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The Analysis of HBK Sorce Advisory LLC's Holdings & P&L

Currently, HBK Sorce Advisory LLC holds 642 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in VCRM (+3.1M shares, valued at $236.5M), VCRB (+1.8M shares, valued at $137.1M), IWF (+105.2K shares, valued at $13.0M); decreased their positions in VTEB (-474.0K shares, valued at $23.8M), TFI (-193.1K shares, valued at $8.8M), OMFL (-35.5K shares, valued at $2.4M); initiated new positions in N/A (+4.0K shares, valued at $734.5K), AIQ (+11.0K shares, valued at $686.2K), UTF (+21.3K shares, valued at $573.7K).

1M P&L

+79.4M+1.86%

3M P&L

+71.1M+1.66%

HY P&L

+293.0M+7.22%

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/A3.4B

81.4%

2Consumer Electronics94.7M

2.3%

3Semiconductors56.1M

1.3%

Top Industries by Stock Count

1N/A206 stocks

35.6%

2Banks - Regional24 stocks

4.2%

3Utilities - Regulated Electric16 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR34.9M shares1.17%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS11.0M shares19.12%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS7.8M shares0.69%2026-03-312026-05-11

DFVX DIMENSIONAL ETF TRUST4.4M shares2.81%2026-03-312026-05-11

VCRM VANGUARD MUN BD FDS3.5M shares924.13%2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST3.2M shares4.20%2026-03-312026-05-11

AAPL APPLE INC334.8K shares-1.06%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR3.1M shares0.78%2026-03-312026-05-11

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS79.3K shares1.80%2026-03-312026-05-11

OMFL INVESCO EXCH TRD SLF IDX FD744.7K shares-4.55%2026-03-312026-05-11

NVDA NVIDIA CORPORATION231.6K shares7.66%2026-03-312026-05-11

DFCF DIMENSIONAL ETF TRUST993.6K shares-1.20%2026-03-312026-05-11

MSFT MICROSOFT CORP91.4K shares2.44%2026-03-312026-05-11

VTI VANGUARD INDEX FDS91.9K shares-0.63%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO109.2K shares-0.47%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS645.8K shares7.59%2026-03-312026-05-11

Sponsored

SCHE SCHWAB STRATEGIC TR792.5K shares-1.98%2026-03-312026-05-11

ALPHABET INC ALPHABET INC70.3K shares6.75%2026-03-312026-05-11

AMZN AMAZON COM INC90.6K shares1.46%2026-03-312026-05-11

FEX FIRST TR EXCHANGE-TRADED ALP176.9K shares-1.70%2026-03-312026-05-11

ALPHABET INC ALPHABET INC53.8K shares-0.25%2026-03-312026-05-11

FTCS FIRST TR EXCHANGE-TRADED FD218.8K shares-0.83%2026-03-312026-05-11

FTSM FIRST TR EXCHANGE-TRADED FD331.0K shares-2.34%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS86.6K shares6.30%2026-03-312026-05-11

Sponsored

VONG VANGUARD SCOTTSDALE FDS155.2K shares-6.88%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR695.6K shares1.91%2026-03-312026-05-11

VV VANGUARD INDEX FDS52.0K shares-0.71%2026-03-312026-05-11

IWF ISHARES TR139.7K shares305.24%2026-03-312026-05-11

LLY ELI LILLY & CO17.4K shares1.96%2026-03-312026-05-11

IVV ISHARES TR19.8K shares27.26%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T19.6K shares4.09%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR19.6K shares2.26%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC31.9K shares6.42%2026-03-312026-05-11

META META PLATFORMS INC21.3K shares0.98%2026-03-312026-05-11

XOM EXXON MOBIL CORP88.1K shares-4.31%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.4K shares-6.97%2026-03-312026-05-11

IWB ISHARES TR28.3K shares0.92%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR327.0K shares-6.63%2026-03-312026-05-11

TSLA TESLA INC26.5K shares4.92%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR336.6K shares16.74%2026-03-312026-05-11

Sponsored

JNJ JOHNSON & JOHNSON44.6K shares-0.81%2026-03-312026-05-11

PG PROCTER & GAMBLE CO66.2K shares-2.99%2026-03-312026-05-11

IWD ISHARES TR41.3K shares7.41%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS188.8K shares-71.51%2026-03-312026-05-11

WMT WALMART INC71.2K shares-0.55%2026-03-312026-05-11

CMCSA COMCAST CORP NEW360.1K shares0.39%2026-03-312026-05-11

CAT CATERPILLAR INC10.1K shares-0.61%2026-03-312026-05-11

IJR ISHARES TR64.4K shares0.90%2026-03-312026-05-11

Sponsored

PH PARKER-HANNIFIN CORP10.0K shares-0.44%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP16.5K shares-2.38%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR258.6K shares5.69%2026-03-312026-05-11

PLD PROLOGIS INC.54.2K shares0.70%2026-03-312026-05-11

ITOT ISHARES TR47.8K shares-0.29%2026-03-312026-05-11

RTX RTX CORPORATION43.5K shares-4.24%2026-03-312026-05-11

CVX CHEVRON CORPORATION40.4K shares-1.67%2026-03-312026-05-11

V VISA INC22.9K shares-3.77%2026-03-312026-05-11

Sponsored

VUG VANGUARD INDEX FDS83.1K shares651.36%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION6.6K shares0.74%2026-03-312026-05-11

XMTR XOMETRY INC78.1K shares-1.18%2026-03-312026-05-11

CAPR CAPRICOR THERAPEUTICS INC204.8K shares0.56%2026-03-312026-05-11

SPYM SPDR SERIES TRUST70.3K shares1.00%2026-03-312026-05-11

VTV VANGUARD INDEX FDS29.4K shares-0.65%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC8.1K shares15.39%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC53.1K shares1.10%2026-03-312026-05-11

Sponsored

VCIT VANGUARD SCOTTSDALE FDS69.8K shares147.03%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC12.5K shares-0.65%2026-03-312026-05-11

NFLX NETFLIX INC.61.7K shares1.52%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS73.1K shares5.82%2026-03-312026-05-11

KO COCA COLA CO66.1K shares-2.41%2026-03-312026-05-11

PEP PEPSICO INC33.5K shares2.10%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE17.4K shares2.62%2026-03-312026-05-11

CSCO CISCO SYS INC53.4K shares0.94%2026-03-312026-05-11

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28.2K shares-2.72%2026-03-312026-05-11

MTB M & T BK CORP23.7K shares-5.55%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC36.4K shares-3.59%2026-03-312026-05-11

T AT&T INC199.1K shares-8.41%2026-03-312026-05-11

GEV GE VERNOVA INC4.7K shares2.26%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS21.3K shares8.51%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC102.4K shares-2.95%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC21.9K shares2.36%2026-03-312026-05-11

Sponsored

SEIC SEI INVTS CO51.8K shares0.15%2026-03-312026-05-11

HD HOME DEPOT INC14.8K shares0.35%2026-03-312026-05-11

DBEF DBX ETF TR87.4K shares0.00%2026-03-312026-05-11

SCHK SCHWAB STRATEGIC TR124.8K shares0.00%2026-03-312026-05-11

MCD MCDONALDS CORP15.2K shares-1.27%2026-03-312026-05-11

SCHC SCHWAB STRATEGIC TR81.0K shares-0.39%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC24.2K shares0.25%2026-03-312026-05-11

PFE PFIZER INC159.2K shares4.94%2026-03-312026-05-11

Sponsored

GILD GILEAD SCIENCES INC31.0K shares-11.53%2026-03-312026-05-11

SMH VANECK ETF TRUST7.2K shares-0.07%2026-03-312026-05-11

ABBV ABBVIE INC20.1K shares-1.65%2026-03-312026-05-11

NEE NEXTERA ENERGY INC43.4K shares-1.17%2026-03-312026-05-11

ORCL ORACLE CORP20.6K shares2.19%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC4.2K shares1.75%2026-03-312026-05-11

DWM WISDOMTREE TR52.7K shares-2.44%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC27.1K shares4.73%2026-03-312026-05-11

Sponsored

QCOM QUALCOMM INC17.5K shares-1.71%2026-03-312026-05-11

IWS ISHARES TR24.1K shares8.63%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR110.9K shares3.78%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC3.4K shares-6.56%2026-03-312026-05-11

VIOO VANGUARD ADMIRAL FDS INC28.4K shares-0.08%2026-03-312026-05-11

VST VISTRA CORP24.0K shares-16.98%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC35.1K shares3.10%2026-03-312026-05-11

ZION ZIONS BANCORPORATION NATL AS55.9K shares-9.63%2026-03-312026-05-11

Sponsored

ERIE ERIE INDTY CO16.1K shares-0.47%2026-03-312026-05-11

BUFR FIRST TR EXCHNG TRADED FD VI96.2K shares7.51%2026-03-312026-05-11

TPYP TORTOISE CAPITAL SERIES TRUS79.9K shares-1.07%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC7.1K shares-6.70%2026-03-312026-05-11

MA MASTERCARD INCORPORATED6.7K shares-0.18%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO10.4K shares3.03%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC8.6K shares-10.10%2026-03-312026-05-11

DVY ISHARES TR21.1K shares-0.31%2026-03-312026-05-11

Sponsored

FNDF SCHWAB STRATEGIC TR59.7K shares0.42%2026-03-312026-05-11

CENCORA INC CENCORA INC12.2K shares-8.89%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR92.9K shares14.10%2026-03-312026-05-11

AMGN AMGEN INC9.5K shares-1.49%2026-03-312026-05-11

INTC INTEL CORP25.0K shares8.45%2026-03-312026-05-11

EFA ISHARES TR29.4K shares-3.58%2026-03-312026-05-11

DE DEERE & CO5.3K shares-0.19%2026-03-312026-05-11

IVW ISHARES TR22.4K shares-3.03%2026-03-312026-05-11

Sponsored

LOW LOWES COS INC13.1K shares-4.55%2026-03-312026-05-11

ROST ROSS STORES INC13.1K shares-2.74%2026-03-312026-05-11

BAC BANK AMERICA CORP57.3K shares0.84%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC7.1K shares1.85%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F47.5K shares-0.85%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-05-11

USB US BANCORP50.4K shares-5.85%2026-03-312026-05-11

DIS DISNEY WALT CO25.8K shares-4.76%2026-03-312026-05-11

Sponsored

PSX PHILLIPS 6616.2K shares-8.37%2026-03-312026-05-11

IJH ISHARES TR36.9K shares8.93%2026-03-312026-05-11

GLD SPDR GOLD TR6.2K shares-4.36%2026-03-312026-05-11

CMI CUMMINS INC3.9K shares-20.74%2026-03-312026-05-11

IEFA ISHARES TR27.4K shares7.64%2026-03-312026-05-11

TGT TARGET CORP21.2K shares-6.96%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.0K shares5.89%2026-03-312026-05-11

CVY INVESCO EXCHANGE TRADED FD T89.8K shares-11.62%2026-03-312026-05-11

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.4K shares0.90%2026-03-312026-05-11

IWM ISHARES TR8.9K shares5.85%2026-03-312026-05-11

AMAT APPLIED MATLS INC5.8K shares3.63%2026-03-312026-05-11

UNP UNION PAC CORP9.2K shares1.91%2026-03-312026-05-11

CATH GLOBAL X FDS26.5K shares10.89%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO39.8K shares2.78%2026-03-312026-05-11

KLAC KLA CORP1.2K shares-5.41%2026-03-312026-05-11

CVS CVS HEALTH CORP23.6K shares-5.46%2026-03-312026-05-11

Sponsored

PGX INVESCO EXCH TRADED FD TR II188.2K shares-7.74%2026-03-312026-05-11

ASTS AST SPACEMOBILE INC28.0K shares35.78%2026-03-312026-05-11

BA BOEING CO8.8K shares2.24%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP23.2K shares-10.83%2026-03-312026-05-11

ADI ANALOG DEVICES INC4.9K shares2.82%2026-03-312026-05-11

IWN ISHARES TR9.6K shares13.85%2026-03-312026-05-11

CIBR FIRST TR EXCHANGE-TRADED FD26.8K shares-0.37%2026-03-312026-05-11

IVE ISHARES TR8.9K shares3.82%2026-03-312026-05-11

Sponsored

GWW WW GRAINGER INC1.5K shares-1.15%2026-03-312026-05-11

MO ALTRIA GROUP INC28.0K shares6.76%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS12.1K shares16.59%2026-03-312026-05-11

MEDP MEDPACE HLDGS INC4.4K shares-10.61%2026-03-312026-05-11

TJX TJX COS INC NEW12.1K shares3.97%2026-03-312026-05-11

BR BROADRIDGE FINL SOLUTIONS IN12.4K shares-7.36%2026-03-312026-05-11

XOP SPDR SERIES TRUST11.1K shares-13.92%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC4.0K shares1.24%2026-03-312026-05-11

Sponsored

VOE VANGUARD INDEX FDS9.4K shares2.84%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP36.5K shares-2.18%2026-03-312026-05-11

COP CONOCOPHILLIPS15.7K shares-3.95%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.3K shares7.38%2026-03-312026-05-11

WFC WELLS FARGO & CO23.6K shares2.09%2026-03-312026-05-11

IWR ISHARES TR16.8K shares0.17%2026-03-312026-05-11

NFG NATIONAL FUEL GAS CO22.2K shares4.15%2026-03-312026-05-11

AGG ISHARES TR17.7K shares-0.37%2026-03-312026-05-11

Sponsored

CWST CASELLA WASTE SYS INC20.5K shares-0.26%2026-03-312026-05-11

AVY AVERY DENNISON CORP10.5K shares-10.74%2026-03-312026-05-11

HON HONEYWELL INTL INC8.0K shares2.07%2026-03-312026-05-11

ASML ASML HLDG NV1.1K shares13.29%2026-03-312026-05-11

OLLI OLLIES BARGAIN OUTLET HLDGS20.4K shares-11.74%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC13.1K shares4.81%2026-03-312026-05-11

MET METLIFE INC21.1K shares-3.91%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F29.4K shares13.68%2026-03-312026-05-11

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP5.5K shares7.15%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP5.2K shares2.56%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC4.0K shares4.55%2026-03-312026-05-11

CAMT CAMTEK LTD7.8K shares-3.02%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC9.8K shares-13.10%2026-03-312026-05-11

NVR NVR INC267 shares0.38%2026-03-312026-05-11

EEM ISHARES TR23.5K shares0.65%2026-03-312026-05-11

KVUE KENVUE INC90.1K shares-12.78%2026-03-312026-05-11

Sponsored

ROK ROCKWELL AUTOMATION INC3.5K shares-6.27%2026-03-312026-05-11

CELESTICA INC CELESTICA INC4.1K shares6.23%2026-03-312026-05-11

AGNC AGNC INVT CORP138.8K shares0.93%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC7.1K shares35.94%2026-03-312026-05-11

ABT ABBOTT LABORATORIES17.3K shares-6.23%2026-03-312026-05-11

ORI OLD REP INTL CORP36.6K shares0.07%2026-03-312026-05-11

SHEL SHELL PLC17.0K shares1.90%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR31.8K shares4.45%2026-03-312026-05-11

Sponsored

XMAR FIRST TR EXCHNG TRADED FD VI33.6K shares1.43%2026-03-312026-05-11

KKR & CO INC KKR & CO INC13.8K shares-0.20%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST32.8K shares0.00%2026-03-312026-05-11

LSBK LAKE SHORE BANCORP INC88.1K shares0.06%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR7.9K shares3.74%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.1K shares-9.63%2026-03-312026-05-11

GLW CORNING INC7.4K shares2.60%2026-03-312026-05-11

STT STATE STR CORP9.2K shares-1.30%2026-03-312026-05-11

Sponsored

EFAV ISHARES TR14.9K shares-11.38%2026-03-312026-05-11

EMR EMERSON ELEC CO9.4K shares1.42%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN6.2K shares11.66%2026-03-312026-05-11

IWP ISHARES TR9.4K shares113.09%2026-03-312026-05-11

SLF SUN LIFE FINANCIAL INC.18.3K shares0.30%2026-03-312026-05-11

SPGI S&P GLOBAL INC3.0K shares-0.07%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC4.2K shares1.35%2026-03-312026-05-11

THFF FIRST FINANCIAL CORPORATION18.5K shares0.00%2026-03-312026-05-11

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP13.0K shares-0.76%2026-03-312026-05-11

MS MORGAN STANLEY6.4K shares4.86%2026-03-312026-05-11

CRM SALESFORCE INC6.8K shares18.62%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW3.4K shares3.10%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC2.6K shares-0.92%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC19.4K shares9.01%2026-03-312026-05-11

IWO ISHARES TR3.2K shares-4.69%2026-03-312026-05-11

STZ CONSTELLATION BRANDS INC7.9K shares-2.96%2026-03-312026-05-11

Sponsored

CEG CONSTELLATION ENERGY CORP3.8K shares9.51%2026-03-312026-05-11

QAI NEW YORK LIFE INVESTMENTS ET32.3K shares-41.25%2026-03-312026-05-11

VSGX VANGUARD WORLD FD14.4K shares6.97%2026-03-312026-05-11

EXC EXELON CORP26.5K shares-6.71%2026-03-312026-05-11

IEMG ISHARES INC14.0K shares2.33%2026-03-312026-05-11

TXN TEXAS INSTRS INC4.0K shares10.18%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC8.8K shares-15.89%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F13.7K shares140.66%2026-03-312026-05-11

Sponsored

WM WASTE MGMT INC DEL5.3K shares-22.86%2026-03-312026-05-11

ARKK ARK ETF TR14.4K shares-1.08%2026-03-312026-05-11

CWI SPDR INDEX SHS FDS28.0K shares-0.73%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I3.8K shares1.59%2026-03-312026-05-11

PPL PPL CORP30.8K shares1.86%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO3.5K shares1.17%2026-03-312026-05-11

INTU INTUIT2.8K shares3.06%2026-03-312026-05-11

ESGV VANGUARD WORLD FD8.4K shares0.44%2026-03-312026-05-11

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FTNT FORTINET INC9.3K shares2.75%2026-03-312026-05-11

APH AMPHENOL CORP8.2K shares4.79%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC14.0K shares8.95%2026-03-312026-05-11

MPC MARATHON PETE CORP4.3K shares-2.44%2026-03-312026-05-11

PAYX PAYCHEX INC11.1K shares11.66%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR20.3K shares4.92%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND2.1K shares-15.90%2026-03-312026-05-11

NUE NUCOR CORP4.4K shares2.77%2026-03-312026-05-11

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DIVO AMPLIFY ETF TR21.8K shares0.33%2026-03-312026-05-11

VTEI VANGUARD MUN BD FDS9.8K shares0.00%2026-03-312026-05-11

LINDE PLC LINDE PLC2.0K shares16.16%2026-03-312026-05-11

DES WISDOMTREE TR25.3K shares-6.31%2026-03-312026-05-11

MMM 3M CO6.8K shares0.91%2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION14.5K shares2.78%2026-03-312026-05-11

O REALTY INCOME CORP15.6K shares-1.34%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO11.0K shares3.71%2026-03-312026-05-11

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JEPQ J P MORGAN EXCHANGE TRADED F16.2K shares-43.18%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD12.9K shares-0.33%2026-03-312026-05-11

FDX FEDEX CORP2.5K shares2.57%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO2.8K shares20.92%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC12.4K shares-0.24%2026-03-312026-05-11

MCHP MICROCHIP TECHNOLOGY INC.9.4K shares-13.28%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR6.4K shares38.45%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP1.6K shares2.29%2026-03-312026-05-11

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CCJ CAMECO CORP7.7K shares0.66%2026-03-312026-05-11

AME AMETEK INC3.8K shares8.74%2026-03-312026-05-11

AFL AFLAC INC7.8K shares1.52%2026-03-312026-05-11

VLO VALERO ENERGY CORP3.7K shares-3.17%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR15.9K shares-15.34%2026-03-312026-05-11

MCK MCKESSON CORP1.2K shares0.59%2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS INC2.7K shares-0.94%2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V2.9K shares-0.03%2026-03-312026-05-11

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DFAX DIMENSIONAL ETF TRUST22.7K shares0.00%2026-03-312026-05-11

IWY ISHARES TR2.9K shares3.60%2026-03-312026-05-11

FLEX FLEXTRONICS INTL LTD6.0K shares3.80%2026-03-312026-05-11

DWX SPDR INDEX SHS FDS18.1K shares-0.18%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR9.5K shares22.80%2026-03-312026-05-11

CEFA GLOBAL X FDS21.2K shares3.31%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.9K shares3.34%2026-03-312026-05-11

SO SOUTHERN CO9.1K shares3.91%2026-03-312026-05-11

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SKYY FIRST TR EXCHANGE-TRADED FD6.3K shares-10.26%2026-03-312026-05-11

HYG ISHARES TR10.2K shares-8.07%2026-03-312026-05-11

CB CHUBB LTD SWITZ2.6K shares4.66%2026-03-312026-05-11

COHERENT CORP COHERENT CORP2.4K shares5.04%2026-03-312026-05-11

SHYG ISHARES TR19.2K shares-8.81%2026-03-312026-05-11

RJF RAYMOND JAMES FINL INC5.3K shares1.07%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC3.1K shares-10.64%2026-03-312026-05-11

WELL WELLTOWER INC3.7K shares10.34%2026-03-312026-05-11

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WMB WILLIAMS COS INC11.1K shares-8.63%2026-03-312026-05-11

SYY SYSCO CORP11.0K shares-9.95%2026-03-312026-05-11

XBI SPDR SERIES TRUST5.9K shares-0.89%2026-03-312026-05-11

SLB SLB LIMITED14.7K shares2.40%2026-03-312026-05-11

D DOMINION ENERGY INC12.6K shares-7.11%2026-03-312026-05-11

LNT ALLIANT ENERGY CORP10.9K shares-0.06%2026-03-312026-05-11

CSX CSX CORP17.3K shares5.29%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP7.8K shares22.91%2026-03-312026-05-11

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VIGI VANGUARD WHITEHALL FDS8.3K shares0.61%2026-03-312026-05-11

BOND PIMCO ETF TR8.3K shares0.00%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF16.8K shares-1.08%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD2.9K shares-0.11%2026-03-312026-05-11

NVO NOVO-NORDISK A S16.5K shares15.03%2026-03-312026-05-11

SPMD SPDR SERIES TRUST11.6K shares-0.50%2026-03-312026-05-11

RIO RIO TINTO PLC7.1K shares3.53%2026-03-312026-05-11

SBUX STARBUCKS CORP7.1K shares-4.13%2026-03-312026-05-11

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PRU PRUDENTIAL FINL INC7.3K shares-4.18%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC4.0K sharesnew addition2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP9.5K shares-13.28%2026-03-312026-05-11

MSA MSA SAFETY INC4.3K shares0.40%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC2.8K shares4.41%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC11.7K shares10.34%2026-03-312026-05-11

EFC ELLINGTON FINANCIAL INC53.1K shares-0.07%2026-03-312026-05-11

UTG REAVES UTIL INCOME FD16.9K shares19.91%2026-03-312026-05-11

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ENB ENBRIDGE INC13.3K shares2.12%2026-03-312026-05-11

VXUS VANGUARD STAR FDS8.3K shares16.04%2026-03-312026-05-11

MNST MONSTER BEVERAGE CORP NEW8.2K shares2.60%2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR29.1K shares2.73%2026-03-312026-05-11

SCCO SOUTHERN COPPER CORP3.8K shares-0.08%2026-03-312026-05-11

XT ISHARES TR8.8K shares-0.71%2026-03-312026-05-11

AIQ GLOBAL X FDS11.0K sharesnew addition2026-03-312026-05-11

SCI SERVICE CORP INTL8.8K shares-7.47%2026-03-312026-05-11

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ETR ENTERGY CORP NEW6.1K shares-10.66%2026-03-312026-05-11

DLN WISDOMTREE TR7.2K shares0.00%2026-03-312026-05-11

PGR PROGRESSIVE CORP3.5K shares2.64%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC1.3K shares13.34%2026-03-312026-05-11

UPGD INVESCO EXCHANGE TRADED FD T8.6K shares-0.13%2026-03-312026-05-11

GOVT ISHARES TR29.4K shares21.22%2026-03-312026-05-11

NVS NOVARTIS AG4.6K shares4.47%2026-03-312026-05-11

DGRO ISHARES TR9.1K shares-1.63%2026-03-312026-05-11

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PDO PIMCO DYNAMIC INCOME OPRNTS50.0K shares138.10%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC4.0K shares2384.28%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L17.4K shares-0.10%2026-03-312026-05-11

FVD FIRST TR EXCHANGE-TRADED FD13.7K shares8.01%2026-03-312026-05-11

FIVA FIDELITY COVINGTON TRUST17.1K shares0.00%2026-03-312026-05-11

DGRW WISDOMTREE TR6.7K shares3.78%2026-03-312026-05-11

MPLX MPLX LP11.8K shares-0.73%2026-03-312026-05-11

VHT VANGUARD WORLD FD2.4K shares10.50%2026-03-312026-05-11

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DFAT DIMENSIONAL ETF TRUST9.4K shares-0.31%2026-03-312026-05-11

CTVA CORTEVA INC7.8K shares7.73%2026-03-312026-05-11

VONE VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-03-312026-05-11

EWJ ISHARES INC6.8K shares20.30%2026-03-312026-05-11

ADSK AUTODESK INC2.5K shares-1.21%2026-03-312026-05-11

FMNB FARMERS NATIONAL BANC CORP43.2K shares2.75%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW3.0K shares5.21%2026-03-312026-05-11

VGT VANGUARD WORLD FD5.4K shares678.19%2026-03-312026-05-11

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COKE COCA COLA CONS INC3.5K shares0.55%2026-03-312026-05-11

ACWI ISHARES TR3.9K shares13.12%2026-03-312026-05-11

IGV ISHARES TR6.6K shares22.44%2026-03-312026-05-11

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN26.7K shares8.15%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 40885 shares1.37%2026-03-312026-05-11

SDY SPDR SERIES TRUST4.0K shares0.20%2026-03-312026-05-11

MFC MANULIFE FINL CORP14.6K shares1.83%2026-03-312026-05-11

NATIONAL GRID PLC NATIONAL GRID PLC6.7K shares-3.38%2026-03-312026-05-11

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VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC14.2K shares-1.32%2026-03-312026-05-11

APP APPLOVIN CORP1.2K shares23.95%2026-03-312026-05-11

CINF CINCINNATI FINL CORP3.6K shares-5.66%2026-03-312026-05-11

UTF COHEN & STEERS INFRASTRUCTUR21.3K sharesnew addition2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC4.6K shares-9.97%2026-03-312026-05-11

ADBE ADOBE INC2.2K shares-12.25%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP2.0K shares9.44%2026-03-312026-05-11

CAAP CORPORACION AMER ARPTS S A22.2K shares1.02%2026-03-312026-05-11

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TSEM TOWER SEMICONDUCTOR LTD2.6K shares-0.60%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.9K shares-18.31%2026-03-312026-05-11

PHYS SPROTT ASSET MANAGEMENT LP15.3K shares-31.29%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC5.9K shares7.83%2026-03-312026-05-11

WRB BERKLEY W R CORP8.3K shares-2.05%2026-03-312026-05-11

BME BLACKROCK HEALTH SCIENCES TR14.0K shares6.09%2026-03-312026-05-11

SLV ISHARES SILVER TR7.4K shares-18.15%2026-03-312026-05-11

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC15.3K shares15.87%2026-03-312026-05-11

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SHOP SHOPIFY INC4.9K shares18.03%2026-03-312026-05-11

GPN GLOBAL PMTS INC7.6K shares-14.17%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW19.0K shares-7.18%2026-03-312026-05-11

FNB F N B CORP29.3K shares0.39%2026-03-312026-05-11

URI UNITED RENTALS INC558 shares13.65%2026-03-312026-05-11

THQ ABRDN HEALTHCARE OPPORTUNITI28.0K shares3.28%2026-03-312026-05-11

NWBI NORTHWEST BANCSHARES INC36.8K shares23.90%2026-03-312026-05-11

SNPS SYNOPSYS INC966 shares-1.53%2026-03-312026-05-11

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COF CAPITAL ONE FINL CORP2.6K shares-1.39%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD3.5K shares-9.65%2026-03-312026-05-11

CTAS CINTAS CORP3.0K shares-3.94%2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF7.9K shares-8.08%2026-03-312026-05-11

EBAY EBAY INC.4.5K shares6.31%2026-03-312026-05-11

EME EMCOR GROUP INC531 shares7.49%2026-03-312026-05-11

VO VANGUARD INDEX FDS6.3K shares275.21%2026-03-312026-05-11

HSY HERSHEY CO2.6K shares0.42%2026-03-312026-05-11

Sponsored

IDVO AMPLIFY ETF TR11.3K shares9.23%2026-03-312026-05-11

BP BP PLC11.1K shares15.73%2026-03-312026-05-11

BDX BECTON DICKINSON & CO3.2K shares8.28%2026-03-312026-05-11

SONY SONY GROUP CORP23.6K shares-4.21%2026-03-312026-05-11

MTUM ISHARES TR1.6K shares0.00%2026-03-312026-05-11

NBTB NBT BANCORP INC10.3K shares-2.41%2026-03-312026-05-11

TIGO MILLICOM INTL CELLULAR S A5.8K shares-1.12%2026-03-312026-05-11

TFI SPDR SERIES TRUST10.3K shares-94.95%2026-03-312026-05-11

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TXT TEXTRON INC5.1K shares1.05%2026-03-312026-05-11

DAL DELTA AIR LINES INC6.3K shares5.21%2026-03-312026-05-11

NI NISOURCE INC9.9K shares1.38%2026-03-312026-05-11

TOTALENERGIES SE TOTALENERGIES SE5.2K shares-8.73%2026-03-312026-05-11

TFC TRUIST FINL CORP9.4K shares-23.17%2026-03-312026-05-11

AOS SMITH A O CORP7.8K shares3.43%2026-03-312026-05-11

SNPE DBX ETF TR6.8K sharesnew addition2026-03-312026-05-11

SCHH SCHWAB STRATEGIC TR19.3K shares12.44%2026-03-312026-05-11

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SIXG ETF SER SOLUTIONS4.9K sharesnew addition2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP8.3K shares6.81%2026-03-312026-05-11

CMG CHIPOTLE MEXICAN GRILL INC13.7K shares-6.08%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION3.2K shares8.84%2026-03-312026-05-11

WTRG ESSENTIAL UTILS INC11.8K shares37.48%2026-03-312026-05-11

NOW SERVICENOW INC4.8K shares-39.16%2026-03-312026-05-11

SLYV SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-05-11

DIAL COLUMBIA ETF TR I23.7K shares0.00%2026-03-312026-05-11

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PWR QUANTA SVCS INC578 shares9.68%2026-03-312026-05-11

VB VANGUARD INDEX FDS1.5K shares1.70%2026-03-312026-05-11

AZO AUTOZONE INC122 shares-21.29%2026-03-312026-05-11

VBR VANGUARD INDEX FDS1.8K shares0.44%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP8.0K shares0.54%2026-03-312026-05-11

OKE ONEOK INC NEW5.0K shares6.04%2026-03-312026-05-11

SAP SAP SE2.4K shares-2.30%2026-03-312026-05-11

IBKR INTERACTIVE BROKERS GROUP IN4.9K shares27.82%2026-03-312026-05-11

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F FORD MTR CO33.8K shares-6.88%2026-03-312026-05-11

DHR DANAHER CORP DEL2.4K shares-8.44%2026-03-312026-05-11

IYW ISHARES TR1.7K sharesnew addition2026-03-312026-05-11

AMT AMERICAN TOWER CORP2.3K shares15.88%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS8.5K sharesnew addition2026-03-312026-05-11

ETV EATON VANCE TAX-MANAGED BUY-27.8K shares4.11%2026-03-312026-05-11

MTBA SIMPLIFY EXCHANGE TRADED FUN8.2K shares1.47%2026-03-312026-05-11

YUM YUM BRANDS INC2.7K shares1.25%2026-03-312026-05-11

Sponsored

CME CME GROUP INC1.4K shares2.13%2026-03-312026-05-11

FE FIRSTENERGY CORP9.1K shares-21.40%2026-03-312026-05-11

AMP AMERIPRISE FINL INC868 shares1.64%2026-03-312026-05-11

HDV ISHARES TR15.1K shares380.69%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP824 sharesnew addition2026-03-312026-05-11

HIG HARTFORD INSURANCE GROUP INC3.0K shares2.80%2026-03-312026-05-11

FAST FASTENAL CO8.8K shares4.07%2026-03-312026-05-11

FJAN FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2026-03-312026-05-11

Sponsored

KMI KINDER MORGAN INC DEL12.3K shares24.92%2026-03-312026-05-11

WSBC WESBANCO INC11.2K shares0.83%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-6.14%2026-03-312026-05-11

IEF ISHARES TR4.0K sharesnew addition2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC882 shares5.63%2026-03-312026-05-11

SNDK SANDISK CORP242 sharesnew addition2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP1.3K shares15.19%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP2.9K shares8.20%2026-03-312026-05-11

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CBFV CB FINL SVCS INC10.6K shares0.00%2026-03-312026-05-11

OEF ISHARES TR1.0K shares0.10%2026-03-312026-05-11

IWV ISHARES TR897 shares-17.25%2026-03-312026-05-11

ALL ALLSTATE CORP1.8K shares3.35%2026-03-312026-05-11

GEHC GE HEALTHCARE TECHNOLOGIES I5.9K shares1.49%2026-03-312026-05-11

CFG CITIZENS FINL GROUP INC5.8K shares-4.78%2026-03-312026-05-11

TROX TRONOX HOLDINGS PLC42.0K shares-6.05%2026-03-312026-05-11

DDOG DATADOG INC1.9K sharesnew addition2026-03-312026-05-11

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FI FISERV INC6.6K shares20.74%2026-03-312026-05-11

TER TERADYNE INC1.0K shares37.95%2026-03-312026-05-11

DOW DOW HLDGS INC9.7K shares-0.29%2026-03-312026-05-11

ET ENERGY TRANSFER L P18.6K shares5.97%2026-03-312026-05-11

ECL ECOLAB INC1.4K shares3.38%2026-03-312026-05-11

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.7K shares2.18%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC6.0K shares11.16%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC1.2K shares-1.02%2026-03-312026-05-11

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BUFZ FIRST TR EXCHNG TRADED FD VI12.6K shares0.00%2026-03-312026-05-11

CPRX CATALYST PHARMACEUTICALS INC11.2K shares0.18%2026-03-312026-05-11

GM GENERAL MTRS CO4.4K shares6.20%2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN3.5K shares28.58%2026-03-312026-05-11

ON ON SEMICONDUCTOR CORP3.4K shares4.71%2026-03-312026-05-11

PYLD PIMCO ETF TR13.0K shares10.95%2026-03-312026-05-11

VFH VANGUARD WORLD FD2.7K shares9.90%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO1.7K shares12.83%2026-03-312026-05-11

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XOCT FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2026-03-312026-05-11

AAON AAON INC2.5K shares-1.57%2026-03-312026-05-11

HBAN HUNTINGTON BANCSHARES INC21.1K shares-6.27%2026-03-312026-05-11

VFLO VICTORY PORTFOLIOS II7.8K sharesnew addition2026-03-312026-05-11

FTXL FIRST TR EXCHANGE TRADED FD1.4K shares2.78%2026-03-312026-05-11

CASY CASEYS GEN STORES INC394 shares5.07%2026-03-312026-05-11

FAUG FIRST TR EXCHNG TRADED FD VI6.1K shares-1.71%2026-03-312026-05-11

WAB WABTEC1.3K shares4.71%2026-03-312026-05-11

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SYK STRYKER CORPORATION1.2K shares2.53%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.3K shares-1.30%2026-03-312026-05-11

IJK ISHARES TR3.0K shares-41.85%2026-03-312026-05-11

VDC VANGUARD WORLD FD1.4K shares27.29%2026-03-312026-05-11

IYG ISHARES TR3.8K shares-0.29%2026-03-312026-05-11

BUFQ FIRST TR EXCHNG TRADED FD VI8.5K shares1.49%2026-03-312026-05-11

MUA BLACKROCK MUNIASSETS FD INC30.6K sharesnew addition2026-03-312026-05-11

TD TORONTO DOMINION BK ONT3.0K shares4.65%2026-03-312026-05-11

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ARTY ISHARES TR4.8K sharesnew addition2026-03-312026-05-11

OKLO OKLO INC4.5K sharesnew addition2026-03-312026-05-11

LNG CHENIERE ENERGY INC1.3K shares9.70%2026-03-312026-05-11

XJUN FIRST TR EXCHNG TRADED FD VI7.3K shares-7.88%2026-03-312026-05-11

IVES WEDBUSH SER TR8.8K shares10.50%2026-03-312026-05-11

CAH CARDINAL HEALTH INC1.7K shares0.75%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC1.7K shares-7.55%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.4K shares-2.88%2026-03-312026-05-11

Sponsored

TROW PRICE T ROWE GROUP INC3.0K shares1.92%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR2.6K shares2.95%2026-03-312026-05-11

GSK PLC GSK PLC6.2K shares-8.58%2026-03-312026-05-11

NOBL PROSHARES TR2.9K shares0.00%2026-03-312026-05-11

RVT ROYCE SMALL CAP TRUST INC16.6K shares1.49%2026-03-312026-05-11

STERIS PLC STERIS PLC1.5K shares-17.07%2026-03-312026-05-11

OTIS OTIS WORLDWIDE CORP4.1K shares-3.69%2026-03-312026-05-11

HUBBELL INC HUBBELL INC622 shares3.84%2026-03-312026-05-11

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares0.00%2026-03-312026-05-11

STLD STEEL DYNAMICS INC1.3K shares2.72%2026-03-312026-05-11

FYX FIRST TR EXCHANGE-TRADED ALP2.2K shares-0.13%2026-03-312026-05-11

WAT WATERS CORP838 sharesnew addition2026-03-312026-05-11

DKS DICKS SPORTING GOODS INC1.3K shares3.38%2026-03-312026-05-11

GNRC GENERAC HLDGS INC1.1K shares-19.09%2026-03-312026-05-11

IBB ISHARES TR1.7K shares0.00%2026-03-312026-05-11

IRM IRON MTN INC DEL2.3K sharesnew addition2026-03-312026-05-11

Sponsored

HSBC HSBC HLDGS PLC3.2K shares14.69%2026-03-312026-05-11

ES EVERSOURCE ENERGY4.4K shares-17.56%2026-03-312026-05-11

NLR VANECK ETF TRUST2.1K shares0.05%2026-03-312026-05-11

XYL XYLEM INC2.5K shares15.82%2026-03-312026-05-11

SCHX

SCHWAB STRATEGIC TR

1.17%

Shares34.9M

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

19.12%

Shares11.0M

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

0.69%

Shares7.8M

Event2026-03-31

Filed2026-05-11

DFVX

DIMENSIONAL ETF TRUST

2.81%

Shares4.4M

Event2026-03-31

Filed2026-05-11

VCRM

VANGUARD MUN BD FDS

924.13%

Shares3.5M

Event2026-03-31

Filed2026-05-11

DFEM

DIMENSIONAL ETF TRUST

4.20%

Shares3.2M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-1.06%

Shares334.8K

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

0.78%

Shares3.1M

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.80%

Shares79.3K

Event2026-03-31

Filed2026-05-11

OMFL

INVESCO EXCH TRD SLF IDX FD

-4.55%

Shares744.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

7.66%

Shares231.6K

Event2026-03-31

Filed2026-05-11

DFCF

DIMENSIONAL ETF TRUST

-1.20%

Shares993.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

2.44%

Shares91.4K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-0.63%

Shares91.9K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-0.47%

Shares109.2K

Event2026-03-31

Filed2026-05-11

VMBS

VANGUARD SCOTTSDALE FDS

7.59%

Shares645.8K

Event2026-03-31

Filed2026-05-11

SCHE

SCHWAB STRATEGIC TR

-1.98%

Shares792.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

6.75%

Shares70.3K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

1.46%

Shares90.6K

Event2026-03-31

Filed2026-05-11

FEX

FIRST TR EXCHANGE-TRADED ALP

-1.70%

Shares176.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-0.25%

Shares53.8K

Event2026-03-31

Filed2026-05-11

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.83%

Shares218.8K

Event2026-03-31

Filed2026-05-11

FTSM

FIRST TR EXCHANGE-TRADED FD

-2.34%

Shares331.0K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

6.30%

Shares86.6K

Event2026-03-31

Filed2026-05-11

VONG

VANGUARD SCOTTSDALE FDS

-6.88%

Shares155.2K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

1.91%

Shares695.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.71%

Shares52.0K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

305.24%

Shares139.7K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

1.96%

Shares17.4K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

27.26%

Shares19.8K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

4.09%

Shares19.6K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

2.26%

Shares19.6K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

6.42%

Shares31.9K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

0.98%

Shares21.3K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-4.31%

Shares88.1K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-6.97%

Shares25.4K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

0.92%

Shares28.3K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

-6.63%

Shares327.0K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

4.92%

Shares26.5K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

16.74%

Shares336.6K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-0.81%

Shares44.6K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-2.99%

Shares66.2K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

7.41%

Shares41.3K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

-71.51%

Shares188.8K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-0.55%

Shares71.2K

Event2026-03-31

Filed2026-05-11

CMCSA

COMCAST CORP NEW

0.39%

Shares360.1K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

-0.61%

Shares10.1K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

0.90%

Shares64.4K

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

-0.44%

Shares10.0K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

-2.38%

Shares16.5K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

5.69%

Shares258.6K

Event2026-03-31

Filed2026-05-11

PLD

PROLOGIS INC.

0.70%

Shares54.2K

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

-0.29%

Shares47.8K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-4.24%

Shares43.5K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-1.67%

Shares40.4K

Event2026-03-31

Filed2026-05-11

VISA INC

-3.77%

Shares22.9K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

651.36%

Shares83.1K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

0.74%

Shares6.6K

Event2026-03-31

Filed2026-05-11

XMTR

XOMETRY INC

-1.18%

Shares78.1K

Event2026-03-31

Filed2026-05-11

CAPR

CAPRICOR THERAPEUTICS INC

0.56%

Shares204.8K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

1.00%

Shares70.3K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-0.65%

Shares29.4K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

15.39%

Shares8.1K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

1.10%

Shares53.1K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

147.03%

Shares69.8K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

-0.65%

Shares12.5K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

1.52%

Shares61.7K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

5.82%

Shares73.1K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-2.41%

Shares66.1K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

2.10%

Shares33.5K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

2.62%

Shares17.4K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

0.94%

Shares53.4K

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-2.72%

Shares28.2K

Event2026-03-31

Filed2026-05-11

MTB

M & T BK CORP

-5.55%

Shares23.7K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

-3.59%

Shares36.4K

Event2026-03-31

Filed2026-05-11

AT&T INC

-8.41%

Shares199.1K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

2.26%

Shares4.7K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

8.51%

Shares21.3K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-2.95%

Shares102.4K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC

2.36%

Shares21.9K

Event2026-03-31

Filed2026-05-11

SEIC

SEI INVTS CO

0.15%

Shares51.8K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

0.35%

Shares14.8K

Event2026-03-31

Filed2026-05-11

DBEF

DBX ETF TR

0.00%

Shares87.4K

Event2026-03-31

Filed2026-05-11

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares124.8K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-1.27%

Shares15.2K

Event2026-03-31

Filed2026-05-11

SCHC

SCHWAB STRATEGIC TR

-0.39%

Shares81.0K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

0.25%

Shares24.2K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

4.94%

Shares159.2K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

-11.53%

Shares31.0K

Event2026-03-31

Filed2026-05-11

SMH

VANECK ETF TRUST

-0.07%

Shares7.2K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-1.65%

Shares20.1K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-1.17%

Shares43.4K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

2.19%

Shares20.6K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

1.75%

Shares4.2K

Event2026-03-31

Filed2026-05-11

DWM

WISDOMTREE TR

-2.44%

Shares52.7K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

4.73%

Shares27.1K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-1.71%

Shares17.5K

Event2026-03-31

Filed2026-05-11

IWS

ISHARES TR

8.63%

Shares24.1K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

3.78%

Shares110.9K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

-6.56%

Shares3.4K

Event2026-03-31

Filed2026-05-11

VIOO

VANGUARD ADMIRAL FDS INC

-0.08%

Shares28.4K

Event2026-03-31

Filed2026-05-11

VST

VISTRA CORP

-16.98%

Shares24.0K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

3.10%

Shares35.1K

Event2026-03-31

Filed2026-05-11

ZION

ZIONS BANCORPORATION NATL AS

-9.63%

Shares55.9K

Event2026-03-31

Filed2026-05-11

ERIE

ERIE INDTY CO

-0.47%

Shares16.1K

Event2026-03-31

Filed2026-05-11

BUFR

FIRST TR EXCHNG TRADED FD VI

7.51%

Shares96.2K

Event2026-03-31

Filed2026-05-11

TPYP

TORTOISE CAPITAL SERIES TRUS

-1.07%

Shares79.9K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

-6.70%

Shares7.1K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-0.18%

Shares6.7K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

3.03%

Shares10.4K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-10.10%

Shares8.6K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

-0.31%

Shares21.1K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

0.42%

Shares59.7K

Event2026-03-31

Filed2026-05-11

CENCORA INC

-8.89%

Shares12.2K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

14.10%

Shares92.9K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-1.49%

Shares9.5K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

8.45%

Shares25.0K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

-3.58%

Shares29.4K

Event2026-03-31

Filed2026-05-11

DEERE & CO

-0.19%

Shares5.3K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-3.03%

Shares22.4K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-4.55%

Shares13.1K

Event2026-03-31

Filed2026-05-11

ROST

ROSS STORES INC

-2.74%

Shares13.1K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

0.84%

Shares57.3K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.85%

Shares7.1K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-0.85%

Shares47.5K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

-5.85%

Shares50.4K

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

-4.76%

Shares25.8K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

-8.37%

Shares16.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

8.93%

Shares36.9K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-4.36%

Shares6.2K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

-20.74%

Shares3.9K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

7.64%

Shares27.4K

Event2026-03-31

Filed2026-05-11

TGT

TARGET CORP

-6.96%

Shares21.2K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

5.89%

Shares13.0K

Event2026-03-31

Filed2026-05-11

CVY

INVESCO EXCHANGE TRADED FD T

-11.62%

Shares89.8K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

0.90%

Shares7.4K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

5.85%

Shares8.9K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

3.63%

Shares5.8K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

1.91%

Shares9.2K

Event2026-03-31

Filed2026-05-11

CATH

GLOBAL X FDS

10.89%

Shares26.5K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

2.78%

Shares39.8K

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORP

-5.41%

Shares1.2K

Event2026-03-31

Filed2026-05-11

CVS

CVS HEALTH CORP

-5.46%

Shares23.6K

Event2026-03-31

Filed2026-05-11

PGX

INVESCO EXCH TRADED FD TR II

-7.74%

Shares188.2K

Event2026-03-31

Filed2026-05-11

ASTS

AST SPACEMOBILE INC

35.78%

Shares28.0K

Event2026-03-31

Filed2026-05-11

BOEING CO

2.24%

Shares8.8K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

-10.83%

Shares23.2K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

2.82%

Shares4.9K

Event2026-03-31

Filed2026-05-11

IWN

ISHARES TR

13.85%

Shares9.6K

Event2026-03-31

Filed2026-05-11

CIBR

FIRST TR EXCHANGE-TRADED FD

-0.37%

Shares26.8K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

3.82%

Shares8.9K

Event2026-03-31

Filed2026-05-11

GWW

WW GRAINGER INC

-1.15%

Shares1.5K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

6.76%

Shares28.0K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

16.59%

Shares12.1K

Event2026-03-31

Filed2026-05-11

MEDP

MEDPACE HLDGS INC

-10.61%

Shares4.4K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

3.97%

Shares12.1K

Event2026-03-31

Filed2026-05-11

BROADRIDGE FINL SOLUTIONS IN

-7.36%

Shares12.4K

Event2026-03-31

Filed2026-05-11

XOP

SPDR SERIES TRUST

-13.92%

Shares11.1K

Event2026-03-31

Filed2026-05-11

ISRG

INTUITIVE SURGICAL INC

1.24%

Shares4.0K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

2.84%

Shares9.4K

Event2026-03-31

Filed2026-05-11

FITB

FIFTH THIRD BANCORP

-2.18%

Shares36.5K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

-3.95%

Shares15.7K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY HLDNGS PL

7.38%

Shares2.3K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

2.09%

Shares23.6K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

0.17%

Shares16.8K

Event2026-03-31

Filed2026-05-11

NFG

NATIONAL FUEL GAS CO

4.15%

Shares22.2K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-0.37%

Shares17.7K

Event2026-03-31

Filed2026-05-11

CWST

CASELLA WASTE SYS INC

-0.26%

Shares20.5K

Event2026-03-31

Filed2026-05-11

AVY

AVERY DENNISON CORP

-10.74%

Shares10.5K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

2.07%

Shares8.0K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

13.29%

Shares1.1K

Event2026-03-31

Filed2026-05-11

OLLI

OLLIES BARGAIN OUTLET HLDGS

-11.74%

Shares20.4K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

4.81%

Shares13.1K

Event2026-03-31

Filed2026-05-11

MET

METLIFE INC

-3.91%

Shares21.1K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

13.68%

Shares29.4K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

7.15%

Shares5.5K

Event2026-03-31

Filed2026-05-11

NSC

NORFOLK SOUTHN CORP

2.56%

Shares5.2K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

4.55%

Shares4.0K

Event2026-03-31

Filed2026-05-11

CAMT

CAMTEK LTD

-3.02%

Shares7.8K

Event2026-03-31

Filed2026-05-11

MMC

MARSH & MCLENNAN COS INC

-13.10%

Shares9.8K

Event2026-03-31

Filed2026-05-11

NVR

NVR INC

0.38%

Shares267

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

0.65%

Shares23.5K

Event2026-03-31

Filed2026-05-11

KVUE

KENVUE INC

-12.78%

Shares90.1K

Event2026-03-31

Filed2026-05-11

ROK

ROCKWELL AUTOMATION INC

-6.27%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CELESTICA INC

6.23%

Shares4.1K

Event2026-03-31

Filed2026-05-11

AGNC

AGNC INVT CORP

0.93%

Shares138.8K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

35.94%

Shares7.1K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

-6.23%

Shares17.3K

Event2026-03-31

Filed2026-05-11

ORI

OLD REP INTL CORP

0.07%

Shares36.6K

Event2026-03-31

Filed2026-05-11

SHEL

SHELL PLC

1.90%

Shares17.0K

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

4.45%

Shares31.8K

Event2026-03-31

Filed2026-05-11

XMAR

FIRST TR EXCHNG TRADED FD VI

1.43%

Shares33.6K

Event2026-03-31

Filed2026-05-11

KKR & CO INC

-0.20%

Shares13.8K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares32.8K

Event2026-03-31

Filed2026-05-11

LSBK

LAKE SHORE BANCORP INC

0.06%

Shares88.1K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

3.74%

Shares7.9K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

-9.63%

Shares11.1K

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

2.60%

Shares7.4K

Event2026-03-31

Filed2026-05-11

STT

STATE STR CORP

-1.30%

Shares9.2K

Event2026-03-31

Filed2026-05-11

EFAV

ISHARES TR

-11.38%

Shares14.9K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

1.42%

Shares9.4K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

11.66%

Shares6.2K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

113.09%

Shares9.4K

Event2026-03-31

Filed2026-05-11

SLF

SUN LIFE FINANCIAL INC.

0.30%

Shares18.3K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

-0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-11

TRV

TRAVELERS COMPANIES INC

1.35%

Shares4.2K

Event2026-03-31

Filed2026-05-11

THFF

FIRST FINANCIAL CORPORATION

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-11

SOUTHSTATE BK CORP

-0.76%

Shares13.0K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

4.86%

Shares6.4K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

18.62%

Shares6.8K

Event2026-03-31

Filed2026-05-11

MAR

MARRIOTT INTL INC NEW

3.10%

Shares3.4K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PLC

-0.92%

Shares2.6K

Event2026-03-31

Filed2026-05-11

MDLZ

MONDELEZ INTL INC

9.01%

Shares19.4K

Event2026-03-31

Filed2026-05-11

IWO

ISHARES TR

-4.69%

Shares3.2K

Event2026-03-31

Filed2026-05-11

STZ

CONSTELLATION BRANDS INC

-2.96%

Shares7.9K

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP

9.51%

Shares3.8K

Event2026-03-31

Filed2026-05-11

QAI

NEW YORK LIFE INVESTMENTS ET

-41.25%

Shares32.3K

Event2026-03-31

Filed2026-05-11

VSGX

VANGUARD WORLD FD

6.97%

Shares14.4K

Event2026-03-31

Filed2026-05-11

EXC

EXELON CORP

-6.71%

Shares26.5K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

2.33%

Shares14.0K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

10.18%

Shares4.0K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELEC PWR CO INC

-15.89%

Shares8.8K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

140.66%

Shares13.7K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

-22.86%

Shares5.3K

Event2026-03-31

Filed2026-05-11

ARKK

ARK ETF TR

-1.08%

Shares14.4K

Event2026-03-31

Filed2026-05-11

CWI

SPDR INDEX SHS FDS

-0.73%

Shares28.0K

Event2026-03-31

Filed2026-05-11

APD

AIR PRODUCTS AND CHEMICALS I

1.59%

Shares3.8K

Event2026-03-31

Filed2026-05-11

PPL

PPL CORP

1.86%

Shares30.8K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO

1.17%

Shares3.5K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT

3.06%

Shares2.8K

Event2026-03-31

Filed2026-05-11

ESGV

VANGUARD WORLD FD

0.44%

Shares8.4K

Event2026-03-31

Filed2026-05-11

FTNT

FORTINET INC

2.75%

Shares9.3K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

4.79%

Shares8.2K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

8.95%

Shares14.0K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

-2.44%

Shares4.3K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

11.66%

Shares11.1K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

4.92%

Shares20.3K

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

-15.90%

Shares2.1K

Event2026-03-31

Filed2026-05-11

NUE

NUCOR CORP

2.77%

Shares4.4K

Event2026-03-31

Filed2026-05-11

DIVO

AMPLIFY ETF TR

0.33%

Shares21.8K

Event2026-03-31

Filed2026-05-11

VTEI

VANGUARD MUN BD FDS

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-11

LINDE PLC

16.16%

Shares2.0K

Event2026-03-31

Filed2026-05-11

DES

WISDOMTREE TR

-6.31%

Shares25.3K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

0.91%

Shares6.8K

Event2026-03-31

Filed2026-05-11

CARR

CARRIER GLOBAL CORPORATION

2.78%

Shares14.5K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP

-1.34%

Shares15.6K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO

3.71%

Shares11.0K

Event2026-03-31

Filed2026-05-11

JEPQ

J P MORGAN EXCHANGE TRADED F

-43.18%

Shares16.2K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

-0.33%

Shares12.9K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP

2.57%

Shares2.5K

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

20.92%

Shares2.8K

Event2026-03-31

Filed2026-05-11

MEDTRONIC PLC

-0.24%

Shares12.4K

Event2026-03-31

Filed2026-05-11

MCHP

MICROCHIP TECHNOLOGY INC.

-13.28%

Shares9.4K

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

38.45%

Shares6.4K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

2.29%

Shares1.6K

Event2026-03-31

Filed2026-05-11

CCJ

CAMECO CORP

0.66%

Shares7.7K

Event2026-03-31

Filed2026-05-11

AME

AMETEK INC

8.74%

Shares3.8K

Event2026-03-31

Filed2026-05-11

AFL

AFLAC INC

1.52%

Shares7.8K

Event2026-03-31

Filed2026-05-11

VLO

VALERO ENERGY CORP

-3.17%

Shares3.7K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

-15.34%

Shares15.9K

Event2026-03-31

Filed2026-05-11

MCK

MCKESSON CORP

0.59%

Shares1.2K

Event2026-03-31

Filed2026-05-11

HLT

HILTON WORLDWIDE HLDGS INC

-0.94%

Shares2.7K

Event2026-03-31

Filed2026-05-11

NXPI

NXP SEMICONDUCTORS N V

-0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-11

IWY

ISHARES TR

3.60%

Shares2.9K

Event2026-03-31

Filed2026-05-11

FLEX

FLEXTRONICS INTL LTD

3.80%

Shares6.0K

Event2026-03-31

Filed2026-05-11

DWX

SPDR INDEX SHS FDS

-0.18%

Shares18.1K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

22.80%

Shares9.5K

Event2026-03-31

Filed2026-05-11

CEFA

GLOBAL X FDS

3.31%

Shares21.2K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC

3.34%

Shares4.9K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

3.91%

Shares9.1K

Event2026-03-31

Filed2026-05-11

SKYY

FIRST TR EXCHANGE-TRADED FD

-10.26%

Shares6.3K

Event2026-03-31

Filed2026-05-11

HYG

ISHARES TR

-8.07%

Shares10.2K

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

4.66%

Shares2.6K

Event2026-03-31

Filed2026-05-11

COHERENT CORP

5.04%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR

-8.81%

Shares19.2K

Event2026-03-31

Filed2026-05-11

RJF

RAYMOND JAMES FINL INC

1.07%

Shares5.3K

Event2026-03-31

Filed2026-05-11

DELL

DELL TECHNOLOGIES INC

-10.64%

Shares3.1K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

10.34%

Shares3.7K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

-8.63%

Shares11.1K

Event2026-03-31

Filed2026-05-11

SYY

SYSCO CORP

-9.95%

Shares11.0K

Event2026-03-31

Filed2026-05-11

XBI

SPDR SERIES TRUST

-0.89%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SLB

SLB LIMITED

2.40%

Shares14.7K

Event2026-03-31

Filed2026-05-11

DOMINION ENERGY INC

-7.11%

Shares12.6K

Event2026-03-31

Filed2026-05-11

LNT

ALLIANT ENERGY CORP

-0.06%

Shares10.9K

Event2026-03-31

Filed2026-05-11

CSX

CSX CORP

5.29%

Shares17.3K

Event2026-03-31

Filed2026-05-11

KMB

KIMBERLY-CLARK CORP

22.91%

Shares7.8K

Event2026-03-31

Filed2026-05-11

VIGI

VANGUARD WHITEHALL FDS

0.61%

Shares8.3K

Event2026-03-31

Filed2026-05-11

BOND

PIMCO ETF TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

-1.08%

Shares16.8K

Event2026-03-31

Filed2026-05-11

FDN

FIRST TR EXCHANGE-TRADED FD

-0.11%

Shares2.9K

Event2026-03-31

Filed2026-05-11

NVO

NOVO-NORDISK A S

15.03%

Shares16.5K

Event2026-03-31

Filed2026-05-11

SPMD

SPDR SERIES TRUST

-0.50%

Shares11.6K

Event2026-03-31

Filed2026-05-11

RIO

RIO TINTO PLC

3.53%

Shares7.1K

Event2026-03-31

Filed2026-05-11

SBUX

STARBUCKS CORP

-4.13%

Shares7.1K

Event2026-03-31

Filed2026-05-11

PRU

PRUDENTIAL FINL INC

-4.18%

Shares7.3K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

PEG

PUBLIC SVC ENTERPRISE GROUP

-13.28%

Shares9.5K

Event2026-03-31

Filed2026-05-11

MSA

MSA SAFETY INC

0.40%

Shares4.3K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

4.41%

Shares2.8K

Event2026-03-31

Filed2026-05-11

FCX

FREEPORT MCMORAN INC

10.34%

Shares11.7K

Event2026-03-31

Filed2026-05-11

EFC

ELLINGTON FINANCIAL INC

-0.07%

Shares53.1K

Event2026-03-31

Filed2026-05-11

UTG

REAVES UTIL INCOME FD

19.91%

Shares16.9K

Event2026-03-31

Filed2026-05-11

ENB

ENBRIDGE INC

2.12%

Shares13.3K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

16.04%

Shares8.3K

Event2026-03-31

Filed2026-05-11

MNST

MONSTER BEVERAGE CORP NEW

2.60%

Shares8.2K

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

2.73%

Shares29.1K

Event2026-03-31

Filed2026-05-11

SCCO

SOUTHERN COPPER CORP

-0.08%

Shares3.8K

Event2026-03-31

Filed2026-05-11

ISHARES TR

-0.71%

Shares8.8K

Event2026-03-31

Filed2026-05-11

AIQ

GLOBAL X FDS

New

Shares11.0K

Event2026-03-31

Filed2026-05-11

SCI

SERVICE CORP INTL

-7.47%

Shares8.8K

Event2026-03-31

Filed2026-05-11

ETR

ENTERGY CORP NEW

-10.66%

Shares6.1K

Event2026-03-31

Filed2026-05-11

DLN

WISDOMTREE TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

2.64%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

13.34%

Shares1.3K

Event2026-03-31

Filed2026-05-11

UPGD

INVESCO EXCHANGE TRADED FD T

-0.13%

Shares8.6K

Event2026-03-31

Filed2026-05-11

GOVT

ISHARES TR

21.22%

Shares29.4K

Event2026-03-31

Filed2026-05-11

NVS

NOVARTIS AG

4.47%

Shares4.6K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

-1.63%

Shares9.1K

Event2026-03-31

Filed2026-05-11

PDO

PIMCO DYNAMIC INCOME OPRNTS

138.10%

Shares50.0K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

2384.28%

Shares4.0K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

-0.10%

Shares17.4K

Event2026-03-31

Filed2026-05-11

FVD

FIRST TR EXCHANGE-TRADED FD

8.01%

Shares13.7K

Event2026-03-31

Filed2026-05-11

FIVA

FIDELITY COVINGTON TRUST

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-11

DGRW

WISDOMTREE TR

3.78%

Shares6.7K

Event2026-03-31

Filed2026-05-11

MPLX

MPLX LP

-0.73%

Shares11.8K

Event2026-03-31

Filed2026-05-11

VHT

VANGUARD WORLD FD

10.50%

Shares2.4K

Event2026-03-31

Filed2026-05-11

DFAT

DIMENSIONAL ETF TRUST

-0.31%

Shares9.4K

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC

7.73%

Shares7.8K

Event2026-03-31

Filed2026-05-11

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-11

EWJ

ISHARES INC

20.30%

Shares6.8K

Event2026-03-31

Filed2026-05-11

ADSK

AUTODESK INC

-1.21%

Shares2.5K

Event2026-03-31

Filed2026-05-11

FMNB

FARMERS NATIONAL BANC CORP

2.75%

Shares43.2K

Event2026-03-31

Filed2026-05-11

SPG

SIMON PPTY GROUP INC NEW

5.21%

Shares3.0K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

678.19%

Shares5.4K

Event2026-03-31

Filed2026-05-11

COKE

COCA COLA CONS INC

0.55%

Shares3.5K

Event2026-03-31

Filed2026-05-11

ACWI

ISHARES TR

13.12%

Shares3.9K

Event2026-03-31

Filed2026-05-11

IGV

ISHARES TR

22.44%

Shares6.6K

Event2026-03-31

Filed2026-05-11

ANNALY CAPITAL MANAGEMENT IN

8.15%

Shares26.7K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

1.37%

Shares885

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

0.20%

Shares4.0K

Event2026-03-31

Filed2026-05-11

MFC

MANULIFE FINL CORP

1.83%

Shares14.6K

Event2026-03-31

Filed2026-05-11

NATIONAL GRID PLC

-3.38%

Shares6.7K

Event2026-03-31

Filed2026-05-11

VERSANT MEDIA GROUP INC

-1.32%

Shares14.2K

Event2026-03-31

Filed2026-05-11

APP

APPLOVIN CORP

23.95%

Shares1.2K

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP

-5.66%

Shares3.6K

Event2026-03-31

Filed2026-05-11

UTF

COHEN & STEERS INFRASTRUCTUR

New

Shares21.3K

Event2026-03-31

Filed2026-05-11

BLACKSTONE INC

-9.97%

Shares4.6K

Event2026-03-31

Filed2026-05-11

ADBE

ADOBE INC

-12.25%

Shares2.2K

Event2026-03-31

Filed2026-05-11

RCL

ROYAL CARIBBEAN GROUP

9.44%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CAAP

CORPORACION AMER ARPTS S A

1.02%

Shares22.2K

Event2026-03-31

Filed2026-05-11

TSEM

TOWER SEMICONDUCTOR LTD

-0.60%

Shares2.6K

Event2026-03-31

Filed2026-05-11

WEC ENERGY GROUP INC

-18.31%

Shares4.9K

Event2026-03-31

Filed2026-05-11

PHYS

SPROTT ASSET MANAGEMENT LP

-31.29%

Shares15.3K

Event2026-03-31

Filed2026-05-11

ORLY

OREILLY AUTOMOTIVE INC

7.83%

Shares5.9K

Event2026-03-31

Filed2026-05-11

WRB

BERKLEY W R CORP

-2.05%

Shares8.3K

Event2026-03-31

Filed2026-05-11

BME

BLACKROCK HEALTH SCIENCES TR

6.09%

Shares14.0K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

-18.15%

Shares7.4K

Event2026-03-31

Filed2026-05-11

SUPER MICRO COMPUTER INC

15.87%

Shares15.3K

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

18.03%

Shares4.9K

Event2026-03-31

Filed2026-05-11

GPN

GLOBAL PMTS INC

-14.17%

Shares7.6K

Event2026-03-31

Filed2026-05-11

REGIONS FINANCIAL CORP NEW

-7.18%

Shares19.0K

Event2026-03-31

Filed2026-05-11

FNB

F N B CORP

0.39%

Shares29.3K

Event2026-03-31

Filed2026-05-11

URI

UNITED RENTALS INC

13.65%

Shares558

Event2026-03-31

Filed2026-05-11

THQ

ABRDN HEALTHCARE OPPORTUNITI

3.28%

Shares28.0K

Event2026-03-31

Filed2026-05-11

NWBI

NORTHWEST BANCSHARES INC

23.90%

Shares36.8K

Event2026-03-31

Filed2026-05-11

SNPS

SYNOPSYS INC

-1.53%

Shares966

Event2026-03-31

Filed2026-05-11

COF

CAPITAL ONE FINL CORP

-1.39%

Shares2.6K

Event2026-03-31

Filed2026-05-11

BABA

ALIBABA GROUP HLDG LTD

-9.65%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CTAS

CINTAS CORP

-3.94%

Shares3.0K

Event2026-03-31

Filed2026-05-11

GBTC

GRAYSCALE BITCOIN TRUST ETF

-8.08%

Shares7.9K

Event2026-03-31

Filed2026-05-11

EBAY

EBAY INC.

6.31%

Shares4.5K

Event2026-03-31

Filed2026-05-11

EME

EMCOR GROUP INC

7.49%

Shares531

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

275.21%

Shares6.3K

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO

0.42%

Shares2.6K

Event2026-03-31

Filed2026-05-11

IDVO

AMPLIFY ETF TR

9.23%

Shares11.3K

Event2026-03-31

Filed2026-05-11

BP PLC

15.73%

Shares11.1K

Event2026-03-31

Filed2026-05-11

BDX

BECTON DICKINSON & CO

8.28%

Shares3.2K

Event2026-03-31

Filed2026-05-11

SONY

SONY GROUP CORP

-4.21%

Shares23.6K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11

NBTB

NBT BANCORP INC

-2.41%

Shares10.3K

Event2026-03-31

Filed2026-05-11

TIGO

MILLICOM INTL CELLULAR S A

-1.12%

Shares5.8K

Event2026-03-31

Filed2026-05-11

TFI

SPDR SERIES TRUST

-94.95%

Shares10.3K

Event2026-03-31

Filed2026-05-11

TXT

TEXTRON INC

1.05%

Shares5.1K

Event2026-03-31

Filed2026-05-11

DAL

DELTA AIR LINES INC

5.21%

Shares6.3K

Event2026-03-31

Filed2026-05-11

NISOURCE INC

1.38%

Shares9.9K

Event2026-03-31

Filed2026-05-11

TOTALENERGIES SE

-8.73%

Shares5.2K

Event2026-03-31

Filed2026-05-11

TFC

TRUIST FINL CORP

-23.17%

Shares9.4K

Event2026-03-31

Filed2026-05-11

AOS

SMITH A O CORP

3.43%

Shares7.8K

Event2026-03-31

Filed2026-05-11

SNPE

DBX ETF TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-11

SCHH

SCHWAB STRATEGIC TR

12.44%

Shares19.3K

Event2026-03-31

Filed2026-05-11

SIXG

ETF SER SOLUTIONS

New

Shares4.9K

Event2026-03-31

Filed2026-05-11

BSX

BOSTON SCIENTIFIC CORP

6.81%

Shares8.3K

Event2026-03-31

Filed2026-05-11

CMG

CHIPOTLE MEXICAN GRILL INC

-6.08%

Shares13.7K

Event2026-03-31

Filed2026-05-11

JCI

JOHNSON CONTROLS INTERNATION

8.84%

Shares3.2K

Event2026-03-31

Filed2026-05-11

WTRG

ESSENTIAL UTILS INC

37.48%

Shares11.8K

Event2026-03-31

Filed2026-05-11

NOW

SERVICENOW INC

-39.16%

Shares4.8K

Event2026-03-31

Filed2026-05-11

SLYV

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

DIAL

COLUMBIA ETF TR I

0.00%

Shares23.7K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC

9.68%

Shares578

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.70%

Shares1.5K

Event2026-03-31

Filed2026-05-11

AZO

AUTOZONE INC

-21.29%

Shares122

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

0.44%

Shares1.8K

Event2026-03-31

Filed2026-05-11

OXY

OCCIDENTAL PETE CORP

0.54%

Shares8.0K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC NEW

6.04%

Shares5.0K

Event2026-03-31

Filed2026-05-11

SAP

SAP SE

-2.30%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IBKR

INTERACTIVE BROKERS GROUP IN

27.82%

Shares4.9K

Event2026-03-31

Filed2026-05-11

FORD MTR CO

-6.88%

Shares33.8K

Event2026-03-31

Filed2026-05-11

DHR

DANAHER CORP DEL

-8.44%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IYW

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

AMT

AMERICAN TOWER CORP

15.88%

Shares2.3K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

New

Shares8.5K

Event2026-03-31

Filed2026-05-11

ETV

EATON VANCE TAX-MANAGED BUY-

4.11%

Shares27.8K

Event2026-03-31

Filed2026-05-11

MTBA

SIMPLIFY EXCHANGE TRADED FUN

1.47%

Shares8.2K

Event2026-03-31

Filed2026-05-11

YUM

YUM BRANDS INC

1.25%

Shares2.7K

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC

2.13%

Shares1.4K

Event2026-03-31

Filed2026-05-11

FIRSTENERGY CORP

-21.40%

Shares9.1K

Event2026-03-31

Filed2026-05-11

AMP

AMERIPRISE FINL INC

1.64%

Shares868

Event2026-03-31

Filed2026-05-11

HDV

ISHARES TR

380.69%

Shares15.1K

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP

New

Shares824

Event2026-03-31

Filed2026-05-11

HIG

HARTFORD INSURANCE GROUP INC

2.80%

Shares3.0K

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO

4.07%

Shares8.8K

Event2026-03-31

Filed2026-05-11

FJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC DEL

24.92%

Shares12.3K

Event2026-03-31

Filed2026-05-11

WSBC

WESBANCO INC

0.83%

Shares11.2K

Event2026-03-31

Filed2026-05-11

CDNS

CADENCE DESIGN SYSTEM INC

-6.14%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IEF

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

VRTX

VERTEX PHARMACEUTICALS INC

5.63%

Shares882

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP

New

Shares242

Event2026-03-31

Filed2026-05-11

THE CIGNA GROUP

15.19%

Shares1.3K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON CORP

8.20%

Shares2.9K

Event2026-03-31

Filed2026-05-11

CBFV

CB FINL SVCS INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-11

IWV

ISHARES TR

-17.25%

Shares897

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP

3.35%

Shares1.8K

Event2026-03-31

Filed2026-05-11

GEHC

GE HEALTHCARE TECHNOLOGIES I

1.49%

Shares5.9K

Event2026-03-31

Filed2026-05-11

CFG

CITIZENS FINL GROUP INC

-4.78%

Shares5.8K

Event2026-03-31

Filed2026-05-11

TROX

TRONOX HOLDINGS PLC

-6.05%

Shares42.0K

Event2026-03-31

Filed2026-05-11

DDOG

DATADOG INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-11

FISERV INC

20.74%

Shares6.6K

Event2026-03-31

Filed2026-05-11

TER

TERADYNE INC

37.95%

Shares1.0K

Event2026-03-31

Filed2026-05-11

DOW

DOW HLDGS INC

-0.29%

Shares9.7K

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER L P

5.97%

Shares18.6K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

3.38%

Shares1.4K

Event2026-03-31

Filed2026-05-11

APOLLO GLOBAL MGMT INC

2.18%

Shares2.7K

Event2026-03-31

Filed2026-05-11

UNILEVER PLC

11.16%

Shares6.0K

Event2026-03-31

Filed2026-05-11

LHX

L3HARRIS TECHNOLOGIES INC

-1.02%

Shares1.2K

Event2026-03-31

Filed2026-05-11

BUFZ

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-11

CPRX

CATALYST PHARMACEUTICALS INC

0.18%

Shares11.2K

Event2026-03-31

Filed2026-05-11

GENERAL MTRS CO

6.20%

Shares4.4K

Event2026-03-31

Filed2026-05-11

PFG

PRINCIPAL FINANCIAL GROUP IN

28.58%

Shares3.5K

Event2026-03-31

Filed2026-05-11

ON SEMICONDUCTOR CORP

4.71%

Shares3.4K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

10.95%

Shares13.0K

Event2026-03-31

Filed2026-05-11

VFH

VANGUARD WORLD FD

9.90%

Shares2.7K

Event2026-03-31

Filed2026-05-11

AJG

GALLAGHER ARTHUR J & CO

12.83%

Shares1.7K

Event2026-03-31

Filed2026-05-11

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-11

AAON

AAON INC

-1.57%

Shares2.5K

Event2026-03-31

Filed2026-05-11

HBAN

HUNTINGTON BANCSHARES INC

-6.27%

Shares21.1K

Event2026-03-31

Filed2026-05-11

VFLO

VICTORY PORTFOLIOS II

New

Shares7.8K

Event2026-03-31

Filed2026-05-11

FTXL

FIRST TR EXCHANGE TRADED FD

2.78%

Shares1.4K

Event2026-03-31

Filed2026-05-11

CASY

CASEYS GEN STORES INC

5.07%

Shares394

Event2026-03-31

Filed2026-05-11

FAUG

FIRST TR EXCHNG TRADED FD VI

-1.71%

Shares6.1K

Event2026-03-31

Filed2026-05-11

WAB

WABTEC

4.71%

Shares1.3K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

2.53%

Shares1.2K

Event2026-03-31

Filed2026-05-11

QNITY ELECTRONICS INC

-1.30%

Shares2.3K

Event2026-03-31

Filed2026-05-11

IJK

ISHARES TR

-41.85%

Shares3.0K

Event2026-03-31

Filed2026-05-11

VDC

VANGUARD WORLD FD

27.29%

Shares1.4K

Event2026-03-31

Filed2026-05-11

IYG

ISHARES TR

-0.29%

Shares3.8K

Event2026-03-31

Filed2026-05-11

BUFQ

FIRST TR EXCHNG TRADED FD VI

1.49%

Shares8.5K

Event2026-03-31

Filed2026-05-11

MUA

BLACKROCK MUNIASSETS FD INC

New

Shares30.6K

Event2026-03-31

Filed2026-05-11

TORONTO DOMINION BK ONT

4.65%

Shares3.0K

Event2026-03-31

Filed2026-05-11

ARTY

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-11

OKLO

OKLO INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-11

LNG

CHENIERE ENERGY INC

9.70%

Shares1.3K

Event2026-03-31

Filed2026-05-11

XJUN

FIRST TR EXCHNG TRADED FD VI

-7.88%

Shares7.3K

Event2026-03-31

Filed2026-05-11

IVES

WEDBUSH SER TR

10.50%

Shares8.8K

Event2026-03-31

Filed2026-05-11

CAH

CARDINAL HEALTH INC

0.75%

Shares1.7K

Event2026-03-31

Filed2026-05-11

DGX

QUEST DIAGNOSTICS INC

-7.55%

Shares1.7K

Event2026-03-31

Filed2026-05-11

DUPONT DE NEMOURS INC

-2.88%

Shares6.4K

Event2026-03-31

Filed2026-05-11

TROW

PRICE T ROWE GROUP INC

1.92%

Shares3.0K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

2.95%

Shares2.6K

Event2026-03-31

Filed2026-05-11

GSK PLC

-8.58%

Shares6.2K

Event2026-03-31

Filed2026-05-11

NOBL

PROSHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-11

RVT

ROYCE SMALL CAP TRUST INC

1.49%

Shares16.6K

Event2026-03-31

Filed2026-05-11

STERIS PLC

-17.07%

Shares1.5K

Event2026-03-31

Filed2026-05-11

OTIS

OTIS WORLDWIDE CORP

-3.69%

Shares4.1K

Event2026-03-31

Filed2026-05-11

HUBBELL INC

3.84%

Shares622

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-11

STLD

STEEL DYNAMICS INC

2.72%

Shares1.3K

Event2026-03-31

Filed2026-05-11

FYX

FIRST TR EXCHANGE-TRADED ALP

-0.13%

Shares2.2K

Event2026-03-31

Filed2026-05-11

WAT

WATERS CORP

New

Shares838

Event2026-03-31

Filed2026-05-11

DKS

DICKS SPORTING GOODS INC

3.38%

Shares1.3K

Event2026-03-31

Filed2026-05-11

GNRC

GENERAC HLDGS INC

-19.09%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IBB

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

IRM

IRON MTN INC DEL

New

Shares2.3K

Event2026-03-31

Filed2026-05-11

HSBC

HSBC HLDGS PLC

14.69%

Shares3.2K

Event2026-03-31

Filed2026-05-11

EVERSOURCE ENERGY

-17.56%

Shares4.4K

Event2026-03-31

Filed2026-05-11

NLR

VANECK ETF TRUST

0.05%

Shares2.1K

Event2026-03-31

Filed2026-05-11

XYL

XYLEM INC

15.82%

Shares2.5K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

MSFT Call CallMICROSOFT CORP500 sharesnew addition2026-03-312026-05-11

STM Call CallSTMICROELECTRONICS N V3.0K sharesnew addition2026-03-312026-05-11

BITMINE IMMERSION TECNOLOGIE Call CallBITMINE IMMERSION TECNOLOGIE7.2K sharesnew addition2026-03-312026-05-11

ALPHABET INC Call CallALPHABET INC400 sharesnew addition2026-03-312026-05-11

AAPL Call CallAPPLE INC500 sharesnew addition2026-03-312026-05-11

PLTR Call CallPALANTIR TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-05-11

TSLA Call CallTESLA INC300 sharesnew addition2026-03-312026-05-11

QCOM Call CallQUALCOMM INC500 sharesnew addition2026-03-312026-05-11

ROCKET LAB CORP Call CallROCKET LAB CORP500 sharesnew addition2026-03-312026-05-11

NVDA Call CallNVIDIA CORPORATION200 sharesnew addition2026-03-312026-05-11

ASTS Call CallAST SPACEMOBILE INC500 sharesnew addition2026-03-312026-05-11

GLW Call CallCORNING INC200 sharesnew addition2026-03-312026-05-11

GIS Call CallGENERAL MILLS INC1.0K sharesnew addition2026-03-312026-05-11

ON Call CallON SEMICONDUCTOR CORP200 sharesnew addition2026-03-312026-05-11

MSFT Call

MICROSOFT CORP

New

Shares500

Event2026-03-31

Filed2026-05-11

STM Call

STMICROELECTRONICS N V

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

BITMINE IMMERSION TECNOLOGIE Call

BITMINE IMMERSION TECNOLOGIE

New

Shares7.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC Call

ALPHABET INC

New

Shares400

Event2026-03-31

Filed2026-05-11

AAPL Call

APPLE INC

New

Shares500

Event2026-03-31

Filed2026-05-11

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

TSLA Call

TESLA INC

New

Shares300

Event2026-03-31

Filed2026-05-11

QCOM Call

QUALCOMM INC

New

Shares500

Event2026-03-31

Filed2026-05-11

ROCKET LAB CORP Call

ROCKET LAB CORP

New

Shares500

Event2026-03-31

Filed2026-05-11

NVDA Call

NVIDIA CORPORATION

New

Shares200

Event2026-03-31

Filed2026-05-11

ASTS Call

AST SPACEMOBILE INC

New

Shares500

Event2026-03-31

Filed2026-05-11

GLW Call

CORNING INC

New

Shares200

Event2026-03-31

Filed2026-05-11

GIS Call

GENERAL MILLS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

ON Call

ON SEMICONDUCTOR CORP

New

Shares200

Event2026-03-31

Filed2026-05-11

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T191.6K shares0.52%2026-03-312026-05-11

KKR & CO INC Put PutKKR & CO INC10.5K shares0.00%2026-03-312026-05-11

CAT Put PutCATERPILLAR INC400 sharesnew addition2026-03-312026-05-11

SMH Put PutVANECK ETF TRUST300 sharesnew addition2026-03-312026-05-11

NVDA Put PutNVIDIA CORPORATION400 sharesnew addition2026-03-312026-05-11

IWM Put PutISHARES TR300 sharesnew addition2026-03-312026-05-11

XLF Put PutSELECT SECTOR SPDR TR1.0K sharesnew addition2026-03-312026-05-11

ACWI Put PutISHARES TR200 sharesnew addition2026-03-312026-05-11

SPY Put

STATE STR SPDR S&P 500 ETF T

0.52%

Shares191.6K

Event2026-03-31

Filed2026-05-11

KKR & CO INC Put

KKR & CO INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-11

CAT Put

CATERPILLAR INC

New

Shares400

Event2026-03-31

Filed2026-05-11

SMH Put

VANECK ETF TRUST

New

Shares300

Event2026-03-31

Filed2026-05-11

NVDA Put

NVIDIA CORPORATION

New

Shares400

Event2026-03-31

Filed2026-05-11

IWM Put

ISHARES TR

New

Shares300

Event2026-03-31

Filed2026-05-11

XLF Put

SELECT SECTOR SPDR TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-11

ACWI Put

ISHARES TR

New

Shares200

Event2026-03-31

Filed2026-05-11