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The Analysis of TOMPKINS FINANCIAL CORP's Holdings & P&L

Currently, TOMPKINS FINANCIAL CORP holds 548 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IDEQ (+869.4K shares, valued at $30.5M), ACWX (+234.0K shares, valued at $17.8M), EFIV (+124.3K shares, valued at $9.1M); decreased their positions in VEA (-169.0K shares, valued at $12.0M), TEL (-16.1K shares, valued at $3.2M), BIL (-21.9K shares, valued at $2.0M); initiated new positions in IDEQ (+869.4K shares, valued at $30.5M), USXF (+88.1K shares, valued at $6.1M), CVIE (+69.6K shares, valued at $5.9M).

1M P&L

-31.0M-2.38%

3M P&L

+16.2M+1.29%

HY P&L

+116.8M+10.11%

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/A639.0M

49.9%

2Banks - Regional111.3M

8.7%

3Drug Manufacturers - General72.2M

5.6%

Top Industries by Stock Count

1N/A175 stocks

35.5%

2Banks - Regional16 stocks

3.2%

3Utilities - Regulated Electric14 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TMP TOMPKINS FINL CORP1.1M shares-0.18%2026-06-302026-07-15

VTHR VANGUARD SCOTTSDALE FDS297.9K shares-0.54%2026-06-302026-07-15

IWL ISHARES TR501.4K shares0.51%2026-06-302026-07-15

ACWX ISHARES TR982.9K shares31.24%2026-06-302026-07-15

AAPL APPLE INC177.0K shares-2.38%2026-06-302026-07-15

NVDA NVIDIA CORPORATION255.2K shares1.20%2026-06-302026-07-15

BND VANGUARD BD INDEX FDS577.5K shares0.66%2026-06-302026-07-15

MSFT MICROSOFT CORP113.0K shares-0.68%2026-06-302026-07-15

Sponsored

SPMO INVESCO EXCH TRADED FD TR II245.3K shares-2.75%2026-06-302026-07-15

VOO VANGUARD INDEX FDS55.5K shares3.34%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS506.5K shares-25.02%2026-06-302026-07-15

LLY ELI LILLY & CO27.6K shares-2.05%2026-06-302026-07-15

EFIV SPDR SERIES TRUST425.7K shares41.25%2026-06-302026-07-15

IDEQ LAZARD ACTIVE ETF TR869.4K sharesnew addition2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC225.4K shares-4.23%2026-06-302026-07-15

WMT WALMART INC225.1K shares-6.91%2026-06-302026-07-15

Sponsored

GOOGL ALPHABET INC67.9K shares-3.73%2026-06-302026-07-15

XLK SELECT SECTOR SPDR TR121.6K shares13.63%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP155.5K shares-2.96%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO64.9K shares-1.96%2026-06-302026-07-15

IWR ISHARES TR178.6K shares17.62%2026-06-302026-07-15

AMZN AMAZON COM INC72.4K shares-1.28%2026-06-302026-07-15

AMGN AMGEN INC46.2K shares-4.39%2026-06-302026-07-15

MCD MCDONALDS CORP54.8K shares1.95%2026-06-302026-07-15

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL63.0K shares-0.92%2026-06-302026-07-15

TJX TJX COS INC NEW87.2K shares-2.19%2026-06-302026-07-15

MRK MERCK & CO INC93.5K shares-6.59%2026-06-302026-07-15

IJH ISHARES TR150.9K shares-1.11%2026-06-302026-07-15

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION12.4K shares-8.37%2026-06-302026-07-15

HD HOME DEPOT INC32.6K shares0.30%2026-06-302026-07-15

MASTERCARD INCORPORATED MASTERCARD INCORPORATED21.6K shares-0.27%2026-06-302026-07-15

AJG GALLAGHER ARTHUR J & CO47.4K shares-0.04%2026-06-302026-07-15

Sponsored

IWM ISHARES TR35.0K shares18.86%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL20.5K shares-4.32%2026-06-302026-07-15

DUK DUKE ENERGY CORP NEW80.9K shares-1.14%2026-06-302026-07-15

BLK BLACKROCK INC10.4K shares-1.18%2026-06-302026-07-15

ABT ABBOTT LABORATORIES105.0K shares2.20%2026-06-302026-07-15

PEG PUBLIC SVC ENTERPRISE GROUP117.1K shares-1.00%2026-06-302026-07-15

ABBVIE INC ABBVIE INC35.4K shares0.63%2026-06-302026-07-15

PEP PEPSICO INC64.3K shares-4.08%2026-06-302026-07-15

Sponsored

GD GENERAL DYNAMICS CORP24.5K shares-2.25%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON30.8K shares-3.43%2026-06-302026-07-15

BIL SPDR SERIES TRUST84.8K shares-20.51%2026-06-302026-07-15

PG PROCTER & GAMBLE CO52.6K shares-1.00%2026-06-302026-07-15

PSA PUBLIC STORAGE24.0K shares-1.38%2026-06-302026-07-15

TEL TE CONNECTIVITY PLC35.5K shares-31.16%2026-06-302026-07-15

DHR DANAHER CORP DEL34.3K shares-4.64%2026-06-302026-07-15

FDVV FIDELITY COVINGTON TRUST105.2K shares17.75%2026-06-302026-07-15

Sponsored

USXF ISHARES TR88.1K sharesnew addition2026-06-302026-07-15

CVIE MORGAN STANLEY ETF TRUST69.6K sharesnew addition2026-06-302026-07-15

ISRG INTUITIVE SURGICAL INC14.6K shares-5.54%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.5K shares-0.49%2026-06-302026-07-15

RWL INVESCO EXCH TRADED FD TR II39.0K shares-0.56%2026-06-302026-07-15

SYK STRYKER CORPORATION15.8K shares-7.60%2026-06-302026-07-15

USMV ISHARES TR49.8K shares-5.05%2026-06-302026-07-15

SUSA ISHARES TR30.5K shares-3.49%2026-06-302026-07-15

Sponsored

GLW CORNING INC17.0K shares-6.46%2026-06-302026-07-15

CRS CARPENTER TECHNOLOGY CORP6.9K shares-7.98%2026-06-302026-07-15

QUANTA SVCS INC QUANTA SVCS INC5.6K shares-4.04%2026-06-302026-07-15

MOAT VANECK ETF TRUST38.0K shares-2.98%2026-06-302026-07-15

BROADCOM INC BROADCOM INC10.4K shares102.00%2026-06-302026-07-15

ICE INTERCONTINENTAL EXCHANGE IN31.7K shares-1.13%2026-06-302026-07-15

IWO ISHARES TR9.4K shares2.16%2026-06-302026-07-15

ISHARES TR ISHARES TR35.3K shares-6.52%2026-06-302026-07-15

Sponsored

KMB KIMBERLY-CLARK CORP30.1K shares-2.93%2026-06-302026-07-15

PM PHILIP MORRIS INTL INC17.7K shares259.49%2026-06-302026-07-15

VOOG VANGUARD ADMIRAL FDS INC37.6K shares500.00%2026-06-302026-07-15

ESML ISHARES TR54.8K sharesnew addition2026-06-302026-07-15

PH PARKER-HANNIFIN CORP3.0K shares0.00%2026-06-302026-07-15

ISHARES TR ISHARES TR3.8K shares-0.16%2026-06-302026-07-15

AWK AMERICAN WTR WKS CO INC NEW21.3K shares-0.12%2026-06-302026-07-15

EMR EMERSON ELEC CO19.3K shares10.19%2026-06-302026-07-15

Sponsored

INTC INTEL CORP19.6K shares66.65%2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS7.3K shares-7.34%2026-06-302026-07-15

CWST CASELLA WASTE SYS INC26.7K shares0.00%2026-06-302026-07-15

JEPI J P MORGAN EXCHANGE TRADED F45.0K shares33.56%2026-06-302026-07-15

ITW ILLINOIS TOOL WKS INC9.2K shares-0.31%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC4.4K shares59.78%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS8.6K shares-1.89%2026-06-302026-07-15

CAT CATERPILLAR INC2.0K shares5.23%2026-06-302026-07-15

Sponsored

ADP AUTOMATIC DATA PROCESSING IN9.4K shares-3.62%2026-06-302026-07-15

QQQ INVESCO QQQ TR2.8K shares3.62%2026-06-302026-07-15

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F32.6K shares49.69%2026-06-302026-07-15

WBS WEBSTER FINL CORP25.3K shares-50.58%2026-06-302026-07-15

GOOG ALPHABET INC5.5K shares27.64%2026-06-302026-07-15

KO COCA COLA CO23.6K shares-3.05%2026-06-302026-07-15

NBTB NBT BANCORP INC37.5K shares-1.80%2026-06-302026-07-15

DIA STATE STR SPDR DOW JONES IND3.3K shares0.00%2026-06-302026-07-15

Sponsored

AXP AMERICAN EXPRESS CO5.0K shares0.00%2026-06-302026-07-15

MDY STATE STR SPDR S&P MIDCAP 402.2K shares-0.09%2026-06-302026-07-15

EFA ISHARES TR14.7K shares0.00%2026-06-302026-07-15

GE GE AEROSPACE4.0K shares0.00%2026-06-302026-07-15

SPLV INVESCO EXCH TRADED FD TR II18.6K shares-15.81%2026-06-302026-07-15

DE DEERE & CO2.1K shares0.71%2026-06-302026-07-15

PAYX PAYCHEX INC13.7K shares-15.21%2026-06-302026-07-15

IJS ISHARES TR9.8K shares-7.55%2026-06-302026-07-15

Sponsored

PFE PFIZER INC55.8K shares-0.02%2026-06-302026-07-15

IJR ISHARES TR9.0K shares0.62%2026-06-302026-07-15

VB VANGUARD INDEX FDS4.2K shares-15.46%2026-06-302026-07-15

IVW ISHARES TR9.0K shares0.00%2026-06-302026-07-15

BNL BROADSTONE NET LEASE INC58.1K shares-50.00%2026-06-302026-07-15

ORACLE CORP ORACLE CORP8.1K shares-2.54%2026-06-302026-07-15

VZ VERIZON COMMUNICATIONS INC27.6K shares-0.60%2026-06-302026-07-15

CVX CHEVRON CORPORATION7.0K shares-59.24%2026-06-302026-07-15

Sponsored

SCHB SCHWAB STRATEGIC TR39.0K shares-14.35%2026-06-302026-07-15

SUB ISHARES TR10.5K shares0.00%2026-06-302026-07-15

GEV GE VERNOVA INC914 shares-8.42%2026-06-302026-07-15

MO ALTRIA GROUP INC14.7K shares28.73%2026-06-302026-07-15

OKE ONEOK INC NEW12.0K shares0.00%2026-06-302026-07-15

DIS DISNEY WALT CO10.8K shares26.58%2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS6.4K shares0.00%2026-06-302026-07-15

ETN EATON CORP PLC2.3K shares-23.47%2026-06-302026-07-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.7K shares2.35%2026-06-302026-07-15

BAC BANK OF AMER CORP15.1K shares0.00%2026-06-302026-07-15

EFAV ISHARES TR9.7K shares-8.18%2026-06-302026-07-15

ITOT ISHARES TR5.2K shares0.00%2026-06-302026-07-15

IEMG ISHARES INC9.5K shares-9.39%2026-06-302026-07-15

LOW LOWES COS INC3.5K shares2.80%2026-06-302026-07-15

DVY ISHARES TR5.0K shares-0.10%2026-06-302026-07-15

RTX CORPORATION RTX CORPORATION4.0K shares-16.65%2026-06-302026-07-15

Sponsored

XLC SELECT SECTOR SPDR TR7.0K shares0.00%2026-06-302026-07-15

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.8K shares38.67%2026-06-302026-07-15

SYY SYSCO CORP8.8K shares-1.61%2026-06-302026-07-15

T AT&T INC34.0K shares0.39%2026-06-302026-07-15

PNC PNC FINL SVCS GROUP INC2.5K shares0.00%2026-06-302026-07-15

TSLA TESLA INC1.4K shares0.00%2026-06-302026-07-15

SCHW SCHWAB CHARLES CORP5.9K shares102.39%2026-06-302026-07-15

GLD SPDR GOLD TR1.5K shares0.00%2026-06-302026-07-15

Sponsored

IWF ISHARES TR4.1K shares300.00%2026-06-302026-07-15

3M CO 3M CO3.2K shares-7.46%2026-06-302026-07-15

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC3.6K shares0.00%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC500 shares0.00%2026-06-302026-07-15

RY ROYAL BK CDA2.4K shares0.00%2026-06-302026-07-15

BIIB BIOGEN INC2.2K sharesnew addition2026-06-302026-07-15

NEXTERA ENERGY INC NEXTERA ENERGY INC5.4K shares-3.46%2026-06-302026-07-15

APD AIR PRODUCTS AND CHEMICALS I1.6K shares0.00%2026-06-302026-07-15

Sponsored

OEF ISHARES TR1.3K shares0.00%2026-06-302026-07-15

MTB M & T BK CORP1.9K shares167.60%2026-06-302026-07-15

TXN TEXAS INSTRS INC1.5K shares-33.24%2026-06-302026-07-15

CATH GLOBAL X FDS5.0K shares0.00%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR MANUFAC927 shares-14.72%2026-06-302026-07-15

QCOM QUALCOMM INC2.4K shares-10.49%2026-06-302026-07-15

HWM HOWMET AEROSPACE INC1.6K shares0.00%2026-06-302026-07-15

CLX CLOROX CO DEL4.5K shares0.00%2026-06-302026-07-15

Sponsored

WSO WATSCO INC1.0K shares0.00%2026-06-302026-07-15

CVS CVS HEALTH CORP4.0K shares-4.98%2026-06-302026-07-15

VNQ VANGUARD INDEX FDS4.3K shares0.00%2026-06-302026-07-15

VO VANGUARD INDEX FDS5.0K shares273.01%2026-06-302026-07-15

SHV ISHARES TR3.6K shares0.00%2026-06-302026-07-15

VUG VANGUARD INDEX FDS4.6K shares500.00%2026-06-302026-07-15

VTV VANGUARD INDEX FDS1.7K shares-17.53%2026-06-302026-07-15

LMT LOCKHEED MARTIN CORP711 shares-0.56%2026-06-302026-07-15

Sponsored

MDLZ MONDELEZ INTL INC6.2K shares0.55%2026-06-302026-07-15

TFC TRUIST FINL CORP6.6K shares0.00%2026-06-302026-07-15

RH RH2.0K sharesnew addition2026-06-302026-07-15

GAM GENERAL AMERN INVS CO INC5.1K shares0.00%2026-06-302026-07-15

WTRG ESSENTIAL UTILS INC8.0K shares5.29%2026-06-302026-07-15

HSY HERSHEY CO1.7K shares-0.57%2026-06-302026-07-15

PPG PPG INDS INC2.5K shares-18.26%2026-06-302026-07-15

BKNG BOOKING HOLDINGS INC1.7K shares2400.00%2026-06-302026-07-15

Sponsored

KHC KRAFT HEINZ CO12.8K shares1447.16%2026-06-302026-07-15

IJK ISHARES TR2.5K shares0.00%2026-06-302026-07-15

UNP UNION PAC CORP1.1K shares-1.29%2026-06-302026-07-15

VGK VANGUARD INTL EQUITY INDEX F3.3K shares0.00%2026-06-302026-07-15

VYMI VANGUARD WHITEHALL FDS3.0K shares0.00%2026-06-302026-07-15

FDX FEDEX CORP919 shares0.00%2026-06-302026-07-15

SPDR SERIES TRUST SPDR SERIES TRUST3.3K sharesnew addition2026-06-302026-07-15

GILD GILEAD SCIENCES INC2.3K shares18.38%2026-06-302026-07-15

Sponsored

ES EVERSOURCE ENERGY3.9K shares0.00%2026-06-302026-07-15

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.0K shares0.00%2026-06-302026-07-15

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.3.0K shares-6.57%2026-06-302026-07-15

ETR ENTERGY CORP NEW2.4K shares0.00%2026-06-302026-07-15

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-06-302026-07-15

DOMINION ENERGY INC DOMINION ENERGY INC4.0K shares0.00%2026-06-302026-07-15

TGT TARGET CORP2.0K shares0.00%2026-06-302026-07-15

ECL ECOLAB INC947 shares0.00%2026-06-302026-07-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.6K shares-4.20%2026-06-302026-07-15

VGSH VANGUARD SCOTTSDALE FDS4.5K shares0.00%2026-06-302026-07-15

NSC NORFOLK SOUTHN CORP825 shares0.00%2026-06-302026-07-15

PGX INVESCO EXCH TRADED FD TR II23.7K shares0.00%2026-06-302026-07-15

NEAR ISHARES U S ETF TR5.1K shares0.00%2026-06-302026-07-15

SLV ISHARES SILVER TR4.7K shares0.00%2026-06-302026-07-15

YUM YUM BRANDS INC1.5K shares2.93%2026-06-302026-07-15

MAS MASCO CORP3.0K shares0.00%2026-06-302026-07-15

Sponsored

GWW WW GRAINGER INC178 shares-9.64%2026-06-302026-07-15

WEC WEC ENERGY GROUP INC2.1K shares3.20%2026-06-302026-07-15

ET ENERGY TRANSFER L P12.5K shares0.00%2026-06-302026-07-15

PSX PHILLIPS 661.4K shares0.00%2026-06-302026-07-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares-51.54%2026-06-302026-07-15

SLB SLB LIMITED5.0K shares0.00%2026-06-302026-07-15

DG DOLLAR GEN CORP2.0K shares0.00%2026-06-302026-07-15

CM CANADIAN IMPERIAL BANK OF CO2.0K shares0.00%2026-06-302026-07-15

Sponsored

FTNY PUTNAM ETF TRUST28.7K shares0.00%2026-06-302026-07-15

SHOP SHOPIFY INC2.0K sharesnew addition2026-06-302026-07-15

RIO RIO TINTO PLC2.4K shares0.00%2026-06-302026-07-15

BK BANK OF NY MELLON CORP1.6K shares6.49%2026-06-302026-07-15

WAT WATERS CORP596 shares0.00%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F3.7K shares-0.21%2026-06-302026-07-15

BDX BECTON DICKINSON & CO1.4K shares0.00%2026-06-302026-07-15

HII HUNTINGTON INGALLS INDS INC750 shares0.00%2026-06-302026-07-15

Sponsored

NKE NIKE INC5.1K shares0.00%2026-06-302026-07-15

AZO AUTOZONE INC65 shares0.00%2026-06-302026-07-15

LHX L3HARRIS TECHNOLOGIES INC711 shares0.00%2026-06-302026-07-15

VBR VANGUARD INDEX FDS844 shares0.00%2026-06-302026-07-15

COP CONOCOPHILLIPS2.0K shares-19.11%2026-06-302026-07-15

FAST FASTENAL CO4.0K shares0.00%2026-06-302026-07-15

VT VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2026-06-302026-07-15

GIS GENERAL MILLS INC5.5K shares2.70%2026-06-302026-07-15

Sponsored

MSM MSC INDL DIRECT INC1.6K shares0.00%2026-06-302026-07-15

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC573 shares0.00%2026-06-302026-07-15

Z ZILLOW GROUP INC6.0K sharesnew addition2026-06-302026-07-15

MFC MANULIFE FINL CORP4.6K shares0.00%2026-06-302026-07-15

SHEL SHELL PLC2.4K shares-9.93%2026-06-302026-07-15

RL RALPH LAUREN CORP460 shares0.00%2026-06-302026-07-15

COF CAPITAL ONE FINL CORP911 shares0.00%2026-06-302026-07-15

VTR VENTAS INC2.0K shares-14.53%2026-06-302026-07-15

Sponsored

BMO BANK MONTREAL MEDIUM1.0K shares0.00%2026-06-302026-07-15

SDY SPDR SERIES TRUST1.2K shares-19.83%2026-06-302026-07-15

AEP AMERICAN ELEC PWR CO INC1.3K shares0.00%2026-06-302026-07-15

LIN LINDE PLC323 shares-5.28%2026-06-302026-07-15

ROST ROSS STORES INC785 shares0.00%2026-06-302026-07-15

ENB ENBRIDGE INC3.0K shares0.00%2026-06-302026-07-15

GM GENERAL MTRS CO2.1K shares0.00%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC271 shares15.32%2026-06-302026-07-15

Sponsored

EXC EXELON CORP3.3K shares0.00%2026-06-302026-07-15

SRE SEMPRA1.6K shares0.00%2026-06-302026-07-15

SNA SNAP ON INC380 shares0.00%2026-06-302026-07-15

ADM ARCHER DANIELS MIDLAND CO2.0K shares0.00%2026-06-302026-07-15

GPC GENUINE PARTS CO1.3K shares0.00%2026-06-302026-07-15

IWP ISHARES TR1.0K shares0.00%2026-06-302026-07-15

F FORD MTR CO10.5K shares-14.40%2026-06-302026-07-15

TD TORONTO DOMINION BK ONT1.2K shares0.00%2026-06-302026-07-15

Sponsored

MET METLIFE INC1.7K shares0.00%2026-06-302026-07-15

AKRE PROFESIONALLY MANAGED PORTFO2.7K shares0.00%2026-06-302026-07-15

MYN BLACKROCK MUNIYIELD N Y QUAL14.0K shares0.00%2026-06-302026-07-15

ICSH ISHARES TR2.8K sharesnew addition2026-06-302026-07-15

VUSB VANGUARD BD INDEX FDS2.9K sharesnew addition2026-06-302026-07-15

VISA INC VISA INC407 shares98.54%2026-06-302026-07-15

HIG HARTFORD INSURANCE GROUP INC1.0K shares0.00%2026-06-302026-07-15

SPMD SPDR SERIES TRUST2.1K shares63.25%2026-06-302026-07-15

Sponsored

NVS NOVARTIS AG884 shares6.38%2026-06-302026-07-15

MDU MDU RES GROUP INC6.5K shares0.00%2026-06-302026-07-15

USB US BANCORP2.2K shares0.00%2026-06-302026-07-15

PLD PROLOGIS INC.989 shares6.92%2026-06-302026-07-15

EMA EMERA INC2.5K shares0.00%2026-06-302026-07-15

CME CME GROUP INC600 shares0.00%2026-06-302026-07-15

VCSH VANGUARD SCOTTSDALE FDS1.7K shares117.28%2026-06-302026-07-15

ATO ATMOS ENERGY CORP750 shares0.00%2026-06-302026-07-15

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CMCSA COMCAST CORP NEW5.2K shares0.00%2026-06-302026-07-15

ISCG ISHARES TR1.9K shares0.00%2026-06-302026-07-15

SPTM SPDR SERIES TRUST1.4K shares-80.20%2026-06-302026-07-15

EOG EOG RES INC960 shares0.00%2026-06-302026-07-15

AMERIPRISE FINL INC AMERIPRISE FINL INC265 shares0.00%2026-06-302026-07-15

IWB ISHARES TR291 shares0.00%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC102 shares75.86%2026-06-302026-07-15

WFC WELLS FARGO & CO1.4K shares-24.55%2026-06-302026-07-15

Sponsored

SWK STANLEY BLACK & DECKER INC1.2K shares0.00%2026-06-302026-07-15

BNS BANK NOVA SCOTIA B C1.3K shares0.00%2026-06-302026-07-15

IVE ISHARES TR495 shares0.00%2026-06-302026-07-15

IWD ISHARES TR462 shares0.00%2026-06-302026-07-15

OMC OMNICOM GROUP INC1.5K shares0.00%2026-06-302026-07-15

YORW YORK WTR CO3.6K sharesnew addition2026-06-302026-07-15

CIEN CIENA CORP223 shares6.70%2026-06-302026-07-15

BIV VANGUARD BD INDEX FDS1.4K shares0.00%2026-06-302026-07-15

Sponsored

PLOW DOUGLAS DYNAMICS INC2.0K shares0.00%2026-06-302026-07-15

DOC HEALTHPEAK PROPERTIES INC5.0K shares0.00%2026-06-302026-07-15

FISI FINANCIAL INSTITUTIONS INC2.7K shares0.00%2026-06-302026-07-15

AA ALCOA CORP2.0K shares0.00%2026-06-302026-07-15

VGIT VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2026-06-302026-07-15

NUE NUCOR CORP450 shares0.00%2026-06-302026-07-15

IBDR ISHARES TR4.1K sharesnew addition2026-06-302026-07-15

RF REGIONS FINANCIAL CORP NEW3.3K shares0.00%2026-06-302026-07-15

Sponsored

GSLC GOLDMAN SACHS ETF TR659 shares0.00%2026-06-302026-07-15

VHT VANGUARD WORLD FD308 shares0.00%2026-06-302026-07-15

BP BP PLC2.5K shares0.00%2026-06-302026-07-15

SHY ISHARES TR1.1K shares-52.91%2026-06-302026-07-15

HEDJ WISDOMTREE TR1.6K shares0.00%2026-06-302026-07-15

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC116 sharesnew addition2026-06-302026-07-15

VMC VULCAN MATLS CO300 shares0.00%2026-06-302026-07-15

GRC GORMAN RUPP CO950 shares-20.83%2026-06-302026-07-15

Sponsored

WBD WARNER BROS DISCOVERY INC3.3K shares0.00%2026-06-302026-07-15

SIGI SELECTIVE INS GROUP INC898 shares0.00%2026-06-302026-07-15

VGT VANGUARD WORLD FD726 shares4740.00%2026-06-302026-07-15

SCHX SCHWAB STRATEGIC TR2.9K shares1138.82%2026-06-302026-07-15

AFL AFLAC INC726 shares0.00%2026-06-302026-07-15

AVB AVALONBAY CMNTYS INC450 shares0.00%2026-06-302026-07-15

IHDG WISDOMTREE TR1.6K shares0.00%2026-06-302026-07-15

VCIT VANGUARD SCOTTSDALE FDS969 shares-38.40%2026-06-302026-07-15

Sponsored

IUSB ISHARES TR1.7K shares0.00%2026-06-302026-07-15

ASTE ASTEC INDS INC1.3K shares0.00%2026-06-302026-07-15

MEDTRONIC PLC MEDTRONIC PLC1.0K shares0.00%2026-06-302026-07-15

IGSB ISHARES TR1.5K shares0.00%2026-06-302026-07-15

NFG NATIONAL FUEL GAS CO995 shares0.00%2026-06-302026-07-15

DYNF BLACKROCK ETF TRUST1.1K shares0.00%2026-06-302026-07-15

MBB ISHARES TR795 shares0.00%2026-06-302026-07-15

SNDK SANDISK CORP33 shares0.00%2026-06-302026-07-15

Sponsored

LNN LINDSAY CORP600 shares0.00%2026-06-302026-07-15

CL COLGATE PALMOLIVE CO800 shares0.00%2026-06-302026-07-15

OXY OCCIDENTAL PETE CORP1.5K shares-18.27%2026-06-302026-07-15

SOLS SOLSTICE ADVANCED MATLS INC806 shares10.56%2026-06-302026-07-15

CWB SPDR SERIES TRUST658 sharesnew addition2026-06-302026-07-15

PFG PRINCIPAL FINANCIAL GROUP IN650 shares0.00%2026-06-302026-07-15

VONG VANGUARD SCOTTSDALE FDS542 shares0.00%2026-06-302026-07-15

KMI KINDER MORGAN INC DEL2.1K shares-19.81%2026-06-302026-07-15

Sponsored

AEE AMEREN CORP600 shares0.00%2026-06-302026-07-15

ECG EVERUS CONSTR GROUP400 shares0.00%2026-06-302026-07-15

CEG CONSTELLATION ENERGY CORP267 shares0.00%2026-06-302026-07-15

SCHZ SCHWAB STRATEGIC TR2.9K shares-72.64%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED189 shares0.00%2026-06-302026-07-15

QUAL ISHARES TR292 shares-62.90%2026-06-302026-07-15

SPSM SPDR SERIES TRUST1.1K shares316.92%2026-06-302026-07-15

WDC WESTERN DIGITAL CORP100 shares0.00%2026-06-302026-07-15

Sponsored

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC477 shares-22.19%2026-06-302026-07-15

BHB BAR HBR BANKSHARES1.6K shares0.00%2026-06-302026-07-15

HDV ISHARES TR2.3K shares400.00%2026-06-302026-07-15

DRI DARDEN RESTAURANTS INC299 shares0.00%2026-06-302026-07-15

CHD CHURCH & DWIGHT CO INC623 shares0.00%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS768 shares0.00%2026-06-302026-07-15

SNPS SYNOPSYS INC133 shares-78.86%2026-06-302026-07-15

UPS UNITED PARCEL SVCS INC547 shares-14.66%2026-06-302026-07-15

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC500 shares0.00%2026-06-302026-07-15

MSI MOTOROLA SOLUTIONS INC140 shares18.64%2026-06-302026-07-15

POR PORTLAND GEN ELEC CO1.1K shares0.00%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR1.6K shares45.61%2026-06-302026-07-15

SPYI NEOS ETF TRUST1.1K shares0.00%2026-06-302026-07-15

CAH CARDINAL HEALTH INC236 shares0.00%2026-06-302026-07-15

STT STATE STR CORP325 shares0.00%2026-06-302026-07-15

IXUS ISHARES TR573 shares0.00%2026-06-302026-07-15

Sponsored

SJM SMUCKER J M CO475 shares41.79%2026-06-302026-07-15

SOUTHERN CO SOUTHERN CO555 shares0.00%2026-06-302026-07-15

GEHC GE HEALTHCARE TECHNOLOGIES I828 shares0.00%2026-06-302026-07-15

RSP INVESCO EXCHANGE TRADED FD T247 shares0.00%2026-06-302026-07-15

GBTC GRAYSCALE BITCOIN TRUST ETF1.1K shares0.00%2026-06-302026-07-15

FLS FLOWSERVE CORP700 shares0.00%2026-06-302026-07-15

SCHE SCHWAB STRATEGIC TR1.4K shares4.42%2026-06-302026-07-15

DGRO ISHARES TR668 shares0.00%2026-06-302026-07-15

Sponsored

SPG SIMON PPTY GROUP INC NEW225 shares-34.59%2026-06-302026-07-15

ADOBE INC ADOBE INC245 shares-53.60%2026-06-302026-07-15

EFV ISHARES TR645 shares-0.77%2026-06-302026-07-15

BBY BEST BUY INC650 shares0.00%2026-06-302026-07-15

OGE OGE ENERGY CORP1.0K shares0.00%2026-06-302026-07-15

S&P GLOBAL INC S&P GLOBAL INC115 shares0.00%2026-06-302026-07-15

ANGL VANECK ETF TRUST1.6K shares0.00%2026-06-302026-07-15

GSIE GOLDMAN SACHS ETF TR978 shares0.00%2026-06-302026-07-15

Sponsored

KNF KNIFE RIVER CORP513 shares0.00%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC59 shares0.00%2026-06-302026-07-15

DTD WISDOMTREE TR453 shares0.00%2026-06-302026-07-15

SBUX STARBUCKS CORP413 shares-27.29%2026-06-302026-07-15

EHC ENCOMPASS HEALTH CORP400 shares-20.00%2026-06-302026-07-15

VOE VANGUARD INDEX FDS200 shares0.00%2026-06-302026-07-15

IWN ISHARES TR175 shares0.00%2026-06-302026-07-15

IYW ISHARES TR152 shares0.00%2026-06-302026-07-15

Sponsored

MMC MARSH & MCLENNAN COS INC229 shares0.00%2026-06-302026-07-15

ESG FLEXSHARES TR217 shares0.00%2026-06-302026-07-15

RACE FERRARI N V100 shares0.00%2026-06-302026-07-15

APH AMPHENOL CORP211 shares81.90%2026-06-302026-07-15

NCIQ HASHDEX NASDAQ CME CRYPTO2.5K sharesnew addition2026-06-302026-07-15

CAG CONAGRA BRANDS INC2.7K shares0.00%2026-06-302026-07-15

EEM ISHARES TR539 shares0.00%2026-06-302026-07-15

GNRC GENERAC HLDGS INC125 shares0.00%2026-06-302026-07-15

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION250 shares0.00%2026-06-302026-07-15

VLTO VERALTO CORP400 shares0.00%2026-06-302026-07-15

KEY KEYCORP1.5K shares0.00%2026-06-302026-07-15

FFBC 1ST FINL BANCORP1.0K shares0.00%2026-06-302026-07-15

FNDF SCHWAB STRATEGIC TR632 shares0.00%2026-06-302026-07-15

ESGE ISHARES INC590 shares0.00%2026-06-302026-07-15

SPYD SPDR SERIES TRUST675 shares0.00%2026-06-302026-07-15

NETFLIX INC. NETFLIX INC.450 shares350.00%2026-06-302026-07-15

Sponsored

VST VISTRA CORP201 sharesnew addition2026-06-302026-07-15

ASML ASML HLDG NV16 sharesnew addition2026-06-302026-07-15

DLR DIGITAL RLTY TR INC175 sharesnew addition2026-06-302026-07-15

MRVL MARVELL TECHNOLOGY INC104 sharesnew addition2026-06-302026-07-15

XLI SELECT SECTOR SPDR TR161 shares0.00%2026-06-302026-07-15

BKH BLACK HILLS CORP400 shares0.00%2026-06-302026-07-15

CNA CNA FINL CORP600 shares0.00%2026-06-302026-07-15

GHM GRAHAM CORP235 shares0.00%2026-06-302026-07-15

Sponsored

MNST MONSTER BEVERAGE CORP NEW293 sharesnew addition2026-06-302026-07-15

AZTA AZENTA INC1.1K shares83.33%2026-06-302026-07-15

WPM WHEATON PRECIOUS METALS CORP247 shares0.00%2026-06-302026-07-15

RWJ INVESCO EXCH TRADED FD TR II456 shares0.00%2026-06-302026-07-15

AGZ ISHARES TR245 sharesnew addition2026-06-302026-07-15

SCHH SCHWAB STRATEGIC TR1.1K shares0.00%2026-06-302026-07-15

HPE HEWLETT PACKARD ENTERPRISE C578 shares0.00%2026-06-302026-07-15

CTSH COGNIZANT TECHNOLOGY SOLUTIO671 shares0.00%2026-06-302026-07-15

Sponsored

EVTR MORGAN STANLEY ETF TRUST510 shares0.00%2026-06-302026-07-15

WAB WABTEC95 shares0.00%2026-06-302026-07-15

VBK VANGUARD INDEX FDS70 shares0.00%2026-06-302026-07-15

VLUE ISHARES TR128 shares0.00%2026-06-302026-07-15

FHLC FIDELITY COVINGTON TRUST330 shares0.00%2026-06-302026-07-15

VIG VANGUARD SPECIALIZED FUNDS107 shares0.00%2026-06-302026-07-15

FLOT ISHARES TR492 shares0.00%2026-06-302026-07-15

C CITIGROUP INC177 shares0.00%2026-06-302026-07-15

Sponsored

CARR CARRIER GLOBAL CORPORATION332 shares-46.37%2026-06-302026-07-15

SPEM SPDR INDEX SHS FDS469 shares0.00%2026-06-302026-07-15

ICF ISHARES TR359 shares0.00%2026-06-302026-07-15

BA BOEING CO110 shares0.00%2026-06-302026-07-15

ITRI ITRON INC275 shares0.00%2026-06-302026-07-15

OCFC OCEANFIRST FINL CORP1.2K shares0.00%2026-06-302026-07-15

KIM KIMCO REALTY CORP900 shares0.00%2026-06-302026-07-15

PYPL PAYPAL HLDGS INC526 shares0.00%2026-06-302026-07-15

Sponsored

EFG ISHARES TR178 shares0.00%2026-06-302026-07-15

SMH VANECK ETF TRUST33 shares0.00%2026-06-302026-07-15

VMBS VANGUARD SCOTTSDALE FDS462 shares633.33%2026-06-302026-07-15

DELL DELL TECHNOLOGIES INC50 sharesnew addition2026-06-302026-07-15

SCZ ISHARES TR261 shares0.00%2026-06-302026-07-15

NLY ANNALY CAPITAL MANAGEMENT IN911 shares0.00%2026-06-302026-07-15

ISHARES TR ISHARES TR204 shares0.00%2026-06-302026-07-15

CR CRANE COMPANY90 shares0.00%2026-06-302026-07-15

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD240 shares0.00%2026-06-302026-07-15

PAAS PAN AMERN SILVER CORP432 shares0.00%2026-06-302026-07-15

WPC WP CAREY INC270 shares-55.00%2026-06-302026-07-15

SNOWFLAKE INC SNOWFLAKE INC75 shares0.00%2026-06-302026-07-15

BX BLACKSTONE INC150 shares-87.56%2026-06-302026-07-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL18 sharesnew addition2026-06-302026-07-15

IAU ISHARES GOLD TR230 sharesnew addition2026-06-302026-07-15

DOV DOVER CORP75 shares0.00%2026-06-302026-07-15

Sponsored

NJR NEW JERSEY RES CORP300 shares0.00%2026-06-302026-07-15

TSN TYSON FOODS INC293 shares0.00%2026-06-302026-07-15

JCPB J P MORGAN EXCHANGE TRADED F355 shares0.00%2026-06-302026-07-15

LULU LULULEMON ATHLETICA INC140 shares0.00%2026-06-302026-07-15

XYL XYLEM INC133 shares0.00%2026-06-302026-07-15

IDA IDACORP INC100 shares0.00%2026-06-302026-07-15

AIQ GLOBAL X FDS229 shares0.00%2026-06-302026-07-15

IYH ISHARES TR220 shares0.00%2026-06-302026-07-15

Sponsored

CLSK CLEANSPARK INC1.0K shares0.00%2026-06-302026-07-15

AIG AMERICAN INTL GROUP INC195 shares0.00%2026-06-302026-07-15

HAL HALLIBURTON CO428 shares0.00%2026-06-302026-07-15

TIP ISHARES TR128 shares0.00%2026-06-302026-07-15

USRT ISHARES TR210 shares-80.28%2026-06-302026-07-15

MARA HOLDINGS INC MARA HOLDINGS INC1.0K shares0.00%2026-06-302026-07-15

EMB ISHARES TR142 shares0.00%2026-06-302026-07-15

THC TENET HEALTHCARE CORP73 shares0.00%2026-06-302026-07-15

Sponsored

ALL ALLSTATE CORP57 shares0.00%2026-06-302026-07-15

FNV FRANCO NEV CORP65 shares0.00%2026-06-302026-07-15

HPQ HP INC595 shares0.00%2026-06-302026-07-15

XLY SELECT SECTOR SPDR TR111 shares0.00%2026-06-302026-07-15

SCHM SCHWAB STRATEGIC TR353 sharesnew addition2026-06-302026-07-15

IJJ ISHARES TR88 shares0.00%2026-06-302026-07-15

HYG ISHARES TR153 shares0.00%2026-06-302026-07-15

VRTX VERTEX PHARMACEUTICALS INC24 sharesnew addition2026-06-302026-07-15

Sponsored

VNT VONTIER CORPORATION400 shares0.00%2026-06-302026-07-15

LW LAMB WESTON HLDGS INC266 shares0.00%2026-06-302026-07-15

EMXC ISHARES INC112 shares-3.45%2026-06-302026-07-15

SOLV SOLVENTUM CORP147 shares-21.81%2026-06-302026-07-15

XLF SELECT SECTOR SPDR TR211 shares0.00%2026-06-302026-07-15

SCHD SCHWAB STRATEGIC TR353 shares-25.53%2026-06-302026-07-15

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR246 shares0.00%2026-06-302026-07-15

IVOL KRANESHARES TRUST630 shares0.00%2026-06-302026-07-15

Sponsored

EQT EQT CORP200 shares0.00%2026-06-302026-07-15

EXPD EXPEDITORS INTL WASH INC63 sharesnew addition2026-06-302026-07-15

TKO TKO GROUP HOLDINGS INC51 shares0.00%2026-06-302026-07-15

FE FIRSTENERGY CORP215 shares-58.41%2026-06-302026-07-15

WHR WHIRLPOOL CORP259 shares0.00%2026-06-302026-07-15

CIM CHIMERA INVT CORP746 shares0.00%2026-06-302026-07-15

XLV SELECT SECTOR SPDR TR62 shares0.00%2026-06-302026-07-15

QYLD GLOBAL X FDS524 shares0.00%2026-06-302026-07-15

Sponsored

CI THE CIGNA GROUP34 shares0.00%2026-06-302026-07-15

OTIS OTIS WORLDWIDE CORP130 shares-22.16%2026-06-302026-07-15

IEI ISHARES TR79 shares-89.82%2026-06-302026-07-15

JQC NUVEEN CR STRATEGIES INCOME1.8K shares0.00%2026-06-302026-07-15

PCN PIMCO CORPORATE & INCM STRG729 shares0.00%2026-06-302026-07-15

ROKU ROKU INC63 sharesnew addition2026-06-302026-07-15

SEIC SEI INVTS CO97 sharesnew addition2026-06-302026-07-15

ARES CAPITAL CORP ARES CAPITAL CORP459 shares-64.64%2026-06-302026-07-15

Sponsored

EMN EASTMAN CHEM CO125 shares0.00%2026-06-302026-07-15

TT TRANE TECHNOLOGIES PLC17 sharesnew addition2026-06-302026-07-15

BEN FRANKLIN RESOURCES INC250 shares0.00%2026-06-302026-07-15

USHY ISHARES TR223 shares0.00%2026-06-302026-07-15

REGN REGENERON PHARMACEUTICALS13 sharesnew addition2026-06-302026-07-15

PRU PRUDENTIAL FINL INC73 shares0.00%2026-06-302026-07-15

Q QNITY ELECTRONICS INC47 shares0.00%2026-06-302026-07-15

SCHP SCHWAB STRATEGIC TR286 shares4.00%2026-06-302026-07-15

Sponsored

TLT ISHARES TR85 shares0.00%2026-06-302026-07-15

VSNT VERSANT MEDIA GROUP INC202 shares0.00%2026-06-302026-07-15

PPL CORP PPL CORP200 shares0.00%2026-06-302026-07-15

ADI ANALOG DEVICES INC18 shares0.00%2026-06-302026-07-15

BRO BROWN & BROWN INC111 shares0.00%2026-06-302026-07-15

NVMI NOVA LTD13 sharesnew addition2026-06-302026-07-15

TDC TERADATA CORP DEL200 shares0.00%2026-06-302026-07-15

ZBH ZIMMER BIOMET HOLDINGS INC80 shares0.00%2026-06-302026-07-15

Sponsored

KD KYNDRYL HLDGS INC599 shares0.00%2026-06-302026-07-15

SLYV SPDR SERIES TRUST61 shares-91.21%2026-06-302026-07-15

CSTM CONSTELLIUM SE200 shares0.00%2026-06-302026-07-15

INTU INTUIT24 shares-31.43%2026-06-302026-07-15

OXY.WS OCCIDENTAL PETE CORP234 shares0.00%2026-06-302026-07-15

BTI BRITISH AMERN TOB PLC100 shares-67.53%2026-06-302026-07-15

MDYV SPDR SERIES TRUST65 shares-91.29%2026-06-302026-07-15

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC25 shares0.00%2026-06-302026-07-15

Sponsored

BTC GRAYSCALE BITCOIN MINI TR ET228 shares0.00%2026-06-302026-07-15

HP HELMERICH & PAYNE INC179 shares0.00%2026-06-302026-07-15

CCI CROWN CASTLE INC76 shares0.00%2026-06-302026-07-15

GSK PLC GSK PLC100 shares0.00%2026-06-302026-07-15

SCHC SCHWAB STRATEGIC TR108 shares-95.15%2026-06-302026-07-15

PCG PG&E CORP300 shares0.00%2026-06-302026-07-15

FULT FULTON FINL CORP PA208 shares0.00%2026-06-302026-07-15

SONY SONY GROUP CORP250 shares0.00%2026-06-302026-07-15

Sponsored

CC CHEMOURS CO244 shares0.00%2026-06-302026-07-15

IFRA ISHARES TR74 shares0.00%2026-06-302026-07-15

NDAQ NASDAQ INC59 sharesnew addition2026-06-302026-07-15

CXT CRANE NXT CO90 shares0.00%2026-06-302026-07-15

TMP

TOMPKINS FINL CORP

-0.18%

Shares1.1M

Event2026-06-30

Filed2026-07-15

VTHR

VANGUARD SCOTTSDALE FDS

-0.54%

Shares297.9K

Event2026-06-30

Filed2026-07-15

IWL

ISHARES TR

0.51%

Shares501.4K

Event2026-06-30

Filed2026-07-15

ACWX

ISHARES TR

31.24%

Shares982.9K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-2.38%

Shares177.0K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

1.20%

Shares255.2K

Event2026-06-30

Filed2026-07-15

BND

VANGUARD BD INDEX FDS

0.66%

Shares577.5K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

-0.68%

Shares113.0K

Event2026-06-30

Filed2026-07-15

SPMO

INVESCO EXCH TRADED FD TR II

-2.75%

Shares245.3K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

3.34%

Shares55.5K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

-25.02%

Shares506.5K

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

-2.05%

Shares27.6K

Event2026-06-30

Filed2026-07-15

EFIV

SPDR SERIES TRUST

41.25%

Shares425.7K

Event2026-06-30

Filed2026-07-15

IDEQ

LAZARD ACTIVE ETF TR

New

Shares869.4K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

-4.23%

Shares225.4K

Event2026-06-30

Filed2026-07-15

WMT

WALMART INC

-6.91%

Shares225.1K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET INC

-3.73%

Shares67.9K

Event2026-06-30

Filed2026-07-15

XLK

SELECT SECTOR SPDR TR

13.63%

Shares121.6K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

-2.96%

Shares155.5K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-1.96%

Shares64.9K

Event2026-06-30

Filed2026-07-15

IWR

ISHARES TR

17.62%

Shares178.6K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-1.28%

Shares72.4K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

-4.39%

Shares46.2K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

1.95%

Shares54.8K

Event2026-06-30

Filed2026-07-15

WASTE MGMT INC DEL

-0.92%

Shares63.0K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC NEW

-2.19%

Shares87.2K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

-6.59%

Shares93.5K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

-1.11%

Shares150.9K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE CORPORATION

-8.37%

Shares12.4K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

0.30%

Shares32.6K

Event2026-06-30

Filed2026-07-15

MASTERCARD INCORPORATED

-0.27%

Shares21.6K

Event2026-06-30

Filed2026-07-15

AJG

GALLAGHER ARTHUR J & CO

-0.04%

Shares47.4K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

18.86%

Shares35.0K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.32%

Shares20.5K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP NEW

-1.14%

Shares80.9K

Event2026-06-30

Filed2026-07-15

BLK

BLACKROCK INC

-1.18%

Shares10.4K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

2.20%

Shares105.0K

Event2026-06-30

Filed2026-07-15

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.00%

Shares117.1K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

0.63%

Shares35.4K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

-4.08%

Shares64.3K

Event2026-06-30

Filed2026-07-15

GENERAL DYNAMICS CORP

-2.25%

Shares24.5K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

-3.43%

Shares30.8K

Event2026-06-30

Filed2026-07-15

BIL

SPDR SERIES TRUST

-20.51%

Shares84.8K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

-1.00%

Shares52.6K

Event2026-06-30

Filed2026-07-15

PSA

PUBLIC STORAGE

-1.38%

Shares24.0K

Event2026-06-30

Filed2026-07-15

TEL

TE CONNECTIVITY PLC

-31.16%

Shares35.5K

Event2026-06-30

Filed2026-07-15

DHR

DANAHER CORP DEL

-4.64%

Shares34.3K

Event2026-06-30

Filed2026-07-15

FDVV

FIDELITY COVINGTON TRUST

17.75%

Shares105.2K

Event2026-06-30

Filed2026-07-15

USXF

ISHARES TR

New

Shares88.1K

Event2026-06-30

Filed2026-07-15

CVIE

MORGAN STANLEY ETF TRUST

New

Shares69.6K

Event2026-06-30

Filed2026-07-15

ISRG

INTUITIVE SURGICAL INC

-5.54%

Shares14.6K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

-0.49%

Shares7.5K

Event2026-06-30

Filed2026-07-15

RWL

INVESCO EXCH TRADED FD TR II

-0.56%

Shares39.0K

Event2026-06-30

Filed2026-07-15

SYK

STRYKER CORPORATION

-7.60%

Shares15.8K

Event2026-06-30

Filed2026-07-15

USMV

ISHARES TR

-5.05%

Shares49.8K

Event2026-06-30

Filed2026-07-15

SUSA

ISHARES TR

-3.49%

Shares30.5K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

-6.46%

Shares17.0K

Event2026-06-30

Filed2026-07-15

CRS

CARPENTER TECHNOLOGY CORP

-7.98%

Shares6.9K

Event2026-06-30

Filed2026-07-15

QUANTA SVCS INC

-4.04%

Shares5.6K

Event2026-06-30

Filed2026-07-15

MOAT

VANECK ETF TRUST

-2.98%

Shares38.0K

Event2026-06-30

Filed2026-07-15

BROADCOM INC

102.00%

Shares10.4K

Event2026-06-30

Filed2026-07-15

ICE

INTERCONTINENTAL EXCHANGE IN

-1.13%

Shares31.7K

Event2026-06-30

Filed2026-07-15

IWO

ISHARES TR

2.16%

Shares9.4K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-6.52%

Shares35.3K

Event2026-06-30

Filed2026-07-15

KMB

KIMBERLY-CLARK CORP

-2.93%

Shares30.1K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL INC

259.49%

Shares17.7K

Event2026-06-30

Filed2026-07-15

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares37.6K

Event2026-06-30

Filed2026-07-15

ESML

ISHARES TR

New

Shares54.8K

Event2026-06-30

Filed2026-07-15

PARKER-HANNIFIN CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-0.16%

Shares3.8K

Event2026-06-30

Filed2026-07-15

AWK

AMERICAN WTR WKS CO INC NEW

-0.12%

Shares21.3K

Event2026-06-30

Filed2026-07-15

EMR

EMERSON ELEC CO

10.19%

Shares19.3K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

66.65%

Shares19.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-7.34%

Shares7.3K

Event2026-06-30

Filed2026-07-15

CWST

CASELLA WASTE SYS INC

0.00%

Shares26.7K

Event2026-06-30

Filed2026-07-15

JEPI

J P MORGAN EXCHANGE TRADED F

33.56%

Shares45.0K

Event2026-06-30

Filed2026-07-15

ITW

ILLINOIS TOOL WKS INC

-0.31%

Shares9.2K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

59.78%

Shares4.4K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

-1.89%

Shares8.6K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR INC

5.23%

Shares2.0K

Event2026-06-30

Filed2026-07-15

ADP

AUTOMATIC DATA PROCESSING IN

-3.62%

Shares9.4K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TR

3.62%

Shares2.8K

Event2026-06-30

Filed2026-07-15

J P MORGAN EXCHANGE TRADED F

49.69%

Shares32.6K

Event2026-06-30

Filed2026-07-15

WBS

WEBSTER FINL CORP

-50.58%

Shares25.3K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC

27.64%

Shares5.5K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

-3.05%

Shares23.6K

Event2026-06-30

Filed2026-07-15

NBTB

NBT BANCORP INC

-1.80%

Shares37.5K

Event2026-06-30

Filed2026-07-15

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

AXP

AMERICAN EXPRESS CO

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-15

MDY

STATE STR SPDR S&P MIDCAP 40

-0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

SPLV

INVESCO EXCH TRADED FD TR II

-15.81%

Shares18.6K

Event2026-06-30

Filed2026-07-15

DEERE & CO

0.71%

Shares2.1K

Event2026-06-30

Filed2026-07-15

PAYX

PAYCHEX INC

-15.21%

Shares13.7K

Event2026-06-30

Filed2026-07-15

IJS

ISHARES TR

-7.55%

Shares9.8K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

-0.02%

Shares55.8K

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

0.62%

Shares9.0K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-15.46%

Shares4.2K

Event2026-06-30

Filed2026-07-15

IVW

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-15

BNL

BROADSTONE NET LEASE INC

-50.00%

Shares58.1K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

-2.54%

Shares8.1K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

-0.60%

Shares27.6K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORPORATION

-59.24%

Shares7.0K

Event2026-06-30

Filed2026-07-15

SCHB

SCHWAB STRATEGIC TR

-14.35%

Shares39.0K

Event2026-06-30

Filed2026-07-15

SUB

ISHARES TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

-8.42%

Shares914

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

28.73%

Shares14.7K

Event2026-06-30

Filed2026-07-15

OKE

ONEOK INC NEW

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-15

DIS

DISNEY WALT CO

26.58%

Shares10.8K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORP PLC

-23.47%

Shares2.3K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCIENTIFIC INC

2.35%

Shares1.7K

Event2026-06-30

Filed2026-07-15

BAC

BANK OF AMER CORP

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-15

EFAV

ISHARES TR

-8.18%

Shares9.7K

Event2026-06-30

Filed2026-07-15

ITOT

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-15

IEMG

ISHARES INC

-9.39%

Shares9.5K

Event2026-06-30

Filed2026-07-15

LOW

LOWES COS INC

2.80%

Shares3.5K

Event2026-06-30

Filed2026-07-15

DVY

ISHARES TR

-0.10%

Shares5.0K

Event2026-06-30

Filed2026-07-15

RTX CORPORATION

-16.65%

Shares4.0K

Event2026-06-30

Filed2026-07-15

XLC

SELECT SECTOR SPDR TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

38.67%

Shares1.8K

Event2026-06-30

Filed2026-07-15

SYY

SYSCO CORP

-1.61%

Shares8.8K

Event2026-06-30

Filed2026-07-15

AT&T INC

0.39%

Shares34.0K

Event2026-06-30

Filed2026-07-15

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

SCHW

SCHWAB CHARLES CORP

102.39%

Shares5.9K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

IWF

ISHARES TR

300.00%

Shares4.1K

Event2026-06-30

Filed2026-07-15

3M CO

-7.46%

Shares3.2K

Event2026-06-30

Filed2026-07-15

CONSTELLATION BRANDS INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-15

ROYAL BK CDA

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

BIIB

BIOGEN INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY INC

-3.46%

Shares5.4K

Event2026-06-30

Filed2026-07-15

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

OEF

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

MTB

M & T BK CORP

167.60%

Shares1.9K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

-33.24%

Shares1.5K

Event2026-06-30

Filed2026-07-15

CATH

GLOBAL X FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.72%

Shares927

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

-10.49%

Shares2.4K

Event2026-06-30

Filed2026-07-15

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

CLX

CLOROX CO DEL

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-15

WSO

WATSCO INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

CVS

CVS HEALTH CORP

-4.98%

Shares4.0K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

273.01%

Shares5.0K

Event2026-06-30

Filed2026-07-15

SHV

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-15

VUG

VANGUARD INDEX FDS

500.00%

Shares4.6K

Event2026-06-30

Filed2026-07-15

VTV

VANGUARD INDEX FDS

-17.53%

Shares1.7K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN CORP

-0.56%

Shares711

Event2026-06-30

Filed2026-07-15

MDLZ

MONDELEZ INTL INC

0.55%

Shares6.2K

Event2026-06-30

Filed2026-07-15

TFC

TRUIST FINL CORP

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-15

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

GAM

GENERAL AMERN INVS CO INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-15

WTRG

ESSENTIAL UTILS INC

5.29%

Shares8.0K

Event2026-06-30

Filed2026-07-15

HSY

HERSHEY CO

-0.57%

Shares1.7K

Event2026-06-30

Filed2026-07-15

PPG

PPG INDS INC

-18.26%

Shares2.5K

Event2026-06-30

Filed2026-07-15

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

KHC

KRAFT HEINZ CO

1447.16%

Shares12.8K

Event2026-06-30

Filed2026-07-15

IJK

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

UNP

UNION PAC CORP

-1.29%

Shares1.1K

Event2026-06-30

Filed2026-07-15

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

FDX

FEDEX CORP

0.00%

Shares919

Event2026-06-30

Filed2026-07-15

SPDR SERIES TRUST

New

Shares3.3K

Event2026-06-30

Filed2026-07-15

GILD

GILEAD SCIENCES INC

18.38%

Shares2.3K

Event2026-06-30

Filed2026-07-15

EVERSOURCE ENERGY

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-15

LABCORP HOLDINGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

MICROCHIP TECHNOLOGY INC.

-6.57%

Shares3.0K

Event2026-06-30

Filed2026-07-15

ETR

ENTERGY CORP NEW

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

ASTRAZENECA PLC

New

Shares1.4K

Event2026-06-30

Filed2026-07-15

DOMINION ENERGY INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

TGT

TARGET CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

ECL

ECOLAB INC

0.00%

Shares947

Event2026-06-30

Filed2026-07-15

BMY

BRISTOL-MYERS SQUIBB CO

-4.20%

Shares4.6K

Event2026-06-30

Filed2026-07-15

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-15

NSC

NORFOLK SOUTHN CORP

0.00%

Shares825

Event2026-06-30

Filed2026-07-15

PGX

INVESCO EXCH TRADED FD TR II

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-15

NEAR

ISHARES U S ETF TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-15

SLV

ISHARES SILVER TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-15

YUM

YUM BRANDS INC

2.93%

Shares1.5K

Event2026-06-30

Filed2026-07-15

MAS

MASCO CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

GWW

WW GRAINGER INC

-9.64%

Shares178

Event2026-06-30

Filed2026-07-15

WEC

WEC ENERGY GROUP INC

3.20%

Shares2.1K

Event2026-06-30

Filed2026-07-15

ENERGY TRANSFER L P

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-15

PSX

PHILLIPS 66

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

ACCENTURE PLC IRELAND

-51.54%

Shares1.9K

Event2026-06-30

Filed2026-07-15

SLB

SLB LIMITED

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-15

DOLLAR GEN CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

FTNY

PUTNAM ETF TRUST

0.00%

Shares28.7K

Event2026-06-30

Filed2026-07-15

SHOP

SHOPIFY INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

RIO

RIO TINTO PLC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

BANK OF NY MELLON CORP

6.49%

Shares1.6K

Event2026-06-30

Filed2026-07-15

WAT

WATERS CORP

0.00%

Shares596

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.21%

Shares3.7K

Event2026-06-30

Filed2026-07-15

BDX

BECTON DICKINSON & CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

HII

HUNTINGTON INGALLS INDS INC

0.00%

Shares750

Event2026-06-30

Filed2026-07-15

NKE

NIKE INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-15

AZO

AUTOZONE INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-15

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares711

Event2026-06-30

Filed2026-07-15

VBR

VANGUARD INDEX FDS

0.00%

Shares844

Event2026-06-30

Filed2026-07-15

COP

CONOCOPHILLIPS

-19.11%

Shares2.0K

Event2026-06-30

Filed2026-07-15

FAST

FASTENAL CO

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-15

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

GIS

GENERAL MILLS INC

2.70%

Shares5.5K

Event2026-06-30

Filed2026-07-15

MSM

MSC INDL DIRECT INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

TRAVELERS COMPANIES INC

0.00%

Shares573

Event2026-06-30

Filed2026-07-15

ZILLOW GROUP INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-15

MFC

MANULIFE FINL CORP

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-15

SHEL

SHELL PLC

-9.93%

Shares2.4K

Event2026-06-30

Filed2026-07-15

RALPH LAUREN CORP

0.00%

Shares460

Event2026-06-30

Filed2026-07-15

COF

CAPITAL ONE FINL CORP

0.00%

Shares911

Event2026-06-30

Filed2026-07-15

VTR

VENTAS INC

-14.53%

Shares2.0K

Event2026-06-30

Filed2026-07-15

BMO

BANK MONTREAL MEDIUM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

SDY

SPDR SERIES TRUST

-19.83%

Shares1.2K

Event2026-06-30

Filed2026-07-15

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

-5.28%

Shares323

Event2026-06-30

Filed2026-07-15

ROST

ROSS STORES INC

0.00%

Shares785

Event2026-06-30

Filed2026-07-15

ENB

ENBRIDGE INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

GENERAL MTRS CO

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

15.32%

Shares271

Event2026-06-30

Filed2026-07-15

EXC

EXELON CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

SRE

SEMPRA

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

SNA

SNAP ON INC

0.00%

Shares380

Event2026-06-30

Filed2026-07-15

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

GPC

GENUINE PARTS CO

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

IWP

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

FORD MTR CO

-14.40%

Shares10.5K

Event2026-06-30

Filed2026-07-15

TORONTO DOMINION BK ONT

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

MET

METLIFE INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

MYN

BLACKROCK MUNIYIELD N Y QUAL

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-15

ICSH

ISHARES TR

New

Shares2.8K

Event2026-06-30

Filed2026-07-15

VUSB

VANGUARD BD INDEX FDS

New

Shares2.9K

Event2026-06-30

Filed2026-07-15

VISA INC

98.54%

Shares407

Event2026-06-30

Filed2026-07-15

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

SPMD

SPDR SERIES TRUST

63.25%

Shares2.1K

Event2026-06-30

Filed2026-07-15

NVS

NOVARTIS AG

6.38%

Shares884

Event2026-06-30

Filed2026-07-15

MDU

MDU RES GROUP INC

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-15

USB

US BANCORP

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-15

PLD

PROLOGIS INC.

6.92%

Shares989

Event2026-06-30

Filed2026-07-15

EMA

EMERA INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

CME

CME GROUP INC

0.00%

Shares600

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SCOTTSDALE FDS

117.28%

Shares1.7K

Event2026-06-30

Filed2026-07-15

ATO

ATMOS ENERGY CORP

0.00%

Shares750

Event2026-06-30

Filed2026-07-15

CMCSA

COMCAST CORP NEW

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-15

ISCG

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-15

SPTM

SPDR SERIES TRUST

-80.20%

Shares1.4K

Event2026-06-30

Filed2026-07-15

EOG

EOG RES INC

0.00%

Shares960

Event2026-06-30

Filed2026-07-15

AMERIPRISE FINL INC

0.00%

Shares265

Event2026-06-30

Filed2026-07-15

IWB

ISHARES TR

0.00%

Shares291

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

75.86%

Shares102

Event2026-06-30

Filed2026-07-15

WFC

WELLS FARGO & CO

-24.55%

Shares1.4K

Event2026-06-30

Filed2026-07-15

SWK

STANLEY BLACK & DECKER INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

BNS

BANK NOVA SCOTIA B C

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

IVE

ISHARES TR

0.00%

Shares495

Event2026-06-30

Filed2026-07-15

IWD

ISHARES TR

0.00%

Shares462

Event2026-06-30

Filed2026-07-15

OMC

OMNICOM GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

YORW

YORK WTR CO

New

Shares3.6K

Event2026-06-30

Filed2026-07-15

CIEN

CIENA CORP

6.70%

Shares223

Event2026-06-30

Filed2026-07-15

BIV

VANGUARD BD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-15

PLOW

DOUGLAS DYNAMICS INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-15

FISI

FINANCIAL INSTITUTIONS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

ALCOA CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

NUE

NUCOR CORP

0.00%

Shares450

Event2026-06-30

Filed2026-07-15

IBDR

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-15

REGIONS FINANCIAL CORP NEW

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares659

Event2026-06-30

Filed2026-07-15

VHT

VANGUARD WORLD FD

0.00%

Shares308

Event2026-06-30

Filed2026-07-15

BP PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-15

SHY

ISHARES TR

-52.91%

Shares1.1K

Event2026-06-30

Filed2026-07-15

HEDJ

WISDOMTREE TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

CROWDSTRIKE HLDGS INC

New

Shares116

Event2026-06-30

Filed2026-07-15

VMC

VULCAN MATLS CO

0.00%

Shares300

Event2026-06-30

Filed2026-07-15

GRC

GORMAN RUPP CO

-20.83%

Shares950

Event2026-06-30

Filed2026-07-15

WBD

WARNER BROS DISCOVERY INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-15

SIGI

SELECTIVE INS GROUP INC

0.00%

Shares898

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

4740.00%

Shares726

Event2026-06-30

Filed2026-07-15

SCHX

SCHWAB STRATEGIC TR

1138.82%

Shares2.9K

Event2026-06-30

Filed2026-07-15

AFL

AFLAC INC

0.00%

Shares726

Event2026-06-30

Filed2026-07-15

AVB

AVALONBAY CMNTYS INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-15

IHDG

WISDOMTREE TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

-38.40%

Shares969

Event2026-06-30

Filed2026-07-15

IUSB

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

ASTE

ASTEC INDS INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

MEDTRONIC PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

IGSB

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

NFG

NATIONAL FUEL GAS CO

0.00%

Shares995

Event2026-06-30

Filed2026-07-15

DYNF

BLACKROCK ETF TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

MBB

ISHARES TR

0.00%

Shares795

Event2026-06-30

Filed2026-07-15

SNDK

SANDISK CORP

0.00%

Shares33

Event2026-06-30

Filed2026-07-15

LNN

LINDSAY CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-15

COLGATE PALMOLIVE CO

0.00%

Shares800

Event2026-06-30

Filed2026-07-15

OXY

OCCIDENTAL PETE CORP

-18.27%

Shares1.5K

Event2026-06-30

Filed2026-07-15

SOLS

SOLSTICE ADVANCED MATLS INC

10.56%

Shares806

Event2026-06-30

Filed2026-07-15

CWB

SPDR SERIES TRUST

New

Shares658

Event2026-06-30

Filed2026-07-15

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares650

Event2026-06-30

Filed2026-07-15

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares542

Event2026-06-30

Filed2026-07-15

KMI

KINDER MORGAN INC DEL

-19.81%

Shares2.1K

Event2026-06-30

Filed2026-07-15

AEE

AMEREN CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-15

ECG

EVERUS CONSTR GROUP

0.00%

Shares400

Event2026-06-30

Filed2026-07-15

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares267

Event2026-06-30

Filed2026-07-15

SCHZ

SCHWAB STRATEGIC TR

-72.64%

Shares2.9K

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

0.00%

Shares189

Event2026-06-30

Filed2026-07-15

QUAL

ISHARES TR

-62.90%

Shares292

Event2026-06-30

Filed2026-07-15

SPSM

SPDR SERIES TRUST

316.92%

Shares1.1K

Event2026-06-30

Filed2026-07-15

WDC

WESTERN DIGITAL CORP

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

AGILENT TECHNOLOGIES INC

-22.19%

Shares477

Event2026-06-30

Filed2026-07-15

BHB

BAR HBR BANKSHARES

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

HDV

ISHARES TR

400.00%

Shares2.3K

Event2026-06-30

Filed2026-07-15

DRI

DARDEN RESTAURANTS INC

0.00%

Shares299

Event2026-06-30

Filed2026-07-15

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares623

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

0.00%

Shares768

Event2026-06-30

Filed2026-07-15

SNPS

SYNOPSYS INC

-78.86%

Shares133

Event2026-06-30

Filed2026-07-15

UPS

UNITED PARCEL SVCS INC

-14.66%

Shares547

Event2026-06-30

Filed2026-07-15

PALANTIR TECHNOLOGIES INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-15

MSI

MOTOROLA SOLUTIONS INC

18.64%

Shares140

Event2026-06-30

Filed2026-07-15

POR

PORTLAND GEN ELEC CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

45.61%

Shares1.6K

Event2026-06-30

Filed2026-07-15

SPYI

NEOS ETF TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

CAH

CARDINAL HEALTH INC

0.00%

Shares236

Event2026-06-30

Filed2026-07-15

STT

STATE STR CORP

0.00%

Shares325

Event2026-06-30

Filed2026-07-15

IXUS

ISHARES TR

0.00%

Shares573

Event2026-06-30

Filed2026-07-15

SJM

SMUCKER J M CO

41.79%

Shares475

Event2026-06-30

Filed2026-07-15

SOUTHERN CO

0.00%

Shares555

Event2026-06-30

Filed2026-07-15

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares828

Event2026-06-30

Filed2026-07-15

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares247

Event2026-06-30

Filed2026-07-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

FLS

FLOWSERVE CORP

0.00%

Shares700

Event2026-06-30

Filed2026-07-15

SCHE

SCHWAB STRATEGIC TR

4.42%

Shares1.4K

Event2026-06-30

Filed2026-07-15

DGRO

ISHARES TR

0.00%

Shares668

Event2026-06-30

Filed2026-07-15

SPG

SIMON PPTY GROUP INC NEW

-34.59%

Shares225

Event2026-06-30

Filed2026-07-15

ADOBE INC

-53.60%

Shares245

Event2026-06-30

Filed2026-07-15

EFV

ISHARES TR

-0.77%

Shares645

Event2026-06-30

Filed2026-07-15

BBY

BEST BUY INC

0.00%

Shares650

Event2026-06-30

Filed2026-07-15

OGE

OGE ENERGY CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

S&P GLOBAL INC

0.00%

Shares115

Event2026-06-30

Filed2026-07-15

ANGL

VANECK ETF TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares978

Event2026-06-30

Filed2026-07-15

KNF

KNIFE RIVER CORP

0.00%

Shares513

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

0.00%

Shares59

Event2026-06-30

Filed2026-07-15

DTD

WISDOMTREE TR

0.00%

Shares453

Event2026-06-30

Filed2026-07-15

SBUX

STARBUCKS CORP

-27.29%

Shares413

Event2026-06-30

Filed2026-07-15

EHC

ENCOMPASS HEALTH CORP

-20.00%

Shares400

Event2026-06-30

Filed2026-07-15

VOE

VANGUARD INDEX FDS

0.00%

Shares200

Event2026-06-30

Filed2026-07-15

IWN

ISHARES TR

0.00%

Shares175

Event2026-06-30

Filed2026-07-15

IYW

ISHARES TR

0.00%

Shares152

Event2026-06-30

Filed2026-07-15

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares229

Event2026-06-30

Filed2026-07-15

ESG

FLEXSHARES TR

0.00%

Shares217

Event2026-06-30

Filed2026-07-15

RACE

FERRARI N V

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

APH

AMPHENOL CORP

81.90%

Shares211

Event2026-06-30

Filed2026-07-15

NCIQ

HASHDEX NASDAQ CME CRYPTO

New

Shares2.5K

Event2026-06-30

Filed2026-07-15

CAG

CONAGRA BRANDS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

EEM

ISHARES TR

0.00%

Shares539

Event2026-06-30

Filed2026-07-15

GNRC

GENERAC HLDGS INC

0.00%

Shares125

Event2026-06-30

Filed2026-07-15

JOHNSON CONTROLS INTERNATION

0.00%

Shares250

Event2026-06-30

Filed2026-07-15

VLTO

VERALTO CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-15

KEY

KEYCORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

FFBC

1ST FINL BANCORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares632

Event2026-06-30

Filed2026-07-15

ESGE

ISHARES INC

0.00%

Shares590

Event2026-06-30

Filed2026-07-15

SPYD

SPDR SERIES TRUST

0.00%

Shares675

Event2026-06-30

Filed2026-07-15

NETFLIX INC.

350.00%

Shares450

Event2026-06-30

Filed2026-07-15

VST

VISTRA CORP

New

Shares201

Event2026-06-30

Filed2026-07-15

ASML

ASML HLDG NV

New

Shares16

Event2026-06-30

Filed2026-07-15

DLR

DIGITAL RLTY TR INC

New

Shares175

Event2026-06-30

Filed2026-07-15

MRVL

MARVELL TECHNOLOGY INC

New

Shares104

Event2026-06-30

Filed2026-07-15

XLI

SELECT SECTOR SPDR TR

0.00%

Shares161

Event2026-06-30

Filed2026-07-15

BKH

BLACK HILLS CORP

0.00%

Shares400

Event2026-06-30

Filed2026-07-15

CNA

CNA FINL CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-15

GHM

GRAHAM CORP

0.00%

Shares235

Event2026-06-30

Filed2026-07-15

MNST

MONSTER BEVERAGE CORP NEW

New

Shares293

Event2026-06-30

Filed2026-07-15

AZTA

AZENTA INC

83.33%

Shares1.1K

Event2026-06-30

Filed2026-07-15

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares247

Event2026-06-30

Filed2026-07-15

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares456

Event2026-06-30

Filed2026-07-15

AGZ

ISHARES TR

New

Shares245

Event2026-06-30

Filed2026-07-15

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-15

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares578

Event2026-06-30

Filed2026-07-15

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.00%

Shares671

Event2026-06-30

Filed2026-07-15

EVTR

MORGAN STANLEY ETF TRUST

0.00%

Shares510

Event2026-06-30

Filed2026-07-15

WAB

WABTEC

0.00%

Shares95

Event2026-06-30

Filed2026-07-15

VBK

VANGUARD INDEX FDS

0.00%

Shares70

Event2026-06-30

Filed2026-07-15

VLUE

ISHARES TR

0.00%

Shares128

Event2026-06-30

Filed2026-07-15

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares330

Event2026-06-30

Filed2026-07-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares107

Event2026-06-30

Filed2026-07-15

FLOT

ISHARES TR

0.00%

Shares492

Event2026-06-30

Filed2026-07-15

CITIGROUP INC

0.00%

Shares177

Event2026-06-30

Filed2026-07-15

CARR

CARRIER GLOBAL CORPORATION

-46.37%

Shares332

Event2026-06-30

Filed2026-07-15

SPEM

SPDR INDEX SHS FDS

0.00%

Shares469

Event2026-06-30

Filed2026-07-15

ICF

ISHARES TR

0.00%

Shares359

Event2026-06-30

Filed2026-07-15

BOEING CO

0.00%

Shares110

Event2026-06-30

Filed2026-07-15

ITRI

ITRON INC

0.00%

Shares275

Event2026-06-30

Filed2026-07-15

OCFC

OCEANFIRST FINL CORP

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

KIM

KIMCO REALTY CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-15

PYPL

PAYPAL HLDGS INC

0.00%

Shares526

Event2026-06-30

Filed2026-07-15

EFG

ISHARES TR

0.00%

Shares178

Event2026-06-30

Filed2026-07-15

SMH

VANECK ETF TRUST

0.00%

Shares33

Event2026-06-30

Filed2026-07-15

VMBS

VANGUARD SCOTTSDALE FDS

633.33%

Shares462

Event2026-06-30

Filed2026-07-15

DELL

DELL TECHNOLOGIES INC

New

Shares50

Event2026-06-30

Filed2026-07-15

SCZ

ISHARES TR

0.00%

Shares261

Event2026-06-30

Filed2026-07-15

NLY

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares911

Event2026-06-30

Filed2026-07-15

ISHARES TR

0.00%

Shares204

Event2026-06-30

Filed2026-07-15

CRANE COMPANY

0.00%

Shares90

Event2026-06-30

Filed2026-07-15

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares240

Event2026-06-30

Filed2026-07-15

PAAS

PAN AMERN SILVER CORP

0.00%

Shares432

Event2026-06-30

Filed2026-07-15

WPC

WP CAREY INC

-55.00%

Shares270

Event2026-06-30

Filed2026-07-15

SNOWFLAKE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-15

BLACKSTONE INC

-87.56%

Shares150

Event2026-06-30

Filed2026-07-15

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares18

Event2026-06-30

Filed2026-07-15

IAU

ISHARES GOLD TR

New

Shares230

Event2026-06-30

Filed2026-07-15

DOV

DOVER CORP

0.00%

Shares75

Event2026-06-30

Filed2026-07-15

NJR

NEW JERSEY RES CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-15

TSN

TYSON FOODS INC

0.00%

Shares293

Event2026-06-30

Filed2026-07-15

JCPB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares355

Event2026-06-30

Filed2026-07-15

LULU

LULULEMON ATHLETICA INC

0.00%

Shares140

Event2026-06-30

Filed2026-07-15

XYL

XYLEM INC

0.00%

Shares133

Event2026-06-30

Filed2026-07-15

IDA

IDACORP INC

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

AIQ

GLOBAL X FDS

0.00%

Shares229

Event2026-06-30

Filed2026-07-15

IYH

ISHARES TR

0.00%

Shares220

Event2026-06-30

Filed2026-07-15

CLSK

CLEANSPARK INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

AIG

AMERICAN INTL GROUP INC

0.00%

Shares195

Event2026-06-30

Filed2026-07-15

HAL

HALLIBURTON CO

0.00%

Shares428

Event2026-06-30

Filed2026-07-15

TIP

ISHARES TR

0.00%

Shares128

Event2026-06-30

Filed2026-07-15

USRT

ISHARES TR

-80.28%

Shares210

Event2026-06-30

Filed2026-07-15

MARA HOLDINGS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

EMB

ISHARES TR

0.00%

Shares142

Event2026-06-30

Filed2026-07-15

THC

TENET HEALTHCARE CORP

0.00%

Shares73

Event2026-06-30

Filed2026-07-15

ALL

ALLSTATE CORP

0.00%

Shares57

Event2026-06-30

Filed2026-07-15

FNV

FRANCO NEV CORP

0.00%

Shares65

Event2026-06-30

Filed2026-07-15

HPQ

HP INC

0.00%

Shares595

Event2026-06-30

Filed2026-07-15

XLY

SELECT SECTOR SPDR TR

0.00%

Shares111

Event2026-06-30

Filed2026-07-15

SCHM

SCHWAB STRATEGIC TR

New

Shares353

Event2026-06-30

Filed2026-07-15

IJJ

ISHARES TR

0.00%

Shares88

Event2026-06-30

Filed2026-07-15

HYG

ISHARES TR

0.00%

Shares153

Event2026-06-30

Filed2026-07-15

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares24

Event2026-06-30

Filed2026-07-15

VNT

VONTIER CORPORATION

0.00%

Shares400

Event2026-06-30

Filed2026-07-15

LAMB WESTON HLDGS INC

0.00%

Shares266

Event2026-06-30

Filed2026-07-15

EMXC

ISHARES INC

-3.45%

Shares112

Event2026-06-30

Filed2026-07-15

SOLV

SOLVENTUM CORP

-21.81%

Shares147

Event2026-06-30

Filed2026-07-15

XLF

SELECT SECTOR SPDR TR

0.00%

Shares211

Event2026-06-30

Filed2026-07-15

SCHD

SCHWAB STRATEGIC TR

-25.53%

Shares353

Event2026-06-30

Filed2026-07-15

SELECT SECTOR SPDR TR

0.00%

Shares246

Event2026-06-30

Filed2026-07-15

IVOL

KRANESHARES TRUST

0.00%

Shares630

Event2026-06-30

Filed2026-07-15

EQT

EQT CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-15

EXPD

EXPEDITORS INTL WASH INC

New

Shares63

Event2026-06-30

Filed2026-07-15

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares51

Event2026-06-30

Filed2026-07-15

FIRSTENERGY CORP

-58.41%

Shares215

Event2026-06-30

Filed2026-07-15

WHR

WHIRLPOOL CORP

0.00%

Shares259

Event2026-06-30

Filed2026-07-15

CIM

CHIMERA INVT CORP

0.00%

Shares746

Event2026-06-30

Filed2026-07-15

XLV

SELECT SECTOR SPDR TR

0.00%

Shares62

Event2026-06-30

Filed2026-07-15

QYLD

GLOBAL X FDS

0.00%

Shares524

Event2026-06-30

Filed2026-07-15

THE CIGNA GROUP

0.00%

Shares34

Event2026-06-30

Filed2026-07-15

OTIS

OTIS WORLDWIDE CORP

-22.16%

Shares130

Event2026-06-30

Filed2026-07-15

IEI

ISHARES TR

-89.82%

Shares79

Event2026-06-30

Filed2026-07-15

JQC

NUVEEN CR STRATEGIES INCOME

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-15

PCN

PIMCO CORPORATE & INCM STRG

0.00%

Shares729

Event2026-06-30

Filed2026-07-15

ROKU

ROKU INC

New

Shares63

Event2026-06-30

Filed2026-07-15

SEIC

SEI INVTS CO

New

Shares97

Event2026-06-30

Filed2026-07-15

ARES CAPITAL CORP

-64.64%

Shares459

Event2026-06-30

Filed2026-07-15

EMN

EASTMAN CHEM CO

0.00%

Shares125

Event2026-06-30

Filed2026-07-15

TRANE TECHNOLOGIES PLC

New

Shares17

Event2026-06-30

Filed2026-07-15

BEN

FRANKLIN RESOURCES INC

0.00%

Shares250

Event2026-06-30

Filed2026-07-15

USHY

ISHARES TR

0.00%

Shares223

Event2026-06-30

Filed2026-07-15

REGN

REGENERON PHARMACEUTICALS

New

Shares13

Event2026-06-30

Filed2026-07-15

PRU

PRUDENTIAL FINL INC

0.00%

Shares73

Event2026-06-30

Filed2026-07-15

QNITY ELECTRONICS INC

0.00%

Shares47

Event2026-06-30

Filed2026-07-15

SCHP

SCHWAB STRATEGIC TR

4.00%

Shares286

Event2026-06-30

Filed2026-07-15

TLT

ISHARES TR

0.00%

Shares85

Event2026-06-30

Filed2026-07-15

VSNT

VERSANT MEDIA GROUP INC

0.00%

Shares202

Event2026-06-30

Filed2026-07-15

PPL CORP

0.00%

Shares200

Event2026-06-30

Filed2026-07-15

ADI

ANALOG DEVICES INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-15

BRO

BROWN & BROWN INC

0.00%

Shares111

Event2026-06-30

Filed2026-07-15

NVMI

NOVA LTD

New

Shares13

Event2026-06-30

Filed2026-07-15

TDC

TERADATA CORP DEL

0.00%

Shares200

Event2026-06-30

Filed2026-07-15

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares80

Event2026-06-30

Filed2026-07-15

KYNDRYL HLDGS INC

0.00%

Shares599

Event2026-06-30

Filed2026-07-15

SLYV

SPDR SERIES TRUST

-91.21%

Shares61

Event2026-06-30

Filed2026-07-15

CSTM

CONSTELLIUM SE

0.00%

Shares200

Event2026-06-30

Filed2026-07-15

INTU

INTUIT

-31.43%

Shares24

Event2026-06-30

Filed2026-07-15

OXY.WS

OCCIDENTAL PETE CORP

0.00%

Shares234

Event2026-06-30

Filed2026-07-15

BTI

BRITISH AMERN TOB PLC

-67.53%

Shares100

Event2026-06-30

Filed2026-07-15

MDYV

SPDR SERIES TRUST

-91.29%

Shares65

Event2026-06-30

Filed2026-07-15

JAZZ PHARMACEUTICALS PLC

0.00%

Shares25

Event2026-06-30

Filed2026-07-15

BTC

GRAYSCALE BITCOIN MINI TR ET

0.00%

Shares228

Event2026-06-30

Filed2026-07-15

HELMERICH & PAYNE INC

0.00%

Shares179

Event2026-06-30

Filed2026-07-15

CCI

CROWN CASTLE INC

0.00%

Shares76

Event2026-06-30

Filed2026-07-15

GSK PLC

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

SCHC

SCHWAB STRATEGIC TR

-95.15%

Shares108

Event2026-06-30

Filed2026-07-15

PCG

PG&E CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-15

FULT

FULTON FINL CORP PA

0.00%

Shares208

Event2026-06-30

Filed2026-07-15

SONY

SONY GROUP CORP

0.00%

Shares250

Event2026-06-30

Filed2026-07-15

CHEMOURS CO

0.00%

Shares244

Event2026-06-30

Filed2026-07-15

IFRA

ISHARES TR

0.00%

Shares74

Event2026-06-30

Filed2026-07-15

NDAQ

NASDAQ INC

New

Shares59

Event2026-06-30

Filed2026-07-15

CXT

CRANE NXT CO

0.00%

Shares90

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available