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The Analysis of CARY STREET PARTNERS FINANCIAL LLC's Holdings & P&L

Currently, CARY STREET PARTNERS FINANCIAL LLC holds 1085 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in VUG (+1.1M shares, valued at $92.0M), VO (+336.9K shares, valued at $27.1M), N/A (+125.8K shares, valued at $17.2M); decreased their positions in JGRO (-323.5K shares, valued at $31.9M), N/A (-313.5K shares, valued at $19.3M), N/A (-110.1K shares, valued at $9.7M); initiated new positions in N/A (+125.8K shares, valued at $17.2M), N/A (+244.9K shares, valued at $14.1M), QDVO (+431.2K shares, valued at $12.9M).

1M P&L

-6.7M-0.17%

3M P&L

+105.9M+2.75%

HY P&L

-388.8M-8.95%

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/A2.1B

54.7%

2Internet Content & Information141.4M

3.6%

3Consumer Electronics139.4M

3.6%

Top Industries by Stock Count

1N/A503 stocks

50.9%

2Banks - Regional29 stocks

2.9%

3Software - Application16 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD VALUE ETF650.3K shares-1.38%2026-06-302026-07-17

AAPL APPLE INC COM481.9K shares2.06%2026-06-302026-07-17

VUG VANGUARD GROWTH ETF1.3M shares451.14%2026-06-302026-07-17

GOOG ALPHABET INC CAP STK CL C228.5K shares-2.27%2026-06-302026-07-17

MSFT MICROSOFT CORP COM213.7K shares3.16%2026-06-302026-07-17

TACK Fairlead Tactical Sector ETF2.4M shares-1.58%2026-06-302026-07-17

EFG ISHARES MSCI EAFE GROWTH ETF516.7K shares-1.79%2026-06-302026-07-17

EFV ISHARES MSCI EAFE VALUE ETF814.2K shares11.35%2026-06-302026-07-17

Sponsored

FLXR TCW FLEXIBLE INCOME ETF1.5M shares-0.37%2026-06-302026-07-17

VB VANGUARD SMALL-CAP ETF190.4K shares-2.52%2026-06-302026-07-17

GOOGL ALPHABET INC CAP STK CL A158.5K shares1.39%2026-06-302026-07-17

JPIE JPMORGAN INCOME ETF1.2M shares8.63%2026-06-302026-07-17

AMZN AMAZON COM INC COM228.9K shares1.10%2026-06-302026-07-17

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF883.1K shares-9.44%2026-06-302026-07-17

NVDA NVIDIA CORPORATION COM247.2K shares3.77%2026-06-302026-07-17

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF129.3K shares1.64%2026-06-302026-07-17

Sponsored

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF59.0K shares-0.67%2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW79.9K shares-2.33%2026-06-302026-07-17

VOT VANGUARD MID-CAP GROWTH ETF127.0K shares19.08%2026-06-302026-07-17

PGIM PORTFOLIO BALLAST ETF PGIM PORTFOLIO BALLAST ETF1.2M shares-7.95%2026-06-302026-07-17

LLY ELI LILLY & CO COM30.9K shares12.03%2026-06-302026-07-17

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM110.3K shares4.88%2026-06-302026-07-17

VO VANGUARD MID-CAP ETF443.3K shares316.54%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON COM139.5K shares0.58%2026-06-302026-07-17

Sponsored

BIV VANGUARD INTERMEDIATE-TERM BOND ETF476.2K shares-2.19%2026-06-302026-07-17

ABBVIE INC COM ABBVIE INC COM132.9K shares3.07%2026-06-302026-07-17

VOE VANGUARD MID-CAP VALUE ETF184.0K shares-0.20%2026-06-302026-07-17

VIG VANGUARD DIVIDEND APPRECIATION ETF130.5K shares-1.30%2026-06-302026-07-17

RTX CORPORATION COM RTX CORPORATION COM159.0K shares2.67%2026-06-302026-07-17

URI UNITED RENTALS INC COM25.9K shares-1.21%2026-06-302026-07-17

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF333.6K shares-24.81%2026-06-302026-07-17

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF39.1K shares-3.67%2026-06-302026-07-17

Sponsored

VOO VANGUARD S&P 500 ETF42.5K shares5.93%2026-06-302026-07-17

CGDV CAPITAL GROUP DIVIDEND VALUE ETF571.1K shares1.89%2026-06-302026-07-17

PANW PALO ALTO NETWORKS INC COM81.3K shares-2.17%2026-06-302026-07-17

WMB WILLIAMS COS INC COM350.9K shares-0.83%2026-06-302026-07-17

MRK MERCK & CO INC COM201.1K shares-0.05%2026-06-302026-07-17

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF510.0K shares-25.49%2026-06-302026-07-17

RSP INVESCO S&P 500 EQUAL WEIGHT ETF119.8K shares10.77%2026-06-302026-07-17

CISCO SYS INC COM CISCO SYS INC COM215.9K shares-11.80%2026-06-302026-07-17

Sponsored

HD HOME DEPOT INC COM67.8K shares-8.18%2026-06-302026-07-17

IJR ISHARES CORE S&P SMALL CAP ETF158.6K shares1.21%2026-06-302026-07-17

VISA INC COM CL A VISA INC COM CL A68.2K shares1.47%2026-06-302026-07-17

QUANTA SVCS INC COM QUANTA SVCS INC COM32.4K shares-5.95%2026-06-302026-07-17

ASML ASML HLDG NV N Y REGISTRY SHS11.3K shares-2.20%2026-06-302026-07-17

TXN TEXAS INSTRS INC COM75.1K shares-0.15%2026-06-302026-07-17

QQQ INVESCO QQQ TRUST SERIES I29.2K shares14.56%2026-06-302026-07-17

CAT CATERPILLAR INC COM20.1K shares-5.79%2026-06-302026-07-17

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH ETF172.5K shares304.98%2026-06-302026-07-17

NBOS NEUBERGER OPTION STRATEGY ETF759.0K shares-3.04%2026-06-302026-07-17

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF134.4K shares-0.96%2026-06-302026-07-17

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM22.3K shares0.76%2026-06-302026-07-17

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF600.1K shares0.38%2026-06-302026-07-17

MLI MUELLER INDS INC COM320.0K shares92.80%2026-06-302026-07-17

ETN EATON CORP PLC SHS47.5K shares1.57%2026-06-302026-07-17

HOLA JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF362.6K shares38.82%2026-06-302026-07-17

Sponsored

JGRO JPMORGAN ACTIVE GROWTH ETF201.0K shares-61.68%2026-06-302026-07-17

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF314.8K shares-49.90%2026-06-302026-07-17

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND223.9K shares87.25%2026-06-302026-07-17

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND707.0K shares1.84%2026-06-302026-07-17

GLW CORNING INC COM71.2K shares9.71%2026-06-302026-07-17

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS125.8K sharesnew addition2026-06-302026-07-17

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF144.0K shares-0.70%2026-06-302026-07-17

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF323.6K shares10.77%2026-06-302026-07-17

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM33.3K shares3.27%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC COM14.0K shares-16.86%2026-06-302026-07-17

FDX FEDEX CORP COM50.0K shares-2.10%2026-06-302026-07-17

Alerian MLP ETF Alerian MLP ETF299.7K shares1.81%2026-06-302026-07-17

PG PROCTER & GAMBLE CO COM104.8K shares1.07%2026-06-302026-07-17

BROADCOM INC COM BROADCOM INC COM40.1K shares-3.20%2026-06-302026-07-17

XLK Technology Select Sector SPDR Fund79.4K shares-0.36%2026-06-302026-07-17

GS GOLDMAN SACHS GROUP INC COM14.2K shares-1.67%2026-06-302026-07-17

Sponsored

JAAA Janus Henderson AAA CLO ETF280.0K shares47.89%2026-06-302026-07-17

JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF244.9K sharesnew addition2026-06-302026-07-17

APH AMPHENOL CORP CL A79.9K shares1.39%2026-06-302026-07-17

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF307.6K shares-9.73%2026-06-302026-07-17

CVX CHEVRON CORPORATION COM83.6K shares1.07%2026-06-302026-07-17

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF202.2K shares-9.22%2026-06-302026-07-17

AXP AMERICAN EXPRESS CO COM40.3K shares1.70%2026-06-302026-07-17

CBOE CBOE GLOBAL MKTS INC COM55.9K shares-5.48%2026-06-302026-07-17

Sponsored

QCOM QUALCOMM INC COM73.3K shares-27.55%2026-06-302026-07-17

FEGE FIRST EAGLE GLOBAL EQUITY ETF276.4K shares7.14%2026-06-302026-07-17

META PLATFORMS INC CL A META PLATFORMS INC CL A23.6K shares1.39%2026-06-302026-07-17

CGBL CAPITAL GROUP CORE BALANCED ETF347.7K shares1.19%2026-06-302026-07-17

WSM WILLIAMS SONOMA INC COM55.7K shares0.41%2026-06-302026-07-17

QDVO AMPLIFY CWP GROWTH & INCOME ETF431.2K sharesnew addition2026-06-302026-07-17

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF209.2K shares-3.47%2026-06-302026-07-17

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF216.4K shares7.28%2026-06-302026-07-17

Sponsored

CME CME GROUP INC COM56.2K shares-0.22%2026-06-302026-07-17

NDAQ NASDAQ INC COM154.6K shares-0.37%2026-06-302026-07-17

DOMINION ENERGY INC COM DOMINION ENERGY INC COM177.9K shares5.44%2026-06-302026-07-17

WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND - WTPI356.7K shares8.90%2026-06-302026-07-17

USFR WisdomTree Floating Rate Treasury Fund230.7K shares-15.08%2026-06-302026-07-17

BA BOEING CO COM53.5K shares14.05%2026-06-302026-07-17

BWXT BWX TECHNOLOGIES INC COM59.3K shares3.92%2026-06-302026-07-17

VRTX VERTEX PHARMACEUTICALS INC COM22.6K shares0.46%2026-06-302026-07-17

Sponsored

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF257.5K shares6.24%2026-06-302026-07-17

VONG VANGUARD RUSSELL 1000 GROWTH ETF84.1K shares-5.66%2026-06-302026-07-17

MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF113.1K shares-0.54%2026-06-302026-07-17

VBK VANGUARD SMALL-CAP GROWTH ETF28.1K shares0.27%2026-06-302026-07-17

FLOT ISHARES FLOATING RATE BOND ETF201.1K shares7.23%2026-06-302026-07-17

GLD SPDR GOLD SHARES27.7K shares18.08%2026-06-302026-07-17

KO COCA COLA CO COM124.9K shares1.78%2026-06-302026-07-17

PGX INVESCO PREFERRED ETF932.6K shares-8.34%2026-06-302026-07-17

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ETF226.4K shares0.68%2026-06-302026-07-17

VOOV VANGUARD S&P 500 VALUE ETF44.6K shares1.90%2026-06-302026-07-17

PEP PEPSICO INC COM71.7K shares1.29%2026-06-302026-07-17

SYY SYSCO CORP COM116.0K shares0.71%2026-06-302026-07-17

IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF230.4K sharesnew addition2026-06-302026-07-17

AKRE AKRE FOCUS ETF178.9K shares0.18%2026-06-302026-07-17

LRCX LAM RESEARCH CORP COM NEW21.7K shares1.26%2026-06-302026-07-17

ANET ARISTA NETWORKS INC COM SHS55.2K shares81.23%2026-06-302026-07-17

Sponsored

GD GENERAL DYNAMICS CORP COM26.4K shares-0.99%2026-06-302026-07-17

BAC BANK OF AMER CORP COM162.1K shares17.71%2026-06-302026-07-17

JPMORGAN EQUITY PREMIUM YIELD ETF JPMORGAN EQUITY PREMIUM YIELD ETF169.5K sharesnew addition2026-06-302026-07-17

SCHM SCHWAB U.S. MID-CAP ETF248.6K shares-0.86%2026-06-302026-07-17

COWZ PACER US CASH COWS 100 ETF147.1K shares35.73%2026-06-302026-07-17

JIVE JPMORGAN INTERNATIONAL VALUE ETF99.1K shares13.23%2026-06-302026-07-17

VEA VANGUARD FTSE DEVELOPED MARKETS ETF146.2K shares-5.78%2026-06-302026-07-17

DIS DISNEY WALT CO COM93.6K shares1.50%2026-06-302026-07-17

Sponsored

IYW iShares U.S. Technology ETF35.5K shares-3.48%2026-06-302026-07-17

UL UNILEVER PLC (US ADR)147.1K shares1.57%2026-06-302026-07-17

VV VANGUARD LARGE-CAP ETF49.0K shares-0.79%2026-06-302026-07-17

MEDTRONIC PLC SHS MEDTRONIC PLC SHS112.9K shares9.61%2026-06-302026-07-17

DVN DEVON ENERGY CORP NEW COM205.2K shares0.40%2026-06-302026-07-17

CP CANADIAN PACIFIC KANSAS CITY COM97.8K shares-0.15%2026-06-302026-07-17

IWM ISHARES RUSSELL 2000 ETF28.1K shares-1.93%2026-06-302026-07-17

APPLIED MATLS INC COM APPLIED MATLS INC COM11.7K shares-14.42%2026-06-302026-07-17

Sponsored

LOW LOWES COS INC COM38.1K shares-3.04%2026-06-302026-07-17

IBM INTERNATIONAL BUSINESS MACHS COM29.5K shares4.94%2026-06-302026-07-17

TT TRANE TECHNOLOGIES PLC SHS16.8K shares-1.66%2026-06-302026-07-17

SCHD SCHWAB US DIVIDEND EQUITY ETF258.7K shares-19.28%2026-06-302026-07-17

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF86.3K shares-0.74%2026-06-302026-07-17

KMI KINDER MORGAN INC DEL COM251.6K shares-1.43%2026-06-302026-07-17

CORTEVA INC COM CORTEVA INC COM93.8K shares1.20%2026-06-302026-07-17

MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND173.6K shares4.61%2026-06-302026-07-17

Sponsored

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF88.3K shares-3.70%2026-06-302026-07-17

WIP STATE STREET SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ET200.4K shares1.28%2026-06-302026-07-17

MS MORGAN STANLEY COM NEW36.7K shares5.01%2026-06-302026-07-17

IJH ISHARES CORE S&P MID-CAP ETF95.4K shares0.80%2026-06-302026-07-17

AMD ADVANCED MICRO DEVICES INC COM12.6K shares-23.46%2026-06-302026-07-17

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF145.6K shares-55.64%2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC COM173.2K shares2.96%2026-06-302026-07-17

CFG CITIZENS FINL GROUP INC COM104.0K shares-1.29%2026-06-302026-07-17

Sponsored

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM32.9K sharesnew addition2026-06-302026-07-17

NXP SEMICONDUCTORS N V COM NXP SEMICONDUCTORS N V COM25.7K shares96.85%2026-06-302026-07-17

MELI MERCADOLIBRE INC COM4.3K shares0.28%2026-06-302026-07-17

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND147.7K shares40.32%2026-06-302026-07-17

EFA ISHARES MSCI EAFE ETF68.7K shares-0.63%2026-06-302026-07-17

ORACLE CORP COM ORACLE CORP COM48.6K shares-6.32%2026-06-302026-07-17

CDNS CADENCE DESIGN SYSTEM INC COM18.6K shares1.92%2026-06-302026-07-17

KMB KIMBERLY-CLARK CORP COM62.2K shares16.51%2026-06-302026-07-17

Sponsored

VBR VANGUARD SMALL CAP VALUE ETF27.7K shares1.68%2026-06-302026-07-17

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A8.8K shares-12.89%2026-06-302026-07-17

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF73.7K shares-1.33%2026-06-302026-07-17

BND VANGUARD TOTAL BOND MARKET ETF90.2K shares-15.29%2026-06-302026-07-17

HOOD ROBINHOOD MKTS INC COM CL A66.0K shares7.70%2026-06-302026-07-17

HONEYWELL INTL INC COM HONEYWELL INTL INC COM29.5K sharesnew addition2026-06-302026-07-17

MBB ISHARES MBS ETF69.4K shares-7.55%2026-06-302026-07-17

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF67.4K shares-0.72%2026-06-302026-07-17

Sponsored

DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF140.9K shares-0.64%2026-06-302026-07-17

ADOBE INC COM ADOBE INC COM31.0K shares-4.82%2026-06-302026-07-17

AMGN AMGEN INC COM17.4K shares2.68%2026-06-302026-07-17

DE DEERE & CO COM9.9K shares-1.44%2026-06-302026-07-17

CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF190.4K shares5.47%2026-06-302026-07-17

CGGE CAPITAL GROUP GLOBAL EQUITY ETF176.9K shares-8.65%2026-06-302026-07-17

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF78.0K shares16.93%2026-06-302026-07-17

LECO LINCOLN ELEC HLDGS INC COM23.1K shares0.00%2026-06-302026-07-17

Sponsored

WMT WALMART INC COM53.9K shares1.38%2026-06-302026-07-17

FHN FIRST HORIZON CORPORATION COM235.9K shares-1.65%2026-06-302026-07-17

TSLA TESLA INC COM14.3K shares33.81%2026-06-302026-07-17

BMY BRISTOL-MYERS SQUIBB CO COM104.3K shares9.13%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW COM NEW46.5K shares14.92%2026-06-302026-07-17

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF59.2K shares-0.92%2026-06-302026-07-17

LMT LOCKHEED MARTIN CORP COM11.5K shares29.62%2026-06-302026-07-17

DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND136.0K shares-1.03%2026-06-302026-07-17

Sponsored

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A49.3K shares49.07%2026-06-302026-07-17

PSX PHILLIPS 66 COM33.9K shares-1.07%2026-06-302026-07-17

XLV Health Care Select Sector SPDR Fund36.0K shares-1.19%2026-06-302026-07-17

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS12.0K shares-2.09%2026-06-302026-07-17

C CITIGROUP INC COM NEW40.4K shares22.73%2026-06-302026-07-17

FIW FIRST TRUST WATER ETF51.5K sharesnew addition2026-06-302026-07-17

CI THE CIGNA GROUP COM20.3K shares11.97%2026-06-302026-07-17

PWV INVESCO LARGE CAP VALUE ETF72.7K shares3.69%2026-06-302026-07-17

Sponsored

TSCO TRACTOR SUPPLY CO COM174.1K shares6469.43%2026-06-302026-07-17

LIN LINDE PLC SHS10.5K shares2.88%2026-06-302026-07-17

NSC NORFOLK SOUTHN CORP COM17.2K shares13.27%2026-06-302026-07-17

CGGR CAPITAL GROUP GROWTH ETF113.1K shares2.00%2026-06-302026-07-17

SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF59.6K shares145.26%2026-06-302026-07-17

STLD STEEL DYNAMICS INC COM23.1K shares-6.90%2026-06-302026-07-17

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS36.2K shares-0.65%2026-06-302026-07-17

PLD PROLOGIS INC. COM38.9K shares-1.45%2026-06-302026-07-17

Sponsored

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF53.6K shares-25.78%2026-06-302026-07-17

NEM NEWMONT CORP COM55.7K shares6.83%2026-06-302026-07-17

CSL CARLISLE COS INC COM14.3K shares9.53%2026-06-302026-07-17

ACYN FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF248.5K sharesnew addition2026-06-302026-07-17

AJG GALLAGHER ARTHUR J & CO COM22.3K shares3.31%2026-06-302026-07-17

JPEF JPMORGAN EQUITY FOCUS ETF63.8K shares2.93%2026-06-302026-07-17

PNFP PINNACLE FINL PARTNERS INC COM50.2K shares0.00%2026-06-302026-07-17

UNP UNION PAC CORP COM18.5K shares1.63%2026-06-302026-07-17

Sponsored

EVRG EVERGY INC COM56.3K shares-5.92%2026-06-302026-07-17

JSCP JPMORGAN SHORT DURATION CORE PLUS ETF102.9K shares-6.18%2026-06-302026-07-17

WINN HARBOR LONG-TERM GROWERS ETF149.3K shares6.21%2026-06-302026-07-17

BKR BAKER HUGHES COMPANY CL A86.4K shares-0.03%2026-06-302026-07-17

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF120.9K shares-0.41%2026-06-302026-07-17

P EVERPURE INC CL A59.3K shares2.07%2026-06-302026-07-17

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF92.4K shares4.43%2026-06-302026-07-17

AVEM AVANTIS EMERGING MARKETS EQUITY ETF47.7K sharesnew addition2026-06-302026-07-17

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RY ROYAL BK CDA COM21.9K shares0.17%2026-06-302026-07-17

TJX TJX COS INC NEW COM29.8K shares15.81%2026-06-302026-07-17

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A8.7K shares-0.63%2026-06-302026-07-17

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM20.0K shares-3.05%2026-06-302026-07-17

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF79.6K shares25.98%2026-06-302026-07-17

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND43.9K shares107.27%2026-06-302026-07-17

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM10.6K shares3.54%2026-06-302026-07-17

TSN TYSON FOODS INC CL A76.6K shares21.54%2026-06-302026-07-17

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DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF98.3K shares0.10%2026-06-302026-07-17

IVW ISHARES S&P 500 GROWTH ETF31.6K shares-0.38%2026-06-302026-07-17

TEL TE CONNECTIVITY PLC ORD SHS21.6K shares-14.85%2026-06-302026-07-17

ROP ROPER TECHNOLOGIES INC COM12.7K shares-0.04%2026-06-302026-07-17

J JACOBS SOLUTIONS INC COM33.7K shares16.71%2026-06-302026-07-17

FMX FOMENTO ECONOMICO MEXICANO SAB (US ADR)33.0K shares3.34%2026-06-302026-07-17

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF41.9K shares-7.30%2026-06-302026-07-17

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF17.3K shares11.22%2026-06-302026-07-17

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CAG CONAGRA BRANDS INC COM308.9K shares36.95%2026-06-302026-07-17

Utilities Select Sector SPDR Fund Utilities Select Sector SPDR Fund91.0K shares-3.69%2026-06-302026-07-17

QSR RESTAURANT BRANDS INTL INC COM56.6K shares1.60%2026-06-302026-07-17

LABCORP HOLDINGS INC COM SHS LABCORP HOLDINGS INC COM SHS14.6K shares-0.97%2026-06-302026-07-17

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF80.7K shares2.30%2026-06-302026-07-17

ABT ABBOTT LABORATORIES COM44.8K shares-6.46%2026-06-302026-07-17

NTR NUTRIEN LTD COM64.4K shares3.95%2026-06-302026-07-17

SHEL SHELL PLC SPON ADS51.5K shares-4.04%2026-06-302026-07-17

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ACLC AMERICAN CENTURY LARGE CAP EQUITY ETF47.3K sharesnew addition2026-06-302026-07-17

BK BANK OF NY MELLON CORP COM27.5K shares0.05%2026-06-302026-07-17

XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF76.2K shares3.55%2026-06-302026-07-17

HBAN HUNTINGTON BANCSHARES INC COM220.2K shares-1.87%2026-06-302026-07-17

IWD ISHARES RUSSELL 1000 VALUE ETF15.9K shares-1.69%2026-06-302026-07-17

DASH DOORDASH INC CL A20.8K shares4.75%2026-06-302026-07-17

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF34.7K shares-9.98%2026-06-302026-07-17

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF64.8K shares0.83%2026-06-302026-07-17

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MCD MCDONALDS CORP COM14.1K shares24.01%2026-06-302026-07-17

USB US BANCORP COM NEW62.8K shares7.58%2026-06-302026-07-17

VUSB VANGUARD ULTRA-SHORT BOND ETF74.8K shares14.19%2026-06-302026-07-17

PFE PFIZER INC COM153.9K shares10.22%2026-06-302026-07-17

GE GE AEROSPACE COM NEW9.9K shares64.68%2026-06-302026-07-17

B BARRICK MNG CORP COM SHS100.5K shares2.58%2026-06-302026-07-17

TFC TRUIST FINL CORP COM73.6K shares-1.78%2026-06-302026-07-17

FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF87.4K sharesnew addition2026-06-302026-07-17

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INGR INGREDION INC COM38.5K shares17.09%2026-06-302026-07-17

SOUTHERN CO COM SOUTHERN CO COM38.0K shares-0.73%2026-06-302026-07-17

XLF Financial Select Sector SPDR Fund67.6K shares7.97%2026-06-302026-07-17

MAR MARRIOTT INTL INC NEW CL A9.8K shares-0.47%2026-06-302026-07-17

BFS SAUL CTRS INC COM96.6K shares4.80%2026-06-302026-07-17

VGK VANGUARD FTSE EUROPE ETF40.7K shares-0.55%2026-06-302026-07-17

RBCAA REPUBLIC BANCORP INC KY CL A39.3K shares-0.25%2026-06-302026-07-17

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK23.5K sharesnew addition2026-06-302026-07-17

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RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF43.5K shares10.76%2026-06-302026-07-17

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF38.4K shares-1.23%2026-06-302026-07-17

ULTA BEAUTY INC COM ULTA BEAUTY INC COM7.8K shares53.18%2026-06-302026-07-17

MMC MARSH & MCLENNAN COS INC COM20.9K shares4.32%2026-06-302026-07-17

FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND27.3K sharesnew addition2026-06-302026-07-17

ITW ILLINOIS TOOL WKS INC COM12.8K shares0.20%2026-06-302026-07-17

FBCG FIDELITY BLUE CHIP GROWTH ETF54.3K shares11.30%2026-06-302026-07-17

GEV GE VERNOVA INC COM2.8K shares-8.40%2026-06-302026-07-17

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TBLL INVESCO SHORT TERM TREASURY ETF31.7K shares49.56%2026-06-302026-07-17

TAFI AB TAX-AWARE SHORT DURATION MUNICIPAL ETF131.8K shares226.48%2026-06-302026-07-17

BTZ BLACKROCK CR ALLOCATION COM324.8K shares7.64%2026-06-302026-07-17

MET METLIFE INC COM38.8K shares2.42%2026-06-302026-07-17

BUFR FT VEST LADDERED BUFFER ETF89.9K shares27.06%2026-06-302026-07-17

AON AON PLC SHS CL A9.8K shares31.86%2026-06-302026-07-17

ADI ANALOG DEVICES INC COM8.1K shares1.21%2026-06-302026-07-17

MUB ISHARES NATIONAL MUNI BOND ETF29.5K shares-2.43%2026-06-302026-07-17

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DELL DELL TECHNOLOGIES INC CL C7.2K shares368.33%2026-06-302026-07-17

QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY100.4K shares-2.14%2026-06-302026-07-17

SYK STRYKER CORPORATION COM9.8K shares-0.33%2026-06-302026-07-17

CHUBB LIMITED COM CHUBB LIMITED COM8.9K shares9.24%2026-06-302026-07-17

VWO VANGUARD FTSE EMERGING MARKETS ETF50.6K shares-9.04%2026-06-302026-07-17

HAL HALLIBURTON CO COM88.9K shares-1.36%2026-06-302026-07-17

VTEB VANGUARD TAX-EXEMPT BOND ETF59.7K shares-4.36%2026-06-302026-07-17

XLI Industrial Select Sector SPDR Fund16.3K shares2.52%2026-06-302026-07-17

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NETFLIX INC. COM NETFLIX INC. COM42.1K shares30.95%2026-06-302026-07-17

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM34.2K shares23.08%2026-06-302026-07-17

TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF58.5K sharesnew addition2026-06-302026-07-17

QQQM INVESCO NASDAQ 100 ETF9.7K shares2.52%2026-06-302026-07-17

AEP AMERICAN ELEC PWR CO INC COM21.3K shares-44.55%2026-06-302026-07-17

SCHW SCHWAB CHARLES CORP COM31.6K shares-2.41%2026-06-302026-07-17

EG EVEREST GROUP LTD COM8.2K shares-1.34%2026-06-302026-07-17

CRM SALESFORCE INC COM18.5K shares-15.08%2026-06-302026-07-17

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UBER UBER TECHNOLOGIES INC COM40.2K shares-13.93%2026-06-302026-07-17

INDA ISHARES MSCI INDIA ETF58.2K shares-7.05%2026-06-302026-07-17

ET ENERGY TRANSFER L P COM UT LTD PTN150.1K shares0.42%2026-06-302026-07-17

PRU PRUDENTIAL FINL INC COM26.5K shares3.12%2026-06-302026-07-17

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF118.2K shares9.19%2026-06-302026-07-17

PFF ISHARES PREFERRED & INCOME SECURITIES ETF93.9K shares-6.34%2026-06-302026-07-17

PDI PIMCO DYNAMIC INCOME FD SHS169.3K shares0.11%2026-06-302026-07-17

Q QNITY ELECTRONICS INC COMMON STOCK17.2K shares-0.82%2026-06-302026-07-17

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SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF41.4K shares8.13%2026-06-302026-07-17

FLTR VanEck Investment Grade Floating Rate ETF109.0K shares3.24%2026-06-302026-07-17

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF117.5K shares-2.97%2026-06-302026-07-17

MHD BLACKROCK MUNIHOLDINGS FD INC COM231.4K shares14.43%2026-06-302026-07-17

SHY ISHARES 1-3 YEAR TREASURY BOND ETF33.5K shares-5.13%2026-06-302026-07-17

BP BP PLC SPONSORED ADR73.9K shares-13.14%2026-06-302026-07-17

SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF121.2K shares12.95%2026-06-302026-07-17

MO ALTRIA GROUP INC COM37.7K shares-4.24%2026-06-302026-07-17

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ED CONSOLIDATED EDISON INC COM24.5K shares-0.16%2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC COM11.0K shares27.68%2026-06-302026-07-17

INTU INTUIT COM10.3K shares-25.39%2026-06-302026-07-17

HFSI HARTFORD STRATEGIC INCOME ETF76.7K shares14.04%2026-06-302026-07-17

AMT AMERICAN TOWER CORP COM16.5K shares8.22%2026-06-302026-07-17

SPYI NEOS S&P 500 HIGH INCOME ETF50.6K shares-9.90%2026-06-302026-07-17

TOST TOAST INC CL A96.5K shares-0.06%2026-06-302026-07-17

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF39.4K shares20.39%2026-06-302026-07-17

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HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF91.1K shares1.46%2026-06-302026-07-17

TEAM ATLASSIAN CORPORATION CL A33.0K sharesnew addition2026-06-302026-07-17

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF29.5K shares2.22%2026-06-302026-07-17

ARK INNOVATION ETF ARK INNOVATION ETF31.0K shares-6.71%2026-06-302026-07-17

LBO WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF103.8K sharesnew addition2026-06-302026-07-17

BSV VANGUARD SHORT-TERM BOND ETF32.0K shares0.90%2026-06-302026-07-17

XLC Communication Services Select Sector SPDR Fund23.3K shares4.18%2026-06-302026-07-17

IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF118.2K shares15.76%2026-06-302026-07-17

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XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF49.5K shares-6.12%2026-06-302026-07-17

BX BLACKSTONE INC COM21.1K shares0.39%2026-06-302026-07-17

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD13.1K shares25.72%2026-06-302026-07-17

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM7.5K shares-0.49%2026-06-302026-07-17

AGM FEDERAL AGRIC MTG CORP CL C12.3K shares-2.01%2026-06-302026-07-17

FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF122.6K sharesnew addition2026-06-302026-07-17

USMV ISHARES MSCI USA MIN VOL FACTOR ETF24.8K shares-11.11%2026-06-302026-07-17

CMG CHIPOTLE MEXICAN GRILL INC COM70.1K shares21.31%2026-06-302026-07-17

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BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF23.9K shares0.07%2026-06-302026-07-17

IWR ISHARES RUSSELL MIDCAP ETF21.5K shares9.37%2026-06-302026-07-17

T AT&T INC COM114.6K shares56.29%2026-06-302026-07-17

HFND UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF96.5K sharesnew addition2026-06-302026-07-17

PPG PPG INDS INC COM19.4K shares37.55%2026-06-302026-07-17

MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF20.9K shares-3.11%2026-06-302026-07-17

BLK BLACKROCK INC COM2.4K shares-3.04%2026-06-302026-07-17

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF22.5K sharesnew addition2026-06-302026-07-17

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BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF109.8K shares46.12%2026-06-302026-07-17

AFL AFLAC INC COM19.2K shares42.01%2026-06-302026-07-17

XLP Consumer Staples Select Sector SPDR Fund27.0K shares4.31%2026-06-302026-07-17

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF63.6K sharesnew addition2026-06-302026-07-17

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF23.4K shares15.90%2026-06-302026-07-17

CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF59.1K shares2.60%2026-06-302026-07-17

DOCU DOCUSIGN INC COM49.5K shares-17.51%2026-06-302026-07-17

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF50.8K shares55.42%2026-06-302026-07-17

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WFC WELLS FARGO & CO COM26.3K shares2.04%2026-06-302026-07-17

COP CONOCOPHILLIPS COM20.7K shares-0.34%2026-06-302026-07-17

VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF28.2K shares0.92%2026-06-302026-07-17

SDY STATE STREET SPDR S&P DIVIDEND ETF14.0K shares-4.86%2026-06-302026-07-17

INTC INTEL CORP COM15.0K shares0.87%2026-06-302026-07-17

IWP ISHARES RUSSELL MID-CAP GROWTH ETF14.3K shares-1.04%2026-06-302026-07-17

VGSH VANGUARD SHORT-TERM TREASURY ETF35.6K shares0.40%2026-06-302026-07-17

WTW WILLIS TOWERS WATSON PLC LTD SHS7.9K shares-2.35%2026-06-302026-07-17

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FBND FIDELITY TOTAL BOND ETF45.5K shares12.61%2026-06-302026-07-17

USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF18.8K sharesnew addition2026-06-302026-07-17

VGT VANGUARD INFORMATION TECHNOLOGY ETF17.3K shares640.09%2026-06-302026-07-17

XLY Consumer Discretionary Select Sector SPDR Fund17.5K shares1.86%2026-06-302026-07-17

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF12.5K shares26.41%2026-06-302026-07-17

KLAC KLA CORP COM NEW6.8K shares936.28%2026-06-302026-07-17

ZOETIS INC CL A ZOETIS INC CL A28.5K shares-56.68%2026-06-302026-07-17

SMG SCOTTS MIRACLE-GRO CO CL A29.7K shares22.40%2026-06-302026-07-17

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DVY ISHARES SELECT DIVIDEND ETF12.9K shares-9.98%2026-06-302026-07-17

IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF13.7K shares0.00%2026-06-302026-07-17

HAEMONETICS CORP MASS COM HAEMONETICS CORP MASS COM26.7K shares7.26%2026-06-302026-07-17

GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI182.7K shares1.86%2026-06-302026-07-17

PH PARKER-HANNIFIN CORP COM2.0K shares34.61%2026-06-302026-07-17

SPG SIMON PPTY GROUP INC NEW COM8.7K shares-7.59%2026-06-302026-07-17

EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF17.1K shares9.40%2026-06-302026-07-17

ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A7.4K shares12.21%2026-06-302026-07-17

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VANECK GOLD MINERS ETF VANECK GOLD MINERS ETF25.8K shares-3.96%2026-06-302026-07-17

DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF40.2K shares-3.61%2026-06-302026-07-17

XLE Energy Select Sector SPDR Fund36.4K shares12.14%2026-06-302026-07-17

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF55.6K shares-4.11%2026-06-302026-07-17

PM PHILIP MORRIS INTL INC COM10.7K shares4.65%2026-06-302026-07-17

MKL MARKEL GROUP INC COM987 shares21.85%2026-06-302026-07-17

EPD ENTERPRISE PRODS PARTNERS L P COM52.4K shares1.03%2026-06-302026-07-17

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF46.3K shares-0.65%2026-06-302026-07-17

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IBIT ISHARES BITCOIN TRUST ETF57.0K shares94.51%2026-06-302026-07-17

JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF18.5K sharesnew addition2026-06-302026-07-17

FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND16.9K sharesnew addition2026-06-302026-07-17

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF35.7K shares22.90%2026-06-302026-07-17

OBDC BLUE OWL CAPITAL CORPORATION COM171.0K shares-21.70%2026-06-302026-07-17

MAS MASCO CORP COM22.8K shares125.23%2026-06-302026-07-17

IEI ISHARES 3-7 YEAR TREASURY BOND ETF15.8K shares-8.54%2026-06-302026-07-17

XBI STATE STREET SPDR S&P BIOTECH ETF11.7K shares2.35%2026-06-302026-07-17

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DIVP CULLEN ENHANCED EQUITY INCOME ETF68.6K shares42.85%2026-06-302026-07-17

RUNN RUNNING OAK EFFICIENT GROWTH ETF56.8K sharesnew addition2026-06-302026-07-17

AUB ATLANTIC UN BANKSHARES CORP COM43.1K shares-6.50%2026-06-302026-07-17

DB DEUTSCHE BK AG NAMEN AKT53.8K shares-2.84%2026-06-302026-07-17

VRP INVESCO VARIABLE RATE PREFERRED ETF74.4K shares1.80%2026-06-302026-07-17

THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF19.8K shares1.97%2026-06-302026-07-17

JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF18.7K shares8.99%2026-06-302026-07-17

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF48.9K shares-0.64%2026-06-302026-07-17

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MPC MARATHON PETE CORP COM7.0K shares-0.20%2026-06-302026-07-17

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF73.6K shares-10.53%2026-06-302026-07-17

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST3.4K shares4.00%2026-06-302026-07-17

RKLB ROCKET LAB CORP COM17.5K sharesnew addition2026-06-302026-07-17

DHR DANAHER CORP DEL COM9.3K shares45.48%2026-06-302026-07-17

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF11.1K shares1.79%2026-06-302026-07-17

SBUX STARBUCKS CORP COM16.6K shares2.74%2026-06-302026-07-17

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DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK12.4K sharesnew addition2026-06-302026-07-17

PKG PACKAGING CORP AMER COM6.9K shares-7.94%2026-06-302026-07-17

TROW PRICE T ROWE GROUP INC COM14.2K shares16.54%2026-06-302026-07-17

ELV ELEVANCE HEALTH INC FORMERLY A COM4.2K shares-7.16%2026-06-302026-07-17

HALOZYME THERAPEUTICS INC COM HALOZYME THERAPEUTICS INC COM20.4K shares0.00%2026-06-302026-07-17

ORLY OREILLY AUTOMOTIVE INC COM17.3K shares157.30%2026-06-302026-07-17

ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF21.4K shares-0.46%2026-06-302026-07-17

CL COLGATE PALMOLIVE CO COM17.2K shares-0.18%2026-06-302026-07-17

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GILD GILEAD SCIENCES INC COM12.4K shares104.32%2026-06-302026-07-17

QBTS D-WAVE QUANTUM INC COM65.1K shares70.61%2026-06-302026-07-17

MGV VANGUARD MEGA CAP VALUE ETF9.5K shares-0.06%2026-06-302026-07-17

CVS CVS HEALTH CORP COM14.9K shares-8.49%2026-06-302026-07-17

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST2.2K shares-0.91%2026-06-302026-07-17

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF15.7K shares2.67%2026-06-302026-07-17

UPS UNITED PARCEL SVCS INC CL B13.9K shares11.40%2026-06-302026-07-17

EWW ISHARES MSCI MEXICO ETF19.7K sharesnew addition2026-06-302026-07-17

Sponsored

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A11.9K shares-43.61%2026-06-302026-07-17

NTRA NATERA INC COM5.4K shares655.54%2026-06-302026-07-17

TGT TARGET CORP COM11.2K shares-1.40%2026-06-302026-07-17

CSX CSX CORP COM30.6K shares37.00%2026-06-302026-07-17

REMX VANECK RARE EARTH AND STRATEGIC METALS ETF16.3K sharesnew addition2026-06-302026-07-17

IRM IRON MTN INC DEL COM11.4K shares1.23%2026-06-302026-07-17

NULG NUVEEN ESG LARGE-CAP GROWTH ETF12.3K shares-18.71%2026-06-302026-07-17

NOC NORTHROP GRUMMAN CORP COM2.8K shares55.48%2026-06-302026-07-17

Sponsored

AHLT AMERICAN BEACON AHL TREND ETF49.7K sharesnew addition2026-06-302026-07-17

BPRE BLUEROCK PVT REAL ESTATE FD COM109.9K shares-7.23%2026-06-302026-07-17

DAR DARLING INGREDIENTS INC COM26.1K shares-29.61%2026-06-302026-07-17

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF21.2K shares-2.65%2026-06-302026-07-17

TLN TALEN ENERGY CORP COM3.7K shares384.87%2026-06-302026-07-17

GWX STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF32.2K shares0.00%2026-06-302026-07-17

FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW5.9K shares-5.36%2026-06-302026-07-17

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF55.6K shares8.85%2026-06-302026-07-17

Sponsored

IAU ISHARES GOLD TRUST18.6K shares-1.05%2026-06-302026-07-17

MGMT BALLAST SMALL/MID CAP ETF27.3K sharesnew addition2026-06-302026-07-17

VPU VANGUARD UTILITIES ETF7.1K shares33.57%2026-06-302026-07-17

NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF34.4K shares0.00%2026-06-302026-07-17

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF58.6K shares0.00%2026-06-302026-07-17

IIF MORGAN STANLEY INDIA INVT FD COM59.1K sharesnew addition2026-06-302026-07-17

NFG NATIONAL FUEL GAS CO COM17.4K shares91.18%2026-06-302026-07-17

PPI ASTORIA REAL ASSETS ETF62.7K sharesnew addition2026-06-302026-07-17

Sponsored

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF25.0K shares0.28%2026-06-302026-07-17

CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF26.2K shares0.00%2026-06-302026-07-17

MTRX MATRIX SVC CO COM96.5K shares2.63%2026-06-302026-07-17

SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF26.2K shares1.42%2026-06-302026-07-17

JPST JPMORGAN ULTRA-SHORT INCOME ETF25.8K shares3.23%2026-06-302026-07-17

COF CAPITAL ONE FINL CORP COM6.5K shares0.36%2026-06-302026-07-17

CFR CULLEN FROST BANKERS INC COM8.3K shares3.56%2026-06-302026-07-17

ETR ENTERGY CORP NEW COM11.2K shares0.48%2026-06-302026-07-17

Sponsored

NEWZ STOCKSNIPS AI-POWERED SENTIMENT US ALL CAP ETF41.4K sharesnew addition2026-06-302026-07-17

RVTY REVVITY INC COM11.1K shares10.19%2026-06-302026-07-17

JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND20.8K shares-13.87%2026-06-302026-07-17

LNG CHENIERE ENERGY INC COM NEW5.1K shares37.87%2026-06-302026-07-17

DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER25.4K shares-12.91%2026-06-302026-07-17

NKE NIKE INC CL B29.3K shares12.74%2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP COM4.8K shares216.50%2026-06-302026-07-17

ADP AUTOMATIC DATA PROCESSING INC COM5.4K shares-1.92%2026-06-302026-07-17

Sponsored

GUMI GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF23.8K shares6.78%2026-06-302026-07-17

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK7.0K sharesnew addition2026-06-302026-07-17

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF21.1K shares0.00%2026-06-302026-07-17

UNM UNUM GROUP COM13.2K sharesnew addition2026-06-302026-07-17

RRR RED ROCK RESORTS INC CL A18.1K shares7.56%2026-06-302026-07-17

GWW WW GRAINGER INC COM857 shares-7.95%2026-06-302026-07-17

IVE ISHARES S&P 500 VALUE ETF5.1K shares9.78%2026-06-302026-07-17

RPG INVESCO S&P 500 PURE GROWTH ETF18.2K shares0.01%2026-06-302026-07-17

Sponsored

VST VISTRA CORP COM7.2K shares2350.85%2026-06-302026-07-17

VXF VANGUARD EXTENDED MARKET ETF4.7K shares0.00%2026-06-302026-07-17

OKE ONEOK INC NEW COM13.2K shares-0.75%2026-06-302026-07-17

SHYD VANECK SHORT HIGH YIELD MUNI ETF49.4K shares12.57%2026-06-302026-07-17

AVY AVERY DENNISON CORP COM7.0K shares-1.78%2026-06-302026-07-17

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF40.1K sharesnew addition2026-06-302026-07-17

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF25.9K shares10.31%2026-06-302026-07-17

SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP16.6K shares0.00%2026-06-302026-07-17

Sponsored

DFAW DIMENSIONAL WORLD EQUITY ETF13.4K shares10.63%2026-06-302026-07-17

MSI MOTOROLA SOLUTIONS INC COM NEW2.7K shares-0.92%2026-06-302026-07-17

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM2.4K shares40.05%2026-06-302026-07-17

PTY PIMCO CORPORATE & INCOME OPPOR COM92.3K shares1.72%2026-06-302026-07-17

MRVL MARVELL TECHNOLOGY INC COM3.7K shares56.71%2026-06-302026-07-17

EFX EQUIFAX INC COM6.9K shares-5.10%2026-06-302026-07-17

RACE FERRARI N V COM3.0K shares97.52%2026-06-302026-07-17

RSG REPUBLIC SVCS INC COM5.2K shares69.31%2026-06-302026-07-17

Sponsored

OXY OCCIDENTAL PETE CORP COM22.5K shares11.61%2026-06-302026-07-17

SLV ISHARES SILVER TRUST20.3K shares0.46%2026-06-302026-07-17

JPC NUVEEN PFD & INCOME OPPORTUNIT COM137.1K shares0.00%2026-06-302026-07-17

IWS ISHARES RUSSELL MID-CAP VALUE ETF6.6K shares0.26%2026-06-302026-07-17

TMUS T-MOBILE US INC COM6.4K shares17.86%2026-06-302026-07-17

BSX BOSTON SCIENTIFIC CORP COM25.1K shares16.73%2026-06-302026-07-17

SMH VANECK SEMICONDUCTOR ETF1.6K shares2.53%2026-06-302026-07-17

SPIP STATE STREET SPDR PORTFOLIO TIPS ETF41.3K shares-3.81%2026-06-302026-07-17

Sponsored

VMC VULCAN MATLS CO COM3.5K shares12.13%2026-06-302026-07-17

BKLN INVESCO SENIOR LOAN ETF50.6K shares-0.55%2026-06-302026-07-17

MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF21.2K sharesnew addition2026-06-302026-07-17

ARCHER AVIATION INC COM CL A ARCHER AVIATION INC COM CL A215.5K shares51.84%2026-06-302026-07-17

XLB MATERIALS SELECT SECTOR SPDR FUND19.9K shares8.03%2026-06-302026-07-17

WSC WILLSCOT HLDGS CORP COM CL A35.0K shares-26.93%2026-06-302026-07-17

DOV DOVER CORP COM4.5K shares0.36%2026-06-302026-07-17

AGO ASSURED GUARANTY LTD COM12.5K shares-16.84%2026-06-302026-07-17

Sponsored

MGK VANGUARD MEGA CAP GROWTH ETF11.2K shares409.39%2026-06-302026-07-17

SOXX ISHARES SEMICONDUCTOR ETF1.5K shares29.90%2026-06-302026-07-17

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF11.7K shares5.70%2026-06-302026-07-17

ELAN ELANCO ANIMAL HEALTH INC COM39.5K shares0.19%2026-06-302026-07-17

VTV

VANGUARD VALUE ETF

-1.38%

Shares650.3K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC COM

2.06%

Shares481.9K

Event2026-06-30

Filed2026-07-17

VUG

VANGUARD GROWTH ETF

451.14%

Shares1.3M

Event2026-06-30

Filed2026-07-17

GOOG

ALPHABET INC CAP STK CL C

-2.27%

Shares228.5K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP COM

3.16%

Shares213.7K

Event2026-06-30

Filed2026-07-17

TACK

Fairlead Tactical Sector ETF

-1.58%

Shares2.4M

Event2026-06-30

Filed2026-07-17

EFG

ISHARES MSCI EAFE GROWTH ETF

-1.79%

Shares516.7K

Event2026-06-30

Filed2026-07-17

EFV

ISHARES MSCI EAFE VALUE ETF

11.35%

Shares814.2K

Event2026-06-30

Filed2026-07-17

FLXR

TCW FLEXIBLE INCOME ETF

-0.37%

Shares1.5M

Event2026-06-30

Filed2026-07-17

VANGUARD SMALL-CAP ETF

-2.52%

Shares190.4K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC CAP STK CL A

1.39%

Shares158.5K

Event2026-06-30

Filed2026-07-17

JPIE

JPMORGAN INCOME ETF

8.63%

Shares1.2M

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC COM

1.10%

Shares228.9K

Event2026-06-30

Filed2026-07-17

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-9.44%

Shares883.1K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION COM

3.77%

Shares247.2K

Event2026-06-30

Filed2026-07-17

VANGUARD TOTAL STOCK MARKET ETF

1.64%

Shares129.3K

Event2026-06-30

Filed2026-07-17

STATE STREET SPDR S&P 500 ETF

-0.67%

Shares59.0K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-2.33%

Shares79.9K

Event2026-06-30

Filed2026-07-17

VOT

VANGUARD MID-CAP GROWTH ETF

19.08%

Shares127.0K

Event2026-06-30

Filed2026-07-17

PGIM PORTFOLIO BALLAST ETF

-7.95%

Shares1.2M

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO COM

12.03%

Shares30.9K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO COM

4.88%

Shares110.3K

Event2026-06-30

Filed2026-07-17

VANGUARD MID-CAP ETF

316.54%

Shares443.3K

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON COM

0.58%

Shares139.5K

Event2026-06-30

Filed2026-07-17

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

-2.19%

Shares476.2K

Event2026-06-30

Filed2026-07-17

ABBVIE INC COM

3.07%

Shares132.9K

Event2026-06-30

Filed2026-07-17

VOE

VANGUARD MID-CAP VALUE ETF

-0.20%

Shares184.0K

Event2026-06-30

Filed2026-07-17

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-1.30%

Shares130.5K

Event2026-06-30

Filed2026-07-17

RTX CORPORATION COM

2.67%

Shares159.0K

Event2026-06-30

Filed2026-07-17

URI

UNITED RENTALS INC COM

-1.21%

Shares25.9K

Event2026-06-30

Filed2026-07-17

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-24.81%

Shares333.6K

Event2026-06-30

Filed2026-07-17

ISHARES CORE S&P 500 ETF

-3.67%

Shares39.1K

Event2026-06-30

Filed2026-07-17

VOO

VANGUARD S&P 500 ETF

5.93%

Shares42.5K

Event2026-06-30

Filed2026-07-17

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

1.89%

Shares571.1K

Event2026-06-30

Filed2026-07-17

PANW

PALO ALTO NETWORKS INC COM

-2.17%

Shares81.3K

Event2026-06-30

Filed2026-07-17

WMB

WILLIAMS COS INC COM

-0.83%

Shares350.9K

Event2026-06-30

Filed2026-07-17

MRK

MERCK & CO INC COM

-0.05%

Shares201.1K

Event2026-06-30

Filed2026-07-17

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-25.49%

Shares510.0K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

10.77%

Shares119.8K

Event2026-06-30

Filed2026-07-17

CISCO SYS INC COM

-11.80%

Shares215.9K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC COM

-8.18%

Shares67.8K

Event2026-06-30

Filed2026-07-17

IJR

ISHARES CORE S&P SMALL CAP ETF

1.21%

Shares158.6K

Event2026-06-30

Filed2026-07-17

VISA INC COM CL A

1.47%

Shares68.2K

Event2026-06-30

Filed2026-07-17

QUANTA SVCS INC COM

-5.95%

Shares32.4K

Event2026-06-30

Filed2026-07-17

ASML

ASML HLDG NV N Y REGISTRY SHS

-2.20%

Shares11.3K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC COM

-0.15%

Shares75.1K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TRUST SERIES I

14.56%

Shares29.2K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC COM

-5.79%

Shares20.1K

Event2026-06-30

Filed2026-07-17

IWF

ISHARES RUSSELL 1000 GROWTH ETF

304.98%

Shares172.5K

Event2026-06-30

Filed2026-07-17

NBOS

NEUBERGER OPTION STRATEGY ETF

-3.04%

Shares759.0K

Event2026-06-30

Filed2026-07-17

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-0.96%

Shares134.4K

Event2026-06-30

Filed2026-07-17

COSTCO WHOLESALE CORPORATION COM

0.76%

Shares22.3K

Event2026-06-30

Filed2026-07-17

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.38%

Shares600.1K

Event2026-06-30

Filed2026-07-17

MLI

MUELLER INDS INC COM

92.80%

Shares320.0K

Event2026-06-30

Filed2026-07-17

ETN

EATON CORP PLC SHS

1.57%

Shares47.5K

Event2026-06-30

Filed2026-07-17

HOLA

JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF

38.82%

Shares362.6K

Event2026-06-30

Filed2026-07-17

JGRO

JPMORGAN ACTIVE GROWTH ETF

-61.68%

Shares201.0K

Event2026-06-30

Filed2026-07-17

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-49.90%

Shares314.8K

Event2026-06-30

Filed2026-07-17

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

87.25%

Shares223.9K

Event2026-06-30

Filed2026-07-17

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

1.84%

Shares707.0K

Event2026-06-30

Filed2026-07-17

GLW

CORNING INC COM

9.71%

Shares71.2K

Event2026-06-30

Filed2026-07-17

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares125.8K

Event2026-06-30

Filed2026-07-17

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-0.70%

Shares144.0K

Event2026-06-30

Filed2026-07-17

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

10.77%

Shares323.6K

Event2026-06-30

Filed2026-07-17

TMO

THERMO FISHER SCIENTIFIC INC COM

3.27%

Shares33.3K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC COM

-16.86%

Shares14.0K

Event2026-06-30

Filed2026-07-17

FDX

FEDEX CORP COM

-2.10%

Shares50.0K

Event2026-06-30

Filed2026-07-17

Alerian MLP ETF

1.81%

Shares299.7K

Event2026-06-30

Filed2026-07-17

PROCTER & GAMBLE CO COM

1.07%

Shares104.8K

Event2026-06-30

Filed2026-07-17

BROADCOM INC COM

-3.20%

Shares40.1K

Event2026-06-30

Filed2026-07-17

XLK

Technology Select Sector SPDR Fund

-0.36%

Shares79.4K

Event2026-06-30

Filed2026-07-17

GOLDMAN SACHS GROUP INC COM

-1.67%

Shares14.2K

Event2026-06-30

Filed2026-07-17

JAAA

Janus Henderson AAA CLO ETF

47.89%

Shares280.0K

Event2026-06-30

Filed2026-07-17

JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF

New

Shares244.9K

Event2026-06-30

Filed2026-07-17

APH

AMPHENOL CORP CL A

1.39%

Shares79.9K

Event2026-06-30

Filed2026-07-17

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

-9.73%

Shares307.6K

Event2026-06-30

Filed2026-07-17

CVX

CHEVRON CORPORATION COM

1.07%

Shares83.6K

Event2026-06-30

Filed2026-07-17

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

-9.22%

Shares202.2K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO COM

1.70%

Shares40.3K

Event2026-06-30

Filed2026-07-17

CBOE

CBOE GLOBAL MKTS INC COM

-5.48%

Shares55.9K

Event2026-06-30

Filed2026-07-17

QCOM

QUALCOMM INC COM

-27.55%

Shares73.3K

Event2026-06-30

Filed2026-07-17

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

7.14%

Shares276.4K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC CL A

1.39%

Shares23.6K

Event2026-06-30

Filed2026-07-17

CGBL

CAPITAL GROUP CORE BALANCED ETF

1.19%

Shares347.7K

Event2026-06-30

Filed2026-07-17

WSM

WILLIAMS SONOMA INC COM

0.41%

Shares55.7K

Event2026-06-30

Filed2026-07-17

QDVO

AMPLIFY CWP GROWTH & INCOME ETF

New

Shares431.2K

Event2026-06-30

Filed2026-07-17

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-3.47%

Shares209.2K

Event2026-06-30

Filed2026-07-17

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

7.28%

Shares216.4K

Event2026-06-30

Filed2026-07-17

CME

CME GROUP INC COM

-0.22%

Shares56.2K

Event2026-06-30

Filed2026-07-17

NDAQ

NASDAQ INC COM

-0.37%

Shares154.6K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC COM

5.44%

Shares177.9K

Event2026-06-30

Filed2026-07-17

WTPI

WISDOMTREE EQUITY PREMIUM INCOME FUND - WTPI

8.90%

Shares356.7K

Event2026-06-30

Filed2026-07-17

USFR

WisdomTree Floating Rate Treasury Fund

-15.08%

Shares230.7K

Event2026-06-30

Filed2026-07-17

BOEING CO COM

14.05%

Shares53.5K

Event2026-06-30

Filed2026-07-17

BWXT

BWX TECHNOLOGIES INC COM

3.92%

Shares59.3K

Event2026-06-30

Filed2026-07-17

VRTX

VERTEX PHARMACEUTICALS INC COM

0.46%

Shares22.6K

Event2026-06-30

Filed2026-07-17

CGGO

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF

6.24%

Shares257.5K

Event2026-06-30

Filed2026-07-17

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-5.66%

Shares84.1K

Event2026-06-30

Filed2026-07-17

MDYV

STATE STREET SPDR S&P 400 MID CAP VALUE ETF

-0.54%

Shares113.1K

Event2026-06-30

Filed2026-07-17

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.27%

Shares28.1K

Event2026-06-30

Filed2026-07-17

FLOT

ISHARES FLOATING RATE BOND ETF

7.23%

Shares201.1K

Event2026-06-30

Filed2026-07-17

GLD

SPDR GOLD SHARES

18.08%

Shares27.7K

Event2026-06-30

Filed2026-07-17

COCA COLA CO COM

1.78%

Shares124.9K

Event2026-06-30

Filed2026-07-17

PGX

INVESCO PREFERRED ETF

-8.34%

Shares932.6K

Event2026-06-30

Filed2026-07-17

CGUS

CAPITAL GROUP CORE EQUITY ETF

0.68%

Shares226.4K

Event2026-06-30

Filed2026-07-17

VOOV

VANGUARD S&P 500 VALUE ETF

1.90%

Shares44.6K

Event2026-06-30

Filed2026-07-17

PEP

PEPSICO INC COM

1.29%

Shares71.7K

Event2026-06-30

Filed2026-07-17

SYY

SYSCO CORP COM

0.71%

Shares116.0K

Event2026-06-30

Filed2026-07-17

IDVO

AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF

New

Shares230.4K

Event2026-06-30

Filed2026-07-17

AKRE

AKRE FOCUS ETF

0.18%

Shares178.9K

Event2026-06-30

Filed2026-07-17

LRCX

LAM RESEARCH CORP COM NEW

1.26%

Shares21.7K

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC COM SHS

81.23%

Shares55.2K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP COM

-0.99%

Shares26.4K

Event2026-06-30

Filed2026-07-17

BAC

BANK OF AMER CORP COM

17.71%

Shares162.1K

Event2026-06-30

Filed2026-07-17

JPMORGAN EQUITY PREMIUM YIELD ETF

New

Shares169.5K

Event2026-06-30

Filed2026-07-17

SCHM

SCHWAB U.S. MID-CAP ETF

-0.86%

Shares248.6K

Event2026-06-30

Filed2026-07-17

COWZ

PACER US CASH COWS 100 ETF

35.73%

Shares147.1K

Event2026-06-30

Filed2026-07-17

JIVE

JPMORGAN INTERNATIONAL VALUE ETF

13.23%

Shares99.1K

Event2026-06-30

Filed2026-07-17

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-5.78%

Shares146.2K

Event2026-06-30

Filed2026-07-17

DIS

DISNEY WALT CO COM

1.50%

Shares93.6K

Event2026-06-30

Filed2026-07-17

IYW

iShares U.S. Technology ETF

-3.48%

Shares35.5K

Event2026-06-30

Filed2026-07-17

UNILEVER PLC (US ADR)

1.57%

Shares147.1K

Event2026-06-30

Filed2026-07-17

VANGUARD LARGE-CAP ETF

-0.79%

Shares49.0K

Event2026-06-30

Filed2026-07-17

MEDTRONIC PLC SHS

9.61%

Shares112.9K

Event2026-06-30

Filed2026-07-17

DVN

DEVON ENERGY CORP NEW COM

0.40%

Shares205.2K

Event2026-06-30

Filed2026-07-17

CANADIAN PACIFIC KANSAS CITY COM

-0.15%

Shares97.8K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES RUSSELL 2000 ETF

-1.93%

Shares28.1K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC COM

-14.42%

Shares11.7K

Event2026-06-30

Filed2026-07-17

LOW

LOWES COS INC COM

-3.04%

Shares38.1K

Event2026-06-30

Filed2026-07-17

IBM

INTERNATIONAL BUSINESS MACHS COM

4.94%

Shares29.5K

Event2026-06-30

Filed2026-07-17

TRANE TECHNOLOGIES PLC SHS

-1.66%

Shares16.8K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-19.28%

Shares258.7K

Event2026-06-30

Filed2026-07-17

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

-0.74%

Shares86.3K

Event2026-06-30

Filed2026-07-17

KMI

KINDER MORGAN INC DEL COM

-1.43%

Shares251.6K

Event2026-06-30

Filed2026-07-17

CORTEVA INC COM

1.20%

Shares93.8K

Event2026-06-30

Filed2026-07-17

MINO

PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND

4.61%

Shares173.6K

Event2026-06-30

Filed2026-07-17

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

-3.70%

Shares88.3K

Event2026-06-30

Filed2026-07-17

WIP

STATE STREET SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ET

1.28%

Shares200.4K

Event2026-06-30

Filed2026-07-17

MORGAN STANLEY COM NEW

5.01%

Shares36.7K

Event2026-06-30

Filed2026-07-17

IJH

ISHARES CORE S&P MID-CAP ETF

0.80%

Shares95.4K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC COM

-23.46%

Shares12.6K

Event2026-06-30

Filed2026-07-17

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-55.64%

Shares145.6K

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC COM

2.96%

Shares173.2K

Event2026-06-30

Filed2026-07-17

CFG

CITIZENS FINL GROUP INC COM

-1.29%

Shares104.0K

Event2026-06-30

Filed2026-07-17

HONEYWELL AEROSPACE INC COM

New

Shares32.9K

Event2026-06-30

Filed2026-07-17

NXP SEMICONDUCTORS N V COM

96.85%

Shares25.7K

Event2026-06-30

Filed2026-07-17

MELI

MERCADOLIBRE INC COM

0.28%

Shares4.3K

Event2026-06-30

Filed2026-07-17

JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

40.32%

Shares147.7K

Event2026-06-30

Filed2026-07-17

EFA

ISHARES MSCI EAFE ETF

-0.63%

Shares68.7K

Event2026-06-30

Filed2026-07-17

ORACLE CORP COM

-6.32%

Shares48.6K

Event2026-06-30

Filed2026-07-17

CDNS

CADENCE DESIGN SYSTEM INC COM

1.92%

Shares18.6K

Event2026-06-30

Filed2026-07-17

KMB

KIMBERLY-CLARK CORP COM

16.51%

Shares62.2K

Event2026-06-30

Filed2026-07-17

VBR

VANGUARD SMALL CAP VALUE ETF

1.68%

Shares27.7K

Event2026-06-30

Filed2026-07-17

CROWDSTRIKE HLDGS INC CL A

-12.89%

Shares8.8K

Event2026-06-30

Filed2026-07-17

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

-1.33%

Shares73.7K

Event2026-06-30

Filed2026-07-17

BND

VANGUARD TOTAL BOND MARKET ETF

-15.29%

Shares90.2K

Event2026-06-30

Filed2026-07-17

HOOD

ROBINHOOD MKTS INC COM CL A

7.70%

Shares66.0K

Event2026-06-30

Filed2026-07-17

HONEYWELL INTL INC COM

New

Shares29.5K

Event2026-06-30

Filed2026-07-17

MBB

ISHARES MBS ETF

-7.55%

Shares69.4K

Event2026-06-30

Filed2026-07-17

ISHARES CORE MSCI EAFE ETF

-0.72%

Shares67.4K

Event2026-06-30

Filed2026-07-17

DBND

DOUBLELINE OPPORTUNISTIC CORE BOND ETF

-0.64%

Shares140.9K

Event2026-06-30

Filed2026-07-17

ADOBE INC COM

-4.82%

Shares31.0K

Event2026-06-30

Filed2026-07-17

AMGN

AMGEN INC COM

2.68%

Shares17.4K

Event2026-06-30

Filed2026-07-17

DEERE & CO COM

-1.44%

Shares9.9K

Event2026-06-30

Filed2026-07-17

CGMM

CAPITAL GROUP U.S. SMALL AND MID CAP ETF

5.47%

Shares190.4K

Event2026-06-30

Filed2026-07-17

CGGE

CAPITAL GROUP GLOBAL EQUITY ETF

-8.65%

Shares176.9K

Event2026-06-30

Filed2026-07-17

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

16.93%

Shares78.0K

Event2026-06-30

Filed2026-07-17

LECO

LINCOLN ELEC HLDGS INC COM

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC COM

1.38%

Shares53.9K

Event2026-06-30

Filed2026-07-17

FHN

FIRST HORIZON CORPORATION COM

-1.65%

Shares235.9K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC COM

33.81%

Shares14.3K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO COM

9.13%

Shares104.3K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW COM NEW

14.92%

Shares46.5K

Event2026-06-30

Filed2026-07-17

ISHARES CORE U.S. AGGREGATE BOND ETF

-0.92%

Shares59.2K

Event2026-06-30

Filed2026-07-17

LMT

LOCKHEED MARTIN CORP COM

29.62%

Shares11.5K

Event2026-06-30

Filed2026-07-17

DIVI

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

-1.03%

Shares136.0K

Event2026-06-30

Filed2026-07-17

PALANTIR TECHNOLOGIES INC CL A

49.07%

Shares49.3K

Event2026-06-30

Filed2026-07-17

PSX

PHILLIPS 66 COM

-1.07%

Shares33.9K

Event2026-06-30

Filed2026-07-17

XLV

Health Care Select Sector SPDR Fund

-1.19%

Shares36.0K

Event2026-06-30

Filed2026-07-17

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-2.09%

Shares12.0K

Event2026-06-30

Filed2026-07-17

CITIGROUP INC COM NEW

22.73%

Shares40.4K

Event2026-06-30

Filed2026-07-17

FIW

FIRST TRUST WATER ETF

New

Shares51.5K

Event2026-06-30

Filed2026-07-17

THE CIGNA GROUP COM

11.97%

Shares20.3K

Event2026-06-30

Filed2026-07-17

PWV

INVESCO LARGE CAP VALUE ETF

3.69%

Shares72.7K

Event2026-06-30

Filed2026-07-17

TSCO

TRACTOR SUPPLY CO COM

6469.43%

Shares174.1K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC SHS

2.88%

Shares10.5K

Event2026-06-30

Filed2026-07-17

NSC

NORFOLK SOUTHN CORP COM

13.27%

Shares17.2K

Event2026-06-30

Filed2026-07-17

CGGR

CAPITAL GROUP GROWTH ETF

2.00%

Shares113.1K

Event2026-06-30

Filed2026-07-17

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

145.26%

Shares59.6K

Event2026-06-30

Filed2026-07-17

STLD

STEEL DYNAMICS INC COM

-6.90%

Shares23.1K

Event2026-06-30

Filed2026-07-17

JOHNSON CTLS INTL PLC SHS

-0.65%

Shares36.2K

Event2026-06-30

Filed2026-07-17

PLD

PROLOGIS INC. COM

-1.45%

Shares38.9K

Event2026-06-30

Filed2026-07-17

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

-25.78%

Shares53.6K

Event2026-06-30

Filed2026-07-17

NEM

NEWMONT CORP COM

6.83%

Shares55.7K

Event2026-06-30

Filed2026-07-17

CSL

CARLISLE COS INC COM

9.53%

Shares14.3K

Event2026-06-30

Filed2026-07-17

ACYN

FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF

New

Shares248.5K

Event2026-06-30

Filed2026-07-17

AJG

GALLAGHER ARTHUR J & CO COM

3.31%

Shares22.3K

Event2026-06-30

Filed2026-07-17

JPEF

JPMORGAN EQUITY FOCUS ETF

2.93%

Shares63.8K

Event2026-06-30

Filed2026-07-17

PNFP

PINNACLE FINL PARTNERS INC COM

0.00%

Shares50.2K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP COM

1.63%

Shares18.5K

Event2026-06-30

Filed2026-07-17

EVRG

EVERGY INC COM

-5.92%

Shares56.3K

Event2026-06-30

Filed2026-07-17

JSCP

JPMORGAN SHORT DURATION CORE PLUS ETF

-6.18%

Shares102.9K

Event2026-06-30

Filed2026-07-17

WINN

HARBOR LONG-TERM GROWERS ETF

6.21%

Shares149.3K

Event2026-06-30

Filed2026-07-17

BKR

BAKER HUGHES COMPANY CL A

-0.03%

Shares86.4K

Event2026-06-30

Filed2026-07-17

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-0.41%

Shares120.9K

Event2026-06-30

Filed2026-07-17

EVERPURE INC CL A

2.07%

Shares59.3K

Event2026-06-30

Filed2026-07-17

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

4.43%

Shares92.4K

Event2026-06-30

Filed2026-07-17

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

New

Shares47.7K

Event2026-06-30

Filed2026-07-17

ROYAL BK CDA COM

0.17%

Shares21.9K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW COM

15.81%

Shares29.8K

Event2026-06-30

Filed2026-07-17

MASTERCARD INCORPORATED CL A

-0.63%

Shares8.7K

Event2026-06-30

Filed2026-07-17

WASTE MGMT INC DEL COM

-3.05%

Shares20.0K

Event2026-06-30

Filed2026-07-17

GPIX

GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF

25.98%

Shares79.6K

Event2026-06-30

Filed2026-07-17

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

107.27%

Shares43.9K

Event2026-06-30

Filed2026-07-17

UNITEDHEALTH GROUP INC COM

3.54%

Shares10.6K

Event2026-06-30

Filed2026-07-17

TSN

TYSON FOODS INC CL A

21.54%

Shares76.6K

Event2026-06-30

Filed2026-07-17

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.10%

Shares98.3K

Event2026-06-30

Filed2026-07-17

IVW

ISHARES S&P 500 GROWTH ETF

-0.38%

Shares31.6K

Event2026-06-30

Filed2026-07-17

TEL

TE CONNECTIVITY PLC ORD SHS

-14.85%

Shares21.6K

Event2026-06-30

Filed2026-07-17

ROP

ROPER TECHNOLOGIES INC COM

-0.04%

Shares12.7K

Event2026-06-30

Filed2026-07-17

JACOBS SOLUTIONS INC COM

16.71%

Shares33.7K

Event2026-06-30

Filed2026-07-17

FMX

FOMENTO ECONOMICO MEXICANO SAB (US ADR)

3.34%

Shares33.0K

Event2026-06-30

Filed2026-07-17

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-7.30%

Shares41.9K

Event2026-06-30

Filed2026-07-17

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

11.22%

Shares17.3K

Event2026-06-30

Filed2026-07-17

CAG

CONAGRA BRANDS INC COM

36.95%

Shares308.9K

Event2026-06-30

Filed2026-07-17

Utilities Select Sector SPDR Fund

-3.69%

Shares91.0K

Event2026-06-30

Filed2026-07-17

QSR

RESTAURANT BRANDS INTL INC COM

1.60%

Shares56.6K

Event2026-06-30

Filed2026-07-17

LABCORP HOLDINGS INC COM SHS

-0.97%

Shares14.6K

Event2026-06-30

Filed2026-07-17

NEAR

ISHARES SHORT DURATION BOND ACTIVE ETF

2.30%

Shares80.7K

Event2026-06-30

Filed2026-07-17

ABT

ABBOTT LABORATORIES COM

-6.46%

Shares44.8K

Event2026-06-30

Filed2026-07-17

NTR

NUTRIEN LTD COM

3.95%

Shares64.4K

Event2026-06-30

Filed2026-07-17

SHEL

SHELL PLC SPON ADS

-4.04%

Shares51.5K

Event2026-06-30

Filed2026-07-17

ACLC

AMERICAN CENTURY LARGE CAP EQUITY ETF

New

Shares47.3K

Event2026-06-30

Filed2026-07-17

BANK OF NY MELLON CORP COM

0.05%

Shares27.5K

Event2026-06-30

Filed2026-07-17

XJH

ISHARES ESG SELECT SCREENED S&P MID-CAP ETF

3.55%

Shares76.2K

Event2026-06-30

Filed2026-07-17

HBAN

HUNTINGTON BANCSHARES INC COM

-1.87%

Shares220.2K

Event2026-06-30

Filed2026-07-17

IWD

ISHARES RUSSELL 1000 VALUE ETF

-1.69%

Shares15.9K

Event2026-06-30

Filed2026-07-17

DASH

DOORDASH INC CL A

4.75%

Shares20.8K

Event2026-06-30

Filed2026-07-17

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

-9.98%

Shares34.7K

Event2026-06-30

Filed2026-07-17

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

0.83%

Shares64.8K

Event2026-06-30

Filed2026-07-17

MCD

MCDONALDS CORP COM

24.01%

Shares14.1K

Event2026-06-30

Filed2026-07-17

USB

US BANCORP COM NEW

7.58%

Shares62.8K

Event2026-06-30

Filed2026-07-17

VUSB

VANGUARD ULTRA-SHORT BOND ETF

14.19%

Shares74.8K

Event2026-06-30

Filed2026-07-17

PFE

PFIZER INC COM

10.22%

Shares153.9K

Event2026-06-30

Filed2026-07-17

GE AEROSPACE COM NEW

64.68%

Shares9.9K

Event2026-06-30

Filed2026-07-17

BARRICK MNG CORP COM SHS

2.58%

Shares100.5K

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP COM

-1.78%

Shares73.6K

Event2026-06-30

Filed2026-07-17

FICS

FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF

New

Shares87.4K

Event2026-06-30

Filed2026-07-17

INGR

INGREDION INC COM

17.09%

Shares38.5K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO COM

-0.73%

Shares38.0K

Event2026-06-30

Filed2026-07-17

XLF

Financial Select Sector SPDR Fund

7.97%

Shares67.6K

Event2026-06-30

Filed2026-07-17

MAR

MARRIOTT INTL INC NEW CL A

-0.47%

Shares9.8K

Event2026-06-30

Filed2026-07-17

BFS

SAUL CTRS INC COM

4.80%

Shares96.6K

Event2026-06-30

Filed2026-07-17

VGK

VANGUARD FTSE EUROPE ETF

-0.55%

Shares40.7K

Event2026-06-30

Filed2026-07-17

RBCAA

REPUBLIC BANCORP INC KY CL A

-0.25%

Shares39.3K

Event2026-06-30

Filed2026-07-17

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares23.5K

Event2026-06-30

Filed2026-07-17

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

10.76%

Shares43.5K

Event2026-06-30

Filed2026-07-17

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-1.23%

Shares38.4K

Event2026-06-30

Filed2026-07-17

ULTA BEAUTY INC COM

53.18%

Shares7.8K

Event2026-06-30

Filed2026-07-17

MMC

MARSH & MCLENNAN COS INC COM

4.32%

Shares20.9K

Event2026-06-30

Filed2026-07-17

FYC

FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND

New

Shares27.3K

Event2026-06-30

Filed2026-07-17

ITW

ILLINOIS TOOL WKS INC COM

0.20%

Shares12.8K

Event2026-06-30

Filed2026-07-17

FBCG

FIDELITY BLUE CHIP GROWTH ETF

11.30%

Shares54.3K

Event2026-06-30

Filed2026-07-17

GEV

GE VERNOVA INC COM

-8.40%

Shares2.8K

Event2026-06-30

Filed2026-07-17

TBLL

INVESCO SHORT TERM TREASURY ETF

49.56%

Shares31.7K

Event2026-06-30

Filed2026-07-17

TAFI

AB TAX-AWARE SHORT DURATION MUNICIPAL ETF

226.48%

Shares131.8K

Event2026-06-30

Filed2026-07-17

BTZ

BLACKROCK CR ALLOCATION COM

7.64%

Shares324.8K

Event2026-06-30

Filed2026-07-17

MET

METLIFE INC COM

2.42%

Shares38.8K

Event2026-06-30

Filed2026-07-17

BUFR

FT VEST LADDERED BUFFER ETF

27.06%

Shares89.9K

Event2026-06-30

Filed2026-07-17

AON

AON PLC SHS CL A

31.86%

Shares9.8K

Event2026-06-30

Filed2026-07-17

ADI

ANALOG DEVICES INC COM

1.21%

Shares8.1K

Event2026-06-30

Filed2026-07-17

MUB

ISHARES NATIONAL MUNI BOND ETF

-2.43%

Shares29.5K

Event2026-06-30

Filed2026-07-17

DELL

DELL TECHNOLOGIES INC CL C

368.33%

Shares7.2K

Event2026-06-30

Filed2026-07-17

QBUF

INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY

-2.14%

Shares100.4K

Event2026-06-30

Filed2026-07-17

SYK

STRYKER CORPORATION COM

-0.33%

Shares9.8K

Event2026-06-30

Filed2026-07-17

CHUBB LIMITED COM

9.24%

Shares8.9K

Event2026-06-30

Filed2026-07-17

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-9.04%

Shares50.6K

Event2026-06-30

Filed2026-07-17

HAL

HALLIBURTON CO COM

-1.36%

Shares88.9K

Event2026-06-30

Filed2026-07-17

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-4.36%

Shares59.7K

Event2026-06-30

Filed2026-07-17

XLI

Industrial Select Sector SPDR Fund

2.52%

Shares16.3K

Event2026-06-30

Filed2026-07-17

NETFLIX INC. COM

30.95%

Shares42.1K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC COM

23.08%

Shares34.2K

Event2026-06-30

Filed2026-07-17

TAXF

AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

New

Shares58.5K

Event2026-06-30

Filed2026-07-17

QQQM

INVESCO NASDAQ 100 ETF

2.52%

Shares9.7K

Event2026-06-30

Filed2026-07-17

AEP

AMERICAN ELEC PWR CO INC COM

-44.55%

Shares21.3K

Event2026-06-30

Filed2026-07-17

SCHW

SCHWAB CHARLES CORP COM

-2.41%

Shares31.6K

Event2026-06-30

Filed2026-07-17

EVEREST GROUP LTD COM

-1.34%

Shares8.2K

Event2026-06-30

Filed2026-07-17

CRM

SALESFORCE INC COM

-15.08%

Shares18.5K

Event2026-06-30

Filed2026-07-17

UBER

UBER TECHNOLOGIES INC COM

-13.93%

Shares40.2K

Event2026-06-30

Filed2026-07-17

INDA

ISHARES MSCI INDIA ETF

-7.05%

Shares58.2K

Event2026-06-30

Filed2026-07-17

ENERGY TRANSFER L P COM UT LTD PTN

0.42%

Shares150.1K

Event2026-06-30

Filed2026-07-17

PRU

PRUDENTIAL FINL INC COM

3.12%

Shares26.5K

Event2026-06-30

Filed2026-07-17

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

9.19%

Shares118.2K

Event2026-06-30

Filed2026-07-17

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

-6.34%

Shares93.9K

Event2026-06-30

Filed2026-07-17

PDI

PIMCO DYNAMIC INCOME FD SHS

0.11%

Shares169.3K

Event2026-06-30

Filed2026-07-17

QNITY ELECTRONICS INC COMMON STOCK

-0.82%

Shares17.2K

Event2026-06-30

Filed2026-07-17

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

8.13%

Shares41.4K

Event2026-06-30

Filed2026-07-17

FLTR

VanEck Investment Grade Floating Rate ETF

3.24%

Shares109.0K

Event2026-06-30

Filed2026-07-17

SPHY

STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF

-2.97%

Shares117.5K

Event2026-06-30

Filed2026-07-17

MHD

BLACKROCK MUNIHOLDINGS FD INC COM

14.43%

Shares231.4K

Event2026-06-30

Filed2026-07-17

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-5.13%

Shares33.5K

Event2026-06-30

Filed2026-07-17

BP PLC SPONSORED ADR

-13.14%

Shares73.9K

Event2026-06-30

Filed2026-07-17

SPLB

STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF

12.95%

Shares121.2K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC COM

-4.24%

Shares37.7K

Event2026-06-30

Filed2026-07-17

CONSOLIDATED EDISON INC COM

-0.16%

Shares24.5K

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC COM

27.68%

Shares11.0K

Event2026-06-30

Filed2026-07-17

INTU

INTUIT COM

-25.39%

Shares10.3K

Event2026-06-30

Filed2026-07-17

HFSI

HARTFORD STRATEGIC INCOME ETF

14.04%

Shares76.7K

Event2026-06-30

Filed2026-07-17

AMT

AMERICAN TOWER CORP COM

8.22%

Shares16.5K

Event2026-06-30

Filed2026-07-17

SPYI

NEOS S&P 500 HIGH INCOME ETF

-9.90%

Shares50.6K

Event2026-06-30

Filed2026-07-17

TOST

TOAST INC CL A

-0.06%

Shares96.5K

Event2026-06-30

Filed2026-07-17

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

20.39%

Shares39.4K

Event2026-06-30

Filed2026-07-17

HGER

HARBOR COMMODITY ALL-WEATHER STRATEGY ETF

1.46%

Shares91.1K

Event2026-06-30

Filed2026-07-17

TEAM

ATLASSIAN CORPORATION CL A

New

Shares33.0K

Event2026-06-30

Filed2026-07-17

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

2.22%

Shares29.5K

Event2026-06-30

Filed2026-07-17

ARK INNOVATION ETF

-6.71%

Shares31.0K

Event2026-06-30

Filed2026-07-17

LBO

WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF

New

Shares103.8K

Event2026-06-30

Filed2026-07-17

BSV

VANGUARD SHORT-TERM BOND ETF

0.90%

Shares32.0K

Event2026-06-30

Filed2026-07-17

XLC

Communication Services Select Sector SPDR Fund

4.18%

Shares23.3K

Event2026-06-30

Filed2026-07-17

IGLD

FT VEST GOLD STRATEGY TARGET INCOME ETF

15.76%

Shares118.2K

Event2026-06-30

Filed2026-07-17

XHLF

BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF

-6.12%

Shares49.5K

Event2026-06-30

Filed2026-07-17

BLACKSTONE INC COM

0.39%

Shares21.1K

Event2026-06-30

Filed2026-07-17

ASTRAZENECA PLC ORD

25.72%

Shares13.1K

Event2026-06-30

Filed2026-07-17

TRAVELERS COMPANIES INC COM

-0.49%

Shares7.5K

Event2026-06-30

Filed2026-07-17

AGM

FEDERAL AGRIC MTG CORP CL C

-2.01%

Shares12.3K

Event2026-06-30

Filed2026-07-17

FSMB

FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF

New

Shares122.6K

Event2026-06-30

Filed2026-07-17

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-11.11%

Shares24.8K

Event2026-06-30

Filed2026-07-17

CMG

CHIPOTLE MEXICAN GRILL INC COM

21.31%

Shares70.1K

Event2026-06-30

Filed2026-07-17

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

0.07%

Shares23.9K

Event2026-06-30

Filed2026-07-17

IWR

ISHARES RUSSELL MIDCAP ETF

9.37%

Shares21.5K

Event2026-06-30

Filed2026-07-17

AT&T INC COM

56.29%

Shares114.6K

Event2026-06-30

Filed2026-07-17

HFND

UNLIMITED HFND MULTI-STRATEGY RETURN TRACKER ETF

New

Shares96.5K

Event2026-06-30

Filed2026-07-17

PPG

PPG INDS INC COM

37.55%

Shares19.4K

Event2026-06-30

Filed2026-07-17

MDYG

STATE STREET SPDR S&P 400 MID CAP GROWTH ETF

-3.11%

Shares20.9K

Event2026-06-30

Filed2026-07-17

BLK

BLACKROCK INC COM

-3.04%

Shares2.4K

Event2026-06-30

Filed2026-07-17

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

New

Shares22.5K

Event2026-06-30

Filed2026-07-17

BSMV

INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF

46.12%

Shares109.8K

Event2026-06-30

Filed2026-07-17

AFL

AFLAC INC COM

42.01%

Shares19.2K

Event2026-06-30

Filed2026-07-17

XLP

Consumer Staples Select Sector SPDR Fund

4.31%

Shares27.0K

Event2026-06-30

Filed2026-07-17

DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

New

Shares63.6K

Event2026-06-30

Filed2026-07-17

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

15.90%

Shares23.4K

Event2026-06-30

Filed2026-07-17

CGNG

CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF

2.60%

Shares59.1K

Event2026-06-30

Filed2026-07-17

DOCU

DOCUSIGN INC COM

-17.51%

Shares49.5K

Event2026-06-30

Filed2026-07-17

GCOW

PACER GLOBAL CASH COWS DIVIDEND ETF

55.42%

Shares50.8K

Event2026-06-30

Filed2026-07-17

WFC

WELLS FARGO & CO COM

2.04%

Shares26.3K

Event2026-06-30

Filed2026-07-17

COP

CONOCOPHILLIPS COM

-0.34%

Shares20.7K

Event2026-06-30

Filed2026-07-17

VBIL

VANGUARD 0-3 MONTH TREASURY BILL ETF

0.92%

Shares28.2K

Event2026-06-30

Filed2026-07-17

SDY

STATE STREET SPDR S&P DIVIDEND ETF

-4.86%

Shares14.0K

Event2026-06-30

Filed2026-07-17

INTC

INTEL CORP COM

0.87%

Shares15.0K

Event2026-06-30

Filed2026-07-17

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-1.04%

Shares14.3K

Event2026-06-30

Filed2026-07-17

VGSH

VANGUARD SHORT-TERM TREASURY ETF

0.40%

Shares35.6K

Event2026-06-30

Filed2026-07-17

WTW

WILLIS TOWERS WATSON PLC LTD SHS

-2.35%

Shares7.9K

Event2026-06-30

Filed2026-07-17

FBND

FIDELITY TOTAL BOND ETF

12.61%

Shares45.5K

Event2026-06-30

Filed2026-07-17

USVM

VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF

New

Shares18.8K

Event2026-06-30

Filed2026-07-17

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

640.09%

Shares17.3K

Event2026-06-30

Filed2026-07-17

XLY

Consumer Discretionary Select Sector SPDR Fund

1.86%

Shares17.5K

Event2026-06-30

Filed2026-07-17

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

26.41%

Shares12.5K

Event2026-06-30

Filed2026-07-17

KLAC

KLA CORP COM NEW

936.28%

Shares6.8K

Event2026-06-30

Filed2026-07-17

ZOETIS INC CL A

-56.68%

Shares28.5K

Event2026-06-30

Filed2026-07-17

SMG

SCOTTS MIRACLE-GRO CO CL A

22.40%

Shares29.7K

Event2026-06-30

Filed2026-07-17

DVY

ISHARES SELECT DIVIDEND ETF

-9.98%

Shares12.9K

Event2026-06-30

Filed2026-07-17

IVOG

VANGUARD S&P MID-CAP 400 GROWTH ETF

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-17

HAEMONETICS CORP MASS COM

7.26%

Shares26.7K

Event2026-06-30

Filed2026-07-17

GOF

GUGGENHEIM STRATEGIC OPPORTUN COM SBI

1.86%

Shares182.7K

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP COM

34.61%

Shares2.0K

Event2026-06-30

Filed2026-07-17

SPG

SIMON PPTY GROUP INC NEW COM

-7.59%

Shares8.7K

Event2026-06-30

Filed2026-07-17

EUSA

ISHARES MSCI USA EQUAL WEIGHTED ETF

9.40%

Shares17.1K

Event2026-06-30

Filed2026-07-17

ZBRA

ZEBRA TECHNOLOGIES CORPORATION CL A

12.21%

Shares7.4K

Event2026-06-30

Filed2026-07-17

VANECK GOLD MINERS ETF

-3.96%

Shares25.8K

Event2026-06-30

Filed2026-07-17

DFNM

DIMENSIONAL NATIONAL MUNICIPAL BOND ETF

-3.61%

Shares40.2K

Event2026-06-30

Filed2026-07-17

XLE

Energy Select Sector SPDR Fund

12.14%

Shares36.4K

Event2026-06-30

Filed2026-07-17

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-4.11%

Shares55.6K

Event2026-06-30

Filed2026-07-17

PHILIP MORRIS INTL INC COM

4.65%

Shares10.7K

Event2026-06-30

Filed2026-07-17

MKL

MARKEL GROUP INC COM

21.85%

Shares987

Event2026-06-30

Filed2026-07-17

EPD

ENTERPRISE PRODS PARTNERS L P COM

1.03%

Shares52.4K

Event2026-06-30

Filed2026-07-17

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

-0.65%

Shares46.3K

Event2026-06-30

Filed2026-07-17

IBIT

ISHARES BITCOIN TRUST ETF

94.51%

Shares57.0K

Event2026-06-30

Filed2026-07-17

JSMD

JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF

New

Shares18.5K

Event2026-06-30

Filed2026-07-17

FNY

FIRST TRUST MID CAP GROWTH ALPHADEX FUND

New

Shares16.9K

Event2026-06-30

Filed2026-07-17

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

22.90%

Shares35.7K

Event2026-06-30

Filed2026-07-17

OBDC

BLUE OWL CAPITAL CORPORATION COM

-21.70%

Shares171.0K

Event2026-06-30

Filed2026-07-17

MAS

MASCO CORP COM

125.23%

Shares22.8K

Event2026-06-30

Filed2026-07-17

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-8.54%

Shares15.8K

Event2026-06-30

Filed2026-07-17

XBI

STATE STREET SPDR S&P BIOTECH ETF

2.35%

Shares11.7K

Event2026-06-30

Filed2026-07-17

DIVP

CULLEN ENHANCED EQUITY INCOME ETF

42.85%

Shares68.6K

Event2026-06-30

Filed2026-07-17

RUNN

RUNNING OAK EFFICIENT GROWTH ETF

New

Shares56.8K

Event2026-06-30

Filed2026-07-17

AUB

ATLANTIC UN BANKSHARES CORP COM

-6.50%

Shares43.1K

Event2026-06-30

Filed2026-07-17

DEUTSCHE BK AG NAMEN AKT

-2.84%

Shares53.8K

Event2026-06-30

Filed2026-07-17

VRP

INVESCO VARIABLE RATE PREFERRED ETF

1.80%

Shares74.4K

Event2026-06-30

Filed2026-07-17

THNQ

ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF

1.97%

Shares19.8K

Event2026-06-30

Filed2026-07-17

JNK

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF

8.99%

Shares18.7K

Event2026-06-30

Filed2026-07-17

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

-0.64%

Shares48.9K

Event2026-06-30

Filed2026-07-17

VPL

VANGUARD FTSE PACIFIC ETF

1.35%

Shares15.5K

Event2026-06-30

Filed2026-07-17

MPC

MARATHON PETE CORP COM

-0.20%

Shares7.0K

Event2026-06-30

Filed2026-07-17

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

-10.53%

Shares73.6K

Event2026-06-30

Filed2026-07-17

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

4.00%

Shares3.4K

Event2026-06-30

Filed2026-07-17

RKLB

ROCKET LAB CORP COM

New

Shares17.5K

Event2026-06-30

Filed2026-07-17

DHR

DANAHER CORP DEL COM

45.48%

Shares9.3K

Event2026-06-30

Filed2026-07-17

QQEW

FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF

1.79%

Shares11.1K

Event2026-06-30

Filed2026-07-17

SBUX

STARBUCKS CORP COM

2.74%

Shares16.6K

Event2026-06-30

Filed2026-07-17

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares12.4K

Event2026-06-30

Filed2026-07-17

PKG

PACKAGING CORP AMER COM

-7.94%

Shares6.9K

Event2026-06-30

Filed2026-07-17

TROW

PRICE T ROWE GROUP INC COM

16.54%

Shares14.2K

Event2026-06-30

Filed2026-07-17

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-7.16%

Shares4.2K

Event2026-06-30

Filed2026-07-17

HALOZYME THERAPEUTICS INC COM

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-17

ORLY

OREILLY AUTOMOTIVE INC COM

157.30%

Shares17.3K

Event2026-06-30

Filed2026-07-17

ISHG

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

-0.46%

Shares21.4K

Event2026-06-30

Filed2026-07-17

COLGATE PALMOLIVE CO COM

-0.18%

Shares17.2K

Event2026-06-30

Filed2026-07-17

GILD

GILEAD SCIENCES INC COM

104.32%

Shares12.4K

Event2026-06-30

Filed2026-07-17

QBTS

D-WAVE QUANTUM INC COM

70.61%

Shares65.1K

Event2026-06-30

Filed2026-07-17

MGV

VANGUARD MEGA CAP VALUE ETF

-0.06%

Shares9.5K

Event2026-06-30

Filed2026-07-17

CVS

CVS HEALTH CORP COM

-8.49%

Shares14.9K

Event2026-06-30

Filed2026-07-17

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-0.91%

Shares2.2K

Event2026-06-30

Filed2026-07-17

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

2.67%

Shares15.7K

Event2026-06-30

Filed2026-07-17

UPS

UNITED PARCEL SVCS INC CL B

11.40%

Shares13.9K

Event2026-06-30

Filed2026-07-17

EWW

ISHARES MSCI MEXICO ETF

New

Shares19.7K

Event2026-06-30

Filed2026-07-17

ACCENTURE PLC IRELAND SHS CLASS A

-43.61%

Shares11.9K

Event2026-06-30

Filed2026-07-17

NTRA

NATERA INC COM

655.54%

Shares5.4K

Event2026-06-30

Filed2026-07-17

TGT

TARGET CORP COM

-1.40%

Shares11.2K

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP COM

37.00%

Shares30.6K

Event2026-06-30

Filed2026-07-17

REMX

VANECK RARE EARTH AND STRATEGIC METALS ETF

New

Shares16.3K

Event2026-06-30

Filed2026-07-17

IRM

IRON MTN INC DEL COM

1.23%

Shares11.4K

Event2026-06-30

Filed2026-07-17

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

-18.71%

Shares12.3K

Event2026-06-30

Filed2026-07-17

NOC

NORTHROP GRUMMAN CORP COM

55.48%

Shares2.8K

Event2026-06-30

Filed2026-07-17

AHLT

AMERICAN BEACON AHL TREND ETF

New

Shares49.7K

Event2026-06-30

Filed2026-07-17

BPRE

BLUEROCK PVT REAL ESTATE FD COM

-7.23%

Shares109.9K

Event2026-06-30

Filed2026-07-17

DAR

DARLING INGREDIENTS INC COM

-29.61%

Shares26.1K

Event2026-06-30

Filed2026-07-17

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

-2.65%

Shares21.2K

Event2026-06-30

Filed2026-07-17

TLN

TALEN ENERGY CORP COM

384.87%

Shares3.7K

Event2026-06-30

Filed2026-07-17

GWX

STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF

0.00%

Shares32.2K

Event2026-06-30

Filed2026-07-17

FERG

FERGUSON ENTERPRISES INC COMMON STOCK NEW

-5.36%

Shares5.9K

Event2026-06-30

Filed2026-07-17

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

8.85%

Shares55.6K

Event2026-06-30

Filed2026-07-17

IAU

ISHARES GOLD TRUST

-1.05%

Shares18.6K

Event2026-06-30

Filed2026-07-17

MGMT

BALLAST SMALL/MID CAP ETF

New

Shares27.3K

Event2026-06-30

Filed2026-07-17

VPU

VANGUARD UTILITIES ETF

33.57%

Shares7.1K

Event2026-06-30

Filed2026-07-17

NUDM

NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF

0.00%

Shares34.4K

Event2026-06-30

Filed2026-07-17

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

0.00%

Shares58.6K

Event2026-06-30

Filed2026-07-17

IIF

MORGAN STANLEY INDIA INVT FD COM

New

Shares59.1K

Event2026-06-30

Filed2026-07-17

NFG

NATIONAL FUEL GAS CO COM

91.18%

Shares17.4K

Event2026-06-30

Filed2026-07-17

PPI

ASTORIA REAL ASSETS ETF

New

Shares62.7K

Event2026-06-30

Filed2026-07-17

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.28%

Shares25.0K

Event2026-06-30

Filed2026-07-17

CALI

ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

0.00%

Shares26.2K

Event2026-06-30

Filed2026-07-17

MTRX

MATRIX SVC CO COM

2.63%

Shares96.5K

Event2026-06-30

Filed2026-07-17

SLQD

ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

1.42%

Shares26.2K

Event2026-06-30

Filed2026-07-17

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

3.23%

Shares25.8K

Event2026-06-30

Filed2026-07-17

COF

CAPITAL ONE FINL CORP COM

0.36%

Shares6.5K

Event2026-06-30

Filed2026-07-17

CFR

CULLEN FROST BANKERS INC COM

3.56%

Shares8.3K

Event2026-06-30

Filed2026-07-17

ETR

ENTERGY CORP NEW COM

0.48%

Shares11.2K

Event2026-06-30

Filed2026-07-17

NEWZ

STOCKSNIPS AI-POWERED SENTIMENT US ALL CAP ETF

New

Shares41.4K

Event2026-06-30

Filed2026-07-17

RVTY

REVVITY INC COM

10.19%

Shares11.1K

Event2026-06-30

Filed2026-07-17

JVAL

JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND

-13.87%

Shares20.8K

Event2026-06-30

Filed2026-07-17

LNG

CHENIERE ENERGY INC COM NEW

37.87%

Shares5.1K

Event2026-06-30

Filed2026-07-17

DSEP

FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER

-12.91%

Shares25.4K

Event2026-06-30

Filed2026-07-17

NKE

NIKE INC CL B

12.74%

Shares29.3K

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP COM

216.50%

Shares4.8K

Event2026-06-30

Filed2026-07-17

ADP

AUTOMATIC DATA PROCESSING INC COM

-1.92%

Shares5.4K

Event2026-06-30

Filed2026-07-17

GUMI

GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF

6.78%

Shares23.8K

Event2026-06-30

Filed2026-07-17

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares7.0K

Event2026-06-30

Filed2026-07-17

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-17

UNM

UNUM GROUP COM

New

Shares13.2K

Event2026-06-30

Filed2026-07-17

RRR

RED ROCK RESORTS INC CL A

7.56%

Shares18.1K

Event2026-06-30

Filed2026-07-17

GWW

WW GRAINGER INC COM

-7.95%

Shares857

Event2026-06-30

Filed2026-07-17

IVE

ISHARES S&P 500 VALUE ETF

9.78%

Shares5.1K

Event2026-06-30

Filed2026-07-17

RPG

INVESCO S&P 500 PURE GROWTH ETF

0.01%

Shares18.2K

Event2026-06-30

Filed2026-07-17

VST

VISTRA CORP COM

2350.85%

Shares7.2K

Event2026-06-30

Filed2026-07-17

VXF

VANGUARD EXTENDED MARKET ETF

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-17

OKE

ONEOK INC NEW COM

-0.75%

Shares13.2K

Event2026-06-30

Filed2026-07-17

SHYD

VANECK SHORT HIGH YIELD MUNI ETF

12.57%

Shares49.4K

Event2026-06-30

Filed2026-07-17

AVY

AVERY DENNISON CORP COM

-1.78%

Shares7.0K

Event2026-06-30

Filed2026-07-17

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF

New

Shares40.1K

Event2026-06-30

Filed2026-07-17

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

10.31%

Shares25.9K

Event2026-06-30

Filed2026-07-17

SUN

SUNOCO LP/SUNOCO FIN CORP COM UT REP LP

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-17

DFAW

DIMENSIONAL WORLD EQUITY ETF

10.63%

Shares13.4K

Event2026-06-30

Filed2026-07-17

MSI

MOTOROLA SOLUTIONS INC COM NEW

-0.92%

Shares2.7K

Event2026-06-30

Filed2026-07-17

AMERIPRISE FINL INC COM

40.05%

Shares2.4K

Event2026-06-30

Filed2026-07-17

PTY

PIMCO CORPORATE & INCOME OPPOR COM

1.72%

Shares92.3K

Event2026-06-30

Filed2026-07-17

MRVL

MARVELL TECHNOLOGY INC COM

56.71%

Shares3.7K

Event2026-06-30

Filed2026-07-17

EFX

EQUIFAX INC COM

-5.10%

Shares6.9K

Event2026-06-30

Filed2026-07-17

RACE

FERRARI N V COM

97.52%

Shares3.0K

Event2026-06-30

Filed2026-07-17

RSG

REPUBLIC SVCS INC COM

69.31%

Shares5.2K

Event2026-06-30

Filed2026-07-17

OXY

OCCIDENTAL PETE CORP COM

11.61%

Shares22.5K

Event2026-06-30

Filed2026-07-17

SLV

ISHARES SILVER TRUST

0.46%

Shares20.3K

Event2026-06-30

Filed2026-07-17

JPC

NUVEEN PFD & INCOME OPPORTUNIT COM

0.00%

Shares137.1K

Event2026-06-30

Filed2026-07-17

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.26%

Shares6.6K

Event2026-06-30

Filed2026-07-17

TMUS

T-MOBILE US INC COM

17.86%

Shares6.4K

Event2026-06-30

Filed2026-07-17

BSX

BOSTON SCIENTIFIC CORP COM

16.73%

Shares25.1K

Event2026-06-30

Filed2026-07-17

SMH

VANECK SEMICONDUCTOR ETF

2.53%

Shares1.6K

Event2026-06-30

Filed2026-07-17

SPIP

STATE STREET SPDR PORTFOLIO TIPS ETF

-3.81%

Shares41.3K

Event2026-06-30

Filed2026-07-17

VMC

VULCAN MATLS CO COM

12.13%

Shares3.5K

Event2026-06-30

Filed2026-07-17

BKLN

INVESCO SENIOR LOAN ETF

-0.55%

Shares50.6K

Event2026-06-30

Filed2026-07-17

MGNR

AMERICAN BEACON GLG NATURAL RESOURCES ETF

New

Shares21.2K

Event2026-06-30

Filed2026-07-17

ARCHER AVIATION INC COM CL A

51.84%

Shares215.5K

Event2026-06-30

Filed2026-07-17

XLB

MATERIALS SELECT SECTOR SPDR FUND

8.03%

Shares19.9K

Event2026-06-30

Filed2026-07-17

WSC

WILLSCOT HLDGS CORP COM CL A

-26.93%

Shares35.0K

Event2026-06-30

Filed2026-07-17

DOV

DOVER CORP COM

0.36%

Shares4.5K

Event2026-06-30

Filed2026-07-17

AGO

ASSURED GUARANTY LTD COM

-16.84%

Shares12.5K

Event2026-06-30

Filed2026-07-17

MGK

VANGUARD MEGA CAP GROWTH ETF

409.39%

Shares11.2K

Event2026-06-30

Filed2026-07-17

SOXX

ISHARES SEMICONDUCTOR ETF

29.90%

Shares1.5K

Event2026-06-30

Filed2026-07-17

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

5.70%

Shares11.7K

Event2026-06-30

Filed2026-07-17

ELAN

ELANCO ANIMAL HEALTH INC COM

0.19%

Shares39.5K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available