The Analysis of Curi Capital, LLC's Holdings

Currently, Curi Capital, LLC holds 698 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in GLD (+63.4K shares, valued at $22.5M), META (+22.9K shares, valued at $16.8M), NVDA (+83.6K shares, valued at $15.6M); decreased their positions in SPY (-41.4K shares, valued at $27.7M), CW (-22.7K shares, valued at $12.3M), IWB (-32.3K shares, valued at $11.8M); initiated new positions in SFNC (+388.5K shares, valued at $7.4M), COSO (+306.5K shares, valued at $6.7M), ENSG (+35.8K shares, valued at $6.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP523.7K shares5.07%2025-09-302025-11-13

AAPL APPLE INC629.9K shares5.83%2025-09-302025-11-13

NVDA NVIDIA CORPORATION732.4K shares12.88%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.412.6K shares-1.39%2025-09-302025-11-13

AMZN AMAZON COM INC559.7K shares-0.53%2025-09-302025-11-13

GOOGL ALPHABET INC403.3K shares-5.31%2025-09-302025-11-13

SCHX SCHWAB STRATEGIC TR3.6M shares-2.11%2025-09-302025-11-13

V VISA INC261.5K shares-2.09%2025-09-302025-11-13

Sponsored

IVV ISHARES TR128.5K shares-2.27%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR116.6K shares-26.23%2025-09-302025-11-13

GOOG ALPHABET INC315.1K shares-8.08%2025-09-302025-11-13

TYL TYLER TECHNOLOGIES INC120.4K shares4.42%2025-09-302025-11-13

WHR WHIRLPOOL CORP719.3K shares26.44%2025-09-302025-11-13

AME AMETEK INC294.8K shares2.88%2025-09-302025-11-13

SNPS SYNOPSYS INC107.5K shares12.89%2025-09-302025-11-13

TJX TJX COS INC NEW365.3K shares-11.29%2025-09-302025-11-13

Sponsored

BKNG BOOKING HOLDINGS INC9.5K shares-3.39%2025-09-302025-11-13

IEFA ISHARES TR576.2K shares32.88%2025-09-302025-11-13

IEI ISHARES TR410.0K shares-10.96%2025-09-302025-11-13

DHR DANAHER CORPORATION242.4K shares-8.65%2025-09-302025-11-13

META META PLATFORMS INC63.5K shares56.53%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL92.6K shares1.82%2025-09-302025-11-13

LLY ELI LILLY & CO59.2K shares0.07%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC220.5K shares-2.99%2025-09-302025-11-13

Sponsored

CRM SALESFORCE INC169.0K shares-1.17%2025-09-302025-11-13

GLD SPDR GOLD TR112.1K shares130.13%2025-09-302025-11-13

RTX RTX CORPORATION229.8K shares10.18%2025-09-302025-11-13

SHY ISHARES TR457.0K shares-7.42%2025-09-302025-11-13

AVGO BROADCOM INC114.6K shares31.28%2025-09-302025-11-13

FICO FAIR ISAAC CORP25.2K shares13.59%2025-09-302025-11-13

NDSN NORDSON CORP160.4K shares-0.95%2025-09-302025-11-13

MPWR MONOLITHIC PWR SYS INC38.8K shares-0.38%2025-09-302025-11-13

Sponsored

BLK BLACKROCK INC30.0K shares0.76%2025-09-302025-11-13

CW CURTISS WRIGHT CORP62.2K shares-26.77%2025-09-302025-11-13

MRK MERCK & CO INC390.4K shares-0.60%2025-09-302025-11-13

EFA ISHARES TR338.0K shares-1.02%2025-09-302025-11-13

ADI ANALOG DEVICES INC127.9K shares-5.65%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC193.4K shares10.03%2025-09-302025-11-13

SYK STRYKER CORPORATION81.8K shares2.74%2025-09-302025-11-13

CRWD CROWDSTRIKE HLDGS INC60.8K shares9.39%2025-09-302025-11-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS105.6K shares-0.90%2025-09-302025-11-13

SPGI S&P GLOBAL INC60.9K shares-15.38%2025-09-302025-11-13

EXP EAGLE MATLS INC121.4K shares-3.12%2025-09-302025-11-13

SCHF SCHWAB STRATEGIC TR1.2M shares-6.60%2025-09-302025-11-13

FRT FEDERAL RLTY INVT TR NEW273.3K shares-5.96%2025-09-302025-11-13

EOG EOG RES INC246.6K shares-1.51%2025-09-302025-11-13

WSO WATSCO INC68.4K shares-6.23%2025-09-302025-11-13

EMXC ISHARES INC404.4K shares-5.71%2025-09-302025-11-13

Sponsored

PGR PROGRESSIVE CORP105.2K shares-10.68%2025-09-302025-11-13

SCHM SCHWAB STRATEGIC TR871.0K shares-4.92%2025-09-302025-11-13

JMTG J P MORGAN EXCHANGE TRADED F491.0K shares-2.93%2025-09-302025-11-13

JNJ JOHNSON & JOHNSON134.1K shares2.24%2025-09-302025-11-13

CMCSA COMCAST CORP NEW779.4K shares-1.97%2025-09-302025-11-13

EGP EASTGROUP PPTYS INC139.7K shares-3.61%2025-09-302025-11-13

IJR ISHARES TR199.5K shares-5.99%2025-09-302025-11-13

IDXX IDEXX LABS INC36.3K shares14.62%2025-09-302025-11-13

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR37.8K shares-0.37%2025-09-302025-11-13

IUSG ISHARES TR135.8K shares137.99%2025-09-302025-11-13

AIT APPLIED INDL TECHNOLOGIES IN84.0K shares-3.61%2025-09-302025-11-13

KMI KINDER MORGAN INC DEL751.4K shares0.62%2025-09-302025-11-13

MA MASTERCARD INCORPORATED37.3K shares0.20%2025-09-302025-11-13

SYBT STOCK YDS BANCORP INC298.1K shares13.36%2025-09-302025-11-13

SCHD SCHWAB STRATEGIC TR761.1K shares-5.56%2025-09-302025-11-13

HUBB HUBBELL INC48.1K shares-4.01%2025-09-302025-11-13

Sponsored

MS MORGAN STANLEY129.8K shares-16.58%2025-09-302025-11-13

LUMN LUMEN TECHNOLOGIES INC3.4M shares4.23%2025-09-302025-11-13

IP INTERNATIONAL PAPER CO433.9K shares-2.26%2025-09-302025-11-13

RBC RBC BEARINGS INC51.5K shares-2.97%2025-09-302025-11-13

MTB M & T BK CORP101.3K shares2.17%2025-09-302025-11-13

KRE SPDR SERIES TRUST314.8K shares-2.07%2025-09-302025-11-13

WST WEST PHARMACEUTICAL SVSC INC74.5K shares-2.91%2025-09-302025-11-13

ABBV ABBVIE INC84.3K shares7.26%2025-09-302025-11-13

Sponsored

IFRA ISHARES TR368.5K shares2.92%2025-09-302025-11-13

RRC RANGE RES CORP516.3K shares-3.39%2025-09-302025-11-13

NET CLOUDFLARE INC90.1K shares-8.58%2025-09-302025-11-13

VGT VANGUARD WORLD FD25.8K shares0.02%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS88.7K shares1.62%2025-09-302025-11-13

AFG AMERICAN FINL GROUP INC OHIO131.1K shares-3.40%2025-09-302025-11-13

IUSV ISHARES TR185.1K shares110.60%2025-09-302025-11-13

IJH ISHARES TR275.1K shares-3.23%2025-09-302025-11-13

Sponsored

DGRW WISDOMTREE TR198.6K shares-2.42%2025-09-302025-11-13

CRS CARPENTER TECHNOLOGY CORP72.0K shares-30.43%2025-09-302025-11-13

KAI KADANT INC59.2K shares-3.91%2025-09-302025-11-13

VC VISTEON CORP143.9K shares-4.62%2025-09-302025-11-13

SBCF SEACOAST BKG CORP FLA562.9K shares-4.39%2025-09-302025-11-13

ABT ABBOTT LABS125.7K shares5.44%2025-09-302025-11-13

IWF ISHARES TR35.2K shares1.00%2025-09-302025-11-13

TGT TARGET CORP183.5K shares10.17%2025-09-302025-11-13

Sponsored

SCHW SCHWAB CHARLES CORP171.3K shares-0.62%2025-09-302025-11-13

RGEN REPLIGEN CORP122.3K shares8.81%2025-09-302025-11-13

WRB BERKLEY W R CORP212.3K shares0.09%2025-09-302025-11-13

IWP ISHARES TR113.1K shares2.61%2025-09-302025-11-13

EQIX EQUINIX INC20.4K shares-18.40%2025-09-302025-11-13

TCBK TRICO BANCSHARES359.5K shares-4.27%2025-09-302025-11-13

IEX IDEX CORP97.6K shares-5.02%2025-09-302025-11-13

BJ BJS WHSL CLUB HLDGS INC168.7K shares9.57%2025-09-302025-11-13

Sponsored

RPM RPM INTL INC132.7K shares6.01%2025-09-302025-11-13

HD HOME DEPOT INC38.3K shares-3.84%2025-09-302025-11-13

POOL POOL CORP49.6K shares-5.75%2025-09-302025-11-13

ATR APTARGROUP INC111.2K shares-4.00%2025-09-302025-11-13

WTFC WINTRUST FINL CORP110.4K shares12.74%2025-09-302025-11-13

NOC NORTHROP GRUMMAN CORP23.8K shares-0.45%2025-09-302025-11-13

EQBK EQUITY BANCSHARES INC353.2K shares0.00%2025-09-302025-11-13

CVX CHEVRON CORP NEW91.6K shares-9.74%2025-09-302025-11-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC28.9K shares4.92%2025-09-302025-11-13

IEMG ISHARES INC211.1K shares94.85%2025-09-302025-11-13

CPK CHESAPEAKE UTILS CORP102.7K shares-4.11%2025-09-302025-11-13

COO COOPER COS INC202.0K shares-25.09%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC311.6K shares-15.31%2025-09-302025-11-13

DDOG DATADOG INC95.6K shares-0.59%2025-09-302025-11-13

PCH POTLATCHDELTIC CORPORATION328.3K shares-3.51%2025-09-302025-11-13

BWXT BWX TECHNOLOGIES INC72.5K shares-2.94%2025-09-302025-11-13

Sponsored

MMSI MERIT MED SYS INC159.6K shares7.51%2025-09-302025-11-13

AMAT APPLIED MATLS INC63.8K shares-2.41%2025-09-302025-11-13

PSTG PURE STORAGE INC152.1K shares0.06%2025-09-302025-11-13

IWB ISHARES TR34.9K shares-48.08%2025-09-302025-11-13

SF STIFEL FINL CORP110.3K shares57.17%2025-09-302025-11-13

MCHB MECHANICS BANCORP936.9K shares368.46%2025-09-302025-11-13

ITW ILLINOIS TOOL WKS INC47.5K shares-11.70%2025-09-302025-11-13

MDB MONGODB INC38.6K shares-18.02%2025-09-302025-11-13

Sponsored

MMC MARSH & MCLENNAN COS INC59.1K shares-15.68%2025-09-302025-11-13

DON WISDOMTREE TR223.0K shares0.42%2025-09-302025-11-13

IHDG WISDOMTREE TR249.6K shares-2.11%2025-09-302025-11-13

VEU VANGUARD INTL EQUITY INDEX F160.3K shares-10.86%2025-09-302025-11-13

VRSK VERISK ANALYTICS INC45.5K shares-14.73%2025-09-302025-11-13

HBAN HUNTINGTON BANCSHARES INC645.4K shares-13.71%2025-09-302025-11-13

MNDY MONDAY COM LTD57.9K shares43.17%2025-09-302025-11-13

BLFS BIOLIFE SOLUTIONS INC432.1K shares-3.62%2025-09-302025-11-13

Sponsored

TXRH TEXAS ROADHOUSE INC66.1K shares18.35%2025-09-302025-11-13

SNOW SNOWFLAKE INC47.6K shares38.49%2025-09-302025-11-13

ZS ZSCALER INC35.7K shares-0.36%2025-09-302025-11-13

CB CHUBB LIMITED37.6K shares-10.23%2025-09-302025-11-13

FRST PRIMIS FINANCIAL CORP1.0M shares0.00%2025-09-302025-11-13

PEP PEPSICO INC75.0K shares-13.66%2025-09-302025-11-13

LOW LOWES COS INC41.3K shares-14.68%2025-09-302025-11-13

CASY CASEYS GEN STORES INC18.3K shares1.42%2025-09-302025-11-13

Sponsored

CME CME GROUP INC38.3K shares-16.34%2025-09-302025-11-13

FHN FIRST HORIZON CORPORATION452.0K shares-9.59%2025-09-302025-11-13

WFC WELLS FARGO CO NEW121.0K shares10.17%2025-09-302025-11-13

USFD US FOODS HLDG CORP131.6K shares-33.07%2025-09-302025-11-13

ABL ABACUS GLOBAL MGMT INC1.8M shares32.08%2025-09-302025-11-13

VTI VANGUARD INDEX FDS30.4K shares13.55%2025-09-302025-11-13

TOTL SSGA ACTIVE ETF TR245.1K shares-6.62%2025-09-302025-11-13

INTU INTUIT14.5K shares-11.80%2025-09-302025-11-13

Sponsored

GILD GILEAD SCIENCES INC88.2K shares-15.12%2025-09-302025-11-13

VBNK VERSABANK NEW800.0K shares0.00%2025-09-302025-11-13

VO VANGUARD INDEX FDS33.1K shares-8.14%2025-09-302025-11-13

RNST RENASANT CORP257.1K shares3513.70%2025-09-302025-11-13

AAON AAON INC100.2K shares7.17%2025-09-302025-11-13

VBTX VERITEX HLDGS INC275.2K shares-53.14%2025-09-302025-11-13

RGLD ROYAL GOLD INC45.5K shares-36.29%2025-09-302025-11-13

VUG VANGUARD INDEX FDS18.8K shares3.98%2025-09-302025-11-13

Sponsored

BP BP PLC260.6K shares-0.37%2025-09-302025-11-13

ORCL ORACLE CORP31.6K shares-8.15%2025-09-302025-11-13

CSCO CISCO SYS INC129.2K shares0.99%2025-09-302025-11-13

BMI BADGER METER INC48.8K shares12.78%2025-09-302025-11-13

IBP INSTALLED BLDG PRODS INC35.0K shares43.16%2025-09-302025-11-13

UNP UNION PAC CORP36.5K shares-13.38%2025-09-302025-11-13

CLOI VANECK ETF TRUST161.4K shares-2.66%2025-09-302025-11-13

DIS DISNEY WALT CO74.8K shares-14.65%2025-09-302025-11-13

Sponsored

RLY SSGA ACTIVE ETF TR272.1K shares-3.59%2025-09-302025-11-13

CYBR CYBERARK SOFTWARE LTD17.3K shares-4.09%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR292.8K shares-13.18%2025-09-302025-11-13

FBK FB FINL CORP145.0K shares45.00%2025-09-302025-11-13

DKS DICKS SPORTING GOODS INC35.7K shares-15.09%2025-09-302025-11-13

USCB USCB FINANCIAL HOLDINGS INC448.6K shares-21.38%2025-09-302025-11-13

TSLA TESLA INC17.5K shares14.84%2025-09-302025-11-13

AMGN AMGEN INC27.5K shares-8.94%2025-09-302025-11-13

Sponsored

IWM ISHARES TR31.8K shares-22.92%2025-09-302025-11-13

ACN ACCENTURE PLC IRELAND31.1K shares-16.96%2025-09-302025-11-13

BFAM BRIGHT HORIZONS FAM SOL IN D70.2K shares16.60%2025-09-302025-11-13

SFNC SIMMONS 1ST NATL CORP388.5K sharesnew addition2025-09-302025-11-13

QTWO Q2 HLDGS INC102.5K shares-2.69%2025-09-302025-11-13

SMMD ISHARES TR99.9K shares94.48%2025-09-302025-11-13

ASML ASML HOLDING N V7.5K shares-27.87%2025-09-302025-11-13

ATGE ADTALEM GLOBAL ED INC46.9K shares346.03%2025-09-302025-11-13

Sponsored

KO COCA COLA CO108.6K shares0.65%2025-09-302025-11-13

DES WISDOMTREE TR213.9K shares-1.36%2025-09-302025-11-13

MO ALTRIA GROUP INC106.5K shares1.78%2025-09-302025-11-13

FANG DIAMONDBACK ENERGY INC49.6K shares-20.25%2025-09-302025-11-13

DVN DEVON ENERGY CORP NEW200.9K shares-13.92%2025-09-302025-11-13

OBK ORIGIN BANCORP INC200.1K shares-4.76%2025-09-302025-11-13

ING ING GROEP N.V.261.5K shares-28.64%2025-09-302025-11-13

SHEL SHELL PLC94.7K shares-26.57%2025-09-302025-11-13

Sponsored

PCYO PURE CYCLE CORP605.0K shares-9.97%2025-09-302025-11-13

COSO COASTALSOUTH BANCSHARES INC306.5K sharesnew addition2025-09-302025-11-13

EEM ISHARES TR124.2K shares0.88%2025-09-302025-11-13

SCZ ISHARES TR84.7K shares91.99%2025-09-302025-11-13

IWR ISHARES TR66.7K shares2.00%2025-09-302025-11-13

DOW DOW INC279.8K shares-7.53%2025-09-302025-11-13

KVUE KENVUE INC393.9K shares-16.74%2025-09-302025-11-13

AMT AMERICAN TOWER CORP NEW32.2K shares-20.49%2025-09-302025-11-13

Sponsored

ENSG ENSIGN GROUP INC35.8K sharesnew addition2025-09-302025-11-13

AVBH AVIDBANK HLDGS INC241.8K sharesnew addition2025-09-302025-11-13

AZN ASTRAZENECA PLC79.9K shares-28.01%2025-09-302025-11-13

CWAN CLEARWATER ANALYTICS HLDGS I340.0K shares-4.28%2025-09-302025-11-13

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2025-09-302025-11-13

BFST BUSINESS FIRST BANCSHARES IN250.0K shares0.00%2025-09-302025-11-13

ITT ITT INC32.7K shares0.06%2025-09-302025-11-13

SKT TANGER INC171.8K sharesnew addition2025-09-302025-11-13

Sponsored

AMTB AMERANT BANCORP INC300.1K shares0.00%2025-09-302025-11-13

FI FISERV INC44.2K shares0.25%2025-09-302025-11-13

SPLV INVESCO EXCH TRADED FD TR II77.4K shares0.00%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS94.9K shares-11.20%2025-09-302025-11-13

SGOV ISHARES TR55.8K shares-11.32%2025-09-302025-11-13

SPYD SPDR SERIES TRUST127.8K shares0.00%2025-09-302025-11-13

NVS NOVARTIS AG42.8K shares-28.85%2025-09-302025-11-13

BCAL CALIFORNIA BANCORP325.0K shares-2.20%2025-09-302025-11-13

Sponsored

CAH CARDINAL HEALTH INC34.0K shares1.67%2025-09-302025-11-13

VGIT VANGUARD SCOTTSDALE FDS84.9K shares25.74%2025-09-302025-11-13

ADBE ADOBE INC14.2K shares-9.79%2025-09-302025-11-13

BANC BANC OF CALIFORNIA INC301.2K shares-24.76%2025-09-302025-11-13

BCS BARCLAYS PLC236.2K shares-1.06%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC11.5K shares0.40%2025-09-302025-11-13

BUD ANHEUSER BUSCH INBEV SA/NV80.8K shares-29.11%2025-09-302025-11-13

MINT PIMCO ETF TR45.7K shares13.16%2025-09-302025-11-13

Sponsored

CAT CATERPILLAR INC9.6K shares3.72%2025-09-302025-11-13

TEAM ATLASSIAN CORPORATION28.7K shares19.99%2025-09-302025-11-13

DXJ WISDOMTREE TR35.8K shares0.00%2025-09-302025-11-13

MTDR MATADOR RES CO101.8K shares-17.56%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC28.1K shares25.91%2025-09-302025-11-13

MYFW FIRST WESTN FINL INC197.1K shares0.00%2025-09-302025-11-13

IWV ISHARES TR11.7K shares-7.96%2025-09-302025-11-13

AVY AVERY DENNISON CORP27.3K shares-20.36%2025-09-302025-11-13

Sponsored

SCHZ SCHWAB STRATEGIC TR188.6K shares-0.39%2025-09-302025-11-13

VOO VANGUARD INDEX FDS7.1K shares11.84%2025-09-302025-11-13

LKQ LKQ CORP143.1K shares-12.66%2025-09-302025-11-13

HEI HEICO CORP NEW13.5K shares-0.64%2025-09-302025-11-13

MKL MARKEL GROUP INC2.3K shares-0.66%2025-09-302025-11-13

VTV VANGUARD INDEX FDS22.8K shares4.40%2025-09-302025-11-13

MOFG MIDWESTONE FINL GROUP INC NE150.8K shares-9.72%2025-09-302025-11-13

XOM EXXON MOBIL CORP37.4K shares6.44%2025-09-302025-11-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN14.2K shares-3.15%2025-09-302025-11-13

DCI DONALDSON INC50.4K shares13.79%2025-09-302025-11-13

HUBS HUBSPOT INC8.8K shares8.78%2025-09-302025-11-13

HON HONEYWELL INTL INC19.3K shares-10.08%2025-09-302025-11-13

CIVB CIVISTA BANCSHARES INC200.2K shares-2.26%2025-09-302025-11-13

RSP INVESCO EXCHANGE TRADED FD T21.2K shares3.13%2025-09-302025-11-13

MCD MCDONALDS CORP13.2K shares2.97%2025-09-302025-11-13

BAC BANK AMERICA CORP74.6K shares6.81%2025-09-302025-11-13

Sponsored

NTRS NORTHERN TR CORP28.3K shares1.03%2025-09-302025-11-13

BY BYLINE BANCORP INC138.0K shares0.00%2025-09-302025-11-13

APD AIR PRODS & CHEMS INC14.0K shares-2.24%2025-09-302025-11-13

BDX BECTON DICKINSON & CO20.3K shares-28.84%2025-09-302025-11-13

DFAC DIMENSIONAL ETF TRUST97.8K shares0.02%2025-09-302025-11-13

EMR EMERSON ELEC CO28.7K shares0.06%2025-09-302025-11-13

SSB SOUTHSTATE BK CORP37.7K sharesnew addition2025-09-302025-11-13

SCHG SCHWAB STRATEGIC TR114.4K shares-1.62%2025-09-302025-11-13

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MUFG MITSUBISHI UFJ FINL GROUP IN228.7K shares-45.02%2025-09-302025-11-13

CPRT COPART INC80.5K shares-8.28%2025-09-302025-11-13

PG PROCTER AND GAMBLE CO23.5K shares2.73%2025-09-302025-11-13

TXN TEXAS INSTRS INC19.4K shares-1.20%2025-09-302025-11-13

MKSI MKS INC.28.5K shares16.08%2025-09-302025-11-13

FLG FLAGSTAR FINANCIAL INC299.8K shares0.00%2025-09-302025-11-13

EPRT ESSENTIAL PPTYS RLTY TR INC116.2K sharesnew addition2025-09-302025-11-13

FAST FASTENAL CO70.2K shares0.67%2025-09-302025-11-13

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COST COSTCO WHSL CORP NEW3.7K shares3.35%2025-09-302025-11-13

GE GE AEROSPACE11.3K shares4.45%2025-09-302025-11-13

PTC PTC INC16.8K shares-32.16%2025-09-302025-11-13

ONB OLD NATL BANCORP IND152.4K shares0.97%2025-09-302025-11-13

CRSP CRISPR THERAPEUTICS AG51.5K shares0.13%2025-09-302025-11-13

ABCB AMERIS BANCORP44.8K shares-12.99%2025-09-302025-11-13

TREX TREX CO INC63.2K shares-0.33%2025-09-302025-11-13

VGSH VANGUARD SCOTTSDALE FDS55.3K shares51.67%2025-09-302025-11-13

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CCB COASTAL FINL CORP WA30.0K shares0.00%2025-09-302025-11-13

WBS WEBSTER FINL CORP54.1K shares-20.99%2025-09-302025-11-13

ETN EATON CORP PLC8.6K shares34.77%2025-09-302025-11-13

IWY ISHARES TR11.6K sharesnew addition2025-09-302025-11-13

DE DEERE & CO6.9K shares0.26%2025-09-302025-11-13

EPD ENTERPRISE PRODS PARTNERS L100.3K shares1.04%2025-09-302025-11-13

PCOR PROCORE TECHNOLOGIES INC42.3K shares-52.00%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F22.1K shares0.49%2025-09-302025-11-13

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WFC-PL WELLS FARGO CO NEW2.5K shares20.77%2025-09-302025-11-13

ITOT ISHARES TR20.8K shares13.59%2025-09-302025-11-13

STLD STEEL DYNAMICS INC21.6K shares-0.63%2025-09-302025-11-13

USB US BANCORP DEL61.2K shares16.34%2025-09-302025-11-13

DT DYNATRACE INC60.6K shares-0.01%2025-09-302025-11-13

OMCL OMNICELL COM95.5K shares-2.47%2025-09-302025-11-13

NEE NEXTERA ENERGY INC38.5K shares-1.41%2025-09-302025-11-13

HEDJ WISDOMTREE TR57.6K shares0.00%2025-09-302025-11-13

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IBIT ISHARES BITCOIN TRUST ETF44.6K shares43.91%2025-09-302025-11-13

APH AMPHENOL CORP NEW23.2K shares-6.01%2025-09-302025-11-13

FRME FIRST MERCHANTS CORP75.5K shares-24.85%2025-09-302025-11-13

NIC NICOLET BANKSHARES INC21.1K sharesnew addition2025-09-302025-11-13

TECH BIO-TECHNE CORP51.0K shares-6.15%2025-09-302025-11-13

NPB NORTHPOINTE BANCSHARES INC.165.6K shares-17.23%2025-09-302025-11-13

PNFP PINNACLE FINL PARTNERS INC29.8K shares-42.37%2025-09-302025-11-13

NVR NVR INC347 shares-0.57%2025-09-302025-11-13

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KLAC KLA CORP2.6K shares-5.38%2025-09-302025-11-13

TRMB TRIMBLE INC34.0K shares-0.56%2025-09-302025-11-13

BIL SPDR SERIES TRUST30.0K shares-9.57%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC7.9K shares-1.92%2025-09-302025-11-13

FISI FINANCIAL INSTNS INC100.0K shares0.00%2025-09-302025-11-13

FSUN FIRSTSUN CAP BANCORP70.1K shares-25.95%2025-09-302025-11-13

RY ROYAL BK CDA18.2K shares0.48%2025-09-302025-11-13

GBTC GRAYSCALE BITCOIN TRUST ETF29.7K shares0.00%2025-09-302025-11-13

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CP CANADIAN PACIFIC KANSAS CITY35.5K shares-1.79%2025-09-302025-11-13

WMT WALMART INC25.6K shares4.41%2025-09-302025-11-13

FROG JFROG LTD54.7K shares0.00%2025-09-302025-11-13

DFUV DIMENSIONAL ETF TRUST57.2K shares0.12%2025-09-302025-11-13

VXUS VANGUARD STAR FDS34.5K shares5.09%2025-09-302025-11-13

LMT LOCKHEED MARTIN CORP5.0K shares-14.24%2025-09-302025-11-13

SNV SYNOVUS FINL CORP50.1K sharesnew addition2025-09-302025-11-13

MMM 3M CO15.8K shares13.21%2025-09-302025-11-13

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PFS PROVIDENT FINL SVCS INC125.2K shares-49.95%2025-09-302025-11-13

FTEC FIDELITY COVINGTON TRUST10.8K shares-0.66%2025-09-302025-11-13

NFLX NETFLIX INC2.0K shares9.39%2025-09-302025-11-13

IVW ISHARES TR19.5K shares2.19%2025-09-302025-11-13

CSL CARLISLE COS INC7.1K shares-0.97%2025-09-302025-11-13

OKE ONEOK INC NEW32.1K shares-17.37%2025-09-302025-11-13

DUOL DUOLINGO INC7.2K shares39.29%2025-09-302025-11-13

ISRG INTUITIVE SURGICAL INC5.1K shares-0.29%2025-09-302025-11-13

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ODFL OLD DOMINION FREIGHT LINE IN16.3K shares-0.89%2025-09-302025-11-13

BWB BRIDGEWATER BANCSHARES INC127.5K shares0.00%2025-09-302025-11-13

FFWM FIRST FNDTN INC401.0K shares0.00%2025-09-302025-11-13

PFF ISHARES TR70.3K shares19.23%2025-09-302025-11-13

SHBI SHORE BANCSHARES INC133.1K shares-24.38%2025-09-302025-11-13

DVY ISHARES TR15.3K shares-1.13%2025-09-302025-11-13

FFIC FLUSHING FINL CORP157.1K shares0.00%2025-09-302025-11-13

AXP AMERICAN EXPRESS CO6.5K shares2.06%2025-09-302025-11-13

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NSC NORFOLK SOUTHN CORP7.0K shares-20.03%2025-09-302025-11-13

QQQ INVESCO QQQ TR3.5K shares1.48%2025-09-302025-11-13

BSVO EA SERIES TRUST92.2K shares0.00%2025-09-302025-11-13

RS RELIANCE INC7.4K shares-0.03%2025-09-302025-11-13

BN BROOKFIELD CORP30.2K shares0.13%2025-09-302025-11-13

QCOM QUALCOMM INC12.4K shares-3.15%2025-09-302025-11-13

BAC-PL BANK AMERICA CORP1.6K shares14.26%2025-09-302025-11-13

HACK AMPLIFY ETF TR23.1K shares-0.21%2025-09-302025-11-13

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AUB ATLANTIC UN BANKSHARES CORP56.6K shares121.58%2025-09-302025-11-13

DUK DUKE ENERGY CORP NEW15.9K shares-6.07%2025-09-302025-11-13

MPLX MPLX LP39.2K shares1.00%2025-09-302025-11-13

SCHB SCHWAB STRATEGIC TR75.8K shares-0.01%2025-09-302025-11-13

PRU PRUDENTIAL FINL INC18.6K shares3.35%2025-09-302025-11-13

GDX VANECK ETF TRUST25.2K shares0.68%2025-09-302025-11-13

HTB HOMETRUST BANCSHARES INC46.8K shares0.00%2025-09-302025-11-13

CADE CADENCE BANK50.2K shares-33.07%2025-09-302025-11-13

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PFE PFIZER INC73.3K shares-3.86%2025-09-302025-11-13

MPC MARATHON PETE CORP9.5K shares2.74%2025-09-302025-11-13

ARE ALEXANDRIA REAL ESTATE EQ IN21.7K shares-0.50%2025-09-302025-11-13

CARE CARTER BANKSHARES INC93.3K shares0.01%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC9.9K shares17.98%2025-09-302025-11-13

IWX ISHARES TR20.4K sharesnew addition2025-09-302025-11-13

LOB LIVE OAK BANCSHARES INC50.2K shares0.00%2025-09-302025-11-13

ALL ALLSTATE CORP8.2K shares1.36%2025-09-302025-11-13

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OSBC OLD SECOND BANCORP INC ILL100.5K shares0.00%2025-09-302025-11-13

SON SONOCO PRODS CO39.5K shares50.59%2025-09-302025-11-13

WEC WEC ENERGY GROUP INC14.8K shares1.24%2025-09-302025-11-13

WMB WILLIAMS COS INC26.4K shares7.46%2025-09-302025-11-13

NOBL PROSHARES TR16.2K shares-0.59%2025-09-302025-11-13

CATH GLOBAL X FDS20.5K shares-0.78%2025-09-302025-11-13

RJF RAYMOND JAMES FINL INC9.6K shares0.57%2025-09-302025-11-13

MCHP MICROCHIP TECHNOLOGY INC.25.8K shares1.73%2025-09-302025-11-13

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SLQD ISHARES TR32.5K shares0.88%2025-09-302025-11-13

J JACOBS SOLUTIONS INC10.8K shares-1.16%2025-09-302025-11-13

ICE INTERCONTINENTAL EXCHANGE IN9.5K shares-0.39%2025-09-302025-11-13

WSBC WESBANCO INC50.2K shares99.17%2025-09-302025-11-13

GFF GRIFFON CORP21.0K shares-65.52%2025-09-302025-11-13

VONE VANGUARD SCOTTSDALE FDS5.3K shares-39.95%2025-09-302025-11-13

DFIV DIMENSIONAL ETF TRUST34.4K shares0.11%2025-09-302025-11-13

VONG VANGUARD SCOTTSDALE FDS13.1K shares0.00%2025-09-302025-11-13

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NOW SERVICENOW INC1.7K shares11.34%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR28.8K shares-1.20%2025-09-302025-11-13

DFAS DIMENSIONAL ETF TRUST22.6K shares0.16%2025-09-302025-11-13

CEFA GLOBAL X FDS42.8K shares7.27%2025-09-302025-11-13

CINF CINCINNATI FINL CORP9.7K shares0.11%2025-09-302025-11-13

AJG GALLAGHER ARTHUR J & CO4.9K shares3.52%2025-09-302025-11-13

DFAT DIMENSIONAL ETF TRUST26.1K shares0.28%2025-09-302025-11-13

IVE ISHARES TR7.4K shares4.47%2025-09-302025-11-13

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VCYT VERACYTE INC43.9K shares0.01%2025-09-302025-11-13

EXAS EXACT SCIENCES CORP27.3K shares-0.49%2025-09-302025-11-13

COFS CHOICEONE FINL SVCS INC51.5K shares0.00%2025-09-302025-11-13

STM STMICROELECTRONICS N V52.5K shares-29.34%2025-09-302025-11-13

AVD AMERICAN VANGUARD CORP254.6K shares-12.09%2025-09-302025-11-13

ET ENERGY TRANSFER L P84.9K shares0.00%2025-09-302025-11-13

NKE NIKE INC20.6K shares-5.50%2025-09-302025-11-13

VKTX VIKING THERAPEUTICS INC54.8K shares0.06%2025-09-302025-11-13

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DECK DECKERS OUTDOOR CORP13.9K shares33.73%2025-09-302025-11-13

AGG ISHARES TR14.0K shares1.82%2025-09-302025-11-13

AIVL WISDOMTREE TR12.1K shares-35.24%2025-09-302025-11-13

XAR SPDR SERIES TRUST5.9K shares0.00%2025-09-302025-11-13

VMI VALMONT INDS INC3.6K shares0.00%2025-09-302025-11-13

RITM RITHM CAPITAL CORP120.4K shares0.08%2025-09-302025-11-13

FBTC FIDELITY WISE ORIGIN BITCOIN13.6K shares0.20%2025-09-302025-11-13

IYW ISHARES TR6.9K shares0.00%2025-09-302025-11-13

Sponsored

PODD INSULET CORP4.3K shares-0.16%2025-09-302025-11-13

GEV GE VERNOVA INC2.2K shares22.09%2025-09-302025-11-13

BX BLACKSTONE INC7.7K shares3.94%2025-09-302025-11-13

GS GOLDMAN SACHS GROUP INC1.6K shares1.55%2025-09-302025-11-13

ROK ROCKWELL AUTOMATION INC3.7K shares13.66%2025-09-302025-11-13

CWB SPDR SERIES TRUST14.3K shares0.00%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR4.6K shares-52.59%2025-09-302025-11-13

TEL TE CONNECTIVITY PLC5.7K shares-0.90%2025-09-302025-11-13

Sponsored

IR INGERSOLL RAND INC15.1K shares-0.03%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS15.6K shares0.49%2025-09-302025-11-13

EWJ ISHARES INC14.9K shares-49.00%2025-09-302025-11-13

IWS ISHARES TR8.6K sharesnew addition2025-09-302025-11-13

PNC PNC FINL SVCS GROUP INC5.9K shares-21.22%2025-09-302025-11-13

CBRE CBRE GROUP INC7.5K shares0.43%2025-09-302025-11-13

TRV TRAVELERS COMPANIES INC4.2K shares3.68%2025-09-302025-11-13

BUSE FIRST BUSEY CORP50.2K shares-77.71%2025-09-302025-11-13

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NDAQ NASDAQ INC13.0K shares-0.63%2025-09-302025-11-13

CRVL CORVEL CORP14.5K shares27.13%2025-09-302025-11-13

HIG HARTFORD INSURANCE GROUP INC8.4K shares1.13%2025-09-302025-11-13

T AT&T INC39.5K shares8.11%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS7.8K shares0.00%2025-09-302025-11-13

HDV ISHARES TR8.8K shares10.09%2025-09-302025-11-13

STE STERIS PLC4.3K shares-15.36%2025-09-302025-11-13

EW EDWARDS LIFESCIENCES CORP13.8K shares-26.54%2025-09-302025-11-13

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LIN LINDE PLC2.2K shares3.16%2025-09-302025-11-13

WPC WP CAREY INC15.3K shares24.80%2025-09-302025-11-13

SBUX STARBUCKS CORP12.3K shares2.01%2025-09-302025-11-13

AVUV AMERICAN CENTY ETF TR10.4K shares16.35%2025-09-302025-11-13

PAA PLAINS ALL AMERN PIPELINE L60.7K shares0.00%2025-09-302025-11-13

ORLY OREILLY AUTOMOTIVE INC9.6K shares1.04%2025-09-302025-11-13

DGRO ISHARES TR15.1K shares0.01%2025-09-302025-11-13

HEI.A HEICO CORP NEW4.0K shares-42.03%2025-09-302025-11-13

Sponsored

CMI CUMMINS INC2.4K shares0.42%2025-09-302025-11-13

ZTS ZOETIS INC6.9K shares-84.11%2025-09-302025-11-13

WES WESTERN MIDSTREAM PARTNERS L25.5K shares2.65%2025-09-302025-11-13

ECL ECOLAB INC3.6K shares19.87%2025-09-302025-11-13

ETV EATON VANCE TAX-MANAGED BUY-70.1K shares4.27%2025-09-302025-11-13

LRCX LAM RESEARCH CORP7.3K shares12.20%2025-09-302025-11-13

ATI ATI INC11.8K shares0.20%2025-09-302025-11-13

BMY BRISTOL-MYERS SQUIBB CO21.3K shares-0.88%2025-09-302025-11-13

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WM WASTE MGMT INC DEL4.3K shares7.81%2025-09-302025-11-13

STT STATE STR CORP8.0K shares0.47%2025-09-302025-11-13

TFIN TRIUMPH FINANCIAL INC18.4K shares-69.85%2025-09-302025-11-13

OCFC OCEANFIRST FINL CORP52.4K shares0.00%2025-09-302025-11-13

BA BOEING CO4.2K shares24.04%2025-09-302025-11-13

GPIX GOLDMAN SACHS ETF TR17.1K shares-2.93%2025-09-302025-11-13

JAAA JANUS DETROIT STR TR17.6K shares1.13%2025-09-302025-11-13

EFC ELLINGTON FINANCIAL INC68.5K shares0.12%2025-09-302025-11-13

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VONV VANGUARD SCOTTSDALE FDS9.9K shares0.00%2025-09-302025-11-13

KDP KEURIG DR PEPPER INC34.3K shares-87.92%2025-09-302025-11-13

IT GARTNER INC3.3K shares0.51%2025-09-302025-11-13

ALLE ALLEGION PLC4.9K shares-0.24%2025-09-302025-11-13

NTES NETEASE INC5.7K shares-0.54%2025-09-302025-11-13

SDY SPDR SERIES TRUST6.2K shares7.77%2025-09-302025-11-13

KBE SPDR SERIES TRUST14.6K shares-6.11%2025-09-302025-11-13

PSX PHILLIPS 666.3K shares0.34%2025-09-302025-11-13

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DFUS DIMENSIONAL ETF TRUST11.5K shares0.23%2025-09-302025-11-13

IWD ISHARES TR4.1K shares2.24%2025-09-302025-11-13

MUB ISHARES TR7.7K shares-1.03%2025-09-302025-11-13

VMC VULCAN MATLS CO2.7K shares4.92%2025-09-302025-11-13

MAR MARRIOTT INTL INC NEW3.1K shares-1.01%2025-09-302025-11-13

URI UNITED RENTALS INC833 shares3.87%2025-09-302025-11-13

AMP AMERIPRISE FINL INC1.6K shares-15.75%2025-09-302025-11-13

AVUS AMERICAN CENTY ETF TR7.3K shares0.94%2025-09-302025-11-13

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LEO BNY MELLON STRATEGIC MUNS IN125.0K shares0.00%2025-09-302025-11-13

MCO MOODYS CORP1.6K shares-0.18%2025-09-302025-11-13

SHW SHERWIN WILLIAMS CO2.3K shares-11.19%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares11.48%2025-09-302025-11-13

TRGP TARGA RES CORP4.5K shares3.54%2025-09-302025-11-13

LEN LENNAR CORP6.0K shares1.05%2025-09-302025-11-13

VLTO VERALTO CORP7.0K shares0.99%2025-09-302025-11-13

ANET ARISTA NETWORKS INC5.1K shares8.91%2025-09-302025-11-13

Sponsored

SAR SARATOGA INVT CORP30.0K shares0.00%2025-09-302025-11-13

TFC TRUIST FINL CORP16.0K shares46.96%2025-09-302025-11-13

ADSK AUTODESK INC2.3K shares-4.94%2025-09-302025-11-13

MDLZ MONDELEZ INTL INC11.4K shares2.95%2025-09-302025-11-13

NBTB NBT BANCORP INC17.1K shares0.00%2025-09-302025-11-13

BYM BLACKROCK MUN INCOME QUALITY64.9K sharesnew addition2025-09-302025-11-13

VB VANGUARD INDEX FDS2.8K shares37.82%2025-09-302025-11-13

VTWG VANGUARD SCOTTSDALE FDS2.9K shares0.00%2025-09-302025-11-13

Sponsored

HESM HESS MIDSTREAM LP19.7K shares0.00%2025-09-302025-11-13

TPL TEXAS PACIFIC LAND CORPORATI728 shares-4.96%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS8.6K shares-2.37%2025-09-302025-11-13

IAU ISHARES GOLD TR9.2K shares-2.32%2025-09-302025-11-13

CQP CHENIERE ENERGY PARTNERS LP12.5K shares13.00%2025-09-302025-11-13

COF CAPITAL ONE FINL CORP3.1K shares5.98%2025-09-302025-11-13

CDW CDW CORP4.1K shares-8.34%2025-09-302025-11-13

NEO NEOGENOMICS INC83.3K shares0.10%2025-09-302025-11-13

Sponsored

OEF ISHARES TR1.9K shares-3.93%2025-09-302025-11-13

HUM HUMANA INC2.5K shares4.55%2025-09-302025-11-13

MFA MFA FINL INC69.0K shares0.00%2025-09-302025-11-13

BMO BANK MONTREAL QUE4.8K shares2.46%2025-09-302025-11-13

ADAM ADAMAS TRUST INC.90.3K shares0.00%2025-09-302025-11-13

CARR CARRIER GLOBAL CORPORATION10.5K shares-11.49%2025-09-302025-11-13

CWST CASELLA WASTE SYS INC6.6K shares65.12%2025-09-302025-11-13

JPC NUVEEN PFD & INCOME OPPORTUN75.6K shares105.38%2025-09-302025-11-13

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CTSH COGNIZANT TECHNOLOGY SOLUTIO9.2K shares-0.84%2025-09-302025-11-13

VOE VANGUARD INDEX FDS3.5K shares4.52%2025-09-302025-11-13

CTAS CINTAS CORP3.0K shares-0.87%2025-09-302025-11-13

HRB BLOCK H & R INC11.9K shares1.27%2025-09-302025-11-13

CHY CALAMOS CONV & HIGH INCOME F53.8K shares0.00%2025-09-302025-11-13

ENB ENBRIDGE INC11.9K shares19.17%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F10.3K shares-17.83%2025-09-302025-11-13

RBA RB GLOBAL INC5.4K shares0.28%2025-09-302025-11-13

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DX DYNEX CAP INC47.3K shares0.00%2025-09-302025-11-13

QUAL ISHARES TR3.0K shares11.45%2025-09-302025-11-13

LNG CHENIERE ENERGY INC2.4K shares0.29%2025-09-302025-11-13

FITB FIFTH THIRD BANCORP12.8K shares0.94%2025-09-302025-11-13

FDX FEDEX CORP2.4K shares-31.56%2025-09-302025-11-13

VOT VANGUARD INDEX FDS1.9K shares7.09%2025-09-302025-11-13

GD GENERAL DYNAMICS CORP1.6K shares7.41%2025-09-302025-11-13

KMB KIMBERLY-CLARK CORP4.3K shares2.12%2025-09-302025-11-13

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DMB BNY MELLON MUN BD INFRASTRUC50.3K shares0.00%2025-09-302025-11-13

COP CONOCOPHILLIPS5.7K shares25.03%2025-09-302025-11-13

EFV ISHARES TR7.9K shares1.67%2025-09-302025-11-13

GRAL GRAIL INC9.0K sharesnew addition2025-09-302025-11-13

Call Option Holdings

SPY Call CallSPDR S&P 500 ETF TR1.2K sharesnew addition2025-09-302025-11-13

Put Option Holdings

AAPL Put PutAPPLE INC5.6K shares0.00%2025-09-302025-11-13

NTRS Put PutNORTHERN TR CORP10.0K sharesnew addition2025-09-302025-11-13

GOOG Put PutALPHABET INC2.5K sharesnew addition2025-09-302025-11-13

CRM Put PutSALESFORCE INC900 shares0.00%2025-09-302025-11-13