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The Analysis of NAPLES GLOBAL ADVISORS, LLC's Holdings & P&L

Currently, NAPLES GLOBAL ADVISORS, LLC holds 466 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in KLAC (+59.1K shares, valued at $17.8M), VGT (+98.6K shares, valued at $11.8M), N/A (+26.4K shares, valued at $1.9M); decreased their positions in MU (-3.8K shares, valued at $4.4M), GLW (-11.6K shares, valued at $3.0M), AMD (-3.4K shares, valued at $2.0M); initiated new positions in N/A (+26.4K shares, valued at $1.9M), FSUN (+23.9K shares, valued at $926.5K), N/A (+3.7K shares, valued at $817.9K).

1M P&L

+39.7M+3.20%

3M P&L

-79.1M-5.82%

HY P&L

-63.2M-4.70%

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/A408.4M

31.2%

2Semiconductors159.4M

12.2%

3Drug Manufacturers - General69.0M

5.3%

Top Industries by Stock Count

1N/A156 stocks

37.5%

2Banks - Regional16 stocks

3.8%

3Oil & Gas Midstream12 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC185.1K shares0.74%2026-06-302026-07-23

GLW CORNING INC194.4K shares-5.65%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFAC93.5K shares-3.04%2026-06-302026-07-23

BROADCOM INC BROADCOM INC109.2K shares-2.72%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC30.3K shares-11.23%2026-06-302026-07-23

ISHARES TR ISHARES TR43.7K shares1.33%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR1.1M shares1.61%2026-06-302026-07-23

MSFT MICROSOFT CORP80.6K shares6.31%2026-06-302026-07-23

Sponsored

LRCX LAM RESEARCH CORP67.3K shares-5.87%2026-06-302026-07-23

VOO VANGUARD INDEX FDS40.6K shares0.30%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC33.9K shares-4.16%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC40.4K shares-7.86%2026-06-302026-07-23

VV VANGUARD INDEX FDS59.6K shares-0.61%2026-06-302026-07-23

KLAC KLA CORP65.8K shares872.91%2026-06-302026-07-23

SCHE SCHWAB STRATEGIC TR492.4K shares1.46%2026-06-302026-07-23

GOOGL ALPHABET INC50.0K shares1.94%2026-06-302026-07-23

Sponsored

NVDA NVIDIA CORPORATION80.9K shares4.81%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO49.2K shares1.48%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC134.3K shares-2.17%2026-06-302026-07-23

ADI ANALOG DEVICES INC39.3K shares-1.00%2026-06-302026-07-23

LLY ELI LILLY & CO12.8K shares1.85%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP104.8K shares0.56%2026-06-302026-07-23

IWD ISHARES TR58.4K shares1.80%2026-06-302026-07-23

IJH ISHARES TR182.2K shares-0.47%2026-06-302026-07-23

Sponsored

MINT PIMCO ETF TR137.3K shares14.24%2026-06-302026-07-23

MRK MERCK & CO INC106.5K shares-0.27%2026-06-302026-07-23

VGT VANGUARD WORLD FD112.7K shares699.99%2026-06-302026-07-23

HD HOME DEPOT INC37.8K shares6.74%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON52.2K shares0.56%2026-06-302026-07-23

IGF ISHARES TR192.9K shares2.45%2026-06-302026-07-23

AMGN AMGEN INC35.2K shares0.11%2026-06-302026-07-23

IGIB ISHARES TR237.8K shares10.44%2026-06-302026-07-23

Sponsored

ABBVIE INC ABBVIE INC48.1K shares0.85%2026-06-302026-07-23

PFFD GLOBAL X FDS632.1K shares6.76%2026-06-302026-07-23

REET ISHARES TR422.6K shares3.62%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST131.6K shares1.26%2026-06-302026-07-23

IJR ISHARES TR69.9K shares0.70%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.6K shares-2.39%2026-06-302026-07-23

PKG PACKAGING CORP AMER42.7K shares0.73%2026-06-302026-07-23

RIO RIO TINTO PLC106.6K shares-0.72%2026-06-302026-07-23

Sponsored

ITOT ISHARES TR60.3K shares-0.28%2026-06-302026-07-23

CAT CATERPILLAR INC8.9K shares-2.56%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC108.3K shares4.14%2026-06-302026-07-23

TXN TEXAS INSTRS INC31.5K shares-0.46%2026-06-302026-07-23

GOOG ALPHABET INC26.4K shares2.77%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.4K shares4.43%2026-06-302026-07-23

BIV VANGUARD BD INDEX FDS119.0K shares14.00%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS126.6K shares-0.10%2026-06-302026-07-23

Sponsored

AXP AMERICAN EXPRESS CO25.7K shares0.60%2026-06-302026-07-23

CM CANADIAN IMPERIAL BANK OF CO74.1K shares-1.45%2026-06-302026-07-23

BLK BLACKROCK INC8.9K shares1.82%2026-06-302026-07-23

AMZN AMAZON COM INC35.5K shares2.67%2026-06-302026-07-23

ASML ASML HLDG NV4.2K shares0.38%2026-06-302026-07-23

PG PROCTER & GAMBLE CO56.1K shares1.89%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC14.4K shares3.32%2026-06-302026-07-23

MUB ISHARES TR75.3K shares6.44%2026-06-302026-07-23

Sponsored

ORACLE CORP ORACLE CORP55.1K shares1.42%2026-06-302026-07-23

DLR DIGITAL RLTY TR INC44.4K shares0.57%2026-06-302026-07-23

BX BLACKSTONE INC64.8K shares6.18%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP81.6K shares7.97%2026-06-302026-07-23

WMT WALMART INC66.3K shares1.19%2026-06-302026-07-23

PAYX PAYCHEX INC75.9K shares3.18%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO77.5K shares0.96%2026-06-302026-07-23

CORTEVA INC CORTEVA INC87.4K shares-1.44%2026-06-302026-07-23

Sponsored

LMT LOCKHEED MARTIN CORP14.5K shares2.08%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION38.9K shares-0.59%2026-06-302026-07-23

BWXT BWX TECHNOLOGIES INC37.7K shares-0.66%2026-06-302026-07-23

WSO WATSCO INC17.4K shares-0.03%2026-06-302026-07-23

LDOS LEIDOS HOLDINGS INC69.1K shares23.72%2026-06-302026-07-23

ISHARES TR ISHARES TR70.3K shares-1.86%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS18.4K shares-0.08%2026-06-302026-07-23

QCOM QUALCOMM INC35.7K shares1.08%2026-06-302026-07-23

Sponsored

SAP SAP SE41.4K shares13.39%2026-06-302026-07-23

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.69.6K shares-0.27%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F103.6K shares1.11%2026-06-302026-07-23

SIMO SILICON MOTION TECHNOLOGY CO16.8K shares-2.52%2026-06-302026-07-23

APD AIR PRODUCTS AND CHEMICALS I18.0K shares4.69%2026-06-302026-07-23

EMR EMERSON ELEC CO36.8K shares0.11%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC12.6K shares3.78%2026-06-302026-07-23

IGSB ISHARES TR98.6K shares36.73%2026-06-302026-07-23

Sponsored

BMY BRISTOL-MYERS SQUIBB CO89.4K shares2.99%2026-06-302026-07-23

CVX CHEVRON CORPORATION31.0K shares-0.24%2026-06-302026-07-23

MCD MCDONALDS CORP18.3K shares0.06%2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC62.5K shares4.91%2026-06-302026-07-23

EMXC ISHARES INC47.9K shares1.09%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS17.3K shares0.75%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL21.8K shares8.53%2026-06-302026-07-23

CSX CSX CORP100.1K shares-1.09%2026-06-302026-07-23

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC24.7K shares-1.44%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares-0.36%2026-06-302026-07-23

LIN LINDE PLC8.9K shares0.54%2026-06-302026-07-23

SCHB SCHWAB STRATEGIC TR159.8K shares-0.83%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR153.8K shares1.96%2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC41.8K shares10.67%2026-06-302026-07-23

QQQ INVESCO QQQ TR6.0K shares4.11%2026-06-302026-07-23

SBUX STARBUCKS CORP43.1K shares-4.78%2026-06-302026-07-23

Sponsored

KO COCA COLA CO51.8K shares1.49%2026-06-302026-07-23

NVS NOVARTIS AG26.1K shares-0.38%2026-06-302026-07-23

PEP PEPSICO INC30.2K shares6.60%2026-06-302026-07-23

JXN JACKSON FINANCIAL INC39.9K shares0.00%2026-06-302026-07-23

INFY INFOSYS LTD386.9K shares-10.89%2026-06-302026-07-23

VWOB VANGUARD WHITEHALL FDS58.3K shares20.56%2026-06-302026-07-23

TEL TE CONNECTIVITY PLC19.3K shares6.73%2026-06-302026-07-23

MBB ISHARES TR40.9K shares11.89%2026-06-302026-07-23

Sponsored

USB US BANCORP62.6K shares-0.63%2026-06-302026-07-23

TGT TARGET CORP28.5K shares0.24%2026-06-302026-07-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND29.0K shares-19.48%2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED10.5K shares-0.28%2026-06-302026-07-23

IX ORIX CORP93.6K shares0.38%2026-06-302026-07-23

IXUS ISHARES TR36.9K shares-1.23%2026-06-302026-07-23

SPMD SPDR SERIES TRUST51.6K shares0.17%2026-06-302026-07-23

SUB ISHARES TR32.2K shares-4.56%2026-06-302026-07-23

Sponsored

GII SPDR INDEX SHS FDS44.6K shares1.93%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW25.4K shares-1.76%2026-06-302026-07-23

VISA INC VISA INC9.3K shares10.44%2026-06-302026-07-23

GPC GENUINE PARTS CO26.3K shares4.35%2026-06-302026-07-23

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC23.4K shares1.54%2026-06-302026-07-23

UNM UNUM GROUP34.6K shares4.52%2026-06-302026-07-23

ABT ABBOTT LABORATORIES34.0K shares2.97%2026-06-302026-07-23

MLPX GLOBAL X FDS41.6K shares1.29%2026-06-302026-07-23

Sponsored

YUMC YUM CHINA HLDGS INC74.9K shares11.43%2026-06-302026-07-23

BMO BANK MONTREAL MEDIUM17.3K shares-0.29%2026-06-302026-07-23

MDY STATE STR SPDR S&P MIDCAP 404.3K shares-0.35%2026-06-302026-07-23

SPSM SPDR SERIES TRUST52.6K shares-0.01%2026-06-302026-07-23

DE DEERE & CO4.8K shares0.87%2026-06-302026-07-23

UNP UNION PAC CORP11.0K shares3.94%2026-06-302026-07-23

IWR ISHARES TR26.4K shares-0.45%2026-06-302026-07-23

SON SONOCO PRODS CO51.3K shares0.32%2026-06-302026-07-23

Sponsored

NSC NORFOLK SOUTHN CORP9.0K shares-0.55%2026-06-302026-07-23

LECO LINCOLN ELEC HLDGS INC10.4K shares3.74%2026-06-302026-07-23

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD28.4K shares8.97%2026-06-302026-07-23

BSV VANGUARD BD INDEX FDS35.3K shares4.52%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP2.8K shares3.73%2026-06-302026-07-23

XLC SELECT SECTOR SPDR TR25.6K shares3.53%2026-06-302026-07-23

PFE PFIZER INC113.5K shares4.69%2026-06-302026-07-23

EMDM FIRST TR EXCHANGE-TRADED FD63.0K shares8.13%2026-06-302026-07-23

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION2.9K shares3.83%2026-06-302026-07-23

HII HUNTINGTON INGALLS INDS INC9.6K shares0.29%2026-06-302026-07-23

EFA ISHARES TR25.8K shares0.00%2026-06-302026-07-23

HESM HESS MIDSTREAM LP71.1K shares1.07%2026-06-302026-07-23

UL UNILEVER PLC44.3K shares-1.67%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC6.1K shares1.20%2026-06-302026-07-23

VTEB VANGUARD MUN BD FDS51.7K shares7.37%2026-06-302026-07-23

RPM RPM INTL INC23.5K shares4.34%2026-06-302026-07-23

Sponsored

LHX L3HARRIS TECHNOLOGIES INC8.8K shares-0.83%2026-06-302026-07-23

ICE INTERCONTINENTAL EXCHANGE IN20.8K shares16.71%2026-06-302026-07-23

MCO MOODYS CORP5.5K shares0.82%2026-06-302026-07-23

KMI KINDER MORGAN INC DEL77.8K shares1.23%2026-06-302026-07-23

CRM SALESFORCE INC15.7K shares-19.22%2026-06-302026-07-23

DCRE DOUBLELINE ETF TRUST46.9K shares4.34%2026-06-302026-07-23

OMAB GRUPO AEROPORTUARIO DEL CENT21.2K shares-0.59%2026-06-302026-07-23

TSLA TESLA INC5.6K shares11.70%2026-06-302026-07-23

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC7.0K shares0.00%2026-06-302026-07-23

DIS DISNEY WALT CO23.9K shares6.32%2026-06-302026-07-23

FLNG FLEX LNG LTD82.6K shares1.43%2026-06-302026-07-23

DCI DONALDSON INC25.2K shares5.74%2026-06-302026-07-23

CAH CARDINAL HEALTH INC9.4K shares-1.00%2026-06-302026-07-23

LNC LINCOLN NATL CORP IND63.2K shares1.01%2026-06-302026-07-23

QQA INVESCO ACTIVELY MANAGED EXC38.5K shares12.49%2026-06-302026-07-23

GLD SPDR GOLD TR6.0K shares2.00%2026-06-302026-07-23

Sponsored

3M CO 3M CO13.5K shares-0.98%2026-06-302026-07-23

EXPD EXPEDITORS INTL WASH INC13.3K shares-0.75%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR58.3K shares3.93%2026-06-302026-07-23

KIM KIMCO REALTY CORP82.9K shares3.88%2026-06-302026-07-23

SCHD SCHWAB STRATEGIC TR66.0K shares5.47%2026-06-302026-07-23

GSK PLC GSK PLC39.4K shares-1.86%2026-06-302026-07-23

NWE NORTHWESTERN ENERGY GROUP IN28.3K shares0.00%2026-06-302026-07-23

KR KROGER CO36.3K shares0.01%2026-06-302026-07-23

Sponsored

LOW LOWES COS INC9.0K shares2.26%2026-06-302026-07-23

DGX QUEST DIAGNOSTICS INC9.4K shares0.48%2026-06-302026-07-23

ETV EATON VANCE TAX-MANAGED BUY-133.4K shares2.30%2026-06-302026-07-23

STM STMICROELECTRONICS N V26.3K shares10.05%2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP17.5K shares7.39%2026-06-302026-07-23

MSI MOTOROLA SOLUTIONS INC4.7K shares33.94%2026-06-302026-07-23

PRU PRUDENTIAL FINL INC17.9K shares2.14%2026-06-302026-07-23

ALB ALBEMARLE CORP14.0K shares1.51%2026-06-302026-07-23

Sponsored

ZOETIS INC ZOETIS INC26.4K sharesnew addition2026-06-302026-07-23

INGR INGREDION INC19.9K shares1.45%2026-06-302026-07-23

HDB HDFC BANK LTD72.1K shares-0.52%2026-06-302026-07-23

ALCO ALICO INC44.8K shares-4.06%2026-06-302026-07-23

ORI OLD REP INTL CORP45.0K shares2.11%2026-06-302026-07-23

AFL AFLAC INC15.4K shares-0.13%2026-06-302026-07-23

COP CONOCOPHILLIPS16.8K shares1.54%2026-06-302026-07-23

CUBE CUBESMART43.2K shares4.16%2026-06-302026-07-23

Sponsored

PSA PUBLIC STORAGE5.3K shares-3.48%2026-06-302026-07-23

TSN TYSON FOODS INC29.2K shares2.38%2026-06-302026-07-23

BR BROADRIDGE FINL SOLUTIONS IN11.7K shares15.61%2026-06-302026-07-23

IWM ISHARES TR5.4K shares7.13%2026-06-302026-07-23

SAFT SAFETY INS GROUP INC21.5K shares5.02%2026-06-302026-07-23

IYT ISHARES TR18.3K shares3.10%2026-06-302026-07-23

VSS VANGUARD INTL EQUITY INDEX F10.0K shares2.82%2026-06-302026-07-23

ADM ARCHER DANIELS MIDLAND CO20.3K shares-0.94%2026-06-302026-07-23

Sponsored

SCHM SCHWAB STRATEGIC TR41.9K shares1.84%2026-06-302026-07-23

VCIT VANGUARD SCOTTSDALE FDS18.5K shares2.30%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST18.3K shares-4.76%2026-06-302026-07-23

AVA AVISTA CORP36.4K shares6.98%2026-06-302026-07-23

NVO NOVO-NORDISK A S30.9K shares27.53%2026-06-302026-07-23

ASR GRUPO AEROPORTUARIO DEL SURE4.8K shares8.27%2026-06-302026-07-23

CRS CARPENTER TECHNOLOGY CORP2.4K shares0.00%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS18.3K shares0.12%2026-06-302026-07-23

Sponsored

SHYG ISHARES TR33.6K shares-4.68%2026-06-302026-07-23

BHB BAR HBR BANKSHARES37.4K shares0.00%2026-06-302026-07-23

ET ENERGY TRANSFER L P72.0K shares1.26%2026-06-302026-07-23

ARES CAPITAL CORP ARES CAPITAL CORP73.6K shares-3.09%2026-06-302026-07-23

BAC BANK OF AMER CORP23.9K shares1.81%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.6K shares-0.94%2026-06-302026-07-23

DGRO ISHARES TR17.6K shares-0.40%2026-06-302026-07-23

IVOO VANGUARD ADMIRAL FDS INC10.2K shares0.00%2026-06-302026-07-23

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE13.3K shares-1.12%2026-06-302026-07-23

IEMG ISHARES INC16.0K shares5.96%2026-06-302026-07-23

CCI CROWN CASTLE INC17.5K shares1.06%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN5.8K shares-0.58%2026-06-302026-07-23

PNW PINNACLE WEST CAP CORP12.2K shares5.71%2026-06-302026-07-23

HTGC HERCULES CAPITAL INC82.6K shares3.36%2026-06-302026-07-23

O REALTY INCOME CORP20.4K shares-0.62%2026-06-302026-07-23

IBDW ISHARES TR60.3K shares3.40%2026-06-302026-07-23

Sponsored

PAC GRUPO AEROPORTUNARIO DEL PAC5.0K shares-1.98%2026-06-302026-07-23

TIP ISHARES TR11.3K shares22.31%2026-06-302026-07-23

LAMR LAMAR ADVERTISING CO7.9K shares0.00%2026-06-302026-07-23

VB VANGUARD INDEX FDS4.0K shares-0.25%2026-06-302026-07-23

CQP CHENIERE ENERGY PARTNERS L P20.0K shares0.00%2026-06-302026-07-23

APH AMPHENOL CORP6.8K shares7.31%2026-06-302026-07-23

VNOM VIPER ENERGY INC28.2K shares27.52%2026-06-302026-07-23

OEF ISHARES TR3.3K shares0.00%2026-06-302026-07-23

Sponsored

FDX FEDEX CORP3.8K shares-0.05%2026-06-302026-07-23

FTSM FIRST TR EXCHANGE-TRADED FD19.7K shares-15.11%2026-06-302026-07-23

GIS GENERAL MILLS INC33.6K shares14.91%2026-06-302026-07-23

SWK STANLEY BLACK & DECKER INC12.4K shares-4.34%2026-06-302026-07-23

IWV ISHARES TR2.7K shares0.00%2026-06-302026-07-23

IGV ISHARES TR12.8K shares84.29%2026-06-302026-07-23

HOMB HOME BANCSHARES INC40.5K shares-0.26%2026-06-302026-07-23

RY ROYAL BK CDA5.3K shares-8.87%2026-06-302026-07-23

Sponsored

DFUS DIMENSIONAL ETF TRUST13.2K shares0.00%2026-06-302026-07-23

TJX TJX COS INC NEW7.1K shares0.28%2026-06-302026-07-23

LW LAMB WESTON HLDGS INC24.8K shares3.79%2026-06-302026-07-23

LOGI LOGITECH INTL S A11.3K shares0.62%2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L28.7K shares0.70%2026-06-302026-07-23

CHD CHURCH & DWIGHT CO INC10.9K shares2.35%2026-06-302026-07-23

EPI WISDOMTREE TR24.2K shares0.00%2026-06-302026-07-23

ESP ESPEY MFG & ELECTRS CORP15.3K shares2.67%2026-06-302026-07-23

Sponsored

CTO CTO RLTY GROWTH INC NEW47.5K shares-0.88%2026-06-302026-07-23

ENB ENBRIDGE INC18.6K shares-1.23%2026-06-302026-07-23

LONZ PIMCO ETF TR20.3K shares0.49%2026-06-302026-07-23

DLB DOLBY LABORATORIES INC18.7K shares-10.15%2026-06-302026-07-23

DEO DIAGEO PLC11.9K shares-6.13%2026-06-302026-07-23

DFAE DIMENSIONAL ETF TRUST23.5K shares0.00%2026-06-302026-07-23

IHAK ISHARES TR15.5K shares-3.12%2026-06-302026-07-23

UGI UGI CORP NEW26.9K shares-0.34%2026-06-302026-07-23

Sponsored

OZK BANK OZK LITTLE ROCK ARK17.9K shares13.79%2026-06-302026-07-23

VOOV VANGUARD ADMIRAL FDS INC4.2K shares0.00%2026-06-302026-07-23

FSUN FIRSTSUN CAP BANCORP23.9K sharesnew addition2026-06-302026-07-23

ARE ALEXANDRIA REAL ESTATE EQ IN17.2K shares-4.31%2026-06-302026-07-23

TS TENARIS S A16.6K shares-0.60%2026-06-302026-07-23

TECH BIO-TECHNE CORP13.0K shares0.00%2026-06-302026-07-23

SRLN SSGA ACTIVE ETF TR22.6K shares-3.11%2026-06-302026-07-23

DG DOLLAR GEN CORP7.8K shares11.75%2026-06-302026-07-23

Sponsored

QUS SPDR SERIES TRUST4.8K shares0.00%2026-06-302026-07-23

OMC OMNICOM GROUP INC12.2K shares-6.72%2026-06-302026-07-23

VUSB VANGUARD BD INDEX FDS17.6K shares0.00%2026-06-302026-07-23

CARR CARRIER GLOBAL CORPORATION12.0K shares0.13%2026-06-302026-07-23

NEAR ISHARES U S ETF TR17.2K shares-0.58%2026-06-302026-07-23

TFC TRUIST FINL CORP17.4K shares2.79%2026-06-302026-07-23

DVY ISHARES TR5.5K shares5.37%2026-06-302026-07-23

FNLC FIRST BANCORP INC ME24.7K shares4.66%2026-06-302026-07-23

Sponsored

USHY ISHARES TR23.0K shares-0.58%2026-06-302026-07-23

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC19.1K shares0.00%2026-06-302026-07-23

ULST SSGA ACTIVE ETF TR20.9K shares0.00%2026-06-302026-07-23

WSM WILLIAMS SONOMA INC3.6K shares0.50%2026-06-302026-07-23

ISHARES TR ISHARES TR8.7K shares4.80%2026-06-302026-07-23

QQQM INVESCO EXCH TRADED FD TR II2.8K shares9.48%2026-06-302026-07-23

STAG STAG INDUSTRIAL INC21.8K shares8.18%2026-06-302026-07-23

OTEX OPEN TEXT CORP37.2K shares22.60%2026-06-302026-07-23

Sponsored

CLX CLOROX CO DEL8.6K shares36.37%2026-06-302026-07-23

NDAQ NASDAQ INC10.4K shares1.07%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC3.7K sharesnew addition2026-06-302026-07-23

SUNC SUNOCOCORP LLC12.1K shares40.52%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.6K sharesnew addition2026-06-302026-07-23

SHYD VANECK ETF TRUST35.1K shares1.89%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC2.3K shares0.43%2026-06-302026-07-23

FAST FASTENAL CO16.5K shares-2.94%2026-06-302026-07-23

Sponsored

NEA NUVEEN AMT FREE QLTY MUN INC66.4K shares0.00%2026-06-302026-07-23

IYW ISHARES TR3.1K shares-3.13%2026-06-302026-07-23

VIG VANGUARD SPECIALIZED FUNDS3.2K shares2.38%2026-06-302026-07-23

GLPI GAMING & LEISURE P16.9K shares6.94%2026-06-302026-07-23

CME CME GROUP INC3.4K shares13.30%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC735 shares23.95%2026-06-302026-07-23

VUG VANGUARD INDEX FDS8.6K shares572.68%2026-06-302026-07-23

ELV ELEVANCE HEALTH INC FORMERLY1.9K shares0.00%2026-06-302026-07-23

Sponsored

ABM ABM INDS INC16.2K shares8.06%2026-06-302026-07-23

REG REGENCY CTRS CORP8.8K shares-1.17%2026-06-302026-07-23

HUN HUNTSMAN CORP65.8K shares14.14%2026-06-302026-07-23

HLI HOULIHAN LOKEY INC5.2K shares16.85%2026-06-302026-07-23

MPC MARATHON PETE CORP2.7K shares1.00%2026-06-302026-07-23

MO ALTRIA GROUP INC9.3K shares-0.54%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC3.7K shares-1.59%2026-06-302026-07-23

CW CURTISS WRIGHT CORP889 sharesnew addition2026-06-302026-07-23

Sponsored

HYMB SPDR SERIES TRUST26.5K shares0.00%2026-06-302026-07-23

GE GE AEROSPACE1.8K shares-0.28%2026-06-302026-07-23

DFLV DIMENSIONAL ETF TRUST16.8K shares0.00%2026-06-302026-07-23

MS MORGAN STANLEY3.2K shares0.48%2026-06-302026-07-23

CVS CVS HEALTH CORP6.3K shares-0.32%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR12.2K shares4.73%2026-06-302026-07-23

DABS DOUBLELINE ETF TRUST12.7K shares12.86%2026-06-302026-07-23

SYK STRYKER CORPORATION2.0K shares0.79%2026-06-302026-07-23

Sponsored

ACWI ISHARES TR4.1K shares0.00%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC15.1K shares25.84%2026-06-302026-07-23

ORLY OREILLY AUTOMOTIVE INC6.9K shares0.00%2026-06-302026-07-23

TMO THERMO FISHER SCIENTIFIC INC1.3K shares-3.45%2026-06-302026-07-23

SUSA ISHARES TR4.1K sharesnew addition2026-06-302026-07-23

EMA EMERA INC11.9K shares9.20%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC1.5K shares3.38%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST11.3K shares0.00%2026-06-302026-07-23

Sponsored

IWF ISHARES TR5.0K shares299.92%2026-06-302026-07-23

IJJ ISHARES TR4.2K shares0.02%2026-06-302026-07-23

MC MOELIS & CO9.3K shares0.00%2026-06-302026-07-23

MLPA GLOBAL X FDS11.3K shares17.18%2026-06-302026-07-23

NWBI NORTHWEST BANCSHARES INC39.2K shares1.55%2026-06-302026-07-23

VXUS VANGUARD STAR FDS6.8K shares-8.83%2026-06-302026-07-23

GEN GEN DIGITAL INC23.4K shares-1.27%2026-06-302026-07-23

WFC WELLS FARGO & CO6.9K shares7.84%2026-06-302026-07-23

Sponsored

HWKN HAWKINS INC4.0K shares0.00%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP1.6K shares2.75%2026-06-302026-07-23

VTR VENTAS INC6.2K shares-10.12%2026-06-302026-07-23

VONV VANGUARD SCOTTSDALE FDS5.2K shares17.16%2026-06-302026-07-23

ETN EATON CORP PLC1.3K shares6.27%2026-06-302026-07-23

VO VANGUARD INDEX FDS6.7K shares305.82%2026-06-302026-07-23

CAG CONAGRA BRANDS INC39.9K shares-23.59%2026-06-302026-07-23

IBDU ISHARES TR23.0K shares-3.24%2026-06-302026-07-23

Sponsored

SHOP SHOPIFY INC4.7K shares-0.73%2026-06-302026-07-23

YUM YUM BRANDS INC3.3K shares0.00%2026-06-302026-07-23

BINC BLACKROCK ETF TRUST II10.1K shares2.02%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.7.4K shares8.35%2026-06-302026-07-23

INTC INTEL CORP3.8K sharesnew addition2026-06-302026-07-23

ACWX ISHARES TR6.9K shares0.00%2026-06-302026-07-23

QDEF FLEXSHARES TR5.9K shares0.00%2026-06-302026-07-23

FAF FIRST AMERN FINL CORP7.4K shares0.00%2026-06-302026-07-23

Sponsored

SCHG SCHWAB STRATEGIC TR14.7K shares35.66%2026-06-302026-07-23

GSIE GOLDMAN SACHS ETF TR10.8K shares0.00%2026-06-302026-07-23

IROC INVESCO ACTIVELY MANAGED EXC9.6K shares55.11%2026-06-302026-07-23

PAA PLAINS ALL AMERN PIPELINE L22.0K shares0.00%2026-06-302026-07-23

EVRG EVERGY INC5.7K shares3.13%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR2.6K shares35.37%2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP953 shares0.00%2026-06-302026-07-23

MZTI MARZETTI COMPANY4.2K shares5.96%2026-06-302026-07-23

Sponsored

GEV GE VERNOVA INC410 shares3.02%2026-06-302026-07-23

HDV ISHARES TR17.4K shares388.79%2026-06-302026-07-23

F FORD MTR CO34.1K shares-2.43%2026-06-302026-07-23

FHN FIRST HORIZON CORPORATION18.3K shares0.00%2026-06-302026-07-23

PFF ISHARES TR15.4K shares-0.80%2026-06-302026-07-23

COF CAPITAL ONE FINL CORP2.3K shares0.00%2026-06-302026-07-23

BE BLOOM ENERGY CORP1.5K shares0.13%2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC1.1K shares-1.04%2026-06-302026-07-23

Sponsored

BHP BHP BILLITON LIMITED5.4K shares0.93%2026-06-302026-07-23

SNY SANOFI SA10.3K shares-0.24%2026-06-302026-07-23

FIBK FIRST INTST BANCSYSTEM INC11.3K shares17.08%2026-06-302026-07-23

FMNY FIRST TR EXCH TRADED FD III16.2K shares0.00%2026-06-302026-07-23

WRB BERKLEY W R CORP6.1K shares-3.18%2026-06-302026-07-23

SCYB SCHWAB STRATEGIC TR16.4K shares11.97%2026-06-302026-07-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.6K shares-6.48%2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC1.5K shares0.39%2026-06-302026-07-23

Sponsored

WSBC WESBANCO INC10.6K shares0.00%2026-06-302026-07-23

DHR DANAHER CORP DEL2.2K shares-0.14%2026-06-302026-07-23

NVT NVENT ELEC PLC2.5K shares0.00%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.6K shares-21.87%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC1.4K sharesnew addition2026-06-302026-07-23

IBDV ISHARES TR18.8K shares-3.49%2026-06-302026-07-23

INDA ISHARES TR8.3K shares-6.78%2026-06-302026-07-23

FMB FIRST TR EXCH TRADED FD III7.9K sharesnew addition2026-06-302026-07-23

Sponsored

PNC PNC FINL SVCS GROUP INC1.6K shares2.05%2026-06-302026-07-23

VTV VANGUARD INDEX FDS1.8K shares0.33%2026-06-302026-07-23

SPDW SPDR INDEX SHS FDS7.9K shares-0.31%2026-06-302026-07-23

MKC MCCORMICK & CO INC7.9K shares-12.49%2026-06-302026-07-23

SDVY FIRST TR EXCHANGE TRADED FD9.2K shares0.00%2026-06-302026-07-23

NKE NIKE INC9.6K shares-6.81%2026-06-302026-07-23

IAU ISHARES GOLD TR5.2K shares0.00%2026-06-302026-07-23

PPA INVESCO EXCHANGE TRADED FD T2.2K shares4.54%2026-06-302026-07-23

Sponsored

CL COLGATE PALMOLIVE CO4.3K shares24.56%2026-06-302026-07-23

NUV NUVEEN MUN VALUE FD INC42.0K shares0.00%2026-06-302026-07-23

SLV ISHARES SILVER TR7.3K shares0.00%2026-06-302026-07-23

BXMT BLACKSTONE MORTGAGE TRUST IN22.8K shares8.32%2026-06-302026-07-23

NFRA FLEXSHARES TR6.0K shares0.00%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC501 sharesnew addition2026-06-302026-07-23

QUAL ISHARES TR1.7K shares0.00%2026-06-302026-07-23

SJM SMUCKER J M CO3.4K shares-32.87%2026-06-302026-07-23

Sponsored

VLO VALERO ENERGY CORP1.4K shares0.14%2026-06-302026-07-23

KNG FIRST TR EXCHANGE-TRADED FD7.3K shares3.14%2026-06-302026-07-23

FDS FACTSET RESH SYS INC1.6K shares-37.63%2026-06-302026-07-23

FDRR FIDELITY COVINGTON TRUST5.6K shares0.00%2026-06-302026-07-23

SBSI SOUTHSIDE BANCSHARES INC10.2K shares2.00%2026-06-302026-07-23

IUSV ISHARES TR3.3K shares3.17%2026-06-302026-07-23

VYM VANGUARD WHITEHALL FDS2.2K shares-3.16%2026-06-302026-07-23

AMT AMERICAN TOWER CORP2.1K shares0.57%2026-06-302026-07-23

Sponsored

IWP ISHARES TR2.4K shares0.00%2026-06-302026-07-23

DFEM DIMENSIONAL ETF TRUST8.4K shares0.00%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR2.9K shares29.34%2026-06-302026-07-23

AVEM AMERICAN CENTY ETF TR3.5K shares2.98%2026-06-302026-07-23

SOXX ISHARES TR517 sharesnew addition2026-06-302026-07-23

BKLN INVESCO EXCH TRADED FD TR II16.3K shares-2.40%2026-06-302026-07-23

IBDT ISHARES TR13.1K shares-2.96%2026-06-302026-07-23

GNTX GENTEX CORP12.9K shares-0.77%2026-06-302026-07-23

Sponsored

CCU COMPANIA CERVECERIAS UNIDAS29.1K shares-0.51%2026-06-302026-07-23

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION2.2K shares19.33%2026-06-302026-07-23

CNQ CANADIAN NAT RES LTD MED TER8.1K shares0.00%2026-06-302026-07-23

FNDE SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-23

AGM FEDERAL AGRIC MTG CORP1.6K shares10.62%2026-06-302026-07-23

XLV SELECT SECTOR SPDR TR1.9K shares30.05%2026-06-302026-07-23

PSX PHILLIPS 661.8K shares1.06%2026-06-302026-07-23

SPSB SPDR SERIES TRUST9.9K shares3.12%2026-06-302026-07-23

Sponsored

SHEL SHELL PLC3.8K shares2.57%2026-06-302026-07-23

DFAI DIMENSIONAL ETF TRUST7.2K shares0.00%2026-06-302026-07-23

DFAC DIMENSIONAL ETF TRUST6.7K shares0.00%2026-06-302026-07-23

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-06-302026-07-23

FITB FIFTH THIRD BANCORP5.1K sharesnew addition2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC401 shares0.00%2026-06-302026-07-23

AMERIPRISE FINL INC AMERIPRISE FINL INC623 shares1.47%2026-06-302026-07-23

CP CANADIAN PACIFIC KANSAS CITY3.3K shares0.00%2026-06-302026-07-23

Sponsored

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC1.9K sharesnew addition2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC569 shares0.00%2026-06-302026-07-23

EXR EXTRA SPACE STORAGE INC1.9K shares-2.39%2026-06-302026-07-23

EQIX EQUINIX INC264 shares0.00%2026-06-302026-07-23

OKE ONEOK INC NEW3.1K shares0.00%2026-06-302026-07-23

FLOT ISHARES TR5.3K shares3.94%2026-06-302026-07-23

IBDX ISHARES TR10.6K shares24.73%2026-06-302026-07-23

SPIB SPDR SERIES TRUST7.9K sharesnew addition2026-06-302026-07-23

Sponsored

EEMV ISHARES INC3.4K shares-4.17%2026-06-302026-07-23

MTUM ISHARES TR752 sharesnew addition2026-06-302026-07-23

VOX VANGUARD WORLD FD1.4K shares21.91%2026-06-302026-07-23

VHT VANGUARD WORLD FD850 shares0.00%2026-06-302026-07-23

IBDS ISHARES TR10.5K shares-0.38%2026-06-302026-07-23

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION2.3K shares0.00%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO737 shares3.22%2026-06-302026-07-23

DRI DARDEN RESTAURANTS INC1.2K shares1.24%2026-06-302026-07-23

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2026-06-302026-07-23

MET METLIFE INC2.9K shares0.00%2026-06-302026-07-23

ETR ENTERGY CORP NEW2.1K sharesnew addition2026-06-302026-07-23

BIL SPDR SERIES TRUST2.6K shares-3.83%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP374 sharesnew addition2026-06-302026-07-23

FLRN SPDR SERIES TRUST7.7K shares0.00%2026-06-302026-07-23

PHM PULTE GROUP INC1.7K sharesnew addition2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS4.5K shares0.00%2026-06-302026-07-23

Sponsored

AOA ISHARES TR2.3K shares0.00%2026-06-302026-07-23

INCY INCYTE CORP2.0K sharesnew addition2026-06-302026-07-23

MDLZ MONDELEZ INTL INC3.9K shares-29.42%2026-06-302026-07-23

PRF INVESCO EXCHANGE TRADED FD T4.1K sharesnew addition2026-06-302026-07-23

XLF SELECT SECTOR SPDR TR4.2K sharesnew addition2026-06-302026-07-23

ESML ISHARES TR4.0K sharesnew addition2026-06-302026-07-23

DOMINION ENERGY INC DOMINION ENERGY INC3.2K shares0.12%2026-06-302026-07-23

DFIV DIMENSIONAL ETF TRUST4.0K shares-2.30%2026-06-302026-07-23

Sponsored

SCZ ISHARES TR2.6K shares0.00%2026-06-302026-07-23

SYY SYSCO CORP2.6K sharesnew addition2026-06-302026-07-23

BOXX EA SERIES TRUST1.8K shares0.00%2026-06-302026-07-23

JD JD.COM INC8.3K sharesnew addition2026-06-302026-07-23

OMF ONEMAIN HLDGS INC3.5K sharesnew addition2026-06-302026-07-23

BND VANGUARD BD INDEX FDS2.9K shares0.00%2026-06-302026-07-23

FE FIRSTENERGY CORP4.5K shares-20.93%2026-06-302026-07-23

BNS BANK NOVA SCOTIA B C2.4K sharesnew addition2026-06-302026-07-23

Sponsored

T AT&T INC9.9K shares27.34%2026-06-302026-07-23

IRM IRON MTN INC DEL1.6K sharesnew addition2026-06-302026-07-23

UBSI UNITED BANKSHARES INC WEST V4.4K sharesnew addition2026-06-302026-07-23

MPLX MPLX LP3.6K shares0.00%2026-06-302026-07-23

FERG FERGUSON ENTERPRISES INC849 sharesnew addition2026-06-302026-07-23

TDY TELEDYNE TECHNOLOGIES INC303 sharesnew addition2026-06-302026-07-23

MCK MCKESSON CORP265 shares-1.49%2026-06-302026-07-23

JPC NUVEEN PFD & INCOME OPPORTUN11.7K sharesnew addition2026-06-302026-07-23

Sponsored

SNDL SNDL INC10.0K shares0.00%2026-06-302026-07-23

IVVD INVIVYD INC10.0K shares0.00%2026-06-302026-07-23

AAPL

APPLE INC

0.74%

Shares185.1K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

-5.65%

Shares194.4K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.04%

Shares93.5K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-2.72%

Shares109.2K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

-11.23%

Shares30.3K

Event2026-06-30

Filed2026-07-23

ISHARES TR

1.33%

Shares43.7K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

1.61%

Shares1.1M

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

6.31%

Shares80.6K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

-5.87%

Shares67.3K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

0.30%

Shares40.6K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

-4.16%

Shares33.9K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-7.86%

Shares40.4K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.61%

Shares59.6K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

872.91%

Shares65.8K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

1.46%

Shares492.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

1.94%

Shares50.0K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

4.81%

Shares80.9K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

1.48%

Shares49.2K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

-2.17%

Shares134.3K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

-1.00%

Shares39.3K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

1.85%

Shares12.8K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

0.56%

Shares104.8K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

1.80%

Shares58.4K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

-0.47%

Shares182.2K

Event2026-06-30

Filed2026-07-23

MINT

PIMCO ETF TR

14.24%

Shares137.3K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-0.27%

Shares106.5K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

699.99%

Shares112.7K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

6.74%

Shares37.8K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

0.56%

Shares52.2K

Event2026-06-30

Filed2026-07-23

IGF

ISHARES TR

2.45%

Shares192.9K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

0.11%

Shares35.2K

Event2026-06-30

Filed2026-07-23

IGIB

ISHARES TR

10.44%

Shares237.8K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

0.85%

Shares48.1K

Event2026-06-30

Filed2026-07-23

PFFD

GLOBAL X FDS

6.76%

Shares632.1K

Event2026-06-30

Filed2026-07-23

REET

ISHARES TR

3.62%

Shares422.6K

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

1.26%

Shares131.6K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

0.70%

Shares69.9K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

-2.39%

Shares10.6K

Event2026-06-30

Filed2026-07-23

PKG

PACKAGING CORP AMER

0.73%

Shares42.7K

Event2026-06-30

Filed2026-07-23

RIO

RIO TINTO PLC

-0.72%

Shares106.6K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

-0.28%

Shares60.3K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

-2.56%

Shares8.9K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

4.14%

Shares108.3K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

-0.46%

Shares31.5K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

2.77%

Shares26.4K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

4.43%

Shares12.4K

Event2026-06-30

Filed2026-07-23

BIV

VANGUARD BD INDEX FDS

14.00%

Shares119.0K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

-0.10%

Shares126.6K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

0.60%

Shares25.7K

Event2026-06-30

Filed2026-07-23

CANADIAN IMPERIAL BANK OF CO

-1.45%

Shares74.1K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

1.82%

Shares8.9K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

2.67%

Shares35.5K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

0.38%

Shares4.2K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

1.89%

Shares56.1K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

3.32%

Shares14.4K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

6.44%

Shares75.3K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

1.42%

Shares55.1K

Event2026-06-30

Filed2026-07-23

DLR

DIGITAL RLTY TR INC

0.57%

Shares44.4K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

6.18%

Shares64.8K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

7.97%

Shares81.6K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

1.19%

Shares66.3K

Event2026-06-30

Filed2026-07-23

PAYX

PAYCHEX INC

3.18%

Shares75.9K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

0.96%

Shares77.5K

Event2026-06-30

Filed2026-07-23

CORTEVA INC

-1.44%

Shares87.4K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

2.08%

Shares14.5K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

-0.59%

Shares38.9K

Event2026-06-30

Filed2026-07-23

BWXT

BWX TECHNOLOGIES INC

-0.66%

Shares37.7K

Event2026-06-30

Filed2026-07-23

WSO

WATSCO INC

-0.03%

Shares17.4K

Event2026-06-30

Filed2026-07-23

LDOS

LEIDOS HOLDINGS INC

23.72%

Shares69.1K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-1.86%

Shares70.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.08%

Shares18.4K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

1.08%

Shares35.7K

Event2026-06-30

Filed2026-07-23

SAP

SAP SE

13.39%

Shares41.4K

Event2026-06-30

Filed2026-07-23

MICROCHIP TECHNOLOGY INC.

-0.27%

Shares69.6K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

1.11%

Shares103.6K

Event2026-06-30

Filed2026-07-23

SIMO

SILICON MOTION TECHNOLOGY CO

-2.52%

Shares16.8K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

4.69%

Shares18.0K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

0.11%

Shares36.8K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

3.78%

Shares12.6K

Event2026-06-30

Filed2026-07-23

IGSB

ISHARES TR

36.73%

Shares98.6K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

2.99%

Shares89.4K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

-0.24%

Shares31.0K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

0.06%

Shares18.3K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

4.91%

Shares62.5K

Event2026-06-30

Filed2026-07-23

EMXC

ISHARES INC

1.09%

Shares47.9K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

0.75%

Shares17.3K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

8.53%

Shares21.8K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

-1.09%

Shares100.1K

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

-1.44%

Shares24.7K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.36%

Shares9.3K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

0.54%

Shares8.9K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

-0.83%

Shares159.8K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR

1.96%

Shares153.8K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

10.67%

Shares41.8K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

4.11%

Shares6.0K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-4.78%

Shares43.1K

Event2026-06-30

Filed2026-07-23

COCA COLA CO

1.49%

Shares51.8K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

-0.38%

Shares26.1K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

6.60%

Shares30.2K

Event2026-06-30

Filed2026-07-23

JXN

JACKSON FINANCIAL INC

0.00%

Shares39.9K

Event2026-06-30

Filed2026-07-23

INFY

INFOSYS LTD

-10.89%

Shares386.9K

Event2026-06-30

Filed2026-07-23

VWOB

VANGUARD WHITEHALL FDS

20.56%

Shares58.3K

Event2026-06-30

Filed2026-07-23

TEL

TE CONNECTIVITY PLC

6.73%

Shares19.3K

Event2026-06-30

Filed2026-07-23

MBB

ISHARES TR

11.89%

Shares40.9K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

-0.63%

Shares62.6K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP

0.24%

Shares28.5K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

-19.48%

Shares29.0K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

-0.28%

Shares10.5K

Event2026-06-30

Filed2026-07-23

ORIX CORP

0.38%

Shares93.6K

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES TR

-1.23%

Shares36.9K

Event2026-06-30

Filed2026-07-23

SPMD

SPDR SERIES TRUST

0.17%

Shares51.6K

Event2026-06-30

Filed2026-07-23

SUB

ISHARES TR

-4.56%

Shares32.2K

Event2026-06-30

Filed2026-07-23

GII

SPDR INDEX SHS FDS

1.93%

Shares44.6K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

-1.76%

Shares25.4K

Event2026-06-30

Filed2026-07-23

VISA INC

10.44%

Shares9.3K

Event2026-06-30

Filed2026-07-23

GPC

GENUINE PARTS CO

4.35%

Shares26.3K

Event2026-06-30

Filed2026-07-23

AGILENT TECHNOLOGIES INC

1.54%

Shares23.4K

Event2026-06-30

Filed2026-07-23

UNM

UNUM GROUP

4.52%

Shares34.6K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

2.97%

Shares34.0K

Event2026-06-30

Filed2026-07-23

MLPX

GLOBAL X FDS

1.29%

Shares41.6K

Event2026-06-30

Filed2026-07-23

YUMC

YUM CHINA HLDGS INC

11.43%

Shares74.9K

Event2026-06-30

Filed2026-07-23

BMO

BANK MONTREAL MEDIUM

-0.29%

Shares17.3K

Event2026-06-30

Filed2026-07-23

MDY

STATE STR SPDR S&P MIDCAP 40

-0.35%

Shares4.3K

Event2026-06-30

Filed2026-07-23

SPSM

SPDR SERIES TRUST

-0.01%

Shares52.6K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.87%

Shares4.8K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

3.94%

Shares11.0K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR

-0.45%

Shares26.4K

Event2026-06-30

Filed2026-07-23

SON

SONOCO PRODS CO

0.32%

Shares51.3K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

-0.55%

Shares9.0K

Event2026-06-30

Filed2026-07-23

LECO

LINCOLN ELEC HLDGS INC

3.74%

Shares10.4K

Event2026-06-30

Filed2026-07-23

ALIBABA GROUP HLDG LTD

8.97%

Shares28.4K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD BD INDEX FDS

4.52%

Shares35.3K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

3.73%

Shares2.8K

Event2026-06-30

Filed2026-07-23

XLC

SELECT SECTOR SPDR TR

3.53%

Shares25.6K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

4.69%

Shares113.5K

Event2026-06-30

Filed2026-07-23

EMDM

FIRST TR EXCHANGE-TRADED FD

8.13%

Shares63.0K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

3.83%

Shares2.9K

Event2026-06-30

Filed2026-07-23

HII

HUNTINGTON INGALLS INDS INC

0.29%

Shares9.6K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

0.00%

Shares25.8K

Event2026-06-30

Filed2026-07-23

HESM

HESS MIDSTREAM LP

1.07%

Shares71.1K

Event2026-06-30

Filed2026-07-23

UNILEVER PLC

-1.67%

Shares44.3K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

1.20%

Shares6.1K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD MUN BD FDS

7.37%

Shares51.7K

Event2026-06-30

Filed2026-07-23

RPM

RPM INTL INC

4.34%

Shares23.5K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

-0.83%

Shares8.8K

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE IN

16.71%

Shares20.8K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

0.82%

Shares5.5K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC DEL

1.23%

Shares77.8K

Event2026-06-30

Filed2026-07-23

CRM

SALESFORCE INC

-19.22%

Shares15.7K

Event2026-06-30

Filed2026-07-23

DCRE

DOUBLELINE ETF TRUST

4.34%

Shares46.9K

Event2026-06-30

Filed2026-07-23

OMAB

GRUPO AEROPORTUARIO DEL CENT

-0.59%

Shares21.2K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

11.70%

Shares5.6K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

6.32%

Shares23.9K

Event2026-06-30

Filed2026-07-23

FLNG

FLEX LNG LTD

1.43%

Shares82.6K

Event2026-06-30

Filed2026-07-23

DCI

DONALDSON INC

5.74%

Shares25.2K

Event2026-06-30

Filed2026-07-23

CAH

CARDINAL HEALTH INC

-1.00%

Shares9.4K

Event2026-06-30

Filed2026-07-23

LNC

LINCOLN NATL CORP IND

1.01%

Shares63.2K

Event2026-06-30

Filed2026-07-23

QQA

INVESCO ACTIVELY MANAGED EXC

12.49%

Shares38.5K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

2.00%

Shares6.0K

Event2026-06-30

Filed2026-07-23

3M CO

-0.98%

Shares13.5K

Event2026-06-30

Filed2026-07-23

EXPD

EXPEDITORS INTL WASH INC

-0.75%

Shares13.3K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

3.93%

Shares58.3K

Event2026-06-30

Filed2026-07-23

KIM

KIMCO REALTY CORP

3.88%

Shares82.9K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

5.47%

Shares66.0K

Event2026-06-30

Filed2026-07-23

GSK PLC

-1.86%

Shares39.4K

Event2026-06-30

Filed2026-07-23

NWE

NORTHWESTERN ENERGY GROUP IN

0.00%

Shares28.3K

Event2026-06-30

Filed2026-07-23

KROGER CO

0.01%

Shares36.3K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

2.26%

Shares9.0K

Event2026-06-30

Filed2026-07-23

DGX

QUEST DIAGNOSTICS INC

0.48%

Shares9.4K

Event2026-06-30

Filed2026-07-23

ETV

EATON VANCE TAX-MANAGED BUY-

2.30%

Shares133.4K

Event2026-06-30

Filed2026-07-23

STM

STMICROELECTRONICS N V

10.05%

Shares26.3K

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

7.39%

Shares17.5K

Event2026-06-30

Filed2026-07-23

MSI

MOTOROLA SOLUTIONS INC

33.94%

Shares4.7K

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

2.14%

Shares17.9K

Event2026-06-30

Filed2026-07-23

ALB

ALBEMARLE CORP

1.51%

Shares14.0K

Event2026-06-30

Filed2026-07-23

ZOETIS INC

New

Shares26.4K

Event2026-06-30

Filed2026-07-23

INGR

INGREDION INC

1.45%

Shares19.9K

Event2026-06-30

Filed2026-07-23

HDB

HDFC BANK LTD

-0.52%

Shares72.1K

Event2026-06-30

Filed2026-07-23

ALCO

ALICO INC

-4.06%

Shares44.8K

Event2026-06-30

Filed2026-07-23

ORI

OLD REP INTL CORP

2.11%

Shares45.0K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

-0.13%

Shares15.4K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

1.54%

Shares16.8K

Event2026-06-30

Filed2026-07-23

CUBE

CUBESMART

4.16%

Shares43.2K

Event2026-06-30

Filed2026-07-23

PSA

PUBLIC STORAGE

-3.48%

Shares5.3K

Event2026-06-30

Filed2026-07-23

TSN

TYSON FOODS INC

2.38%

Shares29.2K

Event2026-06-30

Filed2026-07-23

BROADRIDGE FINL SOLUTIONS IN

15.61%

Shares11.7K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES TR

7.13%

Shares5.4K

Event2026-06-30

Filed2026-07-23

SAFT

SAFETY INS GROUP INC

5.02%

Shares21.5K

Event2026-06-30

Filed2026-07-23

IYT

ISHARES TR

3.10%

Shares18.3K

Event2026-06-30

Filed2026-07-23

VSS

VANGUARD INTL EQUITY INDEX F

2.82%

Shares10.0K

Event2026-06-30

Filed2026-07-23

ADM

ARCHER DANIELS MIDLAND CO

-0.94%

Shares20.3K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

1.84%

Shares41.9K

Event2026-06-30

Filed2026-07-23

VCIT

VANGUARD SCOTTSDALE FDS

2.30%

Shares18.5K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

-4.76%

Shares18.3K

Event2026-06-30

Filed2026-07-23

AVA

AVISTA CORP

6.98%

Shares36.4K

Event2026-06-30

Filed2026-07-23

NVO

NOVO-NORDISK A S

27.53%

Shares30.9K

Event2026-06-30

Filed2026-07-23

ASR

GRUPO AEROPORTUARIO DEL SURE

8.27%

Shares4.8K

Event2026-06-30

Filed2026-07-23

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

0.12%

Shares18.3K

Event2026-06-30

Filed2026-07-23

SHYG

ISHARES TR

-4.68%

Shares33.6K

Event2026-06-30

Filed2026-07-23

BHB

BAR HBR BANKSHARES

0.00%

Shares37.4K

Event2026-06-30

Filed2026-07-23

ENERGY TRANSFER L P

1.26%

Shares72.0K

Event2026-06-30

Filed2026-07-23

ARES CAPITAL CORP

-3.09%

Shares73.6K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

1.81%

Shares23.9K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-0.94%

Shares2.6K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES TR

-0.40%

Shares17.6K

Event2026-06-30

Filed2026-07-23

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-23

CCEP

COCA-COLA EUROPACIFIC PARTNE

-1.12%

Shares13.3K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

5.96%

Shares16.0K

Event2026-06-30

Filed2026-07-23

CCI

CROWN CASTLE INC

1.06%

Shares17.5K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

-0.58%

Shares5.8K

Event2026-06-30

Filed2026-07-23

PNW

PINNACLE WEST CAP CORP

5.71%

Shares12.2K

Event2026-06-30

Filed2026-07-23

HTGC

HERCULES CAPITAL INC

3.36%

Shares82.6K

Event2026-06-30

Filed2026-07-23

REALTY INCOME CORP

-0.62%

Shares20.4K

Event2026-06-30

Filed2026-07-23

IBDW

ISHARES TR

3.40%

Shares60.3K

Event2026-06-30

Filed2026-07-23

PAC

GRUPO AEROPORTUNARIO DEL PAC

-1.98%

Shares5.0K

Event2026-06-30

Filed2026-07-23

TIP

ISHARES TR

22.31%

Shares11.3K

Event2026-06-30

Filed2026-07-23

LAMR

LAMAR ADVERTISING CO

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

-0.25%

Shares4.0K

Event2026-06-30

Filed2026-07-23

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

7.31%

Shares6.8K

Event2026-06-30

Filed2026-07-23

VNOM

VIPER ENERGY INC

27.52%

Shares28.2K

Event2026-06-30

Filed2026-07-23

OEF

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

-0.05%

Shares3.8K

Event2026-06-30

Filed2026-07-23

FTSM

FIRST TR EXCHANGE-TRADED FD

-15.11%

Shares19.7K

Event2026-06-30

Filed2026-07-23

GIS

GENERAL MILLS INC

14.91%

Shares33.6K

Event2026-06-30

Filed2026-07-23

SWK

STANLEY BLACK & DECKER INC

-4.34%

Shares12.4K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

IGV

ISHARES TR

84.29%

Shares12.8K

Event2026-06-30

Filed2026-07-23

HOMB

HOME BANCSHARES INC

-0.26%

Shares40.5K

Event2026-06-30

Filed2026-07-23

ROYAL BK CDA

-8.87%

Shares5.3K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

0.28%

Shares7.1K

Event2026-06-30

Filed2026-07-23

LAMB WESTON HLDGS INC

3.79%

Shares24.8K

Event2026-06-30

Filed2026-07-23

LOGI

LOGITECH INTL S A

0.62%

Shares11.3K

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.70%

Shares28.7K

Event2026-06-30

Filed2026-07-23

CHD

CHURCH & DWIGHT CO INC

2.35%

Shares10.9K

Event2026-06-30

Filed2026-07-23

EPI

WISDOMTREE TR

0.00%

Shares24.2K

Event2026-06-30

Filed2026-07-23

ESP

ESPEY MFG & ELECTRS CORP

2.67%

Shares15.3K

Event2026-06-30

Filed2026-07-23

CTO

CTO RLTY GROWTH INC NEW

-0.88%

Shares47.5K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

-1.23%

Shares18.6K

Event2026-06-30

Filed2026-07-23

LONZ

PIMCO ETF TR

0.49%

Shares20.3K

Event2026-06-30

Filed2026-07-23

DLB

DOLBY LABORATORIES INC

-10.15%

Shares18.7K

Event2026-06-30

Filed2026-07-23

DEO

DIAGEO PLC

-6.13%

Shares11.9K

Event2026-06-30

Filed2026-07-23

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-23

IHAK

ISHARES TR

-3.12%

Shares15.5K

Event2026-06-30

Filed2026-07-23

UGI

UGI CORP NEW

-0.34%

Shares26.9K

Event2026-06-30

Filed2026-07-23

OZK

BANK OZK LITTLE ROCK ARK

13.79%

Shares17.9K

Event2026-06-30

Filed2026-07-23

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-23

FSUN

FIRSTSUN CAP BANCORP

New

Shares23.9K

Event2026-06-30

Filed2026-07-23

ARE

ALEXANDRIA REAL ESTATE EQ IN

-4.31%

Shares17.2K

Event2026-06-30

Filed2026-07-23

TENARIS S A

-0.60%

Shares16.6K

Event2026-06-30

Filed2026-07-23

TECH

BIO-TECHNE CORP

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-23

SRLN

SSGA ACTIVE ETF TR

-3.11%

Shares22.6K

Event2026-06-30

Filed2026-07-23

DOLLAR GEN CORP

11.75%

Shares7.8K

Event2026-06-30

Filed2026-07-23

QUS

SPDR SERIES TRUST

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-23

OMC

OMNICOM GROUP INC

-6.72%

Shares12.2K

Event2026-06-30

Filed2026-07-23

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares17.6K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION

0.13%

Shares12.0K

Event2026-06-30

Filed2026-07-23

NEAR

ISHARES U S ETF TR

-0.58%

Shares17.2K

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP

2.79%

Shares17.4K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES TR

5.37%

Shares5.5K

Event2026-06-30

Filed2026-07-23

FNLC

FIRST BANCORP INC ME

4.66%

Shares24.7K

Event2026-06-30

Filed2026-07-23

USHY

ISHARES TR

-0.58%

Shares23.0K

Event2026-06-30

Filed2026-07-23

CENTERPOINT ENERGY INC

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-23

ULST

SSGA ACTIVE ETF TR

0.00%

Shares20.9K

Event2026-06-30

Filed2026-07-23

WSM

WILLIAMS SONOMA INC

0.50%

Shares3.6K

Event2026-06-30

Filed2026-07-23

ISHARES TR

4.80%

Shares8.7K

Event2026-06-30

Filed2026-07-23

QQQM

INVESCO EXCH TRADED FD TR II

9.48%

Shares2.8K

Event2026-06-30

Filed2026-07-23

STAG

STAG INDUSTRIAL INC

8.18%

Shares21.8K

Event2026-06-30

Filed2026-07-23

OTEX

OPEN TEXT CORP

22.60%

Shares37.2K

Event2026-06-30

Filed2026-07-23

CLX

CLOROX CO DEL

36.37%

Shares8.6K

Event2026-06-30

Filed2026-07-23

NDAQ

NASDAQ INC

1.07%

Shares10.4K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares3.7K

Event2026-06-30

Filed2026-07-23

SUNC

SUNOCOCORP LLC

40.52%

Shares12.1K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

SHYD

VANECK ETF TRUST

1.89%

Shares35.1K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

0.43%

Shares2.3K

Event2026-06-30

Filed2026-07-23

FAST

FASTENAL CO

-2.94%

Shares16.5K

Event2026-06-30

Filed2026-07-23

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares66.4K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-3.13%

Shares3.1K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

2.38%

Shares3.2K

Event2026-06-30

Filed2026-07-23

GLPI

GAMING & LEISURE P

6.94%

Shares16.9K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

13.30%

Shares3.4K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

23.95%

Shares735

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

572.68%

Shares8.6K

Event2026-06-30

Filed2026-07-23

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

ABM

ABM INDS INC

8.06%

Shares16.2K

Event2026-06-30

Filed2026-07-23

REG

REGENCY CTRS CORP

-1.17%

Shares8.8K

Event2026-06-30

Filed2026-07-23

HUN

HUNTSMAN CORP

14.14%

Shares65.8K

Event2026-06-30

Filed2026-07-23

HLI

HOULIHAN LOKEY INC

16.85%

Shares5.2K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

1.00%

Shares2.7K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

-0.54%

Shares9.3K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

-1.59%

Shares3.7K

Event2026-06-30

Filed2026-07-23

CURTISS WRIGHT CORP

New

Shares889

Event2026-06-30

Filed2026-07-23

HYMB

SPDR SERIES TRUST

0.00%

Shares26.5K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

-0.28%

Shares1.8K

Event2026-06-30

Filed2026-07-23

DFLV

DIMENSIONAL ETF TRUST

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

0.48%

Shares3.2K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

-0.32%

Shares6.3K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

4.73%

Shares12.2K

Event2026-06-30

Filed2026-07-23

DABS

DOUBLELINE ETF TRUST

12.86%

Shares12.7K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

0.79%

Shares2.0K

Event2026-06-30

Filed2026-07-23

ACWI

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

25.84%

Shares15.1K

Event2026-06-30

Filed2026-07-23

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

-3.45%

Shares1.3K

Event2026-06-30

Filed2026-07-23

SUSA

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

EMA

EMERA INC

9.20%

Shares11.9K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

3.38%

Shares1.5K

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

299.92%

Shares5.0K

Event2026-06-30

Filed2026-07-23

IJJ

ISHARES TR

0.02%

Shares4.2K

Event2026-06-30

Filed2026-07-23

MOELIS & CO

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-23

MLPA

GLOBAL X FDS

17.18%

Shares11.3K

Event2026-06-30

Filed2026-07-23

NWBI

NORTHWEST BANCSHARES INC

1.55%

Shares39.2K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

-8.83%

Shares6.8K

Event2026-06-30

Filed2026-07-23

GEN

GEN DIGITAL INC

-1.27%

Shares23.4K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

7.84%

Shares6.9K

Event2026-06-30

Filed2026-07-23

HWKN

HAWKINS INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

2.75%

Shares1.6K

Event2026-06-30

Filed2026-07-23

VTR

VENTAS INC

-10.12%

Shares6.2K

Event2026-06-30

Filed2026-07-23

VONV

VANGUARD SCOTTSDALE FDS

17.16%

Shares5.2K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

6.27%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

305.82%

Shares6.7K

Event2026-06-30

Filed2026-07-23

CAG

CONAGRA BRANDS INC

-23.59%

Shares39.9K

Event2026-06-30

Filed2026-07-23

IBDU

ISHARES TR

-3.24%

Shares23.0K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

-0.73%

Shares4.7K

Event2026-06-30

Filed2026-07-23

YUM

YUM BRANDS INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

BINC

BLACKROCK ETF TRUST II

2.02%

Shares10.1K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

8.35%

Shares7.4K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-23

ACWX

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-23

QDEF

FLEXSHARES TR

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-23

FAF

FIRST AMERN FINL CORP

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

35.66%

Shares14.7K

Event2026-06-30

Filed2026-07-23

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-23

IROC

INVESCO ACTIVELY MANAGED EXC

55.11%

Shares9.6K

Event2026-06-30

Filed2026-07-23

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares22.0K

Event2026-06-30

Filed2026-07-23

EVRG

EVERGY INC

3.13%

Shares5.7K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

35.37%

Shares2.6K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares953

Event2026-06-30

Filed2026-07-23

MZTI

MARZETTI COMPANY

5.96%

Shares4.2K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

3.02%

Shares410

Event2026-06-30

Filed2026-07-23

HDV

ISHARES TR

388.79%

Shares17.4K

Event2026-06-30

Filed2026-07-23

FORD MTR CO

-2.43%

Shares34.1K

Event2026-06-30

Filed2026-07-23

FHN

FIRST HORIZON CORPORATION

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-23

PFF

ISHARES TR

-0.80%

Shares15.4K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

BLOOM ENERGY CORP

0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

-1.04%

Shares1.1K

Event2026-06-30

Filed2026-07-23

BHP

BHP BILLITON LIMITED

0.93%

Shares5.4K

Event2026-06-30

Filed2026-07-23

SNY

SANOFI SA

-0.24%

Shares10.3K

Event2026-06-30

Filed2026-07-23

FIBK

FIRST INTST BANCSYSTEM INC

17.08%

Shares11.3K

Event2026-06-30

Filed2026-07-23

FMNY

FIRST TR EXCH TRADED FD III

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-23

WRB

BERKLEY W R CORP

-3.18%

Shares6.1K

Event2026-06-30

Filed2026-07-23

SCYB

SCHWAB STRATEGIC TR

11.97%

Shares16.4K

Event2026-06-30

Filed2026-07-23

APOLLO GLOBAL MGMT INC

-6.48%

Shares3.6K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

0.39%

Shares1.5K

Event2026-06-30

Filed2026-07-23

WSBC

WESBANCO INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

-0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-23

NVT

NVENT ELEC PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-21.87%

Shares3.6K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

IBDV

ISHARES TR

-3.49%

Shares18.8K

Event2026-06-30

Filed2026-07-23

INDA

ISHARES TR

-6.78%

Shares8.3K

Event2026-06-30

Filed2026-07-23

FMB

FIRST TR EXCH TRADED FD III

New

Shares7.9K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

2.05%

Shares1.6K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

0.33%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SPDW

SPDR INDEX SHS FDS

-0.31%

Shares7.9K

Event2026-06-30

Filed2026-07-23

MKC

MCCORMICK & CO INC

-12.49%

Shares7.9K

Event2026-06-30

Filed2026-07-23

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-23

NKE

NIKE INC

-6.81%

Shares9.6K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-23

PPA

INVESCO EXCHANGE TRADED FD T

4.54%

Shares2.2K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

24.56%

Shares4.3K

Event2026-06-30

Filed2026-07-23

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares42.0K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-23

BXMT

BLACKSTONE MORTGAGE TRUST IN

8.32%

Shares22.8K

Event2026-06-30

Filed2026-07-23

NFRA

FLEXSHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

New

Shares501

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

SJM

SMUCKER J M CO

-32.87%

Shares3.4K

Event2026-06-30

Filed2026-07-23

VLO

VALERO ENERGY CORP

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-23

KNG

FIRST TR EXCHANGE-TRADED FD

3.14%

Shares7.3K

Event2026-06-30

Filed2026-07-23

FDS

FACTSET RESH SYS INC

-37.63%

Shares1.6K

Event2026-06-30

Filed2026-07-23

FDRR

FIDELITY COVINGTON TRUST

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-23

SBSI

SOUTHSIDE BANCSHARES INC

2.00%

Shares10.2K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

3.17%

Shares3.3K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

-3.16%

Shares2.2K

Event2026-06-30

Filed2026-07-23

AMT

AMERICAN TOWER CORP

0.57%

Shares2.1K

Event2026-06-30

Filed2026-07-23

IWP

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

29.34%

Shares2.9K

Event2026-06-30

Filed2026-07-23

AVEM

AMERICAN CENTY ETF TR

2.98%

Shares3.5K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR

New

Shares517

Event2026-06-30

Filed2026-07-23

BKLN

INVESCO EXCH TRADED FD TR II

-2.40%

Shares16.3K

Event2026-06-30

Filed2026-07-23

IBDT

ISHARES TR

-2.96%

Shares13.1K

Event2026-06-30

Filed2026-07-23

GNTX

GENTEX CORP

-0.77%

Shares12.9K

Event2026-06-30

Filed2026-07-23

CCU

COMPANIA CERVECERIAS UNIDAS

-0.51%

Shares29.1K

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

19.33%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CNQ

CANADIAN NAT RES LTD MED TER

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-23

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-23

AGM

FEDERAL AGRIC MTG CORP

10.62%

Shares1.6K

Event2026-06-30

Filed2026-07-23

XLV

SELECT SECTOR SPDR TR

30.05%

Shares1.9K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

1.06%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SPSB

SPDR SERIES TRUST

3.12%

Shares9.9K

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC

2.57%

Shares3.8K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

FITB

FIFTH THIRD BANCORP

New

Shares5.1K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

0.00%

Shares401

Event2026-06-30

Filed2026-07-23

AMERIPRISE FINL INC

1.47%

Shares623

Event2026-06-30

Filed2026-07-23

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

FEDEX FGHT HLDG CO INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

0.00%

Shares569

Event2026-06-30

Filed2026-07-23

EXR

EXTRA SPACE STORAGE INC

-2.39%

Shares1.9K

Event2026-06-30

Filed2026-07-23

EQIX

EQUINIX INC

0.00%

Shares264

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES TR

3.94%

Shares5.3K

Event2026-06-30

Filed2026-07-23

IBDX

ISHARES TR

24.73%

Shares10.6K

Event2026-06-30

Filed2026-07-23

SPIB

SPDR SERIES TRUST

New

Shares7.9K

Event2026-06-30

Filed2026-07-23

EEMV

ISHARES INC

-4.17%

Shares3.4K

Event2026-06-30

Filed2026-07-23

MTUM

ISHARES TR

New

Shares752

Event2026-06-30

Filed2026-07-23

VOX

VANGUARD WORLD FD

21.91%

Shares1.4K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

0.00%

Shares850

Event2026-06-30

Filed2026-07-23

IBDS

ISHARES TR

-0.38%

Shares10.5K

Event2026-06-30

Filed2026-07-23

ARES MANAGEMENT CORPORATION

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

3.22%

Shares737

Event2026-06-30

Filed2026-07-23

DRI

DARDEN RESTAURANTS INC

1.24%

Shares1.2K

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares4.4K

Event2026-06-30

Filed2026-07-23

MET

METLIFE INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

ETR

ENTERGY CORP NEW

New

Shares2.1K

Event2026-06-30

Filed2026-07-23

BIL

SPDR SERIES TRUST

-3.83%

Shares2.6K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

New

Shares374

Event2026-06-30

Filed2026-07-23

FLRN

SPDR SERIES TRUST

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-23

PHM

PULTE GROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-23

AOA

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

INCY

INCYTE CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

-29.42%

Shares3.9K

Event2026-06-30

Filed2026-07-23

PRF

INVESCO EXCHANGE TRADED FD T

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

XLF

SELECT SECTOR SPDR TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-23

ESML

ISHARES TR

New

Shares4.0K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

0.12%

Shares3.2K

Event2026-06-30

Filed2026-07-23

DFIV

DIMENSIONAL ETF TRUST

-2.30%

Shares4.0K

Event2026-06-30

Filed2026-07-23

SCZ

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-23

SYY

SYSCO CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-23

BOXX

EA SERIES TRUST

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-23

JD.COM INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-23

OMF

ONEMAIN HLDGS INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD BD INDEX FDS

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

FIRSTENERGY CORP

-20.93%

Shares4.5K

Event2026-06-30

Filed2026-07-23

BNS

BANK NOVA SCOTIA B C

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

AT&T INC

27.34%

Shares9.9K

Event2026-06-30

Filed2026-07-23

IRM

IRON MTN INC DEL

New

Shares1.6K

Event2026-06-30

Filed2026-07-23

UBSI

UNITED BANKSHARES INC WEST V

New

Shares4.4K

Event2026-06-30

Filed2026-07-23

MPLX

MPLX LP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-23

FERG

FERGUSON ENTERPRISES INC

New

Shares849

Event2026-06-30

Filed2026-07-23

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares303

Event2026-06-30

Filed2026-07-23

MCK

MCKESSON CORP

-1.49%

Shares265

Event2026-06-30

Filed2026-07-23

JPC

NUVEEN PFD & INCOME OPPORTUN

New

Shares11.7K

Event2026-06-30

Filed2026-07-23

SNDL

SNDL INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

IVVD

INVIVYD INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available