# Community Financial Services Group, LLC: Form 13F holdings

An institutional investment manager in NEWPORT, VT. SEC CIK 1537319.

- Quarter ended: 2026-06-30
- Filed: 2026-07-09
- Reported value: $686.3m
- Positions: 531 (671 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/1537319/000153731926000003/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ISHARES TR | 7-10 YR TRSY BD | $36.6m | 5.3% | 389,041 |  | Reduced −53,093 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $30.1m | 4.4% | 102,236 |  | Added +989 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $27.4m | 4.0% | 128,365 |  | Added +126,217 |
| [COMMUNITY BANCORP INC VT (CMTV)](/companies/cmtv.md) | COM | $27.3m | 4.0% | 696,493 |  | New +696,493 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $24.2m | 3.5% | 62,916 |  | Reduced −10,215 |
| EXXON MOBIL CORP | COM | $23.8m | 3.5% | 174,947 |  | Reduced −737 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $23.4m | 3.4% | 65,457 |  | Reduced −2,020 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $22.0m | 3.2% | 82,672 |  | Added +74,635 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $21.7m | 3.2% | 58,623 |  | Added +2,653 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $20.9m | 3.0% | 105,935 |  | Added +7,918 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $16.3m | 2.4% | 46,220 |  | Added +165 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $15.9m | 2.3% | 65,809 |  | Added +2,331 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $15.4m | 2.2% | 43,899 |  | Added +1,273 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $15.4m | 2.2% | 46,029 |  | Added +22 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $15.0m | 2.2% | 12,614 |  | Added +1,774 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $13.8m | 2.0% | 14,933 |  | Added +147 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $13.7m | 2.0% | 30,924 |  | Reduced −455 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $13.0m | 1.9% | 119,872 |  | Reduced −478 |
| ISHARES TR | INTRM GOV CR ETF | $12.0m | 1.8% | 113,885 |  | Added +3,348 |
| EATON CORP PLC | SHS | $11.9m | 1.7% | 28,934 |  | Added +168 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.1m | 1.6% | 158,133 |  | Added +155,786 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $10.2m | 1.5% | 16,696 |  | Added +737 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $10.0m | 1.5% | 39,907 |  | Added +681 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $9.9m | 1.4% | 168,809 |  | Added +4,542 |
| LINDE PLC | SHS | $9.0m | 1.3% | 16,924 |  | Added +731 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $8.8m | 1.3% | 62,909 |  | Added +123 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $8.7m | 1.3% | 9,057 |  | Added +431 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $8.6m | 1.3% | 22,059 |  | Added +10,932 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $8.5m | 1.2% | 33,749 |  | Added +1,295 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $8.2m | 1.2% | 59,604 |  | Unchanged |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $8.0m | 1.2% | 93,116 |  | Added +3,882 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $7.9m | 1.1% | 35,632 |  | Reduced −785 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $7.6m | 1.1% | 51,504 |  | Added +1,328 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $6.6m | 1.0% | 117,545 |  | Reduced −60 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $6.4m | 0.9% | 36,984 |  | Added +1,135 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $6.3m | 0.9% | 37,627 |  | Added +4,991 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $6.1m | 0.9% | 17,652 |  | Reduced −2,882 |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $6.0m | 0.9% | 44,632 |  | Reduced −161 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $5.4m | 0.8% | 24,237 |  | Added +572 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $5.4m | 0.8% | 5,498 |  | Added +1 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $5.1m | 0.7% | 19,021 |  | Added +893 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $5.1m | 0.7% | 22,948 |  | Added +792 |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $4.6m | 0.7% | 16,537 |  | Added +65 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $4.6m | 0.7% | 49,597 |  | Added +355 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $4.4m | 0.6% | 47,951 |  | Added +1,146 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $4.3m | 0.6% | 30,476 |  | Added +643 |
| [DANAHER CORP DEL (DHR)](/companies/dhr.md) | COM | $4.3m | 0.6% | 21,964 |  | Added +1,087 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $4.2m | 0.6% | 35,744 |  | Reduced −475 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $4.2m | 0.6% | 43,565 |  | Reduced −3,027 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $3.7m | 0.5% | 29,385 |  | Reduced −128 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $3.6m | 0.5% | 13,476 |  | Reduced −410 |
| [VERALTO CORP (VLTO)](/companies/vlto.md) | COM SHS | $3.4m | 0.5% | 37,615 |  | Reduced −18,305 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $3.3m | 0.5% | 21,773 |  | Added +890 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $3.2m | 0.5% | 43,709 |  | Added +626 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $3.1m | 0.4% | 8,797 |  | Reduced −15 |
| [VERISK ANALYTICS INC (VRSK)](/companies/vrsk.md) | COM | $3.0m | 0.4% | 16,504 |  | Added +540 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $2.9m | 0.4% | 2,226 |  | Added +2,084 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $2.5m | 0.4% | 3,391 |  | Added +8 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $2.3m | 0.3% | 6,390 |  | Added +2,161 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $2.1m | 0.3% | 64,641 |  | Added +4,294 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.9m | 0.3% | 6,231 |  | Unchanged |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $1.8m | 0.3% | 7,511 |  | Added +136 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $1.4m | 0.2% | 5,518 |  | Added +945 |
| [ATMOS ENERGY CORP (ATO)](/companies/ato.md) | COM | $1.3m | 0.2% | 7,311 |  | Added +29 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $1.2m | 0.2% | 3,302 |  | Added +2,137 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.2m | 0.2% | 5,097 |  | Reduced −779 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $1.2m | 0.2% | 2,466 |  | Reduced −141 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $1.2m | 0.2% | 1,064 |  | Added +774 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $1.1m | 0.2% | 1,146 |  | Added +771 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $1.0m | 0.2% | 2,467 |  | New +2,467 |
| INVESCO QQQ TR | UNIT SER 1 | $918.1k | 0.1% | 1,266 |  | Added +149 |
| ISHARES TR | CORE S&P500 ETF | $916.9k | 0.1% | 1,224 |  | Added +22 |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $894.8k | 0.1% | 5,388 |  | Added +65 |
| ISHARES TR | IBONDS DEC 2031 | $824.6k | 0.1% | 41,068 |  | New +41,068 |
| ISHARES TR | IBONDS 29 TRM TS | $741.5k | 0.1% | 34,386 |  | New +34,386 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $726.8k | 0.1% | 3,790 |  | Added +80 |
| ISHARES TR | IBOND DEC 2030 | $714.9k | 0.1% | 36,747 |  | New +36,747 |
| ISHARES TR | ISHARES BIOTECH | $706.5k | 0.1% | 3,716 |  | Reduced −90 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $704.0k | 0.1% | 1,458 |  | Unchanged |
| [REGIONS FINANCIAL CORP NEW (RF)](/companies/rf.md) | COM | $674.5k | <0.1% | 21,898 |  | Reduced −300 |
| ISHARES TR | GL CLEAN ENE ETF | $641.4k | <0.1% | 31,785 |  | Reduced −978 |
| [CARDINAL HEALTH INC (CAH)](/companies/cah.md) | COM | $595.3k | <0.1% | 2,504 |  | Added +2,477 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $544.8k | <0.1% | 837 |  | Reduced −50 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $529.1k | <0.1% | 843 |  | Added +25 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $524.8k | <0.1% | 4,173 |  | Added +441 |
| ISHARES TR | IBONDS DEC 2031 | $523.9k | <0.1% | 25,258 |  | New +25,258 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $518.4k | <0.1% | 3,129 |  | Added +669 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $518.4k | <0.1% | 1,325 |  | Reduced −65 |
| ISHARES TR | IBONDS DEC 29 | $500.8k | <0.1% | 21,719 |  | New +21,719 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $491.4k | <0.1% | 6,045 |  | Added +1,027 |
| [CINCINNATI FINL CORP (CINF)](/companies/cinf.md) | COM | $489.4k | <0.1% | 2,614 |  | Reduced −90 |
| ISHARES TR | CORE MSCI EAFE | $480.2k | <0.1% | 4,998 |  | Unchanged |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $474.0k | <0.1% | 1,656 |  | Added +608 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $468.5k | <0.1% | 3,319 |  | Added +223 |
| ISHARES TR | IBONDS DEC 2030 | $447.7k | <0.1% | 20,635 |  | New +20,635 |
| [BAR HBR BANKSHARES (BHB)](/companies/bhb.md) | COM | $438.2k | <0.1% | 11,344 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $427.9k | <0.1% | 5,206 |  | Unchanged |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $427.0k | <0.1% | 556 |  | Added +348 |
| INVESCO EXCH TRADED FD TR II | ESG S&P 500 EQL | $421.0k | <0.1% | 12,379 |  | Added +6,241 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $417.9k | <0.1% | 814 |  | Added +125 |
| GLOBAL X FDS | S&P 500 CATHOLIC | $394.8k | <0.1% | 4,456 |  | Reduced −15 |
| ISHARES TR | CORE S&P US GWT | $392.8k | <0.1% | 2,097 |  | Reduced −30 |
| VANGUARD INDEX FDS | VALUE ETF | $381.9k | <0.1% | 1,757 |  | Unchanged |
| VANGUARD WORLD FD | CONSUM DIS ETF | $364.0k | <0.1% | 913 |  | Unchanged |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $358.7k | <0.1% | 15,023 |  | Reduced −611 |
| [VENTAS INC (VTR)](/companies/vtr.md) | COM | $346.2k | <0.1% | 3,862 |  | Reduced −250 |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $343.7k | <0.1% | 1,027 |  | Reduced −38 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $341.9k | <0.1% | 824 |  | Added +17 |
| ISHARES TR | IBONDS 28 TRM TS | $330.6k | <0.1% | 14,992 |  | New +14,992 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $296.1k | <0.1% | 1,352 |  | New +1,352 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $287.5k | <0.1% | 676 |  | Added +473 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | $285.7k | <0.1% | 5,040 |  | Reduced −34 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $280.1k | <0.1% | 2,205 |  | Added +550 |
| ISHARES TR | CORE DIV GRWTH | $277.8k | <0.1% | 3,651 |  | Added +1,510 |
| [ROCKET LAB CORP (RKLB)](/companies/rklb.md) | COM | $267.7k | <0.1% | 2,675 |  | New +2,675 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $237.2k | <0.1% | 5,650 |  | Reduced −22 |
| ISHARES TR | EAFE GRWTH ETF | $229.3k | <0.1% | 1,868 |  | Reduced −165 |
| ISHARES TR | IBDS DEC28 ETF | $229.1k | <0.1% | 9,112 |  | New +9,112 |
| ISHARES TR | CORE S&P TTL STK | $225.7k | <0.1% | 1,376 |  | Unchanged |
| ISHARES TR | IBONDS 27 TRM TS | $221.4k | <0.1% | 9,932 |  | New +9,932 |
| [UNILEVER PLC (UL)](/companies/ul.md) | SPON ADR NEW | $215.7k | <0.1% | 3,543 |  | Added +368 |
| ISHARES TR | SELECT DIVID ETF | $214.6k | <0.1% | 1,367 |  | Added +32 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $212.4k | <0.1% | 2,796 |  | Unchanged |
| VANGUARD INDEX FDS | TOTAL STK MKT | $209.7k | <0.1% | 568 |  | Unchanged |
| [BOEING CO (BA)](/companies/ba.md) | COM | $209.4k | <0.1% | 958 |  | Added +605 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $205.8k | <0.1% | 394 |  | Reduced −139 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $198.7k | <0.1% | 1,662 |  | Added +29 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $198.3k | <0.1% | 1,090 |  | Added +790 |
| VANGUARD INDEX FDS | GROWTH ETF | $192.8k | <0.1% | 2,238 |  | Added +1,865 |
| ISHARES TR | CORE S&P MCP ETF | $192.6k | <0.1% | 2,520 |  | Added +185 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $189.6k | <0.1% | 3,150 |  | Added +2,950 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $185.3k | <0.1% | 6,410 |  | Unchanged |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $185.2k | <0.1% | 2,419 |  | Unchanged |
| ISHARES TR | S&P SML 600 GWT | $181.3k | <0.1% | 1,023 |  | Added +23 |
| [RPM INTL INC (RPM)](/companies/rpm.md) | COM | $180.9k | <0.1% | 1,634 |  | Unchanged |
| [AT&T INC (T)](/companies/t.md) | COM | $177.7k | <0.1% | 8,676 |  | Reduced −1,457 |
| [UNION BANKSHARES INC (UNB)](/companies/unb.md) | COM | $177.2k | <0.1% | 7,180 |  | Reduced −1,000 |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | $176.5k | <0.1% | 3,714 |  | Reduced −23 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $175.0k | <0.1% | 1,097 |  | Unchanged |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $174.0k | <0.1% | 293 |  | New +293 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $171.8k | <0.1% | 1,664 |  | Added +587 |
| ISHARES TR | MSCI USA QLT FCT | $170.3k | <0.1% | 778 |  | Reduced −80,664 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $169.1k | <0.1% | 324 |  | Added +260 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $168.3k | <0.1% | 564 |  | Unchanged |
| [SPROTT ASSET MANAGEMENT LP (PHYS)](/companies/phys.md) | PHYSICAL GOLD TR | $164.6k | <0.1% | 5,420 |  | Added +400 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $160.6k | <0.1% | 1,869 |  | Reduced −52 |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $152.9k | <0.1% | 2,137 |  | Added +1,350 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $150.9k | <0.1% | 5,136 |  | New +5,136 |
| ISHARES TR | IBONDS 27 ETF | $147.5k | <0.1% | 6,114 |  | New +6,114 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $140.8k | <0.1% | 388 |  | Added +258 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $137.9k | <0.1% | 255 |  | Unchanged |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $135.6k | <0.1% | 366 |  | Unchanged |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $134.1k | <0.1% | 3,709 |  | Unchanged |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $133.3k | <0.1% | 1,401 |  | Added +890 |
| ISHARES TR | RUS 1000 VAL ETF | $132.9k | <0.1% | 545 |  | Added +10 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $129.1k | <0.1% | 546 |  | Unchanged |
| [FIRST SOLAR INC (FSLR)](/companies/fslr.md) | COM | $123.7k | <0.1% | 533 |  | Unchanged |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $122.0k | <0.1% | 175 |  | Unchanged |
| [M & T BK CORP (MTB)](/companies/mtb.md) | COM | $121.0k | <0.1% | 500 |  | Reduced −1,125 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $118.3k | <0.1% | 377 |  | Added +310 |
| [EAST WEST BANCORP INC (EWBC)](/companies/ewbc.md) | COM | $118.3k | <0.1% | 905 |  | Reduced −360 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $118.0k | <0.1% | 1,272 |  | Unchanged |
| ISHARES TR | MSCI USA MIN VOL | $115.9k | <0.1% | 1,196 |  | New +1,196 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $112.8k | <0.1% | 1,825 |  | New +1,825 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $109.0k | <0.1% | 1,931 |  | Unchanged |
| [3M CO (MMM)](/companies/mmm.md) | COM | $108.6k | <0.1% | 679 |  | Reduced −67 |
| [AUTONATION INC (AN)](/companies/an.md) | COM | $108.0k | <0.1% | 586 |  | New +586 |
| [FORTINET INC (FTNT)](/companies/ftnt.md) | COM | $105.2k | <0.1% | 662 |  | New +662 |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $102.2k | <0.1% | 663 |  | Reduced −1,634 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $100.8k | <0.1% | 279 |  | Unchanged |
| [SPROTT ASSET MANAGEMENT LP (PSLV)](/companies/pslv.md) | PHYSICAL SILVER | $100.5k | <0.1% | 5,325 |  | Unchanged |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $100.0k | <0.1% | 945 |  | Reduced −45,229 |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $98.2k | <0.1% | 563 |  | Unchanged |
| [DECKERS OUTDOOR CORP (DECK)](/companies/deck.md) | COM | $96.3k | <0.1% | 960 |  | New +960 |
| [COMMUNITY FINANCIAL SYSTEM I (CBU)](/companies/cbu.md) | COM | $95.1k | <0.1% | 1,389 |  | Unchanged |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $93.4k | <0.1% | 219 |  | Unchanged |
| [STATE STR SPDR DOW JONES IND (DIA)](/companies/dia.md) | UT SER 1 | $93.0k | <0.1% | 178 |  | Added +128 |
| [COCA-COLA FEMSA SAB DE CV (KOF)](/companies/kof.md) | SPONS ADS REP | $92.3k | <0.1% | 872 |  | New +872 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $91.7k | <0.1% | 728 |  | Unchanged |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $89.1k | <0.1% | 480 |  | Reduced −25 |
| [LIBERTY ALL STAR EQUITY FD (USA)](/companies/usa.md) | SH BEN INT | $88.0k | <0.1% | 15,118 |  | Unchanged |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $87.0k | <0.1% | 1,800 |  | Unchanged |
| [CENCORA INC (COR)](/companies/cor.md) | COM | $86.5k | <0.1% | 300 |  | Unchanged |
| ISHARES INC | CORE MSCI EMKT | $86.4k | <0.1% | 1,072 |  | Unchanged |
| [IMPINJ INC (PI)](/companies/pi.md) | COM | $85.4k | <0.1% | 595 |  | New +595 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $85.0k | <0.1% | 415 |  | Unchanged |
| SPDR SERIES TRUST | STATE STREET SPD | $83.7k | <0.1% | 756 |  | New +756 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $82.2k | <0.1% | 343 |  | Unchanged |
| [SNAP ON INC (SNA)](/companies/sna.md) | COM | $80.7k | <0.1% | 200 |  | Unchanged |
| [GENUINE PARTS CO (GPC)](/companies/gpc.md) | COM | $79.8k | <0.1% | 680 |  | Unchanged |
| [FORD MTR CO (F)](/companies/f.md) | COM | $78.6k | <0.1% | 5,760 |  | Reduced −888 |
| [HENRY JACK & ASSOC INC (JKHY)](/companies/jkhy.md) | COM | $78.5k | <0.1% | 551 |  | Reduced −65 |
| [CARRIER GLOBAL CORPORATION (CARR)](/companies/carr.md) | COM | $77.3k | <0.1% | 1,072 |  | Unchanged |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $76.4k | <0.1% | 1,490 |  | Unchanged |
| ACCENTURE PLC IRELAND | SHS CLASS A | $76.3k | <0.1% | 582 |  | Added +517 |
| ISHARES TR | IBONDS DEC 28 | $75.0k | <0.1% | 2,939 |  | New +2,939 |
| [NISOURCE INC (NI)](/companies/ni.md) | COM | $74.1k | <0.1% | 1,582 |  | Unchanged |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $74.0k | <0.1% | 3,119 |  | Unchanged |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $73.6k | <0.1% | 605 |  | New +605 |
| [ROYCE SMALL CAP TRUST INC (RVT)](/companies/rvt.md) | COM | $72.5k | <0.1% | 3,918 |  | Unchanged |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $72.1k | <0.1% | 320 |  | Reduced −140 |
| [PUBLIC STORAGE (PSA)](/companies/psa.md) | COM | $72.0k | <0.1% | 223 |  | Added +199 |
| JOHNSON CONTROLS INTERNATION | SHS | $71.1k | <0.1% | 491 |  | Unchanged |
| ISHARES TR | ISHS 1-5YR INVS | $71.0k | <0.1% | 1,361 |  | Reduced −39 |
| ISHARES TR | RUS 1000 GRW ETF | $69.9k | <0.1% | 568 |  | Added +413 |
| ISHARES TR | LOW CARBON OPTIM | $68.5k | <0.1% | 272 |  | Unchanged |
| VANGUARD WORLD FD | CONSUM STP ETF | $68.2k | <0.1% | 302 |  | Unchanged |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $68.2k | <0.1% | 100 |  | Unchanged |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM NEW | $67.0k | <0.1% | 160 |  | Unchanged |
| ISHARES TR | EAFE VALUE ETF | $66.8k | <0.1% | 875 |  | New +875 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | $66.7k | <0.1% | 3,000 |  | New +3,000 |
| SPDR SERIES TRUST | STATE STREET SPD | $66.2k | <0.1% | 423 |  | Added +198 |
| [HORMEL FOODS CORP (HRL)](/companies/hrl.md) | COM | $65.3k | <0.1% | 2,624 |  | Unchanged |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $63.8k | <0.1% | 200 |  | Unchanged |
| COLUMBIA ETF TR I | RESH ENHNC COR | $62.7k | <0.1% | 1,443 |  | New +1,443 |
| ISHARES TR | S&P 500 GRWT ETF | $61.3k | <0.1% | 448 |  | Reduced −2,128 |
| ISHARES TR | US AER DEF ETF | $61.0k | <0.1% | 250 |  | Added +147 |
| VANGUARD WORLD FD | ENERGY ETF | $59.6k | <0.1% | 399 |  | New +399 |
| ISHARES TR | ESG MSCI LEADR | $58.9k | <0.1% | 444 |  | Unchanged |
| [WEYERHAEUSER CO (WY)](/companies/wy.md) | COM NEW | $58.5k | <0.1% | 2,481 |  | Reduced −2,260 |
| [CLEAN HARBORS INC (CLH)](/companies/clh.md) | COM | $58.1k | <0.1% | 200 |  | Unchanged |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $58.0k | <0.1% | 217 |  | Unchanged |
| [ALLIANT ENERGY CORP (LNT)](/companies/lnt.md) | COM | $57.1k | <0.1% | 754 |  | Unchanged |
| TOTALENERGIES SE | ACT | $56.5k | <0.1% | 755 |  | Reduced −31 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $56.1k | <0.1% | 1,024 |  | Unchanged |
| [DIGITAL RLTY TR INC (DLR)](/companies/dlr.md) | COM | $56.1k | <0.1% | 318 |  | New +318 |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $55.0k | <0.1% | 377 |  | Unchanged |
| ISHARES TR | IBONDS DEC 27 | $54.9k | <0.1% | 2,167 |  | New +2,167 |
| [FORTIS INC (FTS)](/companies/fts.md) | COM | $54.8k | <0.1% | 968 |  | Reduced −759 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $54.3k | <0.1% | 525 |  | Added +45 |
| ISHARES INC | MSCI TAIWAN ETF | $52.5k | <0.1% | 497 |  | Unchanged |
| SPOTIFY TECHNOLOGY S A | SHS | $52.4k | <0.1% | 111 |  | New +111 |
| [WHIRLPOOL CORP (WHR)](/companies/whr.md) | COM | $51.2k | <0.1% | 1,275 |  | Added +635 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $50.5k | <0.1% | 528 |  | Unchanged |
| [CLEARWAY ENERGY INC (CWEN)](/companies/cwen.md) | CL C | $50.3k | <0.1% | 1,500 |  | Unchanged |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $49.9k | <0.1% | 180 |  | New +180 |
| MEDTRONIC PLC | SHS | $48.3k | <0.1% | 610 |  | New +610 |
| [AST SPACEMOBILE INC (ASTS)](/companies/asts.md) | COM CL A | $47.4k | <0.1% | 550 |  | New +550 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $46.7k | <0.1% | 51 |  | Unchanged |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $46.7k | <0.1% | 1,368 |  | Unchanged |
| [RIVIAN AUTOMOTIVE INC (RIVN)](/companies/rivn.md) | COM CL A | $46.4k | <0.1% | 2,698 |  | Unchanged |
| [DOVER CORP (DOV)](/companies/dov.md) | COM | $45.6k | <0.1% | 210 |  | Unchanged |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $45.1k | <0.1% | 4,143 |  | Unchanged |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $45.0k | <0.1% | 840 |  | Unchanged |
| [TEREX CORP NEW (TEX)](/companies/tex.md) | COM | $44.7k | <0.1% | 650 |  | Unchanged |
| ONEOK INC NEW | COM | $41.8k | <0.1% | 487 |  | Reduced −50 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $40.5k | <0.1% | 370 |  | Added +233 |
| ISHARES TR | US HLTHCARE ETF | $40.1k | <0.1% | 595 |  | New +595 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $39.3k | <0.1% | 662 |  | Reduced −8,925 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $39.2k | <0.1% | 846 |  | New +846 |
| [RYDER SYS INC (R)](/companies/r.md) | COM | $38.8k | <0.1% | 146 |  | Unchanged |
| [ZEBRA TECHNOLOGIES CORPORATI (ZBRA)](/companies/zbra.md) | CL A | $38.0k | <0.1% | 142 |  | Unchanged |
| [OTIS WORLDWIDE CORP (OTIS)](/companies/otis.md) | COM | $37.9k | <0.1% | 536 |  | Unchanged |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $37.8k | <0.1% | 340 |  | Unchanged |
| WISDOMTREE TR | EUROPE HEDGED EQ | $37.7k | <0.1% | 668 |  | Unchanged |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $37.0k | <0.1% | 185 |  | New +185 |
| [COHEN & STEERS QUALITY INCOM (RQI)](/companies/rqi.md) | COM | $36.7k | <0.1% | 2,977 |  | Unchanged |
| [STATE STR CORP (STT)](/companies/stt.md) | COM | $36.6k | <0.1% | 216 |  | Unchanged |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $36.2k | <0.1% | 125 |  | Reduced −25 |
| [NUVEEN QUALITY MUNCP INCOME (NAD)](/companies/nad.md) | COM | $36.0k | <0.1% | 2,975 |  | Unchanged |
| [NEW YORK TIMES CO MTN BE (NYT)](/companies/nyt.md) | CL A | $35.9k | <0.1% | 500 |  | Unchanged |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $35.0k | <0.1% | 95 |  | Unchanged |
| [WEST PHARMACEUTICAL SVSC INC (WST)](/companies/wst.md) | COM | $34.3k | <0.1% | 94 |  | Unchanged |
| [AMERICAN INTL GROUP INC (AIG)](/companies/aig.md) | COM NEW | $32.9k | <0.1% | 429 |  | Unchanged |
| [SKYWORKS SOLUTIONS INC (SWKS)](/companies/swks.md) | COM | $32.6k | <0.1% | 494 |  | Unchanged |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $32.2k | <0.1% | 709 |  | New +709 |
| WARNER BROS DISCOVERY INC | COM SER A | $32.1k | <0.1% | 1,197 |  | Unchanged |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $32.0k | <0.1% | 151 |  | Added +113 |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $32.0k | <0.1% | 175 |  | Added +168 |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $31.6k | <0.1% | 308 |  | Unchanged |
| [CANADIAN PACIFIC KANSAS CITY (CP)](/companies/cp.md) | COM | $31.2k | <0.1% | 363 |  | Unchanged |
| ETF OPPORTUNITIES TRUST | AMERICAN CONSER | $31.0k | <0.1% | 574 |  | Unchanged |
| STERIS PLC | SHS USD | $30.6k | <0.1% | 144 |  | Unchanged |
| VANECK ETF TRUST | OIL REFINERS ETF | $29.4k | <0.1% | 626 |  | New +626 |
| [CHENIERE ENERGY INC (LNG)](/companies/lng.md) | COM NEW | $29.3k | <0.1% | 120 |  | New +120 |
| TE CONNECTIVITY PLC | ORD SHS | $29.0k | <0.1% | 144 |  | Reduced −32 |
| [NUVEEN MUN CR INCOME FD (NZF)](/companies/nzf.md) | COM SH BEN INT | $28.9k | <0.1% | 2,279 |  | Unchanged |
| ISHARES TR | RUSSELL 2000 ETF | $28.7k | <0.1% | 96 |  | Unchanged |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $28.6k | <0.1% | 522 |  | Added +122 |
| [IDEXX LABS INC (IDXX)](/companies/idxx.md) | COM | $28.5k | <0.1% | 53 |  | Unchanged |
| [TECK RESOURCES LTD (TECK)](/companies/teck.md) | CL B | $28.5k | <0.1% | 480 |  | Unchanged |
| [MICROCHIP TECHNOLOGY INC. (MCHP)](/companies/mchp.md) | COM | $27.3k | <0.1% | 308 |  | Unchanged |
| [TRACTOR SUPPLY CO (TSCO)](/companies/tsco.md) | COM | $26.9k | <0.1% | 835 |  | Added +810 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $26.4k | <0.1% | 53 |  | New +53 |
| NEUBERGER R/EST SECS INC FD | COM | $26.1k | <0.1% | 8,560 |  | Unchanged |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $25.6k | <0.1% | 60 |  | New +60 |
| SPDR SERIES TRUST | STATE STREET SPD | $25.4k | <0.1% | 442 |  | New +442 |
| [PUBLIC SVC ENTERPRISE GROUP (PEG)](/companies/peg.md) | COM | $25.1k | <0.1% | 313 |  | New +313 |
| ISHARES TR | IBONDS DEC 2030 | $25.0k | <0.1% | 967 |  | New +967 |
| ISHARES TR | IBONDS DEC 2029 | $25.0k | <0.1% | 986 |  | New +986 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $24.9k | <0.1% | 357 |  | Unchanged |
| [KAYNE ANDERSON ENERGY INFRST (KYN)](/companies/kyn.md) | COM | $24.8k | <0.1% | 1,800 |  | Unchanged |
| [RB GLOBAL INC (RBA)](/companies/rba.md) | COM | $24.6k | <0.1% | 218 |  | Unchanged |
| [SAP SE (SAP)](/companies/sap.md) | SPON ADR | $24.4k | <0.1% | 153 |  | Reduced −772 |
| [GARTNER INC (IT)](/companies/it.md) | COM | $24.3k | <0.1% | 182 |  | Unchanged |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COM | $24.2k | <0.1% | 641 |  | Unchanged |
| SELECT SECTOR SPDR TR | STATE STREET CON | $23.6k | <0.1% | 200 |  | Unchanged |
| [OMNICOM GROUP INC (OMC)](/companies/omc.md) | COM | $23.6k | <0.1% | 310 |  | Unchanged |
| [AMERICAN WTR WKS CO INC NEW (AWK)](/companies/awk.md) | COM | $23.1k | <0.1% | 175 |  | Unchanged |
| ETF OPPORTUNITIES TRUST | REX FANG & INNOV | $22.9k | <0.1% | 538 |  | Unchanged |
| [LIBERTY ALL-STAR GROWTH FD I (ASG)](/companies/asg.md) | COM | $22.8k | <0.1% | 4,165 |  | Unchanged |
| ISHARES TR | S&P 500 VAL ETF | $22.8k | <0.1% | 100 |  | Unchanged |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $22.6k | <0.1% | 140 |  | Unchanged |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $22.5k | <0.1% | 500 |  | New +500 |
| [ABERDEEN MUN INCOME FD (MFM)](/companies/mfm.md) | SH BEN INT | $22.4k | <0.1% | 3,986 |  | New +3,986 |
| ROUNDHILL ETF TRUST | S&P 500 ODTE COV | $22.1k | <0.1% | 568 |  | Unchanged |
| SELECT SECTOR SPDR TR | STATE STREET CON | $20.8k | <0.1% | 250 |  | Unchanged |
| [CLEVELAND-CLIFFS INC NEW (CLF)](/companies/clf.md) | COM | $20.7k | <0.1% | 2,200 |  | New +2,200 |
| [CORTEVA INC (CTVA)](/companies/ctva.md) | COM | $20.5k | <0.1% | 245 |  | Unchanged |
| [TYLER TECHNOLOGIES INC (TYL)](/companies/tyl.md) | COM | $19.9k | <0.1% | 66 |  | Unchanged |
| [FEDERAL SIGNAL CORP (FSS)](/companies/fss.md) | COM | $19.5k | <0.1% | 153 |  | Unchanged |
| TRANE TECHNOLOGIES PLC | SHS | $19.4k | <0.1% | 40 |  | Unchanged |
| SPDR SERIES TRUST | STATE STREET SPD | $19.3k | <0.1% | 220 |  | Unchanged |
| [DARDEN RESTAURANTS INC (DRI)](/companies/dri.md) | COM | $19.2k | <0.1% | 95 |  | Unchanged |
| [LINCOLN ELEC HLDGS INC (LECO)](/companies/leco.md) | COM | $19.1k | <0.1% | 74 |  | Unchanged |
| [QNITY ELECTRONICS INC (Q)](/companies/q.md) | COMMON STOCK | $18.7k | <0.1% | 122 |  | Unchanged |
| ISHARES TR | CORE S&P SCP ETF | $18.6k | <0.1% | 126 |  | Added +123 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $17.9k | <0.1% | 101 |  | Unchanged |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | $17.9k | <0.1% | 1,000 |  | Unchanged |
| [WEC ENERGY GROUP INC (WEC)](/companies/wec.md) | COM | $17.8k | <0.1% | 153 |  | Unchanged |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $17.8k | <0.1% | 100 |  | Unchanged |
| [EATON VANCE TX ADV GLBL DIV (ETG)](/companies/etg.md) | COM | $17.6k | <0.1% | 750 |  | Unchanged |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $17.5k | <0.1% | 134 |  | Added +125 |
| GABELLI DIVID & INCOME TR | COM | $17.2k | <0.1% | 585 |  | Unchanged |
| BLACKROCK HEALTH SCIENCES TR | COM | $17.2k | <0.1% | 400 |  | Unchanged |
| [METLIFE INC (MET)](/companies/met.md) | COM | $17.2k | <0.1% | 197 |  | Unchanged |
| [GATX CORP (GATX)](/companies/gatx.md) | COM | $17.2k | <0.1% | 100 |  | Unchanged |
| [NORDSON CORP (NDSN)](/companies/ndsn.md) | COM | $17.1k | <0.1% | 58 |  | Unchanged |
| [RADNET INC (RDNT)](/companies/rdnt.md) | COM | $16.4k | <0.1% | 250 |  | Unchanged |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $16.3k | <0.1% | 76 |  | Unchanged |
| [CAL MAINE FOODS INC (CALM)](/companies/calm.md) | COM NEW | $16.3k | <0.1% | 202 |  | New +202 |
| [GE HEALTHCARE TECHNOLOGIES I (GEHC)](/companies/gehc.md) | COMMON STOCK | $16.2k | <0.1% | 249 |  | Reduced −40 |
| [NEUBERGER MUN FD INC (NBH)](/companies/nbh.md) | COM | $16.0k | <0.1% | 1,510 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $16.0k | <0.1% | 275 |  | Unchanged |
| [MODERNA INC (MRNA)](/companies/mrna.md) | COM | $15.6k | <0.1% | 215 |  | Unchanged |
| ISHARES TR | MSCI INTL VLU FT | $15.4k | <0.1% | 369 |  | New +369 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $15.3k | <0.1% | 100 |  | Unchanged |
| ASML HLDG NV | N Y REGISTRY SHS | $14.7k | <0.1% | 8 |  | Unchanged |
| [CERENCE INC (CRNC)](/companies/crnc.md) | COM | $14.6k | <0.1% | 1,270 |  | Unchanged |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $14.6k | <0.1% | 25 |  | Added +5 |
| [CITIZENS FINL GROUP INC (CFG)](/companies/cfg.md) | COM | $14.4k | <0.1% | 200 |  | Unchanged |
| [NCR ATLEOS CORPORATION (NATL)](/companies/natl.md) | COM SHS | $14.2k | <0.1% | 323 |  | Unchanged |
| [TORO CO (TTC)](/companies/ttc.md) | COM | $14.1k | <0.1% | 145 |  | Unchanged |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $14.0k | <0.1% | 150 |  | Unchanged |
| [KIMBERLY-CLARK CORP (KMB)](/companies/kmb.md) | COM | $13.9k | <0.1% | 125 |  | Unchanged |
| EATON VANCE TAX ADVT DIV INC | COM | $13.9k | <0.1% | 500 |  | Unchanged |
| [MANULIFE FINL CORP (MFC)](/companies/mfc.md) | COM | $13.9k | <0.1% | 341 |  | Unchanged |
| FRONTLINE PLC | COM | $13.8k | <0.1% | 398 |  | Unchanged |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $13.8k | <0.1% | 200 |  | Unchanged |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $13.6k | <0.1% | 50 |  | New +50 |
| [COHEN & STEERS INFRASTRUCTUR (UTF)](/companies/utf.md) | COM | $13.6k | <0.1% | 500 |  | Unchanged |
| [ALNYLAM PHARMACEUTICALS INC (ALNY)](/companies/alny.md) | COM | $13.6k | <0.1% | 45 |  | Unchanged |
| [DORCHESTER MINERALS L P (DMLP)](/companies/dmlp.md) | COM UNIT | $13.3k | <0.1% | 525 |  | Unchanged |
| [XYLEM INC (XYL)](/companies/xyl.md) | COM | $13.3k | <0.1% | 113 |  | Reduced −62 |
| [MARKETAXESS HLDGS INC (MKTX)](/companies/mktx.md) | COM | $13.2k | <0.1% | 115 |  | Unchanged |
| [CHURCH & DWIGHT CO INC (CHD)](/companies/chd.md) | COM | $13.1k | <0.1% | 135 |  | Added +60 |
| ISHARES TR | RUS MID CAP ETF | $13.1k | <0.1% | 119 |  | New +119 |
| [NUVEEN REAL ASSET INCOME & G (JRI)](/companies/jri.md) | COM | $12.9k | <0.1% | 1,000 |  | Unchanged |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $12.8k | <0.1% | 52 |  | New +52 |
| ARK ETF TR | GENOMIC REV ETF | $12.8k | <0.1% | 300 |  | New +300 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $12.6k | <0.1% | 100 |  | New +100 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $12.4k | <0.1% | 149 |  | Unchanged |
| [KEYSIGHT TECHNOLOGIES INC (KEYS)](/companies/keys.md) | COM | $12.4k | <0.1% | 37 |  | Unchanged |
| CHUBB LIMITED | COM | $12.3k | <0.1% | 35 |  | Reduced −25 |
| VANECK ETF TRUST | LOW CARBN ENERGY | $12.3k | <0.1% | 85 |  | Unchanged |
| [DANA INC (DAN)](/companies/dan.md) | COM | $12.1k | <0.1% | 460 |  | Unchanged |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $12.0k | <0.1% | 52 |  | Unchanged |
| [SOLVENTUM CORP (SOLV)](/companies/solv.md) | COM SHS | $12.0k | <0.1% | 153 |  | Unchanged |
| ISHARES TR | PFD AND INCM SEC | $11.5k | <0.1% | 379 |  | Unchanged |
| [SIRIUSXM HOLDINGS INC (SIRI)](/companies/siri.md) | COMMON STOCK | $11.4k | <0.1% | 381 |  | Unchanged |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $11.2k | <0.1% | 11 |  | Unchanged |
| [BROOKFIELD RENEWABLE CORP (BEPC)](/companies/bepc.md) | CL A  EX SUB VTG | $11.1k | <0.1% | 302 |  | New +302 |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $11.0k | <0.1% | 36 |  | Added +30 |
| [ALLIANCEBERNSTEIN HLDG L P (AB)](/companies/ab.md) | UNIT LTD PARTN | $11.0k | <0.1% | 305 |  | Unchanged |
| [HEALTHPEAK PROPERTIES INC (DOC)](/companies/doc.md) | COM | $10.8k | <0.1% | 500 |  | Unchanged |
| [AVERY DENNISON CORP (AVY)](/companies/avy.md) | COM | $10.6k | <0.1% | 65 |  | Reduced −75 |
| [MCCORMICK & CO INC (MKC)](/companies/mkc.md) | COM NON VTG | $10.6k | <0.1% | 200 |  | Unchanged |
| ARK ETF TR | NEXT GNRTN INTER | $10.3k | <0.1% | 70 |  | Unchanged |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $10.2k | <0.1% | 27 |  | Reduced −27 |
| [PUTNAM MUN OPPORTUNITIES TR (PMO)](/companies/pmo.md) | SH BEN INT | $10.0k | <0.1% | 935 |  | Unchanged |
| GLOBAL X FDS | AUTONMOUS EV ETF | $10.0k | <0.1% | 265 |  | Unchanged |
| [AGILENT TECHNOLOGIES INC (A)](/companies/a.md) | COM | $10.0k | <0.1% | 75 |  | Reduced −9 |
| ISHARES TR | US REGNL BKS ETF | $9.9k | <0.1% | 156 |  | Unchanged |
| [ADAM NAT RES FD INC (PEO)](/companies/peo.md) | COM | $9.8k | <0.1% | 400 |  | New +400 |
| NORDIC AMERICAN TANKERS LIMI | COM | $9.6k | <0.1% | 1,735 |  | Unchanged |
| [ASTERA LABS INC (ALAB)](/companies/alab.md) | COM | $9.5k | <0.1% | 22 |  | New +22 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $9.4k | <0.1% | 30 |  | New +30 |
| [LAMAR ADVERTISING CO (LAMR)](/companies/lamr.md) | CL A | $9.4k | <0.1% | 60 |  | Unchanged |
| [BLACKROCK MUNIHOLDINGS FD IN (MHD)](/companies/mhd.md) | COM | $9.0k | <0.1% | 759 |  | Unchanged |
| [INVESCO QUALITY MUN INCOME T (IQI)](/companies/iqi.md) | COM | $8.9k | <0.1% | 877 |  | Unchanged |
| NUVEEN AMT FREE QLTY MUN INC | COM | $8.9k | <0.1% | 761 |  | Unchanged |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $8.8k | <0.1% | 110 |  | New +110 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $8.8k | <0.1% | 36 |  | New +36 |
| [GAMING & LEISURE P (GLPI)](/companies/glpi.md) | COM | $8.7k | <0.1% | 200 |  | Unchanged |
| [LIBERTY LIVE HOLDINGS INC (LLYVA)](/companies/llyva.md) | COM SHS SER C | $8.5k | <0.1% | 79 |  | Unchanged |
| [CONSTELLATION BRANDS INC (STZ)](/companies/stz.md) | CL A | $8.2k | <0.1% | 60 |  | Unchanged |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $8.2k | <0.1% | 209 |  | New +209 |
| ARK ETF TR | INNOVATION ETF | $8.2k | <0.1% | 100 |  | Unchanged |
| [NEXSTAR MEDIA GROUP INC (NXST)](/companies/nxst.md) | COMMON STOCK | $8.2k | <0.1% | 45 |  | Unchanged |
| [BETA TECHNOLOGIES INC (BETA)](/companies/beta.md) | COM SHS CL A | $8.2k | <0.1% | 469 |  | Reduced −100 |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $8.1k | <0.1% | 120 |  | Unchanged |
| [VIATRIS INC (VTRS)](/companies/vtrs.md) | COM | $8.0k | <0.1% | 495 |  | Unchanged |
| [DONALDSON INC (DCI)](/companies/dci.md) | COM | $8.0k | <0.1% | 90 |  | Unchanged |
| [PINNACLE WEST CAP CORP (PNW)](/companies/pnw.md) | COM | $7.8k | <0.1% | 73 |  | Unchanged |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | $7.7k | <0.1% | 80 |  | New +80 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $7.5k | <0.1% | 76 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.5k | <0.1% | 126 |  | Unchanged |
| [UGI CORP NEW (UGI)](/companies/ugi.md) | COM | $7.4k | <0.1% | 216 |  | Unchanged |
| [WABTEC (WAB)](/companies/wab.md) | COM | $7.4k | <0.1% | 28 |  | Unchanged |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $7.3k | <0.1% | 58 |  | New +58 |
| [SS&C TECH HLDGS (SSNC)](/companies/ssnc.md) | COM | $7.0k | <0.1% | 109 |  | Reduced −109 |
| [ONE GAS INC (OGS)](/companies/ogs.md) | COM | $6.9k | <0.1% | 90 |  | Reduced −35 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $6.8k | <0.1% | 109 |  | Unchanged |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $6.7k | <0.1% | 23 |  | Reduced −23 |
| [SONOCO PRODS CO (SON)](/companies/son.md) | COM | $6.6k | <0.1% | 118 |  | Unchanged |
| [DOW HLDGS INC (DOW)](/companies/dow.md) | COM | $6.6k | <0.1% | 245 |  | Unchanged |
| ISHARES INC | MSCI CDA ETF | $6.5k | <0.1% | 112 |  | Reduced −20,858 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $6.5k | <0.1% | 24 |  | New +24 |
| [ALLIENT INC (ALNT)](/companies/alnt.md) | COM | $6.4k | <0.1% | 65 |  | New +65 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $6.3k | <0.1% | 119 |  | Unchanged |
| [TORONTO DOMINION BK ONT (TD)](/companies/td.md) | COM NEW | $6.1k | <0.1% | 50 |  | Unchanged |
| [EQUITY RESIDENTIAL (VMRK)](/companies/vmrk.md) | SH BEN INT | $6.0k | <0.1% | 87 |  | Unchanged |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.7k | <0.1% | 232 |  | New +232 |
| [EVGO INC (EVGO)](/companies/evgo.md) | CL A COM | $5.7k | <0.1% | 3,000 |  | Unchanged |
| [LITHIA MTRS INC (LAD)](/companies/lad.md) | COM | $5.5k | <0.1% | 19 |  | Reduced −19 |
| [NCR VOYIX CORPORATION (VYX)](/companies/vyx.md) | COM | $5.5k | <0.1% | 646 |  | Unchanged |
| ISHARES TR | 3 7 YR TREAS BD | $5.4k | <0.1% | 46 |  | New +46 |
| GLOBAL X FDS | LITHIUM BTRY ETF | $5.3k | <0.1% | 68 |  | Unchanged |
| [PLUG PWR INC (PLUG)](/companies/plug.md) | COM NEW | $5.3k | <0.1% | 2,000 |  | Unchanged |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $5.3k | <0.1% | 19 |  | Unchanged |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $5.3k | <0.1% | 25 |  | Reduced −36 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $5.2k | <0.1% | 30 |  | New +30 |
| [GAMCO GLOBAL GOLD NAT RES & (GGN)](/companies/ggn.md) | COM SH BEN INT | $5.0k | <0.1% | 1,050 |  | Unchanged |
| [EXPEDIA GROUP INC (EXPE)](/companies/expe.md) | COM NEW | $5.0k | <0.1% | 19 |  | Unchanged |
| CHECK POINT SOFTWARE TECH LT | ORD | $4.8k | <0.1% | 36 |  | Reduced −36 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $4.8k | <0.1% | 18 |  | New +18 |
| [COMPASS DIVERSIFIED (CODI)](/companies/codi.md) | SH BEN INT | $4.6k | <0.1% | 400 |  | Unchanged |
| [CROCS INC (CROX)](/companies/crox.md) | COM | $4.6k | <0.1% | 37 |  | New +37 |
| AERCAP HOLDINGS NV | SHS | $4.5k | <0.1% | 32 |  | Unchanged |
| [KRAFT HEINZ CO (KHC)](/companies/khc.md) | COM | $4.5k | <0.1% | 178 |  | Unchanged |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $4.4k | <0.1% | 109 |  | New +109 |
| [HALEON PLC (HLN)](/companies/hln.md) | SPON ADS | $4.2k | <0.1% | 443 |  | Unchanged |
| [MOUNT LOGAN CAP INC (MLCI)](/companies/mlci.md) | COM | $4.1k | <0.1% | 1,189 |  | Reduced −425 |
| [LIBERTY LIVE HOLDINGS INC (LLYVA)](/companies/llyva.md) | COM SER A | $4.1k | <0.1% | 39 |  | Unchanged |
| LIBERTY BROADBAND CORP | COM SER C | $4.0k | <0.1% | 122 |  | Unchanged |
| [VERSANT MEDIA GROUP INC (VSNT)](/companies/vsnt.md) | COM CL A | $4.0k | <0.1% | 109 |  | Reduced −14 |
| [INVESCO ADVANTAGE MUN INCOME (VKI)](/companies/vki.md) | SH BEN INT | $3.8k | <0.1% | 400 |  | Unchanged |
| [WENDYS CO (WEN)](/companies/wen.md) | COM | $3.8k | <0.1% | 425 |  | Unchanged |
| [PUTNAM MANAGED MUN INCOME TR (PMM)](/companies/pmm.md) | COM | $3.7k | <0.1% | 570 |  | Unchanged |
| LIBERTY GLOBAL LTD | COM CL C | $3.7k | <0.1% | 339 |  | Unchanged |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $3.6k | <0.1% | 68 |  | New +68 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $3.5k | <0.1% | 15 |  | Reduced −8 |
| [NASDAQ INC (NDAQ)](/companies/ndaq.md) | COM | $3.5k | <0.1% | 42 |  | Unchanged |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $3.4k | <0.1% | 38 |  | Unchanged |
| [ARTIVION INC (AORT)](/companies/aort.md) | COM | $3.4k | <0.1% | 144 |  | New +144 |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | $3.3k | <0.1% | 125 |  | Unchanged |
| [EVERSOURCE ENERGY (ES)](/companies/es.md) | COM | $3.2k | <0.1% | 45 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | $3.2k | <0.1% | 125 |  | Unchanged |
| [TAKEDA PHARMACEUTICAL CO LTD (TAK)](/companies/tak.md) | SPONSORED ADS | $3.2k | <0.1% | 201 |  | Unchanged |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $3.2k | <0.1% | 33 |  | New +33 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES 203 | $3.2k | <0.1% | 125 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES | $3.1k | <0.1% | 125 |  | Unchanged |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $3.1k | <0.1% | 6 |  | Reduced −20 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $3.1k | <0.1% | 42 |  | Unchanged |
| [NEUBERGER HIGH YIELD ST FD I (NHS)](/companies/nhs.md) | COM | $2.9k | <0.1% | 470 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | $2.9k | <0.1% | 125 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | $2.8k | <0.1% | 125 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | $2.7k | <0.1% | 125 |  | Unchanged |
| [HAWAIIAN ELEC INDS INC MTN B (HE)](/companies/he.md) | COM | $2.7k | <0.1% | 200 |  | Unchanged |
| [HERSHEY CO (HSY)](/companies/hsy.md) | COM | $2.7k | <0.1% | 15 |  | New +15 |
| AVALONBAY CMNTYS INC | COM | $2.7k | <0.1% | 14 |  | Unchanged |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | $2.6k | <0.1% | 125 |  | Unchanged |
| [HOST HOTELS & RESORTS INC (HST)](/companies/hst.md) | COM | $2.5k | <0.1% | 109 |  | Unchanged |
| [LENNAR CORP (LEN)](/companies/len.md) | CL A | $2.5k | <0.1% | 29 |  | Reduced −59 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $2.4k | <0.1% | 8 |  | New +8 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $2.3k | <0.1% | 15 |  | New +15 |
| [ALLIANCEBERNSTEIN NATL MUN I (AFB)](/companies/afb.md) | COM | $2.3k | <0.1% | 200 |  | Unchanged |
| [TC ENERGY CORP (TRP)](/companies/trp.md) | COM | $2.3k | <0.1% | 35 |  | Unchanged |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $2.2k | <0.1% | 16 |  | Reduced −33 |
| [ENERGIZER HLDGS INC (ENR)](/companies/enr.md) | COM | $2.2k | <0.1% | 100 |  | Unchanged |
| [REDWOOD TRUST INC (RWT)](/companies/rwt.md) | COM | $2.2k | <0.1% | 465 |  | Unchanged |
| ISHARES TR | RUS MDCP VAL ETF | $2.1k | <0.1% | 13 |  | New +13 |
| [EXELON CORP (EXC)](/companies/exc.md) | COM | $2.1k | <0.1% | 46 |  | Unchanged |
| [PPL CORP (PPL)](/companies/ppl.md) | COM | $2.0k | <0.1% | 56 |  | Unchanged |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | $1.9k | <0.1% | 28 |  | New +28 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.9k | <0.1% | 37 |  | Unchanged |
| [ADAMAS TRUST INC. (ADAM)](/companies/adam.md) | COM | $1.8k | <0.1% | 193 |  | Unchanged |
| [ATLANTA BRAVES HLDGS INC (BATRA)](/companies/batra.md) | COM SER C | $1.7k | <0.1% | 33 |  | Unchanged |
| ISHARES TR | US SML CAP EQT | $1.6k | <0.1% | 18 |  | New +18 |
| [LIONSGATE STUDIOS CORP (LION)](/companies/lion.md) | COM | $1.5k | <0.1% | 103 |  | Unchanged |
| [CMS ENERGY CORP (CMS)](/companies/cms.md) | COM | $1.5k | <0.1% | 20 |  | Unchanged |
| [VODAFONE GROUP PLC (VOD)](/companies/vod.md) | SPONSORED ADR | $1.5k | <0.1% | 114 |  | Unchanged |
| [KENNAMETAL INC (KMT)](/companies/kmt.md) | COM | $1.5k | <0.1% | 44 |  | Unchanged |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $1.5k | <0.1% | 9 |  | Reduced −6 |
| [NEW MTN FIN CORP (NMFC)](/companies/nmfc.md) | COM | $1.4k | <0.1% | 200 |  | Unchanged |
| [V F CORP (VFC)](/companies/vfc.md) | COM | $1.3k | <0.1% | 79 |  | Unchanged |
| LIBERTY GLOBAL LTD | COM CL A | $1.3k | <0.1% | 113 |  | Unchanged |
| LIBERTY BROADBAND CORP | COM SER A | $1.2k | <0.1% | 38 |  | Unchanged |
| [BLACKROCK TAX MUNICPAL BD TR (BBN)](/companies/bbn.md) | SHS | $1.2k | <0.1% | 74 |  | Unchanged |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $1.1k | <0.1% | 15 |  | Reduced −12 |
| GOLD RESOURCE CORP | COM | $1.1k | <0.1% | 875 |  | Unchanged |
| [ON SEMICONDUCTOR CORP (ON)](/companies/on.md) | COM | $1.0k | <0.1% | 11 |  | New +11 |
| ISHARES TR | MSCI EAFE ETF | $1.0k | <0.1% | 10 |  | Unchanged |
| [ANNALY CAPITAL MANAGEMENT IN (NLY)](/companies/nly.md) | COM NEW | $1.0k | <0.1% | 46 |  | Unchanged |
| [BLACKROCK TCP CAPITAL CORP (TCPC)](/companies/tcpc.md) | COM | $1.0k | <0.1% | 292 |  | Unchanged |
| ISHARES TR | US TREAS BD ETF | $997 | <0.1% | 44 |  | New +44 |
| [TERADATA CORP DEL (TDC)](/companies/tdc.md) | COM | $965 | <0.1% | 28 |  | Unchanged |
| [BCP INVESTMENT CORPORATION (BCIC)](/companies/bcic.md) | COM NEW | $936 | <0.1% | 127 |  | Unchanged |
| [NEWELL BRANDS INC (NWL)](/companies/nwl.md) | COM | $919 | <0.1% | 156 |  | Unchanged |
| [ATLANTA BRAVES HLDGS INC (BATRA)](/companies/batra.md) | COM SER A | $855 | <0.1% | 15 |  | Unchanged |
| [SUNCOKE ENERGY INC (SXC)](/companies/sxc.md) | COM | $685 | <0.1% | 88 |  | Unchanged |
| [OXFORD SQUARE CAP CORP (OXSQ)](/companies/oxsq.md) | COM | $680 | <0.1% | 515 |  | Unchanged |
| [SOLSTICE ADVANCED MATLS INC (SOLS)](/companies/sols.md) | COM SHS | $581 | <0.1% | 7 |  | Reduced −40 |
| TWO HARBORS INVENTMENT CORPO | COM | $580 | <0.1% | 47 |  | Unchanged |
| [LIBERTY CAP CORP (GLIBA)](/companies/gliba.md) | COM SER C | $524 | <0.1% | 24 |  | Unchanged |
| SPDR SERIES TRUST | STATE STREET SPD | $469 | <0.1% | 7 |  | Unchanged |
| [FOUR CORNERS PPTY TR INC (FCPT)](/companies/fcpt.md) | COM | $466 | <0.1% | 19 |  | Unchanged |
| LIBERTY LATIN AMERICA LTD | COM CL C | $458 | <0.1% | 58 |  | Unchanged |
| ISHARES TR | SHRT NAT MUN ETF | $425 | <0.1% | 4 |  | Unchanged |
| [CHARTER COMMUNICATIONS INC (CHTR)](/companies/chtr.md) | CL A | $420 | <0.1% | 3 |  | Unchanged |
| [KYNDRYL HLDGS INC (KD)](/companies/kd.md) | COMMON STOCK | $360 | <0.1% | 30 |  | Unchanged |
| [HUNTINGTON INGALLS INDS INC (HII)](/companies/hii.md) | COM | $279 | <0.1% | 1 |  | Unchanged |
| [LUMEN TECHNOLOGIES INC (LUMN)](/companies/lumn.md) | COM | $200 | <0.1% | 28 |  | Unchanged |
| [STARZ ENTERTAINMENT CORP. (STRZ)](/companies/strz.md) | COM | $181 | <0.1% | 6 |  | Unchanged |
| [LIBERTY CAP CORP (GLIBA)](/companies/gliba.md) | COM SER A | $155 | <0.1% | 7 |  | Unchanged |
| LIBERTY LATIN AMERICA LTD | COM CL A | $150 | <0.1% | 19 |  | Unchanged |
| [CRESCENT ENERGY COMPANY (CRGY)](/companies/crgy.md) | CL A COM | $76 | <0.1% | 8 |  | Unchanged |
| [HEWLETT PACKARD ENTERPRISE C (HPE)](/companies/hpe.md) | COM | $44 | <0.1% | 1 |  | New +1 |
| [VIRGIN GALACTIC HOLDINGS INC (SPCE)](/companies/spce.md) | COM NEW | $3 | <0.1% | 1 |  | Unchanged |
| QVC GROUP INC | COM SER A NEW | $1 | <0.1% | 11 |  | Unchanged |
| [BNB PLUS CORP (BNBX)](/companies/bnbx.md) | COM NEW | $0 | 0.0% | 1 |  | 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [KITE REALTY GROUP TRUST (KRG)](/companies/krg.md) | COM NEW | $12 | <0.1% | 0 |  | Sold out 0 |
| AON PLC | SHS CL A | $0 | 0.0% | 0 |  | Sold out −63 |
| [APTARGROUP INC (ATR)](/companies/atr.md) | COM | $0 | 0.0% | 0 |  | Sold out −68 |
| [CONCENTRA GROUP HOLDINGS PAR (CON)](/companies/con.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −161 |
| [DIAGEO PLC (DEO)](/companies/deo.md) | SPON ADR NEW | $0 | 0.0% | 0 |  | Sold out −87 |
| DUPONT DE NEMOURS INC | COM | $0 | 0.0% | 0 |  | Sold out −245 |
| [FISERV INC (FISV)](/companies/fisv.md) | COM | $0 | 0.0% | 0 |  | Sold out −35 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −1,128 |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $0 | 0.0% | 0 |  | Sold out −1,200 |
| ISHARES INC | MSCI GBL ETF NEW | $0 | 0.0% | 0 |  | Sold out −406 |
| ISHARES TR | GLOB INDSTRL ETF | $0 | 0.0% | 0 |  | Sold out −126 |
| MFS INVT GRADE MUN TR | SH BEN INT | $0 | 0.0% | 0 |  | Sold out −2,825 |
| [NUVEEN AMT FREE MUN CR INC F (NVG)](/companies/nvg.md) | COM | $0 | 0.0% | 0 |  | Sold out −673 |
| SELECT MED HLDGS CORP | COM | $0 | 0.0% | 0 |  | Sold out −200 |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $0 | 0.0% | 0 |  | Sold out −8 |
| THOMSON REUTERS CORP | COM | $0 | 0.0% | 0 |  | Sold out −60 |

Source: SEC EDGAR, Form 13F-HR, accession 0001537319-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.