Sponsored
The Analysis of CALDWELL SUTTER CAPITAL, INC.'s Holdings & P&L
Currently, CALDWELL SUTTER CAPITAL, INC. holds 894 types of securities in its portfolio with a total value $245.9M. In the most recent quarter, they have increased their positions in KNTK (+45.3K shares, valued at $2.2M), SGOV (+15.5K shares, valued at $1.6M), EMBJ (+9.3K shares, valued at $553.2K); decreased their positions in MOD (-3.7K shares, valued at $801.8K), AAPL (-1.9K shares, valued at $489.1K), MSA (-2.9K shares, valued at $470.5K); initiated new positions in EMBJ (+9.3K shares, valued at $553.2K), MCBS (+5.7K shares, valued at $164.6K), N/A (+11.5K shares, valued at $143.3K).
1M P&L
+5.6M+2.44%
3M P&L
-521.3K-0.22%
HY P&L
+18.5M+8.62%
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/A43.4M
19.0%
2Banks - Regional31.3M
13.7%
3Consumer Electronics11.8M
5.2%
Top Industries by Stock Count
1N/A242 stocks
29.9%
2Banks - Regional50 stocks
6.2%
3Software - Application21 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
-3.97%APPLE INC
Shares46.6K
Event2026-03-31
Filed2026-05-06
PPIH
-0.43%PERMA-PIPE INTL HLDGS INC
Shares234.2K
Event2026-03-31
Filed2026-05-06
CAT
-4.87%CATERPILLAR INC
Shares8.2K
Event2026-03-31
Filed2026-05-06
KNTK
61.90%KINETIK HOLDINGS INC COM
Shares118.6K
Event2026-03-31
Filed2026-05-06
PLBC
0.00%PLUMAS BANCORP
Shares106.3K
Event2026-03-31
Filed2026-05-06
MSA
-8.93%MSA SAFETY INC
Shares29.3K
Event2026-03-31
Filed2026-05-06
SSBI
0.07%SUMMIT ST BK SANTA ROSA CALIF
Shares347.1K
Event2026-03-31
Filed2026-05-06
SGOV
54.72%ISHARES TR
Shares43.9K
Event2026-03-31
Filed2026-05-06
V
-1.70%VISA INC
Shares12.9K
Event2026-03-31
Filed2026-05-06
DGICA
0.00%DONEGAL GROUP INC
Shares212.3K
Event2026-03-31
Filed2026-05-06
CVX
-0.81%CHEVRON CORPORATION
Shares16.8K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWA INC DEL
9.43%BERKSHIRE HATHAWA INC DEL
Shares7.1K
Event2026-03-31
Filed2026-05-06
IVV
-0.52%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-06
VIG
-1.74%VANGUARD SPECIALIZED FUNDS
Shares14.2K
Event2026-03-31
Filed2026-05-06
SENEA
0.00%SENECA FOODS CORP
Shares20.0K
Event2026-03-31
Filed2026-05-06
COST
-1.15%COSTCO WHOLESALE CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-05-06
MOD
-22.24%MODINE MFG CO
Shares12.9K
Event2026-03-31
Filed2026-05-06
MSFT
-0.37%MICROSOFT CORP
Shares7.3K
Event2026-03-31
Filed2026-05-06
JPM
-2.49%JPMORGAN CHASE & CO
Shares9.0K
Event2026-03-31
Filed2026-05-06
PKBK
-0.29%PARKE BANCORP INC
Shares91.3K
Event2026-03-31
Filed2026-05-06
BCML
0.00%BAYCOM CORP
Shares80.0K
Event2026-03-31
Filed2026-05-06
XOM
-0.79%EXXON MOBIL CORP
Shares13.9K
Event2026-03-31
Filed2026-05-06
AXP
0.00%AMERICAN EXPRESS CO
Shares7.3K
Event2026-03-31
Filed2026-05-06
FSUN
-0.60%FIRSTSUN CAP BANCORP
Shares58.3K
Event2026-03-31
Filed2026-05-06
CSCO
-6.17%CISCO SYS INC
Shares27.1K
Event2026-03-31
Filed2026-05-06
KYN
-0.32%KAYNE ANDERSON ENERGY INFRSTR
Shares141.1K
Event2026-03-31
Filed2026-05-06
IBM
-1.97%INTERNATIONAL BUSINESS MACHS
Shares8.3K
Event2026-03-31
Filed2026-05-06
VTI
0.00%VANGUARD INDEX FDS
Shares6.1K
Event2026-03-31
Filed2026-05-06
IGM
0.00%ISHARES TR
Shares15.7K
Event2026-03-31
Filed2026-05-06
PFE
3.74%PFIZER INC
Shares66.3K
Event2026-03-31
Filed2026-05-06
META
-0.32%META PLATFORMS INC
Shares3.1K
Event2026-03-31
Filed2026-05-06
PEP
8.40%PEPSICO INC
Shares11.5K
Event2026-03-31
Filed2026-05-06
NEN
0.00%NEW ENGLAND RLTY ASSOC LTD P
Shares29.0K
Event2026-03-31
Filed2026-05-06
COMMUNITY WEST BANCSHARES
0.00%COMMUNITY WEST BANCSHARES
Shares74.1K
Event2026-03-31
Filed2026-05-06
BANR
0.00%BANNER CORP
Shares28.3K
Event2026-03-31
Filed2026-05-06
UNP
0.66%UNION PAC CORP
Shares6.5K
Event2026-03-31
Filed2026-05-06
INBK
0.00%FIRST INTERNET BANCORP
Shares76.9K
Event2026-03-31
Filed2026-05-06
JNJ
-1.49%JOHNSON & JOHNSON
Shares6.4K
Event2026-03-31
Filed2026-05-06
MCHB
0.07%MECHANICS BANCORP
Shares103.3K
Event2026-03-31
Filed2026-05-06
MCI
0.00%BARINGS CORPORATE INVS
Shares84.0K
Event2026-03-31
Filed2026-05-06
AMRK
-16.16%GOLD COM INC
Shares35.8K
Event2026-03-31
Filed2026-05-06
AXR
-1.59%AMREP CORP
Shares49.5K
Event2026-03-31
Filed2026-05-06
INTU
0.76%INTUIT
Shares3.2K
Event2026-03-31
Filed2026-05-06
NAII
8.01%NATURAL ALTERNATIVES INTL INC
Shares498.8K
Event2026-03-31
Filed2026-05-06
INTG
0.00%INTERGROUP CORP
Shares33.2K
Event2026-03-31
Filed2026-05-06
VZ
3.17%VERIZON COMMUNICATIONS INC
Shares25.3K
Event2026-03-31
Filed2026-05-06
HSY
-0.72%HERSHEY CO
Shares6.1K
Event2026-03-31
Filed2026-05-06
CET
60.43%CENTRAL SECS CORP
Shares24.3K
Event2026-03-31
Filed2026-05-06
WLY
-6.73%WILEY JOHN & SONS INC
Shares31.5K
Event2026-03-31
Filed2026-05-06
USFR
9.42%WISDOMTREE TR
Shares23.9K
Event2026-03-31
Filed2026-05-06
UMH
-1.19%UMH PPTYS INC
Shares83.0K
Event2026-03-31
Filed2026-05-06
HON
0.06%HONEYWELL INTL INC
Shares5.1K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
-0.79%MERCK & CO INC
Shares9.4K
Event2026-03-31
Filed2026-05-06
ABBV
-4.48%ABBVIE INC
Shares5.1K
Event2026-03-31
Filed2026-05-06
ELSE
0.04%ELECTRO-SENSORS INC
Shares250.2K
Event2026-03-31
Filed2026-05-06
SMBK
0.00%SMARTFINANCIAL INC
Shares28.4K
Event2026-03-31
Filed2026-05-06
T
-2.70%AT&T INC
Shares38.3K
Event2026-03-31
Filed2026-05-06
VUG
-6.87%VANGUARD INDEX FDS
Shares2.5K
Event2026-03-31
Filed2026-05-06
MCD
-2.13%MCDONALDS CORP
Shares3.5K
Event2026-03-31
Filed2026-05-06
XLE
-4.95%SELECT SECTOR SPDR TR
Shares17.9K
Event2026-03-31
Filed2026-05-06
ARL
-1.55%AMERICAN RLTY INVS INC
Shares70.7K
Event2026-03-31
Filed2026-05-06
GILD
-6.23%GILEAD SCIENCES INC
Shares7.6K
Event2026-03-31
Filed2026-05-06
NRIM
0.00%NORTHRIM BANCORP INC
Shares46.2K
Event2026-03-31
Filed2026-05-06
CANADIAN PACIFIC KANSAS CITY
0.00%CANADIAN PACIFIC KANSAS CITY
Shares13.3K
Event2026-03-31
Filed2026-05-06
WMT
-1.33%WALMART INC
Shares8.2K
Event2026-03-31
Filed2026-05-06
HD
0.49%HOME DEPOT INC
Shares3.1K
Event2026-03-31
Filed2026-05-06
BOND
8.79%PIMCO ETF TR
Shares10.9K
Event2026-03-31
Filed2026-05-06
BAC
-1.84%BANK OF AMER CORP
Shares20.6K
Event2026-03-31
Filed2026-05-06
ENB
0.03%ENBRIDGE INC
Shares18.3K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
1.96%ALPHABET INC
Shares3.4K
Event2026-03-31
Filed2026-05-06
LMT
-1.50%LOCKHEED MARTIN CORP
Shares1.6K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
-0.24%ALPHABET INC
Shares3.3K
Event2026-03-31
Filed2026-05-06
BK
0.00%BANK NEW YORK MELLON CORP
Shares7.9K
Event2026-03-31
Filed2026-05-06
WM
-18.34%WASTE MGMT INC DEL
Shares4.0K
Event2026-03-31
Filed2026-05-06
ITIC
-3.56%INVESTORS TITLE CO NC
Shares4.1K
Event2026-03-31
Filed2026-05-06
VTV
1.01%VANGUARD INDEX FDS
Shares4.5K
Event2026-03-31
Filed2026-05-06
BSM
0.00%BLACK STONE MINERALS L P
Shares55.8K
Event2026-03-31
Filed2026-05-06
CSWC
-2.80%CAPITAL SOUTHWEST CORP
Shares37.0K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
-0.11%DUKE ENERGY CORP NEW
Shares6.1K
Event2026-03-31
Filed2026-05-06
WELL
10.67%WELLTOWER INC
Shares4.0K
Event2026-03-31
Filed2026-05-06
DLR
-3.09%DIGITAL RLTY TR INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
OKE
3.93%ONEOK INC
Shares8.5K
Event2026-03-31
Filed2026-05-06
BA
0.08%BOEING CO
Shares3.8K
Event2026-03-31
Filed2026-05-06
MPV
0.00%BARINGS PARTN INVS
Shares43.8K
Event2026-03-31
Filed2026-05-06
WMB
-3.78%WILLIAMS COS INC
Shares10.3K
Event2026-03-31
Filed2026-05-06
IMKTA
-1.22%INGLES MKTS INC
Shares8.1K
Event2026-03-31
Filed2026-05-06
DIS
2.75%DISNEY WALT CO
Shares7.5K
Event2026-03-31
Filed2026-05-06
VDE
-0.48%VANGUARD WORLD FDS
Shares4.2K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-05-06
ONB
0.00%OLD NATL BANCORP IND
Shares32.0K
Event2026-03-31
Filed2026-05-06
TLT
-22.33%ISHARES TR
Shares8.1K
Event2026-03-31
Filed2026-05-06
UPS
5.12%UNITED PARCEL SVCS INC
Shares7.1K
Event2026-03-31
Filed2026-05-06
CALUMET INC
0.00%CALUMET INC
Shares19.5K
Event2026-03-31
Filed2026-05-06
PG
3.88%PROCTER & GAMBLE CO
Shares4.8K
Event2026-03-31
Filed2026-05-06
DIT
50.00%AMCON DISTRG CO
Shares7.5K
Event2026-03-31
Filed2026-05-06
KO
-5.29%COCA COLA CO
Shares8.7K
Event2026-03-31
Filed2026-05-06
BRBS
185.90%BLUE RIDGE BANKSHARES INC VA
Shares153.2K
Event2026-03-31
Filed2026-05-06
AMZN
8.91%AMAZON COM INC
Shares3.1K
Event2026-03-31
Filed2026-05-06
LDUR
11.73%PIMCO ETF TR
Shares6.4K
Event2026-03-31
Filed2026-05-06
FBK
-4.20%FB FINL CORP
Shares11.7K
Event2026-03-31
Filed2026-05-06
PM
0.00%PHILIP MORRIS INTL INC
Shares3.6K
Event2026-03-31
Filed2026-05-06
AMGN
-4.82%AMGEN INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
FSBW
0.00%FS BANCORP INC
Shares15.1K
Event2026-03-31
Filed2026-05-06
USB
-1.57%US BANCORP
Shares11.2K
Event2026-03-31
Filed2026-05-06
NODK
0.00%NI HLDGS INC
Shares44.5K
Event2026-03-31
Filed2026-05-06
LGL
0.00%LGL GROUP INC
Shares80.9K
Event2026-03-31
Filed2026-05-06
RTX
-1.43%RTX CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-06
SBUX
7.31%STARBUCKS CORP
Shares6.2K
Event2026-03-31
Filed2026-05-06
EMBJ
NewEMBRAER S.A.
Shares9.3K
Event2026-03-31
Filed2026-05-06
QCOM
7.12%QUALCOMM INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
DHR
0.00%DANAHER CORP DEL
Shares2.9K
Event2026-03-31
Filed2026-05-06
NEE
-2.44%NEXTERA ENERGY INC
Shares5.9K
Event2026-03-31
Filed2026-05-06
CSW
0.00%CSW INDUSTRIALS INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
INTC
-0.91%INTEL CORP
Shares12.1K
Event2026-03-31
Filed2026-05-06
IWR
0.00%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-06
CLX
14.81%CLOROX CO DEL
Shares5.0K
Event2026-03-31
Filed2026-05-06
BMRC
0.00%BANK OF MARIN BANCORP
Shares20.4K
Event2026-03-31
Filed2026-05-06
NSC
0.00%NORFOLK SOUTHN CORP
Shares1.8K
Event2026-03-31
Filed2026-05-06
CROWN CASTLE INC
70.42%CROWN CASTLE INC
Shares6.3K
Event2026-03-31
Filed2026-05-06
XLF
0.00%SELECT SECTOR SPDR TR
Shares10.2K
Event2026-03-31
Filed2026-05-06
KVUE
-1.40%KENVUE INC
Shares28.5K
Event2026-03-31
Filed2026-05-06
BANX
3607.50%ARROWMARK FINANCIAL CORP
Shares25.7K
Event2026-03-31
Filed2026-05-06
ABRDN GOLD ETF TRUST
-7.31%ABRDN GOLD ETF TRUST
Shares10.7K
Event2026-03-31
Filed2026-05-06
STT
0.00%STATE STR CORP
Shares3.8K
Event2026-03-31
Filed2026-05-06
NVDA
-8.66%NVIDIA CORPORATION
Shares2.7K
Event2026-03-31
Filed2026-05-06
MO
27.24%ALTRIA GROUP INC
Shares7.2K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
-4.84%VANGUARD INDEX FDS
Shares786
Event2026-03-31
Filed2026-05-06
MMM
-2.04%3M CO
Shares3.2K
Event2026-03-31
Filed2026-05-06
AAXJ
0.00%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-06
WLYB
0.00%WILEY JOHN & SONS INC
Shares12.1K
Event2026-03-31
Filed2026-05-06
SHY
-0.56%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-06
DOW
9.32%DOW HLDGS INC
Shares10.7K
Event2026-03-31
Filed2026-05-06
HEDJ
0.84%WISDOMTREE TR
Shares8.4K
Event2026-03-31
Filed2026-05-06
ED
0.78%CONSOLIDATED EDISON INC
Shares3.9K
Event2026-03-31
Filed2026-05-06
APARTMENT INVT & MGMT CO
-0.94%APARTMENT INVT & MGMT CO
Shares105.4K
Event2026-03-31
Filed2026-05-06
BMY
5.45%BRISTOL-MYERS SQUIBB CO
Shares7.0K
Event2026-03-31
Filed2026-05-06
KEYS
0.00%KEYSIGHT TECHNOLOGIES INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
JOE
4.64%ST JOE CO
Shares6.6K
Event2026-03-31
Filed2026-05-06
JPST
-10.54%J P MORGAN EXCHANGE TRADED F
Shares8.1K
Event2026-03-31
Filed2026-05-06
DHS
33.41%WISDOMTREE TR
Shares3.7K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
-2.20%GE AEROSPACE
Shares1.4K
Event2026-03-31
Filed2026-05-06
LOW
0.00%LOWES COS INC
Shares1.7K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
-7.43%LAM RESEARCH CORP
Shares1.8K
Event2026-03-31
Filed2026-05-06
SCHD
11.60%SCHWAB STRATEGIC TR
Shares12.8K
Event2026-03-31
Filed2026-05-06
VO
-4.28%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-06
LXU
0.00%LSB INDS INC
Shares25.0K
Event2026-03-31
Filed2026-05-06
KMI
-3.88%KINDER MORGAN INC DEL
Shares10.9K
Event2026-03-31
Filed2026-05-06
XLK
0.00%SELECT SECTOR SPDR TR
Shares2.7K
Event2026-03-31
Filed2026-05-06
WFC
-3.17%WELLS FARGO & CO
Shares4.5K
Event2026-03-31
Filed2026-05-06
ABT
0.00%ABBOTT LABORATORIES
Shares3.5K
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
1.57%MEDTRONIC PLC
Shares4.1K
Event2026-03-31
Filed2026-05-06
KMB
23.57%KIMBERLY-CLARK CORP
Shares3.7K
Event2026-03-31
Filed2026-05-06
VEA
3.56%VANGUARD TAX-MANAGED FDS
Shares5.4K
Event2026-03-31
Filed2026-05-06
AMP
0.00%AMERIPRISE FINL INC
Shares772
Event2026-03-31
Filed2026-05-06
TRV
-7.05%TRAVELERS COMPANIES INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
VCTR
0.00%VICTORY CAP HLDGS INC DEL
Shares5.2K
Event2026-03-31
Filed2026-05-06
D
2.68%DOMINION ENERGY INC
Shares5.4K
Event2026-03-31
Filed2026-05-06
STGW
-2.79%STAGWELL INC
Shares52.2K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
-15.49%BROADCOM INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
DG
-14.31%DOLLAR GEN CORP
Shares2.7K
Event2026-03-31
Filed2026-05-06
RGR
0.00%STURM RUGER & CO INC
Shares8.1K
Event2026-03-31
Filed2026-05-06
SLB
0.32%SLB LIMITED
Shares6.3K
Event2026-03-31
Filed2026-05-06
REGL
6.38%PROSHARES TR
Shares3.7K
Event2026-03-31
Filed2026-05-06
KEY
-1.98%KEYCORP
Shares15.9K
Event2026-03-31
Filed2026-05-06
MA
-4.55%MASTERCARD INCORPORATED
Shares630
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares3.6K
Event2026-03-31
Filed2026-05-06
VYM
17.91%VANGUARD WHITEHALL FDS
Shares2.1K
Event2026-03-31
Filed2026-05-06
UNH
10.86%UNITEDHEALTH GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
GEV
-30.31%GE VERNOVA INC
Shares354
Event2026-03-31
Filed2026-05-06
CPB
22.94%THE CAMPBELLS COMPANY
Shares13.8K
Event2026-03-31
Filed2026-05-06
AEP
-2.36%AMERICAN ELEC PWR CO INC
Shares2.3K
Event2026-03-31
Filed2026-05-06
XLY
0.00%SELECT SECTOR SPDR TR
Shares2.8K
Event2026-03-31
Filed2026-05-06
EPD
0.88%ENTERPRISE PRODS PARTNERS L P
Shares7.7K
Event2026-03-31
Filed2026-05-06
AMAL
0.00%AMALGAMATED FINANCIAL CORP
Shares7.3K
Event2026-03-31
Filed2026-05-06
RNST
0.00%RENASANT CORP
Shares7.8K
Event2026-03-31
Filed2026-05-06
GIS
29.14%GENERAL MILLS INC
Shares7.4K
Event2026-03-31
Filed2026-05-06
KTOS
-1.27%KRATOS DEFENSE & SEC SOLUTIONS
Shares3.9K
Event2026-03-31
Filed2026-05-06
IEI
-35.64%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-06
GLW
9.72%CORNING INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
WRB
10.81%BERKLEY W R CORP
Shares4.1K
Event2026-03-31
Filed2026-05-06
IYH
0.00%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-06
DGICB
0.00%DONEGAL GROUP INC
Shares14.7K
Event2026-03-31
Filed2026-05-06
ICOW
33.39%PACER FDS TR
Shares6.1K
Event2026-03-31
Filed2026-05-06
O
-0.94%REALTY INCOME CORP
Shares4.2K
Event2026-03-31
Filed2026-05-06
BCE
16.49%BCE INC
Shares10.2K
Event2026-03-31
Filed2026-05-06
NDAQ
0.00%NASDAQ INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
NUE
-13.51%NUCOR CORP
Shares1.5K
Event2026-03-31
Filed2026-05-06
AMAT
-0.68%APPLIED MATLS INC
Shares735
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TRUST
-1.36%INVESCO QQQ TRUST
Shares435
Event2026-03-31
Filed2026-05-06
PNC
-3.92%PNC FINL SVCS GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
VV
0.00%VANGUARD INDEX FDS
Shares834
Event2026-03-31
Filed2026-05-06
CSM
0.00%PROSHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-06
MARVELL TECHNOLOGY INC
0.00%MARVELL TECHNOLOGY INC
Shares2.5K
Event2026-03-31
Filed2026-05-06
PWB
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.9K
Event2026-03-31
Filed2026-05-06
KNSL
15.75%KINSALE CAP GROUP INC
Shares698
Event2026-03-31
Filed2026-05-06
PRU
15.06%PRUDENTIAL FINL INC
Shares2.4K
Event2026-03-31
Filed2026-05-06
PSLV
-4.03%SPROTT PHYSICAL SILVER TR
Shares9.4K
Event2026-03-31
Filed2026-05-06
CEF
0.00%SPROTT PHYSICAL GOLD & SILVE
Shares4.7K
Event2026-03-31
Filed2026-05-06
PSX
-8.29%PHILLIPS 66
Shares1.2K
Event2026-03-31
Filed2026-05-06
L
0.00%LOEWS CORP
Shares2.1K
Event2026-03-31
Filed2026-05-06
BGH
0.00%BARINGS GLOBAL SHORT DURATION
Shares16.4K
Event2026-03-31
Filed2026-05-06
ORCL
18.38%ORACLE CORP
Shares1.5K
Event2026-03-31
Filed2026-05-06
LQD
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
OSBC
0.00%OLD SECOND BANCORP INC DEL
Shares11.0K
Event2026-03-31
Filed2026-05-06
RYAM
0.00%RAYONIER ADVANCED MATLS INC
Shares20.0K
Event2026-03-31
Filed2026-05-06
ORI
0.00%OLD REP INTL CORP
Shares5.5K
Event2026-03-31
Filed2026-05-06
PAA
1.67%PLAINS ALL AMERN PIPELINE L P
Shares9.8K
Event2026-03-31
Filed2026-05-06
F
-7.15%FORD MTR CO
Shares18.8K
Event2026-03-31
Filed2026-05-06
VB
-10.17%VANGUARD INDEX FDS
Shares813
Event2026-03-31
Filed2026-05-06
COLB
0.53%COLUMBIA BKG SYS INC
Shares7.7K
Event2026-03-31
Filed2026-05-06
CMI
-9.95%CUMMINS INC
Shares389
Event2026-03-31
Filed2026-05-06
FTV
0.00%FORTIVE CORP
Shares3.8K
Event2026-03-31
Filed2026-05-06
ET
3.89%ENERGY TRANSFER L P
Shares10.8K
Event2026-03-31
Filed2026-05-06
VWO
-0.05%VANGUARD INTL EQUITY INDEX F
Shares3.9K
Event2026-03-31
Filed2026-05-06
ESS
5.55%ESSEX PPTY TR INC
Shares856
Event2026-03-31
Filed2026-05-06
XLC
0.00%SELECT SECTOR SPDR TR
Shares1.9K
Event2026-03-31
Filed2026-05-06
EUDV
25.35%PROSHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-06
TXN
0.38%TEXAS INSTRS INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
JPC
0.00%NUVEEN PFD & INCOME OPPORTUN
Shares27.1K
Event2026-03-31
Filed2026-05-06
COP
0.00%CONOCOPHILLIPS
Shares1.5K
Event2026-03-31
Filed2026-05-06
GENERAL DYNAMICS CORP
-1.83%GENERAL DYNAMICS CORP
Shares589
Event2026-03-31
Filed2026-05-06
GDX
-4.84%VANECK ETF TRUST
Shares2.2K
Event2026-03-31
Filed2026-05-06
GSK PLC
0.25%GSK PLC
Shares3.6K
Event2026-03-31
Filed2026-05-06
MNSB
0.00%MAINSTREET BANCSHARES INC
Shares8.8K
Event2026-03-31
Filed2026-05-06
CCL
0.00%CARNIVAL CORP
Shares7.6K
Event2026-03-31
Filed2026-05-06
IEF
-2.83%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
IBB
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-06
CVE
0.00%CENOVUS ENERGY INC
Shares7.3K
Event2026-03-31
Filed2026-05-06
PBHC
0.00%PATHFINDER BANCORP INC MD
Shares14.8K
Event2026-03-31
Filed2026-05-06
PCG
0.10%PG&E CORP
Shares10.6K
Event2026-03-31
Filed2026-05-06
SMDV
-1.75%PROSHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-06
AFL
-11.01%AFLAC INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
PLTR
153.26%PALANTIR TECHNOLOGIES INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
NECB
0.00%NORTHEAST CMNTY BANCORP INC
Shares7.0K
Event2026-03-31
Filed2026-05-06
MCBS
NewMETROCITY BANKSHARES INC
Shares5.7K
Event2026-03-31
Filed2026-05-06
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-06
PBJ
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.3K
Event2026-03-31
Filed2026-05-06
EBC
0.00%EASTERN BANKSHARES INC
Shares8.2K
Event2026-03-31
Filed2026-05-06
STEW
0.00%SRH TOTAL RETURN FUND INC
Shares9.4K
Event2026-03-31
Filed2026-05-06
BLACKROCK INC
-3.53%BLACKROCK INC
Shares164
Event2026-03-31
Filed2026-05-06
NOBL
0.34%PROSHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-06
PANW
4.71%PALO ALTO NETWORKS INC
Shares978
Event2026-03-31
Filed2026-05-06
AVBH
0.00%AVIDBANK HLDGS INC
Shares5.5K
Event2026-03-31
Filed2026-05-06
IP
8.47%INTERNATIONAL PAPER CO
Shares4.4K
Event2026-03-31
Filed2026-05-06
IWM
0.00%ISHARES TR
Shares624
Event2026-03-31
Filed2026-05-06
QSR
0.00%RESTAURANT BRANDS INTL INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
DE
0.00%DEERE & CO
Shares272
Event2026-03-31
Filed2026-05-06
MS
-0.54%MORGAN STANLEY
Shares919
Event2026-03-31
Filed2026-05-06
SPY
-7.97%SPDR S&P 500 ETF TR
Shares231
Event2026-03-31
Filed2026-05-06
AMRZ
11.46%AMRIZE LTD
Shares2.7K
Event2026-03-31
Filed2026-05-06
BBIO
0.00%BRIDGEBIO PHARMA INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
COLM
0.00%COLUMBIA SPORTSWEAR CO
Shares2.7K
Event2026-03-31
Filed2026-05-06
APD
5.39%AIR PRODUCTS AND CHEMICALS INC
Shares508
Event2026-03-31
Filed2026-05-06
CVS
-7.18%CVS HEALTH CORP
Shares2.0K
Event2026-03-31
Filed2026-05-06
TCI
0.00%TRANSCONTINENTAL RLTY INVS
Shares4.2K
Event2026-03-31
Filed2026-05-06
FS SPECIALTY LENDING FD
NewFS SPECIALTY LENDING FD
Shares11.5K
Event2026-03-31
Filed2026-05-06
EBF
0.00%ENNIS INC
Shares6.6K
Event2026-03-31
Filed2026-05-06
AGG
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-06
BROOKFIELD RENEWABLE CORP
2.26%BROOKFIELD RENEWABLE CORP
Shares3.5K
Event2026-03-31
Filed2026-05-06
IWD
0.00%ISHARES TR
Shares649
Event2026-03-31
Filed2026-05-06
ACWI
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-06
FPE
12.80%FIRST TR EXCH TRADED FD III
Shares7.6K
Event2026-03-31
Filed2026-05-06
NKE
3.33%NIKE INC
Shares2.5K
Event2026-03-31
Filed2026-05-06
MU
12.17%MICRON TECHNOLOGY INC
Shares387
Event2026-03-31
Filed2026-05-06
FRPH
0.00%FRP HLDGS INC
Shares5.9K
Event2026-03-31
Filed2026-05-06
SCHY
9.72%SCHWAB STRATEGIC TR
Shares4.1K
Event2026-03-31
Filed2026-05-06
IWF
0.00%ISHARES TR
Shares291
Event2026-03-31
Filed2026-05-06
AB
-6.53%ALLIANCEBERNSTEIN HLDG L P
Shares3.3K
Event2026-03-31
Filed2026-05-06
FIRST CTZNS BANCSHARES INC DEL
550.00%FIRST CTZNS BANCSHARES INC DEL
Shares65
Event2026-03-31
Filed2026-05-06
SPG
3.19%SIMON PPTY GROUP INC
Shares646
Event2026-03-31
Filed2026-05-06
CRM
74.93%SALESFORCE INC
Shares628
Event2026-03-31
Filed2026-05-06
EMR
0.00%EMERSON ELEC CO
Shares880
Event2026-03-31
Filed2026-05-06
CALF
48.24%PACER FDS TR
Shares2.6K
Event2026-03-31
Filed2026-05-06
OMC
1966.22%OMNICOM GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
COWZ
15.84%PACER FDS TR
Shares1.8K
Event2026-03-31
Filed2026-05-06
TFC
-6.47%TRUIST FINL CORP
Shares2.4K
Event2026-03-31
Filed2026-05-06
DVY
-6.06%ISHARES TR
Shares729
Event2026-03-31
Filed2026-05-06
FFWM
0.00%FIRST FNDTN INC
Shares18.3K
Event2026-03-31
Filed2026-05-06
CAG
63.11%CONAGRA BRANDS INC
Shares6.9K
Event2026-03-31
Filed2026-05-06
MET
5.98%METLIFE INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
NIC
0.00%NICOLET BANKSHARES INC
Shares720
Event2026-03-31
Filed2026-05-06
WDAY
-4.20%WORKDAY INC
Shares822
Event2026-03-31
Filed2026-05-06
SMID
0.00%SMITH MIDLAND CORP
Shares3.3K
Event2026-03-31
Filed2026-05-06
UBFO
0.00%UNITED SEC BANCSHARES CALIF
Shares10.1K
Event2026-03-31
Filed2026-05-06
XLP
0.39%SELECT SECTOR SPDR TR
Shares1.3K
Event2026-03-31
Filed2026-05-06
TKR
0.00%TIMKEN CO
Shares1.0K
Event2026-03-31
Filed2026-05-06
VCSH
-3.71%VANGUARD SCOTTSDALE FDS
Shares1.3K
Event2026-03-31
Filed2026-05-06
RVSB
0.00%RIVERVIEW BANCORP INC
Shares18.5K
Event2026-03-31
Filed2026-05-06
SPYG
0.00%SPDR SER TR
Shares1.0K
Event2026-03-31
Filed2026-05-06
EUSA
258.55%ISHARES INC
Shares986
Event2026-03-31
Filed2026-05-06
TCBK
0.00%TRICO BANCSHARES
Shares2.1K
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC COM
0.00%SOLSTICE ADVANCED MATLS INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-06
SDY
4.62%SPDR SER TR
Shares680
Event2026-03-31
Filed2026-05-06
HLX
0.00%HELIX ENERGY SOLUTIONS GRP INC
Shares10.0K
Event2026-03-31
Filed2026-05-06
EXE
0.00%EXPAND ENERGY CORPORATION
Shares900
Event2026-03-31
Filed2026-05-06
XLI
0.00%SELECT SECTOR SPDR TR
Shares610
Event2026-03-31
Filed2026-05-06
CVBF
0.00%CVB FINL CORP
Shares5.1K
Event2026-03-31
Filed2026-05-06
NE
0.00%NOBLE CORP PLC
Shares2.0K
Event2026-03-31
Filed2026-05-06
EXK
76.90%ENDEAVOUR SILVER CORP
Shares10.5K
Event2026-03-31
Filed2026-05-06
SO
1.01%SOUTHERN CO
Shares1.0K
Event2026-03-31
Filed2026-05-06
BARK INC
NewBARK INC
Shares191.3K
Event2026-03-31
Filed2026-05-06
EZU
0.00%ISHARES INC
Shares1.5K
Event2026-03-31
Filed2026-05-06
NXDT
6.63%NEXPOINT DIVERSIFIED REL ET TR
Shares20.7K
Event2026-03-31
Filed2026-05-06
ADP
0.00%AUTOMATIC DATA PROCESSING INC
Shares475
Event2026-03-31
Filed2026-05-06
OCFC
0.00%OCEANFIRST FINL CORP
Shares5.2K
Event2026-03-31
Filed2026-05-06
TGT
13.84%TARGET CORP
Shares773
Event2026-03-31
Filed2026-05-06
BUNGE GLOBAL SA COM
-9.43%BUNGE GLOBAL SA COM
Shares730
Event2026-03-31
Filed2026-05-06
HTGC
35.94%HERCULES CAPITAL INC
Shares6.2K
Event2026-03-31
Filed2026-05-06
SJM
59.73%SMUCKER J M CO
Shares952
Event2026-03-31
Filed2026-05-06
IEFA
-2.59%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-06
HRL
102.66%HORMEL FOODS CORP
Shares4.0K
Event2026-03-31
Filed2026-05-06
ITA
0.00%ISHARES TR
Shares412
Event2026-03-31
Filed2026-05-06
OTIS
-9.87%OTIS WORLDWIDE CORP
Shares1.1K
Event2026-03-31
Filed2026-05-06
EWG
0.00%ISHARES INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
BCAL
-1.84%CALIFORNIA BANCORP
Shares4.9K
Event2026-03-31
Filed2026-05-06
OVV
0.00%OVINTIV INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
EFA
5.64%ISHARES TR
Shares881
Event2026-03-31
Filed2026-05-06
BROOKFIELD INFRASTRUCTURE CO
2.67%BROOKFIELD INFRASTRUCTURE CO
Shares2.2K
Event2026-03-31
Filed2026-05-06
CNOB
-31.01%CONNECTONE BANCORP INC
Shares3.2K
Event2026-03-31
Filed2026-05-06
MPC
0.00%MARATHON PETE CORP
Shares339
Event2026-03-31
Filed2026-05-06
MMC
23.56%MARSH & MCLENNAN COS INC
Shares472
Event2026-03-31
Filed2026-05-06
EEM
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-06
NVST
0.00%ENVISTA HOLDINGS CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-05-06
EVRG
0.00%EVERGY INC
Shares956
Event2026-03-31
Filed2026-05-06
YLDE
4.76%LEGG MASON ETF INVT
Shares1.4K
Event2026-03-31
Filed2026-05-06
AEM
0.00%AGNICO EAGLE MINES LTD
Shares380
Event2026-03-31
Filed2026-05-06
NEM
0.00%NEWMONT CORP
Shares712
Event2026-03-31
Filed2026-05-06
IYF
0.00%ISHARES TR
Shares641
Event2026-03-31
Filed2026-05-06
ETR
2.77%ENTERGY CORP
Shares668
Event2026-03-31
Filed2026-05-06
UNILEVER PLC
32.55%UNILEVER PLC
Shares1.3K
Event2026-03-31
Filed2026-05-06
ILPT
0.00%INDUSTRIAL LOGISTICS PPTYS T
Shares13.0K
Event2026-03-31
Filed2026-05-06
JCI
-6.93%JOHNSON CTLS INTL PLC
Shares564
Event2026-03-31
Filed2026-05-06
CMS
0.00%CMS ENERGY CORP
Shares950
Event2026-03-31
Filed2026-05-06
PHYS
23.88%SPROTT PHYSICAL GOLD TR
Shares2.1K
Event2026-03-31
Filed2026-05-06
GM
-4.93%GENERAL MTRS CO
Shares983
Event2026-03-31
Filed2026-05-06
GLD
-8.65%SPDR GOLD TR
Shares169
Event2026-03-31
Filed2026-05-06
TPL
0.00%TEXAS PACIFIC LAND CORPORATION
Shares153
Event2026-03-31
Filed2026-05-06
APT
0.00%ALPHA PRO TECH LTD
Shares16.2K
Event2026-03-31
Filed2026-05-06
MDLZ
2.57%MONDELEZ INTL INC
Shares1.2K
Event2026-03-31
Filed2026-05-06
LYB
54.79%LYONDELLBASELL INDUSTRIES NV
Shares873
Event2026-03-31
Filed2026-05-06
PAG
0.00%PENSKE AUTOMOTIVE GRP INC
Shares465
Event2026-03-31
Filed2026-05-06
CB
0.00%CHUBB LTD SWITZ
Shares213
Event2026-03-31
Filed2026-05-06
BMO
-4.48%BANK MONTREAL MEDIUM
Shares512
Event2026-03-31
Filed2026-05-06
ESGV
4.33%VANGUARD WORLD FD
Shares603
Event2026-03-31
Filed2026-05-06
SHEL
0.00%SHELL PLC
Shares726
Event2026-03-31
Filed2026-05-06
MAR
0.00%MARRIOTT INTL INC
Shares200
Event2026-03-31
Filed2026-05-06
MFC
0.00%MANULIFE FINL CORP
Shares1.9K
Event2026-03-31
Filed2026-05-06
KR
0.00%KROGER CO
Shares900
Event2026-03-31
Filed2026-05-06
EASTERLY GOVT PPTYS INC COM
52.02%EASTERLY GOVT PPTYS INC COM
Shares3.0K
Event2026-03-31
Filed2026-05-06
CIEN
0.00%CIENA CORP
Shares165
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
-6.20%CITIGROUP INC
Shares560
Event2026-03-31
Filed2026-05-06
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACT
Shares186
Event2026-03-31
Filed2026-05-06
RLJ-PA
0.00%RLJ LODGING TR
Shares2.6K
Event2026-03-31
Filed2026-05-06
CSX
-1.62%CSX CORP
Shares1.5K
Event2026-03-31
Filed2026-05-06
VXUS
0.00%VANGUARD STAR FDS
Shares803
Event2026-03-31
Filed2026-05-06
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares178
Event2026-03-31
Filed2026-05-06
RY
0.00%ROYAL BK CDA
Shares375
Event2026-03-31
Filed2026-05-06
STANLEY BLACK & DECKER INC
29.03%STANLEY BLACK & DECKER INC
Shares849
Event2026-03-31
Filed2026-05-06
DBA
15.94%INVESCO DB MULTI-SECTOR COMM
Shares2.2K
Event2026-03-31
Filed2026-05-06
HYG
0.00%ISHARES TR
Shares748
Event2026-03-31
Filed2026-05-06
XLV
0.00%SELECT SECTOR SPDR TR
Shares402
Event2026-03-31
Filed2026-05-06
DVN
0.00%DEVON ENERGY CORP
Shares1.2K
Event2026-03-31
Filed2026-05-06
U
NewUNITY SOFTWARE INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
CTVA
0.00%CORTEVA INC
Shares678
Event2026-03-31
Filed2026-05-06
VBK
0.00%VANGUARD INDEX FDS
Shares183
Event2026-03-31
Filed2026-05-06
JEPI
-9.15%J P MORGAN EXCHANGE TRADED F
Shares943
Event2026-03-31
Filed2026-05-06
NTR
-2.77%NUTRIEN LTD
Shares701
Event2026-03-31
Filed2026-05-06
KNF
0.00%KNIFE RIVER CORP
Shares645
Event2026-03-31
Filed2026-05-06
RAL
0.00%RALLIANT CORP
Shares1.3K
Event2026-03-31
Filed2026-05-06
RMR
0.00%RMR GROUP INC
Shares3.3K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
-12.24%INVESCO EXCHANGE TRADED FD T
Shares1.1K
Event2026-03-31
Filed2026-05-06
PCAR
-0.23%PACCAR INC
Shares440
Event2026-03-31
Filed2026-05-06
NBIS
-2.02%NEBIUS GROUP N.V. SHS
Shares486
Event2026-03-31
Filed2026-05-06
ERII
0.00%ENERGY RECOVERY INC
Shares5.0K
Event2026-03-31
Filed2026-05-06
SII
0.00%SPROTT INC
Shares350
Event2026-03-31
Filed2026-05-06
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares365
Event2026-03-31
Filed2026-05-06
EBAY
58.48%EBAY INC.
Shares542
Event2026-03-31
Filed2026-05-06
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares427
Event2026-03-31
Filed2026-05-06
USMV
0.00%ISHARES TR
Shares529
Event2026-03-31
Filed2026-05-06
SCZ
0.00%ISHARES TR
Shares624
Event2026-03-31
Filed2026-05-06
MPTI
0.00%M-TRON INDS INC
Shares724
Event2026-03-31
Filed2026-05-06
QDEF
0.00%FLEXHARES TR
Shares605
Event2026-03-31
Filed2026-05-06
DTE
0.00%DTE ENERGY CO
Shares325
Event2026-03-31
Filed2026-05-06
HPE
0.00%HEWLETT PACKARD ENTERPRISE CO
Shares2.0K
Event2026-03-31
Filed2026-05-06
ANNALY CAPITAL MANAGEMENT INC
120.50%ANNALY CAPITAL MANAGEMENT INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
TOTL
0.00%SSGA ACTIVE ETF TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
SHO
-28.01%SUNSTONE HOTEL INVS INC
Shares5.1K
Event2026-03-31
Filed2026-05-06
VNT
0.00%VONTIER CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-06
SCHW
-11.64%SCHWAB CHARLES CORP
Shares486
Event2026-03-31
Filed2026-05-06
SPYM
-20.94%SPDR SER TR
Shares589
Event2026-03-31
Filed2026-05-06
XJH
0.00%ISHARES TR
Shares991
Event2026-03-31
Filed2026-05-06
BEN
0.00%FRANKLIN RESOURCES INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
VLTO
0.00%VERALTO CORP COM
Shares500
Event2026-03-31
Filed2026-05-06
WBD
0.00%WARNER BROS DISCOVERY INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
VTRS
-0.31%VIATRIS INC
Shares3.2K
Event2026-03-31
Filed2026-05-06
SVM
0.00%SILVERCORP METALS INC
Shares4.0K
Event2026-03-31
Filed2026-05-06
ESML
0.00%ISHARES TR
Shares904
Event2026-03-31
Filed2026-05-06
ADBE
10.13%ADOBE INC
Shares174
Event2026-03-31
Filed2026-05-06
ALL
-20.00%ALLSTATE CORP
Shares200
Event2026-03-31
Filed2026-05-06
APH
0.00%AMPHENOL CORP
Shares328
Event2026-03-31
Filed2026-05-06
MXC
0.00%MEXCO ENERGY CORP
Shares4.0K
Event2026-03-31
Filed2026-05-06
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares83
Event2026-03-31
Filed2026-05-06
PHG
0.00%KONINKLIJKE PHILIPS N V
Shares1.5K
Event2026-03-31
Filed2026-05-06
AL
0.00%AIR LEASE CORP
Shares615
Event2026-03-31
Filed2026-05-06
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares545
Event2026-03-31
Filed2026-05-06
DUPONT DE NEMOURS INC
0.00%DUPONT DE NEMOURS INC
Shares858
Event2026-03-31
Filed2026-05-06
CWT
0.00%CALIFORNIA WTR SVC GROUP
Shares855
Event2026-03-31
Filed2026-05-06
NI
-19.42%NISOURCE INC
Shares830
Event2026-03-31
Filed2026-05-06
LLY
-28.81%ELI LILLY & CO
Shares42
Event2026-03-31
Filed2026-05-06
GS
10.00%GOLDMAN SACHS GROUP INC
Shares44
Event2026-03-31
Filed2026-05-06
MAA
0.00%MID-AMER APT CMNTYS INC
Shares300
Event2026-03-31
Filed2026-05-06
FPF
0.00%FIRST TR INTER DURATN PFD & IN
Shares2.0K
Event2026-03-31
Filed2026-05-06
IGSB
0.00%ISHARES TR
Shares682
Event2026-03-31
Filed2026-05-06
NGVT
0.00%INGEVITY CORP
Shares500
Event2026-03-31
Filed2026-05-06
BANC
0.00%BANC OF CALIFORNIA INC
Shares2.0K
Event2026-03-31
Filed2026-05-06
SIL
NewGLOBAL X FDS
Shares390
Event2026-03-31
Filed2026-05-06
HURC
0.00%HURCO CO
Shares2.4K
Event2026-03-31
Filed2026-05-06
IYE
0.00%ISHARES TR
Shares535
Event2026-03-31
Filed2026-05-06
AVY
0.00%AVERY DENNISON CORP
Shares198
Event2026-03-31
Filed2026-05-06
SILJ
NewAMPLIFY ETF TR
Shares1.1K
Event2026-03-31
Filed2026-05-06
NOC
-16.67%NORTHROP GRUMMAN CORP
Shares50
Event2026-03-31
Filed2026-05-06
HOPE
-25.00%HOPE BANCORP INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
TECK
0.00%TECK RESOURCES LTD
Shares646
Event2026-03-31
Filed2026-05-06
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares163
Event2026-03-31
Filed2026-05-06
DBB
15.74%INVESCO DB MULTI-SECTOR COMM
Shares1.4K
Event2026-03-31
Filed2026-05-06
GLOBAL INDEMNITY GROUP LLC
0.00%GLOBAL INDEMNITY GROUP LLC
Shares1.2K
Event2026-03-31
Filed2026-05-06
TFLO
15.01%ISHARES TR
Shares636
Event2026-03-31
Filed2026-05-06
TMUS
-14.04%T-MOBILE US INC
Shares153
Event2026-03-31
Filed2026-05-06
SPSM
-3.93%SPDR SER TR
Shares660
Event2026-03-31
Filed2026-05-06
SLV
-4.69%ISHARES SILVER TR
Shares467
Event2026-03-31
Filed2026-05-06
IYM
0.00%ISHARES TR
Shares180
Event2026-03-31
Filed2026-05-06
OKLO
22.22%OKLO INC
Shares616
Event2026-03-31
Filed2026-05-06
KBE
0.59%SPDR SER TR
Shares512
Event2026-03-31
Filed2026-05-06
TD
-14.06%TORONTO DOMINION BK ONT
Shares324
Event2026-03-31
Filed2026-05-06
BOH
-30.43%BANK HAWAII CORP
Shares400
Event2026-03-31
Filed2026-05-06
IYJ
0.00%ISHARES TR
Shares200
Event2026-03-31
Filed2026-05-06
GPMT
0.00%GRANITE PT MTG TR INC
Shares20.2K
Event2026-03-31
Filed2026-05-06
TIP
1.95%ISHARES TR
Shares262
Event2026-03-31
Filed2026-05-06
VNQ
-15.93%VANGUARD INDEX FDS
Shares322
Event2026-03-31
Filed2026-05-06
PFF
8.67%ISHARES TR
Shares940
Event2026-03-31
Filed2026-05-06
TLH
4.89%ISHARES TR
Shares279
Event2026-03-31
Filed2026-05-06
REZI
0.00%RESIDEO TECHNOLOGIES INC
Shares833
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares105
Event2026-03-31
Filed2026-05-06
TM
14.66%TOYOTA MOTOR CORP
Shares133
Event2026-03-31
Filed2026-05-06
SOLV
2.98%SOLVENTUM CORP COM
Shares415
Event2026-03-31
Filed2026-05-06
DBC
19.11%INVESCO DB COMMDY INDX TRCK
Shares935
Event2026-03-31
Filed2026-05-06
PDT
0.00%HANCOCK JOHN PREM DIVID FD
Shares2.1K
Event2026-03-31
Filed2026-05-06
GRAL
0.00%GRAIL INC
Shares518
Event2026-03-31
Filed2026-05-06
VBR
0.00%VANGUARD INDEX FDS
Shares118
Event2026-03-31
Filed2026-05-06
JAAA
0.00%JANUS DETROIT STR TR
Shares501
Event2026-03-31
Filed2026-05-06
TJX
0.00%TJX COS INC
Shares158
Event2026-03-31
Filed2026-05-06
RWT
11.20%REDWOOD TRUST INC
Shares4.5K
Event2026-03-31
Filed2026-05-06
DIGITALBRIDGE GROUP INC
-4.01%DIGITALBRIDGE GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-05-06
PCVX
0.00%VAXCYTE INC
Shares432
Event2026-03-31
Filed2026-05-06
VIZSLA SILVER CORP
NewVIZSLA SILVER CORP
Shares7.6K
Event2026-03-31
Filed2026-05-06
IEO
0.00%ISHARES TR
Shares200
Event2026-03-31
Filed2026-05-06
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares199
Event2026-03-31
Filed2026-05-06
WSR
NewWHITESTONE REIT
Shares1.5K
Event2026-03-31
Filed2026-05-06
LUV
0.00%SOUTHWEST AIRLS CO
Shares640
Event2026-03-31
Filed2026-05-06
SPTM
0.00%SPDF SERIES TRUST
Shares304
Event2026-03-31
Filed2026-05-06
FAX
0.00%ABRDN ASIA PACIFIC INCOME FUND
Shares1.6K
Event2026-03-31
Filed2026-05-06
ENPH
25.25%ENPHASE ENERGY INC
Shares620
Event2026-03-31
Filed2026-05-06
PDBC
0.00%INVESCO ACTVELY MNGD ETC FD
Shares1.4K
Event2026-03-31
Filed2026-05-06
BIL
0.00%SPDR SER TR
Shares252
Event2026-03-31
Filed2026-05-06
NFLX
11.63%NETFLIX INC.
Shares240
Event2026-03-31
Filed2026-05-06
CL
21.92%COLGATE PALMOLIVE CO
Shares267
Event2026-03-31
Filed2026-05-06
ECG
0.00%EVERUS CONSTR GROUP
Shares193
Event2026-03-31
Filed2026-05-06
ITOT
0.00%ISHARES TR
Shares157
Event2026-03-31
Filed2026-05-06
UG
0.00%UNITED GUARDIAN INC
Shares3.3K
Event2026-03-31
Filed2026-05-06
BND
0.00%VANGUARD BD INDEX FDS
Shares299
Event2026-03-31
Filed2026-05-06
A
0.00%AGILENT TECHNOLOGIES INC
Shares193
Event2026-03-31
Filed2026-05-06
IUSV
0.00%ISHARES TR
Shares214
Event2026-03-31
Filed2026-05-06
PII
371.76%POLARIS INC
Shares401
Event2026-03-31
Filed2026-05-06
EPI
1.92%WISDOMTREE TR
Shares530
Event2026-03-31
Filed2026-05-06
FV
58.30%FIRST TR EXCHANGE-TRADED FD
Shares353
Event2026-03-31
Filed2026-05-06
FICO
-20.00%FAIR ISAAC CORP
Shares20
Event2026-03-31
Filed2026-05-06
ELAN
0.00%ELANCO ANIMAL HEALTH INC
Shares892
Event2026-03-31
Filed2026-05-06
RIVN
1.72%RIVIAN AUTOMOTIVE INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
AEE
0.00%AMEREN CORP
Shares193
Event2026-03-31
Filed2026-05-06
TSLA
-31.33%TESLA INC
Shares57
Event2026-03-31
Filed2026-05-06
EWU
0.00%ISHARES TR
Shares465
Event2026-03-31
Filed2026-05-06
HEI.A
0.00%HEICO CORP
Shares100
Event2026-03-31
Filed2026-05-06
BSV
0.00%VANGUARD BD INDEX FDS
Shares267
Event2026-03-31
Filed2026-05-06
SPDW
-27.55%SPDR INDEX SHS FDS
Shares455
Event2026-03-31
Filed2026-05-06
CEFS
NewEXCHANGE LISTED FDS TR
Shares900
Event2026-03-31
Filed2026-05-06
GRAYSCALE BITCOIN MINI TR ET
17.39%GRAYSCALE BITCOIN MINI TR ET
Shares675
Event2026-03-31
Filed2026-05-06
CMCSA
45.45%COMCAST CORP
Shares688
Event2026-03-31
Filed2026-05-06
MAT
0.00%MATTEL INC
Shares1.3K
Event2026-03-31
Filed2026-05-06
HALO
0.00%HALOZYME THERAPEUTICS INC
Shares300
Event2026-03-31
Filed2026-05-06
ACWV
0.00%ISHARES INC
Shares162
Event2026-03-31
Filed2026-05-06
OXY
0.00%OCCIDENTAL PETE CORP
Shares292
Event2026-03-31
Filed2026-05-06
IEMG
17.39%ISHARES INC
Shares270
Event2026-03-31
Filed2026-05-06
ALPS ETF TR
0.00%ALPS ETF TR
Shares357
Event2026-03-31
Filed2026-05-06
CHD
0.00%CHURCH & DWIGHT CO INC
Shares200
Event2026-03-31
Filed2026-05-06
VODAFONE GROUP PLC
0.00%VODAFONE GROUP PLC
Shares1.2K
Event2026-03-31
Filed2026-05-06
IYR
0.00%ISHARES TR
Shares196
Event2026-03-31
Filed2026-05-06
NOW
40.80%SERVICENOW INC
Shares176
Event2026-03-31
Filed2026-05-06
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INC
Shares258
Event2026-03-31
Filed2026-05-06
FITB
0.00%FIFTH THIRD BANCORP
Shares394
Event2026-03-31
Filed2026-05-06
SUN
0.00%SUNOCO LP/SUNOCO FIN CORP
Shares281
Event2026-03-31
Filed2026-05-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available