# Crestwood Advisors Group, LLC: Form 13F holdings

An institutional investment manager in BOSTON, MA. SEC CIK 1426853.

- Quarter ended: 2026-06-30
- Filed: 2026-08-03
- Reported value: $6.74bn
- Positions: 880 (985 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1426853/000142685326000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLE INC COM (AAPL)](/companies/aapl.md) | Stock | $396.3m | 5.9% | 1,369,680 |  | Reduced −23,068 |
| ISHARES CORE S&P 500 ETF | ETF | $355.9m | 5.3% | 475,264 |  | Added +39,931 |
| [ALPHABET INC CAP STK CL A (GOOGL)](/companies/googl.md) | Stock | $250.9m | 3.7% | 702,017 |  | Reduced −25,985 |
| [NVIDIA CORPORATION COM (NVDA)](/companies/nvda.md) | Stock | $204.5m | 3.0% | 1,021,922 |  | Reduced −964 |
| [MICROSOFT CORP COM (MSFT)](/companies/msft.md) | Stock | $204.2m | 3.0% | 547,463 |  | Added +11,543 |
| [AMAZON COM INC COM (AMZN)](/companies/amzn.md) | Stock | $186.8m | 2.8% | 783,936 |  | Reduced −44,467 |
| [APPLIED MATLS INC COM (AMAT)](/companies/amat.md) | Stock | $173.7m | 2.6% | 240,264 |  | Reduced −44,727 |
| APPLIED FINANCE VALUATION LARGE CAP ETF | ETF | $138.1m | 2.0% | 2,986,485 |  | Added +162,155 |
| [ALPHABET INC CAP STK CL C (GOOGL)](/companies/googl.md) | Stock | $124.3m | 1.8% | 351,926 |  | Added +6,490 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $119.5m | 1.8% | 1,207,232 |  | Added +67,990 |
| [BROADCOM INC COM (AVGO)](/companies/avgo.md) | Stock | $118.8m | 1.8% | 314,413 |  | Added +3,127 |
| [LAM RESEARCH CORP COM NEW (LRCX)](/companies/lrcx.md) | Stock | $116.0m | 1.7% | 267,669 |  | Reduced −10,096 |
| [KLA CORP COM NEW (KLAC)](/companies/klac.md) | Stock | $109.8m | 1.6% | 364,068 |  | Added +323,234 |
| [VISA INC COM CL A (V)](/companies/v.md) | Stock | $109.6m | 1.6% | 319,578 |  | Reduced −4,766 |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | $100.5m | 1.5% | 1,742,537 |  | Added +15,890 |
| [JPMORGAN CHASE & CO COM (JPM)](/companies/jpm.md) | Stock | $90.0m | 1.3% | 274,922 |  | Added +7,997 |
| [BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B)](/companies/brk-b.md) | Stock | $85.2m | 1.3% | 170,178 |  | Reduced −25,996 |
| GMO US QUALITY ETF | ETF | $82.1m | 1.2% | 1,971,647 |  | Added +201,927 |
| ISHARES U.S. TREASURY BOND ETF | ETF | $80.3m | 1.2% | 3,526,231 |  | Added +70,263 |
| JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | ETF | $79.9m | 1.2% | 1,023,610 |  | Added +20,260 |
| [AMPHENOL CORP CL A (APH)](/companies/aph.md) | Stock | $73.3m | 1.1% | 415,991 |  | Reduced −8,064 |
| [QUANTA SVCS INC COM (PWR)](/companies/pwr.md) | Stock | $71.7m | 1.1% | 99,628 |  | Reduced −564 |
| [HILTON WORLDWIDE HLDGS INC COM (HLT)](/companies/hlt.md) | Stock | $70.3m | 1.0% | 212,748 |  | Reduced −14,459 |
| [META PLATFORMS INC CL A (META)](/companies/meta.md) | Stock | $69.8m | 1.0% | 123,970 |  | Reduced −11,705 |
| [JOHNSON & JOHNSON COM (JNJ)](/companies/jnj.md) | Stock | $68.2m | 1.0% | 268,723 |  | Added +13,227 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | $67.4m | 1.0% | 658,794 |  | Added +193,638 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | $66.4m | 1.0% | 616,861 |  | Added +50,487 |
| [COSTCO WHOLESALE CORPORATION COM (COST)](/companies/cost.md) | Stock | $66.2m | 1.0% | 70,789 |  | Reduced −3,284 |
| [TJX COS INC NEW COM (TJX)](/companies/tjx.md) | Stock | $66.2m | 1.0% | 436,752 |  | Reduced −10,938 |
| ISHARES CORE MSCI EAFE ETF | ETF | $58.3m | 0.9% | 603,713 |  | Added +6,175 |
| [HOME DEPOT INC COM (HD)](/companies/hd.md) | Stock | $58.2m | 0.9% | 165,107 |  | Reduced −5,681 |
| [BLACKSTONE INC COM (BX)](/companies/bx.md) | Stock | $58.0m | 0.9% | 492,942 |  | Reduced −7,246 |
| [ELI LILLY & CO COM (LLY)](/companies/lly.md) | Stock | $53.2m | 0.8% | 44,320 |  | Added +8,972 |
| [BOOKING HOLDINGS INC COM (BKNG)](/companies/bkng.md) | Stock | $51.1m | 0.8% | 286,406 |  | Added +269,162 |
| [STATE STREET SPDR S&P 500 ETF (SPY)](/companies/spy.md) | ETF | $50.3m | 0.7% | 67,367 |  | Added +5,868 |
| VANGUARD S&P 500 ETF | ETF | $48.7m | 0.7% | 70,923 |  | Added +1,026 |
| [QUALCOMM INC COM (QCOM)](/companies/qcom.md) | Stock | $46.7m | 0.7% | 252,660 |  | Reduced −1,722 |
| [BANK OF AMER CORP COM (BAC)](/companies/bac.md) | Stock | $46.6m | 0.7% | 817,324 |  | Reduced −10,866 |
| [DANAHER CORP DEL COM (DHR)](/companies/dhr.md) | Stock | $44.8m | 0.7% | 235,276 |  | Reduced −51,260 |
| [XYLEM INC COM (XYL)](/companies/xyl.md) | Stock | $43.1m | 0.6% | 364,612 |  | Reduced −40,389 |
| ASTRAZENECA PLC ORD | ADR | $42.5m | 0.6% | 224,312 |  | Reduced −8,555 |
| [MASTERCARD INCORPORATED CL A (MA)](/companies/ma.md) | Stock | $42.4m | 0.6% | 82,614 |  | Added +11,226 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | $42.2m | 0.6% | 396,595 |  | Reduced −37,513 |
| [KINDER MORGAN INC DEL COM (KMI)](/companies/kmi.md) | Stock | $41.3m | 0.6% | 1,290,498 |  | Added +2,363 |
| ISHARES CORE S&P MID-CAP ETF | ETF | $40.6m | 0.6% | 526,930 |  | Added +18,538 |
| [BERKSHIRE HATHAWAY INC DEL CL A (BRK-B)](/companies/brk-b.md) | Stock | $39.7m | 0.6% | 53 |  | Reduced −2 |
| [UNITED RENTALS INC COM (URI)](/companies/uri.md) | Stock | $39.5m | 0.6% | 34,889 |  | Reduced −409 |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | ETF | $37.0m | 0.5% | 721,501 |  | Added +73,522 |
| [TEXAS INSTRS INC COM (TXN)](/companies/txn.md) | Stock | $36.8m | 0.5% | 123,511 |  | Reduced −15,030 |
| INVESCO QQQ TRUST SERIES I | ETF | $36.6m | 0.5% | 49,701 |  | Added +5,755 |
| [THERMO FISHER SCIENTIFIC INC COM (TMO)](/companies/tmo.md) | Stock | $36.0m | 0.5% | 71,767 |  | Reduced −21,536 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | $35.1m | 0.5% | 694,212 |  | Reduced −20,902 |
| INVESCO S&P MIDCAP QUALITY ETF | ETF | $34.1m | 0.5% | 302,466 |  | Added +6,453 |
| [ABBVIE INC COM (ABBV)](/companies/abbv.md) | Stock | $30.9m | 0.5% | 122,966 |  | Added +2,869 |
| [METTLER TOLEDO INTERNATIONAL COM (MTD)](/companies/mtd.md) | Stock | $30.4m | 0.5% | 23,777 |  | Reduced −156 |
| [US BANCORP COM NEW (USB)](/companies/usb.md) | Stock | $28.7m | 0.4% | 475,933 |  | Reduced −7,924 |
| NXP SEMICONDUCTORS N V COM | Stock | $27.2m | 0.4% | 96,887 |  | Added +374 |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | ETF | $26.9m | 0.4% | 302,361 |  | Added +22,442 |
| [ORACLE CORP COM (ORCL)](/companies/orcl.md) | Stock | $26.7m | 0.4% | 182,471 |  | Reduced −5,841 |
| [PEPSICO INC COM (PEP)](/companies/pep.md) | Stock | $26.3m | 0.4% | 193,926 |  | Reduced −7,513 |
| [EOG RES INC COM (EOG)](/companies/eog.md) | Stock | $26.2m | 0.4% | 201,880 |  | Added +2,871 |
| [HONEYWELL INTL INC COM (HON)](/companies/hon.md) | Stock | $25.7m | 0.4% | 114,577 |  | New +114,577 |
| [HONEYWELL AEROSPACE INC COM (HONA)](/companies/hona.md) | Stock | $25.3m | 0.4% | 114,381 |  | New +114,381 |
| [CATERPILLAR INC COM (CAT)](/companies/cat.md) | Stock | $24.9m | 0.4% | 23,348 |  | Reduced −782 |
| [MANULIFE FINL CORP COM (MFC)](/companies/mfc.md) | Stock | $23.5m | 0.3% | 579,513 |  | Reduced −759 |
| [PALO ALTO NETWORKS INC COM (PANW)](/companies/panw.md) | Stock | $23.2m | 0.3% | 68,072 |  | Reduced −3,413 |
| [CISCO SYS INC COM (CSCO)](/companies/csco.md) | Stock | $23.0m | 0.3% | 196,222 |  | Reduced −1,095 |
| [MICRON TECHNOLOGY INC COM (MU)](/companies/mu.md) | Stock | $23.0m | 0.3% | 19,949 |  | Added +12,709 |
| [EXXONMOBIL HOLDINGS CORP COM SHS (XOM)](/companies/xom.md) | Stock | $23.0m | 0.3% | 168,072 |  | New +168,072 |
| [PROCTER & GAMBLE CO COM (PG)](/companies/pg.md) | Stock | $22.9m | 0.3% | 156,193 |  | Reduced −5,022 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $22.9m | 0.3% | 276,283 |  | Added +87,285 |
| [S&P GLOBAL INC COM (SPGI)](/companies/spgi.md) | Stock | $22.9m | 0.3% | 56,119 |  | Reduced −9,886 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | $22.8m | 0.3% | 138,849 |  | Reduced −2,884 |
| VANGUARD MORNINGSTAR MID-CAP ETF | ETF | $20.6m | 0.3% | 255,199 |  | Added +191,014 |
| [TRANSDIGM GROUP INC COM (TDG)](/companies/tdg.md) | Stock | $19.2m | 0.3% | 14,451 |  | Added +12,648 |
| ISHARES RUSSELL 3000 ETF | ETF | $17.6m | 0.3% | 41,335 |  | Reduced −1,208 |
| [GOLDMAN SACHS GROUP INC COM (GS)](/companies/gs.md) | Stock | $17.5m | 0.3% | 17,297 |  | Added +940 |
| [SEI INVTS CO COM (SEIC)](/companies/seic.md) | Stock | $17.3m | 0.3% | 197,095 |  | Added +882 |
| [NEXTERA ENERGY INC COM (NEE)](/companies/nee.md) | Stock | $16.1m | 0.2% | 183,905 |  | Added +44,417 |
| [WILLIAMS COS INC COM (WMB)](/companies/wmb.md) | Stock | $15.9m | 0.2% | 214,426 |  | Added +1,213 |
| [MARSH & MCLENNAN COS INC COM (MRSH)](/companies/mrsh.md) | Stock | $15.6m | 0.2% | 93,339 |  | Reduced −3,397 |
| [EDWARDS LIFESCIENCES CORP COM (EW)](/companies/ew.md) | Stock | $15.4m | 0.2% | 170,529 |  | Added +380 |
| [ADVANCED MICRO DEVICES INC COM (AMD)](/companies/amd.md) | Stock | $15.1m | 0.2% | 26,040 |  | Added +10,313 |
| [CME GROUP INC COM (CME)](/companies/cme.md) | Stock | $14.9m | 0.2% | 67,639 |  | Reduced −85,820 |
| [MERCK & CO INC COM (MRK)](/companies/mrk.md) | Stock | $14.7m | 0.2% | 114,219 |  | Reduced −993 |
| VANGUARD MORNINGSTAR SMALL-CAP ETF | ETF | $14.7m | 0.2% | 48,362 |  | Reduced −66 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $14.5m | 0.2% | 97,537 |  | Reduced −5,465 |
| [ANALOG DEVICES INC COM (ADI)](/companies/adi.md) | Stock | $14.4m | 0.2% | 36,369 |  | Reduced −909 |
| [TESLA INC COM (TSLA)](/companies/tsla.md) | Stock | $13.9m | 0.2% | 33,146 |  | Added +9,178 |
| [SALESFORCE INC COM (CRM)](/companies/crm.md) | Stock | $13.5m | 0.2% | 86,290 |  | Reduced −44,391 |
| [CHEVRON CORPORATION COM (CVX)](/companies/cvx.md) | Stock | $13.5m | 0.2% | 81,532 |  | Reduced −958 |
| [GE VERNOVA INC COM (GEV)](/companies/gev.md) | Stock | $13.5m | 0.2% | 11,468 |  | Added +2,439 |
| [STIFEL FINL CORP COM (SF)](/companies/sf.md) | Stock | $13.4m | 0.2% | 192,044 |  | Reduced −1,552 |
| TRANE TECHNOLOGIES PLC SHS | Stock | $12.8m | 0.2% | 26,111 |  | Reduced −481 |
| ISHARES MSCI EAFE ETF | ETF | $12.1m | 0.2% | 116,468 |  | Reduced −2,091 |
| [STRYKER CORPORATION COM (SYK)](/companies/syk.md) | Stock | $12.0m | 0.2% | 38,236 |  | Reduced −5,059 |
| [UNIVERSAL DISPLAY CORP COM (OLED)](/companies/oled.md) | Stock | $11.7m | 0.2% | 134,642 |  | Reduced −13,121 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $11.6m | 0.2% | 49,220 |  | Reduced −113 |
| [COCA COLA CO COM (KO)](/companies/ko.md) | Stock | $11.6m | 0.2% | 142,872 |  | Reduced −3,290 |
| ISHARES CORE S&P US VALUE ETF | ETF | $11.6m | 0.2% | 104,872 |  | Added +53 |
| ISHARES FLOATING RATE BOND ETF | ETF | $11.1m | 0.2% | 216,691 |  | Added +7,624 |
| [SERVICENOW INC COM (NOW)](/companies/now.md) | Stock | $10.9m | 0.2% | 109,409 |  | Reduced −17,964 |
| [WALMART INC COM (WMT)](/companies/wmt.md) | Stock | $10.8m | 0.2% | 95,014 |  | Added +22,624 |
| [STAG INDUSTRIAL INC COM (STAG)](/companies/stag.md) | REIT | $10.7m | 0.2% | 280,862 |  | Reduced −11,671 |
| [COMFORT SYS USA INC COM (FIX)](/companies/fix.md) | Stock | $10.6m | 0.2% | 5,371 |  | Added +2,769 |
| VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND | ETF | $10.6m | 0.2% | 153,584 |  | Added +37,491 |
| [SCHWAB CHARLES CORP COM (SCHW)](/companies/schw.md) | Stock | $10.6m | 0.2% | 114,586 |  | Reduced −18,808 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ETF | $10.5m | 0.2% | 217,189 |  | Added +16,124 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $10.4m | 0.2% | 118,234 |  | Reduced −10,294 |
| [VALERO ENERGY CORP COM (VLO)](/companies/vlo.md) | Stock | $10.4m | 0.2% | 39,783 |  | Added +4,086 |
| [JACOBS SOLUTIONS INC COM (J)](/companies/j.md) | Stock | $10.3m | 0.2% | 81,891 |  | Reduced −2,446 |
| [CORNING INC COM (GLW)](/companies/glw.md) | Stock | $9.9m | 0.1% | 38,872 |  | Reduced −1,048 |
| [CHURCH & DWIGHT CO INC COM (CHD)](/companies/chd.md) | Stock | $9.8m | 0.1% | 101,564 |  | Reduced −4,032 |
| [INTERNATIONAL BUSINESS MACHS COM (IBM)](/companies/ibm.md) | Stock | $9.7m | 0.1% | 34,493 |  | Added +455 |
| JPMORGAN EQUITY FOCUS ETF | ETF | $9.6m | 0.1% | 119,383 |  | Added +20,356 |
| [RTX CORPORATION COM (RTX)](/companies/rtx.md) | Stock | $9.3m | 0.1% | 48,843 |  | Added +1,114 |
| [INTEL CORP COM (INTC)](/companies/intc.md) | Stock | $9.1m | 0.1% | 65,297 |  | Added +29,992 |
| [KEYSIGHT TECHNOLOGIES INC COM (KEYS)](/companies/keys.md) | Stock | $8.6m | 0.1% | 24,527 |  | Reduced −6 |
| [LAZARD INC COM (LAZ)](/companies/laz.md) | Stock | $8.5m | 0.1% | 202,261 |  | Added +3,106 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | $8.3m | 0.1% | 158,147 |  | Added +176 |
| [AKAMAI TECHNOLOGIES INC COM (AKAM)](/companies/akam.md) | Stock | $8.2m | 0.1% | 69,620 |  | Reduced −66 |
| [SHERWIN WILLIAMS CO COM (SHW)](/companies/shw.md) | Stock | $8.2m | 0.1% | 23,823 |  | Reduced −48,397 |
| [MCDONALDS CORP COM (MCD)](/companies/mcd.md) | Stock | $7.9m | 0.1% | 29,410 |  | Reduced −2,241 |
| [ABBOTT LABORATORIES COM (ABT)](/companies/abt.md) | Stock | $7.8m | 0.1% | 85,594 |  | Reduced −4,880 |
| [ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN (AB)](/companies/ab.md) | Stock | $7.6m | 0.1% | 214,633 |  | Reduced −3,650 |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | ETF | $7.5m | 0.1% | 294,425 |  | Reduced −4,375 |
| [ARES CAPITAL CORP COM (ARCC)](/companies/arcc.md) | CEF | $7.4m | 0.1% | 396,855 |  | Added +16,414 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | $7.2m | 0.1% | 19,459 |  | Added +135 |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | ETF | $7.1m | 0.1% | 154,646 |  | Reduced −8,426 |
| [UNION PAC CORP COM (UNP)](/companies/unp.md) | Stock | $7.0m | 0.1% | 25,805 |  | Added +1,493 |
| EATON CORP PLC SHS | Stock | $6.8m | 0.1% | 16,074 |  | Added +735 |
| ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | ETF | $6.8m | 0.1% | 79,742 |  | Reduced −139 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | ETF | $6.8m | 0.1% | 82,109 |  | Reduced −573 |
| [EMERSON ELEC CO COM (EMR)](/companies/emr.md) | Stock | $6.8m | 0.1% | 47,364 |  | Added +206 |
| [INDEPENDENT BK CORP MASS COM (INDB)](/companies/indb.md) | Stock | $6.7m | <0.1% | 80,524 |  | Reduced −84 |
| [PARKER-HANNIFIN CORP COM (PH)](/companies/ph.md) | Stock | $6.5m | <0.1% | 6,609 |  | Added +1,570 |
| [CARDINAL HEALTH INC COM (CAH)](/companies/cah.md) | Stock | $6.3m | <0.1% | 26,447 |  | Added +12,744 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $6.2m | <0.1% | 49,789 |  | Added +37,430 |
| [HUNTINGTON BANCSHARES INC COM (HBAN)](/companies/hban.md) | Stock | $6.0m | <0.1% | 335,922 |  | Reduced −4,559 |
| [TAPESTRY INC COM (TPR)](/companies/tpr.md) | Stock | $5.9m | <0.1% | 40,286 |  | Added +37,870 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $5.8m | <0.1% | 64,378 |  | Added +5,904 |
| [GE AEROSPACE COM NEW (GE)](/companies/ge.md) | Stock | $5.8m | <0.1% | 15,578 |  | Reduced −214 |
| [CBRE GROUP INC CL A (CBRE)](/companies/cbre.md) | Stock | $5.8m | <0.1% | 42,726 |  | Added +16,572 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | $5.5m | <0.1% | 59,970 |  | Added +978 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | $5.5m | <0.1% | 28,790 |  | Reduced −2,794 |
| [TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TSM)](/companies/tsm.md) | ADR | $5.4m | <0.1% | 11,343 |  | Added +2,183 |
| VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | ETF | $5.4m | <0.1% | 14,761 |  | Added +646 |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | $5.4m | <0.1% | 141,940 |  | Reduced −1,883 |
| [SHOPIFY INC CL A SUB VTG SHS (SHOP)](/companies/shop.md) | Stock | $5.4m | <0.1% | 46,910 |  | Reduced −1,645 |
| [STATE STREET SPDR S&P MIDCAP 400 ETF TRUST (MDY)](/companies/mdy.md) | ETF | $5.2m | <0.1% | 7,419 |  | Reduced −302 |
| ISHARES RUSSELL 1000 ETF | ETF | $5.2m | <0.1% | 12,668 |  | Added +1,250 |
| SCHWAB U.S. BROAD MARKET ETF | ETF | $5.2m | <0.1% | 179,026 |  | Reduced −13,600 |
| [AMGEN INC COM (AMGN)](/companies/amgn.md) | Stock | $5.2m | <0.1% | 14,249 |  | Reduced −353 |
| ISHARES RUSSELL 2000 ETF | ETF | $5.1m | <0.1% | 16,864 |  | Reduced −202 |
| [COMCAST CORP NEW CL A (CMCSA)](/companies/cmcsa.md) | Stock | $5.1m | <0.1% | 205,887 |  | Reduced −9,641 |
| [PHILIP MORRIS INTL INC COM (PM)](/companies/pm.md) | Stock | $4.7m | <0.1% | 25,730 |  | Added +534 |
| [WELLS FARGO & CO COM (WFC)](/companies/wfc.md) | Stock | $4.6m | <0.1% | 55,249 |  | Added +21 |
| [DISNEY WALT CO COM (DIS)](/companies/dis.md) | Stock | $4.5m | <0.1% | 47,229 |  | Added +4,660 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $4.5m | <0.1% | 25,392 |  | Added +566 |
| [AMERICAN EXPRESS CO COM (AXP)](/companies/axp.md) | Stock | $4.5m | <0.1% | 13,333 |  | Added +56 |
| [INTUIT COM (INTU)](/companies/intu.md) | Stock | $4.5m | <0.1% | 17,055 |  | Reduced −22,493 |
| ISHARES MORNINGSTAR U.S. EQUITY ETF | ETF | $4.4m | <0.1% | 41,992 |  | Reduced −298 |
| [ENTEGRIS INC COM (ENTG)](/companies/entg.md) | Stock | $4.3m | <0.1% | 24,152 |  | Added +102 |
| VANGUARD HEALTH CARE ETF | ETF | $4.3m | <0.1% | 14,400 |  | Unchanged |
| [COLGATE PALMOLIVE CO COM (CL)](/companies/cl.md) | Stock | $4.2m | <0.1% | 45,546 |  | Added +3,709 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | $4.1m | <0.1% | 77,316 |  | Reduced −4,033 |
| [CROWDSTRIKE HLDGS INC CL A (CRWD)](/companies/crwd.md) | Stock | $4.1m | <0.1% | 5,334 |  | Added +827 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | $4.1m | <0.1% | 42,051 |  | Reduced −531 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | $4.0m | <0.1% | 18,301 |  | Added +974 |
| [STARBUCKS CORP COM (SBUX)](/companies/sbux.md) | Stock | $4.0m | <0.1% | 39,146 |  | Reduced −3,695 |
| [MORGAN STANLEY COM NEW (MS)](/companies/ms.md) | Stock | $3.9m | <0.1% | 18,879 |  | Added +308 |
| [ECOLAB INC COM (ECL)](/companies/ecl.md) | Stock | $3.9m | <0.1% | 14,147 |  | Reduced −2,358 |
| INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | ETF | $3.9m | <0.1% | 70,000 |  | Unchanged |
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | $3.8m | <0.1% | 43,632 |  | Added +36,649 |
| [MONDELEZ INTL INC CL A (MDLZ)](/companies/mdlz.md) | Stock | $3.7m | <0.1% | 64,056 |  | Reduced −3,383 |
| VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | ETF | $3.7m | <0.1% | 12,063 |  | Added +850 |
| VANGUARD MORNINGSTAR VALUE ETF | ETF | $3.6m | <0.1% | 16,619 |  | Reduced −30 |
| [VERTEX PHARMACEUTICALS INC COM (VRTX)](/companies/vrtx.md) | Stock | $3.6m | <0.1% | 7,184 |  | Reduced −572 |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | $3.5m | <0.1% | 52,305 |  | Reduced −651 |
| INVESCO NASDAQ 100 ETF | ETF | $3.5m | <0.1% | 11,608 |  | Added +8,977 |
| [STATE STR CORP COM (STT)](/companies/stt.md) | Stock | $3.5m | <0.1% | 20,671 |  | Reduced −698 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | $3.5m | <0.1% | 18,733 |  | Reduced −925 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $3.5m | <0.1% | 29,013 |  | Added +25,386 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | $3.5m | <0.1% | 61,685 |  | Reduced −343 |
| [ROPER TECHNOLOGIES INC COM (ROP)](/companies/rop.md) | Stock | $3.4m | <0.1% | 10,183 |  | Reduced −7,126 |
| [WASHINGTON TR BANCORP INC COM (WASH)](/companies/wash.md) | Stock | $3.4m | <0.1% | 94,221 |  | Unchanged |
| [UNITEDHEALTH GROUP INC COM (UNH)](/companies/unh.md) | Stock | $3.4m | <0.1% | 8,258 |  | Added +2,728 |
| [NETFLIX INC. COM (NFLX)](/companies/nflx.md) | Stock | $3.4m | <0.1% | 47,291 |  | Reduced −3,240 |
| [INFORMATION SVCS GROUP INC COM (III)](/companies/iii.md) | Stock | $3.4m | <0.1% | 819,090 |  | Unchanged |
| [ULTRAGENYX PHARMACEUTICAL INC COM (RARE)](/companies/rare.md) | Stock | $3.3m | <0.1% | 100,274 |  | Added +188 |
| [PFIZER INC COM (PFE)](/companies/pfe.md) | Stock | $3.3m | <0.1% | 137,811 |  | Reduced −7,511 |
| [MCCORMICK & CO INC COM NON VTG (MKC)](/companies/mkc.md) | Stock | $3.3m | <0.1% | 65,018 |  | Reduced −81,909 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | $3.2m | <0.1% | 63,576 |  | Reduced −210 |
| SPDR NUVEEN BLMBG ST MUNBD ETF | ETF | $3.2m | <0.1% | 66,577 |  | Reduced −3,364 |
| ISHARES S&P 500 VALUE ETF | ETF | $3.2m | <0.1% | 13,990 |  | Added +325 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $3.1m | <0.1% | 9,082 |  | Added +352 |
| [FORTIVE CORP COM (FTV)](/companies/ftv.md) | Stock | $3.1m | <0.1% | 50,707 |  | Reduced −5,341 |
| [KIMBERLY-CLARK CORP COM (KMB)](/companies/kmb.md) | Stock | $3.1m | <0.1% | 27,896 |  | Added +710 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | ETF | $3.1m | <0.1% | 19,830 |  | Reduced −80 |
| [SANDISK CORP COM (SNDK)](/companies/sndk.md) | Stock | $3.0m | <0.1% | 1,320 |  | Added +165 |
| [AT&T INC COM (T)](/companies/t.md) | Stock | $2.9m | <0.1% | 141,621 |  | Added +3,936 |
| [CITIGROUP INC COM NEW (C)](/companies/c.md) | Stock | $2.8m | <0.1% | 19,999 |  | Added +1,741 |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | $2.8m | <0.1% | 36,651 |  | Added +8,473 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $2.8m | <0.1% | 22,291 |  | Reduced −78,898 |
| ALPS/SMITH CORE PLUS BOND ETF | ETF | $2.8m | <0.1% | 107,036 |  | Added +15,875 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | $2.7m | <0.1% | 17,096 |  | Reduced −1,019 |
| [PALANTIR TECHNOLOGIES INC CL A (PLTR)](/companies/pltr.md) | Stock | $2.7m | <0.1% | 23,118 |  | Reduced −341 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | $2.7m | <0.1% | 2,786 |  | Added +1,371 |
| [AMERICAN TOWER CORP COM (AMT)](/companies/amt.md) | REIT | $2.7m | <0.1% | 16,431 |  | Reduced −1,994 |
| [LOCKHEED MARTIN CORP COM (LMT)](/companies/lmt.md) | Stock | $2.7m | <0.1% | 5,226 |  | Reduced −173 |
| ISHARES SEMICONDUCTOR ETF | ETF | $2.6m | <0.1% | 4,134 |  | Unchanged |
| [DEERE & CO COM (DE)](/companies/de.md) | Stock | $2.6m | <0.1% | 4,171 |  | Added +123 |
| ISHARES U.S. REGIONAL BANKS ETF | ETF | $2.6m | <0.1% | 42,416 |  | Reduced −2,960 |
| [GILEAD SCIENCES INC COM (GILD)](/companies/gild.md) | Stock | $2.6m | <0.1% | 20,797 |  | Added +937 |
| [THE TRADE DESK INC COM CL A (TTD)](/companies/ttd.md) | Stock | $2.6m | <0.1% | 144,690 |  | Reduced −27,787 |
| ISHARES BIOTECHNOLOGY ETF | ETF | $2.6m | <0.1% | 13,751 |  | Reduced −135 |
| LINDE PLC SHS | Stock | $2.6m | <0.1% | 4,999 |  | Added +573 |
| [DIGITAL RLTY TR INC COM (DLR)](/companies/dlr.md) | REIT | $2.5m | <0.1% | 13,956 |  | Added +211 |
| INVESCO S&P 500 QUALITY ETF | ETF | $2.5m | <0.1% | 27,424 |  | Reduced −793 |
| [WESTERN DIGITAL CORP COM (WDC)](/companies/wdc.md) | Stock | $2.5m | <0.1% | 3,866 |  | Reduced −7,044 |
| [NUTANIX INC CL A (NTNX)](/companies/ntnx.md) | Stock | $2.5m | <0.1% | 48,125 |  | Reduced −1,211 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | $2.4m | <0.1% | 1,226 |  | Added +139 |
| [CVS HEALTH CORP COM (CVS)](/companies/cvs.md) | Stock | $2.4m | <0.1% | 23,110 |  | Added +958 |
| [GENERAL DYNAMICS CORP COM (GD)](/companies/gd.md) | Stock | $2.4m | <0.1% | 6,689 |  | Added +1,035 |
| [IQVIA HLDGS INC COM (IQV)](/companies/iqv.md) | Stock | $2.3m | <0.1% | 12,148 |  | Reduced −67,903 |
| [SPDR GOLD SHARES (GLD)](/companies/gld.md) | ETF | $2.3m | <0.1% | 6,283 |  | Reduced −396 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $2.3m | <0.1% | 32,304 |  | Added +387 |
| ISHARES S&P 500 GROWTH ETF | ETF | $2.3m | <0.1% | 16,655 |  | Added +265 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | ETF | $2.3m | <0.1% | 9,419 |  | Reduced −75 |
| [CUMMINS INC COM (CMI)](/companies/cmi.md) | Stock | $2.3m | <0.1% | 3,208 |  | Added +159 |
| AON PLC SHS CL A | Stock | $2.2m | <0.1% | 6,648 |  | Reduced −654 |
| [DELL TECHNOLOGIES INC CL C (DELL)](/companies/dell.md) | Stock | $2.2m | <0.1% | 5,098 |  | Added +438 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | $2.2m | <0.1% | 18,585 |  | Reduced −40 |
| [ARCBEST CORP COM (ARCB)](/companies/arcb.md) | Stock | $2.2m | <0.1% | 15,212 |  | Added +4 |
| VANGUARD SHORT-TERM BOND ETF | ETF | $2.2m | <0.1% | 27,937 |  | Added +645 |
| [PJT PARTNERS INC COM CL A (PJT)](/companies/pjt.md) | Stock | $2.2m | <0.1% | 14,257 |  | Reduced −11 |
| [ALTRIA GROUP INC COM (MO)](/companies/mo.md) | Stock | $2.1m | <0.1% | 29,799 |  | Added +2,784 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | ETF | $2.1m | <0.1% | 63,862 |  | Added +4,163 |
| [INTUITIVE SURGICAL INC COM NEW (ISRG)](/companies/isrg.md) | Stock | $2.1m | <0.1% | 5,312 |  | Reduced −527 |
| [AMETEK INC COM (AME)](/companies/ame.md) | Stock | $2.1m | <0.1% | 8,691 |  | Added +216 |
| [MOTOROLA SOLUTIONS INC COM NEW (MSI)](/companies/msi.md) | Stock | $2.1m | <0.1% | 5,055 |  | Reduced −356 |
| [SNAP ON INC COM (SNA)](/companies/sna.md) | Stock | $2.1m | <0.1% | 5,145 |  | Added +570 |
| [ARISTA NETWORKS INC COM SHS (ANET)](/companies/anet.md) | Stock | $2.1m | <0.1% | 12,182 |  | Added +604 |
| [BLACKROCK INC COM (BLK)](/companies/blk.md) | Stock | $2.0m | <0.1% | 2,129 |  | Reduced −430 |
| [TARGET CORP COM (TGT)](/companies/tgt.md) | Stock | $2.0m | <0.1% | 15,344 |  | Reduced −1,822 |
| [GARTNER INC COM (IT)](/companies/it.md) | Stock | $2.0m | <0.1% | 15,251 |  | Added +122 |
| [KLAVIYO INC COM SER A (KVYO)](/companies/kvyo.md) | Stock | $1.9m | <0.1% | 128,408 |  | Reduced −519 |
| [AVNET INC COM (AVT)](/companies/avt.md) | Stock | $1.9m | <0.1% | 21,691 |  | Added +869 |
| CHUBB LIMITED COM | Stock | $1.9m | <0.1% | 5,583 |  | Added +742 |
| [LOWES COS INC COM (LOW)](/companies/low.md) | Stock | $1.9m | <0.1% | 8,570 |  | Reduced −3,010 |
| [VERALTO CORP COM SHS (VLTO)](/companies/vlto.md) | Stock | $1.9m | <0.1% | 21,118 |  | Reduced −4,492 |
| ISHARES CORE S&P U.S. GROWTH ETF | ETF | $1.8m | <0.1% | 9,698 |  | Added +601 |
| [FIFTH THIRD BANCORP COM (FITB)](/companies/fitb.md) | Stock | $1.8m | <0.1% | 31,646 |  | Added +1,601 |
| [MARVELL TECHNOLOGY INC COM (MRVL)](/companies/mrvl.md) | Stock | $1.7m | <0.1% | 5,827 |  | Reduced −943 |
| [IRON MTN INC DEL COM (IRM)](/companies/irm.md) | REIT | $1.7m | <0.1% | 13,246 |  | Added +986 |
| STATE STREET SPDR S&P 500 ESG ETF | ETF | $1.7m | <0.1% | 22,832 |  | Added +2,608 |
| [NATURAL GROCERS BY VITAMIN COM (NGVC)](/companies/ngvc.md) | Stock | $1.7m | <0.1% | 53,676 |  | Added +91 |
| PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF | ETF | $1.7m | <0.1% | 35,679 |  | Added +2,684 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $1.7m | <0.1% | 27,759 |  | Added +367 |
| [OREILLY AUTOMOTIVE INC COM (ORLY)](/companies/orly.md) | Stock | $1.6m | <0.1% | 17,478 |  | Added +902 |
| [NORFOLK SOUTHN CORP COM (NSC)](/companies/nsc.md) | Stock | $1.6m | <0.1% | 5,091 |  | Added +102 |
| [3M Company (MMM)](/companies/mmm.md) | Stock | $1.6m | <0.1% | 9,835 |  | Added +83 |
| [PROGRESSIVE CORP COM (PGR)](/companies/pgr.md) | Stock | $1.6m | <0.1% | 7,283 |  | Added +49 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | ETF | $1.6m | <0.1% | 29,311 |  | Reduced −2,720 |
| STATE STREET SPDR ICE PREFERRED SECURITIES ETF | ETF | $1.5m | <0.1% | 50,729 |  | Unchanged |
| INNOVATE EQUITY ETF | ETF | $1.5m | <0.1% | 19,613 |  | Reduced −3,000 |
| GLOBAL X DEFENSE TECH ETF | ETF | $1.5m | <0.1% | 25,419 |  | Added +858 |
| [VERIZON COMMUNICATIONS INC COM (VZ)](/companies/vz.md) | Stock | $1.5m | <0.1% | 35,506 |  | Added +5,798 |
| [INGERSOLL RAND INC COM (IR)](/companies/ir.md) | Stock | $1.5m | <0.1% | 17,896 |  | Reduced −171 |
| [AUTOMATIC DATA PROCESSING INC COM (ADP)](/companies/adp.md) | Stock | $1.4m | <0.1% | 6,428 |  | Added +142 |
| [DUKE ENERGY CORP NEW COM NEW (DUK)](/companies/duk.md) | Stock | $1.4m | <0.1% | 11,357 |  | Added +2,082 |
| MEDTRONIC PLC SHS | Stock | $1.4m | <0.1% | 18,296 |  | Reduced −1,079 |
| ISHARES U.S. ENERGY ETF | ETF | $1.4m | <0.1% | 25,281 |  | Reduced −4,061 |
| ISHARES EMERGING MARKETS DIVIDEND ETF | ETF | $1.4m | <0.1% | 43,820 |  | Reduced −297 |
| [EASTERN BANKSHARES INC COM (EBC)](/companies/ebc.md) | Stock | $1.4m | <0.1% | 63,489 |  | Added +24 |
| [VIRTU FINL INC CL A (VIRT)](/companies/virt.md) | Stock | $1.4m | <0.1% | 23,546 |  | Reduced −3,970 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ETF | $1.4m | <0.1% | 11,761 |  | Reduced −595 |
| [BRIXMOR PPTY GROUP INC COM (BRX)](/companies/brx.md) | REIT | $1.4m | <0.1% | 43,405 |  | Reduced −9,066 |
| [ADOBE INC COM (ADBE)](/companies/adbe.md) | Stock | $1.4m | <0.1% | 6,654 |  | Reduced −12,973 |
| [AMERICAN ELEC PWR CO INC COM (AEP)](/companies/aep.md) | Stock | $1.4m | <0.1% | 9,897 |  | Added +420 |
| [NUCOR CORP COM (NUE)](/companies/nue.md) | Stock | $1.3m | <0.1% | 5,993 |  | Added +390 |
| [MONSTER BEVERAGE CORP NEW COM (MNST)](/companies/mnst.md) | Stock | $1.3m | <0.1% | 13,850 |  | Added +2,900 |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | $1.3m | <0.1% | 9,585 |  | Added +431 |
| [CARRIER GLOBAL CORPORATION COM (CARR)](/companies/carr.md) | Stock | $1.3m | <0.1% | 17,778 |  | Added +1,168 |
| [BOEING CO COM (BA)](/companies/ba.md) | Stock | $1.3m | <0.1% | 5,923 |  | Added +741 |
| ISHARES RUSSELL 2000 GROWTH ETF | ETF | $1.3m | <0.1% | 3,224 |  | Reduced −1,077 |
| [DOVER CORP COM (DOV)](/companies/dov.md) | Stock | $1.3m | <0.1% | 5,648 |  | Added +282 |
| [ILLINOIS TOOL WKS INC COM (ITW)](/companies/itw.md) | Stock | $1.3m | <0.1% | 4,645 |  | Added +199 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | $1.3m | <0.1% | 18,342 |  | Added +2,897 |
| [CAPITAL ONE FINL CORP COM (COF)](/companies/cof.md) | Stock | $1.3m | <0.1% | 6,243 |  | Reduced −152 |
| [ROCKWELL AUTOMATION INC COM (ROK)](/companies/rok.md) | Stock | $1.2m | <0.1% | 2,514 |  | Added +739 |
| FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND | ETF | $1.2m | <0.1% | 16,356 |  | Reduced −920 |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | $1.2m | <0.1% | 11,963 |  | Reduced −199 |
| [TERADYNE INC COM (TER)](/companies/ter.md) | Stock | $1.2m | <0.1% | 2,541 |  | Reduced −176 |
| [WW GRAINGER INC COM (GWW)](/companies/gww.md) | Stock | $1.2m | <0.1% | 891 |  | Added +139 |
| [HOWMET AEROSPACE INC COM (HWM)](/companies/hwm.md) | Stock | $1.2m | <0.1% | 4,506 |  | Added +826 |
| [BRISTOL-MYERS SQUIBB CO COM (BMY)](/companies/bmy.md) | Stock | $1.2m | <0.1% | 20,375 |  | Added +1,613 |
| [LENNAR CORP CL A (LEN)](/companies/len.md) | Stock | $1.2m | <0.1% | 12,825 |  | Added +1,605 |
| [M & T BK CORP COM (MTB)](/companies/mtb.md) | Stock | $1.2m | <0.1% | 4,865 |  | Added +1,062 |
| ISHARES SELECT DIVIDEND ETF | ETF | $1.1m | <0.1% | 7,299 |  | Added +675 |
| [CLEARWAY ENERGY INC CL C (CWEN)](/companies/cwen.md) | Stock | $1.1m | <0.1% | 32,532 |  | Reduced −574 |
| [FORTINET INC COM (FTNT)](/companies/ftnt.md) | Stock | $1.1m | <0.1% | 7,160 |  | Added +581 |
| [AMENTUM HOLDINGS INC COM (AMTM)](/companies/amtm.md) | Stock | $1.1m | <0.1% | 53,002 |  | Reduced −3,815 |
| [CORTEVA INC COM (CTVA)](/companies/ctva.md) | Stock | $1.1m | <0.1% | 12,912 |  | Added +2,396 |
| [CONOCOPHILLIPS COM (COP)](/companies/cop.md) | Stock | $1.1m | <0.1% | 10,457 |  | Added +1,024 |
| [AIRBNB INC COM CL A (ABNB)](/companies/abnb.md) | Stock | $1.1m | <0.1% | 7,428 |  | Added +943 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | $1.1m | <0.1% | 1,100 | Put | New +1,100 |
| [MARATHON PETE CORP COM (MPC)](/companies/mpc.md) | Stock | $1.1m | <0.1% | 4,132 |  | Added +722 |
| [STEEL DYNAMICS INC COM (STLD)](/companies/stld.md) | Stock | $1.1m | <0.1% | 4,599 |  | Added +148 |
| [L3HARRIS TECHNOLOGIES INC COM (LHX)](/companies/lhx.md) | Stock | $1.0m | <0.1% | 3,578 |  | Added +254 |
| [WEYERHAEUSER CO COM NEW (WY)](/companies/wy.md) | REIT | $1.0m | <0.1% | 43,405 |  | Reduced −9,765 |
| [CADENCE DESIGN SYSTEM INC COM (CDNS)](/companies/cdns.md) | Stock | $1.0m | <0.1% | 2,763 |  | Added +247 |
| [DATADOG INC CL A COM (DDOG)](/companies/ddog.md) | Stock | $1.0m | <0.1% | 3,971 |  | Added +640 |
| [ON SEMICONDUCTOR CORP COM (ON)](/companies/on.md) | Stock | $1.0m | <0.1% | 10,925 |  | Added +1,007 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $1.0m | <0.1% | 14,035 |  | Reduced −451 |
| [BANK OF NY MELLON CORP COM (BNY)](/companies/bny.md) | Stock | $1.0m | <0.1% | 7,119 |  | Added +1,377 |
| [WASTE MGMT INC DEL COM (WM)](/companies/wm.md) | Stock | $1.0m | <0.1% | 4,613 |  | Reduced −385 |
| JOHNSON CTLS INTL PLC SHS | Stock | $1.0m | <0.1% | 7,025 |  | Added +1,084 |
| [PUBLIC SVC ENTERPRISE GROUP COM (PEG)](/companies/peg.md) | Stock | $1.0m | <0.1% | 12,415 |  | Reduced −1,420 |
| [UBER TECHNOLOGIES INC COM (UBER)](/companies/uber.md) | Stock | $1.0m | <0.1% | 13,936 |  | Reduced −1,686 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | $1.0m | <0.1% | 4,134 |  | Added +84 |
| [BOSTON SCIENTIFIC CORP COM (BSX)](/companies/bsx.md) | Stock | $994.3k | <0.1% | 23,297 |  | Added +2,585 |
| [INTERCONTINENTAL EXCHANGE INC COM (ICE)](/companies/ice.md) | Stock | $985.0k | <0.1% | 8,001 |  | Reduced −3,066 |
| [MONOLITHIC PWR SYS INC COM (MPWR)](/companies/mpwr.md) | Stock | $981.2k | <0.1% | 710 |  | Added +45 |
| [CONSOLIDATED EDISON INC COM (ED)](/companies/ed.md) | Stock | $977.9k | <0.1% | 8,840 |  | Added +2,833 |
| [BROOKFIELD CORP CL A LTD VT SH (BN)](/companies/bn.md) | Stock | $972.3k | <0.1% | 22,830 |  | Added +104 |
| [PROLOGIS INC. COM (PLD)](/companies/pld.md) | REIT | $970.3k | <0.1% | 7,162 |  | Added +1,035 |
| [TRAVELERS COMPANIES INC COM (TRV)](/companies/trv.md) | Stock | $966.6k | <0.1% | 2,928 |  | Added +379 |
| [HEXCEL CORP NEW COM (HXL)](/companies/hxl.md) | Stock | $964.6k | <0.1% | 9,640 |  | Reduced −211 |
| [CANADIAN IMPERIAL BANK OF COMM COM (CM)](/companies/cm.md) | Stock | $952.8k | <0.1% | 8,285 |  | Added +308 |
| [ENTERGY CORP NEW COM (ETR)](/companies/etr.md) | Stock | $943.5k | <0.1% | 8,214 |  | Reduced −44 |
| [ELEVANCE HEALTH INC FORMERLY A COM (ELV)](/companies/elv.md) | Stock | $926.4k | <0.1% | 2,395 |  | Added +1,010 |
| [TORONTO DOMINION BK ONT COM NEW (TD)](/companies/td.md) | Stock | $925.8k | <0.1% | 7,624 |  | Added +1,646 |
| [10X GENOMICS INC CL A COM (TXG)](/companies/txg.md) | Stock | $925.0k | <0.1% | 24,126 |  | Added +2,099 |
| [F5 INC COM (FFIV)](/companies/ffiv.md) | Stock | $919.7k | <0.1% | 2,211 |  | Added +694 |
| ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | $919.3k | <0.1% | 30,151 |  | Reduced −1,510 |
| [EBAY INC. COM (EBAY)](/companies/ebay.md) | Stock | $914.0k | <0.1% | 8,179 |  | Added +2,191 |
| [HEWLETT PACKARD ENTERPRISE CO COM (HPE)](/companies/hpe.md) | Stock | $908.8k | <0.1% | 20,147 |  | Added +2,124 |
| [ALLSTATE CORP COM (ALL)](/companies/all.md) | Stock | $904.8k | <0.1% | 3,803 |  | Added +1,121 |
| [IDEXX LABS INC COM (IDXX)](/companies/idxx.md) | Stock | $890.2k | <0.1% | 1,691 |  | Added +507 |
| [METLIFE INC COM (MET)](/companies/met.md) | Stock | $882.2k | <0.1% | 10,426 |  | Added +2,655 |
| [AGILENT TECHNOLOGIES INC COM (A)](/companies/a.md) | Stock | $875.1k | <0.1% | 6,588 |  | Added +2,774 |
| ONEOK INC NEW COM | Stock | $872.7k | <0.1% | 10,038 |  | Added +203 |
| [DELTA AIR LINES INC COM NEW (DAL)](/companies/dal.md) | Stock | $869.4k | <0.1% | 9,283 |  | Added +959 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | $866.0k | <0.1% | 18,266 |  | Added +13 |
| [STANLEY BLACK & DECKER INC COM (SWK)](/companies/swk.md) | Stock | $865.2k | <0.1% | 9,193 |  | Added +626 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $862.5k | <0.1% | 4,054 |  | Reduced −345 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | ETF | $859.0k | <0.1% | 7,314 |  | Reduced −78 |
| [MARKEL GROUP INC COM (MKL)](/companies/mkl.md) | Stock | $855.4k | <0.1% | 438 |  | Reduced −52 |
| [NORTHROP GRUMMAN CORP COM (NOC)](/companies/noc.md) | Stock | $852.3k | <0.1% | 1,673 |  | Reduced −228 |
| [NOVARTIS AG SPONSORED ADR (NVS)](/companies/nvs.md) | ADR | $850.6k | <0.1% | 5,428 |  | Added +536 |
| [FASTENAL CO COM (FAST)](/companies/fast.md) | Stock | $850.2k | <0.1% | 17,700 |  | Reduced −1,960 |
| [MASTEC INC COM (MTZ)](/companies/mtz.md) | Stock | $844.6k | <0.1% | 2,030 |  | Added +66 |
| [THE CIGNA GROUP COM (CI)](/companies/ci.md) | Stock | $829.2k | <0.1% | 3,008 |  | Added +546 |
| [TWILIO INC CL A (TWLO)](/companies/twlo.md) | Stock | $828.8k | <0.1% | 4,017 |  | Added +556 |
| [YUM BRANDS INC COM (YUM)](/companies/yum.md) | Stock | $818.6k | <0.1% | 5,121 |  | Reduced −30 |
| [CINTAS CORP COM (CTAS)](/companies/ctas.md) | Stock | $804.8k | <0.1% | 4,732 |  | Added +1,112 |
| PGIM AAA CLO ETF | ETF | $804.3k | <0.1% | 15,687 |  | Added +1,122 |
| [APPLOVIN CORP COM CL A (APP)](/companies/app.md) | Stock | $802.6k | <0.1% | 1,558 |  | Added +595 |
| [SOUTHERN CO COM (SO)](/companies/so.md) | Stock | $796.9k | <0.1% | 8,326 |  | Added +1,605 |
| [EQUINIX INC COM (EQIX)](/companies/eqix.md) | REIT | $795.9k | <0.1% | 764 |  | Added +106 |
| [ROSS STORES INC COM (ROST)](/companies/rost.md) | Stock | $793.3k | <0.1% | 3,727 |  | Added +1,021 |
| [PAYCOM SOFTWARE INC COM (PAYC)](/companies/payc.md) | Stock | $787.5k | <0.1% | 6,266 |  | Added +1,729 |
| [DEVON ENERGY CORP NEW COM (DVN)](/companies/dvn.md) | Stock | $784.7k | <0.1% | 18,991 |  | Added +9,962 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | $774.1k | <0.1% | 7,097 |  | Added +827 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | $770.6k | <0.1% | 13,066 |  | Added +1,335 |
| [PNC FINL SVCS GROUP INC COM (PNC)](/companies/pnc.md) | Stock | $763.1k | <0.1% | 3,099 |  | Added +619 |
| [COPART INC COM (CPRT)](/companies/cprt.md) | Stock | $760.2k | <0.1% | 26,968 |  | Added +9,158 |
| [ISHARES GOLD TRUST (IAU)](/companies/iau.md) | ETF | $754.9k | <0.1% | 9,997 |  | Reduced −58 |
| [EXELON CORP COM (EXC)](/companies/exc.md) | Stock | $753.3k | <0.1% | 16,158 |  | Added +3,724 |
| [QNITY ELECTRONICS INC COMMON STOCK (Q)](/companies/q.md) | Stock | $749.7k | <0.1% | 4,591 |  | Reduced −228 |
| [BALL CORP COM (BALL)](/companies/ball.md) | Stock | $741.7k | <0.1% | 11,886 |  | Added +1,601 |
| [CONSTELLATION BRANDS INC CL A (STZ)](/companies/stz.md) | Stock | $740.6k | <0.1% | 5,324 |  | Reduced −23,378 |
| [GENERAL MILLS INC COM (GIS)](/companies/gis.md) | Stock | $737.3k | <0.1% | 21,187 |  | Added +14,041 |
| [FISERV INC COM (FISV)](/companies/fisv.md) | Stock | $733.0k | <0.1% | 14,944 |  | Reduced −32,651 |
| [CENTENE CORP DEL COM (CNC)](/companies/cnc.md) | Stock | $731.1k | <0.1% | 11,390 |  | New +11,390 |
| [NEWMONT CORP COM (NEM)](/companies/nem.md) | Stock | $724.7k | <0.1% | 7,759 |  | Reduced −165 |
| [SEMPRA COM (SRE)](/companies/sre.md) | Stock | $723.5k | <0.1% | 7,804 |  | Reduced −1,115 |
| [PAYCHEX INC COM (PAYX)](/companies/payx.md) | Stock | $717.3k | <0.1% | 7,295 |  | Added +3,054 |
| ELECTRONIC ARTS INC COM | Stock | $716.4k | <0.1% | 3,494 |  | Reduced −493 |
| [MCKESSON CORP COM (MCK)](/companies/mck.md) | Stock | $714.0k | <0.1% | 945 |  | Reduced −92 |
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | $712.1k | <0.1% | 4,821 |  | Added +672 |
| [AMERICAN INTL GROUP INC COM NEW (AIG)](/companies/aig.md) | Stock | $708.6k | <0.1% | 9,508 |  | Added +2,151 |
| [PRICE T ROWE GROUP INC COM (TROW)](/companies/trow.md) | Stock | $706.6k | <0.1% | 6,215 |  | Added +1,677 |
| [FREEPORT MCMORAN INC CL B (FCX)](/companies/fcx.md) | Stock | $705.5k | <0.1% | 11,218 |  | Added +2,105 |
| ISHARES CALIFORNIA MUNI BOND ETF | ETF | $700.6k | <0.1% | 12,154 |  | Added +2,071 |
| [CURTISS WRIGHT CORP COM (CW)](/companies/cw.md) | Stock | $699.1k | <0.1% | 923 |  | Added +180 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | $698.4k | <0.1% | 2,769 |  | Added +140 |
| SPOTIFY TECHNOLOGY S A SHS | Stock | $696.6k | <0.1% | 1,517 |  | New +1,517 |
| [NASDAQ INC COM (NDAQ)](/companies/ndaq.md) | Stock | $691.4k | <0.1% | 8,771 |  | Added +2,890 |
| [MOODYS CORP COM (MCO)](/companies/mco.md) | Stock | $690.9k | <0.1% | 1,525 |  | Added +157 |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | $685.9k | <0.1% | 8,354 |  | Reduced −752 |
| [SHELL PLC SPON ADS (SHEL)](/companies/shel.md) | ADR | $683.4k | <0.1% | 8,813 |  | Added +1,662 |
| [CF INDUSTRIES HOLD COM (CF)](/companies/cf.md) | Stock | $674.4k | <0.1% | 6,230 |  | Added +814 |
| [ROKU INC COM CL A (ROKU)](/companies/roku.md) | Stock | $671.2k | <0.1% | 4,859 |  | Added +1,657 |
| [HUNT J B TRANS SVCS INC COM (JBHT)](/companies/jbht.md) | Stock | $668.0k | <0.1% | 2,308 |  | Added +473 |
| [WELLTOWER INC COM (WELL)](/companies/well.md) | REIT | $667.9k | <0.1% | 2,943 |  | Added +407 |
| SENSATA TECHNOLOGIES HLDG PLC SHS | Stock | $665.8k | <0.1% | 13,947 |  | Added +2,242 |
| [ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS (ASX)](/companies/asx.md) | ADR | $665.3k | <0.1% | 14,746 |  | Added +2,467 |
| [ESSEX PPTY TR INC COM (ESS)](/companies/ess.md) | REIT | $665.1k | <0.1% | 2,281 |  | Added +848 |
| [DUPONT DE NEMOURS INC COMMON STOCK (DD)](/companies/dd.md) | Stock | $662.2k | <0.1% | 4,882 |  | New +4,882 |
| [SYNCHRONY FINANCIAL COM (SYF)](/companies/syf.md) | Stock | $659.9k | <0.1% | 8,677 |  | Added +2,699 |
| [VIASAT INC COM (VSAT)](/companies/vsat.md) | Stock | $659.1k | <0.1% | 7,339 |  | Added +691 |
| [WILLIAMS SONOMA INC COM (WSM)](/companies/wsm.md) | Stock | $659.0k | <0.1% | 2,827 |  | Added +312 |
| [UNITED AIRLS HLDGS INC COM (UAL)](/companies/ual.md) | Stock | $658.9k | <0.1% | 4,845 |  | Added +408 |
| [JABIL INC COM (JBL)](/companies/jbl.md) | Stock | $656.1k | <0.1% | 1,702 |  | Reduced −7 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | $656.0k | <0.1% | 7,673 |  | Added +2,882 |
| [WEST PHARMACEUTICAL SVSC INC COM (WST)](/companies/wst.md) | Stock | $654.1k | <0.1% | 1,822 |  | Added +927 |
| [VERTIV HOLDINGS CO COM CL A (VRT)](/companies/vrt.md) | Stock | $653.2k | <0.1% | 1,951 |  | Added +813 |
| [UNITED MICROELECTRONICS CORP SPON ADR NEW (UMC)](/companies/umc.md) | ADR | $653.0k | <0.1% | 23,999 |  | Added +2,826 |
| [UNITED PARCEL SVCS INC CL B (UPS)](/companies/ups.md) | Stock | $647.3k | <0.1% | 6,021 |  | Added +1,164 |
| [PUBLIC STORAGE COM (PSA)](/companies/psa.md) | REIT | $645.4k | <0.1% | 2,028 |  | Added +1,038 |
| [WATERS CORP COM (WAT)](/companies/wat.md) | Stock | $639.4k | <0.1% | 1,705 |  | Added +338 |
| [ZOETIS INC CL A (ZTS)](/companies/zts.md) | Stock | $636.3k | <0.1% | 8,854 |  | Reduced −90,572 |
| [SYNOPSYS INC COM (SNPS)](/companies/snps.md) | Stock | $635.4k | <0.1% | 1,424 |  | Added +22 |
| INVESCO WATER RESOURCES ETF | ETF | $634.5k | <0.1% | 9,184 |  | Reduced −554 |
| [MATCH GROUP INC NEW COM (MTCH)](/companies/mtch.md) | Stock | $632.3k | <0.1% | 16,618 |  | Added +6,996 |
| [ROBERT HALF INC. COM (RHI)](/companies/rhi.md) | Stock | $630.0k | <0.1% | 20,521 |  | Added +7,163 |
| [AFLAC INC COM (AFL)](/companies/afl.md) | Stock | $629.9k | <0.1% | 5,372 |  | Added +713 |
| [RALLIANT CORP COM (RAL)](/companies/ral.md) | Stock | $627.6k | <0.1% | 8,525 |  | Reduced −2,359 |
| [GENERAL MTRS CO COM (GM)](/companies/gm.md) | Stock | $627.6k | <0.1% | 8,142 |  | Added +1,009 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | $623.3k | <0.1% | 6,937 |  | Added +2,975 |
| [CONSTELLATION ENERGY CORP COM (CEG)](/companies/ceg.md) | Stock | $620.0k | <0.1% | 2,496 |  | Added +56 |
| [MARRIOTT INTL INC NEW CL A (MAR)](/companies/mar.md) | Stock | $619.5k | <0.1% | 1,672 |  | Added +266 |
| [AUTODESK INC COM (ADSK)](/companies/adsk.md) | Stock | $617.9k | <0.1% | 3,178 |  | Reduced −266 |
| [CASEYS GEN STORES INC COM (CASY)](/companies/casy.md) | Stock | $617.6k | <0.1% | 777 |  | Added +37 |
| VANGUARD NEW YORK TAX-EXEMPT BOND ETF | ETF | $613.1k | <0.1% | 5,895 |  | Reduced −980 |
| [AIR PRODUCTS AND CHEMICALS INC COM (APD)](/companies/apd.md) | Stock | $612.7k | <0.1% | 2,090 |  | Added +204 |
| [CANADIAN NATL RY CO COM (CNI)](/companies/cni.md) | Stock | $610.5k | <0.1% | 5,120 |  | Added +112 |
| [HARTFORD INSURANCE GROUP INC COM (HIG)](/companies/hig.md) | Stock | $608.3k | <0.1% | 4,590 |  | Reduced −68 |
| [CONAGRA BRANDS INC COM (CAG)](/companies/cag.md) | Stock | $607.7k | <0.1% | 45,152 |  | Added +27,404 |
| [EMCOR GROUP INC COM (EME)](/companies/eme.md) | Stock | $603.3k | <0.1% | 727 |  | Added +42 |
| [HANOVER INS GROUP INC COM (THG)](/companies/thg.md) | Stock | $600.6k | <0.1% | 2,805 |  | Added +459 |
| [DOLLAR TREE INC COM (DLTR)](/companies/dltr.md) | Stock | $600.3k | <0.1% | 4,963 |  | Added +2,549 |
| [FEDEX CORP COM (FDX)](/companies/fdx.md) | Stock | $599.2k | <0.1% | 1,913 |  | Added +95 |
| [T-MOBILE US INC COM (TMUS)](/companies/tmus.md) | Stock | $598.9k | <0.1% | 3,570 |  | Added +717 |
| [CHENIERE ENERGY INC COM NEW (LNG)](/companies/lng.md) | Stock | $595.6k | <0.1% | 2,492 |  | Reduced −679 |
| [LABCORP HOLDINGS INC COM SHS (LH)](/companies/lh.md) | Stock | $595.0k | <0.1% | 2,125 |  | Reduced −198 |
| [LUMENTUM HLDGS INC COM (LITE)](/companies/lite.md) | Stock | $589.5k | <0.1% | 687 |  | Added +138 |
| [MASCO CORP COM (MAS)](/companies/mas.md) | Stock | $588.9k | <0.1% | 7,237 |  | Added +2,447 |
| [BIOGEN INC COM (BIIB)](/companies/biib.md) | Stock | $588.7k | <0.1% | 2,725 |  | Added +244 |
| [MSCI INC COM (MSCI)](/companies/msci.md) | Stock | $588.4k | <0.1% | 1,051 |  | Added +70 |
| [SIMON PPTY GROUP INC NEW COM (SPG)](/companies/spg.md) | REIT | $587.9k | <0.1% | 2,629 |  | Added +655 |
| [MKS INC. COM (MKSI)](/companies/mksi.md) | Stock | $586.2k | <0.1% | 1,318 |  | Reduced −34 |
| [MIDDLEBY CORP COM (MIDD)](/companies/midd.md) | Stock | $580.4k | <0.1% | 3,374 |  | Added +1,215 |
| [RAYMOND JAMES FINL INC COM (RJF)](/companies/rjf.md) | Stock | $577.0k | <0.1% | 3,795 |  | Reduced −59 |
| [BANK HAWAII CORP COM (BOH)](/companies/boh.md) | Stock | $576.1k | <0.1% | 7,069 |  | Added +1,216 |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | $571.6k | <0.1% | 2,358 |  | New +2,358 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | $570.8k | <0.1% | 20,606 |  | Reduced −382 |
| [EASTGROUP PPTYS INC COM (EGP)](/companies/egp.md) | REIT | $570.7k | <0.1% | 2,818 |  | Added +567 |
| [CMS ENERGY CORP COM (CMS)](/companies/cms.md) | Stock | $568.3k | <0.1% | 7,429 |  | Added +1,717 |
| [RALPH LAUREN CORP CL A (RL)](/companies/rl.md) | Stock | $567.2k | <0.1% | 1,413 |  | Added +101 |
| [TAKE-TWO INTERACTIVE SOFTWARE COM (TTWO)](/companies/ttwo.md) | Stock | $565.3k | <0.1% | 2,261 |  | Added +797 |
| [KRAFT HEINZ CO COM (KHC)](/companies/khc.md) | Stock | $561.3k | <0.1% | 23,765 |  | Added +11,545 |
| [SLB LIMITED COM STK (SLB)](/companies/slb.md) | Stock | $560.7k | <0.1% | 12,061 |  | Reduced −638 |
| ISHARES ESG MSCI KLD 400 ETF | ETF | $559.3k | <0.1% | 3,928 |  | Unchanged |
| JANUS HENDERSON GROUP PLC ORD SHS | Stock | $554.5k | <0.1% | 10,673 |  | Added +1,834 |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | $554.3k | <0.1% | 2,007 |  | Reduced −493 |
| [APA CORPORATION COM (APA)](/companies/apa.md) | Stock | $552.9k | <0.1% | 16,977 |  | Added +3,139 |
| VANGUARD FINANCIALS ETF | ETF | $551.4k | <0.1% | 4,190 |  | Added +38 |
| [TIMKEN CO COM (TKR)](/companies/tkr.md) | Stock | $550.6k | <0.1% | 3,789 |  | Added +831 |
| [EVERSOURCE ENERGY COM (ES)](/companies/es.md) | Stock | $549.8k | <0.1% | 7,608 |  | Added +907 |
| [ZIONS BANCORPORATION NATL ASSN COM (ZION)](/companies/zion.md) | Stock | $547.0k | <0.1% | 7,905 |  | Added +2,359 |
| [BLOCK INC CL A (XYZ)](/companies/xyz.md) | Stock | $546.0k | <0.1% | 7,184 |  | Added +2,040 |
| [EXPEDIA GROUP INC COM NEW (EXPE)](/companies/expe.md) | Stock | $537.1k | <0.1% | 2,099 |  | Added +443 |
| [HUMANA INC COM (HUM)](/companies/hum.md) | Stock | $536.8k | <0.1% | 1,351 |  | New +1,351 |
| [HEICO CORP NEW CL A (HEI)](/companies/hei.md) | Stock | $536.7k | <0.1% | 2,081 |  | Added +267 |
| [ATI INC COM (ATI)](/companies/ati.md) | Stock | $536.3k | <0.1% | 2,721 |  | Reduced −2,951 |
| [SPECTRUM BRANDS HLDGS INC NEW COM (SPB)](/companies/spb.md) | Stock | $536.2k | <0.1% | 6,253 |  | Added +1,010 |
| [LAMAR ADVERTISING CO CL A (LAMR)](/companies/lamr.md) | REIT | $534.6k | <0.1% | 3,427 |  | Added +896 |
| [ROBINHOOD MKTS INC COM CL A (HOOD)](/companies/hood.md) | Stock | $531.1k | <0.1% | 5,296 |  | Added +2,212 |
| [EPR PPTYS COM SH BEN INT (EPR)](/companies/epr.md) | REIT | $531.0k | <0.1% | 9,154 |  | Added +3,556 |
| [WABTEC COM (WAB)](/companies/wab.md) | Stock | $528.7k | <0.1% | 1,961 |  | Added +25 |
| [NORTHERN TR CORP COM (NTRS)](/companies/ntrs.md) | Stock | $525.7k | <0.1% | 3,024 |  | Added +259 |
| [PG&E CORP COM (PCG)](/companies/pcg.md) | Stock | $525.6k | <0.1% | 31,247 |  | Added +6,282 |
| [ROYAL BK CDA COM (RY)](/companies/ry.md) | Stock | $523.4k | <0.1% | 2,529 |  | Added +609 |
| [HSBC HLDGS PLC SPON ADR NEW (HSBC)](/companies/hsbc.md) | ADR | $523.4k | <0.1% | 5,504 |  | Added +1,102 |
| [KKR & CO INC COM (KKR)](/companies/kkr.md) | Stock | $516.4k | <0.1% | 5,627 |  | Added +505 |
| [WOODWARD INC COM (WWD)](/companies/wwd.md) | Stock | $513.9k | <0.1% | 1,208 |  | Added +543 |
| [PULTE GROUP INC COM (PHM)](/companies/phm.md) | Stock | $511.8k | <0.1% | 3,730 |  | Reduced −2,203 |
| [QUEST DIAGNOSTICS INC COM (DGX)](/companies/dgx.md) | Stock | $507.9k | <0.1% | 2,396 |  | Added +271 |
| [KILROY REALTY CORP COM (KRC)](/companies/krc.md) | REIT | $505.5k | <0.1% | 13,491 |  | New +13,491 |
| [TENET HEALTHCARE CORP COM NEW (THC)](/companies/thc.md) | Stock | $505.5k | <0.1% | 2,702 |  | Reduced −353 |
| [FIDELITY WISE ORIGIN BITCOIN FUND (FBTC)](/companies/fbtc.md) | ETF | $504.1k | <0.1% | 9,874 |  | Added +500 |
| [NEWS CORP NEW CL A (NWSA)](/companies/nwsa.md) | Stock | $503.1k | <0.1% | 20,263 |  | Added +9,087 |
| [OLD DOMINION FREIGHT LINE INC COM (ODFL)](/companies/odfl.md) | Stock | $500.8k | <0.1% | 2,312 |  | Reduced −584 |
| GARMIN LTD SHS | Stock | $499.9k | <0.1% | 2,104 |  | Reduced −186 |
| [KB FINL GROUP INC SPONSORED ADR (KB)](/companies/kb.md) | ADR | $499.1k | <0.1% | 4,755 |  | Added +1,975 |
| [THE CAMPBELLS COMPANY COM (CPB)](/companies/cpb.md) | Stock | $494.2k | <0.1% | 22,191 |  | New +22,191 |
| [AMERICAN WTR WKS CO INC NEW COM (AWK)](/companies/awk.md) | Stock | $494.1k | <0.1% | 3,755 |  | Reduced −1,504 |
| [VERISIGN INC COM (VRSN)](/companies/vrsn.md) | Stock | $492.6k | <0.1% | 1,958 |  | Added +638 |
| [PPG INDS INC COM (PPG)](/companies/ppg.md) | Stock | $492.4k | <0.1% | 4,060 |  | Added +2,062 |
| [TELEDYNE TECHNOLOGIES INC COM (TDY)](/companies/tdy.md) | Stock | $491.5k | <0.1% | 737 |  | Added +51 |
| [NNN REIT INC COM (NNN)](/companies/nnn.md) | REIT | $490.4k | <0.1% | 10,539 |  | Added +3,673 |
| [LOEWS CORP COM (L)](/companies/l.md) | Stock | $487.5k | <0.1% | 4,306 |  | Added +1,022 |
| [RINGCENTRAL INC CL A (RNG)](/companies/rng.md) | Stock | $487.3k | <0.1% | 12,501 |  | Added +1,505 |
| [NORDSON CORP COM (NDSN)](/companies/ndsn.md) | Stock | $486.6k | <0.1% | 1,613 |  | Added +780 |
| [ICICI BANK LIMITED ADR (IBN)](/companies/ibn.md) | ADR | $486.2k | <0.1% | 16,747 |  | Added +5,710 |
| [DTE ENERGY CO COM (DTE)](/companies/dte.md) | Stock | $485.9k | <0.1% | 3,189 |  | Added +738 |
| [COGNEX CORP COM (CGNX)](/companies/cgnx.md) | Stock | $485.1k | <0.1% | 6,698 |  | Added +1,527 |
| [CSX CORP COM (CSX)](/companies/csx.md) | Stock | $484.5k | <0.1% | 10,194 |  | Added +1,149 |
| STERIS PLC SHS USD | Stock | $483.7k | <0.1% | 2,297 |  | Added +144 |
| [SKYWORKS SOLUTIONS INC COM (SWKS)](/companies/swks.md) | Stock | $482.3k | <0.1% | 7,113 |  | Added +1,152 |
| [FIRST HAWAIIAN INC COM (FHB)](/companies/fhb.md) | Stock | $481.5k | <0.1% | 16,435 |  | Added +4,665 |
| [CROWN HLDGS INC COM (CCK)](/companies/cck.md) | Stock | $481.0k | <0.1% | 4,302 |  | Added +868 |
| ROYAL CARIBBEAN GROUP COM | Stock | $480.1k | <0.1% | 1,512 |  | Added +304 |
| [MARTIN MARIETTA MATLS INC COM (MLM)](/companies/mlm.md) | Stock | $478.7k | <0.1% | 830 |  | Added +9 |
| [VEEVA SYS INC CL A COM (VEEV)](/companies/veev.md) | Stock | $474.6k | <0.1% | 2,674 |  | Added +743 |
| [OMEGA HEALTHCARE INVS INC COM (OHI)](/companies/ohi.md) | REIT | $473.9k | <0.1% | 9,939 |  | Added +2,871 |
| VANECK SEMICONDUCTOR ETF | ETF | $472.9k | <0.1% | 721 |  | New +721 |
| [MICROCHIP TECHNOLOGY INC. COM (MCHP)](/companies/mchp.md) | Stock | $472.8k | <0.1% | 5,185 |  | Added +600 |
| [SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD (SHG)](/companies/shg.md) | ADR | $471.5k | <0.1% | 7,454 |  | Added +2,967 |
| [MANPOWERGROUP INC WIS COM (MAN)](/companies/man.md) | Stock | $470.8k | <0.1% | 13,941 |  | New +13,941 |
| [DOMINION ENERGY INC COM (D)](/companies/d.md) | Stock | $470.4k | <0.1% | 6,888 |  | Added +1,539 |
| TE CONNECTIVITY PLC ORD SHS | Stock | $470.3k | <0.1% | 2,333 |  | Added +25 |
| [PINNACLE WEST CAP CORP COM (PNW)](/companies/pnw.md) | Stock | $468.2k | <0.1% | 4,376 |  | Added +1,074 |
| [CIENA CORP COM NEW (CIEN)](/companies/cien.md) | Stock | $466.0k | <0.1% | 950 |  | Added +215 |
| [CIRRUS LOGIC INC COM (CRUS)](/companies/crus.md) | Stock | $465.9k | <0.1% | 3,137 |  | Added +578 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | $465.8k | <0.1% | 2,106 |  | Unchanged |
| ARCH CAP GROUP LTD ORD | Stock | $463.2k | <0.1% | 4,773 |  | Added +298 |
| [REGENERON PHARMACEUTICALS COM (REGN)](/companies/regn.md) | Stock | $463.1k | <0.1% | 743 |  | Reduced −34 |
| [PHILLIPS 66 COM (PSX)](/companies/psx.md) | Stock | $462.4k | <0.1% | 2,735 |  | Added +393 |
| [HERSHEY CO COM (HSY)](/companies/hsy.md) | Stock | $462.1k | <0.1% | 2,634 |  | Reduced −72 |
| [BEST BUY INC COM (BBY)](/companies/bby.md) | Stock | $461.4k | <0.1% | 6,080 |  | New +6,080 |
| [OCCIDENTAL PETE CORP COM (OXY)](/companies/oxy.md) | Stock | $460.2k | <0.1% | 9,474 |  | Added +2,726 |
| [DECKERS OUTDOOR CORP COM (DECK)](/companies/deck.md) | Stock | $460.2k | <0.1% | 4,634 |  | Reduced −398 |
| [PTC INC COM (PTC)](/companies/ptc.md) | Stock | $459.4k | <0.1% | 4,044 |  | Added +636 |
| [ZIMMER BIOMET HOLDINGS INC COM (ZBH)](/companies/zbh.md) | Stock | $458.6k | <0.1% | 5,327 |  | Added +2,163 |
| [PAYLOCITY HLDG CORP COM (PCTY)](/companies/pcty.md) | Stock | $458.2k | <0.1% | 4,383 |  | Added +1,777 |
| [NIKE INC CL B (NKE)](/companies/nke.md) | Stock | $456.0k | <0.1% | 11,109 |  | Reduced −7,874 |
| [MSC INDL DIRECT INC CL A (MSM)](/companies/msm.md) | Stock | $455.7k | <0.1% | 3,831 |  | Added +1,000 |
| [ENVISTA HOLDINGS CORPORATION COM (NVST)](/companies/nvst.md) | Stock | $448.2k | <0.1% | 17,010 |  | Added +5,261 |
| [ACUSHNET HLDGS CORP COM (GOLF)](/companies/golf.md) | Stock | $446.8k | <0.1% | 3,770 |  | New +3,770 |
| [UNIVERSAL HEALTH RLTY INCOME SH BEN INT (UHT)](/companies/uht.md) | REIT | $446.3k | <0.1% | 10,176 |  | Added +48 |
| [ILLUMINA INC COM (ILMN)](/companies/ilmn.md) | Stock | $446.3k | <0.1% | 2,538 |  | Added +359 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | $446.0k | <0.1% | 16,730 |  | Reduced −319 |
| [TARGA RES CORP COM (TRGP)](/companies/trgp.md) | Stock | $444.3k | <0.1% | 1,657 |  | Added +187 |
| [FLOWERS FOODS INC COM (FLO)](/companies/flo.md) | Stock | $443.0k | <0.1% | 56,081 |  | New +56,081 |
| [BROWN & BROWN INC COM (BRO)](/companies/bro.md) | Stock | $441.8k | <0.1% | 6,887 |  | Added +2,878 |
| [HCA HEALTHCARE INC COM (HCA)](/companies/hca.md) | Stock | $439.7k | <0.1% | 1,128 |  | Reduced −335 |
| [PRIMERICA INC COM (PRI)](/companies/pri.md) | Stock | $437.4k | <0.1% | 1,539 |  | Added +196 |
| [WOORI FINL GROUP INC SPONSORED ADS (WF)](/companies/wf.md) | ADR | $436.5k | <0.1% | 7,605 |  | Added +3,142 |
| [VIATRIS INC COM (VTRS)](/companies/vtrs.md) | Stock | $432.8k | <0.1% | 27,252 |  | Added +6,473 |
| [VERISK ANALYTICS INC COM (VRSK)](/companies/vrsk.md) | Stock | $432.4k | <0.1% | 2,408 |  | Added +85 |
| [HALLIBURTON CO COM (HAL)](/companies/hal.md) | Stock | $432.3k | <0.1% | 12,732 |  | Added +1,151 |
| [DOCUSIGN INC COM (DOCU)](/companies/docu.md) | Stock | $430.2k | <0.1% | 9,685 |  | Added +1,925 |
| [BLOOM ENERGY CORP COM CL A (BE)](/companies/be.md) | Stock | $430.1k | <0.1% | 1,421 |  | New +1,421 |
| [NVR INC COM (NVR)](/companies/nvr.md) | Stock | $429.2k | <0.1% | 63 |  | Added +7 |
| [FORD MTR CO COM (F)](/companies/f.md) | Stock | $428.0k | <0.1% | 30,793 |  | Added +9,694 |
| [KENVUE INC COM (KVUE)](/companies/kvue.md) | Stock | $427.7k | <0.1% | 22,381 |  | Reduced −3,196 |
| [KEURIG DR PEPPER INC COM (KDP)](/companies/kdp.md) | Stock | $427.3k | <0.1% | 13,056 |  | Reduced −223 |
| [HDFC BANK LTD SPONSORED ADS (HDB)](/companies/hdb.md) | ADR | $425.4k | <0.1% | 16,471 |  | Added +5,635 |
| ISHARES RUSSELL MIDCAP ETF | ETF | $424.8k | <0.1% | 3,851 |  | Reduced −1,303 |
| [SOLSTICE ADVANCED MATLS INC COM SHS (SOLS)](/companies/sols.md) | Stock | $423.5k | <0.1% | 4,780 |  | Reduced −2,316 |
| [CLEAN HARBORS INC COM (CLH)](/companies/clh.md) | Stock | $423.0k | <0.1% | 1,416 |  | Added +129 |
| [TEXTRON INC COM (TXT)](/companies/txt.md) | Stock | $418.1k | <0.1% | 4,558 |  | Added +888 |
| [FORTUNE BRANDS INNOVATIONS INC COM (FBIN)](/companies/fbin.md) | Stock | $417.2k | <0.1% | 7,600 |  | Added +784 |
| [BHP BILLITON LIMITED SPONSORED ADS (BHP)](/companies/bhp.md) | ADR | $416.5k | <0.1% | 4,999 |  | Added +1,214 |
| [TYSON FOODS INC CL A (TSN)](/companies/tsn.md) | Stock | $415.6k | <0.1% | 7,259 |  | Added +269 |
| [CHUNGHWA TELECOM CO LTD SPON ADR NEW11 (CHT)](/companies/cht.md) | ADR | $415.2k | <0.1% | 9,380 |  | Added +1,582 |
| [MID-AMER APT CMNTYS INC COM (MAA)](/companies/maa.md) | REIT | $413.8k | <0.1% | 2,978 |  | Added +764 |
| [APTARGROUP INC COM (ATR)](/companies/atr.md) | Stock | $411.9k | <0.1% | 3,290 |  | New +3,290 |
| [AGCO CORP COM (AGCO)](/companies/agco.md) | Stock | $408.8k | <0.1% | 3,415 |  | Added +971 |
| [REGENCY CTRS CORP COM (REG)](/companies/reg.md) | REIT | $406.0k | <0.1% | 5,092 |  | Added +1,640 |
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | $405.7k | <0.1% | 1,396 |  | Unchanged |
| [TRUIST FINL CORP COM (TFC)](/companies/tfc.md) | Stock | $405.2k | <0.1% | 8,134 |  | Added +2,998 |
| VANGUARD S&P MID-CAP 400 ETF | ETF | $404.1k | <0.1% | 3,099 |  | Added +10 |
| [APOLLO GLOBAL MGMT INC COM (APO)](/companies/apo.md) | Stock | $401.3k | <0.1% | 3,392 |  | Added +995 |
| [FAIR ISAAC CORP COM (FICO)](/companies/fico.md) | Stock | $399.1k | <0.1% | 334 |  | New +334 |
| [US FOODS HLDG CORP COM (USFD)](/companies/usfd.md) | Stock | $398.3k | <0.1% | 3,896 |  | Reduced −62 |
| [TERADATA CORP DEL COM (TDC)](/companies/tdc.md) | Stock | $396.4k | <0.1% | 11,440 |  | Added +2,681 |
| [CITIZENS FINL GROUP INC COM (CFG)](/companies/cfg.md) | Stock | $395.3k | <0.1% | 5,642 |  | Added +1,599 |
| [EVERCORE INC CLASS A (EVR)](/companies/evr.md) | Stock | $394.7k | <0.1% | 1,156 |  | Added +63 |
| [SCHNEIDER NATIONAL INC CL B (SNDR)](/companies/sndr.md) | Stock | $394.2k | <0.1% | 10,792 |  | Added +153 |
| [DIAMONDBACK ENERGY INC COM (FANG)](/companies/fang.md) | Stock | $393.1k | <0.1% | 2,236 |  | Added +340 |
| [HASBRO INC COM (HAS)](/companies/has.md) | Stock | $392.0k | <0.1% | 4,746 |  | Reduced −2,019 |
| [OTIS WORLDWIDE CORP COM (OTIS)](/companies/otis.md) | Stock | $391.9k | <0.1% | 5,473 |  | Added +1,760 |
| [WORKDAY INC CL A (WDAY)](/companies/wday.md) | Stock | $391.8k | <0.1% | 3,201 |  | Added +824 |
| [DIAGEO PLC SPON ADR NEW (DEO)](/companies/deo.md) | ADR | $387.3k | <0.1% | 4,818 |  | Reduced −968 |
| [DYNATRACE INC COM NEW (DT)](/companies/dt.md) | Stock | $385.9k | <0.1% | 8,789 |  | Added +212 |
| [RBC BEARINGS INC COM (RBC)](/companies/rbc.md) | Stock | $385.8k | <0.1% | 599 |  | Reduced −35 |
| [CENCORA INC COM (COR)](/companies/cor.md) | Stock | $383.7k | <0.1% | 1,356 |  | Reduced −283 |
| [AUTONATION INC COM (AN)](/companies/an.md) | Stock | $382.4k | <0.1% | 2,058 |  | Reduced −270 |
| [BROADRIDGE FINL SOLUTIONS INC COM (BR)](/companies/br.md) | Stock | $382.4k | <0.1% | 2,792 |  | Added +938 |
| [GAMING & LEISURE P COM (GLPI)](/companies/glpi.md) | REIT | $379.8k | <0.1% | 8,529 |  | New +8,529 |
| [SYSCO CORP COM (SYY)](/companies/syy.md) | Stock | $377.6k | <0.1% | 4,518 |  | New +4,518 |
| [SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST (GLDM)](/companies/gldm.md) | ETF | $377.3k | <0.1% | 4,751 |  | Reduced −137 |
| [AUTOZONE INC COM (AZO)](/companies/azo.md) | Stock | $377.1k | <0.1% | 118 |  | Reduced −29 |
| [C H ROBINSON WORLDWIDE IN COM NEW (CHRW)](/companies/chrw.md) | Stock | $377.1k | <0.1% | 2,002 |  | Reduced −154 |
| [WEC ENERGY GROUP INC COM (WEC)](/companies/wec.md) | Stock | $376.8k | <0.1% | 3,227 |  | Added +1,090 |
| JAZZ PHARMACEUTICALS PLC SHS USD | Stock | $376.2k | <0.1% | 1,561 |  | Added +477 |
| [LANDSTAR SYS INC COM (LSTR)](/companies/lstr.md) | Stock | $373.7k | <0.1% | 1,807 |  | New +1,807 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | $372.0k | <0.1% | 4,908 |  | Added +999 |
| [OGE ENERGY CORP COM (OGE)](/companies/oge.md) | Stock | $370.9k | <0.1% | 7,622 |  | Added +2,453 |
| [INCYTE CORP COM (INCY)](/companies/incy.md) | Stock | $370.1k | <0.1% | 3,265 |  | New +3,265 |
| [REYNOLDS CONSUMER PRODS INC COM (REYN)](/companies/reyn.md) | Stock | $370.1k | <0.1% | 13,783 |  | New +13,783 |
| [MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (MUFG)](/companies/mufg.md) | ADR | $367.6k | <0.1% | 18,483 |  | Added +5,164 |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | $367.1k | <0.1% | 3,809 |  | Unchanged |
| [CDW CORP COM (CDW)](/companies/cdw.md) | Stock | $367.1k | <0.1% | 2,610 |  | Added +640 |
| [STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)](/companies/dia.md) | ETF | $364.1k | <0.1% | 697 |  | Reduced −435 |
| SOUNDWATCH HEDGED EQUITY ETF | ETF | $364.0k | <0.1% | 11,138 |  | Unchanged |
| [GRACO INC COM (GGG)](/companies/ggg.md) | Stock | $363.5k | <0.1% | 4,807 |  | Added +465 |
| [COUSINS PPTYS INC COM NEW (CUZ)](/companies/cuz.md) | REIT | $362.5k | <0.1% | 12,090 |  | Added +951 |
| [MERCURY SYS INC COM (MRCY)](/companies/mrcy.md) | Stock | $362.1k | <0.1% | 2,960 |  | New +2,960 |
| [D R HORTON INC COM (DHI)](/companies/dhi.md) | Stock | $361.8k | <0.1% | 2,221 |  | New +2,221 |
| [EXPEDITORS INTL WASH INC COM (EXPD)](/companies/expd.md) | Stock | $361.5k | <0.1% | 2,218 |  | Added +690 |
| [NOVO-NORDISK A S ADR (NVO)](/companies/nvo.md) | ADR | $361.4k | <0.1% | 7,540 |  | Added +1,891 |
| [KROGER CO COM (KR)](/companies/kr.md) | Stock | $361.3k | <0.1% | 6,506 |  | Added +1,932 |
| [CLOUDFLARE INC CL A COM (NET)](/companies/net.md) | Stock | $360.7k | <0.1% | 1,471 |  | New +1,471 |
| ISHARES MSCI CANADA ETF | ETF | $359.8k | <0.1% | 6,243 |  | New +6,243 |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | $358.8k | <0.1% | 2,180 |  | Added +25 |
| [PRUDENTIAL FINL INC COM (PRU)](/companies/pru.md) | Stock | $358.6k | <0.1% | 3,322 |  | New +3,322 |
| QORVO INC COM | Stock | $358.3k | <0.1% | 3,842 |  | Added +1,165 |
| [HP INC COM (HPQ)](/companies/hpq.md) | Stock | $356.9k | <0.1% | 16,266 |  | Added +4,393 |
| [MDU RES GROUP INC COM (MDU)](/companies/mdu.md) | Stock | $356.7k | <0.1% | 16,816 |  | Added +2,369 |
| [COHERENT CORP COM (COHR)](/companies/cohr.md) | Stock | $356.3k | <0.1% | 903 |  | New +903 |
| [BECTON DICKINSON & CO COM (BDX)](/companies/bdx.md) | Stock | $354.3k | <0.1% | 2,341 |  | Added +25 |
| [DIGITALOCEAN HLDGS INC COM (DOCN)](/companies/docn.md) | Stock | $353.6k | <0.1% | 2,252 |  | New +2,252 |
| [CHEFS WHSE INC COM (CHEF)](/companies/chef.md) | Stock | $352.9k | <0.1% | 3,672 |  | Added +23 |
| [EVERGY INC COM (EVRG)](/companies/evrg.md) | Stock | $351.9k | <0.1% | 4,071 |  | Added +581 |
| ISHARES EUROPE ETF | ETF | $349.3k | <0.1% | 4,795 |  | Unchanged |
| [ALLY FINL INC COM (ALLY)](/companies/ally.md) | Stock | $345.9k | <0.1% | 7,528 |  | New +7,528 |
| [LIVE NATION ENTERTAINMENT INC COM (LYV)](/companies/lyv.md) | Stock | $345.7k | <0.1% | 1,888 |  | Added +201 |
| [DOORDASH INC CL A (DASH)](/companies/dash.md) | Stock | $345.0k | <0.1% | 1,870 |  | Reduced −603 |
| [FIRST INDL RLTY TR INC COM (FR)](/companies/fr.md) | REIT | $344.4k | <0.1% | 5,617 |  | Added +1,491 |
| [XCEL ENERGY INC COM (XEL)](/companies/xel.md) | Stock | $343.5k | <0.1% | 4,278 |  | Added +24 |
| [BANCO SANTANDER SA ADR (SAN)](/companies/san.md) | ADR | $340.9k | <0.1% | 24,700 |  | Added +5,456 |
| [TREX INC COM (TREX)](/companies/trex.md) | Stock | $340.0k | <0.1% | 6,794 |  | New +6,794 |
| SCHWAB U.S. SMALL-CAP ETF | ETF | $338.9k | <0.1% | 9,380 |  | Added +163 |
| [ALLISON TRANSMISSION HLDGS INC COM (ALSN)](/companies/alsn.md) | Stock | $338.9k | <0.1% | 3,006 |  | Reduced −184 |
| CRH PLC ORD | Stock | $338.5k | <0.1% | 3,163 |  | Added +804 |
| [ZOOM COMMUNICATIONS INC CL A (ZM)](/companies/zm.md) | Stock | $337.9k | <0.1% | 3,914 |  | Added +214 |
| [EVERTEC INC COM (EVTC)](/companies/evtc.md) | Stock | $337.7k | <0.1% | 12,157 |  | Added +4,113 |
| [GOLUB CAP BDC INC COM (GBDC)](/companies/gbdc.md) | CEF | $337.0k | <0.1% | 26,162 |  | Added +15,748 |
| [SCOTTS MIRACLE-GRO CO CL A (SMG)](/companies/smg.md) | Stock | $336.9k | <0.1% | 4,947 |  | New +4,947 |
| [EVERPURE INC CL A (P)](/companies/p.md) | Stock | $336.8k | <0.1% | 4,275 |  | Added +640 |
| [DARDEN RESTAURANTS INC COM (DRI)](/companies/dri.md) | Stock | $335.4k | <0.1% | 1,628 |  | New +1,628 |
| [VULCAN MATLS CO COM (VMC)](/companies/vmc.md) | Stock | $334.6k | <0.1% | 1,134 |  | Added +334 |
| [TOLL BROTHERS INC COM (TOL)](/companies/tol.md) | Stock | $334.0k | <0.1% | 2,027 |  | Reduced −224 |
| VANGUARD TOTAL WORLD STOCK ETF | ETF | $331.9k | <0.1% | 2,115 |  | Added +9 |
| [HUBBELL INC COM (HUBB)](/companies/hubb.md) | Stock | $330.9k | <0.1% | 632 |  | Reduced −40 |
| [POSCO HOLDINGS INC SPONSORED ADR (PKX)](/companies/pkx.md) | ADR | $329.4k | <0.1% | 6,411 |  | Added +1,858 |
| [SUNRUN INC COM (RUN)](/companies/run.md) | Stock | $328.8k | <0.1% | 24,571 |  | Added +651 |
| [AMERIPRISE FINL INC COM (AMP)](/companies/amp.md) | Stock | $327.6k | <0.1% | 714 |  | Added +153 |
| LEGGETT & PLATT INC COM | Stock | $327.3k | <0.1% | 27,948 |  | Added +13,307 |
| [MARRIOTT VACATIONS WORLDWIDE C COM (VAC)](/companies/vac.md) | Stock | $326.6k | <0.1% | 3,206 |  | Added +9 |
| [WINTRUST FINL CORP COM (WTFC)](/companies/wtfc.md) | Stock | $326.6k | <0.1% | 2,032 |  | New +2,032 |
| [PPL CORP COM (PPL)](/companies/ppl.md) | Stock | $326.4k | <0.1% | 8,979 |  | Added +2,469 |
| [HUNTINGTON INGALLS INDS INC COM (HII)](/companies/hii.md) | Stock | $326.4k | <0.1% | 1,166 |  | Reduced −120 |
| [PARK HOTELS & RESORTS INC COM (PK)](/companies/pk.md) | REIT | $326.2k | <0.1% | 22,888 |  | Added +5,819 |
| [DAVITA INC COM (DVA)](/companies/dva.md) | Stock | $325.9k | <0.1% | 1,465 |  | Added +139 |
| [CBOE GLOBAL MKTS INC COM (CBOE)](/companies/cboe.md) | Stock | $325.4k | <0.1% | 1,341 |  | Added +208 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | $324.6k | <0.1% | 4,059 |  | Reduced −868 |
| [GLOBUS MED INC CL A (GMED)](/companies/gmed.md) | Stock | $323.9k | <0.1% | 4,099 |  | New +4,099 |
| [NETAPP INC COM (NTAP)](/companies/ntap.md) | Stock | $323.8k | <0.1% | 2,092 |  | New +2,092 |
| EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | ETF | $323.1k | <0.1% | 11,069 |  | Unchanged |
| [BANK OZK LITTLE ROCK ARK COM (OZK)](/companies/ozk.md) | Stock | $323.1k | <0.1% | 6,202 |  | New +6,202 |
| [MODERNA INC COM (MRNA)](/companies/mrna.md) | Stock | $322.7k | <0.1% | 4,608 |  | Added +220 |
| [PAYPAL HLDGS INC COM (PYPL)](/companies/pypl.md) | Stock | $321.8k | <0.1% | 7,453 |  | Reduced −1,805 |
| [HAWAIIAN ELEC INDS INC MTN BE COM (HE)](/companies/he.md) | Stock | $321.0k | <0.1% | 23,725 |  | Added +3,585 |
| [RESMED INC COM (RMD)](/companies/rmd.md) | Stock | $319.9k | <0.1% | 1,641 |  | Reduced −135 |
| FLEX LTD ORD | Stock | $319.8k | <0.1% | 1,973 |  | New +1,973 |
| [PALOMAR HLDGS INC COM (PLMR)](/companies/plmr.md) | Stock | $313.8k | <0.1% | 2,483 |  | Reduced −2,449 |
| [GEN DIGITAL INC COM (GEN)](/companies/gen.md) | Stock | $313.0k | <0.1% | 12,576 |  | New +12,576 |
| [GOLDMAN SACHS BDC INC SHS (GSBD)](/companies/gsbd.md) | CEF | $312.6k | <0.1% | 32,975 |  | New +32,975 |
| [C4 THERAPEUTICS INC COM STK (CCCC)](/companies/cccc.md) | Stock | $310.7k | <0.1% | 66,536 |  | Unchanged |
| NVENT ELEC PLC SHS | Stock | $310.5k | <0.1% | 1,831 |  | New +1,831 |
| [VISTRA CORP COM (VST)](/companies/vst.md) | Stock | $308.4k | <0.1% | 1,944 |  | Added +71 |
| [MOLINA HEALTHCARE INC COM (MOH)](/companies/moh.md) | Stock | $306.9k | <0.1% | 1,342 |  | New +1,342 |
| CIMPRESS PLC SHS EURO | Stock | $306.5k | <0.1% | 3,014 |  | Unchanged |
| [INSULET CORP COM (PODD)](/companies/podd.md) | Stock | $305.7k | <0.1% | 2,008 |  | Added +842 |
| [QUANTINUUM INC CL A COM (QNT)](/companies/qnt.md) | Stock | $304.1k | <0.1% | 3,720 |  | New +3,720 |
| [FACTSET RESH SYS INC COM (FDS)](/companies/fds.md) | Stock | $303.9k | <0.1% | 1,321 |  | New +1,321 |
| [MAIN STR CAP CORP COM (MAIN)](/companies/main.md) | CEF | $303.3k | <0.1% | 5,847 |  | Unchanged |
| [BOYD GAMING CORP COM (BYD)](/companies/byd.md) | Stock | $302.9k | <0.1% | 3,429 |  | Added +486 |
| [FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT)](/companies/frt.md) | REIT | $302.1k | <0.1% | 2,447 |  | New +2,447 |
| [HIGHWOODS PPTYS INC COM (HIW)](/companies/hiw.md) | REIT | $301.8k | <0.1% | 10,008 |  | New +10,008 |
| [ELEMENT SOLUTIONS INC COM (ESI)](/companies/esi.md) | Stock | $301.5k | <0.1% | 6,315 |  | New +6,315 |
| [IMMUNITYBIO INC COM (IBRX)](/companies/ibrx.md) | Stock | $301.3k | <0.1% | 34,410 |  | Reduced −280 |
| VANGUARD S&P 500 GROWTH ETF | ETF | $300.0k | <0.1% | 3,631 |  | Added +3,026 |
| [BAIN CAP SPECIALTY FIN INC COM STK (BCSF)](/companies/bcsf.md) | CEF | $298.3k | <0.1% | 23,825 |  | New +23,825 |
| ISHARES MSCI ACWI ETF | ETF | $298.2k | <0.1% | 1,900 |  | New +1,900 |
| [TYLER TECHNOLOGIES INC COM (TYL)](/companies/tyl.md) | Stock | $298.2k | <0.1% | 1,020 |  | Reduced −370 |
| [DOLLAR GEN CORP COM (DG)](/companies/dg.md) | Stock | $298.1k | <0.1% | 2,590 |  | Added +82 |
| [ALIGN TECHNOLOGY INC COM (ALGN)](/companies/algn.md) | Stock | $297.2k | <0.1% | 1,762 |  | Added +133 |
| TOWER SEMICONDUCTOR LTD SHS NEW | Stock | $297.1k | <0.1% | 1,140 |  | New +1,140 |
| [UNIVERSAL HLTH SVCS INC CL B (UHS)](/companies/uhs.md) | Stock | $296.5k | <0.1% | 1,994 |  | Added +687 |
| [UNUM GROUP COM (UNM)](/companies/unm.md) | Stock | $296.0k | <0.1% | 3,311 |  | Added +486 |
| CHART INDS INC COM | Stock | $295.4k | <0.1% | 1,414 |  | Reduced −1,590 |
| [ASSURANT INC COM (AIZ)](/companies/aiz.md) | Stock | $293.8k | <0.1% | 1,094 |  | New +1,094 |
| [WESCO INTL INC COM (WCC)](/companies/wcc.md) | Stock | $293.6k | <0.1% | 850 |  | New +850 |
| [HENRY JACK & ASSOC INC COM (JKHY)](/companies/jkhy.md) | Stock | $291.7k | <0.1% | 2,118 |  | Added +266 |
| [GALLAGHER ARTHUR J & CO COM (AJG)](/companies/ajg.md) | Stock | $290.1k | <0.1% | 1,264 |  | Added +319 |
| [INTERNATIONAL FLAVORS&FRAGRANC COM (IFF)](/companies/iff.md) | Stock | $289.2k | <0.1% | 3,650 |  | New +3,650 |
| [ORMAT TECHNOLOGIES INC COM (ORA)](/companies/ora.md) | Stock | $288.7k | <0.1% | 2,651 |  | Added +100 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | $286.4k | <0.1% | 9,033 |  | Unchanged |
| [VALMONT INDS INC COM (VMI)](/companies/vmi.md) | Stock | $285.9k | <0.1% | 495 |  | New +495 |
| [DEXCOM INC COM (DXCM)](/companies/dxcm.md) | Stock | $285.8k | <0.1% | 4,244 |  | Reduced −770 |
| [INTERACTIVE BROKERS GROUP INC COM CL A (IBKR)](/companies/ibkr.md) | Stock | $284.0k | <0.1% | 3,263 |  | New +3,263 |
| [ITT INC COM (ITT)](/companies/itt.md) | Stock | $283.4k | <0.1% | 1,433 |  | Reduced −57 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | $281.9k | <0.1% | 3,675 |  | Unchanged |
| [TRAVEL PLUS LEISURE CO COM (TNL)](/companies/tnl.md) | Stock | $279.7k | <0.1% | 3,660 |  | Added +676 |
| [REPUBLIC SVCS INC COM (RSG)](/companies/rsg.md) | Stock | $279.6k | <0.1% | 1,312 |  | Reduced −75 |
| [ELANCO ANIMAL HEALTH INC COM (ELAN)](/companies/elan.md) | Stock | $279.5k | <0.1% | 11,355 |  | Added +1,271 |
| [SONY GROUP CORP SPONSORED ADR (SONY)](/companies/sony.md) | ADR | $279.2k | <0.1% | 13,919 |  | Reduced −179 |
| [CUBESMART COM (CUBE)](/companies/cube.md) | REIT | $279.2k | <0.1% | 7,019 |  | New +7,019 |
| [CGI INC CL A SUB VTG (GIB)](/companies/gib.md) | Stock | $278.2k | <0.1% | 4,308 |  | Reduced −667 |
| [EDISON INTL COM (EIX)](/companies/eix.md) | Stock | $277.7k | <0.1% | 3,730 |  | Added +252 |
| FIDELITY MSCI ENERGY INDEX ETF | ETF | $277.1k | <0.1% | 9,375 |  | Added +1,650 |
| [CHIPOTLE MEXICAN GRILL INC COM (CMG)](/companies/cmg.md) | Stock | $275.8k | <0.1% | 8,112 |  | Reduced −1,525 |
| [SANMINA CORP COM (SANM)](/companies/sanm.md) | Stock | $274.8k | <0.1% | 1,086 |  | New +1,086 |
| [AMERICAN HOMES 4 RENT CL A (AMH)](/companies/amh.md) | REIT | $274.6k | <0.1% | 8,191 |  | New +8,191 |
| [FEDEX FGHT HLDG CO INC COMMON STOCK (FDXF)](/companies/fdxf.md) | Stock | $274.1k | <0.1% | 1,815 |  | New +1,815 |
| ISHARES LATIN AMERICA 40 ETF | ETF | $272.7k | <0.1% | 8,081 |  | Reduced −56 |
| FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | ETF | $272.1k | <0.1% | 813 |  | New +813 |
| [AVERY DENNISON CORP COM (AVY)](/companies/avy.md) | Stock | $272.1k | <0.1% | 1,676 |  | New +1,676 |
| [MIZUHO FINANCIAL GROUP INC SPONSORED ADR (MFG)](/companies/mfg.md) | ADR | $271.6k | <0.1% | 28,351 |  | Added +7,932 |
| [AMEREN CORP COM (AEE)](/companies/aee.md) | Stock | $271.0k | <0.1% | 2,397 |  | New +2,397 |
| [HARLEY DAVIDSON INC COM (HOG)](/companies/hog.md) | Stock | $270.9k | <0.1% | 11,076 |  | New +11,076 |
| [BANCORP INC DEL COM (TBBK)](/companies/tbbk.md) | Stock | $270.9k | <0.1% | 4,325 |  | Added +106 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | $270.8k | <0.1% | 5,620 |  | Unchanged |
| [LENNOX INTL INC COM (LII)](/companies/lii.md) | Stock | $270.7k | <0.1% | 472 |  | Added +8 |
| [CANADIAN PACIFIC KANSAS CITY COM (CP)](/companies/cp.md) | Stock | $270.7k | <0.1% | 3,124 |  | Added +180 |
| [ARROW ELECTRS INC COM (ARW)](/companies/arw.md) | Stock | $270.3k | <0.1% | 1,267 |  | New +1,267 |
| AVALONBAY CMNTYS INC COM | REIT | $270.2k | <0.1% | 1,432 |  | Added +148 |
| [CORPAY INC COM SHS (CPAY)](/companies/cpay.md) | Stock | $268.3k | <0.1% | 805 |  | New +805 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | $267.9k | <0.1% | 7,916 |  | Unchanged |
| [EQUITY RESIDENTIAL SH BEN INT (VMRK)](/companies/vmrk.md) | REIT | $266.1k | <0.1% | 3,917 |  | Added +449 |
| COPA HOLDINGS SA CL A | Stock | $265.9k | <0.1% | 1,709 |  | New +1,709 |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | $265.5k | <0.1% | 2,777 |  | Unchanged |
| [REGIONS FINANCIAL CORP NEW COM (RF)](/companies/rf.md) | Stock | $265.4k | <0.1% | 8,789 |  | New +8,789 |
| [TEXAS ROADHOUSE INC COM (TXRH)](/companies/txrh.md) | Stock | $265.3k | <0.1% | 1,373 |  | Reduced −82 |
| [COINBASE GLOBAL INC COM CL A (COIN)](/companies/coin.md) | Stock | $264.7k | <0.1% | 1,811 |  | Reduced −338 |
| [SPACE EXPLORATION TECHN CORP CLASS A COM STK (SPCX)](/companies/spcx.md) | Stock | $263.0k | <0.1% | 1,539 |  | New +1,539 |
| STATE STREET SPDR S&P BIOTECH ETF | ETF | $262.7k | <0.1% | 1,660 |  | Unchanged |
| NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | REIT | $262.4k | <0.1% | 5,900 |  | New +5,900 |
| [NISOURCE INC COM (NI)](/companies/ni.md) | Stock | $262.3k | <0.1% | 5,517 |  | Added +413 |
| [SBA COMMUNICATIONS CORP CL A (SBAC)](/companies/sbac.md) | REIT | $261.7k | <0.1% | 1,483 |  | New +1,483 |
| [BAKER HUGHES COMPANY CL A (BKR)](/companies/bkr.md) | Stock | $260.3k | <0.1% | 4,690 |  | Added +724 |
| [SMUCKER J M CO COM NEW (SJM)](/companies/sjm.md) | Stock | $260.1k | <0.1% | 2,312 |  | New +2,312 |
| [BJS WHSL CLUB HLDGS INC COM (BJ)](/companies/bj.md) | Stock | $259.6k | <0.1% | 2,976 |  | Reduced −2,019 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | ETF | $259.5k | <0.1% | 2,422 |  | Unchanged |
| [BERKLEY W R CORP COM (WRB)](/companies/wrb.md) | Stock | $259.3k | <0.1% | 3,676 |  | Added +648 |
| [CAMDEN PPTY TR SH BEN INT (CPT)](/companies/cpt.md) | REIT | $258.9k | <0.1% | 2,261 |  | Added +42 |
| VANGUARD REAL ESTATE ETF | ETF | $258.3k | <0.1% | 2,679 |  | Reduced −111 |
| [MGIC INVT CORP WIS COM (MTG)](/companies/mtg.md) | Stock | $256.4k | <0.1% | 9,093 |  | New +9,093 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | ETF | $255.4k | <0.1% | 2,770 |  | Reduced −17 |
| [TORO CO COM (TTC)](/companies/ttc.md) | Stock | $253.8k | <0.1% | 2,605 |  | New +2,605 |
| STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | ETF | $252.6k | <0.1% | 890 |  | Unchanged |
| [UGI CORP NEW COM (UGI)](/companies/ugi.md) | Stock | $252.4k | <0.1% | 7,307 |  | New +7,307 |
| [ACUITY INC COM (AYI)](/companies/ayi.md) | Stock | $252.4k | <0.1% | 670 |  | New +670 |
| [CINCINNATI FINL CORP COM (CINF)](/companies/cinf.md) | Stock | $251.1k | <0.1% | 1,356 |  | Reduced −209 |
| BUNGE GLOBAL SA COM SHS | Stock | $251.0k | <0.1% | 2,352 |  | New +2,352 |
| [HA SUSTAINABLE INFRA CAP INC COM (HASI)](/companies/hasi.md) | REIT | $249.8k | <0.1% | 6,396 |  | Reduced −5,915 |
| [TELEFLEX INCORPORATED COM (TFX)](/companies/tfx.md) | Stock | $249.2k | <0.1% | 1,966 |  | New +1,966 |
| [SK TELECOM CO LTD SPONSORED ADR (SKM)](/companies/skm.md) | ADR | $248.6k | <0.1% | 7,730 |  | New +7,730 |
| AXIS CAP HLDGS LTD SHS | Stock | $247.5k | <0.1% | 2,304 |  | New +2,304 |
| [ENTERPRISE PRODS PARTNERS L P COM (EPD)](/companies/epd.md) | Stock | $247.5k | <0.1% | 6,733 |  | Reduced −4,400 |
| [YETI HLDGS INC COM (YETI)](/companies/yeti.md) | Stock | $246.9k | <0.1% | 4,981 |  | New +4,981 |
| [ULTA BEAUTY INC COM (ULTA)](/companies/ulta.md) | Stock | $246.1k | <0.1% | 546 |  | Reduced −298 |
| [ACADIA HEALTHCARE COMPANY INC COM (ACHC)](/companies/achc.md) | Stock | $246.1k | <0.1% | 8,334 |  | New +8,334 |
| [PATRICK INDS INC COM (PATK)](/companies/patk.md) | Stock | $246.0k | <0.1% | 2,740 |  | Reduced −3,077 |
| NOVOCURE LTD ORD SHS | Stock | $245.9k | <0.1% | 16,228 |  | Added +415 |
| [ATLASSIAN CORPORATION CL A (TEAM)](/companies/team.md) | Stock | $244.9k | <0.1% | 3,148 |  | New +3,148 |
| [SAP SE SPON ADR (SAP)](/companies/sap.md) | ADR | $244.5k | <0.1% | 1,587 |  | Reduced −24 |
| [PACCAR INC COM (PCAR)](/companies/pcar.md) | Stock | $244.4k | <0.1% | 2,035 |  | Reduced −2,019 |
| [ABRDN PHYSICAL SILVER SHARES ETF (SIVR)](/companies/sivr.md) | ETF | $243.4k | <0.1% | 4,330 |  | Unchanged |
| [BANK NOVA SCOTIA B C COM (BNS)](/companies/bns.md) | Stock | $243.4k | <0.1% | 2,803 |  | New +2,803 |
| PACER US SMALL CAP CASH COWS ETF | ETF | $242.6k | <0.1% | 4,794 |  | Unchanged |
| [SOLVENTUM CORP COM SHS (SOLV)](/companies/solv.md) | Stock | $241.7k | <0.1% | 3,133 |  | New +3,133 |
| AXALTA COATING SYS LTD COM | Stock | $240.7k | <0.1% | 7,034 |  | New +7,034 |
| [OLD REP INTL CORP COM (ORI)](/companies/ori.md) | Stock | $240.2k | <0.1% | 5,870 |  | New +5,870 |
| [CENTERPOINT ENERGY INC COM (CNP)](/companies/cnp.md) | Stock | $240.0k | <0.1% | 5,449 |  | Added +751 |
| [ORIX CORP SPONSORED ADR (IX)](/companies/ix.md) | ADR | $238.2k | <0.1% | 6,261 |  | New +6,261 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | $237.0k | <0.1% | 2,506 |  | Reduced −1,569 |
| [CANADIAN NAT RES LTD MED TERM COM (CNQ)](/companies/cnq.md) | Stock | $236.9k | <0.1% | 5,997 |  | Reduced −2,026 |
| [MOHAWK INDS INC COM (MHK)](/companies/mhk.md) | Stock | $236.3k | <0.1% | 1,948 |  | New +1,948 |
| GENPACT LIMITED SHS | Stock | $236.2k | <0.1% | 8,589 |  | Added +1,754 |
| [ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 (JPM)](/companies/jpm.md) | ETF | $235.2k | <0.1% | 6,818 |  | Reduced −8,095 |
| [UDR INC COM (UDR)](/companies/udr.md) | REIT | $234.6k | <0.1% | 5,877 |  | New +5,877 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | $234.6k | <0.1% | 6,738 |  | Unchanged |
| CARNIVAL CORP LTD COMMON SHARES | Stock | $234.3k | <0.1% | 8,200 |  | New +8,200 |
| [REALTY INCOME CORP COM (O)](/companies/o.md) | REIT | $234.0k | <0.1% | 3,777 |  | Reduced −197 |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | $233.3k | <0.1% | 858 |  | New +858 |
| [MONGODB INC CL A (MDB)](/companies/mdb.md) | Stock | $233.3k | <0.1% | 695 |  | Reduced −281 |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | ETF | $232.1k | <0.1% | 5,761 |  | Reduced −200 |
| [GSK PLC SPONSORED ADR (GSK)](/companies/gsk.md) | ADR | $232.0k | <0.1% | 4,426 |  | New +4,426 |
| [VICI PPTYS INC COM (VICI)](/companies/vici.md) | REIT | $231.9k | <0.1% | 8,735 |  | New +8,735 |
| [FIRST AMERN FINL CORP COM (FAF)](/companies/faf.md) | Stock | $231.9k | <0.1% | 3,381 |  | New +3,381 |
| [MORNINGSTAR INC COM (MORN)](/companies/morn.md) | Stock | $231.1k | <0.1% | 1,481 |  | New +1,481 |
| [DOW (DOW)](/companies/dow.md) | Stock | $230.9k | <0.1% | 8,441 |  | Added +774 |
| [POPULAR INC COM NEW (BPOP)](/companies/bpop.md) | Stock | $230.8k | <0.1% | 1,406 |  | New +1,406 |
| [MADISON SQUARE GRDN SPRT CORP CL A (MSGS)](/companies/msgs.md) | Stock | $230.7k | <0.1% | 574 |  | New +574 |
| UBS GROUP AG SHS | Stock | $230.5k | <0.1% | 4,651 |  | New +4,651 |
| AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF | ETF | $230.0k | <0.1% | 1,728 |  | New +1,728 |
| [LIBERTY MEDIA CORP DEL COM LBTY ONE S C (FWONA)](/companies/fwona.md) | Stock | $229.1k | <0.1% | 2,408 |  | New +2,408 |
| [GODADDY INC CL A (GDDY)](/companies/gddy.md) | Stock | $228.1k | <0.1% | 2,687 |  | New +2,687 |
| [RPM INTL INC COM (RPM)](/companies/rpm.md) | Stock | $228.0k | <0.1% | 2,051 |  | New +2,051 |
| [DROPBOX INC CL A (DBX)](/companies/dbx.md) | Stock | $227.8k | <0.1% | 8,292 |  | New +8,292 |
| [COOPER COS INC COM (COO)](/companies/coo.md) | Stock | $225.6k | <0.1% | 3,146 |  | New +3,146 |
| FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | ETF | $223.9k | <0.1% | 6,455 |  | New +6,455 |
| [ARCHER DANIELS MIDLAND CO COM (ADM)](/companies/adm.md) | Stock | $222.2k | <0.1% | 2,909 |  | New +2,909 |
| [SUNCOR ENERGY INC NEW COM (SU)](/companies/su.md) | Stock | $221.9k | <0.1% | 4,134 |  | Reduced −359 |
| [ATMOS ENERGY CORP COM (ATO)](/companies/ato.md) | Stock | $221.0k | <0.1% | 1,283 |  | New +1,283 |
| [GUIDEWIRE SOFTWARE INC COM (GWRE)](/companies/gwre.md) | Stock | $220.8k | <0.1% | 1,794 |  | Added +333 |
| [WIPRO LTD SPON ADR 1 SH (WIT)](/companies/wit.md) | ADR | $220.5k | <0.1% | 98,020 |  | Added +42,725 |
| [AXON ENTERPRISE INC COM (AXON)](/companies/axon.md) | Stock | $219.7k | <0.1% | 392 |  | New +392 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | $219.7k | <0.1% | 3,912 |  | Added +1,707 |
| VANGUARD INDUSTRIALS ETF | ETF | $218.0k | <0.1% | 605 |  | New +605 |
| [WATSCO INC COM (WSO)](/companies/wso.md) | Stock | $216.7k | <0.1% | 520 |  | Reduced −93 |
| [TELADOC HEALTH INC COM (TDOC)](/companies/tdoc.md) | Stock | $216.5k | <0.1% | 25,536 |  | Added +8,364 |
| [EXTRA SPACE STORAGE INC COM (EXR)](/companies/exr.md) | REIT | $216.5k | <0.1% | 1,490 |  | New +1,490 |
| [BP PLC SPONSORED ADR (BP)](/companies/bp.md) | ADR | $216.5k | <0.1% | 5,859 |  | Added +586 |
| VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | ETF | $215.9k | <0.1% | 2,456 |  | Added +1,866 |
| [REVVITY INC COM (RVTY)](/companies/rvty.md) | Stock | $215.6k | <0.1% | 1,938 |  | New +1,938 |
| [CNA FINL CORP COM (CNA)](/companies/cna.md) | Stock | $214.5k | <0.1% | 4,412 |  | New +4,412 |
| [CRANE COMPANY COMMON STOCK (CR)](/companies/cr.md) | Stock | $214.4k | <0.1% | 961 |  | New +961 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $213.9k | <0.1% | 2,554 |  | New +2,554 |
| [DR REDDYS LABS LTD ADR (RDY)](/companies/rdy.md) | ADR | $211.4k | <0.1% | 14,589 |  | Reduced −4,407 |
| [BROWN FORMAN CORP CL B (BF-B)](/companies/bf-b.md) | Stock | $210.8k | <0.1% | 7,911 |  | New +7,911 |
| [OKTA INC CL A (OKTA)](/companies/okta.md) | Stock | $210.8k | <0.1% | 1,545 |  | New +1,545 |
| [ACI WORLDWIDE INC COM (ACIW)](/companies/aciw.md) | Stock | $210.2k | <0.1% | 4,179 |  | New +4,179 |
| [BLOCK H & R INC COM (HRB)](/companies/hrb.md) | Stock | $209.5k | <0.1% | 5,501 |  | New +5,501 |
| [CARVANA CO CL A (CVNA)](/companies/cvna.md) | Stock | $208.9k | <0.1% | 3,174 |  | New +3,174 |
| [ROCKET LAB CORP COM (RKLB)](/companies/rklb.md) | Stock | $208.7k | <0.1% | 2,053 |  | New +2,053 |
| [FOX CORP CL A COM (FOXA)](/companies/foxa.md) | Stock | $208.3k | <0.1% | 3,993 |  | New +3,993 |
| [BRITISH AMERN TOB PLC SPONSORED ADR (BTI)](/companies/bti.md) | ADR | $207.3k | <0.1% | 3,356 |  | New +3,356 |
| [ARES MANAGEMENT CORPORATION CL A COM STK (ARES)](/companies/ares.md) | Stock | $206.0k | <0.1% | 1,851 |  | New +1,851 |
| [F N B CORP COM (FNB)](/companies/fnb.md) | Stock | $205.6k | <0.1% | 10,778 |  | New +10,778 |
| [POWELL INDS INC COM (POWL)](/companies/powl.md) | Stock | $204.7k | <0.1% | 715 |  | Added +337 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | $203.5k | <0.1% | 1,288 |  | Reduced −650 |
| [NUVEEN AMT FREE MUN CR INC FD COM (NVG)](/companies/nvg.md) | CEF | $202.7k | <0.1% | 15,835 |  | New +15,835 |
| [LG DISPLAY CO LTD SPONS ADR REP (LPL)](/companies/lpl.md) | ADR | $201.9k | <0.1% | 51,906 |  | Added +13,915 |
| [CARLISLE COS INC COM (CSL)](/companies/csl.md) | Stock | $201.3k | <0.1% | 555 |  | Reduced −1,004 |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | $201.0k | <0.1% | 1,689 |  | New +1,689 |
| ELDRIDGE BBB-B CLO ETF | ETF | $200.5k | <0.1% | 7,590 |  | New +7,590 |
| [FIDELITY NATL INFORMATION SVCS COM (FIS)](/companies/fis.md) | Stock | $200.2k | <0.1% | 5,150 |  | New +5,150 |
| [GLOBAL PMTS INC COM (GPN)](/companies/gpn.md) | Stock | $200.2k | <0.1% | 2,759 |  | Reduced −306 |
| [ZEBRA TECHNOLOGIES CORPORATION CL A (ZBRA)](/companies/zbra.md) | Stock | $200.1k | <0.1% | 760 |  | New +760 |
| [KOREA ELEC PWR CORP SPONSORED ADR (KEP)](/companies/kep.md) | ADR | $183.6k | <0.1% | 15,171 |  | New +15,171 |
| [HUNTSMAN CORP COM (HUN)](/companies/hun.md) | Stock | $181.4k | <0.1% | 17,084 |  | Added +4,366 |
| [DOUGLAS EMMETT INC COM (DEI)](/companies/dei.md) | REIT | $164.9k | <0.1% | 13,978 |  | New +13,978 |
| [PARAMOUNT SKYDANCE CORP COM CL B (SKYD)](/companies/skyd.md) | Stock | $150.6k | <0.1% | 15,277 |  | New +15,277 |
| [GROCERY OUTLET HLDG CORP COM (GO)](/companies/go.md) | Stock | $145.6k | <0.1% | 14,589 |  | New +14,589 |
| [GREAT ELM CAP CORP COM NEW (GECC)](/companies/gecc.md) | CEF | $145.1k | <0.1% | 26,625 |  | Unchanged |
| [TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 (ERIC)](/companies/eric.md) | ADR | $133.8k | <0.1% | 12,003 |  | Added +750 |
| [NOMURA HLDGS INC SPONSORED ADR (NMR)](/companies/nmr.md) | ADR | $131.7k | <0.1% | 15,002 |  | Added +3,128 |
| SIRIUSXM HOLDINGS INC 3.75 03/15/2028 | Convertible | $131.6k | <0.1% | 115,000 |  | New +115,000 |
| [INFOSYS LTD SPONSORED ADR (INFY)](/companies/infy.md) | ADR | $130.3k | <0.1% | 12,422 |  | Added +844 |
| ISHARES SEMICONDUCTOR ETF | ETF | $128.2k | <0.1% | 200 | Put | New +200 |
| [GRAPHIC PACKAGING HLDG CO COM (GPK)](/companies/gpk.md) | Stock | $126.4k | <0.1% | 11,954 |  | New +11,954 |
| [BLUE OWL CAPITAL CORPORATION COM (OBDC)](/companies/obdc.md) | CEF | $124.3k | <0.1% | 11,434 |  | Unchanged |
| [PRIME MEDICINE INC COM (PRME)](/companies/prme.md) | Stock | $118.2k | <0.1% | 32,041 |  | Reduced −333 |
| PPL CAP FDG INC 2.875 03/15/2028 | Corp Bond | $107.8k | <0.1% | 95,000 |  | New +95,000 |
| INNOVIVA INC 2.125 03/15/2028 | Convertible | $107.1k | <0.1% | 100,000 |  | New +100,000 |
| [FLEXIBLE SOLUTIONS INTL INC COM (FSI)](/companies/fsi.md) | Stock | $101.8k | <0.1% | 15,292 |  | Reduced −9,889 |
| [LLOYDS BANKING GROUP PLC SPONSORED ADR (LYG)](/companies/lyg.md) | ADR | $100.8k | <0.1% | 17,283 |  | Added +2,632 |
| [ADT INC DEL COM (ADT)](/companies/adt.md) | Stock | $98.2k | <0.1% | 15,102 |  | New +15,102 |
| NORTHERN OIL & GAS INC 3.625 04/15/2029 | Convertible | $81.2k | <0.1% | 85,000 |  | New +85,000 |
| LIBERTY MEDIA CORP DEL 2.25 08/15/2027 | Convertible | $55.7k | <0.1% | 45,000 |  | New +45,000 |
| NEW FORTRESS ENERGY INC COM CL A | Stock | $55.6k | <0.1% | 153,015 |  | Added +2,252 |
| ETSY INC 0.125 09/01/2027 | Convertible | $47.3k | <0.1% | 50,000 |  | New +50,000 |
| [AMBEV SA SPONSORED ADR (ABEV)](/companies/abev.md) | ADR | $46.8k | <0.1% | 14,896 |  | Added +2,642 |
| [ZOOMINFO TECHNOLOGIES INC COMMON STOCK (GTM)](/companies/gtm.md) | Stock | $46.2k | <0.1% | 15,754 |  | Reduced −11,485 |
| [Daktari (DAKT)](/companies/dakt.md) | Stock | $41.0k | <0.1% | 40,989 |  | Unchanged |
| SEALSQ CORP ORD SHS | Stock | $39.6k | <0.1% | 12,556 |  | New +12,556 |
| PROGRESS SOFTWARE CORP 3.5 03/01/2030 | Convertible | $38.2k | <0.1% | 40,000 |  | New +40,000 |
| SPECTRUM BRANDS INC 3.375 06/01/2029 | Corp Bond | $36.4k | <0.1% | 35,000 |  | New +35,000 |
| WINNEBAGO INDS INC 3.25 01/15/2030 | Convertible | $32.5k | <0.1% | 35,000 |  | New +35,000 |
| CHEESECAKE FACTORY INC 2 03/15/2030 | Convertible | $31.8k | <0.1% | 25,000 |  | New +25,000 |
| AMPHASTAR PHARMACEUTICALS INC 2 03/15/2029 | Convertible | $31.8k | <0.1% | 35,000 |  | New +35,000 |
| PACIRA BIOSCIENCES INC 2.125 05/15/2029 | Convertible | $29.9k | <0.1% | 30,000 |  | New +30,000 |
| GUIDEWIRE SOFTWARE INC 1.25 11/01/2029 | Convertible | $28.8k | <0.1% | 30,000 |  | New +30,000 |
| STARWOOD PPTY TR INC 6.75 07/15/2027 | Convertible | $25.3k | <0.1% | 25,000 |  | New +25,000 |
| [INMED PHARMACEUTICALS INC COM NEW (INM)](/companies/inm.md) | Stock | $23.1k | <0.1% | 14,900 |  | New +14,900 |
| HAEMONETICS CORP MASS 2.5 06/01/2029 | Convertible | $20.2k | <0.1% | 20,000 |  | New +20,000 |
| VISHAY INTERTECHNOLOGY INC 2.25 09/15/2030 | Convertible | $19.8k | <0.1% | 10,000 |  | New +10,000 |
| [ONCOLYTICS BIOTECH INC COM NEW (ONCY)](/companies/oncy.md) | Stock | $9.5k | <0.1% | 10,000 |  | New +10,000 |
| [VERDE CLEAN FUELS INC WT EXP 021528 (VGAS)](/companies/vgas.md) | Stock | $1.8k | <0.1% | 62,222 |  | Unchanged |
| NEW FORTRESS ENERGY INC COM CL A | Stock | $363 | <0.1% | 1,000 | Call | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ABRDN PHYSICAL GOLD SHARES ETF (SGOL)](/companies/sgol.md) | ETF | $0 | 0.0% | 0 |  | Sold out −4,952 |
| [ALIBABA GROUP HLDG LTD SPONSORED ADS (BABA)](/companies/baba.md) | ADR | $0 | 0.0% | 0 |  | Sold out −2,357 |
| [ARCHROCK INC COM (AROC)](/companies/aroc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −6,593 |
| ASSURED GUARANTY LTD COM | Stock | $0 | 0.0% | 0 |  | Sold out −2,460 |
| [BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A (BIPC)](/companies/bipc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −8,275 |
| CARNIVAL CORP COMMON STOCK | Stock | $0 | 0.0% | 0 |  | Sold out −7,747 |
| [CCC INTELLIGENT SOLUTIONS HLD COM (CCC)](/companies/ccc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −19,142 |
| [CERTARA INC COM (CERT)](/companies/cert.md) | Stock | $0 | 0.0% | 0 |  | Sold out −12,257 |
| [CHARTER COMMUNICATIONS INC CL A (CHTR)](/companies/chtr.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,041 |
| [CIRCLE INTERNET GROUP INC COM CL A (CRCL)](/companies/crcl.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,962 |
| [CLOROX CO DEL COM (CLX)](/companies/clx.md) | Stock | $0 | 0.0% | 0 |  | Sold out −2,365 |
| [COGNIZANT TECHNOLOGY SOLUTIONS CL A (CTSH)](/companies/ctsh.md) | Stock | $0 | 0.0% | 0 |  | Sold out −6,990 |
| COTERRA ENERGY INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −11,455 |
| [CROWN CASTLE INC COM (CCI)](/companies/cci.md) | REIT | $0 | 0.0% | 0 |  | Sold out −20,769 |
| [DESCARTES SYS GROUP INC COM (DSGX)](/companies/dsgx.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,744 |
| [DOMINOS PIZZA INC COM (DPZ)](/companies/dpz.md) | Stock | $0 | 0.0% | 0 |  | Sold out −598 |
| DUPONT DE NEMOURS INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −13,406 |
| [EPAM SYS INC COM (EPAM)](/companies/epam.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,508 |
| [EQT CORP COM (EQT)](/companies/eqt.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,289 |
| EXXON MOBIL CORP COM | Stock | $0 | 0.0% | 0 |  | Sold out −152,549 |
| [FIVE BELOW INC COM (FIVE)](/companies/five.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,266 |
| [GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC)](/companies/gehc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −4,048 |
| [GRAND CANYON ED INC COM (LOPE)](/companies/lope.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,353 |
| [HEALTHEQUITY INC COM (HQY)](/companies/hqy.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,446 |
| HOLOGIC INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −6,452 |
| HONEYWELL INTL INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −222,296 |
| [INGREDION INC COM (INGR)](/companies/ingr.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,217 |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −2,858 |
| [LULULEMON ATHLETICA INC COM (LULU)](/companies/lulu.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,819 |
| [MOLSON COORS BEVERAGE CO CL B (TAP)](/companies/tap.md) | Stock | $0 | 0.0% | 0 |  | Sold out −6,371 |
| ONCOLYTICS BIOTECH INC COM NEW | Stock | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [OSHKOSH CORP COM (OSK)](/companies/osk.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,448 |
| [POST HLDGS INC COM (POST)](/companies/post.md) | Stock | $0 | 0.0% | 0 |  | Sold out −2,250 |
| [ROLLINS INC COM (ROL)](/companies/rol.md) | Stock | $0 | 0.0% | 0 |  | Sold out −3,991 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −5,652 |
| [TETRA TECH INC NEW COM (TTEK)](/companies/ttek.md) | Stock | $0 | 0.0% | 0 |  | Sold out −7,548 |
| [TEXAS PACIFIC LAND CORPORATION COM (TPL)](/companies/tpl.md) | Stock | $0 | 0.0% | 0 |  | Sold out −544 |
| TOTALENERGIES SE ACT | Stock | $0 | 0.0% | 0 |  | Sold out −3,849 |
| [TOYOTA MOTOR CORP ADS (TM)](/companies/tm.md) | ADR | $0 | 0.0% | 0 |  | Sold out −1,073 |
| [TRIMBLE INC COM (TRMB)](/companies/trmb.md) | Stock | $0 | 0.0% | 0 |  | Sold out −7,315 |
| VANECK GOLD MINERS ETF | ETF | $0 | 0.0% | 0 |  | Sold out −3,058 |
| VANGUARD CONSUMER STAPLES ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,483 |
| [VERSANT MEDIA GROUP INC COM CL A (VSNT)](/companies/vsnt.md) | Stock | $0 | 0.0% | 0 |  | Sold out −5,759 |

Source: SEC EDGAR, Form 13F-HR, accession 0001426853-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.