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The Analysis of CERTUITY, LLC's Holdings & P&L

Currently, CERTUITY, LLC holds 672 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in AAPL (+84.6K shares, valued at $24.5M), N/A (+105.6K shares, valued at $14.4M), IWF (+42.7K shares, valued at $5.3M); decreased their positions in MU (-906 shares, valued at $1.0M), N/A (-4.7K shares, valued at $959.1K), MRK (-7.3K shares, valued at $934.5K); initiated new positions in N/A (+105.6K shares, valued at $14.4M), BLLN (+5.3K shares, valued at $641.0K), CNC (+9.0K shares, valued at $576.2K).

1M P&L

-68.6M-4.02%

3M P&L

-4.6M-0.28%

HY P&L

+154.1M+10.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A453.3M

25.0%

2Semiconductors431.6M

23.8%

3Banks - Diversified177.3M

9.8%

Top Industries by Stock Count

1N/A129 stocks

22.1%

2Software - Application17 stocks

2.9%

3Banks - Regional15 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MU MICRON TECHNOLOGY INC COM269.8K shares-0.33%2026-06-302026-07-28

C CITIGROUP INC COM NEW846.9K shares0.03%2026-06-302026-07-28

AAPL APPLE INC299.7K shares39.31%2026-06-302026-07-28

VOO VANGUARD S&P 500 ETF113.1K shares0.57%2026-06-302026-07-28

GE GENERAL ELECTRIC CO COM186.0K shares0.28%2026-06-302026-07-28

OMF ONEMAIN HLDGS INC COM931.6K shares-0.01%2026-06-302026-07-28

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF74.6K shares5.47%2026-06-302026-07-28

NVDA NVIDIA CORP COM272.6K shares-1.43%2026-06-302026-07-28

Sponsored

INTC INTEL CORP COM328.8K shares0.82%2026-06-302026-07-28

MS MORGAN STANLEY COM NEW205.1K shares0.02%2026-06-302026-07-28

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF1.0M shares9.23%2026-06-302026-07-28

NYCB NEW YORK CMNTY BANCORP INC COM2.1M shares0.00%2026-06-302026-07-28

BAC BK OF AMERICA CORP COM505.8K shares0.21%2026-06-302026-07-28

GOOGL ALPHABET INC CAP STK CL A79.5K shares-1.17%2026-06-302026-07-28

WFC WELLS FARGO CO NEW COM312.6K shares-0.05%2026-06-302026-07-28

QQQ INVESCO QQQ TRUST34.5K shares-0.65%2026-06-302026-07-28

Sponsored

PNC PNC FINL SVCS GROUP INC COM102.3K shares-0.04%2026-06-302026-07-28

AMZN AMAZON.COM INC COM93.8K shares1.80%2026-06-302026-07-28

MSFT MICROSOFT CORP COM58.7K shares4.58%2026-06-302026-07-28

IJR ISHARES S&P SMALL-CAP FUND141.1K shares13.96%2026-06-302026-07-28

F FORD MTR CO DEL COM1.4M shares-0.28%2026-06-302026-07-28

SPDR S&P 500 ETF SPDR S&P 500 ETF23.5K shares1.57%2026-06-302026-07-28

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND271.4K shares0.00%2026-06-302026-07-28

FREEPORT-MCMORAN INC CL B FREEPORT-MCMORAN INC CL B255.2K shares0.25%2026-06-302026-07-28

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF216.4K shares17.57%2026-06-302026-07-28

EXXON MOBIL CORP COM EXXON MOBIL CORP COM105.6K sharesnew addition2026-06-302026-07-28

VZ VERIZON COMMUNICATIONS INC COM322.1K shares0.06%2026-06-302026-07-28

IWD ISHARES RUSSELL 1000 VALUE ETF56.2K shares0.14%2026-06-302026-07-28

GOOG ALPHABET INC CAP STK CL C38.2K shares-2.23%2026-06-302026-07-28

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST123.5K shares33.79%2026-06-302026-07-28

META PLATFORMS INC CL A META PLATFORMS INC CL A22.3K shares3.21%2026-06-302026-07-28

VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD TOTAL STOCK MARKET INDEX FUND33.5K shares-3.33%2026-06-302026-07-28

Sponsored

IYW ISHARES U.S. TECHNOLOGY ETF46.0K shares0.03%2026-06-302026-07-28

VWO VANGUARD FTSE EMERGING MARKETS ETF191.1K shares27.99%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC COM30.1K shares-0.63%2026-06-302026-07-28

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND105.1K shares0.80%2026-06-302026-07-28

BA BOEING CO COM44.3K shares-0.20%2026-06-302026-07-28

LRCX LAM RESEARCH CORP COM21.1K shares-4.11%2026-06-302026-07-28

BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF99.6K shares35.11%2026-06-302026-07-28

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF259.0K shares16.87%2026-06-302026-07-28

Sponsored

DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN204.4K shares0.00%2026-06-302026-07-28

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND170.4K shares13.69%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW14.8K shares2.32%2026-06-302026-07-28

BROADCOM INC COM BROADCOM INC COM18.9K shares-0.31%2026-06-302026-07-28

IWF ISHARES RUSSELL 1000 GROWTH ETF57.0K shares296.58%2026-06-302026-07-28

AMD ADVANCED MICRO DEVICES INC COM12.1K shares1.49%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB CO COM116.7K shares-0.33%2026-06-302026-07-28

TSLA TESLA INC COM15.6K shares-9.14%2026-06-302026-07-28

Sponsored

OBDC OWL ROCK CAPITAL CORPORATION COM562.2K shares-3.19%2026-06-302026-07-28

T AT&T INC COM293.5K shares-0.30%2026-06-302026-07-28

PHYS SPROTT PHYSICAL GOLD TRUST UNIT196.6K shares0.00%2026-06-302026-07-28

CISCO SYS INC COM CISCO SYS INC COM48.1K shares-3.03%2026-06-302026-07-28

ANET ARISTA NETWORKS INC COM32.9K shares-0.44%2026-06-302026-07-28

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND45.3K shares702.60%2026-06-302026-07-28

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM16.5K shares-0.67%2026-06-302026-07-28

XLV HEALTH CARE SELECT SECTOR SPDR FUND33.5K shares-0.15%2026-06-302026-07-28

Sponsored

VISA INC VISA INC15.1K shares5.15%2026-06-302026-07-28

CAT CATERPILLAR INC DEL COM4.8K shares-2.87%2026-06-302026-07-28

IWM ISHARES RUSSELL 2000 ETF16.4K shares0.00%2026-06-302026-07-28

VIOO VANGUARD S&P SMALL-CAP 600 ETF34.8K shares-0.06%2026-06-302026-07-28

SPDR PORTFOLIO S&P 500 ETF SPDR PORTFOLIO S&P 500 ETF53.9K shares0.26%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC COM64.7K shares0.52%2026-06-302026-07-28

ACWX ISHARES MSCI ACWI EX US INDEX FUND55.2K shares1.07%2026-06-302026-07-28

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF43.2K shares5.36%2026-06-302026-07-28

Sponsored

MASTERCARD INC CL A MASTERCARD INC CL A8.1K shares10.28%2026-06-302026-07-28

DOW DOW INC COM151.8K shares-0.01%2026-06-302026-07-28

IWV ISHARES RUSSELL 3000 ETF9.7K shares-5.44%2026-06-302026-07-28

PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR250.1K shares0.05%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON COM14.9K shares0.01%2026-06-302026-07-28

GLD SPDR GOLD SHARES10.2K shares2.34%2026-06-302026-07-28

VRTX VERTEX PHARMACEUTICALS INC COM7.4K shares25.64%2026-06-302026-07-28

CVX CHEVRON CORP NEW COM22.1K shares-3.04%2026-06-302026-07-28

Sponsored

WMT WALMART INC COM32.3K shares3.12%2026-06-302026-07-28

TYG TORTOISE ENERGY INFRA CORP COM85.0K shares0.00%2026-06-302026-07-28

RIVIAN AUTOMOTIVE INC COM CL A RIVIAN AUTOMOTIVE INC COM CL A209.1K shares-2.36%2026-06-302026-07-28

PFE PFIZER INC150.1K shares1.37%2026-06-302026-07-28

ABBVIE INC ABBVIE INC498.1K shares3806.58%2026-06-302026-07-28

IWB ISHARES RUSSELL 1000 ETF8.0K shares0.01%2026-06-302026-07-28

ABR ARBOR REALTY TRUST INC COM600.5K shares0.09%2026-06-302026-07-28

RF REGIONS FINANCIAL CORP NEW COM106.2K shares1.10%2026-06-302026-07-28

Sponsored

XLK TECHNOLOGY SELECT SECTOR SPDR FUND16.1K shares-0.60%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS6.3K shares-3.42%2026-06-302026-07-28

LLY LILLY ELI & CO COM2.5K shares-1.26%2026-06-302026-07-28

SCHF SCHWAB INTERNATIONAL EQUITY ETF107.1K shares0.60%2026-06-302026-07-28

INCY INCYTE CORP COM26.0K shares10.91%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A3.7K shares-2.67%2026-06-302026-07-28

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF34.4K shares2.58%2026-06-302026-07-28

SHOP SHOPIFY INC CL A24.0K shares-1.32%2026-06-302026-07-28

Sponsored

MRVL MARVELL TECHNOLOGY GROUP LTD ORD9.2K shares10.91%2026-06-302026-07-28

SYF SYNCHRONY FINANCIAL COM35.3K shares1.28%2026-06-302026-07-28

SG SWEETGREEN INC COM CL A300.0K shares-0.83%2026-06-302026-07-28

CART MAPLEBEAR INC COM55.8K shares-1.31%2026-06-302026-07-28

SBUX STARBUCKS CORP COM25.5K shares14.65%2026-06-302026-07-28

DBJP X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF22.5K shares-4.14%2026-06-302026-07-28

MPWR MONOLITHIC PWR SYS INC COM1.8K shares-12.08%2026-06-302026-07-28

QQQM INVESCO NASDAQ 100 ETF8.4K shares-2.48%2026-06-302026-07-28

Sponsored

CPRT COPART INC COM88.7K shares38.29%2026-06-302026-07-28

M MACYS INC COM105.0K shares-0.55%2026-06-302026-07-28

BMNR BITMINE IMMERSION TECHS INC COM NEW181.7K shares0.52%2026-06-302026-07-28

MRK MERCK & CO. INC COM18.6K shares-28.06%2026-06-302026-07-28

CTAS CINTAS CORP COM13.9K shares18.61%2026-06-302026-07-28

TPL TEXAS PACIFIC LAND CORPORATION COM5.2K shares-4.27%2026-06-302026-07-28

APPLIED MATLS INC COM APPLIED MATLS INC COM3.2K shares-8.34%2026-06-302026-07-28

KO COCA COLA CO COM27.8K shares-9.59%2026-06-302026-07-28

Sponsored

NBIS YANDEX N V SHS CLASS A8.1K shares15.18%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC COM8.3K shares136.20%2026-06-302026-07-28

NETFLIX INC COM NETFLIX INC COM30.5K shares-12.60%2026-06-302026-07-28

VGK VANGUARD FTSE EUROPE ETF24.7K shares-14.78%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO COM6.4K shares-3.92%2026-06-302026-07-28

KLAC KLA CORPORATION COM NEW7.1K shares916.00%2026-06-302026-07-28

FAST FASTENAL CO COM44.7K shares7.28%2026-06-302026-07-28

DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND35.5K shares-0.01%2026-06-302026-07-28

Sponsored

IWR ISHARES RUSSELL MID-CAP ETF18.9K shares0.00%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A17.6K shares-1.76%2026-06-302026-07-28

ODFL OLD DOMINION FREIGHT LINE INC COM9.3K shares3.13%2026-06-302026-07-28

IWC ISHARES MICRO-CAP ETF10.0K shares0.13%2026-06-302026-07-28

FBK FB FINL CORP COM35.7K shares74.02%2026-06-302026-07-28

COSTCO WHSL CORP NEW COM COSTCO WHSL CORP NEW COM2.1K shares4.52%2026-06-302026-07-28

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF6.8K shares0.00%2026-06-302026-07-28

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM22.2K shares139.60%2026-06-302026-07-28

Sponsored

BKNG BOOKING HOLDINGS INC COM10.4K shares2044.44%2026-06-302026-07-28

DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND41.0K shares1.24%2026-06-302026-07-28

BK BANK NEW YORK MELLON CORP COM12.4K shares3.27%2026-06-302026-07-28

RMD RESMED INC COM9.1K shares6.69%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC COM1.7K shares2.29%2026-06-302026-07-28

BBJP JPMORGAN BETABUILDERS JAPAN ETF22.4K shares-6.33%2026-06-302026-07-28

VUG VANGUARD GROWTH INDEX FUND19.3K shares488.65%2026-06-302026-07-28

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF25.3K shares0.00%2026-06-302026-07-28

Sponsored

TJX TJX COS INC NEW COM10.8K shares7.08%2026-06-302026-07-28

ABSI ABSCI CORPORATION COM140.7K shares0.00%2026-06-302026-07-28

VONG VANGUARD RUSSELL 1000 GROWTH ETF12.7K shares-1.82%2026-06-302026-07-28

ORLY O REILLY AUTOMOTIVE INC NEW COM17.1K shares17.01%2026-06-302026-07-28

ASML ASML HOLDING N V N Y REGISTRY SHS814 shares0.99%2026-06-302026-07-28

EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF56.3K shares0.00%2026-06-302026-07-28

HOOD ROBINHOOD MKTS INC COM CL A15.5K shares0.19%2026-06-302026-07-28

CHUBB LIMITED COM CHUBB LIMITED COM4.6K shares8.74%2026-06-302026-07-28

Sponsored

VO VANGUARD MID-CAP INDEX FUND19.2K shares306.68%2026-06-302026-07-28

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM3.4K shares19.06%2026-06-302026-07-28

HD HOME DEPOT INC COM4.2K shares-7.49%2026-06-302026-07-28

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF2.8K shares3.72%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO COM CL A4.2K shares-7.35%2026-06-302026-07-28

MCD MCDONALDS CORP COM5.2K shares-5.64%2026-06-302026-07-28

NVR NVR INC COM204 shares-3.77%2026-06-302026-07-28

NEM NEWMONT CORP COM14.8K shares-17.26%2026-06-302026-07-28

Sponsored

ETN EATON CORP PLC SHS3.1K shares-5.71%2026-06-302026-07-28

RSP INVESCO S&P 500 EQUAL WEIGHT ETF6.2K shares5.70%2026-06-302026-07-28

EFA ISHARES MSCI EAFE ETF12.6K shares-2.22%2026-06-302026-07-28

CL COLGATE PALMOLIVE CO COM13.4K shares21.62%2026-06-302026-07-28

EEM ISHARES MSCI EMERGING MARKETS ETF17.9K shares-1.03%2026-06-302026-07-28

COP CONOCOPHILLIPS COM11.6K shares-1.32%2026-06-302026-07-28

OUST OUSTER INC COM NEW19.0K shares0.00%2026-06-302026-07-28

HWM HOWMET AEROSPACE INC COM4.3K shares3.59%2026-06-302026-07-28

Sponsored

WDC WESTERN DIGITAL CORP. COM1.8K shares-25.16%2026-06-302026-07-28

GEV GE VERNOVA INC COM1.0K shares-2.24%2026-06-302026-07-28

IAU ISHARES COMEX GOLD TRUST15.3K shares-25.91%2026-06-302026-07-28

CMI CUMMINS INC COM1.6K shares-1.46%2026-06-302026-07-28

DASH DOORDASH INC CL A6.3K shares-19.76%2026-06-302026-07-28

TWLO TWILIO INC CL A5.5K shares-18.53%2026-06-302026-07-28

RAYTHEON TECHNOLOGIES CORP COM RAYTHEON TECHNOLOGIES CORP COM6.0K shares-1.50%2026-06-302026-07-28

XLE ENERGY SELECT SECTOR SPDR FUND21.2K shares-1.03%2026-06-302026-07-28

Sponsored

XBI SPDR S&P BIOTECH ETF7.1K shares2.09%2026-06-302026-07-28

IJH ISHARES S&P MIDCAP FUND14.6K shares-2.89%2026-06-302026-07-28

EXPE EXPEDIA GROUP INC COM NEW4.4K shares15.07%2026-06-302026-07-28

XLF FINANCIAL SELECT SECTOR SPDR FUND20.6K shares-21.46%2026-06-302026-07-28

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF13.2K shares0.05%2026-06-302026-07-28

MGK VANGUARD MEGA CAP GROWTH ETF12.4K shares400.40%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP COM3.1K shares-0.19%2026-06-302026-07-28

NTAP NETAPP INC COM7.0K shares3.98%2026-06-302026-07-28

Sponsored

ESS ESSEX PPTY TR INC COM3.7K shares22.14%2026-06-302026-07-28

PG PROCTER & GAMBLE CO COM7.3K shares4.94%2026-06-302026-07-28

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF12.4K shares0.03%2026-06-302026-07-28

VONE VANGUARD RUSSELL 1000 ETF3.1K shares0.26%2026-06-302026-07-28

BBCA JPMORGAN BETABUILDERS CANADA ETF10.3K shares-5.16%2026-06-302026-07-28

MNST MONSTER BEVERAGE CORP NEW COM10.5K shares1.84%2026-06-302026-07-28

ORACLE CORP COM ORACLE CORP COM6.9K shares-2.15%2026-06-302026-07-28

10X GENOMICS INC CL A COM 10X GENOMICS INC CL A COM26.3K shares-14.96%2026-06-302026-07-28

Sponsored

ED CONSOLIDATED EDISON INC COM9.0K shares33.89%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING INC COM4.4K shares-35.27%2026-06-302026-07-28

BBEU JPMORGAN BETABUILDERS EUROPE ETF12.7K shares-1.94%2026-06-302026-07-28

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF22.0K shares0.00%2026-06-302026-07-28

TXN TEXAS INSTRS INC COM3.3K shares-11.27%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP COM10.5K shares-5.62%2026-06-302026-07-28

PSX PHILLIPS 66 COM5.7K shares-0.37%2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC SHS1.9K shares9.89%2026-06-302026-07-28

Sponsored

PM PHILIP MORRIS INTL INC COM5.2K shares-7.40%2026-06-302026-07-28

S&P GLOBAL INC COM S&P GLOBAL INC COM2.3K shares-3.38%2026-06-302026-07-28

GILD GILEAD SCIENCES INC COM7.3K shares-8.63%2026-06-302026-07-28

HLT HILTON WORLDWIDE HLDGS INC COM2.8K shares6.96%2026-06-302026-07-28

SMMD ISHARES RUSSELL 2500 ETF9.9K shares-0.02%2026-06-302026-07-28

QUANTA SVCS INC COM QUANTA SVCS INC COM1.2K shares-11.24%2026-06-302026-07-28

HACK ETFMG PRIME CYBER SECURITY ETF8.7K shares0.00%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC CL C2.0K shares-9.70%2026-06-302026-07-28

Sponsored

VB VANGUARD SMALL-CAP INDEX FUND2.9K shares0.00%2026-06-302026-07-28

IVW ISHARES S&P 500 GROWTH ETF6.4K shares-7.21%2026-06-302026-07-28

AMGN AMGEN INC COM2.4K shares-3.07%2026-06-302026-07-28

SCHD SCHWAB US DIVIDEND EQUITY ETF21.9K shares0.00%2026-06-302026-07-28

WST WEST PHARMACEUTICAL SVSC INC COM2.4K shares21.49%2026-06-302026-07-28

TTE TOTAL SA ACT11.1K shares-7.09%2026-06-302026-07-28

CRM SALESFORCE COM INC COM5.4K shares-14.45%2026-06-302026-07-28

GWW GRAINGER W W INC COM628 shares7.35%2026-06-302026-07-28

Sponsored

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM3.5K shares-18.68%2026-06-302026-07-28

DAL DELTA AIR LINES INC DEL COM NEW9.1K shares5.08%2026-06-302026-07-28

CRUS CIRRUS LOGIC INC COM5.7K shares-2.22%2026-06-302026-07-28

VOOV VANGUARD S&P 500 VALUE ETF3.9K shares0.42%2026-06-302026-07-28

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A1.6K shares-4.19%2026-06-302026-07-28

ABNB AIRBNB INC COM CL A5.8K shares-1.16%2026-06-302026-07-28

SNA SNAP ON INC COM2.1K shares15.64%2026-06-302026-07-28

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS5.7K shares6.99%2026-06-302026-07-28

Sponsored

BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF13.8K shares-6.32%2026-06-302026-07-28

NNN NATIONAL RETAIL PROPERTIES INC COM17.6K shares34.61%2026-06-302026-07-28

EOG EOG RES INC COM6.3K shares-21.09%2026-06-302026-07-28

SNDK SANDISK CORP COM357 shares1.13%2026-06-302026-07-28

ZOETIS INC CL A ZOETIS INC CL A11.3K shares6.33%2026-06-302026-07-28

RL RALPH LAUREN CORP CL A2.0K shares-2.81%2026-06-302026-07-28

JBHT HUNT J B TRANS SVCS INC COM2.8K shares6.04%2026-06-302026-07-28

LAMR LAMAR ADVERTISING CO NEW CL A5.1K shares12.05%2026-06-302026-07-28

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COF CAPITAL ONE FINL CORP COM4.0K shares-5.81%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW COM NEW6.2K shares26.11%2026-06-302026-07-28

PH PARKER HANNIFIN CORP COM803 shares5.94%2026-06-302026-07-28

EPR EPR PPTYS COM SH BEN INT13.4K shares17.85%2026-06-302026-07-28

ST SENSATA TECHNOLOGIES HLDNG PLC SHS16.2K shares3.45%2026-06-302026-07-28

EFV ISHARES MSCI EAFE VALUE ETF10.1K shares-12.70%2026-06-302026-07-28

MTCH MATCH GROUP INC NEW COM20.2K shares11.94%2026-06-302026-07-28

CMCSA COMCAST CORP NEW CL A31.0K shares-23.18%2026-06-302026-07-28

Sponsored

EGP EASTGROUP PPTY INC COM3.8K shares8.97%2026-06-302026-07-28

OHI OMEGA HEALTHCARE INVS INC COM15.9K shares7.21%2026-06-302026-07-28

MAS MASCO CORP COM9.3K shares2.31%2026-06-302026-07-28

CVS CVS HEALTH CORP COM7.2K shares-3.67%2026-06-302026-07-28

CFG CITIZENS FINANCIAL GROUP INC COM10.6K shares19.16%2026-06-302026-07-28

ADI ANALOG DEVICES INC COM1.9K shares2.58%2026-06-302026-07-28

SUNCOR ENERGY INC NEW COM SUNCOR ENERGY INC NEW COM13.8K shares0.00%2026-06-302026-07-28

ALLISON TRANSMISSION HLDGS INC COM ALLISON TRANSMISSION HLDGS INC COM6.5K shares-5.68%2026-06-302026-07-28

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CW CURTISS WRIGHT CORP COM966 shares-1.02%2026-06-302026-07-28

FFIV F5 NETWORKS INC COM1.8K shares4.59%2026-06-302026-07-28

ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF13.0K shares0.02%2026-06-302026-07-28

TGT TARGET CORP COM5.6K shares-1.54%2026-06-302026-07-28

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A5.8K shares8.95%2026-06-302026-07-28

LIN LINDE PLC SHS1.4K shares12.41%2026-06-302026-07-28

EBAY EBAY INC. COM6.4K shares24.03%2026-06-302026-07-28

NDSN NORDSON CORP COM2.4K shares22.22%2026-06-302026-07-28

Sponsored

ACWI ISHARES MSCI ACWI INDEX FUND4.5K shares0.00%2026-06-302026-07-28

ATR APTARGROUP INC COM5.6K shares105.83%2026-06-302026-07-28

DIS DISNEY WALT CO COM DISNEY7.3K shares-10.25%2026-06-302026-07-28

ZM ZOOM VIDEO COMMUNICATIONS INC CL A8.2K shares-9.19%2026-06-302026-07-28

STT STATE STR CORP COM4.2K shares9.64%2026-06-302026-07-28

BYD BOYD GAMING CORP COM8.0K shares3.28%2026-06-302026-07-28

EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF7.3K shares0.00%2026-06-302026-07-28

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM2.8K shares-25.87%2026-06-302026-07-28

Sponsored

YETI YETI HLDGS INC COM14.1K shares8.35%2026-06-302026-07-28

BMO BANK MONTREAL COM3.9K shares-5.20%2026-06-302026-07-28

ADOBE INC COM ADOBE INC COM3.3K shares-58.37%2026-06-302026-07-28

JBL JABIL INC COM1.8K shares-12.62%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC COM NEW1.7K shares-12.16%2026-06-302026-07-28

CCK CROWN HLDGS INC COM6.0K shares-15.68%2026-06-302026-07-28

QCOM QUALCOMM INC COM3.6K shares-7.54%2026-06-302026-07-28

ZION ZIONS BANCORPORATION N A COM9.7K shares21.85%2026-06-302026-07-28

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM1.3K shares-8.10%2026-06-302026-07-28

EMR EMERSON ELEC CO COM4.7K shares20.37%2026-06-302026-07-28

MDB MONGODB INC CL A2.0K shares8.26%2026-06-302026-07-28

KHC KRAFT HEINZ CO COM27.9K shares63.58%2026-06-302026-07-28

PCTY PAYLOCITY HLDG CORP COM6.3K shares175.12%2026-06-302026-07-28

VNQ VANGUARD REAL ESTATE ETF6.8K shares-5.23%2026-06-302026-07-28

VV VANGUARD LARGE-CAP INDEX FUND1.9K shares0.00%2026-06-302026-07-28

SEAGATE TECHNOLOGY PLC SHS SEAGATE TECHNOLOGY PLC SHS673 shares10.69%2026-06-302026-07-28

Sponsored

PEP PEPSICO INC COM4.8K shares20.93%2026-06-302026-07-28

BLLN BILLIONTOONE INC CL A5.3K sharesnew addition2026-06-302026-07-28

RKLB ROCKET LAB CORP COM6.3K shares57.43%2026-06-302026-07-28

MAN MANPOWERGROUP INC COM18.9K shares32.80%2026-06-302026-07-28

CGNX COGNEX CORP COM8.8K shares5.28%2026-06-302026-07-28

VMI VALMONT INDS INC COM1.1K shares9.93%2026-06-302026-07-28

TNL WYNDHAM DESTINATIONS INC COM8.3K shares-4.85%2026-06-302026-07-28

SCHX SCHWAB U.S. LARGE-CAP ETF21.4K shares0.02%2026-06-302026-07-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHINES COM2.2K shares8.03%2026-06-302026-07-28

EXPD EXPEDITORS INTL WASH INC COM3.8K shares-0.83%2026-06-302026-07-28

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM2.8K shares-8.04%2026-06-302026-07-28

APH AMPHENOL CORP NEW CL A3.5K shares24.72%2026-06-302026-07-28

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND2.6K shares0.00%2026-06-302026-07-28

CF CF INDS HLDGS INC COM5.8K shares-13.71%2026-06-302026-07-28

LOW LOWES COS INC COM2.8K shares-26.32%2026-06-302026-07-28

RHI ROBERT HALF INTL INC COM20.2K shares54.36%2026-06-302026-07-28

Sponsored

TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF8.6K shares0.00%2026-06-302026-07-28

WSM WILLIAMS SONOMA INC COM2.6K shares2.26%2026-06-302026-07-28

KEYS KEYSIGHT TECHNOLOGIES INC COM1.7K shares0.58%2026-06-302026-07-28

LECO LINCOLN ELEC HLDGS INC COM2.3K shares-1.58%2026-06-302026-07-28

SHW SHERWIN WILLIAMS CO COM1.8K shares-23.66%2026-06-302026-07-28

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM1.5K shares-44.26%2026-06-302026-07-28

ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF7.0K shares0.00%2026-06-302026-07-28

NTRS NORTHERN TR CORP COM3.4K shares6.66%2026-06-302026-07-28

Sponsored

GLPI GAMING & LEISURE PPTYS INC COM13.4K shares45.92%2026-06-302026-07-28

CLH CLEAN HARBORS INC COM2.0K shares-7.18%2026-06-302026-07-28

NVST ENVISTA HOLDINGS CORPORATION COM22.2K shares45.28%2026-06-302026-07-28

AGILENT TECHNOLOGIES INC COM AGILENT TECHNOLOGIES INC COM4.4K shares74.41%2026-06-302026-07-28

DOV DOVER CORP COM2.6K shares-1.15%2026-06-302026-07-28

REG REGENCY CTRS CORP COM7.2K shares46.34%2026-06-302026-07-28

TTC TORO CO COM5.9K shares70.91%2026-06-302026-07-28

CNC CENTENE CORP DEL COM9.0K sharesnew addition2026-06-302026-07-28

Sponsored

VTV VANGUARD VALUE INDEX FUND2.6K shares-9.89%2026-06-302026-07-28

P PURE STORAGE INC CL A7.3K shares-6.30%2026-06-302026-07-28

BUG GLOBAL X CYBERSECURITY ETF15.0K shares0.00%2026-06-302026-07-28

ROKU ROKU INC COM CL A4.1K shares10.11%2026-06-302026-07-28

MIDD MIDDLEBY CORP COM3.3K shares25.13%2026-06-302026-07-28

FR FIRST INDL RLTY TR INC COM9.2K shares19.45%2026-06-302026-07-28

DE DEERE & CO COM885 shares-7.43%2026-06-302026-07-28

ILMN ILLUMINA INC COM3.2K shares2.02%2026-06-302026-07-28

Sponsored

UNP UNION PAC CORP COM2.1K shares14.15%2026-06-302026-07-28

KRC KILROY RLTY CORP COM14.9K sharesnew addition2026-06-302026-07-28

SEIC SEI INVTS CO COM6.4K shares1.35%2026-06-302026-07-28

EVR EVERCORE INC CLASS A1.6K shares0.49%2026-06-302026-07-28

ABT ABBOTT LABS6.1K shares-5.40%2026-06-302026-07-28

MAA MID AMER APT CMNTYS INC COM4.0K shares20.17%2026-06-302026-07-28

MTB M & T BK CORP COM2.3K shares48.96%2026-06-302026-07-28

ECL ECOLAB INC COM1.9K shares-31.66%2026-06-302026-07-28

Sponsored

PPG PPG INDS INC COM4.4K shares42.68%2026-06-302026-07-28

GRMN GARMIN LTD SHS2.3K shares0.67%2026-06-302026-07-28

SNDR SCHNEIDER NATIONAL INC CL B14.7K shares-7.58%2026-06-302026-07-28

URI UNITED RENTALS INC COM475 shares-2.86%2026-06-302026-07-28

CASY CASEYS GEN STORES INC COM676 shares-14.21%2026-06-302026-07-28

RSG REPUBLIC SVCS INC COM2.5K shares56.36%2026-06-302026-07-28

USB US BANCORP DEL COM NEW8.8K shares17.34%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC COM1.8K shares-2.92%2026-06-302026-07-28

Sponsored

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM4.0K sharesnew addition2026-06-302026-07-28

MCK MCKESSON CORP COM695 shares-2.39%2026-06-302026-07-28

ELV ANTHEM INC COM1.4K shares12.61%2026-06-302026-07-28

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.8K shares0.00%2026-06-302026-07-28

IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND2.7K shares-0.65%2026-06-302026-07-28

CUZ COUSINS PPTYS INC COM NEW17.3K shares21.75%2026-06-302026-07-28

CDNS CADENCE DESIGN SYSTEM INC COM1.4K shares21.64%2026-06-302026-07-28

TROW T ROWE PRICE GROUP INC COM4.6K shares3.73%2026-06-302026-07-28

Sponsored

COHR II VI INC COM1.3K shares18.63%2026-06-302026-07-28

SNPS SYNOPSYS INC COM1.1K shares-8.59%2026-06-302026-07-28

ESI ELEMENT SOLUTIONS INC COM10.6K shares1.75%2026-06-302026-07-28

IFF INTERNATIONAL FLAVORS&FRAGRANC COM6.4K shares3.80%2026-06-302026-07-28

ON SEMICONDUCTOR CORP COM ON SEMICONDUCTOR CORP COM5.3K shares-5.58%2026-06-302026-07-28

UAL UNITED AIRLS HLDGS INC COM3.7K shares12.88%2026-06-302026-07-28

CYTOKINETICS INC COM NEW CYTOKINETICS INC COM NEW5.9K shares0.25%2026-06-302026-07-28

WTFC WINTRUST FINL CORP COM3.1K shares26.18%2026-06-302026-07-28

Sponsored

RNG RINGCENTRAL INC CL A12.8K shares0.62%2026-06-302026-07-28

GLW CORNING INC COM2.0K shares-12.23%2026-06-302026-07-28

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS2.0K shares-27.58%2026-06-302026-07-28

PNW PINNACLE WEST CAP CORP COM4.6K shares66.51%2026-06-302026-07-28

FNB F N B CORP COM26.0K shares11.81%2026-06-302026-07-28

WCC WESCO INTL INC COM1.4K shares-6.76%2026-06-302026-07-28

WWD WOODWARD INC COM1.2K shares34.92%2026-06-302026-07-28

ROYAL CARIBBEAN CRUISES LTD COM ROYAL CARIBBEAN CRUISES LTD COM1.6K shares10.55%2026-06-302026-07-28

Sponsored

CI CIGNA CORP NEW COM1.8K shares8.05%2026-06-302026-07-28

OZK BANK OZK COM9.4K shares48.38%2026-06-302026-07-28

AIG AMERICAN INTL GROUP INC COM NEW6.5K shares48.13%2026-06-302026-07-28

PYPL PAYPAL HLDGS INC COM11.3K shares-0.63%2026-06-302026-07-28

DATADOG INC CL A COM DATADOG INC CL A COM1.9K shares-33.33%2026-06-302026-07-28

DT DYNATRACE INC COM11.0K shares29.37%2026-06-302026-07-28

SMG SCOTTS MIRACLE GRO CO CL A7.1K sharesnew addition2026-06-302026-07-28

QRVO QORVO INC COM5.2K shares0.98%2026-06-302026-07-28

Sponsored

MKS INSTRS INC COM MKS INSTRS INC COM1.1K shares-16.25%2026-06-302026-07-28

APD AIR PRODS & CHEMS INC COM1.6K shares6.64%2026-06-302026-07-28

HIW HIGHWOODS PPTYS INC COM15.9K sharesnew addition2026-06-302026-07-28

USFD US FOODS HLDG CORP COM4.7K shares-3.97%2026-06-302026-07-28

SHEL ROYAL DUTCH SHELL PLC SPONS ADR A6.1K shares-8.76%2026-06-302026-07-28

CAG CONAGRA BRANDS INC COM35.1K shares76.16%2026-06-302026-07-28

BND VANGUARD TOTAL BOND MARKET INDEX FUND6.4K shares-0.02%2026-06-302026-07-28

FRT FEDERAL REALTY INVT TR SH BEN INT NEW3.8K shares25.11%2026-06-302026-07-28

Sponsored

AGCO AGCO CORP COM3.9K shares33.20%2026-06-302026-07-28

ROST ROSS STORES INC COM2.2K shares45.52%2026-06-302026-07-28

NOC NORTHROP GRUMMAN CORP COM919 shares103.77%2026-06-302026-07-28

CIEN CIENA CORP COM NEW954 shares-32.24%2026-06-302026-07-28

JHG JANUS HENDERSON GROUP PLC ORD SHS9.0K shares9.55%2026-06-302026-07-28

LIT GLOBAL X LITHIUM & BATTERY TECH ETF6.0K shares0.00%2026-06-302026-07-28

ES EVERSOURCE ENERGY COM6.4K shares8.72%2026-06-302026-07-28

SWKS SKYWORKS SOLUTIONS INC COM6.8K shares27.59%2026-06-302026-07-28

Sponsored

ALLY FINL INC COM ALLY FINL INC COM10.1K shares40.57%2026-06-302026-07-28

FIVE FIVE BELOW INC COM2.6K shares-17.82%2026-06-302026-07-28

SCCO SOUTHERN COPPER CORP COM2.7K shares0.95%2026-06-302026-07-28

DLTR DOLLAR TREE INC COM3.8K shares28.90%2026-06-302026-07-28

GM GENERAL MTRS CO COM6.0K shares2.90%2026-06-302026-07-28

FDX FEDEX CORP COM1.5K shares1.80%2026-06-302026-07-28

PVLA PALVELLA THERAPEUTICS INC NEW COM3.0K shares0.00%2026-06-302026-07-28

TOL TOLL BROTHERS INC COM2.8K shares-10.36%2026-06-302026-07-28

Sponsored

ROK ROCKWELL AUTOMATION INC COM920 shares8.62%2026-06-302026-07-28

EIS ISHARES MSCI ISRAEL ETF3.7K shares0.62%2026-06-302026-07-28

BBY BEST BUY INC COM6.0K sharesnew addition2026-06-302026-07-28

FHB FIRST HAWAIIAN INC COM15.3K shares35.93%2026-06-302026-07-28

SOUTHERN CO COM SOUTHERN CO COM4.7K shares-4.43%2026-06-302026-07-28

SBAC SBA COMMUNICATIONS CORP NEW CL A2.5K shares50.09%2026-06-302026-07-28

TSN TYSON FOODS INC CL A7.8K shares-4.43%2026-06-302026-07-28

FAF FIRST AMERN FINL CORP COM6.5K shares10.12%2026-06-302026-07-28

Sponsored

CPT CAMDEN PPTY TR SH BEN INT3.9K shares10.22%2026-06-302026-07-28

CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF1.8K shares0.69%2026-06-302026-07-28

TER TERADYNE INC COM916 shares-12.51%2026-06-302026-07-28

CINF CINCINNATI FINL CORP COM2.4K shares2.57%2026-06-302026-07-28

ITT ITT INC COM2.2K shares-2.61%2026-06-302026-07-28

PHM PULTE GROUP INC COM3.2K shares-16.06%2026-06-302026-07-28

EXC EXELON CORP COM9.5K shares18.12%2026-06-302026-07-28

SHE SPDR SSGA GENDER DIVERSITY INDEX ETF2.8K shares0.28%2026-06-302026-07-28

Sponsored

ET Energy Transfer LP COM UT LTD PTN22.8K shares21.25%2026-06-302026-07-28

SLV ISHARES SILVER TRUST8.1K shares4.80%2026-06-302026-07-28

BLK BLACKROCK INC COM451 shares-4.25%2026-06-302026-07-28

LUMENTUM HLDGS INC COM LUMENTUM HLDGS INC COM503 shares25.12%2026-06-302026-07-28

GMED GLOBUS MED INC CL A5.4K shares48.60%2026-06-302026-07-28

AEE AMEREN CORP COM3.8K shares30.71%2026-06-302026-07-28

TEL TE CONNECTIVITY LTD REG SHS2.1K shares-19.09%2026-06-302026-07-28

CAH CARDINAL HEALTH INC COM1.8K shares-28.57%2026-06-302026-07-28

Sponsored

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF11.5K shares-16.18%2026-06-302026-07-28

FBIN FORTUNE BRANDS HOME & SEC INC COM7.7K shares21.52%2026-06-302026-07-28

ASTRAZENECA PLC SPONSORED ADR ASTRAZENECA PLC SPONSORED ADR2.4K shares-5.56%2026-06-302026-07-28

IDEXX LABS INC COM IDEXX LABS INC COM798 shares21.65%2026-06-302026-07-28

ARW ARROW ELECTRS INC COM2.0K shares6.79%2026-06-302026-07-28

GRANITE CONSTR INC COM GRANITE CONSTR INC COM2.6K shares0.00%2026-06-302026-07-28

MEDTRONIC PLC SHS MEDTRONIC PLC SHS5.4K shares18.32%2026-06-302026-07-28

DVY ISHARES SELECT DIVIDEND ETF2.7K shares0.00%2026-06-302026-07-28

Sponsored

TKR TIMKEN CO COM2.8K shares19.87%2026-06-302026-07-28

SCHH SCHWAB U.S. REIT ETF17.3K shares0.00%2026-06-302026-07-28

DOCU DOCUSIGN INC COM9.2K shares41.22%2026-06-302026-07-28

TMUS T MOBILE US INC COM2.4K shares14.68%2026-06-302026-07-28

FTNT FORTINET INC COM2.6K shares-8.32%2026-06-302026-07-28

VTR VENTAS INC COM4.6K shares5.63%2026-06-302026-07-28

REYN REYNOLDS CONSUMER PRODS INC COM15.0K sharesnew addition2026-06-302026-07-28

CMS CMS ENERGY CORP COM5.3K shares77.79%2026-06-302026-07-28

Sponsored

EW EDWARDS LIFESCIENCES CORP COM4.4K shares36.68%2026-06-302026-07-28

XYZ SQUARE INC CL A5.3K shares5.02%2026-06-302026-07-28

RY ROYAL BK CDA COM1.9K shares-5.38%2026-06-302026-07-28

SPB SPECTRUM BRANDS HLDGS INC NEW COM4.6K shares2.63%2026-06-302026-07-28

CHRW C H ROBINSON WORLDWIDE INC COM NEW2.1K shares-8.02%2026-06-302026-07-28

PRIMERICA INC COM PRIMERICA INC COM1.4K shares16.61%2026-06-302026-07-28

HSBC HSBC HLDGS PLC SPON ADR NEW4.2K shares-5.61%2026-06-302026-07-28

PAYC PAYCOM SOFTWARE INC COM3.2K sharesnew addition2026-06-302026-07-28

Sponsored

AVY AVERY DENNISON CORP COM2.4K shares-21.23%2026-06-302026-07-28

MSM MSC INDL DIRECT INC CL A3.3K shares14.34%2026-06-302026-07-28

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER8.5K shares0.00%2026-06-302026-07-28

SERVICENOW INC COM SERVICENOW INC COM3.9K shares-33.98%2026-06-302026-07-28

NUE NUCOR CORP COM1.8K shares-3.93%2026-06-302026-07-28

BF.B BROWN FORMAN CORP CL B14.7K shares56.33%2026-06-302026-07-28

DTE DTE ENERGY CO COM2.6K shares12.83%2026-06-302026-07-28

VRSN VERISIGN INC COM1.5K shares4.53%2026-06-302026-07-28

Sponsored

LSTR LANDSTAR SYS INC COM1.9K shares44.81%2026-06-302026-07-28

TPR TAPESTRY INC COM2.6K shares-13.28%2026-06-302026-07-28

TDC TERADATA CORP DEL COM11.1K sharesnew addition2026-06-302026-07-28

PGR PROGRESSIVE CORP OHIO COM1.8K shares18.21%2026-06-302026-07-28

ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF5.8K shares0.00%2026-06-302026-07-28

MICROCHIP TECHNOLOGY INC COM MICROCHIP TECHNOLOGY INC COM4.2K shares13.13%2026-06-302026-07-28

THG HANOVER INS GROUP INC COM1.8K shares32.04%2026-06-302026-07-28

OGE OGE ENERGY CORP COM7.8K sharesnew addition2026-06-302026-07-28

Sponsored

LEG LEGGETT & PLATT INC COM32.2K shares171.13%2026-06-302026-07-28

WEC WEC ENERGY GROUP INC COM3.2K shares20.16%2026-06-302026-07-28

PSA PUBLIC STORAGE COM1.2K shares7.07%2026-06-302026-07-28

IYY ISHARES DOW JONES U.S. ETF2.1K shares0.00%2026-06-302026-07-28

ZBH ZIMMER BIOMET HOLDINGS INC COM4.3K shares44.36%2026-06-302026-07-28

UNM UNUM GROUP COM4.2K shares7.78%2026-06-302026-07-28

CLX CLOROX CO DEL COM3.9K shares-10.94%2026-06-302026-07-28

DCI DONALDSON INC COM4.1K shares-5.74%2026-06-302026-07-28

Sponsored

AMERICAN HOMES 4 RENT CL A AMERICAN HOMES 4 RENT CL A10.9K shares25.36%2026-06-302026-07-28

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND3.6K shares-21.25%2026-06-302026-07-28

ORI OLD REP INTL CORP COM8.9K shares16.83%2026-06-302026-07-28

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF9.6K shares1.06%2026-06-302026-07-28

G GENPACT LIMITED SHS13.1K shares48.04%2026-06-302026-07-28

IMMX IMMIX BIOPHARMA INC COM35.0K shares0.00%2026-06-302026-07-28

ALL ALLSTATE CORP COM1.5K shares20.22%2026-06-302026-07-28

ATO ATMOS ENERGY CORP COM2.1K shares67.23%2026-06-302026-07-28

Sponsored

SSNC SS&C TECHNOLOGIES HLDGS INC COM5.8K shares37.97%2026-06-302026-07-28

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND3.7K sharesnew addition2026-06-302026-07-28

MO ALTRIA GROUP INC COM5.0K shares16.08%2026-06-302026-07-28

ADSK AUTODESK INC COM1.8K shares-19.98%2026-06-302026-07-28

CNA CNA FINL CORP COM7.3K shares41.45%2026-06-302026-07-28

ETSY INC COM ETSY INC COM4.7K sharesnew addition2026-06-302026-07-28

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF2.9K sharesnew addition2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP COM684 shares-9.88%2026-06-302026-07-28

Sponsored

BNY MELLON MUNICIPAL INTERMEDIATE ETF BNY MELLON MUNICIPAL INTERMEDIATE ETF13.2K shares0.00%2026-06-302026-07-28

L LOEWS CORP COM3.0K shares21.19%2026-06-302026-07-28

MTZ MASTEC INC COM816 sharesnew addition2026-06-302026-07-28

BX BLACKSTONE GROUP INC COM CL A2.9K shares-11.54%2026-06-302026-07-28

CPB CAMPBELL SOUP CO COM15.1K sharesnew addition2026-06-302026-07-28

BKLN INVESCO SENIOR LOAN ETF16.5K shares0.00%2026-06-302026-07-28

Q QNITY ELECTRONICS INC COMMON STOCK2.0K shares-9.66%2026-06-302026-07-28

CME CME GROUP INC COM1.5K shares16.53%2026-06-302026-07-28

Sponsored

PLD PROLOGIS INC. COM2.5K shares1.87%2026-06-302026-07-28

IWO ISHARES RUSSELL 2000 GROWTH ETF841 shares-10.53%2026-06-302026-07-28

KR KROGER CO COM6.0K shares31.28%2026-06-302026-07-28

MHK MOHAWK INDS INC COM2.7K sharesnew addition2026-06-302026-07-28

VT VANGUARD TOTAL WORLD STOCK INDEX FUND2.1K shares4.60%2026-06-302026-07-28

APG API GROUP CORP COM STK7.8K shares0.00%2026-06-302026-07-28

FLO FLOWERS FOODS INC COM41.2K shares88.42%2026-06-302026-07-28

VLO VALERO ENERGY CORP COM1.2K shares-1.27%2026-06-302026-07-28

Sponsored

TLT ISHARES 20 YEAR TREASURY BOND ETF3.8K shares33.57%2026-06-302026-07-28

ULTA BEAUTY INC COM ULTA BEAUTY INC COM719 shares-40.13%2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK1.9K sharesnew addition2026-06-302026-07-28

STLD STEEL DYNAMICS INC COM1.4K shares-5.91%2026-06-302026-07-28

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR12.8K shares-11.18%2026-06-302026-07-28

EFG ISHARES MSCI EAFE GROWTH ETF2.6K shares0.00%2026-06-302026-07-28

MUB ISHARES NATIONAL MUNI BOND ETF3.0K shares0.00%2026-06-302026-07-28

VSAT VIASAT INC COM3.5K sharesnew addition2026-06-302026-07-28

Sponsored

CRL CHARLES RIV LABS INTL INC COM1.4K shares-8.57%2026-06-302026-07-28

SYY SYSCO CORP COM3.8K shares15.65%2026-06-302026-07-28

ASCENDIS PHARMA A/S ORD SHS ASCENDIS PHARMA A/S ORD SHS1.2K sharesnew addition2026-06-302026-07-28

SCMB SCHWAB MUNICIPAL BOND ETF12.0K shares0.87%2026-06-302026-07-28

PPH VANECK VECTORS PHARMACEUTICAL ETF2.8K shares0.79%2026-06-302026-07-28

FDS FACTSET RESH SYS INC COM1.3K shares29.75%2026-06-302026-07-28

TRGP TARGA RES CORP COM1.1K shares0.00%2026-06-302026-07-28

WAYFAIR INC CL A WAYFAIR INC CL A3.3K sharesnew addition2026-06-302026-07-28

Sponsored

TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND12.6K shares0.00%2026-06-302026-07-28

HUT HUT 8 CORP COM2.6K sharesnew addition2026-06-302026-07-28

DBX DROPBOX INC CL A10.9K shares-8.85%2026-06-302026-07-28

AFL AFLAC INC COM2.5K shares2.00%2026-06-302026-07-28

MICRON TECHNOLOGY INC COM

-0.33%

Shares269.8K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC COM NEW

0.03%

Shares846.9K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

39.31%

Shares299.7K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD S&P 500 ETF

0.57%

Shares113.1K

Event2026-06-30

Filed2026-07-28

GENERAL ELECTRIC CO COM

0.28%

Shares186.0K

Event2026-06-30

Filed2026-07-28

OMF

ONEMAIN HLDGS INC COM

-0.01%

Shares931.6K

Event2026-06-30

Filed2026-07-28

ISHARES CORE S&P 500 ETF

5.47%

Shares74.6K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORP COM

-1.43%

Shares272.6K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP COM

0.82%

Shares328.8K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY COM NEW

0.02%

Shares205.1K

Event2026-06-30

Filed2026-07-28

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

9.23%

Shares1.0M

Event2026-06-30

Filed2026-07-28

NYCB

NEW YORK CMNTY BANCORP INC COM

0.00%

Shares2.1M

Event2026-06-30

Filed2026-07-28

BAC

BK OF AMERICA CORP COM

0.21%

Shares505.8K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC CAP STK CL A

-1.17%

Shares79.5K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO CO NEW COM

-0.05%

Shares312.6K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TRUST

-0.65%

Shares34.5K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC COM

-0.04%

Shares102.3K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON.COM INC COM

1.80%

Shares93.8K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP COM

4.58%

Shares58.7K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES S&P SMALL-CAP FUND

13.96%

Shares141.1K

Event2026-06-30

Filed2026-07-28

FORD MTR CO DEL COM

-0.28%

Shares1.4M

Event2026-06-30

Filed2026-07-28

SPDR S&P 500 ETF

1.57%

Shares23.5K

Event2026-06-30

Filed2026-07-28

NFRA

FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND

0.00%

Shares271.4K

Event2026-06-30

Filed2026-07-28

FREEPORT-MCMORAN INC CL B

0.25%

Shares255.2K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

17.57%

Shares216.4K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP COM

New

Shares105.6K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC COM

0.06%

Shares322.1K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.14%

Shares56.2K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC CAP STK CL C

-2.23%

Shares38.2K

Event2026-06-30

Filed2026-07-28

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

33.79%

Shares123.5K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC CL A

3.21%

Shares22.3K

Event2026-06-30

Filed2026-07-28

VANGUARD TOTAL STOCK MARKET INDEX FUND

-3.33%

Shares33.5K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES U.S. TECHNOLOGY ETF

0.03%

Shares46.0K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD FTSE EMERGING MARKETS ETF

27.99%

Shares191.1K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC COM

-0.63%

Shares30.1K

Event2026-06-30

Filed2026-07-28

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

0.80%

Shares105.1K

Event2026-06-30

Filed2026-07-28

BOEING CO COM

-0.20%

Shares44.3K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP COM

-4.11%

Shares21.1K

Event2026-06-30

Filed2026-07-28

BIL

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF

35.11%

Shares99.6K

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

16.87%

Shares259.0K

Event2026-06-30

Filed2026-07-28

DJP

IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN

0.00%

Shares204.4K

Event2026-06-30

Filed2026-07-28

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

13.69%

Shares170.4K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

2.32%

Shares14.8K

Event2026-06-30

Filed2026-07-28

BROADCOM INC COM

-0.31%

Shares18.9K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES RUSSELL 1000 GROWTH ETF

296.58%

Shares57.0K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC COM

1.49%

Shares12.1K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO COM

-0.33%

Shares116.7K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC COM

-9.14%

Shares15.6K

Event2026-06-30

Filed2026-07-28

OBDC

OWL ROCK CAPITAL CORPORATION COM

-3.19%

Shares562.2K

Event2026-06-30

Filed2026-07-28

AT&T INC COM

-0.30%

Shares293.5K

Event2026-06-30

Filed2026-07-28

PHYS

SPROTT PHYSICAL GOLD TRUST UNIT

0.00%

Shares196.6K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC COM

-3.03%

Shares48.1K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC COM

-0.44%

Shares32.9K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND

702.60%

Shares45.3K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO COM

-0.67%

Shares16.5K

Event2026-06-30

Filed2026-07-28

XLV

HEALTH CARE SELECT SECTOR SPDR FUND

-0.15%

Shares33.5K

Event2026-06-30

Filed2026-07-28

VISA INC

5.15%

Shares15.1K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC DEL COM

-2.87%

Shares4.8K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES RUSSELL 2000 ETF

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-28

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

-0.06%

Shares34.8K

Event2026-06-30

Filed2026-07-28

SPDR PORTFOLIO S&P 500 ETF

0.26%

Shares53.9K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC COM

0.52%

Shares64.7K

Event2026-06-30

Filed2026-07-28

ACWX

ISHARES MSCI ACWI EX US INDEX FUND

1.07%

Shares55.2K

Event2026-06-30

Filed2026-07-28

ISHARES CORE MSCI EAFE ETF

5.36%

Shares43.2K

Event2026-06-30

Filed2026-07-28

MASTERCARD INC CL A

10.28%

Shares8.1K

Event2026-06-30

Filed2026-07-28

DOW

DOW INC COM

-0.01%

Shares151.8K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES RUSSELL 3000 ETF

-5.44%

Shares9.7K

Event2026-06-30

Filed2026-07-28

PBR

PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR

0.05%

Shares250.1K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON COM

0.01%

Shares14.9K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD SHARES

2.34%

Shares10.2K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHARMACEUTICALS INC COM

25.64%

Shares7.4K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORP NEW COM

-3.04%

Shares22.1K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC COM

3.12%

Shares32.3K

Event2026-06-30

Filed2026-07-28

TYG

TORTOISE ENERGY INFRA CORP COM

0.00%

Shares85.0K

Event2026-06-30

Filed2026-07-28

RIVIAN AUTOMOTIVE INC COM CL A

-2.36%

Shares209.1K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

1.37%

Shares150.1K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

3806.58%

Shares498.1K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES RUSSELL 1000 ETF

0.01%

Shares8.0K

Event2026-06-30

Filed2026-07-28

ABR

ARBOR REALTY TRUST INC COM

0.09%

Shares600.5K

Event2026-06-30

Filed2026-07-28

REGIONS FINANCIAL CORP NEW COM

1.10%

Shares106.2K

Event2026-06-30

Filed2026-07-28

XLK

TECHNOLOGY SELECT SECTOR SPDR FUND

-0.60%

Shares16.1K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

-3.42%

Shares6.3K

Event2026-06-30

Filed2026-07-28

LLY

LILLY ELI & CO COM

-1.26%

Shares2.5K

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.60%

Shares107.1K

Event2026-06-30

Filed2026-07-28

INCY

INCYTE CORP COM

10.91%

Shares26.0K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC CL A

-2.67%

Shares3.7K

Event2026-06-30

Filed2026-07-28

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

2.58%

Shares34.4K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC CL A

-1.32%

Shares24.0K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY GROUP LTD ORD

10.91%

Shares9.2K

Event2026-06-30

Filed2026-07-28

SYF

SYNCHRONY FINANCIAL COM

1.28%

Shares35.3K

Event2026-06-30

Filed2026-07-28

SWEETGREEN INC COM CL A

-0.83%

Shares300.0K

Event2026-06-30

Filed2026-07-28

CART

MAPLEBEAR INC COM

-1.31%

Shares55.8K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP COM

14.65%

Shares25.5K

Event2026-06-30

Filed2026-07-28

DBJP

X-TRACKERS MSCI JAPAN HEDGED EQUITY ETF

-4.14%

Shares22.5K

Event2026-06-30

Filed2026-07-28

MPWR

MONOLITHIC PWR SYS INC COM

-12.08%

Shares1.8K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO NASDAQ 100 ETF

-2.48%

Shares8.4K

Event2026-06-30

Filed2026-07-28

CPRT

COPART INC COM

38.29%

Shares88.7K

Event2026-06-30

Filed2026-07-28

MACYS INC COM

-0.55%

Shares105.0K

Event2026-06-30

Filed2026-07-28

BMNR

BITMINE IMMERSION TECHS INC COM NEW

0.52%

Shares181.7K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO. INC COM

-28.06%

Shares18.6K

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP COM

18.61%

Shares13.9K

Event2026-06-30

Filed2026-07-28

TPL

TEXAS PACIFIC LAND CORPORATION COM

-4.27%

Shares5.2K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC COM

-8.34%

Shares3.2K

Event2026-06-30

Filed2026-07-28

COCA COLA CO COM

-9.59%

Shares27.8K

Event2026-06-30

Filed2026-07-28

NBIS

YANDEX N V SHS CLASS A

15.18%

Shares8.1K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC COM

136.20%

Shares8.3K

Event2026-06-30

Filed2026-07-28

NETFLIX INC COM

-12.60%

Shares30.5K

Event2026-06-30

Filed2026-07-28

VGK

VANGUARD FTSE EUROPE ETF

-14.78%

Shares24.7K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO COM

-3.92%

Shares6.4K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORPORATION COM NEW

916.00%

Shares7.1K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO COM

7.28%

Shares44.7K

Event2026-06-30

Filed2026-07-28

DGRS

WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND

-0.01%

Shares35.5K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES RUSSELL MID-CAP ETF

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC CL A

-1.76%

Shares17.6K

Event2026-06-30

Filed2026-07-28

ODFL

OLD DOMINION FREIGHT LINE INC COM

3.13%

Shares9.3K

Event2026-06-30

Filed2026-07-28

IWC

ISHARES MICRO-CAP ETF

0.13%

Shares10.0K

Event2026-06-30

Filed2026-07-28

FBK

FB FINL CORP COM

74.02%

Shares35.7K

Event2026-06-30

Filed2026-07-28

COSTCO WHSL CORP NEW COM

4.52%

Shares2.1K

Event2026-06-30

Filed2026-07-28

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC COM

139.60%

Shares22.2K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC COM

2044.44%

Shares10.4K

Event2026-06-30

Filed2026-07-28

DDLS

WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND

1.24%

Shares41.0K

Event2026-06-30

Filed2026-07-28

BANK NEW YORK MELLON CORP COM

3.27%

Shares12.4K

Event2026-06-30

Filed2026-07-28

RMD

RESMED INC COM

6.69%

Shares9.1K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC COM

2.29%

Shares1.7K

Event2026-06-30

Filed2026-07-28

BBJP

JPMORGAN BETABUILDERS JAPAN ETF

-6.33%

Shares22.4K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD GROWTH INDEX FUND

488.65%

Shares19.3K

Event2026-06-30

Filed2026-07-28

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

0.00%

Shares25.3K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW COM

7.08%

Shares10.8K

Event2026-06-30

Filed2026-07-28

ABSI

ABSCI CORPORATION COM

0.00%

Shares140.7K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-1.82%

Shares12.7K

Event2026-06-30

Filed2026-07-28

ORLY

O REILLY AUTOMOTIVE INC NEW COM

17.01%

Shares17.1K

Event2026-06-30

Filed2026-07-28

ASML

ASML HOLDING N V N Y REGISTRY SHS

0.99%

Shares814

Event2026-06-30

Filed2026-07-28

EELV

INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF

0.00%

Shares56.3K

Event2026-06-30

Filed2026-07-28

HOOD

ROBINHOOD MKTS INC COM CL A

0.19%

Shares15.5K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED COM

8.74%

Shares4.6K

Event2026-06-30

Filed2026-07-28

VANGUARD MID-CAP INDEX FUND

306.68%

Shares19.2K

Event2026-06-30

Filed2026-07-28

AMERIPRISE FINL INC COM

19.06%

Shares3.4K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC COM

-7.49%

Shares4.2K

Event2026-06-30

Filed2026-07-28

DIA

SPDR DOW JONES INDUSTRIAL AVERAGE ETF

3.72%

Shares2.8K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO COM CL A

-7.35%

Shares4.2K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP COM

-5.64%

Shares5.2K

Event2026-06-30

Filed2026-07-28

NVR

NVR INC COM

-3.77%

Shares204

Event2026-06-30

Filed2026-07-28

NEM

NEWMONT CORP COM

-17.26%

Shares14.8K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC SHS

-5.71%

Shares3.1K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

5.70%

Shares6.2K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES MSCI EAFE ETF

-2.22%

Shares12.6K

Event2026-06-30

Filed2026-07-28

COLGATE PALMOLIVE CO COM

21.62%

Shares13.4K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES MSCI EMERGING MARKETS ETF

-1.03%

Shares17.9K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS COM

-1.32%

Shares11.6K

Event2026-06-30

Filed2026-07-28

OUST

OUSTER INC COM NEW

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC COM

3.59%

Shares4.3K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP. COM

-25.16%

Shares1.8K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC COM

-2.24%

Shares1.0K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES COMEX GOLD TRUST

-25.91%

Shares15.3K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC COM

-1.46%

Shares1.6K

Event2026-06-30

Filed2026-07-28

DASH

DOORDASH INC CL A

-19.76%

Shares6.3K

Event2026-06-30

Filed2026-07-28

TWLO

TWILIO INC CL A

-18.53%

Shares5.5K

Event2026-06-30

Filed2026-07-28

RAYTHEON TECHNOLOGIES CORP COM

-1.50%

Shares6.0K

Event2026-06-30

Filed2026-07-28

XLE

ENERGY SELECT SECTOR SPDR FUND

-1.03%

Shares21.2K

Event2026-06-30

Filed2026-07-28

XBI

SPDR S&P BIOTECH ETF

2.09%

Shares7.1K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES S&P MIDCAP FUND

-2.89%

Shares14.6K

Event2026-06-30

Filed2026-07-28

EXPE

EXPEDIA GROUP INC COM NEW

15.07%

Shares4.4K

Event2026-06-30

Filed2026-07-28

XLF

FINANCIAL SELECT SECTOR SPDR FUND

-21.46%

Shares20.6K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

0.05%

Shares13.2K

Event2026-06-30

Filed2026-07-28

MGK

VANGUARD MEGA CAP GROWTH ETF

400.40%

Shares12.4K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP COM

-0.19%

Shares3.1K

Event2026-06-30

Filed2026-07-28

NTAP

NETAPP INC COM

3.98%

Shares7.0K

Event2026-06-30

Filed2026-07-28

ESS

ESSEX PPTY TR INC COM

22.14%

Shares3.7K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO COM

4.94%

Shares7.3K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

0.03%

Shares12.4K

Event2026-06-30

Filed2026-07-28

VONE

VANGUARD RUSSELL 1000 ETF

0.26%

Shares3.1K

Event2026-06-30

Filed2026-07-28

BBCA

JPMORGAN BETABUILDERS CANADA ETF

-5.16%

Shares10.3K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE CORP NEW COM

1.84%

Shares10.5K

Event2026-06-30

Filed2026-07-28

ORACLE CORP COM

-2.15%

Shares6.9K

Event2026-06-30

Filed2026-07-28

10X GENOMICS INC CL A COM

-14.96%

Shares26.3K

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC COM

33.89%

Shares9.0K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING INC COM

-35.27%

Shares4.4K

Event2026-06-30

Filed2026-07-28

BBEU

JPMORGAN BETABUILDERS EUROPE ETF

-1.94%

Shares12.7K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC COM

-11.27%

Shares3.3K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP COM

-5.62%

Shares10.5K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66 COM

-0.37%

Shares5.7K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC SHS

9.89%

Shares1.9K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC COM

-7.40%

Shares5.2K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC COM

-3.38%

Shares2.3K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC COM

-8.63%

Shares7.3K

Event2026-06-30

Filed2026-07-28

HLT

HILTON WORLDWIDE HLDGS INC COM

6.96%

Shares2.8K

Event2026-06-30

Filed2026-07-28

SMMD

ISHARES RUSSELL 2500 ETF

-0.02%

Shares9.9K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC COM

-11.24%

Shares1.2K

Event2026-06-30

Filed2026-07-28

HACK

ETFMG PRIME CYBER SECURITY ETF

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC CL C

-9.70%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VANGUARD SMALL-CAP INDEX FUND

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES S&P 500 GROWTH ETF

-7.21%

Shares6.4K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC COM

-3.07%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-28

WST

WEST PHARMACEUTICAL SVSC INC COM

21.49%

Shares2.4K

Event2026-06-30

Filed2026-07-28

TTE

TOTAL SA ACT

-7.09%

Shares11.1K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE COM INC COM

-14.45%

Shares5.4K

Event2026-06-30

Filed2026-07-28

GWW

GRAINGER W W INC COM

7.35%

Shares628

Event2026-06-30

Filed2026-07-28

CLOUDFLARE INC CL A COM

-18.68%

Shares3.5K

Event2026-06-30

Filed2026-07-28

DAL

DELTA AIR LINES INC DEL COM NEW

5.08%

Shares9.1K

Event2026-06-30

Filed2026-07-28

CRUS

CIRRUS LOGIC INC COM

-2.22%

Shares5.7K

Event2026-06-30

Filed2026-07-28

VOOV

VANGUARD S&P 500 VALUE ETF

0.42%

Shares3.9K

Event2026-06-30

Filed2026-07-28

APPLOVIN CORP COM CL A

-4.19%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ABNB

AIRBNB INC COM CL A

-1.16%

Shares5.8K

Event2026-06-30

Filed2026-07-28

SNA

SNAP ON INC COM

15.64%

Shares2.1K

Event2026-06-30

Filed2026-07-28

JOHNSON CTLS INTL PLC SHS

6.99%

Shares5.7K

Event2026-06-30

Filed2026-07-28

BBAX

JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF

-6.32%

Shares13.8K

Event2026-06-30

Filed2026-07-28

NNN

NATIONAL RETAIL PROPERTIES INC COM

34.61%

Shares17.6K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC COM

-21.09%

Shares6.3K

Event2026-06-30

Filed2026-07-28

SNDK

SANDISK CORP COM

1.13%

Shares357

Event2026-06-30

Filed2026-07-28

ZOETIS INC CL A

6.33%

Shares11.3K

Event2026-06-30

Filed2026-07-28

RALPH LAUREN CORP CL A

-2.81%

Shares2.0K

Event2026-06-30

Filed2026-07-28

JBHT

HUNT J B TRANS SVCS INC COM

6.04%

Shares2.8K

Event2026-06-30

Filed2026-07-28

LAMR

LAMAR ADVERTISING CO NEW CL A

12.05%

Shares5.1K

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE FINL CORP COM

-5.81%

Shares4.0K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW COM NEW

26.11%

Shares6.2K

Event2026-06-30

Filed2026-07-28

PARKER HANNIFIN CORP COM

5.94%

Shares803

Event2026-06-30

Filed2026-07-28

EPR

EPR PPTYS COM SH BEN INT

17.85%

Shares13.4K

Event2026-06-30

Filed2026-07-28

SENSATA TECHNOLOGIES HLDNG PLC SHS

3.45%

Shares16.2K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES MSCI EAFE VALUE ETF

-12.70%

Shares10.1K

Event2026-06-30

Filed2026-07-28

MTCH

MATCH GROUP INC NEW COM

11.94%

Shares20.2K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CORP NEW CL A

-23.18%

Shares31.0K

Event2026-06-30

Filed2026-07-28

EGP

EASTGROUP PPTY INC COM

8.97%

Shares3.8K

Event2026-06-30

Filed2026-07-28

OHI

OMEGA HEALTHCARE INVS INC COM

7.21%

Shares15.9K

Event2026-06-30

Filed2026-07-28

MAS

MASCO CORP COM

2.31%

Shares9.3K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP COM

-3.67%

Shares7.2K

Event2026-06-30

Filed2026-07-28

CFG

CITIZENS FINANCIAL GROUP INC COM

19.16%

Shares10.6K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC COM

2.58%

Shares1.9K

Event2026-06-30

Filed2026-07-28

SUNCOR ENERGY INC NEW COM

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-28

ALLISON TRANSMISSION HLDGS INC COM

-5.68%

Shares6.5K

Event2026-06-30

Filed2026-07-28

CURTISS WRIGHT CORP COM

-1.02%

Shares966

Event2026-06-30

Filed2026-07-28

FFIV

F5 NETWORKS INC COM

4.59%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ROBT

FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF

0.02%

Shares13.0K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP COM

-1.54%

Shares5.6K

Event2026-06-30

Filed2026-07-28

ACCENTURE PLC IRELAND SHS CLASS A

8.95%

Shares5.8K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC SHS

12.41%

Shares1.4K

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC. COM

24.03%

Shares6.4K

Event2026-06-30

Filed2026-07-28

NDSN

NORDSON CORP COM

22.22%

Shares2.4K

Event2026-06-30

Filed2026-07-28

ACWI

ISHARES MSCI ACWI INDEX FUND

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

ATR

APTARGROUP INC COM

105.83%

Shares5.6K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO COM DISNEY

-10.25%

Shares7.3K

Event2026-06-30

Filed2026-07-28

ZOOM VIDEO COMMUNICATIONS INC CL A

-9.19%

Shares8.2K

Event2026-06-30

Filed2026-07-28

STT

STATE STR CORP COM

9.64%

Shares4.2K

Event2026-06-30

Filed2026-07-28

BYD

BOYD GAMING CORP COM

3.28%

Shares8.0K

Event2026-06-30

Filed2026-07-28

EMB

ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-28

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

-25.87%

Shares2.8K

Event2026-06-30

Filed2026-07-28

YETI

YETI HLDGS INC COM

8.35%

Shares14.1K

Event2026-06-30

Filed2026-07-28

BMO

BANK MONTREAL COM

-5.20%

Shares3.9K

Event2026-06-30

Filed2026-07-28

ADOBE INC COM

-58.37%

Shares3.3K

Event2026-06-30

Filed2026-07-28

JBL

JABIL INC COM

-12.62%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC COM NEW

-12.16%

Shares1.7K

Event2026-06-30

Filed2026-07-28

CCK

CROWN HLDGS INC COM

-15.68%

Shares6.0K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC COM

-7.54%

Shares3.6K

Event2026-06-30

Filed2026-07-28

ZION

ZIONS BANCORPORATION N A COM

21.85%

Shares9.7K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC COM

-8.10%

Shares1.3K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO COM

20.37%

Shares4.7K

Event2026-06-30

Filed2026-07-28

MDB

MONGODB INC CL A

8.26%

Shares2.0K

Event2026-06-30

Filed2026-07-28

KHC

KRAFT HEINZ CO COM

63.58%

Shares27.9K

Event2026-06-30

Filed2026-07-28

PCTY

PAYLOCITY HLDG CORP COM

175.12%

Shares6.3K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD REAL ESTATE ETF

-5.23%

Shares6.8K

Event2026-06-30

Filed2026-07-28

VANGUARD LARGE-CAP INDEX FUND

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY PLC SHS

10.69%

Shares673

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC COM

20.93%

Shares4.8K

Event2026-06-30

Filed2026-07-28

BLLN

BILLIONTOONE INC CL A

New

Shares5.3K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP COM

57.43%

Shares6.3K

Event2026-06-30

Filed2026-07-28

MAN

MANPOWERGROUP INC COM

32.80%

Shares18.9K

Event2026-06-30

Filed2026-07-28

CGNX

COGNEX CORP COM

5.28%

Shares8.8K

Event2026-06-30

Filed2026-07-28

VMI

VALMONT INDS INC COM

9.93%

Shares1.1K

Event2026-06-30

Filed2026-07-28

TNL

WYNDHAM DESTINATIONS INC COM

-4.85%

Shares8.3K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.02%

Shares21.4K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHINES COM

8.03%

Shares2.2K

Event2026-06-30

Filed2026-07-28

EXPD

EXPEDITORS INTL WASH INC COM

-0.83%

Shares3.8K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL COM

-8.04%

Shares2.8K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP NEW CL A

24.72%

Shares3.5K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

CF INDS HLDGS INC COM

-13.71%

Shares5.8K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC COM

-26.32%

Shares2.8K

Event2026-06-30

Filed2026-07-28

RHI

ROBERT HALF INTL INC COM

54.36%

Shares20.2K

Event2026-06-30

Filed2026-07-28

TECB

ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-28

WSM

WILLIAMS SONOMA INC COM

2.26%

Shares2.6K

Event2026-06-30

Filed2026-07-28

KEYS

KEYSIGHT TECHNOLOGIES INC COM

0.58%

Shares1.7K

Event2026-06-30

Filed2026-07-28

LECO

LINCOLN ELEC HLDGS INC COM

-1.58%

Shares2.3K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS CO COM

-23.66%

Shares1.8K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC COM

-44.26%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ROBO

ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-28

NTRS

NORTHERN TR CORP COM

6.66%

Shares3.4K

Event2026-06-30

Filed2026-07-28

GLPI

GAMING & LEISURE PPTYS INC COM

45.92%

Shares13.4K

Event2026-06-30

Filed2026-07-28

CLH

CLEAN HARBORS INC COM

-7.18%

Shares2.0K

Event2026-06-30

Filed2026-07-28

NVST

ENVISTA HOLDINGS CORPORATION COM

45.28%

Shares22.2K

Event2026-06-30

Filed2026-07-28

AGILENT TECHNOLOGIES INC COM

74.41%

Shares4.4K

Event2026-06-30

Filed2026-07-28

DOV

DOVER CORP COM

-1.15%

Shares2.6K

Event2026-06-30

Filed2026-07-28

REG

REGENCY CTRS CORP COM

46.34%

Shares7.2K

Event2026-06-30

Filed2026-07-28

TTC

TORO CO COM

70.91%

Shares5.9K

Event2026-06-30

Filed2026-07-28

CNC

CENTENE CORP DEL COM

New

Shares9.0K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD VALUE INDEX FUND

-9.89%

Shares2.6K

Event2026-06-30

Filed2026-07-28

PURE STORAGE INC CL A

-6.30%

Shares7.3K

Event2026-06-30

Filed2026-07-28

BUG

GLOBAL X CYBERSECURITY ETF

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-28

ROKU

ROKU INC COM CL A

10.11%

Shares4.1K

Event2026-06-30

Filed2026-07-28

MIDD

MIDDLEBY CORP COM

25.13%

Shares3.3K

Event2026-06-30

Filed2026-07-28

FIRST INDL RLTY TR INC COM

19.45%

Shares9.2K

Event2026-06-30

Filed2026-07-28

DEERE & CO COM

-7.43%

Shares885

Event2026-06-30

Filed2026-07-28

ILMN

ILLUMINA INC COM

2.02%

Shares3.2K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP COM

14.15%

Shares2.1K

Event2026-06-30

Filed2026-07-28

KRC

KILROY RLTY CORP COM

New

Shares14.9K

Event2026-06-30

Filed2026-07-28

SEIC

SEI INVTS CO COM

1.35%

Shares6.4K

Event2026-06-30

Filed2026-07-28

EVR

EVERCORE INC CLASS A

0.49%

Shares1.6K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABS

-5.40%

Shares6.1K

Event2026-06-30

Filed2026-07-28

MAA

MID AMER APT CMNTYS INC COM

20.17%

Shares4.0K

Event2026-06-30

Filed2026-07-28

MTB

M & T BK CORP COM

48.96%

Shares2.3K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC COM

-31.66%

Shares1.9K

Event2026-06-30

Filed2026-07-28

PPG

PPG INDS INC COM

42.68%

Shares4.4K

Event2026-06-30

Filed2026-07-28

GRMN

GARMIN LTD SHS

0.67%

Shares2.3K

Event2026-06-30

Filed2026-07-28

SNDR

SCHNEIDER NATIONAL INC CL B

-7.58%

Shares14.7K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC COM

-2.86%

Shares475

Event2026-06-30

Filed2026-07-28

CASY

CASEYS GEN STORES INC COM

-14.21%

Shares676

Event2026-06-30

Filed2026-07-28

RSG

REPUBLIC SVCS INC COM

56.36%

Shares2.5K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP DEL COM NEW

17.34%

Shares8.8K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC COM

-2.92%

Shares1.8K

Event2026-06-30

Filed2026-07-28

DUPONT DE NEMOURS INC COM

New

Shares4.0K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP COM

-2.39%

Shares695

Event2026-06-30

Filed2026-07-28

ELV

ANTHEM INC COM

12.61%

Shares1.4K

Event2026-06-30

Filed2026-07-28

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-28

IBB

ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND

-0.65%

Shares2.7K

Event2026-06-30

Filed2026-07-28

CUZ

COUSINS PPTYS INC COM NEW

21.75%

Shares17.3K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN SYSTEM INC COM

21.64%

Shares1.4K

Event2026-06-30

Filed2026-07-28

TROW

T ROWE PRICE GROUP INC COM

3.73%

Shares4.6K

Event2026-06-30

Filed2026-07-28

COHR

II VI INC COM

18.63%

Shares1.3K

Event2026-06-30

Filed2026-07-28

SNPS

SYNOPSYS INC COM

-8.59%

Shares1.1K

Event2026-06-30

Filed2026-07-28

ESI

ELEMENT SOLUTIONS INC COM

1.75%

Shares10.6K

Event2026-06-30

Filed2026-07-28

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

3.80%

Shares6.4K

Event2026-06-30

Filed2026-07-28

ON SEMICONDUCTOR CORP COM

-5.58%

Shares5.3K

Event2026-06-30

Filed2026-07-28

UAL

UNITED AIRLS HLDGS INC COM

12.88%

Shares3.7K

Event2026-06-30

Filed2026-07-28

CYTOKINETICS INC COM NEW

0.25%

Shares5.9K

Event2026-06-30

Filed2026-07-28

WTFC

WINTRUST FINL CORP COM

26.18%

Shares3.1K

Event2026-06-30

Filed2026-07-28

RNG

RINGCENTRAL INC CL A

0.62%

Shares12.8K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC COM

-12.23%

Shares2.0K

Event2026-06-30

Filed2026-07-28

SNOWFLAKE INC COM SHS

-27.58%

Shares2.0K

Event2026-06-30

Filed2026-07-28

PNW

PINNACLE WEST CAP CORP COM

66.51%

Shares4.6K

Event2026-06-30

Filed2026-07-28

FNB

F N B CORP COM

11.81%

Shares26.0K

Event2026-06-30

Filed2026-07-28

WCC

WESCO INTL INC COM

-6.76%

Shares1.4K

Event2026-06-30

Filed2026-07-28

WWD

WOODWARD INC COM

34.92%

Shares1.2K

Event2026-06-30

Filed2026-07-28

ROYAL CARIBBEAN CRUISES LTD COM

10.55%

Shares1.6K

Event2026-06-30

Filed2026-07-28

CIGNA CORP NEW COM

8.05%

Shares1.8K

Event2026-06-30

Filed2026-07-28

OZK

BANK OZK COM

48.38%

Shares9.4K

Event2026-06-30

Filed2026-07-28

AIG

AMERICAN INTL GROUP INC COM NEW

48.13%

Shares6.5K

Event2026-06-30

Filed2026-07-28

PYPL

PAYPAL HLDGS INC COM

-0.63%

Shares11.3K

Event2026-06-30

Filed2026-07-28

DATADOG INC CL A COM

-33.33%

Shares1.9K

Event2026-06-30

Filed2026-07-28

DYNATRACE INC COM

29.37%

Shares11.0K

Event2026-06-30

Filed2026-07-28

SMG

SCOTTS MIRACLE GRO CO CL A

New

Shares7.1K

Event2026-06-30

Filed2026-07-28

QRVO

QORVO INC COM

0.98%

Shares5.2K

Event2026-06-30

Filed2026-07-28

MKS INSTRS INC COM

-16.25%

Shares1.1K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODS & CHEMS INC COM

6.64%

Shares1.6K

Event2026-06-30

Filed2026-07-28

HIW

HIGHWOODS PPTYS INC COM

New

Shares15.9K

Event2026-06-30

Filed2026-07-28

USFD

US FOODS HLDG CORP COM

-3.97%

Shares4.7K

Event2026-06-30

Filed2026-07-28

SHEL

ROYAL DUTCH SHELL PLC SPONS ADR A

-8.76%

Shares6.1K

Event2026-06-30

Filed2026-07-28

CAG

CONAGRA BRANDS INC COM

76.16%

Shares35.1K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD TOTAL BOND MARKET INDEX FUND

-0.02%

Shares6.4K

Event2026-06-30

Filed2026-07-28

FRT

FEDERAL REALTY INVT TR SH BEN INT NEW

25.11%

Shares3.8K

Event2026-06-30

Filed2026-07-28

AGCO

AGCO CORP COM

33.20%

Shares3.9K

Event2026-06-30

Filed2026-07-28

ROST

ROSS STORES INC COM

45.52%

Shares2.2K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP GRUMMAN CORP COM

103.77%

Shares919

Event2026-06-30

Filed2026-07-28

CIEN

CIENA CORP COM NEW

-32.24%

Shares954

Event2026-06-30

Filed2026-07-28

JHG

JANUS HENDERSON GROUP PLC ORD SHS

9.55%

Shares9.0K

Event2026-06-30

Filed2026-07-28

LIT

GLOBAL X LITHIUM & BATTERY TECH ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

EVERSOURCE ENERGY COM

8.72%

Shares6.4K

Event2026-06-30

Filed2026-07-28

SWKS

SKYWORKS SOLUTIONS INC COM

27.59%

Shares6.8K

Event2026-06-30

Filed2026-07-28

ALLY FINL INC COM

40.57%

Shares10.1K

Event2026-06-30

Filed2026-07-28

FIVE

FIVE BELOW INC COM

-17.82%

Shares2.6K

Event2026-06-30

Filed2026-07-28

SCCO

SOUTHERN COPPER CORP COM

0.95%

Shares2.7K

Event2026-06-30

Filed2026-07-28

DLTR

DOLLAR TREE INC COM

28.90%

Shares3.8K

Event2026-06-30

Filed2026-07-28

GENERAL MTRS CO COM

2.90%

Shares6.0K

Event2026-06-30

Filed2026-07-28

FDX

FEDEX CORP COM

1.80%

Shares1.5K

Event2026-06-30

Filed2026-07-28

PVLA

PALVELLA THERAPEUTICS INC NEW COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

TOL

TOLL BROTHERS INC COM

-10.36%

Shares2.8K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC COM

8.62%

Shares920

Event2026-06-30

Filed2026-07-28

EIS

ISHARES MSCI ISRAEL ETF

0.62%

Shares3.7K

Event2026-06-30

Filed2026-07-28

BBY

BEST BUY INC COM

New

Shares6.0K

Event2026-06-30

Filed2026-07-28

FHB

FIRST HAWAIIAN INC COM

35.93%

Shares15.3K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO COM

-4.43%

Shares4.7K

Event2026-06-30

Filed2026-07-28

SBAC

SBA COMMUNICATIONS CORP NEW CL A

50.09%

Shares2.5K

Event2026-06-30

Filed2026-07-28

TSN

TYSON FOODS INC CL A

-4.43%

Shares7.8K

Event2026-06-30

Filed2026-07-28

FAF

FIRST AMERN FINL CORP COM

10.12%

Shares6.5K

Event2026-06-30

Filed2026-07-28

CPT

CAMDEN PPTY TR SH BEN INT

10.22%

Shares3.9K

Event2026-06-30

Filed2026-07-28

CRBN

ISHARES MSCI ACWI LOW CARBON TARGET ETF

0.69%

Shares1.8K

Event2026-06-30

Filed2026-07-28

TER

TERADYNE INC COM

-12.51%

Shares916

Event2026-06-30

Filed2026-07-28

CINF

CINCINNATI FINL CORP COM

2.57%

Shares2.4K

Event2026-06-30

Filed2026-07-28

ITT

ITT INC COM

-2.61%

Shares2.2K

Event2026-06-30

Filed2026-07-28

PHM

PULTE GROUP INC COM

-16.06%

Shares3.2K

Event2026-06-30

Filed2026-07-28

EXC

EXELON CORP COM

18.12%

Shares9.5K

Event2026-06-30

Filed2026-07-28

SHE

SPDR SSGA GENDER DIVERSITY INDEX ETF

0.28%

Shares2.8K

Event2026-06-30

Filed2026-07-28

Energy Transfer LP COM UT LTD PTN

21.25%

Shares22.8K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TRUST

4.80%

Shares8.1K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC COM

-4.25%

Shares451

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC COM

25.12%

Shares503

Event2026-06-30

Filed2026-07-28

GMED

GLOBUS MED INC CL A

48.60%

Shares5.4K

Event2026-06-30

Filed2026-07-28

AEE

AMEREN CORP COM

30.71%

Shares3.8K

Event2026-06-30

Filed2026-07-28

TEL

TE CONNECTIVITY LTD REG SHS

-19.09%

Shares2.1K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC COM

-28.57%

Shares1.8K

Event2026-06-30

Filed2026-07-28

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

-16.18%

Shares11.5K

Event2026-06-30

Filed2026-07-28

FBIN

FORTUNE BRANDS HOME & SEC INC COM

21.52%

Shares7.7K

Event2026-06-30

Filed2026-07-28

ASTRAZENECA PLC SPONSORED ADR

-5.56%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IDEXX LABS INC COM

21.65%

Shares798

Event2026-06-30

Filed2026-07-28

ARW

ARROW ELECTRS INC COM

6.79%

Shares2.0K

Event2026-06-30

Filed2026-07-28

GRANITE CONSTR INC COM

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC SHS

18.32%

Shares5.4K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

TKR

TIMKEN CO COM

19.87%

Shares2.8K

Event2026-06-30

Filed2026-07-28

SCHH

SCHWAB U.S. REIT ETF

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-28

DOCU

DOCUSIGN INC COM

41.22%

Shares9.2K

Event2026-06-30

Filed2026-07-28

TMUS

T MOBILE US INC COM

14.68%

Shares2.4K

Event2026-06-30

Filed2026-07-28

FTNT

FORTINET INC COM

-8.32%

Shares2.6K

Event2026-06-30

Filed2026-07-28

VTR

VENTAS INC COM

5.63%

Shares4.6K

Event2026-06-30

Filed2026-07-28

REYN

REYNOLDS CONSUMER PRODS INC COM

New

Shares15.0K

Event2026-06-30

Filed2026-07-28

CMS

CMS ENERGY CORP COM

77.79%

Shares5.3K

Event2026-06-30

Filed2026-07-28

EDWARDS LIFESCIENCES CORP COM

36.68%

Shares4.4K

Event2026-06-30

Filed2026-07-28

XYZ

SQUARE INC CL A

5.02%

Shares5.3K

Event2026-06-30

Filed2026-07-28

ROYAL BK CDA COM

-5.38%

Shares1.9K

Event2026-06-30

Filed2026-07-28

SPB

SPECTRUM BRANDS HLDGS INC NEW COM

2.63%

Shares4.6K

Event2026-06-30

Filed2026-07-28

CHRW

C H ROBINSON WORLDWIDE INC COM NEW

-8.02%

Shares2.1K

Event2026-06-30

Filed2026-07-28

PRIMERICA INC COM

16.61%

Shares1.4K

Event2026-06-30

Filed2026-07-28

HSBC

HSBC HLDGS PLC SPON ADR NEW

-5.61%

Shares4.2K

Event2026-06-30

Filed2026-07-28

PAYC

PAYCOM SOFTWARE INC COM

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

AVY

AVERY DENNISON CORP COM

-21.23%

Shares2.4K

Event2026-06-30

Filed2026-07-28

MSM

MSC INDL DIRECT INC CL A

14.34%

Shares3.3K

Event2026-06-30

Filed2026-07-28

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC COM

-33.98%

Shares3.9K

Event2026-06-30

Filed2026-07-28

NUE

NUCOR CORP COM

-3.93%

Shares1.8K

Event2026-06-30

Filed2026-07-28

BF.B

BROWN FORMAN CORP CL B

56.33%

Shares14.7K

Event2026-06-30

Filed2026-07-28

DTE

DTE ENERGY CO COM

12.83%

Shares2.6K

Event2026-06-30

Filed2026-07-28

VRSN

VERISIGN INC COM

4.53%

Shares1.5K

Event2026-06-30

Filed2026-07-28

LSTR

LANDSTAR SYS INC COM

44.81%

Shares1.9K

Event2026-06-30

Filed2026-07-28

TPR

TAPESTRY INC COM

-13.28%

Shares2.6K

Event2026-06-30

Filed2026-07-28

TDC

TERADATA CORP DEL COM

New

Shares11.1K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP OHIO COM

18.21%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ITEQ

AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-28

MICROCHIP TECHNOLOGY INC COM

13.13%

Shares4.2K

Event2026-06-30

Filed2026-07-28

THG

HANOVER INS GROUP INC COM

32.04%

Shares1.8K

Event2026-06-30

Filed2026-07-28

OGE

OGE ENERGY CORP COM

New

Shares7.8K

Event2026-06-30

Filed2026-07-28

LEG

LEGGETT & PLATT INC COM

171.13%

Shares32.2K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC COM

20.16%

Shares3.2K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE COM

7.07%

Shares1.2K

Event2026-06-30

Filed2026-07-28

IYY

ISHARES DOW JONES U.S. ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

ZBH

ZIMMER BIOMET HOLDINGS INC COM

44.36%

Shares4.3K

Event2026-06-30

Filed2026-07-28

UNM

UNUM GROUP COM

7.78%

Shares4.2K

Event2026-06-30

Filed2026-07-28

CLX

CLOROX CO DEL COM

-10.94%

Shares3.9K

Event2026-06-30

Filed2026-07-28

DCI

DONALDSON INC COM

-5.74%

Shares4.1K

Event2026-06-30

Filed2026-07-28

AMERICAN HOMES 4 RENT CL A

25.36%

Shares10.9K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-21.25%

Shares3.6K

Event2026-06-30

Filed2026-07-28

ORI

OLD REP INTL CORP COM

16.83%

Shares8.9K

Event2026-06-30

Filed2026-07-28

BOTZ

GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF

1.06%

Shares9.6K

Event2026-06-30

Filed2026-07-28

GENPACT LIMITED SHS

48.04%

Shares13.1K

Event2026-06-30

Filed2026-07-28

IMMX

IMMIX BIOPHARMA INC COM

0.00%

Shares35.0K

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP COM

20.22%

Shares1.5K

Event2026-06-30

Filed2026-07-28

ATO

ATMOS ENERGY CORP COM

67.23%

Shares2.1K

Event2026-06-30

Filed2026-07-28

SSNC

SS&C TECHNOLOGIES HLDGS INC COM

37.97%

Shares5.8K

Event2026-06-30

Filed2026-07-28

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

New

Shares3.7K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC COM

16.08%

Shares5.0K

Event2026-06-30

Filed2026-07-28

ADSK

AUTODESK INC COM

-19.98%

Shares1.8K

Event2026-06-30

Filed2026-07-28

CNA

CNA FINL CORP COM

41.45%

Shares7.3K

Event2026-06-30

Filed2026-07-28

ETSY INC COM

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

SPYG

SPDR PORTFOLIO S&P 500 GROWTH ETF

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP COM

-9.88%

Shares684

Event2026-06-30

Filed2026-07-28

BNY MELLON MUNICIPAL INTERMEDIATE ETF

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

LOEWS CORP COM

21.19%

Shares3.0K

Event2026-06-30

Filed2026-07-28

MTZ

MASTEC INC COM

New

Shares816

Event2026-06-30

Filed2026-07-28

BLACKSTONE GROUP INC COM CL A

-11.54%

Shares2.9K

Event2026-06-30

Filed2026-07-28

CPB

CAMPBELL SOUP CO COM

New

Shares15.1K

Event2026-06-30

Filed2026-07-28

BKLN

INVESCO SENIOR LOAN ETF

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-28

QNITY ELECTRONICS INC COMMON STOCK

-9.66%

Shares2.0K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC COM

16.53%

Shares1.5K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC. COM

1.87%

Shares2.5K

Event2026-06-30

Filed2026-07-28

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-10.53%

Shares841

Event2026-06-30

Filed2026-07-28

KROGER CO COM

31.28%

Shares6.0K

Event2026-06-30

Filed2026-07-28

MHK

MOHAWK INDS INC COM

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

VANGUARD TOTAL WORLD STOCK INDEX FUND

4.60%

Shares2.1K

Event2026-06-30

Filed2026-07-28

APG

API GROUP CORP COM STK

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-28

FLO

FLOWERS FOODS INC COM

88.42%

Shares41.2K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP COM

-1.27%

Shares1.2K

Event2026-06-30

Filed2026-07-28

TLT

ISHARES 20 YEAR TREASURY BOND ETF

33.57%

Shares3.8K

Event2026-06-30

Filed2026-07-28

ULTA BEAUTY INC COM

-40.13%

Shares719

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

STLD

STEEL DYNAMICS INC COM

-5.91%

Shares1.4K

Event2026-06-30

Filed2026-07-28

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

-11.18%

Shares12.8K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES MSCI EAFE GROWTH ETF

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-28

MUB

ISHARES NATIONAL MUNI BOND ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

VSAT

VIASAT INC COM

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

CRL

CHARLES RIV LABS INTL INC COM

-8.57%

Shares1.4K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP COM

15.65%

Shares3.8K

Event2026-06-30

Filed2026-07-28

ASCENDIS PHARMA A/S ORD SHS

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

SCMB

SCHWAB MUNICIPAL BOND ETF

0.87%

Shares12.0K

Event2026-06-30

Filed2026-07-28

PPH

VANECK VECTORS PHARMACEUTICAL ETF

0.79%

Shares2.8K

Event2026-06-30

Filed2026-07-28

FDS

FACTSET RESH SYS INC COM

29.75%

Shares1.3K

Event2026-06-30

Filed2026-07-28

TRGP

TARGA RES CORP COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

WAYFAIR INC CL A

New

Shares3.3K

Event2026-06-30

Filed2026-07-28

TDTT

FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-28

HUT

HUT 8 CORP COM

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

DBX

DROPBOX INC CL A

-8.85%

Shares10.9K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC INC COM

2.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

NBIS Call CallYANDEX N V SHS CLASS A900 shares0.00%2026-06-302026-07-28

NBIS Call

YANDEX N V SHS CLASS A

0.00%

Shares900

Event2026-06-30

Filed2026-07-28

Put Option Holdings

AAPL Put PutAPPLE INC5.6K sharesnew addition2026-06-302026-07-28

AAPL Put

APPLE INC

New

Shares5.6K

Event2026-06-30

Filed2026-07-28