Sponsored

The Analysis of North Star Investment Management Corp.'s Holdings & P&L

Currently, North Star Investment Management Corp. holds 1701 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in JPM (+264.1K shares, valued at $77.7M), AAPL (+234.8K shares, valued at $59.6M), VCSH (+739.1K shares, valued at $58.6M); initiated new positions in JPM (+264.1K shares, valued at $77.7M), AAPL (+234.8K shares, valued at $59.6M), VCSH (+739.1K shares, valued at $58.6M).

1M P&L

+39.0M+2.49%

3M P&L

+30.8M+1.96%

HY P&L

+118.8M+7.99%

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/A536.4M

35.7%

2Banks - Diversified89.5M

6.0%

3Consumer Electronics61.7M

4.1%

Top Industries by Stock Count

1N/A325 stocks

20.7%

2Banks - Regional61 stocks

3.9%

3Software - Application56 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPM JPMORGAN CHASE & CO COM264.1K sharesnew addition2026-03-312026-04-23

AAPL APPLE INC234.8K sharesnew addition2026-03-312026-04-23

VCSH VANGUARD SHORT TERM CORP BOND FD ETF739.1K sharesnew addition2026-03-312026-04-23

IVW ISHARES S&P 500 GROWTH ETF501.6K sharesnew addition2026-03-312026-04-23

VTI VANGUARD TOTAL STK MKT144.1K sharesnew addition2026-03-312026-04-23

SPY STATE STREET SPDR S&P 500 ETF64.7K sharesnew addition2026-03-312026-04-23

IVE ISHARES S&P 500 VALUE ETF194.0K sharesnew addition2026-03-312026-04-23

MSFT MICROSOFT96.5K sharesnew addition2026-03-312026-04-23

Sponsored

ORI OLD REP INTL CORP COM799.2K sharesnew addition2026-03-312026-04-23

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF44.4K sharesnew addition2026-03-312026-04-23

BLACKSTONE GROUP LP BLACKSTONE GROUP LP170.0K sharesnew addition2026-03-312026-04-23

GOOGLE INC GOOGLE INC66.0K sharesnew addition2026-03-312026-04-23

VTIP VANGUARD SHORT TERM INFL-PROTECTED330.2K sharesnew addition2026-03-312026-04-23

ABBV ABBVIE INC COM75.4K sharesnew addition2026-03-312026-04-23

MUB ISHARES AMT-FREE MUNI BOND ETF151.4K sharesnew addition2026-03-312026-04-23

ALPS TRUST ETF ALERIAN MLP ALPS TRUST ETF ALERIAN MLP286.2K sharesnew addition2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON COM57.1K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORPORATION93.3K sharesnew addition2026-03-312026-04-23

IVV ISHARES S&P 500 INDEX20.8K sharesnew addition2026-03-312026-04-23

UNP UNION PAC CORP COM56.0K sharesnew addition2026-03-312026-04-23

AMZN AMAZON.COM INC63.7K sharesnew addition2026-03-312026-04-23

DVY ISHARES DJ SELECT DIVIDEND82.5K sharesnew addition2026-03-312026-04-23

GLD SPDR GOLD ETF27.1K sharesnew addition2026-03-312026-04-23

ACU ACME UTD CORP COM252.6K sharesnew addition2026-03-312026-04-23

Sponsored

POWERSHARES QQQ TR POWERSHARES QQQ TR19.3K sharesnew addition2026-03-312026-04-23

COST COSTCO WHOLESALE CORP10.7K sharesnew addition2026-03-312026-04-23

IWB ISHARES TR RUSSELL 1000 INDEX ETF28.3K sharesnew addition2026-03-312026-04-23

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C35.1K sharesnew addition2026-03-312026-04-23

VXF VANGUARD EXTENDED MARKET ETF48.0K sharesnew addition2026-03-312026-04-23

XOM EXXON MOBIL CORP COM57.7K sharesnew addition2026-03-312026-04-23

BAC BANK OF AMER CORP COM198.6K sharesnew addition2026-03-312026-04-23

PSTL POSTAL REALTY TRUST INC CL A513.3K sharesnew addition2026-03-312026-04-23

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF43.7K sharesnew addition2026-03-312026-04-23

VEA VANGUARD FTSE DEVELOPED MARKETS ETF145.5K sharesnew addition2026-03-312026-04-23

KKR & CO LP KKR & CO LP99.6K sharesnew addition2026-03-312026-04-23

SII SPROTT INC COM NEW64.3K sharesnew addition2026-03-312026-04-23

SPHR SPHERE ENTERTAINMENT CO CL A77.8K sharesnew addition2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW18.6K sharesnew addition2026-03-312026-04-23

FITB FIFTH THIRD BANCORP189.9K sharesnew addition2026-03-312026-04-23

SCHD SCHWAB US DIVIDEND EQUITY ETF282.0K sharesnew addition2026-03-312026-04-23

Sponsored

EFV ISHARES MSCI EAFE VALUE ETF115.7K sharesnew addition2026-03-312026-04-23

CAT CATERPILLAR INC COM11.8K sharesnew addition2026-03-312026-04-23

AMGN AMGEN INC22.4K sharesnew addition2026-03-312026-04-23

LLY ELI LILLY & CO COM8.4K sharesnew addition2026-03-312026-04-23

PEP PEPSICO INC COM47.6K sharesnew addition2026-03-312026-04-23

CSCO CISCO SYS INC95.0K sharesnew addition2026-03-312026-04-23

ESCA ESCALADE INC COM422.3K sharesnew addition2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC57.5K sharesnew addition2026-03-312026-04-23

Sponsored

LINC LINCOLN EDL SVCS CORP COM168.3K sharesnew addition2026-03-312026-04-23

PAYX PAYCHEX INC72.8K sharesnew addition2026-03-312026-04-23

AJG GALLAGHER ARTHUR J &CO30.4K sharesnew addition2026-03-312026-04-23

WMT WALMART INC COM51.8K sharesnew addition2026-03-312026-04-23

ABT ABBOTT LABORATORIES COM62.6K sharesnew addition2026-03-312026-04-23

VPLS VANGUARD CORE PLUS BOND ETF82.4K sharesnew addition2026-03-312026-04-23

BLBD BLUE BIRD CORP COM110.6K sharesnew addition2026-03-312026-04-23

WHG WESTWOOD HLDGS GROUP INC COM380.8K sharesnew addition2026-03-312026-04-23

Sponsored

RCKY ROCKY BRANDS INC154.2K sharesnew addition2026-03-312026-04-23

VXUS VANGUARD TOTAL INTL STOCK IDEX ETF76.6K sharesnew addition2026-03-312026-04-23

MCD MCDONALDS CORP COM18.8K sharesnew addition2026-03-312026-04-23

BOOT BOOT BARN HLDGS INC COM39.4K sharesnew addition2026-03-312026-04-23

PG PROCTER & GAMBLE CO COM39.8K sharesnew addition2026-03-312026-04-23

SGC SUPERIOR GROUP OF CO INC COM537.5K sharesnew addition2026-03-312026-04-23

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST8.7K sharesnew addition2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC COM10.7K sharesnew addition2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORP30.0K sharesnew addition2026-03-312026-04-23

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF47.4K sharesnew addition2026-03-312026-04-23

KEX KIRBY CORPORATION39.3K sharesnew addition2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC COM25.6K sharesnew addition2026-03-312026-04-23

IBIE ISHARES IBONDS OCT 2028 TERM TIPS ETF196.0K sharesnew addition2026-03-312026-04-23

LYTS L S I INDS INC FORMERLY L S I LTG276.5K sharesnew addition2026-03-312026-04-23

PFE PFIZER INC COM181.0K sharesnew addition2026-03-312026-04-23

QCOM QUALCOMM INC COM39.1K sharesnew addition2026-03-312026-04-23

Sponsored

AGG ISHARES AGGREGATE BOND ETF49.9K sharesnew addition2026-03-312026-04-23

CVX CHEVRON CORPORATION COM23.5K sharesnew addition2026-03-312026-04-23

OESX 525.6K shares8.80%2026-04-062026-04-06

MDST WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF169.7K sharesnew addition2026-03-312026-04-23

DCI DONALDSON INC COM56.3K sharesnew addition2026-03-312026-04-23

KO COCA COLA CO COM62.4K sharesnew addition2026-03-312026-04-23

BHB BAR HBR BANKSHARES COM145.6K sharesnew addition2026-03-312026-04-23

BND VANGUARD TOTAL BOND MARKET ETF63.5K sharesnew addition2026-03-312026-04-23

Sponsored

AEP AMERICAN ELEC PWR CO INC COM35.2K sharesnew addition2026-03-312026-04-23

OESX ORION ENERGY SYSTEMS INC525.6K sharesnew addition2026-03-312026-04-23

MSGE MADISON SQUARE GARDEN ENTMT COM CL A77.7K sharesnew addition2026-03-312026-04-23

KMI KINDER MORGAN INC136.4K sharesnew addition2026-03-312026-04-23

ETD ETHAN ALLEN INTERIORS INC COM201.3K sharesnew addition2026-03-312026-04-23

GRBK GREEN BRICK PARTNERS INC COM68.3K sharesnew addition2026-03-312026-04-23

PGF POWERSHARES FINANCIAL PREFERRED ETF318.2K sharesnew addition2026-03-312026-04-23

ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP224.4K sharesnew addition2026-03-312026-04-23

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A6 sharesnew addition2026-03-312026-04-23

TGT TARGET CORP COM35.2K sharesnew addition2026-03-312026-04-23

USLM UNITED STS LIME & MINERALS INC COM32.5K sharesnew addition2026-03-312026-04-23

MA MASTERCARD INC8.4K sharesnew addition2026-03-312026-04-23

LQDT LIQUIDITY SERVICES INC138.0K sharesnew addition2026-03-312026-04-23

IEFA ISHARES CORE MSCI EAFE45.7K sharesnew addition2026-03-312026-04-23

DE DEERE & CO COM7.3K sharesnew addition2026-03-312026-04-23

GWW WW GRAINGER INC COM3.7K sharesnew addition2026-03-312026-04-23

Sponsored

XHB STATE STREET SPDR S&P HOMEBUILDERS ETF40.5K sharesnew addition2026-03-312026-04-23

SBUX STARBUCKS CORP44.3K sharesnew addition2026-03-312026-04-23

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF59.5K sharesnew addition2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC4.6K sharesnew addition2026-03-312026-04-23

WTFC WINTRUST FINANCIAL CP27.2K sharesnew addition2026-03-312026-04-23

XLF FINANCIAL SELECT SECTOR SPDR76.5K sharesnew addition2026-03-312026-04-23

ALNT ALLIENT INC COM62.2K sharesnew addition2026-03-312026-04-23

VOOV VANGUARD S&P 500 VALUE ETF17.9K sharesnew addition2026-03-312026-04-23

Sponsored

FFA FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM178.5K sharesnew addition2026-03-312026-04-23

HBB HAMILTON BEACH BRANDS HLDG CO COM CL A190.6K sharesnew addition2026-03-312026-04-23

HD HOME DEPOT11.0K sharesnew addition2026-03-312026-04-23

BBSI BARRETT BUSINESS SERVICES INC123.3K sharesnew addition2026-03-312026-04-23

IBM INTL BUSINESS MACHINES14.8K sharesnew addition2026-03-312026-04-23

LIND LINDBLAD EXPEDITIONS HLDGS INC COM204.8K sharesnew addition2026-03-312026-04-23

EUFN ISHARES MSCI EUROPE FINANCIALS ETF100.2K sharesnew addition2026-03-312026-04-23

WM WASTE MANAGEMENT INC14.9K sharesnew addition2026-03-312026-04-23

Sponsored

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF32.1K sharesnew addition2026-03-312026-04-23

META META PLATFORMS INC CL A5.9K sharesnew addition2026-03-312026-04-23

NWE NORTHWESTERN ENERGY GROUP INC COM NEW51.0K sharesnew addition2026-03-312026-04-23

TXN TEXAS INSTRS INC COM17.2K sharesnew addition2026-03-312026-04-23

FLTR VANECK IG FLOATING RATE ETF129.4K sharesnew addition2026-03-312026-04-23

O REALTY INCOME CORP53.0K sharesnew addition2026-03-312026-04-23

MOV MOVADO GROUP INC COM131.0K sharesnew addition2026-03-312026-04-23

HCSG HEALTHCARE SERVICES GROUP INC170.9K sharesnew addition2026-03-312026-04-23

Sponsored

GWRS GLOBAL WTR RES INC COM415.4K sharesnew addition2026-03-312026-04-23

LEXINGTON CORP PPTYS TR LEXINGTON CORP PPTYS TR67.4K sharesnew addition2026-03-312026-04-23

VTV VANGUARD VALUE ETF15.8K sharesnew addition2026-03-312026-04-23

ODC OIL DRI CORP AMER COM46.4K sharesnew addition2026-03-312026-04-23

SYK STRYKER CORP9.0K sharesnew addition2026-03-312026-04-23

GCMG GCM GROSVENOR INC COM CL A297.5K sharesnew addition2026-03-312026-04-23

EATON CORP PLC SHS EATON CORP PLC SHS8.1K sharesnew addition2026-03-312026-04-23

CECO CECO ENVIRONMENTAL CORP COM48.1K sharesnew addition2026-03-312026-04-23

Sponsored

WTTR SELECT WATER SOLUTIONS INC CL A COM187.0K sharesnew addition2026-03-312026-04-23

XLK TECHNOLOGY SELECT SECTOR SPDR21.4K sharesnew addition2026-03-312026-04-23

CBOE CBOE GLOBAL MKTS INC COM10.0K sharesnew addition2026-03-312026-04-23

MLR MILLER INDS INC TENN NEW61.5K sharesnew addition2026-03-312026-04-23

BBW BUILD A BEAR WORKSHOP74.3K sharesnew addition2026-03-312026-04-23

GATX GATX CORP COM16.0K sharesnew addition2026-03-312026-04-23

ALG ALAMO GROUP INC16.6K sharesnew addition2026-03-312026-04-23

KRT KARAT PACKAGING INC COM97.0K sharesnew addition2026-03-312026-04-23

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR76.4K sharesnew addition2026-03-312026-04-23

OKE ONEOK INC NEW COM29.7K sharesnew addition2026-03-312026-04-23

EPR EPR PPTYS SBI53.5K sharesnew addition2026-03-312026-04-23

INTC INTEL CORP COM60.2K sharesnew addition2026-03-312026-04-23

EML EASTERN CO COM130.5K sharesnew addition2026-03-312026-04-23

ORLY O REILLY AUTOMOTIVE INC28.5K sharesnew addition2026-03-312026-04-23

HTO H2O AMERICA COM44.8K sharesnew addition2026-03-312026-04-23

CME CHICAGO MERCANTILE HLDGS INC8.9K sharesnew addition2026-03-312026-04-23

Sponsored

ZTS ZOETIS INC COM CL A22.0K sharesnew addition2026-03-312026-04-23

NTRS NORTHERN TR CORP COM18.5K sharesnew addition2026-03-312026-04-23

NEE NEXTERA ENERGY INC COM27.7K sharesnew addition2026-03-312026-04-23

TILE INTERFACE INC COM103.1K sharesnew addition2026-03-312026-04-23

NWN NORTHWEST NAT HLDG CO COM48.0K sharesnew addition2026-03-312026-04-23

DCO DUCOMMUN INC DEL COM20.8K sharesnew addition2026-03-312026-04-23

BELFB BEL FUSE INC CL B12.6K sharesnew addition2026-03-312026-04-23

VBR VANGUARD SMALL CAP VALUE ETF11.4K sharesnew addition2026-03-312026-04-23

Sponsored

CMI CUMMINS INC COM4.6K sharesnew addition2026-03-312026-04-23

CRD.A CRAWFORD & CO CL A248.0K sharesnew addition2026-03-312026-04-23

VTS VITESSE ENERGY INC COMMON STOCK135.1K sharesnew addition2026-03-312026-04-23

JOUT JOHNSON OUTDOORS CL A CLASS A52.7K sharesnew addition2026-03-312026-04-23

FLXS FLEXSTEEL INDS INC COM54.4K sharesnew addition2026-03-312026-04-23

VYM VANGUARD HIGH DIVIDEND YIELD16.5K sharesnew addition2026-03-312026-04-23

UMH UMH PPTYS INC COM168.0K sharesnew addition2026-03-312026-04-23

NEM NEWMONT CORP COM22.3K sharesnew addition2026-03-312026-04-23

Sponsored

HON HONEYWELL INTL INC10.7K sharesnew addition2026-03-312026-04-23

NATR NATURES SUNSHINE PRODUCTS INC99.5K sharesnew addition2026-03-312026-04-23

SLP SIMULATIONS PLUS INC197.3K sharesnew addition2026-03-312026-04-23

ILCG ISHARES MORNINGSTAR LARGE GROWTH ETF24.1K sharesnew addition2026-03-312026-04-23

VHT VANGUARD HEALTH CARE ETF8.1K sharesnew addition2026-03-312026-04-23

WMB WILLIAMS COS INC COM29.6K sharesnew addition2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC COM8.2K sharesnew addition2026-03-312026-04-23

VLGEA VILLAGE SUPER MKT INC CL A NEW50.0K sharesnew addition2026-03-312026-04-23

Sponsored

TBCH TURTLE BEACH CORP COM NEW207.1K sharesnew addition2026-03-312026-04-23

ENR ENERGIZER HLDGS INC COM127.5K sharesnew addition2026-03-312026-04-23

WSM WILLIAMS SONOMA INC11.5K sharesnew addition2026-03-312026-04-23

VWO VANGUARD FTSE EMERGING MARKETS ETF38.0K sharesnew addition2026-03-312026-04-23

RGCO RGC RESOURCES INC92.0K sharesnew addition2026-03-312026-04-23

EPM EVOLUTION PETE CORP COM431.2K sharesnew addition2026-03-312026-04-23

VGT VANGUARD INFORMATION TECHNOLOGY2.8K sharesnew addition2026-03-312026-04-23

LEGH LEGACY HOUSING CORP COM95.0K sharesnew addition2026-03-312026-04-23

Sponsored

KMB KIMBERLY-CLARK CORP COM20.0K sharesnew addition2026-03-312026-04-23

IWM ISHARES RUSSELL 2000 ETF7.8K sharesnew addition2026-03-312026-04-23

WEYS WEYCO GROUP INC COM59.3K sharesnew addition2026-03-312026-04-23

ASM AVINO SILVER & GOLD MINES LTD COM300.0K sharesnew addition2026-03-312026-04-23

RAIL FREIGHTCAR AMERICA INC237.8K sharesnew addition2026-03-312026-04-23

ARTNA ARTESIAN RES CORP CL A59.0K sharesnew addition2026-03-312026-04-23

AVA AVISTA CORP COM46.0K sharesnew addition2026-03-312026-04-23

CSV CARRIAGE SVCS INC COM40.0K sharesnew addition2026-03-312026-04-23

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER73.9K sharesnew addition2026-03-312026-04-23

EZPW EZCORP INC CL A NON VTG70.0K sharesnew addition2026-03-312026-04-23

GENC GENCOR INDS INC COM117.0K sharesnew addition2026-03-312026-04-23

UTL UNITIL CORPORATION33.5K sharesnew addition2026-03-312026-04-23

EGY VAALCO ENERGY INC COM NEW275.0K sharesnew addition2026-03-312026-04-23

COP CONOCOPHILLIPS COM13.2K sharesnew addition2026-03-312026-04-23

NPKI NPK INTERNATIONAL INC COM SHS120.0K sharesnew addition2026-03-312026-04-23

AXP AMERICAN EXPRESS CO COM5.6K sharesnew addition2026-03-312026-04-23

Sponsored

MTN VAIL RESORTS INC13.2K sharesnew addition2026-03-312026-04-23

EMBC EMBECTA CORP COMMON STOCK190.1K sharesnew addition2026-03-312026-04-23

INFU INFUSYSTEM HLDGS INC COM182.0K sharesnew addition2026-03-312026-04-23

MITK MITEK SYS INC COM NEW124.1K sharesnew addition2026-03-312026-04-23

RLGT RADIANT LOGISTICS INC COM235.0K sharesnew addition2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP COM5.9K sharesnew addition2026-03-312026-04-23

UPS UNITED PARCEL SERVICE INC16.6K sharesnew addition2026-03-312026-04-23

GLW CORNING INC COM11.9K sharesnew addition2026-03-312026-04-23

Sponsored

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF33.7K sharesnew addition2026-03-312026-04-23

LXP-PC LXP INDUSTRIAL TRUST PFD CONV SER C35.0K sharesnew addition2026-03-312026-04-23

EFA ISHARES MSCI EAFE ETF16.4K sharesnew addition2026-03-312026-04-23

PM PHILIP MORRIS INTL INC9.6K sharesnew addition2026-03-312026-04-23

YUM YUM! BRANDS INC10.1K sharesnew addition2026-03-312026-04-23

NWPX NWPX INFRASTRUCTURE INC COM20.0K sharesnew addition2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO COM25.6K sharesnew addition2026-03-312026-04-23

VNQ VANGUARD REIT INDEX ETF17.5K sharesnew addition2026-03-312026-04-23

Sponsored

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF8.1K sharesnew addition2026-03-312026-04-23

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF18.6K sharesnew addition2026-03-312026-04-23

ASUR ASURE SOFTWARE INC COM178.2K sharesnew addition2026-03-312026-04-23

LNT ALLIANT ENERGY CORP COM21.2K sharesnew addition2026-03-312026-04-23

SCVL SHOE CARNIVAL INC COM96.9K sharesnew addition2026-03-312026-04-23

NFLX NETFLIX COM INC15.5K sharesnew addition2026-03-312026-04-23

SAMG SILVERCREST ASSET MGMT GROUP CL A110.0K sharesnew addition2026-03-312026-04-23

EPR-PC EPR PPTYS PFD C CV 5.7565.0K sharesnew addition2026-03-312026-04-23

Sponsored

RTX RTX CORPORATION COM7.6K sharesnew addition2026-03-312026-04-23

BOH BANK HAWAII CORP COM19.4K sharesnew addition2026-03-312026-04-23

CMCSA COMCAST CORP NEW CL A49.4K sharesnew addition2026-03-312026-04-23

EXK ENDEAVOUR SILVER CORP F151.3K sharesnew addition2026-03-312026-04-23

MPC MARATHON PETE CORP COM5.7K sharesnew addition2026-03-312026-04-23

MUX MCEWEN MINING INC COM68.0K sharesnew addition2026-03-312026-04-23

T AT&T INC COM47.9K sharesnew addition2026-03-312026-04-23

ALL ALLSTATE CORP6.4K sharesnew addition2026-03-312026-04-23

Sponsored

SPOK SPOK HLDGS INC COM122.0K sharesnew addition2026-03-312026-04-23

VB VANGUARD SMALL CAP ETF5.0K sharesnew addition2026-03-312026-04-23

WFC WELLS FARGO & CO COM16.5K sharesnew addition2026-03-312026-04-23

REPX RILEY EXPLORATION PERMIAN INC COM35.8K sharesnew addition2026-03-312026-04-23

BUSE FIRST BUSEY CORP COM NEW51.5K sharesnew addition2026-03-312026-04-23

GIS GENERAL MILLS INC COM34.9K sharesnew addition2026-03-312026-04-23

PESI PERMA-FIX ENVIRONMENTAL SERVICES INC.120.5K sharesnew addition2026-03-312026-04-23

VSDB VANGUARD SHORT DURATION BOND ETF16.8K sharesnew addition2026-03-312026-04-23

Sponsored

EVI EVI INDS INC COM62.0K sharesnew addition2026-03-312026-04-23

APOG APOGEE ENTERPRISES INC COM38.0K sharesnew addition2026-03-312026-04-23

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IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF32.9K sharesnew addition2026-03-312026-04-23

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OOMA OOMA INC COM60.0K sharesnew addition2026-03-312026-04-23

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PERI PERION NETWORK LTD SHS NEW65.0K sharesnew addition2026-03-312026-04-23

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D DOMINION RESOURCES INC3.8K sharesnew addition2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC SHS567 sharesnew addition2026-03-312026-04-23

VBK VANGUARD SMALL-CAP GROWTH ETF775 sharesnew addition2026-03-312026-04-23

HP INC COM HP INC COM12.2K sharesnew addition2026-03-312026-04-23

ECL ECOLAB INC COM873 sharesnew addition2026-03-312026-04-23

SMH VANECK SEMICONDUCTOR ETF603 sharesnew addition2026-03-312026-04-23

Sponsored

DGRO ISHARES CORE DIVIDEND GROWTH ETF3.3K sharesnew addition2026-03-312026-04-23

RSI RUSH STREET INTERACTIVE INC COM10.6K sharesnew addition2026-03-312026-04-23

IBB ISHARES NASDAQ BIOTECHNOLOGY1.3K sharesnew addition2026-03-312026-04-23

SCHA SCHWAB ETFS- US SMALL-CAP ETF7.7K sharesnew addition2026-03-312026-04-23

OUTFRONT MEDIA INC COM NEW OUTFRONT MEDIA INC COM NEW8.4K sharesnew addition2026-03-312026-04-23

NVS NOVARTIS AG ADR1.4K sharesnew addition2026-03-312026-04-23

VPU VANGUARD UTILITIES1.1K sharesnew addition2026-03-312026-04-23

PGR PROGRESSIVE CORP COM1.1K sharesnew addition2026-03-312026-04-23

Sponsored

ARCC ARES CAPITAL CORP COM12.2K sharesnew addition2026-03-312026-04-23

DECK DECKERS OUTDOOR2.2K sharesnew addition2026-03-312026-04-23

SJM J M SMUCKER CO NEW2.2K sharesnew addition2026-03-312026-04-23

NKE NIKE INC CLASS B4.1K sharesnew addition2026-03-312026-04-23

CAH CARDINAL HEALTH INC1.0K sharesnew addition2026-03-312026-04-23

DVA DAVITA INC COM1.4K sharesnew addition2026-03-312026-04-23

MET METLIFE INC COM3.0K sharesnew addition2026-03-312026-04-23

JBHT JB HUNT TRANSPORT SERVICES1.0K sharesnew addition2026-03-312026-04-23

Sponsored

ICF ISHARES SELECT U.S. REIT ETF3.4K sharesnew addition2026-03-312026-04-23

NYF ISHARES NEW YORK MUNI BOND ETF4.0K sharesnew addition2026-03-312026-04-23

USIO USIO INC COM180.0K sharesnew addition2026-03-312026-04-23

FDX FEDEX CORP573 sharesnew addition2026-03-312026-04-23

JPM

JPMORGAN CHASE & CO COM

New

Shares264.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

New

Shares234.8K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

New

Shares739.1K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES S&P 500 GROWTH ETF

New

Shares501.6K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD TOTAL STK MKT

New

Shares144.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STREET SPDR S&P 500 ETF

New

Shares64.7K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES S&P 500 VALUE ETF

New

Shares194.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT

New

Shares96.5K

Event2026-03-31

Filed2026-04-23

ORI

OLD REP INTL CORP COM

New

Shares799.2K

Event2026-03-31

Filed2026-04-23

VANGUARD S&P 500 ETF

New

Shares44.4K

Event2026-03-31

Filed2026-04-23

BLACKSTONE GROUP LP

New

Shares170.0K

Event2026-03-31

Filed2026-04-23

GOOGLE INC

New

Shares66.0K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD SHORT TERM INFL-PROTECTED

New

Shares330.2K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC COM

New

Shares75.4K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES AMT-FREE MUNI BOND ETF

New

Shares151.4K

Event2026-03-31

Filed2026-04-23

ALPS TRUST ETF ALERIAN MLP

New

Shares286.2K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON COM

New

Shares57.1K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORPORATION

New

Shares93.3K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES S&P 500 INDEX

New

Shares20.8K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP COM

New

Shares56.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON.COM INC

New

Shares63.7K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES DJ SELECT DIVIDEND

New

Shares82.5K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD ETF

New

Shares27.1K

Event2026-03-31

Filed2026-04-23

ACU

ACME UTD CORP COM

New

Shares252.6K

Event2026-03-31

Filed2026-04-23

POWERSHARES QQQ TR

New

Shares19.3K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORP

New

Shares10.7K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

New

Shares28.3K

Event2026-03-31

Filed2026-04-23

ALPHABET INC CAP STK CL C

New

Shares35.1K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD EXTENDED MARKET ETF

New

Shares48.0K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP COM

New

Shares57.7K

Event2026-03-31

Filed2026-04-23

BAC

BANK OF AMER CORP COM

New

Shares198.6K

Event2026-03-31

Filed2026-04-23

PSTL

POSTAL REALTY TRUST INC CL A

New

Shares513.3K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD DIVIDEND APPRECIATION ETF

New

Shares43.7K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

New

Shares145.5K

Event2026-03-31

Filed2026-04-23

KKR & CO LP

New

Shares99.6K

Event2026-03-31

Filed2026-04-23

SII

SPROTT INC COM NEW

New

Shares64.3K

Event2026-03-31

Filed2026-04-23

SPHR

SPHERE ENTERTAINMENT CO CL A

New

Shares77.8K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL CL B NEW

New

Shares18.6K

Event2026-03-31

Filed2026-04-23

FITB

FIFTH THIRD BANCORP

New

Shares189.9K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB US DIVIDEND EQUITY ETF

New

Shares282.0K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES MSCI EAFE VALUE ETF

New

Shares115.7K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC COM

New

Shares11.8K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

New

Shares22.4K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO COM

New

Shares8.4K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC COM

New

Shares47.6K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

New

Shares95.0K

Event2026-03-31

Filed2026-04-23

ESCA

ESCALADE INC COM

New

Shares422.3K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

New

Shares57.5K

Event2026-03-31

Filed2026-04-23

LINC

LINCOLN EDL SVCS CORP COM

New

Shares168.3K

Event2026-03-31

Filed2026-04-23

PAYX

PAYCHEX INC

New

Shares72.8K

Event2026-03-31

Filed2026-04-23

AJG

GALLAGHER ARTHUR J &CO

New

Shares30.4K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC COM

New

Shares51.8K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES COM

New

Shares62.6K

Event2026-03-31

Filed2026-04-23

VPLS

VANGUARD CORE PLUS BOND ETF

New

Shares82.4K

Event2026-03-31

Filed2026-04-23

BLBD

BLUE BIRD CORP COM

New

Shares110.6K

Event2026-03-31

Filed2026-04-23

WHG

WESTWOOD HLDGS GROUP INC COM

New

Shares380.8K

Event2026-03-31

Filed2026-04-23

RCKY

ROCKY BRANDS INC

New

Shares154.2K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD TOTAL INTL STOCK IDEX ETF

New

Shares76.6K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP COM

New

Shares18.8K

Event2026-03-31

Filed2026-04-23

BOOT

BOOT BARN HLDGS INC COM

New

Shares39.4K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO COM

New

Shares39.8K

Event2026-03-31

Filed2026-04-23

SGC

SUPERIOR GROUP OF CO INC COM

New

Shares537.5K

Event2026-03-31

Filed2026-04-23

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-04-23

TMO

THERMO FISHER SCIENTIFIC INC COM

New

Shares10.7K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORP

New

Shares30.0K

Event2026-03-31

Filed2026-04-23

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

New

Shares47.4K

Event2026-03-31

Filed2026-04-23

KEX

KIRBY CORPORATION

New

Shares39.3K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC COM

New

Shares25.6K

Event2026-03-31

Filed2026-04-23

IBIE

ISHARES IBONDS OCT 2028 TERM TIPS ETF

New

Shares196.0K

Event2026-03-31

Filed2026-04-23

LYTS

L S I INDS INC FORMERLY L S I LTG

New

Shares276.5K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC COM

New

Shares181.0K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC COM

New

Shares39.1K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES AGGREGATE BOND ETF

New

Shares49.9K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION COM

New

Shares23.5K

Event2026-03-31

Filed2026-04-23

OESX

8.80%

Shares525.6K

Event2026-04-06

Filed2026-04-06

MDST

WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF

New

Shares169.7K

Event2026-03-31

Filed2026-04-23

DCI

DONALDSON INC COM

New

Shares56.3K

Event2026-03-31

Filed2026-04-23

COCA COLA CO COM

New

Shares62.4K

Event2026-03-31

Filed2026-04-23

BHB

BAR HBR BANKSHARES COM

New

Shares145.6K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD TOTAL BOND MARKET ETF

New

Shares63.5K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC COM

New

Shares35.2K

Event2026-03-31

Filed2026-04-23

OESX

ORION ENERGY SYSTEMS INC

New

Shares525.6K

Event2026-03-31

Filed2026-04-23

MSGE

MADISON SQUARE GARDEN ENTMT COM CL A

New

Shares77.7K

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC

New

Shares136.4K

Event2026-03-31

Filed2026-04-23

ETD

ETHAN ALLEN INTERIORS INC COM

New

Shares201.3K

Event2026-03-31

Filed2026-04-23

GRBK

GREEN BRICK PARTNERS INC COM

New

Shares68.3K

Event2026-03-31

Filed2026-04-23

PGF

POWERSHARES FINANCIAL PREFERRED ETF

New

Shares318.2K

Event2026-03-31

Filed2026-04-23

ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP

New

Shares224.4K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

New

Shares6

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP COM

New

Shares35.2K

Event2026-03-31

Filed2026-04-23

USLM

UNITED STS LIME & MINERALS INC COM

New

Shares32.5K

Event2026-03-31

Filed2026-04-23

MASTERCARD INC

New

Shares8.4K

Event2026-03-31

Filed2026-04-23

LQDT

LIQUIDITY SERVICES INC

New

Shares138.0K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES CORE MSCI EAFE

New

Shares45.7K

Event2026-03-31

Filed2026-04-23

DEERE & CO COM

New

Shares7.3K

Event2026-03-31

Filed2026-04-23

GWW

WW GRAINGER INC COM

New

Shares3.7K

Event2026-03-31

Filed2026-04-23

XHB

STATE STREET SPDR S&P HOMEBUILDERS ETF

New

Shares40.5K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

New

Shares44.3K

Event2026-03-31

Filed2026-04-23

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

New

Shares59.5K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-23

WTFC

WINTRUST FINANCIAL CP

New

Shares27.2K

Event2026-03-31

Filed2026-04-23

XLF

FINANCIAL SELECT SECTOR SPDR

New

Shares76.5K

Event2026-03-31

Filed2026-04-23

ALNT

ALLIENT INC COM

New

Shares62.2K

Event2026-03-31

Filed2026-04-23

VOOV

VANGUARD S&P 500 VALUE ETF

New

Shares17.9K

Event2026-03-31

Filed2026-04-23

FFA

FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM

New

Shares178.5K

Event2026-03-31

Filed2026-04-23

HBB

HAMILTON BEACH BRANDS HLDG CO COM CL A

New

Shares190.6K

Event2026-03-31

Filed2026-04-23

HOME DEPOT

New

Shares11.0K

Event2026-03-31

Filed2026-04-23

BBSI

BARRETT BUSINESS SERVICES INC

New

Shares123.3K

Event2026-03-31

Filed2026-04-23

IBM

INTL BUSINESS MACHINES

New

Shares14.8K

Event2026-03-31

Filed2026-04-23

LIND

LINDBLAD EXPEDITIONS HLDGS INC COM

New

Shares204.8K

Event2026-03-31

Filed2026-04-23

EUFN

ISHARES MSCI EUROPE FINANCIALS ETF

New

Shares100.2K

Event2026-03-31

Filed2026-04-23

WASTE MANAGEMENT INC

New

Shares14.9K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

New

Shares32.1K

Event2026-03-31

Filed2026-04-23