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The Analysis of Red Tortoise LLC's Holdings & P&L

Currently, Red Tortoise LLC holds 590 types of securities in its portfolio with a total value $238.1M. In the most recent quarter, they have increased their positions in BND (+36.9K shares, valued at $2.7M), SCHO (+35.4K shares, valued at $859.9K), SCHZ (+18.7K shares, valued at $434.2K); decreased their positions in VGLT (-6.9K shares, valued at $383.5K), IEFA (-3.1K shares, valued at $279.3K), SCHE (-6.5K shares, valued at $214.6K); initiated new positions in SRG (+33.3K shares, valued at $93.6K), AMH (+1.3K shares, valued at $37.2K), BIV (+274 shares, valued at $21.1K).

1M P&L

+7.0M+2.90%

3M P&L

+6.1M+2.49%

HY P&L

+25.9M+11.61%

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/A219.5M

94.8%

2Software - Infrastructure1.6M

0.7%

3Gold1.5M

0.6%

Top Industries by Stock Count

1N/A129 stocks

23.6%

2Banks - Regional18 stocks

3.3%

3Software - Application15 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB INTERNATIONAL EQUITY ETF1.1M shares0.67%2026-03-312026-04-21

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF456.2K shares-0.30%2026-03-312026-04-21

IVV ISHARES CORE S&P 500 ETF18.9K shares-0.92%2026-03-312026-04-21

SCHE SCHWAB EMERGING MARKETS EQUITY ETF308.1K shares-2.07%2026-03-312026-04-21

IEFA ISHARES CORE MSCI EAFE ETF92.3K shares-3.23%2026-03-312026-04-21

VGLT VANGUARD LONG-TERM TREASURY ETF139.5K shares-4.73%2026-03-312026-04-21

SCHX SCHWAB U.S. LARGE-CAP ETF286.6K shares0.59%2026-03-312026-04-21

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF254.2K shares-0.73%2026-03-312026-04-21

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF30.1K shares0.34%2026-03-312026-04-21

SCHO SCHWAB SHORT-TERM US TREASURY ETF265.0K shares15.44%2026-03-312026-04-21

VTV VANGUARD VALUE ETF28.0K shares-0.48%2026-03-312026-04-21

DGRO ISHARES CORE DIVIDEND GROWTH ETF75.2K shares-0.33%2026-03-312026-04-21

QUAL ISHARES MSCI USA QUALITY FACTOR ETF25.2K shares-1.78%2026-03-312026-04-21

VEA VANGUARD FTSE DEVELOPED MARKETS ETF70.8K shares-0.16%2026-03-312026-04-21

BND VANGUARD TOTAL BOND MARKET ETF61.2K shares152.50%2026-03-312026-04-21

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF70.8K shares0.26%2026-03-312026-04-21

Sponsored

SCHZ SCHWAB US AGGREGATE BOND ETF148.4K shares14.42%2026-03-312026-04-21

SCHP SCHWAB US TIPS ETF122.8K shares-0.17%2026-03-312026-04-21

ACWX ISHARES MSCI ACWI EX U.S. ETF47.0K shares0.00%2026-03-312026-04-21

IWB ISHARES RUSSELL 1000 ETF7.8K shares0.09%2026-03-312026-04-21

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF39.9K shares-1.42%2026-03-312026-04-21

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF39.8K shares-1.23%2026-03-312026-04-21

SCHB SCHWAB U.S. BROAD MARKET ETF98.3K shares-3.75%2026-03-312026-04-21

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF63.2K shares0.40%2026-03-312026-04-21

Sponsored

DFIV DFA INTERNATIONAL VALUE ETF45.4K shares0.16%2026-03-312026-04-21

DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF48.9K shares0.48%2026-03-312026-04-21

VBR VANGUARD SMALL CAP VALUE ETF10.0K shares0.53%2026-03-312026-04-21

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF18.8K shares-2.06%2026-03-312026-04-21

VWO VANGUARD FTSE EMERGING MARKETS ETF35.3K shares-1.52%2026-03-312026-04-21

VTEB VANGUARD TAX-EXEMPT BOND ETF37.9K shares-2.93%2026-03-312026-04-21

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF12.7K shares-3.08%2026-03-312026-04-21

IWM ISHARES RUSSELL 2000 ETF6.7K shares-2.12%2026-03-312026-04-21

Sponsored

EEM ISHARES MSCI EMERGING MARKETS ETF29.1K shares0.00%2026-03-312026-04-21

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF23.2K shares0.07%2026-03-312026-04-21

IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND48.9K shares2.69%2026-03-312026-04-21

SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF58.0K shares-2.86%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD COM7.3K shares0.00%2026-03-312026-04-21

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST31.1K shares0.00%2026-03-312026-04-21

AAPL APPLE INC COM5.7K shares0.00%2026-03-312026-04-21

VTWO VANGUARD RUSSELL 2000 ETF14.0K shares1.84%2026-03-312026-04-21

Sponsored

SPY STATE STREET SPDR S&P 500 ETF2.1K shares0.05%2026-03-312026-04-21

VGSH VANGUARD SHORT-TERM TREASURY ETF22.8K shares0.49%2026-03-312026-04-21

EFA ISHARES MSCI EAFE ETF13.7K shares-0.03%2026-03-312026-04-21

FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF46.7K shares-0.14%2026-03-312026-04-21

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND16.1K shares0.15%2026-03-312026-04-21

MSFT MICROSOFT CORP COM3.2K shares-0.12%2026-03-312026-04-21

XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF4.6K shares0.04%2026-03-312026-04-21

VEGI ISHARES MSCI AGRICULTURE PRODUCERS ETF25.0K shares0.00%2026-03-312026-04-21

Sponsored

AGG ISHARES CORE U.S. AGGREGATE BOND ETF11.1K shares0.64%2026-03-312026-04-21

SCHA SCHWAB U.S. SMALL-CAP ETF37.7K shares0.01%2026-03-312026-04-21

AMZN AMAZON COM INC COM5.3K shares-0.27%2026-03-312026-04-21

SCHK SCHWAB 1000 INDEX ETF33.2K shares-0.25%2026-03-312026-04-21

SIVR ABRDN PHYSICAL SILVER SHARES ETF14.3K shares0.00%2026-03-312026-04-21

ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF13.7K shares0.00%2026-03-312026-04-21

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF17.9K shares0.00%2026-03-312026-04-21

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C3.0K shares1.28%2026-03-312026-04-21

Sponsored

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF8.0K shares-2.08%2026-03-312026-04-21

INVESCO RAFI EMERGING MARKETS ETF INVESCO RAFI EMERGING MARKETS ETF27.1K shares-3.47%2026-03-312026-04-21

REMX VANECK RARE EARTH AND STRATEGIC METALS ETF7.8K shares0.00%2026-03-312026-04-21

IWP ISHARES RUSSELL MID-CAP GROWTH ETF5.3K shares-0.38%2026-03-312026-04-21

URA GLOBAL X URANIUM ETF13.8K shares4.21%2026-03-312026-04-21

ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF7.2K shares-1.13%2026-03-312026-04-21

IWS ISHARES RUSSELL MID-CAP VALUE ETF4.3K shares-0.60%2026-03-312026-04-21

EFV ISHARES MSCI EAFE VALUE ETF8.0K shares0.00%2026-03-312026-04-21

Sponsored

ILCG ISHARES MORNINGSTAR GROWTH ETF6.0K shares-0.56%2026-03-312026-04-21

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF6.0K shares0.77%2026-03-312026-04-21

DVY ISHARES SELECT DIVIDEND ETF3.6K shares0.11%2026-03-312026-04-21

NVDA NVIDIA CORPORATION COM3.1K shares0.64%2026-03-312026-04-21

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I909 shares0.11%2026-03-312026-04-21

VIG VANGUARD DIVIDEND APPRECIATION ETF2.4K shares0.25%2026-03-312026-04-21

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.7K shares0.00%2026-03-312026-04-21

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF17.5K shares0.40%2026-03-312026-04-21

Sponsored

ORCL ORACLE CORP COM2.7K shares0.00%2026-03-312026-04-21

VTI VANGUARD TOTAL STOCK MARKET ETF1.2K shares0.25%2026-03-312026-04-21

VONE VANGUARD RUSSELL 1000 ETF1.3K shares0.15%2026-03-312026-04-21

QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND3.8K shares0.27%2026-03-312026-04-21

VCR VANGUARD CONSUMER DISCRETIONARY ETF812 shares-0.85%2026-03-312026-04-21

IWO ISHARES RUSSELL 2000 GROWTH ETF888 shares-0.45%2026-03-312026-04-21

BSV VANGUARD SHORT-TERM BOND ETF3.3K shares5.49%2026-03-312026-04-21

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF424 shares0.24%2026-03-312026-04-21

Sponsored

SCZ ISHARES MSCI EAFE SMALL-CAP ETF3.0K shares0.00%2026-03-312026-04-21

APP APPLOVIN CORP COM CL A550 shares0.00%2026-03-312026-04-21

DFSI DFA INTERNATIONAL SUSTAINABILITY CORE 1 ETF5.1K shares-18.61%2026-03-312026-04-21

TIP ISHARES TIPS BOND ETF1.8K shares-0.97%2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR5.6K shares0.00%2026-03-312026-04-21

DFAT DFA U.S. TARGETED VALUE ETF3.2K shares0.00%2026-03-312026-04-21

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF4.8K shares0.00%2026-03-312026-04-21

DFAS DFA U.S. SMALL CAP ETF2.7K shares0.00%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC CL A334 shares0.00%2026-03-312026-04-21

BROADCOM INC COM BROADCOM INC COM598 shares0.17%2026-03-312026-04-21

SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF5.8K shares0.59%2026-03-312026-04-21

BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF7.6K shares16.41%2026-03-312026-04-21

VFH VANGUARD FINANCIALS ETF1.5K shares0.33%2026-03-312026-04-21

IJR ISHARES CORE S&P SMALL CAP ETF1.5K shares-2.65%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW376 shares0.00%2026-03-312026-04-21

WMT WALMART INC COM1.4K shares0.00%2026-03-312026-04-21

Sponsored

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF3.5K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP COM903 shares0.11%2026-03-312026-04-21

IWN ISHARES RUSSELL 2000 VALUE ETF791 shares0.25%2026-03-312026-04-21

IVW ISHARES S&P 500 GROWTH ETF1.3K shares0.00%2026-03-312026-04-21

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF1.6K shares0.83%2026-03-312026-04-21

IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF1.2K shares0.35%2026-03-312026-04-21

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF661 shares0.46%2026-03-312026-04-21

PG PROCTER & GAMBLE CO COM867 shares0.00%2026-03-312026-04-21

Sponsored

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF3.8K shares-8.75%2026-03-312026-04-21

V VISA INC COM CL A403 shares0.25%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO COM411 shares-0.24%2026-03-312026-04-21

KLAC KLA CORP COM NEW79 shares0.00%2026-03-312026-04-21

VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF1.1K shares0.54%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON COM455 shares0.00%2026-03-312026-04-21

YUM YUM BRANDS INC COM683 shares0.00%2026-03-312026-04-21

SCHD SCHWAB US DIVIDEND EQUITY ETF3.3K shares0.54%2026-03-312026-04-21

Sponsored

SRG SERITAGE GROWTH PPTYS CL A33.3K sharesnew addition2026-03-312026-04-21

FCBC FIRST CMNTY BANKSHARES INC VA COM2.1K shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC. COM870 shares0.00%2026-03-312026-04-21

T AT&T INC COM2.8K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION COM81 shares0.00%2026-03-312026-04-21

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF958 shares0.00%2026-03-312026-04-21

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND1.4K shares0.85%2026-03-312026-04-21

LOW LOWES COS INC COM310 shares-0.96%2026-03-312026-04-21

Sponsored

MUB ISHARES NATIONAL MUNI BOND ETF679 shares0.44%2026-03-312026-04-21

DFSE DFA EMERGING MARKETS SUSTAINABILITY CORE 1 ETF1.7K shares-10.16%2026-03-312026-04-21

INVH INVITATION HOMES INC COM2.8K shares419.81%2026-03-312026-04-21

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF753 shares0.67%2026-03-312026-04-21

HCA HCA HEALTHCARE INC COM138 shares-8.00%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC COM554 shares0.00%2026-03-312026-04-21

SPHQ INVESCO S&P 500 QUALITY ETF829 shares0.36%2026-03-312026-04-21

QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND783 shares0.00%2026-03-312026-04-21

Sponsored

CSCO CISCO SYS INC COM784 shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP COM249 shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC COM310 shares-4.32%2026-03-312026-04-21

RTX RTX CORPORATION COM296 shares0.00%2026-03-312026-04-21

SHEL SHELL PLC SPON ADS611 shares0.16%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS COM226 shares-1.31%2026-03-312026-04-21

AVAV AEROVIRONMENT INC COM274 shares0.00%2026-03-312026-04-21

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF989 shares0.41%2026-03-312026-04-21

Sponsored

ADP AUTOMATIC DATA PROCESSING INC COM234 shares-3.31%2026-03-312026-04-21

KO COCA COLA CO COM573 shares0.00%2026-03-312026-04-21

VV VANGUARD LARGE-CAP ETF141 shares0.00%2026-03-312026-04-21

SATS ECHOSTAR CORP CL A346 shares0.00%2026-03-312026-04-21

BAC BANK OF AMER CORP COM830 shares0.00%2026-03-312026-04-21

A AGILENT TECHNOLOGIES INC COM353 shares0.00%2026-03-312026-04-21

APH AMPHENOL CORP CL A300 shares0.00%2026-03-312026-04-21

AMH AMERICAN HOMES 4 RENT CL A1.3K sharesnew addition2026-03-312026-04-21

Sponsored

VRT VERTIV HOLDINGS CO COM CL A147 shares0.00%2026-03-312026-04-21

BKR BAKER HUGHES COMPANY CL A592 shares0.00%2026-03-312026-04-21

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A179 shares0.00%2026-03-312026-04-21

PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF390 shares0.00%2026-03-312026-04-21

YUMC YUM CHINA HLDGS INC COM682 shares0.00%2026-03-312026-04-21

MERCK & CO INC COM MERCK & CO INC COM267 shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC COM192 shares0.00%2026-03-312026-04-21

NVS NOVARTIS AG SPONSORED ADR207 shares0.00%2026-03-312026-04-21

Sponsored

NKE NIKE INC CL B596 shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC COM36 shares0.00%2026-03-312026-04-21

GILD GILEAD SCIENCES INC COM224 shares0.00%2026-03-312026-04-21

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF279 shares0.36%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC COM149 shares0.00%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC COM88 shares131.58%2026-03-312026-04-21

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF245 shares0.00%2026-03-312026-04-21

DHR DANAHER CORP DEL COM153 shares0.00%2026-03-312026-04-21

Sponsored

MS MORGAN STANLEY COM NEW176 shares0.00%2026-03-312026-04-21

INVESCO RAFI US 1500 SMALL-MID ETF INVESCO RAFI US 1500 SMALL-MID ETF625 shares0.00%2026-03-312026-04-21

NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL521 shares0.00%2026-03-312026-04-21

MMKT TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF280 shares0.00%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION COM481 shares0.00%2026-03-312026-04-21

WFC WELLS FARGO & CO COM336 shares0.00%2026-03-312026-04-21

SYF SYNCHRONY FINANCIAL COM392 shares0.26%2026-03-312026-04-21

HD HOME DEPOT INC COM81 shares0.00%2026-03-312026-04-21

Sponsored

CITIGROUP INC COM NEW CITIGROUP INC COM NEW233 shares0.00%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC COM91 shares0.00%2026-03-312026-04-21

WSM WILLIAMS SONOMA INC COM144 shares0.00%2026-03-312026-04-21

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW455 shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC COM96 shares14.29%2026-03-312026-04-21

ALL ALLSTATE CORP COM124 shares0.00%2026-03-312026-04-21

EVRG EVERGY INC COM312 shares0.00%2026-03-312026-04-21

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF541 shares0.00%2026-03-312026-04-21

Sponsored

ADI ANALOG DEVICES INC COM79 shares0.00%2026-03-312026-04-21

DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF255 shares0.00%2026-03-312026-04-21

SBUX STARBUCKS CORP COM276 shares0.00%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP COM525 shares133.33%2026-03-312026-04-21

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF401 shares0.00%2026-03-312026-04-21

EXPD EXPEDITORS INTL WASH INC COM169 shares0.00%2026-03-312026-04-21

TSLA TESLA INC COM65 shares0.00%2026-03-312026-04-21

IVE ISHARES S&P 500 VALUE ETF112 shares0.90%2026-03-312026-04-21

Sponsored

HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF721 shares0.42%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC COM27 shares0.00%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC SHS55 shares1.85%2026-03-312026-04-21

DINO HF SINCLAIR CORP COM364 shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION COM109 shares0.00%2026-03-312026-04-21

VST VISTRA CORP COM149 shares0.00%2026-03-312026-04-21

EXE EXPAND ENERGY CORPORATION COM202 shares0.00%2026-03-312026-04-21

PEP PEPSICO INC COM142 shares0.00%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM63 shares0.00%2026-03-312026-04-21

NRG NRG ENERGY INC COM NEW146 shares0.00%2026-03-312026-04-21

LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF521 shares0.00%2026-03-312026-04-21

BIV VANGUARD INTERMEDIATE-TERM BOND ETF274 sharesnew addition2026-03-312026-04-21

DHI D R HORTON INC COM154 shares0.00%2026-03-312026-04-21

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF171 shares0.00%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP COM167 shares0.00%2026-03-312026-04-21

SNEX STONEX GROUP INC COM244 shares49.69%2026-03-312026-04-21

Sponsored

HBAN HUNTINGTON BANCSHARES INC COM1.2K shares0.89%2026-03-312026-04-21

CHRW C H ROBINSON WORLDWIDE IN COM NEW117 shares0.00%2026-03-312026-04-21

PMMF ISHARES PRIME MONEY MARKET ETF192 shares0.00%2026-03-312026-04-21

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW90 shares0.00%2026-03-312026-04-21

PWR QUANTA SVCS INC COM35 shares0.00%2026-03-312026-04-21

NEM NEWMONT CORP COM177 shares0.00%2026-03-312026-04-21

HAL HALLIBURTON CO COM488 shares0.41%2026-03-312026-04-21

CM CANADIAN IMPERIAL BANK OF COMM COM200 shares0.00%2026-03-312026-04-21

Sponsored

CRF CORNERSTONE TOTAL RETURN FD COM2.7K shares0.00%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP COM27 shares0.00%2026-03-312026-04-21

WBS WEBSTER FINL CORP COM257 shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW COM112 shares0.90%2026-03-312026-04-21

BDX BECTON DICKINSON & CO COM112 shares0.00%2026-03-312026-04-21

NVO NOVO-NORDISK A S ADR476 shares0.00%2026-03-312026-04-21

LINDE PLC SHS LINDE PLC SHS35 shares0.00%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC CL B176 shares1.73%2026-03-312026-04-21

Sponsored

CVS CVS HEALTH CORP COM236 shares0.85%2026-03-312026-04-21

EQT CORP COM EQT CORP COM265 shares0.00%2026-03-312026-04-21

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF118 shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC COM333 shares34.82%2026-03-312026-04-21

ABBV ABBVIE INC COM75 shares0.00%2026-03-312026-04-21

INTC INTEL CORP COM369 shares32.73%2026-03-312026-04-21

TDG TRANSDIGM GROUP INC COM14 shares0.00%2026-03-312026-04-21

LQDW ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF669 shares1.67%2026-03-312026-04-21

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WELL WELLTOWER INC COM81 shares0.00%2026-03-312026-04-21

HQY HEALTHEQUITY INC COM190 shares0.00%2026-03-312026-04-21

AME AMETEK INC COM73 shares0.00%2026-03-312026-04-21

GE AEROSPACE COM NEW GE AEROSPACE COM NEW55 shares0.00%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP COM198 shares0.00%2026-03-312026-04-21

VT VANGUARD TOTAL WORLD STOCK ETF110 shares0.00%2026-03-312026-04-21

RPRX ROYALTY PHARMA PLC SHS CLASS A317 shares0.00%2026-03-312026-04-21

STT STATE STR CORP COM119 shares0.00%2026-03-312026-04-21

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TMUS T-MOBILE US INC COM71 shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC COM158 shares0.00%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE INC COM93 shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW109 shares0.00%2026-03-312026-04-21

FHN FIRST HORIZON CORPORATION COM621 shares0.00%2026-03-312026-04-21

MEDTRONIC PLC SHS MEDTRONIC PLC SHS162 shares0.00%2026-03-312026-04-21

WAB WABTEC COM56 shares0.00%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP COM148 shares0.00%2026-03-312026-04-21

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ORLY OREILLY AUTOMOTIVE INC COM150 shares0.00%2026-03-312026-04-21

EATON CORP PLC SHS EATON CORP PLC SHS38 shares0.00%2026-03-312026-04-21

BIIB BIOGEN INC COM74 shares-7.50%2026-03-312026-04-21

COP CONOCOPHILLIPS COM102 shares0.00%2026-03-312026-04-21

HEI HEICO CORP NEW COM49 shares0.00%2026-03-312026-04-21

SHOP SHOPIFY INC CL A SUB VTG SHS110 shares0.00%2026-03-312026-04-21

AIG AMERICAN INTL GROUP INC COM NEW173 shares0.00%2026-03-312026-04-21

CME CME GROUP INC COM44 shares0.00%2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO COM134 shares0.00%2026-03-312026-04-21

VB VANGUARD SMALL-CAP ETF49 shares0.00%2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC COM42 shares0.00%2026-03-312026-04-21

SPGI S&P GLOBAL INC COM30 shares0.00%2026-03-312026-04-21

CB CHUBB LTD SWITZ COM39 shares0.00%2026-03-312026-04-21

SRRK SCHOLAR ROCK HLDG CORP COM256 shares0.00%2026-03-312026-04-21

EQIX EQUINIX INC COM13 shares0.00%2026-03-312026-04-21

ES EVERSOURCE ENERGY COM181 shares0.00%2026-03-312026-04-21

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PANW PALO ALTO NETWORKS INC COM78 shares0.00%2026-03-312026-04-21

DAL DELTA AIR LINES INC COM NEW188 shares0.53%2026-03-312026-04-21

EW EDWARDS LIFESCIENCES CORP COM155 shares0.00%2026-03-312026-04-21

HOOD ROBINHOOD MKTS INC COM CL A178 shares0.00%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC COM61 shares0.00%2026-03-312026-04-21

CAT CATERPILLAR INC COM17 shares0.00%2026-03-312026-04-21

LSTR LANDSTAR SYS INC COM75 shares0.00%2026-03-312026-04-21

NXPI NXP SEMICONDUCTORS N V COM61 shares1.67%2026-03-312026-04-21

Sponsored

IDXX IDEXX LABS INC COM21 shares0.00%2026-03-312026-04-21

IQV IQVIA HLDGS INC COM69 shares0.00%2026-03-312026-04-21

RS RELIANCE INC COM36 shares0.00%2026-03-312026-04-21

FNB F N B CORP COM654 shares0.00%2026-03-312026-04-21

PERIMETER SOLUTIONS INC COMMON STOCK PERIMETER SOLUTIONS INC COMMON STOCK446 shares0.00%2026-03-312026-04-21

IVZ INVESCO LTD SHS446 shares0.00%2026-03-312026-04-21

MTB M & T BK CORP COM52 shares0.00%2026-03-312026-04-21

VIRT VIRTU FINL INC CL A244 shares0.00%2026-03-312026-04-21

Sponsored

MMM 3M CO COM73 shares0.00%2026-03-312026-04-21

PII POLARIS INC COM193 shares1.58%2026-03-312026-04-21

CNO CNO FINL GROUP INC COM255 shares0.00%2026-03-312026-04-21

PNW PINNACLE WEST CAP CORP COM102 shares0.00%2026-03-312026-04-21

CNX CNX RES CORP COM266 shares0.00%2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW COM391 shares0.00%2026-03-312026-04-21

AZO AUTOZONE INC COM3 shares0.00%2026-03-312026-04-21

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM129 shares0.00%2026-03-312026-04-21

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CBOE CBOE GLOBAL MKTS INC COM36 shares0.00%2026-03-312026-04-21

HMN HORACE MANN EDUCATORS CORP NEW COM235 shares0.00%2026-03-312026-04-21

WST WEST PHARMACEUTICAL SVSC INC COM40 shares0.00%2026-03-312026-04-21

CDNS CADENCE DESIGN SYSTEM INC COM36 shares0.00%2026-03-312026-04-21

FR FIRST INDL RLTY TR INC COM172 shares0.00%2026-03-312026-04-21

NOW SERVICENOW INC COM95 shares0.00%2026-03-312026-04-21

PBF PBF ENERGY INC CL A208 shares0.00%2026-03-312026-04-21

AR ANTERO RESOURCES CORP COM233 shares0.00%2026-03-312026-04-21

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PRG PROG HOLDINGS INC COM NPV345 shares0.58%2026-03-312026-04-21

GNRC GENERAC HLDGS INC COM50 shares0.00%2026-03-312026-04-21

ELAN ELANCO ANIMAL HEALTH INC COM408 shares0.00%2026-03-312026-04-21

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A159 shares0.00%2026-03-312026-04-21

PFE PFIZER INC COM346 shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO COM32 shares0.00%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP COM16 shares0.00%2026-03-312026-04-21

IRM IRON MTN INC DEL COM94 shares0.00%2026-03-312026-04-21

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BRO BROWN & BROWN INC COM147 shares0.00%2026-03-312026-04-21

IWF ISHARES RUSSELL 1000 GROWTH ETF22 shares0.00%2026-03-312026-04-21

AGO ASSURED GUARANTY LTD COM114 shares0.00%2026-03-312026-04-21

DOW DOW HLDGS INC COM222 shares0.00%2026-03-312026-04-21

SNPS SYNOPSYS INC COM23 shares0.00%2026-03-312026-04-21

MTD METTLER TOLEDO INTERNATIONAL COM7 shares0.00%2026-03-312026-04-21

CTAS CINTAS CORP COM52 shares0.00%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC COM67 shares0.00%2026-03-312026-04-21

Sponsored

ROL ROLLINS INC COM163 shares0.00%2026-03-312026-04-21

PKG PACKAGING CORP AMER COM41 shares0.00%2026-03-312026-04-21

AUB ATLANTIC UN BANKSHARES CORP COM243 shares0.00%2026-03-312026-04-21

ZBH ZIMMER BIOMET HOLDINGS INC COM95 shares0.00%2026-03-312026-04-21

SOUTHSTATE BK CORP COM SOUTHSTATE BK CORP COM93 shares0.00%2026-03-312026-04-21

SCI SERVICE CORP INTL COM103 shares0.00%2026-03-312026-04-21

ATO ATMOS ENERGY CORP COM46 shares0.00%2026-03-312026-04-21

O REALTY INCOME CORP COM138 shares0.00%2026-03-312026-04-21

Sponsored

NEOG NEOGEN CORP COM906 shares0.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO COM138 shares0.00%2026-03-312026-04-21

LKQ LKQ CORP COM284 shares0.00%2026-03-312026-04-21

IEX IDEX CORP COM44 shares0.00%2026-03-312026-04-21

ETR ENTERGY CORP NEW COM74 shares0.00%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC COM24 shares0.00%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP COM45 shares0.00%2026-03-312026-04-21

VTR VENTAS INC COM100 shares0.00%2026-03-312026-04-21

Sponsored

FCX FREEPORT MCMORAN INC CL B138 shares0.00%2026-03-312026-04-21

ABT ABBOTT LABORATORIES COM78 shares-22.77%2026-03-312026-04-21

NDAQ NASDAQ INC COM93 shares0.00%2026-03-312026-04-21

PAYX PAYCHEX INC COM85 shares0.00%2026-03-312026-04-21

WMB WILLIAMS COS INC COM106 shares0.00%2026-03-312026-04-21

MLM MARTIN MARIETTA MATLS INC COM13 shares0.00%2026-03-312026-04-21

GPRE GREEN PLAINS INC COM465 shares0.00%2026-03-312026-04-21

AMT AMERICAN TOWER CORP COM44 shares0.00%2026-03-312026-04-21

Sponsored

XEL XCEL ENERGY INC COM95 shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORP COM24 shares0.00%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC COM43 shares0.00%2026-03-312026-04-21

BTU PEABODY ENERGY CORP COM226 shares0.00%2026-03-312026-04-21

ODFL OLD DOMINION FREIGHT LINE INC COM38 shares0.00%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INC. COM114 shares0.00%2026-03-312026-04-21

BA BOEING CO COM36 shares0.00%2026-03-312026-04-21

BUNGE GLOBAL SA COM SHS BUNGE GLOBAL SA COM SHS56 shares0.00%2026-03-312026-04-21

Sponsored

DIOD DIODES INC COM104 shares0.00%2026-03-312026-04-21

TRU TRANSUNION COM102 shares0.00%2026-03-312026-04-21

LGND LIGAND PHARMACEUTICALS INC COM NEW35 shares0.00%2026-03-312026-04-21

REGN REGENERON PHARMACEUTICALS COM9 shares0.00%2026-03-312026-04-21

NFG NATIONAL FUEL GAS CO COM74 shares0.00%2026-03-312026-04-21

RLAY RELAY THERAPEUTICS INC COM698 shares0.00%2026-03-312026-04-21

FAST FASTENAL CO COM148 shares0.00%2026-03-312026-04-21

GM GENERAL MTRS CO COM92 shares0.00%2026-03-312026-04-21

Sponsored

ROIV ROIVANT SCIENCES LTD SHS241 shares0.00%2026-03-312026-04-21

HSY HERSHEY CO COM32 shares0.00%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL COM198 shares0.00%2026-03-312026-04-21

ACGL ARCH CAP GROUP LTD ORD69 shares0.00%2026-03-312026-04-21

L LOEWS CORP COM62 shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC COM100 shares0.00%2026-03-312026-04-21

ARMOUR RESIDENTIAL REIT INC COM SHS ARMOUR RESIDENTIAL REIT INC COM SHS390 shares0.00%2026-03-312026-04-21

CHTR CHARTER COMMUNICATIONS INC CL A30 shares0.00%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO COM7 shares0.00%2026-03-312026-04-21

PHM PULTE GROUP INC COM54 shares0.00%2026-03-312026-04-21

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM64 shares0.00%2026-03-312026-04-21

IMVT IMMUNOVANT INC COM242 shares0.00%2026-03-312026-04-21

LIBERTY MEDIA CORP DEL COM LBTY ONE S C LIBERTY MEDIA CORP DEL COM LBTY ONE S C70 shares0.00%2026-03-312026-04-21

SSNC SS&C TECH HLDGS COM87 shares0.00%2026-03-312026-04-21

TOL TOLL BROTHERS INC COM43 shares0.00%2026-03-312026-04-21

APGE APOGEE THERAPEUTICS INC COM69 shares0.00%2026-03-312026-04-21

Sponsored

EMN EASTMAN CHEM CO COM76 shares0.00%2026-03-312026-04-21

GDDY GODADDY INC CL A70 shares0.00%2026-03-312026-04-21

UAA UNDER ARMOUR INC CL A958 shares0.00%2026-03-312026-04-21

FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A3 shares0.00%2026-03-312026-04-21

JCI JOHNSON CTLS INTL PLC SHS43 shares0.00%2026-03-312026-04-21

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF45 shares0.00%2026-03-312026-04-21

CUBE CUBESMART COM153 shares0.00%2026-03-312026-04-21

RGLD ROYAL GOLD INC COM22 shares0.00%2026-03-312026-04-21

Sponsored

CRK COMSTOCK RES INC COM265 shares0.00%2026-03-312026-04-21

FVR FRONTVIEW REIT INC COM348 shares0.00%2026-03-312026-04-21

IT GARTNER INC COM34 shares0.00%2026-03-312026-04-21

F FORD MTR CO COM466 shares0.00%2026-03-312026-04-21

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -66 shares0.00%2026-03-312026-04-21

HP HELMERICH & PAYNE INC COM147 shares0.00%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC COM328 shares0.00%2026-03-312026-04-21

LUV SOUTHWEST AIRLS CO COM138 shares0.00%2026-03-312026-04-21

Sponsored

AXL DAUCH CORP COM869 shares0.00%2026-03-312026-04-21

EXR EXTRA SPACE STORAGE INC COM39 shares0.00%2026-03-312026-04-21

LAUR LAUREATE ED INC COMMON STOCK146 shares0.00%2026-03-312026-04-21

IRDM IRIDIUM COMMUNICATIONS INC COM181 shares0.00%2026-03-312026-04-21

MAS MASCO CORP COM83 shares0.00%2026-03-312026-04-21

USB US BANCORP COM NEW96 shares0.00%2026-03-312026-04-21

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM162 shares125.00%2026-03-312026-04-21

JXN JACKSON FINANCIAL INC COM CL A47 shares0.00%2026-03-312026-04-21

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC COM150 shares0.00%2026-03-312026-04-21

FIS FIDELITY NATL INFORMATION SVCS COM102 shares0.99%2026-03-312026-04-21

URBN URBAN OUTFITTERS INC COM75 shares0.00%2026-03-312026-04-21

BMRC BANK OF MARIN BANCORP COM185 shares0.00%2026-03-312026-04-21

RDN RADIAN GROUP INC COM143 shares0.00%2026-03-312026-04-21

RVTY REVVITY INC COM53 shares0.00%2026-03-312026-04-21

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF56 shares0.00%2026-03-312026-04-21

TXG 10X GENOMICS INC CL A COM217 shares0.00%2026-03-312026-04-21

Sponsored

TECH BIO-TECHNE CORP COM88 shares0.00%2026-03-312026-04-21

ENTA ENANTA PHARMACEUTICALS INC COM364 shares0.00%2026-03-312026-04-21

EXP EAGLE MATLS INC COM24 shares0.00%2026-03-312026-04-21

DASH DOORDASH INC CL A30 shares0.00%2026-03-312026-04-21

BFH BREAD FINANCIAL HOLDINGS INC COM60 shares0.00%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC COM62 shares0.00%2026-03-312026-04-21

RNR RENAISSANCERE HLDGS LTD COM15 shares0.00%2026-03-312026-04-21

SNDK SANDISK CORP COM7 sharesnew addition2026-03-312026-04-21

Sponsored

CMCSA COMCAST CORP NEW CL A154 shares0.00%2026-03-312026-04-21

PCG PG&E CORP COM249 shares0.00%2026-03-312026-04-21

GNW GENWORTH FINL INC COM SHS538 shares0.00%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS INC COM15 shares0.00%2026-03-312026-04-21

STZ CONSTELLATION BRANDS INC CL A29 shares0.00%2026-03-312026-04-21

PAGS PAGSEGURO DIGITAL LTD COM CL A434 shares0.00%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW COM23 shares0.00%2026-03-312026-04-21

WU WESTERN UN CO COM489 shares0.00%2026-03-312026-04-21

Sponsored

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM38 shares0.00%2026-03-312026-04-21

NTRS NORTHERN TR CORP COM30 shares0.00%2026-03-312026-04-21

ARE ALEXANDRIA REAL ESTATE EQ INC COM90 shares0.00%2026-03-312026-04-21

MCHB MECHANICS BANCORP CL A281 shares0.00%2026-03-312026-04-21

AMR ALPHA METALLURGICAL RESOUR INC COM20 shares0.00%2026-03-312026-04-21

AMCOR PLC COM NEW AMCOR PLC COM NEW103 sharesnew addition2026-03-312026-04-21

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK35 shares0.00%2026-03-312026-04-21

SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK174 shares0.00%2026-03-312026-04-21

Sponsored

CSL CARLISLE COS INC COM12 shares0.00%2026-03-312026-04-21

CSGP COSTAR GROUP INC COM98 shares96.00%2026-03-312026-04-21

ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT692 shares0.00%2026-03-312026-04-21

STNG SCORPIO TANKERS INC SHS52 shares0.00%2026-03-312026-04-21

HFWA HERITAGE FINL CORP WASH COM149 shares0.00%2026-03-312026-04-21

MRTN MARTEN TRANS LTD COM295 shares0.00%2026-03-312026-04-21

WAT WATERS CORP COM13 sharesnew addition2026-03-312026-04-21

WSBC WESBANCO INC COM112 shares0.00%2026-03-312026-04-21

Sponsored

STANLEY BLACK & DECKER INC COM STANLEY BLACK & DECKER INC COM54 shares0.00%2026-03-312026-04-21

MKL MARKEL GROUP INC COM2 shares0.00%2026-03-312026-04-21

MSCI MSCI INC COM7 shares0.00%2026-03-312026-04-21

KTB KONTOOR BRANDS INC COM53 shares-5.36%2026-03-312026-04-21

RSG REPUBLIC SVCS INC COM17 shares0.00%2026-03-312026-04-21

PZZA PAPA JOHNS INTL INC COM114 sharesnew addition2026-03-312026-04-21

FSLY FASTLY INC CL A127 sharesnew addition2026-03-312026-04-21

TXN TEXAS INSTRS INC COM19 shares0.00%2026-03-312026-04-21

Sponsored

CTRE CARETRUST REIT INC COM99 shares0.00%2026-03-312026-04-21

PCAR PACCAR INC COM31 shares0.00%2026-03-312026-04-21

AKAM AKAMAI TECHNOLOGIES INC COM31 shares0.00%2026-03-312026-04-21

EQR EQUITY RESIDENTIAL SH BEN INT60 shares0.00%2026-03-312026-04-21

DVA DAVITA INC COM23 shares0.00%2026-03-312026-04-21

PSA PUBLIC STORAGE OPER CO COM13 shares0.00%2026-03-312026-04-21

EPAM EPAM SYS INC COM26 shares0.00%2026-03-312026-04-21

GNTX GENTEX CORP COM160 shares0.00%2026-03-312026-04-21

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP COM43 shares0.00%2026-03-312026-04-21

PTLO PORTILLOS INC COM CL A654 shares0.00%2026-03-312026-04-21

NDSN NORDSON CORP COM13 shares0.00%2026-03-312026-04-21

WY WEYERHAEUSER CO COM NEW141 shares0.00%2026-03-312026-04-21

MPW MEDICAL PROPERTIES TRUST INC COM739 shares0.00%2026-03-312026-04-21

TKR TIMKEN CO COM34 shares0.00%2026-03-312026-04-21

ADNT ADIENT PLC ORD SHS169 shares0.00%2026-03-312026-04-21

OSK OSHKOSH CORP COM23 shares0.00%2026-03-312026-04-21

Sponsored

FE FIRSTENERGY CORP COM66 shares0.00%2026-03-312026-04-21

HUN HUNTSMAN CORP COM251 shares0.00%2026-03-312026-04-21

HOLX HOLOGIC INC COM44 shares0.00%2026-03-312026-04-21

XPO XPO INC COM17 shares0.00%2026-03-312026-04-21

VICI VICI PPTYS INC COM121 shares0.00%2026-03-312026-04-21

GBCI GLACIER BANCORP INC NEW COM74 shares0.00%2026-03-312026-04-21

SYNA SYNAPTICS INC COM47 shares0.00%2026-03-312026-04-21

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM71 shares0.00%2026-03-312026-04-21

Sponsored

USNA USANA HEALTH SCIENCES INC COM186 shares-2.11%2026-03-312026-04-21

ALGT ALLEGIANT TRAVEL CO COM40 shares0.00%2026-03-312026-04-21

LIVN LIVANOVA PLC SHS51 shares0.00%2026-03-312026-04-21

SLM SLM CORP COM151 shares0.00%2026-03-312026-04-21

MAC MACERICH CO COM171 shares0.00%2026-03-312026-04-21

THE CIGNA GROUP COM THE CIGNA GROUP COM12 shares0.00%2026-03-312026-04-21

ALSN ALLISON TRANSMISSION HLDGS INC COM27 shares0.00%2026-03-312026-04-21

ESS ESSEX PPTY TR INC COM13 shares0.00%2026-03-312026-04-21

Sponsored

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF19 shares0.00%2026-03-312026-04-21

PINS PINTEREST INC CL A169 sharesnew addition2026-03-312026-04-21

CMC COMMERCIAL METALS CO COM50 shares0.00%2026-03-312026-04-21

CPRT COPART INC COM92 shares0.00%2026-03-312026-04-21

TAP MOLSON COORS BEVERAGE CO CL B70 shares0.00%2026-03-312026-04-21

TTD THE TRADE DESK INC COM CL A132 sharesnew addition2026-03-312026-04-21

MAGN MAGNERA CORP COM SHS314 shares0.00%2026-03-312026-04-21

VEEV VEEVA SYS INC CL A COM17 shares0.00%2026-03-312026-04-21

Sponsored

RPM RPM INTL INC COM30 shares0.00%2026-03-312026-04-21

DKS DICKS SPORTING GOODS INC COM15 shares0.00%2026-03-312026-04-21

MLKN MILLERKNOLL INC COM203 shares0.00%2026-03-312026-04-21

BHF BRIGHTHOUSE FINL INC COM49 shares0.00%2026-03-312026-04-21

ALGN ALIGN TECHNOLOGY INC COM17 shares0.00%2026-03-312026-04-21

PLD PROLOGIS INC. COM22 shares0.00%2026-03-312026-04-21

EFX EQUIFAX INC COM16 shares0.00%2026-03-312026-04-21

HIW HIGHWOODS PPTYS INC COM134 shares0.00%2026-03-312026-04-21

Sponsored

LKFN LAKELAND FINL CORP COM50 shares0.00%2026-03-312026-04-21

TRN TRINITY INDS INC COM89 shares0.00%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO COM39 shares0.00%2026-03-312026-04-21

QCOM QUALCOMM INC COM22 sharesnew addition2026-03-312026-04-21

FBNC FIRST BANCORP N C COM50 shares0.00%2026-03-312026-04-21

DE DEERE & CO COM5 shares0.00%2026-03-312026-04-21

J JACOBS SOLUTIONS INC COM22 shares0.00%2026-03-312026-04-21

LII LENNOX INTL INC COM6 shares0.00%2026-03-312026-04-21

Sponsored

VHT VANGUARD HEALTH CARE ETF10 shares0.00%2026-03-312026-04-21

SMP STANDARD MTR PRODS INC COM80 shares0.00%2026-03-312026-04-21

BALL BALL CORP COM47 shares0.00%2026-03-312026-04-21

CSR CENTERSPACE COM48 shares0.00%2026-03-312026-04-21

EL LAUDER ESTEE COS INC CL A37 shares0.00%2026-03-312026-04-21

RKT ROCKET COS INC COM CL A185 shares0.00%2026-03-312026-04-21

TTC TORO CO COM28 shares0.00%2026-03-312026-04-21

AVB AVALONBAY CMNTYS INC COM16 shares-15.79%2026-03-312026-04-21

Sponsored

SEIC SEI INVTS CO COM33 shares0.00%2026-03-312026-04-21

NEU NEWMARKET CORP COM4 shares0.00%2026-03-312026-04-21

OMC OMNICOM GROUP INC COM34 sharesnew addition2026-03-312026-04-21

BXP BXP INC COM49 shares0.00%2026-03-312026-04-21

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.67%

Shares1.1M

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-0.30%

Shares456.2K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES CORE S&P 500 ETF

-0.92%

Shares18.9K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

-2.07%

Shares308.1K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES CORE MSCI EAFE ETF

-3.23%

Shares92.3K

Event2026-03-31

Filed2026-04-21

VGLT

VANGUARD LONG-TERM TREASURY ETF

-4.73%

Shares139.5K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB U.S. LARGE-CAP ETF

0.59%

Shares286.6K

Event2026-03-31

Filed2026-04-21

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

-0.73%

Shares254.2K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.34%

Shares30.1K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

15.44%

Shares265.0K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD VALUE ETF

-0.48%

Shares28.0K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-0.33%

Shares75.2K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-1.78%

Shares25.2K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-0.16%

Shares70.8K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD TOTAL BOND MARKET ETF

152.50%

Shares61.2K

Event2026-03-31

Filed2026-04-21

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.26%

Shares70.8K

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB US AGGREGATE BOND ETF

14.42%

Shares148.4K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB US TIPS ETF

-0.17%

Shares122.8K

Event2026-03-31

Filed2026-04-21

ACWX

ISHARES MSCI ACWI EX U.S. ETF

0.00%

Shares47.0K

Event2026-03-31

Filed2026-04-21

IWB

ISHARES RUSSELL 1000 ETF

0.09%

Shares7.8K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-1.42%

Shares39.9K

Event2026-03-31

Filed2026-04-21

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF

-1.23%

Shares39.8K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB U.S. BROAD MARKET ETF

-3.75%

Shares98.3K

Event2026-03-31

Filed2026-04-21

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

0.40%

Shares63.2K

Event2026-03-31

Filed2026-04-21

DFIV

DFA INTERNATIONAL VALUE ETF

0.16%

Shares45.4K

Event2026-03-31

Filed2026-04-21

DWX

STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF

0.48%

Shares48.9K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD SMALL CAP VALUE ETF

0.53%

Shares10.0K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-2.06%

Shares18.8K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-1.52%

Shares35.3K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-2.93%

Shares37.9K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-3.08%

Shares12.7K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES RUSSELL 2000 ETF

-2.12%

Shares6.7K

Event2026-03-31

Filed2026-04-21

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.07%

Shares23.2K

Event2026-03-31

Filed2026-04-21

IQDF

FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND

2.69%

Shares48.9K

Event2026-03-31

Filed2026-04-21

SPTL

STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF

-2.86%

Shares58.0K

Event2026-03-31

Filed2026-04-21

AEM

AGNICO EAGLE MINES LTD COM

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-21

IAUM

ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST

0.00%

Shares31.1K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC COM

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-21

VTWO

VANGUARD RUSSELL 2000 ETF

1.84%

Shares14.0K

Event2026-03-31

Filed2026-04-21

SPY

STATE STREET SPDR S&P 500 ETF

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SHORT-TERM TREASURY ETF

0.49%

Shares22.8K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES MSCI EAFE ETF

-0.03%

Shares13.7K

Event2026-03-31

Filed2026-04-21

FNDB

SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF

-0.14%

Shares46.7K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

0.15%

Shares16.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP COM

-0.12%

Shares3.2K

Event2026-03-31

Filed2026-04-21

XAR

STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

0.04%

Shares4.6K

Event2026-03-31

Filed2026-04-21

VEGI

ISHARES MSCI AGRICULTURE PRODUCERS ETF

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

0.64%

Shares11.1K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.01%

Shares37.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC COM

-0.27%

Shares5.3K

Event2026-03-31

Filed2026-04-21

SCHK

SCHWAB 1000 INDEX ETF

-0.25%

Shares33.2K

Event2026-03-31

Filed2026-04-21

SIVR

ABRDN PHYSICAL SILVER SHARES ETF

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-21

ISHG

ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares17.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC CAP STK CL C

1.28%

Shares3.0K

Event2026-03-31

Filed2026-04-21

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

-2.08%

Shares8.0K

Event2026-03-31

Filed2026-04-21

INVESCO RAFI EMERGING MARKETS ETF

-3.47%

Shares27.1K

Event2026-03-31

Filed2026-04-21

REMX

VANECK RARE EARTH AND STRATEGIC METALS ETF

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-21

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-0.38%

Shares5.3K

Event2026-03-31

Filed2026-04-21

URA

GLOBAL X URANIUM ETF

4.21%

Shares13.8K

Event2026-03-31

Filed2026-04-21

ILCB

ISHARES MORNINGSTAR U.S. EQUITY ETF

-1.13%

Shares7.2K

Event2026-03-31

Filed2026-04-21

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-0.60%

Shares4.3K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES MSCI EAFE VALUE ETF

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

ILCG

ISHARES MORNINGSTAR GROWTH ETF

-0.56%

Shares6.0K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

0.77%

Shares6.0K

Event2026-03-31

Filed2026-04-21

DVY

ISHARES SELECT DIVIDEND ETF

0.11%

Shares3.6K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION COM

0.64%

Shares3.1K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TRUST SERIES I

0.11%

Shares909

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC CAP STK CL A

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

IBMO

ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

0.40%

Shares17.5K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP COM

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VONE

VANGUARD RUSSELL 1000 ETF

0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-21

QDEF

FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND

0.27%

Shares3.8K

Event2026-03-31

Filed2026-04-21

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

-0.85%

Shares812

Event2026-03-31

Filed2026-04-21

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-0.45%

Shares888

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD SHORT-TERM BOND ETF

5.49%

Shares3.3K

Event2026-03-31

Filed2026-04-21

VANGUARD S&P 500 ETF

0.24%

Shares424

Event2026-03-31

Filed2026-04-21

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

APP

APPLOVIN CORP COM CL A

0.00%

Shares550

Event2026-03-31

Filed2026-04-21

DFSI

DFA INTERNATIONAL SUSTAINABILITY CORE 1 ETF

-18.61%

Shares5.1K

Event2026-03-31

Filed2026-04-21

TIP

ISHARES TIPS BOND ETF

-0.97%

Shares1.8K

Event2026-03-31

Filed2026-04-21

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-21

DFAT

DFA U.S. TARGETED VALUE ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-21

DFAS

DFA U.S. SMALL CAP ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC CL A

0.00%

Shares334

Event2026-03-31

Filed2026-04-21

BROADCOM INC COM

0.17%

Shares598

Event2026-03-31

Filed2026-04-21

SCHY

SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF

0.59%

Shares5.8K

Event2026-03-31

Filed2026-04-21

BCI

ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF

16.41%

Shares7.6K

Event2026-03-31

Filed2026-04-21

VFH

VANGUARD FINANCIALS ETF

0.33%

Shares1.5K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES CORE S&P SMALL CAP ETF

-2.65%

Shares1.5K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL CL B NEW

0.00%

Shares376

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP COM

0.11%

Shares903

Event2026-03-31

Filed2026-04-21

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.25%

Shares791

Event2026-03-31

Filed2026-04-21

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

0.83%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IEO

ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF

0.35%

Shares1.2K

Event2026-03-31

Filed2026-04-21

INVESCO S&P 500 EQUAL WEIGHT ETF

0.46%

Shares661

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO COM

0.00%

Shares867

Event2026-03-31

Filed2026-04-21

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

-8.75%

Shares3.8K

Event2026-03-31

Filed2026-04-21

VISA INC COM CL A

0.25%

Shares403

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO COM

-0.24%

Shares411

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP COM NEW

0.00%

Shares79

Event2026-03-31

Filed2026-04-21

VTEI

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF

0.54%

Shares1.1K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON COM

0.00%

Shares455

Event2026-03-31

Filed2026-04-21

YUM

YUM BRANDS INC COM

0.00%

Shares683

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB US DIVIDEND EQUITY ETF

0.54%

Shares3.3K

Event2026-03-31

Filed2026-04-21

SRG

SERITAGE GROWTH PPTYS CL A

New

Shares33.3K

Event2026-03-31

Filed2026-04-21

FCBC

FIRST CMNTY BANKSHARES INC VA COM

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC. COM

0.00%

Shares870

Event2026-03-31

Filed2026-04-21

AT&T INC COM

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares81

Event2026-03-31

Filed2026-04-21

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

0.00%

Shares958

Event2026-03-31

Filed2026-04-21

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

0.85%

Shares1.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC COM

-0.96%

Shares310

Event2026-03-31

Filed2026-04-21

MUB

ISHARES NATIONAL MUNI BOND ETF

0.44%

Shares679

Event2026-03-31

Filed2026-04-21

DFSE

DFA EMERGING MARKETS SUSTAINABILITY CORE 1 ETF

-10.16%

Shares1.7K

Event2026-03-31

Filed2026-04-21

INVH

INVITATION HOMES INC COM

419.81%

Shares2.8K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

0.67%

Shares753

Event2026-03-31

Filed2026-04-21

HCA

HCA HEALTHCARE INC COM

-8.00%

Shares138

Event2026-03-31

Filed2026-04-21

CONSOLIDATED EDISON INC COM

0.00%

Shares554

Event2026-03-31

Filed2026-04-21

SPHQ

INVESCO S&P 500 QUALITY ETF

0.36%

Shares829

Event2026-03-31

Filed2026-04-21

QDF

FLEXSHARES QUALITY DIVIDEND INDEX FUND

0.00%

Shares783

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC COM

0.00%

Shares784

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP COM

0.00%

Shares249

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC COM

-4.32%

Shares310

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION COM

0.00%

Shares296

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC SPON ADS

0.16%

Shares611

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS COM

-1.31%

Shares226

Event2026-03-31

Filed2026-04-21

AVAV

AEROVIRONMENT INC COM

0.00%

Shares274

Event2026-03-31

Filed2026-04-21

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.41%

Shares989

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING INC COM

-3.31%

Shares234

Event2026-03-31

Filed2026-04-21

COCA COLA CO COM

0.00%

Shares573

Event2026-03-31

Filed2026-04-21

VANGUARD LARGE-CAP ETF

0.00%

Shares141

Event2026-03-31

Filed2026-04-21

SATS

ECHOSTAR CORP CL A

0.00%

Shares346

Event2026-03-31

Filed2026-04-21

BAC

BANK OF AMER CORP COM

0.00%

Shares830

Event2026-03-31

Filed2026-04-21

AGILENT TECHNOLOGIES INC COM

0.00%

Shares353

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORP CL A

0.00%

Shares300

Event2026-03-31

Filed2026-04-21

AMH

AMERICAN HOMES 4 RENT CL A

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO COM CL A

0.00%

Shares147

Event2026-03-31

Filed2026-04-21

BKR

BAKER HUGHES COMPANY CL A

0.00%

Shares592

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND SHS CLASS A

0.00%

Shares179

Event2026-03-31

Filed2026-04-21

PTF

INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF

0.00%

Shares390

Event2026-03-31

Filed2026-04-21

YUMC

YUM CHINA HLDGS INC COM

0.00%

Shares682

Event2026-03-31

Filed2026-04-21

MERCK & CO INC COM

0.00%

Shares267

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC COM

0.00%

Shares192

Event2026-03-31

Filed2026-04-21

NVS

NOVARTIS AG SPONSORED ADR

0.00%

Shares207

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC CL B

0.00%

Shares596

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC COM

0.00%

Shares36

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INC COM

0.00%

Shares224

Event2026-03-31

Filed2026-04-21

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

0.36%

Shares279

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC COM

0.00%

Shares149

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC COM

131.58%

Shares88

Event2026-03-31

Filed2026-04-21

PDP

INVESCO DORSEY WRIGHT MOMENTUM ETF

0.00%

Shares245

Event2026-03-31

Filed2026-04-21

DHR

DANAHER CORP DEL COM

0.00%

Shares153

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY COM NEW

0.00%

Shares176

Event2026-03-31

Filed2026-04-21

INVESCO RAFI US 1500 SMALL-MID ETF

0.00%

Shares625

Event2026-03-31

Filed2026-04-21

NAPR

INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL

0.00%

Shares521

Event2026-03-31

Filed2026-04-21

MMKT

TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF

0.00%

Shares280

Event2026-03-31

Filed2026-04-21

CARR

CARRIER GLOBAL CORPORATION COM

0.00%

Shares481

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO COM

0.00%

Shares336

Event2026-03-31

Filed2026-04-21

SYF

SYNCHRONY FINANCIAL COM

0.26%

Shares392

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC COM

0.00%

Shares81

Event2026-03-31

Filed2026-04-21

CITIGROUP INC COM NEW

0.00%

Shares233

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC COM

0.00%

Shares91

Event2026-03-31

Filed2026-04-21

WSM

WILLIAMS SONOMA INC COM

0.00%

Shares144

Event2026-03-31

Filed2026-04-21

UNILEVER PLC SPON ADR NEW

0.00%

Shares455

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC COM

14.29%

Shares96

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORP COM

0.00%

Shares124

Event2026-03-31

Filed2026-04-21

EVRG

EVERGY INC COM

0.00%

Shares312

Event2026-03-31

Filed2026-04-21

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

0.00%

Shares541

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INC COM

0.00%

Shares79

Event2026-03-31

Filed2026-04-21

DWAS

INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF

0.00%

Shares255

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP COM

0.00%

Shares276

Event2026-03-31

Filed2026-04-21

FITB

FIFTH THIRD BANCORP COM

133.33%

Shares525

Event2026-03-31

Filed2026-04-21

FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF

0.00%

Shares401

Event2026-03-31

Filed2026-04-21

EXPD

EXPEDITORS INTL WASH INC COM

0.00%

Shares169

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC COM

0.00%

Shares65

Event2026-03-31

Filed2026-04-21

IVE

ISHARES S&P 500 VALUE ETF

0.90%

Shares112

Event2026-03-31

Filed2026-04-21

HDEF

XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF

0.42%

Shares721

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC COM

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

TRANE TECHNOLOGIES PLC SHS

1.85%

Shares55

Event2026-03-31

Filed2026-04-21

DINO

HF SINCLAIR CORP COM

0.00%

Shares364

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION COM

0.00%

Shares109

Event2026-03-31

Filed2026-04-21

VST

VISTRA CORP COM

0.00%

Shares149

Event2026-03-31

Filed2026-04-21

EXE

EXPAND ENERGY CORPORATION COM

0.00%

Shares202

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC COM

0.00%

Shares142

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP COM

0.00%

Shares63

Event2026-03-31

Filed2026-04-21

NRG

NRG ENERGY INC COM NEW

0.00%

Shares146

Event2026-03-31

Filed2026-04-21

LEMB

ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF

0.00%

Shares521

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

New

Shares274

Event2026-03-31

Filed2026-04-21

DHI

D R HORTON INC COM

0.00%

Shares154

Event2026-03-31

Filed2026-04-21

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares171

Event2026-03-31

Filed2026-04-21

BANK NEW YORK MELLON CORP COM

0.00%

Shares167

Event2026-03-31

Filed2026-04-21

SNEX

STONEX GROUP INC COM

49.69%

Shares244

Event2026-03-31

Filed2026-04-21

HBAN

HUNTINGTON BANCSHARES INC COM

0.89%

Shares1.2K

Event2026-03-31

Filed2026-04-21

CHRW

C H ROBINSON WORLDWIDE IN COM NEW

0.00%

Shares117

Event2026-03-31

Filed2026-04-21

PMMF

ISHARES PRIME MONEY MARKET ETF

0.00%

Shares192

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP COM NEW

0.00%

Shares90

Event2026-03-31

Filed2026-04-21

PWR

QUANTA SVCS INC COM

0.00%

Shares35

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP COM

0.00%

Shares177

Event2026-03-31

Filed2026-04-21

HAL

HALLIBURTON CO COM

0.41%

Shares488

Event2026-03-31

Filed2026-04-21

CANADIAN IMPERIAL BANK OF COMM COM

0.00%

Shares200

Event2026-03-31

Filed2026-04-21

CRF

CORNERSTONE TOTAL RETURN FD COM

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORP COM

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

WBS

WEBSTER FINL CORP COM

0.00%

Shares257

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW COM

0.90%

Shares112

Event2026-03-31

Filed2026-04-21

BDX

BECTON DICKINSON & CO COM

0.00%

Shares112

Event2026-03-31

Filed2026-04-21

NVO

NOVO-NORDISK A S ADR

0.00%

Shares476

Event2026-03-31

Filed2026-04-21

LINDE PLC SHS

0.00%

Shares35

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC CL B

1.73%

Shares176

Event2026-03-31

Filed2026-04-21

CVS

CVS HEALTH CORP COM

0.85%

Shares236

Event2026-03-31

Filed2026-04-21

EQT CORP COM

0.00%

Shares265

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.00%

Shares118

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC COM

34.82%

Shares333

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC COM

0.00%

Shares75

Event2026-03-31

Filed2026-04-21

INTC

INTEL CORP COM

32.73%

Shares369

Event2026-03-31

Filed2026-04-21

TDG

TRANSDIGM GROUP INC COM

0.00%

Shares14

Event2026-03-31

Filed2026-04-21

LQDW

ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF

1.67%

Shares669

Event2026-03-31

Filed2026-04-21

WELL

WELLTOWER INC COM

0.00%

Shares81

Event2026-03-31

Filed2026-04-21

HQY

HEALTHEQUITY INC COM

0.00%

Shares190

Event2026-03-31

Filed2026-04-21

AME

AMETEK INC COM

0.00%

Shares73

Event2026-03-31

Filed2026-04-21

GE AEROSPACE COM NEW

0.00%

Shares55

Event2026-03-31

Filed2026-04-21

OTIS

OTIS WORLDWIDE CORP COM

0.00%

Shares198

Event2026-03-31

Filed2026-04-21

VANGUARD TOTAL WORLD STOCK ETF

0.00%

Shares110

Event2026-03-31

Filed2026-04-21

RPRX

ROYALTY PHARMA PLC SHS CLASS A

0.00%

Shares317

Event2026-03-31

Filed2026-04-21

STT

STATE STR CORP COM

0.00%

Shares119

Event2026-03-31

Filed2026-04-21

TMUS

T-MOBILE US INC COM

0.00%

Shares71

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC COM

0.00%

Shares158

Event2026-03-31

Filed2026-04-21

ICE

INTERCONTINENTAL EXCHANGE INC COM

0.00%

Shares93

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW COM NEW

0.00%

Shares109

Event2026-03-31

Filed2026-04-21

FHN

FIRST HORIZON CORPORATION COM

0.00%

Shares621

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC SHS

0.00%

Shares162

Event2026-03-31

Filed2026-04-21

WAB

WABTEC COM

0.00%

Shares56

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP COM

0.00%

Shares148

Event2026-03-31

Filed2026-04-21

ORLY

OREILLY AUTOMOTIVE INC COM

0.00%

Shares150

Event2026-03-31

Filed2026-04-21

EATON CORP PLC SHS

0.00%

Shares38

Event2026-03-31

Filed2026-04-21

BIIB

BIOGEN INC COM

-7.50%

Shares74

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS COM

0.00%

Shares102

Event2026-03-31

Filed2026-04-21

HEI

HEICO CORP NEW COM

0.00%

Shares49

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC CL A SUB VTG SHS

0.00%

Shares110

Event2026-03-31

Filed2026-04-21

AIG

AMERICAN INTL GROUP INC COM NEW

0.00%

Shares173

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INC COM

0.00%

Shares44

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO COM

0.00%

Shares134

Event2026-03-31

Filed2026-04-21

VANGUARD SMALL-CAP ETF

0.00%

Shares49

Event2026-03-31

Filed2026-04-21

HLT

HILTON WORLDWIDE HLDGS INC COM

0.00%

Shares42

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC COM

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ COM

0.00%

Shares39

Event2026-03-31

Filed2026-04-21

SRRK

SCHOLAR ROCK HLDG CORP COM

0.00%

Shares256

Event2026-03-31

Filed2026-04-21

EQIX

EQUINIX INC COM

0.00%

Shares13

Event2026-03-31

Filed2026-04-21

EVERSOURCE ENERGY COM

0.00%

Shares181

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC COM

0.00%

Shares78

Event2026-03-31

Filed2026-04-21

DAL

DELTA AIR LINES INC COM NEW

0.53%

Shares188

Event2026-03-31

Filed2026-04-21

EDWARDS LIFESCIENCES CORP COM

0.00%

Shares155

Event2026-03-31

Filed2026-04-21

HOOD

ROBINHOOD MKTS INC COM CL A

0.00%

Shares178

Event2026-03-31

Filed2026-04-21

FANG

DIAMONDBACK ENERGY INC COM

0.00%

Shares61

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC COM

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

LSTR

LANDSTAR SYS INC COM

0.00%

Shares75

Event2026-03-31

Filed2026-04-21

NXPI

NXP SEMICONDUCTORS N V COM

1.67%

Shares61

Event2026-03-31

Filed2026-04-21

IDXX

IDEXX LABS INC COM

0.00%

Shares21

Event2026-03-31

Filed2026-04-21

IQV

IQVIA HLDGS INC COM

0.00%

Shares69

Event2026-03-31

Filed2026-04-21

RELIANCE INC COM

0.00%

Shares36

Event2026-03-31

Filed2026-04-21

FNB

F N B CORP COM

0.00%

Shares654

Event2026-03-31

Filed2026-04-21

PERIMETER SOLUTIONS INC COMMON STOCK

0.00%

Shares446

Event2026-03-31

Filed2026-04-21

IVZ

INVESCO LTD SHS

0.00%

Shares446

Event2026-03-31

Filed2026-04-21

MTB

M & T BK CORP COM

0.00%

Shares52

Event2026-03-31

Filed2026-04-21

VIRT

VIRTU FINL INC CL A

0.00%

Shares244

Event2026-03-31

Filed2026-04-21

MMM

3M CO COM

0.00%

Shares73

Event2026-03-31

Filed2026-04-21

PII

POLARIS INC COM

1.58%

Shares193

Event2026-03-31

Filed2026-04-21

CNO

CNO FINL GROUP INC COM

0.00%

Shares255

Event2026-03-31

Filed2026-04-21

PNW

PINNACLE WEST CAP CORP COM

0.00%

Shares102

Event2026-03-31

Filed2026-04-21

CNX

CNX RES CORP COM

0.00%

Shares266

Event2026-03-31

Filed2026-04-21

REGIONS FINANCIAL CORP NEW COM

0.00%

Shares391

Event2026-03-31

Filed2026-04-21

AZO

AUTOZONE INC COM

0.00%

Shares3

Event2026-03-31

Filed2026-04-21

CANADIAN PACIFIC KANSAS CITY COM

0.00%

Shares129

Event2026-03-31

Filed2026-04-21

CBOE

CBOE GLOBAL MKTS INC COM

0.00%

Shares36

Event2026-03-31

Filed2026-04-21

HMN

HORACE MANN EDUCATORS CORP NEW COM

0.00%

Shares235

Event2026-03-31

Filed2026-04-21

WST

WEST PHARMACEUTICAL SVSC INC COM

0.00%

Shares40

Event2026-03-31

Filed2026-04-21

CDNS

CADENCE DESIGN SYSTEM INC COM

0.00%

Shares36

Event2026-03-31

Filed2026-04-21

FIRST INDL RLTY TR INC COM

0.00%

Shares172

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INC COM

0.00%

Shares95

Event2026-03-31

Filed2026-04-21

PBF

PBF ENERGY INC CL A

0.00%

Shares208

Event2026-03-31

Filed2026-04-21

ANTERO RESOURCES CORP COM

0.00%

Shares233

Event2026-03-31

Filed2026-04-21

PRG

PROG HOLDINGS INC COM NPV

0.58%

Shares345

Event2026-03-31

Filed2026-04-21

GNRC

GENERAC HLDGS INC COM

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

ELAN

ELANCO ANIMAL HEALTH INC COM

0.00%

Shares408

Event2026-03-31

Filed2026-04-21

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

0.00%

Shares159

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC COM

0.00%

Shares346

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO COM

0.00%

Shares32

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP COM

0.00%

Shares16

Event2026-03-31

Filed2026-04-21

IRM

IRON MTN INC DEL COM

0.00%

Shares94

Event2026-03-31

Filed2026-04-21

BRO

BROWN & BROWN INC COM

0.00%

Shares147

Event2026-03-31

Filed2026-04-21

IWF

ISHARES RUSSELL 1000 GROWTH ETF

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

AGO

ASSURED GUARANTY LTD COM

0.00%

Shares114

Event2026-03-31

Filed2026-04-21

DOW

DOW HLDGS INC COM

0.00%

Shares222

Event2026-03-31

Filed2026-04-21

SNPS

SYNOPSYS INC COM

0.00%

Shares23

Event2026-03-31

Filed2026-04-21

MTD

METTLER TOLEDO INTERNATIONAL COM

0.00%

Shares7

Event2026-03-31

Filed2026-04-21

CTAS

CINTAS CORP COM

0.00%

Shares52

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares67

Event2026-03-31

Filed2026-04-21

ROL

ROLLINS INC COM

0.00%

Shares163

Event2026-03-31

Filed2026-04-21

PKG

PACKAGING CORP AMER COM

0.00%

Shares41

Event2026-03-31

Filed2026-04-21

AUB

ATLANTIC UN BANKSHARES CORP COM

0.00%

Shares243

Event2026-03-31

Filed2026-04-21

ZBH

ZIMMER BIOMET HOLDINGS INC COM

0.00%

Shares95

Event2026-03-31

Filed2026-04-21

SOUTHSTATE BK CORP COM

0.00%

Shares93

Event2026-03-31

Filed2026-04-21

SCI

SERVICE CORP INTL COM

0.00%

Shares103

Event2026-03-31

Filed2026-04-21

ATO

ATMOS ENERGY CORP COM

0.00%

Shares46

Event2026-03-31

Filed2026-04-21

REALTY INCOME CORP COM

0.00%

Shares138

Event2026-03-31

Filed2026-04-21

NEOG

NEOGEN CORP COM

0.00%

Shares906

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO COM

0.00%

Shares138

Event2026-03-31

Filed2026-04-21

LKQ

LKQ CORP COM

0.00%

Shares284

Event2026-03-31

Filed2026-04-21

IEX

IDEX CORP COM

0.00%

Shares44

Event2026-03-31

Filed2026-04-21

ETR

ENTERGY CORP NEW COM

0.00%

Shares74

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INC COM

0.00%

Shares24

Event2026-03-31

Filed2026-04-21

COF

CAPITAL ONE FINL CORP COM

0.00%

Shares45

Event2026-03-31

Filed2026-04-21

VTR

VENTAS INC COM

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC CL B

0.00%

Shares138

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES COM

-22.77%

Shares78

Event2026-03-31

Filed2026-04-21

NDAQ

NASDAQ INC COM

0.00%

Shares93

Event2026-03-31

Filed2026-04-21

PAYX

PAYCHEX INC COM

0.00%

Shares85

Event2026-03-31

Filed2026-04-21

WMB

WILLIAMS COS INC COM

0.00%

Shares106

Event2026-03-31

Filed2026-04-21

MLM

MARTIN MARIETTA MATLS INC COM

0.00%

Shares13

Event2026-03-31

Filed2026-04-21

GPRE

GREEN PLAINS INC COM

0.00%

Shares465

Event2026-03-31

Filed2026-04-21

AMT

AMERICAN TOWER CORP COM

0.00%

Shares44

Event2026-03-31

Filed2026-04-21

XEL

XCEL ENERGY INC COM

0.00%

Shares95

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP COM

0.00%

Shares24

Event2026-03-31

Filed2026-04-21

MMC

MARSH & MCLENNAN COS INC COM

0.00%

Shares43

Event2026-03-31

Filed2026-04-21

BTU

PEABODY ENERGY CORP COM

0.00%

Shares226

Event2026-03-31

Filed2026-04-21

ODFL

OLD DOMINION FREIGHT LINE INC COM

0.00%

Shares38

Event2026-03-31

Filed2026-04-21

MCHP

MICROCHIP TECHNOLOGY INC. COM

0.00%

Shares114

Event2026-03-31

Filed2026-04-21

BOEING CO COM

0.00%

Shares36

Event2026-03-31

Filed2026-04-21

BUNGE GLOBAL SA COM SHS

0.00%

Shares56

Event2026-03-31

Filed2026-04-21

DIOD

DIODES INC COM

0.00%

Shares104

Event2026-03-31

Filed2026-04-21

TRU

TRANSUNION COM

0.00%

Shares102

Event2026-03-31

Filed2026-04-21

LGND

LIGAND PHARMACEUTICALS INC COM NEW

0.00%

Shares35

Event2026-03-31

Filed2026-04-21

REGN

REGENERON PHARMACEUTICALS COM

0.00%

Shares9

Event2026-03-31

Filed2026-04-21

NFG

NATIONAL FUEL GAS CO COM

0.00%

Shares74

Event2026-03-31

Filed2026-04-21

RLAY

RELAY THERAPEUTICS INC COM

0.00%

Shares698

Event2026-03-31

Filed2026-04-21

FAST

FASTENAL CO COM

0.00%

Shares148

Event2026-03-31

Filed2026-04-21

GENERAL MTRS CO COM

0.00%

Shares92

Event2026-03-31

Filed2026-04-21

ROIV

ROIVANT SCIENCES LTD SHS

0.00%

Shares241

Event2026-03-31

Filed2026-04-21

HSY

HERSHEY CO COM

0.00%

Shares32

Event2026-03-31

Filed2026-04-21

KMI

KINDER MORGAN INC DEL COM

0.00%

Shares198

Event2026-03-31

Filed2026-04-21

ACGL

ARCH CAP GROUP LTD ORD

0.00%

Shares69

Event2026-03-31

Filed2026-04-21

LOEWS CORP COM

0.00%

Shares62

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC COM

0.00%

Shares100

Event2026-03-31

Filed2026-04-21

ARMOUR RESIDENTIAL REIT INC COM SHS

0.00%

Shares390

Event2026-03-31

Filed2026-04-21

CHTR

CHARTER COMMUNICATIONS INC CL A

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO COM

0.00%

Shares7

Event2026-03-31

Filed2026-04-21

PHM

PULTE GROUP INC COM

0.00%

Shares54

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC COM

0.00%

Shares64

Event2026-03-31

Filed2026-04-21

IMVT

IMMUNOVANT INC COM

0.00%

Shares242

Event2026-03-31

Filed2026-04-21

LIBERTY MEDIA CORP DEL COM LBTY ONE S C

0.00%

Shares70

Event2026-03-31

Filed2026-04-21

SSNC

SS&C TECH HLDGS COM

0.00%

Shares87

Event2026-03-31

Filed2026-04-21

TOL

TOLL BROTHERS INC COM

0.00%

Shares43

Event2026-03-31

Filed2026-04-21

APGE

APOGEE THERAPEUTICS INC COM

0.00%

Shares69

Event2026-03-31

Filed2026-04-21

EMN

EASTMAN CHEM CO COM

0.00%

Shares76

Event2026-03-31

Filed2026-04-21

GDDY

GODADDY INC CL A

0.00%

Shares70

Event2026-03-31

Filed2026-04-21

UAA

UNDER ARMOUR INC CL A

0.00%

Shares958

Event2026-03-31

Filed2026-04-21

FIRST CTZNS BANCSHARES INC DEL CL A

0.00%

Shares3

Event2026-03-31

Filed2026-04-21

JCI

JOHNSON CTLS INTL PLC SHS

0.00%

Shares43

Event2026-03-31

Filed2026-04-21

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

0.00%

Shares45

Event2026-03-31

Filed2026-04-21

CUBE

CUBESMART COM

0.00%

Shares153

Event2026-03-31

Filed2026-04-21

RGLD

ROYAL GOLD INC COM

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

CRK

COMSTOCK RES INC COM

0.00%

Shares265

Event2026-03-31

Filed2026-04-21

FVR

FRONTVIEW REIT INC COM

0.00%

Shares348

Event2026-03-31

Filed2026-04-21

GARTNER INC COM

0.00%

Shares34

Event2026-03-31

Filed2026-04-21

FORD MTR CO COM

0.00%

Shares466

Event2026-03-31

Filed2026-04-21

LYB

LYONDELLBASELL INDUSTRIES NV SHS - A -

0.00%

Shares66

Event2026-03-31

Filed2026-04-21

HELMERICH & PAYNE INC COM

0.00%

Shares147

Event2026-03-31

Filed2026-04-21

SOFI

SOFI TECHNOLOGIES INC COM

0.00%

Shares328

Event2026-03-31

Filed2026-04-21

LUV

SOUTHWEST AIRLS CO COM

0.00%

Shares138

Event2026-03-31

Filed2026-04-21

AXL

DAUCH CORP COM

0.00%

Shares869

Event2026-03-31

Filed2026-04-21

EXR

EXTRA SPACE STORAGE INC COM

0.00%

Shares39

Event2026-03-31

Filed2026-04-21

LAUR

LAUREATE ED INC COMMON STOCK

0.00%

Shares146

Event2026-03-31

Filed2026-04-21

IRDM

IRIDIUM COMMUNICATIONS INC COM

0.00%

Shares181

Event2026-03-31

Filed2026-04-21

MAS

MASCO CORP COM

0.00%

Shares83

Event2026-03-31

Filed2026-04-21

USB

US BANCORP COM NEW

0.00%

Shares96

Event2026-03-31

Filed2026-04-21

MATCH GROUP INC NEW COM

125.00%

Shares162

Event2026-03-31

Filed2026-04-21

JXN

JACKSON FINANCIAL INC COM CL A

0.00%

Shares47

Event2026-03-31

Filed2026-04-21

CMG

CHIPOTLE MEXICAN GRILL INC COM

0.00%

Shares150

Event2026-03-31

Filed2026-04-21

FIS

FIDELITY NATL INFORMATION SVCS COM

0.99%

Shares102

Event2026-03-31

Filed2026-04-21

URBN

URBAN OUTFITTERS INC COM

0.00%

Shares75

Event2026-03-31

Filed2026-04-21

BMRC

BANK OF MARIN BANCORP COM

0.00%

Shares185

Event2026-03-31

Filed2026-04-21

RDN

RADIAN GROUP INC COM

0.00%

Shares143

Event2026-03-31

Filed2026-04-21

RVTY

REVVITY INC COM

0.00%

Shares53

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

0.00%

Shares56

Event2026-03-31

Filed2026-04-21

TXG

10X GENOMICS INC CL A COM

0.00%

Shares217

Event2026-03-31

Filed2026-04-21

TECH

BIO-TECHNE CORP COM

0.00%

Shares88

Event2026-03-31

Filed2026-04-21

ENTA

ENANTA PHARMACEUTICALS INC COM

0.00%

Shares364

Event2026-03-31

Filed2026-04-21

EXP

EAGLE MATLS INC COM

0.00%

Shares24

Event2026-03-31

Filed2026-04-21

DASH

DOORDASH INC CL A

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

BFH

BREAD FINANCIAL HOLDINGS INC COM

0.00%

Shares60

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INC COM

0.00%

Shares62

Event2026-03-31

Filed2026-04-21

RNR

RENAISSANCERE HLDGS LTD COM

0.00%

Shares15

Event2026-03-31

Filed2026-04-21

SNDK

SANDISK CORP COM

New

Shares7

Event2026-03-31

Filed2026-04-21

CMCSA

COMCAST CORP NEW CL A

0.00%

Shares154

Event2026-03-31

Filed2026-04-21

PCG

PG&E CORP COM

0.00%

Shares249

Event2026-03-31

Filed2026-04-21

GNW

GENWORTH FINL INC COM SHS

0.00%

Shares538

Event2026-03-31

Filed2026-04-21

APD

AIR PRODUCTS AND CHEMICALS INC COM

0.00%

Shares15

Event2026-03-31

Filed2026-04-21

STZ

CONSTELLATION BRANDS INC CL A

0.00%

Shares29

Event2026-03-31

Filed2026-04-21

PAGS

PAGSEGURO DIGITAL LTD COM CL A

0.00%

Shares434

Event2026-03-31

Filed2026-04-21

SPG

SIMON PPTY GROUP INC NEW COM

0.00%

Shares23

Event2026-03-31

Filed2026-04-21

WESTERN UN CO COM

0.00%

Shares489

Event2026-03-31

Filed2026-04-21

APOLLO GLOBAL MGMT INC COM

0.00%

Shares38

Event2026-03-31

Filed2026-04-21

NTRS

NORTHERN TR CORP COM

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

ARE

ALEXANDRIA REAL ESTATE EQ INC COM

0.00%

Shares90

Event2026-03-31

Filed2026-04-21

MCHB

MECHANICS BANCORP CL A

0.00%

Shares281

Event2026-03-31

Filed2026-04-21

AMR

ALPHA METALLURGICAL RESOUR INC COM

0.00%

Shares20

Event2026-03-31

Filed2026-04-21

AMCOR PLC COM NEW

New

Shares103

Event2026-03-31

Filed2026-04-21

QNITY ELECTRONICS INC COMMON STOCK

0.00%

Shares35

Event2026-03-31

Filed2026-04-21

SIRIUSXM HOLDINGS INC COMMON STOCK

0.00%

Shares174

Event2026-03-31

Filed2026-04-21

CSL

CARLISLE COS INC COM

0.00%

Shares12

Event2026-03-31

Filed2026-04-21

CSGP

COSTAR GROUP INC COM

96.00%

Shares98

Event2026-03-31

Filed2026-04-21

ILPT

INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT

0.00%

Shares692

Event2026-03-31

Filed2026-04-21

STNG

SCORPIO TANKERS INC SHS

0.00%

Shares52

Event2026-03-31

Filed2026-04-21

HFWA

HERITAGE FINL CORP WASH COM

0.00%

Shares149

Event2026-03-31

Filed2026-04-21

MRTN

MARTEN TRANS LTD COM

0.00%

Shares295

Event2026-03-31

Filed2026-04-21

WAT

WATERS CORP COM

New

Shares13

Event2026-03-31

Filed2026-04-21

WSBC

WESBANCO INC COM

0.00%

Shares112

Event2026-03-31

Filed2026-04-21

STANLEY BLACK & DECKER INC COM

0.00%

Shares54

Event2026-03-31

Filed2026-04-21

MKL

MARKEL GROUP INC COM

0.00%

Shares2

Event2026-03-31

Filed2026-04-21

MSCI

MSCI INC COM

0.00%

Shares7

Event2026-03-31

Filed2026-04-21

KTB

KONTOOR BRANDS INC COM

-5.36%

Shares53

Event2026-03-31

Filed2026-04-21

RSG

REPUBLIC SVCS INC COM

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

PZZA

PAPA JOHNS INTL INC COM

New

Shares114

Event2026-03-31

Filed2026-04-21

FSLY

FASTLY INC CL A

New

Shares127

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC COM

0.00%

Shares19

Event2026-03-31

Filed2026-04-21

CTRE

CARETRUST REIT INC COM

0.00%

Shares99

Event2026-03-31

Filed2026-04-21

PCAR

PACCAR INC COM

0.00%

Shares31

Event2026-03-31

Filed2026-04-21

AKAM

AKAMAI TECHNOLOGIES INC COM

0.00%

Shares31

Event2026-03-31

Filed2026-04-21

EQR

EQUITY RESIDENTIAL SH BEN INT

0.00%

Shares60

Event2026-03-31

Filed2026-04-21

DVA

DAVITA INC COM

0.00%

Shares23

Event2026-03-31

Filed2026-04-21

PSA

PUBLIC STORAGE OPER CO COM

0.00%

Shares13

Event2026-03-31

Filed2026-04-21

EPAM

EPAM SYS INC COM

0.00%

Shares26

Event2026-03-31

Filed2026-04-21

GNTX

GENTEX CORP COM

0.00%

Shares160

Event2026-03-31

Filed2026-04-21

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.00%

Shares43

Event2026-03-31

Filed2026-04-21

PTLO

PORTILLOS INC COM CL A

0.00%

Shares654

Event2026-03-31

Filed2026-04-21

NDSN

NORDSON CORP COM

0.00%

Shares13

Event2026-03-31

Filed2026-04-21

WEYERHAEUSER CO COM NEW

0.00%

Shares141

Event2026-03-31

Filed2026-04-21

MPW

MEDICAL PROPERTIES TRUST INC COM

0.00%

Shares739

Event2026-03-31

Filed2026-04-21

TKR

TIMKEN CO COM

0.00%

Shares34

Event2026-03-31

Filed2026-04-21

ADNT

ADIENT PLC ORD SHS

0.00%

Shares169

Event2026-03-31

Filed2026-04-21

OSK

OSHKOSH CORP COM

0.00%

Shares23

Event2026-03-31

Filed2026-04-21

FIRSTENERGY CORP COM

0.00%

Shares66

Event2026-03-31

Filed2026-04-21

HUN

HUNTSMAN CORP COM

0.00%

Shares251

Event2026-03-31

Filed2026-04-21

HOLX

HOLOGIC INC COM

0.00%

Shares44

Event2026-03-31

Filed2026-04-21

XPO

XPO INC COM

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

VICI

VICI PPTYS INC COM

0.00%

Shares121

Event2026-03-31

Filed2026-04-21

GBCI

GLACIER BANCORP INC NEW COM

0.00%

Shares74

Event2026-03-31

Filed2026-04-21

SYNA

SYNAPTICS INC COM

0.00%

Shares47

Event2026-03-31

Filed2026-04-21

DUPONT DE NEMOURS INC COM

0.00%

Shares71

Event2026-03-31

Filed2026-04-21

USNA

USANA HEALTH SCIENCES INC COM

-2.11%

Shares186

Event2026-03-31

Filed2026-04-21

ALGT

ALLEGIANT TRAVEL CO COM

0.00%

Shares40

Event2026-03-31

Filed2026-04-21

LIVN

LIVANOVA PLC SHS

0.00%

Shares51

Event2026-03-31

Filed2026-04-21

SLM

SLM CORP COM

0.00%

Shares151

Event2026-03-31

Filed2026-04-21

MAC

MACERICH CO COM

0.00%

Shares171

Event2026-03-31

Filed2026-04-21

THE CIGNA GROUP COM

0.00%

Shares12

Event2026-03-31

Filed2026-04-21

ALSN

ALLISON TRANSMISSION HLDGS INC COM

0.00%

Shares27

Event2026-03-31

Filed2026-04-21

ESS

ESSEX PPTY TR INC COM

0.00%

Shares13

Event2026-03-31

Filed2026-04-21

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares19

Event2026-03-31

Filed2026-04-21

PINS

PINTEREST INC CL A

New

Shares169

Event2026-03-31

Filed2026-04-21

CMC

COMMERCIAL METALS CO COM

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

CPRT

COPART INC COM

0.00%

Shares92

Event2026-03-31

Filed2026-04-21

TAP

MOLSON COORS BEVERAGE CO CL B

0.00%

Shares70

Event2026-03-31

Filed2026-04-21

TTD

THE TRADE DESK INC COM CL A

New

Shares132

Event2026-03-31

Filed2026-04-21

MAGN

MAGNERA CORP COM SHS

0.00%

Shares314

Event2026-03-31

Filed2026-04-21

VEEV

VEEVA SYS INC CL A COM

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

RPM

RPM INTL INC COM

0.00%

Shares30

Event2026-03-31

Filed2026-04-21

DKS

DICKS SPORTING GOODS INC COM

0.00%

Shares15

Event2026-03-31

Filed2026-04-21

MLKN

MILLERKNOLL INC COM

0.00%

Shares203

Event2026-03-31

Filed2026-04-21

BHF

BRIGHTHOUSE FINL INC COM

0.00%

Shares49

Event2026-03-31

Filed2026-04-21

ALGN

ALIGN TECHNOLOGY INC COM

0.00%

Shares17

Event2026-03-31

Filed2026-04-21

PLD

PROLOGIS INC. COM

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

EFX

EQUIFAX INC COM

0.00%

Shares16

Event2026-03-31

Filed2026-04-21

HIW

HIGHWOODS PPTYS INC COM

0.00%

Shares134

Event2026-03-31

Filed2026-04-21

LKFN

LAKELAND FINL CORP COM

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

TRN

TRINITY INDS INC COM

0.00%

Shares89

Event2026-03-31

Filed2026-04-21

ADM

ARCHER DANIELS MIDLAND CO COM

0.00%

Shares39

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC COM

New

Shares22

Event2026-03-31

Filed2026-04-21

FBNC

FIRST BANCORP N C COM

0.00%

Shares50

Event2026-03-31

Filed2026-04-21

DEERE & CO COM

0.00%

Shares5

Event2026-03-31

Filed2026-04-21

JACOBS SOLUTIONS INC COM

0.00%

Shares22

Event2026-03-31

Filed2026-04-21

LII

LENNOX INTL INC COM

0.00%

Shares6

Event2026-03-31

Filed2026-04-21

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares10

Event2026-03-31

Filed2026-04-21

SMP

STANDARD MTR PRODS INC COM

0.00%

Shares80

Event2026-03-31

Filed2026-04-21

BALL

BALL CORP COM

0.00%

Shares47

Event2026-03-31

Filed2026-04-21

CSR

CENTERSPACE COM

0.00%

Shares48

Event2026-03-31

Filed2026-04-21

LAUDER ESTEE COS INC CL A

0.00%

Shares37

Event2026-03-31

Filed2026-04-21

RKT

ROCKET COS INC COM CL A

0.00%

Shares185

Event2026-03-31

Filed2026-04-21

TTC

TORO CO COM

0.00%

Shares28

Event2026-03-31

Filed2026-04-21

AVB

AVALONBAY CMNTYS INC COM

-15.79%

Shares16

Event2026-03-31

Filed2026-04-21

SEIC

SEI INVTS CO COM

0.00%

Shares33

Event2026-03-31

Filed2026-04-21

NEU

NEWMARKET CORP COM

0.00%

Shares4

Event2026-03-31

Filed2026-04-21

OMC

OMNICOM GROUP INC COM

New

Shares34

Event2026-03-31

Filed2026-04-21

BXP

BXP INC COM

0.00%

Shares49

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

BAC Put PutBANK OF AMER CORP COM43.7K shares-12.60%2026-03-312026-04-21

BAC Put

BANK OF AMER CORP COM

-12.60%

Shares43.7K

Event2026-03-31

Filed2026-04-21