Sponsored

The Analysis of SHUFRO ROSE & CO LLC's Holdings & P&L

Currently, SHUFRO ROSE & CO LLC holds 304 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in OUNZ (+337.7K shares, valued at $15.2M), SMTH (+248.3K shares, valued at $6.4M), IVV (+9.1K shares, valued at $5.9M); decreased their positions in VBR (-115.6K shares, valued at $25.1M), GLW (-124.0K shares, valued at $16.9M), CEF (-338.2K shares, valued at $16.1M); initiated new positions in SGOV (+35.6K shares, valued at $3.6M), BRK.A (+4 shares, valued at $2.9M), IBDV (+115.7K shares, valued at $2.5M).

1M P&L

+55.4M+3.87%

3M P&L

-24.6M-1.63%

HY P&L

+74.3M+5.26%

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/A741.6M

55.3%

2Drug Manufacturers - General67.9M

5.1%

3Electronic Components64.2M

4.8%

Top Industries by Stock Count

1N/A112 stocks

40.3%

2Semiconductors7 stocks

2.5%

3Drug Manufacturers - General6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SMTH ALPS ETF TR5.1M shares5.11%2026-03-312026-05-15

IBDU ISHARES TR4.0M shares4.54%2026-03-312026-05-15

GLW CORNING INC607.5K shares-16.95%2026-03-312026-05-15

DCRE DOUBLELINE ETF TRUST1.5M shares4.77%2026-03-312026-05-15

IVV ISHARES TR85.2K shares11.91%2026-03-312026-05-15

AAPL APPLE INC196.1K shares1.66%2026-03-312026-05-15

LLY ELI LILLY & CO44.9K shares-0.36%2026-03-312026-05-15

MSFT MICROSOFT CORP111.2K shares1.92%2026-03-312026-05-15

Sponsored

GDX VANECK ETF TRUST397.2K shares-0.58%2026-03-312026-05-15

VO VANGUARD INDEX FDS123.9K shares6.21%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO114.0K shares0.30%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL69.4K shares-0.12%2026-03-312026-05-15

IBDR ISHARES TR1.2M shares4.43%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T156.4K shares-2.15%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC57.7K shares0.88%2026-03-312026-05-15

GLD SPDR GOLD TR61.7K shares0.23%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS42.2K shares-0.17%2026-03-312026-05-15

TXN TEXAS INSTRS INC123.4K shares1.44%2026-03-312026-05-15

COHERENT CORP COHERENT CORP100.0K shares-5.30%2026-03-312026-05-15

AVY AVERY DENNISON CORP121.0K shares3.06%2026-03-312026-05-15

BSCQ INVESCO EXCH TRD SLF IDX FD1.0M shares-14.14%2026-03-312026-05-15

QCOM QUALCOMM INC152.5K shares2.53%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS73.9K shares2.63%2026-03-312026-05-15

AMZN AMAZON COM INC82.1K shares-0.23%2026-03-312026-05-15

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD821.6K shares2.20%2026-03-312026-05-15

OUNZ VANECK MERK GOLD ETF353.1K shares2195.70%2026-03-312026-05-15

BSCT INVESCO EXCH TRD SLF IDX FD850.8K shares2.20%2026-03-312026-05-15

QUAL ISHARES TR82.2K shares7.09%2026-03-312026-05-15

TSEL TOUCHSTONE ETF TRUST579.2K shares26.21%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION103.4K shares-1.86%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS166.3K shares1.54%2026-03-312026-05-15

AMGN AMGEN INC37.0K shares-1.86%2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS38.2K shares4.21%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS139.6K shares1.19%2026-03-312026-05-15

VBR VANGUARD INDEX FDS45.0K shares-72.00%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS152.7K shares1.98%2026-03-312026-05-15

CRM SALESFORCE INC46.6K shares-4.72%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS145.2K shares5.45%2026-03-312026-05-15

XOM EXXON MOBIL CORP48.6K shares-1.42%2026-03-312026-05-15

MTUM ISHARES TR33.0K shares1.37%2026-03-312026-05-15

Sponsored

KLAC KLA CORP4.8K shares-1.01%2026-03-312026-05-15

CVX CHEVRON CORPORATION30.2K shares-4.33%2026-03-312026-05-15

ICSH ISHARES TR120.1K shares-4.89%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST163.5K shares14.77%2026-03-312026-05-15

ECL ECOLAB INC21.1K shares0.53%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC91.5K shares0.18%2026-03-312026-05-15

LEN LENNAR CORP59.0K shares-1.00%2026-03-312026-05-15

AZO AUTOZONE INC1.5K shares-4.01%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON19.9K shares-18.04%2026-03-312026-05-15

SENEA SENECA FOODS CORP NEW29.1K shares-6.43%2026-03-312026-05-15

IMTM ISHARES TR85.7K shares1.76%2026-03-312026-05-15

PSTG EVERPURE INC68.8K shares17.59%2026-03-312026-05-15

PEP PEPSICO INC25.7K shares-2.70%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC14.7K shares-4.48%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC23.3K shares1667.50%2026-03-312026-05-15

SGOV ISHARES TR35.6K sharesnew addition2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION20.1K shares4.30%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR33.9K shares0.48%2026-03-312026-05-15

IEFA ISHARES TR37.2K shares-0.10%2026-03-312026-05-15

ALPHABET INC ALPHABET INC11.7K shares-0.86%2026-03-312026-05-15

O REALTY INCOME CORP51.5K shares0.10%2026-03-312026-05-15

NYT NEW YORK TIMES CO MTN BE37.2K shares0.00%2026-03-312026-05-15

IJR ISHARES TR24.9K shares2.55%2026-03-312026-05-15

MET METLIFE INC41.2K shares-3.79%2026-03-312026-05-15

Sponsored

NKE NIKE INC55.0K shares-0.98%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR23.1K shares-0.43%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL4 sharesnew addition2026-03-312026-05-15

LNG CHENIERE ENERGY INC9.9K shares-0.25%2026-03-312026-05-15

AVIV AMERICAN CENTY ETF TR35.5K shares10.53%2026-03-312026-05-15

IBDV ISHARES TR115.7K sharesnew addition2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST71.4K shares14.50%2026-03-312026-05-15

EFAV ISHARES TR26.1K shares2.25%2026-03-312026-05-15

Sponsored

IEMG ISHARES INC34.1K shares1.76%2026-03-312026-05-15

ENB ENBRIDGE INC43.5K shares-7.54%2026-03-312026-05-15

KDP KEURIG DR PEPPER INC88.8K shares12.26%2026-03-312026-05-15

BAC BANK AMERICA CORP45.4K shares1.86%2026-03-312026-05-15

ALPHABET INC ALPHABET INC7.4K shares-15.29%2026-03-312026-05-15

VRSK VERISK ANALYTICS INC11.1K shares-0.26%2026-03-312026-05-15

PPIH PERMA-PIPE INTL HLDGS INC70.0K shares0.00%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS2.6K shares-49.41%2026-03-312026-05-15

Sponsored

PFF ISHARES TR60.7K shares22.24%2026-03-312026-05-15

YUM YUM BRANDS INC11.7K shares0.00%2026-03-312026-05-15

MPC MARATHON PETE CORP7.1K shares-1.39%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC14.2K shares-1.27%2026-03-312026-05-15

NEAR ISHARES U S ETF TR33.1K shares1.40%2026-03-312026-05-15

FLOT ISHARES TR33.0K shares90.75%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC19.2K shares-4.33%2026-03-312026-05-15

J JACOBS SOLUTIONS INC13.1K shares-2.22%2026-03-312026-05-15

Sponsored

EUSA ISHARES INC16.2K shares-1.22%2026-03-312026-05-15

SHEL SHELL PLC17.6K shares0.00%2026-03-312026-05-15

WD WALKER & DUNLOP INC36.3K shares-6.76%2026-03-312026-05-15

EQIX EQUINIX INC1.6K shares4.36%2026-03-312026-05-15

NTR NUTRIEN LTD20.0K shares-10.08%2026-03-312026-05-15

AVES AMERICAN CENTY ETF TR25.1K shares7.32%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP7.0K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS11.2K shares-5.88%2026-03-312026-05-15

Sponsored

ALK ALASKA AIR GROUP INC38.8K shares63.71%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.6K shares-8.82%2026-03-312026-05-15

IAC IAC INC35.4K shares-5.35%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD70.7K shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION7.1K shares-1.38%2026-03-312026-05-15

WMT WALMART INC10.9K shares-0.31%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC4.8K shares-4.28%2026-03-312026-05-15

USMV ISHARES TR13.5K shares-8.34%2026-03-312026-05-15

Sponsored

BK BANK NEW YORK MELLON CORP10.6K shares-7.05%2026-03-312026-05-15

CSCO CISCO SYS INC16.0K shares-6.17%2026-03-312026-05-15

RNP COHEN & STEERS REIT & PFD &62.0K shares14.81%2026-03-312026-05-15

DE DEERE & CO2.1K shares6.77%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI2.5K shares-37.18%2026-03-312026-05-15

MYN BLACKROCK MUNIYIELD N Y QUAL120.9K shares49.25%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE4.1K shares74.24%2026-03-312026-05-15

GWW WW GRAINGER INC1.1K shares0.00%2026-03-312026-05-15

Sponsored

UMH UMH PPTYS INC78.2K shares-1.01%2026-03-312026-05-15

IVOV VANGUARD ADMIRAL FDS INC11.0K shares0.00%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-0.16%2026-03-312026-05-15

JJSF J & J SNACK FOODS CORP13.9K shares-0.44%2026-03-312026-05-15

PFE PFIZER INC39.1K shares-2.89%2026-03-312026-05-15

EEMV ISHARES INC16.9K shares2.87%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS16.0K shares-21.83%2026-03-312026-05-15

PGX INVESCO EXCH TRADED FD TR II93.8K shares1.27%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC3.0K shares-9.09%2026-03-312026-05-15

RQI COHEN & STEERS QUALITY INCOM82.0K shares0.00%2026-03-312026-05-15

LOAN MANHATTAN BRDG CAP INC217.8K shares0.00%2026-03-312026-05-15

MS MORGAN STANLEY5.9K shares8.85%2026-03-312026-05-15

EFV ISHARES TR12.9K shares-26.90%2026-03-312026-05-15

KEX KIRBY CORP7.2K shares0.00%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC4.0K shares-2.68%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.8K shares-6.60%2026-03-312026-05-15

Sponsored

INTC INTEL CORP19.6K shares-4.85%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-47.85%2026-03-312026-05-15

HON HONEYWELL INTL INC3.7K shares0.00%2026-03-312026-05-15

VTV VANGUARD INDEX FDS4.3K shares-2.83%2026-03-312026-05-15

SYF SYNCHRONY FINANCIAL11.9K shares0.00%2026-03-312026-05-15

T AT&T INC27.7K shares0.00%2026-03-312026-05-15

TER TERADYNE INC2.6K shares0.00%2026-03-312026-05-15

CCS CENTURY COMMUNITIES INC13.2K shares13.79%2026-03-312026-05-15

Sponsored

BSJS INVESCO EXCH TRD SLF IDX FD34.9K shares-1.13%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC3.3K shares156.86%2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC9.1K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC3.4K shares0.00%2026-03-312026-05-15

IJH ISHARES TR11.0K shares-2.87%2026-03-312026-05-15

XYL XYLEM INC6.1K shares-4.12%2026-03-312026-05-15

USFD US FOODS HLDG CORP7.9K shares0.00%2026-03-312026-05-15

CLX CLOROX CO DEL6.9K shares0.00%2026-03-312026-05-15

Sponsored

AXP AMERICAN EXPRESS CO2.4K shares-11.42%2026-03-312026-05-15

CEF SPROTT ASSET MANAGEMENT LP14.6K shares-95.85%2026-03-312026-05-15

FCT FIRST TR SR FLTG RATE INCOME72.3K shares0.00%2026-03-312026-05-15

AFL AFLAC INC6.3K shares0.00%2026-03-312026-05-15

AWF ALLIANCEBERNSTEIN GLOBAL HIG67.8K shares0.00%2026-03-312026-05-15

BBWI BATH & BODY WORKS INC36.7K shares0.82%2026-03-312026-05-15

FLDR FIDELITY MERRIMACK STR TR13.3K shares19.82%2026-03-312026-05-15

CBRE CBRE GROUP INC4.9K shares-6.81%2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP2.7K shares0.00%2026-03-312026-05-15

RFI COHEN & STEERS TOTAL RETURN57.5K shares0.00%2026-03-312026-05-15

PI IMPINJ INC6.2K shares8.77%2026-03-312026-05-15

OLN OLIN CORP21.2K sharesnew addition2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP6.5K shares0.00%2026-03-312026-05-15

AL AIR LEASE CORP9.6K shares-14.29%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR4.7K shares-1.68%2026-03-312026-05-15

PG PROCTER & GAMBLE CO4.2K shares6.77%2026-03-312026-05-15

Sponsored

DIS DISNEY WALT CO6.3K shares-43.81%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP986 shares0.10%2026-03-312026-05-15

TDW TIDEWATER INC NEW7.1K shares-1.39%2026-03-312026-05-15

MRP MILLROSE PPTYS INC20.9K shares-8.17%2026-03-312026-05-15

YUMC YUM CHINA HLDGS INC11.7K shares0.00%2026-03-312026-05-15

TGT TARGET CORP4.7K sharesnew addition2026-03-312026-05-15

CM CANADIAN IMPERIAL BANK OF CO6.0K shares0.00%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES INC34.3K shares4.57%2026-03-312026-05-15

Sponsored

FRA BLACKROCK FLOATING RATE INCO51.1K shares0.00%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP2.0K shares0.00%2026-03-312026-05-15

CHIRON REAL ESTATE INC CHIRON REAL ESTATE INC16.9K shares3.05%2026-03-312026-05-15

IBTJ ISHARES TR25.0K shares1.82%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F3.7K shares-32.32%2026-03-312026-05-15

GEV GE VERNOVA INC617 shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC1.6K shares-8.91%2026-03-312026-05-15

MMM 3M CO3.7K shares0.00%2026-03-312026-05-15

Sponsored

GHC Graham Holdings Co500 sharesnew addition2026-03-312026-05-15

ASML ASML HLDG NV400 shares-5.88%2026-03-312026-05-15

VLGEA VILLAGE SUPER MKT INC12.5K shares-13.16%2026-03-312026-05-15

CAT CATERPILLAR INC745 shares0.00%2026-03-312026-05-15

BN BROOKFIELD CORP13.0K sharesnew addition2026-03-312026-05-15

BA BOEING CO2.6K shares-0.91%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC2.6K shares0.00%2026-03-312026-05-15

ALL ALLSTATE CORP2.5K shares0.00%2026-03-312026-05-15

Sponsored

VV VANGUARD INDEX FDS1.7K shares-26.32%2026-03-312026-05-15

BSJQ INVESCO EXCH TRD SLF IDX FD21.5K shares0.00%2026-03-312026-05-15

V VISA INC1.6K shares-5.75%2026-03-312026-05-15

ACHR ARCHER AVIATION INC94.5K sharesnew addition2026-03-312026-05-15

VMI VALMONT INDS INC1.2K shares0.00%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP5.8K shares-6.47%2026-03-312026-05-15

CSX CSX CORP11.4K shares0.00%2026-03-312026-05-15

INGR Ingredion Inc4.0K sharesnew addition2026-03-312026-05-15

Sponsored

IBDS ISHARES TR18.2K shares0.00%2026-03-312026-05-15

BLW BLACKROCK LTD DURATION INCOM34.1K shares0.00%2026-03-312026-05-15

AME AMETEK INC2.0K shares0.00%2026-03-312026-05-15

HY Hyster Yale Inc13.0K sharesnew addition2026-03-312026-05-15

MFIC MIDCAP FINANCIAL INVSTMNT CO37.3K shares0.00%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR5.1K shares0.00%2026-03-312026-05-15

PPT PUTNAM PREMIER INCOME TR117.0K shares0.00%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC700 shares-5.02%2026-03-312026-05-15

Sponsored

KO COCA COLA CO5.4K shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC8.1K shares-10.99%2026-03-312026-05-15

WFC WELLS FARGO & CO5.0K shares-31.51%2026-03-312026-05-15

BDJ BLACKROCK ENHANCED EQUITY DI45.9K shares9.56%2026-03-312026-05-15

FOR Forestar Group16.0K sharesnew addition2026-03-312026-05-15

BSL BLACKSTONE SENI FLTN RAT 20229.8K shares0.00%2026-03-312026-05-15

UHAL.B U HAUL HOLDING COMPANY8.6K sharesnew addition2026-03-312026-05-15

HRI HERC HLDGS INC3.8K sharesnew addition2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC900 shares0.00%2026-03-312026-05-15

MOS MOSAIC CO14.7K shares0.00%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY1.3K shares0.00%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST6.8K shares0.00%2026-03-312026-05-15

SONY SONY GROUP CORP17.2K shares-24.40%2026-03-312026-05-15

ORCL ORACLE CORP2.4K shares-4.86%2026-03-312026-05-15

IBMO ISHARES TR13.6K shares28.75%2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares-3.16%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.7K shares-0.53%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO5.7K shares0.00%2026-03-312026-05-15

ATKR ATKORE INC5.8K sharesnew addition2026-03-312026-05-15

RWT REDWOOD TRUST INC60.7K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP1.1K shares0.00%2026-03-312026-05-15

IWF ISHARES TR794 shares-36.22%2026-03-312026-05-15

XBI SPDR SERIES TRUST2.6K shares-3.64%2026-03-312026-05-15

Sponsored

VCRM VANGUARD MUN BD FDS4.5K shares0.00%2026-03-312026-05-15

NAZ NUVEEN ARIZONA QLTY MUN INC27.5K shares10.00%2026-03-312026-05-15

MTB M & T BK CORP1.6K shares0.00%2026-03-312026-05-15

IHI ISHARES TR5.9K shares0.00%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III17.7K shares0.00%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO1.4K shares0.00%2026-03-312026-05-15

NAN NUVEEN NY DIVI ADV27.0K shares0.00%2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.9K shares0.00%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F5.5K shares-41.57%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC3.0K shares0.00%2026-03-312026-05-15

SOXL DIREXION SHARES ETF TRUST6.0K shares0.00%2026-03-312026-05-15

SUB ISHARES TR2.7K sharesnew addition2026-03-312026-05-15

CNH CNH INDL N V25.0K sharesnew addition2026-03-312026-05-15

MUB ISHARES TR2.7K sharesnew addition2026-03-312026-05-15

VTN INVESCO TR INVT GRADE NEW YO26.0K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-05-15

Sponsored

AMTM AMENTUM HOLDINGS INC10.7K shares-1.22%2026-03-312026-05-15

EFR EATON VANCE SR FLTNG RTE TR26.5K shares0.00%2026-03-312026-05-15

SO SOUTHERN CO2.9K shares0.00%2026-03-312026-05-15

MPA BLACKROCK MUNIYIELD PA QUALI25.0K shares0.00%2026-03-312026-05-15

SPGI S&P GLOBAL INC633 shares0.00%2026-03-312026-05-15

RPV INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR2.4K shares7.56%2026-03-312026-05-15

PHIN PHINIA INC3.9K sharesnew addition2026-03-312026-05-15

Sponsored

IXUS ISHARES TR3.0K shares0.00%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-05-15

HSIC SCHEIN HENRY INC3.4K shares0.00%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC2.2K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION750 shares-8.09%2026-03-312026-05-15

IWM ISHARES TR988 shares-5.90%2026-03-312026-05-15

NU NU HLDGS LTD17.0K shares0.00%2026-03-312026-05-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F4.8K shares-12.92%2026-03-312026-05-15

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV16.3K shares-12.10%2026-03-312026-05-15

ADBE ADOBE INC1.0K shares42.86%2026-03-312026-05-15

VMO INVESCO MUN OPPORTUNIT TR25.5K shares0.00%2026-03-312026-05-15

NEE NEXTERA ENERGY INC2.6K shares-20.83%2026-03-312026-05-15

NEA NUVEEN AMT FREE QLTY MUN INC21.5K shares-7.50%2026-03-312026-05-15

WAT WATERS CORP802 shares0.25%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40387 shares-11.24%2026-03-312026-05-15

Sponsored

COF CAPITAL ONE FINL CORP1.3K shares-6.06%2026-03-312026-05-15

VLY VALLEY NATL BANCORP19.0K shares0.00%2026-03-312026-05-15

GM GENERAL MTRS CO3.1K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC403 shares-7.36%2026-03-312026-05-15

EEM ISHARES TR4.0K shares0.00%2026-03-312026-05-15

IQLT ISHARES TR4.9K shares-40.99%2026-03-312026-05-15

STLD STEEL DYNAMICS INC1.2K shares0.00%2026-03-312026-05-15

ICCC IMMUCELL CORP35.0K shares0.00%2026-03-312026-05-15

Sponsored

EPD ENTERPRISE PRODS PARTNERS L5.8K shares-44.80%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC1.9K shares-3.06%2026-03-312026-05-15

LPX LOUISIANA PAC CORP3.0K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A445 shares-1.11%2026-03-312026-05-15

AXON AXON ENTERPRISE INC500 shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION212 shares-9.79%2026-03-312026-05-15

EFG ISHARES TR1.9K shares0.00%2026-03-312026-05-15

MIY BLACKROCK MUNIYIELD MICH QU17.5K shares0.00%2026-03-312026-05-15

Sponsored

NET CLOUDFLARE INC1.0K sharesnew addition2026-03-312026-05-15

GATX GATX CORP1.2K shares0.00%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP300 sharesnew addition2026-03-312026-05-15

PFL PIMCO INCOME STRATEGY FD24.1K shares0.00%2026-03-312026-05-15

PFN PIMCO INCOME STRATEGY FD II26.2K shares0.00%2026-03-312026-05-15

RAND RAND CAP CORP14.0K shares0.00%2026-03-312026-05-15

JPC NUVEEN PFD & INCOME OPPORTUN18.4K shares0.00%2026-03-312026-05-15

ANGI INC ANGI INC20.0K shares26.71%2026-03-312026-05-15

Sponsored

EVN EATON VANCE MUN INCOME TR12.5K shares0.00%2026-03-312026-05-15

EFT EATON VANCE FLOATING RATE IN10.8K shares0.00%2026-03-312026-05-15

LAND GLADSTONE LD CORP11.0K shares0.00%2026-03-312026-05-15

MUC BLACKROCK MUNIHLDNGS CALI10.3K sharesnew addition2026-03-312026-05-15

VVR INVESCO SR INCOME TR28.0K shares-26.32%2026-03-312026-05-15

NUV NUVEEN MUN VALUE FD INC10.0K sharesnew addition2026-03-312026-05-15

REFR RESEARCH FRONTIERS INC97.5K shares0.00%2026-03-312026-05-15

MPW MEDICAL PROPERTIES TRUST INC18.5K shares-39.74%2026-03-312026-05-15

Sponsored

EHI WESTERN ASSET GBL HIGH INC F13.5K shares0.00%2026-03-312026-05-15

MERC MERCER INTL INC54.5K shares-23.56%2026-03-312026-05-15

FCO ABRDN GLOBAL INCOME FUND INC18.4K shares-5.15%2026-03-312026-05-15

EQS EQUUS TOTAL RETURN INC31.3K shares0.00%2026-03-312026-05-15

PIM PUTNAM MASTER INTER INCOME T11.0K shares0.00%2026-03-312026-05-15

MLCI MOUNT LOGAN CAP INC10.0K shares-28.55%2026-03-312026-05-15

BEEM BEAM GLOBAL15.0K shares0.00%2026-03-312026-05-15

OPK OPKO HEALTH INC17.0K shares0.00%2026-03-312026-05-15

Sponsored

SMTH

ALPS ETF TR

5.11%

Shares5.1M

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES TR

4.54%

Shares4.0M

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-16.95%

Shares607.5K

Event2026-03-31

Filed2026-05-15

DCRE

DOUBLELINE ETF TRUST

4.77%

Shares1.5M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

11.91%

Shares85.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

1.66%

Shares196.1K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-0.36%

Shares44.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.92%

Shares111.2K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

-0.58%

Shares397.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

6.21%

Shares123.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.30%

Shares114.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.12%

Shares69.4K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR

4.43%

Shares1.2M

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-2.15%

Shares156.4K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.88%

Shares57.7K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

0.23%

Shares61.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.17%

Shares42.2K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

1.44%

Shares123.4K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-5.30%

Shares100.0K

Event2026-03-31

Filed2026-05-15

AVY

AVERY DENNISON CORP

3.06%

Shares121.0K

Event2026-03-31

Filed2026-05-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

-14.14%

Shares1.0M

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

2.53%

Shares152.5K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

2.63%

Shares73.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-0.23%

Shares82.1K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO EXCH TRD SLF IDX FD

2.20%

Shares821.6K

Event2026-03-31

Filed2026-05-15

OUNZ

VANECK MERK GOLD ETF

2195.70%

Shares353.1K

Event2026-03-31

Filed2026-05-15

BSCT

INVESCO EXCH TRD SLF IDX FD

2.20%

Shares850.8K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

7.09%

Shares82.2K

Event2026-03-31

Filed2026-05-15

TSEL

TOUCHSTONE ETF TRUST

26.21%

Shares579.2K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-1.86%

Shares103.4K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

1.54%

Shares166.3K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-1.86%

Shares37.0K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

4.21%

Shares38.2K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

1.19%

Shares139.6K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-72.00%

Shares45.0K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

1.98%

Shares152.7K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-4.72%

Shares46.6K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

5.45%

Shares145.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-1.42%

Shares48.6K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

1.37%

Shares33.0K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-1.01%

Shares4.8K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-4.33%

Shares30.2K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

-4.89%

Shares120.1K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

14.77%

Shares163.5K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

0.53%

Shares21.1K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

0.18%

Shares91.5K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

-1.00%

Shares59.0K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

-4.01%

Shares1.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-18.04%

Shares19.9K

Event2026-03-31

Filed2026-05-15

SENEA

SENECA FOODS CORP NEW

-6.43%

Shares29.1K

Event2026-03-31

Filed2026-05-15

IMTM

ISHARES TR

1.76%

Shares85.7K

Event2026-03-31

Filed2026-05-15

PSTG

EVERPURE INC

17.59%

Shares68.8K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-2.70%

Shares25.7K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-4.48%

Shares14.7K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

1667.50%

Shares23.3K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

New

Shares35.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

4.30%

Shares20.1K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

0.48%

Shares33.9K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-0.10%

Shares37.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.86%

Shares11.7K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

0.10%

Shares51.5K

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares37.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

2.55%

Shares24.9K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

-3.79%

Shares41.2K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

-0.98%

Shares55.0K

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

-0.43%

Shares23.1K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares4

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

-0.25%

Shares9.9K

Event2026-03-31

Filed2026-05-15

AVIV

AMERICAN CENTY ETF TR

10.53%

Shares35.5K

Event2026-03-31

Filed2026-05-15

IBDV

ISHARES TR

New

Shares115.7K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

14.50%

Shares71.4K

Event2026-03-31

Filed2026-05-15

EFAV

ISHARES TR

2.25%

Shares26.1K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

1.76%

Shares34.1K

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

-7.54%

Shares43.5K

Event2026-03-31

Filed2026-05-15

KDP

KEURIG DR PEPPER INC

12.26%

Shares88.8K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

1.86%

Shares45.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-15.29%

Shares7.4K

Event2026-03-31

Filed2026-05-15

VRSK

VERISK ANALYTICS INC

-0.26%

Shares11.1K

Event2026-03-31

Filed2026-05-15

PPIH

PERMA-PIPE INTL HLDGS INC

0.00%

Shares70.0K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

-49.41%

Shares2.6K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

22.24%

Shares60.7K

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-1.39%

Shares7.1K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-1.27%

Shares14.2K

Event2026-03-31

Filed2026-05-15

NEAR

ISHARES U S ETF TR

1.40%

Shares33.1K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

90.75%

Shares33.0K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

-4.33%

Shares19.2K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

-2.22%

Shares13.1K

Event2026-03-31

Filed2026-05-15

EUSA

ISHARES INC

-1.22%

Shares16.2K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

0.00%

Shares17.6K

Event2026-03-31

Filed2026-05-15

WALKER & DUNLOP INC

-6.76%

Shares36.3K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

4.36%

Shares1.6K

Event2026-03-31

Filed2026-05-15

NTR

NUTRIEN LTD

-10.08%

Shares20.0K

Event2026-03-31

Filed2026-05-15

AVES

AMERICAN CENTY ETF TR

7.32%

Shares25.1K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-5.88%

Shares11.2K

Event2026-03-31

Filed2026-05-15

ALK

ALASKA AIR GROUP INC

63.71%

Shares38.8K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-8.82%

Shares4.6K

Event2026-03-31

Filed2026-05-15

IAC

IAC INC

-5.35%

Shares35.4K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares70.7K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-1.38%

Shares7.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.31%

Shares10.9K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-4.28%

Shares4.8K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-8.34%

Shares13.5K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

-7.05%

Shares10.6K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-6.17%

Shares16.0K

Event2026-03-31

Filed2026-05-15

RNP

COHEN & STEERS REIT & PFD &

14.81%

Shares62.0K

Event2026-03-31

Filed2026-05-15

DEERE & CO

6.77%

Shares2.1K

Event2026-03-31

Filed2026-05-15

TPL

TEXAS PACIFIC LAND CORPORATI

-37.18%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MYN

BLACKROCK MUNIYIELD N Y QUAL

49.25%

Shares120.9K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

74.24%

Shares4.1K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

UMH

UMH PPTYS INC

-1.01%

Shares78.2K

Event2026-03-31

Filed2026-05-15

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.16%

Shares1.9K

Event2026-03-31

Filed2026-05-15

JJSF

J & J SNACK FOODS CORP

-0.44%

Shares13.9K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-2.89%

Shares39.1K

Event2026-03-31

Filed2026-05-15

EEMV

ISHARES INC

2.87%

Shares16.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-21.83%

Shares16.0K

Event2026-03-31

Filed2026-05-15

PGX

INVESCO EXCH TRADED FD TR II

1.27%

Shares93.8K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-9.09%

Shares3.0K

Event2026-03-31

Filed2026-05-15

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares82.0K

Event2026-03-31

Filed2026-05-15

LOAN

MANHATTAN BRDG CAP INC

0.00%

Shares217.8K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

8.85%

Shares5.9K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-26.90%

Shares12.9K

Event2026-03-31

Filed2026-05-15

KEX

KIRBY CORP

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

-2.68%

Shares4.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-6.60%

Shares1.8K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

-4.85%

Shares19.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-47.85%

Shares1.3K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-2.83%

Shares4.3K

Event2026-03-31

Filed2026-05-15

SYF

SYNCHRONY FINANCIAL

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-15

AT&T INC

0.00%

Shares27.7K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CCS

CENTURY COMMUNITIES INC

13.79%

Shares13.2K

Event2026-03-31

Filed2026-05-15

BSJS

INVESCO EXCH TRD SLF IDX FD

-1.13%

Shares34.9K

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP INC

156.86%

Shares3.3K

Event2026-03-31

Filed2026-05-15

BLDR

BUILDERS FIRSTSOURCE INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-2.87%

Shares11.0K

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

-4.12%

Shares6.1K

Event2026-03-31

Filed2026-05-15

USFD

US FOODS HLDG CORP

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO DEL

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-11.42%

Shares2.4K

Event2026-03-31

Filed2026-05-15

CEF

SPROTT ASSET MANAGEMENT LP

-95.85%

Shares14.6K

Event2026-03-31

Filed2026-05-15

FCT

FIRST TR SR FLTG RATE INCOME

0.00%

Shares72.3K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-15

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

0.00%

Shares67.8K

Event2026-03-31

Filed2026-05-15

BBWI

BATH & BODY WORKS INC

0.82%

Shares36.7K

Event2026-03-31

Filed2026-05-15

FLDR

FIDELITY MERRIMACK STR TR

19.82%

Shares13.3K

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC

-6.81%

Shares4.9K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

RFI

COHEN & STEERS TOTAL RETURN

0.00%

Shares57.5K

Event2026-03-31

Filed2026-05-15

IMPINJ INC

8.77%

Shares6.2K

Event2026-03-31

Filed2026-05-15

OLN

OLIN CORP

New

Shares21.2K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

AIR LEASE CORP

-14.29%

Shares9.6K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-1.68%

Shares4.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

6.77%

Shares4.2K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-43.81%

Shares6.3K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

0.10%

Shares986

Event2026-03-31

Filed2026-05-15

TDW

TIDEWATER INC NEW

-1.39%

Shares7.1K

Event2026-03-31

Filed2026-05-15

MRP

MILLROSE PPTYS INC

-8.17%

Shares20.9K

Event2026-03-31

Filed2026-05-15

YUMC

YUM CHINA HLDGS INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

DOC

HEALTHPEAK PROPERTIES INC

4.57%

Shares34.3K

Event2026-03-31

Filed2026-05-15

FRA

BLACKROCK FLOATING RATE INCO

0.00%

Shares51.1K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

CHIRON REAL ESTATE INC

3.05%

Shares16.9K

Event2026-03-31

Filed2026-05-15

IBTJ

ISHARES TR

1.82%

Shares25.0K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

-32.32%

Shares3.7K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

0.00%

Shares617

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-8.91%

Shares1.6K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

GHC

Graham Holdings Co

New

Shares500

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-5.88%

Shares400

Event2026-03-31

Filed2026-05-15

VLGEA

VILLAGE SUPER MKT INC

-13.16%

Shares12.5K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares745

Event2026-03-31

Filed2026-05-15

BROOKFIELD CORP

New

Shares13.0K

Event2026-03-31

Filed2026-05-15

BOEING CO

-0.91%

Shares2.6K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-26.32%

Shares1.7K

Event2026-03-31

Filed2026-05-15

BSJQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-15

VISA INC

-5.75%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ACHR

ARCHER AVIATION INC

New

Shares94.5K

Event2026-03-31

Filed2026-05-15

VMI

VALMONT INDS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

-6.47%

Shares5.8K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-15

INGR

Ingredion Inc

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-15

BLW

BLACKROCK LTD DURATION INCOM

0.00%

Shares34.1K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-15

Hyster Yale Inc

New

Shares13.0K

Event2026-03-31

Filed2026-05-15

MFIC

MIDCAP FINANCIAL INVSTMNT CO

0.00%

Shares37.3K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

PPT

PUTNAM PREMIER INCOME TR

0.00%

Shares117.0K

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS INC

-5.02%

Shares700

Event2026-03-31

Filed2026-05-15

COCA COLA CO

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-10.99%

Shares8.1K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-31.51%

Shares5.0K

Event2026-03-31

Filed2026-05-15

BDJ

BLACKROCK ENHANCED EQUITY DI

9.56%

Shares45.9K

Event2026-03-31

Filed2026-05-15

FOR

Forestar Group

New

Shares16.0K

Event2026-03-31

Filed2026-05-15

BSL

BLACKSTONE SENI FLTN RAT 202

0.00%

Shares29.8K

Event2026-03-31

Filed2026-05-15

UHAL.B

U HAUL HOLDING COMPANY

New

Shares8.6K

Event2026-03-31

Filed2026-05-15

HRI

HERC HLDGS INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

0.00%

Shares900

Event2026-03-31

Filed2026-05-15

MOS

MOSAIC CO

0.00%

Shares14.7K

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-15

SONY

SONY GROUP CORP

-24.40%

Shares17.2K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-4.86%

Shares2.4K

Event2026-03-31

Filed2026-05-15

IBMO

ISHARES TR

28.75%

Shares13.6K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-3.16%

Shares1.0K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-0.53%

Shares1.7K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-15

ATKR

ATKORE INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-15

RWT

REDWOOD TRUST INC

0.00%

Shares60.7K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-36.22%

Shares794

Event2026-03-31

Filed2026-05-15

XBI

SPDR SERIES TRUST

-3.64%

Shares2.6K

Event2026-03-31

Filed2026-05-15

VCRM

VANGUARD MUN BD FDS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

NAZ

NUVEEN ARIZONA QLTY MUN INC

10.00%

Shares27.5K

Event2026-03-31

Filed2026-05-15

MTB

M & T BK CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

IHI

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

NAN

NUVEEN NY DIVI ADV

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-41.57%

Shares5.5K

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINL INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SOXL

DIREXION SHARES ETF TRUST

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

CNH

CNH INDL N V

New

Shares25.0K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

VTN

INVESCO TR INVT GRADE NEW YO

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

AMTM

AMENTUM HOLDINGS INC

-1.22%

Shares10.7K

Event2026-03-31

Filed2026-05-15

EFR

EATON VANCE SR FLTNG RTE TR

0.00%

Shares26.5K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

MPA

BLACKROCK MUNIYIELD PA QUALI

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

0.00%

Shares633

Event2026-03-31

Filed2026-05-15

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

7.56%

Shares2.4K

Event2026-03-31

Filed2026-05-15

PHIN

PHINIA INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

HSIC

SCHEIN HENRY INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-8.09%

Shares750

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-5.90%

Shares988

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-12.92%

Shares4.8K

Event2026-03-31

Filed2026-05-15

MAGNUM ICE CREAM CO NV

-12.10%

Shares16.3K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

42.86%

Shares1.0K

Event2026-03-31

Filed2026-05-15

VMO

INVESCO MUN OPPORTUNIT TR

0.00%

Shares25.5K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-20.83%

Shares2.6K

Event2026-03-31

Filed2026-05-15

NEA

NUVEEN AMT FREE QLTY MUN INC

-7.50%

Shares21.5K

Event2026-03-31

Filed2026-05-15

WAT

WATERS CORP

0.25%

Shares802

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-11.24%

Shares387

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-6.06%

Shares1.3K

Event2026-03-31

Filed2026-05-15

VLY

VALLEY NATL BANCORP

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15