Sponsored

The Analysis of 1620 INVESTMENT ADVISORS, INC.'s Holdings & P&L

Currently, 1620 INVESTMENT ADVISORS, INC. holds 658 types of securities in its portfolio with a total value $147.8M. In the most recent quarter, they have increased their positions in N/A (+3.7K shares, valued at $264.9K), SPIB (+5.5K shares, valued at $184.9K), WDAY (+1.2K shares, valued at $158.0K); decreased their positions in AZN (-4.9K shares, valued at $967.1K), POWL (-1.4K shares, valued at $757.0K), GLW (-4.7K shares, valued at $640.7K); initiated new positions in N/A (+3.7K shares, valued at $264.9K), YOU (+2.8K shares, valued at $133.2K), RBRK (+1.9K shares, valued at $92.8K).

1M P&L

+3.3M+2.30%

3M P&L

+3.5M+2.42%

HY P&L

+16.6M+12.60%

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/A54.1M

38.8%

2Drug Manufacturers - General7.3M

5.3%

3Semiconductors3.9M

2.8%

Top Industries by Stock Count

1N/A151 stocks

25.0%

2Software - Application17 stocks

2.8%

3Banks - Regional17 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF145.0K shares3.95%2026-03-312026-05-13

QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF43.5K shares2.05%2026-03-312026-05-13

IEF ISHARES 7-10 YEAR TREASURY BOND ETF37.3K shares3.14%2026-03-312026-05-13

FRDM FREEDOM 100 EMERGING MARKETS ETF62.2K shares0.18%2026-03-312026-05-13

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF106.6K shares0.66%2026-03-312026-05-13

TY TRI CONTL CORP COM92.7K shares0.34%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO. COM8.9K shares-0.19%2026-03-312026-05-13

TJX TJX COS INC NEW COM16.1K shares-0.12%2026-03-312026-05-13

Sponsored

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF48.5K shares0.36%2026-03-312026-05-13

SCHP SCHWAB US TIPS ETF91.2K shares1.92%2026-03-312026-05-13

AAPL APPLE INC COM9.4K shares0.17%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS7.0K shares0.37%2026-03-312026-05-13

JSI JANUS HENDERSON SECURITIZED INCOME ETF44.9K shares3.13%2026-03-312026-05-13

RTX RTX CORPORATION COM10.1K shares-15.16%2026-03-312026-05-13

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF16.2K shares-3.82%2026-03-312026-05-13

ABBV ABBVIE INC COM7.5K shares0.21%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORP NEW COM7.9K shares-0.34%2026-03-312026-05-13

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF54.1K shares2.80%2026-03-312026-05-13

TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF39.0K shares-0.12%2026-03-312026-05-13

MSFT MICROSOFT CORP COM4.2K shares0.46%2026-03-312026-05-13

JHPI JOHN HANCOCK PREFERRED INCOME ETF65.0K shares4.03%2026-03-312026-05-13

NVS NOVARTIS AG SPONSORED ADR9.1K shares0.66%2026-03-312026-05-13

MPC MARATHON PETE CORP COM5.6K shares0.81%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS3.5K shares-22.06%2026-03-312026-05-13

Sponsored

EMTL STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF29.3K shares2.71%2026-03-312026-05-13

ITM VANECK INTERMEDIATE MUNI ETF26.1K shares0.00%2026-03-312026-05-13

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF45.1K shares0.00%2026-03-312026-05-13

SO SOUTHERN CO COM11.4K shares0.56%2026-03-312026-05-13

EPR EPR PPTYS COM SH BEN INT22.0K shares0.84%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO COM17.3K shares1.84%2026-03-312026-05-13

JCI JOHNSON CTLS INTL PLC SHS7.9K shares0.77%2026-03-312026-05-13

PFE PFIZER INC COM36.7K shares1.02%2026-03-312026-05-13

Sponsored

VZ VERIZON COMMUNICATIONS INC COM20.5K shares-15.85%2026-03-312026-05-13

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND10.9K shares0.15%2026-03-312026-05-13

EATON CORP PLC SHS EATON CORP PLC SHS2.8K shares0.04%2026-03-312026-05-13

AZN ASTRAZENECA PLC SPONSORED ADR5.0K shares-49.37%2026-03-312026-05-13

FHI FEDERATED HERMES INC CL B17.2K shares1.11%2026-03-312026-05-13

POWL POWELL INDS INC COM1.8K shares-43.92%2026-03-312026-05-13

GLW CORNING INC COM7.1K shares-39.99%2026-03-312026-05-13

TYG TORTOISE ENERGY INFRA CORP COM18.8K shares1.79%2026-03-312026-05-13

Sponsored

GILD GILEAD SCIENCES INC COM6.7K shares3.04%2026-03-312026-05-13

XOM EXXON MOBIL CORP COM5.5K shares0.00%2026-03-312026-05-13

QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF5.3K shares-1.95%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW1.8K shares-5.74%2026-03-312026-05-13

MOAT VANECK MORNINGSTAR WIDE MOAT ETF8.7K shares0.23%2026-03-312026-05-13

TPR TAPESTRY INC COM5.9K shares-0.94%2026-03-312026-05-13

PEP PEPSICO INC COM5.3K shares1.58%2026-03-312026-05-13

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A2.7K shares-2.53%2026-03-312026-05-13

Sponsored

ARCC ARES CAPITAL CORP COM42.5K shares1.38%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS COM3.1K shares0.29%2026-03-312026-05-13

NTAP NETAPP INC COM7.2K shares2.68%2026-03-312026-05-13

LNG CHENIERE ENERGY INC COM NEW2.5K shares3.42%2026-03-312026-05-13

LNC LINCOLN NATL CORP IND COM20.3K shares-1.07%2026-03-312026-05-13

HD HOME DEPOT INC COM2.2K shares0.83%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC CL A12.5K shares0.77%2026-03-312026-05-13

ADC AGREE RLTY CORP COM9.5K shares0.26%2026-03-312026-05-13

Sponsored

LEA LEAR CORP COM NEW5.9K shares1.33%2026-03-312026-05-13

BROADCOM INC COM BROADCOM INC COM2.2K shares-1.92%2026-03-312026-05-13

AMZN AMAZON COM INC COM3.3K shares-2.03%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC COM2.3K shares0.30%2026-03-312026-05-13

IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF15.1K shares4.58%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON COM2.8K shares-0.07%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL COM19.8K shares-26.39%2026-03-312026-05-13

TFC TRUIST FINL CORP COM14.3K shares2.56%2026-03-312026-05-13

Sponsored

TFLR T. ROWE PRICE FLOATING RATE ETF13.0K shares6.94%2026-03-312026-05-13

RPM RPM INTL INC COM6.5K shares1.85%2026-03-312026-05-13

DRH DIAMONDROCK HOSPITALITY CO COM69.1K shares1.50%2026-03-312026-05-13

DIS DISNEY WALT CO COM6.6K shares0.48%2026-03-312026-05-13

MEDTRONIC PLC SHS MEDTRONIC PLC SHS7.2K shares-41.81%2026-03-312026-05-13

PGX INVESCO PREFERRED ETF55.5K shares-0.28%2026-03-312026-05-13

BLACKSTONE INC COM BLACKSTONE INC COM5.2K shares2.38%2026-03-312026-05-13

WMB WILLIAMS COS INC COM8.2K shares0.00%2026-03-312026-05-13

Sponsored

OUTFRONT MEDIA INC COM NEW OUTFRONT MEDIA INC COM NEW22.5K shares-2.17%2026-03-312026-05-13

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.7K shares0.00%2026-03-312026-05-13

RL RALPH LAUREN CORP CL A1.7K shares1.90%2026-03-312026-05-13

D DOMINION ENERGY INC COM9.4K shares3.02%2026-03-312026-05-13

STWD STARWOOD PPTY TR INC COM33.6K shares3.43%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC COM3.5K shares18.23%2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GRP INC COM6.9K shares3.15%2026-03-312026-05-13

INVH INVITATION HOMES INC COM21.9K shares1.42%2026-03-312026-05-13

Sponsored

PNW PINNACLE WEST CAP CORP COM5.4K shares2.61%2026-03-312026-05-13

WMT WALMART INC COM4.4K shares-42.14%2026-03-312026-05-13

R RYDER SYS INC COM2.6K shares-1.80%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L P COM13.5K shares1.77%2026-03-312026-05-13

TOTALENERGIES SE SPONSORED ADS TOTALENERGIES SE SPONSORED ADS5.6K shares1.08%2026-03-312026-05-13

CAH CARDINAL HEALTH INC COM2.4K shares-1.89%2026-03-312026-05-13

CFG CITIZENS FINL GROUP INC COM8.0K shares1.28%2026-03-312026-05-13

T AT&T INC COM16.3K shares-31.82%2026-03-312026-05-13

Sponsored

SMG SCOTTS MIRACLE-GRO CO CL A7.8K shares3.50%2026-03-312026-05-13

GLD SPDR GOLD SHARES1.1K shares-0.81%2026-03-312026-05-13

GRMN GARMIN LTD SHS2.0K shares-0.15%2026-03-312026-05-13

MGA MAGNA INTL INC COM8.3K shares0.85%2026-03-312026-05-13

HTGC HERCULES CAPITAL INC COM31.0K shares0.00%2026-03-312026-05-13

SCHO SCHWAB SHORT-TERM US TREASURY ETF18.8K shares0.00%2026-03-312026-05-13

PFFD GLOBAL X U.S. PREFERRED ETF24.7K shares9.61%2026-03-312026-05-13

DRI DARDEN RESTAURANTS INC COM2.2K shares1.28%2026-03-312026-05-13

Sponsored

TXN TEXAS INSTRS INC COM2.2K shares6.28%2026-03-312026-05-13

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4.6K shares0.66%2026-03-312026-05-13

HASI HA SUSTAINABLE INFRA CAP INC COM11.6K shares1.94%2026-03-312026-05-13

VTRS VIATRIS INC COM31.2K shares-32.48%2026-03-312026-05-13

ORCL ORACLE CORP COM2.8K shares6.26%2026-03-312026-05-13

RITM RITHM CAPITAL CORP COM NEW44.0K shares-1.92%2026-03-312026-05-13

EMBD GLOBAL X EMERGING MARKETS BOND ETF17.8K shares2.42%2026-03-312026-05-13

HAS HASBRO INC COM4.4K shares0.00%2026-03-312026-05-13

Sponsored

STZ CONSTELLATION BRANDS INC CL A2.7K shares4.01%2026-03-312026-05-13

SCHD SCHWAB US DIVIDEND EQUITY ETF12.6K shares-9.07%2026-03-312026-05-13

APD AIR PRODS & CHEMS INC COM1.3K shares6.13%2026-03-312026-05-13

MO ALTRIA GROUP INC COM5.7K shares0.00%2026-03-312026-05-13

OKE ONEOK INC NEW COM4.1K shares-2.24%2026-03-312026-05-13

SKT TANGER INC COM10.7K shares3.02%2026-03-312026-05-13

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK3.1K shares-2.12%2026-03-312026-05-13

ABT ABBOTT LABS COM3.4K shares-0.38%2026-03-312026-05-13

Sponsored

SMMD ISHARES RUSSELL 2500 ETF4.6K shares-2.35%2026-03-312026-05-13

VFC V F CORP COM20.6K shares2.51%2026-03-312026-05-13

MNRO MONRO INC COM21.8K shares-49.10%2026-03-312026-05-13

MELI MERCADOLIBRE INC COM199 shares1.53%2026-03-312026-05-13

VLO VALERO ENERGY CORP COM1.4K shares-0.29%2026-03-312026-05-13

SAM BOSTON BEER INC CL A1.5K shares48.38%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC COM669 shares0.00%2026-03-312026-05-13

CUZ COUSINS PPTYS INC COM NEW14.5K shares3.96%2026-03-312026-05-13

Sponsored

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM3.3K shares-1.09%2026-03-312026-05-13

BNS BANK NOVA SCOTIA B C COM4.7K shares0.37%2026-03-312026-05-13

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM7.0K shares18.52%2026-03-312026-05-13

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF5.5K shares0.27%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP COM3.1K shares-3.34%2026-03-312026-05-13

MTN VAIL RESORTS INC COM2.1K shares-13.90%2026-03-312026-05-13

NEWT NEWTEKONE INC COM NEW24.6K shares0.00%2026-03-312026-05-13

STANLEY BLACK & DECKER INC COM STANLEY BLACK & DECKER INC COM3.7K sharesnew addition2026-03-312026-05-13

Sponsored

SYY SYSCO CORP COM3.7K shares1.24%2026-03-312026-05-13

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.2K shares-17.34%2026-03-312026-05-13

FOUR-PA SHIFT4 PMTS INC 6 SER A CNV PREF4.7K shares4.70%2026-03-312026-05-13

FCPT FOUR CORNERS PPTY TR INC COM10.3K shares5.36%2026-03-312026-05-13

SHYD VANECK SHORT HIGH YIELD MUNI ETF10.6K shares0.00%2026-03-312026-05-13

UTL UNITIL CORP COM4.6K shares-1.80%2026-03-312026-05-13

BBY BEST BUY INC COM3.7K shares5.05%2026-03-312026-05-13

NXT NEXTPOWER INC CLASS A COM2.0K shares-0.91%2026-03-312026-05-13

Sponsored

CSCO CISCO SYS INC COM3.0K shares0.00%2026-03-312026-05-13

FDX FEDEX CORP COM658 shares-0.75%2026-03-312026-05-13

AMAT APPLIED MATLS INC COM683 shares0.00%2026-03-312026-05-13

SHY ISHARES 1-3 YEAR TREASURY BOND ETF2.8K shares0.00%2026-03-312026-05-13

CLX CLOROX CO DEL COM2.2K shares40.03%2026-03-312026-05-13

XRAY DENTSPLY SIRONA INC COM19.7K shares1.60%2026-03-312026-05-13

HQY HEALTHEQUITY INC COM2.7K shares-0.07%2026-03-312026-05-13

RNR RENAISSANCERE HLDGS LTD COM760 shares-0.65%2026-03-312026-05-13

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL COM381 shares-0.78%2026-03-312026-05-13

FLNG FLEX LNG LTD SHS7.6K shares2.12%2026-03-312026-05-13

ENTG ENTEGRIS INC COM1.9K shares-2.58%2026-03-312026-05-13

EXPE EXPEDIA GROUP INC COM NEW958 shares-1.03%2026-03-312026-05-13

IIPR INNOVATIVE INDL PPTYS INC COM4.3K shares0.42%2026-03-312026-05-13

TSLA TESLA INC COM575 shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO COM1.6K shares-0.37%2026-03-312026-05-13

ADI ANALOG DEVICES INC COM666 shares-0.75%2026-03-312026-05-13

Sponsored

BKLN INVESCO SENIOR LOAN ETF10.4K shares0.00%2026-03-312026-05-13

GXO GXO LOGISTICS INCORPORATED COMMON STOCK4.0K shares-1.34%2026-03-312026-05-13

RRX REGAL REXNORD CORPORATION COM1.1K shares9.30%2026-03-312026-05-13

ENB ENBRIDGE INC COM3.9K shares1.32%2026-03-312026-05-13

MKSI MKS INC. COM888 shares-0.56%2026-03-312026-05-13

HXL HEXCEL CORP NEW COM2.5K shares-0.91%2026-03-312026-05-13

TCMD TACTILE SYS TECHNOLOGY INC COM7.8K shares-2.88%2026-03-312026-05-13

CVS CVS HEALTH CORP COM2.7K shares1.75%2026-03-312026-05-13

Sponsored

V VISA INC COM CL A644 shares28.29%2026-03-312026-05-13

CIEN CIENA CORP COM NEW501 shares-43.64%2026-03-312026-05-13

COHERENT CORP COM COHERENT CORP COM815 shares-53.67%2026-03-312026-05-13

MLR MILLER INDS INC TENN COM NEW4.2K shares2.34%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC COM940 shares-1.26%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO COM600 shares-1.32%2026-03-312026-05-13

AVDE AVANTIS INTERNATIONAL EQUITY ETF2.1K shares-3.85%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC CL C1.1K shares0.74%2026-03-312026-05-13

Sponsored

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS2.4K shares-0.17%2026-03-312026-05-13

CFR CULLEN FROST BANKERS INC COM1.3K shares-0.23%2026-03-312026-05-13

COCO VITA COCO CO INC COM3.7K shares-1.16%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC COM518 shares-57.78%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO COM808 shares0.00%2026-03-312026-05-13

NVDA NVIDIA CORPORATION COM986 shares0.00%2026-03-312026-05-13

CGNX COGNEX CORP COM3.5K shares-0.57%2026-03-312026-05-13

TER TERADYNE INC COM570 shares-28.75%2026-03-312026-05-13

Sponsored

COMP COMPASS INC CL A23.0K shares8.20%2026-03-312026-05-13

SSNC SS&C TECHNOLOGIES HLDGS INC COM2.5K shares44.18%2026-03-312026-05-13

DOV DOVER CORP COM777 shares-0.38%2026-03-312026-05-13

FIS FIDELITY NATL INFORMATION SVCS COM3.4K shares-2.99%2026-03-312026-05-13

WDAY WORKDAY INC CL A1.2K shares7600.00%2026-03-312026-05-13

FTS FORTIS INC COM2.8K shares3.35%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC COM578 shares0.00%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC COM1.2K shares0.00%2026-03-312026-05-13

Sponsored

TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF2.9K shares16.35%2026-03-312026-05-13

EBC EASTERN BANKSHARES INC COM7.5K shares5.30%2026-03-312026-05-13

FOUR SHIFT4 PMTS INC CL A3.3K shares3.61%2026-03-312026-05-13

GNRC GENERAC HLDGS INC COM738 shares-1.20%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP COM237 shares-1.66%2026-03-312026-05-13

GRC GORMAN RUPP CO COM2.3K shares0.09%2026-03-312026-05-13

KR KROGER CO COM2.0K shares0.00%2026-03-312026-05-13

LLY ELI LILLY & CO COM153 shares-3.16%2026-03-312026-05-13

Sponsored

TOST TOAST INC CL A5.3K shares110.09%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING INC COM685 shares0.00%2026-03-312026-05-13

AMKR AMKOR TECHNOLOGY INC COM3.1K shares-47.29%2026-03-312026-05-13

POWI POWER INTEGRATIONS INC COM2.7K shares-1.30%2026-03-312026-05-13

ETR ENTERGY CORP NEW COM1.2K shares0.00%2026-03-312026-05-13

TWLO TWILIO INC CL A1.1K shares-0.74%2026-03-312026-05-13

GFS GLOBALFOUNDRIES INC ORDINARY SHARES3.0K shares0.17%2026-03-312026-05-13

TTD THE TRADE DESK INC COM CL A5.9K shares232.26%2026-03-312026-05-13

Sponsored

YOU CLEAR SECURE INC COM CL A2.8K sharesnew addition2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC COM1.8K shares2.62%2026-03-312026-05-13

HRB BLOCK H & R INC COM4.2K shares9.19%2026-03-312026-05-13

TGTX TG THERAPEUTICS INC COM3.9K shares-1.34%2026-03-312026-05-13

EEM ISHARES MSCI EMERGING MARKETS ETF2.3K shares0.00%2026-03-312026-05-13

LEN LENNAR CORP CL A1.5K shares2.30%2026-03-312026-05-13

TOWN TOWNEBANK PORTSMOUTH VA COM3.8K shares5.14%2026-03-312026-05-13

QTWO Q2 HLDGS INC COM2.7K shares93.55%2026-03-312026-05-13

Sponsored

PDFS PDF SOLUTIONS INC COM3.8K shares-1.11%2026-03-312026-05-13

TARS TARSUS PHARMACEUTICALS INC COM1.8K shares-1.27%2026-03-312026-05-13

OKTA OKTA INC CL A1.5K shares12.57%2026-03-312026-05-13

WAY WAYSTAR HOLDING CORP5.0K shares110.95%2026-03-312026-05-13

KDP KEURIG DR PEPPER INC COM4.6K shares0.44%2026-03-312026-05-13

PSMT PRICESMART INC COM794 shares1.66%2026-03-312026-05-13

GPK GRAPHIC PACKAGING HLDG CO COM12.0K shares12.38%2026-03-312026-05-13

BSET BASSETT FURNITURE INDS INC COM8.4K shares4.23%2026-03-312026-05-13

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VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF198 shares73.68%2026-03-312026-05-13

PG PROCTER AND GAMBLE CO COM811 shares0.00%2026-03-312026-05-13

FAST FASTENAL CO COM2.5K shares0.00%2026-03-312026-05-13

SLB SLB LIMITED COM STK2.2K shares-0.93%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP COM968 shares-7.19%2026-03-312026-05-13

IFF INTERNATIONAL FLAVORS&FRAGRANC COM1.6K shares1.95%2026-03-312026-05-13

MGNI MAGNITE INC COM9.6K shares6.70%2026-03-312026-05-13

UMBF UMB FINL CORP COM987 shares0.92%2026-03-312026-05-13

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EPAM EPAM SYS INC COM816 shares-2.86%2026-03-312026-05-13

SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF4.8K shares0.00%2026-03-312026-05-13

SCYB SCHWAB HIGH YIELD BOND ETF4.2K shares-28.45%2026-03-312026-05-13

ALGM ALLEGRO MICROSYSTEMS INC COM3.4K shares-25.40%2026-03-312026-05-13

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM1.4K shares-1.45%2026-03-312026-05-13

AZZ AZZ INC COM833 shares-2.34%2026-03-312026-05-13

NBIX NEUROCRINE BIOSCIENCES INC COM787 shares-13.71%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC COM287 shares0.00%2026-03-312026-05-13

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PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR2.9K shares0.00%2026-03-312026-05-13

MERCK & CO INC COM MERCK & CO INC COM842 shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC COM497 shares-19.84%2026-03-312026-05-13

IDA IDACORP INC COM700 shares-3.18%2026-03-312026-05-13

GE AEROSPACE COM NEW GE AEROSPACE COM NEW349 shares0.00%2026-03-312026-05-13

IEI ISHARES 3-7 YEAR TREASURY BOND ETF830 shares2.34%2026-03-312026-05-13

EBAY EBAY INC. COM1.1K shares-2.01%2026-03-312026-05-13

HIG HARTFORD FINL SVCS GROUP INC COM717 shares0.00%2026-03-312026-05-13

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CRUS CIRRUS LOGIC INC COM667 shares-0.45%2026-03-312026-05-13

EQR EQUITY RESIDENTIAL SH BEN INT1.6K shares4.42%2026-03-312026-05-13

INTC INTEL CORP COM2.1K shares-0.23%2026-03-312026-05-13

WFC WELLS FARGO & CO COM1.2K shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC COM967 shares12.84%2026-03-312026-05-13

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF2.0K shares0.00%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC. COM1.4K shares1.77%2026-03-312026-05-13

RBRK RUBRIK INC. CL A1.9K sharesnew addition2026-03-312026-05-13

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CRM SALESFORCE INC COM496 shares-1.59%2026-03-312026-05-13

CELH CELSIUS HLDGS INC COM NEW2.6K shares0.79%2026-03-312026-05-13

AMP AMERIPRISE FINL INC COM200 shares0.00%2026-03-312026-05-13

DKS DICKS SPORTING GOODS INC COM443 shares-42.99%2026-03-312026-05-13

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C305 shares-2.24%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC COM2.7K shares34137.50%2026-03-312026-05-13

GWRE GUIDEWIRE SOFTWARE INC COM581 sharesnew addition2026-03-312026-05-13

CL COLGATE PALMOLIVE CO COM1.0K shares0.00%2026-03-312026-05-13

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CPRT COPART INC COM2.6K shares-1.34%2026-03-312026-05-13

DFCF DIMENSIONAL CORE FIXED INCOME ETF2.0K shares44.64%2026-03-312026-05-13

AR ANTERO RESOURCES CORP COM2.0K sharesnew addition2026-03-312026-05-13

WMG WARNER MUSIC GROUP CORP COM CL A3.3K sharesnew addition2026-03-312026-05-13

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF1.6K shares38.17%2026-03-312026-05-13

MTB M & T BK CORP COM400 shares0.00%2026-03-312026-05-13

FTI TECHNIPFMC PLC COM1.2K shares0.00%2026-03-312026-05-13

HUBS Hubspot Inc325 sharesnew addition2026-03-312026-05-13

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VRTX VERTEX PHARMACEUTICALS INC COM175 shares-1.69%2026-03-312026-05-13

CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF2.9K shares19.03%2026-03-312026-05-13

AMGN AMGEN INC COM217 shares-21.66%2026-03-312026-05-13

IDCC INTERDIGITAL INC COM249 shares0.00%2026-03-312026-05-13

MRGR PROSHARES MERGER ETF1.6K shares3.45%2026-03-312026-05-13

CNK CINEMARK HLDGS INC COM2.6K shares0.00%2026-03-312026-05-13

ITIC INVESTORS TITLE CO NC COM338 shares0.00%2026-03-312026-05-13

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GEV GE VERNOVA INC COM84 shares0.00%2026-03-312026-05-13

PR PERMIAN RESOURCES CORP CLASS A COM3.4K shares0.00%2026-03-312026-05-13

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OGS ONE GAS INC COM841 shares1.45%2026-03-312026-05-13

EQIX EQUINIX INC COM70 shares-5.41%2026-03-312026-05-13

JMUB JPMORGAN MUNICIPAL ETF1.4K shares-1.44%2026-03-312026-05-13

KLAC KLA CORP COM NEW45 shares0.00%2026-03-312026-05-13

HDSN HUDSON TECHNOLOGIES INC COM11.4K shares1.24%2026-03-312026-05-13

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VVV VALVOLINE INC COM2.0K shares0.25%2026-03-312026-05-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF826 shares0.00%2026-03-312026-05-13

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF2.2K shares1.38%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF TR TR UNIT96 shares60.00%2026-03-312026-05-13

META META PLATFORMS INC CL A110 shares-2.65%2026-03-312026-05-13

SYF SYNCHRONY FINANCIAL COM923 shares0.00%2026-03-312026-05-13

AMT AMERICAN TOWER CORP NEW COM363 shares6.76%2026-03-312026-05-13

ISHARES GOLD TRUST ISHARES GOLD TRUST708 shares0.00%2026-03-312026-05-13

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MTX MINERALS TECHNOLOGIES INC COM879 shares0.00%2026-03-312026-05-13

SBUX STARBUCKS CORP COM675 shares0.00%2026-03-312026-05-13

CNI CANADIAN NATL RY CO COM588 shares0.00%2026-03-312026-05-13

STT STATE STR CORP COM469 shares0.00%2026-03-312026-05-13

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BOOT BOOT BARN HLDGS INC COM397 shares-14.62%2026-03-312026-05-13

BXP BXP INC COM1.1K shares-2.19%2026-03-312026-05-13

ROP ROPER TECHNOLOGIES INC COM163 shares0.00%2026-03-312026-05-13

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KO COCA COLA CO COM751 shares-0.53%2026-03-312026-05-13

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF1.4K shares39.02%2026-03-312026-05-13

IWV ISHARES RUSSELL 3000 ETF148 shares0.00%2026-03-312026-05-13

FLR FLUOR CORP NEW COM1.2K shares0.00%2026-03-312026-05-13

NOW SERVICENOW INC COM502 shares4.58%2026-03-312026-05-13

NMT NUVEEN MASSACHUSETS QLT MUN FD COM4.3K shares0.00%2026-03-312026-05-13

GPN GLOBAL PMTS INC COM777 shares1.04%2026-03-312026-05-13

ABCB AMERIS BANCORP COM665 shares2.15%2026-03-312026-05-13

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YUM YUM BRANDS INC COM330 shares0.00%2026-03-312026-05-13

TRP TC ENERGY CORP COM800 shares0.00%2026-03-312026-05-13

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VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF1.0K shares0.00%2026-03-312026-05-13

BJRI BJS RESTAURANTS INC COM1.4K shares0.00%2026-03-312026-05-13

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS1.6K shares0.00%2026-03-312026-05-13

CAT CATERPILLAR INC COM66 shares-7.04%2026-03-312026-05-13

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DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW338 shares-4.25%2026-03-312026-05-13

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O REALTY INCOME CORP COM720 shares0.00%2026-03-312026-05-13

AX AXOS FINANCIAL INC COM512 shares0.00%2026-03-312026-05-13

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BLFS BIOLIFE SOLUTIONS INC COM NEW2.3K shares0.00%2026-03-312026-05-13

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AA ALCOA CORP COM645 shares0.00%2026-03-312026-05-13

UNM UNUM GROUP COM571 shares0.00%2026-03-312026-05-13

SMOT VANECK MORNINGSTAR SMID MOAT ETF1.2K shares41.92%2026-03-312026-05-13

DVY ISHARES SELECT DIVIDEND ETF274 shares-3.52%2026-03-312026-05-13

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF377 shares-5.04%2026-03-312026-05-13

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DHR DANAHER CORPORATION COM216 shares0.00%2026-03-312026-05-13

EMBJ EMBRAER S.A. SPONSORED ADS685 shares0.00%2026-03-312026-05-13

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IRMD IRADIMED CORP COM402 shares0.00%2026-03-312026-05-13

EEFT EURONET WORLDWIDE INC COM580 shares-1.53%2026-03-312026-05-13

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OFG OFG BANCORP COM760 shares0.00%2026-03-312026-05-13

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IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF570 shares0.00%2026-03-312026-05-13

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BROS DUTCH BROS INC CL A587 shares58.65%2026-03-312026-05-13

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NTGR NETGEAR INC COM1.2K shares-61.64%2026-03-312026-05-13

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF854 shares0.00%2026-03-312026-05-13

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PCRX PACIRA BIOSCIENCES INC COM977 shares0.00%2026-03-312026-05-13

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MET METLIFE INC COM292 shares0.00%2026-03-312026-05-13

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TT TRANE TECHNOLOGIES PLC SHS46 shares0.00%2026-03-312026-05-13

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PCOR PROCORE TECHNOLOGIES INC COM293 shares0.00%2026-03-312026-05-13

NTLA INTELLIA THERAPEUTICS INC COM1.3K shares0.00%2026-03-312026-05-13

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FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF379 shares0.00%2026-03-312026-05-13

UAL UNITED AIRLS HLDGS INC COM157 shares0.00%2026-03-312026-05-13

DOLE1 DOLE PLC ORD SHS1.0K shares0.00%2026-03-312026-05-13

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MEGI NYLI CBRE GBL INFR MEGTRNDS TR COM875 shares0.00%2026-03-312026-05-13

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CMC COMMERCIAL METALS CO COM198 shares0.00%2026-03-312026-05-13

FE FIRSTENERGY CORP COM238 shares0.00%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC COM46 shares0.00%2026-03-312026-05-13

AVMV AVANTIS U.S. MID CAP VALUE ETF160 shares0.00%2026-03-312026-05-13

LOW LOWES COS INC COM50 shares0.00%2026-03-312026-05-13

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF273 shares11.43%2026-03-312026-05-13

AVUV AVANTIS U.S. SMALL CAP VALUE ETF105 shares0.00%2026-03-312026-05-13

Sponsored

GSHD GOOSEHEAD INS INC COM CL A271 shares0.00%2026-03-312026-05-13

BCRX BIOCRYST PHARMACEUTICALS INC COM1.2K sharesnew addition2026-03-312026-05-13

PBW INVESCO WILDERHILL CLEAN ENERGY ETF351 shares0.00%2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO COM150 shares0.00%2026-03-312026-05-13

CLF CLEVELAND-CLIFFS INC NEW COM1.3K shares0.00%2026-03-312026-05-13

INDB INDEPENDENT BK CORP MASS COM143 shares0.00%2026-03-312026-05-13

USAR USA RARE EARTH INC COM695 shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP COM215 shares0.00%2026-03-312026-05-13

Sponsored

FLTR VANECK IG FLOATING RATE ETF400 shares0.00%2026-03-312026-05-13

AER AERCAP HOLDINGS NV SHS74 shares-43.94%2026-03-312026-05-13

VWO VANGUARD FTSE EMERGING MARKETS ETF187 sharesnew addition2026-03-312026-05-13

NTRA NATERA INC COM50 shares0.00%2026-03-312026-05-13

MDXG MIMEDX GROUP INC COM2.5K shares-6.72%2026-03-312026-05-13

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF100 shares0.00%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A SHS20 shares0.00%2026-03-312026-05-13

IJR ISHARES CORE S&P SMALL CAP ETF78 shares0.00%2026-03-312026-05-13

Sponsored

COST COSTCO WHSL CORP NEW COM9 shares-30.77%2026-03-312026-05-13

PPL PPL CORP COM250 shares0.00%2026-03-312026-05-13

SRG SERITAGE GROWTH PPTYS CL A3.4K shares0.00%2026-03-312026-05-13

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF265 shares130.43%2026-03-312026-05-13

SMR NUSCALE PWR CORP CL A COM850 shares0.00%2026-03-312026-05-13

TAP MOLSON COORS BEVERAGE CO CL B212 shares-15.87%2026-03-312026-05-13

DG DOLLAR GEN CORP NEW COM76 shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP COM29 shares-12.12%2026-03-312026-05-13

Sponsored

PCEF INVESCO CEF INCOME COMPOSITE ETF474 shares-3.07%2026-03-312026-05-13

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF97 shares0.00%2026-03-312026-05-13

ZBH ZIMMER BIOMET HOLDINGS INC COM98 shares0.00%2026-03-312026-05-13

BHB BAR HBR BANKSHARES COM270 shares0.00%2026-03-312026-05-13

SCHH SCHWAB U.S. REIT ETF404 shares-11.40%2026-03-312026-05-13

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF135 shares0.00%2026-03-312026-05-13

SHOP SHOPIFY INC CL A70 shares0.00%2026-03-312026-05-13

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF100 shares0.00%2026-03-312026-05-13

Sponsored

SNA SNAP ON INC COM22 shares0.00%2026-03-312026-05-13

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF100 shares0.00%2026-03-312026-05-13

PSA PUBLIC STORAGE OPER CO COM29 shares0.00%2026-03-312026-05-13

KTB KONTOOR BRANDS INC COM110 shares0.00%2026-03-312026-05-13

HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF206 shares0.00%2026-03-312026-05-13

LKQ LKQ CORP COM253 shares0.00%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK104 shares0.00%2026-03-312026-05-13

RB GLOBAL INC COM RB GLOBAL INC COM76 shares0.00%2026-03-312026-05-13

Sponsored

ALL ALLSTATE CORP COM35 shares0.00%2026-03-312026-05-13

UPS UNITED PARCEL SERVICE INC CL B73 shares52.08%2026-03-312026-05-13

H HYATT HOTELS CORP COM CL A50 shares0.00%2026-03-312026-05-13

EFA ISHARES MSCI EAFE ETF72 shares0.00%2026-03-312026-05-13

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

3.95%

Shares145.0K

Event2026-03-31

Filed2026-05-13

QEFA

SPDR MSCI EAFE STRATEGICFACTORS ETF

2.05%

Shares43.5K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

3.14%

Shares37.3K

Event2026-03-31

Filed2026-05-13

FRDM

FREEDOM 100 EMERGING MARKETS ETF

0.18%

Shares62.2K

Event2026-03-31

Filed2026-05-13

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

0.66%

Shares106.6K

Event2026-03-31

Filed2026-05-13

TRI CONTL CORP COM

0.34%

Shares92.7K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO. COM

-0.19%

Shares8.9K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW COM

-0.12%

Shares16.1K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.36%

Shares48.5K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB US TIPS ETF

1.92%

Shares91.2K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC COM

0.17%

Shares9.4K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

0.37%

Shares7.0K

Event2026-03-31

Filed2026-05-13

JSI

JANUS HENDERSON SECURITIZED INCOME ETF

3.13%

Shares44.9K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION COM

-15.16%

Shares10.1K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-3.82%

Shares16.2K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC COM

0.21%

Shares7.5K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORP NEW COM

-0.34%

Shares7.9K

Event2026-03-31

Filed2026-05-13

ANGL

VANECK FALLEN ANGEL HIGH YIELD BOND ETF

2.80%

Shares54.1K

Event2026-03-31

Filed2026-05-13

TOTL

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

-0.12%

Shares39.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP COM

0.46%

Shares4.2K

Event2026-03-31

Filed2026-05-13

JHPI

JOHN HANCOCK PREFERRED INCOME ETF

4.03%

Shares65.0K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG SPONSORED ADR

0.66%

Shares9.1K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP COM

0.81%

Shares5.6K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-22.06%

Shares3.5K

Event2026-03-31

Filed2026-05-13

EMTL

STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF

2.71%

Shares29.3K

Event2026-03-31

Filed2026-05-13

ITM

VANECK INTERMEDIATE MUNI ETF

0.00%

Shares26.1K

Event2026-03-31

Filed2026-05-13

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

0.00%

Shares45.1K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO COM

0.56%

Shares11.4K

Event2026-03-31

Filed2026-05-13

EPR

EPR PPTYS COM SH BEN INT

0.84%

Shares22.0K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO COM

1.84%

Shares17.3K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CTLS INTL PLC SHS

0.77%

Shares7.9K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC COM

1.02%

Shares36.7K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC COM

-15.85%

Shares20.5K

Event2026-03-31

Filed2026-05-13

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

0.15%

Shares10.9K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC SHS

0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-13

AZN

ASTRAZENECA PLC SPONSORED ADR

-49.37%

Shares5.0K

Event2026-03-31

Filed2026-05-13

FHI

FEDERATED HERMES INC CL B

1.11%

Shares17.2K

Event2026-03-31

Filed2026-05-13

POWL

POWELL INDS INC COM

-43.92%

Shares1.8K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC COM

-39.99%

Shares7.1K

Event2026-03-31

Filed2026-05-13

TYG

TORTOISE ENERGY INFRA CORP COM

1.79%

Shares18.8K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC COM

3.04%

Shares6.7K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP COM

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

QUS

STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF

-1.95%

Shares5.3K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW

-5.74%

Shares1.8K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

0.23%

Shares8.7K

Event2026-03-31

Filed2026-05-13

TPR

TAPESTRY INC COM

-0.94%

Shares5.9K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC COM

1.58%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL A

-2.53%

Shares2.7K

Event2026-03-31

Filed2026-05-13

ARCC

ARES CAPITAL CORP COM

1.38%

Shares42.5K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS COM

0.29%

Shares3.1K

Event2026-03-31

Filed2026-05-13

NTAP

NETAPP INC COM

2.68%

Shares7.2K

Event2026-03-31

Filed2026-05-13

LNG

CHENIERE ENERGY INC COM NEW

3.42%

Shares2.5K

Event2026-03-31

Filed2026-05-13

LNC

LINCOLN NATL CORP IND COM

-1.07%

Shares20.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC COM

0.83%

Shares2.2K

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC CL A

0.77%

Shares12.5K

Event2026-03-31

Filed2026-05-13

ADC

AGREE RLTY CORP COM

0.26%

Shares9.5K

Event2026-03-31

Filed2026-05-13

LEA

LEAR CORP COM NEW

1.33%

Shares5.9K

Event2026-03-31

Filed2026-05-13

BROADCOM INC COM

-1.92%

Shares2.2K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC COM

-2.03%

Shares3.3K

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC COM

0.30%

Shares2.3K

Event2026-03-31

Filed2026-05-13

IGEB

ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF

4.58%

Shares15.1K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON COM

-0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL COM

-26.39%

Shares19.8K

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP COM

2.56%

Shares14.3K

Event2026-03-31

Filed2026-05-13

TFLR

T. ROWE PRICE FLOATING RATE ETF

6.94%

Shares13.0K

Event2026-03-31

Filed2026-05-13

RPM

RPM INTL INC COM

1.85%

Shares6.5K

Event2026-03-31

Filed2026-05-13

DRH

DIAMONDROCK HOSPITALITY CO COM

1.50%

Shares69.1K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO COM

0.48%

Shares6.6K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC SHS

-41.81%

Shares7.2K

Event2026-03-31

Filed2026-05-13

PGX

INVESCO PREFERRED ETF

-0.28%

Shares55.5K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC COM

2.38%

Shares5.2K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC COM

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-13

OUTFRONT MEDIA INC COM NEW

-2.17%

Shares22.5K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP COM

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

RALPH LAUREN CORP CL A

1.90%

Shares1.7K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC COM

3.02%

Shares9.4K

Event2026-03-31

Filed2026-05-13

STWD

STARWOOD PPTY TR INC COM

3.43%

Shares33.6K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC COM

18.23%

Shares3.5K

Event2026-03-31

Filed2026-05-13

PEG

PUBLIC SVC ENTERPRISE GRP INC COM

3.15%

Shares6.9K

Event2026-03-31

Filed2026-05-13

INVH

INVITATION HOMES INC COM

1.42%

Shares21.9K

Event2026-03-31

Filed2026-05-13

PNW

PINNACLE WEST CAP CORP COM

2.61%

Shares5.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC COM

-42.14%

Shares4.4K

Event2026-03-31

Filed2026-05-13

RYDER SYS INC COM

-1.80%

Shares2.6K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L P COM

1.77%

Shares13.5K

Event2026-03-31

Filed2026-05-13

TOTALENERGIES SE SPONSORED ADS

1.08%

Shares5.6K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC COM

-1.89%

Shares2.4K

Event2026-03-31

Filed2026-05-13

CFG

CITIZENS FINL GROUP INC COM

1.28%

Shares8.0K

Event2026-03-31

Filed2026-05-13

AT&T INC COM

-31.82%

Shares16.3K

Event2026-03-31

Filed2026-05-13

SMG

SCOTTS MIRACLE-GRO CO CL A

3.50%

Shares7.8K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD SHARES

-0.81%

Shares1.1K

Event2026-03-31

Filed2026-05-13

GRMN

GARMIN LTD SHS

-0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MGA

MAGNA INTL INC COM

0.85%

Shares8.3K

Event2026-03-31

Filed2026-05-13

HTGC

HERCULES CAPITAL INC COM

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-13

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-13

PFFD

GLOBAL X U.S. PREFERRED ETF

9.61%

Shares24.7K

Event2026-03-31

Filed2026-05-13

DRI

DARDEN RESTAURANTS INC COM

1.28%

Shares2.2K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC COM

6.28%

Shares2.2K

Event2026-03-31

Filed2026-05-13

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

0.66%

Shares4.6K

Event2026-03-31

Filed2026-05-13

HASI

HA SUSTAINABLE INFRA CAP INC COM

1.94%

Shares11.6K

Event2026-03-31

Filed2026-05-13

VTRS

VIATRIS INC COM

-32.48%

Shares31.2K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP COM

6.26%

Shares2.8K

Event2026-03-31

Filed2026-05-13

RITM

RITHM CAPITAL CORP COM NEW

-1.92%

Shares44.0K

Event2026-03-31

Filed2026-05-13

EMBD

GLOBAL X EMERGING MARKETS BOND ETF

2.42%

Shares17.8K

Event2026-03-31

Filed2026-05-13

HAS

HASBRO INC COM

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

STZ

CONSTELLATION BRANDS INC CL A

4.01%

Shares2.7K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-9.07%

Shares12.6K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODS & CHEMS INC COM

6.13%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC COM

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW COM

-2.24%

Shares4.1K

Event2026-03-31

Filed2026-05-13

SKT

TANGER INC COM

3.02%

Shares10.7K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC COMMON STOCK

-2.12%

Shares3.1K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABS COM

-0.38%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SMMD

ISHARES RUSSELL 2500 ETF

-2.35%

Shares4.6K

Event2026-03-31

Filed2026-05-13

VFC

V F CORP COM

2.51%

Shares20.6K

Event2026-03-31

Filed2026-05-13

MNRO

MONRO INC COM

-49.10%

Shares21.8K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC COM

1.53%

Shares199

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP COM

-0.29%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SAM

BOSTON BEER INC CL A

48.38%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC COM

0.00%

Shares669

Event2026-03-31

Filed2026-05-13

CUZ

COUSINS PPTYS INC COM NEW

3.96%

Shares14.5K

Event2026-03-31

Filed2026-05-13

MARVELL TECHNOLOGY INC COM

-1.09%

Shares3.3K

Event2026-03-31

Filed2026-05-13

BNS

BANK NOVA SCOTIA B C COM

0.37%

Shares4.7K

Event2026-03-31

Filed2026-05-13

DUPONT DE NEMOURS INC COM

18.52%

Shares7.0K

Event2026-03-31

Filed2026-05-13

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.27%

Shares5.5K

Event2026-03-31

Filed2026-05-13

KMB

KIMBERLY-CLARK CORP COM

-3.34%

Shares3.1K

Event2026-03-31

Filed2026-05-13

MTN

VAIL RESORTS INC COM

-13.90%

Shares2.1K

Event2026-03-31

Filed2026-05-13

NEWT

NEWTEKONE INC COM NEW

0.00%

Shares24.6K

Event2026-03-31

Filed2026-05-13

STANLEY BLACK & DECKER INC COM

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

SYY

SYSCO CORP COM

1.24%

Shares3.7K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP COM NEW

-17.34%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FOUR-PA

SHIFT4 PMTS INC 6 SER A CNV PREF

4.70%

Shares4.7K

Event2026-03-31

Filed2026-05-13

FCPT

FOUR CORNERS PPTY TR INC COM

5.36%

Shares10.3K

Event2026-03-31

Filed2026-05-13

SHYD

VANECK SHORT HIGH YIELD MUNI ETF

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-13

UTL

UNITIL CORP COM

-1.80%

Shares4.6K

Event2026-03-31

Filed2026-05-13

BBY

BEST BUY INC COM

5.05%

Shares3.7K

Event2026-03-31

Filed2026-05-13

NXT

NEXTPOWER INC CLASS A COM

-0.91%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP COM

-0.75%

Shares658

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC COM

0.00%

Shares683

Event2026-03-31

Filed2026-05-13

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

CLX

CLOROX CO DEL COM

40.03%

Shares2.2K

Event2026-03-31

Filed2026-05-13

XRAY

DENTSPLY SIRONA INC COM

1.60%

Shares19.7K

Event2026-03-31

Filed2026-05-13

HQY

HEALTHEQUITY INC COM

-0.07%

Shares2.7K

Event2026-03-31

Filed2026-05-13

RNR

RENAISSANCERE HLDGS LTD COM

-0.65%

Shares760

Event2026-03-31

Filed2026-05-13

UTHR

UNITED THERAPEUTICS CORP DEL COM

-0.78%

Shares381

Event2026-03-31

Filed2026-05-13

FLNG

FLEX LNG LTD SHS

2.12%

Shares7.6K

Event2026-03-31

Filed2026-05-13

ENTG

ENTEGRIS INC COM

-2.58%

Shares1.9K

Event2026-03-31

Filed2026-05-13

EXPE

EXPEDIA GROUP INC COM NEW

-1.03%

Shares958

Event2026-03-31

Filed2026-05-13

IIPR

INNOVATIVE INDL PPTYS INC COM

0.42%

Shares4.3K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC COM

0.00%

Shares575

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO COM

-0.37%

Shares1.6K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC COM

-0.75%

Shares666

Event2026-03-31

Filed2026-05-13

BKLN

INVESCO SENIOR LOAN ETF

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-13

GXO

GXO LOGISTICS INCORPORATED COMMON STOCK

-1.34%

Shares4.0K

Event2026-03-31

Filed2026-05-13

RRX

REGAL REXNORD CORPORATION COM

9.30%

Shares1.1K

Event2026-03-31

Filed2026-05-13

ENB

ENBRIDGE INC COM

1.32%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MKSI

MKS INC. COM

-0.56%

Shares888

Event2026-03-31

Filed2026-05-13

HXL

HEXCEL CORP NEW COM

-0.91%

Shares2.5K

Event2026-03-31

Filed2026-05-13

TCMD

TACTILE SYS TECHNOLOGY INC COM

-2.88%

Shares7.8K

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP COM

1.75%

Shares2.7K

Event2026-03-31

Filed2026-05-13

VISA INC COM CL A

28.29%

Shares644

Event2026-03-31

Filed2026-05-13

CIEN

CIENA CORP COM NEW

-43.64%

Shares501

Event2026-03-31

Filed2026-05-13

COHERENT CORP COM

-53.67%

Shares815

Event2026-03-31

Filed2026-05-13

MLR

MILLER INDS INC TENN COM NEW

2.34%

Shares4.2K

Event2026-03-31

Filed2026-05-13

FANG

DIAMONDBACK ENERGY INC COM

-1.26%

Shares940

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO COM

-1.32%

Shares600

Event2026-03-31

Filed2026-05-13

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

-3.85%

Shares2.1K

Event2026-03-31

Filed2026-05-13

DELL

DELL TECHNOLOGIES INC CL C

0.74%

Shares1.1K

Event2026-03-31

Filed2026-05-13

SOLSTICE ADVANCED MATLS INC COM SHS

-0.17%

Shares2.4K

Event2026-03-31

Filed2026-05-13

CFR

CULLEN FROST BANKERS INC COM

-0.23%

Shares1.3K

Event2026-03-31

Filed2026-05-13

COCO

VITA COCO CO INC COM

-1.16%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC COM

-57.78%

Shares518

Event2026-03-31

Filed2026-05-13

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares808

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION COM

0.00%

Shares986

Event2026-03-31

Filed2026-05-13

CGNX

COGNEX CORP COM

-0.57%

Shares3.5K

Event2026-03-31

Filed2026-05-13

TER

TERADYNE INC COM

-28.75%

Shares570

Event2026-03-31

Filed2026-05-13

COMP

COMPASS INC CL A

8.20%

Shares23.0K

Event2026-03-31

Filed2026-05-13

SSNC

SS&C TECHNOLOGIES HLDGS INC COM

44.18%

Shares2.5K

Event2026-03-31

Filed2026-05-13

DOV

DOVER CORP COM

-0.38%

Shares777

Event2026-03-31

Filed2026-05-13

FIS

FIDELITY NATL INFORMATION SVCS COM

-2.99%

Shares3.4K

Event2026-03-31

Filed2026-05-13

WDAY

WORKDAY INC CL A

7600.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FTS

FORTIS INC COM

3.35%

Shares2.8K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC COM

0.00%

Shares578

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

TBUX

T. ROWE PRICE ULTRA SHORT-TERM BOND ETF

16.35%

Shares2.9K

Event2026-03-31

Filed2026-05-13

EBC

EASTERN BANKSHARES INC COM

5.30%

Shares7.5K

Event2026-03-31

Filed2026-05-13

FOUR

SHIFT4 PMTS INC CL A

3.61%

Shares3.3K

Event2026-03-31

Filed2026-05-13

GNRC

GENERAC HLDGS INC COM

-1.20%

Shares738

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP COM

-1.66%

Shares237

Event2026-03-31

Filed2026-05-13

GRC

GORMAN RUPP CO COM

0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-13

KROGER CO COM

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO COM

-3.16%

Shares153

Event2026-03-31

Filed2026-05-13

TOST

TOAST INC CL A

110.09%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING INC COM

0.00%

Shares685

Event2026-03-31

Filed2026-05-13

AMKR

AMKOR TECHNOLOGY INC COM

-47.29%

Shares3.1K

Event2026-03-31

Filed2026-05-13

POWI

POWER INTEGRATIONS INC COM

-1.30%

Shares2.7K

Event2026-03-31

Filed2026-05-13

ETR

ENTERGY CORP NEW COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

TWLO

TWILIO INC CL A

-0.74%

Shares1.1K

Event2026-03-31

Filed2026-05-13

GFS

GLOBALFOUNDRIES INC ORDINARY SHARES

0.17%

Shares3.0K

Event2026-03-31

Filed2026-05-13

TTD

THE TRADE DESK INC COM CL A

232.26%

Shares5.9K

Event2026-03-31

Filed2026-05-13

YOU

CLEAR SECURE INC COM CL A

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC COM

2.62%

Shares1.8K

Event2026-03-31

Filed2026-05-13

HRB

BLOCK H & R INC COM

9.19%

Shares4.2K

Event2026-03-31

Filed2026-05-13

TGTX

TG THERAPEUTICS INC COM

-1.34%

Shares3.9K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

LEN

LENNAR CORP CL A

2.30%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TOWN

TOWNEBANK PORTSMOUTH VA COM

5.14%

Shares3.8K

Event2026-03-31

Filed2026-05-13

QTWO

Q2 HLDGS INC COM

93.55%

Shares2.7K

Event2026-03-31

Filed2026-05-13

PDFS

PDF SOLUTIONS INC COM

-1.11%

Shares3.8K

Event2026-03-31

Filed2026-05-13

TARS

TARSUS PHARMACEUTICALS INC COM

-1.27%

Shares1.8K

Event2026-03-31

Filed2026-05-13

OKTA

OKTA INC CL A

12.57%

Shares1.5K

Event2026-03-31

Filed2026-05-13

WAY

WAYSTAR HOLDING CORP

110.95%

Shares5.0K

Event2026-03-31

Filed2026-05-13

KDP

KEURIG DR PEPPER INC COM

0.44%

Shares4.6K

Event2026-03-31

Filed2026-05-13

PSMT

PRICESMART INC COM

1.66%

Shares794

Event2026-03-31

Filed2026-05-13

GPK

GRAPHIC PACKAGING HLDG CO COM

12.38%

Shares12.0K

Event2026-03-31

Filed2026-05-13

BSET

BASSETT FURNITURE INDS INC COM

4.23%

Shares8.4K

Event2026-03-31

Filed2026-05-13

VANGUARD S&P 500 ETF

73.68%

Shares198

Event2026-03-31

Filed2026-05-13

PROCTER AND GAMBLE CO COM

0.00%

Shares811

Event2026-03-31

Filed2026-05-13

FAST

FASTENAL CO COM

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED COM STK

-0.93%

Shares2.2K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP COM

-7.19%

Shares968

Event2026-03-31

Filed2026-05-13

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

1.95%

Shares1.6K

Event2026-03-31

Filed2026-05-13

MGNI

MAGNITE INC COM

6.70%

Shares9.6K

Event2026-03-31

Filed2026-05-13

UMBF

UMB FINL CORP COM

0.92%

Shares987

Event2026-03-31

Filed2026-05-13

EPAM

EPAM SYS INC COM

-2.86%

Shares816

Event2026-03-31

Filed2026-05-13

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

SCYB

SCHWAB HIGH YIELD BOND ETF

-28.45%

Shares4.2K

Event2026-03-31

Filed2026-05-13

ALGM

ALLEGRO MICROSYSTEMS INC COM

-25.40%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CANADIAN PACIFIC KANSAS CITY COM

-1.45%

Shares1.4K

Event2026-03-31

Filed2026-05-13

AZZ

AZZ INC COM

-2.34%

Shares833

Event2026-03-31

Filed2026-05-13

NBIX

NEUROCRINE BIOSCIENCES INC COM

-13.71%

Shares787

Event2026-03-31

Filed2026-05-13

ROK

ROCKWELL AUTOMATION INC COM

0.00%

Shares287

Event2026-03-31

Filed2026-05-13

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC COM

0.00%

Shares842

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC COM

-19.84%

Shares497

Event2026-03-31

Filed2026-05-13

IDA

IDACORP INC COM

-3.18%

Shares700

Event2026-03-31

Filed2026-05-13

GE AEROSPACE COM NEW

0.00%

Shares349

Event2026-03-31

Filed2026-05-13

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

2.34%

Shares830

Event2026-03-31

Filed2026-05-13

EBAY

EBAY INC. COM

-2.01%

Shares1.1K

Event2026-03-31

Filed2026-05-13

HIG

HARTFORD FINL SVCS GROUP INC COM

0.00%

Shares717

Event2026-03-31

Filed2026-05-13

CRUS

CIRRUS LOGIC INC COM

-0.45%

Shares667

Event2026-03-31

Filed2026-05-13

EQR

EQUITY RESIDENTIAL SH BEN INT

4.42%

Shares1.6K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP COM

-0.23%

Shares2.1K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC COM

12.84%

Shares967

Event2026-03-31

Filed2026-05-13

TFI

STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MCHP

MICROCHIP TECHNOLOGY INC. COM

1.77%

Shares1.4K

Event2026-03-31

Filed2026-05-13

RBRK

RUBRIK INC. CL A

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC COM

-1.59%

Shares496

Event2026-03-31

Filed2026-05-13

CELH

CELSIUS HLDGS INC COM NEW

0.79%

Shares2.6K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC COM

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

DKS

DICKS SPORTING GOODS INC COM

-42.99%

Shares443

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL C

-2.24%

Shares305

Event2026-03-31

Filed2026-05-13

CMG

CHIPOTLE MEXICAN GRILL INC COM

34137.50%

Shares2.7K

Event2026-03-31

Filed2026-05-13

GWRE

GUIDEWIRE SOFTWARE INC COM

New

Shares581

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO COM

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

CPRT

COPART INC COM

-1.34%

Shares2.6K

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

44.64%

Shares2.0K

Event2026-03-31

Filed2026-05-13

ANTERO RESOURCES CORP COM

New

Shares2.0K

Event2026-03-31

Filed2026-05-13

WMG

WARNER MUSIC GROUP CORP COM CL A

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

38.17%

Shares1.6K

Event2026-03-31

Filed2026-05-13

MTB

M & T BK CORP COM

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

FTI

TECHNIPFMC PLC COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

HUBS

Hubspot Inc

New

Shares325

Event2026-03-31

Filed2026-05-13

FRPT

Freshpet Inc

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC COM

-1.69%

Shares175

Event2026-03-31

Filed2026-05-13

CSRE

COHEN & STEERS REAL ESTATE ACTIVE ETF

19.03%

Shares2.9K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC COM

-21.66%

Shares217

Event2026-03-31

Filed2026-05-13

IDCC

INTERDIGITAL INC COM

0.00%

Shares249

Event2026-03-31

Filed2026-05-13

MRGR

PROSHARES MERGER ETF

3.45%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CNK

CINEMARK HLDGS INC COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

ITIC

INVESTORS TITLE CO NC COM

0.00%

Shares338

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC COM

0.00%

Shares84

Event2026-03-31

Filed2026-05-13

PERMIAN RESOURCES CORP CLASS A COM

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TOL

TOLL BROTHERS INC COM

0.00%

Shares532

Event2026-03-31

Filed2026-05-13

OGS

ONE GAS INC COM

1.45%

Shares841

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC COM

-5.41%

Shares70

Event2026-03-31

Filed2026-05-13

JMUB

JPMORGAN MUNICIPAL ETF

-1.44%

Shares1.4K

Event2026-03-31

Filed2026-05-13

KLAC

KLA CORP COM NEW

0.00%

Shares45

Event2026-03-31

Filed2026-05-13

HDSN

HUDSON TECHNOLOGIES INC COM

1.24%

Shares11.4K

Event2026-03-31

Filed2026-05-13

VVV

VALVOLINE INC COM

0.25%

Shares2.0K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

0.00%

Shares826

Event2026-03-31

Filed2026-05-13

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

1.38%

Shares2.2K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF TR TR UNIT

60.00%

Shares96

Event2026-03-31

Filed2026-05-13