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The Analysis of Independence Bank of Kentucky's Holdings & P&L

Currently, Independence Bank of Kentucky holds 589 types of securities in its portfolio with a total value $887.6M. In the most recent quarter, they have increased their positions in N/A (+29.0K shares, valued at $3.2M), IWF (+24.8K shares, valued at $3.1M), AVDE (+27.3K shares, valued at $2.4M); decreased their positions in N/A (-3.6K shares, valued at $2.7M), AMD (-3.0K shares, valued at $1.7M), MU (-1.4K shares, valued at $1.6M); initiated new positions in N/A (+29.0K shares, valued at $3.2M), TDG (+180 shares, valued at $239.8K), VRSN (+330 shares, valued at $83.0K).

1M P&L

-13.5M-2.17%

3M P&L

+22.0M+3.75%

HY P&L

+57.2M+10.35%

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/A189.1M

30.3%

2Semiconductors54.4M

8.7%

3Software - Infrastructure38.0M

6.1%

Top Industries by Stock Count

1N/A180 stocks

34.2%

2Banks - Regional17 stocks

3.2%

3Banks - Diversified12 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

S&P 500 Tr UTS Unit 1 Ser S&P 500 Tr UTS Unit 1 Ser126.9K shares-2.78%2026-06-302026-07-13

AAPL Apple Incorporated114.0K shares-1.80%2026-06-302026-07-13

MSFT Microsoft Corp83.3K shares2.97%2026-06-302026-07-13

JP Morgan Chase & Co JP Morgan Chase & Co92.8K shares-0.36%2026-06-302026-07-13

GOOGL Alphabet Inc Class A85.0K shares0.58%2026-06-302026-07-13

NVDA Nvidia Corp Common141.7K shares5.62%2026-06-302026-07-13

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF62.9K shares0.31%2026-06-302026-07-13

AMZN Amazon Com Inc96.1K shares3.38%2026-06-302026-07-13

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AVDE Avantis International Equity ETF209.0K shares15.02%2026-06-302026-07-13

LLY Lilly Eli & Co14.4K shares0.47%2026-06-302026-07-13

VRT Vertiv Holdings Co Cl A45.8K shares-3.94%2026-06-302026-07-13

EFA Ishares Tr MSCI EAFE Index127.6K shares-0.83%2026-06-302026-07-13

VOO Vanguard S&P 500 Index ETF19.3K shares2.07%2026-06-302026-07-13

AMD Advanced Micro Devices Inc20.5K shares-12.82%2026-06-302026-07-13

Visa Inc Visa Inc31.0K shares-0.66%2026-06-302026-07-13

Meta Platform, Inc. Meta Platform, Inc.18.2K shares0.86%2026-06-302026-07-13

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JNJ Johnson & Johnson39.5K shares-0.74%2026-06-302026-07-13

IWR Ishares Russell Midcap Index85.7K shares-3.98%2026-06-302026-07-13

Abbvie Inc Com Abbvie Inc Com34.0K shares13.80%2026-06-302026-07-13

IWM Russell 2000 Index Fund27.7K shares1.67%2026-06-302026-07-13

Broadcom Inc Broadcom Inc21.2K shares2.67%2026-06-302026-07-13

ASML ASML Holding NV4.0K shares-13.98%2026-06-302026-07-13

AVEM Avantis Emerging Markets Equity ETF81.2K shares39.29%2026-06-302026-07-13

MU Micron Technology Inc Common6.7K shares-17.47%2026-06-302026-07-13

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PG Procter & Gamble Co52.5K shares-2.02%2026-06-302026-07-13

CVX Chevron Corporation40.5K shares-1.02%2026-06-302026-07-13

OEF Ishares S&P 100 Index Fund ETF17.7K shares-0.17%2026-06-302026-07-13

VYM Vanguard High Dividend Yield ETF40.7K shares-1.39%2026-06-302026-07-13

Netflix Inc Common Netflix Inc Common88.1K shares47.79%2026-06-302026-07-13

QQQ Invesco QQQ Tr Unit Ser 18.4K shares-1.93%2026-06-302026-07-13

HD Home Depot Inc17.6K shares-2.42%2026-06-302026-07-13

USMV iShares MSCI USA Min Vol Factor ETF63.9K shares0.57%2026-06-302026-07-13

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WMT Wal Mart Inc52.4K shares-1.01%2026-06-302026-07-13

GOOG Alphabet Inc Class C15.7K shares-1.35%2026-06-302026-07-13

Exxon Mobil Corp Exxon Mobil Corp39.9K shares-1.33%2026-06-302026-07-13

Ishares Tr Core S&P 500 ETF Ishares Tr Core S&P 500 ETF7.2K shares-1.00%2026-06-302026-07-13

PEP Pepsico Inc37.4K shares-1.08%2026-06-302026-07-13

Oracle Corp Oracle Corp34.2K shares0.18%2026-06-302026-07-13

GNRC Generac Holdings Inc16.5K shares-1.33%2026-06-302026-07-13

EEM Ishares MSCI Emerging Mkts Index Fund69.1K shares-0.60%2026-06-302026-07-13

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BRK.B Berkshire Hathaway Inc Del Cl B New9.2K shares-0.48%2026-06-302026-07-13

S&P Global Inc Common S&P Global Inc Common10.9K shares-12.62%2026-06-302026-07-13

KO Coca Cola Co54.6K shares-1.62%2026-06-302026-07-13

Mastercard Inc Mastercard Inc8.2K shares4.41%2026-06-302026-07-13

PANW Palo Alto Networks Inc Common12.3K shares-9.92%2026-06-302026-07-13

Waste Management Inc New Waste Management Inc New18.3K shares-5.11%2026-06-302026-07-13

IWF Ishares Tr Russell 1000 Growth32.8K shares309.61%2026-06-302026-07-13

ADP Automatic Data Processing17.8K shares-0.39%2026-06-302026-07-13

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MRK Merck & Co Inc New Com30.7K shares-11.59%2026-06-302026-07-13

PM Philip Morris Int Inc21.1K shares-2.14%2026-06-302026-07-13

SDY SPDR S&P Dividend ETF24.5K shares0.00%2026-06-302026-07-13

DON Wisdomtree US Midcap Dividend Fund ETF65.1K shares0.12%2026-06-302026-07-13

Nextera Energy Inc Nextera Energy Inc41.4K shares-11.47%2026-06-302026-07-13

TJX TJX Companies Inc23.6K shares4.27%2026-06-302026-07-13

LOW Lowes Cos Inc16.1K shares4.34%2026-06-302026-07-13

Snowflake Inc. Class A Snowflake Inc. Class A13.9K shares4.31%2026-06-302026-07-13

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MDY Spdr State St Global Adv S&P Midcap 400 ETF4.8K shares0.00%2026-06-302026-07-13

Ishares Tr Core MSCI EAFE ETF Ishares Tr Core MSCI EAFE ETF33.7K shares6.11%2026-06-302026-07-13

Ares Management Corp Class A Ares Management Corp Class A29.0K sharesnew addition2026-06-302026-07-13

Costco Wholesale Corp Com Costco Wholesale Corp Com3.3K shares-1.56%2026-06-302026-07-13

Servicenow Inc Common Servicenow Inc Common30.6K shares100.47%2026-06-302026-07-13

Quanta Services, Inc. Quanta Services, Inc.4.1K shares-0.58%2026-06-302026-07-13

ETN Eaton Corporation PLC6.8K shares-4.79%2026-06-302026-07-13

MCD McDonalds Corp10.6K shares17.72%2026-06-302026-07-13

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BAC Bank of America Corporation49.9K shares0.11%2026-06-302026-07-13

United Health Group Inc United Health Group Inc6.8K shares-4.86%2026-06-302026-07-13

CAT Caterpillar Inc2.6K shares10.58%2026-06-302026-07-13

PNC PNC Financial Services Group11.3K shares-3.16%2026-06-302026-07-13

GLD SPDR Gold Tr7.5K shares9.09%2026-06-302026-07-13

GD General Dynamics Corp7.8K shares-2.64%2026-06-302026-07-13

ABT Abbott Labs29.5K shares-5.66%2026-06-302026-07-13

XLE Energy - SPDR Select Sector ETF49.6K shares0.85%2026-06-302026-07-13

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DVY iShares Select Dividend ETF15.6K shares0.00%2026-06-302026-07-13

WMB The Williams Co Inc32.6K shares12.59%2026-06-302026-07-13

USB US Bancorp Del39.4K shares-10.88%2026-06-302026-07-13

MDB MongoDB, Inc. - Class A7.0K shares6.91%2026-06-302026-07-13

SYY Sysco Corp27.9K shares-2.67%2026-06-302026-07-13

BLK Blackrock, Inc.2.4K shares0.17%2026-06-302026-07-13

MS Morgan Stanley10.9K shares-1.77%2026-06-302026-07-13

VRTX Vertex Pharmaceuticals Inc4.5K shares405.50%2026-06-302026-07-13

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SYK Stryker Corp7.1K shares-0.95%2026-06-302026-07-13

IWV Ishares Tr Russell 3000 ETF5.1K shares-6.58%2026-06-302026-07-13

TXN Texas Instruments Inc7.3K shares-3.80%2026-06-302026-07-13

MO Altria Group Inc30.1K shares-2.54%2026-06-302026-07-13

ICE Intercontinental Exchange Inc17.5K shares-0.59%2026-06-302026-07-13

APD Air Products and Chemicals7.3K shares0.05%2026-06-302026-07-13

Raytheon Technologies Corp Common Raytheon Technologies Corp Common11.3K shares33.15%2026-06-302026-07-13

AVUV Avantis US Small Cap Value ETF17.1K shares-4.12%2026-06-302026-07-13

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JMTG JPMorgan Mortgage-Backed Securities ETF41.9K shares-6.82%2026-06-302026-07-13

SOXX iShares Semiconductor ETF3.2K shares-1.45%2026-06-302026-07-13

RDDT Reddit Inc. Ordinary Shares - Class A11.7K shares10.42%2026-06-302026-07-13

C Citigroup Inc Com New14.4K shares-11.92%2026-06-302026-07-13

DIS Disney (Walt) Company20.9K shares-4.53%2026-06-302026-07-13

XLK Technology - SPDR Select Sector ETF10.5K shares-9.94%2026-06-302026-07-13

GEV GE Vernova Inc Com1.7K shares11.96%2026-06-302026-07-13

Spotify Technology SA Spotify Technology SA4.3K shares805.89%2026-06-302026-07-13

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UNP Union Pacific Corporation7.1K shares-4.38%2026-06-302026-07-13

GS Goldman Sachs Group Inc1.9K shares-4.26%2026-06-302026-07-13

CMI Cummins Inc2.6K shares-1.70%2026-06-302026-07-13

VB Vanguard Small Cap ETF6.0K shares-0.50%2026-06-302026-07-13

UPS United Parcel Service16.5K shares-5.31%2026-06-302026-07-13

MELI Mercadolibre Inc1.0K shares30.51%2026-06-302026-07-13

PAYX Paychex Inc17.8K shares0.42%2026-06-302026-07-13

COF Capital One Financial8.3K shares5.96%2026-06-302026-07-13

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FSLR First Solar Inc Common6.9K shares0.00%2026-06-302026-07-13

EFV Ishares MSCI EAFE Value Index Fund21.2K shares-1.49%2026-06-302026-07-13

Cisco Systems Inc Cisco Systems Inc13.4K shares-1.11%2026-06-302026-07-13

BSCV Invesco BulletShares 2031 Corp Bd ETF94.9K shares11.19%2026-06-302026-07-13

BSCW Invesco BulletShares 2032 Corp Bd ETF75.7K shares11.21%2026-06-302026-07-13

MDLZ Mondelez International Inc26.7K shares-4.89%2026-06-302026-07-13

VUG Vanguard Growth Vipers ETF17.7K shares491.45%2026-06-302026-07-13

UBER Uber Technologies Inc21.0K shares2.54%2026-06-302026-07-13

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PFE Pfizer Inc62.3K shares-3.32%2026-06-302026-07-13

Applied Materials Inc Applied Materials Inc2.0K shares-6.33%2026-06-302026-07-13

TMUS T-mobile US Inc Common8.6K shares-36.60%2026-06-302026-07-13

BSCX Invesco Bulletshares 2033 Corp Bd ETF67.9K shares17.49%2026-06-302026-07-13

Crowdstrike Holdings Inc Class A Crowdstrike Holdings Inc Class A1.9K shares-1.22%2026-06-302026-07-13

RSP Invesco S&P 500 Equal Weight ETF6.7K shares-1.62%2026-06-302026-07-13

QCOM Qualcomm Incorporated7.7K shares-0.97%2026-06-302026-07-13

BSCU Invesco BulletShares 2030 Corp Bd ETF84.8K shares10.20%2026-06-302026-07-13

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SMH VanEck Semiconductor ETF2.1K shares-13.13%2026-06-302026-07-13

DES Wisdomtree US Smallcap Dividend Fund ETF33.5K shares-6.17%2026-06-302026-07-13

EXPE Expedia Group Inc5.3K shares0.61%2026-06-302026-07-13

DE Deere & Company2.1K shares-0.33%2026-06-302026-07-13

3M Company 3M Company8.2K shares-2.37%2026-06-302026-07-13

TFC Truist Financial Corp Common26.1K shares-1.43%2026-06-302026-07-13

TMO Thermo Fisher Scientific Inc2.6K shares-16.21%2026-06-302026-07-13

VCSH Vanguard Short-Term Corp Index Fund16.4K shares-6.97%2026-06-302026-07-13

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VZ Verizon Communications Inc Usd 130.5K shares-0.49%2026-06-302026-07-13

VCIT Vanguard Intermediate-Term Corp Bond Index ETF15.6K shares-9.56%2026-06-302026-07-13

IEMG Ishares Inc Core MSCI Emerging Mkts ETF15.4K shares2.46%2026-06-302026-07-13

IVW Ishares Trust S&P 500 Growth ETF9.1K shares1641.33%2026-06-302026-07-13

MUB Ishares Tr Natl Mun Bd ETF Fund11.6K shares0.00%2026-06-302026-07-13

BSCT Invesco BulletShares 2029 Corp Bd ETF67.2K shares7.21%2026-06-302026-07-13

CRM Salesforce Common Inc8.0K shares-31.13%2026-06-302026-07-13

NVS Novartis AG Spons ADR7.9K shares-2.47%2026-06-302026-07-13

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ITW Illinois Tool Works Inc4.5K shares-0.98%2026-06-302026-07-13

BSCS Invesco BulletShares 2028 Corp Bd ETF59.1K shares5.13%2026-06-302026-07-13

NSC Norfolk Southn Corp3.8K shares-0.78%2026-06-302026-07-13

MRVL Marvell Technology Inc Common4.0K shares-22.40%2026-06-302026-07-13

BSCR Invesco BulletShares 2027 Corp Bd ETF59.7K shares5.31%2026-06-302026-07-13

IBM International Business Machs4.0K shares0.00%2026-06-302026-07-13

IWB Ishares Russell 1000 Index2.8K shares491.88%2026-06-302026-07-13

CSX CSX Corp23.3K shares-7.14%2026-06-302026-07-13

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EQT EQT Corporation20.7K shares32.04%2026-06-302026-07-13

SHEL Shell PLC Common14.2K shares-0.85%2026-06-302026-07-13

ATO Atmos Energy Corp6.2K shares-0.40%2026-06-302026-07-13

LMT Lockheed Martin Corp2.1K shares-15.08%2026-06-302026-07-13

SYBT Stock Yards Bancorp Inc Corp Common13.7K shares-8.16%2026-06-302026-07-13

XLI Industrials - SPDR Select Sector ETF5.6K shares-10.98%2026-06-302026-07-13

FLUT Flutter Entertainment PLC10.1K shares-44.00%2026-06-302026-07-13

GE GE Aerospace Com New2.7K shares-0.44%2026-06-302026-07-13

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VNQ Vanguard Real Estate ETF10.4K shares-10.28%2026-06-302026-07-13

AMGN Amgen Inc2.7K shares0.00%2026-06-302026-07-13

IWD Ishares Tr Russell 1000 Val4.0K shares0.00%2026-06-302026-07-13

PLD Prologis Inc Common7.1K shares-1.33%2026-06-302026-07-13

FANG Diamondback Energy Inc Common5.2K shares-2.14%2026-06-302026-07-13

COKE Coca-Cola Consolidated Inc4.8K shares-13.64%2026-06-302026-07-13

VEA Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF12.6K shares-1.64%2026-06-302026-07-13

SCZ Ishares Tr MSCI EAFE Small Cap ETF10.8K shares0.00%2026-06-302026-07-13

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SBUX Starbucks Corporation8.5K shares-4.74%2026-06-302026-07-13

TGT Target Corp6.6K shares-12.55%2026-06-302026-07-13

IJJ Ishares Tr S&P Mid Cap 400 Value ETF5.8K shares0.00%2026-06-302026-07-13

COP Conocophillips8.1K shares-3.68%2026-06-302026-07-13

SCHW Schwab Charles Corp New Common9.1K shares-4.57%2026-06-302026-07-13

VO Vanguard Mid Cap ETF10.4K shares322.02%2026-06-302026-07-13

EQIX Equinix Inc REIT796 shares-37.42%2026-06-302026-07-13

VGLT Vanguard Gov't Long-Term Treasury ETF14.8K shares-3.90%2026-06-302026-07-13

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BSCY Invesco Bulletshares 2034 Corp Bd ETF39.5K shares35.38%2026-06-302026-07-13

YUM Yum Brands Inc Common5.0K shares-17.68%2026-06-302026-07-13

FDX FedEx Corporation2.5K shares-4.01%2026-06-302026-07-13

Accenture PLC Accenture PLC6.3K shares2.12%2026-06-302026-07-13

TSM Taiwan Semicondutor Mfg1.6K shares-4.42%2026-06-302026-07-13

QUAL Ishares Msci USA Quality Factor ETF3.5K shares0.00%2026-06-302026-07-13

ADI Analog Devices Inc Corp Com1.9K shares-1.92%2026-06-302026-07-13

CHDN Churchill Downs Inc8.3K shares-11.17%2026-06-302026-07-13

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DHR Danaher Corp3.9K shares-25.89%2026-06-302026-07-13

XLV Health Care - SPDR Select Sector ETF4.6K shares-1.28%2026-06-302026-07-13

MLM Martin Marietta Materials Inc1.3K shares44.06%2026-06-302026-07-13

VXUS Vanguard Total International Stock Index ETF8.4K shares-11.54%2026-06-302026-07-13

DUK Duke Energy Corp New5.5K shares-0.50%2026-06-302026-07-13

BA Boeing Company3.2K shares183.83%2026-06-302026-07-13

IDU Ishares DJ US Utilities Sctr6.0K shares-2.11%2026-06-302026-07-13

Cloudflare Inc Class A Common Cloudflare Inc Class A Common2.8K shares-7.45%2026-06-302026-07-13

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IRM Iron Mountain Inc5.4K shares-11.84%2026-06-302026-07-13

TTWO Take-Two Interactive Software Inc2.7K shares106.75%2026-06-302026-07-13

Palantir Technologies Inc. Class A Palantir Technologies Inc. Class A5.7K shares75.60%2026-06-302026-07-13

EFG Ishares MSCI EAFE Growth Index Fund5.3K shares0.00%2026-06-302026-07-13

CL Colgate Palmolive Co7.1K shares-1.38%2026-06-302026-07-13

MPC Marathon Petroleum Corp2.6K shares0.00%2026-06-302026-07-13

CM Canadian Imperial Bank Common5.6K shares0.00%2026-06-302026-07-13

CAH Cardinal Health Inc2.7K shares0.00%2026-06-302026-07-13

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VLO Valero Energy Corp2.5K shares-3.58%2026-06-302026-07-13

CEG Constellation Energy Corp Common2.6K shares13.17%2026-06-302026-07-13

HUM Humana Inc1.6K shares0.00%2026-06-302026-07-13

NKE Nike Inc Cl B15.1K shares-0.72%2026-06-302026-07-13

EMR Emerson Electric Company4.3K shares-0.89%2026-06-302026-07-13

VIG Vanguard Div Appreciation ETF2.6K shares-22.32%2026-06-302026-07-13

EXE Expand Energy Corp6.6K shares-13.56%2026-06-302026-07-13

BSCZ Invesco Bulletshares 2035 Corp Bd ETF29.0K shares65.42%2026-06-302026-07-13

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CP Canadian Pacific Kansas City Ltd Corp6.8K shares-15.89%2026-06-302026-07-13

ALL Allstate Corp2.5K shares-9.35%2026-06-302026-07-13

HSY The Hershey Company3.3K shares27.87%2026-06-302026-07-13

LIN Linde PLC Corp1.1K shares-2.87%2026-06-302026-07-13

IYW iShares U.S. Technology ETF2.3K shares0.00%2026-06-302026-07-13

SHW Sherwin-Williams Co1.6K shares-41.51%2026-06-302026-07-13

ISRG Intuitive Surgical Inc Corp1.4K shares4.29%2026-06-302026-07-13

PFF Ishares Trust Pfd & Income Securities ETF17.8K shares-23.61%2026-06-302026-07-13

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BSCQ Invesco BulletShares 2026 Corp Bd ETF27.4K shares-1.08%2026-06-302026-07-13

IAU Ishares Gold Trust New ETF6.6K shares633.56%2026-06-302026-07-13

BP BP P.L.C.13.5K shares-2.18%2026-06-302026-07-13

PSX Phillips 66 Com2.9K shares-9.35%2026-06-302026-07-13

F Ford Motor Co35.6K shares0.00%2026-06-302026-07-13

Abrdn ETF Physical Gold Shares Abrdn ETF Physical Gold Shares12.9K shares0.00%2026-06-302026-07-13

BF.B Brown Forman Corp Class B18.5K shares-2.29%2026-06-302026-07-13

SLB Schlumberger LTD10.6K shares15.78%2026-06-302026-07-13

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Amerprise Financial Amerprise Financial1.1K shares-0.56%2026-06-302026-07-13

IWO Ishares Russell 2000 Growth ETF1.2K shares3.40%2026-06-302026-07-13

UL Unilever PLC ADR7.8K shares-2.21%2026-06-302026-07-13

LQD iShares iBoxx Invst Gr Corp Bd ETF4.3K shares0.00%2026-06-302026-07-13

Chubb Limited, Zuerich Chubb Limited, Zuerich1.4K shares-13.48%2026-06-302026-07-13

XLRE Real Estate - Select Sector ETF10.2K shares1.49%2026-06-302026-07-13

BMY Bristol Myers Squibb Co7.8K shares-11.42%2026-06-302026-07-13

IJK Ishares Tr S&P Midcap 400 Growth ETF3.8K shares0.00%2026-06-302026-07-13

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IJH Ishares Tr Core S&P Mid-Cap ETF5.6K shares-8.87%2026-06-302026-07-13

XLF Financials - SPDR Select Sector ETF8.0K shares0.63%2026-06-302026-07-13

CI Cigna Corp Common1.5K shares2.56%2026-06-302026-07-13

Southern Company Southern Company4.3K shares1.52%2026-06-302026-07-13

CATH S&P 500 Catholic Values ETF4.5K shares-26.99%2026-06-302026-07-13

CVS CVS Health Corporation3.8K shares-1.37%2026-06-302026-07-13

AMT American Tower REIT2.4K shares-28.79%2026-06-302026-07-13

MKC McCormick & Co Inc Common Non Vtg7.6K shares8.95%2026-06-302026-07-13

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LRCX Lam Research Corp885 shares-2.75%2026-06-302026-07-13

BSX Boston Scientific Corp8.9K shares-3.75%2026-06-302026-07-13

DLR Digital Rlty Tr Inc REIT2.1K shares0.00%2026-06-302026-07-13

STT State St Corp2.2K shares0.00%2026-06-302026-07-13

Medtronic PLC Medtronic PLC4.8K shares-2.26%2026-06-302026-07-13

ELV Elevance Health, Inc.959 shares-7.61%2026-06-302026-07-13

IWP iShares Russell Mid Cap Growth ETF2.5K shares-3.39%2026-06-302026-07-13

Suncor Energy Inc New Suncor Energy Inc New6.8K shares-2.84%2026-06-302026-07-13

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TSLA Tesla Inc839 shares-0.83%2026-06-302026-07-13

IWN Ishares Russell 2000 Val Ind1.6K shares0.00%2026-06-302026-07-13

MCO Moody's Corp.750 shares-3.23%2026-06-302026-07-13

SPGP Invesco S&P 500 Garp ETF2.7K shares0.00%2026-06-302026-07-13

XLB Materials - SPDR Select Sector ETF6.5K shares5.19%2026-06-302026-07-13

DEO Diageo PLC New Spons ADR4.1K shares-0.39%2026-06-302026-07-13

IVE Ishares S&P 500 Value ETF1.4K shares0.00%2026-06-302026-07-13

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CTAS Cintas Corp1.8K shares0.00%2026-06-302026-07-13

VGT Vanguard Information Technology ETF2.3K shares700.00%2026-06-302026-07-13

IJR Ishares S&P Small Cap 600 Index Fund1.9K shares-2.48%2026-06-302026-07-13

AXP American Express Company810 shares-1.94%2026-06-302026-07-13

KR Kroger Company4.9K shares0.00%2026-06-302026-07-13

NRG NRG Energy Inc1.8K shares0.00%2026-06-302026-07-13

AEP American Electric Power Co2.0K shares-0.10%2026-06-302026-07-13

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KMI Kinder Morgan Inc Del8.3K shares5.38%2026-06-302026-07-13

FI Fiserv, Inc Common5.4K shares-65.49%2026-06-302026-07-13

T AT&T Inc12.5K shares-7.65%2026-06-302026-07-13

VEU Vanguard Ftse All World Ex US Index Fund ETF3.1K shares0.00%2026-06-302026-07-13

SRE Sempra Energy2.8K shares-3.48%2026-06-302026-07-13

Utilities - SPDR Select Sector ETF Utilities - SPDR Select Sector ETF5.7K shares7.18%2026-06-302026-07-13

CARR Carrier Global Corp Common3.5K shares0.00%2026-06-302026-07-13

BR Broadridge Finl Solutions Inc Common1.8K shares0.00%2026-06-302026-07-13

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ENB Enbridge Inc Common4.6K shares0.00%2026-06-302026-07-13

SPYG SPDR Portfolio S&P 500 Growth ETF2.1K shares0.00%2026-06-302026-07-13

SPSM SPDR Portfolio Small Cap ETF4.2K shares0.00%2026-06-302026-07-13

GLW Corning Incorporated948 shares0.00%2026-06-302026-07-13

IQV Iqvia Holdings Inc.1.2K shares1.63%2026-06-302026-07-13

TDG Transdigm Group Inc180 sharesnew addition2026-06-302026-07-13

UBS UBS Group AG4.8K shares0.00%2026-06-302026-07-13

EW Edwards Lifesciences Corp Common2.5K shares0.00%2026-06-302026-07-13

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VWO Vanguard Ftse Emerging Market ETF3.8K shares0.00%2026-06-302026-07-13

IWS IShares Russell Mid-cap Value ETF1.4K shares-5.81%2026-06-302026-07-13

ITOT IShares Trust S&P 1500 Total US Stock Mkt ETF1.3K shares0.00%2026-06-302026-07-13

MNST Monster Beverage Corp2.2K shares0.00%2026-06-302026-07-13

XLY Consumer Discretionary - SPDR Select Sector ETF1.8K shares-2.41%2026-06-302026-07-13

IYM Ishares Tr DJ Basic Material1.2K shares0.43%2026-06-302026-07-13

SAP SAP SE ADR1.4K shares0.00%2026-06-302026-07-13

REGN Regeneron Pharmaceuticals Inc332 shares7.10%2026-06-302026-07-13

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SHOP Shopify Inc1.8K shares-2.70%2026-06-302026-07-13

OMC Omnicom Group Inc2.8K shares0.00%2026-06-302026-07-13

BBY Best Buy Inc2.7K shares0.00%2026-06-302026-07-13

NFRA Flexshares Global Broad Infrastracture Common3.1K shares-8.08%2026-06-302026-07-13

KRE Spdr Ser Tr S&P Regl Bkg ETF2.7K shares0.00%2026-06-302026-07-13

EME Emcor Group Inc Common228 shares-13.96%2026-06-302026-07-13

ONB Old National Bancorp7.1K shares0.00%2026-06-302026-07-13

FTNT Fortinet Inc.1.2K shares-16.49%2026-06-302026-07-13

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EOG EOG Resources Inc Common1.4K shares-1.40%2026-06-302026-07-13

Ishares Tr Core U S Aggregate Bd ETF Ishares Tr Core U S Aggregate Bd ETF1.8K shares-24.22%2026-06-302026-07-13

ECL Ecolab Inc600 shares-7.69%2026-06-302026-07-13

GOVT Ishares US Treasury Bond ETF7.3K shares-4.75%2026-06-302026-07-13

VVV Valvoline Inc4.1K shares0.00%2026-06-302026-07-13

BF.A Brown Forman Corp Class A5.8K shares0.00%2026-06-302026-07-13

IGM Ishares Expanded Tech Sector ETF960 shares0.00%2026-06-302026-07-13

RPM RPM International Inc Common1.4K shares-9.68%2026-06-302026-07-13

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LNG Cheniere Energy Inc Common New650 shares-10.34%2026-06-302026-07-13

DVN Devon Energy Corporation New3.7K shares23.10%2026-06-302026-07-13

DWM Wisdomtree International Equity Fund Eqy ETF2.1K shares-13.87%2026-06-302026-07-13

AWK American Water Works Co Inc1.2K shares-59.49%2026-06-302026-07-13

VBK Vanguard Small-Cap Growth ETF412 shares-7.83%2026-06-302026-07-13

SNPS Synopsys, Inc Common337 shares0.00%2026-06-302026-07-13

SUB iShares National Muni Bond ETF1.4K shares0.00%2026-06-302026-07-13

IP International Paper3.8K shares-4.57%2026-06-302026-07-13

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ACWX Ishares Msci Acwi Ex US ETF1.9K shares0.00%2026-06-302026-07-13

VNOM Viper Energy Inc3.3K shares-3.62%2026-06-302026-07-13

IUSG iShares Core S&P U.S. Growth ETF750 shares0.00%2026-06-302026-07-13

SLV Ishares Silver Tr2.6K shares0.00%2026-06-302026-07-13

VCLT Vanguard Long-Term Corp Bond Index Fund1.8K shares-19.94%2026-06-302026-07-13

XLP Consumer Staples - SPDR Select Sector ETF1.7K shares-4.83%2026-06-302026-07-13

KLAC Kla-tencor Corp Common450 shares592.31%2026-06-302026-07-13

SYF Synchrony Finl Common1.8K shares0.00%2026-06-302026-07-13

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PPG PPG Industries Inc1.1K shares0.00%2026-06-302026-07-13

VFH Vanguard Financials ETF1.0K shares-13.04%2026-06-302026-07-13

SPYV SPDR Portfolio S&P 500 Value ETF2.2K shares0.00%2026-06-302026-07-13

DGRW Wisdomtree U.S. Quality Dividend Growth Fund ETF1.4K shares0.00%2026-06-302026-07-13

IVOO Vanguard S&P Mid-Cap 400 ETF948 shares0.00%2026-06-302026-07-13

AFL AFLAC Inc1.1K shares0.00%2026-06-302026-07-13

SE Sea LTD ADS Class A1.3K shares611.11%2026-06-302026-07-13

JEPI JP Morgan Premium Income ETF2.2K shares0.00%2026-06-302026-07-13

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Corteva Inc Com Corteva Inc Com1.4K shares0.00%2026-06-302026-07-13

MSI Motorola Solutions Inc Common New290 shares-9.38%2026-06-302026-07-13

APH Amphenol Corp Class A Com679 shares-10.54%2026-06-302026-07-13

Dominion Energy Inc Dominion Energy Inc1.7K shares-11.68%2026-06-302026-07-13

VTR Ventas1.3K shares0.00%2026-06-302026-07-13

EPD Enterprise Products Partners LP3.1K shares-45.89%2026-06-302026-07-13

DRI Darden Restaurants555 shares-4.31%2026-06-302026-07-13

ROK Rockwell Automation Inc230 shares-2.54%2026-06-302026-07-13

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DHS Wisdomtree US High Dividend Fund ETF1.0K shares0.00%2026-06-302026-07-13

GEHC GE Healthcare Technologies Inc1.8K shares0.00%2026-06-302026-07-13

EXPD Expeditors Intl Wash Inc689 shares-30.33%2026-06-302026-07-13

VMC Vulcan Materials Common379 shares10.17%2026-06-302026-07-13

SMMD iShares Russell 2500 ETF1.2K shares-11.93%2026-06-302026-07-13

Invesco National AMT-Free Municipal Bond ETF Invesco National AMT-Free Municipal Bond ETF4.6K shares0.00%2026-06-302026-07-13

WST West Pharmaceutical Services300 shares0.00%2026-06-302026-07-13

MBB Ishares Barclays Mbs Bond Fund ETF1.1K shares-6.61%2026-06-302026-07-13

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ITM VanEck Intermediate Muni ETF2.3K shares0.00%2026-06-302026-07-13

XLC Communication Services - SPDR Select Sector ETF989 shares-4.81%2026-06-302026-07-13

WFC Wells Fargo & Co New1.3K shares52.79%2026-06-302026-07-13

SPHQ Invesco S&P 500 Quality ETF1.1K shares0.00%2026-06-302026-07-13

Freeport-McMoran Inc Freeport-McMoran Inc1.5K shares0.00%2026-06-302026-07-13

RF Regions Financial Corp COM3.2K shares0.00%2026-06-302026-07-13

DKNG Draftkings Inc. Class A3.8K shares-32.81%2026-06-302026-07-13

Live Nation Entertainment Inc Corp Live Nation Entertainment Inc Corp525 shares-11.02%2026-06-302026-07-13

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ADSK Autodesk Inc492 shares0.00%2026-06-302026-07-13

FITB Fifth Third Bancorp1.7K shares0.00%2026-06-302026-07-13

EXC Exelon Corp2.0K shares0.00%2026-06-302026-07-13

GIS General Mills2.6K shares-4.59%2026-06-302026-07-13

BNS Bank of Nova Scotia1.0K shares0.00%2026-06-302026-07-13

ASH Ashland Global Hldgs1.3K shares-11.35%2026-06-302026-07-13

PGX Invesco Exchange Traded PFD II8.0K shares-59.10%2026-06-302026-07-13

MTUM iShares MSCI USA Momentum Factor ETF250 shares0.00%2026-06-302026-07-13

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RBCAA Republic Bancorp Inc Class A925 shares0.00%2026-06-302026-07-13

VRSN Verisign Inc330 sharesnew addition2026-06-302026-07-13

AHR American Healthcare REIT, Inc1.6K sharesnew addition2026-06-302026-07-13

GILD Gilead Sciences Inc650 shares0.00%2026-06-302026-07-13

AIVL Wisdomtree US Ai Enhanced Value Fund ETF625 shares0.00%2026-06-302026-07-13

FE Firstenergy Corp1.7K shares0.00%2026-06-302026-07-13

KMB Kimberly-Clark Corp740 shares-37.87%2026-06-302026-07-13

PGR Progressive Corp Common370 shares-3.90%2026-06-302026-07-13

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E.L.F. Beauty Inc E.L.F. Beauty Inc1.1K shares-84.27%2026-06-302026-07-13

INTC Intel Corporation560 shares0.00%2026-06-302026-07-13

CPRT Copart Inc2.8K shares-49.81%2026-06-302026-07-13

TTE TotalEnergies SE1.0K shares0.00%2026-06-302026-07-13

MSCI MSCI Inc.137 shares12.30%2026-06-302026-07-13

NVO Novo-nordisk A/S ADR1.6K shares-5.88%2026-06-302026-07-13

WEC Wec Energy Group Inc656 shares0.00%2026-06-302026-07-13

PH Parker Hannifin Corp Common78 shares-6.02%2026-06-302026-07-13

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Johnson Controls International PLC Shs Johnson Controls International PLC Shs522 shares-19.32%2026-06-302026-07-13

HRB H & R Block Inc.2.0K shares0.00%2026-06-302026-07-13

SPXL Direxion Daily S&P 500 Bull 3x Shares ETF275 shares0.00%2026-06-302026-07-13

MGY Magnolia Oil & Gas Corp Class A Common2.9K shares0.00%2026-06-302026-07-13

USIG Ishares Broad Usd Investment Gr Corp Bond ETF1.4K shares-9.56%2026-06-302026-07-13

GSK PLC New GSK PLC New1.3K shares0.00%2026-06-302026-07-13

PRU Prudential Financial644 shares0.00%2026-06-302026-07-13

CCI Crown Castle Intl Corp Common895 shares0.00%2026-06-302026-07-13

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VGIT Vanguard Intermediate-Term Treasury ETF1.1K shares0.00%2026-06-302026-07-13

DLTR Dollar Tree550 shares0.00%2026-06-302026-07-13

HLT Hilton Worldwide Holdings Inc.200 shares0.00%2026-06-302026-07-13

MMC Marsh & McLennan Cos Inc Common395 shares-44.44%2026-06-302026-07-13

PYPL Paypal Holdings Inc1.5K shares3.45%2026-06-302026-07-13

CWB SPDR Bloomberg Convertible Securities ETF600 shares0.00%2026-06-302026-07-13

BLV Vanguard Long-term Bond Index Fund ETF937 shares-9.64%2026-06-302026-07-13

VGK Vanguard Intl Equity Index Fund Ftse Europe ETF720 shares0.00%2026-06-302026-07-13

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WPC W P Carey Inc Common880 shares0.00%2026-06-302026-07-13

BX Blackstone Inc Common534 shares0.00%2026-06-302026-07-13

IBIT iShares Bitcoin Trust ETF1.8K shares-60.99%2026-06-302026-07-13

XME SPDR Series Trust Metals & Mining ETF545 shares0.00%2026-06-302026-07-13

Ulta Salon Cosmetics & Fragrance Inc Ulta Salon Cosmetics & Fragrance Inc126 shares-28.41%2026-06-302026-07-13

VONG Vanguard Russell 1000 Growth Index Etf441 shares-7.55%2026-06-302026-07-13

NEM Newmont Mining Corp (New)603 shares-8.64%2026-06-302026-07-13

BOOT Boot Barn Holdings, Inc330 shares17.86%2026-06-302026-07-13

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IDA Idacorp Inc357 shares0.00%2026-06-302026-07-13

LDOS Leidos Holdings Inc517 shares0.00%2026-06-302026-07-13

LEN Lennar Corp Class A584 shares0.00%2026-06-302026-07-13

IJT Ishares Trust S&P Small Capital 600 Growth ETF280 shares0.00%2026-06-302026-07-13

FBT First Tr Fund NYSE Arca Biotechnology Index Fd200 shares0.00%2026-06-302026-07-13

FBIN Fortune Brands Home & Security, Inc900 shares0.00%2026-06-302026-07-13

BDX Becton Dickinson & Co325 shares0.00%2026-06-302026-07-13

EVRG Evergy Inc556 shares0.00%2026-06-302026-07-13

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YUMC Yum China Holdings Inc1.2K shares-11.45%2026-06-302026-07-13

SOLS Solstice Advanced Materials Inc.529 shares-18.11%2026-06-302026-07-13

Microchip Tech Inc Microchip Tech Inc500 shares0.00%2026-06-302026-07-13

Aegon Ltd. New York Shares Aegon Ltd. New York Shares5.4K shares-22.86%2026-06-302026-07-13

IGSB Ishares Trust Corporate Bond ETF864 shares0.00%2026-06-302026-07-13

GUNR Flexshares Morningstar Global Natural Res ETF915 shares0.00%2026-06-302026-07-13

BKNG Booking Holdings Inc250 shares2400.00%2026-06-302026-07-13

JPMorgan NASDAQ Equity Premium Income ETF JPMorgan NASDAQ Equity Premium Income ETF720 shares0.00%2026-06-302026-07-13

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IJS Ishares S&P Small Cap 600 Value Index ETF318 shares0.00%2026-06-302026-07-13

TM Toyota Mtr Corp ADR 2250 shares0.00%2026-06-302026-07-13

DNP DNP Select Income FD Inc3.8K shares-47.57%2026-06-302026-07-13

CMCSA Comcast Corporation (New)1.7K shares-5.67%2026-06-302026-07-13

DOW Dow Inc Corp Common1.5K shares-1.08%2026-06-302026-07-13

BCE BCE Inc Common New1.9K shares0.00%2026-06-302026-07-13

DIA State Street SPDR Dow Jones Ind Avg ETF Tr75 shares-6.25%2026-06-302026-07-13

EQR Equity Residential Com Shs533 shares0.00%2026-06-302026-07-13

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JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF350 shares-5.15%2026-06-302026-07-13

VLUE Ishares Tr MSCI USA Value ETF176 shares0.00%2026-06-302026-07-13

ES Eversource Energy Corp Common485 shares0.00%2026-06-302026-07-13

TEVA Teva Pharmacuticals Industry1.0K shares0.00%2026-06-302026-07-13

TLH Ishares 10-20 Year Treasury Bond ETF336 shares0.00%2026-06-302026-07-13

QABA First Tr Nasdaq ABA Cmnty Bk Index Fund500 shares0.00%2026-06-302026-07-13

SCHH Schwab Strategic Tr ETF1.4K shares0.00%2026-06-302026-07-13

NDAQ Nasdaq Inc Corp425 shares0.00%2026-06-302026-07-13

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LHX L3harris Technologies Inc115 shares-8.00%2026-06-302026-07-13

VTV Vanguard Value Index Fund ETF152 shares0.00%2026-06-302026-07-13

BUD Anheuser Busch Inbev Sa/nv Sponsored ADR400 shares0.00%2026-06-302026-07-13

SCHC Schwab International Small-Cap Equity ETF684 shares0.00%2026-06-302026-07-13

HYD Vaneck High Yield Muni ETF635 shares0.00%2026-06-302026-07-13

MET Metlife Inc380 shares-24.75%2026-06-302026-07-13

SCHP Schwab US Tips ETF1.2K shares0.00%2026-06-302026-07-13

WAB Westinghouse Air Brake Technologies Corp Com117 shares-2.50%2026-06-302026-07-13

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NTRS Northern Trust Corp175 shares0.00%2026-06-302026-07-13

DGRO Ishares Core Dividend Growth ETF401 shares0.00%2026-06-302026-07-13

ALGN Align Technology Inc180 shares0.00%2026-06-302026-07-13

TFLO Blackrock Ishares Treasury Float Rate Bd ETF596 shares0.00%2026-06-302026-07-13

BOND Pimco Active Bond ETF325 shares0.00%2026-06-302026-07-13

VLTO Veralto Corp336 shares0.00%2026-06-302026-07-13

AAXJ Ishares MSCI All Country Asia Ex Japan ETF242 shares0.00%2026-06-302026-07-13

OTIS Otis Worldwide Corp Common401 shares0.00%2026-06-302026-07-13

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ZION Zions Bancorporation Common400 shares0.00%2026-06-302026-07-13

Adobe Systems Incorporated Delaware Adobe Systems Incorporated Delaware130 shares-74.31%2026-06-302026-07-13

WELL Welltower Inc Common116 shares-75.37%2026-06-302026-07-13

MMU Western Asset Managed Muns Fd Inc Common2.5K shares0.00%2026-06-302026-07-13

SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF545 shares0.00%2026-06-302026-07-13

TSN Tyson Foods Inc Class A450 shares0.00%2026-06-302026-07-13

FYLD Cambria Foreign Shareholder Yield ETF700 shares0.00%2026-06-302026-07-13

EYLD Cambria Emerging Shareholder Yield ETF550 shares-31.25%2026-06-302026-07-13

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PPL Corporation Corp Common PPL Corporation Corp Common670 shares0.00%2026-06-302026-07-13

VT Vanguard I Total World Stocketf155 shares0.00%2026-06-302026-07-13

Alps ETF Tr Alps ETF Tr460 shares0.00%2026-06-302026-07-13

Vanguard Russell 2000 Index ETF Vanguard Russell 2000 Index ETF193 shares0.00%2026-06-302026-07-13

BALL Ball Corp375 shares-11.76%2026-06-302026-07-13

ADM Archer Danels Midland300 shares0.00%2026-06-302026-07-13

VG Venture Global Inc. Ordinary Shares - Class A2.0K shares80.36%2026-06-302026-07-13

NUE Nucor Corp100 shares0.00%2026-06-302026-07-13

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SKYY First Trust Cloud Computing ETF165 shares0.00%2026-06-302026-07-13

CMG Chipotle Mexican Grill Inc Common648 shares-60.68%2026-06-302026-07-13

FSK FS KKR Capital Corp2.1K shares0.00%2026-06-302026-07-13

RDY Dr Reddy's Laboratories LTD ADR1.5K shares0.00%2026-06-302026-07-13

ZBH Zimmer Biomet Holdings Inc252 shares-79.48%2026-06-302026-07-13

BIIB Biogen Incorporated100 shares0.00%2026-06-302026-07-13

DGX Quest Diagnostics Inc100 shares-50.00%2026-06-302026-07-13

WAT Waters Corp56 shares0.00%2026-06-302026-07-13

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MAS Masco Corp Common252 shares0.00%2026-06-302026-07-13

MOAT VanEck Morningstar Wide Moat ETF196 shares0.00%2026-06-302026-07-13

EBAY Ebay Inc180 shares-52.63%2026-06-302026-07-13

NOBL Proshares S&P 500 Dividend Aristocrats ETF350 sharesnew addition2026-06-302026-07-13

TXRH Texas Roadhouse Inc100 shares0.00%2026-06-302026-07-13

JNK SPDR Bloomberg High Yield Bond ETF200 shares0.00%2026-06-302026-07-13

O Realty Income Corp Common300 shares-64.71%2026-06-302026-07-13

ANET Arista Networks Inc108 shares0.00%2026-06-302026-07-13

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IYH iShares U.S. Healthcare ETF270 shares0.00%2026-06-302026-07-13

SPYD SPDR Series Tr State St Port S&P 500 High Div ETF368 shares0.00%2026-06-302026-07-13

VOT Vanguard Mid-Cap Growth Index ETF55 shares0.00%2026-06-302026-07-13

WBD Warner Bros. Discovery Srs599 shares0.00%2026-06-302026-07-13

BNDX Vanguard Total International ETF316 shares0.00%2026-06-302026-07-13

CDNS Cadence Design Systems Inc Corp Common40 shares0.00%2026-06-302026-07-13

Zoetis Inc Class A Zoetis Inc Class A200 shares-16.67%2026-06-302026-07-13

XYZ Block Inc185 shares-7.50%2026-06-302026-07-13

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KVUE Kenvue Inc730 shares0.00%2026-06-302026-07-13

MAA Mid-America Apartment Com100 shares0.00%2026-06-302026-07-13

BTI British American Tobacco PLC ADR224 shares0.00%2026-06-302026-07-13

CME CME Group Inc Common60 shares0.00%2026-06-302026-07-13

INTU Intuit Inc.50 shares0.00%2026-06-302026-07-13

HSBC HSBC Holdings PLC ADR136 shares0.00%2026-06-302026-07-13

IYE iShares U.S. Energy ETF228 shares-22.18%2026-06-302026-07-13

CNC Centene Corp Del Common196 shares0.00%2026-06-302026-07-13

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IOO Ishares Trust Global 100 Etf90 shares0.00%2026-06-302026-07-13

HDB HDFC Bank Ltd ADR475 shares-5.00%2026-06-302026-07-13

ARK Innovation ETF ARK Innovation ETF150 shares0.00%2026-06-302026-07-13

CLX Clorox Co Calif125 shares0.00%2026-06-302026-07-13

GABC German American Bancorp Inc Common250 shares0.00%2026-06-302026-07-13

GM General Motors149 shares0.00%2026-06-302026-07-13

HLN Haleon PLC1.2K shares0.00%2026-06-302026-07-13

ET Energy Transfer LP600 shares200.00%2026-06-302026-07-13

Sponsored

IUSV Ishares Core S&P US Value ETF100 shares0.00%2026-06-302026-07-13

TIP Ishares Tips Bond ETF100 shares0.00%2026-06-302026-07-13

KDP Keurig Dr Pepper Inc326 shares0.00%2026-06-302026-07-13

GSAT Globalstar Inc.130 shares0.00%2026-06-302026-07-13

S&P 500 Tr UTS Unit 1 Ser

-2.78%

Shares126.9K

Event2026-06-30

Filed2026-07-13

AAPL

Apple Incorporated

-1.80%

Shares114.0K

Event2026-06-30

Filed2026-07-13

MSFT

Microsoft Corp

2.97%

Shares83.3K

Event2026-06-30

Filed2026-07-13

JP Morgan Chase & Co

-0.36%

Shares92.8K

Event2026-06-30

Filed2026-07-13

GOOGL

Alphabet Inc Class A

0.58%

Shares85.0K

Event2026-06-30

Filed2026-07-13

NVDA

Nvidia Corp Common

5.62%

Shares141.7K

Event2026-06-30

Filed2026-07-13

Vanguard Total Stock Market ETF

0.31%

Shares62.9K

Event2026-06-30

Filed2026-07-13

AMZN

Amazon Com Inc

3.38%

Shares96.1K

Event2026-06-30

Filed2026-07-13

AVDE

Avantis International Equity ETF

15.02%

Shares209.0K

Event2026-06-30

Filed2026-07-13

LLY

Lilly Eli & Co

0.47%

Shares14.4K

Event2026-06-30

Filed2026-07-13

VRT

Vertiv Holdings Co Cl A

-3.94%

Shares45.8K

Event2026-06-30

Filed2026-07-13

EFA

Ishares Tr MSCI EAFE Index

-0.83%

Shares127.6K

Event2026-06-30

Filed2026-07-13

VOO

Vanguard S&P 500 Index ETF

2.07%

Shares19.3K

Event2026-06-30

Filed2026-07-13

AMD

Advanced Micro Devices Inc

-12.82%

Shares20.5K

Event2026-06-30

Filed2026-07-13

Visa Inc

-0.66%

Shares31.0K

Event2026-06-30

Filed2026-07-13

Meta Platform, Inc.

0.86%

Shares18.2K

Event2026-06-30

Filed2026-07-13

JNJ

Johnson & Johnson

-0.74%

Shares39.5K

Event2026-06-30

Filed2026-07-13

IWR

Ishares Russell Midcap Index

-3.98%

Shares85.7K

Event2026-06-30

Filed2026-07-13

Abbvie Inc Com

13.80%

Shares34.0K

Event2026-06-30

Filed2026-07-13

IWM

Russell 2000 Index Fund

1.67%

Shares27.7K

Event2026-06-30

Filed2026-07-13

Broadcom Inc

2.67%

Shares21.2K

Event2026-06-30

Filed2026-07-13

ASML

ASML Holding NV

-13.98%

Shares4.0K

Event2026-06-30

Filed2026-07-13

AVEM

Avantis Emerging Markets Equity ETF

39.29%

Shares81.2K

Event2026-06-30

Filed2026-07-13

Micron Technology Inc Common

-17.47%

Shares6.7K

Event2026-06-30

Filed2026-07-13

Procter & Gamble Co

-2.02%

Shares52.5K

Event2026-06-30

Filed2026-07-13

CVX

Chevron Corporation

-1.02%

Shares40.5K

Event2026-06-30

Filed2026-07-13

OEF

Ishares S&P 100 Index Fund ETF

-0.17%

Shares17.7K

Event2026-06-30

Filed2026-07-13

VYM

Vanguard High Dividend Yield ETF

-1.39%

Shares40.7K

Event2026-06-30

Filed2026-07-13

Netflix Inc Common

47.79%

Shares88.1K

Event2026-06-30

Filed2026-07-13

QQQ

Invesco QQQ Tr Unit Ser 1

-1.93%

Shares8.4K

Event2026-06-30

Filed2026-07-13

Home Depot Inc

-2.42%

Shares17.6K

Event2026-06-30

Filed2026-07-13

USMV

iShares MSCI USA Min Vol Factor ETF

0.57%

Shares63.9K

Event2026-06-30

Filed2026-07-13

WMT

Wal Mart Inc

-1.01%

Shares52.4K

Event2026-06-30

Filed2026-07-13

GOOG

Alphabet Inc Class C

-1.35%

Shares15.7K

Event2026-06-30

Filed2026-07-13

Exxon Mobil Corp

-1.33%

Shares39.9K

Event2026-06-30

Filed2026-07-13

Ishares Tr Core S&P 500 ETF

-1.00%

Shares7.2K

Event2026-06-30

Filed2026-07-13

PEP

Pepsico Inc

-1.08%

Shares37.4K

Event2026-06-30

Filed2026-07-13

Oracle Corp

0.18%

Shares34.2K

Event2026-06-30

Filed2026-07-13

GNRC

Generac Holdings Inc

-1.33%

Shares16.5K

Event2026-06-30

Filed2026-07-13

EEM

Ishares MSCI Emerging Mkts Index Fund

-0.60%

Shares69.1K

Event2026-06-30

Filed2026-07-13

BRK.B

Berkshire Hathaway Inc Del Cl B New

-0.48%

Shares9.2K

Event2026-06-30

Filed2026-07-13

S&P Global Inc Common

-12.62%

Shares10.9K

Event2026-06-30

Filed2026-07-13

Coca Cola Co

-1.62%

Shares54.6K

Event2026-06-30

Filed2026-07-13

Mastercard Inc

4.41%

Shares8.2K

Event2026-06-30

Filed2026-07-13

PANW

Palo Alto Networks Inc Common

-9.92%

Shares12.3K

Event2026-06-30

Filed2026-07-13

Waste Management Inc New

-5.11%

Shares18.3K

Event2026-06-30

Filed2026-07-13

IWF

Ishares Tr Russell 1000 Growth

309.61%

Shares32.8K

Event2026-06-30

Filed2026-07-13

ADP

Automatic Data Processing

-0.39%

Shares17.8K

Event2026-06-30

Filed2026-07-13

MRK

Merck & Co Inc New Com

-11.59%

Shares30.7K

Event2026-06-30

Filed2026-07-13

Philip Morris Int Inc

-2.14%

Shares21.1K

Event2026-06-30

Filed2026-07-13

SDY

SPDR S&P Dividend ETF

0.00%

Shares24.5K

Event2026-06-30

Filed2026-07-13

DON

Wisdomtree US Midcap Dividend Fund ETF

0.12%

Shares65.1K

Event2026-06-30

Filed2026-07-13

Nextera Energy Inc

-11.47%

Shares41.4K

Event2026-06-30

Filed2026-07-13

TJX

TJX Companies Inc

4.27%

Shares23.6K

Event2026-06-30

Filed2026-07-13

LOW

Lowes Cos Inc

4.34%

Shares16.1K

Event2026-06-30

Filed2026-07-13

Snowflake Inc. Class A

4.31%

Shares13.9K

Event2026-06-30

Filed2026-07-13

MDY

Spdr State St Global Adv S&P Midcap 400 ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-13

Ishares Tr Core MSCI EAFE ETF

6.11%

Shares33.7K

Event2026-06-30

Filed2026-07-13

Ares Management Corp Class A

New

Shares29.0K

Event2026-06-30

Filed2026-07-13

Costco Wholesale Corp Com

-1.56%

Shares3.3K

Event2026-06-30

Filed2026-07-13

Servicenow Inc Common

100.47%

Shares30.6K

Event2026-06-30

Filed2026-07-13

Quanta Services, Inc.

-0.58%

Shares4.1K

Event2026-06-30

Filed2026-07-13

ETN

Eaton Corporation PLC

-4.79%

Shares6.8K

Event2026-06-30

Filed2026-07-13

MCD

McDonalds Corp

17.72%

Shares10.6K

Event2026-06-30

Filed2026-07-13

BAC

Bank of America Corporation

0.11%

Shares49.9K

Event2026-06-30

Filed2026-07-13

United Health Group Inc

-4.86%

Shares6.8K

Event2026-06-30

Filed2026-07-13

CAT

Caterpillar Inc

10.58%

Shares2.6K

Event2026-06-30

Filed2026-07-13

PNC

PNC Financial Services Group

-3.16%

Shares11.3K

Event2026-06-30

Filed2026-07-13

GLD

SPDR Gold Tr

9.09%

Shares7.5K

Event2026-06-30

Filed2026-07-13

General Dynamics Corp

-2.64%

Shares7.8K

Event2026-06-30

Filed2026-07-13

ABT

Abbott Labs

-5.66%

Shares29.5K

Event2026-06-30

Filed2026-07-13

XLE

Energy - SPDR Select Sector ETF

0.85%

Shares49.6K

Event2026-06-30

Filed2026-07-13

DVY

iShares Select Dividend ETF

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-13

WMB

The Williams Co Inc

12.59%

Shares32.6K

Event2026-06-30

Filed2026-07-13

USB

US Bancorp Del

-10.88%

Shares39.4K

Event2026-06-30

Filed2026-07-13

MDB

MongoDB, Inc. - Class A

6.91%

Shares7.0K

Event2026-06-30

Filed2026-07-13

SYY

Sysco Corp

-2.67%

Shares27.9K

Event2026-06-30

Filed2026-07-13

BLK

Blackrock, Inc.

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-13

Morgan Stanley

-1.77%

Shares10.9K

Event2026-06-30

Filed2026-07-13

VRTX

Vertex Pharmaceuticals Inc

405.50%

Shares4.5K

Event2026-06-30

Filed2026-07-13

SYK

Stryker Corp

-0.95%

Shares7.1K

Event2026-06-30

Filed2026-07-13

IWV

Ishares Tr Russell 3000 ETF

-6.58%

Shares5.1K

Event2026-06-30

Filed2026-07-13

TXN

Texas Instruments Inc

-3.80%

Shares7.3K

Event2026-06-30

Filed2026-07-13

Altria Group Inc

-2.54%

Shares30.1K

Event2026-06-30

Filed2026-07-13

ICE

Intercontinental Exchange Inc

-0.59%

Shares17.5K

Event2026-06-30

Filed2026-07-13

APD

Air Products and Chemicals

0.05%

Shares7.3K

Event2026-06-30

Filed2026-07-13

Raytheon Technologies Corp Common

33.15%

Shares11.3K

Event2026-06-30

Filed2026-07-13

AVUV

Avantis US Small Cap Value ETF

-4.12%

Shares17.1K

Event2026-06-30

Filed2026-07-13

JMTG

JPMorgan Mortgage-Backed Securities ETF

-6.82%

Shares41.9K

Event2026-06-30

Filed2026-07-13

SOXX

iShares Semiconductor ETF

-1.45%

Shares3.2K

Event2026-06-30

Filed2026-07-13

RDDT

Reddit Inc. Ordinary Shares - Class A

10.42%

Shares11.7K

Event2026-06-30

Filed2026-07-13

Citigroup Inc Com New

-11.92%

Shares14.4K

Event2026-06-30

Filed2026-07-13

DIS

Disney (Walt) Company

-4.53%

Shares20.9K

Event2026-06-30

Filed2026-07-13

XLK

Technology - SPDR Select Sector ETF

-9.94%

Shares10.5K

Event2026-06-30

Filed2026-07-13

GEV

GE Vernova Inc Com

11.96%

Shares1.7K

Event2026-06-30

Filed2026-07-13

Spotify Technology SA

805.89%

Shares4.3K

Event2026-06-30

Filed2026-07-13

UNP

Union Pacific Corporation

-4.38%

Shares7.1K

Event2026-06-30

Filed2026-07-13

Goldman Sachs Group Inc

-4.26%

Shares1.9K

Event2026-06-30

Filed2026-07-13

CMI

Cummins Inc

-1.70%

Shares2.6K

Event2026-06-30

Filed2026-07-13

Vanguard Small Cap ETF

-0.50%

Shares6.0K

Event2026-06-30

Filed2026-07-13

UPS

United Parcel Service

-5.31%

Shares16.5K

Event2026-06-30

Filed2026-07-13

MELI

Mercadolibre Inc

30.51%

Shares1.0K

Event2026-06-30

Filed2026-07-13

PAYX

Paychex Inc

0.42%

Shares17.8K

Event2026-06-30

Filed2026-07-13

COF

Capital One Financial

5.96%

Shares8.3K

Event2026-06-30

Filed2026-07-13

FSLR

First Solar Inc Common

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-13

EFV

Ishares MSCI EAFE Value Index Fund

-1.49%

Shares21.2K

Event2026-06-30

Filed2026-07-13

Cisco Systems Inc

-1.11%

Shares13.4K

Event2026-06-30

Filed2026-07-13

BSCV

Invesco BulletShares 2031 Corp Bd ETF

11.19%

Shares94.9K

Event2026-06-30

Filed2026-07-13

BSCW

Invesco BulletShares 2032 Corp Bd ETF

11.21%

Shares75.7K

Event2026-06-30

Filed2026-07-13

MDLZ

Mondelez International Inc

-4.89%

Shares26.7K

Event2026-06-30

Filed2026-07-13

VUG

Vanguard Growth Vipers ETF

491.45%

Shares17.7K

Event2026-06-30

Filed2026-07-13

UBER

Uber Technologies Inc

2.54%

Shares21.0K

Event2026-06-30

Filed2026-07-13

PFE

Pfizer Inc

-3.32%

Shares62.3K

Event2026-06-30

Filed2026-07-13

Applied Materials Inc

-6.33%

Shares2.0K

Event2026-06-30

Filed2026-07-13

TMUS

T-mobile US Inc Common

-36.60%

Shares8.6K

Event2026-06-30

Filed2026-07-13

BSCX

Invesco Bulletshares 2033 Corp Bd ETF

17.49%

Shares67.9K

Event2026-06-30

Filed2026-07-13

Crowdstrike Holdings Inc Class A

-1.22%

Shares1.9K

Event2026-06-30

Filed2026-07-13

RSP

Invesco S&P 500 Equal Weight ETF

-1.62%

Shares6.7K

Event2026-06-30

Filed2026-07-13

QCOM

Qualcomm Incorporated

-0.97%

Shares7.7K

Event2026-06-30

Filed2026-07-13

BSCU

Invesco BulletShares 2030 Corp Bd ETF

10.20%

Shares84.8K

Event2026-06-30

Filed2026-07-13

SMH

VanEck Semiconductor ETF

-13.13%

Shares2.1K

Event2026-06-30

Filed2026-07-13

DES

Wisdomtree US Smallcap Dividend Fund ETF

-6.17%

Shares33.5K

Event2026-06-30

Filed2026-07-13

EXPE

Expedia Group Inc

0.61%

Shares5.3K

Event2026-06-30

Filed2026-07-13

Deere & Company

-0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-13

3M Company

-2.37%

Shares8.2K

Event2026-06-30

Filed2026-07-13

TFC

Truist Financial Corp Common

-1.43%

Shares26.1K

Event2026-06-30

Filed2026-07-13

TMO

Thermo Fisher Scientific Inc

-16.21%

Shares2.6K

Event2026-06-30

Filed2026-07-13

VCSH

Vanguard Short-Term Corp Index Fund

-6.97%

Shares16.4K

Event2026-06-30

Filed2026-07-13

Verizon Communications Inc Usd 1

-0.49%

Shares30.5K

Event2026-06-30

Filed2026-07-13

VCIT

Vanguard Intermediate-Term Corp Bond Index ETF

-9.56%

Shares15.6K

Event2026-06-30

Filed2026-07-13

IEMG

Ishares Inc Core MSCI Emerging Mkts ETF

2.46%

Shares15.4K

Event2026-06-30

Filed2026-07-13

IVW

Ishares Trust S&P 500 Growth ETF

1641.33%

Shares9.1K

Event2026-06-30

Filed2026-07-13

MUB

Ishares Tr Natl Mun Bd ETF Fund

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-13

BSCT

Invesco BulletShares 2029 Corp Bd ETF

7.21%

Shares67.2K

Event2026-06-30

Filed2026-07-13

CRM

Salesforce Common Inc

-31.13%

Shares8.0K

Event2026-06-30

Filed2026-07-13

NVS

Novartis AG Spons ADR

-2.47%

Shares7.9K

Event2026-06-30

Filed2026-07-13

ITW

Illinois Tool Works Inc

-0.98%

Shares4.5K

Event2026-06-30

Filed2026-07-13

BSCS

Invesco BulletShares 2028 Corp Bd ETF

5.13%

Shares59.1K

Event2026-06-30

Filed2026-07-13

NSC

Norfolk Southn Corp

-0.78%

Shares3.8K

Event2026-06-30

Filed2026-07-13

MRVL

Marvell Technology Inc Common

-22.40%

Shares4.0K

Event2026-06-30

Filed2026-07-13

BSCR

Invesco BulletShares 2027 Corp Bd ETF

5.31%

Shares59.7K

Event2026-06-30

Filed2026-07-13

IBM

International Business Machs

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

IWB

Ishares Russell 1000 Index

491.88%

Shares2.8K

Event2026-06-30

Filed2026-07-13

CSX

CSX Corp

-7.14%

Shares23.3K

Event2026-06-30

Filed2026-07-13

EQT

EQT Corporation

32.04%

Shares20.7K

Event2026-06-30

Filed2026-07-13

SHEL

Shell PLC Common

-0.85%

Shares14.2K

Event2026-06-30

Filed2026-07-13

ATO

Atmos Energy Corp

-0.40%

Shares6.2K

Event2026-06-30

Filed2026-07-13

LMT

Lockheed Martin Corp

-15.08%

Shares2.1K

Event2026-06-30

Filed2026-07-13

SYBT

Stock Yards Bancorp Inc Corp Common

-8.16%

Shares13.7K

Event2026-06-30

Filed2026-07-13

XLI

Industrials - SPDR Select Sector ETF

-10.98%

Shares5.6K

Event2026-06-30

Filed2026-07-13

FLUT

Flutter Entertainment PLC

-44.00%

Shares10.1K

Event2026-06-30

Filed2026-07-13

GE Aerospace Com New

-0.44%

Shares2.7K

Event2026-06-30

Filed2026-07-13

VNQ

Vanguard Real Estate ETF

-10.28%

Shares10.4K

Event2026-06-30

Filed2026-07-13

AMGN

Amgen Inc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

IWD

Ishares Tr Russell 1000 Val

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-13

PLD

Prologis Inc Common

-1.33%

Shares7.1K

Event2026-06-30

Filed2026-07-13

FANG

Diamondback Energy Inc Common

-2.14%

Shares5.2K

Event2026-06-30

Filed2026-07-13

COKE

Coca-Cola Consolidated Inc

-13.64%

Shares4.8K

Event2026-06-30

Filed2026-07-13

VEA

Vanguard Tax-mgd Intl Fd Ftse Dev Mkts ETF

-1.64%

Shares12.6K

Event2026-06-30

Filed2026-07-13

SCZ

Ishares Tr MSCI EAFE Small Cap ETF

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-13

SBUX

Starbucks Corporation

-4.74%

Shares8.5K

Event2026-06-30

Filed2026-07-13

TGT

Target Corp

-12.55%

Shares6.6K

Event2026-06-30

Filed2026-07-13

IJJ

Ishares Tr S&P Mid Cap 400 Value ETF

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-13

COP

Conocophillips

-3.68%

Shares8.1K

Event2026-06-30

Filed2026-07-13

SCHW

Schwab Charles Corp New Common

-4.57%

Shares9.1K

Event2026-06-30

Filed2026-07-13

Vanguard Mid Cap ETF

322.02%

Shares10.4K

Event2026-06-30

Filed2026-07-13

EQIX

Equinix Inc REIT

-37.42%

Shares796

Event2026-06-30

Filed2026-07-13

VGLT

Vanguard Gov't Long-Term Treasury ETF

-3.90%

Shares14.8K

Event2026-06-30

Filed2026-07-13

BSCY

Invesco Bulletshares 2034 Corp Bd ETF

35.38%

Shares39.5K

Event2026-06-30

Filed2026-07-13

YUM

Yum Brands Inc Common

-17.68%

Shares5.0K

Event2026-06-30

Filed2026-07-13

FDX

FedEx Corporation

-4.01%

Shares2.5K

Event2026-06-30

Filed2026-07-13

Accenture PLC

2.12%

Shares6.3K

Event2026-06-30

Filed2026-07-13

TSM

Taiwan Semicondutor Mfg

-4.42%

Shares1.6K

Event2026-06-30

Filed2026-07-13

QUAL

Ishares Msci USA Quality Factor ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

ADI

Analog Devices Inc Corp Com

-1.92%

Shares1.9K

Event2026-06-30

Filed2026-07-13

CHDN

Churchill Downs Inc

-11.17%

Shares8.3K

Event2026-06-30

Filed2026-07-13

DHR

Danaher Corp

-25.89%

Shares3.9K

Event2026-06-30

Filed2026-07-13

XLV

Health Care - SPDR Select Sector ETF

-1.28%

Shares4.6K

Event2026-06-30

Filed2026-07-13

MLM

Martin Marietta Materials Inc

44.06%

Shares1.3K

Event2026-06-30

Filed2026-07-13

VXUS

Vanguard Total International Stock Index ETF

-11.54%

Shares8.4K

Event2026-06-30

Filed2026-07-13

DUK

Duke Energy Corp New

-0.50%

Shares5.5K

Event2026-06-30

Filed2026-07-13

Boeing Company

183.83%

Shares3.2K

Event2026-06-30

Filed2026-07-13

IDU

Ishares DJ US Utilities Sctr

-2.11%

Shares6.0K

Event2026-06-30

Filed2026-07-13

Cloudflare Inc Class A Common

-7.45%

Shares2.8K

Event2026-06-30

Filed2026-07-13

IRM

Iron Mountain Inc

-11.84%

Shares5.4K

Event2026-06-30

Filed2026-07-13

TTWO

Take-Two Interactive Software Inc

106.75%

Shares2.7K

Event2026-06-30

Filed2026-07-13

Palantir Technologies Inc. Class A

75.60%

Shares5.7K

Event2026-06-30

Filed2026-07-13

EFG

Ishares MSCI EAFE Growth Index Fund

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-13

Colgate Palmolive Co

-1.38%

Shares7.1K

Event2026-06-30

Filed2026-07-13

MPC

Marathon Petroleum Corp

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

Canadian Imperial Bank Common

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-13

CAH

Cardinal Health Inc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

VLO

Valero Energy Corp

-3.58%

Shares2.5K

Event2026-06-30

Filed2026-07-13

CEG

Constellation Energy Corp Common

13.17%

Shares2.6K

Event2026-06-30

Filed2026-07-13

HUM

Humana Inc

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

NKE

Nike Inc Cl B

-0.72%

Shares15.1K

Event2026-06-30

Filed2026-07-13

EMR

Emerson Electric Company

-0.89%

Shares4.3K

Event2026-06-30

Filed2026-07-13

VIG

Vanguard Div Appreciation ETF

-22.32%

Shares2.6K

Event2026-06-30

Filed2026-07-13

EXE

Expand Energy Corp

-13.56%

Shares6.6K

Event2026-06-30

Filed2026-07-13

BSCZ

Invesco Bulletshares 2035 Corp Bd ETF

65.42%

Shares29.0K

Event2026-06-30

Filed2026-07-13

Canadian Pacific Kansas City Ltd Corp

-15.89%

Shares6.8K

Event2026-06-30

Filed2026-07-13

ALL

Allstate Corp

-9.35%

Shares2.5K

Event2026-06-30

Filed2026-07-13

HSY

The Hershey Company

27.87%

Shares3.3K

Event2026-06-30

Filed2026-07-13

LIN

Linde PLC Corp

-2.87%

Shares1.1K

Event2026-06-30

Filed2026-07-13

IYW

iShares U.S. Technology ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SHW

Sherwin-Williams Co

-41.51%

Shares1.6K

Event2026-06-30

Filed2026-07-13

ISRG

Intuitive Surgical Inc Corp

4.29%

Shares1.4K

Event2026-06-30

Filed2026-07-13

PFF

Ishares Trust Pfd & Income Securities ETF

-23.61%

Shares17.8K

Event2026-06-30

Filed2026-07-13

BSCQ

Invesco BulletShares 2026 Corp Bd ETF

-1.08%

Shares27.4K

Event2026-06-30

Filed2026-07-13

IAU

Ishares Gold Trust New ETF

633.56%

Shares6.6K

Event2026-06-30

Filed2026-07-13

BP P.L.C.

-2.18%

Shares13.5K

Event2026-06-30

Filed2026-07-13

PSX

Phillips 66 Com

-9.35%

Shares2.9K

Event2026-06-30

Filed2026-07-13

Ford Motor Co

0.00%

Shares35.6K

Event2026-06-30

Filed2026-07-13

Abrdn ETF Physical Gold Shares

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-13

BF.B

Brown Forman Corp Class B

-2.29%

Shares18.5K

Event2026-06-30

Filed2026-07-13

SLB

Schlumberger LTD

15.78%

Shares10.6K

Event2026-06-30

Filed2026-07-13

Amerprise Financial

-0.56%

Shares1.1K

Event2026-06-30

Filed2026-07-13

IWO

Ishares Russell 2000 Growth ETF

3.40%

Shares1.2K

Event2026-06-30

Filed2026-07-13

Unilever PLC ADR

-2.21%

Shares7.8K

Event2026-06-30

Filed2026-07-13

LQD

iShares iBoxx Invst Gr Corp Bd ETF

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-13

Chubb Limited, Zuerich

-13.48%

Shares1.4K

Event2026-06-30

Filed2026-07-13

XLRE

Real Estate - Select Sector ETF

1.49%

Shares10.2K

Event2026-06-30

Filed2026-07-13

BMY

Bristol Myers Squibb Co

-11.42%

Shares7.8K

Event2026-06-30

Filed2026-07-13

IJK

Ishares Tr S&P Midcap 400 Growth ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

IJH

Ishares Tr Core S&P Mid-Cap ETF

-8.87%

Shares5.6K

Event2026-06-30

Filed2026-07-13

XLF

Financials - SPDR Select Sector ETF

0.63%

Shares8.0K

Event2026-06-30

Filed2026-07-13

Cigna Corp Common

2.56%

Shares1.5K

Event2026-06-30

Filed2026-07-13

Southern Company

1.52%

Shares4.3K

Event2026-06-30

Filed2026-07-13

CATH

S&P 500 Catholic Values ETF

-26.99%

Shares4.5K

Event2026-06-30

Filed2026-07-13

CVS

CVS Health Corporation

-1.37%

Shares3.8K

Event2026-06-30

Filed2026-07-13

AMT

American Tower REIT

-28.79%

Shares2.4K

Event2026-06-30

Filed2026-07-13

MKC

McCormick & Co Inc Common Non Vtg

8.95%

Shares7.6K

Event2026-06-30

Filed2026-07-13

LRCX

Lam Research Corp

-2.75%

Shares885

Event2026-06-30

Filed2026-07-13

BSX

Boston Scientific Corp

-3.75%

Shares8.9K

Event2026-06-30

Filed2026-07-13

DLR

Digital Rlty Tr Inc REIT

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

STT

State St Corp

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

Medtronic PLC

-2.26%

Shares4.8K

Event2026-06-30

Filed2026-07-13

ELV

Elevance Health, Inc.

-7.61%

Shares959

Event2026-06-30

Filed2026-07-13

IWP

iShares Russell Mid Cap Growth ETF

-3.39%

Shares2.5K

Event2026-06-30

Filed2026-07-13

Suncor Energy Inc New

-2.84%

Shares6.8K

Event2026-06-30

Filed2026-07-13

XNTK

Spdr NYSE Technology ETF

0.00%

Shares915

Event2026-06-30

Filed2026-07-13

TSLA

Tesla Inc

-0.83%

Shares839

Event2026-06-30

Filed2026-07-13

IWN

Ishares Russell 2000 Val Ind

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-13

MCO

Moody's Corp.

-3.23%

Shares750

Event2026-06-30

Filed2026-07-13

SPGP

Invesco S&P 500 Garp ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

XLB

Materials - SPDR Select Sector ETF

5.19%

Shares6.5K

Event2026-06-30

Filed2026-07-13

DEO

Diageo PLC New Spons ADR

-0.39%

Shares4.1K

Event2026-06-30

Filed2026-07-13

IVE

Ishares S&P 500 Value ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR Portfolio World EX-US ETF

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-13

CTAS

Cintas Corp

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

VGT

Vanguard Information Technology ETF

700.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

IJR

Ishares S&P Small Cap 600 Index Fund

-2.48%

Shares1.9K

Event2026-06-30

Filed2026-07-13

AXP

American Express Company

-1.94%

Shares810

Event2026-06-30

Filed2026-07-13

Kroger Company

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-13

NRG

NRG Energy Inc

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

AEP

American Electric Power Co

-0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-13

KMI

Kinder Morgan Inc Del

5.38%

Shares8.3K

Event2026-06-30

Filed2026-07-13

Fiserv, Inc Common

-65.49%

Shares5.4K

Event2026-06-30

Filed2026-07-13

AT&T Inc

-7.65%

Shares12.5K

Event2026-06-30

Filed2026-07-13

VEU

Vanguard Ftse All World Ex US Index Fund ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-13

SRE

Sempra Energy

-3.48%

Shares2.8K

Event2026-06-30

Filed2026-07-13

Utilities - SPDR Select Sector ETF

7.18%

Shares5.7K

Event2026-06-30

Filed2026-07-13

CARR

Carrier Global Corp Common

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-13

Broadridge Finl Solutions Inc Common

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

ENB

Enbridge Inc Common

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-13

SPYG

SPDR Portfolio S&P 500 Growth ETF

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR Portfolio Small Cap ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-13

GLW

Corning Incorporated

0.00%

Shares948

Event2026-06-30

Filed2026-07-13

IQV

Iqvia Holdings Inc.

1.63%

Shares1.2K

Event2026-06-30

Filed2026-07-13

TDG

Transdigm Group Inc

New

Shares180

Event2026-06-30

Filed2026-07-13

UBS

UBS Group AG

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-13

Edwards Lifesciences Corp Common

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

VWO

Vanguard Ftse Emerging Market ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

IWS

IShares Russell Mid-cap Value ETF

-5.81%

Shares1.4K

Event2026-06-30

Filed2026-07-13

ITOT

IShares Trust S&P 1500 Total US Stock Mkt ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

MNST

Monster Beverage Corp

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

XLY

Consumer Discretionary - SPDR Select Sector ETF

-2.41%

Shares1.8K

Event2026-06-30

Filed2026-07-13

IYM

Ishares Tr DJ Basic Material

0.43%

Shares1.2K

Event2026-06-30

Filed2026-07-13

SAP

SAP SE ADR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

REGN

Regeneron Pharmaceuticals Inc

7.10%

Shares332

Event2026-06-30

Filed2026-07-13

SHOP

Shopify Inc

-2.70%

Shares1.8K

Event2026-06-30

Filed2026-07-13

OMC

Omnicom Group Inc

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

BBY

Best Buy Inc

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

NFRA

Flexshares Global Broad Infrastracture Common

-8.08%

Shares3.1K

Event2026-06-30

Filed2026-07-13

KRE

Spdr Ser Tr S&P Regl Bkg ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-13

EME

Emcor Group Inc Common

-13.96%

Shares228

Event2026-06-30

Filed2026-07-13

ONB

Old National Bancorp

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-13

FTNT

Fortinet Inc.

-16.49%

Shares1.2K

Event2026-06-30

Filed2026-07-13

EOG

EOG Resources Inc Common

-1.40%

Shares1.4K

Event2026-06-30

Filed2026-07-13

Ishares Tr Core U S Aggregate Bd ETF

-24.22%

Shares1.8K

Event2026-06-30

Filed2026-07-13

ECL

Ecolab Inc

-7.69%

Shares600

Event2026-06-30

Filed2026-07-13

GOVT

Ishares US Treasury Bond ETF

-4.75%

Shares7.3K

Event2026-06-30

Filed2026-07-13

VVV

Valvoline Inc

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-13

BF.A

Brown Forman Corp Class A

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-13

IGM

Ishares Expanded Tech Sector ETF

0.00%

Shares960

Event2026-06-30

Filed2026-07-13

RPM

RPM International Inc Common

-9.68%

Shares1.4K

Event2026-06-30

Filed2026-07-13

LNG

Cheniere Energy Inc Common New

-10.34%

Shares650

Event2026-06-30

Filed2026-07-13

DVN

Devon Energy Corporation New

23.10%

Shares3.7K

Event2026-06-30

Filed2026-07-13

DWM

Wisdomtree International Equity Fund Eqy ETF

-13.87%

Shares2.1K

Event2026-06-30

Filed2026-07-13

AWK

American Water Works Co Inc

-59.49%

Shares1.2K

Event2026-06-30

Filed2026-07-13

VBK

Vanguard Small-Cap Growth ETF

-7.83%

Shares412

Event2026-06-30

Filed2026-07-13

SNPS

Synopsys, Inc Common

0.00%

Shares337

Event2026-06-30

Filed2026-07-13

SUB

iShares National Muni Bond ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

International Paper

-4.57%

Shares3.8K

Event2026-06-30

Filed2026-07-13

ACWX

Ishares Msci Acwi Ex US ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

VNOM

Viper Energy Inc

-3.62%

Shares3.3K

Event2026-06-30

Filed2026-07-13

IUSG

iShares Core S&P U.S. Growth ETF

0.00%

Shares750

Event2026-06-30

Filed2026-07-13

SLV

Ishares Silver Tr

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-13

VCLT

Vanguard Long-Term Corp Bond Index Fund

-19.94%

Shares1.8K

Event2026-06-30

Filed2026-07-13

XLP

Consumer Staples - SPDR Select Sector ETF

-4.83%

Shares1.7K

Event2026-06-30

Filed2026-07-13

KLAC

Kla-tencor Corp Common

592.31%

Shares450

Event2026-06-30

Filed2026-07-13

SYF

Synchrony Finl Common

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

PPG

PPG Industries Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

VFH

Vanguard Financials ETF

-13.04%

Shares1.0K

Event2026-06-30

Filed2026-07-13

SPYV

SPDR Portfolio S&P 500 Value ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

DGRW

Wisdomtree U.S. Quality Dividend Growth Fund ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

IVOO

Vanguard S&P Mid-Cap 400 ETF

0.00%

Shares948

Event2026-06-30

Filed2026-07-13

AFL

AFLAC Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

Sea LTD ADS Class A

611.11%

Shares1.3K

Event2026-06-30

Filed2026-07-13

JEPI

JP Morgan Premium Income ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-13

Corteva Inc Com

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

MSI

Motorola Solutions Inc Common New

-9.38%

Shares290

Event2026-06-30

Filed2026-07-13

APH

Amphenol Corp Class A Com

-10.54%

Shares679

Event2026-06-30

Filed2026-07-13

Dominion Energy Inc

-11.68%

Shares1.7K

Event2026-06-30

Filed2026-07-13

VTR

Ventas

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

EPD

Enterprise Products Partners LP

-45.89%

Shares3.1K

Event2026-06-30

Filed2026-07-13

DRI

Darden Restaurants

-4.31%

Shares555

Event2026-06-30

Filed2026-07-13

ROK

Rockwell Automation Inc

-2.54%

Shares230

Event2026-06-30

Filed2026-07-13

DHS

Wisdomtree US High Dividend Fund ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

GEHC

GE Healthcare Technologies Inc

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-13

EXPD

Expeditors Intl Wash Inc

-30.33%

Shares689

Event2026-06-30

Filed2026-07-13

VMC

Vulcan Materials Common

10.17%

Shares379

Event2026-06-30

Filed2026-07-13

SMMD

iShares Russell 2500 ETF

-11.93%

Shares1.2K

Event2026-06-30

Filed2026-07-13

Invesco National AMT-Free Municipal Bond ETF

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-13

WST

West Pharmaceutical Services

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

MBB

Ishares Barclays Mbs Bond Fund ETF

-6.61%

Shares1.1K

Event2026-06-30

Filed2026-07-13

ITM

VanEck Intermediate Muni ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

XLC

Communication Services - SPDR Select Sector ETF

-4.81%

Shares989

Event2026-06-30

Filed2026-07-13

WFC

Wells Fargo & Co New

52.79%

Shares1.3K

Event2026-06-30

Filed2026-07-13

SPHQ

Invesco S&P 500 Quality ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

Freeport-McMoran Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

Regions Financial Corp COM

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-13

DKNG

Draftkings Inc. Class A

-32.81%

Shares3.8K

Event2026-06-30

Filed2026-07-13

Live Nation Entertainment Inc Corp

-11.02%

Shares525

Event2026-06-30

Filed2026-07-13

ADSK

Autodesk Inc

0.00%

Shares492

Event2026-06-30

Filed2026-07-13

FITB

Fifth Third Bancorp

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

EXC

Exelon Corp

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

GIS

General Mills

-4.59%

Shares2.6K

Event2026-06-30

Filed2026-07-13

BNS

Bank of Nova Scotia

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

ASH

Ashland Global Hldgs

-11.35%

Shares1.3K

Event2026-06-30

Filed2026-07-13

PGX

Invesco Exchange Traded PFD II

-59.10%

Shares8.0K

Event2026-06-30

Filed2026-07-13

MTUM

iShares MSCI USA Momentum Factor ETF

0.00%

Shares250

Event2026-06-30

Filed2026-07-13

RBCAA

Republic Bancorp Inc Class A

0.00%

Shares925

Event2026-06-30

Filed2026-07-13

VRSN

Verisign Inc

New

Shares330

Event2026-06-30

Filed2026-07-13

AHR

American Healthcare REIT, Inc

New

Shares1.6K

Event2026-06-30

Filed2026-07-13

GILD

Gilead Sciences Inc

0.00%

Shares650

Event2026-06-30

Filed2026-07-13

AIVL

Wisdomtree US Ai Enhanced Value Fund ETF

0.00%

Shares625

Event2026-06-30

Filed2026-07-13

Firstenergy Corp

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-13

KMB

Kimberly-Clark Corp

-37.87%

Shares740

Event2026-06-30

Filed2026-07-13

PGR

Progressive Corp Common

-3.90%

Shares370

Event2026-06-30

Filed2026-07-13

E.L.F. Beauty Inc

-84.27%

Shares1.1K

Event2026-06-30

Filed2026-07-13

INTC

Intel Corporation

0.00%

Shares560

Event2026-06-30

Filed2026-07-13

CPRT

Copart Inc

-49.81%

Shares2.8K

Event2026-06-30

Filed2026-07-13

TTE

TotalEnergies SE

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

MSCI

MSCI Inc.

12.30%

Shares137

Event2026-06-30

Filed2026-07-13

NVO

Novo-nordisk A/S ADR

-5.88%

Shares1.6K

Event2026-06-30

Filed2026-07-13

WEC

Wec Energy Group Inc

0.00%

Shares656

Event2026-06-30

Filed2026-07-13

Parker Hannifin Corp Common

-6.02%

Shares78

Event2026-06-30

Filed2026-07-13

Johnson Controls International PLC Shs

-19.32%

Shares522

Event2026-06-30

Filed2026-07-13

HRB

H & R Block Inc.

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SPXL

Direxion Daily S&P 500 Bull 3x Shares ETF

0.00%

Shares275

Event2026-06-30

Filed2026-07-13

MGY

Magnolia Oil & Gas Corp Class A Common

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-13

USIG

Ishares Broad Usd Investment Gr Corp Bond ETF

-9.56%

Shares1.4K

Event2026-06-30

Filed2026-07-13

GSK PLC New

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

PRU

Prudential Financial

0.00%

Shares644

Event2026-06-30

Filed2026-07-13

CCI

Crown Castle Intl Corp Common

0.00%

Shares895

Event2026-06-30

Filed2026-07-13

VGIT

Vanguard Intermediate-Term Treasury ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

DLTR

Dollar Tree

0.00%

Shares550

Event2026-06-30

Filed2026-07-13

HLT

Hilton Worldwide Holdings Inc.

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

MMC

Marsh & McLennan Cos Inc Common

-44.44%

Shares395

Event2026-06-30

Filed2026-07-13

PYPL

Paypal Holdings Inc

3.45%

Shares1.5K

Event2026-06-30

Filed2026-07-13

CWB

SPDR Bloomberg Convertible Securities ETF

0.00%

Shares600

Event2026-06-30

Filed2026-07-13

BLV

Vanguard Long-term Bond Index Fund ETF

-9.64%

Shares937

Event2026-06-30

Filed2026-07-13

VGK

Vanguard Intl Equity Index Fund Ftse Europe ETF

0.00%

Shares720

Event2026-06-30

Filed2026-07-13

WPC

W P Carey Inc Common

0.00%

Shares880

Event2026-06-30

Filed2026-07-13

Blackstone Inc Common

0.00%

Shares534

Event2026-06-30

Filed2026-07-13

IBIT

iShares Bitcoin Trust ETF

-60.99%

Shares1.8K

Event2026-06-30

Filed2026-07-13

XME

SPDR Series Trust Metals & Mining ETF

0.00%

Shares545

Event2026-06-30

Filed2026-07-13

Ulta Salon Cosmetics & Fragrance Inc

-28.41%

Shares126

Event2026-06-30

Filed2026-07-13

VONG

Vanguard Russell 1000 Growth Index Etf

-7.55%

Shares441

Event2026-06-30

Filed2026-07-13

NEM

Newmont Mining Corp (New)

-8.64%

Shares603

Event2026-06-30

Filed2026-07-13

BOOT

Boot Barn Holdings, Inc

17.86%

Shares330

Event2026-06-30

Filed2026-07-13

IDA

Idacorp Inc

0.00%

Shares357

Event2026-06-30

Filed2026-07-13

LDOS

Leidos Holdings Inc

0.00%

Shares517

Event2026-06-30

Filed2026-07-13

LEN

Lennar Corp Class A

0.00%

Shares584

Event2026-06-30

Filed2026-07-13

IJT

Ishares Trust S&P Small Capital 600 Growth ETF

0.00%

Shares280

Event2026-06-30

Filed2026-07-13

FBT

First Tr Fund NYSE Arca Biotechnology Index Fd

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

FBIN

Fortune Brands Home & Security, Inc

0.00%

Shares900

Event2026-06-30

Filed2026-07-13

BDX

Becton Dickinson & Co

0.00%

Shares325

Event2026-06-30

Filed2026-07-13

EVRG

Evergy Inc

0.00%

Shares556

Event2026-06-30

Filed2026-07-13

YUMC

Yum China Holdings Inc

-11.45%

Shares1.2K

Event2026-06-30

Filed2026-07-13

SOLS

Solstice Advanced Materials Inc.

-18.11%

Shares529

Event2026-06-30

Filed2026-07-13

Microchip Tech Inc

0.00%

Shares500

Event2026-06-30

Filed2026-07-13

Aegon Ltd. New York Shares

-22.86%

Shares5.4K

Event2026-06-30

Filed2026-07-13

IGSB

Ishares Trust Corporate Bond ETF

0.00%

Shares864

Event2026-06-30

Filed2026-07-13

GUNR

Flexshares Morningstar Global Natural Res ETF

0.00%

Shares915

Event2026-06-30

Filed2026-07-13

BKNG

Booking Holdings Inc

2400.00%

Shares250

Event2026-06-30

Filed2026-07-13

JPMorgan NASDAQ Equity Premium Income ETF

0.00%

Shares720

Event2026-06-30

Filed2026-07-13

IJS

Ishares S&P Small Cap 600 Value Index ETF

0.00%

Shares318

Event2026-06-30

Filed2026-07-13

Toyota Mtr Corp ADR 2

0.00%

Shares250

Event2026-06-30

Filed2026-07-13

DNP

DNP Select Income FD Inc

-47.57%

Shares3.8K

Event2026-06-30

Filed2026-07-13

CMCSA

Comcast Corporation (New)

-5.67%

Shares1.7K

Event2026-06-30

Filed2026-07-13

DOW

Dow Inc Corp Common

-1.08%

Shares1.5K

Event2026-06-30

Filed2026-07-13

BCE

BCE Inc Common New

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-13

DIA

State Street SPDR Dow Jones Ind Avg ETF Tr

-6.25%

Shares75

Event2026-06-30

Filed2026-07-13

EQR

Equity Residential Com Shs

0.00%

Shares533

Event2026-06-30

Filed2026-07-13

JSMD

Janus Henderson Small/Mid Cap Growth Alpha ETF

-5.15%

Shares350

Event2026-06-30

Filed2026-07-13

VLUE

Ishares Tr MSCI USA Value ETF

0.00%

Shares176

Event2026-06-30

Filed2026-07-13

Eversource Energy Corp Common

0.00%

Shares485

Event2026-06-30

Filed2026-07-13

TEVA

Teva Pharmacuticals Industry

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-13

TLH

Ishares 10-20 Year Treasury Bond ETF

0.00%

Shares336

Event2026-06-30

Filed2026-07-13

QABA

First Tr Nasdaq ABA Cmnty Bk Index Fund

0.00%

Shares500

Event2026-06-30

Filed2026-07-13

SCHH

Schwab Strategic Tr ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-13

NDAQ

Nasdaq Inc Corp

0.00%

Shares425

Event2026-06-30

Filed2026-07-13

LHX

L3harris Technologies Inc

-8.00%

Shares115

Event2026-06-30

Filed2026-07-13

VTV

Vanguard Value Index Fund ETF

0.00%

Shares152

Event2026-06-30

Filed2026-07-13

BUD

Anheuser Busch Inbev Sa/nv Sponsored ADR

0.00%

Shares400

Event2026-06-30

Filed2026-07-13

SCHC

Schwab International Small-Cap Equity ETF

0.00%

Shares684

Event2026-06-30

Filed2026-07-13

HYD

Vaneck High Yield Muni ETF

0.00%

Shares635

Event2026-06-30

Filed2026-07-13

MET

Metlife Inc

-24.75%

Shares380

Event2026-06-30

Filed2026-07-13

SCHP

Schwab US Tips ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

WAB

Westinghouse Air Brake Technologies Corp Com

-2.50%

Shares117

Event2026-06-30

Filed2026-07-13

NTRS

Northern Trust Corp

0.00%

Shares175

Event2026-06-30

Filed2026-07-13

DGRO

Ishares Core Dividend Growth ETF

0.00%

Shares401

Event2026-06-30

Filed2026-07-13

ALGN

Align Technology Inc

0.00%

Shares180

Event2026-06-30

Filed2026-07-13

TFLO

Blackrock Ishares Treasury Float Rate Bd ETF

0.00%

Shares596

Event2026-06-30

Filed2026-07-13

BOND

Pimco Active Bond ETF

0.00%

Shares325

Event2026-06-30

Filed2026-07-13

VLTO

Veralto Corp

0.00%

Shares336

Event2026-06-30

Filed2026-07-13

AAXJ

Ishares MSCI All Country Asia Ex Japan ETF

0.00%

Shares242

Event2026-06-30

Filed2026-07-13

OTIS

Otis Worldwide Corp Common

0.00%

Shares401

Event2026-06-30

Filed2026-07-13

ZION

Zions Bancorporation Common

0.00%

Shares400

Event2026-06-30

Filed2026-07-13

Adobe Systems Incorporated Delaware

-74.31%

Shares130

Event2026-06-30

Filed2026-07-13

WELL

Welltower Inc Common

-75.37%

Shares116

Event2026-06-30

Filed2026-07-13

MMU

Western Asset Managed Muns Fd Inc Common

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

SHM

SPDR Nuveen Bloomberg Short Term Municipal Bond ETF

0.00%

Shares545

Event2026-06-30

Filed2026-07-13

TSN

Tyson Foods Inc Class A

0.00%

Shares450

Event2026-06-30

Filed2026-07-13

FYLD

Cambria Foreign Shareholder Yield ETF

0.00%

Shares700

Event2026-06-30

Filed2026-07-13

EYLD

Cambria Emerging Shareholder Yield ETF

-31.25%

Shares550

Event2026-06-30

Filed2026-07-13

PPL Corporation Corp Common

0.00%

Shares670

Event2026-06-30

Filed2026-07-13

Vanguard I Total World Stocketf

0.00%

Shares155

Event2026-06-30

Filed2026-07-13

Alps ETF Tr

0.00%

Shares460

Event2026-06-30

Filed2026-07-13

Vanguard Russell 2000 Index ETF

0.00%

Shares193

Event2026-06-30

Filed2026-07-13

BALL

Ball Corp

-11.76%

Shares375

Event2026-06-30

Filed2026-07-13

ADM

Archer Danels Midland

0.00%

Shares300

Event2026-06-30

Filed2026-07-13

Venture Global Inc. Ordinary Shares - Class A

80.36%

Shares2.0K

Event2026-06-30

Filed2026-07-13

NUE

Nucor Corp

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

SKYY

First Trust Cloud Computing ETF

0.00%

Shares165

Event2026-06-30

Filed2026-07-13

CMG

Chipotle Mexican Grill Inc Common

-60.68%

Shares648

Event2026-06-30

Filed2026-07-13

FSK

FS KKR Capital Corp

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-13

RDY

Dr Reddy's Laboratories LTD ADR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-13

ZBH

Zimmer Biomet Holdings Inc

-79.48%

Shares252

Event2026-06-30

Filed2026-07-13

BIIB

Biogen Incorporated

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

DGX

Quest Diagnostics Inc

-50.00%

Shares100

Event2026-06-30

Filed2026-07-13

WAT

Waters Corp

0.00%

Shares56

Event2026-06-30

Filed2026-07-13

MAS

Masco Corp Common

0.00%

Shares252

Event2026-06-30

Filed2026-07-13

MOAT

VanEck Morningstar Wide Moat ETF

0.00%

Shares196

Event2026-06-30

Filed2026-07-13

EBAY

Ebay Inc

-52.63%

Shares180

Event2026-06-30

Filed2026-07-13

NOBL

Proshares S&P 500 Dividend Aristocrats ETF

New

Shares350

Event2026-06-30

Filed2026-07-13

TXRH

Texas Roadhouse Inc

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

JNK

SPDR Bloomberg High Yield Bond ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-13

Realty Income Corp Common

-64.71%

Shares300

Event2026-06-30

Filed2026-07-13

ANET

Arista Networks Inc

0.00%

Shares108

Event2026-06-30

Filed2026-07-13

IYH

iShares U.S. Healthcare ETF

0.00%

Shares270

Event2026-06-30

Filed2026-07-13

SPYD

SPDR Series Tr State St Port S&P 500 High Div ETF

0.00%

Shares368

Event2026-06-30

Filed2026-07-13

VOT

Vanguard Mid-Cap Growth Index ETF

0.00%

Shares55

Event2026-06-30

Filed2026-07-13

WBD

Warner Bros. Discovery Srs

0.00%

Shares599

Event2026-06-30

Filed2026-07-13

BNDX

Vanguard Total International ETF

0.00%

Shares316

Event2026-06-30

Filed2026-07-13

CDNS

Cadence Design Systems Inc Corp Common

0.00%

Shares40

Event2026-06-30

Filed2026-07-13

Zoetis Inc Class A

-16.67%

Shares200

Event2026-06-30

Filed2026-07-13

XYZ

Block Inc

-7.50%

Shares185

Event2026-06-30

Filed2026-07-13

KVUE

Kenvue Inc

0.00%

Shares730

Event2026-06-30

Filed2026-07-13

MAA

Mid-America Apartment Com

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

BTI

British American Tobacco PLC ADR

0.00%

Shares224

Event2026-06-30

Filed2026-07-13

CME

CME Group Inc Common

0.00%

Shares60

Event2026-06-30

Filed2026-07-13

INTU

Intuit Inc.

0.00%

Shares50

Event2026-06-30

Filed2026-07-13

HSBC

HSBC Holdings PLC ADR

0.00%

Shares136

Event2026-06-30

Filed2026-07-13

IYE

iShares U.S. Energy ETF

-22.18%

Shares228

Event2026-06-30

Filed2026-07-13

CNC

Centene Corp Del Common

0.00%

Shares196

Event2026-06-30

Filed2026-07-13

IOO

Ishares Trust Global 100 Etf

0.00%

Shares90

Event2026-06-30

Filed2026-07-13

HDB

HDFC Bank Ltd ADR

-5.00%

Shares475

Event2026-06-30

Filed2026-07-13

ARK Innovation ETF

0.00%

Shares150

Event2026-06-30

Filed2026-07-13

CLX

Clorox Co Calif

0.00%

Shares125

Event2026-06-30

Filed2026-07-13

GABC

German American Bancorp Inc Common

0.00%

Shares250

Event2026-06-30

Filed2026-07-13

General Motors

0.00%

Shares149

Event2026-06-30

Filed2026-07-13

HLN

Haleon PLC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

Energy Transfer LP

200.00%

Shares600

Event2026-06-30

Filed2026-07-13

IUSV

Ishares Core S&P US Value ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

TIP

Ishares Tips Bond ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-13

KDP

Keurig Dr Pepper Inc

0.00%

Shares326

Event2026-06-30

Filed2026-07-13

GSAT

Globalstar Inc.

0.00%

Shares130

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available