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The Analysis of Forum Financial Management, LP's Holdings & P&L

Currently, Forum Financial Management, LP holds 352 types of securities in its portfolio with a total value $7.8B. In the most recent quarter, they have increased their positions in TLH (+745.6K shares, valued at $74.8M), DFGP (+267.3K shares, valued at $14.6M), DFGR (+477.9K shares, valued at $13.8M); decreased their positions in DFEM (-636.7K shares, valued at $25.9M), N/A (-124.4K shares, valued at $14.5M), N/A (-33.8K shares, valued at $12.5M); initiated new positions in FRMI (+117.0K shares, valued at $1.1M), ANET (+3.3K shares, valued at $559.2K), VSDM (+6.6K shares, valued at $503.2K).

1M P&L

-115.8M-1.49%

3M P&L

-9.2M-0.12%

HY P&L

+598.4M+8.49%

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/A7.2B

93.5%

2Drug Manufacturers - General139.2M

1.8%

3Consumer Electronics73.9M

1.0%

Top Industries by Stock Count

1N/A145 stocks

46.5%

2Semiconductors11 stocks

3.5%

3Oil & Gas Midstream9 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST42.6M shares0.63%2026-06-302026-07-23

TLH ISHARES TR9.7M shares8.34%2026-06-302026-07-23

DFAT DIMENSIONAL ETF TRUST10.4M shares0.33%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST15.8M shares-3.88%2026-06-302026-07-23

DFIC DIMENSIONAL ETF TRUST16.5M shares1.51%2026-06-302026-07-23

DFGR DIMENSIONAL ETF TRUST18.0M shares2.73%2026-06-302026-07-23

DFGP DIMENSIONAL ETF TRUST6.8M shares4.09%2026-06-302026-07-23

DUHP DIMENSIONAL ETF TRUST8.7M shares2.48%2026-06-302026-07-23

Sponsored

DISV DIMENSIONAL ETF TRUST5.6M shares0.67%2026-06-302026-07-23

DIHP DIMENSIONAL ETF TRUST6.4M shares1.65%2026-06-302026-07-23

AMGN AMGEN INC348.0K shares0.01%2026-06-302026-07-23

DFUS DIMENSIONAL ETF TRUST1.1M shares-2.21%2026-06-302026-07-23

AAPL APPLE INC255.4K shares-0.67%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS1.3M shares-0.99%2026-06-302026-07-23

HYD VANECK ETF TRUST1.3M shares-0.76%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST1.2M shares-1.23%2026-06-302026-07-23

Sponsored

DFAX DIMENSIONAL ETF TRUST1.0M shares-0.60%2026-06-302026-07-23

VGLT VANGUARD SCOTTSDALE FDS698.5K shares-22.06%2026-06-302026-07-23

GOOG ALPHABET INC106.8K shares-2.80%2026-06-302026-07-23

GOOGL ALPHABET INC96.2K shares0.76%2026-06-302026-07-23

DFSU DIMENSIONAL ETF TRUST471.4K shares4.85%2026-06-302026-07-23

DFIV DIMENSIONAL ETF TRUST372.6K shares-1.11%2026-06-302026-07-23

BSVO EA SERIES TRUST634.4K shares-1.78%2026-06-302026-07-23

DFSE DIMENSIONAL ETF TRUST365.7K shares-2.37%2026-06-302026-07-23

Sponsored

MSFT MICROSOFT CORP46.7K shares-2.31%2026-06-302026-07-23

VGSR MANAGER DIRECTED PORTFOLIOS1.4M shares2.29%2026-06-302026-07-23

NVDA NVIDIA CORPORATION69.0K shares25.91%2026-06-302026-07-23

ABBVIE INC ABBVIE INC54.7K shares1.68%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC23.3K shares2.76%2026-06-302026-07-23

AMZN AMAZON COM INC54.7K shares0.99%2026-06-302026-07-23

OKE ONEOK INC NEW147.0K shares0.22%2026-06-302026-07-23

DFSI DIMENSIONAL ETF TRUST269.2K shares2.05%2026-06-302026-07-23

Sponsored

DFAS DIMENSIONAL ETF TRUST141.5K shares-3.04%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T15.4K shares-2.29%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO35.0K shares-14.64%2026-06-302026-07-23

DFAR DIMENSIONAL ETF TRUST395.9K shares-1.30%2026-06-302026-07-23

VOO VANGUARD INDEX FDS14.3K shares15.97%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS23.9K shares-58.58%2026-06-302026-07-23

DE DEERE & CO12.0K shares-0.64%2026-06-302026-07-23

ET ENERGY TRANSFER L P392.4K shares-2.36%2026-06-302026-07-23

Sponsored

IWF ISHARES TR56.9K shares316.17%2026-06-302026-07-23

ISHARES TR ISHARES TR8.5K shares-0.53%2026-06-302026-07-23

LLY ELI LILLY & CO5.3K shares2.56%2026-06-302026-07-23

OUNZ VANECK MERK GOLD ETF160.1K shares0.00%2026-06-302026-07-23

DFIP DIMENSIONAL ETF TRUST146.5K shares-10.32%2026-06-302026-07-23

CAT CATERPILLAR INC5.2K shares5.98%2026-06-302026-07-23

DFCF DIMENSIONAL ETF TRUST125.9K shares0.36%2026-06-302026-07-23

DFSV DIMENSIONAL ETF TRUST134.4K shares-6.42%2026-06-302026-07-23

Sponsored

OSBC OLD SECOND BANCORP INC DEL205.7K shares0.01%2026-06-302026-07-23

TBIL RBB FD INC95.6K shares-0.42%2026-06-302026-07-23

WMT WALMART INC41.6K shares0.21%2026-06-302026-07-23

BROADCOM INC BROADCOM INC12.1K shares7.61%2026-06-302026-07-23

QQQ INVESCO QQQ TR6.1K shares-2.68%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS62.9K shares-0.24%2026-06-302026-07-23

HD HOME DEPOT INC12.5K shares0.59%2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW11.7K shares-7.84%2026-06-302026-07-23

Sponsored

MU MICRON TECHNOLOGY INC3.7K shares14.29%2026-06-302026-07-23

VUG VANGUARD INDEX FDS49.0K shares484.99%2026-06-302026-07-23

BSM BLACK STONE MINERALS L P300.0K shares0.00%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR21.8K shares-0.31%2026-06-302026-07-23

ABT ABBOTT LABORATORIES45.3K shares-3.30%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP29.8K shares4.63%2026-06-302026-07-23

AVUS AMERICAN CENTY ETF TR30.2K shares-1.64%2026-06-302026-07-23

SHV ISHARES TR33.1K shares-19.49%2026-06-302026-07-23

Sponsored

CBOE CBOE GLOBAL MKTS INC14.5K shares-0.03%2026-06-302026-07-23

MPLX MPLX LP62.3K shares0.01%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.5K shares0.86%2026-06-302026-07-23

VTIP VANGUARD MALVERN FDS64.5K shares126.27%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON12.6K shares6.48%2026-06-302026-07-23

INTC INTEL CORP22.4K shares-0.64%2026-06-302026-07-23

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC70.0K shares0.00%2026-06-302026-07-23

SYY SYSCO CORP36.9K shares0.01%2026-06-302026-07-23

Sponsored

IVW ISHARES TR22.2K shares-2.17%2026-06-302026-07-23

AVDV AMERICAN CENTY ETF TR26.8K shares0.18%2026-06-302026-07-23

MUB ISHARES TR25.1K shares-1.54%2026-06-302026-07-23

GE GE AEROSPACE7.1K shares12.55%2026-06-302026-07-23

TSLA TESLA INC6.3K shares3.12%2026-06-302026-07-23

IWD ISHARES TR10.8K shares-3.24%2026-06-302026-07-23

PG PROCTER & GAMBLE CO17.7K shares32.84%2026-06-302026-07-23

ALL ALLSTATE CORP10.8K shares-4.97%2026-06-302026-07-23

Sponsored

MCD MCDONALDS CORP9.4K shares0.22%2026-06-302026-07-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC20.9K shares-4.47%2026-06-302026-07-23

AVLV AMERICAN CENTY ETF TR25.7K shares0.38%2026-06-302026-07-23

IWB ISHARES TR5.7K shares-15.96%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC4.0K shares3.48%2026-06-302026-07-23

CVX CHEVRON CORPORATION13.7K shares-5.41%2026-06-302026-07-23

DFAU DIMENSIONAL ETF TRUST41.4K shares-0.07%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP4.1K shares0.73%2026-06-302026-07-23

Sponsored

GEV GE VERNOVA INC1.8K shares3.15%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC2.8K shares-5.01%2026-06-302026-07-23

GHC GRAHAM HLDGS CO1.7K shares0.00%2026-06-302026-07-23

VV VANGUARD INDEX FDS5.4K shares0.00%2026-06-302026-07-23

ODC OIL DRI CORP AMER18.1K shares42.35%2026-06-302026-07-23

KO COCA COLA CO21.8K shares1.42%2026-06-302026-07-23

IVE ISHARES TR7.7K shares-10.73%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC14.7K shares-89.42%2026-06-302026-07-23

Sponsored

VXUS VANGUARD STAR FDS19.6K shares2.67%2026-06-302026-07-23

AVUV AMERICAN CENTY ETF TR13.1K shares-2.94%2026-06-302026-07-23

MS MORGAN STANLEY7.5K shares-42.38%2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L42.4K shares0.47%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST36.8K shares0.00%2026-06-302026-07-23

DFIS DIMENSIONAL ETF TRUST43.3K shares-1.30%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-23

SBUX STARBUCKS CORP14.5K shares0.14%2026-06-302026-07-23

Sponsored

UNP UNION PAC CORP5.4K shares1.97%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC12.6K shares8.10%2026-06-302026-07-23

AVRE AMERICAN CENTY ETF TR31.0K shares-5.74%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.5K shares0.67%2026-06-302026-07-23

MRK MERCK & CO INC10.9K shares3.87%2026-06-302026-07-23

IAU ISHARES GOLD TR18.5K shares-0.22%2026-06-302026-07-23

VGT VANGUARD WORLD FD11.5K shares650.72%2026-06-302026-07-23

BK BANK OF NY MELLON CORP9.4K shares1.42%2026-06-302026-07-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.7K shares-13.07%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS4.8K shares-2.19%2026-06-302026-07-23

WFC WELLS FARGO & CO16.2K shares7.75%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC7.2K shares5.23%2026-06-302026-07-23

VTV VANGUARD INDEX FDS5.9K shares-24.20%2026-06-302026-07-23

COF CAPITAL ONE FINL CORP6.4K shares-1.75%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR13.1K shares-3.83%2026-06-302026-07-23

VO VANGUARD INDEX FDS15.6K shares546.58%2026-06-302026-07-23

Sponsored

DFEV DIMENSIONAL ETF TRUST28.8K shares0.00%2026-06-302026-07-23

VISA INC VISA INC3.5K shares3.05%2026-06-302026-07-23

KBE SPDR SERIES TRUST17.1K shares-0.22%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR41.6K shares-0.37%2026-06-302026-07-23

ORACLE CORP ORACLE CORP7.4K shares-21.82%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T5.1K shares-19.87%2026-06-302026-07-23

FRMI FERMI INC117.0K sharesnew addition2026-06-302026-07-23

CME CME GROUP INC4.8K shares1.10%2026-06-302026-07-23

Sponsored

NETFLIX INC. NETFLIX INC.14.5K shares23.97%2026-06-302026-07-23

MO ALTRIA GROUP INC14.4K shares7.00%2026-06-302026-07-23

SDY SPDR SERIES TRUST6.7K shares0.18%2026-06-302026-07-23

APD AIR PRODUCTS AND CHEMICALS I3.4K shares1.28%2026-06-302026-07-23

T AT&T INC47.0K shares-12.33%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP3.1K shares1.06%2026-06-302026-07-23

AVES AMERICAN CENTY ETF TR14.6K shares0.00%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR29.8K shares-4.43%2026-06-302026-07-23

Sponsored

TXN TEXAS INSTRS INC3.1K shares0.00%2026-06-302026-07-23

AXP AMERICAN EXPRESS CO2.8K shares3.28%2026-06-302026-07-23

PFE PFIZER INC38.7K shares7.18%2026-06-302026-07-23

IWM ISHARES TR3.1K shares-5.25%2026-06-302026-07-23

GLW CORNING INC3.6K shares2.24%2026-06-302026-07-23

GILD GILEAD SCIENCES INC7.0K shares0.40%2026-06-302026-07-23

KMI KINDER MORGAN INC DEL27.8K shares0.40%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR5.6K shares-3.50%2026-06-302026-07-23

Sponsored

VNQ VANGUARD INDEX FDS9.1K shares-11.18%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR30.2K shares-1.04%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares46.57%2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP7.8K shares3.88%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC20.1K shares3.33%2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC7.8K shares1.31%2026-06-302026-07-23

DIS DISNEY WALT CO8.7K shares-6.54%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F13.9K shares1.18%2026-06-302026-07-23

Sponsored

ITOT ISHARES TR5.0K shares58.37%2026-06-302026-07-23

VTHR VANGUARD SCOTTSDALE FDS2.5K shares0.24%2026-06-302026-07-23

SWKS SKYWORKS SOLUTIONS INC12.1K shares0.00%2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 401.1K shares30.05%2026-06-302026-07-23

DIOD DIODES INC7.3K shares-30.48%2026-06-302026-07-23

IWV ISHARES TR1.9K shares0.22%2026-06-302026-07-23

AVDE AMERICAN CENTY ETF TR8.8K shares2.02%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR26.2K shares5.02%2026-06-302026-07-23

Sponsored

SCHG SCHWAB STRATEGIC TR22.7K shares0.05%2026-06-302026-07-23

PEP PEPSICO INC5.7K shares14.18%2026-06-302026-07-23

BAC BANK OF AMER CORP13.4K shares-4.87%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC8.5K shares1.09%2026-06-302026-07-23

GLD SPDR GOLD TR2.0K shares-2.23%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC952 shares61.63%2026-06-302026-07-23

VXF VANGUARD INDEX FDS2.9K shares-14.78%2026-06-302026-07-23

SCZ ISHARES TR8.7K shares-4.17%2026-06-302026-07-23

Sponsored

CHUBB LIMITED CHUBB LIMITED2.1K shares-1.64%2026-06-302026-07-23

TRIN TRINITY CAP INC40.0K shares0.00%2026-06-302026-07-23

IWN ISHARES TR3.2K shares1.74%2026-06-302026-07-23

MET METLIFE INC8.3K shares14.85%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION3.6K shares-3.99%2026-06-302026-07-23

IWR ISHARES TR6.1K shares0.00%2026-06-302026-07-23

C CITIGROUP INC4.8K shares2.88%2026-06-302026-07-23

TJX TJX COS INC NEW4.3K shares-2.63%2026-06-302026-07-23

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares1.15%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO6.5K shares4.57%2026-06-302026-07-23

WMB WILLIAMS COS INC8.4K shares-27.17%2026-06-302026-07-23

IWO ISHARES TR1.6K shares1.21%2026-06-302026-07-23

CEF SPROTT ASSET MANAGEMENT LP15.3K shares0.00%2026-06-302026-07-23

WTFC WINTRUST FINL CORP3.8K shares0.00%2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC854 shares1.55%2026-06-302026-07-23

COP CONOCOPHILLIPS5.9K shares0.09%2026-06-302026-07-23

Sponsored

BA BOEING CO2.8K shares-5.98%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW4.7K shares2.87%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN2.7K shares-19.77%2026-06-302026-07-23

ISHARES TR ISHARES TR6.1K shares-5.76%2026-06-302026-07-23

DIA STATE STR SPDR DOW JONES IND1.1K shares0.09%2026-06-302026-07-23

HSY HERSHEY CO3.3K shares-2.30%2026-06-302026-07-23

PRU PRUDENTIAL FINL INC5.4K shares2.76%2026-06-302026-07-23

FBTC FIDELITY WISE ORIGIN BITCOIN11.3K shares0.00%2026-06-302026-07-23

Sponsored

ANET ARISTA NETWORKS INC3.3K sharesnew addition2026-06-302026-07-23

ADI ANALOG DEVICES INC1.4K shares-5.12%2026-06-302026-07-23

FITB FIFTH THIRD BANCORP9.9K shares-19.88%2026-06-302026-07-23

BX BLACKSTONE INC4.7K shares-6.15%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K shares1.53%2026-06-302026-07-23

FTNT FORTINET INC3.5K shares0.00%2026-06-302026-07-23

DHR DANAHER CORP DEL2.8K shares4.65%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F3.4K shares-1.56%2026-06-302026-07-23

Sponsored

XLI SELECT SECTOR SPDR TR2.9K shares-1.70%2026-06-302026-07-23

SCYB SCHWAB STRATEGIC TR20.3K shares2.79%2026-06-302026-07-23

MEAR ISHARES U S ETF TR10.5K shares0.00%2026-06-302026-07-23

EFA ISHARES TR5.1K shares2.41%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP2.1K shares-2.58%2026-06-302026-07-23

IBIT ISHARES BITCOIN TRUST ETF15.4K shares-1.80%2026-06-302026-07-23

WEC WEC ENERGY GROUP INC4.3K shares0.00%2026-06-302026-07-23

VSDM VANGUARD MUN BD FDS6.6K sharesnew addition2026-06-302026-07-23

Sponsored

CHMG CHEMUNG FINL CORP6.7K shares0.00%2026-06-302026-07-23

KKR KKR & CO INC5.5K shares0.00%2026-06-302026-07-23

ADOBE INC ADOBE INC2.4K shares2.05%2026-06-302026-07-23

PCAR PACCAR INC4.2K shares0.19%2026-06-302026-07-23

WAL WESTERN ALLIANCE BANCORP6.1K shares0.00%2026-06-302026-07-23

DOMINION ENERGY INC DOMINION ENERGY INC7.3K shares1.72%2026-06-302026-07-23

PRSU PURSUIT ATTRACTIONS AND HOSP8.8K shares0.00%2026-06-302026-07-23

TEMPUS AI INC TEMPUS AI INC8.3K shares0.00%2026-06-302026-07-23

Sponsored

VBR VANGUARD INDEX FDS2.0K shares83.77%2026-06-302026-07-23

VB VANGUARD INDEX FDS1.6K shares-3.50%2026-06-302026-07-23

KLAC KLA CORP1.5K shares900.00%2026-06-302026-07-23

RWR SPDR SERIES TRUST4.0K shares0.00%2026-06-302026-07-23

PSX PHILLIPS 662.7K shares-1.66%2026-06-302026-07-23

SCHI SCHWAB STRATEGIC TR19.8K shares0.00%2026-06-302026-07-23

BOXX EA SERIES TRUST3.8K shares0.00%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR12.2K shares-4.81%2026-06-302026-07-23

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.3K shares0.00%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS2.8K shares-9.33%2026-06-302026-07-23

ACWX ISHARES TR5.7K shares0.00%2026-06-302026-07-23

BND VANGUARD BD INDEX FDS5.9K shares-32.48%2026-06-302026-07-23

DFSD DIMENSIONAL ETF TRUST9.0K shares-0.50%2026-06-302026-07-23

VOE VANGUARD INDEX FDS2.1K shares-0.79%2026-06-302026-07-23

MCK MCKESSON CORP560 shares0.00%2026-06-302026-07-23

LOW LOWES COS INC1.9K shares15.83%2026-06-302026-07-23

Sponsored

XLF SELECT SECTOR SPDR TR7.8K shares-9.14%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC949 sharesnew addition2026-06-302026-07-23

BIIB BIOGEN INC1.9K shares0.00%2026-06-302026-07-23

PULS PGIM ETF TR8.2K shares1.06%2026-06-302026-07-23

TLTD FLEXSHARES TR4.1K shares0.00%2026-06-302026-07-23

SHOP SHOPIFY INC3.4K shares9.96%2026-06-302026-07-23

AFL AFLAC INC3.2K shares0.00%2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC4.1K shares0.00%2026-06-302026-07-23

Sponsored

BXSL BLACKSTONE SECD LENDING FD15.7K shares0.00%2026-06-302026-07-23

VGUS VANGUARD INSTL INDEX FD4.9K sharesnew addition2026-06-302026-07-23

VUSB VANGUARD BD INDEX FDS7.5K sharesnew addition2026-06-302026-07-23

WELL WELLTOWER INC1.6K shares8.81%2026-06-302026-07-23

CLOUDFLARE INC CLOUDFLARE INC1.5K shares3.45%2026-06-302026-07-23

SPYI NEOS ETF TRUST6.9K shares4.26%2026-06-302026-07-23

IEUR ISHARES TR4.8K shares-2.18%2026-06-302026-07-23

HTH HILLTOP HLDGS INC9.3K shares0.00%2026-06-302026-07-23

Sponsored

CRM SALESFORCE INC2.3K shares-9.74%2026-06-302026-07-23

DLR DIGITAL RLTY TR INC2.0K shares-1.00%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC1.0K sharesnew addition2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC1.2K sharesnew addition2026-06-302026-07-23

IJR ISHARES TR2.4K shares0.17%2026-06-302026-07-23

ETN EATON CORP PLC819 shares10.68%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP3.8K shares0.69%2026-06-302026-07-23

IJH ISHARES TR4.5K shares-15.63%2026-06-302026-07-23

Sponsored

EXC EXELON CORP7.4K shares-0.20%2026-06-302026-07-23

SD SANDRIDGE ENERGY INC25.0K shares0.00%2026-06-302026-07-23

OLED UNIVERSAL DISPLAY CORP3.9K shares0.00%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO971 shares0.00%2026-06-302026-07-23

IWC ISHARES TR1.7K shares1.28%2026-06-302026-07-23

IYW ISHARES TR1.3K shares-15.30%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP935 shares-9.66%2026-06-302026-07-23

MLM MARTIN MARIETTA MATLS INC571 shares0.00%2026-06-302026-07-23

Sponsored

ESGU ISHARES TR2.0K shares0.00%2026-06-302026-07-23

SCL STEPAN CO5.9K shares0.00%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F3.9K shares-51.44%2026-06-302026-07-23

BITO PROSHARES TR40.5K shares-0.00%2026-06-302026-07-23

SCHV SCHWAB STRATEGIC TR9.2K shares1.02%2026-06-302026-07-23

QQQI NEOS ETF TRUST5.6K shares0.07%2026-06-302026-07-23

MELI MERCADOLIBRE INC184 shares-5.15%2026-06-302026-07-23

QCOM QUALCOMM INC1.7K sharesnew addition2026-06-302026-07-23

Sponsored

STRL STERLING INFRASTRUCTURE INC363 sharesnew addition2026-06-302026-07-23

VOT VANGUARD INDEX FDS980 shares-0.81%2026-06-302026-07-23

JEPI J P MORGAN EXCHANGE TRADED F5.2K shares-2.09%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC2.1K shares11.70%2026-06-302026-07-23

EEM ISHARES TR4.3K shares-1.23%2026-06-302026-07-23

CMI CUMMINS INC402 shares6.35%2026-06-302026-07-23

AVIV AMERICAN CENTY ETF TR3.7K shares-7.85%2026-06-302026-07-23

LIN LINDE PLC546 shares0.00%2026-06-302026-07-23

Sponsored

SCHM SCHWAB STRATEGIC TR7.7K shares3.68%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K shares8.97%2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR7.6K sharesnew addition2026-06-302026-07-23

DFAW DIMENSIONAL ETF TRUST3.3K shares8.09%2026-06-302026-07-23

CHD CHURCH & DWIGHT CO INC2.8K shares0.18%2026-06-302026-07-23

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.4K shares10.46%2026-06-302026-07-23

SCHZ SCHWAB STRATEGIC TR11.8K shares6.17%2026-06-302026-07-23

DAL DELTA AIR LINES INC2.9K sharesnew addition2026-06-302026-07-23

Sponsored

ASML ASML HLDG NV135 sharesnew addition2026-06-302026-07-23

IWP ISHARES TR1.8K shares-18.71%2026-06-302026-07-23

LNG CHENIERE ENERGY INC1.1K shares-0.09%2026-06-302026-07-23

MEDP MEDPACE HLDGS INC501 shares0.00%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC1.2K sharesnew addition2026-06-302026-07-23

IEMG ISHARES INC3.1K shares-8.21%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.2K sharesnew addition2026-06-302026-07-23

SLV ISHARES SILVER TR4.8K sharesnew addition2026-06-302026-07-23

Sponsored

XCEM COLUMBIA ETF TR II4.7K sharesnew addition2026-06-302026-07-23

PHYS SPROTT ASSET MANAGEMENT LP8.2K shares0.00%2026-06-302026-07-23

ENB ENBRIDGE INC4.5K shares0.16%2026-06-302026-07-23

CRWV COREWEAVE INC2.4K sharesnew addition2026-06-302026-07-23

PRFZ INVESCO EXCHANGE TRADED FD T4.3K sharesnew addition2026-06-302026-07-23

FDN FIRST TR EXCHANGE-TRADED FD906 shares0.11%2026-06-302026-07-23

PYPL PAYPAL HLDGS INC5.5K shares3.97%2026-06-302026-07-23

NOK NOKIA CORP17.7K shares0.00%2026-06-302026-07-23

Sponsored

HWM HOWMET AEROSPACE INC861 sharesnew addition2026-06-302026-07-23

GPIQ GOLDMAN SACHS ETF TR3.9K sharesnew addition2026-06-302026-07-23

OHI OMEGA HEALTHCARE INVS INC4.8K shares0.00%2026-06-302026-07-23

CART MAPLEBEAR INC4.9K sharesnew addition2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP453 shares-41.09%2026-06-302026-07-23

MPC MARATHON PETE CORP897 shares-14.57%2026-06-302026-07-23

VOYG VOYAGER TECHNOLOGIES INC7.0K sharesnew addition2026-06-302026-07-23

LUMENTUM HLDGS INC LUMENTUM HLDGS INC260 sharesnew addition2026-06-302026-07-23

Sponsored

SYK STRYKER CORPORATION705 shares0.00%2026-06-302026-07-23

VIRNETX HLDG CORP VIRNETX HLDG CORP17.3K shares0.00%2026-06-302026-07-23

BP BP PLC5.9K shares-15.83%2026-06-302026-07-23

DVY ISHARES TR1.4K sharesnew addition2026-06-302026-07-23

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC12.5K shares1.73%2026-06-302026-07-23

USB US BANCORP3.6K shares-11.02%2026-06-302026-07-23

BROS DUTCH BROS INC3.0K sharesnew addition2026-06-302026-07-23

CVS CVS HEALTH CORP2.1K sharesnew addition2026-06-302026-07-23

Sponsored

YUM YUM BRANDS INC1.3K sharesnew addition2026-06-302026-07-23

SCHK SCHWAB STRATEGIC TR5.8K sharesnew addition2026-06-302026-07-23

TER TERADYNE INC434 sharesnew addition2026-06-302026-07-23

LQD ISHARES TR1.9K sharesnew addition2026-06-302026-07-23

ONB OLD NATL BANCORP IND8.0K sharesnew addition2026-06-302026-07-23

BLK BLACKROCK INC216 shares-4.00%2026-06-302026-07-23

IXUS ISHARES TR2.2K sharesnew addition2026-06-302026-07-23

CI THE CIGNA GROUP748 sharesnew addition2026-06-302026-07-23

Sponsored

VBK VANGUARD INDEX FDS563 sharesnew addition2026-06-302026-07-23

BTBT BIT DIGITAL INC100.0K shares0.00%2026-06-302026-07-23

BZAI BLAIZE HLDGS INC125.5K shares8.66%2026-06-302026-07-23

SSII SS INNOVATIONS INTERNATIONAL38.5K shares0.00%2026-06-302026-07-23

LCID LUCID GROUP INC22.3K shares0.00%2026-06-302026-07-23

CLOV CLOVER HEALTH INVESTMENTS CO24.1K shares0.00%2026-06-302026-07-23

AWF ALLIANCEBERNSTEIN GLOBAL HIG12.1K shares0.00%2026-06-302026-07-23

RCAT RED CAT HLDGS INC11.0K shares0.00%2026-06-302026-07-23

Sponsored

HRZN HORIZON TECHNOLOGY FIN CORP24.8K sharesnew addition2026-06-302026-07-23

VG VENTURE GLOBAL INC10.0K shares0.16%2026-06-302026-07-23

AVR ANTERIS TECHNOLOGIES GLOBAL10.9K sharesnew addition2026-06-302026-07-23

AI C3 AI INC11.5K shares0.00%2026-06-302026-07-23

MDAI SPECTRAL AI INC60.5K shares0.00%2026-06-302026-07-23

SG SWEETGREEN INC11.0K shares0.00%2026-06-302026-07-23

AVXL ANAVEX LIFE SCIENCES CORP30.1K shares0.00%2026-06-302026-07-23

JQC NUVEEN CR STRATEGIES INCOME15.0K shares0.00%2026-06-302026-07-23

Sponsored

DIGI PWR X INC DIGI PWR X INC10.0K shares0.00%2026-06-302026-07-23

STXS STEREOTAXIS INC26.5K shares0.00%2026-06-302026-07-23

BORR BORR DRILLING LTD10.0K sharesnew addition2026-06-302026-07-23

PRME PRIME MEDICINE INC10.0K shares0.00%2026-06-302026-07-23

ABEV AMBEV SA11.0K shares0.00%2026-06-302026-07-23

FBIO FORTRESS BIOTECH INC10.0K shares0.00%2026-06-302026-07-23

PROP PRAIRIE OPER CO10.0K shares0.00%2026-06-302026-07-23

RMCOW ROYALTY MGMT HLDG CORP20.0K shares0.00%2026-06-302026-07-23

Sponsored

DFAC

DIMENSIONAL ETF TRUST

0.63%

Shares42.6M

Event2026-06-30

Filed2026-07-23

TLH

ISHARES TR

8.34%

Shares9.7M

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

0.33%

Shares10.4M

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

-3.88%

Shares15.8M

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL ETF TRUST

1.51%

Shares16.5M

Event2026-06-30

Filed2026-07-23

DFGR

DIMENSIONAL ETF TRUST

2.73%

Shares18.0M

Event2026-06-30

Filed2026-07-23

DFGP

DIMENSIONAL ETF TRUST

4.09%

Shares6.8M

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL ETF TRUST

2.48%

Shares8.7M

Event2026-06-30

Filed2026-07-23

DISV

DIMENSIONAL ETF TRUST

0.67%

Shares5.6M

Event2026-06-30

Filed2026-07-23

DIHP

DIMENSIONAL ETF TRUST

1.65%

Shares6.4M

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

0.01%

Shares348.0K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

-2.21%

Shares1.1M

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-0.67%

Shares255.4K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

-0.99%

Shares1.3M

Event2026-06-30

Filed2026-07-23

HYD

VANECK ETF TRUST

-0.76%

Shares1.3M

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

-1.23%

Shares1.2M

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

-0.60%

Shares1.0M

Event2026-06-30

Filed2026-07-23

VGLT

VANGUARD SCOTTSDALE FDS

-22.06%

Shares698.5K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-2.80%

Shares106.8K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

0.76%

Shares96.2K

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL ETF TRUST

4.85%

Shares471.4K

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

-1.11%

Shares372.6K

Event2026-06-30

Filed2026-07-23

BSVO

EA SERIES TRUST

-1.78%

Shares634.4K

Event2026-06-30

Filed2026-07-23

DFSE

DIMENSIONAL ETF TRUST

-2.37%

Shares365.7K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-2.31%

Shares46.7K

Event2026-06-30

Filed2026-07-23

VGSR

MANAGER DIRECTED PORTFOLIOS

2.29%

Shares1.4M

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

25.91%

Shares69.0K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

1.68%

Shares54.7K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

2.76%

Shares23.3K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

0.99%

Shares54.7K

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

0.22%

Shares147.0K

Event2026-06-30

Filed2026-07-23

DFSI

DIMENSIONAL ETF TRUST

2.05%

Shares269.2K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

-3.04%

Shares141.5K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

-2.29%

Shares15.4K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-14.64%

Shares35.0K

Event2026-06-30

Filed2026-07-23

DFAR

DIMENSIONAL ETF TRUST

-1.30%

Shares395.9K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

15.97%

Shares14.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-58.58%

Shares23.9K

Event2026-06-30

Filed2026-07-23

DEERE & CO

-0.64%

Shares12.0K

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

-2.36%

Shares392.4K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

316.17%

Shares56.9K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-0.53%

Shares8.5K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

2.56%

Shares5.3K

Event2026-06-30

Filed2026-07-23

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares160.1K

Event2026-06-30

Filed2026-07-23

DFIP

DIMENSIONAL ETF TRUST

-10.32%

Shares146.5K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

5.98%

Shares5.2K

Event2026-06-30

Filed2026-07-23

DFCF

DIMENSIONAL ETF TRUST

0.36%

Shares125.9K

Event2026-06-30

Filed2026-07-23

DFSV

DIMENSIONAL ETF TRUST

-6.42%

Shares134.4K

Event2026-06-30

Filed2026-07-23

OSBC

OLD SECOND BANCORP INC DEL

0.01%

Shares205.7K

Event2026-06-30

Filed2026-07-23

TBIL

RBB FD INC

-0.42%

Shares95.6K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

0.21%

Shares41.6K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

7.61%

Shares12.1K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-2.68%

Shares6.1K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

-0.24%

Shares62.9K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

0.59%

Shares12.5K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

-7.84%

Shares11.7K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

14.29%

Shares3.7K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

484.99%

Shares49.0K

Event2026-06-30

Filed2026-07-23

BSM

BLACK STONE MINERALS L P

0.00%

Shares300.0K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

-0.31%

Shares21.8K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

-3.30%

Shares45.3K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

4.63%

Shares29.8K

Event2026-06-30

Filed2026-07-23

AVUS

AMERICAN CENTY ETF TR

-1.64%

Shares30.2K

Event2026-06-30

Filed2026-07-23

SHV

ISHARES TR

-19.49%

Shares33.1K

Event2026-06-30

Filed2026-07-23

CBOE

CBOE GLOBAL MKTS INC

-0.03%

Shares14.5K

Event2026-06-30

Filed2026-07-23

MPLX

MPLX LP

0.01%

Shares62.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

0.86%

Shares3.5K

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD MALVERN FDS

126.27%

Shares64.5K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

6.48%

Shares12.6K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

-0.64%

Shares22.4K

Event2026-06-30

Filed2026-07-23

CENTERPOINT ENERGY INC

0.00%

Shares70.0K

Event2026-06-30

Filed2026-07-23

SYY

SYSCO CORP

0.01%

Shares36.9K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

-2.17%

Shares22.2K

Event2026-06-30

Filed2026-07-23

AVDV

AMERICAN CENTY ETF TR

0.18%

Shares26.8K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

-1.54%

Shares25.1K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

12.55%

Shares7.1K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

3.12%

Shares6.3K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

-3.24%

Shares10.8K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

32.84%

Shares17.7K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP

-4.97%

Shares10.8K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.22%

Shares9.4K

Event2026-06-30

Filed2026-07-23

APOLLO GLOBAL MGMT INC

-4.47%

Shares20.9K

Event2026-06-30

Filed2026-07-23

AVLV

AMERICAN CENTY ETF TR

0.38%

Shares25.7K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR

-15.96%

Shares5.7K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

3.48%

Shares4.0K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

-5.41%

Shares13.7K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL ETF TRUST

-0.07%

Shares41.4K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.73%

Shares4.1K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

3.15%

Shares1.8K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-5.01%

Shares2.8K

Event2026-06-30

Filed2026-07-23

GHC

GRAHAM HLDGS CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-23

ODC

OIL DRI CORP AMER

42.35%

Shares18.1K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

1.42%

Shares21.8K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

-10.73%

Shares7.7K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-89.42%

Shares14.7K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

2.67%

Shares19.6K

Event2026-06-30

Filed2026-07-23

AVUV

AMERICAN CENTY ETF TR

-2.94%

Shares13.1K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

-42.38%

Shares7.5K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.47%

Shares42.4K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares36.8K

Event2026-06-30

Filed2026-07-23

DFIS

DIMENSIONAL ETF TRUST

-1.30%

Shares43.3K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

0.14%

Shares14.5K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

1.97%

Shares5.4K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

8.10%

Shares12.6K

Event2026-06-30

Filed2026-07-23

AVRE

AMERICAN CENTY ETF TR

-5.74%

Shares31.0K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

0.67%

Shares1.5K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

3.87%

Shares10.9K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

-0.22%

Shares18.5K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

650.72%

Shares11.5K

Event2026-06-30

Filed2026-07-23

BANK OF NY MELLON CORP

1.42%

Shares9.4K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

-13.07%

Shares5.7K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

-2.19%

Shares4.8K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

7.75%

Shares16.2K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

5.23%

Shares7.2K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

-24.20%

Shares5.9K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP

-1.75%

Shares6.4K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

-3.83%

Shares13.1K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

546.58%

Shares15.6K

Event2026-06-30

Filed2026-07-23

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-23

VISA INC

3.05%

Shares3.5K

Event2026-06-30

Filed2026-07-23

KBE

SPDR SERIES TRUST

-0.22%

Shares17.1K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

-0.37%

Shares41.6K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

-21.82%

Shares7.4K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

-19.87%

Shares5.1K

Event2026-06-30

Filed2026-07-23

FRMI

FERMI INC

New

Shares117.0K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

1.10%

Shares4.8K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

23.97%

Shares14.5K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

7.00%

Shares14.4K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SERIES TRUST

0.18%

Shares6.7K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

1.28%

Shares3.4K

Event2026-06-30

Filed2026-07-23

AT&T INC

-12.33%

Shares47.0K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

1.06%

Shares3.1K

Event2026-06-30

Filed2026-07-23

AVES

AMERICAN CENTY ETF TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

-4.43%

Shares29.8K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

3.28%

Shares2.8K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

7.18%

Shares38.7K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

-5.25%

Shares3.1K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

2.24%

Shares3.6K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

0.40%

Shares7.0K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

0.40%

Shares27.8K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

-3.50%

Shares5.6K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

-11.18%

Shares9.1K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

-1.04%

Shares30.2K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

46.57%

Shares1.8K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

3.88%

Shares7.8K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

3.33%

Shares20.1K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

1.31%

Shares7.8K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

-6.54%

Shares8.7K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

1.18%

Shares13.9K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

58.37%

Shares5.0K

Event2026-06-30

Filed2026-07-23

VTHR

VANGUARD SCOTTSDALE FDS

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SWKS

SKYWORKS SOLUTIONS INC

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

30.05%

Shares1.1K

Event2026-06-30

Filed2026-07-23

DIOD

DIODES INC

-30.48%

Shares7.3K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.22%

Shares1.9K

Event2026-06-30

Filed2026-07-23

AVDE

AMERICAN CENTY ETF TR

2.02%

Shares8.8K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

5.02%

Shares26.2K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.05%

Shares22.7K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

14.18%

Shares5.7K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

-4.87%

Shares13.4K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

1.09%

Shares8.5K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

-2.23%

Shares2.0K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

61.63%

Shares952

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD INDEX FDS

-14.78%

Shares2.9K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

-4.17%

Shares8.7K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

-1.64%

Shares2.1K

Event2026-06-30

Filed2026-07-23

TRIN

TRINITY CAP INC

0.00%

Shares40.0K

Event2026-06-30

Filed2026-07-23

IWN

ISHARES TR

1.74%

Shares3.2K

Event2026-06-30

Filed2026-07-23

MET

METLIFE INC

14.85%

Shares8.3K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

-3.99%

Shares3.6K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

2.88%

Shares4.8K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

-2.63%

Shares4.3K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

1.15%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

4.57%

Shares6.5K

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC

-27.17%

Shares8.4K

Event2026-06-30

Filed2026-07-23

IWO

ISHARES TR

1.21%

Shares1.6K

Event2026-06-30

Filed2026-07-23

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-23

WTFC

WINTRUST FINL CORP

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

1.55%

Shares854

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

0.09%

Shares5.9K

Event2026-06-30

Filed2026-07-23

BOEING CO

-5.98%

Shares2.8K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

2.87%

Shares4.7K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

-19.77%

Shares2.7K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-5.76%

Shares6.1K

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-23

HSY

HERSHEY CO

-2.30%

Shares3.3K

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

2.76%

Shares5.4K

Event2026-06-30

Filed2026-07-23

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

-5.12%

Shares1.4K

Event2026-06-30

Filed2026-07-23

FITB

FIFTH THIRD BANCORP

-19.88%

Shares9.9K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

-6.15%

Shares4.7K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

1.53%

Shares1.3K

Event2026-06-30

Filed2026-07-23

FTNT

FORTINET INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

4.65%

Shares2.8K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

-1.56%

Shares3.4K

Event2026-06-30

Filed2026-07-23

XLI

SELECT SECTOR SPDR TR

-1.70%

Shares2.9K

Event2026-06-30

Filed2026-07-23

SCYB

SCHWAB STRATEGIC TR

2.79%

Shares20.3K

Event2026-06-30

Filed2026-07-23

MEAR

ISHARES U S ETF TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

2.41%

Shares5.1K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

-2.58%

Shares2.1K

Event2026-06-30

Filed2026-07-23

IBIT

ISHARES BITCOIN TRUST ETF

-1.80%

Shares15.4K

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

VSDM

VANGUARD MUN BD FDS

New

Shares6.6K

Event2026-06-30

Filed2026-07-23

CHMG

CHEMUNG FINL CORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-23

KKR

KKR & CO INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-23

ADOBE INC

2.05%

Shares2.4K

Event2026-06-30

Filed2026-07-23

PCAR

PACCAR INC

0.19%

Shares4.2K

Event2026-06-30

Filed2026-07-23

WAL

WESTERN ALLIANCE BANCORP

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

1.72%

Shares7.3K

Event2026-06-30

Filed2026-07-23

PRSU

PURSUIT ATTRACTIONS AND HOSP

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-23

TEMPUS AI INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

83.77%

Shares2.0K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-3.50%

Shares1.6K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

900.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

RWR

SPDR SERIES TRUST

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

-1.66%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-23

BOXX

EA SERIES TRUST

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

-4.81%

Shares12.2K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-9.33%

Shares2.8K

Event2026-06-30

Filed2026-07-23

ACWX

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

-32.48%

Shares5.9K

Event2026-06-30

Filed2026-07-23

DFSD

DIMENSIONAL ETF TRUST

-0.50%

Shares9.0K

Event2026-06-30

Filed2026-07-23

VOE

VANGUARD INDEX FDS

-0.79%

Shares2.1K

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

0.00%

Shares560

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

15.83%

Shares1.9K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

-9.14%

Shares7.8K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

New

Shares949

Event2026-06-30

Filed2026-07-23

BIIB

BIOGEN INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

PULS

PGIM ETF TR

1.06%

Shares8.2K

Event2026-06-30

Filed2026-07-23

TLTD

FLEXSHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

9.96%

Shares3.4K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

BXSL

BLACKSTONE SECD LENDING FD

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-23

VGUS

VANGUARD INSTL INDEX FD

New

Shares4.9K

Event2026-06-30

Filed2026-07-23

VUSB

VANGUARD BD INDEX FDS

New

Shares7.5K

Event2026-06-30

Filed2026-07-23

WELL

WELLTOWER INC

8.81%

Shares1.6K

Event2026-06-30

Filed2026-07-23

CLOUDFLARE INC

3.45%

Shares1.5K

Event2026-06-30

Filed2026-07-23

SPYI

NEOS ETF TRUST

4.26%

Shares6.9K

Event2026-06-30

Filed2026-07-23

IEUR

ISHARES TR

-2.18%

Shares4.8K

Event2026-06-30

Filed2026-07-23

HTH

HILLTOP HLDGS INC

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

-9.74%

Shares2.3K

Event2026-06-30

Filed2026-07-23

DLR

DIGITAL RLTY TR INC

-1.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

10.68%

Shares819

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

0.69%

Shares3.8K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-15.63%

Shares4.5K

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP

-0.20%

Shares7.4K

Event2026-06-30

Filed2026-07-23

SANDRIDGE ENERGY INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-23

OLED

UNIVERSAL DISPLAY CORP

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

0.00%

Shares971

Event2026-06-30

Filed2026-07-23

IWC

ISHARES TR

1.28%

Shares1.7K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-15.30%

Shares1.3K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

-9.66%

Shares935

Event2026-06-30

Filed2026-07-23

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares571

Event2026-06-30

Filed2026-07-23

ESGU

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SCL

STEPAN CO

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

-51.44%

Shares3.9K

Event2026-06-30

Filed2026-07-23

BITO

PROSHARES TR

-0.00%

Shares40.5K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB STRATEGIC TR

1.02%

Shares9.2K

Event2026-06-30

Filed2026-07-23

QQQI

NEOS ETF TRUST

0.07%

Shares5.6K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

-5.15%

Shares184

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

STRL

STERLING INFRASTRUCTURE INC

New

Shares363

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD INDEX FDS

-0.81%

Shares980

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

-2.09%

Shares5.2K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

11.70%

Shares2.1K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES TR

-1.23%

Shares4.3K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

6.35%

Shares402

Event2026-06-30

Filed2026-07-23

AVIV

AMERICAN CENTY ETF TR

-7.85%

Shares3.7K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

0.00%

Shares546

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

3.68%

Shares7.7K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

8.97%

Shares1.2K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

New

Shares7.6K

Event2026-06-30

Filed2026-07-23

DFAW

DIMENSIONAL ETF TRUST

8.09%

Shares3.3K

Event2026-06-30

Filed2026-07-23

CHD

CHURCH & DWIGHT CO INC

0.18%

Shares2.8K

Event2026-06-30

Filed2026-07-23

J P MORGAN EXCHANGE TRADED F

10.46%

Shares4.4K

Event2026-06-30

Filed2026-07-23

SCHZ

SCHWAB STRATEGIC TR

6.17%

Shares11.8K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

New

Shares135

Event2026-06-30

Filed2026-07-23

IWP

ISHARES TR

-18.71%

Shares1.8K

Event2026-06-30

Filed2026-07-23

LNG

CHENIERE ENERGY INC

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-23

MEDP

MEDPACE HLDGS INC

0.00%

Shares501

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

-8.21%

Shares3.1K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

New

Shares4.8K

Event2026-06-30

Filed2026-07-23

XCEM

COLUMBIA ETF TR II

New

Shares4.7K

Event2026-06-30

Filed2026-07-23

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

0.16%

Shares4.5K

Event2026-06-30

Filed2026-07-23

CRWV

COREWEAVE INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

PRFZ

INVESCO EXCHANGE TRADED FD T

New

Shares4.3K

Event2026-06-30

Filed2026-07-23

FDN

FIRST TR EXCHANGE-TRADED FD

0.11%

Shares906

Event2026-06-30

Filed2026-07-23

PYPL

PAYPAL HLDGS INC

3.97%

Shares5.5K

Event2026-06-30

Filed2026-07-23

NOK

NOKIA CORP

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC

New

Shares861

Event2026-06-30

Filed2026-07-23

GPIQ

GOLDMAN SACHS ETF TR

New

Shares3.9K

Event2026-06-30

Filed2026-07-23

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

CART

MAPLEBEAR INC

New

Shares4.9K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

-41.09%

Shares453

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

-14.57%

Shares897

Event2026-06-30

Filed2026-07-23

VOYG

VOYAGER TECHNOLOGIES INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-23

LUMENTUM HLDGS INC

New

Shares260

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

0.00%

Shares705

Event2026-06-30

Filed2026-07-23

VIRNETX HLDG CORP

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-23

BP PLC

-15.83%

Shares5.9K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

RIVIAN AUTOMOTIVE INC

1.73%

Shares12.5K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

-11.02%

Shares3.6K

Event2026-06-30

Filed2026-07-23

BROS

DUTCH BROS INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

YUM

YUM BRANDS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

SCHK

SCHWAB STRATEGIC TR

New

Shares5.8K

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC

New

Shares434

Event2026-06-30

Filed2026-07-23

LQD

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

ONB

OLD NATL BANCORP IND

New

Shares8.0K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

-4.00%

Shares216

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

THE CIGNA GROUP

New

Shares748

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD INDEX FDS

New

Shares563

Event2026-06-30

Filed2026-07-23

BTBT

BIT DIGITAL INC

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-23

BZAI

BLAIZE HLDGS INC

8.66%

Shares125.5K

Event2026-06-30

Filed2026-07-23

SSII

SS INNOVATIONS INTERNATIONAL

0.00%

Shares38.5K

Event2026-06-30

Filed2026-07-23

LCID

LUCID GROUP INC

0.00%

Shares22.3K

Event2026-06-30

Filed2026-07-23

CLOV

CLOVER HEALTH INVESTMENTS CO

0.00%

Shares24.1K

Event2026-06-30

Filed2026-07-23

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-23

RCAT

RED CAT HLDGS INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-23

HRZN

HORIZON TECHNOLOGY FIN CORP

New

Shares24.8K

Event2026-06-30

Filed2026-07-23

VENTURE GLOBAL INC

0.16%

Shares10.0K

Event2026-06-30

Filed2026-07-23

AVR

ANTERIS TECHNOLOGIES GLOBAL

New

Shares10.9K

Event2026-06-30

Filed2026-07-23

C3 AI INC

0.00%

Shares11.5K

Event2026-06-30

Filed2026-07-23

MDAI

SPECTRAL AI INC

0.00%

Shares60.5K

Event2026-06-30

Filed2026-07-23

SWEETGREEN INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-23

AVXL

ANAVEX LIFE SCIENCES CORP

0.00%

Shares30.1K

Event2026-06-30

Filed2026-07-23

JQC

NUVEEN CR STRATEGIES INCOME

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-23

DIGI PWR X INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

STXS

STEREOTAXIS INC

0.00%

Shares26.5K

Event2026-06-30

Filed2026-07-23

BORR

BORR DRILLING LTD

New

Shares10.0K

Event2026-06-30

Filed2026-07-23

PRME

PRIME MEDICINE INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

ABEV

AMBEV SA

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-23

FBIO

FORTRESS BIOTECH INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

PROP

PRAIRIE OPER CO

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

RMCOW

ROYALTY MGMT HLDG CORP

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available