Sponsored

The Analysis of GILPIN WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, GILPIN WEALTH MANAGEMENT, LLC holds 998 types of securities in its portfolio with a total value $126.3M. In the most recent quarter, they have increased their positions in AOK (+29.6K shares, valued at $1.2M), FTCB (+30.6K shares, valued at $641.4K), PPT (+67.6K shares, valued at $240.1K); decreased their positions in FTNT (-3.8K shares, valued at $311.4K), BIL (-2.9K shares, valued at $261.5K), ET (-9.0K shares, valued at $174.6K); initiated new positions in FTCB (+30.6K shares, valued at $641.4K), N/A (+4.6K shares, valued at $113.1K), WAT (+254 shares, valued at $75.6K).

1M P&L

+1.3M+1.03%

3M P&L

-729.7K-0.55%

HY P&L

+1.6M+1.20%

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/A73.6M

62.0%

2Software - Infrastructure6.3M

5.3%

3Semiconductors5.4M

4.5%

Top Industries by Stock Count

1N/A212 stocks

22.8%

2Banks - Regional55 stocks

5.9%

3Software - Application22 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VLUE ISHARES TR37.3K shares-2.82%2026-03-312026-04-21

NVDA NVIDIA CORPORATION26.6K shares-0.86%2026-03-312026-04-21

VTI VANGUARD INDEX FDS11.6K shares0.00%2026-03-312026-04-21

IVV ISHARES TR5.7K shares-1.10%2026-03-312026-04-21

VXF VANGUARD INDEX FDS15.8K shares0.00%2026-03-312026-04-21

FLRN SPDR SERIES TRUST104.2K shares-0.14%2026-03-312026-04-21

AAPL APPLE INC11.8K shares-1.23%2026-03-312026-04-21

AOK ISHARES TR71.0K shares71.65%2026-03-312026-04-21

Sponsored

SPIB SPDR SERIES TRUST78.6K shares0.81%2026-03-312026-04-21

ALPHABET INC ALPHABET INC8.8K shares-4.29%2026-03-312026-04-21

FTNT FORTINET INC29.7K shares-11.36%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II45.9K shares9.50%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO7.3K shares-0.95%2026-03-312026-04-21

MSFT MICROSOFT CORP5.5K shares-1.47%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F39.9K shares-2.25%2026-03-312026-04-21

BIL SPDR SERIES TRUST21.0K shares-11.95%2026-03-312026-04-21

Sponsored

SPSB SPDR SERIES TRUST63.8K shares-0.86%2026-03-312026-04-21

ET ENERGY TRANSFER L P85.9K shares-9.53%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L42.3K shares-1.43%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares-5.88%2026-03-312026-04-21

DGRO ISHARES TR22.1K shares1.03%2026-03-312026-04-21

AMGN AMGEN INC4.2K shares-0.71%2026-03-312026-04-21

ALPHABET INC ALPHABET INC5.1K shares-3.98%2026-03-312026-04-21

WFC WELLS FARGO & CO18.0K shares-1.31%2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC6.5K shares-0.28%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR43.3K shares0.90%2026-03-312026-04-21

IWB ISHARES TR3.7K shares-1.33%2026-03-312026-04-21

CWB SPDR SERIES TRUST14.3K shares-3.44%2026-03-312026-04-21

TLH ISHARES TR13.0K shares-1.15%2026-03-312026-04-21

IJH ISHARES TR18.7K shares6.72%2026-03-312026-04-21

IEFA ISHARES TR13.6K shares-0.40%2026-03-312026-04-21

SPTM SPDR SERIES TRUST15.0K shares0.82%2026-03-312026-04-21

Sponsored

VCSH VANGUARD SCOTTSDALE FDS14.2K shares-0.91%2026-03-312026-04-21

IEF ISHARES TR11.7K shares0.32%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS23.8K shares0.80%2026-03-312026-04-21

TSLA TESLA INC2.8K shares-3.41%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F16.7K shares-1.07%2026-03-312026-04-21

RTX RTX CORPORATION4.7K shares-4.59%2026-03-312026-04-21

CSCO CISCO SYS INC11.5K shares-2.16%2026-03-312026-04-21

IEMG ISHARES INC12.7K shares0.95%2026-03-312026-04-21

Sponsored

USRT ISHARES TR14.8K shares-4.85%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC6.0K shares28.76%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR34.2K shares0.81%2026-03-312026-04-21

V VISA INC2.8K shares0.54%2026-03-312026-04-21

WM WASTE MGMT INC DEL3.6K shares-0.55%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.8K shares-5.28%2026-03-312026-04-21

COP CONOCOPHILLIPS5.8K shares0.56%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND1.6K shares-1.08%2026-03-312026-04-21

Sponsored

IWM ISHARES TR3.1K shares-1.29%2026-03-312026-04-21

GDX VANECK ETF TRUST8.3K shares0.00%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F13.7K shares0.00%2026-03-312026-04-21

PJP INVESCO EXCHANGE TRADED FD T6.9K shares-1.51%2026-03-312026-04-21

PCAR PACCAR INC6.1K shares-3.96%2026-03-312026-04-21

MTZ MASTEC INC2.1K shares0.00%2026-03-312026-04-21

EMR EMERSON ELEC CO5.2K shares-2.02%2026-03-312026-04-21

SCHJ SCHWAB STRATEGIC TR27.2K shares9.35%2026-03-312026-04-21

Sponsored

AOM ISHARES TR14.1K shares6.22%2026-03-312026-04-21

FTCB FIRST TR EXCHANGE-TRADED FD30.6K sharesnew addition2026-03-312026-04-21

ORCL ORACLE CORP4.3K shares-1.33%2026-03-312026-04-21

KLAC KLA CORP428 shares-0.47%2026-03-312026-04-21

HYZD WISDOMTREE TR28.5K shares0.00%2026-03-312026-04-21

QUS SPDR SERIES TRUST3.7K shares-0.14%2026-03-312026-04-21

SPMD SPDR SERIES TRUST10.0K shares-2.99%2026-03-312026-04-21

SYK STRYKER CORPORATION1.7K shares-0.98%2026-03-312026-04-21

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD14.3K shares5.39%2026-03-312026-04-21

VBR VANGUARD INDEX FDS2.6K shares-1.61%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.3K shares-1.92%2026-03-312026-04-21

DIS DISNEY WALT CO5.6K shares1.01%2026-03-312026-04-21

USMV ISHARES TR5.8K shares0.00%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR18.3K shares2.43%2026-03-312026-04-21

HFRO HIGHLAND OPPS & INCOME FD91.6K shares0.75%2026-03-312026-04-21

SPSM SPDR SERIES TRUST10.7K shares-4.75%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INC1.2K shares2.27%2026-03-312026-04-21

PEP PEPSICO INC3.0K shares0.33%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR16.7K shares1.08%2026-03-312026-04-21

UNILEVER PLC UNILEVER PLC7.2K shares1.85%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO1.6K shares-0.62%2026-03-312026-04-21

IWR ISHARES TR4.0K shares0.00%2026-03-312026-04-21

AGZD WISDOMTREE TR16.5K shares-6.80%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP3.1K shares-3.10%2026-03-312026-04-21

Sponsored

URI UNITED RENTALS INC500 shares0.00%2026-03-312026-04-21

SMDV PROSHARES TR5.1K shares0.00%2026-03-312026-04-21

PPT PUTNAM PREMIER INCOME TR97.4K shares227.33%2026-03-312026-04-21

HD HOME DEPOT INC1.0K shares-0.48%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-04-21

BDX BECTON DICKINSON & CO2.1K shares2.59%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.6K shares0.00%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR9.8K shares0.51%2026-03-312026-04-21

Sponsored

VEA VANGUARD TAX-MANAGED FDS5.0K shares0.00%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.3K shares0.00%2026-03-312026-04-21

SPYG SPDR SERIES TRUST3.1K shares2.69%2026-03-312026-04-21

REGL PROSHARES TR3.5K shares-1.42%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS6.3K shares-4.53%2026-03-312026-04-21

CMI CUMMINS INC550 shares0.00%2026-03-312026-04-21

AIRR FIRST TR EXCHANGE TRADED FD2.7K shares9.27%2026-03-312026-04-21

STRL STERLING INFRASTRUCTURE INC710 shares0.00%2026-03-312026-04-21

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD4.2K shares13.91%2026-03-312026-04-21

NOBL PROSHARES TR2.6K shares-7.51%2026-03-312026-04-21

AGX ARGAN INC497 shares0.40%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.6K shares-6.83%2026-03-312026-04-21

CORZ CORE SCIENTIFIC INC NEW17.2K shares0.00%2026-03-312026-04-21

TIP ISHARES TR2.3K shares-12.49%2026-03-312026-04-21

IWS ISHARES TR1.7K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP1.4K shares0.00%2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-0.99%2026-03-312026-04-21

WMT WALMART INC1.9K shares0.00%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.1K shares0.44%2026-03-312026-04-21

LQD ISHARES TR2.1K shares0.00%2026-03-312026-04-21

TLT ISHARES TR2.6K shares0.00%2026-03-312026-04-21

TEX TEREX CORP NEW3.8K shares0.00%2026-03-312026-04-21

QCOM QUALCOMM INC1.7K shares7.58%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP770 shares14.93%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO1.4K shares0.00%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP2.2K shares3.96%2026-03-312026-04-21

BCC BOISE CASCADE CO DEL2.7K shares0.23%2026-03-312026-04-21

SFLR INNOVATOR ETFS TRUST5.7K shares129.96%2026-03-312026-04-21

MEDP MEDPACE HLDGS INC415 shares-1.19%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST5.6K shares0.00%2026-03-312026-04-21

ICF ISHARES TR3.1K shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW1.2K shares0.00%2026-03-312026-04-21

Sponsored

USB US BANCORP3.6K shares0.00%2026-03-312026-04-21

MTUM ISHARES TR780 shares0.52%2026-03-312026-04-21

GLD SPDR GOLD TR431 shares0.00%2026-03-312026-04-21

XIFR XPLR INFRASTRUCTURE LP17.2K shares-19.19%2026-03-312026-04-21

EFA ISHARES TR1.8K shares0.00%2026-03-312026-04-21

DHI D R HORTON INC1.2K shares0.00%2026-03-312026-04-21

MINT PIMCO ETF TR1.7K shares0.00%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP239 shares0.00%2026-03-312026-04-21

Sponsored

AOR ISHARES TR2.5K shares-3.39%2026-03-312026-04-21

TXN TEXAS INSTRS INC839 shares0.00%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS2.2K shares120.20%2026-03-312026-04-21

XBI SPDR SERIES TRUST1.3K shares0.80%2026-03-312026-04-21

SHYD VANECK ETF TRUST7.0K shares0.00%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T237 shares-37.14%2026-03-312026-04-21

TFC TRUIST FINL CORP3.3K shares0.00%2026-03-312026-04-21

Sponsored

PGF INVESCO EXCHANGE TRADED FD T11.0K shares-11.45%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC1.2K shares0.00%2026-03-312026-04-21

AMAT APPLIED MATLS INC441 shares0.68%2026-03-312026-04-21

BALT INNOVATOR ETFS TRUST4.3K shares672.73%2026-03-312026-04-21

KMX CARMAX INC3.4K shares0.36%2026-03-312026-04-21

DVY ISHARES TR925 shares0.00%2026-03-312026-04-21

VTV VANGUARD INDEX FDS699 shares-36.57%2026-03-312026-04-21

TGT TARGET CORP1.1K shares-3.97%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ400 shares0.00%2026-03-312026-04-21

SPIP SPDR SERIES TRUST5.0K shares-21.47%2026-03-312026-04-21

IDV ISHARES TR3.0K shares0.00%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC150 shares0.00%2026-03-312026-04-21

VPLS VANGUARD MALVERN FDS1.6K shares-4.71%2026-03-312026-04-21

CCJ CAMECO CORP1.1K shares-4.17%2026-03-312026-04-21

OUTLOOK THERAPEUTICS INC OUTLOOK THERAPEUTICS INC600.2K shares69.44%2026-03-312026-04-21

FLS FLOWSERVE CORP1.7K shares732.50%2026-03-312026-04-21

Sponsored

EFV ISHARES TR1.6K shares-0.55%2026-03-312026-04-21

PDI PIMCO DYNAMIC INCOME FD7.0K shares45.26%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON487 shares0.00%2026-03-312026-04-21

GPIQ GOLDMAN SACHS ETF TR2.4K shares302.52%2026-03-312026-04-21

GRID FIRST TR EXCHANGE-TRADED FD716 shares31.38%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO1.9K shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-21

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST4.6K sharesnew addition2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC513 shares0.00%2026-03-312026-04-21

RS RELIANCE INC365 shares0.27%2026-03-312026-04-21

EMB ISHARES TR1.1K shares-3.74%2026-03-312026-04-21

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET3.5K shares0.00%2026-03-312026-04-21

IVW ISHARES TR936 shares-1.16%2026-03-312026-04-21

IJR ISHARES TR847 shares11.89%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS1.3K shares-6.29%2026-03-312026-04-21

SLB SLB LIMITED1.9K shares0.00%2026-03-312026-04-21

Sponsored

HELO J P MORGAN EXCHANGE TRADED F1.5K shares193.80%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T500 shares-3.85%2026-03-312026-04-21

EMLP FIRST TR EXCHANGE-TRADED FD2.2K shares-8.95%2026-03-312026-04-21

VB VANGUARD INDEX FDS358 shares0.00%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR1.8K shares0.00%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F1.6K shares22.37%2026-03-312026-04-21

MATX MATSON INC549 shares0.37%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND432 shares0.00%2026-03-312026-04-21

Sponsored

AIA ISHARES TR800 shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE289 shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION82 shares0.00%2026-03-312026-04-21

WAT WATERS CORP254 sharesnew addition2026-03-312026-04-21

INTC INTEL CORP1.7K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP300 shares0.00%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP740 shares0.00%2026-03-312026-04-21

TD TORONTO DOMINION BK ONT700 shares-12.50%2026-03-312026-04-21

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD1.0K shares163.04%2026-03-312026-04-21

AMT AMERICAN TOWER CORP375 shares0.00%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR2.0K shares5.26%2026-03-312026-04-21

NKE NIKE INC1.1K shares20.93%2026-03-312026-04-21

META META PLATFORMS INC99 shares0.00%2026-03-312026-04-21

OMC OMNICOM GROUP INC745 shares0.00%2026-03-312026-04-21

LMBS FIRST TR EXCHANGE-TRADED FD1.1K sharesnew addition2026-03-312026-04-21

CCL CARNIVAL CORP2.1K shares-4.54%2026-03-312026-04-21

Sponsored

BUFB INNOVATOR ETFS TRUST1.5K shares114.29%2026-03-312026-04-21

BSJU INVESCO EXCH TRD SLF IDX FD2.0K shares0.00%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC318 shares0.00%2026-03-312026-04-21

FI FISERV INC873 shares7.91%2026-03-312026-04-21

NVO NOVO-NORDISK A S1.3K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO52 shares4.00%2026-03-312026-04-21

RIO RIO TINTO PLC500 shares0.00%2026-03-312026-04-21

XEL XCEL ENERGY INC578 shares0.00%2026-03-312026-04-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS76 shares0.00%2026-03-312026-04-21

FTHI FIRST TR EXCHANGE TRADED FD2.0K sharesnew addition2026-03-312026-04-21

ECF ELLSWORTH GROWTH & INCOME FD4.0K shares0.00%2026-03-312026-04-21

GMOI GMO ETF TRUST1.2K sharesnew addition2026-03-312026-04-21

FALN ISHARES TR1.6K shares-23.88%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS500 shares0.00%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD446 shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC47 shares0.00%2026-03-312026-04-21

Sponsored

T AT&T INC1.4K shares0.00%2026-03-312026-04-21

GPIX GOLDMAN SACHS ETF TR779 shares94.75%2026-03-312026-04-21

KAPR INNOVATOR ETFS TRUST1.0K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC301 shares0.00%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF929 shares0.22%2026-03-312026-04-21

CRWV COREWEAVE INC450 shares-10.00%2026-03-312026-04-21

SCHO SCHWAB STRATEGIC TR1.4K shares-12.50%2026-03-312026-04-21

PIEQ PRINCIPAL EXCHANGE TRADED FD1.0K sharesnew addition2026-03-312026-04-21

Sponsored

BALL BALL CORP551 shares0.00%2026-03-312026-04-21

UNP UNION PAC CORP134 shares0.00%2026-03-312026-04-21

RLTY COHEN & STEERS REAL ESTATE O2.2K shares0.00%2026-03-312026-04-21

BAC BANK AMERICA CORP662 shares0.00%2026-03-312026-04-21

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY400 shares0.00%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY106 shares63.08%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST900 shares28.57%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS500 shares0.00%2026-03-312026-04-21

Sponsored

LEO BNY MELLON STRATEGIC MUNS IN4.5K shares0.00%2026-03-312026-04-21

ENB ENBRIDGE INC522 shares-33.76%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-04-21

MAIN MAIN STR CAP CORP520 shares0.00%2026-03-312026-04-21

IQV IQVIA HLDGS INC160 shares33.33%2026-03-312026-04-21

HON HONEYWELL INTL INC120 shares0.00%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL786 shares0.00%2026-03-312026-04-21

SCHH SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-04-21

Sponsored

OXY OCCIDENTAL PETE CORP396 shares-26.53%2026-03-312026-04-21

RHI ROBERT HALF INC.985 shares0.00%2026-03-312026-04-21

OKLO OKLO INC500 shares25.00%2026-03-312026-04-21

ON ON SEMICONDUCTOR CORP400 shares0.00%2026-03-312026-04-21

IVE ISHARES TR115 shares10.58%2026-03-312026-04-21

EEM ISHARES TR400 shares0.00%2026-03-312026-04-21

BMAY INNOVATOR ETFS TRUST500 shares0.00%2026-03-312026-04-21

VFC V F CORP1.3K shares0.00%2026-03-312026-04-21

Sponsored

UJAN INNOVATOR ETFS TRUST500 shares0.00%2026-03-312026-04-21

VGT VANGUARD WORLD FD30 shares0.00%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS140 shares0.00%2026-03-312026-04-21

ADBE ADOBE INC84 shares78.72%2026-03-312026-04-21

KEY KEYCORP1.0K shares0.00%2026-03-312026-04-21

HOG HARLEY DAVIDSON INC1.0K shares0.00%2026-03-312026-04-21

SBUX STARBUCKS CORP225 shares0.00%2026-03-312026-04-21

EQT CORP EQT CORP311 shares0.00%2026-03-312026-04-21

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KYN KAYNE ANDERSON ENERGY INFRST1.4K shares0.00%2026-03-312026-04-21

IEUR ISHARES TR278 shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC100 shares0.00%2026-03-312026-04-21

SPYD SPDR SERIES TRUST402 shares0.00%2026-03-312026-04-21

FLOT ISHARES TR355 sharesnew addition2026-03-312026-04-21

O REALTY INCOME CORP284 shares51.06%2026-03-312026-04-21

BTU PEABODY ENGR CORP516 shares0.98%2026-03-312026-04-21

ONEQ FIDELITY COMWLTH TR200 shares0.00%2026-03-312026-04-21

Sponsored

RDN RADIAN GROUP INC512 shares0.20%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR126 shares0.00%2026-03-312026-04-21

VEEV VEEVA SYS INC95 shares90.00%2026-03-312026-04-21

BSCS INVESCO EXCH TRD SLF IDX FD800 shares0.00%2026-03-312026-04-21

PGX INVESCO EXCH TRADED FD TR II1.5K shares0.00%2026-03-312026-04-21

SPDR SERIES TRUST SPDR SERIES TRUST170 shares0.00%2026-03-312026-04-21

MBB ISHARES TR169 shares1.20%2026-03-312026-04-21

ETSY ETSY INC316 shares2.60%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC51 shares0.00%2026-03-312026-04-21

IBHF ISHARES TR683 shares0.00%2026-03-312026-04-21

FRANKLIN XRP TRUST FRANKLIN XRP TRUST1.0K shares9.32%2026-03-312026-04-21

BITWISE XRP ETF BITWISE XRP ETF1.0K shares8.93%2026-03-312026-04-21

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC15.0K sharesnew addition2026-03-312026-04-21

IAGG ISHARES TR289 shares622.50%2026-03-312026-04-21

VTC VANGUARD SCOTTSDALE FDS187 shares0.00%2026-03-312026-04-21

PSI INVESCO EXCHANGE TRADED FD T150 shares0.00%2026-03-312026-04-21

Sponsored

KOCT INNOVATOR ETFS TRUST400 shares0.00%2026-03-312026-04-21

PAVE GLOBAL X FDS262 shares0.00%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC39 shares0.00%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC3 shares0.00%2026-03-312026-04-21

KJAN INNOVATOR ETFS TRUST300 shares0.00%2026-03-312026-04-21

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD272 shares0.00%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II50 shares-39.76%2026-03-312026-04-21

FAAR FIRST TR EXCHANGE TRAD FD VI349 sharesnew addition2026-03-312026-04-21

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ALSN ALLISON TRANSMISSION HLDGS I100 shares0.00%2026-03-312026-04-21

UTG REAVES UTIL INCOME FD297 shares0.00%2026-03-312026-04-21

PFE PFIZER INC405 shares0.00%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC100 shares0.00%2026-03-312026-04-21

CMCSA COMCAST CORP NEW389 shares96.46%2026-03-312026-04-21

IYF ISHARES TR94 shares0.00%2026-03-312026-04-21

FMF FIRST TR EXCHANGE-TRADED FD216 sharesnew addition2026-03-312026-04-21

HTGC HERCULES CAPITAL INC723 shares0.00%2026-03-312026-04-21

Sponsored

THE CIGNA GROUP THE CIGNA GROUP40 shares0.00%2026-03-312026-04-21

BAI BLACKROCK ETF TRUST318 shares6.00%2026-03-312026-04-21

IUSB ISHARES TR222 shares4.23%2026-03-312026-04-21

MSTR STRATEGY INC80 shares0.00%2026-03-312026-04-21

FTLS FIRST TR EXCH TRADED FD III136 sharesnew addition2026-03-312026-04-21

HIO WESTERN ASSET HIGH INCOME OP2.6K shares0.00%2026-03-312026-04-21

IGSB ISHARES TR178 shares0.00%2026-03-312026-04-21

IWV ISHARES TR25 shares0.00%2026-03-312026-04-21

Sponsored

BITC BITWISE FUNDS TRUST246 shares0.00%2026-03-312026-04-21

EWBC EAST WEST BANCORP INC82 shares0.00%2026-03-312026-04-21

PSEP INNOVATOR ETFS TRUST200 shares0.00%2026-03-312026-04-21

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST400 shares0.00%2026-03-312026-04-21

IBTK ISHARES TR430 shares0.00%2026-03-312026-04-21

IBTJ ISHARES TR388 shares0.00%2026-03-312026-04-21

IBTH ISHARES TR377 shares0.00%2026-03-312026-04-21

DDFS INNOVATOR ETFS TRUST400 shares0.00%2026-03-312026-04-21

Sponsored

IBTI ISHARES TR379 shares0.00%2026-03-312026-04-21

IDEV ISHARES TR99 shares0.00%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR51 shares0.00%2026-03-312026-04-21

DDFL INNOVATOR ETFS TRUST400 shares0.00%2026-03-312026-04-21

HP INC HP INC427 shares0.00%2026-03-312026-04-21

FDX FEDEX CORP23 shares0.00%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR277 sharesnew addition2026-03-312026-04-21

JKHY HENRY JACK & ASSOC INC50 shares0.00%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.82 shares17.14%2026-03-312026-04-21

FLEX FLEXTRONICS INTL LTD118 shares0.00%2026-03-312026-04-21

LULU LULULEMON ATHLETICA INC50 shares0.00%2026-03-312026-04-21

WMB WILLIAMS COS INC105 shares0.00%2026-03-312026-04-21

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST400 shares0.00%2026-03-312026-04-21

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST400 sharesnew addition2026-03-312026-04-21

Sponsored

ETHA ISHARES ETHEREUM TR467 shares0.00%2026-03-312026-04-21

BAPR INNOVATOR ETFS TRUST150 shares50.00%2026-03-312026-04-21

ADI ANALOG DEVICES INC23 shares0.00%2026-03-312026-04-21

ECL ECOLAB INC27 shares0.00%2026-03-312026-04-21

NJUL INNOVATOR ETFS TRUST100 shares0.00%2026-03-312026-04-21

SU SUNCOR ENERGY INC NEW108 shares-59.85%2026-03-312026-04-21

MA MASTERCARD INCORPORATED14 shares0.00%2026-03-312026-04-21

EFAV ISHARES TR74 shares0.00%2026-03-312026-04-21

Sponsored

MU MICRON TECHNOLOGY INC20 shares0.00%2026-03-312026-04-21

VET VERMILION ENERGY INC481 shares-30.19%2026-03-312026-04-21

OKE ONEOK INC NEW71 shares-5.33%2026-03-312026-04-21

QUAL ISHARES TR33 shares-10.81%2026-03-312026-04-21

DE DEERE & CO11 shares57.14%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN39 shares0.00%2026-03-312026-04-21

OEF ISHARES TR19 shares-29.63%2026-03-312026-04-21

NEE NEXTERA ENERGY INC63 shares0.00%2026-03-312026-04-21

Sponsored

CRH PLC CRH PLC55 shares120.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR10 shares0.00%2026-03-312026-04-21

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST300 sharesnew addition2026-03-312026-04-21

CAT CATERPILLAR INC8 shares0.00%2026-03-312026-04-21

SPYV SPDR SERIES TRUST100 shares0.00%2026-03-312026-04-21

PDM PIEDMONT REALTY TRUST INC848 shares0.00%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC56 sharesnew addition2026-03-312026-04-21

PAA PLAINS ALL AMERN PIPELINE L247 shares-19.02%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP16 shares0.00%2026-03-312026-04-21

EMXC ISHARES INC68 shares0.00%2026-03-312026-04-21

NXPI NXP SEMICONDUCTORS N V27 shares92.86%2026-03-312026-04-21

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN250 shares0.00%2026-03-312026-04-21

ASML ASML HLDG NV4 shares0.00%2026-03-312026-04-21

WBD WARNER BROS DISCOVERY INC192 shares0.00%2026-03-312026-04-21

NOW SERVICENOW INC50 shares0.00%2026-03-312026-04-21

BIP BROOKFIELD INFRASTRUCTURE PA144 shares-13.25%2026-03-312026-04-21

Sponsored

ZMAY INNOVATOR ETFS TRUST200 sharesnew addition2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR57 shares159.09%2026-03-312026-04-21

SOXX ISHARES TR15 shares0.00%2026-03-312026-04-21

BAUG INNOVATOR ETFS TRUST100 shares0.00%2026-03-312026-04-21

VLTO VERALTO CORP53 shares0.00%2026-03-312026-04-21

GOVT ISHARES TR201 shares252.63%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC22 shares0.00%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC100 shares-33.33%2026-03-312026-04-21

Sponsored

IYE ISHARES TR69 shares0.00%2026-03-312026-04-21

GEHC GE HEALTHCARE TECHNOLOGIES I62 shares0.00%2026-03-312026-04-21

PCY INVESCO EXCH TRADED FD TR II210 shares0.00%2026-03-312026-04-21

BA BOEING CO22 shares0.00%2026-03-312026-04-21

NOK NOKIA CORP540 shares0.00%2026-03-312026-04-21

MCK MCKESSON CORP5 shares0.00%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR29 shares0.00%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC10 shares0.00%2026-03-312026-04-21

Sponsored

ZTS ZOETIS INC34 shares0.00%2026-03-312026-04-21

PAPR INNOVATOR ETFS TRUST100 shares0.00%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC35 shares0.00%2026-03-312026-04-21

MFC MANULIFE FINL CORP115 shares0.00%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST100 sharesnew addition2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC10 sharesnew addition2026-03-312026-04-21

NTLA INTELLIA THERAPEUTICS INC302 shares0.00%2026-03-312026-04-21

SPYM SPDR SERIES TRUST50 shares0.00%2026-03-312026-04-21

Sponsored

CTRA COTERRA ENERGY INC100 shares0.00%2026-03-312026-04-21

CNQ CANADIAN NAT RES LTD MED TER71 shares-21.11%2026-03-312026-04-21

INTU INTUIT8 shares33.33%2026-03-312026-04-21

AKAM AKAMAI TECHNOLOGIES INC30 sharesnew addition2026-03-312026-04-21

CPER UNITED STS COMMODITY INDEX F100 sharesnew addition2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST59 shares-26.25%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS14 shares0.00%2026-03-312026-04-21

ARKK ARK ETF TR50 shares0.00%2026-03-312026-04-21

Sponsored

GSK PLC GSK PLC59 shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC12 shares71.43%2026-03-312026-04-21

MSCI MSCI INC6 shares0.00%2026-03-312026-04-21

FTGC FIRST TR EXCHANGE TRAD FD VI111 sharesnew addition2026-03-312026-04-21

INDY ISHARES TR75 shares0.00%2026-03-312026-04-21

TEVA TEVA PHARMACEUTICAL INDS LTD105 sharesnew addition2026-03-312026-04-21

CVE CENOVUS ENERGY INC114 shares-20.28%2026-03-312026-04-21

NTR NUTRIEN LTD40 shares0.00%2026-03-312026-04-21

Sponsored

BEP BROOKFIELD RENEWABLE ENERGY91 shares0.00%2026-03-312026-04-21

AFL AFLAC INC27 shares0.00%2026-03-312026-04-21

IAI ISHARES TR18 shares0.00%2026-03-312026-04-21

PHM PULTE GROUP INC25 shares0.00%2026-03-312026-04-21

FORGENT POWER SOLUTIONS INC FORGENT POWER SOLUTIONS INC100 sharesnew addition2026-03-312026-04-21

IBTL ISHARES TR142 shares0.00%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC3 shares0.00%2026-03-312026-04-21

SIG SIGNET JEWELERS LIMITED34 shares13.33%2026-03-312026-04-21

Sponsored

IBTG ISHARES TR125 shares-66.22%2026-03-312026-04-21

COHERENT CORP COHERENT CORP12 sharesnew addition2026-03-312026-04-21

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP70 shares0.00%2026-03-312026-04-21

TAN INVESCO EXCH TRADED FD TR II50 shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO9 shares0.00%2026-03-312026-04-21

DHR DANAHER CORP DEL14 sharesnew addition2026-03-312026-04-21

SOBO SOUTH BOW CORP78 shares-80.60%2026-03-312026-04-21

MLI MUELLER INDS INC23 sharesnew addition2026-03-312026-04-21

Sponsored

LEN LENNAR CORP29 sharesnew addition2026-03-312026-04-21

MARB FIRST TR EXCH TRADED FD III120 sharesnew addition2026-03-312026-04-21

BWA BORGWARNER INC45 shares-22.41%2026-03-312026-04-21

FDIS FIDELITY COVINGTON TRUST26 shares0.00%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP4 shares0.00%2026-03-312026-04-21

XRPR ETF OPPORTUNITIES TRUST214 shares0.00%2026-03-312026-04-21

FIS FIDELITY NATL INFORMATION SV50 sharesnew addition2026-03-312026-04-21

CL COLGATE PALMOLIVE CO27 shares0.00%2026-03-312026-04-21

Sponsored

SPG SIMON PPTY GROUP INC NEW12 shares0.00%2026-03-312026-04-21

CVS CVS HEALTH CORP31 shares0.00%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR44 shares0.00%2026-03-312026-04-21

AIEQ AMPLIFY ETF TR50 shares0.00%2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD9 shares0.00%2026-03-312026-04-21

GIL GILDAN ACTIVEWEAR INC37 shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC27 shares-30.77%2026-03-312026-04-21

GM GENERAL MTRS CO27 shares0.00%2026-03-312026-04-21

Sponsored

EFG ISHARES TR18 sharesnew addition2026-03-312026-04-21

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO50 shares0.00%2026-03-312026-04-21

THRO BLACKROCK ETF TRUST53 shares39.47%2026-03-312026-04-21

AVSC AMERICAN CENTY ETF TR30 shares0.00%2026-03-312026-04-21

OZK BANK OZK LITTLE ROCK ARK40 shares0.00%2026-03-312026-04-21

BEN FRANKLIN RESOURCES INC77 shares0.00%2026-03-312026-04-21

NTRA NATERA INC9 sharesnew addition2026-03-312026-04-21

EMN EASTMAN CHEM CO23 shares109.09%2026-03-312026-04-21

Sponsored

VZ VERIZON COMMUNICATIONS INC34 shares-85.47%2026-03-312026-04-21

HIGHLANDER SILVER CORP HIGHLANDER SILVER CORP282 sharesnew addition2026-03-312026-04-21

CACI CACI INTL INC3 sharesnew addition2026-03-312026-04-21

SNPS SYNOPSYS INC4 sharesnew addition2026-03-312026-04-21

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC14 sharesnew addition2026-03-312026-04-21

ZBH ZIMMER BIOMET HOLDINGS INC17 shares0.00%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR14 shares0.00%2026-03-312026-04-21

JXN JACKSON FINANCIAL INC14 shares75.00%2026-03-312026-04-21

Sponsored

RITM RITHM CAPITAL CORP149 sharesnew addition2026-03-312026-04-21

SJM SMUCKER J M CO14 shares0.00%2026-03-312026-04-21

IDEF BLACKROCK ETF TRUST41 sharesnew addition2026-03-312026-04-21

ESI ELEMENT SOLUTIONS INC39 shares105.26%2026-03-312026-04-21

MATCH GROUP INC NEW MATCH GROUP INC NEW41 sharesnew addition2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP16 shares0.00%2026-03-312026-04-21

ATLASSIAN CORPORATION ATLASSIAN CORPORATION18 sharesnew addition2026-03-312026-04-21

TRNO TERRENO RLTY CORP20 shares122.22%2026-03-312026-04-21

Sponsored

PAYC PAYCOM SOFTWARE INC10 sharesnew addition2026-03-312026-04-21

ALKS ALKERMES PLC34 shares183.33%2026-03-312026-04-21

SHOP SHOPIFY INC10 shares0.00%2026-03-312026-04-21

MGY MAGNOLIA OIL & GAS CORP37 shares94.74%2026-03-312026-04-21

ZWS ZURN ELKAY WATER SOLNS CORP26 shares136.36%2026-03-312026-04-21

FORM FORMFACTOR INC12 shares71.43%2026-03-312026-04-21

SM SM ENERGY COMPANY37 shares270.00%2026-03-312026-04-21

VIAV VIAVI SOLUTIONS INC34 shares88.89%2026-03-312026-04-21

Sponsored

CARR CARRIER GLOBAL CORPORATION20 shares0.00%2026-03-312026-04-21

ESE ESCO TECHNOLOGIES INC4 shares100.00%2026-03-312026-04-21

VSEC VSE CORP6 sharesnew addition2026-03-312026-04-21

CBRE CBRE GROUP INC8 sharesnew addition2026-03-312026-04-21

POWL POWELL INDS INC2 shares100.00%2026-03-312026-04-21

SMTC SEMTECH CORP14 shares100.00%2026-03-312026-04-21

KFY KORN FERRY17 shares466.67%2026-03-312026-04-21

BLCR BLACKROCK ETF TRUST26 sharesnew addition2026-03-312026-04-21

Sponsored

MOH MOLINA HEALTHCARE INC8 sharesnew addition2026-03-312026-04-21

LW LAMB WESTON HLDGS INC25 sharesnew addition2026-03-312026-04-21

LDUR PIMCO ETF TR11 sharesnew addition2026-03-312026-04-21

CE CELANESE CORP DEL16 shares100.00%2026-03-312026-04-21

SNEX STONEX GROUP INC13 shares225.00%2026-03-312026-04-21

KRYS KRYSTAL BIOTECH INC4 shares100.00%2026-03-312026-04-21

EPRT ESSENTIAL PPTYS RLTY TR INC34 shares466.67%2026-03-312026-04-21

GRBK GREEN BRICK PARTNERS INC16 shares700.00%2026-03-312026-04-21

Sponsored

HYS PIMCO ETF TR11 sharesnew addition2026-03-312026-04-21

ARTY ISHARES TR22 shares0.00%2026-03-312026-04-21

BTSG BRIGHTSPRING HEALTH SVCS INC24 shares166.67%2026-03-312026-04-21

GTES GATES INDL CORP PLC45 shares125.00%2026-03-312026-04-21

RHP RYMAN HOSPITALITY PPTYS INC11 shares120.00%2026-03-312026-04-21

LUMN LUMEN TECHNOLOGIES INC145 shares93.33%2026-03-312026-04-21

NPO ENPRO INC4 shares100.00%2026-03-312026-04-21

LONZ PIMCO ETF TR20 sharesnew addition2026-03-312026-04-21

Sponsored

BLCO BAUSCH PLUS LOMB CORP61 sharesnew addition2026-03-312026-04-21

MSGS MADISON SQUARE GRDN SPRT COR3 shares50.00%2026-03-312026-04-21

ACA ARCOSA INC9 shares80.00%2026-03-312026-04-21

FULT FULTON FINL CORP PA47 shares291.67%2026-03-312026-04-21

JTEK J P MORGAN EXCHANGE TRADED F12 shares0.00%2026-03-312026-04-21

PTCT PTC THERAPEUTICS INC14 shares133.33%2026-03-312026-04-21

PTGX PROTAGONIST THERAPEUTICS INC9 shares80.00%2026-03-312026-04-21

DOCN DIGITALOCEAN HLDGS INC11 shares120.00%2026-03-312026-04-21

Sponsored

AMCOR PLC AMCOR PLC23 sharesnew addition2026-03-312026-04-21

INDB INDEPENDENT BK CORP MASS12 shares100.00%2026-03-312026-04-21

SYSB ISHARES TR10 sharesnew addition2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR8 shares0.00%2026-03-312026-04-21

SEE SEALED AIR CORP NEW21 shares75.00%2026-03-312026-04-21

BOOT BOOT BARN HLDGS INC6 shares200.00%2026-03-312026-04-21

CZR CAESARS ENTERTAINMENT INC NE33 shares120.00%2026-03-312026-04-21

VSAT VIASAT INC19 shares90.00%2026-03-312026-04-21

Sponsored

PRIM PRIMORIS SVCS CORP6 shares50.00%2026-03-312026-04-21

EAT BRINKER INTL INC6 shares50.00%2026-03-312026-04-21

QRVO QORVO INC11 shares57.14%2026-03-312026-04-21

BCPC BALCHEM CORP5 shares150.00%2026-03-312026-04-21

VLUE

ISHARES TR

-2.82%

Shares37.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.86%

Shares26.6K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-1.10%

Shares5.7K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

0.00%

Shares15.8K

Event2026-03-31

Filed2026-04-21

FLRN

SPDR SERIES TRUST

-0.14%

Shares104.2K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-1.23%

Shares11.8K

Event2026-03-31

Filed2026-04-21

AOK

ISHARES TR

71.65%

Shares71.0K

Event2026-03-31

Filed2026-04-21

SPIB

SPDR SERIES TRUST

0.81%

Shares78.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.29%

Shares8.8K

Event2026-03-31

Filed2026-04-21

FTNT

FORTINET INC

-11.36%

Shares29.7K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

9.50%

Shares45.9K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.95%

Shares7.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-1.47%

Shares5.5K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

-2.25%

Shares39.9K

Event2026-03-31

Filed2026-04-21

BIL

SPDR SERIES TRUST

-11.95%

Shares21.0K

Event2026-03-31

Filed2026-04-21

SPSB

SPDR SERIES TRUST

-0.86%

Shares63.8K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

-9.53%

Shares85.9K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

-1.43%

Shares42.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-5.88%

Shares3.3K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

1.03%

Shares22.1K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-0.71%

Shares4.2K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-3.98%

Shares5.1K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

-1.31%

Shares18.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.28%

Shares6.5K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

0.90%

Shares43.3K

Event2026-03-31

Filed2026-04-21

IWB

ISHARES TR

-1.33%

Shares3.7K

Event2026-03-31

Filed2026-04-21

CWB

SPDR SERIES TRUST

-3.44%

Shares14.3K

Event2026-03-31

Filed2026-04-21

TLH

ISHARES TR

-1.15%

Shares13.0K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

6.72%

Shares18.7K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

-0.40%

Shares13.6K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

0.82%

Shares15.0K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

-0.91%

Shares14.2K

Event2026-03-31

Filed2026-04-21

IEF

ISHARES TR

0.32%

Shares11.7K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

0.80%

Shares23.8K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

-3.41%

Shares2.8K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

-1.07%

Shares16.7K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-4.59%

Shares4.7K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-2.16%

Shares11.5K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

0.95%

Shares12.7K

Event2026-03-31

Filed2026-04-21

USRT

ISHARES TR

-4.85%

Shares14.8K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

28.76%

Shares6.0K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

0.81%

Shares34.2K

Event2026-03-31

Filed2026-04-21

VISA INC

0.54%

Shares2.8K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-0.55%

Shares3.6K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-5.28%

Shares3.8K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

0.56%

Shares5.8K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

-1.08%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

-1.29%

Shares3.1K

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-21

PJP

INVESCO EXCHANGE TRADED FD T

-1.51%

Shares6.9K

Event2026-03-31

Filed2026-04-21

PCAR

PACCAR INC

-3.96%

Shares6.1K

Event2026-03-31

Filed2026-04-21

MTZ

MASTEC INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

-2.02%

Shares5.2K

Event2026-03-31

Filed2026-04-21

SCHJ

SCHWAB STRATEGIC TR

9.35%

Shares27.2K

Event2026-03-31

Filed2026-04-21

AOM

ISHARES TR

6.22%

Shares14.1K

Event2026-03-31

Filed2026-04-21

FTCB

FIRST TR EXCHANGE-TRADED FD

New

Shares30.6K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-1.33%

Shares4.3K

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP

-0.47%

Shares428

Event2026-03-31

Filed2026-04-21

HYZD

WISDOMTREE TR

0.00%

Shares28.5K

Event2026-03-31

Filed2026-04-21

QUS

SPDR SERIES TRUST

-0.14%

Shares3.7K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

-2.99%

Shares10.0K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

-0.98%

Shares1.7K

Event2026-03-31

Filed2026-04-21

SDVY

FIRST TR EXCHANGE TRADED FD

5.39%

Shares14.3K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-1.61%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-1.92%

Shares1.3K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

1.01%

Shares5.6K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

2.43%

Shares18.3K

Event2026-03-31

Filed2026-04-21

HFRO

HIGHLAND OPPS & INCOME FD

0.75%

Shares91.6K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

-4.75%

Shares10.7K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC

2.27%

Shares1.2K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

0.33%

Shares3.0K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

1.08%

Shares16.7K

Event2026-03-31

Filed2026-04-21

UNILEVER PLC

1.85%

Shares7.2K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO

-0.62%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

AGZD

WISDOMTREE TR

-6.80%

Shares16.5K

Event2026-03-31

Filed2026-04-21

BANK NEW YORK MELLON CORP

-3.10%

Shares3.1K

Event2026-03-31

Filed2026-04-21

URI

UNITED RENTALS INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-21

SMDV

PROSHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-21

PPT

PUTNAM PREMIER INCOME TR

227.33%

Shares97.4K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-0.48%

Shares1.0K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

BDX

BECTON DICKINSON & CO

2.59%

Shares2.1K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB STRATEGIC TR

0.51%

Shares9.8K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

2.69%

Shares3.1K

Event2026-03-31

Filed2026-04-21

REGL

PROSHARES TR

-1.42%

Shares3.5K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR INDEX SHS FDS

-4.53%

Shares6.3K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

0.00%

Shares550

Event2026-03-31

Filed2026-04-21

AIRR

FIRST TR EXCHANGE TRADED FD

9.27%

Shares2.7K

Event2026-03-31

Filed2026-04-21

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares710

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

13.91%

Shares4.2K

Event2026-03-31

Filed2026-04-21

NOBL

PROSHARES TR

-7.51%

Shares2.6K

Event2026-03-31

Filed2026-04-21

AGX

ARGAN INC

0.40%

Shares497

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-6.83%

Shares2.6K

Event2026-03-31

Filed2026-04-21

CORZ

CORE SCIENTIFIC INC NEW

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-21

TIP

ISHARES TR

-12.49%

Shares2.3K

Event2026-03-31

Filed2026-04-21

IWS

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

-0.99%

Shares2.8K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

0.44%

Shares1.1K

Event2026-03-31

Filed2026-04-21

LQD

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

TLT

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

TEX

TEREX CORP NEW

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

7.58%

Shares1.7K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

14.93%

Shares770

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

3.96%

Shares2.2K

Event2026-03-31

Filed2026-04-21

BCC

BOISE CASCADE CO DEL

0.23%

Shares2.7K

Event2026-03-31

Filed2026-04-21

SFLR

INNOVATOR ETFS TRUST

129.96%

Shares5.7K

Event2026-03-31

Filed2026-04-21

MEDP

MEDPACE HLDGS INC

-1.19%

Shares415

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-21

ICF

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

0.52%

Shares780

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

0.00%

Shares431

Event2026-03-31

Filed2026-04-21

XIFR

XPLR INFRASTRUCTURE LP

-19.19%

Shares17.2K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DHI

D R HORTON INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO ETF TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares239

Event2026-03-31

Filed2026-04-21

AOR

ISHARES TR

-3.39%

Shares2.5K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

0.00%

Shares839

Event2026-03-31

Filed2026-04-21

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

120.20%

Shares2.2K

Event2026-03-31

Filed2026-04-21

XBI

SPDR SERIES TRUST

0.80%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SHYD

VANECK ETF TRUST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-37.14%

Shares237

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-21

PGF

INVESCO EXCHANGE TRADED FD T

-11.45%

Shares11.0K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

0.68%

Shares441

Event2026-03-31

Filed2026-04-21

BALT

INNOVATOR ETFS TRUST

672.73%

Shares4.3K

Event2026-03-31

Filed2026-04-21

KMX

CARMAX INC

0.36%

Shares3.4K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES TR

0.00%

Shares925

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-36.57%

Shares699

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORP

-3.97%

Shares1.1K

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

SPIP

SPDR SERIES TRUST

-21.47%

Shares5.0K

Event2026-03-31

Filed2026-04-21

IDV

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

0.00%

Shares150

Event2026-03-31

Filed2026-04-21

VPLS

VANGUARD MALVERN FDS

-4.71%

Shares1.6K

Event2026-03-31

Filed2026-04-21

CCJ

CAMECO CORP

-4.17%

Shares1.1K

Event2026-03-31

Filed2026-04-21

OUTLOOK THERAPEUTICS INC

69.44%

Shares600.2K

Event2026-03-31

Filed2026-04-21

FLS

FLOWSERVE CORP

732.50%

Shares1.7K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

-0.55%

Shares1.6K

Event2026-03-31

Filed2026-04-21

PDI

PIMCO DYNAMIC INCOME FD

45.26%

Shares7.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares487

Event2026-03-31

Filed2026-04-21

GPIQ

GOLDMAN SACHS ETF TR

302.52%

Shares2.4K

Event2026-03-31

Filed2026-04-21

GRID

FIRST TR EXCHANGE-TRADED FD

31.38%

Shares716

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

New

Shares4.6K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.00%

Shares513

Event2026-03-31

Filed2026-04-21

RELIANCE INC

0.27%

Shares365

Event2026-03-31

Filed2026-04-21

EMB

ISHARES TR

-3.74%

Shares1.1K

Event2026-03-31

Filed2026-04-21

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

-1.16%

Shares936

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

11.89%

Shares847

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

-6.29%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SLB

SLB LIMITED

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

HELO

J P MORGAN EXCHANGE TRADED F

193.80%

Shares1.5K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-3.85%

Shares500

Event2026-03-31

Filed2026-04-21

EMLP

FIRST TR EXCHANGE-TRADED FD

-8.95%

Shares2.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares358

Event2026-03-31

Filed2026-04-21

ALPS ETF TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

22.37%

Shares1.6K

Event2026-03-31

Filed2026-04-21

MATX

MATSON INC

0.37%

Shares549

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND

0.00%

Shares432

Event2026-03-31

Filed2026-04-21

AIA

ISHARES TR

0.00%

Shares800

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

0.00%

Shares289

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares82

Event2026-03-31

Filed2026-04-21

WAT

WATERS CORP

New

Shares254

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

0.00%

Shares300

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

0.00%

Shares740

Event2026-03-31

Filed2026-04-21

TORONTO DOMINION BK ONT

-12.50%

Shares700

Event2026-03-31

Filed2026-04-21

CIBR

FIRST TR EXCHANGE-TRADED FD

163.04%

Shares1.0K

Event2026-03-31

Filed2026-04-21

AMT

AMERICAN TOWER CORP

0.00%

Shares375

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

5.26%

Shares2.0K

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC

20.93%

Shares1.1K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

0.00%

Shares99

Event2026-03-31

Filed2026-04-21

OMC

OMNICOM GROUP INC

0.00%

Shares745

Event2026-03-31

Filed2026-04-21

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares1.1K

Event2026-03-31

Filed2026-04-21

CCL

CARNIVAL CORP

-4.54%

Shares2.1K

Event2026-03-31

Filed2026-04-21

BUFB

INNOVATOR ETFS TRUST

114.29%

Shares1.5K

Event2026-03-31

Filed2026-04-21

BSJU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

0.00%

Shares318

Event2026-03-31

Filed2026-04-21

FISERV INC

7.91%

Shares873

Event2026-03-31

Filed2026-04-21

NVO

NOVO-NORDISK A S

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

4.00%

Shares52

Event2026-03-31

Filed2026-04-21

RIO

RIO TINTO PLC

0.00%

Shares500

Event2026-03-31

Filed2026-04-21

XEL

XCEL ENERGY INC

0.00%

Shares578

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares76

Event2026-03-31

Filed2026-04-21

FTHI

FIRST TR EXCHANGE TRADED FD

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

ECF

ELLSWORTH GROWTH & INCOME FD

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

GMOI

GMO ETF TRUST

New

Shares1.2K

Event2026-03-31

Filed2026-04-21

FALN

ISHARES TR

-23.88%

Shares1.6K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares500

Event2026-03-31

Filed2026-04-21

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares446

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

0.00%

Shares47

Event2026-03-31

Filed2026-04-21

AT&T INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

GPIX

GOLDMAN SACHS ETF TR

94.75%

Shares779

Event2026-03-31

Filed2026-04-21

KAPR

INNOVATOR ETFS TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

0.00%

Shares301

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

0.22%

Shares929

Event2026-03-31

Filed2026-04-21

CRWV

COREWEAVE INC

-10.00%

Shares450

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

-12.50%

Shares1.4K

Event2026-03-31

Filed2026-04-21

PIEQ

PRINCIPAL EXCHANGE TRADED FD

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

BALL

BALL CORP

0.00%

Shares551

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

0.00%

Shares134

Event2026-03-31

Filed2026-04-21

RLTY

COHEN & STEERS REAL ESTATE O

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

0.00%

Shares662

Event2026-03-31

Filed2026-04-21

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

ELV

ELEVANCE HEALTH INC FORMERLY

63.08%

Shares106

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

28.57%

Shares900

Event2026-03-31

Filed2026-04-21

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares500

Event2026-03-31

Filed2026-04-21

LEO

BNY MELLON STRATEGIC MUNS IN

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-21

ENB

ENBRIDGE INC

-33.76%

Shares522

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

MAIN

MAIN STR CAP CORP

0.00%

Shares520

Event2026-03-31

Filed2026-04-21

IQV

IQVIA HLDGS INC

33.33%

Shares160

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

0.00%

Shares120

Event2026-03-31

Filed2026-04-21

KMI

KINDER MORGAN INC DEL

0.00%

Shares786

Event2026-03-31

Filed2026-04-21

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

OXY

OCCIDENTAL PETE CORP

-26.53%

Shares396

Event2026-03-31

Filed2026-04-21

RHI

ROBERT HALF INC.

0.00%

Shares985

Event2026-03-31

Filed2026-04-21

OKLO

OKLO INC

25.00%

Shares500

Event2026-03-31

Filed2026-04-21

ON SEMICONDUCTOR CORP

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

10.58%

Shares115

Event2026-03-31

Filed2026-04-21

EEM

ISHARES TR

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

BMAY

INNOVATOR ETFS TRUST

0.00%

Shares500

Event2026-03-31

Filed2026-04-21

VFC

V F CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares500

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares140

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

78.72%

Shares84

Event2026-03-31

Filed2026-04-21

KEY

KEYCORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

HOG

HARLEY DAVIDSON INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

0.00%

Shares225

Event2026-03-31

Filed2026-04-21

EQT CORP

0.00%

Shares311

Event2026-03-31

Filed2026-04-21

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

IEUR

ISHARES TR

0.00%

Shares278

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

SPYD

SPDR SERIES TRUST

0.00%

Shares402

Event2026-03-31

Filed2026-04-21

FLOT

ISHARES TR

New

Shares355

Event2026-03-31

Filed2026-04-21

REALTY INCOME CORP

51.06%

Shares284

Event2026-03-31

Filed2026-04-21

BTU

PEABODY ENGR CORP

0.98%

Shares516

Event2026-03-31

Filed2026-04-21

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares200

Event2026-03-31

Filed2026-04-21

RDN

RADIAN GROUP INC

0.20%

Shares512

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

0.00%

Shares126

Event2026-03-31

Filed2026-04-21

VEEV

VEEVA SYS INC

90.00%

Shares95

Event2026-03-31

Filed2026-04-21

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares800

Event2026-03-31

Filed2026-04-21

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

SPDR SERIES TRUST

0.00%

Shares170

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

1.20%

Shares169

Event2026-03-31

Filed2026-04-21

ETSY

ETSY INC

2.60%

Shares316

Event2026-03-31

Filed2026-04-21

BROADCOM INC

0.00%

Shares51

Event2026-03-31

Filed2026-04-21

IBHF

ISHARES TR

0.00%

Shares683

Event2026-03-31

Filed2026-04-21

FRANKLIN XRP TRUST

9.32%

Shares1.0K

Event2026-03-31

Filed2026-04-21

BITWISE XRP ETF

8.93%

Shares1.0K

Event2026-03-31

Filed2026-04-21

AMC ENTMT HLDGS INC

New

Shares15.0K

Event2026-03-31

Filed2026-04-21

IAGG

ISHARES TR

622.50%

Shares289

Event2026-03-31

Filed2026-04-21

VTC

VANGUARD SCOTTSDALE FDS

0.00%

Shares187

Event2026-03-31

Filed2026-04-21

PSI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares150

Event2026-03-31

Filed2026-04-21

KOCT

INNOVATOR ETFS TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

PAVE

GLOBAL X FDS

0.00%

Shares262

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares39

Event2026-03-31

Filed2026-04-21

BKNG

BOOKING HOLDINGS INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-21

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares300

Event2026-03-31

Filed2026-04-21

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares272

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

-39.76%

Shares50

Event2026-03-31

Filed2026-04-21

FAAR

FIRST TR EXCHANGE TRAD FD VI

New

Shares349

Event2026-03-31

Filed2026-04-21

ALSN

ALLISON TRANSMISSION HLDGS I

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

UTG

REAVES UTIL INCOME FD

0.00%

Shares297

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

0.00%

Shares405

Event2026-03-31

Filed2026-04-21

CONSOLIDATED EDISON INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

CMCSA

COMCAST CORP NEW

96.46%

Shares389

Event2026-03-31

Filed2026-04-21

IYF

ISHARES TR

0.00%

Shares94

Event2026-03-31

Filed2026-04-21

FMF

FIRST TR EXCHANGE-TRADED FD

New

Shares216

Event2026-03-31

Filed2026-04-21

HTGC

HERCULES CAPITAL INC

0.00%

Shares723

Event2026-03-31

Filed2026-04-21

THE CIGNA GROUP

0.00%

Shares40

Event2026-03-31

Filed2026-04-21

BAI

BLACKROCK ETF TRUST

6.00%

Shares318

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

4.23%

Shares222

Event2026-03-31

Filed2026-04-21

MSTR

STRATEGY INC

0.00%

Shares80

Event2026-03-31

Filed2026-04-21

FTLS

FIRST TR EXCH TRADED FD III

New

Shares136

Event2026-03-31

Filed2026-04-21

HIO

WESTERN ASSET HIGH INCOME OP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

0.00%

Shares178

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

0.00%

Shares25

Event2026-03-31

Filed2026-04-21

BITC

BITWISE FUNDS TRUST

0.00%

Shares246

Event2026-03-31

Filed2026-04-21

EWBC

EAST WEST BANCORP INC

0.00%

Shares82

Event2026-03-31

Filed2026-04-21

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares200

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

IBTK

ISHARES TR

0.00%

Shares430

Event2026-03-31

Filed2026-04-21

IBTJ

ISHARES TR

0.00%

Shares388

Event2026-03-31

Filed2026-04-21

IBTH

ISHARES TR

0.00%

Shares377

Event2026-03-31

Filed2026-04-21

DDFS

INNOVATOR ETFS TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

IBTI

ISHARES TR

0.00%

Shares379

Event2026-03-31

Filed2026-04-21

IDEV

ISHARES TR

0.00%

Shares99

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

0.00%

Shares51

Event2026-03-31

Filed2026-04-21

DDFL

INNOVATOR ETFS TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

HP INC

0.00%

Shares427

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

0.00%

Shares23

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

New

Shares277

Event2026-03-31

Filed2026-04-21

JKHY

HENRY JACK & ASSOC INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

17.14%

Shares82

Event2026-03-31

Filed2026-04-21

FLEX

FLEXTRONICS INTL LTD

0.00%

Shares118

Event2026-03-31

Filed2026-04-21

LULU

LULULEMON ATHLETICA INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

WMB

WILLIAMS COS INC

0.00%

Shares105

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

New

Shares400

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

New

Shares400

Event2026-03-31

Filed2026-04-21

ETHA

ISHARES ETHEREUM TR

0.00%

Shares467

Event2026-03-31

Filed2026-04-21

BAPR

INNOVATOR ETFS TRUST

50.00%

Shares150

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INC

0.00%

Shares23

Event2026-03-31

Filed2026-04-21

ECL

ECOLAB INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

NJUL

INNOVATOR ETFS TRUST

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

SUNCOR ENERGY INC NEW

-59.85%

Shares108

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

0.00%

Shares14

Event2026-03-31

Filed2026-04-21

EFAV

ISHARES TR

0.00%

Shares74

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-21

VET

VERMILION ENERGY INC

-30.19%

Shares481

Event2026-03-31

Filed2026-04-21

OKE

ONEOK INC NEW

-5.33%

Shares71

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

-10.81%

Shares33

Event2026-03-31

Filed2026-04-21

DEERE & CO

57.14%

Shares11

Event2026-03-31

Filed2026-04-21

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares39

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

-29.63%

Shares19

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

0.00%

Shares63

Event2026-03-31

Filed2026-04-21

CRH PLC

120.00%

Shares55

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares10

Event2026-03-31

Filed2026-04-21

INNOVATOR ETFS TRUST

New

Shares300

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-21

SPYV

SPDR SERIES TRUST

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

PDM

PIEDMONT REALTY TRUST INC

0.00%

Shares848

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC

New

Shares56

Event2026-03-31

Filed2026-04-21

PAA

PLAINS ALL AMERN PIPELINE L

-19.02%

Shares247

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

0.00%

Shares16

Event2026-03-31

Filed2026-04-21

EMXC

ISHARES INC

0.00%

Shares68

Event2026-03-31

Filed2026-04-21

NXPI

NXP SEMICONDUCTORS N V

92.86%

Shares27

Event2026-03-31

Filed2026-04-21

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares250

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

0.00%

Shares4

Event2026-03-31

Filed2026-04-21

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares192

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

BIP

BROOKFIELD INFRASTRUCTURE PA

-13.25%

Shares144

Event2026-03-31

Filed2026-04-21

ZMAY

INNOVATOR ETFS TRUST

New

Shares200

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

159.09%

Shares57

Event2026-03-31

Filed2026-04-21

SOXX

ISHARES TR

0.00%

Shares15

Event2026-03-31

Filed2026-04-21

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

VLTO

VERALTO CORP

0.00%

Shares53

Event2026-03-31

Filed2026-04-21

GOVT

ISHARES TR

252.63%

Shares201

Event2026-03-31

Filed2026-04-21

TE CONNECTIVITY PLC

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

PYPL

PAYPAL HLDGS INC

-33.33%

Shares100

Event2026-03-31

Filed2026-04-21

IYE

ISHARES TR

0.00%

Shares69

Event2026-03-31

Filed2026-04-21

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares62

Event2026-03-31

Filed2026-04-21

PCY

INVESCO EXCH TRADED FD TR II

0.00%

Shares210

Event2026-03-31

Filed2026-04-21

BOEING CO

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

NOK

NOKIA CORP

0.00%

Shares540

Event2026-03-31

Filed2026-04-21

MCK

MCKESSON CORP

0.00%

Shares5

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

0.00%

Shares29

Event2026-03-31

Filed2026-04-21

TRANE TECHNOLOGIES PLC

0.00%

Shares10

Event2026-03-31

Filed2026-04-21

ZTS

ZOETIS INC

0.00%

Shares34

Event2026-03-31

Filed2026-04-21

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

CITIGROUP INC

0.00%

Shares35

Event2026-03-31

Filed2026-04-21

MFC

MANULIFE FINL CORP

0.00%

Shares115

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

New

Shares100

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

New

Shares10

Event2026-03-31

Filed2026-04-21

NTLA

INTELLIA THERAPEUTICS INC

0.00%

Shares302

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

CTRA

COTERRA ENERGY INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

CNQ

CANADIAN NAT RES LTD MED TER

-21.11%

Shares71

Event2026-03-31

Filed2026-04-21

INTU

INTUIT

33.33%

Shares8

Event2026-03-31

Filed2026-04-21

AKAM

AKAMAI TECHNOLOGIES INC

New

Shares30

Event2026-03-31

Filed2026-04-21

CPER

UNITED STS COMMODITY INDEX F

New

Shares100

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

-26.25%

Shares59

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares14

Event2026-03-31

Filed2026-04-21

ARKK

ARK ETF TR

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

GSK PLC

0.00%

Shares59

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

71.43%

Shares12

Event2026-03-31

Filed2026-04-21

MSCI

MSCI INC

0.00%

Shares6

Event2026-03-31

Filed2026-04-21

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares111

Event2026-03-31

Filed2026-04-21

INDY

ISHARES TR

0.00%

Shares75

Event2026-03-31

Filed2026-04-21

TEVA

TEVA PHARMACEUTICAL INDS LTD

New

Shares105

Event2026-03-31

Filed2026-04-21

CVE

CENOVUS ENERGY INC

-20.28%

Shares114

Event2026-03-31

Filed2026-04-21

NTR

NUTRIEN LTD

0.00%

Shares40

Event2026-03-31

Filed2026-04-21

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares91

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

IAI

ISHARES TR

0.00%

Shares18

Event2026-03-31

Filed2026-04-21

PHM

PULTE GROUP INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-21

FORGENT POWER SOLUTIONS INC

New

Shares100

Event2026-03-31

Filed2026-04-21

IBTL

ISHARES TR

0.00%

Shares142

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-21

SIG

SIGNET JEWELERS LIMITED

13.33%

Shares34

Event2026-03-31

Filed2026-04-21

IBTG

ISHARES TR

-66.22%

Shares125

Event2026-03-31

Filed2026-04-21

COHERENT CORP

New

Shares12

Event2026-03-31

Filed2026-04-21

BROOKFIELD RENEWABLE CORP

0.00%

Shares70

Event2026-03-31

Filed2026-04-21

TAN

INVESCO EXCH TRADED FD TR II

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

0.00%

Shares9

Event2026-03-31

Filed2026-04-21

DHR

DANAHER CORP DEL

New

Shares14

Event2026-03-31

Filed2026-04-21

SOBO

SOUTH BOW CORP

-80.60%

Shares78

Event2026-03-31

Filed2026-04-21

MLI

MUELLER INDS INC

New

Shares23

Event2026-03-31

Filed2026-04-21

LEN

LENNAR CORP

New

Shares29

Event2026-03-31

Filed2026-04-21

MARB

FIRST TR EXCH TRADED FD III

New

Shares120

Event2026-03-31

Filed2026-04-21

BWA

BORGWARNER INC

-22.41%

Shares45

Event2026-03-31

Filed2026-04-21

FDIS

FIDELITY COVINGTON TRUST

0.00%

Shares26

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

0.00%

Shares4

Event2026-03-31

Filed2026-04-21

XRPR

ETF OPPORTUNITIES TRUST

0.00%

Shares214

Event2026-03-31

Filed2026-04-21

FIS

FIDELITY NATL INFORMATION SV

New

Shares50

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares12

Event2026-03-31

Filed2026-04-21

CVS

CVS HEALTH CORP

0.00%

Shares31

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

0.00%

Shares44

Event2026-03-31

Filed2026-04-21

AIEQ

AMPLIFY ETF TR

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9

Event2026-03-31

Filed2026-04-21

GIL

GILDAN ACTIVEWEAR INC

0.00%

Shares37

Event2026-03-31

Filed2026-04-21

SOLSTICE ADVANCED MATLS INC

-30.77%

Shares27

Event2026-03-31

Filed2026-04-21

GENERAL MTRS CO

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

EFG

ISHARES TR

New

Shares18

Event2026-03-31

Filed2026-04-21

BROOKFIELD INFRASTRUCTURE CO

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

THRO

BLACKROCK ETF TRUST

39.47%

Shares53

Event2026-03-31

Filed2026-04-21

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

OZK

BANK OZK LITTLE ROCK ARK

0.00%

Shares40

Event2026-03-31

Filed2026-04-21

BEN

FRANKLIN RESOURCES INC

0.00%

Shares77

Event2026-03-31

Filed2026-04-21

NTRA

NATERA INC

New

Shares9

Event2026-03-31

Filed2026-04-21

EMN

EASTMAN CHEM CO

109.09%

Shares23

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-85.47%

Shares34

Event2026-03-31

Filed2026-04-21

HIGHLANDER SILVER CORP

New

Shares282

Event2026-03-31

Filed2026-04-21

CACI

CACI INTL INC

New

Shares3

Event2026-03-31

Filed2026-04-21

SNPS

SYNOPSYS INC

New

Shares4

Event2026-03-31

Filed2026-04-21

APOLLO GLOBAL MGMT INC

New

Shares14

Event2026-03-31

Filed2026-04-21

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

XLY

SELECT SECTOR SPDR TR

0.00%

Shares14

Event2026-03-31

Filed2026-04-21

JXN

JACKSON FINANCIAL INC

75.00%

Shares14

Event2026-03-31

Filed2026-04-21

RITM

RITHM CAPITAL CORP

New

Shares149

Event2026-03-31

Filed2026-04-21

SJM

SMUCKER J M CO

0.00%

Shares14

Event2026-03-31

Filed2026-04-21

IDEF

BLACKROCK ETF TRUST

New

Shares41

Event2026-03-31

Filed2026-04-21

ESI

ELEMENT SOLUTIONS INC

105.26%

Shares39

Event2026-03-31

Filed2026-04-21

MATCH GROUP INC NEW

New

Shares41

Event2026-03-31

Filed2026-04-21

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares16

Event2026-03-31

Filed2026-04-21

ATLASSIAN CORPORATION

New

Shares18

Event2026-03-31

Filed2026-04-21

TRNO

TERRENO RLTY CORP

122.22%

Shares20

Event2026-03-31

Filed2026-04-21

PAYC

PAYCOM SOFTWARE INC

New

Shares10

Event2026-03-31

Filed2026-04-21

ALKS

ALKERMES PLC

183.33%

Shares34

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-21

MGY

MAGNOLIA OIL & GAS CORP

94.74%

Shares37

Event2026-03-31

Filed2026-04-21

ZWS

ZURN ELKAY WATER SOLNS CORP

136.36%

Shares26

Event2026-03-31

Filed2026-04-21

FORM

FORMFACTOR INC

71.43%

Shares12

Event2026-03-31

Filed2026-04-21

SM ENERGY COMPANY

270.00%

Shares37

Event2026-03-31

Filed2026-04-21

VIAV

VIAVI SOLUTIONS INC

88.89%

Shares34

Event2026-03-31

Filed2026-04-21

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares20

Event2026-03-31

Filed2026-04-21

ESE

ESCO TECHNOLOGIES INC

100.00%

Shares4

Event2026-03-31

Filed2026-04-21

VSEC

VSE CORP

New

Shares6

Event2026-03-31

Filed2026-04-21

CBRE

CBRE GROUP INC

New

Shares8

Event2026-03-31

Filed2026-04-21

POWL

POWELL INDS INC

100.00%

Shares2

Event2026-03-31

Filed2026-04-21

SMTC

SEMTECH CORP

100.00%

Shares14

Event2026-03-31

Filed2026-04-21

KFY

KORN FERRY

466.67%

Shares17

Event2026-03-31

Filed2026-04-21

BLCR

BLACKROCK ETF TRUST

New

Shares26

Event2026-03-31

Filed2026-04-21

MOH

MOLINA HEALTHCARE INC

New

Shares8

Event2026-03-31

Filed2026-04-21

LAMB WESTON HLDGS INC

New

Shares25

Event2026-03-31

Filed2026-04-21

LDUR

PIMCO ETF TR

New

Shares11

Event2026-03-31

Filed2026-04-21

CELANESE CORP DEL

100.00%

Shares16

Event2026-03-31

Filed2026-04-21

SNEX

STONEX GROUP INC

225.00%

Shares13

Event2026-03-31

Filed2026-04-21

KRYS

KRYSTAL BIOTECH INC

100.00%

Shares4

Event2026-03-31

Filed2026-04-21

EPRT

ESSENTIAL PPTYS RLTY TR INC

466.67%

Shares34

Event2026-03-31

Filed2026-04-21

GRBK

GREEN BRICK PARTNERS INC

700.00%

Shares16

Event2026-03-31

Filed2026-04-21

HYS

PIMCO ETF TR

New

Shares11

Event2026-03-31

Filed2026-04-21

ARTY

ISHARES TR

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

BTSG

BRIGHTSPRING HEALTH SVCS INC

166.67%

Shares24

Event2026-03-31

Filed2026-04-21

GTES

GATES INDL CORP PLC

125.00%

Shares45

Event2026-03-31

Filed2026-04-21

RHP

RYMAN HOSPITALITY PPTYS INC

120.00%

Shares11

Event2026-03-31

Filed2026-04-21

LUMN

LUMEN TECHNOLOGIES INC

93.33%

Shares145

Event2026-03-31

Filed2026-04-21

NPO

ENPRO INC

100.00%

Shares4

Event2026-03-31

Filed2026-04-21

LONZ

PIMCO ETF TR

New

Shares20

Event2026-03-31

Filed2026-04-21

BLCO

BAUSCH PLUS LOMB CORP

New

Shares61

Event2026-03-31

Filed2026-04-21

MSGS

MADISON SQUARE GRDN SPRT COR

50.00%

Shares3

Event2026-03-31

Filed2026-04-21

ACA

ARCOSA INC

80.00%

Shares9

Event2026-03-31

Filed2026-04-21

FULT

FULTON FINL CORP PA

291.67%

Shares47

Event2026-03-31

Filed2026-04-21

JTEK

J P MORGAN EXCHANGE TRADED F

0.00%

Shares12

Event2026-03-31

Filed2026-04-21

PTCT

PTC THERAPEUTICS INC

133.33%

Shares14

Event2026-03-31

Filed2026-04-21

PTGX

PROTAGONIST THERAPEUTICS INC

80.00%

Shares9

Event2026-03-31

Filed2026-04-21

DOCN

DIGITALOCEAN HLDGS INC

120.00%

Shares11

Event2026-03-31

Filed2026-04-21

AMCOR PLC

New

Shares23

Event2026-03-31

Filed2026-04-21

INDB

INDEPENDENT BK CORP MASS

100.00%

Shares12

Event2026-03-31

Filed2026-04-21

SYSB

ISHARES TR

New

Shares10

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

0.00%

Shares8

Event2026-03-31

Filed2026-04-21

SEE

SEALED AIR CORP NEW

75.00%

Shares21

Event2026-03-31

Filed2026-04-21

BOOT

BOOT BARN HLDGS INC

200.00%

Shares6

Event2026-03-31

Filed2026-04-21

CZR

CAESARS ENTERTAINMENT INC NE

120.00%

Shares33

Event2026-03-31

Filed2026-04-21

VSAT

VIASAT INC

90.00%

Shares19

Event2026-03-31

Filed2026-04-21

PRIM

PRIMORIS SVCS CORP

50.00%

Shares6

Event2026-03-31

Filed2026-04-21

EAT

BRINKER INTL INC

50.00%

Shares6

Event2026-03-31

Filed2026-04-21

QRVO

QORVO INC

57.14%

Shares11

Event2026-03-31

Filed2026-04-21

BCPC

BALCHEM CORP

150.00%

Shares5

Event2026-03-31

Filed2026-04-21

Call Option Holdings

OUTLOOK THERAPEUTICS INC Call CallOUTLOOK THERAPEUTICS INC110.0K sharesnew addition2026-03-312026-04-21

OUTLOOK THERAPEUTICS INC Call

OUTLOOK THERAPEUTICS INC

New

Shares110.0K

Event2026-03-31

Filed2026-04-21

Put Option Holdings

No put option holdings data available