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The Analysis of Moisand Fitzgerald Tamayo, LLC's Holdings & P&L

Currently, Moisand Fitzgerald Tamayo, LLC holds 515 types of securities in its portfolio with a total value $930.5M. In the most recent quarter, they have increased their positions in AVLV (+219.6K shares, valued at $17.7M), SCHO (+250.4K shares, valued at $6.1M), SCHR (+240.9K shares, valued at $6.0M); decreased their positions in AVDV (-20.3K shares, valued at $2.0M), AVUV (-12.7K shares, valued at $1.4M), DFAI (-28.4K shares, valued at $1.1M); initiated new positions in CBRE (+1.2K shares, valued at $166.5K), N/A (+899 shares, valued at $24.2K), JEPI (+200 shares, valued at $11.3K).

1M P&L

+18.2M+1.90%

3M P&L

+3.2M+0.33%

HY P&L

+96.5M+10.98%

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/A881.2M

96.6%

2Semiconductors3.5M

0.4%

3Consumer Electronics3.3M

0.4%

Top Industries by Stock Count

1N/A182 stocks

38.4%

2Banks - Regional12 stocks

2.5%

3Aerospace & Defense9 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST3.6M shares-0.78%2026-03-312026-04-14

AVLV AMERICAN CENTY ETF TR1.4M shares19.28%2026-03-312026-04-14

SCHR SCHWAB STRATEGIC TR3.9M shares6.59%2026-03-312026-04-14

SCHO SCHWAB STRATEGIC TR3.9M shares6.82%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR632.8K shares-1.97%2026-03-312026-04-14

DFAS DIMENSIONAL ETF TRUST970.4K shares0.40%2026-03-312026-04-14

AVDV AMERICAN CENTY ETF TR378.2K shares-5.10%2026-03-312026-04-14

DFAR DIMENSIONAL ETF TRUST1.4M shares6.33%2026-03-312026-04-14

Sponsored

AVMV AMERICAN CENTY ETF TR444.7K shares0.17%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST544.6K shares-2.15%2026-03-312026-04-14

DFAE DIMENSIONAL ETF TRUST587.8K shares-1.56%2026-03-312026-04-14

IVV ISHARES TR22.9K shares-1.53%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS21.1K shares-3.98%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST190.2K shares-2.47%2026-03-312026-04-14

DFAX DIMENSIONAL ETF TRUST293.6K shares-2.32%2026-03-312026-04-14

SCHM SCHWAB STRATEGIC TR264.4K shares-1.94%2026-03-312026-04-14

Sponsored

BOXX EA SERIES TRUST51.0K shares19.71%2026-03-312026-04-14

SPYM SPDR SERIES TRUST72.8K shares-2.38%2026-03-312026-04-14

VTI VANGUARD INDEX FDS16.8K shares-1.99%2026-03-312026-04-14

DFIC DIMENSIONAL ETF TRUST132.6K shares-1.82%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST89.0K shares-4.18%2026-03-312026-04-14

IWB ISHARES TR13.0K shares-0.63%2026-03-312026-04-14

AVDE AMERICAN CENTY ETF TR50.3K shares-9.34%2026-03-312026-04-14

VTV VANGUARD INDEX FDS19.8K shares-5.12%2026-03-312026-04-14

Sponsored

VO VANGUARD INDEX FDS13.0K shares-0.28%2026-03-312026-04-14

SCHH SCHWAB STRATEGIC TR170.3K shares-1.44%2026-03-312026-04-14

AAPL APPLE INC13.1K shares0.28%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST40.6K shares-0.33%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR115.0K shares-5.39%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F35.1K shares-2.15%2026-03-312026-04-14

NVDA NVIDIA CORPORATION15.1K shares3.11%2026-03-312026-04-14

SPMD SPDR SERIES TRUST39.9K shares-0.95%2026-03-312026-04-14

Sponsored

VB VANGUARD INDEX FDS8.9K shares-3.19%2026-03-312026-04-14

DFSV DIMENSIONAL ETF TRUST62.4K shares-0.26%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS26.9K shares-3.01%2026-03-312026-04-14

BIV VANGUARD BD INDEX FDS27.3K shares-7.64%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR70.5K shares-1.48%2026-03-312026-04-14

IWV ISHARES TR5.5K shares0.00%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR79.4K shares-1.52%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP9.1K shares0.00%2026-03-312026-04-14

Sponsored

SCHV SCHWAB STRATEGIC TR60.5K shares-2.80%2026-03-312026-04-14

MSFT MICROSOFT CORP5.0K shares0.12%2026-03-312026-04-14

LHX L3HARRIS TECHNOLOGIES INC5.0K shares0.00%2026-03-312026-04-14

DISV DIMENSIONAL ETF TRUST42.9K shares-0.57%2026-03-312026-04-14

AVSC AMERICAN CENTY ETF TR27.0K shares-0.65%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-0.95%2026-03-312026-04-14

IVE ISHARES TR7.0K shares-4.61%2026-03-312026-04-14

XOM EXXON MOBIL CORP8.5K shares-0.04%2026-03-312026-04-14

Sponsored

IWC ISHARES TR8.9K shares0.00%2026-03-312026-04-14

SLYV SPDR SERIES TRUST13.7K shares-3.78%2026-03-312026-04-14

VBR VANGUARD INDEX FDS5.2K shares-0.61%2026-03-312026-04-14

IWM ISHARES TR4.5K shares-0.38%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON4.5K shares-1.86%2026-03-312026-04-14

IJR ISHARES TR7.9K shares-1.39%2026-03-312026-04-14

DE DEERE & CO1.7K shares-8.43%2026-03-312026-04-14

VV VANGUARD INDEX FDS3.1K shares-1.62%2026-03-312026-04-14

Sponsored

USRT ISHARES TR14.7K shares-1.78%2026-03-312026-04-14

SCHC SCHWAB STRATEGIC TR18.6K shares-2.89%2026-03-312026-04-14

IJH ISHARES TR12.6K shares-0.63%2026-03-312026-04-14

SGOV ISHARES TR8.3K shares0.00%2026-03-312026-04-14

WWD WOODWARD INC2.3K shares0.00%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares-7.23%2026-03-312026-04-14

EFA ISHARES TR8.0K shares-2.18%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO2.4K shares-2.05%2026-03-312026-04-14

Sponsored

VNQ VANGUARD INDEX FDS7.9K shares-0.03%2026-03-312026-04-14

HLT HILTON WORLDWIDE HLDGS INC2.1K shares0.00%2026-03-312026-04-14

VLO VALERO ENERGY CORP2.6K shares0.00%2026-03-312026-04-14

DFEV DIMENSIONAL ETF TRUST17.6K shares0.00%2026-03-312026-04-14

KO COCA COLA CO8.0K shares0.00%2026-03-312026-04-14

AVIV AMERICAN CENTY ETF TR8.1K shares-7.76%2026-03-312026-04-14

TFC TRUIST FINL CORP12.5K shares-10.75%2026-03-312026-04-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.9K shares0.00%2026-03-312026-04-14

Sponsored

SCZ ISHARES TR7.0K shares0.00%2026-03-312026-04-14

DFAC DIMENSIONAL ETF TRUST13.7K shares2.13%2026-03-312026-04-14

TJX TJX COS INC NEW3.2K shares0.00%2026-03-312026-04-14

TXN TEXAS INSTRS INC2.6K shares0.00%2026-03-312026-04-14

DLN WISDOMTREE TR5.7K shares0.00%2026-03-312026-04-14

ORCL ORACLE CORP3.3K shares-7.16%2026-03-312026-04-14

CRH PLC CRH PLC4.6K shares0.00%2026-03-312026-04-14

DIS DISNEY WALT CO5.0K shares-15.69%2026-03-312026-04-14

Sponsored

WMT WALMART INC3.8K shares0.00%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP675 shares0.00%2026-03-312026-04-14

NEE NEXTERA ENERGY INC4.7K shares0.00%2026-03-312026-04-14

RCL ROYAL CARIBBEAN GROUP1.5K shares0.00%2026-03-312026-04-14

IVW ISHARES TR3.7K shares-0.41%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS8.9K shares-2.35%2026-03-312026-04-14

HD HOME DEPOT INC1.2K shares-2.03%2026-03-312026-04-14

RWR SPDR SERIES TRUST3.8K shares-0.29%2026-03-312026-04-14

Sponsored

IONS IONIS PHARMACEUTICALS INC5.0K shares0.00%2026-03-312026-04-14

VSS VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-03-312026-04-14

AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2026-03-312026-04-14

IWN ISHARES TR1.8K shares0.00%2026-03-312026-04-14

SCCO SOUTHERN COPPER CORP1.8K shares0.80%2026-03-312026-04-14

VBK VANGUARD INDEX FDS996 shares0.00%2026-03-312026-04-14

T AT&T INC10.3K shares4.75%2026-03-312026-04-14

AVUS AMERICAN CENTY ETF TR2.6K shares-4.67%2026-03-312026-04-14

Sponsored

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2026-03-312026-04-14

SBUX STARBUCKS CORP3.0K shares0.00%2026-03-312026-04-14

JBL JABIL INC1.0K shares0.00%2026-03-312026-04-14

COP CONOCOPHILLIPS2.0K shares-0.10%2026-03-312026-04-14

LLY ELI LILLY & CO289 shares0.35%2026-03-312026-04-14

BITB BITWISE BITCOIN ETF TR7.1K shares0.06%2026-03-312026-04-14

SPTI SPDR SERIES TRUST9.0K shares-30.25%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND549 shares0.00%2026-03-312026-04-14

Sponsored

META META PLATFORMS INC442 shares2.31%2026-03-312026-04-14

ALPHABET INC ALPHABET INC832 shares-0.12%2026-03-312026-04-14

MCD MCDONALDS CORP764 shares0.00%2026-03-312026-04-14

QVAL EA SERIES TRUST4.4K shares0.00%2026-03-312026-04-14

QCOM QUALCOMM INC1.8K shares0.00%2026-03-312026-04-14

DVY ISHARES TR1.5K shares0.00%2026-03-312026-04-14

AMZN AMAZON COM INC1.1K shares-10.01%2026-03-312026-04-14

EFV ISHARES TR2.9K shares-3.69%2026-03-312026-04-14

Sponsored

PFE PFIZER INC7.8K shares0.00%2026-03-312026-04-14

OEF ISHARES TR676 shares0.00%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC1.3K shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION1.0K shares0.00%2026-03-312026-04-14

SPSM SPDR SERIES TRUST4.2K shares-6.08%2026-03-312026-04-14

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.2K shares0.00%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND975 shares0.00%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS2.9K shares-16.38%2026-03-312026-04-14

Sponsored

SPYV SPDR SERIES TRUST3.3K shares-0.87%2026-03-312026-04-14

ALPHABET INC ALPHABET INC626 shares3.99%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC3.5K shares0.00%2026-03-312026-04-14

VGT VANGUARD WORLD FD250 shares0.00%2026-03-312026-04-14

ETHA ISHARES ETHEREUM TR10.8K shares22.39%2026-03-312026-04-14

CBRE CBRE GROUP INC1.2K sharesnew addition2026-03-312026-04-14

IWD ISHARES TR763 shares0.00%2026-03-312026-04-14

GEV GE VERNOVA INC185 shares189.06%2026-03-312026-04-14

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VIG VANGUARD SPECIALIZED FUNDS688 shares0.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO496 shares0.00%2026-03-312026-04-14

DRI DARDEN RESTAURANTS INC730 shares0.00%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-14

TSLA TESLA INC352 shares0.00%2026-03-312026-04-14

UCB UNITED CMNTY BKS BLAIRSVLE G4.1K shares0.00%2026-03-312026-04-14

FTEC FIDELITY COVINGTON TRUST609 shares-6.60%2026-03-312026-04-14

PG PROCTER & GAMBLE CO870 shares0.00%2026-03-312026-04-14

Sponsored

SCHB SCHWAB STRATEGIC TR4.8K shares-30.09%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION120 shares0.00%2026-03-312026-04-14

SBSI SOUTHSIDE BANCSHARES INC3.8K shares0.00%2026-03-312026-04-14

EFG ISHARES TR1.1K shares0.00%2026-03-312026-04-14

DES WISDOMTREE TR3.2K shares0.00%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L3.0K shares0.00%2026-03-312026-04-14

ICF ISHARES TR1.8K shares0.00%2026-03-312026-04-14

GWX SPDR INDEX SHS FDS2.6K shares-2.43%2026-03-312026-04-14

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IBM INTERNATIONAL BUSINESS MACHS443 shares0.00%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-04-14

MUB ISHARES TR986 shares-6.81%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR174 shares0.00%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW763 shares0.00%2026-03-312026-04-14

XLP SELECT SECTOR SPDR TR1.2K shares0.00%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR744 shares0.00%2026-03-312026-04-14

IJS ISHARES TR829 shares4.02%2026-03-312026-04-14

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AMD ADVANCED MICRO DEVICES INC475 shares0.00%2026-03-312026-04-14

CAT CATERPILLAR INC136 shares0.00%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP332 shares0.00%2026-03-312026-04-14

FAS DIREXION SHARES ETF TRUST800 shares0.00%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP153 shares61.05%2026-03-312026-04-14

GIS GENERAL MILLS INC2.5K shares0.00%2026-03-312026-04-14

RTX RTX CORPORATION469 shares0.00%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC331 shares0.00%2026-03-312026-04-14

Sponsored

VRTX VERTEX PHARMACEUTICALS INC200 shares0.00%2026-03-312026-04-14

NXP NUVEEN SELECT TAX-FREE INCOM5.9K shares0.00%2026-03-312026-04-14

FCF FIRST COMWLTH FINL CORP PA4.7K shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC.810 shares0.00%2026-03-312026-04-14

BABA ALIBABA GROUP HLDG LTD610 shares0.00%2026-03-312026-04-14

NOW SERVICENOW INC730 shares0.00%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC90 shares0.00%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE262 shares0.00%2026-03-312026-04-14

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UNP UNION PAC CORP292 shares0.00%2026-03-312026-04-14

PSX PHILLIPS 66385 shares0.00%2026-03-312026-04-14

BAC BANK AMERICA CORP1.4K shares0.07%2026-03-312026-04-14

CSCO CISCO SYS INC886 shares0.00%2026-03-312026-04-14

WBD WARNER BROS DISCOVERY INC2.5K shares1.55%2026-03-312026-04-14

MDLZ MONDELEZ INTL INC1.2K shares0.00%2026-03-312026-04-14

CSX CSX CORP1.6K shares0.00%2026-03-312026-04-14

NCLH NORWEGIAN CRUISE LINE HLDGS3.5K shares0.00%2026-03-312026-04-14

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AVGE AMERICAN CENTY ETF TR733 shares2.23%2026-03-312026-04-14

WFC WELLS FARGO & CO804 shares0.00%2026-03-312026-04-14

ABBV ABBVIE INC294 shares-6.37%2026-03-312026-04-14

PEP PEPSICO INC401 shares0.50%2026-03-312026-04-14

MS MORGAN STANLEY377 shares0.00%2026-03-312026-04-14

FUL FULLER H B CO1.0K shares0.00%2026-03-312026-04-14

IMCG ISHARES TR774 shares0.00%2026-03-312026-04-14

LOW LOWES COS INC253 shares0.00%2026-03-312026-04-14

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LINDE PLC LINDE PLC117 shares0.00%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC460 shares0.00%2026-03-312026-04-14

QQQM INVESCO EXCH TRADED FD TR II237 shares0.00%2026-03-312026-04-14

TT TRANE TECHNOLOGIES PLC135 shares0.00%2026-03-312026-04-14

DSI ISHARES TR461 shares0.00%2026-03-312026-04-14

MSTR STRATEGY INC441 shares0.00%2026-03-312026-04-14

XLC SELECT SECTOR SPDR TR495 shares0.00%2026-03-312026-04-14

GSLC GOLDMAN SACHS ETF TR434 shares0.00%2026-03-312026-04-14

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PRU PRUDENTIAL FINL INC533 shares0.00%2026-03-312026-04-14

IUSV ISHARES TR505 shares0.00%2026-03-312026-04-14

XBI SPDR SERIES TRUST400 shares0.00%2026-03-312026-04-14

TD TORONTO DOMINION BK ONT541 shares0.00%2026-03-312026-04-14

WM WASTE MGMT INC DEL219 shares0.00%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC335 shares5.68%2026-03-312026-04-14

STRK STRATEGY INC692 shares2.82%2026-03-312026-04-14

DFAU DIMENSIONAL ETF TRUST1.1K shares0.00%2026-03-312026-04-14

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IXUS ISHARES TR547 shares0.00%2026-03-312026-04-14

FDL FIRST TR EXCHANGE-TRADED FD925 shares0.00%2026-03-312026-04-14

PAYX PAYCHEX INC504 shares0.00%2026-03-312026-04-14

XLY SELECT SECTOR SPDR TR424 shares0.00%2026-03-312026-04-14

CRWV COREWEAVE INC584 shares0.00%2026-03-312026-04-14

IUSG ISHARES TR284 shares0.00%2026-03-312026-04-14

EVRG EVERGY INC534 shares0.00%2026-03-312026-04-14

VHT VANGUARD WORLD FD160 shares0.00%2026-03-312026-04-14

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BROADCOM INC BROADCOM INC140 shares0.00%2026-03-312026-04-14

BA BOEING CO215 shares0.00%2026-03-312026-04-14

J JACOBS SOLUTIONS INC336 shares0.00%2026-03-312026-04-14

IWR ISHARES TR418 shares0.00%2026-03-312026-04-14

SYY SYSCO CORP570 shares0.00%2026-03-312026-04-14

CGGR CAPITAL GROUP GROWTH ETF1.0K shares0.00%2026-03-312026-04-14

STBA S & T BANCORP INC950 shares0.00%2026-03-312026-04-14

VONV VANGUARD SCOTTSDALE FDS420 shares0.00%2026-03-312026-04-14

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MERCK & CO INC MERCK & CO INC327 shares0.00%2026-03-312026-04-14

V VISA INC128 shares-0.78%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR1.3K shares0.00%2026-03-312026-04-14

NBH NEUBERGER MUN FD INC3.7K shares0.00%2026-03-312026-04-14

SPTS SPDR SERIES TRUST1.3K shares-40.29%2026-03-312026-04-14

RJF RAYMOND JAMES FINL INC258 shares0.00%2026-03-312026-04-14

HON HONEYWELL INTL INC164 shares0.00%2026-03-312026-04-14

IEMG ISHARES INC524 shares0.00%2026-03-312026-04-14

Sponsored

TMUS T-MOBILE US INC174 shares0.00%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST847 shares0.71%2026-03-312026-04-14

DHR DANAHER CORP DEL188 shares0.00%2026-03-312026-04-14

DFSD DIMENSIONAL ETF TRUST741 shares0.27%2026-03-312026-04-14

AFL AFLAC INC322 shares0.00%2026-03-312026-04-14

VOOG VANGUARD ADMIRAL FDS INC86 shares0.00%2026-03-312026-04-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC297 shares-1.66%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II477 shares0.00%2026-03-312026-04-14

Sponsored

EATON CORP PLC EATON CORP PLC92 shares0.00%2026-03-312026-04-14

VUG VANGUARD INDEX FDS74 shares-40.80%2026-03-312026-04-14

EXC EXELON CORP656 shares0.00%2026-03-312026-04-14

PFF ISHARES TR1.0K shares0.00%2026-03-312026-04-14

PDI PIMCO DYNAMIC INCOME FD1.8K shares0.00%2026-03-312026-04-14

CLX CLOROX CO DEL303 shares0.00%2026-03-312026-04-14

CCL CARNIVAL CORP1.2K shares0.00%2026-03-312026-04-14

IEFA ISHARES TR334 shares0.00%2026-03-312026-04-14

Sponsored

VYM VANGUARD WHITEHALL FDS200 shares0.00%2026-03-312026-04-14

ICE INTERCONTINENTAL EXCHANGE IN185 shares0.00%2026-03-312026-04-14

BP BP PLC608 shares0.00%2026-03-312026-04-14

HII HUNTINGTON INGALLS INDS INC75 shares0.00%2026-03-312026-04-14

MTB M & T BK CORP132 shares0.00%2026-03-312026-04-14

BIDU BAIDU INC240 shares0.00%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC102 shares0.00%2026-03-312026-04-14

VLY VALLEY NATL BANCORP2.1K shares0.00%2026-03-312026-04-14

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INTU INTUIT60 shares0.00%2026-03-312026-04-14

IJT ISHARES TR178 shares0.00%2026-03-312026-04-14

FCX FREEPORT MCMORAN INC437 shares0.00%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR792 shares0.00%2026-03-312026-04-14

ISHARES STAKED ETHEREUM TR E ISHARES STAKED ETHEREUM TR E899 sharesnew addition2026-03-312026-04-14

FHN FIRST HORIZON CORPORATION1.1K shares0.00%2026-03-312026-04-14

VRSN VERISIGN INC96 shares0.00%2026-03-312026-04-14

MGC VANGUARD WORLD FD100 shares0.00%2026-03-312026-04-14

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CARR CARRIER GLOBAL CORPORATION403 shares0.00%2026-03-312026-04-14

ETHV VANECK ETHEREUM TR734 shares-7.32%2026-03-312026-04-14

COF CAPITAL ONE FINL CORP122 shares0.00%2026-03-312026-04-14

DFGR DIMENSIONAL ETF TRUST834 shares0.00%2026-03-312026-04-14

DJT TRUMP MEDIA & TECHNOLOGY GRO2.3K shares0.00%2026-03-312026-04-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC468 shares-4.10%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T445 shares0.00%2026-03-312026-04-14

LITE LUMENTUM HLDGS INC30 shares0.00%2026-03-312026-04-14

Sponsored

EG EVEREST GROUP LTD64 shares0.00%2026-03-312026-04-14

AES AES CORP1.5K shares0.00%2026-03-312026-04-14

USMV ISHARES TR225 shares0.00%2026-03-312026-04-14

HOOD ROBINHOOD MKTS INC300 shares0.00%2026-03-312026-04-14

FICO FAIR ISAAC CORP19 shares0.00%2026-03-312026-04-14

CMCSA COMCAST CORP NEW700 shares0.00%2026-03-312026-04-14

PGR PROGRESSIVE CORP101 shares0.00%2026-03-312026-04-14

LUV SOUTHWEST AIRLS CO520 shares1.36%2026-03-312026-04-14

Sponsored

PM PHILIP MORRIS INTL INC118 shares0.00%2026-03-312026-04-14

SPGP INVESCO EXCHANGE TRADED FD T180 shares0.00%2026-03-312026-04-14

ENFR ALPS ETF TR500 shares0.00%2026-03-312026-04-14

EA ELECTRONIC ARTS INC91 shares0.00%2026-03-312026-04-14

AGG ISHARES TR186 shares-43.81%2026-03-312026-04-14

THE CIGNA GROUP THE CIGNA GROUP67 shares0.00%2026-03-312026-04-14

JEF JEFFERIES FINANCIAL GROUP IN433 shares0.00%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS357 shares-27.59%2026-03-312026-04-14

Sponsored

IBHG ISHARES TR800 shares0.00%2026-03-312026-04-14

SSRM SSR MINING IN600 shares0.00%2026-03-312026-04-14

FITB FIFTH THIRD BANCORP377 shares245.87%2026-03-312026-04-14

GNL GLOBAL NET LEASE INC1.9K shares-41.89%2026-03-312026-04-14

EMR EMERSON ELEC CO132 shares0.00%2026-03-312026-04-14

RPV INVESCO EXCHANGE TRADED FD T159 shares0.00%2026-03-312026-04-14

MET METLIFE INC241 shares0.00%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC235 shares0.00%2026-03-312026-04-14

Sponsored

ARKK ARK ETF TR250 shares11.11%2026-03-312026-04-14

TIP ISHARES TR151 shares0.00%2026-03-312026-04-14

MCK MCKESSON CORP19 shares0.00%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR110 shares0.00%2026-03-312026-04-14

MMC MARSH & MCLENNAN COS INC89 shares0.00%2026-03-312026-04-14

AVGV AMERICAN CENTY ETF TR195 shares0.00%2026-03-312026-04-14

KR KROGER CO207 shares0.00%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR300 shares0.00%2026-03-312026-04-14

Sponsored

KRG KITE REALTY GROUP TRUST602 shares0.00%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC30 shares0.00%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC322 shares-38.31%2026-03-312026-04-14

ELV ELEVANCE HEALTH INC FORMERLY49 shares0.00%2026-03-312026-04-14

CTO CTO RLTY GROWTH INC NEW775 shares0.00%2026-03-312026-04-14

EMLP FIRST TR EXCHANGE-TRADED FD328 shares0.00%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF371 shares-56.66%2026-03-312026-04-14

HYDB ISHARES TR306 shares0.00%2026-03-312026-04-14

Sponsored

MLPX GLOBAL X FDS192 shares0.00%2026-03-312026-04-14

SPHQ INVESCO EXCHANGE TRADED FD T188 shares0.00%2026-03-312026-04-14

XYL XYLEM INC118 shares0.00%2026-03-312026-04-14

LW LAMB WESTON HLDGS INC333 shares0.00%2026-03-312026-04-14

MA MASTERCARD INCORPORATED28 shares0.00%2026-03-312026-04-14

PEG PUBLIC SVC ENTERPRISE GROUP168 shares0.00%2026-03-312026-04-14

CNP CENTERPOINT ENERGY INC315 shares0.00%2026-03-312026-04-14

CENCORA INC CENCORA INC43 shares0.00%2026-03-312026-04-14

Sponsored

VIK VIKING HOLDINGS LTD182 shares0.00%2026-03-312026-04-14

PHM PULTE GROUP INC113 shares0.00%2026-03-312026-04-14

SJM SMUCKER J M CO133 shares0.00%2026-03-312026-04-14

EEM ISHARES TR225 shares0.00%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC3 shares0.00%2026-03-312026-04-14

MCO MOODYS CORP28 shares0.00%2026-03-312026-04-14

IYG ISHARES TR147 shares0.00%2026-03-312026-04-14

DAL DELTA AIR LINES INC178 shares0.00%2026-03-312026-04-14

Sponsored

EME EMCOR GROUP INC16 shares0.00%2026-03-312026-04-14

IYZ ISHARES TR300 shares0.00%2026-03-312026-04-14

BDX BECTON DICKINSON & CO75 shares0.00%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO136 shares0.00%2026-03-312026-04-14

IRM IRON MTN INC DEL113 shares0.00%2026-03-312026-04-14

SPGI S&P GLOBAL INC27 shares0.00%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T250 shares0.00%2026-03-312026-04-14

WING WINGSTOP INC74 shares0.00%2026-03-312026-04-14

Sponsored

COIN COINBASE GLOBAL INC65 shares0.00%2026-03-312026-04-14

JEPI J P MORGAN EXCHANGE TRADED F200 sharesnew addition2026-03-312026-04-14

SPTM SPDR SERIES TRUST139 shares0.00%2026-03-312026-04-14

SILA SILA REALTY TRUST INC463 shares0.00%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR206 shares0.00%2026-03-312026-04-14

NDAQ NASDAQ INC126 shares0.00%2026-03-312026-04-14

OII OCEANEERING INTL INC299 shares0.00%2026-03-312026-04-14

ITA ISHARES TR48 shares0.00%2026-03-312026-04-14

Sponsored

MELI MERCADOLIBRE INC6 shares0.00%2026-03-312026-04-14

IJJ ISHARES TR78 shares0.00%2026-03-312026-04-14

KIM KIMCO REALTY CORP459 shares0.00%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F74 shares0.00%2026-03-312026-04-14

SO SOUTHERN CO106 shares0.00%2026-03-312026-04-14

FTCS FIRST TR EXCHANGE-TRADED FD110 shares0.00%2026-03-312026-04-14

ATI ATI INC70 shares0.00%2026-03-312026-04-14

FELV FIDELITY COVINGTON TRUST286 shares0.00%2026-03-312026-04-14

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN110 shares0.00%2026-03-312026-04-14

EQIX EQUINIX INC10 shares0.00%2026-03-312026-04-14

EBS EMERGENT BIOSOLUTIONS INC1.1K shares0.00%2026-03-312026-04-14

VXF VANGUARD INDEX FDS45 shares0.00%2026-03-312026-04-14

SYK STRYKER CORPORATION28 shares0.00%2026-03-312026-04-14

PTY PIMCO CORPORATE & INCOME OPP745 shares0.00%2026-03-312026-04-14

PDN INVESCO EXCH TRADED FD TR II206 shares0.00%2026-03-312026-04-14

DXPE DXP ENTERPRISES INC63 shares0.00%2026-03-312026-04-14

Sponsored

BYLD ISHARES TR386 shares0.00%2026-03-312026-04-14

OMC OMNICOM GROUP INC115 shares0.00%2026-03-312026-04-14

ROL ROLLINS INC162 shares0.00%2026-03-312026-04-14

FCPT FOUR CORNERS PPTY TR INC365 shares0.00%2026-03-312026-04-14

OLN OLIN CORP285 shares0.00%2026-03-312026-04-14

HOG HARLEY DAVIDSON INC415 shares0.00%2026-03-312026-04-14

WSM WILLIAMS SONOMA INC46 shares0.00%2026-03-312026-04-14

O REALTY INCOME CORP136 shares0.00%2026-03-312026-04-14

Sponsored

IWS ISHARES TR57 shares-1.72%2026-03-312026-04-14

VOE VANGUARD INDEX FDS45 shares0.00%2026-03-312026-04-14

RWX SPDR INDEX SHS FDS311 shares0.65%2026-03-312026-04-14

AMTM AMENTUM HOLDINGS INC314 shares0.00%2026-03-312026-04-14

SLB SLB LIMITED159 shares0.00%2026-03-312026-04-14

RSG REPUBLIC SVCS INC36 shares0.00%2026-03-312026-04-14

FDX FEDEX CORP22 shares0.00%2026-03-312026-04-14

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE385 shares0.00%2026-03-312026-04-14

Sponsored

HBAN HUNTINGTON BANCSHARES INC482 sharesnew addition2026-03-312026-04-14

JBHT HUNT J B TRANS SVCS INC35 shares0.00%2026-03-312026-04-14

DVN DEVON ENERGY CORP NEW147 shares0.00%2026-03-312026-04-14

NKE NIKE INC139 shares0.72%2026-03-312026-04-14

REZI RESIDEO TECHNOLOGIES INC209 shares0.00%2026-03-312026-04-14

ODFL OLD DOMINION FREIGHT LINE IN36 shares0.00%2026-03-312026-04-14

DLY DOUBLELINE YIELD OPPORTUNITI500 shares0.00%2026-03-312026-04-14

QUBT QUANTUM COMPUTING INC1.0K shares0.00%2026-03-312026-04-14

Sponsored

TXT TEXTRON INC78 shares0.00%2026-03-312026-04-14

CNO CNO FINL GROUP INC160 shares0.00%2026-03-312026-04-14

EQR EQUITY RESIDENTIAL111 shares0.00%2026-03-312026-04-14

MSIF MSC INCOME FUND INC538 sharesnew addition2026-03-312026-04-14

NEA NUVEEN AMT FREE QLTY MUN INC583 shares0.00%2026-03-312026-04-14

GTLS CHART INDS INC31 shares0.00%2026-03-312026-04-14

BLW BLACKROCK LTD DURATION INCOM500 shares0.00%2026-03-312026-04-14

HAL HALLIBURTON CO160 shares0.00%2026-03-312026-04-14

Sponsored

AMG AFFILIATED MANAGERS GROUP22 shares0.00%2026-03-312026-04-14

MUR MURPHY OIL CORP146 shares0.00%2026-03-312026-04-14

FNDA SCHWAB STRATEGIC TR184 shares0.00%2026-03-312026-04-14

BALL BALL CORP100 shares0.00%2026-03-312026-04-14

ARW ARROW ELECTRS INC41 shares0.00%2026-03-312026-04-14

BLOK AMPLIFY ETF TR118 shares0.00%2026-03-312026-04-14

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC250 shares-39.02%2026-03-312026-04-14

BEP BROOKFIELD RENEWABLE ENERGY174 shares0.00%2026-03-312026-04-14

Sponsored

EPR EPR PPTYS111 shares0.00%2026-03-312026-04-14

CIEN CIENA CORP14 shares0.00%2026-03-312026-04-14

FSCO FS CREDIT OPPORTUNITIES CORP1.1K shares0.00%2026-03-312026-04-14

REGN REGENERON PHARMACEUTICALS7 shares0.00%2026-03-312026-04-14

BWMN BOWMAN CONSULTING GROUP LTD190 shares-3.06%2026-03-312026-04-14

UTHR UNITED THERAPEUTICS CORP DEL9 shares0.00%2026-03-312026-04-14

ROP ROPER TECHNOLOGIES INC15 shares0.00%2026-03-312026-04-14

FNDX SCHWAB STRATEGIC TR189 shares0.00%2026-03-312026-04-14

Sponsored

APA CORPORATION APA CORPORATION123 shares0.00%2026-03-312026-04-14

F FORD MTR CO452 shares0.22%2026-03-312026-04-14

PUMP PROPETRO HLDG CORP362 shares0.00%2026-03-312026-04-14

VIAV VIAVI SOLUTIONS INC154 shares0.00%2026-03-312026-04-14

VFC V F CORP300 shares0.00%2026-03-312026-04-14

CASY CASEYS GEN STORES INC7 shares0.00%2026-03-312026-04-14

SDIV GLOBAL X FDS200 sharesnew addition2026-03-312026-04-14

DOC HEALTHPEAK PROPERTIES INC300 sharesnew addition2026-03-312026-04-14

Sponsored

PARR PAR PAC HOLDINGS INC78 shares0.00%2026-03-312026-04-14

ROST ROSS STORES INC22 shares0.00%2026-03-312026-04-14

HCA HCA HEALTHCARE INC10 shares0.00%2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO65 shares0.00%2026-03-312026-04-14

PLD PROLOGIS INC.35 shares0.00%2026-03-312026-04-14

CAH CARDINAL HEALTH INC21 shares0.00%2026-03-312026-04-14

KTB KONTOOR BRANDS INC63 shares0.00%2026-03-312026-04-14

TCBI TEXAS CAP BANCSHARES INC45 shares0.00%2026-03-312026-04-14

Sponsored

SMH VANECK ETF TRUST11 shares0.00%2026-03-312026-04-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD253 shares0.00%2026-03-312026-04-14

EVR EVERCORE INC14 shares0.00%2026-03-312026-04-14

VRSK VERISK ANALYTICS INC22 shares0.00%2026-03-312026-04-14

WMB WILLIAMS COS INC57 shares0.00%2026-03-312026-04-14

STLD STEEL DYNAMICS INC23 shares0.00%2026-03-312026-04-14

AVES AMERICAN CENTY ETF TR69 shares0.00%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC35 shares0.00%2026-03-312026-04-14

Sponsored

MATX MATSON INC24 shares0.00%2026-03-312026-04-14

IDXX IDEXX LABS INC7 shares0.00%2026-03-312026-04-14

GPC GENUINE PARTS CO36 shares0.00%2026-03-312026-04-14

FLR FLUOR CORP80 shares0.00%2026-03-312026-04-14

ABT ABBOTT LABORATORIES36 shares0.00%2026-03-312026-04-14

NNN NNN REIT INC87 shares0.00%2026-03-312026-04-14

CTVA CORTEVA INC43 shares-25.86%2026-03-312026-04-14

FRANKLIN XRP TRUST FRANKLIN XRP TRUST239 sharesnew addition2026-03-312026-04-14

Sponsored

PNR PENTAIR PLC39 shares0.00%2026-03-312026-04-14

AZO AUTOZONE INC1 shares0.00%2026-03-312026-04-14

LYV LIVE NATION ENTERTAINMENT IN22 shares0.00%2026-03-312026-04-14

GEHC GE HEALTHCARE TECHNOLOGIES I47 shares0.00%2026-03-312026-04-14

ILMN ILLUMINA INC27 shares0.00%2026-03-312026-04-14

SUSA ISHARES TR25 shares0.00%2026-03-312026-04-14

YUM YUM BRANDS INC21 shares0.00%2026-03-312026-04-14

IP INTERNATIONAL PAPER CO90 shares0.00%2026-03-312026-04-14

Sponsored

BYD BOYD GAMING CORP39 shares0.00%2026-03-312026-04-14

VMI VALMONT INDS INC8 shares0.00%2026-03-312026-04-14

NMAX NEWSMAX INC600 shares0.00%2026-03-312026-04-14

WAT WATERS CORP10 sharesnew addition2026-03-312026-04-14

JSMD JANUS DETROIT STR TR37 shares0.00%2026-03-312026-04-14

SNA SNAP ON INC8 shares0.00%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC8 shares0.00%2026-03-312026-04-14

RKT ROCKET COS INC200 shares-50.00%2026-03-312026-04-14

Sponsored

GL GLOBE LIFE INC20 shares0.00%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8 shares0.00%2026-03-312026-04-14

SF STIFEL FINL CORP37 shares48.00%2026-03-312026-04-14

VMC VULCAN MATLS CO10 shares0.00%2026-03-312026-04-14

SPHD INVESCO EXCH TRADED FD TR II53 shares0.00%2026-03-312026-04-14

NBIS NEBIUS GROUP N.V.25 shares0.00%2026-03-312026-04-14

DFIN DONNELLEY FINL SOLUTIONS INC55 shares0.00%2026-03-312026-04-14

LSTR LANDSTAR SYS INC16 shares0.00%2026-03-312026-04-14

Sponsored

URBN URBAN OUTFITTERS INC39 shares0.00%2026-03-312026-04-14

CAL CALERES INC233 shares0.00%2026-03-312026-04-14

TDG TRANSDIGM GROUP INC2 shares0.00%2026-03-312026-04-14

ET ENERGY TRANSFER L P116 shares0.00%2026-03-312026-04-14

INTC INTEL CORP50 sharesnew addition2026-03-312026-04-14

FSLY FASTLY INC75 shares0.00%2026-03-312026-04-14

SMR NUSCALE PWR CORP200 shares0.00%2026-03-312026-04-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC27 shares0.00%2026-03-312026-04-14

Sponsored

IQV IQVIA HLDGS INC12 shares0.00%2026-03-312026-04-14

AIG AMERICAN INTL GROUP INC27 shares0.00%2026-03-312026-04-14

XPO XPO INC10 shares0.00%2026-03-312026-04-14

AKR ACADIA RLTY TR97 shares0.00%2026-03-312026-04-14

CTRA COTERRA ENERGY INC49 shares0.00%2026-03-312026-04-14

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP43 shares0.00%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR41 shares0.00%2026-03-312026-04-14

DHI D R HORTON INC12 shares0.00%2026-03-312026-04-14

Sponsored

INSM INSMED INC10 shares0.00%2026-03-312026-04-14

NOK NOKIA CORP200 shares0.00%2026-03-312026-04-14

RIVN RIVIAN AUTOMOTIVE INC100 shares0.00%2026-03-312026-04-14

POOL POOL CORP7 shares0.00%2026-03-312026-04-14

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC39 shares0.00%2026-03-312026-04-14

FIX COMFORT SYS USA INC1 shares-50.00%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC4 shares0.00%2026-03-312026-04-14

ASML ASML HLDG NV1 sharesnew addition2026-03-312026-04-14

Sponsored

AENT ALLIANCE ENTERTAINMENT HOLDI200 shares0.00%2026-03-312026-04-14

BHF BRIGHTHOUSE FINL INC20 shares0.00%2026-03-312026-04-14

TEVA TEVA PHARMACEUTICAL INDS LTD38 shares0.00%2026-03-312026-04-14

VXUS VANGUARD STAR FDS14 shares0.00%2026-03-312026-04-14

AUR AURORA INNOVATION INC250 shares0.00%2026-03-312026-04-14

ON ON SEMICONDUCTOR CORP16 sharesnew addition2026-03-312026-04-14

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC26 sharesnew addition2026-03-312026-04-14

WU WESTERN UN CO100 shares0.00%2026-03-312026-04-14

Sponsored

MRAM EVERSPIN TECHNOLOGIES INC98 sharesnew addition2026-03-312026-04-14

IGV ISHARES TR10 shares0.00%2026-03-312026-04-14

NAVI NAVIENT CORPORATION78 shares0.00%2026-03-312026-04-14

DOW DOW HLDGS INC14 shares-30.00%2026-03-312026-04-14

RUM RUMBLE INC100 shares0.00%2026-03-312026-04-14

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC20 shares0.00%2026-03-312026-04-14

OGN ORGANON & CO62 shares0.00%2026-03-312026-04-14

PRSU PURSUIT ATTRACTIONS AND HOSP10 shares0.00%2026-03-312026-04-14

Sponsored

SLVM SYLVAMO CORP8 shares0.00%2026-03-312026-04-14

BBBY BED BATH & BEYOND INC64 shares0.00%2026-03-312026-04-14

KD KYNDRYL HLDGS INC20 shares0.00%2026-03-312026-04-14

ALL ALLSTATE CORP1 shares0.00%2026-03-312026-04-14

DFAI

DIMENSIONAL ETF TRUST

-0.78%

Shares3.6M

Event2026-03-31

Filed2026-04-14

AVLV

AMERICAN CENTY ETF TR

19.28%

Shares1.4M

Event2026-03-31

Filed2026-04-14

SCHR

SCHWAB STRATEGIC TR

6.59%

Shares3.9M

Event2026-03-31

Filed2026-04-14

SCHO

SCHWAB STRATEGIC TR

6.82%

Shares3.9M

Event2026-03-31

Filed2026-04-14

AVUV

AMERICAN CENTY ETF TR

-1.97%

Shares632.8K

Event2026-03-31

Filed2026-04-14

DFAS

DIMENSIONAL ETF TRUST

0.40%

Shares970.4K

Event2026-03-31

Filed2026-04-14

AVDV

AMERICAN CENTY ETF TR

-5.10%

Shares378.2K

Event2026-03-31

Filed2026-04-14

DFAR

DIMENSIONAL ETF TRUST

6.33%

Shares1.4M

Event2026-03-31

Filed2026-04-14

AVMV

AMERICAN CENTY ETF TR

0.17%

Shares444.7K

Event2026-03-31

Filed2026-04-14

DFUV

DIMENSIONAL ETF TRUST

-2.15%

Shares544.6K

Event2026-03-31

Filed2026-04-14

DFAE

DIMENSIONAL ETF TRUST

-1.56%

Shares587.8K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-1.53%

Shares22.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-3.98%

Shares21.1K

Event2026-03-31

Filed2026-04-14

DFAT

DIMENSIONAL ETF TRUST

-2.47%

Shares190.2K

Event2026-03-31

Filed2026-04-14

DFAX

DIMENSIONAL ETF TRUST

-2.32%

Shares293.6K

Event2026-03-31

Filed2026-04-14

SCHM

SCHWAB STRATEGIC TR

-1.94%

Shares264.4K

Event2026-03-31

Filed2026-04-14

BOXX

EA SERIES TRUST

19.71%

Shares51.0K

Event2026-03-31

Filed2026-04-14

SPYM

SPDR SERIES TRUST

-2.38%

Shares72.8K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-1.99%

Shares16.8K

Event2026-03-31

Filed2026-04-14

DFIC

DIMENSIONAL ETF TRUST

-1.82%

Shares132.6K

Event2026-03-31

Filed2026-04-14

DFIV

DIMENSIONAL ETF TRUST

-4.18%

Shares89.0K

Event2026-03-31

Filed2026-04-14

IWB

ISHARES TR

-0.63%

Shares13.0K

Event2026-03-31

Filed2026-04-14

AVDE

AMERICAN CENTY ETF TR

-9.34%

Shares50.3K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

-5.12%

Shares19.8K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.28%

Shares13.0K

Event2026-03-31

Filed2026-04-14

SCHH

SCHWAB STRATEGIC TR

-1.44%

Shares170.3K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

0.28%

Shares13.1K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

-0.33%

Shares40.6K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

-5.39%

Shares115.0K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

-2.15%

Shares35.1K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

3.11%

Shares15.1K

Event2026-03-31

Filed2026-04-14

SPMD

SPDR SERIES TRUST

-0.95%

Shares39.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-3.19%

Shares8.9K

Event2026-03-31

Filed2026-04-14

DFSV

DIMENSIONAL ETF TRUST

-0.26%

Shares62.4K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-3.01%

Shares26.9K

Event2026-03-31

Filed2026-04-14

BIV

VANGUARD BD INDEX FDS

-7.64%

Shares27.3K

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

-1.48%

Shares70.5K

Event2026-03-31

Filed2026-04-14

IWV

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

-1.52%

Shares79.4K

Event2026-03-31

Filed2026-04-14

LAM RESEARCH CORP

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

-2.80%

Shares60.5K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

0.12%

Shares5.0K

Event2026-03-31

Filed2026-04-14

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-14

DISV

DIMENSIONAL ETF TRUST

-0.57%

Shares42.9K

Event2026-03-31

Filed2026-04-14

AVSC

AMERICAN CENTY ETF TR

-0.65%

Shares27.0K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.95%

Shares2.3K

Event2026-03-31

Filed2026-04-14

IVE

ISHARES TR

-4.61%

Shares7.0K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-0.04%

Shares8.5K

Event2026-03-31

Filed2026-04-14

IWC

ISHARES TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-14

SLYV

SPDR SERIES TRUST

-3.78%

Shares13.7K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

-0.61%

Shares5.2K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

-0.38%

Shares4.5K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-1.86%

Shares4.5K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

-1.39%

Shares7.9K

Event2026-03-31

Filed2026-04-14

DEERE & CO

-8.43%

Shares1.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-1.62%

Shares3.1K

Event2026-03-31

Filed2026-04-14

USRT

ISHARES TR

-1.78%

Shares14.7K

Event2026-03-31

Filed2026-04-14

SCHC

SCHWAB STRATEGIC TR

-2.89%

Shares18.6K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

-0.63%

Shares12.6K

Event2026-03-31

Filed2026-04-14

SGOV

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-14

WWD

WOODWARD INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-7.23%

Shares1.7K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

-2.18%

Shares8.0K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

-2.05%

Shares2.4K

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

-0.03%

Shares7.9K

Event2026-03-31

Filed2026-04-14

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-14

VLO

VALERO ENERGY CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-14

AVIV

AMERICAN CENTY ETF TR

-7.76%

Shares8.1K

Event2026-03-31

Filed2026-04-14

TFC

TRUIST FINL CORP

-10.75%

Shares12.5K

Event2026-03-31

Filed2026-04-14

WEC ENERGY GROUP INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-14

SCZ

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL ETF TRUST

2.13%

Shares13.7K

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

DLN

WISDOMTREE TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

-7.16%

Shares3.3K

Event2026-03-31

Filed2026-04-14

CRH PLC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO

-15.69%

Shares5.0K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-14

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares675

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-14

RCL

ROYAL CARIBBEAN GROUP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

IVW

ISHARES TR

-0.41%

Shares3.7K

Event2026-03-31

Filed2026-04-14

SPDW

SPDR INDEX SHS FDS

-2.35%

Shares8.9K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-2.03%

Shares1.2K

Event2026-03-31

Filed2026-04-14

RWR

SPDR SERIES TRUST

-0.29%

Shares3.8K

Event2026-03-31

Filed2026-04-14

IONS

IONIS PHARMACEUTICALS INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-14

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-14

IWN

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14

SCCO

SOUTHERN COPPER CORP

0.80%

Shares1.8K

Event2026-03-31

Filed2026-04-14

VBK

VANGUARD INDEX FDS

0.00%

Shares996

Event2026-03-31

Filed2026-04-14

AT&T INC

4.75%

Shares10.3K

Event2026-03-31

Filed2026-04-14

AVUS

AMERICAN CENTY ETF TR

-4.67%

Shares2.6K

Event2026-03-31

Filed2026-04-14

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

SBUX

STARBUCKS CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

JBL

JABIL INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

0.35%

Shares289

Event2026-03-31

Filed2026-04-14

BITB

BITWISE BITCOIN ETF TR

0.06%

Shares7.1K

Event2026-03-31

Filed2026-04-14

SPTI

SPDR SERIES TRUST

-30.25%

Shares9.0K

Event2026-03-31

Filed2026-04-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares549

Event2026-03-31

Filed2026-04-14

META

META PLATFORMS INC

2.31%

Shares442

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-0.12%

Shares832

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

0.00%

Shares764

Event2026-03-31

Filed2026-04-14

QVAL

EA SERIES TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-14

QCOM

QUALCOMM INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-10.01%

Shares1.1K

Event2026-03-31

Filed2026-04-14

EFV

ISHARES TR

-3.69%

Shares2.9K

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-14

OEF

ISHARES TR

0.00%

Shares676

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

SPSM

SPDR SERIES TRUST

-6.08%

Shares4.2K

Event2026-03-31

Filed2026-04-14

SOUTHSTATE BK CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

0.00%

Shares975

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-16.38%

Shares2.9K

Event2026-03-31

Filed2026-04-14

SPYV

SPDR SERIES TRUST

-0.87%

Shares3.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

3.99%

Shares626

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

0.00%

Shares250

Event2026-03-31

Filed2026-04-14

ETHA

ISHARES ETHEREUM TR

22.39%

Shares10.8K

Event2026-03-31

Filed2026-04-14

CBRE

CBRE GROUP INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-14

IWD

ISHARES TR

0.00%

Shares763

Event2026-03-31

Filed2026-04-14

GEV

GE VERNOVA INC

189.06%

Shares185

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares688

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

0.00%

Shares496

Event2026-03-31

Filed2026-04-14

DRI

DARDEN RESTAURANTS INC

0.00%

Shares730

Event2026-03-31

Filed2026-04-14

XLU

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

0.00%

Shares352

Event2026-03-31

Filed2026-04-14

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-14

FTEC

FIDELITY COVINGTON TRUST

-6.60%

Shares609

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

0.00%

Shares870

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

-30.09%

Shares4.8K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares120

Event2026-03-31

Filed2026-04-14

SBSI

SOUTHSIDE BANCSHARES INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-14

EFG

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

DES

WISDOMTREE TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

ICF

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14

GWX

SPDR INDEX SHS FDS

-2.43%

Shares2.6K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares443

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

-6.81%

Shares986

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

0.00%

Shares174

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

0.00%

Shares763

Event2026-03-31

Filed2026-04-14

XLP

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares744

Event2026-03-31

Filed2026-04-14

IJS

ISHARES TR

4.02%

Shares829

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares475

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

0.00%

Shares136

Event2026-03-31

Filed2026-04-14

NSC

NORFOLK SOUTHN CORP

0.00%

Shares332

Event2026-03-31

Filed2026-04-14

FAS

DIREXION SHARES ETF TRUST

0.00%

Shares800

Event2026-03-31

Filed2026-04-14

LMT

LOCKHEED MARTIN CORP

61.05%

Shares153

Event2026-03-31

Filed2026-04-14

GIS

GENERAL MILLS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

0.00%

Shares469

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares331

Event2026-03-31

Filed2026-04-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-14

NXP

NUVEEN SELECT TAX-FREE INCOM

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-14

FCF

FIRST COMWLTH FINL CORP PA

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-14

NFLX

NETFLIX INC.

0.00%

Shares810

Event2026-03-31

Filed2026-04-14

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares610

Event2026-03-31

Filed2026-04-14

NOW

SERVICENOW INC

0.00%

Shares730

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC

0.00%

Shares90

Event2026-03-31

Filed2026-04-14

GE AEROSPACE

0.00%

Shares262

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

0.00%

Shares292

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

0.00%

Shares385

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

0.00%

Shares886

Event2026-03-31

Filed2026-04-14

WBD

WARNER BROS DISCOVERY INC

1.55%

Shares2.5K

Event2026-03-31

Filed2026-04-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

CSX

CSX CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

NCLH

NORWEGIAN CRUISE LINE HLDGS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

AVGE

AMERICAN CENTY ETF TR

2.23%

Shares733

Event2026-03-31

Filed2026-04-14

WFC

WELLS FARGO & CO

0.00%

Shares804

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-6.37%

Shares294

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

0.50%

Shares401

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

0.00%

Shares377

Event2026-03-31

Filed2026-04-14

FUL

FULLER H B CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

IMCG

ISHARES TR

0.00%

Shares774

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

0.00%

Shares253

Event2026-03-31

Filed2026-04-14

LINDE PLC

0.00%

Shares117

Event2026-03-31

Filed2026-04-14

ARISTA NETWORKS INC

0.00%

Shares460

Event2026-03-31

Filed2026-04-14

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares237

Event2026-03-31

Filed2026-04-14

TRANE TECHNOLOGIES PLC

0.00%

Shares135

Event2026-03-31

Filed2026-04-14

DSI

ISHARES TR

0.00%

Shares461

Event2026-03-31

Filed2026-04-14

MSTR

STRATEGY INC

0.00%

Shares441

Event2026-03-31

Filed2026-04-14

XLC

SELECT SECTOR SPDR TR

0.00%

Shares495

Event2026-03-31

Filed2026-04-14

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares434

Event2026-03-31

Filed2026-04-14

PRU

PRUDENTIAL FINL INC

0.00%

Shares533

Event2026-03-31

Filed2026-04-14

IUSV

ISHARES TR

0.00%

Shares505

Event2026-03-31

Filed2026-04-14

XBI

SPDR SERIES TRUST

0.00%

Shares400

Event2026-03-31

Filed2026-04-14

TORONTO DOMINION BK ONT

0.00%

Shares541

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL

0.00%

Shares219

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

5.68%

Shares335

Event2026-03-31

Filed2026-04-14

STRK

STRATEGY INC

2.82%

Shares692

Event2026-03-31

Filed2026-04-14

DFAU

DIMENSIONAL ETF TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

IXUS

ISHARES TR

0.00%

Shares547

Event2026-03-31

Filed2026-04-14

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares925

Event2026-03-31

Filed2026-04-14

PAYX

PAYCHEX INC

0.00%

Shares504

Event2026-03-31

Filed2026-04-14

XLY

SELECT SECTOR SPDR TR

0.00%

Shares424

Event2026-03-31

Filed2026-04-14

CRWV

COREWEAVE INC

0.00%

Shares584

Event2026-03-31

Filed2026-04-14

IUSG

ISHARES TR

0.00%

Shares284

Event2026-03-31

Filed2026-04-14

EVRG

EVERGY INC

0.00%

Shares534

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD WORLD FD

0.00%

Shares160

Event2026-03-31

Filed2026-04-14

BROADCOM INC

0.00%

Shares140

Event2026-03-31

Filed2026-04-14

BOEING CO

0.00%

Shares215

Event2026-03-31

Filed2026-04-14

JACOBS SOLUTIONS INC

0.00%

Shares336

Event2026-03-31

Filed2026-04-14

IWR

ISHARES TR

0.00%

Shares418

Event2026-03-31

Filed2026-04-14

SYY

SYSCO CORP

0.00%

Shares570

Event2026-03-31

Filed2026-04-14

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

STBA

S & T BANCORP INC

0.00%

Shares950

Event2026-03-31

Filed2026-04-14

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares420

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

0.00%

Shares327

Event2026-03-31

Filed2026-04-14

VISA INC

-0.78%

Shares128

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

NBH

NEUBERGER MUN FD INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-14

SPTS

SPDR SERIES TRUST

-40.29%

Shares1.3K

Event2026-03-31

Filed2026-04-14

RJF

RAYMOND JAMES FINL INC

0.00%

Shares258

Event2026-03-31

Filed2026-04-14

HON

HONEYWELL INTL INC

0.00%

Shares164

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

0.00%

Shares524

Event2026-03-31

Filed2026-04-14

TMUS

T-MOBILE US INC

0.00%

Shares174

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL ETF TRUST

0.71%

Shares847

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL

0.00%

Shares188

Event2026-03-31

Filed2026-04-14

DFSD

DIMENSIONAL ETF TRUST

0.27%

Shares741

Event2026-03-31

Filed2026-04-14

AFL

AFLAC INC

0.00%

Shares322

Event2026-03-31

Filed2026-04-14

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares86

Event2026-03-31

Filed2026-04-14

QNITY ELECTRONICS INC

-1.66%

Shares297

Event2026-03-31

Filed2026-04-14

INVESCO EXCH TRADED FD TR II

0.00%

Shares477

Event2026-03-31

Filed2026-04-14

EATON CORP PLC

0.00%

Shares92

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

-40.80%

Shares74

Event2026-03-31

Filed2026-04-14

EXC

EXELON CORP

0.00%

Shares656

Event2026-03-31

Filed2026-04-14

PFF

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-14

CLX

CLOROX CO DEL

0.00%

Shares303

Event2026-03-31

Filed2026-04-14

CCL

CARNIVAL CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

0.00%

Shares334

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares200

Event2026-03-31

Filed2026-04-14

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares185

Event2026-03-31

Filed2026-04-14

BP PLC

0.00%

Shares608

Event2026-03-31

Filed2026-04-14

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares75

Event2026-03-31

Filed2026-04-14

MTB

M & T BK CORP

0.00%

Shares132

Event2026-03-31

Filed2026-04-14

BIDU

BAIDU INC

0.00%

Shares240

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares102

Event2026-03-31

Filed2026-04-14

VLY

VALLEY NATL BANCORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

0.00%

Shares60

Event2026-03-31

Filed2026-04-14

IJT

ISHARES TR

0.00%

Shares178

Event2026-03-31

Filed2026-04-14

FCX

FREEPORT MCMORAN INC

0.00%

Shares437

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares792

Event2026-03-31

Filed2026-04-14

ISHARES STAKED ETHEREUM TR E

New

Shares899

Event2026-03-31

Filed2026-04-14

FHN

FIRST HORIZON CORPORATION

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

VRSN

VERISIGN INC

0.00%

Shares96

Event2026-03-31

Filed2026-04-14

MGC

VANGUARD WORLD FD

0.00%

Shares100

Event2026-03-31

Filed2026-04-14

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares403

Event2026-03-31

Filed2026-04-14

ETHV

VANECK ETHEREUM TR

-7.32%

Shares734

Event2026-03-31

Filed2026-04-14

COF

CAPITAL ONE FINL CORP

0.00%

Shares122

Event2026-03-31

Filed2026-04-14

DFGR

DIMENSIONAL ETF TRUST

0.00%

Shares834

Event2026-03-31

Filed2026-04-14

DJT

TRUMP MEDIA & TECHNOLOGY GRO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-14

DUPONT DE NEMOURS INC

-4.10%

Shares468

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares445

Event2026-03-31

Filed2026-04-14

LITE

LUMENTUM HLDGS INC

0.00%

Shares30

Event2026-03-31

Filed2026-04-14

EVEREST GROUP LTD

0.00%

Shares64

Event2026-03-31

Filed2026-04-14

AES

AES CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

USMV

ISHARES TR

0.00%

Shares225

Event2026-03-31

Filed2026-04-14

HOOD

ROBINHOOD MKTS INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-14

FICO

FAIR ISAAC CORP

0.00%

Shares19

Event2026-03-31

Filed2026-04-14

CMCSA

COMCAST CORP NEW

0.00%

Shares700

Event2026-03-31

Filed2026-04-14

PGR

PROGRESSIVE CORP

0.00%

Shares101

Event2026-03-31

Filed2026-04-14

LUV

SOUTHWEST AIRLS CO

1.36%

Shares520

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

0.00%

Shares118

Event2026-03-31

Filed2026-04-14

SPGP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares180

Event2026-03-31

Filed2026-04-14

ENFR

ALPS ETF TR

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

ELECTRONIC ARTS INC

0.00%

Shares91

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

-43.81%

Shares186

Event2026-03-31

Filed2026-04-14

THE CIGNA GROUP

0.00%

Shares67

Event2026-03-31

Filed2026-04-14

JEF

JEFFERIES FINANCIAL GROUP IN

0.00%

Shares433

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

-27.59%

Shares357

Event2026-03-31

Filed2026-04-14

IBHG

ISHARES TR

0.00%

Shares800

Event2026-03-31

Filed2026-04-14

SSRM

SSR MINING IN

0.00%

Shares600

Event2026-03-31

Filed2026-04-14

FITB

FIFTH THIRD BANCORP

245.87%

Shares377

Event2026-03-31

Filed2026-04-14

GNL

GLOBAL NET LEASE INC

-41.89%

Shares1.9K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

0.00%

Shares132

Event2026-03-31

Filed2026-04-14

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares159

Event2026-03-31

Filed2026-04-14

MET

METLIFE INC

0.00%

Shares241

Event2026-03-31

Filed2026-04-14

UBER

UBER TECHNOLOGIES INC

0.00%

Shares235

Event2026-03-31

Filed2026-04-14

ARKK

ARK ETF TR

11.11%

Shares250

Event2026-03-31

Filed2026-04-14

TIP

ISHARES TR

0.00%

Shares151

Event2026-03-31

Filed2026-04-14

MCK

MCKESSON CORP

0.00%

Shares19

Event2026-03-31

Filed2026-04-14

XLV

SELECT SECTOR SPDR TR

0.00%

Shares110

Event2026-03-31

Filed2026-04-14

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares89

Event2026-03-31

Filed2026-04-14

AVGV

AMERICAN CENTY ETF TR

0.00%

Shares195

Event2026-03-31

Filed2026-04-14

KROGER CO

0.00%

Shares207

Event2026-03-31

Filed2026-04-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares300

Event2026-03-31

Filed2026-04-14

KRG

KITE REALTY GROUP TRUST

0.00%

Shares602

Event2026-03-31

Filed2026-04-14

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares30

Event2026-03-31

Filed2026-04-14

PYPL

PAYPAL HLDGS INC

-38.31%

Shares322

Event2026-03-31

Filed2026-04-14

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares49

Event2026-03-31

Filed2026-04-14

CTO

CTO RLTY GROWTH INC NEW

0.00%

Shares775

Event2026-03-31

Filed2026-04-14

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares328

Event2026-03-31

Filed2026-04-14

IBIT

ISHARES BITCOIN TRUST ETF

-56.66%

Shares371

Event2026-03-31

Filed2026-04-14

HYDB

ISHARES TR

0.00%

Shares306

Event2026-03-31

Filed2026-04-14

MLPX

GLOBAL X FDS

0.00%

Shares192

Event2026-03-31

Filed2026-04-14

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares188

Event2026-03-31

Filed2026-04-14

XYL

XYLEM INC

0.00%

Shares118

Event2026-03-31

Filed2026-04-14

LAMB WESTON HLDGS INC

0.00%

Shares333

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED

0.00%

Shares28

Event2026-03-31

Filed2026-04-14

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares168

Event2026-03-31

Filed2026-04-14

CNP

CENTERPOINT ENERGY INC

0.00%

Shares315

Event2026-03-31

Filed2026-04-14

CENCORA INC

0.00%

Shares43

Event2026-03-31

Filed2026-04-14

VIK

VIKING HOLDINGS LTD

0.00%

Shares182

Event2026-03-31

Filed2026-04-14

PHM

PULTE GROUP INC

0.00%

Shares113

Event2026-03-31

Filed2026-04-14

SJM

SMUCKER J M CO

0.00%

Shares133

Event2026-03-31

Filed2026-04-14

EEM

ISHARES TR

0.00%

Shares225

Event2026-03-31

Filed2026-04-14

BKNG

BOOKING HOLDINGS INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-14

MCO

MOODYS CORP

0.00%

Shares28

Event2026-03-31

Filed2026-04-14

IYG

ISHARES TR

0.00%

Shares147

Event2026-03-31

Filed2026-04-14

DAL

DELTA AIR LINES INC

0.00%

Shares178

Event2026-03-31

Filed2026-04-14

EME

EMCOR GROUP INC

0.00%

Shares16

Event2026-03-31

Filed2026-04-14

IYZ

ISHARES TR

0.00%

Shares300

Event2026-03-31

Filed2026-04-14

BDX

BECTON DICKINSON & CO

0.00%

Shares75

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO

0.00%

Shares136

Event2026-03-31

Filed2026-04-14

IRM

IRON MTN INC DEL

0.00%

Shares113

Event2026-03-31

Filed2026-04-14

SPGI

S&P GLOBAL INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares250

Event2026-03-31

Filed2026-04-14

WING

WINGSTOP INC

0.00%

Shares74

Event2026-03-31

Filed2026-04-14

COIN

COINBASE GLOBAL INC

0.00%

Shares65

Event2026-03-31

Filed2026-04-14

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares200

Event2026-03-31

Filed2026-04-14

SPTM

SPDR SERIES TRUST

0.00%

Shares139

Event2026-03-31

Filed2026-04-14

SILA

SILA REALTY TRUST INC

0.00%

Shares463

Event2026-03-31

Filed2026-04-14

ALPS ETF TR

0.00%

Shares206

Event2026-03-31

Filed2026-04-14

NDAQ

NASDAQ INC

0.00%

Shares126

Event2026-03-31

Filed2026-04-14

OII

OCEANEERING INTL INC

0.00%

Shares299

Event2026-03-31

Filed2026-04-14

ITA

ISHARES TR

0.00%

Shares48

Event2026-03-31

Filed2026-04-14

MELI

MERCADOLIBRE INC

0.00%

Shares6

Event2026-03-31

Filed2026-04-14

IJJ

ISHARES TR

0.00%

Shares78

Event2026-03-31

Filed2026-04-14

KIM

KIMCO REALTY CORP

0.00%

Shares459

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares74

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

0.00%

Shares106

Event2026-03-31

Filed2026-04-14

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares110

Event2026-03-31

Filed2026-04-14

ATI

ATI INC

0.00%

Shares70

Event2026-03-31

Filed2026-04-14

FELV

FIDELITY COVINGTON TRUST

0.00%

Shares286

Event2026-03-31

Filed2026-04-14

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares110

Event2026-03-31

Filed2026-04-14

EQIX

EQUINIX INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

EBS

EMERGENT BIOSOLUTIONS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

VXF

VANGUARD INDEX FDS

0.00%

Shares45

Event2026-03-31

Filed2026-04-14

SYK

STRYKER CORPORATION

0.00%

Shares28

Event2026-03-31

Filed2026-04-14

PTY

PIMCO CORPORATE & INCOME OPP

0.00%

Shares745

Event2026-03-31

Filed2026-04-14

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares206

Event2026-03-31

Filed2026-04-14

DXPE

DXP ENTERPRISES INC

0.00%

Shares63

Event2026-03-31

Filed2026-04-14

BYLD

ISHARES TR

0.00%

Shares386

Event2026-03-31

Filed2026-04-14

OMC

OMNICOM GROUP INC

0.00%

Shares115

Event2026-03-31

Filed2026-04-14

ROL

ROLLINS INC

0.00%

Shares162

Event2026-03-31

Filed2026-04-14

FCPT

FOUR CORNERS PPTY TR INC

0.00%

Shares365

Event2026-03-31

Filed2026-04-14

OLN

OLIN CORP

0.00%

Shares285

Event2026-03-31

Filed2026-04-14

HOG

HARLEY DAVIDSON INC

0.00%

Shares415

Event2026-03-31

Filed2026-04-14

WSM

WILLIAMS SONOMA INC

0.00%

Shares46

Event2026-03-31

Filed2026-04-14

REALTY INCOME CORP

0.00%

Shares136

Event2026-03-31

Filed2026-04-14

IWS

ISHARES TR

-1.72%

Shares57

Event2026-03-31

Filed2026-04-14

VOE

VANGUARD INDEX FDS

0.00%

Shares45

Event2026-03-31

Filed2026-04-14

RWX

SPDR INDEX SHS FDS

0.65%

Shares311

Event2026-03-31

Filed2026-04-14

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares314

Event2026-03-31

Filed2026-04-14

SLB

SLB LIMITED

0.00%

Shares159

Event2026-03-31

Filed2026-04-14

RSG

REPUBLIC SVCS INC

0.00%

Shares36

Event2026-03-31

Filed2026-04-14

FDX

FEDEX CORP

0.00%

Shares22

Event2026-03-31

Filed2026-04-14

BITMINE IMMERSION TECNOLOGIE

0.00%

Shares385

Event2026-03-31

Filed2026-04-14

HBAN

HUNTINGTON BANCSHARES INC

New

Shares482

Event2026-03-31

Filed2026-04-14

JBHT

HUNT J B TRANS SVCS INC

0.00%

Shares35

Event2026-03-31

Filed2026-04-14

DVN

DEVON ENERGY CORP NEW

0.00%

Shares147

Event2026-03-31

Filed2026-04-14

NKE

NIKE INC

0.72%

Shares139

Event2026-03-31

Filed2026-04-14

REZI

RESIDEO TECHNOLOGIES INC

0.00%

Shares209

Event2026-03-31

Filed2026-04-14

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares36

Event2026-03-31

Filed2026-04-14

DLY

DOUBLELINE YIELD OPPORTUNITI

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

QUBT

QUANTUM COMPUTING INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

TXT

TEXTRON INC

0.00%

Shares78

Event2026-03-31

Filed2026-04-14

CNO

CNO FINL GROUP INC

0.00%

Shares160

Event2026-03-31

Filed2026-04-14

EQR

EQUITY RESIDENTIAL

0.00%

Shares111

Event2026-03-31

Filed2026-04-14

MSIF

MSC INCOME FUND INC

New

Shares538

Event2026-03-31

Filed2026-04-14

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares583

Event2026-03-31

Filed2026-04-14

GTLS

CHART INDS INC

0.00%

Shares31

Event2026-03-31

Filed2026-04-14

BLW

BLACKROCK LTD DURATION INCOM

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

HAL

HALLIBURTON CO

0.00%

Shares160

Event2026-03-31

Filed2026-04-14

AMG

AFFILIATED MANAGERS GROUP

0.00%

Shares22

Event2026-03-31

Filed2026-04-14

MUR

MURPHY OIL CORP

0.00%

Shares146

Event2026-03-31

Filed2026-04-14

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares184

Event2026-03-31

Filed2026-04-14

BALL

BALL CORP

0.00%

Shares100

Event2026-03-31

Filed2026-04-14

ARW

ARROW ELECTRS INC

0.00%

Shares41

Event2026-03-31

Filed2026-04-14

BLOK

AMPLIFY ETF TR

0.00%

Shares118

Event2026-03-31

Filed2026-04-14

SUPER MICRO COMPUTER INC

-39.02%

Shares250

Event2026-03-31

Filed2026-04-14

BEP

BROOKFIELD RENEWABLE ENERGY

0.00%

Shares174

Event2026-03-31

Filed2026-04-14

EPR

EPR PPTYS

0.00%

Shares111

Event2026-03-31

Filed2026-04-14

CIEN

CIENA CORP

0.00%

Shares14

Event2026-03-31

Filed2026-04-14

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares7

Event2026-03-31

Filed2026-04-14

BWMN

BOWMAN CONSULTING GROUP LTD

-3.06%

Shares190

Event2026-03-31

Filed2026-04-14

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares9

Event2026-03-31

Filed2026-04-14

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares15

Event2026-03-31

Filed2026-04-14

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares189

Event2026-03-31

Filed2026-04-14

APA CORPORATION

0.00%

Shares123

Event2026-03-31

Filed2026-04-14

FORD MTR CO

0.22%

Shares452

Event2026-03-31

Filed2026-04-14

PUMP

PROPETRO HLDG CORP

0.00%

Shares362

Event2026-03-31

Filed2026-04-14

VIAV

VIAVI SOLUTIONS INC

0.00%

Shares154

Event2026-03-31

Filed2026-04-14

VFC

V F CORP

0.00%

Shares300

Event2026-03-31

Filed2026-04-14

CASY

CASEYS GEN STORES INC

0.00%

Shares7

Event2026-03-31

Filed2026-04-14

SDIV

GLOBAL X FDS

New

Shares200

Event2026-03-31

Filed2026-04-14

DOC

HEALTHPEAK PROPERTIES INC

New

Shares300

Event2026-03-31

Filed2026-04-14

PARR

PAR PAC HOLDINGS INC

0.00%

Shares78

Event2026-03-31

Filed2026-04-14

ROST

ROSS STORES INC

0.00%

Shares22

Event2026-03-31

Filed2026-04-14

HCA

HCA HEALTHCARE INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares65

Event2026-03-31

Filed2026-04-14

PLD

PROLOGIS INC.

0.00%

Shares35

Event2026-03-31

Filed2026-04-14

CAH

CARDINAL HEALTH INC

0.00%

Shares21

Event2026-03-31

Filed2026-04-14

KTB

KONTOOR BRANDS INC

0.00%

Shares63

Event2026-03-31

Filed2026-04-14

TCBI

TEXAS CAP BANCSHARES INC

0.00%

Shares45

Event2026-03-31

Filed2026-04-14

SMH

VANECK ETF TRUST

0.00%

Shares11

Event2026-03-31

Filed2026-04-14

BLUEROCK PVT REAL ESTATE FD

0.00%

Shares253

Event2026-03-31

Filed2026-04-14

EVR

EVERCORE INC

0.00%

Shares14

Event2026-03-31

Filed2026-04-14

VRSK

VERISK ANALYTICS INC

0.00%

Shares22

Event2026-03-31

Filed2026-04-14

WMB

WILLIAMS COS INC

0.00%

Shares57

Event2026-03-31

Filed2026-04-14

STLD

STEEL DYNAMICS INC

0.00%

Shares23

Event2026-03-31

Filed2026-04-14

AVES

AMERICAN CENTY ETF TR

0.00%

Shares69

Event2026-03-31

Filed2026-04-14

CITIGROUP INC

0.00%

Shares35

Event2026-03-31

Filed2026-04-14

MATX

MATSON INC

0.00%

Shares24

Event2026-03-31

Filed2026-04-14

IDXX

IDEXX LABS INC

0.00%

Shares7

Event2026-03-31

Filed2026-04-14

GPC

GENUINE PARTS CO

0.00%

Shares36

Event2026-03-31

Filed2026-04-14

FLR

FLUOR CORP

0.00%

Shares80

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

0.00%

Shares36

Event2026-03-31

Filed2026-04-14

NNN

NNN REIT INC

0.00%

Shares87

Event2026-03-31

Filed2026-04-14

CTVA

CORTEVA INC

-25.86%

Shares43

Event2026-03-31

Filed2026-04-14

FRANKLIN XRP TRUST

New

Shares239

Event2026-03-31

Filed2026-04-14

PNR

PENTAIR PLC

0.00%

Shares39

Event2026-03-31

Filed2026-04-14

AZO

AUTOZONE INC

0.00%

Shares1

Event2026-03-31

Filed2026-04-14

LYV

LIVE NATION ENTERTAINMENT IN

0.00%

Shares22

Event2026-03-31

Filed2026-04-14

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares47

Event2026-03-31

Filed2026-04-14

ILMN

ILLUMINA INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-14

SUSA

ISHARES TR

0.00%

Shares25

Event2026-03-31

Filed2026-04-14

YUM

YUM BRANDS INC

0.00%

Shares21

Event2026-03-31

Filed2026-04-14

INTERNATIONAL PAPER CO

0.00%

Shares90

Event2026-03-31

Filed2026-04-14

BYD

BOYD GAMING CORP

0.00%

Shares39

Event2026-03-31

Filed2026-04-14

VMI

VALMONT INDS INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-14

NMAX

NEWSMAX INC

0.00%

Shares600

Event2026-03-31

Filed2026-04-14

WAT

WATERS CORP

New

Shares10

Event2026-03-31

Filed2026-04-14

JSMD

JANUS DETROIT STR TR

0.00%

Shares37

Event2026-03-31

Filed2026-04-14

SNA

SNAP ON INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-14

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares8

Event2026-03-31

Filed2026-04-14

RKT

ROCKET COS INC

-50.00%

Shares200

Event2026-03-31

Filed2026-04-14

GLOBE LIFE INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-14

GENERAL DYNAMICS CORP

0.00%

Shares8

Event2026-03-31

Filed2026-04-14

STIFEL FINL CORP

48.00%

Shares37

Event2026-03-31

Filed2026-04-14

VMC

VULCAN MATLS CO

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares53

Event2026-03-31

Filed2026-04-14

NBIS

NEBIUS GROUP N.V.

0.00%

Shares25

Event2026-03-31

Filed2026-04-14

DFIN

DONNELLEY FINL SOLUTIONS INC

0.00%

Shares55

Event2026-03-31

Filed2026-04-14

LSTR

LANDSTAR SYS INC

0.00%

Shares16

Event2026-03-31

Filed2026-04-14

URBN

URBAN OUTFITTERS INC

0.00%

Shares39

Event2026-03-31

Filed2026-04-14

CAL

CALERES INC

0.00%

Shares233

Event2026-03-31

Filed2026-04-14

TDG

TRANSDIGM GROUP INC

0.00%

Shares2

Event2026-03-31

Filed2026-04-14

ENERGY TRANSFER L P

0.00%

Shares116

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

New

Shares50

Event2026-03-31

Filed2026-04-14

FSLY

FASTLY INC

0.00%

Shares75

Event2026-03-31

Filed2026-04-14

SMR

NUSCALE PWR CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-14

SOLSTICE ADVANCED MATLS INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-14

IQV

IQVIA HLDGS INC

0.00%

Shares12

Event2026-03-31

Filed2026-04-14

AIG

AMERICAN INTL GROUP INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-14

XPO

XPO INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

AKR

ACADIA RLTY TR

0.00%

Shares97

Event2026-03-31

Filed2026-04-14

CTRA

COTERRA ENERGY INC

0.00%

Shares49

Event2026-03-31

Filed2026-04-14

BROOKFIELD RENEWABLE CORP

0.00%

Shares43

Event2026-03-31

Filed2026-04-14

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares41

Event2026-03-31

Filed2026-04-14

DHI

D R HORTON INC

0.00%

Shares12

Event2026-03-31

Filed2026-04-14

INSM

INSMED INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

NOK

NOKIA CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-14

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-14

POOL

POOL CORP

0.00%

Shares7

Event2026-03-31

Filed2026-04-14

CHIPMOS TECHNOLOGIES INC

0.00%

Shares39

Event2026-03-31

Filed2026-04-14

FIX

COMFORT SYS USA INC

-50.00%

Shares1

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares4

Event2026-03-31

Filed2026-04-14

ASML

ASML HLDG NV

New

Shares1

Event2026-03-31

Filed2026-04-14

AENT

ALLIANCE ENTERTAINMENT HOLDI

0.00%

Shares200

Event2026-03-31

Filed2026-04-14

BHF

BRIGHTHOUSE FINL INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-14

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares38

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

0.00%

Shares14

Event2026-03-31

Filed2026-04-14

AUR

AURORA INNOVATION INC

0.00%

Shares250

Event2026-03-31

Filed2026-04-14

ON SEMICONDUCTOR CORP

New

Shares16

Event2026-03-31

Filed2026-04-14

VERSANT MEDIA GROUP INC

New

Shares26

Event2026-03-31

Filed2026-04-14

WESTERN UN CO

0.00%

Shares100

Event2026-03-31

Filed2026-04-14

MRAM

EVERSPIN TECHNOLOGIES INC

New

Shares98

Event2026-03-31

Filed2026-04-14

IGV

ISHARES TR

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

NAVI

NAVIENT CORPORATION

0.00%

Shares78

Event2026-03-31

Filed2026-04-14

DOW

DOW HLDGS INC

-30.00%

Shares14

Event2026-03-31

Filed2026-04-14

RUM

RUMBLE INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-14

SIRIUSXM HOLDINGS INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-14

OGN

ORGANON & CO

0.00%

Shares62

Event2026-03-31

Filed2026-04-14

PRSU

PURSUIT ATTRACTIONS AND HOSP

0.00%

Shares10

Event2026-03-31

Filed2026-04-14

SLVM

SYLVAMO CORP

0.00%

Shares8

Event2026-03-31

Filed2026-04-14

BBBY

BED BATH & BEYOND INC

0.00%

Shares64

Event2026-03-31

Filed2026-04-14

KYNDRYL HLDGS INC

0.00%

Shares20

Event2026-03-31

Filed2026-04-14

ALL

ALLSTATE CORP

0.00%

Shares1

Event2026-03-31

Filed2026-04-14

Call Option Holdings

AAPL Call CallAPPLE INC300 shares50.00%2026-03-312026-04-14

NVDA Call CallNVIDIA CORPORATION100 sharesnew addition2026-03-312026-04-14

BAC Call CallBANK AMERICA CORP100 sharesnew addition2026-03-312026-04-14

AAPL Call

APPLE INC

50.00%

Shares300

Event2026-03-31

Filed2026-04-14

NVDA Call

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-04-14

BAC Call

BANK AMERICA CORP

New

Shares100

Event2026-03-31

Filed2026-04-14

Put Option Holdings

No put option holdings data available