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The Analysis of Patriot Financial Group Insurance Agency, LLC's Holdings & P&L

Currently, Patriot Financial Group Insurance Agency, LLC holds 488 types of securities in its portfolio with a total value $973.8M. In the most recent quarter, they have increased their positions in MU (+5.0K shares, valued at $5.7M), BKNG (+31.8K shares, valued at $5.7M), VUG (+48.7K shares, valued at $4.2M); decreased their positions in AAPL (-84.5K shares, valued at $24.4M), N/A (-29.9K shares, valued at $22.4M), NVDA (-107.0K shares, valued at $21.4M); initiated new positions in FEOE (+40.7K shares, valued at $2.2M), AON (+5.1K shares, valued at $1.7M), N/A (+50.3K shares, valued at $1.4M).

1M P&L

+29.5M+3.77%

3M P&L

+32.7M+4.19%

HY P&L

+7.2M+0.90%

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/A437.8M

53.9%

2Semiconductors55.3M

6.8%

3Consumer Electronics25.7M

3.2%

Top Industries by Stock Count

1N/A247 stocks

56.3%

2Semiconductors12 stocks

2.7%

3Utilities - Regulated Electric9 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC88.7K shares-48.78%2026-06-302026-07-16

ISHARES TR ISHARES TR31.5K shares-48.75%2026-06-302026-07-16

NVDA NVIDIA CORPORATION116.4K shares-47.89%2026-06-302026-07-16

MSFT MICROSOFT CORP52.5K shares-46.93%2026-06-302026-07-16

GOOG ALPHABET INC54.0K shares-51.54%2026-06-302026-07-16

VOO VANGUARD INDEX FDS27.6K shares-41.83%2026-06-302026-07-16

DYNF BLACKROCK ETF TRUST241.9K shares-46.27%2026-06-302026-07-16

AMZN AMAZON COM INC60.4K shares-48.83%2026-06-302026-07-16

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL26.9K shares-47.46%2026-06-302026-07-16

SPDR SERIES TRUST SPDR SERIES TRUST150.9K shares-33.84%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC10.4K shares91.37%2026-06-302026-07-16

BALI BLACKROCK ETF TRUST321.4K shares-47.54%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS28.9K shares-47.82%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO31.8K shares-51.72%2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC16.9K shares-47.44%2026-06-302026-07-16

AMD ADVANCED MICRO DEVICES INC16.4K shares-53.50%2026-06-302026-07-16

Sponsored

LRCX LAM RESEARCH CORP21.1K shares-53.69%2026-06-302026-07-16

JEPI J P MORGAN EXCHANGE TRADED F158.5K shares-49.55%2026-06-302026-07-16

IVW ISHARES TR63.6K shares-46.54%2026-06-302026-07-16

BAI BLACKROCK ETF TRUST163.5K shares-29.98%2026-06-302026-07-16

SCHG SCHWAB STRATEGIC TR254.0K shares-45.49%2026-06-302026-07-16

PM PHILIP MORRIS INTL INC45.8K shares-44.87%2026-06-302026-07-16

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F132.0K shares-36.20%2026-06-302026-07-16

SPYG SPDR SERIES TRUST66.4K shares-50.90%2026-06-302026-07-16

Sponsored

VIG VANGUARD SPECIALIZED FUNDS32.6K shares-46.01%2026-06-302026-07-16

ACWV ISHARES INC62.5K shares-47.62%2026-06-302026-07-16

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION7.4K shares-46.43%2026-06-302026-07-16

BROADCOM INC BROADCOM INC18.0K shares-48.62%2026-06-302026-07-16

IGOV ISHARES TR164.4K shares-48.52%2026-06-302026-07-16

TSLA TESLA INC16.0K shares-41.39%2026-06-302026-07-16

VUG VANGUARD INDEX FDS77.0K shares171.62%2026-06-302026-07-16

VO VANGUARD INDEX FDS81.3K shares71.76%2026-06-302026-07-16

Sponsored

PVAL PUTNAM ETF TRUST127.5K shares-47.71%2026-06-302026-07-16

DFAI DIMENSIONAL ETF TRUST156.7K shares-49.98%2026-06-302026-07-16

IUSB ISHARES TR139.7K shares-21.21%2026-06-302026-07-16

VISA INC VISA INC18.6K shares-53.96%2026-06-302026-07-16

APPLIED MATLS INC APPLIED MATLS INC8.8K shares-55.46%2026-06-302026-07-16

WMT WALMART INC55.5K shares-22.86%2026-06-302026-07-16

JHMM JOHN HANCOCK EXCHANGE TRADED83.2K shares-41.92%2026-06-302026-07-16

WFC WELLS FARGO & CO74.9K shares-53.70%2026-06-302026-07-16

Sponsored

BKNG BOOKING HOLDINGS INC33.9K shares1580.88%2026-06-302026-07-16

IXUS ISHARES TR60.0K shares-49.65%2026-06-302026-07-16

RDVI FIRST TR EXCHANGE-TRADED FD188.0K shares-42.55%2026-06-302026-07-16

IAU ISHARES GOLD TR72.6K shares-52.92%2026-06-302026-07-16

FDVV FIDELITY COVINGTON TRUST88.3K shares-49.50%2026-06-302026-07-16

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC44.4K shares-43.05%2026-06-302026-07-16

ISHARES TR ISHARES TR52.0K shares-48.70%2026-06-302026-07-16

GE GE AEROSPACE13.9K shares-49.36%2026-06-302026-07-16

Sponsored

IVE ISHARES TR22.6K shares-55.02%2026-06-302026-07-16

RTX CORPORATION RTX CORPORATION26.4K shares-50.73%2026-06-302026-07-16

CAT CATERPILLAR INC4.6K shares-48.72%2026-06-302026-07-16

SPDW SPDR INDEX SHS FDS95.5K shares-49.52%2026-06-302026-07-16

GVI ISHARES TR44.5K shares-48.31%2026-06-302026-07-16

JGRO J P MORGAN EXCHANGE TRADED F47.1K shares-52.33%2026-06-302026-07-16

ILDR FIRST TR EXCHNG TRADED FD VI116.3K shares-50.25%2026-06-302026-07-16

SCHW SCHWAB CHARLES CORP48.9K shares-45.32%2026-06-302026-07-16

Sponsored

IJR ISHARES TR29.3K shares-49.05%2026-06-302026-07-16

ABBVIE INC ABBVIE INC16.9K shares-44.69%2026-06-302026-07-16

IEMG ISHARES INC49.8K shares-55.00%2026-06-302026-07-16

CGBL CAPITAL GROUP CORE BALANCED108.7K shares-46.34%2026-06-302026-07-16

QQQM INVESCO EXCH TRADED FD TR II13.5K shares-43.70%2026-06-302026-07-16

GEV GE VERNOVA INC3.5K shares-52.02%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.4K shares-51.63%2026-06-302026-07-16

SCHZ SCHWAB STRATEGIC TR164.5K shares-42.44%2026-06-302026-07-16

Sponsored

VYM VANGUARD WHITEHALL FDS24.0K shares-48.41%2026-06-302026-07-16

GOOGL ALPHABET INC10.3K shares-50.20%2026-06-302026-07-16

NETFLIX INC. NETFLIX INC.50.5K shares-56.23%2026-06-302026-07-16

COP CONOCOPHILLIPS34.6K shares-43.31%2026-06-302026-07-16

QQQ INVESCO QQQ TR4.9K shares-42.70%2026-06-302026-07-16

SCHD SCHWAB STRATEGIC TR110.1K shares-40.32%2026-06-302026-07-16

QUAL ISHARES TR15.9K shares-71.07%2026-06-302026-07-16

BDX BECTON DICKINSON & CO23.0K shares-39.68%2026-06-302026-07-16

Sponsored

SPBU AIM ETF PRODUCTS TRUST114.6K shares-31.64%2026-06-302026-07-16

NEM NEWMONT CORP37.0K shares-48.67%2026-06-302026-07-16

LLY ELI LILLY & CO2.9K shares-18.44%2026-06-302026-07-16

THRO BLACKROCK ETF TRUST79.4K shares-56.54%2026-06-302026-07-16

CMCSA COMCAST CORP NEW138.8K shares-49.42%2026-06-302026-07-16

ADI ANALOG DEVICES INC8.6K shares-58.14%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS47.3K shares-50.51%2026-06-302026-07-16

USTB VICTORY PORTFOLIOS II66.2K shares-45.82%2026-06-302026-07-16

Sponsored

HD HOME DEPOT INC9.5K shares-47.40%2026-06-302026-07-16

SIXO AIM ETF PRODUCTS TRUST92.1K shares-53.30%2026-06-302026-07-16

GD GENERAL DYNAMICS CORP9.1K shares-42.00%2026-06-302026-07-16

ONEQ FIDELITY COMWLTH TR31.1K shares-43.47%2026-06-302026-07-16

CGDV CAPITAL GROUP DIVIDEND VALUE65.1K shares-49.92%2026-06-302026-07-16

BLCR BLACKROCK ETF TRUST63.7K shares14.51%2026-06-302026-07-16

HWM HOWMET AEROSPACE INC11.9K shares-51.01%2026-06-302026-07-16

JPIE J P MORGAN EXCHANGE TRADED F68.8K shares-51.23%2026-06-302026-07-16

Sponsored

MEDTRONIC PLC MEDTRONIC PLC39.9K shares-43.09%2026-06-302026-07-16

OMC OMNICOM GROUP INC42.5K shares-44.89%2026-06-302026-07-16

BIV VANGUARD BD INDEX FDS40.1K shares-49.58%2026-06-302026-07-16

CVX CHEVRON CORPORATION18.4K shares-51.69%2026-06-302026-07-16

FTNT FORTINET INC19.7K shares-52.25%2026-06-302026-07-16

FLMI FRANKLIN TEMPLETON ETF TR116.4K shares-45.21%2026-06-302026-07-16

BK BANK OF NY MELLON CORP20.1K shares-55.02%2026-06-302026-07-16

BWZ SPDR SERIES TRUST102.3K shares-46.53%2026-06-302026-07-16

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ORACLE CORP ORACLE CORP18.6K shares-43.55%2026-06-302026-07-16

ENB ENBRIDGE INC50.4K shares-46.81%2026-06-302026-07-16

NVS NOVARTIS AG17.4K shares-55.92%2026-06-302026-07-16

IYW ISHARES TR10.7K shares-49.98%2026-06-302026-07-16

SPMO INVESCO EXCH TRADED FD TR II16.6K shares-52.60%2026-06-302026-07-16

EUHY ISHARES INC48.9K shares-46.38%2026-06-302026-07-16

IJH ISHARES TR33.7K shares-49.98%2026-06-302026-07-16

SFLO VICTORY PORTFOLIOS II75.7K shares-43.45%2026-06-302026-07-16

Sponsored

CRDO CREDO TECHNOLOGY GROUP HOLDI9.5K shares-48.54%2026-06-302026-07-16

CGDG CAPITAL GROUP DIVIDEND GROWE68.1K shares-49.26%2026-06-302026-07-16

CORO BLACKROCK ETF TRUST69.0K shares-36.89%2026-06-302026-07-16

SPHQ INVESCO EXCHANGE TRADED FD T27.9K shares-43.72%2026-06-302026-07-16

UL UNILEVER PLC41.7K shares-43.80%2026-06-302026-07-16

MBB ISHARES TR26.2K shares-47.74%2026-06-302026-07-16

ACWX ISHARES TR32.4K shares-30.77%2026-06-302026-07-16

RWJ INVESCO EXCH TRADED FD TR II40.2K shares-46.50%2026-06-302026-07-16

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SPTM SPDR SERIES TRUST26.3K shares-50.28%2026-06-302026-07-16

VB VANGUARD INDEX FDS7.8K shares-57.18%2026-06-302026-07-16

LIN LINDE PLC4.5K shares-46.37%2026-06-302026-07-16

KLAC KLA CORP7.8K shares384.29%2026-06-302026-07-16

DGRO ISHARES TR30.9K shares-50.34%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON8.9K shares-54.54%2026-06-302026-07-16

KO COCA COLA CO27.6K shares-32.81%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED4.3K shares-66.28%2026-06-302026-07-16

Sponsored

RWK INVESCO EXCH TRADED FD TR II15.2K shares-45.32%2026-06-302026-07-16

FEOE RBB FUND TRUST40.7K sharesnew addition2026-06-302026-07-16

MTUM ISHARES TR6.3K shares-50.59%2026-06-302026-07-16

VFLO VICTORY PORTFOLIOS II46.4K shares-24.58%2026-06-302026-07-16

TCAF T ROWE PRICE EXCHANGE-TRADED50.3K shares-54.51%2026-06-302026-07-16

HELO J P MORGAN EXCHANGE TRADED F30.2K shares-51.93%2026-06-302026-07-16

PJAN INNOVATOR ETFS TRUST41.1K shares-49.83%2026-06-302026-07-16

AMGN AMGEN INC5.6K shares-28.63%2026-06-302026-07-16

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MO ALTRIA GROUP INC27.7K shares-48.03%2026-06-302026-07-16

VZ VERIZON COMMUNICATIONS INC46.6K shares-68.91%2026-06-302026-07-16

NEXTERA ENERGY INC NEXTERA ENERGY INC22.4K shares-45.58%2026-06-302026-07-16

BND VANGUARD BD INDEX FDS26.7K shares-58.61%2026-06-302026-07-16

ARK ETF TR ARK ETF TR23.4K shares-46.88%2026-06-302026-07-16

CFO VICTORY PORTFOLIOS II23.2K shares-50.46%2026-06-302026-07-16

B BARRICK MNG CORP49.9K shares-51.22%2026-06-302026-07-16

VGT VANGUARD WORLD FD15.3K shares348.15%2026-06-302026-07-16

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PAUG INNOVATOR ETFS TRUST39.8K shares-50.29%2026-06-302026-07-16

IDEF BLACKROCK ETF TRUST56.7K shares306.72%2026-06-302026-07-16

BUFF INNOVATOR ETFS TRUST34.0K shares-48.25%2026-06-302026-07-16

XTEN BONDBLOXX ETF TRUST39.3K shares-59.37%2026-06-302026-07-16

BAC BANK OF AMER CORP31.8K shares-73.82%2026-06-302026-07-16

MCK MCKESSON CORP2.3K shares-57.59%2026-06-302026-07-16

PJUL INNOVATOR ETFS TRUST35.7K shares-50.50%2026-06-302026-07-16

FSCO FS CREDIT OPPORTUNITIES CORP348.3K shares-52.89%2026-06-302026-07-16

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SPEM SPDR INDEX SHS FDS33.5K shares-50.11%2026-06-302026-07-16

ISPY PROSHARES TR35.8K shares-42.14%2026-06-302026-07-16

GOVT ISHARES TR74.0K shares-52.22%2026-06-302026-07-16

AON AON PLC5.1K sharesnew addition2026-06-302026-07-16

PAPR INNOVATOR ETFS TRUST38.3K shares-46.52%2026-06-302026-07-16

NYF ISHARES TR30.0K shares-48.61%2026-06-302026-07-16

LAMR LAMAR ADVERTISING CO10.3K shares-47.40%2026-06-302026-07-16

PFEB INNOVATOR ETFS TRUST37.2K shares-50.37%2026-06-302026-07-16

Sponsored

BKSY BLACKSKY TECHNOLOGY INC57.3K shares-66.45%2026-06-302026-07-16

CVNA CARVANA CO24.2K shares150.50%2026-06-302026-07-16

FFLC FIDELITY COVINGTON TRUST26.7K shares-50.25%2026-06-302026-07-16

POCT INNOVATOR ETFS TRUST33.9K shares-50.09%2026-06-302026-07-16

PNOV INNOVATOR ETFS TRUST35.3K shares-51.04%2026-06-302026-07-16

PMAR INNOVATOR ETFS TRUST32.7K shares-47.66%2026-06-302026-07-16

SPSM SPDR SERIES TRUST27.1K shares-44.81%2026-06-302026-07-16

CI THE CIGNA GROUP5.7K shares-51.02%2026-06-302026-07-16

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GSK PLC GSK PLC29.6K shares-43.38%2026-06-302026-07-16

KGC KINROSS GOLD CORP65.4K shares-50.41%2026-06-302026-07-16

XLK SELECT SECTOR SPDR TR8.1K shares-50.03%2026-06-302026-07-16

CVS CVS HEALTH CORP14.9K shares-52.32%2026-06-302026-07-16

AEP AMERICAN ELEC PWR CO INC11.2K shares-49.95%2026-06-302026-07-16

VRTX VERTEX PHARMACEUTICALS INC3.1K shares-49.79%2026-06-302026-07-16

SOXX ISHARES TR2.4K shares-46.68%2026-06-302026-07-16

WELL WELLTOWER INC6.6K shares-45.90%2026-06-302026-07-16

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JIVE J P MORGAN EXCHANGE TRADED F16.1K shares-21.62%2026-06-302026-07-16

PRU PRUDENTIAL FINL INC13.7K shares29.68%2026-06-302026-07-16

APH AMPHENOL CORP8.3K shares-50.16%2026-06-302026-07-16

PMAY INNOVATOR ETFS TRUST35.2K shares-46.18%2026-06-302026-07-16

PDEC INNOVATOR ETFS TRUST31.6K shares-50.96%2026-06-302026-07-16

AIQ GLOBAL X FDS21.7K shares-49.55%2026-06-302026-07-16

BLACKROCK ETF TRUST BLACKROCK ETF TRUST50.3K sharesnew addition2026-06-302026-07-16

UITB VICTORY PORTFOLIOS II29.8K shares-43.39%2026-06-302026-07-16

Sponsored

IONQ INC IONQ INC26.2K shares-50.21%2026-06-302026-07-16

VMI VALMONT INDS INC2.4K shares-21.06%2026-06-302026-07-16

IBM INTERNATIONAL BUSINESS MACHS4.8K shares-52.77%2026-06-302026-07-16

MRK MERCK & CO INC10.3K shares-51.81%2026-06-302026-07-16

PJUN INNOVATOR ETFS TRUST30.4K shares-44.32%2026-06-302026-07-16

XBI SPDR SERIES TRUST8.2K shares-49.99%2026-06-302026-07-16

CRSP CRISPR THERAPEUTICS AG23.6K shares-50.27%2026-06-302026-07-16

DUK DUKE ENERGY CORP NEW10.0K shares-48.02%2026-06-302026-07-16

Sponsored

QCOM QUALCOMM INC6.8K shares-50.41%2026-06-302026-07-16

LYG LLOYDS BANKING GROUP PLC215.5K shares-44.76%2026-06-302026-07-16

ITA ISHARES TR5.2K shares-72.31%2026-06-302026-07-16

ISRG INTUITIVE SURGICAL INC3.1K shares-46.27%2026-06-302026-07-16

SIXP AIM ETF PRODUCTS TRUST36.5K shares-50.50%2026-06-302026-07-16

VANECK ETF TRUST VANECK ETF TRUST16.3K shares-49.95%2026-06-302026-07-16

UBER UBER TECHNOLOGIES INC16.7K shares-46.75%2026-06-302026-07-16

DFAE DIMENSIONAL ETF TRUST29.8K shares-47.15%2026-06-302026-07-16

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OEF ISHARES TR3.3K shares-21.70%2026-06-302026-07-16

ESGU ISHARES TR7.3K shares-35.70%2026-06-302026-07-16

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II23.7K sharesnew addition2026-06-302026-07-16

RGTI RIGETTI COMPUTING INC61.4K shares-50.27%2026-06-302026-07-16

PSEP INNOVATOR ETFS TRUST25.7K shares-50.10%2026-06-302026-07-16

EFV ISHARES TR15.4K shares-77.03%2026-06-302026-07-16

ETR ENTERGY CORP NEW10.1K shares-54.84%2026-06-302026-07-16

VLO VALERO ENERGY CORP4.4K shares-60.01%2026-06-302026-07-16

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APD AIR PRODUCTS AND CHEMICALS I3.9K shares-44.73%2026-06-302026-07-16

PG PROCTER & GAMBLE CO7.7K shares-57.65%2026-06-302026-07-16

DFAU DIMENSIONAL ETF TRUST21.8K shares-49.80%2026-06-302026-07-16

F FORD MTR CO80.7K shares-64.27%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR11.5K shares-65.52%2026-06-302026-07-16

CISCO SYS INC CISCO SYS INC9.8K shares-51.88%2026-06-302026-07-16

BLK BLACKROCK INC1.1K shares-49.02%2026-06-302026-07-16

PLD PROLOGIS INC.8.1K shares123.70%2026-06-302026-07-16

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VWO VANGUARD INTL EQUITY INDEX F18.2K shares-48.48%2026-06-302026-07-16

FANG DIAMONDBACK ENERGY INC6.1K shares-41.02%2026-06-302026-07-16

WEC WEC ENERGY GROUP INC9.2K shares43.34%2026-06-302026-07-16

SCHV SCHWAB STRATEGIC TR30.7K shares-48.92%2026-06-302026-07-16

BPRE BLUEROCK PVT REAL ESTATE FD82.1K shares-53.68%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.6K shares-51.79%2026-06-302026-07-16

UNP UNION PAC CORP3.9K shares-47.56%2026-06-302026-07-16

PEP PEPSICO INC7.8K shares-50.72%2026-06-302026-07-16

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COWZ PACER FDS TR16.9K shares-50.15%2026-06-302026-07-16

HII HUNTINGTON INGALLS INDS INC3.7K shares-39.22%2026-06-302026-07-16

TFC TRUIST FINL CORP21.0K shares-61.10%2026-06-302026-07-16

T AT&T INC49.2K shares-13.13%2026-06-302026-07-16

ETN EATON CORP PLC2.4K shares-49.69%2026-06-302026-07-16

AMT AMERICAN TOWER CORP6.2K shares-46.31%2026-06-302026-07-16

TGT TARGET CORP7.7K shares-63.41%2026-06-302026-07-16

MS MORGAN STANLEY4.8K shares-51.94%2026-06-302026-07-16

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NUE NUCOR CORP4.2K shares-51.14%2026-06-302026-07-16

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PATH UIPATH INC85.4K shares-49.03%2026-06-302026-07-16

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GS GOLDMAN SACHS GROUP INC902 shares-48.10%2026-06-302026-07-16

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EIX EDISON INTL11.9K shares-42.10%2026-06-302026-07-16

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DOMINION ENERGY INC DOMINION ENERGY INC12.5K shares97.59%2026-06-302026-07-16

BA BOEING CO3.9K shares-64.96%2026-06-302026-07-16

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DFAC DIMENSIONAL ETF TRUST18.0K shares-50.00%2026-06-302026-07-16

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RTO RENTOKIL INITIAL PLC26.4K shares-47.89%2026-06-302026-07-16

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SOFI SOFI TECHNOLOGIES INC38.4K shares-42.10%2026-06-302026-07-16

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HTAB HARTFORD FDS EXCHANGE TRADED30.8K shares-52.20%2026-06-302026-07-16

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MRVL MARVELL TECHNOLOGY INC709 sharesnew addition2026-06-302026-07-16

HRL HORMEL FOODS CORP8.3K shares-50.41%2026-06-302026-07-16

DE DEERE & CO325 shares-32.29%2026-06-302026-07-16

FSMB FIRST TR EXCH TRADED FD III10.3K shares-50.00%2026-06-302026-07-16

DFSD DIMENSIONAL ETF TRUST4.3K shares-50.00%2026-06-302026-07-16

ITB ISHARES TR1.9K shares-50.23%2026-06-302026-07-16

ADVANCED ENERGY INDS ADVANCED ENERGY INDS546 shares-50.00%2026-06-302026-07-16

BNDX VANGUARD CHARLOTTE FDS4.2K shares-74.04%2026-06-302026-07-16

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC612 shares-46.69%2026-06-302026-07-16

SDY SPDR SERIES TRUST1.3K shares-50.00%2026-06-302026-07-16

IVVM BLACKROCK ETF TRUST II5.4K shares-50.00%2026-06-302026-07-16

CL COLGATE PALMOLIVE CO2.2K shares-49.48%2026-06-302026-07-16

CRK COMSTOCK RES INC13.4K shares-63.61%2026-06-302026-07-16

NDMO NUVEEN DYNAMIC MUN OPPORTUNI19.2K shares-49.65%2026-06-302026-07-16

QXO QXO INC10.8K sharesnew addition2026-06-302026-07-16

NVG NUVEEN AMT FREE MUN CR INC F14.0K shares-49.91%2026-06-302026-07-16

Sponsored

BBDC BARINGS BDC INC19.7K shares-49.08%2026-06-302026-07-16

GOF GUGGENHEIM STRATEGIC OPPORTU13.4K shares-72.18%2026-06-302026-07-16

BRSP BRIGHTSPIRE CAPITAL INC16.8K shares-50.00%2026-06-302026-07-16

NGEN NERVGEN PHARMA CORP28.5K shares-22.97%2026-06-302026-07-16

KOPN KOPIN CORP10.9K shares-50.00%2026-06-302026-07-16

DDD 3D SYS CORP DEL10.0K shares-66.67%2026-06-302026-07-16

AMTX AEMETIS INC14.1K shares-61.59%2026-06-302026-07-16

PROP PRAIRIE OPER CO25.0K shares-50.00%2026-06-302026-07-16

Sponsored

AAPL

APPLE INC

-48.78%

Shares88.7K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-48.75%

Shares31.5K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

-47.89%

Shares116.4K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

-46.93%

Shares52.5K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

-51.54%

Shares54.0K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

-41.83%

Shares27.6K

Event2026-06-30

Filed2026-07-16

DYNF

BLACKROCK ETF TRUST

-46.27%

Shares241.9K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

-48.83%

Shares60.4K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

-47.46%

Shares26.9K

Event2026-06-30

Filed2026-07-16

SPDR SERIES TRUST

-33.84%

Shares150.9K

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

91.37%

Shares10.4K

Event2026-06-30

Filed2026-07-16

BALI

BLACKROCK ETF TRUST

-47.54%

Shares321.4K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-47.82%

Shares28.9K

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

-51.72%

Shares31.8K

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

-47.44%

Shares16.9K

Event2026-06-30

Filed2026-07-16

AMD

ADVANCED MICRO DEVICES INC

-53.50%

Shares16.4K

Event2026-06-30

Filed2026-07-16

LRCX

LAM RESEARCH CORP

-53.69%

Shares21.1K

Event2026-06-30

Filed2026-07-16

JEPI

J P MORGAN EXCHANGE TRADED F

-49.55%

Shares158.5K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

-46.54%

Shares63.6K

Event2026-06-30

Filed2026-07-16

BAI

BLACKROCK ETF TRUST

-29.98%

Shares163.5K

Event2026-06-30

Filed2026-07-16

SCHG

SCHWAB STRATEGIC TR

-45.49%

Shares254.0K

Event2026-06-30

Filed2026-07-16

PHILIP MORRIS INTL INC

-44.87%

Shares45.8K

Event2026-06-30

Filed2026-07-16

J P MORGAN EXCHANGE TRADED F

-36.20%

Shares132.0K

Event2026-06-30

Filed2026-07-16

SPYG

SPDR SERIES TRUST

-50.90%

Shares66.4K

Event2026-06-30

Filed2026-07-16

VIG

VANGUARD SPECIALIZED FUNDS

-46.01%

Shares32.6K

Event2026-06-30

Filed2026-07-16

ACWV

ISHARES INC

-47.62%

Shares62.5K

Event2026-06-30

Filed2026-07-16

COSTCO WHOLESALE CORPORATION

-46.43%

Shares7.4K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

-48.62%

Shares18.0K

Event2026-06-30

Filed2026-07-16

IGOV

ISHARES TR

-48.52%

Shares164.4K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

-41.39%

Shares16.0K

Event2026-06-30

Filed2026-07-16

VUG

VANGUARD INDEX FDS

171.62%

Shares77.0K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

71.76%

Shares81.3K

Event2026-06-30

Filed2026-07-16

PVAL

PUTNAM ETF TRUST

-47.71%

Shares127.5K

Event2026-06-30

Filed2026-07-16

DFAI

DIMENSIONAL ETF TRUST

-49.98%

Shares156.7K

Event2026-06-30

Filed2026-07-16

IUSB

ISHARES TR

-21.21%

Shares139.7K

Event2026-06-30

Filed2026-07-16

VISA INC

-53.96%

Shares18.6K

Event2026-06-30

Filed2026-07-16

APPLIED MATLS INC

-55.46%

Shares8.8K

Event2026-06-30

Filed2026-07-16

WMT

WALMART INC

-22.86%

Shares55.5K

Event2026-06-30

Filed2026-07-16

JHMM

JOHN HANCOCK EXCHANGE TRADED

-41.92%

Shares83.2K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

-53.70%

Shares74.9K

Event2026-06-30

Filed2026-07-16

BKNG

BOOKING HOLDINGS INC

1580.88%

Shares33.9K

Event2026-06-30

Filed2026-07-16

IXUS

ISHARES TR

-49.65%

Shares60.0K

Event2026-06-30

Filed2026-07-16

RDVI

FIRST TR EXCHANGE-TRADED FD

-42.55%

Shares188.0K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

-52.92%

Shares72.6K

Event2026-06-30

Filed2026-07-16

FDVV

FIDELITY COVINGTON TRUST

-49.50%

Shares88.3K

Event2026-06-30

Filed2026-07-16

PALANTIR TECHNOLOGIES INC

-43.05%

Shares44.4K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-48.70%

Shares52.0K

Event2026-06-30

Filed2026-07-16

GE AEROSPACE

-49.36%

Shares13.9K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

-55.02%

Shares22.6K

Event2026-06-30

Filed2026-07-16

RTX CORPORATION

-50.73%

Shares26.4K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-48.72%

Shares4.6K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR INDEX SHS FDS

-49.52%

Shares95.5K

Event2026-06-30

Filed2026-07-16

GVI

ISHARES TR

-48.31%

Shares44.5K

Event2026-06-30

Filed2026-07-16

JGRO

J P MORGAN EXCHANGE TRADED F

-52.33%

Shares47.1K

Event2026-06-30

Filed2026-07-16

ILDR

FIRST TR EXCHNG TRADED FD VI

-50.25%

Shares116.3K

Event2026-06-30

Filed2026-07-16

SCHW

SCHWAB CHARLES CORP

-45.32%

Shares48.9K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

-49.05%

Shares29.3K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

-44.69%

Shares16.9K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-55.00%

Shares49.8K

Event2026-06-30

Filed2026-07-16

CGBL

CAPITAL GROUP CORE BALANCED

-46.34%

Shares108.7K

Event2026-06-30

Filed2026-07-16

QQQM

INVESCO EXCH TRADED FD TR II

-43.70%

Shares13.5K

Event2026-06-30

Filed2026-07-16

GEV

GE VERNOVA INC

-52.02%

Shares3.5K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

-51.63%

Shares5.4K

Event2026-06-30

Filed2026-07-16

SCHZ

SCHWAB STRATEGIC TR

-42.44%

Shares164.5K

Event2026-06-30

Filed2026-07-16

VYM

VANGUARD WHITEHALL FDS

-48.41%

Shares24.0K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

-50.20%

Shares10.3K

Event2026-06-30

Filed2026-07-16

NETFLIX INC.

-56.23%

Shares50.5K

Event2026-06-30

Filed2026-07-16

COP

CONOCOPHILLIPS

-43.31%

Shares34.6K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-42.70%

Shares4.9K

Event2026-06-30

Filed2026-07-16

SCHD

SCHWAB STRATEGIC TR

-40.32%

Shares110.1K

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

-71.07%

Shares15.9K

Event2026-06-30

Filed2026-07-16

BDX

BECTON DICKINSON & CO

-39.68%

Shares23.0K

Event2026-06-30

Filed2026-07-16

SPBU

AIM ETF PRODUCTS TRUST

-31.64%

Shares114.6K

Event2026-06-30

Filed2026-07-16

NEM

NEWMONT CORP

-48.67%

Shares37.0K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

-18.44%

Shares2.9K

Event2026-06-30

Filed2026-07-16

THRO

BLACKROCK ETF TRUST

-56.54%

Shares79.4K

Event2026-06-30

Filed2026-07-16

CMCSA

COMCAST CORP NEW

-49.42%

Shares138.8K

Event2026-06-30

Filed2026-07-16

ADI

ANALOG DEVICES INC

-58.14%

Shares8.6K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-50.51%

Shares47.3K

Event2026-06-30

Filed2026-07-16

USTB

VICTORY PORTFOLIOS II

-45.82%

Shares66.2K

Event2026-06-30

Filed2026-07-16

HOME DEPOT INC

-47.40%

Shares9.5K

Event2026-06-30

Filed2026-07-16

SIXO

AIM ETF PRODUCTS TRUST

-53.30%

Shares92.1K

Event2026-06-30

Filed2026-07-16

GENERAL DYNAMICS CORP

-42.00%

Shares9.1K

Event2026-06-30

Filed2026-07-16

ONEQ

FIDELITY COMWLTH TR

-43.47%

Shares31.1K

Event2026-06-30

Filed2026-07-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

-49.92%

Shares65.1K

Event2026-06-30

Filed2026-07-16

BLCR

BLACKROCK ETF TRUST

14.51%

Shares63.7K

Event2026-06-30

Filed2026-07-16

HWM

HOWMET AEROSPACE INC

-51.01%

Shares11.9K

Event2026-06-30

Filed2026-07-16

JPIE

J P MORGAN EXCHANGE TRADED F

-51.23%

Shares68.8K

Event2026-06-30

Filed2026-07-16

MEDTRONIC PLC

-43.09%

Shares39.9K

Event2026-06-30

Filed2026-07-16

OMC

OMNICOM GROUP INC

-44.89%

Shares42.5K

Event2026-06-30

Filed2026-07-16

BIV

VANGUARD BD INDEX FDS

-49.58%

Shares40.1K

Event2026-06-30

Filed2026-07-16

CVX

CHEVRON CORPORATION

-51.69%

Shares18.4K

Event2026-06-30

Filed2026-07-16

FTNT

FORTINET INC

-52.25%

Shares19.7K

Event2026-06-30

Filed2026-07-16

FLMI

FRANKLIN TEMPLETON ETF TR

-45.21%

Shares116.4K

Event2026-06-30

Filed2026-07-16

BANK OF NY MELLON CORP

-55.02%

Shares20.1K

Event2026-06-30

Filed2026-07-16

BWZ

SPDR SERIES TRUST

-46.53%

Shares102.3K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

-43.55%

Shares18.6K

Event2026-06-30

Filed2026-07-16

ENB

ENBRIDGE INC

-46.81%

Shares50.4K

Event2026-06-30

Filed2026-07-16

NVS

NOVARTIS AG

-55.92%

Shares17.4K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

-49.98%

Shares10.7K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO EXCH TRADED FD TR II

-52.60%

Shares16.6K

Event2026-06-30

Filed2026-07-16

EUHY

ISHARES INC

-46.38%

Shares48.9K

Event2026-06-30

Filed2026-07-16

IJH

ISHARES TR

-49.98%

Shares33.7K

Event2026-06-30

Filed2026-07-16

SFLO

VICTORY PORTFOLIOS II

-43.45%

Shares75.7K

Event2026-06-30

Filed2026-07-16

CRDO

CREDO TECHNOLOGY GROUP HOLDI

-48.54%

Shares9.5K

Event2026-06-30

Filed2026-07-16

CGDG

CAPITAL GROUP DIVIDEND GROWE

-49.26%

Shares68.1K

Event2026-06-30

Filed2026-07-16

CORO

BLACKROCK ETF TRUST

-36.89%

Shares69.0K

Event2026-06-30

Filed2026-07-16

SPHQ

INVESCO EXCHANGE TRADED FD T

-43.72%

Shares27.9K

Event2026-06-30

Filed2026-07-16

UNILEVER PLC

-43.80%

Shares41.7K

Event2026-06-30

Filed2026-07-16

MBB

ISHARES TR

-47.74%

Shares26.2K

Event2026-06-30

Filed2026-07-16

ACWX

ISHARES TR

-30.77%

Shares32.4K

Event2026-06-30

Filed2026-07-16

RWJ

INVESCO EXCH TRADED FD TR II

-46.50%

Shares40.2K

Event2026-06-30

Filed2026-07-16

SPTM

SPDR SERIES TRUST

-50.28%

Shares26.3K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

-57.18%

Shares7.8K

Event2026-06-30

Filed2026-07-16

LIN

LINDE PLC

-46.37%

Shares4.5K

Event2026-06-30

Filed2026-07-16

KLAC

KLA CORP

384.29%

Shares7.8K

Event2026-06-30

Filed2026-07-16

DGRO

ISHARES TR

-50.34%

Shares30.9K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

-54.54%

Shares8.9K

Event2026-06-30

Filed2026-07-16

COCA COLA CO

-32.81%

Shares27.6K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

-66.28%

Shares4.3K

Event2026-06-30

Filed2026-07-16

RWK

INVESCO EXCH TRADED FD TR II

-45.32%

Shares15.2K

Event2026-06-30

Filed2026-07-16

FEOE

RBB FUND TRUST

New

Shares40.7K

Event2026-06-30

Filed2026-07-16

MTUM

ISHARES TR

-50.59%

Shares6.3K

Event2026-06-30

Filed2026-07-16

VFLO

VICTORY PORTFOLIOS II

-24.58%

Shares46.4K

Event2026-06-30

Filed2026-07-16

TCAF

T ROWE PRICE EXCHANGE-TRADED

-54.51%

Shares50.3K

Event2026-06-30

Filed2026-07-16

HELO

J P MORGAN EXCHANGE TRADED F

-51.93%

Shares30.2K

Event2026-06-30

Filed2026-07-16

PJAN

INNOVATOR ETFS TRUST

-49.83%

Shares41.1K

Event2026-06-30

Filed2026-07-16

AMGN

AMGEN INC

-28.63%

Shares5.6K

Event2026-06-30

Filed2026-07-16

ALTRIA GROUP INC

-48.03%

Shares27.7K

Event2026-06-30

Filed2026-07-16

VERIZON COMMUNICATIONS INC

-68.91%

Shares46.6K

Event2026-06-30

Filed2026-07-16

NEXTERA ENERGY INC

-45.58%

Shares22.4K

Event2026-06-30

Filed2026-07-16

BND

VANGUARD BD INDEX FDS

-58.61%

Shares26.7K

Event2026-06-30

Filed2026-07-16

ARK ETF TR

-46.88%

Shares23.4K

Event2026-06-30

Filed2026-07-16

CFO

VICTORY PORTFOLIOS II

-50.46%

Shares23.2K

Event2026-06-30

Filed2026-07-16

BARRICK MNG CORP

-51.22%

Shares49.9K

Event2026-06-30

Filed2026-07-16

VGT

VANGUARD WORLD FD

348.15%

Shares15.3K

Event2026-06-30

Filed2026-07-16

PAUG

INNOVATOR ETFS TRUST

-50.29%

Shares39.8K

Event2026-06-30

Filed2026-07-16

IDEF

BLACKROCK ETF TRUST

306.72%

Shares56.7K

Event2026-06-30

Filed2026-07-16

BUFF

INNOVATOR ETFS TRUST

-48.25%

Shares34.0K

Event2026-06-30

Filed2026-07-16

XTEN

BONDBLOXX ETF TRUST

-59.37%

Shares39.3K

Event2026-06-30

Filed2026-07-16

BAC

BANK OF AMER CORP

-73.82%

Shares31.8K

Event2026-06-30

Filed2026-07-16

MCK

MCKESSON CORP

-57.59%

Shares2.3K

Event2026-06-30

Filed2026-07-16

PJUL

INNOVATOR ETFS TRUST

-50.50%

Shares35.7K

Event2026-06-30

Filed2026-07-16

FSCO

FS CREDIT OPPORTUNITIES CORP

-52.89%

Shares348.3K

Event2026-06-30

Filed2026-07-16

SPEM

SPDR INDEX SHS FDS

-50.11%

Shares33.5K

Event2026-06-30

Filed2026-07-16

ISPY

PROSHARES TR

-42.14%

Shares35.8K

Event2026-06-30

Filed2026-07-16

GOVT

ISHARES TR

-52.22%

Shares74.0K

Event2026-06-30

Filed2026-07-16

AON

AON PLC

New

Shares5.1K

Event2026-06-30

Filed2026-07-16

PAPR

INNOVATOR ETFS TRUST

-46.52%

Shares38.3K

Event2026-06-30

Filed2026-07-16

NYF

ISHARES TR

-48.61%

Shares30.0K

Event2026-06-30

Filed2026-07-16

LAMR

LAMAR ADVERTISING CO

-47.40%

Shares10.3K

Event2026-06-30

Filed2026-07-16

PFEB

INNOVATOR ETFS TRUST

-50.37%

Shares37.2K

Event2026-06-30

Filed2026-07-16

BKSY

BLACKSKY TECHNOLOGY INC

-66.45%

Shares57.3K

Event2026-06-30

Filed2026-07-16

CVNA

CARVANA CO

150.50%

Shares24.2K

Event2026-06-30

Filed2026-07-16

FFLC

FIDELITY COVINGTON TRUST

-50.25%

Shares26.7K

Event2026-06-30

Filed2026-07-16

POCT

INNOVATOR ETFS TRUST

-50.09%

Shares33.9K

Event2026-06-30

Filed2026-07-16

PNOV

INNOVATOR ETFS TRUST

-51.04%

Shares35.3K

Event2026-06-30

Filed2026-07-16

PMAR

INNOVATOR ETFS TRUST

-47.66%

Shares32.7K

Event2026-06-30

Filed2026-07-16

SPSM

SPDR SERIES TRUST

-44.81%

Shares27.1K

Event2026-06-30

Filed2026-07-16

THE CIGNA GROUP

-51.02%

Shares5.7K

Event2026-06-30

Filed2026-07-16

GSK PLC

-43.38%

Shares29.6K

Event2026-06-30

Filed2026-07-16

KGC

KINROSS GOLD CORP

-50.41%

Shares65.4K

Event2026-06-30

Filed2026-07-16

XLK

SELECT SECTOR SPDR TR

-50.03%

Shares8.1K

Event2026-06-30

Filed2026-07-16

CVS

CVS HEALTH CORP

-52.32%

Shares14.9K

Event2026-06-30

Filed2026-07-16

AEP

AMERICAN ELEC PWR CO INC

-49.95%

Shares11.2K

Event2026-06-30

Filed2026-07-16

VRTX

VERTEX PHARMACEUTICALS INC

-49.79%

Shares3.1K

Event2026-06-30

Filed2026-07-16

SOXX

ISHARES TR

-46.68%

Shares2.4K

Event2026-06-30

Filed2026-07-16

WELL

WELLTOWER INC

-45.90%

Shares6.6K

Event2026-06-30

Filed2026-07-16

JIVE

J P MORGAN EXCHANGE TRADED F

-21.62%

Shares16.1K

Event2026-06-30

Filed2026-07-16

PRU

PRUDENTIAL FINL INC

29.68%

Shares13.7K

Event2026-06-30

Filed2026-07-16

APH

AMPHENOL CORP

-50.16%

Shares8.3K

Event2026-06-30

Filed2026-07-16

PMAY

INNOVATOR ETFS TRUST

-46.18%

Shares35.2K

Event2026-06-30

Filed2026-07-16

PDEC

INNOVATOR ETFS TRUST

-50.96%

Shares31.6K

Event2026-06-30

Filed2026-07-16

AIQ

GLOBAL X FDS

-49.55%

Shares21.7K

Event2026-06-30

Filed2026-07-16

BLACKROCK ETF TRUST

New

Shares50.3K

Event2026-06-30

Filed2026-07-16

UITB

VICTORY PORTFOLIOS II

-43.39%

Shares29.8K

Event2026-06-30

Filed2026-07-16

IONQ INC

-50.21%

Shares26.2K

Event2026-06-30

Filed2026-07-16

VMI

VALMONT INDS INC

-21.06%

Shares2.4K

Event2026-06-30

Filed2026-07-16

IBM

INTERNATIONAL BUSINESS MACHS

-52.77%

Shares4.8K

Event2026-06-30

Filed2026-07-16

MRK

MERCK & CO INC

-51.81%

Shares10.3K

Event2026-06-30

Filed2026-07-16

PJUN

INNOVATOR ETFS TRUST

-44.32%

Shares30.4K

Event2026-06-30

Filed2026-07-16

XBI

SPDR SERIES TRUST

-49.99%

Shares8.2K

Event2026-06-30

Filed2026-07-16

CRSP

CRISPR THERAPEUTICS AG

-50.27%

Shares23.6K

Event2026-06-30

Filed2026-07-16

DUK

DUKE ENERGY CORP NEW

-48.02%

Shares10.0K

Event2026-06-30

Filed2026-07-16

QCOM

QUALCOMM INC

-50.41%

Shares6.8K

Event2026-06-30

Filed2026-07-16

LYG

LLOYDS BANKING GROUP PLC

-44.76%

Shares215.5K

Event2026-06-30

Filed2026-07-16

ITA

ISHARES TR

-72.31%

Shares5.2K

Event2026-06-30

Filed2026-07-16

ISRG

INTUITIVE SURGICAL INC

-46.27%

Shares3.1K

Event2026-06-30

Filed2026-07-16

SIXP

AIM ETF PRODUCTS TRUST

-50.50%

Shares36.5K

Event2026-06-30

Filed2026-07-16

VANECK ETF TRUST

-49.95%

Shares16.3K

Event2026-06-30

Filed2026-07-16

UBER

UBER TECHNOLOGIES INC

-46.75%

Shares16.7K

Event2026-06-30

Filed2026-07-16

DFAE

DIMENSIONAL ETF TRUST

-47.15%

Shares29.8K

Event2026-06-30

Filed2026-07-16

OEF

ISHARES TR

-21.70%

Shares3.3K

Event2026-06-30

Filed2026-07-16

ESGU

ISHARES TR

-35.70%

Shares7.3K

Event2026-06-30

Filed2026-07-16

BLACKROCK ETF TRUST II

New

Shares23.7K

Event2026-06-30

Filed2026-07-16

RGTI

RIGETTI COMPUTING INC

-50.27%

Shares61.4K

Event2026-06-30

Filed2026-07-16

PSEP

INNOVATOR ETFS TRUST

-50.10%

Shares25.7K

Event2026-06-30

Filed2026-07-16

EFV

ISHARES TR

-77.03%

Shares15.4K

Event2026-06-30

Filed2026-07-16

ETR

ENTERGY CORP NEW

-54.84%

Shares10.1K

Event2026-06-30

Filed2026-07-16

VLO

VALERO ENERGY CORP

-60.01%

Shares4.4K

Event2026-06-30

Filed2026-07-16

APD

AIR PRODUCTS AND CHEMICALS I

-44.73%

Shares3.9K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-57.65%

Shares7.7K

Event2026-06-30

Filed2026-07-16

DFAU

DIMENSIONAL ETF TRUST

-49.80%

Shares21.8K

Event2026-06-30

Filed2026-07-16

FORD MTR CO

-64.27%

Shares80.7K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

-65.52%

Shares11.5K

Event2026-06-30

Filed2026-07-16

CISCO SYS INC

-51.88%

Shares9.8K

Event2026-06-30

Filed2026-07-16

BLK

BLACKROCK INC

-49.02%

Shares1.1K

Event2026-06-30

Filed2026-07-16

PLD

PROLOGIS INC.

123.70%

Shares8.1K

Event2026-06-30

Filed2026-07-16

VWO

VANGUARD INTL EQUITY INDEX F

-48.48%

Shares18.2K

Event2026-06-30

Filed2026-07-16

FANG

DIAMONDBACK ENERGY INC

-41.02%

Shares6.1K

Event2026-06-30

Filed2026-07-16

WEC

WEC ENERGY GROUP INC

43.34%

Shares9.2K

Event2026-06-30

Filed2026-07-16

SCHV

SCHWAB STRATEGIC TR

-48.92%

Shares30.7K

Event2026-06-30

Filed2026-07-16

BPRE

BLUEROCK PVT REAL ESTATE FD

-53.68%

Shares82.1K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

-51.79%

Shares2.6K

Event2026-06-30

Filed2026-07-16

UNP

UNION PAC CORP

-47.56%

Shares3.9K

Event2026-06-30

Filed2026-07-16

PEP

PEPSICO INC

-50.72%

Shares7.8K

Event2026-06-30

Filed2026-07-16

COWZ

PACER FDS TR

-50.15%

Shares16.9K

Event2026-06-30

Filed2026-07-16

HII

HUNTINGTON INGALLS INDS INC

-39.22%

Shares3.7K

Event2026-06-30

Filed2026-07-16

TFC

TRUIST FINL CORP

-61.10%

Shares21.0K

Event2026-06-30

Filed2026-07-16

AT&T INC

-13.13%

Shares49.2K

Event2026-06-30

Filed2026-07-16

ETN

EATON CORP PLC

-49.69%

Shares2.4K

Event2026-06-30

Filed2026-07-16

AMT

AMERICAN TOWER CORP

-46.31%

Shares6.2K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

-63.41%

Shares7.7K

Event2026-06-30

Filed2026-07-16

MORGAN STANLEY

-51.94%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SIMO

SILICON MOTION TECHNOLOGY CO

-54.27%

Shares3.0K

Event2026-06-30

Filed2026-07-16

TROW

PRICE T ROWE GROUP INC

New

Shares8.7K

Event2026-06-30

Filed2026-07-16

MINT

PIMCO ETF TR

-80.79%

Shares9.8K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR SERIES TRUST

-43.59%

Shares16.3K

Event2026-06-30

Filed2026-07-16

IUSG

ISHARES TR

-50.08%

Shares5.3K

Event2026-06-30

Filed2026-07-16

FIS

FIDELITY NATL INFORMATION SV

-20.00%

Shares25.2K

Event2026-06-30

Filed2026-07-16

SOUTHERN CO

61.52%

Shares9.9K

Event2026-06-30

Filed2026-07-16

NUE

NUCOR CORP

-51.14%

Shares4.2K

Event2026-06-30

Filed2026-07-16

SYY

SYSCO CORP

-42.51%

Shares11.2K

Event2026-06-30

Filed2026-07-16

PANW

PALO ALTO NETWORKS INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-16

VOT

VANGUARD INDEX FDS

-42.13%

Shares3.1K

Event2026-06-30

Filed2026-07-16

RWL

INVESCO EXCH TRADED FD TR II

-46.35%

Shares7.3K

Event2026-06-30

Filed2026-07-16

PATH

UIPATH INC

-49.03%

Shares85.4K

Event2026-06-30

Filed2026-07-16

SHLD

GLOBAL X FDS

-37.69%

Shares15.3K

Event2026-06-30

Filed2026-07-16

DIS

DISNEY WALT CO

-81.39%

Shares9.4K

Event2026-06-30

Filed2026-07-16

GOLDMAN SACHS GROUP INC

-48.10%

Shares902

Event2026-06-30

Filed2026-07-16

SERVICENOW INC

-52.15%

Shares9.2K

Event2026-06-30

Filed2026-07-16

GLD

SPDR GOLD TR

-52.51%

Shares2.5K

Event2026-06-30

Filed2026-07-16

ISHARES TR

-50.10%

Shares9.4K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

-48.50%

Shares6.6K

Event2026-06-30

Filed2026-07-16

BUFR

FIRST TR EXCHNG TRADED FD VI

-36.86%

Shares24.4K

Event2026-06-30

Filed2026-07-16

DIVO

AMPLIFY ETF TR

-42.84%

Shares19.5K

Event2026-06-30

Filed2026-07-16

EIX

EDISON INTL

-42.10%

Shares11.9K

Event2026-06-30

Filed2026-07-16

VEU

VANGUARD INTL EQUITY INDEX F

-65.85%

Shares10.6K

Event2026-06-30

Filed2026-07-16

MTB

M & T BK CORP

-49.84%

Shares3.7K

Event2026-06-30

Filed2026-07-16

DOMINION ENERGY INC

97.59%

Shares12.5K

Event2026-06-30

Filed2026-07-16

BOEING CO

-64.96%

Shares3.9K

Event2026-06-30

Filed2026-07-16

ANET

ARISTA NETWORKS INC

1.46%

Shares5.0K

Event2026-06-30

Filed2026-07-16

MCD

MCDONALDS CORP

-51.30%

Shares3.1K

Event2026-06-30

Filed2026-07-16

WYNDHAM HOTELS & RESORTS INC

-47.34%

Shares10.0K

Event2026-06-30

Filed2026-07-16

IPKW

INVESCO EXCH TRADED FD TR II

-49.31%

Shares14.7K

Event2026-06-30

Filed2026-07-16

QYLD

GLOBAL X FDS

-57.51%

Shares44.5K

Event2026-06-30

Filed2026-07-16

CWS

ADVISORSHARES TR

-50.00%

Shares12.0K

Event2026-06-30

Filed2026-07-16

FIVA

FIDELITY COVINGTON TRUST

-46.99%

Shares21.1K

Event2026-06-30

Filed2026-07-16

DFAC

DIMENSIONAL ETF TRUST

-50.00%

Shares18.0K

Event2026-06-30

Filed2026-07-16

GIS

GENERAL MILLS INC

New

Shares22.0K

Event2026-06-30

Filed2026-07-16

RTO

RENTOKIL INITIAL PLC

-47.89%

Shares26.4K

Event2026-06-30

Filed2026-07-16

ALLEGION PLC

-48.69%

Shares5.2K

Event2026-06-30

Filed2026-07-16

YUMC

YUM CHINA HLDGS INC

-46.50%

Shares17.6K

Event2026-06-30

Filed2026-07-16

EAGG

ISHARES TR

-11.10%

Shares14.8K

Event2026-06-30

Filed2026-07-16

NBIS

NEBIUS GROUP N.V.

-49.46%

Shares2.5K

Event2026-06-30

Filed2026-07-16

APPLOVIN CORP

-58.41%

Shares1.4K

Event2026-06-30

Filed2026-07-16

VXUS

VANGUARD STAR FDS

-51.96%

Shares8.2K

Event2026-06-30

Filed2026-07-16

SRE

SEMPRA

-49.03%

Shares7.4K

Event2026-06-30

Filed2026-07-16

SOFI

SOFI TECHNOLOGIES INC

-42.10%

Shares38.4K

Event2026-06-30

Filed2026-07-16

URA

GLOBAL X FDS

-44.23%

Shares15.5K

Event2026-06-30

Filed2026-07-16

VBK

VANGUARD INDEX FDS

-46.23%

Shares1.8K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

-43.88%

Shares8.3K

Event2026-06-30

Filed2026-07-16

COO

COOPER COS INC

-47.52%

Shares9.2K

Event2026-06-30

Filed2026-07-16

SIXJ

AIM ETF PRODUCTS TRUST

-50.00%

Shares17.7K

Event2026-06-30

Filed2026-07-16

SIXD

AIM ETF PRODUCTS TRUST

-46.97%

Shares20.8K

Event2026-06-30

Filed2026-07-16

EFG

ISHARES TR

-48.83%

Shares5.1K

Event2026-06-30

Filed2026-07-16

IWB

ISHARES TR

-51.62%

Shares1.6K

Event2026-06-30

Filed2026-07-16

TJX

TJX COS INC NEW

-49.17%

Shares4.2K

Event2026-06-30

Filed2026-07-16

AXP

AMERICAN EXPRESS CO

-46.07%

Shares1.8K

Event2026-06-30

Filed2026-07-16

QLC

FLEXSHARES TR

-14.54%

Shares6.8K

Event2026-06-30

Filed2026-07-16

VRSN

VERISIGN INC

-38.37%

Shares2.4K

Event2026-06-30

Filed2026-07-16

GSUS

GOLDMAN SACHS ETF TR

-59.69%

Shares5.8K

Event2026-06-30

Filed2026-07-16

HTAB

HARTFORD FDS EXCHANGE TRADED

-52.20%

Shares30.8K

Event2026-06-30

Filed2026-07-16

NXP SEMICONDUCTORS N V

-50.82%

Shares2.1K

Event2026-06-30

Filed2026-07-16

CITIGROUP INC

-48.62%

Shares4.2K

Event2026-06-30

Filed2026-07-16

PTLC

PACER FDS TR

-50.00%

Shares10.1K

Event2026-06-30

Filed2026-07-16

TNGY

TORTOISE CAPITAL SERIES TRUS

-49.46%

Shares60.3K

Event2026-06-30

Filed2026-07-16

CGGO

CAPITAL GROUP GBL GROWTH EQT

-44.05%

Shares13.7K

Event2026-06-30

Filed2026-07-16

ALPS ETF TR

-50.00%

Shares11.2K

Event2026-06-30

Filed2026-07-16

SPYI

NEOS ETF TRUST

-32.53%

Shares10.8K

Event2026-06-30

Filed2026-07-16

BAC-PL

BANK OF AMER CORP

-50.00%

Shares453

Event2026-06-30

Filed2026-07-16

INTERNATIONAL PAPER CO

New

Shares14.8K

Event2026-06-30

Filed2026-07-16

RSP

INVESCO EXCHANGE TRADED FD T

-51.00%

Shares2.6K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

-32.59%

Shares5.2K

Event2026-06-30

Filed2026-07-16

VTEB

VANGUARD MUN BD FDS

New

Shares11.0K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-47.17%

Shares1.2K

Event2026-06-30

Filed2026-07-16

SLYG

SPDR SERIES TRUST

-50.10%

Shares4.6K

Event2026-06-30

Filed2026-07-16

VCRB

VANGUARD MALVERN FDS

-43.00%

Shares7.1K

Event2026-06-30

Filed2026-07-16

SEI EXCHANGE TRADED FUNDS

New

Shares21.6K

Event2026-06-30

Filed2026-07-16

WFC-PL

WELLS FARGO & CO

-50.00%

Shares461

Event2026-06-30

Filed2026-07-16

LCTU

BLACKROCK ETF TRUST

-56.54%

Shares6.6K

Event2026-06-30

Filed2026-07-16

CDC

VICTORY PORTFOLIOS II

-52.07%

Shares7.1K

Event2026-06-30

Filed2026-07-16

WBS

WEBSTER FINL CORP

-79.13%

Shares6.9K

Event2026-06-30

Filed2026-07-16

WMG

WARNER MUSIC GROUP CORP

-47.58%

Shares19.4K

Event2026-06-30

Filed2026-07-16

IWR

ISHARES TR

-40.02%

Shares4.7K

Event2026-06-30

Filed2026-07-16

SCHF

SCHWAB STRATEGIC TR

-13.83%

Shares18.5K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

-52.48%

Shares997

Event2026-06-30

Filed2026-07-16

KNG

FIRST TR EXCHANGE-TRADED FD

-52.97%

Shares9.7K

Event2026-06-30

Filed2026-07-16

CFA

VICTORY PORTFOLIOS II

-49.10%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

-50.29%

Shares25.5K

Event2026-06-30

Filed2026-07-16

BINC

BLACKROCK ETF TRUST II

-82.57%

Shares9.1K

Event2026-06-30

Filed2026-07-16

INTU

INTUIT

-56.48%

Shares1.8K

Event2026-06-30

Filed2026-07-16

IEF

ISHARES TR

100.81%

Shares5.0K

Event2026-06-30

Filed2026-07-16

XLE

SELECT SECTOR SPDR TR

-49.91%

Shares8.8K

Event2026-06-30

Filed2026-07-16

ADOBE INC

-62.86%

Shares2.3K

Event2026-06-30

Filed2026-07-16

GCOR

GOLDMAN SACHS ETF TR

-67.88%

Shares11.4K

Event2026-06-30

Filed2026-07-16

FBND

FIDELITY MERRIMACK STR TR

-45.56%

Shares10.2K

Event2026-06-30

Filed2026-07-16

AMERIPRISE FINL INC

-50.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

INGR

INGREDION INC

-48.21%

Shares4.9K

Event2026-06-30

Filed2026-07-16

CSX

CSX CORP

-50.35%

Shares9.9K

Event2026-06-30

Filed2026-07-16

VFC

V F CORP

-50.59%

Shares27.4K

Event2026-06-30

Filed2026-07-16

SMH

VANECK ETF TRUST

-40.31%

Shares696

Event2026-06-30

Filed2026-07-16

SCI

SERVICE CORP INTL

New

Shares6.0K

Event2026-06-30

Filed2026-07-16

MOAT

VANECK ETF TRUST

-42.89%

Shares4.4K

Event2026-06-30

Filed2026-07-16

OKLO

OKLO INC

-49.67%

Shares8.7K

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

-48.97%

Shares1.8K

Event2026-06-30

Filed2026-07-16

GNMA

ISHARES TR

-17.25%

Shares10.1K

Event2026-06-30

Filed2026-07-16

AFL

AFLAC INC

-49.52%

Shares3.8K

Event2026-06-30

Filed2026-07-16

BALT

INNOVATOR ETFS TRUST

-48.09%

Shares12.8K

Event2026-06-30

Filed2026-07-16

CARR

CARRIER GLOBAL CORPORATION

-50.36%

Shares6.0K

Event2026-06-30

Filed2026-07-16

DEO

DIAGEO PLC

-48.50%

Shares5.4K

Event2026-06-30

Filed2026-07-16

ELV

ELEVANCE HEALTH INC FORMERLY

-50.00%

Shares1.1K

Event2026-06-30

Filed2026-07-16

IWF

ISHARES TR

96.61%

Shares3.5K

Event2026-06-30

Filed2026-07-16

PAAA

PGIM ETF TR

-49.76%

Shares8.3K

Event2026-06-30

Filed2026-07-16

CONSOLIDATED EDISON INC

-50.36%

Shares3.8K

Event2026-06-30

Filed2026-07-16

BNDC

FLEXSHARES TR

0.66%

Shares19.1K

Event2026-06-30

Filed2026-07-16

BLACKSTONE INC

-45.79%

Shares3.6K

Event2026-06-30

Filed2026-07-16

SIXZ

AIM ETF PRODUCTS TRUST

-50.00%

Shares13.1K

Event2026-06-30

Filed2026-07-16

BROADRIDGE FINL SOLUTIONS IN

New

Shares3.0K

Event2026-06-30

Filed2026-07-16

UNM

UNUM GROUP

-49.81%

Shares4.6K

Event2026-06-30

Filed2026-07-16

WDC

WESTERN DIGITAL CORP

-47.20%

Shares642

Event2026-06-30

Filed2026-07-16

ZOETIS INC

New

Shares5.7K

Event2026-06-30

Filed2026-07-16

DVY

ISHARES TR

-50.53%

Shares2.6K

Event2026-06-30

Filed2026-07-16

DSI

ISHARES TR

-60.49%

Shares2.8K

Event2026-06-30

Filed2026-07-16

FMB

FIRST TR EXCH TRADED FD III

-50.00%

Shares7.8K

Event2026-06-30

Filed2026-07-16

PARKER-HANNIFIN CORP

-53.10%

Shares409

Event2026-06-30

Filed2026-07-16

TXN

TEXAS INSTRS INC

-52.39%

Shares1.3K

Event2026-06-30

Filed2026-07-16

TIP

ISHARES TR

-48.56%

Shares3.6K

Event2026-06-30

Filed2026-07-16

VBR

VANGUARD INDEX FDS

-52.55%

Shares1.6K

Event2026-06-30

Filed2026-07-16

HIG

HARTFORD INSURANCE GROUP INC

-51.12%

Shares3.0K

Event2026-06-30

Filed2026-07-16

SUB

ISHARES TR

-50.00%

Shares3.7K

Event2026-06-30

Filed2026-07-16

BIO

BIO RAD LABS INC

-47.35%

Shares1.3K

Event2026-06-30

Filed2026-07-16

SUN

SUNOCO LP/SUNOCO FIN CORP

-49.63%

Shares5.8K

Event2026-06-30

Filed2026-07-16

SYK

STRYKER CORPORATION

-47.97%

Shares1.2K

Event2026-06-30

Filed2026-07-16

IVLU

ISHARES TR

-60.19%

Shares9.2K

Event2026-06-30

Filed2026-07-16

DECW

AIM ETF PRODUCTS TRUST

-50.00%

Shares10.8K

Event2026-06-30

Filed2026-07-16

SCHA

SCHWAB STRATEGIC TR

-52.29%

Shares10.5K

Event2026-06-30

Filed2026-07-16

BSX

BOSTON SCIENTIFIC CORP

-51.84%

Shares8.9K

Event2026-06-30

Filed2026-07-16

BMOP

BNY MELLON ETF TRUST II

New

Shares14.8K

Event2026-06-30

Filed2026-07-16

QBTS

D-WAVE QUANTUM INC

-55.64%

Shares15.5K

Event2026-06-30

Filed2026-07-16

CLS

CELESTICA INC

-43.58%

Shares1.0K

Event2026-06-30

Filed2026-07-16

HYG

ISHARES TR

-36.65%

Shares4.6K

Event2026-06-30

Filed2026-07-16

PFE

PFIZER INC

-85.30%

Shares15.2K

Event2026-06-30

Filed2026-07-16

ITOT

ISHARES TR

-59.23%

Shares2.2K

Event2026-06-30

Filed2026-07-16

TAXX

BONDBLOXX ETF TRUST

-49.65%

Shares7.2K

Event2026-06-30

Filed2026-07-16

PCMM

BONDBLOXX ETF TRUST

-49.72%

Shares7.3K

Event2026-06-30

Filed2026-07-16

SEIE

SEI EXCHANGE TRADED FUNDS

-50.05%

Shares10.2K

Event2026-06-30

Filed2026-07-16

CIEN

CIENA CORP

-50.34%

Shares730

Event2026-06-30

Filed2026-07-16

TLH

ISHARES TR

-62.27%

Shares3.5K

Event2026-06-30

Filed2026-07-16

SNDK

SANDISK CORP

New

Shares153

Event2026-06-30

Filed2026-07-16

SWK

STANLEY BLACK & DECKER INC

-49.89%

Shares3.7K

Event2026-06-30

Filed2026-07-16

ADP

AUTOMATIC DATA PROCESSING IN

-56.03%

Shares1.6K

Event2026-06-30

Filed2026-07-16

VYGR

VOYAGER THERAPEUTICS INC

-53.31%

Shares96.0K

Event2026-06-30

Filed2026-07-16

COF

CAPITAL ONE FINL CORP

-52.09%

Shares1.7K

Event2026-06-30

Filed2026-07-16

EZU

ISHARES INC

-9.25%

Shares4.7K

Event2026-06-30

Filed2026-07-16

IAGG

ISHARES TR

-87.01%

Shares6.3K

Event2026-06-30

Filed2026-07-16

IEV

ISHARES TR

-50.00%

Shares4.3K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

-93.78%

Shares326

Event2026-06-30

Filed2026-07-16

APRT

AIM ETF PRODUCTS TRUST

-50.00%

Shares6.8K

Event2026-06-30

Filed2026-07-16

TLTD

FLEXSHARES TR

-20.08%

Shares3.2K

Event2026-06-30

Filed2026-07-16

ASM

AVINO SILVER & GOLD MINES LT

-54.27%

Shares48.8K

Event2026-06-30

Filed2026-07-16

ARLU

AIM ETF PRODUCTS TRUST

-50.00%

Shares9.6K

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-49.61%

Shares3.3K

Event2026-06-30

Filed2026-07-16

FTHI

FIRST TR EXCHANGE TRADED FD

-44.84%

Shares12.7K

Event2026-06-30

Filed2026-07-16

JRI

NUVEEN REAL ASSET INCOME & G

-49.76%

Shares23.2K

Event2026-06-30

Filed2026-07-16

EMLP

FIRST TR EXCHANGE-TRADED FD

-50.00%

Shares6.9K

Event2026-06-30

Filed2026-07-16

PULS

PGIM ETF TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-16

TRANE TECHNOLOGIES PLC

-48.99%

Shares607

Event2026-06-30

Filed2026-07-16

OCTT

AIM ETF PRODUCTS TRUST

-50.00%

Shares6.4K

Event2026-06-30

Filed2026-07-16

EVERSOURCE ENERGY

-88.02%

Shares4.1K

Event2026-06-30

Filed2026-07-16

LOW

LOWES COS INC

-53.49%

Shares1.3K

Event2026-06-30

Filed2026-07-16

APRW

AIM ETF PRODUCTS TRUST

-50.00%

Shares7.9K

Event2026-06-30

Filed2026-07-16

CEG

CONSTELLATION ENERGY CORP

-83.43%

Shares1.0K

Event2026-06-30

Filed2026-07-16

XLY

SELECT SECTOR SPDR TR

-50.08%

Shares2.5K

Event2026-06-30

Filed2026-07-16

ASML

ASML HLDG NV

-45.49%

Shares145

Event2026-06-30

Filed2026-07-16

DFEM

DIMENSIONAL ETF TRUST

-50.00%

Shares7.1K

Event2026-06-30

Filed2026-07-16

UPS

UNITED PARCEL SVCS INC

-57.21%

Shares2.7K

Event2026-06-30

Filed2026-07-16

MET

METLIFE INC

-50.52%

Shares3.4K

Event2026-06-30

Filed2026-07-16

DFCF

DIMENSIONAL ETF TRUST

-50.00%

Shares6.8K

Event2026-06-30

Filed2026-07-16

TMO

THERMO FISHER SCIENTIFIC INC

-46.71%

Shares567

Event2026-06-30

Filed2026-07-16

IGSB

ISHARES TR

-45.23%

Shares5.4K

Event2026-06-30

Filed2026-07-16

ARES CAPITAL CORP

-41.53%

Shares15.2K

Event2026-06-30

Filed2026-07-16

USXF

ISHARES TR

-58.17%

Shares4.0K

Event2026-06-30

Filed2026-07-16

SCHO

SCHWAB STRATEGIC TR

-52.53%

Shares11.6K

Event2026-06-30

Filed2026-07-16

VTV

VANGUARD INDEX FDS

-48.77%

Shares1.3K

Event2026-06-30

Filed2026-07-16

ENERGY TRANSFER L P

-50.93%

Shares14.2K

Event2026-06-30

Filed2026-07-16

JPC

NUVEEN PFD & INCOME OPPORTUN

-50.33%

Shares34.3K

Event2026-06-30

Filed2026-07-16

CALF

PACER FDS TR

-50.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

BCAT

BLACKROCK CAP ALLOCATION TER

-50.00%

Shares16.6K

Event2026-06-30

Filed2026-07-16

CWST

CASELLA WASTE SYS INC

-52.40%

Shares2.7K

Event2026-06-30

Filed2026-07-16

NEAR

ISHARES U S ETF TR

-95.17%

Shares5.2K

Event2026-06-30

Filed2026-07-16

DFIC

DIMENSIONAL ETF TRUST

-50.00%

Shares7.1K

Event2026-06-30

Filed2026-07-16

MFC

MANULIFE FINL CORP

-50.53%

Shares6.5K

Event2026-06-30

Filed2026-07-16

XLG

INVESCO EXCHANGE TRADED FD T

-55.68%

Shares4.3K

Event2026-06-30

Filed2026-07-16

GNRC

GENERAC HLDGS INC

-49.78%

Shares895

Event2026-06-30

Filed2026-07-16

EBAY

EBAY INC.

-52.76%

Shares2.3K

Event2026-06-30

Filed2026-07-16

CGGR

CAPITAL GROUP GROWTH ETF

-49.03%

Shares5.5K

Event2026-06-30

Filed2026-07-16

QUANTA SVCS INC

-49.15%

Shares360

Event2026-06-30

Filed2026-07-16

SCHX

SCHWAB STRATEGIC TR

-33.38%

Shares8.8K

Event2026-06-30

Filed2026-07-16

CROWDSTRIKE HLDGS INC

-45.83%

Shares338

Event2026-06-30

Filed2026-07-16

NVBW

AIM ETF PRODUCTS TRUST

-50.00%

Shares7.2K

Event2026-06-30

Filed2026-07-16

EMGF

ISHARES INC

-50.81%

Shares3.5K

Event2026-06-30

Filed2026-07-16

EMB

ISHARES TR

-46.76%

Shares2.7K

Event2026-06-30

Filed2026-07-16

DTE

DTE ENERGY CO

-49.79%

Shares1.7K

Event2026-06-30

Filed2026-07-16

MSI

MOTOROLA SOLUTIONS INC

-52.18%

Shares615

Event2026-06-30

Filed2026-07-16

SUSC

ISHARES TR

-66.07%

Shares11.0K

Event2026-06-30

Filed2026-07-16

QQQH

NEOS ETF TRUST

-39.28%

Shares4.6K

Event2026-06-30

Filed2026-07-16

SHY

ISHARES TR

-39.73%

Shares3.1K

Event2026-06-30

Filed2026-07-16

LPLA

LPL FINL HLDGS INC

New

Shares899

Event2026-06-30

Filed2026-07-16

SGOV

ISHARES TR

New

Shares2.5K

Event2026-06-30

Filed2026-07-16

CCJ

CAMECO CORP

-51.76%

Shares2.5K

Event2026-06-30

Filed2026-07-16

VANGUARD SCOTTSDALE FDS

-50.46%

Shares2.1K

Event2026-06-30

Filed2026-07-16

EPD

ENTERPRISE PRODS PARTNERS L

-44.91%

Shares6.8K

Event2026-06-30

Filed2026-07-16

TOL

TOLL BROTHERS INC

-60.57%

Shares1.5K

Event2026-06-30

Filed2026-07-16

TJUL

INNOVATOR ETFS TRUST

-50.00%

Shares8.1K

Event2026-06-30

Filed2026-07-16

VGIT

VANGUARD SCOTTSDALE FDS

-46.01%

Shares4.1K

Event2026-06-30

Filed2026-07-16

ESGE

ISHARES INC

-56.72%

Shares4.4K

Event2026-06-30

Filed2026-07-16

OCTU

AIM ETF PRODUCTS TRUST

-50.00%

Shares7.9K

Event2026-06-30

Filed2026-07-16

SPACE EXPLORATION TECHN CORP

New

Shares1.4K

Event2026-06-30

Filed2026-07-16

SPHY

SPDR SERIES TRUST

New

Shares10.2K

Event2026-06-30

Filed2026-07-16

PGY

PAGAYA TECHNOLOGIES LTD

-66.19%

Shares13.1K

Event2026-06-30

Filed2026-07-16

COWG

PACER FDS TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-16

FVD

FIRST TR EXCHANGE-TRADED FD

-63.56%

Shares4.9K

Event2026-06-30

Filed2026-07-16

QALT

SEI EXCHANGE TRADED FUNDS

-53.59%

Shares8.9K

Event2026-06-30

Filed2026-07-16

IWM

ISHARES TR

-36.75%

Shares783

Event2026-06-30

Filed2026-07-16

OKE

ONEOK INC NEW

-47.28%

Shares2.7K

Event2026-06-30

Filed2026-07-16

FTQI

FIRST TR EXCHANGE TRADED FD

-37.66%

Shares10.6K

Event2026-06-30

Filed2026-07-16

MAYW

AIM ETF PRODUCTS TRUST

New

Shares6.7K

Event2026-06-30

Filed2026-07-16

XLSR

SSGA ACTIVE TR

-50.47%

Shares3.6K

Event2026-06-30

Filed2026-07-16

BMY

BRISTOL-MYERS SQUIBB CO

-50.95%

Shares4.0K

Event2026-06-30

Filed2026-07-16

JXN

JACKSON FINANCIAL INC

-78.42%

Shares2.2K

Event2026-06-30

Filed2026-07-16

PDI

PIMCO DYNAMIC INCOME FD

-57.74%

Shares13.8K

Event2026-06-30

Filed2026-07-16

HROW

HARROW INC

-61.15%

Shares5.4K

Event2026-06-30

Filed2026-07-16

SIXF

AIM ETF PRODUCTS TRUST

-50.00%

Shares6.7K

Event2026-06-30

Filed2026-07-16

KKR

KKR & CO INC

-40.80%

Shares2.5K

Event2026-06-30

Filed2026-07-16

TDTT

FLEXSHARES TR

-15.25%

Shares9.6K

Event2026-06-30

Filed2026-07-16

CMI

CUMMINS INC

-48.88%

Shares319

Event2026-06-30

Filed2026-07-16

XHB

SPDR SERIES TRUST

-49.97%

Shares2.0K

Event2026-06-30

Filed2026-07-16

ARM

ARM HOLDINGS PLC

-81.01%

Shares637

Event2026-06-30

Filed2026-07-16

XLF

SELECT SECTOR SPDR TR

-48.64%

Shares4.1K

Event2026-06-30

Filed2026-07-16

GSIE

GOLDMAN SACHS ETF TR

-59.25%

Shares4.8K

Event2026-06-30

Filed2026-07-16

SPBW

AIM ETF PRODUCTS TRUST

-50.00%

Shares7.5K

Event2026-06-30

Filed2026-07-16

PSFD

PACER FDS TR

-50.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

HDV

ISHARES TR

198.23%

Shares7.8K

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

New

Shares709

Event2026-06-30

Filed2026-07-16

HRL

HORMEL FOODS CORP

-50.41%

Shares8.3K

Event2026-06-30

Filed2026-07-16

DEERE & CO

-32.29%

Shares325

Event2026-06-30

Filed2026-07-16

FSMB

FIRST TR EXCH TRADED FD III

-50.00%

Shares10.3K

Event2026-06-30

Filed2026-07-16

DFSD

DIMENSIONAL ETF TRUST

-50.00%

Shares4.3K

Event2026-06-30

Filed2026-07-16

ITB

ISHARES TR

-50.23%

Shares1.9K

Event2026-06-30

Filed2026-07-16

ADVANCED ENERGY INDS

-50.00%

Shares546

Event2026-06-30

Filed2026-07-16

BNDX

VANGUARD CHARLOTTE FDS

-74.04%

Shares4.2K

Event2026-06-30

Filed2026-07-16

TRAVELERS COMPANIES INC

-46.69%

Shares612

Event2026-06-30

Filed2026-07-16

SDY

SPDR SERIES TRUST

-50.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

IVVM

BLACKROCK ETF TRUST II

-50.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

COLGATE PALMOLIVE CO

-49.48%

Shares2.2K

Event2026-06-30

Filed2026-07-16

CRK

COMSTOCK RES INC

-63.61%

Shares13.4K

Event2026-06-30

Filed2026-07-16

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI

-49.65%

Shares19.2K

Event2026-06-30

Filed2026-07-16

QXO

QXO INC

New

Shares10.8K

Event2026-06-30

Filed2026-07-16

NVG

NUVEEN AMT FREE MUN CR INC F

-49.91%

Shares14.0K

Event2026-06-30

Filed2026-07-16

BBDC

BARINGS BDC INC

-49.08%

Shares19.7K

Event2026-06-30

Filed2026-07-16

GOF

GUGGENHEIM STRATEGIC OPPORTU

-72.18%

Shares13.4K

Event2026-06-30

Filed2026-07-16

BRSP

BRIGHTSPIRE CAPITAL INC

-50.00%

Shares16.8K

Event2026-06-30

Filed2026-07-16

NGEN

NERVGEN PHARMA CORP

-22.97%

Shares28.5K

Event2026-06-30

Filed2026-07-16

KOPN

KOPIN CORP

-50.00%

Shares10.9K

Event2026-06-30

Filed2026-07-16

DDD

3D SYS CORP DEL

-66.67%

Shares10.0K

Event2026-06-30

Filed2026-07-16

AMTX

AEMETIS INC

-61.59%

Shares14.1K

Event2026-06-30

Filed2026-07-16

PROP

PRAIRIE OPER CO

-50.00%

Shares25.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

MRVL Call CallMARVELL TECHNOLOGY INC100 sharesnew addition2026-06-302026-07-16

PATH Call CallUIPATH INC700 shares75.00%2026-06-302026-07-16

MRVL Call

MARVELL TECHNOLOGY INC

New

Shares100

Event2026-06-30

Filed2026-07-16

PATH Call

UIPATH INC

75.00%

Shares700

Event2026-06-30

Filed2026-07-16

Put Option Holdings

FXE Put PutINVESCO CURRENCYSHARES EURO2.0K sharesnew addition2026-06-302026-07-16

FXE Put

INVESCO CURRENCYSHARES EURO

New

Shares2.0K

Event2026-06-30

Filed2026-07-16