Sponsored

The Analysis of HHM Wealth Advisors, LLC's Holdings & P&L

Currently, HHM Wealth Advisors, LLC holds 875 types of securities in its portfolio with a total value $866.9M. In the most recent quarter, they have increased their positions in AVUV (+150.4K shares, valued at $16.6M), SPTS (+212.1K shares, valued at $6.2M), SCHD (+138.2K shares, valued at $4.2M); decreased their positions in CALF (-378.8K shares, valued at $17.0M), GLD (-2.2K shares, valued at $934.2K), IBIT (-13.2K shares, valued at $506.7K); initiated new positions in AVUV (+150.4K shares, valued at $16.6M), CSRE (+57.4K shares, valued at $1.5M), N/A (+6.1K shares, valued at $529.2K).

1M P&L

+29.5M+3.23%

3M P&L

+22.3M+2.42%

HY P&L

+77.8M+9.00%

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/A716.4M

84.4%

2Consumer Electronics17.5M

2.1%

3Software - Infrastructure12.2M

1.4%

Top Industries by Stock Count

1N/A283 stocks

35.1%

2Banks - Regional21 stocks

2.6%

3Software - Application20 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR5.2M shares2.75%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR5.1M shares2.16%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR3.6M shares3.22%2026-03-312026-04-17

SPMD SPDR SERIES TRUST814.4K shares4.26%2026-03-312026-04-17

SPTS SPDR SERIES TRUST1.3M shares19.35%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS304.2K shares5.32%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR1.1M shares-1.10%2026-03-312026-04-17

AAPL APPLE INC68.8K shares3.06%2026-03-312026-04-17

Sponsored

CALF PACER FDS TR380.2K shares-49.91%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR342.3K shares6.25%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR150.4K sharesnew addition2026-03-312026-04-17

FNDE SCHWAB STRATEGIC TR433.1K shares0.15%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS75.7K shares-0.18%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR483.5K shares-0.73%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR465.4K shares4.41%2026-03-312026-04-17

MSFT MICROSOFT CORP24.9K shares3.98%2026-03-312026-04-17

Sponsored

AMZN AMAZON COM INC31.5K shares-2.78%2026-03-312026-04-17

NVDA NVIDIA CORPORATION24.8K shares9.36%2026-03-312026-04-17

USMV ISHARES TR41.2K shares-1.79%2026-03-312026-04-17

ALPHABET INC ALPHABET INC12.6K shares-2.77%2026-03-312026-04-17

CAT CATERPILLAR INC5.1K shares-11.42%2026-03-312026-04-17

VUG VANGUARD INDEX FDS8.0K shares-1.64%2026-03-312026-04-17

TFI SPDR SERIES TRUST75.1K shares5.20%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO10.6K shares5.36%2026-03-312026-04-17

Sponsored

IVV ISHARES TR4.7K shares38.14%2026-03-312026-04-17

FNDA SCHWAB STRATEGIC TR93.4K shares-4.03%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP10.2K shares3.64%2026-03-312026-04-17

JPUS J P MORGAN EXCHANGE TRADED F21.8K shares-1.07%2026-03-312026-04-17

ALPHABET INC ALPHABET INC9.6K shares-4.13%2026-03-312026-04-17

FNDB SCHWAB STRATEGIC TR90.5K shares-3.13%2026-03-312026-04-17

UNM UNUM GROUP31.3K shares0.00%2026-03-312026-04-17

MSTR STRATEGY INC18.0K shares0.16%2026-03-312026-04-17

Sponsored

MOAT VANECK ETF TRUST23.0K shares0.00%2026-03-312026-04-17

HD HOME DEPOT INC6.7K shares4.83%2026-03-312026-04-17

CWI SPDR INDEX SHS FDS59.6K shares-4.34%2026-03-312026-04-17

TSLA TESLA INC5.9K shares-3.54%2026-03-312026-04-17

HCA HCA HEALTHCARE INC4.5K shares0.00%2026-03-312026-04-17

WMT WALMART INC17.0K shares-12.45%2026-03-312026-04-17

ABBV ABBVIE INC9.4K shares6.27%2026-03-312026-04-17

SFBS SERVISFIRST BANCSHARES INC27.3K shares-11.07%2026-03-312026-04-17

Sponsored

SO SOUTHERN CO20.5K shares-4.13%2026-03-312026-04-17

RSPT INVESCO EXCHANGE TRADED FD T43.5K shares-11.02%2026-03-312026-04-17

XOM EXXON MOBIL CORP11.5K shares12.94%2026-03-312026-04-17

LLY ELI LILLY & CO2.1K shares9.13%2026-03-312026-04-17

V VISA INC6.1K shares7.03%2026-03-312026-04-17

IWF ISHARES TR4.3K shares36.66%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR3.2K shares15.26%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T22.5K shares0.00%2026-03-312026-04-17

Sponsored

PG PROCTER & GAMBLE CO11.3K shares3.69%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares1.19%2026-03-312026-04-17

SGOV ISHARES TR16.0K shares-23.20%2026-03-312026-04-17

VTI VANGUARD INDEX FDS5.0K shares-0.66%2026-03-312026-04-17

WM WASTE MGMT INC DEL6.8K shares0.01%2026-03-312026-04-17

SCHH SCHWAB STRATEGIC TR72.3K shares-10.35%2026-03-312026-04-17

RF REGIONS FINANCIAL CORP NEW59.2K shares-7.79%2026-03-312026-04-17

CSRE COHEN & STEERS ETF TRUST57.4K sharesnew addition2026-03-312026-04-17

Sponsored

SCHZ SCHWAB STRATEGIC TR63.8K shares3.80%2026-03-312026-04-17

CSCO CISCO SYS INC17.9K shares-4.28%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS25.9K shares7.42%2026-03-312026-04-17

TM TOYOTA MOTOR CORP6.2K shares-13.53%2026-03-312026-04-17

NFLX NETFLIX INC.12.6K shares0.57%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.3K shares0.59%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON4.9K shares6.51%2026-03-312026-04-17

META META PLATFORMS INC2.0K shares25.59%2026-03-312026-04-17

Sponsored

SCHX SCHWAB STRATEGIC TR44.6K shares0.00%2026-03-312026-04-17

ISTB ISHARES TR22.3K shares-3.30%2026-03-312026-04-17

RWO SPDR INDEX SHS FDS23.2K shares0.54%2026-03-312026-04-17

IJH ISHARES TR15.6K shares47.54%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE3.6K shares0.61%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC2.8K shares-0.84%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR30.7K shares5.43%2026-03-312026-04-17

DXPE DXP ENTERPRISES INC6.6K shares-15.11%2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC3.4K shares1.90%2026-03-312026-04-17

KO COCA COLA CO12.0K shares-0.10%2026-03-312026-04-17

SDY SPDR SERIES TRUST6.1K shares0.41%2026-03-312026-04-17

NEE NEXTERA ENERGY INC9.4K shares6.25%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS10.7K shares-3.51%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC11.8K shares0.26%2026-03-312026-04-17

BAC BANK AMERICA CORP17.2K shares11.10%2026-03-312026-04-17

GEV GE VERNOVA INC933 shares0.21%2026-03-312026-04-17

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.2K shares2.21%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.5K shares23.62%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR23.3K shares-0.66%2026-03-312026-04-17

MLR MILLER INDS INC TENN16.8K shares0.00%2026-03-312026-04-17

SMH VANECK ETF TRUST2.0K shares0.00%2026-03-312026-04-17

MO ALTRIA GROUP INC11.4K shares-2.03%2026-03-312026-04-17

ILCG ISHARES TR7.6K shares0.00%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-17

Sponsored

CVX CHEVRON CORPORATION3.4K shares26.62%2026-03-312026-04-17

STRL STERLING INFRASTRUCTURE INC1.7K shares0.00%2026-03-312026-04-17

FEGE RBB FUND TRUST15.0K shares43.12%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC4.2K shares18.25%2026-03-312026-04-17

CMI CUMMINS INC1.3K shares-12.94%2026-03-312026-04-17

RSPH INVESCO EXCHANGE TRADED FD T23.1K shares0.00%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares4.06%2026-03-312026-04-17

ALL ALLSTATE CORP3.2K shares-7.95%2026-03-312026-04-17

Sponsored

VYM VANGUARD WHITEHALL FDS4.5K shares1.34%2026-03-312026-04-17

RTX RTX CORPORATION3.4K shares4.59%2026-03-312026-04-17

GLD SPDR GOLD TR1.5K shares-58.50%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC5.4K shares-6.25%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC4.3K shares-2.95%2026-03-312026-04-17

ORCL ORACLE CORP4.2K shares0.00%2026-03-312026-04-17

IOO ISHARES TR5.1K shares0.00%2026-03-312026-04-17

OKE ONEOK INC NEW6.8K shares-3.34%2026-03-312026-04-17

Sponsored

ABT ABBOTT LABORATORIES5.9K shares7.62%2026-03-312026-04-17

MAA MID-AMER APT CMNTYS INC4.9K shares-15.24%2026-03-312026-04-17

RGLD ROYAL GOLD INC2.3K shares-1.21%2026-03-312026-04-17

O REALTY INCOME CORP9.1K shares-4.59%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS8.5K shares-0.45%2026-03-312026-04-17

JPIN J P MORGAN EXCHANGE TRADED F7.6K shares0.00%2026-03-312026-04-17

MPC MARATHON PETE CORP2.2K shares0.05%2026-03-312026-04-17

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC6.1K sharesnew addition2026-03-312026-04-17

Sponsored

UNP UNION PAC CORP2.2K shares3.51%2026-03-312026-04-17

DIS DISNEY WALT CO5.4K shares-1.26%2026-03-312026-04-17

WFC WELLS FARGO & CO6.4K shares-7.62%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L13.0K shares0.08%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC4.2K shares-2.62%2026-03-312026-04-17

FHN FIRST HORIZON CORPORATION21.2K shares0.00%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR3.6K shares234.40%2026-03-312026-04-17

PEP PEPSICO INC3.0K shares25.28%2026-03-312026-04-17

Sponsored

NUKZ EXCHANGE TRADED CONCEPTS TRU7.2K shares59.14%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC1.2K shares2.47%2026-03-312026-04-17

LOW LOWES COS INC2.0K shares0.36%2026-03-312026-04-17

AMGN AMGEN INC1.3K shares0.31%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR5.1K shares-1.69%2026-03-312026-04-17

DAL DELTA AIR LINES INC6.7K shares0.01%2026-03-312026-04-17

VB VANGUARD INDEX FDS1.6K shares-16.28%2026-03-312026-04-17

FTNT FORTINET INC5.2K shares0.00%2026-03-312026-04-17

Sponsored

AXP AMERICAN EXPRESS CO1.4K shares12.66%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP675 shares3.53%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC2.0K shares13.14%2026-03-312026-04-17

CRWV COREWEAVE INC5.2K shares0.00%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION399 shares-17.73%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP4.2K shares6.28%2026-03-312026-04-17

COF CAPITAL ONE FINL CORP2.1K shares47.54%2026-03-312026-04-17

MA MASTERCARD INCORPORATED759 shares4.83%2026-03-312026-04-17

Sponsored

ARM ARM HOLDINGS PLC2.5K shares0.00%2026-03-312026-04-17

TFC TRUIST FINL CORP8.1K shares-0.41%2026-03-312026-04-17

VHT VANGUARD WORLD FD1.4K shares-1.30%2026-03-312026-04-17

INTC INTEL CORP8.4K shares35.57%2026-03-312026-04-17

SNA SNAP ON INC1.0K shares-16.67%2026-03-312026-04-17

EFA ISHARES TR3.6K shares16.14%2026-03-312026-04-17

DE DEERE & CO603 shares-6.37%2026-03-312026-04-17

T AT&T INC11.7K shares6.12%2026-03-312026-04-17

Sponsored

DIA STATE STR SPDR DOW JONES IND723 shares7.43%2026-03-312026-04-17

KKR & CO INC KKR & CO INC3.6K shares0.03%2026-03-312026-04-17

PSX PHILLIPS 661.8K shares-6.75%2026-03-312026-04-17

FNDC SCHWAB STRATEGIC TR7.2K shares0.00%2026-03-312026-04-17

TXN TEXAS INSTRS INC1.7K shares2.96%2026-03-312026-04-17

DHR DANAHER CORP DEL1.7K shares4.46%2026-03-312026-04-17

VLO VALERO ENERGY CORP1.3K shares0.00%2026-03-312026-04-17

TSCO TRACTOR SUPPLY CO6.9K shares4.69%2026-03-312026-04-17

Sponsored

EATON CORP PLC EATON CORP PLC861 shares10.24%2026-03-312026-04-17

TSEM TOWER SEMICONDUCTOR LTD1.7K sharesnew addition2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC606 shares12.85%2026-03-312026-04-17

GLW CORNING INC2.2K shares22.76%2026-03-312026-04-17

ASML ASML HLDG NV221 shares-1.34%2026-03-312026-04-17

RMBS RAMBUS INC DEL3.3K shares0.00%2026-03-312026-04-17

AMT AMERICAN TOWER CORP1.7K shares4.93%2026-03-312026-04-17

VBR VANGUARD INDEX FDS1.3K shares-27.62%2026-03-312026-04-17

Sponsored

DGRW WISDOMTREE TR3.2K shares0.28%2026-03-312026-04-17

CW CURTISS WRIGHT CORP410 shares0.00%2026-03-312026-04-17

IDV ISHARES TR6.4K shares-17.43%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP788 shares5.07%2026-03-312026-04-17

VGT VANGUARD WORLD FD384 shares0.00%2026-03-312026-04-17

IYW ISHARES TR1.5K shares-4.10%2026-03-312026-04-17

HON HONEYWELL INTL INC1.1K shares5.22%2026-03-312026-04-17

XLRE SELECT SECTOR SPDR TR6.1K shares10.84%2026-03-312026-04-17

Sponsored

GS GOLDMAN SACHS GROUP INC292 shares23.73%2026-03-312026-04-17

QCOM QUALCOMM INC1.9K shares0.00%2026-03-312026-04-17

FEX FIRST TR EXCHANGE-TRADED ALP2.0K shares0.00%2026-03-312026-04-17

VTV VANGUARD INDEX FDS1.2K shares-44.50%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC2.4K shares0.00%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC4.7K shares-11.05%2026-03-312026-04-17

EMR EMERSON ELEC CO1.8K shares9.39%2026-03-312026-04-17

Sponsored

VO VANGUARD INDEX FDS801 shares0.63%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F3.1K shares0.00%2026-03-312026-04-17

DOV DOVER CORP1.1K shares-1.26%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F4.2K shares2.69%2026-03-312026-04-17

VRIG INVESCO ACTIVELY MANAGED EXC8.9K shares0.00%2026-03-312026-04-17

NVS NOVARTIS AG1.4K shares0.00%2026-03-312026-04-17

SCHC SCHWAB STRATEGIC TR4.7K shares0.00%2026-03-312026-04-17

ODFL OLD DOMINION FREIGHT LINE IN1.1K shares0.00%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS887 shares-28.87%2026-03-312026-04-17

BKNG BOOKING HOLDINGS INC50 shares0.00%2026-03-312026-04-17

OZK BANK OZK LITTLE ROCK ARK4.5K shares0.00%2026-03-312026-04-17

CLX CLOROX CO DEL2.0K shares0.00%2026-03-312026-04-17

MCD MCDONALDS CORP653 shares19.82%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF5.2K shares-71.56%2026-03-312026-04-17

DGRO ISHARES TR2.8K shares-22.47%2026-03-312026-04-17

SMBK SMARTFINANCIAL INC5.1K shares0.00%2026-03-312026-04-17

Sponsored

IJS ISHARES TR1.7K shares0.00%2026-03-312026-04-17

TGT TARGET CORP1.6K shares10.93%2026-03-312026-04-17

VDE VANGUARD WORLD FD1.1K shares-28.80%2026-03-312026-04-17

ITOT ISHARES TR1.3K shares0.00%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F3.8K shares-31.92%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR3.8K shares0.00%2026-03-312026-04-17

CINF CINCINNATI FINL CORP1.2K shares0.08%2026-03-312026-04-17

DJD INVESCO EXCHANGE TRADED FD T3.1K shares-3.71%2026-03-312026-04-17

Sponsored

SPYG SPDR SERIES TRUST1.9K shares-32.92%2026-03-312026-04-17

FTC FIRST TR EXCHANGE-TRADED ALP1.2K shares0.00%2026-03-312026-04-17

FDX FEDEX CORP514 shares-2.47%2026-03-312026-04-17

MELI MERCADOLIBRE INC104 shares92.59%2026-03-312026-04-17

ILCB ISHARES TR2.0K shares0.00%2026-03-312026-04-17

OEF ISHARES TR557 shares0.00%2026-03-312026-04-17

MS MORGAN STANLEY1.1K shares32.59%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC2.0K shares-31.96%2026-03-312026-04-17

Sponsored

TJX TJX COS INC NEW1.1K shares27.13%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC1.4K shares-39.96%2026-03-312026-04-17

EVRG EVERGY INC2.1K shares0.00%2026-03-312026-04-17

PFE PFIZER INC6.0K shares7.82%2026-03-312026-04-17

FTEC FIDELITY COVINGTON TRUST810 shares-21.74%2026-03-312026-04-17

GRMN GARMIN LTD698 shares6.89%2026-03-312026-04-17

SPYM SPDR SERIES TRUST2.1K shares580.66%2026-03-312026-04-17

AGG ISHARES TR1.6K shares2.90%2026-03-312026-04-17

Sponsored

BIV VANGUARD BD INDEX FDS2.0K shares0.00%2026-03-312026-04-17

D DOMINION ENERGY INC2.5K shares-3.84%2026-03-312026-04-17

IWM ISHARES TR622 shares0.00%2026-03-312026-04-17

MAIN MAIN STR CAP CORP2.8K shares-3.47%2026-03-312026-04-17

SLV ISHARES SILVER TR2.1K shares-23.78%2026-03-312026-04-17

WELL WELLTOWER INC722 shares3.14%2026-03-312026-04-17

IJR ISHARES TR1.1K shares10.61%2026-03-312026-04-17

PPH VANECK ETF TRUST1.4K shares0.00%2026-03-312026-04-17

Sponsored

XLV SELECT SECTOR SPDR TR945 shares0.00%2026-03-312026-04-17

BWIN THE BALDWIN INSURANCE GRP IN6.3K shares0.00%2026-03-312026-04-17

TDG TRANSDIGM GROUP INC117 shares0.00%2026-03-312026-04-17

HII HUNTINGTON INGALLS INDS INC355 shares-60.77%2026-03-312026-04-17

EHC ENCOMPASS HEALTH CORP1.4K shares-13.88%2026-03-312026-04-17

BABA ALIBABA GROUP HLDG LTD1.1K shares-43.15%2026-03-312026-04-17

GPC GENUINE PARTS CO1.2K shares-15.46%2026-03-312026-04-17

BIP BROOKFIELD INFRASTRUCTURE PA3.6K shares-5.29%2026-03-312026-04-17

Sponsored

IXUS ISHARES TR1.5K shares0.00%2026-03-312026-04-17

RSPF INVESCO EXCHANGE TRADED FD T1.8K shares-29.33%2026-03-312026-04-17

MMC MARSH & MCLENNAN COS INC740 shares11.11%2026-03-312026-04-17

IRM IRON MTN INC DEL1.2K shares0.00%2026-03-312026-04-17

ED CONSOLIDATED EDISON INC1.1K shares-5.19%2026-03-312026-04-17

RIO RIO TINTO PLC1.3K shares42.15%2026-03-312026-04-17

BTI BRITISH AMERN TOB PLC2.1K shares-2.24%2026-03-312026-04-17

DHI D R HORTON INC900 shares0.00%2026-03-312026-04-17

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VYMI VANGUARD WHITEHALL FDS1.3K shares-1.14%2026-03-312026-04-17

STN STANTEC INC1.4K shares0.00%2026-03-312026-04-17

CSM PROSHARES TR1.6K shares0.00%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC340 sharesnew addition2026-03-312026-04-17

BWXT BWX TECHNOLOGIES INC595 shares21.43%2026-03-312026-04-17

RSPU INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-04-17

ALPS ETF TR ALPS ETF TR2.3K shares1.27%2026-03-312026-04-17

GM GENERAL MTRS CO1.6K shares0.00%2026-03-312026-04-17

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SHOP SHOPIFY INC1.0K shares0.00%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC746 shares-22.13%2026-03-312026-04-17

IWD ISHARES TR558 shares119.69%2026-03-312026-04-17

CARR CARRIER GLOBAL CORPORATION2.1K shares-6.70%2026-03-312026-04-17

PHDG INVESCO ACTIVELY MANAGED EXC3.1K shares0.00%2026-03-312026-04-17

SPGI S&P GLOBAL INC268 shares12.61%2026-03-312026-04-17

LUNR INTUITIVE MACHINES INC6.0K shares0.00%2026-03-312026-04-17

HDV ISHARES TR820 shares0.00%2026-03-312026-04-17

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PDP INVESCO EXCHANGE TRADED FD T913 shares0.00%2026-03-312026-04-17

PAAS PAN AMERN SILVER CORP2.0K sharesnew addition2026-03-312026-04-17

PWR QUANTA SVCS INC198 shares-22.35%2026-03-312026-04-17

CBZ CBIZ INC4.0K sharesnew addition2026-03-312026-04-17

TEVA TEVA PHARMACEUTICAL INDS LTD3.5K shares0.00%2026-03-312026-04-17

SPHD INVESCO EXCH TRADED FD TR II2.1K shares0.00%2026-03-312026-04-17

CL COLGATE PALMOLIVE CO1.2K shares7.57%2026-03-312026-04-17

NKE NIKE INC1.9K shares2.12%2026-03-312026-04-17

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EXR EXTRA SPACE STORAGE INC772 shares0.00%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC436 shares0.00%2026-03-312026-04-17

ECH ISHARES INC2.5K sharesnew addition2026-03-312026-04-17

IUSG ISHARES TR638 shares-12.72%2026-03-312026-04-17

OKTA OKTA INC1.3K shares0.00%2026-03-312026-04-17

NTAP NETAPP INC945 shares0.00%2026-03-312026-04-17

MAR MARRIOTT INTL INC NEW293 shares-29.06%2026-03-312026-04-17

ENB ENBRIDGE INC1.8K shares-5.39%2026-03-312026-04-17

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CGNX COGNEX CORP1.9K shares0.00%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC204 shares32.47%2026-03-312026-04-17

AMAT APPLIED MATLS INC275 shares0.00%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC276 shares144.25%2026-03-312026-04-17

JCI JOHNSON CONTROLS INTERNATION706 shares5.22%2026-03-312026-04-17

IWB ISHARES TR258 shares0.00%2026-03-312026-04-17

SBUX STARBUCKS CORP1.0K shares122.29%2026-03-312026-04-17

IBDR ISHARES TR3.8K shares0.00%2026-03-312026-04-17

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ET ENERGY TRANSFER L P4.7K shares108.59%2026-03-312026-04-17

IREN IREN LIMITED2.7K sharesnew addition2026-03-312026-04-17

IBDT ISHARES TR3.6K shares0.00%2026-03-312026-04-17

IBDS ISHARES TR3.8K shares0.00%2026-03-312026-04-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC433 shares17.98%2026-03-312026-04-17

BHP BHP BILLITON LIMITED1.2K shares23.00%2026-03-312026-04-17

HBAN HUNTINGTON BANCSHARES INC5.7K shares453.24%2026-03-312026-04-17

STLD STEEL DYNAMICS INC496 shares3.98%2026-03-312026-04-17

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IBDU ISHARES TR3.8K shares0.00%2026-03-312026-04-17

DNP DNP SELECT INCOME FD INC8.6K shares-24.18%2026-03-312026-04-17

SYM SYMBOTIC INC1.6K shares81700.00%2026-03-312026-04-17

KLAC KLA CORP59 shares3.51%2026-03-312026-04-17

IDR IDAHO STRATEGIC RESOURCES2.7K shares3186.42%2026-03-312026-04-17

GOVT ISHARES TR3.7K sharesnew addition2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 40138 shares961.54%2026-03-312026-04-17

SNPS SYNOPSYS INC212 shares-17.83%2026-03-312026-04-17

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HUBS HUBSPOT INC343 shares0.00%2026-03-312026-04-17

TTD THE TRADE DESK INC3.7K shares-42.77%2026-03-312026-04-17

RWR SPDR SERIES TRUST825 shares0.00%2026-03-312026-04-17

ALB ALBEMARLE CORP459 shares2.00%2026-03-312026-04-17

XMHQ INVESCO EXCHANGE TRADED FD T797 shares0.00%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC196 shares25.64%2026-03-312026-04-17

NFG NATIONAL FUEL GAS CO855 shares0.00%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP670 shares0.00%2026-03-312026-04-17

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GSLC GOLDMAN SACHS ETF TR633 shares0.00%2026-03-312026-04-17

PRU PRUDENTIAL FINL INC809 shares0.00%2026-03-312026-04-17

IDEV ISHARES TR940 shares19.75%2026-03-312026-04-17

SUN SUNOCO LP/SUNOCO FIN CORP1.2K shares0.00%2026-03-312026-04-17

IVW ISHARES TR689 shares0.00%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC80 shares0.00%2026-03-312026-04-17

RSPS INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-03-312026-04-17

GBTC GRAYSCALE BITCOIN TRUST ETF1.4K shares-54.07%2026-03-312026-04-17

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IEMG ISHARES INC1.1K shares201.38%2026-03-312026-04-17

IWN ISHARES TR400 sharesnew addition2026-03-312026-04-17

DLR DIGITAL RLTY TR INC420 shares0.00%2026-03-312026-04-17

TWLO TWILIO INC600 shares0.00%2026-03-312026-04-17

DFSV DIMENSIONAL ETF TRUST2.1K shares0.00%2026-03-312026-04-17

SUB ISHARES TR700 shares0.00%2026-03-312026-04-17

SPSM SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-04-17

BJ BJS WHSL CLUB HLDGS INC750 shares0.00%2026-03-312026-04-17

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VONG VANGUARD SCOTTSDALE FDS671 shares819.18%2026-03-312026-04-17

BF.B BROWN FORMAN CORP2.7K shares0.00%2026-03-312026-04-17

VXF VANGUARD INDEX FDS352 shares0.00%2026-03-312026-04-17

GEHC GE HEALTHCARE TECHNOLOGIES I998 shares-2.92%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC339 shares37.25%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS1.5K sharesnew addition2026-03-312026-04-17

EQT CORP EQT CORP1.1K shares-11.96%2026-03-312026-04-17

AEE AMEREN CORP639 shares0.00%2026-03-312026-04-17

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GIS GENERAL MILLS INC1.9K shares-14.18%2026-03-312026-04-17

CVS CVS HEALTH CORP952 shares0.11%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO1.1K shares-9.09%2026-03-312026-04-17

MHK MOHAWK INDS INC675 shares0.00%2026-03-312026-04-17

FXH FIRST TR EXCHANGE-TRADED FD594 shares-14.41%2026-03-312026-04-17

IEFA ISHARES TR713 shares-8.47%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC1.1K shares61.65%2026-03-312026-04-17

UCB UNITED CMNTY BKS BLAIRSVLE G2.0K shares0.00%2026-03-312026-04-17

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IDXX IDEXX LABS INC110 shares0.00%2026-03-312026-04-17

SIMO SILICON MOTION TECHNOLOGY CO550 shares-14.06%2026-03-312026-04-17

SPTM SPDR SERIES TRUST781 shares0.00%2026-03-312026-04-17

ORI OLD REP INTL CORP1.5K shares0.00%2026-03-312026-04-17

JBL JABIL INC225 shares-10.00%2026-03-312026-04-17

NXPI NXP SEMICONDUCTORS N V303 shares0.00%2026-03-312026-04-17

ZBRA ZEBRA TECHNOLOGIES CORPORATI285 shares0.00%2026-03-312026-04-17

CB CHUBB LTD SWITZ183 shares9.58%2026-03-312026-04-17

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F FORD MTR CO5.1K shares14.61%2026-03-312026-04-17

JMOM J P MORGAN EXCHANGE TRADED F868 shares0.00%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND296 shares64.44%2026-03-312026-04-17

BOND PIMCO ETF TR632 shares20.38%2026-03-312026-04-17

DLTR DOLLAR TREE INC532 shares0.00%2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC630 shares7.69%2026-03-312026-04-17

CGMS CAPITAL GRP FIXED INCM ETF T2.1K shares0.00%2026-03-312026-04-17

EOG EOG RES INC400 shares0.00%2026-03-312026-04-17

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC485 shares137.75%2026-03-312026-04-17

OLN OLIN CORP1.9K shares-13.85%2026-03-312026-04-17

BSX BOSTON SCIENTIFIC CORP881 shares0.00%2026-03-312026-04-17

IYE ISHARES TR849 shares0.00%2026-03-312026-04-17

MWA MUELLER WTR PRODS INC2.0K shares0.00%2026-03-312026-04-17

IYH ISHARES TR890 shares0.00%2026-03-312026-04-17

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC1.3K shares0.00%2026-03-312026-04-17

FDN FIRST TR EXCHANGE-TRADED FD233 shares0.00%2026-03-312026-04-17

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CBSH COMMERCE BANCSHARES INC1.1K shares0.00%2026-03-312026-04-17

JETS ETF SER SOLUTIONS2.1K shares0.00%2026-03-312026-04-17

ETY EATON VANCE TAX-MANAGED DIVE3.8K shares2.07%2026-03-312026-04-17

HLT HILTON WORLDWIDE HLDGS INC170 shares107.32%2026-03-312026-04-17

IWY ISHARES TR207 shares0.00%2026-03-312026-04-17

ICSH ISHARES TR1.0K shares0.00%2026-03-312026-04-17

GSK PLC GSK PLC927 shares0.00%2026-03-312026-04-17

SPSB SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-04-17

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XLU SELECT SECTOR SPDR TR1.1K shares0.93%2026-03-312026-04-17

MUB ISHARES TR468 sharesnew addition2026-03-312026-04-17

DFUV DIMENSIONAL ETF TRUST1.0K shares0.00%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP72 shares56.52%2026-03-312026-04-17

ITA ISHARES TR224 shares0.00%2026-03-312026-04-17

BA BOEING CO246 shares0.00%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR298 shares0.00%2026-03-312026-04-17

IVE ISHARES TR225 shares0.00%2026-03-312026-04-17

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IWO ISHARES TR150 shares-43.40%2026-03-312026-04-17

TTWO TAKE-TWO INTERACTIVE SOFTWAR238 shares0.00%2026-03-312026-04-17

PAVE GLOBAL X FDS925 sharesnew addition2026-03-312026-04-17

LTC LTC PPTYS INC1.2K shares0.00%2026-03-312026-04-17

QABA FIRST TR EXCHANGE-TRADED FD785 shares0.00%2026-03-312026-04-17

VSCO VICTORIAS SECRET AND CO986 shares0.00%2026-03-312026-04-17

USHY ISHARES TR1.2K shares12.01%2026-03-312026-04-17

MET METLIFE INC623 shares0.00%2026-03-312026-04-17

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VOOG VANGUARD ADMIRAL FDS INC107 shares0.00%2026-03-312026-04-17

FXL FIRST TR EXCHANGE-TRADED FD274 shares17.09%2026-03-312026-04-17

VLTO VERALTO CORP492 shares0.00%2026-03-312026-04-17

GPN GLOBAL PMTS INC637 shares-2.00%2026-03-312026-04-17

UAL UNITED AIRLS HLDGS INC464 shares0.00%2026-03-312026-04-17

URI UNITED RENTALS INC57 shares0.00%2026-03-312026-04-17

NEM NEWMONT CORP381 shares0.00%2026-03-312026-04-17

PYPL PAYPAL HLDGS INC907 shares40.62%2026-03-312026-04-17

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EXG EATON VANCE TAX-MANAGED GLOB4.7K shares2.14%2026-03-312026-04-17

XLC SELECT SECTOR SPDR TR368 shares-58.93%2026-03-312026-04-17

VOOV VANGUARD ADMIRAL FDS INC200 shares0.00%2026-03-312026-04-17

WTW WILLIS TOWERS WATSON PLC LTD140 shares0.00%2026-03-312026-04-17

FDP FRESH DEL MONTE PRODUCE INC1.0K shares0.00%2026-03-312026-04-17

IVZ INVESCO LTD1.6K shares0.00%2026-03-312026-04-17

WMB WILLIAMS COS INC549 shares449.00%2026-03-312026-04-17

BN BROOKFIELD CORP983 shares0.00%2026-03-312026-04-17

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IHE ISHARES TR450 shares0.00%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II164 shares7.19%2026-03-312026-04-17

ASTS AST SPACEMOBILE INC465 shares72.22%2026-03-312026-04-17

IJT ISHARES TR263 shares0.00%2026-03-312026-04-17

OXY OCCIDENTAL PETE CORP582 shares89.58%2026-03-312026-04-17

MTB M & T BK CORP180 shares0.00%2026-03-312026-04-17

LINDE PLC LINDE PLC75 shares257.14%2026-03-312026-04-17

FNY FIRST TR EXCHANGE-TRADED ALP404 shares0.00%2026-03-312026-04-17

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ONB OLD NATL BANCORP IND1.7K shares0.00%2026-03-312026-04-17

HYZD WISDOMTREE TR1.7K shares0.00%2026-03-312026-04-17

PDI PIMCO DYNAMIC INCOME FD2.1K shares0.00%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN178 shares42.40%2026-03-312026-04-17

CELH CELSIUS HLDGS INC1.0K shares0.00%2026-03-312026-04-17

DRI DARDEN RESTAURANTS INC181 shares44.80%2026-03-312026-04-17

BHRB BURKE HERBERT FINL SVCS CORP560 shares0.00%2026-03-312026-04-17

SU SUNCOR ENERGY INC NEW523 shares0.00%2026-03-312026-04-17

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GILD GILEAD SCIENCES INC245 shares-21.47%2026-03-312026-04-17

RCL ROYAL CARIBBEAN GROUP124 shares0.00%2026-03-312026-04-17

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC350 shares0.00%2026-03-312026-04-17

SKT TANGER INC1.0K shares0.00%2026-03-312026-04-17

KR KROGER CO469 shares0.00%2026-03-312026-04-17

MFC MANULIFE FINL CORP984 shares0.00%2026-03-312026-04-17

CTAS CINTAS CORP200 shares0.00%2026-03-312026-04-17

VTWO VANGUARD SCOTTSDALE FDS334 shares-3.19%2026-03-312026-04-17

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PLD PROLOGIS INC.250 shares160.42%2026-03-312026-04-17

AFL AFLAC INC300 shares0.00%2026-03-312026-04-17

THE CIGNA GROUP THE CIGNA GROUP123 shares0.00%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC249 shares0.00%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II444 shares0.00%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC94 shares0.00%2026-03-312026-04-17

LNC LINCOLN NATL CORP IND913 shares0.00%2026-03-312026-04-17

PHM PULTE GROUP INC274 shares158.49%2026-03-312026-04-17

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COWZ PACER FDS TR512 shares0.00%2026-03-312026-04-17

DRAFTKINGS INC NEW DRAFTKINGS INC NEW1.5K shares0.00%2026-03-312026-04-17

MSI MOTOROLA SOLUTIONS INC73 shares217.39%2026-03-312026-04-17

HELO J P MORGAN EXCHANGE TRADED F490 sharesnew addition2026-03-312026-04-17

MCK MCKESSON CORP36 shares28.57%2026-03-312026-04-17

TECK TECK RESOURCES LTD600 shares-14.29%2026-03-312026-04-17

CGCB CAPITAL GRP FIXED INCM ETF T1.2K shares37.62%2026-03-312026-04-17

NVT NVENT ELEC PLC258 shares29.00%2026-03-312026-04-17

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IWR ISHARES TR312 shares0.00%2026-03-312026-04-17

INTU INTUIT70 shares75.00%2026-03-312026-04-17

CNQ CANADIAN NAT RES LTD MED TER620 shares0.00%2026-03-312026-04-17

EXPD EXPEDITORS INTL WASH INC210 shares0.00%2026-03-312026-04-17

DTM DT MIDSTREAM INC220 shares0.00%2026-03-312026-04-17

IBB ISHARES TR175 shares0.00%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS355 sharesnew addition2026-03-312026-04-17

SHW SHERWIN WILLIAMS CO90 shares0.00%2026-03-312026-04-17

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CORZ CORE SCIENTIFIC INC NEW1.9K shares0.00%2026-03-312026-04-17

ARW ARROW ELECTRS INC200 shares0.00%2026-03-312026-04-17

PGR PROGRESSIVE CORP144 shares700.00%2026-03-312026-04-17

CAH CARDINAL HEALTH INC135 shares0.00%2026-03-312026-04-17

STAG STAG INDUSTRIAL INC790 shares0.00%2026-03-312026-04-17

GLDM WORLD GOLD TR303 shares236.67%2026-03-312026-04-17

MMM 3M CO189 shares0.00%2026-03-312026-04-17

APH AMPHENOL CORP216 sharesnew addition2026-03-312026-04-17

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VOE VANGUARD INDEX FDS148 shares0.00%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST383 shares0.00%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR246 shares0.00%2026-03-312026-04-17

IEUR ISHARES TR381 shares0.00%2026-03-312026-04-17

NLR VANECK ETF TRUST200 shares0.00%2026-03-312026-04-17

SPPP SPROTT ASSET MANAGEMENT LP1.7K shares0.00%2026-03-312026-04-17

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET879 shares-28.19%2026-03-312026-04-17

SAP SAP SE152 shares0.00%2026-03-312026-04-17

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QTUM ETF SER SOLUTIONS242 shares0.00%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR425 shares0.47%2026-03-312026-04-17

HYLB DBX ETF TR718 shares0.00%2026-03-312026-04-17

FTXN FIRST TR EXCHANGE TRADED FD666 shares0.00%2026-03-312026-04-17

SSTK SHUTTERSTOCK INC1.5K shares0.00%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC86 shares145.71%2026-03-312026-04-17

DFGR DIMENSIONAL ETF TRUST935 shares0.00%2026-03-312026-04-17

DFAT DIMENSIONAL ETF TRUST396 shares0.00%2026-03-312026-04-17

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FANG DIAMONDBACK ENERGY INC125 shares0.00%2026-03-312026-04-17

RSHO TEMA ETF TRUST490 shares0.00%2026-03-312026-04-17

IWL ISHARES TR150 shares0.00%2026-03-312026-04-17

AON PLC AON PLC74 shares0.00%2026-03-312026-04-17

FORM FORMFACTOR INC244 shares10.41%2026-03-312026-04-17

EQR EQUITY RESIDENTIAL400 shares0.00%2026-03-312026-04-17

GL GLOBE LIFE INC170 shares-43.33%2026-03-312026-04-17

ARKK ARK ETF TR350 shares75.00%2026-03-312026-04-17

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DFUS DIMENSIONAL ETF TRUST331 shares-43.03%2026-03-312026-04-17

SYK STRYKER CORPORATION70 shares-72.55%2026-03-312026-04-17

LPX LOUISIANA PAC CORP316 shares259.09%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR285 sharesnew addition2026-03-312026-04-17

OMC OMNICOM GROUP INC300 shares0.00%2026-03-312026-04-17

WTRG ESSENTIAL UTILS INC561 shares0.00%2026-03-312026-04-17

HAE HAEMONETICS CORP MASS400 shares0.00%2026-03-312026-04-17

FLO FLOWERS FOODS INC2.8K shares1.47%2026-03-312026-04-17

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NG NOVAGOLD RESOURCES INC2.5K shares0.00%2026-03-312026-04-17

RYAN RYAN SPECIALTY HOLDINGS INC665 shares0.00%2026-03-312026-04-17

IBLC ISHARES TR614 shares3.54%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP105 shares11.70%2026-03-312026-04-17

NTRS NORTHERN TR CORP160 shares0.00%2026-03-312026-04-17

HTGC HERCULES CAPITAL INC1.5K shares0.00%2026-03-312026-04-17

RSPG INVESCO EXCHANGE TRADED FD T200 shares-48.72%2026-03-312026-04-17

FFIN FIRST FINL BANKSHARES INC741 shares0.00%2026-03-312026-04-17

Sponsored

CCJ CAMECO CORP200 shares0.00%2026-03-312026-04-17

BKH BLACK HILLS CORP310 shares0.00%2026-03-312026-04-17

SYY SYSCO CORP300 shares0.00%2026-03-312026-04-17

SPXC SPX TECHNOLOGIES INC107 shares0.00%2026-03-312026-04-17

SCHD

SCHWAB STRATEGIC TR

2.75%

Shares5.2M

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

2.16%

Shares5.1M

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

3.22%

Shares3.6M

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

4.26%

Shares814.4K

Event2026-03-31

Filed2026-04-17

SPTS

SPDR SERIES TRUST

19.35%

Shares1.3M

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

5.32%

Shares304.2K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

-1.10%

Shares1.1M

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

3.06%

Shares68.8K

Event2026-03-31

Filed2026-04-17

CALF

PACER FDS TR

-49.91%

Shares380.2K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

6.25%

Shares342.3K

Event2026-03-31

Filed2026-04-17

AVUV

AMERICAN CENTY ETF TR

New

Shares150.4K

Event2026-03-31

Filed2026-04-17

FNDE

SCHWAB STRATEGIC TR

0.15%

Shares433.1K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-0.18%

Shares75.7K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

-0.73%

Shares483.5K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

4.41%

Shares465.4K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

3.98%

Shares24.9K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-2.78%

Shares31.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

9.36%

Shares24.8K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-1.79%

Shares41.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.77%

Shares12.6K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-11.42%

Shares5.1K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-1.64%

Shares8.0K

Event2026-03-31

Filed2026-04-17

TFI

SPDR SERIES TRUST

5.20%

Shares75.1K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

5.36%

Shares10.6K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

38.14%

Shares4.7K

Event2026-03-31

Filed2026-04-17

FNDA

SCHWAB STRATEGIC TR

-4.03%

Shares93.4K

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHN CORP

3.64%

Shares10.2K

Event2026-03-31

Filed2026-04-17

JPUS

J P MORGAN EXCHANGE TRADED F

-1.07%

Shares21.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-4.13%

Shares9.6K

Event2026-03-31

Filed2026-04-17

FNDB

SCHWAB STRATEGIC TR

-3.13%

Shares90.5K

Event2026-03-31

Filed2026-04-17

UNM

UNUM GROUP

0.00%

Shares31.3K

Event2026-03-31

Filed2026-04-17

MSTR

STRATEGY INC

0.16%

Shares18.0K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

4.83%

Shares6.7K

Event2026-03-31

Filed2026-04-17

CWI

SPDR INDEX SHS FDS

-4.34%

Shares59.6K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

-3.54%

Shares5.9K

Event2026-03-31

Filed2026-04-17

HCA

HCA HEALTHCARE INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-12.45%

Shares17.0K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

6.27%

Shares9.4K

Event2026-03-31

Filed2026-04-17

SFBS

SERVISFIRST BANCSHARES INC

-11.07%

Shares27.3K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

-4.13%

Shares20.5K

Event2026-03-31

Filed2026-04-17

RSPT

INVESCO EXCHANGE TRADED FD T

-11.02%

Shares43.5K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

12.94%

Shares11.5K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

9.13%

Shares2.1K

Event2026-03-31

Filed2026-04-17

VISA INC

7.03%

Shares6.1K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

36.66%

Shares4.3K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

15.26%

Shares3.2K

Event2026-03-31

Filed2026-04-17

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares22.5K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

3.69%

Shares11.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

1.19%

Shares2.7K

Event2026-03-31

Filed2026-04-17

SGOV

ISHARES TR

-23.20%

Shares16.0K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-0.66%

Shares5.0K

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL

0.01%

Shares6.8K

Event2026-03-31

Filed2026-04-17

SCHH

SCHWAB STRATEGIC TR

-10.35%

Shares72.3K

Event2026-03-31

Filed2026-04-17

REGIONS FINANCIAL CORP NEW

-7.79%

Shares59.2K

Event2026-03-31

Filed2026-04-17

CSRE

COHEN & STEERS ETF TRUST

New

Shares57.4K

Event2026-03-31

Filed2026-04-17

SCHZ

SCHWAB STRATEGIC TR

3.80%

Shares63.8K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

-4.28%

Shares17.9K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

7.42%

Shares25.9K

Event2026-03-31

Filed2026-04-17

TOYOTA MOTOR CORP

-13.53%

Shares6.2K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

0.57%

Shares12.6K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

0.59%

Shares6.3K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

6.51%

Shares4.9K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

25.59%

Shares2.0K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares44.6K

Event2026-03-31

Filed2026-04-17

ISTB

ISHARES TR

-3.30%

Shares22.3K

Event2026-03-31

Filed2026-04-17

RWO

SPDR INDEX SHS FDS

0.54%

Shares23.2K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

47.54%

Shares15.6K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

0.61%

Shares3.6K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-0.84%

Shares2.8K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

5.43%

Shares30.7K

Event2026-03-31

Filed2026-04-17

DXPE

DXP ENTERPRISES INC

-15.11%

Shares6.6K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

1.90%

Shares3.4K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

-0.10%

Shares12.0K

Event2026-03-31

Filed2026-04-17

SDY

SPDR SERIES TRUST

0.41%

Shares6.1K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

6.25%

Shares9.4K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

-3.51%

Shares10.7K

Event2026-03-31

Filed2026-04-17

UBER

UBER TECHNOLOGIES INC

0.26%

Shares11.8K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

11.10%

Shares17.2K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

0.21%

Shares933

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

2.21%

Shares1.2K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

23.62%

Shares2.5K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

-0.66%

Shares23.3K

Event2026-03-31

Filed2026-04-17

MLR

MILLER INDS INC TENN

0.00%

Shares16.8K

Event2026-03-31

Filed2026-04-17

SMH

VANECK ETF TRUST

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

-2.03%

Shares11.4K

Event2026-03-31

Filed2026-04-17

ILCG

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

26.62%

Shares3.4K

Event2026-03-31

Filed2026-04-17

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

FEGE

RBB FUND TRUST

43.12%

Shares15.0K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

18.25%

Shares4.2K

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC

-12.94%

Shares1.3K

Event2026-03-31

Filed2026-04-17

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

4.06%

Shares5.2K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

-7.95%

Shares3.2K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

1.34%

Shares4.5K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

4.59%

Shares3.4K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-58.50%

Shares1.5K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-6.25%

Shares5.4K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

-2.95%

Shares4.3K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-17

IOO

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW

-3.34%

Shares6.8K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

7.62%

Shares5.9K

Event2026-03-31

Filed2026-04-17

MAA

MID-AMER APT CMNTYS INC

-15.24%

Shares4.9K

Event2026-03-31

Filed2026-04-17

RGLD

ROYAL GOLD INC

-1.21%

Shares2.3K

Event2026-03-31

Filed2026-04-17

REALTY INCOME CORP

-4.59%

Shares9.1K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-0.45%

Shares8.5K

Event2026-03-31

Filed2026-04-17

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-17

PINNACLE FINL PARTNERS INC

New

Shares6.1K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

3.51%

Shares2.2K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

-1.26%

Shares5.4K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

-7.62%

Shares6.4K

Event2026-03-31

Filed2026-04-17

EPD

ENTERPRISE PRODS PARTNERS L

0.08%

Shares13.0K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

-2.62%

Shares4.2K

Event2026-03-31

Filed2026-04-17

FHN

FIRST HORIZON CORPORATION

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

234.40%

Shares3.6K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

25.28%

Shares3.0K

Event2026-03-31

Filed2026-04-17

NUKZ

EXCHANGE TRADED CONCEPTS TRU

59.14%

Shares7.2K

Event2026-03-31

Filed2026-04-17

CRWD

CROWDSTRIKE HLDGS INC

2.47%

Shares1.2K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

0.36%

Shares2.0K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

0.31%

Shares1.3K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

-1.69%

Shares5.1K

Event2026-03-31

Filed2026-04-17

DAL

DELTA AIR LINES INC

0.01%

Shares6.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-16.28%

Shares1.6K

Event2026-03-31

Filed2026-04-17

FTNT

FORTINET INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-17

AXP

AMERICAN EXPRESS CO

12.66%

Shares1.4K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

3.53%

Shares675

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

13.14%

Shares2.0K

Event2026-03-31

Filed2026-04-17

CRWV

COREWEAVE INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-17.73%

Shares399

Event2026-03-31

Filed2026-04-17

SCHW

SCHWAB CHARLES CORP

6.28%

Shares4.2K

Event2026-03-31

Filed2026-04-17

COF

CAPITAL ONE FINL CORP

47.54%

Shares2.1K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

4.83%

Shares759

Event2026-03-31

Filed2026-04-17

ARM

ARM HOLDINGS PLC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

TFC

TRUIST FINL CORP

-0.41%

Shares8.1K

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

-1.30%

Shares1.4K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP

35.57%

Shares8.4K

Event2026-03-31

Filed2026-04-17

SNA

SNAP ON INC

-16.67%

Shares1.0K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

16.14%

Shares3.6K

Event2026-03-31

Filed2026-04-17

DEERE & CO

-6.37%

Shares603

Event2026-03-31

Filed2026-04-17

AT&T INC

6.12%

Shares11.7K

Event2026-03-31

Filed2026-04-17

DIA

STATE STR SPDR DOW JONES IND

7.43%

Shares723

Event2026-03-31

Filed2026-04-17

KKR & CO INC

0.03%

Shares3.6K

Event2026-03-31

Filed2026-04-17

PSX

PHILLIPS 66

-6.75%

Shares1.8K

Event2026-03-31

Filed2026-04-17

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

2.96%

Shares1.7K

Event2026-03-31

Filed2026-04-17

DHR

DANAHER CORP DEL

4.46%

Shares1.7K

Event2026-03-31

Filed2026-04-17

VLO

VALERO ENERGY CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

TSCO

TRACTOR SUPPLY CO

4.69%

Shares6.9K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC

10.24%

Shares861

Event2026-03-31

Filed2026-04-17

TSEM

TOWER SEMICONDUCTOR LTD

New

Shares1.7K

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

12.85%

Shares606

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

22.76%

Shares2.2K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

-1.34%

Shares221

Event2026-03-31

Filed2026-04-17

RMBS

RAMBUS INC DEL

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-17

AMT

AMERICAN TOWER CORP

4.93%

Shares1.7K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

-27.62%

Shares1.3K

Event2026-03-31

Filed2026-04-17

DGRW

WISDOMTREE TR

0.28%

Shares3.2K

Event2026-03-31

Filed2026-04-17

CURTISS WRIGHT CORP

0.00%

Shares410

Event2026-03-31

Filed2026-04-17

IDV

ISHARES TR

-17.43%

Shares6.4K

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP

5.07%

Shares788

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

0.00%

Shares384

Event2026-03-31

Filed2026-04-17

IYW

ISHARES TR

-4.10%

Shares1.5K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

5.22%

Shares1.1K

Event2026-03-31

Filed2026-04-17

XLRE

SELECT SECTOR SPDR TR

10.84%

Shares6.1K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

23.73%

Shares292

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

-44.50%

Shares1.2K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SVCS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

-11.05%

Shares4.7K

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELEC CO

9.39%

Shares1.8K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.63%

Shares801

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-17

DOV

DOVER CORP

-1.26%

Shares1.1K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

2.69%

Shares4.2K

Event2026-03-31

Filed2026-04-17

VRIG

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-17

NVS

NOVARTIS AG

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-17

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

-28.87%

Shares887

Event2026-03-31

Filed2026-04-17

BKNG

BOOKING HOLDINGS INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-17

OZK

BANK OZK LITTLE ROCK ARK

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-17

CLX

CLOROX CO DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

19.82%

Shares653

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

-71.56%

Shares5.2K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

-22.47%

Shares2.8K

Event2026-03-31

Filed2026-04-17

SMBK

SMARTFINANCIAL INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-17

IJS

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

TGT

TARGET CORP

10.93%

Shares1.6K

Event2026-03-31

Filed2026-04-17

VDE

VANGUARD WORLD FD

-28.80%

Shares1.1K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

-31.92%

Shares3.8K

Event2026-03-31

Filed2026-04-17

XLF

SELECT SECTOR SPDR TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

CINF

CINCINNATI FINL CORP

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-17

DJD

INVESCO EXCHANGE TRADED FD T

-3.71%

Shares3.1K

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

-32.92%

Shares1.9K

Event2026-03-31

Filed2026-04-17

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

FDX

FEDEX CORP

-2.47%

Shares514

Event2026-03-31

Filed2026-04-17

MELI

MERCADOLIBRE INC

92.59%

Shares104

Event2026-03-31

Filed2026-04-17

ILCB

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

OEF

ISHARES TR

0.00%

Shares557

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

32.59%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MEDTRONIC PLC

-31.96%

Shares2.0K

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW

27.13%

Shares1.1K

Event2026-03-31

Filed2026-04-17

ARISTA NETWORKS INC

-39.96%

Shares1.4K

Event2026-03-31

Filed2026-04-17

EVRG

EVERGY INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

7.82%

Shares6.0K

Event2026-03-31

Filed2026-04-17

FTEC

FIDELITY COVINGTON TRUST

-21.74%

Shares810

Event2026-03-31

Filed2026-04-17

GRMN

GARMIN LTD

6.89%

Shares698

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

580.66%

Shares2.1K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

2.90%

Shares1.6K

Event2026-03-31

Filed2026-04-17

BIV

VANGUARD BD INDEX FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

DOMINION ENERGY INC

-3.84%

Shares2.5K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

0.00%

Shares622

Event2026-03-31

Filed2026-04-17

MAIN

MAIN STR CAP CORP

-3.47%

Shares2.8K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TR

-23.78%

Shares2.1K

Event2026-03-31

Filed2026-04-17

WELL

WELLTOWER INC

3.14%

Shares722

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

10.61%

Shares1.1K

Event2026-03-31

Filed2026-04-17

PPH

VANECK ETF TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

0.00%

Shares945

Event2026-03-31

Filed2026-04-17

BWIN

THE BALDWIN INSURANCE GRP IN

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-17

TDG

TRANSDIGM GROUP INC

0.00%

Shares117

Event2026-03-31

Filed2026-04-17

HII

HUNTINGTON INGALLS INDS INC

-60.77%

Shares355

Event2026-03-31

Filed2026-04-17

EHC

ENCOMPASS HEALTH CORP

-13.88%

Shares1.4K

Event2026-03-31

Filed2026-04-17

BABA

ALIBABA GROUP HLDG LTD

-43.15%

Shares1.1K

Event2026-03-31

Filed2026-04-17

GPC

GENUINE PARTS CO

-15.46%

Shares1.2K

Event2026-03-31

Filed2026-04-17

BIP

BROOKFIELD INFRASTRUCTURE PA

-5.29%

Shares3.6K

Event2026-03-31

Filed2026-04-17

IXUS

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

RSPF

INVESCO EXCHANGE TRADED FD T

-29.33%

Shares1.8K

Event2026-03-31

Filed2026-04-17

MMC

MARSH & MCLENNAN COS INC

11.11%

Shares740

Event2026-03-31

Filed2026-04-17

IRM

IRON MTN INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

CONSOLIDATED EDISON INC

-5.19%

Shares1.1K

Event2026-03-31

Filed2026-04-17

RIO

RIO TINTO PLC

42.15%

Shares1.3K

Event2026-03-31

Filed2026-04-17

BTI

BRITISH AMERN TOB PLC

-2.24%

Shares2.1K

Event2026-03-31

Filed2026-04-17

DHI

D R HORTON INC

0.00%

Shares900

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

-1.14%

Shares1.3K

Event2026-03-31

Filed2026-04-17

STN

STANTEC INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

CSM

PROSHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

ROK

ROCKWELL AUTOMATION INC

New

Shares340

Event2026-03-31

Filed2026-04-17

BWXT

BWX TECHNOLOGIES INC

21.43%

Shares595

Event2026-03-31

Filed2026-04-17

RSPU

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

ALPS ETF TR

1.27%

Shares2.3K

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

SHOP

SHOPIFY INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

-22.13%

Shares746

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

119.69%

Shares558

Event2026-03-31

Filed2026-04-17

CARR

CARRIER GLOBAL CORPORATION

-6.70%

Shares2.1K

Event2026-03-31

Filed2026-04-17

PHDG

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-17

SPGI

S&P GLOBAL INC

12.61%

Shares268

Event2026-03-31

Filed2026-04-17

LUNR

INTUITIVE MACHINES INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

0.00%

Shares820

Event2026-03-31

Filed2026-04-17

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares913

Event2026-03-31

Filed2026-04-17

PAAS

PAN AMERN SILVER CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

PWR

QUANTA SVCS INC

-22.35%

Shares198

Event2026-03-31

Filed2026-04-17

CBZ

CBIZ INC

New

Shares4.0K

Event2026-03-31

Filed2026-04-17

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

COLGATE PALMOLIVE CO

7.57%

Shares1.2K

Event2026-03-31

Filed2026-04-17

NKE

NIKE INC

2.12%

Shares1.9K

Event2026-03-31

Filed2026-04-17

EXR

EXTRA SPACE STORAGE INC

0.00%

Shares772

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

0.00%

Shares436

Event2026-03-31

Filed2026-04-17

ECH

ISHARES INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

-12.72%

Shares638

Event2026-03-31

Filed2026-04-17

OKTA

OKTA INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

NTAP

NETAPP INC

0.00%

Shares945

Event2026-03-31

Filed2026-04-17

MAR

MARRIOTT INTL INC NEW

-29.06%

Shares293

Event2026-03-31

Filed2026-04-17

ENB

ENBRIDGE INC

-5.39%

Shares1.8K

Event2026-03-31

Filed2026-04-17

CGNX

COGNEX CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

ISRG

INTUITIVE SURGICAL INC

32.47%

Shares204

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

0.00%

Shares275

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

144.25%

Shares276

Event2026-03-31

Filed2026-04-17

JCI

JOHNSON CONTROLS INTERNATION

5.22%

Shares706

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

0.00%

Shares258

Event2026-03-31

Filed2026-04-17

SBUX

STARBUCKS CORP

122.29%

Shares1.0K

Event2026-03-31

Filed2026-04-17

IBDR

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

108.59%

Shares4.7K

Event2026-03-31

Filed2026-04-17

IREN

IREN LIMITED

New

Shares2.7K

Event2026-03-31

Filed2026-04-17

IBDT

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-17

IBDS

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

TE CONNECTIVITY PLC

17.98%

Shares433

Event2026-03-31

Filed2026-04-17

BHP

BHP BILLITON LIMITED

23.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

HBAN

HUNTINGTON BANCSHARES INC

453.24%

Shares5.7K

Event2026-03-31

Filed2026-04-17

STLD

STEEL DYNAMICS INC

3.98%

Shares496

Event2026-03-31

Filed2026-04-17

IBDU

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

DNP

DNP SELECT INCOME FD INC

-24.18%

Shares8.6K

Event2026-03-31

Filed2026-04-17

SYM

SYMBOTIC INC

81700.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

KLAC

KLA CORP

3.51%

Shares59

Event2026-03-31

Filed2026-04-17

IDR

IDAHO STRATEGIC RESOURCES

3186.42%

Shares2.7K

Event2026-03-31

Filed2026-04-17

GOVT

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

961.54%

Shares138

Event2026-03-31

Filed2026-04-17

SNPS

SYNOPSYS INC

-17.83%

Shares212

Event2026-03-31

Filed2026-04-17

HUBS

HUBSPOT INC

0.00%

Shares343

Event2026-03-31

Filed2026-04-17

TTD

THE TRADE DESK INC

-42.77%

Shares3.7K

Event2026-03-31

Filed2026-04-17

RWR

SPDR SERIES TRUST

0.00%

Shares825

Event2026-03-31

Filed2026-04-17

ALB

ALBEMARLE CORP

2.00%

Shares459

Event2026-03-31

Filed2026-04-17

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares797

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

25.64%

Shares196

Event2026-03-31

Filed2026-04-17

NFG

NATIONAL FUEL GAS CO

0.00%

Shares855

Event2026-03-31

Filed2026-04-17

BANK NEW YORK MELLON CORP

0.00%

Shares670

Event2026-03-31

Filed2026-04-17

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares633

Event2026-03-31

Filed2026-04-17

PRU

PRUDENTIAL FINL INC

0.00%

Shares809

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

19.75%

Shares940

Event2026-03-31

Filed2026-04-17

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

0.00%

Shares689

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

0.00%

Shares80

Event2026-03-31

Filed2026-04-17

RSPS

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

-54.07%

Shares1.4K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

201.38%

Shares1.1K

Event2026-03-31

Filed2026-04-17

IWN

ISHARES TR

New

Shares400

Event2026-03-31

Filed2026-04-17

DLR

DIGITAL RLTY TR INC

0.00%

Shares420

Event2026-03-31

Filed2026-04-17

TWLO

TWILIO INC

0.00%

Shares600

Event2026-03-31

Filed2026-04-17

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

0.00%

Shares700

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

BJS WHSL CLUB HLDGS INC

0.00%

Shares750

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD SCOTTSDALE FDS

819.18%

Shares671

Event2026-03-31

Filed2026-04-17

BF.B

BROWN FORMAN CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD INDEX FDS

0.00%

Shares352

Event2026-03-31

Filed2026-04-17

GEHC

GE HEALTHCARE TECHNOLOGIES I

-2.92%

Shares998

Event2026-03-31

Filed2026-04-17

PNC

PNC FINL SVCS GROUP INC

37.25%

Shares339

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

New

Shares1.5K

Event2026-03-31

Filed2026-04-17

EQT CORP

-11.96%

Shares1.1K

Event2026-03-31

Filed2026-04-17

AEE

AMEREN CORP

0.00%

Shares639

Event2026-03-31

Filed2026-04-17

GIS

GENERAL MILLS INC

-14.18%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CVS

CVS HEALTH CORP

0.11%

Shares952

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO

-9.09%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MHK

MOHAWK INDS INC

0.00%

Shares675

Event2026-03-31

Filed2026-04-17

FXH

FIRST TR EXCHANGE-TRADED FD

-14.41%

Shares594

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

-8.47%

Shares713

Event2026-03-31

Filed2026-04-17

MDLZ

MONDELEZ INTL INC

61.65%

Shares1.1K

Event2026-03-31

Filed2026-04-17

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

IDXX

IDEXX LABS INC

0.00%

Shares110

Event2026-03-31

Filed2026-04-17

SIMO

SILICON MOTION TECHNOLOGY CO

-14.06%

Shares550

Event2026-03-31

Filed2026-04-17

SPTM

SPDR SERIES TRUST

0.00%

Shares781

Event2026-03-31

Filed2026-04-17

ORI

OLD REP INTL CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

JBL

JABIL INC

-10.00%

Shares225

Event2026-03-31

Filed2026-04-17

NXPI

NXP SEMICONDUCTORS N V

0.00%

Shares303

Event2026-03-31

Filed2026-04-17

ZBRA

ZEBRA TECHNOLOGIES CORPORATI

0.00%

Shares285

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ

9.58%

Shares183

Event2026-03-31

Filed2026-04-17

FORD MTR CO

14.61%

Shares5.1K

Event2026-03-31

Filed2026-04-17

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares868

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC IRELAND

64.44%

Shares296

Event2026-03-31

Filed2026-04-17

BOND

PIMCO ETF TR

20.38%

Shares632

Event2026-03-31

Filed2026-04-17

DLTR

DOLLAR TREE INC

0.00%

Shares532

Event2026-03-31

Filed2026-04-17

ORLY

OREILLY AUTOMOTIVE INC

7.69%

Shares630

Event2026-03-31

Filed2026-04-17

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

EOG

EOG RES INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-17

WEC ENERGY GROUP INC

137.75%

Shares485

Event2026-03-31

Filed2026-04-17

OLN

OLIN CORP

-13.85%

Shares1.9K

Event2026-03-31

Filed2026-04-17

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares881

Event2026-03-31

Filed2026-04-17

IYE

ISHARES TR

0.00%

Shares849

Event2026-03-31

Filed2026-04-17

MWA

MUELLER WTR PRODS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

IYH

ISHARES TR

0.00%

Shares890

Event2026-03-31

Filed2026-04-17

ATLANTA BRAVES HLDGS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares233

Event2026-03-31

Filed2026-04-17

CBSH

COMMERCE BANCSHARES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

JETS

ETF SER SOLUTIONS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

ETY

EATON VANCE TAX-MANAGED DIVE

2.07%

Shares3.8K

Event2026-03-31

Filed2026-04-17

HLT

HILTON WORLDWIDE HLDGS INC

107.32%

Shares170

Event2026-03-31

Filed2026-04-17

IWY

ISHARES TR

0.00%

Shares207

Event2026-03-31

Filed2026-04-17

ICSH

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

GSK PLC

0.00%

Shares927

Event2026-03-31

Filed2026-04-17

SPSB

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

0.93%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

New

Shares468

Event2026-03-31

Filed2026-04-17

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP

56.52%

Shares72

Event2026-03-31

Filed2026-04-17

ITA

ISHARES TR

0.00%

Shares224

Event2026-03-31

Filed2026-04-17

BOEING CO

0.00%

Shares246

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

0.00%

Shares298

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

0.00%

Shares225

Event2026-03-31

Filed2026-04-17

IWO

ISHARES TR

-43.40%

Shares150

Event2026-03-31

Filed2026-04-17

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares238

Event2026-03-31

Filed2026-04-17

PAVE

GLOBAL X FDS

New

Shares925

Event2026-03-31

Filed2026-04-17

LTC

LTC PPTYS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

QABA

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares785

Event2026-03-31

Filed2026-04-17

VSCO

VICTORIAS SECRET AND CO

0.00%

Shares986

Event2026-03-31

Filed2026-04-17

USHY

ISHARES TR

12.01%

Shares1.2K

Event2026-03-31

Filed2026-04-17

MET

METLIFE INC

0.00%

Shares623

Event2026-03-31

Filed2026-04-17

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares107

Event2026-03-31

Filed2026-04-17

FXL

FIRST TR EXCHANGE-TRADED FD

17.09%

Shares274

Event2026-03-31

Filed2026-04-17

VLTO

VERALTO CORP

0.00%

Shares492

Event2026-03-31

Filed2026-04-17

GPN

GLOBAL PMTS INC

-2.00%

Shares637

Event2026-03-31

Filed2026-04-17

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares464

Event2026-03-31

Filed2026-04-17

URI

UNITED RENTALS INC

0.00%

Shares57

Event2026-03-31

Filed2026-04-17

NEM

NEWMONT CORP

0.00%

Shares381

Event2026-03-31

Filed2026-04-17

PYPL

PAYPAL HLDGS INC

40.62%

Shares907

Event2026-03-31

Filed2026-04-17

EXG

EATON VANCE TAX-MANAGED GLOB

2.14%

Shares4.7K

Event2026-03-31

Filed2026-04-17

XLC

SELECT SECTOR SPDR TR

-58.93%

Shares368

Event2026-03-31

Filed2026-04-17

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

WTW

WILLIS TOWERS WATSON PLC LTD

0.00%

Shares140

Event2026-03-31

Filed2026-04-17

FDP

FRESH DEL MONTE PRODUCE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

IVZ

INVESCO LTD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-17

WMB

WILLIAMS COS INC

449.00%

Shares549

Event2026-03-31

Filed2026-04-17

BROOKFIELD CORP

0.00%

Shares983

Event2026-03-31

Filed2026-04-17

IHE

ISHARES TR

0.00%

Shares450

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

7.19%

Shares164

Event2026-03-31

Filed2026-04-17

ASTS

AST SPACEMOBILE INC

72.22%

Shares465

Event2026-03-31

Filed2026-04-17

IJT

ISHARES TR

0.00%

Shares263

Event2026-03-31

Filed2026-04-17

OXY

OCCIDENTAL PETE CORP

89.58%

Shares582

Event2026-03-31

Filed2026-04-17

MTB

M & T BK CORP

0.00%

Shares180

Event2026-03-31

Filed2026-04-17

LINDE PLC

257.14%

Shares75

Event2026-03-31

Filed2026-04-17

FNY

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares404

Event2026-03-31

Filed2026-04-17

ONB

OLD NATL BANCORP IND

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

HYZD

WISDOMTREE TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-17

ADP

AUTOMATIC DATA PROCESSING IN

42.40%

Shares178

Event2026-03-31

Filed2026-04-17

CELH

CELSIUS HLDGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DRI

DARDEN RESTAURANTS INC

44.80%

Shares181

Event2026-03-31

Filed2026-04-17

BHRB

BURKE HERBERT FINL SVCS CORP

0.00%

Shares560

Event2026-03-31

Filed2026-04-17

SUNCOR ENERGY INC NEW

0.00%

Shares523

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

-21.47%

Shares245

Event2026-03-31

Filed2026-04-17

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares124

Event2026-03-31

Filed2026-04-17

ANGLOGOLD ASHANTI PLC

0.00%

Shares350

Event2026-03-31

Filed2026-04-17

SKT

TANGER INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

KROGER CO

0.00%

Shares469

Event2026-03-31

Filed2026-04-17

MFC

MANULIFE FINL CORP

0.00%

Shares984

Event2026-03-31

Filed2026-04-17

CTAS

CINTAS CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

VTWO

VANGUARD SCOTTSDALE FDS

-3.19%

Shares334

Event2026-03-31

Filed2026-04-17

PLD

PROLOGIS INC.

160.42%

Shares250

Event2026-03-31

Filed2026-04-17

AFL

AFLAC INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-17

THE CIGNA GROUP

0.00%

Shares123

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares249

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

0.00%

Shares444

Event2026-03-31

Filed2026-04-17

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares94

Event2026-03-31

Filed2026-04-17

LNC

LINCOLN NATL CORP IND

0.00%

Shares913

Event2026-03-31

Filed2026-04-17

PHM

PULTE GROUP INC

158.49%

Shares274

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

0.00%

Shares512

Event2026-03-31

Filed2026-04-17

DRAFTKINGS INC NEW

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

MSI

MOTOROLA SOLUTIONS INC

217.39%

Shares73

Event2026-03-31

Filed2026-04-17

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares490

Event2026-03-31

Filed2026-04-17

MCK

MCKESSON CORP

28.57%

Shares36

Event2026-03-31

Filed2026-04-17

TECK

TECK RESOURCES LTD

-14.29%

Shares600

Event2026-03-31

Filed2026-04-17

CGCB

CAPITAL GRP FIXED INCM ETF T

37.62%

Shares1.2K

Event2026-03-31

Filed2026-04-17

NVT

NVENT ELEC PLC

29.00%

Shares258

Event2026-03-31

Filed2026-04-17

IWR

ISHARES TR

0.00%

Shares312

Event2026-03-31

Filed2026-04-17

INTU

INTUIT

75.00%

Shares70

Event2026-03-31

Filed2026-04-17

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares620

Event2026-03-31

Filed2026-04-17

EXPD

EXPEDITORS INTL WASH INC

0.00%

Shares210

Event2026-03-31

Filed2026-04-17

DTM

DT MIDSTREAM INC

0.00%

Shares220

Event2026-03-31

Filed2026-04-17

IBB

ISHARES TR

0.00%

Shares175

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares355

Event2026-03-31

Filed2026-04-17

SHW

SHERWIN WILLIAMS CO

0.00%

Shares90

Event2026-03-31

Filed2026-04-17

CORZ

CORE SCIENTIFIC INC NEW

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

ARW

ARROW ELECTRS INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

PGR

PROGRESSIVE CORP

700.00%

Shares144

Event2026-03-31

Filed2026-04-17

CAH

CARDINAL HEALTH INC

0.00%

Shares135

Event2026-03-31

Filed2026-04-17

STAG

STAG INDUSTRIAL INC

0.00%

Shares790

Event2026-03-31

Filed2026-04-17

GLDM

WORLD GOLD TR

236.67%

Shares303

Event2026-03-31

Filed2026-04-17

MMM

3M CO

0.00%

Shares189

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP

New

Shares216

Event2026-03-31

Filed2026-04-17

VOE

VANGUARD INDEX FDS

0.00%

Shares148

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares383

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

0.00%

Shares246

Event2026-03-31

Filed2026-04-17

IEUR

ISHARES TR

0.00%

Shares381

Event2026-03-31

Filed2026-04-17

NLR

VANECK ETF TRUST

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

SPPP

SPROTT ASSET MANAGEMENT LP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

GRAYSCALE BITCOIN MINI TR ET

-28.19%

Shares879

Event2026-03-31

Filed2026-04-17

SAP

SAP SE

0.00%

Shares152

Event2026-03-31

Filed2026-04-17

QTUM

ETF SER SOLUTIONS

0.00%

Shares242

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

0.47%

Shares425

Event2026-03-31

Filed2026-04-17

HYLB

DBX ETF TR

0.00%

Shares718

Event2026-03-31

Filed2026-04-17

FTXN

FIRST TR EXCHANGE TRADED FD

0.00%

Shares666

Event2026-03-31

Filed2026-04-17

SSTK

SHUTTERSTOCK INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

TRV

TRAVELERS COMPANIES INC

145.71%

Shares86

Event2026-03-31

Filed2026-04-17

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares935

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares396

Event2026-03-31

Filed2026-04-17

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares125

Event2026-03-31

Filed2026-04-17

RSHO

TEMA ETF TRUST

0.00%

Shares490

Event2026-03-31

Filed2026-04-17

IWL

ISHARES TR

0.00%

Shares150

Event2026-03-31

Filed2026-04-17

AON PLC

0.00%

Shares74

Event2026-03-31

Filed2026-04-17

FORM

FORMFACTOR INC

10.41%

Shares244

Event2026-03-31

Filed2026-04-17

EQR

EQUITY RESIDENTIAL

0.00%

Shares400

Event2026-03-31

Filed2026-04-17

GLOBE LIFE INC

-43.33%

Shares170

Event2026-03-31

Filed2026-04-17

ARKK

ARK ETF TR

75.00%

Shares350

Event2026-03-31

Filed2026-04-17

DFUS

DIMENSIONAL ETF TRUST

-43.03%

Shares331

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORPORATION

-72.55%

Shares70

Event2026-03-31

Filed2026-04-17

LPX

LOUISIANA PAC CORP

259.09%

Shares316

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

New

Shares285

Event2026-03-31

Filed2026-04-17

OMC

OMNICOM GROUP INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-17

WTRG

ESSENTIAL UTILS INC

0.00%

Shares561

Event2026-03-31

Filed2026-04-17

HAE

HAEMONETICS CORP MASS

0.00%

Shares400

Event2026-03-31

Filed2026-04-17

FLO

FLOWERS FOODS INC

1.47%

Shares2.8K

Event2026-03-31

Filed2026-04-17

NOVAGOLD RESOURCES INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

RYAN

RYAN SPECIALTY HOLDINGS INC

0.00%

Shares665

Event2026-03-31

Filed2026-04-17

IBLC

ISHARES TR

3.54%

Shares614

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

11.70%

Shares105

Event2026-03-31

Filed2026-04-17

NTRS

NORTHERN TR CORP

0.00%

Shares160

Event2026-03-31

Filed2026-04-17

HTGC

HERCULES CAPITAL INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

RSPG

INVESCO EXCHANGE TRADED FD T

-48.72%

Shares200

Event2026-03-31

Filed2026-04-17

FFIN

FIRST FINL BANKSHARES INC

0.00%

Shares741

Event2026-03-31

Filed2026-04-17

CCJ

CAMECO CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

BKH

BLACK HILLS CORP

0.00%

Shares310

Event2026-03-31

Filed2026-04-17

SYY

SYSCO CORP

0.00%

Shares300

Event2026-03-31

Filed2026-04-17

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares107

Event2026-03-31

Filed2026-04-17

Call Option Holdings

SUPER MICRO COMPUTER INC Call CallSUPER MICRO COMPUTER INC500 sharesnew addition2026-03-312026-04-17

PATH Call CallUIPATH INC1.0K shares0.00%2026-03-312026-04-17

SUPER MICRO COMPUTER INC Call

SUPER MICRO COMPUTER INC

New

Shares500

Event2026-03-31

Filed2026-04-17

PATH Call

UIPATH INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

Put Option Holdings

UNM Put PutUNUM GROUP26.9K shares0.00%2026-03-312026-04-17

UNM Put

UNUM GROUP

0.00%

Shares26.9K

Event2026-03-31

Filed2026-04-17