Sponsored
The Analysis of THOMPSON INVESTMENT MANAGEMENT, INC.'s Holdings & P&L
Currently, THOMPSON INVESTMENT MANAGEMENT, INC. holds 499 types of securities in its portfolio with a total value $773.5M. In the most recent quarter, they have increased their positions in INTU (+16.6K shares, valued at $7.2M), CHWY (+231.5K shares, valued at $6.2M), HQY (+64.0K shares, valued at $5.3M); decreased their positions in WBD (-556.2K shares, valued at $15.3M), LITE (-14.2K shares, valued at $10.0M), EA (-42.1K shares, valued at $8.6M); initiated new positions in INTU (+16.6K shares, valued at $7.2M), HQY (+64.0K shares, valued at $5.3M), SPGI (+2.5K shares, valued at $1.1M).
1M P&L
+24.9M+3.72%
3M P&L
+20.4M+3.02%
HY P&L
+61.4M+9.69%
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
1Drug Manufacturers - General44.5M
6.9%
2N/A43.5M
6.8%
3Software - Infrastructure35.3M
5.5%
Top Industries by Stock Count
1N/A112 stocks
28.5%
2Banks - Regional11 stocks
2.8%
3Specialty Industrial Machinery11 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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ALPHABET INC CAP STK CL A
-2.30%ALPHABET INC CAP STK CL A
Shares143.3K
Event2026-03-31
Filed2026-04-08
MSFT
8.76%MICROSOFT CORP
Shares71.1K
Event2026-03-31
Filed2026-04-08
XOM
-2.64%EXXON MOBIL CORP COM
Shares150.6K
Event2026-03-31
Filed2026-04-08
WBD
-48.83%WARNER BROTHERS DISCOVERY
Shares582.9K
Event2026-03-31
Filed2026-04-08
CITIGROUP INC COM NEW
-2.22%CITIGROUP INC COM NEW
Shares140.1K
Event2026-03-31
Filed2026-04-08
VTRS
-0.66%VIATRIS
Shares1.1M
Event2026-03-31
Filed2026-04-08
KRNT
2.68%KORNIT DIGITAL LTD SHS
Shares900.4K
Event2026-03-31
Filed2026-04-08
PFE
0.15%PFIZER INC
Shares464.2K
Event2026-03-31
Filed2026-04-08
JPM
0.30%JPMORGAN CHASE & CO COM
Shares42.3K
Event2026-03-31
Filed2026-04-08
QCOM
15.82%QUALCOMM INC
Shares95.1K
Event2026-03-31
Filed2026-04-08
PEP
-0.25%PEPSICO INC
Shares78.0K
Event2026-03-31
Filed2026-04-08
JNJ
-1.05%JOHNSON & JOHNSON
Shares48.7K
Event2026-03-31
Filed2026-04-08
BAC
0.07%BANK OF AMERICA
Shares239.0K
Event2026-03-31
Filed2026-04-08
LKQ
5.47%LKQ CORP COM
Shares394.8K
Event2026-03-31
Filed2026-04-08
CSCO
-2.14%CISCO SYSTEMS INC
Shares148.2K
Event2026-03-31
Filed2026-04-08
UNH
19.66%UNITEDHEALTH GROUP INC
Shares42.3K
Event2026-03-31
Filed2026-04-08
META
2.51%META PLATFORMS
Shares19.6K
Event2026-03-31
Filed2026-04-08
AAPL
-2.38%APPLE INC COM
Shares43.2K
Event2026-03-31
Filed2026-04-08
TARGET CORP
0.60%TARGET CORP
Shares88.8K
Event2026-03-31
Filed2026-04-08
EBAY
-0.60%EBAY INC COM
Shares117.7K
Event2026-03-31
Filed2026-04-08
PYPL
26.27%PAYPAL HLDGS INC COM
Shares229.7K
Event2026-03-31
Filed2026-04-08
SCHW
7.03%SCHWAB (CHARLES) CORP
Shares102.9K
Event2026-03-31
Filed2026-04-08
PG
70.74%PROCTER & GAMBLE COMPANY
Shares63.7K
Event2026-03-31
Filed2026-04-08
CVS
0.73%CVS HEALTH CORP COM
Shares128.2K
Event2026-03-31
Filed2026-04-08
COHERENT INC COM
-22.93%COHERENT INC COM
Shares38.0K
Event2026-03-31
Filed2026-04-08
NXPI
2.02%NXP SEMICONDUCTORS N V COM
Shares45.7K
Event2026-03-31
Filed2026-04-08
PFGC
6.52%PERFORMANCE FOOD GROUP CO COM
Shares103.6K
Event2026-03-31
Filed2026-04-08
CNXC
45.54%CONCENTRIX CORP COM
Shares314.6K
Event2026-03-31
Filed2026-04-08
ARE
4.96%ALEXANDRIA REAL ESTATE EQ INC
Shares180.6K
Event2026-03-31
Filed2026-04-08
AMN
3.14%AMN HEALTHCARE SVCS INC COM
Shares457.0K
Event2026-03-31
Filed2026-04-08
V
1.37%VISA INC COM CL A
Shares26.8K
Event2026-03-31
Filed2026-04-08
OI
8.25%O-I GLASS INC COM
Shares763.6K
Event2026-03-31
Filed2026-04-08
CVX
-2.13%CHEVRON CORP NEW COM
Shares38.4K
Event2026-03-31
Filed2026-04-08
WEC ENERGY GROUP INC COM
0.73%WEC ENERGY GROUP INC COM
Shares67.7K
Event2026-03-31
Filed2026-04-08
STT
-1.11%STATE STREET CORP
Shares58.8K
Event2026-03-31
Filed2026-04-08
FCX
-4.41%FREEPORT-MCMORAN INC
Shares125.7K
Event2026-03-31
Filed2026-04-08
VIAV
-41.00%VIAVI SOLUTIONS INC COM
Shares219.9K
Event2026-03-31
Filed2026-04-08
NTRS
-0.41%NORTHERN TRUST CORP
Shares51.7K
Event2026-03-31
Filed2026-04-08
CHWY
670.73%CHEWY INC CL A
Shares266.0K
Event2026-03-31
Filed2026-04-08
INTU
NewINTUIT INC
Shares16.6K
Event2026-03-31
Filed2026-04-08
CFG
-0.31%CITIZENS FINANCIAL GROUP INC C
Shares119.1K
Event2026-03-31
Filed2026-04-08
FDX
-0.86%FEDEX CORP COM
Shares20.0K
Event2026-03-31
Filed2026-04-08
THE CIGNA GROUP
8.54%THE CIGNA GROUP
Shares26.5K
Event2026-03-31
Filed2026-04-08
GENERAL ELECTRIC CO COM NEW
-0.20%GENERAL ELECTRIC CO COM NEW
Shares24.9K
Event2026-03-31
Filed2026-04-08
ABBV
0.31%ABBVIE INC. COM
Shares31.8K
Event2026-03-31
Filed2026-04-08
KEYS
-45.60%KEYSIGHT TECHNOLOGIES INC COM
Shares24.4K
Event2026-03-31
Filed2026-04-08
PNC
-0.48%PNC FINL SVCS GROUP COM
Shares33.1K
Event2026-03-31
Filed2026-04-08
FLAGSTAR FINANCIAL INC
4.15%FLAGSTAR FINANCIAL INC
Shares521.9K
Event2026-03-31
Filed2026-04-08
ADBE
40.68%ADOBE INC
Shares27.9K
Event2026-03-31
Filed2026-04-08
BMY
-0.27%BRISTOL MYERS SQUIBB CO
Shares105.2K
Event2026-03-31
Filed2026-04-08
FI
28.70%FISERV INC
Shares112.6K
Event2026-03-31
Filed2026-04-08
AMGN
-0.46%AMGEN INC
Shares17.8K
Event2026-03-31
Filed2026-04-08
ORCL
3.43%ORACLE CORP
Shares41.4K
Event2026-03-31
Filed2026-04-08
MCHP
1.33%MICROCHIP TECHNOLOGY INC
Shares92.6K
Event2026-03-31
Filed2026-04-08
LNT
0.61%ALLIANT ENERGY CORP
Shares82.8K
Event2026-03-31
Filed2026-04-08
KMB
12.22%KIMBERLY CLARK CORP
Shares59.2K
Event2026-03-31
Filed2026-04-08
CRM
36.62%SALESFORCE INC COM
Shares30.5K
Event2026-03-31
Filed2026-04-08
DIS
156.90%DISNEY WALT PRODTNS
Shares58.8K
Event2026-03-31
Filed2026-04-08
SJM
9.06%SMUCKER J M CO COM NEW
Shares58.6K
Event2026-03-31
Filed2026-04-08
BA
-0.86%BOEING CO
Shares28.3K
Event2026-03-31
Filed2026-04-08
ICE
3.07%INTERCONTINENTALEXCHANGE COM
Shares35.3K
Event2026-03-31
Filed2026-04-08
HQY
NewHEALTHEQUITY INC COM
Shares64.0K
Event2026-03-31
Filed2026-04-08
AGG
12.37%ISHARES TR CORE TOTUSBD ETF
Shares52.7K
Event2026-03-31
Filed2026-04-08
GEV
-0.21%GE VERNOVA INC COM
Shares5.8K
Event2026-03-31
Filed2026-04-08
LITE
-68.42%LUMENTUM HLDGS INC COM
Shares6.6K
Event2026-03-31
Filed2026-04-08
RRX
-0.85%REGAL REXNORD CORP
Shares24.4K
Event2026-03-31
Filed2026-04-08
GEHC
17.28%GE HEALTHCARE TECHNOLOGIES INC
Shares59.8K
Event2026-03-31
Filed2026-04-08
ADI
-10.04%ANALOG DEVICES INC COM
Shares13.2K
Event2026-03-31
Filed2026-04-08
MCKESSON CORP
-1.10%MCKESSON CORP
Shares4.8K
Event2026-03-31
Filed2026-04-08
NOMD
35.93%NOMAD FOODS LTD USD ORD SHS
Shares422.9K
Event2026-03-31
Filed2026-04-08
IFNNY
0.00%INFINEON TECHNOLOGIES AG SPONS
Shares89.6K
Event2026-03-31
Filed2026-04-08
COOPER COS INC COM NEW
1.21%COOPER COS INC COM NEW
Shares56.2K
Event2026-03-31
Filed2026-04-08
IVE
5.50%ISHARES TR S&P500/BAR VAL
Shares18.7K
Event2026-03-31
Filed2026-04-08
SSNC
18.12%SS&C TECHNOLOGIES HLDGS INC CO
Shares57.5K
Event2026-03-31
Filed2026-04-08
AOS
5.15%SMITH A O COM
Shares56.2K
Event2026-03-31
Filed2026-04-08
GPN
26.07%GLOBAL PMTS INC COM
Shares54.7K
Event2026-03-31
Filed2026-04-08
EFX
18.92%EQUIFAX INC CO
Shares19.5K
Event2026-03-31
Filed2026-04-08
AMT
20.90%AMERICAN TOWER CORP NEW COM
Shares20.0K
Event2026-03-31
Filed2026-04-08
MARVELL TECHNOLOGY GROUP LTD C
0.00%MARVELL TECHNOLOGY GROUP LTD C
Shares34.8K
Event2026-03-31
Filed2026-04-08
COF
14.00%CAPITAL ONE FINANCIAL CORP CO
Shares17.0K
Event2026-03-31
Filed2026-04-08
VTI
-0.37%VANGUARD INDEX TR STK MRK VIPE
Shares9.5K
Event2026-03-31
Filed2026-04-08
MERCK & CO INC NEW COM
-1.74%MERCK & CO INC NEW COM
Shares24.5K
Event2026-03-31
Filed2026-04-08
CLX
2.95%CLOROX CO
Shares27.1K
Event2026-03-31
Filed2026-04-08
LNG
-5.86%CHENIERE ENERGY INC COM NEW
Shares9.6K
Event2026-03-31
Filed2026-04-08
KO
-1.80%COCA COLA CO
Shares34.2K
Event2026-03-31
Filed2026-04-08
HCA
0.00%HCA HEALTHCARE INC COM
Shares5.4K
Event2026-03-31
Filed2026-04-08
VT
0.00%VANGUARD INTL EQUITY INDEX FDS
Shares16.6K
Event2026-03-31
Filed2026-04-08
CALX
0.00%CALIX INC COM
Shares44.8K
Event2026-03-31
Filed2026-04-08
BSV
4.18%VANGUARD BD INDEX FD SHORT TRM
Shares27.3K
Event2026-03-31
Filed2026-04-08
BLD
0.00%TOPBUILD CORP COM
Shares5.7K
Event2026-03-31
Filed2026-04-08
SCHE
2.47%SCHWAB STRATEGIC TR EMRG MKTEQ
Shares59.0K
Event2026-03-31
Filed2026-04-08
FARMERS & MERCHANTS BK COM
0.00%FARMERS & MERCHANTS BK COM
Shares223
Event2026-03-31
Filed2026-04-08
IJJ
6.12%ISHARES S&P MIDCAP 400 VALUE E
Shares13.2K
Event2026-03-31
Filed2026-04-08
CIGI
9.17%COLLIERS INTL GROUP INC SUB VT
Shares15.2K
Event2026-03-31
Filed2026-04-08
SCHF
0.00%SCHWAB STRATEGIC TR INTL EQTY
Shares62.5K
Event2026-03-31
Filed2026-04-08
IJH
7.37%ISHARES TR S&P MIDCAP 400
Shares19.2K
Event2026-03-31
Filed2026-04-08
NBIX
0.00%NEUROCRINE BIOSCIENCES INC COM
Shares9.8K
Event2026-03-31
Filed2026-04-08
NFLX
66000.00%NETFLIX INC COM
Shares13.2K
Event2026-03-31
Filed2026-04-08
IJS
4.23%ISHARES S&P SMLCP 600 VALUE ET
Shares9.8K
Event2026-03-31
Filed2026-04-08
JAZZ
0.00%JAZZ PHARMACEUTICALS PLC SHS U
Shares5.8K
Event2026-03-31
Filed2026-04-08
SPGI
NewS&P GLOBAL INC
Shares2.5K
Event2026-03-31
Filed2026-04-08
IJR
8.35%ISHARES TR CORE S&P SCP ETF
Shares8.6K
Event2026-03-31
Filed2026-04-08
XEL
0.00%XCEL ENERGY INC
Shares12.7K
Event2026-03-31
Filed2026-04-08
ZION
-0.14%ZIONS BANCORPORATION NA
Shares16.4K
Event2026-03-31
Filed2026-04-08
ASB
0.00%ASSOCIATED BANCORP
Shares36.5K
Event2026-03-31
Filed2026-04-08
TFX
0.00%TELEFLEX INC
Shares7.8K
Event2026-03-31
Filed2026-04-08
GLW
-88.29%CORNING INC
Shares6.5K
Event2026-03-31
Filed2026-04-08
AMZN
3.17%AMAZON COM INC CO
Shares4.2K
Event2026-03-31
Filed2026-04-08
BFH
0.00%BREAD FINANCIAL HOLDINGS
Shares11.3K
Event2026-03-31
Filed2026-04-08
VUG
1.36%VANGUARD INDEX FDS GROWTH ETF
Shares1.9K
Event2026-03-31
Filed2026-04-08
BFC
0.00%BANK FIRST CORPORATION
Shares6.2K
Event2026-03-31
Filed2026-04-08
ANNALY CAPITAL MANAGEMENT INC
2.77%ANNALY CAPITAL MANAGEMENT INC
Shares38.6K
Event2026-03-31
Filed2026-04-08
WSC
5.53%WILLSCOT HLDNG CORP
Shares42.8K
Event2026-03-31
Filed2026-04-08
OHI
16.70%OMEGA HEALTHCARE INVS COM
Shares16.9K
Event2026-03-31
Filed2026-04-08
GNL
0.03%GLOBAL NET LEASE INC COM NEW
Shares77.2K
Event2026-03-31
Filed2026-04-08
OKTA
0.00%OKTA INC CL A
Shares8.6K
Event2026-03-31
Filed2026-04-08
ALPHABET INC CAP STK CL C
-5.79%ALPHABET INC CAP STK CL C
Shares2.3K
Event2026-03-31
Filed2026-04-08
COST
0.00%COSTCO WHOLESALE CORP
Shares648
Event2026-03-31
Filed2026-04-08
AON PLC SHS CL A
0.00%AON PLC SHS CL A
Shares2.0K
Event2026-03-31
Filed2026-04-08
PSTG
54.23%EVERPURE INC CL A
Shares10.7K
Event2026-03-31
Filed2026-04-08
HST
2.42%HOST HOTELS&RESORTS COM
Shares32.4K
Event2026-03-31
Filed2026-04-08
GREEN THUMB INDS INC SUB VTG S
0.00%GREEN THUMB INDS INC SUB VTG S
Shares95.7K
Event2026-03-31
Filed2026-04-08
EPD
0.00%ENTERPRISE PRODS PARTN COM
Shares15.9K
Event2026-03-31
Filed2026-04-08
LEVI
0.00%LEVI STRAUSS & CO NEW CL A COM
Shares30.5K
Event2026-03-31
Filed2026-04-08
GNRC
-23.52%GENERAC HLDGS INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-08
TRUIST FINANCIAL CORP
0.00%TRUIST FINANCIAL CORP
Shares12.0K
Event2026-03-31
Filed2026-04-08
MGEE
0.65%MGE ENERGY INC COM
Shares6.8K
Event2026-03-31
Filed2026-04-08
JAMES HARDIE INDS PLC
0.00%JAMES HARDIE INDS PLC
Shares27.6K
Event2026-03-31
Filed2026-04-08
PK
4.06%PARK HOTELS & RESORTS INC COM
Shares49.4K
Event2026-03-31
Filed2026-04-08
SYY
83.46%SYSCO CORPORATION
Shares7.3K
Event2026-03-31
Filed2026-04-08
AXP
0.00%AMERICAN EXPRESS CO
Shares1.7K
Event2026-03-31
Filed2026-04-08
CTAS
0.00%CINTAS CORP COM
Shares2.8K
Event2026-03-31
Filed2026-04-08
BERKSHIRE HATHAWAY INC CL B NE
46.81%BERKSHIRE HATHAWAY INC CL B NE
Shares988
Event2026-03-31
Filed2026-04-08
HAS
-17.14%HASBRO INC COM
Shares5.1K
Event2026-03-31
Filed2026-04-08
OKE
0.00%ONEOK INC NEW COM
Shares5.0K
Event2026-03-31
Filed2026-04-08
RMD
0.00%RESMED INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-08
WFC
2.97%WELLS FARGO NEW
Shares5.6K
Event2026-03-31
Filed2026-04-08
XYL
0.00%XYLEM INC COM
Shares3.6K
Event2026-03-31
Filed2026-04-08
IDXX
0.00%IDEXX LABS INC COM
Shares750
Event2026-03-31
Filed2026-04-08
MAT
131.77%MATTEL INC
Shares28.2K
Event2026-03-31
Filed2026-04-08
UBISOFT ENTMT SA ADR
41.44%UBISOFT ENTMT SA ADR
Shares454.0K
Event2026-03-31
Filed2026-04-08
WAB
-0.13%WABTEC CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-08
SCHH
5.13%SCHWAB STRATEGIC TR US REIT ET
Shares17.2K
Event2026-03-31
Filed2026-04-08
HSIC
0.00%SCHEIN HENRY INC CO
Shares5.0K
Event2026-03-31
Filed2026-04-08
USMV
0.00%ISHARES TR MSCI USA MIN VOL FA
Shares3.9K
Event2026-03-31
Filed2026-04-08
INTC
-7.12%INTEL CORP
Shares8.2K
Event2026-03-31
Filed2026-04-08
POOL
0.00%POOL CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-08
MWA
0.00%MUELLER WTR PRODS INC COM SER
Shares13.0K
Event2026-03-31
Filed2026-04-08
XLK
0.00%SELECT SECTOR SPDR TR SBI INT-
Shares2.6K
Event2026-03-31
Filed2026-04-08
SO
-3.13%SOUTHERN CO COM
Shares3.6K
Event2026-03-31
Filed2026-04-08
TSM
0.00%TAIWAN SEMICONDUCTOR SPONSORED
Shares1.0K
Event2026-03-31
Filed2026-04-08
FBIZ
0.00%1ST BUS FINL SVCS INC COM
Shares6.0K
Event2026-03-31
Filed2026-04-08
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares1.5K
Event2026-03-31
Filed2026-04-08
FREL
7.35%FIDELITY MSCI RL EST ETF
Shares11.6K
Event2026-03-31
Filed2026-04-08
PM
0.00%PHILIP MORRIS INTL INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-08
SDY
0.00%SPDR SERIES TRUST S&P DIVID ET
Shares2.0K
Event2026-03-31
Filed2026-04-08
FSV
0.00%FIRSTSERVICE CORP NEW COM
Shares2.1K
Event2026-03-31
Filed2026-04-08
MTD
0.00%METTLER TOLEDO INTL COM
Shares225
Event2026-03-31
Filed2026-04-08
NVDA
-2.58%NVIDIA CORP COM
Shares1.6K
Event2026-03-31
Filed2026-04-08
CCJ
0.00%CAMECO CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-08
HON
-1.44%HONEYWELL INTERNATIONAL INC.
Shares1.2K
Event2026-03-31
Filed2026-04-08
BLACKSTONE INC
0.00%BLACKSTONE INC
Shares2.2K
Event2026-03-31
Filed2026-04-08
MCD
0.00%MCDONALDS CORP
Shares824
Event2026-03-31
Filed2026-04-08
SHEL
-14.96%SHELL PLC SPON ADS
Shares2.7K
Event2026-03-31
Filed2026-04-08
EA
-97.16%ELECTRONIC ARTS INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-08
SDOG
0.00%ALPS ETF TR SECTR DIV DOGS
Shares3.8K
Event2026-03-31
Filed2026-04-08
CL
0.00%COLGATE PALMOLIVE CO
Shares2.8K
Event2026-03-31
Filed2026-04-08
T
6.02%AT&T INC COM
Shares7.9K
Event2026-03-31
Filed2026-04-08
CINF
0.00%CINCINNATI FINANCIAL CORP
Shares1.4K
Event2026-03-31
Filed2026-04-08
DFAC
0.00%DIMENSIONAL ETF TRUST US CORE
Shares5.6K
Event2026-03-31
Filed2026-04-08
MO
-3.08%ALTRIA GROUP INC COM
Shares3.1K
Event2026-03-31
Filed2026-04-08
ALL
16.35%ALLSTATE CORP
Shares989
Event2026-03-31
Filed2026-04-08
FAST
0.00%FASTENAL CO
Shares4.4K
Event2026-03-31
Filed2026-04-08
ADP
0.00%AUTOMATIC DATA PROCESSING
Shares1.0K
Event2026-03-31
Filed2026-04-08
VANGUARD INDEX FDS S&P 500 ETF
512.96%VANGUARD INDEX FDS S&P 500 ETF
Shares331
Event2026-03-31
Filed2026-04-08
SELECT SECTOR SPDR TR SBI INT-
0.00%SELECT SECTOR SPDR TR SBI INT-
Shares4.0K
Event2026-03-31
Filed2026-04-08
DBEF
0.00%DBX ETF TR XTRACK MSCI EAFE
Shares3.8K
Event2026-03-31
Filed2026-04-08
BSVO
0.00%EA SERIES TRUST EA BRIDGEWAY O
Shares7.2K
Event2026-03-31
Filed2026-04-08
NEE
0.00%NEXTERA ENERGY INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-08
CCK
0.00%CROWN HOLDINGS INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-08
SPG
9.48%SIMON PPTY GROUP INC NEW COM
Shares889
Event2026-03-31
Filed2026-04-08
MAS
6.27%MASCO CORP COM
Shares2.7K
Event2026-03-31
Filed2026-04-08
ABT
0.00%ABBOTT LABS
Shares1.6K
Event2026-03-31
Filed2026-04-08
EEM
0.00%ISHARES MSCI EMERGING MKT ETF
Shares2.8K
Event2026-03-31
Filed2026-04-08
IBN
0.00%ICICI BK LTD ADR
Shares5.9K
Event2026-03-31
Filed2026-04-08
LOW
-18.72%LOWES COS INC CO
Shares647
Event2026-03-31
Filed2026-04-08
KMI
8.40%KINDER MORGAN INC DEL COM
Shares4.5K
Event2026-03-31
Filed2026-04-08
NMIH
0.00%NMI HLDGS INC
Shares4.0K
Event2026-03-31
Filed2026-04-08
ROK
0.00%ROCKWELL INTL CORP
Shares400
Event2026-03-31
Filed2026-04-08
IWN
0.00%ISHARES RUSSELL 2000 VALUE ETF
Shares754
Event2026-03-31
Filed2026-04-08
VGT
0.00%VANGUARD WORLD FDS INF TECH ET
Shares203
Event2026-03-31
Filed2026-04-08
SCHA
-14.63%SCHWAB STRATEGIC TR US SML CAP
Shares4.8K
Event2026-03-31
Filed2026-04-08
TSLA
59.75%TESLA INC
Shares377
Event2026-03-31
Filed2026-04-08
VBR
0.00%VANGUARD INDEX FDS SM CP VAL E
Shares635
Event2026-03-31
Filed2026-04-08
WMT
0.00%WALMART INC
Shares1.1K
Event2026-03-31
Filed2026-04-08
IUSB
33.95%ISHARES TR CORE UNIVERSAL TOTA
Shares2.9K
Event2026-03-31
Filed2026-04-08
INDA
0.00%ISHARES TR MSCI INDIA ETF
Shares2.9K
Event2026-03-31
Filed2026-04-08
PH
0.00%PARKER HANNIFIN CORP
Shares150
Event2026-03-31
Filed2026-04-08
MS
0.00%MORGAN STANLEY COM NEW
Shares808
Event2026-03-31
Filed2026-04-08
BMO
-13.37%BANK OF MONTREAL
Shares972
Event2026-03-31
Filed2026-04-08
LHX
3.69%L3HARRIS TECHNOLOGIES INC COM
Shares365
Event2026-03-31
Filed2026-04-08
VDC
0.00%VANGUARD WORLD FDS CONSUM STP
Shares560
Event2026-03-31
Filed2026-04-08
VTV
12.18%VANGUARD INDEX FDS VALUE ETF
Shares617
Event2026-03-31
Filed2026-04-08
SMIN
0.00%ISHARES TR MSCI INDIA ETF
Shares2.0K
Event2026-03-31
Filed2026-04-08
ISHARES GOLD TR ISHARES NEW
0.00%ISHARES GOLD TR ISHARES NEW
Shares1.4K
Event2026-03-31
Filed2026-04-08
SPY
11.11%STANDARD & POORS DEP REC TR UN
Shares180
Event2026-03-31
Filed2026-04-08
APH
0.00%AMPHENOL CORP NEW CL A
Shares910
Event2026-03-31
Filed2026-04-08
INDY
0.00%ISHARES INDIA 50 ETF
Shares2.7K
Event2026-03-31
Filed2026-04-08
SEE
-96.32%SEALED AIR CORP
Shares2.7K
Event2026-03-31
Filed2026-04-08
GWW
0.00%GRAINGER W W INC
Shares100
Event2026-03-31
Filed2026-04-08
SLB
0.00%SLB LTD
Shares2.1K
Event2026-03-31
Filed2026-04-08
CB
0.00%CHUBB LIMITED COM
Shares330
Event2026-03-31
Filed2026-04-08
DAL
0.00%DELTA AIR LINES INC DEL COM NE
Shares1.6K
Event2026-03-31
Filed2026-04-08
DFIV
0.00%DIMENSIONAL ETF TRUST INTERNAT
Shares2.0K
Event2026-03-31
Filed2026-04-08
EIPI
0.00%FIRST TR EXCHNG TRADED FD VIII
Shares4.6K
Event2026-03-31
Filed2026-04-08
ROP
0.00%ROPER INDS INC NEW COM
Shares290
Event2026-03-31
Filed2026-04-08
URI
0.00%UNITED RENTALS INC COM
Shares140
Event2026-03-31
Filed2026-04-08
FVD
-30.44%FIRST TR VALUE LINE DIVID INDX
Shares2.2K
Event2026-03-31
Filed2026-04-08
LIN
-4.76%LINDE PLC COM
Shares200
Event2026-03-31
Filed2026-04-08
GSK PLC SPONSORED ADR
22.09%GSK PLC SPONSORED ADR
Shares1.6K
Event2026-03-31
Filed2026-04-08
T ROWE PRICE GROUP INC
0.00%T ROWE PRICE GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
CTVA
-7.38%CORTEVA INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-08
VGK
0.00%VANGUARD INTL EQTY IDX MSCI EU
Shares1.1K
Event2026-03-31
Filed2026-04-08
GM
0.00%GENERAL MTRS CO COM
Shares1.2K
Event2026-03-31
Filed2026-04-08
NSC
0.00%NORFOLK SOUTHERN CORP COM
Shares300
Event2026-03-31
Filed2026-04-08
IEFA
511.84%ISHARES TR CORE MSCI EAFE
Shares930
Event2026-03-31
Filed2026-04-08
VZ
-4.81%VERIZON COMMUNICATIONS
Shares1.6K
Event2026-03-31
Filed2026-04-08
EMR
0.00%EMERSON ELEC CO
Shares600
Event2026-03-31
Filed2026-04-08
CHD
0.00%CHURCH & DWIGHT INC COM
Shares839
Event2026-03-31
Filed2026-04-08
FIS
0.00%FIDELITY NATL INFO SVC COM
Shares1.6K
Event2026-03-31
Filed2026-04-08
APOLLO GLOBAL MGMT INC NT 7.6
0.00%APOLLO GLOBAL MGMT INC NT 7.6
Shares3.0K
Event2026-03-31
Filed2026-04-08
LUV
0.00%SOUTHWEST AIRLINES
Shares2.0K
Event2026-03-31
Filed2026-04-08
TSN
-60.93%TYSON FOODS INC CL A
Shares1.2K
Event2026-03-31
Filed2026-04-08
SPYV
0.31%SPDR SERIES TRUST PRTFLO S&P50
Shares1.3K
Event2026-03-31
Filed2026-04-08
ASBA
0.00%ASSOCIATED BANC CORP NT 33
Shares3.0K
Event2026-03-31
Filed2026-04-08
MDY
0.00%SPDR S&P MIDCAP 400 ETF TR UTS
Shares117
Event2026-03-31
Filed2026-04-08
SCHD
6.64%SCHWAB STRATEGIC TR US DIVIDEN
Shares2.3K
Event2026-03-31
Filed2026-04-08
WM
-4.46%WASTE MANAGEMENT INC
Shares300
Event2026-03-31
Filed2026-04-08
DHI
0.00%D R HORTON INC COM
Shares500
Event2026-03-31
Filed2026-04-08
DFUV
0.00%DIMENSIONAL ETF TRUST US MKTWI
Shares1.4K
Event2026-03-31
Filed2026-04-08
IVV
0.00%ISHARES TR S&P 500 INDEX
Shares103
Event2026-03-31
Filed2026-04-08
AREC
0.00%AMERICAN RES CORP CL A
Shares27.5K
Event2026-03-31
Filed2026-04-08
IJK
0.00%ISHARES TR S&P MC 400GR ETF
Shares656
Event2026-03-31
Filed2026-04-08
DVN
0.00%DEVON ENERGY CORP NEW
Shares1.3K
Event2026-03-31
Filed2026-04-08
UNILEVER PLC
29.57%UNILEVER PLC
Shares1.1K
Event2026-03-31
Filed2026-04-08
UNUM GROUP 6.250 JR NT58
0.00%UNUM GROUP 6.250 JR NT58
Shares2.8K
Event2026-03-31
Filed2026-04-08
SPYM
NewSPDR SERIES TRUST
Shares808
Event2026-03-31
Filed2026-04-08
VWO
0.00%VANGUARD INTL EQTY IDX FTSE EM
Shares1.1K
Event2026-03-31
Filed2026-04-08
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares313
Event2026-03-31
Filed2026-04-08
ASML
0.00%ASML HOLDING N V N Y REGISTRY
Shares45
Event2026-03-31
Filed2026-04-08
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares14
Event2026-03-31
Filed2026-04-08
MEDTRONIC PLC SHS
0.00%MEDTRONIC PLC SHS
Shares675
Event2026-03-31
Filed2026-04-08
IGSB
0.00%ISHARES 1-5 YEAR INVESTMENT GR
Shares1.1K
Event2026-03-31
Filed2026-04-08
BTO
0.00%HANCOCK JOHN FINL OPPTYS FD SH
Shares1.6K
Event2026-03-31
Filed2026-04-08
RWL
0.00%INVESCO EXCH TRADED FD TR II S
Shares500
Event2026-03-31
Filed2026-04-08
FEDERAL AGRIC MTG CORP 5.25 NC
0.00%FEDERAL AGRIC MTG CORP 5.25 NC
Shares3.0K
Event2026-03-31
Filed2026-04-08
JPMORGAN CHASE & CO 4.55 DEP P
0.00%JPMORGAN CHASE & CO 4.55 DEP P
Shares3.0K
Event2026-03-31
Filed2026-04-08
DE
0.00%DEERE & CO.
Shares100
Event2026-03-31
Filed2026-04-08
FTCS
-51.89%FIRST TR EXCHANGE-TRADED FD CA
Shares586
Event2026-03-31
Filed2026-04-08
SBUX
-54.42%STARBUCKS CORP CO
Shares598
Event2026-03-31
Filed2026-04-08
CAT
0.00%CATERPILLAR INC
Shares75
Event2026-03-31
Filed2026-04-08
DOW
-13.82%DOW INC
Shares1.3K
Event2026-03-31
Filed2026-04-08
BANK AMERICA CORP DP SH NCUM N
0.00%BANK AMERICA CORP DP SH NCUM N
Shares3.0K
Event2026-03-31
Filed2026-04-08
AJG
NewGALLAGHER ARTHUR J & CO COM
Shares243
Event2026-03-31
Filed2026-04-08
JPMORGAN CHASE & CO 4.20 DP PF
0.00%JPMORGAN CHASE & CO 4.20 DP PF
Shares3.0K
Event2026-03-31
Filed2026-04-08
MDXG
0.00%MIMEDX GROUP INC COM
Shares13.2K
Event2026-03-31
Filed2026-04-08
CNA
0.00%CNA FINL CORP
Shares1.1K
Event2026-03-31
Filed2026-04-08
AMD
0.00%ADVANCED MICRO DEVICES COM
Shares250
Event2026-03-31
Filed2026-04-08
REDWOOD TRUST INC
0.00%REDWOOD TRUST INC
Shares50.0K
Event2026-03-31
Filed2026-04-08
VGIT
0.00%VANGUARD SCOTTSDALE FDS INT-TE
Shares844
Event2026-03-31
Filed2026-04-08
PINNACLE FINL PARTNERS INC
NewPINNACLE FINL PARTNERS INC
Shares2.0K
Event2026-03-31
Filed2026-04-08
TTWO
-12.28%TAKE-TWO INTERACTIVE COM
Shares250
Event2026-03-31
Filed2026-04-08
KHC
0.00%KRAFT HEINZ CO COM
Shares2.2K
Event2026-03-31
Filed2026-04-08
IBB
0.00%ISHARES BIOTECHNOLOGY ETF
Shares291
Event2026-03-31
Filed2026-04-08
OLD NATL BANCORP IND 7 DP SH P
0.00%OLD NATL BANCORP IND 7 DP SH P
Shares2.0K
Event2026-03-31
Filed2026-04-08
EQIX
0.00%EQUINIX INC COM PAR $0.001
Shares50
Event2026-03-31
Filed2026-04-08
VV
NewVANGUARD INDEX FDS LARGE CAP E
Shares164
Event2026-03-31
Filed2026-04-08
ATHENE HOLDING LTD 4.875 DEP P
0.00%ATHENE HOLDING LTD 4.875 DEP P
Shares3.0K
Event2026-03-31
Filed2026-04-08
CHS INC RED PFD SER3 CLB
0.00%CHS INC RED PFD SER3 CLB
Shares2.0K
Event2026-03-31
Filed2026-04-08
CDW
0.00%CDW CORP COM
Shares395
Event2026-03-31
Filed2026-04-08
FIRST HORIZON CORPORATION 6.50
0.00%FIRST HORIZON CORPORATION 6.50
Shares2.0K
Event2026-03-31
Filed2026-04-08
KEY-PL
0.00%KEYCORP 6.2 DP SH PFD H
Shares2.0K
Event2026-03-31
Filed2026-04-08
SUPER MICRO COMPUTER INC
67.97%SUPER MICRO COMPUTER INC
Shares2.1K
Event2026-03-31
Filed2026-04-08
BANK HAWAII HONOLULU 4.375 DEP
0.00%BANK HAWAII HONOLULU 4.375 DEP
Shares3.0K
Event2026-03-31
Filed2026-04-08
BANK AMERICA CORP 4.125 DP PFD
0.00%BANK AMERICA CORP 4.125 DP PFD
Shares2.8K
Event2026-03-31
Filed2026-04-08
WESTBURY BANCORP INC COM
0.00%WESTBURY BANCORP INC COM
Shares1.3K
Event2026-03-31
Filed2026-04-08
NCLH
20.63%NORWEGIAN CRUISE LINE HLDG LTD
Shares2.4K
Event2026-03-31
Filed2026-04-08
TEM
NewTEMPUS AI INC
Shares985
Event2026-03-31
Filed2026-04-08
TXT
0.00%TEXTRON INC
Shares500
Event2026-03-31
Filed2026-04-08
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares488
Event2026-03-31
Filed2026-04-08
FEDERAL AGRIC MTG CORP 5.750 N
0.00%FEDERAL AGRIC MTG CORP 5.750 N
Shares2.0K
Event2026-03-31
Filed2026-04-08
SWKS
0.00%SKYWORKS SOLUTIONS INC COM
Shares805
Event2026-03-31
Filed2026-04-08
KEYCORP DP SHS PFD G
0.00%KEYCORP DP SHS PFD G
Shares2.0K
Event2026-03-31
Filed2026-04-08
HD
-9.93%HOME DEPOT INC
Shares127
Event2026-03-31
Filed2026-04-08
TRUIST FINL CORP 5.25 DP SH PF
0.00%TRUIST FINL CORP 5.25 DP SH PF
Shares2.0K
Event2026-03-31
Filed2026-04-08
FEDERAL AGRIC MTG CORP 5.7 NCU
0.00%FEDERAL AGRIC MTG CORP 5.7 NCU
Shares2.0K
Event2026-03-31
Filed2026-04-08
GIS
0.00%GENERAL MILLS INC
Shares1.1K
Event2026-03-31
Filed2026-04-08
PGR
0.00%PROGRESSIVE CORP OHIO COM
Shares200
Event2026-03-31
Filed2026-04-08
NESTLE S A SPONSORED ADR
0.00%NESTLE S A SPONSORED ADR
Shares400
Event2026-03-31
Filed2026-04-08
ASSOCIATED BANC CORP 5.625 DP
0.00%ASSOCIATED BANC CORP 5.625 DP
Shares2.0K
Event2026-03-31
Filed2026-04-08
F
0.00%FORD MOTOR COMPANY
Shares3.4K
Event2026-03-31
Filed2026-04-08
MMM
0.00%3M CO COM
Shares267
Event2026-03-31
Filed2026-04-08
KR
0.00%KROGER CO CO
Shares530
Event2026-03-31
Filed2026-04-08
WELLS FARGO CO NEW DEP SH PFD
0.00%WELLS FARGO CO NEW DEP SH PFD
Shares2.0K
Event2026-03-31
Filed2026-04-08
VIG
0.00%VANGUARD GROUP DIV APP ETF
Shares175
Event2026-03-31
Filed2026-04-08
MBB
0.00%ISHARES TR BARCLYS MBS BD
Shares395
Event2026-03-31
Filed2026-04-08
BRIGHTHOUSE FINL INC 5.375 DEP
0.00%BRIGHTHOUSE FINL INC 5.375 DEP
Shares3.1K
Event2026-03-31
Filed2026-04-08
USIG
0.00%ISHARES TR USD INV GRDE ETF
Shares719
Event2026-03-31
Filed2026-04-08
ATLANTIC UN BANKSHARES CORP 6.
0.00%ATLANTIC UN BANKSHARES CORP 6.
Shares1.5K
Event2026-03-31
Filed2026-04-08
IBM
0.00%I B M
Shares150
Event2026-03-31
Filed2026-04-08
SOJD
0.00%SOUTHERN CO NT 4.95 80
Shares1.9K
Event2026-03-31
Filed2026-04-08
CAPITAL ONE FINL CORP 4.8 DP
0.00%CAPITAL ONE FINL CORP 4.8 DP
Shares2.0K
Event2026-03-31
Filed2026-04-08
FEDERAL AGRIC MTG CORP 4.875 P
0.00%FEDERAL AGRIC MTG CORP 4.875 P
Shares2.0K
Event2026-03-31
Filed2026-04-08
EMO
0.00%CLEARBRIDGE ENERGY MIDSTRM OPP
Shares668
Event2026-03-31
Filed2026-04-08
ALRS
0.00%ALERUS FINL CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-08
WELLS FARGO & CO DEP CL A PFD
0.00%WELLS FARGO & CO DEP CL A PFD
Shares2.0K
Event2026-03-31
Filed2026-04-08
STIFEL FINL CORP 4.50 DEP PFD
0.00%STIFEL FINL CORP 4.50 DEP PFD
Shares2.0K
Event2026-03-31
Filed2026-04-08
EG
0.00%EVEREST GROUP LTD COM
Shares104
Event2026-03-31
Filed2026-04-08
HPE
0.00%HEWLETT PACKARD ENTERPRISE CO
Shares1.4K
Event2026-03-31
Filed2026-04-08
CFR-PB
0.00%CULLEN FROST BANKERS INC 4.450
Shares2.0K
Event2026-03-31
Filed2026-04-08
CSX
0.00%CSX CORP COM
Shares825
Event2026-03-31
Filed2026-04-08
HBANL
0.00%HUNTINGTON BANCSHARES INC 6.87
Shares1.4K
Event2026-03-31
Filed2026-04-08
BRIGHTHOUSE FINL INC 6.25 NT 5
0.00%BRIGHTHOUSE FINL INC 6.25 NT 5
Shares2.0K
Event2026-03-31
Filed2026-04-08
REGIONS FINANCIAL CORP NEW DEP
0.00%REGIONS FINANCIAL CORP NEW DEP
Shares2.0K
Event2026-03-31
Filed2026-04-08
WAFDP
0.00%WAFD INC 4.875 DEP PFD A
Shares2.0K
Event2026-03-31
Filed2026-04-08
GREEN BRICK PARTNERS INC 5.75
0.00%GREEN BRICK PARTNERS INC 5.75
Shares1.5K
Event2026-03-31
Filed2026-04-08
CAPITAL ONE FINL CORP 4.375 DE
0.00%CAPITAL ONE FINL CORP 4.375 DE
Shares2.0K
Event2026-03-31
Filed2026-04-08
TJX
0.00%TJX COS INC NEW COM
Shares200
Event2026-03-31
Filed2026-04-08
ITB
0.00%ISHARES US HOME CONS ETF
Shares350
Event2026-03-31
Filed2026-04-08
PUBLIC STORAGE 4.125 DP SH PF
0.00%PUBLIC STORAGE 4.125 DP SH PF
Shares2.0K
Event2026-03-31
Filed2026-04-08
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares271
Event2026-03-31
Filed2026-04-08
XLB
0.00%SELECT SECTOR SPDR TR SBI MATE
Shares600
Event2026-03-31
Filed2026-04-08
TTD
0.00%THE TRADE DESK INC COM CL A
Shares1.3K
Event2026-03-31
Filed2026-04-08
IFF
-13.17%INTERNATIONAL FLAV&FRA COM
Shares402
Event2026-03-31
Filed2026-04-08
JPMORGAN CHASE & CO 5.75 SHS P
0.00%JPMORGAN CHASE & CO 5.75 SHS P
Shares1.2K
Event2026-03-31
Filed2026-04-08
SCHZ
0.00%SCHWAB STRATEGIC TR US AGGREGA
Shares1.2K
Event2026-03-31
Filed2026-04-08
DELL
0.00%DELL TECHNOLOGIES INC CL C
Shares169
Event2026-03-31
Filed2026-04-08
BANK AMER CORP 5.375 DP PFD KK
0.00%BANK AMER CORP 5.375 DP PFD KK
Shares1.3K
Event2026-03-31
Filed2026-04-08
CMI
0.00%CUMMINS INC COM
Shares50
Event2026-03-31
Filed2026-04-08
DHR
0.00%DANAHER CORP
Shares139
Event2026-03-31
Filed2026-04-08
USB
0.00%U S BANCORP
Shares505
Event2026-03-31
Filed2026-04-08
ABBNY
0.00%ABB LTD SPONSORED ADR
Shares325
Event2026-03-31
Filed2026-04-08
KEY-PJ
0.00%KEYCORP DEP SHS PFD F
Shares1.3K
Event2026-03-31
Filed2026-04-08
IWR
NewISHARES TR RUS MID CAP ETF
Shares267
Event2026-03-31
Filed2026-04-08
USB-PP
0.00%US BANCORP DEL DEP PERP PFD K
Shares1.2K
Event2026-03-31
Filed2026-04-08
TENCENT HLDGS LTD ADR
0.00%TENCENT HLDGS LTD ADR
Shares390
Event2026-03-31
Filed2026-04-08
OLD NATL BANCORP IND DP NC PPF
0.00%OLD NATL BANCORP IND DP NC PPF
Shares1.0K
Event2026-03-31
Filed2026-04-08
DRI
0.00%DARDEN RESTAURANTS INC.
Shares125
Event2026-03-31
Filed2026-04-08
EBND
0.00%SPDR SERIES TRUST BLOMBRG BRC
Shares1.2K
Event2026-03-31
Filed2026-04-08
SF-PC
0.00%STIFEL FINL CORP DEP RP SHS PF
Shares1.0K
Event2026-03-31
Filed2026-04-08
WPC
0.00%W P CAREY INC COM
Shares349
Event2026-03-31
Filed2026-04-08
GLD
0.00%SPDR GOLD TRUST
Shares55
Event2026-03-31
Filed2026-04-08
PARAMOUNT SKYDANCE CORP
-43.24%PARAMOUNT SKYDANCE CORP
Shares2.6K
Event2026-03-31
Filed2026-04-08
WEBSTER FINL CORP 6.50 CUM PFD
0.00%WEBSTER FINL CORP 6.50 CUM PFD
Shares1.0K
Event2026-03-31
Filed2026-04-08
DUPONT DE NEMOURS INC COM
-6.99%DUPONT DE NEMOURS INC COM
Shares506
Event2026-03-31
Filed2026-04-08
LLY
-21.88%LILLY ELI AND COMPANY
Shares25
Event2026-03-31
Filed2026-04-08
AB
0.00%ALLIANCEBERNSTEIN HLDG UNIT LT
Shares600
Event2026-03-31
Filed2026-04-08
SOLSTICE ADVANCED MATLS INC
-1.36%SOLSTICE ADVANCED MATLS INC
Shares290
Event2026-03-31
Filed2026-04-08
JOHNSON CONTROLS INTL
0.00%JOHNSON CONTROLS INTL
Shares167
Event2026-03-31
Filed2026-04-08
SCZ
NewISHARES TR EAFE SML CP ETF
Shares276
Event2026-03-31
Filed2026-04-08
FCNCP
0.00%FIRST CTZNS BANCSHARES INC DEL
Shares1.0K
Event2026-03-31
Filed2026-04-08
MET
0.00%METLIFE INC
Shares300
Event2026-03-31
Filed2026-04-08
ASPEN INSURANCE HOLDINGS LTD D
0.00%ASPEN INSURANCE HOLDINGS LTD D
Shares1.0K
Event2026-03-31
Filed2026-04-08
HSY
-42.86%HERSHEY FOODS CORP
Shares100
Event2026-03-31
Filed2026-04-08
WBS-PF
0.00%WEBSTER FINL CORP DEP SHS RP P
Shares1.0K
Event2026-03-31
Filed2026-04-08
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares30
Event2026-03-31
Filed2026-04-08
ECL
-20.21%ECOLAB INC COM
Shares75
Event2026-03-31
Filed2026-04-08
ALL-PH
0.00%ALLSTATE CORP 5.1 DP SH PFD H
Shares1.0K
Event2026-03-31
Filed2026-04-08
WISCONSIN ELEC PWR CO PFD 3.60
0.00%WISCONSIN ELEC PWR CO PFD 3.60
Shares300
Event2026-03-31
Filed2026-04-08
OXY
0.00%OCCIDENTAL PETE CORP
Shares300
Event2026-03-31
Filed2026-04-08
NACP
0.00%IMPACT SHS TR I NAACP MINO ETF
Shares394
Event2026-03-31
Filed2026-04-08
ITT INC COM
0.00%ITT INC COM
Shares100
Event2026-03-31
Filed2026-04-08
DFAX
0.00%DIMENSIONAL ETF TRUST WORLD EX
Shares557
Event2026-03-31
Filed2026-04-08
VICI
0.00%VICI PPTYS INC COM
Shares683
Event2026-03-31
Filed2026-04-08
VB
1.43%VANGUARD INDEX FDS SMALL CP ET
Shares71
Event2026-03-31
Filed2026-04-08
BROADCOM INC COM
-16.67%BROADCOM INC COM
Shares60
Event2026-03-31
Filed2026-04-08
SLQD
0.00%ISHARES TR 0-5YR INVT GR CP
Shares354
Event2026-03-31
Filed2026-04-08
ICLN
1.04%ISHARES TR GL CLEAN ENE ETF
Shares975
Event2026-03-31
Filed2026-04-08
MDLZ
0.00%MONDELEZ INTL INC CL A
Shares300
Event2026-03-31
Filed2026-04-08
MORGAN STANLEY 4.250 DP PFD O
0.00%MORGAN STANLEY 4.250 DP PFD O
Shares1.0K
Event2026-03-31
Filed2026-04-08
GENERAL DYNAMICS CORP COM
0.00%GENERAL DYNAMICS CORP COM
Shares50
Event2026-03-31
Filed2026-04-08
HBANP
0.00%HUNTINGTON BANCSHARES INC 4.50
Shares1.0K
Event2026-03-31
Filed2026-04-08
SOJE
0.00%SOUTHERN CO 4.20 NT S20C 60
Shares1.0K
Event2026-03-31
Filed2026-04-08
RTX
0.00%RTX CORP
Shares86
Event2026-03-31
Filed2026-04-08
DTB
0.00%DTE ENERGY CO CAL DEB 80
Shares1.0K
Event2026-03-31
Filed2026-04-08
BAX
0.00%BAXTER INTERNATIONAL INC
Shares964
Event2026-03-31
Filed2026-04-08
ERIE
0.00%ERIE INDTY CO CL A
Shares64
Event2026-03-31
Filed2026-04-08
CAG
0.00%CONAGRA BRANDS INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
DEO
0.00%DIAGEO P L C SPON ADR NEW
Shares200
Event2026-03-31
Filed2026-04-08
IYW
0.00%ISHARES TR DJ US TECH SEC
Shares82
Event2026-03-31
Filed2026-04-08
ALK
0.00%ALASKA AIR GROUP INC COM
Shares400
Event2026-03-31
Filed2026-04-08
PLTR
0.00%PALANTIR TECHNOLOGIES INC CL A
Shares100
Event2026-03-31
Filed2026-04-08
WOOD
0.00%ISHARES GLOBAL TIMBER & FOREST
Shares200
Event2026-03-31
Filed2026-04-08
IWS
NewISHARES RUSSELL MIDCAP VALUE E
Shares92
Event2026-03-31
Filed2026-04-08
VO
0.00%VANGUARD INDEX FDS MID CAP ETF
Shares45
Event2026-03-31
Filed2026-04-08
USHY
NewISHARES TR
Shares340
Event2026-03-31
Filed2026-04-08
FAN
0.00%FIRST TRUST GLOBAL WIND ENERGY
Shares500
Event2026-03-31
Filed2026-04-08
KNSL
0.00%KINSALE CAP GROUP INC COM
Shares36
Event2026-03-31
Filed2026-04-08
IFN
0.00%ABERDEEN INDIA FD INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-08
IWP
NewISHARES RUSSELL MIDCAP GROWTH
Shares92
Event2026-03-31
Filed2026-04-08
RELY
0.00%REMITLY GLOBAL INC
Shares750
Event2026-03-31
Filed2026-04-08
TAN
0.00%INVESCO EXCH TRADED FD TR II S
Shares200
Event2026-03-31
Filed2026-04-08
CC
-7.41%CHEMOURS CO COM
Shares500
Event2026-03-31
Filed2026-04-08
CPNG
NewCOUPANG INC
Shares575
Event2026-03-31
Filed2026-04-08
PINE
0.00%ALPINE INCOME PPTY TR INC
Shares600
Event2026-03-31
Filed2026-04-08
UBER
0.00%UBER TECHNOLOGIES INC COM
Shares150
Event2026-03-31
Filed2026-04-08
ITW
-80.29%ILLINOIS TOOL WORKS INC
Shares41
Event2026-03-31
Filed2026-04-08
MDYV
0.00%SPDR SERIES TRUST S&P 400 MDCP
Shares125
Event2026-03-31
Filed2026-04-08
DUKE ENERGY CORP NEW COM NEW
81.82%DUKE ENERGY CORP NEW COM NEW
Shares80
Event2026-03-31
Filed2026-04-08
NODK
0.00%NI HLDGS INC COM
Shares785
Event2026-03-31
Filed2026-04-08
CEG
0.00%CONSTELLATION ENERGY CORP COM
Shares36
Event2026-03-31
Filed2026-04-08
AEP
-33.33%AMERICAN ELECTRIC POWER
Shares68
Event2026-03-31
Filed2026-04-08
KVUE
0.00%KENVUE INC
Shares500
Event2026-03-31
Filed2026-04-08
FNF
0.00%FIDELITY NATIONAL FINANCIAL IN
Shares185
Event2026-03-31
Filed2026-04-08
DLTR
-35.09%DOLLAR TREE INC COM
Shares74
Event2026-03-31
Filed2026-04-08
VOT
0.00%VANGUARD INDEX FDS MCAP GR IDX
Shares31
Event2026-03-31
Filed2026-04-08
DIN
0.00%DINE BRANDS GLOBAL INC
Shares300
Event2026-03-31
Filed2026-04-08
HP INC COM
0.00%HP INC COM
Shares408
Event2026-03-31
Filed2026-04-08
VXUS
0.00%VANGUARD STAR FDS VG TL INTL S
Shares92
Event2026-03-31
Filed2026-04-08
AVUV
0.00%AMERICAN CENTY ETF TR US SML C
Shares63
Event2026-03-31
Filed2026-04-08
UPS
-45.30%UNITED PARCEL SERVICE - CL B
Shares64
Event2026-03-31
Filed2026-04-08
IHF
0.00%ISHARES TR US HLTHCR PR ETF
Shares150
Event2026-03-31
Filed2026-04-08
ACCELLERON INDS LTD UNSPONSORE
0.00%ACCELLERON INDS LTD UNSPONSORE
Shares70
Event2026-03-31
Filed2026-04-08
XOVR
0.00%ENTREPRENEURSHARES SERIES TRUS
Shares360
Event2026-03-31
Filed2026-04-08
EFA
0.00%ISHARES MSCI EAFE ETF
Shares62
Event2026-03-31
Filed2026-04-08
INVESCO QQQ TRUST SERIES 1
NewINVESCO QQQ TRUST SERIES 1
Shares10
Event2026-03-31
Filed2026-04-08
APLE
0.00%APPLE HOSPITALITY REIT INC COM
Shares500
Event2026-03-31
Filed2026-04-08
REZI
0.00%RESIDEO TECHNOLOGIES INC COM
Shares166
Event2026-03-31
Filed2026-04-08
PSX
0.00%PHILLIPS 66 COM
Shares30
Event2026-03-31
Filed2026-04-08
WHR
NewWHIRLPOOL CORP COM
Shares100
Event2026-03-31
Filed2026-04-08
NXP
0.00%NUVEEN SELECT TAX-FREE INCOME
Shares375
Event2026-03-31
Filed2026-04-08
EXC
0.00%EXELON CORP CO
Shares108
Event2026-03-31
Filed2026-04-08
ARI
0.00%APOLLO COML REAL EST FIN INC C
Shares500
Event2026-03-31
Filed2026-04-08
LQD
0.00%ISHARES IBOXX INVESTMENT GRADE
Shares48
Event2026-03-31
Filed2026-04-08
CHS INC PFD 8
0.00%CHS INC PFD 8
Shares190
Event2026-03-31
Filed2026-04-08
PJT
0.00%PJT PARTNERS INC COM CL A
Shares37
Event2026-03-31
Filed2026-04-08
IBKR
0.00%INTERACTIVE BROKERS GROUP INC
Shares72
Event2026-03-31
Filed2026-04-08
NVS
0.00%NOVARTIS A G SPONSORED ADR
Shares31
Event2026-03-31
Filed2026-04-08
ASHFORD HOSPITALITY TR INC 7.5
0.00%ASHFORD HOSPITALITY TR INC 7.5
Shares700
Event2026-03-31
Filed2026-04-08
BARRICK MNG CORP
0.00%BARRICK MNG CORP
Shares100
Event2026-03-31
Filed2026-04-08
VLTO
0.00%VERALTO CORP COM SHS
Shares46
Event2026-03-31
Filed2026-04-08
OII
0.00%OCEANEERING INTL INC COM
Shares105
Event2026-03-31
Filed2026-04-08
D
0.00%DOMINION RES INC/VA
Shares56
Event2026-03-31
Filed2026-04-08
LITHIUM ARGENTINA AG COM SHS
0.00%LITHIUM ARGENTINA AG COM SHS
Shares500
Event2026-03-31
Filed2026-04-08
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares50
Event2026-03-31
Filed2026-04-08
SIGNATURE BK NEW YORK N Y 5 DE
0.00%SIGNATURE BK NEW YORK N Y 5 DE
Shares1.0K
Event2026-03-31
Filed2026-04-08
ZBH
0.00%ZIMMER BIOMET HLDGS INC
Shares35
Event2026-03-31
Filed2026-04-08
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares60
Event2026-03-31
Filed2026-04-08
YUM
0.00%YUM BRANDS INC COM
Shares20
Event2026-03-31
Filed2026-04-08
MTW
0.00%MANITOWOC CO INC COM NEW
Shares250
Event2026-03-31
Filed2026-04-08
FE
0.00%FIRSTENERGY CORP COM
Shares50
Event2026-03-31
Filed2026-04-08
DLTH
0.00%DULUTH HLDGS INC COM CL B
Shares800
Event2026-03-31
Filed2026-04-08
BBD
-79.90%BANCO BRADESCO S A SP ADR PFD
Shares642
Event2026-03-31
Filed2026-04-08
TRV
0.00%TRAVELERS COMPANIES COM
Shares8
Event2026-03-31
Filed2026-04-08
IYG
NewISHARES TR
Shares28
Event2026-03-31
Filed2026-04-08
HVAC
0.00%ADVISORSHARES TR
Shares63
Event2026-03-31
Filed2026-04-08
KTB
0.00%KONTOOR BRANDS INC COM
Shares30
Event2026-03-31
Filed2026-04-08
ACES
0.00%ALPS ETF TR
Shares59
Event2026-03-31
Filed2026-04-08
LITHIUM AMERS CORP NEW COM NEW
0.00%LITHIUM AMERS CORP NEW COM NEW
Shares500
Event2026-03-31
Filed2026-04-08
MAGNUM ICE CREAM CO NV
-32.99%MAGNUM ICE CREAM CO NV
Shares132
Event2026-03-31
Filed2026-04-08
SUN SILVER LTD
NewSUN SILVER LTD
Shares2.0K
Event2026-03-31
Filed2026-04-08
KKR & CO INC
0.00%KKR & CO INC
Shares20
Event2026-03-31
Filed2026-04-08
DASH
0.00%DOORDASH INC
Shares12
Event2026-03-31
Filed2026-04-08
VRSK
0.00%VERISK ANALYTICS INC CL A
Shares9
Event2026-03-31
Filed2026-04-08
NNDM
0.00%NANO DIMENSION LTD SPONSORD AD
Shares1.0K
Event2026-03-31
Filed2026-04-08
TAP
0.00%MOLSON COORS BEVERAGE CO
Shares36
Event2026-03-31
Filed2026-04-08
DOLPHIN ENTMT INC
0.00%DOLPHIN ENTMT INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
INMD
0.00%INMODE LTD SHS
Shares100
Event2026-03-31
Filed2026-04-08
SYK
-42.86%STRYKER CORP COM
Shares4
Event2026-03-31
Filed2026-04-08
DRAFTKINGS INC NEW COM CL A
0.00%DRAFTKINGS INC NEW COM CL A
Shares60
Event2026-03-31
Filed2026-04-08
REI
0.00%RING ENERGY INC COM
Shares734
Event2026-03-31
Filed2026-04-08
ARDX
0.00%ARDELYX INC COM
Shares185
Event2026-03-31
Filed2026-04-08
CNI
0.00%CANADIAN NATL RY CO COM
Shares10
Event2026-03-31
Filed2026-04-08
ASIX
0.00%ADVANSIX INC COM
Shares40
Event2026-03-31
Filed2026-04-08
AMCOR PLC
NewAMCOR PLC
Shares21
Event2026-03-31
Filed2026-04-08
SKYY
0.00%FIRST TR EXCHANGE TRADED FD II
Shares7
Event2026-03-31
Filed2026-04-08
NWL
-31.25%NEWELL BRANDS INC.
Shares220
Event2026-03-31
Filed2026-04-08
JOE
0.00%ST JOE CO COM
Shares12
Event2026-03-31
Filed2026-04-08
HIGHLANDS REIT INC COM
0.00%HIGHLANDS REIT INC COM
Shares7.2K
Event2026-03-31
Filed2026-04-08
HOG
0.00%HARLEY DAVIDSON INC COM
Shares33
Event2026-03-31
Filed2026-04-08
CRESCO LABS INC SUB VTG SHS
0.00%CRESCO LABS INC SUB VTG SHS
Shares725
Event2026-03-31
Filed2026-04-08
DXC
0.00%DXC TECHNOLOGY CO COM
Shares45
Event2026-03-31
Filed2026-04-08
UFPI
0.00%UFP INDUSTRIES INC COM
Shares6
Event2026-03-31
Filed2026-04-08
OGN
0.00%ORGANON & CO COMMON STOCK
Shares82
Event2026-03-31
Filed2026-04-08
XYZ
0.00%BLOCK INC.
Shares8
Event2026-03-31
Filed2026-04-08
KD
0.00%KYNDRYL HLDGS INC COMMON STOCK
Shares30
Event2026-03-31
Filed2026-04-08
GRAYSCALE BITCOIN
0.00%GRAYSCALE BITCOIN
Shares12
Event2026-03-31
Filed2026-04-08
CGROWTH CAPITAL INC
0.00%CGROWTH CAPITAL INC
Shares200.0K
Event2026-03-31
Filed2026-04-08
NIO
0.00%NIO INC SPON ADS
Shares50
Event2026-03-31
Filed2026-04-08
FG
0.00%F&G ANNUITIES & LIFE INC COMMO
Shares11
Event2026-03-31
Filed2026-04-08
PEJ
0.00%INVESCO DYNAMIC LEISURE AND EN
Shares4
Event2026-03-31
Filed2026-04-08
WESTPORT FUEL SYSTEMS INC COM
0.00%WESTPORT FUEL SYSTEMS INC COM
Shares125
Event2026-03-31
Filed2026-04-08
SYMBOLIC LOGIC INC
0.00%SYMBOLIC LOGIC INC
Shares232
Event2026-03-31
Filed2026-04-08
TBHC
0.00%BRAND HOUSE COLLECTIVE INC
Shares100
Event2026-03-31
Filed2026-04-08
ELME
0.00%ELME COMMUNITIES SH BEN INT
Shares20
Event2026-03-31
Filed2026-04-08
INOVIO PHARMACEUTICALS INC COM
0.00%INOVIO PHARMACEUTICALS INC COM
Shares13
Event2026-03-31
Filed2026-04-08
VIRGIN GALACTIC HOLDINGS INC C
0.00%VIRGIN GALACTIC HOLDINGS INC C
Shares8
Event2026-03-31
Filed2026-04-08
ACCESS POWER & CO INC
0.00%ACCESS POWER & CO INC
Shares200
Event2026-03-31
Filed2026-04-08
Sycamore Partners DAP Right
-0.37%Sycamore Partners DAP Right
Shares701.0K
Event2026-03-31
Filed2026-04-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available