Sponsored

The Analysis of Annex Advisory Services, LLC's Holdings & P&L

Currently, Annex Advisory Services, LLC holds 374 types of securities in its portfolio with a total value $5.3B. In the most recent quarter, they have increased their positions in GSIE (+4.2M shares, valued at $181.7M), DFAI (+3.9M shares, valued at $152.4M), LRGF (+1.4M shares, valued at $89.9M); decreased their positions in MBB (-890.1K shares, valued at $84.5M), OSEA (-2.9M shares, valued at $82.8M), MFSI (-2.4M shares, valued at $71.7M); initiated new positions in DFAI (+3.9M shares, valued at $152.4M), LRGF (+1.4M shares, valued at $89.9M), PCY (+4.0M shares, valued at $83.7M).

1M P&L

+115.5M+2.14%

3M P&L

+17.5M+0.32%

HY P&L

+318.2M+6.13%

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/A3.0B

59.4%

2Semiconductors246.9M

4.9%

3Internet Retail135.6M

2.7%

Top Industries by Stock Count

1N/A139 stocks

40.4%

2Specialty Industrial Machinery9 stocks

2.6%

3Semiconductors8 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UBND VICTORY PORTFOLIOS II17.7M shares4.15%2026-03-312026-04-16

GSIE GOLDMAN SACHS ETF TR5.6M shares308.56%2026-03-312026-04-16

AVUS AMERICAN CENTY ETF TR1.9M shares-21.72%2026-03-312026-04-16

SMTH ALPS ETF TR8.1M shares15.52%2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST3.7M shares29.24%2026-03-312026-04-16

IOO ISHARES TR1.3M shares-0.40%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST3.9M sharesnew addition2026-03-312026-04-16

NVDA NVIDIA CORPORATION809.8K shares12.78%2026-03-312026-04-16

Sponsored

AVDE AMERICAN CENTY ETF TR1.6M shares-17.57%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR1.5M shares-27.22%2026-03-312026-04-16

AAPL APPLE INC460.1K shares-1.09%2026-03-312026-04-16

AMZN AMAZON COM INC472.8K shares2.60%2026-03-312026-04-16

LRGF ISHARES TR1.4M sharesnew addition2026-03-312026-04-16

MSFT MICROSOFT CORP238.9K shares46.58%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST2.5M shares-2.13%2026-03-312026-04-16

BAB INVESCO EXCH TRADED FD TR II3.2M shares3.73%2026-03-312026-04-16

Sponsored

PCY INVESCO EXCH TRADED FD TR II4.0M sharesnew addition2026-03-312026-04-16

TKO TKO GROUP HOLDINGS INC413.1K shares3.53%2026-03-312026-04-16

FALN ISHARES TR3.0M sharesnew addition2026-03-312026-04-16

ALPHABET INC ALPHABET INC267.3K shares39.86%2026-03-312026-04-16

ADI ANALOG DEVICES INC240.5K shares82.18%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST2.1M sharesnew addition2026-03-312026-04-16

V VISA INC233.4K shares4.07%2026-03-312026-04-16

BROADCOM INC BROADCOM INC225.2K shares2.96%2026-03-312026-04-16

Sponsored

IAGG ISHARES TR1.3M sharesnew addition2026-03-312026-04-16

META META PLATFORMS INC113.3K shares-20.59%2026-03-312026-04-16

NEE NEXTERA ENERGY INC624.4K shares1298.99%2026-03-312026-04-16

ASML ASML HLDG NV43.1K shares-34.20%2026-03-312026-04-16

MS MORGAN STANLEY344.8K shares2.98%2026-03-312026-04-16

SPOT SPOTIFY TECHNOLOGY S A116.0K shares89.54%2026-03-312026-04-16

EXPE EXPEDIA GROUP INC231.1K shares42.52%2026-03-312026-04-16

ROBO EXCHANGE TRADED CONCEPTS TRU741.1K sharesnew addition2026-03-312026-04-16

Sponsored

FCX FREEPORT MCMORAN INC792.6K shares-17.24%2026-03-312026-04-16

MEDP MEDPACE HLDGS INC94.7K shares3.23%2026-03-312026-04-16

PBR PETROLEO BRASILEIRO S A2.1M shares1.13%2026-03-312026-04-16

SMLF ISHARES TR561.0K sharesnew addition2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC434.9K shares1.21%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION40.1K shares1.53%2026-03-312026-04-16

VCTR VICTORY CAP HLDGS INC DEL591.8K shares2.98%2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC536.5K shares-13.36%2026-03-312026-04-16

Sponsored

VTI VANGUARD INDEX FDS120.0K shares-2.56%2026-03-312026-04-16

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL439.5K sharesnew addition2026-03-312026-04-16

BAC BANK AMERICA CORP738.9K shares1004.84%2026-03-312026-04-16

EMGF ISHARES INC591.8K sharesnew addition2026-03-312026-04-16

TPL TEXAS PACIFIC LAND CORPORATI75.0K shares133.95%2026-03-312026-04-16

GRBK GREEN BRICK PARTNERS INC549.7K shares3.23%2026-03-312026-04-16

GFLW VICTORY PORTFOLIOS II1.3M shares-49.96%2026-03-312026-04-16

MELI MERCADOLIBRE INC20.3K shares-21.77%2026-03-312026-04-16

Sponsored

QLTY GMO ETF TRUST896.6K shares10.56%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO128.4K sharesnew addition2026-03-312026-04-16

HOOD ROBINHOOD MKTS INC456.3K shares-9.43%2026-03-312026-04-16

XBI SPDR SERIES TRUST247.1K sharesnew addition2026-03-312026-04-16

KBWB INVESCO EXCH TRADED FD TR II389.1K sharesnew addition2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC66.2K shares3.20%2026-03-312026-04-16

GMED GLOBUS MED INC350.4K shares48.71%2026-03-312026-04-16

CVX CHEVRON CORPORATION144.6K shares1.00%2026-03-312026-04-16

Sponsored

LMAT LEMAITRE VASCULAR INC250.6K shares2.83%2026-03-312026-04-16

UFPT UFP TECHNOLOGIES INC130.4K shares2.77%2026-03-312026-04-16

FNV FRANCO NEV CORP94.2K shares-52.91%2026-03-312026-04-16

PYLD PIMCO ETF TR847.5K shares126.94%2026-03-312026-04-16

VFLO VICTORY PORTFOLIOS II528.2K shares-62.11%2026-03-312026-04-16

BBLU EA SERIES TRUST1.4M shares-2.20%2026-03-312026-04-16

SPYG SPDR SERIES TRUST211.5K shares-0.65%2026-03-312026-04-16

FPEI FIRST TR EXCH TRADED FD III1.0M shares5.48%2026-03-312026-04-16

Sponsored

SPTM SPDR SERIES TRUST240.4K shares-1.59%2026-03-312026-04-16

VGT VANGUARD WORLD FD27.0K shares-2.13%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS86.7K shares-5.02%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC53.1K shares-7.09%2026-03-312026-04-16

DBEF DBX ETF TR354.8K shares7.92%2026-03-312026-04-16

MFSI MFS ACTIVE EXCHANGE TRADED F587.8K shares-80.41%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC102.3K shares6.94%2026-03-312026-04-16

MGV VANGUARD WORLD FD111.4K shares20.49%2026-03-312026-04-16

Sponsored

JPM JPMORGAN CHASE & CO52.3K shares8.52%2026-03-312026-04-16

HON HONEYWELL INTL INC61.4K shares3.79%2026-03-312026-04-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC111.8K shares-2.01%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR150.0K shares10.71%2026-03-312026-04-16

CRM SALESFORCE INC65.0K shares70.44%2026-03-312026-04-16

ABBV ABBVIE INC55.0K shares-8.89%2026-03-312026-04-16

IWL ISHARES TR74.1K shares-2.29%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC31.7K shares0.71%2026-03-312026-04-16

Sponsored

AVDV AMERICAN CENTY ETF TR112.1K shares-75.92%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC21.9K shares3.85%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC12.3K shares2.10%2026-03-312026-04-16

WMB WILLIAMS COS INC142.7K shares-39.60%2026-03-312026-04-16

DYNF BLACKROCK ETF TRUST148.3K shares-87.87%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.3K shares-2.59%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON34.0K shares1.96%2026-03-312026-04-16

VLO VALERO ENERGY CORP33.5K shares-27.44%2026-03-312026-04-16

Sponsored

SPY STATE STR SPDR S&P 500 ETF T12.1K shares-2.17%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC44.7K shares1.42%2026-03-312026-04-16

CTAS CINTAS CORP43.4K shares-59.62%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC26.4K shares2.47%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW96.6K shares-21.65%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR46.5K shares-0.25%2026-03-312026-04-16

QUAL ISHARES TR35.5K shares-4.67%2026-03-312026-04-16

VB VANGUARD INDEX FDS25.7K shares-10.00%2026-03-312026-04-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR11.6K shares1.21%2026-03-312026-04-16

GSY INVESCO ACTIVELY MANAGED EXC129.0K shares-91.70%2026-03-312026-04-16

IVV ISHARES TR9.6K shares-3.33%2026-03-312026-04-16

TOL TOLL BROTHERS INC45.8K shares3.58%2026-03-312026-04-16

VFH VANGUARD WORLD FD51.6K shares-2.03%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR200.4K shares-35.86%2026-03-312026-04-16

AMAT APPLIED MATLS INC16.8K shares-6.38%2026-03-312026-04-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC56.8K shares5.86%2026-03-312026-04-16

Sponsored

COF CAPITAL ONE FINL CORP28.7K shares57.87%2026-03-312026-04-16

HD HOME DEPOT INC14.8K shares11.54%2026-03-312026-04-16

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO120.2K shares91.89%2026-03-312026-04-16

T AT&T INC158.7K shares-0.53%2026-03-312026-04-16

WM WASTE MGMT INC DEL19.9K shares-24.44%2026-03-312026-04-16

AMGN AMGEN INC13.0K shares1.81%2026-03-312026-04-16

HAL HALLIBURTON CO117.2K shares4.08%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC12.9K shares0.47%2026-03-312026-04-16

Sponsored

ABT ABBOTT LABORATORIES41.6K shares-52.14%2026-03-312026-04-16

ACWV ISHARES INC35.5K shares-28.82%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.6K shares-0.34%2026-03-312026-04-16

CSCO CISCO SYS INC53.0K shares4.64%2026-03-312026-04-16

CVE CENOVUS ENERGY INC146.6K shares-12.75%2026-03-312026-04-16

IWF ISHARES TR8.8K shares-4.89%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC32.9K shares1.20%2026-03-312026-04-16

MAMA MAMAS CREATIONS INC240.8K shares-19.14%2026-03-312026-04-16

Sponsored

IESC IES HOLDINGS INC7.7K shares-3.64%2026-03-312026-04-16

BRC BRADY CORP44.7K shares-3.36%2026-03-312026-04-16

MO ALTRIA GROUP INC54.6K shares0.06%2026-03-312026-04-16

LLY ELI LILLY & CO3.8K shares-5.72%2026-03-312026-04-16

AEM AGNICO EAGLE MINES LTD17.0K shares-16.66%2026-03-312026-04-16

IJR ISHARES TR27.4K shares-20.20%2026-03-312026-04-16

XOM EXXON MOBIL CORP20.1K shares-1.41%2026-03-312026-04-16

LPLA LPL FINL HLDGS INC11.0K shares31.09%2026-03-312026-04-16

Sponsored

NOK NOKIA CORP407.7K sharesnew addition2026-03-312026-04-16

ALPHABET INC ALPHABET INC11.3K shares12.74%2026-03-312026-04-16

ORCL ORACLE CORP21.8K shares-91.32%2026-03-312026-04-16

SPSM SPDR SERIES TRUST66.3K shares-4.53%2026-03-312026-04-16

DHR DANAHER CORP DEL15.9K shares5.07%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS5.0K shares6.31%2026-03-312026-04-16

INTC INTEL CORP63.2K shares899.18%2026-03-312026-04-16

ZETA ZETA GLOBAL HOLDINGS CORP174.5K shares-91.57%2026-03-312026-04-16

Sponsored

LINDE PLC LINDE PLC5.6K shares-22.43%2026-03-312026-04-16

SPYM SPDR SERIES TRUST35.6K shares-6.91%2026-03-312026-04-16

GRIN VICTORY PORTFOLIOS II91.2K shares-95.81%2026-03-312026-04-16

DCO DUCOMMUN INC DEL20.5K shares-17.48%2026-03-312026-04-16

GHM GRAHAM CORP31.5K shares-2.61%2026-03-312026-04-16

QCOM QUALCOMM INC19.2K shares-31.47%2026-03-312026-04-16

FCFS FIRSTCASH HOLDINGS INC13.1K shares-25.60%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS10.1K shares-31.85%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO15.9K shares-3.31%2026-03-312026-04-16

WMT WALMART INC17.5K shares-2.11%2026-03-312026-04-16

IDMO INVESCO EXCH TRADED FD TR II39.5K shares316.57%2026-03-312026-04-16

AIZ ASSURANT INC9.8K shares0.01%2026-03-312026-04-16

LB LANDBRIDGE COMPANY LLC29.9K shares-89.83%2026-03-312026-04-16

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES26.8K sharesnew addition2026-03-312026-04-16

HWKN HAWKINS INC13.2K shares-3.08%2026-03-312026-04-16

GLBE GLOBAL E ONLINE LTD63.9K shares-90.02%2026-03-312026-04-16

Sponsored

PLTR PALANTIR TECHNOLOGIES INC13.4K shares4.21%2026-03-312026-04-16

JOE ST JOE CO30.9K shares-3.98%2026-03-312026-04-16

BMI BADGER METER INC12.7K shares-0.77%2026-03-312026-04-16

OSCR OSCAR HEALTH INC166.7K shares59.63%2026-03-312026-04-16

USB US BANCORP35.6K shares-2.60%2026-03-312026-04-16

OII OCEANEERING INTL INC52.0K shares-3.22%2026-03-312026-04-16

DGII DIGI INTL INC37.0K shares41.34%2026-03-312026-04-16

TCBX THIRD COAST BANCSHARES INC45.0K shares-3.49%2026-03-312026-04-16

Sponsored

FIS FIDELITY NATL INFORMATION SV36.0K shares-1.36%2026-03-312026-04-16

LYTS LSI INDS INC OHIO90.8K shares-3.62%2026-03-312026-04-16

COWZ PACER FDS TR26.5K shares-22.63%2026-03-312026-04-16

OSEA HARBOR ETF TRUST55.6K shares-98.10%2026-03-312026-04-16

RDVT RED VIOLET INC46.2K shares-17.35%2026-03-312026-04-16

TSLA TESLA INC4.2K shares34.09%2026-03-312026-04-16

CAMT CAMTEK LTD10.1K sharesnew addition2026-03-312026-04-16

VV VANGUARD INDEX FDS5.0K shares0.00%2026-03-312026-04-16

Sponsored

VZ VERIZON COMMUNICATIONS INC29.5K shares-14.80%2026-03-312026-04-16

RPM RPM INTL INC14.9K shares-0.12%2026-03-312026-04-16

HHH HOWARD HUGHES HOLDINGS INC23.2K shares-87.19%2026-03-312026-04-16

MCRI MONARCH CASINO & RESORT INC15.1K shares-24.62%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE5.1K shares1.68%2026-03-312026-04-16

AFL AFLAC INC12.9K shares-9.49%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR10.3K shares-3.60%2026-03-312026-04-16

MCD MCDONALDS CORP4.2K shares-2.68%2026-03-312026-04-16

Sponsored

VUG VANGUARD INDEX FDS3.0K shares7.93%2026-03-312026-04-16

TXN TEXAS INSTRS INC6.7K shares0.38%2026-03-312026-04-16

MBB ISHARES TR12.9K shares-98.57%2026-03-312026-04-16

UNP UNION PAC CORP5.0K shares-6.68%2026-03-312026-04-16

BCPC BALCHEM CORP7.0K shares-3.61%2026-03-312026-04-16

TRNS TRANSCAT INC16.1K shares-6.53%2026-03-312026-04-16

UTI UNIVERSAL TECHNICAL INST INC30.0K shares-2.92%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR9.2K shares-7.64%2026-03-312026-04-16

Sponsored

VPG VISHAY PRECISION GROUP INC23.3K shares-53.67%2026-03-312026-04-16

SFM SPROUTS FMRS MKT INC13.1K shares-50.37%2026-03-312026-04-16

XMTR XOMETRY INC24.1K shares151.99%2026-03-312026-04-16

PEP PEPSICO INC6.3K shares-3.67%2026-03-312026-04-16

FDX FEDEX CORP2.7K shares0.37%2026-03-312026-04-16

BA BOEING CO4.8K shares2.70%2026-03-312026-04-16

IWD ISHARES TR4.4K shares-6.55%2026-03-312026-04-16

GLD SPDR GOLD TR2.2K shares-0.46%2026-03-312026-04-16

Sponsored

MA MASTERCARD INCORPORATED1.9K shares-0.86%2026-03-312026-04-16

CAT CATERPILLAR INC1.3K shares14.58%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS14.3K shares7.24%2026-03-312026-04-16

GEV GE VERNOVA INC1.0K shares-9.33%2026-03-312026-04-16

AME AMETEK INC4.3K shares-4.59%2026-03-312026-04-16

CELESTICA INC CELESTICA INC3.2K shares0.00%2026-03-312026-04-16

IWB ISHARES TR2.5K shares-74.50%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC2.9K shares-0.81%2026-03-312026-04-16

Sponsored

NFLX NETFLIX INC.8.8K shares5.93%2026-03-312026-04-16

IWP ISHARES TR6.6K shares2.09%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F15.2K shares-13.21%2026-03-312026-04-16

ZROZ PIMCO ETF TR12.4K shares-98.68%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR15.8K shares-6.87%2026-03-312026-04-16

SMH VANECK ETF TRUST2.0K shares0.00%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC13.1K shares-1.31%2026-03-312026-04-16

KO COCA COLA CO9.8K shares3.32%2026-03-312026-04-16

Sponsored

SOXX ISHARES TR2.2K shares2.57%2026-03-312026-04-16

RBRK RUBRIK INC.14.5K shares-97.00%2026-03-312026-04-16

LNT ALLIANT ENERGY CORP9.9K shares-5.04%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F9.5K shares-16.23%2026-03-312026-04-16

MUB ISHARES TR6.6K shares-1.38%2026-03-312026-04-16

WLDN WILLDAN GROUP INC9.1K sharesnew addition2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR23.9K shares0.00%2026-03-312026-04-16

GNRC GENERAC HLDGS INC3.6K shares-50.61%2026-03-312026-04-16

Sponsored

IUSG ISHARES TR4.3K shares0.00%2026-03-312026-04-16

CVNA CARVANA CO2.1K shares4.78%2026-03-312026-04-16

PSX PHILLIPS 663.6K shares-13.55%2026-03-312026-04-16

VO VANGUARD INDEX FDS2.3K shares-1.36%2026-03-312026-04-16

VGLT VANGUARD SCOTTSDALE FDS11.5K shares-10.11%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO7.5K shares-6.04%2026-03-312026-04-16

ALL ALLSTATE CORP3.1K shares-9.19%2026-03-312026-04-16

FI FISERV INC11.3K shares-12.54%2026-03-312026-04-16

Sponsored

WFC WELLS FARGO & CO7.9K shares6.34%2026-03-312026-04-16

IQLT ISHARES TR13.4K shares-1.51%2026-03-312026-04-16

IWS ISHARES TR4.2K shares2.78%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP6.4K shares1.00%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC5.1K shares-3.14%2026-03-312026-04-16

WINA WINMARK CORP1.4K shares-3.97%2026-03-312026-04-16

RTX RTX CORPORATION3.1K shares34.06%2026-03-312026-04-16

GLDM WORLD GOLD TR6.3K shares13.34%2026-03-312026-04-16

Sponsored

IVW ISHARES TR5.2K shares0.00%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC2.2K shares0.09%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.35%2026-03-312026-04-16

FAST FASTENAL CO12.4K shares18.95%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR22.8K shares-2.28%2026-03-312026-04-16

IUSV ISHARES TR5.6K shares-5.10%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO1.9K shares24.77%2026-03-312026-04-16

CAH CARDINAL HEALTH INC2.7K shares-10.21%2026-03-312026-04-16

Sponsored

VTV VANGUARD INDEX FDS2.9K shares-1.30%2026-03-312026-04-16

DHI D R HORTON INC4.1K shares-4.24%2026-03-312026-04-16

APP APPLOVIN CORP1.4K shares247.29%2026-03-312026-04-16

F FORD MTR CO48.6K shares2.23%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR9.0K shares-4.76%2026-03-312026-04-16

CWB SPDR SERIES TRUST6.0K shares0.25%2026-03-312026-04-16

SYK STRYKER CORPORATION1.7K shares-25.88%2026-03-312026-04-16

USFR WISDOMTREE TR10.8K shares-22.55%2026-03-312026-04-16

Sponsored

INTU INTUIT1.3K sharesnew addition2026-03-312026-04-16

NOBL PROSHARES TR5.1K shares-11.11%2026-03-312026-04-16

AGNC AGNC INVT CORP53.5K shares0.22%2026-03-312026-04-16

BMO BANK MONTREAL MEDIUM3.9K shares5.97%2026-03-312026-04-16

IDV ISHARES TR12.2K shares-17.65%2026-03-312026-04-16

DOV DOVER CORP2.5K shares-16.21%2026-03-312026-04-16

JQUA J P MORGAN EXCHANGE TRADED F8.4K shares-6.99%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC4.3K shares-4.30%2026-03-312026-04-16

Sponsored

SO SOUTHERN CO5.1K shares-89.13%2026-03-312026-04-16

MPC MARATHON PETE CORP2.0K shares1.07%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC1.3K shares-1.48%2026-03-312026-04-16

FEX FIRST TR EXCHANGE-TRADED ALP3.9K shares0.00%2026-03-312026-04-16

CVS CVS HEALTH CORP6.5K shares-12.21%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION3.5K shares0.11%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP671 shares-0.59%2026-03-312026-04-16

LOW LOWES COS INC1.9K shares-4.04%2026-03-312026-04-16

Sponsored

BTI BRITISH AMERN TOB PLC7.5K shares1.39%2026-03-312026-04-16

DVY ISHARES TR2.9K shares0.31%2026-03-312026-04-16

EW EDWARDS LIFESCIENCES CORP5.4K shares-1.58%2026-03-312026-04-16

PNR PENTAIR PLC4.9K shares-1.60%2026-03-312026-04-16

PZA INVESCO EXCH TRADED FD TR II18.6K shares-12.83%2026-03-312026-04-16

OSK OSHKOSH CORP2.9K shares-16.75%2026-03-312026-04-16

COP CONOCOPHILLIPS3.2K shares-9.65%2026-03-312026-04-16

IGRO ISHARES TR4.9K shares0.22%2026-03-312026-04-16

Sponsored

UPS UNITED PARCEL SVCS INC4.2K shares9.05%2026-03-312026-04-16

ILCG ISHARES TR4.2K shares0.00%2026-03-312026-04-16

NI NISOURCE INC8.4K shares-48.22%2026-03-312026-04-16

GDX VANECK ETF TRUST4.3K shares-2.94%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC3.2K shares-19.11%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL987 shares-85.26%2026-03-312026-04-16

IVE ISHARES TR1.8K shares0.05%2026-03-312026-04-16

WST WEST PHARMACEUTICAL SVSC INC1.5K shares-98.77%2026-03-312026-04-16

Sponsored

SPYI NEOS ETF TRUST7.6K sharesnew addition2026-03-312026-04-16

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.1K sharesnew addition2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR2.3K shares52.13%2026-03-312026-04-16

TLT ISHARES TR4.3K shares-2.22%2026-03-312026-04-16

NVT NVENT ELEC PLC3.2K shares-2.25%2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L9.8K shares-33.89%2026-03-312026-04-16

RQI COHEN & STEERS QUALITY INCOM30.3K shares0.00%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS8.0K shares-2.90%2026-03-312026-04-16

Sponsored

RWJ INVESCO EXCH TRADED FD TR II7.1K sharesnew addition2026-03-312026-04-16

VNQ VANGUARD INDEX FDS4.0K shares-12.79%2026-03-312026-04-16

HYG ISHARES TR4.4K shares-0.14%2026-03-312026-04-16

UMI USCF ETF TR6.0K shares1.17%2026-03-312026-04-16

GLOV GOLDMAN SACHS ETF TR6.1K shares-99.34%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP1.2K shares1.85%2026-03-312026-04-16

APH AMPHENOL CORP2.6K shares-1.76%2026-03-312026-04-16

GEM GOLDMAN SACHS ETF TR7.5K sharesnew addition2026-03-312026-04-16

Sponsored

SHOP SHOPIFY INC2.7K shares0.00%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.6K shares6.08%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP3.3K sharesnew addition2026-03-312026-04-16

MPLX MPLX LP5.4K shares-13.50%2026-03-312026-04-16

DIS DISNEY WALT CO3.2K shares8.67%2026-03-312026-04-16

XMHQ INVESCO EXCHANGE TRADED FD T2.9K shares-7.37%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO5.0K shares15.67%2026-03-312026-04-16

SPYV SPDR SERIES TRUST5.3K shares-0.69%2026-03-312026-04-16

Sponsored

HII HUNTINGTON INGALLS INDS INC790 shares1.15%2026-03-312026-04-16

ASB ASSOCIATED BANC-CORP11.5K shares0.00%2026-03-312026-04-16

DE DEERE & CO523 shares-3.15%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TRUST7.5K shares31.71%2026-03-312026-04-16

GRID FIRST TR EXCHANGE-TRADED FD1.8K sharesnew addition2026-03-312026-04-16

PPA INVESCO EXCHANGE TRADED FD T1.7K shares0.06%2026-03-312026-04-16

CENCORA INC CENCORA INC903 shares0.89%2026-03-312026-04-16

APA CORPORATION APA CORPORATION6.6K sharesnew addition2026-03-312026-04-16

Sponsored

ET ENERGY TRANSFER L P14.4K shares0.43%2026-03-312026-04-16

GNTX GENTEX CORP12.2K shares0.38%2026-03-312026-04-16

NUE NUCOR CORP1.6K shares1.16%2026-03-312026-04-16

ALPS ETF TR ALPS ETF TR4.9K sharesnew addition2026-03-312026-04-16

TJX TJX COS INC NEW1.6K sharesnew addition2026-03-312026-04-16

CW CURTISS WRIGHT CORP378 shares1.34%2026-03-312026-04-16

PLOW DOUGLAS DYNAMICS INC6.1K shares-29.51%2026-03-312026-04-16

ATI ATI INC1.8K sharesnew addition2026-03-312026-04-16

Sponsored

DGRO ISHARES TR3.6K shares-22.45%2026-03-312026-04-16

TLH ISHARES TR2.5K shares-25.36%2026-03-312026-04-16

MGEE MGE ENERGY INC3.3K shares0.31%2026-03-312026-04-16

JSI JANUS DETROIT STR TR4.9K shares-9.66%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL7.5K shares1.27%2026-03-312026-04-16

FDN FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-04-16

SCZ ISHARES TR3.2K shares-7.07%2026-03-312026-04-16

AGG ISHARES TR2.5K shares-12.99%2026-03-312026-04-16

Sponsored

TGT TARGET CORP2.0K shares-5.02%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC559 shares-14.26%2026-03-312026-04-16

FNDC SCHWAB STRATEGIC TR5.2K shares0.00%2026-03-312026-04-16

VICI VICI PPTYS INC8.9K shares0.69%2026-03-312026-04-16

RITM RITHM CAPITAL CORP25.5K shares0.00%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-9.57%2026-03-312026-04-16

Sponsored

EMR EMERSON ELEC CO1.8K shares1.69%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR9.5K shares0.00%2026-03-312026-04-16

GPIQ GOLDMAN SACHS ETF TR4.7K shares0.00%2026-03-312026-04-16

IWM ISHARES TR937 shares7.70%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS4.6K shares-1.15%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-16

EIX EDISON INTL3.1K sharesnew addition2026-03-312026-04-16

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN10.8K shares0.05%2026-03-312026-04-16

Sponsored

VDE VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F3.9K shares-17.74%2026-03-312026-04-16

IGLD FIRST TR EXCHANGE-TRADED FD8.7K shares0.00%2026-03-312026-04-16

IJH ISHARES TR3.2K shares-19.19%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares42.75%2026-03-312026-04-16

FDUS FIDUS INVT CORP12.5K shares0.00%2026-03-312026-04-16

FTI TECHNIPFMC PLC3.1K sharesnew addition2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2026-03-312026-04-16

Sponsored

CRWD CROWDSTRIKE HLDGS INC547 shares1.48%2026-03-312026-04-16

PRU PRUDENTIAL FINL INC2.2K shares3.07%2026-03-312026-04-16

ONEQ FIDELITY COMWLTH TR2.5K shares0.00%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP349 sharesnew addition2026-03-312026-04-16

ETW EATON VANCE TAX-MANAGED GLOB24.0K shares0.00%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP757 shares-20.23%2026-03-312026-04-16

CTRA COTERRA ENERGY INC5.9K sharesnew addition2026-03-312026-04-16

HTGC HERCULES CAPITAL INC14.0K shares0.11%2026-03-312026-04-16

Sponsored

DGRW WISDOMTREE TR2.4K shares0.00%2026-03-312026-04-16

KLAC KLA CORP139 sharesnew addition2026-03-312026-04-16

ED CONSOLIDATED EDISON INC1.8K sharesnew addition2026-03-312026-04-16

OLED UNIVERSAL DISPLAY CORP2.2K shares0.00%2026-03-312026-04-16

MGK VANGUARD WORLD FD548 shares0.00%2026-03-312026-04-16

FSCO FS CREDIT OPPORTUNITIES CORP38.7K shares0.00%2026-03-312026-04-16

BLW BLACKROCK LTD DURATION INCOM15.4K shares0.00%2026-03-312026-04-16

PFE PFIZER INC6.9K shares-19.66%2026-03-312026-04-16

Sponsored

QYLD GLOBAL X FDS10.9K shares0.00%2026-03-312026-04-16

TRIN TRINITY CAP INC12.2K shares0.00%2026-03-312026-04-16

DNP DNP SELECT INCOME FD INC16.6K shares16.64%2026-03-312026-04-16

GOF GUGGENHEIM STRATEGIC OPPORTU14.4K shares-5.28%2026-03-312026-04-16

NUV NUVEEN MUN VALUE FD INC11.6K shares0.00%2026-03-312026-04-16

WHEELS UP EXPERIENCE INC WHEELS UP EXPERIENCE INC18.5K shares0.00%2026-03-312026-04-16

UBND

VICTORY PORTFOLIOS II

4.15%

Shares17.7M

Event2026-03-31

Filed2026-04-16

GSIE

GOLDMAN SACHS ETF TR

308.56%

Shares5.6M

Event2026-03-31

Filed2026-04-16

AVUS

AMERICAN CENTY ETF TR

-21.72%

Shares1.9M

Event2026-03-31

Filed2026-04-16

SMTH

ALPS ETF TR

15.52%

Shares8.1M

Event2026-03-31

Filed2026-04-16

DFAU

DIMENSIONAL ETF TRUST

29.24%

Shares3.7M

Event2026-03-31

Filed2026-04-16

IOO

ISHARES TR

-0.40%

Shares1.3M

Event2026-03-31

Filed2026-04-16

DFAI

DIMENSIONAL ETF TRUST

New

Shares3.9M

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

12.78%

Shares809.8K

Event2026-03-31

Filed2026-04-16

AVDE

AMERICAN CENTY ETF TR

-17.57%

Shares1.6M

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

-27.22%

Shares1.5M

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.09%

Shares460.1K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

2.60%

Shares472.8K

Event2026-03-31

Filed2026-04-16

LRGF

ISHARES TR

New

Shares1.4M

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

46.58%

Shares238.9K

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

-2.13%

Shares2.5M

Event2026-03-31

Filed2026-04-16

BAB

INVESCO EXCH TRADED FD TR II

3.73%

Shares3.2M

Event2026-03-31

Filed2026-04-16

PCY

INVESCO EXCH TRADED FD TR II

New

Shares4.0M

Event2026-03-31

Filed2026-04-16

TKO

TKO GROUP HOLDINGS INC

3.53%

Shares413.1K

Event2026-03-31

Filed2026-04-16

FALN

ISHARES TR

New

Shares3.0M

Event2026-03-31

Filed2026-04-16

ALPHABET INC

39.86%

Shares267.3K

Event2026-03-31

Filed2026-04-16

ADI

ANALOG DEVICES INC

82.18%

Shares240.5K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

New

Shares2.1M

Event2026-03-31

Filed2026-04-16

VISA INC

4.07%

Shares233.4K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

2.96%

Shares225.2K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

New

Shares1.3M

Event2026-03-31

Filed2026-04-16

META

META PLATFORMS INC

-20.59%

Shares113.3K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

1298.99%

Shares624.4K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

-34.20%

Shares43.1K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY

2.98%

Shares344.8K

Event2026-03-31

Filed2026-04-16

SPOT

SPOTIFY TECHNOLOGY S A

89.54%

Shares116.0K

Event2026-03-31

Filed2026-04-16

EXPE

EXPEDIA GROUP INC

42.52%

Shares231.1K

Event2026-03-31

Filed2026-04-16

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares741.1K

Event2026-03-31

Filed2026-04-16

FCX

FREEPORT MCMORAN INC

-17.24%

Shares792.6K

Event2026-03-31

Filed2026-04-16

MEDP

MEDPACE HLDGS INC

3.23%

Shares94.7K

Event2026-03-31

Filed2026-04-16

PBR

PETROLEO BRASILEIRO S A

1.13%

Shares2.1M

Event2026-03-31

Filed2026-04-16

SMLF

ISHARES TR

New

Shares561.0K

Event2026-03-31

Filed2026-04-16

ORLY

OREILLY AUTOMOTIVE INC

1.21%

Shares434.9K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

1.53%

Shares40.1K

Event2026-03-31

Filed2026-04-16

VCTR

VICTORY CAP HLDGS INC DEL

2.98%

Shares591.8K

Event2026-03-31

Filed2026-04-16

UBER

UBER TECHNOLOGIES INC

-13.36%

Shares536.5K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

-2.56%

Shares120.0K

Event2026-03-31

Filed2026-04-16

LIBERTY MEDIA CORP DEL

New

Shares439.5K

Event2026-03-31

Filed2026-04-16

BAC

BANK AMERICA CORP

1004.84%

Shares738.9K

Event2026-03-31

Filed2026-04-16

EMGF

ISHARES INC

New

Shares591.8K

Event2026-03-31

Filed2026-04-16

TPL

TEXAS PACIFIC LAND CORPORATI

133.95%

Shares75.0K

Event2026-03-31

Filed2026-04-16

GRBK

GREEN BRICK PARTNERS INC

3.23%

Shares549.7K

Event2026-03-31

Filed2026-04-16

GFLW

VICTORY PORTFOLIOS II

-49.96%

Shares1.3M

Event2026-03-31

Filed2026-04-16

MELI

MERCADOLIBRE INC

-21.77%

Shares20.3K

Event2026-03-31

Filed2026-04-16

QLTY

GMO ETF TRUST

10.56%

Shares896.6K

Event2026-03-31

Filed2026-04-16

VRT

VERTIV HOLDINGS CO

New

Shares128.4K

Event2026-03-31

Filed2026-04-16

HOOD

ROBINHOOD MKTS INC

-9.43%

Shares456.3K

Event2026-03-31

Filed2026-04-16

XBI

SPDR SERIES TRUST

New

Shares247.1K

Event2026-03-31

Filed2026-04-16

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares389.1K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

3.20%

Shares66.2K

Event2026-03-31

Filed2026-04-16

GMED

GLOBUS MED INC

48.71%

Shares350.4K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

1.00%

Shares144.6K

Event2026-03-31

Filed2026-04-16

LMAT

LEMAITRE VASCULAR INC

2.83%

Shares250.6K

Event2026-03-31

Filed2026-04-16

UFPT

UFP TECHNOLOGIES INC

2.77%

Shares130.4K

Event2026-03-31

Filed2026-04-16

FNV

FRANCO NEV CORP

-52.91%

Shares94.2K

Event2026-03-31

Filed2026-04-16

PYLD

PIMCO ETF TR

126.94%

Shares847.5K

Event2026-03-31

Filed2026-04-16

VFLO

VICTORY PORTFOLIOS II

-62.11%

Shares528.2K

Event2026-03-31

Filed2026-04-16

BBLU

EA SERIES TRUST

-2.20%

Shares1.4M

Event2026-03-31

Filed2026-04-16

SPYG

SPDR SERIES TRUST

-0.65%

Shares211.5K

Event2026-03-31

Filed2026-04-16

FPEI

FIRST TR EXCH TRADED FD III

5.48%

Shares1.0M

Event2026-03-31

Filed2026-04-16

SPTM

SPDR SERIES TRUST

-1.59%

Shares240.4K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

-2.13%

Shares27.0K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-5.02%

Shares86.7K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.09%

Shares53.1K

Event2026-03-31

Filed2026-04-16

DBEF

DBX ETF TR

7.92%

Shares354.8K

Event2026-03-31

Filed2026-04-16

MFSI

MFS ACTIVE EXCHANGE TRADED F

-80.41%

Shares587.8K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

6.94%

Shares102.3K

Event2026-03-31

Filed2026-04-16

MGV

VANGUARD WORLD FD

20.49%

Shares111.4K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

8.52%

Shares52.3K

Event2026-03-31

Filed2026-04-16

HON

HONEYWELL INTL INC

3.79%

Shares61.4K

Event2026-03-31

Filed2026-04-16

WEC ENERGY GROUP INC

-2.01%

Shares111.8K

Event2026-03-31

Filed2026-04-16

XLP

SELECT SECTOR SPDR TR

10.71%

Shares150.0K

Event2026-03-31

Filed2026-04-16

CRM

SALESFORCE INC

70.44%

Shares65.0K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

-8.89%

Shares55.0K

Event2026-03-31

Filed2026-04-16

IWL

ISHARES TR

-2.29%

Shares74.1K

Event2026-03-31

Filed2026-04-16

EATON CORP PLC

0.71%

Shares31.7K

Event2026-03-31

Filed2026-04-16

AVDV

AMERICAN CENTY ETF TR

-75.92%

Shares112.1K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

3.85%

Shares21.9K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

2.10%

Shares12.3K

Event2026-03-31

Filed2026-04-16

WMB

WILLIAMS COS INC

-39.60%

Shares142.7K

Event2026-03-31

Filed2026-04-16

DYNF

BLACKROCK ETF TRUST

-87.87%

Shares148.3K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-2.59%

Shares44.3K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

1.96%

Shares34.0K

Event2026-03-31

Filed2026-04-16

VLO

VALERO ENERGY CORP

-27.44%

Shares33.5K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-2.17%

Shares12.1K

Event2026-03-31

Filed2026-04-16

MMC

MARSH & MCLENNAN COS INC

1.42%

Shares44.7K

Event2026-03-31

Filed2026-04-16

CTAS

CINTAS CORP

-59.62%

Shares43.4K

Event2026-03-31

Filed2026-04-16

UNH

UNITEDHEALTH GROUP INC

2.47%

Shares26.4K

Event2026-03-31

Filed2026-04-16

MNST

MONSTER BEVERAGE CORP NEW

-21.65%

Shares96.6K

Event2026-03-31

Filed2026-04-16

XLV

SELECT SECTOR SPDR TR

-0.25%

Shares46.5K

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

-4.67%

Shares35.5K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-10.00%

Shares25.7K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

1.21%

Shares11.6K

Event2026-03-31

Filed2026-04-16

GSY

INVESCO ACTIVELY MANAGED EXC

-91.70%

Shares129.0K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-3.33%

Shares9.6K

Event2026-03-31

Filed2026-04-16

TOL

TOLL BROTHERS INC

3.58%

Shares45.8K

Event2026-03-31

Filed2026-04-16

VFH

VANGUARD WORLD FD

-2.03%

Shares51.6K

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

-35.86%

Shares200.4K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-6.38%

Shares16.8K

Event2026-03-31

Filed2026-04-16

MARVELL TECHNOLOGY INC

5.86%

Shares56.8K

Event2026-03-31

Filed2026-04-16

COF

CAPITAL ONE FINL CORP

57.87%

Shares28.7K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

11.54%

Shares14.8K

Event2026-03-31

Filed2026-04-16

BROOKFIELD INFRASTRUCTURE CO

91.89%

Shares120.2K

Event2026-03-31

Filed2026-04-16

AT&T INC

-0.53%

Shares158.7K

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL

-24.44%

Shares19.9K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

1.81%

Shares13.0K

Event2026-03-31

Filed2026-04-16

HAL

HALLIBURTON CO

4.08%

Shares117.2K

Event2026-03-31

Filed2026-04-16

MICRON TECHNOLOGY INC

0.47%

Shares12.9K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

-52.14%

Shares41.6K

Event2026-03-31

Filed2026-04-16

ACWV

ISHARES INC

-28.82%

Shares35.5K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-0.34%

Shares8.6K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

4.64%

Shares53.0K

Event2026-03-31

Filed2026-04-16

CVE

CENOVUS ENERGY INC

-12.75%

Shares146.6K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-4.89%

Shares8.8K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC

1.20%

Shares32.9K

Event2026-03-31

Filed2026-04-16

MAMA

MAMAS CREATIONS INC

-19.14%

Shares240.8K

Event2026-03-31

Filed2026-04-16

IESC

IES HOLDINGS INC

-3.64%

Shares7.7K

Event2026-03-31

Filed2026-04-16

BRC

BRADY CORP

-3.36%

Shares44.7K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

0.06%

Shares54.6K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-5.72%

Shares3.8K

Event2026-03-31

Filed2026-04-16

AEM

AGNICO EAGLE MINES LTD

-16.66%

Shares17.0K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-20.20%

Shares27.4K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-1.41%

Shares20.1K

Event2026-03-31

Filed2026-04-16

LPLA

LPL FINL HLDGS INC

31.09%

Shares11.0K

Event2026-03-31

Filed2026-04-16

NOK

NOKIA CORP

New

Shares407.7K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

12.74%

Shares11.3K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

-91.32%

Shares21.8K

Event2026-03-31

Filed2026-04-16

SPSM

SPDR SERIES TRUST

-4.53%

Shares66.3K

Event2026-03-31

Filed2026-04-16

DHR

DANAHER CORP DEL

5.07%

Shares15.9K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

6.31%

Shares5.0K

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP

899.18%

Shares63.2K

Event2026-03-31

Filed2026-04-16

ZETA

ZETA GLOBAL HOLDINGS CORP

-91.57%

Shares174.5K

Event2026-03-31

Filed2026-04-16

LINDE PLC

-22.43%

Shares5.6K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

-6.91%

Shares35.6K

Event2026-03-31

Filed2026-04-16

GRIN

VICTORY PORTFOLIOS II

-95.81%

Shares91.2K

Event2026-03-31

Filed2026-04-16

DCO

DUCOMMUN INC DEL

-17.48%

Shares20.5K

Event2026-03-31

Filed2026-04-16

GHM

GRAHAM CORP

-2.61%

Shares31.5K

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

-31.47%

Shares19.2K

Event2026-03-31

Filed2026-04-16

FCFS

FIRSTCASH HOLDINGS INC

-25.60%

Shares13.1K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

-31.85%

Shares10.1K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

-3.31%

Shares15.9K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-2.11%

Shares17.5K

Event2026-03-31

Filed2026-04-16

IDMO

INVESCO EXCH TRADED FD TR II

316.57%

Shares39.5K

Event2026-03-31

Filed2026-04-16

AIZ

ASSURANT INC

0.01%

Shares9.8K

Event2026-03-31

Filed2026-04-16

LANDBRIDGE COMPANY LLC

-89.83%

Shares29.9K

Event2026-03-31

Filed2026-04-16

PIPER SANDLER COMPANIES

New

Shares26.8K

Event2026-03-31

Filed2026-04-16

HWKN

HAWKINS INC

-3.08%

Shares13.2K

Event2026-03-31

Filed2026-04-16

GLBE

GLOBAL E ONLINE LTD

-90.02%

Shares63.9K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

4.21%

Shares13.4K

Event2026-03-31

Filed2026-04-16

JOE

ST JOE CO

-3.98%

Shares30.9K

Event2026-03-31

Filed2026-04-16

BMI

BADGER METER INC

-0.77%

Shares12.7K

Event2026-03-31

Filed2026-04-16

OSCR

OSCAR HEALTH INC

59.63%

Shares166.7K

Event2026-03-31

Filed2026-04-16

USB

US BANCORP

-2.60%

Shares35.6K

Event2026-03-31

Filed2026-04-16

OII

OCEANEERING INTL INC

-3.22%

Shares52.0K

Event2026-03-31

Filed2026-04-16

DGII

DIGI INTL INC

41.34%

Shares37.0K

Event2026-03-31

Filed2026-04-16

TCBX

THIRD COAST BANCSHARES INC

-3.49%

Shares45.0K

Event2026-03-31

Filed2026-04-16

FIS

FIDELITY NATL INFORMATION SV

-1.36%

Shares36.0K

Event2026-03-31

Filed2026-04-16

LYTS

LSI INDS INC OHIO

-3.62%

Shares90.8K

Event2026-03-31

Filed2026-04-16

COWZ

PACER FDS TR

-22.63%

Shares26.5K

Event2026-03-31

Filed2026-04-16

OSEA

HARBOR ETF TRUST

-98.10%

Shares55.6K

Event2026-03-31

Filed2026-04-16

RDVT

RED VIOLET INC

-17.35%

Shares46.2K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

34.09%

Shares4.2K

Event2026-03-31

Filed2026-04-16

CAMT

CAMTEK LTD

New

Shares10.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

-14.80%

Shares29.5K

Event2026-03-31

Filed2026-04-16

RPM

RPM INTL INC

-0.12%

Shares14.9K

Event2026-03-31

Filed2026-04-16

HHH

HOWARD HUGHES HOLDINGS INC

-87.19%

Shares23.2K

Event2026-03-31

Filed2026-04-16

MCRI

MONARCH CASINO & RESORT INC

-24.62%

Shares15.1K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

1.68%

Shares5.1K

Event2026-03-31

Filed2026-04-16

AFL

AFLAC INC

-9.49%

Shares12.9K

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

-3.60%

Shares10.3K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

-2.68%

Shares4.2K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

7.93%

Shares3.0K

Event2026-03-31

Filed2026-04-16

TXN

TEXAS INSTRS INC

0.38%

Shares6.7K

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

-98.57%

Shares12.9K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

-6.68%

Shares5.0K

Event2026-03-31

Filed2026-04-16

BCPC

BALCHEM CORP

-3.61%

Shares7.0K

Event2026-03-31

Filed2026-04-16

TRNS

TRANSCAT INC

-6.53%

Shares16.1K

Event2026-03-31

Filed2026-04-16

UTI

UNIVERSAL TECHNICAL INST INC

-2.92%

Shares30.0K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

-7.64%

Shares9.2K

Event2026-03-31

Filed2026-04-16

VPG

VISHAY PRECISION GROUP INC

-53.67%

Shares23.3K

Event2026-03-31

Filed2026-04-16

SFM

SPROUTS FMRS MKT INC

-50.37%

Shares13.1K

Event2026-03-31

Filed2026-04-16

XMTR

XOMETRY INC

151.99%

Shares24.1K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

-3.67%

Shares6.3K

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

0.37%

Shares2.7K

Event2026-03-31

Filed2026-04-16

BOEING CO

2.70%

Shares4.8K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

-6.55%

Shares4.4K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

-0.46%

Shares2.2K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

-0.86%

Shares1.9K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

14.58%

Shares1.3K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

7.24%

Shares14.3K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

-9.33%

Shares1.0K

Event2026-03-31

Filed2026-04-16

AME

AMETEK INC

-4.59%

Shares4.3K

Event2026-03-31

Filed2026-04-16

CELESTICA INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

-74.50%

Shares2.5K

Event2026-03-31

Filed2026-04-16

TRV

TRAVELERS COMPANIES INC

-0.81%

Shares2.9K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

5.93%

Shares8.8K

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

2.09%

Shares6.6K

Event2026-03-31

Filed2026-04-16

JEPQ

J P MORGAN EXCHANGE TRADED F

-13.21%

Shares15.2K

Event2026-03-31

Filed2026-04-16

ZROZ

PIMCO ETF TR

-98.68%

Shares12.4K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS DETROIT STR TR

-6.87%

Shares15.8K

Event2026-03-31

Filed2026-04-16

SMH

VANECK ETF TRUST

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-16

MDLZ

MONDELEZ INTL INC

-1.31%

Shares13.1K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

3.32%

Shares9.8K

Event2026-03-31

Filed2026-04-16

SOXX

ISHARES TR

2.57%

Shares2.2K

Event2026-03-31

Filed2026-04-16

RBRK

RUBRIK INC.

-97.00%

Shares14.5K

Event2026-03-31

Filed2026-04-16

LNT

ALLIANT ENERGY CORP

-5.04%

Shares9.9K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

-16.23%

Shares9.5K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

-1.38%

Shares6.6K

Event2026-03-31

Filed2026-04-16

WLDN

WILLDAN GROUP INC

New

Shares9.1K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares23.9K

Event2026-03-31

Filed2026-04-16

GNRC

GENERAC HLDGS INC

-50.61%

Shares3.6K

Event2026-03-31

Filed2026-04-16

IUSG

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-16

CVNA

CARVANA CO

4.78%

Shares2.1K

Event2026-03-31

Filed2026-04-16

PSX

PHILLIPS 66

-13.55%

Shares3.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-1.36%

Shares2.3K

Event2026-03-31

Filed2026-04-16

VGLT

VANGUARD SCOTTSDALE FDS

-10.11%

Shares11.5K

Event2026-03-31

Filed2026-04-16

COLGATE PALMOLIVE CO

-6.04%

Shares7.5K

Event2026-03-31

Filed2026-04-16

ALL

ALLSTATE CORP

-9.19%

Shares3.1K

Event2026-03-31

Filed2026-04-16

FISERV INC

-12.54%

Shares11.3K

Event2026-03-31

Filed2026-04-16

WFC

WELLS FARGO & CO

6.34%

Shares7.9K

Event2026-03-31

Filed2026-04-16

IQLT

ISHARES TR

-1.51%

Shares13.4K

Event2026-03-31

Filed2026-04-16

IWS

ISHARES TR

2.78%

Shares4.2K

Event2026-03-31

Filed2026-04-16

KMB

KIMBERLY-CLARK CORP

1.00%

Shares6.4K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

-3.14%

Shares5.1K

Event2026-03-31

Filed2026-04-16

WINA

WINMARK CORP

-3.97%

Shares1.4K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

34.06%

Shares3.1K

Event2026-03-31

Filed2026-04-16

GLDM

WORLD GOLD TR

13.34%

Shares6.3K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-16

ITW

ILLINOIS TOOL WKS INC

0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-16

ADP

AUTOMATIC DATA PROCESSING IN

0.35%

Shares2.8K

Event2026-03-31

Filed2026-04-16

FAST

FASTENAL CO

18.95%

Shares12.4K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

-2.28%

Shares22.8K

Event2026-03-31

Filed2026-04-16

IUSV

ISHARES TR

-5.10%

Shares5.6K

Event2026-03-31

Filed2026-04-16

AXP

AMERICAN EXPRESS CO

24.77%

Shares1.9K

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC

-10.21%

Shares2.7K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

-1.30%

Shares2.9K

Event2026-03-31

Filed2026-04-16

DHI

D R HORTON INC

-4.24%

Shares4.1K

Event2026-03-31

Filed2026-04-16

APP

APPLOVIN CORP

247.29%

Shares1.4K

Event2026-03-31

Filed2026-04-16

FORD MTR CO

2.23%

Shares48.6K

Event2026-03-31

Filed2026-04-16

XLE

SELECT SECTOR SPDR TR

-4.76%

Shares9.0K

Event2026-03-31

Filed2026-04-16

CWB

SPDR SERIES TRUST

0.25%

Shares6.0K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

-25.88%

Shares1.7K

Event2026-03-31

Filed2026-04-16

USFR

WISDOMTREE TR

-22.55%

Shares10.8K

Event2026-03-31

Filed2026-04-16

INTU

INTUIT

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

NOBL

PROSHARES TR

-11.11%

Shares5.1K

Event2026-03-31

Filed2026-04-16

AGNC

AGNC INVT CORP

0.22%

Shares53.5K

Event2026-03-31

Filed2026-04-16

BMO

BANK MONTREAL MEDIUM

5.97%

Shares3.9K

Event2026-03-31

Filed2026-04-16

IDV

ISHARES TR

-17.65%

Shares12.2K

Event2026-03-31

Filed2026-04-16

DOV

DOVER CORP

-16.21%

Shares2.5K

Event2026-03-31

Filed2026-04-16

JQUA

J P MORGAN EXCHANGE TRADED F

-6.99%

Shares8.4K

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC

-4.30%

Shares4.3K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

-89.13%

Shares5.1K

Event2026-03-31

Filed2026-04-16

MPC

MARATHON PETE CORP

1.07%

Shares2.0K

Event2026-03-31

Filed2026-04-16

ROK

ROCKWELL AUTOMATION INC

-1.48%

Shares1.3K

Event2026-03-31

Filed2026-04-16

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-16

CVS

CVS HEALTH CORP

-12.21%

Shares6.5K

Event2026-03-31

Filed2026-04-16

JCI

JOHNSON CONTROLS INTERNATION

0.11%

Shares3.5K

Event2026-03-31

Filed2026-04-16

NOC

NORTHROP GRUMMAN CORP

-0.59%

Shares671

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

-4.04%

Shares1.9K

Event2026-03-31

Filed2026-04-16

BTI

BRITISH AMERN TOB PLC

1.39%

Shares7.5K

Event2026-03-31

Filed2026-04-16

DVY

ISHARES TR

0.31%

Shares2.9K

Event2026-03-31

Filed2026-04-16

EDWARDS LIFESCIENCES CORP

-1.58%

Shares5.4K

Event2026-03-31

Filed2026-04-16

PNR

PENTAIR PLC

-1.60%

Shares4.9K

Event2026-03-31

Filed2026-04-16

PZA

INVESCO EXCH TRADED FD TR II

-12.83%

Shares18.6K

Event2026-03-31

Filed2026-04-16

OSK

OSHKOSH CORP

-16.75%

Shares2.9K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

-9.65%

Shares3.2K

Event2026-03-31

Filed2026-04-16

IGRO

ISHARES TR

0.22%

Shares4.9K

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC

9.05%

Shares4.2K

Event2026-03-31

Filed2026-04-16

ILCG

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-16

NISOURCE INC

-48.22%

Shares8.4K

Event2026-03-31

Filed2026-04-16

GDX

VANECK ETF TRUST

-2.94%

Shares4.3K

Event2026-03-31

Filed2026-04-16

ARISTA NETWORKS INC

-19.11%

Shares3.2K

Event2026-03-31

Filed2026-04-16

SEAGATE TECHNOLOGY HLDNGS PL

-85.26%

Shares987

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

0.05%

Shares1.8K

Event2026-03-31

Filed2026-04-16

WST

WEST PHARMACEUTICAL SVSC INC

-98.77%

Shares1.5K

Event2026-03-31

Filed2026-04-16

SPYI

NEOS ETF TRUST

New

Shares7.6K

Event2026-03-31

Filed2026-04-16

PROFESIONALLY MANAGED PORTFO

New

Shares7.1K

Event2026-03-31

Filed2026-04-16

XLI

SELECT SECTOR SPDR TR

52.13%

Shares2.3K

Event2026-03-31

Filed2026-04-16

TLT

ISHARES TR

-2.22%

Shares4.3K

Event2026-03-31

Filed2026-04-16

NVT

NVENT ELEC PLC

-2.25%

Shares3.2K

Event2026-03-31

Filed2026-04-16

EPD

ENTERPRISE PRODS PARTNERS L

-33.89%

Shares9.8K

Event2026-03-31

Filed2026-04-16

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares30.3K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

-2.90%

Shares8.0K

Event2026-03-31

Filed2026-04-16

RWJ

INVESCO EXCH TRADED FD TR II

New

Shares7.1K

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

-12.79%

Shares4.0K

Event2026-03-31

Filed2026-04-16

HYG

ISHARES TR

-0.14%

Shares4.4K

Event2026-03-31

Filed2026-04-16

UMI

USCF ETF TR

1.17%

Shares6.0K

Event2026-03-31

Filed2026-04-16

GLOV

GOLDMAN SACHS ETF TR

-99.34%

Shares6.1K

Event2026-03-31

Filed2026-04-16

CEG

CONSTELLATION ENERGY CORP

1.85%

Shares1.2K

Event2026-03-31

Filed2026-04-16

APH

AMPHENOL CORP

-1.76%

Shares2.6K

Event2026-03-31

Filed2026-04-16

GEM

GOLDMAN SACHS ETF TR

New

Shares7.5K

Event2026-03-31

Filed2026-04-16

SHOP

SHOPIFY INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

6.08%

Shares1.6K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

New

Shares3.3K

Event2026-03-31

Filed2026-04-16

MPLX

MPLX LP

-13.50%

Shares5.4K

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO

8.67%

Shares3.2K

Event2026-03-31

Filed2026-04-16

XMHQ

INVESCO EXCHANGE TRADED FD T

-7.37%

Shares2.9K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

15.67%

Shares5.0K

Event2026-03-31

Filed2026-04-16

SPYV

SPDR SERIES TRUST

-0.69%

Shares5.3K

Event2026-03-31

Filed2026-04-16

HII

HUNTINGTON INGALLS INDS INC

1.15%

Shares790

Event2026-03-31

Filed2026-04-16

ASB

ASSOCIATED BANC-CORP

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-16

DEERE & CO

-3.15%

Shares523

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

31.71%

Shares7.5K

Event2026-03-31

Filed2026-04-16

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.8K

Event2026-03-31

Filed2026-04-16

PPA

INVESCO EXCHANGE TRADED FD T

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-16

CENCORA INC

0.89%

Shares903

Event2026-03-31

Filed2026-04-16

APA CORPORATION

New

Shares6.6K

Event2026-03-31

Filed2026-04-16

ENERGY TRANSFER L P

0.43%

Shares14.4K

Event2026-03-31

Filed2026-04-16

GNTX

GENTEX CORP

0.38%

Shares12.2K

Event2026-03-31

Filed2026-04-16

NUE

NUCOR CORP

1.16%

Shares1.6K

Event2026-03-31

Filed2026-04-16

ALPS ETF TR

New

Shares4.9K

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW

New

Shares1.6K

Event2026-03-31

Filed2026-04-16

CURTISS WRIGHT CORP

1.34%

Shares378

Event2026-03-31

Filed2026-04-16

PLOW

DOUGLAS DYNAMICS INC

-29.51%

Shares6.1K

Event2026-03-31

Filed2026-04-16

ATI

ATI INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-16

DGRO

ISHARES TR

-22.45%

Shares3.6K

Event2026-03-31

Filed2026-04-16

TLH

ISHARES TR

-25.36%

Shares2.5K

Event2026-03-31

Filed2026-04-16

MGEE

MGE ENERGY INC

0.31%

Shares3.3K

Event2026-03-31

Filed2026-04-16

JSI

JANUS DETROIT STR TR

-9.66%

Shares4.9K

Event2026-03-31

Filed2026-04-16

KMI

KINDER MORGAN INC DEL

1.27%

Shares7.5K

Event2026-03-31

Filed2026-04-16

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-16

SCZ

ISHARES TR

-7.07%

Shares3.2K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-12.99%

Shares2.5K

Event2026-03-31

Filed2026-04-16

TGT

TARGET CORP

-5.02%

Shares2.0K

Event2026-03-31

Filed2026-04-16

MSI

MOTOROLA SOLUTIONS INC

-14.26%

Shares559

Event2026-03-31

Filed2026-04-16

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-16

VICI

VICI PPTYS INC

0.69%

Shares8.9K

Event2026-03-31

Filed2026-04-16

RITM

RITHM CAPITAL CORP

0.00%

Shares25.5K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW

-9.57%

Shares1.8K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

1.69%

Shares1.8K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-16

GPIQ

GOLDMAN SACHS ETF TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

7.70%

Shares937

Event2026-03-31

Filed2026-04-16

VTEB

VANGUARD MUN BD FDS

-1.15%

Shares4.6K

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-16

EIX

EDISON INTL

New

Shares3.1K

Event2026-03-31

Filed2026-04-16

ANNALY CAPITAL MANAGEMENT IN

0.05%

Shares10.8K

Event2026-03-31

Filed2026-04-16

VDE

VANGUARD WORLD FD

New

Shares1.3K

Event2026-03-31

Filed2026-04-16

JEPI

J P MORGAN EXCHANGE TRADED F

-17.74%

Shares3.9K

Event2026-03-31

Filed2026-04-16

IGLD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

-19.19%

Shares3.2K

Event2026-03-31

Filed2026-04-16

ACCENTURE PLC IRELAND

42.75%

Shares1.1K

Event2026-03-31

Filed2026-04-16

FDUS

FIDUS INVT CORP

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-16

FTI

TECHNIPFMC PLC

New

Shares3.1K

Event2026-03-31

Filed2026-04-16

PNC

PNC FINL SVCS GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-16

CRWD

CROWDSTRIKE HLDGS INC

1.48%

Shares547

Event2026-03-31

Filed2026-04-16

PRU

PRUDENTIAL FINL INC

3.07%

Shares2.2K

Event2026-03-31

Filed2026-04-16

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

New

Shares349

Event2026-03-31

Filed2026-04-16

ETW

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares24.0K

Event2026-03-31

Filed2026-04-16

RCL

ROYAL CARIBBEAN GROUP

-20.23%

Shares757

Event2026-03-31

Filed2026-04-16

CTRA

COTERRA ENERGY INC

New

Shares5.9K

Event2026-03-31

Filed2026-04-16

HTGC

HERCULES CAPITAL INC

0.11%

Shares14.0K

Event2026-03-31

Filed2026-04-16

DGRW

WISDOMTREE TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-16

KLAC

KLA CORP

New

Shares139

Event2026-03-31

Filed2026-04-16

CONSOLIDATED EDISON INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-16

OLED

UNIVERSAL DISPLAY CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-16

MGK

VANGUARD WORLD FD

0.00%

Shares548

Event2026-03-31

Filed2026-04-16

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares38.7K

Event2026-03-31

Filed2026-04-16

BLW

BLACKROCK LTD DURATION INCOM

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

-19.66%

Shares6.9K

Event2026-03-31

Filed2026-04-16

QYLD

GLOBAL X FDS

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-16

TRIN

TRINITY CAP INC

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-16

DNP

DNP SELECT INCOME FD INC

16.64%

Shares16.6K

Event2026-03-31

Filed2026-04-16

GOF

GUGGENHEIM STRATEGIC OPPORTU

-5.28%

Shares14.4K

Event2026-03-31

Filed2026-04-16

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-16

WHEELS UP EXPERIENCE INC

0.00%

Shares18.5K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

PFE Call CallPFIZER INC1.5K sharesnew addition2026-03-312026-04-16

PFE Call

PFIZER INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

Put Option Holdings

No put option holdings data available