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The Analysis of BAYBAN's Holdings & P&L

Currently, BAYBAN holds 671 types of securities in its portfolio with a total value $115.0M. In the most recent quarter, they have increased their positions in WMT (+22.9K shares, valued at $2.8M), XOM (+4.0K shares, valued at $683.7K), AAPL (+2.6K shares, valued at $658.8K); decreased their positions in V (-2.5K shares, valued at $760.4K), FAST (-10.1K shares, valued at $470.7K), DUK (-3.5K shares, valued at $462.1K); initiated new positions in PIPR (+8.3K shares, valued at $637.2K), BALL (+9.0K shares, valued at $534.4K), NOC (+436 shares, valued at $297.5K).

1M P&L

+2.6M+2.04%

3M P&L

+3.2M+2.51%

HY P&L

+1.3M+1.00%

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/A44.0M

38.3%

2Healthcare Plans10.9M

9.5%

3Oil & Gas Integrated5.9M

5.1%

Top Industries by Stock Count

1N/A178 stocks

26.5%

2Software - Application23 stocks

3.4%

3Utilities - Regulated Electric18 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UNH United Health Group Inc40.1K shares-1.37%2026-03-312026-04-24

IVV IShares Core S&P 500 ETF8.9K shares-0.28%2026-03-312026-04-24

XOM Exxon Mobil Corporation Common Stock31.1K shares14.90%2026-03-312026-04-24

AAPL Apple Inc20.0K shares14.92%2026-03-312026-04-24

VTI Vanguard Total Stock Market ETF15.5K shares-0.10%2026-03-312026-04-24

USB US Bancorp80.0K shares-0.01%2026-03-312026-04-24

WMT Wal-Mart Stores Inc26.5K shares630.75%2026-03-312026-04-24

VEA Vanguard FTSE Developed Markets ETF48.5K shares-0.60%2026-03-312026-04-24

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MSFT Microsoft Corp Common Stock5.7K shares1.58%2026-03-312026-04-24

JNJ Johnson & Johnson Common Stock8.0K shares2.86%2026-03-312026-04-24

MMM 3M Company11.7K shares1.09%2026-03-312026-04-24

IEFA IShares Core MSCI EAFE ETF17.6K shares0.90%2026-03-312026-04-24

QQQ Invesco QQQ Trust Series 1 ETF2.5K shares-0.40%2026-03-312026-04-24

IWF IShares Trust Russell 1000 Growth ETF3.3K shares0.00%2026-03-312026-04-24

TGT Target Inc10.6K shares0.24%2026-03-312026-04-24

CAT Caterpillar Inc1.7K shares4.37%2026-03-312026-04-24

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EEM IShares MSCI Emerging Market Index ETF20.7K shares0.00%2026-03-312026-04-24

XEL Xcel Energy Inc14.2K shares-21.94%2026-03-312026-04-24

VIG Vanguard Dividend Appreciation ETF5.3K shares-4.75%2026-03-312026-04-24

IWO IShares Russell 2000 Growth ETF3.5K shares0.00%2026-03-312026-04-24

NEE Nextera Energy Inc11.0K shares79.70%2026-03-312026-04-24

VICR Vicor Corp Common Stock6.1K shares-14.08%2026-03-312026-04-24

VXUS Vanguard Total International Stock Index Fund ETF12.2K shares-14.10%2026-03-312026-04-24

IJH IShares S&P Mid Cap 400 Index Fund ETF13.3K shares0.00%2026-03-312026-04-24

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JPM JPMorgan Chase & Co3.0K shares6.02%2026-03-312026-04-24

XLK State Street Technology Select Sector SPDR ETF6.6K shares-0.54%2026-03-312026-04-24

WFC Wells Fargo Co10.9K shares-0.91%2026-03-312026-04-24

VWO Vanguard Emerging Mkt ETF15.5K shares0.00%2026-03-312026-04-24

ABBV AbbVie Inc3.7K shares0.00%2026-03-312026-04-24

IWP IShares Russell Mid-Cap Growth ETF6.2K shares0.00%2026-03-312026-04-24

GNR State Street SPDR S&P Global Natural Resources ETF10.5K shares0.00%2026-03-312026-04-24

MINN Mairs and Power Minnesota Municipal Bond ETF35.3K shares8.10%2026-03-312026-04-24

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VGT Vanguard Information Technology Index Fund ETF1.1K shares0.00%2026-03-312026-04-24

KO Coca Cola Co9.8K shares20.89%2026-03-312026-04-24

VYM Vanguard High Div Yield ETF4.9K shares-7.86%2026-03-312026-04-24

SPY State Street SPDR S&P 500 ETF Trust1.1K shares0.00%2026-03-312026-04-24

XLV State Street Health Care Select Sector SPDR ETF4.7K shares-1.98%2026-03-312026-04-24

EFG IShares MSCI EAFE Growth Index Fund ETF6.0K shares0.00%2026-03-312026-04-24

PIPR Piper Sandler Companies Common8.3K sharesnew addition2026-03-312026-04-24

BRK.B Berkshire Hathaway Inc Cl B1.3K shares17.27%2026-03-312026-04-24

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PEP Pepsico Inc3.9K shares-30.15%2026-03-312026-04-24

IJR IShares Core S&P Small Cap ETF4.8K shares0.00%2026-03-312026-04-24

ADP Automatic Data Processing Inc2.9K shares512.82%2026-03-312026-04-24

GOOG Alphabet Inc Class C2.0K shares54.28%2026-03-312026-04-24

COST Costco Wholesale Corp571 shares42.04%2026-03-312026-04-24

CSCO Cisco Systems, Inc. Common Stock6.9K shares1.81%2026-03-312026-04-24

BALL Ball Corp9.0K sharesnew addition2026-03-312026-04-24

EPD Enterprise Products Partners LP13.1K shares0.00%2026-03-312026-04-24

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OTTR Otter Tail Power Co5.2K shares11.39%2026-03-312026-04-24

ABT Abbott Laboratories4.3K shares0.00%2026-03-312026-04-24

ADM Archer-Daniels-Midland Co6.1K shares0.00%2026-03-312026-04-24

USMV IShares Edge MSCI USA Minimum Volatility ETF4.8K shares2.57%2026-03-312026-04-24

AJG Arthur J Gallagher & Co2.0K shares0.00%2026-03-312026-04-24

AMZN Amazon.com Inc1.9K shares9.88%2026-03-312026-04-24

PM Philip Morris International Inc2.4K shares44.96%2026-03-312026-04-24

BNDX Vanguard Total International Bond ETF8.1K shares0.00%2026-03-312026-04-24

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XLY State Street Consumer Discretionary Select Sector SPDR ETF3.5K shares0.00%2026-03-312026-04-24

IWD IShares Trust Russell 1000 Value ETF1.8K shares0.00%2026-03-312026-04-24

MCD McDonalds Corp1.2K shares0.00%2026-03-312026-04-24

CVX Chevron Corp1.8K shares8.75%2026-03-312026-04-24

PG Procter & Gamble Co2.6K shares2.54%2026-03-312026-04-24

HD Home Depot Inc Common Stock1.1K shares0.00%2026-03-312026-04-24

TRV Travelers Cos Inc1.2K shares16.77%2026-03-312026-04-24

LMT Lockheed Martin Corp560 shares0.00%2026-03-312026-04-24

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ECL Ecolab Inc1.2K shares-25.18%2026-03-312026-04-24

VNQ Vanguard REIT Index ETF3.6K shares0.19%2026-03-312026-04-24

IEMG IShares Core MSCI Emerging Markets ETF4.6K shares-6.30%2026-03-312026-04-24

NSC Norfolk Southern Corp1.1K shares842.74%2026-03-312026-04-24

ORCL Oracle Systems Corp2.1K shares0.00%2026-03-312026-04-24

IBM International Business Machines Corp1.3K shares29.77%2026-03-312026-04-24

NOC Northrop Grumman Corp436 sharesnew addition2026-03-312026-04-24

XLF State Street Financial Select Sector SPDR ETF5.9K shares0.00%2026-03-312026-04-24

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IWS IShares Russell Mid-Cap Value ETF2.0K shares0.00%2026-03-312026-04-24

IWR IShares Russell Mid Cap Index ETF2.9K shares0.00%2026-03-312026-04-24

MA Master Card Inc Cl A545 shares-6.03%2026-03-312026-04-24

GIS General Mills Inc7.1K shares-0.28%2026-03-312026-04-24

MCK McKesson Corp299 shares0.00%2026-03-312026-04-24

ETN Eaton Corporation PLC702 shares0.00%2026-03-312026-04-24

VBR Vanguard Small Cap Value ETF1.1K shares0.00%2026-03-312026-04-24

IVW IShares S&P 500 Growth Index ETF2.2K shares-3.58%2026-03-312026-04-24

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BTI British American Tobacco PLC Spons ADR4.2K shares0.00%2026-03-312026-04-24

VOO Vanguard 500 Index Fund S&P ETF409 shares-50.00%2026-03-312026-04-24

XLE State Street Energy Select Sector SPDR ETF4.0K shares0.00%2026-03-312026-04-24

IWN IShares Russell 2000 Value ETF1.3K shares0.00%2026-03-312026-04-24

MRK Merck & Co Inc1.9K shares-1.92%2026-03-312026-04-24

WMB Williams Companies Inc3.1K shares0.00%2026-03-312026-04-24

XLI State Street Industrial Select Sector SPDR ETF1.4K shares0.00%2026-03-312026-04-24

GE GE Aerospace Common790 shares452.45%2026-03-312026-04-24

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AMGN Amgen Inc630 shares0.00%2026-03-312026-04-24

SPYV State Street SPDR Portfolio S&P 500 Value ETF3.9K shares-12.21%2026-03-312026-04-24

BBAX JP Morgan Betabuilders Developed Asia Pacific ex-Japan ETF3.7K shares0.00%2026-03-312026-04-24

V VISA Inc731 shares-77.49%2026-03-312026-04-24

SBUX Starbucks Corp2.4K shares2.15%2026-03-312026-04-24

TXN Texas Instruments1.1K shares0.00%2026-03-312026-04-24

T AT&T Inc7.1K shares74.53%2026-03-312026-04-24

TFC Truist Financial Corp Common4.4K shares3.06%2026-03-312026-04-24

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IEF IShares Barclays 7-10 Year Treasury Bond ETF2.1K shares0.00%2026-03-312026-04-24

NUV Nuveen Municipal Value Fund22.1K shares0.00%2026-03-312026-04-24

PANW Palo Alto Networks Inc Common1.2K shares0.00%2026-03-312026-04-24

EFV IShares MSCI Value ETF2.6K shares0.00%2026-03-312026-04-24

NVDA NVIDIA Corp Common1.1K shares39.98%2026-03-312026-04-24

VZ Verizon Communications3.8K shares3.14%2026-03-312026-04-24

C Citigroup Inc1.7K shares17.01%2026-03-312026-04-24

TJX TJX Company Inc1.2K shares0.00%2026-03-312026-04-24

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BLK Blackrock Inc Common191 shares0.00%2026-03-312026-04-24

GS Goldman Sachs Group Inc216 shares54.29%2026-03-312026-04-24

CB Chubb Ltd Common544 shares7.09%2026-03-312026-04-24

BDX Becton Dickinson & Company1.1K shares503.78%2026-03-312026-04-24

AVGO Broadcom LTD565 shares25.28%2026-03-312026-04-24

UNP Union Pacific Inc703 shares-16.80%2026-03-312026-04-24

AMAT Applied Materials Inc493 shares-19.58%2026-03-312026-04-24

HEDJ WisdomTree Europe Hedged Equity ETF3.2K shares0.00%2026-03-312026-04-24

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MDY State Street SPDR S&P MidCap 400 ETF Trust273 shares-19.71%2026-03-312026-04-24

FTCS First Trust Capital Strength ETF1.8K shares0.00%2026-03-312026-04-24

VDE Vanguard Energy ETF943 shares0.00%2026-03-312026-04-24

FUL H.B. Fuller Co. Common Stock2.6K shares0.00%2026-03-312026-04-24

RTX RTX Corp Common839 shares8.54%2026-03-312026-04-24

SPGP Invesco S&P 500 GARP ETF1.5K shares0.00%2026-03-312026-04-24

VHT Vanguard Health Care Index Fund ETF586 shares-25.54%2026-03-312026-04-24

CP Canadian Pacific Kansas City Limited Common2.0K shares0.00%2026-03-312026-04-24

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SMH Vaneck Semiconductor ETF410 shares0.00%2026-03-312026-04-24

NDMO Nuveen Dynamic Municipal Opportunities Fund15.0K shares0.00%2026-03-312026-04-24

FLGB Franklin Templeton FTSE United Kingdom ETF4.4K shares0.00%2026-03-312026-04-24

KMI Kinder Morgan Inc4.6K shares0.00%2026-03-312026-04-24

XLC State Street Communication Services Select Sector SPDR ETF1.4K shares0.00%2026-03-312026-04-24

FLJP Franklin Templeton FTSE Japan ETF4.1K shares0.00%2026-03-312026-04-24

MDLZ Mondelez International Inc2.6K shares-4.25%2026-03-312026-04-24

SCZ IShares EAFE Small Cap ETF1.9K shares0.00%2026-03-312026-04-24

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GEV GE Vernova Inc Common169 shares2012.50%2026-03-312026-04-24

LLY Eli Lilly & Co158 shares0.00%2026-03-312026-04-24

AGG IShares Core US Aggregate Bond ETF1.4K shares0.00%2026-03-312026-04-24

RDVY First Trust Nasdaq Rising Dividend Achievers ETF2.0K shares0.00%2026-03-312026-04-24

DRI Darden Restaurants Inc Common693 shares0.00%2026-03-312026-04-24

ENB Enbridge Inc Common2.4K shares0.00%2026-03-312026-04-24

PFE Pfizer Inc Common Stock4.6K shares0.81%2026-03-312026-04-24

RY Royal Bank of Canada800 shares0.00%2026-03-312026-04-24

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BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF5.3K shares0.00%2026-03-312026-04-24

RGLD Royal Gold Inc Common505 shares1.00%2026-03-312026-04-24

SCHA Schwab US SmallCap ETF4.4K shares0.00%2026-03-312026-04-24

EZU IShares MSCI Eurozone ETF2.0K shares-0.20%2026-03-312026-04-24

RSP Invesco S&P 500 Equal Weight ETF651 shares0.00%2026-03-312026-04-24

IYK IShares US Consumer Goods1.8K shares0.00%2026-03-312026-04-24

GILD Gilead Sciences Inc879 shares0.00%2026-03-312026-04-24

WM Waste Management Inc533 shares0.00%2026-03-312026-04-24

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RSPH Invesco S&P 500 Equal Weight Health Care ETF4.0K shares0.00%2026-03-312026-04-24

CEG Constellation Energy Corp Common424 shares0.00%2026-03-312026-04-24

DUK Duke Energy Holding Corp886 shares-79.93%2026-03-312026-04-24

GOOGL Alphabet Inc Class A384 shares19.63%2026-03-312026-04-24

SOLV Solventum Corp Common1.7K shares0.00%2026-03-312026-04-24

MCHP Microchip Tech Inc Common Stock1.7K shares0.00%2026-03-312026-04-24

QUAL IShares Edge MSCI USA Quality Factor ETF570 shares714.29%2026-03-312026-04-24

HON Honeywell International Inc480 shares-15.64%2026-03-312026-04-24

Sponsored

SCHC Schwab International SmallCap Equity ETF2.3K shares0.00%2026-03-312026-04-24

NGG National Grid Transco PLC Sponsored ADR1.3K shares-28.25%2026-03-312026-04-24

JEPQ JPMorgan Nasdaq Equity Premium Income ETF1.9K shares0.00%2026-03-312026-04-24

BX Blackstone Group Inc Class A922 shares0.00%2026-03-312026-04-24

ITW Illinois Tool Works Inc. Common Stock405 shares0.00%2026-03-312026-04-24

GD General Dynamics Corp304 shares4.11%2026-03-312026-04-24

TTE TotalEnergies SE ADR1.1K shares0.00%2026-03-312026-04-24

LIN Linde PLC Ordinary208 shares0.00%2026-03-312026-04-24

Sponsored

SCHD Schwab US Dividend Equity ETF3.3K shares-37.94%2026-03-312026-04-24

SLV iShares Silver Trust1.5K shares0.00%2026-03-312026-04-24

DVY IShares Select Dividend ETF675 shares0.00%2026-03-312026-04-24

COP Conocophillips Petroleum Co774 shares71.24%2026-03-312026-04-24

PNC PNC Financial Services Group Inc484 shares0.00%2026-03-312026-04-24

GWW WW Grainger Inc Common91 shares0.00%2026-03-312026-04-24

BR Broadridge Financial Solutions Inc600 sharesnew addition2026-03-312026-04-24

PSX Phillips 66526 shares17.67%2026-03-312026-04-24

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SHOP Shopify Inc Class A Common800 shares0.00%2026-03-312026-04-24

BSX Boston Scientific Corp Common Stock1.5K shares0.00%2026-03-312026-04-24

JEPI JPMorgan Equity Premium Income ETF1.6K shares0.00%2026-03-312026-04-24

MDT Medtronic PLC Com1.1K shares6.40%2026-03-312026-04-24

HEI HEICO Corp330 shares19.57%2026-03-312026-04-24

ADI Analog Devices Inc Common284 shares16.39%2026-03-312026-04-24

O Realty Income Corp1.4K shares0.00%2026-03-312026-04-24

SO The Southern Co896 shares0.00%2026-03-312026-04-24

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PPL P P L Corp2.2K shares0.00%2026-03-312026-04-24

MAIN Main Street Capital Corp1.6K shares0.00%2026-03-312026-04-24

DIS Walt Disney Company Common Stock883 shares0.00%2026-03-312026-04-24

MOAT Vaneck Vectors Morningstar Wide Moat ETF860 shares-24.36%2026-03-312026-04-24

WPM Wheaton Precious Metals Corp Common627 shares0.00%2026-03-312026-04-24

GLW Corning Inc. Common Stock598 shares0.00%2026-03-312026-04-24

AEP American Electric Power Inc619 shares0.00%2026-03-312026-04-24

DGRO IShares Core Dividend Growth ETF1.1K shares0.00%2026-03-312026-04-24

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VDC Vanguard Consumer Staples ETF357 shares0.00%2026-03-312026-04-24

TMO Thermo Fisher Scientific Inc161 shares0.00%2026-03-312026-04-24

CMCSA Comcast Corp Class A2.7K shares3.32%2026-03-312026-04-24

ACN Accenture PLC Ireland Class A396 shares-1.74%2026-03-312026-04-24

LOW Lowes Companies Inc332 shares8.14%2026-03-312026-04-24

VIS Vanguard Industrial ETF250 shares0.00%2026-03-312026-04-24

ADBE Adobe Sys Inc Common311 sharesnew addition2026-03-312026-04-24

GBIL Goldman Sachs Access Treasury 0-1 Year ETF754 sharesnew addition2026-03-312026-04-24

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DE Deere & Company133 shares0.00%2026-03-312026-04-24

SHEL Shell PLC ADR800 shares0.00%2026-03-312026-04-24

TY Tri-Continental Corp2.3K shares0.00%2026-03-312026-04-24

IBB IShares Biotechnology ETF432 shares0.00%2026-03-312026-04-24

URA Global X Uranium ETF1.5K shares0.00%2026-03-312026-04-24

SCHE Schwab Emerging Markets Equity ETF2.2K shares0.00%2026-03-312026-04-24

KR Kroger Co1.0K shares0.00%2026-03-312026-04-24

MAR Marriott International Inc Class A220 shares0.00%2026-03-312026-04-24

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SPGI S&P Global Inc168 shares11.26%2026-03-312026-04-24

FLCA Franklin Templeton FTSE Canada ETF1.4K shares0.00%2026-03-312026-04-24

HBAN Huntington Bancshares Inc Common4.5K shares0.00%2026-03-312026-04-24

GSK GSK PLC ADR1.3K shares0.00%2026-03-312026-04-24

TLT IShares Barclays 20 Plus Year Treasury Bond ETF804 shares0.00%2026-03-312026-04-24

ZTR Virtus Total Return Fund Inc10.3K shares0.00%2026-03-312026-04-24

VB Vanguard Small Cap ETF260 shares0.00%2026-03-312026-04-24

SPXX Nuveen S&P 500 Dynamic Overwrite Fund4.2K sharesnew addition2026-03-312026-04-24

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LNT Alliant Energy Corp939 shares0.00%2026-03-312026-04-24

BMO Bank of Montreal489 shares-83.38%2026-03-312026-04-24

MO Altria Group999 sharesnew addition2026-03-312026-04-24

FE FirstEnergy Inc1.3K shares0.00%2026-03-312026-04-24

NXP Nuveen Select Tax-Free Income Portfolio4.4K shares0.00%2026-03-312026-04-24

PLD Prologis Inc Common474 shares0.00%2026-03-312026-04-24

XYL Xylem Inc523 shares0.00%2026-03-312026-04-24

TRP TC Energy Corp Common982 shares0.00%2026-03-312026-04-24

Sponsored

CGUS Capital Group Core Equity ETF1.6K sharesnew addition2026-03-312026-04-24

PFF IShares Preferred and Income Securities ETF2.0K shares0.00%2026-03-312026-04-24

HIG The Hartford Financial Services Grp447 shares0.00%2026-03-312026-04-24

EMR Emerson Electric Co460 shares0.00%2026-03-312026-04-24

WEC WEC Energy Group Inc520 shares-87.18%2026-03-312026-04-24

CMI Cummins Inc108 shares0.00%2026-03-312026-04-24

CVS CVS Health Corp801 shares-1.23%2026-03-312026-04-24

VYMI Vanguard International High Dividend Yield Index Fund ETF608 shares-58.18%2026-03-312026-04-24

Sponsored

MET Metlife Inc Common Stock807 shares0.00%2026-03-312026-04-24

CWB State Street SPDR Bloomberg Convertible Securities ETF600 shares-5.06%2026-03-312026-04-24

SCHW Charles Schwab Inc577 shares0.00%2026-03-312026-04-24

PGF Invesco Financial Preferred ETF3.9K shares0.00%2026-03-312026-04-24

ADX Adams Diversified Equity Fund2.4K shares0.00%2026-03-312026-04-24

SRE Sempra Energy533 shares0.00%2026-03-312026-04-24

KBWB Invesco KBW Bank ETF648 shares0.00%2026-03-312026-04-24

PGX Invesco Preferred ETF4.6K shares0.00%2026-03-312026-04-24

Sponsored

ROL Rollins Inc929 shares13.29%2026-03-312026-04-24

AFL Aflac Inc446 shares0.00%2026-03-312026-04-24

IGM IShares North American Tech ETF383 shares-10.72%2026-03-312026-04-24

CCI Crown Castle Inc545 shares9.00%2026-03-312026-04-24

BSV Vanguard Bond Index Fund Short Term Bond ETF565 shares-34.91%2026-03-312026-04-24

MEDP Medpace Holdings Inc Common92 shares17.95%2026-03-312026-04-24

WAT Waters Corp Common148 sharesnew addition2026-03-312026-04-24

DLTR Dollar Tree Inc Com400 shares0.00%2026-03-312026-04-24

Sponsored

LOPE Grand Canyon Education Inc Common256 shares16.36%2026-03-312026-04-24

BBCA JPMorgan BetaBuilders Canada ETF459 shares0.00%2026-03-312026-04-24

ROK Rockwell Automation Inc120 shares0.00%2026-03-312026-04-24

GLD SPDR Gold Trust ETF100 shares-45.05%2026-03-312026-04-24

ENSG Ensign Group Inc Common210 shares17.98%2026-03-312026-04-24

EXC Exelon Corp863 shares0.00%2026-03-312026-04-24

WY Weyerhaeuser Co1.7K shares0.00%2026-03-312026-04-24

CTVA Corteva Inc Common500 shares113.68%2026-03-312026-04-24

Sponsored

DHR Danaher Corp220 shares14.58%2026-03-312026-04-24

AKRE Akre Focus ETF788 shares0.00%2026-03-312026-04-24

LHX L3Harris Technologies Inc120 shares0.00%2026-03-312026-04-24

HRL Hormel Foods Corp1.8K shares0.00%2026-03-312026-04-24

IRM Iron Mountain Inc Common400 shares0.00%2026-03-312026-04-24

PRU Prudential Financial Inc418 shares0.00%2026-03-312026-04-24

AWK American Water Works Co Inc300 shares-27.36%2026-03-312026-04-24

TEL TE Connectivity PLC195 shares0.00%2026-03-312026-04-24

Sponsored

PPA Invesco Aerospace & Defense ETF245 shares0.00%2026-03-312026-04-24

MKC McCormick & Co Inc Common Non Vtg800 shares0.00%2026-03-312026-04-24

META Meta Platforms Inc Class A70 shares100.00%2026-03-312026-04-24

PAVE Global X US Infrastructure Development ETF787 shares0.00%2026-03-312026-04-24

PAYX PayChex Inc432 shares-28.36%2026-03-312026-04-24

RBA RB Global Inc Common414 shares26.99%2026-03-312026-04-24

AMT American Tower Corp222 shares0.00%2026-03-312026-04-24

CVE Cenovus Energy Inc1.4K shares0.00%2026-03-312026-04-24

Sponsored

UBS UBS Group AG Common1.0K shares0.00%2026-03-312026-04-24

BAI IShares AI Innovation and Tech Active ETF1.1K shares0.00%2026-03-312026-04-24

BAC Bank of America Corp769 shares-86.23%2026-03-312026-04-24

FLOT IShares Floating Rate Bond ETF732 shares0.00%2026-03-312026-04-24

CGDV Capital Group Dividend Value ETF856 sharesnew addition2026-03-312026-04-24

DIHP Dimensional International High Profitability ETF1.1K sharesnew addition2026-03-312026-04-24

RYN Rayonier Inc Common1.8K sharesnew addition2026-03-312026-04-24

AVA Avista Corp Common900 shares0.00%2026-03-312026-04-24

Sponsored

ECG Everus Construction Group Inc305 shares9.71%2026-03-312026-04-24

VCIT Vanguard Intermediate Term Corporate Bond ETF429 shares0.00%2026-03-312026-04-24

NVS Novartis Ag - ADR229 shares30.86%2026-03-312026-04-24

BMY Bristol Myers Squibb Co575 shares0.00%2026-03-312026-04-24

EWL IShares MSCI Switzerland ETF588 shares0.00%2026-03-312026-04-24

ITT ITT Inc Common179 shares0.00%2026-03-312026-04-24

CME CME Group Inc115 shares0.00%2026-03-312026-04-24

MU Micron Technology Inc Common100 shares0.00%2026-03-312026-04-24

Sponsored

NFLX Netflix Inc350 shares400.00%2026-03-312026-04-24

PEG Public Service Enterprise Grp Inc Common Stock414 shares0.00%2026-03-312026-04-24

CHRW C H Robinson Worldwide Inc200 shares0.00%2026-03-312026-04-24

DOW Dow Inc Common783 shares116.30%2026-03-312026-04-24

NEM Newmont Corp300 shares0.00%2026-03-312026-04-24

BBY Best Buy, Inc. Common Stock500 shares0.00%2026-03-312026-04-24

LRCX Lam Research Corporation150 shares0.00%2026-03-312026-04-24

SCHB Schwab Strategic Trust US Broad Market ETF1.3K shares0.00%2026-03-312026-04-24

Sponsored

WSO Watsco Inc Class A87 shares0.00%2026-03-312026-04-24

MMC Marsh & McLennan Cos Inc181 shares0.00%2026-03-312026-04-24

MS Morgan Stanley188 shares72.48%2026-03-312026-04-24

VOD Vodafone Group Inc PLC2.0K shares6696.67%2026-03-312026-04-24

BHP BHP Billiton Limited ADR416 shares0.00%2026-03-312026-04-24

SMFG Sumitomo Mitsui Financial Group Inc1.5K shares0.00%2026-03-312026-04-24

GDX Vaneck Gold Miners ETF320 shares0.00%2026-03-312026-04-24

SAFT Safety Insurance Group Inc400 shares0.00%2026-03-312026-04-24

Sponsored

IFRA IShares US Infrastructure ETF506 shares0.00%2026-03-312026-04-24

IXN IShares S&P Global Technology Sector285 sharesnew addition2026-03-312026-04-24

BP BP Amoco PLC Sponsored ADR600 shares0.00%2026-03-312026-04-24

TD Toronto-Dominion Bank300 shares0.00%2026-03-312026-04-24

FUTY Fidelity MSCI Utilities Index ETF464 shares0.00%2026-03-312026-04-24

PSA Public Storage Ordinary Shares100 shares0.00%2026-03-312026-04-24

HII Huntington Ingalls Industries71 sharesnew addition2026-03-312026-04-24

XLRE State Street Real Estate Select Sector SPDR ETF659 shares0.00%2026-03-312026-04-24

Sponsored

BA Boeing Company135 shares0.00%2026-03-312026-04-24

ROKU Roku Inc Class A280 shares1300.00%2026-03-312026-04-24

CNC Centene Corp800 shares0.00%2026-03-312026-04-24

VLO Valero Energy Corp106 shares0.00%2026-03-312026-04-24

FDX Fedex Inc Common Stock73 sharesnew addition2026-03-312026-04-24

ARW Arrow Electronics Inc Common179 sharesnew addition2026-03-312026-04-24

DON WisdomTree US Mid-Cap Dividend ETF486 shares0.00%2026-03-312026-04-24

EVRG Evergy Inc Common310 shares0.00%2026-03-312026-04-24

Sponsored

VCSH Vanguard Short-Term Corporate Bond ETF320 sharesnew addition2026-03-312026-04-24

TTC Toro Company268 shares0.00%2026-03-312026-04-24

TSCO Tractor Supply Common550 shares0.00%2026-03-312026-04-24

EFAV IShares MSCI EAFE Min Vol Factor ETF267 shares0.00%2026-03-312026-04-24

TSM Taiwan Semiconductor Manufacturing Company Limited ADR72 shares0.00%2026-03-312026-04-24

APD Air Products And Chemicals Inc Common83 shares-35.66%2026-03-312026-04-24

CCEP Coca-Cola Europacific Partners PLC Common266 shares0.00%2026-03-312026-04-24

MDU MDU Resource Group Inc1.2K shares4.50%2026-03-312026-04-24

Sponsored

MPC Marathon Petroleum Corp97 shares0.00%2026-03-312026-04-24

HTD John Hancock Tax-Advantaged Dividend Income Fund Common948 shares0.00%2026-03-312026-04-24

SAP SAP AG Spon ADR136 shares17.24%2026-03-312026-04-24

SDY State Street SPDR S&P Dividend ETF158 shares0.00%2026-03-312026-04-24

VAW Vanguard Materials Index Fund ETF102 shares0.00%2026-03-312026-04-24

AMKR Amkor Technologies Inc500 shares0.00%2026-03-312026-04-24

CGGO Capital Group Global Growth Equity ETF670 shares0.00%2026-03-312026-04-24

FAST Fastenal Co479 shares-95.49%2026-03-312026-04-24

Sponsored

CL Colgate-Palmolive Co260 shares0.00%2026-03-312026-04-24

INTC Intel Corporation500 shares0.00%2026-03-312026-04-24

BND Vanguard Total Bond Market Index Fund ETF299 shares0.00%2026-03-312026-04-24

QCOM Qualcomm Inc167 shares18.44%2026-03-312026-04-24

VT Vanguard Total World Stock Index Fund ETF155 shares0.00%2026-03-312026-04-24

ALL Allstate Corp103 shares0.00%2026-03-312026-04-24

IVE IShares S&P 500 Value Index Fund100 shares0.00%2026-03-312026-04-24

WRB Berkley WR Corp Common315 shares0.00%2026-03-312026-04-24

Sponsored

HSY Hershey Foods Corp100 shares0.00%2026-03-312026-04-24

CGBL Capital Group Core Balanced ETF604 shares0.00%2026-03-312026-04-24

KNF Knife River Corp Common253 shares0.00%2026-03-312026-04-24

MTUM IShares Edge MSCI USA Momentum Factor ETF86 shares4200.00%2026-03-312026-04-24

UPS United Parcel Service Class B209 shares-63.33%2026-03-312026-04-24

MGA Magna International Inc Class A367 sharesnew addition2026-03-312026-04-24

THG Hanover Insurance Group Inc118 shares0.00%2026-03-312026-04-24

FELC Fidelity Enhanced Large Cap Core ETF556 shares0.00%2026-03-312026-04-24

Sponsored

KEY Keycorp New Common Stock1.0K shares0.00%2026-03-312026-04-24

AMP Ameriprise Financial Inc45 shares0.00%2026-03-312026-04-24

UL Unilever PLC Sponsored ADR344 shares25.55%2026-03-312026-04-24

EMB IShares JPMorgan USD Emerging Market Bond ETF207 shares0.00%2026-03-312026-04-24

ZWS Zurn Elkay Water Solutions Corp Common431 shares0.00%2026-03-312026-04-24

RWR State Street SPDR Dow Jones REIT ETF191 shares0.00%2026-03-312026-04-24

WBD Warner Bros Discovery Inc Series A Common702 shares1176.36%2026-03-312026-04-24

XBI State Street SPDR S&P Biotech ETF150 shares0.00%2026-03-312026-04-24

Sponsored

DSTL Distillate US Fundamental Stability & Value ETF329 sharesnew addition2026-03-312026-04-24

VONG Vanguard Russell 1000 Growth Index Fund ETF173 shares0.00%2026-03-312026-04-24

SPG Simon Property Group Inc.100 shares0.00%2026-03-312026-04-24

LII Lennox International Inc40 shares0.00%2026-03-312026-04-24

IX Orix Corporation Spons ADR590 shares0.00%2026-03-312026-04-24

THO Thor Inds Inc221 sharesnew addition2026-03-312026-04-24

KMB Kimberly-Clark Corp182 shares-57.18%2026-03-312026-04-24

BK Bank of NY Mellon Corp148 shares0.00%2026-03-312026-04-24

Sponsored

SPYG State Street SPDR Portfolio S&P 500 Growth ETF179 shares-66.60%2026-03-312026-04-24

GM General Motors Co234 shares485.00%2026-03-312026-04-24

IMCG IShares Morningstar Mid-Cap Growth ETF220 shares0.00%2026-03-312026-04-24

LEN Lennar Corporation Class A195 sharesnew addition2026-03-312026-04-24

FQAL Fidelity Quality Factor ETF232 shares0.00%2026-03-312026-04-24

FLEX Flex Ltd Common254 shares0.00%2026-03-312026-04-24

FIX Comfort Systems USA Inc Common12 shares0.00%2026-03-312026-04-24

BCE BCE Inc655 shares37.89%2026-03-312026-04-24

Sponsored

VTV Vanguard Value ETF84 shares0.00%2026-03-312026-04-24

BROS Dutch Bros Inc Class A325 shares0.00%2026-03-312026-04-24

LBTYK Liberty Global Ltd Class C1.4K sharesnew addition2026-03-312026-04-24

CNP Centerpoint Energy Inc371 shares0.00%2026-03-312026-04-24

NWN Northwest Natural Holding Co300 shares0.00%2026-03-312026-04-24

FTV Fortive Corp Common277 shares19.40%2026-03-312026-04-24

AWR American States Water Co Corp Common200 shares0.00%2026-03-312026-04-24

VONV Vanguard Russell 1000 Value Index Fund ETF160 shares0.00%2026-03-312026-04-24

Sponsored

ES Eversource Energy210 shares0.00%2026-03-312026-04-24

ALLE Allegion PLC99 shares0.00%2026-03-312026-04-24

GWRE Guidewire Software Inc Common96 shares26.32%2026-03-312026-04-24

EEMV IShares MSCI Emerging Markets Min Volatility ETF221 shares0.00%2026-03-312026-04-24

APH Amphenol Corp New Class A113 shares0.00%2026-03-312026-04-24

SYY Sysco Corp200 shares0.00%2026-03-312026-04-24

PHO Invesco Water Resources ETF210 shares0.00%2026-03-312026-04-24

EOG EOG Resources Inc96 shares0.00%2026-03-312026-04-24

Sponsored

BNS Bank of Nova Scotia200 shares0.00%2026-03-312026-04-24

DG Dollar General Corp New Com114 sharesnew addition2026-03-312026-04-24

RDDT Reddit Inc Common Class A100 shares0.00%2026-03-312026-04-24

RPM RPM International Inc Common135 shares0.00%2026-03-312026-04-24

EWD IShares MSCI Sweden ETF267 shares0.00%2026-03-312026-04-24

TT Trane Technologies PLC Common31 shares0.00%2026-03-312026-04-24

LITE Lumentum Holdings Inc Common18 shares0.00%2026-03-312026-04-24

FDS Factset Research Systems Inc58 shares0.00%2026-03-312026-04-24

Sponsored

SCHR Schwab Intermediate-Term US Treasury ETF502 shares0.00%2026-03-312026-04-24

CSX CSX Corporation300 shares0.00%2026-03-312026-04-24

NTRS Northern Trust Corp Common88 shares0.00%2026-03-312026-04-24

RECS Columbia Research Enhanced Core ETF313 shares0.00%2026-03-312026-04-24

BIPC Brookfield Infrastructure Corp300 shares0.00%2026-03-312026-04-24

ANET Arista Networks Inc Common96 shares0.00%2026-03-312026-04-24

SJM JM Smucker Co Common Stock122 shares0.00%2026-03-312026-04-24

ENTG Entegris Inc Common100 shares0.00%2026-03-312026-04-24

Sponsored

SWK Stanley Black & Decker Inc Common159 shares0.00%2026-03-312026-04-24

CCJ Cameco Corp102 shares0.00%2026-03-312026-04-24

CTAS Cintas Corp Common65 shares103.13%2026-03-312026-04-24

PWR Quanta Services Inc20 shares0.00%2026-03-312026-04-24

COHR Coherent Corp Common44 shares0.00%2026-03-312026-04-24

VLTO Veralto Corp Common118 shares0.00%2026-03-312026-04-24

JCI Johnson Controls International PLC Common79 sharesnew addition2026-03-312026-04-24

SGOV IShares 0-3 Month Treasury Bond ETF102 shares0.00%2026-03-312026-04-24

Sponsored

VUG Vanguard Growth ETF23 shares0.00%2026-03-312026-04-24

RGA Reinsurance Group of America Inc49 shares0.00%2026-03-312026-04-24

GOVT IShares US Treasury Bond ETF434 shares0.00%2026-03-312026-04-24

FBND Fidelity Total Bond ETF217 shares0.00%2026-03-312026-04-24

SYK Stryker Corp Common30 shares-90.91%2026-03-312026-04-24

ROST Ross Stores Inc Common45 shares0.00%2026-03-312026-04-24

FICO Fair Isaac Corp Common9 shares-40.00%2026-03-312026-04-24

IP International Paper Co264 shares0.00%2026-03-312026-04-24

Sponsored

ZTS Zoetis Inc Class A79 shares0.00%2026-03-312026-04-24

LSCC Lattice Semiconductor Corp100 shares0.00%2026-03-312026-04-24

EMN Eastman Chemical Co119 shares0.00%2026-03-312026-04-24

AON Aon PLC Class A28 shares0.00%2026-03-312026-04-24

DES Wisdomtree Trust US Smallcap Dividend Fund235 shares0.00%2026-03-312026-04-24

TM Toyota Motor Corp Spon ADR40 shares0.00%2026-03-312026-04-24

ICE Intercontinental Exchange Inc Com52 shares0.00%2026-03-312026-04-24

AME Ametek Inc Corp Common38 shares0.00%2026-03-312026-04-24

Sponsored

IUSB IShares Core Total USD Bond Market ETF175 shares0.00%2026-03-312026-04-24

FCPT Four Corners Property Trust Inc337 shares0.00%2026-03-312026-04-24

ASML ASML Holding NV6 shares0.00%2026-03-312026-04-24

KNSL Kinsale Capital Group Inc Common23 shares-63.49%2026-03-312026-04-24

NOW ServiceNow Inc Common75 shares275.00%2026-03-312026-04-24

SMG Scotts Miracle Gro Company128 shares0.00%2026-03-312026-04-24

D Dominion Energy Inc125 shares0.00%2026-03-312026-04-24

DELL Dell Technologies Inc Class C Common46 shares0.00%2026-03-312026-04-24

Sponsored

EIX Edison International Corp100 shares0.00%2026-03-312026-04-24

FTNT Fortinet Inc89 shares0.00%2026-03-312026-04-24

FIVE Five Below Inc Common31 shares-83.06%2026-03-312026-04-24

FNDE Schwab Fundamental Emerging Markets Equity ETF185 shares0.00%2026-03-312026-04-24

DFAE DFA Dimensional Emerging Core Equity Market ETF209 shares0.00%2026-03-312026-04-24

MLM Martin Marietta Materials Inc12 shares0.00%2026-03-312026-04-24

TSLA Tesla Inc Common19 sharesnew addition2026-03-312026-04-24

CDNS Cadence Design Sys Inc25 shares0.00%2026-03-312026-04-24

Sponsored

HALO Halozyme Therapeutics Inc Corp Common107 shares0.00%2026-03-312026-04-24

FELV Fidelity Enhanced Large Cap Value ETF198 shares0.00%2026-03-312026-04-24

MITK Mitek Systems Inc Common500 shares0.00%2026-03-312026-04-24

IDXX Idexx Laboratories Inc Common12 sharesnew addition2026-03-312026-04-24

DAL Delta Air Lines Inc100 shares0.00%2026-03-312026-04-24

AVDV Avantis International Small Cap Value ETF66 sharesnew addition2026-03-312026-04-24

SPHQ Invesco S&P 500 Quality ETF87 shares0.00%2026-03-312026-04-24

VEEV Veeva Sys Inc Class A Common37 sharesnew addition2026-03-312026-04-24

Sponsored

CI Cigna Co Common24 shares0.00%2026-03-312026-04-24

ULTA Ulta Beauty Inc Common12 shares0.00%2026-03-312026-04-24

WST West Pharmaceutical Services Inc25 shares-74.75%2026-03-312026-04-24

VTEB Vanguard Tax-Exempt Bond ETF125 shares0.00%2026-03-312026-04-24

TYL Tyler Technologies Inc Common18 shares-72.73%2026-03-312026-04-24

SHW Sherwin Williams Co19 shares0.00%2026-03-312026-04-24

BEPC Brookfield Renewable Corp150 shares0.00%2026-03-312026-04-24

GEHC GE HealthCare Technologies Inc Common83 shares-6.74%2026-03-312026-04-24

Sponsored

SOLS Solstice Advanced Materials Inc Common77 shares-45.77%2026-03-312026-04-24

TMUS T-Mobile US Inc Common28 shares0.00%2026-03-312026-04-24

GRMN Garmin Ltd25 shares0.00%2026-03-312026-04-24

CRM Salesforce.com Inc Common31 shares3.33%2026-03-312026-04-24

RAL Ralliant Corp Common138 shares79.22%2026-03-312026-04-24

IJK IShares S&P Mid Cap 400 Growth ETF56 shares0.00%2026-03-312026-04-24

VFL Delaware Investments National Municipal Income Fund565 shares0.00%2026-03-312026-04-24

FENI Fidelity Enhanced International ETF151 shares0.00%2026-03-312026-04-24

Sponsored

ORLY O'Reilly Automotive Inc60 shares0.00%2026-03-312026-04-24

ARLP Alliance Resource Partners LP200 shares0.00%2026-03-312026-04-24

VRSK Verisk Analytics Inc29 sharesnew addition2026-03-312026-04-24

MPWR Monolithic Power Systems Inc Common5 shares0.00%2026-03-312026-04-24

DOC Healthpeak Properties Inc Common317 sharesnew addition2026-03-312026-04-24

MYI Blackrock Muniyield Quality Fund III ETF478 shares0.00%2026-03-312026-04-24

CSGP Costar Group Inc120 sharesnew addition2026-03-312026-04-24

VST Vistra Corp Common32 shares0.00%2026-03-312026-04-24

Sponsored

VICI VICI Properties Inc Common171 shares-80.83%2026-03-312026-04-24

AFRM Affirm Holdings Inc Class A100 shares0.00%2026-03-312026-04-24

ACM AECOM54 shares0.00%2026-03-312026-04-24

HLNE Hamilton Lane Inc Class A46 shares0.00%2026-03-312026-04-24

HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF184 shares0.00%2026-03-312026-04-24

AM Antero Midstream Corp200 shares0.00%2026-03-312026-04-24

SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF202 shares0.00%2026-03-312026-04-24

PRVA Privia Health Group Inc Common218 shares-79.83%2026-03-312026-04-24

Sponsored

USIG IShares Broad USD Investment Grade Corporate Bond ETF86 shares0.00%2026-03-312026-04-24

VWOB Vanguard Emerging Markets Government Bond ETF67 shares0.00%2026-03-312026-04-24

PLTR Palantir Technologies Inc Class A30 shares0.00%2026-03-312026-04-24

NOG Northern Oil And Gas Inc Common150 shares0.00%2026-03-312026-04-24

TRMB Trimble Inc Common67 shares0.00%2026-03-312026-04-24

BKNG Booking Holdings Inc1 shares0.00%2026-03-312026-04-24

ATMU Atmus Filtration Technologies Inc Common74 sharesnew addition2026-03-312026-04-24

ISRG Intuitive Surgical Inc Corp Common9 shares0.00%2026-03-312026-04-24

Sponsored

OMC Ominicom Group Inc55 shares816.67%2026-03-312026-04-24

LUMN Lumen Technologies Inc Common581 shares0.00%2026-03-312026-04-24

PKG Packaged Corp of America19 shares0.00%2026-03-312026-04-24

BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF44 shares-76.84%2026-03-312026-04-24

ZM Zoom Video Communications Inc50 shares0.00%2026-03-312026-04-24

VSNT Versant Media Group Inc Common108 sharesnew addition2026-03-312026-04-24

SOFI SoFi Technologies Inc Common250 shares0.00%2026-03-312026-04-24

GPC Genuine Parts Co37 sharesnew addition2026-03-312026-04-24

Sponsored

MSI Motorola Inc9 sharesnew addition2026-03-312026-04-24

R Ryder Systems Inc19 shares0.00%2026-03-312026-04-24

BWXT BWX Technologies Inc Common19 shares0.00%2026-03-312026-04-24

AZN Astrazeneca PLC20 sharesnew addition2026-03-312026-04-24

UNH

United Health Group Inc

-1.37%

Shares40.1K

Event2026-03-31

Filed2026-04-24

IVV

IShares Core S&P 500 ETF

-0.28%

Shares8.9K

Event2026-03-31

Filed2026-04-24

XOM

Exxon Mobil Corporation Common Stock

14.90%

Shares31.1K

Event2026-03-31

Filed2026-04-24

AAPL

Apple Inc

14.92%

Shares20.0K

Event2026-03-31

Filed2026-04-24

VTI

Vanguard Total Stock Market ETF

-0.10%

Shares15.5K

Event2026-03-31

Filed2026-04-24

USB

US Bancorp

-0.01%

Shares80.0K

Event2026-03-31

Filed2026-04-24

WMT

Wal-Mart Stores Inc

630.75%

Shares26.5K

Event2026-03-31

Filed2026-04-24

VEA

Vanguard FTSE Developed Markets ETF

-0.60%

Shares48.5K

Event2026-03-31

Filed2026-04-24

MSFT

Microsoft Corp Common Stock

1.58%

Shares5.7K

Event2026-03-31

Filed2026-04-24

JNJ

Johnson & Johnson Common Stock

2.86%

Shares8.0K

Event2026-03-31

Filed2026-04-24

MMM

3M Company

1.09%

Shares11.7K

Event2026-03-31

Filed2026-04-24

IEFA

IShares Core MSCI EAFE ETF

0.90%

Shares17.6K

Event2026-03-31

Filed2026-04-24

QQQ

Invesco QQQ Trust Series 1 ETF

-0.40%

Shares2.5K

Event2026-03-31

Filed2026-04-24

IWF

IShares Trust Russell 1000 Growth ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-24

TGT

Target Inc

0.24%

Shares10.6K

Event2026-03-31

Filed2026-04-24

CAT

Caterpillar Inc

4.37%

Shares1.7K

Event2026-03-31

Filed2026-04-24

EEM

IShares MSCI Emerging Market Index ETF

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-24

XEL

Xcel Energy Inc

-21.94%

Shares14.2K

Event2026-03-31

Filed2026-04-24

VIG

Vanguard Dividend Appreciation ETF

-4.75%

Shares5.3K

Event2026-03-31

Filed2026-04-24

IWO

IShares Russell 2000 Growth ETF

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-24

NEE

Nextera Energy Inc

79.70%

Shares11.0K

Event2026-03-31

Filed2026-04-24

VICR

Vicor Corp Common Stock

-14.08%

Shares6.1K

Event2026-03-31

Filed2026-04-24

VXUS

Vanguard Total International Stock Index Fund ETF

-14.10%

Shares12.2K

Event2026-03-31

Filed2026-04-24

IJH

IShares S&P Mid Cap 400 Index Fund ETF

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-24

JPM

JPMorgan Chase & Co

6.02%

Shares3.0K

Event2026-03-31

Filed2026-04-24

XLK

State Street Technology Select Sector SPDR ETF

-0.54%

Shares6.6K

Event2026-03-31

Filed2026-04-24

WFC

Wells Fargo Co

-0.91%

Shares10.9K

Event2026-03-31

Filed2026-04-24

VWO

Vanguard Emerging Mkt ETF

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-24

ABBV

AbbVie Inc

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-24

IWP

IShares Russell Mid-Cap Growth ETF

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-24

GNR

State Street SPDR S&P Global Natural Resources ETF

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-24

MINN

Mairs and Power Minnesota Municipal Bond ETF

8.10%

Shares35.3K

Event2026-03-31

Filed2026-04-24

VGT

Vanguard Information Technology Index Fund ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

Coca Cola Co

20.89%

Shares9.8K

Event2026-03-31

Filed2026-04-24

VYM

Vanguard High Div Yield ETF

-7.86%

Shares4.9K

Event2026-03-31

Filed2026-04-24

SPY

State Street SPDR S&P 500 ETF Trust

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

XLV

State Street Health Care Select Sector SPDR ETF

-1.98%

Shares4.7K

Event2026-03-31

Filed2026-04-24

EFG

IShares MSCI EAFE Growth Index Fund ETF

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-24

PIPR

Piper Sandler Companies Common

New

Shares8.3K

Event2026-03-31

Filed2026-04-24

BRK.B

Berkshire Hathaway Inc Cl B

17.27%

Shares1.3K

Event2026-03-31

Filed2026-04-24

PEP

Pepsico Inc

-30.15%

Shares3.9K

Event2026-03-31

Filed2026-04-24

IJR

IShares Core S&P Small Cap ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-24

ADP

Automatic Data Processing Inc

512.82%

Shares2.9K

Event2026-03-31

Filed2026-04-24

GOOG

Alphabet Inc Class C

54.28%

Shares2.0K

Event2026-03-31

Filed2026-04-24

COST

Costco Wholesale Corp

42.04%

Shares571

Event2026-03-31

Filed2026-04-24

CSCO

Cisco Systems, Inc. Common Stock

1.81%

Shares6.9K

Event2026-03-31

Filed2026-04-24

BALL

Ball Corp

New

Shares9.0K

Event2026-03-31

Filed2026-04-24

EPD

Enterprise Products Partners LP

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-24

OTTR

Otter Tail Power Co

11.39%

Shares5.2K

Event2026-03-31

Filed2026-04-24

ABT

Abbott Laboratories

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-24

ADM

Archer-Daniels-Midland Co

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-24

USMV

IShares Edge MSCI USA Minimum Volatility ETF

2.57%

Shares4.8K

Event2026-03-31

Filed2026-04-24

AJG

Arthur J Gallagher & Co

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

AMZN

Amazon.com Inc

9.88%

Shares1.9K

Event2026-03-31

Filed2026-04-24

Philip Morris International Inc

44.96%

Shares2.4K

Event2026-03-31

Filed2026-04-24

BNDX

Vanguard Total International Bond ETF

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-24

XLY

State Street Consumer Discretionary Select Sector SPDR ETF

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-24

IWD

IShares Trust Russell 1000 Value ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

MCD

McDonalds Corp

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

CVX

Chevron Corp

8.75%

Shares1.8K

Event2026-03-31

Filed2026-04-24

Procter & Gamble Co

2.54%

Shares2.6K

Event2026-03-31

Filed2026-04-24

Home Depot Inc Common Stock

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

TRV

Travelers Cos Inc

16.77%

Shares1.2K

Event2026-03-31

Filed2026-04-24

LMT

Lockheed Martin Corp

0.00%

Shares560

Event2026-03-31

Filed2026-04-24

ECL

Ecolab Inc

-25.18%

Shares1.2K

Event2026-03-31

Filed2026-04-24

VNQ

Vanguard REIT Index ETF

0.19%

Shares3.6K

Event2026-03-31

Filed2026-04-24

IEMG

IShares Core MSCI Emerging Markets ETF

-6.30%

Shares4.6K

Event2026-03-31

Filed2026-04-24

NSC

Norfolk Southern Corp

842.74%

Shares1.1K

Event2026-03-31

Filed2026-04-24

ORCL

Oracle Systems Corp

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

IBM

International Business Machines Corp

29.77%

Shares1.3K

Event2026-03-31

Filed2026-04-24

NOC

Northrop Grumman Corp

New

Shares436

Event2026-03-31

Filed2026-04-24

XLF

State Street Financial Select Sector SPDR ETF

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-24

IWS

IShares Russell Mid-Cap Value ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

IWR

IShares Russell Mid Cap Index ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-24

Master Card Inc Cl A

-6.03%

Shares545

Event2026-03-31

Filed2026-04-24

GIS

General Mills Inc

-0.28%

Shares7.1K

Event2026-03-31

Filed2026-04-24

MCK

McKesson Corp

0.00%

Shares299

Event2026-03-31

Filed2026-04-24

ETN

Eaton Corporation PLC

0.00%

Shares702

Event2026-03-31

Filed2026-04-24

VBR

Vanguard Small Cap Value ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

IVW

IShares S&P 500 Growth Index ETF

-3.58%

Shares2.2K

Event2026-03-31

Filed2026-04-24

BTI

British American Tobacco PLC Spons ADR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-24

VOO

Vanguard 500 Index Fund S&P ETF

-50.00%

Shares409

Event2026-03-31

Filed2026-04-24

XLE

State Street Energy Select Sector SPDR ETF

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-24

IWN

IShares Russell 2000 Value ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

MRK

Merck & Co Inc

-1.92%

Shares1.9K

Event2026-03-31

Filed2026-04-24

WMB

Williams Companies Inc

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

XLI

State Street Industrial Select Sector SPDR ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

GE Aerospace Common

452.45%

Shares790

Event2026-03-31

Filed2026-04-24

AMGN

Amgen Inc

0.00%

Shares630

Event2026-03-31

Filed2026-04-24

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

-12.21%

Shares3.9K

Event2026-03-31

Filed2026-04-24

BBAX

JP Morgan Betabuilders Developed Asia Pacific ex-Japan ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-24

VISA Inc

-77.49%

Shares731

Event2026-03-31

Filed2026-04-24

SBUX

Starbucks Corp

2.15%

Shares2.4K

Event2026-03-31

Filed2026-04-24

TXN

Texas Instruments

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AT&T Inc

74.53%

Shares7.1K

Event2026-03-31

Filed2026-04-24

TFC

Truist Financial Corp Common

3.06%

Shares4.4K

Event2026-03-31

Filed2026-04-24

IEF

IShares Barclays 7-10 Year Treasury Bond ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

NUV

Nuveen Municipal Value Fund

0.00%

Shares22.1K

Event2026-03-31

Filed2026-04-24

PANW

Palo Alto Networks Inc Common

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

EFV

IShares MSCI Value ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA Corp Common

39.98%

Shares1.1K

Event2026-03-31

Filed2026-04-24

Verizon Communications

3.14%

Shares3.8K

Event2026-03-31

Filed2026-04-24

Citigroup Inc

17.01%

Shares1.7K

Event2026-03-31

Filed2026-04-24

TJX

TJX Company Inc

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

BLK

Blackrock Inc Common

0.00%

Shares191

Event2026-03-31

Filed2026-04-24

Goldman Sachs Group Inc

54.29%

Shares216

Event2026-03-31

Filed2026-04-24

Chubb Ltd Common

7.09%

Shares544

Event2026-03-31

Filed2026-04-24

BDX

Becton Dickinson & Company

503.78%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AVGO

Broadcom LTD

25.28%

Shares565

Event2026-03-31

Filed2026-04-24

UNP

Union Pacific Inc

-16.80%

Shares703

Event2026-03-31

Filed2026-04-24

AMAT

Applied Materials Inc

-19.58%

Shares493

Event2026-03-31

Filed2026-04-24

HEDJ

WisdomTree Europe Hedged Equity ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

MDY

State Street SPDR S&P MidCap 400 ETF Trust

-19.71%

Shares273

Event2026-03-31

Filed2026-04-24

FTCS

First Trust Capital Strength ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

VDE

Vanguard Energy ETF

0.00%

Shares943

Event2026-03-31

Filed2026-04-24

FUL

H.B. Fuller Co. Common Stock

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

RTX

RTX Corp Common

8.54%

Shares839

Event2026-03-31

Filed2026-04-24

SPGP

Invesco S&P 500 GARP ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

VHT

Vanguard Health Care Index Fund ETF

-25.54%

Shares586

Event2026-03-31

Filed2026-04-24

Canadian Pacific Kansas City Limited Common

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

SMH

Vaneck Semiconductor ETF

0.00%

Shares410

Event2026-03-31

Filed2026-04-24

NDMO

Nuveen Dynamic Municipal Opportunities Fund

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-24

FLGB

Franklin Templeton FTSE United Kingdom ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

KMI

Kinder Morgan Inc

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-24

XLC

State Street Communication Services Select Sector SPDR ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

FLJP

Franklin Templeton FTSE Japan ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-24

MDLZ

Mondelez International Inc

-4.25%

Shares2.6K

Event2026-03-31

Filed2026-04-24

SCZ

IShares EAFE Small Cap ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

GEV

GE Vernova Inc Common

2012.50%

Shares169

Event2026-03-31

Filed2026-04-24

LLY

Eli Lilly & Co

0.00%

Shares158

Event2026-03-31

Filed2026-04-24

AGG

IShares Core US Aggregate Bond ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

RDVY

First Trust Nasdaq Rising Dividend Achievers ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

DRI

Darden Restaurants Inc Common

0.00%

Shares693

Event2026-03-31

Filed2026-04-24

ENB

Enbridge Inc Common

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

PFE

Pfizer Inc Common Stock

0.81%

Shares4.6K

Event2026-03-31

Filed2026-04-24

Royal Bank of Canada

0.00%

Shares800

Event2026-03-31

Filed2026-04-24

BCI

abrdn Bloomberg All Commodity Strategy K-1 Free ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-24

RGLD

Royal Gold Inc Common

1.00%

Shares505

Event2026-03-31

Filed2026-04-24

SCHA

Schwab US SmallCap ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

EZU

IShares MSCI Eurozone ETF

-0.20%

Shares2.0K

Event2026-03-31

Filed2026-04-24

RSP

Invesco S&P 500 Equal Weight ETF

0.00%

Shares651

Event2026-03-31

Filed2026-04-24

IYK

IShares US Consumer Goods

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

GILD

Gilead Sciences Inc

0.00%

Shares879

Event2026-03-31

Filed2026-04-24

Waste Management Inc

0.00%

Shares533

Event2026-03-31

Filed2026-04-24

RSPH

Invesco S&P 500 Equal Weight Health Care ETF

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-24

CEG

Constellation Energy Corp Common

0.00%

Shares424

Event2026-03-31

Filed2026-04-24

DUK

Duke Energy Holding Corp

-79.93%

Shares886

Event2026-03-31

Filed2026-04-24

GOOGL

Alphabet Inc Class A

19.63%

Shares384

Event2026-03-31

Filed2026-04-24

SOLV

Solventum Corp Common

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

MCHP

Microchip Tech Inc Common Stock

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

QUAL

IShares Edge MSCI USA Quality Factor ETF

714.29%

Shares570

Event2026-03-31

Filed2026-04-24

HON

Honeywell International Inc

-15.64%

Shares480

Event2026-03-31

Filed2026-04-24

SCHC

Schwab International SmallCap Equity ETF

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

NGG

National Grid Transco PLC Sponsored ADR

-28.25%

Shares1.3K

Event2026-03-31

Filed2026-04-24

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

Blackstone Group Inc Class A

0.00%

Shares922

Event2026-03-31

Filed2026-04-24

ITW

Illinois Tool Works Inc. Common Stock

0.00%

Shares405

Event2026-03-31

Filed2026-04-24

General Dynamics Corp

4.11%

Shares304

Event2026-03-31

Filed2026-04-24

TTE

TotalEnergies SE ADR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

LIN

Linde PLC Ordinary

0.00%

Shares208

Event2026-03-31

Filed2026-04-24

SCHD

Schwab US Dividend Equity ETF

-37.94%

Shares3.3K

Event2026-03-31

Filed2026-04-24

SLV

iShares Silver Trust

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

DVY

IShares Select Dividend ETF

0.00%

Shares675

Event2026-03-31

Filed2026-04-24

COP

Conocophillips Petroleum Co

71.24%

Shares774

Event2026-03-31

Filed2026-04-24

PNC

PNC Financial Services Group Inc

0.00%

Shares484

Event2026-03-31

Filed2026-04-24

GWW

WW Grainger Inc Common

0.00%

Shares91

Event2026-03-31

Filed2026-04-24

Broadridge Financial Solutions Inc

New

Shares600

Event2026-03-31

Filed2026-04-24

PSX

Phillips 66

17.67%

Shares526

Event2026-03-31

Filed2026-04-24

SHOP

Shopify Inc Class A Common

0.00%

Shares800

Event2026-03-31

Filed2026-04-24

BSX

Boston Scientific Corp Common Stock

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

JEPI

JPMorgan Equity Premium Income ETF

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-24

MDT

Medtronic PLC Com

6.40%

Shares1.1K

Event2026-03-31

Filed2026-04-24

HEI

HEICO Corp

19.57%

Shares330

Event2026-03-31

Filed2026-04-24

ADI

Analog Devices Inc Common

16.39%

Shares284

Event2026-03-31

Filed2026-04-24

Realty Income Corp

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

The Southern Co

0.00%

Shares896

Event2026-03-31

Filed2026-04-24

PPL

P P L Corp

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

MAIN

Main Street Capital Corp

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-24

DIS

Walt Disney Company Common Stock

0.00%

Shares883

Event2026-03-31

Filed2026-04-24

MOAT

Vaneck Vectors Morningstar Wide Moat ETF

-24.36%

Shares860

Event2026-03-31

Filed2026-04-24

WPM

Wheaton Precious Metals Corp Common

0.00%

Shares627

Event2026-03-31

Filed2026-04-24

GLW

Corning Inc. Common Stock

0.00%

Shares598

Event2026-03-31

Filed2026-04-24

AEP

American Electric Power Inc

0.00%

Shares619

Event2026-03-31

Filed2026-04-24

DGRO

IShares Core Dividend Growth ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

VDC

Vanguard Consumer Staples ETF

0.00%

Shares357

Event2026-03-31

Filed2026-04-24

TMO

Thermo Fisher Scientific Inc

0.00%

Shares161

Event2026-03-31

Filed2026-04-24

CMCSA

Comcast Corp Class A

3.32%

Shares2.7K

Event2026-03-31

Filed2026-04-24

ACN

Accenture PLC Ireland Class A

-1.74%

Shares396

Event2026-03-31

Filed2026-04-24

LOW

Lowes Companies Inc

8.14%

Shares332

Event2026-03-31

Filed2026-04-24

VIS

Vanguard Industrial ETF

0.00%

Shares250

Event2026-03-31

Filed2026-04-24

ADBE

Adobe Sys Inc Common

New

Shares311

Event2026-03-31

Filed2026-04-24

GBIL

Goldman Sachs Access Treasury 0-1 Year ETF

New

Shares754

Event2026-03-31

Filed2026-04-24

Deere & Company

0.00%

Shares133

Event2026-03-31

Filed2026-04-24

SHEL

Shell PLC ADR

0.00%

Shares800

Event2026-03-31

Filed2026-04-24

Tri-Continental Corp

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

IBB

IShares Biotechnology ETF

0.00%

Shares432

Event2026-03-31

Filed2026-04-24

URA

Global X Uranium ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

SCHE

Schwab Emerging Markets Equity ETF

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

Kroger Co

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

MAR

Marriott International Inc Class A

0.00%

Shares220

Event2026-03-31

Filed2026-04-24

SPGI

S&P Global Inc

11.26%

Shares168

Event2026-03-31

Filed2026-04-24

FLCA

Franklin Templeton FTSE Canada ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

HBAN

Huntington Bancshares Inc Common

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-24

GSK

GSK PLC ADR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

TLT

IShares Barclays 20 Plus Year Treasury Bond ETF

0.00%

Shares804

Event2026-03-31

Filed2026-04-24

ZTR

Virtus Total Return Fund Inc

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-24

Vanguard Small Cap ETF

0.00%

Shares260

Event2026-03-31

Filed2026-04-24

SPXX

Nuveen S&P 500 Dynamic Overwrite Fund

New

Shares4.2K

Event2026-03-31

Filed2026-04-24

LNT

Alliant Energy Corp

0.00%

Shares939

Event2026-03-31

Filed2026-04-24

BMO

Bank of Montreal

-83.38%

Shares489

Event2026-03-31

Filed2026-04-24

Altria Group

New

Shares999

Event2026-03-31

Filed2026-04-24

FirstEnergy Inc

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

NXP

Nuveen Select Tax-Free Income Portfolio

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

PLD

Prologis Inc Common

0.00%

Shares474

Event2026-03-31

Filed2026-04-24

XYL

Xylem Inc

0.00%

Shares523

Event2026-03-31

Filed2026-04-24

TRP

TC Energy Corp Common

0.00%

Shares982

Event2026-03-31

Filed2026-04-24

CGUS

Capital Group Core Equity ETF

New

Shares1.6K

Event2026-03-31

Filed2026-04-24

PFF

IShares Preferred and Income Securities ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

HIG

The Hartford Financial Services Grp

0.00%

Shares447

Event2026-03-31

Filed2026-04-24

EMR

Emerson Electric Co

0.00%

Shares460

Event2026-03-31

Filed2026-04-24

WEC

WEC Energy Group Inc

-87.18%

Shares520

Event2026-03-31

Filed2026-04-24

CMI

Cummins Inc

0.00%

Shares108

Event2026-03-31

Filed2026-04-24

CVS

CVS Health Corp

-1.23%

Shares801

Event2026-03-31

Filed2026-04-24

VYMI

Vanguard International High Dividend Yield Index Fund ETF

-58.18%

Shares608

Event2026-03-31

Filed2026-04-24

MET

Metlife Inc Common Stock

0.00%

Shares807

Event2026-03-31

Filed2026-04-24

CWB

State Street SPDR Bloomberg Convertible Securities ETF

-5.06%

Shares600

Event2026-03-31

Filed2026-04-24

SCHW

Charles Schwab Inc

0.00%

Shares577

Event2026-03-31

Filed2026-04-24

PGF

Invesco Financial Preferred ETF

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

ADX

Adams Diversified Equity Fund

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

SRE

Sempra Energy

0.00%

Shares533

Event2026-03-31

Filed2026-04-24

KBWB

Invesco KBW Bank ETF

0.00%

Shares648

Event2026-03-31

Filed2026-04-24

PGX

Invesco Preferred ETF

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-24

ROL

Rollins Inc

13.29%

Shares929

Event2026-03-31

Filed2026-04-24

AFL

Aflac Inc

0.00%

Shares446

Event2026-03-31

Filed2026-04-24

IGM

IShares North American Tech ETF

-10.72%

Shares383

Event2026-03-31

Filed2026-04-24

CCI

Crown Castle Inc

9.00%

Shares545

Event2026-03-31

Filed2026-04-24

BSV

Vanguard Bond Index Fund Short Term Bond ETF

-34.91%

Shares565

Event2026-03-31

Filed2026-04-24

MEDP

Medpace Holdings Inc Common

17.95%

Shares92

Event2026-03-31

Filed2026-04-24

WAT

Waters Corp Common

New

Shares148

Event2026-03-31

Filed2026-04-24

DLTR

Dollar Tree Inc Com

0.00%

Shares400

Event2026-03-31

Filed2026-04-24

LOPE

Grand Canyon Education Inc Common

16.36%

Shares256

Event2026-03-31

Filed2026-04-24

BBCA

JPMorgan BetaBuilders Canada ETF

0.00%

Shares459

Event2026-03-31

Filed2026-04-24

ROK

Rockwell Automation Inc

0.00%

Shares120

Event2026-03-31

Filed2026-04-24

GLD

SPDR Gold Trust ETF

-45.05%

Shares100

Event2026-03-31

Filed2026-04-24

ENSG

Ensign Group Inc Common

17.98%

Shares210

Event2026-03-31

Filed2026-04-24

EXC

Exelon Corp

0.00%

Shares863

Event2026-03-31

Filed2026-04-24

Weyerhaeuser Co

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

CTVA

Corteva Inc Common

113.68%

Shares500

Event2026-03-31

Filed2026-04-24

DHR

Danaher Corp

14.58%

Shares220

Event2026-03-31

Filed2026-04-24

AKRE

Akre Focus ETF

0.00%

Shares788

Event2026-03-31

Filed2026-04-24

LHX

L3Harris Technologies Inc

0.00%

Shares120

Event2026-03-31

Filed2026-04-24

HRL

Hormel Foods Corp

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

IRM

Iron Mountain Inc Common

0.00%

Shares400

Event2026-03-31

Filed2026-04-24

PRU

Prudential Financial Inc

0.00%

Shares418

Event2026-03-31

Filed2026-04-24

AWK

American Water Works Co Inc

-27.36%

Shares300

Event2026-03-31

Filed2026-04-24

TEL

TE Connectivity PLC

0.00%

Shares195

Event2026-03-31

Filed2026-04-24

PPA

Invesco Aerospace & Defense ETF

0.00%

Shares245

Event2026-03-31

Filed2026-04-24

MKC

McCormick & Co Inc Common Non Vtg

0.00%

Shares800

Event2026-03-31

Filed2026-04-24