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The Analysis of NBT BANK, N.A.'s Holdings & P&L

Currently, NBT BANK, N.A. holds 1069 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VOO (+10.2K shares, valued at $7.0M), JMUB (+39.6K shares, valued at $2.0M), N/A (+22.8K shares, valued at $2.0M); decreased their positions in IUSG (-108.1K shares, valued at $20.3M), VTV (-81.8K shares, valued at $17.8M), N/A (-45.2K shares, valued at $16.7M); initiated new positions in N/A (+22.8K shares, valued at $2.0M), N/A (+2.0M shares, valued at $2.0M), N/A (+40.1K shares, valued at $1.6M).

1M P&L

+46.2M+3.85%

3M P&L

+39.9M+3.31%

HY P&L

+57.0M+4.80%

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/A377.2M

30.1%

2Internet Content & Information101.0M

8.1%

3Software - Infrastructure87.4M

7.0%

Top Industries by Stock Count

1N/A303 stocks

35.9%

2Banks - Regional26 stocks

3.1%

3Utilities - Regulated Electric18 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP201.6K shares-0.52%2026-06-302026-07-29

AAPL APPLE INC256.5K shares-5.27%2026-06-302026-07-29

GOOGL Alphabet Inc Cl A141.7K shares-3.22%2026-06-302026-07-29

GOOG Alphabet Inc Cl C138.5K shares-4.28%2026-06-302026-07-29

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND941.0K shares1.55%2026-06-302026-07-29

CAT CATERPILLAR INC38.4K shares-4.09%2026-06-302026-07-29

J P Morgan Chase & Co J P Morgan Chase & Co122.8K shares-1.78%2026-06-302026-07-29

EFG Ishares MSCI EAFE Growth ETF291.9K shares0.19%2026-06-302026-07-29

Sponsored

TT Trane Technologies Plc ADR56.0K shares-0.99%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON104.2K shares-3.51%2026-06-302026-07-29

AMZN Amazon.Com Inc96.2K shares-2.25%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP157.0K shares-6.53%2026-06-302026-07-29

LOW Lowes Companies Inc90.2K shares-0.89%2026-06-302026-07-29

DE DEERE & CO30.2K shares-0.39%2026-06-302026-07-29

Cisco Systems Inc Cisco Systems Inc152.1K shares-0.66%2026-06-302026-07-29

VOO VANGUARD S&P 500 ETF25.6K shares65.53%2026-06-302026-07-29

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PG PROCTER & GAMBLE CO115.8K shares-4.28%2026-06-302026-07-29

BRK.B Berkshire Hathaway Cl B33.2K shares-10.14%2026-06-302026-07-29

MCD McDonalds Corp61.0K shares-1.24%2026-06-302026-07-29

Raytheon Technologies Co Raytheon Technologies Co81.9K shares-2.75%2026-06-302026-07-29

IBM IBM CORP50.4K shares-6.89%2026-06-302026-07-29

WMT Wal Mart Inc121.7K shares-4.46%2026-06-302026-07-29

NVDA NVIDIA CORP68.6K shares-3.82%2026-06-302026-07-29

STIP ISHARES 0-5 YEAR TIPS BOND ETF134.3K shares2.93%2026-06-302026-07-29

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CVX Chevron Corporation79.9K shares-2.80%2026-06-302026-07-29

NBTB NBT BANCORP INC261.4K shares0.38%2026-06-302026-07-29

Costco Wholesale Corp Costco Wholesale Corp13.8K shares-2.70%2026-06-302026-07-29

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF241.6K shares-1.34%2026-06-302026-07-29

ABBVIE INC ABBVIE INC50.0K shares-2.25%2026-06-302026-07-29

SDY State Street SPDR S&P Dividend81.1K shares-1.01%2026-06-302026-07-29

LLY ELI LILLY AND CO10.1K shares16.67%2026-06-302026-07-29

PANW Palo Alto Networks35.2K shares9.35%2026-06-302026-07-29

Sponsored

MRK Merck & Co Inc87.6K shares-2.57%2026-06-302026-07-29

MDY State Street SPDR S&P MIDCAP 414.8K shares-2.63%2026-06-302026-07-29

TJX TJX Cos Inc67.4K shares0.49%2026-06-302026-07-29

GS Goldman Sachs Group Inc9.8K shares-0.60%2026-06-302026-07-29

UNP Union Pac Corp36.1K shares-0.37%2026-06-302026-07-29

State Street SPDR S&P 500 ETF State Street SPDR S&P 500 ETF13.1K shares-1.83%2026-06-302026-07-29

IWM Ishares Russell 2000 ETF32.7K shares-4.40%2026-06-302026-07-29

GWW Grainger W W Inc7.1K shares-2.51%2026-06-302026-07-29

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PEP PEPSICO INC68.8K shares-2.95%2026-06-302026-07-29

Ishares Core Msci Eafe ETF Ishares Core Msci Eafe ETF92.5K shares-1.73%2026-06-302026-07-29

ABT ABBOTT LABS96.0K shares-2.37%2026-06-302026-07-29

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF272.6K shares-0.53%2026-06-302026-07-29

EDV Vanguard Extended Duration Tre126.7K shares-33.89%2026-06-302026-07-29

BMO Bank Montreal Quebec46.1K shares0.03%2026-06-302026-07-29

EFA Ishares Msci Eafe ETF77.8K shares0.34%2026-06-302026-07-29

DHR Danaher Corp40.3K shares0.74%2026-06-302026-07-29

Sponsored

ADP Automatic Data Processing Inc34.2K shares-7.98%2026-06-302026-07-29

S&P Global Inc S&P Global Inc17.8K shares-1.97%2026-06-302026-07-29

KO Coca Cola CO87.5K shares-1.28%2026-06-302026-07-29

Nextera Energy Inc Nextera Energy Inc80.1K shares-4.63%2026-06-302026-07-29

NFRA FlexShares STOXX Glbl Brd Infr109.0K shares-4.10%2026-06-302026-07-29

ORACLE CORP ORACLE CORP47.4K shares-2.28%2026-06-302026-07-29

GD General Dynamics Corp19.5K shares-0.55%2026-06-302026-07-29

SHY Ishares 1-3 Year Treasury ETF83.4K shares-2.23%2026-06-302026-07-29

Sponsored

XLK State Street Technology Select35.7K shares1.37%2026-06-302026-07-29

EEM Ishares Msci Emerging Mkt ETF96.3K shares-0.66%2026-06-302026-07-29

Vanguard Total Stock Vanguard Total Stock16.8K shares-72.95%2026-06-302026-07-29

INTC Intel Corp43.9K shares-0.33%2026-06-302026-07-29

Broadcom Inc Broadcom Inc16.0K shares0.23%2026-06-302026-07-29

Visa Inc Cl A Visa Inc Cl A16.7K shares3.31%2026-06-302026-07-29

QCOM Qualcomm Inc30.6K shares-3.77%2026-06-302026-07-29

ETN Eaton Corp PLC12.8K shares1.11%2026-06-302026-07-29

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Unitedhealth Group Inc Unitedhealth Group Inc13.0K shares-1.95%2026-06-302026-07-29

NYF Ishares New York Muni Bond ETF97.9K shares2.86%2026-06-302026-07-29

PM Philip Morris International29.0K shares-0.75%2026-06-302026-07-29

Meta Platforms Inc Meta Platforms Inc9.3K shares-1.71%2026-06-302026-07-29

VXUS Vanguard Total International S61.0K shares-1.47%2026-06-302026-07-29

DIS DISNEY WALT CO53.0K shares-1.30%2026-06-302026-07-29

AXP American Express CO14.8K shares-1.93%2026-06-302026-07-29

HD Home Depot Inc13.8K shares-6.84%2026-06-302026-07-29

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IJH Ishares Core S&P Mid-Cap ETF62.2K shares-0.77%2026-06-302026-07-29

Ishares Core Total U.S. Aggreg Ishares Core Total U.S. Aggreg48.3K shares-54.08%2026-06-302026-07-29

APH Amphenol Corp26.6K shares-1.52%2026-06-302026-07-29

IR Ingersoll Rand Inc56.7K shares0.00%2026-06-302026-07-29

GE GE AEROSPACE12.3K shares2.41%2026-06-302026-07-29

IBB Ishares Nasdaq Biotech ETF22.8K shares-3.29%2026-06-302026-07-29

NVS Novartis Ag Spons ADR27.4K shares-1.46%2026-06-302026-07-29

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF5.7K shares-38.48%2026-06-302026-07-29

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TMO Thermo Fisher Scientific Inc8.5K shares-1.02%2026-06-302026-07-29

LIN Linde PLC8.2K shares-3.51%2026-06-302026-07-29

LMT Lockheed Martin Corp8.3K shares-2.99%2026-06-302026-07-29

VCLT Vanguard Long-Term CorporateBo54.9K shares0.00%2026-06-302026-07-29

CVS CVS Health Corp39.2K shares-1.24%2026-06-302026-07-29

SCZ Ishares Msci Eafe Small Cap ET48.8K shares-2.63%2026-06-302026-07-29

HYG Ishares IBoxx High Yield Corpo50.1K shares-25.52%2026-06-302026-07-29

SPDW State St SPDR Port Developed W78.9K shares-0.20%2026-06-302026-07-29

Sponsored

XLB State Street Materials Select77.9K shares-0.35%2026-06-302026-07-29

Vaneck Vectors Gold Miners ETF Vaneck Vectors Gold Miners ETF52.1K shares0.18%2026-06-302026-07-29

CARR Carrier Global Corporation52.4K shares-1.07%2026-06-302026-07-29

TROW T Rowe Price Group Inc33.5K shares-2.33%2026-06-302026-07-29

BRK.A Berkshire Hathaway Inc Class A5 shares0.00%2026-06-302026-07-29

ADI Analog Devices Inc9.4K shares-0.21%2026-06-302026-07-29

IEMG Ishares Core Emerging Markets44.9K shares-1.27%2026-06-302026-07-29

PFE PFIZER INC152.2K shares-7.90%2026-06-302026-07-29

Sponsored

JMUB JPMorgan Municipal ETF70.4K shares128.85%2026-06-302026-07-29

BAC BANK OF AMERICA CORP61.0K shares-2.32%2026-06-302026-07-29

VTV Vanguard Value ETF15.9K shares-83.76%2026-06-302026-07-29

State Street Utilities Select State Street Utilities Select74.6K shares-0.58%2026-06-302026-07-29

Mastercard Inc Cl A Mastercard Inc Cl A6.5K shares3.60%2026-06-302026-07-29

Quanta Services Incorporated Quanta Services Incorporated4.6K shares-10.87%2026-06-302026-07-29

VZ Verizon Communications74.1K shares-11.28%2026-06-302026-07-29

KRE State Street SPDR S&P Regional41.8K shares-1.69%2026-06-302026-07-29

Sponsored

MO ALTRIA GROUP INC43.5K shares-2.96%2026-06-302026-07-29

IUSG ISHARES CORE S&P U.S. GROWTH ETF16.5K shares-86.73%2026-06-302026-07-29

BMY BRISTOL MYERS SQUIBB CO52.8K shares-6.60%2026-06-302026-07-29

SCHA SCHWAB U.S. SMALL-CAP ETF84.0K shares-18.46%2026-06-302026-07-29

Netflix Inc Netflix Inc42.5K shares-2.64%2026-06-302026-07-29

Microchip Technology Inc Microchip Technology Inc31.5K shares-0.39%2026-06-302026-07-29

DON WisdomTree MidCap Dividend ETF50.6K shares-24.21%2026-06-302026-07-29

SCHF Schwab International Equity ET101.3K shares-7.30%2026-06-302026-07-29

Sponsored

PFF Ishares S&P Pref Stk ETF89.9K shares2.09%2026-06-302026-07-29

MS Morgan Stanley13.0K shares-2.29%2026-06-302026-07-29

XLRE State Street Real Estate Sel S61.1K shares-0.14%2026-06-302026-07-29

AFL Aflac Inc22.8K shares-0.16%2026-06-302026-07-29

WFC Wells Fargo & Co31.6K shares-5.59%2026-06-302026-07-29

BA BOEING CO11.9K shares-3.65%2026-06-302026-07-29

MDLZ Mondelez International Inc43.8K shares-1.59%2026-06-302026-07-29

UBER Uber Technologies Inc35.0K shares-6.74%2026-06-302026-07-29

Sponsored

BLK Blackrock Inc2.6K shares1.04%2026-06-302026-07-29

Allegion PLC Allegion PLC17.8K shares0.00%2026-06-302026-07-29

CRM Salesforce Inc15.7K shares-4.91%2026-06-302026-07-29

TGT Target Corp18.6K shares-0.59%2026-06-302026-07-29

ALV Autoliv Inc20.1K shares0.00%2026-06-302026-07-29

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF45.0K shares-2.76%2026-06-302026-07-29

EMR EMERSON ELEC CO15.8K shares-0.43%2026-06-302026-07-29

XLY State Street Consumer Dis Sele19.1K shares-1.62%2026-06-302026-07-29

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VOT Vanguard Mid-Cap Growth Index7.2K shares-0.15%2026-06-302026-07-29

Applied Materials Inc Applied Materials Inc3.0K shares-0.82%2026-06-302026-07-29

ECL Ecolab Inc7.7K shares-1.46%2026-06-302026-07-29

Chubb Ltd Chubb Ltd6.3K shares-0.69%2026-06-302026-07-29

PRU PRUDENTIAL FINL INC19.8K shares-2.03%2026-06-302026-07-29

APD Air Products & Chemicals Inc7.3K shares-0.55%2026-06-302026-07-29

USB U S Bancorp Del35.2K shares-2.74%2026-06-302026-07-29

JPST JPMorgan Ultra-Short Income ET40.9K shares-0.55%2026-06-302026-07-29

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IJR ISHARES CORE S&P SMALL-CAP ETF13.9K shares-9.86%2026-06-302026-07-29

GLD SPDR GOLD SHARES5.5K shares-41.63%2026-06-302026-07-29

AMERICAN FUNDS GROWTH FUND OF AMER F2 AMERICAN FUNDS GROWTH FUND OF AMER F222.8K sharesnew addition2026-06-302026-07-29

SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV2.0M sharesnew addition2026-06-302026-07-29

T AT&T INC92.9K shares-12.58%2026-06-302026-07-29

MMC Marsh11.4K shares-26.33%2026-06-302026-07-29

VCIT Vanguard Inter Term Corp Bond22.9K shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC1.6K shares-1.74%2026-06-302026-07-29

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SCHW Charles Schwab Corp19.6K shares-1.29%2026-06-302026-07-29

Southern Company Southern Company18.5K shares-9.85%2026-06-302026-07-29

SCHZ SCHWAB U.S. AGGREGATE BOND ETF75.9K shares-0.96%2026-06-302026-07-29

DIA State St SPDR Dow Jones Ind Av3.4K shares-2.98%2026-06-302026-07-29

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF9.7K shares-79.12%2026-06-302026-07-29

UPS United Parcel Service Cl B15.9K shares-2.07%2026-06-302026-07-29

VCSH VANGUARD SHORT TERM COR BD ETF21.0K shares-81.53%2026-06-302026-07-29

AMERICAN FUNDS AMERICAN BALANCED F2 AMERICAN FUNDS AMERICAN BALANCED F240.1K sharesnew addition2026-06-302026-07-29

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IWO Ishares Russell 2000 Growth ET4.2K shares7.21%2026-06-302026-07-29

NSC Norfolk Southern Corp5.2K shares-1.70%2026-06-302026-07-29

XLI State Street Industrial Select8.8K shares-1.04%2026-06-302026-07-29

VNQ Vanguard Real Estate ETF16.9K shares-6.29%2026-06-302026-07-29

SYK Stryker Corporation5.0K shares-5.75%2026-06-302026-07-29

IYZ Ishares DJ US Telcom Sector ET37.3K shares-0.22%2026-06-302026-07-29

TXN TEXAS INSTRS INC5.2K shares-0.29%2026-06-302026-07-29

GLW CORNING INC6.1K shares-46.63%2026-06-302026-07-29

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BK Bank of New York Mellon Corp10.4K shares0.00%2026-06-302026-07-29

MOO Vaneck ETF Trust Agribusiness19.0K shares-0.26%2026-06-302026-07-29

ICE Intercontinental Exchange Inc12.1K shares-0.55%2026-06-302026-07-29

RBC Rbc Bearings Inc2.3K shares-0.95%2026-06-302026-07-29

3M CO 3M CO9.1K shares-1.11%2026-06-302026-07-29

VEA Vanguard FTSE Developed Market20.7K shares0.49%2026-06-302026-07-29

VWO Vanguard Ftse Emerging Markets24.5K shares-0.83%2026-06-302026-07-29

PERMANENT PORTFOLIO PERMANENT I PERMANENT PORTFOLIO PERMANENT I18.9K sharesnew addition2026-06-302026-07-29

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EEMV iShares MSCI Emerg Mkt Min Vol19.0K shares-16.14%2026-06-302026-07-29

LHX L3 Harris Technologies Inc4.9K shares0.00%2026-06-302026-07-29

PIMCO INCOME I-3 PIMCO INCOME I-3129.6K sharesnew addition2026-06-302026-07-29

XLF Financial Select Sector SPDR26.1K shares-0.63%2026-06-302026-07-29

STUB Stubhub Holdings Cl A108.7K shares-31.52%2026-06-302026-07-29

VGT Vanguard Information Technolog11.6K shares152.22%2026-06-302026-07-29

AMERICAN FUNDS FUNDAMENTAL INVS F2 AMERICAN FUNDS FUNDAMENTAL INVS F213.2K sharesnew addition2026-06-302026-07-29

AMGN AMGEN INC3.8K shares-3.04%2026-06-302026-07-29

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TSM Taiwan Semiconductor Spons ADR2.8K shares32.90%2026-06-302026-07-29

BSV Vanguard Short Term Bond ETF17.0K shares-13.70%2026-06-302026-07-29

AWK American Water Works CO Inc9.9K shares-2.87%2026-06-302026-07-29

AEM Agnico Eagle Mines Ltd8.4K shares8.15%2026-06-302026-07-29

BIV Vanguard Intermediate-Term Bon16.6K shares-0.54%2026-06-302026-07-29

ANGL VANECK FALLEN ANGEL HIGHYIELD BOND ETF43.1K shares-78.32%2026-06-302026-07-29

VO Vanguard Index Fund Mid-Cap15.6K shares250.18%2026-06-302026-07-29

NUE NUCOR CORP5.6K shares-5.60%2026-06-302026-07-29

Sponsored

VBR Vanguard Small Cap Value ETF5.0K shares-84.00%2026-06-302026-07-29

Medtronic PLC Medtronic PLC15.4K shares-0.09%2026-06-302026-07-29

XLV State Street Health Care Selec7.6K shares-0.12%2026-06-302026-07-29

SLB SLB Limited25.7K shares-5.90%2026-06-302026-07-29

AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF17.2K shares-83.20%2026-06-302026-07-29

PTY Pimco Corporate & Income Oppor98.4K shares0.00%2026-06-302026-07-29

IWR Ishares Russell Mid Cap ETF10.7K shares0.03%2026-06-302026-07-29

BND Vanguard Total Bond Market ETF16.0K shares-3.80%2026-06-302026-07-29

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DES WisdomTree SmallCap Dividend E28.8K shares-42.46%2026-06-302026-07-29

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF12.3K shares-84.66%2026-06-302026-07-29

GIS General Mls Inc33.7K shares0.05%2026-06-302026-07-29

TDG Transdigm Group Inc852 shares0.00%2026-06-302026-07-29

HDV ISHARES CORE HIGH DIVIDEND ETF40.8K shares335.28%2026-06-302026-07-29

QQQ Invesco QQQ Trust Unit Ser 11.5K shares-3.39%2026-06-302026-07-29

Dominion Energy Inc Dominion Energy Inc16.1K shares-15.36%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC2.8K shares-3.93%2026-06-302026-07-29

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SBUX STARBUCKS CORP10.7K shares-0.46%2026-06-302026-07-29

XLE State Street Energy Select Sec20.6K shares-4.76%2026-06-302026-07-29

DFA GLOBAL EQUITY I DFA GLOBAL EQUITY I24.6K sharesnew addition2026-06-302026-07-29

COP Conocophillips10.4K shares-3.33%2026-06-302026-07-29

SYY Sysco Corp12.8K shares-42.27%2026-06-302026-07-29

BAM Brookfield Asset Mgmt Inc Cl A23.8K shares0.00%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO11.6K shares-7.58%2026-06-302026-07-29

OTIS Otis Worldwide Corp14.6K shares-2.75%2026-06-302026-07-29

Sponsored

IWF Ishares Russell 1000 Growth ET8.4K shares300.00%2026-06-302026-07-29

DIVO Amplify CWP Enhanced Dividend22.6K shares-0.20%2026-06-302026-07-29

NVO Novo Nordisk As Spons ADR21.4K shares-0.16%2026-06-302026-07-29

AON Aon PLC ADR3.1K shares-16.42%2026-06-302026-07-29

MET METLIFE INC11.9K shares0.00%2026-06-302026-07-29

GILD Gilead Sciences Inc7.8K shares-0.71%2026-06-302026-07-29

JEPI JPMorgan Equity Premium Income17.3K shares-11.40%2026-06-302026-07-29

IVW ISHARES S&P 500 GROWTH ETF7.1K shares15.82%2026-06-302026-07-29

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GQRE FlexShares Global Quality Real14.8K shares-0.48%2026-06-302026-07-29

Corteva Inc Com Corteva Inc Com11.2K shares-2.19%2026-06-302026-07-29

MUB Ishares National Muni Bond ETF8.7K shares73.97%2026-06-302026-07-29

CMI Cummins Inc1.3K shares0.00%2026-06-302026-07-29

EMXC Ishares MSCI Emerging Markets9.0K shares-3.67%2026-06-302026-07-29

DKS Dicks Sporting Goods Inc3.9K shares-6.11%2026-06-302026-07-29

GSK PLC Sponsored ADR GSK PLC Sponsored ADR16.6K shares0.11%2026-06-302026-07-29

SUB iShares Short-Term National Mu8.0K shares0.00%2026-06-302026-07-29

Sponsored

NKE NIKE INC CLASS CLASS B20.6K shares-20.08%2026-06-302026-07-29

IVE ISHARES S&P 500 VALUE ETF3.7K shares-1.53%2026-06-302026-07-29

SHW Sherwin Williams CO2.4K shares-29.06%2026-06-302026-07-29

XLC State Street Comm Svcs Select7.6K shares21.04%2026-06-302026-07-29

IWP Ishares Russell Midcap Growth5.5K shares0.00%2026-06-302026-07-29

FAST Fastenal CO16.3K shares-1.42%2026-06-302026-07-29

AMT American Tower Corp REIT4.8K shares-10.32%2026-06-302026-07-29

TFC Truist Financial Corporation15.0K shares-15.27%2026-06-302026-07-29

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SCHM SCHWAB U.S. MID-CAP ETF20.0K shares-29.72%2026-06-302026-07-29

CNI Canadian National Railway Comp6.2K shares-3.13%2026-06-302026-07-29

MAR Marriott International Inc2.0K shares0.00%2026-06-302026-07-29

AMD Advanced Micro Devices1.2K shares-20.49%2026-06-302026-07-29

PSK State Street SPDR ICE Preferre21.9K shares0.00%2026-06-302026-07-29

CMCSA COMCAST CORP NEW CLASS A27.0K shares-5.31%2026-06-302026-07-29

C Citigroup Inc4.7K shares-8.55%2026-06-302026-07-29

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DOW DOW INC23.6K shares-1.72%2026-06-302026-07-29

ITW Illinois Tool Wks Inc2.4K shares-2.76%2026-06-302026-07-29

XLP State Street Consumer Staples7.5K shares-0.62%2026-06-302026-07-29

CSX Csx Corp13.0K shares-0.53%2026-06-302026-07-29

Servicenow Inc Servicenow Inc6.2K shares19.85%2026-06-302026-07-29

KMB Kimberly Clark Corp5.5K shares-1.79%2026-06-302026-07-29

SHEL SHELL PLC FTENDER OFFER EXP:7.8K shares-4.96%2026-06-302026-07-29

TEL TE Connectivity PLC3.0K shares-4.70%2026-06-302026-07-29

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AMERICAN FUNDS WASHINGTON MUTUAL F2 AMERICAN FUNDS WASHINGTON MUTUAL F28.8K sharesnew addition2026-06-302026-07-29

QUAL iShares Edge MSCI USA Quality2.6K shares-16.42%2026-06-302026-07-29

MBB Ishares Barclays Mbs Bond ETF6.1K shares-16.57%2026-06-302026-07-29

Freeport-McMoran Inc Freeport-McMoran Inc9.1K shares-2.92%2026-06-302026-07-29

SPEM STATE ST SPDR PORT EMERGING MA10.9K shares0.83%2026-06-302026-07-29

SPIB ST STR SPDR PORT INTER TERM CO16.7K shares-0.27%2026-06-302026-07-29

VB Vanguard Small-Cap ETF1.8K shares-7.86%2026-06-302026-07-29

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IWN Ishares Russell 2000 Value ETF2.5K shares0.00%2026-06-302026-07-29

DUK Duke Energy Corp4.3K shares-11.36%2026-06-302026-07-29

ORLY O'Reilly Automotive Inc5.8K shares-4.99%2026-06-302026-07-29

HYDB Ishares Tr High Yield Systemat11.4K shares-6.02%2026-06-302026-07-29

MLM Martin Marietta Matls Inc915 shares0.00%2026-06-302026-07-29

MKL Markel Group INC COM270 shares0.00%2026-06-302026-07-29

BDX Becton Dickinson3.5K shares5.52%2026-06-302026-07-29

WAB WABTEC1.9K shares0.37%2026-06-302026-07-29

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EPD Enterprise Prods Partners LP13.1K shares0.00%2026-06-302026-07-29

TSLA TESLA INC1.1K shares-59.00%2026-06-302026-07-29

XYL Xylem Inc4.0K shares-0.12%2026-06-302026-07-29

AMERICAN FUNDS NEW PERSPECTIVE F2 AMERICAN FUNDS NEW PERSPECTIVE F26.1K sharesnew addition2026-06-302026-07-29

IJK Ishares S&P Midcap 400/Grwth E3.9K shares0.00%2026-06-302026-07-29

AGI Alamos Gold Inc New14.8K shares26.68%2026-06-302026-07-29

Travelers Companies Inc Travelers Companies Inc1.4K shares0.00%2026-06-302026-07-29

ALL Allstate Corp1.9K shares-9.61%2026-06-302026-07-29

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IQV IQVIA Holdings Inc2.3K shares77.93%2026-06-302026-07-29

IWY IShares Russell Top 200 Growth1.5K shares0.00%2026-06-302026-07-29

FTV Fortive Corp7.1K shares-4.51%2026-06-302026-07-29

J Jacobs Solutions Inc3.4K shares0.00%2026-06-302026-07-29

IQDF FlexShares International Quali12.3K shares0.00%2026-06-302026-07-29

ENB Enbridge Incorporated7.8K shares-8.33%2026-06-302026-07-29

Liberty Media Corp Del Liberty Media Corp Del4.4K shares0.00%2026-06-302026-07-29

RSP Invesco S&P 500 Equal Weight E1.9K shares0.00%2026-06-302026-07-29

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CAH Cardinal Health Inc1.7K shares-0.57%2026-06-302026-07-29

CDNS Cadence Design System Inc1.1K shares0.00%2026-06-302026-07-29

DTE DTE Energy Co2.7K shares0.00%2026-06-302026-07-29

WWD Woodward Inc933 shares0.00%2026-06-302026-07-29

GEHC GE HEALTHCARE TECHNOLOGI6.2K shares-3.83%2026-06-302026-07-29

IGIB Ishares 5-10 Yr Inv Gr Corp Bd7.4K shares-0.27%2026-06-302026-07-29

IEI Ishares 3-7 Year Treasury Bond3.4K shares0.00%2026-06-302026-07-29

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IWS Ishares Russell MidCap Value2.4K shares2.34%2026-06-302026-07-29

AMERICAN FUNDS CAPITAL WORLD GR&INC F2 AMERICAN FUNDS CAPITAL WORLD GR&INC F24.7K sharesnew addition2026-06-302026-07-29

VYM Vanguard High Dividend Yield E2.4K shares0.00%2026-06-302026-07-29

Waste Management Inc Waste Management Inc1.7K shares0.00%2026-06-302026-07-29

VUG Vanguard Index Fds Growth ETF4.4K shares436.08%2026-06-302026-07-29

CMG Chipotle Mexican Grill Inc11.2K shares-21.54%2026-06-302026-07-29

CLX Clorox Company4.0K shares-6.49%2026-06-302026-07-29

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NOC NORTHROP GRUMMAN CORP736 shares-8.80%2026-06-302026-07-29

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF9.7K shares440.11%2026-06-302026-07-29

VEU Vanguard Ftse All World4.4K shares-14.94%2026-06-302026-07-29

CME CME Group Inc.1.6K shares-1.32%2026-06-302026-07-29

ESGU ISHARES ESG AWARE MSCI USA ETF2.2K shares-71.80%2026-06-302026-07-29

ASML Asml Holding N V181 shares0.00%2026-06-302026-07-29

SCHP Schwab US TIPs ETF13.6K shares0.00%2026-06-302026-07-29

IWB IShares Russell 1000 ETF870 shares-6.95%2026-06-302026-07-29

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YUM YUM BRANDS INC2.2K shares-2.50%2026-06-302026-07-29

FLRN State Street SPDR Bloomberg In11.2K shares668.73%2026-06-302026-07-29

PEG Public Service Enterprise Grou4.3K shares-10.09%2026-06-302026-07-29

IEF Ishares Barclays 7-10 Year Tr3.6K shares-23.21%2026-06-302026-07-29

TC Energy Corp Com NPV TC Energy Corp Com NPV5.2K shares0.00%2026-06-302026-07-29

STT State Street Corp2.0K shares-0.35%2026-06-302026-07-29

DB Deutsche Bank Ag ADR10.0K shares0.00%2026-06-302026-07-29

FNDB Schwab Fundamental US Broad Mk11.1K shares-1.77%2026-06-302026-07-29

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IWD Ishares Tr Rus 1000 Val ETF1.4K shares0.00%2026-06-302026-07-29

DOV Dover Corp1.5K shares-1.20%2026-06-302026-07-29

IUSB ISHARES CORE UNIVERSAL USD BOND ETF6.9K shares-64.17%2026-06-302026-07-29

INTU Intuit1.2K shares-7.06%2026-06-302026-07-29

VXF Vanguard Extended Market Index1.3K shares0.00%2026-06-302026-07-29

SCHWAB TOTAL STOCK MARKET INDEX SCHWAB TOTAL STOCK MARKET INDEX17.4K sharesnew addition2026-06-302026-07-29

HUBB Hubbell Inc599 shares1.53%2026-06-302026-07-29

URI United Rentals Inc272 shares0.00%2026-06-302026-07-29

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BALT Innovator Defined Wealth Shld8.9K shares0.00%2026-06-302026-07-29

AMERICAN FUNDS AMERICAN MUTUAL F2 AMERICAN FUNDS AMERICAN MUTUAL F24.6K sharesnew addition2026-06-302026-07-29

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF8.7K shares-66.55%2026-06-302026-07-29

VV Vanguard Large-Cap ETF853 shares0.00%2026-06-302026-07-29

JPMorgan NASDAQ Eqt Prem ETF JPMorgan NASDAQ Eqt Prem ETF4.7K shares0.00%2026-06-302026-07-29

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF3.7K shares-81.46%2026-06-302026-07-29

Idexx Labs Inc Idexx Labs Inc537 shares-2.19%2026-06-302026-07-29

TCW METWEST LOW DURATION BD M TCW METWEST LOW DURATION BD M33.5K sharesnew addition2026-06-302026-07-29

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MCK McKesson Corp361 shares0.00%2026-06-302026-07-29

CR Crane Co New/sh1.2K shares4.31%2026-06-302026-07-29

HSY The Hershey Company1.5K shares-42.28%2026-06-302026-07-29

WMB Williams Cos Inc3.6K shares-6.54%2026-06-302026-07-29

MAS Masco Corp3.3K shares-4.76%2026-06-302026-07-29

SPLV Invesco SP 500 Low Volatility3.5K shares-14.74%2026-06-302026-07-29

MU Micron Technology Inc226 shares4.63%2026-06-302026-07-29

TMUS T-Mobile US Inc1.6K shares-0.51%2026-06-302026-07-29

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BKLN Invesco Tr II Senior Loan ETF12.8K shares0.00%2026-06-302026-07-29

CALF Pacer US Small Cap Cash Cows E5.1K shares0.00%2026-06-302026-07-29

DLR Digital Realty Trust Inc REIT1.4K shares-19.10%2026-06-302026-07-29

PAYX Paychex Inc2.6K shares-83.81%2026-06-302026-07-29

CCJ Cameco Corp ADR2.5K shares0.00%2026-06-302026-07-29

BKNG Booking Hldgs Inc1.4K shares2313.79%2026-06-302026-07-29

AMERICAN FUNDS CAPITAL INCOME BLDR F2 AMERICAN FUNDS CAPITAL INCOME BLDR F23.0K sharesnew addition2026-06-302026-07-29

FDX Fedex Corporation776 shares-16.65%2026-06-302026-07-29

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KHC Kraft Heinz CO10.2K shares-13.70%2026-06-302026-07-29

CEF Sprott Physical Gold & Silver6.0K shares0.00%2026-06-302026-07-29

ZBH Zimmer Biomet Holdings Inc2.8K shares-4.08%2026-06-302026-07-29

BAI IShares A.I. Innovation and Te4.6K shares-2.14%2026-06-302026-07-29

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF2.9K shares-91.97%2026-06-302026-07-29

CI Cigna Group862 shares-3.36%2026-06-302026-07-29

VLUE iShares MSCI USA Value ETF1.2K shares-4.53%2026-06-302026-07-29

VIG Vanguard Dividend Appreciation977 shares0.00%2026-06-302026-07-29

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Adobe Inc Adobe Inc1.1K shares-36.19%2026-06-302026-07-29

HARBOR CAPITAL APPRECIATION INV HARBOR CAPITAL APPRECIATION INV2.1K sharesnew addition2026-06-302026-07-29

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF2.7K shares-77.73%2026-06-302026-07-29

DTM DT Midstream Inc1.5K shares0.00%2026-06-302026-07-29

LOOMIS SAYLES INCOME INSTL LOOMIS SAYLES INCOME INSTL18.5K sharesnew addition2026-06-302026-07-29

ROK Rockwell Automation Inc437 shares-1.13%2026-06-302026-07-29

CIBR First Trust NASDAQ Cybersecuri2.4K shares0.00%2026-06-302026-07-29

SPSB State Street SPDR Portfolio Sh7.1K shares0.00%2026-06-302026-07-29

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LNT Alliant Energy Corp2.7K shares0.07%2026-06-302026-07-29

PSX PHILLIPS 661.2K shares-12.67%2026-06-302026-07-29

RACE Ferrari NV557 shares60.52%2026-06-302026-07-29

IQLT IShares Edge Intl Quality Fact4.2K shares31.79%2026-06-302026-07-29

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF5.5K shares-74.79%2026-06-302026-07-29

KBE ST STR SPDR S&P BANK ETF2.9K shares0.00%2026-06-302026-07-29

VGSH Vanguard Short-Term Treasury E3.4K shares-31.40%2026-06-302026-07-29

VANGUARD GROWTH INDEX ADMIRAL VANGUARD GROWTH INDEX ADMIRAL735 sharesnew addition2026-06-302026-07-29

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PJUL Innovator U.S. Equity Power Bu4.0K shares0.00%2026-06-302026-07-29

EXC Exelon Corp4.1K shares-7.17%2026-06-302026-07-29

Accenture PLC Cl A Accenture PLC Cl A1.5K shares-13.66%2026-06-302026-07-29

ES Eversource Energy2.6K shares0.00%2026-06-302026-07-29

EQIX Equinix Inc180 shares0.00%2026-06-302026-07-29

PFFD Global X US Preferred ETF10.0K shares0.00%2026-06-302026-07-29

BIL SPDR Tr Bloomberg 1-3 MO ETF2.0K shares0.00%2026-06-302026-07-29

USMV IShares Edge MSCI Min Vol USA1.9K shares-37.98%2026-06-302026-07-29

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AMERICAN FUNDS SMALLCAP WORLD F2 AMERICAN FUNDS SMALLCAP WORLD F22.0K sharesnew addition2026-06-302026-07-29

Suncor Energy Inc Suncor Energy Inc3.3K shares-1.71%2026-06-302026-07-29

MELI MERCADOLIBRE INC103 shares0.00%2026-06-302026-07-29

WBS WEBSTER FINL CORP2.3K shares0.04%2026-06-302026-07-29

DVY Ishares DJ Select Dividend ETF1.1K shares0.00%2026-06-302026-07-29

AMERICAN FUNDS EUPAC F2 AMERICAN FUNDS EUPAC F22.7K sharesnew addition2026-06-302026-07-29

HYS PIMCO 0-5 Year High Yield Corp1.8K shares0.00%2026-06-302026-07-29

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF1.2K shares-29.79%2026-06-302026-07-29

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RAAX Vaneck Real Assets ETF4.2K sharesnew addition2026-06-302026-07-29

MFS CORE EQUITY I MFS CORE EQUITY I2.8K sharesnew addition2026-06-302026-07-29

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF1.7K shares0.00%2026-06-302026-07-29

CLH Clean Harbors Inc542 shares0.00%2026-06-302026-07-29

GPC Genuine Parts CO1.4K shares-0.87%2026-06-302026-07-29

MCO MOODYS CORP355 shares-16.08%2026-06-302026-07-29

PH Parker Hannifin Corp164 shares-13.23%2026-06-302026-07-29

MNST Monster Beverage Corp New1.7K shares-38.67%2026-06-302026-07-29

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SPHR SPHERE ENTERTAINMENT CO CL A910 shares0.00%2026-06-302026-07-29

VLO Valero Energy Corp597 shares0.00%2026-06-302026-07-29

DFA GLOBAL ALLOCATION 60/40 I DFA GLOBAL ALLOCATION 60/40 I6.6K sharesnew addition2026-06-302026-07-29

WEC Wec Energy Group Inc1.3K shares0.00%2026-06-302026-07-29

BP BP PLC Spons ADR4.1K shares0.00%2026-06-302026-07-29

BBY Best Buy Company Inc2.0K shares-11.86%2026-06-302026-07-29

EMXF iShares ESG Advanced MSCI EM E2.6K shares-0.39%2026-06-302026-07-29

BX Blackstone Inc1.2K shares23.24%2026-06-302026-07-29

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MGEE Mge Energy Inc1.8K shares0.17%2026-06-302026-07-29

GOVT Ishares Tr US Treasury6.3K shares-60.83%2026-06-302026-07-29

CEG Constellation Energy Corp577 shares18.24%2026-06-302026-07-29

MTB M & T Bank Corp600 shares-10.04%2026-06-302026-07-29

BHP BHP Group Ltd Spons ADR1.7K shares-22.74%2026-06-302026-07-29

INVESCO AMERICAN FRANCHISE A INVESCO AMERICAN FRANCHISE A4.5K sharesnew addition2026-06-302026-07-29

DMXF iShares ESG Advanced MSCI EAFE1.7K shares-8.98%2026-06-302026-07-29

ADSK Autodesk Inc709 shares0.00%2026-06-302026-07-29

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SNPS Synopsys Inc304 shares0.00%2026-06-302026-07-29

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND2.8K shares-78.31%2026-06-302026-07-29

WBD Warner Bros Discovery Inc5.0K shares-19.30%2026-06-302026-07-29

FI Fiserv Inc2.7K shares-15.19%2026-06-302026-07-29

T. ROWE PRICE CAPITAL APPRECIATION I T. ROWE PRICE CAPITAL APPRECIATION I3.3K sharesnew addition2026-06-302026-07-29

KJAN Innovator Russell 2000 Power B2.8K shares0.00%2026-06-302026-07-29

ESML iShares ESG Aware MSCI USA Sma2.2K shares-0.31%2026-06-302026-07-29

TPL Texas Pacific Land Corporation284 shares-41.68%2026-06-302026-07-29

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RY Royal Bank of Canada600 shares0.00%2026-06-302026-07-29

SCHX SCHWAB U.S. LARGE-CAP ETF4.2K shares-77.84%2026-06-302026-07-29

LMBS FIRST TRUST LOW DURATIONOPPORTUNITIES ETF2.4K shares-66.23%2026-06-302026-07-29

SPG Simon Ppty Group Inc544 shares0.00%2026-06-302026-07-29

NULG Nuveen ESG Large Cap Growth ET1.0K shares0.00%2026-06-302026-07-29

Vanguard Russell 2000 Vanguard Russell 2000996 shares3.11%2026-06-302026-07-29

Ameriprise Financial Inc. Ameriprise Financial Inc.250 shares0.00%2026-06-302026-07-29

IJUL Innovator MSCI EAFE Power Buff3.1K shares0.00%2026-06-302026-07-29

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NFG National Fuel Gas CO1.4K shares0.00%2026-06-302026-07-29

ICLN iShares Global Clean Energy ET5.3K shares0.00%2026-06-302026-07-29

AMERICAN FUNDS BOND FUND OF AMER F2 AMERICAN FUNDS BOND FUND OF AMER F29.6K sharesnew addition2026-06-302026-07-29

JULW AllianzIM US Large Cap Buffer22.6K shares0.00%2026-06-302026-07-29

VGLT Vanguard Long-Term Treasury ET1.9K shares0.00%2026-06-302026-07-29

ALGER CAPITAL APPRECIATION INSTL Z-2 ALGER CAPITAL APPRECIATION INSTL Z-21.6K sharesnew addition2026-06-302026-07-29

Palantir Technologies, Inc. Palantir Technologies, Inc.905 shares0.00%2026-06-302026-07-29

CHH Choice Hotels International In950 shares0.00%2026-06-302026-07-29

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MBSD Flexshares Disciplined Duratio5.1K shares0.00%2026-06-302026-07-29

CPRT Copart Inc3.6K shares23.64%2026-06-302026-07-29

MKC McCormick & CO Inc2.0K shares-8.97%2026-06-302026-07-29

MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES374 shares0.00%2026-06-302026-07-29

MFS TOTAL RETURN I MFS TOTAL RETURN I5.2K sharesnew addition2026-06-302026-07-29

AMERICAN FUNDS INCOME FUND OF AMER F2 AMERICAN FUNDS INCOME FUND OF AMER F23.7K sharesnew addition2026-06-302026-07-29

IJJ Ishares S&P Midcap 400/Value E685 shares4.58%2026-06-302026-07-29

BALL Ball Corp1.6K shares0.00%2026-06-302026-07-29

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IAU iShares Gold Trust New1.3K shares0.00%2026-06-302026-07-29

PYPL Paypal Holdings Inc2.3K shares-72.04%2026-06-302026-07-29

REGN Regeneron Pharmaceuticals Inc157 shares-2.48%2026-06-302026-07-29

TPR Tapestry Inc664 shares-1.48%2026-06-302026-07-29

ZBRA Zebra Technologies Corp368 shares0.00%2026-06-302026-07-29

MTD Mettler Toledo International75 shares-57.39%2026-06-302026-07-29

LRCX Lam Research Corporation220 shares0.00%2026-06-302026-07-29

EFV ISHARES MSCI EAFE VALUE ETF1.2K shares-84.54%2026-06-302026-07-29

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DFA GLOBAL ALLOCATION 25/75 I DFA GLOBAL ALLOCATION 25/75 I6.4K sharesnew addition2026-06-302026-07-29

EOG Eog Res Inc714 shares-9.85%2026-06-302026-07-29

SUSA iShares MSCI USA ESG Select ET600 shares0.00%2026-06-302026-07-29

CPNG Coupang Inc5.3K shares0.00%2026-06-302026-07-29

DFA US LARGE COMPANY I DFA US LARGE COMPANY I1.8K sharesnew addition2026-06-302026-07-29

ICF IShares Cohen Steers REIT ETF1.3K shares0.00%2026-06-302026-07-29

KIM Kimco Realty Corp3.5K shares0.00%2026-06-302026-07-29

BNS Bank of Nova Scotia Halifax1.0K shares0.00%2026-06-302026-07-29

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TLTE FlexShares Emerging Mkts Facto1.1K shares0.00%2026-06-302026-07-29

Archrock Inc Archrock Inc2.1K shares0.00%2026-06-302026-07-29

WDFC Wd-40 Co Com350 shares0.00%2026-06-302026-07-29

DFA INTL SUSTAINABILITY CORE 1 DFA INTL SUSTAINABILITY CORE 15.0K sharesnew addition2026-06-302026-07-29

DFA US SOCIAL CORE EQUITY 2 PORTFOLIO DFA US SOCIAL CORE EQUITY 2 PORTFOLIO2.2K sharesnew addition2026-06-302026-07-29

SPDR GOLD MINISHARES SPDR GOLD MINISHARES1.0K shares-1.25%2026-06-302026-07-29

SLV iShares Silver Trust1.5K shares-16.02%2026-06-302026-07-29

CHD Church & Dwight Inc837 shares-1.76%2026-06-302026-07-29

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CBU Community Financial System, In1.2K shares0.00%2026-06-302026-07-29

WY WEYERHAEUSER CO REIT3.3K shares-6.63%2026-06-302026-07-29

USHY IShares Broad USD High Yield C2.1K shares0.00%2026-06-302026-07-29

VANGUARD INFORMATION TECHNOLOGY IDX ADM VANGUARD INFORMATION TECHNOLOGY IDX ADM157 sharesnew addition2026-06-302026-07-29

PGX Invesco Preferred ETF7.0K shares0.00%2026-06-302026-07-29

DFA US SUSTAINABILITY CORE 1 DFA US SUSTAINABILITY CORE 11.3K sharesnew addition2026-06-302026-07-29

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF1.3K shares-82.76%2026-06-302026-07-29

BNDX Vanguard Total International B1.5K shares0.00%2026-06-302026-07-29

Sponsored

VOE Vanguard Mid-Cap Value Index F369 shares-5.63%2026-06-302026-07-29

BUFFALO INTERNATIONAL BUFFALO INTERNATIONAL2.5K sharesnew addition2026-06-302026-07-29

OXY Occidental Pete Corp1.4K shares-0.56%2026-06-302026-07-29

PIO Invesco Global Water ETF1.5K shares0.00%2026-06-302026-07-29

SPYV State Street SPDR Portfolio S&1.1K shares-37.97%2026-06-302026-07-29

BKR Baker Hughes Company1.2K shares0.00%2026-06-302026-07-29

CNM Core & Main Inc1.4K shares0.00%2026-06-302026-07-29

VRSK Verisk Analytics Inc371 shares-3.64%2026-06-302026-07-29

Sponsored

IXN ISHARES GLOBAL TECH ETF456 shares-47.34%2026-06-302026-07-29

EUAD Select STOXX Europe Aerospace1.5K shares0.00%2026-06-302026-07-29

CALAMOS GROWTH & INCOME A CALAMOS GROWTH & INCOME A1.1K sharesnew addition2026-06-302026-07-29

VOOV Vanguard S&P 500 Value ETF295 shares0.00%2026-06-302026-07-29

NWFL Norwood Financial Corp2.0K shares0.00%2026-06-302026-07-29

SMH VANECK SEMICONDUCTOR ETF98 shares3.16%2026-06-302026-07-29

CTAS Cintas Corp376 shares-2.59%2026-06-302026-07-29

FIDELITY 500 INDEX FIDELITY 500 INDEX243 sharesnew addition2026-06-302026-07-29

Sponsored

SCHE Schwab Emerging Markets ETF1.7K shares-0.58%2026-06-302026-07-29

WAT Waters Corp165 shares-37.74%2026-06-302026-07-29

SJM Jm Smucker CO541 shares0.00%2026-06-302026-07-29

GII SPDR S&P Global Infrastructure801 shares80000.00%2026-06-302026-07-29

FMDE Fidelity Enhanced Mid Cap Core1.5K shares189.51%2026-06-302026-07-29

Snowflake Inc Snowflake Inc234 shares0.00%2026-06-302026-07-29

FIDELITY NEW YORK MUNICIPAL INCOME FIDELITY NEW YORK MUNICIPAL INCOME4.7K sharesnew addition2026-06-302026-07-29

KEY Keycorp2.6K shares-45.75%2026-06-302026-07-29

Sponsored

RMT Royce Micro-Cap Trust, Inc.4.0K shares0.00%2026-06-302026-07-29

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF736 shares0.00%2026-06-302026-07-29

VANGUARD WELLINGTON INV VANGUARD WELLINGTON INV1.3K sharesnew addition2026-06-302026-07-29

OGE Oge Energy Corp1.2K shares0.00%2026-06-302026-07-29

MSFT

MICROSOFT CORP

-0.52%

Shares201.6K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-5.27%

Shares256.5K

Event2026-06-30

Filed2026-07-29

GOOGL

Alphabet Inc Cl A

-3.22%

Shares141.7K

Event2026-06-30

Filed2026-07-29

GOOG

Alphabet Inc Cl C

-4.28%

Shares138.5K

Event2026-06-30

Filed2026-07-29

GUNR

FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

1.55%

Shares941.0K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-4.09%

Shares38.4K

Event2026-06-30

Filed2026-07-29

J P Morgan Chase & Co

-1.78%

Shares122.8K

Event2026-06-30

Filed2026-07-29

EFG

Ishares MSCI EAFE Growth ETF

0.19%

Shares291.9K

Event2026-06-30

Filed2026-07-29

Trane Technologies Plc ADR

-0.99%

Shares56.0K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-3.51%

Shares104.2K

Event2026-06-30

Filed2026-07-29

AMZN

Amazon.Com Inc

-2.25%

Shares96.2K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-6.53%

Shares157.0K

Event2026-06-30

Filed2026-07-29

LOW

Lowes Companies Inc

-0.89%

Shares90.2K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-0.39%

Shares30.2K

Event2026-06-30

Filed2026-07-29

Cisco Systems Inc

-0.66%

Shares152.1K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD S&P 500 ETF

65.53%

Shares25.6K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-4.28%

Shares115.8K

Event2026-06-30

Filed2026-07-29

BRK.B

Berkshire Hathaway Cl B

-10.14%

Shares33.2K

Event2026-06-30

Filed2026-07-29

MCD

McDonalds Corp

-1.24%

Shares61.0K

Event2026-06-30

Filed2026-07-29

Raytheon Technologies Co

-2.75%

Shares81.9K

Event2026-06-30

Filed2026-07-29

IBM

IBM CORP

-6.89%

Shares50.4K

Event2026-06-30

Filed2026-07-29

WMT

Wal Mart Inc

-4.46%

Shares121.7K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORP

-3.82%

Shares68.6K

Event2026-06-30

Filed2026-07-29

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

2.93%

Shares134.3K

Event2026-06-30

Filed2026-07-29

CVX

Chevron Corporation

-2.80%

Shares79.9K

Event2026-06-30

Filed2026-07-29

NBTB

NBT BANCORP INC

0.38%

Shares261.4K

Event2026-06-30

Filed2026-07-29

Costco Wholesale Corp

-2.70%

Shares13.8K

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-1.34%

Shares241.6K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-2.25%

Shares50.0K

Event2026-06-30

Filed2026-07-29

SDY

State Street SPDR S&P Dividend

-1.01%

Shares81.1K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY AND CO

16.67%

Shares10.1K

Event2026-06-30

Filed2026-07-29

PANW

Palo Alto Networks

9.35%

Shares35.2K

Event2026-06-30

Filed2026-07-29

MRK

Merck & Co Inc

-2.57%

Shares87.6K

Event2026-06-30

Filed2026-07-29

MDY

State Street SPDR S&P MIDCAP 4

-2.63%

Shares14.8K

Event2026-06-30

Filed2026-07-29

TJX

TJX Cos Inc

0.49%

Shares67.4K

Event2026-06-30

Filed2026-07-29

Goldman Sachs Group Inc

-0.60%

Shares9.8K

Event2026-06-30

Filed2026-07-29

UNP

Union Pac Corp

-0.37%

Shares36.1K

Event2026-06-30

Filed2026-07-29

State Street SPDR S&P 500 ETF

-1.83%

Shares13.1K

Event2026-06-30

Filed2026-07-29

IWM

Ishares Russell 2000 ETF

-4.40%

Shares32.7K

Event2026-06-30

Filed2026-07-29

GWW

Grainger W W Inc

-2.51%

Shares7.1K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-2.95%

Shares68.8K

Event2026-06-30

Filed2026-07-29

Ishares Core Msci Eafe ETF

-1.73%

Shares92.5K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABS

-2.37%

Shares96.0K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

-0.53%

Shares272.6K

Event2026-06-30

Filed2026-07-29

EDV

Vanguard Extended Duration Tre

-33.89%

Shares126.7K

Event2026-06-30

Filed2026-07-29

BMO

Bank Montreal Quebec

0.03%

Shares46.1K

Event2026-06-30

Filed2026-07-29

EFA

Ishares Msci Eafe ETF

0.34%

Shares77.8K

Event2026-06-30

Filed2026-07-29

DHR

Danaher Corp

0.74%

Shares40.3K

Event2026-06-30

Filed2026-07-29

ADP

Automatic Data Processing Inc

-7.98%

Shares34.2K

Event2026-06-30

Filed2026-07-29

S&P Global Inc

-1.97%

Shares17.8K

Event2026-06-30

Filed2026-07-29

Coca Cola CO

-1.28%

Shares87.5K

Event2026-06-30

Filed2026-07-29

Nextera Energy Inc

-4.63%

Shares80.1K

Event2026-06-30

Filed2026-07-29

NFRA

FlexShares STOXX Glbl Brd Infr

-4.10%

Shares109.0K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-2.28%

Shares47.4K

Event2026-06-30

Filed2026-07-29

General Dynamics Corp

-0.55%

Shares19.5K

Event2026-06-30

Filed2026-07-29

SHY

Ishares 1-3 Year Treasury ETF

-2.23%

Shares83.4K

Event2026-06-30

Filed2026-07-29

XLK

State Street Technology Select

1.37%

Shares35.7K

Event2026-06-30

Filed2026-07-29

EEM

Ishares Msci Emerging Mkt ETF

-0.66%

Shares96.3K

Event2026-06-30

Filed2026-07-29

Vanguard Total Stock

-72.95%

Shares16.8K

Event2026-06-30

Filed2026-07-29

INTC

Intel Corp

-0.33%

Shares43.9K

Event2026-06-30

Filed2026-07-29

Broadcom Inc

0.23%

Shares16.0K

Event2026-06-30

Filed2026-07-29

Visa Inc Cl A

3.31%

Shares16.7K

Event2026-06-30

Filed2026-07-29

QCOM

Qualcomm Inc

-3.77%

Shares30.6K

Event2026-06-30

Filed2026-07-29

ETN

Eaton Corp PLC

1.11%

Shares12.8K

Event2026-06-30

Filed2026-07-29

Unitedhealth Group Inc

-1.95%

Shares13.0K

Event2026-06-30

Filed2026-07-29

NYF

Ishares New York Muni Bond ETF

2.86%

Shares97.9K

Event2026-06-30

Filed2026-07-29

Philip Morris International

-0.75%

Shares29.0K

Event2026-06-30

Filed2026-07-29

Meta Platforms Inc

-1.71%

Shares9.3K

Event2026-06-30

Filed2026-07-29

VXUS

Vanguard Total International S

-1.47%

Shares61.0K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

-1.30%

Shares53.0K

Event2026-06-30

Filed2026-07-29

AXP

American Express CO

-1.93%

Shares14.8K

Event2026-06-30

Filed2026-07-29

Home Depot Inc

-6.84%

Shares13.8K

Event2026-06-30

Filed2026-07-29

IJH

Ishares Core S&P Mid-Cap ETF

-0.77%

Shares62.2K

Event2026-06-30

Filed2026-07-29

Ishares Core Total U.S. Aggreg

-54.08%

Shares48.3K

Event2026-06-30

Filed2026-07-29

APH

Amphenol Corp

-1.52%

Shares26.6K

Event2026-06-30

Filed2026-07-29

Ingersoll Rand Inc

0.00%

Shares56.7K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

2.41%

Shares12.3K

Event2026-06-30

Filed2026-07-29

IBB

Ishares Nasdaq Biotech ETF

-3.29%

Shares22.8K

Event2026-06-30

Filed2026-07-29

NVS

Novartis Ag Spons ADR

-1.46%

Shares27.4K

Event2026-06-30

Filed2026-07-29

ISHARES CORE S&P 500 ETF

-38.48%

Shares5.7K

Event2026-06-30

Filed2026-07-29

TMO

Thermo Fisher Scientific Inc

-1.02%

Shares8.5K

Event2026-06-30

Filed2026-07-29

LIN

Linde PLC

-3.51%

Shares8.2K

Event2026-06-30

Filed2026-07-29

LMT

Lockheed Martin Corp

-2.99%

Shares8.3K

Event2026-06-30

Filed2026-07-29

VCLT

Vanguard Long-Term CorporateBo

0.00%

Shares54.9K

Event2026-06-30

Filed2026-07-29

CVS

CVS Health Corp

-1.24%

Shares39.2K

Event2026-06-30

Filed2026-07-29

SCZ

Ishares Msci Eafe Small Cap ET

-2.63%

Shares48.8K

Event2026-06-30

Filed2026-07-29

HYG

Ishares IBoxx High Yield Corpo

-25.52%

Shares50.1K

Event2026-06-30

Filed2026-07-29

SPDW

State St SPDR Port Developed W

-0.20%

Shares78.9K

Event2026-06-30

Filed2026-07-29

XLB

State Street Materials Select

-0.35%

Shares77.9K

Event2026-06-30

Filed2026-07-29

Vaneck Vectors Gold Miners ETF

0.18%

Shares52.1K

Event2026-06-30

Filed2026-07-29

CARR

Carrier Global Corporation

-1.07%

Shares52.4K

Event2026-06-30

Filed2026-07-29

TROW

T Rowe Price Group Inc

-2.33%

Shares33.5K

Event2026-06-30

Filed2026-07-29

BRK.A

Berkshire Hathaway Inc Class A

0.00%

Shares5

Event2026-06-30

Filed2026-07-29

ADI

Analog Devices Inc

-0.21%

Shares9.4K

Event2026-06-30

Filed2026-07-29

IEMG

Ishares Core Emerging Markets

-1.27%

Shares44.9K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-7.90%

Shares152.2K

Event2026-06-30

Filed2026-07-29

JMUB

JPMorgan Municipal ETF

128.85%

Shares70.4K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMERICA CORP

-2.32%

Shares61.0K

Event2026-06-30

Filed2026-07-29

VTV

Vanguard Value ETF

-83.76%

Shares15.9K

Event2026-06-30

Filed2026-07-29

State Street Utilities Select

-0.58%

Shares74.6K

Event2026-06-30

Filed2026-07-29

Mastercard Inc Cl A

3.60%

Shares6.5K

Event2026-06-30

Filed2026-07-29

Quanta Services Incorporated

-10.87%

Shares4.6K

Event2026-06-30

Filed2026-07-29

Verizon Communications

-11.28%

Shares74.1K

Event2026-06-30

Filed2026-07-29

KRE

State Street SPDR S&P Regional

-1.69%

Shares41.8K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-2.96%

Shares43.5K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-86.73%

Shares16.5K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL MYERS SQUIBB CO

-6.60%

Shares52.8K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB U.S. SMALL-CAP ETF

-18.46%

Shares84.0K

Event2026-06-30

Filed2026-07-29

Netflix Inc

-2.64%

Shares42.5K

Event2026-06-30

Filed2026-07-29

Microchip Technology Inc

-0.39%

Shares31.5K

Event2026-06-30

Filed2026-07-29

DON

WisdomTree MidCap Dividend ETF

-24.21%

Shares50.6K

Event2026-06-30

Filed2026-07-29

SCHF

Schwab International Equity ET

-7.30%

Shares101.3K

Event2026-06-30

Filed2026-07-29

PFF

Ishares S&P Pref Stk ETF

2.09%

Shares89.9K

Event2026-06-30

Filed2026-07-29

Morgan Stanley

-2.29%

Shares13.0K

Event2026-06-30

Filed2026-07-29

XLRE

State Street Real Estate Sel S

-0.14%

Shares61.1K

Event2026-06-30

Filed2026-07-29

AFL

Aflac Inc

-0.16%

Shares22.8K

Event2026-06-30

Filed2026-07-29

WFC

Wells Fargo & Co

-5.59%

Shares31.6K

Event2026-06-30

Filed2026-07-29

BOEING CO

-3.65%

Shares11.9K

Event2026-06-30

Filed2026-07-29

MDLZ

Mondelez International Inc

-1.59%

Shares43.8K

Event2026-06-30

Filed2026-07-29

UBER

Uber Technologies Inc

-6.74%

Shares35.0K

Event2026-06-30

Filed2026-07-29

BLK

Blackrock Inc

1.04%

Shares2.6K

Event2026-06-30

Filed2026-07-29

Allegion PLC

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-29

CRM

Salesforce Inc

-4.91%

Shares15.7K

Event2026-06-30

Filed2026-07-29

TGT

Target Corp

-0.59%

Shares18.6K

Event2026-06-30

Filed2026-07-29

ALV

Autoliv Inc

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-29

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

-2.76%

Shares45.0K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

-0.43%

Shares15.8K

Event2026-06-30

Filed2026-07-29

XLY

State Street Consumer Dis Sele

-1.62%

Shares19.1K

Event2026-06-30

Filed2026-07-29

VOT

Vanguard Mid-Cap Growth Index

-0.15%

Shares7.2K

Event2026-06-30

Filed2026-07-29

Applied Materials Inc

-0.82%

Shares3.0K

Event2026-06-30

Filed2026-07-29

ECL

Ecolab Inc

-1.46%

Shares7.7K

Event2026-06-30

Filed2026-07-29

Chubb Ltd

-0.69%

Shares6.3K

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

-2.03%

Shares19.8K

Event2026-06-30

Filed2026-07-29

APD

Air Products & Chemicals Inc

-0.55%

Shares7.3K

Event2026-06-30

Filed2026-07-29

USB

U S Bancorp Del

-2.74%

Shares35.2K

Event2026-06-30

Filed2026-07-29

JPST

JPMorgan Ultra-Short Income ET

-0.55%

Shares40.9K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES CORE S&P SMALL-CAP ETF

-9.86%

Shares13.9K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD SHARES

-41.63%

Shares5.5K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS GROWTH FUND OF AMER F2

New

Shares22.8K

Event2026-06-30

Filed2026-07-29

SCHWAB GOVERNMENT MONEY INV

New

Shares2.0M

Event2026-06-30

Filed2026-07-29

AT&T INC

-12.58%

Shares92.9K

Event2026-06-30

Filed2026-07-29

MMC

Marsh

-26.33%

Shares11.4K

Event2026-06-30

Filed2026-07-29

VCIT

Vanguard Inter Term Corp Bond

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-1.74%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SCHW

Charles Schwab Corp

-1.29%

Shares19.6K

Event2026-06-30

Filed2026-07-29

Southern Company

-9.85%

Shares18.5K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB U.S. AGGREGATE BOND ETF

-0.96%

Shares75.9K

Event2026-06-30

Filed2026-07-29

DIA

State St SPDR Dow Jones Ind Av

-2.98%

Shares3.4K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-79.12%

Shares9.7K

Event2026-06-30

Filed2026-07-29

UPS

United Parcel Service Cl B

-2.07%

Shares15.9K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SHORT TERM COR BD ETF

-81.53%

Shares21.0K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS AMERICAN BALANCED F2

New

Shares40.1K

Event2026-06-30

Filed2026-07-29

IWO

Ishares Russell 2000 Growth ET

7.21%

Shares4.2K

Event2026-06-30

Filed2026-07-29

NSC

Norfolk Southern Corp

-1.70%

Shares5.2K

Event2026-06-30

Filed2026-07-29

XLI

State Street Industrial Select

-1.04%

Shares8.8K

Event2026-06-30

Filed2026-07-29

VNQ

Vanguard Real Estate ETF

-6.29%

Shares16.9K

Event2026-06-30

Filed2026-07-29

SYK

Stryker Corporation

-5.75%

Shares5.0K

Event2026-06-30

Filed2026-07-29

IYZ

Ishares DJ US Telcom Sector ET

-0.22%

Shares37.3K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-0.29%

Shares5.2K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-46.63%

Shares6.1K

Event2026-06-30

Filed2026-07-29

Bank of New York Mellon Corp

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-29

MOO

Vaneck ETF Trust Agribusiness

-0.26%

Shares19.0K

Event2026-06-30

Filed2026-07-29

ICE

Intercontinental Exchange Inc

-0.55%

Shares12.1K

Event2026-06-30

Filed2026-07-29

RBC

Rbc Bearings Inc

-0.95%

Shares2.3K

Event2026-06-30

Filed2026-07-29

3M CO

-1.11%

Shares9.1K

Event2026-06-30

Filed2026-07-29

VEA

Vanguard FTSE Developed Market

0.49%

Shares20.7K

Event2026-06-30

Filed2026-07-29

VWO

Vanguard Ftse Emerging Markets

-0.83%

Shares24.5K

Event2026-06-30

Filed2026-07-29

PERMANENT PORTFOLIO PERMANENT I

New

Shares18.9K

Event2026-06-30

Filed2026-07-29

EEMV

iShares MSCI Emerg Mkt Min Vol

-16.14%

Shares19.0K

Event2026-06-30

Filed2026-07-29

LHX

L3 Harris Technologies Inc

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

PIMCO INCOME I-3

New

Shares129.6K

Event2026-06-30

Filed2026-07-29

XLF

Financial Select Sector SPDR

-0.63%

Shares26.1K

Event2026-06-30

Filed2026-07-29

STUB

Stubhub Holdings Cl A

-31.52%

Shares108.7K

Event2026-06-30

Filed2026-07-29

VGT

Vanguard Information Technolog

152.22%

Shares11.6K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS FUNDAMENTAL INVS F2

New

Shares13.2K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-3.04%

Shares3.8K

Event2026-06-30

Filed2026-07-29

TSM

Taiwan Semiconductor Spons ADR

32.90%

Shares2.8K

Event2026-06-30

Filed2026-07-29

BSV

Vanguard Short Term Bond ETF

-13.70%

Shares17.0K

Event2026-06-30

Filed2026-07-29

AWK

American Water Works CO Inc

-2.87%

Shares9.9K

Event2026-06-30

Filed2026-07-29

AEM

Agnico Eagle Mines Ltd

8.15%

Shares8.4K

Event2026-06-30

Filed2026-07-29

BIV

Vanguard Intermediate-Term Bon

-0.54%

Shares16.6K

Event2026-06-30

Filed2026-07-29

ANGL

VANECK FALLEN ANGEL HIGHYIELD BOND ETF

-78.32%

Shares43.1K

Event2026-06-30

Filed2026-07-29

Vanguard Index Fund Mid-Cap

250.18%

Shares15.6K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

-5.60%

Shares5.6K

Event2026-06-30

Filed2026-07-29

VBR

Vanguard Small Cap Value ETF

-84.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

Medtronic PLC

-0.09%

Shares15.4K

Event2026-06-30

Filed2026-07-29

XLV

State Street Health Care Selec

-0.12%

Shares7.6K

Event2026-06-30

Filed2026-07-29

SLB

SLB Limited

-5.90%

Shares25.7K

Event2026-06-30

Filed2026-07-29

AOR

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

-83.20%

Shares17.2K

Event2026-06-30

Filed2026-07-29

PTY

Pimco Corporate & Income Oppor

0.00%

Shares98.4K

Event2026-06-30

Filed2026-07-29

IWR

Ishares Russell Mid Cap ETF

0.03%

Shares10.7K

Event2026-06-30

Filed2026-07-29

BND

Vanguard Total Bond Market ETF

-3.80%

Shares16.0K

Event2026-06-30

Filed2026-07-29

DES

WisdomTree SmallCap Dividend E

-42.46%

Shares28.8K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-84.66%

Shares12.3K

Event2026-06-30

Filed2026-07-29

GIS

General Mls Inc

0.05%

Shares33.7K

Event2026-06-30

Filed2026-07-29

TDG

Transdigm Group Inc

0.00%

Shares852

Event2026-06-30

Filed2026-07-29

HDV

ISHARES CORE HIGH DIVIDEND ETF

335.28%

Shares40.8K

Event2026-06-30

Filed2026-07-29

QQQ

Invesco QQQ Trust Unit Ser 1

-3.39%

Shares1.5K

Event2026-06-30

Filed2026-07-29

Dominion Energy Inc

-15.36%

Shares16.1K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

-3.93%

Shares2.8K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-0.46%

Shares10.7K

Event2026-06-30

Filed2026-07-29

XLE

State Street Energy Select Sec

-4.76%

Shares20.6K

Event2026-06-30

Filed2026-07-29

DFA GLOBAL EQUITY I

New

Shares24.6K

Event2026-06-30

Filed2026-07-29

COP

Conocophillips

-3.33%

Shares10.4K

Event2026-06-30

Filed2026-07-29

SYY

Sysco Corp

-42.27%

Shares12.8K

Event2026-06-30

Filed2026-07-29

BAM

Brookfield Asset Mgmt Inc Cl A

0.00%

Shares23.8K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

-7.58%

Shares11.6K

Event2026-06-30

Filed2026-07-29

OTIS

Otis Worldwide Corp

-2.75%

Shares14.6K

Event2026-06-30

Filed2026-07-29

IWF

Ishares Russell 1000 Growth ET

300.00%

Shares8.4K

Event2026-06-30

Filed2026-07-29

DIVO

Amplify CWP Enhanced Dividend

-0.20%

Shares22.6K

Event2026-06-30

Filed2026-07-29

NVO

Novo Nordisk As Spons ADR

-0.16%

Shares21.4K

Event2026-06-30

Filed2026-07-29

AON

Aon PLC ADR

-16.42%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MET

METLIFE INC

0.00%

Shares11.9K

Event2026-06-30

Filed2026-07-29

GILD

Gilead Sciences Inc

-0.71%

Shares7.8K

Event2026-06-30

Filed2026-07-29

JEPI

JPMorgan Equity Premium Income

-11.40%

Shares17.3K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES S&P 500 GROWTH ETF

15.82%

Shares7.1K

Event2026-06-30

Filed2026-07-29

GQRE

FlexShares Global Quality Real

-0.48%

Shares14.8K

Event2026-06-30

Filed2026-07-29

Corteva Inc Com

-2.19%

Shares11.2K

Event2026-06-30

Filed2026-07-29

MUB

Ishares National Muni Bond ETF

73.97%

Shares8.7K

Event2026-06-30

Filed2026-07-29

CMI

Cummins Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

EMXC

Ishares MSCI Emerging Markets

-3.67%

Shares9.0K

Event2026-06-30

Filed2026-07-29

DKS

Dicks Sporting Goods Inc

-6.11%

Shares3.9K

Event2026-06-30

Filed2026-07-29

GSK PLC Sponsored ADR

0.11%

Shares16.6K

Event2026-06-30

Filed2026-07-29

SUB

iShares Short-Term National Mu

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC CLASS CLASS B

-20.08%

Shares20.6K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES S&P 500 VALUE ETF

-1.53%

Shares3.7K

Event2026-06-30

Filed2026-07-29

SHW

Sherwin Williams CO

-29.06%

Shares2.4K

Event2026-06-30

Filed2026-07-29

XLC

State Street Comm Svcs Select

21.04%

Shares7.6K

Event2026-06-30

Filed2026-07-29

IWP

Ishares Russell Midcap Growth

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-29

FAST

Fastenal CO

-1.42%

Shares16.3K

Event2026-06-30

Filed2026-07-29

AMT

American Tower Corp REIT

-10.32%

Shares4.8K

Event2026-06-30

Filed2026-07-29

TFC

Truist Financial Corporation

-15.27%

Shares15.0K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS INVMT CO OF AMER F2

New

Shares11.0K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB U.S. MID-CAP ETF

-29.72%

Shares20.0K

Event2026-06-30

Filed2026-07-29

CNI

Canadian National Railway Comp

-3.13%

Shares6.2K

Event2026-06-30

Filed2026-07-29

MAR

Marriott International Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

AMD

Advanced Micro Devices

-20.49%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PSK

State Street SPDR ICE Preferre

0.00%

Shares21.9K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW CLASS A

-5.31%

Shares27.0K

Event2026-06-30

Filed2026-07-29

Citigroup Inc

-8.55%

Shares4.7K

Event2026-06-30

Filed2026-07-29

DOW

DOW INC

-1.72%

Shares23.6K

Event2026-06-30

Filed2026-07-29

ITW

Illinois Tool Wks Inc

-2.76%

Shares2.4K

Event2026-06-30

Filed2026-07-29

XLP

State Street Consumer Staples

-0.62%

Shares7.5K

Event2026-06-30

Filed2026-07-29

CSX

Csx Corp

-0.53%

Shares13.0K

Event2026-06-30

Filed2026-07-29

Servicenow Inc

19.85%

Shares6.2K

Event2026-06-30

Filed2026-07-29

KMB

Kimberly Clark Corp

-1.79%

Shares5.5K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC FTENDER OFFER EXP:

-4.96%

Shares7.8K

Event2026-06-30

Filed2026-07-29

TEL

TE Connectivity PLC

-4.70%

Shares3.0K

Event2026-06-30

Filed2026-07-29

FNDF

Schwab Fundamental Intl Lg Co

1.38%

Shares11.1K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS WASHINGTON MUTUAL F2

New

Shares8.8K

Event2026-06-30

Filed2026-07-29

QUAL

iShares Edge MSCI USA Quality

-16.42%

Shares2.6K

Event2026-06-30

Filed2026-07-29

MBB

Ishares Barclays Mbs Bond ETF

-16.57%

Shares6.1K

Event2026-06-30

Filed2026-07-29

Freeport-McMoran Inc

-2.92%

Shares9.1K

Event2026-06-30

Filed2026-07-29

SPEM

STATE ST SPDR PORT EMERGING MA

0.83%

Shares10.9K

Event2026-06-30

Filed2026-07-29

SPIB

ST STR SPDR PORT INTER TERM CO

-0.27%

Shares16.7K

Event2026-06-30

Filed2026-07-29

Vanguard Small-Cap ETF

-7.86%

Shares1.8K

Event2026-06-30

Filed2026-07-29

IWN

Ishares Russell 2000 Value ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

DUK

Duke Energy Corp

-11.36%

Shares4.3K

Event2026-06-30

Filed2026-07-29

ORLY

O'Reilly Automotive Inc

-4.99%

Shares5.8K

Event2026-06-30

Filed2026-07-29

HYDB

Ishares Tr High Yield Systemat

-6.02%

Shares11.4K

Event2026-06-30

Filed2026-07-29

MLM

Martin Marietta Matls Inc

0.00%

Shares915

Event2026-06-30

Filed2026-07-29

MKL

Markel Group INC COM

0.00%

Shares270

Event2026-06-30

Filed2026-07-29

BDX

Becton Dickinson

5.52%

Shares3.5K

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

0.37%

Shares1.9K

Event2026-06-30

Filed2026-07-29

EPD

Enterprise Prods Partners LP

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-59.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

XYL

Xylem Inc

-0.12%

Shares4.0K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS NEW PERSPECTIVE F2

New

Shares6.1K

Event2026-06-30

Filed2026-07-29

IJK

Ishares S&P Midcap 400/Grwth E

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

AGI

Alamos Gold Inc New

26.68%

Shares14.8K

Event2026-06-30

Filed2026-07-29

Travelers Companies Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ALL

Allstate Corp

-9.61%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IQV

IQVIA Holdings Inc

77.93%

Shares2.3K

Event2026-06-30

Filed2026-07-29

IWY

IShares Russell Top 200 Growth

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

FTV

Fortive Corp

-4.51%

Shares7.1K

Event2026-06-30

Filed2026-07-29

Jacobs Solutions Inc

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

IQDF

FlexShares International Quali

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

ENB

Enbridge Incorporated

-8.33%

Shares7.8K

Event2026-06-30

Filed2026-07-29

Liberty Media Corp Del

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-29

RSP

Invesco S&P 500 Equal Weight E

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

GVI

iShares Tr Intrm Gov Cr ETF

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

CAH

Cardinal Health Inc

-0.57%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CDNS

Cadence Design System Inc

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

DTE

DTE Energy Co

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

WWD

Woodward Inc

0.00%

Shares933

Event2026-06-30

Filed2026-07-29

GEHC

GE HEALTHCARE TECHNOLOGI

-3.83%

Shares6.2K

Event2026-06-30

Filed2026-07-29

IGIB

Ishares 5-10 Yr Inv Gr Corp Bd

-0.27%

Shares7.4K

Event2026-06-30

Filed2026-07-29

IEI

Ishares 3-7 Year Treasury Bond

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

IGLB

Ishares Tr 10 Yr Invst Grd

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-29

IWS

Ishares Russell MidCap Value

2.34%

Shares2.4K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS CAPITAL WORLD GR&INC F2

New

Shares4.7K

Event2026-06-30

Filed2026-07-29

VYM

Vanguard High Dividend Yield E

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

Waste Management Inc

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VUG

Vanguard Index Fds Growth ETF

436.08%

Shares4.4K

Event2026-06-30

Filed2026-07-29

CMG

Chipotle Mexican Grill Inc

-21.54%

Shares11.2K

Event2026-06-30

Filed2026-07-29

CLX

Clorox Company

-6.49%

Shares4.0K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-8.80%

Shares736

Event2026-06-30

Filed2026-07-29

ABRDN PHYSICAL GOLD SHARES ETF

440.11%

Shares9.7K

Event2026-06-30

Filed2026-07-29

VEU

Vanguard Ftse All World

-14.94%

Shares4.4K

Event2026-06-30

Filed2026-07-29

CME

CME Group Inc.

-1.32%

Shares1.6K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES ESG AWARE MSCI USA ETF

-71.80%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ASML

Asml Holding N V

0.00%

Shares181

Event2026-06-30

Filed2026-07-29

SCHP

Schwab US TIPs ETF

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-29

IWB

IShares Russell 1000 ETF

-6.95%

Shares870

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

-2.50%

Shares2.2K

Event2026-06-30

Filed2026-07-29

FLRN

State Street SPDR Bloomberg In

668.73%

Shares11.2K

Event2026-06-30

Filed2026-07-29

PEG

Public Service Enterprise Grou

-10.09%

Shares4.3K

Event2026-06-30

Filed2026-07-29

IEF

Ishares Barclays 7-10 Year Tr

-23.21%

Shares3.6K

Event2026-06-30

Filed2026-07-29

TC Energy Corp Com NPV

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

STT

State Street Corp

-0.35%

Shares2.0K

Event2026-06-30

Filed2026-07-29

Deutsche Bank Ag ADR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

FNDB

Schwab Fundamental US Broad Mk

-1.77%

Shares11.1K

Event2026-06-30

Filed2026-07-29

IWD

Ishares Tr Rus 1000 Val ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

DOV

Dover Corp

-1.20%

Shares1.5K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES CORE UNIVERSAL USD BOND ETF

-64.17%

Shares6.9K

Event2026-06-30

Filed2026-07-29

INTU

Intuit

-7.06%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VXF

Vanguard Extended Market Index

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SCHWAB TOTAL STOCK MARKET INDEX

New

Shares17.4K

Event2026-06-30

Filed2026-07-29

HUBB

Hubbell Inc

1.53%

Shares599

Event2026-06-30

Filed2026-07-29

URI

United Rentals Inc

0.00%

Shares272

Event2026-06-30

Filed2026-07-29

BALT

Innovator Defined Wealth Shld

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS AMERICAN MUTUAL F2

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-66.55%

Shares8.7K

Event2026-06-30

Filed2026-07-29

Vanguard Large-Cap ETF

0.00%

Shares853

Event2026-06-30

Filed2026-07-29

JPMorgan NASDAQ Eqt Prem ETF

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

-81.46%

Shares3.7K

Event2026-06-30

Filed2026-07-29

Idexx Labs Inc

-2.19%

Shares537

Event2026-06-30

Filed2026-07-29

TCW METWEST LOW DURATION BD M

New

Shares33.5K

Event2026-06-30

Filed2026-07-29

MCK

McKesson Corp

0.00%

Shares361

Event2026-06-30

Filed2026-07-29

Crane Co New/sh

4.31%

Shares1.2K

Event2026-06-30

Filed2026-07-29

HSY

The Hershey Company

-42.28%

Shares1.5K

Event2026-06-30

Filed2026-07-29

WMB

Williams Cos Inc

-6.54%

Shares3.6K

Event2026-06-30

Filed2026-07-29

MAS

Masco Corp

-4.76%

Shares3.3K

Event2026-06-30

Filed2026-07-29

SPLV

Invesco SP 500 Low Volatility

-14.74%

Shares3.5K

Event2026-06-30

Filed2026-07-29

Micron Technology Inc

4.63%

Shares226

Event2026-06-30

Filed2026-07-29

TMUS

T-Mobile US Inc

-0.51%

Shares1.6K

Event2026-06-30

Filed2026-07-29

BKLN

Invesco Tr II Senior Loan ETF

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-29

CALF

Pacer US Small Cap Cash Cows E

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

DLR

Digital Realty Trust Inc REIT

-19.10%

Shares1.4K

Event2026-06-30

Filed2026-07-29

PAYX

Paychex Inc

-83.81%

Shares2.6K

Event2026-06-30

Filed2026-07-29

CCJ

Cameco Corp ADR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

BKNG

Booking Hldgs Inc

2313.79%

Shares1.4K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS CAPITAL INCOME BLDR F2

New

Shares3.0K

Event2026-06-30

Filed2026-07-29

FDX

Fedex Corporation

-16.65%

Shares776

Event2026-06-30

Filed2026-07-29

KHC

Kraft Heinz CO

-13.70%

Shares10.2K

Event2026-06-30

Filed2026-07-29

CEF

Sprott Physical Gold & Silver

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-29

ZBH

Zimmer Biomet Holdings Inc

-4.08%

Shares2.8K

Event2026-06-30

Filed2026-07-29

BAI

IShares A.I. Innovation and Te

-2.14%

Shares4.6K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-91.97%

Shares2.9K

Event2026-06-30

Filed2026-07-29

Cigna Group

-3.36%

Shares862

Event2026-06-30

Filed2026-07-29

VLUE

iShares MSCI USA Value ETF

-4.53%

Shares1.2K

Event2026-06-30

Filed2026-07-29

VIG

Vanguard Dividend Appreciation

0.00%

Shares977

Event2026-06-30

Filed2026-07-29

Adobe Inc

-36.19%

Shares1.1K

Event2026-06-30

Filed2026-07-29

HARBOR CAPITAL APPRECIATION INV

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

-77.73%

Shares2.7K

Event2026-06-30

Filed2026-07-29

DTM

DT Midstream Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

LOOMIS SAYLES INCOME INSTL

New

Shares18.5K

Event2026-06-30

Filed2026-07-29

ROK

Rockwell Automation Inc

-1.13%

Shares437

Event2026-06-30

Filed2026-07-29

CIBR

First Trust NASDAQ Cybersecuri

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SPSB

State Street SPDR Portfolio Sh

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-29

LNT

Alliant Energy Corp

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-12.67%

Shares1.2K

Event2026-06-30

Filed2026-07-29

RACE

Ferrari NV

60.52%

Shares557

Event2026-06-30

Filed2026-07-29

IQLT

IShares Edge Intl Quality Fact

31.79%

Shares4.2K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

-74.79%

Shares5.5K

Event2026-06-30

Filed2026-07-29

KBE

ST STR SPDR S&P BANK ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VGSH

Vanguard Short-Term Treasury E

-31.40%

Shares3.4K

Event2026-06-30

Filed2026-07-29

VANGUARD GROWTH INDEX ADMIRAL

New

Shares735

Event2026-06-30

Filed2026-07-29

PJUL

Innovator U.S. Equity Power Bu

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

EXC

Exelon Corp

-7.17%

Shares4.1K

Event2026-06-30

Filed2026-07-29

Accenture PLC Cl A

-13.66%

Shares1.5K

Event2026-06-30

Filed2026-07-29

Eversource Energy

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

EQIX

Equinix Inc

0.00%

Shares180

Event2026-06-30

Filed2026-07-29

PFFD

Global X US Preferred ETF

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

BIL

SPDR Tr Bloomberg 1-3 MO ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

USMV

IShares Edge MSCI Min Vol USA

-37.98%

Shares1.9K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS SMALLCAP WORLD F2

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

Suncor Energy Inc

-1.71%

Shares3.3K

Event2026-06-30

Filed2026-07-29

MELI

MERCADOLIBRE INC

0.00%

Shares103

Event2026-06-30

Filed2026-07-29

WBS

WEBSTER FINL CORP

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

DVY

Ishares DJ Select Dividend ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS EUPAC F2

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

HYS

PIMCO 0-5 Year High Yield Corp

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-29.79%

Shares1.2K

Event2026-06-30

Filed2026-07-29

RAAX

Vaneck Real Assets ETF

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

MFS CORE EQUITY I

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CLH

Clean Harbors Inc

0.00%

Shares542

Event2026-06-30

Filed2026-07-29

GPC

Genuine Parts CO

-0.87%

Shares1.4K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

-16.08%

Shares355

Event2026-06-30

Filed2026-07-29

Parker Hannifin Corp

-13.23%

Shares164

Event2026-06-30

Filed2026-07-29

MNST

Monster Beverage Corp New

-38.67%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SPHR

SPHERE ENTERTAINMENT CO CL A

0.00%

Shares910

Event2026-06-30

Filed2026-07-29

VLO

Valero Energy Corp

0.00%

Shares597

Event2026-06-30

Filed2026-07-29

DFA GLOBAL ALLOCATION 60/40 I

New

Shares6.6K

Event2026-06-30

Filed2026-07-29

WEC

Wec Energy Group Inc

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BP PLC Spons ADR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

BBY

Best Buy Company Inc

-11.86%

Shares2.0K

Event2026-06-30

Filed2026-07-29

EMXF

iShares ESG Advanced MSCI EM E

-0.39%

Shares2.6K

Event2026-06-30

Filed2026-07-29

Blackstone Inc

23.24%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MGEE

Mge Energy Inc

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-29

GOVT

Ishares Tr US Treasury

-60.83%

Shares6.3K

Event2026-06-30

Filed2026-07-29

CEG

Constellation Energy Corp

18.24%

Shares577

Event2026-06-30

Filed2026-07-29

MTB

M & T Bank Corp

-10.04%

Shares600

Event2026-06-30

Filed2026-07-29

BHP

BHP Group Ltd Spons ADR

-22.74%

Shares1.7K

Event2026-06-30

Filed2026-07-29

INVESCO AMERICAN FRANCHISE A

New

Shares4.5K

Event2026-06-30

Filed2026-07-29

DMXF

iShares ESG Advanced MSCI EAFE

-8.98%

Shares1.7K

Event2026-06-30

Filed2026-07-29

ADSK

Autodesk Inc

0.00%

Shares709

Event2026-06-30

Filed2026-07-29

SNPS

Synopsys Inc

0.00%

Shares304

Event2026-06-30

Filed2026-07-29

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-78.31%

Shares2.8K

Event2026-06-30

Filed2026-07-29

WBD

Warner Bros Discovery Inc

-19.30%

Shares5.0K

Event2026-06-30

Filed2026-07-29

Fiserv Inc

-15.19%

Shares2.7K

Event2026-06-30

Filed2026-07-29

T. ROWE PRICE CAPITAL APPRECIATION I

New

Shares3.3K

Event2026-06-30

Filed2026-07-29

KJAN

Innovator Russell 2000 Power B

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ESML

iShares ESG Aware MSCI USA Sma

-0.31%

Shares2.2K

Event2026-06-30

Filed2026-07-29

TPL

Texas Pacific Land Corporation

-41.68%

Shares284

Event2026-06-30

Filed2026-07-29

Royal Bank of Canada

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB U.S. LARGE-CAP ETF

-77.84%

Shares4.2K

Event2026-06-30

Filed2026-07-29

LMBS

FIRST TRUST LOW DURATIONOPPORTUNITIES ETF

-66.23%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SPG

Simon Ppty Group Inc

0.00%

Shares544

Event2026-06-30

Filed2026-07-29

NULG

Nuveen ESG Large Cap Growth ET

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

Vanguard Russell 2000

3.11%

Shares996

Event2026-06-30

Filed2026-07-29

Ameriprise Financial Inc.

0.00%

Shares250

Event2026-06-30

Filed2026-07-29

IJUL

Innovator MSCI EAFE Power Buff

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

NFG

National Fuel Gas CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

ICLN

iShares Global Clean Energy ET

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS BOND FUND OF AMER F2

New

Shares9.6K

Event2026-06-30

Filed2026-07-29

JULW

AllianzIM US Large Cap Buffer2

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VGLT

Vanguard Long-Term Treasury ET

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ALGER CAPITAL APPRECIATION INSTL Z-2

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

Palantir Technologies, Inc.

0.00%

Shares905

Event2026-06-30

Filed2026-07-29

CHH

Choice Hotels International In

0.00%

Shares950

Event2026-06-30

Filed2026-07-29

MBSD

Flexshares Disciplined Duratio

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

CPRT

Copart Inc

23.64%

Shares3.6K

Event2026-06-30

Filed2026-07-29

MKC

McCormick & CO Inc

-8.97%

Shares2.0K

Event2026-06-30

Filed2026-07-29

MGC

VANGUARD MEGA CAP INDEX FUND ETF SHARES

0.00%

Shares374

Event2026-06-30

Filed2026-07-29

MFS TOTAL RETURN I

New

Shares5.2K

Event2026-06-30

Filed2026-07-29

AMERICAN FUNDS INCOME FUND OF AMER F2

New

Shares3.7K

Event2026-06-30

Filed2026-07-29

IJJ

Ishares S&P Midcap 400/Value E

4.58%

Shares685

Event2026-06-30

Filed2026-07-29

BALL

Ball Corp

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IAU

iShares Gold Trust New

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PYPL

Paypal Holdings Inc

-72.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

REGN

Regeneron Pharmaceuticals Inc

-2.48%

Shares157

Event2026-06-30

Filed2026-07-29

TPR

Tapestry Inc

-1.48%

Shares664

Event2026-06-30

Filed2026-07-29

ZBRA

Zebra Technologies Corp

0.00%

Shares368

Event2026-06-30

Filed2026-07-29

MTD

Mettler Toledo International

-57.39%

Shares75

Event2026-06-30

Filed2026-07-29

LRCX

Lam Research Corporation

0.00%

Shares220

Event2026-06-30

Filed2026-07-29

EFV

ISHARES MSCI EAFE VALUE ETF

-84.54%

Shares1.2K

Event2026-06-30

Filed2026-07-29

DFA GLOBAL ALLOCATION 25/75 I

New

Shares6.4K

Event2026-06-30

Filed2026-07-29

EOG

Eog Res Inc

-9.85%

Shares714

Event2026-06-30

Filed2026-07-29

SUSA

iShares MSCI USA ESG Select ET

0.00%

Shares600

Event2026-06-30

Filed2026-07-29

CPNG

Coupang Inc

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-29

DFA US LARGE COMPANY I

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

ICF

IShares Cohen Steers REIT ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

KIM

Kimco Realty Corp

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

BNS

Bank of Nova Scotia Halifax

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

TLTE

FlexShares Emerging Mkts Facto

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

Archrock Inc

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

WDFC

Wd-40 Co Com

0.00%

Shares350

Event2026-06-30

Filed2026-07-29

DFA INTL SUSTAINABILITY CORE 1

New

Shares5.0K

Event2026-06-30

Filed2026-07-29

DFA US SOCIAL CORE EQUITY 2 PORTFOLIO

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

SPDR GOLD MINISHARES

-1.25%

Shares1.0K

Event2026-06-30

Filed2026-07-29

SLV

iShares Silver Trust

-16.02%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CHD

Church & Dwight Inc

-1.76%

Shares837

Event2026-06-30

Filed2026-07-29

CBU

Community Financial System, In

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

WEYERHAEUSER CO REIT

-6.63%

Shares3.3K

Event2026-06-30

Filed2026-07-29

USHY

IShares Broad USD High Yield C

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INFORMATION TECHNOLOGY IDX ADM

New

Shares157

Event2026-06-30

Filed2026-07-29

PGX

Invesco Preferred ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

DFA US SUSTAINABILITY CORE 1

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

FTSM

FIRST TRUST ENHANCED SHORT MATURITY ETF

-82.76%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BNDX

Vanguard Total International B

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

VOE

Vanguard Mid-Cap Value Index F

-5.63%

Shares369

Event2026-06-30

Filed2026-07-29

BUFFALO INTERNATIONAL

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

OXY

Occidental Pete Corp

-0.56%

Shares1.4K

Event2026-06-30

Filed2026-07-29

PIO

Invesco Global Water ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

SPYV

State Street SPDR Portfolio S&

-37.97%

Shares1.1K

Event2026-06-30

Filed2026-07-29

BKR

Baker Hughes Company

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CNM

Core & Main Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VRSK

Verisk Analytics Inc

-3.64%

Shares371

Event2026-06-30

Filed2026-07-29

IXN

ISHARES GLOBAL TECH ETF

-47.34%

Shares456

Event2026-06-30

Filed2026-07-29

EUAD

Select STOXX Europe Aerospace

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CALAMOS GROWTH & INCOME A

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

VOOV

Vanguard S&P 500 Value ETF

0.00%

Shares295

Event2026-06-30

Filed2026-07-29

NWFL

Norwood Financial Corp

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

SMH

VANECK SEMICONDUCTOR ETF

3.16%

Shares98

Event2026-06-30

Filed2026-07-29

CTAS

Cintas Corp

-2.59%

Shares376

Event2026-06-30

Filed2026-07-29

FIDELITY 500 INDEX

New

Shares243

Event2026-06-30

Filed2026-07-29

SCHE

Schwab Emerging Markets ETF

-0.58%

Shares1.7K

Event2026-06-30

Filed2026-07-29

WAT

Waters Corp

-37.74%

Shares165

Event2026-06-30

Filed2026-07-29

SJM

Jm Smucker CO

0.00%

Shares541

Event2026-06-30

Filed2026-07-29

GII

SPDR S&P Global Infrastructure

80000.00%

Shares801

Event2026-06-30

Filed2026-07-29

FMDE

Fidelity Enhanced Mid Cap Core

189.51%

Shares1.5K

Event2026-06-30

Filed2026-07-29

Snowflake Inc

0.00%

Shares234

Event2026-06-30

Filed2026-07-29

FIDELITY NEW YORK MUNICIPAL INCOME

New

Shares4.7K

Event2026-06-30

Filed2026-07-29

KEY

Keycorp

-45.75%

Shares2.6K

Event2026-06-30

Filed2026-07-29

RMT

Royce Micro-Cap Trust, Inc.

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

LCTU

ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF

0.00%

Shares736

Event2026-06-30

Filed2026-07-29

VANGUARD WELLINGTON INV

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

OGE

Oge Energy Corp

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available