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The Analysis of FIRST MERCHANTS CORP's Holdings & P&L

Currently, FIRST MERCHANTS CORP holds 361 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in VGT (+292.3K shares, valued at $34.9M), VO (+57.4K shares, valued at $4.6M), ETN (+10.7K shares, valued at $4.6M); decreased their positions in N/A (-4.8M shares, valued at $4.8M), N/A (-52.2K shares, valued at $4.6M), N/A (-4.3M shares, valued at $4.3M); initiated new positions in AMD (+973 shares, valued at $565.2K), MRVL (+1.2K shares, valued at $357.5K), N/A (+441 shares, valued at $318.8K).

1M P&L

-41.9M-3.23%

3M P&L

+24.9M+2.03%

HY P&L

-129.7M-9.38%

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/A557.3M

42.5%

2Drug Manufacturers - General77.3M

5.9%

3Internet Content & Information67.2M

5.1%

Top Industries by Stock Count

1N/A73 stocks

37.8%

2Banks - Regional8 stocks

4.1%

3Specialty Industrial Machinery7 stocks

3.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FMPW INST MONEY FMPW INST MONEY176.3M shares-2.66%2026-06-302026-07-15

VANGUARD 500 INDEX A VANGUARD 500 INDEX A207.3K shares-2.41%2026-06-302026-07-15

FED SH INTRM TTL BD FED SH INTRM TTL BD9.9M shares2.86%2026-06-302026-07-15

FED TTL RET BD CL R6 FED TTL RET BD CL R610.0M shares-1.09%2026-06-302026-07-15

VANGUARD MID-CAP AD VANGUARD MID-CAP AD172.5K shares-2.49%2026-06-302026-07-15

BSV VANGUARD SHORT TERM871.8K shares-1.31%2026-06-302026-07-15

GOOGL ALPHABET CL A179.2K shares-1.63%2026-06-302026-07-15

LLY LILLY ELI & CO, COM50.4K shares0.47%2026-06-302026-07-15

Sponsored

AAPL APPLE INC196.7K shares-2.16%2026-06-302026-07-15

SCHWAB FDMTL INTL LC SCHWAB FDMTL INTL LC3.5M shares-0.04%2026-06-302026-07-15

BROADCOM INC NPV BROADCOM INC NPV132.1K shares-4.26%2026-06-302026-07-15

LRCX LAM RESEARCH102.3K shares-1.39%2026-06-302026-07-15

VOO VANGUARD S&P 500 ETF62.7K shares2.66%2026-06-302026-07-15

IYW TECH ISHARES ETF161.9K shares-2.38%2026-06-302026-07-15

FIDELITY CONTRAFUND FIDELITY CONTRAFUND1.5M shares-0.52%2026-06-302026-07-15

VANGUARD EQUITY VANGUARD EQUITY404.3K shares0.26%2026-06-302026-07-15

Sponsored

VGT VG INFO TECH ETF331.6K shares744.72%2026-06-302026-07-15

MSFT MICROSOFT CORP102.6K shares1.99%2026-06-302026-07-15

NORTH ULT-SH FIX INC NORTH ULT-SH FIX INC3.4M shares4.65%2026-06-302026-07-15

IVW S&P 500 GR ISHR256.9K shares0.50%2026-06-302026-07-15

APH AMPHENOL CORPORATION186.1K shares-2.18%2026-06-302026-07-15

NVDA NVIDIA CORP162.7K shares-4.07%2026-06-302026-07-15

AMZN AMAZON135.0K shares-0.74%2026-06-302026-07-15

IJR S&P S/C 600 CR ISHR205.7K shares-3.20%2026-06-302026-07-15

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AGGREGATE BOND ISHR AGGREGATE BOND ISHR305.5K shares-3.84%2026-06-302026-07-15

JANUS ENTERPRISE JANUS ENTERPRISE193.1K shares0.30%2026-06-302026-07-15

J P MORGAN CHASE J P MORGAN CHASE86.9K shares9.90%2026-06-302026-07-15

VANGUARD SHORT TERM VANGUARD SHORT TERM2.8M shares-8.66%2026-06-302026-07-15

PZENA EMERGING MKT PZENA EMERGING MKT1.7M shares7.62%2026-06-302026-07-15

VANGUARD INTL GR ADM VANGUARD INTL GR ADM230.2K shares4.47%2026-06-302026-07-15

VANGUARD SMALLCAP AD VANGUARD SMALLCAP AD183.1K shares-3.74%2026-06-302026-07-15

MFS MIDCAP VALUE R6 MFS MIDCAP VALUE R6750.9K shares1.42%2026-06-302026-07-15

Sponsored

AVUV AVANTIS US SMALL CAP197.9K shares5.04%2026-06-302026-07-15

VISA VISA69.1K shares12.40%2026-06-302026-07-15

FRME FIRST MERCHANTS CORP522.0K shares-0.60%2026-06-302026-07-15

BIV VAN INTER-TERM291.9K shares-2.77%2026-06-302026-07-15

VANGUARD TAX EXEMPT VANGUARD TAX EXEMPT1.6M shares19.29%2026-06-302026-07-15

MORGAN STANLEY INTL MORGAN STANLEY INTL730.5K shares5.24%2026-06-302026-07-15

IVE S&P 500 VAL ISHR89.1K shares2.87%2026-06-302026-07-15

SYK STRYKER CORP61.2K shares11.79%2026-06-302026-07-15

Sponsored

ISHARES TR CORE MSCI ISHARES TR CORE MSCI194.2K shares3.56%2026-06-302026-07-15

WCM FOCUSED EMRG MKT WCM FOCUSED EMRG MKT724.3K shares2.53%2026-06-302026-07-15

VANGUARD GRW IND ADM VANGUARD GRW IND ADM66.1K shares-5.59%2026-06-302026-07-15

WCM FOCUSED INTL GR WCM FOCUSED INTL GR610.1K shares-2.54%2026-06-302026-07-15

WMT WAL MART STORES INC147.5K shares-15.24%2026-06-302026-07-15

TJX TJX COS INC102.6K shares0.15%2026-06-302026-07-15

VANGUARD TOTAL BOND VANGUARD TOTAL BOND1.6M shares-6.57%2026-06-302026-07-15

FTNT FORTINET97.7K shares-1.57%2026-06-302026-07-15

Sponsored

ABBVIE ABBVIE59.1K shares5.51%2026-06-302026-07-15

CHUBB LIMITED CHUBB LIMITED41.0K shares-1.98%2026-06-302026-07-15

IJK S&P M/C 400 GR ISHR118.6K shares-1.85%2026-06-302026-07-15

LOW LOWE'S COMPANIES61.9K shares-1.31%2026-06-302026-07-15

IJJ S&P M/C 400 VAL ISHR91.6K shares-1.87%2026-06-302026-07-15

COSTCO WHOLESALE COSTCO WHOLESALE14.2K shares-15.07%2026-06-302026-07-15

XLK TECHNOLOGY SEL ISH68.4K shares0.50%2026-06-302026-07-15

VANGUARD LIMITED TAX VANGUARD LIMITED TAX1.2M shares41.65%2026-06-302026-07-15

Sponsored

S&P 500 SPDR S&P 500 SPDR17.0K shares-8.02%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON CO49.5K shares-23.94%2026-06-302026-07-15

DODGE & COX INCOME DODGE & COX INCOME985.3K shares-14.14%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC22.0K shares-0.89%2026-06-302026-07-15

VANGUARD S/T INV GR VANGUARD S/T INV GR1.2M shares-9.85%2026-06-302026-07-15

GSY INVESCO231.7K shares-4.90%2026-06-302026-07-15

SCHW CHARLES SCHWAB CORP124.9K shares1.35%2026-06-302026-07-15

CAT CATERPILLAR10.3K shares3.04%2026-06-302026-07-15

Sponsored

VANGUARD VALUE VANGUARD VALUE128.4K shares-7.03%2026-06-302026-07-15

PG PROCTER & GAMBLE CO,74.1K shares0.68%2026-06-302026-07-15

BLK BLACKROCK11.2K shares-1.86%2026-06-302026-07-15

FRANKLIN ELECTRIC FRANKLIN ELECTRIC100.0K shares0.00%2026-06-302026-07-15

CMI CUMMINS INC14.7K shares8.95%2026-06-302026-07-15

VONV VANGUARD RUSSELL 1000 VALUE IND97.1K shares0.00%2026-06-302026-07-15

SGOV ISHARES 0-3 MO TRS102.5K shares0.00%2026-06-302026-07-15

TXN TEXAS INSTRS INC34.4K shares-3.06%2026-06-302026-07-15

Sponsored

GRANT COUNTY STATE GRANT COUNTY STATE8.3K shares0.00%2026-06-302026-07-15

AME AMETEK INC42.0K shares-1.04%2026-06-302026-07-15

IWP RUSSEL MC GR IN ISH68.6K shares3.20%2026-06-302026-07-15

MDY S&P 400 MID-CAP SPDR14.2K shares-8.73%2026-06-302026-07-15

LIN LINDE PLC19.2K shares-6.82%2026-06-302026-07-15

ORLY O'REILLY AUTO107.4K shares-1.56%2026-06-302026-07-15

TSM TAIWAN SEMICONDUCTOR20.0K shares-0.50%2026-06-302026-07-15

XLV HEALTHCARE SPDR57.1K shares-1.14%2026-06-302026-07-15

Sponsored

IEMG MSCI EMERG MKTS105.6K shares4.20%2026-06-302026-07-15

NORTHERN MIDCAP NORTHERN MIDCAP348.1K shares-4.70%2026-06-302026-07-15

HD HOME DEPOT INC23.8K shares-1.54%2026-06-302026-07-15

S&P GLOBAL S&P GLOBAL19.4K shares-1.40%2026-06-302026-07-15

VANGUARD HIGH DIV YD VANGUARD HIGH DIV YD163.9K shares-0.85%2026-06-302026-07-15

IWR RUSSELL MC IND ISH68.1K shares-0.66%2026-06-302026-07-15

CISCO SYSTEMS CISCO SYSTEMS63.7K shares0.01%2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP53.5K shares-1.48%2026-06-302026-07-15

Sponsored

EOG EOG RESOURCES INC56.3K shares-2.80%2026-06-302026-07-15

RAYTHEON TECH RAYTHEON TECH38.5K shares3.60%2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY14.4K shares3.61%2026-06-302026-07-15

MCD MCDONALD'S CORP, COM25.7K shares-0.86%2026-06-302026-07-15

PEP PEPSICO INC50.4K shares1.95%2026-06-302026-07-15

VANGUARD INFOTEC IDX VANGUARD INFOTEC IDX13.8K shares-10.08%2026-06-302026-07-15

T ROWE PRICE DIVID T ROWE PRICE DIVID75.9K shares-6.42%2026-06-302026-07-15

XLY CONSUMER DISC SPDR55.7K shares0.76%2026-06-302026-07-15

Sponsored

BAESY BAE SYSTEMS PLC ADR66.7K shares-2.48%2026-06-302026-07-15

SCHD SCHW ST US DIV EQ199.9K shares-3.28%2026-06-302026-07-15

DHR DANAHER CORP33.3K shares-3.69%2026-06-302026-07-15

IWS RUSSELL MC VI IN ISH37.5K shares6.39%2026-06-302026-07-15

VO VAN MID-CAP ETF76.4K shares302.63%2026-06-302026-07-15

XLF FINANCIAL SPDR113.8K shares0.62%2026-06-302026-07-15

CFR CULLEN FROST BANKERS39.2K shares1.12%2026-06-302026-07-15

CVX CHEVRON CORP35.2K shares2.89%2026-06-302026-07-15

Sponsored

ECL ECOLAB20.7K shares-1.62%2026-06-302026-07-15

XLP CONSUMER STAPLE SPDR69.5K shares-4.45%2026-06-302026-07-15

BRO BROWN & BROWN88.4K shares-4.31%2026-06-302026-07-15

VANGUARD INTERMED VANGUARD INTERMED644.9K shares-0.61%2026-06-302026-07-15

VB VAN SMALL-CAP ETF18.4K shares3.37%2026-06-302026-07-15

ETN EATON CORPORATION12.7K shares541.68%2026-06-302026-07-15

LHX L3HARRIS TECH18.3K shares1.28%2026-06-302026-07-15

IJH S&P M/C 400 ISHR67.5K shares-13.41%2026-06-302026-07-15

Sponsored

ACCENTURE PLC ACCENTURE PLC41.7K shares-5.88%2026-06-302026-07-15

XLRE REAL ESTATE SEL SEC115.0K shares-2.27%2026-06-302026-07-15

COP CONOCOPHILLIPS46.9K shares-0.52%2026-06-302026-07-15

SERVICE NOW INC SERVICE NOW INC47.9K shares-4.47%2026-06-302026-07-15

XLC COMM SERVICES44.2K shares0.15%2026-06-302026-07-15

SNPS SYNOPSYS INC10.5K shares-3.07%2026-06-302026-07-15

CEG CONSTELLATION ENERGY18.7K shares2.19%2026-06-302026-07-15

CDM ASSOC LLC CDM ASSOC LLC40 shares0.00%2026-06-302026-07-15

Sponsored

XLI INDUSTRIAL SPDR23.9K shares0.24%2026-06-302026-07-15

FPA NEW INCOME FPA NEW INCOME444.1K shares1.74%2026-06-302026-07-15

XLB MATERIALS SPDR86.0K shares-11.38%2026-06-302026-07-15

BALL BALL CORP, COMMON69.6K shares-2.23%2026-06-302026-07-15

IWM RUSSELL 2000 ISHR14.3K shares-5.09%2026-06-302026-07-15

DODGE & COX INTL FD DODGE & COX INTL FD211.1K shares-0.05%2026-06-302026-07-15

GS FIN SQ GOVT GS FIN SQ GOVT3.9M shares-52.32%2026-06-302026-07-15

VANGUARD SH TX ADM VANGUARD SH TX ADM239.9K shares2.81%2026-06-302026-07-15

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CPRT COPART INC128.8K shares-3.45%2026-06-302026-07-15

NEXTERA ENERGY NEXTERA ENERGY40.9K shares-56.09%2026-06-302026-07-15

ABT ABBOTT LABS COMMON39.3K shares-2.70%2026-06-302026-07-15

FIDELITY S/T TRS BD FIDELITY S/T TRS BD345.8K shares15.75%2026-06-302026-07-15

AMERIPRISE FINL AMERIPRISE FINL7.5K shares-2.67%2026-06-302026-07-15

ADP AUTO DATA PROCESSING15.4K shares-13.86%2026-06-302026-07-15

DIS DISNEY WALT COMPANY35.6K shares-7.26%2026-06-302026-07-15

XLE ENERGY SPDR63.1K shares-4.01%2026-06-302026-07-15

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PM PHILIP MORRIS INTL18.5K shares0.00%2026-06-302026-07-15

VANGUARD WNDSR AD II VANGUARD WNDSR AD II36.7K shares-7.88%2026-06-302026-07-15

GOOG ALPHABET INC CL C9.0K shares-1.64%2026-06-302026-07-15

UNP UNION PACIFIC CORP11.7K shares222.85%2026-06-302026-07-15

VANGD TX MNGD S/C VANGD TX MNGD S/C26.2K shares-10.09%2026-06-302026-07-15

INTC INTEL CORP22.6K shares55.13%2026-06-302026-07-15

NETFLIX NETFLIX44.1K shares12.68%2026-06-302026-07-15

VANGUARD L/C INDEX ADM VANGUARD L/C INDEX ADM18.1K shares-3.99%2026-06-302026-07-15

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QUICKSILVER ENT LLC QUICKSILVER ENT LLC100 shares0.00%2026-06-302026-07-15

DFA SMALL CAP VALUE DFA SMALL CAP VALUE51.3K shares-8.31%2026-06-302026-07-15

AMGN AMGEN INC8.5K shares-3.96%2026-06-302026-07-15

FIDELITY INTRMD TRS FIDELITY INTRMD TRS286.2K shares-11.08%2026-06-302026-07-15

EEM MSCI EMG MKT IND ISH39.7K shares9.45%2026-06-302026-07-15

CASY CASEY'S GEN STORE3.4K shares-3.02%2026-06-302026-07-15

T ROWE BLUE CHIP T ROWE BLUE CHIP12.5K shares-8.96%2026-06-302026-07-15

BEAMAN FAMILY FARMS BEAMAN FAMILY FARMS1 shares0.00%2026-06-302026-07-15

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VLO VALERO ENERGY NEW10.0K shares7.37%2026-06-302026-07-15

DFA EMERGING MKTS DFA EMERGING MKTS73.8K shares-4.07%2026-06-302026-07-15

UTILITIES SPDR UTILITIES SPDR56.8K shares-1.82%2026-06-302026-07-15

VYM VANGUARD W HI DIV15.6K shares-0.71%2026-06-302026-07-15

S&P 500 INDEX S&P 500 INDEX3.3K shares-0.88%2026-06-302026-07-15

DE DEERE AND COMPANY3.7K shares-0.67%2026-06-302026-07-15

IJS S&P S/C 600 VAL ISHR17.1K shares-0.30%2026-06-302026-07-15

BRK.A BERKSHIRE HATH CL A3 shares0.00%2026-06-302026-07-15

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VANGUARD DEV MKT ADM VANGUARD DEV MKT ADM96.1K shares-1.62%2026-06-302026-07-15

IJT S&P S/C 600 GR ISHR12.3K shares-3.11%2026-06-302026-07-15

VANGUARD PRIMECAP VANGUARD PRIMECAP9.0K shares9.33%2026-06-302026-07-15

VANGUARD S/T FED A VANGUARD S/T FED A205.2K shares-8.02%2026-06-302026-07-15

CORTEVA INC CORTEVA INC24.7K shares0.06%2026-06-302026-07-15

SAP SAP AKTIENGESELLSCH13.5K shares-12.50%2026-06-302026-07-15

SCHY SCHWAB INT DVD65.4K shares-5.66%2026-06-302026-07-15

RSP INVESCO S&P 5009.5K shares-4.01%2026-06-302026-07-15

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SETTLEMENT AGREEMENT SETTLEMENT AGREEMENT2.0M shares0.00%2026-06-302026-07-15

VANGUARD SM CAP VAL VANGUARD SM CAP VAL18.3K shares-1.83%2026-06-302026-07-15

VANGD CONS DISC IDX VANGD CONS DISC IDX9.3K shares-7.99%2026-06-302026-07-15

KO COCA COLA CO, COMMON22.4K shares-5.49%2026-06-302026-07-15

HBAN HUNTINGTON BANCSHARE94.9K shares-0.82%2026-06-302026-07-15

GLW CORNING INC6.5K shares1.52%2026-06-302026-07-15

TQQQ PROSHARES TR ULTRAPRO QQQ20.0K shares0.00%2026-06-302026-07-15

VANGUARD INT-TERM VANGUARD INT-TERM155.9K shares-6.74%2026-06-302026-07-15

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AMERICAN CENTURY ULT AMERICAN CENTURY ULT16.1K shares0.00%2026-06-302026-07-15

VANGUARD IND EXT ADM VANGUARD IND EXT ADM8.5K shares7.51%2026-06-302026-07-15

VANGUARD COMM SERVS VANGUARD COMM SERVS16.9K shares-9.57%2026-06-302026-07-15

PSX PHILLIPS 669.1K shares-3.81%2026-06-302026-07-15

GATEWAY FUND GATEWAY FUND28.6K shares0.00%2026-06-302026-07-15

DFAC DIMENSIONAL ETF TR34.2K shares0.00%2026-06-302026-07-15

VANGUARD FINL IDX VANGUARD FINL IDX22.9K shares-8.09%2026-06-302026-07-15

VANGUARD RE INDEX VANGUARD RE INDEX11.1K shares-1.47%2026-06-302026-07-15

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VANGUARD TOT INTL ST VANGUARD TOT INTL ST30.3K shares17.83%2026-06-302026-07-15

NUE NUCOR CORP6.2K shares-0.50%2026-06-302026-07-15

VEA VAN FTSE DEV MKT19.3K shares24.02%2026-06-302026-07-15

VANGUARD HLTHCR IDX VANGUARD HLTHCR IDX9.0K shares-7.61%2026-06-302026-07-15

COLUMBIA CORP INC FUND I COLUMBIA CORP INC FUND I146.9K shares0.00%2026-06-302026-07-15

EFA MSCI EAFE ISHR12.5K shares-9.42%2026-06-302026-07-15

MLC PROPERTIES LLC MLC PROPERTIES LLC1 shares0.00%2026-06-302026-07-15

LNT ALLIANT CORP16.1K shares-1.28%2026-06-302026-07-15

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VNQ VANGUARD REIT IN ETF12.7K shares4.32%2026-06-302026-07-15

ORACLE SYSTEMS ORACLE SYSTEMS8.0K shares-5.09%2026-06-302026-07-15

SETTLEMENT AGREEMENT SETTLEMENT AGREEMENT1.1M shares0.00%2026-06-302026-07-15

LT LT48 shares0.00%2026-06-302026-07-15

BLACKBIRD FARMS BLACKBIRD FARMS48 shares0.00%2026-06-302026-07-15

CWB BARCLAY CONV SEC SDR9.7K shares0.00%2026-06-302026-07-15

ALLERIAN MLP ETF ALLERIAN MLP ETF19.9K shares-5.03%2026-06-302026-07-15

VG CALIFORNIA INTERM TAX EXMPT VG CALIFORNIA INTERM TAX EXMPT85.9K shares0.00%2026-06-302026-07-15

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PANW PALO ALTO NETWORKS2.9K shares-8.34%2026-06-302026-07-15

AWK AMERICAN WTR CO7.4K shares-19.56%2026-06-302026-07-15

VANGRD FTSE SOC IDX VANGRD FTSE SOC IDX13.4K shares-0.52%2026-06-302026-07-15

VANGUARD INDUSTRIALS VANGUARD INDUSTRIALS5.1K shares-7.90%2026-06-302026-07-15

QQQ INVESCO QQQ TRSER 11.3K shares-1.86%2026-06-302026-07-15

MO ALTRIA GROUP INC12.8K shares0.00%2026-06-302026-07-15

VANG INST'L INDEX FD VANG INST'L INDEX FD1.5K shares0.00%2026-06-302026-07-15

CNI CAN NATL RAILWAY7.4K shares63.92%2026-06-302026-07-15

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MASTERCARD MASTERCARD1.6K shares-16.27%2026-06-302026-07-15

PARNASSUS CORE EQ-IN PARNASSUS CORE EQ-IN13.4K shares0.00%2026-06-302026-07-15

AMERICAN EURO GRWTH AMERICAN EURO GRWTH12.9K shares-0.19%2026-06-302026-07-15

SCHP SCHW STR US TIPS ETF30.4K shares0.00%2026-06-302026-07-15

OMC OMNICOM GROUP INC10.7K shares-6.08%2026-06-302026-07-15

NORTHERN GLOBAL SUST NORTHERN GLOBAL SUST26.9K shares0.00%2026-06-302026-07-15

FIDELITY GROWTH FIDELITY GROWTH12.7K shares0.00%2026-06-302026-07-15

COR CENCORA, INC2.6K shares35.90%2026-06-302026-07-15

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MRK MERCK & CO INC, COM5.8K shares0.00%2026-06-302026-07-15

ELV ELEVANCE HEALTH1.9K shares0.00%2026-06-302026-07-15

MORGAN STANLEY 4.431 1/23/30 MORGAN STANLEY 4.431 1/23/30735.0K shares0.00%2026-06-302026-07-15

LMT LOCKHEED MARTIN1.4K shares-10.15%2026-06-302026-07-15

FED MDT L/C VAL FED MDT L/C VAL17.2K shares0.00%2026-06-302026-07-15

VANGUARD TOTAL STOCK VANGUARD TOTAL STOCK3.8K shares-6.68%2026-06-302026-07-15

EMR EMERSON ELEC CO, COM4.6K shares27.52%2026-06-302026-07-15

JKHY JACK HENRY & ASSOC4.8K shares0.00%2026-06-302026-07-15

Sponsored

MFS VALUE FUND CLI MFS VALUE FUND CLI12.4K shares-0.02%2026-06-302026-07-15

MFS INT'L NEW DISC MFS INT'L NEW DISC18.0K shares-6.41%2026-06-302026-07-15

F FORD MOTOR CO45.7K shares-7.52%2026-06-302026-07-15

VZ VERIZON COMM15.0K shares9.76%2026-06-302026-07-15

MS MRGAN, DN WTTR, DISC3.0K shares0.00%2026-06-302026-07-15

TROWE PRICE OVERSEAS TROWE PRICE OVERSEAS35.5K shares0.01%2026-06-302026-07-15

MICROCHIP TECH MICROCHIP TECH6.9K shares-0.72%2026-06-302026-07-15

TSLA TESLA MOTORS1.5K shares0.00%2026-06-302026-07-15

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MFS MID CAP GRWTH FD MFS MID CAP GRWTH FD20.3K shares0.00%2026-06-302026-07-15

VANG CONS STAP IDX VANG CONS STAP IDX5.6K shares-8.34%2026-06-302026-07-15

MFS GROWTH FD CL I MFS GROWTH FD CL I3.0K shares0.00%2026-06-302026-07-15

T ROWE PRICE MID CAP T ROWE PRICE MID CAP5.9K shares-1.18%2026-06-302026-07-15

MTUM ISHARES MSCI US MTUM1.7K shares0.00%2026-06-302026-07-15

VXF VAN EXT MKT2.4K shares-1.66%2026-06-302026-07-15

AFL AFLAC INC5.1K shares0.00%2026-06-302026-07-15

VTEB VG TAX-EXEMPT BND11.8K shares-28.79%2026-06-302026-07-15

Sponsored

AM NEW WORLD FD F3 AM NEW WORLD FD F35.3K shares-6.08%2026-06-302026-07-15

GS GOLDMAN SACHS564 shares0.00%2026-06-302026-07-15

LZB LA-Z BOY14.2K shares0.00%2026-06-302026-07-15

AMD ADVANCED MICRO DEV973 sharesnew addition2026-06-302026-07-15

SYY SYSCO CORP6.8K shares0.12%2026-06-302026-07-15

AUNT DIANA FUDGE AUNT DIANA FUDGE900 shares0.00%2026-06-302026-07-15

UNITEDHEALTH GROUP UNITEDHEALTH GROUP1.3K shares-1.83%2026-06-302026-07-15

GGG GRACO INC7.3K shares0.00%2026-06-302026-07-15

Sponsored

FIDELITY MAGELLAN FIDELITY MAGELLAN34.5K shares-23.38%2026-06-302026-07-15

SCHWAB FUNDAMENTAL SCHWAB FUNDAMENTAL14.6K shares-40.56%2026-06-302026-07-15

MZTI LANCASTER COLONY4.7K shares0.00%2026-06-302026-07-15

PH PARKER HANNIFIN CORP540 shares0.00%2026-06-302026-07-15

VANGUARD BAL IND ADM VANGUARD BAL IND ADM9.7K shares8.17%2026-06-302026-07-15

VANGUARD SM CP GRWTH VANGUARD SM CP GRWTH4.1K shares-42.64%2026-06-302026-07-15

IMPAX INTER SUST ECONOMY FUND I IMPAX INTER SUST ECONOMY FUND I38.9K shares0.00%2026-06-302026-07-15

INVESCO BAL RISK CMMDTY FUND INVESCO BAL RISK CMMDTY FUND64.5K shares0.00%2026-06-302026-07-15

Sponsored

NOC NORTHROP GRUMMAN1.0K shares0.00%2026-06-302026-07-15

IWF RUSSELL 1000 GR ISHR4.1K shares205.74%2026-06-302026-07-15

CVS CVS CORP DELAWARE4.9K shares68.75%2026-06-302026-07-15

OPP STL PATH OPP STL PATH43.1K shares0.00%2026-06-302026-07-15

CAH CARDINAL HEALTH INC2.1K shares0.00%2026-06-302026-07-15

VG TOT STK MTK IDX VG TOT STK MTK IDX1.4K shares9.70%2026-06-302026-07-15

LINCOLN NATL LIFE LINCOLN NATL LIFE1 shares0.00%2026-06-302026-07-15

GVI ISHARES INTERM GOV/CRED BOND ET4.6K shares-80.73%2026-06-302026-07-15

Sponsored

VG COMMDTY FUND VG COMMDTY FUND16.6K shares0.00%2026-06-302026-07-15

BMO BANK OF MONTREAL2.7K shares0.00%2026-06-302026-07-15

ROP ROPER INDUSTRIES INC1.3K shares-1.32%2026-06-302026-07-15

DUK DUKE ENERGY CORP3.6K shares-13.80%2026-06-302026-07-15

INGERSOLL RAND 5.314 6/15/31 INGERSOLL RAND 5.314 6/15/31425.0K shares-5.56%2026-06-302026-07-15

VEU VG FTSE AW EX US ETF5.2K shares4.18%2026-06-302026-07-15

GS EQU DIV & PREM I GS EQU DIV & PREM I21.3K shares-4.63%2026-06-302026-07-15

IDV ISHARES TR10.1K shares0.00%2026-06-302026-07-15

Sponsored

KMI KINDER MORGAN13.0K shares-0.67%2026-06-302026-07-15

EXR EXTRA SPACE STO2.8K shares0.00%2026-06-302026-07-15

CMCSA COMCAST CL A16.7K shares-33.51%2026-06-302026-07-15

NSC NORFOLK SOUTHERN1.3K shares0.00%2026-06-302026-07-15

VANGUARD ENRGY IDX VANGUARD ENRGY IDX5.4K shares-5.21%2026-06-302026-07-15

IYF ISHARES TR3.2K shares0.00%2026-06-302026-07-15

ROGERS MARKETS INC ROGERS MARKETS INC1.7K shares0.00%2026-06-302026-07-15

PFE PFIZER INC16.5K shares-2.36%2026-06-302026-07-15

Sponsored

STLD STEEL DYNAMICS1.7K shares0.00%2026-06-302026-07-15

VANGUARD EMERG MKTS VANGUARD EMERG MKTS7.7K shares-12.83%2026-06-302026-07-15

CME CME1.7K shares0.00%2026-06-302026-07-15

GLD SPDR GOLD988 shares-4.17%2026-06-302026-07-15

MRVL MARVELL TECH1.2K sharesnew addition2026-06-302026-07-15

IBB BIOTECH INDEX ISHR1.8K shares-1.47%2026-06-302026-07-15

CL COLGATE PALMOLIVE, C3.8K shares4.17%2026-06-302026-07-15

VCIT VAN INT-TERM CORP4.1K shares-6.86%2026-06-302026-07-15

Sponsored

OEF S&P 100 ISHR915 shares0.00%2026-06-302026-07-15

BDX BECTON DICKINSON2.2K shares-15.01%2026-06-302026-07-15

ARTISAN DEV WORLD FD ARTISAN DEV WORLD FD14.6K shares-24.88%2026-06-302026-07-15

EPD ENTERPRISE PROD LTD8.9K shares0.00%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC441 sharesnew addition2026-06-302026-07-15

VTRS VIATRIS20.0K shares0.00%2026-06-302026-07-15

COMMUNITY FINANCIAL CORP COMMUNITY FINANCIAL CORP2.0K shares0.00%2026-06-302026-07-15

TMO THERMO FISHER SCI625 shares-3.55%2026-06-302026-07-15

Sponsored

INBK 1ST INTERNET BK IN11.2K shares0.00%2026-06-302026-07-15

JPC NUVEEN PRE COM39.3K shares0.00%2026-06-302026-07-15

TWLO TWILIO INC1.5K sharesnew addition2026-06-302026-07-15

IBM INTERNATIONAL BUSINE1.1K shares1.21%2026-06-302026-07-15

MPC MARATHON PETROLEUM1.2K shares-31.00%2026-06-302026-07-15

VANGUARD US GWTH INV VANGUARD US GWTH INV3.8K shares0.00%2026-06-302026-07-15

L RYAN PN DTD 12-1-25 6.5 $310 L RYAN PN DTD 12-1-25 6.5 $310310.9K shares0.00%2026-06-302026-07-15

KLAC KLA-TENCOR CORP960 sharesnew addition2026-06-302026-07-15

Sponsored

VV VANGUARD LARGE CAP839 shares-4.33%2026-06-302026-07-15

12.565 OWNER INT 12.565 OWNER INT2 shares0.00%2026-06-302026-07-15

BX BLACKSTONE GROUP2.4K shares0.00%2026-06-302026-07-15

COLUMBIA CONTRARIAN COLUMBIA CONTRARIAN6.5K shares-8.71%2026-06-302026-07-15

IYH ISHARES TR4.2K shares0.00%2026-06-302026-07-15

NSRGY NESTLE SA ADR2.7K sharesnew addition2026-06-302026-07-15

IWO RUSSEL 2000 GWTH700 shares0.00%2026-06-302026-07-15

TFC TRUIST FIN COM5.5K shares0.00%2026-06-302026-07-15

Sponsored

TROWE S/C VALUE TROWE S/C VALUE4.3K shares0.00%2026-06-302026-07-15

ITW IL TOOL WORKS INC1.0K shares0.00%2026-06-302026-07-15

WASTE MANAGEMENT WASTE MANAGEMENT1.2K shares0.00%2026-06-302026-07-15

RSG REPUBLIC SERVICES1.3K shares-7.61%2026-06-302026-07-15

SLB SCHLUMBERGER LTD5.7K shares-33.54%2026-06-302026-07-15

VANGUARD UTIL IDX VANGUARD UTIL IDX2.7K shares-8.92%2026-06-302026-07-15

GE GE708 shares-4.19%2026-06-302026-07-15

HUBB HUBBELL INC500 shares0.00%2026-06-302026-07-15

Sponsored

DVY DJ SEL DVD ISH1.6K shares0.00%2026-06-302026-07-15

VWO VANGUARD EMG MKT ETF4.2K shares-4.54%2026-06-302026-07-15

ADOBE SYSTEMS INC ADOBE SYSTEMS INC1.2K shares-21.96%2026-06-302026-07-15

MAINSTAY HY MUNI I MAINSTAY HY MUNI I20.0K shares0.00%2026-06-302026-07-15

QUANTA QUANTA324 sharesnew addition2026-06-302026-07-15

ITOT S&P TOT US1.4K sharesnew addition2026-06-302026-07-15

KEY KEYCORP9.9K sharesnew addition2026-06-302026-07-15

LORD ABBETT ULTRA SH LORD ABBETT ULTRA SH22.0K sharesnew addition2026-06-302026-07-15

Sponsored

LKFN LAKELAND FINL3.5K shares0.00%2026-06-302026-07-15

VANGUARD GRWTH & INC VANGUARD GRWTH & INC1.8K sharesnew addition2026-06-302026-07-15

FIDELITY ST TAX FREE FIDELITY ST TAX FREE17.9K shares0.00%2026-06-302026-07-15

GEV GEV VERNOVA176 sharesnew addition2026-06-302026-07-15

IYJ ISHARES TR1.2K sharesnew addition2026-06-302026-07-15

HCA HCA HOLDINGS525 shares0.00%2026-06-302026-07-15

FED GOVT TAX MAN P FED GOVT TAX MAN P204.3K shares-6.05%2026-06-302026-07-15

WELL WELLTOWER INC900 sharesnew addition2026-06-302026-07-15

Sponsored

CRYSTAL VALLEY FIN CRYSTAL VALLEY FIN2.6K shares0.00%2026-06-302026-07-15

USB US BANCORP DEL3.3K sharesnew addition2026-06-302026-07-15

VANGUARD GNMA ADM VANGUARD GNMA ADM20.9K shares0.00%2026-06-302026-07-15

EVV EATON VANCE LIMITED DURATION IN21.0K shares0.00%2026-06-302026-07-15

NVG NUVEEN ENH AMT FR12.9K shares0.00%2026-06-302026-07-15

PIMCO INC FUND INST PIMCO INC FUND INST14.7K shares0.00%2026-06-302026-07-15

VANGUARD HIGH YLD BD VANGUARD HIGH YLD BD27.5K shares0.00%2026-06-302026-07-15

COLUMBIA ULTRA SHORT DURATION M COLUMBIA ULTRA SHORT DURATION M15.0K shares0.00%2026-06-302026-07-15

Sponsored

RICHARD G HALSTEAD 4.77 DUE 12 RICHARD G HALSTEAD 4.77 DUE 1286.5K shares-1.79%2026-06-302026-07-15

MORGAN STANLEY BANK 4.800 DUE MORGAN STANLEY BANK 4.800 DUE75.0K shares0.00%2026-06-302026-07-15

FEDERATED KAUFMANN FEDERATED KAUFMANN10.9K shares0.00%2026-06-302026-07-15

PERSIMMONS INC PERSIMMONS INC29.7K shares0.00%2026-06-302026-07-15

ABI FMB CL 3543986 ABI FMB CL 35439866.0M shares0.00%2026-06-302026-07-15

ABI FMB LOC #5471834 ABI FMB LOC #5471834405.0K shares0.00%2026-06-302026-07-15

A/B/I-LOC#5299624 A/B/I-LOC#52996241.0M shares0.00%2026-06-302026-07-15

ABI FM CL 1228820100 ABI FM CL 12288201001.0M shares0.00%2026-06-302026-07-15

Sponsored

ABI FMB LN #5463327 ABI FMB LN #546332739.3K shares0.00%2026-06-302026-07-15

ABI FMB LOC 5831458 ABI FMB LOC 5831458600.0K shares0.00%2026-06-302026-07-15

ASSIGN. OF BEN. INT. ASSIGN. OF BEN. INT.100.0K shares0.00%2026-06-302026-07-15

DEL LIFE REGATTA DEL LIFE REGATTA350.8K shares0.00%2026-06-302026-07-15

FMB LOC 5478936 FMB LOC 5478936500.0K shares0.00%2026-06-302026-07-15

LOC #3243385 LOC #32433853.8M shares0.00%2026-06-302026-07-15

LOC5299934 LOC5299934395.0K shares0.00%2026-06-302026-07-15

ABI LN #3448746 ABI LN #344874650.0K shares0.00%2026-06-302026-07-15

Sponsored

FMB LOC 5814715 FMB LOC 5814715500.0K shares0.00%2026-06-302026-07-15

FMPW INST MONEY

-2.66%

Shares176.3M

Event2026-06-30

Filed2026-07-15

VANGUARD 500 INDEX A

-2.41%

Shares207.3K

Event2026-06-30

Filed2026-07-15

FED SH INTRM TTL BD

2.86%

Shares9.9M

Event2026-06-30

Filed2026-07-15

FED TTL RET BD CL R6

-1.09%

Shares10.0M

Event2026-06-30

Filed2026-07-15

VANGUARD MID-CAP AD

-2.49%

Shares172.5K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD SHORT TERM

-1.31%

Shares871.8K

Event2026-06-30

Filed2026-07-15

GOOGL

ALPHABET CL A

-1.63%

Shares179.2K

Event2026-06-30

Filed2026-07-15

LLY

LILLY ELI & CO, COM

0.47%

Shares50.4K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-2.16%

Shares196.7K

Event2026-06-30

Filed2026-07-15

SCHWAB FDMTL INTL LC

-0.04%

Shares3.5M

Event2026-06-30

Filed2026-07-15

BROADCOM INC NPV

-4.26%

Shares132.1K

Event2026-06-30

Filed2026-07-15

LRCX

LAM RESEARCH

-1.39%

Shares102.3K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD S&P 500 ETF

2.66%

Shares62.7K

Event2026-06-30

Filed2026-07-15

IYW

TECH ISHARES ETF

-2.38%

Shares161.9K

Event2026-06-30

Filed2026-07-15

FIDELITY CONTRAFUND

-0.52%

Shares1.5M

Event2026-06-30

Filed2026-07-15

VANGUARD EQUITY

0.26%

Shares404.3K

Event2026-06-30

Filed2026-07-15

VGT

VG INFO TECH ETF

744.72%

Shares331.6K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

1.99%

Shares102.6K

Event2026-06-30

Filed2026-07-15

NORTH ULT-SH FIX INC

4.65%

Shares3.4M

Event2026-06-30

Filed2026-07-15

IVW

S&P 500 GR ISHR

0.50%

Shares256.9K

Event2026-06-30

Filed2026-07-15

APH

AMPHENOL CORPORATION

-2.18%

Shares186.1K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORP

-4.07%

Shares162.7K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON

-0.74%

Shares135.0K

Event2026-06-30

Filed2026-07-15

IJR

S&P S/C 600 CR ISHR

-3.20%

Shares205.7K

Event2026-06-30

Filed2026-07-15

AGGREGATE BOND ISHR

-3.84%

Shares305.5K

Event2026-06-30

Filed2026-07-15

JANUS ENTERPRISE

0.30%

Shares193.1K

Event2026-06-30

Filed2026-07-15

J P MORGAN CHASE

9.90%

Shares86.9K

Event2026-06-30

Filed2026-07-15

VANGUARD SHORT TERM

-8.66%

Shares2.8M

Event2026-06-30

Filed2026-07-15

PZENA EMERGING MKT

7.62%

Shares1.7M

Event2026-06-30

Filed2026-07-15

VANGUARD INTL GR ADM

4.47%

Shares230.2K

Event2026-06-30

Filed2026-07-15

VANGUARD SMALLCAP AD

-3.74%

Shares183.1K

Event2026-06-30

Filed2026-07-15

MFS MIDCAP VALUE R6

1.42%

Shares750.9K

Event2026-06-30

Filed2026-07-15

AVUV

AVANTIS US SMALL CAP

5.04%

Shares197.9K

Event2026-06-30

Filed2026-07-15

VISA

12.40%

Shares69.1K

Event2026-06-30

Filed2026-07-15

FRME

FIRST MERCHANTS CORP

-0.60%

Shares522.0K

Event2026-06-30

Filed2026-07-15

BIV

VAN INTER-TERM

-2.77%

Shares291.9K

Event2026-06-30

Filed2026-07-15

VANGUARD TAX EXEMPT

19.29%

Shares1.6M

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY INTL

5.24%

Shares730.5K

Event2026-06-30

Filed2026-07-15

IVE

S&P 500 VAL ISHR

2.87%

Shares89.1K

Event2026-06-30

Filed2026-07-15

SYK

STRYKER CORP

11.79%

Shares61.2K

Event2026-06-30

Filed2026-07-15

ISHARES TR CORE MSCI

3.56%

Shares194.2K

Event2026-06-30

Filed2026-07-15

WCM FOCUSED EMRG MKT

2.53%

Shares724.3K

Event2026-06-30

Filed2026-07-15

VANGUARD GRW IND ADM

-5.59%

Shares66.1K

Event2026-06-30

Filed2026-07-15

WCM FOCUSED INTL GR

-2.54%

Shares610.1K

Event2026-06-30

Filed2026-07-15

WMT

WAL MART STORES INC

-15.24%

Shares147.5K

Event2026-06-30

Filed2026-07-15

TJX

TJX COS INC

0.15%

Shares102.6K

Event2026-06-30

Filed2026-07-15

VANGUARD TOTAL BOND

-6.57%

Shares1.6M

Event2026-06-30

Filed2026-07-15

FTNT

FORTINET

-1.57%

Shares97.7K

Event2026-06-30

Filed2026-07-15

ABBVIE

5.51%

Shares59.1K

Event2026-06-30

Filed2026-07-15

CHUBB LIMITED

-1.98%

Shares41.0K

Event2026-06-30

Filed2026-07-15

IJK

S&P M/C 400 GR ISHR

-1.85%

Shares118.6K

Event2026-06-30

Filed2026-07-15

LOW

LOWE'S COMPANIES

-1.31%

Shares61.9K

Event2026-06-30

Filed2026-07-15

IJJ

S&P M/C 400 VAL ISHR

-1.87%

Shares91.6K

Event2026-06-30

Filed2026-07-15

COSTCO WHOLESALE

-15.07%

Shares14.2K

Event2026-06-30

Filed2026-07-15

XLK

TECHNOLOGY SEL ISH

0.50%

Shares68.4K

Event2026-06-30

Filed2026-07-15

VANGUARD LIMITED TAX

41.65%

Shares1.2M

Event2026-06-30

Filed2026-07-15

S&P 500 SPDR

-8.02%

Shares17.0K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON CO

-23.94%

Shares49.5K

Event2026-06-30

Filed2026-07-15

DODGE & COX INCOME

-14.14%

Shares985.3K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

-0.89%

Shares22.0K

Event2026-06-30

Filed2026-07-15

VANGUARD S/T INV GR

-9.85%

Shares1.2M

Event2026-06-30

Filed2026-07-15

GSY

INVESCO

-4.90%

Shares231.7K

Event2026-06-30

Filed2026-07-15

SCHW

CHARLES SCHWAB CORP

1.35%

Shares124.9K

Event2026-06-30

Filed2026-07-15

CAT

CATERPILLAR

3.04%

Shares10.3K

Event2026-06-30

Filed2026-07-15

VANGUARD VALUE

-7.03%

Shares128.4K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO,

0.68%

Shares74.1K

Event2026-06-30

Filed2026-07-15

BLK

BLACKROCK

-1.86%

Shares11.2K

Event2026-06-30

Filed2026-07-15

FRANKLIN ELECTRIC

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-15

CMI

CUMMINS INC

8.95%

Shares14.7K

Event2026-06-30

Filed2026-07-15

VONV

VANGUARD RUSSELL 1000 VALUE IND

0.00%

Shares97.1K

Event2026-06-30

Filed2026-07-15

SGOV

ISHARES 0-3 MO TRS

0.00%

Shares102.5K

Event2026-06-30

Filed2026-07-15

TXN

TEXAS INSTRS INC

-3.06%

Shares34.4K

Event2026-06-30

Filed2026-07-15

GRANT COUNTY STATE

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-15

AME

AMETEK INC

-1.04%

Shares42.0K

Event2026-06-30

Filed2026-07-15

IWP

RUSSEL MC GR IN ISH

3.20%

Shares68.6K

Event2026-06-30

Filed2026-07-15

MDY

S&P 400 MID-CAP SPDR

-8.73%

Shares14.2K

Event2026-06-30

Filed2026-07-15

LIN

LINDE PLC

-6.82%

Shares19.2K

Event2026-06-30

Filed2026-07-15

ORLY

O'REILLY AUTO

-1.56%

Shares107.4K

Event2026-06-30

Filed2026-07-15

TSM

TAIWAN SEMICONDUCTOR

-0.50%

Shares20.0K

Event2026-06-30

Filed2026-07-15

XLV

HEALTHCARE SPDR

-1.14%

Shares57.1K

Event2026-06-30

Filed2026-07-15

IEMG

MSCI EMERG MKTS

4.20%

Shares105.6K

Event2026-06-30

Filed2026-07-15

NORTHERN MIDCAP

-4.70%

Shares348.1K

Event2026-06-30

Filed2026-07-15

HOME DEPOT INC

-1.54%

Shares23.8K

Event2026-06-30

Filed2026-07-15

S&P GLOBAL

-1.40%

Shares19.4K

Event2026-06-30

Filed2026-07-15

VANGUARD HIGH DIV YD

-0.85%

Shares163.9K

Event2026-06-30

Filed2026-07-15

IWR

RUSSELL MC IND ISH

-0.66%

Shares68.1K

Event2026-06-30

Filed2026-07-15

CISCO SYSTEMS

0.01%

Shares63.7K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

-1.48%

Shares53.5K

Event2026-06-30

Filed2026-07-15

EOG

EOG RESOURCES INC

-2.80%

Shares56.3K

Event2026-06-30

Filed2026-07-15

RAYTHEON TECH

3.60%

Shares38.5K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY

3.61%

Shares14.4K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALD'S CORP, COM

-0.86%

Shares25.7K

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

1.95%

Shares50.4K

Event2026-06-30

Filed2026-07-15

VANGUARD INFOTEC IDX

-10.08%

Shares13.8K

Event2026-06-30

Filed2026-07-15

T ROWE PRICE DIVID

-6.42%

Shares75.9K

Event2026-06-30

Filed2026-07-15

XLY

CONSUMER DISC SPDR

0.76%

Shares55.7K

Event2026-06-30

Filed2026-07-15

BAESY

BAE SYSTEMS PLC ADR

-2.48%

Shares66.7K

Event2026-06-30

Filed2026-07-15

SCHD

SCHW ST US DIV EQ

-3.28%

Shares199.9K

Event2026-06-30

Filed2026-07-15

DHR

DANAHER CORP

-3.69%

Shares33.3K

Event2026-06-30

Filed2026-07-15

IWS

RUSSELL MC VI IN ISH

6.39%

Shares37.5K

Event2026-06-30

Filed2026-07-15

VAN MID-CAP ETF

302.63%

Shares76.4K

Event2026-06-30

Filed2026-07-15

XLF

FINANCIAL SPDR

0.62%

Shares113.8K

Event2026-06-30

Filed2026-07-15

CFR

CULLEN FROST BANKERS

1.12%

Shares39.2K

Event2026-06-30

Filed2026-07-15

CVX

CHEVRON CORP

2.89%

Shares35.2K

Event2026-06-30

Filed2026-07-15

ECL

ECOLAB

-1.62%

Shares20.7K

Event2026-06-30

Filed2026-07-15

XLP

CONSUMER STAPLE SPDR

-4.45%

Shares69.5K

Event2026-06-30

Filed2026-07-15

BRO

BROWN & BROWN

-4.31%

Shares88.4K

Event2026-06-30

Filed2026-07-15

VANGUARD INTERMED

-0.61%

Shares644.9K

Event2026-06-30

Filed2026-07-15

VAN SMALL-CAP ETF

3.37%

Shares18.4K

Event2026-06-30

Filed2026-07-15

ETN

EATON CORPORATION

541.68%

Shares12.7K

Event2026-06-30

Filed2026-07-15

LHX

L3HARRIS TECH

1.28%

Shares18.3K

Event2026-06-30

Filed2026-07-15

IJH

S&P M/C 400 ISHR

-13.41%

Shares67.5K

Event2026-06-30

Filed2026-07-15

ACCENTURE PLC

-5.88%

Shares41.7K

Event2026-06-30

Filed2026-07-15

XLRE

REAL ESTATE SEL SEC

-2.27%

Shares115.0K

Event2026-06-30

Filed2026-07-15

COP

CONOCOPHILLIPS

-0.52%

Shares46.9K

Event2026-06-30

Filed2026-07-15

SERVICE NOW INC

-4.47%

Shares47.9K

Event2026-06-30

Filed2026-07-15

XLC

COMM SERVICES

0.15%

Shares44.2K

Event2026-06-30

Filed2026-07-15

SNPS

SYNOPSYS INC

-3.07%

Shares10.5K

Event2026-06-30

Filed2026-07-15

CEG

CONSTELLATION ENERGY

2.19%

Shares18.7K

Event2026-06-30

Filed2026-07-15

CDM ASSOC LLC

0.00%

Shares40

Event2026-06-30

Filed2026-07-15

XLI

INDUSTRIAL SPDR

0.24%

Shares23.9K

Event2026-06-30

Filed2026-07-15

FPA NEW INCOME

1.74%

Shares444.1K

Event2026-06-30

Filed2026-07-15

XLB

MATERIALS SPDR

-11.38%

Shares86.0K

Event2026-06-30

Filed2026-07-15

BALL

BALL CORP, COMMON

-2.23%

Shares69.6K

Event2026-06-30

Filed2026-07-15

IWM

RUSSELL 2000 ISHR

-5.09%

Shares14.3K

Event2026-06-30

Filed2026-07-15

DODGE & COX INTL FD

-0.05%

Shares211.1K

Event2026-06-30

Filed2026-07-15

GS FIN SQ GOVT

-52.32%

Shares3.9M

Event2026-06-30

Filed2026-07-15

VANGUARD SH TX ADM

2.81%

Shares239.9K

Event2026-06-30

Filed2026-07-15

CPRT

COPART INC

-3.45%

Shares128.8K

Event2026-06-30

Filed2026-07-15

NEXTERA ENERGY

-56.09%

Shares40.9K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABS COMMON

-2.70%

Shares39.3K

Event2026-06-30

Filed2026-07-15

FIDELITY S/T TRS BD

15.75%

Shares345.8K

Event2026-06-30

Filed2026-07-15

AMERIPRISE FINL

-2.67%

Shares7.5K

Event2026-06-30

Filed2026-07-15

ADP

AUTO DATA PROCESSING

-13.86%

Shares15.4K

Event2026-06-30

Filed2026-07-15

DIS

DISNEY WALT COMPANY

-7.26%

Shares35.6K

Event2026-06-30

Filed2026-07-15

XLE

ENERGY SPDR

-4.01%

Shares63.1K

Event2026-06-30

Filed2026-07-15

PHILIP MORRIS INTL

0.00%

Shares18.5K

Event2026-06-30

Filed2026-07-15

VANGUARD WNDSR AD II

-7.88%

Shares36.7K

Event2026-06-30

Filed2026-07-15

GOOG

ALPHABET INC CL C

-1.64%

Shares9.0K

Event2026-06-30

Filed2026-07-15

UNP

UNION PACIFIC CORP

222.85%

Shares11.7K

Event2026-06-30

Filed2026-07-15

VANGD TX MNGD S/C

-10.09%

Shares26.2K

Event2026-06-30

Filed2026-07-15

INTC

INTEL CORP

55.13%

Shares22.6K

Event2026-06-30

Filed2026-07-15

NETFLIX

12.68%

Shares44.1K

Event2026-06-30

Filed2026-07-15

VANGUARD L/C INDEX ADM

-3.99%

Shares18.1K

Event2026-06-30

Filed2026-07-15

QUICKSILVER ENT LLC

0.00%

Shares100

Event2026-06-30

Filed2026-07-15

DFA SMALL CAP VALUE

-8.31%

Shares51.3K

Event2026-06-30

Filed2026-07-15

AMGN

AMGEN INC

-3.96%

Shares8.5K

Event2026-06-30

Filed2026-07-15

FIDELITY INTRMD TRS

-11.08%

Shares286.2K

Event2026-06-30

Filed2026-07-15

EEM

MSCI EMG MKT IND ISH

9.45%

Shares39.7K

Event2026-06-30

Filed2026-07-15

CASY

CASEY'S GEN STORE

-3.02%

Shares3.4K

Event2026-06-30

Filed2026-07-15

T ROWE BLUE CHIP

-8.96%

Shares12.5K

Event2026-06-30

Filed2026-07-15

BEAMAN FAMILY FARMS

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

VLO

VALERO ENERGY NEW

7.37%

Shares10.0K

Event2026-06-30

Filed2026-07-15

DFA EMERGING MKTS

-4.07%

Shares73.8K

Event2026-06-30

Filed2026-07-15

UTILITIES SPDR

-1.82%

Shares56.8K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD W HI DIV

-0.71%

Shares15.6K

Event2026-06-30

Filed2026-07-15

S&P 500 INDEX

-0.88%

Shares3.3K

Event2026-06-30

Filed2026-07-15

DEERE AND COMPANY

-0.67%

Shares3.7K

Event2026-06-30

Filed2026-07-15

IJS

S&P S/C 600 VAL ISHR

-0.30%

Shares17.1K

Event2026-06-30

Filed2026-07-15

BRK.A

BERKSHIRE HATH CL A

0.00%

Shares3

Event2026-06-30

Filed2026-07-15

VANGUARD DEV MKT ADM

-1.62%

Shares96.1K

Event2026-06-30

Filed2026-07-15

IJT

S&P S/C 600 GR ISHR

-3.11%

Shares12.3K

Event2026-06-30

Filed2026-07-15

VANGUARD PRIMECAP

9.33%

Shares9.0K

Event2026-06-30

Filed2026-07-15

VANGUARD S/T FED A

-8.02%

Shares205.2K

Event2026-06-30

Filed2026-07-15

CORTEVA INC

0.06%

Shares24.7K

Event2026-06-30

Filed2026-07-15

SAP

SAP AKTIENGESELLSCH

-12.50%

Shares13.5K

Event2026-06-30

Filed2026-07-15

SCHY

SCHWAB INT DVD

-5.66%

Shares65.4K

Event2026-06-30

Filed2026-07-15

RSP

INVESCO S&P 500

-4.01%

Shares9.5K

Event2026-06-30

Filed2026-07-15

SETTLEMENT AGREEMENT

0.00%

Shares2.0M

Event2026-06-30

Filed2026-07-15

VANGUARD SM CAP VAL

-1.83%

Shares18.3K

Event2026-06-30

Filed2026-07-15

VANGD CONS DISC IDX

-7.99%

Shares9.3K

Event2026-06-30

Filed2026-07-15

COCA COLA CO, COMMON

-5.49%

Shares22.4K

Event2026-06-30

Filed2026-07-15

HBAN

HUNTINGTON BANCSHARE

-0.82%

Shares94.9K

Event2026-06-30

Filed2026-07-15

GLW

CORNING INC

1.52%

Shares6.5K

Event2026-06-30

Filed2026-07-15

TQQQ

PROSHARES TR ULTRAPRO QQQ

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-15

VANGUARD INT-TERM

-6.74%

Shares155.9K

Event2026-06-30

Filed2026-07-15

AMERICAN CENTURY ULT

0.00%

Shares16.1K

Event2026-06-30

Filed2026-07-15

VANGUARD IND EXT ADM

7.51%

Shares8.5K

Event2026-06-30

Filed2026-07-15

VANGUARD COMM SERVS

-9.57%

Shares16.9K

Event2026-06-30

Filed2026-07-15

PSX

PHILLIPS 66

-3.81%

Shares9.1K

Event2026-06-30

Filed2026-07-15

GATEWAY FUND

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-15

DFAC

DIMENSIONAL ETF TR

0.00%

Shares34.2K

Event2026-06-30

Filed2026-07-15

VANGUARD FINL IDX

-8.09%

Shares22.9K

Event2026-06-30

Filed2026-07-15

VANGUARD RE INDEX

-1.47%

Shares11.1K

Event2026-06-30

Filed2026-07-15

VANGUARD TOT INTL ST

17.83%

Shares30.3K

Event2026-06-30

Filed2026-07-15

NUE

NUCOR CORP

-0.50%

Shares6.2K

Event2026-06-30

Filed2026-07-15

VEA

VAN FTSE DEV MKT

24.02%

Shares19.3K

Event2026-06-30

Filed2026-07-15

VANGUARD HLTHCR IDX

-7.61%

Shares9.0K

Event2026-06-30

Filed2026-07-15

COLUMBIA CORP INC FUND I

0.00%

Shares146.9K

Event2026-06-30

Filed2026-07-15

EFA

MSCI EAFE ISHR

-9.42%

Shares12.5K

Event2026-06-30

Filed2026-07-15

MLC PROPERTIES LLC

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

LNT

ALLIANT CORP

-1.28%

Shares16.1K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD REIT IN ETF

4.32%

Shares12.7K

Event2026-06-30

Filed2026-07-15

ORACLE SYSTEMS

-5.09%

Shares8.0K

Event2026-06-30

Filed2026-07-15

SETTLEMENT AGREEMENT

0.00%

Shares1.1M

Event2026-06-30

Filed2026-07-15

0.00%

Shares48

Event2026-06-30

Filed2026-07-15

BLACKBIRD FARMS

0.00%

Shares48

Event2026-06-30

Filed2026-07-15

CWB

BARCLAY CONV SEC SDR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-15

ALLERIAN MLP ETF

-5.03%

Shares19.9K

Event2026-06-30

Filed2026-07-15

VG CALIFORNIA INTERM TAX EXMPT

0.00%

Shares85.9K

Event2026-06-30

Filed2026-07-15

PANW

PALO ALTO NETWORKS

-8.34%

Shares2.9K

Event2026-06-30

Filed2026-07-15

AWK

AMERICAN WTR CO

-19.56%

Shares7.4K

Event2026-06-30

Filed2026-07-15

VANGRD FTSE SOC IDX

-0.52%

Shares13.4K

Event2026-06-30

Filed2026-07-15

VANGUARD INDUSTRIALS

-7.90%

Shares5.1K

Event2026-06-30

Filed2026-07-15

QQQ

INVESCO QQQ TRSER 1

-1.86%

Shares1.3K

Event2026-06-30

Filed2026-07-15

ALTRIA GROUP INC

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-15

VANG INST'L INDEX FD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

CNI

CAN NATL RAILWAY

63.92%

Shares7.4K

Event2026-06-30

Filed2026-07-15

MASTERCARD

-16.27%

Shares1.6K

Event2026-06-30

Filed2026-07-15

PARNASSUS CORE EQ-IN

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-15

AMERICAN EURO GRWTH

-0.19%

Shares12.9K

Event2026-06-30

Filed2026-07-15

SCHP

SCHW STR US TIPS ETF

0.00%

Shares30.4K

Event2026-06-30

Filed2026-07-15

OMC

OMNICOM GROUP INC

-6.08%

Shares10.7K

Event2026-06-30

Filed2026-07-15

NORTHERN GLOBAL SUST

0.00%

Shares26.9K

Event2026-06-30

Filed2026-07-15

FIDELITY GROWTH

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-15

COR

CENCORA, INC

35.90%

Shares2.6K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC, COM

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-15

ELV

ELEVANCE HEALTH

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY 4.431 1/23/30

0.00%

Shares735.0K

Event2026-06-30

Filed2026-07-15

LMT

LOCKHEED MARTIN

-10.15%

Shares1.4K

Event2026-06-30

Filed2026-07-15

FED MDT L/C VAL

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-15

VANGUARD TOTAL STOCK

-6.68%

Shares3.8K

Event2026-06-30

Filed2026-07-15

EMR

EMERSON ELEC CO, COM

27.52%

Shares4.6K

Event2026-06-30

Filed2026-07-15

JKHY

JACK HENRY & ASSOC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-15

MFS VALUE FUND CLI

-0.02%

Shares12.4K

Event2026-06-30

Filed2026-07-15

MFS INT'L NEW DISC

-6.41%

Shares18.0K

Event2026-06-30

Filed2026-07-15

FORD MOTOR CO

-7.52%

Shares45.7K

Event2026-06-30

Filed2026-07-15

VERIZON COMM

9.76%

Shares15.0K

Event2026-06-30

Filed2026-07-15

MRGAN, DN WTTR, DISC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

TROWE PRICE OVERSEAS

0.01%

Shares35.5K

Event2026-06-30

Filed2026-07-15

MICROCHIP TECH

-0.72%

Shares6.9K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA MOTORS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-15

MFS MID CAP GRWTH FD

0.00%

Shares20.3K

Event2026-06-30

Filed2026-07-15

VANG CONS STAP IDX

-8.34%

Shares5.6K

Event2026-06-30

Filed2026-07-15

MFS GROWTH FD CL I

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

T ROWE PRICE MID CAP

-1.18%

Shares5.9K

Event2026-06-30

Filed2026-07-15

MTUM

ISHARES MSCI US MTUM

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

VXF

VAN EXT MKT

-1.66%

Shares2.4K

Event2026-06-30

Filed2026-07-15

AFL

AFLAC INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-15

VTEB

VG TAX-EXEMPT BND

-28.79%

Shares11.8K

Event2026-06-30

Filed2026-07-15

AM NEW WORLD FD F3

-6.08%

Shares5.3K

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS

0.00%

Shares564

Event2026-06-30

Filed2026-07-15

LZB

LA-Z BOY

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEV

New

Shares973

Event2026-06-30

Filed2026-07-15

SYY

SYSCO CORP

0.12%

Shares6.8K

Event2026-06-30

Filed2026-07-15

AUNT DIANA FUDGE

0.00%

Shares900

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP

-1.83%

Shares1.3K

Event2026-06-30

Filed2026-07-15

GGG

GRACO INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-15

FIDELITY MAGELLAN

-23.38%

Shares34.5K

Event2026-06-30

Filed2026-07-15

SCHWAB FUNDAMENTAL

-40.56%

Shares14.6K

Event2026-06-30

Filed2026-07-15

MZTI

LANCASTER COLONY

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-15

PARKER HANNIFIN CORP

0.00%

Shares540

Event2026-06-30

Filed2026-07-15

VANGUARD BAL IND ADM

8.17%

Shares9.7K

Event2026-06-30

Filed2026-07-15

VANGUARD SM CP GRWTH

-42.64%

Shares4.1K

Event2026-06-30

Filed2026-07-15

IMPAX INTER SUST ECONOMY FUND I

0.00%

Shares38.9K

Event2026-06-30

Filed2026-07-15

INVESCO BAL RISK CMMDTY FUND

0.00%

Shares64.5K

Event2026-06-30

Filed2026-07-15

NOC

NORTHROP GRUMMAN

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

IWF

RUSSELL 1000 GR ISHR

205.74%

Shares4.1K

Event2026-06-30

Filed2026-07-15

CVS

CVS CORP DELAWARE

68.75%

Shares4.9K

Event2026-06-30

Filed2026-07-15

OPP STL PATH

0.00%

Shares43.1K

Event2026-06-30

Filed2026-07-15

CAH

CARDINAL HEALTH INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-15

VG TOT STK MTK IDX

9.70%

Shares1.4K

Event2026-06-30

Filed2026-07-15

LINCOLN NATL LIFE

0.00%

Shares1

Event2026-06-30

Filed2026-07-15

GVI

ISHARES INTERM GOV/CRED BOND ET

-80.73%

Shares4.6K

Event2026-06-30

Filed2026-07-15

VG COMMDTY FUND

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-15

BMO

BANK OF MONTREAL

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-15

ROP

ROPER INDUSTRIES INC

-1.32%

Shares1.3K

Event2026-06-30

Filed2026-07-15

DUK

DUKE ENERGY CORP

-13.80%

Shares3.6K

Event2026-06-30

Filed2026-07-15

INGERSOLL RAND 5.314 6/15/31

-5.56%

Shares425.0K

Event2026-06-30

Filed2026-07-15

VEU

VG FTSE AW EX US ETF

4.18%

Shares5.2K

Event2026-06-30

Filed2026-07-15

GS EQU DIV & PREM I

-4.63%

Shares21.3K

Event2026-06-30

Filed2026-07-15

IDV

ISHARES TR

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-15

KMI

KINDER MORGAN

-0.67%

Shares13.0K

Event2026-06-30

Filed2026-07-15

EXR

EXTRA SPACE STO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-15

CMCSA

COMCAST CL A

-33.51%

Shares16.7K

Event2026-06-30

Filed2026-07-15

NSC

NORFOLK SOUTHERN

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-15

VANGUARD ENRGY IDX

-5.21%

Shares5.4K

Event2026-06-30

Filed2026-07-15

IYF

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-15

ROGERS MARKETS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

PFE

PFIZER INC

-2.36%

Shares16.5K

Event2026-06-30

Filed2026-07-15

STLD

STEEL DYNAMICS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

VANGUARD EMERG MKTS

-12.83%

Shares7.7K

Event2026-06-30

Filed2026-07-15

CME

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-15

GLD

SPDR GOLD

-4.17%

Shares988

Event2026-06-30

Filed2026-07-15

MRVL

MARVELL TECH

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

IBB

BIOTECH INDEX ISHR

-1.47%

Shares1.8K

Event2026-06-30

Filed2026-07-15

COLGATE PALMOLIVE, C

4.17%

Shares3.8K

Event2026-06-30

Filed2026-07-15

VCIT

VAN INT-TERM CORP

-6.86%

Shares4.1K

Event2026-06-30

Filed2026-07-15

OEF

S&P 100 ISHR

0.00%

Shares915

Event2026-06-30

Filed2026-07-15

BDX

BECTON DICKINSON

-15.01%

Shares2.2K

Event2026-06-30

Filed2026-07-15

ARTISAN DEV WORLD FD

-24.88%

Shares14.6K

Event2026-06-30

Filed2026-07-15

EPD

ENTERPRISE PROD LTD

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

New

Shares441

Event2026-06-30

Filed2026-07-15

VTRS

VIATRIS

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-15

COMMUNITY FINANCIAL CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-15

TMO

THERMO FISHER SCI

-3.55%

Shares625

Event2026-06-30

Filed2026-07-15

INBK

1ST INTERNET BK IN

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-15

JPC

NUVEEN PRE COM

0.00%

Shares39.3K

Event2026-06-30

Filed2026-07-15

TWLO

TWILIO INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINE

1.21%

Shares1.1K

Event2026-06-30

Filed2026-07-15

MPC

MARATHON PETROLEUM

-31.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

VANGUARD US GWTH INV

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-15

L RYAN PN DTD 12-1-25 6.5 $310

0.00%

Shares310.9K

Event2026-06-30

Filed2026-07-15

KLAC

KLA-TENCOR CORP

New

Shares960

Event2026-06-30

Filed2026-07-15

VANGUARD LARGE CAP

-4.33%

Shares839

Event2026-06-30

Filed2026-07-15

12.565 OWNER INT

0.00%

Shares2

Event2026-06-30

Filed2026-07-15

BLACKSTONE GROUP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-15

COLUMBIA CONTRARIAN

-8.71%

Shares6.5K

Event2026-06-30

Filed2026-07-15

IYH

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-15

NSRGY

NESTLE SA ADR

New

Shares2.7K

Event2026-06-30

Filed2026-07-15

IWO

RUSSEL 2000 GWTH

0.00%

Shares700

Event2026-06-30

Filed2026-07-15

TFC

TRUIST FIN COM

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-15

TROWE S/C VALUE

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-15

ITW

IL TOOL WORKS INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-15

WASTE MANAGEMENT

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-15

RSG

REPUBLIC SERVICES

-7.61%

Shares1.3K

Event2026-06-30

Filed2026-07-15

SLB

SCHLUMBERGER LTD

-33.54%

Shares5.7K

Event2026-06-30

Filed2026-07-15

VANGUARD UTIL IDX

-8.92%

Shares2.7K

Event2026-06-30

Filed2026-07-15

-4.19%

Shares708

Event2026-06-30

Filed2026-07-15

HUBB

HUBBELL INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-15

DVY

DJ SEL DVD ISH

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD EMG MKT ETF

-4.54%

Shares4.2K

Event2026-06-30

Filed2026-07-15

ADOBE SYSTEMS INC

-21.96%

Shares1.2K

Event2026-06-30

Filed2026-07-15

MAINSTAY HY MUNI I

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-15

QUANTA

New

Shares324

Event2026-06-30

Filed2026-07-15

ITOT

S&P TOT US

New

Shares1.4K

Event2026-06-30

Filed2026-07-15

KEY

KEYCORP

New

Shares9.9K

Event2026-06-30

Filed2026-07-15

LORD ABBETT ULTRA SH

New

Shares22.0K

Event2026-06-30

Filed2026-07-15

LKFN

LAKELAND FINL

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-15

VANGUARD GRWTH & INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-15

FIDELITY ST TAX FREE

0.00%

Shares17.9K

Event2026-06-30

Filed2026-07-15

GEV

GEV VERNOVA

New

Shares176

Event2026-06-30

Filed2026-07-15

IYJ

ISHARES TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

HCA

HCA HOLDINGS

0.00%

Shares525

Event2026-06-30

Filed2026-07-15

FED GOVT TAX MAN P

-6.05%

Shares204.3K

Event2026-06-30

Filed2026-07-15

WELL

WELLTOWER INC

New

Shares900

Event2026-06-30

Filed2026-07-15

CRYSTAL VALLEY FIN

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-15

USB

US BANCORP DEL

New

Shares3.3K

Event2026-06-30

Filed2026-07-15

VANGUARD GNMA ADM

0.00%

Shares20.9K

Event2026-06-30

Filed2026-07-15

EVV

EATON VANCE LIMITED DURATION IN

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-15

NVG

NUVEEN ENH AMT FR

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-15

PIMCO INC FUND INST

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-15

VANGUARD HIGH YLD BD

0.00%

Shares27.5K

Event2026-06-30

Filed2026-07-15

COLUMBIA ULTRA SHORT DURATION M

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-15

RICHARD G HALSTEAD 4.77 DUE 12

-1.79%

Shares86.5K

Event2026-06-30

Filed2026-07-15

MORGAN STANLEY BANK 4.800 DUE

0.00%

Shares75.0K

Event2026-06-30

Filed2026-07-15

FEDERATED KAUFMANN

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-15

PERSIMMONS INC

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-15

ABI FMB CL 3543986

0.00%

Shares6.0M

Event2026-06-30

Filed2026-07-15

ABI FMB LOC #5471834

0.00%

Shares405.0K

Event2026-06-30

Filed2026-07-15

A/B/I-LOC#5299624

0.00%

Shares1.0M

Event2026-06-30

Filed2026-07-15

ABI FM CL 1228820100

0.00%

Shares1.0M

Event2026-06-30

Filed2026-07-15

ABI FMB LN #5463327

0.00%

Shares39.3K

Event2026-06-30

Filed2026-07-15

ABI FMB LOC 5831458

0.00%

Shares600.0K

Event2026-06-30

Filed2026-07-15

ASSIGN. OF BEN. INT.

0.00%

Shares100.0K

Event2026-06-30

Filed2026-07-15

DEL LIFE REGATTA

0.00%

Shares350.8K

Event2026-06-30

Filed2026-07-15

FMB LOC 5478936

0.00%

Shares500.0K

Event2026-06-30

Filed2026-07-15

LOC #3243385

0.00%

Shares3.8M

Event2026-06-30

Filed2026-07-15

LOC5299934

0.00%

Shares395.0K

Event2026-06-30

Filed2026-07-15

ABI LN #3448746

0.00%

Shares50.0K

Event2026-06-30

Filed2026-07-15

FMB LOC 5814715

0.00%

Shares500.0K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available