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The Analysis of COURIER CAPITAL LLC's Holdings & P&L

Currently, COURIER CAPITAL LLC holds 399 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in HDV (+384.1K shares, valued at $10.5M), DSCO (+322.8K shares, valued at $8.0M), CLOA (+151.8K shares, valued at $7.9M); decreased their positions in JSI (-134.8K shares, valued at $6.9M), IVW (-44.5K shares, valued at $6.1M), IWN (-24.1K shares, valued at $5.3M); initiated new positions in DSCO (+322.8K shares, valued at $8.0M), CLOA (+151.8K shares, valued at $7.9M), GNRC (+4.0K shares, valued at $1.2M).

1M P&L

+3.8M+0.22%

3M P&L

+59.9M+3.56%

HY P&L

+74.7M+4.47%

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/A1.2B

70.6%

2Consumer Electronics71.6M

4.1%

3Drug Manufacturers - General37.2M

2.1%

Top Industries by Stock Count

1N/A159 stocks

44.8%

2Banks - Regional12 stocks

3.4%

3Semiconductors10 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR918.6K shares-4.62%2026-06-302026-07-16

ISHARES TR ISHARES TR117.7K shares0.79%2026-06-302026-07-16

AAPL APPLE INC247.5K shares-1.78%2026-06-302026-07-16

IVE ISHARES TR295.7K shares0.15%2026-06-302026-07-16

SPYG SPDR SERIES TRUST549.2K shares0.50%2026-06-302026-07-16

IJH ISHARES TR689.2K shares8.23%2026-06-302026-07-16

SPYV SPDR SERIES TRUST849.8K shares8.33%2026-06-302026-07-16

IJJ ISHARES TR227.8K shares1.59%2026-06-302026-07-16

Sponsored

IJR ISHARES TR224.2K shares5.83%2026-06-302026-07-16

EFA ISHARES TR304.8K shares2.32%2026-06-302026-07-16

VTV VANGUARD INDEX FDS142.3K shares-1.38%2026-06-302026-07-16

IJK ISHARES TR260.3K shares1.53%2026-06-302026-07-16

IWN ISHARES TR130.3K shares-15.58%2026-06-302026-07-16

VMBS VANGUARD SCOTTSDALE FDS615.2K shares12.36%2026-06-302026-07-16

MSFT MICROSOFT CORP75.9K shares-1.88%2026-06-302026-07-16

VGK VANGUARD INTL EQUITY INDEX F294.1K shares2.84%2026-06-302026-07-16

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO74.9K shares-2.40%2026-06-302026-07-16

MBB ISHARES TR255.9K shares9.36%2026-06-302026-07-16

GOOG ALPHABET INC66.9K shares-7.24%2026-06-302026-07-16

EMXC ISHARES INC215.2K shares3.47%2026-06-302026-07-16

VNLA JANUS DETROIT STR TR449.4K shares0.69%2026-06-302026-07-16

IWO ISHARES TR49.7K shares1.29%2026-06-302026-07-16

RSP INVESCO EXCHANGE TRADED FD T86.8K shares-9.03%2026-06-302026-07-16

FEZ SPDR INDEX SHS FDS246.0K shares-3.42%2026-06-302026-07-16

Sponsored

JNJ JOHNSON & JOHNSON64.5K shares-0.82%2026-06-302026-07-16

FBND FIDELITY MERRIMACK STR TR344.5K shares7.08%2026-06-302026-07-16

IWM ISHARES TR51.2K shares-0.34%2026-06-302026-07-16

IDEV ISHARES TR171.0K shares4.64%2026-06-302026-07-16

VYMI VANGUARD WHITEHALL FDS152.2K shares15.85%2026-06-302026-07-16

ISHARES TR ISHARES TR153.8K shares-0.82%2026-06-302026-07-16

IEI ISHARES TR125.5K shares0.14%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC122.3K shares-0.80%2026-06-302026-07-16

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T18.3K shares14.04%2026-06-302026-07-16

EFG ISHARES TR106.3K shares8.81%2026-06-302026-07-16

HDV ISHARES TR477.3K shares412.00%2026-06-302026-07-16

AMZN AMAZON COM INC50.9K shares-1.28%2026-06-302026-07-16

IEF ISHARES TR122.5K shares121.06%2026-06-302026-07-16

JEPI J P MORGAN EXCHANGE TRADED F203.7K shares0.32%2026-06-302026-07-16

SGOV ISHARES TR111.8K shares-11.61%2026-06-302026-07-16

VISA INC VISA INC32.4K shares-2.27%2026-06-302026-07-16

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP80.3K shares-0.94%2026-06-302026-07-16

BAC BANK OF AMER CORP190.4K shares9.38%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION56.9K shares0.76%2026-06-302026-07-16

STIP ISHARES TR103.5K shares0.85%2026-06-302026-07-16

USMV ISHARES TR107.3K shares3.23%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS143.7K shares-0.45%2026-06-302026-07-16

VWO VANGUARD INTL EQUITY INDEX F164.5K shares2.19%2026-06-302026-07-16

GOOGL ALPHABET INC27.3K shares-4.02%2026-06-302026-07-16

Sponsored

VGLT VANGUARD SCOTTSDALE FDS176.4K shares14.13%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS34.2K shares-0.36%2026-06-302026-07-16

VBR VANGUARD INDEX FDS38.5K shares0.26%2026-06-302026-07-16

SPSB SPDR SERIES TRUST308.5K shares10.77%2026-06-302026-07-16

GLW CORNING INC35.1K shares24.86%2026-06-302026-07-16

EFV ISHARES TR117.2K shares7.59%2026-06-302026-07-16

ORACLE CORP ORACLE CORP59.7K shares-1.05%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS116.7K shares-0.65%2026-06-302026-07-16

Sponsored

CVX CHEVRON CORPORATION50.1K shares-0.43%2026-06-302026-07-16

LIN LINDE PLC15.9K shares0.92%2026-06-302026-07-16

ISCF ISHARES TR190.9K shares5.52%2026-06-302026-07-16

IEMG ISHARES INC99.3K shares-0.74%2026-06-302026-07-16

DSCO DOUBLELINE ETF TRUST322.8K sharesnew addition2026-06-302026-07-16

FLOT ISHARES TR156.6K shares6.40%2026-06-302026-07-16

CLOA BLACKROCK ETF TRUST II151.8K sharesnew addition2026-06-302026-07-16

C CITIGROUP INC56.0K shares3.13%2026-06-302026-07-16

Sponsored

MTB M & T BK CORP32.8K shares-0.93%2026-06-302026-07-16

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR164.3K shares3.36%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL14.9K shares23.05%2026-06-302026-07-16

SPIB SPDR SERIES TRUST218.7K shares8.27%2026-06-302026-07-16

VOO VANGUARD INDEX FDS10.6K shares-0.40%2026-06-302026-07-16

MRK MERCK & CO INC53.6K shares-1.81%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC11.9K shares-24.49%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.4K shares0.57%2026-06-302026-07-16

Sponsored

LMT LOCKHEED MARTIN CORP13.5K shares1.51%2026-06-302026-07-16

IXN ISHARES TR46.8K shares-0.76%2026-06-302026-07-16

WMT WALMART INC59.6K shares-2.00%2026-06-302026-07-16

VRIG INVESCO ACTIVELY MANAGED EXC268.6K shares-4.62%2026-06-302026-07-16

TDTF FLEXSHARES TR279.2K shares10.21%2026-06-302026-07-16

CAT CATERPILLAR INC6.2K shares-3.04%2026-06-302026-07-16

IYR ISHARES TR63.9K shares5.17%2026-06-302026-07-16

AXP AMERICAN EXPRESS CO19.1K shares3.46%2026-06-302026-07-16

Sponsored

PEP PEPSICO INC47.8K shares-1.47%2026-06-302026-07-16

INTC INTEL CORP45.4K shares-34.92%2026-06-302026-07-16

WORLD GOLD TR WORLD GOLD TR78.5K shares10.70%2026-06-302026-07-16

JCPB J P MORGAN EXCHANGE TRADED F131.7K shares18.55%2026-06-302026-07-16

SHYG ISHARES TR142.5K shares4.90%2026-06-302026-07-16

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares-20.00%2026-06-302026-07-16

IWF ISHARES TR47.9K shares521.35%2026-06-302026-07-16

QQQ INVESCO QQQ TR7.9K shares-8.68%2026-06-302026-07-16

Sponsored

PG PROCTER & GAMBLE CO39.8K shares-0.74%2026-06-302026-07-16

VB VANGUARD INDEX FDS18.6K shares2.75%2026-06-302026-07-16

XLV SELECT SECTOR SPDR TR35.5K shares5.25%2026-06-302026-07-16

LLY ELI LILLY & CO4.7K shares0.21%2026-06-302026-07-16

DFE WISDOMTREE TR76.4K shares1.98%2026-06-302026-07-16

BKGI BNY MELLON ETF TRUST119.7K shares7.31%2026-06-302026-07-16

NVDA NVIDIA CORPORATION26.4K shares-1.81%2026-06-302026-07-16

SPDR SERIES TRUST SPDR SERIES TRUST59.0K shares-3.88%2026-06-302026-07-16

Sponsored

TJX TJX COS INC NEW33.3K shares-2.29%2026-06-302026-07-16

LOW LOWES COS INC22.6K shares-1.85%2026-06-302026-07-16

GEV GE VERNOVA INC4.2K shares2.55%2026-06-302026-07-16

SRLN SSGA ACTIVE ETF TR121.0K shares24.23%2026-06-302026-07-16

IWP ISHARES TR33.0K shares0.09%2026-06-302026-07-16

FISI FINANCIAL INSTITUTIONS INC119.1K shares1.65%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR36.5K shares0.98%2026-06-302026-07-16

BROADCOM INC BROADCOM INC11.8K shares4.40%2026-06-302026-07-16

Sponsored

HD HOME DEPOT INC12.6K shares2.66%2026-06-302026-07-16

AMGN AMGEN INC12.3K shares-4.26%2026-06-302026-07-16

IJS ISHARES TR32.1K shares-0.17%2026-06-302026-07-16

FLRN SPDR SERIES TRUST141.3K shares-2.23%2026-06-302026-07-16

IWR ISHARES TR38.2K shares6.73%2026-06-302026-07-16

XLI SELECT SECTOR SPDR TR22.6K shares-1.42%2026-06-302026-07-16

DIS DISNEY WALT CO43.4K shares-2.46%2026-06-302026-07-16

IFGL ISHARES TR187.1K shares11.13%2026-06-302026-07-16

Sponsored

DELL DELL TECHNOLOGIES INC9.6K shares-17.26%2026-06-302026-07-16

IGV ISHARES TR44.5K shares6.35%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED7.8K shares0.10%2026-06-302026-07-16

ABBVIE INC ABBVIE INC15.9K shares0.17%2026-06-302026-07-16

TXN TEXAS INSTRS INC13.2K shares0.06%2026-06-302026-07-16

SCHW SCHWAB CHARLES CORP41.7K shares1.60%2026-06-302026-07-16

GS GOLDMAN SACHS GROUP INC3.7K shares2.83%2026-06-302026-07-16

IJT ISHARES TR20.5K shares0.42%2026-06-302026-07-16

Sponsored

XLK SELECT SECTOR SPDR TR18.7K shares-3.12%2026-06-302026-07-16

R RYDER SYS INC13.5K shares-3.12%2026-06-302026-07-16

WMB WILLIAMS COS INC47.1K shares-0.40%2026-06-302026-07-16

BA BOEING CO15.4K shares-0.34%2026-06-302026-07-16

IWD ISHARES TR13.4K shares-0.95%2026-06-302026-07-16

IAU ISHARES GOLD TR42.5K shares-0.43%2026-06-302026-07-16

VCSH VANGUARD SCOTTSDALE FDS40.2K shares2.12%2026-06-302026-07-16

SOUTHERN CO SOUTHERN CO32.9K shares-1.55%2026-06-302026-07-16

Sponsored

VLO VALERO ENERGY CORP11.9K shares0.49%2026-06-302026-07-16

AVDV AMERICAN CENTY ETF TR29.9K shares0.04%2026-06-302026-07-16

PAVE GLOBAL X FDS52.1K shares65.75%2026-06-302026-07-16

MEDTRONIC PLC MEDTRONIC PLC38.8K shares-12.03%2026-06-302026-07-16

TAYD TAYLOR DEVICES INC51.6K shares-2.96%2026-06-302026-07-16

GE GE AEROSPACE8.0K shares14.04%2026-06-302026-07-16

CRM SALESFORCE INC18.4K shares-0.78%2026-06-302026-07-16

GVI ISHARES TR27.0K shares-6.31%2026-06-302026-07-16

Sponsored

KMI KINDER MORGAN INC DEL89.6K shares-0.52%2026-06-302026-07-16

VNQ VANGUARD INDEX FDS29.7K shares2.40%2026-06-302026-07-16

MDY STATE STR SPDR S&P MIDCAP 404.0K shares0.35%2026-06-302026-07-16

ABT ABBOTT LABORATORIES30.8K shares-5.05%2026-06-302026-07-16

HGER HARBOR ETF TRUST94.8K shares32.82%2026-06-302026-07-16

FSLR FIRST SOLAR INC11.7K shares-0.18%2026-06-302026-07-16

MCD MCDONALDS CORP10.2K shares0.61%2026-06-302026-07-16

UL UNILEVER PLC45.3K shares-3.42%2026-06-302026-07-16

Sponsored

WFC WELLS FARGO & CO31.2K shares9.88%2026-06-302026-07-16

TMO THERMO FISHER SCIENTIFIC INC5.1K shares-0.14%2026-06-302026-07-16

PRU PRUDENTIAL FINL INC23.6K shares-3.83%2026-06-302026-07-16

APPLIED MATLS INC APPLIED MATLS INC3.5K shares3.71%2026-06-302026-07-16

XONE BONDBLOXX ETF TRUST50.8K shares7.03%2026-06-302026-07-16

VO VANGUARD INDEX FDS30.6K shares313.87%2026-06-302026-07-16

LNG CHENIERE ENERGY INC10.3K shares-0.07%2026-06-302026-07-16

PFF ISHARES TR77.9K shares-6.58%2026-06-302026-07-16

Sponsored

JSI JANUS DETROIT STR TR46.0K shares-74.58%2026-06-302026-07-16

GD GENERAL DYNAMICS CORP6.6K shares3.02%2026-06-302026-07-16

MS MORGAN STANLEY11.1K shares-1.92%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS6.2K shares-3.32%2026-06-302026-07-16

SPSM SPDR SERIES TRUST40.0K shares16.15%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC25.6K shares-0.04%2026-06-302026-07-16

PAYX PAYCHEX INC22.8K shares-2.07%2026-06-302026-07-16

MDYV SPDR SERIES TRUST23.4K shares1.15%2026-06-302026-07-16

Sponsored

ROK ROCKWELL AUTOMATION INC4.4K shares0.09%2026-06-302026-07-16

NOC NORTHROP GRUMMAN CORP4.2K shares2.74%2026-06-302026-07-16

MDLZ MONDELEZ INTL INC37.1K shares-2.58%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW16.9K shares-0.98%2026-06-302026-07-16

COF CAPITAL ONE FINL CORP10.5K shares0.62%2026-06-302026-07-16

MOG.A MOOG INC4.9K shares-0.26%2026-06-302026-07-16

GWW WW GRAINGER INC1.5K shares-0.98%2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC15.0K shares-1.53%2026-06-302026-07-16

Sponsored

BMY BRISTOL-MYERS SQUIBB CO35.5K shares-0.78%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC4.9K shares10.79%2026-06-302026-07-16

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.0K shares-0.05%2026-06-302026-07-16

DWM WISDOMTREE TR27.1K shares0.86%2026-06-302026-07-16

MLPX GLOBAL X FDS26.9K shares-0.91%2026-06-302026-07-16

3M CO 3M CO12.2K shares-3.35%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC1.7K shares-4.76%2026-06-302026-07-16

EMR EMERSON ELEC CO13.5K shares-0.68%2026-06-302026-07-16

Sponsored

IWS ISHARES TR11.5K shares0.16%2026-06-302026-07-16

CVS CVS HEALTH CORP18.0K shares0.81%2026-06-302026-07-16

RIO RIO TINTO PLC19.6K shares5.26%2026-06-302026-07-16

BK BANK OF NY MELLON CORP12.7K shares4.64%2026-06-302026-07-16

IRM IRON MTN INC DEL14.2K shares-21.18%2026-06-302026-07-16

DOMINION ENERGY INC DOMINION ENERGY INC26.0K shares-2.10%2026-06-302026-07-16

IEUS ISHARES TR25.5K shares-0.62%2026-06-302026-07-16

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.3K shares2.54%2026-06-302026-07-16

Sponsored

COP CONOCOPHILLIPS16.6K shares-2.79%2026-06-302026-07-16

SPDW SPDR INDEX SHS FDS33.5K shares-0.84%2026-06-302026-07-16

EQIX EQUINIX INC1.6K shares-11.10%2026-06-302026-07-16

ADP AUTOMATIC DATA PROCESSING IN7.2K shares-0.13%2026-06-302026-07-16

FAST FASTENAL CO33.0K shares-8.14%2026-06-302026-07-16

IGSB ISHARES TR30.1K shares-8.45%2026-06-302026-07-16

BSX BOSTON SCIENTIFIC CORP36.5K shares20.64%2026-06-302026-07-16

KLAC KLA CORP5.0K shares900.00%2026-06-302026-07-16

Sponsored

MPC MARATHON PETE CORP5.8K shares0.00%2026-06-302026-07-16

KMB KIMBERLY-CLARK CORP13.6K shares15.94%2026-06-302026-07-16

AMERIPRISE FINL INC AMERIPRISE FINL INC3.2K shares8.35%2026-06-302026-07-16

KO COCA COLA CO18.3K shares-4.48%2026-06-302026-07-16

CMCSA COMCAST CORP NEW59.5K shares-1.60%2026-06-302026-07-16

BNL BROADSTONE NET LEASE INC70.5K shares0.00%2026-06-302026-07-16

SYK STRYKER CORPORATION4.4K shares47.86%2026-06-302026-07-16

DLR DIGITAL RLTY TR INC7.6K shares-5.43%2026-06-302026-07-16

Sponsored

KR KROGER CO23.8K shares-0.11%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.2K shares0.54%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MANUFAC2.7K shares-0.07%2026-06-302026-07-16

FLCA FRANKLIN TEMPLETON ETF TR25.0K shares-0.34%2026-06-302026-07-16

ROST ROSS STORES INC6.0K shares0.00%2026-06-302026-07-16

OKTA OKTA INC9.3K shares1.39%2026-06-302026-07-16

IYW ISHARES TR5.0K shares0.00%2026-06-302026-07-16

XT ISHARES TR14.8K shares2.00%2026-06-302026-07-16

Sponsored

TGT TARGET CORP9.0K shares0.00%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC27.9K shares-10.99%2026-06-302026-07-16

GNRC GENERAC HLDGS INC4.0K sharesnew addition2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC2.0K shares0.45%2026-06-302026-07-16

TIP ISHARES TR10.3K shares-0.30%2026-06-302026-07-16

CWEN CLEARWAY ENERGY INC32.9K shares-0.45%2026-06-302026-07-16

QDEF FLEXSHARES TR12.7K shares-2.73%2026-06-302026-07-16

T AT&T INC50.8K shares-18.28%2026-06-302026-07-16

Sponsored

MO ALTRIA GROUP INC14.6K shares0.10%2026-06-302026-07-16

EXR EXTRA SPACE STORAGE INC7.1K shares-5.09%2026-06-302026-07-16

ASTRAZENECA PLC ASTRAZENECA PLC5.1K shares-1.92%2026-06-302026-07-16

UNP UNION PAC CORP3.5K shares-19.74%2026-06-302026-07-16

UPS UNITED PARCEL SVCS INC8.9K shares-69.63%2026-06-302026-07-16

FDX FEDEX CORP3.0K shares-6.22%2026-06-302026-07-16

PFE PFIZER INC39.0K shares-0.92%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC12.7K shares9.83%2026-06-302026-07-16

Sponsored

SPMD SPDR SERIES TRUST13.3K shares7.28%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC4.9K shares0.08%2026-06-302026-07-16

VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.05%2026-06-302026-07-16

ESGD ISHARES TR8.4K shares-2.28%2026-06-302026-07-16

REET ISHARES TR31.1K shares0.56%2026-06-302026-07-16

ZM ZOOM COMMUNICATIONS INC9.9K shares103.19%2026-06-302026-07-16

ATEC ALPHATEC HLDGS INC99.0K shares0.00%2026-06-302026-07-16

XLF SELECT SECTOR SPDR TR15.7K shares-0.90%2026-06-302026-07-16

Sponsored

DGX QUEST DIAGNOSTICS INC3.8K shares0.00%2026-06-302026-07-16

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW14.8K shares-1.00%2026-06-302026-07-16

HONEYWELL INTL INC HONEYWELL INTL INC3.5K sharesnew addition2026-06-302026-07-16

BDX BECTON DICKINSON & CO5.2K shares0.06%2026-06-302026-07-16

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.5K sharesnew addition2026-06-302026-07-16

CATH GLOBAL X FDS8.7K shares-2.51%2026-06-302026-07-16

ETN EATON CORP PLC1.8K shares-3.39%2026-06-302026-07-16

RF REGIONS FINANCIAL CORP NEW25.0K shares0.00%2026-06-302026-07-16

Sponsored

BIL SPDR SERIES TRUST8.1K sharesnew addition2026-06-302026-07-16

KBE SPDR SERIES TRUST10.7K shares-0.35%2026-06-302026-07-16

ERIE ERIE INDTY CO3.1K shares0.59%2026-06-302026-07-16

IWB ISHARES TR1.8K shares-0.56%2026-06-302026-07-16

AME AMETEK INC2.9K sharesnew addition2026-06-302026-07-16

OCUL OCULAR THERAPEUTIX INC72.1K shares0.00%2026-06-302026-07-16

WHR WHIRLPOOL CORP17.9K shares-5.42%2026-06-302026-07-16

CORTEVA INC CORTEVA INC8.3K shares-1.13%2026-06-302026-07-16

Sponsored

LFMD LIFEMD INC170.0K shares94.29%2026-06-302026-07-16

HSBC HSBC HLDGS PLC7.3K shares0.00%2026-06-302026-07-16

XLE SELECT SECTOR SPDR TR12.6K shares-7.59%2026-06-302026-07-16

BSV VANGUARD BD INDEX FDS8.5K shares-8.40%2026-06-302026-07-16

QCOM QUALCOMM INC3.5K shares3.03%2026-06-302026-07-16

DHR DANAHER CORP DEL3.3K shares-4.36%2026-06-302026-07-16

CL COLGATE PALMOLIVE CO6.9K shares8.79%2026-06-302026-07-16

BP BP PLC16.9K shares0.15%2026-06-302026-07-16

Sponsored

IGIB ISHARES TR11.4K shares-1.36%2026-06-302026-07-16

TTE TOTALENERGIES SE7.7K shares0.00%2026-06-302026-07-16

MOG.B MOOG INC1.4K shares0.00%2026-06-302026-07-16

GLD SPDR GOLD TR1.6K shares-1.66%2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC2.0K shares-5.95%2026-06-302026-07-16

PLBC PLUMAS BANCORP10.0K shares0.00%2026-06-302026-07-16

VRP INVESCO EXCH TRADED FD TR II23.7K shares-1.72%2026-06-302026-07-16

VICI VICI PPTYS INC21.7K shares0.93%2026-06-302026-07-16

Sponsored

ALL ALLSTATE CORP2.4K shares0.00%2026-06-302026-07-16

CEFA GLOBAL X FDS14.4K shares-4.01%2026-06-302026-07-16

VOE VANGUARD INDEX FDS2.9K shares-2.12%2026-06-302026-07-16

CSX CSX CORP11.9K shares-0.08%2026-06-302026-07-16

CARR CARRIER GLOBAL CORPORATION7.6K shares-0.49%2026-06-302026-07-16

VBK VANGUARD INDEX FDS1.5K shares-1.17%2026-06-302026-07-16

DEO DIAGEO PLC6.9K shares-9.59%2026-06-302026-07-16

PSX PHILLIPS 663.3K shares0.00%2026-06-302026-07-16

Sponsored

ISHARES TR ISHARES TR5.5K shares0.00%2026-06-302026-07-16

IGE ISHARES TR9.7K shares0.00%2026-06-302026-07-16

PAXS PIMCO ACCESS INCOME FUND37.2K shares0.00%2026-06-302026-07-16

NEAR ISHARES U S ETF TR10.5K shares28.81%2026-06-302026-07-16

ECL ECOLAB INC1.9K shares-10.66%2026-06-302026-07-16

AIQ GLOBAL X FDS8.0K shares-2.70%2026-06-302026-07-16

UBSI UNITED BANKSHARES INC WEST V11.4K shares0.00%2026-06-302026-07-16

WASTE MGMT INC DEL WASTE MGMT INC DEL2.3K shares14.09%2026-06-302026-07-16

Sponsored

BX BLACKSTONE INC4.4K shares0.96%2026-06-302026-07-16

ASML ASML HLDG NV257 shares-0.39%2026-06-302026-07-16

CAH CARDINAL HEALTH INC2.1K shares0.00%2026-06-302026-07-16

APH AMPHENOL CORP2.9K shares25.59%2026-06-302026-07-16

RWO SPDR INDEX SHS FDS10.1K shares0.00%2026-06-302026-07-16

SHEL SHELL PLC6.5K shares0.33%2026-06-302026-07-16

PANW PALO ALTO NETWORKS INC1.5K sharesnew addition2026-06-302026-07-16

AIG AMERICAN INTL GROUP INC6.7K shares0.00%2026-06-302026-07-16

Sponsored

APUE TRUST FOR PROFESSIONAL MANAG10.7K shares0.00%2026-06-302026-07-16

IBRX IMMUNITYBIO INC56.0K shares0.00%2026-06-302026-07-16

ADI ANALOG DEVICES INC1.2K shares-1.62%2026-06-302026-07-16

IBB ISHARES TR2.5K shares0.00%2026-06-302026-07-16

MCK MCKESSON CORP627 shares0.00%2026-06-302026-07-16

DLN WISDOMTREE TR4.9K shares0.49%2026-06-302026-07-16

USB US BANCORP7.8K shares13.86%2026-06-302026-07-16

CHUBB LIMITED CHUBB LIMITED1.4K shares0.00%2026-06-302026-07-16

Sponsored

EEM ISHARES TR6.8K shares0.22%2026-06-302026-07-16

VGT VANGUARD WORLD FD3.9K shares633.90%2026-06-302026-07-16

XLB SELECT SECTOR SPDR TR9.1K shares-5.69%2026-06-302026-07-16

PEG PUBLIC SVC ENTERPRISE GROUP5.7K shares0.76%2026-06-302026-07-16

TSLA TESLA INC1.1K shares7.68%2026-06-302026-07-16

SNY SANOFI SA10.8K shares-3.76%2026-06-302026-07-16

LSBK LAKE SHORE BANCORP INC25.7K shares0.04%2026-06-302026-07-16

SHLD GLOBAL X FDS7.6K shares1.96%2026-06-302026-07-16

Sponsored

BVFL BV FINL INC20.9K shares0.00%2026-06-302026-07-16

SHOP SHOPIFY INC3.9K shares0.00%2026-06-302026-07-16

SJNK SPDR SERIES TRUST17.3K shares-1.39%2026-06-302026-07-16

VT VANGUARD INTL EQUITY INDEX F2.8K shares0.47%2026-06-302026-07-16

CAI CARIS LIFE SCIENCES INC24.0K shares26.32%2026-06-302026-07-16

WWD WOODWARD INC1.0K shares-16.67%2026-06-302026-07-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.0K shares0.00%2026-06-302026-07-16

EFSC ENTERPRISE FINL SVCS CORP6.4K shares0.00%2026-06-302026-07-16

Sponsored

NYF ISHARES TR7.8K shares35.68%2026-06-302026-07-16

HPE HEWLETT PACKARD ENTERPRISE C9.2K shares2.22%2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR12.0K shares0.00%2026-06-302026-07-16

SLB SLB LIMITED8.7K shares0.02%2026-06-302026-07-16

ED CONSOLIDATED EDISON INC3.6K shares0.17%2026-06-302026-07-16

XBI SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-07-16

FHEQ FIDELITY GREENWOOD STREET TR11.8K shares0.00%2026-06-302026-07-16

NUE NUCOR CORP1.7K shares0.00%2026-06-302026-07-16

Sponsored

NETFLIX INC. NETFLIX INC.5.4K shares3.04%2026-06-302026-07-16

CHD CHURCH & DWIGHT CO INC3.9K shares0.00%2026-06-302026-07-16

ALPS ETF TR ALPS ETF TR7.3K shares1.03%2026-06-302026-07-16

PRFZ INVESCO EXCHANGE TRADED FD T6.8K shares0.00%2026-06-302026-07-16

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-0.08%2026-06-302026-07-16

NFG NATIONAL FUEL GAS CO4.7K shares-0.45%2026-06-302026-07-16

YUM YUM BRANDS INC2.2K shares0.00%2026-06-302026-07-16

HWM HOWMET AEROSPACE INC1.3K shares0.00%2026-06-302026-07-16

Sponsored

VBIL VANGUARD INSTL INDEX FD4.6K sharesnew addition2026-06-302026-07-16

EVR EVERCORE INC1.0K shares0.00%2026-06-302026-07-16

SPHQ INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-06-302026-07-16

PTL NORTHERN LTS FD TR IV1.2K shares0.00%2026-06-302026-07-16

WELL WELLTOWER INC1.5K shares-0.14%2026-06-302026-07-16

VGSH VANGUARD SCOTTSDALE FDS5.6K shares-21.44%2026-06-302026-07-16

IUSG ISHARES TR1.7K shares0.00%2026-06-302026-07-16

IYH ISHARES TR4.8K shares0.00%2026-06-302026-07-16

Sponsored

WY WEYERHAEUSER CO13.4K shares0.19%2026-06-302026-07-16

VUG VANGUARD INDEX FDS3.7K shares500.32%2026-06-302026-07-16

URI UNITED RENTALS INC282 shares0.00%2026-06-302026-07-16

VEU VANGUARD INTL EQUITY INDEX F3.8K shares26.57%2026-06-302026-07-16

HSY HERSHEY CO1.8K shares-0.60%2026-06-302026-07-16

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.1K shares18.26%2026-06-302026-07-16

HPQ HP INC13.7K sharesnew addition2026-06-302026-07-16

KEYS KEYSIGHT TECHNOLOGIES INC839 shares0.00%2026-06-302026-07-16

Sponsored

SLYV SPDR SERIES TRUST2.7K shares-4.15%2026-06-302026-07-16

DE DEERE & CO449 shares-46.67%2026-06-302026-07-16

ZBH ZIMMER BIOMET HOLDINGS INC3.3K shares-0.90%2026-06-302026-07-16

NSC NORFOLK SOUTHN CORP895 shares0.00%2026-06-302026-07-16

CR CRANE COMPANY1.2K sharesnew addition2026-06-302026-07-16

DEM WISDOMTREE TR5.1K shares-5.02%2026-06-302026-07-16

SFNC SIMMONS FIRST NATL CORP12.1K shares0.00%2026-06-302026-07-16

ESGE ISHARES INC5.0K shares-12.12%2026-06-302026-07-16

Sponsored

Q QNITY ELECTRONICS INC1.7K shares-11.22%2026-06-302026-07-16

VFH VANGUARD WORLD FD2.1K shares-1.06%2026-06-302026-07-16

SLYG SPDR SERIES TRUST2.3K shares-5.80%2026-06-302026-07-16

AMRZ AMRIZE LTD5.0K shares0.00%2026-06-302026-07-16

STE STERIS PLC1.3K shares0.00%2026-06-302026-07-16

AVY AVERY DENNISON CORP1.6K shares0.00%2026-06-302026-07-16

EBAY EBAY INC.2.4K shares-0.13%2026-06-302026-07-16

BKT BLACKROCK INCOME TR INC24.4K shares-1.12%2026-06-302026-07-16

Sponsored

KRE SPDR SERIES TRUST3.5K shares0.00%2026-06-302026-07-16

BLK BLACKROCK INC270 shares23.85%2026-06-302026-07-16

ARM ARM HOLDINGS PLC730 sharesnew addition2026-06-302026-07-16

NVS NOVARTIS AG1.6K shares0.00%2026-06-302026-07-16

WAT WATERS CORP687 shares-11.01%2026-06-302026-07-16

ADM ARCHER DANIELS MIDLAND CO3.3K shares0.00%2026-06-302026-07-16

VOT VANGUARD INDEX FDS793 shares-4.00%2026-06-302026-07-16

MBLY MOBILEYE GLOBAL INC25.0K sharesnew addition2026-06-302026-07-16

Sponsored

VIS VANGUARD WORLD FD665 shares-7.64%2026-06-302026-07-16

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.5K sharesnew addition2026-06-302026-07-16

KEY KEYCORP10.1K shares-1.78%2026-06-302026-07-16

CI THE CIGNA GROUP838 shares0.00%2026-06-302026-07-16

FTNY PUTNAM ETF TRUST28.9K shares138.39%2026-06-302026-07-16

WWJD NORTHERN LTS FD TR IV6.0K shares0.00%2026-06-302026-07-16

VG VENTURE GLOBAL INC20.5K shares0.00%2026-06-302026-07-16

GILD GILEAD SCIENCES INC1.8K shares0.23%2026-06-302026-07-16

Sponsored

EIX EDISON INTL3.0K shares0.00%2026-06-302026-07-16

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC1.7K sharesnew addition2026-06-302026-07-16

SNA SNAP ON INC535 sharesnew addition2026-06-302026-07-16

PDO PIMCO DYNAMIC INCOME OPRNTS16.3K shares0.00%2026-06-302026-07-16

XYL XYLEM INC1.8K shares-9.95%2026-06-302026-07-16

CLX CLOROX CO DEL2.2K sharesnew addition2026-06-302026-07-16

TT TRANE TECHNOLOGIES PLC426 sharesnew addition2026-06-302026-07-16

ITW ILLINOIS TOOL WKS INC769 shares-0.13%2026-06-302026-07-16

Sponsored

JPST J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2026-06-302026-07-16

ISMD NORTHERN LTS FD TR IV4.1K sharesnew addition2026-06-302026-07-16

APD AIR PRODUCTS AND CHEMICALS I702 shares-2.50%2026-06-302026-07-16

SPXC SPX TECHNOLOGIES INC837 sharesnew addition2026-06-302026-07-16

IXJ ISHARES TR2.0K sharesnew addition2026-06-302026-07-16

NWBI NORTHWEST BANCSHARES INC12.9K shares1.27%2026-06-302026-07-16

RIG TRANSOCEAN LTD38.6K shares0.00%2026-06-302026-07-16

KORE GROUP HLDGS INC KORE GROUP HLDGS INC20.4K shares0.00%2026-06-302026-07-16

Sponsored

MQY BLACKROCK MUNIYILD QULT FD I16.0K shares0.00%2026-06-302026-07-16

RAND RAND CAP CORP15.4K shares0.00%2026-06-302026-07-16

NVD GRANITESHARES ETF TR25.0K sharesnew addition2026-06-302026-07-16

MYN BLACKROCK MUNIYIELD N Y QUAL11.4K shares0.00%2026-06-302026-07-16

ALIT ALIGHT INC100.0K shares0.00%2026-06-302026-07-16

NSPR INSPIREMD INC30.0K shares0.00%2026-06-302026-07-16

IVVD INVIVYD INC10.0K shares0.00%2026-06-302026-07-16

IVW

ISHARES TR

-4.62%

Shares918.6K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.79%

Shares117.7K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

-1.78%

Shares247.5K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

0.15%

Shares295.7K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

0.50%

Shares549.2K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

8.23%

Shares689.2K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

8.33%

Shares849.8K

Event2026-06-30

Filed2026-07-16

IJJ

ISHARES TR

1.59%

Shares227.8K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

5.83%

Shares224.2K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

2.32%

Shares304.8K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

-1.38%

Shares142.3K

Event2026-06-30

Filed2026-07-16

IJK

ISHARES TR

1.53%

Shares260.3K

Event2026-06-30

Filed2026-07-16

IWN

ISHARES TR

-15.58%

Shares130.3K

Event2026-06-30

Filed2026-07-16

VMBS

VANGUARD SCOTTSDALE FDS

12.36%

Shares615.2K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-1.88%

Shares75.9K

Event2026-06-30

Filed2026-07-16

VGK

VANGUARD INTL EQUITY INDEX F

2.84%

Shares294.1K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-2.40%

Shares74.9K

Event2026-06-30

Filed2026-07-16

MBB

ISHARES TR

9.36%

Shares255.9K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

-7.24%

Shares66.9K

Event2026-06-30

Filed2026-07-16

EMXC

ISHARES INC

3.47%

Shares215.2K

Event2026-06-30

Filed2026-07-16

VNLA

JANUS DETROIT STR TR

0.69%

Shares449.4K

Event2026-06-30

Filed2026-07-16

IWO

ISHARES TR

1.29%

Shares49.7K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

-9.03%

Shares86.8K

Event2026-06-30

Filed2026-07-16

FEZ

SPDR INDEX SHS FDS

-3.42%

Shares246.0K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-0.82%

Shares64.5K

Event2026-06-30

Filed2026-07-16

FBND

FIDELITY MERRIMACK STR TR

7.08%

Shares344.5K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES TR

-0.34%

Shares51.2K

Event2026-06-30

Filed2026-07-16

IDEV

ISHARES TR

4.64%

Shares171.0K

Event2026-06-30

Filed2026-07-16

VYMI

VANGUARD WHITEHALL FDS

15.85%

Shares152.2K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-0.82%

Shares153.8K

Event2026-06-30

Filed2026-07-16

IEI

ISHARES TR

0.14%

Shares125.5K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

-0.80%

Shares122.3K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

14.04%

Shares18.3K

Event2026-06-30

Filed2026-07-16

EFG

ISHARES TR

8.81%

Shares106.3K

Event2026-06-30

Filed2026-07-16

HDV

ISHARES TR

412.00%

Shares477.3K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-1.28%

Shares50.9K

Event2026-06-30

Filed2026-07-16

IEF

ISHARES TR

121.06%

Shares122.5K

Event2026-06-30

Filed2026-07-16

JEPI

J P MORGAN EXCHANGE TRADED F

0.32%

Shares203.7K

Event2026-06-30

Filed2026-07-16

SGOV

ISHARES TR

-11.61%

Shares111.8K

Event2026-06-30

Filed2026-07-16

VISA INC

-2.27%

Shares32.4K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

-0.94%

Shares80.3K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

9.38%

Shares190.4K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

0.76%

Shares56.9K

Event2026-06-30

Filed2026-07-16

STIP

ISHARES TR

0.85%

Shares103.5K

Event2026-06-30

Filed2026-07-16

USMV

ISHARES TR

3.23%

Shares107.3K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-0.45%

Shares143.7K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

2.19%

Shares164.5K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-4.02%

Shares27.3K

Event2026-06-30

Filed2026-07-16

VGLT

VANGUARD SCOTTSDALE FDS

14.13%

Shares176.4K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-0.36%

Shares34.2K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

0.26%

Shares38.5K

Event2026-06-30

Filed2026-07-16

SPSB

SPDR SERIES TRUST

10.77%

Shares308.5K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

24.86%

Shares35.1K

Event2026-06-30

Filed2026-07-16

EFV

ISHARES TR

7.59%

Shares117.2K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

-1.05%

Shares59.7K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

-0.65%

Shares116.7K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-0.43%

Shares50.1K

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

0.92%

Shares15.9K

Event2026-06-30

Filed2026-07-16

ISCF

ISHARES TR

5.52%

Shares190.9K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-0.74%

Shares99.3K

Event2026-06-30

Filed2026-07-16

DSCO

DOUBLELINE ETF TRUST

New

Shares322.8K

Event2026-06-30

Filed2026-07-16

FLOT

ISHARES TR

6.40%

Shares156.6K

Event2026-06-30

Filed2026-07-16

CLOA

BLACKROCK ETF TRUST II

New

Shares151.8K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

3.13%

Shares56.0K

Event2026-06-30

Filed2026-07-16

MTB

M & T BK CORP

-0.93%

Shares32.8K

Event2026-06-30

Filed2026-07-16

SELECT SECTOR SPDR TR

3.36%

Shares164.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

23.05%

Shares14.9K

Event2026-06-30

Filed2026-07-16

SPIB

SPDR SERIES TRUST

8.27%

Shares218.7K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

-0.40%

Shares10.6K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-1.81%

Shares53.6K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

-24.49%

Shares11.9K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

0.57%

Shares7.4K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

1.51%

Shares13.5K

Event2026-06-30

Filed2026-07-16

IXN

ISHARES TR

-0.76%

Shares46.8K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-2.00%

Shares59.6K

Event2026-06-30

Filed2026-07-16

VRIG

INVESCO ACTIVELY MANAGED EXC

-4.62%

Shares268.6K

Event2026-06-30

Filed2026-07-16

TDTF

FLEXSHARES TR

10.21%

Shares279.2K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-3.04%

Shares6.2K

Event2026-06-30

Filed2026-07-16

IYR

ISHARES TR

5.17%

Shares63.9K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

3.46%

Shares19.1K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-1.47%

Shares47.8K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-34.92%

Shares45.4K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

10.70%

Shares78.5K

Event2026-06-30

Filed2026-07-16

JCPB

J P MORGAN EXCHANGE TRADED F

18.55%

Shares131.7K

Event2026-06-30

Filed2026-07-16

SHYG

ISHARES TR

4.90%

Shares142.5K

Event2026-06-30

Filed2026-07-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

-20.00%

Shares8

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

521.35%

Shares47.9K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-8.68%

Shares7.9K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-0.74%

Shares39.8K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

2.75%

Shares18.6K

Event2026-06-30

Filed2026-07-16

XLV

SELECT SECTOR SPDR TR

5.25%

Shares35.5K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

0.21%

Shares4.7K

Event2026-06-30

Filed2026-07-16

DFE

WISDOMTREE TR

1.98%

Shares76.4K

Event2026-06-30

Filed2026-07-16

BKGI

BNY MELLON ETF TRUST

7.31%

Shares119.7K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-1.81%

Shares26.4K

Event2026-06-30

Filed2026-07-16

SPDR SERIES TRUST

-3.88%

Shares59.0K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

-2.29%

Shares33.3K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-1.85%

Shares22.6K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

2.55%

Shares4.2K

Event2026-06-30

Filed2026-07-16

SRLN

SSGA ACTIVE ETF TR

24.23%

Shares121.0K

Event2026-06-30

Filed2026-07-16

IWP

ISHARES TR

0.09%

Shares33.0K

Event2026-06-30

Filed2026-07-16

FISI

FINANCIAL INSTITUTIONS INC

1.65%

Shares119.1K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

0.98%

Shares36.5K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

4.40%

Shares11.8K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

2.66%

Shares12.6K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-4.26%

Shares12.3K

Event2026-06-30

Filed2026-07-16

IJS

ISHARES TR

-0.17%

Shares32.1K

Event2026-06-30

Filed2026-07-16

FLRN

SPDR SERIES TRUST

-2.23%

Shares141.3K

Event2026-06-30

Filed2026-07-16

IWR

ISHARES TR

6.73%

Shares38.2K

Event2026-06-30

Filed2026-07-16

XLI

SELECT SECTOR SPDR TR

-1.42%

Shares22.6K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

-2.46%

Shares43.4K

Event2026-06-30

Filed2026-07-16

IFGL

ISHARES TR

11.13%

Shares187.1K

Event2026-06-30

Filed2026-07-16

DELL

DELL TECHNOLOGIES INC

-17.26%

Shares9.6K

Event2026-06-30

Filed2026-07-16

IGV

ISHARES TR

6.35%

Shares44.5K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

0.10%

Shares7.8K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

0.17%

Shares15.9K

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

0.06%

Shares13.2K

Event2026-06-30

Filed2026-07-16

SCHW

SCHWAB CHARLES CORP

1.60%

Shares41.7K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

2.83%

Shares3.7K

Event2026-06-30

Filed2026-07-16

IJT

ISHARES TR

0.42%

Shares20.5K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

-3.12%

Shares18.7K

Event2026-06-30

Filed2026-07-16

RYDER SYS INC

-3.12%

Shares13.5K

Event2026-06-30

Filed2026-07-16

WMB

WILLIAMS COS INC

-0.40%

Shares47.1K

Event2026-06-30

Filed2026-07-16

BOEING CO

-0.34%

Shares15.4K

Event2026-06-30

Filed2026-07-16

IWD

ISHARES TR

-0.95%

Shares13.4K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

-0.43%

Shares42.5K

Event2026-06-30

Filed2026-07-16

VCSH

VANGUARD SCOTTSDALE FDS

2.12%

Shares40.2K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

-1.55%

Shares32.9K

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY CORP

0.49%

Shares11.9K

Event2026-06-30

Filed2026-07-16

AVDV

AMERICAN CENTY ETF TR

0.04%

Shares29.9K

Event2026-06-30

Filed2026-07-16

PAVE

GLOBAL X FDS

65.75%

Shares52.1K

Event2026-06-30

Filed2026-07-16

MEDTRONIC PLC

-12.03%

Shares38.8K

Event2026-06-30

Filed2026-07-16

TAYD

TAYLOR DEVICES INC

-2.96%

Shares51.6K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

14.04%

Shares8.0K

Event2026-06-30

Filed2026-07-16

CRM

SALESFORCE INC

-0.78%

Shares18.4K

Event2026-06-30

Filed2026-07-16

GVI

ISHARES TR

-6.31%

Shares27.0K

Event2026-06-30

Filed2026-07-16

KMI

KINDER MORGAN INC DEL

-0.52%

Shares89.6K

Event2026-06-30

Filed2026-07-16

VNQ

VANGUARD INDEX FDS

2.40%

Shares29.7K

Event2026-06-30

Filed2026-07-16

MDY

STATE STR SPDR S&P MIDCAP 40

0.35%

Shares4.0K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-5.05%

Shares30.8K

Event2026-06-30

Filed2026-07-16

HGER

HARBOR ETF TRUST

32.82%

Shares94.8K

Event2026-06-30

Filed2026-07-16

FSLR

FIRST SOLAR INC

-0.18%

Shares11.7K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

0.61%

Shares10.2K

Event2026-06-30

Filed2026-07-16

UNILEVER PLC

-3.42%

Shares45.3K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

9.88%

Shares31.2K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

-0.14%

Shares5.1K

Event2026-06-30

Filed2026-07-16

PRU

PRUDENTIAL FINL INC

-3.83%

Shares23.6K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

3.71%

Shares3.5K

Event2026-06-30

Filed2026-07-16

XONE

BONDBLOXX ETF TRUST

7.03%

Shares50.8K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

313.87%

Shares30.6K

Event2026-06-30

Filed2026-07-16

LNG

CHENIERE ENERGY INC

-0.07%

Shares10.3K

Event2026-06-30

Filed2026-07-16

PFF

ISHARES TR

-6.58%

Shares77.9K

Event2026-06-30

Filed2026-07-16

JSI

JANUS DETROIT STR TR

-74.58%

Shares46.0K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

3.02%

Shares6.6K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

-1.92%

Shares11.1K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-3.32%

Shares6.2K

Event2026-06-30

Filed2026-07-16

SPSM

SPDR SERIES TRUST

16.15%

Shares40.0K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-0.04%

Shares25.6K

Event2026-06-30

Filed2026-07-16

PAYX

PAYCHEX INC

-2.07%

Shares22.8K

Event2026-06-30

Filed2026-07-16

MDYV

SPDR SERIES TRUST

1.15%

Shares23.4K

Event2026-06-30

Filed2026-07-16

ROK

ROCKWELL AUTOMATION INC

0.09%

Shares4.4K

Event2026-06-30

Filed2026-07-16

NOC

NORTHROP GRUMMAN CORP

2.74%

Shares4.2K

Event2026-06-30

Filed2026-07-16

MDLZ

MONDELEZ INTL INC

-2.58%

Shares37.1K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

-0.98%

Shares16.9K

Event2026-06-30

Filed2026-07-16

COF

CAPITAL ONE FINL CORP

0.62%

Shares10.5K

Event2026-06-30

Filed2026-07-16

MOG.A

MOOG INC

-0.26%

Shares4.9K

Event2026-06-30

Filed2026-07-16

GWW

WW GRAINGER INC

-0.98%

Shares1.5K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

-1.53%

Shares15.0K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

-0.78%

Shares35.5K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

10.79%

Shares4.9K

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

-0.05%

Shares6.0K

Event2026-06-30

Filed2026-07-16

DWM

WISDOMTREE TR

0.86%

Shares27.1K

Event2026-06-30

Filed2026-07-16

MLPX

GLOBAL X FDS

-0.91%

Shares26.9K

Event2026-06-30

Filed2026-07-16

3M CO

-3.35%

Shares12.2K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

-4.76%

Shares1.7K

Event2026-06-30

Filed2026-07-16

EMR

EMERSON ELEC CO

-0.68%

Shares13.5K

Event2026-06-30

Filed2026-07-16

IWS

ISHARES TR

0.16%

Shares11.5K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

0.81%

Shares18.0K

Event2026-06-30

Filed2026-07-16

RIO

RIO TINTO PLC

5.26%

Shares19.6K

Event2026-06-30

Filed2026-07-16

BANK OF NY MELLON CORP

4.64%

Shares12.7K

Event2026-06-30

Filed2026-07-16

IRM

IRON MTN INC DEL

-21.18%

Shares14.2K

Event2026-06-30

Filed2026-07-16

DOMINION ENERGY INC

-2.10%

Shares26.0K

Event2026-06-30

Filed2026-07-16

IEUS

ISHARES TR

-0.62%

Shares25.5K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HLDGS INC

2.54%

Shares2.3K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

-2.79%

Shares16.6K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR INDEX SHS FDS

-0.84%

Shares33.5K

Event2026-06-30

Filed2026-07-16

EQIX

EQUINIX INC

-11.10%

Shares1.6K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

-0.13%

Shares7.2K

Event2026-06-30

Filed2026-07-16

FAST

FASTENAL CO

-8.14%

Shares33.0K

Event2026-06-30

Filed2026-07-16

IGSB

ISHARES TR

-8.45%

Shares30.1K

Event2026-06-30

Filed2026-07-16

BSX

BOSTON SCIENTIFIC CORP

20.64%

Shares36.5K

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

900.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

MPC

MARATHON PETE CORP

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-16

KMB

KIMBERLY-CLARK CORP

15.94%

Shares13.6K

Event2026-06-30

Filed2026-07-16

AMERIPRISE FINL INC

8.35%

Shares3.2K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-4.48%

Shares18.3K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW

-1.60%

Shares59.5K

Event2026-06-30

Filed2026-07-16

BNL

BROADSTONE NET LEASE INC

0.00%

Shares70.5K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

47.86%

Shares4.4K

Event2026-06-30

Filed2026-07-16

DLR

DIGITAL RLTY TR INC

-5.43%

Shares7.6K

Event2026-06-30

Filed2026-07-16

KROGER CO

-0.11%

Shares23.8K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

0.54%

Shares11.2K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-16

FLCA

FRANKLIN TEMPLETON ETF TR

-0.34%

Shares25.0K

Event2026-06-30

Filed2026-07-16

ROST

ROSS STORES INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-16

OKTA

OKTA INC

1.39%

Shares9.3K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

ISHARES TR

2.00%

Shares14.8K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-10.99%

Shares27.9K

Event2026-06-30

Filed2026-07-16

GNRC

GENERAC HLDGS INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

0.45%

Shares2.0K

Event2026-06-30

Filed2026-07-16

TIP

ISHARES TR

-0.30%

Shares10.3K

Event2026-06-30

Filed2026-07-16

CWEN

CLEARWAY ENERGY INC

-0.45%

Shares32.9K

Event2026-06-30

Filed2026-07-16

QDEF

FLEXSHARES TR

-2.73%

Shares12.7K

Event2026-06-30

Filed2026-07-16

AT&T INC

-18.28%

Shares50.8K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

0.10%

Shares14.6K

Event2026-06-30

Filed2026-07-16

EXR

EXTRA SPACE STORAGE INC

-5.09%

Shares7.1K

Event2026-06-30

Filed2026-07-16

ASTRAZENECA PLC

-1.92%

Shares5.1K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

-19.74%

Shares3.5K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

-69.63%

Shares8.9K

Event2026-06-30

Filed2026-07-16

FDX

FEDEX CORP

-6.22%

Shares3.0K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

-0.92%

Shares39.0K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

9.83%

Shares12.7K

Event2026-06-30

Filed2026-07-16

SPMD

SPDR SERIES TRUST

7.28%

Shares13.3K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

0.08%

Shares4.9K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ESGD

ISHARES TR

-2.28%

Shares8.4K

Event2026-06-30

Filed2026-07-16

REET

ISHARES TR

0.56%

Shares31.1K

Event2026-06-30

Filed2026-07-16

ZOOM COMMUNICATIONS INC

103.19%

Shares9.9K

Event2026-06-30

Filed2026-07-16

ATEC

ALPHATEC HLDGS INC

0.00%

Shares99.0K

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR TR

-0.90%

Shares15.7K

Event2026-06-30

Filed2026-07-16

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

SUNCOR ENERGY INC NEW

-1.00%

Shares14.8K

Event2026-06-30

Filed2026-07-16

HONEYWELL INTL INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-16

BDX

BECTON DICKINSON & CO

0.06%

Shares5.2K

Event2026-06-30

Filed2026-07-16

HONEYWELL AEROSPACE INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-16

CATH

GLOBAL X FDS

-2.51%

Shares8.7K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

-3.39%

Shares1.8K

Event2026-06-30

Filed2026-07-16

REGIONS FINANCIAL CORP NEW

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-16

BIL

SPDR SERIES TRUST

New

Shares8.1K

Event2026-06-30

Filed2026-07-16

KBE

SPDR SERIES TRUST

-0.35%

Shares10.7K

Event2026-06-30

Filed2026-07-16

ERIE

ERIE INDTY CO

0.59%

Shares3.1K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

-0.56%

Shares1.8K

Event2026-06-30

Filed2026-07-16

AME

AMETEK INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-16

OCUL

OCULAR THERAPEUTIX INC

0.00%

Shares72.1K

Event2026-06-30

Filed2026-07-16

WHR

WHIRLPOOL CORP

-5.42%

Shares17.9K

Event2026-06-30

Filed2026-07-16

CORTEVA INC

-1.13%

Shares8.3K

Event2026-06-30

Filed2026-07-16

LFMD

LIFEMD INC

94.29%

Shares170.0K

Event2026-06-30

Filed2026-07-16

HSBC

HSBC HLDGS PLC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-16

XLE

SELECT SECTOR SPDR TR

-7.59%

Shares12.6K

Event2026-06-30

Filed2026-07-16

BSV

VANGUARD BD INDEX FDS

-8.40%

Shares8.5K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

3.03%

Shares3.5K

Event2026-06-30

Filed2026-07-16

DHR

DANAHER CORP DEL

-4.36%

Shares3.3K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

8.79%

Shares6.9K

Event2026-06-30

Filed2026-07-16

BP PLC

0.15%

Shares16.9K

Event2026-06-30

Filed2026-07-16

IGIB

ISHARES TR

-1.36%

Shares11.4K

Event2026-06-30

Filed2026-07-16

TTE

TOTALENERGIES SE

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-16

MOG.B

MOOG INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

-1.66%

Shares1.6K

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

-5.95%

Shares2.0K

Event2026-06-30

Filed2026-07-16

PLBC

PLUMAS BANCORP

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

VRP

INVESCO EXCH TRADED FD TR II

-1.72%

Shares23.7K

Event2026-06-30

Filed2026-07-16

VICI

VICI PPTYS INC

0.93%

Shares21.7K

Event2026-06-30

Filed2026-07-16

ALL

ALLSTATE CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

CEFA

GLOBAL X FDS

-4.01%

Shares14.4K

Event2026-06-30

Filed2026-07-16

VOE

VANGUARD INDEX FDS

-2.12%

Shares2.9K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORP

-0.08%

Shares11.9K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

-0.49%

Shares7.6K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD INDEX FDS

-1.17%

Shares1.5K

Event2026-06-30

Filed2026-07-16

DEO

DIAGEO PLC

-9.59%

Shares6.9K

Event2026-06-30

Filed2026-07-16

PSX

PHILLIPS 66

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-16

IGE

ISHARES TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-16

PAXS

PIMCO ACCESS INCOME FUND

0.00%

Shares37.2K

Event2026-06-30

Filed2026-07-16

NEAR

ISHARES U S ETF TR

28.81%

Shares10.5K

Event2026-06-30

Filed2026-07-16

ECL

ECOLAB INC

-10.66%

Shares1.9K

Event2026-06-30

Filed2026-07-16

AIQ

GLOBAL X FDS

-2.70%

Shares8.0K

Event2026-06-30

Filed2026-07-16

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-16

WASTE MGMT INC DEL

14.09%

Shares2.3K

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC

0.96%

Shares4.4K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV

-0.39%

Shares257

Event2026-06-30

Filed2026-07-16

CAH

CARDINAL HEALTH INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

25.59%

Shares2.9K

Event2026-06-30

Filed2026-07-16

RWO

SPDR INDEX SHS FDS

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-16

SHEL

SHELL PLC

0.33%

Shares6.5K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

AIG

AMERICAN INTL GROUP INC

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-16

APUE

TRUST FOR PROFESSIONAL MANAG

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-16

IBRX

IMMUNITYBIO INC

0.00%

Shares56.0K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

-1.62%

Shares1.2K

Event2026-06-30

Filed2026-07-16

IBB

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

MCK

MCKESSON CORP

0.00%

Shares627

Event2026-06-30

Filed2026-07-16

DLN

WISDOMTREE TR

0.49%

Shares4.9K

Event2026-06-30

Filed2026-07-16

USB

US BANCORP

13.86%

Shares7.8K

Event2026-06-30

Filed2026-07-16

CHUBB LIMITED

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

EEM

ISHARES TR

0.22%

Shares6.8K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

633.90%

Shares3.9K

Event2026-06-30

Filed2026-07-16

XLB

SELECT SECTOR SPDR TR

-5.69%

Shares9.1K

Event2026-06-30

Filed2026-07-16

PEG

PUBLIC SVC ENTERPRISE GROUP

0.76%

Shares5.7K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

7.68%

Shares1.1K

Event2026-06-30

Filed2026-07-16

SNY

SANOFI SA

-3.76%

Shares10.8K

Event2026-06-30

Filed2026-07-16

LSBK

LAKE SHORE BANCORP INC

0.04%

Shares25.7K

Event2026-06-30

Filed2026-07-16

SHLD

GLOBAL X FDS

1.96%

Shares7.6K

Event2026-06-30

Filed2026-07-16

BVFL

BV FINL INC

0.00%

Shares20.9K

Event2026-06-30

Filed2026-07-16

SHOP

SHOPIFY INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-16

SJNK

SPDR SERIES TRUST

-1.39%

Shares17.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INTL EQUITY INDEX F

0.47%

Shares2.8K

Event2026-06-30

Filed2026-07-16

CAI

CARIS LIFE SCIENCES INC

26.32%

Shares24.0K

Event2026-06-30

Filed2026-07-16

WWD

WOODWARD INC

-16.67%

Shares1.0K

Event2026-06-30

Filed2026-07-16

INVESCO EXCH TRADED FD TR II

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-16

EFSC

ENTERPRISE FINL SVCS CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

NYF

ISHARES TR

35.68%

Shares7.8K

Event2026-06-30

Filed2026-07-16

HPE

HEWLETT PACKARD ENTERPRISE C

2.22%

Shares9.2K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-16

SLB

SLB LIMITED

0.02%

Shares8.7K

Event2026-06-30

Filed2026-07-16

CONSOLIDATED EDISON INC

0.17%

Shares3.6K

Event2026-06-30

Filed2026-07-16

XBI

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-16

FHEQ

FIDELITY GREENWOOD STREET TR

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-16

NUE

NUCOR CORP

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

3.04%

Shares5.4K

Event2026-06-30

Filed2026-07-16

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-16

ALPS ETF TR

1.03%

Shares7.3K

Event2026-06-30

Filed2026-07-16

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-16

LHX

L3HARRIS TECHNOLOGIES INC

-0.08%

Shares1.3K

Event2026-06-30

Filed2026-07-16

NFG

NATIONAL FUEL GAS CO

-0.45%

Shares4.7K

Event2026-06-30

Filed2026-07-16

YUM

YUM BRANDS INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

VBIL

VANGUARD INSTL INDEX FD

New

Shares4.6K

Event2026-06-30

Filed2026-07-16

EVR

EVERCORE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

PTL

NORTHERN LTS FD TR IV

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

WELL

WELLTOWER INC

-0.14%

Shares1.5K

Event2026-06-30

Filed2026-07-16

VGSH

VANGUARD SCOTTSDALE FDS

-21.44%

Shares5.6K

Event2026-06-30

Filed2026-07-16

IUSG

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-16

IYH

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-16

WEYERHAEUSER CO

0.19%

Shares13.4K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

500.32%

Shares3.7K

Event2026-06-30

Filed2026-07-16

URI

UNITED RENTALS INC

0.00%

Shares282

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

26.57%

Shares3.8K

Event2026-06-30

Filed2026-07-16

HSY

HERSHEY CO

-0.60%

Shares1.8K

Event2026-06-30

Filed2026-07-16

JOHNSON CONTROLS INTERNATION

18.26%

Shares2.1K

Event2026-06-30

Filed2026-07-16

HPQ

HP INC

New

Shares13.7K

Event2026-06-30

Filed2026-07-16

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares839

Event2026-06-30

Filed2026-07-16

SLYV

SPDR SERIES TRUST

-4.15%

Shares2.7K

Event2026-06-30

Filed2026-07-16

DEERE & CO

-46.67%

Shares449

Event2026-06-30

Filed2026-07-16

ZBH

ZIMMER BIOMET HOLDINGS INC

-0.90%

Shares3.3K

Event2026-06-30

Filed2026-07-16

NSC

NORFOLK SOUTHN CORP

0.00%

Shares895

Event2026-06-30

Filed2026-07-16

CRANE COMPANY

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

DEM

WISDOMTREE TR

-5.02%

Shares5.1K

Event2026-06-30

Filed2026-07-16

SFNC

SIMMONS FIRST NATL CORP

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-16

ESGE

ISHARES INC

-12.12%

Shares5.0K

Event2026-06-30

Filed2026-07-16

QNITY ELECTRONICS INC

-11.22%

Shares1.7K

Event2026-06-30

Filed2026-07-16

VFH

VANGUARD WORLD FD

-1.06%

Shares2.1K

Event2026-06-30

Filed2026-07-16

SLYG

SPDR SERIES TRUST

-5.80%

Shares2.3K

Event2026-06-30

Filed2026-07-16

AMRZ

AMRIZE LTD

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-16

STE

STERIS PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

AVY

AVERY DENNISON CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

EBAY

EBAY INC.

-0.13%

Shares2.4K

Event2026-06-30

Filed2026-07-16

BKT

BLACKROCK INCOME TR INC

-1.12%

Shares24.4K

Event2026-06-30

Filed2026-07-16

KRE

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

23.85%

Shares270

Event2026-06-30

Filed2026-07-16

ARM

ARM HOLDINGS PLC

New

Shares730

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

WAT

WATERS CORP

-11.01%

Shares687

Event2026-06-30

Filed2026-07-16

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

VOT

VANGUARD INDEX FDS

-4.00%

Shares793

Event2026-06-30

Filed2026-07-16

MBLY

MOBILEYE GLOBAL INC

New

Shares25.0K

Event2026-06-30

Filed2026-07-16

VIS

VANGUARD WORLD FD

-7.64%

Shares665

Event2026-06-30

Filed2026-07-16

FEDEX FGHT HLDG CO INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

KEY

KEYCORP

-1.78%

Shares10.1K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

0.00%

Shares838

Event2026-06-30

Filed2026-07-16

FTNY

PUTNAM ETF TRUST

138.39%

Shares28.9K

Event2026-06-30

Filed2026-07-16

WWJD

NORTHERN LTS FD TR IV

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-16

VENTURE GLOBAL INC

0.00%

Shares20.5K

Event2026-06-30

Filed2026-07-16

GILD

GILEAD SCIENCES INC

0.23%

Shares1.8K

Event2026-06-30

Filed2026-07-16

EIX

EDISON INTL

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-16

AGILENT TECHNOLOGIES INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-16

SNA

SNAP ON INC

New

Shares535

Event2026-06-30

Filed2026-07-16

PDO

PIMCO DYNAMIC INCOME OPRNTS

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-16

XYL

XYLEM INC

-9.95%

Shares1.8K

Event2026-06-30

Filed2026-07-16

CLX

CLOROX CO DEL

New

Shares2.2K

Event2026-06-30

Filed2026-07-16

TRANE TECHNOLOGIES PLC

New

Shares426

Event2026-06-30

Filed2026-07-16

ITW

ILLINOIS TOOL WKS INC

-0.13%

Shares769

Event2026-06-30

Filed2026-07-16

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares4.1K

Event2026-06-30

Filed2026-07-16

ISMD

NORTHERN LTS FD TR IV

New

Shares4.1K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS AND CHEMICALS I

-2.50%

Shares702

Event2026-06-30

Filed2026-07-16

SPXC

SPX TECHNOLOGIES INC

New

Shares837

Event2026-06-30

Filed2026-07-16

IXJ

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-16

NWBI

NORTHWEST BANCSHARES INC

1.27%

Shares12.9K

Event2026-06-30

Filed2026-07-16

RIG

TRANSOCEAN LTD

0.00%

Shares38.6K

Event2026-06-30

Filed2026-07-16

KORE GROUP HLDGS INC

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-16

MQY

BLACKROCK MUNIYILD QULT FD I

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-16

RAND

RAND CAP CORP

0.00%

Shares15.4K

Event2026-06-30

Filed2026-07-16

NVD

GRANITESHARES ETF TR

New

Shares25.0K

Event2026-06-30

Filed2026-07-16

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-16

ALIT

ALIGHT INC

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-16

NSPR

INSPIREMD INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-16

IVVD

INVIVYD INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available