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The Analysis of Beaird Harris Wealth Management, LLC's Holdings & P&L

Currently, Beaird Harris Wealth Management, LLC holds 686 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in DFGP (+204.7K shares, valued at $11.1M), VSDB (+134.0K shares, valued at $10.2M), AVLC (+83.4K shares, valued at $6.5M); decreased their positions in VTIP (-91.9K shares, valued at $4.6M), DFSD (-95.1K shares, valued at $4.6M), DFNM (-52.2K shares, valued at $2.5M); initiated new positions in VPLS (+54.1K shares, valued at $4.2M), VCRM (+26.2K shares, valued at $2.0M), VSDM (+25.6K shares, valued at $2.0M).

1M P&L

+20.9M+1.50%

3M P&L

+15.1M+1.09%

HY P&L

+117.2M+9.08%

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/A1.3B

95.1%

2Auto Manufacturers14.4M

1.1%

3Consumer Electronics7.2M

0.5%

Top Industries by Stock Count

1N/A219 stocks

33.6%

2Software - Application20 stocks

3.1%

3Semiconductors15 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFSD DIMENSIONAL ETF TRUST3.1M shares-2.97%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST3.2M shares0.19%2026-03-312026-05-14

AVLV AMERICAN CENTY ETF TR1.3M shares0.99%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS154.3K shares5.60%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR748.0K shares1.45%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST2.1M shares4.44%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST1.1M shares-1.95%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST1.2M shares-3.48%2026-03-312026-05-14

Sponsored

AVLC AMERICAN CENTY ETF TR744.8K shares12.62%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS742.0K shares1.77%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR572.8K shares-1.69%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS894.2K shares-0.45%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR426.7K shares-2.37%2026-03-312026-05-14

DFNM DIMENSIONAL ETF TRUST795.7K shares-6.15%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST529.5K shares-4.61%2026-03-312026-05-14

BITB BITWISE BITCOIN ETF TR934.2K shares21.52%2026-03-312026-05-14

Sponsored

DFGP DIMENSIONAL ETF TRUST632.7K shares47.84%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST484.9K shares-2.41%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS304.6K shares-23.17%2026-03-312026-05-14

VTI VANGUARD INDEX FDS39.8K shares6.35%2026-03-312026-05-14

IVV ISHARES TR19.5K shares-5.91%2026-03-312026-05-14

VSDB VANGUARD MALVERN FDS134.7K shares20057.93%2026-03-312026-05-14

VTES VANGUARD WELLINGTON FD98.9K shares-2.51%2026-03-312026-05-14

TSLA TESLA INC26.6K shares-14.71%2026-03-312026-05-14

Sponsored

VSS VANGUARD INTL EQUITY INDEX F67.8K shares-10.02%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST417.5K shares-20.01%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F127.1K shares-3.78%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST267.3K shares-2.27%2026-03-312026-05-14

AVIV AMERICAN CENTY ETF TR115.4K shares-3.91%2026-03-312026-05-14

AVMU AMERICAN CENTY ETF TR184.2K shares-1.15%2026-03-312026-05-14

AVSC AMERICAN CENTY ETF TR115.7K shares-3.94%2026-03-312026-05-14

AAPL APPLE INC25.9K shares-2.46%2026-03-312026-05-14

Sponsored

SCHC SCHWAB STRATEGIC TR134.2K shares-5.12%2026-03-312026-05-14

MSTR STRATEGY INC45.5K shares181.92%2026-03-312026-05-14

ISCF ISHARES TR128.9K shares-3.30%2026-03-312026-05-14

SCMB SCHWAB STRATEGIC TR192.5K shares-5.87%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T7.1K shares-15.18%2026-03-312026-05-14

NVDA NVIDIA CORPORATION24.8K shares-1.61%2026-03-312026-05-14

MUB ISHARES TR40.1K shares-2.38%2026-03-312026-05-14

VPLS VANGUARD MALVERN FDS54.1K sharesnew addition2026-03-312026-05-14

Sponsored

BSV VANGUARD BD INDEX FDS52.7K shares-18.57%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN66.3K shares0.70%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST54.0K shares0.00%2026-03-312026-05-14

PHYS SPROTT ASSET MANAGEMENT LP93.0K shares4.61%2026-03-312026-05-14

AVRE AMERICAN CENTY ETF TR69.4K shares-3.40%2026-03-312026-05-14

OKE ONEOK INC NEW31.6K shares0.01%2026-03-312026-05-14

PSLV SPROTT ASSET MANAGEMENT LP115.7K shares-30.86%2026-03-312026-05-14

VBR VANGUARD INDEX FDS12.3K shares-2.54%2026-03-312026-05-14

Sponsored

SHW SHERWIN WILLIAMS CO7.5K shares0.00%2026-03-312026-05-14

VTV VANGUARD INDEX FDS12.1K shares-3.20%2026-03-312026-05-14

MSFT MICROSOFT CORP6.0K shares-5.70%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC31.1K shares-1.27%2026-03-312026-05-14

VB VANGUARD INDEX FDS8.0K shares-2.19%2026-03-312026-05-14

BFAM BRIGHT HORIZONS FAM SOL IN D24.2K shares0.00%2026-03-312026-05-14

VCRM VANGUARD MUN BD FDS26.2K sharesnew addition2026-03-312026-05-14

VSDM VANGUARD MUN BD FDS25.6K sharesnew addition2026-03-312026-05-14

Sponsored

SUB ISHARES TR18.3K shares-2.60%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST49.7K shares0.19%2026-03-312026-05-14

VLUE ISHARES TR12.9K shares-2.79%2026-03-312026-05-14

FLOT ISHARES TR35.9K shares-7.57%2026-03-312026-05-14

GLD SPDR GOLD TR4.0K shares3.46%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS21.3K shares4.27%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS20.3K shares-27.94%2026-03-312026-05-14

XOM EXXON MOBIL CORP8.9K shares-38.98%2026-03-312026-05-14

Sponsored

IWF ISHARES TR3.4K shares-18.68%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS17.2K shares-5.56%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR22.5K shares25167.42%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS21.6K shares-4.23%2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.3K shares-7.41%2026-03-312026-05-14

AMZN AMAZON COM INC5.8K shares-8.23%2026-03-312026-05-14

DLS WISDOMTREE TR14.6K shares-9.24%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS13.3K shares-21.93%2026-03-312026-05-14

Sponsored

AGQ PROSHARES TR II9.7K shares-66.45%2026-03-312026-05-14

VOOV VANGUARD ADMIRAL FDS INC5.4K shares0.44%2026-03-312026-05-14

CVX CHEVRON CORPORATION5.1K shares0.10%2026-03-312026-05-14

VO VANGUARD INDEX FDS3.6K shares1.14%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR30.8K shares-4.71%2026-03-312026-05-14

METV LISTED FDS TR1.3K shares0.00%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR28.0K shares0.25%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO2.4K shares7.10%2026-03-312026-05-14

Sponsored

EFA ISHARES TR7.2K shares-3.09%2026-03-312026-05-14

IJS ISHARES TR5.8K shares-1.21%2026-03-312026-05-14

TXN TEXAS INSTRS INC3.4K shares-46.66%2026-03-312026-05-14

ABBV ABBVIE INC3.0K shares0.13%2026-03-312026-05-14

VOE VANGUARD INDEX FDS3.5K shares0.49%2026-03-312026-05-14

HD HOME DEPOT INC1.9K shares0.37%2026-03-312026-05-14

BSVO EA SERIES TRUST21.7K shares-46.48%2026-03-312026-05-14

WMT WALMART INC4.3K shares-4.36%2026-03-312026-05-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.6K shares-37.08%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.1K shares-13.13%2026-03-312026-05-14

ATO ATMOS ENERGY CORP2.8K shares0.00%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS10.2K shares0.00%2026-03-312026-05-14

SCZ ISHARES TR6.3K shares0.00%2026-03-312026-05-14

LNG CHENIERE ENERGY INC1.7K shares0.00%2026-03-312026-05-14

AVIG AMERICAN CENTY ETF TR11.9K shares-2.01%2026-03-312026-05-14

IGSB ISHARES TR9.2K shares0.05%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F8.9K shares-37.14%2026-03-312026-05-14

IYW ISHARES TR2.5K shares0.00%2026-03-312026-05-14

VBIL VANGUARD INSTL INDEX FD6.0K sharesnew addition2026-03-312026-05-14

T AT&T INC15.4K shares2.55%2026-03-312026-05-14

LLY ELI LILLY & CO483 shares-2.82%2026-03-312026-05-14

VIOV VANGUARD ADMIRAL FDS INC4.1K shares0.42%2026-03-312026-05-14

VIOG VANGUARD ADMIRAL FDS INC3.2K shares0.19%2026-03-312026-05-14

CAT CATERPILLAR INC555 shares-17.53%2026-03-312026-05-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-35.14%2026-03-312026-05-14

IWC ISHARES TR2.4K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC1.1K shares1.76%2026-03-312026-05-14

MCK MCKESSON CORP433 shares0.00%2026-03-312026-05-14

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE18.4K shares475.89%2026-03-312026-05-14

EFV ISHARES TR4.9K shares-10.37%2026-03-312026-05-14

DFAW DIMENSIONAL ETF TRUST4.6K shares7.11%2026-03-312026-05-14

SDY SPDR SERIES TRUST2.3K shares-17.34%2026-03-312026-05-14

Sponsored

DFSV DIMENSIONAL ETF TRUST9.6K shares0.33%2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC2.9K shares0.00%2026-03-312026-05-14

GBTC GRAYSCALE BITCOIN TRUST ETF5.5K shares-29.74%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR3.3K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS650 shares0.00%2026-03-312026-05-14

IEFA ISHARES TR3.1K shares2.92%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS3.3K shares0.70%2026-03-312026-05-14

F FORD MTR CO22.1K shares0.00%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-4.64%2026-03-312026-05-14

IWD ISHARES TR1.1K shares-0.17%2026-03-312026-05-14

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-05-14

STIP ISHARES TR2.3K shares-0.04%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION236 shares-56.05%2026-03-312026-05-14

KO COCA COLA CO3.0K shares23.64%2026-03-312026-05-14

EMR EMERSON ELEC CO1.7K shares0.18%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-05-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares-11.25%2026-03-312026-05-14

GLW CORNING INC1.6K shares-3.81%2026-03-312026-05-14

DE DEERE & CO379 shares-1.81%2026-03-312026-05-14

OMC OMNICOM GROUP INC2.7K shares0.00%2026-03-312026-05-14

AVGE AMERICAN CENTY ETF TR2.3K shares9.69%2026-03-312026-05-14

COP CONOCOPHILLIPS1.5K shares-9.73%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-05-14

SLV ISHARES SILVER TR2.8K shares-6.24%2026-03-312026-05-14

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IWV ISHARES TR504 shares0.00%2026-03-312026-05-14

IWB ISHARES TR496 shares0.00%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC3.5K shares-12.48%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC736 shares3.95%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40281 shares-52.21%2026-03-312026-05-14

GRBK GREEN BRICK PARTNERS INC2.5K shares0.00%2026-03-312026-05-14

WFC WELLS FARGO & CO2.0K shares66.53%2026-03-312026-05-14

Sponsored

AVSF AMERICAN CENTY ETF TR3.4K shares-6.20%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF4.1K shares12.96%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC959 shares55.18%2026-03-312026-05-14

VV VANGUARD INDEX FDS526 shares16.89%2026-03-312026-05-14

IJR ISHARES TR1.3K shares-4.55%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC527 shares-2.04%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP558 shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO1.0K shares-5.20%2026-03-312026-05-14

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2026-03-312026-05-14

BA BOEING CO730 shares-12.05%2026-03-312026-05-14

DISV DIMENSIONAL ETF TRUST3.6K shares32.04%2026-03-312026-05-14

MMM 3M CO984 shares-9.31%2026-03-312026-05-14

RTX RTX CORPORATION716 shares-78.71%2026-03-312026-05-14

NEE NEXTERA ENERGY INC1.5K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 66739 shares0.00%2026-03-312026-05-14

RLI RLI CORP2.4K shares0.00%2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.1.4K shares60.76%2026-03-312026-05-14

PEP PEPSICO INC846 shares0.83%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS881 shares-7.85%2026-03-312026-05-14

BITWISE XRP ETF BITWISE XRP ETF8.6K shares8.61%2026-03-312026-05-14

MCD MCDONALDS CORP415 shares0.24%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO426 shares1.43%2026-03-312026-05-14

MTUM ISHARES TR525 shares0.00%2026-03-312026-05-14

IVW ISHARES TR1.1K shares-33.05%2026-03-312026-05-14

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ARTY ISHARES TR2.7K shares0.00%2026-03-312026-05-14

OGE OGE ENERGY CORP2.6K shares0.00%2026-03-312026-05-14

OMFL INVESCO EXCH TRD SLF IDX FD2.1K shares0.00%2026-03-312026-05-14

IMTM ISHARES TR2.5K shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC124 shares-32.97%2026-03-312026-05-14

ENB ENBRIDGE INC2.2K shares58.93%2026-03-312026-05-14

CELESTICA INC CELESTICA INC401 shares0.00%2026-03-312026-05-14

OVL LISTED FDS TR2.2K shares0.00%2026-03-312026-05-14

Sponsored

ONDS ONDAS INC12.3K shares-55.05%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC225 shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP2.3K shares0.00%2026-03-312026-05-14

PFE PFIZER INC3.9K shares-11.09%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC316 shares0.00%2026-03-312026-05-14

SBUX STARBUCKS CORP1.2K shares0.00%2026-03-312026-05-14

CSX CSX CORP2.6K shares5.35%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN667 shares0.00%2026-03-312026-05-14

Sponsored

GSIE GOLDMAN SACHS ETF TR2.4K shares0.00%2026-03-312026-05-14

QUAL ISHARES TR541 shares0.00%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC283 shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW630 shares0.00%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO1.2K shares0.25%2026-03-312026-05-14

AGG ISHARES TR988 shares-38.02%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO1.6K shares-8.35%2026-03-312026-05-14

DVY ISHARES TR642 shares0.00%2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC450 shares-1.96%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW690 shares-16.87%2026-03-312026-05-14

ETH GRAYSCALE ETHEREUM STAKING4.5K shares0.00%2026-03-312026-05-14

QTUM ETF SER SOLUTIONS835 shares-19.32%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY1.1K shares0.00%2026-03-312026-05-14

DHR DANAHER CORP DEL452 shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC96 shares0.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC247 shares154.64%2026-03-312026-05-14

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SPYM SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-14

IEMG ISHARES INC1.2K shares-23.75%2026-03-312026-05-14

CRM SALESFORCE INC428 shares-1.83%2026-03-312026-05-14

SHV ISHARES TR723 shares0.00%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR2.5K shares0.00%2026-03-312026-05-14

QRVO QORVO INC1.0K shares0.00%2026-03-312026-05-14

STRK STRATEGY INC1.1K shares-82.83%2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW1.5K shares0.00%2026-03-312026-05-14

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ABT ABBOTT LABORATORIES714 shares0.00%2026-03-312026-05-14

V VISA INC240 shares0.00%2026-03-312026-05-14

QUS SPDR SERIES TRUST418 shares0.00%2026-03-312026-05-14

EFAV ISHARES TR782 shares0.00%2026-03-312026-05-14

EVRG EVERGY INC872 shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC588 shares-29.33%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP330 shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP INC1.1K shares0.00%2026-03-312026-05-14

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USB US BANCORP1.3K shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC594 shares-20.69%2026-03-312026-05-14

IJH ISHARES TR987 shares-2.95%2026-03-312026-05-14

CSCO CISCO SYS INC857 shares0.00%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC645 shares0.00%2026-03-312026-05-14

OPEN OPENDOOR TECHNOLOGIES INC13.5K shares92.86%2026-03-312026-05-14

NI NISOURCE INC1.3K shares0.00%2026-03-312026-05-14

QQQE DIREXION SHARES ETF TRUST624 shares0.00%2026-03-312026-05-14

Sponsored

GLDM WORLD GOLD TR662 shares0.00%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL1.8K shares0.00%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP219 shares0.46%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC372 shares0.00%2026-03-312026-05-14

ES EVERSOURCE ENERGY850 shares0.00%2026-03-312026-05-14

IQDG WISDOMTREE TR1.4K shares0.00%2026-03-312026-05-14

MELI MERCADOLIBRE INC33 shares0.00%2026-03-312026-05-14

VGT VANGUARD WORLD FD80 shares0.00%2026-03-312026-05-14

Sponsored

SCHG SCHWAB STRATEGIC TR1.9K shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC267 shares-65.19%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR93 shares0.00%2026-03-312026-05-14

EWX SPDR INDEX SHS FDS801 shares0.00%2026-03-312026-05-14

NRG NRG ENERGY INC352 shares0.00%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST1.5K shares12.57%2026-03-312026-05-14

KLAC KLA CORP34 shares0.00%2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC9.9K shares1587.03%2026-03-312026-05-14

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GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET1.6K shares-3.92%2026-03-312026-05-14

GM GENERAL MTRS CO655 shares0.00%2026-03-312026-05-14

LYB LYONDELLBASELL INDUSTRIES NV594 shares5.13%2026-03-312026-05-14

HII HUNTINGTON INGALLS INDS INC125 sharesnew addition2026-03-312026-05-14

TGT TARGET CORP390 shares0.00%2026-03-312026-05-14

SNDA SONIDA SENIOR LIVING INC1.4K sharesnew addition2026-03-312026-05-14

SLVR SPROTT FDS TR780 sharesnew addition2026-03-312026-05-14

NOBL PROSHARES TR427 shares0.00%2026-03-312026-05-14

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VFQY VANGUARD WELLINGTON FD302 shares0.00%2026-03-312026-05-14

TSN TYSON FOODS INC703 shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS209 shares-27.43%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS946 shares0.00%2026-03-312026-05-14

MLPA GLOBAL X FDS821 shares0.00%2026-03-312026-05-14

XRPR ETF OPPORTUNITIES TRUST4.0K shares0.00%2026-03-312026-05-14

HSY HERSHEY CO211 shares0.00%2026-03-312026-05-14

SO SOUTHERN CO453 shares0.00%2026-03-312026-05-14

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FPX FIRST TR EXCHANGE-TRADED FD274 shares0.00%2026-03-312026-05-14

DOW DOW HLDGS INC1.0K shares0.00%2026-03-312026-05-14

IDU ISHARES TR370 shares0.00%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC483 shares0.00%2026-03-312026-05-14

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YUM YUM BRANDS INC261 shares0.00%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L1.1K shares-32.09%2026-03-312026-05-14

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Sponsored

JGRO J P MORGAN EXCHANGE TRADED F466 shares0.00%2026-03-312026-05-14

CWT CALIFORNIA WTR SVC GROUP846 shares0.00%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A79 shares0.00%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP403 shares0.00%2026-03-312026-05-14

VFC V F CORP2.2K shares0.00%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC136 shares-3.55%2026-03-312026-05-14

TYL TYLER TECHNOLOGIES INC107 shares0.00%2026-03-312026-05-14

BEN FRANKLIN RESOURCES INC1.6K shares0.00%2026-03-312026-05-14

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NKE NIKE INC691 shares0.00%2026-03-312026-05-14

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC508 shares0.00%2026-03-312026-05-14

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USMV ISHARES TR373 shares0.00%2026-03-312026-05-14

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AEP AMERICAN ELEC PWR CO INC259 shares-55.65%2026-03-312026-05-14

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Sponsored

WMB WILLIAMS COS INC455 shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED66 shares0.00%2026-03-312026-05-14

KGC KINROSS GOLD CORP1.1K shares0.00%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS697 shares1.16%2026-03-312026-05-14

CMI CUMMINS INC59 shares0.00%2026-03-312026-05-14

ETHE GRAYSCALE ETHEREUM STAKING E1.8K shares0.00%2026-03-312026-05-14

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DIGITALBRIDGE GROUP INC DIGITALBRIDGE GROUP INC2.0K shares0.05%2026-03-312026-05-14

Sponsored

IDV ISHARES TR699 shares-14.65%2026-03-312026-05-14

SAP SAP SE170 shares0.00%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP48 shares0.00%2026-03-312026-05-14

AG FIRST MAJESTIC SILVER CORP1.3K shares0.00%2026-03-312026-05-14

LDOS LEIDOS HOLDINGS INC180 shares0.00%2026-03-312026-05-14

KHC KRAFT HEINZ CO1.2K shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO277 shares9.49%2026-03-312026-05-14

BRO BROWN & BROWN INC399 shares0.00%2026-03-312026-05-14

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ET ENERGY TRANSFER L P1.3K shares0.00%2026-03-312026-05-14

IWP ISHARES TR198 shares0.00%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD120 shares0.00%2026-03-312026-05-14

IWM ISHARES TR97 shares-86.02%2026-03-312026-05-14

DBEF DBX ETF TR486 shares0.00%2026-03-312026-05-14

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SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC1.0K shares0.00%2026-03-312026-05-14

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GAB GABELLI EQUITY TR INC3.9K shares0.00%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR148 shares0.00%2026-03-312026-05-14

LQD ISHARES TR198 shares0.00%2026-03-312026-05-14

CBXJ CALAMOS ETF TR1.0K shares-10.66%2026-03-312026-05-14

BIZD VANECK ETF TRUST1.6K shares9.80%2026-03-312026-05-14

Sponsored

HHH HOWARD HUGHES HOLDINGS INC318 shares0.00%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR828 shares0.00%2026-03-312026-05-14

IWN ISHARES TR100 shares0.00%2026-03-312026-05-14

NUTX NUTEX HEALTH INC200 shares0.00%2026-03-312026-05-14

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF425 shares0.00%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR750 shares0.00%2026-03-312026-05-14

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PWB INVESCO EXCHANGE TRADED FD T147 shares-59.39%2026-03-312026-05-14

Sponsored

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF1.6K shares4.58%2026-03-312026-05-14

IXUS ISHARES TR208 shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC53 shares0.00%2026-03-312026-05-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC376 shares0.00%2026-03-312026-05-14

RIVN RIVIAN AUTOMOTIVE INC1.1K shares21.53%2026-03-312026-05-14

LUV SOUTHWEST AIRLS CO449 shares12.53%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS177 shares0.00%2026-03-312026-05-14

NEO NEOGENOMICS INC2.2K shares0.00%2026-03-312026-05-14

Sponsored

ETHW BITWISE ETHEREUM ETF1.1K shares0.00%2026-03-312026-05-14

IJK ISHARES TR159 shares0.00%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR518 shares18.00%2026-03-312026-05-14

HIMS HIMS & HERS HEALTH INC760 shares0.00%2026-03-312026-05-14

CGIE CAPITAL GROUP INTERNATIONAL457 shares0.00%2026-03-312026-05-14

RIOT RIOT PLATFORMS INC1.3K shares0.00%2026-03-312026-05-14

CTRA COTERRA ENERGY INC436 shares-32.30%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC37 shares0.00%2026-03-312026-05-14

Sponsored

SA SEABRIDGE GOLD INC524 shares0.00%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II62 shares-4.62%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC33 shares0.00%2026-03-312026-05-14

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IONQ IONQ INC506 shares1.20%2026-03-312026-05-14

HON HONEYWELL INTL INC64 shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE50 shares0.00%2026-03-312026-05-14

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Sponsored

FNV FRANCO NEV CORP57 shares0.00%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS234 shares-72.18%2026-03-312026-05-14

LINDE PLC LINDE PLC28 shares0.00%2026-03-312026-05-14

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VLTO VERALTO CORP153 shares0.00%2026-03-312026-05-14

EEM ISHARES TR229 shares0.00%2026-03-312026-05-14

VBK VANGUARD INDEX FDS41 shares0.00%2026-03-312026-05-14

NVS NOVARTIS AG78 shares0.00%2026-03-312026-05-14

Sponsored

BP BP PLC248 shares0.00%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP64 shares-8.57%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC160 shares0.00%2026-03-312026-05-14

IGIB ISHARES TR208 shares-88.19%2026-03-312026-05-14

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ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN500 shares0.00%2026-03-312026-05-14

VVR INVESCO SR INCOME TR3.2K shares0.00%2026-03-312026-05-14

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FDVV FIDELITY COVINGTON TRUST184 shares0.00%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC176 shares0.00%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW140 shares0.00%2026-03-312026-05-14

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DAL DELTA AIR LINES INC149 shares223.91%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY34 shares0.00%2026-03-312026-05-14

KIM KIMCO REALTY CORP432 shares0.00%2026-03-312026-05-14

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Sponsored

ISRG INTUITIVE SURGICAL INC20 shares0.00%2026-03-312026-05-14

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AJG GALLAGHER ARTHUR J & CO42 shares-43.24%2026-03-312026-05-14

UMC UNITED MICROELECTRONICS CORP1.0K shares0.00%2026-03-312026-05-14

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DHI D R HORTON INC64 shares1500.00%2026-03-312026-05-14

BITWISE FUNDS TRUST BITWISE FUNDS TRUST835 shares14.86%2026-03-312026-05-14

Sponsored

SPGI S&P GLOBAL INC20 shares0.00%2026-03-312026-05-14

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CEG CONSTELLATION ENERGY CORP26 shares0.00%2026-03-312026-05-14

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Sponsored

BNDX VANGUARD CHARLOTTE FDS148 shares0.00%2026-03-312026-05-14

PDO PIMCO DYNAMIC INCOME OPRNTS547 sharesnew addition2026-03-312026-05-14

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Sponsored

POST POST HLDGS INC65 shares0.00%2026-03-312026-05-14

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THW ABRDN WORLD HEALTHCARE FUND537 sharesnew addition2026-03-312026-05-14

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GILD GILEAD SCIENCES INC42 shares0.00%2026-03-312026-05-14

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Sponsored

PTY PIMCO CORPORATE & INCOME OPP475 sharesnew addition2026-03-312026-05-14

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NOW SERVICENOW INC50 shares0.00%2026-03-312026-05-14

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Sponsored

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MDXG MIMEDX GROUP INC1.3K shares0.00%2026-03-312026-05-14

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Sponsored

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VT VANGUARD INTL EQUITY INDEX F34 shares0.00%2026-03-312026-05-14

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ROST ROSS STORES INC21 shares0.00%2026-03-312026-05-14

GOF GUGGENHEIM STRATEGIC OPPORTU412 sharesnew addition2026-03-312026-05-14

Sponsored

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BCX BLACKROCK RES & COMMODITIES364 sharesnew addition2026-03-312026-05-14

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Sponsored

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SHOP SHOPIFY INC34 shares0.00%2026-03-312026-05-14

DMLP DORCHESTER MINERALS L P150 shares0.00%2026-03-312026-05-14

RVMD REVOLUTION MEDICINES INC41 shares0.00%2026-03-312026-05-14

ROL ROLLINS INC72 shares0.00%2026-03-312026-05-14

DES WISDOMTREE TR107 shares0.00%2026-03-312026-05-14

D DOMINION ENERGY INC62 shares0.00%2026-03-312026-05-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD227 shares2.25%2026-03-312026-05-14

Sponsored

VST VISTRA CORP24 shares0.00%2026-03-312026-05-14

AON PLC AON PLC11 shares0.00%2026-03-312026-05-14

WELL WELLTOWER INC18 shares0.00%2026-03-312026-05-14

IDXX IDEXX LABS INC6 shares0.00%2026-03-312026-05-14

AZO AUTOZONE INC1 shares0.00%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC8 shares0.00%2026-03-312026-05-14

PGR PROGRESSIVE CORP17 shares0.00%2026-03-312026-05-14

USA LIBERTY ALL STAR EQUITY FD606 sharesnew addition2026-03-312026-05-14

Sponsored

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SMFG SUMITOMO MITSUI FIN GRP INC164 shares0.00%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW124 shares0.00%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC54 shares0.00%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC15 shares0.00%2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC52 shares0.00%2026-03-312026-05-14

Sponsored

ALL ALLSTATE CORP15 shares0.00%2026-03-312026-05-14

MT ARCELORMITTAL SA LUXEMBOURG60 shares0.00%2026-03-312026-05-14

RB GLOBAL INC RB GLOBAL INC32 shares0.00%2026-03-312026-05-14

RELX RELX PLC90 shares0.00%2026-03-312026-05-14

TFC TRUIST FINL CORP63 shares0.00%2026-03-312026-05-14

MEDP MEDPACE HLDGS INC6 shares0.00%2026-03-312026-05-14

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ENSG ENSIGN GROUP INC14 shares0.00%2026-03-312026-05-14

Sponsored

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV188 shares0.00%2026-03-312026-05-14

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LOPE GRAND CANYON ED INC15 shares0.00%2026-03-312026-05-14

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Sponsored

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CCD CALAMOS DYNAMIC CONV & INCOM118 sharesnew addition2026-03-312026-05-14

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PFFA ETFIS SER TR I123 sharesnew addition2026-03-312026-05-14

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RGA REINSURANCE GROUP AMER INC12 shares0.00%2026-03-312026-05-14

XEL XCEL ENERGY INC30 shares0.00%2026-03-312026-05-14

SLRC SLR INVESTMENT CORP163 sharesnew addition2026-03-312026-05-14

Sponsored

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EBAY EBAY INC.25 shares0.00%2026-03-312026-05-14

PUK PRUDENTIAL PLC80 shares0.00%2026-03-312026-05-14

AGNC AGNC INVT CORP225 sharesnew addition2026-03-312026-05-14

MARA MARA HOLDINGS INC274 shares0.00%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR102 shares0.00%2026-03-312026-05-14

CCEP COCA-COLA EUROPACIFIC PARTNE24 shares0.00%2026-03-312026-05-14

RYAAY RYANAIR HOLDINGS PLC37 shares-40.32%2026-03-312026-05-14

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RQI COHEN & STEERS QUALITY INCOM176 sharesnew addition2026-03-312026-05-14

AMG AFFILIATED MANAGERS GROUP8 shares0.00%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC11 shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC5 shares0.00%2026-03-312026-05-14

NEM NEWMONT CORP19 shares0.00%2026-03-312026-05-14

SEIC SEI INVTS CO26 shares0.00%2026-03-312026-05-14

FTAI AVIATION LTD FTAI AVIATION LTD8 shares0.00%2026-03-312026-05-14

Sponsored

ADBE ADOBE INC8 shares0.00%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V10 shares-58.33%2026-03-312026-05-14

RNP COHEN & STEERS REIT & PFD &98 sharesnew addition2026-03-312026-05-14

MFG MIZUHO FINANCIAL GROUP INC242 shares-32.96%2026-03-312026-05-14

DFSD

DIMENSIONAL ETF TRUST

-2.97%

Shares3.1M

Event2026-03-31

Filed2026-05-14

DFCF

DIMENSIONAL ETF TRUST

0.19%

Shares3.2M

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

0.99%

Shares1.3M

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

5.60%

Shares154.3K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

1.45%

Shares748.0K

Event2026-03-31

Filed2026-05-14

DUHP

DIMENSIONAL ETF TRUST

4.44%

Shares2.1M

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

-1.95%

Shares1.1M

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

-3.48%

Shares1.2M

Event2026-03-31

Filed2026-05-14

AVLC

AMERICAN CENTY ETF TR

12.62%

Shares744.8K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

1.77%

Shares742.0K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

-1.69%

Shares572.8K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

-0.45%

Shares894.2K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

-2.37%

Shares426.7K

Event2026-03-31

Filed2026-05-14

DFNM

DIMENSIONAL ETF TRUST

-6.15%

Shares795.7K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

-4.61%

Shares529.5K

Event2026-03-31

Filed2026-05-14

BITB

BITWISE BITCOIN ETF TR

21.52%

Shares934.2K

Event2026-03-31

Filed2026-05-14

DFGP

DIMENSIONAL ETF TRUST

47.84%

Shares632.7K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

-2.41%

Shares484.9K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

-23.17%

Shares304.6K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

6.35%

Shares39.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-5.91%

Shares19.5K

Event2026-03-31

Filed2026-05-14

VSDB

VANGUARD MALVERN FDS

20057.93%

Shares134.7K

Event2026-03-31

Filed2026-05-14

VTES

VANGUARD WELLINGTON FD

-2.51%

Shares98.9K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-14.71%

Shares26.6K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-10.02%

Shares67.8K

Event2026-03-31

Filed2026-05-14

DFAR

DIMENSIONAL ETF TRUST

-20.01%

Shares417.5K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

-3.78%

Shares127.1K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

-2.27%

Shares267.3K

Event2026-03-31

Filed2026-05-14

AVIV

AMERICAN CENTY ETF TR

-3.91%

Shares115.4K

Event2026-03-31

Filed2026-05-14

AVMU

AMERICAN CENTY ETF TR

-1.15%

Shares184.2K

Event2026-03-31

Filed2026-05-14

AVSC

AMERICAN CENTY ETF TR

-3.94%

Shares115.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-2.46%

Shares25.9K

Event2026-03-31

Filed2026-05-14

SCHC

SCHWAB STRATEGIC TR

-5.12%

Shares134.2K

Event2026-03-31

Filed2026-05-14

MSTR

STRATEGY INC

181.92%

Shares45.5K

Event2026-03-31

Filed2026-05-14

ISCF

ISHARES TR

-3.30%

Shares128.9K

Event2026-03-31

Filed2026-05-14

SCMB

SCHWAB STRATEGIC TR

-5.87%

Shares192.5K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-15.18%

Shares7.1K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-1.61%

Shares24.8K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

-2.38%

Shares40.1K

Event2026-03-31

Filed2026-05-14

VPLS

VANGUARD MALVERN FDS

New

Shares54.1K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

-18.57%

Shares52.7K

Event2026-03-31

Filed2026-05-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.70%

Shares66.3K

Event2026-03-31

Filed2026-05-14

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares54.0K

Event2026-03-31

Filed2026-05-14

PHYS

SPROTT ASSET MANAGEMENT LP

4.61%

Shares93.0K

Event2026-03-31

Filed2026-05-14

AVRE

AMERICAN CENTY ETF TR

-3.40%

Shares69.4K

Event2026-03-31

Filed2026-05-14

OKE

ONEOK INC NEW

0.01%

Shares31.6K

Event2026-03-31

Filed2026-05-14

PSLV

SPROTT ASSET MANAGEMENT LP

-30.86%

Shares115.7K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

-2.54%

Shares12.3K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-3.20%

Shares12.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-5.70%

Shares6.0K

Event2026-03-31

Filed2026-05-14

HOOD

ROBINHOOD MKTS INC

-1.27%

Shares31.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-2.19%

Shares8.0K

Event2026-03-31

Filed2026-05-14

BFAM

BRIGHT HORIZONS FAM SOL IN D

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-14

VCRM

VANGUARD MUN BD FDS

New

Shares26.2K

Event2026-03-31

Filed2026-05-14

VSDM

VANGUARD MUN BD FDS

New

Shares25.6K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

-2.60%

Shares18.3K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

0.19%

Shares49.7K

Event2026-03-31

Filed2026-05-14

VLUE

ISHARES TR

-2.79%

Shares12.9K

Event2026-03-31

Filed2026-05-14

FLOT

ISHARES TR

-7.57%

Shares35.9K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

3.46%

Shares4.0K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

4.27%

Shares21.3K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

-27.94%

Shares20.3K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-38.98%

Shares8.9K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-18.68%

Shares3.4K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

-5.56%

Shares17.2K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

25167.42%

Shares22.5K

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

-4.23%

Shares21.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-7.41%

Shares4.3K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-8.23%

Shares5.8K

Event2026-03-31

Filed2026-05-14

DLS

WISDOMTREE TR

-9.24%

Shares14.6K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-21.93%

Shares13.3K

Event2026-03-31

Filed2026-05-14

AGQ

PROSHARES TR II

-66.45%

Shares9.7K

Event2026-03-31

Filed2026-05-14

VOOV

VANGUARD ADMIRAL FDS INC

0.44%

Shares5.4K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

0.10%

Shares5.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

1.14%

Shares3.6K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

-4.71%

Shares30.8K

Event2026-03-31

Filed2026-05-14

METV

LISTED FDS TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

0.25%

Shares28.0K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

7.10%

Shares2.4K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-3.09%

Shares7.2K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

-1.21%

Shares5.8K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-46.66%

Shares3.4K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.13%

Shares3.0K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

0.49%

Shares3.5K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

0.37%

Shares1.9K

Event2026-03-31

Filed2026-05-14

BSVO

EA SERIES TRUST

-46.48%

Shares21.7K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-4.36%

Shares4.3K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-37.08%

Shares3.6K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-13.13%

Shares2.1K

Event2026-03-31

Filed2026-05-14

ATO

ATMOS ENERGY CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

AVIG

AMERICAN CENTY ETF TR

-2.01%

Shares11.9K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

0.05%

Shares9.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-37.14%

Shares8.9K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

VBIL

VANGUARD INSTL INDEX FD

New

Shares6.0K

Event2026-03-31

Filed2026-05-14

AT&T INC

2.55%

Shares15.4K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-2.82%

Shares483

Event2026-03-31

Filed2026-05-14

VIOV

VANGUARD ADMIRAL FDS INC

0.42%

Shares4.1K

Event2026-03-31

Filed2026-05-14

VIOG

VANGUARD ADMIRAL FDS INC

0.19%

Shares3.2K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-17.53%

Shares555

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-35.14%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IWC

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

1.76%

Shares1.1K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

0.00%

Shares433

Event2026-03-31

Filed2026-05-14

BITMINE IMMERSION TECNOLOGIE

475.89%

Shares18.4K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-10.37%

Shares4.9K

Event2026-03-31

Filed2026-05-14

DFAW

DIMENSIONAL ETF TRUST

7.11%

Shares4.6K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-17.34%

Shares2.3K

Event2026-03-31

Filed2026-05-14

DFSV

DIMENSIONAL ETF TRUST

0.33%

Shares9.6K

Event2026-03-31

Filed2026-05-14

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

GBTC

GRAYSCALE BITCOIN TRUST ETF

-29.74%

Shares5.5K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

0.00%

Shares650

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

2.92%

Shares3.1K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

0.70%

Shares3.3K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-4.64%

Shares1.0K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-0.17%

Shares1.1K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-56.05%

Shares236

Event2026-03-31

Filed2026-05-14

COCA COLA CO

23.64%

Shares3.0K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.18%

Shares1.7K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

-11.25%

Shares1.1K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

-3.81%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DEERE & CO

-1.81%

Shares379

Event2026-03-31

Filed2026-05-14

OMC

OMNICOM GROUP INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

AVGE

AMERICAN CENTY ETF TR

9.69%

Shares2.3K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-9.73%

Shares1.5K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

-6.24%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

0.00%

Shares504

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

0.00%

Shares496

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-12.48%

Shares3.5K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

3.95%

Shares736

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-52.21%

Shares281

Event2026-03-31

Filed2026-05-14

GRBK

GREEN BRICK PARTNERS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

66.53%

Shares2.0K

Event2026-03-31

Filed2026-05-14

AVSF

AMERICAN CENTY ETF TR

-6.20%

Shares3.4K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

12.96%

Shares4.1K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

55.18%

Shares959

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

16.89%

Shares526

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-4.55%

Shares1.3K

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

-2.04%

Shares527

Event2026-03-31

Filed2026-05-14

THE CIGNA GROUP

0.00%

Shares558

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-5.20%

Shares1.0K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

BOEING CO

-12.05%

Shares730

Event2026-03-31

Filed2026-05-14

DISV

DIMENSIONAL ETF TRUST

32.04%

Shares3.6K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

-9.31%

Shares984

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-78.71%

Shares716

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

0.00%

Shares739

Event2026-03-31

Filed2026-05-14

RLI

RLI CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

60.76%

Shares1.4K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.83%

Shares846

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

-7.85%

Shares881

Event2026-03-31

Filed2026-05-14

BITWISE XRP ETF

8.61%

Shares8.6K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.24%

Shares415

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

1.43%

Shares426

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

0.00%

Shares525

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-33.05%

Shares1.1K

Event2026-03-31

Filed2026-05-14

ARTY

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

OGE

OGE ENERGY CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

OMFL

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

IMTM

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

-32.97%

Shares124

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

58.93%

Shares2.2K

Event2026-03-31

Filed2026-05-14

CELESTICA INC

0.00%

Shares401

Event2026-03-31

Filed2026-05-14

OVL

LISTED FDS TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ONDS

ONDAS INC

-55.05%

Shares12.3K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares225

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-11.09%

Shares3.9K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares316

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

5.35%

Shares2.6K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares667

Event2026-03-31

Filed2026-05-14

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

0.00%

Shares541

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

0.00%

Shares283

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

0.00%

Shares630

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

0.25%

Shares1.2K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-38.02%

Shares988

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

-8.35%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.00%

Shares642

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

-1.96%

Shares450

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

-16.87%

Shares690

Event2026-03-31

Filed2026-05-14

ETH

GRAYSCALE ETHEREUM STAKING

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

QTUM

ETF SER SOLUTIONS

-19.32%

Shares835

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

0.00%

Shares452

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares96

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

154.64%

Shares247

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-23.75%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-1.83%

Shares428

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

0.00%

Shares723

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

QRVO

QORVO INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

STRK

STRATEGY INC

-82.83%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DVN

DEVON ENERGY CORP NEW

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

0.00%

Shares714

Event2026-03-31

Filed2026-05-14

VISA INC

0.00%

Shares240

Event2026-03-31

Filed2026-05-14

QUS

SPDR SERIES TRUST

0.00%

Shares418

Event2026-03-31

Filed2026-05-14

EFAV

ISHARES TR

0.00%

Shares782

Event2026-03-31

Filed2026-05-14

EVRG

EVERGY INC

0.00%

Shares872

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-29.33%

Shares588

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

0.00%

Shares330

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-20.69%

Shares594

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-2.95%

Shares987

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

0.00%

Shares857

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

0.00%

Shares645

Event2026-03-31

Filed2026-05-14

OPEN

OPENDOOR TECHNOLOGIES INC

92.86%

Shares13.5K

Event2026-03-31

Filed2026-05-14

NISOURCE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

QQQE

DIREXION SHARES ETF TRUST

0.00%

Shares624

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

0.00%

Shares662

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

RCL

ROYAL CARIBBEAN GROUP

0.46%

Shares219

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

0.00%

Shares372

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

0.00%

Shares850

Event2026-03-31

Filed2026-05-14

IQDG

WISDOMTREE TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

0.00%

Shares33

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.00%

Shares80

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-65.19%

Shares267

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

0.00%

Shares93

Event2026-03-31

Filed2026-05-14

EWX

SPDR INDEX SHS FDS

0.00%

Shares801

Event2026-03-31

Filed2026-05-14

NRG

NRG ENERGY INC

0.00%

Shares352

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

12.57%

Shares1.5K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

0.00%

Shares34

Event2026-03-31

Filed2026-05-14

LYG

LLOYDS BANKING GROUP PLC

1587.03%

Shares9.9K

Event2026-03-31

Filed2026-05-14

GRAYSCALE BITCOIN MINI TR ET

-3.92%

Shares1.6K

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

0.00%

Shares655

Event2026-03-31

Filed2026-05-14

LYB

LYONDELLBASELL INDUSTRIES NV

5.13%

Shares594

Event2026-03-31

Filed2026-05-14

HII

HUNTINGTON INGALLS INDS INC

New

Shares125

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

0.00%

Shares390

Event2026-03-31

Filed2026-05-14

SNDA

SONIDA SENIOR LIVING INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-14

SLVR

SPROTT FDS TR

New

Shares780

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

0.00%

Shares427

Event2026-03-31

Filed2026-05-14

VFQY

VANGUARD WELLINGTON FD

0.00%

Shares302

Event2026-03-31

Filed2026-05-14

TSN

TYSON FOODS INC

0.00%

Shares703

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-27.43%

Shares209

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

0.00%

Shares946

Event2026-03-31

Filed2026-05-14

MLPA

GLOBAL X FDS

0.00%

Shares821

Event2026-03-31

Filed2026-05-14

XRPR

ETF OPPORTUNITIES TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

0.00%

Shares211

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

0.00%

Shares453

Event2026-03-31

Filed2026-05-14

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares274

Event2026-03-31

Filed2026-05-14

DOW

DOW HLDGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

IDU

ISHARES TR

0.00%

Shares370

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

0.00%

Shares483

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

0.00%

Shares31

Event2026-03-31

Filed2026-05-14

YUM

YUM BRANDS INC

0.00%

Shares261

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

-32.09%

Shares1.1K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

-20.60%

Shares343

Event2026-03-31

Filed2026-05-14

JGRO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares466

Event2026-03-31

Filed2026-05-14

CWT

CALIFORNIA WTR SVC GROUP

0.00%

Shares846

Event2026-03-31

Filed2026-05-14

SPOT

SPOTIFY TECHNOLOGY S A

0.00%

Shares79

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

0.00%

Shares403

Event2026-03-31

Filed2026-05-14

VFC

V F CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-3.55%

Shares136

Event2026-03-31

Filed2026-05-14

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares107

Event2026-03-31

Filed2026-05-14

BEN

FRANKLIN RESOURCES INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC

0.00%

Shares691

Event2026-03-31

Filed2026-05-14

STANLEY BLACK & DECKER INC

0.00%

Shares508

Event2026-03-31

Filed2026-05-14

HEFA

ISHARES TR

0.00%

Shares837

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

0.00%

Shares496

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

0.00%

Shares373

Event2026-03-31

Filed2026-05-14

TRGP

TARGA RES CORP

0.00%

Shares137

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

-55.65%

Shares259

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

0.00%

Shares202

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

0.00%

Shares455

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

0.00%

Shares66

Event2026-03-31

Filed2026-05-14

KGC

KINROSS GOLD CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

1.16%

Shares697

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares59

Event2026-03-31

Filed2026-05-14

ETHE

GRAYSCALE ETHEREUM STAKING E

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

CMCSA

COMCAST CORP NEW

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DIGITALBRIDGE GROUP INC

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-14

IDV

ISHARES TR

-14.65%

Shares699

Event2026-03-31

Filed2026-05-14

SAP

SAP SE

0.00%

Shares170

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

0.00%

Shares48

Event2026-03-31

Filed2026-05-14

FIRST MAJESTIC SILVER CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

LDOS

LEIDOS HOLDINGS INC

0.00%

Shares180

Event2026-03-31

Filed2026-05-14

KHC

KRAFT HEINZ CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

9.49%

Shares277

Event2026-03-31

Filed2026-05-14

BRO

BROWN & BROWN INC

0.00%

Shares399

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

IWP

ISHARES TR

0.00%

Shares198

Event2026-03-31

Filed2026-05-14

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares120

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-86.02%

Shares97

Event2026-03-31

Filed2026-05-14

DBEF

DBX ETF TR

0.00%

Shares486

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

0.00%

Shares74

Event2026-03-31

Filed2026-05-14

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares645

Event2026-03-31

Filed2026-05-14

CTVA

CORTEVA INC

0.00%

Shares275

Event2026-03-31

Filed2026-05-14

SUPER MICRO COMPUTER INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

PFF

ISHARES TR

0.00%

Shares745

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

0.00%

Shares205

Event2026-03-31

Filed2026-05-14

GAB

GABELLI EQUITY TR INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares148

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

0.00%

Shares198

Event2026-03-31

Filed2026-05-14

CBXJ

CALAMOS ETF TR

-10.66%

Shares1.0K

Event2026-03-31

Filed2026-05-14

BIZD

VANECK ETF TRUST

9.80%

Shares1.6K

Event2026-03-31

Filed2026-05-14

HHH

HOWARD HUGHES HOLDINGS INC

0.00%

Shares318

Event2026-03-31

Filed2026-05-14

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares828

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

NUTX

NUTEX HEALTH INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

BITWISE 10 CRYPTO INDEX ETF

0.00%

Shares425

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares750

Event2026-03-31

Filed2026-05-14

HAS

HASBRO INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

PWB

INVESCO EXCHANGE TRADED FD T

-59.39%

Shares147

Event2026-03-31

Filed2026-05-14

BITWISE SOLANA STAKING ETF

4.58%

Shares1.6K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

0.00%

Shares208

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

0.00%

Shares53

Event2026-03-31

Filed2026-05-14

DUPONT DE NEMOURS INC

0.00%

Shares376

Event2026-03-31

Filed2026-05-14

RIVN

RIVIAN AUTOMOTIVE INC

21.53%

Shares1.1K

Event2026-03-31

Filed2026-05-14

LUV

SOUTHWEST AIRLS CO

12.53%

Shares449

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares177

Event2026-03-31

Filed2026-05-14

NEO

NEOGENOMICS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ETHW

BITWISE ETHEREUM ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

0.00%

Shares159

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

18.00%

Shares518

Event2026-03-31

Filed2026-05-14

HIMS

HIMS & HERS HEALTH INC

0.00%

Shares760

Event2026-03-31

Filed2026-05-14

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares457

Event2026-03-31

Filed2026-05-14

RIOT

RIOT PLATFORMS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CTRA

COTERRA ENERGY INC

-32.30%

Shares436

Event2026-03-31

Filed2026-05-14

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares37

Event2026-03-31

Filed2026-05-14

SEABRIDGE GOLD INC

0.00%

Shares524

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

-4.62%

Shares62

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares33

Event2026-03-31

Filed2026-05-14

DTE

DTE ENERGY CO

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

IONQ

IONQ INC

1.20%

Shares506

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.00%

Shares64

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

0.00%

Shares98

Event2026-03-31

Filed2026-05-14

FNV

FRANCO NEV CORP

0.00%

Shares57

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

-72.18%

Shares234

Event2026-03-31

Filed2026-05-14

LINDE PLC

0.00%

Shares28

Event2026-03-31

Filed2026-05-14

OTEX

OPEN TEXT CORP

0.00%

Shares618

Event2026-03-31

Filed2026-05-14

VLTO

VERALTO CORP

0.00%

Shares153

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

0.00%

Shares229

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

0.00%

Shares41

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

0.00%

Shares78

Event2026-03-31

Filed2026-05-14

BP PLC

0.00%

Shares248

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

-8.57%

Shares64

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

0.00%

Shares160

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

-88.19%

Shares208

Event2026-03-31

Filed2026-05-14

AMARIN CORP PLC

0.00%

Shares750

Event2026-03-31

Filed2026-05-14

DON

WISDOMTREE TR

0.00%

Shares206

Event2026-03-31

Filed2026-05-14

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

VVR

INVESCO SR INCOME TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares184

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares176

Event2026-03-31

Filed2026-05-14

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares140

Event2026-03-31

Filed2026-05-14

BBY

BEST BUY INC

0.00%

Shares157

Event2026-03-31

Filed2026-05-14

DAL

DELTA AIR LINES INC

223.91%

Shares149

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares34

Event2026-03-31

Filed2026-05-14

KIM

KIMCO REALTY CORP

0.00%

Shares432

Event2026-03-31

Filed2026-05-14

SMURFIT WESTROCK PLC

0.00%

Shares234

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

AJG

GALLAGHER ARTHUR J & CO

-43.24%

Shares42

Event2026-03-31

Filed2026-05-14

UMC

UNITED MICROELECTRONICS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

TEM

TEMPUS AI INC

-35.00%

Shares195

Event2026-03-31

Filed2026-05-14

TAP

MOLSON COORS BEVERAGE CO

0.00%

Shares204

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC

1500.00%

Shares64

Event2026-03-31

Filed2026-05-14

BITWISE FUNDS TRUST

14.86%

Shares835

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

0.00%

Shares20

Event2026-03-31

Filed2026-05-14

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares345

Event2026-03-31

Filed2026-05-14

PZZA

PAPA JOHNS INTL INC

0.00%

Shares253

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

0.00%

Shares87

Event2026-03-31

Filed2026-05-14

JBL

JABIL INC

0.00%

Shares29

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

0.00%

Shares23

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares26

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

0.00%

Shares66

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares148

Event2026-03-31

Filed2026-05-14

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares547

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

0.00%

Shares97

Event2026-03-31

Filed2026-05-14

HQH

ABRDN HEALTHCARE INVESTORS

New

Shares385

Event2026-03-31

Filed2026-05-14

DTM

DT MIDSTREAM INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

USFD

US FOODS HLDG CORP

0.00%

Shares73

Event2026-03-31

Filed2026-05-14

MKC

MCCORMICK & CO INC

0.00%

Shares130

Event2026-03-31

Filed2026-05-14

URI

UNITED RENTALS INC

0.00%

Shares9

Event2026-03-31

Filed2026-05-14

POST

POST HLDGS INC

0.00%

Shares65

Event2026-03-31

Filed2026-05-14

HEI

HEICO CORP NEW

0.00%

Shares23

Event2026-03-31

Filed2026-05-14

THW

ABRDN WORLD HEALTHCARE FUND

New

Shares537

Event2026-03-31

Filed2026-05-14

PDI

PIMCO DYNAMIC INCOME FD

New

Shares362

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

0.00%

Shares48

Event2026-03-31

Filed2026-05-14

ADSK

AUTODESK INC

-3.85%

Shares25

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

0.00%

Shares42

Event2026-03-31

Filed2026-05-14

KKR & CO INC

0.00%

Shares62

Event2026-03-31

Filed2026-05-14

PTY

PIMCO CORPORATE & INCOME OPP

New

Shares475

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

0.00%

Shares13

Event2026-03-31

Filed2026-05-14

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares28

Event2026-03-31

Filed2026-05-14

TDG

TRANSDIGM GROUP INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares6

Event2026-03-31

Filed2026-05-14

BBVA

BANCO BILBAO VIZCAYA ARGENTA

0.00%

Shares247

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

0.00%

Shares50

Event2026-03-31

Filed2026-05-14

SAN

BANCO SANTANDER SA

0.00%

Shares459

Event2026-03-31

Filed2026-05-14

BTO

HANCOCK JOHN FINL OPPTYS

New

Shares143

Event2026-03-31

Filed2026-05-14

BFH

BREAD FINANCIAL HOLDINGS INC

0.00%

Shares68

Event2026-03-31

Filed2026-05-14

MDXG

MIMEDX GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

0.00%

Shares51

Event2026-03-31

Filed2026-05-14

PAAS

PAN AMERN SILVER CORP

0.00%

Shares91

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

0.00%

Shares37

Event2026-03-31

Filed2026-05-14

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares287

Event2026-03-31

Filed2026-05-14

SONY

SONY GROUP CORP

0.00%

Shares229

Event2026-03-31

Filed2026-05-14

JPC

NUVEEN PFD & INCOME OPPORTUN

New

Shares624

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares34

Event2026-03-31

Filed2026-05-14

UNM

UNUM GROUP

0.00%

Shares63

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

0.00%

Shares47

Event2026-03-31

Filed2026-05-14

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares118

Event2026-03-31

Filed2026-05-14

ASTS

AST SPACEMOBILE INC

129.17%

Shares55

Event2026-03-31

Filed2026-05-14

ROST

ROSS STORES INC

0.00%

Shares21

Event2026-03-31

Filed2026-05-14

GOF

GUGGENHEIM STRATEGIC OPPORTU

New

Shares412

Event2026-03-31

Filed2026-05-14

VTRS

VIATRIS INC

-9.70%

Shares335

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED

0.00%

Shares87

Event2026-03-31

Filed2026-05-14

BCX

BLACKROCK RES & COMMODITIES

New

Shares364

Event2026-03-31

Filed2026-05-14

MET

METLIFE INC

0.00%

Shares62

Event2026-03-31

Filed2026-05-14

NVTS

NAVITAS SEMICONDUCTOR CORP

-12.74%

Shares500

Event2026-03-31

Filed2026-05-14

CSWC

CAPITAL SOUTHWEST CORP

New

Shares197

Event2026-03-31

Filed2026-05-14

STT

STATE STR CORP

0.00%

Shares33

Event2026-03-31

Filed2026-05-14

RVT

ROYCE SMALL CAP TRUST INC

New

Shares249

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

0.00%

Shares17

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

0.00%

Shares34

Event2026-03-31

Filed2026-05-14

DMLP

DORCHESTER MINERALS L P

0.00%

Shares150

Event2026-03-31

Filed2026-05-14

RVMD

REVOLUTION MEDICINES INC

0.00%

Shares41

Event2026-03-31

Filed2026-05-14

ROL

ROLLINS INC

0.00%

Shares72

Event2026-03-31

Filed2026-05-14

DES

WISDOMTREE TR

0.00%

Shares107

Event2026-03-31

Filed2026-05-14

DOMINION ENERGY INC

0.00%

Shares62

Event2026-03-31

Filed2026-05-14

BLUEROCK PVT REAL ESTATE FD

2.25%

Shares227

Event2026-03-31

Filed2026-05-14

VST

VISTRA CORP

0.00%

Shares24

Event2026-03-31

Filed2026-05-14

AON PLC

0.00%

Shares11

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

0.00%

Shares18

Event2026-03-31

Filed2026-05-14

IDXX

IDEXX LABS INC

0.00%

Shares6

Event2026-03-31

Filed2026-05-14

AZO

AUTOZONE INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP

0.00%

Shares17

Event2026-03-31

Filed2026-05-14

USA

LIBERTY ALL STAR EQUITY FD

New

Shares606

Event2026-03-31

Filed2026-05-14

FLEX

FLEXTRONICS INTL LTD

0.00%

Shares51

Event2026-03-31

Filed2026-05-14

HSBC

HSBC HLDGS PLC

0.00%

Shares40

Event2026-03-31

Filed2026-05-14

CBRE

CBRE GROUP INC

0.00%

Shares24

Event2026-03-31

Filed2026-05-14

SMFG

SUMITOMO MITSUI FIN GRP INC

0.00%

Shares164

Event2026-03-31

Filed2026-05-14

REGIONS FINANCIAL CORP NEW

0.00%

Shares124

Event2026-03-31

Filed2026-05-14

BTI

BRITISH AMERN TOB PLC

0.00%

Shares54

Event2026-03-31

Filed2026-05-14

TE CONNECTIVITY PLC

0.00%

Shares15

Event2026-03-31

Filed2026-05-14

CFG

CITIZENS FINL GROUP INC

0.00%

Shares52

Event2026-03-31

Filed2026-05-14

ALL

ALLSTATE CORP

0.00%

Shares15

Event2026-03-31

Filed2026-05-14

ARCELORMITTAL SA LUXEMBOURG

0.00%

Shares60

Event2026-03-31

Filed2026-05-14

RB GLOBAL INC

0.00%

Shares32

Event2026-03-31

Filed2026-05-14

RELX

RELX PLC

0.00%

Shares90

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

0.00%

Shares63

Event2026-03-31

Filed2026-05-14

MEDP

MEDPACE HLDGS INC

0.00%

Shares6

Event2026-03-31

Filed2026-05-14

HLN

HALEON PLC

-12.15%

Shares282

Event2026-03-31

Filed2026-05-14

ENSG

ENSIGN GROUP INC

0.00%

Shares14

Event2026-03-31

Filed2026-05-14

MAGNUM ICE CREAM CO NV

0.00%

Shares188

Event2026-03-31

Filed2026-05-14

SYF

SYNCHRONY FINANCIAL

0.00%

Shares40

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

OUSTER INC

-35.78%

Shares140

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC

0.00%

Shares28

Event2026-03-31

Filed2026-05-14

LOPE

GRAND CANYON ED INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-14

HEALTHCARE RLTY TR

New

Shares150

Event2026-03-31

Filed2026-05-14

BEAM

BEAM THERAPEUTICS INC

0.00%

Shares106

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

0.00%

Shares12

Event2026-03-31

Filed2026-05-14

CCD

CALAMOS DYNAMIC CONV & INCOM

New

Shares118

Event2026-03-31

Filed2026-05-14

ALLY

ALLY FINL INC

-39.62%

Shares64

Event2026-03-31

Filed2026-05-14

PFFA

ETFIS SER TR I

New

Shares123

Event2026-03-31

Filed2026-05-14

CVNA

CARVANA CO

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

RGA

REINSURANCE GROUP AMER INC

0.00%

Shares12

Event2026-03-31

Filed2026-05-14

XEL

XCEL ENERGY INC

0.00%

Shares30

Event2026-03-31

Filed2026-05-14

SLRC

SLR INVESTMENT CORP

New

Shares163

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

0.00%

Shares7

Event2026-03-31

Filed2026-05-14

EBAY

EBAY INC.

0.00%

Shares25

Event2026-03-31

Filed2026-05-14

PUK

PRUDENTIAL PLC

0.00%

Shares80

Event2026-03-31

Filed2026-05-14

AGNC

AGNC INVT CORP

New

Shares225

Event2026-03-31

Filed2026-05-14

MARA

MARA HOLDINGS INC

0.00%

Shares274

Event2026-03-31

Filed2026-05-14

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares102

Event2026-03-31

Filed2026-05-14

CCEP

COCA-COLA EUROPACIFIC PARTNE

0.00%

Shares24

Event2026-03-31

Filed2026-05-14

RYAAY

RYANAIR HOLDINGS PLC

-40.32%

Shares37

Event2026-03-31

Filed2026-05-14

UUUU

ENERGY FUELS INC

New

Shares117

Event2026-03-31

Filed2026-05-14

RQI

COHEN & STEERS QUALITY INCOM

New

Shares176

Event2026-03-31

Filed2026-05-14

AMG

AFFILIATED MANAGERS GROUP

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

VRSK

VERISK ANALYTICS INC

0.00%

Shares11

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

0.00%

Shares19

Event2026-03-31

Filed2026-05-14

SEIC

SEI INVTS CO

0.00%

Shares26

Event2026-03-31

Filed2026-05-14

FTAI AVIATION LTD

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

NXPI

NXP SEMICONDUCTORS N V

-58.33%

Shares10

Event2026-03-31

Filed2026-05-14

RNP

COHEN & STEERS REIT & PFD &

New

Shares98

Event2026-03-31

Filed2026-05-14

MFG

MIZUHO FINANCIAL GROUP INC

-32.96%

Shares242

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available