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The Analysis of FAS Wealth Partners, Inc.'s Holdings & P&L

Currently, FAS Wealth Partners, Inc. holds 508 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in PTRB (+160.6K shares, valued at $6.7M), VT (+43.5K shares, valued at $6.0M), TOTL (+120.5K shares, valued at $4.8M); decreased their positions in HON (-11.4K shares, valued at $2.6M), N/A (-11.2K shares, valued at $2.4M), AVIV (-27.2K shares, valued at $2.0M); initiated new positions in ROK (+5.9K shares, valued at $2.1M), N/A (+4.4K shares, valued at $377.7K), MU (+996 shares, valued at $336.5K).

1M P&L

+25.7M+1.68%

3M P&L

-11.5M-0.73%

HY P&L

+30.1M+1.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.0B

71.5%

2Consumer Electronics39.1M

2.7%

3Semiconductors33.8M

2.4%

Top Industries by Stock Count

1N/A313 stocks

65.6%

2Semiconductors8 stocks

1.7%

3Drug Manufacturers - General7 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T477.9K shares4.19%2026-03-312026-06-10

JEPI J P MORGAN EXCHANGE TRADED F1.5M shares-1.45%2026-03-312026-06-10

ILCG ISHARES TR592.9K shares1.06%2026-03-312026-06-10

AVLV AMERICAN CENTY ETF TR682.2K shares0.20%2026-03-312026-06-10

MDYV SPDR SERIES TRUST625.2K shares2.35%2026-03-312026-06-10

EFG ISHARES TR464.2K shares1.44%2026-03-312026-06-10

MDYG SPDR SERIES TRUST507.7K shares2.10%2026-03-312026-06-10

AAPL APPLE INC153.9K shares3.14%2026-03-312026-06-10

Sponsored

SLYG SPDR SERIES TRUST343.0K shares3.63%2026-03-312026-06-10

PTRB PGIM ETF TR791.1K shares25.48%2026-03-312026-06-10

SCHV SCHWAB STRATEGIC TR1.1M shares-2.86%2026-03-312026-06-10

NVDA NVIDIA CORPORATION157.4K shares6.66%2026-03-312026-06-10

TOTL SSGA ACTIVE ETF TR541.8K shares28.59%2026-03-312026-06-10

IVW ISHARES TR171.8K shares-3.68%2026-03-312026-06-10

EFV ISHARES TR261.3K shares-3.10%2026-03-312026-06-10

SCHM SCHWAB STRATEGIC TR627.2K shares3.78%2026-03-312026-06-10

Sponsored

VIG VANGUARD SPECIALIZED FUNDS90.2K shares0.27%2026-03-312026-06-10

JCPB J P MORGAN EXCHANGE TRADED F410.5K shares20.89%2026-03-312026-06-10

AVIV AMERICAN CENTY ETF TR243.4K shares-10.05%2026-03-312026-06-10

MSFT MICROSOFT CORP49.1K shares3.14%2026-03-312026-06-10

ALPHABET INC ALPHABET INC61.5K shares13.67%2026-03-312026-06-10

AVLC AMERICAN CENTY ETF TR223.8K shares2.35%2026-03-312026-06-10

AVSC AMERICAN CENTY ETF TR277.4K shares1.98%2026-03-312026-06-10

AMZN AMAZON COM INC80.7K shares2.09%2026-03-312026-06-10

Sponsored

KEMX KRANESHARES TRUST413.9K shares-7.11%2026-03-312026-06-10

SLYV SPDR SERIES TRUST177.0K shares1.35%2026-03-312026-06-10

BROADCOM INC BROADCOM INC50.1K shares-4.08%2026-03-312026-06-10

AVDE AMERICAN CENTY ETF TR176.7K shares0.95%2026-03-312026-06-10

AVUV AMERICAN CENTY ETF TR128.4K shares4.97%2026-03-312026-06-10

GLD SPDR GOLD TR32.2K shares29.57%2026-03-312026-06-10

CORT CORCEPT THERAPEUTICS INC322.4K shares3.98%2026-03-312026-06-10

JPM JPMORGAN CHASE & CO43.5K shares4.30%2026-03-312026-06-10

Sponsored

HDV ISHARES TR89.7K shares-0.43%2026-03-312026-06-10

WMT WALMART INC95.9K shares1.31%2026-03-312026-06-10

XOM EXXON MOBIL CORP69.6K shares8.24%2026-03-312026-06-10

META META PLATFORMS INC20.0K shares5.20%2026-03-312026-06-10

IDV ISHARES TR255.9K shares-2.39%2026-03-312026-06-10

SPY STATE STR SPDR S&P 500 ETF T16.4K shares6.79%2026-03-312026-06-10

FNDF SCHWAB STRATEGIC TR213.0K shares-4.77%2026-03-312026-06-10

SCHG SCHWAB STRATEGIC TR355.4K shares-4.89%2026-03-312026-06-10

Sponsored

CVX CHEVRON CORPORATION47.7K shares2.35%2026-03-312026-06-10

CAT CATERPILLAR INC13.8K shares-13.50%2026-03-312026-06-10

JNJ JOHNSON & JOHNSON39.6K shares-9.53%2026-03-312026-06-10

LLY ELI LILLY & CO10.4K shares3.48%2026-03-312026-06-10

FLTR VANECK ETF TRUST365.0K shares5.78%2026-03-312026-06-10

OUNZ VANECK MERK GOLD ETF202.5K shares37.47%2026-03-312026-06-10

REGL PROSHARES TR104.1K shares4.36%2026-03-312026-06-10

IVE ISHARES TR42.5K shares1.81%2026-03-312026-06-10

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP37.3K shares-23.10%2026-03-312026-06-10

DON WISDOMTREE TR147.8K shares3.95%2026-03-312026-06-10

TSLA TESLA INC20.0K shares44.69%2026-03-312026-06-10

COST COSTCO WHOLESALE CORPORATION7.4K shares1.42%2026-03-312026-06-10

IVV ISHARES TR11.2K shares-2.12%2026-03-312026-06-10

ALPHABET INC ALPHABET INC24.2K shares-0.72%2026-03-312026-06-10

VT VANGUARD INTL EQUITY INDEX F49.0K shares782.29%2026-03-312026-06-10

USMV ISHARES TR72.4K shares-2.94%2026-03-312026-06-10

Sponsored

ANGL VANECK ETF TRUST233.6K shares0.51%2026-03-312026-06-10

ABBV ABBVIE INC30.6K shares3.60%2026-03-312026-06-10

ARCB ARCBEST CORP62.9K shares0.00%2026-03-312026-06-10

VOE VANGUARD INDEX FDS32.4K shares-2.53%2026-03-312026-06-10

ITOT ISHARES TR40.9K shares-0.21%2026-03-312026-06-10

VANGUARD INDEX FDS VANGUARD INDEX FDS9.6K shares2.99%2026-03-312026-06-10

EATON CORP PLC EATON CORP PLC15.9K shares4.18%2026-03-312026-06-10

BKDV BNY MELLON ETF TRUST II186.7K shares83.77%2026-03-312026-06-10

Sponsored

PLTR PALANTIR TECHNOLOGIES INC36.4K shares-19.54%2026-03-312026-06-10

VTI VANGUARD INDEX FDS16.3K shares-4.72%2026-03-312026-06-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW39.3K shares3.48%2026-03-312026-06-10

NEE NEXTERA ENERGY INC54.9K shares4.43%2026-03-312026-06-10

MS MORGAN STANLEY30.5K shares4.49%2026-03-312026-06-10

IEMG ISHARES INC71.4K shares-6.10%2026-03-312026-06-10

MERCK & CO INC MERCK & CO INC40.7K shares3.23%2026-03-312026-06-10

CME CME GROUP INC16.6K shares8.06%2026-03-312026-06-10

Sponsored

HD HOME DEPOT INC14.8K shares2.79%2026-03-312026-06-10

TAXF AMERICAN CENTY ETF TR96.9K shares9.99%2026-03-312026-06-10

TPYP TORTOISE CAPITAL SERIES TRUS110.7K shares1.56%2026-03-312026-06-10

TRV TRAVELERS COMPANIES INC16.1K shares4.67%2026-03-312026-06-10

IEFA ISHARES TR51.4K shares-0.23%2026-03-312026-06-10

V VISA INC15.3K shares5.16%2026-03-312026-06-10

VEU VANGUARD INTL EQUITY INDEX F61.3K shares3844.47%2026-03-312026-06-10

DVY ISHARES TR30.2K shares-4.28%2026-03-312026-06-10

Sponsored

ASTS AST SPACEMOBILE INC54.0K shares0.22%2026-03-312026-06-10

PG PROCTER & GAMBLE CO30.9K shares-0.54%2026-03-312026-06-10

JEPQ J P MORGAN EXCHANGE TRADED F79.7K shares3.03%2026-03-312026-06-10

IWM ISHARES TR17.6K shares0.20%2026-03-312026-06-10

JAAA JANUS DETROIT STR TR86.2K shares6.62%2026-03-312026-06-10

GRMN GARMIN LTD18.7K shares1.78%2026-03-312026-06-10

AMGN AMGEN INC12.1K shares7.72%2026-03-312026-06-10

UNP UNION PAC CORP17.4K shares2.26%2026-03-312026-06-10

Sponsored

IMTM ISHARES TR84.5K shares-1.24%2026-03-312026-06-10

BA BOEING CO20.2K shares37.35%2026-03-312026-06-10

FDX FEDEX CORP11.1K shares5.65%2026-03-312026-06-10

VBR VANGUARD INDEX FDS16.9K shares-0.62%2026-03-312026-06-10

IJR ISHARES TR29.4K shares-2.41%2026-03-312026-06-10

VIGI VANGUARD WHITEHALL FDS40.9K shares-1.21%2026-03-312026-06-10

CSCO CISCO SYS INC46.6K shares195.65%2026-03-312026-06-10

TXN TEXAS INSTRS INC18.5K shares-0.29%2026-03-312026-06-10

Sponsored

IWF ISHARES TR8.3K shares-0.19%2026-03-312026-06-10

PFG PRINCIPAL FINANCIAL GROUP IN38.7K shares4.91%2026-03-312026-06-10

SO SOUTHERN CO36.1K shares3.74%2026-03-312026-06-10

PLD PROLOGIS INC.26.3K shares4.96%2026-03-312026-06-10

CALUMET INC CALUMET INC96.3K shares0.00%2026-03-312026-06-10

SBUX STARBUCKS CORP38.4K shares-0.66%2026-03-312026-06-10

LNG CHENIERE ENERGY INC11.8K shares1.80%2026-03-312026-06-10

LUV SOUTHWEST AIRLS CO89.2K shares2.85%2026-03-312026-06-10

Sponsored

EFA ISHARES TR33.4K shares-5.03%2026-03-312026-06-10

BLACKSTONE INC BLACKSTONE INC28.1K shares9.75%2026-03-312026-06-10

JPST J P MORGAN EXCHANGE TRADED F61.5K shares-5.76%2026-03-312026-06-10

UNH UNITEDHEALTH GROUP INC11.3K shares270.66%2026-03-312026-06-10

SLB SLB LIMITED59.3K shares1.20%2026-03-312026-06-10

IWS ISHARES TR20.7K shares-0.49%2026-03-312026-06-10

IWR ISHARES TR30.3K shares1.53%2026-03-312026-06-10

MCD MCDONALDS CORP9.5K shares1.45%2026-03-312026-06-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR5.1K shares53.55%2026-03-312026-06-10

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-06-10

VBK VANGUARD INDEX FDS9.2K shares1.10%2026-03-312026-06-10

BAC BANK AMERICA CORP55.0K shares-2.28%2026-03-312026-06-10

HTGC HERCULES CAPITAL INC180.8K shares-1.09%2026-03-312026-06-10

SCHE SCHWAB STRATEGIC TR80.2K shares-6.33%2026-03-312026-06-10

DHR DANAHER CORP DEL13.6K shares10.19%2026-03-312026-06-10

ISRG INTUITIVE SURGICAL INC5.3K shares0.99%2026-03-312026-06-10

Sponsored

IJH ISHARES TR35.6K shares-1.78%2026-03-312026-06-10

IBB ISHARES TR13.8K shares-2.40%2026-03-312026-06-10

SCHB SCHWAB STRATEGIC TR90.8K shares-17.15%2026-03-312026-06-10

IWD ISHARES TR10.6K shares0.85%2026-03-312026-06-10

HYD VANECK ETF TRUST44.6K shares1.86%2026-03-312026-06-10

PSQA PALMER SQUARE FUNDS TR109.3K shares473.73%2026-03-312026-06-10

AOR ISHARES TR34.4K shares-31.08%2026-03-312026-06-10

IWN ISHARES TR11.6K shares-1.26%2026-03-312026-06-10

Sponsored

ROK ROCKWELL AUTOMATION INC5.9K sharesnew addition2026-03-312026-06-10

COP CONOCOPHILLIPS15.3K shares-0.94%2026-03-312026-06-10

VYM VANGUARD WHITEHALL FDS13.5K shares-0.24%2026-03-312026-06-10

REET ISHARES TR78.6K shares0.98%2026-03-312026-06-10

MUB ISHARES TR18.6K shares-6.22%2026-03-312026-06-10

SCHX SCHWAB STRATEGIC TR76.8K shares-9.88%2026-03-312026-06-10

VDE VANGUARD WORLD FD11.3K shares0.03%2026-03-312026-06-10

LMT LOCKHEED MARTIN CORP3.1K shares3.95%2026-03-312026-06-10

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.6K shares1.14%2026-03-312026-06-10

DFUS DIMENSIONAL ETF TRUST25.2K shares0.19%2026-03-312026-06-10

PHYS SPROTT ASSET MANAGEMENT LP50.3K shares0.00%2026-03-312026-06-10

DFUV DIMENSIONAL ETF TRUST36.2K shares-12.11%2026-03-312026-06-10

VOT VANGUARD INDEX FDS6.8K shares1.25%2026-03-312026-06-10

MFSM MFS ACTIVE EXCHANGE TRADED F67.7K shares5.06%2026-03-312026-06-10

SPRY ARS PHARMACEUTICALS INC205.4K shares1.48%2026-03-312026-06-10

RAAX VANECK ETF TRUST40.2K shares83.28%2026-03-312026-06-10

Sponsored

RTX RTX CORPORATION8.5K shares4.09%2026-03-312026-06-10

SCHF SCHWAB STRATEGIC TR65.8K shares-8.92%2026-03-312026-06-10

KLAC KLA CORP1.1K shares1.57%2026-03-312026-06-10

EMLP FIRST TR EXCHANGE-TRADED FD34.0K shares15.36%2026-03-312026-06-10

KO COCA COLA CO19.1K shares3.68%2026-03-312026-06-10

IWP ISHARES TR11.0K shares-0.90%2026-03-312026-06-10

IJS ISHARES TR11.8K shares0.13%2026-03-312026-06-10

FPE FIRST TR EXCH TRADED FD III78.3K shares0.43%2026-03-312026-06-10

Sponsored

MARB FIRST TR EXCH TRADED FD III66.6K shares64.90%2026-03-312026-06-10

NET CLOUDFLARE INC6.7K shares4.43%2026-03-312026-06-10

VV VANGUARD INDEX FDS4.3K shares-3.27%2026-03-312026-06-10

WM WASTE MGMT INC DEL5.6K shares-0.21%2026-03-312026-06-10

JMUB J P MORGAN EXCHANGE TRADED F24.8K shares2.19%2026-03-312026-06-10

NFLX NETFLIX INC.12.1K shares2.71%2026-03-312026-06-10

SEB SEABOARD CORP DEL205 shares0.00%2026-03-312026-06-10

XLK SELECT SECTOR SPDR TR8.5K shares34.27%2026-03-312026-06-10

Sponsored

IJJ ISHARES TR8.5K shares0.33%2026-03-312026-06-10

SCHD SCHWAB STRATEGIC TR36.2K shares0.28%2026-03-312026-06-10

VEA VANGUARD TAX-MANAGED FDS17.0K shares-0.33%2026-03-312026-06-10

PSX PHILLIPS 666.0K shares-2.87%2026-03-312026-06-10

CAH CARDINAL HEALTH INC5.1K shares0.24%2026-03-312026-06-10

VYMI VANGUARD WHITEHALL FDS11.2K shares-0.49%2026-03-312026-06-10

USB US BANCORP20.0K shares0.94%2026-03-312026-06-10

IWO ISHARES TR3.2K shares4.56%2026-03-312026-06-10

Sponsored

DE DEERE & CO1.8K shares7.14%2026-03-312026-06-10

XLE SELECT SECTOR SPDR TR16.4K shares7.30%2026-03-312026-06-10

T AT&T INC34.3K shares1.32%2026-03-312026-06-10

ORCL ORACLE CORP6.5K shares7.05%2026-03-312026-06-10

CBSH COMMERCE BANCSHARES INC19.2K shares19.25%2026-03-312026-06-10

VO VANGUARD INDEX FDS3.2K shares13.54%2026-03-312026-06-10

JMST J P MORGAN EXCHANGE TRADED F18.2K shares-4.68%2026-03-312026-06-10

VZ VERIZON COMMUNICATIONS INC18.4K shares1.23%2026-03-312026-06-10

Sponsored

SCHA SCHWAB STRATEGIC TR31.6K shares0.45%2026-03-312026-06-10

BLACKROCK INC BLACKROCK INC938 shares13.42%2026-03-312026-06-10

HON HONEYWELL INTL INC3.9K shares-74.31%2026-03-312026-06-10

IYW ISHARES TR4.9K shares-0.02%2026-03-312026-06-10

GE AEROSPACE GE AEROSPACE3.1K shares0.88%2026-03-312026-06-10

INTC INTEL CORP19.4K shares-1.37%2026-03-312026-06-10

AVUS AMERICAN CENTY ETF TR7.6K shares1.27%2026-03-312026-06-10

EVRG EVERGY INC10.2K shares77.48%2026-03-312026-06-10

Sponsored

SGOV ISHARES TR8.3K shares-8.97%2026-03-312026-06-10

PEP PEPSICO INC5.3K shares-25.00%2026-03-312026-06-10

SMB VANECK ETF TRUST47.4K shares-1.04%2026-03-312026-06-10

UNM UNUM GROUP11.2K shares0.63%2026-03-312026-06-10

WSO WATSCO INC2.2K shares0.00%2026-03-312026-06-10

WSO.B WATSCO INC2.2K shares0.00%2026-03-312026-06-10

CTEV CLARITEV CORPORATION46.5K shares49.46%2026-03-312026-06-10

ETFS GOLD TR ETFS GOLD TR17.0K shares-1.12%2026-03-312026-06-10

Sponsored

PFF ISHARES TR24.9K shares0.56%2026-03-312026-06-10

MCK MCKESSON CORP870 shares0.00%2026-03-312026-06-10

MDY STATE STR SPDR S&P MIDCAP 401.2K shares0.08%2026-03-312026-06-10

BMY BRISTOL-MYERS SQUIBB CO12.4K shares2.14%2026-03-312026-06-10

WFC WELLS FARGO & CO9.3K shares2.42%2026-03-312026-06-10

WMB WILLIAMS COS INC10.1K shares4.26%2026-03-312026-06-10

NOBL PROSHARES TR6.9K shares-0.30%2026-03-312026-06-10

ET ENERGY TRANSFER L P37.5K shares1.23%2026-03-312026-06-10

Sponsored

ORLY OREILLY AUTOMOTIVE INC7.7K shares-11.13%2026-03-312026-06-10

MGK VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-06-10

VGT VANGUARD WORLD FD954 shares3.02%2026-03-312026-06-10

VTV VANGUARD INDEX FDS3.3K shares-5.11%2026-03-312026-06-10

HODL VANECK BITCOIN ETF33.9K shares5.07%2026-03-312026-06-10

SHEL SHELL PLC6.8K shares0.00%2026-03-312026-06-10

VB VANGUARD INDEX FDS2.4K shares-1.42%2026-03-312026-06-10

IJT ISHARES TR4.4K shares0.11%2026-03-312026-06-10

Sponsored

IBIT ISHARES BITCOIN TRUST ETF16.2K shares-19.82%2026-03-312026-06-10

VUG VANGUARD INDEX FDS1.4K shares-4.11%2026-03-312026-06-10

CRM SALESFORCE INC3.3K shares35.02%2026-03-312026-06-10

TJX TJX COS INC NEW3.8K shares3.21%2026-03-312026-06-10

DIS DISNEY WALT CO6.3K shares-4.60%2026-03-312026-06-10

VNQ VANGUARD INDEX FDS6.8K shares18.33%2026-03-312026-06-10

IWB ISHARES TR1.6K shares12.54%2026-03-312026-06-10

MBB ISHARES TR6.0K shares4.66%2026-03-312026-06-10

Sponsored

MA MASTERCARD INCORPORATED1.1K shares-14.70%2026-03-312026-06-10

UMBF UMB FINL CORP5.0K shares-0.06%2026-03-312026-06-10

SDY SPDR SERIES TRUST3.8K shares-4.69%2026-03-312026-06-10

EPD ENTERPRISE PRODS PARTNERS L14.5K shares-0.41%2026-03-312026-06-10

SCHZ SCHWAB STRATEGIC TR23.6K shares-5.71%2026-03-312026-06-10

OKE ONEOK INC NEW6.1K shares2.07%2026-03-312026-06-10

EMR EMERSON ELEC CO4.1K shares1.52%2026-03-312026-06-10

ABT ABBOTT LABORATORIES5.3K shares0.59%2026-03-312026-06-10

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD5.7K shares-4.39%2026-03-312026-06-10

GLTR ABRDN PRECIOUS METALS BASKET2.4K shares-23.20%2026-03-312026-06-10

AGG ISHARES TR5.3K shares-18.33%2026-03-312026-06-10

SHOP SHOPIFY INC4.4K shares0.00%2026-03-312026-06-10

GS GOLDMAN SACHS GROUP INC611 shares2.86%2026-03-312026-06-10

CL COLGATE PALMOLIVE CO6.0K shares9.94%2026-03-312026-06-10

VHT VANGUARD WORLD FD1.8K shares0.16%2026-03-312026-06-10

EFAV ISHARES TR5.4K shares0.00%2026-03-312026-06-10

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GEV GE VERNOVA INC562 shares5.05%2026-03-312026-06-10

KR KROGER CO6.8K shares2.65%2026-03-312026-06-10

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.79%2026-03-312026-06-10

PFE PFIZER INC17.0K shares0.80%2026-03-312026-06-10

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.77%2026-03-312026-06-10

CITIGROUP INC CITIGROUP INC4.1K shares2.42%2026-03-312026-06-10

FEX FIRST TR EXCHANGE-TRADED ALP3.8K shares0.00%2026-03-312026-06-10

BSX BOSTON SCIENTIFIC CORP7.3K shares0.15%2026-03-312026-06-10

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LOW LOWES COS INC1.9K shares12.72%2026-03-312026-06-10

IDEV ISHARES TR5.4K shares0.89%2026-03-312026-06-10

RZG INVESCO EXCHANGE TRADED FD T7.9K shares0.14%2026-03-312026-06-10

VTWV VANGUARD SCOTTSDALE FDS2.7K shares0.38%2026-03-312026-06-10

ACWV ISHARES INC3.7K shares-14.53%2026-03-312026-06-10

MMC MARSH & MCLENNAN COS INC2.5K shares30.71%2026-03-312026-06-10

ECL ECOLAB INC1.6K shares0.31%2026-03-312026-06-10

NSC NORFOLK SOUTHN CORP1.5K shares-0.20%2026-03-312026-06-10

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PM PHILIP MORRIS INTL INC2.6K shares-1.38%2026-03-312026-06-10

TMO THERMO FISHER SCIENTIFIC INC849 shares1.19%2026-03-312026-06-10

TLH ISHARES TR4.1K shares15.84%2026-03-312026-06-10

ADI ANALOG DEVICES INC1.3K shares2.77%2026-03-312026-06-10

BSV VANGUARD BD INDEX FDS5.3K shares-11.03%2026-03-312026-06-10

MOAT VANECK ETF TRUST4.3K shares10.98%2026-03-312026-06-10

LMB LIMBACH HLDGS INC5.3K shares22.25%2026-03-312026-06-10

AMD ADVANCED MICRO DEVICES INC2.0K shares10.23%2026-03-312026-06-10

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NEM NEWMONT CORP3.7K shares3.84%2026-03-312026-06-10

PANW PALO ALTO NETWORKS INC2.5K shares-15.54%2026-03-312026-06-10

EZET FRANKLIN ETHEREUM TR24.8K shares-28.53%2026-03-312026-06-10

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC4.4K sharesnew addition2026-03-312026-06-10

PAYX PAYCHEX INC4.0K shares55.22%2026-03-312026-06-10

CB CHUBB LTD SWITZ1.1K shares1.42%2026-03-312026-06-10

HCA HCA HEALTHCARE INC778 shares-31.75%2026-03-312026-06-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.09%2026-03-312026-06-10

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PRU PRUDENTIAL FINL INC3.7K shares-12.94%2026-03-312026-06-10

JKHY HENRY JACK & ASSOC INC2.3K shares0.27%2026-03-312026-06-10

IJK ISHARES TR3.5K shares0.63%2026-03-312026-06-10

CLX CLOROX CO DEL3.4K shares26.15%2026-03-312026-06-10

VWO VANGUARD INTL EQUITY INDEX F6.5K shares2.39%2026-03-312026-06-10

LINDE PLC LINDE PLC693 shares0.14%2026-03-312026-06-10

F FORD MTR CO29.4K shares-21.66%2026-03-312026-06-10

FIX COMFORT SYS USA INC245 shares0.00%2026-03-312026-06-10

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AIQ GLOBAL X FDS7.2K shares0.10%2026-03-312026-06-10

MU MICRON TECHNOLOGY INC996 sharesnew addition2026-03-312026-06-10

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NKE NIKE INC6.1K shares4.25%2026-03-312026-06-10

TGT TARGET CORP2.6K shares-3.23%2026-03-312026-06-10

KMI KINDER MORGAN INC DEL9.5K shares-13.38%2026-03-312026-06-10

NUE NUCOR CORP1.9K shares-4.76%2026-03-312026-06-10

AMT AMERICAN TOWER CORP1.8K shares23.68%2026-03-312026-06-10

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ACWI ISHARES TR2.2K shares0.92%2026-03-312026-06-10

VIOV VANGUARD ADMIRAL FDS INC3.0K shares0.17%2026-03-312026-06-10

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares-10.27%2026-03-312026-06-10

PAVE GLOBAL X FDS5.9K shares0.63%2026-03-312026-06-10

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DRAFTKINGS INC NEW DRAFTKINGS INC NEW13.8K shares13.56%2026-03-312026-06-10

ARCC ARES CAPITAL CORP16.4K shares0.38%2026-03-312026-06-10

RCL ROYAL CARIBBEAN GROUP1.1K shares0.00%2026-03-312026-06-10

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.4K shares-8.12%2026-03-312026-06-10

PCG PG&E CORP16.6K shares1.30%2026-03-312026-06-10

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2026-03-312026-06-10

NBIS NEBIUS GROUP N.V.2.7K sharesnew addition2026-03-312026-06-10

QCOM QUALCOMM INC2.2K shares-1.66%2026-03-312026-06-10

RY ROYAL BK CDA1.7K shares0.06%2026-03-312026-06-10

EIX EDISON INTL3.8K sharesnew addition2026-03-312026-06-10

CSX CSX CORP6.8K shares-2.07%2026-03-312026-06-10

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NOC NORTHROP GRUMMAN CORP408 shares13.97%2026-03-312026-06-10

FNX FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2026-03-312026-06-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares29.82%2026-03-312026-06-10

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-06-10

IYE ISHARES TR4.2K shares0.43%2026-03-312026-06-10

TWLO TWILIO INC2.1K shares12.50%2026-03-312026-06-10

FNDX SCHWAB STRATEGIC TR9.5K shares-0.87%2026-03-312026-06-10

UTF COHEN & STEERS INFRASTRUCTUR10.2K shares0.00%2026-03-312026-06-10

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SCHW SCHWAB CHARLES CORP2.8K shares7.00%2026-03-312026-06-10

TER TERADYNE INC881 sharesnew addition2026-03-312026-06-10

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GILD GILEAD SCIENCES INC1.8K sharesnew addition2026-03-312026-06-10

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VSS VANGUARD INTL EQUITY INDEX F1.7K shares-2.65%2026-03-312026-06-10

EME EMCOR GROUP INC339 shares1.19%2026-03-312026-06-10

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AEP AMERICAN ELEC PWR CO INC1.9K shares3.76%2026-03-312026-06-10

SLV ISHARES SILVER TR3.6K shares-49.54%2026-03-312026-06-10

FTI TECHNIPFMC PLC3.5K sharesnew addition2026-03-312026-06-10

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MDLZ MONDELEZ INTL INC4.2K shares-2.59%2026-03-312026-06-10

ABNB AIRBNB INC1.9K shares0.00%2026-03-312026-06-10

SPXC SPX TECHNOLOGIES INC1.2K shares0.00%2026-03-312026-06-10

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CMG CHIPOTLE MEXICAN GRILL INC7.6K shares-82.37%2026-03-312026-06-10

GWW WW GRAINGER INC218 shares-1.36%2026-03-312026-06-10

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BKNG BOOKING HOLDINGS INC55 sharesnew addition2026-03-312026-06-10

THE CIGNA GROUP THE CIGNA GROUP866 sharesnew addition2026-03-312026-06-10

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SOFI SOFI TECHNOLOGIES INC14.4K shares0.00%2026-03-312026-06-10

SPGI S&P GLOBAL INC532 sharesnew addition2026-03-312026-06-10

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TEVA TEVA PHARMACEUTICAL INDS LTD7.2K shares1.41%2026-03-312026-06-10

LOUP INNOVATOR ETFS TRUST3.1K shares-5.99%2026-03-312026-06-10

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2026-03-312026-06-10

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING18.8K shares-6.93%2026-03-312026-06-10

SPC TRUST FOR PROFESSIONAL MANAG10.8K shares0.00%2026-03-312026-06-10

TMUS T-MOBILE US INC994 shares-26.26%2026-03-312026-06-10

ISHARES GOLD TR ISHARES GOLD TR2.3K sharesnew addition2026-03-312026-06-10

FCX FREEPORT MCMORAN INC3.5K sharesnew addition2026-03-312026-06-10

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AVMU AMERICAN CENTY ETF TR4.5K shares0.61%2026-03-312026-06-10

GSK PLC GSK PLC3.7K sharesnew addition2026-03-312026-06-10

CASY CASEYS GEN STORES INC279 sharesnew addition2026-03-312026-06-10

MEDTRONIC PLC MEDTRONIC PLC2.3K shares-34.75%2026-03-312026-06-10

MGV VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-06-10

MTUM ISHARES TR802 shares-18.74%2026-03-312026-06-10

URTH ISHARES INC1.1K shares0.00%2026-03-312026-06-10

VPU VANGUARD WORLD FD958 shares487.73%2026-03-312026-06-10

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ITA ISHARES TR797 shares9.18%2026-03-312026-06-10

SPYG SPDR SERIES TRUST1.7K shares7.41%2026-03-312026-06-10

CNH CNH INDL N V14.6K shares25.64%2026-03-312026-06-10

EEM ISHARES TR2.7K shares5.46%2026-03-312026-06-10

FXZ FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-06-10

EMXC ISHARES INC1.9K shares-0.27%2026-03-312026-06-10

PLUG PLUG PWR INC60.4K shares-0.25%2026-03-312026-06-10

CLOI VANECK ETF TRUST2.4K shares38.81%2026-03-312026-06-10

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MLPA GLOBAL X FDS2.3K shares1.93%2026-03-312026-06-10

SOXX ISHARES TR375 shares-10.71%2026-03-312026-06-10

LUMN LUMEN TECHNOLOGIES INC17.7K shares-0.16%2026-03-312026-06-10

ISTB ISHARES TR2.5K shares-22.87%2026-03-312026-06-10

FV FIRST TR EXCHANGE TRADED FD2.0K shares0.05%2026-03-312026-06-10

IDU ISHARES TR980 shares0.00%2026-03-312026-06-10

BSCT INVESCO EXCH TRD SLF IDX FD6.0K shares1.09%2026-03-312026-06-10

BSCS INVESCO EXCH TRD SLF IDX FD5.5K shares1.09%2026-03-312026-06-10

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EUSA ISHARES INC1.1K shares0.00%2026-03-312026-06-10

FTXN FIRST TR EXCHANGE TRADED FD2.7K shares0.33%2026-03-312026-06-10

XLC SELECT SECTOR SPDR TR930 shares1560.71%2026-03-312026-06-10

XBI SPDR SERIES TRUST805 shares0.00%2026-03-312026-06-10

IHI ISHARES TR1.9K shares0.00%2026-03-312026-06-10

PICK ISHARES INC1.7K shares0.00%2026-03-312026-06-10

XLI SELECT SECTOR SPDR TR545 shares-46.57%2026-03-312026-06-10

NLR VANECK ETF TRUST657 shares0.00%2026-03-312026-06-10

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SPGM SPDR INDEX SHS FDS1.2K shares0.00%2026-03-312026-06-10

QUAL ISHARES TR442 shares-1.78%2026-03-312026-06-10

VLUE ISHARES TR584 shares3.00%2026-03-312026-06-10

XAR SPDR SERIES TRUST326 shares0.31%2026-03-312026-06-10

DGRO ISHARES TR1.1K shares-4.88%2026-03-312026-06-10

IUSG ISHARES TR510 shares89.59%2026-03-312026-06-10

VMBS VANGUARD SCOTTSDALE FDS1.6K shares0.62%2026-03-312026-06-10

TLT ISHARES TR839 shares7.15%2026-03-312026-06-10

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VCR VANGUARD WORLD FD191 shares0.00%2026-03-312026-06-10

IGV ISHARES TR850 shares0.00%2026-03-312026-06-10

DSI ISHARES TR551 shares-2.30%2026-03-312026-06-10

GOVT ISHARES TR2.9K shares-10.74%2026-03-312026-06-10

IXUS ISHARES TR762 shares-5.58%2026-03-312026-06-10

SKYY FIRST TR EXCHANGE-TRADED FD585 shares333.33%2026-03-312026-06-10

RWO SPDR INDEX SHS FDS1.4K shares-0.22%2026-03-312026-06-10

SLQT SELECTQUOTE INC97.6K shares0.09%2026-03-312026-06-10

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RSPN INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-03-312026-06-10

PTON PELOTON INTERACTIVE INC12.7K shares0.00%2026-03-312026-06-10

URA GLOBAL X FDS1.1K shares0.00%2026-03-312026-06-10

MDXHEALTH SA MDXHEALTH SA22.6K shares0.00%2026-03-312026-06-10

XLV SELECT SECTOR SPDR TR354 shares11.32%2026-03-312026-06-10

PSQO PALMER SQUARE FUNDS TR2.5K shares-7.78%2026-03-312026-06-10

ESGD ISHARES TR530 shares-3.46%2026-03-312026-06-10

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SMDV PROSHARES TR731 shares0.55%2026-03-312026-06-10

FNDA SCHWAB STRATEGIC TR1.5K shares0.13%2026-03-312026-06-10

HYG ISHARES TR604 shares231.87%2026-03-312026-06-10

RSPT INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-06-10

FXR FIRST TR EXCHANGE-TRADED FD586 shares0.17%2026-03-312026-06-10

FXL FIRST TR EXCHANGE-TRADED FD292 shares0.00%2026-03-312026-06-10

IUSB ISHARES TR942 shares-5.23%2026-03-312026-06-10

IGSB ISHARES TR800 sharesnew addition2026-03-312026-06-10

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IGM ISHARES TR351 shares0.29%2026-03-312026-06-10

VIS VANGUARD WORLD FD133 sharesnew addition2026-03-312026-06-10

FTXR FIRST TR EXCHANGE TRADED FD1.1K shares0.09%2026-03-312026-06-10

XJH ISHARES TR895 shares0.11%2026-03-312026-06-10

SPYM SPDR SERIES TRUST525 shares-25.64%2026-03-312026-06-10

VOOG VANGUARD ADMIRAL FDS INC95 shares2275.00%2026-03-312026-06-10

XLB SELECT SECTOR SPDR TR755 shares0.53%2026-03-312026-06-10

VDC VANGUARD WORLD FD166 shares8.50%2026-03-312026-06-10

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EZU ISHARES INC583 shares0.00%2026-03-312026-06-10

SPTM SPDR SERIES TRUST451 shares0.00%2026-03-312026-06-10

FNDE SCHWAB STRATEGIC TR931 shares0.00%2026-03-312026-06-10

DFIS DIMENSIONAL ETF TRUST1.0K shares530.91%2026-03-312026-06-10

EWW ISHARES INC460 shares0.00%2026-03-312026-06-10

DWX SPDR INDEX SHS FDS757 shares0.40%2026-03-312026-06-10

BND VANGUARD BD INDEX FDS442 shares-2.64%2026-03-312026-06-10

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BIV VANGUARD BD INDEX FDS417 shares2.71%2026-03-312026-06-10

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VONG VANGUARD SCOTTSDALE FDS283 shares0.00%2026-03-312026-06-10

SUSA ISHARES TR220 shares0.46%2026-03-312026-06-10

MOO VANECK ETF TRUST342 shares0.00%2026-03-312026-06-10

SMH VANECK ETF TRUST75 shares0.00%2026-03-312026-06-10

IUSV ISHARES TR281 sharesnew addition2026-03-312026-06-10

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VXF VANGUARD INDEX FDS127 shares0.79%2026-03-312026-06-10

RPV INVESCO EXCHANGE TRADED FD T240 shares0.84%2026-03-312026-06-10

AVDV AMERICAN CENTY ETF TR250 shares0.00%2026-03-312026-06-10

XHB SPDR SERIES TRUST250 shares0.00%2026-03-312026-06-10

ESGE ISHARES INC508 shares-6.10%2026-03-312026-06-10

BOTZ GLOBAL X FDS688 shares0.44%2026-03-312026-06-10

PID INVESCO EXCHANGE TRADED FD T1.0K shares0.89%2026-03-312026-06-10

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FNDC SCHWAB STRATEGIC TR455 shares0.00%2026-03-312026-06-10

ACWX ISHARES TR306 shares-12.57%2026-03-312026-06-10

HELO J P MORGAN EXCHANGE TRADED F300 shares0.00%2026-03-312026-06-10

DFGP DIMENSIONAL ETF TRUST342 shares0.00%2026-03-312026-06-10

SABR SABRE CORP12.7K sharesnew addition2026-03-312026-06-10

VTWO VANGUARD SCOTTSDALE FDS181 shares94.62%2026-03-312026-06-10

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IVOG VANGUARD ADMIRAL FDS INC125 sharesnew addition2026-03-312026-06-10

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FXG FIRST TR EXCHANGE-TRADED FD236 sharesnew addition2026-03-312026-06-10

VFH VANGUARD WORLD FD123 shares0.00%2026-03-312026-06-10

VGSH VANGUARD SCOTTSDALE FDS253 shares0.00%2026-03-312026-06-10

JQUA J P MORGAN EXCHANGE TRADED F239 sharesnew addition2026-03-312026-06-10

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VGIT VANGUARD SCOTTSDALE FDS192 shares0.52%2026-03-312026-06-10

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LQD ISHARES TR56 shares1.82%2026-03-312026-06-10

DFIC DIMENSIONAL ETF TRUST164 shares0.00%2026-03-312026-06-10

RSPH INVESCO EXCHANGE TRADED FD T190 sharesnew addition2026-03-312026-06-10

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JMBS JANUS DETROIT STR TR122 shares-19.74%2026-03-312026-06-10

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REMX VANECK ETF TRUST61 shares6000.00%2026-03-312026-06-10

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COPX GLOBAL X FDS47 shares2.17%2026-03-312026-06-10

Sponsored

DFIV DIMENSIONAL ETF TRUST65 sharesnew addition2026-03-312026-06-10

VGLT VANGUARD SCOTTSDALE FDS60 shares0.00%2026-03-312026-06-10

SCHC SCHWAB STRATEGIC TR71 shares0.00%2026-03-312026-06-10

VCSH VANGUARD SCOTTSDALE FDS36 shares-16.28%2026-03-312026-06-10

XSMO INVESCO EXCHANGE TRADED FD T37 shares-17.78%2026-03-312026-06-10

IWY ISHARES TR10 shares0.00%2026-03-312026-06-10

IXN ISHARES TR24 shares0.00%2026-03-312026-06-10

IQLT ISHARES TR38 sharesnew addition2026-03-312026-06-10

Sponsored

SPIB SPDR SERIES TRUST46 shares-96.32%2026-03-312026-06-10

IYG ISHARES TR18 shares0.00%2026-03-312026-06-10

SDG ISHARES TR16 shares0.00%2026-03-312026-06-10

XME SPDR SERIES TRUST10 sharesnew addition2026-03-312026-06-10

INVESCO EXCHANGE TRADED FD T

4.19%

Shares477.9K

Event2026-03-31

Filed2026-06-10

JEPI

J P MORGAN EXCHANGE TRADED F

-1.45%

Shares1.5M

Event2026-03-31

Filed2026-06-10

ILCG

ISHARES TR

1.06%

Shares592.9K

Event2026-03-31

Filed2026-06-10

AVLV

AMERICAN CENTY ETF TR

0.20%

Shares682.2K

Event2026-03-31

Filed2026-06-10

MDYV

SPDR SERIES TRUST

2.35%

Shares625.2K

Event2026-03-31

Filed2026-06-10

EFG

ISHARES TR

1.44%

Shares464.2K

Event2026-03-31

Filed2026-06-10

MDYG

SPDR SERIES TRUST

2.10%

Shares507.7K

Event2026-03-31

Filed2026-06-10

AAPL

APPLE INC

3.14%

Shares153.9K

Event2026-03-31

Filed2026-06-10

SLYG

SPDR SERIES TRUST

3.63%

Shares343.0K

Event2026-03-31

Filed2026-06-10

PTRB

PGIM ETF TR

25.48%

Shares791.1K

Event2026-03-31

Filed2026-06-10

SCHV

SCHWAB STRATEGIC TR

-2.86%

Shares1.1M

Event2026-03-31

Filed2026-06-10

NVDA

NVIDIA CORPORATION

6.66%

Shares157.4K

Event2026-03-31

Filed2026-06-10

TOTL

SSGA ACTIVE ETF TR

28.59%

Shares541.8K

Event2026-03-31

Filed2026-06-10

IVW

ISHARES TR

-3.68%

Shares171.8K

Event2026-03-31

Filed2026-06-10

EFV

ISHARES TR

-3.10%

Shares261.3K

Event2026-03-31

Filed2026-06-10

SCHM

SCHWAB STRATEGIC TR

3.78%

Shares627.2K

Event2026-03-31

Filed2026-06-10

VIG

VANGUARD SPECIALIZED FUNDS

0.27%

Shares90.2K

Event2026-03-31

Filed2026-06-10

JCPB

J P MORGAN EXCHANGE TRADED F

20.89%

Shares410.5K

Event2026-03-31

Filed2026-06-10

AVIV

AMERICAN CENTY ETF TR

-10.05%

Shares243.4K

Event2026-03-31

Filed2026-06-10

MSFT

MICROSOFT CORP

3.14%

Shares49.1K

Event2026-03-31

Filed2026-06-10

ALPHABET INC

13.67%

Shares61.5K

Event2026-03-31

Filed2026-06-10

AVLC

AMERICAN CENTY ETF TR

2.35%

Shares223.8K

Event2026-03-31

Filed2026-06-10

AVSC

AMERICAN CENTY ETF TR

1.98%

Shares277.4K

Event2026-03-31

Filed2026-06-10

AMZN

AMAZON COM INC

2.09%

Shares80.7K

Event2026-03-31

Filed2026-06-10

KEMX

KRANESHARES TRUST

-7.11%

Shares413.9K

Event2026-03-31

Filed2026-06-10

SLYV

SPDR SERIES TRUST

1.35%

Shares177.0K

Event2026-03-31

Filed2026-06-10

BROADCOM INC

-4.08%

Shares50.1K

Event2026-03-31

Filed2026-06-10

AVDE

AMERICAN CENTY ETF TR

0.95%

Shares176.7K

Event2026-03-31

Filed2026-06-10

AVUV

AMERICAN CENTY ETF TR

4.97%

Shares128.4K

Event2026-03-31

Filed2026-06-10

GLD

SPDR GOLD TR

29.57%

Shares32.2K

Event2026-03-31

Filed2026-06-10

CORT

CORCEPT THERAPEUTICS INC

3.98%

Shares322.4K

Event2026-03-31

Filed2026-06-10

JPM

JPMORGAN CHASE & CO

4.30%

Shares43.5K

Event2026-03-31

Filed2026-06-10

HDV

ISHARES TR

-0.43%

Shares89.7K

Event2026-03-31

Filed2026-06-10

WMT

WALMART INC

1.31%

Shares95.9K

Event2026-03-31

Filed2026-06-10

XOM

EXXON MOBIL CORP

8.24%

Shares69.6K

Event2026-03-31

Filed2026-06-10

META

META PLATFORMS INC

5.20%

Shares20.0K

Event2026-03-31

Filed2026-06-10

IDV

ISHARES TR

-2.39%

Shares255.9K

Event2026-03-31

Filed2026-06-10

SPY

STATE STR SPDR S&P 500 ETF T

6.79%

Shares16.4K

Event2026-03-31

Filed2026-06-10

FNDF

SCHWAB STRATEGIC TR

-4.77%

Shares213.0K

Event2026-03-31

Filed2026-06-10

SCHG

SCHWAB STRATEGIC TR

-4.89%

Shares355.4K

Event2026-03-31

Filed2026-06-10

CVX

CHEVRON CORPORATION

2.35%

Shares47.7K

Event2026-03-31

Filed2026-06-10

CAT

CATERPILLAR INC

-13.50%

Shares13.8K

Event2026-03-31

Filed2026-06-10

JNJ

JOHNSON & JOHNSON

-9.53%

Shares39.6K

Event2026-03-31

Filed2026-06-10

LLY

ELI LILLY & CO

3.48%

Shares10.4K

Event2026-03-31

Filed2026-06-10

FLTR

VANECK ETF TRUST

5.78%

Shares365.0K

Event2026-03-31

Filed2026-06-10

OUNZ

VANECK MERK GOLD ETF

37.47%

Shares202.5K

Event2026-03-31

Filed2026-06-10

REGL

PROSHARES TR

4.36%

Shares104.1K

Event2026-03-31

Filed2026-06-10

IVE

ISHARES TR

1.81%

Shares42.5K

Event2026-03-31

Filed2026-06-10

LAM RESEARCH CORP

-23.10%

Shares37.3K

Event2026-03-31

Filed2026-06-10

DON

WISDOMTREE TR

3.95%

Shares147.8K

Event2026-03-31

Filed2026-06-10

TSLA

TESLA INC

44.69%

Shares20.0K

Event2026-03-31

Filed2026-06-10

COST

COSTCO WHOLESALE CORPORATION

1.42%

Shares7.4K

Event2026-03-31

Filed2026-06-10

IVV

ISHARES TR

-2.12%

Shares11.2K

Event2026-03-31

Filed2026-06-10

ALPHABET INC

-0.72%

Shares24.2K

Event2026-03-31

Filed2026-06-10

VANGUARD INTL EQUITY INDEX F

782.29%

Shares49.0K

Event2026-03-31

Filed2026-06-10

USMV

ISHARES TR

-2.94%

Shares72.4K

Event2026-03-31

Filed2026-06-10

ANGL

VANECK ETF TRUST

0.51%

Shares233.6K

Event2026-03-31

Filed2026-06-10

ABBV

ABBVIE INC

3.60%

Shares30.6K

Event2026-03-31

Filed2026-06-10

ARCB

ARCBEST CORP

0.00%

Shares62.9K

Event2026-03-31

Filed2026-06-10

VOE

VANGUARD INDEX FDS

-2.53%

Shares32.4K

Event2026-03-31

Filed2026-06-10

ITOT

ISHARES TR

-0.21%

Shares40.9K

Event2026-03-31

Filed2026-06-10

VANGUARD INDEX FDS

2.99%

Shares9.6K

Event2026-03-31

Filed2026-06-10

EATON CORP PLC

4.18%

Shares15.9K

Event2026-03-31

Filed2026-06-10

BKDV

BNY MELLON ETF TRUST II

83.77%

Shares186.7K

Event2026-03-31

Filed2026-06-10

PLTR

PALANTIR TECHNOLOGIES INC

-19.54%

Shares36.4K

Event2026-03-31

Filed2026-06-10

VTI

VANGUARD INDEX FDS

-4.72%

Shares16.3K

Event2026-03-31

Filed2026-06-10

DUKE ENERGY CORP NEW

3.48%

Shares39.3K

Event2026-03-31

Filed2026-06-10

NEE

NEXTERA ENERGY INC

4.43%

Shares54.9K

Event2026-03-31

Filed2026-06-10

MORGAN STANLEY

4.49%

Shares30.5K

Event2026-03-31

Filed2026-06-10

IEMG

ISHARES INC

-6.10%

Shares71.4K

Event2026-03-31

Filed2026-06-10

MERCK & CO INC

3.23%

Shares40.7K

Event2026-03-31

Filed2026-06-10

CME

CME GROUP INC

8.06%

Shares16.6K

Event2026-03-31

Filed2026-06-10

HOME DEPOT INC

2.79%

Shares14.8K

Event2026-03-31

Filed2026-06-10

TAXF

AMERICAN CENTY ETF TR

9.99%

Shares96.9K

Event2026-03-31

Filed2026-06-10

TPYP

TORTOISE CAPITAL SERIES TRUS

1.56%

Shares110.7K

Event2026-03-31

Filed2026-06-10

TRV

TRAVELERS COMPANIES INC

4.67%

Shares16.1K

Event2026-03-31

Filed2026-06-10

IEFA

ISHARES TR

-0.23%

Shares51.4K

Event2026-03-31

Filed2026-06-10

VISA INC

5.16%

Shares15.3K

Event2026-03-31

Filed2026-06-10

VEU

VANGUARD INTL EQUITY INDEX F

3844.47%

Shares61.3K

Event2026-03-31

Filed2026-06-10

DVY

ISHARES TR

-4.28%

Shares30.2K

Event2026-03-31

Filed2026-06-10

ASTS

AST SPACEMOBILE INC

0.22%

Shares54.0K

Event2026-03-31

Filed2026-06-10

PROCTER & GAMBLE CO

-0.54%

Shares30.9K

Event2026-03-31

Filed2026-06-10

JEPQ

J P MORGAN EXCHANGE TRADED F

3.03%

Shares79.7K

Event2026-03-31

Filed2026-06-10

IWM

ISHARES TR

0.20%

Shares17.6K

Event2026-03-31

Filed2026-06-10

JAAA

JANUS DETROIT STR TR

6.62%

Shares86.2K

Event2026-03-31

Filed2026-06-10

GRMN

GARMIN LTD

1.78%

Shares18.7K

Event2026-03-31

Filed2026-06-10

AMGN

AMGEN INC

7.72%

Shares12.1K

Event2026-03-31

Filed2026-06-10

UNP

UNION PAC CORP

2.26%

Shares17.4K

Event2026-03-31

Filed2026-06-10

IMTM

ISHARES TR

-1.24%

Shares84.5K

Event2026-03-31

Filed2026-06-10

BOEING CO

37.35%

Shares20.2K

Event2026-03-31

Filed2026-06-10

FDX

FEDEX CORP

5.65%

Shares11.1K

Event2026-03-31

Filed2026-06-10

VBR

VANGUARD INDEX FDS

-0.62%

Shares16.9K

Event2026-03-31

Filed2026-06-10

IJR

ISHARES TR

-2.41%

Shares29.4K

Event2026-03-31

Filed2026-06-10

VIGI

VANGUARD WHITEHALL FDS

-1.21%

Shares40.9K

Event2026-03-31

Filed2026-06-10

CSCO

CISCO SYS INC

195.65%

Shares46.6K

Event2026-03-31

Filed2026-06-10

TXN

TEXAS INSTRS INC

-0.29%

Shares18.5K

Event2026-03-31

Filed2026-06-10

IWF

ISHARES TR

-0.19%

Shares8.3K

Event2026-03-31

Filed2026-06-10

PFG

PRINCIPAL FINANCIAL GROUP IN

4.91%

Shares38.7K

Event2026-03-31

Filed2026-06-10

SOUTHERN CO

3.74%

Shares36.1K

Event2026-03-31

Filed2026-06-10

PLD

PROLOGIS INC.

4.96%

Shares26.3K

Event2026-03-31

Filed2026-06-10

CALUMET INC

0.00%

Shares96.3K

Event2026-03-31

Filed2026-06-10

SBUX

STARBUCKS CORP

-0.66%

Shares38.4K

Event2026-03-31

Filed2026-06-10

LNG

CHENIERE ENERGY INC

1.80%

Shares11.8K

Event2026-03-31

Filed2026-06-10

LUV

SOUTHWEST AIRLS CO

2.85%

Shares89.2K

Event2026-03-31

Filed2026-06-10

EFA

ISHARES TR

-5.03%

Shares33.4K

Event2026-03-31

Filed2026-06-10

BLACKSTONE INC

9.75%

Shares28.1K

Event2026-03-31

Filed2026-06-10

JPST

J P MORGAN EXCHANGE TRADED F

-5.76%

Shares61.5K

Event2026-03-31

Filed2026-06-10

UNH

UNITEDHEALTH GROUP INC

270.66%

Shares11.3K

Event2026-03-31

Filed2026-06-10

SLB

SLB LIMITED

1.20%

Shares59.3K

Event2026-03-31

Filed2026-06-10

IWS

ISHARES TR

-0.49%

Shares20.7K

Event2026-03-31

Filed2026-06-10

IWR

ISHARES TR

1.53%

Shares30.3K

Event2026-03-31

Filed2026-06-10

MCD

MCDONALDS CORP

1.45%

Shares9.5K

Event2026-03-31

Filed2026-06-10

INVESCO QQQ TR

53.55%

Shares5.1K

Event2026-03-31

Filed2026-06-10

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-06-10

VBK

VANGUARD INDEX FDS

1.10%

Shares9.2K

Event2026-03-31

Filed2026-06-10

BAC

BANK AMERICA CORP

-2.28%

Shares55.0K

Event2026-03-31

Filed2026-06-10

HTGC

HERCULES CAPITAL INC

-1.09%

Shares180.8K

Event2026-03-31

Filed2026-06-10

SCHE

SCHWAB STRATEGIC TR

-6.33%

Shares80.2K

Event2026-03-31

Filed2026-06-10

DHR

DANAHER CORP DEL

10.19%

Shares13.6K

Event2026-03-31

Filed2026-06-10

ISRG

INTUITIVE SURGICAL INC

0.99%

Shares5.3K

Event2026-03-31

Filed2026-06-10

IJH

ISHARES TR

-1.78%

Shares35.6K

Event2026-03-31

Filed2026-06-10

IBB

ISHARES TR

-2.40%

Shares13.8K

Event2026-03-31

Filed2026-06-10

SCHB

SCHWAB STRATEGIC TR

-17.15%

Shares90.8K

Event2026-03-31

Filed2026-06-10

IWD

ISHARES TR

0.85%

Shares10.6K

Event2026-03-31

Filed2026-06-10

HYD

VANECK ETF TRUST

1.86%

Shares44.6K

Event2026-03-31

Filed2026-06-10

PSQA

PALMER SQUARE FUNDS TR

473.73%

Shares109.3K

Event2026-03-31

Filed2026-06-10

AOR

ISHARES TR

-31.08%

Shares34.4K

Event2026-03-31

Filed2026-06-10

IWN

ISHARES TR

-1.26%

Shares11.6K

Event2026-03-31

Filed2026-06-10

ROK

ROCKWELL AUTOMATION INC

New

Shares5.9K

Event2026-03-31

Filed2026-06-10

COP

CONOCOPHILLIPS

-0.94%

Shares15.3K

Event2026-03-31

Filed2026-06-10

VYM

VANGUARD WHITEHALL FDS

-0.24%

Shares13.5K

Event2026-03-31

Filed2026-06-10

REET

ISHARES TR

0.98%

Shares78.6K

Event2026-03-31

Filed2026-06-10

MUB

ISHARES TR

-6.22%

Shares18.6K

Event2026-03-31

Filed2026-06-10

SCHX

SCHWAB STRATEGIC TR

-9.88%

Shares76.8K

Event2026-03-31

Filed2026-06-10

VDE

VANGUARD WORLD FD

0.03%

Shares11.3K

Event2026-03-31

Filed2026-06-10

LMT

LOCKHEED MARTIN CORP

3.95%

Shares3.1K

Event2026-03-31

Filed2026-06-10

IBM

INTERNATIONAL BUSINESS MACHS

1.14%

Shares7.6K

Event2026-03-31

Filed2026-06-10

DFUS

DIMENSIONAL ETF TRUST

0.19%

Shares25.2K

Event2026-03-31

Filed2026-06-10

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares50.3K

Event2026-03-31

Filed2026-06-10

DFUV

DIMENSIONAL ETF TRUST

-12.11%

Shares36.2K

Event2026-03-31

Filed2026-06-10

VOT

VANGUARD INDEX FDS

1.25%

Shares6.8K

Event2026-03-31

Filed2026-06-10

MFSM

MFS ACTIVE EXCHANGE TRADED F

5.06%

Shares67.7K

Event2026-03-31

Filed2026-06-10

SPRY

ARS PHARMACEUTICALS INC

1.48%

Shares205.4K

Event2026-03-31

Filed2026-06-10

RAAX

VANECK ETF TRUST

83.28%

Shares40.2K

Event2026-03-31

Filed2026-06-10

RTX

RTX CORPORATION

4.09%

Shares8.5K

Event2026-03-31

Filed2026-06-10

SCHF

SCHWAB STRATEGIC TR

-8.92%

Shares65.8K

Event2026-03-31

Filed2026-06-10

KLAC

KLA CORP

1.57%

Shares1.1K

Event2026-03-31

Filed2026-06-10

EMLP

FIRST TR EXCHANGE-TRADED FD

15.36%

Shares34.0K

Event2026-03-31

Filed2026-06-10

COCA COLA CO

3.68%

Shares19.1K

Event2026-03-31

Filed2026-06-10

IWP

ISHARES TR

-0.90%

Shares11.0K

Event2026-03-31

Filed2026-06-10

IJS

ISHARES TR

0.13%

Shares11.8K

Event2026-03-31

Filed2026-06-10

FPE

FIRST TR EXCH TRADED FD III

0.43%

Shares78.3K

Event2026-03-31

Filed2026-06-10

MARB

FIRST TR EXCH TRADED FD III

64.90%

Shares66.6K

Event2026-03-31

Filed2026-06-10

NET

CLOUDFLARE INC

4.43%

Shares6.7K

Event2026-03-31

Filed2026-06-10

VANGUARD INDEX FDS

-3.27%

Shares4.3K

Event2026-03-31

Filed2026-06-10

WASTE MGMT INC DEL

-0.21%

Shares5.6K

Event2026-03-31

Filed2026-06-10

JMUB

J P MORGAN EXCHANGE TRADED F

2.19%

Shares24.8K

Event2026-03-31

Filed2026-06-10

NFLX

NETFLIX INC.

2.71%

Shares12.1K

Event2026-03-31

Filed2026-06-10

SEB

SEABOARD CORP DEL

0.00%

Shares205

Event2026-03-31

Filed2026-06-10

XLK

SELECT SECTOR SPDR TR

34.27%

Shares8.5K

Event2026-03-31

Filed2026-06-10

IJJ

ISHARES TR

0.33%

Shares8.5K

Event2026-03-31

Filed2026-06-10

SCHD

SCHWAB STRATEGIC TR

0.28%

Shares36.2K

Event2026-03-31

Filed2026-06-10

VEA

VANGUARD TAX-MANAGED FDS

-0.33%

Shares17.0K

Event2026-03-31

Filed2026-06-10

PSX

PHILLIPS 66

-2.87%

Shares6.0K

Event2026-03-31

Filed2026-06-10

CAH

CARDINAL HEALTH INC

0.24%

Shares5.1K

Event2026-03-31

Filed2026-06-10

VYMI

VANGUARD WHITEHALL FDS

-0.49%

Shares11.2K

Event2026-03-31

Filed2026-06-10

USB

US BANCORP

0.94%

Shares20.0K

Event2026-03-31

Filed2026-06-10

IWO

ISHARES TR

4.56%

Shares3.2K

Event2026-03-31

Filed2026-06-10

DEERE & CO

7.14%

Shares1.8K

Event2026-03-31

Filed2026-06-10

XLE

SELECT SECTOR SPDR TR

7.30%

Shares16.4K

Event2026-03-31

Filed2026-06-10

AT&T INC

1.32%

Shares34.3K

Event2026-03-31

Filed2026-06-10

ORCL

ORACLE CORP

7.05%

Shares6.5K

Event2026-03-31

Filed2026-06-10

CBSH

COMMERCE BANCSHARES INC

19.25%

Shares19.2K

Event2026-03-31

Filed2026-06-10

VANGUARD INDEX FDS

13.54%

Shares3.2K

Event2026-03-31

Filed2026-06-10

JMST

J P MORGAN EXCHANGE TRADED F

-4.68%

Shares18.2K

Event2026-03-31

Filed2026-06-10

VERIZON COMMUNICATIONS INC

1.23%

Shares18.4K

Event2026-03-31

Filed2026-06-10

SCHA

SCHWAB STRATEGIC TR

0.45%

Shares31.6K

Event2026-03-31

Filed2026-06-10

BLACKROCK INC

13.42%

Shares938

Event2026-03-31

Filed2026-06-10

HON

HONEYWELL INTL INC

-74.31%

Shares3.9K

Event2026-03-31

Filed2026-06-10

IYW

ISHARES TR

-0.02%

Shares4.9K

Event2026-03-31

Filed2026-06-10

GE AEROSPACE

0.88%

Shares3.1K

Event2026-03-31

Filed2026-06-10

INTC

INTEL CORP

-1.37%

Shares19.4K

Event2026-03-31

Filed2026-06-10

AVUS

AMERICAN CENTY ETF TR

1.27%

Shares7.6K

Event2026-03-31

Filed2026-06-10

EVRG

EVERGY INC

77.48%

Shares10.2K

Event2026-03-31

Filed2026-06-10

SGOV

ISHARES TR

-8.97%

Shares8.3K

Event2026-03-31

Filed2026-06-10

PEP

PEPSICO INC

-25.00%

Shares5.3K

Event2026-03-31

Filed2026-06-10

SMB

VANECK ETF TRUST

-1.04%

Shares47.4K

Event2026-03-31

Filed2026-06-10

UNM

UNUM GROUP

0.63%

Shares11.2K

Event2026-03-31

Filed2026-06-10

WSO

WATSCO INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-06-10

WSO.B

WATSCO INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-06-10

CTEV

CLARITEV CORPORATION

49.46%

Shares46.5K

Event2026-03-31

Filed2026-06-10

ETFS GOLD TR

-1.12%

Shares17.0K

Event2026-03-31

Filed2026-06-10

PFF

ISHARES TR

0.56%

Shares24.9K

Event2026-03-31

Filed2026-06-10

MCK

MCKESSON CORP

0.00%

Shares870

Event2026-03-31

Filed2026-06-10

MDY

STATE STR SPDR S&P MIDCAP 40

0.08%

Shares1.2K

Event2026-03-31

Filed2026-06-10

BMY

BRISTOL-MYERS SQUIBB CO

2.14%

Shares12.4K

Event2026-03-31

Filed2026-06-10

WFC

WELLS FARGO & CO

2.42%

Shares9.3K

Event2026-03-31

Filed2026-06-10

WMB

WILLIAMS COS INC

4.26%

Shares10.1K

Event2026-03-31

Filed2026-06-10

NOBL

PROSHARES TR

-0.30%

Shares6.9K

Event2026-03-31

Filed2026-06-10

ENERGY TRANSFER L P

1.23%

Shares37.5K

Event2026-03-31

Filed2026-06-10

ORLY

OREILLY AUTOMOTIVE INC

-11.13%

Shares7.7K

Event2026-03-31

Filed2026-06-10

MGK

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-06-10

VGT

VANGUARD WORLD FD

3.02%

Shares954

Event2026-03-31

Filed2026-06-10

VTV

VANGUARD INDEX FDS

-5.11%

Shares3.3K

Event2026-03-31

Filed2026-06-10

HODL

VANECK BITCOIN ETF

5.07%

Shares33.9K

Event2026-03-31

Filed2026-06-10

SHEL

SHELL PLC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-06-10

VANGUARD INDEX FDS

-1.42%

Shares2.4K

Event2026-03-31

Filed2026-06-10

IJT

ISHARES TR

0.11%

Shares4.4K

Event2026-03-31

Filed2026-06-10

IBIT

ISHARES BITCOIN TRUST ETF

-19.82%

Shares16.2K

Event2026-03-31

Filed2026-06-10

VUG

VANGUARD INDEX FDS

-4.11%

Shares1.4K

Event2026-03-31

Filed2026-06-10

CRM

SALESFORCE INC

35.02%

Shares3.3K

Event2026-03-31

Filed2026-06-10

TJX

TJX COS INC NEW

3.21%

Shares3.8K

Event2026-03-31

Filed2026-06-10

DIS

DISNEY WALT CO

-4.60%

Shares6.3K

Event2026-03-31

Filed2026-06-10

VNQ

VANGUARD INDEX FDS

18.33%

Shares6.8K

Event2026-03-31

Filed2026-06-10

IWB

ISHARES TR

12.54%

Shares1.6K

Event2026-03-31

Filed2026-06-10

MBB

ISHARES TR

4.66%

Shares6.0K

Event2026-03-31

Filed2026-06-10

MASTERCARD INCORPORATED

-14.70%

Shares1.1K

Event2026-03-31

Filed2026-06-10

UMBF

UMB FINL CORP

-0.06%

Shares5.0K

Event2026-03-31

Filed2026-06-10

SDY

SPDR SERIES TRUST

-4.69%

Shares3.8K

Event2026-03-31

Filed2026-06-10

EPD

ENTERPRISE PRODS PARTNERS L

-0.41%

Shares14.5K

Event2026-03-31

Filed2026-06-10

SCHZ

SCHWAB STRATEGIC TR

-5.71%

Shares23.6K

Event2026-03-31

Filed2026-06-10

OKE

ONEOK INC NEW

2.07%

Shares6.1K

Event2026-03-31

Filed2026-06-10

EMR

EMERSON ELEC CO

1.52%

Shares4.1K

Event2026-03-31

Filed2026-06-10

ABT

ABBOTT LABORATORIES

0.59%

Shares5.3K

Event2026-03-31

Filed2026-06-10

TDIV

FIRST TR EXCHANGE TRADED FD

-4.39%

Shares5.7K

Event2026-03-31

Filed2026-06-10

GLTR

ABRDN PRECIOUS METALS BASKET

-23.20%

Shares2.4K

Event2026-03-31

Filed2026-06-10

AGG

ISHARES TR

-18.33%

Shares5.3K

Event2026-03-31

Filed2026-06-10

SHOP

SHOPIFY INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-06-10

GOLDMAN SACHS GROUP INC

2.86%

Shares611

Event2026-03-31

Filed2026-06-10

COLGATE PALMOLIVE CO

9.94%

Shares6.0K

Event2026-03-31

Filed2026-06-10

VHT

VANGUARD WORLD FD

0.16%

Shares1.8K

Event2026-03-31

Filed2026-06-10

EFAV

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-06-10

GEV

GE VERNOVA INC

5.05%

Shares562

Event2026-03-31

Filed2026-06-10

KROGER CO

2.65%

Shares6.8K

Event2026-03-31

Filed2026-06-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.79%

Shares1.4K

Event2026-03-31

Filed2026-06-10

PFE

PFIZER INC

0.80%

Shares17.0K

Event2026-03-31

Filed2026-06-10

ADM

ARCHER DANIELS MIDLAND CO

0.77%

Shares6.4K

Event2026-03-31

Filed2026-06-10

CITIGROUP INC

2.42%

Shares4.1K

Event2026-03-31

Filed2026-06-10

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-06-10

BSX

BOSTON SCIENTIFIC CORP

0.15%

Shares7.3K

Event2026-03-31

Filed2026-06-10

LOW

LOWES COS INC

12.72%

Shares1.9K

Event2026-03-31

Filed2026-06-10

IDEV

ISHARES TR

0.89%

Shares5.4K

Event2026-03-31

Filed2026-06-10

RZG

INVESCO EXCHANGE TRADED FD T

0.14%

Shares7.9K

Event2026-03-31

Filed2026-06-10

VTWV

VANGUARD SCOTTSDALE FDS

0.38%

Shares2.7K

Event2026-03-31

Filed2026-06-10

ACWV

ISHARES INC

-14.53%

Shares3.7K

Event2026-03-31

Filed2026-06-10

MMC

MARSH & MCLENNAN COS INC

30.71%

Shares2.5K

Event2026-03-31

Filed2026-06-10

ECL

ECOLAB INC

0.31%

Shares1.6K

Event2026-03-31

Filed2026-06-10

NSC

NORFOLK SOUTHN CORP

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-06-10

PHILIP MORRIS INTL INC

-1.38%

Shares2.6K

Event2026-03-31

Filed2026-06-10

TMO

THERMO FISHER SCIENTIFIC INC

1.19%

Shares849

Event2026-03-31

Filed2026-06-10

TLH

ISHARES TR

15.84%

Shares4.1K

Event2026-03-31

Filed2026-06-10

ADI

ANALOG DEVICES INC

2.77%

Shares1.3K

Event2026-03-31

Filed2026-06-10

BSV

VANGUARD BD INDEX FDS

-11.03%

Shares5.3K

Event2026-03-31

Filed2026-06-10

MOAT

VANECK ETF TRUST

10.98%

Shares4.3K

Event2026-03-31

Filed2026-06-10

LMB

LIMBACH HLDGS INC

22.25%

Shares5.3K

Event2026-03-31

Filed2026-06-10

AMD

ADVANCED MICRO DEVICES INC

10.23%

Shares2.0K

Event2026-03-31

Filed2026-06-10

NEM

NEWMONT CORP

3.84%

Shares3.7K

Event2026-03-31

Filed2026-06-10

PANW

PALO ALTO NETWORKS INC

-15.54%

Shares2.5K

Event2026-03-31

Filed2026-06-10

EZET

FRANKLIN ETHEREUM TR

-28.53%

Shares24.8K

Event2026-03-31

Filed2026-06-10

PINNACLE FINL PARTNERS INC

New

Shares4.4K

Event2026-03-31

Filed2026-06-10

PAYX

PAYCHEX INC

55.22%

Shares4.0K

Event2026-03-31

Filed2026-06-10

CHUBB LTD SWITZ

1.42%

Shares1.1K

Event2026-03-31

Filed2026-06-10

HCA

HCA HEALTHCARE INC

-31.75%

Shares778

Event2026-03-31

Filed2026-06-10

GENERAL DYNAMICS CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-06-10

PRU

PRUDENTIAL FINL INC

-12.94%

Shares3.7K

Event2026-03-31

Filed2026-06-10

JKHY

HENRY JACK & ASSOC INC

0.27%

Shares2.3K

Event2026-03-31

Filed2026-06-10

IJK

ISHARES TR

0.63%

Shares3.5K

Event2026-03-31

Filed2026-06-10

CLX

CLOROX CO DEL

26.15%

Shares3.4K

Event2026-03-31

Filed2026-06-10

VWO

VANGUARD INTL EQUITY INDEX F

2.39%

Shares6.5K

Event2026-03-31

Filed2026-06-10

LINDE PLC

0.14%

Shares693

Event2026-03-31

Filed2026-06-10

FORD MTR CO

-21.66%

Shares29.4K

Event2026-03-31

Filed2026-06-10

FIX

COMFORT SYS USA INC

0.00%

Shares245

Event2026-03-31

Filed2026-06-10

AIQ

GLOBAL X FDS

0.10%

Shares7.2K

Event2026-03-31

Filed2026-06-10

MICRON TECHNOLOGY INC

New

Shares996

Event2026-03-31

Filed2026-06-10

ALTRIA GROUP INC

-1.01%

Shares5.0K

Event2026-03-31

Filed2026-06-10

NKE

NIKE INC

4.25%

Shares6.1K

Event2026-03-31

Filed2026-06-10

TGT

TARGET CORP

-3.23%

Shares2.6K

Event2026-03-31

Filed2026-06-10

KMI

KINDER MORGAN INC DEL

-13.38%

Shares9.5K

Event2026-03-31

Filed2026-06-10

NUE

NUCOR CORP

-4.76%

Shares1.9K

Event2026-03-31

Filed2026-06-10

AMT

AMERICAN TOWER CORP

23.68%

Shares1.8K

Event2026-03-31

Filed2026-06-10

ACWI

ISHARES TR

0.92%

Shares2.2K

Event2026-03-31

Filed2026-06-10

VIOV

VANGUARD ADMIRAL FDS INC

0.17%

Shares3.0K

Event2026-03-31

Filed2026-06-10

ARISTA NETWORKS INC

-10.27%

Shares2.5K

Event2026-03-31

Filed2026-06-10

PAVE

GLOBAL X FDS

0.63%

Shares5.9K

Event2026-03-31

Filed2026-06-10

SIVR

ABRDN SILVER ETF TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-06-10

DRAFTKINGS INC NEW

13.56%

Shares13.8K

Event2026-03-31

Filed2026-06-10

ARCC

ARES CAPITAL CORP

0.38%

Shares16.4K

Event2026-03-31

Filed2026-06-10

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-06-10

INVESCO EXCHANGE TRADED FD T

-8.12%

Shares6.4K

Event2026-03-31

Filed2026-06-10

PCG

PG&E CORP

1.30%

Shares16.6K

Event2026-03-31

Filed2026-06-10

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-06-10

NBIS

NEBIUS GROUP N.V.

New

Shares2.7K

Event2026-03-31

Filed2026-06-10

QCOM

QUALCOMM INC

-1.66%

Shares2.2K

Event2026-03-31

Filed2026-06-10

ROYAL BK CDA

0.06%

Shares1.7K

Event2026-03-31

Filed2026-06-10

EIX

EDISON INTL

New

Shares3.8K

Event2026-03-31

Filed2026-06-10

CSX

CSX CORP

-2.07%

Shares6.8K

Event2026-03-31

Filed2026-06-10

NOC

NORTHROP GRUMMAN CORP

13.97%

Shares408

Event2026-03-31

Filed2026-06-10

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-06-10

TE CONNECTIVITY PLC

29.82%

Shares1.3K

Event2026-03-31

Filed2026-06-10

ASTRAZENECA PLC

New

Shares1.4K

Event2026-03-31

Filed2026-06-10

IYE

ISHARES TR

0.43%

Shares4.2K

Event2026-03-31

Filed2026-06-10

TWLO

TWILIO INC

12.50%

Shares2.1K

Event2026-03-31

Filed2026-06-10

FNDX

SCHWAB STRATEGIC TR

-0.87%

Shares9.5K

Event2026-03-31

Filed2026-06-10

UTF

COHEN & STEERS INFRASTRUCTUR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-06-10

SCHW

SCHWAB CHARLES CORP

7.00%

Shares2.8K

Event2026-03-31

Filed2026-06-10

TER

TERADYNE INC

New

Shares881

Event2026-03-31

Filed2026-06-10

WDC

WESTERN DIGITAL CORP

New

Shares965

Event2026-03-31

Filed2026-06-10

ENB

ENBRIDGE INC

1.84%

Shares4.7K

Event2026-03-31

Filed2026-06-10

GILD

GILEAD SCIENCES INC

New

Shares1.8K

Event2026-03-31

Filed2026-06-10

INVESCO EXCHANGE TRADED FD T

-13.28%

Shares5.3K

Event2026-03-31

Filed2026-06-10

VSS

VANGUARD INTL EQUITY INDEX F

-2.65%

Shares1.7K

Event2026-03-31

Filed2026-06-10

EME

EMCOR GROUP INC

1.19%

Shares339

Event2026-03-31

Filed2026-06-10

KMB

KIMBERLY-CLARK CORP

12.97%

Shares2.6K

Event2026-03-31

Filed2026-06-10

AEP

AMERICAN ELEC PWR CO INC

3.76%

Shares1.9K

Event2026-03-31

Filed2026-06-10

SLV

ISHARES SILVER TR

-49.54%

Shares3.6K

Event2026-03-31

Filed2026-06-10

FTI

TECHNIPFMC PLC

New

Shares3.5K

Event2026-03-31

Filed2026-06-10

SYK

STRYKER CORPORATION

New

Shares741

Event2026-03-31

Filed2026-06-10

MDLZ

MONDELEZ INTL INC

-2.59%

Shares4.2K

Event2026-03-31

Filed2026-06-10

ABNB

AIRBNB INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-06-10

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-06-10

CMG

CHIPOTLE MEXICAN GRILL INC

-82.37%

Shares7.6K

Event2026-03-31

Filed2026-06-10

GWW

WW GRAINGER INC

-1.36%

Shares218

Event2026-03-31

Filed2026-06-10

AXP

AMERICAN EXPRESS CO

18.05%

Shares785

Event2026-03-31

Filed2026-06-10

BKNG

BOOKING HOLDINGS INC

New

Shares55

Event2026-03-31

Filed2026-06-10

THE CIGNA GROUP

New

Shares866

Event2026-03-31

Filed2026-06-10

ASGI

ABRDN GLOBAL INFRA INCOME FU

New

Shares10.3K

Event2026-03-31

Filed2026-06-10

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares14.4K

Event2026-03-31

Filed2026-06-10

SPGI

S&P GLOBAL INC

New

Shares532

Event2026-03-31

Filed2026-06-10

TEVA

TEVA PHARMACEUTICAL INDS LTD

1.41%

Shares7.2K

Event2026-03-31

Filed2026-06-10

LOUP

INNOVATOR ETFS TRUST

-5.99%

Shares3.1K

Event2026-03-31

Filed2026-06-10

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-06-10

OAKTREE SPECIALTY LENDING

-6.93%

Shares18.8K

Event2026-03-31

Filed2026-06-10

SPC

TRUST FOR PROFESSIONAL MANAG

0.00%

Shares10.8K

Event2026-03-31

Filed2026-06-10

TMUS

T-MOBILE US INC

-26.26%

Shares994

Event2026-03-31

Filed2026-06-10

ISHARES GOLD TR

New

Shares2.3K

Event2026-03-31

Filed2026-06-10

FCX

FREEPORT MCMORAN INC

New

Shares3.5K

Event2026-03-31

Filed2026-06-10

AVMU

AMERICAN CENTY ETF TR

0.61%

Shares4.5K

Event2026-03-31

Filed2026-06-10

GSK PLC

New

Shares3.7K

Event2026-03-31

Filed2026-06-10

CASY

CASEYS GEN STORES INC

New

Shares279

Event2026-03-31

Filed2026-06-10

MEDTRONIC PLC

-34.75%

Shares2.3K

Event2026-03-31

Filed2026-06-10

MGV

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-06-10

MTUM

ISHARES TR

-18.74%

Shares802

Event2026-03-31

Filed2026-06-10

URTH

ISHARES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-06-10

VPU

VANGUARD WORLD FD

487.73%

Shares958

Event2026-03-31

Filed2026-06-10

ITA

ISHARES TR

9.18%

Shares797

Event2026-03-31

Filed2026-06-10

SPYG

SPDR SERIES TRUST

7.41%

Shares1.7K

Event2026-03-31

Filed2026-06-10

CNH

CNH INDL N V

25.64%

Shares14.6K

Event2026-03-31

Filed2026-06-10

EEM

ISHARES TR

5.46%

Shares2.7K

Event2026-03-31

Filed2026-06-10

FXZ

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-06-10

EMXC

ISHARES INC

-0.27%

Shares1.9K

Event2026-03-31

Filed2026-06-10

PLUG

PLUG PWR INC

-0.25%

Shares60.4K

Event2026-03-31

Filed2026-06-10

CLOI

VANECK ETF TRUST

38.81%

Shares2.4K

Event2026-03-31

Filed2026-06-10

MLPA

GLOBAL X FDS

1.93%

Shares2.3K

Event2026-03-31

Filed2026-06-10

SOXX

ISHARES TR

-10.71%

Shares375

Event2026-03-31

Filed2026-06-10

LUMN

LUMEN TECHNOLOGIES INC

-0.16%

Shares17.7K

Event2026-03-31

Filed2026-06-10

ISTB

ISHARES TR

-22.87%

Shares2.5K

Event2026-03-31

Filed2026-06-10

FIRST TR EXCHANGE TRADED FD

0.05%

Shares2.0K

Event2026-03-31

Filed2026-06-10

IDU

ISHARES TR

0.00%

Shares980

Event2026-03-31

Filed2026-06-10

BSCT

INVESCO EXCH TRD SLF IDX FD

1.09%

Shares6.0K

Event2026-03-31

Filed2026-06-10

BSCS

INVESCO EXCH TRD SLF IDX FD

1.09%

Shares5.5K

Event2026-03-31

Filed2026-06-10

EUSA

ISHARES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-06-10

FTXN

FIRST TR EXCHANGE TRADED FD

0.33%

Shares2.7K

Event2026-03-31

Filed2026-06-10

XLC

SELECT SECTOR SPDR TR

1560.71%

Shares930

Event2026-03-31

Filed2026-06-10

XBI

SPDR SERIES TRUST

0.00%

Shares805

Event2026-03-31

Filed2026-06-10

IHI

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-06-10

PICK

ISHARES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-06-10

XLI

SELECT SECTOR SPDR TR

-46.57%

Shares545

Event2026-03-31

Filed2026-06-10

NLR

VANECK ETF TRUST

0.00%

Shares657

Event2026-03-31

Filed2026-06-10

SPGM

SPDR INDEX SHS FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-06-10

QUAL

ISHARES TR

-1.78%

Shares442

Event2026-03-31

Filed2026-06-10

VLUE

ISHARES TR

3.00%

Shares584

Event2026-03-31

Filed2026-06-10

XAR

SPDR SERIES TRUST

0.31%

Shares326

Event2026-03-31

Filed2026-06-10

DGRO

ISHARES TR

-4.88%

Shares1.1K

Event2026-03-31

Filed2026-06-10

IUSG

ISHARES TR

89.59%

Shares510

Event2026-03-31

Filed2026-06-10

VMBS

VANGUARD SCOTTSDALE FDS

0.62%

Shares1.6K

Event2026-03-31

Filed2026-06-10

TLT

ISHARES TR

7.15%

Shares839

Event2026-03-31

Filed2026-06-10

VCR

VANGUARD WORLD FD

0.00%

Shares191

Event2026-03-31

Filed2026-06-10

IGV

ISHARES TR

0.00%

Shares850

Event2026-03-31

Filed2026-06-10

DSI

ISHARES TR

-2.30%

Shares551

Event2026-03-31

Filed2026-06-10

GOVT

ISHARES TR

-10.74%

Shares2.9K

Event2026-03-31

Filed2026-06-10

IXUS

ISHARES TR

-5.58%

Shares762

Event2026-03-31

Filed2026-06-10

SKYY

FIRST TR EXCHANGE-TRADED FD

333.33%

Shares585

Event2026-03-31

Filed2026-06-10

RWO

SPDR INDEX SHS FDS

-0.22%

Shares1.4K

Event2026-03-31

Filed2026-06-10

SLQT

SELECTQUOTE INC

0.09%

Shares97.6K

Event2026-03-31

Filed2026-06-10

AVMV

AMERICAN CENTY ETF TR

0.25%

Shares800

Event2026-03-31

Filed2026-06-10

RSPN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.0K

Event2026-03-31

Filed2026-06-10

PTON

PELOTON INTERACTIVE INC

0.00%

Shares12.7K

Event2026-03-31

Filed2026-06-10

URA

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-06-10

MDXHEALTH SA

0.00%

Shares22.6K

Event2026-03-31

Filed2026-06-10

XLV

SELECT SECTOR SPDR TR

11.32%

Shares354

Event2026-03-31

Filed2026-06-10

PSQO

PALMER SQUARE FUNDS TR

-7.78%

Shares2.5K

Event2026-03-31

Filed2026-06-10

ESGD

ISHARES TR

-3.46%

Shares530

Event2026-03-31

Filed2026-06-10

SMDV

PROSHARES TR

0.55%

Shares731

Event2026-03-31

Filed2026-06-10

FNDA

SCHWAB STRATEGIC TR

0.13%

Shares1.5K

Event2026-03-31

Filed2026-06-10

HYG

ISHARES TR

231.87%

Shares604

Event2026-03-31

Filed2026-06-10

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares1.1K

Event2026-03-31

Filed2026-06-10

FXR

FIRST TR EXCHANGE-TRADED FD

0.17%

Shares586

Event2026-03-31

Filed2026-06-10

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares292

Event2026-03-31

Filed2026-06-10

IUSB

ISHARES TR

-5.23%

Shares942

Event2026-03-31

Filed2026-06-10

IGSB

ISHARES TR

New

Shares800

Event2026-03-31

Filed2026-06-10

IGM

ISHARES TR

0.29%

Shares351

Event2026-03-31

Filed2026-06-10

VIS

VANGUARD WORLD FD

New

Shares133

Event2026-03-31

Filed2026-06-10

FTXR

FIRST TR EXCHANGE TRADED FD

0.09%

Shares1.1K

Event2026-03-31

Filed2026-06-10

XJH

ISHARES TR

0.11%

Shares895

Event2026-03-31

Filed2026-06-10

SPYM

SPDR SERIES TRUST

-25.64%

Shares525

Event2026-03-31

Filed2026-06-10

VOOG

VANGUARD ADMIRAL FDS INC

2275.00%

Shares95

Event2026-03-31

Filed2026-06-10

XLB

SELECT SECTOR SPDR TR

0.53%

Shares755

Event2026-03-31

Filed2026-06-10

VDC

VANGUARD WORLD FD

8.50%

Shares166

Event2026-03-31

Filed2026-06-10

FXD

FIRST TR EXCHANGE-TRADED FD

0.17%

Shares581

Event2026-03-31

Filed2026-06-10

EZU

ISHARES INC

0.00%

Shares583

Event2026-03-31

Filed2026-06-10

SPTM

SPDR SERIES TRUST

0.00%

Shares451

Event2026-03-31

Filed2026-06-10

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares931

Event2026-03-31

Filed2026-06-10

DFIS

DIMENSIONAL ETF TRUST

530.91%

Shares1.0K

Event2026-03-31

Filed2026-06-10

EWW

ISHARES INC

0.00%

Shares460

Event2026-03-31

Filed2026-06-10

DWX

SPDR INDEX SHS FDS

0.40%

Shares757

Event2026-03-31

Filed2026-06-10

BND

VANGUARD BD INDEX FDS

-2.64%

Shares442

Event2026-03-31

Filed2026-06-10

GDX

VANECK ETF TRUST

10.97%

Shares354

Event2026-03-31

Filed2026-06-10

BIV

VANGUARD BD INDEX FDS

2.71%

Shares417

Event2026-03-31

Filed2026-06-10

LIT

GLOBAL X FDS

0.00%

Shares418

Event2026-03-31

Filed2026-06-10

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares283

Event2026-03-31

Filed2026-06-10

SUSA

ISHARES TR

0.46%

Shares220

Event2026-03-31

Filed2026-06-10

MOO

VANECK ETF TRUST

0.00%

Shares342

Event2026-03-31

Filed2026-06-10

SMH

VANECK ETF TRUST

0.00%

Shares75

Event2026-03-31

Filed2026-06-10

IUSV

ISHARES TR

New

Shares281

Event2026-03-31

Filed2026-06-10

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares370

Event2026-03-31

Filed2026-06-10

VXF

VANGUARD INDEX FDS

0.79%

Shares127

Event2026-03-31

Filed2026-06-10

RPV

INVESCO EXCHANGE TRADED FD T

0.84%

Shares240

Event2026-03-31

Filed2026-06-10

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares250

Event2026-03-31

Filed2026-06-10

XHB

SPDR SERIES TRUST

0.00%

Shares250

Event2026-03-31

Filed2026-06-10

ESGE

ISHARES INC

-6.10%

Shares508

Event2026-03-31

Filed2026-06-10

BOTZ

GLOBAL X FDS

0.44%

Shares688

Event2026-03-31

Filed2026-06-10

PID

INVESCO EXCHANGE TRADED FD T

0.89%

Shares1.0K

Event2026-03-31

Filed2026-06-10

JAVA

J P MORGAN EXCHANGE TRADED F

New

Shares299

Event2026-03-31

Filed2026-06-10

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares455

Event2026-03-31

Filed2026-06-10

ACWX

ISHARES TR

-12.57%

Shares306

Event2026-03-31

Filed2026-06-10

HELO

J P MORGAN EXCHANGE TRADED F

0.00%

Shares300

Event2026-03-31

Filed2026-06-10

DFGP

DIMENSIONAL ETF TRUST

0.00%

Shares342

Event2026-03-31

Filed2026-06-10

SABR

SABRE CORP

New

Shares12.7K

Event2026-03-31

Filed2026-06-10

VTWO

VANGUARD SCOTTSDALE FDS

94.62%

Shares181

Event2026-03-31

Filed2026-06-10

JPIE

J P MORGAN EXCHANGE TRADED F

-11.37%

Shares374

Event2026-03-31

Filed2026-06-10

SPMB

SPDR SERIES TRUST

-50.84%

Shares763

Event2026-03-31

Filed2026-06-10

IVOG

VANGUARD ADMIRAL FDS INC

New

Shares125

Event2026-03-31

Filed2026-06-10

SUSC

ISHARES TR

4.86%

Shares669

Event2026-03-31

Filed2026-06-10

FXG

FIRST TR EXCHANGE-TRADED FD

New

Shares236

Event2026-03-31

Filed2026-06-10

VFH

VANGUARD WORLD FD

0.00%

Shares123

Event2026-03-31

Filed2026-06-10

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares253

Event2026-03-31

Filed2026-06-10

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares239

Event2026-03-31

Filed2026-06-10

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares181

Event2026-03-31

Filed2026-06-10

USIG

ISHARES TR

25.63%

Shares250

Event2026-03-31

Filed2026-06-10

HAP

VANECK ETF TRUST

0.00%

Shares160

Event2026-03-31

Filed2026-06-10

VGIT

VANGUARD SCOTTSDALE FDS

0.52%

Shares192

Event2026-03-31

Filed2026-06-10

KBE

SPDR SERIES TRUST

0.00%

Shares185

Event2026-03-31

Filed2026-06-10

DUHP

DIMENSIONAL ETF TRUST

0.00%

Shares291

Event2026-03-31

Filed2026-06-10

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares141

Event2026-03-31

Filed2026-06-10

FALN

ISHARES TR

-47.54%

Shares395

Event2026-03-31

Filed2026-06-10

XSW

SPDR SERIES TRUST

0.00%

Shares72

Event2026-03-31

Filed2026-06-10

SCZ

ISHARES TR

0.00%

Shares125

Event2026-03-31

Filed2026-06-10

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares242

Event2026-03-31

Filed2026-06-10

DCOR

DIMENSIONAL ETF TRUST

0.78%

Shares130

Event2026-03-31

Filed2026-06-10

WDIV

SPDR INDEX SHS FDS

0.00%

Shares120

Event2026-03-31

Filed2026-06-10

REM

ISHARES TR

0.00%

Shares422

Event2026-03-31

Filed2026-06-10

SPEM

SPDR INDEX SHS FDS

0.00%

Shares193

Event2026-03-31

Filed2026-06-10

EWJ

ISHARES INC

29.63%

Shares105

Event2026-03-31

Filed2026-06-10

ESGU

ISHARES TR

0.00%

Shares62

Event2026-03-31

Filed2026-06-10

FGD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares270

Event2026-03-31

Filed2026-06-10

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares80

Event2026-03-31

Filed2026-06-10

SPBO

SPDR SERIES TRUST

0.78%

Shares257

Event2026-03-31

Filed2026-06-10

MUSI

AMERICAN CENTY ETF TR

-18.50%

Shares163

Event2026-03-31

Filed2026-06-10

EDIV

SPDR INDEX SHS FDS

-36.56%

Shares177

Event2026-03-31

Filed2026-06-10

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares60

Event2026-03-31

Filed2026-06-10

KXI

ISHARES TR

0.00%

Shares100

Event2026-03-31

Filed2026-06-10

IYH

ISHARES TR

0.00%

Shares108

Event2026-03-31

Filed2026-06-10

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares105

Event2026-03-31

Filed2026-06-10

LQD

ISHARES TR

1.82%

Shares56

Event2026-03-31

Filed2026-06-10

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares164

Event2026-03-31

Filed2026-06-10

RSPH

INVESCO EXCHANGE TRADED FD T

New

Shares190

Event2026-03-31

Filed2026-06-10

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares60

Event2026-03-31

Filed2026-06-10

JMBS

JANUS DETROIT STR TR

-19.74%

Shares122

Event2026-03-31

Filed2026-06-10

HYDB

ISHARES TR

-21.33%

Shares118

Event2026-03-31

Filed2026-06-10

REMX

VANECK ETF TRUST

6000.00%

Shares61

Event2026-03-31

Filed2026-06-10

DFAE

DIMENSIONAL ETF TRUST

-0.67%

Shares148

Event2026-03-31

Filed2026-06-10

TIP

ISHARES TR

542.86%

Shares45

Event2026-03-31

Filed2026-06-10

XMMO

INVESCO EXCHANGE TRADED FD T

-24.44%

Shares34

Event2026-03-31

Filed2026-06-10

SPMD

SPDR SERIES TRUST

0.00%

Shares82

Event2026-03-31

Filed2026-06-10

SPSB

SPDR SERIES TRUST

-19.67%

Shares147

Event2026-03-31

Filed2026-06-10

STIP

ISHARES TR

-46.67%

Shares40

Event2026-03-31

Filed2026-06-10

DIHP

DIMENSIONAL ETF TRUST

0.79%

Shares128

Event2026-03-31

Filed2026-06-10

COPX

GLOBAL X FDS

2.17%

Shares47

Event2026-03-31

Filed2026-06-10

DFIV

DIMENSIONAL ETF TRUST

New

Shares65

Event2026-03-31

Filed2026-06-10

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares60

Event2026-03-31

Filed2026-06-10

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares71

Event2026-03-31

Filed2026-06-10

VCSH

VANGUARD SCOTTSDALE FDS

-16.28%

Shares36

Event2026-03-31

Filed2026-06-10

XSMO

INVESCO EXCHANGE TRADED FD T

-17.78%

Shares37

Event2026-03-31

Filed2026-06-10

IWY

ISHARES TR

0.00%

Shares10

Event2026-03-31

Filed2026-06-10

IXN

ISHARES TR

0.00%

Shares24

Event2026-03-31

Filed2026-06-10

IQLT

ISHARES TR

New

Shares38

Event2026-03-31

Filed2026-06-10

SPIB

SPDR SERIES TRUST

-96.32%

Shares46

Event2026-03-31

Filed2026-06-10

IYG

ISHARES TR

0.00%

Shares18

Event2026-03-31

Filed2026-06-10

SDG

ISHARES TR

0.00%

Shares16

Event2026-03-31

Filed2026-06-10

XME

SPDR SERIES TRUST

New

Shares10

Event2026-03-31

Filed2026-06-10

Call Option Holdings

XOM Call CallEXXON MOBIL CORP2.5K shares177.78%2026-03-312026-06-10

AMZN Call CallAMAZON COM INC400 sharesnew addition2026-03-312026-06-10

XOM Call

EXXON MOBIL CORP

177.78%

Shares2.5K

Event2026-03-31

Filed2026-06-10

AMZN Call

AMAZON COM INC

New

Shares400

Event2026-03-31

Filed2026-06-10

Put Option Holdings

BROADCOM INC Put PutBROADCOM INC600 shares-25.00%2026-03-312026-06-10

BROADCOM INC Put

BROADCOM INC

-25.00%

Shares600

Event2026-03-31

Filed2026-06-10