Sponsored

The Analysis of NWF Advisory Services Inc.'s Holdings & P&L

Currently, NWF Advisory Services Inc. holds 452 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in MGK (+166.4K shares, valued at $14.6M), VGT (+108.3K shares, valued at $12.9M), VUG (+146.1K shares, valued at $12.6M); decreased their positions in MU (-12.8K shares, valued at $14.8M), AMGN (-4.1K shares, valued at $1.5M), OEF (-3.4K shares, valued at $1.2M); initiated new positions in DYNF (+26.6K shares, valued at $1.8M), AEP (+12.5K shares, valued at $1.7M), XBI (+10.4K shares, valued at $1.6M).

1M P&L

+33.5M+4.05%

3M P&L

+13.4M+1.58%

HY P&L

-111.1M-11.42%

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/A518.6M

56.5%

2Semiconductors93.0M

10.1%

3Insurance - Diversified41.2M

4.5%

Top Industries by Stock Count

1N/A297 stocks

71.7%

2Drug Manufacturers - General8 stocks

1.9%

3Asset Management8 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MU MICRON TECHNOLOGY INC59.8K shares-17.65%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR267.5K shares-1.32%2026-06-302026-07-29

VOO VANGUARD INDEX FDS65.9K shares0.52%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL82.4K shares6.12%2026-06-302026-07-29

AAPL APPLE INC120.4K shares-1.03%2026-06-302026-07-29

GOOG ALPHABET INC79.9K shares-0.20%2026-06-302026-07-29

SDY SPDR SERIES TRUST183.9K shares3.29%2026-06-302026-07-29

ISHARES TR ISHARES TR28.1K shares0.96%2026-06-302026-07-29

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION21.4K shares0.62%2026-06-302026-07-29

ITOT ISHARES TR111.7K shares0.38%2026-06-302026-07-29

AMZN AMAZON COM INC76.0K shares0.21%2026-06-302026-07-29

MGK VANGUARD WORLD FD205.9K shares421.46%2026-06-302026-07-29

NVDA NVIDIA CORPORATION84.7K shares-2.40%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS70.9K shares2.72%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC38.5K shares1.30%2026-06-302026-07-29

VUG VANGUARD INDEX FDS174.4K shares515.66%2026-06-302026-07-29

Sponsored

VGT VANGUARD WORLD FD123.0K shares737.88%2026-06-302026-07-29

VISA INC VISA INC38.8K shares3.02%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO37.7K shares1.06%2026-06-302026-07-29

OXY OCCIDENTAL PETE CORP255.5K shares3.89%2026-06-302026-07-29

QQQ INVESCO QQQ TR16.8K shares1.85%2026-06-302026-07-29

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD124.3K shares11.77%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS30.1K shares15.36%2026-06-302026-07-29

BAC BANK OF AMER CORP193.2K shares-1.82%2026-06-302026-07-29

Sponsored

MKL MARKEL GROUP INC5.4K shares60.37%2026-06-302026-07-29

IWM ISHARES TR33.9K shares2.47%2026-06-302026-07-29

C CITIGROUP INC69.3K shares-1.43%2026-06-302026-07-29

AMR ALPHA METALLURGICAL RESOUR I57.9K shares46.52%2026-06-302026-07-29

GM GENERAL MTRS CO116.2K shares-2.25%2026-06-302026-07-29

YYY AMPLIFY ETF TR714.1K shares6.28%2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F52.2K shares3.96%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F144.3K shares-3.34%2026-06-302026-07-29

Sponsored

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.9K shares2.74%2026-06-302026-07-29

WMT WALMART INC69.3K shares0.32%2026-06-302026-07-29

SMH VANECK ETF TRUST11.7K shares9.20%2026-06-302026-07-29

HCC WARRIOR MET COAL INC93.4K shares4.65%2026-06-302026-07-29

DIS DISNEY WALT CO77.9K shares6.31%2026-06-302026-07-29

GSLC GOLDMAN SACHS ETF TR49.6K shares-2.00%2026-06-302026-07-29

MSFT MICROSOFT CORP18.8K shares-1.87%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED20.6K shares59.59%2026-06-302026-07-29

Sponsored

CGGR CAPITAL GROUP GROWTH ETF131.7K shares20.87%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F98.2K shares8.40%2026-06-302026-07-29

IDV ISHARES TR136.8K shares2.85%2026-06-302026-07-29

CGMS CAPITAL GRP FIXED INCM ETF T202.5K shares1.06%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.9K shares0.95%2026-06-302026-07-29

EFA ISHARES TR52.1K shares23.87%2026-06-302026-07-29

XLP SELECT SECTOR SPDR TR64.5K shares5.22%2026-06-302026-07-29

CVX CHEVRON CORPORATION29.8K shares-0.27%2026-06-302026-07-29

Sponsored

TSLA TESLA INC11.7K shares1.61%2026-06-302026-07-29

GLD SPDR GOLD TR13.1K shares0.05%2026-06-302026-07-29

BROADCOM INC BROADCOM INC12.6K shares0.47%2026-06-302026-07-29

KO COCA COLA CO57.5K shares-0.01%2026-06-302026-07-29

GOOGL ALPHABET INC12.7K shares4.25%2026-06-302026-07-29

CGSD CAPITAL GRP FIXED INCM ETF T164.1K shares-0.56%2026-06-302026-07-29

KYN KAYNE ANDERSON ENERGY INFRST299.5K shares-1.37%2026-06-302026-07-29

VTV VANGUARD INDEX FDS18.2K shares-1.99%2026-06-302026-07-29

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI100.3K shares-3.96%2026-06-302026-07-29

CGBL CAPITAL GROUP CORE BALANCED95.0K shares86.24%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II11.7K shares9.64%2026-06-302026-07-29

BST BLACKROCK SCIENCE & TECHNOLO70.0K shares-2.78%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC30.0K shares0.69%2026-06-302026-07-29

FLDR FIDELITY MERRIMACK STR TR68.8K shares-3.45%2026-06-302026-07-29

ABBVIE INC ABBVIE INC12.8K shares1.31%2026-06-302026-07-29

VO VANGUARD INDEX FDS39.0K shares255.71%2026-06-302026-07-29

Sponsored

IVW ISHARES TR22.6K shares221.86%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T14.3K shares2.59%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K shares-4.42%2026-06-302026-07-29

EIPI FIRST TR EXCHNG TRADED FD VI137.0K shares-0.69%2026-06-302026-07-29

BAI BLACKROCK ETF TRUST54.6K shares100.57%2026-06-302026-07-29

QTUM ETF SER SOLUTIONS17.3K shares0.27%2026-06-302026-07-29

VYMI VANGUARD WHITEHALL FDS29.2K shares-1.04%2026-06-302026-07-29

UTG REAVES UTIL INCOME FD69.2K shares39.22%2026-06-302026-07-29

Sponsored

QYLD GLOBAL X FDS152.9K shares-3.56%2026-06-302026-07-29

GEV GE VERNOVA INC2.4K shares5.28%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC5.0K shares-0.94%2026-06-302026-07-29

ASML ASML HLDG NV1.4K shares0.00%2026-06-302026-07-29

CGIC CAPITAL GROUP INTERNATIONAL74.1K shares55.21%2026-06-302026-07-29

CGMM CAPITAL GROUP EQUITY ETF TR80.6K shares9.42%2026-06-302026-07-29

LLY ELI LILLY & CO2.1K shares8.04%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC4.4K shares-20.17%2026-06-302026-07-29

Sponsored

XYLD GLOBAL X FDS62.3K shares0.22%2026-06-302026-07-29

FTSM FIRST TR EXCHANGE-TRADED FD42.3K shares0.33%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON9.5K shares5.28%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR72.4K shares-33.50%2026-06-302026-07-29

UTF COHEN & STEERS INFRASTRUCTUR82.8K shares96.56%2026-06-302026-07-29

ICSH ISHARES TR45.0K shares29.52%2026-06-302026-07-29

CAT CATERPILLAR INC2.1K shares0.10%2026-06-302026-07-29

IYH ISHARES TR32.4K shares-0.38%2026-06-302026-07-29

Sponsored

AIQ GLOBAL X FDS33.0K shares-5.88%2026-06-302026-07-29

HQH ABRDN HEALTHCARE INVESTORS98.5K shares-2.24%2026-06-302026-07-29

IUSV ISHARES TR19.5K shares4.91%2026-06-302026-07-29

AMGN AMGEN INC5.8K shares-41.65%2026-06-302026-07-29

EEM ISHARES TR30.5K shares38.60%2026-06-302026-07-29

SRV NXG CUSHING MIDSTREAM ENERGY40.5K shares25.96%2026-06-302026-07-29

MRK MERCK & CO INC14.8K shares1.49%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE37.8K shares138.00%2026-06-302026-07-29

Sponsored

DYNF BLACKROCK ETF TRUST26.6K sharesnew addition2026-06-302026-07-29

WFC WELLS FARGO & CO21.6K shares-3.81%2026-06-302026-07-29

OEF ISHARES TR4.7K shares-41.71%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC12.5K sharesnew addition2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP3.3K shares-0.15%2026-06-302026-07-29

HIX WESTERN ASSET HIGH INCOM FD420.6K shares-7.85%2026-06-302026-07-29

XBI SPDR SERIES TRUST10.4K sharesnew addition2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR30.1K shares-1.35%2026-06-302026-07-29

Sponsored

VYM VANGUARD WHITEHALL FDS10.0K shares-4.92%2026-06-302026-07-29

AWP ABRDN GLOBAL PREMIER PPTYS F133.1K shares-6.81%2026-06-302026-07-29

IBKR INTERACTIVE BROKERS GROUP IN18.0K shares-4.52%2026-06-302026-07-29

IEMG ISHARES INC18.8K shares280.46%2026-06-302026-07-29

FEP FIRST TR EXCH TRD ALPHDX FD27.3K shares0.00%2026-06-302026-07-29

SPGP INVESCO EXCHANGE TRADED FD T12.5K shares-20.59%2026-06-302026-07-29

GSIE GOLDMAN SACHS ETF TR33.3K shares0.00%2026-06-302026-07-29

SGOV ISHARES TR15.1K shares95.11%2026-06-302026-07-29

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-29

IJR ISHARES TR10.0K shares6.26%2026-06-302026-07-29

USMV ISHARES TR15.4K shares-1.53%2026-06-302026-07-29

CCJ CAMECO CORP14.6K shares6.92%2026-06-302026-07-29

VHT VANGUARD WORLD FD5.0K shares-15.66%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS5.2K shares130.92%2026-06-302026-07-29

SLV ISHARES SILVER TR26.4K shares2.30%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND2.7K shares-2.29%2026-06-302026-07-29

Sponsored

ITA ISHARES TR5.6K shares-8.30%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.6K shares-0.15%2026-06-302026-07-29

BSTZ BLACKROCK SCIENCE & TECHNOLO44.3K shares-2.17%2026-06-302026-07-29

VDE VANGUARD WORLD FD8.8K shares0.71%2026-06-302026-07-29

FAX ABRDN ASIA PACIFIC INCOME FU89.0K shares-8.25%2026-06-302026-07-29

JMUB J P MORGAN EXCHANGE TRADED F25.1K shares12.43%2026-06-302026-07-29

HGLB HIGHLAND GLOBAL ALLOCATION F165.4K shares-37.46%2026-06-302026-07-29

GE GE AEROSPACE3.3K shares2.00%2026-06-302026-07-29

Sponsored

WIW WESTERN AST INFL LKD OPP & I144.7K shares-7.54%2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR6.5K shares16.72%2026-06-302026-07-29

FBND FIDELITY MERRIMACK STR TR26.3K shares6.77%2026-06-302026-07-29

CW CURTISS WRIGHT CORP1.6K shares0.00%2026-06-302026-07-29

IYY ISHARES TR6.5K shares0.00%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS16.7K shares68.40%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares0.00%2026-06-302026-07-29

GPIQ GOLDMAN SACHS ETF TR19.4K shares-3.00%2026-06-302026-07-29

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET25.6K shares2.00%2026-06-302026-07-29

DJIA GLOBAL X FDS50.4K shares-2.70%2026-06-302026-07-29

LIN LINDE PLC2.1K shares3.42%2026-06-302026-07-29

SOXX ISHARES TR1.7K sharesnew addition2026-06-302026-07-29

ABT ABBOTT LABORATORIES11.4K shares6.39%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.14.5K shares2.74%2026-06-302026-07-29

IAE VOYA ASIA PAC HIGH DIV EQT I110.8K shares-2.81%2026-06-302026-07-29

EMXC ISHARES INC10.0K shares2.12%2026-06-302026-07-29

Sponsored

VNQ VANGUARD INDEX FDS10.4K shares0.12%2026-06-302026-07-29

HD HOME DEPOT INC2.8K shares-1.83%2026-06-302026-07-29

ABRDN TOTAL DYNAMIC DIVIDEND ABRDN TOTAL DYNAMIC DIVIDEND95.7K shares-4.49%2026-06-302026-07-29

IWB ISHARES TR2.4K shares-3.21%2026-06-302026-07-29

BLCR BLACKROCK ETF TRUST18.9K sharesnew addition2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC8.1K shares-16.27%2026-06-302026-07-29

BA BOEING CO4.4K shares-0.86%2026-06-302026-07-29

PFE PFIZER INC38.9K shares8.99%2026-06-302026-07-29

Sponsored

EOD ALLSPRING GLOBAL DIVIDEND OP143.3K shares-1.24%2026-06-302026-07-29

IFRA ISHARES TR14.8K shares-4.54%2026-06-302026-07-29

RYLD GLOBAL X FDS57.8K shares-5.09%2026-06-302026-07-29

KNG FIRST TR EXCHANGE-TRADED FD17.5K shares-13.08%2026-06-302026-07-29

RVT ROYCE SMALL CAP TRUST INC47.8K shares-3.37%2026-06-302026-07-29

AVK ADVENT CONV & INCOME FD67.1K shares-2.86%2026-06-302026-07-29

TYG TORTOISE ENERGY INFRSTRCTR C20.1K shares-7.27%2026-06-302026-07-29

RQI COHEN & STEERS QUALITY INCOM69.5K shares9.90%2026-06-302026-07-29

Sponsored

CMF ISHARES TR14.8K shares-7.37%2026-06-302026-07-29

IWL ISHARES TR4.5K shares174.45%2026-06-302026-07-29

IAU ISHARES GOLD TR10.8K shares-24.24%2026-06-302026-07-29

DGRW WISDOMTREE TR8.5K shares0.17%2026-06-302026-07-29

TDY TELEDYNE TECHNOLOGIES INC1.2K shares0.00%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW6.0K shares0.05%2026-06-302026-07-29

XLG INVESCO EXCHANGE TRADED FD T12.4K shares0.57%2026-06-302026-07-29

CFA VICTORY PORTFOLIOS II7.7K shares0.00%2026-06-302026-07-29

Sponsored

EFV ISHARES TR9.8K shares73.76%2026-06-302026-07-29

INTC INTEL CORP5.4K shares-16.65%2026-06-302026-07-29

IWF ISHARES TR6.0K shares288.20%2026-06-302026-07-29

PEY INVESCO EXCHANGE TRADED FD T32.0K shares0.49%2026-06-302026-07-29

FTCS FIRST TR EXCHANGE-TRADED FD7.7K shares-1.91%2026-06-302026-07-29

VB VANGUARD INDEX FDS2.4K shares-2.81%2026-06-302026-07-29

RMT ROYCE MICRO-CAP TR INC48.2K shares-4.81%2026-06-302026-07-29

FOF COHEN & STEERS CLOSED-END50.5K shares-0.22%2026-06-302026-07-29

Sponsored

ETY EATON VANCE TAX-MANAGED DIVE48.1K shares12.31%2026-06-302026-07-29

NRO NEUBERGER R/EST SECS INC FD230.3K shares-3.76%2026-06-302026-07-29

OBDC BLUE OWL CAPITAL CORPORATION61.9K shares-30.19%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC7.7K shares4.29%2026-06-302026-07-29

EVV EATON VANCE LIMITED DURATION71.7K shares-12.46%2026-06-302026-07-29

CSQ CALAMOS STRATEGIC TOTAL RETU32.3K shares6.59%2026-06-302026-07-29

SPYG SPDR SERIES TRUST5.6K shares52.54%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR5.2K shares-1.02%2026-06-302026-07-29

Sponsored

NMAI NUVEEN MULTI ASSET INCOME FU45.4K shares4.25%2026-06-302026-07-29

IJH ISHARES TR8.3K shares7.75%2026-06-302026-07-29

ORACLE CORP ORACLE CORP4.3K shares-17.91%2026-06-302026-07-29

P EVERPURE INC8.0K shares0.31%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC3.3K shares-4.39%2026-06-302026-07-29

VIS VANGUARD WORLD FD1.7K shares1.17%2026-06-302026-07-29

BMEZ BLACKROCK HEALTH SCIENCES TE40.5K shares0.01%2026-06-302026-07-29

QUAL ISHARES TR2.8K shares0.00%2026-06-302026-07-29

Sponsored

XLV SELECT SECTOR SPDR TR3.9K shares2.42%2026-06-302026-07-29

UNP UNION PAC CORP2.3K shares0.00%2026-06-302026-07-29

GPIX GOLDMAN SACHS ETF TR11.0K sharesnew addition2026-06-302026-07-29

EXG EATON VANCE TAX-MANAGED GLOB62.0K shares-6.06%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.2K shares2.59%2026-06-302026-07-29

DVA DAVITA INC2.7K shares-4.23%2026-06-302026-07-29

PG PROCTER & GAMBLE CO4.1K shares-0.22%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION3.1K shares0.00%2026-06-302026-07-29

Sponsored

PUI INVESCO EXCHANGE TRADED FD T12.4K shares32.19%2026-06-302026-07-29

TDG TRANSDIGM GROUP INC443 shares-6.34%2026-06-302026-07-29

GSEP FIRST TR EXCHNG TRADED FD VI14.4K shares0.00%2026-06-302026-07-29

PEP PEPSICO INC4.4K shares-0.11%2026-06-302026-07-29

PDP INVESCO EXCHANGE TRADED FD T3.9K shares0.00%2026-06-302026-07-29

BHK BLACKROCK CORE BD TR64.0K shares-1.69%2026-06-302026-07-29

ESGU ISHARES TR3.5K shares5.88%2026-06-302026-07-29

VDC VANGUARD WORLD FD2.5K shares2.64%2026-06-302026-07-29

Sponsored

PWZ INVESCO EXCH TRADED FD TR II23.2K shares0.00%2026-06-302026-07-29

VXUS VANGUARD STAR FDS6.6K shares0.14%2026-06-302026-07-29

CSRE COHEN & STEERS ETF TRUST19.8K shares0.00%2026-06-302026-07-29

PFFA ETFIS SER TR I27.3K shares13.71%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.2K sharesnew addition2026-06-302026-07-29

NDIV AMPLIFY ETF TR17.3K shares-15.64%2026-06-302026-07-29

SGI SOMNIGROUP INTERNATIONAL INC7.0K shares0.00%2026-06-302026-07-29

IGD VOYA GLBL EQTY DIV & PREM OP88.0K shares0.00%2026-06-302026-07-29

Sponsored

SOR SOURCE CAPITAL11.8K shares-1.50%2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR4.6K shares0.07%2026-06-302026-07-29

FDL FIRST TR EXCHANGE-TRADED FD11.1K shares1.87%2026-06-302026-07-29

FTEC FIDELITY COVINGTON TRUST1.9K shares0.05%2026-06-302026-07-29

UDEC INNOVATOR ETFS TRUST12.7K shares-5.74%2026-06-302026-07-29

RIV RIVERNORTH OPPORTUNITIES FD44.5K shares-12.57%2026-06-302026-07-29

ESGV VANGUARD WORLD FD3.9K shares0.00%2026-06-302026-07-29

APLD APPLIED DIGITAL CORP13.6K shares-3.54%2026-06-302026-07-29

Sponsored

CVNA CARVANA CO7.7K shares400.00%2026-06-302026-07-29

MO ALTRIA GROUP INC7.0K shares87.88%2026-06-302026-07-29

JRS NUVEEN REAL ESTATE INCOME FD59.7K shares3.83%2026-06-302026-07-29

TRFM ETF SER SOLUTIONS7.9K sharesnew addition2026-06-302026-07-29

XAR SPDR SERIES TRUST1.8K shares2.92%2026-06-302026-07-29

PTY PIMCO CORPORATE & INCOME OPP41.3K shares4.92%2026-06-302026-07-29

IWP ISHARES TR3.3K shares-2.08%2026-06-302026-07-29

GGN GAMCO GLOBAL GOLD NAT RES &100.6K shares-10.65%2026-06-302026-07-29

Sponsored

LOW LOWES COS INC2.2K shares0.00%2026-06-302026-07-29

BIO BIO RAD LABS INC1.6K shares-4.76%2026-06-302026-07-29

SYK STRYKER CORPORATION1.5K shares2.29%2026-06-302026-07-29

QCOM QUALCOMM INC2.5K shares1.21%2026-06-302026-07-29

SBUX STARBUCKS CORP4.5K shares0.00%2026-06-302026-07-29

BLK BLACKROCK INC475 shares0.00%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR12.4K shares0.03%2026-06-302026-07-29

RSPT INVESCO EXCHANGE TRADED FD T7.0K shares16.26%2026-06-302026-07-29

Sponsored

SPYV SPDR SERIES TRUST7.3K shares10.04%2026-06-302026-07-29

GRAL GRAIL INC6.5K shares-28.65%2026-06-302026-07-29

ESML ISHARES TR7.9K shares0.08%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS8.6K shares0.64%2026-06-302026-07-29

IWD ISHARES TR1.8K shares0.00%2026-06-302026-07-29

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.9K sharesnew addition2026-06-302026-07-29

FV FIRST TR EXCHANGE TRADED FD5.7K shares-25.84%2026-06-302026-07-29

Sponsored

IWY ISHARES TR1.5K shares-1.87%2026-06-302026-07-29

VXF VANGUARD INDEX FDS1.7K shares5.15%2026-06-302026-07-29

MEGI NYLI CBRE GBL INFR MEGTRNDS27.5K shares0.00%2026-06-302026-07-29

PGZ PRINCIPAL REAL ESTATE INCOME40.2K shares-16.60%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC1.8K sharesnew addition2026-06-302026-07-29

SHLD GLOBAL X FDS6.8K shares-9.66%2026-06-302026-07-29

ETN EATON CORP PLC956 shares0.00%2026-06-302026-07-29

FDHY FIDELITY COVINGTON TRUST8.3K shares0.00%2026-06-302026-07-29

Sponsored

SCD LMP CAP & INCOME FD INC25.9K shares0.00%2026-06-302026-07-29

WTV WISDOMTREE TR4.0K shares3.76%2026-06-302026-07-29

ISHARES TR ISHARES TR4.1K shares0.07%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 40562 shares0.00%2026-06-302026-07-29

LDUR PIMCO ETF TR4.1K shares-8.11%2026-06-302026-07-29

PCEF INVESCO EXCH TRADED FD TR II19.3K shares-4.92%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC9.3K shares-41.69%2026-06-302026-07-29

BOE BLACKROCK ENHANCED GLOBAL31.7K shares0.96%2026-06-302026-07-29

Sponsored

NFG NATIONAL FUEL GAS CO4.9K shares0.00%2026-06-302026-07-29

RFI COHEN & STEERS TOTAL RETURN33.4K shares0.00%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP587 sharesnew addition2026-06-302026-07-29

MAYW AIM ETF PRODUCTS TRUST10.8K shares-3.15%2026-06-302026-07-29

AGD ABRDN GLOBAL DYNAMIC DIVIDEN30.9K shares-6.01%2026-06-302026-07-29

ZAP GLOBAL X FDS10.8K sharesnew addition2026-06-302026-07-29

AFL AFLAC INC3.2K shares0.00%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC2.0K shares0.00%2026-06-302026-07-29

Sponsored

ETG EATON VANCE TX ADV GLBL DIV15.5K shares0.00%2026-06-302026-07-29

IVE ISHARES TR1.6K shares-3.58%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO6.3K shares-4.72%2026-06-302026-07-29

T AT&T INC17.4K shares-12.91%2026-06-302026-07-29

FXL FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-06-302026-07-29

QDVO AMPLIFY ETF TR12.0K sharesnew addition2026-06-302026-07-29

WAGN PROFESIONALLY MANAGED PORTFO25.9K shares18.22%2026-06-302026-07-29

BALT INNOVATOR ETFS TRUST10.4K shares0.00%2026-06-302026-07-29

Sponsored

TMO THERMO FISHER SCIENTIFIC INC707 shares1.43%2026-06-302026-07-29

PFF ISHARES TR11.6K shares0.22%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC460 shares-19.58%2026-06-302026-07-29

HEDJ WISDOMTREE TR6.1K shares0.92%2026-06-302026-07-29

STEW SRH TOTAL RETURN FUND INC19.3K shares0.00%2026-06-302026-07-29

VCR VANGUARD WORLD FD859 shares0.00%2026-06-302026-07-29

IDE VOYA INFRASTRUCTURE INDLS &24.4K shares2.09%2026-06-302026-07-29

JPC NUVEEN PFD & INCOME OPPORTUN42.7K shares-8.56%2026-06-302026-07-29

Sponsored

MLPX GLOBAL X FDS4.6K shares-7.68%2026-06-302026-07-29

IAF ABRDN AUSTRALIA EQUITY FD IN27.1K shares-25.95%2026-06-302026-07-29

3M CO 3M CO2.1K shares-14.93%2026-06-302026-07-29

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.3K shares-3.27%2026-06-302026-07-29

EFX EQUIFAX INC2.1K shares0.00%2026-06-302026-07-29

NWBI NORTHWEST BANCSHARES INC21.6K shares0.00%2026-06-302026-07-29

CGIE CAPITAL GROUP INTERNATIONAL8.9K shares27.25%2026-06-302026-07-29

GRID FIRST TR EXCHANGE-TRADED FD1.7K sharesnew addition2026-06-302026-07-29

Sponsored

EPD ENTERPRISE PRODS PARTNERS L8.8K shares0.82%2026-06-302026-07-29

VOT VANGUARD INDEX FDS1.1K shares-8.74%2026-06-302026-07-29

BDJ BLACKROCK ENHANCED EQUITY DI33.7K shares1.42%2026-06-302026-07-29

ROK ROCKWELL AUTOMATION INC647 shares2.37%2026-06-302026-07-29

MUNI PIMCO ETF TR6.1K shares0.83%2026-06-302026-07-29

SNDK SANDISK CORP140 sharesnew addition2026-06-302026-07-29

IGR CBRE GBL REAL ESTATE INC FD68.8K shares-16.40%2026-06-302026-07-29

TPZ TORTOISE CAPITAL SERIES TRUS14.3K shares-11.74%2026-06-302026-07-29

Sponsored

COHR COHERENT CORP788 sharesnew addition2026-06-302026-07-29

NVO NOVO-NORDISK A S6.5K shares-9.98%2026-06-302026-07-29

TCAF T ROWE PRICE EXCHANGE-TRADED7.5K shares15.73%2026-06-302026-07-29

USRT ISHARES TR4.6K shares0.00%2026-06-302026-07-29

CGCP CAPITAL GRP FIXED INCM ETF T13.7K shares1.78%2026-06-302026-07-29

NLY ANNALY CAPITAL MANAGEMENT IN13.6K shares0.00%2026-06-302026-07-29

GLV CLOUGH GLOBAL DIVID & INCOME45.3K shares0.00%2026-06-302026-07-29

MATX MATSON INC1.6K shares0.00%2026-06-302026-07-29

Sponsored

SRE SEMPRA3.2K shares-8.40%2026-06-302026-07-29

B BARRICK MNG CORP8.1K shares40.81%2026-06-302026-07-29

PTF INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC1.0K shares34.71%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR5.5K shares-15.83%2026-06-302026-07-29

SHEL SHELL PLC3.8K shares1.61%2026-06-302026-07-29

HDV ISHARES TR10.6K shares400.00%2026-06-302026-07-29

ESGD ISHARES TR2.8K shares-3.94%2026-06-302026-07-29

Sponsored

CHW CALAMOS GBL DYN INCOME FUND32.6K shares13.59%2026-06-302026-07-29

JGH NUVEEN GLOBAL HIGH INCOME FD22.7K shares0.00%2026-06-302026-07-29

MGV VANGUARD WORLD FD1.8K shares10.47%2026-06-302026-07-29

ASGI ABRDN GLOBAL INFRA INCOME FU12.3K shares0.00%2026-06-302026-07-29

NXP NUVEEN SELECT TAX-FREE INCOM19.3K shares-11.48%2026-06-302026-07-29

PDO PIMCO DYNAMIC INCOME OPRNTS20.7K shares28.35%2026-06-302026-07-29

NJAN INNOVATOR ETFS TRUST4.6K shares-12.54%2026-06-302026-07-29

CALI BLACKROCK ETF TRUST II5.4K shares0.00%2026-06-302026-07-29

Sponsored

ENB ENBRIDGE INC4.9K shares0.00%2026-06-302026-07-29

DBND DOUBLELINE ETF TRUST5.8K shares1.19%2026-06-302026-07-29

JAAA JANUS DETROIT STR TR5.3K sharesnew addition2026-06-302026-07-29

SOFI SOFI TECHNOLOGIES INC14.8K sharesnew addition2026-06-302026-07-29

QTEC FIRST TR EXCHANGE-TRADED FD790 sharesnew addition2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F4.4K shares-26.10%2026-06-302026-07-29

IHD VOYA EMERGING MKTS HIGH DIVI33.5K shares-11.84%2026-06-302026-07-29

IJJ ISHARES TR1.8K shares0.00%2026-06-302026-07-29

Sponsored

GARP ISHARES TR3.2K sharesnew addition2026-06-302026-07-29

ACP ABRDN INCOME CREDIT STRATEGI49.9K shares-26.84%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC4.4K shares-6.38%2026-06-302026-07-29

VFH VANGUARD WORLD FD1.9K shares0.00%2026-06-302026-07-29

SHOP SHOPIFY INC2.2K shares0.00%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR2.4K shares6.35%2026-06-302026-07-29

LQD ISHARES TR2.3K shares-20.65%2026-06-302026-07-29

ARDC ARES DYNAMIC CR ALLOCATION F20.1K shares-13.39%2026-06-302026-07-29

Sponsored

PMAY INNOVATOR ETFS TRUST6.1K shares-8.96%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO750 sharesnew addition2026-06-302026-07-29

NZF NUVEEN MUN CR INCOME FD19.8K shares0.00%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC345 sharesnew addition2026-06-302026-07-29

GJUL FIRST TR EXCHNG TRADED FD VI5.7K shares-1.55%2026-06-302026-07-29

SPMO INVESCO EXCH TRADED FD TR II1.5K sharesnew addition2026-06-302026-07-29

FTQI FIRST TR EXCHANGE TRADED FD11.2K shares0.00%2026-06-302026-07-29

DGRO ISHARES TR3.3K shares0.84%2026-06-302026-07-29

Sponsored

FELC FIDELITY COVINGTON TRUST5.9K shares0.00%2026-06-302026-07-29

QDEC FIRST TR EXCHNG TRADED FD VI6.9K shares1.28%2026-06-302026-07-29

PAVE GLOBAL X FDS4.2K shares2.68%2026-06-302026-07-29

SHV ISHARES TR2.2K shares-68.71%2026-06-302026-07-29

HFXI NEW YORK LIFE INVESTMENTS ET6.3K sharesnew addition2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR8.3K shares0.00%2026-06-302026-07-29

EMO CLEARBRIDGE ENERGY MIDSTREAM4.8K shares-5.94%2026-06-302026-07-29

TDIV FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2026-06-302026-07-29

Sponsored

IGM ISHARES TR1.4K sharesnew addition2026-06-302026-07-29

HIO WESTERN ASSET HIGH INCOME OP64.3K shares13.02%2026-06-302026-07-29

RNP COHEN & STEERS REIT & PFD &11.5K sharesnew addition2026-06-302026-07-29

EAGG ISHARES TR4.9K sharesnew addition2026-06-302026-07-29

CGCB CAPITAL GRP FIXED INCM ETF T8.9K shares0.00%2026-06-302026-07-29

GILD GILEAD SCIENCES INC1.8K shares0.16%2026-06-302026-07-29

QSPT FIRST TR EXCHNG TRADED FD VI6.6K shares-2.93%2026-06-302026-07-29

VOX VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-29

Sponsored

CRM SALESFORCE INC1.5K shares-10.28%2026-06-302026-07-29

CGNG CAPITAL GROUP NEW GEOGRAPHY6.1K sharesnew addition2026-06-302026-07-29

SPBO SPDR SERIES TRUST7.9K sharesnew addition2026-06-302026-07-29

ICLO INVESCO ACTIVELY MANAGED EXC8.9K shares-22.64%2026-06-302026-07-29

IWN ISHARES TR1.0K sharesnew addition2026-06-302026-07-29

BGR BLACKROCK ENERGY & RES TR15.3K shares0.00%2026-06-302026-07-29

O REALTY INCOME CORP3.6K sharesnew addition2026-06-302026-07-29

USA LIBERTY ALL STAR EQUITY FD38.5K shares-7.55%2026-06-302026-07-29

Sponsored

NAC NUVEEN CA DIVI ADV MUN18.4K shares-0.32%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN992 shares0.00%2026-06-302026-07-29

SE SEA LTD2.3K sharesnew addition2026-06-302026-07-29

ARK ETF TR ARK ETF TR1.5K sharesnew addition2026-06-302026-07-29

PSX PHILLIPS 661.3K shares-1.88%2026-06-302026-07-29

GDV GABELLI DIVID & INCOME TR7.5K sharesnew addition2026-06-302026-07-29

NKE NIKE INC5.3K shares17.20%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC729 sharesnew addition2026-06-302026-07-29

Sponsored

MUC BLACKROCK MUNIHLDNGS CALI19.7K shares-10.29%2026-06-302026-07-29

THQ ABRDN HEALTHCARE OPPORTUNITI11.5K shares2.22%2026-06-302026-07-29

DBMF LITMAN GREGORY FDS TR7.0K sharesnew addition2026-06-302026-07-29

CAM AB ACTIVE ETFS INC8.5K sharesnew addition2026-06-302026-07-29

MTUM ISHARES TR619 sharesnew addition2026-06-302026-07-29

RDVI FIRST TR EXCHANGE-TRADED FD7.2K sharesnew addition2026-06-302026-07-29

PAYP PAYPAY CORP14.7K sharesnew addition2026-06-302026-07-29

CGVV CAPITAL GROUP EQUITY ETF TR6.8K sharesnew addition2026-06-302026-07-29

Sponsored

LOUP INNOVATOR ETFS TRUST2.1K sharesnew addition2026-06-302026-07-29

IWR ISHARES TR1.9K sharesnew addition2026-06-302026-07-29

SPXX NUVEEN S&P 500 DYNAMIC OVERW11.2K shares0.00%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC1.9K shares-21.01%2026-06-302026-07-29

GJAN FIRST TR EXCHNG TRADED FD VI4.6K sharesnew addition2026-06-302026-07-29

MDYG SPDR SERIES TRUST1.8K sharesnew addition2026-06-302026-07-29

TLT ISHARES TR2.4K shares-11.47%2026-06-302026-07-29

F FORD MTR CO14.7K shares-19.61%2026-06-302026-07-29

Sponsored

MINT PIMCO ETF TR2.0K shares-42.50%2026-06-302026-07-29

JAJL INNOVATOR ETFS TRUST6.8K sharesnew addition2026-06-302026-07-29

PSEP INNOVATOR ETFS TRUST4.4K sharesnew addition2026-06-302026-07-29

NBSD NEUBERGER BERMAN ETF TRUST4.0K shares0.00%2026-06-302026-07-29

ARK ETF TR ARK ETF TR2.5K sharesnew addition2026-06-302026-07-29

JCE NUVEEN CORE EQUITY ALPHA FD12.1K shares19.80%2026-06-302026-07-29

BGY BLACKROCK ENHANCED INTL DIV34.4K shares-4.85%2026-06-302026-07-29

VCV INVESCO CALIF VALUE MUN INCO18.3K shares5.78%2026-06-302026-07-29

Sponsored

JQC NUVEEN CR STRATEGIES INCOME39.8K shares-11.16%2026-06-302026-07-29

ONDS ONDAS INC23.0K shares38.20%2026-06-302026-07-29

IGA VOYA GLBL ADV & PREM OPP FD18.9K shares0.00%2026-06-302026-07-29

MMU WESTERN ASSET MANAGED MUNS F17.9K shares20.13%2026-06-302026-07-29

NOK NOKIA CORP13.9K sharesnew addition2026-06-302026-07-29

SPE SPECIAL OPPORTUNITIES FD INC13.6K shares-4.41%2026-06-302026-07-29

PAXS PIMCO ACCESS INCOME FUND12.3K shares0.00%2026-06-302026-07-29

HEQ JOHN HANCOCK DIVERSIFIED INC15.4K shares-16.30%2026-06-302026-07-29

Sponsored

FLO FLOWERS FOODS INC20.6K shares0.00%2026-06-302026-07-29

LOOP LOOP INDS INC167.6K shares0.00%2026-06-302026-07-29

FCT FIRST TR SR FLTG RATE INCOME15.5K shares0.00%2026-06-302026-07-29

AGNC INVT CORP AGNC INVT CORP13.5K shares8.24%2026-06-302026-07-29

THW ABRDN WORLD HEALTHCARE FUND10.9K shares-12.10%2026-06-302026-07-29

JRI NUVEEN REAL ASSET INCOME & G11.1K shares0.00%2026-06-302026-07-29

ETJ EATON VANCE RISK-MANAGED DIV16.3K shares0.00%2026-06-302026-07-29

PMM PUTNAM MANAGED MUN INCOME TR20.0K shares0.00%2026-06-302026-07-29

Sponsored

MQY BLACKROCK MUNIYILD QULT FD I11.3K sharesnew addition2026-06-302026-07-29

NIM NUVEEN SELECT MAT MUN FD12.5K shares0.00%2026-06-302026-07-29

DSL DOUBLELINE INCOME SOLUTIONS10.6K shares0.46%2026-06-302026-07-29

EAD ALLSPRING INCOME OPPORTUNIT17.3K shares0.00%2026-06-302026-07-29

MYI BLACKROCK MUNIYIELD QUALITY10.1K shares0.00%2026-06-302026-07-29

JFR NUVEEN FLOATING RATE INCOME14.5K shares-11.99%2026-06-302026-07-29

CLM CORNERSTONE STRATEGIC INVEST13.5K shares0.00%2026-06-302026-07-29

SATELLOGIC INC SATELLOGIC INC17.5K sharesnew addition2026-06-302026-07-29

Sponsored

GLO CLOUGH GLOBAL OPPORTUNITIES15.0K shares0.00%2026-06-302026-07-29

HYT BLACKROCK CORPOR HI YLD FD I10.5K shares-34.47%2026-06-302026-07-29

GNT GAMCO NAT RES GOLD & INCOME10.9K shares8.87%2026-06-302026-07-29

OXLC OXFORD LANE CAP CORP10.1K sharesnew addition2026-06-302026-07-29

DMA DESTRA MULTI-ALTERNATIVE FD11.7K shares0.00%2026-06-302026-07-29

ADT INC DEL ADT INC DEL12.4K shares0.00%2026-06-302026-07-29

OIA INVESCO MUNI INCOME OPP TRST12.2K shares0.00%2026-06-302026-07-29

PCF HIGH INCOME SECS FD13.7K shares0.00%2026-06-302026-07-29

Sponsored

ABR ARBOR REALTY TRUST INC12.9K shares0.00%2026-06-302026-07-29

FTF FRANKLIN LTD DURATION INCOME11.4K shares0.00%2026-06-302026-07-29

MFM ABERDEEN MUN INCOME FD10.0K shares0.00%2026-06-302026-07-29

ASG LIBERTY ALL-STAR GROWTH FD I10.1K sharesnew addition2026-06-302026-07-29

RIG TRANSOCEAN LTD10.6K sharesnew addition2026-06-302026-07-29

MPW MEDICAL PROPERTIES TRUST INC11.0K shares0.00%2026-06-302026-07-29

CTSO CYTOSORBENTS CORP104.1K shares0.00%2026-06-302026-07-29

ABEV AMBEV SA10.5K shares0.00%2026-06-302026-07-29

Sponsored

VVR INVESCO SR INCOME TR10.0K shares0.00%2026-06-302026-07-29

POWERBANK CORP POWERBANK CORP30.0K shares0.00%2026-06-302026-07-29

SLDPW SOLID POWER INC20.7K shares0.00%2026-06-302026-07-29

COHEN & STEERS QUALITY INCOM COHEN & STEERS QUALITY INCOM64.8K sharesnew addition2026-06-302026-07-29

MICRON TECHNOLOGY INC

-17.65%

Shares59.8K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-1.32%

Shares267.5K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.52%

Shares65.9K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

6.12%

Shares82.4K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-1.03%

Shares120.4K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-0.20%

Shares79.9K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

3.29%

Shares183.9K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.96%

Shares28.1K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

0.62%

Shares21.4K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.38%

Shares111.7K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

0.21%

Shares76.0K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

421.46%

Shares205.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

-2.40%

Shares84.7K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

2.72%

Shares70.9K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

1.30%

Shares38.5K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

515.66%

Shares174.4K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

737.88%

Shares123.0K

Event2026-06-30

Filed2026-07-29

VISA INC

3.02%

Shares38.8K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

1.06%

Shares37.7K

Event2026-06-30

Filed2026-07-29

OXY

OCCIDENTAL PETE CORP

3.89%

Shares255.5K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

1.85%

Shares16.8K

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD

11.77%

Shares124.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

15.36%

Shares30.1K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-1.82%

Shares193.2K

Event2026-06-30

Filed2026-07-29

MKL

MARKEL GROUP INC

60.37%

Shares5.4K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

2.47%

Shares33.9K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

-1.43%

Shares69.3K

Event2026-06-30

Filed2026-07-29

AMR

ALPHA METALLURGICAL RESOUR I

46.52%

Shares57.9K

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO

-2.25%

Shares116.2K

Event2026-06-30

Filed2026-07-29

YYY

AMPLIFY ETF TR

6.28%

Shares714.1K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

3.96%

Shares52.2K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-3.34%

Shares144.3K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

2.74%

Shares10.9K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

0.32%

Shares69.3K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

9.20%

Shares11.7K

Event2026-06-30

Filed2026-07-29

HCC

WARRIOR MET COAL INC

4.65%

Shares93.4K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

6.31%

Shares77.9K

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

-2.00%

Shares49.6K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-1.87%

Shares18.8K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

59.59%

Shares20.6K

Event2026-06-30

Filed2026-07-29

CGGR

CAPITAL GROUP GROWTH ETF

20.87%

Shares131.7K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

8.40%

Shares98.2K

Event2026-06-30

Filed2026-07-29

IDV

ISHARES TR

2.85%

Shares136.8K

Event2026-06-30

Filed2026-07-29

CGMS

CAPITAL GRP FIXED INCM ETF T

1.06%

Shares202.5K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.95%

Shares16.9K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

23.87%

Shares52.1K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

5.22%

Shares64.5K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-0.27%

Shares29.8K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

1.61%

Shares11.7K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.05%

Shares13.1K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

0.47%

Shares12.6K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-0.01%

Shares57.5K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

4.25%

Shares12.7K

Event2026-06-30

Filed2026-07-29

CGSD

CAPITAL GRP FIXED INCM ETF T

-0.56%

Shares164.1K

Event2026-06-30

Filed2026-07-29

KYN

KAYNE ANDERSON ENERGY INFRST

-1.37%

Shares299.5K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-1.99%

Shares18.2K

Event2026-06-30

Filed2026-07-29

BUFR

FIRST TR EXCHNG TRADED FD VI

-3.96%

Shares100.3K

Event2026-06-30

Filed2026-07-29

CGBL

CAPITAL GROUP CORE BALANCED

86.24%

Shares95.0K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

9.64%

Shares11.7K

Event2026-06-30

Filed2026-07-29

BST

BLACKROCK SCIENCE & TECHNOLO

-2.78%

Shares70.0K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

0.69%

Shares30.0K

Event2026-06-30

Filed2026-07-29

FLDR

FIDELITY MERRIMACK STR TR

-3.45%

Shares68.8K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

1.31%

Shares12.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

255.71%

Shares39.0K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

221.86%

Shares22.6K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

2.59%

Shares14.3K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.42%

Shares6.3K

Event2026-06-30

Filed2026-07-29

EIPI

FIRST TR EXCHNG TRADED FD VI

-0.69%

Shares137.0K

Event2026-06-30

Filed2026-07-29

BAI

BLACKROCK ETF TRUST

100.57%

Shares54.6K

Event2026-06-30

Filed2026-07-29

QTUM

ETF SER SOLUTIONS

0.27%

Shares17.3K

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

-1.04%

Shares29.2K

Event2026-06-30

Filed2026-07-29

UTG

REAVES UTIL INCOME FD

39.22%

Shares69.2K

Event2026-06-30

Filed2026-07-29

QYLD

GLOBAL X FDS

-3.56%

Shares152.9K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

5.28%

Shares2.4K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

-0.94%

Shares5.0K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

CGIC

CAPITAL GROUP INTERNATIONAL

55.21%

Shares74.1K

Event2026-06-30

Filed2026-07-29

CGMM

CAPITAL GROUP EQUITY ETF TR

9.42%

Shares80.6K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

8.04%

Shares2.1K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-20.17%

Shares4.4K

Event2026-06-30

Filed2026-07-29

XYLD

GLOBAL X FDS

0.22%

Shares62.3K

Event2026-06-30

Filed2026-07-29

FTSM

FIRST TR EXCHANGE-TRADED FD

0.33%

Shares42.3K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

5.28%

Shares9.5K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

-33.50%

Shares72.4K

Event2026-06-30

Filed2026-07-29

UTF

COHEN & STEERS INFRASTRUCTUR

96.56%

Shares82.8K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

29.52%

Shares45.0K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

0.10%

Shares2.1K

Event2026-06-30

Filed2026-07-29

IYH

ISHARES TR

-0.38%

Shares32.4K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

-5.88%

Shares33.0K

Event2026-06-30

Filed2026-07-29

HQH

ABRDN HEALTHCARE INVESTORS

-2.24%

Shares98.5K

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

4.91%

Shares19.5K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-41.65%

Shares5.8K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

38.60%

Shares30.5K

Event2026-06-30

Filed2026-07-29

SRV

NXG CUSHING MIDSTREAM ENERGY

25.96%

Shares40.5K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

1.49%

Shares14.8K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

138.00%

Shares37.8K

Event2026-06-30

Filed2026-07-29

DYNF

BLACKROCK ETF TRUST

New

Shares26.6K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-3.81%

Shares21.6K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

-41.71%

Shares4.7K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

New

Shares12.5K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-0.15%

Shares3.3K

Event2026-06-30

Filed2026-07-29

HIX

WESTERN ASSET HIGH INCOM FD

-7.85%

Shares420.6K

Event2026-06-30

Filed2026-07-29

XBI

SPDR SERIES TRUST

New

Shares10.4K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-1.35%

Shares30.1K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-4.92%

Shares10.0K

Event2026-06-30

Filed2026-07-29

AWP

ABRDN GLOBAL PREMIER PPTYS F

-6.81%

Shares133.1K

Event2026-06-30

Filed2026-07-29

IBKR

INTERACTIVE BROKERS GROUP IN

-4.52%

Shares18.0K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

280.46%

Shares18.8K

Event2026-06-30

Filed2026-07-29

FEP

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares27.3K

Event2026-06-30

Filed2026-07-29

SPGP

INVESCO EXCHANGE TRADED FD T

-20.59%

Shares12.5K

Event2026-06-30

Filed2026-07-29

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares33.3K

Event2026-06-30

Filed2026-07-29

SGOV

ISHARES TR

95.11%

Shares15.1K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

6.26%

Shares10.0K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-1.53%

Shares15.4K

Event2026-06-30

Filed2026-07-29

CCJ

CAMECO CORP

6.92%

Shares14.6K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

-15.66%

Shares5.0K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

130.92%

Shares5.2K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

2.30%

Shares26.4K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

-2.29%

Shares2.7K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES TR

-8.30%

Shares5.6K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-0.15%

Shares2.6K

Event2026-06-30

Filed2026-07-29

BSTZ

BLACKROCK SCIENCE & TECHNOLO

-2.17%

Shares44.3K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

0.71%

Shares8.8K

Event2026-06-30

Filed2026-07-29

FAX

ABRDN ASIA PACIFIC INCOME FU

-8.25%

Shares89.0K

Event2026-06-30

Filed2026-07-29

JMUB

J P MORGAN EXCHANGE TRADED F

12.43%

Shares25.1K

Event2026-06-30

Filed2026-07-29

HGLB

HIGHLAND GLOBAL ALLOCATION F

-37.46%

Shares165.4K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

2.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

WIW

WESTERN AST INFL LKD OPP & I

-7.54%

Shares144.7K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

16.72%

Shares6.5K

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY MERRIMACK STR TR

6.77%

Shares26.3K

Event2026-06-30

Filed2026-07-29

CURTISS WRIGHT CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

IYY

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

68.40%

Shares16.7K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

GPIQ

GOLDMAN SACHS ETF TR

-3.00%

Shares19.4K

Event2026-06-30

Filed2026-07-29

CGUS

CAPITAL GROUP CORE EQUITY ET

2.00%

Shares25.6K

Event2026-06-30

Filed2026-07-29

DJIA

GLOBAL X FDS

-2.70%

Shares50.4K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

3.42%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

6.39%

Shares11.4K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

2.74%

Shares14.5K

Event2026-06-30

Filed2026-07-29

IAE

VOYA ASIA PAC HIGH DIV EQT I

-2.81%

Shares110.8K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

2.12%

Shares10.0K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

0.12%

Shares10.4K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-1.83%

Shares2.8K

Event2026-06-30

Filed2026-07-29

ABRDN TOTAL DYNAMIC DIVIDEND

-4.49%

Shares95.7K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

-3.21%

Shares2.4K

Event2026-06-30

Filed2026-07-29

BLCR

BLACKROCK ETF TRUST

New

Shares18.9K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-16.27%

Shares8.1K

Event2026-06-30

Filed2026-07-29

BOEING CO

-0.86%

Shares4.4K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

8.99%

Shares38.9K

Event2026-06-30

Filed2026-07-29

EOD

ALLSPRING GLOBAL DIVIDEND OP

-1.24%

Shares143.3K

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES TR

-4.54%

Shares14.8K

Event2026-06-30

Filed2026-07-29

RYLD

GLOBAL X FDS

-5.09%

Shares57.8K

Event2026-06-30

Filed2026-07-29

KNG

FIRST TR EXCHANGE-TRADED FD

-13.08%

Shares17.5K

Event2026-06-30

Filed2026-07-29

RVT

ROYCE SMALL CAP TRUST INC

-3.37%

Shares47.8K

Event2026-06-30

Filed2026-07-29

AVK

ADVENT CONV & INCOME FD

-2.86%

Shares67.1K

Event2026-06-30

Filed2026-07-29

TYG

TORTOISE ENERGY INFRSTRCTR C

-7.27%

Shares20.1K

Event2026-06-30

Filed2026-07-29

RQI

COHEN & STEERS QUALITY INCOM

9.90%

Shares69.5K

Event2026-06-30

Filed2026-07-29

CMF

ISHARES TR

-7.37%

Shares14.8K

Event2026-06-30

Filed2026-07-29

IWL

ISHARES TR

174.45%

Shares4.5K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

-24.24%

Shares10.8K

Event2026-06-30

Filed2026-07-29

DGRW

WISDOMTREE TR

0.17%

Shares8.5K

Event2026-06-30

Filed2026-07-29

TDY

TELEDYNE TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

0.05%

Shares6.0K

Event2026-06-30

Filed2026-07-29

XLG

INVESCO EXCHANGE TRADED FD T

0.57%

Shares12.4K

Event2026-06-30

Filed2026-07-29

CFA

VICTORY PORTFOLIOS II

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

73.76%

Shares9.8K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

-16.65%

Shares5.4K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

288.20%

Shares6.0K

Event2026-06-30

Filed2026-07-29

PEY

INVESCO EXCHANGE TRADED FD T

0.49%

Shares32.0K

Event2026-06-30

Filed2026-07-29

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.91%

Shares7.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-2.81%

Shares2.4K

Event2026-06-30

Filed2026-07-29

RMT

ROYCE MICRO-CAP TR INC

-4.81%

Shares48.2K

Event2026-06-30

Filed2026-07-29

FOF

COHEN & STEERS CLOSED-END

-0.22%

Shares50.5K

Event2026-06-30

Filed2026-07-29

ETY

EATON VANCE TAX-MANAGED DIVE

12.31%

Shares48.1K

Event2026-06-30

Filed2026-07-29

NRO

NEUBERGER R/EST SECS INC FD

-3.76%

Shares230.3K

Event2026-06-30

Filed2026-07-29

OBDC

BLUE OWL CAPITAL CORPORATION

-30.19%

Shares61.9K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

4.29%

Shares7.7K

Event2026-06-30

Filed2026-07-29

EVV

EATON VANCE LIMITED DURATION

-12.46%

Shares71.7K

Event2026-06-30

Filed2026-07-29

CSQ

CALAMOS STRATEGIC TOTAL RETU

6.59%

Shares32.3K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

52.54%

Shares5.6K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

-1.02%

Shares5.2K

Event2026-06-30

Filed2026-07-29

NMAI

NUVEEN MULTI ASSET INCOME FU

4.25%

Shares45.4K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

7.75%

Shares8.3K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-17.91%

Shares4.3K

Event2026-06-30

Filed2026-07-29

EVERPURE INC

0.31%

Shares8.0K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

-4.39%

Shares3.3K

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

1.17%

Shares1.7K

Event2026-06-30

Filed2026-07-29

BMEZ

BLACKROCK HEALTH SCIENCES TE

0.01%

Shares40.5K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

2.42%

Shares3.9K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-29

GPIX

GOLDMAN SACHS ETF TR

New

Shares11.0K

Event2026-06-30

Filed2026-07-29

EXG

EATON VANCE TAX-MANAGED GLOB

-6.06%

Shares62.0K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

2.59%

Shares1.2K

Event2026-06-30

Filed2026-07-29

DVA

DAVITA INC

-4.23%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-0.22%

Shares4.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-29

PUI

INVESCO EXCHANGE TRADED FD T

32.19%

Shares12.4K

Event2026-06-30

Filed2026-07-29

TDG

TRANSDIGM GROUP INC

-6.34%

Shares443

Event2026-06-30

Filed2026-07-29

GSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares14.4K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.11%

Shares4.4K

Event2026-06-30

Filed2026-07-29

PDP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

BHK

BLACKROCK CORE BD TR

-1.69%

Shares64.0K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

5.88%

Shares3.5K

Event2026-06-30

Filed2026-07-29

VDC

VANGUARD WORLD FD

2.64%

Shares2.5K

Event2026-06-30

Filed2026-07-29

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares23.2K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

0.14%

Shares6.6K

Event2026-06-30

Filed2026-07-29

CSRE

COHEN & STEERS ETF TRUST

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-29

PFFA

ETFIS SER TR I

13.71%

Shares27.3K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

NDIV

AMPLIFY ETF TR

-15.64%

Shares17.3K

Event2026-06-30

Filed2026-07-29

SGI

SOMNIGROUP INTERNATIONAL INC

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

IGD

VOYA GLBL EQTY DIV & PREM OP

0.00%

Shares88.0K

Event2026-06-30

Filed2026-07-29

SOR

SOURCE CAPITAL

-1.50%

Shares11.8K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

0.07%

Shares4.6K

Event2026-06-30

Filed2026-07-29

FDL

FIRST TR EXCHANGE-TRADED FD

1.87%

Shares11.1K

Event2026-06-30

Filed2026-07-29

FTEC

FIDELITY COVINGTON TRUST

0.05%

Shares1.9K

Event2026-06-30

Filed2026-07-29

UDEC

INNOVATOR ETFS TRUST

-5.74%

Shares12.7K

Event2026-06-30

Filed2026-07-29

RIV

RIVERNORTH OPPORTUNITIES FD

-12.57%

Shares44.5K

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD WORLD FD

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-29

APLD

APPLIED DIGITAL CORP

-3.54%

Shares13.6K

Event2026-06-30

Filed2026-07-29

CVNA

CARVANA CO

400.00%

Shares7.7K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

87.88%

Shares7.0K

Event2026-06-30

Filed2026-07-29

JRS

NUVEEN REAL ESTATE INCOME FD

3.83%

Shares59.7K

Event2026-06-30

Filed2026-07-29

TRFM

ETF SER SOLUTIONS

New

Shares7.9K

Event2026-06-30

Filed2026-07-29

XAR

SPDR SERIES TRUST

2.92%

Shares1.8K

Event2026-06-30

Filed2026-07-29

PTY

PIMCO CORPORATE & INCOME OPP

4.92%

Shares41.3K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

-2.08%

Shares3.3K

Event2026-06-30

Filed2026-07-29

GGN

GAMCO GLOBAL GOLD NAT RES &

-10.65%

Shares100.6K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

BIO

BIO RAD LABS INC

-4.76%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

2.29%

Shares1.5K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

1.21%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

0.00%

Shares475

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

0.03%

Shares12.4K

Event2026-06-30

Filed2026-07-29

RSPT

INVESCO EXCHANGE TRADED FD T

16.26%

Shares7.0K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

10.04%

Shares7.3K

Event2026-06-30

Filed2026-07-29

GRAL

GRAIL INC

-28.65%

Shares6.5K

Event2026-06-30

Filed2026-07-29

ESML

ISHARES TR

0.08%

Shares7.9K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

0.64%

Shares8.6K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

FIRST TR EXCHANGE TRADED FD

-25.84%

Shares5.7K

Event2026-06-30

Filed2026-07-29

IWY

ISHARES TR

-1.87%

Shares1.5K

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

5.15%

Shares1.7K

Event2026-06-30

Filed2026-07-29

MEGI

NYLI CBRE GBL INFR MEGTRNDS

0.00%

Shares27.5K

Event2026-06-30

Filed2026-07-29

PGZ

PRINCIPAL REAL ESTATE INCOME

-16.60%

Shares40.2K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

SHLD

GLOBAL X FDS

-9.66%

Shares6.8K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

0.00%

Shares956

Event2026-06-30

Filed2026-07-29

FDHY

FIDELITY COVINGTON TRUST

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-29

SCD

LMP CAP & INCOME FD INC

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-29

WTV

WISDOMTREE TR

3.76%

Shares4.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.07%

Shares4.1K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares562

Event2026-06-30

Filed2026-07-29

LDUR

PIMCO ETF TR

-8.11%

Shares4.1K

Event2026-06-30

Filed2026-07-29

PCEF

INVESCO EXCH TRADED FD TR II

-4.92%

Shares19.3K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-41.69%

Shares9.3K

Event2026-06-30

Filed2026-07-29

BOE

BLACKROCK ENHANCED GLOBAL

0.96%

Shares31.7K

Event2026-06-30

Filed2026-07-29

NFG

NATIONAL FUEL GAS CO

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

RFI

COHEN & STEERS TOTAL RETURN

0.00%

Shares33.4K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

New

Shares587

Event2026-06-30

Filed2026-07-29

MAYW

AIM ETF PRODUCTS TRUST

-3.15%

Shares10.8K

Event2026-06-30

Filed2026-07-29

AGD

ABRDN GLOBAL DYNAMIC DIVIDEN

-6.01%

Shares30.9K

Event2026-06-30

Filed2026-07-29

ZAP

GLOBAL X FDS

New

Shares10.8K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-29

ETG

EATON VANCE TX ADV GLBL DIV

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-3.58%

Shares1.6K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-4.72%

Shares6.3K

Event2026-06-30

Filed2026-07-29

AT&T INC

-12.91%

Shares17.4K

Event2026-06-30

Filed2026-07-29

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

QDVO

AMPLIFY ETF TR

New

Shares12.0K

Event2026-06-30

Filed2026-07-29

WAGN

PROFESIONALLY MANAGED PORTFO

18.22%

Shares25.9K

Event2026-06-30

Filed2026-07-29

BALT

INNOVATOR ETFS TRUST

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

1.43%

Shares707

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

0.22%

Shares11.6K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

-19.58%

Shares460

Event2026-06-30

Filed2026-07-29

HEDJ

WISDOMTREE TR

0.92%

Shares6.1K

Event2026-06-30

Filed2026-07-29

STEW

SRH TOTAL RETURN FUND INC

0.00%

Shares19.3K

Event2026-06-30

Filed2026-07-29

VCR

VANGUARD WORLD FD

0.00%

Shares859

Event2026-06-30

Filed2026-07-29

IDE

VOYA INFRASTRUCTURE INDLS &

2.09%

Shares24.4K

Event2026-06-30

Filed2026-07-29

JPC

NUVEEN PFD & INCOME OPPORTUN

-8.56%

Shares42.7K

Event2026-06-30

Filed2026-07-29

MLPX

GLOBAL X FDS

-7.68%

Shares4.6K

Event2026-06-30

Filed2026-07-29

IAF

ABRDN AUSTRALIA EQUITY FD IN

-25.95%

Shares27.1K

Event2026-06-30

Filed2026-07-29

3M CO

-14.93%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SELECT SECTOR SPDR TR

-3.27%

Shares7.3K

Event2026-06-30

Filed2026-07-29

EFX

EQUIFAX INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-29

NWBI

NORTHWEST BANCSHARES INC

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-29

CGIE

CAPITAL GROUP INTERNATIONAL

27.25%

Shares8.9K

Event2026-06-30

Filed2026-07-29

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

0.82%

Shares8.8K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-8.74%

Shares1.1K

Event2026-06-30

Filed2026-07-29

BDJ

BLACKROCK ENHANCED EQUITY DI

1.42%

Shares33.7K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

2.37%

Shares647

Event2026-06-30

Filed2026-07-29

MUNI

PIMCO ETF TR

0.83%

Shares6.1K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares140

Event2026-06-30

Filed2026-07-29

IGR

CBRE GBL REAL ESTATE INC FD

-16.40%

Shares68.8K

Event2026-06-30

Filed2026-07-29

TPZ

TORTOISE CAPITAL SERIES TRUS

-11.74%

Shares14.3K

Event2026-06-30

Filed2026-07-29

COHR

COHERENT CORP

New

Shares788

Event2026-06-30

Filed2026-07-29

NVO

NOVO-NORDISK A S

-9.98%

Shares6.5K

Event2026-06-30

Filed2026-07-29

TCAF

T ROWE PRICE EXCHANGE-TRADED

15.73%

Shares7.5K

Event2026-06-30

Filed2026-07-29

USRT

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

CGCP

CAPITAL GRP FIXED INCM ETF T

1.78%

Shares13.7K

Event2026-06-30

Filed2026-07-29

NLY

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-29

GLV

CLOUGH GLOBAL DIVID & INCOME

0.00%

Shares45.3K

Event2026-06-30

Filed2026-07-29

MATX

MATSON INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SRE

SEMPRA

-8.40%

Shares3.2K

Event2026-06-30

Filed2026-07-29

BARRICK MNG CORP

40.81%

Shares8.1K

Event2026-06-30

Filed2026-07-29

PTF

INVESCO EXCHANGE TRADED FD T

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

34.71%

Shares1.0K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

-15.83%

Shares5.5K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

1.61%

Shares3.8K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

400.00%

Shares10.6K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

-3.94%

Shares2.8K

Event2026-06-30

Filed2026-07-29

CHW

CALAMOS GBL DYN INCOME FUND

13.59%

Shares32.6K

Event2026-06-30

Filed2026-07-29

JGH

NUVEEN GLOBAL HIGH INCOME FD

0.00%

Shares22.7K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

10.47%

Shares1.8K

Event2026-06-30

Filed2026-07-29

ASGI

ABRDN GLOBAL INFRA INCOME FU

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

NXP

NUVEEN SELECT TAX-FREE INCOM

-11.48%

Shares19.3K

Event2026-06-30

Filed2026-07-29

PDO

PIMCO DYNAMIC INCOME OPRNTS

28.35%

Shares20.7K

Event2026-06-30

Filed2026-07-29

NJAN

INNOVATOR ETFS TRUST

-12.54%

Shares4.6K

Event2026-06-30

Filed2026-07-29

CALI

BLACKROCK ETF TRUST II

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

DBND

DOUBLELINE ETF TRUST

1.19%

Shares5.8K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

New

Shares5.3K

Event2026-06-30

Filed2026-07-29

SOFI

SOFI TECHNOLOGIES INC

New

Shares14.8K

Event2026-06-30

Filed2026-07-29

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares790

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-26.10%

Shares4.4K

Event2026-06-30

Filed2026-07-29

IHD

VOYA EMERGING MKTS HIGH DIVI

-11.84%

Shares33.5K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

GARP

ISHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

ACP

ABRDN INCOME CREDIT STRATEGI

-26.84%

Shares49.9K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

-6.38%

Shares4.4K

Event2026-06-30

Filed2026-07-29

VFH

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

6.35%

Shares2.4K

Event2026-06-30

Filed2026-07-29

LQD

ISHARES TR

-20.65%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ARDC

ARES DYNAMIC CR ALLOCATION F

-13.39%

Shares20.1K

Event2026-06-30

Filed2026-07-29

PMAY

INNOVATOR ETFS TRUST

-8.96%

Shares6.1K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

New

Shares750

Event2026-06-30

Filed2026-07-29

NZF

NUVEEN MUN CR INCOME FD

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

New

Shares345

Event2026-06-30

Filed2026-07-29

GJUL

FIRST TR EXCHNG TRADED FD VI

-1.55%

Shares5.7K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

FTQI

FIRST TR EXCHANGE TRADED FD

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

0.84%

Shares3.3K

Event2026-06-30

Filed2026-07-29

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-29

QDEC

FIRST TR EXCHNG TRADED FD VI

1.28%

Shares6.9K

Event2026-06-30

Filed2026-07-29

PAVE

GLOBAL X FDS

2.68%

Shares4.2K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

-68.71%

Shares2.2K

Event2026-06-30

Filed2026-07-29

HFXI

NEW YORK LIFE INVESTMENTS ET

New

Shares6.3K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-29

EMO

CLEARBRIDGE ENERGY MIDSTREAM

-5.94%

Shares4.8K

Event2026-06-30

Filed2026-07-29

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

IGM

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

HIO

WESTERN ASSET HIGH INCOME OP

13.02%

Shares64.3K

Event2026-06-30

Filed2026-07-29

RNP

COHEN & STEERS REIT & PFD &

New

Shares11.5K

Event2026-06-30

Filed2026-07-29

EAGG

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-29

CGCB

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

0.16%

Shares1.8K

Event2026-06-30

Filed2026-07-29

QSPT

FIRST TR EXCHNG TRADED FD VI

-2.93%

Shares6.6K

Event2026-06-30

Filed2026-07-29

VOX

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-10.28%

Shares1.5K

Event2026-06-30

Filed2026-07-29

CGNG

CAPITAL GROUP NEW GEOGRAPHY

New

Shares6.1K

Event2026-06-30

Filed2026-07-29

SPBO

SPDR SERIES TRUST

New

Shares7.9K

Event2026-06-30

Filed2026-07-29

ICLO

INVESCO ACTIVELY MANAGED EXC

-22.64%

Shares8.9K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

BGR

BLACKROCK ENERGY & RES TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-29

USA

LIBERTY ALL STAR EQUITY FD

-7.55%

Shares38.5K

Event2026-06-30

Filed2026-07-29

NAC

NUVEEN CA DIVI ADV MUN

-0.32%

Shares18.4K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares992

Event2026-06-30

Filed2026-07-29

SEA LTD

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

-1.88%

Shares1.3K

Event2026-06-30

Filed2026-07-29

GDV

GABELLI DIVID & INCOME TR

New

Shares7.5K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

17.20%

Shares5.3K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares729

Event2026-06-30

Filed2026-07-29

MUC

BLACKROCK MUNIHLDNGS CALI

-10.29%

Shares19.7K

Event2026-06-30

Filed2026-07-29

THQ

ABRDN HEALTHCARE OPPORTUNITI

2.22%

Shares11.5K

Event2026-06-30

Filed2026-07-29

DBMF

LITMAN GREGORY FDS TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-29

CAM

AB ACTIVE ETFS INC

New

Shares8.5K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

New

Shares619

Event2026-06-30

Filed2026-07-29

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares7.2K

Event2026-06-30

Filed2026-07-29

PAYP

PAYPAY CORP

New

Shares14.7K

Event2026-06-30

Filed2026-07-29

CGVV

CAPITAL GROUP EQUITY ETF TR

New

Shares6.8K

Event2026-06-30

Filed2026-07-29

LOUP

INNOVATOR ETFS TRUST

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-21.01%

Shares1.9K

Event2026-06-30

Filed2026-07-29

GJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

MDYG

SPDR SERIES TRUST

New

Shares1.8K

Event2026-06-30

Filed2026-07-29

TLT

ISHARES TR

-11.47%

Shares2.4K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

-19.61%

Shares14.7K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-42.50%

Shares2.0K

Event2026-06-30

Filed2026-07-29

JAJL

INNOVATOR ETFS TRUST

New

Shares6.8K

Event2026-06-30

Filed2026-07-29

PSEP

INNOVATOR ETFS TRUST

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

NBSD

NEUBERGER BERMAN ETF TRUST

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-29

ARK ETF TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

JCE

NUVEEN CORE EQUITY ALPHA FD

19.80%

Shares12.1K

Event2026-06-30

Filed2026-07-29

BGY

BLACKROCK ENHANCED INTL DIV

-4.85%

Shares34.4K

Event2026-06-30

Filed2026-07-29

VCV

INVESCO CALIF VALUE MUN INCO

5.78%

Shares18.3K

Event2026-06-30

Filed2026-07-29

JQC

NUVEEN CR STRATEGIES INCOME

-11.16%

Shares39.8K

Event2026-06-30

Filed2026-07-29

ONDS

ONDAS INC

38.20%

Shares23.0K

Event2026-06-30

Filed2026-07-29

IGA

VOYA GLBL ADV & PREM OPP FD

0.00%

Shares18.9K

Event2026-06-30

Filed2026-07-29

MMU

WESTERN ASSET MANAGED MUNS F

20.13%

Shares17.9K

Event2026-06-30

Filed2026-07-29

NOK

NOKIA CORP

New

Shares13.9K

Event2026-06-30

Filed2026-07-29

SPE

SPECIAL OPPORTUNITIES FD INC

-4.41%

Shares13.6K

Event2026-06-30

Filed2026-07-29

PAXS

PIMCO ACCESS INCOME FUND

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-29

HEQ

JOHN HANCOCK DIVERSIFIED INC

-16.30%

Shares15.4K

Event2026-06-30

Filed2026-07-29

FLO

FLOWERS FOODS INC

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-29

LOOP

LOOP INDS INC

0.00%

Shares167.6K

Event2026-06-30

Filed2026-07-29

FCT

FIRST TR SR FLTG RATE INCOME

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-29

AGNC INVT CORP

8.24%

Shares13.5K

Event2026-06-30

Filed2026-07-29

THW

ABRDN WORLD HEALTHCARE FUND

-12.10%

Shares10.9K

Event2026-06-30

Filed2026-07-29

JRI

NUVEEN REAL ASSET INCOME & G

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-29

ETJ

EATON VANCE RISK-MANAGED DIV

0.00%

Shares16.3K

Event2026-06-30

Filed2026-07-29

PMM

PUTNAM MANAGED MUN INCOME TR

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-29

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares11.3K

Event2026-06-30

Filed2026-07-29

NIM

NUVEEN SELECT MAT MUN FD

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-29

DSL

DOUBLELINE INCOME SOLUTIONS

0.46%

Shares10.6K

Event2026-06-30

Filed2026-07-29

EAD

ALLSPRING INCOME OPPORTUNIT

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-29

MYI

BLACKROCK MUNIYIELD QUALITY

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-29

JFR

NUVEEN FLOATING RATE INCOME

-11.99%

Shares14.5K

Event2026-06-30

Filed2026-07-29

CLM

CORNERSTONE STRATEGIC INVEST

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-29

SATELLOGIC INC

New

Shares17.5K

Event2026-06-30

Filed2026-07-29

GLO

CLOUGH GLOBAL OPPORTUNITIES

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

HYT

BLACKROCK CORPOR HI YLD FD I

-34.47%

Shares10.5K

Event2026-06-30

Filed2026-07-29

GNT

GAMCO NAT RES GOLD & INCOME

8.87%

Shares10.9K

Event2026-06-30

Filed2026-07-29

OXLC

OXFORD LANE CAP CORP

New

Shares10.1K

Event2026-06-30

Filed2026-07-29

DMA

DESTRA MULTI-ALTERNATIVE FD

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-29

ADT INC DEL

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-29

OIA

INVESCO MUNI INCOME OPP TRST

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-29

PCF

HIGH INCOME SECS FD

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-29

ABR

ARBOR REALTY TRUST INC

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-29

FTF

FRANKLIN LTD DURATION INCOME

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-29

MFM

ABERDEEN MUN INCOME FD

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

ASG

LIBERTY ALL-STAR GROWTH FD I

New

Shares10.1K

Event2026-06-30

Filed2026-07-29

RIG

TRANSOCEAN LTD

New

Shares10.6K

Event2026-06-30

Filed2026-07-29

MPW

MEDICAL PROPERTIES TRUST INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-29

CTSO

CYTOSORBENTS CORP

0.00%

Shares104.1K

Event2026-06-30

Filed2026-07-29

ABEV

AMBEV SA

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-29

VVR

INVESCO SR INCOME TR

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-29

POWERBANK CORP

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

SLDPW

SOLID POWER INC

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-29

COHEN & STEERS QUALITY INCOM

New

Shares64.8K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

UNITEDHEALTH GROUP INC Call CallUNITEDHEALTH GROUP INC12 shares0.00%2026-06-302026-07-29

ALIBABA GROUP HLDG LTD Call CallALIBABA GROUP HLDG LTD36 shares350.00%2026-06-302026-07-29

OXY Call CallOCCIDENTAL PETE CORP18 shares-21.74%2026-06-302026-07-29

RIG Call CallTRANSOCEAN LTD60 sharesnew addition2026-06-302026-07-29

UNITEDHEALTH GROUP INC Call

UNITEDHEALTH GROUP INC

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

ALIBABA GROUP HLDG LTD Call

ALIBABA GROUP HLDG LTD

350.00%

Shares36

Event2026-06-30

Filed2026-07-29

OXY Call

OCCIDENTAL PETE CORP

-21.74%

Shares18

Event2026-06-30

Filed2026-07-29

RIG Call

TRANSOCEAN LTD

New

Shares60

Event2026-06-30

Filed2026-07-29

Put Option Holdings

No put option holdings data available