Sponsored
The Analysis of Community Bank, N.A.'s Holdings & P&L
Currently, Community Bank, N.A. holds 501 types of securities in its portfolio with a total value $840.1M. In the most recent quarter, they have increased their positions in N/A (+7.0K shares, valued at $4.2M), JEPI (+47.5K shares, valued at $2.7M), IJH (+37.3K shares, valued at $2.5M); decreased their positions in AVDV (-24.9K shares, valued at $2.5M), VRTX (-2.2K shares, valued at $1.0M), GLW (-6.7K shares, valued at $916.4K); initiated new positions in IBB (+1.4K shares, valued at $238.1K), COST (+100 shares, valued at $99.6K), N/A (+476 shares, valued at $93.9K).
1M P&L
+6.0M+0.73%
3M P&L
-7.8M-0.92%
HY P&L
+43.0M+5.40%
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/A235.4M
30.6%
2Consumer Electronics102.4M
13.3%
3Drug Manufacturers - General44.1M
5.7%
Top Industries by Stock Count
1N/A132 stocks
29.3%
2Banks - Regional21 stocks
4.7%
3Software - Application11 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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CUSHMAN AND WAKEFIELD LTD COMMON SHARES CUSHMAN AND WAKEFIELD LTD COMMON SHARES2.9K shares0.00%2026-03-312026-05-12
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AAPL
-0.91%APPLE INC
Shares372.9K
Event2026-03-31
Filed2026-05-12
IVV
0.13%ISHARES CORE S&P 500 ETF
Shares46.9K
Event2026-03-31
Filed2026-05-12
IEFA
0.34%ISHARES CORE MSCI EAFE ETF
Shares336.1K
Event2026-03-31
Filed2026-05-12
MSFT
1.74%MICROSOFT CORP
Shares59.6K
Event2026-03-31
Filed2026-05-12
IBM
-2.24%INTL BUSINESS MACHINES CORP
Shares88.1K
Event2026-03-31
Filed2026-05-12
JPM
-0.53%JPMORGAN CHASE & CO
Shares68.9K
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
26.19%VANGUARD S&P 500 ETF
Shares33.7K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CLASS A
0.39%ALPHABET INC CLASS A
Shares50.7K
Event2026-03-31
Filed2026-05-12
IJR
-0.52%ISHARES CORE S&P SMALLCAP ETF
Shares113.7K
Event2026-03-31
Filed2026-05-12
MERCK & COMPANY INC
-0.73%MERCK & COMPANY INC
Shares114.9K
Event2026-03-31
Filed2026-05-12
IJH
22.80%ISHARES CORE S&P MIDCAP ETF
Shares200.9K
Event2026-03-31
Filed2026-05-12
JEPI
26.81%JPMORGAN EQUITY PREMIUM INC
Shares224.8K
Event2026-03-31
Filed2026-05-12
BMY
-2.53%BRISTOL MYERS SQUIBB COMPANY
Shares206.0K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
1.47%BROADCOM INC
Shares38.6K
Event2026-03-31
Filed2026-05-12
CSCO
-2.13%CISCO SYSTEMS INC
Shares149.0K
Event2026-03-31
Filed2026-05-12
WMT
-3.28%WAL MART STORES INC
Shares92.8K
Event2026-03-31
Filed2026-05-12
JNJ
-1.06%JOHNSON & JOHNSON
Shares46.4K
Event2026-03-31
Filed2026-05-12
CAT
-0.79%CATERPILLAR INC
Shares15.2K
Event2026-03-31
Filed2026-05-12
PEP
-0.74%PEPSICO INC
Shares67.6K
Event2026-03-31
Filed2026-05-12
ABBV
-2.30%ABBVIE INC
Shares47.6K
Event2026-03-31
Filed2026-05-12
VZ
-1.38%VERIZON COMMUNICATIONS
Shares203.1K
Event2026-03-31
Filed2026-05-12
XOM
-2.31%EXXON MOBIL CORP
Shares59.6K
Event2026-03-31
Filed2026-05-12
AMZN
3.41%AMAZON.COM INC
Shares47.2K
Event2026-03-31
Filed2026-05-12
SPY
-2.38%SPDR S&P 500 ETF
Shares15.1K
Event2026-03-31
Filed2026-05-12
IEMG
-0.03%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares137.9K
Event2026-03-31
Filed2026-05-12
IWF
-0.33%ISHARES RUSSELL 1000 GROWTH ETF
Shares20.8K
Event2026-03-31
Filed2026-05-12
NVDA
-0.07%NVIDIA CORPORATION
Shares46.7K
Event2026-03-31
Filed2026-05-12
PG
-0.50%PROCTER & GAMBLE CO
Shares56.1K
Event2026-03-31
Filed2026-05-12
GLW
-10.52%CORNING INC
Shares57.3K
Event2026-03-31
Filed2026-05-12
CVX
-0.80%CHEVRON CORP
Shares34.0K
Event2026-03-31
Filed2026-05-12
EMR
-3.49%EMERSON ELECTRIC CO
Shares53.4K
Event2026-03-31
Filed2026-05-12
KO
-3.04%COCA COLA COMPANY
Shares88.0K
Event2026-03-31
Filed2026-05-12
MDY
-3.37%SPDR S&P MIDCAP 400 ETF
Shares10.8K
Event2026-03-31
Filed2026-05-12
RTX
-2.05%RTX CORP
Shares34.0K
Event2026-03-31
Filed2026-05-12
AVUV
0.16%AVANTIS US SMALLCAP VALUE
Shares57.2K
Event2026-03-31
Filed2026-05-12
AVDV
-29.27%AVANTIS INTERNATIONAL ETF
Shares60.2K
Event2026-03-31
Filed2026-05-12
CBU
-2.15%COMMUNITY FINANCIAL SYS INC
Shares100.3K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
-12.63%LAM RESEARCH CORP
Shares27.3K
Event2026-03-31
Filed2026-05-12
AMGN
2.17%AMGEN INC
Shares16.5K
Event2026-03-31
Filed2026-05-12
IWD
-0.19%ISHARES RUSSELL 1000 VALUE
Shares25.8K
Event2026-03-31
Filed2026-05-12
CMI
-3.67%CUMMINS INC
Shares10.2K
Event2026-03-31
Filed2026-05-12
TXN
-1.23%TEXAS INSTRUMENTS INC
Shares28.2K
Event2026-03-31
Filed2026-05-12
AEP
2.16%AMERICAN ELECTRIC POWER CO
Shares41.4K
Event2026-03-31
Filed2026-05-12
NUE
-1.46%NUCOR CORP
Shares32.0K
Event2026-03-31
Filed2026-05-12
NEE
-3.94%NEXTERA ENERGY INC
Shares55.3K
Event2026-03-31
Filed2026-05-12
PEG
-0.46%PUBLIC SVC ENTERPRISE GROUP
Shares61.5K
Event2026-03-31
Filed2026-05-12
CB
1.22%CHUBB LTD
Shares14.9K
Event2026-03-31
Filed2026-05-12
LOW
1.55%LOWES COMPANIES INC
Shares19.8K
Event2026-03-31
Filed2026-05-12
V
2.87%VISA INC CLASS A
Shares15.4K
Event2026-03-31
Filed2026-05-12
IWS
-2.96%ISHARES RUSSELL MIDCAP VALUE
Shares31.5K
Event2026-03-31
Filed2026-05-12
TFC
2.38%TRUIST FINANCIAL CORP
Shares96.1K
Event2026-03-31
Filed2026-05-12
FLCA
-6.39%FRANKLIN FTSE CANADA
Shares88.7K
Event2026-03-31
Filed2026-05-12
QCOM
-1.00%QUALCOMM INC
Shares32.5K
Event2026-03-31
Filed2026-05-12
ABT
2.12%ABBOTT LABORATORIES
Shares40.0K
Event2026-03-31
Filed2026-05-12
PSX
-2.12%PHILLIPS 66
Shares21.9K
Event2026-03-31
Filed2026-05-12
T
-0.71%AT&T INC
Shares137.8K
Event2026-03-31
Filed2026-05-12
OMC
13.37%OMNICOM GROUP INC
Shares50.7K
Event2026-03-31
Filed2026-05-12
APD
1.35%AIR PRODUCTS & CHEMICALS INC
Shares13.1K
Event2026-03-31
Filed2026-05-12
MCD
-1.20%MCDONALDS CORP
Shares12.2K
Event2026-03-31
Filed2026-05-12
LLY
-0.27%ELI LILLY AND COMPANY
Shares4.1K
Event2026-03-31
Filed2026-05-12
ITW
-7.47%ILLINOIS TOOL WORKS INC
Shares14.5K
Event2026-03-31
Filed2026-05-12
LMT
-1.53%LOCKHEED MARTIN CORP
Shares6.1K
Event2026-03-31
Filed2026-05-12
HON
-2.09%HONEYWELL INTL INC
Shares16.3K
Event2026-03-31
Filed2026-05-12
BKGI
2.50%BNY MELLON GLOBAL INFRASTRUCTURE ETF
Shares79.9K
Event2026-03-31
Filed2026-05-12
SCHA
-2.04%SCHWAB US SMALL CAP ETF
Shares120.7K
Event2026-03-31
Filed2026-05-12
PFF
-4.50%ISHARES US PREFERRED STOCK
Shares113.7K
Event2026-03-31
Filed2026-05-12
XLE
-1.61%ENERGY SELECT SECTOR SPDR
Shares54.9K
Event2026-03-31
Filed2026-05-12
EMXC
0.00%ISHARES MSCI EM EX CHINA
Shares41.5K
Event2026-03-31
Filed2026-05-12
UPS
-5.51%UNITED PARCEL SERVICE CL B
Shares32.1K
Event2026-03-31
Filed2026-05-12
PANW
41.08%PALO ALTO NETWORKS INC
Shares19.2K
Event2026-03-31
Filed2026-05-12
TMO
3.96%THERMO FISHER SCIENTIFIC INC
Shares5.8K
Event2026-03-31
Filed2026-05-12
HD
-0.40%HOME DEPOT INC
Shares8.6K
Event2026-03-31
Filed2026-05-12
EFA
0.00%ISHARES MSCI EAFE ETF
Shares28.5K
Event2026-03-31
Filed2026-05-12
PNC
6.89%PNC FINL SVCS GROUP INC
Shares13.1K
Event2026-03-31
Filed2026-05-12
SRE
-1.24%SEMPRA ENERGY
Shares27.9K
Event2026-03-31
Filed2026-05-12
KMI
-2.04%KINDER MORGAN INC
Shares78.8K
Event2026-03-31
Filed2026-05-12
XLU
-0.93%UTILITIES SELECT SECTOR SPDR
Shares57.5K
Event2026-03-31
Filed2026-05-12
FCX
0.26%FREEPORT MCMORAN INC
Shares44.6K
Event2026-03-31
Filed2026-05-12
SHY
6.13%ISHARES 1-3 YR TREASURY BOND
Shares31.3K
Event2026-03-31
Filed2026-05-12
CRM
39.50%SALESFORCE INC
Shares13.6K
Event2026-03-31
Filed2026-05-12
EOG
0.17%EOG RESOURCES INC
Shares17.3K
Event2026-03-31
Filed2026-05-12
DIS
4.82%WALT DISNEY CO
Shares25.5K
Event2026-03-31
Filed2026-05-12
DE
-12.19%DEERE & COMPANY
Shares4.3K
Event2026-03-31
Filed2026-05-12
ELV
5.69%ELEVANCE HEALTH INC
Shares8.0K
Event2026-03-31
Filed2026-05-12
SYK
4.45%STRYKER CORP
Shares7.0K
Event2026-03-31
Filed2026-05-12
MBB
3.64%ISHARES TR BARCLYS MBS BD
Shares23.9K
Event2026-03-31
Filed2026-05-12
CSX
-1.44%CSX CORP
Shares54.9K
Event2026-03-31
Filed2026-05-12
EIPI
0.00%FT ENERGY INCOME PARTNERS ENH INCOME ETF
Shares100.0K
Event2026-03-31
Filed2026-05-12
WM
8.38%WASTE MANAGEMENT INC
Shares9.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CLASS C
-2.82%ALPHABET INC CLASS C
Shares7.4K
Event2026-03-31
Filed2026-05-12
VWO
-1.50%VANGUARD FTSE EMERGING MARKETS ETF
Shares39.2K
Event2026-03-31
Filed2026-05-12
ACWX
-1.28%ISHARES MSCI ACWI EX US ETF
Shares30.6K
Event2026-03-31
Filed2026-05-12
ADP
-1.71%AUTOMATIC DATA PROCESSING
Shares10.1K
Event2026-03-31
Filed2026-05-12
UNH
1.54%UNITEDHEALTH GROUP INC
Shares7.2K
Event2026-03-31
Filed2026-05-12
INTL BUSINESS MACHINES CORP
0.00%INTL BUSINESS MACHINES CORP
Shares8.0K
Event2026-03-31
Filed2026-05-12
GLD
0.00%SPDR GOLD SHARES
Shares4.4K
Event2026-03-31
Filed2026-05-12
CAG
5.56%CONAGRA FOODS INC
Shares119.5K
Event2026-03-31
Filed2026-05-12
GDX
0.00%VANECK VECTORS GOLD MINERS ETF
Shares20.0K
Event2026-03-31
Filed2026-05-12
MS
-2.96%MORGAN STANLEY
Shares10.9K
Event2026-03-31
Filed2026-05-12
VGT
-5.05%VANGUARD INFO TECH ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares5.1K
Event2026-03-31
Filed2026-05-12
MET
-5.98%METLIFE INC
Shares23.7K
Event2026-03-31
Filed2026-05-12
JAAA
1.52%JANUS DETROIT STREET TR HENDERSON AAA CLO
Shares32.7K
Event2026-03-31
Filed2026-05-12
AXP
0.75%AMERICAN EXPRESS CO
Shares5.4K
Event2026-03-31
Filed2026-05-12
PFE
-6.39%PFIZER INC
Shares57.6K
Event2026-03-31
Filed2026-05-12
EZU
-4.50%ISHARES MSCI EUROZONE ETF
Shares25.2K
Event2026-03-31
Filed2026-05-12
GS
4.47%GOLDMAN SACHS GROUP INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
DHS
0.89%WISDOMTREE US HIGH DIVIDEND ETF
Shares14.5K
Event2026-03-31
Filed2026-05-12
FI
21.93%FISERV INC
Shares28.1K
Event2026-03-31
Filed2026-05-12
USB
0.42%US BANCORP
Shares30.2K
Event2026-03-31
Filed2026-05-12
RY
-2.99%ROYAL BANK OF CANADA
Shares9.4K
Event2026-03-31
Filed2026-05-12
COP
-2.02%CONOCOPHILLIPS
Shares11.3K
Event2026-03-31
Filed2026-05-12
DOW
3.93%DOW INC
Shares35.2K
Event2026-03-31
Filed2026-05-12
DUPONT DE NEMOURS INC
-6.96%DUPONT DE NEMOURS INC
Shares30.9K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
0.89%BLACKROCK INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST
0.21%INVESCO QQQ TRUST
Shares2.4K
Event2026-03-31
Filed2026-05-12
VIG
-0.32%VANGUARD DIVIDEND APPRECIATION ETF
Shares6.5K
Event2026-03-31
Filed2026-05-12
NSC
-5.79%NORFOLK SOUTHERN CORP
Shares4.9K
Event2026-03-31
Filed2026-05-12
IWM
-2.89%ISHARES RUSSELL 2000 ETF
Shares5.6K
Event2026-03-31
Filed2026-05-12
CMG
0.83%CHIPOTLE MEXICAN GRILL
Shares43.0K
Event2026-03-31
Filed2026-05-12
VIS
0.00%VANGUARD INDUSTRIALS ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
DMLP
0.00%DORCHESTER MINERALS LP
Shares50.0K
Event2026-03-31
Filed2026-05-12
SPIB
5.48%SPDR INTERM CORP BOND ETF
Shares38.9K
Event2026-03-31
Filed2026-05-12
CL
-1.30%COLGATE PALMOLIVE CO
Shares15.2K
Event2026-03-31
Filed2026-05-12
TGT
-8.99%TARGET CORP
Shares10.5K
Event2026-03-31
Filed2026-05-12
UNP
-6.25%UNION PACIFIC CORP
Shares5.0K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TRUST
-13.20%ISHARES GOLD TRUST
Shares13.0K
Event2026-03-31
Filed2026-05-12
SBUX
-11.59%STARBUCKS CORP
Shares12.4K
Event2026-03-31
Filed2026-05-12
BAC
4.26%BANK OF AMERICA CORPORATION
Shares22.4K
Event2026-03-31
Filed2026-05-12
XLB
-0.42%MATERIALS SELECT SECTOR SPDR
Shares21.2K
Event2026-03-31
Filed2026-05-12
BDX
5.86%BECTON DICKINSON AND COMPANY
Shares6.4K
Event2026-03-31
Filed2026-05-12
FSLR
0.00%FIRST SOLAR, INC.
Shares5.0K
Event2026-03-31
Filed2026-05-12
SPYM
-2.04%SPDR PORTFOLIO S&P 500
Shares12.7K
Event2026-03-31
Filed2026-05-12
SPYV
0.51%SPDR PORTFOLIO S&P 500 VALUE
Shares17.2K
Event2026-03-31
Filed2026-05-12
CMCSA
0.30%COMCAST CORP CLASS A
Shares33.7K
Event2026-03-31
Filed2026-05-12
NKE
1.71%NIKE INC CLASS B
Shares17.9K
Event2026-03-31
Filed2026-05-12
AME
-6.76%AMETEK INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
PHYS
0.00%SPROTT PHYSICAL GOLD TRUST
Shares24.7K
Event2026-03-31
Filed2026-05-12
VFH
-0.69%VANGUARD FINANCIALS ETF
Shares7.2K
Event2026-03-31
Filed2026-05-12
LDOS
232.31%LEIDOS HOLDINGS INC
Shares5.4K
Event2026-03-31
Filed2026-05-12
PPA
0.00%INVESCO AEROSPACE & DEFENSE ETF
Shares4.8K
Event2026-03-31
Filed2026-05-12
NBTB
12.35%NBT BANCORP INC
Shares18.5K
Event2026-03-31
Filed2026-05-12
MCK
-13.04%MCKESSON CORP
Shares900
Event2026-03-31
Filed2026-05-12
EWC
-2.86%ISHARES MSCI CANADA ETF
Shares13.9K
Event2026-03-31
Filed2026-05-12
VTI
23.57%VANGUARD TOTAL STOCK MARKET ETF
Shares2.4K
Event2026-03-31
Filed2026-05-12
WMB
1.87%WILLIAMS COMPANIES INC
Shares10.4K
Event2026-03-31
Filed2026-05-12
JSI
16.46%JANUS HENDERSON SECURITIZED INCOME ETF
Shares14.6K
Event2026-03-31
Filed2026-05-12
MA
-4.92%MASTERCARD INC CLASS A
Shares1.4K
Event2026-03-31
Filed2026-05-12
AMT
0.00%AMERICAN TOWER CORP
Shares4.1K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
-7.63%GE AEROSPACE
Shares2.4K
Event2026-03-31
Filed2026-05-12
VBR
0.00%VANGUARD SMALLCAP VALUE ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
TSLA
0.00%TESLA MOTORS INC
Shares1.7K
Event2026-03-31
Filed2026-05-12
IVE
-20.57%ISHARES S&P 500 VALUE ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
SPYG
0.00%SPDR PORTFOLIO S&P500 GROWTH
Shares6.2K
Event2026-03-31
Filed2026-05-12
ARTY
0.00%ISHARES FUTURE AI & TECH ETF
Shares13.0K
Event2026-03-31
Filed2026-05-12
VNQ
-10.64%VANGUARD REIT ETF
Shares6.8K
Event2026-03-31
Filed2026-05-12
XLK
0.32%TECHNOLOGY SELECT SECTOR SPDR ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
EFX
0.00%EQUIFAX INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
GIS
-6.50%GENERAL MILLS INC
Shares15.6K
Event2026-03-31
Filed2026-05-12
VUG
-0.60%VANGUARD GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-05-12
IVW
-20.00%ISHARES S&P 500 GROWTH ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
KVUE
-7.62%KENVUE INC
Shares32.6K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
4.10%EATON CORP PLC
Shares1.5K
Event2026-03-31
Filed2026-05-12
MTD
-5.56%METTLER-TOLEDO INTL
Shares425
Event2026-03-31
Filed2026-05-12
NFLX
0.00%NETFLIX INC
Shares5.4K
Event2026-03-31
Filed2026-05-12
GEV
-10.80%GE VERNOVA INC
Shares570
Event2026-03-31
Filed2026-05-12
META
-2.96%META PLATFORMS INC
Shares820
Event2026-03-31
Filed2026-05-12
TRV
-1.29%TRAVELERS COMPANIES INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
ESGD
-1.79%ISHARES ESG MSCI EAFE ETF
Shares4.4K
Event2026-03-31
Filed2026-05-12
IJK
0.00%ISHARES S&P MIDCAP 400 GROWTH ETF
Shares4.0K
Event2026-03-31
Filed2026-05-12
WTRG
-60.41%ESSENTIAL UTILITIES INC
Shares10.1K
Event2026-03-31
Filed2026-05-12
VLUE
0.00%ISHARES EDGE MSCI USA VALUE FACTOR
Shares2.8K
Event2026-03-31
Filed2026-05-12
VRTX
-71.86%VERTEX PHARMACEUTICALS INC
Shares880
Event2026-03-31
Filed2026-05-12
XLV
-1.78%HEALTH CARE SELECT SECTOR SPDR ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
VGLT
58.75%VANGUARD LONG TERM TREASURY
Shares6.9K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC B
1.33%BERKSHIRE HATHAWAY INC B
Shares760
Event2026-03-31
Filed2026-05-12
BND
26.56%VANGUARD TOTAL BOND MRKT ETF
Shares4.9K
Event2026-03-31
Filed2026-05-12
ORCL
-7.76%ORACLE CORP
Shares2.4K
Event2026-03-31
Filed2026-05-12
ESGE
-1.04%ISHARES ESG MSCI EM ETF
Shares7.4K
Event2026-03-31
Filed2026-05-12
XLY
-2.37%CONSUMER DISCRET SEL SECT SPDR ETF
Shares3.0K
Event2026-03-31
Filed2026-05-12
VCSH
0.00%VANGUARD SHORT TERM CORP BOND ETF
Shares4.2K
Event2026-03-31
Filed2026-05-12
MDLZ
0.00%MONDELEZ INTL INC CL A
Shares5.5K
Event2026-03-31
Filed2026-05-12
VSS
0.00%VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF
Shares2.2K
Event2026-03-31
Filed2026-05-12
PM
-2.34%PHILIP MORRIS INTL INC
Shares1.8K
Event2026-03-31
Filed2026-05-12
ACLO
0.00%TCW AAA CLO ETF
Shares6.0K
Event2026-03-31
Filed2026-05-12
ED
0.00%CONSOLIDATED EDISON INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
NVS
0.00%NOVARTIS AG ADR
Shares1.9K
Event2026-03-31
Filed2026-05-12
VEA
-15.92%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
INTC
0.00%INTEL CORP
Shares6.4K
Event2026-03-31
Filed2026-05-12
BA
0.00%BOEING COMPANY
Shares1.4K
Event2026-03-31
Filed2026-05-12
GILD
0.00%GILEAD SCIENCES INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
ACWI
0.00%ISHARES MSCI ACWI ETF
Shares2.0K
Event2026-03-31
Filed2026-05-12
TMP
0.00%TOMPKINS FINANCIAL CORP
Shares3.5K
Event2026-03-31
Filed2026-05-12
ADM
-46.07%ARCHER DANIELS MIDLAND CO
Shares3.8K
Event2026-03-31
Filed2026-05-12
AWK
0.00%AMERICAN WATER WORKS CO INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
XLF
72.84%SPDR FINANCIAL SELECT SECTOR
Shares5.4K
Event2026-03-31
Filed2026-05-12
CVS
-28.71%CVS HEALTH CORP
Shares3.6K
Event2026-03-31
Filed2026-05-12
AVEM
-1.00%AVANTIS EMERGING MKTS EQ
Shares3.2K
Event2026-03-31
Filed2026-05-12
MTB
-3.93%M & T BANK CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
SPGI
0.00%S&P GLOBAL INC
Shares588
Event2026-03-31
Filed2026-05-12
ZBH
0.00%ZIMMER HOLDINGS INC
Shares2.7K
Event2026-03-31
Filed2026-05-12
IBB
NewISHARES BIOTECHNOLOGY ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
USMV
0.00%ISHARES EDGE MSCI MIN VOL USA ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
VB
0.00%VANGUARD SMALLCAP ETF
Shares875
Event2026-03-31
Filed2026-05-12
AVSC
0.00%AVANTIS US SMALL CAP ETF
Shares3.7K
Event2026-03-31
Filed2026-05-12
VXUS
-25.41%VANGUARD TOTAL INTL STOCK ETF
Shares2.9K
Event2026-03-31
Filed2026-05-12
VTV
0.00%VANGUARD VALUE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
EIX
0.00%EDISON INTL
Shares2.9K
Event2026-03-31
Filed2026-05-12
GLDM
-13.41%SPDR GOLD MINISHARES
Shares2.2K
Event2026-03-31
Filed2026-05-12
PAYX
0.00%PAYCHEX INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
XLP
0.00%CONSUMER STAPLES SECTOR SPDR
Shares2.3K
Event2026-03-31
Filed2026-05-12
CHD
0.00%CHURCH & DWIGHT CO INC
Shares2.0K
Event2026-03-31
Filed2026-05-12
LEN
-71.83%LENNAR CORP CL A
Shares2.1K
Event2026-03-31
Filed2026-05-12
XLI
0.00%SPDR INDUSTRIALS (XLI)
Shares1.1K
Event2026-03-31
Filed2026-05-12
NFG
0.00%NATIONAL FUEL GAS COMPANY
Shares1.8K
Event2026-03-31
Filed2026-05-12
SO
0.00%SOUTHERN COMPANY
Shares1.8K
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC
-38.87%QNITY ELECTRONICS INC
Shares1.5K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
31.30%CITIGROUP INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
WFC
0.00%WELLS FARGO & CO
Shares2.0K
Event2026-03-31
Filed2026-05-12
NWFL
22.51%NORWOOD FINANCIAL CORP
Shares5.5K
Event2026-03-31
Filed2026-05-12
MPC
0.00%MARATHON PETROLEUM CORP
Shares624
Event2026-03-31
Filed2026-05-12
TSM
28.82%TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS
Shares447
Event2026-03-31
Filed2026-05-12
NOC
0.00%NORTHROP GRUMMAN CORP
Shares220
Event2026-03-31
Filed2026-05-12
MMM
-4.76%3M COMPANY
Shares1.0K
Event2026-03-31
Filed2026-05-12
MLPX
2.48%GLOBAL X MLP AND ENERGY ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
EXC
-25.97%EXELON CORP
Shares2.9K
Event2026-03-31
Filed2026-05-12
L
0.00%LOEWS CORP
Shares1.3K
Event2026-03-31
Filed2026-05-12
SLV
0.00%ISHARES SILVER TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-12
STZ
-10.00%CONSTELLATION BRANDS INC
Shares900
Event2026-03-31
Filed2026-05-12
SYY
0.00%SYSCO CORP
Shares1.8K
Event2026-03-31
Filed2026-05-12
TM
0.00%TOYOTA MOTOR CORP
Shares600
Event2026-03-31
Filed2026-05-12
SCHX
0.00%SCHWAB STRATEGIC TR US LRG CAP ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
MU
36.80%MICRON TECHNOLOGY
Shares342
Event2026-03-31
Filed2026-05-12
TDY
0.00%TELEDYNE TECHNOLOGIES INC
Shares187
Event2026-03-31
Filed2026-05-12
GM
0.00%GENERAL MOTORS CO
Shares1.5K
Event2026-03-31
Filed2026-05-12
COHERENT CORP
0.00%COHERENT CORP
Shares449
Event2026-03-31
Filed2026-05-12
BSV
-48.00%VANGUARD SHORT TERM BOND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
CCJ
0.00%CAMECO CORP
Shares965
Event2026-03-31
Filed2026-05-12
SLB
0.00%SLB
Shares2.0K
Event2026-03-31
Filed2026-05-12
WBD
0.00%WARNER BROS DISCOVERY INC
Shares3.8K
Event2026-03-31
Filed2026-05-12
COST
NewCOSTCO
Shares100
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares476
Event2026-03-31
Filed2026-05-12
FIS
0.00%FIDELITY NATL INFORMATION SV
Shares2.0K
Event2026-03-31
Filed2026-05-12
ASML
0.00%ASML HOLDING NV ADR
Shares71
Event2026-03-31
Filed2026-05-12
BN
0.00%BROOKFIELD CORP NPV
Shares2.3K
Event2026-03-31
Filed2026-05-12
MO
0.00%ALTRIA GROUP INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
MNST
0.00%MONSTER BEVERAGE
Shares1.3K
Event2026-03-31
Filed2026-05-12
DIA
NewSPDR DOW JONES INDL AVERAGE ETF
Shares194
Event2026-03-31
Filed2026-05-12
TMUS
0.00%T MOBILE US INC
Shares420
Event2026-03-31
Filed2026-05-12
SCHW
0.00%CHARLES SCHWAB CORP
Shares918
Event2026-03-31
Filed2026-05-12
GUNR
-24.76%FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES
Shares1.6K
Event2026-03-31
Filed2026-05-12
SCCO
0.81%SOUTHERN COPPER CORP
Shares495
Event2026-03-31
Filed2026-05-12
BABA
0.00%ALIBABA GROUP HOLDINGS LMTD
Shares671
Event2026-03-31
Filed2026-05-12
DHR
0.00%DANAHER CORP
Shares435
Event2026-03-31
Filed2026-05-12
SHOP
0.00%SHOPIFY INC
Shares677
Event2026-03-31
Filed2026-05-12
CEG
0.00%CONSTELLATION ENERGY CORP
Shares282
Event2026-03-31
Filed2026-05-12
CARR
-31.94%CARRIER GLOBAL CORPORATION
Shares1.4K
Event2026-03-31
Filed2026-05-12
VEU
0.00%VANGUARD FTSE ALL-WLD EX-US ETF
Shares1.0K
Event2026-03-31
Filed2026-05-12
FITB
150.99%FIFTH THIRD BANCORP
Shares1.6K
Event2026-03-31
Filed2026-05-12
PRU
14.54%PRUDENTIAL FINANCIAL INC
Shares772
Event2026-03-31
Filed2026-05-12
APA CORPORATION
0.00%APA CORPORATION
Shares1.8K
Event2026-03-31
Filed2026-05-12
NVG
0.00%NUVEEN AMT FREE MUNI CR INC
Shares6.0K
Event2026-03-31
Filed2026-05-12
REGN
0.00%REGENERON PHARMACEUTICALS
Shares95
Event2026-03-31
Filed2026-05-12
ENB
0.00%ENBRIDGE INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
IWN
0.00%ISHARES RUSSELL 2000 VALUE
Shares384
Event2026-03-31
Filed2026-05-12
F
0.00%FORD MOTOR COMPANY
Shares6.2K
Event2026-03-31
Filed2026-05-12
PUK
0.00%PRUDENTIAL PLC ADR
Shares2.5K
Event2026-03-31
Filed2026-05-12
DAL
0.00%DELTA AIR LINES INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
STT
0.00%STATE STREET CORP
Shares555
Event2026-03-31
Filed2026-05-12
WBS
-0.10%WEBSTER FINANCIAL CORP
Shares1.0K
Event2026-03-31
Filed2026-05-12
ADSK
0.00%AUTODESK INC
Shares286
Event2026-03-31
Filed2026-05-12
GEHC
-26.68%GE HEALTHCARE TECH
Shares959
Event2026-03-31
Filed2026-05-12
PAA
0.00%PLAINS ALL AMERICAN PIPELINE
Shares3.0K
Event2026-03-31
Filed2026-05-12
ITUB
0.00%ITAU UNIBANCO HLDG SA ADR
Shares8.0K
Event2026-03-31
Filed2026-05-12
CIEN
0.00%CIENA CORP
Shares171
Event2026-03-31
Filed2026-05-12
MUFG
0.00%MITSUBISHI UFJ FINL GROUP INSPONSORED ADR
Shares3.9K
Event2026-03-31
Filed2026-05-12
BNDX
-34.33%VANGUARD TOTAL INTL BOND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-12
NATIONAL GRID PLC ADR
0.00%NATIONAL GRID PLC ADR
Shares768
Event2026-03-31
Filed2026-05-12
PFIS
0.00%PEOPLES FINL SVCS CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
ICE
0.00%INTERCONTINENTALEXCHANGE GRP
Shares412
Event2026-03-31
Filed2026-05-12
WTW
0.00%WILLIS TOWERS WATSON PLC LTDSHS
Shares221
Event2026-03-31
Filed2026-05-12
DGRO
0.00%ISHARES CORE DIV GROWTH ETF
Shares886
Event2026-03-31
Filed2026-05-12
COF
4.95%CAPITAL ONE FINANCIAL
Shares339
Event2026-03-31
Filed2026-05-12
ET
0.00%ENERGY TRANSFER EQUITY LP
Shares3.2K
Event2026-03-31
Filed2026-05-12
ALLY
0.00%ALLY FINANCIAL INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
FIRST CITIZENS BANCSHARES
0.00%FIRST CITIZENS BANCSHARES
Shares31
Event2026-03-31
Filed2026-05-12
TS
0.00%TENARIS SA ADR
Shares1.0K
Event2026-03-31
Filed2026-05-12
SCMB
NewSCHWAB MUNICIPAL BOND ETF
Shares2.3K
Event2026-03-31
Filed2026-05-12
BSCX
0.00%INVESCO BULLETSHARES 2033 CORP BOND ETF
Shares2.7K
Event2026-03-31
Filed2026-05-12
KMB
-14.49%KIMBERLY CLARK CORP
Shares590
Event2026-03-31
Filed2026-05-12
AIG
0.00%AMERICAN INTERNATIONAL GROUP
Shares748
Event2026-03-31
Filed2026-05-12
IQV
0.00%IQVIA HLDGS INC
Shares323
Event2026-03-31
Filed2026-05-12
XLC
4.43%SELECT SECTOR SPDR TR COMMUNICATION
Shares495
Event2026-03-31
Filed2026-05-12
SNA
0.00%SNAP ON INC
Shares150
Event2026-03-31
Filed2026-05-12
CTVA
-31.75%CORTEVA INC
Shares645
Event2026-03-31
Filed2026-05-12
SONY
0.00%SONY CORP ADR
Shares2.6K
Event2026-03-31
Filed2026-05-12
JBL
0.00%JABIL CIRCUIT INC.
Shares200
Event2026-03-31
Filed2026-05-12
KHC
-1.39%KRAFT HEINZ COMPANY
Shares2.3K
Event2026-03-31
Filed2026-05-12
BK
0.00%BANK OF NEW YORK MELLON CORP
Shares438
Event2026-03-31
Filed2026-05-12
HDB
0.00%HDFC BANK LTD
Shares2.0K
Event2026-03-31
Filed2026-05-12
OTIS
69.33%OTIS WORLDWIDE CORP
Shares635
Event2026-03-31
Filed2026-05-12
TJX
0.00%TJX COMPANIES
Shares300
Event2026-03-31
Filed2026-05-12
TD
0.00%TORONTO DOMINION BANK
Shares500
Event2026-03-31
Filed2026-05-12
CAH
0.00%CARDINAL HEALTH INC
Shares220
Event2026-03-31
Filed2026-05-12
CBRE
0.00%CBRE GROUP INC
Shares341
Event2026-03-31
Filed2026-05-12
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares121
Event2026-03-31
Filed2026-05-12
EPD
10.11%ENTERPRISE PRODS PARTNERS LP
Shares1.2K
Event2026-03-31
Filed2026-05-12
CROX
0.00%CROCS INC
Shares550
Event2026-03-31
Filed2026-05-12
CIBR
NewFIRST TR NASDAQ CYB SEC ETF
Shares728
Event2026-03-31
Filed2026-05-12
TE CONNECTIVITY
0.00%TE CONNECTIVITY
Shares215
Event2026-03-31
Filed2026-05-12
THO
0.00%THOR INDUSTRIES INC
Shares559
Event2026-03-31
Filed2026-05-12
ESI
0.00%ELEMENT SOLUTIONS INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
WCC
0.00%WESCO INTL INC
Shares159
Event2026-03-31
Filed2026-05-12
NDAQ
0.00%NASDAQ INC
Shares509
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITYCOM
0.00%CANADIAN PACIFIC KANSAS CITYCOM
Shares542
Event2026-03-31
Filed2026-05-12
SHEL
0.00%SHELL PLC
Shares440
Event2026-03-31
Filed2026-05-12
GMAB
0.00%GENMAB A/S SPONSORED ADS
Shares1.5K
Event2026-03-31
Filed2026-05-12
MUSA
0.00%MURPHY USA INC
Shares82
Event2026-03-31
Filed2026-05-12
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares281
Event2026-03-31
Filed2026-05-12
ISRG
0.00%INTUITIVE SURGICAL INC
Shares87
Event2026-03-31
Filed2026-05-12
O
63.75%REALTY INCOME CORP
Shares655
Event2026-03-31
Filed2026-05-12
UBS
0.00%UBS GROUP AG
Shares1.0K
Event2026-03-31
Filed2026-05-12
GPN
0.00%GLOBAL PMTS INC
Shares579
Event2026-03-31
Filed2026-05-12
SRLN
0.00%SPDR BLACKSTONE/GSO SENIOR LOAN ETF
Shares955
Event2026-03-31
Filed2026-05-12
VKQ
0.00%INVESCO MUNICIPAL TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-12
SPDW
NewSPDR S&P WORLD EX-US
Shares831
Event2026-03-31
Filed2026-05-12
CFR
0.00%CULLEN FROST BANKERS INC
Shares276
Event2026-03-31
Filed2026-05-12
ADBE
0.00%ADOBE INC
Shares154
Event2026-03-31
Filed2026-05-12
FCFS
0.00%FIRSTCASH HOLDINGS INC
Shares199
Event2026-03-31
Filed2026-05-12
CG
0.00%CARLYLE GROUP INC
Shares772
Event2026-03-31
Filed2026-05-12
ZION
0.00%ZIONS BANCORP
Shares636
Event2026-03-31
Filed2026-05-12
ICLN
0.00%ISHARES GLOBAL CLEAN ENERGY
Shares2.0K
Event2026-03-31
Filed2026-05-12
HBAN
NewHUNTINGTON BANCSHARES INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
OKE
0.00%ONEOK INC
Shares394
Event2026-03-31
Filed2026-05-12
AVLV
NewAVANTIS US LARGE CAP VALUE
Shares441
Event2026-03-31
Filed2026-05-12
CUSHMAN AND WAKEFIELD LTD COMMON SHARES
0.00%CUSHMAN AND WAKEFIELD LTD COMMON SHARES
Shares2.9K
Event2026-03-31
Filed2026-05-12
INFY
0.00%INFOSYS LTD SPONSORED ADR
Shares2.6K
Event2026-03-31
Filed2026-05-12
COKE
0.00%COCA COLA CONSOLIDATED INC
Shares176
Event2026-03-31
Filed2026-05-12
MGA
0.00%MAGNA INTERNATIONAL INC
Shares602
Event2026-03-31
Filed2026-05-12
ALL
-43.31%THE ALLSTATE CORPORATION
Shares161
Event2026-03-31
Filed2026-05-12
SPSM
0.00%SPDR PORTFOLIO SMALLCAP ETF
Shares677
Event2026-03-31
Filed2026-05-12
FNV
0.00%FRANCO NEVADA CORP
Shares132
Event2026-03-31
Filed2026-05-12
SEIC
0.00%SEI INVESTMENTS CO.
Shares415
Event2026-03-31
Filed2026-05-12
ROBT
NewFIRST TR NASDAQ ARTIFICAL INTELLIGENCE
Shares705
Event2026-03-31
Filed2026-05-12
ROK
0.00%ROCKWELL AUTOMATION INC
Shares90
Event2026-03-31
Filed2026-05-12
NXPI
0.00%NXP SEMICONDUCTORS NV
Shares161
Event2026-03-31
Filed2026-05-12
ABNB
0.00%AIRBNB INC CL A
Shares244
Event2026-03-31
Filed2026-05-12
HXL
0.00%HEXCEL CORP
Shares380
Event2026-03-31
Filed2026-05-12
WAL
0.00%WESTERN ALLIANCE BANCORP
Shares427
Event2026-03-31
Filed2026-05-12
HPE
NewHEWLETT PACKARD ENTERPRISE
Shares1.3K
Event2026-03-31
Filed2026-05-12
CLH
0.00%CLEAN HARBORS INC
Shares104
Event2026-03-31
Filed2026-05-12
YUM
0.00%YUM BRANDS INC
Shares191
Event2026-03-31
Filed2026-05-12
MLPA
0.00%GLOBAL X MLP ETF
Shares550
Event2026-03-31
Filed2026-05-12
NVO
0.00%NOVO-NORDISK AS ADR
Shares806
Event2026-03-31
Filed2026-05-12
PB
0.00%PROSPERITY BANCSHARES INC
Shares434
Event2026-03-31
Filed2026-05-12
MAS
0.00%MASCO CORP
Shares478
Event2026-03-31
Filed2026-05-12
HDV
0.00%ISHARES CORE HIGH DIVIDEND
Shares210
Event2026-03-31
Filed2026-05-12
SR
0.00%SPIRE INC
Shares307
Event2026-03-31
Filed2026-05-12
APAM
0.00%ARTISAN PARTNERS ASSET MANAGEMENT INC
Shares763
Event2026-03-31
Filed2026-05-12
MUR
0.00%MURPHY OIL CORPORATION
Shares638
Event2026-03-31
Filed2026-05-12
VMI
0.00%VALMONT INDUSTRIES INC
Shares65
Event2026-03-31
Filed2026-05-12
GATX
0.00%GATX CORP
Shares152
Event2026-03-31
Filed2026-05-12
RUSHA
0.00%RUSH ENTERPRISES INC CL A
Shares390
Event2026-03-31
Filed2026-05-12
THG
0.00%HANOVER INS GROUP INC
Shares147
Event2026-03-31
Filed2026-05-12
RGA
0.00%REINSURANCE GROUP OF AMERICA
Shares123
Event2026-03-31
Filed2026-05-12
RPV
NewINVESCO S&P 500 PURE VAL ETF
Shares231
Event2026-03-31
Filed2026-05-12
PHM
0.00%PULTE GROUP INC
Shares210
Event2026-03-31
Filed2026-05-12
ETR
NewENTERGY CORP
Shares218
Event2026-03-31
Filed2026-05-12
EMN
0.00%EASTMAN CHEMICAL CO
Shares316
Event2026-03-31
Filed2026-05-12
VRP
0.00%INVESCO VARIABLE RATE PFD
Shares1.0K
Event2026-03-31
Filed2026-05-12
AVES
NewAVANTIS EMERGING MARKETS VALUE ETF
Shares392
Event2026-03-31
Filed2026-05-12
BP
0.00%BP PLC ADR
Shares500
Event2026-03-31
Filed2026-05-12
ILMN
0.00%ILLUMINA INC
Shares189
Event2026-03-31
Filed2026-05-12
IJT
0.00%ISHARES TR INDEX S&P SMLCP GROW
Shares160
Event2026-03-31
Filed2026-05-12
RACE
0.00%FERRARI N V
Shares68
Event2026-03-31
Filed2026-05-12
IGIB
0.00%ISHARES INTERMEDIATE CREDIT BOND ETF
Shares428
Event2026-03-31
Filed2026-05-12
IRM
NewIRON MOUNTAIN INC
Shares223
Event2026-03-31
Filed2026-05-12
LECO
0.00%LINCOLN ELEC HLDGS INC
Shares91
Event2026-03-31
Filed2026-05-12
JBTM
0.00%JBT MAREL CORPORATION
Shares174
Event2026-03-31
Filed2026-05-12
GXO
0.00%GXO LOGISTICS INC
Shares429
Event2026-03-31
Filed2026-05-12
STAG
0.00%STAG INDL INC
Shares610
Event2026-03-31
Filed2026-05-12
RSG
0.00%REPUBLIC SERVICES INC
Shares100
Event2026-03-31
Filed2026-05-12
CAKE
NewCHEESECAKE FACTORY INC
Shares400
Event2026-03-31
Filed2026-05-12
TRST
0.00%TRUSTCO BANK CORP
Shares500
Event2026-03-31
Filed2026-05-12
FPFD
0.00%FIDELITY COVINGTON TRUST PFD SECS INCOME
Shares1.0K
Event2026-03-31
Filed2026-05-12
CMDT
NewPIMCO COMMODITIES ACTIVE STRATEGY ETF
Shares663
Event2026-03-31
Filed2026-05-12
KD
0.00%KYNDRYL HOLDINGS INC
Shares1.6K
Event2026-03-31
Filed2026-05-12
ARI
0.00%APOLLO COMM REAL ESTATE
Shares2.0K
Event2026-03-31
Filed2026-05-12
SAP
0.00%SAP AG SPON ADR
Shares121
Event2026-03-31
Filed2026-05-12
CCL
NewCARNIVAL CORP
Shares800
Event2026-03-31
Filed2026-05-12
BRKR
0.00%BRUKER CORPORATION
Shares564
Event2026-03-31
Filed2026-05-12
JPST
0.00%JP MORGAN ULTRA SHORT INC
Shares400
Event2026-03-31
Filed2026-05-12
XYZ
0.00%BLOCK INC CL A
Shares327
Event2026-03-31
Filed2026-05-12
EXP
0.00%EAGLE MATERIALS INC
Shares102
Event2026-03-31
Filed2026-05-12
DGII
0.00%DIGI INTL INC
Shares400
Event2026-03-31
Filed2026-05-12
MEDP
0.00%MEDPACE HOLDINGS INC
Shares40
Event2026-03-31
Filed2026-05-12
J
0.00%JACOBS SOLUTIONS INC
Shares150
Event2026-03-31
Filed2026-05-12
FBIN
0.00%FORTUNE BRANDS HOME & SEC
Shares480
Event2026-03-31
Filed2026-05-12
TSLX
0.00%SIXTH ST SPECIALTY LENDING
Shares1.0K
Event2026-03-31
Filed2026-05-12
ARCC
0.00%ARES CAPITAL CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-05-12
ESGU
0.00%ISHARES TR ESG MSCI USA ETF (ESGU)
Shares125
Event2026-03-31
Filed2026-05-12
HWKN
0.00%HAWKINS INC
Shares115
Event2026-03-31
Filed2026-05-12
MLI
0.00%MUELLER INDS INC
Shares159
Event2026-03-31
Filed2026-05-12
CMC
0.00%COMMERCIAL METALS CO
Shares283
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MGMT LTD
0.00%BROOKFIELD ASSET MGMT LTD
Shares382
Event2026-03-31
Filed2026-05-12
GAP
0.00%GAP INC
Shares700
Event2026-03-31
Filed2026-05-12
AR
0.00%ANTERO RESOURCES CORP
Shares392
Event2026-03-31
Filed2026-05-12
DG
0.00%DOLLAR GENERAL CORP
Shares140
Event2026-03-31
Filed2026-05-12
GIL
0.00%GILDAN ACTIVEWEAR INC
Shares298
Event2026-03-31
Filed2026-05-12
FDS
0.00%FACTSET RESEARCH SYSTEMS INC
Shares74
Event2026-03-31
Filed2026-05-12
SYF
NewSYNCHRONY FINANCIAL
Shares224
Event2026-03-31
Filed2026-05-12
NCLH
NewNORWEGIAN CRUISE LINE HLDG LTD
Shares800
Event2026-03-31
Filed2026-05-12
BLV
-76.08%VANGUARD BD INDEX FD INC LONG TERM BOND
Shares215
Event2026-03-31
Filed2026-05-12
BSCS
-54.57%INVESCO BULLETSHARES 2028 CORP BOND
Shares720
Event2026-03-31
Filed2026-05-12
WTS
0.00%WATTS WATER TECHNOLOGIES INC
Shares50
Event2026-03-31
Filed2026-05-12
HRI
0.00%HERC HOLDINGS INC
Shares144
Event2026-03-31
Filed2026-05-12
WRBY
0.00%WARBY PARKER INC CL A
Shares673
Event2026-03-31
Filed2026-05-12
ZBRA
0.00%ZEBRA TECHNOLOGIES CORP CL A
Shares67
Event2026-03-31
Filed2026-05-12
MPW
0.00%MEDICAL PPTYS TRUST INC
Shares3.0K
Event2026-03-31
Filed2026-05-12
DINO
0.00%HF SINCLAIR CORP
Shares220
Event2026-03-31
Filed2026-05-12
RRR
0.00%RED ROCK RESORTS INC CL A
Shares252
Event2026-03-31
Filed2026-05-12
USA
0.00%LIBERTY ALL STAR EQUITY FD
Shares2.4K
Event2026-03-31
Filed2026-05-12
PFG
NewPRINCIPAL FINANCIAL GRP INC
Shares147
Event2026-03-31
Filed2026-05-12
SPH
0.00%SUBURBAN PROPANE PARTNERS LP
Shares660
Event2026-03-31
Filed2026-05-12
VPU
0.00%VANGUARD UTILITIES ETF
Shares65
Event2026-03-31
Filed2026-05-12
WDAY
0.00%WORKDAY INC CL A
Shares97
Event2026-03-31
Filed2026-05-12
NTR
NewNUTRIEN LTD
Shares160
Event2026-03-31
Filed2026-05-12
IBP
0.00%INSTALLED BLDG PRODS INC
Shares45
Event2026-03-31
Filed2026-05-12
SPHQ
NewINVESCO S&P 500 QUALITY ETF
Shares155
Event2026-03-31
Filed2026-05-12
AGCO
0.00%AGCO CORP
Shares100
Event2026-03-31
Filed2026-05-12
PYPL
0.00%PAYPAL HOLDINGS INC
Shares250
Event2026-03-31
Filed2026-05-12
EQT CORPORATION
0.00%EQT CORPORATION
Shares175
Event2026-03-31
Filed2026-05-12
BHP
0.00%BHP GROUP LTD ADR
Shares150
Event2026-03-31
Filed2026-05-12
HYG
0.00%ISHARES IBOXX $ HIGH YIELD CORP BOND ETF
Shares137
Event2026-03-31
Filed2026-05-12
RDDT
0.00%REDDIT CLASS A
Shares80
Event2026-03-31
Filed2026-05-12
GMOI
NewGMO INTERNATIONAL VALUE ETF
Shares291
Event2026-03-31
Filed2026-05-12
PR
0.00%PERMIAN RESOURCES CORP CL A
Shares491
Event2026-03-31
Filed2026-05-12
PBW
0.00%INVESCO WILDERHILL CLEAN ENERGY ETF
Shares323
Event2026-03-31
Filed2026-05-12
JUST
0.00%GOLDMAN SACHS JUST US LARGE CAP EQUITY ETF
Shares105
Event2026-03-31
Filed2026-05-12
VIOO
NewVANGUARD S&P SMALLCAP ETF
Shares84
Event2026-03-31
Filed2026-05-12
VALE
0.00%VALE SA SPONSORED ADS
Shares600
Event2026-03-31
Filed2026-05-12
HTGC
0.00%HERCULES CAPITAL INC
Shares625
Event2026-03-31
Filed2026-05-12
INFU
0.00%INFUSYSTEMS HOLDINGS INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
NXST
0.00%NEXSTAR MEDIA GROUP INC
Shares50
Event2026-03-31
Filed2026-05-12
YUMC
0.00%YUM CHINA HLDGS INC
Shares176
Event2026-03-31
Filed2026-05-12
HIMS
0.00%HIMS & HERS HEALTH INC CL A
Shares400
Event2026-03-31
Filed2026-05-12
OAKTREE SPECIALTY LENDING
0.00%OAKTREE SPECIALTY LENDING
Shares730
Event2026-03-31
Filed2026-05-12
BARRICK MINING CORPORATION
0.00%BARRICK MINING CORPORATION
Shares200
Event2026-03-31
Filed2026-05-12
AMCOR PLC COM NEW
NewAMCOR PLC COM NEW
Shares200
Event2026-03-31
Filed2026-05-12
FISI
0.00%FINANCIAL INSTITUTIONS INC
Shares250
Event2026-03-31
Filed2026-05-12
HUM
0.00%HUMANA INC
Shares43
Event2026-03-31
Filed2026-05-12
CSW
0.00%CSW INDUSTRIALS INC
Shares28
Event2026-03-31
Filed2026-05-12
BSCT
0.00%INVESCO BULLETSHS CORP ETF
Shares380
Event2026-03-31
Filed2026-05-12
MOH
0.00%MOLINA HEALTHCARE INC
Shares50
Event2026-03-31
Filed2026-05-12
JSML
NewJANUS HENDERSON SMALL CAP GROWTH ALPHA ETF
Shares94
Event2026-03-31
Filed2026-05-12
KEX
0.00%KIRBY CORP
Shares49
Event2026-03-31
Filed2026-05-12
IEF
0.00%ISHARES 7-10 YEAR TSY BOND
Shares65
Event2026-03-31
Filed2026-05-12
SCHF
NewSCHWAB INTL EQUITY ETF
Shares236
Event2026-03-31
Filed2026-05-12
GAB
0.00%GABELLI EQUITY TR INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
SIGI
0.00%SELECTIVE INS GROUP INC
Shares73
Event2026-03-31
Filed2026-05-12
VCLT
0.00%VANGUARD LONG TERM CORP BONDINDEX FUND ETF
Shares71
Event2026-03-31
Filed2026-05-12
NWN
0.00%NORTHWEST NATURAL HLDG CO
Shares99
Event2026-03-31
Filed2026-05-12
INVESCO RAFI EMERGNG MKT ETF
NewINVESCO RAFI EMERGNG MKT ETF
Shares170
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INC
0.00%SIRIUSXM HOLDINGS INC
Shares190
Event2026-03-31
Filed2026-05-12
SCHE
NewSCHWAB EMG MKT EQ ETF
Shares133
Event2026-03-31
Filed2026-05-12
FNDA
NewSCHWAB US SMALL CO ETF
Shares134
Event2026-03-31
Filed2026-05-12
DRAFTKINGS INC CL A
0.00%DRAFTKINGS INC CL A
Shares200
Event2026-03-31
Filed2026-05-12
HOG
0.00%HARLEY DAVIDSON INC
Shares200
Event2026-03-31
Filed2026-05-12
DJT
0.00%TRUMP MEDIA & TECH GROUP
Shares425
Event2026-03-31
Filed2026-05-12
CRBN
0.00%ISHARES MSCI ACWI LOW CARBON
Shares17
Event2026-03-31
Filed2026-05-12
CPNG
0.00%COUPANG INC CL A
Shares200
Event2026-03-31
Filed2026-05-12
SANM
0.00%SANMINA CORPORATION
Shares29
Event2026-03-31
Filed2026-05-12
SUSC
0.00%ISHARES ESG USD CORP BOND
Shares146
Event2026-03-31
Filed2026-05-12
RBBN
0.00%RIBBONS COMMUNICATIONS INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
SPMD
0.00%SPDR PORTFOLIO MIDCAP ETF
Shares45
Event2026-03-31
Filed2026-05-12
XJH
0.00%ISHARES TR ESG SELECT MIDCAP
Shares58
Event2026-03-31
Filed2026-05-12
SCHP
NewSCHWAB US TIPS ETF
Shares96
Event2026-03-31
Filed2026-05-12
SGOV
-91.13%ISHARES 0-3 MONTH TREASURY
Shares25
Event2026-03-31
Filed2026-05-12
ESML
0.00%ISHARES ESG AWARE MSCI SMALLCAP ETF
Shares51
Event2026-03-31
Filed2026-05-12
GRNB
0.00%VANECK VECTORS ETF TR GREEN BD ETF
Shares100
Event2026-03-31
Filed2026-05-12
EBND
NewSPDR BLOOMBERG EM MKT ETF
Shares116
Event2026-03-31
Filed2026-05-12
CRSP
0.00%CRISPR THERAPEUTICS AG
Shares50
Event2026-03-31
Filed2026-05-12
PLUG
0.00%PLUG POWER INC
Shares1.0K
Event2026-03-31
Filed2026-05-12
SOLSTICE ADVANCED MATLS INC
-83.64%SOLSTICE ADVANCED MATLS INC
Shares27
Event2026-03-31
Filed2026-05-12
GUT
0.00%GABELLI UTILITY TRUST
Shares330
Event2026-03-31
Filed2026-05-12
SCYB
NewSCHWAB STRATEGIC TR HIGH YIELD BD ET
Shares75
Event2026-03-31
Filed2026-05-12
SUSB
0.00%ISHARES TR ESG AWRE 1 5 YR
Shares75
Event2026-03-31
Filed2026-05-12
SCHC
NewSCHWAB INTL SM CAP EQ ETF
Shares33
Event2026-03-31
Filed2026-05-12
FNDC
NewSCHWAB FNDMTL INTL SM ETF
Shares32
Event2026-03-31
Filed2026-05-12
WDS
0.00%WOODSIDE ENERGY GROUP LTD
Shares54
Event2026-03-31
Filed2026-05-12
SCHH
NewSCHWAB US REIT ETF
Shares59
Event2026-03-31
Filed2026-05-12
VNQI
NewVANGUARD INTL EQUITY INDEX FGLB EX US ETF
Shares28
Event2026-03-31
Filed2026-05-12
GGT
0.00%GABELLI MULTIMEDIA TR INC
Shares299
Event2026-03-31
Filed2026-05-12
FNDE
NewSCHWAB FNDMNTL EM EQ ETF
Shares23
Event2026-03-31
Filed2026-05-12
HYLB
NewXTRACKERS HIGH YLD ETF
Shares13
Event2026-03-31
Filed2026-05-12
BB
0.00%BLACKBERRY LTD NPV
Shares83
Event2026-03-31
Filed2026-05-12
LPRO
0.00%OPEN LENDING CORP
Shares200
Event2026-03-31
Filed2026-05-12
VERSANT MEDIA GROUP INC CL A
NewVERSANT MEDIA GROUP INC CL A
Shares5
Event2026-03-31
Filed2026-05-12
AIM IMMUNOTECH INC
0.00%AIM IMMUNOTECH INC
Shares132
Event2026-03-31
Filed2026-05-12
CVM
0.00%CEL-SCI CORP
Shares16
Event2026-03-31
Filed2026-05-12
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