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The Analysis of Dynamic Advisor Solutions LLC's Holdings & P&L

Currently, Dynamic Advisor Solutions LLC holds 960 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in SCHM (+473.2K shares, valued at $14.7M), VXUS (+134.6K shares, valued at $10.4M), FTCB (+453.4K shares, valued at $9.5M); decreased their positions in JPME (-133.7K shares, valued at $15.3M), N/A (-9.3K shares, valued at $5.6M), LLY (-5.2K shares, valued at $4.8M); initiated new positions in CNQ (+61.4K shares, valued at $3.0M), SATS (+21.1K shares, valued at $2.5M), WMS (+13.3K shares, valued at $1.8M).

1M P&L

+77.6M+2.50%

3M P&L

+46.3M+1.48%

HY P&L

+205.2M+6.90%

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/A1.9B

64.4%

2Consumer Electronics98.9M

3.4%

3Semiconductors79.2M

2.7%

Top Industries by Stock Count

1N/A552 stocks

61.2%

2Software - Application16 stocks

1.8%

3Semiconductors12 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC389.8K shares1.31%2026-03-312026-04-08

SPYM SPDR SERIES TRUST852.5K shares2.52%2026-03-312026-04-08

NVDA NVIDIA CORPORATION318.7K shares4.07%2026-03-312026-04-08

MSFT MICROSOFT CORP131.4K shares-3.20%2026-03-312026-04-08

FBND FIDELITY MERRIMACK STR TR968.7K shares3.93%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST575.2K shares3.57%2026-03-312026-04-08

GSLC GOLDMAN SACHS ETF TR324.8K shares0.66%2026-03-312026-04-08

AMZN AMAZON COM INC178.0K shares2.51%2026-03-312026-04-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR61.7K shares-7.20%2026-03-312026-04-08

FNDF SCHWAB STRATEGIC TR725.1K shares1.63%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR1.1M shares71.05%2026-03-312026-04-08

ALPHABET INC ALPHABET INC119.3K shares-1.54%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR1.3M shares2.79%2026-03-312026-04-08

IVV ISHARES TR49.6K shares3.83%2026-03-312026-04-08

IEFA ISHARES TR355.7K shares3.23%2026-03-312026-04-08

TSLA TESLA INC85.5K shares2.84%2026-03-312026-04-08

Sponsored

DFCF DIMENSIONAL ETF TRUST739.0K shares0.41%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS52.1K shares-15.14%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS417.4K shares4.44%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F603.1K shares0.72%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST749.2K shares2.06%2026-03-312026-04-08

BROADCOM INC BROADCOM INC93.9K shares-3.16%2026-03-312026-04-08

SPIB SPDR SERIES TRUST864.0K shares6.18%2026-03-312026-04-08

GTO INVESCO ACTIVELY MANAGED EXC616.5K shares4.02%2026-03-312026-04-08

Sponsored

SCHA SCHWAB STRATEGIC TR877.6K shares1.39%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO81.0K shares2.14%2026-03-312026-04-08

META META PLATFORMS INC40.8K shares1.60%2026-03-312026-04-08

GLD SPDR GOLD TR52.4K shares1.48%2026-03-312026-04-08

JHMM JOHN HANCOCK EXCHANGE TRADED319.0K shares-0.13%2026-03-312026-04-08

CVX CHEVRON CORPORATION103.3K shares-2.63%2026-03-312026-04-08

FVAL FIDELITY COVINGTON TRUST295.3K shares1.74%2026-03-312026-04-08

SHY ISHARES TR244.2K shares-6.90%2026-03-312026-04-08

Sponsored

DFAI DIMENSIONAL ETF TRUST513.3K shares1.96%2026-03-312026-04-08

JQUA J P MORGAN EXCHANGE TRADED F324.0K shares3.37%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION19.7K shares-0.68%2026-03-312026-04-08

EMGF ISHARES INC322.2K shares3.32%2026-03-312026-04-08

UCON FIRST TR EXCHNG TRADED FD VI770.4K shares1.55%2026-03-312026-04-08

VTI VANGUARD INDEX FDS57.9K shares3.27%2026-03-312026-04-08

ALPHABET INC ALPHABET INC63.0K shares2.26%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS226.4K shares2.39%2026-03-312026-04-08

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL37.0K shares2.32%2026-03-312026-04-08

WMT WALMART INC139.5K shares0.43%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T26.2K shares0.29%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS265.5K shares-2.47%2026-03-312026-04-08

CAT CATERPILLAR INC23.6K shares11.13%2026-03-312026-04-08

XOM EXXON MOBIL CORP94.6K shares-1.06%2026-03-312026-04-08

FLHY FRANKLIN TEMPLETON ETF TR627.7K shares3.13%2026-03-312026-04-08

HD HOME DEPOT INC45.6K shares7.30%2026-03-312026-04-08

Sponsored

DGRO ISHARES TR213.2K shares4.78%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST433.0K shares2.30%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST205.7K shares1.28%2026-03-312026-04-08

DFUV DIMENSIONAL ETF TRUST292.7K shares2.51%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F253.5K shares3.81%2026-03-312026-04-08

VNLA JANUS DETROIT STR TR279.6K shares0.25%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F234.0K shares54.03%2026-03-312026-04-08

ABBV ABBVIE INC60.2K shares2.01%2026-03-312026-04-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC88.6K shares6.99%2026-03-312026-04-08

SPMO INVESCO EXCH TRADED FD TR II114.2K shares7.60%2026-03-312026-04-08

IJH ISHARES TR187.7K shares1.48%2026-03-312026-04-08

ASTS AST SPACEMOBILE INC151.8K shares1.29%2026-03-312026-04-08

VXUS VANGUARD STAR FDS158.2K shares569.93%2026-03-312026-04-08

QEFA SPDR INDEX SHS FDS128.5K shares5.12%2026-03-312026-04-08

SHW SHERWIN WILLIAMS CO37.4K shares-0.18%2026-03-312026-04-08

IWM ISHARES TR48.1K shares3.92%2026-03-312026-04-08

Sponsored

IHDG WISDOMTREE TR240.0K shares0.40%2026-03-312026-04-08

LLY ELI LILLY & CO12.5K shares-29.39%2026-03-312026-04-08

EMR EMERSON ELEC CO86.6K shares28.80%2026-03-312026-04-08

DFGP DIMENSIONAL ETF TRUST199.5K shares9.83%2026-03-312026-04-08

FTCB FIRST TR EXCHANGE-TRADED FD513.7K shares751.09%2026-03-312026-04-08

V VISA INC33.6K shares8.83%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR409.3K shares10.37%2026-03-312026-04-08

IUSV ISHARES TR97.7K shares1.86%2026-03-312026-04-08

Sponsored

ACWV ISHARES INC80.9K shares7.67%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON39.4K shares-4.19%2026-03-312026-04-08

GQRE FLEXSHARES TR157.2K shares-1.78%2026-03-312026-04-08

PEP PEPSICO INC59.7K shares1.23%2026-03-312026-04-08

SO SOUTHERN CO95.9K shares5.44%2026-03-312026-04-08

MINT PIMCO ETF TR90.3K shares0.05%2026-03-312026-04-08

DUHP DIMENSIONAL ETF TRUST241.8K shares2.39%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS106.2K shares7.37%2026-03-312026-04-08

Sponsored

MA MASTERCARD INCORPORATED17.2K shares2.54%2026-03-312026-04-08

MMIT NEW YORK LIFE INVTS ACTIVE E353.4K shares2.11%2026-03-312026-04-08

DON WISDOMTREE TR161.0K shares1.09%2026-03-312026-04-08

VB VANGUARD INDEX FDS31.8K shares0.21%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR271.0K shares-21.87%2026-03-312026-04-08

DFSD DIMENSIONAL ETF TRUST173.4K shares2.22%2026-03-312026-04-08

IGSB ISHARES TR153.1K shares1.39%2026-03-312026-04-08

IYW ISHARES TR43.5K shares1.32%2026-03-312026-04-08

Sponsored

NOC NORTHROP GRUMMAN CORP11.5K shares-0.83%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T40.9K shares2.80%2026-03-312026-04-08

GILD GILEAD SCIENCES INC55.4K shares2.97%2026-03-312026-04-08

DIHP DIMENSIONAL ETF TRUST237.1K shares3.38%2026-03-312026-04-08

CSCO CISCO SYS INC98.0K shares-2.79%2026-03-312026-04-08

DGCB DIMENSIONAL ETF TRUST137.8K shares8.60%2026-03-312026-04-08

DFAR DIMENSIONAL ETF TRUST314.6K shares3.83%2026-03-312026-04-08

GEV GE VERNOVA INC8.5K shares1.87%2026-03-312026-04-08

Sponsored

SPSB SPDR SERIES TRUST245.3K shares4.00%2026-03-312026-04-08

SOXX ISHARES TR22.0K shares-1.94%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW54.4K shares77.49%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS90.5K shares-4.29%2026-03-312026-04-08

AMGN AMGEN INC19.7K shares-2.52%2026-03-312026-04-08

VTV VANGUARD INDEX FDS35.4K shares15.34%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC20.1K shares2.51%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T147.5K shares-0.08%2026-03-312026-04-08

Sponsored

LDUR PIMCO ETF TR70.2K shares3.40%2026-03-312026-04-08

NFLX NETFLIX INC.69.8K shares13.26%2026-03-312026-04-08

VPLS VANGUARD MALVERN FDS86.1K shares5.14%2026-03-312026-04-08

VO VANGUARD INDEX FDS23.2K shares7.14%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR49.9K shares0.06%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS27.2K shares2.81%2026-03-312026-04-08

DLR DIGITAL RLTY TR INC36.2K shares1.23%2026-03-312026-04-08

DE DEERE & CO11.5K shares7.62%2026-03-312026-04-08

Sponsored

IQLT ISHARES TR136.8K shares-2.33%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR136.6K shares-4.86%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC6.5K shares3.86%2026-03-312026-04-08

TAXF AMERICAN CENTY ETF TR124.7K shares-1.89%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE21.9K shares8.49%2026-03-312026-04-08

LAMR LAMAR ADVERTISING CO48.5K shares3.13%2026-03-312026-04-08

JEPQ J P MORGAN EXCHANGE TRADED F108.3K shares-4.60%2026-03-312026-04-08

MS MORGAN STANLEY36.4K shares7.48%2026-03-312026-04-08

Sponsored

VYM VANGUARD WHITEHALL FDS40.4K shares0.81%2026-03-312026-04-08

PWB INVESCO EXCHANGE TRADED FD T46.7K shares-2.43%2026-03-312026-04-08

ONEV SPDR SERIES TRUST43.7K shares6.96%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS26.8K shares0.86%2026-03-312026-04-08

ICSH ISHARES TR113.6K shares1.38%2026-03-312026-04-08

HON HONEYWELL INTL INC25.4K shares4.35%2026-03-312026-04-08

KO COCA COLA CO74.9K shares0.79%2026-03-312026-04-08

RTX RTX CORPORATION29.4K shares-3.34%2026-03-312026-04-08

Sponsored

NETL ETF SER SOLUTIONS228.6K shares-4.45%2026-03-312026-04-08

FREL FIDELITY COVINGTON TRUST208.8K shares1.95%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP9.1K shares-0.07%2026-03-312026-04-08

INTU INTUIT12.6K shares23.14%2026-03-312026-04-08

ING ING GROEP N.V.208.7K shares2.82%2026-03-312026-04-08

HYLB DBX ETF TR149.7K shares4.54%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR220.5K shares-2.99%2026-03-312026-04-08

WCMI FIRST TR EXCHANGE-TRADED FD319.0K shares0.45%2026-03-312026-04-08

Sponsored

FNDC SCHWAB STRATEGIC TR113.8K shares-1.24%2026-03-312026-04-08

IEI ISHARES TR44.4K shares3.63%2026-03-312026-04-08

ARES ARES MANAGEMENT CORPORATION47.9K shares7.57%2026-03-312026-04-08

IWF ISHARES TR12.2K shares0.95%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO17.1K shares2.43%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS88.1K shares7.06%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC31.7K shares9.73%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF132.0K shares29.89%2026-03-312026-04-08

Sponsored

SCHG SCHWAB STRATEGIC TR174.0K shares0.61%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR82.2K shares5.09%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST147.9K shares1.30%2026-03-312026-04-08

BAC BANK AMERICA CORP101.7K shares3.48%2026-03-312026-04-08

DGRW WISDOMTREE TR56.2K shares4.96%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC41.0K shares-0.13%2026-03-312026-04-08

GOVT ISHARES TR215.4K shares6.23%2026-03-312026-04-08

VUG VANGUARD INDEX FDS11.2K shares-22.26%2026-03-312026-04-08

Sponsored

ISRG INTUITIVE SURGICAL INC10.6K shares44.36%2026-03-312026-04-08

BUFR FIRST TR EXCHNG TRADED FD VI144.1K shares-0.55%2026-03-312026-04-08

MCD MCDONALDS CORP15.6K shares4.30%2026-03-312026-04-08

SPGI S&P GLOBAL INC11.3K shares-29.44%2026-03-312026-04-08

SLV ISHARES SILVER TR70.3K shares0.10%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR43.8K shares0.12%2026-03-312026-04-08

SDOG ALPS ETF TR72.9K shares1.37%2026-03-312026-04-08

ORLY OREILLY AUTOMOTIVE INC51.0K shares-0.57%2026-03-312026-04-08

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD118.4K shares-3.36%2026-03-312026-04-08

DUSB DIMENSIONAL ETF TRUST91.3K shares6.63%2026-03-312026-04-08

XTRE BONDBLOXX ETF TRUST93.3K shares34.12%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC22.6K shares18.23%2026-03-312026-04-08

KLAC KLA CORP3.1K shares-16.96%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR27.7K shares1.44%2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F45.5K shares-2.58%2026-03-312026-04-08

PEG PUBLIC SVC ENTERPRISE GROUP54.3K shares4.16%2026-03-312026-04-08

Sponsored

XME SPDR SERIES TRUST40.6K shares-5.63%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II18.3K shares-4.68%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST74.5K shares10.36%2026-03-312026-04-08

DBEF DBX ETF TR87.7K shares-0.37%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC85.7K shares-6.29%2026-03-312026-04-08

CGUS CAPITAL GROUP CORE EQUITY ET111.3K shares1.58%2026-03-312026-04-08

PWR QUANTA SVCS INC7.7K shares22.02%2026-03-312026-04-08

WM WASTE MGMT INC DEL18.4K shares-0.63%2026-03-312026-04-08

Sponsored

PTY PIMCO CORPORATE & INCOME OPP349.8K shares25.51%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC5.0K shares3.77%2026-03-312026-04-08

AGG ISHARES TR42.3K shares10.70%2026-03-312026-04-08

UPS UNITED PARCEL SVCS INC42.5K shares88.66%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC33.9K shares68.91%2026-03-312026-04-08

MO ALTRIA GROUP INC63.0K shares19.39%2026-03-312026-04-08

BHK BLACKROCK CORE BD TR433.6K shares13.41%2026-03-312026-04-08

DHI D R HORTON INC28.9K shares0.14%2026-03-312026-04-08

Sponsored

UNP UNION PAC CORP16.2K shares-4.93%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC10.9K shares1.09%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR26.4K shares2.17%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR47.7K shares8.93%2026-03-312026-04-08

AHR AMERICAN HEALTHCARE REIT INC81.3K shares63.80%2026-03-312026-04-08

OMFL INVESCO EXCH TRD SLF IDX FD62.5K shares0.09%2026-03-312026-04-08

BK BANK NEW YORK MELLON CORP31.3K shares29.55%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE86.7K shares-2.35%2026-03-312026-04-08

Sponsored

UNH UNITEDHEALTH GROUP INC13.6K shares1.80%2026-03-312026-04-08

EFA ISHARES TR37.5K shares4.64%2026-03-312026-04-08

DRI DARDEN RESTAURANTS INC18.6K shares4.64%2026-03-312026-04-08

SUB ISHARES TR34.1K shares5.57%2026-03-312026-04-08

CGCB CAPITAL GRP FIXED INCM ETF T137.9K shares1.98%2026-03-312026-04-08

CRM SALESFORCE INC19.4K shares11.75%2026-03-312026-04-08

T AT&T INC124.7K shares5.54%2026-03-312026-04-08

XSVN BONDBLOXX ETF TRUST75.5K shares18.53%2026-03-312026-04-08

Sponsored

EPI WISDOMTREE TR87.7K shares5.95%2026-03-312026-04-08

CTA SIMPLIFY EXCHANGE TRADED FUN118.0K shares6.65%2026-03-312026-04-08

PG PROCTER & GAMBLE CO24.6K shares5.39%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC17.0K shares264.68%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC21.3K shares8.77%2026-03-312026-04-08

TJX TJX COS INC NEW21.6K shares40.00%2026-03-312026-04-08

ADBE ADOBE INC14.1K shares22.47%2026-03-312026-04-08

CSB VICTORY PORTFOLIOS II55.0K shares-3.93%2026-03-312026-04-08

Sponsored

VTIP VANGUARD MALVERN FDS67.5K shares3.52%2026-03-312026-04-08

DIS DISNEY WALT CO34.7K shares-0.18%2026-03-312026-04-08

AVLV AMERICAN CENTY ETF TR41.4K shares2.68%2026-03-312026-04-08

UNILEVER PLC UNILEVER PLC57.5K shares-0.03%2026-03-312026-04-08

NEE NEXTERA ENERGY INC35.1K shares3.06%2026-03-312026-04-08

CFG CITIZENS FINL GROUP INC54.1K shares31.03%2026-03-312026-04-08

IAGG ISHARES TR64.5K shares8.25%2026-03-312026-04-08

HYDB ISHARES TR69.2K shares10.88%2026-03-312026-04-08

Sponsored

AOA ISHARES TR36.3K shares56.16%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR28.9K shares2.01%2026-03-312026-04-08

VWOB VANGUARD WHITEHALL FDS47.9K shares8.61%2026-03-312026-04-08

FLSP FRANKLIN TEMPLETON ETF TR115.6K shares10.39%2026-03-312026-04-08

BIV VANGUARD BD INDEX FDS40.7K shares-0.09%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS52.6K shares0.08%2026-03-312026-04-08

VST VISTRA CORP20.7K shares6.49%2026-03-312026-04-08

SPHQ INVESCO EXCHANGE TRADED FD T41.2K shares17.65%2026-03-312026-04-08

Sponsored

SCHR SCHWAB STRATEGIC TR121.1K shares4.72%2026-03-312026-04-08

AMT AMERICAN TOWER CORP17.5K shares-0.44%2026-03-312026-04-08

ASML ASML HLDG NV2.3K shares45.61%2026-03-312026-04-08

AOR ISHARES TR46.6K shares177.55%2026-03-312026-04-08

CNQ CANADIAN NAT RES LTD MED TER61.4K sharesnew addition2026-03-312026-04-08

EAGG ISHARES TR62.6K shares4.39%2026-03-312026-04-08

CGMS CAPITAL GRP FIXED INCM ETF T108.5K shares61.46%2026-03-312026-04-08

WAT WATERS CORP9.9K shares4.87%2026-03-312026-04-08

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HEQT SIMPLIFY EXCHANGE TRADED FUN92.5K shares-4.32%2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP13.5K shares-18.63%2026-03-312026-04-08

DIVO AMPLIFY ETF TR64.2K shares-2.70%2026-03-312026-04-08

MUB ISHARES TR27.1K shares7.67%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS32.3K shares2.83%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR57.6K shares5.02%2026-03-312026-04-08

AMAT APPLIED MATLS INC8.3K shares6.78%2026-03-312026-04-08

ITOT ISHARES TR19.7K shares52.89%2026-03-312026-04-08

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FNF FIDELITY NATL FINL INC60.2K shares3.16%2026-03-312026-04-08

SPTS SPDR SERIES TRUST95.4K shares4.41%2026-03-312026-04-08

IEMG ISHARES INC39.8K shares2.03%2026-03-312026-04-08

EQH EQUITABLE HLDGS INC74.5K shares12.24%2026-03-312026-04-08

FTLS FIRST TR EXCH TRADED FD III39.0K shares8.77%2026-03-312026-04-08

SPMB SPDR SERIES TRUST122.5K shares1.15%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F53.7K shares3.96%2026-03-312026-04-08

IJR ISHARES TR21.7K shares-20.55%2026-03-312026-04-08

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XT ISHARES TR39.4K shares-4.63%2026-03-312026-04-08

SHYD VANECK ETF TRUST117.7K shares2.23%2026-03-312026-04-08

PFF ISHARES TR86.4K shares15.82%2026-03-312026-04-08

ORCL ORACLE CORP17.6K shares15.01%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC5.3K shares7.14%2026-03-312026-04-08

CVS CVS HEALTH CORP36.0K shares-0.44%2026-03-312026-04-08

NVS NOVARTIS AG16.6K shares0.36%2026-03-312026-04-08

BOXX EA SERIES TRUST21.7K shares-5.67%2026-03-312026-04-08

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SUSB ISHARES TR100.6K shares2.36%2026-03-312026-04-08

SYK STRYKER CORPORATION7.6K shares7.29%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS49.6K shares1.36%2026-03-312026-04-08

SATS ECHOSTAR CORP21.1K sharesnew addition2026-03-312026-04-08

MPC MARATHON PETE CORP10.0K shares2.49%2026-03-312026-04-08

IWD ISHARES TR11.5K shares-2.82%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR80.3K shares-23.47%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L64.7K shares8.77%2026-03-312026-04-08

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ENB ENBRIDGE INC44.9K shares-5.57%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR27.4K shares58.67%2026-03-312026-04-08

ABT ABBOTT LABORATORIES23.4K shares-21.57%2026-03-312026-04-08

TEQI T ROWE PRICE ETF INC53.3K shares-11.77%2026-03-312026-04-08

TXN TEXAS INSTRS INC12.3K shares0.51%2026-03-312026-04-08

CTRA COTERRA ENERGY INC67.3K shares21.14%2026-03-312026-04-08

IGIB ISHARES TR44.4K shares6.22%2026-03-312026-04-08

IMCV ISHARES TR27.6K shares1.94%2026-03-312026-04-08

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WFC WELLS FARGO & CO29.2K shares0.20%2026-03-312026-04-08

GBCI GLACIER BANCORP INC NEW52.1K shares-0.30%2026-03-312026-04-08

PSA PUBLIC STORAGE OPER CO8.5K shares7.55%2026-03-312026-04-08

REGL PROSHARES TR26.6K shares4.02%2026-03-312026-04-08

LVHI LEGG MASON ETF INVT56.7K shares-0.09%2026-03-312026-04-08

FTCS FIRST TR EXCHANGE-TRADED FD24.7K shares-9.00%2026-03-312026-04-08

JPME J P MORGAN EXCHANGE TRADED F20.0K shares-87.00%2026-03-312026-04-08

INTC INTEL CORP51.7K shares3.77%2026-03-312026-04-08

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SNPE DBX ETF TR38.3K shares0.83%2026-03-312026-04-08

CB CHUBB LTD SWITZ6.9K shares-1.42%2026-03-312026-04-08

HDEF DBX ETF TR69.8K shares4.06%2026-03-312026-04-08

SHM SPDR SERIES TRUST47.2K shares0.25%2026-03-312026-04-08

BSCW INVESCO EXCH TRD SLF IDX FD109.1K shares18.12%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.3K shares62.06%2026-03-312026-04-08

DIVI FRANKLIN TEMPLETON ETF TR55.6K shares893.52%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS47.2K shares-0.83%2026-03-312026-04-08

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XLP SELECT SECTOR SPDR TR26.9K shares-0.86%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC6.5K shares16.96%2026-03-312026-04-08

DEM WISDOMTREE TR44.2K shares3.14%2026-03-312026-04-08

AVIG AMERICAN CENTY ETF TR52.8K shares0.84%2026-03-312026-04-08

APH AMPHENOL CORP17.3K shares13.37%2026-03-312026-04-08

ELV ELEVANCE HEALTH INC FORMERLY7.5K shares20.78%2026-03-312026-04-08

PVAL PUTNAM ETF TRUST46.5K shares24.61%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-08

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DBAW DBX ETF TR50.2K shares-0.50%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR19.2K shares-4.79%2026-03-312026-04-08

MELI MERCADOLIBRE INC1.2K shares52.82%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP22.4K shares1.46%2026-03-312026-04-08

ARB ALTSHARES TRUST71.7K shares11.49%2026-03-312026-04-08

BSCU INVESCO EXCH TRD SLF IDX FD124.6K shares35.67%2026-03-312026-04-08

FSMB FIRST TR EXCH TRADED FD III103.8K shares25.19%2026-03-312026-04-08

SCHP SCHWAB STRATEGIC TR77.6K shares15.15%2026-03-312026-04-08

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COP CONOCOPHILLIPS15.6K shares4.67%2026-03-312026-04-08

OEF ISHARES TR6.5K shares4.27%2026-03-312026-04-08

SDY SPDR SERIES TRUST14.0K shares-0.77%2026-03-312026-04-08

PSX PHILLIPS 6611.2K shares2.67%2026-03-312026-04-08

FYLD CAMBRIA ETF TR54.5K shares0.54%2026-03-312026-04-08

BUYW NORTHERN LTS FD TR IV144.4K shares10.84%2026-03-312026-04-08

LOW LOWES COS INC8.6K shares10.87%2026-03-312026-04-08

JPIE J P MORGAN EXCHANGE TRADED F43.4K shares6.67%2026-03-312026-04-08

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HYG ISHARES TR25.1K shares-23.22%2026-03-312026-04-08

FLOT ISHARES TR39.2K shares15.33%2026-03-312026-04-08

VIGI VANGUARD WHITEHALL FDS22.4K shares5.30%2026-03-312026-04-08

APD AIR PRODUCTS AND CHEMICALS I6.8K shares-0.35%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO7.9K shares4.62%2026-03-312026-04-08

MRSK NORTHERN LIGHTS FD TR55.7K shares-5.09%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP2.2K shares8.67%2026-03-312026-04-08

CGCP CAPITAL GRP FIXED INCM ETF T87.9K shares3.25%2026-03-312026-04-08

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AIQ GLOBAL X FDS41.8K shares3.08%2026-03-312026-04-08

NTRS NORTHERN TR CORP13.9K shares0.19%2026-03-312026-04-08

ESGE ISHARES INC42.3K shares-2.14%2026-03-312026-04-08

COF CAPITAL ONE FINL CORP10.5K shares1.23%2026-03-312026-04-08

MTB M & T BK CORP9.2K shares-5.61%2026-03-312026-04-08

ALPS ETF TR ALPS ETF TR35.9K shares9.46%2026-03-312026-04-08

EVSD MORGAN STANLEY ETF TRUST36.8K shares41.68%2026-03-312026-04-08

FTGS FIRST TR EXCHANGE-TRADED FD55.1K shares11.70%2026-03-312026-04-08

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PFE PFIZER INC66.5K shares1.48%2026-03-312026-04-08

ADI ANALOG DEVICES INC5.8K shares-0.81%2026-03-312026-04-08

ES EVERSOURCE ENERGY26.8K shares1.03%2026-03-312026-04-08

RSPT INVESCO EXCHANGE TRADED FD T40.9K shares2.33%2026-03-312026-04-08

CMCSA COMCAST CORP NEW64.4K shares0.19%2026-03-312026-04-08

GSY INVESCO ACTIVELY MANAGED EXC36.6K shares0.42%2026-03-312026-04-08

WMS ADVANCED DRAIN SYS INC DEL13.3K sharesnew addition2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC4.7K shares10.43%2026-03-312026-04-08

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ASTRAZENECA PLC ASTRAZENECA PLC9.2K sharesnew addition2026-03-312026-04-08

SMMU PIMCO ETF TR35.6K shares11.33%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR35.2K shares16.75%2026-03-312026-04-08

MNST MONSTER BEVERAGE CORP NEW24.4K shares88.34%2026-03-312026-04-08

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST35.5K shares6.27%2026-03-312026-04-08

MSI MOTOROLA SOLUTIONS INC4.0K shares0.58%2026-03-312026-04-08

SRE SEMPRA17.8K shares0.41%2026-03-312026-04-08

CCJ CAMECO CORP15.9K shares3.73%2026-03-312026-04-08

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PAUG INNOVATOR ETFS TRUST40.3K shares48.93%2026-03-312026-04-08

KNG FIRST TR EXCHANGE-TRADED FD35.0K shares-1.25%2026-03-312026-04-08

NOBL PROSHARES TR16.1K shares0.45%2026-03-312026-04-08

EVRG EVERGY INC20.7K shares-4.60%2026-03-312026-04-08

EVSM MORGAN STANLEY ETF TRUST33.8K shares18.08%2026-03-312026-04-08

VGT VANGUARD WORLD FD2.4K shares5.59%2026-03-312026-04-08

PPA INVESCO EXCHANGE TRADED FD T10.2K shares11.28%2026-03-312026-04-08

FLTR VANECK ETF TRUST66.0K shares3.62%2026-03-312026-04-08

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD81.9K shares34.58%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS34.6K shares-5.09%2026-03-312026-04-08

OKE ONEOK INC NEW18.4K shares14.14%2026-03-312026-04-08

TLT ISHARES TR19.1K shares-40.34%2026-03-312026-04-08

SCIO FIRST TR EXCHANGE-TRADED FD79.5K shares125.54%2026-03-312026-04-08

FMB FIRST TR EXCH TRADED FD III32.3K shares-3.19%2026-03-312026-04-08

IDEQ LAZARD ACTIVE ETF TR51.0K sharesnew addition2026-03-312026-04-08

XSMO INVESCO EXCHANGE TRADED FD T21.2K shares3.22%2026-03-312026-04-08

Sponsored

EYLD CAMBRIA ETF TR38.7K shares0.82%2026-03-312026-04-08

DHS WISDOMTREE TR14.7K shares17.35%2026-03-312026-04-08

VRTX VERTEX PHARMACEUTICALS INC3.5K shares-3.24%2026-03-312026-04-08

HEFA ISHARES TR37.2K shares-0.12%2026-03-312026-04-08

TFLO ISHARES TR30.8K shares-10.59%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO25.6K shares1.68%2026-03-312026-04-08

FDN FIRST TR EXCHANGE-TRADED FD6.6K shares-3.73%2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC17.9K shares-23.42%2026-03-312026-04-08

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BA BOEING CO7.7K shares2.91%2026-03-312026-04-08

GOVI INVESCO EXCH TRADED FD TR II56.1K shares23.27%2026-03-312026-04-08

XMMO INVESCO EXCHANGE TRADED FD T10.5K shares-3.59%2026-03-312026-04-08

SMH VANECK ETF TRUST4.0K shares0.76%2026-03-312026-04-08

IVW ISHARES TR13.5K shares11.24%2026-03-312026-04-08

FPE FIRST TR EXCH TRADED FD III85.4K shares1.34%2026-03-312026-04-08

XBI SPDR SERIES TRUST11.8K shares1.39%2026-03-312026-04-08

USAR USA RARE EARTH INC98.6K sharesnew addition2026-03-312026-04-08

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BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD89.3K shares14.66%2026-03-312026-04-08

LINDE PLC LINDE PLC3.0K shares6.76%2026-03-312026-04-08

CSX CSX CORP36.0K shares1.73%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC25.0K shares7.87%2026-03-312026-04-08

MCHP MICROCHIP TECHNOLOGY INC.22.7K shares-2.69%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF36.3K shares-0.88%2026-03-312026-04-08

TRV TRAVELERS COMPANIES INC5.0K shares0.56%2026-03-312026-04-08

FTSL FIRST TR EXCHANGE-TRADED FD32.2K shares22.22%2026-03-312026-04-08

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QCOM QUALCOMM INC11.1K shares7.29%2026-03-312026-04-08

GARP ISHARES TR22.3K shares18.75%2026-03-312026-04-08

VBR VANGUARD INDEX FDS6.5K shares1.46%2026-03-312026-04-08

CSHI NEOS ETF TRUST28.5K shares1.37%2026-03-312026-04-08

OACP UNIFIED SER TR62.4K shares6.79%2026-03-312026-04-08

IHI ISHARES TR26.6K shares-0.72%2026-03-312026-04-08

ET ENERGY TRANSFER L P73.4K shares33.21%2026-03-312026-04-08

VGLT VANGUARD SCOTTSDALE FDS25.2K shares30.59%2026-03-312026-04-08

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CGMM CAPITAL GROUP EQUITY ETF TR47.3K shares5.46%2026-03-312026-04-08

DG DOLLAR GEN CORP11.6K shares6.68%2026-03-312026-04-08

INMU BLACKROCK ETF TRUST II57.3K shares17.38%2026-03-312026-04-08

QUAL ISHARES TR7.1K shares-5.22%2026-03-312026-04-08

CGIE CAPITAL GROUP INTERNATIONAL39.8K shares1.87%2026-03-312026-04-08

CIBR FIRST TR EXCHANGE-TRADED FD21.3K shares6.62%2026-03-312026-04-08

NEM NEWMONT CORP12.3K shares-1.65%2026-03-312026-04-08

IGPT INVESCO EXCHANGE TRADED FD T22.9K shares-14.88%2026-03-312026-04-08

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ESGU ISHARES TR9.4K shares-5.38%2026-03-312026-04-08

BKNG BOOKING HOLDINGS INC314 shares-0.32%2026-03-312026-04-08

SPTM SPDR SERIES TRUST16.7K shares53.68%2026-03-312026-04-08

CDNS CADENCE DESIGN SYSTEM INC4.7K shares9.68%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND2.8K shares-14.75%2026-03-312026-04-08

EEM ISHARES TR23.0K shares4.28%2026-03-312026-04-08

APP APPLOVIN CORP3.3K shares42.38%2026-03-312026-04-08

O REALTY INCOME CORP21.0K shares18.17%2026-03-312026-04-08

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ECL ECOLAB INC4.8K shares-0.58%2026-03-312026-04-08

EW EDWARDS LIFESCIENCES CORP15.9K shares0.87%2026-03-312026-04-08

IWP ISHARES TR9.9K shares-6.22%2026-03-312026-04-08

DDTS INNOVATOR ETFS TRUST60.2K shares0.00%2026-03-312026-04-08

GSIE GOLDMAN SACHS ETF TR29.3K shares-13.28%2026-03-312026-04-08

CBOE CBOE GLOBAL MKTS INC4.5K shares0.47%2026-03-312026-04-08

MSTR STRATEGY INC10.0K shares12.39%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP4.4K shares12.25%2026-03-312026-04-08

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XONE BONDBLOXX ETF TRUST25.0K shares19.14%2026-03-312026-04-08

RWL INVESCO EXCH TRADED FD TR II10.6K shares-1.34%2026-03-312026-04-08

SPOT SPOTIFY TECHNOLOGY S A2.5K shares0.64%2026-03-312026-04-08

CVSB MORGAN STANLEY ETF TRUST24.0K shares4.19%2026-03-312026-04-08

HCA HCA HEALTHCARE INC2.6K shares16.05%2026-03-312026-04-08

ESGD ISHARES TR12.6K shares-8.00%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR10.8K shares10.85%2026-03-312026-04-08

EOG EOG RES INC8.3K shares-0.02%2026-03-312026-04-08

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GSSC GOLDMAN SACHS ETF TR15.9K shares-13.69%2026-03-312026-04-08

TLTW ISHARES TR51.5K shares13.24%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F15.5K shares2.75%2026-03-312026-04-08

FUTY FIDELITY COVINGTON TRUST19.6K shares4.91%2026-03-312026-04-08

EMXC ISHARES INC14.7K shares5.01%2026-03-312026-04-08

JPIB J P MORGAN EXCHANGE TRADED F24.1K shares7.37%2026-03-312026-04-08

VNT VONTIER CORPORATION32.0K shares2.22%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 401.8K shares2.29%2026-03-312026-04-08

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.3K shares41.60%2026-03-312026-04-08

AXON AXON ENTERPRISE INC2.6K shares-51.68%2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC9.8K shares4.60%2026-03-312026-04-08

EME EMCOR GROUP INC1.5K sharesnew addition2026-03-312026-04-08

LQD ISHARES TR10.0K shares12.02%2026-03-312026-04-08

EWJ ISHARES INC12.9K shares-10.28%2026-03-312026-04-08

GOF GUGGENHEIM STRATEGIC OPPORTU98.7K shares16.67%2026-03-312026-04-08

MCK MCKESSON CORP1.3K shares12.16%2026-03-312026-04-08

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CGNG CAPITAL GROUP NEW GEOGRAPHY34.2K shares8.35%2026-03-312026-04-08

CGDG CAPITAL GROUP DIVIDEND GROWE30.1K shares1.16%2026-03-312026-04-08

PHO INVESCO EXCHANGE TRADED FD T16.1K shares4.63%2026-03-312026-04-08

TFLR T ROWE PRICE ETF INC21.1K shares18.66%2026-03-312026-04-08

BNS BANK NOVA SCOTIA B C15.3K shares1.95%2026-03-312026-04-08

WMB WILLIAMS COS INC14.6K shares-12.89%2026-03-312026-04-08

DSI ISHARES TR8.7K shares0.00%2026-03-312026-04-08

GLW CORNING INC7.8K shares-52.41%2026-03-312026-04-08

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CRH PLC CRH PLC10.0K shares-0.28%2026-03-312026-04-08

ESAB ESAB CORPORATION10.8K shares8.82%2026-03-312026-04-08

ZTS ZOETIS INC8.8K shares45.01%2026-03-312026-04-08

QQA INVESCO ACTIVELY MANAGED EXC20.9K shares8.00%2026-03-312026-04-08

MUNI PIMCO ETF TR19.9K shares-33.33%2026-03-312026-04-08

BBLU EA SERIES TRUST70.0K shares-7.77%2026-03-312026-04-08

GRNY TIDAL TRUST I43.2K shares89.00%2026-03-312026-04-08

SHOC EA SERIES TRUST14.3K sharesnew addition2026-03-312026-04-08

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VHT VANGUARD WORLD FD3.8K shares-0.24%2026-03-312026-04-08

VV VANGUARD INDEX FDS3.4K shares-1.26%2026-03-312026-04-08

TMUS T-MOBILE US INC4.9K shares14.70%2026-03-312026-04-08

HASI HA SUSTAINABLE INFRA CAP INC27.9K shares1.09%2026-03-312026-04-08

PRMB PRIMO BRANDS CORPORATION54.3K shares4.05%2026-03-312026-04-08

IWV ISHARES TR2.8K shares0.22%2026-03-312026-04-08

BALT INNOVATOR ETFS TRUST30.2K shares287.65%2026-03-312026-04-08

MMM 3M CO6.9K shares-1.77%2026-03-312026-04-08

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QQQI NEOS ETF TRUST20.3K shares24.55%2026-03-312026-04-08

VIOO VANGUARD ADMIRAL FDS INC8.7K shares1.11%2026-03-312026-04-08

CVMC MORGAN STANLEY ETF TRUST15.6K shares2.10%2026-03-312026-04-08

UMI USCF ETF TR17.0K shares-9.70%2026-03-312026-04-08

VGSR MANAGER DIRECTED PORTFOLIOS96.0K shares8.88%2026-03-312026-04-08

GL GLOBE LIFE INC7.1K shares6.21%2026-03-312026-04-08

DDTL INNOVATOR ETFS TRUST47.3K shares0.00%2026-03-312026-04-08

SHEL SHELL PLC10.4K shares1.22%2026-03-312026-04-08

Sponsored

UBER UBER TECHNOLOGIES INC13.4K shares0.11%2026-03-312026-04-08

BLOK AMPLIFY ETF TR19.3K shares-0.09%2026-03-312026-04-08

PAVE GLOBAL X FDS18.9K shares3.38%2026-03-312026-04-08

QYLD GLOBAL X FDS56.0K shares8.43%2026-03-312026-04-08

EVR EVERCORE INC3.2K shares4.05%2026-03-312026-04-08

ALL ALLSTATE CORP4.6K shares29.61%2026-03-312026-04-08

ORR EA SERIES TRUST26.0K sharesnew addition2026-03-312026-04-08

DLN WISDOMTREE TR10.5K shares-6.45%2026-03-312026-04-08

Sponsored

ITW ILLINOIS TOOL WKS INC3.6K shares0.14%2026-03-312026-04-08

ROP ROPER TECHNOLOGIES INC2.6K shares-72.85%2026-03-312026-04-08

TER TERADYNE INC3.2K shares8.93%2026-03-312026-04-08

WIW WESTERN AST INFL LKD OPP & I108.4K shares6.63%2026-03-312026-04-08

ENOV ENOVIS CORPORATION40.1K shares39.57%2026-03-312026-04-08

ALC ALCON AG12.0K shares29.24%2026-03-312026-04-08

CMI CUMMINS INC1.7K shares9.62%2026-03-312026-04-08

XC WISDOMTREE TR29.1K shares1.24%2026-03-312026-04-08

Sponsored

PJUL INNOVATOR ETFS TRUST19.7K shares31.40%2026-03-312026-04-08

CGGO CAPITAL GROUP GBL GROWTH EQT27.0K shares5.14%2026-03-312026-04-08

VBK VANGUARD INDEX FDS3.0K shares-0.97%2026-03-312026-04-08

ENFR ALPS ETF TR23.4K shares3.15%2026-03-312026-04-08

QQMG INVESCO EXCH TRADED FD TR II22.4K shares9.24%2026-03-312026-04-08

BUCK SIMPLIFY EXCHANGE TRADED FUN37.6K shares17.27%2026-03-312026-04-08

RAFE PIMCO EQUITY SER21.0K shares-0.20%2026-03-312026-04-08

MBSF VALUED ADVISERS TR34.1K shares9.01%2026-03-312026-04-08

Sponsored

BTAL AGF INVTS TR62.1K shares61.24%2026-03-312026-04-08

RY ROYAL BK CDA5.3K shares-1.39%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC6.6K shares14.54%2026-03-312026-04-08

RGLD ROYAL GOLD INC3.4K shares-15.64%2026-03-312026-04-08

AAPL

APPLE INC

1.31%

Shares389.8K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

2.52%

Shares852.5K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

4.07%

Shares318.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-3.20%

Shares131.4K

Event2026-03-31

Filed2026-04-08

FBND

FIDELITY MERRIMACK STR TR

3.93%

Shares968.7K

Event2026-03-31

Filed2026-04-08

DFUS

DIMENSIONAL ETF TRUST

3.57%

Shares575.2K

Event2026-03-31

Filed2026-04-08

GSLC

GOLDMAN SACHS ETF TR

0.66%

Shares324.8K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

2.51%

Shares178.0K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-7.20%

Shares61.7K

Event2026-03-31

Filed2026-04-08

FNDF

SCHWAB STRATEGIC TR

1.63%

Shares725.1K

Event2026-03-31

Filed2026-04-08

SCHM

SCHWAB STRATEGIC TR

71.05%

Shares1.1M

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.54%

Shares119.3K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

2.79%

Shares1.3M

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

3.83%

Shares49.6K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

3.23%

Shares355.7K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

2.84%

Shares85.5K

Event2026-03-31

Filed2026-04-08

DFCF

DIMENSIONAL ETF TRUST

0.41%

Shares739.0K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-15.14%

Shares52.1K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

4.44%

Shares417.4K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

0.72%

Shares603.1K

Event2026-03-31

Filed2026-04-08

DFAC

DIMENSIONAL ETF TRUST

2.06%

Shares749.2K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-3.16%

Shares93.9K

Event2026-03-31

Filed2026-04-08

SPIB

SPDR SERIES TRUST

6.18%

Shares864.0K

Event2026-03-31

Filed2026-04-08

GTO

INVESCO ACTIVELY MANAGED EXC

4.02%

Shares616.5K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

1.39%

Shares877.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

2.14%

Shares81.0K

Event2026-03-31

Filed2026-04-08

META

META PLATFORMS INC

1.60%

Shares40.8K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

1.48%

Shares52.4K

Event2026-03-31

Filed2026-04-08

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.13%

Shares319.0K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-2.63%

Shares103.3K

Event2026-03-31

Filed2026-04-08

FVAL

FIDELITY COVINGTON TRUST

1.74%

Shares295.3K

Event2026-03-31

Filed2026-04-08

SHY

ISHARES TR

-6.90%

Shares244.2K

Event2026-03-31

Filed2026-04-08

DFAI

DIMENSIONAL ETF TRUST

1.96%

Shares513.3K

Event2026-03-31

Filed2026-04-08

JQUA

J P MORGAN EXCHANGE TRADED F

3.37%

Shares324.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

-0.68%

Shares19.7K

Event2026-03-31

Filed2026-04-08

EMGF

ISHARES INC

3.32%

Shares322.2K

Event2026-03-31

Filed2026-04-08

UCON

FIRST TR EXCHNG TRADED FD VI

1.55%

Shares770.4K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

3.27%

Shares57.9K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

2.26%

Shares63.0K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

2.39%

Shares226.4K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

2.32%

Shares37.0K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.43%

Shares139.5K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.29%

Shares26.2K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-2.47%

Shares265.5K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

11.13%

Shares23.6K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.06%

Shares94.6K

Event2026-03-31

Filed2026-04-08

FLHY

FRANKLIN TEMPLETON ETF TR

3.13%

Shares627.7K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

7.30%

Shares45.6K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

4.78%

Shares213.2K

Event2026-03-31

Filed2026-04-08

DFAE

DIMENSIONAL ETF TRUST

2.30%

Shares433.0K

Event2026-03-31

Filed2026-04-08

DFAS

DIMENSIONAL ETF TRUST

1.28%

Shares205.7K

Event2026-03-31

Filed2026-04-08

DFUV

DIMENSIONAL ETF TRUST

2.51%

Shares292.7K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

3.81%

Shares253.5K

Event2026-03-31

Filed2026-04-08

VNLA

JANUS DETROIT STR TR

0.25%

Shares279.6K

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

54.03%

Shares234.0K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

2.01%

Shares60.2K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

6.99%

Shares88.6K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCH TRADED FD TR II

7.60%

Shares114.2K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

1.48%

Shares187.7K

Event2026-03-31

Filed2026-04-08

ASTS

AST SPACEMOBILE INC

1.29%

Shares151.8K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

569.93%

Shares158.2K

Event2026-03-31

Filed2026-04-08

QEFA

SPDR INDEX SHS FDS

5.12%

Shares128.5K

Event2026-03-31

Filed2026-04-08

SHW

SHERWIN WILLIAMS CO

-0.18%

Shares37.4K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

3.92%

Shares48.1K

Event2026-03-31

Filed2026-04-08

IHDG

WISDOMTREE TR

0.40%

Shares240.0K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-29.39%

Shares12.5K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

28.80%

Shares86.6K

Event2026-03-31

Filed2026-04-08

DFGP

DIMENSIONAL ETF TRUST

9.83%

Shares199.5K

Event2026-03-31

Filed2026-04-08

FTCB

FIRST TR EXCHANGE-TRADED FD

751.09%

Shares513.7K

Event2026-03-31

Filed2026-04-08

VISA INC

8.83%

Shares33.6K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

10.37%

Shares409.3K

Event2026-03-31

Filed2026-04-08

IUSV

ISHARES TR

1.86%

Shares97.7K

Event2026-03-31

Filed2026-04-08

ACWV

ISHARES INC

7.67%

Shares80.9K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-4.19%

Shares39.4K

Event2026-03-31

Filed2026-04-08

GQRE

FLEXSHARES TR

-1.78%

Shares157.2K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

1.23%

Shares59.7K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

5.44%

Shares95.9K

Event2026-03-31

Filed2026-04-08

MINT

PIMCO ETF TR

0.05%

Shares90.3K

Event2026-03-31

Filed2026-04-08

DUHP

DIMENSIONAL ETF TRUST

2.39%

Shares241.8K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

7.37%

Shares106.2K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

2.54%

Shares17.2K

Event2026-03-31

Filed2026-04-08

MMIT

NEW YORK LIFE INVTS ACTIVE E

2.11%

Shares353.4K

Event2026-03-31

Filed2026-04-08

DON

WISDOMTREE TR

1.09%

Shares161.0K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.21%

Shares31.8K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

-21.87%

Shares271.0K

Event2026-03-31

Filed2026-04-08

DFSD

DIMENSIONAL ETF TRUST

2.22%

Shares173.4K

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

1.39%

Shares153.1K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

1.32%

Shares43.5K

Event2026-03-31

Filed2026-04-08

NOC

NORTHROP GRUMMAN CORP

-0.83%

Shares11.5K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

2.80%

Shares40.9K

Event2026-03-31

Filed2026-04-08

GILD

GILEAD SCIENCES INC

2.97%

Shares55.4K

Event2026-03-31

Filed2026-04-08

DIHP

DIMENSIONAL ETF TRUST

3.38%

Shares237.1K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-2.79%

Shares98.0K

Event2026-03-31

Filed2026-04-08

DGCB

DIMENSIONAL ETF TRUST

8.60%

Shares137.8K

Event2026-03-31

Filed2026-04-08

DFAR

DIMENSIONAL ETF TRUST

3.83%

Shares314.6K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

1.87%

Shares8.5K

Event2026-03-31

Filed2026-04-08

SPSB

SPDR SERIES TRUST

4.00%

Shares245.3K

Event2026-03-31

Filed2026-04-08

SOXX

ISHARES TR

-1.94%

Shares22.0K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

77.49%

Shares54.4K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

-4.29%

Shares90.5K

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

-2.52%

Shares19.7K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

15.34%

Shares35.4K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.51%

Shares20.1K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-0.08%

Shares147.5K

Event2026-03-31

Filed2026-04-08

LDUR

PIMCO ETF TR

3.40%

Shares70.2K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

13.26%

Shares69.8K

Event2026-03-31

Filed2026-04-08

VPLS

VANGUARD MALVERN FDS

5.14%

Shares86.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

7.14%

Shares23.2K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

0.06%

Shares49.9K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

2.81%

Shares27.2K

Event2026-03-31

Filed2026-04-08

DLR

DIGITAL RLTY TR INC

1.23%

Shares36.2K

Event2026-03-31

Filed2026-04-08

DEERE & CO

7.62%

Shares11.5K

Event2026-03-31

Filed2026-04-08

IQLT

ISHARES TR

-2.33%

Shares136.8K

Event2026-03-31

Filed2026-04-08

XLU

SELECT SECTOR SPDR TR

-4.86%

Shares136.6K

Event2026-03-31

Filed2026-04-08

BLACKROCK INC

3.86%

Shares6.5K

Event2026-03-31

Filed2026-04-08

TAXF

AMERICAN CENTY ETF TR

-1.89%

Shares124.7K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

8.49%

Shares21.9K

Event2026-03-31

Filed2026-04-08

LAMR

LAMAR ADVERTISING CO

3.13%

Shares48.5K

Event2026-03-31

Filed2026-04-08

JEPQ

J P MORGAN EXCHANGE TRADED F

-4.60%

Shares108.3K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY

7.48%

Shares36.4K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

0.81%

Shares40.4K

Event2026-03-31

Filed2026-04-08

PWB

INVESCO EXCHANGE TRADED FD T

-2.43%

Shares46.7K

Event2026-03-31

Filed2026-04-08

ONEV

SPDR SERIES TRUST

6.96%

Shares43.7K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

0.86%

Shares26.8K

Event2026-03-31

Filed2026-04-08

ICSH

ISHARES TR

1.38%

Shares113.6K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

4.35%

Shares25.4K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

0.79%

Shares74.9K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-3.34%

Shares29.4K

Event2026-03-31

Filed2026-04-08

NETL

ETF SER SOLUTIONS

-4.45%

Shares228.6K

Event2026-03-31

Filed2026-04-08

FREL

FIDELITY COVINGTON TRUST

1.95%

Shares208.8K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

-0.07%

Shares9.1K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

23.14%

Shares12.6K

Event2026-03-31

Filed2026-04-08

ING

ING GROEP N.V.

2.82%

Shares208.7K

Event2026-03-31

Filed2026-04-08

HYLB

DBX ETF TR

4.54%

Shares149.7K

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

-2.99%

Shares220.5K

Event2026-03-31

Filed2026-04-08

WCMI

FIRST TR EXCHANGE-TRADED FD

0.45%

Shares319.0K

Event2026-03-31

Filed2026-04-08

FNDC

SCHWAB STRATEGIC TR

-1.24%

Shares113.8K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

3.63%

Shares44.4K

Event2026-03-31

Filed2026-04-08

ARES

ARES MANAGEMENT CORPORATION

7.57%

Shares47.9K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.95%

Shares12.2K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

2.43%

Shares17.1K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

7.06%

Shares88.1K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

9.73%

Shares31.7K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

29.89%

Shares132.0K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.61%

Shares174.0K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

5.09%

Shares82.2K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

1.30%

Shares147.9K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

3.48%

Shares101.7K

Event2026-03-31

Filed2026-04-08

DGRW

WISDOMTREE TR

4.96%

Shares56.2K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-0.13%

Shares41.0K

Event2026-03-31

Filed2026-04-08

GOVT

ISHARES TR

6.23%

Shares215.4K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-22.26%

Shares11.2K

Event2026-03-31

Filed2026-04-08

ISRG

INTUITIVE SURGICAL INC

44.36%

Shares10.6K

Event2026-03-31

Filed2026-04-08

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.55%

Shares144.1K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

4.30%

Shares15.6K

Event2026-03-31

Filed2026-04-08

SPGI

S&P GLOBAL INC

-29.44%

Shares11.3K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

0.10%

Shares70.3K

Event2026-03-31

Filed2026-04-08

XLY

SELECT SECTOR SPDR TR

0.12%

Shares43.8K

Event2026-03-31

Filed2026-04-08

SDOG

ALPS ETF TR

1.37%

Shares72.9K

Event2026-03-31

Filed2026-04-08

ORLY

OREILLY AUTOMOTIVE INC

-0.57%

Shares51.0K

Event2026-03-31

Filed2026-04-08

SDVY

FIRST TR EXCHANGE TRADED FD

-3.36%

Shares118.4K

Event2026-03-31

Filed2026-04-08

DUSB

DIMENSIONAL ETF TRUST

6.63%

Shares91.3K

Event2026-03-31

Filed2026-04-08

XTRE

BONDBLOXX ETF TRUST

34.12%

Shares93.3K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

18.23%

Shares22.6K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

-16.96%

Shares3.1K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

1.44%

Shares27.7K

Event2026-03-31

Filed2026-04-08

VPL

VANGUARD INTL EQUITY INDEX F

-2.58%

Shares45.5K

Event2026-03-31

Filed2026-04-08

PEG

PUBLIC SVC ENTERPRISE GROUP

4.16%

Shares54.3K

Event2026-03-31

Filed2026-04-08

XME

SPDR SERIES TRUST

-5.63%

Shares40.6K

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

-4.68%

Shares18.3K

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

10.36%

Shares74.5K

Event2026-03-31

Filed2026-04-08

DBEF

DBX ETF TR

-0.37%

Shares87.7K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

-6.29%

Shares85.7K

Event2026-03-31

Filed2026-04-08

CGUS

CAPITAL GROUP CORE EQUITY ET

1.58%

Shares111.3K

Event2026-03-31

Filed2026-04-08

PWR

QUANTA SVCS INC

22.02%

Shares7.7K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

-0.63%

Shares18.4K

Event2026-03-31

Filed2026-04-08

PTY

PIMCO CORPORATE & INCOME OPP

25.51%

Shares349.8K

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

3.77%

Shares5.0K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

10.70%

Shares42.3K

Event2026-03-31

Filed2026-04-08

UPS

UNITED PARCEL SVCS INC

88.66%

Shares42.5K

Event2026-03-31

Filed2026-04-08

ARISTA NETWORKS INC

68.91%

Shares33.9K

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

19.39%

Shares63.0K

Event2026-03-31

Filed2026-04-08

BHK

BLACKROCK CORE BD TR

13.41%

Shares433.6K

Event2026-03-31

Filed2026-04-08

DHI

D R HORTON INC

0.14%

Shares28.9K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

-4.93%

Shares16.2K

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

1.09%

Shares10.9K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

2.17%

Shares26.4K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

8.93%

Shares47.7K

Event2026-03-31

Filed2026-04-08

AHR

AMERICAN HEALTHCARE REIT INC

63.80%

Shares81.3K

Event2026-03-31

Filed2026-04-08

OMFL

INVESCO EXCH TRD SLF IDX FD

0.09%

Shares62.5K

Event2026-03-31

Filed2026-04-08

BANK NEW YORK MELLON CORP

29.55%

Shares31.3K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.35%

Shares86.7K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

1.80%

Shares13.6K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

4.64%

Shares37.5K

Event2026-03-31

Filed2026-04-08

DRI

DARDEN RESTAURANTS INC

4.64%

Shares18.6K

Event2026-03-31

Filed2026-04-08

SUB

ISHARES TR

5.57%

Shares34.1K

Event2026-03-31

Filed2026-04-08

CGCB

CAPITAL GRP FIXED INCM ETF T

1.98%

Shares137.9K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

11.75%

Shares19.4K

Event2026-03-31

Filed2026-04-08

AT&T INC

5.54%

Shares124.7K

Event2026-03-31

Filed2026-04-08

XSVN

BONDBLOXX ETF TRUST

18.53%

Shares75.5K

Event2026-03-31

Filed2026-04-08

EPI

WISDOMTREE TR

5.95%

Shares87.7K

Event2026-03-31

Filed2026-04-08

CTA

SIMPLIFY EXCHANGE TRADED FUN

6.65%

Shares118.0K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

5.39%

Shares24.6K

Event2026-03-31

Filed2026-04-08

PNC

PNC FINL SVCS GROUP INC

264.68%

Shares17.0K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

8.77%

Shares21.3K

Event2026-03-31

Filed2026-04-08

TJX

TJX COS INC NEW

40.00%

Shares21.6K

Event2026-03-31

Filed2026-04-08

ADBE

ADOBE INC

22.47%

Shares14.1K

Event2026-03-31

Filed2026-04-08

CSB

VICTORY PORTFOLIOS II

-3.93%

Shares55.0K

Event2026-03-31

Filed2026-04-08

VTIP

VANGUARD MALVERN FDS

3.52%

Shares67.5K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

-0.18%

Shares34.7K

Event2026-03-31

Filed2026-04-08

AVLV

AMERICAN CENTY ETF TR

2.68%

Shares41.4K

Event2026-03-31

Filed2026-04-08

UNILEVER PLC

-0.03%

Shares57.5K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

3.06%

Shares35.1K

Event2026-03-31

Filed2026-04-08

CFG

CITIZENS FINL GROUP INC

31.03%

Shares54.1K

Event2026-03-31

Filed2026-04-08

IAGG

ISHARES TR

8.25%

Shares64.5K

Event2026-03-31

Filed2026-04-08

HYDB

ISHARES TR

10.88%

Shares69.2K

Event2026-03-31

Filed2026-04-08

AOA

ISHARES TR

56.16%

Shares36.3K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

2.01%

Shares28.9K

Event2026-03-31

Filed2026-04-08

VWOB

VANGUARD WHITEHALL FDS

8.61%

Shares47.9K

Event2026-03-31

Filed2026-04-08

FLSP

FRANKLIN TEMPLETON ETF TR

10.39%

Shares115.6K

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

-0.09%

Shares40.7K

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

0.08%

Shares52.6K

Event2026-03-31

Filed2026-04-08

VST

VISTRA CORP

6.49%

Shares20.7K

Event2026-03-31

Filed2026-04-08

SPHQ

INVESCO EXCHANGE TRADED FD T

17.65%

Shares41.2K

Event2026-03-31

Filed2026-04-08

SCHR

SCHWAB STRATEGIC TR

4.72%

Shares121.1K

Event2026-03-31

Filed2026-04-08

AMT

AMERICAN TOWER CORP

-0.44%

Shares17.5K

Event2026-03-31

Filed2026-04-08

ASML

ASML HLDG NV

45.61%

Shares2.3K

Event2026-03-31

Filed2026-04-08

AOR

ISHARES TR

177.55%

Shares46.6K

Event2026-03-31

Filed2026-04-08

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares61.4K

Event2026-03-31

Filed2026-04-08

EAGG

ISHARES TR

4.39%

Shares62.6K

Event2026-03-31

Filed2026-04-08

CGMS

CAPITAL GRP FIXED INCM ETF T

61.46%

Shares108.5K

Event2026-03-31

Filed2026-04-08

WAT

WATERS CORP

4.87%

Shares9.9K

Event2026-03-31

Filed2026-04-08

HEQT

SIMPLIFY EXCHANGE TRADED FUN

-4.32%

Shares92.5K

Event2026-03-31

Filed2026-04-08

LAM RESEARCH CORP

-18.63%

Shares13.5K

Event2026-03-31

Filed2026-04-08

DIVO

AMPLIFY ETF TR

-2.70%

Shares64.2K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

7.67%

Shares27.1K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

2.83%

Shares32.3K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

5.02%

Shares57.6K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

6.78%

Shares8.3K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

52.89%

Shares19.7K

Event2026-03-31

Filed2026-04-08

FNF

FIDELITY NATL FINL INC

3.16%

Shares60.2K

Event2026-03-31

Filed2026-04-08

SPTS

SPDR SERIES TRUST

4.41%

Shares95.4K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

2.03%

Shares39.8K

Event2026-03-31

Filed2026-04-08

EQH

EQUITABLE HLDGS INC

12.24%

Shares74.5K

Event2026-03-31

Filed2026-04-08

FTLS

FIRST TR EXCH TRADED FD III

8.77%

Shares39.0K

Event2026-03-31

Filed2026-04-08

SPMB

SPDR SERIES TRUST

1.15%

Shares122.5K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

3.96%

Shares53.7K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-20.55%

Shares21.7K

Event2026-03-31

Filed2026-04-08

ISHARES TR

-4.63%

Shares39.4K

Event2026-03-31

Filed2026-04-08

SHYD

VANECK ETF TRUST

2.23%

Shares117.7K

Event2026-03-31

Filed2026-04-08

PFF

ISHARES TR

15.82%

Shares86.4K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

15.01%

Shares17.6K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

7.14%

Shares5.3K

Event2026-03-31

Filed2026-04-08

CVS

CVS HEALTH CORP

-0.44%

Shares36.0K

Event2026-03-31

Filed2026-04-08

NVS

NOVARTIS AG

0.36%

Shares16.6K

Event2026-03-31

Filed2026-04-08

BOXX

EA SERIES TRUST

-5.67%

Shares21.7K

Event2026-03-31

Filed2026-04-08

SUSB

ISHARES TR

2.36%

Shares100.6K

Event2026-03-31

Filed2026-04-08

SYK

STRYKER CORPORATION

7.29%

Shares7.6K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

1.36%

Shares49.6K

Event2026-03-31

Filed2026-04-08

SATS

ECHOSTAR CORP

New

Shares21.1K

Event2026-03-31

Filed2026-04-08

MPC

MARATHON PETE CORP

2.49%

Shares10.0K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

-2.82%

Shares11.5K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

-23.47%

Shares80.3K

Event2026-03-31

Filed2026-04-08

EPD

ENTERPRISE PRODS PARTNERS L

8.77%

Shares64.7K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

-5.57%

Shares44.9K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

58.67%

Shares27.4K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-21.57%

Shares23.4K

Event2026-03-31

Filed2026-04-08

TEQI

T ROWE PRICE ETF INC

-11.77%

Shares53.3K

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

0.51%

Shares12.3K

Event2026-03-31

Filed2026-04-08

CTRA

COTERRA ENERGY INC

21.14%

Shares67.3K

Event2026-03-31

Filed2026-04-08

IGIB

ISHARES TR

6.22%

Shares44.4K

Event2026-03-31

Filed2026-04-08

IMCV

ISHARES TR

1.94%

Shares27.6K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

0.20%

Shares29.2K

Event2026-03-31

Filed2026-04-08

GBCI

GLACIER BANCORP INC NEW

-0.30%

Shares52.1K

Event2026-03-31

Filed2026-04-08

PSA

PUBLIC STORAGE OPER CO

7.55%

Shares8.5K

Event2026-03-31

Filed2026-04-08

REGL

PROSHARES TR

4.02%

Shares26.6K

Event2026-03-31

Filed2026-04-08

LVHI

LEGG MASON ETF INVT

-0.09%

Shares56.7K

Event2026-03-31

Filed2026-04-08

FTCS

FIRST TR EXCHANGE-TRADED FD

-9.00%

Shares24.7K

Event2026-03-31

Filed2026-04-08

JPME

J P MORGAN EXCHANGE TRADED F

-87.00%

Shares20.0K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

3.77%

Shares51.7K

Event2026-03-31

Filed2026-04-08

SNPE

DBX ETF TR

0.83%

Shares38.3K

Event2026-03-31

Filed2026-04-08

CHUBB LTD SWITZ

-1.42%

Shares6.9K

Event2026-03-31

Filed2026-04-08

HDEF

DBX ETF TR

4.06%

Shares69.8K

Event2026-03-31

Filed2026-04-08

SHM

SPDR SERIES TRUST

0.25%

Shares47.2K

Event2026-03-31

Filed2026-04-08

BSCW

INVESCO EXCH TRD SLF IDX FD

18.12%

Shares109.1K

Event2026-03-31

Filed2026-04-08

ACCENTURE PLC IRELAND

62.06%

Shares11.3K

Event2026-03-31

Filed2026-04-08

DIVI

FRANKLIN TEMPLETON ETF TR

893.52%

Shares55.6K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-0.83%

Shares47.2K

Event2026-03-31

Filed2026-04-08

XLP

SELECT SECTOR SPDR TR

-0.86%

Shares26.9K

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

16.96%

Shares6.5K

Event2026-03-31

Filed2026-04-08

DEM

WISDOMTREE TR

3.14%

Shares44.2K

Event2026-03-31

Filed2026-04-08

AVIG

AMERICAN CENTY ETF TR

0.84%

Shares52.8K

Event2026-03-31

Filed2026-04-08

APH

AMPHENOL CORP

13.37%

Shares17.3K

Event2026-03-31

Filed2026-04-08

ELV

ELEVANCE HEALTH INC FORMERLY

20.78%

Shares7.5K

Event2026-03-31

Filed2026-04-08

PVAL

PUTNAM ETF TRUST

24.61%

Shares46.5K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-08

DBAW

DBX ETF TR

-0.50%

Shares50.2K

Event2026-03-31

Filed2026-04-08

XLC

SELECT SECTOR SPDR TR

-4.79%

Shares19.2K

Event2026-03-31

Filed2026-04-08

MELI

MERCADOLIBRE INC

52.82%

Shares1.2K

Event2026-03-31

Filed2026-04-08

SCHW

SCHWAB CHARLES CORP

1.46%

Shares22.4K

Event2026-03-31

Filed2026-04-08

ARB

ALTSHARES TRUST

11.49%

Shares71.7K

Event2026-03-31

Filed2026-04-08

BSCU

INVESCO EXCH TRD SLF IDX FD

35.67%

Shares124.6K

Event2026-03-31

Filed2026-04-08

FSMB

FIRST TR EXCH TRADED FD III

25.19%

Shares103.8K

Event2026-03-31

Filed2026-04-08

SCHP

SCHWAB STRATEGIC TR

15.15%

Shares77.6K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

4.67%

Shares15.6K

Event2026-03-31

Filed2026-04-08

OEF

ISHARES TR

4.27%

Shares6.5K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

-0.77%

Shares14.0K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

2.67%

Shares11.2K

Event2026-03-31

Filed2026-04-08

FYLD

CAMBRIA ETF TR

0.54%

Shares54.5K

Event2026-03-31

Filed2026-04-08

BUYW

NORTHERN LTS FD TR IV

10.84%

Shares144.4K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

10.87%

Shares8.6K

Event2026-03-31

Filed2026-04-08

JPIE

J P MORGAN EXCHANGE TRADED F

6.67%

Shares43.4K

Event2026-03-31

Filed2026-04-08

HYG

ISHARES TR

-23.22%

Shares25.1K

Event2026-03-31

Filed2026-04-08

FLOT

ISHARES TR

15.33%

Shares39.2K

Event2026-03-31

Filed2026-04-08

VIGI

VANGUARD WHITEHALL FDS

5.30%

Shares22.4K

Event2026-03-31

Filed2026-04-08

APD

AIR PRODUCTS AND CHEMICALS I

-0.35%

Shares6.8K

Event2026-03-31

Filed2026-04-08

VRT

VERTIV HOLDINGS CO

4.62%

Shares7.9K

Event2026-03-31

Filed2026-04-08

MRSK

NORTHERN LIGHTS FD TR

-5.09%

Shares55.7K

Event2026-03-31

Filed2026-04-08

PARKER-HANNIFIN CORP

8.67%

Shares2.2K

Event2026-03-31

Filed2026-04-08

CGCP

CAPITAL GRP FIXED INCM ETF T

3.25%

Shares87.9K

Event2026-03-31

Filed2026-04-08

AIQ

GLOBAL X FDS

3.08%

Shares41.8K

Event2026-03-31

Filed2026-04-08

NTRS

NORTHERN TR CORP

0.19%

Shares13.9K

Event2026-03-31

Filed2026-04-08

ESGE

ISHARES INC

-2.14%

Shares42.3K

Event2026-03-31

Filed2026-04-08

COF

CAPITAL ONE FINL CORP

1.23%

Shares10.5K

Event2026-03-31

Filed2026-04-08

MTB

M & T BK CORP

-5.61%

Shares9.2K

Event2026-03-31

Filed2026-04-08

ALPS ETF TR

9.46%

Shares35.9K

Event2026-03-31

Filed2026-04-08

EVSD

MORGAN STANLEY ETF TRUST

41.68%

Shares36.8K

Event2026-03-31

Filed2026-04-08

FTGS

FIRST TR EXCHANGE-TRADED FD

11.70%

Shares55.1K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

1.48%

Shares66.5K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

-0.81%

Shares5.8K

Event2026-03-31

Filed2026-04-08

EVERSOURCE ENERGY

1.03%

Shares26.8K

Event2026-03-31

Filed2026-04-08

RSPT

INVESCO EXCHANGE TRADED FD T

2.33%

Shares40.9K

Event2026-03-31

Filed2026-04-08

CMCSA

COMCAST CORP NEW

0.19%

Shares64.4K

Event2026-03-31

Filed2026-04-08

GSY

INVESCO ACTIVELY MANAGED EXC

0.42%

Shares36.6K

Event2026-03-31

Filed2026-04-08

WMS

ADVANCED DRAIN SYS INC DEL

New

Shares13.3K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

10.43%

Shares4.7K

Event2026-03-31

Filed2026-04-08

ASTRAZENECA PLC

New

Shares9.2K

Event2026-03-31

Filed2026-04-08

SMMU

PIMCO ETF TR

11.33%

Shares35.6K

Event2026-03-31

Filed2026-04-08

JAAA

JANUS DETROIT STR TR

16.75%

Shares35.2K

Event2026-03-31

Filed2026-04-08

MNST

MONSTER BEVERAGE CORP NEW

88.34%

Shares24.4K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY ETF TRUST

6.27%

Shares35.5K

Event2026-03-31

Filed2026-04-08

MSI

MOTOROLA SOLUTIONS INC

0.58%

Shares4.0K

Event2026-03-31

Filed2026-04-08

SRE

SEMPRA

0.41%

Shares17.8K

Event2026-03-31

Filed2026-04-08

CCJ

CAMECO CORP

3.73%

Shares15.9K

Event2026-03-31

Filed2026-04-08

PAUG

INNOVATOR ETFS TRUST

48.93%

Shares40.3K

Event2026-03-31

Filed2026-04-08

KNG

FIRST TR EXCHANGE-TRADED FD

-1.25%

Shares35.0K

Event2026-03-31

Filed2026-04-08

NOBL

PROSHARES TR

0.45%

Shares16.1K

Event2026-03-31

Filed2026-04-08

EVRG

EVERGY INC

-4.60%

Shares20.7K

Event2026-03-31

Filed2026-04-08

EVSM

MORGAN STANLEY ETF TRUST

18.08%

Shares33.8K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

5.59%

Shares2.4K

Event2026-03-31

Filed2026-04-08

PPA

INVESCO EXCHANGE TRADED FD T

11.28%

Shares10.2K

Event2026-03-31

Filed2026-04-08

FLTR

VANECK ETF TRUST

3.62%

Shares66.0K

Event2026-03-31

Filed2026-04-08

BSCS

INVESCO EXCH TRD SLF IDX FD

34.58%

Shares81.9K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

-5.09%

Shares34.6K

Event2026-03-31

Filed2026-04-08

OKE

ONEOK INC NEW

14.14%

Shares18.4K

Event2026-03-31

Filed2026-04-08

TLT

ISHARES TR

-40.34%

Shares19.1K

Event2026-03-31

Filed2026-04-08

SCIO

FIRST TR EXCHANGE-TRADED FD

125.54%

Shares79.5K

Event2026-03-31

Filed2026-04-08

FMB

FIRST TR EXCH TRADED FD III

-3.19%

Shares32.3K

Event2026-03-31

Filed2026-04-08

IDEQ

LAZARD ACTIVE ETF TR

New

Shares51.0K

Event2026-03-31

Filed2026-04-08

XSMO

INVESCO EXCHANGE TRADED FD T

3.22%

Shares21.2K

Event2026-03-31

Filed2026-04-08

EYLD

CAMBRIA ETF TR

0.82%

Shares38.7K

Event2026-03-31

Filed2026-04-08

DHS

WISDOMTREE TR

17.35%

Shares14.7K

Event2026-03-31

Filed2026-04-08

VRTX

VERTEX PHARMACEUTICALS INC

-3.24%

Shares3.5K

Event2026-03-31

Filed2026-04-08

HEFA

ISHARES TR

-0.12%

Shares37.2K

Event2026-03-31

Filed2026-04-08

TFLO

ISHARES TR

-10.59%

Shares30.8K

Event2026-03-31

Filed2026-04-08

BMY

BRISTOL-MYERS SQUIBB CO

1.68%

Shares25.6K

Event2026-03-31

Filed2026-04-08

FDN

FIRST TR EXCHANGE-TRADED FD

-3.73%

Shares6.6K

Event2026-03-31

Filed2026-04-08

MEDTRONIC PLC

-23.42%

Shares17.9K

Event2026-03-31

Filed2026-04-08

BOEING CO

2.91%

Shares7.7K

Event2026-03-31

Filed2026-04-08

GOVI

INVESCO EXCH TRADED FD TR II

23.27%

Shares56.1K

Event2026-03-31

Filed2026-04-08

XMMO

INVESCO EXCHANGE TRADED FD T

-3.59%

Shares10.5K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

0.76%

Shares4.0K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

11.24%

Shares13.5K

Event2026-03-31

Filed2026-04-08

FPE

FIRST TR EXCH TRADED FD III

1.34%

Shares85.4K

Event2026-03-31

Filed2026-04-08

XBI

SPDR SERIES TRUST

1.39%

Shares11.8K

Event2026-03-31

Filed2026-04-08

USAR

USA RARE EARTH INC

New

Shares98.6K

Event2026-03-31

Filed2026-04-08

BLUEROCK PVT REAL ESTATE FD

14.66%

Shares89.3K

Event2026-03-31

Filed2026-04-08

LINDE PLC

6.76%

Shares3.0K

Event2026-03-31

Filed2026-04-08

CSX

CSX CORP

1.73%

Shares36.0K

Event2026-03-31

Filed2026-04-08

FCX

FREEPORT MCMORAN INC

7.87%

Shares25.0K

Event2026-03-31

Filed2026-04-08

MCHP

MICROCHIP TECHNOLOGY INC.

-2.69%

Shares22.7K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

-0.88%

Shares36.3K

Event2026-03-31

Filed2026-04-08

TRV

TRAVELERS COMPANIES INC

0.56%

Shares5.0K

Event2026-03-31

Filed2026-04-08

FTSL

FIRST TR EXCHANGE-TRADED FD

22.22%

Shares32.2K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

7.29%

Shares11.1K

Event2026-03-31

Filed2026-04-08

GARP

ISHARES TR

18.75%

Shares22.3K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

1.46%

Shares6.5K

Event2026-03-31

Filed2026-04-08

CSHI

NEOS ETF TRUST

1.37%

Shares28.5K

Event2026-03-31

Filed2026-04-08

OACP

UNIFIED SER TR

6.79%

Shares62.4K

Event2026-03-31

Filed2026-04-08

IHI

ISHARES TR

-0.72%

Shares26.6K

Event2026-03-31

Filed2026-04-08

ENERGY TRANSFER L P

33.21%

Shares73.4K

Event2026-03-31

Filed2026-04-08

VGLT

VANGUARD SCOTTSDALE FDS

30.59%

Shares25.2K

Event2026-03-31

Filed2026-04-08

CGMM

CAPITAL GROUP EQUITY ETF TR

5.46%

Shares47.3K

Event2026-03-31

Filed2026-04-08

DOLLAR GEN CORP

6.68%

Shares11.6K

Event2026-03-31

Filed2026-04-08

INMU

BLACKROCK ETF TRUST II

17.38%

Shares57.3K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-5.22%

Shares7.1K

Event2026-03-31

Filed2026-04-08

CGIE

CAPITAL GROUP INTERNATIONAL

1.87%

Shares39.8K

Event2026-03-31

Filed2026-04-08

CIBR

FIRST TR EXCHANGE-TRADED FD

6.62%

Shares21.3K

Event2026-03-31

Filed2026-04-08

NEM

NEWMONT CORP

-1.65%

Shares12.3K

Event2026-03-31

Filed2026-04-08

IGPT

INVESCO EXCHANGE TRADED FD T

-14.88%

Shares22.9K

Event2026-03-31

Filed2026-04-08

ESGU

ISHARES TR

-5.38%

Shares9.4K

Event2026-03-31

Filed2026-04-08

BKNG

BOOKING HOLDINGS INC

-0.32%

Shares314

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

53.68%

Shares16.7K

Event2026-03-31

Filed2026-04-08

CDNS

CADENCE DESIGN SYSTEM INC

9.68%

Shares4.7K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

-14.75%

Shares2.8K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

4.28%

Shares23.0K

Event2026-03-31

Filed2026-04-08

APP

APPLOVIN CORP

42.38%

Shares3.3K

Event2026-03-31

Filed2026-04-08

REALTY INCOME CORP

18.17%

Shares21.0K

Event2026-03-31

Filed2026-04-08

ECL

ECOLAB INC

-0.58%

Shares4.8K

Event2026-03-31

Filed2026-04-08

EDWARDS LIFESCIENCES CORP

0.87%

Shares15.9K

Event2026-03-31

Filed2026-04-08

IWP

ISHARES TR

-6.22%

Shares9.9K

Event2026-03-31

Filed2026-04-08

DDTS

INNOVATOR ETFS TRUST

0.00%

Shares60.2K

Event2026-03-31

Filed2026-04-08

GSIE

GOLDMAN SACHS ETF TR

-13.28%

Shares29.3K

Event2026-03-31

Filed2026-04-08

CBOE

CBOE GLOBAL MKTS INC

0.47%

Shares4.5K

Event2026-03-31

Filed2026-04-08

MSTR

STRATEGY INC

12.39%

Shares10.0K

Event2026-03-31

Filed2026-04-08

CEG

CONSTELLATION ENERGY CORP

12.25%

Shares4.4K

Event2026-03-31

Filed2026-04-08

XONE

BONDBLOXX ETF TRUST

19.14%

Shares25.0K

Event2026-03-31

Filed2026-04-08

RWL

INVESCO EXCH TRADED FD TR II

-1.34%

Shares10.6K

Event2026-03-31

Filed2026-04-08

SPOT

SPOTIFY TECHNOLOGY S A

0.64%

Shares2.5K

Event2026-03-31

Filed2026-04-08

CVSB

MORGAN STANLEY ETF TRUST

4.19%

Shares24.0K

Event2026-03-31

Filed2026-04-08

HCA

HCA HEALTHCARE INC

16.05%

Shares2.6K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

-8.00%

Shares12.6K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

10.85%

Shares10.8K

Event2026-03-31

Filed2026-04-08

EOG

EOG RES INC

-0.02%

Shares8.3K

Event2026-03-31

Filed2026-04-08

GSSC

GOLDMAN SACHS ETF TR

-13.69%

Shares15.9K

Event2026-03-31

Filed2026-04-08

TLTW

ISHARES TR

13.24%

Shares51.5K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

2.75%

Shares15.5K

Event2026-03-31

Filed2026-04-08

FUTY

FIDELITY COVINGTON TRUST

4.91%

Shares19.6K

Event2026-03-31

Filed2026-04-08

EMXC

ISHARES INC

5.01%

Shares14.7K

Event2026-03-31

Filed2026-04-08

JPIB

J P MORGAN EXCHANGE TRADED F

7.37%

Shares24.1K

Event2026-03-31

Filed2026-04-08

VNT

VONTIER CORPORATION

2.22%

Shares32.0K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

2.29%

Shares1.8K

Event2026-03-31

Filed2026-04-08

GENERAL DYNAMICS CORP

41.60%

Shares3.3K

Event2026-03-31

Filed2026-04-08

AXON

AXON ENTERPRISE INC

-51.68%

Shares2.6K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

4.60%

Shares9.8K

Event2026-03-31

Filed2026-04-08

EME

EMCOR GROUP INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

12.02%

Shares10.0K

Event2026-03-31

Filed2026-04-08

EWJ

ISHARES INC

-10.28%

Shares12.9K

Event2026-03-31

Filed2026-04-08

GOF

GUGGENHEIM STRATEGIC OPPORTU

16.67%

Shares98.7K

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

12.16%

Shares1.3K

Event2026-03-31

Filed2026-04-08

CGNG

CAPITAL GROUP NEW GEOGRAPHY

8.35%

Shares34.2K

Event2026-03-31

Filed2026-04-08

CGDG

CAPITAL GROUP DIVIDEND GROWE

1.16%

Shares30.1K

Event2026-03-31

Filed2026-04-08

PHO

INVESCO EXCHANGE TRADED FD T

4.63%

Shares16.1K

Event2026-03-31

Filed2026-04-08

TFLR

T ROWE PRICE ETF INC

18.66%

Shares21.1K

Event2026-03-31

Filed2026-04-08

BNS

BANK NOVA SCOTIA B C

1.95%

Shares15.3K

Event2026-03-31

Filed2026-04-08

WMB

WILLIAMS COS INC

-12.89%

Shares14.6K

Event2026-03-31

Filed2026-04-08

DSI

ISHARES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

GLW

CORNING INC

-52.41%

Shares7.8K

Event2026-03-31

Filed2026-04-08

CRH PLC

-0.28%

Shares10.0K

Event2026-03-31

Filed2026-04-08

ESAB

ESAB CORPORATION

8.82%

Shares10.8K

Event2026-03-31

Filed2026-04-08

ZTS

ZOETIS INC

45.01%

Shares8.8K

Event2026-03-31

Filed2026-04-08

QQA

INVESCO ACTIVELY MANAGED EXC

8.00%

Shares20.9K

Event2026-03-31

Filed2026-04-08

MUNI

PIMCO ETF TR

-33.33%

Shares19.9K

Event2026-03-31

Filed2026-04-08

BBLU

EA SERIES TRUST

-7.77%

Shares70.0K

Event2026-03-31

Filed2026-04-08

GRNY

TIDAL TRUST I

89.00%

Shares43.2K

Event2026-03-31

Filed2026-04-08

SHOC

EA SERIES TRUST

New

Shares14.3K

Event2026-03-31

Filed2026-04-08

VHT

VANGUARD WORLD FD

-0.24%

Shares3.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-1.26%

Shares3.4K

Event2026-03-31

Filed2026-04-08

TMUS

T-MOBILE US INC

14.70%

Shares4.9K

Event2026-03-31

Filed2026-04-08

HASI

HA SUSTAINABLE INFRA CAP INC

1.09%

Shares27.9K

Event2026-03-31

Filed2026-04-08

PRMB

PRIMO BRANDS CORPORATION

4.05%

Shares54.3K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

0.22%

Shares2.8K

Event2026-03-31

Filed2026-04-08

BALT

INNOVATOR ETFS TRUST

287.65%

Shares30.2K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

-1.77%

Shares6.9K

Event2026-03-31

Filed2026-04-08

QQQI

NEOS ETF TRUST

24.55%

Shares20.3K

Event2026-03-31

Filed2026-04-08

VIOO

VANGUARD ADMIRAL FDS INC

1.11%

Shares8.7K

Event2026-03-31

Filed2026-04-08

CVMC

MORGAN STANLEY ETF TRUST

2.10%

Shares15.6K

Event2026-03-31

Filed2026-04-08

UMI

USCF ETF TR

-9.70%

Shares17.0K

Event2026-03-31

Filed2026-04-08

VGSR

MANAGER DIRECTED PORTFOLIOS

8.88%

Shares96.0K

Event2026-03-31

Filed2026-04-08

GLOBE LIFE INC

6.21%

Shares7.1K

Event2026-03-31

Filed2026-04-08

DDTL

INNOVATOR ETFS TRUST

0.00%

Shares47.3K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

1.22%

Shares10.4K

Event2026-03-31

Filed2026-04-08

UBER

UBER TECHNOLOGIES INC

0.11%

Shares13.4K

Event2026-03-31

Filed2026-04-08

BLOK

AMPLIFY ETF TR

-0.09%

Shares19.3K

Event2026-03-31

Filed2026-04-08

PAVE

GLOBAL X FDS

3.38%

Shares18.9K

Event2026-03-31

Filed2026-04-08

QYLD

GLOBAL X FDS

8.43%

Shares56.0K

Event2026-03-31

Filed2026-04-08

EVR

EVERCORE INC

4.05%

Shares3.2K

Event2026-03-31

Filed2026-04-08

ALL

ALLSTATE CORP

29.61%

Shares4.6K

Event2026-03-31

Filed2026-04-08

ORR

EA SERIES TRUST

New

Shares26.0K

Event2026-03-31

Filed2026-04-08

DLN

WISDOMTREE TR

-6.45%

Shares10.5K

Event2026-03-31

Filed2026-04-08

ITW

ILLINOIS TOOL WKS INC

0.14%

Shares3.6K

Event2026-03-31

Filed2026-04-08

ROP

ROPER TECHNOLOGIES INC

-72.85%

Shares2.6K

Event2026-03-31

Filed2026-04-08

TER

TERADYNE INC

8.93%

Shares3.2K

Event2026-03-31

Filed2026-04-08

WIW

WESTERN AST INFL LKD OPP & I

6.63%

Shares108.4K

Event2026-03-31

Filed2026-04-08

ENOV

ENOVIS CORPORATION

39.57%

Shares40.1K

Event2026-03-31

Filed2026-04-08

ALC

ALCON AG

29.24%

Shares12.0K

Event2026-03-31

Filed2026-04-08

CMI

CUMMINS INC

9.62%

Shares1.7K

Event2026-03-31

Filed2026-04-08

WISDOMTREE TR

1.24%

Shares29.1K

Event2026-03-31

Filed2026-04-08

PJUL

INNOVATOR ETFS TRUST

31.40%

Shares19.7K

Event2026-03-31

Filed2026-04-08

CGGO

CAPITAL GROUP GBL GROWTH EQT

5.14%

Shares27.0K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

-0.97%

Shares3.0K

Event2026-03-31

Filed2026-04-08

ENFR

ALPS ETF TR

3.15%

Shares23.4K

Event2026-03-31

Filed2026-04-08

QQMG

INVESCO EXCH TRADED FD TR II

9.24%

Shares22.4K

Event2026-03-31

Filed2026-04-08

BUCK

SIMPLIFY EXCHANGE TRADED FUN

17.27%

Shares37.6K

Event2026-03-31

Filed2026-04-08

RAFE

PIMCO EQUITY SER

-0.20%

Shares21.0K

Event2026-03-31

Filed2026-04-08

MBSF

VALUED ADVISERS TR

9.01%

Shares34.1K

Event2026-03-31

Filed2026-04-08

BTAL

AGF INVTS TR

61.24%

Shares62.1K

Event2026-03-31

Filed2026-04-08

ROYAL BK CDA

-1.39%

Shares5.3K

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

14.54%

Shares6.6K

Event2026-03-31

Filed2026-04-08

RGLD

ROYAL GOLD INC

-15.64%

Shares3.4K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

NETL Call CallETF SER SOLUTIONS10.0K sharesnew addition2026-03-312026-04-08

NETL Call

ETF SER SOLUTIONS

New

Shares10.0K

Event2026-03-31

Filed2026-04-08

Put Option Holdings

LLY Put PutELI LILLY & CO5.8K sharesnew addition2026-03-312026-04-08

AAPL Put PutAPPLE INC11.5K sharesnew addition2026-03-312026-04-08

LLY Put

ELI LILLY & CO

New

Shares5.8K

Event2026-03-31

Filed2026-04-08

AAPL Put

APPLE INC

New

Shares11.5K

Event2026-03-31

Filed2026-04-08