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The Analysis of MONETA GROUP INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, MONETA GROUP INVESTMENT ADVISORS LLC holds 800 types of securities in its portfolio with a total value $13.3B. In the most recent quarter, they have increased their positions in VO (+7.6M shares, valued at $544.9M), VUG (+7.1M shares, valued at $517.9M), IWF (+840.2K shares, valued at $89.6M); decreased their positions in ADM (-458.7K shares, valued at $33.3M), N/A (-29.8K shares, valued at $17.8M), IEMG (-106.7K shares, valued at $7.4M); initiated new positions in DT (+56.0K shares, valued at $2.1M), DFAR (+74.3K shares, valued at $1.8M), N/A (+33.4K shares, valued at $927.4K).

1M P&L

+78.3M+0.65%

3M P&L

-5.2B-30.18%

HY P&L

-4.4B-26.77%

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/A9.6B

87.4%

2Consumer Electronics190.6M

1.7%

3Farm Products186.1M

1.7%

Top Industries by Stock Count

1N/A333 stocks

45.1%

2Software - Application24 stocks

3.2%

3Software - Infrastructure17 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0M shares-0.98%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR37.4M shares4.29%2026-03-312026-05-12

VO VANGUARD INDEX FDS9.9M shares321.94%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS10.9M shares-0.97%2026-03-312026-05-12

VTV VANGUARD INDEX FDS3.4M shares2.86%2026-03-312026-05-12

VUG VANGUARD INDEX FDS8.5M shares518.92%2026-03-312026-05-12

VV VANGUARD INDEX FDS1.4M shares4.17%2026-03-312026-05-12

IEMG ISHARES INC5.6M shares-1.88%2026-03-312026-05-12

Sponsored

IVV ISHARES TR550.9K shares1.89%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR11.3M shares5.61%2026-03-312026-05-12

IEFA ISHARES TR2.7M shares6.30%2026-03-312026-05-12

ADM ARCHER DANIELS MIDLAND CO2.8M shares-14.17%2026-03-312026-05-12

VOE VANGUARD INDEX FDS1.1M shares6.57%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR6.4M shares12.29%2026-03-312026-05-12

VOT VANGUARD INDEX FDS717.5K shares6.69%2026-03-312026-05-12

IJR ISHARES TR1.5M shares-0.19%2026-03-312026-05-12

Sponsored

AAPL APPLE INC709.3K shares1.15%2026-03-312026-05-12

VTI VANGUARD INDEX FDS529.5K shares0.42%2026-03-312026-05-12

VBK VANGUARD INDEX FDS536.2K shares5.79%2026-03-312026-05-12

BIL SPDR SERIES TRUST1.7M shares12.35%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR5.1M shares7.29%2026-03-312026-05-12

IVW ISHARES TR1.3M shares1.25%2026-03-312026-05-12

VB VANGUARD INDEX FDS509.8K shares0.59%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T182.6K shares4.29%2026-03-312026-05-12

Sponsored

IWF ISHARES TR1.1M shares328.30%2026-03-312026-05-12

IJH ISHARES TR1.7M shares0.15%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR4.6M shares0.34%2026-03-312026-05-12

VBR VANGUARD INDEX FDS495.3K shares5.68%2026-03-312026-05-12

IVE ISHARES TR370.6K shares1.87%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL159.0K shares4.82%2026-03-312026-05-12

IWD ISHARES TR354.9K shares7.75%2026-03-312026-05-12

MSFT MICROSOFT CORP192.1K shares0.83%2026-03-312026-05-12

Sponsored

IGF ISHARES TR1.0M shares3.29%2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR1.9M shares1.14%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP283.0K shares-4.83%2026-03-312026-05-12

VXUS VANGUARD STAR FDS775.7K shares6.32%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR2.0M shares3.60%2026-03-312026-05-12

IWM ISHARES TR237.1K shares3.40%2026-03-312026-05-12

AMID EA SERIES TRUST1.8M shares-0.31%2026-03-312026-05-12

NVDA NVIDIA CORPORATION322.2K shares-3.23%2026-03-312026-05-12

Sponsored

VEU VANGUARD INTL EQUITY INDEX F735.3K shares-1.53%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS332.9K shares1.67%2026-03-312026-05-12

EFG ISHARES TR440.6K shares-7.98%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F826.8K shares2.94%2026-03-312026-05-12

ALPHABET INC ALPHABET INC150.1K shares1.67%2026-03-312026-05-12

SDY SPDR SERIES TRUST280.5K shares-1.30%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST897.1K shares-1.35%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS453.0K shares3.80%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC187.6K shares3.58%2026-03-312026-05-12

SCZ ISHARES TR469.2K shares4.99%2026-03-312026-05-12

EFA ISHARES TR366.3K shares-2.46%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL49 shares0.00%2026-03-312026-05-12

IJT ISHARES TR232.6K shares2.28%2026-03-312026-05-12

IWP ISHARES TR256.6K shares5.32%2026-03-312026-05-12

ABIG EA SERIES TRUST1.1M shares15.57%2026-03-312026-05-12

SPYM SPDR SERIES TRUST422.6K shares-1.40%2026-03-312026-05-12

Sponsored

INVESCO QQQ TR INVESCO QQQ TR55.4K shares10.63%2026-03-312026-05-12

ALPHABET INC ALPHABET INC104.6K shares1.88%2026-03-312026-05-12

VIOO VANGUARD ADMIRAL FDS INC259.0K shares36.25%2026-03-312026-05-12

IWB ISHARES TR77.0K shares-0.48%2026-03-312026-05-12

IVOG VANGUARD ADMIRAL FDS INC215.5K shares24.82%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR865.4K shares3.18%2026-03-312026-05-12

ET ENERGY TRANSFER L P1.4M shares0.50%2026-03-312026-05-12

IWS ISHARES TR177.5K shares-0.41%2026-03-312026-05-12

Sponsored

IWO ISHARES TR79.9K shares-3.38%2026-03-312026-05-12

XOM EXXON MOBIL CORP147.6K shares-11.51%2026-03-312026-05-12

PULS PGIM ETF TR490.1K shares64.42%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR1.1M shares0.46%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO74.8K shares0.63%2026-03-312026-05-12

SPAB SPDR SERIES TRUST850.2K shares3.03%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F155.0K shares-0.18%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST627.1K shares-0.43%2026-03-312026-05-12

Sponsored

IJS ISHARES TR174.7K shares5.69%2026-03-312026-05-12

DFIC DIMENSIONAL ETF TRUST574.0K shares-0.87%2026-03-312026-05-12

SPYG SPDR SERIES TRUST206.3K shares7.77%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST364.9K shares2.12%2026-03-312026-05-12

EMR EMERSON ELEC CO146.7K shares1.65%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR797.8K shares2.14%2026-03-312026-05-12

IVOO VANGUARD ADMIRAL FDS INC158.6K shares54.47%2026-03-312026-05-12

WMT WALMART INC142.9K shares-1.02%2026-03-312026-05-12

Sponsored

META META PLATFORMS INC30.2K shares2.62%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON68.0K shares2.06%2026-03-312026-05-12

BROADCOM INC BROADCOM INC53.1K shares5.55%2026-03-312026-05-12

AEE AMEREN CORP148.5K shares1.58%2026-03-312026-05-12

DFGP DIMENSIONAL ETF TRUST298.3K shares19.95%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST411.3K shares8.68%2026-03-312026-05-12

EFV ISHARES TR214.0K shares7.89%2026-03-312026-05-12

EA SERIES TRUST EA SERIES TRUST566.1K shares20.45%2026-03-312026-05-12

Sponsored

DVY ISHARES TR104.1K shares-0.52%2026-03-312026-05-12

AGG ISHARES TR153.9K shares5.80%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS70.8K shares5.71%2026-03-312026-05-12

QLTY GMO ETF TRUST420.9K shares230.74%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC157.7K shares-0.73%2026-03-312026-05-12

TSLA TESLA INC38.7K shares1.31%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF369.6K shares9.70%2026-03-312026-05-12

PG PROCTER & GAMBLE CO95.1K shares-12.32%2026-03-312026-05-12

Sponsored

IWN ISHARES TR71.5K shares-1.09%2026-03-312026-05-12

IJJ ISHARES TR102.2K shares-2.30%2026-03-312026-05-12

LLY ELI LILLY & CO14.7K shares-1.28%2026-03-312026-05-12

EEM ISHARES TR235.2K shares-0.61%2026-03-312026-05-12

IJK ISHARES TR132.2K shares1.96%2026-03-312026-05-12

CLOI VANECK ETF TRUST251.8K shares9.49%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION12.8K shares-0.07%2026-03-312026-05-12

V VISA INC40.9K shares3.34%2026-03-312026-05-12

Sponsored

CBSH COMMERCE BANCSHARES INC249.2K shares82.18%2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST333.2K shares1.73%2026-03-312026-05-12

SPMD SPDR SERIES TRUST204.6K shares-2.28%2026-03-312026-05-12

AME AMETEK INC52.5K shares-0.40%2026-03-312026-05-12

XMMO INVESCO EXCHANGE TRADED FD T77.1K shares-0.18%2026-03-312026-05-12

IWR ISHARES TR111.9K shares2.22%2026-03-312026-05-12

BAC BANK AMERICA CORP215.2K shares-0.39%2026-03-312026-05-12

URI UNITED RENTALS INC13.7K shares-2.80%2026-03-312026-05-12

Sponsored

SCHB SCHWAB STRATEGIC TR389.3K shares0.51%2026-03-312026-05-12

CVX CHEVRON CORPORATION46.9K shares-3.78%2026-03-312026-05-12

IEF ISHARES TR99.5K shares5.17%2026-03-312026-05-12

VGT VANGUARD WORLD FD108.5K shares683.38%2026-03-312026-05-12

ABBV ABBVIE INC41.2K shares-3.22%2026-03-312026-05-12

CAT CATERPILLAR INC11.6K shares6.23%2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND17.7K shares25.12%2026-03-312026-05-12

MCD MCDONALDS CORP26.1K shares-2.57%2026-03-312026-05-12

Sponsored

EFX EQUIFAX INC44.5K shares-2.45%2026-03-312026-05-12

MGC VANGUARD WORLD FD33.5K shares-2.43%2026-03-312026-05-12

SCHC SCHWAB STRATEGIC TR166.1K shares-4.92%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC78.5K shares-0.97%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC21.3K shares123.59%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC63.1K shares14.63%2026-03-312026-05-12

BOND PIMCO ETF TR81.7K shares5.14%2026-03-312026-05-12

VCLT VANGUARD SCOTTSDALE FDS100.3K shares5.16%2026-03-312026-05-12

Sponsored

JAAA JANUS DETROIT STR TR144.5K shares29.45%2026-03-312026-05-12

HD HOME DEPOT INC22.0K shares1.37%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC49.4K shares6.66%2026-03-312026-05-12

DFSV DIMENSIONAL ETF TRUST203.4K shares4.53%2026-03-312026-05-12

KO COCA COLA CO92.3K shares-17.48%2026-03-312026-05-12

FICO FAIR ISAAC CORP6.5K shares-0.17%2026-03-312026-05-12

BA BOEING CO34.6K shares4.83%2026-03-312026-05-12

ICF ISHARES TR111.2K shares3.72%2026-03-312026-05-12

Sponsored

EPD ENTERPRISE PRODS PARTNERS L181.8K shares0.38%2026-03-312026-05-12

JBND J P MORGAN EXCHANGE TRADED F127.9K shares3.30%2026-03-312026-05-12

ESGD ISHARES TR71.1K shares7.71%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS27.9K shares0.28%2026-03-312026-05-12

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO125.2K shares-0.51%2026-03-312026-05-12

PEP PEPSICO INC40.8K shares-14.94%2026-03-312026-05-12

TORTOISE CAPITAL SERIES TRUS TORTOISE CAPITAL SERIES TRUS225.0K shares-14.74%2026-03-312026-05-12

VOOV VANGUARD ADMIRAL FDS INC30.6K shares0.78%2026-03-312026-05-12

Sponsored

ESE ESCO TECHNOLOGIES INC22.0K shares-2.22%2026-03-312026-05-12

MA MASTERCARD INCORPORATED12.4K shares-0.85%2026-03-312026-05-12

ALB ALBEMARLE CORP33.7K shares-12.98%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC22.4K shares4.83%2026-03-312026-05-12

ORCL ORACLE CORP41.1K shares2.32%2026-03-312026-05-12

MGK VANGUARD WORLD FD81.1K shares401.20%2026-03-312026-05-12

QEFA SPDR INDEX SHS FDS63.8K shares-1.20%2026-03-312026-05-12

DHR DANAHER CORP DEL31.2K shares3.09%2026-03-312026-05-12

Sponsored

COWZ PACER FDS TR93.7K shares10.33%2026-03-312026-05-12

GLD SPDR GOLD TR13.3K shares9.72%2026-03-312026-05-12

DFEV DIMENSIONAL ETF TRUST158.4K shares-2.45%2026-03-312026-05-12

EFSC ENTERPRISE FINL SVCS CORP104.2K shares9.02%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS71.0K shares-3.84%2026-03-312026-05-12

OEF ISHARES TR17.4K shares0.12%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC109.8K shares-4.61%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS50.1K shares10.08%2026-03-312026-05-12

Sponsored

BN BROOKFIELD CORP131.9K shares-0.26%2026-03-312026-05-12

UNP UNION PAC CORP21.9K shares0.36%2026-03-312026-05-12

VXF VANGUARD INDEX FDS25.8K shares-7.60%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR106.6K shares35.76%2026-03-312026-05-12

AMGN AMGEN INC14.6K shares-4.04%2026-03-312026-05-12

VIOG VANGUARD ADMIRAL FDS INC41.2K shares-12.22%2026-03-312026-05-12

NFLX NETFLIX INC.53.1K shares-4.86%2026-03-312026-05-12

JMUB J P MORGAN EXCHANGE TRADED F101.8K shares4.34%2026-03-312026-05-12

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WMB WILLIAMS COS INC67.8K shares-0.43%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 407.9K shares17.88%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC29.4K shares31.68%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC18.0K shares-0.43%2026-03-312026-05-12

ABT ABBOTT LABORATORIES45.7K shares0.07%2026-03-312026-05-12

ITOT ISHARES TR32.5K shares0.00%2026-03-312026-05-12

PFE PFIZER INC164.6K shares-14.43%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC9.3K shares-1.08%2026-03-312026-05-12

Sponsored

GDX VANECK ETF TRUST49.6K shares-17.24%2026-03-312026-05-12

TRGP TARGA RES CORP18.0K shares0.09%2026-03-312026-05-12

PZA INVESCO EXCH TRADED FD TR II195.8K shares4.54%2026-03-312026-05-12

CSCO CISCO SYS INC56.5K shares-1.64%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST89.4K shares5.94%2026-03-312026-05-12

EBI RBB FUND TRUST73.6K shares21.73%2026-03-312026-05-12

GEV GE VERNOVA INC4.8K shares-20.62%2026-03-312026-05-12

SLYG SPDR SERIES TRUST43.3K shares-0.19%2026-03-312026-05-12

Sponsored

GE AEROSPACE GE AEROSPACE14.7K shares-24.25%2026-03-312026-05-12

NEE NEXTERA ENERGY INC44.9K shares-6.16%2026-03-312026-05-12

IXUS ISHARES TR47.8K shares-4.72%2026-03-312026-05-12

ITA ISHARES TR18.8K shares13.60%2026-03-312026-05-12

USB US BANCORP77.4K shares-2.85%2026-03-312026-05-12

IREN IREN LIMITED117.0K shares-0.35%2026-03-312026-05-12

RTX RTX CORPORATION20.6K shares-19.74%2026-03-312026-05-12

EMXC ISHARES INC50.4K shares-22.92%2026-03-312026-05-12

Sponsored

CB CHUBB LTD SWITZ12.0K shares1.17%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS50.1K shares-9.45%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC4.5K shares-1.80%2026-03-312026-05-12

MPLX MPLX LP66.6K shares-0.01%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.8K shares-10.79%2026-03-312026-05-12

EVRG EVERGY INC45.6K shares0.17%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC21.2K shares-3.70%2026-03-312026-05-12

OKE ONEOK INC NEW40.7K shares-1.01%2026-03-312026-05-12

Sponsored

CIFR CIPHER DIGITAL INC282.6K shares5.60%2026-03-312026-05-12

APH AMPHENOL CORP28.6K shares1.41%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP6.0K shares-1.40%2026-03-312026-05-12

QLTI GMO ETF TRUST142.3K shares210.00%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST55.0K shares1.05%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP35.6K shares0.76%2026-03-312026-05-12

WFC WELLS FARGO & CO42.0K shares-9.94%2026-03-312026-05-12

QCOM QUALCOMM INC25.2K shares7.29%2026-03-312026-05-12

Sponsored

DBEF DBX ETF TR65.4K shares28.38%2026-03-312026-05-12

ACWI ISHARES TR23.3K shares0.84%2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS68.7K shares-5.45%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR24.1K shares3.33%2026-03-312026-05-12

KR KROGER CO44.0K shares-7.25%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP11.9K shares-2.32%2026-03-312026-05-12

TJX TJX COS INC NEW19.8K shares0.38%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T66.2K shares0.52%2026-03-312026-05-12

Sponsored

SF STIFEL FINL CORP41.7K shares50.68%2026-03-312026-05-12

PPG PPG INDS INC28.7K shares-1.96%2026-03-312026-05-12

DE DEERE & CO5.4K shares2.47%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS40.8K shares9.43%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS31.8K shares-20.52%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC8.8K shares6.09%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST41.2K shares-2.39%2026-03-312026-05-12

SLYV SPDR SERIES TRUST31.0K shares-4.21%2026-03-312026-05-12

Sponsored

DFUS DIMENSIONAL ETF TRUST40.9K shares0.02%2026-03-312026-05-12

MO ALTRIA GROUP INC43.9K shares20.95%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC42.6K shares520.72%2026-03-312026-05-12

SGOV ISHARES TR28.8K shares212.67%2026-03-312026-05-12

CELESTICA INC CELESTICA INC10.2K shares5.67%2026-03-312026-05-12

DIS DISNEY WALT CO29.6K shares5.75%2026-03-312026-05-12

ESGU ISHARES TR19.9K shares2.55%2026-03-312026-05-12

IDXX IDEXX LABS INC4.9K shares0.98%2026-03-312026-05-12

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VTEB VANGUARD MUN BD FDS55.3K shares4.49%2026-03-312026-05-12

LOW LOWES COS INC11.6K shares-4.32%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO9.1K shares-0.79%2026-03-312026-05-12

DGRO ISHARES TR38.6K shares18.59%2026-03-312026-05-12

CNC CENTENE CORP DEL80.5K shares-11.87%2026-03-312026-05-12

FMBH FIRST MID BANCSHARES INC63.3K shares0.00%2026-03-312026-05-12

VIOV VANGUARD ADMIRAL FDS INC25.3K shares-12.78%2026-03-312026-05-12

AMAT APPLIED MATLS INC7.5K shares-1.51%2026-03-312026-05-12

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ISHARES GOLD TR ISHARES GOLD TR29.0K shares-14.49%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN12.6K shares-2.59%2026-03-312026-05-12

ESGE ISHARES INC55.8K shares-0.94%2026-03-312026-05-12

ADBE ADOBE INC10.3K shares-1.34%2026-03-312026-05-12

MUB ISHARES TR23.4K shares-1.64%2026-03-312026-05-12

VOTE TCW ETF TRUST32.5K shares1.12%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.5K shares-3.15%2026-03-312026-05-12

ONEQ FIDELITY COMWLTH TR29.0K shares6.56%2026-03-312026-05-12

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ROK ROCKWELL AUTOMATION INC6.7K shares2.82%2026-03-312026-05-12

USHY ISHARES TR64.3K shares-3.46%2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST67.2K shares4.82%2026-03-312026-05-12

T AT&T INC79.5K shares-11.88%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST58.2K shares-13.15%2026-03-312026-05-12

TXN TEXAS INSTRS INC11.6K shares-12.27%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR45.6K shares22.05%2026-03-312026-05-12

MGV VANGUARD WORLD FD15.5K shares0.34%2026-03-312026-05-12

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AZO AUTOZONE INC649 shares-4.14%2026-03-312026-05-12

HON HONEYWELL INTL INC9.7K shares-0.24%2026-03-312026-05-12

VFH VANGUARD WORLD FD18.0K shares-2.78%2026-03-312026-05-12

GCOW PACER FDS TR46.5K shares-2.25%2026-03-312026-05-12

APP APPLOVIN CORP5.3K shares4.69%2026-03-312026-05-12

ENB ENBRIDGE INC39.0K shares-1.69%2026-03-312026-05-12

DT DYNATRACE INC56.0K sharesnew addition2026-03-312026-05-12

SYK STRYKER CORPORATION6.2K shares-1.46%2026-03-312026-05-12

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IDV ISHARES TR47.7K shares-3.38%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC10.0K shares5.63%2026-03-312026-05-12

ADI ANALOG DEVICES INC6.3K shares7.43%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC34.5K shares26.22%2026-03-312026-05-12

PGR PROGRESSIVE CORP10.0K shares0.24%2026-03-312026-05-12

HDV ISHARES TR72.6K shares351.54%2026-03-312026-05-12

CALF PACER FDS TR42.7K shares-26.83%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR13.1K shares33.98%2026-03-312026-05-12

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BSVO EA SERIES TRUST75.3K shares-1.01%2026-03-312026-05-12

EAGG ISHARES TR39.5K shares-1.06%2026-03-312026-05-12

IVOV VANGUARD ADMIRAL FDS INC18.3K shares11.53%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO30.5K shares-0.02%2026-03-312026-05-12

KLAC KLA CORP1.2K shares3.49%2026-03-312026-05-12

CRM SALESFORCE INC9.6K shares7.41%2026-03-312026-05-12

IUSG ISHARES TR11.5K shares1.72%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS38.7K shares-0.97%2026-03-312026-05-12

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MS MORGAN STANLEY10.7K shares0.61%2026-03-312026-05-12

DFAR DIMENSIONAL ETF TRUST74.3K sharesnew addition2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC15.4K shares10.33%2026-03-312026-05-12

GLW CORNING INC12.7K shares9.43%2026-03-312026-05-12

BUSE FIRST BUSEY CORP68.1K shares0.41%2026-03-312026-05-12

RGA REINSURANCE GROUP AMER INC8.4K shares5.68%2026-03-312026-05-12

ASML ASML HLDG NV1.3K shares-1.37%2026-03-312026-05-12

MPC MARATHON PETE CORP7.0K shares11.14%2026-03-312026-05-12

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PAVE GLOBAL X FDS33.5K shares-6.66%2026-03-312026-05-12

HCA HCA HEALTHCARE INC3.6K shares1.83%2026-03-312026-05-12

IYW ISHARES TR9.3K shares7.35%2026-03-312026-05-12

SMH VANECK ETF TRUST4.4K shares1.68%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC1.7K shares-2.34%2026-03-312026-05-12

HWBK HAWTHORN BANCSHARES INC48.7K shares0.39%2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.1K shares23.34%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC10.0K shares7.96%2026-03-312026-05-12

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BLACKSTONE INC BLACKSTONE INC13.8K shares-3.14%2026-03-312026-05-12

COP CONOCOPHILLIPS12.0K shares1.94%2026-03-312026-05-12

VDE VANGUARD WORLD FD9.0K shares0.13%2026-03-312026-05-12

ESML ISHARES TR33.2K shares6.61%2026-03-312026-05-12

VDC VANGUARD WORLD FD6.9K shares-1.24%2026-03-312026-05-12

IWV ISHARES TR4.2K shares-7.61%2026-03-312026-05-12

INTC INTEL CORP34.9K shares-0.98%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC8.5K shares1.45%2026-03-312026-05-12

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USRT ISHARES TR25.1K shares-2.55%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATI3.1K shares45.70%2026-03-312026-05-12

QUAL ISHARES TR7.6K shares11.68%2026-03-312026-05-12

ACWX ISHARES TR21.1K shares0.00%2026-03-312026-05-12

PRI PRIMERICA INC5.7K shares-1.73%2026-03-312026-05-12

WM WASTE MGMT INC DEL6.2K shares-0.72%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC4.2K shares4.67%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F25.0K shares33.19%2026-03-312026-05-12

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CNP CENTERPOINT ENERGY INC32.8K shares-2.96%2026-03-312026-05-12

GILD GILEAD SCIENCES INC10.0K shares-1.82%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR12.8K shares1.31%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP22.2K shares0.24%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP2.0K shares1.54%2026-03-312026-05-12

TGT TARGET CORP11.5K shares-12.82%2026-03-312026-05-12

CASS CASS INFORMATION SYS INC31.5K shares-13.09%2026-03-312026-05-12

BOXX EA SERIES TRUST11.8K shares-21.44%2026-03-312026-05-12

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AG FIRST MAJESTIC SILVER CORP63.2K shares40.64%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP4.7K shares15.61%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC3.2K shares-7.12%2026-03-312026-05-12

FBTC FIDELITY WISE ORIGIN BITCOIN22.4K shares26.24%2026-03-312026-05-12

AMT AMERICAN TOWER CORP7.6K shares0.46%2026-03-312026-05-12

PSX PHILLIPS 667.2K shares-29.17%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.2K shares1.53%2026-03-312026-05-12

NOW SERVICENOW INC12.3K shares6.23%2026-03-312026-05-12

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SPH SUBURBAN PROPANE PARTNERS L65.0K shares-1.06%2026-03-312026-05-12

PAAS PAN AMERN SILVER CORP23.3K shares10.57%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC3.2K shares-13.76%2026-03-312026-05-12

DES WISDOMTREE TR35.1K shares-2.01%2026-03-312026-05-12

SBUX STARBUCKS CORP13.9K shares15.80%2026-03-312026-05-12

CAH CARDINAL HEALTH INC5.9K shares-0.02%2026-03-312026-05-12

UNFI UNITED NAT FOODS INC27.4K shares1.58%2026-03-312026-05-12

CSX CSX CORP29.8K shares7.69%2026-03-312026-05-12

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.3K shares7.89%2026-03-312026-05-12

AOR ISHARES TR18.8K shares7.75%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO14.2K shares-8.49%2026-03-312026-05-12

INTU INTUIT2.7K shares4.68%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC7.0K shares3432.49%2026-03-312026-05-12

IDEV ISHARES TR13.7K shares0.31%2026-03-312026-05-12

NOBL PROSHARES TR10.8K shares-2.84%2026-03-312026-05-12

SPYV SPDR SERIES TRUST20.1K shares14.96%2026-03-312026-05-12

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ROCKET LAB CORP ROCKET LAB CORP17.7K shares-0.05%2026-03-312026-05-12

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD25.6K shares-0.09%2026-03-312026-05-12

WINN HARBOR ETF TRUST39.1K shares0.00%2026-03-312026-05-12

FDX FEDEX CORP3.0K shares6.50%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.1K shares2.28%2026-03-312026-05-12

WING WINGSTOP INC6.8K shares0.31%2026-03-312026-05-12

HIG HARTFORD INSURANCE GROUP INC7.8K shares-2.24%2026-03-312026-05-12

GSLC GOLDMAN SACHS ETF TR8.4K shares-0.15%2026-03-312026-05-12

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SHOP SHOPIFY INC8.8K shares-5.76%2026-03-312026-05-12

COKE COCA COLA CONS INC5.4K shares25.02%2026-03-312026-05-12

TG TREDEGAR CORP129.9K shares0.00%2026-03-312026-05-12

LINDE PLC LINDE PLC2.1K shares1.27%2026-03-312026-05-12

SOXX ISHARES TR3.1K shares2.87%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC14.2K shares-2.98%2026-03-312026-05-12

FTNT FORTINET INC12.4K shares-4.15%2026-03-312026-05-12

PWV INVESCO EXCHANGE TRADED FD T14.4K shares0.00%2026-03-312026-05-12

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BK BANK NEW YORK MELLON CORP8.5K shares1.27%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF18.9K shares-1.01%2026-03-312026-05-12

MCK MCKESSON CORP1.1K shares4.98%2026-03-312026-05-12

IUSV ISHARES TR9.6K shares-5.93%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC2.1K shares-7.64%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR15.9K shares14.49%2026-03-312026-05-12

SLV ISHARES SILVER TR14.2K shares-24.42%2026-03-312026-05-12

SUSA ISHARES TR7.3K shares0.38%2026-03-312026-05-12

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QQQM INVESCO EXCH TRADED FD TR II3.9K shares-1.97%2026-03-312026-05-12

NET CLOUDFLARE INC4.5K shares10.18%2026-03-312026-05-12

SILJ AMPLIFY ETF TR31.4K shares-36.42%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP5.1K shares14.07%2026-03-312026-05-12

EA SERIES TRUST EA SERIES TRUST33.4K sharesnew addition2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS9.2K shares-3.04%2026-03-312026-05-12

CTVA CORTEVA INC10.9K shares-9.99%2026-03-312026-05-12

EOG EOG RES INC6.2K shares-6.09%2026-03-312026-05-12

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EW EDWARDS LIFESCIENCES CORP11.2K shares-1.91%2026-03-312026-05-12

CDNS CADENCE DESIGN SYSTEM INC3.2K shares21.42%2026-03-312026-05-12

ESGV VANGUARD WORLD FD7.9K shares-2.73%2026-03-312026-05-12

PSA PUBLIC STORAGE OPER CO3.3K shares2.61%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO3.5K shares0.34%2026-03-312026-05-12

GOVT ISHARES TR38.4K shares290.67%2026-03-312026-05-12

SRE SEMPRA9.0K shares2.17%2026-03-312026-05-12

BFC BANK FIRST CORP6.5K shares0.00%2026-03-312026-05-12

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GRID FIRST TR EXCHANGE-TRADED FD5.3K shares4.26%2026-03-312026-05-12

USMV ISHARES TR9.4K shares0.48%2026-03-312026-05-12

JQUA J P MORGAN EXCHANGE TRADED F14.1K shares15.62%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC9.9K shares-6.19%2026-03-312026-05-12

TM TOYOTA MOTOR CORP4.1K shares-3.70%2026-03-312026-05-12

ITM VANECK ETF TRUST18.1K shares-2.12%2026-03-312026-05-12

IYH ISHARES TR13.5K shares-0.54%2026-03-312026-05-12

WDC WESTERN DIGITAL CORP3.1K shares18.12%2026-03-312026-05-12

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NKE NIKE INC15.5K shares-0.39%2026-03-312026-05-12

FERMI INC FERMI INC140.1K shares1117.65%2026-03-312026-05-12

SO SOUTHERN CO8.5K shares8.67%2026-03-312026-05-12

ACWV ISHARES INC6.8K shares0.00%2026-03-312026-05-12

PEN PENUMBRA INC2.5K shares88.53%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR29.0K shares3.50%2026-03-312026-05-12

IBB ISHARES TR4.8K shares7.68%2026-03-312026-05-12

AMP AMERIPRISE FINL INC1.8K shares-4.09%2026-03-312026-05-12

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AOA ISHARES TR9.0K shares31.18%2026-03-312026-05-12

FAST FASTENAL CO17.2K shares82.93%2026-03-312026-05-12

CHD CHURCH & DWIGHT CO INC8.6K shares-0.33%2026-03-312026-05-12

RF REGIONS FINANCIAL CORP NEW30.5K shares4.73%2026-03-312026-05-12

DHI D R HORTON INC5.8K shares-3.04%2026-03-312026-05-12

VTWG VANGUARD SCOTTSDALE FDS3.4K shares-2.55%2026-03-312026-05-12

MPWR MONOLITHIC PWR SYS INC719 shares-6.26%2026-03-312026-05-12

KMB KIMBERLY-CLARK CORP8.1K shares-3.44%2026-03-312026-05-12

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VSS VANGUARD INTL EQUITY INDEX F5.4K shares3.65%2026-03-312026-05-12

VIS VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-05-12

LAW CS DISCO INC203.9K shares0.00%2026-03-312026-05-12

IYR ISHARES TR8.1K shares-5.19%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN4.9K shares23.08%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR4.7K shares0.62%2026-03-312026-05-12

MMM 3M CO5.2K shares7.79%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares-1.56%2026-03-312026-05-12

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HLT HILTON WORLDWIDE HLDGS INC2.5K shares-4.50%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR18.4K shares-9.98%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL22.3K shares5.00%2026-03-312026-05-12

CM CANADIAN IMPERIAL BANK OF CO7.9K shares0.04%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST21.7K shares0.11%2026-03-312026-05-12

DGRW WISDOMTREE TR8.3K shares-10.28%2026-03-312026-05-12

CMI CUMMINS INC1.4K shares58.67%2026-03-312026-05-12

FCFS FIRSTCASH HOLDINGS INC3.9K shares-6.12%2026-03-312026-05-12

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YUM YUM BRANDS INC4.6K shares1.26%2026-03-312026-05-12

SPYX SPDR SERIES TRUST13.6K shares0.21%2026-03-312026-05-12

GM GENERAL MTRS CO9.5K shares4.58%2026-03-312026-05-12

RYAM RAYONIER ADVANCED MATLS INC63.6K sharesnew addition2026-03-312026-05-12

AON PLC AON PLC2.2K shares-8.79%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC6.1K shares-8.84%2026-03-312026-05-12

CMCSA COMCAST CORP NEW24.4K shares-9.12%2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP2.5K shares-1.71%2026-03-312026-05-12

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VTWV VANGUARD SCOTTSDALE FDS4.1K shares7.85%2026-03-312026-05-12

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D358 sharesnew addition2026-03-312026-05-12

DIVO AMPLIFY ETF TR15.0K shares-3.95%2026-03-312026-05-12

VNQI VANGUARD INTL EQUITY INDEX F15.0K shares31.54%2026-03-312026-05-12

CSL CARLISLE COS INC2.0K shares0.15%2026-03-312026-05-12

NBIS NEBIUS GROUP N.V.6.4K shares25.99%2026-03-312026-05-12

EME EMCOR GROUP INC903 shares11.21%2026-03-312026-05-12

CVS CVS HEALTH CORP9.3K shares12.38%2026-03-312026-05-12

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RVTY REVVITY INC7.6K shares-11.92%2026-03-312026-05-12

WTW WILLIS TOWERS WATSON PLC LTD2.3K shares197.91%2026-03-312026-05-12

SNPS SYNOPSYS INC1.7K shares-0.60%2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION11.7K shares-27.91%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP2.3K shares3.17%2026-03-312026-05-12

HLIO HELIOS TECHNOLOGIES INC10.0K shares0.06%2026-03-312026-05-12

R RYDER SYS INC3.1K shares0.03%2026-03-312026-05-12

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.5K shares53.39%2026-03-312026-05-12

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AVUV AMERICAN CENTY ETF TR5.6K shares103.00%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR13.4K shares-5.23%2026-03-312026-05-12

XT ISHARES TR9.0K shares34.11%2026-03-312026-05-12

SHEL SHELL PLC6.6K shares16.23%2026-03-312026-05-12

MINT PIMCO ETF TR6.1K shares0.00%2026-03-312026-05-12

PKW INVESCO EXCHANGE TRADED FD T4.7K shares1.75%2026-03-312026-05-12

IVLU ISHARES TR15.4K shares0.73%2026-03-312026-05-12

CW CURTISS WRIGHT CORP893 shares-10.52%2026-03-312026-05-12

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II8.3K shares6.39%2026-03-312026-05-12

SPHY SPDR SERIES TRUST26.0K shares16.51%2026-03-312026-05-12

ZTS ZOETIS INC5.1K shares-9.35%2026-03-312026-05-12

EMB ISHARES TR6.4K shares-17.59%2026-03-312026-05-12

TIP ISHARES TR5.4K shares6.83%2026-03-312026-05-12

NUE NUCOR CORP3.5K shares8.76%2026-03-312026-05-12

MSTR STRATEGY INC4.8K shares157.89%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC13.1K shares-5.92%2026-03-312026-05-12

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AVDV AMERICAN CENTY ETF TR6.0K shares51.70%2026-03-312026-05-12

NVS NOVARTIS AG3.9K shares8.72%2026-03-312026-05-12

PYPL PAYPAL HLDGS INC13.2K shares13.04%2026-03-312026-05-12

SLB SLB LIMITED11.5K shares-2.72%2026-03-312026-05-12

IAT ISHARES TR10.9K shares-1.93%2026-03-312026-05-12

COIN COINBASE GLOBAL INC3.4K shares5.61%2026-03-312026-05-12

VHT VANGUARD WORLD FD2.2K shares-7.48%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS9.8K shares29.55%2026-03-312026-05-12

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TLH ISHARES TR5.8K shares-12.78%2026-03-312026-05-12

VIGI VANGUARD WHITEHALL FDS6.6K shares165.71%2026-03-312026-05-12

NEM NEWMONT CORP5.4K shares6.08%2026-03-312026-05-12

STT STATE STR CORP4.5K shares21.54%2026-03-312026-05-12

AWK AMERICAN WTR WKS CO INC NEW4.2K shares0.12%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC4.4K shares9.57%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F6.9K shares4.86%2026-03-312026-05-12

MELI MERCADOLIBRE INC328 shares-2.96%2026-03-312026-05-12

Sponsored

IOO ISHARES TR4.7K shares0.00%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC1.9K shares-7.29%2026-03-312026-05-12

ALPS ETF TR ALPS ETF TR10.7K shares11.10%2026-03-312026-05-12

HLI HOULIHAN LOKEY INC3.9K shares-25.82%2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC1.6K shares-1.67%2026-03-312026-05-12

AFL AFLAC INC5.1K shares-0.29%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR5.0K shares-8.17%2026-03-312026-05-12

COEUR MNG INC COEUR MNG INC29.3K shares-5.86%2026-03-312026-05-12

Sponsored

RYAAY RYANAIR HOLDINGS PLC9.5K shares184.99%2026-03-312026-05-12

MDYG SPDR SERIES TRUST5.7K shares0.00%2026-03-312026-05-12

AAAU GOLDMAN SACHS PHYSICAL GOLD11.8K shares-25.99%2026-03-312026-05-12

EWJ ISHARES INC6.4K shares-5.28%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP601 shares-2.12%2026-03-312026-05-12

PRU PRUDENTIAL FINL INC5.5K shares146.00%2026-03-312026-05-12

TFC TRUIST FINL CORP11.7K shares5.82%2026-03-312026-05-12

ERTH INVESCO EXCHANGE TRADED FD T11.2K shares2.30%2026-03-312026-05-12

Sponsored

MFC MANULIFE FINL CORP15.4K shares-2.43%2026-03-312026-05-12

IAUM ISHARES GOLD TR11.3K shares7.27%2026-03-312026-05-12

FIS TR FIS TR16.3K sharesnew addition2026-03-312026-05-12

JHMM JOHN HANCOCK EXCHANGE TRADED7.8K shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS

-0.98%

Shares3.0M

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

4.29%

Shares37.4M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

321.94%

Shares9.9M

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-0.97%

Shares10.9M

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

2.86%

Shares3.4M

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

518.92%

Shares8.5M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

4.17%

Shares1.4M

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

-1.88%

Shares5.6M

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

1.89%

Shares550.9K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

5.61%

Shares11.3M

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

6.30%

Shares2.7M

Event2026-03-31

Filed2026-05-12

ADM

ARCHER DANIELS MIDLAND CO

-14.17%

Shares2.8M

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD INDEX FDS

6.57%

Shares1.1M

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

12.29%

Shares6.4M

Event2026-03-31

Filed2026-05-12

VOT

VANGUARD INDEX FDS

6.69%

Shares717.5K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-0.19%

Shares1.5M

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

1.15%

Shares709.3K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.42%

Shares529.5K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

5.79%

Shares536.2K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

12.35%

Shares1.7M

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

7.29%

Shares5.1M

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

1.25%

Shares1.3M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.59%

Shares509.8K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

4.29%

Shares182.6K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

328.30%

Shares1.1M

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

0.15%

Shares1.7M

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

0.34%

Shares4.6M

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

5.68%

Shares495.3K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

1.87%

Shares370.6K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

4.82%

Shares159.0K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

7.75%

Shares354.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

0.83%

Shares192.1K

Event2026-03-31

Filed2026-05-12

IGF

ISHARES TR

3.29%

Shares1.0M

Event2026-03-31

Filed2026-05-12

SCHE

SCHWAB STRATEGIC TR

1.14%

Shares1.9M

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

-4.83%

Shares283.0K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

6.32%

Shares775.7K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

3.60%

Shares2.0M

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

3.40%

Shares237.1K

Event2026-03-31

Filed2026-05-12

AMID

EA SERIES TRUST

-0.31%

Shares1.8M

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-3.23%

Shares322.2K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

-1.53%

Shares735.3K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

1.67%

Shares332.9K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

-7.98%

Shares440.6K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

2.94%

Shares826.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

1.67%

Shares150.1K

Event2026-03-31

Filed2026-05-12

SDY

SPDR SERIES TRUST

-1.30%

Shares280.5K

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL ETF TRUST

-1.35%

Shares897.1K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

3.80%

Shares453.0K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

3.58%

Shares187.6K

Event2026-03-31

Filed2026-05-12

SCZ

ISHARES TR

4.99%

Shares469.2K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

-2.46%

Shares366.3K

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares49

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR

2.28%

Shares232.6K

Event2026-03-31

Filed2026-05-12

IWP

ISHARES TR

5.32%

Shares256.6K

Event2026-03-31

Filed2026-05-12

ABIG

EA SERIES TRUST

15.57%

Shares1.1M

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

-1.40%

Shares422.6K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

10.63%

Shares55.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

1.88%

Shares104.6K

Event2026-03-31

Filed2026-05-12

VIOO

VANGUARD ADMIRAL FDS INC

36.25%

Shares259.0K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

-0.48%

Shares77.0K

Event2026-03-31

Filed2026-05-12

IVOG

VANGUARD ADMIRAL FDS INC

24.82%

Shares215.5K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

3.18%

Shares865.4K

Event2026-03-31

Filed2026-05-12

ENERGY TRANSFER L P

0.50%

Shares1.4M

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

-0.41%

Shares177.5K

Event2026-03-31

Filed2026-05-12

IWO

ISHARES TR

-3.38%

Shares79.9K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-11.51%

Shares147.6K

Event2026-03-31

Filed2026-05-12

PULS

PGIM ETF TR

64.42%

Shares490.1K

Event2026-03-31

Filed2026-05-12

SCHH

SCHWAB STRATEGIC TR

0.46%

Shares1.1M

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

0.63%

Shares74.8K

Event2026-03-31

Filed2026-05-12

SPAB

SPDR SERIES TRUST

3.03%

Shares850.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

-0.18%

Shares155.0K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

-0.43%

Shares627.1K

Event2026-03-31

Filed2026-05-12

IJS

ISHARES TR

5.69%

Shares174.7K

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL ETF TRUST

-0.87%

Shares574.0K

Event2026-03-31

Filed2026-05-12

SPYG

SPDR SERIES TRUST

7.77%

Shares206.3K

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

2.12%

Shares364.9K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

1.65%

Shares146.7K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

2.14%

Shares797.8K

Event2026-03-31

Filed2026-05-12

IVOO

VANGUARD ADMIRAL FDS INC

54.47%

Shares158.6K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-1.02%

Shares142.9K

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC

2.62%

Shares30.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

2.06%

Shares68.0K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

5.55%

Shares53.1K

Event2026-03-31

Filed2026-05-12

AEE

AMEREN CORP

1.58%

Shares148.5K

Event2026-03-31

Filed2026-05-12

DFGP

DIMENSIONAL ETF TRUST

19.95%

Shares298.3K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

8.68%

Shares411.3K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

7.89%

Shares214.0K

Event2026-03-31

Filed2026-05-12

EA SERIES TRUST

20.45%

Shares566.1K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

-0.52%

Shares104.1K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

5.80%

Shares153.9K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

5.71%

Shares70.8K

Event2026-03-31

Filed2026-05-12

QLTY

GMO ETF TRUST

230.74%

Shares420.9K

Event2026-03-31

Filed2026-05-12

ORLY

OREILLY AUTOMOTIVE INC

-0.73%

Shares157.7K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

1.31%

Shares38.7K

Event2026-03-31

Filed2026-05-12

IBIT

ISHARES BITCOIN TRUST ETF

9.70%

Shares369.6K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-12.32%

Shares95.1K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES TR

-1.09%

Shares71.5K

Event2026-03-31

Filed2026-05-12

IJJ

ISHARES TR

-2.30%

Shares102.2K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-1.28%

Shares14.7K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

-0.61%

Shares235.2K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

1.96%

Shares132.2K

Event2026-03-31

Filed2026-05-12

CLOI

VANECK ETF TRUST

9.49%

Shares251.8K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-0.07%

Shares12.8K

Event2026-03-31

Filed2026-05-12

VISA INC

3.34%

Shares40.9K

Event2026-03-31

Filed2026-05-12

CBSH

COMMERCE BANCSHARES INC

82.18%

Shares249.2K

Event2026-03-31

Filed2026-05-12

DUHP

DIMENSIONAL ETF TRUST

1.73%

Shares333.2K

Event2026-03-31

Filed2026-05-12

SPMD

SPDR SERIES TRUST

-2.28%

Shares204.6K

Event2026-03-31

Filed2026-05-12

AME

AMETEK INC

-0.40%

Shares52.5K

Event2026-03-31

Filed2026-05-12

XMMO

INVESCO EXCHANGE TRADED FD T

-0.18%

Shares77.1K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

2.22%

Shares111.9K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-0.39%

Shares215.2K

Event2026-03-31

Filed2026-05-12

URI

UNITED RENTALS INC

-2.80%

Shares13.7K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

0.51%

Shares389.3K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-3.78%

Shares46.9K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

5.17%

Shares99.5K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

683.38%

Shares108.5K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-3.22%

Shares41.2K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

6.23%

Shares11.6K

Event2026-03-31

Filed2026-05-12

DIA

STATE STR SPDR DOW JONES IND

25.12%

Shares17.7K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-2.57%

Shares26.1K

Event2026-03-31

Filed2026-05-12

EFX

EQUIFAX INC

-2.45%

Shares44.5K

Event2026-03-31

Filed2026-05-12

MGC

VANGUARD WORLD FD

-2.43%

Shares33.5K

Event2026-03-31

Filed2026-05-12

SCHC

SCHWAB STRATEGIC TR

-4.92%

Shares166.1K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

-0.97%

Shares78.5K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

123.59%

Shares21.3K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

14.63%

Shares63.1K

Event2026-03-31

Filed2026-05-12

BOND

PIMCO ETF TR

5.14%

Shares81.7K

Event2026-03-31

Filed2026-05-12

VCLT

VANGUARD SCOTTSDALE FDS

5.16%

Shares100.3K

Event2026-03-31

Filed2026-05-12

JAAA

JANUS DETROIT STR TR

29.45%

Shares144.5K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

1.37%

Shares22.0K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

6.66%

Shares49.4K

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL ETF TRUST

4.53%

Shares203.4K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-17.48%

Shares92.3K

Event2026-03-31

Filed2026-05-12

FICO

FAIR ISAAC CORP

-0.17%

Shares6.5K

Event2026-03-31

Filed2026-05-12

BOEING CO

4.83%

Shares34.6K

Event2026-03-31

Filed2026-05-12

ICF

ISHARES TR

3.72%

Shares111.2K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

0.38%

Shares181.8K

Event2026-03-31

Filed2026-05-12

JBND

J P MORGAN EXCHANGE TRADED F

3.30%

Shares127.9K

Event2026-03-31

Filed2026-05-12

ESGD

ISHARES TR

7.71%

Shares71.1K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.28%

Shares27.9K

Event2026-03-31

Filed2026-05-12

PROFESIONALLY MANAGED PORTFO

-0.51%

Shares125.2K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-14.94%

Shares40.8K

Event2026-03-31

Filed2026-05-12

TORTOISE CAPITAL SERIES TRUS

-14.74%

Shares225.0K

Event2026-03-31

Filed2026-05-12

VOOV

VANGUARD ADMIRAL FDS INC

0.78%

Shares30.6K

Event2026-03-31

Filed2026-05-12

ESE

ESCO TECHNOLOGIES INC

-2.22%

Shares22.0K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-0.85%

Shares12.4K

Event2026-03-31

Filed2026-05-12

ALB

ALBEMARLE CORP

-12.98%

Shares33.7K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

4.83%

Shares22.4K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

2.32%

Shares41.1K

Event2026-03-31

Filed2026-05-12

MGK

VANGUARD WORLD FD

401.20%

Shares81.1K

Event2026-03-31

Filed2026-05-12

QEFA

SPDR INDEX SHS FDS

-1.20%

Shares63.8K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

3.09%

Shares31.2K

Event2026-03-31

Filed2026-05-12

COWZ

PACER FDS TR

10.33%

Shares93.7K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

9.72%

Shares13.3K

Event2026-03-31

Filed2026-05-12

DFEV

DIMENSIONAL ETF TRUST

-2.45%

Shares158.4K

Event2026-03-31

Filed2026-05-12

EFSC

ENTERPRISE FINL SVCS CORP

9.02%

Shares104.2K

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

-3.84%

Shares71.0K

Event2026-03-31

Filed2026-05-12

OEF

ISHARES TR

0.12%

Shares17.4K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

-4.61%

Shares109.8K

Event2026-03-31

Filed2026-05-12

VONG

VANGUARD SCOTTSDALE FDS

10.08%

Shares50.1K

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP

-0.26%

Shares131.9K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

0.36%

Shares21.9K

Event2026-03-31

Filed2026-05-12

VXF

VANGUARD INDEX FDS

-7.60%

Shares25.8K

Event2026-03-31

Filed2026-05-12

FNDF

SCHWAB STRATEGIC TR

35.76%

Shares106.6K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-4.04%

Shares14.6K

Event2026-03-31

Filed2026-05-12

VIOG

VANGUARD ADMIRAL FDS INC

-12.22%

Shares41.2K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

-4.86%

Shares53.1K

Event2026-03-31

Filed2026-05-12

JMUB

J P MORGAN EXCHANGE TRADED F

4.34%

Shares101.8K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC

-0.43%

Shares67.8K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

17.88%

Shares7.9K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

31.68%

Shares29.4K

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

-0.43%

Shares18.0K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

0.07%

Shares45.7K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.00%

Shares32.5K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

-14.43%

Shares164.6K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

-1.08%

Shares9.3K

Event2026-03-31

Filed2026-05-12

GDX

VANECK ETF TRUST

-17.24%

Shares49.6K

Event2026-03-31

Filed2026-05-12

TRGP

TARGA RES CORP

0.09%

Shares18.0K

Event2026-03-31

Filed2026-05-12

PZA

INVESCO EXCH TRADED FD TR II

4.54%

Shares195.8K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

-1.64%

Shares56.5K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

5.94%

Shares89.4K

Event2026-03-31

Filed2026-05-12

EBI

RBB FUND TRUST

21.73%

Shares73.6K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

-20.62%

Shares4.8K

Event2026-03-31

Filed2026-05-12

SLYG

SPDR SERIES TRUST

-0.19%

Shares43.3K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

-24.25%

Shares14.7K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

-6.16%

Shares44.9K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

-4.72%

Shares47.8K

Event2026-03-31

Filed2026-05-12

ITA

ISHARES TR

13.60%

Shares18.8K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP

-2.85%

Shares77.4K

Event2026-03-31

Filed2026-05-12

IREN

IREN LIMITED

-0.35%

Shares117.0K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

-19.74%

Shares20.6K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

-22.92%

Shares50.4K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ

1.17%

Shares12.0K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD BD INDEX FDS

-9.45%

Shares50.1K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

-1.80%

Shares4.5K

Event2026-03-31

Filed2026-05-12

MPLX

MPLX LP

-0.01%

Shares66.6K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

-10.79%

Shares19.8K

Event2026-03-31

Filed2026-05-12

EVRG

EVERGY INC

0.17%

Shares45.6K

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS INC

-3.70%

Shares21.2K

Event2026-03-31

Filed2026-05-12

OKE

ONEOK INC NEW

-1.01%

Shares40.7K

Event2026-03-31

Filed2026-05-12

CIFR

CIPHER DIGITAL INC

5.60%

Shares282.6K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP

1.41%

Shares28.6K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-1.40%

Shares6.0K

Event2026-03-31

Filed2026-05-12

QLTI

GMO ETF TRUST

210.00%

Shares142.3K

Event2026-03-31

Filed2026-05-12

DFAT

DIMENSIONAL ETF TRUST

1.05%

Shares55.0K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

0.76%

Shares35.6K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

-9.94%

Shares42.0K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

7.29%

Shares25.2K

Event2026-03-31

Filed2026-05-12

DBEF

DBX ETF TR

28.38%

Shares65.4K

Event2026-03-31

Filed2026-05-12

ACWI

ISHARES TR

0.84%

Shares23.3K

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

-5.45%

Shares68.7K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

3.33%

Shares24.1K

Event2026-03-31

Filed2026-05-12

KROGER CO

-7.25%

Shares44.0K

Event2026-03-31

Filed2026-05-12

THE CIGNA GROUP

-2.32%

Shares11.9K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

0.38%

Shares19.8K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

0.52%

Shares66.2K

Event2026-03-31

Filed2026-05-12

STIFEL FINL CORP

50.68%

Shares41.7K

Event2026-03-31

Filed2026-05-12

PPG

PPG INDS INC

-1.96%

Shares28.7K

Event2026-03-31

Filed2026-05-12

DEERE & CO

2.47%

Shares5.4K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

9.43%

Shares40.8K

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

-20.52%

Shares31.8K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.09%

Shares8.8K

Event2026-03-31

Filed2026-05-12

DFAS

DIMENSIONAL ETF TRUST

-2.39%

Shares41.2K

Event2026-03-31

Filed2026-05-12

SLYV

SPDR SERIES TRUST

-4.21%

Shares31.0K

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL ETF TRUST

0.02%

Shares40.9K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

20.95%

Shares43.9K

Event2026-03-31

Filed2026-05-12

VOOG

VANGUARD ADMIRAL FDS INC

520.72%

Shares42.6K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

212.67%

Shares28.8K

Event2026-03-31

Filed2026-05-12

CELESTICA INC

5.67%

Shares10.2K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

5.75%

Shares29.6K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

2.55%

Shares19.9K

Event2026-03-31

Filed2026-05-12

IDXX

IDEXX LABS INC

0.98%

Shares4.9K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

4.49%

Shares55.3K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

-4.32%

Shares11.6K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

-0.79%

Shares9.1K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

18.59%

Shares38.6K

Event2026-03-31

Filed2026-05-12

CNC

CENTENE CORP DEL

-11.87%

Shares80.5K

Event2026-03-31

Filed2026-05-12

FMBH

FIRST MID BANCSHARES INC

0.00%

Shares63.3K

Event2026-03-31

Filed2026-05-12

VIOV

VANGUARD ADMIRAL FDS INC

-12.78%

Shares25.3K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-1.51%

Shares7.5K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

-14.49%

Shares29.0K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING IN

-2.59%

Shares12.6K

Event2026-03-31

Filed2026-05-12

ESGE

ISHARES INC

-0.94%

Shares55.8K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

-1.34%

Shares10.3K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

-1.64%

Shares23.4K

Event2026-03-31

Filed2026-05-12

VOTE

TCW ETF TRUST

1.12%

Shares32.5K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

-3.15%

Shares12.5K

Event2026-03-31

Filed2026-05-12

ONEQ

FIDELITY COMWLTH TR

6.56%

Shares29.0K

Event2026-03-31

Filed2026-05-12

ROK

ROCKWELL AUTOMATION INC

2.82%

Shares6.7K

Event2026-03-31

Filed2026-05-12

USHY

ISHARES TR

-3.46%

Shares64.3K

Event2026-03-31

Filed2026-05-12

DFEM

DIMENSIONAL ETF TRUST

4.82%

Shares67.2K

Event2026-03-31

Filed2026-05-12

AT&T INC

-11.88%

Shares79.5K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

-13.15%

Shares58.2K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

-12.27%

Shares11.6K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

22.05%

Shares45.6K

Event2026-03-31

Filed2026-05-12

MGV

VANGUARD WORLD FD

0.34%

Shares15.5K

Event2026-03-31

Filed2026-05-12

AZO

AUTOZONE INC

-4.14%

Shares649

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

-0.24%

Shares9.7K

Event2026-03-31

Filed2026-05-12

VFH

VANGUARD WORLD FD

-2.78%

Shares18.0K

Event2026-03-31

Filed2026-05-12

GCOW

PACER FDS TR

-2.25%

Shares46.5K

Event2026-03-31

Filed2026-05-12

APP

APPLOVIN CORP

4.69%

Shares5.3K

Event2026-03-31

Filed2026-05-12

ENB

ENBRIDGE INC

-1.69%

Shares39.0K

Event2026-03-31

Filed2026-05-12

DYNATRACE INC

New

Shares56.0K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

-1.46%

Shares6.2K

Event2026-03-31

Filed2026-05-12

IDV

ISHARES TR

-3.38%

Shares47.7K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

5.63%

Shares10.0K

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

7.43%

Shares6.3K

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

26.22%

Shares34.5K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

0.24%

Shares10.0K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

351.54%

Shares72.6K

Event2026-03-31

Filed2026-05-12

CALF

PACER FDS TR

-26.83%

Shares42.7K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

33.98%

Shares13.1K

Event2026-03-31

Filed2026-05-12

BSVO

EA SERIES TRUST

-1.01%

Shares75.3K

Event2026-03-31

Filed2026-05-12

EAGG

ISHARES TR

-1.06%

Shares39.5K

Event2026-03-31

Filed2026-05-12

IVOV

VANGUARD ADMIRAL FDS INC

11.53%

Shares18.3K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

-0.02%

Shares30.5K

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

3.49%

Shares1.2K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

7.41%

Shares9.6K

Event2026-03-31

Filed2026-05-12

IUSG

ISHARES TR

1.72%

Shares11.5K

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

-0.97%

Shares38.7K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

0.61%

Shares10.7K

Event2026-03-31

Filed2026-05-12

DFAR

DIMENSIONAL ETF TRUST

New

Shares74.3K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

10.33%

Shares15.4K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

9.43%

Shares12.7K

Event2026-03-31

Filed2026-05-12

BUSE

FIRST BUSEY CORP

0.41%

Shares68.1K

Event2026-03-31

Filed2026-05-12

RGA

REINSURANCE GROUP AMER INC

5.68%

Shares8.4K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

-1.37%

Shares1.3K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

11.14%

Shares7.0K

Event2026-03-31

Filed2026-05-12

PAVE

GLOBAL X FDS

-6.66%

Shares33.5K

Event2026-03-31

Filed2026-05-12

HCA

HCA HEALTHCARE INC

1.83%

Shares3.6K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

7.35%

Shares9.3K

Event2026-03-31

Filed2026-05-12

SMH

VANECK ETF TRUST

1.68%

Shares4.4K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

-2.34%

Shares1.7K

Event2026-03-31

Filed2026-05-12

HWBK

HAWTHORN BANCSHARES INC

0.39%

Shares48.7K

Event2026-03-31

Filed2026-05-12

SEAGATE TECHNOLOGY HLDNGS PL

23.34%

Shares4.1K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

7.96%

Shares10.0K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

-3.14%

Shares13.8K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

1.94%

Shares12.0K

Event2026-03-31

Filed2026-05-12

VDE

VANGUARD WORLD FD

0.13%

Shares9.0K

Event2026-03-31

Filed2026-05-12

ESML

ISHARES TR

6.61%

Shares33.2K

Event2026-03-31

Filed2026-05-12

VDC

VANGUARD WORLD FD

-1.24%

Shares6.9K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

-7.61%

Shares4.2K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

-0.98%

Shares34.9K

Event2026-03-31

Filed2026-05-12

DLR

DIGITAL RLTY TR INC

1.45%

Shares8.5K

Event2026-03-31

Filed2026-05-12

USRT

ISHARES TR

-2.55%

Shares25.1K

Event2026-03-31

Filed2026-05-12

TPL

TEXAS PACIFIC LAND CORPORATI

45.70%

Shares3.1K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

11.68%

Shares7.6K

Event2026-03-31

Filed2026-05-12

ACWX

ISHARES TR

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-12

PRI

PRIMERICA INC

-1.73%

Shares5.7K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

-0.72%

Shares6.2K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

4.67%

Shares4.2K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

33.19%

Shares25.0K

Event2026-03-31

Filed2026-05-12

CNP

CENTERPOINT ENERGY INC

-2.96%

Shares32.8K

Event2026-03-31

Filed2026-05-12

GILD

GILEAD SCIENCES INC

-1.82%

Shares10.0K

Event2026-03-31

Filed2026-05-12

XLY

SELECT SECTOR SPDR TR

1.31%

Shares12.8K

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP

0.24%

Shares22.2K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

1.54%

Shares2.0K

Event2026-03-31

Filed2026-05-12

TGT

TARGET CORP

-12.82%

Shares11.5K

Event2026-03-31

Filed2026-05-12

CASS

CASS INFORMATION SYS INC

-13.09%

Shares31.5K

Event2026-03-31

Filed2026-05-12

BOXX

EA SERIES TRUST

-21.44%

Shares11.8K

Event2026-03-31

Filed2026-05-12

FIRST MAJESTIC SILVER CORP

40.64%

Shares63.2K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

15.61%

Shares4.7K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

-7.12%

Shares3.2K

Event2026-03-31

Filed2026-05-12

FBTC

FIDELITY WISE ORIGIN BITCOIN

26.24%

Shares22.4K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP

0.46%

Shares7.6K

Event2026-03-31

Filed2026-05-12

PSX

PHILLIPS 66

-29.17%

Shares7.2K

Event2026-03-31

Filed2026-05-12

MARVELL TECHNOLOGY INC

1.53%

Shares13.2K

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC

6.23%

Shares12.3K

Event2026-03-31

Filed2026-05-12

SPH

SUBURBAN PROPANE PARTNERS L

-1.06%

Shares65.0K

Event2026-03-31

Filed2026-05-12

PAAS

PAN AMERN SILVER CORP

10.57%

Shares23.3K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

-13.76%

Shares3.2K

Event2026-03-31

Filed2026-05-12

DES

WISDOMTREE TR

-2.01%

Shares35.1K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

15.80%

Shares13.9K

Event2026-03-31

Filed2026-05-12

CAH

CARDINAL HEALTH INC

-0.02%

Shares5.9K

Event2026-03-31

Filed2026-05-12

UNFI

UNITED NAT FOODS INC

1.58%

Shares27.4K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

7.69%

Shares29.8K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

7.89%

Shares9.3K

Event2026-03-31

Filed2026-05-12

AOR

ISHARES TR

7.75%

Shares18.8K

Event2026-03-31

Filed2026-05-12

COLGATE PALMOLIVE CO

-8.49%

Shares14.2K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

4.68%

Shares2.7K

Event2026-03-31

Filed2026-05-12

BKNG

BOOKING HOLDINGS INC

3432.49%

Shares7.0K

Event2026-03-31

Filed2026-05-12

IDEV

ISHARES TR

0.31%

Shares13.7K

Event2026-03-31

Filed2026-05-12

NOBL

PROSHARES TR

-2.84%

Shares10.8K

Event2026-03-31

Filed2026-05-12

SPYV

SPDR SERIES TRUST

14.96%

Shares20.1K

Event2026-03-31

Filed2026-05-12

ROCKET LAB CORP

-0.05%

Shares17.7K

Event2026-03-31

Filed2026-05-12

BROOKFIELD ASSET MANAGMT LTD

-0.09%

Shares25.6K

Event2026-03-31

Filed2026-05-12

WINN

HARBOR ETF TRUST

0.00%

Shares39.1K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

6.50%

Shares3.0K

Event2026-03-31

Filed2026-05-12

TE CONNECTIVITY PLC

2.28%

Shares5.1K

Event2026-03-31

Filed2026-05-12

WING

WINGSTOP INC

0.31%

Shares6.8K

Event2026-03-31

Filed2026-05-12

HIG

HARTFORD INSURANCE GROUP INC

-2.24%

Shares7.8K

Event2026-03-31

Filed2026-05-12

GSLC

GOLDMAN SACHS ETF TR

-0.15%

Shares8.4K

Event2026-03-31

Filed2026-05-12

SHOP

SHOPIFY INC

-5.76%

Shares8.8K

Event2026-03-31

Filed2026-05-12

COKE

COCA COLA CONS INC

25.02%

Shares5.4K

Event2026-03-31

Filed2026-05-12

TREDEGAR CORP

0.00%

Shares129.9K

Event2026-03-31

Filed2026-05-12

LINDE PLC

1.27%

Shares2.1K

Event2026-03-31

Filed2026-05-12

SOXX

ISHARES TR

2.87%

Shares3.1K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

-2.98%

Shares14.2K

Event2026-03-31

Filed2026-05-12

FTNT

FORTINET INC

-4.15%

Shares12.4K

Event2026-03-31

Filed2026-05-12

PWV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-12

BANK NEW YORK MELLON CORP

1.27%

Shares8.5K

Event2026-03-31

Filed2026-05-12

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.01%

Shares18.9K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP

4.98%

Shares1.1K

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

-5.93%

Shares9.6K

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

-7.64%

Shares2.1K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

14.49%

Shares15.9K

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TR

-24.42%

Shares14.2K

Event2026-03-31

Filed2026-05-12

SUSA

ISHARES TR

0.38%

Shares7.3K

Event2026-03-31

Filed2026-05-12

QQQM

INVESCO EXCH TRADED FD TR II

-1.97%

Shares3.9K

Event2026-03-31

Filed2026-05-12

NET

CLOUDFLARE INC

10.18%

Shares4.5K

Event2026-03-31

Filed2026-05-12

SILJ

AMPLIFY ETF TR

-36.42%

Shares31.4K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

14.07%

Shares5.1K

Event2026-03-31

Filed2026-05-12

EA SERIES TRUST

New

Shares33.4K

Event2026-03-31

Filed2026-05-12

VTWO

VANGUARD SCOTTSDALE FDS

-3.04%

Shares9.2K

Event2026-03-31

Filed2026-05-12

CTVA

CORTEVA INC

-9.99%

Shares10.9K

Event2026-03-31

Filed2026-05-12

EOG

EOG RES INC

-6.09%

Shares6.2K

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES CORP

-1.91%

Shares11.2K

Event2026-03-31

Filed2026-05-12

CDNS

CADENCE DESIGN SYSTEM INC

21.42%

Shares3.2K

Event2026-03-31

Filed2026-05-12

ESGV

VANGUARD WORLD FD

-2.73%

Shares7.9K

Event2026-03-31

Filed2026-05-12

PSA

PUBLIC STORAGE OPER CO

2.61%

Shares3.3K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO

0.34%

Shares3.5K

Event2026-03-31

Filed2026-05-12

GOVT

ISHARES TR

290.67%

Shares38.4K

Event2026-03-31

Filed2026-05-12

SRE

SEMPRA

2.17%

Shares9.0K

Event2026-03-31

Filed2026-05-12

BFC

BANK FIRST CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-12

GRID

FIRST TR EXCHANGE-TRADED FD

4.26%

Shares5.3K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

0.48%

Shares9.4K

Event2026-03-31

Filed2026-05-12

JQUA

J P MORGAN EXCHANGE TRADED F

15.62%

Shares14.1K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

-6.19%

Shares9.9K

Event2026-03-31

Filed2026-05-12

TOYOTA MOTOR CORP

-3.70%

Shares4.1K

Event2026-03-31

Filed2026-05-12

ITM

VANECK ETF TRUST

-2.12%

Shares18.1K

Event2026-03-31

Filed2026-05-12

IYH

ISHARES TR

-0.54%

Shares13.5K

Event2026-03-31

Filed2026-05-12

WDC

WESTERN DIGITAL CORP

18.12%

Shares3.1K

Event2026-03-31

Filed2026-05-12

NKE

NIKE INC

-0.39%

Shares15.5K

Event2026-03-31

Filed2026-05-12

FERMI INC

1117.65%

Shares140.1K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

8.67%

Shares8.5K

Event2026-03-31

Filed2026-05-12

ACWV

ISHARES INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-12

PEN

PENUMBRA INC

88.53%

Shares2.5K

Event2026-03-31

Filed2026-05-12

FNDX

SCHWAB STRATEGIC TR

3.50%

Shares29.0K

Event2026-03-31

Filed2026-05-12

IBB

ISHARES TR

7.68%

Shares4.8K

Event2026-03-31

Filed2026-05-12

AMP

AMERIPRISE FINL INC

-4.09%

Shares1.8K

Event2026-03-31

Filed2026-05-12

AOA

ISHARES TR

31.18%

Shares9.0K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO

82.93%

Shares17.2K

Event2026-03-31

Filed2026-05-12

CHD

CHURCH & DWIGHT CO INC

-0.33%

Shares8.6K

Event2026-03-31

Filed2026-05-12

REGIONS FINANCIAL CORP NEW

4.73%

Shares30.5K

Event2026-03-31

Filed2026-05-12

DHI

D R HORTON INC

-3.04%

Shares5.8K

Event2026-03-31

Filed2026-05-12

VTWG

VANGUARD SCOTTSDALE FDS

-2.55%

Shares3.4K

Event2026-03-31

Filed2026-05-12

MPWR

MONOLITHIC PWR SYS INC

-6.26%

Shares719

Event2026-03-31

Filed2026-05-12

KMB

KIMBERLY-CLARK CORP

-3.44%

Shares8.1K

Event2026-03-31

Filed2026-05-12

VSS

VANGUARD INTL EQUITY INDEX F

3.65%

Shares5.4K

Event2026-03-31

Filed2026-05-12

VIS

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

LAW

CS DISCO INC

0.00%

Shares203.9K

Event2026-03-31

Filed2026-05-12

IYR

ISHARES TR

-5.19%

Shares8.1K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE IN

23.08%

Shares4.9K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

0.62%

Shares4.7K

Event2026-03-31

Filed2026-05-12

MMM

3M CO

7.79%

Shares5.2K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

-1.56%

Shares2.2K

Event2026-03-31

Filed2026-05-12

HLT

HILTON WORLDWIDE HLDGS INC

-4.50%

Shares2.5K

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

-9.98%

Shares18.4K

Event2026-03-31

Filed2026-05-12

KMI

KINDER MORGAN INC DEL

5.00%

Shares22.3K

Event2026-03-31

Filed2026-05-12

CANADIAN IMPERIAL BANK OF CO

0.04%

Shares7.9K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL ETF TRUST

0.11%

Shares21.7K

Event2026-03-31

Filed2026-05-12

DGRW

WISDOMTREE TR

-10.28%

Shares8.3K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

58.67%

Shares1.4K

Event2026-03-31

Filed2026-05-12

FCFS

FIRSTCASH HOLDINGS INC

-6.12%

Shares3.9K

Event2026-03-31

Filed2026-05-12

YUM

YUM BRANDS INC

1.26%

Shares4.6K

Event2026-03-31

Filed2026-05-12

SPYX

SPDR SERIES TRUST

0.21%

Shares13.6K

Event2026-03-31

Filed2026-05-12

GENERAL MTRS CO

4.58%

Shares9.5K

Event2026-03-31

Filed2026-05-12

RYAM

RAYONIER ADVANCED MATLS INC

New

Shares63.6K

Event2026-03-31

Filed2026-05-12

AON PLC

-8.79%

Shares2.2K

Event2026-03-31

Filed2026-05-12

QNITY ELECTRONICS INC

-8.84%

Shares6.1K

Event2026-03-31

Filed2026-05-12

CMCSA

COMCAST CORP NEW

-9.12%

Shares24.4K

Event2026-03-31

Filed2026-05-12

RCL

ROYAL CARIBBEAN GROUP

-1.71%

Shares2.5K

Event2026-03-31

Filed2026-05-12

VTWV

VANGUARD SCOTTSDALE FDS

7.85%

Shares4.1K

Event2026-03-31

Filed2026-05-12

FIRST CTZNS BANCSHARES INC D

New

Shares358

Event2026-03-31

Filed2026-05-12

DIVO

AMPLIFY ETF TR

-3.95%

Shares15.0K

Event2026-03-31

Filed2026-05-12

VNQI

VANGUARD INTL EQUITY INDEX F

31.54%

Shares15.0K

Event2026-03-31

Filed2026-05-12

CSL

CARLISLE COS INC

0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-12

NBIS

NEBIUS GROUP N.V.

25.99%

Shares6.4K

Event2026-03-31

Filed2026-05-12

EME

EMCOR GROUP INC

11.21%

Shares903

Event2026-03-31

Filed2026-05-12

CVS

CVS HEALTH CORP

12.38%

Shares9.3K

Event2026-03-31

Filed2026-05-12

RVTY

REVVITY INC

-11.92%

Shares7.6K

Event2026-03-31

Filed2026-05-12

WTW

WILLIS TOWERS WATSON PLC LTD

197.91%

Shares2.3K

Event2026-03-31

Filed2026-05-12

SNPS

SYNOPSYS INC

-0.60%

Shares1.7K

Event2026-03-31

Filed2026-05-12

CARR

CARRIER GLOBAL CORPORATION

-27.91%

Shares11.7K

Event2026-03-31

Filed2026-05-12

CEG

CONSTELLATION ENERGY CORP

3.17%

Shares2.3K

Event2026-03-31

Filed2026-05-12

HLIO

HELIOS TECHNOLOGIES INC

0.06%

Shares10.0K

Event2026-03-31

Filed2026-05-12

RYDER SYS INC

0.03%

Shares3.1K

Event2026-03-31

Filed2026-05-12

WEC ENERGY GROUP INC

53.39%

Shares5.5K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

103.00%

Shares5.6K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

-5.23%

Shares13.4K

Event2026-03-31

Filed2026-05-12

ISHARES TR

34.11%

Shares9.0K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC

16.23%

Shares6.6K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-12

PKW

INVESCO EXCHANGE TRADED FD T

1.75%

Shares4.7K

Event2026-03-31

Filed2026-05-12

IVLU

ISHARES TR

0.73%

Shares15.4K

Event2026-03-31

Filed2026-05-12

CURTISS WRIGHT CORP

-10.52%

Shares893

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

6.39%

Shares8.3K

Event2026-03-31

Filed2026-05-12

SPHY

SPDR SERIES TRUST

16.51%

Shares26.0K

Event2026-03-31

Filed2026-05-12

ZTS

ZOETIS INC

-9.35%

Shares5.1K

Event2026-03-31

Filed2026-05-12

EMB

ISHARES TR

-17.59%

Shares6.4K

Event2026-03-31

Filed2026-05-12

TIP

ISHARES TR

6.83%

Shares5.4K

Event2026-03-31

Filed2026-05-12

NUE

NUCOR CORP

8.76%

Shares3.5K

Event2026-03-31

Filed2026-05-12

MSTR

STRATEGY INC

157.89%

Shares4.8K

Event2026-03-31

Filed2026-05-12

DUPONT DE NEMOURS INC

-5.92%

Shares13.1K

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

51.70%

Shares6.0K

Event2026-03-31

Filed2026-05-12

NVS

NOVARTIS AG

8.72%

Shares3.9K

Event2026-03-31

Filed2026-05-12

PYPL

PAYPAL HLDGS INC

13.04%

Shares13.2K

Event2026-03-31

Filed2026-05-12

SLB

SLB LIMITED

-2.72%

Shares11.5K

Event2026-03-31

Filed2026-05-12

IAT

ISHARES TR

-1.93%

Shares10.9K

Event2026-03-31

Filed2026-05-12

COIN

COINBASE GLOBAL INC

5.61%

Shares3.4K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

-7.48%

Shares2.2K

Event2026-03-31

Filed2026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

29.55%

Shares9.8K

Event2026-03-31

Filed2026-05-12

TLH

ISHARES TR

-12.78%

Shares5.8K

Event2026-03-31

Filed2026-05-12

VIGI

VANGUARD WHITEHALL FDS

165.71%

Shares6.6K

Event2026-03-31

Filed2026-05-12

NEM

NEWMONT CORP

6.08%

Shares5.4K

Event2026-03-31

Filed2026-05-12

STT

STATE STR CORP

21.54%

Shares4.5K

Event2026-03-31

Filed2026-05-12

AWK

AMERICAN WTR WKS CO INC NEW

0.12%

Shares4.2K

Event2026-03-31

Filed2026-05-12

AEP

AMERICAN ELEC PWR CO INC

9.57%

Shares4.4K

Event2026-03-31

Filed2026-05-12

VGK

VANGUARD INTL EQUITY INDEX F

4.86%

Shares6.9K

Event2026-03-31

Filed2026-05-12

MELI

MERCADOLIBRE INC

-2.96%

Shares328

Event2026-03-31

Filed2026-05-12

IOO

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

TRV

TRAVELERS COMPANIES INC

-7.29%

Shares1.9K

Event2026-03-31

Filed2026-05-12

ALPS ETF TR

11.10%

Shares10.7K

Event2026-03-31

Filed2026-05-12

HLI

HOULIHAN LOKEY INC

-25.82%

Shares3.9K

Event2026-03-31

Filed2026-05-12

ROP

ROPER TECHNOLOGIES INC

-1.67%

Shares1.6K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

-0.29%

Shares5.1K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

-8.17%

Shares5.0K

Event2026-03-31

Filed2026-05-12

COEUR MNG INC

-5.86%

Shares29.3K

Event2026-03-31

Filed2026-05-12

RYAAY

RYANAIR HOLDINGS PLC

184.99%

Shares9.5K

Event2026-03-31

Filed2026-05-12

MDYG

SPDR SERIES TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-12

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-25.99%

Shares11.8K

Event2026-03-31

Filed2026-05-12

EWJ

ISHARES INC

-5.28%

Shares6.4K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

-2.12%

Shares601

Event2026-03-31

Filed2026-05-12

PRU

PRUDENTIAL FINL INC

146.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

5.82%

Shares11.7K

Event2026-03-31

Filed2026-05-12

ERTH

INVESCO EXCHANGE TRADED FD T

2.30%

Shares11.2K

Event2026-03-31

Filed2026-05-12

MFC

MANULIFE FINL CORP

-2.43%

Shares15.4K

Event2026-03-31

Filed2026-05-12

IAUM

ISHARES GOLD TR

7.27%

Shares11.3K

Event2026-03-31

Filed2026-05-12

FIS TR

New

Shares16.3K

Event2026-03-31

Filed2026-05-12

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

IBIT Call CallISHARES BITCOIN TRUST ETF15.2K shares136.83%2026-03-312026-05-12

IREN Call CallIREN LIMITED15.2K shares12.76%2026-03-312026-05-12

MSFT Call CallMICROSOFT CORP100 sharesnew addition2026-03-312026-05-12

AMZN Call CallAMAZON COM INC100 sharesnew addition2026-03-312026-05-12

NBIS Call CallNEBIUS GROUP N.V.200 sharesnew addition2026-03-312026-05-12

OKLO Call CallOKLO INC200 sharesnew addition2026-03-312026-05-12

ASTS Call CallAST SPACEMOBILE INC100 sharesnew addition2026-03-312026-05-12

ONDS Call CallONDAS INC500 sharesnew addition2026-03-312026-05-12

IBIT Call

ISHARES BITCOIN TRUST ETF

136.83%

Shares15.2K

Event2026-03-31

Filed2026-05-12

IREN Call

IREN LIMITED

12.76%

Shares15.2K

Event2026-03-31

Filed2026-05-12

MSFT Call

MICROSOFT CORP

New

Shares100

Event2026-03-31

Filed2026-05-12

AMZN Call

AMAZON COM INC

New

Shares100

Event2026-03-31

Filed2026-05-12

NBIS Call

NEBIUS GROUP N.V.

New

Shares200

Event2026-03-31

Filed2026-05-12

OKLO Call

OKLO INC

New

Shares200

Event2026-03-31

Filed2026-05-12

ASTS Call

AST SPACEMOBILE INC

New

Shares100

Event2026-03-31

Filed2026-05-12

ONDS Call

ONDAS INC

New

Shares500

Event2026-03-31

Filed2026-05-12

Put Option Holdings

No put option holdings data available