Sponsored

The Analysis of 1620 INVESTMENT ADVISORS, INC.'s Holdings & P&L

Currently, 1620 INVESTMENT ADVISORS, INC. holds 677 types of securities in its portfolio with a total value $161.5M. In the most recent quarter, they have increased their positions in AVES (+52.3K shares, valued at $3.4M), IGSB (+23.9K shares, valued at $1.3M), FLCC (+20.4K shares, valued at $717.3K); decreased their positions in N/A (-2.0K shares, valued at $1.9M), TSM (-1.8K shares, valued at $837.2K), MRVL (-2.2K shares, valued at $654.2K); initiated new positions in AVES (+52.3K shares, valued at $3.4M), SPG (+1.8K shares, valued at $393.2K), LAMR (+2.4K shares, valued at $379.5K).

1M P&L

-36.2K-0.03%

3M P&L

+4.1M+3.15%

HY P&L

+9.2M+7.30%

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/A58.7M

41.7%

2Semiconductors5.2M

3.7%

3Drug Manufacturers - General5.2M

3.7%

Top Industries by Stock Count

1N/A163 stocks

27.4%

2Banks - Regional17 stocks

2.9%

3Semiconductors15 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF148.9K shares2.67%2026-06-302026-07-14

FRDM FREEDOM 100 EMERGING MARKETS ETF59.9K shares-3.83%2026-06-302026-07-14

QEFA STATE STREET MSCI EAFE STRATEGICFACTORS ETF43.7K shares0.51%2026-06-302026-07-14

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF72.4K shares49.38%2026-06-302026-07-14

IEF ISHARES 7-10 YEAR TREASURY BOND ETF38.0K shares1.82%2026-06-302026-07-14

AVES AVANTIS EMERGING MARKETS VALUE ETF52.3K sharesnew addition2026-06-302026-07-14

TY TRI CONTL CORP COM90.4K shares-2.47%2026-06-302026-07-14

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF106.1K shares-0.48%2026-06-302026-07-14

Sponsored

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM8.6K shares-2.95%2026-06-302026-07-14

AAPL APPLE INC COM9.1K shares-3.20%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS5.3K shares-24.91%2026-06-302026-07-14

SCHP SCHWAB US TIPS ETF92.1K shares0.94%2026-06-302026-07-14

JSI JANUS HENDERSON SECURITIZED INCOME ETF45.3K shares0.81%2026-06-302026-07-14

TJX TJX COS INC NEW COM15.0K shares-6.59%2026-06-302026-07-14

RTX CORPORATION COM RTX CORPORATION COM9.5K shares-5.80%2026-06-302026-07-14

ABBVIE INC COM ABBVIE INC COM7.1K shares-5.14%2026-06-302026-07-14

Sponsored

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF16.3K shares0.71%2026-06-302026-07-14

GLW CORNING INC COM6.6K shares-6.35%2026-06-302026-07-14

MSFT MICROSOFT CORP COM4.4K shares6.41%2026-06-302026-07-14

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF54.6K shares0.89%2026-06-302026-07-14

JHPI JOHN HANCOCK PREFERRED INCOME ETF67.4K shares3.79%2026-06-302026-07-14

TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF37.5K shares-4.00%2026-06-302026-07-14

NVS NOVARTIS AG SPONSORED ADR9.2K shares0.98%2026-06-302026-07-14

MPC MARATHON PETE CORP COM5.6K shares-0.22%2026-06-302026-07-14

Sponsored

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.5K shares-57.92%2026-06-302026-07-14

EMTL STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF29.8K shares1.39%2026-06-302026-07-14

CVX CHEVRON CORPORATION COM7.5K shares-5.75%2026-06-302026-07-14

EPR EPR PPTYS COM SH BEN INT21.2K shares-3.64%2026-06-302026-07-14

ITM VANECK INTERMEDIATE MUNI ETF26.1K shares0.00%2026-06-302026-07-14

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS7.9K shares-0.34%2026-06-302026-07-14

NTAP NETAPP INC COM7.2K shares-0.11%2026-06-302026-07-14

ETN EATON CORP PLC SHS2.4K shares-12.81%2026-06-302026-07-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM17.6K shares1.77%2026-06-302026-07-14

SOUTHERN CO COM SOUTHERN CO COM10.6K shares-7.20%2026-06-302026-07-14

GOOGL ALPHABET INC CAP STK CL A2.7K shares-0.33%2026-06-302026-07-14

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD5.1K shares0.58%2026-06-302026-07-14

BX BLACKSTONE INC COM8.1K shares53.89%2026-06-302026-07-14

FHI FEDERATED HERMES INC CL B17.2K shares-0.30%2026-06-302026-07-14

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF38.0K shares-15.60%2026-06-302026-07-14

QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF4.8K shares-8.36%2026-06-302026-07-14

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.8K shares-0.11%2026-06-302026-07-14

TPR TAPESTRY INC COM6.0K shares1.30%2026-06-302026-07-14

PFE PFIZER INC COM36.1K shares-1.74%2026-06-302026-07-14

DRH DIAMONDROCK HOSPITALITY CO COM68.1K shares-1.35%2026-06-302026-07-14

TYG TORTOISE ENERGY INFRSTRCTR CP COM18.7K shares-0.73%2026-06-302026-07-14

AMZN AMAZON COM INC COM3.4K shares0.42%2026-06-302026-07-14

HD HOME DEPOT INC COM2.2K shares2.84%2026-06-302026-07-14

LEA LEAR CORP COM NEW5.9K shares0.79%2026-06-302026-07-14

Sponsored

VZ VERIZON COMMUNICATIONS INC COM18.6K shares-9.21%2026-06-302026-07-14

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM2.4K shares1.19%2026-06-302026-07-14

POWL POWELL INDS INC COM2.7K shares52.69%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS COM2.8K shares-11.06%2026-06-302026-07-14

FLCC FEDERATED HERMES MDT LARGE CAP CORE ETF21.7K shares1570.46%2026-06-302026-07-14

GILD GILEAD SCIENCES INC COM6.0K shares-10.43%2026-06-302026-07-14

MDLZ MONDELEZ INTL INC CL A12.7K shares2.28%2026-06-302026-07-14

RPM RPM INTL INC COM6.6K shares1.47%2026-06-302026-07-14

Sponsored

INVH INVITATION HOMES INC COM23.8K shares8.31%2026-06-302026-07-14

PEP PEPSICO INC COM5.3K shares0.23%2026-06-302026-07-14

TFC TRUIST FINL CORP COM14.4K shares0.35%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON COM2.8K shares1.29%2026-06-302026-07-14

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND7.8K shares-28.73%2026-06-302026-07-14

ADC AGREE RLTY CORP COM9.4K shares-1.06%2026-06-302026-07-14

PANW PALO ALTO NETWORKS INC COM2.1K shares-40.41%2026-06-302026-07-14

RL RALPH LAUREN CORP CL A1.7K shares0.64%2026-06-302026-07-14

Sponsored

ARES CAPITAL CORP COM ARES CAPITAL CORP COM37.2K shares-12.48%2026-06-302026-07-14

MOAT VANECK MORNINGSTAR WIDE MOAT ETF6.6K shares-24.06%2026-06-302026-07-14

TXN TEXAS INSTRS INC COM2.3K shares2.24%2026-06-302026-07-14

TFLR T. ROWE PRICE FLOATING RATE ETF13.3K shares2.23%2026-06-302026-07-14

DIS DISNEY WALT CO COM6.7K shares2.40%2026-06-302026-07-14

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS4.7K shares-13.55%2026-06-302026-07-14

DOMINION ENERGY INC COM DOMINION ENERGY INC COM9.4K shares-0.26%2026-06-302026-07-14

LNG CHENIERE ENERGY INC COM NEW2.5K shares0.24%2026-06-302026-07-14

Sponsored

CAH CARDINAL HEALTH INC COM2.5K shares4.19%2026-06-302026-07-14

PGX INVESCO PREFERRED ETF54.3K shares-2.11%2026-06-302026-07-14

MEDTRONIC PLC SHS MEDTRONIC PLC SHS7.5K shares3.18%2026-06-302026-07-14

LNC LINCOLN NATL CORP IND COM16.4K shares-18.79%2026-06-302026-07-14

PNW PINNACLE WEST CAP CORP COM5.4K shares0.74%2026-06-302026-07-14

IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF12.8K shares-15.34%2026-06-302026-07-14

PEG PUBLIC SVC ENTERPRISE GROUP COM7.1K shares2.03%2026-06-302026-07-14

CFG CITIZENS FINL GROUP INC COM8.0K shares0.44%2026-06-302026-07-14

Sponsored

MGA MAGNA INTL INC COM8.4K shares1.39%2026-06-302026-07-14

BROADCOM INC COM BROADCOM INC COM1.5K shares-35.35%2026-06-302026-07-14

OUT OUTFRONT MEDIA INC COM NEW16.5K shares-26.62%2026-06-302026-07-14

SMG SCOTTS MIRACLE-GRO CO CL A7.9K shares1.59%2026-06-302026-07-14

R RYDER SYS INC COM2.0K shares-24.70%2026-06-302026-07-14

KMI KINDER MORGAN INC DEL COM16.2K shares-18.01%2026-06-302026-07-14

PFFD GLOBAL X U.S. PREFERRED ETF27.3K shares10.50%2026-06-302026-07-14

DD DUPONT DE NEMOURS INC COMMON STOCK3.7K shares-47.37%2026-06-302026-07-14

Sponsored

EPD ENTERPRISE PRODS PARTNERS L P COM13.5K shares-0.33%2026-06-302026-07-14

WMT WALMART INC COM4.4K shares0.25%2026-06-302026-07-14

APPLIED MATLS INC COM APPLIED MATLS INC COM683 shares0.00%2026-06-302026-07-14

DRI DARDEN RESTAURANTS INC COM2.3K shares3.43%2026-06-302026-07-14

GRMN GARMIN LTD SHS2.0K shares-1.10%2026-06-302026-07-14

STARWOOD PPTY TR INC COM STARWOOD PPTY TR INC COM28.6K shares-14.83%2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC CL C1.1K shares-1.46%2026-06-302026-07-14

HASI HA SUSTAINABLE INFRA CAP INC COM11.9K shares2.63%2026-06-302026-07-14

Sponsored

SCHO SCHWAB SHORT-TERM US TREASURY ETF18.8K shares0.00%2026-06-302026-07-14

GD GENERAL DYNAMICS CORP COM1.3K shares-26.03%2026-06-302026-07-14

EMBD GLOBAL X EMERGING MARKETS BOND ETF18.9K shares6.13%2026-06-302026-07-14

WMB WILLIAMS COS INC COM6.0K shares-26.71%2026-06-302026-07-14

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4.6K shares-0.61%2026-06-302026-07-14

TTE TOTALENERGIES SE ACT5.6K shares-0.02%2026-06-302026-07-14

SMMD ISHARES RUSSELL 2500 ETF4.7K shares1.43%2026-06-302026-07-14

CUZ COUSINS PPTYS INC COM NEW14.2K shares-1.70%2026-06-302026-07-14

Sponsored

SKT TANGER INC COM10.5K shares-1.54%2026-06-302026-07-14

ORACLE CORP COM ORACLE CORP COM2.8K shares-0.32%2026-06-302026-07-14

BNS BANK NOVA SCOTIA B C COM4.7K shares0.39%2026-06-302026-07-14

MO ALTRIA GROUP INC COM5.7K shares0.00%2026-06-302026-07-14

GLD SPDR GOLD SHARES1.1K shares0.00%2026-06-302026-07-14

BBY BEST BUY INC COM5.2K shares41.78%2026-06-302026-07-14

SPG SIMON PPTY GROUP INC NEW COM1.8K sharesnew addition2026-06-302026-07-14

APD AIR PRODUCTS AND CHEMICALS INC COM1.3K shares0.61%2026-06-302026-07-14

Sponsored

VTRS VIATRIS INC COM24.2K shares-22.46%2026-06-302026-07-14

MNRO MONRO INC COM22.4K shares2.69%2026-06-302026-07-14

CONSTELLATION BRANDS INC CL A CONSTELLATION BRANDS INC CL A2.7K shares0.48%2026-06-302026-07-14

LAMR LAMAR ADVERTISING CO CL A2.4K sharesnew addition2026-06-302026-07-14

OAKMARK U.S. LARGE CAP ETF OAKMARK U.S. LARGE CAP ETF13.4K sharesnew addition2026-06-302026-07-14

HTGC HERCULES CAPITAL INC COM23.6K shares-23.76%2026-06-302026-07-14

MKS INC. COM MKS INC. COM832 shares-6.31%2026-06-302026-07-14

NEWT NEWTEKONE INC COM NEW24.6K shares0.00%2026-06-302026-07-14

Sponsored

SWK STANLEY BLACK & DECKER INC COM3.9K shares3.86%2026-06-302026-07-14

VFC V F CORP COM21.4K shares3.98%2026-06-302026-07-14

CISCO SYS INC COM CISCO SYS INC COM3.0K shares0.00%2026-06-302026-07-14

OKE ONEOK INC NEW COM4.1K shares0.00%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC COM686 shares2.54%2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC COM1.1K shares-66.97%2026-06-302026-07-14

SCHD SCHWAB US DIVIDEND EQUITY ETF10.0K shares-20.35%2026-06-302026-07-14

SYY SYSCO CORP COM3.7K shares1.72%2026-06-302026-07-14

Sponsored

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF5.5K shares0.00%2026-06-302026-07-14

RITM RITHM CAPITAL CORP COM NEW33.1K shares-24.73%2026-06-302026-07-14

MELI MERCADOLIBRE INC COM182 shares-8.54%2026-06-302026-07-14

KMB KIMBERLY-CLARK CORP COM2.8K shares-10.37%2026-06-302026-07-14

FOUR-PA SHIFT4 PMTS INC 6 SER A CNV PREF4.9K shares3.37%2026-06-302026-07-14

OKTA OKTA INC CL A2.2K shares43.58%2026-06-302026-07-14

CVS CVS HEALTH CORP COM2.9K shares4.65%2026-06-302026-07-14

MTN VAIL RESORTS INC COM2.2K shares0.66%2026-06-302026-07-14

Sponsored

COMP COMPASS INC CL A23.7K shares3.41%2026-06-302026-07-14

CLX CLOROX CO DEL COM3.0K shares37.68%2026-06-302026-07-14

VLO VALERO ENERGY CORP COM1.1K shares-21.95%2026-06-302026-07-14

GXO LOGISTICS INCORPORATED COMMON STOCK GXO LOGISTICS INCORPORATED COMMON STOCK5.3K shares32.38%2026-06-302026-07-14

IIPR INNOVATIVE INDL PPTYS INC COM4.3K shares-1.52%2026-06-302026-07-14

HAS HASBRO INC COM3.2K shares-26.96%2026-06-302026-07-14

ADI ANALOG DEVICES INC COM660 shares-0.90%2026-06-302026-07-14

RRX REGAL REXNORD CORPORATION COM1.1K shares-1.70%2026-06-302026-07-14

Sponsored

T AT&T INC COM12.5K shares-23.25%2026-06-302026-07-14

SHIFT4 PMTS INC CL A SHIFT4 PMTS INC CL A5.3K shares60.01%2026-06-302026-07-14

ABT ABBOTT LABORATORIES COM2.8K shares-17.23%2026-06-302026-07-14

FCPT FOUR CORNERS PPTY TR INC COM10.3K shares0.29%2026-06-302026-07-14

ENTG ENTEGRIS INC COM1.4K shares-25.90%2026-06-302026-07-14

EXPE EXPEDIA GROUP INC COM NEW979 shares2.19%2026-06-302026-07-14

AMKR AMKOR TECHNOLOGY INC COM2.9K shares-5.97%2026-06-302026-07-14

NVDA NVIDIA CORPORATION COM1.2K shares25.56%2026-06-302026-07-14

Sponsored

HXL HEXCEL CORP NEW COM2.5K shares-1.79%2026-06-302026-07-14

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM593 shares2.60%2026-06-302026-07-14

GMOI GMO INTERNATIONAL VALUE ETF6.5K sharesnew addition2026-06-302026-07-14

TSLA TESLA INC COM575 shares0.00%2026-06-302026-07-14

HQY HEALTHEQUITY INC COM2.7K shares-1.29%2026-06-302026-07-14

CGNX COGNEX CORP COM3.3K shares-5.34%2026-06-302026-07-14

TOST TOAST INC CL A8.5K shares60.64%2026-06-302026-07-14

EMR EMERSON ELEC CO COM1.6K shares1.11%2026-06-302026-07-14

Sponsored

SHYD VANECK SHORT HIGH YIELD MUNI ETF10.0K shares-5.02%2026-06-302026-07-14

VISA INC COM CL A VISA INC COM CL A652 shares1.24%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC COM194 shares-62.55%2026-06-302026-07-14

GNRC GENERAC HLDGS INC COM759 shares2.85%2026-06-302026-07-14

RNR RENAISSANCERE HLDGS LTD COM700 shares-7.89%2026-06-302026-07-14

VITA COCO CO INC COM VITA COCO CO INC COM3.3K shares-10.63%2026-06-302026-07-14

SAM BOSTON BEER INC CL A1.2K shares-17.15%2026-06-302026-07-14

POWI POWER INTEGRATIONS INC COM2.6K shares-3.54%2026-06-302026-07-14

Sponsored

GRC GORMAN RUPP CO COM2.3K shares1.17%2026-06-302026-07-14

LRCX LAM RESEARCH CORP COM NEW491 shares-58.81%2026-06-302026-07-14

TWLO TWILIO INC CL A1.0K shares-4.39%2026-06-302026-07-14

ENB ENBRIDGE INC COM3.9K shares1.04%2026-06-302026-07-14

FLNG FLEX LNG LTD SHS7.5K shares-0.53%2026-06-302026-07-14

FDX FEDEX CORP COM673 shares2.28%2026-06-302026-07-14

TCMD TACTILE SYS TECHNOLOGY INC COM7.1K shares-9.12%2026-06-302026-07-14

BKLN INVESCO SENIOR LOAN ETF10.3K shares-0.70%2026-06-302026-07-14

Sponsored

UTL UNITIL CORP COM3.9K shares-14.44%2026-06-302026-07-14

TGTX TG THERAPEUTICS INC COM3.7K shares-4.62%2026-06-302026-07-14

MLR MILLER INDS INC TENN COM NEW4.0K shares-3.87%2026-06-302026-07-14

TER TERADYNE INC COM422 shares-25.96%2026-06-302026-07-14

AXP AMERICAN EXPRESS CO COM600 shares0.00%2026-06-302026-07-14

COHR COHERENT CORP COM500 shares-38.65%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC COM333 shares-33.00%2026-06-302026-07-14

UTHR UNITED THERAPEUTICS CORP DEL COM356 shares-6.56%2026-06-302026-07-14

Sponsored

CFR CULLEN FROST BANKERS INC COM1.2K shares-5.25%2026-06-302026-07-14

SOLS SOLSTICE ADVANCED MATLS INC COM SHS2.1K shares-9.11%2026-06-302026-07-14

MORN MORNINGSTAR INC COM1.2K sharesnew addition2026-06-302026-07-14

LLY ELI LILLY & CO COM154 shares0.65%2026-06-302026-07-14

AVDE AVANTIS INTERNATIONAL EQUITY ETF2.1K shares-2.83%2026-06-302026-07-14

XRAY DENTSPLY SIRONA INC COM17.2K shares-12.88%2026-06-302026-07-14

PDFS PDF SOLUTIONS INC COM2.5K shares-34.13%2026-06-302026-07-14

DOV DOVER CORP COM787 shares1.29%2026-06-302026-07-14

Sponsored

GFS GLOBALFOUNDRIES INC ORDINARY SHARES2.1K shares-30.08%2026-06-302026-07-14

YOU CLEAR SECURE INC COM CL A3.1K shares12.83%2026-06-302026-07-14

MGNI MAGNITE INC COM9.1K shares-4.77%2026-06-302026-07-14

Q QNITY ELECTRONICS INC COMMON STOCK1.1K shares-66.36%2026-06-302026-07-14

AJG GALLAGHER ARTHUR J & CO COM750 shares-7.18%2026-06-302026-07-14

NBIX NEUROCRINE BIOSCIENCES INC COM997 shares26.68%2026-06-302026-07-14

CIEN CIENA CORP COM NEW337 shares-32.73%2026-06-302026-07-14

FTS FORTIS INC COM2.9K shares2.14%2026-06-302026-07-14

Sponsored

EBC EASTERN BANKSHARES INC COM7.3K shares-2.13%2026-06-302026-07-14

QTWO Q2 HOLDINGS3.4K shares26.11%2026-06-302026-07-14

AEP AMERICAN ELEC PWR CO INC COM1.2K shares0.00%2026-06-302026-07-14

EQR EQUITY RESIDENTIAL SH BEN INT2.4K shares47.01%2026-06-302026-07-14

NXT NEXTPOWER INC CLASS A COM1.3K shares-32.04%2026-06-302026-07-14

FANG DIAMONDBACK ENERGY INC COM895 shares-4.79%2026-06-302026-07-14

EEM ISHARES MSCI EMERGING MARKETS ETF2.3K shares0.00%2026-06-302026-07-14

WAY WAYSTAR HLDG CORP COM7.6K shares51.47%2026-06-302026-07-14

Sponsored

WDAY WORKDAY INC CL A1.3K shares2.68%2026-06-302026-07-14

HRB BLOCK H & R INC COM4.1K shares-2.55%2026-06-302026-07-14

ADP AUTOMATIC DATA PROCESSING INC COM685 shares0.00%2026-06-302026-07-14

BSET BASSETT FURNITURE INDS INC COM8.7K shares2.97%2026-06-302026-07-14

SSNC SS&C TECH HLDGS COM2.4K shares-0.85%2026-06-302026-07-14

TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF3.0K shares2.14%2026-06-302026-07-14

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GE GE AEROSPACE COM NEW349 shares0.00%2026-06-302026-07-14

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GOOG ALPHABET INC CAP STK CL C305 shares0.00%2026-06-302026-07-14

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GEV GE VERNOVA INC COM84 shares0.00%2026-06-302026-07-14

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TTD THE TRADE DESK INC COM CL A5.2K shares-10.88%2026-06-302026-07-14

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VRTX VERTEX PHARMACEUTICALS INC COM187 shares6.86%2026-06-302026-07-14

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CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF2.3K shares5.22%2026-06-302026-07-14

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HDSN HUDSON TECHNOLOGIES INC COM12.4K shares9.18%2026-06-302026-07-14

SLB SLB LIMITED COM STK1.5K shares-31.90%2026-06-302026-07-14

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VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF814 shares-1.45%2026-06-302026-07-14

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WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND1.2K sharesnew addition2026-06-302026-07-14

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IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF590 shares3.51%2026-06-302026-07-14

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OFG OFG BANCORP COM627 shares-17.50%2026-06-302026-07-14

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PYPL PAYPAL HLDGS INC COM556 shares0.00%2026-06-302026-07-14

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HSY HERSHEY CO COM86 shares0.00%2026-06-302026-07-14

RSG REPUBLIC SVCS INC COM70 shares0.00%2026-06-302026-07-14

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF379 shares0.00%2026-06-302026-07-14

USAR USA RARE EARTH INC COM695 shares0.00%2026-06-302026-07-14

SPHQ INVESCO S&P 500 QUALITY ETF166 shares0.00%2026-06-302026-07-14

USB US BANCORP COM NEW246 shares-8.89%2026-06-302026-07-14

SRE SEMPRA COM156 shares0.00%2026-06-302026-07-14

Sponsored

USFR WISDOMTREE FLOATING RATE TREASURY FUND282 shares0.00%2026-06-302026-07-14

UL UNILEVER PLC SPON ADR NEW234 shares0.00%2026-06-302026-07-14

DOLE1 DOLE PLC ORD SHS1.0K shares0.00%2026-06-302026-07-14

PBW INVESCO WILDERHILL CLEAN ENERGY ETF351 shares0.00%2026-06-302026-07-14

NTRA NATERA INC COM50 shares0.00%2026-06-302026-07-14

MEGI NYLI CBRE GBL INFR MEGTRNDS TR COM875 shares0.00%2026-06-302026-07-14

FWRG FIRST WATCH RESTAURANT GROUP I COM1.0K shares-21.74%2026-06-302026-07-14

AVY AVERY DENNISON CORP COM80 shares0.00%2026-06-302026-07-14

Sponsored

EBND STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF620 shares0.00%2026-06-302026-07-14

PECO PHILLIPS EDISON & CO INC COMMON STOCK310 shares-24.39%2026-06-302026-07-14

AVMV AVANTIS U.S. MID CAP VALUE ETF160 shares0.00%2026-06-302026-07-14

NFG NATIONAL FUEL GAS CO COM166 shares0.00%2026-06-302026-07-14

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF280 shares0.00%2026-06-302026-07-14

CF CF INDUSTRIES HOLD COM117 shares0.00%2026-06-302026-07-14

ISHARES 0-5 YEAR TIPS BOND ETF ISHARES 0-5 YEAR TIPS BOND ETF123 sharesnew addition2026-06-302026-07-14

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND124 shares0.00%2026-06-302026-07-14

Sponsored

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF255 shares0.00%2026-06-302026-07-14

ITW ILLINOIS TOOL WKS INC COM46 shares0.00%2026-06-302026-07-14

WTM WHITE MTNS INS GROUP LTD COM6 shares0.00%2026-06-302026-07-14

CMC COMMERCIAL METALS CO COM198 shares0.00%2026-06-302026-07-14

AMPH AMPHASTAR PHARMACEUTICALS INC COM615 shares-14.35%2026-06-302026-07-14

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF296 shares-50.34%2026-06-302026-07-14

MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF167 shares0.00%2026-06-302026-07-14

BAC BANK OF AMER CORP COM215 shares0.00%2026-06-302026-07-14

Sponsored

SUI SUN CMNTYS INC COM102 shares-17.07%2026-06-302026-07-14

INDB INDEPENDENT BK CORP MASS COM143 shares0.00%2026-06-302026-07-14

BTCO INVESCO GALAXY BITCOIN ETF200 shares0.00%2026-06-302026-07-14

ADM ARCHER DANIELS MIDLAND CO COM150 shares0.00%2026-06-302026-07-14

FE FIRSTENERGY CORP COM238 shares0.00%2026-06-302026-07-14

DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF265 shares0.00%2026-06-302026-07-14

B BARRICK MNG CORP COM SHS300 shares0.00%2026-06-302026-07-14

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS24 shares20.00%2026-06-302026-07-14

Sponsored

CNC CENTENE CORP DEL COM170 shares0.00%2026-06-302026-07-14

GSHD GOOSEHEAD INS INC COM CL A219 shares-19.19%2026-06-302026-07-14

AVUV AVANTIS U.S. SMALL CAP VALUE ETF85 shares-19.05%2026-06-302026-07-14

OLED UNIVERSAL DISPLAY CORP COM122 shares-12.23%2026-06-302026-07-14

CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF97 shares0.00%2026-06-302026-07-14

PCOR PROCORE TECHNOLOGIES INC COM256 shares-12.63%2026-06-302026-07-14

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN255 shares0.00%2026-06-302026-07-14

FLTR VANECK IG FLOATING RATE ETF400 shares0.00%2026-06-302026-07-14

Sponsored

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF100 shares0.00%2026-06-302026-07-14

BHB BAR HBR BANKSHARES COM270 shares0.00%2026-06-302026-07-14

VWO VANGUARD FTSE EMERGING MARKETS ETF169 shares-9.63%2026-06-302026-07-14

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF100 shares0.00%2026-06-302026-07-14

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A256 shares0.00%2026-06-302026-07-14

QCOM QUALCOMM INC COM53 shares0.00%2026-06-302026-07-14

ETH GRAYSCALE ETHEREUM STAKING ETF775 shares0.00%2026-06-302026-07-14

TAXM BONDBLOXX IRM TAX-AWARE ETF FOR MASSACHUSETTS RESIDENTS195 shares290.00%2026-06-302026-07-14

Sponsored

WIX WIX COM LTD SHS216 shares-23.13%2026-06-302026-07-14

H HYATT HOTELS CORP COM CL A50 shares0.00%2026-06-302026-07-14

PCEF INVESCO CEF INCOME COMPOSITE ETF474 shares0.00%2026-06-302026-07-14

SCHH SCHWAB U.S. REIT ETF404 shares0.00%2026-06-302026-07-14

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

2.67%

Shares148.9K

Event2026-06-30

Filed2026-07-14

FRDM

FREEDOM 100 EMERGING MARKETS ETF

-3.83%

Shares59.9K

Event2026-06-30

Filed2026-07-14

QEFA

STATE STREET MSCI EAFE STRATEGICFACTORS ETF

0.51%

Shares43.7K

Event2026-06-30

Filed2026-07-14

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

49.38%

Shares72.4K

Event2026-06-30

Filed2026-07-14

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

1.82%

Shares38.0K

Event2026-06-30

Filed2026-07-14

AVES

AVANTIS EMERGING MARKETS VALUE ETF

New

Shares52.3K

Event2026-06-30

Filed2026-07-14

TRI CONTL CORP COM

-2.47%

Shares90.4K

Event2026-06-30

Filed2026-07-14

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

-0.48%

Shares106.1K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO COM

-2.95%

Shares8.6K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC COM

-3.20%

Shares9.1K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-24.91%

Shares5.3K

Event2026-06-30

Filed2026-07-14

SCHP

SCHWAB US TIPS ETF

0.94%

Shares92.1K

Event2026-06-30

Filed2026-07-14

JSI

JANUS HENDERSON SECURITIZED INCOME ETF

0.81%

Shares45.3K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW COM

-6.59%

Shares15.0K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION COM

-5.80%

Shares9.5K

Event2026-06-30

Filed2026-07-14

ABBVIE INC COM

-5.14%

Shares7.1K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

0.71%

Shares16.3K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC COM

-6.35%

Shares6.6K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP COM

6.41%

Shares4.4K

Event2026-06-30

Filed2026-07-14

ANGL

VANECK FALLEN ANGEL HIGH YIELD BOND ETF

0.89%

Shares54.6K

Event2026-06-30

Filed2026-07-14

JHPI

JOHN HANCOCK PREFERRED INCOME ETF

3.79%

Shares67.4K

Event2026-06-30

Filed2026-07-14

TOTL

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

-4.00%

Shares37.5K

Event2026-06-30

Filed2026-07-14

NVS

NOVARTIS AG SPONSORED ADR

0.98%

Shares9.2K

Event2026-06-30

Filed2026-07-14

MPC

MARATHON PETE CORP COM

-0.22%

Shares5.6K

Event2026-06-30

Filed2026-07-14

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-57.92%

Shares1.5K

Event2026-06-30

Filed2026-07-14

EMTL

STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF

1.39%

Shares29.8K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION COM

-5.75%

Shares7.5K

Event2026-06-30

Filed2026-07-14

EPR

EPR PPTYS COM SH BEN INT

-3.64%

Shares21.2K

Event2026-06-30

Filed2026-07-14

ITM

VANECK INTERMEDIATE MUNI ETF

0.00%

Shares26.1K

Event2026-06-30

Filed2026-07-14

JOHNSON CTLS INTL PLC SHS

-0.34%

Shares7.9K

Event2026-06-30

Filed2026-07-14

NTAP

NETAPP INC COM

-0.11%

Shares7.2K

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC SHS

-12.81%

Shares2.4K

Event2026-06-30

Filed2026-07-14

BMY

BRISTOL-MYERS SQUIBB CO COM

1.77%

Shares17.6K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO COM

-7.20%

Shares10.6K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC CAP STK CL A

-0.33%

Shares2.7K

Event2026-06-30

Filed2026-07-14

ASTRAZENECA PLC ORD

0.58%

Shares5.1K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC COM

53.89%

Shares8.1K

Event2026-06-30

Filed2026-07-14

FHI

FEDERATED HERMES INC CL B

-0.30%

Shares17.2K

Event2026-06-30

Filed2026-07-14

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

-15.60%

Shares38.0K

Event2026-06-30

Filed2026-07-14

QUS

STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF

-8.36%

Shares4.8K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-14

TPR

TAPESTRY INC COM

1.30%

Shares6.0K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC COM

-1.74%

Shares36.1K

Event2026-06-30

Filed2026-07-14

DRH

DIAMONDROCK HOSPITALITY CO COM

-1.35%

Shares68.1K

Event2026-06-30

Filed2026-07-14

TYG

TORTOISE ENERGY INFRSTRCTR CP COM

-0.73%

Shares18.7K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC COM

0.42%

Shares3.4K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC COM

2.84%

Shares2.2K

Event2026-06-30

Filed2026-07-14

LEA

LEAR CORP COM NEW

0.79%

Shares5.9K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC COM

-9.21%

Shares18.6K

Event2026-06-30

Filed2026-07-14

TRAVELERS COMPANIES INC COM

1.19%

Shares2.4K

Event2026-06-30

Filed2026-07-14

POWL

POWELL INDS INC COM

52.69%

Shares2.7K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS COM

-11.06%

Shares2.8K

Event2026-06-30

Filed2026-07-14

FLCC

FEDERATED HERMES MDT LARGE CAP CORE ETF

1570.46%

Shares21.7K

Event2026-06-30

Filed2026-07-14

GILD

GILEAD SCIENCES INC COM

-10.43%

Shares6.0K

Event2026-06-30

Filed2026-07-14

MDLZ

MONDELEZ INTL INC CL A

2.28%

Shares12.7K

Event2026-06-30

Filed2026-07-14

RPM

RPM INTL INC COM

1.47%

Shares6.6K

Event2026-06-30

Filed2026-07-14

INVH

INVITATION HOMES INC COM

8.31%

Shares23.8K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC COM

0.23%

Shares5.3K

Event2026-06-30

Filed2026-07-14

TFC

TRUIST FINL CORP COM

0.35%

Shares14.4K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON COM

1.29%

Shares2.8K

Event2026-06-30

Filed2026-07-14

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-28.73%

Shares7.8K

Event2026-06-30

Filed2026-07-14

ADC

AGREE RLTY CORP COM

-1.06%

Shares9.4K

Event2026-06-30

Filed2026-07-14

PANW

PALO ALTO NETWORKS INC COM

-40.41%

Shares2.1K

Event2026-06-30

Filed2026-07-14

RALPH LAUREN CORP CL A

0.64%

Shares1.7K

Event2026-06-30

Filed2026-07-14

ARES CAPITAL CORP COM

-12.48%

Shares37.2K

Event2026-06-30

Filed2026-07-14

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-24.06%

Shares6.6K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC COM

2.24%

Shares2.3K

Event2026-06-30

Filed2026-07-14

TFLR

T. ROWE PRICE FLOATING RATE ETF

2.23%

Shares13.3K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO COM

2.40%

Shares6.7K

Event2026-06-30

Filed2026-07-14

EXXONMOBIL HOLDINGS CORP COM SHS

-13.55%

Shares4.7K

Event2026-06-30

Filed2026-07-14

DOMINION ENERGY INC COM

-0.26%

Shares9.4K

Event2026-06-30

Filed2026-07-14

LNG

CHENIERE ENERGY INC COM NEW

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-14

CAH

CARDINAL HEALTH INC COM

4.19%

Shares2.5K

Event2026-06-30

Filed2026-07-14

PGX

INVESCO PREFERRED ETF

-2.11%

Shares54.3K

Event2026-06-30

Filed2026-07-14

MEDTRONIC PLC SHS

3.18%

Shares7.5K

Event2026-06-30

Filed2026-07-14

LNC

LINCOLN NATL CORP IND COM

-18.79%

Shares16.4K

Event2026-06-30

Filed2026-07-14

PNW

PINNACLE WEST CAP CORP COM

0.74%

Shares5.4K

Event2026-06-30

Filed2026-07-14

IGEB

ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF

-15.34%

Shares12.8K

Event2026-06-30

Filed2026-07-14

PEG

PUBLIC SVC ENTERPRISE GROUP COM

2.03%

Shares7.1K

Event2026-06-30

Filed2026-07-14

CFG

CITIZENS FINL GROUP INC COM

0.44%

Shares8.0K

Event2026-06-30

Filed2026-07-14

MGA

MAGNA INTL INC COM

1.39%

Shares8.4K

Event2026-06-30

Filed2026-07-14

BROADCOM INC COM

-35.35%

Shares1.5K

Event2026-06-30

Filed2026-07-14

OUT

OUTFRONT MEDIA INC COM NEW

-26.62%

Shares16.5K

Event2026-06-30

Filed2026-07-14

SMG

SCOTTS MIRACLE-GRO CO CL A

1.59%

Shares7.9K

Event2026-06-30

Filed2026-07-14

RYDER SYS INC COM

-24.70%

Shares2.0K

Event2026-06-30

Filed2026-07-14

KMI

KINDER MORGAN INC DEL COM

-18.01%

Shares16.2K

Event2026-06-30

Filed2026-07-14

PFFD

GLOBAL X U.S. PREFERRED ETF

10.50%

Shares27.3K

Event2026-06-30

Filed2026-07-14

DUPONT DE NEMOURS INC COMMON STOCK

-47.37%

Shares3.7K

Event2026-06-30

Filed2026-07-14

EPD

ENTERPRISE PRODS PARTNERS L P COM

-0.33%

Shares13.5K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC COM

0.25%

Shares4.4K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC COM

0.00%

Shares683

Event2026-06-30

Filed2026-07-14

DRI

DARDEN RESTAURANTS INC COM

3.43%

Shares2.3K

Event2026-06-30

Filed2026-07-14

GRMN

GARMIN LTD SHS

-1.10%

Shares2.0K

Event2026-06-30

Filed2026-07-14

STARWOOD PPTY TR INC COM

-14.83%

Shares28.6K

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC CL C

-1.46%

Shares1.1K

Event2026-06-30

Filed2026-07-14

HASI

HA SUSTAINABLE INFRA CAP INC COM

2.63%

Shares11.9K

Event2026-06-30

Filed2026-07-14

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

0.00%

Shares18.8K

Event2026-06-30

Filed2026-07-14

GENERAL DYNAMICS CORP COM

-26.03%

Shares1.3K

Event2026-06-30

Filed2026-07-14

EMBD

GLOBAL X EMERGING MARKETS BOND ETF

6.13%

Shares18.9K

Event2026-06-30

Filed2026-07-14

WMB

WILLIAMS COS INC COM

-26.71%

Shares6.0K

Event2026-06-30

Filed2026-07-14

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

-0.61%

Shares4.6K

Event2026-06-30

Filed2026-07-14

TTE

TOTALENERGIES SE ACT

-0.02%

Shares5.6K

Event2026-06-30

Filed2026-07-14

SMMD

ISHARES RUSSELL 2500 ETF

1.43%

Shares4.7K

Event2026-06-30

Filed2026-07-14

CUZ

COUSINS PPTYS INC COM NEW

-1.70%

Shares14.2K

Event2026-06-30

Filed2026-07-14

SKT

TANGER INC COM

-1.54%

Shares10.5K

Event2026-06-30

Filed2026-07-14

ORACLE CORP COM

-0.32%

Shares2.8K

Event2026-06-30

Filed2026-07-14

BNS

BANK NOVA SCOTIA B C COM

0.39%

Shares4.7K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC COM

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD SHARES

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

BBY

BEST BUY INC COM

41.78%

Shares5.2K

Event2026-06-30

Filed2026-07-14

SPG

SIMON PPTY GROUP INC NEW COM

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

APD

AIR PRODUCTS AND CHEMICALS INC COM

0.61%

Shares1.3K

Event2026-06-30

Filed2026-07-14

VTRS

VIATRIS INC COM

-22.46%

Shares24.2K

Event2026-06-30

Filed2026-07-14

MNRO

MONRO INC COM

2.69%

Shares22.4K

Event2026-06-30

Filed2026-07-14

CONSTELLATION BRANDS INC CL A

0.48%

Shares2.7K

Event2026-06-30

Filed2026-07-14

LAMR

LAMAR ADVERTISING CO CL A

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

OAKMARK U.S. LARGE CAP ETF

New

Shares13.4K

Event2026-06-30

Filed2026-07-14

HTGC

HERCULES CAPITAL INC COM

-23.76%

Shares23.6K

Event2026-06-30

Filed2026-07-14

MKS INC. COM

-6.31%

Shares832

Event2026-06-30

Filed2026-07-14

NEWT

NEWTEKONE INC COM NEW

0.00%

Shares24.6K

Event2026-06-30

Filed2026-07-14

SWK

STANLEY BLACK & DECKER INC COM

3.86%

Shares3.9K

Event2026-06-30

Filed2026-07-14

VFC

V F CORP COM

3.98%

Shares21.4K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

OKE

ONEOK INC NEW COM

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC COM

2.54%

Shares686

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC COM

-66.97%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-20.35%

Shares10.0K

Event2026-06-30

Filed2026-07-14

SYY

SYSCO CORP COM

1.72%

Shares3.7K

Event2026-06-30

Filed2026-07-14

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

RITM

RITHM CAPITAL CORP COM NEW

-24.73%

Shares33.1K

Event2026-06-30

Filed2026-07-14

MELI

MERCADOLIBRE INC COM

-8.54%

Shares182

Event2026-06-30

Filed2026-07-14

KMB

KIMBERLY-CLARK CORP COM

-10.37%

Shares2.8K

Event2026-06-30

Filed2026-07-14

FOUR-PA

SHIFT4 PMTS INC 6 SER A CNV PREF

3.37%

Shares4.9K

Event2026-06-30

Filed2026-07-14

OKTA

OKTA INC CL A

43.58%

Shares2.2K

Event2026-06-30

Filed2026-07-14

CVS

CVS HEALTH CORP COM

4.65%

Shares2.9K

Event2026-06-30

Filed2026-07-14

MTN

VAIL RESORTS INC COM

0.66%

Shares2.2K

Event2026-06-30

Filed2026-07-14

COMP

COMPASS INC CL A

3.41%

Shares23.7K

Event2026-06-30

Filed2026-07-14

CLX

CLOROX CO DEL COM

37.68%

Shares3.0K

Event2026-06-30

Filed2026-07-14

VLO

VALERO ENERGY CORP COM

-21.95%

Shares1.1K

Event2026-06-30

Filed2026-07-14

GXO LOGISTICS INCORPORATED COMMON STOCK

32.38%

Shares5.3K

Event2026-06-30

Filed2026-07-14

IIPR

INNOVATIVE INDL PPTYS INC COM

-1.52%

Shares4.3K

Event2026-06-30

Filed2026-07-14

HAS

HASBRO INC COM

-26.96%

Shares3.2K

Event2026-06-30

Filed2026-07-14

ADI

ANALOG DEVICES INC COM

-0.90%

Shares660

Event2026-06-30

Filed2026-07-14

RRX

REGAL REXNORD CORPORATION COM

-1.70%

Shares1.1K

Event2026-06-30

Filed2026-07-14

AT&T INC COM

-23.25%

Shares12.5K

Event2026-06-30

Filed2026-07-14

SHIFT4 PMTS INC CL A

60.01%

Shares5.3K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES COM

-17.23%

Shares2.8K

Event2026-06-30

Filed2026-07-14

FCPT

FOUR CORNERS PPTY TR INC COM

0.29%

Shares10.3K

Event2026-06-30

Filed2026-07-14

ENTG

ENTEGRIS INC COM

-25.90%

Shares1.4K

Event2026-06-30

Filed2026-07-14

EXPE

EXPEDIA GROUP INC COM NEW

2.19%

Shares979

Event2026-06-30

Filed2026-07-14

AMKR

AMKOR TECHNOLOGY INC COM

-5.97%

Shares2.9K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION COM

25.56%

Shares1.2K

Event2026-06-30

Filed2026-07-14

HXL

HEXCEL CORP NEW COM

-1.79%

Shares2.5K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC COM

2.60%

Shares593

Event2026-06-30

Filed2026-07-14

GMOI

GMO INTERNATIONAL VALUE ETF

New

Shares6.5K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC COM

0.00%

Shares575

Event2026-06-30

Filed2026-07-14

HQY

HEALTHEQUITY INC COM

-1.29%

Shares2.7K

Event2026-06-30

Filed2026-07-14

CGNX

COGNEX CORP COM

-5.34%

Shares3.3K

Event2026-06-30

Filed2026-07-14

TOST

TOAST INC CL A

60.64%

Shares8.5K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO COM

1.11%

Shares1.6K

Event2026-06-30

Filed2026-07-14

SHYD

VANECK SHORT HIGH YIELD MUNI ETF

-5.02%

Shares10.0K

Event2026-06-30

Filed2026-07-14

VISA INC COM CL A

1.24%

Shares652

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC COM

-62.55%

Shares194

Event2026-06-30

Filed2026-07-14

GNRC

GENERAC HLDGS INC COM

2.85%

Shares759

Event2026-06-30

Filed2026-07-14

RNR

RENAISSANCERE HLDGS LTD COM

-7.89%

Shares700

Event2026-06-30

Filed2026-07-14

VITA COCO CO INC COM

-10.63%

Shares3.3K

Event2026-06-30

Filed2026-07-14

SAM

BOSTON BEER INC CL A

-17.15%

Shares1.2K

Event2026-06-30

Filed2026-07-14

POWI

POWER INTEGRATIONS INC COM

-3.54%

Shares2.6K

Event2026-06-30

Filed2026-07-14

GRC

GORMAN RUPP CO COM

1.17%

Shares2.3K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP COM NEW

-58.81%

Shares491

Event2026-06-30

Filed2026-07-14

TWLO

TWILIO INC CL A

-4.39%

Shares1.0K

Event2026-06-30

Filed2026-07-14

ENB

ENBRIDGE INC COM

1.04%

Shares3.9K

Event2026-06-30

Filed2026-07-14

FLNG

FLEX LNG LTD SHS

-0.53%

Shares7.5K

Event2026-06-30

Filed2026-07-14

FDX

FEDEX CORP COM

2.28%

Shares673

Event2026-06-30

Filed2026-07-14

TCMD

TACTILE SYS TECHNOLOGY INC COM

-9.12%

Shares7.1K

Event2026-06-30

Filed2026-07-14

BKLN

INVESCO SENIOR LOAN ETF

-0.70%

Shares10.3K

Event2026-06-30

Filed2026-07-14

UTL

UNITIL CORP COM

-14.44%

Shares3.9K

Event2026-06-30

Filed2026-07-14

TGTX

TG THERAPEUTICS INC COM

-4.62%

Shares3.7K

Event2026-06-30

Filed2026-07-14

MLR

MILLER INDS INC TENN COM NEW

-3.87%

Shares4.0K

Event2026-06-30

Filed2026-07-14

TER

TERADYNE INC COM

-25.96%

Shares422

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO COM

0.00%

Shares600

Event2026-06-30

Filed2026-07-14

COHR

COHERENT CORP COM

-38.65%

Shares500

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC COM

-33.00%

Shares333

Event2026-06-30

Filed2026-07-14

UTHR

UNITED THERAPEUTICS CORP DEL COM

-6.56%

Shares356

Event2026-06-30

Filed2026-07-14

CFR

CULLEN FROST BANKERS INC COM

-5.25%

Shares1.2K

Event2026-06-30

Filed2026-07-14

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

-9.11%

Shares2.1K

Event2026-06-30

Filed2026-07-14

MORN

MORNINGSTAR INC COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO COM

0.65%

Shares154

Event2026-06-30

Filed2026-07-14

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

-2.83%

Shares2.1K

Event2026-06-30

Filed2026-07-14

XRAY

DENTSPLY SIRONA INC COM

-12.88%

Shares17.2K

Event2026-06-30

Filed2026-07-14

PDFS

PDF SOLUTIONS INC COM

-34.13%

Shares2.5K

Event2026-06-30

Filed2026-07-14

DOV

DOVER CORP COM

1.29%

Shares787

Event2026-06-30

Filed2026-07-14

GFS

GLOBALFOUNDRIES INC ORDINARY SHARES

-30.08%

Shares2.1K

Event2026-06-30

Filed2026-07-14

YOU

CLEAR SECURE INC COM CL A

12.83%

Shares3.1K

Event2026-06-30

Filed2026-07-14

MGNI

MAGNITE INC COM

-4.77%

Shares9.1K

Event2026-06-30

Filed2026-07-14

QNITY ELECTRONICS INC COMMON STOCK

-66.36%

Shares1.1K

Event2026-06-30

Filed2026-07-14

AJG

GALLAGHER ARTHUR J & CO COM

-7.18%

Shares750

Event2026-06-30

Filed2026-07-14

NBIX

NEUROCRINE BIOSCIENCES INC COM

26.68%

Shares997

Event2026-06-30

Filed2026-07-14

CIEN

CIENA CORP COM NEW

-32.73%

Shares337

Event2026-06-30

Filed2026-07-14

FTS

FORTIS INC COM

2.14%

Shares2.9K

Event2026-06-30

Filed2026-07-14

EBC

EASTERN BANKSHARES INC COM

-2.13%

Shares7.3K

Event2026-06-30

Filed2026-07-14

QTWO

Q2 HOLDINGS

26.11%

Shares3.4K

Event2026-06-30

Filed2026-07-14

AEP

AMERICAN ELEC PWR CO INC COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

EQR

EQUITY RESIDENTIAL SH BEN INT

47.01%

Shares2.4K

Event2026-06-30

Filed2026-07-14

NXT

NEXTPOWER INC CLASS A COM

-32.04%

Shares1.3K

Event2026-06-30

Filed2026-07-14

FANG

DIAMONDBACK ENERGY INC COM

-4.79%

Shares895

Event2026-06-30

Filed2026-07-14

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

WAY

WAYSTAR HLDG CORP COM

51.47%

Shares7.6K

Event2026-06-30

Filed2026-07-14

WDAY

WORKDAY INC CL A

2.68%

Shares1.3K

Event2026-06-30

Filed2026-07-14

HRB

BLOCK H & R INC COM

-2.55%

Shares4.1K

Event2026-06-30

Filed2026-07-14

ADP

AUTOMATIC DATA PROCESSING INC COM

0.00%

Shares685

Event2026-06-30

Filed2026-07-14

BSET

BASSETT FURNITURE INDS INC COM

2.97%

Shares8.7K

Event2026-06-30

Filed2026-07-14

SSNC

SS&C TECH HLDGS COM

-0.85%

Shares2.4K

Event2026-06-30

Filed2026-07-14

TBUX

T. ROWE PRICE ULTRA SHORT-TERM BOND ETF

2.14%

Shares3.0K

Event2026-06-30

Filed2026-07-14

KDP

KEURIG DR PEPPER INC COM

-0.15%

Shares4.6K

Event2026-06-30

Filed2026-07-14

RBRK

RUBRIK INC. CL A

-3.80%

Shares1.8K

Event2026-06-30

Filed2026-07-14

LEN

LENNAR CORP CL A

9.94%

Shares1.6K

Event2026-06-30

Filed2026-07-14

PSMT

PRICESMART INC COM

-7.18%

Shares737

Event2026-06-30

Filed2026-07-14

ROK

ROCKWELL AUTOMATION INC COM

0.00%

Shares287

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP COM NEW

917.78%

Shares458

Event2026-06-30

Filed2026-07-14

ETR

ENTERGY CORP NEW COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

TRMB

TRIMBLE INC COM

New

Shares2.7K

Event2026-06-30

Filed2026-07-14

JKHY

HENRY JACK & ASSOC INC COM

New

Shares990

Event2026-06-30

Filed2026-07-14

BANK OF NY MELLON CORP COM

-3.51%

Shares934

Event2026-06-30

Filed2026-07-14

UMBF

UMB FINL CORP COM

-4.66%

Shares941

Event2026-06-30

Filed2026-07-14

VMC

VULCAN MATLS CO COM

New

Shares455

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC COM

0.76%

Shares1.9K

Event2026-06-30

Filed2026-07-14

TOWN

TOWNEBANK PORTSMOUTH VA COM

-2.27%

Shares3.7K

Event2026-06-30

Filed2026-07-14

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

6.25%

Shares1.7K

Event2026-06-30

Filed2026-07-14

MICROCHIP TECHNOLOGY INC. COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE COM NEW

0.00%

Shares349

Event2026-06-30

Filed2026-07-14

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-43.63%

Shares1.6K

Event2026-06-30

Filed2026-07-14

VEEV

VEEVA SYS INC CL A COM

New

Shares733

Event2026-06-30

Filed2026-07-14

ALGM

ALLEGRO MICROSYSTEMS INC COM

-46.15%

Shares1.8K

Event2026-06-30

Filed2026-07-14

EBAY

EBAY INC. COM

1.77%

Shares1.1K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP COM

0.00%

Shares237

Event2026-06-30

Filed2026-07-14

CANADIAN PACIFIC KANSAS CITY COM

1.32%

Shares1.4K

Event2026-06-30

Filed2026-07-14

FAST

FASTENAL CO COM

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO COM

0.00%

Shares811

Event2026-06-30

Filed2026-07-14

AZZ

AZZ INC COM

-10.44%

Shares746

Event2026-06-30

Filed2026-07-14

GPK

GRAPHIC PACKAGING HLDG CO COM

-10.86%

Shares10.7K

Event2026-06-30

Filed2026-07-14

KROGER CO COM

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

BNY MELLON MUNICIPAL INTERMEDIATE ETF

New

Shares4.1K

Event2026-06-30

Filed2026-07-14

TARS

TARSUS PHARMACEUTICALS INC COM

-3.53%

Shares1.7K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC COM

0.00%

Shares842

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC CAP STK CL C

0.00%

Shares305

Event2026-06-30

Filed2026-07-14

SCHI

SCHWAB 5-10 YEAR CORPORATE BOND ETF

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-14

CELH

CELSIUS HLDGS INC COM NEW

42.68%

Shares3.6K

Event2026-06-30

Filed2026-07-14

SERVICENOW INC COM

111.35%

Shares1.1K

Event2026-06-30

Filed2026-07-14

SCYB

SCHWAB HIGH YIELD BOND ETF

-4.82%

Shares4.0K

Event2026-06-30

Filed2026-07-14

ARE

ALEXANDRIA REAL ESTATE EQ INC COM

New

Shares1.9K

Event2026-06-30

Filed2026-07-14

IDA

IDACORP INC COM

-5.57%

Shares661

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP COM

-66.78%

Shares707

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC COM

0.00%

Shares84

Event2026-06-30

Filed2026-07-14

CMG

CHIPOTLE MEXICAN GRILL INC COM

5.22%

Shares2.9K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-1.08%

Shares821

Event2026-06-30

Filed2026-07-14

MTB

M & T BK CORP COM

0.00%

Shares400

Event2026-06-30

Filed2026-07-14

HIG

HARTFORD INSURANCE GROUP INC COM

0.00%

Shares717

Event2026-06-30

Filed2026-07-14

CRUS

CIRRUS LOGIC INC COM

-4.35%

Shares638

Event2026-06-30

Filed2026-07-14

TTD

THE TRADE DESK INC COM CL A

-10.88%

Shares5.2K

Event2026-06-30

Filed2026-07-14

TFI

STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

VRTX

VERTEX PHARMACEUTICALS INC COM

6.86%

Shares187

Event2026-06-30

Filed2026-07-14

WMG

WARNER MUSIC GROUP CORP COM CL A

5.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

AMERIPRISE FINL INC COM

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

MANH

MANHATTAN ASSOCIATES INC COM

New

Shares654

Event2026-06-30

Filed2026-07-14

DKS

DICKS SPORTING GOODS INC COM

-10.61%

Shares396

Event2026-06-30

Filed2026-07-14

ITIC

INVESTORS TITLE CO NC COM

-4.44%

Shares323

Event2026-06-30

Filed2026-07-14

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

167.86%

Shares2.3K

Event2026-06-30

Filed2026-07-14

IWR

ISHARES RUSSELL MIDCAP ETF

New

Shares762

Event2026-06-30

Filed2026-07-14

CSRE

COHEN & STEERS REAL ESTATE ACTIVE ETF

-2.56%

Shares2.9K

Event2026-06-30

Filed2026-07-14

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

5.22%

Shares2.3K

Event2026-06-30

Filed2026-07-14

FRESHPET, INC

1.43%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SNDK

SANDISK CORP COM

0.00%

Shares35

Event2026-06-30

Filed2026-07-14

STT

STATE STR CORP COM

0.00%

Shares469

Event2026-06-30

Filed2026-07-14

VVV

VALVOLINE INC COM

2.08%

Shares2.0K

Event2026-06-30

Filed2026-07-14

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

-9.49%

Shares2.6K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC COM

0.00%

Shares217

Event2026-06-30

Filed2026-07-14

MRGR

PROSHARES MERGER ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

TOL

TOLL BROTHERS INC COM

-14.66%

Shares454

Event2026-06-30

Filed2026-07-14

GUIDEWIRE SOFTWARE INC COM

2.58%

Shares596

Event2026-06-30

Filed2026-07-14

EQIX

EQUINIX INC COM

0.00%

Shares70

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD S&P 500 ETF

-46.97%

Shares105

Event2026-06-30

Filed2026-07-14

HDSN

HUDSON TECHNOLOGIES INC COM

9.18%

Shares12.4K

Event2026-06-30

Filed2026-07-14

SLB

SLB LIMITED COM STK

-31.90%

Shares1.5K

Event2026-06-30

Filed2026-07-14

IDCC

INTERDIGITAL INC COM

0.00%

Shares249

Event2026-06-30

Filed2026-07-14

CPRT

COPART INC COM

-3.03%

Shares2.5K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC COM

0.00%

Shares66

Event2026-06-30

Filed2026-07-14

CNI

CANADIAN NATL RY CO COM

0.00%

Shares588

Event2026-06-30

Filed2026-07-14

BJRI

BJS RESTAURANTS INC COM

-15.79%

Shares1.2K

Event2026-06-30

Filed2026-07-14

HST

HOST HOTELS & RESORTS INC COM

-4.69%

Shares2.9K

Event2026-06-30

Filed2026-07-14

JMUB

JPMORGAN MUNICIPAL ETF

0.22%

Shares1.4K

Event2026-06-30

Filed2026-07-14

NETFLIX INC. COM

0.00%

Shares967

Event2026-06-30

Filed2026-07-14

SBUX

STARBUCKS CORP COM

0.00%

Shares675

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC CL A

0.00%

Shares90

Event2026-06-30

Filed2026-07-14

SYF

SYNCHRONY FINANCIAL COM

-3.79%

Shares888

Event2026-06-30

Filed2026-07-14

CNK

CINEMARK HLDGS INC COM

-17.89%

Shares2.1K

Event2026-06-30

Filed2026-07-14

WDC

WESTERN DIGITAL CORP COM

0.00%

Shares105

Event2026-06-30

Filed2026-07-14

STATE STREET SPDR S&P 500 ETF

-8.33%

Shares88

Event2026-06-30

Filed2026-07-14

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

-22.96%

Shares1.6K

Event2026-06-30

Filed2026-07-14

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-1.45%

Shares814

Event2026-06-30

Filed2026-07-14

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares148

Event2026-06-30

Filed2026-07-14

WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

New

Shares1.2K

Event2026-06-30

Filed2026-07-14

FTI

TECHNIPFMC PLC COM

-20.99%

Shares945

Event2026-06-30

Filed2026-07-14

FIS

FIDELITY NATL INFORMATION SVCS COM

-54.17%

Shares1.6K

Event2026-06-30

Filed2026-07-14

COCA COLA CO COM

0.00%

Shares751

Event2026-06-30

Filed2026-07-14

TDIV

FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND

0.00%

Shares526

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC CL A

-2.73%

Shares107

Event2026-06-30

Filed2026-07-14

AMT

AMERICAN TOWER CORP COM

1.10%

Shares367

Event2026-06-30

Filed2026-07-14

ANTERO RESOURCES CORP COM

-14.31%

Shares1.7K

Event2026-06-30

Filed2026-07-14

ESS

ESSEX PPTY TR INC COM

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

BOOT

BOOT BARN HLDGS INC COM

-11.08%

Shares353

Event2026-06-30

Filed2026-07-14

GPN

GLOBAL PMTS INC COM

0.00%

Shares777

Event2026-06-30

Filed2026-07-14

OGS

ONE GAS INC COM

-13.67%

Shares726

Event2026-06-30

Filed2026-07-14

BLFS

BIOLIFE SOLUTIONS INC COM NEW

-12.97%

Shares2.0K

Event2026-06-30

Filed2026-07-14

MTX

MINERALS TECHNOLOGIES INC COM

-16.50%

Shares734

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TRUST

0.00%

Shares708

Event2026-06-30

Filed2026-07-14

TEVA

TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES CORE S&P SMALL CAP ETF

360.26%

Shares359

Event2026-06-30

Filed2026-07-14

TC ENERGY CORP COM

0.00%

Shares800

Event2026-06-30

Filed2026-07-14

YUM

YUM BRANDS INC COM

0.00%

Shares330

Event2026-06-30

Filed2026-07-14

FLUOR CORP COM

-16.42%

Shares972

Event2026-06-30

Filed2026-07-14

PERMIAN RESOURCES CORP CLASS A COM

-19.89%

Shares2.7K

Event2026-06-30

Filed2026-07-14

BNY MELLON MUNICIPAL SHORT DURATION ETF

New

Shares2.0K

Event2026-06-30

Filed2026-07-14

ABCB

AMERIS BANCORP COM

-18.05%

Shares545

Event2026-06-30

Filed2026-07-14

AIVL

WISDOMTREE U.S. AI ENHANCED VALUE FUND

0.00%

Shares375

Event2026-06-30

Filed2026-07-14

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

VNO

VORNADO RLTY TR SH BEN INT

2.15%

Shares1.2K

Event2026-06-30

Filed2026-07-14

FLXS

FLEXSTEEL INDS INC COM

-14.56%

Shares616

Event2026-06-30

Filed2026-07-14

LANTHEUS HLDGS INC COM

-18.11%

Shares407

Event2026-06-30

Filed2026-07-14

BMO

BANK MONTREAL MEDIUM COM

0.00%

Shares254

Event2026-06-30

Filed2026-07-14

FDVV

FIDELITY HIGH DIVIDEND ETF

New

Shares672

Event2026-06-30

Filed2026-07-14

REALTY INCOME CORP COM

0.00%

Shares720

Event2026-06-30

Filed2026-07-14

BXP

BXP INC COM

-40.45%

Shares664

Event2026-06-30

Filed2026-07-14

JHX

JAMES HARDIE INDS PLC ORD SHS

-14.78%

Shares1.7K

Event2026-06-30

Filed2026-07-14

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares274

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW COM NEW

0.00%

Shares338

Event2026-06-30

Filed2026-07-14

SCL

STEPAN CO COM

38.63%

Shares768

Event2026-06-30

Filed2026-07-14

DHR

DANAHER CORP DEL COM

0.00%

Shares216

Event2026-06-30

Filed2026-07-14

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares377

Event2026-06-30

Filed2026-07-14

AXOS FINANCIAL INC COM

-17.58%

Shares422

Event2026-06-30

Filed2026-07-14

UNM

UNUM GROUP COM

-19.61%

Shares459

Event2026-06-30

Filed2026-07-14

SIHY

HARBOR ARES SYSTEMATIC HIGH YIELD ETF

8.99%

Shares897

Event2026-06-30

Filed2026-07-14

THG

HANOVER INS GROUP INC COM

-20.25%

Shares189

Event2026-06-30

Filed2026-07-14

SHO

SUNSTONE HOTEL INVS INC NEW COM

-14.16%

Shares3.5K

Event2026-06-30

Filed2026-07-14

CARNIVAL CORP LTD COMMON SHARES

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VANGUARD TOTAL STOCK MARKET ETF

0.00%

Shares107

Event2026-06-30

Filed2026-07-14

EEFT

EURONET WORLDWIDE INC COM

-10.52%

Shares519

Event2026-06-30

Filed2026-07-14

COLGATE PALMOLIVE CO COM

-59.35%

Shares411

Event2026-06-30

Filed2026-07-14

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

New

Shares707

Event2026-06-30

Filed2026-07-14

ALNYLAM PHARMACEUTICALS INC COM

New

Shares122

Event2026-06-30

Filed2026-07-14

HYD

VANECK HIGH YIELD MUNI ETF

0.00%

Shares702

Event2026-06-30

Filed2026-07-14

BROS

DUTCH BROS INC CL A

-14.31%

Shares503

Event2026-06-30

Filed2026-07-14

EMBJ

EMBRAER S.A. SPONSORED ADS

-18.10%

Shares561

Event2026-06-30

Filed2026-07-14

CITIGROUP INC COM NEW

0.39%

Shares255

Event2026-06-30

Filed2026-07-14

ONEY

STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF

New

Shares275

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares111

Event2026-06-30

Filed2026-07-14

BSCS

INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

30.77%

Shares1.7K

Event2026-06-30

Filed2026-07-14

INVX

INNOVEX INTERNATIONAL INC COM

-23.74%

Shares1.4K

Event2026-06-30

Filed2026-07-14

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

0.00%

Shares415

Event2026-06-30

Filed2026-07-14

NMT

NUVEEN MASS QUALITY MUN INC COM

-38.81%

Shares2.6K

Event2026-06-30

Filed2026-07-14

ALCOA CORP COM

0.00%

Shares645

Event2026-06-30

Filed2026-07-14

COLB

COLUMBIA BKG SYS INC COM

-7.41%

Shares1.0K

Event2026-06-30

Filed2026-07-14

SMOT

VANECK MORNINGSTAR SMID MOAT ETF

-28.69%

Shares845

Event2026-06-30

Filed2026-07-14

IRMD

IRADIMED CORP COM

-16.67%

Shares335

Event2026-06-30

Filed2026-07-14

PROGYNY INC COM

-22.81%

Shares1.1K

Event2026-06-30

Filed2026-07-14

CBT

CABOT CORP COM

0.00%

Shares351

Event2026-06-30

Filed2026-07-14

ISHARES CORE TOTAL USD BOND MARKET ETF

New

Shares688

Event2026-06-30

Filed2026-07-14

VNQ

VANGUARD REAL ESTATE ETF

0.00%

Shares326

Event2026-06-30

Filed2026-07-14

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

3.51%

Shares590

Event2026-06-30

Filed2026-07-14

BAB

INVESCO TAXABLE MUNICIPAL BOND ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

OFG

OFG BANCORP COM

-17.50%

Shares627

Event2026-06-30

Filed2026-07-14

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

0.00%

Shares560

Event2026-06-30

Filed2026-07-14

ALERIAN MLP ETF

0.00%

Shares581

Event2026-06-30

Filed2026-07-14

CARR

CARRIER GLOBAL CORPORATION COM

0.00%

Shares407

Event2026-06-30

Filed2026-07-14

AMCOR PLC COM NEW

-18.03%

Shares682

Event2026-06-30

Filed2026-07-14

HTH

HILLTOP HLDGS INC COM

-15.57%

Shares759

Event2026-06-30

Filed2026-07-14

ALGT

ALLEGIANT TRAVEL CO COM

-18.30%

Shares250

Event2026-06-30

Filed2026-07-14

JNK

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF

0.00%

Shares305

Event2026-06-30

Filed2026-07-14

HBB

HAMILTON BEACH BRANDS HLDG CO COM CL A

-12.72%

Shares1.3K

Event2026-06-30

Filed2026-07-14

INSULET CORP COM

-11.74%

Shares188

Event2026-06-30

Filed2026-07-14

VOOV

VANGUARD S&P 500 VALUE ETF

0.00%

Shares130

Event2026-06-30

Filed2026-07-14

TEX

TEREX CORP NEW COM

-17.95%

Shares384

Event2026-06-30

Filed2026-07-14

GIBRALTAR INDS INC COM

New

Shares612

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC SHS

0.00%

Shares52

Event2026-06-30

Filed2026-07-14

GWW

WW GRAINGER INC COM

0.00%

Shares20

Event2026-06-30

Filed2026-07-14

FLRN

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

0.00%

Shares854

Event2026-06-30

Filed2026-07-14

TRANE TECHNOLOGIES PLC SHS

15.22%

Shares53

Event2026-06-30

Filed2026-07-14

TXXI

BONDBLOXX IRM TAX-AWARE INTERMEDIATE DURATION ETF

346.90%

Shares505

Event2026-06-30

Filed2026-07-14

MKC

MCCORMICK & CO INC COM NON VTG

0.00%

Shares500

Event2026-06-30

Filed2026-07-14

JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF

New

Shares559

Event2026-06-30

Filed2026-07-14

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

-69.98%

Shares489

Event2026-06-30

Filed2026-07-14

MET

METLIFE INC COM

0.00%

Shares292

Event2026-06-30

Filed2026-07-14

BSCR

INVESCO BULLETSHARES 2027 CORPORATE BOND ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

GME

GAMESTOP CORP CL A

77.42%

Shares1.1K

Event2026-06-30

Filed2026-07-14

PYPL

PAYPAL HLDGS INC COM

0.00%

Shares556

Event2026-06-30

Filed2026-07-14

OMCL

OMNICELL COM COM

-18.00%

Shares574

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD DIVIDEND APPRECIATION ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

TGT

TARGET CORP COM

0.00%

Shares180

Event2026-06-30

Filed2026-07-14

ALB

ALBEMARLE CORP COM

-16.35%

Shares174

Event2026-06-30

Filed2026-07-14

IYM

ISHARES U.S. BASIC MATERIALS ETF

0.00%

Shares130

Event2026-06-30

Filed2026-07-14

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.00%

Shares147

Event2026-06-30

Filed2026-07-14

HON

HONEYWELL INTL INC COM

-50.24%

Shares102

Event2026-06-30

Filed2026-07-14

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

5.35%

Shares394

Event2026-06-30

Filed2026-07-14

NTGR

NETGEAR INC COM

-19.90%

Shares966

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC COM

New

Shares102

Event2026-06-30

Filed2026-07-14

SYNA

SYNAPTICS INC COM

-16.82%

Shares178

Event2026-06-30

Filed2026-07-14

NSA

NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN

-7.45%

Shares497

Event2026-06-30

Filed2026-07-14

NTLA

INTELLIA THERAPEUTICS INC COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SPIP

STATE STREET SPDR PORTFOLIO TIPS ETF

0.00%

Shares850

Event2026-06-30

Filed2026-07-14

TAXX

BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF

669.09%

Shares423

Event2026-06-30

Filed2026-07-14

UAL

UNITED AIRLS HLDGS INC COM

0.00%

Shares157

Event2026-06-30

Filed2026-07-14

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

0.00%

Shares700

Event2026-06-30

Filed2026-07-14

PCRX

PACIRA BIOSCIENCES INC COM

-14.64%

Shares834

Event2026-06-30

Filed2026-07-14

ZBRA

ZEBRA TECHNOLOGIES CORPORATION CL A

-13.04%

Shares80

Event2026-06-30

Filed2026-07-14

HYBB

ISHARES BB RATED CORPORATE BOND ETF

0.00%

Shares450

Event2026-06-30

Filed2026-07-14

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

0.00%

Shares813

Event2026-06-30

Filed2026-07-14

ISHARES INTERNATIONAL EQUITY FACTOR ETF

New

Shares495

Event2026-06-30

Filed2026-07-14

DABS

DOUBLELINE ABS ETF

New

Shares400

Event2026-06-30

Filed2026-07-14

QLTY

GMO US QUALITY ETF

5.56%

Shares475

Event2026-06-30

Filed2026-07-14

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares115

Event2026-06-30

Filed2026-07-14

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND

New

Shares398

Event2026-06-30

Filed2026-07-14

AGI

ALAMOS GOLD INC COM CL A

0.00%

Shares630

Event2026-06-30

Filed2026-07-14

WWW

WOLVERINE WORLD WIDE INC COM

-14.72%

Shares1.1K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-31.97%

Shares266

Event2026-06-30

Filed2026-07-14

CLF

CLEVELAND-CLIFFS INC NEW COM

57.34%

Shares2.0K

Event2026-06-30

Filed2026-07-14

XFIV

BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF

New

Shares387

Event2026-06-30

Filed2026-07-14

ALK

ALASKA AIR GROUP INC COM

-2.70%

Shares360

Event2026-06-30

Filed2026-07-14

Arcutis Biotherapeutics

-18.74%

Shares711

Event2026-06-30

Filed2026-07-14

SVRA

SAVARA INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

NUE

NUCOR CORP COM

0.00%

Shares82

Event2026-06-30

Filed2026-07-14

PHVS

PHARVARIS N V COM

New

Shares520

Event2026-06-30

Filed2026-07-14

STLD

STEEL DYNAMICS INC COM

0.00%

Shares77

Event2026-06-30

Filed2026-07-14

PAHC

PHIBRO ANIMAL HEALTH CORP CL A COM

-18.64%

Shares550

Event2026-06-30

Filed2026-07-14

VITL

VITAL FARMS INC COM

64.54%

Shares1.4K

Event2026-06-30

Filed2026-07-14

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

0.00%

Shares170

Event2026-06-30

Filed2026-07-14

FREEPORT MCMORAN INC CL B

0.00%

Shares260

Event2026-06-30

Filed2026-07-14

CRM

SALESFORCE INC COM

-79.64%

Shares101

Event2026-06-30

Filed2026-07-14

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares475

Event2026-06-30

Filed2026-07-14

HAUZ

XTRACKERS INTERNATIONAL REAL ESTATE ETF

0.00%

Shares681

Event2026-06-30

Filed2026-07-14

HSY

HERSHEY CO COM

0.00%

Shares86

Event2026-06-30

Filed2026-07-14

RSG

REPUBLIC SVCS INC COM

0.00%

Shares70

Event2026-06-30

Filed2026-07-14

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

0.00%

Shares379

Event2026-06-30

Filed2026-07-14

USAR

USA RARE EARTH INC COM

0.00%

Shares695

Event2026-06-30

Filed2026-07-14

SPHQ

INVESCO S&P 500 QUALITY ETF

0.00%

Shares166

Event2026-06-30

Filed2026-07-14

USB

US BANCORP COM NEW

-8.89%

Shares246

Event2026-06-30

Filed2026-07-14

SRE

SEMPRA COM

0.00%

Shares156

Event2026-06-30

Filed2026-07-14

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

0.00%

Shares282

Event2026-06-30

Filed2026-07-14

UNILEVER PLC SPON ADR NEW

0.00%

Shares234

Event2026-06-30

Filed2026-07-14

DOLE1

DOLE PLC ORD SHS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

PBW

INVESCO WILDERHILL CLEAN ENERGY ETF

0.00%

Shares351

Event2026-06-30

Filed2026-07-14

NTRA

NATERA INC COM

0.00%

Shares50

Event2026-06-30

Filed2026-07-14

MEGI

NYLI CBRE GBL INFR MEGTRNDS TR COM

0.00%

Shares875

Event2026-06-30

Filed2026-07-14

FWRG

FIRST WATCH RESTAURANT GROUP I COM

-21.74%

Shares1.0K

Event2026-06-30

Filed2026-07-14

AVY

AVERY DENNISON CORP COM

0.00%

Shares80

Event2026-06-30

Filed2026-07-14

EBND

STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF

0.00%

Shares620

Event2026-06-30

Filed2026-07-14

PECO

PHILLIPS EDISON & CO INC COMMON STOCK

-24.39%

Shares310

Event2026-06-30

Filed2026-07-14

AVMV

AVANTIS U.S. MID CAP VALUE ETF

0.00%

Shares160

Event2026-06-30

Filed2026-07-14

NFG

NATIONAL FUEL GAS CO COM

0.00%

Shares166

Event2026-06-30

Filed2026-07-14

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

0.00%

Shares280

Event2026-06-30

Filed2026-07-14

CF INDUSTRIES HOLD COM

0.00%

Shares117

Event2026-06-30

Filed2026-07-14

ISHARES 0-5 YEAR TIPS BOND ETF

New

Shares123

Event2026-06-30

Filed2026-07-14

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

0.00%

Shares124

Event2026-06-30

Filed2026-07-14

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

0.00%

Shares255

Event2026-06-30

Filed2026-07-14

ITW

ILLINOIS TOOL WKS INC COM

0.00%

Shares46

Event2026-06-30

Filed2026-07-14

WTM

WHITE MTNS INS GROUP LTD COM

0.00%

Shares6

Event2026-06-30

Filed2026-07-14

CMC

COMMERCIAL METALS CO COM

0.00%

Shares198

Event2026-06-30

Filed2026-07-14

AMPH

AMPHASTAR PHARMACEUTICALS INC COM

-14.35%

Shares615

Event2026-06-30

Filed2026-07-14

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

-50.34%

Shares296

Event2026-06-30

Filed2026-07-14

MLPX

GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF

0.00%

Shares167

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP COM

0.00%

Shares215

Event2026-06-30

Filed2026-07-14

SUI

SUN CMNTYS INC COM

-17.07%

Shares102

Event2026-06-30

Filed2026-07-14

INDB

INDEPENDENT BK CORP MASS COM

0.00%

Shares143

Event2026-06-30

Filed2026-07-14

BTCO

INVESCO GALAXY BITCOIN ETF

0.00%

Shares200

Event2026-06-30

Filed2026-07-14

ADM

ARCHER DANIELS MIDLAND CO COM

0.00%

Shares150

Event2026-06-30

Filed2026-07-14

FIRSTENERGY CORP COM

0.00%

Shares238

Event2026-06-30

Filed2026-07-14

DFEV

DIMENSIONAL EMERGING MARKETS VALUE ETF

0.00%

Shares265

Event2026-06-30

Filed2026-07-14

BARRICK MNG CORP COM SHS

0.00%

Shares300

Event2026-06-30

Filed2026-07-14

SPOTIFY TECHNOLOGY S A SHS

20.00%

Shares24

Event2026-06-30

Filed2026-07-14

CNC

CENTENE CORP DEL COM

0.00%

Shares170

Event2026-06-30

Filed2026-07-14

GSHD

GOOSEHEAD INS INC COM CL A

-19.19%

Shares219

Event2026-06-30

Filed2026-07-14

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-19.05%

Shares85

Event2026-06-30

Filed2026-07-14

OLED

UNIVERSAL DISPLAY CORP COM

-12.23%

Shares122

Event2026-06-30

Filed2026-07-14

CWB

STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

0.00%

Shares97

Event2026-06-30

Filed2026-07-14

PCOR

PROCORE TECHNOLOGIES INC COM

-12.63%

Shares256

Event2026-06-30

Filed2026-07-14

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

0.00%

Shares255

Event2026-06-30

Filed2026-07-14

FLTR

VANECK IG FLOATING RATE ETF

0.00%

Shares400

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

BHB

BAR HBR BANKSHARES COM

0.00%

Shares270

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-9.63%

Shares169

Event2026-06-30

Filed2026-07-14

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

0.00%

Shares256

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC COM

0.00%

Shares53

Event2026-06-30

Filed2026-07-14

ETH

GRAYSCALE ETHEREUM STAKING ETF

0.00%

Shares775

Event2026-06-30

Filed2026-07-14

TAXM

BONDBLOXX IRM TAX-AWARE ETF FOR MASSACHUSETTS RESIDENTS

290.00%

Shares195

Event2026-06-30

Filed2026-07-14

WIX

WIX COM LTD SHS

-23.13%

Shares216

Event2026-06-30

Filed2026-07-14

HYATT HOTELS CORP COM CL A

0.00%

Shares50

Event2026-06-30

Filed2026-07-14

PCEF

INVESCO CEF INCOME COMPOSITE ETF

0.00%

Shares474

Event2026-06-30

Filed2026-07-14

SCHH

SCHWAB U.S. REIT ETF

0.00%

Shares404

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available