Ancora Advisors LLC

This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings

New · 241 Add · 767 Reduce · 597 Exit · 276
Action Issuer Δ Shares Δ Shares % Δ Port % Filed
Add WARNER BROS DISCOVERY INC +1,763,667 +37604.8% +1.03 pp 5/15/2026
Reduce KLAVIYO INC-A -1,288,455 -96.8% -0.87 pp 5/15/2026
Add GREEN PLAINS INC COM +1,016,270 +59.1% +0.61 pp 5/15/2026
Add RAYONIER INC COM +1,271,787 +424.7% +0.56 pp 5/15/2026
Add MICROSOFT CORP +2,723 +1.2% -0.47 pp 5/15/2026
Reduce BROADCOM LTD SHS -23,883 -5.5% -0.40 pp 5/15/2026
Reduce ROYAL OAK REALTYTRUST INC -314,836 -88.6% -0.42 pp 5/15/2026
Reduce AMERICAN TOWER CORP NEW COM -115,852 -87.7% -0.42 pp 5/15/2026
Exit POTLATCH CORP NEW COM -469,257 Exit -0.38 pp 5/15/2026
Reduce RALLIANT CORP COM -356,588 -100.0% -0.37 pp 5/15/2026
Reduce VEEVA SYS INC -66,946 -50.8% -0.36 pp 5/15/2026
New APTIV PLC +255,520 New +0.38 pp 5/15/2026
Add GILEAD SCIENCES INC COM +126,263 +2954.2% +0.38 pp 5/15/2026
Reduce HOULIHAN LOKEY INC -56,904 -20.3% -0.32 pp 5/15/2026
Add EOG RES INC COM +10,822 +3.0% +0.36 pp 5/15/2026
Add AMERICOLD REALTY TRUST +89,925 +0.8% -0.22 pp 5/15/2026
Reduce APPLE INC COM -19,720 -3.6% -0.22 pp 5/15/2026
Add UNION PAC CORP COM +59,479 +200.6% +0.32 pp 5/15/2026
Reduce JP MORGAN CHASE & CO -12,635 -4.3% -0.19 pp 5/15/2026
Reduce CHEVRON CORP NEW COM -11,664 -4.6% +0.27 pp 5/15/2026
Reduce ZOETIS INC -86,531 -63.6% -0.23 pp 5/15/2026
Reduce GCI LIBERTY SERIES C -293,840 -49.3% -0.22 pp 5/15/2026
New VERSANT MEDIA GROUP INC COM CL +262,175 New +0.21 pp 5/15/2026
Exit HNI CORP -216,120 Exit -0.19 pp 5/15/2026
Reduce ACCENTURE PLC -6,129 -5.7% -0.17 pp 5/15/2026
Reduce F&G ANNUITIES & LIFE INC -275,310 -99.6% -0.18 pp 5/15/2026
Reduce CCC INTELLIGENT SOLUTIONS HLD -905,440 -59.1% -0.17 pp 5/15/2026
Reduce ABBVIE INC -21,356 -6.3% -0.13 pp 5/15/2026
Reduce ARES MANAGEMENT CORP -11,356 -8.5% -0.16 pp 5/15/2026
Reduce QUALCOMM INC COM -15,547 -11.0% -0.15 pp 5/15/2026
Reduce ATMUS FILTRATION TECHNOLOGIE -172,326 -45.9% -0.16 pp 5/15/2026
Reduce FORTUNE BRANDS INNOVATIONS INC -95,456 -25.5% -0.15 pp 5/15/2026
Reduce BANK OF AMERICA CORPORATION CO -53,830 -6.5% -0.14 pp 5/15/2026
Add VANGUARD INDEX FDS VALUE ETF +38,317 +94.3% +0.17 pp 5/15/2026
Add INVESCO S&P 500 REVENUE ETF +64,599 +115.2% +0.16 pp 5/15/2026
Add HONEYWELL INTERNATIONAL INC +1,927 +0.9% +0.18 pp 5/15/2026
New PUBLIC POL HLDG CO INC COM +530,248 New +0.15 pp 5/15/2026
Add AMENTUM HOLDINGS +300,773 +74.8% +0.15 pp 5/15/2026
Reduce ALPHABET INC CAP STK CL C -6,262 -3.7% -0.10 pp 5/15/2026
Add MASTERCARD INC CL A +16,736 +55.8% +0.14 pp 5/15/2026
Reduce CRH PLC -18,982 -9.0% -0.11 pp 5/15/2026
Add VANGUARD S&P 500 ETF +12 0.0% -0.04 pp 5/15/2026
Exit GIBRALTAR INDS INC COM -119,858 Exit -0.12 pp 5/15/2026
Add MARRIOTT VACATIONS WRLDWDE CP +85,894 +267.5% +0.13 pp 5/15/2026
Add ISHARES TR CORE MSCI EAFE +60,721 +22.7% +0.14 pp 5/15/2026
Reduce WALT DISNEY CO -19,394 -8.6% -0.11 pp 5/15/2026
Add STIFEL FINL CORP COM +67,036 +32.8% -0.10 pp 5/15/2026
Reduce MASTERBRAND INC COM -392,936 -48.8% -0.11 pp 5/15/2026
Add CHURCHILL DOWNS INC COM +60,582 +4490.9% +0.12 pp 5/15/2026
Reduce ISHARES TR CORE S&P500 ETF -3,822 -4.2% -0.07 pp 5/15/2026
Add LKQ CORP COM +44,532 +0.6% +0.05 pp 5/15/2026
Reduce MDU RES GROUP INC COM -265,067 -95.9% -0.11 pp 5/15/2026
New WILEY (JOHN) & SONS-CLASS A +135,030 New +0.11 pp 5/15/2026
Reduce AEBI SCHMIDT HLDG AG -176,112 -15.2% -0.10 pp 5/15/2026
Add SCOTTS MIRACLE GRO CO CL A +79,170 +219916.7% +0.10 pp 5/15/2026
Add DFA DIMENSIONAL INTL CORE EQ M +114,546 +68.2% +0.10 pp 5/15/2026
Add JANUS HENDERSON AAA CLO ETF +94,483 +11.9% +0.12 pp 5/15/2026
Add PROG HOLDINGS INC +156,450 +74.0% +0.10 pp 5/15/2026
Reduce EATON CORP PLC -9,157 -4.8% +0.13 pp 5/15/2026
Reduce KYNDRYL HLDGS INC COM -150,615 -93.6% -0.09 pp 5/15/2026
Reduce SMITHFIELD FOODS INC COM -199,364 -77.4% -0.08 pp 5/15/2026
Reduce CRANE HOLDINGS -18,870 -28.9% -0.08 pp 5/15/2026
Reduce JOHNSON & JOHNSON -25,693 -9.3% +0.13 pp 5/15/2026
Add ENOVIS CORP +199,941 +127.1% +0.09 pp 5/15/2026
Add ENCOMPASS HEALTH CORP COM +44,900 +94.3% +0.09 pp 5/15/2026
Add KONTOOR BRANDS +54,750 +11150.7% +0.08 pp 5/15/2026
Add AMAZON COM INC COM +557 +0.3% -0.05 pp 5/15/2026
Reduce HOME DEPOT INC -5,702 -4.9% -0.05 pp 5/15/2026
Add ISHARES GOLD TRUST +28,308 +4.6% +0.09 pp 5/15/2026
Reduce HOWARD HUGHES CORP -39,264 -58.7% -0.07 pp 5/15/2026
Exit INGEVITY CORP COM -58,789 Exit -0.07 pp 5/15/2026
Add INTERNATIONAL FLAV&FRA COM +47,467 +1292.0% +0.07 pp 5/15/2026
Reduce NOMAD FOODS LTD -138,380 -18.9% -0.07 pp 5/15/2026
Reduce EXXON MOBIL CORP COM -3,622 -4.4% +0.08 pp 5/15/2026
Reduce GONDOLA TAX LIEN FUND -3,431,507 -88.8% -0.07 pp 5/15/2026
Reduce PENTAIR LTD SHS -30,860 -80.8% -0.07 pp 5/15/2026
Reduce NVIDIA CORP COM -6,549 -3.6% -0.05 pp 5/15/2026
Reduce ALPHABET INC CAP STK CL A -3,069 -3.2% -0.05 pp 5/15/2026
Add RYERSON HOLDING CORP +145,661 +2300.8% +0.07 pp 5/15/2026
New ARKO CORP +585,278 New +0.07 pp 5/15/2026
Reduce PHINIA INC COMMON STOCK -63,420 -31.5% -0.06 pp 5/15/2026
Add CRANE NXT CO +117,550 +45.0% +0.07 pp 5/15/2026
New GENESCO INC COM +104,800 New +0.06 pp 5/15/2026
Add VIPER ENERGY INC CL A +39,950 +29.7% +0.07 pp 5/15/2026
Reduce RESOLUTE HLDGS MGMT INC COM -12,340 -57.9% -0.06 pp 5/15/2026
Reduce MCDONALDS CORP -11,246 -10.3% -0.04 pp 5/15/2026
Reduce ANGI CLASS -224,895 -100.0% -0.06 pp 5/15/2026
Exit TELEFLEX INC COM -23,810 Exit -0.06 pp 5/15/2026
Add SIM ST TREAS FUT STRAT ETF +168,959 +20.6% +0.07 pp 5/15/2026
Reduce BERKSHIRE HATHAWAY INC DEL CL -1,212 -1.2% -0.03 pp 5/15/2026
New SUNBELT HOLDINGS +44,000 New +0.06 pp 5/15/2026
Exit NCR VOYIX CORPORATION COM -275,396 Exit -0.06 pp 5/15/2026
Reduce FEDERAL AGRICULTURAL MORTGAGE -15,943 -98.7% -0.06 pp 5/15/2026
Reduce GENERAL DYNAMICS CORP -10,687 -7.2% -0.02 pp 5/15/2026
Add WATERS CORP COM +9,007 +11401.3% +0.06 pp 5/15/2026
Exit EMBECTA CORP -223,240 Exit -0.05 pp 5/15/2026
Reduce VANGUARD BD INDEX FD INC SHORT -31,394 -7.6% -0.03 pp 5/15/2026
Add MIDDLEBY CORP COM +31,159 +32.7% +0.06 pp 5/15/2026
Add ISHARES 0-3 MONTH TREASURY BON +23,874 +11001.8% +0.05 pp 5/15/2026
Add NEXTNAV INC COMMON STOCK +223,090 +11.5% +0.07 pp 5/15/2026
Reduce VESTIS CORPORATION COM SHS -39,655 -1.8% +0.06 pp 5/15/2026
Add MONRO INC COM +170,913 +165.1% +0.05 pp 5/15/2026
Reduce FIRST WATCH RESTAURANT GROUP -104,767 -40.9% -0.05 pp 5/15/2026
Add CONCENTRA GROUP HOLDINGS +76,600 +23.5% +0.05 pp 5/15/2026
Reduce BATH & BODY WORKS INC -105,354 -58.8% -0.04 pp 5/15/2026
Reduce CAVCO INDUSTRIES INC -3,499 -73.4% -0.04 pp 5/15/2026
Reduce FRONTDOOR INC -29,855 -24.3% -0.04 pp 5/15/2026
Exit TALKSPACE INC -594,750 Exit -0.04 pp 5/15/2026
Reduce SLIDE INSURANCE -108,900 -90.0% -0.04 pp 5/15/2026
Reduce ELEMENT FLEET MANAGEMENT CORP -2,183 -0.5% -0.04 pp 5/15/2026
Reduce IWM 270115P00240000 put -1,400 -58.3% -0.04 pp 5/15/2026
Reduce COSTCO WHSL CORP NEW COM -261 -1.5% +0.06 pp 5/15/2026
Add SELECT SECTOR SPDR TR SBI INT- +17,314 +27.6% +0.05 pp 5/15/2026
Reduce SOLSTICE ADVANCED MATLS INC -56,932 -24.5% +0.05 pp 5/15/2026
Exit BLUE OWL CAPITAL CORPORATION I -246,335 Exit -0.04 pp 5/15/2026
Reduce IWM 270115P00245000 put -1,400 -58.3% -0.04 pp 5/15/2026
Add V2X INC +7,960 +8.0% +0.04 pp 5/15/2026
Reduce FREIGHTCAR AMER INC COM -132,980 -47.0% -0.04 pp 5/15/2026
Reduce NSC 270319C00320000 call -590 -98.3% -0.04 pp 5/15/2026
Reduce NSC 270319C00310000 call -590 -98.3% -0.04 pp 5/15/2026
Reduce APPLIED MATERIALS INC -3,709 -9.9% +0.05 pp 5/15/2026
Exit AMPCO PITTSBURGH -354,100 Exit -0.04 pp 5/15/2026
Reduce PHILLIPS 66 COM -341 -0.9% +0.04 pp 5/15/2026
Reduce NORTHWESTERN CORP COM NEW -31,180 -24.1% -0.03 pp 5/15/2026
Reduce INFUSYSTEM HLDGS INC COM -207,630 -72.0% -0.04 pp 5/15/2026
Add COGNIZANT TECHNOLOGY SOLUTIONS +4,005 +4.2% -0.03 pp 5/15/2026
Reduce MAYVILLE ENGR CO INC COM -93,897 -74.5% -0.04 pp 5/15/2026
Add BOOKING HOLDINGS INC +207 +9.0% -0.03 pp 5/15/2026
Add SMARTRENT INC +1,533,873 +146.4% +0.04 pp 5/15/2026
Add ISHARES TR EAFE VALUE ETF +16,202 +9.2% +0.05 pp 5/15/2026
Reduce ABBOTT LABS -4,423 -7.9% -0.03 pp 5/15/2026
Add CONOCOPHILLIPS +834 +2.0% +0.04 pp 5/15/2026
Reduce ASML HOLDING N V N Y REGISTRY -702 -6.7% +0.04 pp 5/15/2026
New NORTHTRIM BANCORP INC +72,320 New +0.04 pp 5/15/2026
Add RB GLOBAL INC +99,696 +8.8% +0.11 pp 5/15/2026
Add PROVIDER REAL ESTATE FUND I LP +1,628,067 +946.9% +0.03 pp 5/15/2026
Add ISHARES INC CORE MSCI EMERGING +16,500 +8.8% +0.04 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR US LARGE C -18,276 -2.0% -0.02 pp 5/15/2026
Exit LIONSGATE STUDIO -176,460 Exit -0.03 pp 5/15/2026
New MISSION PRODUCE INC +115,770 New +0.03 pp 5/15/2026
Reduce L3HARRIS TECHNOLOGIES INC COM -148 -0.5% +0.04 pp 5/15/2026
Reduce PROCTER & GAMBLE CO -12,793 -5.0% -0.01 pp 5/15/2026
Reduce ORACLE CORP COM -280 -0.9% -0.03 pp 5/15/2026
Exit AMCOR PLC -186,329 Exit -0.03 pp 5/15/2026
Reduce QNITY ELECTRONICS INC -251 -0.5% +0.04 pp 5/15/2026
Reduce EZCORP INC -2,570 -1.0% +0.04 pp 5/15/2026
Add ADOBE SYS INC COM +1,575 +8.8% -0.03 pp 5/15/2026
Add CORNING INC +5,628 +35.3% +0.03 pp 5/15/2026
Add VANGUARD FTSE DEV MKTS ETF +19,977 +14.7% +0.04 pp 5/15/2026
Reduce FORTIVE CORP COM -27,264 -11.9% -0.02 pp 5/15/2026
Add PROVIDER REAL ESTATE FUND I LP +1,490,073 +480.8% +0.03 pp 5/15/2026
Reduce PROVIDER REAL ESTATE FUND I LP -1,490,073 -82.8% -0.03 pp 5/15/2026
New AVIDIA BANCORP INC +75,390 New +0.03 pp 5/15/2026
Add ISHARES TR CORE TOTAL USD BD M +33,276 +12.7% +0.04 pp 5/15/2026
New AMCOR +36,101 New +0.03 pp 5/15/2026
New HOOKER FURNITURE CORP COM +109,225 New +0.03 pp 5/15/2026
Add ISHARES TR MBS ETF +15,066 +14.0% +0.04 pp 5/15/2026
Reduce TITAN AMERICA SA COM NPV -68,970 -30.1% -0.03 pp 5/15/2026
Add BLACKROCK US EQUITY FACTOR ROT +36,227 +12.7% +0.04 pp 5/15/2026
Reduce J & J SNACK FOODS CORP COM -14,910 -99.8% -0.03 pp 5/15/2026
New DAVE INC +7,540 New +0.03 pp 5/15/2026
Reduce VERTIV HOLDINGS, LLC -833 -4.9% +0.03 pp 5/15/2026
Add EMERGENT BIOSOLUTN INC COM +238,798 +140.1% +0.03 pp 5/15/2026
Add VANGUARD REIT ETF +14,229 +13.9% +0.03 pp 5/15/2026
New CALERES INC COM +121,040 New +0.03 pp 5/15/2026
Add VISA INC COM CL A +2,506 +6.1% -0.02 pp 5/15/2026
Reduce CLEARFIELD INC -31,960 -22.2% -0.02 pp 5/15/2026
Add MILLROSE PROPERTIES +66,680 +19.4% +0.03 pp 5/15/2026
Add INSTEEL INDUSTRIES INC COM +31,578 +37.8% +0.03 pp 5/15/2026
New PEDEVCO CORP +74,378 New +0.03 pp 5/15/2026
Add STARZ ENTERTAINMENT +110,118 +28.4% +0.03 pp 5/15/2026
Reduce WAL-MART STORES INC COM -3,672 -2.9% +0.03 pp 5/15/2026
Reduce AIR PRODS & CHEMS INC COM -99 -0.4% +0.03 pp 5/15/2026
New MICROBOT MED INC COM +477,080 New +0.02 pp 5/15/2026
Add GPGI CLASS A +129,390 +26.2% +0.03 pp 5/15/2026
Add XTRACKERS INTER REAL EST ETF +50,000 +6112.5% +0.02 pp 5/15/2026
Add INVESCO NASDAQ 100 ETF +442 +0.6% -0.01 pp 5/15/2026
Add DFA DIMENSIONAL US SMALL CAP V +19,636 +10.0% +0.03 pp 5/15/2026
Exit KKR & CO L P DEL COM UNITS -8,657 Exit -0.02 pp 5/15/2026
Reduce ENERGIZER HLDGS INC NEW -43,960 -40.3% -0.02 pp 5/15/2026
Add NEWS CORP NEW +44,072 +1057.4% +0.02 pp 5/15/2026
Add GLOBAL X DEFENSE TECH ETF +9,104 +12.4% +0.03 pp 5/15/2026
Add VANECK VECTORS MORNINGSTAR WID +36,186 +10.2% +0.05 pp 5/15/2026
Reduce SEAPORT ENTMT GROUP -53,482 -100.0% -0.02 pp 5/15/2026
Reduce COTERRA ENERGY INC COM -56,653 -51.9% -0.02 pp 5/15/2026
Exit NN 260116C00012000 call -2,086 Exit -0.02 pp 5/15/2026
Add ISHARES TR S&P SMLCAP 600 +3,543 +2.6% +0.03 pp 5/15/2026
Add META PLATFORMS INC CLASS A COM +1,172 +6.2% -0.01 pp 5/15/2026
Reduce ENTERPRISE PRODUCTS PARTNERS -1,152 -0.6% +0.02 pp 5/15/2026
Add EDGEWELL PERS CARE CO COM +45,090 +901.8% +0.02 pp 5/15/2026
Add AMPLIFY ENERGY CORP +142,120 +290.8% +0.02 pp 5/15/2026
Add BLACKSTONE GROUP INC +33,673 +45.4% +0.03 pp 5/15/2026
Reduce AVIAT NETWORKS INC -45,104 -94.8% -0.02 pp 5/15/2026
Add SPDR PORTFOLIO LONG TERM TREAS +38,742 +11.4% +0.03 pp 5/15/2026
Reduce TARGET CORP COM -10,850 -71.0% -0.02 pp 5/15/2026
Exit CRAWFORD & CO CL A -84,505 Exit -0.02 pp 5/15/2026
Exit GORMAN RUPP CO COM -19,525 Exit -0.02 pp 5/15/2026
Add UNITEDHEALTH GROUP INC COM +1,102 +5.3% -0.02 pp 5/15/2026
Add PENN NATL GAMING INC COM +61,696 +1484.9% +0.02 pp 5/15/2026
Add BLACKROCK ETF TRUST II FLEXIBL +20,439 +12.7% +0.03 pp 5/15/2026
Reduce NEXTERA ENERGY INC COM -1,006 -1.2% +0.02 pp 5/15/2026
Reduce INNOVATIVE SOLTNS&SUPP COM -56,950 -35.2% -0.02 pp 5/15/2026
New NSC 270319P00280000 put +400 New +0.02 pp 5/15/2026
Exit RCM TECHNOLOGIES INC COM NEW -44,245 Exit -0.02 pp 5/15/2026
New GREENWICH LIFESCIENCES INC +37,500 New +0.02 pp 5/15/2026
Add ISHARES TR S&P 500 VALUE +4,400 +10.0% +0.03 pp 5/15/2026
Add MOOG INC CL A +3,028 +6442.6% +0.02 pp 5/15/2026
Reduce GARTNER INC COM -151 -1.6% -0.02 pp 5/15/2026
Reduce NPK INTERNATIONAL INC -231,210 -24.1% -0.01 pp 5/15/2026
Exit NATURES SUNSHINE PRODS INC COM -41,069 Exit -0.02 pp 5/15/2026
Add KKR & CO L P DEL COM UNITS +9,567 +28990.9% +0.02 pp 5/15/2026
Add EQT CORP COM +13,626 +1189.0% +0.02 pp 5/15/2026
Reduce ISHARES TR RUSSELL1000GRW -10 -0.1% -0.01 pp 5/15/2026
Reduce AMERICAN CENTY ETF TR AVANTIS -600 -0.5% +0.03 pp 5/15/2026
Reduce AMGEN INC COM -70 -0.2% +0.03 pp 5/15/2026
Reduce WISDOMTREE TR US DIVID GROWTH -8,122 -9.9% -0.01 pp 5/15/2026
Reduce BLACKROCK -119 -1.8% -0.01 pp 5/15/2026
Add TRANSDIGM GROUP INC +177 +2.9% -0.01 pp 5/15/2026
Reduce DUPONT DE NEMOURS INC -4,804 -2.6% +0.02 pp 5/15/2026
Reduce SILVERCREST ASSET MANAGEMENT -54,505 -95.2% -0.02 pp 5/15/2026
Reduce PROGRESSIVE CORP OHIO -1,610 -9.2% -0.02 pp 5/15/2026
Add GE VERNOVA +45 +1.3% +0.02 pp 5/15/2026
Add PURSUIT ATTRACTIONS AND HOSPIT +10,838 +7.5% +0.02 pp 5/15/2026
Reduce SPROTT PHYSICAL GOLD TRUST UNI -606 -0.2% +0.03 pp 5/15/2026
Add SCHWAB STRATEGIC TR US DIVIDEN +23,629 +81.8% +0.02 pp 5/15/2026
Reduce PASON SYSTEMS INC -96,008 -73.8% -0.02 pp 5/15/2026
Reduce NSC 270319C00320000 call -190 -95.0% -0.02 pp 5/15/2026
Reduce NSC 270319C00310000 call -190 -95.0% -0.02 pp 5/15/2026
Add PALO ALTO NETWORKS +5,406 +180.2% +0.02 pp 5/15/2026
Add NETFLIX INC COM +7,841 +48.5% +0.02 pp 5/15/2026
Reduce JP MORGAN ULTRA SHORT INCOME E -16,193 -0.9% +0.04 pp 5/15/2026
Reduce RAYMOND JAMES FINANCIAL INC CO -540 -1.2% -0.01 pp 5/15/2026
Reduce PARK AEROSPACE CORP COM -39,300 -77.6% -0.02 pp 5/15/2026
Reduce VANGUARD INDEX FDS TOTAL STK M -1,120 -4.0% -0.01 pp 5/15/2026
New ISHARES COPPER AND METALS MINI +16,057 New +0.02 pp 5/15/2026
Add VANGUARD INDEX FDS SM CP VAL E +1,881 +3.0% +0.03 pp 5/15/2026
Reduce MARATHON PETROLEUM CORP -51 -0.5% +0.02 pp 5/15/2026
Exit WOLVERINE WORLD WIDE COM -40,667 Exit -0.02 pp 5/15/2026
Reduce MOOG INC-CLASS A -3,028 -98.5% -0.02 pp 5/15/2026
Exit PERMA-FIX ENVIRONMENTAL SVCS -57,927 Exit -0.02 pp 5/15/2026
Exit GENCO SHIPPING AND TRADING LIM -39,171 Exit -0.01 pp 5/15/2026
Add POWERFLEET INC +316,020 +270.3% +0.02 pp 5/15/2026
Reduce VOX RTY CORP -175,376 -42.2% -0.01 pp 5/15/2026
Reduce AMERICAN COASTAL INSURANCE COR -56,003 -95.9% -0.01 pp 5/15/2026
Add S&P GLOBAL INC +1,729 +628.7% +0.02 pp 5/15/2026
Add ISHARES MSCI EMERGING MARKETS +3,138 +4.1% +0.02 pp 5/15/2026
Add ARAMARK HLDGS CORP COM +240 +0.1% +0.02 pp 5/15/2026
Reduce NEWTEK BUSINESS SERVICES CORPO -60,092 -95.1% -0.01 pp 5/15/2026
Exit DISTRIBUTION SOLUTIONS GROUP I -24,865 Exit -0.01 pp 5/15/2026
Reduce API GROUP CORP COM 144A -505 -0.2% +0.02 pp 5/15/2026
New VSTS 260821C00007500 call +4,206 New +0.01 pp 5/15/2026
Exit VAALCO ENERGY INC COM NEW -184,532 Exit -0.01 pp 5/15/2026
Exit AXT INC COM -41,000 Exit -0.01 pp 5/15/2026
Add AVANTIS INTERNATNL SML CP VL E +6,486 +176.0% +0.01 pp 5/15/2026
Reduce CAPITAL ONE FINL CORP COM -501 -5.2% -0.01 pp 5/15/2026
Reduce SHOPIFY INC CL A -686 -5.0% -0.01 pp 5/15/2026
Add BLACKROCK ETF TRUST ISHARES AI +22,308 +10.7% +0.02 pp 5/15/2026
Add ONEOK INC NEW COM +6,834 +268.7% +0.01 pp 5/15/2026
Reduce UGI CORP NEW COM -6,950 -1.7% 0.00 pp 5/15/2026
Reduce NORDSON CORP COM -230 -0.8% +0.02 pp 5/15/2026
Reduce WYNDHAM HOTELS & RESORTS INC -3,766 -2.2% +0.02 pp 5/15/2026
Reduce EVERUS CONSTRUCTION GROUP -28,960 -23.1% +0.02 pp 5/15/2026
Add APOLLO GLOBAL MANAGEMENT INC +10,096 +72.0% +0.02 pp 5/15/2026
Reduce NESTLE S A SPONSORED ADR -6,787 -14.3% -0.01 pp 5/15/2026
Reduce MARRIOTT INTERNATIONAL INC NEW -7,252 -7.1% +0.01 pp 5/15/2026
Reduce SPDR S&P 500 ETF TR TR UNIT -9 0.0% 0.00 pp 5/15/2026
Reduce NORTHROP GRUMMAN CORP COM -19 -0.3% +0.02 pp 5/15/2026
Add LEGACY ED INC COM +42,265 +98.4% +0.01 pp 5/15/2026
Add FIDELITY TOTAL BOND ETF +14,586 +15.4% +0.02 pp 5/15/2026
Reduce CLIFFS NATURAL RESOURCES INC C -10,421 -9.5% -0.01 pp 5/15/2026
Reduce POSTAL REALTY TRUST -61,862 -28.2% -0.01 pp 5/15/2026
Add BIRCHTECH +375,802 +710.6% +0.01 pp 5/15/2026
New ADVANSIX INC COM +25,248 New +0.01 pp 5/15/2026
Add TESLA MTRS INC COM +7 +0.1% -0.01 pp 5/15/2026
Reduce AUTOMATIC DATA PROCESSING INC -200 -1.9% -0.01 pp 5/15/2026
Add MICRON TECHNOLOGY INC +421 +4.7% +0.01 pp 5/15/2026
Add DOW INC +7,000 +40.2% +0.01 pp 5/15/2026
Exit CECIL BANCORP INC -343,877 Exit -0.01 pp 5/15/2026
New MASTERCRAFT BOAT HOLDINGS IN +29,270 New +0.01 pp 5/15/2026
Add SALESFORCE COM INC COM +23,740 +36.9% 0.00 pp 5/15/2026
Reduce SPROTT PHYSICAL SILVER TR UNIT -30,443 -15.5% -0.01 pp 5/15/2026
Reduce CPI CARD GROUP INC -40,402 -95.3% -0.01 pp 5/15/2026
New SIMPLY GOOD FOODS CO COM +41,300 New +0.01 pp 5/15/2026
Add CATERPILLAR INC DEL COM +132 +3.6% +0.01 pp 5/15/2026
Add UNIT CORP +16,826 +970.4% +0.01 pp 5/15/2026
Exit HINGHAM INSTN SVGS MASS COM -2,068 Exit -0.01 pp 5/15/2026
Exit CONCRETE PUMPING HLDGS INC COM -86,465 Exit -0.01 pp 5/15/2026
Reduce VANGUARD SPECIALIZED PORTFOLIO -1,056 -1.4% 0.00 pp 5/15/2026
Reduce ABERDEEN STANDARD PHYSICAL PLA -2,467 -16.4% -0.01 pp 5/15/2026
Reduce MARZETTI -3,260 -76.1% -0.01 pp 5/15/2026
Reduce INTERNATIONAL MONEY EXPRESS IN -35,843 -98.6% -0.01 pp 5/15/2026
Reduce LINDE PLC -5,738 -11.7% +0.03 pp 5/15/2026
Add VANGUARD WHITEHALL FDS INC HIG +3,237 +22.4% +0.01 pp 5/15/2026
Reduce VISTRA ENERGY CORP COM -614 -1.5% -0.01 pp 5/15/2026
Exit CORCEPT THERAPEUTICS INC -15,588 Exit -0.01 pp 5/15/2026
Add ISHARES TR CORE S&P TOTAL U S +33,278 +5.0% +0.08 pp 5/15/2026
Add INVESCO QQQ TRUST +150 +0.9% 0.00 pp 5/15/2026
Add ISHARES TR CORE MSCI TOTAL INT +3,949 +4.1% +0.02 pp 5/15/2026
Add VANECK VECTORS FALLEN ANGEL HI +24,540 +9.0% +0.02 pp 5/15/2026
Exit SIBANYE STILLWATER LTD -37,000 Exit -0.01 pp 5/15/2026
New DAVE & BUSTERS ENTMT +48,139 New +0.01 pp 5/15/2026
Reduce TIPTREE INC -28,402 -99.5% -0.01 pp 5/15/2026
Reduce NORFOLK SOUTHERN -1,720 -14.0% -0.01 pp 5/15/2026
New FORUM ENERGY TECHNOLOGIES +8,740 New +0.01 pp 5/15/2026
Add GENIUS SPORTS LTD COM NPV +27,500 +28.8% -0.01 pp 5/15/2026
Reduce DT MIDSTREAM -11,224 -16.7% -0.01 pp 5/15/2026
Exit HURCO COMPANIES INC -32,354 Exit -0.01 pp 5/15/2026
Exit RIMINI STREET INC -128,687 Exit -0.01 pp 5/15/2026
Reduce WESTERN DIGITAL CORP COM -4,470 -61.6% -0.01 pp 5/15/2026
Add AGILENT TECHNOLOGIES INC +374 +1.5% -0.01 pp 5/15/2026
Reduce AMRIZE -17,417 -7.0% 0.00 pp 5/15/2026
Reduce KRAFT HEINZ CO -19,868 -76.0% -0.01 pp 5/15/2026
Add ISHARES TR MSCI EAFE GROWTH +5,875 +9.1% +0.02 pp 5/15/2026
Exit CECIL BANCORP RSTD -343,752 Exit -0.01 pp 5/15/2026
New NSC 270319P00270000 put +256 New +0.01 pp 5/15/2026
Exit MOVADO GROUP INC COM -23,550 Exit -0.01 pp 5/15/2026
Reduce CAMECO -25 -0.1% +0.01 pp 5/15/2026
Add INVESCO S&P SMALLCAP 600 REVEN +1,969 +0.9% +0.02 pp 5/15/2026
Reduce ROYAL GOLD INC COM -4,550 -21.6% -0.01 pp 5/15/2026
Reduce FARMERS & MERCHANTS BANCORP LO -431 -97.5% -0.01 pp 5/15/2026
Exit SMITH & WESSON BRANDS INC -48,493 Exit -0.01 pp 5/15/2026
Add PIMCO ETF TR 15 YR US TIPS +10,000 +22.3% +0.01 pp 5/15/2026
Exit CANADA PACKERS INC COM -40,500 Exit -0.01 pp 5/15/2026
Reduce VEEV 270115C00250000 call -100 -42.2% -0.01 pp 5/15/2026
Add VONTIER CORP +968 +0.3% 0.00 pp 5/15/2026
Exit AERSALE CORPORATION COM -62,729 Exit -0.01 pp 5/15/2026
Reduce CAPITAL GROUP CORE BOND ETF -15,709 -13.2% -0.01 pp 5/15/2026
Reduce FIDELITY NATL INFO SVC COM -5,896 -71.7% -0.01 pp 5/15/2026
Add ISHARES GOLD TRUST +2,691 +9.4% +0.01 pp 5/15/2026
Exit LKQ 261218C00035000 call -1,984 Exit -0.01 pp 5/15/2026
Reduce CHECK POINT SOFTWARE ORD -2,115 -67.3% -0.01 pp 5/15/2026
Add CORVUS PHARMACEUTICALS INC +7,101 +14.9% +0.01 pp 5/15/2026
Exit ALLIED MOTION TECHNOLOGIES INC -8,053 Exit -0.01 pp 5/15/2026
Reduce DECKERS OUTDOOR CORP COM -1,740 -2.4% 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR US LARGE C -7,898 -13.8% -0.01 pp 5/15/2026
Reduce JOINT CORP COM -48,404 -95.1% -0.01 pp 5/15/2026
Reduce GOLD COM -12,313 -97.3% -0.01 pp 5/15/2026
Add MAGNERA +295,576 +69.5% +0.01 pp 5/15/2026
Reduce ARTHUR J GALLAGHER AND COMPANY -18 -0.2% -0.01 pp 5/15/2026
Reduce JACKSON FINL INC CL A -3,480 -7.2% -0.01 pp 5/15/2026
Exit UTZ BRANDS INC COM CL A -39,750 Exit -0.01 pp 5/15/2026
Exit STABILIS SOLUTIONS INC -89,442 Exit -0.01 pp 5/15/2026
Add SIRIUSXM HOLDINGS +11,410 +25.8% +0.01 pp 5/15/2026
Reduce INTERNATIONAL BUSINESS MACHS C -96 -1.4% -0.01 pp 5/15/2026
Reduce ROCKWELL AUTOMATION COM -554 -8.5% -0.01 pp 5/15/2026
Reduce 3M CO -481 -2.2% -0.01 pp 5/15/2026
Reduce TALEN ENERGY CORP COM -704 -24.1% -0.01 pp 5/15/2026
Add HORMEL FOODS CORP COM +17,096 +304.6% +0.01 pp 5/15/2026
Add ISHARES TR S&P 100 IDX FD +2,379 +5.2% 0.00 pp 5/15/2026
Add SR BANCORP INC +20,450 +75.5% +0.01 pp 5/15/2026
Reduce ISHARES TR BARCLYS 1-3 YR -4,154 -4.4% 0.00 pp 5/15/2026
Add DELL TECHNOLOGIES INC +2,049 +268.9% +0.01 pp 5/15/2026
Exit FIRST INTERNET BANCORP COM -17,474 Exit -0.01 pp 5/15/2026
Reduce REDDIT INC -1,500 -90.9% -0.01 pp 5/15/2026
Reduce ISHARES TR USA MIN VOL ID -2,143 -1.9% 0.00 pp 5/15/2026
Exit ITURAN LOCATN AND CTL SHS -8,318 Exit -0.01 pp 5/15/2026
Reduce JANUS DETROIT STR TR B-BBB CLO -7,098 -29.4% -0.01 pp 5/15/2026
Add MARTIN MARIETTA MATERIALS INC +1 0.0% 0.00 pp 5/15/2026
Reduce THRYV HLDGS INC COM NEW -56,493 -94.8% -0.01 pp 5/15/2026
New OPTIMIZERX CORPORATION +55,637 New +0.01 pp 5/15/2026
Add VANGUARD FTSE EMERGING MKTS ET +5,500 +3.2% +0.01 pp 5/15/2026
Add MEDTRONIC PLC SHS +18 0.0% 0.00 pp 5/15/2026
Reduce FIDELITY WISE ORIGIN BITCOIN F -35 -0.2% -0.01 pp 5/15/2026
Add VANGUARD INDEX FDS GROWTH ETF +11 +0.2% -0.01 pp 5/15/2026
Exit BRUKER CORP -7,252 Exit -0.01 pp 5/15/2026
Add OCCIDENTAL PETE CORP DEL COM +4,493 +224.4% +0.01 pp 5/15/2026
Add FEDEX CORP COM +4 +0.1% +0.01 pp 5/15/2026
Exit AMERICAS CAR MART INC COM -13,273 Exit -0.01 pp 5/15/2026
Reduce ISHARES CORE DIVIDEND GROWTH -4,971 -24.9% -0.01 pp 5/15/2026
Add STONEX GROUP INC COM +6,858 +44.8% +0.01 pp 5/15/2026
Exit PHOTRONICS INC -10,356 Exit -0.01 pp 5/15/2026
Exit DONNELLEY FINL SOLUTIONS INC -7,093 Exit -0.01 pp 5/15/2026
Reduce WELLS FARGO CO -1,186 -7.1% -0.01 pp 5/15/2026
Reduce J P MORGAN EXCH/ULTRA SHORT MU -6,383 -6.9% 0.00 pp 5/15/2026
Add BROOKFIELD CORP +957 +1.4% 0.00 pp 5/15/2026
Add AMERCO +8,350 +33.0% +0.01 pp 5/15/2026
Reduce VANECK MORNINGSTAR SMID MOAT E -8,711 -66.7% -0.01 pp 5/15/2026
Reduce DANAHER CORP DEL COM -73 -0.9% -0.01 pp 5/15/2026
Reduce CONSTELLATION SOFTWARE INC -41 -11.1% -0.01 pp 5/15/2026
Add LILLY ELI & CO COM +104 +3.9% 0.00 pp 5/15/2026
Reduce ISHARES SILVER TRUST ISHARES -6,118 -22.2% -0.01 pp 5/15/2026
Add HAMILTON BEACH BRANDS HOLDING +16,275 +844.1% +0.01 pp 5/15/2026
New GLOBAL X US NATURAL GAS ETF +6,705 New +0.01 pp 5/15/2026
Add CORTEVA +225 +1.3% +0.01 pp 5/15/2026
Reduce YETI HOLDINGS INC -6,728 -82.4% -0.01 pp 5/15/2026
Add UBER TECHNOLOGIES INC +8,365 +27.9% +0.01 pp 5/15/2026
Reduce IRON MTN INC NEW COM -1,156 -5.2% +0.01 pp 5/15/2026
Reduce KINDER MORGAN INC DEL COM -693 -1.3% +0.01 pp 5/15/2026
New WORTHINGTON STL INC COM +10,000 New +0.01 pp 5/15/2026
New ASTRAZENECA PLC ORD +1,535 New +0.01 pp 5/15/2026
Add AMERICAN OUTDOOR BRANDS INC +20,438 +29.9% +0.01 pp 5/15/2026
Exit ASTRAZENECA PLC SPONSORED ADR -3,254 Exit -0.01 pp 5/15/2026
Add ISHARES TR HGH DIV EQT FD +1,158 +11.5% +0.01 pp 5/15/2026
Reduce PFIZER INC -731 -0.7% +0.01 pp 5/15/2026
Reduce MOTOROLA SOLUTIONS INC COM NEW -117 -1.7% +0.01 pp 5/15/2026
Exit FORRESTER RESEARCH INC -36,575 Exit -0.01 pp 5/15/2026
Exit TEEKAY TANKERS LTD -5,542 Exit -0.01 pp 5/15/2026
Reduce MERCK & CO INC NEW COM -392 -1.7% +0.01 pp 5/15/2026
New PROSHARES SHORT QQQ +9,100 New +0.01 pp 5/15/2026
Add INVESCO S&P 500 EQUAL WEIGHT E +1,448 +3.6% +0.01 pp 5/15/2026
Add CHEFS WAREHOUSE INC +5,482 +44.1% +0.01 pp 5/15/2026
Add NACCO INDS INC CL A +3,044 +6.8% +0.01 pp 5/15/2026
Add JEFFERIES GROUP INC NEW COM +84 +0.6% -0.01 pp 5/15/2026
Add MILLERKNOLL INC +147 +0.2% -0.01 pp 5/15/2026
Exit JOHNSON OUTDOORS INC CL A -6,601 Exit -0.01 pp 5/15/2026
Exit RICHARDSON ELECTRONICS LTD -25,258 Exit -0.01 pp 5/15/2026
Exit STURM RUGER & CO INC COM -8,348 Exit -0.01 pp 5/15/2026
Reduce SCHLUMBERGER LTD COM -3,389 -10.0% +0.01 pp 5/15/2026
Add ARMANINO FOODS DISTINCTION INC +25,810 +120.8% +0.01 pp 5/15/2026
New PROSHARES TR SHORT S&P 500 +7,000 New +0.01 pp 5/15/2026
Add ISHARES TR BRC 0-5 YR TIP +735 +0.4% +0.02 pp 5/15/2026
Reduce INVESCO BULLETSHARES 2028 CORP -12,705 -50.0% -0.01 pp 5/15/2026
Add PARTNERS GROUP PRIVATE EQUITY +116,005 +419.3% +0.01 pp 5/15/2026
Reduce LOCKHEED MARTIN CORP COM -225 -6.9% +0.01 pp 5/15/2026
Add QUANTA SVCS INC COM +44 +2.4% +0.01 pp 5/15/2026
Add MARVELL TECHNOLOGY GROUP LTD +510 +3.5% +0.01 pp 5/15/2026
Exit LKQ 261218C00030000 call -600 Exit -0.01 pp 5/15/2026
New XLF 260717P00050000 put +1,000 New +0.01 pp 5/15/2026
Reduce INVESCO BULLETSHARS 2029 CORP -13,450 -82.9% -0.01 pp 5/15/2026
Add CLIMB GLOBAL SOLUTIONS INC +15,734 +231.5% 0.00 pp 5/15/2026
Add INTUIT INC +129 +9.8% 0.00 pp 5/15/2026
Exit KARAT PACKAGING INC COM -10,967 Exit -0.01 pp 5/15/2026
Reduce REPUBLIC SVCS INC COM -173 -0.4% +0.01 pp 5/15/2026
Reduce ENBRIDGE INC CO -11,874 -18.9% 0.00 pp 5/15/2026
Reduce JANUS HENDERSON MORTGAGE-BACKE -3,841 -2.7% 0.00 pp 5/15/2026
Reduce SMUCKER J M CO COM NEW -2,200 -9.5% 0.00 pp 5/15/2026
Reduce MAGNUM ICE CREAM CO NV -15,274 -89.5% -0.01 pp 5/15/2026
Add DOUBLELINE MORTGAGE ETF +5,000 +27.8% +0.01 pp 5/15/2026
Add T MOBILE US INC +1,005 +22.9% +0.01 pp 5/15/2026
Reduce HERSHEY CO COM -959 -5.7% +0.01 pp 5/15/2026
Reduce VANGUARD INDEX EXTENDED MKT -456 -1.1% 0.00 pp 5/15/2026
Add SIMPLIFY MBS ETF +5,000 +29.4% +0.01 pp 5/15/2026
Reduce ORION MARINE GROUP INC -38,420 -19.6% 0.00 pp 5/15/2026
Reduce SANDISK -1,199 -48.2% +0.01 pp 5/15/2026
Reduce ATLANTA BRAVES HOLDINGS INC -18,690 -10.6% 0.00 pp 5/15/2026
Reduce VENTURE GLOBAL -1,000 -3.7% 0.00 pp 5/15/2026
New CLARIVATE PLC +89,030 New 0.00 pp 5/15/2026
Reduce DIEBOLD NIXDORF INC COM SHS -230 -0.7% +0.01 pp 5/15/2026
Reduce WERIDE ADR -25,000 -92.6% 0.00 pp 5/15/2026
Reduce D R HORTON INC COM -447 -2.0% 0.00 pp 5/15/2026
Reduce SNOWFLAKE INC CL A -15 -0.5% 0.00 pp 5/15/2026
Add VANGUARD TOTAL INTL BOND ETF +5,000 +5.7% +0.01 pp 5/15/2026
Reduce PEPSICO INC -3,563 -5.5% +0.01 pp 5/15/2026
Exit MIDDLEFIELD BANC CORP COM -6,157 Exit 0.00 pp 5/15/2026
Add FARMERS NATL BANC CORP COM +16,008 +164.8% 0.00 pp 5/15/2026
Exit TRONOX -50,000 Exit 0.00 pp 5/15/2026
New GERMAN AMERN BANCORP INC COM +4,960 New 0.00 pp 5/15/2026
Add ISHARES TR 0 1 YEAR TIPS BO +3,995 +92.8% 0.00 pp 5/15/2026
Reduce FULGENT GENETICS INC -7,600 -93.8% 0.00 pp 5/15/2026
Add BECTON DICKINSON & CO COM +61 +1.1% 0.00 pp 5/15/2026
Reduce ALTRIA GROUP INC COM -8 0.0% +0.01 pp 5/15/2026
Exit AMTECH SYS INC COM -16,247 Exit 0.00 pp 5/15/2026
Reduce ISHARES TR CORE S&P MCP ETF -2,433 -1.0% +0.01 pp 5/15/2026
Reduce THERMO FISHER SCIENTIFIC INC C -15 -0.7% 0.00 pp 5/15/2026
Reduce VANGUARD WELLESLEY INCOME FUND -3,250 -87.6% 0.00 pp 5/15/2026
Reduce DOLLAR GEN CORP COM -890 -13.1% 0.00 pp 5/15/2026
Exit LKQ 261218C00032500 call -641 Exit 0.00 pp 5/15/2026
Add OMEROS CORPORATION +55,750 +94.1% 0.00 pp 5/15/2026
Reduce MASCO CORP COM -2,721 -27.5% 0.00 pp 5/15/2026
Add SELECT SECTOR SPDR TR TECHNOLO +16 +0.1% 0.00 pp 5/15/2026
Reduce PENNANT GROUP INC COM -340 -0.4% +0.01 pp 5/15/2026
Add INTUITIVE SURGICAL INC COM NEW +112 +4.8% 0.00 pp 5/15/2026
Reduce LAMB WESTON HLDGS INC COM -4,577 -79.3% 0.00 pp 5/15/2026
Reduce BROOKFIELD ASSET MANAGEMENT LT -129 -0.6% 0.00 pp 5/15/2026
Reduce VERIZON COMMUNICATIONS INC -2,820 -8.0% +0.01 pp 5/15/2026
Add UNILEVER PLC SPON ADR +783 +2.8% 0.00 pp 5/15/2026
Reduce VANGUARD RUSSELL 1000 GROWTH -1,219 -27.1% 0.00 pp 5/15/2026
New ACADIA HEALTHCARE COMPANY INC +8,000 New 0.00 pp 5/15/2026
Reduce DOVER CORP COM -1,200 -24.9% 0.00 pp 5/15/2026
Reduce ADAMS EXPRESS CO COM -4,647 -7.9% 0.00 pp 5/15/2026
Add FOSSIL GROUP INC COM +38,300 +110.3% 0.00 pp 5/15/2026
Add FORTITUDE GOLD CORP COM +34,880 +362.2% 0.00 pp 5/15/2026
Reduce LAKELAND INDUSTRIES INC -20,362 -80.1% 0.00 pp 5/15/2026
New MARINE PRODS CORP COM +25,207 New 0.00 pp 5/15/2026
Exit BLACKROCK MUNIVEST FD INC COM -26,395 Exit 0.00 pp 5/15/2026
Exit LKQ 260220C00032500 call -2,359 Exit 0.00 pp 5/15/2026
Reduce SHERWIN WILLIAMS CO -18 0.0% +0.01 pp 5/15/2026
New ROKU INC +1,926 New 0.00 pp 5/15/2026
Reduce VIEMED HEALTHCARE INC COM -24,711 -94.8% 0.00 pp 5/15/2026
Exit IMMERSION CORP COM -26,493 Exit 0.00 pp 5/15/2026
Reduce SPROTT PHYSICAL GOLD AND SILVE -7,900 -7.6% 0.00 pp 5/15/2026
Reduce BRISTOL-MYERS SQUIBB CO -276 -1.0% 0.00 pp 5/15/2026
Reduce TJX COS INC NEW COM -131 -0.4% +0.01 pp 5/15/2026
Add ISHARES TR RUSSELL MIDCAP +1,554 +7.8% 0.00 pp 5/15/2026
Reduce GOLDMAN SACHS GROUP INC -109 -4.8% 0.00 pp 5/15/2026
Reduce JPMORGAN HEDGED EQUITY LADDERE -2,274 -26.1% 0.00 pp 5/15/2026
Add CHENIERE ENERGY INC +500 +205.8% 0.00 pp 5/15/2026
Add URANIUM ENERGY CORP +274 +0.3% 0.00 pp 5/15/2026
Exit CRAWFORD UNITED CORP -2,000 Exit 0.00 pp 5/15/2026
Reduce GENPACT LTD SH -1,666 -16.0% 0.00 pp 5/15/2026
Reduce UNITED PARCEL SERVICE INC CL B -1,353 -3.9% 0.00 pp 5/15/2026
Exit SYNOVUS FINL CORP COM NEW -3,213 Exit 0.00 pp 5/15/2026
Add AMETEK INC NEW COM +605 +19.5% 0.00 pp 5/15/2026
Exit MOUNT LOGAN CAPITAL -19,102 Exit 0.00 pp 5/15/2026
Add AON PLC +71 +1.2% 0.00 pp 5/15/2026
Reduce CSX CORP COM -1,878 -3.9% 0.00 pp 5/15/2026
Reduce TEXAS INSTRS INC -2,184 -16.7% 0.00 pp 5/15/2026
Reduce SPDR GOLD TRUST GOLD SHS -644 -5.1% +0.01 pp 5/15/2026
Exit HACKETT GROUP INC/THE -7,674 Exit 0.00 pp 5/15/2026
New COPPER PROPERTY CTL PASS THR +13,800 New 0.00 pp 5/15/2026
Reduce AMERICAN ELEC PWR INC COM -248 -2.2% 0.00 pp 5/15/2026
Add CASEYS GENERAL STORES INC +10 +1.2% 0.00 pp 5/15/2026
Add TAPESTRY INC +244 +2.9% 0.00 pp 5/15/2026
Add FIRST TR NORTH AMER ENERGY +1,205 +7.4% 0.00 pp 5/15/2026
Add ISHARES TR RUSSELL1000VAL +439 +2.8% +0.01 pp 5/15/2026
Reduce ARES CAP CORP COM -1,966 -4.0% 0.00 pp 5/15/2026
Reduce KRATOS DEFENSE AND SECURITY SO -950 -6.7% 0.00 pp 5/15/2026
Add VANGUARD INTL EQUITY INDEX FDS +1,819 +4.6% +0.01 pp 5/15/2026
Add AT&T INC +916 +3.3% 0.00 pp 5/15/2026
Reduce CROWN CASTLE INTL CORP NEW COM -1,429 -43.4% 0.00 pp 5/15/2026
Add MORGAN STANLEY EMERG COM +30,000 +85.1% 0.00 pp 5/15/2026
Reduce LUXFER HOLDINGS PLC -7,060 -18.0% 0.00 pp 5/15/2026
Add BOEING CO COM +1,011 +29.3% 0.00 pp 5/15/2026
Add PROVIDER REAL ESTATE FUND I LP +137,994 +80.3% 0.00 pp 5/15/2026
Reduce EXPEDITORS INTL WASH INC COM -340 -2.2% 0.00 pp 5/15/2026
Add VANGUARD WORLD FDS INF TECH ET +280 +27.1% 0.00 pp 5/15/2026
Add TPG INC +6,900 +113.1% 0.00 pp 5/15/2026
Add VANGUARD INTERMEDIATE TERM COR +1,724 +29.0% 0.00 pp 5/15/2026
Add ISHARES TR MSCI EMERG MKT +1,875 +13.1% 0.00 pp 5/15/2026
Reduce CONSTELLATION ENERGY CORP -65 -4.1% 0.00 pp 5/15/2026
Reduce CBOE HLDGS INC COM -48 -1.0% 0.00 pp 5/15/2026
Add WAYFAIR INC CL A +1,852 +765.3% 0.00 pp 5/15/2026
Reduce SELECT SECTOR SPDR TR SBI INT- -3,500 -40.3% 0.00 pp 5/15/2026
Add CONSTELLATION BRANDS INC COM C +788 +64.6% 0.00 pp 5/15/2026
Add VIAVI SOLUTIONS INC +3,963 +10710.8% 0.00 pp 5/15/2026
Add ASCENT INDUSTRIES CO +670 +1.4% 0.00 pp 5/15/2026
Reduce VALERO ENERGY CORP NEW COM -22 -1.3% 0.00 pp 5/15/2026
Reduce ISHARES TR DJ US FINL SEC -388 -5.1% 0.00 pp 5/15/2026
Add BOSTON SCIENTIFIC CORP COM +1,421 +21.4% 0.00 pp 5/15/2026
Add ISHARES TR BARCLYS 3-7 YR +1,069 +411.2% 0.00 pp 5/15/2026
Add COUPANG INC +6,669 +21512.9% 0.00 pp 5/15/2026
Reduce RBA 260618C00125000 call -1,343 -87.0% 0.00 pp 5/15/2026
Add ISHARES TR MSCI EAFE INDEX +1,213 +17.1% 0.00 pp 5/15/2026
Reduce JACOBS ENGINEERING GROUP INC -34 -0.1% 0.00 pp 5/15/2026
New PINNACLE FINANCIAL PARTNERS +1,438 New 0.00 pp 5/15/2026
Reduce DEXCOM INC -1,831 -89.5% 0.00 pp 5/15/2026
Add WASTE MGMT INC DEL COM +67 +0.6% 0.00 pp 5/15/2026
Add COREWEAVE CLASS A +1,474 +113.0% 0.00 pp 5/15/2026
Add GOLD RESOURCE CORP COM +92,176 +307.3% 0.00 pp 5/15/2026
Add BROWN FORMAN CORP CL B +4,512 +200.6% 0.00 pp 5/15/2026
New COLD 270115C00015000 call +1,595 New 0.00 pp 5/15/2026
Reduce ISHARES EDGE MSCI USA QUALITY -299 -3.3% 0.00 pp 5/15/2026
Reduce DIAGEO P L C SPON ADR NEW -554 -8.4% 0.00 pp 5/15/2026
Reduce LIBERTY MEDIA CORP FORMULA ONE -935 -32.2% 0.00 pp 5/15/2026
Reduce ISHARES CORE S&P U.S. GROWTH E -429 -10.8% 0.00 pp 5/15/2026
Add BOWMAN CONSULTING GROUP LTD +6,620 +42.6% 0.00 pp 5/15/2026
Reduce BROWN FORMAN -4,512 -66.7% 0.00 pp 5/15/2026
Add ISHARES US TECH BREAKTHROUGH M +2 0.0% 0.00 pp 5/15/2026
Reduce ANALOG DEVICES INC COM -70 -2.4% 0.00 pp 5/15/2026
Reduce VANGUARD FDS SHRT-TERM CORP -1,280 -4.1% 0.00 pp 5/15/2026
Reduce GRAYSCALE ETHEREUM TRUST (ETH) -251 -1.6% 0.00 pp 5/15/2026
Reduce RBA 261218C00120000 call -1,490 -96.6% 0.00 pp 5/15/2026
Reduce ISHARES TR MSCI ACWI ETF -705 -12.7% 0.00 pp 5/15/2026
Reduce GRAYSCALE BITCOIN TRUST (BTC) -81 -1.1% 0.00 pp 5/15/2026
Reduce ENHABIT INC -27,960 -26.8% 0.00 pp 5/15/2026
Add ISHARES CORE MSCI INTERNATIONA +1,357 +197.0% 0.00 pp 5/15/2026
Add PALANTIR TECHNOLOGIES INC +4,610 +25.9% 0.00 pp 5/15/2026
Add JPMORGAN US QUALITY FACTOR ETF +1,855 +719.0% 0.00 pp 5/15/2026
Add APA CORP (US) +1,925 +114.5% 0.00 pp 5/15/2026
Add DFA DIMENSIONAL US CORE EQUITY +1,867 +1.6% 0.00 pp 5/15/2026
Reduce CENCORA INC -29 -0.7% 0.00 pp 5/15/2026
Add GSK PLC +1,600 +43.0% 0.00 pp 5/15/2026
Exit T ROWE PRICE ETF INC PRICE DIV -2,453 Exit 0.00 pp 5/15/2026
Add INTEL CORP +121 +0.8% 0.00 pp 5/15/2026
Reduce SHELL PLC -192 -3.0% 0.00 pp 5/15/2026
New GLD 260417C00410000 call +40 New 0.00 pp 5/15/2026
Exit STONERIDGE INC COM -18,299 Exit 0.00 pp 5/15/2026
Exit SHUTTERSTOCK INC COM -5,512 Exit 0.00 pp 5/15/2026
Reduce DEERE & CO COM -175 -8.4% 0.00 pp 5/15/2026
Add TYLER TECHNOLOGIES INC COM +323 +538.3% 0.00 pp 5/15/2026
Reduce TAIWAN SEMICONDUCTOR SPONSORED -131 -3.0% 0.00 pp 5/15/2026
Add STARBUCKS CORP COM +468 +4.1% 0.00 pp 5/15/2026
Add SOUTHERN CO COM +2 0.0% 0.00 pp 5/15/2026
Add STRYKER CORP +27 +0.6% 0.00 pp 5/15/2026
Add ULTRALIFE BATTERIES COM +10,020 +21.7% 0.00 pp 5/15/2026
Add TWILIO INC +904 +129.1% 0.00 pp 5/15/2026
Reduce COCA COLA CO -1,850 -4.7% 0.00 pp 5/15/2026
Exit OLYMPIC STEEL INC COM -2,370 Exit 0.00 pp 5/15/2026
Reduce US BANCORP DEL COM NEW -922 -2.3% 0.00 pp 5/15/2026
Reduce SPDR PORTFOLIO S&P 500 ETF -1,056 -19.8% 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR INTL EQTY -1,139 -0.6% +0.01 pp 5/15/2026
Reduce DUKE ENERGY CORP NEW COM NEW -179 -2.0% 0.00 pp 5/15/2026
Add GOLDMAN SACHS ETF ACTIVEBETA U +450 +2.1% 0.00 pp 5/15/2026
Exit NN 260116C00015000 call -400 Exit 0.00 pp 5/15/2026
Reduce ISHARES TR DJ US TECH SEC -176 -4.9% 0.00 pp 5/15/2026
New COLD 270115C00012500 call +681 New 0.00 pp 5/15/2026
Reduce LIBERTY GLOBAL LTD. -8,758 -92.6% 0.00 pp 5/15/2026
Add CBRE GROUP INC +27 +0.7% 0.00 pp 5/15/2026
Add VANGUARD TOTAL INTL STOCK INDE +1,040 +11.0% 0.00 pp 5/15/2026
Exit BGSF INC -20,644 Exit 0.00 pp 5/15/2026
Add IDEXX LABS INC COM +6 +0.7% 0.00 pp 5/15/2026
Exit UNITED STATES OIL FUND LP -1,380 Exit 0.00 pp 5/15/2026
Reduce ISHARES FALLEN ANGELS USD BOND -3,050 -15.3% 0.00 pp 5/15/2026
Reduce APPLOVIN CORP -2 -0.6% 0.00 pp 5/15/2026
Exit HERTZ RENT CAR HLDG -17,790 Exit 0.00 pp 5/15/2026
Add VANGUARD MID-CAP ETF +127 +0.3% +0.01 pp 5/15/2026
Add ABERDEEN STD SILVER ETF TR PHY +1,175 +71.8% 0.00 pp 5/15/2026
Exit CARLYLE GROUP INC -1,533 Exit 0.00 pp 5/15/2026
Add SERVICENOW INC COM +1,438 +29.1% 0.00 pp 5/15/2026
Add SCHWAB CHARLES CP NEW COM +633 +2.5% 0.00 pp 5/15/2026
New SOFTBANK GROUP CORP +4,000 New 0.00 pp 5/15/2026
Add TRIMAS CORP COM NEW +1,900 +4.4% 0.00 pp 5/15/2026
New VSTS 261120C00007500 call +480 New 0.00 pp 5/15/2026
Reduce VANGUARD SMALL-CAP ETF -126 -0.4% +0.01 pp 5/15/2026
Reduce RBA 261218C00115000 call -1,445 -93.6% 0.00 pp 5/15/2026
Reduce NEWMONT MINING CORP -131 -1.1% 0.00 pp 5/15/2026
Reduce MSA SAFETY INC COM -600 -20.0% 0.00 pp 5/15/2026
Exit ACCELERANT HOLDINGS CLASS -5,300 Exit 0.00 pp 5/15/2026
Exit SCHWAB INTERMEDIATE TERM US TR -3,404 Exit 0.00 pp 5/15/2026
Add SCHWAB STRATEGIC TR US BROAD M +686 +0.8% 0.00 pp 5/15/2026
Reduce CISCO SYS INC -1,931 -1.7% 0.00 pp 5/15/2026
Reduce WILLSCOT MOBILE MINI HOLDINGS -4,188 -51.7% 0.00 pp 5/15/2026
Reduce FIRST CMNTY CORP S C COM -2,020 -3.4% 0.00 pp 5/15/2026
Exit UNITED STATES NATURAL GAS FUND -6,850 Exit 0.00 pp 5/15/2026
Add VANGUARD WORLD FDS HEALTH CAR +404 +23.9% 0.00 pp 5/15/2026
Reduce ISHARES TR S&P GLO INFRAS -1,442 -61.2% 0.00 pp 5/15/2026
Reduce LIBERTY BROADBAND CORP SER C -1,796 -39.3% 0.00 pp 5/15/2026
Add INSPIRED ENTMT INC COM +29,610 +22.5% 0.00 pp 5/15/2026
Add MP MATERIALS CORP +1,700 +459.5% 0.00 pp 5/15/2026
New GPRE 270115C00017000 call +200 New 0.00 pp 5/15/2026
New EPR PROPERTIES +1,620 New 0.00 pp 5/15/2026
Add AUTODESK INC COM +357 +330.6% 0.00 pp 5/15/2026
Reduce EQUINIX INC -3 -0.8% 0.00 pp 5/15/2026
Add VANECK VECTORS ETF TR GOLD MIN +4 0.0% 0.00 pp 5/15/2026
Add HAMILTON LANE INC-CLASS A +842 +557.6% 0.00 pp 5/15/2026
Reduce CENTURI HOLDINGS INC COM SHS -13,130 -11.3% 0.00 pp 5/15/2026
Exit MORGAN STANLEY PATHWAY FUNDS L -1,438 Exit 0.00 pp 5/15/2026
Add SPDR SERIES TRUST S&P DIVID ET +36 +0.3% 0.00 pp 5/15/2026
Reduce PACCAR INC COM -8,927 -5.6% +0.01 pp 5/15/2026
Add NUSCALE POWER CORP +7,575 +452.2% 0.00 pp 5/15/2026
Reduce COMCAST CORP NEW CL A -306 -0.5% 0.00 pp 5/15/2026
Reduce BLACKSTONE REAL ESTATE INCOME -8,963 -3.9% 0.00 pp 5/15/2026
Add CITIGROUP INC COM NEW +744 +29.6% 0.00 pp 5/15/2026
Add UBS GROUP AG SHS +1,989 +912.4% 0.00 pp 5/15/2026
Exit SPDR INDEX SHS FDS EMERG MKTS -1,617 Exit 0.00 pp 5/15/2026
New XLU 261218C00045000 call +200 New 0.00 pp 5/15/2026
Add ENERGY FUELS INC COM NEW +3,915 +489.4% 0.00 pp 5/15/2026
Add AMERIPRISE FINL INC COM +4 +0.2% 0.00 pp 5/15/2026
Reduce VANGUARD MUN BD FDS TAX-EXEMPT -1,404 -18.3% 0.00 pp 5/15/2026
Add PAYCOM SOFTWARE INC +652 +400.0% 0.00 pp 5/15/2026
Reduce SYNOPSYS INC COM -3 -0.3% 0.00 pp 5/15/2026
Add VANECK VECTORS SEMICONDUCTOR E +8 +0.3% 0.00 pp 5/15/2026
Exit SIMPLIFY DWN INT HDG STR ETF -1,980 Exit 0.00 pp 5/15/2026
New VSTS 260821C00010000 call +1,063 New 0.00 pp 5/15/2026
Add AIRBNB INC +598 +146.9% 0.00 pp 5/15/2026
Reduce ISHARES TR CORE TOTUSBD ETF -377 -0.7% 0.00 pp 5/15/2026
Exit BROWN-FORMAN CORP -2,659 Exit 0.00 pp 5/15/2026
New FIDELITY VALUE FACTOR ETF +1,004 New 0.00 pp 5/15/2026
New SONIDA SENIOR LIVING INC COM +2,161 New 0.00 pp 5/15/2026
New KKR PRIVATE EQUITY CONGLOMERAT +2,021 New 0.00 pp 5/15/2026
Exit EVOLUTION PETE CORP COM -19,385 Exit 0.00 pp 5/15/2026
New PARSONS CORP +1,263 New 0.00 pp 5/15/2026
New NSC 270319P00175000 put +256 New 0.00 pp 5/15/2026
New THORNBURG ETF TR INTL EQUITY E +2,108 New 0.00 pp 5/15/2026
Reduce RGC RES INC -1,660 -1.2% 0.00 pp 5/15/2026
Add COLGATE PALMOLIVE CO COM +101 +1.1% 0.00 pp 5/15/2026
Reduce GENERAL MOTORS CO -149 -1.8% 0.00 pp 5/15/2026
Add CHIPOTLE MEXICAN GRILL INC COM +203 +1.4% 0.00 pp 5/15/2026
Add ROSS STORES INC COM +208 +38.4% 0.00 pp 5/15/2026
Exit GOLD ROYALTY CORP -16,000 Exit 0.00 pp 5/15/2026
Add DOUGLAS EMMETT INC +7,134 +431.6% 0.00 pp 5/15/2026
Add RBA 261218C00125000 call +228 +1900.0% 0.00 pp 5/15/2026
New SUPERIOR UNIFORM GROUP INC +6,305 New 0.00 pp 5/15/2026
Exit CAPITAL GROUP DIVIDEND GROWERS -1,794 Exit 0.00 pp 5/15/2026
Exit DIMENSIONAL US LARGE CAP VALUE -1,850 Exit 0.00 pp 5/15/2026
Reduce RBA 261218C00125000 call -1,303 -84.4% 0.00 pp 5/15/2026
Reduce CENTENE CORP DEL COM -192 -2.9% 0.00 pp 5/15/2026
Add INVESCO BUYBACK ACHIEVERS ETF +600 +10.7% 0.00 pp 5/15/2026
Add VERTEX PHARMACEUTICALS INC COM +151 +16.8% 0.00 pp 5/15/2026
Reduce GLOBAL WATER RESOURCES INC -5,000 -18.9% 0.00 pp 5/15/2026
Reduce MICROSTRATEGY INC CL A NEW -370 -73.0% 0.00 pp 5/15/2026
Add OKLO CLASS A +500 +13.1% 0.00 pp 5/15/2026
Add BROADRIDGE FINL SOLUTIONS INC +507 +134.1% 0.00 pp 5/15/2026
Add AMPLIFY INTL ENCHANCED DIV ETF +1,431 +271.5% 0.00 pp 5/15/2026
Reduce OTIS WORLDWIDE CORPORATION -360 -11.9% 0.00 pp 5/15/2026
Exit CNL HEALTHCARE PPTYS INC COM -8,374 Exit 0.00 pp 5/15/2026
Exit LOVESAC CO/THE -3,869 Exit 0.00 pp 5/15/2026
Add DIGITAL RLTY TR INC +152 +13.1% 0.00 pp 5/15/2026
Reduce MONDELEZ INTL INC CL A -1,384 -23.1% 0.00 pp 5/15/2026
Reduce NASDAQ OMX GROUP INC COM -338 -14.6% 0.00 pp 5/15/2026
Add ASSURANT INC COM +274 +226.4% 0.00 pp 5/15/2026
New UNP 270115C00280000 call +60 New 0.00 pp 5/15/2026
Add FERMI INC COM +12,562 +157.7% 0.00 pp 5/15/2026
Reduce KFA MOUNT LUCAS INDEX STRATEGY -3,715 -17.0% 0.00 pp 5/15/2026
Add PTC INC COM +419 +315.0% 0.00 pp 5/15/2026
Add GENERAL ELECTRIC CO COM NEW +173 +4.0% 0.00 pp 5/15/2026
Add PRUDENTIAL FINL INC COM +704 +79.2% 0.00 pp 5/15/2026
Exit QIAGEN NV SHS NEW -1,209 Exit 0.00 pp 5/15/2026
Reduce SPDR GOLD MINISHARES TRUST -300 -2.7% 0.00 pp 5/15/2026
New COLD 270115P00010000 put +400 New 0.00 pp 5/15/2026
Reduce KILROY REALTY CORPORATION -1,308 -70.2% 0.00 pp 5/15/2026
Add ISHARES TR HIGH YLD CORP +680 +208.0% 0.00 pp 5/15/2026
Add CORE & MAIN INC +1,107 +206.9% 0.00 pp 5/15/2026
Reduce VANGUARD BD INDEX FD INC TOTAL -680 -10.1% 0.00 pp 5/15/2026
New FIRST TR DIV ACHIEVERS TARGET +2,072 New 0.00 pp 5/15/2026
Reduce ARCOSA INC -350 -0.4% 0.00 pp 5/15/2026
New GPRE 270115C00015000 call +105 New 0.00 pp 5/15/2026
Add MADISON SQUARE GARDEN SPORTS C +15 +2.0% 0.00 pp 5/15/2026
Reduce NSC 270319C00320000 call -115 -92.0% 0.00 pp 5/15/2026
Reduce HANOVER INS GROUP INC COM -281 -83.9% 0.00 pp 5/15/2026
Reduce ACUITY BRANDS INC COM -114 -45.8% 0.00 pp 5/15/2026
Reduce HIGHWOODS PPTYS INC COM -1,941 -85.4% 0.00 pp 5/15/2026
Reduce INVESCO S&P MIDCAP MOMENTUM ET -121 -1.1% 0.00 pp 5/15/2026
Reduce PNC FINL SVCS GROUP INC COM -219 -2.4% 0.00 pp 5/15/2026
Add LOWES COS INC COM +179 +0.9% 0.00 pp 5/15/2026
Reduce FREEPORT-MCMORAN COPPER & GOLD -45 -0.7% 0.00 pp 5/15/2026
Add FREEDOM HLDG CORP NEV COM +344 +839.0% 0.00 pp 5/15/2026
Add BP PLC SPONSORED ADR +1 0.0% 0.00 pp 5/15/2026
Reduce SCHWAB MORTAGE BACKED SECURITY -1,925 -53.6% 0.00 pp 5/15/2026
Add ISHARES BITCOIN TRUST +17 +0.4% 0.00 pp 5/15/2026
Reduce ISHARES TR ESG MSCI USA -134 -3.4% 0.00 pp 5/15/2026
Add EASTERN CO COM +551 +0.8% 0.00 pp 5/15/2026
Add EMCOR GROUP INC COM +64 +457.1% 0.00 pp 5/15/2026
New INVESCO INTERNATIONAL CORPORAT +2,117 New 0.00 pp 5/15/2026
Reduce PARK HOTELS & RESORTS INC COM -4,695 -59.9% 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR 5 10YR COR -2,100 -49.4% 0.00 pp 5/15/2026
Reduce ASSURED GUARANTY LTD COM -534 -85.6% 0.00 pp 5/15/2026
Reduce ISHARES U S ETF TR SHORT MTY -905 -9.3% 0.00 pp 5/15/2026
Reduce KROGER CO COM -24 -0.5% 0.00 pp 5/15/2026
Reduce NSC 270319C00310000 call -115 -92.0% 0.00 pp 5/15/2026
Reduce OLD REPUBLIC INTERNATIONAL COR -878 -38.5% 0.00 pp 5/15/2026
Add METTLER TOLEDO INTL COM +41 +141.4% 0.00 pp 5/15/2026
New UNP 270319C00250000 call +20 New 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR MUN BD ETF -1,782 -23.6% 0.00 pp 5/15/2026
Add CACI INTL INC CL A +85 +75.2% 0.00 pp 5/15/2026
Add BRIDGEWATER BANCSHARES INC +410 +0.2% 0.00 pp 5/15/2026
Add AVANTIS INTL LARGE CAP VALUE +601 +115.6% 0.00 pp 5/15/2026
Reduce KENVUE INC COM -2,680 -10.3% 0.00 pp 5/15/2026
Reduce ALLIANCEBERNSTEIN HOLDING -1,000 -12.0% 0.00 pp 5/15/2026
Reduce CVS HEALTH CORP COM -39 -0.7% 0.00 pp 5/15/2026
Reduce FLOWERS FOODS INC COM -4,017 -84.7% 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR US AGGREGA -1,413 -1.7% 0.00 pp 5/15/2026
Add TE CONNECTIVITY PLC +234 +128.6% 0.00 pp 5/15/2026
Add MFS ACTIVE INTERNATIONAL ETF +1,630 +38.8% 0.00 pp 5/15/2026
Exit RLI CORP COM -709 Exit 0.00 pp 5/15/2026
Exit AMDOCS LTD ORD -562 Exit 0.00 pp 5/15/2026
Add ROCKET COMPANIES INC +3,297 +898.4% 0.00 pp 5/15/2026
Add CF INDS HLDGS INC COM +160 +34.9% 0.00 pp 5/15/2026
Reduce CADIZ INC -2,160 -4.4% 0.00 pp 5/15/2026
Add TOPBUILD CORP COM +154 +108.5% 0.00 pp 5/15/2026
Add COLUMBIA BKG SYS INC COM +1,638 +325.0% 0.00 pp 5/15/2026
Add STERIS PLC +16 +1.1% 0.00 pp 5/15/2026
Add NUVEEN INTER DURATION MUN +4,165 +720.6% 0.00 pp 5/15/2026
Add HUNTINGTON BANCSHARES INC COM +5,000 +6.9% 0.00 pp 5/15/2026
Reduce FREIGHTOS LTD ORD -18,952 -94.3% 0.00 pp 5/15/2026
Reduce SCHWAB FUNDAMENTAL US SMALL CO -1,467 -36.0% 0.00 pp 5/15/2026
Add SYNCHRONY FINL COM +678 +455.0% 0.00 pp 5/15/2026
Reduce WELLTOWER INC REIT -245 -3.2% 0.00 pp 5/15/2026
Add SPECIAL OPPORTUNITIES FD INC C +4,417 +23.9% 0.00 pp 5/15/2026
Add SCHWAB FUNDAMENTAL US LARGE CO +1,358 +15.4% 0.00 pp 5/15/2026
Add SM ENERGY CO +1,336 +1336.0% 0.00 pp 5/15/2026
Reduce PGIM ULTRA SHORT BOND ETF -863 -72.4% 0.00 pp 5/15/2026
Add GLOBAL X AI TECH FUND +260 +2.0% 0.00 pp 5/15/2026
Reduce KEYCORP NEW COM -37 -0.1% 0.00 pp 5/15/2026
Add SELECT SECTOR SPDR TR SBI INT- +4 +0.1% 0.00 pp 5/15/2026
Add ROBINHOOD MKTS INC COM CL A +251 +18.6% 0.00 pp 5/15/2026
Add CREDO TECHNOLOGY GROUP HOLDING +464 +1288.9% 0.00 pp 5/15/2026
Exit BIOMARIN PHARMACEUTICAL COM US -702 Exit 0.00 pp 5/15/2026
Add ISHARES TR S&P NATL MUN B +400 +42.9% 0.00 pp 5/15/2026
New NEBIUS GROUP N V COM +400 New 0.00 pp 5/15/2026
Reduce ENERGY TRANSFER LP -8,943 -19.2% 0.00 pp 5/15/2026
Add VANGUARD RUSSELL 2000 +385 +8.9% 0.00 pp 5/15/2026
Add VANECK VECTORS ETF TR JR GOLD +2 0.0% 0.00 pp 5/15/2026
Reduce BLACK STONE MINERALS L P COM -7,190 -19.5% 0.00 pp 5/15/2026
Add VOYA FINL INC COM +52 +0.7% 0.00 pp 5/15/2026
Add NOVARTIS A G SPONSORED ADR +49 +2.2% 0.00 pp 5/15/2026
Reduce ISHARES TRT IS 5 10 INV GR CR -668 -8.7% 0.00 pp 5/15/2026
Reduce OP BANCORP COM -1,010 -3.1% 0.00 pp 5/15/2026
Add JABIL CIRCUIT INC COM +24 +2.7% 0.00 pp 5/15/2026
Reduce MERIDIAN BANK -1,790 -3.3% 0.00 pp 5/15/2026
New ELF BEAUTY INC +664 New 0.00 pp 5/15/2026
New VSTS 261120C00010000 call +410 New 0.00 pp 5/15/2026
Exit HAYWARD HOLDINGS INC -2,581 Exit 0.00 pp 5/15/2026
New CLOROX CO DEL COM +384 New 0.00 pp 5/15/2026
Add RBA 261218C00115000 call +86 +716.7% 0.00 pp 5/15/2026
Add ALLISON TRANSMISSION HLDGS +126 +9.7% 0.00 pp 5/15/2026
Reduce NEXSTAR BROADCASTING -25 -1.6% 0.00 pp 5/15/2026
Add TRANSUNION +658 +180.3% 0.00 pp 5/15/2026
New FIRST SOLAR INC COM +200 New 0.00 pp 5/15/2026
Add ADVANCED MICRO DEVICES COM +557 +8.1% 0.00 pp 5/15/2026
Add ZEBRA TECHNOLOGIES CP CL A +307 +41.0% 0.00 pp 5/15/2026
Exit WENDYS CO COM -4,670 Exit 0.00 pp 5/15/2026
Reduce REGIONAL BRANDS INC COM NEW -25,925 -4.8% 0.00 pp 5/15/2026
Add UAL CORP COM +548 +93.5% 0.00 pp 5/15/2026
New SILICON GRAPHICS INTL CORP COM +524 New 0.00 pp 5/15/2026
Reduce MORNINGSTAR INC COM -168 -79.2% 0.00 pp 5/15/2026
Add MARKETAXESS HLDGS INC COM +662 +15.3% 0.00 pp 5/15/2026
New BLOOM ENERGY CORP +285 New 0.00 pp 5/15/2026
New UNP 270319C00260000 call +20 New 0.00 pp 5/15/2026
Add RH COM +280 +1400.0% 0.00 pp 5/15/2026
Exit LITHIA MOTORS INC -115 Exit 0.00 pp 5/15/2026
Reduce ROBERT HALF INTL INC COM -1,370 -71.8% 0.00 pp 5/15/2026
Add LIBERTY LIVE HOLDINGS +204 +10.6% 0.00 pp 5/15/2026
Add KNIGHT SWIFT TRANSPORTATION +395 +14.1% 0.00 pp 5/15/2026
Exit DASSAULT SYS S A SPONSORED ADR -1,333 Exit 0.00 pp 5/15/2026
Exit AUTONATION INC COM -180 Exit 0.00 pp 5/15/2026
Reduce HDFC BANK LTD ADR REPS 3 SHS -766 -50.4% 0.00 pp 5/15/2026
Reduce REYNOLDS CONSUMER PRODUCTS INC -1,568 -79.2% 0.00 pp 5/15/2026
Reduce HILTON GRAND VACATIONS INC COM -300 -6.8% 0.00 pp 5/15/2026
Add JP MORGAN EM LOCAL CURRENCY +1,453 +282.1% 0.00 pp 5/15/2026
Add BIO TECHNE CORPORATION +725 +236.9% 0.00 pp 5/15/2026
Add VALMONT INDS INC COM +90 +42.7% 0.00 pp 5/15/2026
Add RBA 261218C00125000 call +40 +20.0% 0.00 pp 5/15/2026
Exit CYBERARK SOFTWARE LTD SHS -79 Exit 0.00 pp 5/15/2026
Reduce LEIDOS HLDGS INC -16 -1.2% 0.00 pp 5/15/2026
Add APPLIED DIGITAL CORP COM +1,500 +250.0% 0.00 pp 5/15/2026
Add ULTA SALON COSM & FRAG COM +77 +114.9% 0.00 pp 5/15/2026
Add GARMIN LTD SHS +128 +74.4% 0.00 pp 5/15/2026
Reduce MCCORMICK AND CO -238 -18.5% 0.00 pp 5/15/2026
Reduce MCKESSON CORP COM -494 -4.8% +0.01 pp 5/15/2026
Reduce TENCENT HLDGS LTD ADR -305 -27.5% 0.00 pp 5/15/2026
New VSTS 261120P00005000 put +800 New 0.00 pp 5/15/2026
Reduce BRIGHT HORIZONS FAMILY SOLUTIO -327 -89.1% 0.00 pp 5/15/2026
Exit COMERICA INC COM -389 Exit 0.00 pp 5/15/2026
Reduce MANPOWER INC COM -1,131 -87.7% 0.00 pp 5/15/2026
Exit SCHWAB STRATEGIC TR HIGH YIELD -1,266 Exit 0.00 pp 5/15/2026
Add SCHWAB FUNDAMENTAL INTL LARGE +375 +9.3% 0.00 pp 5/15/2026
Add SAREPTA THERAPEUTICS INC +1,497 +53.1% 0.00 pp 5/15/2026
Add PACER US CASH COWS 100 ETF +50 +0.4% 0.00 pp 5/15/2026
Add TELEDYNE TECHNOLOGIES INC COM +7 +2.3% 0.00 pp 5/15/2026
Add DOORDASH INC +263 +289.0% 0.00 pp 5/15/2026
Add FIDELITY NATL FINL INC +960 +65.6% 0.00 pp 5/15/2026
Add FISERV INC COM +665 +159.9% 0.00 pp 5/15/2026
Reduce LINCOLN NATL CORP IND COM -491 -29.8% 0.00 pp 5/15/2026
New NN 270115P00012000 put +108 New 0.00 pp 5/15/2026
Reduce KEMPER CORPORATION -767 -90.3% 0.00 pp 5/15/2026
Add LABCORP HOLDINGS +95 +23.1% 0.00 pp 5/15/2026
Add REVVITY INC COM +388 +151.0% 0.00 pp 5/15/2026
Reduce HUMANA INC COM -38 -12.6% 0.00 pp 5/15/2026
Add VANGUARD WHITEHALL INTL HIGH D +2 0.0% 0.00 pp 5/15/2026
Add ESTEE LAUDER COMPANIES INC +146 +11.5% 0.00 pp 5/15/2026
Reduce RAYTHEON TECHNOLOGIES CORPORAT -5,091 -5.1% +0.01 pp 5/15/2026
Exit INGRAM MICRO -1,449 Exit 0.00 pp 5/15/2026
New SABLE OFFSHORE +1,871 New 0.00 pp 5/15/2026
Add POST HLDGS INC COM +313 +94.0% 0.00 pp 5/15/2026
Exit ONEMAIN HOLDINGS INC -457 Exit 0.00 pp 5/15/2026
Add SPOTIFY TECHNOLOGY SA +68 +309.1% 0.00 pp 5/15/2026
Reduce ARTESIAN RESOURCES CORP-CL A -1,000 -20.0% 0.00 pp 5/15/2026
Add SOUTHERN COPPER CORP COM +8 +0.8% 0.00 pp 5/15/2026
Add CARIS LIFE SCIENCES INC COM +1,778 +1226.2% 0.00 pp 5/15/2026
Reduce ISHARES RUSSELL TOP 200 GRW ET -109 -92.4% 0.00 pp 5/15/2026
Reduce WESBANCO INC COM -1,600 -7.9% 0.00 pp 5/15/2026
Add PRIMERICA INC +124 +72.1% 0.00 pp 5/15/2026
Add VANGUARD SCOTTSDALE FDS INTER +507 +34.7% 0.00 pp 5/15/2026
Add VANGUARD MALVERN FDS MULTI SEC +604 +27.3% 0.00 pp 5/15/2026
Reduce DOMINOS PIZZA INC COM -54 -31.6% 0.00 pp 5/15/2026
Add ACUSHNET HLDGS CORP +75 +4.6% 0.00 pp 5/15/2026
Reduce NVR INC COM -2 -8.7% 0.00 pp 5/15/2026
Add CURTISS WRIGHT CORP COM +15 +10.3% 0.00 pp 5/15/2026
Add CONSOLIDATED EDISON INC COM +148 +16.6% 0.00 pp 5/15/2026
New FTAI AVIATION LTD +118 New 0.00 pp 5/15/2026
Add AMERICAN INTL GROUP INC COM NE +582 +40.3% 0.00 pp 5/15/2026
Add FIFTH THIRD BANCORP +725 +5.3% 0.00 pp 5/15/2026
Add ROYAL OAK REALTYTRUST INC +131 +0.3% 0.00 pp 5/15/2026
Add ARCHROCK +250 +11.0% 0.00 pp 5/15/2026
Add ELEVANCE HEALTH INC +150 +56.8% 0.00 pp 5/15/2026
Reduce MGIC INVT CORP WIS COM -958 -85.4% 0.00 pp 5/15/2026
Reduce SAP SE SPON ADR -70 -30.6% 0.00 pp 5/15/2026
Add WEST COAST COMMUNITY BANCORP C +170 +2.9% 0.00 pp 5/15/2026
Add AMPLIFY CYBERSECURITY ETF +390 +210.8% 0.00 pp 5/15/2026
Reduce DTE ENERGY CO COM -362 -25.3% 0.00 pp 5/15/2026
Add TOTALENERGIES SE +218 +68.8% 0.00 pp 5/15/2026
New VANECK ETF TR VANECK REAL ASSE +684 New 0.00 pp 5/15/2026
New BLUE OWL REAL ESTATE NET LEASE +2,609 New 0.00 pp 5/15/2026
Reduce MARSH COMMON STOCK -69 -5.3% 0.00 pp 5/15/2026
Reduce SONOCO PRODS CO COM -5,201 -17.6% 0.00 pp 5/15/2026
Reduce AXALTA COATING SYSTEMS -813 -76.7% 0.00 pp 5/15/2026
Add HARTFORD FINL SVCS GROUP INC C +227 +17.2% 0.00 pp 5/15/2026
New CIRCLE INTERNET GROUP +286 New 0.00 pp 5/15/2026
Add WESCO INTL INC COM +79 +42.7% 0.00 pp 5/15/2026
New PROCURE SPACE ETF +600 New 0.00 pp 5/15/2026
Add ISHARES SHORT TERM CORPORATE B +555 +7.3% 0.00 pp 5/15/2026
Reduce PAYPAL HLDGS INC -157 -10.6% 0.00 pp 5/15/2026
Exit BARCALYS SP500 SHORT TERM VIX -1,000 Exit 0.00 pp 5/15/2026
Reduce EQUITY RESIDENTIAL SH BEN INT -400 -58.7% 0.00 pp 5/15/2026
Add HILTON WORLDWIDE HLDGS INC +34 +3.6% 0.00 pp 5/15/2026
Add ONTO INNOVATION INC COM +126 +1400.0% 0.00 pp 5/15/2026
Add FORTINET INC COM +291 +28.7% 0.00 pp 5/15/2026
New REVOLUTION MEDICINES INC +268 New 0.00 pp 5/15/2026
Add SPDR S&P AEROSPACE & DEFENSE E +41 +3.3% 0.00 pp 5/15/2026
Reduce PERRIGO CO PLC SHS -1,797 -85.2% 0.00 pp 5/15/2026
Add PINNACLE WEST CAPITAL CORP +94 +6.9% 0.00 pp 5/15/2026
Add ATMOS ENERGY CORP COM +44 +4.2% 0.00 pp 5/15/2026
New WBD 260417C00029000 call +10,324 New 0.00 pp 5/15/2026
Add DFA DIMENSIONAL CORE FIXED INC +1,116 +1.8% 0.00 pp 5/15/2026
Exit SERIES PORTFOLIOS TRUST ADAPTI -600 Exit 0.00 pp 5/15/2026
Exit BLUE OWL CAPITAL INC -1,717 Exit 0.00 pp 5/15/2026
Add VANGUARD S&P SMALL CAP 600 IND +184 +15.8% 0.00 pp 5/15/2026
Add COPART INC COM +855 +182.3% 0.00 pp 5/15/2026
Reduce ASHLAND GLOBAL HLDGS INC -420 -58.3% 0.00 pp 5/15/2026
Add ADVANCED DRAINAGE SYSTEMS INC +200 +81.0% 0.00 pp 5/15/2026
Exit CONTEMPORARY AMPEREX TECH -1,577 Exit 0.00 pp 5/15/2026
New ALPHA ARCHITECT TAIL RISK ETF +280 New 0.00 pp 5/15/2026
Add OGE ENERGY CORP +379 +27.6% 0.00 pp 5/15/2026
New UNP 270115C00270000 call +20 New 0.00 pp 5/15/2026
Exit CIVITAS RESOURCES INC -922 Exit 0.00 pp 5/15/2026
Add INVESCO S&P 500 EQL WEIGHT HEA +841 +305.8% 0.00 pp 5/15/2026
Add HSBC HLDGS PLC SPON ADR NEW +295 +203.4% 0.00 pp 5/15/2026
Exit GRAPHIC PACKAGING HLDG CO COM -1,650 Exit 0.00 pp 5/15/2026
Reduce MOLSON COORS BREWING CL B -504 -58.5% 0.00 pp 5/15/2026
Add BLUE OWL CAPITAL CORPORATION C +740 +3.1% 0.00 pp 5/15/2026
Add MITSUI & CO LTD ADR +9 +9.6% 0.00 pp 5/15/2026
New UNP 270319C00280000 call +20 New 0.00 pp 5/15/2026
Exit RITHM CAPITAL CORP -2,244 Exit 0.00 pp 5/15/2026
Reduce DFA DIMENSIONAL US MARKETWIDE -361 -1.6% 0.00 pp 5/15/2026
Add MITSUBISHI UFJ FINANCIAL GROUP +1,343 +99.5% 0.00 pp 5/15/2026
Reduce ICICI BK LTD ADR -94 -1.7% 0.00 pp 5/15/2026
New BOSTON BEER INC CL A +105 New 0.00 pp 5/15/2026
New AMPLIFY ETF TR AMPLIFY BLUESTA +420 New 0.00 pp 5/15/2026
Reduce SYSCO CORP -252 -9.6% 0.00 pp 5/15/2026
Add GRAND CANYON ED INC COM +136 +55.3% 0.00 pp 5/15/2026
Add GLOBAL X ROBOTICS ETF +751 +224.2% 0.00 pp 5/15/2026
Add INVESCO EXCHANGE TRADED FD TR +170 +96.6% 0.00 pp 5/15/2026
Exit SOTERA HEALTH CO -1,343 Exit 0.00 pp 5/15/2026
Add HAMILTON LANE PRIVATE ASSETS F +582 +1.5% 0.00 pp 5/15/2026
Exit INVESCO PREFERRED ETF -2,104 Exit 0.00 pp 5/15/2026
Add RANGE NUCLEAR RENAISSANCE ETF +350 +140.0% 0.00 pp 5/15/2026
New FIRST TRUST GLOBAL TACTICAL CO +821 New 0.00 pp 5/15/2026
Add BOOZ ALLEN HAMILTON HOLDING CO +303 +2525.0% 0.00 pp 5/15/2026
Add JOHNSON CTLS INTL PLC +53 +3.6% 0.00 pp 5/15/2026
New WISDOMTREE EUROPE DEFENSE FD E +759 New 0.00 pp 5/15/2026
Add GE HEALTHCARE TECHNOLOGIES INC +31 +1.3% 0.00 pp 5/15/2026
Add FIVE BELOW INC COM +81 +69.2% 0.00 pp 5/15/2026
Exit HELEN OF TROY LT -1,090 Exit 0.00 pp 5/15/2026
Reduce WILLIS TOWERS WATSON -63 -49.6% 0.00 pp 5/15/2026
New INVESCO SENIOR LOAN ETF +1,126 New 0.00 pp 5/15/2026
Reduce PHILIP MORRIS INTL INC COM -66 -1.0% 0.00 pp 5/15/2026
Add NUTRIEN LTD +120 +11.9% 0.00 pp 5/15/2026
Reduce ESAB CORPORATION COM -183 -53.2% 0.00 pp 5/15/2026
Add GRAINGER W W INC COM +5 +2.3% 0.00 pp 5/15/2026
Reduce DAVITA INC COM -219 -81.1% 0.00 pp 5/15/2026
New UNP 270115C00290000 call +30 New 0.00 pp 5/15/2026
New ARK FINTECH INNOVATION ETF +600 New 0.00 pp 5/15/2026
Add NATIONAL RETAIL PROPERTIES INC +464 +33.7% 0.00 pp 5/15/2026
Add EXPEDIA INC +203 +44.0% 0.00 pp 5/15/2026
Reduce HIREQUEST INC -890 -3.4% 0.00 pp 5/15/2026
Reduce VAIL RESORTS INC COM -170 -89.5% 0.00 pp 5/15/2026
Exit DXC TECHNOLOGY CO COM -1,535 Exit 0.00 pp 5/15/2026
New PROSHARES TR BITCOIN STRATE +2,400 New 0.00 pp 5/15/2026
Reduce SCHNEIDER NATIONAL INC -839 -69.3% 0.00 pp 5/15/2026
Reduce BIRKENSTOCK HOLDINGS -509 -67.1% 0.00 pp 5/15/2026
Add ZIONS BANCORPORATION COM +390 +76.9% 0.00 pp 5/15/2026
Reduce FIRST HORIZON NATL CORP COM -840 -33.9% 0.00 pp 5/15/2026
Exit SPORTSMANS WAREHOUSE HOLDING -15,000 Exit 0.00 pp 5/15/2026
Reduce BUILDERS FIRSTSOURCE INC -211 -97.7% 0.00 pp 5/15/2026
Add INVESCO S&P 500 LOW VOLATILITY +1 0.0% 0.00 pp 5/15/2026
Reduce JPMORGAN EQUITY PREMIUM INCOME -6 0.0% 0.00 pp 5/15/2026
Add ENI S P A SPONSORED ADR +322 +181.9% 0.00 pp 5/15/2026
Add ARROW ELECTRS INC COM +72 +21.7% 0.00 pp 5/15/2026
New GLOBAL X URANIUM ETF +441 New 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR US TIPS ET -849 -8.1% 0.00 pp 5/15/2026
Add NORWEGIAN CRUISE LINE +1,182 +523.0% 0.00 pp 5/15/2026
Add STANDARDAERO +935 +90.4% 0.00 pp 5/15/2026
Add ANTERO MIDSTREAM CORPORATION +100 +2.7% 0.00 pp 5/15/2026
Reduce MICROCHIP TECHNOLOGY INC -533 -3.5% 0.00 pp 5/15/2026
Reduce BOSTON PROPERTIES INC COM -307 -95.0% 0.00 pp 5/15/2026
Reduce WHIRLPOOL CORP COM -214 -41.6% 0.00 pp 5/15/2026
Add OMEGA HEALTHCARE INVS COM +498 +28.2% 0.00 pp 5/15/2026
Add EDWARDS LIFESCIENCES CORP +282 +83.2% 0.00 pp 5/15/2026
Add INTERACTIVE BROKERS GROUP INC +297 +98.7% 0.00 pp 5/15/2026
Reduce ADYEN NV -1,255 -93.0% 0.00 pp 5/15/2026
Add BLOCK INC CL A +375 +93.8% 0.00 pp 5/15/2026
Reduce ZOMEDICA CORP COM NPV -216,390 -72.1% 0.00 pp 5/15/2026
Reduce BIO RAD LABS INC CL A -66 -75.9% 0.00 pp 5/15/2026
Add WHEATON PRECIOUS METALS CORP +41 +3.7% 0.00 pp 5/15/2026
Add 10X GENOMICS INC +713 +66.0% 0.00 pp 5/15/2026
Reduce WEYERHAEUSER CO -582 -1.2% 0.00 pp 5/15/2026
Reduce EVERCORE PARTNERS -57 -71.3% 0.00 pp 5/15/2026
Add ISHARES TR S&P500 GRW +9,527 +9.1% +0.01 pp 5/15/2026
Add IDEX CORP COM +56 +6.8% 0.00 pp 5/15/2026
New VANGUARD SHORT-TERM TAX-EXEMPT +200 New 0.00 pp 5/15/2026
Exit DRIVEN BRANDS HOLDINGS INC -1,362 Exit 0.00 pp 5/15/2026
Add CITIZENS FINL GROUP +225 +5.3% 0.00 pp 5/15/2026
Add QXO +1,031 +192.0% 0.00 pp 5/15/2026
Exit CAMPBELL SOUP CO COM -718 Exit 0.00 pp 5/15/2026
Add FREEDOM 100 EMERGING MARKETS +157 +4.7% 0.00 pp 5/15/2026
Reduce PARKER HANNIFIN CORP COM -182 -1.6% +0.01 pp 5/15/2026
Reduce ALIBABA GRP SHS -122 -58.4% 0.00 pp 5/15/2026
Reduce INVESCO WATER RESOURCES ETF -150 -5.5% 0.00 pp 5/15/2026
Reduce VANGUARD INDEX FDS MCAP VL IDX -90 -1.7% 0.00 pp 5/15/2026
Exit TEGNA INC COM SHS -1,000 Exit 0.00 pp 5/15/2026
Add OMNICOM GROUP INC COM +274 +119.1% 0.00 pp 5/15/2026
Reduce ISHARES TREASURY FLOATING RATE -389 -19.0% 0.00 pp 5/15/2026
Add ASTERA LABS +225 +236.8% 0.00 pp 5/15/2026
Add BIOGEN IDEC INC COM +100 +80.6% 0.00 pp 5/15/2026
Add JAMES HARDIE INDS PLC SPONSORE +1,079 +162.5% 0.00 pp 5/15/2026
Add INGREDION INC COM +163 +45.4% 0.00 pp 5/15/2026
Add TEXTRON INC COM +205 +7.3% 0.00 pp 5/15/2026
Add WOODWARD INC +25 +13.9% 0.00 pp 5/15/2026
Reduce SONY GROUP CORP -320 -12.9% 0.00 pp 5/15/2026
Reduce FOMENTO ECO MEX S A B SPON ADR -204 -53.1% 0.00 pp 5/15/2026
Reduce NUVEEN TAX FREE ADV MN COM -1,211 -9.3% 0.00 pp 5/15/2026
Add DIMENSIONAL WORLD EX U S CORE +225 +2.5% 0.00 pp 5/15/2026
Add CUMMINS INC COM +16 +4.4% 0.00 pp 5/15/2026
Add SERITAGE GROWTH PPTYS +33,750 +19.5% 0.00 pp 5/15/2026
Add KEYSIGHT TECHNOLOGIES INC +31 +25.2% 0.00 pp 5/15/2026
New SPDR BLOOMBERG CONVERTIBLE SEC +202 New 0.00 pp 5/15/2026
Add FASTENAL CO COM +176 +10.7% 0.00 pp 5/15/2026
Add PILGRIMS PRIDE CORP +493 +349.6% 0.00 pp 5/15/2026
Reduce ISHARES RUSSELL 3000 VALUE IND -179 -41.2% 0.00 pp 5/15/2026
Add LUCID GROUP INC +1,931 +193100.0% 0.00 pp 5/15/2026
Reduce COSTAR GROUP INC COM -175 -41.8% 0.00 pp 5/15/2026
Reduce NU HOLDINGS LTD -286 -4.8% 0.00 pp 5/15/2026
New OXY 270115C00050000 call +10 New 0.00 pp 5/15/2026
Reduce BROWN & BROWN INC COM -185 -43.3% 0.00 pp 5/15/2026
Add JANUS HENDERSON GROUP PLC +264 +21.5% 0.00 pp 5/15/2026
Add ISHARES CORE S&P US VALUE ETF +179 +70.2% 0.00 pp 5/15/2026
Add GENERAL MLS INC COM +729 +75.9% 0.00 pp 5/15/2026
Add EBAY INC COM +182 +45.6% 0.00 pp 5/15/2026
Add COGNEX CORPORATION +153 +18.8% 0.00 pp 5/15/2026
Reduce BEST BUY COMPANY INC -263 -63.2% 0.00 pp 5/15/2026
Add FIRST TR IPOX INDEX FD SHS +300 +4.8% 0.00 pp 5/15/2026
Add WOODSIDE ENERGY GROUP LTD +720 +757.9% 0.00 pp 5/15/2026
Add CIRRUS LOGIC INC COM +112 +167.2% 0.00 pp 5/15/2026
Reduce ALASKA AIR GROUP INC COM -350 -94.6% 0.00 pp 5/15/2026
Exit ICU MED INC COM -124 Exit 0.00 pp 5/15/2026
Reduce SLM CORPORATION -633 -86.7% 0.00 pp 5/15/2026
Exit ADVANTAGE SOLUTIONS INC COM CL -20,000 Exit 0.00 pp 5/15/2026
Add OKTA INC +269 +58.2% 0.00 pp 5/15/2026
Add SOFI TECHNOLOGIES INC +1,773 +171.8% 0.00 pp 5/15/2026
Reduce UNITED THERAPEUTICS CORP DEL -38 -79.2% 0.00 pp 5/15/2026
Reduce GLOBAL X US INFRASTRUCTURE DEV -1,135 -8.5% 0.00 pp 5/15/2026
Add CURBLINE PPTYS CORP COM +672 +3952.9% 0.00 pp 5/15/2026
Add HEALTHPEAK PROPERTIES +1,020 +58.2% 0.00 pp 5/15/2026
Add ICAHN ENTERPRISES +2,300 +29.5% 0.00 pp 5/15/2026
Add ISHARES INC MSCI JAPAN ETF +137 +8.9% 0.00 pp 5/15/2026
Add TENET HEALTHCARE CORP COM +96 +109.1% 0.00 pp 5/15/2026
Reduce RBA 261218C00120000 call -147 -73.5% 0.00 pp 5/15/2026
Add SUMITOMO MITSUI FINL GROUP INC +861 +265.7% 0.00 pp 5/15/2026
Add DOLLAR TREE STORES COM +177 +104.7% 0.00 pp 5/15/2026
Add ISHARES INC MSCI S KOREA +135 +750.0% 0.00 pp 5/15/2026
Exit LOAR HOLDINGS -250 Exit 0.00 pp 5/15/2026
Reduce COMPASS GROUP PLC SPONSORED AD -511 -77.5% 0.00 pp 5/15/2026
Reduce FEDERAL REALTY INVESTMENT TRUS -175 -58.1% 0.00 pp 5/15/2026
Exit LKQ 260220C00035000 call -423 Exit 0.00 pp 5/15/2026
Add PAYCHEX INC +240 +89.9% 0.00 pp 5/15/2026
Reduce UNIVERSAL HLTH SVCS CL B -63 -45.0% 0.00 pp 5/15/2026
Add DELTA AIR LINES DEL COM NEW +186 +1.9% 0.00 pp 5/15/2026
Reduce VANGUARD RUSSELL 1000 VALUE ET -190 -23.8% 0.00 pp 5/15/2026
Add VERALTO CORP COM +20 +1.2% 0.00 pp 5/15/2026
Reduce ISHARES TR IBOXX INV CPBD -135 -8.7% 0.00 pp 5/15/2026
Add ROYAL BK CDA MONTREAL COM +154 +15.8% 0.00 pp 5/15/2026
Add IONQ INC +2,350 +44.7% 0.00 pp 5/15/2026
Add SOLVENTUM CORP COM SHS +465 +46.9% 0.00 pp 5/15/2026
Add SCHWAB STRATEGIC TR US SML CAP +417 +5.7% 0.00 pp 5/15/2026
Exit MORGAN STANLEY PATHWAY FUNDS S -326 Exit 0.00 pp 5/15/2026
Add EASTGROUP PPTYS INC COM +80 +33.5% 0.00 pp 5/15/2026
Reduce GENMAB AS SPON ADS EACH REP -519 -81.3% 0.00 pp 5/15/2026
New ITT INC COM +86 New 0.00 pp 5/15/2026
Add TAKE-TWO INTERACTIVE COM +142 +70.3% 0.00 pp 5/15/2026
Add TOYOTA MOTOR CORP SP ADR REP2C +87 +38.2% 0.00 pp 5/15/2026
Exit COCA-COLA CONSOLIDATED INC -105 Exit 0.00 pp 5/15/2026
Add KLA-TENCOR CORP COM +2 +4.0% 0.00 pp 5/15/2026
Add SENSATA TECHNOLOGIES H SHS +372 +24.6% 0.00 pp 5/15/2026
Add CARPENTER TECHNOLOGY COM +25 +32.5% 0.00 pp 5/15/2026
Add AMPHENOL CORP NEW CL A +17 +0.8% 0.00 pp 5/15/2026
Add PVH CORP COM +222 +179.0% 0.00 pp 5/15/2026
Reduce EMERSON ELEC CO COM -49 -0.9% 0.00 pp 5/15/2026
Exit TELADOC INC COM -2,242 Exit 0.00 pp 5/15/2026
Add TANDEM DIABETES CARE INC +870 +241.7% 0.00 pp 5/15/2026
Add VANGUARD FTSE ALL-WORLD EX-US +36 +0.4% 0.00 pp 5/15/2026
Add ECOLAB INC COM +49 +6.6% 0.00 pp 5/15/2026
New UNP 270319C00270000 call +10 New 0.00 pp 5/15/2026
Add REGIONS FINANCIAL CORP COM +683 +28.5% 0.00 pp 5/15/2026
Add NIKE INC +5,332 +19.5% 0.00 pp 5/15/2026
New AMPLIFY ETF TR AMPLIFY MOBILE +360 New 0.00 pp 5/15/2026
Add TOLL BROTHERS INC +111 +55.5% 0.00 pp 5/15/2026
New QIAGEN NV SHS NEW +382 New 0.00 pp 5/15/2026
Add AGNICO EAGLE MINES LTD COM +16 +4.4% 0.00 pp 5/15/2026
Add TORONTO DOMINION BK COM NEW +166 +59.1% 0.00 pp 5/15/2026
Add CHUBB LTD COM +10 +1.2% 0.00 pp 5/15/2026
Reduce BELLRING BRANDS INC -397 -47.8% 0.00 pp 5/15/2026
Reduce NUVEEN AMT FREE MUN CR INC FD -958 -9.4% 0.00 pp 5/15/2026
Add NOKIA CORP SPONSORED ADR +850 +16.0% 0.00 pp 5/15/2026
Add ZILLOW GROUP INC CL +1,160 +94.8% 0.00 pp 5/15/2026
New ORIX CORPORATION +502 New 0.00 pp 5/15/2026
Reduce INVESCO S&P MIDCAP 400 REVENUE -23 -0.2% 0.00 pp 5/15/2026
New QORVO INC COM STK +193 New 0.00 pp 5/15/2026
Reduce EPAM SYS INC COM -43 -32.8% 0.00 pp 5/15/2026
Add HCA HOLDINGS INC COM +30 +26.8% 0.00 pp 5/15/2026
Add ALERIAN MLP +102 +6.1% 0.00 pp 5/15/2026
New TERADYNE INC COM +50 New 0.00 pp 5/15/2026
Add ISHARES TR DJ AEROSPACE +47 +4.2% 0.00 pp 5/15/2026
New RALPH LAUREN CORP CL A +43 New 0.00 pp 5/15/2026
Add ARK INNOVATION ETF +240 +153.8% 0.00 pp 5/15/2026
Reduce ISHARES TR US TREAS BD ETF -633 -28.4% 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR INTL SMALL -337 -40.2% 0.00 pp 5/15/2026
Add NATIONAL GRID PLC NEW +146 +44.6% 0.00 pp 5/15/2026
Add AVNET INC +51 +6.0% 0.00 pp 5/15/2026
Add GRACO INC COM +141 +14.1% 0.00 pp 5/15/2026
Add VANECK VECTORS RARE EARTH/STRA +110 +31.4% 0.00 pp 5/15/2026
Reduce INVESCO NATIONAL AMTFREE MUNIC -579 -9.4% 0.00 pp 5/15/2026
Add BHP GROUP LTD SPONSORED ADS +63 +7.9% 0.00 pp 5/15/2026
New NATIONAL CINEMEDIA INC COM NEW +4,720 New 0.00 pp 5/15/2026
Reduce SMURFIT WESTROCK LTD F -392 -37.4% 0.00 pp 5/15/2026
Add INVESCO S&P 500 MOMENTUM ETF +2 +0.1% 0.00 pp 5/15/2026
Add VANGUARD BD INDEX FD INC INTER +231 +4.6% 0.00 pp 5/15/2026
Reduce GLOBANT SA -214 -94.3% 0.00 pp 5/15/2026
Reduce ISHARES CORE 1 TO 5 YEAR USD B -291 -67.1% 0.00 pp 5/15/2026
Add FORD MTR CO DEL COM +424 +3.5% 0.00 pp 5/15/2026
Add SKYWORKS SOLUTIONS INC COM +266 +1564.7% 0.00 pp 5/15/2026
Add CARMAX INC COM +325 +176.6% 0.00 pp 5/15/2026
Exit PINNACLE FINL PARTNERS INC COM -147 Exit 0.00 pp 5/15/2026
Add IRIDIUM COMMUNICATIONS INC COM +231 +31.4% 0.00 pp 5/15/2026
Add FIRST TR EXCHANGE TRADED FD II +59 +14.6% 0.00 pp 5/15/2026
Reduce STATE STR CORP COM -102 -26.0% 0.00 pp 5/15/2026
Reduce INVESCO LTD -517 -80.0% 0.00 pp 5/15/2026
Exit NICE LTD SPONSORED ADR -122 Exit 0.00 pp 5/15/2026
Add FIRST TR EXCHNG TRADED FD VIII +424 +26.3% 0.00 pp 5/15/2026
Add BRITISH AMERN TOB PLC SPONSORE +219 +43.2% 0.00 pp 5/15/2026
Add CRESCO LABS INC +5,400 +9.9% 0.00 pp 5/15/2026
Add GAMESTOP CORP NEW CL A +556 +191.7% 0.00 pp 5/15/2026
Add RELX PLC SPONSORED ADR +441 +306.3% 0.00 pp 5/15/2026
Exit AZENTA INC COM -407 Exit 0.00 pp 5/15/2026
Add ESSEX PROPERTY TRUST +67 +46.5% 0.00 pp 5/15/2026
Reduce ISHARES UT ETF TR COMMOD -500 -14.7% 0.00 pp 5/15/2026
Add HITACHI LTD +475 +213.0% 0.00 pp 5/15/2026
Add CARDINAL HEALTH INC +52 +13.1% 0.00 pp 5/15/2026
Add NOMURA HLDGS INC SPONSORED ADR +1,689 +1156.8% 0.00 pp 5/15/2026
Add NINTENDO LTD ADR +931 +3724.0% 0.00 pp 5/15/2026
Add AMEREN CORP COM +92 +29.6% 0.00 pp 5/15/2026
New FLOTEK INDS INC +780 New 0.00 pp 5/15/2026
Exit SYMRISE AG UNSPONSORD ADR -654 Exit 0.00 pp 5/15/2026
Reduce LONDON STOCK EXCHANGE ADR -427 -77.1% 0.00 pp 5/15/2026
Add AMERCO COM +310 +48.6% 0.00 pp 5/15/2026
Add FORTIS INC COM +232 +892.3% 0.00 pp 5/15/2026
New AERCAP HOLDINGS NV SHS +95 New 0.00 pp 5/15/2026
Add MATCH GROUP INC +431 +234.2% 0.00 pp 5/15/2026
Reduce XYLEM INC COM -77 -34.7% 0.00 pp 5/15/2026
Add REGAL REXNORD CORP +51 +71.8% 0.00 pp 5/15/2026
Add PAN AMERICAN SILVER CP COM +192 +23.0% 0.00 pp 5/15/2026
New ALLY FINL INC COM +327 New 0.00 pp 5/15/2026
Exit SYSMEX CORP UNSP ADR EA REPR 1 -1,300 Exit 0.00 pp 5/15/2026
Reduce WOLTERS KLUWER N V SPONSORED A -12 -2.9% 0.00 pp 5/15/2026
Reduce IAC INTERACTIVECORP NEW COM NE -140 -0.7% 0.00 pp 5/15/2026
Exit UWM HOLDINGS CORP -2,884 Exit 0.00 pp 5/15/2026
Add FERROVIAL SE EUR +194 +923.8% 0.00 pp 5/15/2026
Add PEARSON PLC SPONSORED ADR +964 +3012.5% 0.00 pp 5/15/2026
Reduce CADENCE DESIGN SYSTEMS INC -14 -5.6% 0.00 pp 5/15/2026
Add SIX FLAGS ENTERTAINMENT CORP. +102 +2.3% 0.00 pp 5/15/2026
Add EMAGIN CORPORATION +240 +1600.0% 0.00 pp 5/15/2026
Exit DAYFORCE INC COM -180 Exit 0.00 pp 5/15/2026
Add AGCO CORP COM +76 +24.1% 0.00 pp 5/15/2026
Reduce FACTSET RESH SYS INC COM -37 -61.7% 0.00 pp 5/15/2026
Add APTARGROUP INC COM +98 +612.5% 0.00 pp 5/15/2026
Exit CABLE ONE INC COM -109 Exit 0.00 pp 5/15/2026
New LAMAR ADVERTISING CO +97 New 0.00 pp 5/15/2026
New PGIM GLOBAL SHORT DURATION HIG +1,050 New 0.00 pp 5/15/2026
Add GAMING AND LEISURE PROPERTIES +275 +491.1% 0.00 pp 5/15/2026
Add BANK HAWAII CORP COM +105 +14.1% 0.00 pp 5/15/2026
Add DESCARTES SYSTEMS GROUP +180 +383.0% 0.00 pp 5/15/2026
Add ZOOM VIDEO COMMUNICATIONS +273 +4.7% 0.00 pp 5/15/2026
Reduce MATTEL INC COM -451 -43.8% 0.00 pp 5/15/2026
Add CAVA GROUP INC +75 +28.0% 0.00 pp 5/15/2026
Add PPL CORP +254 +34.9% 0.00 pp 5/15/2026
Add BROOKFIELD INFRASTRUCTURE INCO +479 +1.1% 0.00 pp 5/15/2026
Add POPULAR INC COM +71 +28.1% 0.00 pp 5/15/2026
Add THOMSON REUTERS CORP +139 +1069.2% 0.00 pp 5/15/2026
Add HONDA MOTOR LTD AMERN SHS +504 +752.2% 0.00 pp 5/15/2026
Add CINCINNATI FINL CORP COM +37 +1.2% 0.00 pp 5/15/2026
Exit FAIR ISAAC CORP COM -7 Exit 0.00 pp 5/15/2026
Add HARLEY DAVIDSON INC COM +585 +943.5% 0.00 pp 5/15/2026
Add CELANESE CORP DEL COM SER A +93 +39.1% 0.00 pp 5/15/2026
Add FOX CORP CL A +532 +40.3% 0.00 pp 5/15/2026
Add DEUTSCHE BANK AG NAMEN ORD +420 +451.6% 0.00 pp 5/15/2026
Reduce ILLUMINA INC COM -82 -41.2% 0.00 pp 5/15/2026
Add TAKEDA PHARMACEUTICAL CO +406 +28.7% 0.00 pp 5/15/2026
Add RBA 261218C00120000 call +41 +341.7% 0.00 pp 5/15/2026
Add MILLENNIUM USA HEDGEFOCUS FUND +11,638 +3.4% 0.00 pp 5/15/2026
Add INTERCONTINENTAL HOTELS GROUP +91 +131.9% 0.00 pp 5/15/2026
Reduce SEA LTD -81 -73.6% 0.00 pp 5/15/2026
New SEVEN & I HLDGS CO LTD UNSPONS +860 New 0.00 pp 5/15/2026
Add FRESENIUS MED CARE AG SPONSORE +515 +3218.8% 0.00 pp 5/15/2026
Add BARCLAYS PLC ADR +647 +129.7% 0.00 pp 5/15/2026
Reduce LEGGETT & PLATT INC -1,000 -67.6% 0.00 pp 5/15/2026
Add SPROUTS FMRS MKT INC COM +150 +1000.0% 0.00 pp 5/15/2026
New CAPITAL GROUP DIVIDEND VALUE E +271 New 0.00 pp 5/15/2026
Exit MOLINA HEALTHCARE INC COM -66 Exit 0.00 pp 5/15/2026
Add ARK AUTONOMOUS TECHNOLOGY & RO +103 +163.5% 0.00 pp 5/15/2026
Add NATWEST GROUP PLC +891 +123.2% 0.00 pp 5/15/2026
Reduce REALTY INCOME CORP -41 -1.4% 0.00 pp 5/15/2026
Reduce AMERICAN AIRLS GROUP INC -739 -99.6% 0.00 pp 5/15/2026
Exit M3 INC -1,703 Exit 0.00 pp 5/15/2026
Add HOWMET AEROSPACE INC +43 +79.6% 0.00 pp 5/15/2026
Add TOAST INC +600 +116.7% 0.00 pp 5/15/2026
Add UNITED RENTALS INC COM +35 +19.9% 0.00 pp 5/15/2026
New ALAMOS GOLD INC F CLASS A +253 New 0.00 pp 5/15/2026
Add MARKEL CORP COM +140 +12.8% 0.00 pp 5/15/2026
New UNIVERSAL DISPLAY CORP COM +122 New 0.00 pp 5/15/2026
Add IDACORP INC COM +26 +5.7% 0.00 pp 5/15/2026
Add SPDR SERIES TRUST S&P METALS M +57 +5.0% 0.00 pp 5/15/2026
Add KONINKLIJKE PHILIPS N V NY REG +405 +1191.2% 0.00 pp 5/15/2026
Add HUBBELL INC COM +5 +2.7% 0.00 pp 5/15/2026
Exit EXACT SCIENCES CORP COM -109 Exit 0.00 pp 5/15/2026
Add NORTHERN TR CORP COM +75 +39.3% 0.00 pp 5/15/2026
Reduce DOCUSIGN INC -53 -13.2% 0.00 pp 5/15/2026
Add MSC INDL DIRECT INC CL A +45 +5.4% 0.00 pp 5/15/2026
Reduce RBA 261218C00115000 call -102 -51.0% 0.00 pp 5/15/2026
New GAP INC COM +446 New 0.00 pp 5/15/2026
Add CERES FARMS LLC +10,707 +2.0% 0.00 pp 5/15/2026
New FIRSTSERVICE +77 New 0.00 pp 5/15/2026
Add ARCELORMITTAL SA LUXEMBOURG NY +203 +1194.1% 0.00 pp 5/15/2026
Add ENVISTA HOLDINGS CORP +205 +13.8% 0.00 pp 5/15/2026
Add INNOVATOR DEEPWATER FRONTIER T +179 +79.6% 0.00 pp 5/15/2026
Add BANK NEW YORK MELLON CORP COM +55 +3.4% 0.00 pp 5/15/2026
Exit UNICHARM CORP SPONSORED ADR -3,730 Exit 0.00 pp 5/15/2026
Reduce V F CORP COM -565 -70.9% 0.00 pp 5/15/2026
Reduce CONCENTRIX CORP COM -194 -54.2% 0.00 pp 5/15/2026
Add SELECT SECTOR SPDR TR SBI INT- +4 +0.3% 0.00 pp 5/15/2026
Add FIDELITY HIGH DIV ETF +108 +1.0% 0.00 pp 5/15/2026
Add ARK GENOMIC REVOLUTION ETF +396 +1131.4% 0.00 pp 5/15/2026
Reduce GOLD COM -364 -51.9% 0.00 pp 5/15/2026
Add LIGHTWAVE LOGIC INC COM +931 +93.1% 0.00 pp 5/15/2026
Reduce FIRSTENERGY CORP COM -38 -1.8% 0.00 pp 5/15/2026
Add CDW CORPORATION +17 +2.1% 0.00 pp 5/15/2026
Reduce TECHTRONIC INDS LTD SPONSORED -191 -70.2% 0.00 pp 5/15/2026
Exit RESEARCH SOLUTIONS INC -3,490 Exit 0.00 pp 5/15/2026
Exit OBIC ADR -658 Exit 0.00 pp 5/15/2026
New IBIT 260918P00030000 put +50 New 0.00 pp 5/15/2026
Add COUSINS PROPERTIES INC +718 +38.3% 0.00 pp 5/15/2026
Add PPG INDS INC COM +85 +37.0% 0.00 pp 5/15/2026
Add ZIMMER BIOMET HLDGS +106 +12.8% 0.00 pp 5/15/2026
Add HUNT J B TRANS SVCS INC COM +41 +53.2% 0.00 pp 5/15/2026
New COMMONWEALTH BANK OF AUSTRALIA +85 New 0.00 pp 5/15/2026
Reduce ISHARES TR 20 YR TRS BD -109 -10.4% 0.00 pp 5/15/2026
Reduce ALLIANT ENERGY CORP COM -197 -32.1% 0.00 pp 5/15/2026
Exit NOVOZYMES A/S UNSPONSORED ADR -157 Exit 0.00 pp 5/15/2026
Add MONOLITHIC PWR SYS INC COM +4 +13.3% 0.00 pp 5/15/2026
Add LIBERTY ALL STAR EQUITY FD SH +633 +3.4% 0.00 pp 5/15/2026
New GFL ENVIRONMENTAL SUB +237 New 0.00 pp 5/15/2026
Add MKS INSTRUMENT INC COM +18 +22.0% 0.00 pp 5/15/2026
Add FERRARI N V COM +30 +333.3% 0.00 pp 5/15/2026
Add ALLSTATE CORP COM +80 +1.0% 0.00 pp 5/15/2026
Add CASCADE CORP COM +379 +2368.8% 0.00 pp 5/15/2026
New FIDELITY ENHANCED MID CAP ETF +272 New 0.00 pp 5/15/2026
Exit INVESCO RUSSELL 1000 DYNAMIC M -160 Exit 0.00 pp 5/15/2026
Add WILLIAMS SONOMA INC COM +52 +76.5% 0.00 pp 5/15/2026
Add OLD DOMINION FREIGHT LINE +26 +21.5% 0.00 pp 5/15/2026
Reduce ISHARES TR NASDQ BIO INDX -58 -3.2% 0.00 pp 5/15/2026
Add LOEWS CORP COM +86 +27.3% 0.00 pp 5/15/2026
Add BROOKFIELD INFRASTRUCTURE INCO +371 +1.0% 0.00 pp 5/15/2026
New ISHARES TR MSCI CHINA ETF +169 New 0.00 pp 5/15/2026
Exit LYFT INC CL A COM -488 Exit 0.00 pp 5/15/2026
Add SYNNEX CORP +39 +25.3% 0.00 pp 5/15/2026
Add COINBASE GLOBAL INC +294 +24.9% 0.00 pp 5/15/2026
Add RENTOKIL INITIAL SPON ADS EACH +295 +702.4% 0.00 pp 5/15/2026
Add GUIDEWIRE SOFTWARE INC +65 +928.6% 0.00 pp 5/15/2026
Add BIGBEAR.AI HOLDINGS INC +3,854 +171.3% 0.00 pp 5/15/2026
Reduce POLARIS INDUSTRIES INC -142 -78.9% 0.00 pp 5/15/2026
Reduce NUVEEN DIVID ADVNT MUN COM -520 -8.2% 0.00 pp 5/15/2026
Reduce REXFORD INDUSTRIAL REALTY IN -224 -68.7% 0.00 pp 5/15/2026
Add IQVIA HOLDINGS INC +242 +41.5% 0.00 pp 5/15/2026
Exit PURE STORAGE -138 Exit 0.00 pp 5/15/2026
Add F5 NETWORKS INC COM +29 +116.0% 0.00 pp 5/15/2026
Reduce NUVEEN SELECT TAX FREE INCM PT -931 -5.6% 0.00 pp 5/15/2026
Reduce TRAVELERS COMPANIES INC COM -13 -0.2% 0.00 pp 5/15/2026
New CLEAN HARBORS INC COM +32 New 0.00 pp 5/15/2026
Exit SAILPOINT TECHNOLOGIES HOLDING -451 Exit 0.00 pp 5/15/2026
Exit S.F. HOLDING CO LTD UNSPON ADS -513 Exit 0.00 pp 5/15/2026
Reduce COOPER -99 -51.3% 0.00 pp 5/15/2026
Add DYNATRACE INC +269 +199.3% 0.00 pp 5/15/2026
Add HUNTINGTON INGALLS INDS INC CO +9 +6.4% 0.00 pp 5/15/2026
Reduce AMADEUS IT GROUP S A UNSPONSOR -112 -70.4% 0.00 pp 5/15/2026
New DROPBOX INC +396 New 0.00 pp 5/15/2026
Add MITSUI FUDOSAN CO LTD UNSPONSO +284 +450.8% 0.00 pp 5/15/2026
Add BORGWARNER INC COM +10 +1.1% 0.00 pp 5/15/2026
Add SMITH & NEPHEW PLC SPDN ADR NE +292 +95.1% 0.00 pp 5/15/2026
Reduce ABB LTD SPONSORED ADR -200 -18.2% 0.00 pp 5/15/2026
Add PINTEREST INC CL A +506 +1076.6% 0.00 pp 5/15/2026
Exit ISHARES TR FTSE NAREIT MTG REI -400 Exit 0.00 pp 5/15/2026
Reduce DISCO CORP -520 -43.2% 0.00 pp 5/15/2026
Add CNH INDUSTRIAL NV COM +284 +8.9% 0.00 pp 5/15/2026
Exit GLOBAL CROSSING AIRLINES GROUP -15,000 Exit 0.00 pp 5/15/2026
Reduce EVERSOURCE ENERGY COM -218 -6.7% 0.00 pp 5/15/2026
Reduce DBS GROUP HLDGS LTD SPONSORED -65 -8.2% 0.00 pp 5/15/2026
Add VERISIGN INC COM +33 +33.3% 0.00 pp 5/15/2026
Add SUN COMMUNITIES INC COM +66 +35.3% 0.00 pp 5/15/2026
Reduce NETEASE COM INC SPONSORED ADR -41 -25.8% 0.00 pp 5/15/2026
Add OPEN TEXT CORP COM +396 +3046.2% 0.00 pp 5/15/2026
Add ROBO GLOBAL ROBITCS & AUTOMATI +137 +17.1% 0.00 pp 5/15/2026
Add BOK FINANCIAL CORPORATION +46 +16.0% 0.00 pp 5/15/2026
Add EASTMAN CHEM CO COM +41 +9.3% 0.00 pp 5/15/2026
Reduce AIR LIQUIDE ADR -265 -43.4% 0.00 pp 5/15/2026
Reduce BANCO BILBAO VIZCAYA ARGENTARI -265 -15.3% 0.00 pp 5/15/2026
Add BLACKROCK HEALTH SCIENCES TRUS +600 +789.5% 0.00 pp 5/15/2026
Add AMERICAN HOMES 4 RENT +318 +378.6% 0.00 pp 5/15/2026
Add SILGAN HOLDINGS INC +75 +1.0% 0.00 pp 5/15/2026
Add SMITH A O CORP +143 +13.8% 0.00 pp 5/15/2026
Add O REILLY AUTOMOTIVE INC NEW +25 +0.4% 0.00 pp 5/15/2026
Add SELECT SECTOR SPDR TR REAL EST +160 +4.1% 0.00 pp 5/15/2026
Add TRAVEL LEISURE CO +135 +19.5% 0.00 pp 5/15/2026
Add GLOBUS MED INC +100 +55.2% 0.00 pp 5/15/2026
Add VANGUARD WORLD FD MEGA GRWTH I +30 +45.5% 0.00 pp 5/15/2026
Add LANDSTAR SYS INC COM +28 +12.6% 0.00 pp 5/15/2026
Reduce FLUTTER ENTERTAINMENT PLC -29 -63.0% 0.00 pp 5/15/2026
New CUBESMART COM +222 New 0.00 pp 5/15/2026
Add NVENT ELECTRIC +64 +193.9% 0.00 pp 5/15/2026
Add MONSTER BEVERAGE CORP NEW +142 +27.0% 0.00 pp 5/15/2026
Add MITSUBISHI HEAVY IND. ADR +281 +281.0% 0.00 pp 5/15/2026
Add NISOURCE INC COM +88 +10.9% 0.00 pp 5/15/2026
Add NEONC TECH. HOLDINGS +1,287 +163.3% 0.00 pp 5/15/2026
Reduce ISHARES TR S&P GBL ENER -16 -2.8% 0.00 pp 5/15/2026
New WESFARMERS LTD ADR NEW 2014 +315 New 0.00 pp 5/15/2026
Add ALIGN TECHNOLOGY INC COM +38 +39.6% 0.00 pp 5/15/2026
New SIEMENS ENERGY AG SPON ADS +47 New 0.00 pp 5/15/2026
Reduce MANULIFE FINL CORP COM -134 -7.5% 0.00 pp 5/15/2026
Exit INTERNATIONAL SEAWAYS INC -264 Exit 0.00 pp 5/15/2026
Add M & T BK CORP COM +33 +16.8% 0.00 pp 5/15/2026
Reduce DFA DIMENSIONAL EMERGING MARKE -393 -12.9% 0.00 pp 5/15/2026
Add CROWN HOLDINGS INC COM +120 +7.8% 0.00 pp 5/15/2026
New STANTEC +90 New 0.00 pp 5/15/2026
Add FIRST INDUSTRIAL REALTY TR +129 +25.6% 0.00 pp 5/15/2026
Add COHEN & STEERS INFRASTRUCTURE +250 +35.7% 0.00 pp 5/15/2026
New GABELLI GLOBL UTIL & COM SH BE +400 New 0.00 pp 5/15/2026
Add HOLOGIC INC COM +94 +18.8% 0.00 pp 5/15/2026
Reduce ALCON INC ORD SHS -83 -20.5% 0.00 pp 5/15/2026
Add BALL CORP +66 +10.9% 0.00 pp 5/15/2026
Add W P CAREY INC COM +82 +14.3% 0.00 pp 5/15/2026
Add CARTER INC COM +166 +32.3% 0.00 pp 5/15/2026
New ELBIT SYS LTD ORD +9 New 0.00 pp 5/15/2026
Exit COLOPLAST A/S -894 Exit 0.00 pp 5/15/2026
New AEGON LTD AMER REGD CERT +1,043 New 0.00 pp 5/15/2026
Add MGM MIRAGE COM +21 +0.2% 0.00 pp 5/15/2026
Reduce SPDR PORTFOLIO TIPS ETF -289 -82.1% 0.00 pp 5/15/2026
Add LVMH MOET HENNESSY LOU VUITTON +86 +21.2% 0.00 pp 5/15/2026
Reduce MOTLEY FOOL 100 INDX ETF -102 -78.5% 0.00 pp 5/15/2026
Add BOYD GAMING CORP COM +114 +18.2% 0.00 pp 5/15/2026
New BRIDGEBIO PHARMA INC +100 New 0.00 pp 5/15/2026
Exit NUVEEN NASDAQ 100 DYNAMIC OVER -260 Exit 0.00 pp 5/15/2026
Add SANOFI SPONSORED ADR +156 +37.0% 0.00 pp 5/15/2026
New CAPITAL GROUP GLOBAL GROWTH EQ +221 New 0.00 pp 5/15/2026
New MITSUBISHI ESTATE LTD ADR +264 New 0.00 pp 5/15/2026
Reduce VANGUARD INTL EQUITY INDEX FD -4 -0.4% 0.00 pp 5/15/2026
Reduce INGERSOLL RAND PLC -98 -14.8% 0.00 pp 5/15/2026
Add METLIFE INC COM +283 +18.2% 0.00 pp 5/15/2026
New HAWKINS INC COM +47 New 0.00 pp 5/15/2026
Exit INVESCO EXCHANGE TRADED FD TR -100 Exit 0.00 pp 5/15/2026
Add BANK OZK +157 +30.3% 0.00 pp 5/15/2026
Reduce GROCERY OUTLET HLDG CORP COM -634 -73.5% 0.00 pp 5/15/2026
Exit EXPERIAN PLC SPONSORED ADR -157 Exit 0.00 pp 5/15/2026
New FIRST TR EXCHANGE-TRADED FD IV +145 New 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR US MID-CAP -504 -5.2% 0.00 pp 5/15/2026
Add VULCAN MATLS CO COM +36 +2.8% 0.00 pp 5/15/2026
Exit SHIFT4 PAYMENTS INC -111 Exit 0.00 pp 5/15/2026
Add CMS ENERGY CORP COM +55 +15.7% 0.00 pp 5/15/2026
Add AIRBUS SE UNSPONSORED ADR +211 +73.8% 0.00 pp 5/15/2026
New ITOCHU CORP ADR +542 New 0.00 pp 5/15/2026
Exit SS AND C TECHNOLOGIES HOLDINGS -79 Exit 0.00 pp 5/15/2026
Add FIRST VIII CBOE VEST US EQ +189 +0.7% 0.00 pp 5/15/2026
Exit UNUSUAL WHALES SUBVERSIVE DEMO -150 Exit 0.00 pp 5/15/2026
New QANTAS AIRWAYS ADR +232 New 0.00 pp 5/15/2026
Add CNA FINL CORP COM +200 +14.8% 0.00 pp 5/15/2026
New TERADATA CORP DEL COM +262 New 0.00 pp 5/15/2026
New ADVISORSHARES PURE CANNABIS ET +2,550 New 0.00 pp 5/15/2026
Add AIR LEASE CORP CL A +77 +3.2% 0.00 pp 5/15/2026
New STMICROELECTRONICS NY +193 New 0.00 pp 5/15/2026
Add CIGNA CORPORATION +44 +7.3% 0.00 pp 5/15/2026
Add NEWLAKE CAPITAL PARTNERS INC C +2,960 +8.9% 0.00 pp 5/15/2026
Add SPDR SERIES TRUST S&P BIOTECH +16 +2.1% 0.00 pp 5/15/2026
Add BRAMBLES LTD SPONSORED ADR +206 +343.3% 0.00 pp 5/15/2026
Add ARISTA NETWORKS +22 +2.0% 0.00 pp 5/15/2026
Reduce HAIER SMART HOME CO LTD UNSPON -422 -35.5% 0.00 pp 5/15/2026
Add BLACKROCK ENHANCED CAP & INCOM +249 +5.0% 0.00 pp 5/15/2026
Reduce TRUIST FINANCIAL CORPORATION -70 -7.0% 0.00 pp 5/15/2026
Reduce CLEAR CHANNEL OUTDOOR HOLDINGS -3,500 -3.8% 0.00 pp 5/15/2026
Reduce KINSALE CAPITAL GROUP INC -3 -2.7% 0.00 pp 5/15/2026
Exit REDWIRE CORP -850 Exit 0.00 pp 5/15/2026
Add BANK MONTREAL QUE COM +43 +37.7% 0.00 pp 5/15/2026
Reduce P T TELEKOMUNIKASI INDONESIA S -257 -36.9% 0.00 pp 5/15/2026
Reduce FLOOR & DECOR HOLDINGS INC -57 -16.2% 0.00 pp 5/15/2026
Exit FIRST CITIZENS BANCSHARES -3 Exit 0.00 pp 5/15/2026
New MASTEC INC COM +20 New 0.00 pp 5/15/2026
Add COMPAGNIE FIN RICHEMONTAG SWI +470 +96.9% 0.00 pp 5/15/2026
Add WISDOMTREE TR HIGH DIVID FD +1 +0.1% 0.00 pp 5/15/2026
Add MACYS INC COM +360 +900.0% 0.00 pp 5/15/2026
New AEON CO LTD +528 New 0.00 pp 5/15/2026
Reduce ALLIANZ SE -47 -4.3% 0.00 pp 5/15/2026
Add PAYLOCITY HOLDING CORPORATION +66 +347.4% 0.00 pp 5/15/2026
Add ELECTRONIC ARTS INC COM +31 +26.7% 0.00 pp 5/15/2026
Add F M C CORP COM NEW +142 +12.5% 0.00 pp 5/15/2026
New BURLINGTON STORES INC COM +19 New 0.00 pp 5/15/2026
Reduce 3I GROUP PLC -519 -73.4% 0.00 pp 5/15/2026
Reduce NORTHWEST BANCSHARES INC MD CO -1,920 -4.3% 0.00 pp 5/15/2026
Reduce HALEON PLC -561 -11.0% 0.00 pp 5/15/2026
New TELSTRA GROUP LTD +331 New 0.00 pp 5/15/2026
Exit PIRAEUS FINANCIAL HOLDINGS S.A -729 Exit 0.00 pp 5/15/2026
Add GATES INDUSTRIAL CORPORATION P +170 +8.6% 0.00 pp 5/15/2026
Add WHITE MTNS INS GRP LTD COM +2 +14.3% 0.00 pp 5/15/2026
Add SONIC HEALTHCARE LTD SPONSORED +424 +21200.0% 0.00 pp 5/15/2026
New KIRIN HLDGS COMPANY LTD SPON A +376 New 0.00 pp 5/15/2026
New COHEN & STEERS QTY RLY COM +500 New 0.00 pp 5/15/2026
Add LAS VEGAS SANDS CORP COM +116 +527.3% 0.00 pp 5/15/2026
Add BJS WHOLESALE CLUB INC COM +40 +16.3% 0.00 pp 5/15/2026
Add SEI INVESTMENTS CO COM +108 +15.4% 0.00 pp 5/15/2026
Add SBA COMMUNICATIONS CORPORATION +42 +71.2% 0.00 pp 5/15/2026
Add AVERY DENNISON CORP COM +42 +30.0% 0.00 pp 5/15/2026
Add MID-AMER APT CMNTYS COM +96 +28.1% 0.00 pp 5/15/2026
Add LIBERTY BROADBAND CORP COM A +83 +9.0% 0.00 pp 5/15/2026
New TELUS CORP COM +463 New 0.00 pp 5/15/2026
New COPA HOLDINGS SA CL A +52 New 0.00 pp 5/15/2026
New VIASAT INC COM +129 New 0.00 pp 5/15/2026
Reduce INSULET CORP COM -4 -5.9% 0.00 pp 5/15/2026
Add HUBSPOT INC +26 +866.7% 0.00 pp 5/15/2026
Add ERICSSON ADR B SEK 10 +500 +340.1% 0.00 pp 5/15/2026
Add HASBRO INC COM +25 +8.2% 0.00 pp 5/15/2026
New INTEST CORP +429 New 0.00 pp 5/15/2026
Add GCI LIBERTY SERIES A +181 +0.4% 0.00 pp 5/15/2026
Add HAWAIIAN ELEC INDS COM +170 +13.0% 0.00 pp 5/15/2026
Reduce AKAMAI TECHNOLOGIES INC COM -9 -3.6% 0.00 pp 5/15/2026
Add ISHARES TR U.S. PFD STK ETF +4 0.0% 0.00 pp 5/15/2026
Add IONIS PHARMACEUTICALS INC COM +49 +2.1% 0.00 pp 5/15/2026
Add WINTRUST FINL CORP COM +43 +14.2% 0.00 pp 5/15/2026
New RINGCENTRAL INC +153 New 0.00 pp 5/15/2026
New FAST RETAILING CO LTD UNSPONSO +143 New 0.00 pp 5/15/2026
Add ROYAL CARIBBEAN CRUISE COM +24 +11.5% 0.00 pp 5/15/2026
Reduce RYANAIR HLDGS PLC -30 -11.1% 0.00 pp 5/15/2026
Add ANHEUSER BUSCH INBEV SA/NV SPO +77 +157.1% 0.00 pp 5/15/2026
New CAPITAL GROUP GROWTH ETF SHARE +139 New 0.00 pp 5/15/2026
Reduce INDIA FD INC COM -300 -33.3% 0.00 pp 5/15/2026
Add EXELON CORP COM +75 +21.9% 0.00 pp 5/15/2026
Add TYSON FOODS INC CL A +58 +17.5% 0.00 pp 5/15/2026
New TETRA TECH INC NEW COM +183 New 0.00 pp 5/15/2026
Reduce VANECK VECTORS AMT FREE INTERM -101 -9.4% 0.00 pp 5/15/2026
New DENSO CORP ADR +437 New 0.00 pp 5/15/2026
New BLACKROCK SCIENCE AND TECHNOLO +150 New 0.00 pp 5/15/2026
Add MONOTARO CO LTD +518 +2072.0% 0.00 pp 5/15/2026
Add GXO LOGISTICS INC +113 +20.5% 0.00 pp 5/15/2026
Reduce XPENG INC -220 -42.3% 0.00 pp 5/15/2026
Add WABTEC COM +6 +5.6% 0.00 pp 5/15/2026
Exit ASHTEAD GROUP ADR -76 Exit 0.00 pp 5/15/2026
Add PROLOGIS SH BEN INT +5 +0.5% 0.00 pp 5/15/2026
Add VODAFONE GROUP PLC NEW SPONSOR +342 +332.0% 0.00 pp 5/15/2026
Reduce NOVOCURE LTD -292 -28.0% 0.00 pp 5/15/2026
Reduce ROPER INDUSTRIES INC -8 -29.6% 0.00 pp 5/15/2026
Exit NIPPON TELEG & TELEPHONE CORP -210 Exit 0.00 pp 5/15/2026
Add PULTE GROUP INC COM +43 +7.3% 0.00 pp 5/15/2026
Add COCA-COLA EUROPEAN PARTNERS PL +58 +77.3% 0.00 pp 5/15/2026
Reduce WYNN RESORTS LTD COM -36 -42.4% 0.00 pp 5/15/2026
Add FIRST AMERN FINL CORP COM +101 +13.6% 0.00 pp 5/15/2026
Exit AXA SA -109 Exit 0.00 pp 5/15/2026
Add HOST MARRIOTT CORP NEW COM +241 +58.4% 0.00 pp 5/15/2026
Reduce FIDELITY ETHEREUM FUND -11 -1.9% 0.00 pp 5/15/2026
Reduce INTEGRA LIFESCIENCES HLDGS -355 -59.1% 0.00 pp 5/15/2026
New BLACKROCK ETF TRUST ISHARES IN +160 New 0.00 pp 5/15/2026
New MONGODB INC +21 New 0.00 pp 5/15/2026
Add DANONE SPONSORED ADR +343 +197.1% 0.00 pp 5/15/2026
New COLD 260717P00010000 put +79 New 0.00 pp 5/15/2026
Exit AMERICAN AXLE & MFG COM -800 Exit 0.00 pp 5/15/2026
Reduce ALNYLAM PHARMACEUTICALS INC -11 -50.0% 0.00 pp 5/15/2026
Add ADIDAS AG ADR +65 +1083.3% 0.00 pp 5/15/2026
Reduce SOFTBANK CORP. UNSPON ADS EACH -369 -74.2% 0.00 pp 5/15/2026
New ISHARES INC MSCI BRAZIL +132 New 0.00 pp 5/15/2026
Exit HILLENBRAND INC COM -159 Exit 0.00 pp 5/15/2026
Add SNAP ON INC COM +5 +2.9% 0.00 pp 5/15/2026
Add VANECK CLO ETF +228 +0.4% 0.00 pp 5/15/2026
Reduce SPDR SER TR SPDR BLOOMBERG -55 -14.4% 0.00 pp 5/15/2026
Reduce ON SEMICONDUCTOR CORP -177 -22.8% 0.00 pp 5/15/2026
Reduce ARCHER AVIATION INC COM CL A -500 -50.0% 0.00 pp 5/15/2026
Exit FUJITSU LIMITED UNSPONSORED AD -180 Exit 0.00 pp 5/15/2026
Exit QQQ 260331P00460000 put -34 Exit 0.00 pp 5/15/2026
Add SOFTBANK CORP +369 +288.3% 0.00 pp 5/15/2026
Add CIENA CORP COM NEW +5 +26.3% 0.00 pp 5/15/2026
New COMPUTERSHARE LTD +247 New 0.00 pp 5/15/2026
New ELASTIC NV +97 New 0.00 pp 5/15/2026
New RASPBERRY PI HOLDINGS PLC +850 New 0.00 pp 5/15/2026
New COINSHARES BITCOIN MINING ETF +138 New 0.00 pp 5/15/2026
Reduce PUBLIC STORAGE INC COM -3 -0.6% 0.00 pp 5/15/2026
Reduce EDISON INTL COM -24 -4.8% 0.00 pp 5/15/2026
Reduce COMPAGNIE DE ST GOBAIN UNSPONS -222 -78.4% 0.00 pp 5/15/2026
New DEFINIUM THERAPEUTICS INC COM +251 New 0.00 pp 5/15/2026
Reduce CHUGAI PHARMACEUTICALS CO LTD -231 -17.7% 0.00 pp 5/15/2026
New RHEINMETALL ADR +14 New 0.00 pp 5/15/2026
Add HERCULES TECH GWTH CAP COM +25 +2.0% 0.00 pp 5/15/2026
Add HEICO CORP NEW COM +18 +360.0% 0.00 pp 5/15/2026
Exit UNIVERSAL MUSIC GROUP ADR -359 Exit 0.00 pp 5/15/2026
Reduce CARRIER GLOBAL CORPORATION -268 -4.7% 0.00 pp 5/15/2026
New RBB FD INC MOTLEY FOOL GBL +165 New 0.00 pp 5/15/2026
Exit SPY 260331P00510000 put -39 Exit 0.00 pp 5/15/2026
Exit COPT DEFENSE PROPERTIES -167 Exit 0.00 pp 5/15/2026
Reduce ORGANON & CO -27 -0.7% 0.00 pp 5/15/2026
New ADVANTEST CORPORATION +34 New 0.00 pp 5/15/2026
New ARK ETF TRUST +38 New 0.00 pp 5/15/2026
Add ROGERS COMMUNICATIONS INC +118 +222.6% 0.00 pp 5/15/2026
Add REINSURANCE GROUP AMER COM +22 +25.3% 0.00 pp 5/15/2026
Add INVESCO ETF S&P500 EQL HLT +165 +60.0% 0.00 pp 5/15/2026
Add EVERGY INC +2 +0.4% 0.00 pp 5/15/2026
Add EQUIFAX INC COM +39 +12.5% 0.00 pp 5/15/2026
Reduce BANCO SANTANDER CHILE SP ADR R -358 -36.5% 0.00 pp 5/15/2026
Add ELANCO ANIMAL HEALTH INCORPORA +146 +19.4% 0.00 pp 5/15/2026
Exit KDDI CORP ADR -256 Exit 0.00 pp 5/15/2026
Exit AVANTOR INC -385 Exit 0.00 pp 5/15/2026
Exit NORDEA BK ABP SPONSORED ADS -232 Exit 0.00 pp 5/15/2026
Reduce VANGUARD WORLD FD MEGA CAP VAL -33 -37.9% 0.00 pp 5/15/2026
Exit JPMORGAN BETABUILDERS CANADA E -47 Exit 0.00 pp 5/15/2026
Exit KBC GROUP NV UNSPONSORED ADR -66 Exit 0.00 pp 5/15/2026
Exit SPDR PORT INTER TRM TRSRY ETF -149 Exit 0.00 pp 5/15/2026
Reduce CHARTER COMMUNICATIONS INC -23 -24.0% 0.00 pp 5/15/2026
Add ENTEGRIS INC COM +14 +17.5% 0.00 pp 5/15/2026
Add CONAGRA BRANDS INC +608 +18.3% 0.00 pp 5/15/2026
Add ALEXANDRIA REAL ESTATE EQ +106 +40.9% 0.00 pp 5/15/2026
Add JAZZ PHARMACEUTICALS PLC +7 +4.6% 0.00 pp 5/15/2026
Reduce KEURIG DR PEPPER INC -88 -8.1% 0.00 pp 5/15/2026
New IPG PHOTONICS CORP COM +36 New 0.00 pp 5/15/2026
Add MIZUHO FINL GROUP INC SPONSORE +420 +33.3% 0.00 pp 5/15/2026
Add GLOBAL X FDS DATA CTR &DIGIT +140 +54.9% 0.00 pp 5/15/2026
New ATAIBECKLEY +1,147 New 0.00 pp 5/15/2026
Reduce COCA-COLA FEMSA S A DE SPON AD -43 -82.7% 0.00 pp 5/15/2026
Add GEN DIGITAL INC COM +346 +115.7% 0.00 pp 5/15/2026
New VSTS 260821P00005000 put +100 New 0.00 pp 5/15/2026
Exit THALES SA UNSPN ADS -74 Exit 0.00 pp 5/15/2026
New INVESCO HIGH YIELD EQUITY DIV +187 New 0.00 pp 5/15/2026
New GH RESEARCH +284 New 0.00 pp 5/15/2026
Add FIRST HAWAIIAN INC +229 +9.1% 0.00 pp 5/15/2026
Add SIEMENS A G SPONSORED ADR +86 +23.7% 0.00 pp 5/15/2026
Reduce ISHARES TR JPMORGAN USD -37 -19.7% 0.00 pp 5/15/2026
Add AMPLIFY CWP ENHANCED DIV INM E +42 +0.7% 0.00 pp 5/15/2026
Add RESMED INC COM +23 +29.1% 0.00 pp 5/15/2026
New ISRAEL CHEMICALS LTD SHS +744 New 0.00 pp 5/15/2026
Reduce KIMBERLY CLARK CORP COM -11 -1.7% 0.00 pp 5/15/2026
New POOL CORPORATION COM +19 New 0.00 pp 5/15/2026
New SHARES EXPANDED TECH SOFTWARE +48 New 0.00 pp 5/15/2026
Reduce REGAL BELOIT CORP COM -51 -41.8% 0.00 pp 5/15/2026
New FLOWSERVE CORP COM +52 New 0.00 pp 5/15/2026
New KODIAK AI +550 New 0.00 pp 5/15/2026
Add MSCI INC COM +9 +30.0% 0.00 pp 5/15/2026
Add MTU AERO ENGINES AG +25 +92.6% 0.00 pp 5/15/2026
Add CINTAS CORP COM +46 +21.8% 0.00 pp 5/15/2026
New ADT INC +567 New 0.00 pp 5/15/2026
Exit ENGIE SPONS ADR -141 Exit 0.00 pp 5/15/2026
Add GOODYEAR TIRE & RUBBER CO +1,000 +71.4% 0.00 pp 5/15/2026
Reduce HENRY JACK & ASSOC INC COM -5 -4.3% 0.00 pp 5/15/2026
Reduce ANNALY CAPITAL MANAGEMENT INC -125 -15.4% 0.00 pp 5/15/2026
New PIMCO CORPORATE & INCOME OPP F +300 New 0.00 pp 5/15/2026
Reduce VIRTUS DIVIDEND INTEREST & PRE -277 -73.5% 0.00 pp 5/15/2026
Reduce FIRST TR LRGE CP CORE ALPHA FD -300 -3.0% 0.00 pp 5/15/2026
Reduce BAXTER INTL INC COM -36 -2.8% 0.00 pp 5/15/2026
Reduce LLOYDS BANKING GROUP PLC SPONS -623 -44.9% 0.00 pp 5/15/2026
New DOUBLELINE YIELD OPPORTUNITIES +250 New 0.00 pp 5/15/2026
Reduce BWX TECHNOLOGIES -24 -9.1% 0.00 pp 5/15/2026
Exit GLENCORE PLC UNSPONSORD ADR -318 Exit 0.00 pp 5/15/2026
Reduce DIAMONDBACK ENERGY INC COM -29 -14.9% 0.00 pp 5/15/2026
Add ALLEGION PUB LTD +25 +208.3% 0.00 pp 5/15/2026
Reduce INVESCO VAN KAMPEN MUNI OPP TR -341 -9.4% 0.00 pp 5/15/2026
New FORTESCUE METAL GROUP LTD SHS +246 New 0.00 pp 5/15/2026
Exit LEGRAND S A UNSPONSORED ADR -114 Exit 0.00 pp 5/15/2026
Add FIDELITY COMWLTH TR NASDAQ COM +1 +0.2% 0.00 pp 5/15/2026
Reduce MIDEA GROUP CO LTD UNSPON ADS -307 -74.5% 0.00 pp 5/15/2026
Exit SPY 260116C00690000 call -10 Exit 0.00 pp 5/15/2026
Reduce JPMORGAN DIVERSIFIED RETURN US -63 -8.1% 0.00 pp 5/15/2026
Exit BANK HAPOALIM B M SPONSORED AD -28 Exit 0.00 pp 5/15/2026
Add DICKS SPORTING GOODS INC COM +16 +4.9% 0.00 pp 5/15/2026
Add ISHARES EDGE MSCI USA MOMENTUM +6 +1.4% 0.00 pp 5/15/2026
Exit HEXAGON AB ADR -278 Exit 0.00 pp 5/15/2026
Add BLACKROCK SCIENCE & TECH TR II +150 +93.8% 0.00 pp 5/15/2026
New LISTED FD TR ROUNDHILL MAGNIF. +56 New 0.00 pp 5/15/2026
Add AUTOZONE INC COM +1 +10.0% 0.00 pp 5/15/2026
Add BRIDGESTONE CORP ADR +461 +365.9% 0.00 pp 5/15/2026
Add PRICE T ROWE GROUP INC COM +41 +105.1% 0.00 pp 5/15/2026
Add BCE INC COM NEW +117 +63.6% 0.00 pp 5/15/2026
New NUVEEN S&P 500 DYNAMIC +200 New 0.00 pp 5/15/2026
Add INVESCO NASDAQ NEXT GEN 100 ET +23 +0.4% 0.00 pp 5/15/2026
Add NOVO-NORDISK A S ADR +829 +34.8% 0.00 pp 5/15/2026
Exit PAPA JOHNS INTERNATIONAL INC -82 Exit 0.00 pp 5/15/2026
New CYBIN INC COM NPV +653 New 0.00 pp 5/15/2026
Reduce SOUTHWEST AIRLS CO COM -10 -1.4% 0.00 pp 5/15/2026
Exit CONMED CORP -76 Exit 0.00 pp 5/15/2026
New CAPITAL GROUP INTL FOCUS EQTY +104 New 0.00 pp 5/15/2026
Reduce DNB BANK ASA SPON ADR EACH REP -114 -78.1% 0.00 pp 5/15/2026
Exit FANUC CORPORATION ADR -156 Exit 0.00 pp 5/15/2026
Exit SUZUKI MTR CORP UNSPONSORD ADR -51 Exit 0.00 pp 5/15/2026
Add GRAYSCALE ETHEREUM MINI TRUST +135 +19.5% 0.00 pp 5/15/2026
Exit BUREAU VERITAS ADR -47 Exit 0.00 pp 5/15/2026
Add RECRUIT HOLDINGS CO LTD UNSPON +375 +241.9% 0.00 pp 5/15/2026
Exit DAIKIN INDS LTD UNSPONSORED AD -231 Exit 0.00 pp 5/15/2026
Reduce EATON VANCE MUNI INCOME TRUST -207 -9.4% 0.00 pp 5/15/2026
Add FIDELITY MSCI HEALTH CARE INDE +2 +0.3% 0.00 pp 5/15/2026
New BANC CALIF INC +164 New 0.00 pp 5/15/2026
New ARK SPACE EXPLORATION & INNOVA +98 New 0.00 pp 5/15/2026
Reduce ALFA LAVAL AB SWEDEN ADR -100 -17.8% 0.00 pp 5/15/2026
Reduce STAG INDL INC COM -44 -2.5% 0.00 pp 5/15/2026
Exit BANCO BRADESCO S A SP ADR PFD -854 Exit 0.00 pp 5/15/2026
New WESTERN ALLIANCE BNCP COM +40 New 0.00 pp 5/15/2026
Add CELESTICA +10 +1000.0% 0.00 pp 5/15/2026
New AECOM TECH CORP DEL COM +33 New 0.00 pp 5/15/2026
Reduce CREDICORP LTD COM -3 -4.1% 0.00 pp 5/15/2026
Reduce DEUTSCHE POST AG SPONSORED ADR -34 -51.5% 0.00 pp 5/15/2026
Reduce TRANSCAT INC COM -4 -2.2% 0.00 pp 5/15/2026
New BLOCK H & R INC COM +86 New 0.00 pp 5/15/2026
New ONDAS HOLDINGS INC +300 New 0.00 pp 5/15/2026
New GRIFOLS S A SP ADR REP B NVT +337 New 0.00 pp 5/15/2026
Add THE TRADE DESK +408 +94.7% 0.00 pp 5/15/2026
Exit INSPERITY INC -69 Exit 0.00 pp 5/15/2026
Reduce VOLVO AB UNSPONSORD ADR -84 -71.8% 0.00 pp 5/15/2026
Reduce NOMURA RESEARCH INSTITUTE LTD -66 -84.6% 0.00 pp 5/15/2026
New GRAB HLDGS LTD CL +718 New 0.00 pp 5/15/2026
Add GABELLI DIVD & INCOME TR COM +100 +1.6% 0.00 pp 5/15/2026
Add SCHWAB STRATEGIC TR US REIT ET +70 +3.8% 0.00 pp 5/15/2026
Reduce SPDR PORTFOLIO S&P 500 VALUE E -34 -1.1% 0.00 pp 5/15/2026
Add VANGUARD EMERGING MARKETS GVNM +6 +0.3% 0.00 pp 5/15/2026
New WILLDAN GROUP INC +34 New 0.00 pp 5/15/2026
Add GABELLI HEALTHCARE & WELLNESS +300 +150.0% 0.00 pp 5/15/2026
Exit CAPGEMINI S E UNSPONSORED ADR -78 Exit 0.00 pp 5/15/2026
Exit RESONA HOLDING ADR -137 Exit 0.00 pp 5/15/2026
Exit LUMENTUM HLDGS INC -7 Exit 0.00 pp 5/15/2026
New WBD 260417C00030000 call +1,714 New 0.00 pp 5/15/2026
Reduce COMFORT SYS USA INC COM -3 -20.0% 0.00 pp 5/15/2026
Exit NIPON SANSO ADR -172 Exit 0.00 pp 5/15/2026
Exit SAMPO OYJ ADR -105 Exit 0.00 pp 5/15/2026
Reduce VINCI S A ADR -73 -82.0% 0.00 pp 5/15/2026
Add AFFILIATED MNGRS GRP COM +14 +11.8% 0.00 pp 5/15/2026
Add FIRST TR S&P REIT INDX COM +6 +0.3% 0.00 pp 5/15/2026
Reduce ISHARES CURRENCY HEDGED MSCI E -62 -1.4% 0.00 pp 5/15/2026
Exit ALBANY INTERNATIONAL CORP -48 Exit 0.00 pp 5/15/2026
New INVESCO S&P 500 EQUAL WEIGHT E +82 New 0.00 pp 5/15/2026
Add BLACKSTONE REAL ESTATE INCOME +65 +1.0% 0.00 pp 5/15/2026
Add SPDR SER TR PORT MTG BACKED ET +107 +14.2% 0.00 pp 5/15/2026
Exit DAIICHI SANKYO CO LTD SPON ADR -111 Exit 0.00 pp 5/15/2026
Reduce OSISKO GOLD ROYALTIES -71 -50.0% 0.00 pp 5/15/2026
Reduce DIPLOMA PLC UNSP ADR -144 -55.0% 0.00 pp 5/15/2026
Exit ANGLO AMERN PLC SPONSORED ADR -110 Exit 0.00 pp 5/15/2026
Add ISHARES TR MSCI INDIA ETF +198 +12.4% 0.00 pp 5/15/2026
Reduce SVENSKA HANDELSBANKEN AB ADR -304 -82.2% 0.00 pp 5/15/2026
Exit SIEMENS ENERGY ADR -16 Exit 0.00 pp 5/15/2026
Add SOFTBANK GROUP CORPORATION +402 +681.4% 0.00 pp 5/15/2026
Reduce HIMS & HERS HEALTH INC -65 -86.7% 0.00 pp 5/15/2026
Add ISHARES IBONDS CORP DEC 2028 +1 0.0% 0.00 pp 5/15/2026
Add AXIS CAPITAL HOLDINGS SHS +69 +8.2% 0.00 pp 5/15/2026
Exit BANKINTER ADR -132 Exit 0.00 pp 5/15/2026
New PLANET FITNESS INC CL A +29 New 0.00 pp 5/15/2026
Reduce TKO GROUP HOLDINGS INC -8 -11.0% 0.00 pp 5/15/2026
Add NXP SEMICONDUCTORS N V COM +5 +3.2% 0.00 pp 5/15/2026
Add PUBLIC SVC ENTERPRISE GROUP CO +23 +6.5% 0.00 pp 5/15/2026
Reduce SEALED AIR CORP NEW COM -75 -4.4% 0.00 pp 5/15/2026
Add CHARLES RIV LABS INTL COM +12 +7.8% 0.00 pp 5/15/2026
New AMPLIFY ETF TR AMPLIFY JUNIOR +70 New 0.00 pp 5/15/2026
New TFI INTERNATIONAL INC COM NPV +19 New 0.00 pp 5/15/2026
Reduce YUM BRANDS INC COM -1 -0.2% 0.00 pp 5/15/2026
Add DATADOG INC +13 +6.5% 0.00 pp 5/15/2026
Add MERCADOLIBRE INC COM +13 +15.1% 0.00 pp 5/15/2026
New NANO NUCLEAR ENERGY +100 New 0.00 pp 5/15/2026
Exit TENCENT MUSIC ENTERTAINMENT GR -116 Exit 0.00 pp 5/15/2026
Reduce KB FINANCIAL GROUP INC SPONSOR -26 -61.9% 0.00 pp 5/15/2026
Exit ISHARES INVESTMENT GRADE SYS. -44 Exit 0.00 pp 5/15/2026
Exit GALAXY ENTERTAINMENT GROUP LTD -82 Exit 0.00 pp 5/15/2026
Add SUPER MICRO COMPUTER INC +12 +3.4% 0.00 pp 5/15/2026
New TERRACOM LTD +30,000 New 0.00 pp 5/15/2026
Exit TOTVS SA UNSP ADS -130 Exit 0.00 pp 5/15/2026
Reduce ISHARES US INFRASTRUCTURE ETF -76 -5.5% 0.00 pp 5/15/2026
Reduce ILLINOIS TOOL WKS INC COM -106 -5.0% 0.00 pp 5/15/2026
Add LULULEMON ATHLETICA IN COM +227 +37.8% 0.00 pp 5/15/2026
New JPMORGAN NASDAQ EQUITY PREMIUM +34 New 0.00 pp 5/15/2026
Exit AKZO NOBEL NV SPONSRD ADS NEW -81 Exit 0.00 pp 5/15/2026
Add CROWDSTRIKE HOLDINGS INC +140 +20.8% 0.00 pp 5/15/2026
Add VANGUARD WELLINGTON US VALUE +32 +9.1% 0.00 pp 5/15/2026
Reduce TECK COMINCO LTD CL B -81 -13.4% 0.00 pp 5/15/2026
Exit ENN ENERGY HOLDINGS LTD -52 Exit 0.00 pp 5/15/2026
Reduce PRU GIA -2,035 -2.7% 0.00 pp 5/15/2026
Reduce BUMBLE INC -500 -90.9% 0.00 pp 5/15/2026
Add SITE CENTERS +336 +1680.0% 0.00 pp 5/15/2026
Reduce JD COM INC SPONS ADR -63 -73.3% 0.00 pp 5/15/2026
New IVANHOE MINES LTD COM CL A ISI +208 New 0.00 pp 5/15/2026
New COLD 260717C00015000 call +79 New 0.00 pp 5/15/2026
Exit DSV AS ADR -14 Exit 0.00 pp 5/15/2026
Add FIDELITY ENHANCED SMALL CAP +42 +6.0% 0.00 pp 5/15/2026
Exit LI NING -29 Exit 0.00 pp 5/15/2026
New KIRBY CORP COM +13 New 0.00 pp 5/15/2026
Reduce WASTE CONNECTIONS INC COM -5 -7.1% 0.00 pp 5/15/2026
Reduce INVESCO VAN KAMPEN TR COM -113 -9.4% 0.00 pp 5/15/2026
New GLOBAL X MARIJUANA LIFE SCIENC +336 New 0.00 pp 5/15/2026
Reduce SUN LIFE FINL INC -28 -9.0% 0.00 pp 5/15/2026
Add HP INC COM +209 +27.7% 0.00 pp 5/15/2026
New NN 280121P00013000 put +3 New 0.00 pp 5/15/2026
Reduce SONY FINL GROUP ADR -279 -48.4% 0.00 pp 5/15/2026
Reduce KAYNE COMMERCIAL REAL ESTATE D -1,661 -1.5% 0.00 pp 5/15/2026
Add GENUINE PARTS CO COM +172 +14.9% 0.00 pp 5/15/2026
Exit SIEMENS HEALTHINEERS AG UNSPON -63 Exit 0.00 pp 5/15/2026
New BLACKROCK INNOVATION & GROWTH +250 New 0.00 pp 5/15/2026
Exit LOTTOMATICA GROUP UNSP ADR -62 Exit 0.00 pp 5/15/2026
New SPROTT URANIUM MINERS ETF +56 New 0.00 pp 5/15/2026
New FERGUSON PLC +7 New 0.00 pp 5/15/2026
Add UNUM GROUP +74 +8.7% 0.00 pp 5/15/2026
Add CAL MAINE FOODS INC COM NEW +24 +3.3% 0.00 pp 5/15/2026
Exit TRIP COM GROUP LTD SPON ADS -22 Exit 0.00 pp 5/15/2026
Exit KIMCO REALTY CORP COM -76 Exit 0.00 pp 5/15/2026
Reduce NIO INC -10 -0.6% 0.00 pp 5/15/2026
Exit MERCK KGAA -53 Exit 0.00 pp 5/15/2026
Add VANGUARD FD INDUSTRIAL ETF +3 +7.1% 0.00 pp 5/15/2026
New PLANET LABS +54 New 0.00 pp 5/15/2026
Add HEWLETT PACKARD ENTERPRISE CO +77 +4.8% 0.00 pp 5/15/2026
Exit EVERSPIN TECHNOLOGIES INC COM -160 Exit 0.00 pp 5/15/2026
Add MORGAN STANLEY COM NEW +56 +6.8% 0.00 pp 5/15/2026
Reduce ANIXA BIOSCIENCES INC -247 -16.2% 0.00 pp 5/15/2026
Exit ERSTE GROUP BK A G SPONSORED A -24 Exit 0.00 pp 5/15/2026
Reduce CULLEN FROST BANKERS COM -31 -11.5% 0.00 pp 5/15/2026
Reduce RIVERVIEW BANCORP INC COM -1,691 -7.6% 0.00 pp 5/15/2026
Reduce GILDAN ACTIVEWEAR INC COM -19 -35.8% 0.00 pp 5/15/2026
Add PIMCO ETF TR ENHAN SHRT MAT +2 0.0% 0.00 pp 5/15/2026
Reduce DAIMLER AG UNSPONSOR ADR -78 -79.6% 0.00 pp 5/15/2026
Add ARMSTRONG WORLD INDS INC +207 +16.6% 0.00 pp 5/15/2026
Exit E ON SE SPONSORED ADR -73 Exit 0.00 pp 5/15/2026
New LITHIUM AMERICAS CORP COM +350 New 0.00 pp 5/15/2026
Reduce PETROLEO BRASILEIRO SA PETROBR -292 -34.9% 0.00 pp 5/15/2026
Add SPDR PORTFOLIO TOTAL STOCK MAR +8 +1.4% 0.00 pp 5/15/2026
Add KINROSS GOLD +40 +66.7% 0.00 pp 5/15/2026
New COMPANHIA SIDERURGICA SPONSORE +1,092 New 0.00 pp 5/15/2026
Reduce WEC ENERGY GROUP INC -55 -7.3% 0.00 pp 5/15/2026
Reduce WEX INC COM -15 -6.4% 0.00 pp 5/15/2026
Exit CALIFORNIA RESOURCES CORP -30 Exit 0.00 pp 5/15/2026
New GRAYSCALE DIGITAL LAR CAP FUND +42 New 0.00 pp 5/15/2026
Reduce WORKIVA INC -9 -31.0% 0.00 pp 5/15/2026
Exit BAIDU INC SPON ADR REP A -10 Exit 0.00 pp 5/15/2026
New OBSIDIAN ENERGY +137 New 0.00 pp 5/15/2026
Reduce LUMEN TECHNOLOGIES INC -60 -5.7% 0.00 pp 5/15/2026
Add FUNDSTRAT GRANNY SHOTS US LARG +78 +2.2% 0.00 pp 5/15/2026
Reduce VENTAS INC COM -24 -14.9% 0.00 pp 5/15/2026
New ATLAS LITHIUM CORP COM NEW +285 New 0.00 pp 5/15/2026
Add RBA 260618C00125000 call +188 +1566.7% 0.00 pp 5/15/2026
Reduce ISHARES TR RUSSELL 2000 -40 -0.7% 0.00 pp 5/15/2026
New FUTU HOLDINGS LTD +9 New 0.00 pp 5/15/2026
New NUVEEN REAL ASSET INCOME & GRO +100 New 0.00 pp 5/15/2026
Exit BEONE MEDICINES LTD ADR -4 Exit 0.00 pp 5/15/2026
Exit CLP HOLDINGS LTD -133 Exit 0.00 pp 5/15/2026
New DMC GLOBAL INC +229 New 0.00 pp 5/15/2026
Add INVITATION HOMES INC +50 +227.3% 0.00 pp 5/15/2026
Add GLOBAL X DATA CENTER & INFRAST +18 +7.1% 0.00 pp 5/15/2026
Exit IMCDY GROUP ADR -25 Exit 0.00 pp 5/15/2026
New ENSIGN ENERGY SVGS INC COM +431 New 0.00 pp 5/15/2026
Exit STELLANTIS NV -101 Exit 0.00 pp 5/15/2026
Reduce MOSAIC CO NEW COM -753 -5.9% 0.00 pp 5/15/2026
Add FIRST TRUST NASDAQ CYBRSCRTY E +57 +10.8% 0.00 pp 5/15/2026
Add MAGNA INTL INC CL A +18 +138.5% 0.00 pp 5/15/2026
Reduce AIA GROUP LTD SPONSORED ADR -124 -9.7% 0.00 pp 5/15/2026
Exit U S PHYSICAL THERAPY -13 Exit 0.00 pp 5/15/2026
Add GERDAU SA ADR +281 +432.3% 0.00 pp 5/15/2026
Add VERISK ANALYTICS INC CL A +62 +16.5% 0.00 pp 5/15/2026
New TSEM 270115P00020000 put +100 New 0.00 pp 5/15/2026
Add INTL PAPER CO COM +56 +20.5% 0.00 pp 5/15/2026
Reduce FTI CONSULTING INC COM -41 -3.0% 0.00 pp 5/15/2026
New APPLE HOSPITALITY REIT INC +83 New 0.00 pp 5/15/2026
Reduce SUNCOR ENERGY INC NEW COM -51 -45.5% 0.00 pp 5/15/2026
Reduce ISHARES CONVERTIBLE BOND ETF -14 -2.0% 0.00 pp 5/15/2026
Reduce NUVEEN MUN VALUE FD INC COM -47 -0.7% 0.00 pp 5/15/2026
Reduce TOKYO ELECTRON LTD ADR -11 -28.9% 0.00 pp 5/15/2026
New USINAS SIDERURGICAS DE MINAS G +751 New 0.00 pp 5/15/2026
New FLUTTER ENTERTAINMENT PLC +9 New 0.00 pp 5/15/2026
Add PROSHARES TR PSHS ULTRA DOW30 +1 +0.5% 0.00 pp 5/15/2026
New WBD 260417C00028000 call +90 New 0.00 pp 5/15/2026
Add ISHARES TR FLTG RATE NT +8 +0.1% 0.00 pp 5/15/2026
New LARGO INC COM NPV +795 New 0.00 pp 5/15/2026
New NOUVEAU MONDE GRAPHITE INC +395 New 0.00 pp 5/15/2026
Exit AMERESCO INC CL A -30 Exit 0.00 pp 5/15/2026
Add ISHARES EDGE MSCI USA VALUE FA +1 +0.7% 0.00 pp 5/15/2026
New MOTLEY FOOL MID CAP GROWTH ETF +43 New 0.00 pp 5/15/2026
Add GLOBAL X FDS GLOBAL X COPPER +6 +7.1% 0.00 pp 5/15/2026
Add EVEREST GROUP LTD COM +12 +3.2% 0.00 pp 5/15/2026
Exit AMERICA MOVIL SAB DE CV -39 Exit 0.00 pp 5/15/2026
Exit WESTERN MIDSTREAM PARTNERS LP -20 Exit 0.00 pp 5/15/2026
Reduce TRANE TECHNOLOGIES PLC -3 -4.1% 0.00 pp 5/15/2026
Exit CRODA INTERNATIONAL PLC -43 Exit 0.00 pp 5/15/2026
Add ISHARES TR IBONDS 27 ETF +1 0.0% 0.00 pp 5/15/2026
Exit GODADDY INC -6 Exit 0.00 pp 5/15/2026
Reduce DIMENSIONAL ETF TRUST INTERNAT -7 -0.5% 0.00 pp 5/15/2026
New TELEFONICA SA SPON ADR +168 New 0.00 pp 5/15/2026
Exit GAIA INC NEW CL A -200 Exit 0.00 pp 5/15/2026
Reduce JULIUS BAER GROUP LTD UNSPONSO -45 -66.2% 0.00 pp 5/15/2026
Exit ALKAMI TECHNOLOGY INC -31 Exit 0.00 pp 5/15/2026
Exit AGILYSYS INC COM -6 Exit 0.00 pp 5/15/2026
Exit BRAND ENGAGEMENT NETWORK WARRA -16,048 Exit 0.00 pp 5/15/2026
Reduce TERUMO CORP -46 -59.7% 0.00 pp 5/15/2026
Reduce DARDEN RESTAURANTS INC COM -9 -10.1% 0.00 pp 5/15/2026
Reduce HERMES INTL SCA ADR -2 -40.0% 0.00 pp 5/15/2026
Exit CHUNGHWA TELECOM CO LTD -16 Exit 0.00 pp 5/15/2026
Reduce CANADIAN NATL RY CO COM -17 -6.2% 0.00 pp 5/15/2026
New AMERICAN LITHIUM CORP COM +1,687 New 0.00 pp 5/15/2026
Reduce GRUPO FINANCIERO BANORTE ADR -71 -19.5% 0.00 pp 5/15/2026
Reduce UPM KYMMENE CORPORATION -23 -65.7% 0.00 pp 5/15/2026
Add COMPASS PATHWAYS PLC +700 +29.5% 0.00 pp 5/15/2026
Exit LEVI STRAUSS &CO NEW CL A COM -30 Exit 0.00 pp 5/15/2026
Add ROUNDHILL GENERATIVE AI & TECH +9 +75.0% 0.00 pp 5/15/2026
Exit CSW INDUSTRIALS INC COM -2 Exit 0.00 pp 5/15/2026
Exit PROCORE TECHNOLOGIES INC -8 Exit 0.00 pp 5/15/2026
Add COLUMBIA SPORTSWEAR CO COM +13 +2.7% 0.00 pp 5/15/2026
Add EURONET WORLDWIDE INC +64 +17.0% 0.00 pp 5/15/2026
Add AMERICAN BATTERY TECHNOLOGY CO +241 +108.6% 0.00 pp 5/15/2026
Add GLOBAL X AUTONOMOUS AND ELECTR +1 +0.2% 0.00 pp 5/15/2026
Exit AMBEV S A SPONSORED -212 Exit 0.00 pp 5/15/2026
Reduce UNITED OVERSEAS BK LTD SPONSOR -11 -26.2% 0.00 pp 5/15/2026
Add ATLASSIAN CORPORATION PLC +35 +175.0% 0.00 pp 5/15/2026
Exit JAMF HOLDING CORP -38 Exit 0.00 pp 5/15/2026
Reduce ENTERGY CORP NEW COM -21 -14.7% 0.00 pp 5/15/2026
Add AMPLIFY ETF TR ALTRNTV HARV ET +30 +96.8% 0.00 pp 5/15/2026
Add VANGUARD MORTGAGE-BACKED SECUR +25 +0.4% 0.00 pp 5/15/2026
Exit ACV AUCTIONS -58 Exit 0.00 pp 5/15/2026
Exit GOOSEHEAD INSURANCE INC -A -6 Exit 0.00 pp 5/15/2026
Exit BYD CO LTD -36 Exit 0.00 pp 5/15/2026
Exit STEVANATO GROUP S.P.A. COM NPV -21 Exit 0.00 pp 5/15/2026
Exit STRAUMANN HOLDING AG -36 Exit 0.00 pp 5/15/2026
Add BLACKSTONE PRIVATE CREDIT FUND +92 +2.5% 0.00 pp 5/15/2026
Reduce DEUTSCHE BOERSE UNSPONSORD ADR -19 -35.2% 0.00 pp 5/15/2026
Exit KORNIT DIGITAL LTD -27 Exit 0.00 pp 5/15/2026
Exit INSPIRE MEDICAL SYSTEMS INC -4 Exit 0.00 pp 5/15/2026
Reduce SIMON PPTY GROUP NEW COM -7 -1.0% 0.00 pp 5/15/2026
Add TEMA ETF TRUST ELECTRIFICATION +8 +61.5% 0.00 pp 5/15/2026
Reduce SCHWAB STRATEGIC TR EMRG MKTEQ -65 -0.5% 0.00 pp 5/15/2026
Exit GLOBAL MEDICAL REIT -10 Exit 0.00 pp 5/15/2026
Exit DOUBLEVERIFY HOLDINGS INC -27 Exit 0.00 pp 5/15/2026
Add GRIFFON CORPORATION +1 +0.2% 0.00 pp 5/15/2026
Exit SIKA AG -15 Exit 0.00 pp 5/15/2026
Exit PHREESIA INC -17 Exit 0.00 pp 5/15/2026
Add PRUDENTIAL GIA +9 +8.0% 0.00 pp 5/15/2026
New CORSAIR GAMING INC +50 New 0.00 pp 5/15/2026
Exit ETSY INC COM -5 Exit 0.00 pp 5/15/2026
New NEXTSOURCE MATERIALS INC +1,350 New 0.00 pp 5/15/2026
Exit ZAI LAB LIMITED ADS EACH REP 1 -15 Exit 0.00 pp 5/15/2026
Add PEOPLES BANCORP INC COM +1 +1.3% 0.00 pp 5/15/2026
Exit GRID DYNAMICS HOLDINGS INC -28 Exit 0.00 pp 5/15/2026
Exit IEP 260116C00017500 call -101 Exit 0.00 pp 5/15/2026
Exit LIVEPERSON INC -62 Exit 0.00 pp 5/15/2026
Add BIOMED REALTY TRUST COM +312 +28.7% 0.00 pp 5/15/2026
New VENHUB GLOBAL +372 New 0.00 pp 5/15/2026
Add WORKDAY INC-CLASS A +44 +68.8% 0.00 pp 5/15/2026
Add SPDR PORTFOLIO AGGREGATE BOND +43 +0.6% 0.00 pp 5/15/2026
Exit WAUSAU PAPER CORP -10 Exit 0.00 pp 5/15/2026
Exit SHIN ETSU CHEM CO LTD ADR -14 Exit 0.00 pp 5/15/2026
Reduce HEXCEL CORPORATION -42 -9.3% 0.00 pp 5/15/2026
Add BARRICK MINING +11 +12.8% 0.00 pp 5/15/2026
Add NORTHSTAR CLEAN TECHNOLOGIES I +3,029 +31.8% 0.00 pp 5/15/2026
Add INVESCO S&P 500 QUALITY ETF +2 +0.4% 0.00 pp 5/15/2026
Exit ALEANNA EQUITY WTS -1,385 Exit 0.00 pp 5/15/2026
Reduce FOSTER L B CO COM -410 -3.5% 0.00 pp 5/15/2026
Exit CERTARA -21 Exit 0.00 pp 5/15/2026
New WBD 260618C00030000 call +20 New 0.00 pp 5/15/2026
Add ISHARES IBONDS DEC 2026 TERM C +1 0.0% 0.00 pp 5/15/2026
Add CURALEAF HOLDINGS INC +85 +566.7% 0.00 pp 5/15/2026
Add FRANKLIN RES INC COM +18 +1.9% 0.00 pp 5/15/2026
Add CREDIT ACCEP CORP MICH COM +2 +5.9% 0.00 pp 5/15/2026
Add CTO REALTY GROWTH INC COM +7 +1.7% 0.00 pp 5/15/2026
Exit ORTHOPEDIATRICS CORP -9 Exit 0.00 pp 5/15/2026
Add VIRGIN GALACTIC HOLDINGS INC +105 +70.0% 0.00 pp 5/15/2026
Exit REDWOOD TR INC COM -25 Exit 0.00 pp 5/15/2026
Exit NEOGEN CORP COM -18 Exit 0.00 pp 5/15/2026
New OPENDOOR TECHNOLOGIES INC +25 New 0.00 pp 5/15/2026
Reduce CHEWY INC -1 -7.7% 0.00 pp 5/15/2026
Reduce LORDSTOWN MOTORS CORP -66 -98.5% 0.00 pp 5/15/2026
Reduce TALOS 6000 INC -56 -27.2% 0.00 pp 5/15/2026
Add WEST PHARMACEUTCL SVCS COM +6 +9.2% 0.00 pp 5/15/2026
Add SERVICETITAN INC SHS CL A +38 +65.5% 0.00 pp 5/15/2026
Add GOLDMAN SACHS EQUAL WEIGHT US +2 +0.5% 0.00 pp 5/15/2026
Exit SPY 260116P00550000 put -10 Exit 0.00 pp 5/15/2026
Exit AAPL 260116P00225000 put -21 Exit 0.00 pp 5/15/2026
Add BRIGHTHOUSE FINL INC COM +24 +8.5% 0.00 pp 5/15/2026
Add VANECK ETF TRUST MOODYS ANLTCS +5 +0.7% 0.00 pp 5/15/2026
Add DEUTSCHE POST AG SPONSORED ADR +16 +100.0% 0.00 pp 5/15/2026
Exit PLUG POWER INC -10 Exit 0.00 pp 5/15/2026
New PLANET 13 HOLDINGS +125 New 0.00 pp 5/15/2026
Reduce TILRAY -1 -25.0% 0.00 pp 5/15/2026
Add VANGUARD SHORT TERM TREASURY +2 +0.4% 0.00 pp 5/15/2026
New NEXTECH3D AI CORP F +150 New 0.00 pp 5/15/2026
Exit XLC 260116P00080000 put -1,200 Exit 0.00 pp 5/15/2026
Exit E MED FUTURE INC COM -3,000 Exit 0.00 pp 5/15/2026
Exit LATCH INC COM -10 Exit 0.00 pp 5/15/2026
Exit STRYVE FOODS INC -17,300 Exit 0.00 pp 5/15/2026
New ARWAY CORP COM +5 New 0.00 pp 5/15/2026
Exit ATLANTIS PLASTICS INC -640 Exit 0.00 pp 5/15/2026
Exit AVGO 260116P00210000 put -20 Exit 0.00 pp 5/15/2026
New CYBERARK SOFTWARE LTD +94 New 0.00 pp 5/15/2026
Exit EARTHSHELL CORP COM NEW -250 Exit 0.00 pp 5/15/2026
Exit FAB UNVL CORP COM -142 Exit 0.00 pp 5/15/2026
Exit G C I LIBERTY INC -3,634 Exit 0.00 pp 5/15/2026
Exit HALL OF FAME RESORT & ENTMT CO -1 Exit 0.00 pp 5/15/2026
Exit LCID1 260116C00012000 call -20 Exit 0.00 pp 5/15/2026
Reduce MEDMEN ENTERPRISES INC -9,766 -97.7% 0.00 pp 5/15/2026
Add MEDMEN ENTERPRISES INC COM +9,766 +4173.5% 0.00 pp 5/15/2026
Reduce NATUR INTERNATIONAL CORPORATIO -30 -21.1% 0.00 pp 5/15/2026
Exit NAVIDEA BIOPHARMACEUTICALS INC -100 Exit 0.00 pp 5/15/2026
Add RETAIL VALUE INC ESCROW +147 +45.2% 0.00 pp 5/15/2026
Exit SNAP 260116C00035000 call -25 Exit 0.00 pp 5/15/2026
Exit SORRENTO THERAPEUTICS INC -5 Exit 0.00 pp 5/15/2026
Reduce THAI FUND -394 -66.3% 0.00 pp 5/15/2026
New TOGGLE3D.AI INC +5 New 0.00 pp 5/15/2026
Add WALGREENS BOOTS ALLIANCE +543 +36.2% 0.00 pp 5/15/2026