Sponsored

The Analysis of Parkside Financial Bank & Trust's Holdings & P&L

Currently, Parkside Financial Bank & Trust holds 2684 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in ROIV (+162.4K shares, valued at $4.5M), VONG (+20.7K shares, valued at $2.3M), VUG (+3.2K shares, valued at $1.4M); decreased their positions in EFG (-25.1K shares, valued at $2.8M), VCSH (-30.0K shares, valued at $2.4M), VIGI (-15.7K shares, valued at $1.4M); initiated new positions in N/A (+47.4K shares, valued at $1.2M), APLU (+22.6K shares, valued at $558.1K), N/A (+11.2K shares, valued at $274.7K).

1M P&L

-67.9M-6.01%

3M P&L

-89.5M-7.77%

HY P&L

-37.6M-3.42%

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/A484.4M

50.0%

2Consumer Electronics53.8M

5.6%

3Software - Infrastructure41.3M

4.3%

Top Industries by Stock Count

1N/A357 stocks

14.2%

2Banks - Regional144 stocks

5.7%

3Biotechnology128 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BLACKROCK INC BLACKROCK INC246.5K shares0.55%2026-03-312026-05-13

AAPL APPLE INC198.4K shares0.44%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS359.7K shares6.10%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS398.5K shares3.07%2026-03-312026-05-13

ROIV ROIVANT SCIENCES LTD1.3M shares13.92%2026-03-312026-05-13

IWF ISHARES TR76.1K shares1.33%2026-03-312026-05-13

MSFT MICROSOFT CORP65.6K shares-0.05%2026-03-312026-05-13

IWD ISHARES TR105.6K shares1.69%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION122.9K shares-0.15%2026-03-312026-05-13

VONE VANGUARD SCOTTSDALE FDS68.6K shares5.57%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS257.9K shares3.86%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS254.6K shares4.65%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS31.2K shares4.82%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T24.4K shares-2.44%2026-03-312026-05-13

EFA ISHARES TR160.3K shares1.63%2026-03-312026-05-13

AMZN AMAZON COM INC73.0K shares-0.53%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC51.1K shares1.02%2026-03-312026-05-13

SPSM SPDR SERIES TRUST258.2K shares6.77%2026-03-312026-05-13

TPYP TORTOISE CAPITAL SERIES TRUS285.8K shares5.29%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO39.7K shares-0.92%2026-03-312026-05-13

IWB ISHARES TR27.2K shares-0.23%2026-03-312026-05-13

IWM ISHARES TR37.3K shares-1.08%2026-03-312026-05-13

WMT WALMART INC69.4K shares-1.38%2026-03-312026-05-13

ALPHABET INC ALPHABET INC29.9K shares-0.50%2026-03-312026-05-13

Sponsored

VUG VANGUARD INDEX FDS19.0K shares20.01%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.0K shares-1.25%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares0.00%2026-03-312026-05-13

XOM EXXON MOBIL CORP46.4K shares-2.07%2026-03-312026-05-13

BROADCOM INC BROADCOM INC24.4K shares8.55%2026-03-312026-05-13

TSLA TESLA INC19.8K shares-0.78%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F135.6K shares-0.40%2026-03-312026-05-13

LLY ELI LILLY & CO7.7K shares0.10%2026-03-312026-05-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND33.8K shares-15.08%2026-03-312026-05-13

VXUS VANGUARD STAR FDS81.9K shares16.08%2026-03-312026-05-13

IVV ISHARES TR9.6K shares-1.07%2026-03-312026-05-13

ABBV ABBVIE INC28.6K shares-2.33%2026-03-312026-05-13

IEFA ISHARES TR68.8K shares-0.21%2026-03-312026-05-13

V VISA INC19.2K shares1.86%2026-03-312026-05-13

EFV ISHARES TR75.6K shares-5.45%2026-03-312026-05-13

TNGY TORTOISE CAPITAL SERIES TRUS533.2K shares-0.20%2026-03-312026-05-13

Sponsored

SCZ ISHARES TR70.3K shares-0.13%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS36.5K shares1.89%2026-03-312026-05-13

VB VANGUARD INDEX FDS19.6K shares-1.95%2026-03-312026-05-13

IBTG ISHARES TR218.6K shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON20.4K shares-1.44%2026-03-312026-05-13

IBTH ISHARES TR200.3K shares0.00%2026-03-312026-05-13

IWN ISHARES TR22.9K shares1.07%2026-03-312026-05-13

PEP PEPSICO INC27.4K shares0.74%2026-03-312026-05-13

Sponsored

EFG ISHARES TR38.2K shares-39.59%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS66.3K shares-5.80%2026-03-312026-05-13

HYG ISHARES TR52.6K shares6.27%2026-03-312026-05-13

META META PLATFORMS INC7.3K shares1.18%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR46.3K shares45.96%2026-03-312026-05-13

HD HOME DEPOT INC12.2K shares-1.19%2026-03-312026-05-13

CVX CHEVRON CORPORATION18.9K shares-0.52%2026-03-312026-05-13

CAT CATERPILLAR INC5.5K shares-6.98%2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.7K shares9.61%2026-03-312026-05-13

MA MASTERCARD INCORPORATED7.6K shares-0.80%2026-03-312026-05-13

PG PROCTER & GAMBLE CO25.7K shares0.81%2026-03-312026-05-13

IWO ISHARES TR11.5K shares13.17%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO10.7K shares-0.09%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR109.0K shares1.82%2026-03-312026-05-13

SGOV ISHARES TR31.4K shares63.20%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION3.2K shares0.51%2026-03-312026-05-13

Sponsored

RTX RTX CORPORATION16.4K shares-2.56%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC25.8K shares3.44%2026-03-312026-05-13

ITM VANECK ETF TRUST66.8K shares3.87%2026-03-312026-05-13

NEE NEXTERA ENERGY INC33.2K shares-1.39%2026-03-312026-05-13

ORCL ORACLE CORP20.7K shares-2.46%2026-03-312026-05-13

CSCO CISCO SYS INC39.0K shares0.18%2026-03-312026-05-13

VTV VANGUARD INDEX FDS15.4K shares3.40%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC14.7K shares-1.62%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE10.5K shares-1.02%2026-03-312026-05-13

AZO AUTOZONE INC881 shares-1.45%2026-03-312026-05-13

BAC BANK AMERICA CORP58.3K shares-2.42%2026-03-312026-05-13

ABT ABBOTT LABORATORIES27.6K shares-4.80%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS11.5K shares2.24%2026-03-312026-05-13

CB CHUBB LTD SWITZ8.5K shares3.72%2026-03-312026-05-13

SMLF ISHARES TR36.6K shares0.24%2026-03-312026-05-13

IJH ISHARES TR40.2K shares-0.38%2026-03-312026-05-13

Sponsored

WES WESTERN MIDSTREAM PARTNERS L65.4K shares0.00%2026-03-312026-05-13

KO COCA COLA CO35.4K shares1.72%2026-03-312026-05-13

IEMG ISHARES INC38.2K shares12.24%2026-03-312026-05-13

MS MORGAN STANLEY15.9K shares0.11%2026-03-312026-05-13

BIL SPDR SERIES TRUST28.5K shares0.00%2026-03-312026-05-13

VTI VANGUARD INDEX FDS8.2K shares-5.13%2026-03-312026-05-13

VBK VANGUARD INDEX FDS8.5K shares0.20%2026-03-312026-05-13

VTWG VANGUARD SCOTTSDALE FDS11.1K shares-7.65%2026-03-312026-05-13

Sponsored

MPLX MPLX LP43.8K shares0.06%2026-03-312026-05-13

GEV GE VERNOVA INC2.8K shares-1.40%2026-03-312026-05-13

LOW LOWES COS INC9.7K shares-0.14%2026-03-312026-05-13

SLYG SPDR SERIES TRUST23.6K shares1.91%2026-03-312026-05-13

SHM SPDR SERIES TRUST47.1K shares-4.18%2026-03-312026-05-13

MCD MCDONALDS CORP7.2K shares-1.12%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC13.5K shares-1.89%2026-03-312026-05-13

EMR EMERSON ELEC CO16.9K shares4.92%2026-03-312026-05-13

Sponsored

VTWV VANGUARD SCOTTSDALE FDS12.8K shares0.32%2026-03-312026-05-13

PFE PFIZER INC73.0K shares-0.61%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST52.5K shares-2.02%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC2.4K shares0.72%2026-03-312026-05-13

ICF ISHARES TR31.8K shares8.46%2026-03-312026-05-13

AMAT APPLIED MATLS INC5.7K shares-1.89%2026-03-312026-05-13

SLYV SPDR SERIES TRUST20.4K shares0.45%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L50.2K shares0.49%2026-03-312026-05-13

Sponsored

VBR VANGUARD INDEX FDS8.7K shares3.05%2026-03-312026-05-13

NFLX NETFLIX INC.19.5K shares10.63%2026-03-312026-05-13

DBEF DBX ETF TR37.6K shares0.00%2026-03-312026-05-13

IGE ISHARES TR28.7K shares12.69%2026-03-312026-05-13

DE DEERE & CO3.1K shares0.52%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR55.1K shares0.39%2026-03-312026-05-13

DFSI DIMENSIONAL ETF TRUST39.4K shares0.24%2026-03-312026-05-13

MPC MARATHON PETE CORP6.8K shares28.13%2026-03-312026-05-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO27.0K shares0.95%2026-03-312026-05-13

CF CF INDUSTRIES HOLD12.0K shares0.03%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC5.7K shares-15.98%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC4.3K shares0.33%2026-03-312026-05-13

DGRW WISDOMTREE TR17.4K shares0.00%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC10.4K shares-1.57%2026-03-312026-05-13

IWR ISHARES TR15.5K shares-2.75%2026-03-312026-05-13

T AT&T INC51.8K shares-9.00%2026-03-312026-05-13

Sponsored

TJX TJX COS INC NEW9.2K shares-0.50%2026-03-312026-05-13

AON PLC AON PLC4.5K shares-1.69%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST29.3K shares0.00%2026-03-312026-05-13

AMGN AMGEN INC4.0K shares-0.18%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP2.3K shares-0.09%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST19.5K shares0.00%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP7.4K shares-0.81%2026-03-312026-05-13

PAA PLAINS ALL AMERN PIPELINE L59.9K shares-0.17%2026-03-312026-05-13

Sponsored

IJT ISHARES TR9.2K shares-2.76%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR26.6K shares0.00%2026-03-312026-05-13

EOG EOG RES INC9.1K shares-2.02%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP6.1K shares-1.24%2026-03-312026-05-13

UNP UNION PAC CORP5.3K shares-2.27%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC10.9K shares2.60%2026-03-312026-05-13

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II47.4K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC3.7K shares11.78%2026-03-312026-05-13

Sponsored

FDX FEDEX CORP3.5K shares-4.35%2026-03-312026-05-13

WFC WELLS FARGO & CO14.6K shares7.43%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares0.33%2026-03-312026-05-13

GOLF ACUSHNET HLDGS CORP12.3K shares0.00%2026-03-312026-05-13

IWP ISHARES TR8.9K shares36.58%2026-03-312026-05-13

IWS ISHARES TR7.7K shares12.13%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS14.2K shares-67.95%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR17.9K shares-11.05%2026-03-312026-05-13

Sponsored

VTWO VANGUARD SCOTTSDALE FDS10.9K shares-15.92%2026-03-312026-05-13

EMXC ISHARES INC13.8K shares-0.47%2026-03-312026-05-13

IVW ISHARES TR9.5K shares0.01%2026-03-312026-05-13

PGR PROGRESSIVE CORP5.3K shares-2.43%2026-03-312026-05-13

COP CONOCOPHILLIPS7.9K shares2.29%2026-03-312026-05-13

TIP ISHARES TR9.4K shares-5.53%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS11.6K shares-0.49%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN5.0K shares-8.46%2026-03-312026-05-13

Sponsored

CMI CUMMINS INC1.9K shares-14.21%2026-03-312026-05-13

URI UNITED RENTALS INC1.4K shares-4.80%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC3.8K shares15.71%2026-03-312026-05-13

VLO VALERO ENERGY CORP3.9K shares1.94%2026-03-312026-05-13

HON HONEYWELL INTL INC4.3K shares-0.32%2026-03-312026-05-13

YUM YUM BRANDS INC6.2K shares0.52%2026-03-312026-05-13

AMJB JPMORGAN CHASE FINL CO LLC27.9K shares-33.33%2026-03-312026-05-13

AEE AMEREN CORP8.7K shares0.18%2026-03-312026-05-13

Sponsored

MO ALTRIA GROUP INC14.5K shares-11.27%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION7.3K shares0.80%2026-03-312026-05-13

GLW CORNING INC7.0K shares35.03%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP3.5K shares0.75%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC18.8K shares-3.02%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP1.4K shares-0.87%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares13.55%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR30.0K shares0.00%2026-03-312026-05-13

Sponsored

LINDE PLC LINDE PLC1.8K shares2.56%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC15.5K shares1.69%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC825 shares-4.18%2026-03-312026-05-13

IJS ISHARES TR7.6K shares-13.89%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP3.1K shares-1.37%2026-03-312026-05-13

SCHH SCHWAB STRATEGIC TR41.4K shares4.05%2026-03-312026-05-13

CVR PARTNERS LP/CVR NITROGEN CVR PARTNERS LP/CVR NITROGEN7.0K shares0.00%2026-03-312026-05-13

MMM 3M CO6.1K shares-3.16%2026-03-312026-05-13

Sponsored

THE CIGNA GROUP THE CIGNA GROUP3.3K shares-6.17%2026-03-312026-05-13

CMCSA COMCAST CORP NEW30.6K shares29.48%2026-03-312026-05-13

KLAC KLA CORP593 shares1.72%2026-03-312026-05-13

USB US BANCORP16.7K shares-0.55%2026-03-312026-05-13

NVS NOVARTIS AG5.6K shares3.59%2026-03-312026-05-13

BA BOEING CO4.3K shares-1.68%2026-03-312026-05-13

QCOM QUALCOMM INC6.5K shares-8.05%2026-03-312026-05-13

TXN TEXAS INSTRS INC4.3K shares0.83%2026-03-312026-05-13

Sponsored

DHR DANAHER CORP DEL4.3K shares-3.79%2026-03-312026-05-13

FTAI AVIATION LTD FTAI AVIATION LTD3.3K shares0.12%2026-03-312026-05-13

ADI ANALOG DEVICES INC2.5K shares6.46%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP8.6K shares0.26%2026-03-312026-05-13

PWR QUANTA SVCS INC1.5K shares-3.64%2026-03-312026-05-13

ET ENERGY TRANSFER L P41.2K shares0.90%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.1K shares-2.85%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR30.6K shares0.19%2026-03-312026-05-13

Sponsored

GEW EA SERIES TRUST15.5K shares0.00%2026-03-312026-05-13

NEM NEWMONT CORP7.2K shares0.45%2026-03-312026-05-13

INTC INTEL CORP17.5K shares-5.09%2026-03-312026-05-13

SNDK SANDISK CORP1.2K shares10.46%2026-03-312026-05-13

SCHC SCHWAB STRATEGIC TR16.4K shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO8.8K shares-4.11%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS14.9K shares-0.84%2026-03-312026-05-13

NUMV NUSHARES ETF TR19.2K shares0.00%2026-03-312026-05-13

Sponsored

SBUX STARBUCKS CORP8.2K shares7.05%2026-03-312026-05-13

CSX CSX CORP17.7K shares0.13%2026-03-312026-05-13

DOW DOW HLDGS INC17.3K shares172.65%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 401.2K shares0.00%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.8K shares0.95%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST9.9K shares15.57%2026-03-312026-05-13

IJR ISHARES TR5.6K shares-14.86%2026-03-312026-05-13

ECL ECOLAB INC2.6K shares-7.46%2026-03-312026-05-13

Sponsored

NUSA NUSHARES ETF TR29.4K shares0.60%2026-03-312026-05-13

DFCF DIMENSIONAL ETF TRUST16.2K shares1.70%2026-03-312026-05-13

TGT TARGET CORP5.6K shares-3.20%2026-03-312026-05-13

EEM ISHARES TR12.0K shares-5.18%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC11.7K shares1.19%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC4.2K shares8.50%2026-03-312026-05-13

WM WASTE MGMT INC DEL2.9K shares-14.36%2026-03-312026-05-13

MCK MCKESSON CORP773 shares0.91%2026-03-312026-05-13

Sponsored

XLK SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-05-13

PSX PHILLIPS 663.6K shares-2.21%2026-03-312026-05-13

USRT ISHARES TR11.1K shares0.14%2026-03-312026-05-13

CME CME GROUP INC2.1K shares4.37%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.3K shares0.00%2026-03-312026-05-13

DIS DISNEY WALT CO6.5K shares-3.38%2026-03-312026-05-13

SHEL SHELL PLC6.7K shares-5.24%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC7.1K shares-5.90%2026-03-312026-05-13

Sponsored

PFF ISHARES TR20.3K shares0.11%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC2.1K shares5.52%2026-03-312026-05-13

FBTC FIDELITY WISE ORIGIN BITCOIN10.4K shares0.00%2026-03-312026-05-13

FSLR FIRST SOLAR INC3.1K shares-0.71%2026-03-312026-05-13

VST VISTRA CORP4.0K shares-19.43%2026-03-312026-05-13

SUB ISHARES TR5.7K shares0.00%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-11.43%2026-03-312026-05-13

EPS WISDOMTREE TR8.8K shares0.00%2026-03-312026-05-13

Sponsored

STT STATE STR CORP4.7K shares-0.40%2026-03-312026-05-13

APH AMPHENOL CORP4.7K shares12.71%2026-03-312026-05-13

VO VANGUARD INDEX FDS2.0K shares-21.77%2026-03-312026-05-13

SCHR SCHWAB STRATEGIC TR23.4K shares-29.34%2026-03-312026-05-13

GILD GILEAD SCIENCES INC4.2K shares-1.25%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC8.1K shares-6.96%2026-03-312026-05-13

TFC TRUIST FINL CORP12.6K shares10.54%2026-03-312026-05-13

HCA HCA HEALTHCARE INC1.2K shares-16.36%2026-03-312026-05-13

Sponsored

CENCORA INC CENCORA INC1.8K shares1.35%2026-03-312026-05-13

PLD PROLOGIS INC.4.3K shares0.26%2026-03-312026-05-13

LOPE GRAND CANYON ED INC3.3K shares4.76%2026-03-312026-05-13

VWOB VANGUARD WHITEHALL FDS8.5K shares-5.08%2026-03-312026-05-13

APLU ALLSPRING EXCHANGE TRADED FU22.6K sharesnew addition2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR19.1K shares0.03%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC1.2K shares2.30%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC1.3K shares1.31%2026-03-312026-05-13

Sponsored

DFAT DIMENSIONAL ETF TRUST8.7K shares16.49%2026-03-312026-05-13

VOE VANGUARD INDEX FDS2.9K shares-0.81%2026-03-312026-05-13

RDDT REDDIT INC4.0K shares-9.12%2026-03-312026-05-13

RIO RIO TINTO PLC5.8K shares-0.50%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC4.1K shares-22.94%2026-03-312026-05-13

ROST ROSS STORES INC2.4K shares-0.41%2026-03-312026-05-13

ADBE ADOBE INC2.1K shares-3.32%2026-03-312026-05-13

CRM SALESFORCE INC2.8K shares2.60%2026-03-312026-05-13

Sponsored

SPGI S&P GLOBAL INC1.2K shares-11.66%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP1.8K shares6.71%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC4.2K shares-5.76%2026-03-312026-05-13

NOW SERVICENOW INC4.9K shares16.97%2026-03-312026-05-13

GLD SPDR GOLD TR1.2K shares0.00%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.7.9K shares29.93%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST14.8K shares-13.50%2026-03-312026-05-13

LRGF ISHARES TR7.6K shares5.02%2026-03-312026-05-13

Sponsored

TMUS T-MOBILE US INC2.3K shares4.95%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR4.9K shares-6.38%2026-03-312026-05-13

AM ANTERO MIDSTREAM CORP21.1K shares0.70%2026-03-312026-05-13

SSD SIMPSON MFG INC2.8K shares-0.11%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR4.3K shares0.05%2026-03-312026-05-13

ASML ASML HLDG NV357 shares25.26%2026-03-312026-05-13

AMP AMERIPRISE FINL INC1.1K shares-7.28%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC4.1K shares8.95%2026-03-312026-05-13

Sponsored

INTU INTUIT1.1K shares-10.93%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC111 shares4.72%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR18.9K shares-0.03%2026-03-312026-05-13

APP APPLOVIN CORP1.2K shares-11.51%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP516 shares-0.77%2026-03-312026-05-13

DJP BARCLAYS BANK PLC9.5K shares-12.15%2026-03-312026-05-13

AZZ AZZ INC3.6K shares0.51%2026-03-312026-05-13

RBC RBC BEARINGS INC824 shares41.58%2026-03-312026-05-13

Sponsored

UPS UNITED PARCEL SVCS INC4.5K shares20.32%2026-03-312026-05-13

IYW ISHARES TR2.4K shares0.00%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR17.5K shares-0.57%2026-03-312026-05-13

PPG PPG INDS INC4.1K shares-0.17%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW1.3K shares-21.95%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC992 shares12.47%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC2.2K shares-0.37%2026-03-312026-05-13

NFG NATIONAL FUEL GAS CO4.4K shares0.99%2026-03-312026-05-13

Sponsored

DFIV DIMENSIONAL ETF TRUST7.8K shares8.45%2026-03-312026-05-13

FIVE FIVE BELOW INC1.8K shares-13.68%2026-03-312026-05-13

ENSG ENSIGN GROUP INC2.0K shares0.05%2026-03-312026-05-13

WELL WELLTOWER INC2.0K shares2.88%2026-03-312026-05-13

SYK STRYKER CORPORATION1.2K shares2.27%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC1.0K shares8.71%2026-03-312026-05-13

IJJ ISHARES TR3.0K shares0.00%2026-03-312026-05-13

SF STIFEL FINL CORP5.3K shares49.79%2026-03-312026-05-13

Sponsored

AMT AMERICAN TOWER CORP2.2K shares-0.27%2026-03-312026-05-13

BHP BHP BILLITON LIMITED5.3K shares-3.69%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP1.4K shares-4.05%2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP5.9K shares-0.05%2026-03-312026-05-13

OKE ONEOK INC NEW4.3K shares-21.48%2026-03-312026-05-13

AFL AFLAC INC3.5K shares-5.97%2026-03-312026-05-13

ENTG ENTEGRIS INC3.3K shares-0.12%2026-03-312026-05-13

EFX EQUIFAX INC2.1K shares3.28%2026-03-312026-05-13

Sponsored

EQIX EQUINIX INC384 shares3.50%2026-03-312026-05-13

WMB WILLIAMS COS INC5.2K shares-4.75%2026-03-312026-05-13

EME EMCOR GROUP INC508 shares0.00%2026-03-312026-05-13

INDA ISHARES TR8.0K shares0.00%2026-03-312026-05-13

RB GLOBAL INC RB GLOBAL INC3.9K shares-0.74%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I1.3K shares-2.67%2026-03-312026-05-13

NUE NUCOR CORP2.2K shares0.18%2026-03-312026-05-13

CAH CARDINAL HEALTH INC1.8K shares-2.29%2026-03-312026-05-13

Sponsored

XYL XYLEM INC3.0K shares-3.99%2026-03-312026-05-13

AR ANTERO RESOURCES CORP8.3K shares-54.58%2026-03-312026-05-13

IJK ISHARES TR3.5K shares1.48%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC3.8K shares0.99%2026-03-312026-05-13

CVS CVS HEALTH CORP4.8K shares-2.44%2026-03-312026-05-13

KAI KADANT INC1.2K shares11.77%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP2.9K shares3.99%2026-03-312026-05-13

MEDP MEDPACE HLDGS INC719 shares-0.28%2026-03-312026-05-13

Sponsored

VGT VANGUARD WORLD FD494 shares0.41%2026-03-312026-05-13

NULV NUSHARES ETF TR7.6K shares0.00%2026-03-312026-05-13

SILA SILA REALTY TRUST INC14.5K shares0.00%2026-03-312026-05-13

BIIB BIOGEN INC1.9K shares4.74%2026-03-312026-05-13

ENR ENERGIZER HLDGS INC20.7K shares31.87%2026-03-312026-05-13

LNG CHENIERE ENERGY INC1.2K shares-2.17%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-03-312026-05-13

WST WEST PHARMACEUTICAL SVSC INC1.3K shares4.45%2026-03-312026-05-13

Sponsored

JKHY HENRY JACK & ASSOC INC2.1K shares-1.70%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC735 shares-26.65%2026-03-312026-05-13

PCAR PACCAR INC2.8K shares-2.17%2026-03-312026-05-13

RSG REPUBLIC SVCS INC1.5K shares1.15%2026-03-312026-05-13

TTC TORO CO3.5K shares-0.43%2026-03-312026-05-13

GDX VANECK ETF TRUST3.5K shares-1.65%2026-03-312026-05-13

TYL TYLER TECHNOLOGIES INC941 shares15.74%2026-03-312026-05-13

ROL ROLLINS INC6.0K shares-5.19%2026-03-312026-05-13

Sponsored

HEI HEICO CORP NEW1.2K shares-15.57%2026-03-312026-05-13

GIS GENERAL MILLS INC8.6K shares-7.03%2026-03-312026-05-13

FCN FTI CONSULTING INC1.8K shares14.40%2026-03-312026-05-13

DVY ISHARES TR2.1K shares49.75%2026-03-312026-05-13

PHO INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-03-312026-05-13

WTS WATTS WATER TECHNOLOGIES INC1.1K shares-1.98%2026-03-312026-05-13

CBRE CBRE GROUP INC2.3K shares1.83%2026-03-312026-05-13

HALO HALOZYME THERAPEUTICS INC4.9K shares30.09%2026-03-312026-05-13

Sponsored

CIEN CIENA CORP807 shares-8.30%2026-03-312026-05-13

PRI PRIMERICA INC1.2K shares-1.42%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.7K shares0.33%2026-03-312026-05-13

NULG NUSHARES ETF TR3.4K shares-10.94%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION5.5K shares0.49%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC5.4K shares-3.42%2026-03-312026-05-13

VRSK VERISK ANALYTICS INC1.6K shares-2.55%2026-03-312026-05-13

STLD STEEL DYNAMICS INC1.7K shares0.84%2026-03-312026-05-13

Sponsored

CTVA CORTEVA INC3.6K shares0.56%2026-03-312026-05-13

SNPS SYNOPSYS INC762 shares-33.04%2026-03-312026-05-13

RGA REINSURANCE GROUP AMER INC1.5K shares-0.34%2026-03-312026-05-13

IWY ISHARES TR1.2K shares-0.57%2026-03-312026-05-13

VCRB VANGUARD MALVERN FDS3.9K shares3.17%2026-03-312026-05-13

IGSB ISHARES TR5.7K shares0.00%2026-03-312026-05-13

IVE ISHARES TR1.4K shares0.00%2026-03-312026-05-13

WPM WHEATON PRECIOUS METALS CORP2.3K shares266.24%2026-03-312026-05-13

Sponsored

CTRA COTERRA ENERGY INC8.4K shares-55.13%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC3.0K shares5.34%2026-03-312026-05-13

BDX BECTON DICKINSON & CO1.8K shares2.06%2026-03-312026-05-13

NKE NIKE INC5.4K shares-7.90%2026-03-312026-05-13

NDAQ NASDAQ INC3.4K shares0.65%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares-8.31%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC1.0K shares-1.86%2026-03-312026-05-13

LSTR LANDSTAR SYS INC1.8K shares1.10%2026-03-312026-05-13

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T3.7K shares0.27%2026-03-312026-05-13

DLN WISDOMTREE TR3.1K shares-17.74%2026-03-312026-05-13

KR KROGER CO3.9K shares-5.04%2026-03-312026-05-13

ICLN ISHARES TR15.0K shares0.00%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC904 shares0.44%2026-03-312026-05-13

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II11.2K sharesnew addition2026-03-312026-05-13

CTAS CINTAS CORP1.6K shares4.46%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL8.1K shares-4.03%2026-03-312026-05-13

Sponsored

FIX COMFORT SYS USA INC196 shares-3.92%2026-03-312026-05-13

GLDM WORLD GOLD TR2.9K shares22.06%2026-03-312026-05-13

VFMV VANGUARD WELLINGTON FD2.0K shares-0.64%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR1.7K shares-24.01%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP4.3K shares5.74%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-05-13

GM GENERAL MTRS CO3.6K shares-24.08%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC771 shares-4.70%2026-03-312026-05-13

Sponsored

ALB ALBEMARLE CORP1.5K shares8.34%2026-03-312026-05-13

ETR ENTERGY CORP NEW2.4K shares-15.05%2026-03-312026-05-13

FCFS FIRSTCASH HOLDINGS INC1.4K shares-8.01%2026-03-312026-05-13

SO SOUTHERN CO2.7K shares-5.05%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW1.4K shares0.65%2026-03-312026-05-13

OMC OMNICOM GROUP INC3.5K shares-14.22%2026-03-312026-05-13

WBD WARNER BROS DISCOVERY INC9.5K shares-7.29%2026-03-312026-05-13

EFSC ENTERPRISE FINL SVCS CORP4.8K shares-1.81%2026-03-312026-05-13

Sponsored

HWM HOWMET AEROSPACE INC1.1K shares3.90%2026-03-312026-05-13

CASY CASEYS GEN STORES INC352 shares3.23%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A527 shares-13.61%2026-03-312026-05-13

SPYG SPDR SERIES TRUST2.6K shares-2.59%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I3.5K shares-2.07%2026-03-312026-05-13

FMC FMC CORP14.4K shares1.22%2026-03-312026-05-13

DOC HEALTHPEAK PROPERTIES INC15.0K shares-0.94%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC1.4K shares6.39%2026-03-312026-05-13

Sponsored

TM TOYOTA MOTOR CORP1.2K shares108.61%2026-03-312026-05-13

ALL ALLSTATE CORP1.2K shares-11.29%2026-03-312026-05-13

NRG NRG ENERGY INC1.7K shares7.80%2026-03-312026-05-13

DHI D R HORTON INC1.8K shares0.80%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO751 shares-6.59%2026-03-312026-05-13

VFVA VANGUARD WELLINGTON FD1.8K shares-1.16%2026-03-312026-05-13

TPR TAPESTRY INC1.7K shares0.18%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR7.8K shares0.00%2026-03-312026-05-13

Sponsored

SR SPIRE INC2.6K shares0.00%2026-03-312026-05-13

KSS KOHLS CORP18.3K shares-0.20%2026-03-312026-05-13

OPCH OPTION CARE HEALTH INC8.7K shares0.09%2026-03-312026-05-13

PAAS PAN AMERN SILVER CORP4.3K shares248.69%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP5.0K shares34.63%2026-03-312026-05-13

MLI MUELLER INDS INC2.1K shares-0.81%2026-03-312026-05-13

VICI VICI PPTYS INC8.4K shares6.67%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC2.8K shares-7.93%2026-03-312026-05-13

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.1K shares0.00%2026-03-312026-05-13

GPC GENUINE PARTS CO2.2K shares-23.23%2026-03-312026-05-13

SLB SLB LIMITED4.4K shares-0.05%2026-03-312026-05-13

DAL DELTA AIR LINES INC3.4K shares3.34%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST6.3K shares0.00%2026-03-312026-05-13

VHT VANGUARD WORLD FD827 shares168.51%2026-03-312026-05-13

IBP INSTALLED BLDG PRODS INC848 shares-13.20%2026-03-312026-05-13

STZ CONSTELLATION BRANDS INC1.5K shares0.00%2026-03-312026-05-13

Sponsored

PNC PNC FINL SVCS GROUP INC1.1K shares-18.45%2026-03-312026-05-13

POWL POWELL INDS INC409 shares5742.86%2026-03-312026-05-13

CASS CASS INFORMATION SYS INC5.0K shares0.00%2026-03-312026-05-13

FAN FIRST TR EXCHANGE-TRADED FD8.9K shares0.00%2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS2.5K shares-86.39%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY3.6K shares5.68%2026-03-312026-05-13

PCTY PAYLOCITY HLDG CORP2.0K shares42.85%2026-03-312026-05-13

MOAT VANECK ETF TRUST2.2K shares0.00%2026-03-312026-05-13

Sponsored

PRIM PRIMORIS SVCS CORP1.5K shares-21.37%2026-03-312026-05-13

DVN DEVON ENERGY CORP NEW4.3K shares-0.70%2026-03-312026-05-13

SLV ISHARES SILVER TR3.2K shares50.38%2026-03-312026-05-13

SPYM SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-05-13

PRVA PRIVIA HEALTH GROUP INC10.4K shares-8.48%2026-03-312026-05-13

WCC WESCO INTL INC774 shares138.89%2026-03-312026-05-13

TRGP TARGA RES CORP843 shares-1.40%2026-03-312026-05-13

CCJ CAMECO CORP1.9K shares0.00%2026-03-312026-05-13

Sponsored

CNP CENTERPOINT ENERGY INC4.9K shares-7.65%2026-03-312026-05-13

XME SPDR SERIES TRUST1.9K shares0.05%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY717 shares5.91%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC754 shares-0.13%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR8.9K shares0.70%2026-03-312026-05-13

GGG GRACO INC2.4K shares4.36%2026-03-312026-05-13

MET METLIFE INC2.9K shares-4.18%2026-03-312026-05-13

ATO ATMOS ENERGY CORP1.1K shares34.18%2026-03-312026-05-13

Sponsored

GVA GRANITE CONSTR INC1.7K shares8.14%2026-03-312026-05-13

WAB WABTEC814 shares-0.73%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC565 shares1.07%2026-03-312026-05-13

RLI RLI CORP3.6K shares-1.33%2026-03-312026-05-13

FI FISERV INC3.6K shares21.54%2026-03-312026-05-13

WSO WATSCO INC555 shares0.18%2026-03-312026-05-13

IGF ISHARES TR3.0K shares0.00%2026-03-312026-05-13

IGIB ISHARES TR3.8K shares-0.19%2026-03-312026-05-13

Sponsored

MCO MOODYS CORP455 shares-18.02%2026-03-312026-05-13

VFMF VANGUARD WELLINGTON FD1.3K shares0.00%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR3.9K shares-32.25%2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.7K shares0.06%2026-03-312026-05-13

TECH BIO-TECHNE CORP3.7K shares1.94%2026-03-312026-05-13

UFPI UFP INDUSTRIES INC2.1K shares2.75%2026-03-312026-05-13

GKOS GLAUKOS CORP1.8K shares-2.93%2026-03-312026-05-13

CHD CHURCH & DWIGHT CO INC2.0K shares-7.63%2026-03-312026-05-13

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC912 shares2.24%2026-03-312026-05-13

AAUS EA SERIES TRUST3.6K shares0.00%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC1.7K shares10.83%2026-03-312026-05-13

GWRE GUIDEWIRE SOFTWARE INC1.3K shares34.97%2026-03-312026-05-13

EXC EXELON CORP3.8K shares-26.39%2026-03-312026-05-13

KNSL KINSALE CAP GROUP INC547 shares-8.22%2026-03-312026-05-13

EA ELECTRONIC ARTS INC914 shares-1.83%2026-03-312026-05-13

DRI DARDEN RESTAURANTS INC940 shares6.70%2026-03-312026-05-13

Sponsored

ESGV VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS849 shares-32.94%2026-03-312026-05-13

ESGD ISHARES TR1.9K shares0.00%2026-03-312026-05-13

PTNQ PACER FDS TR2.5K shares0.00%2026-03-312026-05-13

DCI DONALDSON INC2.1K shares3.82%2026-03-312026-05-13

SPAB SPDR SERIES TRUST7.0K shares0.07%2026-03-312026-05-13

SNEX STONEX GROUP INC2.2K shares54.05%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST5.3K shares-6.67%2026-03-312026-05-13

Sponsored

TRP TC ENERGY CORP2.8K shares4.93%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC153 shares-14.04%2026-03-312026-05-13

MC MOELIS & CO3.1K shares4.79%2026-03-312026-05-13

STRL STERLING INFRASTRUCTURE INC433 shares-14.09%2026-03-312026-05-13

CRL CHARLES RIV LABS INTL INC1.0K shares1.31%2026-03-312026-05-13

CNC CENTENE CORP DEL5.3K shares-3.01%2026-03-312026-05-13

GBTC GRAYSCALE BITCOIN TRUST ETF3.3K shares0.27%2026-03-312026-05-13

QSR RESTAURANT BRANDS INTL INC2.3K shares282.38%2026-03-312026-05-13

Sponsored

VSS VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2026-03-312026-05-13

TOST TOAST INC6.5K shares-4.33%2026-03-312026-05-13

GDDY GODADDY INC2.1K shares4.89%2026-03-312026-05-13

CSGP COSTAR GROUP INC4.3K shares-6.67%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD2.5K shares0.28%2026-03-312026-05-13

FAST FASTENAL CO3.7K shares-3.48%2026-03-312026-05-13

CRBN ISHARES TR760 shares0.00%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR2.1K shares3.36%2026-03-312026-05-13

Sponsored

FHB FIRST HAWAIIAN INC6.8K shares2.50%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO773 shares-3.74%2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO2.3K shares0.98%2026-03-312026-05-13

ADEA ADEIA INC6.8K shares0.00%2026-03-312026-05-13

BLACKROCK INC

0.55%

Shares246.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.44%

Shares198.4K

Event2026-03-31

Filed2026-05-13

VONG

VANGUARD SCOTTSDALE FDS

6.10%

Shares359.7K

Event2026-03-31

Filed2026-05-13

VONV

VANGUARD SCOTTSDALE FDS

3.07%

Shares398.5K

Event2026-03-31

Filed2026-05-13

ROIV

ROIVANT SCIENCES LTD

13.92%

Shares1.3M

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

1.33%

Shares76.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.05%

Shares65.6K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

1.69%

Shares105.6K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.15%

Shares122.9K

Event2026-03-31

Filed2026-05-13

VONE

VANGUARD SCOTTSDALE FDS

5.57%

Shares68.6K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

3.86%

Shares257.9K

Event2026-03-31

Filed2026-05-13

BIV

VANGUARD BD INDEX FDS

4.65%

Shares254.6K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

4.82%

Shares31.2K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-2.44%

Shares24.4K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

1.63%

Shares160.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.53%

Shares73.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

1.02%

Shares51.1K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

6.77%

Shares258.2K

Event2026-03-31

Filed2026-05-13

TPYP

TORTOISE CAPITAL SERIES TRUS

5.29%

Shares285.8K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-0.92%

Shares39.7K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

-0.23%

Shares27.2K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-1.08%

Shares37.3K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-1.38%

Shares69.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.50%

Shares29.9K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

20.01%

Shares19.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-1.25%

Shares17.0K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-2.07%

Shares46.4K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

8.55%

Shares24.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

-0.78%

Shares19.8K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.40%

Shares135.6K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.10%

Shares7.7K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND

-15.08%

Shares33.8K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

16.08%

Shares81.9K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-1.07%

Shares9.6K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-2.33%

Shares28.6K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

-0.21%

Shares68.8K

Event2026-03-31

Filed2026-05-13

VISA INC

1.86%

Shares19.2K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-5.45%

Shares75.6K

Event2026-03-31

Filed2026-05-13

TNGY

TORTOISE CAPITAL SERIES TRUS

-0.20%

Shares533.2K

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-0.13%

Shares70.3K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

1.89%

Shares36.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.95%

Shares19.6K

Event2026-03-31

Filed2026-05-13

IBTG

ISHARES TR

0.00%

Shares218.6K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-1.44%

Shares20.4K

Event2026-03-31

Filed2026-05-13

IBTH

ISHARES TR

0.00%

Shares200.3K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

1.07%

Shares22.9K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.74%

Shares27.4K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

-39.59%

Shares38.2K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-5.80%

Shares66.3K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES TR

6.27%

Shares52.6K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

1.18%

Shares7.3K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

45.96%

Shares46.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-1.19%

Shares12.2K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-0.52%

Shares18.9K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-6.98%

Shares5.5K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

9.61%

Shares6.7K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-0.80%

Shares7.6K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.81%

Shares25.7K

Event2026-03-31

Filed2026-05-13

IWO

ISHARES TR

13.17%

Shares11.5K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

-0.09%

Shares10.7K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

1.82%

Shares109.0K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

63.20%

Shares31.4K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.51%

Shares3.2K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-2.56%

Shares16.4K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

3.44%

Shares25.8K

Event2026-03-31

Filed2026-05-13

ITM

VANECK ETF TRUST

3.87%

Shares66.8K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

-1.39%

Shares33.2K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

-2.46%

Shares20.7K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.18%

Shares39.0K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

3.40%

Shares15.4K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

-1.62%

Shares14.7K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

-1.02%

Shares10.5K

Event2026-03-31

Filed2026-05-13

AZO

AUTOZONE INC

-1.45%

Shares881

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-2.42%

Shares58.3K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-4.80%

Shares27.6K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

2.24%

Shares11.5K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

3.72%

Shares8.5K

Event2026-03-31

Filed2026-05-13

SMLF

ISHARES TR

0.24%

Shares36.6K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-0.38%

Shares40.2K

Event2026-03-31

Filed2026-05-13

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares65.4K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

1.72%

Shares35.4K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

12.24%

Shares38.2K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

0.11%

Shares15.9K

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-5.13%

Shares8.2K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

0.20%

Shares8.5K

Event2026-03-31

Filed2026-05-13

VTWG

VANGUARD SCOTTSDALE FDS

-7.65%

Shares11.1K

Event2026-03-31

Filed2026-05-13

MPLX

MPLX LP

0.06%

Shares43.8K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

-1.40%

Shares2.8K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

-0.14%

Shares9.7K

Event2026-03-31

Filed2026-05-13

SLYG

SPDR SERIES TRUST

1.91%

Shares23.6K

Event2026-03-31

Filed2026-05-13

SHM

SPDR SERIES TRUST

-4.18%

Shares47.1K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

-1.12%

Shares7.2K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

-1.89%

Shares13.5K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

4.92%

Shares16.9K

Event2026-03-31

Filed2026-05-13

VTWV

VANGUARD SCOTTSDALE FDS

0.32%

Shares12.8K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-0.61%

Shares73.0K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

-2.02%

Shares52.5K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

0.72%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ICF

ISHARES TR

8.46%

Shares31.8K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

-1.89%

Shares5.7K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

0.45%

Shares20.4K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

0.49%

Shares50.2K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

3.05%

Shares8.7K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

10.63%

Shares19.5K

Event2026-03-31

Filed2026-05-13

DBEF

DBX ETF TR

0.00%

Shares37.6K

Event2026-03-31

Filed2026-05-13

IGE

ISHARES TR

12.69%

Shares28.7K

Event2026-03-31

Filed2026-05-13

DEERE & CO

0.52%

Shares3.1K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

0.39%

Shares55.1K

Event2026-03-31

Filed2026-05-13

DFSI

DIMENSIONAL ETF TRUST

0.24%

Shares39.4K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

28.13%

Shares6.8K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

0.95%

Shares27.0K

Event2026-03-31

Filed2026-05-13

CF INDUSTRIES HOLD

0.03%

Shares12.0K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

-15.98%

Shares5.7K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

0.33%

Shares4.3K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE TR

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

-1.57%

Shares10.4K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

-2.75%

Shares15.5K

Event2026-03-31

Filed2026-05-13

AT&T INC

-9.00%

Shares51.8K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-0.50%

Shares9.2K

Event2026-03-31

Filed2026-05-13

AON PLC

-1.69%

Shares4.5K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares29.3K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-0.18%

Shares4.0K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-13

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

-0.81%

Shares7.4K

Event2026-03-31

Filed2026-05-13

PAA

PLAINS ALL AMERN PIPELINE L

-0.17%

Shares59.9K

Event2026-03-31

Filed2026-05-13

IJT

ISHARES TR

-2.76%

Shares9.2K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

0.00%

Shares26.6K

Event2026-03-31

Filed2026-05-13

EOG

EOG RES INC

-2.02%

Shares9.1K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

-1.24%

Shares6.1K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

-2.27%

Shares5.3K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

2.60%

Shares10.9K

Event2026-03-31

Filed2026-05-13

BNY MELLON ETF TRUST II

New

Shares47.4K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

11.78%

Shares3.7K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

-4.35%

Shares3.5K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

7.43%

Shares14.6K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

0.33%

Shares3.4K

Event2026-03-31

Filed2026-05-13

GOLF

ACUSHNET HLDGS CORP

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

36.58%

Shares8.9K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

12.13%

Shares7.7K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

-67.95%

Shares14.2K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

-11.05%

Shares17.9K

Event2026-03-31

Filed2026-05-13

VTWO

VANGUARD SCOTTSDALE FDS

-15.92%

Shares10.9K

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES INC

-0.47%

Shares13.8K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

0.01%

Shares9.5K

Event2026-03-31

Filed2026-05-13

PGR

PROGRESSIVE CORP

-2.43%

Shares5.3K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

2.29%

Shares7.9K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

-5.53%

Shares9.4K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

-0.49%

Shares11.6K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

-8.46%

Shares5.0K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

-14.21%

Shares1.9K

Event2026-03-31

Filed2026-05-13

URI

UNITED RENTALS INC

-4.80%

Shares1.4K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

15.71%

Shares3.8K

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP

1.94%

Shares3.9K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

-0.32%

Shares4.3K

Event2026-03-31

Filed2026-05-13

YUM

YUM BRANDS INC

0.52%

Shares6.2K

Event2026-03-31

Filed2026-05-13

AMJB

JPMORGAN CHASE FINL CO LLC

-33.33%

Shares27.9K

Event2026-03-31

Filed2026-05-13

AEE

AMEREN CORP

0.18%

Shares8.7K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

-11.27%

Shares14.5K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CONTROLS INTERNATION

0.80%

Shares7.3K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

35.03%

Shares7.0K

Event2026-03-31

Filed2026-05-13

WDC

WESTERN DIGITAL CORP

0.75%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-3.02%

Shares18.8K

Event2026-03-31

Filed2026-05-13

NOC

NORTHROP GRUMMAN CORP

-0.87%

Shares1.4K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

13.55%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-13

LINDE PLC

2.56%

Shares1.8K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC

1.69%

Shares15.5K

Event2026-03-31

Filed2026-05-13

MPWR

MONOLITHIC PWR SYS INC

-4.18%

Shares825

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

-13.89%

Shares7.6K

Event2026-03-31

Filed2026-05-13

NSC

NORFOLK SOUTHN CORP

-1.37%

Shares3.1K

Event2026-03-31

Filed2026-05-13

SCHH

SCHWAB STRATEGIC TR

4.05%

Shares41.4K

Event2026-03-31

Filed2026-05-13

CVR PARTNERS LP/CVR NITROGEN

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

-3.16%

Shares6.1K

Event2026-03-31

Filed2026-05-13

THE CIGNA GROUP

-6.17%

Shares3.3K

Event2026-03-31

Filed2026-05-13

CMCSA

COMCAST CORP NEW

29.48%

Shares30.6K

Event2026-03-31

Filed2026-05-13

KLAC

KLA CORP

1.72%

Shares593

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

-0.55%

Shares16.7K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

3.59%

Shares5.6K

Event2026-03-31

Filed2026-05-13

BOEING CO

-1.68%

Shares4.3K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

-8.05%

Shares6.5K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

0.83%

Shares4.3K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

-3.79%

Shares4.3K

Event2026-03-31

Filed2026-05-13

FTAI AVIATION LTD

0.12%

Shares3.3K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

6.46%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

0.26%

Shares8.6K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

-3.64%

Shares1.5K

Event2026-03-31

Filed2026-05-13

ENERGY TRANSFER L P

0.90%

Shares41.2K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

-2.85%

Shares6.1K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

0.19%

Shares30.6K

Event2026-03-31

Filed2026-05-13

GEW

EA SERIES TRUST

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

0.45%

Shares7.2K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

-5.09%

Shares17.5K

Event2026-03-31

Filed2026-05-13

SNDK

SANDISK CORP

10.46%

Shares1.2K

Event2026-03-31

Filed2026-05-13

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO

-4.11%

Shares8.8K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

-0.84%

Shares14.9K

Event2026-03-31

Filed2026-05-13

NUMV

NUSHARES ETF TR

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

7.05%

Shares8.2K

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

0.13%

Shares17.7K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC

172.65%

Shares17.3K

Event2026-03-31

Filed2026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PL

0.95%

Shares1.8K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

15.57%

Shares9.9K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-14.86%

Shares5.6K

Event2026-03-31

Filed2026-05-13

ECL

ECOLAB INC

-7.46%

Shares2.6K

Event2026-03-31

Filed2026-05-13

NUSA

NUSHARES ETF TR

0.60%

Shares29.4K

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL ETF TRUST

1.70%

Shares16.2K

Event2026-03-31

Filed2026-05-13

TGT

TARGET CORP

-3.20%

Shares5.6K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

-5.18%

Shares12.0K

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC

1.19%

Shares11.7K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

8.50%

Shares4.2K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

-14.36%

Shares2.9K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

0.91%

Shares773

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

-2.21%

Shares3.6K

Event2026-03-31

Filed2026-05-13

USRT

ISHARES TR

0.14%

Shares11.1K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

4.37%

Shares2.1K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

-3.38%

Shares6.5K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

-5.24%

Shares6.7K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

-5.90%

Shares7.1K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

0.11%

Shares20.3K

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC

5.52%

Shares2.1K

Event2026-03-31

Filed2026-05-13

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-13

FSLR

FIRST SOLAR INC

-0.71%

Shares3.1K

Event2026-03-31

Filed2026-05-13

VST

VISTRA CORP

-19.43%

Shares4.0K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

-11.43%

Shares1.2K

Event2026-03-31

Filed2026-05-13

EPS

WISDOMTREE TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-13

STT

STATE STR CORP

-0.40%

Shares4.7K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

12.71%

Shares4.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-21.77%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SCHR

SCHWAB STRATEGIC TR

-29.34%

Shares23.4K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

-1.25%

Shares4.2K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

-6.96%

Shares8.1K

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP

10.54%

Shares12.6K

Event2026-03-31

Filed2026-05-13

HCA

HCA HEALTHCARE INC

-16.36%

Shares1.2K

Event2026-03-31

Filed2026-05-13

CENCORA INC

1.35%

Shares1.8K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

0.26%

Shares4.3K

Event2026-03-31

Filed2026-05-13

LOPE

GRAND CANYON ED INC

4.76%

Shares3.3K

Event2026-03-31

Filed2026-05-13

VWOB

VANGUARD WHITEHALL FDS

-5.08%

Shares8.5K

Event2026-03-31

Filed2026-05-13

APLU

ALLSPRING EXCHANGE TRADED FU

New

Shares22.6K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

0.03%

Shares19.1K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

2.30%

Shares1.2K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

1.31%

Shares1.3K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

16.49%

Shares8.7K

Event2026-03-31

Filed2026-05-13

VOE

VANGUARD INDEX FDS

-0.81%

Shares2.9K

Event2026-03-31

Filed2026-05-13

RDDT

REDDIT INC

-9.12%

Shares4.0K

Event2026-03-31

Filed2026-05-13

RIO

RIO TINTO PLC

-0.50%

Shares5.8K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

-22.94%

Shares4.1K

Event2026-03-31

Filed2026-05-13

ROST

ROSS STORES INC

-0.41%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

-3.32%

Shares2.1K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

2.60%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

-11.66%

Shares1.2K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

6.71%

Shares1.8K

Event2026-03-31

Filed2026-05-13

ARISTA NETWORKS INC

-5.76%

Shares4.2K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

16.97%

Shares4.9K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

MCHP

MICROCHIP TECHNOLOGY INC.

29.93%

Shares7.9K

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL ETF TRUST

-13.50%

Shares14.8K

Event2026-03-31

Filed2026-05-13

LRGF

ISHARES TR

5.02%

Shares7.6K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

4.95%

Shares2.3K

Event2026-03-31

Filed2026-05-13

AVDV

AMERICAN CENTY ETF TR

-6.38%

Shares4.9K

Event2026-03-31

Filed2026-05-13

ANTERO MIDSTREAM CORP

0.70%

Shares21.1K

Event2026-03-31

Filed2026-05-13

SSD

SIMPSON MFG INC

-0.11%

Shares2.8K

Event2026-03-31

Filed2026-05-13

AVUV

AMERICAN CENTY ETF TR

0.05%

Shares4.3K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

25.26%

Shares357

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC

-7.28%

Shares1.1K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

8.95%

Shares4.1K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

-10.93%

Shares1.1K

Event2026-03-31

Filed2026-05-13

BKNG

BOOKING HOLDINGS INC

4.72%

Shares111

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-0.03%

Shares18.9K

Event2026-03-31

Filed2026-05-13

APP

APPLOVIN CORP

-11.51%

Shares1.2K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

-0.77%

Shares516

Event2026-03-31

Filed2026-05-13

DJP

BARCLAYS BANK PLC

-12.15%

Shares9.5K

Event2026-03-31

Filed2026-05-13

AZZ

AZZ INC

0.51%

Shares3.6K

Event2026-03-31

Filed2026-05-13

RBC

RBC BEARINGS INC

41.58%

Shares824

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

20.32%

Shares4.5K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

-0.57%

Shares17.5K

Event2026-03-31

Filed2026-05-13

PPG

PPG INDS INC

-0.17%

Shares4.1K

Event2026-03-31

Filed2026-05-13

MAR

MARRIOTT INTL INC NEW

-21.95%

Shares1.3K

Event2026-03-31

Filed2026-05-13

MSI

MOTOROLA SOLUTIONS INC

12.47%

Shares992

Event2026-03-31

Filed2026-05-13

FANG

DIAMONDBACK ENERGY INC

-0.37%

Shares2.2K

Event2026-03-31

Filed2026-05-13

NFG

NATIONAL FUEL GAS CO

0.99%

Shares4.4K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

8.45%

Shares7.8K

Event2026-03-31

Filed2026-05-13

FIVE

FIVE BELOW INC

-13.68%

Shares1.8K

Event2026-03-31

Filed2026-05-13

ENSG

ENSIGN GROUP INC

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-13

WELL

WELLTOWER INC

2.88%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

2.27%

Shares1.2K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

8.71%

Shares1.0K

Event2026-03-31

Filed2026-05-13

IJJ

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

STIFEL FINL CORP

49.79%

Shares5.3K

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP

-0.27%

Shares2.2K

Event2026-03-31

Filed2026-05-13

BHP

BHP BILLITON LIMITED

-3.69%

Shares5.3K

Event2026-03-31

Filed2026-05-13

RCL

ROYAL CARIBBEAN GROUP

-4.05%

Shares1.4K

Event2026-03-31

Filed2026-05-13

OXY

OCCIDENTAL PETE CORP

-0.05%

Shares5.9K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

-21.48%

Shares4.3K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

-5.97%

Shares3.5K

Event2026-03-31

Filed2026-05-13

ENTG

ENTEGRIS INC

-0.12%

Shares3.3K

Event2026-03-31

Filed2026-05-13

EFX

EQUIFAX INC

3.28%

Shares2.1K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC

3.50%

Shares384

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

-4.75%

Shares5.2K

Event2026-03-31

Filed2026-05-13

EME

EMCOR GROUP INC

0.00%

Shares508

Event2026-03-31

Filed2026-05-13

INDA

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

RB GLOBAL INC

-0.74%

Shares3.9K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

-2.67%

Shares1.3K

Event2026-03-31

Filed2026-05-13

NUE

NUCOR CORP

0.18%

Shares2.2K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

-2.29%

Shares1.8K

Event2026-03-31

Filed2026-05-13

XYL

XYLEM INC

-3.99%

Shares3.0K

Event2026-03-31

Filed2026-05-13

ANTERO RESOURCES CORP

-54.58%

Shares8.3K

Event2026-03-31

Filed2026-05-13

IJK

ISHARES TR

1.48%

Shares3.5K

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC

0.99%

Shares3.8K

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP

-2.44%

Shares4.8K

Event2026-03-31

Filed2026-05-13

KAI

KADANT INC

11.77%

Shares1.2K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

3.99%

Shares2.9K

Event2026-03-31

Filed2026-05-13

MEDP

MEDPACE HLDGS INC

-0.28%

Shares719

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

0.41%

Shares494

Event2026-03-31

Filed2026-05-13

NULV

NUSHARES ETF TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-13

SILA

SILA REALTY TRUST INC

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-13

BIIB

BIOGEN INC

4.74%

Shares1.9K

Event2026-03-31

Filed2026-05-13

ENR

ENERGIZER HLDGS INC

31.87%

Shares20.7K

Event2026-03-31

Filed2026-05-13

LNG

CHENIERE ENERGY INC

-2.17%

Shares1.2K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

WST

WEST PHARMACEUTICAL SVSC INC

4.45%

Shares1.3K

Event2026-03-31

Filed2026-05-13

JKHY

HENRY JACK & ASSOC INC

-1.70%

Shares2.1K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

-26.65%

Shares735

Event2026-03-31

Filed2026-05-13

PCAR

PACCAR INC

-2.17%

Shares2.8K

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC

1.15%

Shares1.5K

Event2026-03-31

Filed2026-05-13

TTC

TORO CO

-0.43%

Shares3.5K

Event2026-03-31

Filed2026-05-13

GDX

VANECK ETF TRUST

-1.65%

Shares3.5K

Event2026-03-31

Filed2026-05-13

TYL

TYLER TECHNOLOGIES INC

15.74%

Shares941

Event2026-03-31

Filed2026-05-13

ROL

ROLLINS INC

-5.19%

Shares6.0K

Event2026-03-31

Filed2026-05-13

HEI

HEICO CORP NEW

-15.57%

Shares1.2K

Event2026-03-31

Filed2026-05-13

GIS

GENERAL MILLS INC

-7.03%

Shares8.6K

Event2026-03-31

Filed2026-05-13

FCN

FTI CONSULTING INC

14.40%

Shares1.8K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

49.75%

Shares2.1K

Event2026-03-31

Filed2026-05-13

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

WTS

WATTS WATER TECHNOLOGIES INC

-1.98%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CBRE

CBRE GROUP INC

1.83%

Shares2.3K

Event2026-03-31

Filed2026-05-13

HALO

HALOZYME THERAPEUTICS INC

30.09%

Shares4.9K

Event2026-03-31

Filed2026-05-13

CIEN

CIENA CORP

-8.30%

Shares807

Event2026-03-31

Filed2026-05-13

PRI

PRIMERICA INC

-1.42%

Shares1.2K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

0.33%

Shares2.7K

Event2026-03-31

Filed2026-05-13

NULG

NUSHARES ETF TR

-10.94%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CARR

CARRIER GLOBAL CORPORATION

0.49%

Shares5.5K

Event2026-03-31

Filed2026-05-13

UNILEVER PLC

-3.42%

Shares5.4K

Event2026-03-31

Filed2026-05-13

VRSK

VERISK ANALYTICS INC

-2.55%

Shares1.6K

Event2026-03-31

Filed2026-05-13

STLD

STEEL DYNAMICS INC

0.84%

Shares1.7K

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC

0.56%

Shares3.6K

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC

-33.04%

Shares762

Event2026-03-31

Filed2026-05-13

RGA

REINSURANCE GROUP AMER INC

-0.34%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IWY

ISHARES TR

-0.57%

Shares1.2K

Event2026-03-31

Filed2026-05-13

VCRB

VANGUARD MALVERN FDS

3.17%

Shares3.9K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

WPM

WHEATON PRECIOUS METALS CORP

266.24%

Shares2.3K

Event2026-03-31

Filed2026-05-13

CTRA

COTERRA ENERGY INC

-55.13%

Shares8.4K

Event2026-03-31

Filed2026-05-13

PRU

PRUDENTIAL FINL INC

5.34%

Shares3.0K

Event2026-03-31

Filed2026-05-13

BDX

BECTON DICKINSON & CO

2.06%

Shares1.8K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

-7.90%

Shares5.4K

Event2026-03-31

Filed2026-05-13

NDAQ

NASDAQ INC

0.65%

Shares3.4K

Event2026-03-31

Filed2026-05-13

ICE

INTERCONTINENTAL EXCHANGE IN

-8.31%

Shares1.8K

Event2026-03-31

Filed2026-05-13

KEYS

KEYSIGHT TECHNOLOGIES INC

-1.86%

Shares1.0K

Event2026-03-31

Filed2026-05-13

LSTR

LANDSTAR SYS INC

1.10%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.27%

Shares3.7K

Event2026-03-31

Filed2026-05-13

DLN

WISDOMTREE TR

-17.74%

Shares3.1K

Event2026-03-31

Filed2026-05-13

KROGER CO

-5.04%

Shares3.9K

Event2026-03-31

Filed2026-05-13

ICLN

ISHARES TR

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-13

HLT

HILTON WORLDWIDE HLDGS INC

0.44%

Shares904

Event2026-03-31

Filed2026-05-13

BNY MELLON ETF TRUST II

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

CTAS

CINTAS CORP

4.46%

Shares1.6K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

-4.03%

Shares8.1K

Event2026-03-31

Filed2026-05-13

FIX

COMFORT SYS USA INC

-3.92%

Shares196

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

22.06%

Shares2.9K

Event2026-03-31

Filed2026-05-13

VFMV

VANGUARD WELLINGTON FD

-0.64%

Shares2.0K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

-24.01%

Shares1.7K

Event2026-03-31

Filed2026-05-13

BSX

BOSTON SCIENTIFIC CORP

5.74%

Shares4.3K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO

-24.08%

Shares3.6K

Event2026-03-31

Filed2026-05-13

LHX

L3HARRIS TECHNOLOGIES INC

-4.70%

Shares771

Event2026-03-31

Filed2026-05-13

ALB

ALBEMARLE CORP

8.34%

Shares1.5K

Event2026-03-31

Filed2026-05-13

ETR

ENTERGY CORP NEW

-15.05%

Shares2.4K

Event2026-03-31

Filed2026-05-13

FCFS

FIRSTCASH HOLDINGS INC

-8.01%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

-5.05%

Shares2.7K

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

0.65%

Shares1.4K

Event2026-03-31

Filed2026-05-13

OMC

OMNICOM GROUP INC

-14.22%

Shares3.5K

Event2026-03-31

Filed2026-05-13

WBD

WARNER BROS DISCOVERY INC

-7.29%

Shares9.5K

Event2026-03-31

Filed2026-05-13

EFSC

ENTERPRISE FINL SVCS CORP

-1.81%

Shares4.8K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

3.90%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CASY

CASEYS GEN STORES INC

3.23%

Shares352

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

-13.61%

Shares527

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

-2.59%

Shares2.6K

Event2026-03-31

Filed2026-05-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

-2.07%

Shares3.5K

Event2026-03-31

Filed2026-05-13

FMC

FMC CORP

1.22%

Shares14.4K

Event2026-03-31

Filed2026-05-13

DOC

HEALTHPEAK PROPERTIES INC

-0.94%

Shares15.0K

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC

6.39%

Shares1.4K

Event2026-03-31

Filed2026-05-13

TOYOTA MOTOR CORP

108.61%

Shares1.2K

Event2026-03-31

Filed2026-05-13

ALL

ALLSTATE CORP

-11.29%

Shares1.2K

Event2026-03-31

Filed2026-05-13

NRG

NRG ENERGY INC

7.80%

Shares1.7K

Event2026-03-31

Filed2026-05-13

DHI

D R HORTON INC

0.80%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

-6.59%

Shares751

Event2026-03-31

Filed2026-05-13

VFVA

VANGUARD WELLINGTON FD

-1.16%

Shares1.8K

Event2026-03-31

Filed2026-05-13

TPR

TAPESTRY INC

0.18%

Shares1.7K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-13

SPIRE INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

KSS

KOHLS CORP

-0.20%

Shares18.3K

Event2026-03-31

Filed2026-05-13

OPCH

OPTION CARE HEALTH INC

0.09%

Shares8.7K

Event2026-03-31

Filed2026-05-13

PAAS

PAN AMERN SILVER CORP

248.69%

Shares4.3K

Event2026-03-31

Filed2026-05-13

FITB

FIFTH THIRD BANCORP

34.63%

Shares5.0K

Event2026-03-31

Filed2026-05-13

MLI

MUELLER INDS INC

-0.81%

Shares2.1K

Event2026-03-31

Filed2026-05-13

VICI

VICI PPTYS INC

6.67%

Shares8.4K

Event2026-03-31

Filed2026-05-13

CROWN CASTLE INC

-7.93%

Shares2.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

GPC

GENUINE PARTS CO

-23.23%

Shares2.2K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

-0.05%

Shares4.4K

Event2026-03-31

Filed2026-05-13

DAL

DELTA AIR LINES INC

3.34%

Shares3.4K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

168.51%

Shares827

Event2026-03-31

Filed2026-05-13

IBP

INSTALLED BLDG PRODS INC

-13.20%

Shares848

Event2026-03-31

Filed2026-05-13

STZ

CONSTELLATION BRANDS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

-18.45%

Shares1.1K

Event2026-03-31

Filed2026-05-13

POWL

POWELL INDS INC

5742.86%

Shares409

Event2026-03-31

Filed2026-05-13

CASS

CASS INFORMATION SYS INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

FAN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD WHITEHALL FDS

-86.39%

Shares2.5K

Event2026-03-31

Filed2026-05-13

BKR

BAKER HUGHES COMPANY

5.68%

Shares3.6K

Event2026-03-31

Filed2026-05-13

PCTY

PAYLOCITY HLDG CORP

42.85%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK ETF TRUST

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

PRIM

PRIMORIS SVCS CORP

-21.37%

Shares1.5K

Event2026-03-31

Filed2026-05-13

DVN

DEVON ENERGY CORP NEW

-0.70%

Shares4.3K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

50.38%

Shares3.2K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

PRVA

PRIVIA HEALTH GROUP INC

-8.48%

Shares10.4K

Event2026-03-31

Filed2026-05-13

WCC

WESCO INTL INC

138.89%

Shares774

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP

-1.40%

Shares843

Event2026-03-31

Filed2026-05-13

CCJ

CAMECO CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

CNP

CENTERPOINT ENERGY INC

-7.65%

Shares4.9K

Event2026-03-31

Filed2026-05-13

XME

SPDR SERIES TRUST

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY

5.91%

Shares717

Event2026-03-31

Filed2026-05-13

CDNS

CADENCE DESIGN SYSTEM INC

-0.13%

Shares754

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB STRATEGIC TR

0.70%

Shares8.9K

Event2026-03-31

Filed2026-05-13

GGG

GRACO INC

4.36%

Shares2.4K

Event2026-03-31

Filed2026-05-13

MET

METLIFE INC

-4.18%

Shares2.9K

Event2026-03-31

Filed2026-05-13

ATO

ATMOS ENERGY CORP

34.18%

Shares1.1K

Event2026-03-31

Filed2026-05-13

GVA

GRANITE CONSTR INC

8.14%

Shares1.7K

Event2026-03-31

Filed2026-05-13

WAB

WABTEC

-0.73%

Shares814

Event2026-03-31

Filed2026-05-13

ROK

ROCKWELL AUTOMATION INC

1.07%

Shares565

Event2026-03-31

Filed2026-05-13

RLI

RLI CORP

-1.33%

Shares3.6K

Event2026-03-31

Filed2026-05-13

FISERV INC

21.54%

Shares3.6K

Event2026-03-31

Filed2026-05-13

WSO

WATSCO INC

0.18%

Shares555

Event2026-03-31

Filed2026-05-13

IGF

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

IGIB

ISHARES TR

-0.19%

Shares3.8K

Event2026-03-31

Filed2026-05-13

MCO

MOODYS CORP

-18.02%

Shares455

Event2026-03-31

Filed2026-05-13

VFMF

VANGUARD WELLINGTON FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

XLB

SELECT SECTOR SPDR TR

-32.25%

Shares3.9K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-13

TECH

BIO-TECHNE CORP

1.94%

Shares3.7K

Event2026-03-31

Filed2026-05-13

UFPI

UFP INDUSTRIES INC

2.75%

Shares2.1K

Event2026-03-31

Filed2026-05-13

GKOS

GLAUKOS CORP

-2.93%

Shares1.8K

Event2026-03-31

Filed2026-05-13

CHD

CHURCH & DWIGHT CO INC

-7.63%

Shares2.0K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC

2.24%

Shares912

Event2026-03-31

Filed2026-05-13

AAUS

EA SERIES TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

10.83%

Shares1.7K

Event2026-03-31

Filed2026-05-13

GWRE

GUIDEWIRE SOFTWARE INC

34.97%

Shares1.3K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP

-26.39%

Shares3.8K

Event2026-03-31

Filed2026-05-13

KNSL

KINSALE CAP GROUP INC

-8.22%

Shares547

Event2026-03-31

Filed2026-05-13

ELECTRONIC ARTS INC

-1.83%

Shares914

Event2026-03-31

Filed2026-05-13

DRI

DARDEN RESTAURANTS INC

6.70%

Shares940

Event2026-03-31

Filed2026-05-13

ESGV

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

-32.94%

Shares849

Event2026-03-31

Filed2026-05-13

ESGD

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

PTNQ

PACER FDS TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

DCI

DONALDSON INC

3.82%

Shares2.1K

Event2026-03-31

Filed2026-05-13

SPAB

SPDR SERIES TRUST

0.07%

Shares7.0K

Event2026-03-31

Filed2026-05-13

SNEX

STONEX GROUP INC

54.05%

Shares2.2K

Event2026-03-31

Filed2026-05-13

DFAE

DIMENSIONAL ETF TRUST

-6.67%

Shares5.3K

Event2026-03-31

Filed2026-05-13

TRP

TC ENERGY CORP

4.93%

Shares2.8K

Event2026-03-31

Filed2026-05-13

TDG

TRANSDIGM GROUP INC

-14.04%

Shares153

Event2026-03-31

Filed2026-05-13

MOELIS & CO

4.79%

Shares3.1K

Event2026-03-31

Filed2026-05-13

STRL

STERLING INFRASTRUCTURE INC

-14.09%

Shares433

Event2026-03-31

Filed2026-05-13

CRL

CHARLES RIV LABS INTL INC

1.31%

Shares1.0K

Event2026-03-31

Filed2026-05-13

CNC

CENTENE CORP DEL

-3.01%

Shares5.3K

Event2026-03-31

Filed2026-05-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.27%

Shares3.3K

Event2026-03-31

Filed2026-05-13

QSR

RESTAURANT BRANDS INTL INC

282.38%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

TOST

TOAST INC

-4.33%

Shares6.5K

Event2026-03-31

Filed2026-05-13

GDDY

GODADDY INC

4.89%

Shares2.1K

Event2026-03-31

Filed2026-05-13

CSGP

COSTAR GROUP INC

-6.67%

Shares4.3K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

0.28%

Shares2.5K

Event2026-03-31

Filed2026-05-13

FAST

FASTENAL CO

-3.48%

Shares3.7K

Event2026-03-31

Filed2026-05-13

CRBN

ISHARES TR

0.00%

Shares760

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

3.36%

Shares2.1K

Event2026-03-31

Filed2026-05-13

FHB

FIRST HAWAIIAN INC

2.50%

Shares6.8K

Event2026-03-31

Filed2026-05-13

AJG

GALLAGHER ARTHUR J & CO

-3.74%

Shares773

Event2026-03-31

Filed2026-05-13

ADM

ARCHER DANIELS MIDLAND CO

0.98%

Shares2.3K

Event2026-03-31

Filed2026-05-13

ADEA

ADEIA INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T4.3K shares7.50%2026-03-312026-05-13

ACCENTURE PLC IRELAND Put PutACCENTURE PLC IRELAND2.1K shares0.00%2026-03-312026-05-13

NVDA Put PutNVIDIA CORPORATION1.0K shares0.00%2026-03-312026-05-13

AAPL Put PutAPPLE INC600 shares0.00%2026-03-312026-05-13

SPY Put

STATE STR SPDR S&P 500 ETF T

7.50%

Shares4.3K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND Put

ACCENTURE PLC IRELAND

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

NVDA Put

NVIDIA CORPORATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

AAPL Put

APPLE INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-13