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CIK 0001827261 • 6 13F filings • Apr 16, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M COMPANY | Common Stock | $8K | 0.0%Prev: 0.0% | 50 SH | Decreased-326 SH |
| ABBOTT LABORATORIES | Common Stock | $46K | 0.0%Prev: 0.0% | 371 SH | Decreased |
| ABBVIE INC | Common Stock | $167K | 0.0%Prev: 0.0% | 731 SH | Decreased+3 SH |
| ACCO BRANDS | Common Stock | $67 | 0.0%Prev: 0.0% | 18 SH | Decreased |
| ADVANCED MICRO | Common Stock | $34K | 0.0%Prev: 0.0% | 158 SH | Increased-7 SH |
| AGNICO-EAGLE | Common Stock | $48K | 0.0%Prev: 0.0% | 285 SH | Increased |
| ALBEMARLE CORP | Common Stock | $4K | 0.0%Prev: 0.0% | 28 SH | Increased |
| ALIBABA GROUP | Common Stock | $52K | 0.0%Prev: 0.0% | 353 SH | Decreased |
| ALLIANT ENERGY | Common Stock | $110K | 0.0%Prev: 0.0% | 1,692 SH | Decreased-985 SH |
| ALLSTATE CORP | Common Stock | $15K | 0.0%Prev: 0.0% | 73 SH | Decreased |
| ALPHABET INC | Common Stock | $455K | 0.1%Prev: 0.0% | 1,450 SH | Increased-22 SH |
| ALTRIA GROUP | Common Stock | $47K | 0.0%Prev: 0.0% | 823 SH | Increased+131 SH |
| AMAZON COM | Common Stock | $378K | 0.0%Prev: 0.0% | 1,637 SH | Decreased-102 SH |
| AMEREN CORP | Common Stock | $102K | 0.0%Prev: 0.0% | 1,019 SH | Decreased |
| AMERICAN BEACON | MF Closed and MF Open | $4K | 0.0%Prev: 0.0% | 85 SH | Increased |
| AMERIPRISE FINANCIAL | Common Stock | $1K | 0.0%Prev: 0.0% | 3 SH | Decreased |
| AMGEN INC | Common Stock | $111K | 0.0%Prev: 0.0% | 340 SH | Increased+1 SH |
| AMPHENOL CORP | Common Stock | $42K | 0.0%Prev: 0.0% | 314 SH | Increased |
| AMPLIFY ALTERNATIVE | MF Closed and MF Open | $1K | 0.0%Prev: 0.0% | 38 SH | Decreased |
| ANALOG DEVICES | Common Stock | $9K | 0.0%Prev: 0.0% | 32 SH | Increased |
| ANAVEX LIFE | Common Stock | $7K | 0.0%Prev: 0.0% | 1,880 SH | Decreased |
| ANGEL STUDIOS | Common Stock | $677 | 0.0% | 145 SH | New |
| APPLE INC | Common Stock | $1.6M | 0.2%Prev: 0.2% | 5,908 SH | Decreased-976 SH |
| APPLIED MATERIALS | Common Stock | $114K | 0.0%Prev: 0.0% | 444 SH | Increased |
| ARK AUTONOMOUS | MF Closed and MF Open | $91K | 0.0%Prev: 0.0% | 797 SH | Increased |
| ARK GENOMIC | MF Closed and MF Open | $10K | 0.0%Prev: 0.0% | 351 SH | Increased |
| ARK INNOVATION | MF Closed and MF Open | $48K | 0.0%Prev: 0.0% | 627 SH | Decreased |
| ARK NEXT | MF Closed and MF Open | $66K | 0.0%Prev: 0.0% | 445 SH | Decreased-107 SH |
| ASML HOLDING | Common Stock | $43K | 0.0%Prev: 0.0% | 40 SH | Increased |
| ASSOCIATED BANC | Common Stock | $722 | 0.0%Prev: 0.0% | 28 SH | Increased |
| AT&T INC | Common Stock | $143K | 0.0%Prev: 0.0% | 5,762 SH | Decreased |
| AUTOMATIC DATA | Common Stock | $85K | 0.0%Prev: 0.0% | 332 SH | Decreased |
| AVANOS MEDICAL | Common Stock | $22 | 0.0%Prev: 0.0% | 2 SH | Decreased |
| AVANTIS EMERGING | MF Closed and MF Open | $5.2M | 0.6%Prev: 0.6% | 67,625 SH | Increased+1,972 SH |
| AVANTIS INTL | MF Closed and MF Open | $58.1M | 6.7%Prev: 6.6% | 775,525 SH | Increased-290 SH |
| AVANTIS U S | MF Closed and MF Open | $39K | 0.0%Prev: 0.0% | 502 SH | Increased+133 SH |
| AVISTA CORP | Common Stock | $15K | 0.0%Prev: 0.0% | 400 SH | Increased |
| BADGER METER | Common Stock | $17K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| BAKER HUGHES | Common Stock | $15K | 0.0%Prev: 0.0% | 325 SH | Decreased |
| BANK AMERICA | Common Stock | $7K | 0.0%Prev: 0.0% | 133 SH | Increased |
| BANK MONTREAL | Common Stock | $43K | 0.0%Prev: 0.0% | 335 SH | Decreased |
| BANK NEW YORK | Common Stock | $12K | 0.0%Prev: 0.0% | 103 SH | Increased |
| BECTON DICKINSON | Common Stock | $29K | 0.0%Prev: 0.0% | 148 SH | Increased |
| BERKSHIRE HATHAWAY | Common Stock | $2.4M | 0.3%Prev: 0.3% | 4,819 SH | Decreased |
| BIGBEAR AI | Common Stock | $221 | 0.0% | 41 SH | New |
| BIO-TECHNE | Common Stock | $1K | 0.0%Prev: 0.0% | 20 SH | Increased |
| BITMINE IMMERSION | Common Stock | $47K | 0.0%Prev: 0.0% | 1,737 SH | Increased+1,558 SH |
| BLACKSTONE INC | Common Stock | $15K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| BLOCK INC | Common Stock | $13K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| BOEING COMPANY | Common Stock | $6K | 0.0%Prev: 0.0% | 28 SH | Increased |
| BOSTON SCIENTIFIC | Common Stock | $5K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| BP PLC | Common Stock | $1K | 0.0%Prev: 0.0% | 40 SH | Increased |
| BRIGHTHOUSE FINANCIAL | Common Stock | $843 | 0.0%Prev: 0.0% | 13 SH | Increased |
| BRISTOL MYERS | Common Stock | $18K | 0.0%Prev: 0.0% | 335 SH | Increased |
| BROADCOM INC | Common Stock | $254K | 0.0%Prev: 0.0% | 735 SH | Increased-18 SH |
| CADENCE DESIGN | Common Stock | $13K | 0.0%Prev: 0.0% | 43 SH | Decreased |
| CAMDEN PROPERTY | Common Stock | $28K | 0.0%Prev: 0.0% | 250 SH | Increased |
| CAMECO CORP | Common Stock | $17K | 0.0%Prev: 0.0% | 184 SH | Increased |
| CANADIAN NATIONAL | Common Stock | $26K | 0.0%Prev: 0.0% | 262 SH | Increased |
| CANADIAN SOLAR | Common Stock | $4K | 0.0%Prev: 0.0% | 167 SH | Increased |
| CAPITAL GROUP | MF Closed and MF Open | $946K | 0.1%Prev: 0.1% | 29,751 SH | Decreased-2,952 SH |
| CAPITAL ONE | Common Stock | $52K | 0.0%Prev: 0.0% | 216 SH | Increased+101 SH |
| CARNIVAL CORP | Common Stock | $6K | 0.0%Prev: 0.0% | 200 SH | Increased |
| CATERPILLAR INC | Common Stock | $231K | 0.0%Prev: 0.0% | 403 SH | Increased-50 SH |
| CENCORA INC | Common Stock | $32K | 0.0%Prev: 0.0% | 96 SH | Increased |
| CHEVRON CORP | Common Stock | $204K | 0.0%Prev: 0.0% | 1,340 SH | Decreased-185 SH |
| CHURCH & DWIGHT | Common Stock | $23K | 0.0%Prev: 0.0% | 270 SH | Decreased |
| CINTAS CORP | Common Stock | $56K | 0.0%Prev: 0.0% | 300 SH | Decreased |
| CISCO SYSTEMS | Common Stock | $86K | 0.0%Prev: 0.0% | 1,114 SH | Increased-15 SH |
| CITIGROUP INC | Common Stock | $467 | 0.0%Prev: 0.0% | 4 SH | Increased |
| COCA COLA COMPANY | Common Stock | $266K | 0.0%Prev: 0.0% | 3,806 SH | Increased+228 SH |
| COLGATE-PALMOLIVE | Common Stock | $474 | 0.0%Prev: 0.0% | 6 SH | Decreased |
| COLUMBIA RESEARCH | MF Closed and MF Open | $12.8M | 1.5%Prev: 1.5% | 313,041 SH | Increased+7,953 SH |
| COMCAST CORP | Common Stock | $27K | 0.0%Prev: 0.0% | 909 SH | Decreased |
| CONOCOPHILLIPS | Common Stock | $21K | 0.0%Prev: 0.0% | 225 SH | Decreased |
| CONSTELLATION BRANDS | Common Stock | $3K | 0.0%Prev: 0.0% | 25 SH | Increased |
| CONSTELLATION ENERGY | Common Stock | $6K | 0.0%Prev: 0.0% | 16 SH | Increased |
| CORNING INC | Common Stock | $2K | 0.0%Prev: 0.0% | 24 SH | Increased |
| COSTCO WHOLESALE | Common Stock | $283K | 0.0%Prev: 0.0% | 328 SH | Decreased |
| CRACKER BARREL | Common Stock | $1K | 0.0% | 40 SH | New |
| CROWN CASTLE | Common Stock | $3K | 0.0%Prev: 0.0% | 36 SH | Decreased |
| CURTISS WRIGHT CORP DE | Common Stock | $11K | 0.0%Prev: 0.0% | 20 SH | Increased |
| CYBIN INC | Common Stock | $22K | 0.0%Prev: 0.0% | 2,750 SH | Increased |
| DANAHER CORP | Common Stock | $29K | 0.0%Prev: 0.0% | 126 SH | Increased |
| DEERE & CO | Common Stock | $230K | 0.0%Prev: 0.0% | 495 SH | Increased+67 SH |
| DELL TECHNOLOGIES | Common Stock | $2K | 0.0%Prev: 0.0% | 19 SH | Decreased |
| DELTA AIRLINES | Common Stock | $20K | 0.0%Prev: 0.0% | 287 SH | Increased |
| DIAGEO PLC | Common Stock | $3K | 0.0%Prev: 0.0% | 30 SH | Decreased |
| DIMENSIONAL EMERGING | MF Closed and MF Open | $5.1M | 0.6%Prev: 0.6% | 157,269 SH | Increased-4,655 SH |
| DIMENSIONAL INTL | MF Closed and MF Open | $3.2M | 0.4%Prev: 0.4% | 95,894 SH | Increased+2,643 SH |
| DIMENSIONAL US | MF Closed and MF Open | $211K | 0.0%Prev: 0.0% | 3,188 SH | Increased |
| DONEGAL GROUP | Common Stock | $198K | 0.0%Prev: 0.0% | 9,892 SH | Increased |
| DOVER CORP | Common Stock | $6K | 0.0%Prev: 0.0% | 33 SH | Increased |
| DUKE ENERGY | Common Stock | $13K | 0.0%Prev: 0.0% | 108 SH | Decreased |
| EASTGROUP PROPERTIES | Common Stock | $17K | 0.0%Prev: 0.0% | 95 SH | Increased |
| ELEVANCE HEALTH | Common Stock | $36K | 0.0%Prev: 0.0% | 104 SH | Increased |
| ELI LILLY | Common Stock | $497K | 0.1%Prev: 0.0% | 462 SH | Increased |
| EMERSON ELECTRIC | Common Stock | $23K | 0.0%Prev: 0.0% | 170 SH | Increased+40 SH |
| ENERGY TRANSFER | Oil & Gas, Real Estate and REIT | $205K | 0.0%Prev: 0.0% | 12,416 SH | Increased+1,536 SH |
| ENTERPRISE PRODUCTS | Oil & Gas, Real Estate and REIT | $29K | 0.0%Prev: 0.0% | 904 SH | Increased |
| EOG RESOURCES | Common Stock | $15K | 0.0%Prev: 0.0% | 139 SH | Decreased |
| EQUITABLE HOLDINGS | Common Stock | $4K | 0.0%Prev: 0.0% | 94 SH | Decreased |
| EQUITY LIFESTYLE | Common Stock | $909 | 0.0%Prev: 0.0% | 15 SH | Decreased |
| EVOLUS INC | Common Stock | $6K | 0.0%Prev: 0.0% | 927 SH | Increased |
| EXACT SCIENCES | Common Stock | $65K | 0.0%Prev: 0.0% | 640 SH | Decreased-800 SH |
| EXELON CORP | Common Stock | $2K | 0.0%Prev: 0.0% | 49 SH | Decreased |
| EXXON MOBIL | Common Stock | $165K | 0.0%Prev: 0.0% | 1,367 SH | Increased+41 SH |
| FASTENAL CO | Common Stock | $9K | 0.0%Prev: 0.0% | 214 SH | Decreased |
| FEDEX CORP | Common Stock | $44K | 0.0%Prev: 0.0% | 152 SH | Increased |
| FIDELITY BLUE | MF Closed and MF Open | $6K | 0.0%Prev: 0.0% | 115 SH | Increased |
| FIDELITY COVINGTON | MF Closed and MF Open | $3.6M | 0.4%Prev: 0.4% | 94,623 SH | Increased+7,293 SH |
| FIDELITY ENHANCED | MF Closed and MF Open | $4.0M | 0.5%Prev: 0.5% | 109,343 SH | Increased+4,057 SH |
| FIDELITY NATIONAL | Common Stock | $55K | 0.0%Prev: 0.0% | 822 SH | Increased |
| FIDELITY TOTAL | MF Closed and MF Open | $30K | 0.0%Prev: 0.0% | 641 SH | Decreased |
| FIFTH THIRD | Common Stock | $609 | 0.0%Prev: 0.0% | 13 SH | Increased |
| FIRST MAJESTIC | Common Stock | $13K | 0.0%Prev: 0.0% | 765 SH | Increased |
| FIRST TRUST | MF Closed and MF Open | $743K | 0.1%Prev: 0.1% | 11,925 SH | Decreased-314 SH |
| FIRSTENERGY CORP | Common Stock | $2K | 0.0%Prev: 0.0% | 53 SH | Decreased |
| FISERV INC | Common Stock | $41K | 0.0%Prev: 0.0% | 606 SH | Decreased+275 SH |
| FLEXSHARES MORNINGSTAR | MF Closed and MF Open | $7.2M | 0.8%Prev: 0.8% | 157,262 SH | Increased+7,776 SH |
| FORD MOTOR | Common Stock | $20K | 0.0%Prev: 0.0% | 1,527 SH | Increased |
| FORTUNE BRANDS | Common Stock | $4K | 0.0%Prev: 0.0% | 80 SH | Decreased |
| FRANKLIN FTSE | MF Closed and MF Open | $66K | 0.0%Prev: 0.0% | 1,700 SH | Increased+575 SH |
| FRANKLIN US | MF Closed and MF Open | $3.5M | 0.4%Prev: 0.4% | 61,822 SH | Increased+4,785 SH |
| FS SPECIALTY | MF Closed and MF Open | $84K | 0.0% | 5,971 SH | New |
| FTAI AVIATION | Common Stock | $39K | 0.0%Prev: 0.0% | 200 SH | Increased |
| FTAI INFRASTRUCTURE | Common Stock | $922 | 0.0%Prev: 0.0% | 200 SH | Increased |
| GE AEROSPACE | Common Stock | $35K | 0.0%Prev: 0.0% | 115 SH | Decreased-371 SH |
| GE HEALTHCARE | Common Stock | $1K | 0.0%Prev: 0.0% | 14 SH | Decreased-126 SH |
| GE VERNOVA | Common Stock | $13K | 0.0%Prev: 0.0% | 20 SH | Decreased-92 SH |
| GENERAC HOLDINGS | Common Stock | $18K | 0.0%Prev: 0.0% | 133 SH | Decreased |
| GENERAL DYNAMICS | Common Stock | $5K | 0.0%Prev: 0.0% | 15 SH | Decreased |
| GLOBAL X | MF Closed and MF Open | $176K | 0.0%Prev: 0.0% | 2,902 SH | Decreased-1,310 SH |
| GOLDMAN SACHS | Common Stock | $153K | 0.0%Prev: 0.0% | 174 SH | Increased |
| GOLDMAN SACHS | MF Closed and MF Open | $69.9M | 8.1%Prev: 8.4% | 946,008 SH | Decreased-21,839 SH |
| GRAINGER W W | Common Stock | $109K | 0.0%Prev: 0.0% | 108 SH | Increased |
| HARBOR LONG | MF Closed and MF Open | $19K | 0.0%Prev: 0.0% | 605 SH | Decreased-95 SH |
| HARLEY DAVIDSON | Common Stock | $20K | 0.0%Prev: 0.0% | 999 SH | Decreased |
| HARTFORD MULTIFACTOR | MF Closed and MF Open | $4.5M | 0.5%Prev: 0.5% | 120,392 SH | Decreased-5,553 SH |
| HARTFORD SCHRODERS | MF Closed and MF Open | $2.3M | 0.3%Prev: 0.4% | 120,075 SH | Decreased-53,049 SH |
| HEWLETT PACKARD | Common Stock | $23K | 0.0% | 975 SH | New |
| HOME DEPOT | Common Stock | $342K | 0.0%Prev: 0.0% | 995 SH | Decreased-31 SH |
| HORMEL FOODS | Common Stock | $4K | 0.0%Prev: 0.0% | 150 SH | Decreased |
| HUNTINGTON INGALLS | Common Stock | $12K | 0.0%Prev: 0.0% | 36 SH | Increased |
| IDEXX LABS INC | Common Stock | $12K | 0.0%Prev: 0.0% | 17 SH | Increased |
| ILLINOIS TOOL | Common Stock | $7K | 0.0%Prev: 0.0% | 29 SH | Decreased |
| IMGP DBI | MF Closed and MF Open | $15.9M | 1.8%Prev: 1.8% | 565,318 SH | Increased+29,386 SH |
| INFOSYS LTD | Common Stock | $9K | 0.0%Prev: 0.0% | 496 SH | Increased |
| INSPIRE INTL | MF Closed and MF Open | $8K | 0.0%Prev: 0.0% | 224 SH | Increased |
| INSPIRE SMALL | MF Closed and MF Open | $2K | 0.0%Prev: 0.0% | 63 SH | Decreased |
| INTUIT INC | Common Stock | $11K | 0.0%Prev: 0.0% | 17 SH | Decreased |
| INVESCO BUILDING | MF Closed and MF Open | $12K | 0.0%Prev: 0.0% | 127 SH | Decreased |
| INVESCO FTSE | MF Closed and MF Open | $125K | 0.0%Prev: 0.0% | 2,674 SH | Increased+11 SH |
| INVESCO INDIA | MF Closed and MF Open | $29K | 0.0%Prev: 0.0% | 1,195 SH | Increased+83 SH |
| INVESCO LARGE | MF Closed and MF Open | $21.5M | 2.5%Prev: 2.5% | 323,838 SH | Increased+6,905 SH |
| INVESCO MSCI | MF Closed and MF Open | $1.3M | 0.1%Prev: 0.2% | 18,816 SH | Decreased-1,985 SH |
| INVESCO QQQ | MF Closed and MF Open | $775K | 0.1%Prev: 0.1% | 1,262 SH | Increased+32 SH |
| INVESCO RUSSELL | MF Closed and MF Open | $5K | 0.0%Prev: 0.0% | 104 SH | Increased |
| INVESCO S&P | MF Closed and MF Open | $4.8M | 0.6%Prev: 0.7% | 64,095 SH | Decreased-10,026 SH |
| INVESCO TOTAL | MF Closed and MF Open | $75K | 0.0%Prev: 0.0% | 1,580 SH | Decreased-2,626 SH |
| INVESCO WATER | MF Closed and MF Open | $30K | 0.0%Prev: 0.0% | 425 SH | Decreased |
| IREN LTD | Common Stock | $3K | 0.0% | 84 SH | New |
| IRON MOUNTAIN | Common Stock | $24K | 0.0%Prev: 0.0% | 295 SH | Decreased |
| ISHARES 1-5 | MF Closed and MF Open | $3K | 0.0%Prev: 0.0% | 60 SH | Decreased |
| ISHARES BITCOIN | MF Closed and MF Open | $385K | 0.0%Prev: 0.0% | 7,748 SH | Increased+1,957 SH |
| ISHARES CORE | MF Closed and MF Open | $55.3M | 6.4%Prev: 6.7% | 576,890 SH | Decreased+4,962 SH |
| ISHARES ESG | MF Closed and MF Open | $365K | 0.0%Prev: 0.0% | 2,979 SH | Decreased-106 SH |
| ISHARES ETHEREUM | MF Closed and MF Open | $695 | 0.0%Prev: 0.0% | 31 SH | Decreased |
| ISHARES EUROPE | MF Closed and MF Open | $80K | 0.0%Prev: 0.0% | 1,160 SH | Increased+13 SH |
| ISHARES FUTURE | MF Closed and MF Open | $314K | 0.0%Prev: 0.0% | 6,508 SH | Increased |
| ISHARES GLOBAL | MF Closed and MF Open | $104K | 0.0%Prev: 0.0% | 3,699 SH | Decreased |
| ISHARES GOLD | Common Stock | $108K | 0.0%Prev: 0.0% | 1,330 SH | Decreased-450 SH |
| ISHARES IBOXX | MF Closed and MF Open | $9K | 0.0%Prev: 0.0% | 113 SH | Decreased |
| ISHARES MORNINGSTAR | MF Closed and MF Open | $22.1M | 2.6%Prev: 2.6% | 300,061 SH | Increased+16,416 SH |
| ISHARES MSCI | MF Closed and MF Open | $649K | 0.1%Prev: 0.1% | 4,681 SH | Decreased-306 SH |
| ISHARES RUSSELL | MF Closed and MF Open | $11.9M | 1.4%Prev: 1.4% | 42,462 SH | Increased-669 SH |
| ISHARES S&P | MF Closed and MF Open | $226K | 0.0%Prev: 0.0% | 1,515 SH | Increased+19 SH |
| ISHARES SELECT | MF Closed and MF Open | $58K | 0.0%Prev: 0.0% | 412 SH | Increased+5 SH |
| ISHARES SEMICONDUCTOR | MF Closed and MF Open | $132K | 0.0%Prev: 0.0% | 437 SH | Increased+86 SH |
| ISHARES SILVER | Common Stock | $70K | 0.0%Prev: 0.0% | 1,088 SH | Increased+97 SH |
| ISHARES TECHNOLOGY | MF Closed and MF Open | $195K | 0.0%Prev: 0.0% | 978 SH | Increased |
| ISHARES TIPS | MF Closed and MF Open | $9K | 0.0%Prev: 0.0% | 83 SH | Decreased-74 SH |
| ISHARES U S | MF Closed and MF Open | $19K | 0.0%Prev: 0.0% | 390 SH | Decreased |
| JANUS DETROIT | MF Closed and MF Open | $2.9M | 0.3%Prev: 0.4% | 36,232 SH | Decreased-3,137 SH |
| JANUS HENDERSON | MF Closed and MF Open | $395K | 0.0%Prev: 0.1% | 7,989 SH | Decreased-690 SH |
| JOBY AVIATION | Common Stock | $16K | 0.0%Prev: 0.0% | 1,200 SH | Decreased |
| JOHN HANCOCK | MF Closed and MF Open | $2.9M | 0.3%Prev: 0.3% | 44,608 SH | Increased-291 SH |
| JOHNSON & JOHNSON | Common Stock | $1.5M | 0.2%Prev: 0.2% | 7,094 SH | Increased-244 SH |
| JOHNSON CONTROLS | Common Stock | $384K | 0.0%Prev: 0.0% | 3,204 SH | Increased |
| JPMORGAN | MF Closed and MF Open | $26.9M | 3.1%Prev: 3.1% | 502,097 SH | Increased+17,492 SH |
| JPMORGAN ACTIVE | MF Closed and MF Open | $64.9M | 7.5%Prev: 7.7% | 1,200,760 SH | Increased+21,024 SH |
| JPMORGAN BETABUILDERS | MF Closed and MF Open | $3.3M | 0.4%Prev: 0.4% | 28,026 SH | Decreased-2,510 SH |
| JPMORGAN CHASE | Common Stock | $367K | 0.0%Prev: 0.0% | 1,140 SH | Increased |
| JPMORGAN HEDGED | MF Closed and MF Open | $2.2M | 0.2%Prev: 0.3% | 32,463 SH | Increased+14 SH |
| KIMBERLY CLARK | Common Stock | $48K | 0.0%Prev: 0.0% | 478 SH | Decreased |
| KRAFT HEINZ | Common Stock | $994 | 0.0%Prev: 0.0% | 41 SH | Increased+8 SH |
| KRATOS DEFENSE | Common Stock | $21K | 0.0%Prev: 0.0% | 275 SH | Decreased |
| L3HARRIS TECHNOLOGIES | Common Stock | $18K | 0.0%Prev: 0.0% | 60 SH | Decreased |
| LCNB CORP | Common Stock | $13K | 0.0%Prev: 0.0% | 800 SH | Increased |
| LEONARDO DRS | Common Stock | $14K | 0.0%Prev: 0.0% | 400 SH | Decreased |
| LIFE TIME | Common Stock | $5K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| LIFEMD INC | Common Stock | $3K | 0.0%Prev: 0.0% | 1,000 SH | Decreased |
| LINDE PLC | Common Stock | $48K | 0.0%Prev: 0.0% | 113 SH | Decreased |
| LOCKHEED MARTIN | Common Stock | $484 | 0.0%Prev: 0.0% | 1 SH | Decreased |
| LOWES COMPANIES | Common Stock | $14K | 0.0%Prev: 0.0% | 56 SH | Decreased |
| LPL FINANCIAL | Common Stock | $30K | 0.0%Prev: 0.0% | 84 SH | Increased |
| LUMEN TECHNOLOGIES | Common Stock | $505 | 0.0%Prev: 0.0% | 65 SH | Increased-2 SH |
| LYFT INC | Common Stock | $8K | 0.0%Prev: 0.0% | 400 SH | Decreased |
| MADISON SQUARE | Common Stock | $4K | 0.0%Prev: 0.0% | 17 SH | Increased |
| MAIN STREET | Common Stock | $18K | 0.0%Prev: 0.0% | 300 SH | Decreased |
| MARATHON PETROLEUM | Common Stock | $33K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| MARRIOTT INTL | Common Stock | $56K | 0.0%Prev: 0.0% | 182 SH | Increased |
| MARRIOTT VACATIONS | Common Stock | $1K | 0.0%Prev: 0.0% | 19 SH | Decreased |
| MASTERBRAND INC | Common Stock | $883 | 0.0%Prev: 0.0% | 80 SH | Decreased |
| MASTERCARD INC | Common Stock | $6K | 0.0%Prev: 0.0% | 10 SH | Increased |
| MATTHEWS INTL CORP CL A | Common Stock | $4K | 0.0%Prev: 0.0% | 153 SH | Increased |
| MCDONALDS CORP | Common Stock | $168K | 0.0%Prev: 0.0% | 549 SH | Increased+2 SH |
| MCKESSON CORP | Common Stock | $7K | 0.0%Prev: 0.0% | 8 SH | Increased |
| MEDICAL PROPERTIES | Common Stock | $21K | 0.0%Prev: 0.0% | 4,208 SH | Increased+62 SH |
| MERCK & COMPANY | Common Stock | $109K | 0.0%Prev: 0.0% | 1,038 SH | Increased+3 SH |
| META PLATFORMS | Common Stock | $147K | 0.0%Prev: 0.0% | 222 SH | Decreased-50 SH |
| METLIFE INC | Common Stock | $6K | 0.0%Prev: 0.0% | 80 SH | Decreased |
| MFS ACTIVE | MF Closed and MF Open | $1.2M | 0.1%Prev: 0.0% | 42,182 SH | Increased+36,750 SH |
| MGE ENERGY INC | Common Stock | $44K | 0.0%Prev: 0.0% | 567 SH | Decreased |
| MICROSOFT CORP | Common Stock | $1.1M | 0.1%Prev: 0.1% | 2,199 SH | Decreased-77 SH |
| MONDELEZ INTERNATIONAL | Common Stock | $4K | 0.0%Prev: 0.0% | 76 SH | Increased+26 SH |
| MONOLITHIC POWER | Common Stock | $9K | 0.0%Prev: 0.0% | 10 SH | Decreased |
| MORGAN STANLEY | Common Stock | $39K | 0.0%Prev: 0.0% | 219 SH | Increased |
| MSC INDL | Common Stock | $5K | 0.0%Prev: 0.0% | 59 SH | Decreased |
| MURPHY USA | Common Stock | $14K | 0.0%Prev: 0.0% | 34 SH | Increased |
| NATIONAL FUEL | Common Stock | $60K | 0.0%Prev: 0.0% | 750 SH | Decreased |
| NAVIENT CORP | Common Stock | $43K | 0.0%Prev: 0.0% | 3,300 SH | Decreased |
| NEBIUS GROUP | Common Stock | $9K | 0.0% | 111 SH | New |
| NETFLIX INC | Common Stock | $76K | 0.0%Prev: 0.0% | 810 SH | Decreased+709 SH |
| NEUBERGER COMMODITY | MF Closed and MF Open | $3.4M | 0.4% | 149,246 SH | New |
| NEW GOLD | Common Stock | $12K | 0.0%Prev: 0.0% | 1,400 SH | Increased |
| NEWMONT CORP | Common Stock | $8K | 0.0%Prev: 0.0% | 84 SH | Increased |
| NEXTERA ENERGY | Common Stock | $257K | 0.0%Prev: 0.0% | 3,200 SH | Increased |
| NICOLET BANKSHARES | Common Stock | $123K | 0.0%Prev: 0.0% | 1,017 SH | Decreased |
| NIKE INC | Common Stock | $382 | 0.0%Prev: 0.0% | 6 SH | Decreased |
| NOKIA CORP | Common Stock | $188 | 0.0%Prev: 0.0% | 29 SH | Increased |
| NORDIC AMERICAN | Common Stock | $344 | 0.0%Prev: 0.0% | 100 SH | Increased |
| NORDSON CORP | Common Stock | $481 | 0.0%Prev: 0.0% | 2 SH | Increased |
| NORTHROP GRUMMAN | Common Stock | $155K | 0.0%Prev: 0.0% | 271 SH | Decreased |
| NOVO NORDISK | Common Stock | $17K | 0.0%Prev: 0.0% | 326 SH | Decreased |
| NUVEEN ESG | MF Closed and MF Open | $1.2M | 0.1%Prev: 0.1% | 29,446 SH | Increased+1,371 SH |
| NVIDIA CORP | Common Stock | $898K | 0.1%Prev: 0.1% | 4,815 SH | Decreased-200 SH |
| NYLI MACKAY | MF Closed and MF Open | $44.7M | 5.2%Prev: 4.9% | 1,838,192 SH | Increased+164,912 SH |
| O REILLY AUTOMOTIVE | Common Stock | $26K | 0.0%Prev: 0.0% | 285 SH | Decreased |
| ONEOK INC | Common Stock | $8K | 0.0%Prev: 0.0% | 112 SH | Increased |
| ORACLE CORP | Common Stock | $314K | 0.0%Prev: 0.1% | 1,611 SH | Decreased-233 SH |
| ORCHID ISLAND | Common Stock | $475 | 0.0%Prev: 0.0% | 66 SH | Increased |
| ORION ENERGY | Common Stock | $26K | 0.0%Prev: 0.0% | 1,700 SH | Increased+100 SH |
| OSCAR HEALTH | Common Stock | $8K | 0.0%Prev: 0.0% | 538 SH | Decreased+32 SH |
| OTTER TAIL | Common Stock | $8K | 0.0%Prev: 0.0% | 100 SH | Decreased-100 SH |
| PACER US | MF Closed and MF Open | $12K | 0.0%Prev: 0.0% | 200 SH | Increased |
| PALANTIR TECHNOLOGIES | Common Stock | $30K | 0.0%Prev: 0.0% | 168 SH | Decreased |
| PALO ALTO | Common Stock | $37K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| PARKER-HANNIFIN CORP | Common Stock | $62K | 0.0%Prev: 0.0% | 71 SH | Increased |
| PAYPAL HOLDINGS | Common Stock | $16K | 0.0%Prev: 0.0% | 276 SH | Decreased-11 SH |
| PEMBINA PIPELINE | Common Stock | $8K | 0.0%Prev: 0.0% | 200 SH | Decreased |
| PEPSICO INC | Common Stock | $72K | 0.0%Prev: 0.0% | 500 SH | Increased |
| PFIZER INC | Common Stock | $31K | 0.0%Prev: 0.0% | 1,261 SH | Decreased-646 SH |
| PGIM ULTRA | MF Closed and MF Open | $22.1M | 2.6%Prev: 2.5% | 446,506 SH | Increased+20,984 SH |
| PHILIP MORRIS | Common Stock | $6K | 0.0% | 39 SH | New |
| PHILLIPS 66 | Common Stock | $11K | 0.0%Prev: 0.0% | 85 SH | Decreased |
| PIMCO ENHANCED | MF Closed and MF Open | $4.5M | 0.5%Prev: 0.5% | 168,505 SH | Increased+13,722 SH |
| PINNACLE WEST | Common Stock | $444 | 0.0%Prev: 0.0% | 5 SH | Decreased |
| PPG INDUSTRIES | Common Stock | $22K | 0.0%Prev: 0.0% | 217 SH | Decreased |
| PROCTER & GAMBLE | Common Stock | $63K | 0.0%Prev: 0.0% | 439 SH | Decreased-33 SH |
| PROSHARES S&P | MF Closed and MF Open | $24K | 0.0%Prev: 0.0% | 235 SH | Increased |
| PRUDENTIAL FINANCIAL | Common Stock | $85K | 0.0%Prev: 0.0% | 752 SH | Increased+6 SH |
| PULTEGROUP INC | Common Stock | $2K | 0.0%Prev: 0.0% | 20 SH | Decreased |
| PUTNAM FOCUSED | MF Closed and MF Open | $6K | 0.0% | 127 SH | New |
| QUALCOMM INC | Common Stock | $31K | 0.0%Prev: 0.0% | 179 SH | Increased |
| QUANTUMSCAPE CORP | Common Stock | $834 | 0.0%Prev: 0.0% | 80 SH | Decreased |
| QUEST DIAGNOSTICS | Common Stock | $694 | 0.0%Prev: 0.0% | 4 SH | Decreased |
| QUIDELORTHO CORP | Common Stock | $3K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| REALTY INCOME | Common Stock | $12K | 0.0%Prev: 0.0% | 218 SH | Decreased |
| REGENERON PHARMACEUTICAL | Common Stock | $25K | 0.0%Prev: 0.0% | 33 SH | Increased |
| REINSURANCE GROUP | Common Stock | $8K | 0.0%Prev: 0.0% | 41 SH | Increased |
| RESTAURANT BRANDS | Common Stock | $409 | 0.0%Prev: 0.0% | 6 SH | Increased |
| RIO TINTO | Common Stock | $9K | 0.0%Prev: 0.0% | 118 SH | Increased |
| ROCKWELL AUTOMATION | Common Stock | $48K | 0.0%Prev: 0.0% | 124 SH | Increased |
| ROPER TECHNOLOGIES | Common Stock | $20K | 0.0%Prev: 0.0% | 45 SH | Decreased |
| ROYAL CARIBBEAN | Common Stock | $35K | 0.0%Prev: 0.0% | 127 SH | Decreased |
| RPM INTL INC | Common Stock | $8K | 0.0% | 77 SH | New |
| SALESFORCE INC | Common Stock | $34K | 0.0%Prev: 0.0% | 130 SH | Increased |
| SCHWAB CHARLES | Common Stock | $40K | 0.0%Prev: 0.0% | 400 SH | Increased |
| SCHWAB FUNDAMENTAL | MF Closed and MF Open | $6K | 0.0%Prev: 0.0% | 172 SH | Increased+9 SH |
| SCHWAB INTL | MF Closed and MF Open | $3K | 0.0%Prev: 0.0% | 138 SH | Increased |
| SCHWAB US | MF Closed and MF Open | $1.7M | 0.2%Prev: 0.2% | 56,976 SH | Decreased-2,593 SH |
| SERVICENOW INC | Common Stock | $14K | 0.0%Prev: 0.0% | 90 SH | Decreased+63 SH |
| SHERWIN WILLIAMS | Common Stock | $19K | 0.0%Prev: 0.0% | 60 SH | Decreased |
| SILA REALTY | Common Stock | $3K | 0.0%Prev: 0.0% | 117 SH | Decreased |
| SIMON PROPERTY | Common Stock | $58K | 0.0%Prev: 0.0% | 315 SH | Decreased |
| SIMPLIFY MANAGED | MF Closed and MF Open | $22.1M | 2.6%Prev: 2.6% | 811,968 SH | Increased+35,670 SH |
| SIREN NASDAQ | MF Closed and MF Open | $3K | 0.0%Prev: 0.0% | 128 SH | Decreased |
| SMITH AO | Common Stock | $17K | 0.0% | 261 SH | New |
| SOCIEDAD QUIMICA | Common Stock | $9K | 0.0%Prev: 0.0% | 137 SH | Increased |
| SOFI TECHNOLOGIES | Common Stock | $61K | 0.0%Prev: 0.0% | 2,311 SH | Decreased-150 SH |
| SOLVENTUM CORP | Common Stock | $951 | 0.0%Prev: 0.0% | 12 SH | Decreased-81 SH |
| SOUTHERN COMPANY | Common Stock | $81K | 0.0%Prev: 0.0% | 926 SH | Decreased-48 SH |
| SOUTHERN COPPER | Common Stock | $12K | 0.0%Prev: 0.0% | 84 SH | Increased |
| SPDR DEVELOPED | MF Closed and MF Open | $16.7M | 1.9%Prev: 1.9% | 376,541 SH | Increased+7,806 SH |
| SPDR EMERGING | MF Closed and MF Open | $2.1M | 0.2%Prev: 0.2% | 45,064 SH | Increased+1,399 SH |
| SPDR GOLD | Common Stock | $281K | 0.0%Prev: 0.0% | 708 SH | Increased-54 SH |
| SPDR GOLD | MF Closed and MF Open | $85K | 0.0%Prev: 0.0% | 993 SH | Increased+411 SH |
| SPDR MSCI | MF Closed and MF Open | $11.0M | 1.3%Prev: 1.3% | 287,602 SH | Decreased-14,794 SH |
| SPDR S&P | MF Closed and MF Open | $5.0M | 0.6%Prev: 0.7% | 71,285 SH | Decreased-7,307 SH |
| SPROTT PHYSICAL | MF Closed and MF Open | $46K | 0.0%Prev: 0.0% | 1,000 SH | Increased |
| STARBUCKS CORP | Common Stock | $168 | 0.0%Prev: 0.0% | 2 SH | Decreased |
| STATE STREET | MF Closed and MF Open | $141.2M | 16.3% | 2,093,246 SH | New |
| STEEL DYNAMICS INC | Common Stock | $54K | 0.0%Prev: 0.0% | 317 SH | Increased |
| STRATEGY INC | Common Stock | $46K | 0.0%Prev: 0.0% | 302 SH | Increased+180 SH |
| SYMBOTIC INC | Common Stock | $81K | 0.0%Prev: 0.0% | 1,354 SH | Increased |
| SYSCO CORP | Common Stock | $7K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| T ROWE | MF Closed and MF Open | $2K | 0.0%Prev: 0.0% | 62 SH | Increased |
| TAIWAN SEMICONDUCTOR | Common Stock | $31K | 0.0%Prev: 0.0% | 103 SH | Increased |
| TARGET CORP | Common Stock | $391 | 0.0%Prev: 0.0% | 4 SH | Increased |
| TESLA INC | Common Stock | $204K | 0.0%Prev: 0.0% | 454 SH | Increased |
| TEXAS INSTRUMENTS | Common Stock | $13K | 0.0%Prev: 0.0% | 75 SH | Decreased |
| THERMO FISHER | Common Stock | $75K | 0.0%Prev: 0.0% | 129 SH | Increased |
| TJX COS | Common Stock | $87K | 0.0%Prev: 0.0% | 568 SH | Increased |
| TKO GROUP | Common Stock | $42K | 0.0%Prev: 0.0% | 200 SH | Increased |
| TOLL BROTHERS | Common Stock | $2K | 0.0%Prev: 0.0% | 15 SH | Decreased-238 SH |
| TORO CO | Common Stock | $19K | 0.0%Prev: 0.0% | 240 SH | Increased |
| TRACTOR SUPPLY | Common Stock | $550 | 0.0%Prev: 0.0% | 11 SH | Decreased |
| TRANSDIGM GROUP | Common Stock | $16K | 0.0%Prev: 0.0% | 12 SH | Increased |
| TRUMP MEDIA | Common Stock | $2K | 0.0%Prev: 0.0% | 156 SH | Decreased |
| TWIN DISC | Common Stock | $1K | 0.0%Prev: 0.0% | 66 SH | Increased |
| UNION PACIFIC CORP | Common Stock | $88K | 0.0%Prev: 0.0% | 379 SH | Decreased+1 SH |
| UNITED AIRLINES | Common Stock | $25K | 0.0%Prev: 0.0% | 222 SH | Increased |
| UNITED PARCEL | Common Stock | $116K | 0.0%Prev: 0.0% | 1,167 SH | Increased+9 SH |
| UNITEDHEALTH GROUP | Common Stock | $21K | 0.0%Prev: 0.0% | 65 SH | Decreased-15 SH |
| URANIUM ENERGY | Common Stock | $385 | 0.0%Prev: 0.0% | 33 SH | Decreased |
| VAIL RESORTS | Common Stock | $7K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| VALERO ENERGY | Common Stock | $15K | 0.0%Prev: 0.0% | 93 SH | Decreased |
| VANECK GOLD | MF Closed and MF Open | $38K | 0.0%Prev: 0.0% | 442 SH | Increased |
| VANECK JR | MF Closed and MF Open | $3K | 0.0%Prev: 0.0% | 28 SH | Increased |
| VANECK NATURAL | MF Closed and MF Open | $19.7M | 2.3%Prev: 2.3% | 326,814 SH | Increased-11,693 SH |
| VANECK URANIUM | MF Closed and MF Open | $23K | 0.0%Prev: 0.0% | 186 SH | Increased+73 SH |
| VANECK VIETNAM | MF Closed and MF Open | $16K | 0.0%Prev: 0.0% | 829 SH | Increased+2 SH |
| VANGUARD DIVIDEND | MF Closed and MF Open | $6.7M | 0.8%Prev: 0.8% | 30,267 SH | Decreased-2,247 SH |
| VANGUARD EXTENDED | MF Closed and MF Open | $10K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| VANGUARD FSTE | MF Closed and MF Open | $815K | 0.1%Prev: 0.1% | 15,157 SH | Decreased-49 SH |
| VANGUARD FTSE | MF Closed and MF Open | $963K | 0.1%Prev: 0.1% | 8,126 SH | Increased+145 SH |
| VANGUARD GROWTH | MF Closed and MF Open | $23.6M | 2.7%Prev: 2.8% | 48,355 SH | Increased-456 SH |
| VANGUARD HIGH | MF Closed and MF Open | $49K | 0.0%Prev: 0.0% | 339 SH | Increased+29 SH |
| VANGUARD INFORMATION | MF Closed and MF Open | $69K | 0.0%Prev: 0.0% | 91 SH | Decreased-32 SH |
| VANGUARD INTERNATIONAL | MF Closed and MF Open | $21K | 0.0%Prev: 0.0% | 234 SH | Increased |
| VANGUARD MID | MF Closed and MF Open | $2K | 0.0%Prev: 0.0% | 8 SH | Increased+4 SH |
| VANGUARD REAL | MF Closed and MF Open | $4K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| VANGUARD RUSSELL | MF Closed and MF Open | $49K | 0.0%Prev: 0.0% | 158 SH | Increased |
| VANGUARD S&P | MF Closed and MF Open | $1.3M | 0.2%Prev: 0.2% | 2,094 SH | Increased |
| VANGUARD SMALL | MF Closed and MF Open | $505K | 0.1%Prev: 0.1% | 1,961 SH | Increased+74 SH |
| VANGUARD TOTAL | MF Closed and MF Open | $1.4M | 0.2%Prev: 0.2% | 4,188 SH | Decreased-148 SH |
| VANGUARD VALUE | MF Closed and MF Open | $371K | 0.0%Prev: 0.0% | 1,942 SH | Increased |
| VERIZON COMMUNICATIONS | Common Stock | $68K | 0.0%Prev: 0.0% | 1,679 SH | Decreased-275 SH |
| VERTIV HOLDINGS | Common Stock | $11K | 0.0%Prev: 0.0% | 67 SH | Increased |
| VICTORYSHARES SMALL | MF Closed and MF Open | $11.8M | 1.4%Prev: 0.0% | 399,022 SH | Increased+393,688 SH |
| VICTORYSHARES US | MF Closed and MF Open | $2.9M | 0.3%Prev: 0.3% | 49,768 SH | Increased+2,008 SH |
| VISA INC | Common Stock | $149K | 0.0%Prev: 0.0% | 425 SH | Decreased-70 SH |
| VODAFONE GROUP | Common Stock | $1K | 0.0%Prev: 0.0% | 109 SH | Increased |
| W P CAREY | Common Stock | $153K | 0.0%Prev: 0.0% | 2,382 SH | Decreased-61 SH |
| WALMART INC | Common Stock | $57K | 0.0%Prev: 0.0% | 512 SH | Increased |
| WALT DISNEY | Common Stock | $105K | 0.0%Prev: 0.0% | 919 SH | Decreased-100 SH |
| WARNER BROS | Common Stock | $15K | 0.0%Prev: 0.0% | 516 SH | Increased+120 SH |
| WASTE MANAGEMENT | Common Stock | $93K | 0.0%Prev: 0.0% | 423 SH | Decreased |
| WATTS WATER | Common Stock | $10K | 0.0%Prev: 0.0% | 35 SH | Decreased |
| WEC ENERGY | Common Stock | $1.1M | 0.1%Prev: 0.1% | 10,147 SH | Decreased-533 SH |
| WELLTOWER INC | Common Stock | $56K | 0.0%Prev: 0.0% | 300 SH | Increased |
| WENDYS CO | Common Stock | $225 | 0.0%Prev: 0.0% | 27 SH | Decreased |
| WHEATON PRECIOUS | Common Stock | $41K | 0.0%Prev: 0.0% | 345 SH | Increased |
| WILLIAMS COS | Common Stock | $19K | 0.0%Prev: 0.0% | 321 SH | Decreased |
| WISDOMTREE FLOATING | MF Closed and MF Open | $436K | 0.1%Prev: 0.1% | 8,674 SH | Decreased-85 SH |
| WISDOMTREE INDIA | MF Closed and MF Open | $1K | 0.0%Prev: 0.0% | 26 SH | Increased |
| WISDOMTREE INTL | MF Closed and MF Open | $265K | 0.0%Prev: 0.0% | 3,266 SH | Decreased-330 SH |
| WISDOMTREE TRUST | MF Closed and MF Open | $96K | 0.0%Prev: 0.0% | 1,973 SH | Increased |
| WISDOMTREE U S | MF Closed and MF Open | $61.2M | 7.1%Prev: 7.3% | 923,883 SH | Increased+4,189 SH |
| WISDOMTREE US | MF Closed and MF Open | $11.1M | 1.3%Prev: 1.2% | 124,460 SH | Increased+9,851 SH |
| WRAP TECHNOLOGIES | Common Stock | $7K | 0.0%Prev: 0.0% | 3,000 SH | Increased |
| XCEL ENERGY | Common Stock | $94K | 0.0%Prev: 0.0% | 1,276 SH | Decreased |
| XTRACKERS MSCI | MF Closed and MF Open | $248K | 0.0%Prev: 0.0% | 5,158 SH | Decreased-375 SH |
| XTRACKERS S&P | MF Closed and MF Open | $16K | 0.0%Prev: 0.0% | 252 SH | Increased |
| YUM BRANDS INC | Common Stock | $27K | 0.0%Prev: 0.0% | 178 SH | Decreased |
| ZIM INTEGRATED | Common Stock | $2K | 0.0%Prev: 0.0% | 97 SH | Increased |
| ZIMMER BIOMET | Common Stock | $4K | 0.0%Prev: 0.0% | 40 SH | Decreased |
| 13F-HR |
| 0001104659-26-091831 |
| $1.01B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001104659-25-077455 | $755.7M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001104659-26-051488 | $895.9M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001104659-25-035534 | $643.4M | View |