pac.money

Traded stocks

2,275 tickers · 16,114 of 47,796 trades disclose one
2,275tickers
16,114trades
$1.7Best. volume
Ticker Company Trades Buys Sells Traders Est. volume Last traded
MSFT Microsoft Corporation - Common Stock 243 110 133 66 $71.3M Aug 27, 2026
NVDA NVIDIA Corporation - Common Stock 204 118 86 42 $23M Aug 18, 2026
AAPL Apple Inc. - Common Stock 181 81 100 66 $52.3M Aug 18, 2026
AMZN Amazon.com, Inc. - Common Stock 170 100 70 51 $9.4M Aug 11, 2026
UNH UnitedHealth Group Incorporated Common Stock 110 54 56 39 $2.4M Jul 30, 2026
META Meta Platforms, Inc. - Class A Common Stock 107 63 44 34 $3.1M Aug 20, 2026
AVGO Broadcom Inc. - Common Stock 104 50 54 32 $4.6M Aug 26, 2026
GOOGL Alphabet Inc. - Class A Common Stock 102 44 58 37 $10.7M Aug 27, 2026
GOOG Alphabet Inc. - Class C Capital Stock 93 48 45 33 $3.3M Jun 23, 2026
TKNO Alpha Teknova Inc 92 1 91 1 $981K Aug 12, 2026
V Visa Inc. 82 40 42 34 $1.5M Jul 30, 2026
HD Home Depot, Inc. 78 41 37 28 $1.3M Aug 24, 2026
TSLA Tesla, Inc. - Common Stock 76 42 34 19 $1.4M Aug 18, 2026
JNJ Johnson & Johnson Common Stock 75 32 43 30 $1.5M Aug 27, 2026
LLY Eli Lilly and Company Common Stock 72 27 45 27 $1.3M Jul 10, 2026
JPM JP Morgan Chase & Co. Common Stock 71 32 39 36 $1.6M Jun 10, 2026
GS Goldman Sachs Group, Inc. 70 38 32 23 $7.6M Aug 26, 2026
ANET Arista Networks, Inc. 69 20 49 15 $888.5K Jul 10, 2026
NFLX Netflix, Inc. - Common Stock 68 39 29 29 $2.7M Aug 12, 2026
PG Procter & Gamble Company 68 27 41 35 $1.4M Aug 24, 2026
BRK.B Berkshire Hathaway Inc. New Common Stock 67 32 35 22 $1.7M Aug 7, 2026
AMD Advanced Micro Devices, Inc. 63 40 23 19 $1.2M Aug 18, 2026
CRM Salesforce, Inc. Common Stock 62 29 33 25 $899.5K Jun 2, 2026
ACOPF A2 Milk Co Ltd 61 14 47 1 $512.5K May 27, 2021
ACN Accenture plc Class A Ordinary Shares 60 16 44 25 $1.3M Aug 11, 2026
TSM Taiwan Semiconductor Manufacturing Company Ltd. 60 34 26 17 $2.3M Jul 10, 2026
PLTR Palantir Technologies Inc. - Class A Common Stock 58 33 25 16 $1.4M Jul 17, 2026
INTC Intel Corporation - Common Stock 56 29 27 22 $38.9M Jul 24, 2026
ADBE Adobe Inc. - Common Stock 55 24 31 20 $997K Aug 14, 2026
IBM International Business Machines Corporation Common Stock 55 28 27 18 $1M Aug 24, 2026
MU Micron Technology, Inc. 55 44 11 17 $1.1M Jul 10, 2026
MA Mastercard Incorporated Common Stock 54 14 40 20 $1.4M Jun 8, 2026
ORCL Oracle Corporation Common Stock 54 18 36 24 $884.5K May 7, 2026
WMT Walmart Inc. Common Stock 54 25 29 28 $886.5K Aug 26, 2026
ABT Abbott Laboratories Common Stock 53 20 32 24 $564.5K Jul 30, 2026
CVX Chevron Corporation Common Stock 53 18 34 27 $1.7M Jul 2, 2026
PEP Pepsico, Inc. 53 17 36 29 $1M Jul 30, 2026
UPS United Parcel Service, Inc. Common Stock 53 20 33 19 $680.5K Jul 10, 2026
NOW ServiceNow, Inc. Common Stock 49 23 26 21 $758K May 18, 2026
SPY SPDR S&P 500 ETF Trust 49 40 9 13 $10.5M Jun 16, 2026
UBER Uber Technologies, Inc. Common Stock 49 23 26 19 $1.5M Jul 17, 2026
BLK BlackRock, Inc. Common Stock 48 15 33 18 $1.2M Jul 30, 2026
MRK Merck & Company, Inc. Common Stock 47 21 26 20 $670K Aug 19, 2026
PYPL PayPal Holdings, Inc. - Common Stock 47 18 29 22 $1.4M Jul 30, 2026
INTU Intuit Inc. - Common Stock 46 19 27 18 $1M Aug 18, 2026
VZ Verizon Communications Inc. Common Stock 46 13 33 26 $1M Jul 17, 2026
XOM Exxon Mobil Corporation Common Stock 46 19 22 26 $1.1M Jul 20, 2026
ABBV AbbVie Inc. Common Stock 45 25 20 17 $518.5K May 5, 2026
BSX Boston Scientific Corporation Common Stock 44 16 28 11 $492.5K Aug 18, 2026
ETN Eaton Corporation, PLC Ordinary Shares 44 20 24 20 $726.5K Aug 27, 2026
LRCX Lam Research Corporation - Common Stock 44 14 30 17 $1.2M Aug 13, 2026
T AT&T Inc. 44 19 25 22 $741K Aug 14, 2026
BAC Bank of America Corporation Common Stock 43 20 23 18 $533.5K Jul 20, 2026
NEE NextEra Energy, Inc. Common Stock 42 15 27 20 $2.2M Jul 30, 2026
TXN Texas Instruments Incorporated - Common Stock 41 16 25 20 $1.8M Apr 14, 2026
CMCSA Comcast Corporation - Class A Common Stock 40 9 31 21 $558.5K Aug 5, 2026
TMO Thermo Fisher Scientific Inc Common Stock 40 12 28 20 $674.5K Jul 10, 2026
BRO Brown & Brown, Inc. Common Stock 39 19 20 10 $479K Aug 25, 2026
COST Costco Wholesale Corporation - Common Stock 39 17 22 20 $835.5K Jul 30, 2026
PFE Pfizer, Inc. Common Stock 39 11 28 22 $1M Jun 8, 2026
AMGN Amgen Inc. - Common Stock 38 16 22 20 $642.5K Aug 26, 2026
HOOD Robinhood Markets, Inc. - Class A Common Stock 38 16 22 8 $3.3M Jul 17, 2026
PANW Palo Alto Networks, Inc. 38 22 16 17 $3.8M Jul 31, 2026
ASML ASML Holding N.V. - New York Registry Shares 37 23 14 13 $412K Mar 31, 2026
SBUX Starbucks Corporation - Common Stock 37 9 28 23 $443K Apr 15, 2026
BA Boeing Company 36 16 20 17 $526.5K Aug 13, 2026
COP ConocoPhillips Common Stock 36 15 21 15 $600K Jun 10, 2026
DASH DoorDash, Inc. - Common Stock 36 25 11 9 $361.5K Aug 28, 2026
F Ford Motor Company Common Stock 36 21 15 9 $1.6M Apr 9, 2026
KO Coca-Cola Company 36 19 17 18 $738K Jul 21, 2026
MS Morgan Stanley Common Stock 36 17 19 17 $446.5K Jul 10, 2026
PGR Progressive Corporation 36 18 18 14 $428.5K Jul 17, 2026
TTD The Trade Desk, Inc. - Class A Common Stock 36 18 18 8 $386K Aug 18, 2026
HOG Harley-Davidson, Inc. Common Stock 35 22 13 2 $2.6M Apr 7, 2026
DIS Walt Disney Company 34 8 26 26 $3.5M Aug 10, 2026
PAYX Paychex, Inc. - Common Stock 34 13 21 15 $579.5K Aug 25, 2026
TSCO Tractor Supply Company - Common Stock 34 16 18 9 $394.5K Aug 25, 2026
HCXLF Hiscox Ltd 33 0 33 1 $264K Feb 16, 2021
MMM 3M Company Common Stock 33 14 19 12 $380K Apr 28, 2026
UNP Union Pacific Corporation Common Stock 33 14 19 18 $772.5K Jun 10, 2026
AXP American Express Company Common Stock 32 17 15 16 $570K Jun 10, 2026
CSCO Cisco Systems, Inc. - Common Stock 32 14 18 20 $537K Jul 30, 2026
HON Honeywell International Inc. 32 9 23 23 $519K Jul 10, 2026
MCD McDonald's Corporation Common Stock 32 12 20 19 $884K Aug 11, 2026
MCK McKesson Corporation Common Stock 32 19 13 12 $427.5K Jul 8, 2026
VIG Vanguard Dividend Appreciation Index Fund ETF Class Shares 32 18 14 6 $4M Mar 9, 2026
ZTS Zoetis Inc. Class A Common Stock 32 16 16 10 $494.5K Jul 17, 2026
AMAT Applied Materials, Inc. - Common Stock 31 21 10 15 $997K Aug 6, 2026
CACC Credit Acceptance Corp. 31 29 2 1 $248K Feb 4, 2021
DHR Danaher Corporation Common Stock 31 9 22 20 $653.5K Mar 27, 2026
GE GE Aerospace Common Stock 31 11 20 16 $571.5K Jun 16, 2026
KMB Kimberly-Clark Corp. 31 13 18 10 $513K Aug 18, 2026
PM Philip Morris International, Inc. 31 11 20 15 $729K Jun 10, 2026
PWR Quanta Services, Inc. Common Stock 30 12 18 11 $447.5K Aug 27, 2026
QCOM QUALCOMM Incorporated - Common Stock 30 13 17 18 $1.9M Aug 19, 2026
WFC Wells Fargo & Company Common Stock 30 18 12 16 $405K Jun 1, 2026
ANTM Anthem, Inc. 29 29 0 1 $624K Jun 29, 2021
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share 29 18 11 8 $731K Jul 24, 2026
CI The Cigna Group Common Stock 29 10 19 10 $448K Mar 27, 2026
DE Deere & Company Common Stock 29 12 17 15 $415K Jul 10, 2026
ISRG Intuitive Surgical, Inc. - Common Stock 29 13 16 12 $655.5K May 18, 2026
MKL Markel Group Inc. Common Stock 29 19 10 4 $613K Aug 25, 2026
RTX RTX Corporation Common Stock 29 13 16 15 $931K Jun 10, 2026
SYK Stryker Corporation Common Stock 29 12 17 10 $586.5K Jul 22, 2026
BMY Bristol-Myers Squibb Company Common Stock 28 8 20 14 $340K May 7, 2026
LMT Lockheed Martin Corporation Common Stock 28 15 13 17 $389K Jun 8, 2026
LOW Lowe's Companies, Inc. Common Stock 28 8 20 18 $413.5K Aug 24, 2026
MDT Medtronic plc. Ordinary Shares 28 8 20 16 $462.5K Aug 24, 2026
TDG Transdigm Group Incorporated Common Stock 28 19 9 7 $513.5K Aug 25, 2026
W Wayfair, Inc. 28 3 25 3 $456K May 11, 2026
ADI Analog Devices, Inc. - Common Stock 27 9 18 13 $356.5K Jul 30, 2026
COIN Coinbase Global, Inc. - Class A Common Stock 27 10 17 8 $2.6M Aug 18, 2026
GDDY GoDaddy Inc. Class A Common Stock 27 9 18 6 $289.5K Jun 16, 2026
PH Parker-Hannifin Corporation Common Stock 27 10 17 10 $307.5K Aug 11, 2026
WDAY Workday, Inc. - Class A Common Stock 27 14 13 10 $430K Aug 18, 2026
APP Applovin Corporation - Class A Common Stock 26 14 12 6 $330.5K Aug 18, 2026
ERFSF Eurofins Scientific Shs 26 0 26 1 $208K Apr 28, 2021
FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock 26 16 9 5 $1.2M Aug 25, 2026
SHW Sherwin-Williams Company 26 10 16 11 $373K Jun 10, 2026
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 26 26 0 2 $5.1M Apr 22, 2025
WAB Westinghouse Air Brake Technologies Corporation Common Stock 26 6 20 9 $889K Aug 25, 2026
CAT Caterpillar, Inc. Common Stock 25 16 9 10 $556.5K Jun 10, 2026
DODFX Dodge & Cox International Stock Fund 25 23 2 2 $5M Apr 22, 2025
FB Facebook, Inc 25 7 18 9 $383K Nov 18, 2025
ICE Intercontinental Exchange Inc. Common Stock 25 16 9 11 $291.5K Jul 30, 2026
MUB iShares National Muni Bond ETF 25 17 8 7 $984.5K Mar 27, 2026
TGT Target Corporation Common Stock 25 10 15 12 $489.5K Sep 23, 2025
THE Coca Cola Company 25 20 5 1 $389.5K Dec 17, 2025
VTEB Vanguard Tax-Exempt Bond Index Fund ETF Shares 25 13 12 3 $120.3M Jul 1, 2026
APD Air Products and Chemicals, Inc. Common Stock 24 8 16 11 $290K Jul 30, 2026
BITB Bitwise Bitcoin ETF 24 24 0 1 $1.2M Nov 28, 2025
BX Blackstone Inc. Common Stock 24 10 14 12 $550.5K Mar 27, 2026
CHRW C.H. Robinson Worldwide, Inc. - Common Stock 24 17 7 5 $506K Aug 25, 2026
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock 24 15 9 12 $357K Jul 17, 2026
FIS Fidelity National Information Services, Inc. Common Stock 24 11 13 10 $524K Jul 10, 2026
GAJPX Goldman Sachs Dynamic Municipal Income Fund Class P Shares 24 24 0 1 $2.6M Apr 23, 2025
GGLPX Goldman Sachs High Yield Municipal Fund Class P Shares 24 24 0 1 $2.5M Apr 23, 2025
HUBB Hubbell Inc Common Stock 24 19 5 4 $506K Aug 25, 2026
KVUE Kenvue Inc. Common Stock 24 12 12 9 $216.5K Aug 5, 2026
LBRT Liberty Energy Inc. 24 0 24 1 $21.6M Mar 21, 2025
LIN Linde plc - Ordinary Shares 24 10 14 15 $609K Aug 10, 2026
NKE Nike, Inc. Common Stock 24 10 14 15 $290K Apr 4, 2225
NVO Novo Nordisk A/S Common Stock 24 16 8 9 $290K Mar 30, 2026
SPGI S&P Global Inc. Common Stock 24 9 15 15 $473K Jul 8, 2026
C Citigroup, Inc. Common Stock 23 12 11 12 $563K Apr 16, 2026
CMG Chipotle Mexican Grill, Inc. Common Stock 23 8 15 10 $558.5K Apr 2, 2026
TNA Direxion Daily Small Cap Bull 3X ETF 23 20 3 1 $2.1M May 27, 2025
CSGP CoStar Group, Inc. - Common Stock 22 15 7 7 $249.5K Aug 19, 2026
DG Dollar General Corporation Common Stock 22 11 11 12 $392K Jan 30, 2026
NXPI NXP Semiconductors N.V. - Common Stock 22 14 8 10 $176K Aug 5, 2026
QQQ Invesco QQQ Trust, Series 1 22 14 8 6 $624K Mar 16, 2026
SAP Sap SE Ads 22 11 11 7 $200.5K Mar 30, 2026
SCHW Charles Schwab Corporation 22 9 13 13 $249.5K Mar 30, 2026
CARR Carrier Global Corporation Common Stock 21 7 14 8 $384K Aug 14, 2026
CB Chubb Limited Common Stock 21 7 14 15 $624.5K Aug 19, 2026
GD General Dynamics Corporation Common Stock 21 7 14 14 $192.5K Jun 10, 2026
IDXX IDEXX Laboratories, Inc. - Common Stock 21 11 10 5 $426.5K Jan 30, 2026
ITW Illinois Tool Works Inc. Common Stock 21 8 13 11 $335K Jul 30, 2026
IWF iShares Russell 1000 Growth ETF 21 14 7 6 $2.1M Jul 15, 2026
KR Kroger Company 21 12 9 8 $559.5K Jul 24, 2026
LH Labcorp Holdings Inc. Common Stock 21 14 7 5 $335K Aug 25, 2026
LHX L3Harris Technologies, Inc. Common Stock 21 10 11 10 $408.5K Jul 30, 2026
VRSK Verisk Analytics, Inc. - Common Stock 21 9 12 8 $168K Aug 18, 2026
ADP Automatic Data Processing, Inc. - Common Stock 20 9 11 12 $418.5K Jul 30, 2026
CAG ConAgra Brands, Inc. Common Stock 20 8 12 6 $184.5K Jun 16, 2026
CNC Centene Corporation Common Stock 20 14 6 6 $523K Aug 18, 2025
DELL Dell Technologies Inc. Class C Common Stock 20 12 8 8 $307K Jun 4, 2026
ELV Elevance Health, Inc. Common Stock 20 8 12 10 $325K May 18, 2026
FOUR Shift4 Payments Inc. Class A Common Stock 20 20 0 1 $76.1M May 12, 2026
GILD Gilead Sciences, Inc. - Common Stock 20 14 6 9 $209K May 6, 2026
HSY The Hershey Company Common Stock 20 12 8 10 $227K Jul 10, 2026
IT Gartner, Inc. Common Stock 20 7 13 7 $361K Apr 14, 2026
IVV iShares Core S&P 500 ETF 20 16 3 8 $1.8M May 27, 2026
LULU lululemon athletica inc. - Common Stock 20 7 13 11 $282.5K Mar 13, 2026
MDLZ Mondelez International, Inc. - Class A Common Stock 20 3 17 13 $160K Aug 5, 2026
MELI MercadoLibre, Inc. - Common Stock 20 13 7 7 $233.5K Jun 10, 2026
NSC Norfolk Southern Corporation Common Stock 20 7 13 10 $425K Mar 27, 2026
SLB Schlumberger N.V. Common Stock 20 8 12 10 $300.5K Jan 30, 2026
TJX TJX Companies, Inc. 20 8 12 9 $434.5K Jun 10, 2026
VOO Vanguard 500 Index Fund ETF Shares 20 15 5 7 $1.9M Oct 30, 2025
WRB W.R. Berkley Corporation Common Stock 20 2 18 2 $160K Jun 5, 2026
BJ BJ's Wholesale Club Holdings, Inc. Common Stock 19 9 10 3 $152K Mar 5, 2026
CCI Crown Castle Inc. Common Stock 19 5 14 12 $201K Aug 18, 2026
CVS CVS Health Corporation Common Stock 19 6 13 13 $201K Mar 27, 2026
DEO Diageo plc Common Stock 19 5 14 10 $943K Aug 5, 2026
ENTG Entegris, Inc. - Common Stock 19 12 7 2 $319K Aug 25, 2026
IWM iShares Russell 2000 ETF 19 7 12 8 $359.5K May 27, 2026
OKTA Okta, Inc. - Class A Common Stock 19 5 14 6 $19.7M Jul 17, 2026
ORLY O'Reilly Automotive, Inc. - Common Stock 19 8 11 9 $225.5K Apr 24, 2026
PNC The PNC Financial Services Group, Inc. 19 3 16 9 $243.5K Mar 27, 2026
SHOP Shopify Inc. - Class A Subordinate Voting Shares 19 9 10 9 $310.5K Feb 3, 2026
SNPS Synopsys, Inc. - Common Stock 19 6 12 10 $310.5K Mar 27, 2026
STE STERIS plc 19 11 8 5 $319K Aug 25, 2026
VTI Vanguard Total Stock Market Index Fund ETF Class Shares 19 17 2 5 $1.9M Feb 3, 2026
WAT Waters Corporation Common Stock 19 10 7 8 $152K Aug 13, 2026
BK The Bank of New York Mellon Corporation Common Stock 18 10 8 6 $211K Feb 17, 2026
COF Capital One Financial Corporation Common Stock 18 10 7 6 $469.5K May 18, 2026
CSX CSX Corporation 18 4 14 10 $389K Jul 10, 2026
FDX FedEx Corporation Common Stock 18 10 8 8 $6.4M Jul 21, 2026
FTNT Fortinet, Inc. - Common Stock 18 8 10 8 $193K Jul 10, 2026
GEV GE Vernova Inc. Common Stock 18 6 12 11 $260K Jun 16, 2026
HY Hyster-Yale, Inc. Class A common stock 18 12 6 2 $1.1M Jan 5, 2026
KMI Kinder Morgan, Inc. Common Stock 18 10 8 8 $144K Mar 27, 2026
LBRDK Liberty Broadband Corp. 18 10 5 4 $2.4M Aug 20, 2026
MIDD The Middleby Corporation - Common Stock 18 1 17 2 $193K Aug 25, 2026
PTC PTC Inc. - Common Stock 18 11 7 5 $193K Mar 27, 2026
REGN Regeneron Pharmaceuticals, Inc. - Common Stock 18 6 12 11 $360K May 15, 2026
SQ Block Inc 18 10 8 5 $144K Mar 13, 2026
TMUS T-Mobile US, Inc. 18 7 11 9 $327K Mar 27, 2026
VIK Viking Holdings Ltd Ordinary Shares 18 2 16 1 $335.5K Aug 25, 2026
VWO VanguardEmerging Markets Stock Index Fund ETF Shares 18 9 9 9 $901.5K Feb 3, 2026
AAL American Airlines Group, Inc. - Common Stock 17 12 5 2 $1.3M Jun 17, 2025
CL Colgate-Palmolive Company Common Stock 17 3 14 10 $136K Aug 19, 2026
DUK Duke Energy Corporation 17 7 10 12 $352K Jul 10, 2026
EGFIX Edgewood Growth Fund Institutional Class Shares 17 7 10 4 $136K Jul 15, 2026
FI Fiserv, Inc. Common Stock 17 9 8 9 $185K Nov 3, 2025
HCA HCA Healthcare, Inc. Common Stock 17 10 7 9 $136K Jun 17, 2026
HDB HDFC Bank Limited Common Stock 17 8 9 3 $136K Apr 13, 2026
HUM Humana Inc. Common Stock 17 9 8 6 $160.5K Mar 27, 2026
KKR KKR & Co. Inc. Common Stock 17 7 10 7 $160.5K Mar 27, 2026
MLSPF Melrose Industries PLC 17 0 17 1 $185K Nov 13, 2020
MRVL Marvell Technology, Inc. - Common Stock 17 9 8 10 $410.5K Jul 17, 2026
NDAQ Nasdaq, Inc. - Common Stock 17 11 6 6 $3.6M Aug 25, 2026
PLD Prologis, Inc. Common Stock 17 10 7 10 $252K Mar 20, 2026
SMCY Yieldmax Smci Optn Inc Strg ETF 17 15 2 1 $1.3M Aug 29, 2025
SPOT Spotify Technology S.A. Ordinary Shares 17 7 10 8 $227.5K Jun 18, 2026
VRTX Vertex Pharmaceuticals Incorporated - Common Stock 17 6 11 10 $209.5K Aug 26, 2026
ADSK Autodesk, Inc. - Common Stock 16 8 8 9 $484.5K Mar 27, 2026
AJG Arthur J. Gallagher & Co. Common Stock 16 5 11 8 $152.5K Mar 27, 2026
ATVI Activision Blizzard, Inc. 16 9 7 1 $128K Nov 30, 2022
AZN AstraZeneca PLC - American Depositary Shares 16 11 5 6 $152.5K Mar 31, 2026
BKNG Booking Holdings Inc. - Common Stock 16 9 7 7 $219.5K Jun 1, 2026
CLF Cleveland-Cliffs Inc 16 9 7 1 $787.5K May 13, 2024
FLEX Flex Ltd. - Ordinary Shares 16 1 15 2 $268.5K May 14, 2026
MDYG SPDR S&P 400 Mid Cap Growth ETF 16 6 10 3 $342K Jan 28, 2026
NOC Northrop Grumman Corporation Common Stock 16 5 11 12 $193.5K Mar 27, 2026
NVS Novartis AG Common Stock 16 8 8 4 $319.5K Mar 31, 2026
PRMSX T Rowe PriceEmerging Markets Stock Fund 16 7 9 1 $177K Jan 20, 2023
SCI Service Corporation International Common Stock 16 1 15 2 $195K Aug 25, 2026
WMB Williams Companies, Inc. 16 7 9 8 $15.6M Aug 20, 2026
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill ETF 15 10 5 4 $812.5K Jan 30, 2026
BSIIX BlackRock Strategic Income Opportunities Portfolio Institutional Shares 15 9 6 2 $2.8M Nov 13, 2025
CDW CDW Corporation - Common Stock 15 5 10 5 $120K Aug 19, 2026
CME CME Group Inc. - Class A Common Stock 15 7 8 9 $144.5K Jun 16, 2026
CMI Cummins Inc. Common Stock 15 8 7 9 $120K Mar 31, 2026
CRDO Credo Technology Group Holding Ltd - Ordinary Shares 15 6 9 3 $242.5K Jul 2, 2026
DHI D.R. Horton, Inc. Common Stock 15 6 9 5 $120K Jan 9, 2026
DVN Devon Energy Corporation Common Stock 15 9 4 7 $701K May 8, 2026
EXPO Exponent, Inc. - Common Stock 15 3 12 3 $22.6M Sep 11, 2025
FCX Freeport-McMoRan, Inc. Common Stock 15 7 8 10 $144.5K Apr 15, 2026
FISV Fiserv, Inc. - Common Stock 15 6 9 8 $311.5K Apr 14, 2026
GIS General Mills, Inc. Common Stock 15 8 7 7 $454K Jun 16, 2026
GLW Corning Incorporated Common Stock 15 11 4 8 $427.5K May 13, 2026
HWM Howmet Aerospace Inc. Common Stock 15 4 11 6 $187K Aug 11, 2026
IBP Installed Building Products, Inc. Common Stock 15 9 6 2 $120K Aug 14, 2026
IJH iShares Core S&P Mid-Cap ETF 15 5 10 7 $309.5K Dec 26, 2025
LDOS Leidos Holdings, Inc. 15 0 15 3 $1.3M Mar 27, 2026
LPLA LPL Financial Holdings Inc. - Common Stock 15 13 2 3 $278.5K Jun 11, 2026
MLM Martin Marietta Materials, Inc. Common Stock 15 9 6 5 $536K Aug 25, 2026
MPC Marathon Petroleum Corporation Common Stock 15 3 12 5 $169K Jul 24, 2026
NET Cloudflare, Inc. Class A Common Stock 15 8 7 5 $144.5K Aug 18, 2026
NSRGY Nestle S.A S/ADR 15 4 11 6 $211.5K Jun 1, 2026
SNOW Snowflake Inc. Class A Common Stock 15 10 5 7 $144.5K Aug 7, 2026
STZ Constellation Brands, Inc. Common Stock 15 6 9 8 $169K Jul 17, 2026
VONG Vanguard Russell 1000 Growth Index Fund ETF Shares 15 10 5 5 $20.3M Jul 15, 2026
AMCR Amcor plc Ordinary Shares 14 8 5 8 $328K Aug 10, 2026
ASND Ascendis Pharma 14 0 14 1 $112K Oct 7, 2021
BDX Becton, Dickinson and Company Common Stock 14 4 10 11 $185.5K May 21, 2026
BHP BHP Group Limited American Depositary Shares 14 7 7 4 $112K Nov 19, 2025
CPAY Corpay, Inc. Common Stock 14 4 10 1 $185.5K Aug 7, 2026
EME EMCOR Group, Inc. Common Stock 14 8 6 4 $279K Aug 25, 2026
EMR Emerson Electric Company Common Stock 14 7 7 8 $179K Jul 30, 2026
HAL Halliburton Company Common Stock 14 6 8 4 $234.5K Jan 9, 2026
IEFA iShares Core MSCI EAFE ETF 14 5 9 8 $4.1M Jul 15, 2026
J Jacobs Engr Group Inc 14 1 13 2 $136.5K Feb 7, 2025
LEN Lennar Corporation Class A Common Stock 14 6 8 6 $210K Mar 27, 2026
LTH Life Time Group Holdings, Inc. Common Stock 14 13 1 1 $352.5K Aug 25, 2026
MNST Monster Beverage Corporation - Common Stock 14 8 6 6 $112K Jul 17, 2026
OTIS Otis Worldwide Corporation Common Stock 14 5 9 7 $228K Aug 27, 2026
OXY Occidental Petroleum Corporation Common Stock 14 10 4 4 $259K Feb 10, 2026
PPG PPG Industries, Inc. Common Stock 14 6 8 7 $279K Jun 12, 2026
SGI Somnigroup International Inc. Common Stock 14 7 7 2 $303.5K Aug 25, 2026
SPYG SPDR Portfolio S&P 500 Growth ETF 14 12 2 3 $419.5K Jul 28, 2026
TECH Bio-Techne Corp - Common Stock 14 6 8 3 $112K Apr 8, 2026
TEL TE Connectivity plc Ordinary Shares 14 7 7 8 $177.5K Jun 5, 2026
TTWO Take-Two Interactive Software, Inc. - Common Stock 14 10 4 6 $136.5K Apr 21, 2026
UL Unilever PLC Common Stock 14 5 9 5 $136.5K Jan 30, 2026
URI United Rentals, Inc. Common Stock 14 7 7 7 $161K Apr 24, 2026
VFIAX Vanguard 500 Index Fund Admiral Shares 14 5 9 6 $886.5K Jul 22, 2025
VTV Vanguard Value Index Fund ETF Shares 14 3 11 6 $352.5K Jul 15, 2026
A Agilent Technologies, Inc. Common Stock 13 4 9 6 $177.5K Jan 30, 2026
AEP American Electric Power Company, Inc. 13 7 6 5 $128.5K Aug 26, 2026
APG APi Group Corporation Common Stock 13 10 3 2 $293.5K Aug 4, 2026
BWXT BWX Technologies, Inc. Common Stock 13 10 3 2 $344.5K Aug 25, 2026
CACI CACI International, Inc. Class A Common Stock 13 3 10 5 $153K Oct 31, 2025
CLH Clean Harbors, Inc. Common Stock 13 2 11 2 $195.5K Aug 25, 2026
CNM Core & Main, Inc. Class A Common Stock 13 6 7 2 $320K Aug 25, 2026
COHR Coherent Corp. 13 7 6 4 $251K Aug 18, 2026
EFA iShares MSCI EAFE ETF 13 7 6 5 $578.5K May 27, 2026
JLL Jones Lang LaSalle Incorporated Common Stock 13 6 7 1 $128.5K Mar 13, 2026
MEDP Medpace Holdings, Inc. - Common Stock 13 5 8 5 $128.5K May 15, 2026
PRGSX T Rowe PriceGlobal Stock Fund 13 2 11 2 $153K Apr 21, 2023
ROL Rollins, Inc. Common Stock 13 8 5 5 $220K Aug 25, 2026
SONY Sony Group Corporation American Depositary Shares 13 7 6 6 $128.5K Dec 26, 2026
SRE DBA Sempra Common Stock 13 6 7 6 $104K Oct 31, 2025
TT Trane Technologies plc 13 2 11 6 $287K Mar 27, 2026
VRT Vertiv Holdings, LLC Class A Common Stock 13 8 5 6 $104K Mar 27, 2026
VXUS Vanguard Total International Stock Index Fund ETF Shares 13 12 1 3 $2.1M Feb 3, 2026
WBD Warner Bros. Discovery, Inc. - Series A Common Stock 13 4 9 7 $128.5K Mar 27, 2026
ABNB Airbnb, Inc. - Class A Common Stock 12 2 10 7 $1.1M Apr 17, 2026
AKAM Akamai Technologies, Inc. - Common Stock 12 6 6 6 $218.5K May 13, 2026
BIIB Biogen Inc. - Common Stock 12 8 4 6 $187.5K Aug 18, 2026
BR Broadridge Financial Solutions, Inc. Common Stock 12 7 5 7 $96K Jun 16, 2026
CDNS Cadence Design Systems, Inc. - Common Stock 12 2 10 8 $230K Jun 5, 2026
CEG Constellation Energy Corporation - Common Stock 12 6 6 5 $169.5K Apr 17, 2026
CNSWF Constellation Software Inc 12 1 11 2 $120.5K Sep 23, 2025
DDOG Datadog, Inc. - Class A Common Stock 12 6 6 7 $120.5K May 19, 2026
DGX Quest Diagnostics Incorporated Common Stock 12 5 7 6 $120.5K Mar 30, 2026
DOV Dover Corporation Common Stock 12 5 7 7 $145K Mar 27, 2026
DRI Darden Restaurants, Inc. Common Stock 12 7 5 5 $120.5K Apr 9, 2026
FBIN Fortune Brands Innovations, Inc. Common Stock 12 3 9 2 $169.5K May 7, 2026
FLL Full House Resorts, Inc. - Common Stock 12 0 12 1 $2.1M Jul 1, 2026
FN Fabrinet Ordinary Shares 12 6 6 4 $145K Jul 16, 2026
FSV FirstService Corporation - Common Shares 12 12 0 1 $120.5K Aug 19, 2026
FTIXX Goldman Sachs TR Finl Square Treas Instrs FD Instl CL 12 4 8 2 $96K Nov 6, 2023
ILMN Illumina, Inc. - Common Stock 12 8 4 6 $312K Feb 10, 2026
KLAC KLA Corporation - Common Stock 12 5 7 9 $463K Jul 1, 2026
MEIIX MFS Value Fund Class I Shares 12 7 5 5 $336.5K Jul 15, 2026
MORN Morningstar, Inc. - Common Stock 12 2 10 2 $120.5K May 6, 2026
MPWR Monolithic Power Systems, Inc. - Common Stock 12 5 7 5 $285.5K Jun 5, 2026
PKG Packaging Corporation of America Common Stock 12 8 4 2 $163K Aug 25, 2026
RVTY Revvity, Inc. Common Stock 12 9 3 4 $145K May 4, 2026
SBAC SBA Communications Corporation - Class A Common Stock 12 5 7 5 $163K Jan 9, 2026
SWVXX Schwab Value Advantage Money Fund Investor Class Shares 12 8 4 5 $9.9M Nov 13, 2025
TZA Direxion Daily Small Cap Bull 3X ETF 12 11 1 1 $550.5K Aug 28, 2025
VLUE iShares Edge MSCI USA Value Factor ETF 12 11 1 2 $778K Oct 22, 2021
ALGN Align Technology, Inc. - Common Stock 11 4 7 4 $395.5K Sep 11, 2025
AMT American Tower Corporation 11 3 8 8 $112.5K May 11, 2026
APPLE Apple Inc 11 0 11 1 $88K Oct 12, 2021
ARKK ARK Innovation ETF 11 6 5 2 $112.5K May 10, 2024
ARLP Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests 11 7 4 1 $161.5K Jun 18, 2026
AWK American Water Works Company, Inc. Common Stock 11 4 7 8 $228.5K Jul 30, 2026
AZO AutoZone, Inc. Common Stock 11 5 6 7 $246.5K May 29, 2026
CHD Church & Dwight Company, Inc. Common Stock 11 5 6 3 $137K Oct 10, 2025
CMNIX Calamos Market Neutral Income Fund Class I Shares 11 5 6 2 $344.5K Apr 21, 2023
CSIEX U.S. Brokerage Account: Calvert Equity Fund Class A Shares 11 7 4 1 $112.5K May 7, 2024
CTAS Cintas Corporation - Common Stock 11 4 7 6 $246.5K Jan 30, 2026
DFAT Dimensional U.S. Targeted Value ETF Dimensional U.S. Targeted Value ETF 11 7 4 2 $1M Nov 13, 2025
DOX Amdocs Limited - Ordinary Shares 11 1 10 3 $112.5K Nov 12, 2025
DT Dynatrace, Inc. Common Stock 11 4 7 3 $88K Jan 30, 2026
DXCM DexCom, Inc. - Common Stock 11 4 7 6 $562.5K May 7, 2026
FDS FactSet Research Systems Inc. Common Stock 11 2 9 6 $88K May 15, 2026
FITB Fifth Third Bancorp - Common Stock 11 4 6 5 $112.5K Aug 26, 2026
FTV Fortive Corporation Common Stock 11 4 7 6 $112.5K Mar 27, 2026
GSK GSK plc American Depositary Shares 11 5 6 4 $88K Oct 31, 2025
IBIT iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF 11 11 0 3 $538K Mar 4, 2026
IEMG iShares Core MSCIEmerging Markets ETF 11 7 4 8 $1M Jul 15, 2026
ITT ITT Inc. Common Stock 11 5 6 4 $546.5K Aug 25, 2026
IUSV iShares Core S&P U.S. Value ETF 11 8 3 3 $1.6M Feb 2, 2026
IVW iShares S&P 500 Growth ETF 11 3 8 4 $16.9M Dec 31, 2025
LRN Stride Inc 11 6 5 1 $326.5K Apr 16, 2026
LYV Live Nation Entertainment, Inc. Common Stock 11 2 9 2 $255K Aug 25, 2026
MKC McCormick & Company, Incorporated Common Stock 11 5 6 5 $88K Feb 2, 2026
MSCI MSCI Inc. Common Stock 11 4 7 5 $228.5K Mar 27, 2026
MTZ MasTec, Inc. Common Stock 11 6 5 3 $210.5K Aug 21, 2026
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares 11 6 5 3 $88K Apr 6, 2026
RBLX Roblox Corporation Class A Common Stock 11 6 5 5 $112.5K Dec 24, 2025
RSG Republic Services, Inc. Common Stock 11 3 8 7 $255K Aug 6, 2026
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share 11 7 4 5 $88K Mar 10, 2026
SHEL Shell PLC American Depositary Shares 11 4 7 6 $155K Jan 30, 2026
SJM The J.M. Smucker Company Common Stock 11 4 7 7 $112.5K Mar 27, 2026
SNDK Sandisk Corporation - Common Stock 11 5 5 6 $112.5K May 7, 2026
STT State Street Corporation Common Stock 11 2 9 4 $426.5K May 18, 2026
VLO Valero Energy Corporation Common Stock 11 3 8 6 $1.2M Jun 10, 2026
VRSN VeriSign, Inc. - Common Stock 11 6 5 5 $88K Mar 30, 2026
VST Vistra Corp. Common Stock 11 7 4 5 $1M Feb 17, 2026
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares 11 10 1 4 $1.5M Nov 15, 2021
WY Weyerhaeuser Company Common Stock 11 3 8 6 $137K Jan 30, 2026
APH Amphenol Corporation Common Stock 10 9 1 8 $80K Aug 18, 2026
BE Bloom Energy Corporation Class A Common Stock 10 8 2 3 $7.5M Jul 28, 2026
BP BP p.l.c. Common Stock 10 7 3 4 $104.5K Mar 20, 2026
CP Canadian Pacific Kansas City Limited Common Shares 10 8 2 3 $104.5K Jan 20, 2026
DAL Delta Air Lines, Inc. Common Stock 10 4 6 5 $153.5K Oct 31, 2025
DAY Dayforce, Inc. Common Stock 10 3 7 2 $196K Feb 5, 2026
DFUS Dimensional U.S. Equity ETF Dimensional U.S. Equity ETF 10 6 4 1 $1.3M Nov 13, 2025
EOG EOG Resources, Inc. Common Stock 10 4 6 5 $171.5K Feb 10, 2026
FCNCA First Citizens BancShares, Inc. - Class A Common Stock 10 6 4 2 $80K Apr 14, 2026
GOVT iShares US Treasury Bond ETF 10 4 6 4 $153.5K Mar 24, 2025
K Kellanova Common Stock 10 4 6 4 $822K Dec 11, 2025
KHC The Kraft Heinz Company - Common Stock 10 5 5 6 $80K May 21, 2026
LGIH LGI Homes, Inc. - Common Stock 10 7 3 2 $552.5K Mar 26, 2026
LYB LyondellBasell Industries NV Ordinary Shares Class A 10 6 4 6 $80K Mar 27, 2026
MDYV SPDR S&P 400 Mid Cap Value ETF 10 4 6 3 $104.5K Jan 28, 2026
MSI Motorola Solutions, Inc. Common Stock 10 6 4 7 $104.5K Mar 31, 2026
NEM Newmont Corporation 10 4 6 8 $153.5K Mar 27, 2026
O Realty Income Corporation Common Stock 10 6 4 6 $147K Jul 30, 2026
OKE ONEOK, Inc. Common Stock 10 4 6 7 $104.5K Jun 10, 2026
PAYC Paycom Software, Inc. Common Stock 10 5 5 4 $153.5K Apr 14, 2026
RMD ResMed Inc. Common Stock 10 1 9 5 $80K Mar 27, 2026
ROP Roper Technologies, Inc. 10 2 8 4 $104.5K May 15, 2026
RSP Invesco S&P 500 Equal Weight ETF 10 9 1 5 $318.5K Oct 30, 2025
SFM Sprouts Farmers Market, Inc. - Common Stock 10 7 3 3 $104.5K Jul 16, 2026
SMCI Super Micro Computer, Inc. - Common Stock 10 5 5 5 $129K Dec 11, 2025
SPDW SPDR Portfolio Developed World ex-US ETF 10 8 2 2 $178K Apr 28, 2026
STX Seagate Technology Holdings PLC - Ordinary Shares 10 3 7 5 $178K Mar 27, 2026
TDY Teledyne Technologies Incorporated Common Stock 10 1 9 3 $196K Aug 25, 2026
TRV The Travelers Companies, Inc. Common Stock 10 5 5 8 $271.5K Mar 27, 2026
TXRH Texas Roadhouse, Inc. - Common Stock 10 4 6 3 $80K Aug 11, 2026
TYL Tyler Technologies, Inc. Common Stock 10 5 5 4 $80K Aug 18, 2026
USHY iShares Broad USD High Yield Corporate Bond ETF 10 7 3 4 $1.2M Jun 18, 2025
VCIT Vanguard Intermediate-Term Corporate Bond Index Fund ETF Class Shares 10 4 6 3 $220.5K Feb 26, 2025
VEA Vanguard FTSE Developed Markets 10 1 9 4 $147K May 27, 2026
VUG Vanguard Growth Index Fund ETF Class Shares 10 8 2 3 $153.5K Jul 15, 2026
WTW Willis Towers Watson Public Limited Company - Ordinary Shares 10 5 5 5 $129K Jan 30, 2026
APO Apollo Global Management, Inc. 9 5 4 5 $72K Apr 14, 2026
ARES Ares Management Corporation Class A Common Stock 9 4 5 5 $15.2M Mar 13, 2026
BMNR Bitmine Immersin Tech Inc 9 8 1 3 $237K Nov 19, 2025
BNDX Vanguard Total International Bond Index Fund ETF Shares 9 1 8 5 $163.5K Jul 15, 2026
BUD Anheuser-Busch Inbev SA Sponsored ADR 9 4 5 5 $72K Aug 18, 2026
CBRL Cracker Barrel Old Country Store, Inc. - Common Stock 9 5 4 1 $420K Apr 1, 2026
CIEN Ciena Corporation 9 6 3 3 $72K May 29, 2026
CTRA Coterra Energy Inc. Common Stock 9 3 3 4 $170K May 8, 2026
DGRO iShares Core Dividend Growth ETF 9 3 6 2 $15.1M Mar 9, 2026
EA Electronic Arts Inc. - Common Stock 9 4 5 4 $72K Aug 5, 2026
EIX Edison International Common Stock 9 3 6 5 $72K Oct 9, 2025
EL Estee Lauder Companies, Inc. 9 3 6 6 $96.5K Aug 5, 2026
EPAM EPAM Systems, Inc. Common Stock 9 5 4 4 $145.5K Apr 14, 2026
EXC Exelon Corporation 9 5 4 5 $96.5K Jan 30, 2026
FCFS FirstCash Holdings, Inc. - Common Stock 9 4 5 1 $261.5K Apr 16, 2026
FMAO Farmers & Merchants Bancorp, Inc. 9 9 0 1 $121K Jul 20, 2026
FSLR First Solar, Inc. - Common Stock 9 3 6 7 $96.5K Aug 13, 2026
FXAIX Fidelity 500 Index Fund 9 7 2 3 $1M Nov 24, 2025
GLD SPDR Gold Shares 9 1 8 4 $413.5K Jan 30, 2026
GTSGX Spouse's IRA #1: Madison Mid Cap Fund Class Y Shares 9 7 2 1 $96.5K Feb 27, 2024
HLT Hilton Worldwide Holdings Inc. Common Stock 9 4 5 7 $288K Jun 15, 2026
IR Ingersoll Rand Inc. Common Stock 9 5 4 4 $72K May 21, 2025
ITOT iShares Core S&P Total US Stock Market ETF 9 6 3 2 $463.5K Mar 31, 2025
JAENX U.S. Brokerage Account: Janus Henderson Enterprise Fund Class T Shares 9 5 4 1 $72K May 7, 2024
KDP Keurig Dr Pepper Inc. 9 4 5 5 $72K Mar 27, 2026
KMX CarMax, Inc. 9 7 2 2 $96.5K Aug 19, 2026
MBB iShares MBS ETF 9 3 6 4 $312.5K May 13, 2026
MGY Magnolia Oil & Gas Corporation Class A Common Stock 9 3 6 3 $96.5K Jan 9, 2026
NFFFX New World Fund, Inc Class F2 Shares 9 4 5 2 $188K Aug 8, 2023
ODFL Old Dominion Freight Line, Inc. - Common Stock 9 6 3 5 $72K Oct 6, 2025
OLGAX U.S. Brokerage Account: JPMorgan Large Cap Growth Fund Class A Shares 9 2 7 1 $72K Feb 27, 2024
PBDPX PIMCO Investment Grade Credit Bond Fund Class I-2 Shares 9 7 2 2 $145.5K Mar 24, 2025
PINS Pinterest, Inc. Class A Common Stock 9 1 8 4 $170K Aug 7, 2026
PONPX PIMCO Income Fund Class I-2 Shares 9 7 2 2 $361.5K Jul 15, 2026
RFCTX Russell Strategic Bond Fund Class S Shares 9 8 1 1 $306K Nov 7, 2024
RIO Rio Tinto Plc Common Stock 9 4 5 5 $96.5K Mar 30, 2026
RJET Republic Airways Holdings Inc. 9 0 8 1 $30.8M Feb 20, 2026
RLESX Russell US Small Cap Equity Fund Class S Shares 9 7 2 1 $239K Nov 7, 2024
ROST Ross Stores, Inc. - Common Stock 9 4 5 5 $145.5K Jan 30, 2026
SARO StandardAero, Inc. Common Stock 9 9 0 1 $72K May 11, 2026
SCHG Schwab US Large-Cap Growth ETF 9 3 6 2 $96.5K Dec 26, 2025
SPCX Space Exploration Technologies Corp. - Class A Common Stock 9 9 0 7 $255K Aug 12, 2026
STRL Sterling Infrastructure, Inc. - Common Stock 9 1 8 2 $145.5K Aug 7, 2026
SYY Sysco Corporation Common Stock 9 2 7 5 $121K Oct 31, 2025
TEAM Atlassian Corporation - Class A Common Stock 9 5 4 3 $3.1M Jun 11, 2025
TER Teradyne, Inc. 9 4 5 4 $72K Mar 27, 2026
TRMB Trimble Inc. - Common Stock 9 1 8 5 $306K Aug 25, 2026
USB U.S. Bancorp Common Stock 9 2 7 7 $263.5K Sep 26, 2025
USMV iShares Edge MSCI Min Vol USA ETF 9 4 5 3 $19.9M Mar 29, 2021
VIVEF Vivendi Shs 9 0 9 1 $72K Nov 17, 2020
VLTO Veralto Corp Common Stock 9 5 4 2 $72K Aug 21, 2026
VYM Vanguard High Dividend Yield Index Fund ETF Shares 9 5 4 1 $2.6M Dec 9, 2025
WPM Wheaton Precious Metals Corp Common Shares 9 6 3 5 $145.5K Aug 26, 2026
WYNN Wynn Resorts, Limited - Common Stock 9 4 5 5 $96.5K Mar 27, 2026
YUM Yum! Brands, Inc. 9 3 6 6 $72K Mar 27, 2026
ZM Zoom Communications, Inc. - Class A Common Stock 9 5 4 3 $96.5K Jun 25, 2025
ADC Agree Realty Corporation Common Stock 8 2 6 3 $88.5K Jun 1, 2026
AIG American International Group, Inc. New Common Stock 8 4 4 5 $113K Mar 27, 2026
AME AMETEK, Inc. 8 4 4 6 $64K Mar 27, 2026
AMKR Amkor Technology, Inc. - Common Stock 8 5 3 2 $278K Apr 16, 2026
AOS A.O. Smith Corporation Common Stock 8 1 7 3 $88.5K Sep 25, 2025
BAX Baxter International Inc. Common Stock 8 5 3 2 $64K Oct 31, 2025
BTC BTC 8 7 1 3 $1.3M Jan 8, 2026
BTI British American Tobacco Industries, p.l.c. Common Stock ADR 8 3 5 4 $155.5K Mar 30, 2026
CBOE Cboe Global Markets, Inc. 8 6 2 4 $204.5K Mar 27, 2026
CHRD Chord Energy Corporation - Common Stock 8 2 6 5 $231K Jan 9, 2026
CHTR Charter Communications, Inc. - Class A Common Stock 8 3 3 6 $88.5K Aug 20, 2026
CLX Clorox Company 8 3 5 3 $88.5K May 15, 2026
COR Cencora, Inc. Common Stock 8 4 4 4 $155.5K May 6, 2026
CPB The Campbell's Company - Common Stock 8 6 2 4 $131K May 15, 2026
CVLT Commvault Systems, Inc. - Common Stock 8 5 3 3 $64K Dec 5, 2025
DBLTX DoubleLine Total Return Bond Fund Class I Shares 8 4 4 2 $88.5K Jan 20, 2023
DODGX Dodge & Cox Stock Fund 8 4 4 3 $255.5K Jul 26, 2024
DOW Dow Inc. Common Stock 8 5 3 7 $64K Mar 27, 2026
DPZ Domino's Pizza Inc - Common Stock 8 5 3 4 $88.5K May 15, 2026
ECL Ecolab Inc. Common Stock 8 4 4 3 $398K May 15, 2026
EQIX Equinix, Inc. - Common Stock 8 3 5 4 $64K Aug 7, 2026
EQT EQT Corporation Common Stock 8 6 2 5 $64K Jul 7, 2026
FICO Fair Isaac Corporation Common Stock 8 3 5 4 $64K Apr 14, 2026
FTHSX Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares 8 5 3 2 $64K Mar 12, 2025
GEHC GE HealthCare Technologies Inc. - Common Stock 8 3 5 6 $64K Mar 27, 2026
GEN Gen Digital Inc. - Common Stock 8 4 4 5 $88.5K Apr 14, 2026
HAS Hasbro, Inc. - Common Stock 8 4 4 4 $64K Mar 27, 2026
HPE Hewlett Packard Enterprise Company Common Stock 8 4 4 4 $64K Mar 27, 2026
IEI iShares 3-7 Year Treasury Bond ETF 8 5 3 3 $155.5K May 13, 2026
IJR iShares Core S&P Small-Cap ETF 8 5 3 6 $3.2M Aug 19, 2026
INTA Intapp, Inc. - Common Stock 8 3 5 2 $64K Apr 13, 2026
IP International Paper Company Common Stock 8 3 5 4 $231K Apr 14, 2026
IQV IQVIA Holdings, Inc. Common Stock 8 3 5 4 $438.5K May 18, 2026
IUSG iShares Core S&P US Growth ETF 8 4 4 3 $64K Feb 2, 2026
JCI Johnson Controls International plc Ordinary Share 8 3 5 4 $64K Oct 2, 2025
JD JD.com, Inc. - American Depositary Shares 8 3 5 3 $64K Aug 11, 2026
LPX Louisiana-Pacific Corporation Common Stock 8 4 4 2 $56K Oct 31, 2025
MFEIX MFS Growth Fund Class I Shares 8 5 3 1 $320.5K Apr 21, 2023
MOH Molina Healthcare Inc Common Stock 8 3 5 3 $64K Nov 12, 2025
MTD Mettler-Toledo International, Inc. Common Stock 8 3 5 4 $64K Dec 8, 2025
MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock 8 2 6 3 $64K Jul 16, 2026
OIEIX U.S. Brokerage Account: JPMorgan Equity Income Fund Class A Shares 8 3 5 1 $64K May 7, 2024
OUNZ Van Eck Gold Trust ETF 8 4 4 1 $1.5M Jun 24, 2025
PCVX Vaxcyte, Inc. - Common Stock 8 6 2 3 $88.5K Jul 16, 2026
PEG Public Service Enterprise Group Incorporated Common Stock 8 4 4 5 $64K Feb 17, 2026
PHYZX PGIM High Yield Fund Class Z Shares 8 6 2 1 $320.5K Apr 24, 2023
REMSX RussellEmerging Markets Fund Class S Shares 8 6 2 1 $155.5K Nov 6, 2023
RGCSX Russell Opportunistic Credit Fund Class S Shares 8 7 1 1 $113K Nov 6, 2023
RINTX Russell International Developed Markets Fund Class S Shares 8 6 2 1 $322.5K Nov 7, 2024
RLI RLI Corp. Common Stock 8 1 7 3 $113K Jun 17, 2025
RSESX Russell US Strategic Equity Fund Class S Shares 8 6 2 1 $180K Dec 20, 2023
SAIC Science Applications International Corporation - Common Stock 8 4 4 2 $64K Oct 31, 2025
SCHF Schwab International Equity ETF 8 4 4 3 $964.5K Mar 1, 2024
SF Stifel Financial Corporation Common Stock 8 4 4 4 $64K Jul 10, 2026
SNDR Schneider National, Inc. Common Stock 8 3 5 4 $137.5K Jan 26, 2026
SO Southern Company 8 5 3 5 $255.5K Dec 2, 2025
TAP Molson Coors Beverage Company Class B Common Stock 8 4 4 3 $64K Mar 27, 2026
TFC Truist Financial Corporation Common Stock 8 1 7 7 $88.5K Apr 17, 2026
TFDXX FedFund Institutional Shares 8 5 3 2 $1.5M Dec 15, 2025
TLT iShares 20+ Year Treasury Bond ETF 8 4 4 4 $371.5K Aug 1, 2025
TROSX T Rowe Price Overseas Stock Fund 8 5 3 2 $280K Apr 15, 2024
TW Tradeweb Markets Inc. - Class A Common Stock 8 5 3 2 $64K Oct 9, 2025
UTIXX Federated Hermes US Treasury 8 3 5 1 $757.5K Jun 8, 2023
VASGX Vanguard LifeStrategy Growth Fund Investor Shares 8 5 3 2 $64K Sep 27, 2021
WSHFX U.S. Brokerage Account: Washington Mutual Investors Fund Class F1 Shares 8 3 5 1 $64K May 7, 2024
XEL Xcel Energy Inc. 8 0 8 5 $255.5K Jan 30, 2026
ABNFX American BD FD Of America F2 7 6 1 2 $123K Jan 27, 2025
AGOZX Alger Small Cap Focus Fund Class Z Shares 7 4 3 2 $105K Sep 22, 2023
ALK Alaska Air Group, Inc. Common Stock 7 2 5 4 $123K Oct 22, 2025
AMH American Homes 4 Rent Common Shares of Beneficial Interest 7 4 3 2 $56K Oct 31, 2025
AMP Ameriprise Financial, Inc. Common Stock 7 2 5 5 $115K Apr 15, 2026
APPF AppFolio, Inc. - Class A Common Stock 7 2 5 4 $56K Feb 18, 2026
APTV Aptiv PLC Ordinary Shares 7 3 4 4 $129.5K Jul 9, 2026
AVB AvalonBay Communities, Inc. Common Stock 7 3 4 3 $105K Mar 27, 2026
BBIO BridgeBio Pharma, Inc. - Common Stock 7 7 0 1 $56K May 11, 2026
BEP Brookfield Renewable Partners L.P. Limited Partnership Units 7 7 0 1 $80.5K Jun 4, 2026
BOND U.S. Brokerage Account #1: PIMCO Active Bond Exchange-Traded Fund 7 4 3 1 $56K Feb 27, 2024
CAH Cardinal Health, Inc. Common Stock 7 7 0 3 $56K Mar 27, 2026
CCL Carnival Corporation Common Stock 7 4 3 4 $129.5K Mar 27, 2026
CDRE Cadre Holdings, Inc. Common Stock 7 5 2 2 $56K Jun 30, 2026
CMS CMS Energy Corporation Common Stock 7 1 6 2 $56K Dec 18, 2025
CSW CSW Industrials, Inc. Common Stock 7 7 0 2 $56K Jul 16, 2026
CTSH Cognizant Technology Solutions Corporation - Class A Common Stock 7 3 4 5 $80.5K Apr 14, 2026
CTVA Corteva, Inc. Common Stock 7 2 5 5 $80.5K Apr 23, 2026
D Dominion Energy, Inc. Common Stock 7 1 6 5 $105K May 8, 2025
DGRW WisdomTree US Quality Dividend Growth Fund 7 7 0 1 $154K Oct 18, 2024
DNUT Krispy Kreme, Inc. - Common Stock 7 5 2 1 $172K Mar 17, 2026
DOC Healthpeak Properties, Inc. Common Stock 7 3 4 5 $56K Mar 27, 2026
DODIX Dodge & Cox Income Fedp 7 4 3 3 $129.5K Dec 21, 2022
EG Everest Group, Ltd. Common Stock 7 4 3 3 $56K Mar 27, 2026
EPAC Enerpac Tool Group Corp. Common Stock 7 6 1 2 $56K Jul 16, 2026
ET Energy Transfer LP Common Units 7 1 6 4 $3.3M May 5, 2026
EW Edwards Lifesciences Corporation Common Stock 7 4 3 5 $147.5K Mar 27, 2026
EXE Expand Energy Corporation - Common Stock 7 4 3 3 $56K Feb 17, 2026
FIG Figma Inc. Class A 7 5 2 2 $105K Dec 26, 2025
GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock 7 6 1 2 $56K Jun 17, 2026
GPN Global Payments Inc. Common Stock 7 3 4 3 $80.5K May 15, 2026
GTY Getty Realty Corporation Common Stock 7 4 3 1 $56K Oct 31, 2025
HEOIX Hartford Climate Opportunities Fund Class I Shares 7 4 3 1 $105K Apr 21, 2023
HLN Haleon plc American Depositary Shares 7 2 5 5 $80.5K Jan 30, 2026
HOMB Home BancShares, Inc. Common Stock 7 3 4 2 $129.5K Oct 31, 2025
HQY HealthEquity, Inc. - Common Stock 7 4 3 3 $56K Jul 10, 2026
HRL Hormel Foods Corporation Common Stock 7 3 4 2 $56K Aug 13, 2026
IFNNY Infineon Technologies AG 7 2 5 2 $80.5K Apr 13, 2026
IGSB Spouse's IRA #1: iShares 1-5 Year Investment Grade Corporate Bond ETF 7 1 6 2 $56K Jan 28, 2025
INSM Insmed Incorporated - Common Stock 7 1 6 2 $56K Jun 10, 2026
IRM Iron Mountain Inc 7 3 4 2 $154K Feb 4, 2026
JKHY Jack Henry & Associates, Inc. - Common Stock 7 4 3 3 $56K Jun 16, 2026
KEY KeyCorp Common Stock 7 4 3 4 $56K Mar 27, 2026
LUV Southwest Airlines Company Common Stock 7 3 4 3 $56K Jun 16, 2026
LVMUY LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt 7 2 5 5 $80.5K Jan 30, 2026
MADVX BlackRock Equity Dividend Fund Institutional Shares 7 3 4 2 $56K Mar 25, 2025
MCO Moody's Corporation Common Stock 7 2 5 4 $56K Sep 23, 2025
MMC Marsh & McLennan Companies, Inc. Common Stock 7 1 6 6 $223K Sep 23, 2025
MSTR MicroStrategy Incorporated - Class A Common Stock 7 4 3 5 $270K Jun 5, 2026
NOK Nokia Corporation Sponsored American Depositary Shares 7 2 5 3 $80.5K Jul 6, 2026
NWG NatWest Group plc American Depositary Shares, 7 3 4 2 $56K Sep 11, 2025
PFG Principal Financial Group Inc 7 4 3 3 $56K Mar 27, 2026
PRIM Primoris Services Corporation 7 1 6 2 $56K May 8, 2026
PROSF Prosus NV Bearer 7 4 3 2 $129.5K Jul 8, 2021
PRU Prudential Financial, Inc. Common Stock 7 2 5 5 $105K Apr 23, 2026
RGEN Repligen Corporation - Common Stock 7 3 4 2 $80.5K Oct 31, 2025
RGLD Royal Gold, Inc. - Common Stock 7 4 3 2 $172K Aug 4, 2025
ROK Rockwell Automation, Inc. Common Stock 7 4 3 4 $147.5K Apr 8, 2025
RPM RPM International Inc. Common Stock 7 6 1 2 $56K Mar 12, 2026
SHY iShares 1-3 Year Treasury Bond ETF 7 7 0 3 $366K Sep 16, 2025
SNY Sanofi - American Depositary Shares 7 3 4 3 $105K Mar 30, 2026
SOLS Solstice Advanced Materials Inc. - Common Stock 7 0 4 4 $56K Aug 11, 2026
SPG Simon Property Group, Inc. Common Stock 7 4 3 6 $196.5K Apr 20, 2026
THC Tenet Healthcare Corporation Common Stock 7 3 4 2 $105K Apr 20, 2026
TLH iShares 10-20 Year Treasury Bond ETF 7 4 3 2 $105K Jul 28, 2026
TM Toyota Motor Corporation Common Stock 7 4 3 3 $80.5K Mar 30, 2026
TRGLX U.S. Brokerage Account: T Rowe PriceGlobal Stock Fund Class I Shares 7 6 1 1 $56K Jan 12, 2024
TRGP Targa Resources, Inc. Common Stock 7 5 2 3 $80.5K Feb 10, 2026
TTC Toro Company 7 1 6 2 $56K Jun 11, 2025
TWLO Twilio Inc. Class A Common Stock 7 5 2 3 $56K May 4, 2026
TXT Textron Inc. Common Stock 7 4 3 4 $56K Mar 27, 2026
VBR Vanguard Small-Cap Value Index Fund ETF Class Shares 7 2 5 3 $814.5K Jul 15, 2026
VEEV Veeva Systems Inc. Class A Common Stock 7 1 6 4 $56K Jan 30, 2026
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Class Shares 7 3 4 2 $56K Mar 24, 2025
VTSAX Vanguard Total Stock Market Index Fund Admiral Class Shares 7 6 1 3 $539K Nov 1, 2021
WDC Western Digital Corporation - Common Stock 7 3 4 4 $129.5K Jul 17, 2026
WEC WEC Energy Group, Inc. Common Stock 7 2 5 4 $56K Sep 25, 2025
WHR Whirlpool Corporation Common Stock 7 3 4 3 $105K May 11, 2026
XLP Consumer Staples Select Sector SPDR Fund 7 3 4 5 $581.5K Dec 17, 2025
ABEV Ambev S.A. American Depositary Shares 6 1 5 3 $72.5K Jan 30, 2026
ACI Albertsons Companies, Inc. Class A Common Stock 6 4 2 2 $48K Sep 11, 2025
AIT Applied Industrial Technologies, Inc. Common Stock 6 3 3 1 $146K Feb 4, 2026
ALC Alcon Inc. Ordinary Shares 6 1 5 5 $48K Aug 5, 2026
ALL Allstate Corp 6 2 4 5 $48K Aug 12, 2026
ANBFX American Strategic Bond F2 6 5 1 1 $48K Jan 27, 2025
AON Aon plc Class A Ordinary Shares 6 3 3 5 $264K Mar 27, 2026
ARE Alexandria Real Estate Equities, Inc. Common Stock 6 4 2 3 $48K Apr 14, 2026
ARMK Aramark Common Stock 6 4 2 4 $72.5K Dec 10, 2025
AXON Axon Enterprise, Inc. - Common Stock 6 4 2 4 $97K Mar 27, 2026
BABAF Alibaba Group Holding LTD 6 4 2 2 $48K Mar 27, 2026
BAH Booz Allen Hamilton Holding Corporation Common Stock 6 1 5 5 $48K Jan 30, 2026
BBAX JPMorgan BetaBuilders Developed Asia ex-Japan ETF 6 0 6 1 $48K Sep 12, 2025
BBJP JPMorgan BetaBuilders Japan ETF 6 0 6 1 $121.5K Sep 12, 2025
BCS Barclays PLC Common Stock 6 3 3 2 $48K Oct 31, 2025
CASY Caseys General Stores, Inc. - Common Stock 6 3 3 3 $48K Apr 7, 2026
CCJ Cameco Corporation Common Stock 6 3 3 3 $48K Jan 30, 2026
CORP U.S. Brokerage Account #1: PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 6 3 3 1 $48K Feb 27, 2024
CPRT Copart, Inc. - Common Stock 6 2 4 5 $72.5K Mar 27, 2026
CRS Carpenter Technology Corporation Common Stock 6 3 3 1 $237.5K Apr 16, 2026
DD DuPont de Nemours, Inc. Common Stock 6 1 5 4 $97K Jul 17, 2026
DFLVX DFA US Large Cap Value 6 1 4 2 $522.5K Dec 24, 2020
DLB Dolby Laboratories Common Stock 6 3 3 1 $48K Sep 25, 2025
DLTR Dollar Tree, Inc. - Common Stock 6 2 4 4 $72.5K Aug 19, 2026
EAFAX U.S. Brokerage Account #2: Eaton Vance Floating-Rate Advantage Fund - Class A 6 2 4 1 $48K Feb 27, 2024
EBAY eBay Inc. - Common Stock 6 3 3 4 $48K Mar 27, 2026
EFX Equifax, Inc. Common Stock 6 2 4 4 $48K Apr 14, 2026
FBKWX Fidelity Advisor Total Bond Fund Class Z Shares 6 6 0 2 $182K Jul 21, 2025
FERG Ferguson Enterprises Inc. Common Stock 6 5 1 3 $97K Jul 16, 2026
FMC FMC Corporation Common Stock 6 3 3 2 $48K Jul 10, 2026
GLDM World Gold Tr Spdr Gold Minishares 6 2 4 1 $48K Jul 28, 2026
GMED Globus Medical, Inc. Class A Common Stock 6 3 3 3 $72.5K Aug 19, 2026
GWRE Guidewire Software, Inc. Common Stock 6 2 4 3 $48K Jan 30, 2026
HESAF Hermes Intl S A Ordinary Shares 6 4 2 1 $48K Apr 23, 2026
HLMIX Harding Loevner International Equity Portfolio 6 4 2 4 $3.1M Dec 16, 2025
HMN Horace Mann Educators Corporation Common Stock 6 3 3 3 $48K Aug 20, 2026
HTGC Hercules Capital, Inc. Common Stock 6 4 2 1 $139.5K Jan 12, 2026
IDEV iShares Core MSCI International Developed Markets ETF 6 3 3 4 $97K Jul 15, 2026
IEF iShares 7-10 Year Treasury Bond ETF 6 4 2 3 $121.5K Feb 6, 2026
IEX IDEX Corporation Common Stock 6 2 4 2 $97K Oct 31, 2025
INFY Infosys Limited American Depositary Shares 6 2 4 3 $48K Aug 13, 2025
INGR Ingredion Incorporated Common Stock 6 3 3 2 $48K Oct 14, 2025
INVH Invitation Homes Inc. Common Stock 6 2 4 3 $121.5K Mar 27, 2026
IREN IREN Limited - Ordinary Shares 6 5 1 1 $206.5K Jan 20, 2026
IRT Independence Realty Trust, Inc. Common Stock 6 4 2 3 $48K Jul 10, 2026
IVZ Invesco Ltd Common Stock 6 1 5 4 $72.5K Mar 17, 2026
IWD iShares Russell 1000 Value ETF 6 2 4 2 $48K Jul 15, 2026
JCPB JPMorgan Core Plus Bond ETF 6 4 2 3 $72.5K Dec 29, 2025
KRG Kite Realty Group Trust Common Stock 6 3 3 1 $48K Oct 31, 2025
LENDX Stone Ridge Tr V Alt Lendg Prem 6 3 3 1 $231K Dec 4, 2020
MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares 6 5 1 1 $48K Feb 13, 2026
MRNA Moderna, Inc. - Common Stock 6 2 4 4 $48K Aug 19, 2026
MSEGX U.S. Brokerage Account #2: Morgan Stanley Institutional Fund Growth Portfolio - Class A 6 0 6 1 $72.5K Feb 17, 2022
NGL NGL ENERGY PARTNERS LP Common Units representing Limited Partner Interests 6 0 6 1 $1.4M Feb 28, 2025
NTRS Northern Trust Corporation - Common Stock 6 3 3 2 $48K Oct 31, 2025
NUE Nucor Corporation Common Stock 6 3 3 5 $839K Mar 27, 2026
NVT nVent Electric plc Ordinary Shares 6 4 2 2 $97K Apr 15, 2026
OMC Omnicom Group Inc. Common Stock 6 3 3 4 $48K Apr 14, 2026
PARMX U.S. Brokerage Account #2: Parnassus Mid Cap Fund - Investor Shares 6 0 6 1 $72.5K Feb 23, 2023
PDD PDD Holdings Inc. - American Depositary Shares 6 3 3 1 $48K Oct 31, 2025
PFGC Performance Food Group Company Common Stock 6 2 4 3 $72.5K Apr 9, 2026
PODD Insulet Corporation - Common Stock 6 2 4 3 $382K Aug 18, 2026
PRMB Primo Brands Corporation Cl A 6 3 3 1 $97K Dec 18, 2025
PSTG Pure Storage, Inc. Class A Common Stock 6 2 4 3 $48K Jan 30, 2026
PULS PGIM Ultra Short Bond ETF 6 5 1 2 $10.5M Aug 4, 2025
QLYS Qualys, Inc. - Common Stock 6 3 3 2 $48K Oct 31, 2025
RBA RB Global, Inc. Common Stock 6 3 3 3 $48K Jan 30, 2026
RBC RBC Bearings Incorporated Common Stock 6 1 5 2 $48K Jul 16, 2026
RCL Royal Caribbean Cruises Ltd. Common Stock 6 3 3 5 $282K Mar 27, 2026
RHHBY Roche Holding LTD S/ADR 6 1 5 5 $115K Sep 10, 2025
RHP Ryman Hospitality Properties, Inc. 6 4 2 3 $72.5K Mar 3, 2026
RMGSX Russell Multi-Asset Growth Strategy Fund Class S Shares 6 4 2 1 $72.5K Nov 6, 2023
RNMBF Rheinmetall Ag Ordinary Shares 6 4 2 1 $48K May 18, 2026
RNWGX New World Fund Inc. Cl R-6 6 4 2 1 $97K May 27, 2026
RS Reliance, Inc. Common Stock 6 2 4 2 $48K Sep 25, 2025
SBLYX ClearBridge Large Cap Growth Fund Class I Shares 6 3 3 2 $790K Sep 28, 2022
SIRI SiriusXM Holdings Inc. - Common Stock 6 0 4 2 $182K Feb 5, 2026
SLYV SPDR S&P 600 Small Cap Value ETF 6 2 4 2 $48K Apr 16, 2025
SMTC Semtech Corporation - Common Stock 6 4 2 1 $48K Jul 16, 2026
SPYM Tradr 2X Long SPY Monthly ETF 6 5 1 1 $72.5K Aug 20, 2026
SWMRX Schwab Target 2045 Fund 6 3 3 1 $622.5K Aug 29, 2022
SWPPX Schwab S&P 500 Index Fund 6 6 0 2 $3.2M Aug 18, 2025
TCTZF Tencent Hldigs LTD 6 4 2 1 $48K Feb 3, 2026
TPR Tapestry, Inc. Common Stock 6 2 4 4 $97K Jun 16, 2026
TPX Tempur Sealy International, Inc. Common Stock 6 0 6 1 $48K Feb 28, 2025
UNM Unum Group Common Stock 6 3 3 1 $48K Oct 31, 2025
VCSH Vanguard Short-Term Corporate Bond Index Fund ETF Class Shares 6 0 6 2 $273.5K Feb 26, 2025
VGHAX Vanguard Health Care Fund Admiral Shares 6 6 0 1 $72.5K Nov 15, 2021
VICI VICI Properties Inc. Common Stock 6 3 3 4 $48K Mar 27, 2026
VSEC VSE Corporation - Common Stock 6 3 3 1 $237.5K Apr 16, 2026
WGIFX American Cap WRLD GR & Inc F2 6 5 1 1 $97K Dec 19, 2024
WM Waste Management, Inc. Common Stock 6 2 4 5 $48K Jan 7, 2026
WST West Pharmaceutical Services, Inc. Common Stock 6 2 4 4 $48K Jan 30, 2026
WTRG Essential Utilities, Inc. Common Stock 6 3 3 2 $48K Oct 31, 2025
XIACF Xiaomi Corp 6 4 2 1 $48K Feb 20, 2026
XLC Communication Services Select Sector SPDR Fund 6 0 6 4 $280K Oct 29, 2025
XLE Energy Select Sector SPDR Fund 6 1 5 5 $139.5K Apr 28, 2026
XYZ Block, Inc. Class A Common Stock, 6 2 4 2 $188.5K May 8, 2025
ACGL Arch Capital Group Ltd. - Common Stock 5 3 2 4 $89K Mar 27, 2026
AEE Ameren Corporation Common Stock 5 2 3 2 $40K Sep 25, 2025
AGIO Agios Pharmaceuticals, Inc. - Common Stock 5 5 0 1 $40K Aug 20, 2026
AJINF Ajinomoto Co Inc 5 3 2 1 $40K Jun 9, 2026
ALB Albemarle Corporation Common Stock 5 1 4 3 $138K May 12, 2025
AMBFX American Balanced F2 5 5 0 1 $64.5K Dec 19, 2024
AOA Ishares Core Aggressive Allo 5 2 3 1 $156K Jan 27, 2025
AVAV AeroVironment, Inc. - Common Stock 5 4 1 1 $40K Jul 2, 2026
AVTR Avantor, Inc. Common Stock 5 1 4 2 $40K Aug 13, 2025
BALL Ball Corporation Common Stock 5 2 3 2 $138K May 12, 2025
BAM Brookfield Asset Mgmt 5 0 5 1 $162.5K Aug 19, 2020
BGHAX BrandywineGLOBAL High Yield A 5 5 0 1 $15M Aug 4, 2025
BILS Spouse's IRA #2: SPDR Bloomberg Barclays 3-12 Month T-Bill ETF 5 5 0 1 $40K Feb 27, 2024
BKR Baker Hughes Company - Common Stock 5 3 2 3 $64.5K Jan 9, 2026
BND Vanguard Total Bond Market Index Fund ETF Shares 5 0 5 2 $113.5K Jan 12, 2022
BRKB Berkshire Hathaway Inc. 5 0 5 4 $831K Jan 30, 2026
BURL Burlington Stores, Inc. Common Stock 5 2 3 1 $40K Sep 11, 2025
BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock 5 0 5 3 $3.8M Oct 3, 2025
BXP BXP, Inc. Common Stock 5 3 2 3 $40K Mar 27, 2026
CAIFX American Cap Inc Builder F2 5 5 0 1 $40K Dec 23, 2024
CBZ CBIZ, Inc. Common Stock 5 2 3 2 $40K Jun 30, 2026
CF CF Industries Holdings, Inc. Common Stock 5 4 1 4 $40K Mar 27, 2026
CG The Carlyle Group Inc. - Common Stock 5 1 4 2 $223K Jan 30, 2026
CHKP Check Point Software Technologies Ltd. - Ordinary Shares 5 3 2 2 $64.5K Jun 1, 2026
CNQ Canadian Natural Resources Limited Common Stock 5 3 2 3 $40K Sep 23, 2025
COO The Cooper Companies, Inc. 5 4 1 3 $40K Jun 5, 2026
CRL Charles River Laboratories International, Inc. Common Stock 5 3 2 3 $113.5K May 15, 2025
CRNX Crinetics Pharmaceuticals, Inc. - Common Stock 5 3 2 2 $64.5K Jul 30, 2026
CVNA Carvana Co. Class A Common Stock 5 2 3 3 $40K May 15, 2026
CWGFX U.S. Brokerage Account: American Funds Capital World Growth & Income Fund Class F1 Shares 5 2 3 1 $40K Jan 11, 2024
DBX Dropbox, Inc. - Class A Common Stock 5 2 3 3 $40K Aug 4, 2025
DECK Deckers Outdoor Corporation 5 1 4 4 $40K Nov 18, 2025
ELF E.L.F. Beauty Inc 5 2 3 4 $64.5K Dec 16, 2025
ELS Equity Lifestyle Properties, Inc. Common Stock 5 2 3 3 $40K Jul 11, 2025
ETSY Etsy, Inc. 5 4 1 2 $64.5K Aug 27, 2021
FALN iShares Fallen Angels USD Bond ETF 5 5 0 1 $15M Aug 4, 2025
FANG Diamondback Energy, Inc. - Common Stock 5 1 4 4 $64.5K Dec 22, 2025
FCBYX Nuveen Strategic Income Fund Class I Shares 5 5 0 1 $256K Jul 15, 2026
FIVE Five Below, Inc. - Common Stock 5 2 3 2 $40K Jan 30, 2026
FLO Flowers Foods, Inc. Common Stock 5 2 3 1 $40K Sep 11, 2025
FMX Fomento Economico Mexicano S.A.B. de C.V. Common Stock 5 1 4 4 $107K Jan 30, 2026
FNJQX Franklin NJ Tax Free Income A 5 5 0 1 $108M Aug 4, 2025
FTGC First Trust Global Tactical Commodity Strategy Fun 5 3 2 1 $40K May 27, 2026
GFFFX American GW FD Of America F2 5 5 0 1 $40K Dec 19, 2024
GM General Motors Company Common Stock 5 2 3 5 $64.5K Mar 27, 2026
GOLD Barrick Gold Corp Option Type: Put Strike price: $17.00 Expires: 01/17/2025 5 3 2 2 $231.5K Apr 28, 2025
GWW W.W. Grainger, Inc. Common Stock 5 0 5 5 $40K Jul 13, 2026
HLI Houlihan Lokey, Inc. Class A Common Stock 5 3 2 3 $40K Aug 7, 2026
HMC Honda Motor Company, Ltd. Common Stock 5 3 2 2 $40K Mar 30, 2026
HONAV Honeywell Aerospace Inc. - Common Stock 5 0 1 4 $180.5K Jul 10, 2026
HSBC HSBC Holdings, plc. Common Stock 5 3 2 3 $64.5K Mar 30, 2026
HUMA Humacyte, Inc. - Common Stock 5 3 2 1 $89K May 3, 2024
ICAFX American Inv Co Of Amer F2 5 5 0 1 $113.5K Dec 19, 2024
ING ING Group, N.V. Common Stock 5 3 2 2 $40K Mar 30, 2026
ITCI Intra-Cellular Therapies Inc. 5 0 5 2 $40K Apr 3, 2025
IYR U.S. Brokerage Account #2: iShares US Real Estate ETF 5 3 2 1 $40K Feb 27, 2024
JAAA Janus Henderson AAA CLO ETF Janus Henderson AAA CLO ETF 5 5 0 1 $15M Aug 4, 2025
L Loews Corporation Common Stock 5 3 2 2 $107K Oct 31, 2025
LYG Lloyds Banking Group Plc American Depositary Shares 5 2 3 4 $64.5K Mar 30, 2026
MCHP Microchip Technology Incorporated - Common Stock 5 3 2 5 $64.5K Jun 30, 2026
MD Public Storage 5 4 1 1 $532.5K Oct 28, 2025
MDB MongoDB, Inc. - Class A Common Stock 5 3 2 2 $40K May 14, 2026
MGK Vanguard Mega Cap Growth ETF 5 3 2 1 $40K Jun 12, 2026
MGPI MGP Ingredients, Inc. - Common Stock 5 3 2 1 $40K Oct 31, 2025
MINT U.S. Brokerage Account #1: PIMCO Enhanced Short Maturity Active Exchange- Traded Fund 5 0 5 2 $64.5K Jan 24, 2023
MLAIX MainStay Winslow Large Cap Growth Fund Class I Shares 5 2 3 2 $40K Dec 2, 2024
MRGRX MFS Core Equity I Reinvestment 5 5 0 1 $256K Dec 17, 2024
NNJAX Nuveen NJ Municipal Bond A 5 5 0 1 $51M Aug 4, 2025
NSTLX Neuberger Berman Strategic Income Fund Institutional Class Shares 5 5 0 1 $256K Jul 15, 2026
NVHAX Nuveen Short Duration Hi Yld Muni Bd A 5 5 0 1 $51M Aug 4, 2025
OGVXX JPMorgan US Government Money Market Fund Capital Shares 5 4 1 2 $6M Jun 23, 2025
ONJAX Invesco New Jersey Municipal A 5 5 0 1 $120M Aug 4, 2025
OPCH Option Care Health, Inc. - Common Stock 5 3 2 1 $40K Oct 31, 2025
PAR PAR Technology Corporation Common Stock 5 3 2 2 $40K Feb 18, 2026
PNR Pentair plc. Ordinary Share 5 2 3 3 $89K May 18, 2026
PONAX PIMCO Income Fund Class A Shares 5 5 0 1 $39M Aug 4, 2025
PSA Public Storage Common Stock 5 2 3 3 $40K Mar 27, 2026
PSKY Paramount Skydance Corporation - Class B Common Stock 5 1 3 2 $40K Jul 17, 2026
PSX Phillips 66 Common Stock 5 1 4 4 $180.5K Mar 27, 2026
PTON Peloton Interactive, Inc. - Common Stock 5 2 3 4 $40K Jun 5, 2026
RACE Ferrari N.V. Common Shares 5 3 2 2 $107K Mar 30, 2026
RDDT Reddit, Inc. Class A Common Stock 5 1 4 1 $40K Apr 8, 2025
RDFN Redfin Corp. 5 0 5 1 $64.5K May 18, 2023
RF Regions Financial Corporation Common Stock 5 2 3 2 $64.5K Oct 31, 2025
RFATX Russell Investment Grade Bond Fund Class S Shares 5 4 1 1 $207K Apr 21, 2022
SBCF Seacoast Banking Corporation of Florida - Common Stock 5 3 2 2 $40K Oct 31, 2025
SCHB Schwab US Broad Market ETF 5 0 5 1 $40K Dec 26, 2025
SCHV Schwab US Large-Cap Value ETF 5 5 0 1 $40K Dec 16, 2020
SGIIX First EagleGlobal Fund Class I Shares 5 3 2 2 $64.5K Sep 23, 2024
SHYG iShares 0-5 Year High Yield Corporate Bond ETF 5 5 0 1 $10.5M Aug 4, 2025
SLYG SPDR S&P 600 Small Cap Growth ETF 5 1 4 2 $40K Apr 16, 2025
SOLV Solventum Corporation Common Stock 5 1 4 5 $64.5K Mar 27, 2026
SPMB SPDR Ser Tr State Str Spdr 5 3 2 1 $40K Apr 28, 2026
SSTHX Allspring Short-Term Hi Inc A 5 5 0 1 $10.5M Aug 4, 2025
TBLL Invesco Short Term Treasury ETF 5 5 0 1 $40K Jan 23, 2026
THR Thermon Group Holdings, Inc. Common Stock 5 3 2 2 $40K Mar 2, 2026
TIP iShares TIPS Bond ETF 5 2 3 3 $3.1M Feb 26, 2025
TLK PT Telekomunikasi Indonesia, Tbk 5 2 3 2 $40K Apr 21, 2025
TMCPX Touchstone FDS Group Mid Cap Fund Institutional Class 5 4 1 2 $231.5K Sep 1, 2023
TPH Tri Pointe Homes, Inc. Common Stock 5 1 4 2 $40K May 15, 2026
TTE TotalEnergies SE 5 2 3 1 $40K Sep 11, 2025
UBS UBS Group AG Registered Ordinary Shares 5 3 2 4 $431.5K Mar 30, 2026
UE Urban Edge Properties Common Shares of Beneficial Interest 5 2 3 2 $207K Oct 31, 2025
USFD US Foods Holding Corp. Common Stock 5 3 2 3 $64.5K Sep 23, 2025
VALE VALE S.A. American Depositary Shares Each Representing one common share 5 2 3 2 $40K Oct 31, 2025
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares 5 3 2 2 $1.6M Feb 4, 2021
VFTAX Vanguard FTSE Social Index Fund Admiral Class Shares 5 5 0 1 $40K Nov 1, 2021
VGIT Vanguard Intermediate-Term Treasury Index Fund ETF Class Shares 5 1 4 2 $113.5K Feb 26, 2025
VIAV Viavi Solutions Inc. - Common Stock 5 0 5 1 $40K Jul 21, 2026
VTRS Viatris Inc. - Common Stock 5 2 3 3 $40K Nov 18, 2025
WBA Walgreens Boots Alliance, Inc. - Common Stock 5 2 3 4 $64.5K Aug 27, 2025
WCN Waste Connections, Inc. Common Shares 5 2 3 4 $64.5K Sep 23, 2025
WMFFX American WA Mutual F2 5 4 1 2 $64.5K Dec 23, 2024
WSO Watsco, Inc. Common Stock 5 2 3 3 $40K Sep 23, 2025
XLF Financial Select Sector SPDR Fund 5 0 5 4 $623K Sep 12, 2025
XLV Health Care Select Sector SPDR Fund 5 1 4 5 $256K Dec 17, 2025
XSOE WisdomTreeEmerging Markets ex-State- Owned Enterprises Fund 5 4 1 2 $89K Jul 21, 2025
ZBRA Zebra Technologies Corporation - Class A Common Stock 5 0 5 2 $64.5K Jun 4, 2025
AAGIY Aia Group LTD 4 0 4 3 $32K Jan 30, 2026
ACIW ACI Worldwide, Inc. - Common Stock 4 2 2 1 $32K Oct 31, 2025
AEIS Advanced Energy Industries, Inc. - Common Stock 4 2 2 2 $32K Mar 27, 2026
AFL Aflac Inc 4 2 2 3 $32K Mar 27, 2026
ALEX Alexander & Baldwin, Inc. Common Stock REIT Holding Company 4 2 2 1 $32K Oct 31, 2025
ALKT Alkami Technology, Inc. - Common Stock 4 3 1 2 $32K Jan 30, 2026
ALLE Allegion plc Ordinary Shares 4 2 2 1 $32K Oct 31, 2025
AMRFX American Mutual Fund Class F2 Shares 4 2 2 1 $415K Oct 16, 2024
ARM Arm Holdings plc - American Depositary Shares 4 2 2 2 $166K Dec 11, 2025
ASGN ASGN, Inc. 4 0 4 1 $56.5K Aug 22, 2025
ASHGY Ashted GRP PLC S/ADR 4 0 0 1 $81K Dec 10, 2025
ASHTY Ashted GRP PLC UNSP/ADR 4 0 4 1 $81K Apr 10, 2025
ATO Atmos Energy Corporation Common Stock 4 3 1 4 $56.5K Jan 30, 2026
AZTA Azenta, Inc. - Common Stock 4 3 1 2 $32K Mar 3, 2026
BBGLX Bridge Builder Large Cap Growth Fund 4 2 2 1 $56.5K Jun 3, 2020
BBHY JPMorgan Exchange Traded FD BetaBuilders USD 4 2 2 2 $123.5K Dec 29, 2025
BBTBX Bridge Builder Core Bond Fund 4 1 3 1 $32K Sep 3, 2020
BBUS JPMorgan BetaBuilders US Equity ETF 4 3 1 1 $56.5K Dec 29, 2025
BC Brunswick Corporation Common Stock 4 2 2 2 $81K Jun 17, 2025
BCO Brinks Company 4 2 2 1 $32K Oct 31, 2025
BCOIX Baird Core Plus Bond Fund Institutional Class Shares 4 4 0 1 $32K Sep 15, 2020
BEN Franklin Resources, Inc. Common Stock 4 1 3 2 $56.5K Mar 27, 2026
BF.B Brown Forman Inc Class B Common Stock 4 2 2 2 $32K Sep 23, 2025
BGC Shares in Retirement Accounts 4 0 4 1 $3.1M Oct 6, 2025
BIMBX BlackRock Systematic Multi-Strategy Fund Institutional Class Shares 4 3 1 1 $81K Nov 13, 2025
BL BlackLine, Inc. - Common Stock 4 2 2 1 $32K Oct 31, 2025
BUSE First Busey Corporation - Common Stock 4 2 2 1 $130K May 12, 2025
BYND Beyond Meat, Inc. 4 3 1 1 $32K Nov 10, 2020
CCK Crown Holdings, Inc. 4 2 2 2 $32K Sep 23, 2025
CDDRX Columbia Dividend Income Fund Institutional 2 Class Shares 4 4 0 1 $56.5K Apr 16, 2025
CELH Celsius Holdings Inc 4 1 3 2 $32K Jan 13, 2025
CFRUY Compagnie Financiere Richemont Unsponsored ADR 4 1 3 3 $99K Jan 30, 2026
CHX ChampionX Corporation 4 1 3 3 $32K Jun 24, 2025
CIVIX Causeway Int'l Value 4 3 1 3 $774K Mar 25, 2025
CMBS iShares CMBS Bond ETF 4 3 1 1 $32K May 13, 2026
CNH CNH Industrial N.V. Common Shares 4 2 2 1 $32K Aug 4, 2025
CON Concentra Group Holdings Parent, Inc. Common Stock 4 2 2 1 $32K Sep 25, 2025
CPXIX Cohen & Steers Preferred Securities and Income Fund, Inc Class I Shares 4 4 0 1 $56.5K Jul 15, 2026
CRWV CoreWeave, Inc. - Class A Common Stock 4 3 1 2 $56.5K Dec 11, 2025
CSL Carlisle Companies Incorporated Common Stock 4 1 3 3 $32K Jan 30, 2026
CYTK Cytokinetics, Incorporated - Common Stock 4 3 1 2 $32K Jun 30, 2026
DFAI Dimensional International Core Equity Market ETF Dimensional International Core Equity Market ETF 4 4 0 1 $223.5K Jul 21, 2025
DFAS Dimensional U.S. Small Cap ETF Dimensional U.S. Small Cap ETF 4 3 1 2 $366K Jul 21, 2025
DKS Dick's Sporting Goods Inc Common Stock 4 2 2 1 $32K Oct 31, 2025
DLR Digital Realty Trust, Inc. Common Stock 4 4 0 2 $32K Mar 27, 2026
DSDVY DSV A/S Unsponsored ADR 4 2 2 2 $32K Apr 21, 2025
DSGX The Descartes Systems Group Inc. - Common Stock 4 1 3 2 $32K Jun 30, 2026
DUOL Duolingo, Inc. - Class A Common Stock 4 2 2 1 $32K Aug 13, 2025
DVA DaVita Inc. Common Stock 4 2 2 2 $32K Mar 27, 2026
EFC.D Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock 4 3 1 1 $56.5K Jun 30, 2026
EHC Encompass Health Corporation Common Stock 4 2 2 1 $32K Oct 31, 2025
EIPI First Trust Exchange-Traded Fund VIII FT Energy In 4 2 2 1 $56.5K May 27, 2026
EMB iSharesJPMorgan USDEmerging Markets Bond ETF 4 2 2 4 $32K Feb 6, 2026
ENB Enbridge Inc Common Stock 4 1 3 4 $32K May 5, 2026
EPD Enterprise Products Partners L.P. Common Stock 4 1 3 4 $3.3M Mar 13, 2026
EQNR Equinor ASA 4 2 2 1 $32K Aug 13, 2025
EQR Equity Residential Common Shares of Beneficial Interest 4 1 3 3 $32K Jan 30, 2026
ERIE Erie Indemnity Company - Class A Common Stock 4 3 1 2 $32K Mar 30, 2026
ES Eversource Energy 4 2 2 3 $32K Sep 23, 2025
ESE ESCO Technologies Inc. Common Stock 4 3 1 1 $56.5K Aug 25, 2026
EXPD Expeditors International of Washington, Inc. 4 1 3 4 $32K Mar 27, 2026
EXR Extra Space Storage Inc Common Stock 4 2 2 2 $32K Feb 12, 2026
FANUY Fanuc Corporation Unsponsored ADR 4 1 3 3 $56.5K Jan 30, 2026
FCPT Four Corners Property Trust, Inc. Common Stock 4 2 2 1 $32K Aug 4, 2025
FFIV F5, Inc. - Common Stock 4 2 2 2 $32K Mar 27, 2026
FIX Comfort Systems USA, Inc. Common Stock 4 3 1 3 $32K Mar 27, 2026
FNSOX Fidelity Short-Term Bond Index Fund 4 3 1 1 $56.5K Jul 21, 2025
FUMBX Fidelity Short-Term Treasury Bond Index Fund 4 3 1 1 $99K Jul 21, 2025
FUN Six Flags Entertainment Corporation Common Stock New 4 1 3 2 $32K Aug 13, 2025
FWRG First Watch Restaurant Group, Inc. - Common Stock 4 3 1 2 $32K Apr 6, 2026
FXNAX Fidelity US Bond Index Fund 4 3 1 1 $223.5K Jul 21, 2025
GDX VanEck Vectors Gold Miners ETF 4 1 3 3 $56.5K Jul 28, 2026
GEM Goldman Sachs ActiveBeta Emerging Markets Equity E 4 2 2 1 $32K May 27, 2026
GLOB Globant S.A. Common Shares 4 2 2 2 $32K Jan 30, 2026
GNPX Genprex, Inc. - Common Stock 4 4 0 1 $56.5K Feb 5, 2026
GPK Graphic Packaging Holding Company 4 1 3 2 $32K Sep 11, 2025
GRAB Grab Holdings Limited Class A Ordinary Shares 4 4 0 1 $105.5K Jan 21, 2026
GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs 4 2 2 2 $32K May 2, 2025
GWPEX American Funds Growth Portfolio Class F2 Shares 4 4 0 1 $248K Dec 27, 2024
HEI.A Heico Corporation Common Stock 4 2 2 2 $81K Sep 23, 2025
HIG The Hartford Insurance Group, Inc. Common Stock 4 2 2 3 $32K Mar 27, 2026
HYBB Ishares Tr BB Rated Corp Bd ETF 4 2 2 1 $81K Apr 28, 2026
IBKR Interactive Brokers Group, Inc. - Class A Common Stock 4 2 2 1 $32K Oct 14, 2025
IBN ICICI Bank Limited Common Stock 4 3 1 2 $32K Aug 13, 2025
ICFI ICF International, Inc. - Common Stock 4 0 4 2 $32K Feb 20, 2025
ICLR ICON plc - Ordinary Shares 4 1 3 3 $223.5K Aug 14, 2026
IDA IDACORP, Inc. Common Stock 4 1 3 3 $81K Mar 3, 2026
IFF International Flavors & Fragrances, Inc. Common Stock 4 1 3 4 $56.5K Jan 30, 2026
IGIB iShares Intermediate-Term Corporate Bond ETF 4 2 2 3 $15.1M Jan 5, 2023
IMO Imperial Oil Limited Common Stock 4 1 3 3 $99K Jan 30, 2026
IVE iShares S&P 500 Value ETF 4 2 2 2 $248K Sep 23, 2024
JIGFX Janus Henderson Overseas Fund Class I Shares 4 4 0 1 $56.5K Apr 16, 2025
JMBS Janus Henderson Mortgage-Backed Securities ETF 4 3 1 2 $56.5K May 13, 2026
JMUB JPMorgan Municipal ETF 4 3 1 1 $457.5K Jul 7, 2025
JVAL JPMorgan US Value Factor ETF 4 0 4 1 $130K Sep 20, 2024
LAMR Lamar Advertising Company - Class A Common Stock 4 0 4 1 $105.5K Aug 25, 2026
LFRIX Lord Abbett Floating Rate Fund Class I Shares 4 4 0 1 $56.5K Jul 15, 2026
LGND Ligand Pharmaceuticals Incorporated - Common Stock 4 4 0 1 $32K May 29, 2026
LI Li Auto Inc. - American Depositary Shares 4 2 2 1 $32K Sep 11, 2025
LITE Lumentum Holdings Inc. - Common Stock 4 3 1 3 $32K Jul 17, 2026
LNG Cheniere Energy, Inc. Common Stock 4 1 3 2 $81K Dec 12, 2025
LNTH Lantheus Holdings, Inc. - Common Stock 4 4 0 1 $32K Jan 28, 2025
LVS Las Vegas Sands Corp. Common Stock 4 1 3 3 $32K May 8, 2025
MAN ManpowerGroup Common Stock 4 2 2 1 $32K Sep 25, 2025
MANH Manhattan Associates, Inc. - Common Stock 4 0 4 1 $32K Jan 29, 2025
MAR Marriott International - Class A Common Stock 4 2 2 3 $32K Mar 27, 2026
MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares 4 4 0 1 $32K Dec 19, 2025
MET MetLife, Inc. Common Stock 4 1 3 4 $32K Mar 27, 2026
MKSI MKS Inc. - Common Stock 4 2 2 1 $32K Oct 31, 2025
MO Altria Group, Inc. 4 1 3 4 $32K Mar 27, 2026
MOS Mosaic Company 4 2 2 3 $32K Apr 14, 2026
MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock 4 2 2 2 $32K Jul 16, 2025
NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares 4 2 2 1 $32K Oct 31, 2025
NGG National Grid Transco, PLC National Grid PLC 4 2 2 2 $32K Sep 23, 2025
NOVT Novanta Inc. - Common Shares 4 3 1 2 $32K May 18, 2026
NPFFX U.S. Brokerage Account: New Perspective Fund Class F1 Shares 4 2 2 1 $32K Jan 11, 2024
NTDOF Nintendo Co LTD Ord 4 3 1 1 $32K Dec 26, 2025
NTDOY Nintendo Co Ltd ADR 4 0 4 2 $56.5K Jun 17, 2026
NTR Nutrien Ltd. Common Shares 4 1 3 3 $56.5K Jan 30, 2026
NU Nu Holdings Ltd. Class A Ordinary Shares 4 1 3 2 $32K May 23, 2025
ODVYX Invesco Developing Markets Fund 4 2 2 2 $56.5K Jul 26, 2024
OGE OGE Energy Corp Common Stock 4 1 3 2 $199K Sep 11, 2025
ON ON Semiconductor Corporation - Common Stock 4 1 3 2 $32K Apr 1, 2025
OWL Blue Owl Capital Inc. Class A Common Stock 4 1 3 3 $15M Jul 11, 2025
PCAR PACCAR Inc. - Common Stock 4 2 2 3 $32K Mar 27, 2026
PCG Pacific Gas & Electric Co. Common Stock 4 1 3 2 $32K Sep 23, 2025
PDBZX PGIM Total Return Bond Fund Class Z Shares 4 1 3 2 $56.5K Jun 4, 2020
PHR Phreesia, Inc. Common Stock 4 1 3 2 $32K Aug 26, 2026
PI Impinj, Inc. - Common Stock 4 4 0 1 $32K May 14, 2025
PII Polaris Inc. Common Stock 4 2 2 1 $32K Oct 31, 2025
PRWCX T Rowe Price Capital Appreciation Fund 4 1 3 1 $166K Sep 22, 2023
RARE Ultragenyx Pharmaceutical Inc. - Common Stock 4 4 0 1 $32K Mar 3, 2026
REGL Proshares Tr S&P Midcap 400 4 2 2 1 $32K Jul 28, 2026
RH RH Common Stock 4 3 1 3 $105.5K Mar 19, 2026
ROIV Roivant Sciences Ltd. - Common Shares 4 2 2 1 $32K Oct 31, 2025
RPD Rapid7, Inc. - Common Stock 4 2 2 1 $130K May 12, 2025
RPRX Royalty Pharma PLC SHS Class A 4 1 3 2 $199K Apr 28, 2025
RYCEF Rolls-Royce Holdings PLC 4 3 1 1 $233K Jan 12, 2021
SAN Banco Santander, S.A. Sponsored ADR (Spain) 4 4 0 2 $56.5K Jun 9, 2026
SBGSF Schneider Electric SA 4 2 2 1 $32K Jan 12, 2026
SCHE SchwabEmerging Markets Equity ETF 4 4 0 2 $99K Jun 4, 2020
SCHH Schwab US REIT ETF 4 3 1 1 $32K Jun 4, 2020
SCHP Schwab U.S. TIPS ETF 4 2 2 2 $32K May 13, 2026
SHLD GlobalXFds GlobalXDefense Tech ETF 4 2 2 1 $32K Jul 28, 2026
SHM SPDRNuveen Bloomberg Barclays Short Term Municipal Bond ETF 4 3 1 3 $266K Jul 15, 2026
SIEGY Siemens AG American Depositary Shares 4 2 2 2 $32K Apr 21, 2025
SKWD Skyward Specialty Insurance Group, Inc. - Common Stock 4 4 0 1 $32K Jul 16, 2026
SKY Champion Homes, Inc. Common Stock 4 3 1 2 $32K Mar 3, 2026
SMCFX American Small Cap World F2 4 4 0 1 $32K Nov 26, 2024
SMPL The Simply Good Foods Company - Common Stock 4 4 0 1 $81K Mar 13, 2026
SPXC SPX Technologies, Inc. Common Stock 4 0 4 2 $32K Jul 16, 2026
SPYV SPDR Ser Tr State STR Spdr 4 4 0 1 $32K Apr 28, 2026
SR Spire Inc. Common Stock 4 2 2 1 $32K Oct 31, 2025
SRRIX Stone Ridge Tr II Rns Rsk Pr Int 4 0 4 1 $99K Nov 20, 2020
SSMXY Sysmex Corp UNSP/ASDR 4 1 3 1 $32K Dec 5, 2025
SSNC SS&C Technologies Holdings, Inc. - Common Stock 4 0 4 1 $56.5K May 1, 2026
ST Sensata Technologies Holding plc Ordinary Shares 4 4 0 1 $32K May 12, 2026
STAG Stag Industrial, Inc. Common Stock 4 1 3 2 $190.5K Apr 17, 2025
SUPN Supernus Pharmaceuticals, Inc. - Common Stock 4 3 1 1 $32K Mar 3, 2026
SWKS Skyworks Solutions, Inc. - Common Stock 4 2 2 3 $32K Mar 27, 2026
TCOM Trip.com Group Limited - American Depositary Shares 4 2 2 1 $32K Oct 31, 2025
TDOC Teledoc Health, Inc. 4 1 3 3 $41.5K May 18, 2023
TIC Peter L Malkin Family 9 LLC: TIC Solutions Inc (Stock) 4 0 4 1 $1.1M Aug 11, 2026
TILVX Nuveen Large Cap Value Index Fund R6 4 3 1 1 $123.5K Dec 15, 2025
TMHC Taylor Morrison Home Corporation Common Stock 4 2 2 1 $32K Oct 31, 2025
TNDM Tandem Diabetes Care, Inc. - Common Stock 4 3 1 2 $32K Mar 3, 2026
TPYP TortoiseNorth American Pipeline Fund 4 2 2 2 $56.5K Jan 23, 2026
TROW T. Rowe Price Group, Inc. - Common Stock 4 0 4 4 $56.5K Mar 20, 2026
UDR UDR, Inc. Common Stock 4 2 2 2 $32K Mar 27, 2026
UFPI UFP Industries, Inc. - Common Stock 4 1 3 2 $32K Mar 3, 2026
UIINX USAA Income Fund Institutional Shares 4 4 0 1 $32K Sep 15, 2020
UMAFX USAA Managed Allocation Fund 4 4 0 2 $32K Jan 31, 2022
UTHR United Therapeutics Corporation - Common Stock 4 2 2 1 $32K Oct 31, 2025
VADDX Invesco Equal WGHTD S&P 500 Y 4 2 2 1 $415K Oct 16, 2024
VB Vanguard Small-Cap Index Fund ETF Shares 4 3 1 1 $466K Feb 4, 2021
VBIAX Vanguard Balanced Index Fund Admiral Shares 4 4 0 1 $32K Aug 19, 2021
VBK Vanguard Small-Cap Growth Index Fund ETF Class Shares 4 1 3 2 $56.5K Jul 15, 2026
VCYT Veracyte, Inc. - Common Stock 4 3 1 1 $32K Mar 3, 2026
VEIRX Vanguard Equity Income Fund Admiral Shares 4 4 0 2 $56.5K Apr 16, 2025
VFH Vanguard Financials Index Fund ETF Shares 4 1 3 2 $315K Oct 29, 2025
VNQ Vanguard REIT ETF 4 2 2 3 $81K Aug 11, 2025
VNQI Vanguard Global ex-U.S. Real Estate ETF 4 2 2 1 $32K May 27, 2026
VONV Vanguard Russell 1000 Value Index Fund ETF Shares 4 4 0 2 $798.5K Jul 21, 2025
VSMAX Vanguard Small-Cap Index Fund Admiral Shares 4 0 4 1 $32K Nov 11, 2021
VSNT Versant Media Group, Inc. - Class A Common Stock 4 0 2 3 $24K Aug 5, 2026
VTHRX Vanguard Target Retirement 2030 Fund Investor Class Shares 4 4 0 2 $457.5K Jul 12, 2024
WBI WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests 4 4 0 1 $315K Nov 12, 2025
WELL Welltower Inc. Common Stock 4 3 1 3 $99K Mar 30, 2026
WMS Advanced Drainage Systems, Inc. Common Stock 4 1 3 3 $32K Jul 16, 2025
WSFS WSFS Financial Corporation - Common Stock 4 2 2 1 $32K Oct 31, 2025
X United States Steel Corporation Common Stock 4 2 2 2 $81K Jun 20, 2025
XLG Invesco S&P 500 Top 50 ETF 4 4 0 1 $56.5K Nov 2, 2023
ZBH Zimmer Biomet Holdings, Inc. Common Stock 4 2 2 3 $32K Mar 27, 2026
ABCB Ameris Bancorp - Common Stock 3 1 2 2 $24K Jul 10, 2026
ABEYX American Beacon International Equity Fund Class Y Shares 3 2 1 1 $24K Sep 15, 2020
ADDYY adidas AG Sponsored ADR 3 1 2 2 $24K Apr 28, 2025
ADM Archer-Daniels-Midland Company Common Stock 3 1 2 3 $115.5K Mar 20, 2026
AESI Atlas Energy Solutions Inc. Common Stock 3 2 1 1 $15.4M May 13, 2026
AGCO AGCO Corporation Common Stock 3 1 2 2 $91K Jun 24, 2025
AHLIX American Beacon AHL Managed Futures Strategy Fund Class R5 Shares 3 3 0 1 $24K Sep 14, 2020
ALLY Ally 3 0 3 2 $191K Apr 9, 2026
ALZFX Alger Focus Equity Fund Class Z Shares 3 2 1 1 $91K Sep 22, 2023
ANGO AngioDynamics, Inc. - Common Stock 3 1 2 1 $18K Oct 20, 2025
ANSS ANSYS, Inc. - Common Stock 3 0 2 2 $24K Jul 21, 2025
AORT Artivion, Inc. Common Stock 3 2 1 1 $24K Aug 20, 2026
APPL Apple Inc. 3 2 1 3 $391K Jun 10, 2026
ARCC Ares Capital Corporation Common Stock 3 0 3 3 $73K Jul 24, 2026
ARIS Aris Water Solutions, Inc. Class A Common Stock 3 1 2 1 $140K Sep 26, 2025
ARQT Arcutis Biotherapeutics, Inc. - Common stock 3 2 1 1 $24K May 29, 2026
ATRC AtriCure, Inc. - Common Stock 3 3 0 1 $24K Aug 20, 2026
AVNT Avient Corporation Common Stock 3 3 0 2 $24K Mar 3, 2026
AVRE Avantis Real Estate ETF Avantis Real Estate ETF 3 3 0 1 $215.5K May 19, 2025
BAESY BAE Systems plc 3 1 2 3 $48.5K Jan 30, 2026
BBAG JPMorgan Betabuilders US Aggregate Bond ETF 3 2 1 1 $24K Dec 29, 2025
BBAI BigBear.ai, Inc. Common Stock 3 3 0 1 $73K Feb 6, 2026
BBCA JPMorgan BetaBuilders Canada ETF 3 0 3 1 $24K Sep 16, 2025
BBCPX Bridge Builder Core Plus Bond Fund 3 1 2 1 $24K Sep 3, 2020
BBIEX Bridge Builder International Equity Fund 3 1 2 1 $24K Sep 3, 2020
BBVLX Bridge Builder Large Cap Value Fund 3 2 1 1 $48.5K Sep 3, 2020
BCC Boise Cascade, L.L.C. Common Stock 3 1 2 1 $24K Sep 25, 2025
BCLYF Barclays Plc Ord Ordinary Shares 3 3 0 1 $24K Nov 19, 2025
BEXIX Barron Select Emerging Markets 3 1 2 2 $24K May 22, 2023
BIO Bio-rad Laboratories, Inc 3 0 3 2 $24K Jan 30, 2026
BKE Buckle, Inc. 3 1 2 1 $97.5K May 12, 2025
BOOT Boot Barn Holdings, Inc. Common Stock 3 2 1 1 $24K Jun 30, 2026
BXMIX Blackstone Alternative Multi-Strategy Fund Class I Shares 3 3 0 2 $415.5K Jan 4, 2021
CART Maplebear Inc. - Common Stock 3 1 2 1 $24K Sep 25, 2025
CATY Cathay General Bancorp - Common Stock 3 2 1 2 $24K Mar 3, 2026
CCEP Coca-Cola Europacific Partners plc - Ordinary Shares 3 2 1 2 $24K Mar 30, 2026
CHDN Churchill Downs, Incorporated - Common Stock 3 1 2 2 $24K Jul 3, 2025
CHE Chemed Corp 3 1 2 2 $24K Jun 24, 2025
CINF Cincinnati Financial Corporation - Common Stock 3 0 3 3 $24K Jan 30, 2026
CLPBY Coloplast AS SP/ADR 3 1 2 1 $24K May 14, 2025
CLS Celestica, Inc. Common Stock 3 2 1 2 $73K Nov 3, 2025
CNI Canadian National Railway Company Common Stock 3 0 3 1 $24K Jan 15, 2025
CNO CNO Financial Group, Inc. Common Stock 3 1 2 2 $48.5K Jun 11, 2025
COCO The Vita Coco Company, Inc. - Common Stock 3 2 1 1 $24K Jul 10, 2026
COLB Columbia Banking System, Inc. - Common Stock 3 1 2 2 $48.5K Mar 5, 2026
CPRI Capri Holdings Limited Ordinary Shares 3 1 2 2 $24K Jun 17, 2025
CRGY Crescent Energy Company Class A Common Stock 3 1 2 2 $391K Jun 24, 2025
CRSOX Credit Suisse Commodity Return Strategy Fund CL I 3 3 0 1 $91K Jul 1, 2020
DANOY Danone S.A. 3 0 3 2 $48.5K Jan 30, 2026
DASTY Dassault Systemes SA ADR 3 0 3 1 $24K Nov 21, 2025
DB Deutsche Bank AG Common Stock 3 2 1 2 $24K Mar 30, 2026
DCO Ducommun Incorporated Common Stock 3 2 1 1 $24K Aug 7, 2026
DEM WisdomTreeEmerging Markets High Dividend Fund 3 3 0 1 $48.5K Apr 24, 2023
DFGEX DFA Global Real Estate Securities Port 3 1 2 1 $415.5K Oct 29, 2020
DFIVX DFA International Value Portfolio Institutional Class Shares 3 1 2 1 $24K Sep 3, 2020
DFWIX DFA World ex U.S. Core Equity Port Institutional Class N/L 3 1 1 1 $140K Dec 31, 2020
DIA SPDR Dow Jones Industrial Average ETF Trust 3 0 3 2 $24K Mar 16, 2026
DINO HF Sinclair Corporation Common Stock 3 1 2 1 $24K Feb 20, 2026
DOCS Doximity, Inc. Class A Common Stock 3 1 2 2 $73K Jan 30, 2026
DOCU DocuSign, Inc. - Common Stock 3 1 2 2 $24K Aug 4, 2025
DSCSY Disco Corp Unsp /ADR 3 2 1 1 $24K Mar 19, 2025
EC Ecopetrol S.A. American Depositary Shares 3 1 2 1 $24K Jul 10, 2025
EDV Vanguard Extended Duration Treasury Index Fund ETF Shares 3 0 3 1 $24K Oct 29, 2021
EFC Ellington Financial Inc. Common Stock 3 3 0 1 $24K Dec 30, 2025
EMN Eastman Chemical Company Common Stock 3 1 2 2 $24K Aug 4, 2025
ESAB ESAB Corporation Common Stock 3 3 0 1 $24K Jul 7, 2026
EXLS ExlService Holdings, Inc. - Common Stock 3 1 2 1 $24K Jan 4, 2024
FAST Fastenal Company - Common Stock 3 0 3 3 $48.5K Jan 30, 2026
FBK FB Financial Corporation Common Stock 3 3 0 1 $24K May 29, 2026
FCN FTI Consulting, Inc. Common Stock 3 1 2 1 $24K Sep 11, 2025
FNV Franco-Nevada Corporation 3 2 1 3 $48.5K Jan 30, 2026
FRPT Freshpet, Inc. - Common Stock 3 2 1 2 $24K Jan 30, 2026
FSKAX Fidelity Total Markeedp Index Fund 3 2 1 1 $48.5K Dec 14, 2020
FSNUX Fidelity Freedom 2035 Fund 3 2 1 2 $240K Jul 12, 2024
FSS Federal Signal Corporation Common Stock 3 3 0 2 $24K Mar 9, 2026
FULT Fulton Financial Corporation - Common Stock 3 0 3 1 $425K Apr 23, 2026
GBCI Glacier Bancorp, Inc. 3 2 1 2 $24K Jul 21, 2026
GBOOY Grupo Financiero Banorte, S.A.B. De C.V Sponsored ADR 3 1 2 2 $24K Mar 18, 2025
GGG Graco Inc. Common Stock 3 1 2 2 $24K Aug 4, 2025
GICIX Goldman Sachs International Small Cap Insights Fund 3 3 0 2 $91K Dec 26, 2024
GIGB Goldman Sachs Access Investment Grade Corporate Bo 3 3 0 1 $24K Feb 6, 2026
GL Globe Life Inc. Common Stock 3 2 1 2 $24K Mar 27, 2026
GLDW SPDR Long Dollar Gold Trust 3 3 0 1 $24K Mar 10, 2025
GMAB Genmab A/S - American Depositary Shares 3 2 1 2 $24K Mar 30, 2026
GPOR Gulfport Energy Corporation Common Shares 3 2 1 1 $24K Jan 9, 2026
GQGIX GQG PartnersEmerging Markets Equity Fund Institutional Class Shares 3 3 0 1 $24K May 2, 2025
GSLC Goldman Sachs ActiveBeta US Large Cap Equity ETF 3 0 3 1 $140K May 30, 2023
GTLS Chart Industries, Inc. 3 0 3 2 $24K Jul 17, 2026
HACAX Harper Capital Appreciation 3 0 3 2 $73K May 22, 2023
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. 3 0 3 1 $48.5K Mar 22, 2021
HBAN Huntington Bancshares Incorporated - Common Stock 3 1 2 3 $191K Mar 27, 2026
HEI Heico Corporation Common Stock 3 0 3 2 $24K Jan 30, 2026
HIW Highwoods Properties, Inc. Common Stock 3 2 1 1 $97.5K May 12, 2025
HLMEX Harding Loevner Emerging Markets Portfolio Institutional Class 3 1 2 2 $191K Dec 16, 2025
HPQ HP Inc. Common Stock 3 1 2 3 $24K Mar 27, 2026
HRI Herc Holdings Inc. Common Stock 3 1 2 1 $97.5K Apr 11, 2025
HSIC Henry Schein, Inc. - Common Stock 3 1 2 3 $24K Apr 8, 2025
HST Host Hotels & Resorts, Inc. - Common Stock 3 1 2 3 $48.5K Jan 9, 2026
HUBS HubSpot, Inc. Common Stock 3 1 2 2 $24K Nov 19, 2025
HYG iShares iBoxx $ High Yield Corporate Bond ETF 3 2 1 2 $24K Apr 9, 2025
IEUR Ishares Tr Ishares Core MSCI Europe 3 3 0 1 $24K Jul 28, 2026
INST Instructure Holdings, Inc. Common Stock 3 1 2 1 $24K Jan 4, 2024
IRTC Irhythm Technologies Inc 3 0 3 1 $24K Aug 14, 2025
IWP iShares Russell Mid-Cap Growth ETF 3 2 1 2 $91K Feb 21, 2025
IYT iShares Transportation Average ETF 3 0 3 2 $240K Jun 5, 2025
JBND JP Morgan Active Bond EFT 3 2 1 1 $24K Dec 29, 2025
JGRO JPMorgan Active Growth ETF 3 2 1 1 $24K Dec 29, 2025
JMST JPMorgan Ultra-Short Municipal Income ETF 3 2 1 1 $97.5K Jul 7, 2025
JNRFX Janus Henderson Research Fund 3 0 3 1 $97.5K Jan 11, 2024
JPST JPMorgan Ultra-Short Income ETF 3 1 2 2 $24K Nov 13, 2025
KOMP SPDR S&P Kensho New Economies Composite ETF 3 3 0 1 $48.5K Jun 4, 2020
LB LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests 3 3 0 1 $182.5K Nov 21, 2025
LECO Lincoln Electric Holdings, Inc. - Common Shares 3 0 3 3 $48.5K Jan 30, 2026
LFUS Littelfuse, Inc. - Common Stock 3 1 2 1 $97.5K May 12, 2025
LGN Legence Corp. - Class A Common stock 3 3 0 1 $24K Mar 3, 2026
LITP Sprott Lithium Miners ETF 3 2 1 1 $24K May 27, 2026
LLDYX Lord Abbett Short Duration Income Fund Class I Shares 3 0 3 2 $48.5K Dec 16, 2022
LLYVK Liberty Media Corporation - Series C Liberty Live Common Stock 3 0 1 2 $24K Dec 16, 2025
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 3 2 1 2 $73K May 14, 2026
LW Lamb Weston Holdings, Inc. Common Stock 3 0 3 3 $24K Mar 26, 2025
MADCX BlackRockEmerging Markets Fund, Inc Institutional Shares 3 1 2 3 $48.5K Mar 25, 2025
MAS Masco Corp. 3 1 2 2 $24K Apr 7, 2025
MBGL Mobility Global Inc. Common Stock 3 0 3 1 $24K Aug 11, 2026
MFAIX Morgan Stanley Institutional Fund Trust International Advantage Portfolio Class I Shares 3 0 3 1 $24K Dec 18, 2023
MGA Magna International, Inc. Common Stock 3 0 3 1 $24K Jul 10, 2026
MGTIX Massachusetts Investors Growth Stock Fund Class I Shares 3 3 0 1 $48.5K Mar 28, 2025
MIAYX American Multi Sector Inc F2 3 3 0 1 $24K Nov 26, 2024
MINJX MFS International Intrinsic Value Fund Class R6 Shares 3 0 3 1 $24K Sep 3, 2020
MKTX MarketAxess Holdings, Inc. - Common Stock 3 1 2 2 $24K Apr 9, 2026
MMSI Merit Medical Systems, Inc. - Common Stock 3 1 2 1 $24K Sep 25, 2025
MNDY monday.com Ltd. - Ordinary Shares 3 3 0 2 $24K Mar 30, 2026
MT Arcelor Mittal NY Registry Shares NEW 3 2 1 2 $24K Mar 30, 2026
MTB M&T Bank Corporation Common Stock 3 2 1 2 $24K Nov 18, 2025
MTUM iShares Edge MSCI USA Momentum Factor ETF 3 3 0 2 $240K Oct 30, 2025
MTX Minerals Technologies Inc. Common Stock 3 2 1 1 $24K Jul 10, 2026
NDSN Nordson Corporation - Common Stock 3 0 3 2 $24K Apr 8, 2025
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share 3 2 1 2 $24K Jul 20, 2026
NMRK Shares in Retirement Accounts 3 0 3 1 $3.1M Oct 6, 2025
NOV NOV Inc. Common Stock 3 1 2 2 $24K Jan 30, 2026
NTRA Natera, Inc. - Common Stock 3 2 1 1 $24K Sep 22, 2025
NWE NorthWestern Energy Group, Inc. - Common Stock 3 2 1 2 $24K Mar 3, 2026
OANIX Oakmark International Fund Institutional Class Shares 3 1 2 2 $24K Mar 12, 2025
OEF iShares S&P 100 ETF 3 1 2 1 $725K Jul 30, 2021
OGN Organon & Co. Common Stock 3 0 3 2 $24K Aug 5, 2026
OPEN Opendoor Technologies Inc - Common Stock 3 2 1 1 $24K Dec 26, 2025
OSK Oshkosh Corporation 3 1 2 1 $24K Oct 31, 2025
PATK Patrick Industries, Inc. - Common Stock 3 2 1 3 $24K Mar 3, 2026
PDBC Invesco Optimum Yield Diversified Commodity Strate 3 2 1 1 $782.5K Dec 26, 2024
PIMIX PIMCO Income Fund Institutional Class Shares 3 2 1 3 $3M Mar 24, 2025
PMYYX Putnam Core Equity Y Reinvestment 3 3 0 1 $91K Dec 5, 2024
PPBI Pacific Premier Bancorp Inc - Common Stock 3 0 2 2 $24K Sep 3, 2025
PPL PPL Corporation Common Stock 3 1 2 2 $24K Jan 30, 2026
PRFHX T Rowe Price Tax Fre High Yield FD Inc 3 3 0 1 $358K Oct 30, 2020
PRGS Progress Software Corporation - Common Stock 3 1 2 2 $91K Mar 16, 2026
PRIUX T Rowe Price International Stock Fund Class I Shares 3 2 1 1 $24K Sep 3, 2020
PRNDY Pernod Ricard S A SP/ADR 3 1 2 2 $24K Feb 7, 2025
PRSMX T Rowe Price Summit Mun FDS INC- Mun Inter FD 3 3 0 1 $758K Oct 30, 2020
Q Qnity Electronics, Inc. Common Stock 3 1 0 3 $24K Mar 27, 2026
QQQM Invesco NASDAQ 100 ETF Invesco NASDAQ 100 ETF 3 3 0 2 $48.5K Aug 7, 2024
RBGLY Reckitt Benckiser Group plc 3 0 3 3 $48.5K Jan 30, 2026
RFBSX Russell Short Duration Bond 3 2 1 1 $115.5K Nov 6, 2023
RGESX Russell International Global Equity Fund 3 2 0 1 $258K Nov 7, 2024
RRC Range Resources Corporation Common Stock 3 1 2 2 $24K May 5, 2026
RRX Regal Rexnord Corporation Common Stock 3 1 2 2 $24K Jan 30, 2026
SATS EchoStar Corporation - Common stock 3 1 2 1 $24K Oct 31, 2025
SBGSY Schneider Electric 3 2 1 1 $24K Nov 6, 2023
SCHA Schwab US Small-Cap ETF 3 0 3 3 $24K Mar 13, 2025
SCHO Schwab Short-Term US Treasury ETF 3 0 3 1 $48.5K Jul 15, 2026
SEI Solaris Energy Infrastructure, Inc. Class A Common Stock 3 2 1 1 $48.5K Jan 9, 2026
SERA Sera Prognostics Inc-A 3 0 3 1 $24K Aug 14, 2025
SLGN Silgan Holdings Inc. 3 0 3 2 $24K Jan 15, 2026
SLV iShares Silver Trust 3 0 3 1 $24K Jun 30, 2021
SMEGF Siemens Energy AG 3 3 0 1 $24K Nov 19, 2025
SMNNY Shimano Inc UNSP/ADR 3 0 3 3 $48.5K Jan 30, 2026
SNAP Snap Inc. Class A Common Stock 3 2 1 3 $24K Feb 4, 2025
SNN Smith & Nephew SNATS, Inc. Common Stock 3 2 1 2 $24K Mar 30, 2026
SPHR Sphere Entertainment Co. Class A Common Stock 3 3 0 2 $48.5K Jun 15, 2026
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF 3 3 0 1 $115.5K Apr 24, 2023
SPLG SPDR Portfolio S&P 500 ETF 3 3 0 1 $73K Apr 24, 2023
STWD STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. 3 1 2 2 $191K Jun 17, 2025
SUWIX DWS Core Equity Fund Institional Class Shares 3 3 0 1 $240K Dec 16, 2024
SWGXX Schwab Government Money Fund Sweep Class Shares 3 3 0 2 $766K Dec 26, 2023
SWK Stanley Black & Decker Inc 3 1 2 3 $115.5K Jan 12, 2026
SWTX SpringWorks Therapeutics, Inc. - common stock 3 1 2 2 $48.5K Jul 2, 2025
SYF Synchrony Financial Common Stock 3 2 1 3 $48.5K Apr 9, 2026
TCEHY Tencent HLDGS UNSP/ADR 3 0 3 3 $24K Apr 9, 2025
TCIEX Nuveen International Equity Index Fund 3 3 0 1 $48.5K Dec 12, 2025
TCNNF Trulieve Cannabis Corp 3 0 3 2 $215.5K May 28, 2026
TECB iShares US Tech Breakthrough Multisector ETF 3 3 0 1 $48.5K Jun 4, 2020
TEM Tempus AI, Inc. - Class A Common Stock 3 3 0 2 $158K Jan 16, 2026
TFX Teleflex Incorporated Common Stock 3 1 2 2 $24K Jul 22, 2025
TISCX Nuveen Large Cap Responsible Equity Fund R6 3 3 0 1 $115.5K Dec 12, 2025
TISEX Nuveen Quant Small Cap Equity Fund Institutional Class Shares 3 3 0 1 $73K Dec 12, 2025
TOIXX Toixx 3 2 1 1 $48.5K Jun 23, 2025
TPL Texas Pacific Land Corporation Common Stock 3 2 1 2 $24K Aug 13, 2025
TQQQ Proshares Ultrapro QQQ ETF 3 2 1 1 $140K Apr 23, 2025
TRBCX T Rowe Price Blue CH Growth Fund 3 1 2 1 $48.5K Dec 15, 2020
TSN Tyson Foods, Inc. Common Stock 3 2 1 2 $24K Sep 23, 2025
TTTXX Treasury Trust Fund Institutional Shares 3 0 3 2 $182.5K Jan 28, 2026
UA Under Armour, Inc. Class C Common Stock 3 1 2 2 $24K Feb 10, 2026
UBSI United Bankshares, Inc. - Common Stock 3 2 1 1 $24K Jun 11, 2025
UHS Universal Health Services, Inc. Common Stock 3 2 1 3 $24K Mar 27, 2026
UIGRX USAA Growth Fund Institutional Class Shares 3 2 1 1 $240K Dec 22, 2023
UIIFX USAA International Fund Institutional Class Shares 3 2 1 1 $215.5K Dec 22, 2023
UIISX USAA Income Stock Fund Institutional Class Shares 3 2 1 1 $215.5K Dec 22, 2023
UISCX USAA Small Cap Stock Fund Institutional Class Shares 3 2 1 1 $48.5K Dec 22, 2023
ULTA Ulta Beauty, Inc. - Common Stock 3 1 2 3 $48.5K Mar 19, 2026
UNCFF Unicredito Spa Ord New 3 3 0 1 $24K Nov 19, 2025
UNICY Unicharm Corp S/ADR 3 1 2 1 $24K May 14, 2025
USPH U.S. Physical Therapy, Inc. Common Stock 3 2 1 2 $24K May 20, 2025
UTZ Utz Brands Inc Class A Common Stock 3 2 1 2 $24K Dec 8, 2025
VEMRX Vanguard Emerging Markets Stock Index Institutional Plus 3 2 1 2 $24K Dec 12, 2025
VEVRX Victory Sycamore Established Value Fund Class R6 Shares 3 3 0 1 $24K Sep 14, 2020
VGIAX Vanguard Growth & Income Fund Admiral Shares 3 3 0 1 $24K Sep 15, 2020
VNOM Viper Energy, Inc. - Class A Common Stock 3 2 1 2 $48.5K Mar 13, 2026
VO Vanguard Midcap 3 0 3 1 $97.5K Sep 23, 2024
VSAT ViaSat, Inc. - Common Stock 3 1 2 2 $91K Aug 28, 2026
VT Vanguard Total World Stock Index Fund ETF Class Shares 3 1 2 2 $458K Feb 10, 2022
VTR Ventas, Inc. Common Stock 3 2 1 2 $24K Mar 27, 2026
VTTVX Vanguard Target Retirement 2025 Fund Investor Class Shares 3 0 3 2 $425K Mar 14, 2025
VTTWX Vanguard Institutional Target Retirement 2030 Fund Institutional Class Shares 3 1 2 2 $191K Nov 1, 2021
VWELX Vanguard/Wellington Fund, Inc Investor Shares 3 0 3 1 $48.5K Apr 21, 2023
WEX WEX Inc. common stock 3 0 3 1 $24K Jun 4, 2025
WFMIX Allspring Special Mid Cap Value Fund Institutional Class 3 0 3 2 $73K Oct 1, 2024
WPC W. P. Carey Inc. REIT 3 2 1 2 $48.5K Jan 12, 2026
XAR SPDR S&P Aerospace & Defense ETF 3 1 2 3 $24K Jul 28, 2026
XNGSY Een Energy HLDGS UNSP/ADR 3 0 3 1 $24K Mar 24, 2026
XSW SPDR S&P Software & Services ETF 3 0 3 1 $73K Oct 29, 2025
AAON AAON, Inc. - Common Stock 2 0 2 1 $16K Jan 13, 2025
ABYIX Abbey Capital Futures Strategy Fund Class I Shares 2 1 1 1 $40.5K Sep 14, 2020
ADYEY Adyen N V 2 2 0 1 $16K Mar 16, 2023
AEO American Eagle Outfitters, Inc. Common Stock 2 1 1 1 $65K May 12, 2025
AEPFX American Fund Europacific Growth Fund 2 1 1 2 $183K Apr 15, 2024
AES The AES Corporation Common Stock 2 1 1 2 $16K Feb 25, 2025
AFG American Financial Group, Inc. Common Stock 2 1 1 1 $16K Feb 24, 2025
AGG iShares Core US Aggregate Bond 2 1 1 1 $350K Jun 2, 2020
AGVGX American Global Insight F2 2 2 0 1 $16K Nov 26, 2024
AIRR First Trust RBA American Industrial Renaissance ETF 2 2 0 1 $65K Jun 6, 2024
ALAB Astera Labs, Inc. - Common Stock 2 0 2 1 $16K Feb 27, 2025
ALNY Alnylam Pharmaceuticals, Inc. - Common Stock 2 0 2 2 $40.5K Aug 11, 2026
ALV Autoliv, Inc. Common Stock 2 1 1 1 $16K Aug 4, 2025
AMED Amedisys Inc - Common Stock 2 1 1 1 $16K Aug 18, 2025
AMLP Alerian MLP ETF 2 1 1 1 $150K Jul 2, 2020
APA APA Corporation - Common Stock 2 1 1 1 $16K Jan 9, 2026
AQMIX AQR Managed Futures Strategy Fund Class I Shares 2 1 1 1 $16K Apr 14, 2020
AR Antero Resources Corporation Common Stock 2 1 1 1 $16K Jul 22, 2025
ARGX argenx SE - American Depositary Shares 2 1 1 2 $16K Mar 30, 2026
ASAZY Assa Abloy AB Unsponsored ADR 2 1 1 1 $16K Apr 21, 2025
ASTH Astrana Health Inc. - Common Stock 2 1 1 1 $350K Aug 19, 2025
ATLKY Atlas Copco AB A S/ADR 2 0 2 2 $16K Apr 9, 2025
AVLV Avantis U.S. Large Cap Value ETF Avantis U.S. Large Cap Value ETF 2 1 1 1 $16K Jul 21, 2025
AVY Avery Dennison Corporation Common Stock 2 0 2 1 $16K Apr 8, 2025
AWI Armstrong World Industries Inc Common Stock 2 1 1 1 $16K Jun 17, 2025
AXAHY Axa 2 0 2 1 $550K Aug 17, 2020
AZBAX AllianzGI Small-Cap Fund Class A Shares 2 0 2 1 $207.5K Feb 19, 2020
AZPN Aspen Technology, Inc. - Common Stock 2 1 1 1 $16K Dec 6, 2024
AZSEY Allianz SE ADS 2 2 0 1 $16K Nov 19, 2025
BBT Beacon Financial Corporation Common stock 2 0 2 1 $16K Sep 25, 2025
BBVA Banco Bilbao Vizcaya Argentaria S.A. Common Stock 2 1 1 2 $40.5K Mar 30, 2026
BBY Best Buy Co., Inc. Common Stock 2 1 1 2 $16K Mar 27, 2026
BCOSX Baird Core Plus Bond Fund Investor Class Shares 2 1 1 1 $16K Jun 4, 2020
BCPC Balchem Corporation - Common Stock 2 1 1 2 $16K Jul 10, 2026
BCRX BioCryst Pharmaceuticals, Inc. - Common Stock 2 2 0 1 $16K Jul 10, 2026
BG Bunge Limited Common Shares 2 1 1 2 $83K Mar 27, 2026
BILL BILL Holdings, Inc. Common Stock 2 1 1 1 $16K Aug 13, 2025
BMI Badger Meter, Inc. Common Stock 2 2 0 1 $16K Jan 4, 2024
BNPQF BNP Paribas Ordinary Shares 2 2 0 1 $16K Jun 9, 2026
BRCM Broadcom Corporation - Class A 2 0 2 2 $16K Jun 30, 2026
BREIT Blackstone Real Estate Income Trust 2 0 2 1 $250K May 31, 2024
BRKL Brookline Bancorp, Inc. - Common Stock 2 1 1 1 $16K Jun 17, 2025
BRY Berry Corporation 2 0 2 1 $4.7K Sep 15, 2025
BSFIX Baron Small Cap Fund 2 0 2 1 $40.5K Jul 26, 2024
BUFR FT Cboe Vest Fund of Buffer ETFs FT Cboe Vest Fund of Buffer ETFs 2 2 0 1 $107.5K Jun 6, 2024
BWA BorgWarner Inc. Common Stock 2 1 1 1 $16K Apr 1, 2025
CAVA CAVA Group, Inc. 2 1 1 1 $16K Oct 15, 2024
CBU Community Financial System, Inc. Common Stock 2 1 1 1 $16K Jun 17, 2025
CCLFX Cliffwater Corporate Lending Fund 2 0 2 1 $65K May 29, 2026
CDP COPT Defense Properties Common Shares of Beneficial Interest 2 1 1 1 $16K Jul 16, 2025
CECO CECO Environmental Corp. - Common Stock 2 2 0 1 $16K Aug 20, 2026
CENTA Central Garden & Pet Company - Class A Common Stock Nonvoting 2 1 1 2 $16K Mar 3, 2026
CHWY CHWY 2 0 2 2 $16K Sep 27, 2022
CMPGY Compass Group PLC 2 2 0 1 $16K Jun 29, 2023
CMPO CompoSecure, Inc. - Class A Common Stock 2 2 0 1 $16K Jan 14, 2025
CMTFX ColumbiaGlobal Technology Growth Fund Institutional Class Shares 2 0 2 1 $83K Sep 22, 2023
CNP CenterPoint Energy, Inc. 2 1 1 2 $16K Jan 30, 2026
COF.I Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer 2 2 0 1 $16K Jun 2, 2025
CPT Camden Property Trust Common Stock 2 1 1 2 $16K Mar 27, 2026
CRARY Credit Agricole SA Unsponsored ADR 2 1 1 1 $16K Apr 21, 2025
CRIAX CRM SMALL/MID Cap Value Fund Class Inst 2 0 2 1 $107.5K Apr 20, 2020
CTL CenturyLink Inc 2 0 2 1 $83K Feb 10, 2020
CUBE CubeSmart Common Shares 2 1 1 1 $16K Aug 13, 2025
CUZ Cousins Properties Incorporated Common Stock 2 1 1 1 $16K Jul 16, 2025
CVRX Peter L Malkin Family 2000 LLC: Cvrx Inc 2 0 2 1 $16K Jul 8, 2026
CW Curtiss-Wright Corporation Common Stock 2 1 1 1 $16K Jul 22, 2025
CYBR CyberArk Software Ltd. - Ordinary Shares 2 2 0 1 $16K Jan 4, 2024
CZR Caesars Entertainment, Inc. - Common Stock 2 1 1 1 $65K Mar 31, 2025
DAVA Endava plc American Depositary Shares 2 0 2 2 $16K May 16, 2025
DBSDF DBS Group HLDGS LTD Ord 2 2 0 1 $16K Nov 20, 2025
DCCIX Delaware Small Cap Core Fund Institutional Class Shares 2 1 1 1 $16K Jul 15, 2026
DEVIX Delaware Small Cap Value Fund Institutional Class Shares 2 1 1 1 $16K May 28, 2020
DFAU Dimensional US Core Equity Market ETF Dimensional US Core Equity Market ETF 2 1 1 1 $1.5M May 6, 2025
DFIEX DFA International Core Equity I 2 0 2 1 $350K Oct 29, 2020
DFS Discover Financial Services Common Stock 2 0 2 2 $40.5K Apr 7, 2025
DFSTX DFA U.S. Small Cap Portfolio Institutional Class N/L 2 0 1 1 $65K Nov 9, 2020
DFSV Dimensional ETF Trust US Small Cap Val 2 2 0 1 $16K Jul 21, 2025
DFSVX US Small Cap Value Portfolio Institutional Class Shares 2 0 1 2 $107.5K Mar 18, 2025
DFVEX DFA US Vector Equity I 2 0 2 1 $750K Oct 29, 2020
DNP DNP Select Income Fund, Inc 2 0 2 1 $16K May 18, 2023
DTE Dte Energy Company 2 0 2 2 $16K Jan 30, 2026
DTEGY Deutsche Telekom AG 2 1 1 1 $16K Apr 21, 2025
DUHP Dimensional US High Proftblty ETF 2 1 1 1 $750K May 6, 2025
DUSLX DFA U.S. Large Cap Growth Port Institutional Class N/L 2 0 2 1 $65K Dec 24, 2020
DVLT Datavault 2 1 1 1 $16K May 16, 2025
DVY iShares Select Dividend ETF 2 2 0 2 $3.2M Oct 22, 2021
EGRIX Eaton Vance Global Macro Absolute Return Advantage Fund Class I Shares 2 2 0 1 $383K Jan 5, 2021
EIG Employers Holdings Inc Common Stock 2 1 1 1 $16K Jul 10, 2025
EIHYX Eaton Vance High Yield Municipal Income Fund Class I Shares 2 2 0 1 $782.5K Jan 5, 2021
EILTX Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I Shares 2 1 1 1 $65K Dec 8, 2023
EMX EMX Royalty Corporation Common Shares (Canada) 2 0 2 1 $550K Feb 27, 2025
ENPH Enphase Energy, Inc. - Common Stock 2 1 1 1 $16K Feb 12, 2025
EQH Equitable Holdings, Inc. 2 0 2 2 $183K Jul 16, 2025
ESNT Essent Group Ltd. Common Shares 2 1 1 1 $16K Jun 17, 2025
ESPNX Allspring Special Small Cap Value Fund 2 0 2 1 $8K Sep 22, 2023
ESS Essex Property Trust, Inc. Common Stock 2 1 1 2 $16K Mar 27, 2026
EVTC Evertec, Inc. Common Stock 2 1 1 1 $16K Jun 17, 2025
EVVTY Evolution AB UNSP/ADR 2 1 1 2 $16K Jan 9, 2026
EWJ iShares MSCI Japan ETF 2 0 2 2 $75K Sep 12, 2025
EXG Eaton VanceTax-ManagedGlobal Diversified Equity Income Fund 2 1 1 1 $40.5K Apr 14, 2020
FABZX Franklin K2 Alternative Strategies Fund Advisor Class Shares 2 1 1 1 $40.5K Feb 13, 2020
FBRT Franklin BSP Realty Trust, Inc. Common Stock 2 1 1 1 $16K Jun 11, 2025
FFIN First Financial Bankshares, Inc. - Common Stock 2 1 1 1 $16K Jun 17, 2025
FHB First Hawaiian, Inc. - Common Stock 2 1 1 1 $16K Jun 17, 2025
FITZX Franklin Federal Intermediate-Term Tax-Free Income Fund Advisor Class Shares 2 2 0 1 $3M Jan 5, 2021
FIZZ National Beverage Corp. - Common Stock 2 1 1 1 $16K Jun 17, 2025
FLNG FLEX LNG Ltd. Ordinary Shares 2 0 2 1 $65K Mar 7, 2025
FLR Fluor Corporation Common Stock 2 0 2 2 $32.5K Dec 29, 2025
FLYW Flywire Corporation - Voting Common Stock 2 0 2 2 $16K Apr 17, 2025
FNA Paragon 28, Inc. Common Stock 2 1 1 2 $16K Feb 27, 2025
FNB F.N.B. Corporation Common Stock 2 1 1 1 $16K Jun 11, 2025
FOX Fox Corporation - Class B Common Stock 2 1 1 1 $16K Jun 16, 2026
FR First Industrial Realty Trust, Inc. Common Stock 2 1 1 1 $16K Aug 4, 2025
FROGX Fidelity Advisor Municipal Income Fund Class I Shares 2 1 1 1 $16K Jul 15, 2026
FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest 2 1 1 1 $40.5K Jun 1, 2026
FXF Invesco Currency Shares 2 1 1 1 $16K Jul 17, 2025
GAP Gap, Inc. 2 0 2 2 $16K Aug 13, 2026
GATX GATX Corporation Common Stock 2 1 1 1 $16K Jun 17, 2025
GF New Germany Fund, Inc. 2 0 2 1 $8K Jun 29, 2021
GFI Gold Fields Limited American Depositary Shares 2 1 1 1 $16K Jun 24, 2025
GICUX Goldman Sachs International Small Cap Insights Fund Class R6 Shares 2 1 1 1 $16K Sep 14, 2020
GIPXX Goldman Sachs Financial Square Treasury Instruments Fund Premier Class Shares 2 2 0 1 $16K Mar 5, 2021
GLPI Gaming and Leisure Properties, Inc. - Common Stock 2 1 1 2 $16K Sep 26, 2024
GNRC Generac Holdlings Inc. Common Stock 2 0 2 2 $16K Apr 8, 2025
GNW Genworth Financial Inc Common Stock 2 1 1 1 $16K Jun 17, 2025
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock 2 2 0 1 $16K Jul 24, 2026
GPI Group 1 Automotive, Inc. Common Stock 2 1 1 1 $16K Aug 4, 2025
GTES Gates Industrial Corporation plc Ordinary Shares 2 2 0 2 $16K Mar 3, 2026
GTEYX Gateway Fund Gateway Fund CL Y 2 1 1 1 $16K Jul 1, 2020
GTLB GitLab Inc. - Class A Common Stock 2 0 2 1 $16K Jun 11, 2025
H Hyatt Hotels Corporation Class A Common Stock 2 1 1 1 $16K Oct 14, 2025
HACK Amplify ETF TR 2 1 1 1 $16K Apr 16, 2025
HALO Halozyme Therapeutics, Inc. - Common Stock 2 1 1 1 $16K Mar 9, 2026
HEINY Heineken N.V. 2 0 2 2 $40.5K Jan 30, 2026
HFEIX Janus Henderson European Focus Fund Class I Shares 2 1 1 1 $40.5K Sep 14, 2020
HGOIX Hartford Growth Opportunities Fund Class I Shares 2 1 1 1 $65K Feb 13, 2020
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund 2 0 2 2 $40.5K May 22, 2023
HII Huntington Ingalls Industries, Inc. Common Stock 2 0 2 2 $40.5K May 5, 2026
HKXCY Hong Kong Exchanges & Clearing Ltd Unsponsored ADR 2 1 1 1 $16K Apr 21, 2025
HLMN Hillman Solutions Corp. - Common Stock 2 1 1 2 $16K Apr 17, 2025
HNI HNI Corporation Common Stock 2 1 1 1 $65K May 8, 2025
HOLX Hologic, Inc. - Common Stock 2 0 2 2 $16K Apr 8, 2026
HRB H&R Block, Inc. Common Stock 2 1 1 1 $16K Sep 23, 2025
HTH Hilltop Holdings Inc. 2 1 1 1 $16K Jun 17, 2025
HURA TuHURA Biosciences, Inc. - Common Stock 2 2 0 1 $83K Jul 13, 2025
HYD VanEck Vectors High-Yield Municipal Index ETF 2 2 0 1 $16K Jul 15, 2026
IBDQ Dec 2025 Term Corp Ishares Ibonds ETF 2 1 1 2 $40.5K Dec 18, 2025
IBDSF Iberdrola SA Bilbao Ordinary Shares 2 2 0 1 $16K Nov 19, 2025
ICHR Ichor Holdings - Ordinary Shares 2 1 1 1 $10.7K Jun 17, 2026
IGV iShares Expanded Tech-Software Sector ETF 2 1 1 2 $16K Jun 25, 2026
IJK iShares S&P Mid-Cap 400 Growth ETF 2 1 1 1 $40.5K Apr 14, 2020
INVA Innoviva, Inc. - Common Stock 2 0 2 1 $450K Mar 25, 2025
IOT Samsara Inc. Class A Common Stock 2 0 2 1 $6M Jul 14, 2026
ISNPY Intesa Sanpaolo S.P.A. Sponsored ADR 2 1 1 1 $16K Apr 21, 2025
IWR iShares Russell Mid-Cap ETF 2 2 0 2 $758K Mar 9, 2022
IYY iShares Dow Jones US ETF 2 2 0 1 $65K Oct 30, 2025
JMHLY Jardine Matheson Holdings Limited 2 0 2 2 $40.5K Jan 30, 2026
JNPR Juniper Networks, Inc. Common Stock 2 1 1 1 $16K Feb 12, 2025
JOHIX JOHCM International Select Fund Class I Shares 2 0 2 1 $150K Sep 16, 2024
JPIE JPMorgan Exchange Traded FD Income ETF 2 1 1 1 $16K Apr 11, 2025
JVMRX John Hancock Funds III Disciplined Value Mid Cap Fund Class R6 Shares 2 1 1 1 $16K Sep 3, 2020
KBH KB Home Common Stock 2 1 1 1 $16K Jun 17, 2025
KD Kyndryl Holdings, Inc. Common Stock 2 0 2 2 $8.2K Dec 31, 2025
KEYS Keysight Technologies Inc. Common Stock 2 1 1 2 $40.5K Apr 11, 2025
KRSOX KKR Real Estate Select Trust Class U 2 2 0 1 $16K Feb 4, 2026
LAD Lithia Motors, Inc. Common Stock 2 1 1 1 $16K Aug 4, 2025
LANFX Lord Abbett National Tax Free Fund Class F Shares 2 2 0 1 $782.5K Jan 5, 2021
LAZ Lazard, Inc. Common Stock 2 0 2 2 $107.5K Jun 23, 2025
LAZR Luminar Technologies Inc 2 0 2 1 $40.5K Dec 24, 2025
LBRDA Liberty Broadband Corp. 2 0 2 1 $16K Nov 17, 2020
LNC Lincoln National Corporation Common Stock 2 1 1 1 $16K Jun 17, 2025
LNT Alliant Energy Corporation 2 1 1 1 $16K Aug 13, 2025
LRLCY L'Oreal Co. American Depositary Shares 2 1 1 2 $16K Apr 9, 2025
LSTR Landstar System, Inc. - Common Stock 2 1 1 1 $16K Jul 16, 2025
LSWWX Loomis Sayles Global Allocation Fund Class Y Shares 2 0 2 1 $40.5K Sep 22, 2023
LXP LXP Industrial Trust Common Stock 2 1 1 1 $16K Jun 10, 2025
LYRIX Lyrical US Value Equity Fund Institutional Class Shares 2 1 1 1 $83K Sep 14, 2020
LZAGY Lonza Group 2 0 2 1 $16K Nov 8, 2023
MEDIX MFS Emerging Markets Debt Fund 2 0 2 1 $16K Jul 26, 2023
MFP Midera Food Processing, Inc. - Common Stock 2 0 1 1 $40.5K Aug 3, 2026
MGM MGM Resorts International Common Stock 2 1 1 2 $16K Mar 27, 2026
MHVIY Mitsubishi HVY Ind U/ADR 2 1 1 1 $16K Apr 21, 2025
MICC The Magnum Ice Cream Company N.V. Ordinary Shares 2 0 2 1 $16K Mar 8, 2026
MIELY Mitsubishi Electric Corporation 2 0 2 2 $40.5K Jan 30, 2026
MIMIX MFS Municipal Income Fund Class I Shares 2 1 1 1 $16K Jul 15, 2026
MKKGY Merck KGaA 2 0 2 2 $83K Jan 30, 2026
MMP Magellan Midstream Partners, LP 2 0 2 2 $375K Jun 29, 2021
MRAAY Murata Manufacturing Co Ltd Unsponsored ADR 2 1 1 1 $16K Apr 21, 2025
MRP Millrose Properties, Inc. Class A Common Stock 2 0 1 1 $16K Feb 24, 2025
MRSH Marsh Common Stock 2 0 2 2 $16K Aug 24, 2026
MSADY MS&AD Insurance Group Holdings, Inc. 2 0 2 2 $40.5K Jan 30, 2026
MSEQX Morgan Stanley Institutional Fund Trust Growth Portfolio Class I Shares 2 1 1 1 $83K Sep 14, 2020
MSTY Yieldmax MSTR Opt Incm Strtgy ETF 2 2 0 1 $107.5K Aug 20, 2025
MTCH Match Group, Inc. - Common Stock 2 1 1 1 $65K May 12, 2025
MTG MGIC Investment Corporation Common Stock 2 1 1 1 $16K Jun 17, 2025
MTHRY M3 Inc UNSP/ADR 2 1 1 1 $16K Dec 5, 2025
NAT Nordic American Tankers Ltd. 2 0 2 1 $250K Feb 28, 2025
NBHIX Neuberger Berman Equity Income Fund Institutional Class Shares 2 1 1 1 $183K Mar 4, 2020
NBIX Neurocrine Biosciences, Inc. - Common Stock 2 1 1 1 $16K Jun 17, 2025
NCR NCR Corporation 2 0 2 2 $8K Jun 29, 2021
NEO NeoGenomics, Inc. - Common Stock 2 2 0 1 $16K Aug 7, 2026
NEW Ametek Inc 2 2 0 1 $16K Oct 31, 2025
NHI National Health Investors, Inc. Common Stock 2 2 0 1 $16K Jul 10, 2026
NI NiSource Inc Common Stock 2 0 2 2 $83K May 12, 2025
NJR NewJersey Resources Corporation Common Stock 2 1 1 1 $16K Jun 11, 2025
NNN NNN REIT, Inc. Common Stock 2 1 1 1 $16K Aug 13, 2025
NOG Northern Oil and Gas, Inc. Common Stock 2 1 1 1 $16K Aug 4, 2025
NRDBY Nordea Bank Abp SP/ADR 2 1 1 1 $16K Apr 21, 2025
NRSN NeuroSense Therapeutics Ltd. Ordinary Shares 2 1 1 1 $16K Aug 1, 2025
NVR NVR, Inc. Common Stock 2 1 1 2 $16K Mar 19, 2026
NWL Newell Brands Inc. 2 1 1 2 $40.5K Oct 27, 2025
NYT New York Times Company 2 1 1 1 $16K Aug 4, 2025
OC Owens Corning Inc Common Stock New 2 0 2 1 $65K Oct 7, 2025
ODP ODP Corporation 2 0 2 2 $8K Jun 29, 2021
OLLI Ollie's Bargain Outlet Holdings, Inc. - Common Sto 2 2 0 1 $16K Jan 4, 2024
OMDA Omada Common Stock 2 0 2 1 $1.1M Jul 14, 2026
ONON On Holding AG Class A Ordinary Shares 2 1 1 1 $16K Feb 13, 2026
ONTO Onto Innovation Inc. Common Stock 2 0 2 1 $16K May 12, 2025
ORI Old Republic International Corp. 2 0 2 2 $40.5K Jan 30, 2026
OVV Ovintiv Inc. 2 1 1 2 $758K Jun 24, 2025
PARA Paramount Global Cl B 2 1 1 1 $207.5K May 10, 2024
PBA Pembina Pipeline Corp. Ordinary Shares 2 0 2 1 $150K Mar 7, 2025
PCBIX Principal FDS Inc Midcap Fund Instl Class 2 0 2 1 $107.5K Apr 20, 2020
PCLPX Pimco Commoditiesplus Strategy Fund Class I-2 2 1 1 1 $407.5K Dec 26, 2024
PCRAX PIMCO CommodityRealReturn Strategy Fund Class A Shares 2 0 2 1 $150K Feb 19, 2020
PECO Phillips Edison & Company, Inc. - Common Stock 2 1 1 1 $16K Aug 4, 2025
PEIYX Putnam Equity Income Fund Class Y Shares 2 1 1 1 $83K Sep 22, 2023
PGX Invesco Preferred ETF 2 0 2 1 $16K Feb 26, 2025
PHI PLDT Inc. Sponsored ADR 2 1 1 1 $16K Jun 10, 2025
PHM PulteGroup, Inc. Common Stock 2 1 1 1 $65K May 12, 2025
PHYQX PGIM High Yield Fund Class R6 Shares 2 1 1 1 $16K Sep 3, 2020
PIFZX PGIM Short-Term Corporate Bond Fund Class Z Shares 2 1 1 1 $107.5K Apr 14, 2020
PK Park Hotels & Resorts Inc. Common Stock 2 1 1 1 $16K Jun 17, 2025
POEYX Principal OriginEmerging Markets Fund Class A Shares 2 1 1 1 $16K Dec 30, 2024
PRFSX T Rowe Price Tax-Free Short-Intermediate Fund, Inc 2 0 2 1 $16K Sep 14, 2020
PRI Primerica, Inc. Common Stock 2 0 2 1 $65K May 12, 2025
PROSY Prosus N.V. 2 0 2 2 $83K Jan 30, 2026
PRWBX T Rowe Price Short T BD FD Inc 2 1 1 1 $65K Oct 29, 2020
PVH PVH Corp. Common Stock 2 1 1 1 $16K Jan 24, 2025
PWCDF Power Corporation of Canada 2 0 2 2 $40.5K Jan 30, 2026
PWP Perella Weinberg Partners - Class A Common Stock 2 2 0 1 $16K May 29, 2026
QSPRX AQR Style Premia Alternative Fund Class R6 Shares 2 2 0 1 $16K Sep 14, 2020
RAL Ralliant Corporation Common Stock 2 0 2 1 $65K Jul 9, 2025
REG Regency Centers Corporation - Common Stock 2 2 0 2 $16K Mar 27, 2026
REIFX REMS International Real Estate Value- Opportunity Fund Institutional Class Shares 2 0 2 1 $150K May 14, 2020
RELX Relx Plc ADR 2 1 1 2 $16K Oct 22, 2025
RERGX Miller and Chevalier 401K: American Funds EuroPacific Growth Fund 2 0 2 2 $40.5K Aug 24, 2022
RPFIX Royce Premier Fund Institutional Class Shares 2 1 1 1 $16K Sep 3, 2020
RPMGX T Rowe Price Mid-Cap Growth Fund Inc 2 1 1 1 $40.5K Jul 26, 2024
RSNHF Resona Holdings Inc Osaka Ordinary Shares 2 1 1 1 $16K Nov 10, 2025
RTN Raytheon Co. 2 0 2 2 $16K Jul 15, 2021
RTXAX Russell Tax-Managed Real Assets Fund Class A Shares 2 0 2 1 $16K Jun 24, 2020
SAFRY Safran S.A. Unsponsored ADR 2 1 1 1 $16K Apr 21, 2025
SAIA Saia, Inc. - Common Stock 2 1 1 2 $16K Jan 13, 2025
SAIL SailPoint Technologies Holdings, Inc. 2 2 0 2 $16K Jul 21, 2026
SBSI Southside Bancshares, Inc. - Common Stock 2 1 1 1 $16K Jun 17, 2025
SCCO Southern Copper Corporation Common Stock 2 2 0 1 $16K Apr 8, 2025
SCGLY Societe Generale France Sponsored ADR 2 1 1 1 $16K Apr 21, 2025
SCHZ Schwab US Aggregate Bond ETF 2 1 1 1 $16K Oct 28, 2020
SDY SPDR Ser Tr State Street Spdr 2 2 0 1 $16K Apr 28, 2026
SEE Sealed Air Corporation Common Stock 2 1 1 1 $16K Jun 17, 2025
SEMMX Semper MBS Total Return Fund Institutional Class Shares 2 0 2 1 $750K Apr 9, 2020
SFTBF Softbank Group Corp 2 1 1 1 $16K Jun 30, 2026
SGOIX First Eagle Overseas Fund Class I Shares 2 0 2 1 $150K Sep 16, 2024
SGOV iShares 0-3 Month Treasury Bond ETF iShares 0-3 Month Treasury Bond ETF 2 2 0 1 $107.5K Aug 18, 2023
SHAK Shake Shack, Inc. Class A Common Stock 2 2 0 1 $16K Aug 11, 2026
SHV iShares Short Treasury Bond ETF 2 0 2 1 $16K Jun 9, 2021
SHYD VanEck Vectors Short High-Yield Municipal Index ETF 2 2 0 1 $350K Jun 13, 2025
SHYM iShares Short Duration High Yield Muni Active ETF 2 1 1 1 $207.5K Dec 23, 2025
SIGI Selective Insurance Group, Inc. - Common Stock 2 1 1 1 $16K Jun 17, 2025
SLAB Silicon Laboratories, Inc. - Common Stock 2 0 2 1 $16K May 6, 2025
SMCAY SMC Corporation 2 0 2 2 $40.5K Jan 30, 2026
SMCWX American Funds Smallcap World Fund CL A M/F 2 0 2 1 $1.5M Jun 3, 2025
SMCYY Simcorp A/S UN/ADR 2 1 1 1 $207.5K Feb 6, 2025
SMPNY Sompo Holdings, Inc. 2 0 2 2 $40.5K Jan 30, 2026
SMVTX Virtus Ceredex Mid-Cap Value Equity Fund 2 0 2 1 $40.5K Jul 26, 2024
SNA Snap-On Incorporated Common Stock 2 1 1 2 $16K Mar 27, 2026
SNDA Sonida Senior Living, Inc. Common Stock 2 0 1 1 $16K Apr 7, 2026
SOFI SoFi Technologies, Inc. - Common Stock 2 2 0 1 $16K Jan 2, 2025
SOL SOL (Solana) 2 1 1 1 $16K May 12, 2025
SOMLY Secom CO., LTD. 2 0 2 2 $40.5K Jan 30, 2026
SOUN SoundHound AI, Inc. - Class A Common Stock 2 1 1 1 $16K Dec 15, 2025
SPAXX Fidelity Govt Money Market 2 1 1 1 $107.5K Sep 17, 2020
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2 1 1 2 $183K Jun 12, 2026
SPYB SPDR S&P 500 Buyback ETF 2 0 2 1 $16K Mar 16, 2026
STCE Schwab Crypto Economy ETF Schwab Crypto Economy ETF 2 2 0 1 $65K Dec 17, 2024
STLD Steel Dynamics, Inc. - Common Stock 2 2 0 2 $16K Mar 27, 2026
SU Suncor Energy Inc. Common Stock 2 1 1 1 $16K Apr 21, 2025
SW Smurfit WestRock plc Ordinary Shares 2 1 1 2 $16K Nov 18, 2025
SWRSX Schwab Treasury Inflation Protected Securities Index Fund 2 2 0 1 $6M Oct 13, 2021
T.A AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A 2 0 2 2 $107.5K May 11, 2026
TBGVX Tweedy, BrowneGlobal Value Fund 2 0 2 1 $150K Sep 17, 2024
TCBI Texas Capital Bancshares, Inc. - Common Stock 2 2 0 1 $16K Jun 30, 2026
TDC Teradata Corporation 2 0 2 2 $8K Jun 29, 2021
TFI SPDRNuveen Bloomberg Barclays Municipal Bond ETF 2 0 2 2 $16K Sep 13, 2023
TGLMX TCW Total Return Bond Fund Class I Shares 2 1 1 1 $16K Oct 28, 2021
TIDDX T Rowe Price International Discovery Fund Class I Shares 2 0 2 1 $16K May 28, 2020
TILIX Nuveen Large Cap Growth Index Fund 2 1 1 1 $83K Dec 15, 2025
TKR Timken Company 2 1 1 1 $16K Jun 17, 2025
TMC TMC the metals company Inc. Common Stock 2 1 1 1 $16K Mar 1, 2026
TNL Travel Leisure Co. Common Stock 2 1 1 1 $16K Jun 17, 2025
TNWCX Nuveen Social Choice Low Carbon Equity Fund R6 2 2 0 1 $65K Dec 6, 2024
TOELF Tokyo Electron Ltd Ordinary Shares 2 2 0 1 $16K Jun 9, 2026
TOELY Tokyo Electron Ltd Unsponsored ADR 2 1 1 1 $16K Apr 21, 2025
TRMIX T Rowe Price Mid-Cap Value Fund, Inc Class I Shares 2 2 0 1 $16K Mar 28, 2025
TRN Trinity Industries, Inc. Common Stock 2 1 1 1 $16K Jun 17, 2025
TRP TC Energy Corporation Common Stock 2 1 1 1 $16K Jul 11, 2025
TRU TransUnion 2 0 2 1 $16K Jan 30, 2026
TTNDY Techtronic Indus LTD ADR 2 1 1 1 $16K Apr 21, 2025
TWTIX American Century Intermediate-Term Tax- Free Bond Fund Investor Class Shares 2 1 1 1 $16K Jun 4, 2020
U Unity Software Inc 2 1 1 1 $16K Aug 23, 2021
UAL United Airlines Holdings, Inc. - Common Stock 2 1 1 1 $16K Feb 10, 2026
UCB United Community Banks, Inc. Common Stock 2 1 1 1 $107.5K May 12, 2025
UIEMX USAAEmerging Markets Fund Institutional Class Shares 2 1 1 1 $83K Dec 22, 2023
UISBX USAA Short-Term Bond Fund Institutional Class Shares 2 2 0 1 $16K Sep 15, 2020
UNCRY Unicredito Spa UNSP/ADR 2 1 1 1 $16K Apr 21, 2025
UOLGY UOL Group Limited 2 0 2 2 $40.5K Jan 30, 2026
URA Global X Uranium 2 1 1 1 $16K Apr 16, 2025
URFRX Victory TRGT RTRMNT 2040 FD Reinvestment 2 2 0 1 $16K Dec 20, 2024
USIG iShares Broad USD Investment Grade Corporate Bond 2 1 1 2 $107.5K Apr 15, 2025
USPRX Victory 500 Index Reward SHRS Reinvestment 2 1 1 2 $183K Dec 13, 2024
VAR Varian Medical Systems, Inc. 2 0 2 2 $16K Jul 15, 2021
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares 2 1 1 1 $16K Apr 16, 2025
VCISY Vinci SA ADR 2 1 1 1 $16K Apr 21, 2025
VGSH Vanguard Short-Term Treasury Index Fund ETF Class Shares 2 1 1 2 $107.5K Oct 27, 2022
VGT Vanguard Information Technology Index Fund ETF Class Shares 2 2 0 1 $83K Feb 3, 2026
VICR Vicor Corporation - Common Stock 2 1 1 1 $65K Mar 31, 2025
VMC Vulcan Materials Company 2 1 1 1 $16K Jun 6, 2025
VNT Vontier Corporation Common Stock 2 1 1 1 $16K Jun 10, 2025
VOOV Vanguard S&P 500 Value Index FundETF Shares 2 1 1 1 $65K Dec 17, 2024
VOYA Voya Financial, Inc. Common Stock 2 1 1 1 $16K Jun 17, 2025
VOYG Voyager Technologies, Inc. Class A Common Stock 2 2 0 1 $40.5K Jun 15, 2026
VPL Vanguard Intl Equity Pacific ETF 2 2 0 1 $16K Jul 28, 2026
VRE Veris Residential, Inc. Common Stock 2 1 1 1 $40.5K Jun 17, 2025
VSOIX Victory Sycamore Small Company Opportunity Fund 2 0 2 1 $40.5K Jul 26, 2024
VTIAX Vanguard Total International Stock Index Fund 2 0 2 1 $250K Oct 8, 2020
VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares 2 1 1 2 $107.5K Mar 28, 2025
VWIAX Vanguard Wellesley Income Fund Admiral Shares 2 2 0 1 $83K Aug 19, 2021
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares 2 0 2 1 $150K Apr 8, 2024
WAL Western Alliance Bancorporation Common Stock 2 1 1 1 $16K Jul 22, 2025
WCC WESCO International, Inc. Common Stock 2 0 2 2 $83K Sep 10, 2025
WDFC WD-40 Company - Common Stock 2 1 1 1 $16K Jul 22, 2025
WFITX Wells Fargo Intermediate Tax/AMT-Free Fund Administrator Class Shares 2 0 2 1 $16K Jun 4, 2020
WSM Williams-Sonoma, Inc. Common Stock 2 2 0 1 $16K Jul 25, 2025
WTM White Mountains Insurance Group, Ltd. Common Stock 2 1 1 2 $83K Jan 30, 2026
XBI S&P Biotech SPDR Option Type: Call Strike price: $100.00 Expires: 10/18/2024 2 2 0 1 $16K May 8, 2024
XLU SPDR Select Sector Fund - Utilities 2 1 1 2 $107.5K Dec 17, 2025
XPO XPO, Inc. Common Stock 2 1 1 1 $16K Aug 4, 2025
XRAY DENTSPLY SIRONA Inc. - Common Stock 2 0 2 1 $16K Jan 8, 2025
XRP Ripple 2 1 1 1 $16K Apr 24, 2025
XSHQ Invesco ETF TR II S&P Small Cap 2 1 1 1 $16K Jul 28, 2026
Z Zillow Group, Inc. 2 0 2 2 $16K Feb 11, 2025
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn 2 0 2 1 $16K Apr 16, 2025
ZS Zscaler, Inc. 2 0 2 2 $16K Mar 27, 2025
AA Alcoa Corporation Common Stock 1 1 0 1 $8K Oct 23, 2024
AAXJ iShares MSCI All Country Asia ex Japan ETF 1 0 1 1 $8K Nov 6, 2025
AB AllianceBernstein Holding L.P. Units 1 1 0 1 $3M Jan 16, 2026
ABBNY Abb LTD Spons ADR 1 0 1 1 $8K Aug 8, 2025
ABG Asbury Automotive Group Inc Common Stock 1 0 1 1 $8K Apr 9, 2025
ACM AECOM Common Stock 1 0 1 1 $32.5K Mar 27, 2026
ACWX iShares MSCI ACWI ex U.S. ETF 1 0 1 1 $0 Jun 29, 2021
AEPGX American Funds Eupac Fund CL A M/F 1 0 1 1 $375K Jun 3, 2025
AER AerCap Holdings N.V. Ordinary Shares 1 1 0 1 $8K Mar 30, 2026
AFOZX Alger Mid Cap Focus Fund Class Z Shares 1 0 1 1 $8K Sep 22, 2023
AGNCN AGNC Investment Corp. Depositary Shares Each Representing a 1/1000th Interest in a Share of 7.00% Series C Fixed-To-Floating Rate Cumulative Redeemable Preferred Stock 1 0 1 1 $175K Apr 28, 2025
AGPPF Anglo American Platinum Limited 1 0 1 1 $8K Jun 29, 2021
AGS PlayAGS, Inc. 1 0 1 1 $8K Nov 2, 2021
AGTHX American Funds Growth Fund Of America Fund CL A M/F 1 0 1 1 $750K Jun 3, 2025
AGX Argan, Inc. Common Stock 1 1 0 1 $32.5K Jun 30, 2026
AGZ iShares Agency Bond ETF 1 1 0 1 $8K Aug 1, 2025
AHCHY Anhui Conch Cement Unsponsored ADR representing Shares -H- 1 0 1 1 $8K Mar 18, 2025
AHL.C Aspen Insurance Holdings Ltd [Ahl/Pc] 1 0 1 1 $32.5K Jan 2, 2025
AHLYX American Beacon Ahl MNGD 1 1 0 1 $175K Mar 2, 2020
AIVSX American Funds Investment Co Of America FD CL A M/F 1 0 1 1 $375K Jun 3, 2025
AIZ Assurant, Inc. Common Stock 1 1 0 1 $8K Aug 26, 2025
AKREX Akre Focus Fund Retail Class Shares 1 0 1 1 $8K May 24, 2021
ALE Allete, Inc. 1 0 1 1 $8K Jan 28, 2025
ALIZY Allianz SE UNSP/ADR 1 0 1 1 $8K Apr 9, 2025
ALKS Alkermes plc - Ordinary Shares 1 1 0 1 $32.5K Jul 30, 2026
AMADY Amadeus IT Group SA 1 0 1 1 $8K Jan 4, 2023
AMG Affiliated Managers Group, Inc. 1 0 1 1 $32.5K Jan 4, 2021
AMX America Movil, S.A.B. de C.V. American Depositary Shares 1 0 1 1 $8K Mar 18, 2025
ANCTF Alimentation Couche-tard 1 0 1 1 $8K Mar 7, 2025
ANF Abercrombie & Fitch Co. 1 0 1 1 $32.5K Sep 10, 2025
APHKX Artisan International Value Fund Institutional Shares 1 1 0 1 $32.5K Sep 2, 2022
ARGT Global X MSCI Argentina ETF 1 0 1 1 $8K Aug 7, 2025
ARINA Arista Investors Corp. Class A 1 0 1 1 $32.5K Feb 20, 2025
ASC Ardmore Shipping Corporation Common Stock 1 0 1 1 $32.5K Dec 6, 2024
ASMIY ASM International 1 1 0 1 $8K Apr 26, 2022
ASMVY Asmpt Limited UNSP/ADR 1 0 1 1 $8K Mar 18, 2025
ASX ASE Technology Holding Co., Ltd. American Depositary Shares 1 0 1 1 $8K Mar 18, 2025
ATEYY Advantest Corporation American Depositary 1 1 0 1 $8K Jul 19, 2023
ATH Athene Holding Ltd. 1 0 1 1 $175K Apr 28, 2025
ATNF 180 Life Sciences Corp. Common Stock 1 1 0 1 $75K Aug 13, 2025
ATR AptarGroup, Inc. Common Stock 1 1 0 1 $8K Jun 24, 2025
AU AngloGold Ashanti Limited 1 0 1 1 $0 Jun 29, 2021
AULGF AngloGold Ashanti Limited 1 0 1 1 $8K Jun 29, 2021
AVDV American Cenry ETF Tr Avantis Intl 1 1 0 1 $8K Oct 21, 2025
AVUV Avantis U.S. Small Cap Value ETF 1 1 0 1 $8K Aug 19, 2026
AY Atlantica Yield Plc 1 0 1 1 $8K Dec 13, 2024
B Barrick Mining Corp 1 0 1 1 $8K Jan 30, 2026
BAC.PRL Bank of America 7.25% Preferred - L 1 0 1 1 $32.5K Mar 22, 2021
BAGIX Baird Aggregate Bond Fund Institutional Class Shares 1 0 1 1 $32.5K May 22, 2023
BARIX Baron Asset Fund Inst Shs 1 1 0 1 $8K Mar 15, 2023
BASIX BlackRock Strategic Income Opportunities Portfolio Investor A Shares 1 0 1 1 $32.5K Sep 13, 2021
BBMC JPMorgan BetaBuilders US Mid Cap Equity ETF 1 1 0 1 $8K Dec 29, 2025
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1 1 0 1 $8K Dec 29, 2025
BBSEY BB Seguridade Participacoes SA Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
BCRED Blackstone Private Credit Fund 1 0 1 1 $75K Mar 31, 2025
BDN Brandywine Realty Trust 1 0 1 1 $8K Jun 29, 2021
BDORY Banco Do Brasil SA Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
BDRFF Beiersdorf A G Ordinary Shares 1 1 0 1 $8K May 2, 2025
BDVSY Bidvest Group Ltd Sponsored ADR New 1 0 1 1 $8K Mar 18, 2025
BEEP Mobile Infrastructure Corp 1 0 1 1 $32.5K Mar 17, 2025
BERY Berry Global Group, Inc. Common Stock 1 0 1 1 $8K Jan 13, 2025
BGRN iShares Global Green Bond ETF 1 0 1 1 $8K Sep 13, 2023
BGSIX BlackRock Technology Opportunities Fund - Institutional Shares 1 0 1 1 $8K Jun 29, 2021
BHLB Berkshire Hills Bancorp, Inc. Common Stock 1 1 0 1 $8K Aug 4, 2025
BILPX Blackrock Event Driven EQ Inst 1 1 0 1 $375K Mar 2, 2020
BKGFY The Berkeley Group Holdings plc 1 0 1 1 $32.5K Apr 28, 2025
BKH Black Hills Corporation Common Stock 1 0 1 1 $8K Jun 17, 2025
BKKLY Bangkok Bank Public Company Limited 1 0 1 1 $32.5K Apr 28, 2025
BKTSX iShares Total US Stock Market Index Fund 1 0 1 1 $175K Jan 5, 2021
BLBD Blue Bird Corporation - Common Stock 1 0 1 1 $8K Apr 7, 2025
BLDP Ballard Power Systems, Inc. - Common Shares 1 0 1 1 $8K Jul 31, 2024
BNTGY Brenntag SE 1 0 1 1 $8K Apr 28, 2025
BNTX BioNTech SE - American Depositary Shares 1 0 1 1 $8K Aug 7, 2025
BRK Bershire Hathaway Cdr [Cad Hedged] 1 0 1 1 $32.5K Feb 13, 2025
BSCP Invesco BulletShares 2025 Corporate Bond ETF 1 0 1 1 $32.5K Dec 17, 2025
BSCQ Invesco BulletShares 2026 Corporate Bond ETF 1 1 0 1 $32.5K Dec 31, 2025
BSCV Invesco BulletShares 2031 Corporate Bond ETF 1 1 0 1 $32.5K Jun 30, 2025
BTO John Hancock Financial Opportunities Fund 1 0 1 1 $0 Jun 29, 2021
BYDDF BYD Company Ltd H Shares 1 0 1 1 $8K Nov 12, 2025
BYRN Byrna Technologies Inc. Common Stock 1 1 0 1 $8K Mar 1, 2026
CADE.A Cadence Bank 5.50% Series A 1 0 0 1 $8K Feb 2, 2026
CBSH Commerce Bancshares, Inc. - Common Stock 1 0 1 1 $8K May 3, 2024
CBSI Central Bancshares, Inc. New 1 0 1 1 $75K Oct 27, 2025
CC The Chemours Co. 1 0 1 1 $8K Feb 8, 2021
CCIZX Columbia Seligman Tech Fund 1 1 0 1 $32.5K Jul 26, 2023
CCU Compañía Cervecerías Unidas S.A. 1 0 1 1 $32.5K Apr 28, 2025
CERN Cerner Corp. 1 0 1 1 $8K Jul 15, 2021
CEYRX Calvert Equity Fund Class R6 Shares 1 0 1 1 $175K May 3, 2023
CFG Citizens Financial Group, Inc. Common Stock 1 0 1 1 $32.5K Apr 7, 2025
CFG.PRD Citizens Fin GRoup 6.35% Preferred - D 1 0 1 1 $32.5K Mar 22, 2021
CFRZX Columbia Floating Rate Fund 1 0 1 1 $8K Jul 26, 2023
CFSSX Column Small Cap Select Fund 1 1 0 1 $175K Dec 26, 2024
CGEMY Cap Gemini SA American Depositary Shares 1 1 0 1 $8K Oct 29, 2024
CGMU Capital Group Municipal Income 1 1 0 1 $75K Dec 11, 2024
CHGCY Chugai Pharm UNSP/ADR 1 0 1 1 $8K Apr 9, 2025
CICHY China Construction Bank Corporation Unsponsored ADR representing H shares 1 0 1 1 $8K Mar 18, 2025
CIHIX Cullen International High Dividend Fund Class I Shares 1 0 1 1 $8K Mar 4, 2020
CIHKY China Merchants Bank Co Ltd American Depository Receipt 1 0 1 1 $8K Mar 18, 2025
CIPIX Champlain Mid Cap Fund Institutional Shares 1 1 0 1 $32.5K Aug 17, 2021
CLNE Clean Energy Fuels Corp. - Common Stock 1 0 1 1 $8K Jul 15, 2024
CMCSK Comcast Corporation - Class A Special Common Stock 1 0 1 1 $175K Jan 7, 2020
CNS Cohen & Steers Inc Common Stock 1 1 0 1 $8K Oct 30, 2025
CNTY Century Casinos, Inc. - Common Stock 1 0 1 1 $8K Mar 14, 2025
CODI D/B/A Compass Diversified Holdings Shares of Beneficial Interest 1 0 1 1 $8K May 5, 2026
COMP Compass, Inc. Class A Common Stock 1 1 0 1 $8K Jul 16, 2026
COUP Coupa Software Inc 1 0 1 1 $8K Aug 23, 2021
CPNG Coupang, Inc. Class A Common Stock 1 0 1 1 $32.5K Jan 22, 2026
CRBN iShares MSCI ACWI Low Carbon Target ETF 1 0 1 1 $8K Sep 13, 2023
CRCL Circle Internet Group, Inc. Class A Common Stock 1 1 0 1 $8K Jun 24, 2025
CRH CRH PLC Ordinary Shares 1 0 1 1 $8K Sep 23, 2025
CRK Comstock Resources, Inc. 1 0 1 1 $375K Feb 27, 2025
CRSP CRISPR Therapeutics AG Common Shares 1 0 1 1 $8K Apr 4, 2025
CSDIX Cohen & Steers Real Estate Securities Fund, Inc Class I Shares 1 0 1 1 $8K Dec 22, 2023
CSLLY CSL LTD 1 0 1 1 $8K Aug 4, 2023
CSSLY CSL LTD 1 0 1 1 $8K Jul 1, 2022
CWGIX American Funds Capital World Growth & Income FD CL A M/F 1 0 1 1 $375K Jun 3, 2025
CWST Casella Waste Systems, Inc. - Class A Common Stock 1 0 1 1 $75K May 12, 2025
CX Cemex, S.A.B. de C.V. Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
DBD Diebold Nixdorf, Inc. 1 0 1 1 $0 Jun 29, 2021
DBEF Xtrackers Msci Eafe Equity 1 0 1 1 $8K Oct 28, 2020
DBRG DigitalBridge Group, Inc. 1 0 1 1 $75K Mar 12, 2026
DBSDY DBS Group HLDGS LTD S/ADR 1 0 1 1 $8K Apr 9, 2025
DCI Donaldson Co., Inc. 1 0 1 1 $32.5K Jun 29, 2021
DDVIX Delaware Value Fund Institutional Class Shares 1 0 1 1 $8K Aug 24, 2022
DEL Williams Cos Inc 1 1 0 1 $8K Oct 31, 2025
DEMIX Delaware Emerging Markets Fund Institutional Class Shares 1 1 0 1 $8K Sep 9, 2020
DEMZX Emerging Markets Fund Class R6 Shares 1 0 1 1 $32.5K Sep 2, 2022
DEUIX Delaware US Growth Fund Institutional Class Shares 1 0 1 1 $8K Mar 27, 2020
DFAC Dimensional U.S. Core Equity 2 ETF Dimensional U.S. Core Equity 2 ETF 1 0 1 1 $750K Mar 31, 2025
DFEOX DFA U.S. Core Equity 1 Port Institutional class N/L 1 1 0 1 $75K Dec 31, 2020
DFTWX TA World ex US Core Equity Portfolio Institutional Class Shares 1 0 0 1 $75K Mar 20, 2020
DFUSX US Large Company Portfolio Institutional Class Shares 1 1 0 1 $175K Oct 22, 2021
DISCK Discovery Series C 1 0 1 1 $8K Mar 23, 2021
DJT Trump Media & Tech Group Corp 1 0 1 1 $175K Jun 12, 2025
DKNG DraftKings Inc. Class A Common Stock 1 0 1 1 $8K Feb 11, 2025
DMLP Dorchester Minerals, L.P. - Common Units Representing Limited Partnership Interests 1 1 0 1 $32.5K Mar 13, 2026
DRGVX BNY Mellon Dynamic Value Fund Class I Shares 1 0 1 1 $8K Feb 8, 2021
DRS Leonardo DRS, Inc. - Common Stock 1 1 0 1 $8K Feb 2, 2026
DSCGX US Small Cap Growth Portfolio Institutional Class Shares 1 0 0 1 $32.5K Mar 20, 2020
DSKYF Daiichi Sankyo Co Ltd Ordinary Shares 1 0 1 1 $8K Jul 3, 2025
DTM DT Midstream, Inc. Common Stock 1 0 1 1 $8K Apr 7, 2025
DTMMX Tax-Managed US Marketwide Value Portfolio Institutional Class Shares 1 0 0 1 $175K Mar 20, 2020
DTMVX Tax-Managed US Targeted Value Portfolio Institutional Class Shares 1 0 0 1 $75K Mar 20, 2020
DXC DXC Technology Company Common Stock 1 0 1 1 $8K Apr 29, 2025
DY Dycom Industries, Inc. Common Stock 1 1 0 1 $8K Sep 22, 2025
EBBGF Enbridge Inc. 1 0 1 1 $375K Apr 28, 2025
EBS Emergent BioSolutions Inc. Common Stock 1 0 1 1 $8K Dec 11, 2024
ECEIX Lazard Emerg MKTS Core EQ I 1 1 0 1 $375K Mar 2, 2020
ECLIX Pimco Commodity Plus Strategy 1 1 0 1 $8K Jul 26, 2022
ECSWX Harbor Embark Commodity 1 1 0 1 $8K Jul 26, 2024
ED Consolidated Edison, Inc. Common Stock 1 0 1 1 $8K May 15, 2025
EEFT Euronet Worldwide Inc Com 1 0 1 1 $8K Feb 20, 2026
EEMX SPDR MSCIEmerging Markets Fossil Fuel Reserves Free ETF 1 0 1 1 $8K Sep 13, 2023
EFAV Ishares Edge Msci Min Vol Eafe ETF 1 1 0 1 $15M Feb 27, 2020
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1 0 1 1 $8K Sep 13, 2023
EFG iShares MSCI EAFE Growth ETF 1 0 1 1 $75K Sep 10, 2025
EGIEY Engie Brasil Ene SA S/ADR 1 0 1 1 $8K Mar 18, 2025
EIBIX Eaton Vance Income Fund of Boston Institutional Shares 1 0 1 1 $8K May 22, 2023
EIBLX Eaton Vance Floating Rate Fund Insti Share Company: EATON VANCE FLOATING RATE CLASS I 1 0 1 1 $75K Aug 26, 2024
EIDIX Eaton Vance Tax-Managed Global Div Inc I 1 1 0 1 $15M Feb 21, 2020
EIGMX Eaton Vance Global Macro Absolute Return Fund Class I 1 1 0 1 $8K Jul 2, 2020
EIXIX Catalyst Enhanced Income Strategy Fund Class I Shares 1 0 1 1 $8K Sep 22, 2023
ELAN Elanco Animal Health Incorporated Common Stock 1 0 1 1 $8K Sep 23, 2025
ENBP Enb Financial Corp PA 1 0 1 1 $8K Apr 23, 2026
ENGQF Engie SA Ord 1 1 0 1 $8K May 9, 2025
ENSG The Ensign Group, Inc. 1 0 1 1 $8K Jan 30, 2026
EPP iShares MSCIPacific ex Japan ETF 1 0 1 1 $32.5K Sep 10, 2025
ERH Wells Fargo Utilities & High Income Fund 1 0 1 1 $8K Mar 22, 2021
ESGD iShares ESG MSCI EAFE ETF 1 0 1 1 $8K Sep 13, 2023
ESGE iShares ESG Aware MSCI EM ETF 1 0 1 1 $8K Sep 13, 2023
ESLT Elbit Systems Ltd. - Ordinary Shares 1 1 0 1 $8K Mar 30, 2026
ESTC Elastic N.V. Ordinary Shares 1 0 1 1 $8K May 23, 2025
ETHZ ETHZilla Corp 1 1 0 1 $8K Oct 7, 2025
ETOR eToro Group Ltd. - Class A Common Shares 1 0 1 1 $175K May 6, 2026
ETR Entergy Corp. 1 0 1 1 $32.5K Sep 10, 2025
EVGIX EvermoreGlobal Value Fund Institutional Class Shares 1 0 1 1 $32.5K Apr 16, 2020
EVR Evercore, Inc. 1 0 1 1 $8K Jan 30, 2026
EVRG Evergy, Inc. 1 0 1 1 $8K Apr 11, 2025
EWC iShares MSCI Canada ETF 1 0 1 1 $175K Sep 12, 2025
EWG iShares MSCI Germany ETF 1 0 1 1 $8K Mar 4, 2025
EXAS Exact Sciences Corporation - Common Stock 1 0 1 1 $8K Mar 24, 2026
EXPE Expedia Group, Inc. - Common Stock 1 0 1 1 $32.5K Mar 27, 2026
EXPGY Experian PLC 1 0 1 1 $8K Mar 17, 2023
EZU Eurozone Ishares MSCI ETF 1 0 1 1 $32.5K Jan 8, 2025
FARCX Nuveen Real Estate Securities Fund Cl I 1 1 0 1 $8K Mar 15, 2023
FAS Fas 1 0 1 1 $8K Jun 1, 2026
FBHS Fortune Brands Home & Security, Inc. 1 0 1 1 $8K Jun 29, 2021
FBTCX Fidelity Advisor Biotechnology Fund Class C Shares 1 1 0 1 $8K Mar 1, 2026
FCNTX Fidelity Contrafund 1 0 1 1 $8K Jun 23, 2021
FCPIX Fidelity Advisor International Capital Appreciation Fund: Class I 1 1 0 1 $8K Mar 15, 2023
FDENX Fidelity Select Energy Fund 1 0 1 1 $32.5K May 3, 2022
FE FirstEnergy Corp. Common Stock 1 1 0 1 $8K Jul 10, 2026
FEPIX Fidelity Advisor Total Bond Fund: Class I 1 1 0 1 $8K Mar 15, 2023
FFNOX Fidelity Four-in-One Index Fund 1 0 1 1 $75K May 18, 2020
FIFNX Fidelity Founders Fund 1 1 0 1 $32.5K Jul 21, 2021
FINMF Leonardo Spa Ord 1 1 0 1 $8K Feb 3, 2026
FIP FTAI Infrastructure Inc. - Common Stock 1 0 1 1 $8K May 5, 2026
FISVX Fidelity Small Cap Value Index Fund 1 0 1 1 $8K Jul 21, 2025
FKINX Franklin Income Fund Class A1 Shares 1 0 1 1 $75K Dec 15, 2025
FLCA Franklin FTSE Canada ETF 1 0 1 1 $32.5K Sep 12, 2025
FLJP Franklin Templeton ETF TR 1 0 1 1 $8K Jan 28, 2025
FLNC Fluence Energy Inc. Class A Common Stock 1 1 0 1 $32.5K May 13, 2026
FLOT iShares Floating Rate Note 1 1 0 1 $3M Feb 27, 2020
FLOW SPX Flow, Inc. 1 0 1 1 $32.5K Jan 4, 2021
FLTMX Fidelity Intermediate Municipal Income Fund 1 0 1 1 $32.5K Apr 8, 2024
FMCSX Fidelity Mid-Cap Stock Fund 1 1 0 1 $32.5K May 17, 2022
FNAYC Fidelity VIP FundsManager 50 1 0 1 1 $375K Jan 3, 2024
FND Floor & Decor Holdings, Inc. 1 0 1 1 $8K Jan 30, 2026
FNDB Schwab Fundamental US Broad Market Index ETF 1 0 1 1 $8K Dec 16, 2022
FNF Fidelity National Financial, Inc. Common Stock 1 0 1 1 $8K Jan 12, 2026
FNSXX Fimm Money Market Port Fund Instl CL M/M 1 0 1 1 $32.5K Jun 23, 2025
FOXA Fox Corporation - Class A Common Stock 1 1 0 1 $8K Mar 27, 2026
FPE First Trust Preferred Securities and Income ETF 1 1 0 1 $75K Oct 21, 2020
FPS Forgent Power Solution 1 1 0 1 $32.5K May 14, 2026
FQVLF First Quantum Minerals 1 0 1 1 $8K Sep 23, 2025
FRO Frontline Plc Ordinary Shares 1 1 0 1 $8K May 5, 2025
FRT Federal Realty Investment Trust Common Stock 1 1 0 1 $8K Mar 27, 2026
FSCSX Fidelity Software and IT Services Portfolio 1 0 1 1 $32.5K Apr 22, 2025
FSLY Fastly, Inc. 1 1 0 1 $8K Aug 12, 2020
FSMAX Fidelity Extended Market Index Fund 1 1 0 1 $75K Jul 21, 2021
FSRNX Fidelity Real Estate Index Fund 1 0 1 1 $8K Jul 21, 2025
FSSNX Fidelity Small Cap Index Fund 1 0 1 1 $8K Jul 21, 2025
FTA First Trust Large Cap Value AlphaDEX Fund 1 0 1 1 $75K Mar 4, 2020
FTAI FTAI Aviation Ltd. - Common Stock 1 0 1 1 $75K May 5, 2026
FTRE Fortrea Holdings Inc. - Common Stock 1 0 1 1 $8K Jun 23, 2025
FUNFX American Funds Fundamental Investors Class F3 Shares 1 0 1 1 $8K Mar 27, 2020
FUPBY Fuchs SE 1 0 1 1 $32.5K Apr 28, 2025
GDEN Golden Entertainment, Inc. - Common Stock 1 0 1 1 $8K Mar 14, 2025
GEHCV GE HealthCare Technologies Inc. 1 0 1 1 $8K May 15, 2026
GEMIX Goldman Sachs Emerging Markets Equity Fund Institutional Shares 1 0 1 1 $32.5K Sep 16, 2024
GETGX Victory Sycamore Established Value Fund Class R Shares 1 1 0 1 $8K May 18, 2020
GH Guardant Health Inc 1 1 0 1 $8K Nov 21, 2025
GIC Global Industrial Company Common Stock 1 0 1 1 $32.5K Mar 31, 2025
GME GameStop Corporation Common Stock 1 1 0 1 $8K Jun 11, 2025
GOFPY Greek Organisation of Football Prognostics SA Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock 1 1 0 1 $8K Jul 24, 2026
GPC Genuine Parts Company Common Stock 1 1 0 1 $8K Mar 27, 2026
GRMN Garmin Ltd. - Common Stock 1 0 1 1 $8K May 3, 2024
GSFTX Columbia Dividend Income Fund Institutional Class Shares 1 0 1 1 $8K Sep 22, 2023
GSINX Goldman Sachs GQG Partners International Opportunities Fund Investor Class Shares 1 1 0 1 $8K Sep 22, 2023
GSPIX Goldman Sachs Capital Growth Fund - Institutional Share Class 1 0 1 1 $8K Jun 29, 2021
GSPKX Goldman Sachs US Equity Dividend and Premium Fund Institutional Shares 1 0 1 1 $8K Jan 2, 2024
GTLLX U.S. Brokerage Account #2: Glenmede Fund Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Class 1 0 1 1 $8K Apr 8, 2021
HBANZ Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock 1 0 0 1 $8K Feb 2, 2026
HBB Hamilton Beach Brands Holding Co. 1 0 1 1 $8K Jun 29, 2021
HCN Welltower Inc. 1 1 0 1 $8K Oct 23, 2024
HDV Ishares Core High Dividend ETF 1 1 0 1 $15M Feb 27, 2020
HE Hawaiian Electric Industries, Inc. Common Stock 1 1 0 1 $75K Jan 31, 2025
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 1 1 0 1 $8K Jan 2, 2020
HEFA iShares Currency Hedged MSCI EAFE ETF 1 0 1 1 $75K May 27, 2020
HEGIY Hengan International Group Company Limited Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
HENKY Henkel AG & Co. KGaA 1 0 1 1 $32.5K Apr 28, 2025
HEOZX Highland Long/Short Equity Fund Class Z Shares 1 0 1 1 $175K Feb 13, 2020
HERYX Hartford Emerging Markets Equity Fund Class Y Shares 1 0 1 1 $8K Oct 1, 2024
HGIIX Hartford Core Equity Fund Class I Shares 1 1 0 1 $8K Sep 22, 2023
HGMCF Harmony Gold Mining Co. Limited 1 0 1 1 $0 Jun 30, 2021
HHHFX Hartford Schroders Emerging Markets Equity Fund Class F Shares 1 1 0 1 $8K Sep 14, 2020
HIMS Hims & Hers Health, Inc. Class A Common Stock 1 1 0 1 $8K Aug 4, 2025
HIMX Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. 1 0 1 1 $8K Mar 18, 2025
HIMYX Pioneer High Income Municipal Fund Class Y Shares 1 1 0 1 $32.5K —
HLIEX JP Morgan Equity Income I 1 1 0 1 $3M Mar 2, 2020
HLIZX Harding Loevner International Equity Portfolio Institutional Class Z Shares 1 1 0 1 $8K Sep 14, 2020
HNGKY Hongkong Land Holdings Limited 1 0 1 1 $32.5K Apr 28, 2025
HONA Honeywell Aerospace Inc. - Common Stock 1 0 1 1 $32.5K Aug 19, 2026
HOPE Hope Bancorp, Inc. - Common Stock 1 0 1 1 $32.5K Feb 24, 2025
HURC Hurco Companies, Inc. - Common Stock 1 0 1 1 $8K Feb 6, 2025
HYLS First Trust Tactical High Yield ETF 1 1 0 1 $32.5K Oct 21, 2020
IAG Iamgold Corporation Ordinary Shares 1 0 1 1 $8K May 5, 2026
IBAFX Intermediate Bond Fund of America 1 0 1 1 $75K Feb 21, 2023
IBB iShares Nasdaq Biotechnology ETF 1 0 1 1 $8K Jul 15, 2021
IBDP iShares iBonds Dec 2024 Term Corporate ETF 1 1 0 1 $8K Jan 2, 2024
IBDR iShares iBonds Dec 2026 Term Corporate ETF 1 1 0 1 $8K Jan 2, 2024
IBDS iShares iBonds Dec 2027 Term Corporate ETF 1 1 0 1 $8K Jan 2, 2024
IBDT iShares iBonds Dec 2028 Term Corporate ETF 1 1 0 1 $75K Jan 2, 2024
IBDU iShares iBonds Dec 2029 Term Corporate ETF 1 1 0 1 $75K Jan 2, 2024
ICL ICL Group Ltd. Ordinary Shares 1 1 0 1 $8K Mar 30, 2026
ICON Icon Energy Corp. - Common stock 1 1 0 1 $8K Dec 8, 2025
ICUI ICU Medical, Inc. - Common Stock 1 0 1 1 $8K May 6, 2025
IDV iShares International Select Dividend ETF 1 1 0 1 $32.5K Sep 6, 2022
IHF iShares U.S. Health Care Providers ETF 1 0 1 1 $32.5K Sep 24, 2025
IHG Intercontinental Hotels Group American Depositary Shares 1 1 0 1 $8K May 7, 2026
IJF Ishares Core S&P Mid-cap ETF 1 1 0 1 $3M Feb 27, 2020
IJLXX JPMorgan Liquid Assets Money Market Fund Institutional Shares 1 0 1 1 $15M Sep 10, 2025
IJS Ishares S&P Small Cap 600 Value 1 0 1 1 $8K Oct 28, 2020
IJT Ishares S&P Small Cap 600 Growth 1 0 1 1 $8K Oct 28, 2020
IMCB Ishares Morningstar ETF Mid Cap 1 0 1 1 $8K Jun 12, 2026
IMTM iShares Edge MSCI Intl Momentum Factor ETF 1 1 0 1 $75K Oct 22, 2021
INCY Incyte Corporation - Common Stock 1 0 1 1 $8K May 15, 2025
INDB Independent Bank Corp. - Common Stock 1 1 0 1 $8K May 29, 2026
INPAP Intl Paper Co 4 C PR 1 0 1 1 $8K Oct 14, 2025
INSP Inspire Medical Systems, Inc. 1 0 1 1 $8K Sep 10, 2025
INVX Innovex International, Inc. Common Stock 1 0 1 1 $1.1K Nov 25, 2025
INYDX Pioneer Disciplined Growth Fund Class Y Shares 1 1 0 1 $8K Sep 22, 2023
IOFIX AlphaCentric Income Opportunities Fund Class I Shares 1 0 1 1 $8K Jun 29, 2022
IONQ IonQ, Inc. Common Stock 1 1 0 1 $8K Mar 18, 2026
IPAC iShares Core MSCIPacific ETF 1 0 1 1 $32.5K Sep 10, 2025
IQLT iShares Edge MSCI Intl Quality Factor ETF 1 1 0 1 $75K Oct 22, 2021
IRBT iRobot Corporation - Common Stock 1 0 1 1 $8K Feb 6, 2025
ISTB iShares Core 1-5 Year USD Bond ETF 1 1 0 1 $8K Jul 24, 2020
ITA ISHARES Tr US Aerospace & Defense 1 0 1 1 $8K Jan 28, 2025
ITB iShares U.S. Home Construction ETF 1 0 1 1 $8K Jun 29, 2021
ITUB Itaú Unibanco Holding S.A. 1 0 1 1 $32.5K Apr 28, 2025
IWN Ishares TR Russell 2000 Value ETF 1 0 1 1 $8K Oct 1, 2024
IX ORIX Corporation American Depositary Shares 1 1 0 1 $8K Mar 30, 2026
IXJ iShares Global Healthcare ETF 1 0 1 1 $32.5K Sep 10, 2025
IYW iShares US Technology ETF 1 0 1 1 $32.5K Oct 30, 2020
JABAX Janus Henderson Balanced Fund Class T Shares 1 0 1 1 $8K May 24, 2021
JAVA JPMorgan Active Value ETF 1 1 0 1 $8K Dec 29, 2025
JAZZ Jazz Pharmaceuticals Plc 1 0 1 1 $75K Sep 10, 2025
JBHT J.B. Hunt Transport Services, Inc. - Common Stock 1 0 1 1 $8K Apr 1, 2025
JBTM JBT Marel Corporation Common Stock 1 0 1 1 $8K Apr 7, 2025
JEPI JPMorgan Equity Premium Income ETF JPMorgan Equity Premium Income ETF 1 1 0 1 $15M Sep 10, 2025
JEPIX JPMorgan Equity Premium Income Fund Class I Shares 1 1 0 1 $32.5K Sep 6, 2022
JEPQ JPMorgan Nasdaq Equity Premium Income ETF 1 1 0 1 $3M Sep 10, 2025
JETS ETF Jets 1 1 0 1 $32.5K Jun 8, 2020
JFLEX Janus Henderson Flexible Bond Fund - I Shares 1 1 0 1 $8K Mar 15, 2023
JFRDX Janus Henderson Forty Fund 1 0 1 1 $75K Feb 22, 2023
JKL iShares Morningstar Small-Cap Value ETF 1 0 1 1 $32.5K Mar 4, 2020
JLGMX JPMorgan Large Cap Growth Fund Class R6 Shares 1 0 1 1 $32.5K Sep 2, 2022
JLVMX JPMorgan Large Cap Value Fund Class R6 Shares 1 1 0 1 $32.5K Sep 2, 2022
JMGMX JPMorgan Mid Cap Growth Fund Class R6 Shares 1 0 1 1 $32.5K Sep 2, 2022
JMGRX Janus Henderson Enterprise Fund Class I Shares 1 1 0 1 $32.5K Mar 28, 2025
JNOSX Janus Henderson Overseas Fund 1 0 1 1 $32.5K Jan 11, 2024
JPM.J J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG 1 0 1 1 $8K Sep 4, 2025
JSFDX JHF Seaport LONG/SHORT Fund I 1 1 0 1 $375K Mar 2, 2020
KB KB Financial Group Inc 1 0 1 1 $8K Mar 18, 2025
KCDMY Kimberly-Clark De Mexico S A B de C V Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
KEX Kirby Corp 1 1 0 1 $8K Jul 21, 2025
KIM Kimco Realty Corporation (HC) Common Stock 1 1 0 1 $8K Mar 27, 2026
KMTUY Komatsu Ltd. 1 0 1 1 $8K Apr 28, 2025
KNSL Kinsale Capital Group, Inc. 1 0 1 1 $8K Jan 30, 2026
KNX Knight-Swift Transportation Holdings Inc. 1 1 0 1 $8K Jun 26, 2025
KPCPY Kasikornbank PCL UNSP/ADR 1 0 1 1 $8K Mar 18, 2025
KPLT Katapult Holdings, Inc. - Common Stock 1 0 1 1 $8K Jul 31, 2024
KRE SPDR KBW Regional Banking ETF 1 0 1 1 $0 Jun 29, 2021
KRP Kimbell Royalty Partners Common Units Representing Limited Partner Interests 1 1 0 1 $32.5K Mar 13, 2026
KT KT Corporation Common Stock 1 0 1 1 $8K Mar 18, 2025
KWR Quaker Chemical Corp. 1 0 1 1 $8K Jan 30, 2026
LADFX Lord Abbett Developing Growth Fund Inc Class F Shares 1 1 0 1 $8K —
LAOIX Western Asset Macro Opport I 1 1 0 1 $175K Mar 2, 2020
LAVLX Lord Abbett Mid Cap Stock Fund - Class A 1 0 1 1 $8K Jun 29, 2021
LBDFX Lord Abbett Bond-Debenture Fund, Inc Class F Shares 1 0 1 1 $32.5K Jul 26, 2023
LBTYK Liberty Global Plc 1 0 1 1 $32.5K Jan 4, 2021
LFMGX Lord Abbett Micro Cap Growth CL F 1 1 0 1 $8K —
LGRDY Legrand SA 1 0 1 1 $32.5K Apr 28, 2025
LINE Lineage, Inc. - Common Stock 1 1 0 1 $8K Sep 26, 2024
LLYVA Liberty Media Corporation - Series A Liberty Live Common Stock 1 0 0 1 $8K Dec 16, 2025
LMBS First Trust Low Duration Opportunities ETF 1 1 0 1 $32.5K Oct 21, 2020
LNNGY Li Ning Company 1 0 1 1 $8K Jun 9, 2023
LNVGY Lenovo Group Ltd Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
LOGI Logitech International S.A. - Registered Shares 1 1 0 1 $8K Mar 30, 2026
LOPE Grand Canyon Education, Inc. 1 0 1 1 $8K Jan 30, 2026
LSCC Lattice Semiconductor Corporation - Common Stock 1 0 1 1 $8K May 7, 2024
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y Shares 1 0 1 1 $8K Sep 22, 2023
LSITX ClearBridge Large Cap Growth Fund Class IS Shares 1 0 1 1 $8K Aug 24, 2022
LSRCY Lasertec Corporation 1 0 1 1 $8K May 11, 2023
LSYIX Lord Abbett Short Duration High YLD I 1 1 0 1 $8K Aug 7, 2024
LTC Litecoin 1 0 1 1 $8K Jul 28, 2025
LTGHY Life Healthcare Group Holdings Ltd Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
LTMFX Thornburg Limited Term Municipal Fund Class A Shares 1 0 1 1 $75K Feb 19, 2020
LTMIX Thornburg Invt Trust LTD Term Municipal Fund Class I 1 1 0 1 $8K Jul 1, 2020
LYFT Lyft, Inc. 1 0 1 1 $75K Jul 19, 2021
LZB La-Z-Boy Incorporated Common Stock 1 0 1 1 $8K Mar 12, 2026
MAA Mid-America Apartment Communities, Inc. Common Stock 1 1 0 1 $8K Mar 27, 2026
MAGN Magnera Corporation Common Stock 1 0 1 1 $8K Feb 12, 2025
MASI Masimo Corporation - Common Stock 1 0 1 1 $32.5K Sep 26, 2025
MCOIF MultiChoice Group Limited 1 0 1 1 $0 Jun 29, 2021
MEIKX MFS Value Fund Class R6 Shares 1 1 0 1 $8K Mar 27, 2020
MEURX Franklin Mutual European Fund Class Z Shares 1 0 1 1 $32.5K Mar 4, 2020
MFC Manulife Financial Corporation Common Stock 1 0 1 1 $8K Apr 9, 2025
MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan) 1 1 0 1 $32.5K Mar 30, 2026
MGYOY Mol Magyar Olay Es Gazipari Rt Sponsored ADR representing Ord Shs Series A 1 0 1 1 $8K Mar 18, 2025
MIAX Miami International Holdings, Inc. Common Stock 1 1 0 1 $32.5K Mar 20, 2026
MIUIX MFS Municipal Intermediate Fund Class I 1 1 0 1 $32.5K Dec 8, 2023
MLI Mueller Industries, Inc. 1 0 1 1 $8K Jan 30, 2026
MOD Modine Manufacturing Co. 1 0 1 1 $8K Jan 30, 2026
MOG.A Moog Inc. Class A Common Stock 1 1 0 1 $32.5K Aug 7, 2026
MONDF Mondi, PLC 1 0 1 1 $8K Jun 29, 2021
MOO VanEck Vectors Agribusiness ETF 1 0 1 1 $8K May 24, 2021
MPLX MPLX LP 1 0 1 1 $175K Aug 14, 2020
MSB Mesabi Trust Common Stock 1 1 0 1 $32.5K Jul 31, 2026
MTBIX MainStay MacKay Tax Free Bond Fund Class I Shares 1 0 1 1 $32.5K Oct 1, 2024
MTDR Matador Resources Company Common Stock 1 0 1 1 $32.5K Jan 9, 2026
MTLHF Mitsubishi Chemical Holdings Corporation 1 0 1 1 $0 Jun 29, 2021
MTN Vail Resorts, Inc. Common Stock 1 1 0 1 $32.5K Jun 10, 2026
MTNOF MTN Group Limited 1 0 1 1 $8K Jun 29, 2021
MUA Blackrock MuniAssets Fund, Inc Common Stock 1 0 1 1 $75K Mar 17, 2026
MVCKX MFS Mid Cap Value Fund Class R6 Shares 1 0 1 1 $32.5K Apr 3, 2025
MWHYX MetWest High Yield Bond Fund Class M Shares 1 0 1 1 $175K Feb 19, 2020
MWTIX Metropolitan West 1 1 0 1 $32.5K Sep 22, 2023
MWTRX Miller and Chevalier 401K: Metropolitan West Total Return Bond Fund 1 0 1 1 $8K Dec 21, 2021
NAPRF Naspers Limited 1 0 1 1 $8K Jun 29, 2021
NBGIX Neuberger Berman Genesis Institutional 1 1 0 1 $8K Mar 15, 2023
NBIS Nebius Group N.V. - Class A Ordinary Shares 1 1 0 1 $8K Mar 30, 2026
NDBKY Nedbank Group Limited Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
NDS Novartis ADR 1 0 1 1 $8K Jul 15, 2021
NDVIX MFS New Discovery Value Fund Class I Shares 1 0 1 1 $8K —
NEAR Ishares Short Maturity Bond ETF 1 1 0 1 $3M Feb 27, 2020
NGD New Gold Inc. 1 1 0 1 $8K Feb 28, 2024
NHMAX Nuveen High Yield Municipal Bond Fund Class A Shares 1 0 1 1 $175K Aug 31, 2020
NHNKY Nihon Kohden Corporation 1 0 1 1 $32.5K Apr 28, 2025
NIO NIO Inc. American depositary shares each representing one Class A ordinary share 1 1 0 1 $8K Aug 25, 2023
NLSIX Neuberger Berman Long Short Fund Institutional Class Shares 1 1 0 1 $75K Jun 26, 2020
NLY Annaly Capital Management Inc Company: Annaly Capital Management Inc. (New York, New York) Description: Mortgage Real Estate Investment Trust 1 1 0 1 $8K Apr 21, 2025
NML Neuberger Berman MLP and Energy Income Fund Inc 1 0 1 1 $75K Apr 14, 2020
NMMIX Nuveen Michigan Municipal Bond Fund Class I Shares 1 0 1 1 $32.5K Sep 27, 2022
NMR Nomura Holdings Inc ADR American Depositary Shares 1 1 0 1 $8K Mar 30, 2026
NMTRX Municipal Total Return Managed Accounts Portfolio Common Shares 1 0 1 1 $75K Apr 24, 2025
NPFCX U.S. Brokerage Account #4: American Funds New Perspective Fund - Class C 1 0 1 1 $8K Apr 8, 2021
NRG NRG Energy, Inc. Common Stock 1 1 0 1 $8K Jan 28, 2025
NSA National Storage Affiliates Trust Common Shares of Beneficial Interest 1 0 0 1 $32.5K Jul 23, 2026
NTAP NetApp, Inc. - Common Stock 1 1 0 1 $8K Feb 27, 2026
NTNX Nutanix, Inc. - Class A Common Stock 1 0 1 1 $8K Jan 13, 2025
NVZMY Novonesis B UNSP/ADR 1 0 1 1 $8K Jun 1, 2026
NWS News Corporation - Class B Common Stock 1 1 0 1 $8K Apr 14, 2026
ODIYX Invesco Oppenheimer Discovery Fund Class Y Shs 1 1 0 1 $32.5K —
OLN Olin Corp. 1 0 1 1 $8K May 31, 2022
ORKLY Orkla ASA 1 0 1 1 $32.5K Apr 28, 2025
ORMP Oramed Pharmaceuticals Inc. - Common Stock 1 0 1 1 $32.5K Jan 10, 2025
OSS One Stop Systems Inc. Common Stock 1 1 0 1 $32.5K Jan 13, 2026
OTCM OTC Markets Group Inc. Common Stock Class A 1 0 1 1 $8K Jan 9, 2026
OTTR Spouse Investment Account #2: Otter Tail Corp. 1 0 1 1 $8K Feb 4, 2025
OZKAP Bank OZK - 4.625% Series A NonCumulative Perpetual Preferred Stock 1 0 1 1 $32.5K Dec 17, 2025
PAA Plains All American Pipeline L.P. Common Units representing Limited Partner Interests 1 0 1 1 $750K Feb 27, 2025
PAAS Pan American Silver Corp. 1 0 1 1 $75K Jan 27, 2026
PAGP Plains GP Holdings, L.P. - Class A Shares representing limited partner interests 1 1 0 1 $8K Sep 26, 2024
PALL abrdn Physical Palladium Shares ETF 1 1 0 1 $8K Jun 25, 2026
PBR Petroleo Brasileiro S.A. Petrobras ADS 1 0 1 1 $8K Mar 18, 2025
PCOXX Federated HRMS Prime CS OBL WS 1 1 0 1 $175K Nov 7, 2024
PCRIX Pimco Commodity Real Return Strategy Fund 1 0 1 1 $8K Jul 26, 2024
PCTY Paylocity Holding Corporation - Common Stock 1 0 1 1 $8K Jan 13, 2025
PCY Invesco Emerging Markets Sovereign Debt ETF 1 1 0 1 $8K Jul 15, 2026
PDFS PDF Solutions, Inc. 1 0 1 1 $8K Jan 30, 2026
PEBO Peoples Bancorp Inc. - Common Stock 1 0 1 1 $375K Aug 28, 2025
PEIFX PIMCO RAEEmerging Markets Fund Institutional Class Shares 1 0 1 1 $8K Sep 8, 2020
PEIIX Principal Equity Income Fund Institutional Class Shares 1 0 1 1 $8K Jul 1, 2024
PEN Penumbra, Inc. Common Stock 1 0 1 1 $8K Jul 10, 2025
PESPX BNY Mellon Midcap Index Fund, Inc; Investor Class Shares 1 0 1 1 $8K Aug 24, 2022
PETRY Vibra Energia UNSP/ADR 1 0 1 1 $8K Mar 18, 2025
PFF iShares Preferred and Income Securities ETF 1 0 1 1 $32.5K Apr 8, 2024
PGMSX T Rowe PriceGlobal Multi-Sector Bond Fund Class I Shares 1 0 1 1 $8K Dec 18, 2023
PGNY Progyny, Inc. - Common Stock 1 0 1 1 $8K Dec 6, 2024
PGRSX PrincipalGlobal Real Estate Securities Fund Class R-6 Shares 1 1 0 1 $32.5K Jun 29, 2021
PHIYX PIMCO High Yield Fund Institutional Class Shares 1 0 1 1 $8K Mar 27, 2020
PIAIF Ping An Insurance Co Ltd Shares H 1 0 1 1 $8K Mar 18, 2025
PICK Ishares Inc MSCI Global Mtls Mng Prod 1 1 0 1 $8K Jan 28, 2026
PIMSX Virtus Newfleet Multi-Sector Short Term Bond Fund Class I Shares 1 0 1 1 $75K Mar 4, 2020
PIOQX Principal Core Fixed Income Fund Class R-5 Shares 1 0 1 1 $75K May 25, 2023
PKI PerkinElmer Inc 1 0 1 1 $8K Jan 8, 2020
PL Planet Labs PBC Class A Common Stock 1 0 1 1 $75K Mar 27, 2025
PLDPX PIMCO Low Duration Fund Class I-2 Shares 1 0 1 1 $32.5K Jan 19, 2023
PLUG Plug Power, Inc. - Common Stock 1 0 1 1 $8K Jul 31, 2024
PMSIX Principal Core Plus Bond Fund Institutional Class Shares 1 1 0 1 $8K Jan 1, 2023
PMYX Putnam Core Equity Y 1 1 0 1 $175K May 2, 2023
POGRX PRIMECAP Odyssey Growth Fund 1 0 1 1 $375K Apr 16, 2020
POOL Pool Corporation - Common Stock 1 1 0 1 $8K Mar 27, 2026
PPERY PT Bank Mandiri Persero TBK Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
PRAX Praxis Precision Medicines, Inc. - Common Stock 1 1 0 1 $8K Jul 30, 2026
PRHSX T Rowe Price Health Sciences Fund, Inc 1 0 1 1 $8K Sep 22, 2023
PRJPX T Rowe Price Japan Fund 1 0 1 1 $8K Mar 4, 2020
PRJZX PGIM JennisonGlobal Opportunities Fund Class Z Shares 1 0 1 1 $8K Sep 22, 2023
PRKS United Parks & Resorts Inc. Common Stock 1 0 1 1 $8K Mar 3, 2025
PRN Invesco DWA Industrials Momentum ETF 1 0 1 1 $8K May 24, 2021
PRNHX T Rowe Price New Horizons Fund, Inc 1 0 1 1 $8K Sep 14, 2020
PRVA Privia Health Group Inc. Common Stock 1 0 1 1 $8K Jan 30, 2026
PRVIX T Rowe Price Small-Cap Value Fund, Inc Class I Shares 1 1 0 1 $8K Mar 27, 2020
PS Physical Superintelligence, Inc. 1 0 0 1 $175K Jun 7, 2026
PSO Pearson, Plc Common Stock 1 1 0 1 $8K Mar 30, 2026
PSTKX PIMCO StocksPLUS Fund Institutional Class Shares 1 1 0 1 $3M Feb 27, 2020
PTA Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund Common Shares of Beneficial Interest 1 1 0 1 $8K Apr 21, 2026
PTAIY Pt Astra International TBK Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
PUTKY PT United Tractors Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
QISGX Federated Hermes MDT Small Cap Growth Fund Class IS 1 0 1 1 $8K Oct 1, 2024
QNT Quantinuum Inc. - Class A Common Stock 1 1 0 1 $8K Jun 4, 2026
QRVO Qorvo, Inc. - Common Stock 1 0 1 1 $8K Jan 15, 2025
QSERX AQR Small Cap Multi-Style Fund Class R6 Shares 1 1 0 1 $8K Sep 15, 2020
QSMLX AQR Small Cap Multi Style FD CL 1 0 1 1 $8K Mar 19, 2020
QSR Restaurant Brands International Inc. Common Shares 1 1 0 1 $8K Aug 6, 2026
QUAL Ishares Msci USA QLTY Fact ETF IV 1 1 0 1 $175K Oct 22, 2021
QYLD Global X NASDAQ 100 Covered ETF 1 1 0 1 $32.5K Apr 7, 2025
RCEL Avita Medical Inc. Common Stock 1 0 1 1 $8K Mar 28, 2025
RDVY First TR Exchange-Traded Fund 1 0 1 1 $8K Jun 29, 2022
REIT Host Hotels & Resorts Inc 1 1 0 1 $8K Nov 3, 2025
REXR Rexford Industrial Realty, Inc. Common Stock 1 0 1 1 $32.5K Feb 26, 2025
REZI Resideo Technologies, Inc. 1 0 1 1 $0 Jun 29, 2021
RF.E Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E 1 0 1 1 $75K May 11, 2026
RFFTX American Funds 2035 Target Date Retirement Fund 1 1 0 1 $175K Jan 5, 2021
RFI Cohen & Steers Total Return Realty Fund, Inc. Common Stock 1 0 1 1 $8K Dec 17, 2025
RGCX Russell Investment Opportunistic Credit Fund 1 1 0 1 $32.5K Nov 7, 2024
RGISX Russell International Global Infrastructure Fund 1 1 0 1 $75K Nov 6, 2023
RGR Sturm, Ruger & Co., Inc. 1 0 1 1 $8K Jun 27, 2022
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 1 0 1 1 $8K May 24, 2021
RJF Raymond James Financial, Inc. Common Stock 1 0 1 1 $8K Apr 7, 2025
RLBGX American Funds American Balanced Fund Class R6 Shares 1 0 1 1 $8K Aug 24, 2022
RMBL RumbleOn Inc. Class B Common Stock 1 0 1 1 $175K May 13, 2025
RMHSX Russell Investments Long Duration Bond Fund 1 1 0 1 $75K Nov 11, 2024
RNR RenaissanceRe Holdings Ltd. 1 0 1 1 $8K Jan 30, 2026
ROKU Roku, Inc. 1 1 0 1 $8K Aug 6, 2020
RSI Rush Street Interactive Inc. Class A Common Stock 1 0 1 1 $8K Jan 30, 2026
RUM Rumble Inc 1 0 1 1 $3M Jan 16, 2025
RUSHB Rush Enterprises, Inc. - Class B Common Stock 1 0 1 1 $75K May 12, 2025
RYCEY Rolls Royce HLDGS S/ADR 1 1 0 1 $8K May 7, 2026
SCHK Schwab 1000 Index ETF 1 0 1 1 $750K Aug 3, 2020
SCHX Schwab Strategic TR US Large Cap ETF 1 0 1 1 $8K Oct 28, 2020
SCMY Yieldmax SMCI Optn Inc Strg ETF 1 1 0 1 $32.5K Mar 31, 2025
SDVY First TR Exchange-traded FD VI Smid Risng ETF 1 1 0 1 $8K Aug 7, 2024
SDZNY Sandoz Group AG S/ADR 1 0 1 1 $8K Mar 24, 2025
SEIC SEI Investments Co. 1 0 1 1 $8K Jul 15, 2021
SFGYY Sony Finl Group Inc U/ADR 1 1 0 1 $8K Dec 26, 2025
SFL SFL Corporation Ltd 1 0 1 1 $32.5K Dec 31, 2025
SFNC Simmons First National Corporation - Common Stock 1 0 1 1 $175K Jun 23, 2025
SGBLY Standard Bank Group Limited Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
SGDLX Sprott Gold Equity Fund Investor Class Shares 1 0 1 1 $8K May 31, 2022
SGSOY SGS SA 1 0 1 1 $8K Apr 28, 2025
SHG Shinhan Financial Group Co Ltd American Depositary Shares 1 0 1 1 $8K Mar 18, 2025
SHSSX BlackRock Health Sciences Opportunities Fund 1 0 1 1 $8K Jun 29, 2021
SHTDY Sinopharm Group Co. Ltd Unsponsored ADR 1 0 1 1 $8K Mar 18, 2025
SHZHY SHENZHOU ITL Group HLDGS LTD 1 0 1 1 $8K Nov 29, 2022
SIG Signet Jewelers Limited Common Shares 1 0 1 1 $175K Aug 25, 2026
SKHY SK hynix Inc. - American Depositary Shares 1 1 0 1 $8K Aug 7, 2026
SKYY First Trust Cloud Computing ETF 1 0 1 1 $32.5K Jul 15, 2021
SLLDY Sanlam Ltd Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
SLVM Sylvamo Corporation 1 0 1 1 $32.5K Dec 20, 2022
SMA SmartStop Self Storage REIT, Inc. Common Stock 1 0 1 1 $750K Mar 18, 2026
SMDV ProShares Russell 2000 Dividend Growers ETF 1 0 1 1 $8K Jun 29, 2021
SMFG Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary Shares (Japan) 1 1 0 1 $32.5K Mar 30, 2026
SMFNF Sumitomo Mitsui Financial Group Inc Ordinary Shares 1 0 1 1 $8K May 27, 2025
SMLPX Westwood Salient MLP & Engy Infras Inst 1 0 1 1 $750K Apr 28, 2025
SMLR Semler Scientific Inc. Common Stock 1 0 1 1 $8K Aug 7, 2025
SMMU PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 1 0 1 1 $32.5K Jan 6, 2020
SMR NuScale Power Corporation Class A Common Stock 1 1 0 1 $8K Nov 8, 2024
SN SharkNinja, Inc. Ordinary Shares 1 0 1 1 $8K Sep 23, 2025
SNEJF Sony Group Corp 1 1 0 1 $8K Apr 24, 2026
SNOXX Schwab Treasury Obligations Money Fund Investor Class Shares 1 0 1 1 $8K Oct 24, 2025
SNREY Sunrise Comms AG ADR A 1 0 1 1 $8K Dec 2, 2025
SNV Synovus Financial Corp. Common Stock 1 0 1 1 $32.5K Feb 19, 2025
SNV.D Synovus Financial Corp. 6.3% 1 0 1 1 $8K Mar 22, 2021
SONO Sonos, Inc. - Common Stock 1 0 1 1 $8K Mar 11, 2025
SOUHY SOUTH32 LTD SPNS/ADR 1 0 1 1 $8K May 5, 2026
SPB Spectrum Brands Holdings, Inc. Common Stock 1 0 1 1 $8K Jun 23, 2025
SPCE Virgin Galactic Holdings, Inc. Common Stock 1 0 1 1 $8K Mar 24, 2025
SPHY SPDR Ser Tr Portfolio High Yld Bd 1 0 1 1 $8K Apr 16, 2025
SPLK Splunk, Inc. 1 0 1 1 $8K Jan 15, 2021
SPTI Spdr Ser Tr Inter Term Treas ETF 1 1 0 1 $32.5K Jul 28, 2026
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1 0 1 1 $8K Sep 13, 2023
SQM Sociedad Quimica y Minera S.A. Common Stock 1 0 1 1 $8K Mar 18, 2025
SRPT Sarepta Therapeutics, Inc. - Common Stock 1 0 1 1 $8K Apr 14, 2025
SSYS Stratasys, Ltd. - Common Stock 1 1 0 1 $8K Aug 15, 2025
STLA Stellantis N.V. Common Shares 1 1 0 1 $8K Mar 30, 2026
STM STMicroelectronics N.V. Common Stock 1 1 0 1 $8K Mar 30, 2026
STRC Strategy Inc - Variable Rate Series A Perpetual Stretch Preferred Stock 1 1 0 1 $32.5K Aug 6, 2025
SVNLY Svenska Handelsbanken AB (publ) 1 0 1 1 $8K Apr 28, 2025
SWBI Swbi 1 0 1 1 $8K Jun 27, 2022
SWYEX Schwab Target 2030 Index Fund 1 1 0 1 $750K Oct 25, 2021
SXYAY sika ag 1 0 1 1 $8K Nov 9, 2023
SZKMY Suzuki Motor Corporation 1 0 1 1 $32.5K Apr 28, 2025
TBPH Theravance Biopharma, Inc. - Ordinary Shares 1 0 1 1 $32.5K Mar 24, 2025
TCREX TIAA-CREF Real Estate Securities Fund Retail Class Shares 1 0 1 1 $8K May 24, 2021
TCYMY Tingyi Cayman Islands Hldgs Cp Sponsored ADR 1 0 1 1 $8K Mar 18, 2025
TD Toronto Dominion Bank 1 0 1 1 $32.5K Jun 4, 2024
TEVA Teva Pharmaceutical Industries Limited American Depositary Shares 1 1 0 1 $8K Mar 30, 2026
THD iShares MSCI Thailand ETF 1 0 1 1 $8K Mar 4, 2025
THG Hanover Insurance Group Inc 1 0 1 1 $32.5K May 12, 2025
THISX T Rowe Price Health Sciences Fund, Inc Class I Shares 1 0 1 1 $32.5K Apr 28, 2025
THLEF Thales Ordinary Shares 1 1 0 1 $8K May 11, 2026
TIIEX Nuveen International Equity Fund R6 1 1 0 1 $8K Dec 12, 2025
TIMB TIM S.A. American Depositary Shares 1 0 1 1 $32.5K Dec 9, 2024
TKO TKO Group Holdings, Inc. Class A Common Stock 1 1 0 1 $8K Nov 26, 2025
TMDIX AMG TimesSquare Mid Cap Growth Fund Class Z Shares 1 0 1 1 $8K Jun 23, 2021
TME Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares 1 0 1 1 $8K Apr 8, 2025
TNC Tennant Company Common Stock 1 0 1 1 $8K Mar 14, 2025
TOL Toll Brothers, Inc. Common Stock 1 0 1 1 $8K Sep 23, 2025
TOST Toast, Inc. Class A Common Stock 1 1 0 1 $8K Jul 8, 2026
TQTIX AMG Times Square International Small Cap Fund Class I 1 0 1 1 $8K Oct 1, 2024
TRI Thomson Reuters Corp 1 1 0 1 $8K Jan 4, 2023
TRLIX Nuveen Large Cap Value Fund 1 1 0 1 $8K Dec 12, 2025
TRRDX T Rowe Price Retirement 2040 Fund 1 1 0 1 $32.5K Jan 15, 2022
TRRJX T Rowe Price Retirement 2035 Fund 1 1 0 1 $32.5K Jan 15, 2022
TRRKX T Rowe Price Retirement 2045 Fund 1 1 0 1 $32.5K Jan 15, 2022
TSEGX Touchstone Sands CapitalEmerging Markets Growth Fund Institutional Class Shares 1 0 1 1 $8K Jun 23, 2021
TSIIX Thornburg Strategic Income Fund Class 1 Shs 1 1 0 1 $8K Mar 15, 2023
TSTR Twitter Inc 1 0 1 1 $8K Aug 23, 2021
TTAN ServiceTitan, Inc. - Class A Common Stock 1 1 0 1 $8K Jun 11, 2025
TWST Twist Bioscience Corp. 1 0 1 1 $8K Jan 30, 2026
TX Ternium S.A. Ternium S.A. American Depositary Shares 1 0 1 1 $8K Mar 18, 2025
TXG 10X Genomics Inc CL A 1 0 1 1 $8K Aug 23, 2021
TXNM TXNM Energy, Inc. Common Stock 1 0 1 1 $8K Apr 7, 2025
UAA Under Armour, Inc. 1 0 1 1 $8K Jul 29, 2021
UCBJY Ucb SA UNSP/ADR 1 0 1 1 $8K Sep 23, 2025
UHALB Amerco - Series N Non-Voting 1 1 0 1 $32.5K Mar 13, 2026
UHID Universal Health Services, Inc. 1 0 1 1 $8K Jan 24, 2025
UI Ubiquiti Inc. Common Stock 1 0 1 1 $8K May 3, 2024
UIHIX USAA High Income Fund INSTL 1 1 0 1 $8K Mar 25, 2020
UMBF UMB Financial Corporation - Common Stock 1 0 1 1 $8K Apr 9, 2025
URNM Sprott Uranium Miners ETF 1 1 0 1 $8K Feb 25, 2025
USAGX USAA Precious Metals & Minerals Fund Fund Class Shares 1 0 1 1 $32.5K Jul 30, 2021
USBLX USAA Growth and Tax Strategy Fund 1 0 1 1 $8K May 24, 2021
USCCX USAA Cornerstone Conservative 1 0 1 1 $8K Feb 26, 2024
USIBX USAA Immediate Term Bond 1 0 1 1 $8K Jan 12, 2024
USOU United States 3x Oil Fund 1 1 0 1 $8K Jun 1, 2026
UVSP Univest Financial Corporation - Common Stock 1 0 1 1 $32.5K May 12, 2025
VAW Materials ETF Vanguard 1 0 1 1 $175K Feb 13, 2025
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares 1 0 1 1 $75K Sep 30, 2021
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares 1 0 1 1 $8K Jun 23, 2021
VDC Vanguard Consumer Staples Index Fund ETF Shares 1 0 1 1 $8K May 24, 2021
VDIGX Vanguard Dividend Growth Fund Investor Shares 1 0 1 1 $750K Apr 16, 2020
VDMCY Vodacom Group LTD S/ADR 1 0 1 1 $8K Mar 18, 2025
VEMPX Vanguard Extended Market Index Fund Institutional Plus Shares 1 0 1 1 $175K Sep 30, 2021
VEXPX Vanguard Explorer Fund Investor Shares 1 0 1 1 $8K Jun 29, 2021
VFC V.F. Corporation Common Stock 1 0 1 1 $8K Apr 11, 2025
VFFSX Vanguard 500 Index Fund Institutional Select Shares 1 0 1 1 $32.5K Jun 23, 2021
VFIFX Vanguard Target Retirement 2050 Fund 1 0 1 1 $175K Aug 29, 2024
VFORX Miller and Chevalier 401K: (cid:9)Vanguard Target Retirement 2040 Fund 1 0 1 1 $32.5K Dec 21, 2021
VG Venture Global, Inc. Class A common stock 1 1 0 1 $8K Mar 19, 2026
VGENX Vanguard Energy Fund Investor Shares 1 0 1 1 $8K Jul 26, 2021
VGWAX VanguardGlobal Wellington Fund Admiral Shares 1 0 1 1 $8K Apr 14, 2021
VIASP Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock 1 0 1 1 $75K Dec 6, 2024
VIEIX Vanguard Extended Market Index Fund Institutional Shares 1 0 1 1 $8K Jun 23, 2021
VIGI Vanguard International Dividend Appreciation Index Fund ETF Shares 1 0 1 1 $8K May 9, 2023
VII Seven Generations Energy 1 0 1 1 $175K Aug 17, 2020
VITFX Vanguard Institutional Target Retirement 2035 Fund Institutional Class Shares 1 0 1 1 $32.5K Jun 23, 2021
VLRS Controladora Vuela Compania de Aviacion, S.A.B. de C.V. American Depositary Shares, each representing ten 1 0 1 1 $1.1K Sep 29, 2025
VLY Valley National Bancorp 1 0 1 1 $8K Apr 9, 2026
VMLUX Vanguard Limited-Term Tax-Exempt Fund Admiral Shares 1 1 0 1 $375K Oct 22, 2021
VMMXX Vanguard Prime Money Market Fund Investor Shares 1 0 1 1 $32.5K Jun 1, 2021
VMW VMware, Inc. 1 0 1 1 $75K Oct 13, 2023
VOE Vanguard Mid-Cap Value Index Fund ETF Class Shares 1 0 1 1 $8K Sep 5, 2025
VOTE Engine No. 1 Transform 500 ETF Engine No. 1 Transform 500 ETF 1 0 1 1 $8K Sep 13, 2023
VOX Vanguard Communication Services Index Fund ETF Shares 1 0 1 1 $8K Oct 10, 2025
VPU Vanguard World FDS Vanguard Utils ETF 1 0 1 1 $75K Jun 10, 2026
VQNPX Baker & MacKenzie 401K: (cid:9)Vanguard Growth and Income Fund 1 0 1 1 $8K Dec 29, 2021
VRTTX Vanguard Russell 3000 Index Fund Institutional Shares 1 1 0 1 $75K Jan 29, 2021
VSH Vishay Intertechnology, Inc. Common Stock 1 0 1 1 $32.5K Mar 5, 2025
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Class Shares 1 1 0 1 $8K Jul 22, 2020
VTIVX Vanguard Target Retirement 2045 Fund Investor Class Shares 1 1 0 1 $75K Jul 22, 2025
VTMGX Vanguard Developed Markets Index Fund Admiral Class Shares 1 0 1 1 $8K Jun 23, 2021
VTS Vitesse Energy, Inc. Common Stock 1 0 1 1 $8K Jun 23, 2025
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares 1 0 1 1 $32.5K Dec 24, 2020
VWILX Vanguard International Growth Fund Admiral Shares 1 0 1 1 $32.5K Sep 2, 2022
VWINX Vanguard Wellesley Income Fund Investor Shares 1 0 1 1 $32.5K Jul 26, 2021
VWOB VanguardEmerging Markets Government Bond Index Fund ETF Shares 1 0 1 1 $8K Sep 13, 2023
VWUAX Vanguard U.S. Growth Fund Admiral Shares 1 1 0 1 $175K Nov 6, 2025
VWUSX Vanguard U.S. Growth Fund 1 0 1 1 $175K Nov 6, 2025
VXF Vanguard Extended Market Index Fund ETF Shares 1 1 0 1 $75K May 14, 2025
VYMI Vanguard International High Dividend Yield Index Fund ETF Shares 1 1 0 1 $175K Oct 22, 2021
WACPX Western Asset Core Plus Bond Fund Class I Shares 1 0 1 1 $75K —
WBS Webster Financial Corporation Common Stock 1 0 1 1 $8K Mar 11, 2025
WDS Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share 1 0 1 1 $8K May 5, 2026
WFBIX Spouse’s Washington Hospital Center deferred compensation savings plan: iShares US Aggregate Bond Index Fund Class K Shares 1 0 1 1 $32.5K Jul 12, 2024
WFDRX Wells Fargo Discovery Fund Class R6 Shares 1 0 1 1 $32.5K Sep 2, 2022
WHGMX Westwood SMidCap Fund Institutional Shares 1 0 1 1 $8K Jun 23, 2021
WISE Wise plc distribution 1 1 0 1 $3M Jul 17, 2025
WK Workiva, Inc. 1 0 1 1 $8K Jan 30, 2026
WMBIX Allspring Municipal Bond Fund Institutional Class 1 0 1 1 $32.5K Oct 1, 2024
WMMVY Wal - Mart de Mexico SPN ADR 1 0 1 1 $8K Jan 30, 2026
WSC WillScot Holdings Corporation - Class A Common Stock 1 0 1 1 $8K Jan 13, 2025
WSHCX U.S. Brokerage Account #4: American Funds Washington Mutual Investors Fund - Class C 1 0 1 1 $8K Apr 8, 2021
WTSHF Westshore Term Invst CP 1 0 1 1 $8K May 5, 2026
WWSYX Westwood Smallcap Fund Class Y 1 1 0 1 $8K Aug 1, 2025
XIFR XPLR Infrastructure LP (Formerly NextEra Energy Partners - NEP) 1 0 1 1 $8K Jul 11, 2025
XLB Materials Select Sector SPDR Fund 1 0 1 1 $8K May 24, 2021
XMEX Xemex Group Inc. Common stock 1 1 0 1 $8K Oct 15, 2025
XMHQ Invesco ETF S&P Midcap Quality 1 0 1 1 $32.5K Apr 16, 2025
XONE Boxx One Year Target Duration ETF 1 1 0 1 $32.5K Jun 30, 2025
XRX Xerox Holdings Corporation 1 0 1 1 $0 Jun 29, 2021
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF 1 1 0 1 $32.5K Feb 6, 2026
ZION Zions Bancorporation N.A. - Common Stock 1 0 1 1 $8K Apr 29, 2025
ZOOM Zoom Technologies, Inc. 1 0 1 1 $8K Mar 19, 2025
ZTO ZTO Express 1 0 1 1 $8K May 23, 2025

Only trades whose filing discloses an exchange ticker are grouped here; mutual funds, bonds, and other assets filed without one stay on the member and trades pages. Symbol spellings are normalized ("BRK B" and BRK.B are one row), the company name is the one filers use most, and est. volume sums the midpoints of disclosed amount ranges.