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The Analysis of Modern Wealth Management, LLC's Holdings & P&L

Currently, Modern Wealth Management, LLC holds 870 types of securities in its portfolio with a total value $5.8B. In the most recent quarter, they have increased their positions in FBND (+1.4M shares, valued at $63.3M), IJK (+489.0K shares, valued at $49.8M), IWM (+197.1K shares, valued at $49.2M); decreased their positions in N/A (-62.7K shares, valued at $36.7M), EEM (-639.7K shares, valued at $36.6M), EFA (-359.2K shares, valued at $35.4M); initiated new positions in JFLX (+181.6K shares, valued at $9.0M), EELV (+293.7K shares, valued at $8.3M), VCSH (+100.3K shares, valued at $7.9M).

1M P&L

+171.6M+3.25%

3M P&L

+173.3M+3.28%

HY P&L

+447.0M+8.93%

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/A4.2B

81.7%

2Consumer Electronics134.8M

2.6%

3Software - Infrastructure113.4M

2.2%

Top Industries by Stock Count

1N/A444 stocks

56.0%

2Software - Application15 stocks

1.9%

3Asset Management15 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR5.0M shares38.27%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR2.8M shares5.16%2026-03-312026-05-14

AAPL APPLE INC517.0K shares4.46%2026-03-312026-05-14

SPTM SPDR SERIES TRUST1.4M shares-4.02%2026-03-312026-05-14

PVAL PUTNAM ETF TRUST2.3M shares16.10%2026-03-312026-05-14

IVV ISHARES TR157.7K shares4.06%2026-03-312026-05-14

JCPB J P MORGAN EXCHANGE TRADED F2.2M shares19.45%2026-03-312026-05-14

VTI VANGUARD INDEX FDS297.8K shares-2.42%2026-03-312026-05-14

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SPYM SPDR SERIES TRUST1.2M shares28.65%2026-03-312026-05-14

VFLO VICTORY PORTFOLIOS II2.4M shares18.03%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR1.1M shares25.77%2026-03-312026-05-14

JMBS JANUS DETROIT STR TR2.0M shares14.56%2026-03-312026-05-14

QUAL ISHARES TR454.0K shares-21.82%2026-03-312026-05-14

MSFT MICROSOFT CORP226.5K shares8.83%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR126.6K shares-33.14%2026-03-312026-05-14

LRGF ISHARES TR1.1M shares22.70%2026-03-312026-05-14

Sponsored

AVDE AMERICAN CENTY ETF TR809.0K shares28.94%2026-03-312026-05-14

IVW ISHARES TR592.9K shares-27.36%2026-03-312026-05-14

IQLT ISHARES TR1.4M shares35.89%2026-03-312026-05-14

IVE ISHARES TR286.4K shares11.65%2026-03-312026-05-14

SPTS SPDR SERIES TRUST2.1M shares12.74%2026-03-312026-05-14

SMLF ISHARES TR734.0K shares45.15%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR2.2M shares0.07%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR2.1M shares4.43%2026-03-312026-05-14

Sponsored

IWM ISHARES TR205.6K shares2314.29%2026-03-312026-05-14

IJK ISHARES TR491.5K shares19935.06%2026-03-312026-05-14

IJS ISHARES TR411.8K shares11920.96%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO163.9K shares3.63%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL99.5K shares6.41%2026-03-312026-05-14

TCAF T ROWE PRICE ETF INC1.3M shares-0.05%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST1.3M shares9.22%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T65.8K shares-25.34%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC135.3K shares1.11%2026-03-312026-05-14

NVDA NVIDIA CORPORATION225.0K shares19.46%2026-03-312026-05-14

HEWJ ISHARES TR680.0K shares74.02%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR1.5M shares2.95%2026-03-312026-05-14

SHY ISHARES TR469.8K shares8.25%2026-03-312026-05-14

QLTY GMO ETF TRUST1.0M shares11962.74%2026-03-312026-05-14

AMZN AMAZON COM INC176.4K shares8.84%2026-03-312026-05-14

IOO ISHARES TR300.5K shares1.62%2026-03-312026-05-14

Sponsored

STIP ISHARES TR351.7K shares-19.47%2026-03-312026-05-14

JIRE J P MORGAN EXCHANGE TRADED F468.6K shares2.71%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR593.0K shares-17.78%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC99.0K shares-1.73%2026-03-312026-05-14

VTV VANGUARD INDEX FDS166.7K shares-1.66%2026-03-312026-05-14

COWZ PACER FDS TR490.9K shares-25.40%2026-03-312026-05-14

GPIX GOLDMAN SACHS ETF TR582.9K shares127.31%2026-03-312026-05-14

SHV ISHARES TR264.3K shares-4.73%2026-03-312026-05-14

Sponsored

HON HONEYWELL INTL INC126.3K shares-0.18%2026-03-312026-05-14

DGRW WISDOMTREE TR322.1K shares4.04%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR1.2M shares3.45%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS425.4K shares-2.91%2026-03-312026-05-14

ALPHABET INC ALPHABET INC93.3K shares10.10%2026-03-312026-05-14

LQD ISHARES TR248.4K shares-0.50%2026-03-312026-05-14

INTF ISHARES TR673.1K shares-11.14%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS44.3K shares-27.29%2026-03-312026-05-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II110.1K shares15.63%2026-03-312026-05-14

IUSB ISHARES TR550.5K shares40.31%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR280.7K shares-3.38%2026-03-312026-05-14

OUNZ VANECK MERK GOLD ETF543.6K shares-4.39%2026-03-312026-05-14

SPYV SPDR SERIES TRUST439.2K shares-3.08%2026-03-312026-05-14

VV VANGUARD INDEX FDS82.0K shares-6.55%2026-03-312026-05-14

NEE NEXTERA ENERGY INC264.5K shares0.47%2026-03-312026-05-14

HFSI HARTFORD FDS EXCHANGE TRADED706.0K shares11.98%2026-03-312026-05-14

Sponsored

IEMG ISHARES INC336.5K shares18.39%2026-03-312026-05-14

GOVT ISHARES TR1.0M shares76.94%2026-03-312026-05-14

TLH ISHARES TR229.8K shares9.00%2026-03-312026-05-14

EMLP FIRST TR EXCHANGE-TRADED FD520.9K shares-2.52%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS372.9K shares16.06%2026-03-312026-05-14

IAGG ISHARES TR441.0K shares7.66%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR717.2K shares91.49%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T125.6K shares39.34%2026-03-312026-05-14

Sponsored

BKGI BNY MELLON ETF TRUST471.1K shares1.95%2026-03-312026-05-14

SNSR GLOBAL X FDS553.1K shares-23.65%2026-03-312026-05-14

SPYG SPDR SERIES TRUST205.5K shares2.24%2026-03-312026-05-14

IDEV ISHARES TR236.6K shares-2.70%2026-03-312026-05-14

XOM EXXON MOBIL CORP123.1K shares2.98%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE455.9K shares-25.53%2026-03-312026-05-14

ITOT ISHARES TR132.6K shares-6.64%2026-03-312026-05-14

SPSB SPDR SERIES TRUST631.6K shares-22.59%2026-03-312026-05-14

Sponsored

PID INVESCO EXCHANGE TRADED FD T838.9K shares-11.34%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR168.5K shares-13.41%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST316.9K shares41.60%2026-03-312026-05-14

IEF ISHARES TR192.3K shares14.25%2026-03-312026-05-14

EIPI FIRST TR EXCHNG TRADED FD VI804.2K shares-2.74%2026-03-312026-05-14

MBB ISHARES TR185.3K shares26.68%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS58.4K shares-39.03%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD268.7K shares6.27%2026-03-312026-05-14

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T217.2K shares-3.48%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II145.8K shares13.38%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR360.5K shares21.78%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR562.9K shares0.17%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC283.9K shares0.78%2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T111.1K shares-3.36%2026-03-312026-05-14

CVX CHEVRON CORPORATION80.4K shares-36.20%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR114.3K shares3.66%2026-03-312026-05-14

Sponsored

IJR ISHARES TR121.5K shares-0.69%2026-03-312026-05-14

USFR WISDOMTREE TR301.5K shares-1.33%2026-03-312026-05-14

JQUA J P MORGAN EXCHANGE TRADED F237.9K shares1.46%2026-03-312026-05-14

USMV ISHARES TR157.0K shares0.55%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO47.5K shares4.40%2026-03-312026-05-14

USIG ISHARES TR278.9K shares12.09%2026-03-312026-05-14

CORP PIMCO ETF TR145.4K shares3.87%2026-03-312026-05-14

IDMO INVESCO EXCH TRADED FD TR II248.0K shares10.28%2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO14.6K shares11.69%2026-03-312026-05-14

EFV ISHARES TR185.2K shares40.43%2026-03-312026-05-14

JMTG J P MORGAN EXCHANGE TRADED F273.8K shares-1.26%2026-03-312026-05-14

HEFA ISHARES TR320.1K shares-1.08%2026-03-312026-05-14

AGG ISHARES TR136.9K shares2.19%2026-03-312026-05-14

QJUN FIRST TR EXCHNG TRADED FD VI420.0K shares-2.44%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD279.9K shares4.80%2026-03-312026-05-14

IGIB ISHARES TR248.0K shares2.54%2026-03-312026-05-14

Sponsored

EEMV ISHARES INC197.8K shares-0.42%2026-03-312026-05-14

BOTZ GLOBAL X FDS377.8K shares10.14%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS270.4K shares1.50%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST175.3K shares0.06%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL379.4K shares-4.38%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION12.4K shares5.84%2026-03-312026-05-14

BIL SPDR SERIES TRUST133.2K shares17.79%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON49.8K shares3.99%2026-03-312026-05-14

Sponsored

ISCF ISHARES TR282.3K shares-12.92%2026-03-312026-05-14

ABBV ABBVIE INC55.6K shares1.11%2026-03-312026-05-14

SPGP INVESCO EXCHANGE TRADED FD T110.5K shares-54.20%2026-03-312026-05-14

TSLA TESLA INC31.1K shares10.63%2026-03-312026-05-14

RMT ROYCE MICRO-CAP TR INC1.0M shares-2.37%2026-03-312026-05-14

META META PLATFORMS INC20.1K shares6.50%2026-03-312026-05-14

ICOW PACER FDS TR256.8K shares-18.58%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II207.5K shares-0.90%2026-03-312026-05-14

Sponsored

SCHY SCHWAB STRATEGIC TR335.1K shares3.55%2026-03-312026-05-14

GLDM WORLD GOLD TR112.3K shares2805.64%2026-03-312026-05-14

ICLO INVESCO ACTIVELY MANAGED EXC412.0K shares3.02%2026-03-312026-05-14

WMT WALMART INC83.3K shares15.38%2026-03-312026-05-14

GRID FIRST TR EXCHANGE-TRADED FD60.5K shares-0.22%2026-03-312026-05-14

IEFA ISHARES TR108.4K shares-6.59%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS46.0K shares-6.97%2026-03-312026-05-14

BEN FRANKLIN RESOURCES INC411.1K shares1.80%2026-03-312026-05-14

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD565.8K shares22.55%2026-03-312026-05-14

REGL PROSHARES TR107.5K shares11.76%2026-03-312026-05-14

BA BOEING CO44.9K shares15.79%2026-03-312026-05-14

RTX RTX CORPORATION47.7K shares0.73%2026-03-312026-05-14

PG PROCTER & GAMBLE CO64.4K shares3.09%2026-03-312026-05-14

JFLX J P MORGAN EXCHANGE TRADED F181.6K sharesnew addition2026-03-312026-05-14

EFG ISHARES TR78.6K shares1323.96%2026-03-312026-05-14

XMHQ INVESCO EXCHANGE TRADED FD T83.3K shares-4.05%2026-03-312026-05-14

Sponsored

BSJT INVESCO EXCH TRD SLF IDX FD408.9K shares0.63%2026-03-312026-05-14

IXUS ISHARES TR98.1K shares-0.76%2026-03-312026-05-14

CSCO CISCO SYS INC110.2K shares0.90%2026-03-312026-05-14

VXUS VANGUARD STAR FDS109.1K shares-3.40%2026-03-312026-05-14

BSCV INVESCO EXCH TRD SLF IDX FD516.9K shares-3.79%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND18.2K shares3.91%2026-03-312026-05-14

FBT FIRST TR EXCHANGE-TRADED FD41.8K shares0.51%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST246.2K shares51.86%2026-03-312026-05-14

Sponsored

RVT ROYCE SMALL CAP TRUST INC492.0K shares-2.30%2026-03-312026-05-14

EELV INVESCO EXCH TRADED FD TR II293.7K sharesnew addition2026-03-312026-05-14

DIVO AMPLIFY ETF TR184.1K shares-32.02%2026-03-312026-05-14

BROADCOM INC BROADCOM INC26.0K shares16.39%2026-03-312026-05-14

FXR FIRST TR EXCHANGE-TRADED FD96.7K shares-0.65%2026-03-312026-05-14

FHLC FIDELITY COVINGTON TRUST112.3K shares-0.20%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS100.3K sharesnew addition2026-03-312026-05-14

MTUM ISHARES TR31.8K shares45.00%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F142.0K shares-2.82%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS84.6K shares-0.36%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST199.9K shares52.13%2026-03-312026-05-14

GLD SPDR GOLD TR16.6K shares-5.09%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC19.6K shares-6.70%2026-03-312026-05-14

BSCX INVESCO EXCH TRD SLF IDX FD337.1K shares1.38%2026-03-312026-05-14

USHY ISHARES TR192.3K shares0.58%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F91.5K shares-6.27%2026-03-312026-05-14

Sponsored

AVLV AMERICAN CENTY ETF TR85.7K shares-32.24%2026-03-312026-05-14

BSCW INVESCO EXCH TRD SLF IDX FD334.4K shares0.93%2026-03-312026-05-14

FEBT AIM ETF PRODUCTS TRUST180.5K shares-5.20%2026-03-312026-05-14

EMGF ISHARES INC108.4K shares-0.31%2026-03-312026-05-14

AMAT APPLIED MATLS INC18.7K shares1.62%2026-03-312026-05-14

FNCL FIDELITY COVINGTON TRUST92.0K shares-3.59%2026-03-312026-05-14

AIQ GLOBAL X FDS134.7K sharesnew addition2026-03-312026-05-14

BSCU INVESCO EXCH TRD SLF IDX FD374.4K shares-0.67%2026-03-312026-05-14

Sponsored

IBDS ISHARES TR258.0K shares20.45%2026-03-312026-05-14

IBDR ISHARES TR257.8K shares20.31%2026-03-312026-05-14

IBDT ISHARES TR245.3K shares21.00%2026-03-312026-05-14

QDPL PACER FDS TR149.2K shares9.81%2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD268.3K shares3.22%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F119.6K sharesnew addition2026-03-312026-05-14

DFEM DIMENSIONAL ETF TRUST169.6K shares-1.43%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR186.2K shares-0.26%2026-03-312026-05-14

Sponsored

YSEP FIRST TR EXCHNG TRADED FD VI217.8K shares53.35%2026-03-312026-05-14

HD HOME DEPOT INC17.3K shares12.56%2026-03-312026-05-14

BLCR BLACKROCK ETF TRUST135.3K sharesnew addition2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS23.2K shares18.06%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD284.8K shares-0.99%2026-03-312026-05-14

VB VANGUARD INDEX FDS21.1K shares-2.49%2026-03-312026-05-14

IDEF BLACKROCK ETF TRUST164.8K sharesnew addition2026-03-312026-05-14

FIW FIRST TR EXCHANGE-TRADED FD52.4K shares15.93%2026-03-312026-05-14

Sponsored

TXN TEXAS INSTRS INC27.8K shares0.93%2026-03-312026-05-14

JGRO J P MORGAN EXCHANGE TRADED F63.8K shares5.21%2026-03-312026-05-14

WTV WISDOMTREE TR57.2K shares-12.26%2026-03-312026-05-14

URA GLOBAL X FDS109.5K shares14.03%2026-03-312026-05-14

DGRS WISDOMTREE TR94.0K shares23.23%2026-03-312026-05-14

CVLC MORGAN STANLEY ETF TRUST62.0K shares120.19%2026-03-312026-05-14

GBCI GLACIER BANCORP INC NEW110.1K shares-3.49%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS106.1K shares76.58%2026-03-312026-05-14

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25.4K shares-7.92%2026-03-312026-05-14

PLD PROLOGIS INC.36.2K shares-1.47%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC39.6K shares14.33%2026-03-312026-05-14

MOAT VANECK ETF TRUST49.5K shares-3.82%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC94.8K shares11.87%2026-03-312026-05-14

V VISA INC15.3K shares3.60%2026-03-312026-05-14

ESGD ISHARES TR46.7K shares-17.16%2026-03-312026-05-14

ABT ABBOTT LABORATORIES44.0K shares-3.27%2026-03-312026-05-14

Sponsored

CVIE MORGAN STANLEY ETF TRUST60.7K shares75.42%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR93.8K shares2.25%2026-03-312026-05-14

QUVU HARTFORD FDS EXCHANGE TRADED160.1K shares-0.47%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-14

IYR ISHARES TR45.0K shares9.00%2026-03-312026-05-14

CME CME GROUP INC14.2K shares4.53%2026-03-312026-05-14

BSCY INVESCO EXCH TRD SLF IDX FD200.7K shares69.42%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F73.3K shares-8.39%2026-03-312026-05-14

Sponsored

ASML ASML HLDG NV3.0K shares0.07%2026-03-312026-05-14

VIGI VANGUARD WHITEHALL FDS45.5K shares-7.61%2026-03-312026-05-14

IUSV ISHARES TR39.5K shares-6.08%2026-03-312026-05-14

CAT CATERPILLAR INC5.5K shares3.22%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS80.0K shares11.78%2026-03-312026-05-14

PGX INVESCO EXCH TRADED FD TR II25.3K shares-1.48%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC25.2K shares8.50%2026-03-312026-05-14

EFA ISHARES TR40.1K shares-89.95%2026-03-312026-05-14

Sponsored

ORCL ORACLE CORP27.0K shares16.70%2026-03-312026-05-14

JMEE J P MORGAN EXCHANGE TRADED F58.2K shares122.52%2026-03-312026-05-14

KO COCA COLA CO51.4K shares10.68%2026-03-312026-05-14

SUSA ISHARES TR29.3K shares-4.90%2026-03-312026-05-14

FNDC SCHWAB STRATEGIC TR81.6K shares-9.62%2026-03-312026-05-14

MCD MCDONALDS CORP12.4K shares17.83%2026-03-312026-05-14

BUL PACER FDS TR69.4K shares-34.74%2026-03-312026-05-14

OCTT AIM ETF PRODUCTS TRUST89.1K shares8.60%2026-03-312026-05-14

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ICF ISHARES TR60.7K shares-10.08%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T78.6K shares6.50%2026-03-312026-05-14

PECO PHILLIPS EDISON & CO INC100.3K shares-4.64%2026-03-312026-05-14

DMXF ISHARES TR47.1K shares63.19%2026-03-312026-05-14

RODM LATTICE STRATEGIES TR88.7K shares-2.65%2026-03-312026-05-14

MPWR MONOLITHIC PWR SYS INC3.1K shares-2.24%2026-03-312026-05-14

MINT PIMCO ETF TR34.4K shares31.85%2026-03-312026-05-14

AHR AMERICAN HEALTHCARE REIT INC72.4K shares-5.56%2026-03-312026-05-14

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FSK FS KKR CAP CORP340.1K shares-5.39%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE11.5K shares13.92%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC7.7K shares-2.53%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW17.5K shares-8.33%2026-03-312026-05-14

USRT ISHARES TR55.2K shares-18.70%2026-03-312026-05-14

PEP PEPSICO INC21.0K shares8.69%2026-03-312026-05-14

IWF ISHARES TR7.5K shares0.23%2026-03-312026-05-14

NFLX NETFLIX INC.33.4K shares69.20%2026-03-312026-05-14

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BAC BANK AMERICA CORP64.6K shares-0.55%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC27.4K shares-5.03%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC21.3K shares-32.32%2026-03-312026-05-14

USXF ISHARES TR55.7K shares56.83%2026-03-312026-05-14

SGOV ISHARES TR30.1K shares262.24%2026-03-312026-05-14

MUB ISHARES TR28.3K shares21.76%2026-03-312026-05-14

SMMV ISHARES TR68.4K shares-0.35%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR26.3K shares0.45%2026-03-312026-05-14

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BND VANGUARD BD INDEX FDS40.1K shares-19.50%2026-03-312026-05-14

ETHO AMPLIFY ETF TR43.9K shares-8.58%2026-03-312026-05-14

AGZD WISDOMTREE TR126.9K shares-16.48%2026-03-312026-05-14

MKL MARKEL GROUP INC1.5K shares-1.45%2026-03-312026-05-14

GEV GE VERNOVA INC3.2K shares12.87%2026-03-312026-05-14

NLR VANECK ETF TRUST20.8K shares17.24%2026-03-312026-05-14

PYLD PIMCO ETF TR106.1K shares53.41%2026-03-312026-05-14

MEAR ISHARES U S ETF TR55.1K shares-22.71%2026-03-312026-05-14

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INTC INTEL CORP57.4K shares7.35%2026-03-312026-05-14

SPSM SPDR SERIES TRUST56.4K shares-5.10%2026-03-312026-05-14

APH AMPHENOL CORP21.3K shares40.85%2026-03-312026-05-14

IWB ISHARES TR7.5K shares16.55%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F53.4K shares-27.89%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC5.4K shares12.26%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD38.4K shares-30.75%2026-03-312026-05-14

BYLD ISHARES TR116.2K sharesnew addition2026-03-312026-05-14

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SPHY SPDR SERIES TRUST112.8K shares13.67%2026-03-312026-05-14

GPIQ GOLDMAN SACHS ETF TR52.7K shares-1.43%2026-03-312026-05-14

GCOW PACER FDS TR56.6K shares-2.69%2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F51.2K shares-12.93%2026-03-312026-05-14

T AT&T INC91.9K shares3.30%2026-03-312026-05-14

ILCB ISHARES TR28.6K shares-0.67%2026-03-312026-05-14

CGMU CAPITAL GRP FIXED INCM ETF T94.9K shares-27.27%2026-03-312026-05-14

FYLD CAMBRIA ETF TR68.8K shares-10.19%2026-03-312026-05-14

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EATON CORP PLC EATON CORP PLC6.9K shares25.30%2026-03-312026-05-14

JPME J P MORGAN EXCHANGE TRADED F21.9K sharesnew addition2026-03-312026-05-14

SOXX ISHARES TR7.4K shares-1.93%2026-03-312026-05-14

FEBW AIM ETF PRODUCTS TRUST73.0K shares-1.13%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T53.0K shares-0.03%2026-03-312026-05-14

DSI ISHARES TR19.6K shares-3.51%2026-03-312026-05-14

VOTE TCW ETF TRUST31.1K shares9.69%2026-03-312026-05-14

TLT ISHARES TR27.5K shares-11.90%2026-03-312026-05-14

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DE DEERE & CO4.1K shares10.37%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC11.0K shares51.89%2026-03-312026-05-14

USB US BANCORP43.1K shares16.50%2026-03-312026-05-14

LECO LINCOLN ELEC HLDGS INC8.9K shares-1.23%2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN13.8K shares-2.11%2026-03-312026-05-14

SPMD SPDR SERIES TRUST36.9K shares-20.35%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP3.6K shares2.68%2026-03-312026-05-14

DTE DTE ENERGY CO14.8K shares11.93%2026-03-312026-05-14

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SO SOUTHERN CO22.4K shares4.71%2026-03-312026-05-14

AZO AUTOZONE INC632 shares0.32%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.9K shares-7.82%2026-03-312026-05-14

MELI MERCADOLIBRE INC1.2K shares17.29%2026-03-312026-05-14

TJX TJX COS INC NEW12.7K shares5.92%2026-03-312026-05-14

IJH ISHARES TR29.7K shares-2.02%2026-03-312026-05-14

AMGN AMGEN INC5.7K shares3.47%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS40.4K sharesnew addition2026-03-312026-05-14

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VUG VANGUARD INDEX FDS4.5K shares-3.04%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF48.8K shares10.31%2026-03-312026-05-14

PDN INVESCO EXCH TRADED FD TR II44.7K shares-0.31%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW14.8K shares6.96%2026-03-312026-05-14

COP CONOCOPHILLIPS15.0K shares-9.35%2026-03-312026-05-14

MA MASTERCARD INCORPORATED3.9K shares24.32%2026-03-312026-05-14

RWL INVESCO EXCH TRADED FD TR II16.4K sharesnew addition2026-03-312026-05-14

JANT AIM ETF PRODUCTS TRUST46.6K shares-4.78%2026-03-312026-05-14

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AAXJ ISHARES TR19.3K shares-0.46%2026-03-312026-05-14

IBTG ISHARES TR79.8K shares17.51%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC15.9K shares25.31%2026-03-312026-05-14

IBTH ISHARES TR80.9K shares15.96%2026-03-312026-05-14

IBTI ISHARES TR81.3K shares17.85%2026-03-312026-05-14

PFE PFIZER INC63.2K shares38.81%2026-03-312026-05-14

TIP ISHARES TR16.3K shares-42.12%2026-03-312026-05-14

NUSC NUSHARES ETF TR39.4K shares-12.98%2026-03-312026-05-14

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CGGO CAPITAL GROUP GBL GROWTH EQT52.2K shares0.19%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP28.4K shares2.35%2026-03-312026-05-14

QCOM QUALCOMM INC13.7K shares0.47%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR34.8K shares-4.44%2026-03-312026-05-14

AVGE AMERICAN CENTY ETF TR19.3K shares-7.54%2026-03-312026-05-14

VO VANGUARD INDEX FDS5.9K shares-1.84%2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR60.4K shares0.43%2026-03-312026-05-14

MS MORGAN STANLEY9.9K shares221.89%2026-03-312026-05-14

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IWV ISHARES TR4.4K shares91.15%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC22.6K shares-1.34%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR42.4K shares-7.32%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP5.7K shares0.83%2026-03-312026-05-14

PULS PGIM ETF TR32.3K shares2.50%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC18.5K shares-20.57%2026-03-312026-05-14

WFC WELLS FARGO & CO19.5K shares14.52%2026-03-312026-05-14

AVSU AMERICAN CENTY ETF TR21.0K shares373.86%2026-03-312026-05-14

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ORLY OREILLY AUTOMOTIVE INC16.9K shares2.72%2026-03-312026-05-14

IWN ISHARES TR8.1K shares-16.23%2026-03-312026-05-14

FTEC FIDELITY COVINGTON TRUST7.3K shares-11.50%2026-03-312026-05-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC19.6K shares-27.67%2026-03-312026-05-14

XEL XCEL ENERGY INC18.8K shares22.23%2026-03-312026-05-14

MO ALTRIA GROUP INC22.9K shares-8.87%2026-03-312026-05-14

GILD GILEAD SCIENCES INC10.6K shares12.42%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T26.9K sharesnew addition2026-03-312026-05-14

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PFG PRINCIPAL FINANCIAL GROUP IN16.3K shares-0.59%2026-03-312026-05-14

NAD NUVEEN QUALITY MUNCP INCOME124.4K shares-10.18%2026-03-312026-05-14

NVS NOVARTIS AG9.4K shares-6.60%2026-03-312026-05-14

IYW ISHARES TR7.8K shares-12.23%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC8.0K shares-3.70%2026-03-312026-05-14

CB CHUBB LTD SWITZ4.4K shares57.17%2026-03-312026-05-14

CMI CUMMINS INC2.6K shares4.25%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF36.7K shares54.53%2026-03-312026-05-14

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BMY BRISTOL-MYERS SQUIBB CO22.8K shares11.92%2026-03-312026-05-14

DBB INVESCO DB MULTI-SECTOR COMM59.2K shares-5.28%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC3.2K shares1.53%2026-03-312026-05-14

BP BP PLC30.0K shares-9.72%2026-03-312026-05-14

PAYX PAYCHEX INC15.1K shares5.91%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC5.0K shares-4.91%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC3.3K shares0.43%2026-03-312026-05-14

ESGU ISHARES TR9.6K shares-1.06%2026-03-312026-05-14

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BRW SABA CAPITAL INCOME & OPRNT201.3K shares11.52%2026-03-312026-05-14

IGV ISHARES TR16.9K shares19.09%2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST18.7K shares10.67%2026-03-312026-05-14

SYK STRYKER CORPORATION4.1K shares24.80%2026-03-312026-05-14

EEM ISHARES TR23.2K shares-96.51%2026-03-312026-05-14

UNP UNION PAC CORP5.4K shares1.74%2026-03-312026-05-14

MMM 3M CO9.1K shares-15.18%2026-03-312026-05-14

HPE HEWLETT PACKARD ENTERPRISE C54.9K shares11.35%2026-03-312026-05-14

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SBUX STARBUCKS CORP14.4K shares16.52%2026-03-312026-05-14

FRDM EA SERIES TRUST23.3K sharesnew addition2026-03-312026-05-14

IXC ISHARES TR23.3K shares-18.83%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC1.3K shares42.95%2026-03-312026-05-14

DIS DISNEY WALT CO13.3K shares-2.53%2026-03-312026-05-14

GDE WISDOMTREE TR20.0K sharesnew addition2026-03-312026-05-14

OCTW AIM ETF PRODUCTS TRUST32.8K shares-5.87%2026-03-312026-05-14

CALF PACER FDS TR27.8K shares-89.97%2026-03-312026-05-14

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IWD ISHARES TR5.8K sharesnew addition2026-03-312026-05-14

DFSI DIMENSIONAL ETF TRUST28.4K sharesnew addition2026-03-312026-05-14

SMH VANECK ETF TRUST3.1K shares-0.92%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.4K shares18.45%2026-03-312026-05-14

WELL WELLTOWER INC6.1K shares-2.86%2026-03-312026-05-14

VCEB VANGUARD WORLD FD19.0K shares183.67%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR38.6K shares-3.52%2026-03-312026-05-14

NEA NUVEEN AMT FREE QLTY MUN INC103.6K shares-9.29%2026-03-312026-05-14

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HYXF ISHARES TR25.5K shares258.22%2026-03-312026-05-14

FAUG FIRST TR EXCHNG TRADED FD VI22.5K shares-1.12%2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD23.2K shares-10.98%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR9.2K shares-10.57%2026-03-312026-05-14

FDN FIRST TR EXCHANGE-TRADED FD4.9K shares-21.77%2026-03-312026-05-14

TMUS T-MOBILE US INC5.7K shares46.58%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR10.3K shares-52.88%2026-03-312026-05-14

NFJ VIRTUS DIVIDEND INTEREST & P88.9K shares-11.85%2026-03-312026-05-14

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BSMS INVESCO EXCH TRD SLF IDX FD48.6K shares0.00%2026-03-312026-05-14

XLRE SELECT SECTOR SPDR TR27.7K shares-81.27%2026-03-312026-05-14

USSG DBX ETF TR18.8K sharesnew addition2026-03-312026-05-14

ARCC ARES CAPITAL CORP63.4K shares5.75%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP5.0K shares17.14%2026-03-312026-05-14

FIDU FIDELITY COVINGTON TRUST12.6K shares-14.75%2026-03-312026-05-14

EIPX FIRST TR EXCHANGE-TRADED FD34.6K shares8.21%2026-03-312026-05-14

XYL XYLEM INC9.0K shares31.58%2026-03-312026-05-14

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ADBE ADOBE INC4.5K shares3.67%2026-03-312026-05-14

EXC EXELON CORP22.4K shares-0.37%2026-03-312026-05-14

KLAC KLA CORP719 shares14.67%2026-03-312026-05-14

JPSE J P MORGAN EXCHANGE TRADED F20.8K sharesnew addition2026-03-312026-05-14

TAFI AB ACTIVE ETFS INC43.5K sharesnew addition2026-03-312026-05-14

DGX QUEST DIAGNOSTICS INC5.5K shares1.93%2026-03-312026-05-14

GWW WW GRAINGER INC976 shares-0.61%2026-03-312026-05-14

GLW CORNING INC7.5K shares13.13%2026-03-312026-05-14

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XLV SELECT SECTOR SPDR TR7.2K shares-38.48%2026-03-312026-05-14

BASG ADVISORS INNER CIRCLE FD III46.7K shares402.68%2026-03-312026-05-14

DTM DT MIDSTREAM INC7.9K shares4.79%2026-03-312026-05-14

PAVE GLOBAL X FDS20.3K sharesnew addition2026-03-312026-05-14

MTB M & T BK CORP5.0K shares-0.24%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW3.1K shares72.58%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC6.4K shares0.47%2026-03-312026-05-14

BGRN ISHARES TR21.8K shares-28.51%2026-03-312026-05-14

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OKE ONEOK INC NEW11.8K shares-1.48%2026-03-312026-05-14

XME SPDR SERIES TRUST9.3K shares-0.09%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR20.5K shares-52.23%2026-03-312026-05-14

ENB ENBRIDGE INC18.9K shares6.61%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC8.6K shares7.54%2026-03-312026-05-14

O REALTY INCOME CORP16.2K shares-18.29%2026-03-312026-05-14

VIV TELEFONICA BRASIL SA61.5K shares-2.43%2026-03-312026-05-14

CRM SALESFORCE INC5.3K shares83.38%2026-03-312026-05-14

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LNG CHENIERE ENERGY INC3.6K shares68.01%2026-03-312026-05-14

ACWI ISHARES TR7.0K shares-10.95%2026-03-312026-05-14

WPC WP CAREY INC14.0K shares3.14%2026-03-312026-05-14

IBMO ISHARES TR37.9K shares16.82%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC4.6K shares30.92%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY12.2K shares1.18%2026-03-312026-05-14

VTES VANGUARD WELLINGTON FD9.4K shares-46.38%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC9.6K shares3.62%2026-03-312026-05-14

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HIG HARTFORD INSURANCE GROUP INC6.9K shares0.66%2026-03-312026-05-14

MYN BLACKROCK MUNIYIELD N Y QUAL94.9K sharesnew addition2026-03-312026-05-14

IGSB ISHARES TR17.5K shares15.82%2026-03-312026-05-14

PAGP PLAINS GP HLDGS L P38.6K shares-1.95%2026-03-312026-05-14

GDLC GRAYSCALE COINDESK CRYPTO28.3K shares-6.59%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.9K shares68.57%2026-03-312026-05-14

SLV ISHARES SILVER TR13.0K shares-11.85%2026-03-312026-05-14

MGK VANGUARD WORLD FD2.4K shares-21.25%2026-03-312026-05-14

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FDX FEDEX CORP2.5K shares73.67%2026-03-312026-05-14

CSX CSX CORP21.3K shares7.30%2026-03-312026-05-14

SAP SAP SE5.1K shares0.23%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC7.7K shares47.17%2026-03-312026-05-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST40.7K sharesnew addition2026-03-312026-05-14

LOW LOWES COS INC3.7K shares-24.65%2026-03-312026-05-14

DGRO ISHARES TR12.4K shares-12.76%2026-03-312026-05-14

SYSB ISHARES TR9.8K shares66.39%2026-03-312026-05-14

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EPD ENTERPRISE PRODS PARTNERS L23.2K shares-0.30%2026-03-312026-05-14

FSCO FS CREDIT OPPORTUNITIES CORP168.5K shares-7.19%2026-03-312026-05-14

FE FIRSTENERGY CORP17.0K sharesnew addition2026-03-312026-05-14

BNL BROADSTONE NET LEASE INC46.8K shares-4.15%2026-03-312026-05-14

CBSH COMMERCE BANCSHARES INC17.6K shares0.75%2026-03-312026-05-14

LNT ALLIANT ENERGY CORP12.0K shares0.54%2026-03-312026-05-14

IWR ISHARES TR8.8K shares-2.96%2026-03-312026-05-14

IBMP ISHARES TR33.5K shares19.49%2026-03-312026-05-14

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KEYS KEYSIGHT TECHNOLOGIES INC2.9K shares56.46%2026-03-312026-05-14

IBMQ ISHARES TR33.2K shares80.87%2026-03-312026-05-14

FTLS FIRST TR EXCH TRADED FD III11.8K shares0.05%2026-03-312026-05-14

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DFIV DIMENSIONAL ETF TRUST15.6K shares0.03%2026-03-312026-05-14

LINDE PLC LINDE PLC1.7K shares50.86%2026-03-312026-05-14

AON PLC AON PLC2.5K sharesnew addition2026-03-312026-05-14

MCK MCKESSON CORP929 shares10.20%2026-03-312026-05-14

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SCHW SCHWAB CHARLES CORP8.8K shares1.23%2026-03-312026-05-14

QLD PROSHARES TR12.9K shares-7.06%2026-03-312026-05-14

VNLA JANUS DETROIT STR TR16.5K shares-28.54%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN4.0K shares8.19%2026-03-312026-05-14

VGT VANGUARD WORLD FD1.1K shares-15.76%2026-03-312026-05-14

WCN WASTE CONNECTIONS INC4.9K shares195.56%2026-03-312026-05-14

GLOF ISHARES TR15.0K shares-11.83%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD19.9K shares-14.13%2026-03-312026-05-14

Sponsored

ES EVERSOURCE ENERGY11.3K shares3.72%2026-03-312026-05-14

NULV NUSHARES ETF TR17.1K shares-18.75%2026-03-312026-05-14

HP INC HP INC40.8K shares0.33%2026-03-312026-05-14

WM WASTE MGMT INC DEL3.3K shares18.42%2026-03-312026-05-14

FUTY FIDELITY COVINGTON TRUST13.0K shares-26.43%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP1.1K shares-14.06%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS5.2K shares-5.83%2026-03-312026-05-14

VGMS VANGUARD MALVERN FDS14.9K sharesnew addition2026-03-312026-05-14

Sponsored

FLTR VANECK ETF TRUST29.7K shares-13.13%2026-03-312026-05-14

EMR EMERSON ELEC CO5.7K shares5.94%2026-03-312026-05-14

HUT 8 CORP HUT 8 CORP15.8K shares0.00%2026-03-312026-05-14

AEE AMEREN CORP6.7K shares0.80%2026-03-312026-05-14

AXON AXON ENTERPRISE INC1.7K shares-7.98%2026-03-312026-05-14

TFC TRUIST FINL CORP15.8K shares169.29%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS7.8K shares-5.00%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F5.2K shares-17.13%2026-03-312026-05-14

Sponsored

FMAY FIRST TR EXCHNG TRADED FD VI13.6K shares-7.04%2026-03-312026-05-14

GRMN GARMIN LTD3.0K shares21.35%2026-03-312026-05-14

EVRG EVERGY INC8.7K shares2.48%2026-03-312026-05-14

PSX PHILLIPS 664.1K shares-18.73%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC5.3K shares8.39%2026-03-312026-05-14

SPGI S&P GLOBAL INC1.7K shares13.93%2026-03-312026-05-14

USMF WISDOMTREE TR14.1K shares0.36%2026-03-312026-05-14

AMP AMERIPRISE FINL INC1.6K shares6.26%2026-03-312026-05-14

Sponsored

DELL DELL TECHNOLOGIES INC4.1K shares134.98%2026-03-312026-05-14

DGT SPDR SERIES TRUST4.1K shares-2.22%2026-03-312026-05-14

FJUN FIRST TR EXCHNG TRADED FD VI12.1K shares-39.66%2026-03-312026-05-14

TGT TARGET CORP5.7K shares11.39%2026-03-312026-05-14

FBND

FIDELITY MERRIMACK STR TR

38.27%

Shares5.0M

Event2026-03-31

Filed2026-05-14

JAAA

JANUS DETROIT STR TR

5.16%

Shares2.8M

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

4.46%

Shares517.0K

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

-4.02%

Shares1.4M

Event2026-03-31

Filed2026-05-14

PVAL

PUTNAM ETF TRUST

16.10%

Shares2.3M

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

4.06%

Shares157.7K

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED F

19.45%

Shares2.2M

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-2.42%

Shares297.8K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

28.65%

Shares1.2M

Event2026-03-31

Filed2026-05-14

VFLO

VICTORY PORTFOLIOS II

18.03%

Shares2.4M

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

25.77%

Shares1.1M

Event2026-03-31

Filed2026-05-14

JMBS

JANUS DETROIT STR TR

14.56%

Shares2.0M

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-21.82%

Shares454.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

8.83%

Shares226.5K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-33.14%

Shares126.6K

Event2026-03-31

Filed2026-05-14

LRGF

ISHARES TR

22.70%

Shares1.1M

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

28.94%

Shares809.0K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-27.36%

Shares592.9K

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

35.89%

Shares1.4M

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

11.65%

Shares286.4K

Event2026-03-31

Filed2026-05-14

SPTS

SPDR SERIES TRUST

12.74%

Shares2.1M

Event2026-03-31

Filed2026-05-14

SMLF

ISHARES TR

45.15%

Shares734.0K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.07%

Shares2.2M

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

4.43%

Shares2.1M

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

2314.29%

Shares205.6K

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

19935.06%

Shares491.5K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

11920.96%

Shares411.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

3.63%

Shares163.9K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

6.41%

Shares99.5K

Event2026-03-31

Filed2026-05-14

TCAF

T ROWE PRICE ETF INC

-0.05%

Shares1.3M

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

9.22%

Shares1.3M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-25.34%

Shares65.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

1.11%

Shares135.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

19.46%

Shares225.0K

Event2026-03-31

Filed2026-05-14

HEWJ

ISHARES TR

74.02%

Shares680.0K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

2.95%

Shares1.5M

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

8.25%

Shares469.8K

Event2026-03-31

Filed2026-05-14

QLTY

GMO ETF TRUST

11962.74%

Shares1.0M

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

8.84%

Shares176.4K

Event2026-03-31

Filed2026-05-14

IOO

ISHARES TR

1.62%

Shares300.5K

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-19.47%

Shares351.7K

Event2026-03-31

Filed2026-05-14

JIRE

J P MORGAN EXCHANGE TRADED F

2.71%

Shares468.6K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

-17.78%

Shares593.0K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.73%

Shares99.0K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-1.66%

Shares166.7K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

-25.40%

Shares490.9K

Event2026-03-31

Filed2026-05-14

GPIX

GOLDMAN SACHS ETF TR

127.31%

Shares582.9K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

-4.73%

Shares264.3K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

-0.18%

Shares126.3K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR

4.04%

Shares322.1K

Event2026-03-31

Filed2026-05-14

SCHZ

SCHWAB STRATEGIC TR

3.45%

Shares1.2M

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-2.91%

Shares425.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

10.10%

Shares93.3K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

-0.50%

Shares248.4K

Event2026-03-31

Filed2026-05-14

INTF

ISHARES TR

-11.14%

Shares673.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-27.29%

Shares44.3K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

15.63%

Shares110.1K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

40.31%

Shares550.5K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-3.38%

Shares280.7K

Event2026-03-31

Filed2026-05-14

OUNZ

VANECK MERK GOLD ETF

-4.39%

Shares543.6K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

-3.08%

Shares439.2K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-6.55%

Shares82.0K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.47%

Shares264.5K

Event2026-03-31

Filed2026-05-14

HFSI

HARTFORD FDS EXCHANGE TRADED

11.98%

Shares706.0K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

18.39%

Shares336.5K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

76.94%

Shares1.0M

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

9.00%

Shares229.8K

Event2026-03-31

Filed2026-05-14

EMLP

FIRST TR EXCHANGE-TRADED FD

-2.52%

Shares520.9K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

16.06%

Shares372.9K

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

7.66%

Shares441.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

91.49%

Shares717.2K

Event2026-03-31

Filed2026-05-14

PPA

INVESCO EXCHANGE TRADED FD T

39.34%

Shares125.6K

Event2026-03-31

Filed2026-05-14

BKGI

BNY MELLON ETF TRUST

1.95%

Shares471.1K

Event2026-03-31

Filed2026-05-14

SNSR

GLOBAL X FDS

-23.65%

Shares553.1K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

2.24%

Shares205.5K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

-2.70%

Shares236.6K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

2.98%

Shares123.1K

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

-25.53%

Shares455.9K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-6.64%

Shares132.6K

Event2026-03-31

Filed2026-05-14

SPSB

SPDR SERIES TRUST

-22.59%

Shares631.6K

Event2026-03-31

Filed2026-05-14

PID

INVESCO EXCHANGE TRADED FD T

-11.34%

Shares838.9K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

-13.41%

Shares168.5K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

41.60%

Shares316.9K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

14.25%

Shares192.3K

Event2026-03-31

Filed2026-05-14

EIPI

FIRST TR EXCHNG TRADED FD VI

-2.74%

Shares804.2K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

26.68%

Shares185.3K

Event2026-03-31

Filed2026-05-14

VONE

VANGUARD SCOTTSDALE FDS

-39.03%

Shares58.4K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

6.27%

Shares268.7K

Event2026-03-31

Filed2026-05-14

XSMO

INVESCO EXCHANGE TRADED FD T

-3.48%

Shares217.2K

Event2026-03-31

Filed2026-05-14

SPMO

INVESCO EXCH TRADED FD TR II

13.38%

Shares145.8K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

21.78%

Shares360.5K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

0.17%

Shares562.9K

Event2026-03-31

Filed2026-05-14

BTI

BRITISH AMERN TOB PLC

0.78%

Shares283.9K

Event2026-03-31

Filed2026-05-14

XMMO

INVESCO EXCHANGE TRADED FD T

-3.36%

Shares111.1K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-36.20%

Shares80.4K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

3.66%

Shares114.3K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-0.69%

Shares121.5K

Event2026-03-31

Filed2026-05-14

USFR

WISDOMTREE TR

-1.33%

Shares301.5K

Event2026-03-31

Filed2026-05-14

JQUA

J P MORGAN EXCHANGE TRADED F

1.46%

Shares237.9K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

0.55%

Shares157.0K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

4.40%

Shares47.5K

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

12.09%

Shares278.9K

Event2026-03-31

Filed2026-05-14

CORP

PIMCO ETF TR

3.87%

Shares145.4K

Event2026-03-31

Filed2026-05-14

IDMO

INVESCO EXCH TRADED FD TR II

10.28%

Shares248.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

11.69%

Shares14.6K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

40.43%

Shares185.2K

Event2026-03-31

Filed2026-05-14

JMTG

J P MORGAN EXCHANGE TRADED F

-1.26%

Shares273.8K

Event2026-03-31

Filed2026-05-14

HEFA

ISHARES TR

-1.08%

Shares320.1K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

2.19%

Shares136.9K

Event2026-03-31

Filed2026-05-14

QJUN

FIRST TR EXCHNG TRADED FD VI

-2.44%

Shares420.0K

Event2026-03-31

Filed2026-05-14

FVD

FIRST TR EXCHANGE-TRADED FD

4.80%

Shares279.9K

Event2026-03-31

Filed2026-05-14

IGIB

ISHARES TR

2.54%

Shares248.0K

Event2026-03-31

Filed2026-05-14

EEMV

ISHARES INC

-0.42%

Shares197.8K

Event2026-03-31

Filed2026-05-14

BOTZ

GLOBAL X FDS

10.14%

Shares377.8K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD SCOTTSDALE FDS

1.50%

Shares270.4K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

0.06%

Shares175.3K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

-4.38%

Shares379.4K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

5.84%

Shares12.4K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

17.79%

Shares133.2K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

3.99%

Shares49.8K

Event2026-03-31

Filed2026-05-14

ISCF

ISHARES TR

-12.92%

Shares282.3K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

1.11%

Shares55.6K

Event2026-03-31

Filed2026-05-14

SPGP

INVESCO EXCHANGE TRADED FD T

-54.20%

Shares110.5K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

10.63%

Shares31.1K

Event2026-03-31

Filed2026-05-14

RMT

ROYCE MICRO-CAP TR INC

-2.37%

Shares1.0M

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

6.50%

Shares20.1K

Event2026-03-31

Filed2026-05-14

ICOW

PACER FDS TR

-18.58%

Shares256.8K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-0.90%

Shares207.5K

Event2026-03-31

Filed2026-05-14

SCHY

SCHWAB STRATEGIC TR

3.55%

Shares335.1K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

2805.64%

Shares112.3K

Event2026-03-31

Filed2026-05-14

ICLO

INVESCO ACTIVELY MANAGED EXC

3.02%

Shares412.0K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

15.38%

Shares83.3K

Event2026-03-31

Filed2026-05-14

GRID

FIRST TR EXCHANGE-TRADED FD

-0.22%

Shares60.5K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-6.59%

Shares108.4K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-6.97%

Shares46.0K

Event2026-03-31

Filed2026-05-14

BEN

FRANKLIN RESOURCES INC

1.80%

Shares411.1K

Event2026-03-31

Filed2026-05-14

BLUEROCK PVT REAL ESTATE FD

22.55%

Shares565.8K

Event2026-03-31

Filed2026-05-14

REGL

PROSHARES TR

11.76%

Shares107.5K

Event2026-03-31

Filed2026-05-14

BOEING CO

15.79%

Shares44.9K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.73%

Shares47.7K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

3.09%

Shares64.4K

Event2026-03-31

Filed2026-05-14

JFLX

J P MORGAN EXCHANGE TRADED F

New

Shares181.6K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

1323.96%

Shares78.6K

Event2026-03-31

Filed2026-05-14

XMHQ

INVESCO EXCHANGE TRADED FD T

-4.05%

Shares83.3K

Event2026-03-31

Filed2026-05-14

BSJT

INVESCO EXCH TRD SLF IDX FD

0.63%

Shares408.9K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

-0.76%

Shares98.1K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

0.90%

Shares110.2K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

-3.40%

Shares109.1K

Event2026-03-31

Filed2026-05-14

BSCV

INVESCO EXCH TRD SLF IDX FD

-3.79%

Shares516.9K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

3.91%

Shares18.2K

Event2026-03-31

Filed2026-05-14

FBT

FIRST TR EXCHANGE-TRADED FD

0.51%

Shares41.8K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

51.86%

Shares246.2K

Event2026-03-31

Filed2026-05-14

RVT

ROYCE SMALL CAP TRUST INC

-2.30%

Shares492.0K

Event2026-03-31

Filed2026-05-14

EELV

INVESCO EXCH TRADED FD TR II

New

Shares293.7K

Event2026-03-31

Filed2026-05-14

DIVO

AMPLIFY ETF TR

-32.02%

Shares184.1K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

16.39%

Shares26.0K

Event2026-03-31

Filed2026-05-14

FXR

FIRST TR EXCHANGE-TRADED FD

-0.65%

Shares96.7K

Event2026-03-31

Filed2026-05-14

FHLC

FIDELITY COVINGTON TRUST

-0.20%

Shares112.3K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares100.3K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

45.00%

Shares31.8K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-2.82%

Shares142.0K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

-0.36%

Shares84.6K

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

52.13%

Shares199.9K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-5.09%

Shares16.6K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

-6.70%

Shares19.6K

Event2026-03-31

Filed2026-05-14

BSCX

INVESCO EXCH TRD SLF IDX FD

1.38%

Shares337.1K

Event2026-03-31

Filed2026-05-14

USHY

ISHARES TR

0.58%

Shares192.3K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

-6.27%

Shares91.5K

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

-32.24%

Shares85.7K

Event2026-03-31

Filed2026-05-14

BSCW

INVESCO EXCH TRD SLF IDX FD

0.93%

Shares334.4K

Event2026-03-31

Filed2026-05-14

FEBT

AIM ETF PRODUCTS TRUST

-5.20%

Shares180.5K

Event2026-03-31

Filed2026-05-14

EMGF

ISHARES INC

-0.31%

Shares108.4K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

1.62%

Shares18.7K

Event2026-03-31

Filed2026-05-14

FNCL

FIDELITY COVINGTON TRUST

-3.59%

Shares92.0K

Event2026-03-31

Filed2026-05-14

AIQ

GLOBAL X FDS

New

Shares134.7K

Event2026-03-31

Filed2026-05-14

BSCU

INVESCO EXCH TRD SLF IDX FD

-0.67%

Shares374.4K

Event2026-03-31

Filed2026-05-14

IBDS

ISHARES TR

20.45%

Shares258.0K

Event2026-03-31

Filed2026-05-14

IBDR

ISHARES TR

20.31%

Shares257.8K

Event2026-03-31

Filed2026-05-14

IBDT

ISHARES TR

21.00%

Shares245.3K

Event2026-03-31

Filed2026-05-14

QDPL

PACER FDS TR

9.81%

Shares149.2K

Event2026-03-31

Filed2026-05-14

BSJR

INVESCO EXCH TRD SLF IDX FD

3.22%

Shares268.3K

Event2026-03-31

Filed2026-05-14

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares119.6K

Event2026-03-31

Filed2026-05-14

DFEM

DIMENSIONAL ETF TRUST

-1.43%

Shares169.6K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-0.26%

Shares186.2K

Event2026-03-31

Filed2026-05-14

YSEP

FIRST TR EXCHNG TRADED FD VI

53.35%

Shares217.8K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

12.56%

Shares17.3K

Event2026-03-31

Filed2026-05-14

BLCR

BLACKROCK ETF TRUST

New

Shares135.3K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

18.06%

Shares23.2K

Event2026-03-31

Filed2026-05-14

BSCQ

INVESCO EXCH TRD SLF IDX FD

-0.99%

Shares284.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-2.49%

Shares21.1K

Event2026-03-31

Filed2026-05-14

IDEF

BLACKROCK ETF TRUST

New

Shares164.8K

Event2026-03-31

Filed2026-05-14

FIW

FIRST TR EXCHANGE-TRADED FD

15.93%

Shares52.4K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

0.93%

Shares27.8K

Event2026-03-31

Filed2026-05-14

JGRO

J P MORGAN EXCHANGE TRADED F

5.21%

Shares63.8K

Event2026-03-31

Filed2026-05-14

WTV

WISDOMTREE TR

-12.26%

Shares57.2K

Event2026-03-31

Filed2026-05-14

URA

GLOBAL X FDS

14.03%

Shares109.5K

Event2026-03-31

Filed2026-05-14

DGRS

WISDOMTREE TR

23.23%

Shares94.0K

Event2026-03-31

Filed2026-05-14

CVLC

MORGAN STANLEY ETF TRUST

120.19%

Shares62.0K

Event2026-03-31

Filed2026-05-14

GBCI

GLACIER BANCORP INC NEW

-3.49%

Shares110.1K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

76.58%

Shares106.1K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-7.92%

Shares25.4K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

-1.47%

Shares36.2K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

14.33%

Shares39.6K

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

-3.82%

Shares49.5K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

11.87%

Shares94.8K

Event2026-03-31

Filed2026-05-14

VISA INC

3.60%

Shares15.3K

Event2026-03-31

Filed2026-05-14

ESGD

ISHARES TR

-17.16%

Shares46.7K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-3.27%

Shares44.0K

Event2026-03-31

Filed2026-05-14

CVIE

MORGAN STANLEY ETF TRUST

75.42%

Shares60.7K

Event2026-03-31

Filed2026-05-14

SCHC

SCHWAB STRATEGIC TR

2.25%

Shares93.8K

Event2026-03-31

Filed2026-05-14

QUVU

HARTFORD FDS EXCHANGE TRADED

-0.47%

Shares160.1K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-05-14

IYR

ISHARES TR

9.00%

Shares45.0K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

4.53%

Shares14.2K

Event2026-03-31

Filed2026-05-14

BSCY

INVESCO EXCH TRD SLF IDX FD

69.42%

Shares200.7K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

-8.39%

Shares73.3K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-14

VIGI

VANGUARD WHITEHALL FDS

-7.61%

Shares45.5K

Event2026-03-31

Filed2026-05-14

IUSV

ISHARES TR

-6.08%

Shares39.5K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

3.22%

Shares5.5K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

11.78%

Shares80.0K

Event2026-03-31

Filed2026-05-14

PGX

INVESCO EXCH TRADED FD TR II

-1.48%

Shares25.3K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

8.50%

Shares25.2K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-89.95%

Shares40.1K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

16.70%

Shares27.0K

Event2026-03-31

Filed2026-05-14

JMEE

J P MORGAN EXCHANGE TRADED F

122.52%

Shares58.2K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

10.68%

Shares51.4K

Event2026-03-31

Filed2026-05-14

SUSA

ISHARES TR

-4.90%

Shares29.3K

Event2026-03-31

Filed2026-05-14

FNDC

SCHWAB STRATEGIC TR

-9.62%

Shares81.6K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

17.83%

Shares12.4K

Event2026-03-31

Filed2026-05-14

BUL

PACER FDS TR

-34.74%

Shares69.4K

Event2026-03-31

Filed2026-05-14

OCTT

AIM ETF PRODUCTS TRUST

8.60%

Shares89.1K

Event2026-03-31

Filed2026-05-14

ICF

ISHARES TR

-10.08%

Shares60.7K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

6.50%

Shares78.6K

Event2026-03-31

Filed2026-05-14

PECO

PHILLIPS EDISON & CO INC

-4.64%

Shares100.3K

Event2026-03-31

Filed2026-05-14

DMXF

ISHARES TR

63.19%

Shares47.1K

Event2026-03-31

Filed2026-05-14

RODM

LATTICE STRATEGIES TR

-2.65%

Shares88.7K

Event2026-03-31

Filed2026-05-14

MPWR

MONOLITHIC PWR SYS INC

-2.24%

Shares3.1K

Event2026-03-31

Filed2026-05-14

MINT

PIMCO ETF TR

31.85%

Shares34.4K

Event2026-03-31

Filed2026-05-14

AHR

AMERICAN HEALTHCARE REIT INC

-5.56%

Shares72.4K

Event2026-03-31

Filed2026-05-14

FSK

FS KKR CAP CORP

-5.39%

Shares340.1K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

13.92%

Shares11.5K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

-2.53%

Shares7.7K

Event2026-03-31

Filed2026-05-14

SPG

SIMON PPTY GROUP INC NEW

-8.33%

Shares17.5K

Event2026-03-31

Filed2026-05-14

USRT

ISHARES TR

-18.70%

Shares55.2K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

8.69%

Shares21.0K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.23%

Shares7.5K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

69.20%

Shares33.4K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-0.55%

Shares64.6K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-5.03%

Shares27.4K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-32.32%

Shares21.3K

Event2026-03-31

Filed2026-05-14

USXF

ISHARES TR

56.83%

Shares55.7K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

262.24%

Shares30.1K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

21.76%

Shares28.3K

Event2026-03-31

Filed2026-05-14

SMMV

ISHARES TR

-0.35%

Shares68.4K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

0.45%

Shares26.3K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

-19.50%

Shares40.1K

Event2026-03-31

Filed2026-05-14

ETHO

AMPLIFY ETF TR

-8.58%

Shares43.9K

Event2026-03-31

Filed2026-05-14

AGZD

WISDOMTREE TR

-16.48%

Shares126.9K

Event2026-03-31

Filed2026-05-14

MKL

MARKEL GROUP INC

-1.45%

Shares1.5K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

12.87%

Shares3.2K

Event2026-03-31

Filed2026-05-14

NLR

VANECK ETF TRUST

17.24%

Shares20.8K

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

53.41%

Shares106.1K

Event2026-03-31

Filed2026-05-14

MEAR

ISHARES U S ETF TR

-22.71%

Shares55.1K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

7.35%

Shares57.4K

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

-5.10%

Shares56.4K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

40.85%

Shares21.3K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

16.55%

Shares7.5K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

-27.89%

Shares53.4K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

12.26%

Shares5.4K

Event2026-03-31

Filed2026-05-14

RDVY

FIRST TR EXCHANGE TRADED FD

-30.75%

Shares38.4K

Event2026-03-31

Filed2026-05-14

BYLD

ISHARES TR

New

Shares116.2K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

13.67%

Shares112.8K

Event2026-03-31

Filed2026-05-14

GPIQ

GOLDMAN SACHS ETF TR

-1.43%

Shares52.7K

Event2026-03-31

Filed2026-05-14

GCOW

PACER FDS TR

-2.69%

Shares56.6K

Event2026-03-31

Filed2026-05-14

JMST

J P MORGAN EXCHANGE TRADED F

-12.93%

Shares51.2K

Event2026-03-31

Filed2026-05-14

AT&T INC

3.30%

Shares91.9K

Event2026-03-31

Filed2026-05-14

ILCB

ISHARES TR

-0.67%

Shares28.6K

Event2026-03-31

Filed2026-05-14

CGMU

CAPITAL GRP FIXED INCM ETF T

-27.27%

Shares94.9K

Event2026-03-31

Filed2026-05-14

FYLD

CAMBRIA ETF TR

-10.19%

Shares68.8K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

25.30%

Shares6.9K

Event2026-03-31

Filed2026-05-14

JPME

J P MORGAN EXCHANGE TRADED F

New

Shares21.9K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

-1.93%

Shares7.4K

Event2026-03-31

Filed2026-05-14

FEBW

AIM ETF PRODUCTS TRUST

-1.13%

Shares73.0K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-0.03%

Shares53.0K

Event2026-03-31

Filed2026-05-14

DSI

ISHARES TR

-3.51%

Shares19.6K

Event2026-03-31

Filed2026-05-14

VOTE

TCW ETF TRUST

9.69%

Shares31.1K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

-11.90%

Shares27.5K

Event2026-03-31

Filed2026-05-14

DEERE & CO

10.37%

Shares4.1K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

51.89%

Shares11.0K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

16.50%

Shares43.1K

Event2026-03-31

Filed2026-05-14

LECO

LINCOLN ELEC HLDGS INC

-1.23%

Shares8.9K

Event2026-03-31

Filed2026-05-14

BROADRIDGE FINL SOLUTIONS IN

-2.11%

Shares13.8K

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

-20.35%

Shares36.9K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

2.68%

Shares3.6K

Event2026-03-31

Filed2026-05-14

DTE

DTE ENERGY CO

11.93%

Shares14.8K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

4.71%

Shares22.4K

Event2026-03-31

Filed2026-05-14

AZO

AUTOZONE INC

0.32%

Shares632

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

-7.82%

Shares5.9K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

17.29%

Shares1.2K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

5.92%

Shares12.7K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-2.02%

Shares29.7K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

3.47%

Shares5.7K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

New

Shares40.4K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-3.04%

Shares4.5K

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP GROWTH ETF

10.31%

Shares48.8K

Event2026-03-31

Filed2026-05-14

PDN

INVESCO EXCH TRADED FD TR II

-0.31%

Shares44.7K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

6.96%

Shares14.8K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-9.35%

Shares15.0K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

24.32%

Shares3.9K

Event2026-03-31

Filed2026-05-14

RWL

INVESCO EXCH TRADED FD TR II

New

Shares16.4K

Event2026-03-31

Filed2026-05-14

JANT

AIM ETF PRODUCTS TRUST

-4.78%

Shares46.6K

Event2026-03-31

Filed2026-05-14

AAXJ

ISHARES TR

-0.46%

Shares19.3K

Event2026-03-31

Filed2026-05-14

IBTG

ISHARES TR

17.51%

Shares79.8K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

25.31%

Shares15.9K

Event2026-03-31

Filed2026-05-14

IBTH

ISHARES TR

15.96%

Shares80.9K

Event2026-03-31

Filed2026-05-14

IBTI

ISHARES TR

17.85%

Shares81.3K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

38.81%

Shares63.2K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

-42.12%

Shares16.3K

Event2026-03-31

Filed2026-05-14

NUSC

NUSHARES ETF TR

-12.98%

Shares39.4K

Event2026-03-31

Filed2026-05-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.19%

Shares52.2K

Event2026-03-31

Filed2026-05-14

OXY

OCCIDENTAL PETE CORP

2.35%

Shares28.4K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.47%

Shares13.7K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

-4.44%

Shares34.8K

Event2026-03-31

Filed2026-05-14

AVGE

AMERICAN CENTY ETF TR

-7.54%

Shares19.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.84%

Shares5.9K

Event2026-03-31

Filed2026-05-14

FNDX

SCHWAB STRATEGIC TR

0.43%

Shares60.4K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

221.89%

Shares9.9K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

91.15%

Shares4.4K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

-1.34%

Shares22.6K

Event2026-03-31

Filed2026-05-14

FNDE

SCHWAB STRATEGIC TR

-7.32%

Shares42.4K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

0.83%

Shares5.7K

Event2026-03-31

Filed2026-05-14

PULS

PGIM ETF TR

2.50%

Shares32.3K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

-20.57%

Shares18.5K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

14.52%

Shares19.5K

Event2026-03-31

Filed2026-05-14

AVSU

AMERICAN CENTY ETF TR

373.86%

Shares21.0K

Event2026-03-31

Filed2026-05-14

ORLY

OREILLY AUTOMOTIVE INC

2.72%

Shares16.9K

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

-16.23%

Shares8.1K

Event2026-03-31

Filed2026-05-14

FTEC

FIDELITY COVINGTON TRUST

-11.50%

Shares7.3K

Event2026-03-31

Filed2026-05-14

SOLSTICE ADVANCED MATLS INC

-27.67%

Shares19.6K

Event2026-03-31

Filed2026-05-14

XEL

XCEL ENERGY INC

22.23%

Shares18.8K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-8.87%

Shares22.9K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

12.42%

Shares10.6K

Event2026-03-31

Filed2026-05-14

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares26.9K

Event2026-03-31

Filed2026-05-14

PFG

PRINCIPAL FINANCIAL GROUP IN

-0.59%

Shares16.3K

Event2026-03-31

Filed2026-05-14

NAD

NUVEEN QUALITY MUNCP INCOME

-10.18%

Shares124.4K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

-6.60%

Shares9.4K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

-12.23%

Shares7.8K

Event2026-03-31

Filed2026-05-14

WSM

WILLIAMS SONOMA INC

-3.70%

Shares8.0K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

57.17%

Shares4.4K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

4.25%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

54.53%

Shares36.7K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

11.92%

Shares22.8K

Event2026-03-31

Filed2026-05-14

DBB

INVESCO DB MULTI-SECTOR COMM

-5.28%

Shares59.2K

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

1.53%

Shares3.2K

Event2026-03-31

Filed2026-05-14

BP PLC

-9.72%

Shares30.0K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

5.91%

Shares15.1K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-4.91%

Shares5.0K

Event2026-03-31

Filed2026-05-14

VOOG

VANGUARD ADMIRAL FDS INC

0.43%

Shares3.3K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

-1.06%

Shares9.6K

Event2026-03-31

Filed2026-05-14

BRW

SABA CAPITAL INCOME & OPRNT

11.52%

Shares201.3K

Event2026-03-31

Filed2026-05-14

IGV

ISHARES TR

19.09%

Shares16.9K

Event2026-03-31

Filed2026-05-14

SIVR

ABRDN SILVER ETF TRUST

10.67%

Shares18.7K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

24.80%

Shares4.1K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

-96.51%

Shares23.2K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

1.74%

Shares5.4K

Event2026-03-31

Filed2026-05-14

MMM

3M CO

-15.18%

Shares9.1K

Event2026-03-31

Filed2026-05-14

HPE

HEWLETT PACKARD ENTERPRISE C

11.35%

Shares54.9K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

16.52%

Shares14.4K

Event2026-03-31

Filed2026-05-14

FRDM

EA SERIES TRUST

New

Shares23.3K

Event2026-03-31

Filed2026-05-14

IXC

ISHARES TR

-18.83%

Shares23.3K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

42.95%

Shares1.3K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-2.53%

Shares13.3K

Event2026-03-31

Filed2026-05-14

GDE

WISDOMTREE TR

New

Shares20.0K

Event2026-03-31

Filed2026-05-14

OCTW

AIM ETF PRODUCTS TRUST

-5.87%

Shares32.8K

Event2026-03-31

Filed2026-05-14

CALF

PACER FDS TR

-89.97%

Shares27.8K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-14

DFSI

DIMENSIONAL ETF TRUST

New

Shares28.4K

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

-0.92%

Shares3.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

18.45%

Shares1.4K

Event2026-03-31

Filed2026-05-14

WELL

WELLTOWER INC

-2.86%

Shares6.1K

Event2026-03-31

Filed2026-05-14

VCEB

VANGUARD WORLD FD

183.67%

Shares19.0K

Event2026-03-31

Filed2026-05-14

SCHV

SCHWAB STRATEGIC TR

-3.52%

Shares38.6K

Event2026-03-31

Filed2026-05-14

NEA

NUVEEN AMT FREE QLTY MUN INC

-9.29%

Shares103.6K

Event2026-03-31

Filed2026-05-14

HYXF

ISHARES TR

258.22%

Shares25.5K

Event2026-03-31

Filed2026-05-14

FAUG

FIRST TR EXCHNG TRADED FD VI

-1.12%

Shares22.5K

Event2026-03-31

Filed2026-05-14

FDL

FIRST TR EXCHANGE-TRADED FD

-10.98%

Shares23.2K

Event2026-03-31

Filed2026-05-14

GSLC

GOLDMAN SACHS ETF TR

-10.57%

Shares9.2K

Event2026-03-31

Filed2026-05-14

FDN

FIRST TR EXCHANGE-TRADED FD

-21.77%

Shares4.9K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

46.58%

Shares5.7K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

-52.88%

Shares10.3K

Event2026-03-31

Filed2026-05-14

NFJ

VIRTUS DIVIDEND INTEREST & P

-11.85%

Shares88.9K

Event2026-03-31

Filed2026-05-14

BSMS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares48.6K

Event2026-03-31

Filed2026-05-14

XLRE

SELECT SECTOR SPDR TR

-81.27%

Shares27.7K

Event2026-03-31

Filed2026-05-14

USSG

DBX ETF TR

New

Shares18.8K

Event2026-03-31

Filed2026-05-14

ARCC

ARES CAPITAL CORP

5.75%

Shares63.4K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

17.14%

Shares5.0K

Event2026-03-31

Filed2026-05-14

FIDU

FIDELITY COVINGTON TRUST

-14.75%

Shares12.6K

Event2026-03-31

Filed2026-05-14

EIPX

FIRST TR EXCHANGE-TRADED FD

8.21%

Shares34.6K

Event2026-03-31

Filed2026-05-14

XYL

XYLEM INC

31.58%

Shares9.0K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

3.67%

Shares4.5K

Event2026-03-31

Filed2026-05-14

EXC

EXELON CORP

-0.37%

Shares22.4K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

14.67%

Shares719

Event2026-03-31

Filed2026-05-14

JPSE

J P MORGAN EXCHANGE TRADED F

New

Shares20.8K

Event2026-03-31

Filed2026-05-14

TAFI

AB ACTIVE ETFS INC

New

Shares43.5K

Event2026-03-31

Filed2026-05-14

DGX

QUEST DIAGNOSTICS INC

1.93%

Shares5.5K

Event2026-03-31

Filed2026-05-14

GWW

WW GRAINGER INC

-0.61%

Shares976

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

13.13%

Shares7.5K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-38.48%

Shares7.2K

Event2026-03-31

Filed2026-05-14

BASG

ADVISORS INNER CIRCLE FD III

402.68%

Shares46.7K

Event2026-03-31

Filed2026-05-14

DTM

DT MIDSTREAM INC

4.79%

Shares7.9K

Event2026-03-31

Filed2026-05-14

PAVE

GLOBAL X FDS

New

Shares20.3K

Event2026-03-31

Filed2026-05-14

MTB

M & T BK CORP

-0.24%

Shares5.0K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

72.58%

Shares3.1K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

0.47%

Shares6.4K

Event2026-03-31

Filed2026-05-14

BGRN

ISHARES TR

-28.51%

Shares21.8K

Event2026-03-31

Filed2026-05-14

OKE

ONEOK INC NEW

-1.48%

Shares11.8K

Event2026-03-31

Filed2026-05-14

XME

SPDR SERIES TRUST

-0.09%

Shares9.3K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

-52.23%

Shares20.5K

Event2026-03-31

Filed2026-05-14

ENB

ENBRIDGE INC

6.61%

Shares18.9K

Event2026-03-31

Filed2026-05-14

WEC ENERGY GROUP INC

7.54%

Shares8.6K

Event2026-03-31

Filed2026-05-14

REALTY INCOME CORP

-18.29%

Shares16.2K

Event2026-03-31

Filed2026-05-14

VIV

TELEFONICA BRASIL SA

-2.43%

Shares61.5K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

83.38%

Shares5.3K

Event2026-03-31

Filed2026-05-14

LNG

CHENIERE ENERGY INC

68.01%

Shares3.6K

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

-10.95%

Shares7.0K

Event2026-03-31

Filed2026-05-14

WPC

WP CAREY INC

3.14%

Shares14.0K

Event2026-03-31

Filed2026-05-14

IBMO

ISHARES TR

16.82%

Shares37.9K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

30.92%

Shares4.6K

Event2026-03-31

Filed2026-05-14

CANADIAN PACIFIC KANSAS CITY

1.18%

Shares12.2K

Event2026-03-31

Filed2026-05-14

VTES

VANGUARD WELLINGTON FD

-46.38%

Shares9.4K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

3.62%

Shares9.6K

Event2026-03-31

Filed2026-05-14

HIG

HARTFORD INSURANCE GROUP INC

0.66%

Shares6.9K

Event2026-03-31

Filed2026-05-14

MYN

BLACKROCK MUNIYIELD N Y QUAL

New

Shares94.9K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

15.82%

Shares17.5K

Event2026-03-31

Filed2026-05-14

PAGP

PLAINS GP HLDGS L P

-1.95%

Shares38.6K

Event2026-03-31

Filed2026-05-14

GDLC

GRAYSCALE COINDESK CRYPTO

-6.59%

Shares28.3K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

68.57%

Shares1.9K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

-11.85%

Shares13.0K

Event2026-03-31

Filed2026-05-14

MGK

VANGUARD WORLD FD

-21.25%

Shares2.4K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

73.67%

Shares2.5K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

7.30%

Shares21.3K

Event2026-03-31

Filed2026-05-14

SAP

SAP SE

0.23%

Shares5.1K

Event2026-03-31

Filed2026-05-14

CONSOLIDATED EDISON INC

47.17%

Shares7.7K

Event2026-03-31

Filed2026-05-14

INNOVATOR ETFS TRUST

New

Shares40.7K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-24.65%

Shares3.7K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

-12.76%

Shares12.4K

Event2026-03-31

Filed2026-05-14

SYSB

ISHARES TR

66.39%

Shares9.8K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

-0.30%

Shares23.2K

Event2026-03-31

Filed2026-05-14

FSCO

FS CREDIT OPPORTUNITIES CORP

-7.19%

Shares168.5K

Event2026-03-31

Filed2026-05-14

FIRSTENERGY CORP

New

Shares17.0K

Event2026-03-31

Filed2026-05-14

BNL

BROADSTONE NET LEASE INC

-4.15%

Shares46.8K

Event2026-03-31

Filed2026-05-14

CBSH

COMMERCE BANCSHARES INC

0.75%

Shares17.6K

Event2026-03-31

Filed2026-05-14

LNT

ALLIANT ENERGY CORP

0.54%

Shares12.0K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-2.96%

Shares8.8K

Event2026-03-31

Filed2026-05-14

IBMP

ISHARES TR

19.49%

Shares33.5K

Event2026-03-31

Filed2026-05-14

KEYS

KEYSIGHT TECHNOLOGIES INC

56.46%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IBMQ

ISHARES TR

80.87%

Shares33.2K

Event2026-03-31

Filed2026-05-14

FTLS

FIRST TR EXCH TRADED FD III

0.05%

Shares11.8K

Event2026-03-31

Filed2026-05-14

LMUB

ISHARES TR

New

Shares16.6K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

0.03%

Shares15.6K

Event2026-03-31

Filed2026-05-14

LINDE PLC

50.86%

Shares1.7K

Event2026-03-31

Filed2026-05-14

AON PLC

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

10.20%

Shares929

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

1.23%

Shares8.8K

Event2026-03-31

Filed2026-05-14

QLD

PROSHARES TR

-7.06%

Shares12.9K

Event2026-03-31

Filed2026-05-14

VNLA

JANUS DETROIT STR TR

-28.54%

Shares16.5K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

8.19%

Shares4.0K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

-15.76%

Shares1.1K

Event2026-03-31

Filed2026-05-14

WCN

WASTE CONNECTIONS INC

195.56%

Shares4.9K

Event2026-03-31

Filed2026-05-14

GLOF

ISHARES TR

-11.83%

Shares15.0K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD

-14.13%

Shares19.9K

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

3.72%

Shares11.3K

Event2026-03-31

Filed2026-05-14

NULV

NUSHARES ETF TR

-18.75%

Shares17.1K

Event2026-03-31

Filed2026-05-14

HP INC

0.33%

Shares40.8K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

18.42%

Shares3.3K

Event2026-03-31

Filed2026-05-14

FUTY

FIDELITY COVINGTON TRUST

-26.43%

Shares13.0K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

-14.06%

Shares1.1K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

-5.83%

Shares5.2K

Event2026-03-31

Filed2026-05-14

VGMS

VANGUARD MALVERN FDS

New

Shares14.9K

Event2026-03-31

Filed2026-05-14

FLTR

VANECK ETF TRUST

-13.13%

Shares29.7K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

5.94%

Shares5.7K

Event2026-03-31

Filed2026-05-14

HUT 8 CORP

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-14

AEE

AMEREN CORP

0.80%

Shares6.7K

Event2026-03-31

Filed2026-05-14

AXON

AXON ENTERPRISE INC

-7.98%

Shares1.7K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

169.29%

Shares15.8K

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

-5.00%

Shares7.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

-17.13%

Shares5.2K

Event2026-03-31

Filed2026-05-14

FMAY

FIRST TR EXCHNG TRADED FD VI

-7.04%

Shares13.6K

Event2026-03-31

Filed2026-05-14

GRMN

GARMIN LTD

21.35%

Shares3.0K

Event2026-03-31

Filed2026-05-14

EVRG

EVERGY INC

2.48%

Shares8.7K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

-18.73%

Shares4.1K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

8.39%

Shares5.3K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

13.93%

Shares1.7K

Event2026-03-31

Filed2026-05-14

USMF

WISDOMTREE TR

0.36%

Shares14.1K

Event2026-03-31

Filed2026-05-14

AMP

AMERIPRISE FINL INC

6.26%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

134.98%

Shares4.1K

Event2026-03-31

Filed2026-05-14

DGT

SPDR SERIES TRUST

-2.22%

Shares4.1K

Event2026-03-31

Filed2026-05-14

FJUN

FIRST TR EXCHNG TRADED FD VI

-39.66%

Shares12.1K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

11.39%

Shares5.7K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

TLT Call CallISHARES TR4.8K sharesnew addition2026-03-312026-05-14

TSLA Call CallTESLA INC100 sharesnew addition2026-03-312026-05-14

TLT Call

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-14

TSLA Call

TESLA INC

New

Shares100

Event2026-03-31

Filed2026-05-14

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T21.6K shares-5.26%2026-03-312026-05-14

LLY Put PutELI LILLY & CO3.2K sharesnew addition2026-03-312026-05-14

MSFT Put PutMICROSOFT CORP1.7K sharesnew addition2026-03-312026-05-14

ALPHABET INC Put PutALPHABET INC1.0K sharesnew addition2026-03-312026-05-14

ELV Put PutELEVANCE HEALTH INC FORMERLY500 sharesnew addition2026-03-312026-05-14

SPY Put

STATE STR SPDR S&P 500 ETF T

-5.26%

Shares21.6K

Event2026-03-31

Filed2026-05-14

LLY Put

ELI LILLY & CO

New

Shares3.2K

Event2026-03-31

Filed2026-05-14

MSFT Put

MICROSOFT CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC Put

ALPHABET INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

ELV Put

ELEVANCE HEALTH INC FORMERLY

New

Shares500

Event2026-03-31

Filed2026-05-14