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The Analysis of City State Bank's Holdings & P&L
Currently, City State Bank holds 784 types of securities in its portfolio with a total value $385.3M. In the most recent quarter, they have increased their positions in DFSD (+67.4K shares, valued at $3.2M), DFCF (+50.0K shares, valued at $2.1M), BSV (+16.1K shares, valued at $1.3M); decreased their positions in BLV (-8.4K shares, valued at $578.8K), MU (-1.4K shares, valued at $462.2K), AAPL (-876 shares, valued at $222.3K); initiated new positions in N/A (+4.5K shares, valued at $179.7K), CORZ (+9.8K shares, valued at $146.9K), FMBH (+3.1K shares, valued at $126.1K).
1M P&L
+13.4M+3.51%
3M P&L
-46.6M-10.54%
HY P&L
-34.2M-7.97%
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/A232.0M
64.0%
2Semiconductors15.7M
4.3%
3Consumer Electronics14.9M
4.1%
Top Industries by Stock Count
1N/A220 stocks
30.3%
2Banks - Regional20 stocks
2.8%
3Utilities - Regulated Electric19 stocks
2.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
VWOB Vanguard Whitehall Funds Emerging Markets Government Bond Etf127.3K shares11.91%2026-03-312026-04-20
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Berkshire Hathaway Inc. Ordinary Shares - Class B Berkshire Hathaway Inc. Ordinary Shares - Class B13.6K shares1.72%2026-03-312026-04-20
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IGIB Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf113.2K shares12.11%2026-03-312026-04-20
Alphabet Inc Ordinary Shares - Class C Alphabet Inc Ordinary Shares - Class C20.2K shares0.62%2026-03-312026-04-20
Sponsored
EBND Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf215.5K shares7.43%2026-03-312026-04-20
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VWO Vanguard International Equity Index Funds Ftse Emerging Markets Etf38.6K shares3.83%2026-03-312026-04-20
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Vanguard Index Funds S&p 500 Etf Vanguard Index Funds S&p 500 Etf2.7K shares-0.08%2026-03-312026-04-20
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VEU Vanguard International Equity Index Funds Ftse All-World ex-US Etf19.9K shares1.79%2026-03-312026-04-20
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Sponsored
SPEM Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf22.5K shares-0.13%2026-03-312026-04-20
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VIGI Vanguard Whitehall Funds International Dividend Appreciation Etf8.1K shares34.47%2026-03-312026-04-20
Sponsored
Wec Energy Group Inc Ordinary Shares Wec Energy Group Inc Ordinary Shares5.6K shares-0.21%2026-03-312026-04-20
Sponsored
PEY Invesco Exchange-Traded Fund Trust High Yield Equity Dividend Achievers Etf28.4K shares35.57%2026-03-312026-04-20
Marvell Technology Inc Ordinary Shares Marvell Technology Inc Ordinary Shares6.0K shares1.69%2026-03-312026-04-20
Sponsored
Alphabet Inc Ordinary Shares - Class A Alphabet Inc Ordinary Shares - Class A1.8K shares7.50%2026-03-312026-04-20
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IDEV Ishares Trust Core Msci International Developed Markets Etf5.4K shares0.00%2026-03-312026-04-20
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VYMI Vanguard Scottsdale Funds International High Dividend Yield Etf4.2K shares25.30%2026-03-312026-04-20
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Lam Research Corp. Ordinary Shares Lam Research Corp. Ordinary Shares1.3K shares0.00%2026-03-312026-04-20
Seagate Technology Holdings Plc Ordinary Shares Seagate Technology Holdings Plc Ordinary Shares673 shares-2.46%2026-03-312026-04-20
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ETHA Ishares Ethereum Trust (The) Undivided Beneficial Interest16.1K shares0.00%2026-03-312026-04-20
Cigna Group (The) Ordinary Shares Cigna Group (The) Ordinary Shares932 shares0.00%2026-03-312026-04-20
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Super Micro Computer Inc Ordinary Shares Super Micro Computer Inc Ordinary Shares10.0K shares33.73%2026-03-312026-04-20
PCY Invesco Exchange-Traded Fund Trust Ii Emerging Markets Sovereign Debt Etf10.3K shares0.00%2026-03-312026-04-20
Sponsored
Sponsored
VSS Vanguard International Equity Index Funds Ftse All-World Ex-US Small Capital Fund Etf1.4K shares0.00%2026-03-312026-04-20
SLV Ishares Silver Trust Fractional Undivided Beneficial Interests2.9K shares5.36%2026-03-312026-04-20
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Sponsored
EDIV Spdr Index Shares Funds State Street S&p Emerging Markets Dividend Etf4.1K shares0.00%2026-03-312026-04-20
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Sponsored
Qnity Electronics Inc Ordinary Shares Qnity Electronics Inc Ordinary Shares1.2K shares-22.60%2026-03-312026-04-20
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Sponsored
Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf622 shares-1.11%2026-03-312026-04-20
Sponsored
Sponsored
SPYG Spdr Series Trust State Street Portfolio S&p 500 Growth Etf1.1K shares0.00%2026-03-312026-04-20
Dupont DE Nemours Inc Ordinary Shares Dupont DE Nemours Inc Ordinary Shares2.2K shares-2.57%2026-03-312026-04-20
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Sponsored
XLP Select Sector Spdr Trust (The) State Street Consumer Staples Etf1.1K shares-21.05%2026-03-312026-04-20
Sponsored
Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust12.9K shares0.00%2026-03-312026-04-20
Sponsored
Solstice Advanced Materials Inc. Ordinary Shares Solstice Advanced Materials Inc. Ordinary Shares978 shares19.27%2026-03-312026-04-20
Sponsored
Sponsored
RDVY First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf950 shares0.00%2026-03-312026-04-20
Sponsored
Sponsored
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Sponsored
Sponsored
Eaton Corporation Plc Ordinary Shares Eaton Corporation Plc Ordinary Shares124 shares13.76%2026-03-312026-04-20
Sponsored
Coeur Mining Inc Ordinary Shares Coeur Mining Inc Ordinary Shares2.2K shares0.00%2026-03-312026-04-20
Sponsored
SPIB Spdr Series Trust State Street Portfolio Intermediate Term Corporate Bond Etf1.1K shares0.00%2026-03-312026-04-20
Sponsored
PDBC Invesco Actively Managed Exchange-Traded Commodity Fund Trust Optimum Yield Diversified Strategy No K-1 Etf1.9K shares0.00%2026-03-312026-04-20
Sponsored
Barrick Mining Corp. Ordinary Shares Barrick Mining Corp. Ordinary Shares800 shares0.00%2026-03-312026-04-20
Sponsored
AGM Federal Agricultural Mortgage Corp. Ordinary Shares - Class C200 shares0.00%2026-03-312026-04-20
Sponsored
Sponsored
FXD First Trust Exchange-Traded Alphadex Fund Consumer Discretionary425 shares0.00%2026-03-312026-04-20
XMLV Invesco Exchange-Traded Fund Trust Ii S&p Midcap Low Volatility Etf427 shares0.00%2026-03-312026-04-20
Accenture Plc Ordinary Shares - Class A Accenture Plc Ordinary Shares - Class A133 shares1.53%2026-03-312026-04-20
Sponsored
BSCQ Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2026 Corporate Bond Etf1.1K sharesnew addition2026-03-312026-04-20
Sponsored
BSCV Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf1.3K sharesnew addition2026-03-312026-04-20
OR Royalties Inc. Ordinary Shares OR Royalties Inc. Ordinary Shares575 shares0.00%2026-03-312026-04-20
Sponsored
XSLV Invesco Exchange-Traded Fund Trust Ii S&p Smallcap Low Volatility Etf426 shares0.00%2026-03-312026-04-20
BSCR Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2027 Corporate Bond Etf1.0K sharesnew addition2026-03-312026-04-20
Sponsored
BSCS Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2028 Corporate Bond Etf967 sharesnew addition2026-03-312026-04-20
BSCT Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf1.1K sharesnew addition2026-03-312026-04-20
BSCU Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2030 Corporate Bond Etf1.2K sharesnew addition2026-03-312026-04-20
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Sponsored
Southstate Bank Corp. Ordinary Shares Southstate Bank Corp. Ordinary Shares150 shares0.00%2026-03-312026-04-20
DFCF
15.73%Dimensional Etf Trust Core Fixed Income
Shares368.1K
Event2026-03-31
Filed2026-04-20
AAPL
-1.47%Apple Inc Ordinary Shares
Shares58.6K
Event2026-03-31
Filed2026-04-20
BIV
6.41%Vanguard Bond Index Funds Intermediate-Term Etf
Shares185.2K
Event2026-03-31
Filed2026-04-20
DFSD
34.44%Dimensional Etf Trust Short-Duration Fixed Income
Shares263.1K
Event2026-03-31
Filed2026-04-20
BSV
12.32%Vanguard Bond Index Funds Short-Term Etf
Shares146.8K
Event2026-03-31
Filed2026-04-20
VIG
6.96%Vanguard Specialized Funds Dividend Appreciation Ftf
Shares46.1K
Event2026-03-31
Filed2026-04-20
VYM
6.20%Vanguard High Dividend Yield Etf
Shares65.6K
Event2026-03-31
Filed2026-04-20
VWOB
11.91%Vanguard Whitehall Funds Emerging Markets Government Bond Etf
Shares127.3K
Event2026-03-31
Filed2026-04-20
DFAT
10.04%Dimensional Etf Trust U.S. Targeted Value
Shares133.8K
Event2026-03-31
Filed2026-04-20
BND
8.83%Vanguard Total Bond Market Etf
Shares110.3K
Event2026-03-31
Filed2026-04-20
AGG
6.36%Ishares Trust Core U.S. Aggregate Bond Etf
Shares74.3K
Event2026-03-31
Filed2026-04-20
Berkshire Hathaway Inc. Ordinary Shares - Class B
1.72%Berkshire Hathaway Inc. Ordinary Shares - Class B
Shares13.6K
Event2026-03-31
Filed2026-04-20
BNDX
3.96%Vanguard Charlotte Funds Total International Bond Etf
Shares131.8K
Event2026-03-31
Filed2026-04-20
STIP
3.05%Ishares Trust 0-5 Year Tips Bond Etf
Shares61.1K
Event2026-03-31
Filed2026-04-20
MSFT
7.02%Microsoft
Shares16.5K
Event2026-03-31
Filed2026-04-20
NVDA
1.14%Nvidia Corp Ordinary Shares
Shares35.1K
Event2026-03-31
Filed2026-04-20
IGIB
12.11%Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf
Shares113.2K
Event2026-03-31
Filed2026-04-20
Alphabet Inc Ordinary Shares - Class C
0.62%Alphabet Inc Ordinary Shares - Class C
Shares20.2K
Event2026-03-31
Filed2026-04-20
VUG
9.87%Vanguard Index Funds Growth Etf
Shares12.6K
Event2026-03-31
Filed2026-04-20
LNT
0.62%Alliant Energy Corp. Ordinary Shares
Shares73.0K
Event2026-03-31
Filed2026-04-20
DFAI
24.18%Dimensional Etf Trust International Core Equity Market
Shares132.1K
Event2026-03-31
Filed2026-04-20
DFGP
24.13%Dimensional Etf Trust Global Core Plus Fixed Income
Shares87.8K
Event2026-03-31
Filed2026-04-20
MU
-9.00%Micron Technology Inc. Ordinary Shares
Shares13.8K
Event2026-03-31
Filed2026-04-20
VTV
0.71%Vanguard Index Funds Value Etf
Shares22.8K
Event2026-03-31
Filed2026-04-20
EBND
7.43%Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf
Shares215.5K
Event2026-03-31
Filed2026-04-20
DFIV
8.64%Dimensional Etf Trust International Value
Shares83.4K
Event2026-03-31
Filed2026-04-20
AMZN
3.01%Amazon.com Inc. Ordinary Shares
Shares20.3K
Event2026-03-31
Filed2026-04-20
DUHP
32.69%Dimensional Etf Trust US High Profitability
Shares103.3K
Event2026-03-31
Filed2026-04-20
DFAE
7.75%Dimensional Etf Trust Emerging Core Equity Market
Shares103.5K
Event2026-03-31
Filed2026-04-20
DFAC
10.21%Dimensional Etf Trust U.S. Core Equity 2
Shares89.3K
Event2026-03-31
Filed2026-04-20
VO
4.62%Vanguard Index Funds Mid-Cap Etf
Shares12.1K
Event2026-03-31
Filed2026-04-20
VFH
2.73%Vanguard World Fund Financials Etf
Shares27.7K
Event2026-03-31
Filed2026-04-20
DFLV
21.11%Dimensional Etf Trust US Large Cap Value
Shares84.2K
Event2026-03-31
Filed2026-04-20
SPY
0.85%Spdr S&p 500 Etf Trust
Shares4.4K
Event2026-03-31
Filed2026-04-20
JNJ
0.59%Johnson & Johnson
Shares11.4K
Event2026-03-31
Filed2026-04-20
CAT
-1.60%Caterpiller, Inc DEL
Shares3.9K
Event2026-03-31
Filed2026-04-20
VB
4.98%Vanguard Index Funds Small Cap Etf
Shares10.4K
Event2026-03-31
Filed2026-04-20
TSM
7.62%Taiwan Semiconductor Manufacturing LTD
Shares8.0K
Event2026-03-31
Filed2026-04-20
LLY
-0.41%Lilly(eli) & Co Ordinary Shares
Shares2.9K
Event2026-03-31
Filed2026-04-20
JPM
2.80%JPMorgan Chase & Co.
Shares8.7K
Event2026-03-31
Filed2026-04-20
DFIP
57.73%Dimensional Etf Trust Inflation-Protected Securities
Shares60.6K
Event2026-03-31
Filed2026-04-20
RTX
-0.02%Rtx Corp Ordinary Shares
Shares12.4K
Event2026-03-31
Filed2026-04-20
VGT
6.96%Vanguard World Fund Information Technology Etf
Shares3.3K
Event2026-03-31
Filed2026-04-20
DIHP
45.68%Dimensional Etf Trust International High Profitability
Shares70.3K
Event2026-03-31
Filed2026-04-20
COST
-0.53%Costco Wholesale Corp Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-20
IAGG
0.68%Ishares Trust International Aggregate Bond Fund
Shares42.0K
Event2026-03-31
Filed2026-04-20
VWO
3.83%Vanguard International Equity Index Funds Ftse Emerging Markets Etf
Shares38.6K
Event2026-03-31
Filed2026-04-20
ABBV
3.13%Abbvie Inc Ordinary Shares
Shares9.2K
Event2026-03-31
Filed2026-04-20
VHT
-1.30%Vanguard World Fund Health Care Etf
Shares6.8K
Event2026-03-31
Filed2026-04-20
VBR
0.00%Vanguard Index Funds Small Cap Value Etf
Shares8.2K
Event2026-03-31
Filed2026-04-20
VMBS
-0.37%Vanguard Scottsdale Funds Mortgage-Backed Securities Etf
Shares36.8K
Event2026-03-31
Filed2026-04-20
Merck & Co Inc Ordinary Shares
-0.33%Merck & Co Inc Ordinary Shares
Shares14.1K
Event2026-03-31
Filed2026-04-20
TSLA
0.36%Tesla Inc Ordinary Shares
Shares4.5K
Event2026-03-31
Filed2026-04-20
WMT
-0.41%Walmart Inc
Shares13.1K
Event2026-03-31
Filed2026-04-20
HD
5.45%Home Depot, Inc.
Shares4.9K
Event2026-03-31
Filed2026-04-20
Vanguard Index Funds S&p 500 Etf
-0.08%Vanguard Index Funds S&p 500 Etf
Shares2.7K
Event2026-03-31
Filed2026-04-20
TIP
-1.74%IShares US Treasury Inflation Protected
Shares14.1K
Event2026-03-31
Filed2026-04-20
DE
-0.84%Deere & Co.
Shares2.7K
Event2026-03-31
Filed2026-04-20
VEA
3.86%Vanguard Tax Managed Funds Ftse Developed Markets Etf
Shares23.7K
Event2026-03-31
Filed2026-04-20
META
3.53%Meta Platforms Inc Ordinary Shares - Class A
Shares2.6K
Event2026-03-31
Filed2026-04-20
VEU
1.79%Vanguard International Equity Index Funds Ftse All-World ex-US Etf
Shares19.9K
Event2026-03-31
Filed2026-04-20
IBB
1.92%Ishares Trust Biotechnology Etf
Shares8.7K
Event2026-03-31
Filed2026-04-20
XOM
34.65%Exxonmobil Corp.
Shares8.2K
Event2026-03-31
Filed2026-04-20
VPU
3.60%Vanguard World Fund Utilities Etf
Shares6.8K
Event2026-03-31
Filed2026-04-20
CVX
0.19%Chevron Common
Shares6.4K
Event2026-03-31
Filed2026-04-20
AMAT
-4.80%Applied Materials Inc. Ordinary Shares
Shares3.8K
Event2026-03-31
Filed2026-04-20
LMT
-11.82%Lockheed Martin Corp.
Shares2.1K
Event2026-03-31
Filed2026-04-20
CASY
-7.29%Caseys General Stores Inc
Shares1.7K
Event2026-03-31
Filed2026-04-20
FITB
1.43%Fifth Third Bancorp Ordinary Shares
Shares26.9K
Event2026-03-31
Filed2026-04-20
QQQM
7.84%Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf
Shares5.2K
Event2026-03-31
Filed2026-04-20
VZ
-0.35%Verizon Communications
Shares24.1K
Event2026-03-31
Filed2026-04-20
AMD
0.80%Advanced Micro Devices Inc. Ordinary Shares
Shares5.7K
Event2026-03-31
Filed2026-04-20
KO
-0.13%Coca Cola Co
Shares14.9K
Event2026-03-31
Filed2026-04-20
VCSH
23.50%Vanguard Short-term Corporate Bond Idx Fund Etf
Shares14.0K
Event2026-03-31
Filed2026-04-20
SPIP
0.00%Spdr Series Trust State Street Portfolio Tips Etf
Shares41.8K
Event2026-03-31
Filed2026-04-20
VIS
-0.70%Vanguard World Fund Industrials Etf
Shares3.4K
Event2026-03-31
Filed2026-04-20
SPEM
-0.13%Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf
Shares22.5K
Event2026-03-31
Filed2026-04-20
GS
4.98%Goldman Sachs Group, Inc. Ordinary Shares
Shares1.2K
Event2026-03-31
Filed2026-04-20
NEE
1.30%Nextera Energy Inc Ordinary Shares
Shares10.5K
Event2026-03-31
Filed2026-04-20
IBM
1.26%IBM Common
Shares3.9K
Event2026-03-31
Filed2026-04-20
MGK
13.06%Vanguard World Fund Mega Cap Growth Etf
Shares2.6K
Event2026-03-31
Filed2026-04-20
MELI
0.00%Mercadolibre Inc Ordinary Shares
Shares539
Event2026-03-31
Filed2026-04-20
HON
24.06%Honeywell International Inc Ordinary Shares
Shares4.1K
Event2026-03-31
Filed2026-04-20
PG
9.40%Procter & Gamble Co. Ordinary Shares
Shares6.1K
Event2026-03-31
Filed2026-04-20
EMB
-0.54%Ishares Trust J.P. Morgan USD Emerging Markets Bond Etf
Shares9.2K
Event2026-03-31
Filed2026-04-20
VAW
-1.79%Vanguard Materials Viper
Shares3.8K
Event2026-03-31
Filed2026-04-20
IVV
0.00%Ishares Trust Core S&p 500 Etf
Shares1.3K
Event2026-03-31
Filed2026-04-20
PFE
2.82%Pfizer Inc
Shares30.7K
Event2026-03-31
Filed2026-04-20
CB
0.08%Chubb Limited Ordinary Shares
Shares2.6K
Event2026-03-31
Filed2026-04-20
AMGN
7.76%Amgen, Inc.
Shares2.4K
Event2026-03-31
Filed2026-04-20
ADP
-1.16%Automatic Data Processing
Shares4.1K
Event2026-03-31
Filed2026-04-20
VV
0.36%Vanguard Index Funds Large Cap Etf
Shares2.8K
Event2026-03-31
Filed2026-04-20
CRWD
20.56%Crowdstrike Holdings Inc Ordinary Shares - Class A
Shares2.1K
Event2026-03-31
Filed2026-04-20
SO
17.76%Southern Co.
Shares8.2K
Event2026-03-31
Filed2026-04-20
MO
2.72%Altria Group Inc.
Shares11.3K
Event2026-03-31
Filed2026-04-20
AEP
0.00%Am Electric Common
Shares5.7K
Event2026-03-31
Filed2026-04-20
PFG
0.00%Principal Financial Group
Shares7.9K
Event2026-03-31
Filed2026-04-20
VIGI
34.47%Vanguard Whitehall Funds International Dividend Appreciation Etf
Shares8.1K
Event2026-03-31
Filed2026-04-20
USB
28.06%US Bancorp DEL
Shares13.7K
Event2026-03-31
Filed2026-04-20
UNP
0.00%Union Pacific Corp. Ordinary Shares
Shares2.9K
Event2026-03-31
Filed2026-04-20
LOW
0.00%Lowes Cos, Inc.
Shares2.9K
Event2026-03-31
Filed2026-04-20
BABA
-0.90%Alibaba Group Holding Ltd ADR
Shares5.5K
Event2026-03-31
Filed2026-04-20
BAC
0.00%Bank of America Corp.
Shares14.1K
Event2026-03-31
Filed2026-04-20
MMM
-13.16%3M Co. Ordinary Shares
Shares4.7K
Event2026-03-31
Filed2026-04-20
DFAU
66.69%Dimensional Etf Trust US Core Equity Market
Shares14.8K
Event2026-03-31
Filed2026-04-20
IBIT
230.48%Ishares Bitcoin Trust Etf (The) Beneficial Interest
Shares17.4K
Event2026-03-31
Filed2026-04-20
Wec Energy Group Inc Ordinary Shares
-0.21%Wec Energy Group Inc Ordinary Shares
Shares5.6K
Event2026-03-31
Filed2026-04-20
LQD
-20.24%IShares Trust Goldman Sacsh $ Investop Corp Bond Fund
Shares5.9K
Event2026-03-31
Filed2026-04-20
TRV
0.00%Travelers Companies Inc. Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-20
V
2.50%Visa Inc Ordinary Shares - Class A
Shares2.1K
Event2026-03-31
Filed2026-04-20
DGRO
21.02%Ishares Trust Core Dividend Growth Etf
Shares9.0K
Event2026-03-31
Filed2026-04-20
CMI
0.18%Cummins Inc. Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
PEY
35.57%Invesco Exchange-Traded Fund Trust High Yield Equity Dividend Achievers Etf
Shares28.4K
Event2026-03-31
Filed2026-04-20
IJH
-0.61%Ishares Trust Core S&p Mid-Cap Etf
Shares8.9K
Event2026-03-31
Filed2026-04-20
Marvell Technology Inc Ordinary Shares
1.69%Marvell Technology Inc Ordinary Shares
Shares6.0K
Event2026-03-31
Filed2026-04-20
Ge Aerospace Ordinary Shares
0.10%Ge Aerospace Ordinary Shares
Shares2.1K
Event2026-03-31
Filed2026-04-20
Broadcom Inc Ordinary Shares
35.84%Broadcom Inc Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-20
ENB
0.00%Enbridge Inc Ordinary Shares
Shares10.9K
Event2026-03-31
Filed2026-04-20
MCD
0.05%McDonalds Corp.
Shares1.8K
Event2026-03-31
Filed2026-04-20
PFF
-16.69%Ishares Trust Preferred And Income Securities Etf
Shares18.5K
Event2026-03-31
Filed2026-04-20
PEP
12.55%PepsiCo, Inc.
Shares3.6K
Event2026-03-31
Filed2026-04-20
CRM
47.90%Salesforce Inc Ordinary Shares
Shares2.9K
Event2026-03-31
Filed2026-04-20
ED
3.77%Consolidated Edison, Inc.
Shares4.8K
Event2026-03-31
Filed2026-04-20
ABT
0.31%Abbott Labs
Shares5.1K
Event2026-03-31
Filed2026-04-20
Alphabet Inc Ordinary Shares - Class A
7.50%Alphabet Inc Ordinary Shares - Class A
Shares1.8K
Event2026-03-31
Filed2026-04-20
NTAP
2.01%Netapp Inc Ordinary Shares
Shares5.1K
Event2026-03-31
Filed2026-04-20
IESC
-1.19%Ies Holdings Inc Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
T
-0.86%AT&T, Inc.
Shares17.5K
Event2026-03-31
Filed2026-04-20
SBUX
-1.09%Starbucks Corp.
Shares5.6K
Event2026-03-31
Filed2026-04-20
IWF
0.00%Ishares Trust Russell 1000 Growth Etf
Shares1.2K
Event2026-03-31
Filed2026-04-20
BMY
9.54%Bristol-Myers Squibb Co.
Shares8.1K
Event2026-03-31
Filed2026-04-20
DOV
0.00%Dover Corp. Ordinary Shares
Shares2.3K
Event2026-03-31
Filed2026-04-20
MS
0.00%Morgan Stanley Ordinary Shares
Shares2.8K
Event2026-03-31
Filed2026-04-20
Medtronic Plc Ordinary Shares
-5.44%Medtronic Plc Ordinary Shares
Shares5.2K
Event2026-03-31
Filed2026-04-20
IDEV
0.00%Ishares Trust Core Msci International Developed Markets Etf
Shares5.4K
Event2026-03-31
Filed2026-04-20
GILD
5.19%Gilead Sciences, Inc.
Shares3.2K
Event2026-03-31
Filed2026-04-20
IEMG
1.20%Ishares Inc. Core Msci Emerging Markets Etf
Shares6.3K
Event2026-03-31
Filed2026-04-20
GLD
0.00%Spdr Gold Trust Shares
Shares948
Event2026-03-31
Filed2026-04-20
WM
0.00%Waste Management, Inc. Ordinary Shares
Shares1.8K
Event2026-03-31
Filed2026-04-20
CHKP
-0.11%Check Point Software Tech
Shares2.8K
Event2026-03-31
Filed2026-04-20
VYMI
25.30%Vanguard Scottsdale Funds International High Dividend Yield Etf
Shares4.2K
Event2026-03-31
Filed2026-04-20
INTC
0.00%Intel Corp.
Shares9.0K
Event2026-03-31
Filed2026-04-20
VLO
6.87%Valero Energy Corp. Ordinary Shares
Shares1.6K
Event2026-03-31
Filed2026-04-20
GEV
0.00%Ge Vernova Inc. Ordinary Shares
Shares440
Event2026-03-31
Filed2026-04-20
F
-0.61%Ford Motor Company Common
Shares32.7K
Event2026-03-31
Filed2026-04-20
PM
0.00%Philip Morris International Inc Ordinary Shares
Shares2.3K
Event2026-03-31
Filed2026-04-20
TPL
0.00%Texas Pacific Land Corporation Ordinary Shares
Shares783
Event2026-03-31
Filed2026-04-20
AXP
-1.88%American Express Co.
Shares1.2K
Event2026-03-31
Filed2026-04-20
GOVT
1.95%Ishares Trust U.S. Treasury Bond Etf
Shares15.7K
Event2026-03-31
Filed2026-04-20
COP
-0.70%Conoco Phillips Ordinary Shares
Shares2.7K
Event2026-03-31
Filed2026-04-20
COF
0.00%Capital One Financial Corp. Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-20
IHAK
0.00%Ishares Trust Cybersecurity And Tech Etf
Shares7.8K
Event2026-03-31
Filed2026-04-20
UPS
-1.61%United Parcel Service, Inc.
Shares3.5K
Event2026-03-31
Filed2026-04-20
TXN
-0.06%Texas Instruments, Inc.
Shares1.8K
Event2026-03-31
Filed2026-04-20
IUSB
-1.24%Ishares Trust Core Universal USD Bond Etf
Shares7.4K
Event2026-03-31
Filed2026-04-20
BA
-1.16%Boeing Co Common
Shares1.7K
Event2026-03-31
Filed2026-04-20
MBB
0.00%Ishares Trust Mbs Etf
Shares3.5K
Event2026-03-31
Filed2026-04-20
MA
0.30%Mastercard Incorporated Ordinary Shares - Class A
Shares659
Event2026-03-31
Filed2026-04-20
ORCL
0.00%Oracle Corp.
Shares2.2K
Event2026-03-31
Filed2026-04-20
CSCO
-4.29%Cisco Systems, Inc.
Shares4.2K
Event2026-03-31
Filed2026-04-20
SPGI
-0.27%S&p Global INC CORP
Shares751
Event2026-03-31
Filed2026-04-20
CIEN
0.00%Ciena Corp. Ordinary Shares
Shares800
Event2026-03-31
Filed2026-04-20
General Dynamics Corp.
0.79%General Dynamics Corp.
Shares898
Event2026-03-31
Filed2026-04-20
FI
23.11%Fiserv, Inc.
Shares5.5K
Event2026-03-31
Filed2026-04-20
IEFA
2.15%Ishares Trust Core Msci Eafe Etf
Shares3.3K
Event2026-03-31
Filed2026-04-20
Duke Energy Hldg Common
0.00%Duke Energy Hldg Common
Shares2.3K
Event2026-03-31
Filed2026-04-20
MLM
0.00%Martin Marietta Materials, Inc. Ordinary Shares
Shares497
Event2026-03-31
Filed2026-04-20
IWM
-1.68%Ishares Trust Russell 2000 Etf
Shares1.2K
Event2026-03-31
Filed2026-04-20
Invesco Qqq Trust Series 1
0.00%Invesco Qqq Trust Series 1
Shares500
Event2026-03-31
Filed2026-04-20
Lam Research Corp. Ordinary Shares
0.00%Lam Research Corp. Ordinary Shares
Shares1.3K
Event2026-03-31
Filed2026-04-20
HEFA
0.00%Ishares Trust Currency Hedged Msci Eafe Etf
Shares6.5K
Event2026-03-31
Filed2026-04-20
VOE
0.00%Vanguard Index Funds Mid-Cap Value Etf
Shares1.5K
Event2026-03-31
Filed2026-04-20
MPC
0.00%Marathon Petroleum Corp Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
IJR
0.00%Ishares Trust Core S&p Small-Cap Etf
Shares2.1K
Event2026-03-31
Filed2026-04-20
Seagate Technology Holdings Plc Ordinary Shares
-2.46%Seagate Technology Holdings Plc Ordinary Shares
Shares673
Event2026-03-31
Filed2026-04-20
ADBE
74.07%Adobe Inc Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
VOT
0.00%Vanguard Index Funds Mid-Cap Growth Etf
Shares1.0K
Event2026-03-31
Filed2026-04-20
ETHA
0.00%Ishares Ethereum Trust (The) Undivided Beneficial Interest
Shares16.1K
Event2026-03-31
Filed2026-04-20
WFC
-0.78%Wells Fargo & Co. Common Stock
Shares3.2K
Event2026-03-31
Filed2026-04-20
ITW
1206.76%Illinois Tool Works, Inc. Ordinary Shares
Shares967
Event2026-03-31
Filed2026-04-20
BK
-0.76%Bank of New York Mellon Corp
Shares2.1K
Event2026-03-31
Filed2026-04-20
VDE
-0.35%Vanguard World Fund Energy Etf
Shares1.4K
Event2026-03-31
Filed2026-04-20
Cigna Group (The) Ordinary Shares
0.00%Cigna Group (The) Ordinary Shares
Shares932
Event2026-03-31
Filed2026-04-20
AXON
0.00%Axon Enterprise Inc Ordinary Shares
Shares580
Event2026-03-31
Filed2026-04-20
SNOW
0.00%Snowflake Inc Ordinary Shares
Shares1.6K
Event2026-03-31
Filed2026-04-20
BDX
0.00%Becton Dickinson & Co. Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-20
Super Micro Computer Inc Ordinary Shares
33.73%Super Micro Computer Inc Ordinary Shares
Shares10.0K
Event2026-03-31
Filed2026-04-20
NTR
-13.49%Nutrien Ltd Ordinary Shares
Shares3.0K
Event2026-03-31
Filed2026-04-20
Citigroup Inc Ordinary Shares
0.52%Citigroup Inc Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-20
PCY
0.00%Invesco Exchange-Traded Fund Trust Ii Emerging Markets Sovereign Debt Etf
Shares10.3K
Event2026-03-31
Filed2026-04-20
NOC
7.19%Northrop Grumman Corp. Ordinary Shares
Shares313
Event2026-03-31
Filed2026-04-20
PNC
-1.46%PNC Financial Services Group, Inc.
Shares1.0K
Event2026-03-31
Filed2026-04-20
WELL
0.28%Welltower Inc. Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
ADI
1.87%Analog Devices Inc. Ordinary Shares
Shares654
Event2026-03-31
Filed2026-04-20
MET
-3.29%Metlife Inc Ordinary Shares
Shares2.9K
Event2026-03-31
Filed2026-04-20
XEL
-0.04%Xcel Energy Common
Shares2.6K
Event2026-03-31
Filed2026-04-20
IWD
0.00%Ishares Trust Russell 1000 Value Etf
Shares962
Event2026-03-31
Filed2026-04-20
DIS
0.24%Disney Walt Co.
Shares2.1K
Event2026-03-31
Filed2026-04-20
DFUS
0.00%Dimensional Etf Trust U.S. Equity Market
Shares2.9K
Event2026-03-31
Filed2026-04-20
DFAX
0.00%Dimensional Etf Trust World Ex U.S. Core Equity 2
Shares6.0K
Event2026-03-31
Filed2026-04-20
VSS
0.00%Vanguard International Equity Index Funds Ftse All-World Ex-US Small Capital Fund Etf
Shares1.4K
Event2026-03-31
Filed2026-04-20
SLV
5.36%Ishares Silver Trust Fractional Undivided Beneficial Interests
Shares2.9K
Event2026-03-31
Filed2026-04-20
Cencora Inc. Ordinary Shares
1.60%Cencora Inc. Ordinary Shares
Shares636
Event2026-03-31
Filed2026-04-20
ROK
0.00%Rockwell Automation Inc Ordinary Shares
Shares530
Event2026-03-31
Filed2026-04-20
KMB
-4.67%Kimberly-Clark Corp. Ordinary Shares
Shares2.0K
Event2026-03-31
Filed2026-04-20
IWB
0.00%Ishares Trust Russell 1000 Etf
Shares525
Event2026-03-31
Filed2026-04-20
O
-6.15%Realty Income Corp. Ordinary Shares
Shares3.1K
Event2026-03-31
Filed2026-04-20
MLI
-0.36%Mueller Industries, Inc. Ordinary Shares
Shares1.7K
Event2026-03-31
Filed2026-04-20
Blackstone Inc Ordinary Shares
28.31%Blackstone Inc Ordinary Shares
Shares1.6K
Event2026-03-31
Filed2026-04-20
CTVA
-3.14%Corteva Inc Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-20
WTBA
-15.64%West Bancorporation
Shares7.6K
Event2026-03-31
Filed2026-04-20
Amcor Plc Ordinary Shares
NewAmcor Plc Ordinary Shares
Shares4.5K
Event2026-03-31
Filed2026-04-20
ITA
0.00%Ishares Trust U.S. Aerospace & Defense Etf
Shares815
Event2026-03-31
Filed2026-04-20
IDV
0.00%Ishares Trust International Select Dividend Etf
Shares4.1K
Event2026-03-31
Filed2026-04-20
NFLX
34.29%Netflix Inc. Ordinary Shares
Shares1.8K
Event2026-03-31
Filed2026-04-20
PAYX
-0.05%Paychex Inc. Ordinary Shares
Shares1.8K
Event2026-03-31
Filed2026-04-20
IMCG
0.00%Ishares Trust Morningstar Mid-Cap Growth Etf
Shares2.1K
Event2026-03-31
Filed2026-04-20
VDC
0.00%Vanguard World Fund Consumer Staples Etf
Shares753
Event2026-03-31
Filed2026-04-20
ALSN
-0.41%Allison Transmission Holdings Inc Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-20
EDIV
0.00%Spdr Index Shares Funds State Street S&p Emerging Markets Dividend Etf
Shares4.1K
Event2026-03-31
Filed2026-04-20
BP
0.00%BP
Shares3.4K
Event2026-03-31
Filed2026-04-20
IXG
0.00%Ishares Trust Global Financials Etf
Shares1.4K
Event2026-03-31
Filed2026-04-20
NKE
0.50%Nike, Inc. Ordinary Shares - Class B
Shares3.0K
Event2026-03-31
Filed2026-04-20
ADM
-0.50%Archer Daniels Midland Co. Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-20
EFA
-3.59%Ishares Trust Msci Eafe Etf
Shares1.6K
Event2026-03-31
Filed2026-04-20
OKE
0.59%Oneok Inc. Ordinary Shares
Shares1.7K
Event2026-03-31
Filed2026-04-20
ISCV
0.00%Ishares Trust Morningstar Small-Cap Value Etf
Shares2.2K
Event2026-03-31
Filed2026-04-20
BLV
-79.32%Vanguard Bond Index Funds Long-Term Etf
Shares2.2K
Event2026-03-31
Filed2026-04-20
CORZ
NewCore Scientific Inc Ordinary Shares - New
Shares9.8K
Event2026-03-31
Filed2026-04-20
MDLZ
-3.82%Mondelez International Inc. Ordinary Shares - Class A
Shares2.5K
Event2026-03-31
Filed2026-04-20
ZVRA
0.00%Zevra Therapeutics Inc Ordinary Shares
Shares15.5K
Event2026-03-31
Filed2026-04-20
IVE
0.00%Ishares Trust S&p 500 Value Etf
Shares676
Event2026-03-31
Filed2026-04-20
VOOV
0.00%Vanguard Admiral Funds S&p 500 Value Etf
Shares700
Event2026-03-31
Filed2026-04-20
SCHW
0.00%Charles Schwab Corp. Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-20
TPYP
0.00%Tortoise Capital Series Trust North American Pipeline Etf
Shares3.3K
Event2026-03-31
Filed2026-04-20
WYNN
0.00%Wynn Resorts Ltd. Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-20
Qnity Electronics Inc Ordinary Shares
-22.60%Qnity Electronics Inc Ordinary Shares
Shares1.2K
Event2026-03-31
Filed2026-04-20
TT
-8.96%Trane Technologies Plc Ordinary Shares - Class A
Shares315
Event2026-03-31
Filed2026-04-20
CASH
-12.10%Pathward Financial Inc Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-20
NVS
0.00%Novartis Ag ADR
Shares856
Event2026-03-31
Filed2026-04-20
EEM
2.69%Ishares Inc. Msci Emerging Markets Etf
Shares2.3K
Event2026-03-31
Filed2026-04-20
COIN
3.49%Coinbase Global Inc Ordinary Shares - Class A
Shares741
Event2026-03-31
Filed2026-04-20
PPG
0.00%PPG Industries, Inc. Ordinary Shares
Shares1.2K
Event2026-03-31
Filed2026-04-20
FMBH
NewFirst Mid Bancshares Inc. Ordinary Shares
Shares3.1K
Event2026-03-31
Filed2026-04-20
BTI
0.00%British American Tobacco Plc ADR
Shares2.1K
Event2026-03-31
Filed2026-04-20
BTCI
7.14%Neos Etf Trust Bitcoin High Income
Shares3.8K
Event2026-03-31
Filed2026-04-20
PSLV
0.00%Sprott Asset Management Lp Physical Silver Trust
Shares5.0K
Event2026-03-31
Filed2026-04-20
HNI
NewHni Corp. Ordinary Shares
Shares3.6K
Event2026-03-31
Filed2026-04-20
UNH
6.22%Unitedhealth Group Common
Shares444
Event2026-03-31
Filed2026-04-20
Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf
-1.11%Invesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf
Shares622
Event2026-03-31
Filed2026-04-20
HSIC
-0.37%Henry Schein Inc. Ordinary Shares
Shares1.6K
Event2026-03-31
Filed2026-04-20
VTWG
-3.17%Vanguard Scottsdale Funds Russell 2000 Growth Index Etf
Shares519
Event2026-03-31
Filed2026-04-20
VFMO
15.38%Vanguard Wellington Fund U.S. Momentum Factor Etf
Shares600
Event2026-03-31
Filed2026-04-20
CVS
-17.02%CVS Health Corp Ordinary Shares
Shares1.6K
Event2026-03-31
Filed2026-04-20
KRE
0.00%Spdr Series Trust State Street S&p Regional Banking Etf
Shares1.8K
Event2026-03-31
Filed2026-04-20
SHEL
-2.89%Shell Plc ADR (Representing - Ordinary Shares)
Shares1.2K
Event2026-03-31
Filed2026-04-20
BNS
0.00%Bank Of Nova Scotia Ordinary Shares
Shares1.7K
Event2026-03-31
Filed2026-04-20
ILCB
0.00%Ishares Trust Morningstar U.S. Equity Etf
Shares1.3K
Event2026-03-31
Filed2026-04-20
PEG
0.00%Public Service Enterprise Group Inc. Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-20
POR
0.00%Portland General Electric Co Ordinary Shares
Shares2.1K
Event2026-03-31
Filed2026-04-20
D
0.00%Dominion Energy Inc Ordinary Shares
Shares1.8K
Event2026-03-31
Filed2026-04-20
PKG
0.00%Packaging Corp Amer Common
Shares524
Event2026-03-31
Filed2026-04-20
CL
8.22%Colgate Polmolive Co.
Shares1.3K
Event2026-03-31
Filed2026-04-20
FDX
0.00%Fedex Corp Ordinary Shares
Shares303
Event2026-03-31
Filed2026-04-20
SPYG
0.00%Spdr Series Trust State Street Portfolio S&p 500 Growth Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
WMB
1.21%Williams Cos Inc Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-20
PSX
-39.61%Phillips 66 Ordinary Shares
Shares561
Event2026-03-31
Filed2026-04-20
QQQI
0.00%Neos Etf Trust Nasdaq 100 High Income
Shares2.0K
Event2026-03-31
Filed2026-04-20
IWN
-44.30%Ishares Trust Russell 2000 Value Etf
Shares523
Event2026-03-31
Filed2026-04-20
DLN
0.00%Wisdomtree Trust U.S. Largecap Dividend Fund
Shares1.1K
Event2026-03-31
Filed2026-04-20
Dupont DE Nemours Inc Ordinary Shares
-2.57%Dupont DE Nemours Inc Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-20
SPYI
0.00%Neos Etf Trust S&p 500 High Income
Shares2.0K
Event2026-03-31
Filed2026-04-20
CEG
0.58%Constellation Energy Corporation Ordinary Shares
Shares348
Event2026-03-31
Filed2026-04-20
RACE
0.00%Ferrari N.V. Ordinary Shares
Shares285
Event2026-03-31
Filed2026-04-20
PGR
1.26%Progressive Corp. Ordinary Shares
Shares482
Event2026-03-31
Filed2026-04-20
CM
0.00%Canadian Imperial Bank Of Commerce Ordinary Shares
Shares995
Event2026-03-31
Filed2026-04-20
ZBH
-4.62%Zimmer Biomet Holdings INC CORP
Shares1.0K
Event2026-03-31
Filed2026-04-20
PLTR
20.95%Palantir Technologies Inc Ordinary Shares - Class A
Shares635
Event2026-03-31
Filed2026-04-20
HOOD
31.37%Robinhood Markets Inc Ordinary Shares - Class A
Shares1.3K
Event2026-03-31
Filed2026-04-20
DAL
0.00%Delta Air Lines, Inc. Ordinary Shares
Shares1.4K
Event2026-03-31
Filed2026-04-20
XLU
1.01%Select Sector Spdr Trust (The) State Street Utilities Etf
Shares2.0K
Event2026-03-31
Filed2026-04-20
XLP
-21.05%Select Sector Spdr Trust (The) State Street Consumer Staples Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
VTRS
-12.89%Viatris Inc Ordinary Shares
Shares6.8K
Event2026-03-31
Filed2026-04-20
GIS
-2.83%General Mills Inc.
Shares2.5K
Event2026-03-31
Filed2026-04-20
AM
0.00%Antero Midstream Corp Ordinary Shares
Shares4.0K
Event2026-03-31
Filed2026-04-20
STZ
0.00%Constellation Brands Inc Ordinary Shares - Class A
Shares574
Event2026-03-31
Filed2026-04-20
PRU
0.00%Prudential Financial Inc. Ordinary Shares
Shares879
Event2026-03-31
Filed2026-04-20
VNQ
0.00%Vanguard Specialized Funds Real Estate Index Fund Etf
Shares966
Event2026-03-31
Filed2026-04-20
Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust
0.00%Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust
Shares12.9K
Event2026-03-31
Filed2026-04-20
CBOE
0.00%Cboe Global Markets Inc. Ordinary Shares
Shares300
Event2026-03-31
Filed2026-04-20
IVW
19.80%Ishares Trust S&p 500 Growth Etf
Shares726
Event2026-03-31
Filed2026-04-20
ISRG
0.00%Intuitive Surgical Inc Ordinary Shares
Shares177
Event2026-03-31
Filed2026-04-20
KIM
0.00%Kimco Realty Corporation Ordinary Shares
Shares3.6K
Event2026-03-31
Filed2026-04-20
KR
0.00%Kroger Co. Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
EFV
0.00%Ishares Trust Msci Eafe Value Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
CMG
2.75%Chipotle Mexican Grill Ordinary Shares
Shares2.4K
Event2026-03-31
Filed2026-04-20
FTNT
0.00%Fortinet Inc Ordinary Shares
Shares931
Event2026-03-31
Filed2026-04-20
PSA
-6.76%Public Storage Ordinary Shares
Shares276
Event2026-03-31
Filed2026-04-20
SILJ
0.00%Amplify Etf Trust Junior Silver Miners
Shares2.5K
Event2026-03-31
Filed2026-04-20
Solstice Advanced Materials Inc. Ordinary Shares
19.27%Solstice Advanced Materials Inc. Ordinary Shares
Shares978
Event2026-03-31
Filed2026-04-20
DVY
-7.55%Ishares Trust Select Dividend Etf
Shares490
Event2026-03-31
Filed2026-04-20
PRI
0.00%Primerica Inc Ordinary Shares
Shares294
Event2026-03-31
Filed2026-04-20
CARR
-0.08%Carrier Global Corp Ordinary Shares
Shares1.3K
Event2026-03-31
Filed2026-04-20
WPM
0.00%Wheaton Precious Metals Corp Ordinary Shares
Shares560
Event2026-03-31
Filed2026-04-20
WBD
0.00%Warner Bros. Discovery Inc Ordinary Shares - Class A
Shares2.7K
Event2026-03-31
Filed2026-04-20
VRTX
0.00%Vertex Pharmaceuticals, Inc. Ordinary Shares
Shares160
Event2026-03-31
Filed2026-04-20
CAG
-11.75%Conagra Foods
Shares4.5K
Event2026-03-31
Filed2026-04-20
G
0.00%Genpact Ltd Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-20
BKH
0.00%Black Hills Corporation Ordinary Shares
Shares1.0K
Event2026-03-31
Filed2026-04-20
ALB
0.00%Albemarle Corp. Ordinary Shares
Shares380
Event2026-03-31
Filed2026-04-20
PH
0.00%Parker-Hannifin Corp. Ordinary Shares
Shares75
Event2026-03-31
Filed2026-04-20
PANW
62.99%Palo Alto Networks Inc Ordinary Shares
Shares414
Event2026-03-31
Filed2026-04-20
EVRG
0.00%Evergy Inc Ordinary Shares
Shares808
Event2026-03-31
Filed2026-04-20
TMUS
1470.00%T-Mobile US Inc Ordinary Shares
Shares314
Event2026-03-31
Filed2026-04-20
BR
294.12%Broadridge Financial Solutions, Inc. Ordinary Shares
Shares402
Event2026-03-31
Filed2026-04-20
IWO
-31.00%Ishares Trust Russell 2000 Growth Etf
Shares207
Event2026-03-31
Filed2026-04-20
RDVY
0.00%First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf
Shares950
Event2026-03-31
Filed2026-04-20
IWS
2.30%Ishares Trust Russell Mid-Cap Value Etf
Shares444
Event2026-03-31
Filed2026-04-20
HSY
0.00%Hershey Company Ordinary Shares
Shares310
Event2026-03-31
Filed2026-04-20
VCR
0.00%Vanguard World Fund Consumer Discretionary Etf
Shares179
Event2026-03-31
Filed2026-04-20
FXG
0.00%First Trust Exchange-Traded Alphadex Fund Consumer Staples
Shares1.0K
Event2026-03-31
Filed2026-04-20
VBK
0.00%Vanguard Index Funds Small Cap Growth Etf
Shares210
Event2026-03-31
Filed2026-04-20
QCOM
0.00%Qualcomm, Inc.
Shares487
Event2026-03-31
Filed2026-04-20
SRTA
200.00%Strata Critical Medical Inc. Ordinary Shares - Class A
Shares15.0K
Event2026-03-31
Filed2026-04-20
ILCV
0.00%Ishares Trust Morningstar Value Etf
Shares668
Event2026-03-31
Filed2026-04-20
GLW
0.00%Corning Inc.
Shares456
Event2026-03-31
Filed2026-04-20
MSTR
92.00%Strategy Inc. Ordinary Shares - Class A
Shares480
Event2026-03-31
Filed2026-04-20
BIIB
0.00%Biogen Inc Ordinary Shares
Shares322
Event2026-03-31
Filed2026-04-20
MSI
0.00%Motorola Solutions Inc Ordinary Shares
Shares136
Event2026-03-31
Filed2026-04-20
WY
0.00%Weyerhaeuser Co. Ordinary Shares
Shares2.4K
Event2026-03-31
Filed2026-04-20
MGV
300.00%Vanguard World Fund Mega Cap Value Etf
Shares400
Event2026-03-31
Filed2026-04-20
PAA
0.00%Plains All American Pipeline Lp Unit
Shares2.5K
Event2026-03-31
Filed2026-04-20
SCZ
0.00%Ishares Trust Msci Eafe Small-Cap Etf
Shares722
Event2026-03-31
Filed2026-04-20
IAT
0.00%Ishares Trust U.S. Regional Banks Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
WAT
NewWaters Corp. Ordinary Shares
Shares189
Event2026-03-31
Filed2026-04-20
PAAS
0.00%Pan American Silver Corp Ordinary Shares
Shares1.0K
Event2026-03-31
Filed2026-04-20
RBLX
0.00%Roblox Corporation Ordinary Shares - Class A
Shares978
Event2026-03-31
Filed2026-04-20
VONV
0.00%Vanguard Scottsdale Funds Russell 1000 Value Index Etf
Shares586
Event2026-03-31
Filed2026-04-20
VONG
0.00%Vanguard Scottsdale Funds Russell 1000 Growth Index Etf
Shares500
Event2026-03-31
Filed2026-04-20
MGC
0.00%Vanguard World Fund Mega Cap 300 Index Etf
Shares232
Event2026-03-31
Filed2026-04-20
AEM
0.00%Agnico Eagle Mines Ltd Ordinary Shares
Shares269
Event2026-03-31
Filed2026-04-20
TDY
0.00%Teledyne Technologies Inc Ordinary Shares
Shares90
Event2026-03-31
Filed2026-04-20
JD
0.00%JD.com Inc ADR
Shares1.8K
Event2026-03-31
Filed2026-04-20
DGCB
0.00%Dimensional Etf Trust Global Credit
Shares1.0K
Event2026-03-31
Filed2026-04-20
DOW
-7.76%Dow Inc Ordinary Shares
Shares1.3K
Event2026-03-31
Filed2026-04-20
TFC
0.00%Truist Financial Corporation Ordinary Shares
Shares1.2K
Event2026-03-31
Filed2026-04-20
EXC
0.00%Exelon Corp. Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
NVO
38.46%Novo Nordisk A/S
Shares1.4K
Event2026-03-31
Filed2026-04-20
SDY
0.00%Spdr Series Trust State Street S&p Dividend Etf
Shares358
Event2026-03-31
Filed2026-04-20
LHX
0.00%L3harris Technologies Inc Ordinary Shares
Shares151
Event2026-03-31
Filed2026-04-20
SIL
0.00%Global X Funds Silver Miners Etf
Shares570
Event2026-03-31
Filed2026-04-20
XMMO
0.00%Invesco Exchange-Traded Fund Trust S&p Midcap Momentum Etf
Shares350
Event2026-03-31
Filed2026-04-20
MSEX
0.00%Middlesex Water Co. Ordinary Shares
Shares967
Event2026-03-31
Filed2026-04-20
FHI
-14.08%Federated Hermes Inc Ordinary Shares - Class B
Shares885
Event2026-03-31
Filed2026-04-20
Blackrock Inc. Ordinary Shares
147.62%Blackrock Inc. Ordinary Shares
Shares52
Event2026-03-31
Filed2026-04-20
GPN
NewGlobal Payments, Inc. Ordinary Shares
Shares740
Event2026-03-31
Filed2026-04-20
DFNM
0.00%Dimensional Etf Trust National Municipal Bond
Shares1.0K
Event2026-03-31
Filed2026-04-20
VTEB
0.00%Vanguard Municipal Bond Funds Tax-Exempt Etf
Shares991
Event2026-03-31
Filed2026-04-20
XYZ
0.00%Block Inc Ordinary Shares - Class A
Shares805
Event2026-03-31
Filed2026-04-20
SCHX
0.00%Schwab Strategic Trust U.S. Large-Cap Etf
Shares1.9K
Event2026-03-31
Filed2026-04-20
OTIS
0.00%Otis Worldwide Corp Ordinary Shares
Shares624
Event2026-03-31
Filed2026-04-20
TGT
0.00%Target Corp.
Shares394
Event2026-03-31
Filed2026-04-20
ZTS
-7.37%Zoetis Inc Ordinary Shares - Class A
Shares402
Event2026-03-31
Filed2026-04-20
ELV
0.00%Anthem, Inc
Shares160
Event2026-03-31
Filed2026-04-20
MCO
0.00%Moody`s Corp. Ordinary Shares
Shares106
Event2026-03-31
Filed2026-04-20
ALL
2.82%Allstate Common
Shares219
Event2026-03-31
Filed2026-04-20
PICK
0.00%Ishares Inc. Msci Global Metals & Mining Producers Etf
Shares800
Event2026-03-31
Filed2026-04-20
EFX
0.00%Equifax, Inc. Ordinary Shares
Shares250
Event2026-03-31
Filed2026-04-20
EXPE
0.00%Expedia Group Inc Ordinary Shares
Shares193
Event2026-03-31
Filed2026-04-20
Eaton Corporation Plc Ordinary Shares
13.76%Eaton Corporation Plc Ordinary Shares
Shares124
Event2026-03-31
Filed2026-04-20
STT
0.00%State Street Corp. Ordinary Shares
Shares350
Event2026-03-31
Filed2026-04-20
BJ
0.00%Bj`s Wholesale Club Holdings Inc Ordinary Shares
Shares450
Event2026-03-31
Filed2026-04-20
Alps Etf Trust Alerian Mlp
-16.80%Alps Etf Trust Alerian Mlp
Shares837
Event2026-03-31
Filed2026-04-20
HRL
0.00%Hormel Foods Corp. Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-20
PYPL
-9.35%Paypal Holdings Inc Ordinary Shares
Shares969
Event2026-03-31
Filed2026-04-20
IDXX
0.00%Idexx Laboratories, Inc. Ordinary Shares
Shares78
Event2026-03-31
Filed2026-04-20
FNV
0.00%Franco-Nevada Corporation Ordinary Shares
Shares177
Event2026-03-31
Filed2026-04-20
FE
0.00%Firstenergy Common
Shares860
Event2026-03-31
Filed2026-04-20
EW
-6.53%Edwards Lifesciences Corp Ordinary Shares
Shares530
Event2026-03-31
Filed2026-04-20
EWU
0.00%Ishares Trust Msci United Kingdom Etf
Shares913
Event2026-03-31
Filed2026-04-20
AWK
0.00%American Water Works Co. Inc. Ordinary Shares
Shares305
Event2026-03-31
Filed2026-04-20
DNP
0.00%DNP Select Income Fund Inc.
Shares4.0K
Event2026-03-31
Filed2026-04-20
TJX
-0.39%Tjx Companies, Inc. Ordinary Shares
Shares254
Event2026-03-31
Filed2026-04-20
Coeur Mining Inc Ordinary Shares
0.00%Coeur Mining Inc Ordinary Shares
Shares2.2K
Event2026-03-31
Filed2026-04-20
DLR
0.00%Digital Realty Trust Inc Ordinary Shares
Shares223
Event2026-03-31
Filed2026-04-20
CHD
0.00%Church & Dwight Co., Inc. Ordinary Shares
Shares430
Event2026-03-31
Filed2026-04-20
SLVP
0.00%Ishares Inc. Msci Global Silver And Metals Miners Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
VXUS
17.56%Vanguard Star Funds Total International Stock Etf
Shares502
Event2026-03-31
Filed2026-04-20
PSTG
0.00%Everpure Inc. Ordinary Shares - Class A
Shares650
Event2026-03-31
Filed2026-04-20
CAH
0.00%Cardinal Health, Inc. Ordinary Shares
Shares180
Event2026-03-31
Filed2026-04-20
SPIB
0.00%Spdr Series Trust State Street Portfolio Intermediate Term Corporate Bond Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
DTE
0.00%Dte Energy Co. Ordinary Shares
Shares250
Event2026-03-31
Filed2026-04-20
DFUV
0.00%Dimensional Etf Trust US Marketwide Value
Shares744
Event2026-03-31
Filed2026-04-20
IWP
0.00%Ishares Trust Russell Mid-Cap Growth Etf
Shares277
Event2026-03-31
Filed2026-04-20
CTRA
0.00%Coterra Energy Inc Ordinary Shares
Shares1.0K
Event2026-03-31
Filed2026-04-20
WPC
0.00%W. P. Carey Inc Ordinary Shares
Shares518
Event2026-03-31
Filed2026-04-20
GEHC
-7.88%Ge Healthcare Technologies Inc Ordinary Shares
Shares479
Event2026-03-31
Filed2026-04-20
RDNW
0.00%Ridenow Group Inc. Ordinary Shares - Class B
Shares4.8K
Event2026-03-31
Filed2026-04-20
UMBF
0.00%Umb Financial Corp. Ordinary Shares
Shares300
Event2026-03-31
Filed2026-04-20
PDBC
0.00%Invesco Actively Managed Exchange-Traded Commodity Fund Trust Optimum Yield Diversified Strategy No K-1 Etf
Shares1.9K
Event2026-03-31
Filed2026-04-20
Gsk Plc ADR
0.00%Gsk Plc ADR
Shares606
Event2026-03-31
Filed2026-04-20
VOX
0.00%Vanguard World Fund Communication Services Etf
Shares185
Event2026-03-31
Filed2026-04-20
Barrick Mining Corp. Ordinary Shares
0.00%Barrick Mining Corp. Ordinary Shares
Shares800
Event2026-03-31
Filed2026-04-20
HWM
0.00%Howmet Aerospace Inc Ordinary Shares
Shares141
Event2026-03-31
Filed2026-04-20
AJG
0.00%Gallagher, Arthur J. & Co.
Shares150
Event2026-03-31
Filed2026-04-20
CNP
0.00%Centerpoint Energy Inc. Ordinary Shares
Shares750
Event2026-03-31
Filed2026-04-20
HAL
0.00%Halliburton Co. Ordinary Shares
Shares828
Event2026-03-31
Filed2026-04-20
UFPI
0.00%Ufp Industries Inc Ordinary Shares
Shares350
Event2026-03-31
Filed2026-04-20
CCL
8.85%Carnival Corp. Ordinary Shares (Paired Stock)
Shares1.2K
Event2026-03-31
Filed2026-04-20
XLK
0.00%Select Sector Spdr Trust (The) State Street Technology Etf
Shares230
Event2026-03-31
Filed2026-04-20
GPRE
0.00%Green Plains Inc Ordinary Shares
Shares1.9K
Event2026-03-31
Filed2026-04-20
VXF
0.00%Vanguard Index Funds Extended Market Etf
Shares146
Event2026-03-31
Filed2026-04-20
CNS
0.00%Cohen & Steers Inc. Ordinary Shares
Shares480
Event2026-03-31
Filed2026-04-20
DOCU
-25.44%Docusign Inc Ordinary Shares
Shares630
Event2026-03-31
Filed2026-04-20
AGM
0.00%Federal Agricultural Mortgage Corp. Ordinary Shares - Class C
Shares200
Event2026-03-31
Filed2026-04-20
QSR
-18.37%Restaurant Brands International Inc Ordinary Shares
Shares400
Event2026-03-31
Filed2026-04-20
KMI
-18.60%Kinder Morgan Inc Ordinary Shares - Class P
Shares875
Event2026-03-31
Filed2026-04-20
SCHD
17.90%Schwab Strategic Trust US Dividend Equity Etf
Shares955
Event2026-03-31
Filed2026-04-20
ACGL
0.00%Arch Capital Group Ltd Ordinary Shares
Shares300
Event2026-03-31
Filed2026-04-20
LUV
0.00%Southwest Airlines Co Ordinary Shares
Shares765
Event2026-03-31
Filed2026-04-20
IR
-9.82%Ingersoll-Rand Inc Ordinary Shares
Shares358
Event2026-03-31
Filed2026-04-20
SRE
32.43%Sempra Ordinary Shares
Shares294
Event2026-03-31
Filed2026-04-20
WST
-31.90%West Pharmaceutical Services, Inc. Ordinary Shares
Shares111
Event2026-03-31
Filed2026-04-20
RCL
0.00%Royal Caribbean Group Ordinary Shares
Shares100
Event2026-03-31
Filed2026-04-20
FXD
0.00%First Trust Exchange-Traded Alphadex Fund Consumer Discretionary
Shares425
Event2026-03-31
Filed2026-04-20
UROY
0.00%Uranium Royalty Corp Ordinary Shares
Shares7.4K
Event2026-03-31
Filed2026-04-20
XMLV
0.00%Invesco Exchange-Traded Fund Trust Ii S&p Midcap Low Volatility Etf
Shares427
Event2026-03-31
Filed2026-04-20
DFAS
36.36%Dimensional Etf Trust U.S. Small Cap
Shares375
Event2026-03-31
Filed2026-04-20
LW
0.00%Lamb Weston Holdings Inc Ordinary Shares
Shares629
Event2026-03-31
Filed2026-04-20
Accenture Plc Ordinary Shares - Class A
1.53%Accenture Plc Ordinary Shares - Class A
Shares133
Event2026-03-31
Filed2026-04-20
IHF
0.00%Ishares Trust U.S. Healthcare Providers Etf
Shares625
Event2026-03-31
Filed2026-04-20
TCMD
0.00%Tactile Systems Technology Inc Ordinary Shares
Shares1.0K
Event2026-03-31
Filed2026-04-20
VST
10.97%Vistra Corp Ordinary Shares
Shares172
Event2026-03-31
Filed2026-04-20
ECG
0.00%Everus Construction Group Ordinary Shares
Shares212
Event2026-03-31
Filed2026-04-20
HLN
-9.97%Haleon Plc ADR
Shares2.5K
Event2026-03-31
Filed2026-04-20
SHW
80.95%Sherwin-Williams Co. Ordinary Shares
Shares76
Event2026-03-31
Filed2026-04-20
Unilever Plc ADR
-6.99%Unilever Plc ADR
Shares426
Event2026-03-31
Filed2026-04-20
IP
0.00%International Paper Co. Ordinary Shares
Shares675
Event2026-03-31
Filed2026-04-20
AFL
0.00%Aflac Inc. Ordinary Shares
Shares206
Event2026-03-31
Filed2026-04-20
BSCQ
NewInvesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2026 Corporate Bond Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
AUR
0.00%Aurora Innovation Inc Ordinary Shares - Class A
Shares5.4K
Event2026-03-31
Filed2026-04-20
AGI
0.00%Alamos Gold Inc. Ordinary Shares - Class A
Shares500
Event2026-03-31
Filed2026-04-20
EQX
0.00%Equinox Gold Corp Ordinary Shares
Shares1.5K
Event2026-03-31
Filed2026-04-20
BSCV
NewInvesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond Etf
Shares1.3K
Event2026-03-31
Filed2026-04-20
RKT
0.00%Rocket Companies Inc Ordinary Shares Class A
Shares1.6K
Event2026-03-31
Filed2026-04-20
INTU
2.00%Intuit Inc Ordinary Shares
Shares51
Event2026-03-31
Filed2026-04-20
QUAL
0.00%Ishares Trust Msci Usa Quality Factor Etf
Shares114
Event2026-03-31
Filed2026-04-20
OR Royalties Inc. Ordinary Shares
0.00%OR Royalties Inc. Ordinary Shares
Shares575
Event2026-03-31
Filed2026-04-20
OMC
-25.77%Omnicom Group, Inc. Ordinary Shares
Shares288
Event2026-03-31
Filed2026-04-20
TM
0.00%Toyota Motor Corp - Adr
Shares100
Event2026-03-31
Filed2026-04-20
TMO
17.14%Thermo Fisher Scientific Inc. Ordinary Shares
Shares41
Event2026-03-31
Filed2026-04-20
UBER
12.00%Uber Technologies Inc Ordinary Shares
Shares280
Event2026-03-31
Filed2026-04-20
XSLV
0.00%Invesco Exchange-Traded Fund Trust Ii S&p Smallcap Low Volatility Etf
Shares426
Event2026-03-31
Filed2026-04-20
SAFT
0.00%Safety Insurance Group, Inc. Ordinary Shares
Shares275
Event2026-03-31
Filed2026-04-20
MC
0.00%Moelis & Co Ordinary Shares - Class A
Shares350
Event2026-03-31
Filed2026-04-20
BSCR
NewInvesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2027 Corporate Bond Etf
Shares1.0K
Event2026-03-31
Filed2026-04-20
BSCS
NewInvesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2028 Corporate Bond Etf
Shares967
Event2026-03-31
Filed2026-04-20
FSLR
0.00%First Solar Inc Ordinary Shares
Shares100
Event2026-03-31
Filed2026-04-20
BSCT
NewInvesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond Etf
Shares1.1K
Event2026-03-31
Filed2026-04-20
BSCU
NewInvesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2030 Corporate Bond Etf
Shares1.2K
Event2026-03-31
Filed2026-04-20
CCK
0.00%Crown Holdings, Inc. Ordinary Shares
Shares196
Event2026-03-31
Filed2026-04-20
OKTA
-4.23%Okta Inc Ordinary Shares - Class A
Shares249
Event2026-03-31
Filed2026-04-20
VPL
0.00%Vanguard International Equity Index Funds Ftse Pacific Etf
Shares200
Event2026-03-31
Filed2026-04-20
WHR
NewWhirlpool Common
Shares358
Event2026-03-31
Filed2026-04-20
ET
0.00%Energy Transfer Lp Unit
Shares1.0K
Event2026-03-31
Filed2026-04-20
CME
8.33%Cme Group Inc Ordinary Shares - Class A
Shares65
Event2026-03-31
Filed2026-04-20
MEAR
0.00%Ishares U.S. Etf Trust Short Maturity Municipal Bond Active
Shares381
Event2026-03-31
Filed2026-04-20
CRCL
0.00%Circle Internet Group Inc. Ordinary Shares - Class A
Shares200
Event2026-03-31
Filed2026-04-20
FAST
0.00%Fastenal CO CORP
Shares400
Event2026-03-31
Filed2026-04-20
RPM
0.00%Rpm International, Inc. Ordinary Shares
Shares186
Event2026-03-31
Filed2026-04-20
KGC
0.00%Kinross Gold Corp. Ordinary Shares
Shares600
Event2026-03-31
Filed2026-04-20
CMCSA
-44.17%Comcast Corp Ordinary Shares - Class A
Shares632
Event2026-03-31
Filed2026-04-20
GRMN
-6.02%Garmin Ltd Ordinary Shares
Shares78
Event2026-03-31
Filed2026-04-20
CNC
0.00%Centene Corp. Ordinary Shares
Shares550
Event2026-03-31
Filed2026-04-20
HBAN
0.00%Huntington Bancshares, Inc. Ordinary Shares
Shares1.1K
Event2026-03-31
Filed2026-04-20
STM
0.00%St Microelectronics New York Shares
Shares510
Event2026-03-31
Filed2026-04-20
MDU
0.00%Mdu Resources Group Inc Ordinary Shares
Shares850
Event2026-03-31
Filed2026-04-20
BOKF
0.00%Bok Financial Corp. Ordinary Shares
Shares136
Event2026-03-31
Filed2026-04-20
KNF
0.00%Knife River Corp Ordinary Shares
Shares212
Event2026-03-31
Filed2026-04-20
IONQ
0.00%Ionq Inc Ordinary Shares
Shares600
Event2026-03-31
Filed2026-04-20
TKR
0.00%Timken Co. Ordinary Shares
Shares170
Event2026-03-31
Filed2026-04-20
PEBO
0.00%Peoples Bancorp, Inc. (Marietta, Oh) Ordinary Shares
Shares508
Event2026-03-31
Filed2026-04-20
EOG
0.00%Eog Resources, Inc. Ordinary Shares
Shares115
Event2026-03-31
Filed2026-04-20
CLX
-49.02%Clorox Co. Ordinary Shares
Shares156
Event2026-03-31
Filed2026-04-20
ITOT
0.00%Ishares Trust Core S&p Total U.S. Stock Market Etf
Shares112
Event2026-03-31
Filed2026-04-20
DWLD
0.00%Davis Fundamental Etf Trust Select Worldwide
Shares358
Event2026-03-31
Filed2026-04-20
HUM
0.00%Humana Inc. Ordinary Shares
Shares90
Event2026-03-31
Filed2026-04-20
CRDO
NewCredo Technology Group Holding Ltd Ordinary Shares
Shares165
Event2026-03-31
Filed2026-04-20
WTRG
0.00%Essential Utilities Inc Ordinary Shares
Shares380
Event2026-03-31
Filed2026-04-20
DASH
0.00%Doordash Inc Ordinary Shares - Class A
Shares100
Event2026-03-31
Filed2026-04-20
VFQY
0.00%Vanguard Wellington Fund U.S. Quality Factor Etf
Shares100
Event2026-03-31
Filed2026-04-20
TSCO
0.00%Tractor Supply Co. Ordinary Shares
Shares320
Event2026-03-31
Filed2026-04-20
VTHR
0.00%Vanguard Scottsdale Funds Russell 3000 Index Etf
Shares50
Event2026-03-31
Filed2026-04-20
TD
0.00%Toronto Dominion Bank Ordinary Shares
Shares153
Event2026-03-31
Filed2026-04-20
RGLD
0.00%Royal Gold, Inc. Ordinary Shares
Shares56
Event2026-03-31
Filed2026-04-20
IVES
0.00%Wedbush Series Trust Dan Ives Ai Revolution Etf
Shares500
Event2026-03-31
Filed2026-04-20
NSC
11.36%Norfolk Southern Corp. Ordinary Shares
Shares49
Event2026-03-31
Filed2026-04-20
FDN
0.00%First Trust Exchange-Traded Fund Dow Jones Internet Index
Shares60
Event2026-03-31
Filed2026-04-20
Southstate Bank Corp. Ordinary Shares
0.00%Southstate Bank Corp. Ordinary Shares
Shares150
Event2026-03-31
Filed2026-04-20
INCY
0.00%Incyte Corp. Ordinary Shares
Shares147
Event2026-03-31
Filed2026-04-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available