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The Analysis of Chicago Partners Investment Group LLC's Holdings & P&L

Currently, Chicago Partners Investment Group LLC holds 1443 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in VO (+1.2M shares, valued at $94.2M), VUG (+755.7K shares, valued at $62.7M), N/A (+13.0K shares, valued at $8.5M); decreased their positions in DUSB (-95.6K shares, valued at $4.8M), SFLR (-80.4K shares, valued at $2.9M), KMI (-59.0K shares, valued at $1.9M); initiated new positions in IBHH (+213.0K shares, valued at $5.0M), IBHJ (+189.5K shares, valued at $5.0M), MDST (+97.7K shares, valued at $2.7M).

1M P&L

+163.8M+3.46%

3M P&L

-3.6B-42.23%

HY P&L

-3.5B-41.43%

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/A2.4B

61.2%

2Oil & Gas Midstream260.0M

6.6%

3Semiconductors167.4M

4.2%

Top Industries by Stock Count

1N/A493 stocks

36.4%

2Software - Application48 stocks

3.5%

3Biotechnology35 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS279.3K shares4.90%2026-03-312026-05-04

VO VANGUARD INDEX FDS1.6M shares318.16%2026-03-312026-05-04

NVDA NVIDIA CORPORATION565.8K shares3.19%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST1.1M shares1.74%2026-03-312026-05-04

AAPL APPLE INC301.5K shares2.52%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L2.1M shares0.98%2026-03-312026-05-04

VUG VANGUARD INDEX FDS904.4K shares508.39%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL158.7K shares1.56%2026-03-312026-05-04

Sponsored

ET ENERGY TRANSFER L P3.4M shares1.51%2026-03-312026-05-04

IJH ISHARES TR894.3K shares-2.01%2026-03-312026-05-04

MSFT MICROSOFT CORP132.5K shares7.96%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T78.2K shares1.58%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST681.4K shares2.07%2026-03-312026-05-04

VB VANGUARD INDEX FDS182.8K shares6.09%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR1.8M shares5.75%2026-03-312026-05-04

IVV ISHARES TR67.2K shares2.91%2026-03-312026-05-04

Sponsored

SFLR INNOVATOR ETFS TRUST1.3M shares-5.93%2026-03-312026-05-04

VTI VANGUARD INDEX FDS127.8K shares10.04%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST1.1M shares2.55%2026-03-312026-05-04

IWS ISHARES TR255.1K shares-3.12%2026-03-312026-05-04

AMZN AMAZON COM INC154.1K shares7.82%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST897.0K shares3.96%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR1.0M shares6.82%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 4045.6K shares0.14%2026-03-312026-05-04

Sponsored

IGSB ISHARES TR569.8K shares9.85%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR347.0K shares2.05%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO93.7K shares7.39%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC224.1K shares1.34%2026-03-312026-05-04

ALPHABET INC ALPHABET INC83.9K shares6.48%2026-03-312026-05-04

MPLX MPLX LP486.7K shares1.47%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR41.1K shares2.69%2026-03-312026-05-04

ALPHABET INC ALPHABET INC79.6K shares4.54%2026-03-312026-05-04

Sponsored

AVUS AMERICAN CENTY ETF TR222.6K shares2.06%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR969.3K shares0.31%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR821.2K shares7.44%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST633.8K shares6.97%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR217.7K shares-0.85%2026-03-312026-05-04

GBIL GOLDMAN SACHS ETF TR255.4K shares30.62%2026-03-312026-05-04

VTV VANGUARD INDEX FDS125.6K shares4.90%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST643.1K shares-0.25%2026-03-312026-05-04

Sponsored

AMD ADVANCED MICRO DEVICES INC76.2K shares-0.21%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST604.4K shares3.76%2026-03-312026-05-04

META META PLATFORMS INC32.9K shares3.40%2026-03-312026-05-04

OKE ONEOK INC NEW253.3K shares-3.18%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F372.9K shares2.84%2026-03-312026-05-04

EMXC ISHARES INC237.7K shares0.51%2026-03-312026-05-04

IJR ISHARES TR157.1K shares2.75%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST572.5K shares3.21%2026-03-312026-05-04

Sponsored

DUSB DIMENSIONAL ETF TRUST409.5K shares-18.93%2026-03-312026-05-04

LLY ELI LILLY & CO22.0K shares2.66%2026-03-312026-05-04

WMB WILLIAMS COS INC279.3K shares-6.72%2026-03-312026-05-04

BN BROOKFIELD CORP408.3K shares-3.34%2026-03-312026-05-04

BROADCOM INC BROADCOM INC44.5K shares69.12%2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST430.6K shares4.93%2026-03-312026-05-04

IWC ISHARES TR99.6K shares4.44%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL553.5K shares-9.63%2026-03-312026-05-04

Sponsored

SPYM SPDR SERIES TRUST210.1K shares5.02%2026-03-312026-05-04

BIP BROOKFIELD INFRASTRUCTURE PA486.4K shares-1.30%2026-03-312026-05-04

VOE VANGUARD INDEX FDS89.9K shares3.27%2026-03-312026-05-04

FDM FIRST TR EXCHANGE-TRADED FD192.1K shares0.83%2026-03-312026-05-04

IGIB ISHARES TR300.8K shares24.02%2026-03-312026-05-04

ITOT ISHARES TR96.6K shares7.26%2026-03-312026-05-04

STXE EA SERIES TRUST333.4K shares-2.92%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR535.9K shares11.39%2026-03-312026-05-04

Sponsored

DFLV DIMENSIONAL ETF TRUST373.7K shares-4.52%2026-03-312026-05-04

VCRB VANGUARD MALVERN FDS174.0K shares20.53%2026-03-312026-05-04

VUSB VANGUARD BD INDEX FDS264.9K shares107.74%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS176.9K shares0.87%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II98.7K shares2.40%2026-03-312026-05-04

UCON FIRST TR EXCHNG TRADED FD VI510.5K shares4.20%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR383.5K shares6.85%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC25.5K shares22.73%2026-03-312026-05-04

Sponsored

IWD ISHARES TR53.7K shares0.11%2026-03-312026-05-04

ABBV ABBVIE INC58.6K shares13.41%2026-03-312026-05-04

GEV GE VERNOVA INC10.2K shares9.63%2026-03-312026-05-04

MTUM ISHARES TR41.0K shares-0.35%2026-03-312026-05-04

V VISA INC36.3K shares-0.92%2026-03-312026-05-04

ARCC ARES CAPITAL CORP575.6K shares-0.00%2026-03-312026-05-04

SNTH TIDAL TRUST III372.4K shares52.97%2026-03-312026-05-04

DEXC DIMENSIONAL ETF TRUST140.7K shares14.53%2026-03-312026-05-04

Sponsored

TRGP TARGA RES CORP43.3K shares-4.12%2026-03-312026-05-04

IEF ISHARES TR107.3K shares5.10%2026-03-312026-05-04

AGG ISHARES TR102.0K shares7.67%2026-03-312026-05-04

EVV EATON VANCE LIMITED DURATION1.1M shares1.26%2026-03-312026-05-04

XOM EXXON MOBIL CORP67.1K shares3.02%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST203.5K shares0.58%2026-03-312026-05-04

IWM ISHARES TR35.5K shares-0.08%2026-03-312026-05-04

IEFA ISHARES TR102.4K shares1.72%2026-03-312026-05-04

Sponsored

ETR ENTERGY CORP NEW88.0K shares-0.05%2026-03-312026-05-04

FYX FIRST TR EXCHANGE-TRADED ALP72.6K shares1.80%2026-03-312026-05-04

EFA ISHARES TR90.7K shares5.94%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION9.2K shares18.66%2026-03-312026-05-04

LDP COHEN & STEERS LTD DURATION438.1K shares-2.42%2026-03-312026-05-04

ASTS AST SPACEMOBILE INC108.2K shares5.14%2026-03-312026-05-04

KKR & CO INC KKR & CO INC86.3K shares14.63%2026-03-312026-05-04

WMT WALMART INC68.1K shares2.03%2026-03-312026-05-04

Sponsored

VIG VANGUARD SPECIALIZED FUNDS38.3K shares-6.53%2026-03-312026-05-04

FPE FIRST TR EXCH TRADED FD III472.2K shares1.58%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST176.8K shares5.68%2026-03-312026-05-04

CME CME GROUP INC29.6K shares12.79%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS123.5K shares2.58%2026-03-312026-05-04

IJS ISHARES TR65.3K shares-2.38%2026-03-312026-05-04

FNX FIRST TR EXCHANGE-TRADED ALP60.1K shares2.14%2026-03-312026-05-04

MCD MCDONALDS CORP27.2K shares7.81%2026-03-312026-05-04

Sponsored

QFLR INNOVATOR ETFS TRUST234.4K shares-3.29%2026-03-312026-05-04

SPMD SPDR SERIES TRUST127.8K shares2.28%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR87.6K shares0.46%2026-03-312026-05-04

MDYG SPDR SERIES TRUST74.3K shares5.37%2026-03-312026-05-04

DFVX DIMENSIONAL ETF TRUST95.1K shares3.98%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR239.0K shares-0.35%2026-03-312026-05-04

TSLA TESLA INC19.0K shares5.29%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST178.9K shares0.52%2026-03-312026-05-04

Sponsored

VBR VANGUARD INDEX FDS31.4K shares1.88%2026-03-312026-05-04

CSD INVESCO EXCHANGE TRADED FD T56.9K shares-0.35%2026-03-312026-05-04

UNP UNION PAC CORP29.1K shares3.25%2026-03-312026-05-04

FEX FIRST TR EXCHANGE-TRADED ALP54.8K shares-0.08%2026-03-312026-05-04

GLW CORNING INC41.3K shares-4.70%2026-03-312026-05-04

EBI RBB FUND TRUST111.3K shares0.00%2026-03-312026-05-04

IJT ISHARES TR42.9K shares-0.24%2026-03-312026-05-04

IWV ISHARES TR16.9K shares12.95%2026-03-312026-05-04

Sponsored

IWR ISHARES TR65.3K shares1.25%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F113.1K shares7.69%2026-03-312026-05-04

COWZ PACER FDS TR103.4K shares-10.62%2026-03-312026-05-04

FTSL FIRST TR EXCHANGE-TRADED FD140.0K shares1.23%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE22.7K shares14.47%2026-03-312026-05-04

LNG CHENIERE ENERGY INC24.3K shares-3.62%2026-03-312026-05-04

OBDC BLUE OWL CAPITAL CORPORATION538.7K shares-1.70%2026-03-312026-05-04

NUV NUVEEN MUN VALUE FD INC683.2K shares-3.49%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON27.4K shares13.36%2026-03-312026-05-04

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC47.9K shares2.33%2026-03-312026-05-04

AVIV AMERICAN CENTY ETF TR79.6K shares-1.25%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW48.7K shares4.92%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS24.1K shares5.06%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST178.9K shares2.48%2026-03-312026-05-04

ORCL ORACLE CORP32.0K shares10.00%2026-03-312026-05-04

ROCKET LAB CORP ROCKET LAB CORP66.4K shares1.22%2026-03-312026-05-04

Sponsored

IWB ISHARES TR15.3K shares0.03%2026-03-312026-05-04

OWL BLUE OWL CAPITAL INC599.5K shares2.36%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F115.9K shares1.52%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR55.6K shares-0.25%2026-03-312026-05-04

VBK VANGUARD INDEX FDS17.4K shares-2.06%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR65.4K shares0.48%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR36.6K shares3.22%2026-03-312026-05-04

SILJ AMPLIFY ETF TR181.0K shares11.71%2026-03-312026-05-04

Sponsored

ABT ABBOTT LABORATORIES61.8K shares-4.04%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST218.7K shares2.53%2026-03-312026-05-04

MDYV SPDR SERIES TRUST60.5K shares5.67%2026-03-312026-05-04

IGV ISHARES TR61.8K shares0.44%2026-03-312026-05-04

AVSC AMERICAN CENTY ETF TR80.2K shares21.55%2026-03-312026-05-04

PG PROCTER & GAMBLE CO38.0K shares10.49%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR60.3K shares0.11%2026-03-312026-05-04

CAIE CALAMOS ETF TR200.1K shares28.04%2026-03-312026-05-04

Sponsored

DEHP DIMENSIONAL ETF TRUST137.3K shares0.29%2026-03-312026-05-04

FIW FIRST TR EXCHANGE-TRADED FD48.2K shares-1.91%2026-03-312026-05-04

AVMC AMERICAN CENTY ETF TR67.6K shares6.99%2026-03-312026-05-04

EFAA INVESCO ACTIVELY MANAGED EXC95.4K shares280.74%2026-03-312026-05-04

IREN IREN LIMITED106.9K shares40.33%2026-03-312026-05-04

PWB INVESCO EXCHANGE TRADED FD T35.1K shares-1.88%2026-03-312026-05-04

MA MASTERCARD INCORPORATED10.0K shares-2.79%2026-03-312026-05-04

TIP ISHARES TR45.4K shares64.57%2026-03-312026-05-04

Sponsored

IBHH ISHARES TR213.0K sharesnew addition2026-03-312026-05-04

IBHJ ISHARES TR189.5K sharesnew addition2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST20.3K shares-2.19%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS52.8K shares-9.34%2026-03-312026-05-04

IWF ISHARES TR10.1K shares-1.15%2026-03-312026-05-04

AVRE AMERICAN CENTY ETF TR101.0K shares7.02%2026-03-312026-05-04

AJG GALLAGHER ARTHUR J & CO21.4K shares2.39%2026-03-312026-05-04

IBDT ISHARES TR184.6K shares755.85%2026-03-312026-05-04

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD25.3K shares-2.36%2026-03-312026-05-04

VGT VANGUARD WORLD FD45.1K shares484.58%2026-03-312026-05-04

INTU INTUIT11.3K shares17.19%2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T29.2K shares28.10%2026-03-312026-05-04

JHMM JOHN HANCOCK EXCHANGE TRADED63.8K shares-0.02%2026-03-312026-05-04

EMLP FIRST TR EXCHANGE-TRADED FD106.0K shares0.15%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP17.1K shares1.01%2026-03-312026-05-04

PEP PEPSICO INC29.4K shares32.09%2026-03-312026-05-04

Sponsored

FTHI FIRST TR EXCHANGE TRADED FD190.6K shares0.35%2026-03-312026-05-04

ABNB AIRBNB INC31.0K shares27.20%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.5K shares15.59%2026-03-312026-05-04

DGRO ISHARES TR61.0K shares-1.40%2026-03-312026-05-04

ICSH ISHARES TR87.8K shares-0.29%2026-03-312026-05-04

CWB SPDR SERIES TRUST43.5K shares-5.08%2026-03-312026-05-04

IBDW ISHARES TR208.4K shares1647.52%2026-03-312026-05-04

IBDU ISHARES TR188.2K shares1643.66%2026-03-312026-05-04

Sponsored

IBDV ISHARES TR199.2K shares1669.86%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS28.2K shares7.02%2026-03-312026-05-04

CVX CHEVRON CORPORATION23.4K shares11.87%2026-03-312026-05-04

PAA PLAINS ALL AMERN PIPELINE L205.2K shares0.07%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC24.5K shares10.82%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC3.7K shares-0.25%2026-03-312026-05-04

SLYG SPDR SERIES TRUST40.6K shares4.14%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC37.8K shares1.48%2026-03-312026-05-04

Sponsored

IVE ISHARES TR19.3K shares-11.86%2026-03-312026-05-04

PAGP PLAINS GP HLDGS L P182.6K shares1.61%2026-03-312026-05-04

FVD FIRST TR EXCHANGE-TRADED FD87.5K shares-0.09%2026-03-312026-05-04

CSCO CISCO SYS INC46.0K shares8.93%2026-03-312026-05-04

INTC INTEL CORP63.2K shares-3.53%2026-03-312026-05-04

SPYG SPDR SERIES TRUST36.6K shares14.30%2026-03-312026-05-04

SLYV SPDR SERIES TRUST39.6K shares1.23%2026-03-312026-05-04

CG CARLYLE GROUP INC77.0K shares-0.06%2026-03-312026-05-04

Sponsored

SPSM SPDR SERIES TRUST73.8K shares5.04%2026-03-312026-05-04

JPC NUVEEN PFD & INCOME OPPORTUN488.3K shares-8.92%2026-03-312026-05-04

SDY SPDR SERIES TRUST26.4K shares-0.22%2026-03-312026-05-04

QUAL ISHARES TR18.6K shares52.14%2026-03-312026-05-04

IXUS ISHARES TR41.0K shares-1.27%2026-03-312026-05-04

FIX COMFORT SYS USA INC2.2K shares46.74%2026-03-312026-05-04

EEM ISHARES TR59.9K shares-3.16%2026-03-312026-05-04

HD HOME DEPOT INC11.2K shares6.19%2026-03-312026-05-04

Sponsored

GLD SPDR GOLD TR8.7K shares-22.30%2026-03-312026-05-04

ARES ARES MANAGEMENT CORPORATION31.2K shares20.43%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO64.1K shares46.13%2026-03-312026-05-04

DFEV DIMENSIONAL ETF TRUST94.6K shares7.62%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST83.3K shares1.99%2026-03-312026-05-04

ISCV ISHARES TR50.4K shares0.09%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC4.0K shares9.76%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP9.5K shares23.81%2026-03-312026-05-04

Sponsored

VTEB VANGUARD MUN BD FDS72.9K shares9.61%2026-03-312026-05-04

PWR QUANTA SVCS INC6.0K shares0.35%2026-03-312026-05-04

ENB ENBRIDGE INC70.3K shares0.21%2026-03-312026-05-04

TDIV FIRST TR EXCHANGE TRADED FD34.1K shares-5.73%2026-03-312026-05-04

SPYV SPDR SERIES TRUST61.3K shares4.08%2026-03-312026-05-04

AMAT APPLIED MATLS INC8.9K shares11.07%2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR68.4K shares-4.33%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T65.7K shares-0.03%2026-03-312026-05-04

Sponsored

VTIP VANGUARD MALVERN FDS70.0K shares1.15%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC26.7K shares11.76%2026-03-312026-05-04

NFLX NETFLIX INC.37.0K shares26.77%2026-03-312026-05-04

DVY ISHARES TR22.0K shares9.87%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC21.7K shares-1.80%2026-03-312026-05-04

KO COCA COLA CO44.2K shares6.63%2026-03-312026-05-04

VOT VANGUARD INDEX FDS11.6K shares-0.83%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.1K shares-0.73%2026-03-312026-05-04

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WFC WELLS FARGO & CO40.4K shares11.08%2026-03-312026-05-04

XC WISDOMTREE TR98.8K shares1.65%2026-03-312026-05-04

MUB ISHARES TR30.0K shares-11.66%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS26.1K shares-0.66%2026-03-312026-05-04

NXE NEXGEN ENERGY LTD245.4K shares37.54%2026-03-312026-05-04

MACH NATURAL RESOURCES LP MACH NATURAL RESOURCES LP247.3K shares-0.34%2026-03-312026-05-04

MPC MARATHON PETE CORP14.2K shares-0.69%2026-03-312026-05-04

AMT AMERICAN TOWER CORP17.8K shares-8.15%2026-03-312026-05-04

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SCHW SCHWAB CHARLES CORP34.3K shares16.34%2026-03-312026-05-04

TER TERADYNE INC8.1K shares38.34%2026-03-312026-05-04

MSTR STRATEGY INC17.4K shares5.57%2026-03-312026-05-04

BAC BANK AMERICA CORP58.5K shares11.21%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST80.2K shares55.24%2026-03-312026-05-04

STIP ISHARES TR29.7K shares0.41%2026-03-312026-05-04

BA BOEING CO13.0K shares24.91%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP5.4K shares55.65%2026-03-312026-05-04

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DSI ISHARES TR22.5K shares-0.17%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST102.7K shares0.52%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP14.6K shares14.22%2026-03-312026-05-04

JBHT HUNT J B TRANS SVCS INC11.7K shares42.25%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS35.9K shares-3.33%2026-03-312026-05-04

FPX FIRST TR EXCHANGE-TRADED FD15.8K shares-23.17%2026-03-312026-05-04

WM WASTE MGMT INC DEL12.7K shares8.48%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF63.3K shares18.10%2026-03-312026-05-04

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VXUS VANGUARD STAR FDS34.1K shares12.61%2026-03-312026-05-04

CAT CATERPILLAR INC3.5K shares0.23%2026-03-312026-05-04

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD57.6K shares1.09%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC7.1K shares-6.65%2026-03-312026-05-04

DHR DANAHER CORP DEL15.0K shares42.84%2026-03-312026-05-04

MDST ULTIMUS MANAGERS TR97.7K sharesnew addition2026-03-312026-05-04

DJP BARCLAYS BANK PLC56.4K shares-23.74%2026-03-312026-05-04

SBUX STARBUCKS CORP27.3K shares32.83%2026-03-312026-05-04

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PCG PG&E CORP159.8K shares61.80%2026-03-312026-05-04

ADM ARCHER DANIELS MIDLAND CO38.3K shares0.05%2026-03-312026-05-04

TJX TJX COS INC NEW16.7K shares72.63%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO8.6K shares43.62%2026-03-312026-05-04

RTX RTX CORPORATION14.3K shares4.73%2026-03-312026-05-04

LINDE PLC LINDE PLC5.2K shares22.57%2026-03-312026-05-04

IHI ISHARES TR48.5K shares-3.27%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F16.9K shares4.41%2026-03-312026-05-04

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CMI CUMMINS INC3.9K shares26.89%2026-03-312026-05-04

PFE PFIZER INC93.3K shares13.39%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC15.1K shares10.41%2026-03-312026-05-04

QDPL PACER FDS TR56.4K shares-5.79%2026-03-312026-05-04

NEE NEXTERA ENERGY INC27.2K shares3.58%2026-03-312026-05-04

PSX PHILLIPS 6615.2K shares29.92%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST47.5K shares0.35%2026-03-312026-05-04

MCO MOODYS CORP5.1K shares-5.20%2026-03-312026-05-04

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IQLT ISHARES TR48.5K shares0.00%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F40.3K shares5.65%2026-03-312026-05-04

IEMG ISHARES INC30.4K shares-1.27%2026-03-312026-05-04

DLN WISDOMTREE TR25.3K shares0.21%2026-03-312026-05-04

FDX FEDEX CORP6.1K shares33.70%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO7.0K shares2.42%2026-03-312026-05-04

FRI FIRST TR EXCHANGE-TRADED FD76.9K shares-4.47%2026-03-312026-05-04

AVMV AMERICAN CENTY ETF TR29.2K shares9.02%2026-03-312026-05-04

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MS MORGAN STANLEY11.9K shares18.46%2026-03-312026-05-04

AMGN AMGEN INC6.6K shares12.14%2026-03-312026-05-04

FIVE FIVE BELOW INC9.4K shares62.76%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.0K shares3.74%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC5.4K shares-0.84%2026-03-312026-05-04

SHYG ISHARES TR52.5K shares13.14%2026-03-312026-05-04

EIX EDISON INTL32.2K shares35.39%2026-03-312026-05-04

PHO INVESCO EXCHANGE TRADED FD T32.0K shares-0.20%2026-03-312026-05-04

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SHOP SHOPIFY INC16.8K shares4.26%2026-03-312026-05-04

PSFF PACER FDS TR66.1K shares-7.14%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC9.8K shares22.54%2026-03-312026-05-04

HDV ISHARES TR16.6K shares3.41%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC12.3K shares4075.17%2026-03-312026-05-04

SYK STRYKER CORPORATION6.6K shares47.84%2026-03-312026-05-04

SUSA ISHARES TR15.1K shares-0.15%2026-03-312026-05-04

CBOE CBOE GLOBAL MKTS INC7.3K sharesnew addition2026-03-312026-05-04

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HYLS FIRST TR EXCHANGE-TRADED FD52.5K shares7.34%2026-03-312026-05-04

CNC CENTENE CORP DEL55.1K shares20.27%2026-03-312026-05-04

XSMO INVESCO EXCHANGE TRADED FD T25.2K shares57.38%2026-03-312026-05-04

CRWD CROWDSTRIKE HLDGS INC4.5K shares9.02%2026-03-312026-05-04

ASPI ASP ISOTOPES INC374.1K sharesnew addition2026-03-312026-05-04

GM GENERAL MTRS CO26.4K shares37.17%2026-03-312026-05-04

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO52.2K shares-3.74%2026-03-312026-05-04

CB CHUBB LTD SWITZ6.4K shares3.77%2026-03-312026-05-04

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HON HONEYWELL INTL INC9.5K shares48.90%2026-03-312026-05-04

QCOM QUALCOMM INC15.2K shares-3.12%2026-03-312026-05-04

SPTM SPDR SERIES TRUST23.9K shares0.64%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP7.5K shares61.25%2026-03-312026-05-04

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO36.9K shares-19.59%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI57.7K shares586.53%2026-03-312026-05-04

SOXX ISHARES TR4.7K shares-24.99%2026-03-312026-05-04

APH AMPHENOL CORP13.8K shares31.46%2026-03-312026-05-04

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EQWL INVESCO EXCHANGE TRADED FD T16.8K shares96.00%2026-03-312026-05-04

VTC VANGUARD SCOTTSDALE FDS26.2K shares1.22%2026-03-312026-05-04

SPGI S&P GLOBAL INC4.5K shares87.47%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC28.7K shares49.81%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS25.5K shares11.15%2026-03-312026-05-04

EQT CORP EQT CORP33.9K shares-9.75%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC9.3K shares42.21%2026-03-312026-05-04

ADBE ADOBE INC7.8K shares31.20%2026-03-312026-05-04

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HODL VANECK BITCOIN ETF88.7K shares18.82%2026-03-312026-05-04

EXPE EXPEDIA GROUP INC7.4K shares-11.37%2026-03-312026-05-04

DAL DELTA AIR LINES INC28.7K shares39.38%2026-03-312026-05-04

DGRW WISDOMTREE TR20.9K shares0.07%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC42.6K shares17.24%2026-03-312026-05-04

DFAW DIMENSIONAL ETF TRUST24.6K shares25.06%2026-03-312026-05-04

FTI TECHNIPFMC PLC27.0K shares46.48%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC5.5K shares-19.40%2026-03-312026-05-04

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ASML ASML HLDG NV1.3K shares-18.17%2026-03-312026-05-04

PFXF VANECK ETF TRUST103.1K shares1.03%2026-03-312026-05-04

ITT INC ITT INC8.8K shares128.95%2026-03-312026-05-04

ESGD ISHARES TR18.9K shares4.31%2026-03-312026-05-04

TSN TYSON FOODS INC29.3K shares46.61%2026-03-312026-05-04

TGT TARGET CORP14.5K shares-6.35%2026-03-312026-05-04

EME EMCOR GROUP INC2.2K shares127.30%2026-03-312026-05-04

CVS CVS HEALTH CORP24.7K shares4.62%2026-03-312026-05-04

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SUB ISHARES TR17.7K shares0.15%2026-03-312026-05-04

VFQY VANGUARD WELLINGTON FD11.8K shares-2.37%2026-03-312026-05-04

ESML ISHARES TR36.7K shares-0.12%2026-03-312026-05-04

EPS WISDOMTREE TR25.2K shares-3.34%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC3.9K shares12.00%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION13.3K shares116.33%2026-03-312026-05-04

T AT&T INC70.8K shares9.40%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP3.1K shares2.24%2026-03-312026-05-04

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NTRS NORTHERN TR CORP10.9K shares51.92%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS21.8K shares-19.16%2026-03-312026-05-04

URNJ SPROTT FDS TR54.0K shares14.89%2026-03-312026-05-04

IOO ISHARES TR13.6K shares27.93%2026-03-312026-05-04

IJJ ISHARES TR12.8K shares5.38%2026-03-312026-05-04

GRMN GARMIN LTD6.8K shares35.26%2026-03-312026-05-04

DON WISDOMTREE TR32.6K shares-1.07%2026-03-312026-05-04

PJUL INNOVATOR ETFS TRUST37.6K shares-9.13%2026-03-312026-05-04

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EMR EMERSON ELEC CO12.5K shares5.85%2026-03-312026-05-04

VV VANGUARD INDEX FDS5.5K shares0.18%2026-03-312026-05-04

XSD SPDR SERIES TRUST4.0K shares0.02%2026-03-312026-05-04

ICF ISHARES TR26.9K shares133.05%2026-03-312026-05-04

CALF PACER FDS TR36.7K shares-7.58%2026-03-312026-05-04

ESGU ISHARES TR11.3K shares0.57%2026-03-312026-05-04

AVLC AMERICAN CENTY ETF TR20.5K shares0.22%2026-03-312026-05-04

NVT NVENT ELEC PLC12.4K shares92.81%2026-03-312026-05-04

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CFG CITIZENS FINL GROUP INC26.6K shares30.21%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC9.8K shares135.27%2026-03-312026-05-04

PTLO PORTILLOS INC263.4K shares0.95%2026-03-312026-05-04

IVW ISHARES TR13.2K shares-13.93%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T21.3K shares-10.03%2026-03-312026-05-04

IWP ISHARES TR12.4K shares1.01%2026-03-312026-05-04

IVOG VANGUARD ADMIRAL FDS INC12.5K shares-0.05%2026-03-312026-05-04

NEM NEWMONT CORP15.0K shares15.30%2026-03-312026-05-04

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MATCH GROUP INC NEW MATCH GROUP INC NEW45.3K shares131.52%2026-03-312026-05-04

VRSN VERISIGN INC6.1K shares57.61%2026-03-312026-05-04

MNST MONSTER BEVERAGE CORP NEW21.5K shares10.88%2026-03-312026-05-04

PAYX PAYCHEX INC17.3K shares24.11%2026-03-312026-05-04

PFF ISHARES TR51.2K shares-7.20%2026-03-312026-05-04

KLAC KLA CORP889 shares19.01%2026-03-312026-05-04

CRM SALESFORCE INC8.5K shares-0.84%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F20.0K shares10.59%2026-03-312026-05-04

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FNDX SCHWAB STRATEGIC TR54.2K shares-0.28%2026-03-312026-05-04

ULTA ULTA BEAUTY INC2.8K shares68.83%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC6.6K shares12.81%2026-03-312026-05-04

ROP ROPER TECHNOLOGIES INC4.3K shares6.97%2026-03-312026-05-04

VIGI VANGUARD WHITEHALL FDS17.2K shares-25.03%2026-03-312026-05-04

XBJL INNOVATOR ETFS TRUST39.8K shares0.00%2026-03-312026-05-04

DNN DENISON MINES CORP382.9K shares35.49%2026-03-312026-05-04

ROST ROSS STORES INC6.9K shares105.49%2026-03-312026-05-04

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DOW DOW HLDGS INC40.1K shares357.39%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST41.2K shares3.92%2026-03-312026-05-04

ATLASSIAN CORPORATION ATLASSIAN CORPORATION21.0K shares150.99%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.7K shares17.98%2026-03-312026-05-04

FTSM FIRST TR EXCHANGE-TRADED FD25.9K shares14.42%2026-03-312026-05-04

USB US BANCORP27.4K shares9.13%2026-03-312026-05-04

MCK MCKESSON CORP1.9K shares52.16%2026-03-312026-05-04

MOAT VANECK ETF TRUST15.1K shares-2.90%2026-03-312026-05-04

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CEG CONSTELLATION ENERGY CORP5.4K shares5.53%2026-03-312026-05-04

RL RALPH LAUREN CORP4.1K shares20.99%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST28.2K shares2.87%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC3.2K shares2.71%2026-03-312026-05-04

CW CURTISS WRIGHT CORP2.1K shares19.76%2026-03-312026-05-04

IUSG ISHARES TR8.5K shares9.13%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS2.0K shares48.77%2026-03-312026-05-04

ILMN ILLUMINA INC11.4K shares-7.66%2026-03-312026-05-04

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ATO ATMOS ENERGY CORP8.1K shares31.91%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC15.8K shares-12.68%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO18.0K shares22.08%2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR63.2K shares2.81%2026-03-312026-05-04

EVR EVERCORE INC4.2K shares169.73%2026-03-312026-05-04

BURL BURLINGTON STORES INC4.3K sharesnew addition2026-03-312026-05-04

ZM ZOOM COMMUNICATIONS INC15.8K shares-29.85%2026-03-312026-05-04

CPRT COPART INC43.0K shares175.58%2026-03-312026-05-04

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VONV VANGUARD SCOTTSDALE FDS14.6K shares-0.86%2026-03-312026-05-04

CRUS CIRRUS LOGIC INC8.5K shares11.71%2026-03-312026-05-04

TPR TAPESTRY INC9.7K shares9.46%2026-03-312026-05-04

EXC EXELON CORP30.9K shares18.45%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR44.2K shares0.89%2026-03-312026-05-04

TRIN TRINITY CAP INC87.9K shares-2.13%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-04

QTEC FIRST TR EXCHANGE-TRADED FD5.5K shares1.00%2026-03-312026-05-04

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USAC USA COMPRESSION PARTNERS LP52.3K shares-7.72%2026-03-312026-05-04

ISPY PROSHARES TR30.2K shares41.08%2026-03-312026-05-04

ALL ALLSTATE CORP6.5K shares9.89%2026-03-312026-05-04

VSGX VANGUARD WORLD FD17.9K shares-0.01%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC1.3K shares53.92%2026-03-312026-05-04

IBB ISHARES TR7.9K shares-0.24%2026-03-312026-05-04

AROC ARCHROCK INC38.1K shares0.12%2026-03-312026-05-04

DG DOLLAR GEN CORP11.1K shares26.64%2026-03-312026-05-04

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SYF SYNCHRONY FINANCIAL17.4K shares28.48%2026-03-312026-05-04

INDA ISHARES TR27.3K shares0.38%2026-03-312026-05-04

HIO WESTERN ASSET HIGH INCOME OP368.3K shares-7.68%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP4.5K shares0.71%2026-03-312026-05-04

USHY ISHARES TR36.2K shares2.27%2026-03-312026-05-04

IDEV ISHARES TR15.3K shares11.67%2026-03-312026-05-04

SPBC SIMPLIFY EXCHANGE TRADED FUN29.2K shares-1.62%2026-03-312026-05-04

BMAY INNOVATOR ETFS TRUST29.2K shares-6.73%2026-03-312026-05-04

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COP CONOCOPHILLIPS11.0K shares8.80%2026-03-312026-05-04

NFRA FLEXSHARES TR20.5K shares1.20%2026-03-312026-05-04

IVOL KRANESHARES TRUST72.3K shares0.00%2026-03-312026-05-04

FEM FIRST TR EXCH TRD ALPHDX FD40.3K shares3.08%2026-03-312026-05-04

APP APPLOVIN CORP2.7K shares6.23%2026-03-312026-05-04

LMBS FIRST TR EXCHANGE-TRADED FD26.1K shares-5.38%2026-03-312026-05-04

SO SOUTHERN CO14.2K shares53.19%2026-03-312026-05-04

UJUL INNOVATOR ETFS TRUST32.6K shares0.00%2026-03-312026-05-04

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LVS LAS VEGAS SANDS CORP22.8K shares82.75%2026-03-312026-05-04

CROWN CASTLE INC CROWN CASTLE INC15.1K shares-6.35%2026-03-312026-05-04

PJUN INNOVATOR ETFS TRUST30.1K shares-3.70%2026-03-312026-05-04

FDN FIRST TR EXCHANGE-TRADED FD4.9K shares0.00%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC12.2K shares6.36%2026-03-312026-05-04

PAG PENSKE AUTOMOTIVE GRP INC8.0K shares-8.48%2026-03-312026-05-04

GAP GAP INC49.2K shares53.15%2026-03-312026-05-04

SNDK SANDISK CORP1.3K shares-12.78%2026-03-312026-05-04

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RDVY FIRST TR EXCHANGE TRADED FD16.9K shares11.04%2026-03-312026-05-04

EVRG EVERGY INC15.9K shares13.13%2026-03-312026-05-04

CCK CROWN HLDGS INC12.4K shares7.54%2026-03-312026-05-04

IRM IRON MTN INC DEL10.7K shares69.30%2026-03-312026-05-04

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BK BANK NEW YORK MELLON CORP9.2K shares23.63%2026-03-312026-05-04

ES EVERSOURCE ENERGY18.6K shares84.04%2026-03-312026-05-04

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ROKU ROKU INC10.5K shares56.85%2026-03-312026-05-04

CTVA CORTEVA INC15.5K shares8.45%2026-03-312026-05-04

BALL BALL CORP19.7K shares129.55%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC4.1K shares109.08%2026-03-312026-05-04

OEF ISHARES TR3.5K shares-2.78%2026-03-312026-05-04

PCOR PROCORE TECHNOLOGIES INC21.4K shares45.88%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND2.5K shares-1.52%2026-03-312026-05-04

OHI OMEGA HEALTHCARE INVS INC27.0K shares22.81%2026-03-312026-05-04

Sponsored

JRI NUVEEN REAL ASSET INCOME & G93.1K shares12.13%2026-03-312026-05-04

INGR INGREDION INC10.7K shares44.67%2026-03-312026-05-04

FTA FIRST TR EXCHANGE-TRADED ALP12.7K shares0.28%2026-03-312026-05-04

SPGM SPDR INDEX SHS FDS14.7K shares-2.20%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC2.7K shares8.70%2026-03-312026-05-04

UAL UNITED AIRLS HLDGS INC13.0K shares31.24%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO3.6K shares3.85%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST26.4K shares3.03%2026-03-312026-05-04

Sponsored

ADP AUTOMATIC DATA PROCESSING IN5.9K shares38.29%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR20.9K shares-0.79%2026-03-312026-05-04

ITA ISHARES TR5.3K shares-0.04%2026-03-312026-05-04

JBL JABIL INC3.5K shares17.21%2026-03-312026-05-04

CALAMOS ETF TR CALAMOS ETF TR44.3K shares172.18%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR32.6K shares0.42%2026-03-312026-05-04

A AGILENT TECHNOLOGIES INC9.6K shares104.59%2026-03-312026-05-04

KEYS KEYSIGHT TECHNOLOGIES INC3.4K shares59.62%2026-03-312026-05-04

Sponsored

TSHA TAYSHA GENE THERAPIES INC170.8K shares2.53%2026-03-312026-05-04

TXG 10X GENOMICS INC49.9K shares16.72%2026-03-312026-05-04

LULU LULULEMON ATHLETICA INC7.0K shares201.78%2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.5K shares6.02%2026-03-312026-05-04

MPWR MONOLITHIC PWR SYS INC746 shares41.29%2026-03-312026-05-04

FIS FIDELITY NATL INFORMATION SV23.6K shares205.63%2026-03-312026-05-04

NYT NEW YORK TIMES CO MTN BE13.9K shares79.63%2026-03-312026-05-04

AON PLC AON PLC3.4K shares164.09%2026-03-312026-05-04

Sponsored

SSO PROSHARES TR18.1K shares-2.79%2026-03-312026-05-04

CEFS EXCHANGE LISTED FDS TR45.1K shares-0.72%2026-03-312026-05-04

SGOV ISHARES TR10.9K shares36.22%2026-03-312026-05-04

LOW LOWES COS INC4.5K shares-2.27%2026-03-312026-05-04

VANGUARD INDEX FDS

4.90%

Shares279.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

318.16%

Shares1.6M

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

3.19%

Shares565.8K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

1.74%

Shares1.1M

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

2.52%

Shares301.5K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

0.98%

Shares2.1M

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

508.39%

Shares904.4K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

1.56%

Shares158.7K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

1.51%

Shares3.4M

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-2.01%

Shares894.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

7.96%

Shares132.5K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

1.58%

Shares78.2K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

2.07%

Shares681.4K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

6.09%

Shares182.8K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

5.75%

Shares1.8M

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

2.91%

Shares67.2K

Event2026-03-31

Filed2026-05-04

SFLR

INNOVATOR ETFS TRUST

-5.93%

Shares1.3M

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

10.04%

Shares127.8K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

2.55%

Shares1.1M

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

-3.12%

Shares255.1K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

7.82%

Shares154.1K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

3.96%

Shares897.0K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

6.82%

Shares1.0M

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.14%

Shares45.6K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

9.85%

Shares569.8K

Event2026-03-31

Filed2026-05-04

AVLV

AMERICAN CENTY ETF TR

2.05%

Shares347.0K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

7.39%

Shares93.7K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

1.34%

Shares224.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

6.48%

Shares83.9K

Event2026-03-31

Filed2026-05-04

MPLX

MPLX LP

1.47%

Shares486.7K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

2.69%

Shares41.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.54%

Shares79.6K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

2.06%

Shares222.6K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

0.31%

Shares969.3K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

7.44%

Shares821.2K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

6.97%

Shares633.8K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

-0.85%

Shares217.7K

Event2026-03-31

Filed2026-05-04

GBIL

GOLDMAN SACHS ETF TR

30.62%

Shares255.4K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

4.90%

Shares125.6K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-0.25%

Shares643.1K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

-0.21%

Shares76.2K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

3.76%

Shares604.4K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

3.40%

Shares32.9K

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

-3.18%

Shares253.3K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

2.84%

Shares372.9K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

0.51%

Shares237.7K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

2.75%

Shares157.1K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

3.21%

Shares572.5K

Event2026-03-31

Filed2026-05-04

DUSB

DIMENSIONAL ETF TRUST

-18.93%

Shares409.5K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

2.66%

Shares22.0K

Event2026-03-31

Filed2026-05-04

WMB

WILLIAMS COS INC

-6.72%

Shares279.3K

Event2026-03-31

Filed2026-05-04

BROOKFIELD CORP

-3.34%

Shares408.3K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

69.12%

Shares44.5K

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

4.93%

Shares430.6K

Event2026-03-31

Filed2026-05-04

IWC

ISHARES TR

4.44%

Shares99.6K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

-9.63%

Shares553.5K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

5.02%

Shares210.1K

Event2026-03-31

Filed2026-05-04

BIP

BROOKFIELD INFRASTRUCTURE PA

-1.30%

Shares486.4K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

3.27%

Shares89.9K

Event2026-03-31

Filed2026-05-04

FDM

FIRST TR EXCHANGE-TRADED FD

0.83%

Shares192.1K

Event2026-03-31

Filed2026-05-04

IGIB

ISHARES TR

24.02%

Shares300.8K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

7.26%

Shares96.6K

Event2026-03-31

Filed2026-05-04

STXE

EA SERIES TRUST

-2.92%

Shares333.4K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

11.39%

Shares535.9K

Event2026-03-31

Filed2026-05-04

DFLV

DIMENSIONAL ETF TRUST

-4.52%

Shares373.7K

Event2026-03-31

Filed2026-05-04

VCRB

VANGUARD MALVERN FDS

20.53%

Shares174.0K

Event2026-03-31

Filed2026-05-04

VUSB

VANGUARD BD INDEX FDS

107.74%

Shares264.9K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

0.87%

Shares176.9K

Event2026-03-31

Filed2026-05-04

SPMO

INVESCO EXCH TRADED FD TR II

2.40%

Shares98.7K

Event2026-03-31

Filed2026-05-04

UCON

FIRST TR EXCHNG TRADED FD VI

4.20%

Shares510.5K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

6.85%

Shares383.5K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

22.73%

Shares25.5K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

0.11%

Shares53.7K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

13.41%

Shares58.6K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

9.63%

Shares10.2K

Event2026-03-31

Filed2026-05-04

MTUM

ISHARES TR

-0.35%

Shares41.0K

Event2026-03-31

Filed2026-05-04

VISA INC

-0.92%

Shares36.3K

Event2026-03-31

Filed2026-05-04

ARCC

ARES CAPITAL CORP

-0.00%

Shares575.6K

Event2026-03-31

Filed2026-05-04

SNTH

TIDAL TRUST III

52.97%

Shares372.4K

Event2026-03-31

Filed2026-05-04

DEXC

DIMENSIONAL ETF TRUST

14.53%

Shares140.7K

Event2026-03-31

Filed2026-05-04

TRGP

TARGA RES CORP

-4.12%

Shares43.3K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

5.10%

Shares107.3K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

7.67%

Shares102.0K

Event2026-03-31

Filed2026-05-04

EVV

EATON VANCE LIMITED DURATION

1.26%

Shares1.1M

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

3.02%

Shares67.1K

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

0.58%

Shares203.5K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-0.08%

Shares35.5K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

1.72%

Shares102.4K

Event2026-03-31

Filed2026-05-04

ETR

ENTERGY CORP NEW

-0.05%

Shares88.0K

Event2026-03-31

Filed2026-05-04

FYX

FIRST TR EXCHANGE-TRADED ALP

1.80%

Shares72.6K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

5.94%

Shares90.7K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

18.66%

Shares9.2K

Event2026-03-31

Filed2026-05-04

LDP

COHEN & STEERS LTD DURATION

-2.42%

Shares438.1K

Event2026-03-31

Filed2026-05-04

ASTS

AST SPACEMOBILE INC

5.14%

Shares108.2K

Event2026-03-31

Filed2026-05-04

KKR & CO INC

14.63%

Shares86.3K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

2.03%

Shares68.1K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-6.53%

Shares38.3K

Event2026-03-31

Filed2026-05-04

FPE

FIRST TR EXCH TRADED FD III

1.58%

Shares472.2K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

5.68%

Shares176.8K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

12.79%

Shares29.6K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

2.58%

Shares123.5K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES TR

-2.38%

Shares65.3K

Event2026-03-31

Filed2026-05-04

FNX

FIRST TR EXCHANGE-TRADED ALP

2.14%

Shares60.1K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

7.81%

Shares27.2K

Event2026-03-31

Filed2026-05-04

QFLR

INNOVATOR ETFS TRUST

-3.29%

Shares234.4K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

2.28%

Shares127.8K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

0.46%

Shares87.6K

Event2026-03-31

Filed2026-05-04

MDYG

SPDR SERIES TRUST

5.37%

Shares74.3K

Event2026-03-31

Filed2026-05-04

DFVX

DIMENSIONAL ETF TRUST

3.98%

Shares95.1K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

-0.35%

Shares239.0K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

5.29%

Shares19.0K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

0.52%

Shares178.9K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

1.88%

Shares31.4K

Event2026-03-31

Filed2026-05-04

CSD

INVESCO EXCHANGE TRADED FD T

-0.35%

Shares56.9K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

3.25%

Shares29.1K

Event2026-03-31

Filed2026-05-04

FEX

FIRST TR EXCHANGE-TRADED ALP

-0.08%

Shares54.8K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

-4.70%

Shares41.3K

Event2026-03-31

Filed2026-05-04

EBI

RBB FUND TRUST

0.00%

Shares111.3K

Event2026-03-31

Filed2026-05-04

IJT

ISHARES TR

-0.24%

Shares42.9K

Event2026-03-31

Filed2026-05-04

IWV

ISHARES TR

12.95%

Shares16.9K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

1.25%

Shares65.3K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

7.69%

Shares113.1K

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

-10.62%

Shares103.4K

Event2026-03-31

Filed2026-05-04

FTSL

FIRST TR EXCHANGE-TRADED FD

1.23%

Shares140.0K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

14.47%

Shares22.7K

Event2026-03-31

Filed2026-05-04

LNG

CHENIERE ENERGY INC

-3.62%

Shares24.3K

Event2026-03-31

Filed2026-05-04

OBDC

BLUE OWL CAPITAL CORPORATION

-1.70%

Shares538.7K

Event2026-03-31

Filed2026-05-04

NUV

NUVEEN MUN VALUE FD INC

-3.49%

Shares683.2K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

13.36%

Shares27.4K

Event2026-03-31

Filed2026-05-04

APOLLO GLOBAL MGMT INC

2.33%

Shares47.9K

Event2026-03-31

Filed2026-05-04

AVIV

AMERICAN CENTY ETF TR

-1.25%

Shares79.6K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

4.92%

Shares48.7K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

5.06%

Shares24.1K

Event2026-03-31

Filed2026-05-04

DIHP

DIMENSIONAL ETF TRUST

2.48%

Shares178.9K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

10.00%

Shares32.0K

Event2026-03-31

Filed2026-05-04

ROCKET LAB CORP

1.22%

Shares66.4K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

0.03%

Shares15.3K

Event2026-03-31

Filed2026-05-04

OWL

BLUE OWL CAPITAL INC

2.36%

Shares599.5K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

1.52%

Shares115.9K

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

-0.25%

Shares55.6K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

-2.06%

Shares17.4K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

0.48%

Shares65.4K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

3.22%

Shares36.6K

Event2026-03-31

Filed2026-05-04

SILJ

AMPLIFY ETF TR

11.71%

Shares181.0K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

-4.04%

Shares61.8K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

2.53%

Shares218.7K

Event2026-03-31

Filed2026-05-04

MDYV

SPDR SERIES TRUST

5.67%

Shares60.5K

Event2026-03-31

Filed2026-05-04

IGV

ISHARES TR

0.44%

Shares61.8K

Event2026-03-31

Filed2026-05-04

AVSC

AMERICAN CENTY ETF TR

21.55%

Shares80.2K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

10.49%

Shares38.0K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

0.11%

Shares60.3K

Event2026-03-31

Filed2026-05-04

CAIE

CALAMOS ETF TR

28.04%

Shares200.1K

Event2026-03-31

Filed2026-05-04

DEHP

DIMENSIONAL ETF TRUST

0.29%

Shares137.3K

Event2026-03-31

Filed2026-05-04

FIW

FIRST TR EXCHANGE-TRADED FD

-1.91%

Shares48.2K

Event2026-03-31

Filed2026-05-04

AVMC

AMERICAN CENTY ETF TR

6.99%

Shares67.6K

Event2026-03-31

Filed2026-05-04

EFAA

INVESCO ACTIVELY MANAGED EXC

280.74%

Shares95.4K

Event2026-03-31

Filed2026-05-04

IREN

IREN LIMITED

40.33%

Shares106.9K

Event2026-03-31

Filed2026-05-04

PWB

INVESCO EXCHANGE TRADED FD T

-1.88%

Shares35.1K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-2.79%

Shares10.0K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

64.57%

Shares45.4K

Event2026-03-31

Filed2026-05-04

IBHH

ISHARES TR

New

Shares213.0K

Event2026-03-31

Filed2026-05-04

IBHJ

ISHARES TR

New

Shares189.5K

Event2026-03-31

Filed2026-05-04

FTEC

FIDELITY COVINGTON TRUST

-2.19%

Shares20.3K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-9.34%

Shares52.8K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-1.15%

Shares10.1K

Event2026-03-31

Filed2026-05-04

AVRE

AMERICAN CENTY ETF TR

7.02%

Shares101.0K

Event2026-03-31

Filed2026-05-04

AJG

GALLAGHER ARTHUR J & CO

2.39%

Shares21.4K

Event2026-03-31

Filed2026-05-04

IBDT

ISHARES TR

755.85%

Shares184.6K

Event2026-03-31

Filed2026-05-04

FXL

FIRST TR EXCHANGE-TRADED FD

-2.36%

Shares25.3K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

484.58%

Shares45.1K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

17.19%

Shares11.3K

Event2026-03-31

Filed2026-05-04

XMMO

INVESCO EXCHANGE TRADED FD T

28.10%

Shares29.2K

Event2026-03-31

Filed2026-05-04

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.02%

Shares63.8K

Event2026-03-31

Filed2026-05-04

EMLP

FIRST TR EXCHANGE-TRADED FD

0.15%

Shares106.0K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

1.01%

Shares17.1K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

32.09%

Shares29.4K

Event2026-03-31

Filed2026-05-04

FTHI

FIRST TR EXCHANGE TRADED FD

0.35%

Shares190.6K

Event2026-03-31

Filed2026-05-04

ABNB

AIRBNB INC

27.20%

Shares31.0K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

15.59%

Shares23.5K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

-1.40%

Shares61.0K

Event2026-03-31

Filed2026-05-04

ICSH

ISHARES TR

-0.29%

Shares87.8K

Event2026-03-31

Filed2026-05-04

CWB

SPDR SERIES TRUST

-5.08%

Shares43.5K

Event2026-03-31

Filed2026-05-04

IBDW

ISHARES TR

1647.52%

Shares208.4K

Event2026-03-31

Filed2026-05-04

IBDU

ISHARES TR

1643.66%

Shares188.2K

Event2026-03-31

Filed2026-05-04

IBDV

ISHARES TR

1669.86%

Shares199.2K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

7.02%

Shares28.2K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

11.87%

Shares23.4K

Event2026-03-31

Filed2026-05-04

PAA

PLAINS ALL AMERN PIPELINE L

0.07%

Shares205.2K

Event2026-03-31

Filed2026-05-04

ARISTA NETWORKS INC

10.82%

Shares24.5K

Event2026-03-31

Filed2026-05-04

TDG

TRANSDIGM GROUP INC

-0.25%

Shares3.7K

Event2026-03-31

Filed2026-05-04

SLYG

SPDR SERIES TRUST

4.14%

Shares40.6K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

1.48%

Shares37.8K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-11.86%

Shares19.3K

Event2026-03-31

Filed2026-05-04

PAGP

PLAINS GP HLDGS L P

1.61%

Shares182.6K

Event2026-03-31

Filed2026-05-04

FVD

FIRST TR EXCHANGE-TRADED FD

-0.09%

Shares87.5K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

8.93%

Shares46.0K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

-3.53%

Shares63.2K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

14.30%

Shares36.6K

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

1.23%

Shares39.6K

Event2026-03-31

Filed2026-05-04

CARLYLE GROUP INC

-0.06%

Shares77.0K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

5.04%

Shares73.8K

Event2026-03-31

Filed2026-05-04

JPC

NUVEEN PFD & INCOME OPPORTUN

-8.92%

Shares488.3K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

-0.22%

Shares26.4K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

52.14%

Shares18.6K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

-1.27%

Shares41.0K

Event2026-03-31

Filed2026-05-04

FIX

COMFORT SYS USA INC

46.74%

Shares2.2K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

-3.16%

Shares59.9K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

6.19%

Shares11.2K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-22.30%

Shares8.7K

Event2026-03-31

Filed2026-05-04

ARES

ARES MANAGEMENT CORPORATION

20.43%

Shares31.2K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

46.13%

Shares64.1K

Event2026-03-31

Filed2026-05-04

DFEV

DIMENSIONAL ETF TRUST

7.62%

Shares94.6K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

1.99%

Shares83.3K

Event2026-03-31

Filed2026-05-04

ISCV

ISHARES TR

0.09%

Shares50.4K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

9.76%

Shares4.0K

Event2026-03-31

Filed2026-05-04

WDC

WESTERN DIGITAL CORP

23.81%

Shares9.5K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

9.61%

Shares72.9K

Event2026-03-31

Filed2026-05-04

PWR

QUANTA SVCS INC

0.35%

Shares6.0K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

0.21%

Shares70.3K

Event2026-03-31

Filed2026-05-04

TDIV

FIRST TR EXCHANGE TRADED FD

-5.73%

Shares34.1K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

4.08%

Shares61.3K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

11.07%

Shares8.9K

Event2026-03-31

Filed2026-05-04

ALPS ETF TR

-4.33%

Shares68.4K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-0.03%

Shares65.7K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

1.15%

Shares70.0K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

11.76%

Shares26.7K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

26.77%

Shares37.0K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

9.87%

Shares22.0K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

-1.80%

Shares21.7K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

6.63%

Shares44.2K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

-0.83%

Shares11.6K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-0.73%

Shares16.1K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

11.08%

Shares40.4K

Event2026-03-31

Filed2026-05-04

WISDOMTREE TR

1.65%

Shares98.8K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

-11.66%

Shares30.0K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

-0.66%

Shares26.1K

Event2026-03-31

Filed2026-05-04

NXE

NEXGEN ENERGY LTD

37.54%

Shares245.4K

Event2026-03-31

Filed2026-05-04

MACH NATURAL RESOURCES LP

-0.34%

Shares247.3K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

-0.69%

Shares14.2K

Event2026-03-31

Filed2026-05-04

AMT

AMERICAN TOWER CORP

-8.15%

Shares17.8K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

16.34%

Shares34.3K

Event2026-03-31

Filed2026-05-04

TER

TERADYNE INC

38.34%

Shares8.1K

Event2026-03-31

Filed2026-05-04

MSTR

STRATEGY INC

5.57%

Shares17.4K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

11.21%

Shares58.5K

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

55.24%

Shares80.2K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

0.41%

Shares29.7K

Event2026-03-31

Filed2026-05-04

BOEING CO

24.91%

Shares13.0K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

55.65%

Shares5.4K

Event2026-03-31

Filed2026-05-04

DSI

ISHARES TR

-0.17%

Shares22.5K

Event2026-03-31

Filed2026-05-04

DFGR

DIMENSIONAL ETF TRUST

0.52%

Shares102.7K

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

14.22%

Shares14.6K

Event2026-03-31

Filed2026-05-04

JBHT

HUNT J B TRANS SVCS INC

42.25%

Shares11.7K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

-3.33%

Shares35.9K

Event2026-03-31

Filed2026-05-04

FPX

FIRST TR EXCHANGE-TRADED FD

-23.17%

Shares15.8K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

8.48%

Shares12.7K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

18.10%

Shares63.3K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

12.61%

Shares34.1K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

0.23%

Shares3.5K

Event2026-03-31

Filed2026-05-04

BROOKFIELD ASSET MANAGMT LTD

1.09%

Shares57.6K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.65%

Shares7.1K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

42.84%

Shares15.0K

Event2026-03-31

Filed2026-05-04

MDST

ULTIMUS MANAGERS TR

New

Shares97.7K

Event2026-03-31

Filed2026-05-04

DJP

BARCLAYS BANK PLC

-23.74%

Shares56.4K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

32.83%

Shares27.3K

Event2026-03-31

Filed2026-05-04

PCG

PG&E CORP

61.80%

Shares159.8K

Event2026-03-31

Filed2026-05-04

ADM

ARCHER DANIELS MIDLAND CO

0.05%

Shares38.3K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

72.63%

Shares16.7K

Event2026-03-31

Filed2026-05-04

VRT

VERTIV HOLDINGS CO

43.62%

Shares8.6K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

4.73%

Shares14.3K

Event2026-03-31

Filed2026-05-04

LINDE PLC

22.57%

Shares5.2K

Event2026-03-31

Filed2026-05-04

IHI

ISHARES TR

-3.27%

Shares48.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

4.41%

Shares16.9K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

26.89%

Shares3.9K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

13.39%

Shares93.3K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

10.41%

Shares15.1K

Event2026-03-31

Filed2026-05-04

QDPL

PACER FDS TR

-5.79%

Shares56.4K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

3.58%

Shares27.2K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

29.92%

Shares15.2K

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

0.35%

Shares47.5K

Event2026-03-31

Filed2026-05-04

MCO

MOODYS CORP

-5.20%

Shares5.1K

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

0.00%

Shares48.5K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

5.65%

Shares40.3K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-1.27%

Shares30.4K

Event2026-03-31

Filed2026-05-04

DLN

WISDOMTREE TR

0.21%

Shares25.3K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

33.70%

Shares6.1K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

2.42%

Shares7.0K

Event2026-03-31

Filed2026-05-04

FRI

FIRST TR EXCHANGE-TRADED FD

-4.47%

Shares76.9K

Event2026-03-31

Filed2026-05-04

AVMV

AMERICAN CENTY ETF TR

9.02%

Shares29.2K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

18.46%

Shares11.9K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

12.14%

Shares6.6K

Event2026-03-31

Filed2026-05-04

FIVE

FIVE BELOW INC

62.76%

Shares9.4K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

3.74%

Shares7.0K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-0.84%

Shares5.4K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES TR

13.14%

Shares52.5K

Event2026-03-31

Filed2026-05-04

EIX

EDISON INTL

35.39%

Shares32.2K

Event2026-03-31

Filed2026-05-04

PHO

INVESCO EXCHANGE TRADED FD T

-0.20%

Shares32.0K

Event2026-03-31

Filed2026-05-04

SHOP

SHOPIFY INC

4.26%

Shares16.8K

Event2026-03-31

Filed2026-05-04

PSFF

PACER FDS TR

-7.14%

Shares66.1K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

22.54%

Shares9.8K

Event2026-03-31

Filed2026-05-04

HDV

ISHARES TR

3.41%

Shares16.6K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

4075.17%

Shares12.3K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

47.84%

Shares6.6K

Event2026-03-31

Filed2026-05-04

SUSA

ISHARES TR

-0.15%

Shares15.1K

Event2026-03-31

Filed2026-05-04

CBOE

CBOE GLOBAL MKTS INC

New

Shares7.3K

Event2026-03-31

Filed2026-05-04

HYLS

FIRST TR EXCHANGE-TRADED FD

7.34%

Shares52.5K

Event2026-03-31

Filed2026-05-04

CNC

CENTENE CORP DEL

20.27%

Shares55.1K

Event2026-03-31

Filed2026-05-04

XSMO

INVESCO EXCHANGE TRADED FD T

57.38%

Shares25.2K

Event2026-03-31

Filed2026-05-04

CRWD

CROWDSTRIKE HLDGS INC

9.02%

Shares4.5K

Event2026-03-31

Filed2026-05-04

ASPI

ASP ISOTOPES INC

New

Shares374.1K

Event2026-03-31

Filed2026-05-04

GENERAL MTRS CO

37.17%

Shares26.4K

Event2026-03-31

Filed2026-05-04

BROOKFIELD INFRASTRUCTURE CO

-3.74%

Shares52.2K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

3.77%

Shares6.4K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

48.90%

Shares9.5K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

-3.12%

Shares15.2K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

0.64%

Shares23.9K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

61.25%

Shares7.5K

Event2026-03-31

Filed2026-05-04

PROFESIONALLY MANAGED PORTFO

-19.59%

Shares36.9K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

586.53%

Shares57.7K

Event2026-03-31

Filed2026-05-04

SOXX

ISHARES TR

-24.99%

Shares4.7K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

31.46%

Shares13.8K

Event2026-03-31

Filed2026-05-04

EQWL

INVESCO EXCHANGE TRADED FD T

96.00%

Shares16.8K

Event2026-03-31

Filed2026-05-04

VTC

VANGUARD SCOTTSDALE FDS

1.22%

Shares26.2K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

87.47%

Shares4.5K

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

49.81%

Shares28.7K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

11.15%

Shares25.5K

Event2026-03-31

Filed2026-05-04

EQT CORP

-9.75%

Shares33.9K

Event2026-03-31

Filed2026-05-04

DELL

DELL TECHNOLOGIES INC

42.21%

Shares9.3K

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

31.20%

Shares7.8K

Event2026-03-31

Filed2026-05-04

HODL

VANECK BITCOIN ETF

18.82%

Shares88.7K

Event2026-03-31

Filed2026-05-04

EXPE

EXPEDIA GROUP INC

-11.37%

Shares7.4K

Event2026-03-31

Filed2026-05-04

DAL

DELTA AIR LINES INC

39.38%

Shares28.7K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

0.07%

Shares20.9K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

17.24%

Shares42.6K

Event2026-03-31

Filed2026-05-04

DFAW

DIMENSIONAL ETF TRUST

25.06%

Shares24.6K

Event2026-03-31

Filed2026-05-04

FTI

TECHNIPFMC PLC

46.48%

Shares27.0K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-19.40%

Shares5.5K

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

-18.17%

Shares1.3K

Event2026-03-31

Filed2026-05-04

PFXF

VANECK ETF TRUST

1.03%

Shares103.1K

Event2026-03-31

Filed2026-05-04

ITT INC

128.95%

Shares8.8K

Event2026-03-31

Filed2026-05-04

ESGD

ISHARES TR

4.31%

Shares18.9K

Event2026-03-31

Filed2026-05-04

TSN

TYSON FOODS INC

46.61%

Shares29.3K

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

-6.35%

Shares14.5K

Event2026-03-31

Filed2026-05-04

EME

EMCOR GROUP INC

127.30%

Shares2.2K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

4.62%

Shares24.7K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

0.15%

Shares17.7K

Event2026-03-31

Filed2026-05-04

VFQY

VANGUARD WELLINGTON FD

-2.37%

Shares11.8K

Event2026-03-31

Filed2026-05-04

ESML

ISHARES TR

-0.12%

Shares36.7K

Event2026-03-31

Filed2026-05-04

EPS

WISDOMTREE TR

-3.34%

Shares25.2K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

12.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

JCI

JOHNSON CONTROLS INTERNATION

116.33%

Shares13.3K

Event2026-03-31

Filed2026-05-04

AT&T INC

9.40%

Shares70.8K

Event2026-03-31

Filed2026-05-04

NOC

NORTHROP GRUMMAN CORP

2.24%

Shares3.1K

Event2026-03-31

Filed2026-05-04

NTRS

NORTHERN TR CORP

51.92%

Shares10.9K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

-19.16%

Shares21.8K

Event2026-03-31

Filed2026-05-04

URNJ

SPROTT FDS TR

14.89%

Shares54.0K

Event2026-03-31

Filed2026-05-04

IOO

ISHARES TR

27.93%

Shares13.6K

Event2026-03-31

Filed2026-05-04

IJJ

ISHARES TR

5.38%

Shares12.8K

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

35.26%

Shares6.8K

Event2026-03-31

Filed2026-05-04

DON

WISDOMTREE TR

-1.07%

Shares32.6K

Event2026-03-31

Filed2026-05-04

PJUL

INNOVATOR ETFS TRUST

-9.13%

Shares37.6K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

5.85%

Shares12.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.18%

Shares5.5K

Event2026-03-31

Filed2026-05-04

XSD

SPDR SERIES TRUST

0.02%

Shares4.0K

Event2026-03-31

Filed2026-05-04

ICF

ISHARES TR

133.05%

Shares26.9K

Event2026-03-31

Filed2026-05-04

CALF

PACER FDS TR

-7.58%

Shares36.7K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

0.57%

Shares11.3K

Event2026-03-31

Filed2026-05-04

AVLC

AMERICAN CENTY ETF TR

0.22%

Shares20.5K

Event2026-03-31

Filed2026-05-04

NVT

NVENT ELEC PLC

92.81%

Shares12.4K

Event2026-03-31

Filed2026-05-04

CFG

CITIZENS FINL GROUP INC

30.21%

Shares26.6K

Event2026-03-31

Filed2026-05-04

MMC

MARSH & MCLENNAN COS INC

135.27%

Shares9.8K

Event2026-03-31

Filed2026-05-04

PTLO

PORTILLOS INC

0.95%

Shares263.4K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

-13.93%

Shares13.2K

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

-10.03%

Shares21.3K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

1.01%

Shares12.4K

Event2026-03-31

Filed2026-05-04

IVOG

VANGUARD ADMIRAL FDS INC

-0.05%

Shares12.5K

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

15.30%

Shares15.0K

Event2026-03-31

Filed2026-05-04

MATCH GROUP INC NEW

131.52%

Shares45.3K

Event2026-03-31

Filed2026-05-04

VRSN

VERISIGN INC

57.61%

Shares6.1K

Event2026-03-31

Filed2026-05-04

MNST

MONSTER BEVERAGE CORP NEW

10.88%

Shares21.5K

Event2026-03-31

Filed2026-05-04

PAYX

PAYCHEX INC

24.11%

Shares17.3K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

-7.20%

Shares51.2K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

19.01%

Shares889

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

-0.84%

Shares8.5K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

10.59%

Shares20.0K

Event2026-03-31

Filed2026-05-04

FNDX

SCHWAB STRATEGIC TR

-0.28%

Shares54.2K

Event2026-03-31

Filed2026-05-04

ULTA

ULTA BEAUTY INC

68.83%

Shares2.8K

Event2026-03-31

Filed2026-05-04

HWM

HOWMET AEROSPACE INC

12.81%

Shares6.6K

Event2026-03-31

Filed2026-05-04

ROP

ROPER TECHNOLOGIES INC

6.97%

Shares4.3K

Event2026-03-31

Filed2026-05-04

VIGI

VANGUARD WHITEHALL FDS

-25.03%

Shares17.2K

Event2026-03-31

Filed2026-05-04

XBJL

INNOVATOR ETFS TRUST

0.00%

Shares39.8K

Event2026-03-31

Filed2026-05-04

DNN

DENISON MINES CORP

35.49%

Shares382.9K

Event2026-03-31

Filed2026-05-04

ROST

ROSS STORES INC

105.49%

Shares6.9K

Event2026-03-31

Filed2026-05-04

DOW

DOW HLDGS INC

357.39%

Shares40.1K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

3.92%

Shares41.2K

Event2026-03-31

Filed2026-05-04

ATLASSIAN CORPORATION

150.99%

Shares21.0K

Event2026-03-31

Filed2026-05-04

SEAGATE TECHNOLOGY HLDNGS PL

17.98%

Shares2.7K

Event2026-03-31

Filed2026-05-04

FTSM

FIRST TR EXCHANGE-TRADED FD

14.42%

Shares25.9K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

9.13%

Shares27.4K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

52.16%

Shares1.9K

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

-2.90%

Shares15.1K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

5.53%

Shares5.4K

Event2026-03-31

Filed2026-05-04

RALPH LAUREN CORP

20.99%

Shares4.1K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

2.87%

Shares28.2K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

2.71%

Shares3.2K

Event2026-03-31

Filed2026-05-04

CURTISS WRIGHT CORP

19.76%

Shares2.1K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

9.13%

Shares8.5K

Event2026-03-31

Filed2026-05-04

REGN

REGENERON PHARMACEUTICALS

48.77%

Shares2.0K

Event2026-03-31

Filed2026-05-04

ILMN

ILLUMINA INC

-7.66%

Shares11.4K

Event2026-03-31

Filed2026-05-04

ATO

ATMOS ENERGY CORP

31.91%

Shares8.1K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

-12.68%

Shares15.8K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

22.08%

Shares18.0K

Event2026-03-31

Filed2026-05-04

SCHZ

SCHWAB STRATEGIC TR

2.81%

Shares63.2K

Event2026-03-31

Filed2026-05-04

EVR

EVERCORE INC

169.73%

Shares4.2K

Event2026-03-31

Filed2026-05-04

BURL

BURLINGTON STORES INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-04

ZOOM COMMUNICATIONS INC

-29.85%

Shares15.8K

Event2026-03-31

Filed2026-05-04

CPRT

COPART INC

175.58%

Shares43.0K

Event2026-03-31

Filed2026-05-04

VONV

VANGUARD SCOTTSDALE FDS

-0.86%

Shares14.6K

Event2026-03-31

Filed2026-05-04

CRUS

CIRRUS LOGIC INC

11.71%

Shares8.5K

Event2026-03-31

Filed2026-05-04

TPR

TAPESTRY INC

9.46%

Shares9.7K

Event2026-03-31

Filed2026-05-04

EXC

EXELON CORP

18.45%

Shares30.9K

Event2026-03-31

Filed2026-05-04

SCHV

SCHWAB STRATEGIC TR

0.89%

Shares44.2K

Event2026-03-31

Filed2026-05-04

TRIN

TRINITY CAP INC

-2.13%

Shares87.9K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

QTEC

FIRST TR EXCHANGE-TRADED FD

1.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

USAC

USA COMPRESSION PARTNERS LP

-7.72%

Shares52.3K

Event2026-03-31

Filed2026-05-04

ISPY

PROSHARES TR

41.08%

Shares30.2K

Event2026-03-31

Filed2026-05-04

ALL

ALLSTATE CORP

9.89%

Shares6.5K

Event2026-03-31

Filed2026-05-04

VSGX

VANGUARD WORLD FD

-0.01%

Shares17.9K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

53.92%

Shares1.3K

Event2026-03-31

Filed2026-05-04

IBB

ISHARES TR

-0.24%

Shares7.9K

Event2026-03-31

Filed2026-05-04

AROC

ARCHROCK INC

0.12%

Shares38.1K

Event2026-03-31

Filed2026-05-04

DOLLAR GEN CORP

26.64%

Shares11.1K

Event2026-03-31

Filed2026-05-04

SYF

SYNCHRONY FINANCIAL

28.48%

Shares17.4K

Event2026-03-31

Filed2026-05-04

INDA

ISHARES TR

0.38%

Shares27.3K

Event2026-03-31

Filed2026-05-04

HIO

WESTERN ASSET HIGH INCOME OP

-7.68%

Shares368.3K

Event2026-03-31

Filed2026-05-04

NSC

NORFOLK SOUTHN CORP

0.71%

Shares4.5K

Event2026-03-31

Filed2026-05-04

USHY

ISHARES TR

2.27%

Shares36.2K

Event2026-03-31

Filed2026-05-04

IDEV

ISHARES TR

11.67%

Shares15.3K

Event2026-03-31

Filed2026-05-04

SPBC

SIMPLIFY EXCHANGE TRADED FUN

-1.62%

Shares29.2K

Event2026-03-31

Filed2026-05-04

BMAY

INNOVATOR ETFS TRUST

-6.73%

Shares29.2K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

8.80%

Shares11.0K

Event2026-03-31

Filed2026-05-04

NFRA

FLEXSHARES TR

1.20%

Shares20.5K

Event2026-03-31

Filed2026-05-04

IVOL

KRANESHARES TRUST

0.00%

Shares72.3K

Event2026-03-31

Filed2026-05-04

FEM

FIRST TR EXCH TRD ALPHDX FD

3.08%

Shares40.3K

Event2026-03-31

Filed2026-05-04

APP

APPLOVIN CORP

6.23%

Shares2.7K

Event2026-03-31

Filed2026-05-04

LMBS

FIRST TR EXCHANGE-TRADED FD

-5.38%

Shares26.1K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

53.19%

Shares14.2K

Event2026-03-31

Filed2026-05-04

UJUL

INNOVATOR ETFS TRUST

0.00%

Shares32.6K

Event2026-03-31

Filed2026-05-04

LVS

LAS VEGAS SANDS CORP

82.75%

Shares22.8K

Event2026-03-31

Filed2026-05-04

CROWN CASTLE INC

-6.35%

Shares15.1K

Event2026-03-31

Filed2026-05-04

PJUN

INNOVATOR ETFS TRUST

-3.70%

Shares30.1K

Event2026-03-31

Filed2026-05-04

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

6.36%

Shares12.2K

Event2026-03-31

Filed2026-05-04

PAG

PENSKE AUTOMOTIVE GRP INC

-8.48%

Shares8.0K

Event2026-03-31

Filed2026-05-04

GAP

GAP INC

53.15%

Shares49.2K

Event2026-03-31

Filed2026-05-04

SNDK

SANDISK CORP

-12.78%

Shares1.3K

Event2026-03-31

Filed2026-05-04

RDVY

FIRST TR EXCHANGE TRADED FD

11.04%

Shares16.9K

Event2026-03-31

Filed2026-05-04

EVRG

EVERGY INC

13.13%

Shares15.9K

Event2026-03-31

Filed2026-05-04

CCK

CROWN HLDGS INC

7.54%

Shares12.4K

Event2026-03-31

Filed2026-05-04

IRM

IRON MTN INC DEL

69.30%

Shares10.7K

Event2026-03-31

Filed2026-05-04

DRAFTKINGS INC NEW

135.58%

Shares55.7K

Event2026-03-31

Filed2026-05-04

DEERE & CO

1.13%

Shares2.1K

Event2026-03-31

Filed2026-05-04

BANK NEW YORK MELLON CORP

23.63%

Shares9.2K

Event2026-03-31

Filed2026-05-04

EVERSOURCE ENERGY

84.04%

Shares18.6K

Event2026-03-31

Filed2026-05-04

ROKU

ROKU INC

56.85%

Shares10.5K

Event2026-03-31

Filed2026-05-04

CTVA

CORTEVA INC

8.45%

Shares15.5K

Event2026-03-31

Filed2026-05-04

BALL

BALL CORP

129.55%

Shares19.7K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

109.08%

Shares4.1K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR

-2.78%

Shares3.5K

Event2026-03-31

Filed2026-05-04

PCOR

PROCORE TECHNOLOGIES INC

45.88%

Shares21.4K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

-1.52%

Shares2.5K

Event2026-03-31

Filed2026-05-04

OHI

OMEGA HEALTHCARE INVS INC

22.81%

Shares27.0K

Event2026-03-31

Filed2026-05-04

JRI

NUVEEN REAL ASSET INCOME & G

12.13%

Shares93.1K

Event2026-03-31

Filed2026-05-04

INGR

INGREDION INC

44.67%

Shares10.7K

Event2026-03-31

Filed2026-05-04

FTA

FIRST TR EXCHANGE-TRADED ALP

0.28%

Shares12.7K

Event2026-03-31

Filed2026-05-04

SPGM

SPDR INDEX SHS FDS

-2.20%

Shares14.7K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

8.70%

Shares2.7K

Event2026-03-31

Filed2026-05-04

UAL

UNITED AIRLS HLDGS INC

31.24%

Shares13.0K

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

3.85%

Shares3.6K

Event2026-03-31

Filed2026-05-04

DFSI

DIMENSIONAL ETF TRUST

3.03%

Shares26.4K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

38.29%

Shares5.9K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

-0.79%

Shares20.9K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

-0.04%

Shares5.3K

Event2026-03-31

Filed2026-05-04

JBL

JABIL INC

17.21%

Shares3.5K

Event2026-03-31

Filed2026-05-04

CALAMOS ETF TR

172.18%

Shares44.3K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

0.42%

Shares32.6K

Event2026-03-31

Filed2026-05-04

AGILENT TECHNOLOGIES INC

104.59%

Shares9.6K

Event2026-03-31

Filed2026-05-04

KEYS

KEYSIGHT TECHNOLOGIES INC

59.62%

Shares3.4K

Event2026-03-31

Filed2026-05-04

TSHA

TAYSHA GENE THERAPIES INC

2.53%

Shares170.8K

Event2026-03-31

Filed2026-05-04

TXG

10X GENOMICS INC

16.72%

Shares49.9K

Event2026-03-31

Filed2026-05-04

LULU

LULULEMON ATHLETICA INC

201.78%

Shares7.0K

Event2026-03-31

Filed2026-05-04

INVESCO EXCH TRADED FD TR II

6.02%

Shares15.5K

Event2026-03-31

Filed2026-05-04

MPWR

MONOLITHIC PWR SYS INC

41.29%

Shares746

Event2026-03-31

Filed2026-05-04

FIS

FIDELITY NATL INFORMATION SV

205.63%

Shares23.6K

Event2026-03-31

Filed2026-05-04

NYT

NEW YORK TIMES CO MTN BE

79.63%

Shares13.9K

Event2026-03-31

Filed2026-05-04

AON PLC

164.09%

Shares3.4K

Event2026-03-31

Filed2026-05-04

SSO

PROSHARES TR

-2.79%

Shares18.1K

Event2026-03-31

Filed2026-05-04

CEFS

EXCHANGE LISTED FDS TR

-0.72%

Shares45.1K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

36.22%

Shares10.9K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-2.27%

Shares4.5K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

SILJ Call CallAMPLIFY ETF TR34.0K shares-39.29%2026-03-312026-05-04

SPY Call CallSTATE STR SPDR S&P 500 ETF T500 sharesnew addition2026-03-312026-05-04

HL Call CallHECLA MINING COMPANY16.0K sharesnew addition2026-03-312026-05-04

SLV Call CallISHARES SILVER TR4.1K shares-54.44%2026-03-312026-05-04

AG Call CallFIRST MAJESTIC SILVER CORP5.0K sharesnew addition2026-03-312026-05-04

HD Call CallHOME DEPOT INC300 sharesnew addition2026-03-312026-05-04

EXK Call CallENDEAVOUR SILVER CORP9.0K sharesnew addition2026-03-312026-05-04

COEUR MNG INC Call CallCOEUR MNG INC4.0K sharesnew addition2026-03-312026-05-04

CITIGROUP INC Call CallCITIGROUP INC300 sharesnew addition2026-03-312026-05-04

DPZ Call CallDOMINOS PIZZA INC100 sharesnew addition2026-03-312026-05-04

AXP Call CallAMERICAN EXPRESS CO100 sharesnew addition2026-03-312026-05-04

AMD Call CallADVANCED MICRO DEVICES INC100 sharesnew addition2026-03-312026-05-04

AMZN Call CallAMAZON COM INC100 sharesnew addition2026-03-312026-05-04

NVO Call CallNOVO-NORDISK A S600 sharesnew addition2026-03-312026-05-04

NKE Call CallNIKE INC500 sharesnew addition2026-03-312026-05-04

TTWO Call CallTAKE-TWO INTERACTIVE SOFTWAR100 sharesnew addition2026-03-312026-05-04

MS Call CallMORGAN STANLEY100 sharesnew addition2026-03-312026-05-04

CRM Call CallSALESFORCE INC100 sharesnew addition2026-03-312026-05-04

NFLX Call CallNETFLIX INC.200 sharesnew addition2026-03-312026-05-04

LASR Call CallNLIGHT INC200 sharesnew addition2026-03-312026-05-04

QCOM Call CallQUALCOMM INC100 sharesnew addition2026-03-312026-05-04

IRDM Call CallIRIDIUM COMMUNICATIONS INC300 sharesnew addition2026-03-312026-05-04

PYPL Call CallPAYPAL HLDGS INC200 sharesnew addition2026-03-312026-05-04

ZM Call CallZOOM COMMUNICATIONS INC100 sharesnew addition2026-03-312026-05-04

IBIT Call CallISHARES BITCOIN TRUST ETF200 sharesnew addition2026-03-312026-05-04

UEC Call CallURANIUM ENERGY CORP500 sharesnew addition2026-03-312026-05-04

AMKR Call CallAMKOR TECHNOLOGY INC100 sharesnew addition2026-03-312026-05-04

UAA Call CallUNDER ARMOUR INC1.0K sharesnew addition2026-03-312026-05-04

RBLX Call CallROBLOX CORP100 sharesnew addition2026-03-312026-05-04

AROC Call CallARCHROCK INC100 sharesnew addition2026-03-312026-05-04

S Call CallSENTINELONE INC200 sharesnew addition2026-03-312026-05-04

HPE Call CallHEWLETT PACKARD ENTERPRISE C100 sharesnew addition2026-03-312026-05-04

MOS Call CallMOSAIC CO100 sharesnew addition2026-03-312026-05-04

ASPI Call CallASP ISOTOPES INC400 shares-99.81%2026-03-312026-05-04

VFC Call CallV F CORP100 sharesnew addition2026-03-312026-05-04

QBTS Call CallD-WAVE QUANTUM INC100 sharesnew addition2026-03-312026-05-04

INFLEQTION INC Call CallINFLEQTION INC100 sharesnew addition2026-03-312026-05-04

NRXP Call CallNRX PHARMACEUTICALS INC500 sharesnew addition2026-03-312026-05-04

SILJ Call

AMPLIFY ETF TR

-39.29%

Shares34.0K

Event2026-03-31

Filed2026-05-04

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares500

Event2026-03-31

Filed2026-05-04

HL Call

HECLA MINING COMPANY

New

Shares16.0K

Event2026-03-31

Filed2026-05-04

SLV Call

ISHARES SILVER TR

-54.44%

Shares4.1K

Event2026-03-31

Filed2026-05-04

AG Call

FIRST MAJESTIC SILVER CORP

New

Shares5.0K

Event2026-03-31

Filed2026-05-04

HD Call

HOME DEPOT INC

New

Shares300

Event2026-03-31

Filed2026-05-04

EXK Call

ENDEAVOUR SILVER CORP

New

Shares9.0K

Event2026-03-31

Filed2026-05-04

COEUR MNG INC Call

COEUR MNG INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC Call

CITIGROUP INC

New

Shares300

Event2026-03-31

Filed2026-05-04

DPZ Call

DOMINOS PIZZA INC

New

Shares100

Event2026-03-31

Filed2026-05-04

AXP Call

AMERICAN EXPRESS CO

New

Shares100

Event2026-03-31

Filed2026-05-04

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares100

Event2026-03-31

Filed2026-05-04

AMZN Call

AMAZON COM INC

New

Shares100

Event2026-03-31

Filed2026-05-04

NVO Call

NOVO-NORDISK A S

New

Shares600

Event2026-03-31

Filed2026-05-04

NKE Call

NIKE INC

New

Shares500

Event2026-03-31

Filed2026-05-04

TTWO Call

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares100

Event2026-03-31

Filed2026-05-04

MS Call

MORGAN STANLEY

New

Shares100

Event2026-03-31

Filed2026-05-04

CRM Call

SALESFORCE INC

New

Shares100

Event2026-03-31

Filed2026-05-04

NFLX Call

NETFLIX INC.

New

Shares200

Event2026-03-31

Filed2026-05-04

LASR Call

NLIGHT INC

New

Shares200

Event2026-03-31

Filed2026-05-04

QCOM Call

QUALCOMM INC

New

Shares100

Event2026-03-31

Filed2026-05-04

IRDM Call

IRIDIUM COMMUNICATIONS INC

New

Shares300

Event2026-03-31

Filed2026-05-04

PYPL Call

PAYPAL HLDGS INC

New

Shares200

Event2026-03-31

Filed2026-05-04

ZM Call

ZOOM COMMUNICATIONS INC

New

Shares100

Event2026-03-31

Filed2026-05-04

IBIT Call

ISHARES BITCOIN TRUST ETF

New

Shares200

Event2026-03-31

Filed2026-05-04

UEC Call

URANIUM ENERGY CORP

New

Shares500

Event2026-03-31

Filed2026-05-04

AMKR Call

AMKOR TECHNOLOGY INC

New

Shares100

Event2026-03-31

Filed2026-05-04

UAA Call

UNDER ARMOUR INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-04

RBLX Call

ROBLOX CORP

New

Shares100

Event2026-03-31

Filed2026-05-04

AROC Call

ARCHROCK INC

New

Shares100

Event2026-03-31

Filed2026-05-04

S Call

SENTINELONE INC

New

Shares200

Event2026-03-31

Filed2026-05-04

HPE Call

HEWLETT PACKARD ENTERPRISE C

New

Shares100

Event2026-03-31

Filed2026-05-04

MOS Call

MOSAIC CO

New

Shares100

Event2026-03-31

Filed2026-05-04

ASPI Call

ASP ISOTOPES INC

-99.81%

Shares400

Event2026-03-31

Filed2026-05-04

VFC Call

V F CORP

New

Shares100

Event2026-03-31

Filed2026-05-04

QBTS Call

D-WAVE QUANTUM INC

New

Shares100

Event2026-03-31

Filed2026-05-04

INFLEQTION INC Call

INFLEQTION INC

New

Shares100

Event2026-03-31

Filed2026-05-04

NRXP Call

NRX PHARMACEUTICALS INC

New

Shares500

Event2026-03-31

Filed2026-05-04

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION11.5K shares0.00%2026-03-312026-05-04

INVESCO QQQ TR Put PutINVESCO QQQ TR400 sharesnew addition2026-03-312026-05-04

VANGUARD INDEX FDS Put PutVANGUARD INDEX FDS100 sharesnew addition2026-03-312026-05-04

EA Put PutELECTRONIC ARTS INC200 sharesnew addition2026-03-312026-05-04

VTI Put PutVANGUARD INDEX FDS100 sharesnew addition2026-03-312026-05-04

VRT Put PutVERTIV HOLDINGS CO100 sharesnew addition2026-03-312026-05-04

AMZN Put PutAMAZON COM INC100 sharesnew addition2026-03-312026-05-04

MARVELL TECHNOLOGY INC Put PutMARVELL TECHNOLOGY INC100 sharesnew addition2026-03-312026-05-04

NVDA Put

NVIDIA CORPORATION

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares400

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS Put

VANGUARD INDEX FDS

New

Shares100

Event2026-03-31

Filed2026-05-04

EA Put

ELECTRONIC ARTS INC

New

Shares200

Event2026-03-31

Filed2026-05-04

VTI Put

VANGUARD INDEX FDS

New

Shares100

Event2026-03-31

Filed2026-05-04

VRT Put

VERTIV HOLDINGS CO

New

Shares100

Event2026-03-31

Filed2026-05-04

AMZN Put

AMAZON COM INC

New

Shares100

Event2026-03-31

Filed2026-05-04

MARVELL TECHNOLOGY INC Put

MARVELL TECHNOLOGY INC

New

Shares100

Event2026-03-31

Filed2026-05-04