Sponsored

The Analysis of IFG Advisory, LLC's Holdings & P&L

Currently, IFG Advisory, LLC holds 335 types of securities in its portfolio with a total value $34.9M. In the most recent quarter, they have increased their positions in CBSH (+108.4K shares, valued at $5.3M), DKL (+34.5K shares, valued at $1.7M), MPLX (+26.3K shares, valued at $1.5M); decreased their positions in SPY (-98.3K shares, valued at $63.9M), N/A (-87.7K shares, valued at $50.6M), VTI (-150.4K shares, valued at $48.3M); initiated new positions in CBSH (+108.4K shares, valued at $5.3M), DKL (+34.5K shares, valued at $1.7M), MPLX (+26.3K shares, valued at $1.5M).

1M P&L

+25.3M+1.13%

3M P&L

-111.2M-4.68%

HY P&L

+14.9M+0.66%

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

Top Holding Treemap

Top Industries by Value

1N/A1.5B

70.9%

2Semiconductors48.8M

2.3%

3Software - Infrastructure46.9M

2.2%

Top Industries by Stock Count

1N/A425 stocks

60.0%

2Banks - Regional24 stocks

3.4%

3Asset Management12 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CBSH COMMERCE BANCSHARES INC108.4K sharesnew addition2026-03-312026-05-12

DKL DELEK LOGISTICS PARTNERS LP34.5K sharesnew addition2026-03-312026-05-12

MPLX MPLX LP26.3K sharesnew addition2026-03-312026-05-12

BIP BROOKFIELD INFRASTRUCTURE PA40.3K sharesnew addition2026-03-312026-05-12

WES WESTERN MIDSTREAM PARTNERS L34.6K sharesnew addition2026-03-312026-05-12

ET ENERGY TRANSFER L P46.4K shares22.29%2026-03-312026-05-12

BUFF INNOVATOR ETFS TRUST16.6K sharesnew addition2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST18.2K shares-98.09%2026-03-312026-05-12

Sponsored

WOR WORTHINGTON ENTERPRISES INC12.0K sharesnew addition2026-03-312026-05-12

SUN SUNOCO LP/SUNOCO FIN CORP8.2K shares45.84%2026-03-312026-05-12

DFCF DIMENSIONAL ETF TRUST12.5K shares-91.44%2026-03-312026-05-12

NVDA NVIDIA CORPORATION2.7K shares-98.30%2026-03-312026-05-12

CAPL CROSSAMERICA PARTNERS LP19.2K sharesnew addition2026-03-312026-05-12

WS WORTHINGTON STL INC12.0K sharesnew addition2026-03-312026-05-12

AAPL APPLE INC1.3K shares-99.20%2026-03-312026-05-12

CAT CATERPILLAR INC472 shares-89.08%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC975 shares-94.70%2026-03-312026-05-12

DVY ISHARES TR1.6K shares-96.26%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST7.3K shares-98.83%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL511 shares-97.89%2026-03-312026-05-12

DFGP DIMENSIONAL ETF TRUST4.5K sharesnew addition2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST6.4K sharesnew addition2026-03-312026-05-12

DFIC DIMENSIONAL ETF TRUST6.6K sharesnew addition2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L6.0K shares-91.68%2026-03-312026-05-12

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F4.0K shares-85.53%2026-03-312026-05-12

BUFR FIRST TR EXCHNG TRADED FD VI6.1K shares-98.82%2026-03-312026-05-12

IYW ISHARES TR1.1K shares-94.97%2026-03-312026-05-12

OMFL INVESCO EXCH TRD SLF IDX FD3.3K shares-99.10%2026-03-312026-05-12

ABBV ABBVIE INC878 shares-97.85%2026-03-312026-05-12

TFLO ISHARES TR3.8K shares-88.79%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS3.8K shares-90.10%2026-03-312026-05-12

HYS PIMCO ETF TR2.0K shares-78.07%2026-03-312026-05-12

Sponsored

VUG VANGUARD INDEX FDS424 shares-98.52%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS308 shares-99.48%2026-03-312026-05-12

MSFT MICROSOFT CORP489 shares-98.90%2026-03-312026-05-12

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO3.4K shares-80.73%2026-03-312026-05-12

UTG REAVES UTIL INCOME FD4.6K sharesnew addition2026-03-312026-05-12

TRGP TARGA RES CORP695 shares-68.06%2026-03-312026-05-12

XMMO INVESCO EXCHANGE TRADED FD T1.2K shares-90.29%2026-03-312026-05-12

SO SOUTHERN CO1.8K shares-98.45%2026-03-312026-05-12

Sponsored

DFAU DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-03-312026-05-12

DIHP DIMENSIONAL ETF TRUST5.2K sharesnew addition2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR285 shares-99.68%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST4.1K shares-88.39%2026-03-312026-05-12

TCAF T ROWE PRICE ETF INC4.4K shares-98.72%2026-03-312026-05-12

TBUX T ROWE PRICE ETF INC3.2K sharesnew addition2026-03-312026-05-12

VGT VANGUARD WORLD FD218 shares-98.62%2026-03-312026-05-12

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD3.4K sharesnew addition2026-03-312026-05-12

Sponsored

BUFY FIRST TR EXCHNG TRADED FD VI6.7K sharesnew addition2026-03-312026-05-12

SEIE SEI EXCHANGE TRADED FUNDS4.5K sharesnew addition2026-03-312026-05-12

DUSB DIMENSIONAL ETF TRUST2.8K sharesnew addition2026-03-312026-05-12

DFSV DIMENSIONAL ETF TRUST4.1K shares-96.00%2026-03-312026-05-12

TJUL INNOVATOR ETFS TRUST4.8K sharesnew addition2026-03-312026-05-12

GLD SPDR GOLD TR328 shares-98.47%2026-03-312026-05-12

FQAL FIDELITY COVINGTON TRUST1.9K sharesnew addition2026-03-312026-05-12

IVV ISHARES TR214 shares-98.71%2026-03-312026-05-12

Sponsored

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO3.5K sharesnew addition2026-03-312026-05-12

TILT FLEXSHARES TR577 sharesnew addition2026-03-312026-05-12

FTC FIRST TR EXCHANGE-TRADED ALP899 shares-75.76%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS929 shares-99.57%2026-03-312026-05-12

GLW CORNING INC994 shares-90.46%2026-03-312026-05-12

BUFH FIRST TR EXCHNG TRADED FD VI6.5K sharesnew addition2026-03-312026-05-12

KO COCA COLA CO1.8K shares-96.10%2026-03-312026-05-12

DFGX DIMENSIONAL ETF TRUST2.5K sharesnew addition2026-03-312026-05-12

Sponsored

SEEM SEI EXCHANGE TRADED FUNDS4.1K sharesnew addition2026-03-312026-05-12

USMV ISHARES TR1.4K shares-96.22%2026-03-312026-05-12

CSX CSX CORP3.1K shares-68.31%2026-03-312026-05-12

BN BROOKFIELD CORP3.1K shares-60.13%2026-03-312026-05-12

ABT ABBOTT LABORATORIES1.1K shares-97.02%2026-03-312026-05-12

AMZN AMAZON COM INC560 shares-99.00%2026-03-312026-05-12

DISV DIMENSIONAL ETF TRUST2.8K shares-98.28%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST1.5K shares-98.03%2026-03-312026-05-12

Sponsored

PCEF INVESCO EXCH TRADED FD TR II5.7K sharesnew addition2026-03-312026-05-12

ICVT ISHARES TR1.1K sharesnew addition2026-03-312026-05-12

IWD ISHARES TR487 shares-93.60%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.4K shares-94.61%2026-03-312026-05-12

BUFG FIRST TR EXCHNG TRADED FD VI3.8K sharesnew addition2026-03-312026-05-12

AGNC AGNC INVT CORP10.0K shares-77.86%2026-03-312026-05-12

BSCQ INVESCO EXCH TRD SLF IDX FD5.1K sharesnew addition2026-03-312026-05-12

FDL FIRST TR EXCHANGE-TRADED FD1.9K shares-91.70%2026-03-312026-05-12

Sponsored

BKLN INVESCO EXCH TRADED FD TR II4.8K sharesnew addition2026-03-312026-05-12

BGH BARINGS GLOBAL SHORT DURATIO6.8K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION438 shares-97.39%2026-03-312026-05-12

DGCB DIMENSIONAL ETF TRUST1.7K sharesnew addition2026-03-312026-05-12

SIVR ABRDN SILVER ETF TRUST1.2K shares-95.76%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST2.6K shares-81.48%2026-03-312026-05-12

GSY INVESCO ACTIVELY MANAGED EXC1.8K sharesnew addition2026-03-312026-05-12

LMBS FIRST TR EXCHANGE-TRADED FD1.8K shares-80.04%2026-03-312026-05-12

Sponsored

VEA VANGUARD TAX-MANAGED FDS1.4K shares-95.59%2026-03-312026-05-12

MFC MANULIFE FINL CORP2.5K sharesnew addition2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T132 shares-99.87%2026-03-312026-05-12

GLP GLOBAL PARTNERS LP2.0K sharesnew addition2026-03-312026-05-12

ISD PGIM HIGH YIELD BOND FUND IN6.4K sharesnew addition2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC573 shares-98.96%2026-03-312026-05-12

BSCR INVESCO EXCH TRD SLF IDX FD4.2K sharesnew addition2026-03-312026-05-12

CWB SPDR SERIES TRUST900 sharesnew addition2026-03-312026-05-12

Sponsored

PBA PEMBINA PIPELINE CORP1.8K sharesnew addition2026-03-312026-05-12

BUFS FIRST TR EXCHNG TRADED FD VI3.4K sharesnew addition2026-03-312026-05-12

GTO INVESCO ACTIVELY MANAGED EXC1.7K shares-99.27%2026-03-312026-05-12

ETR ENTERGY CORP NEW680 shares-87.88%2026-03-312026-05-12

IDEV ISHARES TR910 sharesnew addition2026-03-312026-05-12

BOND PIMCO ETF TR822 shares-99.12%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW578 shares-98.63%2026-03-312026-05-12

MGV VANGUARD WORLD FD518 sharesnew addition2026-03-312026-05-12

Sponsored

IWF ISHARES TR175 shares-98.94%2026-03-312026-05-12

VDE VANGUARD WORLD FD424 shares-83.50%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR2.4K shares-99.22%2026-03-312026-05-12

CFG CITIZENS FINL GROUP INC1.2K shares-84.79%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP105 shares-72.00%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR2.3K sharesnew addition2026-03-312026-05-12

BUI BLACKROCK UTILS INFRASTRUCTU2.6K sharesnew addition2026-03-312026-05-12

ED CONSOLIDATED EDISON INC605 sharesnew addition2026-03-312026-05-12

Sponsored

DHY CREDIT SUISSE HIGH YIELD CRE35.4K sharesnew addition2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST1.9K sharesnew addition2026-03-312026-05-12

PDI PIMCO DYNAMIC INCOME FD3.7K shares-97.07%2026-03-312026-05-12

HPI HANCOCK JOHN PFD INCOME FD4.0K sharesnew addition2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T327 shares-92.70%2026-03-312026-05-12

BSCS INVESCO EXCH TRD SLF IDX FD3.0K sharesnew addition2026-03-312026-05-12

BUFZ FIRST TR EXCHNG TRADED FD VI2.4K sharesnew addition2026-03-312026-05-12

BROADCOM INC BROADCOM INC200 shares-99.64%2026-03-312026-05-12

Sponsored

KNGZ FIRST TR EXCHANGE TRADED FD1.7K sharesnew addition2026-03-312026-05-12

BMO BANK MONTREAL MEDIUM450 shares-93.92%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GROUP750 sharesnew addition2026-03-312026-05-12

FAX ABRDN ASIA PACIFIC INCOME FU4.0K sharesnew addition2026-03-312026-05-12

DFIP DIMENSIONAL ETF TRUST1.4K sharesnew addition2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD495 shares-95.86%2026-03-312026-05-12

FNX FIRST TR EXCHANGE-TRADED ALP415 sharesnew addition2026-03-312026-05-12

O REALTY INCOME CORP868 shares-96.86%2026-03-312026-05-12

Sponsored

SHEL SHELL PLC566 sharesnew addition2026-03-312026-05-12

JBHT HUNT J B TRANS SVCS INC247 sharesnew addition2026-03-312026-05-12

WMS ADVANCED DRAIN SYS INC DEL380 sharesnew addition2026-03-312026-05-12

SPHY SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-05-12

DRLL EA SERIES TRUST1.3K shares-93.32%2026-03-312026-05-12

FSK FS KKR CAP CORP5.0K shares-94.74%2026-03-312026-05-12

FE FIRSTENERGY CORP988 sharesnew addition2026-03-312026-05-12

BSJQ INVESCO EXCH TRD SLF IDX FD2.1K sharesnew addition2026-03-312026-05-12

Sponsored

BSJR INVESCO EXCH TRD SLF IDX FD2.1K sharesnew addition2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR1.6K shares-97.34%2026-03-312026-05-12

EIM EATON VANCE MUN BD FD4.7K sharesnew addition2026-03-312026-05-12

AFL AFLAC INC416 shares-99.20%2026-03-312026-05-12

RSPT INVESCO EXCHANGE TRADED FD T1.0K shares-82.54%2026-03-312026-05-12

AMAT APPLIED MATLS INC131 shares-99.65%2026-03-312026-05-12

PREF PRINCIPAL EXCHANGE TRADED FD2.3K sharesnew addition2026-03-312026-05-12

VRT VERTIV HOLDINGS CO170 sharesnew addition2026-03-312026-05-12

Sponsored

BNDX VANGUARD CHARLOTTE FDS841 shares-93.53%2026-03-312026-05-12

DEHP DIMENSIONAL ETF TRUST1.2K sharesnew addition2026-03-312026-05-12

BSCT INVESCO EXCH TRD SLF IDX FD2.1K sharesnew addition2026-03-312026-05-12

BNS BANK NOVA SCOTIA B C550 sharesnew addition2026-03-312026-05-12

DFEV DIMENSIONAL ETF TRUST1.1K sharesnew addition2026-03-312026-05-12

BND VANGUARD BD INDEX FDS490 shares-93.22%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F665 shares-95.16%2026-03-312026-05-12

ALPHABET INC ALPHABET INC124 shares-99.61%2026-03-312026-05-12

Sponsored

DFAS DIMENSIONAL ETF TRUST500 shares-97.08%2026-03-312026-05-12

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD2.1K shares-98.43%2026-03-312026-05-12

INTC INTEL CORP767 shares-94.96%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC576 sharesnew addition2026-03-312026-05-12

SLV ISHARES SILVER TR485 shares-98.50%2026-03-312026-05-12

PG PROCTER & GAMBLE CO223 shares-98.88%2026-03-312026-05-12

KJAN INNOVATOR ETFS TRUST770 sharesnew addition2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO100 sharesnew addition2026-03-312026-05-12

Sponsored

SFLR INNOVATOR ETFS TRUST900 sharesnew addition2026-03-312026-05-12

META META PLATFORMS INC55 shares-99.42%2026-03-312026-05-12

GUT GABELLI UTIL TR5.1K sharesnew addition2026-03-312026-05-12

FTWO EA SERIES TRUST680 sharesnew addition2026-03-312026-05-12

TFC TRUIST FINL CORP656 shares-98.19%2026-03-312026-05-12

SPSB SPDR SERIES TRUST1.0K shares-96.49%2026-03-312026-05-12

FTEC FIDELITY COVINGTON TRUST144 sharesnew addition2026-03-312026-05-12

YYY AMPLIFY ETF TR2.7K sharesnew addition2026-03-312026-05-12

Sponsored

IEMG ISHARES INC428 shares-99.78%2026-03-312026-05-12

STWD STARWOOD PPTY TR INC1.7K sharesnew addition2026-03-312026-05-12

NUKZ EXCHANGE TRADED CONCEPTS TRU450 sharesnew addition2026-03-312026-05-12

HTGC HERCULES CAPITAL INC2.0K sharesnew addition2026-03-312026-05-12

UNILEVER PLC UNILEVER PLC516 shares-87.47%2026-03-312026-05-12

ZJUL INNOVATOR ETFS TRUST1.0K sharesnew addition2026-03-312026-05-12

T AT&T INC1.0K shares-97.70%2026-03-312026-05-12

KEY KEYCORP1.4K sharesnew addition2026-03-312026-05-12

Sponsored

CHY CALAMOS CONV & HIGH INCOME F2.6K sharesnew addition2026-03-312026-05-12

JNJ JOHNSON & JOHNSON115 shares-99.72%2026-03-312026-05-12

PIM PUTNAM MASTER INTER INCOME T8.5K sharesnew addition2026-03-312026-05-12

VWOB VANGUARD WHITEHALL FDS420 sharesnew addition2026-03-312026-05-12

DSL DOUBLELINE INCOME SOLUTIONS2.5K sharesnew addition2026-03-312026-05-12

EAD ALLSPRING INCOME OPPORTUNIT4.0K sharesnew addition2026-03-312026-05-12

EMLC VANECK ETF TRUST1.0K shares-93.25%2026-03-312026-05-12

IAPR INNOVATOR ETFS TRUST800 sharesnew addition2026-03-312026-05-12

Sponsored

IWM ISHARES TR102 shares-99.72%2026-03-312026-05-12

NZF NUVEEN MUN CR INCOME FD2.0K sharesnew addition2026-03-312026-05-12

VTV VANGUARD INDEX FDS127 shares-99.84%2026-03-312026-05-12

QTUM ETF SER SOLUTIONS230 shares-96.16%2026-03-312026-05-12

IBB ISHARES TR139 shares-98.78%2026-03-312026-05-12

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC1.0K sharesnew addition2026-03-312026-05-12

VSAT VIASAT INC500 sharesnew addition2026-03-312026-05-12

ERC ALLSPRING MULTI SECTOR INCOM2.5K sharesnew addition2026-03-312026-05-12

Sponsored

EMR EMERSON ELEC CO170 shares-97.49%2026-03-312026-05-12

BUFQ FIRST TR EXCHNG TRADED FD VI620 shares-99.47%2026-03-312026-05-12

GHI GREYSTONE HOUSING IMPACT INV4.4K sharesnew addition2026-03-312026-05-12

DFGR DIMENSIONAL ETF TRUST808 sharesnew addition2026-03-312026-05-12

MCR MFS CHARTER INCOME TR3.5K sharesnew addition2026-03-312026-05-12

TPLC TIMOTHY PLAN450 sharesnew addition2026-03-312026-05-12

R RYDER SYS INC101 sharesnew addition2026-03-312026-05-12

NBH NEUBERGER MUN FD INC2.0K sharesnew addition2026-03-312026-05-12

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD216 shares-99.92%2026-03-312026-05-12

AOR ISHARES TR300 shares-99.29%2026-03-312026-05-12

RTX RTX CORPORATION100 shares-99.71%2026-03-312026-05-12

RING ISHARES INC244 sharesnew addition2026-03-312026-05-12

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF430 sharesnew addition2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC158 shares-99.36%2026-03-312026-05-12

VB VANGUARD INDEX FDS72 shares-97.87%2026-03-312026-05-12

GAB GABELLI EQUITY TR INC3.3K shares-88.29%2026-03-312026-05-12

Sponsored

BKR BAKER HUGHES COMPANY300 shares-95.23%2026-03-312026-05-12

VBR VANGUARD INDEX FDS84 shares-98.06%2026-03-312026-05-12

WDC WESTERN DIGITAL CORP66 sharesnew addition2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS225 shares-99.68%2026-03-312026-05-12

NBSD NEUBERGER BERMAN ETF TRUST341 sharesnew addition2026-03-312026-05-12

NML NEUBERGER ENGY INFRSTR & INC1.6K shares-97.98%2026-03-312026-05-12

FLC FLAHERTY & CRUMRINE TOTAL RE1.0K sharesnew addition2026-03-312026-05-12

IJUL INNOVATOR ETFS TRUST500 sharesnew addition2026-03-312026-05-12

Sponsored

TER TERADYNE INC56 sharesnew addition2026-03-312026-05-12

FYX FIRST TR EXCHANGE-TRADED ALP137 shares-99.32%2026-03-312026-05-12

SILA SILA REALTY TRUST INC674 sharesnew addition2026-03-312026-05-12

FNDB SCHWAB STRATEGIC TR569 sharesnew addition2026-03-312026-05-12

MTZ MASTEC INC48 sharesnew addition2026-03-312026-05-12

HYLS FIRST TR EXCHANGE-TRADED FD380 sharesnew addition2026-03-312026-05-12

TRP TC ENERGY CORP245 sharesnew addition2026-03-312026-05-12

VBK VANGUARD INDEX FDS50 shares-97.52%2026-03-312026-05-12

Sponsored

TBIL RBB FD INC301 shares-99.84%2026-03-312026-05-12

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN709 shares-92.70%2026-03-312026-05-12

UCON FIRST TR EXCHNG TRADED FD VI600 sharesnew addition2026-03-312026-05-12

SHLD GLOBAL X FDS200 shares-96.43%2026-03-312026-05-12

FDN FIRST TR EXCHANGE-TRADED FD60 shares-99.49%2026-03-312026-05-12

TPHD TIMOTHY PLAN331 sharesnew addition2026-03-312026-05-12

ZOCT INNOVATOR ETFS TRUST500 sharesnew addition2026-03-312026-05-12

ASTS AST SPACEMOBILE INC160 sharesnew addition2026-03-312026-05-12

Sponsored

SPYM SPDR SERIES TRUST171 shares-99.94%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR145 shares-99.36%2026-03-312026-05-12

APOC INNOVATOR ETFS TRUST500 sharesnew addition2026-03-312026-05-12

TIP ISHARES TR114 shares-96.01%2026-03-312026-05-12

KLAC KLA CORP8 sharesnew addition2026-03-312026-05-12

FCEF FIRST TR EXCHNG TRADED FD VI518 sharesnew addition2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP54 shares-97.67%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR400 shares-98.24%2026-03-312026-05-12

Sponsored

DFIV DIMENSIONAL ETF TRUST200 sharesnew addition2026-03-312026-05-12

TEVA TEVA PHARMACEUTICAL INDS LTD350 sharesnew addition2026-03-312026-05-12

VMBS VANGUARD SCOTTSDALE FDS223 sharesnew addition2026-03-312026-05-12

PFLD ETF SER SOLUTIONS533 sharesnew addition2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS132 shares-96.65%2026-03-312026-05-12

IQI INVESCO QUALITY MUN INCOME T1.1K sharesnew addition2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST205 shares-99.24%2026-03-312026-05-12

BLV VANGUARD BD INDEX FDS144 sharesnew addition2026-03-312026-05-12

Sponsored

PWR QUANTA SVCS INC18 sharesnew addition2026-03-312026-05-12

EEMV ISHARES INC151 shares-96.29%2026-03-312026-05-12

SCHO SCHWAB STRATEGIC TR400 sharesnew addition2026-03-312026-05-12

UTF COHEN & STEERS INFRASTRUCTUR375 shares-98.27%2026-03-312026-05-12

EOCT INNOVATOR ETFS TRUST300 sharesnew addition2026-03-312026-05-12

SMH VANECK ETF TRUST25 shares-99.74%2026-03-312026-05-12

ARCC ARES CAPITAL CORP526 shares-98.53%2026-03-312026-05-12

SPYG SPDR SERIES TRUST96 shares-99.95%2026-03-312026-05-12

Sponsored

XOM EXXON MOBIL CORP55 shares-99.93%2026-03-312026-05-12

VTI VANGUARD INDEX FDS29 shares-99.98%2026-03-312026-05-12

NEE NEXTERA ENERGY INC98 shares-99.68%2026-03-312026-05-12

LNG CHENIERE ENERGY INC31 sharesnew addition2026-03-312026-05-12

MPWR MONOLITHIC PWR SYS INC8 sharesnew addition2026-03-312026-05-12

VIS VANGUARD WORLD FD28 shares-97.18%2026-03-312026-05-12

GEV GE VERNOVA INC10 shares-98.12%2026-03-312026-05-12

FIXD FIRST TR EXCHNG TRADED FD VI200 shares-99.44%2026-03-312026-05-12

Sponsored

PRU PRUDENTIAL FINL INC89 shares-95.41%2026-03-312026-05-12

FDT FIRST TR EXCH TRD ALPHDX FD100 shares-97.78%2026-03-312026-05-12

BSJS INVESCO EXCH TRD SLF IDX FD400 shares-97.55%2026-03-312026-05-12

MOAT VANECK ETF TRUST89 sharesnew addition2026-03-312026-05-12

CF CF INDUSTRIES HOLD66 sharesnew addition2026-03-312026-05-12

BSCU INVESCO EXCH TRD SLF IDX FD500 sharesnew addition2026-03-312026-05-12

KSCP KNIGHTSCOPE INC2.0K sharesnew addition2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC164 shares-99.88%2026-03-312026-05-12

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL21 shares-99.54%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP13 shares-99.31%2026-03-312026-05-12

EBAY EBAY INC.86 sharesnew addition2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC20 shares-99.68%2026-03-312026-05-12

FENI FIDELITY COVINGTON TRUST204 sharesnew addition2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC75 shares-99.32%2026-03-312026-05-12

PAYX PAYCHEX INC80 shares-97.60%2026-03-312026-05-12

MCD MCDONALDS CORP23 shares-99.61%2026-03-312026-05-12

Sponsored

NJUL INNOVATOR ETFS TRUST100 sharesnew addition2026-03-312026-05-12

AOA ISHARES TR79 shares-98.89%2026-03-312026-05-12

VVV VALVOLINE INC207 sharesnew addition2026-03-312026-05-12

JMEE J P MORGAN EXCHANGE TRADED F103 shares-99.26%2026-03-312026-05-12

JAJL INNOVATOR ETFS TRUST235 sharesnew addition2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC33 shares-99.56%2026-03-312026-05-12

TSLA TESLA INC18 shares-99.86%2026-03-312026-05-12

IJAN INNOVATOR ETFS TRUST177 sharesnew addition2026-03-312026-05-12

Sponsored

KJUL INNOVATOR ETFS TRUST200 sharesnew addition2026-03-312026-05-12

VODAFONE GROUP PLC VODAFONE GROUP PLC422 sharesnew addition2026-03-312026-05-12

HAL HALLIBURTON CO158 sharesnew addition2026-03-312026-05-12

WMT WALMART INC45 shares-99.96%2026-03-312026-05-12

NJAN INNOVATOR ETFS TRUST100 sharesnew addition2026-03-312026-05-12

EJAN INNOVATOR ETFS TRUST150 sharesnew addition2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR44 shares-98.04%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS96 shares-99.86%2026-03-312026-05-12

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD100 shares-99.97%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP60 sharesnew addition2026-03-312026-05-12

CIEN CIENA CORP10 shares-99.61%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC23 sharesnew addition2026-03-312026-05-12

SHOC EA SERIES TRUST50 sharesnew addition2026-03-312026-05-12

AOM ISHARES TR70 sharesnew addition2026-03-312026-05-12

SPPP SPROTT ASSET MANAGEMENT LP200 sharesnew addition2026-03-312026-05-12

EQX EQUINOX GOLD CORP191 sharesnew addition2026-03-312026-05-12

Sponsored

DFSD DIMENSIONAL ETF TRUST57 sharesnew addition2026-03-312026-05-12

NRG NRG ENERGY INC18 sharesnew addition2026-03-312026-05-12

FTSL FIRST TR EXCHANGE-TRADED FD53 shares-98.99%2026-03-312026-05-12

IGPT INVESCO EXCHANGE TRADED FD T40 shares-99.54%2026-03-312026-05-12

PFE PFIZER INC75 shares-99.77%2026-03-312026-05-12

VLO VALERO ENERGY CORP8 sharesnew addition2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC72 shares-99.30%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 403 shares-99.93%2026-03-312026-05-12

Sponsored

MGK VANGUARD WORLD FD5 shares-99.47%2026-03-312026-05-12

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC80 sharesnew addition2026-03-312026-05-12

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV116 sharesnew addition2026-03-312026-05-12

STXK EA SERIES TRUST50 sharesnew addition2026-03-312026-05-12

OGE OGE ENERGY CORP32 sharesnew addition2026-03-312026-05-12

QALT SEI EXCHANGE TRADED FUNDS60 sharesnew addition2026-03-312026-05-12

SPYV SPDR SERIES TRUST24 shares-99.99%2026-03-312026-05-12

HYLB DBX ETF TR36 sharesnew addition2026-03-312026-05-12

Sponsored

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC25 sharesnew addition2026-03-312026-05-12

VO VANGUARD INDEX FDS4 shares-99.92%2026-03-312026-05-12

OKLO OKLO INC22 shares-99.37%2026-03-312026-05-12

BWXT BWX TECHNOLOGIES INC4 sharesnew addition2026-03-312026-05-12

WFC WELLS FARGO & CO8 shares-99.73%2026-03-312026-05-12

IPO RENAISSANCE CAP GREENWICH FD15 sharesnew addition2026-03-312026-05-12

FLR FLUOR CORP9 sharesnew addition2026-03-312026-05-12

SMR NUSCALE PWR CORP25 sharesnew addition2026-03-312026-05-12

Sponsored

ONL ORION PROPERTIES INC69 sharesnew addition2026-03-312026-05-12

DJT TRUMP MEDIA & TECHNOLOGY GRO10 sharesnew addition2026-03-312026-05-12

BARK BARK INC100 sharesnew addition2026-03-312026-05-12

RIVN RIVIAN AUTOMOTIVE INC2 sharesnew addition2026-03-312026-05-12

GABELLI EQUITY TR INC GABELLI EQUITY TR INC3.3K sharesnew addition2026-03-312026-05-12

BLACKROCK UTILS INFRASTRUCTU BLACKROCK UTILS INFRASTRUCTU2.6K sharesnew addition2026-03-312026-05-12

TCPC BLACKROCK TCP CAPITAL CORP1 sharesnew addition2026-03-312026-05-12

CBSH

COMMERCE BANCSHARES INC

New

Shares108.4K

Event2026-03-31

Filed2026-05-12

DKL

DELEK LOGISTICS PARTNERS LP

New

Shares34.5K

Event2026-03-31

Filed2026-05-12

MPLX

MPLX LP

New

Shares26.3K

Event2026-03-31

Filed2026-05-12

BIP

BROOKFIELD INFRASTRUCTURE PA

New

Shares40.3K

Event2026-03-31

Filed2026-05-12

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares34.6K

Event2026-03-31

Filed2026-05-12

ENERGY TRANSFER L P

22.29%

Shares46.4K

Event2026-03-31

Filed2026-05-12

BUFF

INNOVATOR ETFS TRUST

New

Shares16.6K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

-98.09%

Shares18.2K

Event2026-03-31

Filed2026-05-12

WOR

WORTHINGTON ENTERPRISES INC

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

SUN

SUNOCO LP/SUNOCO FIN CORP

45.84%

Shares8.2K

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL ETF TRUST

-91.44%

Shares12.5K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-98.30%

Shares2.7K

Event2026-03-31

Filed2026-05-12

CAPL

CROSSAMERICA PARTNERS LP

New

Shares19.2K

Event2026-03-31

Filed2026-05-12

WORTHINGTON STL INC

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-99.20%

Shares1.3K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-89.08%

Shares472

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-94.70%

Shares975

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

-96.26%

Shares1.6K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL ETF TRUST

-98.83%

Shares7.3K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-97.89%

Shares511

Event2026-03-31

Filed2026-05-12

DFGP

DIMENSIONAL ETF TRUST

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

DUHP

DIMENSIONAL ETF TRUST

New

Shares6.4K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL ETF TRUST

New

Shares6.6K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

-91.68%

Shares6.0K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

-85.53%

Shares4.0K

Event2026-03-31

Filed2026-05-12

BUFR

FIRST TR EXCHNG TRADED FD VI

-98.82%

Shares6.1K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

-94.97%

Shares1.1K

Event2026-03-31

Filed2026-05-12

OMFL

INVESCO EXCH TRD SLF IDX FD

-99.10%

Shares3.3K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-97.85%

Shares878

Event2026-03-31

Filed2026-05-12

TFLO

ISHARES TR

-88.79%

Shares3.8K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

-90.10%

Shares3.8K

Event2026-03-31

Filed2026-05-12

HYS

PIMCO ETF TR

-78.07%

Shares2.0K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-98.52%

Shares424

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-99.48%

Shares308

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-98.90%

Shares489

Event2026-03-31

Filed2026-05-12

PROFESIONALLY MANAGED PORTFO

-80.73%

Shares3.4K

Event2026-03-31

Filed2026-05-12

UTG

REAVES UTIL INCOME FD

New

Shares4.6K

Event2026-03-31

Filed2026-05-12

TRGP

TARGA RES CORP

-68.06%

Shares695

Event2026-03-31

Filed2026-05-12

XMMO

INVESCO EXCHANGE TRADED FD T

-90.29%

Shares1.2K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

-98.45%

Shares1.8K

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL ETF TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-05-12

DIHP

DIMENSIONAL ETF TRUST

New

Shares5.2K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-99.68%

Shares285

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

-88.39%

Shares4.1K

Event2026-03-31

Filed2026-05-12

TCAF

T ROWE PRICE ETF INC

-98.72%

Shares4.4K

Event2026-03-31

Filed2026-05-12

TBUX

T ROWE PRICE ETF INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

-98.62%

Shares218

Event2026-03-31

Filed2026-05-12

BROOKFIELD ASSET MANAGMT LTD

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

BUFY

FIRST TR EXCHNG TRADED FD VI

New

Shares6.7K

Event2026-03-31

Filed2026-05-12

SEIE

SEI EXCHANGE TRADED FUNDS

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

DUSB

DIMENSIONAL ETF TRUST

New

Shares2.8K

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL ETF TRUST

-96.00%

Shares4.1K

Event2026-03-31

Filed2026-05-12

TJUL

INNOVATOR ETFS TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-98.47%

Shares328

Event2026-03-31

Filed2026-05-12

FQAL

FIDELITY COVINGTON TRUST

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-98.71%

Shares214

Event2026-03-31

Filed2026-05-12

BROOKFIELD INFRASTRUCTURE CO

New

Shares3.5K

Event2026-03-31

Filed2026-05-12

TILT

FLEXSHARES TR

New

Shares577

Event2026-03-31

Filed2026-05-12

FTC

FIRST TR EXCHANGE-TRADED ALP

-75.76%

Shares899

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

-99.57%

Shares929

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

-90.46%

Shares994

Event2026-03-31

Filed2026-05-12

BUFH

FIRST TR EXCHNG TRADED FD VI

New

Shares6.5K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-96.10%

Shares1.8K

Event2026-03-31

Filed2026-05-12

DFGX

DIMENSIONAL ETF TRUST

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

SEEM

SEI EXCHANGE TRADED FUNDS

New

Shares4.1K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

-96.22%

Shares1.4K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

-68.31%

Shares3.1K

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP

-60.13%

Shares3.1K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

-97.02%

Shares1.1K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-99.00%

Shares560

Event2026-03-31

Filed2026-05-12

DISV

DIMENSIONAL ETF TRUST

-98.28%

Shares2.8K

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

-98.03%

Shares1.5K

Event2026-03-31

Filed2026-05-12

PCEF

INVESCO EXCH TRADED FD TR II

New

Shares5.7K

Event2026-03-31

Filed2026-05-12

ICVT

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

-93.60%

Shares487

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

-94.61%

Shares1.4K

Event2026-03-31

Filed2026-05-12

BUFG

FIRST TR EXCHNG TRADED FD VI

New

Shares3.8K

Event2026-03-31

Filed2026-05-12

AGNC

AGNC INVT CORP

-77.86%

Shares10.0K

Event2026-03-31

Filed2026-05-12

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares5.1K

Event2026-03-31

Filed2026-05-12

FDL

FIRST TR EXCHANGE-TRADED FD

-91.70%

Shares1.9K

Event2026-03-31

Filed2026-05-12

BKLN

INVESCO EXCH TRADED FD TR II

New

Shares4.8K

Event2026-03-31

Filed2026-05-12

BGH

BARINGS GLOBAL SHORT DURATIO

New

Shares6.8K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-97.39%

Shares438

Event2026-03-31

Filed2026-05-12

DGCB

DIMENSIONAL ETF TRUST

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

SIVR

ABRDN SILVER ETF TRUST

-95.76%

Shares1.2K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

-81.48%

Shares2.6K

Event2026-03-31

Filed2026-05-12

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

LMBS

FIRST TR EXCHANGE-TRADED FD

-80.04%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-95.59%

Shares1.4K

Event2026-03-31

Filed2026-05-12

MFC

MANULIFE FINL CORP

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-99.87%

Shares132

Event2026-03-31

Filed2026-05-12

GLP

GLOBAL PARTNERS LP

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

ISD

PGIM HIGH YIELD BOND FUND IN

New

Shares6.4K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

-98.96%

Shares573

Event2026-03-31

Filed2026-05-12

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares4.2K

Event2026-03-31

Filed2026-05-12

CWB

SPDR SERIES TRUST

New

Shares900

Event2026-03-31

Filed2026-05-12

PBA

PEMBINA PIPELINE CORP

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

BUFS

FIRST TR EXCHNG TRADED FD VI

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

GTO

INVESCO ACTIVELY MANAGED EXC

-99.27%

Shares1.7K

Event2026-03-31

Filed2026-05-12

ETR

ENTERGY CORP NEW

-87.88%

Shares680

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES TR

New

Shares910

Event2026-03-31

Filed2026-05-12

BOND

PIMCO ETF TR

-99.12%

Shares822

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

-98.63%

Shares578

Event2026-03-31

Filed2026-05-12

MGV

VANGUARD WORLD FD

New

Shares518

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

-98.94%

Shares175

Event2026-03-31

Filed2026-05-12

VDE

VANGUARD WORLD FD

-83.50%

Shares424

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-99.22%

Shares2.4K

Event2026-03-31

Filed2026-05-12

CFG

CITIZENS FINL GROUP INC

-84.79%

Shares1.2K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

-72.00%

Shares105

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

BUI

BLACKROCK UTILS INFRASTRUCTU

New

Shares2.6K

Event2026-03-31

Filed2026-05-12

CONSOLIDATED EDISON INC

New

Shares605

Event2026-03-31

Filed2026-05-12

DHY

CREDIT SUISSE HIGH YIELD CRE

New

Shares35.4K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL ETF TRUST

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

PDI

PIMCO DYNAMIC INCOME FD

-97.07%

Shares3.7K

Event2026-03-31

Filed2026-05-12

HPI

HANCOCK JOHN PFD INCOME FD

New

Shares4.0K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

-92.70%

Shares327

Event2026-03-31

Filed2026-05-12

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares3.0K

Event2026-03-31

Filed2026-05-12

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares2.4K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-99.64%

Shares200

Event2026-03-31

Filed2026-05-12

KNGZ

FIRST TR EXCHANGE TRADED FD

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

BMO

BANK MONTREAL MEDIUM

-93.92%

Shares450

Event2026-03-31

Filed2026-05-12

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares750

Event2026-03-31

Filed2026-05-12

FAX

ABRDN ASIA PACIFIC INCOME FU

New

Shares4.0K

Event2026-03-31

Filed2026-05-12

DFIP

DIMENSIONAL ETF TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-05-12

AIRR

FIRST TR EXCHANGE TRADED FD

-95.86%

Shares495

Event2026-03-31

Filed2026-05-12

FNX

FIRST TR EXCHANGE-TRADED ALP

New

Shares415

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

-96.86%

Shares868

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC

New

Shares566

Event2026-03-31

Filed2026-05-12

JBHT

HUNT J B TRANS SVCS INC

New

Shares247

Event2026-03-31

Filed2026-05-12

WMS

ADVANCED DRAIN SYS INC DEL

New

Shares380

Event2026-03-31

Filed2026-05-12

SPHY

SPDR SERIES TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

DRLL

EA SERIES TRUST

-93.32%

Shares1.3K

Event2026-03-31

Filed2026-05-12

FSK

FS KKR CAP CORP

-94.74%

Shares5.0K

Event2026-03-31

Filed2026-05-12

FIRSTENERGY CORP

New

Shares988

Event2026-03-31

Filed2026-05-12

BSJQ

INVESCO EXCH TRD SLF IDX FD

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

BSJR

INVESCO EXCH TRD SLF IDX FD

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-97.34%

Shares1.6K

Event2026-03-31

Filed2026-05-12

EIM

EATON VANCE MUN BD FD

New

Shares4.7K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

-99.20%

Shares416

Event2026-03-31

Filed2026-05-12

RSPT

INVESCO EXCHANGE TRADED FD T

-82.54%

Shares1.0K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-99.65%

Shares131

Event2026-03-31

Filed2026-05-12

PREF

PRINCIPAL EXCHANGE TRADED FD

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO

New

Shares170

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

-93.53%

Shares841

Event2026-03-31

Filed2026-05-12

DEHP

DIMENSIONAL ETF TRUST

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

BNS

BANK NOVA SCOTIA B C

New

Shares550

Event2026-03-31

Filed2026-05-12

DFEV

DIMENSIONAL ETF TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

-93.22%

Shares490

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

-95.16%

Shares665

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-99.61%

Shares124

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

-97.08%

Shares500

Event2026-03-31

Filed2026-05-12

BLUEROCK PVT REAL ESTATE FD

-98.43%

Shares2.1K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

-94.96%

Shares767

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

New

Shares576

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TR

-98.50%

Shares485

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-98.88%

Shares223

Event2026-03-31

Filed2026-05-12

KJAN

INNOVATOR ETFS TRUST

New

Shares770

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO

New

Shares100

Event2026-03-31

Filed2026-05-12

SFLR

INNOVATOR ETFS TRUST

New

Shares900

Event2026-03-31

Filed2026-05-12