# Mosley Wealth Management: Form 13F holdings

An institutional investment manager in ANAHEIM, CA. SEC CIK 2011849.

- Quarter ended: 2026-06-30
- Filed: 2026-07-23
- Reported value: $314.3m
- Positions: 781 (781 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/2011849/000201184926000003/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| PEAKSHARES SECTOR ROTATION ETF | ETF | $20.3m | 6.5% | 665,829 |  | Added +627,879 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | $17.6m | 5.6% | 333,920 |  | Added +316,670 |
| VANGUARD MEGA CAP ETF | ETF | $13.8m | 4.4% | 50,608 |  | Added +48,082 |
| WISDOMTREE FLOATING RATE TREASURY FUND | ETF | $12.5m | 4.0% | 248,652 |  | Added +235,540 |
| VANGUARD GROWTH ETF | ETF | $11.9m | 3.8% | 137,968 |  | Added +136,854 |
| VANGUARD HEALTH CARE ETF | ETF | $11.1m | 3.5% | 37,158 |  | Added +35,358 |
| VANGUARD FINANCIALS ETF | ETF | $10.6m | 3.4% | 80,709 |  | Added +77,187 |
| [APPLE INC COM (AAPL)](/companies/aapl.md) | Stock | $10.2m | 3.3% | 35,299 |  | Added +4,581 |
| FIDELITY MOMENTUM FACTOR ETF | ETF | $8.6m | 2.7% | 87,063 |  | Added +80,257 |
| ISHARES CORE S&P 500 ETF | ETF | $7.9m | 2.5% | 10,490 |  | Reduced −6,615 |
| VANGUARD CONSUMER STAPLES ETF | ETF | $7.1m | 2.2% | 31,315 |  | Added +28,109 |
| VANGUARD SMALL CAP VALUE ETF | ETF | $7.0m | 2.2% | 28,982 |  | Added +27,331 |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | ETF | $6.2m | 2.0% | 201,798 |  | Added +191,211 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | $6.2m | 2.0% | 90,368 |  | Added +85,285 |
| ISHARES TIPS BOND ETF | ETF | $6.1m | 2.0% | 56,169 |  | Added +53,242 |
| VANGUARD SHORT-TERM BOND ETF | ETF | $6.1m | 2.0% | 78,721 |  | Added +74,581 |
| INVESCO VARIABLE RATE PREFERRED ETF | ETF | $6.0m | 1.9% | 245,633 |  | Added +236,245 |
| VANGUARD INDUSTRIALS ETF | ETF | $5.9m | 1.9% | 16,434 |  | Added +15,653 |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | $5.6m | 1.8% | 23,205 |  | Added +22,074 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $5.5m | 1.7% | 23,238 |  | Added +22,170 |
| [NVIDIA CORPORATION COM (NVDA)](/companies/nvda.md) | Stock | $3.9m | 1.2% | 19,440 |  | Reduced −1,333 |
| ISHARES S&P 500 GROWTH ETF | ETF | $3.9m | 1.2% | 28,039 |  | Reduced −32,079 |
| [ISHARES GOLD TRUST (IAU)](/companies/iau.md) | ETF | $3.5m | 1.1% | 46,711 |  | Added +9,809 |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ETF | $3.4m | 1.1% | 31,376 |  | Added +30,065 |
| FIRST TRUST US EQUITY OPPORTUNITIES ETF | ETF | $3.1m | 1.0% | 15,062 |  | Added +12,968 |
| [MICROSOFT CORP COM (MSFT)](/companies/msft.md) | Stock | $2.6m | 0.8% | 7,059 |  | Added +1,046 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | $2.6m | 0.8% | 46,010 |  | Reduced −191,892 |
| FIDELITY HIGH DIVIDEND ETF | ETF | $2.5m | 0.8% | 40,682 |  | Added +38,369 |
| ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | $2.4m | 0.7% | 51,039 |  | Reduced −158,482 |
| SIMPLIFY BARRIER INCOME ETF | ETF | $2.1m | 0.7% | 83,950 |  | Added +70,426 |
| FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | ETF | $2.1m | 0.7% | 42,466 |  | Added +40,709 |
| [AMAZON COM INC COM (AMZN)](/companies/amzn.md) | Stock | $1.8m | 0.6% | 7,760 |  | Added +1,848 |
| TRUESHARES SEASONALITY LADDERED BUFFERED ETF | ETF | $1.8m | 0.6% | 65,768 |  | Added +62,043 |
| [JPMORGAN CHASE & CO COM (JPM)](/companies/jpm.md) | Stock | $1.8m | 0.6% | 5,349 |  | Reduced −2,815 |
| [ALPHABET INC CAP STK CL A (GOOGL)](/companies/googl.md) | Stock | $1.7m | 0.5% | 4,798 |  | Reduced −2,119 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | ETF | $1.7m | 0.5% | 31,052 |  | Added +29,062 |
| [MICRON TECHNOLOGY INC COM (MU)](/companies/mu.md) | Stock | $1.6m | 0.5% | 1,387 |  | Added +1,227 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $1.6m | 0.5% | 4,234 |  | Reduced −9,896 |
| ISHARES MSCI EAFE VALUE ETF | ETF | $1.5m | 0.5% | 19,083 |  | Reduced −85,861 |
| [ADVANCED MICRO DEVICES INC COM (AMD)](/companies/amd.md) | Stock | $1.4m | 0.4% | 2,422 |  | Added +1,733 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $1.3m | 0.4% | 16,232 |  | Reduced −67,263 |
| [ALPHABET INC CAP STK CL C (GOOGL)](/companies/googl.md) | Stock | $1.3m | 0.4% | 3,719 |  | Added +75 |
| [PROCTER & GAMBLE CO COM (PG)](/companies/pg.md) | Stock | $1.3m | 0.4% | 8,919 |  | Added +3,066 |
| [JOHNSON & JOHNSON COM (JNJ)](/companies/jnj.md) | Stock | $1.3m | 0.4% | 5,003 |  | Added +3,371 |
| [META PLATFORMS INC CL A (META)](/companies/meta.md) | Stock | $1.2m | 0.4% | 2,218 |  | Added +453 |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | $1.2m | 0.4% | 21,523 |  | Added +20,315 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | $1.2m | 0.4% | 24,027 |  | Added +20,979 |
| [EXXONMOBIL HOLDINGS CORP COM SHS (XOM)](/companies/xom.md) | Stock | $1.2m | 0.4% | 8,554 |  | New +8,554 |
| [BROADCOM INC COM (AVGO)](/companies/avgo.md) | Stock | $1.2m | 0.4% | 3,078 |  | Added +1,615 |
| ALPS EMERGING SECTOR DIVIDEND DOGS ETF | ETF | $1.1m | 0.4% | 47,374 |  | Added +44,585 |
| INVESCO BLOOMBERG PRICING POWER ETF | ETF | $1.1m | 0.4% | 12,543 |  | Added +11,840 |
| SIMPLIFY TREASURY OPTION INCOME ETF | ETF | $1.1m | 0.4% | 47,333 |  | Added +30,913 |
| SIMPLIFY HIGH YIELD ETF | ETF | $1.1m | 0.3% | 51,665 |  | New +51,665 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | $1.1m | 0.3% | 8,697 |  | Reduced −32,095 |
| SIMPLIFY MBS ETF | ETF | $1.1m | 0.3% | 21,813 |  | Added +18,237 |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | ETF | $986.8k | 0.3% | 8,804 |  | New +8,804 |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | ETF | $965.0k | 0.3% | 43,467 |  | Added +38,163 |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | ETF | $938.2k | 0.3% | 9,123 |  | New +9,123 |
| [PARKER-HANNIFIN CORP COM (PH)](/companies/ph.md) | Stock | $929.2k | 0.3% | 950 |  | Reduced −160 |
| STATE STREET US SECTOR ROTATION ETF | ETF | $913.8k | 0.3% | 14,088 |  | Reduced −185,813 |
| FIDELITY MSCI INDUSTRIAL INDEX ETF | ETF | $910.4k | 0.3% | 9,140 |  | New +9,140 |
| ISHARES MBS ETF | ETF | $910.4k | 0.3% | 9,632 |  | Reduced −24,812 |
| [APPLIED MATLS INC COM (AMAT)](/companies/amat.md) | Stock | $889.3k | 0.3% | 1,230 |  | Added +1,124 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | $876.8k | 0.3% | 17,339 |  | Reduced −28,510 |
| VANGUARD S&P 500 ETF | ETF | $861.1k | 0.3% | 1,254 |  | Added +316 |
| FIDELITY MSCI UTILITIES INDEX ETF | ETF | $844.6k | 0.3% | 14,457 |  | New +14,457 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | $832.4k | 0.3% | 3,300 |  | Reduced −14,099 |
| [CISCO SYS INC COM (CSCO)](/companies/csco.md) | Stock | $821.0k | 0.3% | 6,990 |  | Added +6,508 |
| INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF | ETF | $799.0k | 0.3% | 21,720 |  | Added +19,716 |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | ETF | $794.8k | 0.3% | 7,875 |  | Added +7,434 |
| [BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B)](/companies/brk-b.md) | Stock | $789.6k | 0.3% | 1,578 |  | Added +1,096 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $768.6k | 0.2% | 5,183 |  | Reduced −1,461 |
| ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF | ETF | $750.0k | 0.2% | 25,713 |  | Added +23,608 |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | $746.7k | 0.2% | 9,665 |  | New +9,665 |
| SIMPLIFY VOLATILITY PREMIUM ETF | ETF | $740.6k | 0.2% | 46,173 |  | Added +35,848 |
| STATE STREET SPDR S&P 400 MID CAP VALUE ETF | ETF | $740.2k | 0.2% | 7,804 |  | New +7,804 |
| [ALTRIA GROUP INC COM (MO)](/companies/mo.md) | Stock | $718.8k | 0.2% | 9,990 |  | Reduced −6,603 |
| [WALMART INC COM (WMT)](/companies/wmt.md) | Stock | $714.9k | 0.2% | 6,312 |  | Added +1,264 |
| ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF | ETF | $709.8k | 0.2% | 20,415 |  | New +20,415 |
| [PALANTIR TECHNOLOGIES INC CL A (PLTR)](/companies/pltr.md) | Stock | $667.4k | 0.2% | 5,720 |  | Added +474 |
| SIMPLIFY CURRENCY STRATEGY ETF | ETF | $663.2k | 0.2% | 22,263 |  | New +22,263 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | $643.1k | 0.2% | 1,876 |  | Reduced −8,347 |
| SIMPLIFY KAYNE ANDERSON ENERGY AND INFRASTRUCTURE CREDIT ETF | ETF | $630.1k | 0.2% | 24,513 |  | New +24,513 |
| [MASTERCARD INCORPORATED CL A (MA)](/companies/ma.md) | Stock | $617.5k | 0.2% | 1,202 |  | Added +328 |
| ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF | ETF | $597.1k | 0.2% | 15,438 |  | Added +15,152 |
| [MCDONALDS CORP COM (MCD)](/companies/mcd.md) | Stock | $595.2k | 0.2% | 2,202 |  | Added +2,158 |
| FRANKLIN FTSE INDIA ETF | ETF | $590.3k | 0.2% | 16,595 |  | Added +14,472 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | $571.0k | 0.2% | 2,602 |  | Reduced −23,327 |
| FIDELITY MSCI MATERIALS INDEX ETF | ETF | $559.9k | 0.2% | 9,569 |  | New +9,569 |
| [WILLIAMS COS INC COM (WMB)](/companies/wmb.md) | Stock | $537.1k | 0.2% | 7,224 |  | Reduced −12,701 |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | $536.9k | 0.2% | 7,894 |  | Reduced −65,009 |
| [3M CO COM (MMM)](/companies/mmm.md) | Stock | $528.7k | 0.2% | 3,266 |  | Added +1,465 |
| [ORACLE CORP COM (ORCL)](/companies/orcl.md) | Stock | $527.7k | 0.2% | 3,601 |  | Reduced −4,444 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | ETF | $513.1k | 0.2% | 12,527 |  | New +12,527 |
| [CITIGROUP INC COM NEW (C)](/companies/c.md) | Stock | $501.6k | 0.2% | 3,584 |  | Reduced −15,123 |
| ISHARES S&P 500 VALUE ETF | ETF | $497.5k | 0.2% | 2,191 |  | Reduced −19,063 |
| [WATTS WATER TECHNOLOGIES INC CL A (WTS)](/companies/wts.md) | Stock | $490.3k | 0.2% | 1,252 |  | New +1,252 |
| [ABBVIE INC COM (ABBV)](/companies/abbv.md) | Stock | $489.2k | 0.2% | 1,944 |  | Reduced −419 |
| [KINDER MORGAN INC DEL COM (KMI)](/companies/kmi.md) | Stock | $486.8k | 0.2% | 15,225 |  | Reduced −16,267 |
| [AMGEN INC COM (AMGN)](/companies/amgn.md) | Stock | $480.7k | 0.2% | 1,327 |  | Added +34 |
| ISHARES 10-20 YEAR TREASURY BOND ETF | ETF | $477.7k | 0.2% | 4,760 |  | Reduced −19,635 |
| ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF | ETF | $470.4k | 0.1% | 13,195 |  | Added +12,644 |
| [VISA INC COM CL A (V)](/companies/v.md) | Stock | $469.8k | 0.1% | 1,369 |  | Reduced −108 |
| [LAM RESEARCH CORP COM NEW (LRCX)](/companies/lrcx.md) | Stock | $434.4k | 0.1% | 1,002 |  | Reduced −2,062 |
| [PHILIP MORRIS INTL INC COM (PM)](/companies/pm.md) | Stock | $431.8k | 0.1% | 2,387 |  | Added +2,174 |
| [SEMPRA COM (SRE)](/companies/sre.md) | Stock | $416.4k | 0.1% | 4,492 |  | Reduced −5,667 |
| [CIENA CORP COM NEW (CIEN)](/companies/cien.md) | Stock | $413.5k | 0.1% | 843 |  | Reduced −6,743 |
| [MORGAN STANLEY COM NEW (MS)](/companies/ms.md) | Stock | $406.1k | 0.1% | 1,943 |  | Reduced −8,519 |
| [TESLA INC COM (TSLA)](/companies/tsla.md) | Stock | $403.4k | 0.1% | 959 |  | Reduced −274 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | ETF | $394.9k | 0.1% | 4,094 |  | Reduced −9,617 |
| [PEPSICO INC COM (PEP)](/companies/pep.md) | Stock | $390.4k | 0.1% | 2,883 |  | Added +1,324 |
| ISHARES SELECT U.S. REIT ETF | ETF | $390.3k | 0.1% | 5,771 |  | Reduced −24,300 |
| [AT&T INC COM (T)](/companies/t.md) | Stock | $382.7k | 0.1% | 18,490 |  | Reduced −12,815 |
| [UNITEDHEALTH GROUP INC COM (UNH)](/companies/unh.md) | Stock | $380.6k | 0.1% | 916 |  | Reduced −401 |
| [XYLEM INC COM (XYL)](/companies/xyl.md) | Stock | $379.6k | 0.1% | 3,212 |  | Added +90 |
| ALLIANZIM BUFFER20 ALLOCATION ETF | ETF | $377.7k | 0.1% | 13,159 |  | Added +12,111 |
| [CHEVRON CORPORATION COM (CVX)](/companies/cvx.md) | Stock | $376.7k | 0.1% | 2,272 |  | Added +1,640 |
| INVESCO QQQ TRUST SERIES I | ETF | $372.6k | 0.1% | 506 |  | Reduced −69 |
| [ARISTA NETWORKS INC COM SHS (ANET)](/companies/anet.md) | Stock | $372.5k | 0.1% | 2,193 |  | New +2,193 |
| [INTERNATIONAL BUSINESS MACHS COM (IBM)](/companies/ibm.md) | Stock | $369.1k | 0.1% | 1,313 |  | Reduced −1,052 |
| ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF | ETF | $368.8k | 0.1% | 10,377 |  | New +10,377 |
| [WELLS FARGO & CO COM (WFC)](/companies/wfc.md) | Stock | $367.6k | 0.1% | 4,448 |  | Added +4,239 |
| [PALO ALTO NETWORKS INC COM (PANW)](/companies/panw.md) | Stock | $356.7k | 0.1% | 1,046 |  | Reduced −2,039 |
| ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF | ETF | $351.2k | 0.1% | 11,389 |  | New +11,389 |
| [CATERPILLAR INC COM (CAT)](/companies/cat.md) | Stock | $341.3k | 0.1% | 320 |  | Reduced −1 |
| [APTARGROUP INC COM (ATR)](/companies/atr.md) | Stock | $339.1k | 0.1% | 2,709 |  | New +2,709 |
| SIMPLIFY ENHANCED INCOME ETF | ETF | $337.0k | 0.1% | 15,580 |  | Added +7,550 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | $326.3k | 0.1% | 164 |  | Reduced −861 |
| [GRACO INC COM (GGG)](/companies/ggg.md) | Stock | $319.7k | 0.1% | 4,228 |  | New +4,228 |
| [ENBRIDGE INC COM (ENB)](/companies/enb.md) | Stock | $318.9k | 0.1% | 5,883 |  | Unchanged |
| [ELI LILLY & CO COM (LLY)](/companies/lly.md) | Stock | $315.9k | 0.1% | 263 |  | Reduced −1,248 |
| [MARSH & MCLENNAN COS INC COM (MRSH)](/companies/mrsh.md) | Stock | $312.8k | <0.1% | 1,877 |  | Added +3 |
| [VERTIV HOLDINGS CO COM CL A (VRT)](/companies/vrt.md) | Stock | $305.0k | <0.1% | 911 |  | Reduced −5,213 |
| [BANK OF AMER CORP COM (BAC)](/companies/bac.md) | Stock | $302.2k | <0.1% | 5,304 |  | Added +4,593 |
| [COMCAST CORP NEW CL A (CMCSA)](/companies/cmcsa.md) | Stock | $301.5k | <0.1% | 12,281 |  | Added +11,369 |
| [SALESFORCE INC COM (CRM)](/companies/crm.md) | Stock | $283.1k | <0.1% | 1,807 |  | Reduced −500 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | ETF | $276.3k | <0.1% | 6,420 |  | New +6,420 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | ETF | $269.2k | <0.1% | 5,144 |  | Reduced −26,076 |
| [INTUIT COM (INTU)](/companies/intu.md) | Stock | $267.8k | <0.1% | 1,026 |  | Added +992 |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | ETF | $260.8k | <0.1% | 5,228 |  | Reduced −5,480 |
| ONEOK INC NEW COM | Stock | $252.0k | <0.1% | 2,898 |  | Added +33 |
| ANFIELD U.S. EQUITY SECTOR ROTATION ETF | ETF | $247.4k | <0.1% | 11,924 |  | Reduced −24,781 |
| [NETFLIX INC. COM (NFLX)](/companies/nflx.md) | Stock | $236.0k | <0.1% | 3,306 |  | Added +3,125 |
| [STATE STREET SPDR S&P 500 ETF (SPY)](/companies/spy.md) | ETF | $229.6k | <0.1% | 308 |  | Reduced −990 |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | ETF | $226.1k | <0.1% | 3,253 |  | Reduced −314 |
| [LENNAR CORP CL A (LEN)](/companies/len.md) | Stock | $224.6k | <0.1% | 2,482 |  | New +2,482 |
| [ROBINHOOD MKTS INC COM CL A (HOOD)](/companies/hood.md) | Stock | $223.8k | <0.1% | 2,232 |  | Reduced −12,299 |
| ISHARES U.S. TREASURY BOND ETF | ETF | $221.1k | <0.1% | 9,708 |  | Reduced −19,912 |
| TRUESHARES QUARTERLY BEAR HEDGE ETF | ETF | $213.1k | <0.1% | 8,952 |  | Added +7,874 |
| [ASTERA LABS INC COM (ALAB)](/companies/alab.md) | Stock | $213.0k | <0.1% | 441 |  | New +441 |
| [GOLDMAN SACHS GROUP INC COM (GS)](/companies/gs.md) | Stock | $210.1k | <0.1% | 208 |  | Reduced −1,573 |
| [APPLOVIN CORP COM CL A (APP)](/companies/app.md) | Stock | $208.7k | <0.1% | 405 |  | Reduced −234 |
| VANGUARD COMMUNICATION SERVICES ETF | ETF | $201.4k | <0.1% | 1,095 |  | Reduced −5,741 |
| ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF | ETF | $200.9k | <0.1% | 5,152 |  | New +5,152 |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | ETF | $198.2k | <0.1% | 1,850 |  | Reduced −9,595 |
| ANFIELD ENHANCED MARKET ETF | ETF | $194.9k | <0.1% | 16,082 |  | Reduced −118,776 |
| [BRISTOL-MYERS SQUIBB CO COM (BMY)](/companies/bmy.md) | Stock | $194.2k | <0.1% | 3,371 |  | Added +3,200 |
| [TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TSM)](/companies/tsm.md) | ADR | $189.6k | <0.1% | 397 |  | Reduced −1,014 |
| [INTEL CORP COM (INTC)](/companies/intc.md) | Stock | $185.3k | <0.1% | 1,327 |  | Added +572 |
| [COSTCO WHOLESALE CORPORATION COM (COST)](/companies/cost.md) | Stock | $181.8k | <0.1% | 194 |  | Reduced −119 |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | ETF | $179.6k | <0.1% | 4,167 |  | Reduced −39,932 |
| ISHARES S&P 100 ETF | ETF | $171.8k | <0.1% | 470 |  | Reduced −4,476 |
| [VERISK ANALYTICS INC COM (VRSK)](/companies/vrsk.md) | Stock | $170.8k | <0.1% | 952 |  | New +952 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | ETF | $165.4k | <0.1% | 4,969 |  | Reduced −4,261 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $165.2k | <0.1% | 1,330 |  | Added +52 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | $165.1k | <0.1% | 1,712 |  | Reduced −2,867 |
| ANFIELD DYNAMIC FIXED INCOME ETF | ETF | $161.0k | <0.1% | 18,964 |  | Reduced −43,351 |
| [BOEING CO COM (BA)](/companies/ba.md) | Stock | $158.7k | <0.1% | 733 |  | Reduced −9 |
| [CLOUDFLARE INC CL A COM (NET)](/companies/net.md) | Stock | $153.5k | <0.1% | 626 |  | Reduced −1,473 |
| ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF | ETF | $153.0k | <0.1% | 3,897 |  | New +3,897 |
| [SOUTHERN CO COM (SO)](/companies/so.md) | Stock | $149.7k | <0.1% | 1,564 |  | Reduced −10,022 |
| [CUMMINS INC COM (CMI)](/companies/cmi.md) | Stock | $147.0k | <0.1% | 206 |  | Added +5 |
| ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED DEC ETF | ETF | $142.4k | <0.1% | 4,871 |  | Added +4,506 |
| ARK NEXT GENERATION INTERNET ETF | ETF | $140.0k | <0.1% | 967 |  | Reduced −5,495 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | $136.4k | <0.1% | 2,696 |  | Reduced −20,533 |
| [CERENCE INC COM (CRNC)](/companies/crnc.md) | Stock | $131.4k | <0.1% | 11,608 |  | Added +11,022 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $130.2k | <0.1% | 1,046 |  | Added +975 |
| AVANTIS ALL EQUITY MARKETS ETF | ETF | $129.9k | <0.1% | 1,311 |  | New +1,311 |
| ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF | ETF | $129.7k | <0.1% | 3,431 |  | New +3,431 |
| ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF | ETF | $127.0k | <0.1% | 3,802 |  | Added +3,299 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $126.0k | <0.1% | 1,391 |  | Reduced −7,425 |
| ISHARES US FINANCIAL SERVICES ETF | ETF | $125.6k | <0.1% | 1,388 |  | Reduced −7,243 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JUNE | ETF | $120.7k | <0.1% | 4,406 |  | New +4,406 |
| ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF | ETF | $115.7k | <0.1% | 3,826 |  | New +3,826 |
| AVANTIS ALL EQUITY MARKETS VALUE ETF | ETF | $114.3k | <0.1% | 1,345 |  | New +1,345 |
| ISHARES CONVERTIBLE BOND ETF | ETF | $113.4k | <0.1% | 932 |  | Reduced −3,553 |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | ETF | $113.0k | <0.1% | 2,665 |  | Reduced −2,893 |
| [UPSTART HLDGS INC COM (UPST)](/companies/upst.md) | Stock | $112.5k | <0.1% | 3,176 |  | Added +3,090 |
| [COCA COLA CO COM (KO)](/companies/ko.md) | Stock | $112.5k | <0.1% | 1,384 |  | Reduced −6,482 |
| [ROCKET LAB CORP COM (RKLB)](/companies/rklb.md) | Stock | $112.1k | <0.1% | 1,103 |  | Reduced −4,219 |
| [MARVELL TECHNOLOGY INC COM (MRVL)](/companies/mrvl.md) | Stock | $112.0k | <0.1% | 376 |  | Added +341 |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | ETF | $111.9k | <0.1% | 2,122 |  | Reduced −26,068 |
| ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF | ETF | $106.6k | <0.1% | 2,590 |  | New +2,590 |
| [NORTHROP GRUMMAN CORP COM (NOC)](/companies/noc.md) | Stock | $105.5k | <0.1% | 207 |  | Added +2 |
| [VERIZON COMMUNICATIONS INC COM (VZ)](/companies/vz.md) | Stock | $105.0k | <0.1% | 2,480 |  | Reduced −11,211 |
| [HEICO CORP NEW CL A (HEI)](/companies/hei.md) | Stock | $103.7k | <0.1% | 402 |  | Reduced −566 |
| [CENCORA INC COM (COR)](/companies/cor.md) | Stock | $103.4k | <0.1% | 365 |  | Added +3 |
| [GILEAD SCIENCES INC COM (GILD)](/companies/gild.md) | Stock | $102.8k | <0.1% | 814 |  | Reduced −3,673 |
| JANUS HENDERSON AAA CLO ETF | ETF | $102.6k | <0.1% | 2,032 |  | Reduced −1,455 |
| [EMERSON ELEC CO COM (EMR)](/companies/emr.md) | Stock | $94.2k | <0.1% | 658 |  | Reduced −3,546 |
| [VIASAT INC COM (VSAT)](/companies/vsat.md) | Stock | $93.9k | <0.1% | 1,046 |  | Unchanged |
| [RTX CORPORATION COM (RTX)](/companies/rtx.md) | Stock | $93.4k | <0.1% | 492 |  | Reduced −2,232 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MAY | ETF | $91.5k | <0.1% | 3,525 |  | New +3,525 |
| [PUBLIC SVC ENTERPRISE GROUP COM (PEG)](/companies/peg.md) | Stock | $89.8k | <0.1% | 1,106 |  | Reduced −7,190 |
| [HONEYWELL INTL INC COM (HON)](/companies/hon.md) | Stock | $89.3k | <0.1% | 399 |  | New +399 |
| [TALEN ENERGY CORP COM (TLN)](/companies/tln.md) | Stock | $89.1k | <0.1% | 232 |  | Added +217 |
| [ABBOTT LABORATORIES COM (ABT)](/companies/abt.md) | Stock | $87.8k | <0.1% | 967 |  | Reduced −116 |
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | $87.4k | <0.1% | 1,387 |  | Reduced −5,305 |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | ETF | $86.2k | <0.1% | 2,079 |  | Reduced −299 |
| VANGUARD CONSUMER DISCRETIONARY ETF | ETF | $85.0k | <0.1% | 214 |  | Reduced −1,115 |
| [INTUITIVE SURGICAL INC COM NEW (ISRG)](/companies/isrg.md) | Stock | $83.9k | <0.1% | 211 |  | Reduced −1,028 |
| NEBIUS GROUP N.V. SHS CLASS A | Stock | $83.4k | <0.1% | 302 |  | New +302 |
| [HONEYWELL AEROSPACE INC COM (HONA)](/companies/hona.md) | Stock | $82.5k | <0.1% | 373 |  | New +373 |
| [COLUMBIA SPORTSWEAR CO COM (COLM)](/companies/colm.md) | Stock | $80.2k | <0.1% | 1,297 |  | New +1,297 |
| [STARBUCKS CORP COM (SBUX)](/companies/sbux.md) | Stock | $79.6k | <0.1% | 779 |  | Added +182 |
| [VALERO ENERGY CORP COM (VLO)](/companies/vlo.md) | Stock | $78.0k | <0.1% | 300 |  | Reduced −1,506 |
| [SOUTHWEST AIRLS CO COM (LUV)](/companies/luv.md) | Stock | $76.9k | <0.1% | 1,496 |  | Added +26 |
| [MONSTER BEVERAGE CORP NEW COM (MNST)](/companies/mnst.md) | Stock | $75.8k | <0.1% | 789 |  | New +789 |
| [CHENIERE ENERGY INC COM NEW (LNG)](/companies/lng.md) | Stock | $75.1k | <0.1% | 314 |  | Reduced −1,935 |
| [D-WAVE QUANTUM INC COM (QBTS)](/companies/qbts.md) | Stock | $73.3k | <0.1% | 3,057 |  | Reduced −15,007 |
| ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF | ETF | $71.4k | <0.1% | 2,077 |  | New +2,077 |
| [QUALCOMM INC COM (QCOM)](/companies/qcom.md) | Stock | $71.0k | <0.1% | 384 |  | Reduced −11,773 |
| TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF | ETF | $70.3k | <0.1% | 1,546 |  | Added +1,527 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ETF | $69.3k | <0.1% | 591 |  | Reduced −1,243 |
| [HOME DEPOT INC COM (HD)](/companies/hd.md) | Stock | $69.0k | <0.1% | 196 |  | Reduced −36 |
| [ALLSTATE CORP COM (ALL)](/companies/all.md) | Stock | $66.9k | <0.1% | 281 |  | Added +4 |
| [BOOKING HOLDINGS INC COM (BKNG)](/companies/bkng.md) | Stock | $66.8k | <0.1% | 375 |  | Added +365 |
| [ALIBABA GROUP HLDG LTD SPONSORED ADS (BABA)](/companies/baba.md) | ADR | $66.5k | <0.1% | 693 |  | Reduced −4,902 |
| [CROWDSTRIKE HLDGS INC CL A (CRWD)](/companies/crwd.md) | Stock | $66.4k | <0.1% | 87 |  | New +87 |
| LINDE PLC SHS | Stock | $64.4k | <0.1% | 124 |  | Added +88 |
| [TEXAS PACIFIC LAND CORPORATION COM (TPL)](/companies/tpl.md) | Stock | $64.3k | <0.1% | 147 |  | Added +97 |
| [APOLLO GLOBAL MGMT INC COM (APO)](/companies/apo.md) | Stock | $63.4k | <0.1% | 536 |  | Reduced −4,430 |
| [BLACKSTONE INC COM (BX)](/companies/bx.md) | Stock | $62.9k | <0.1% | 535 |  | Reduced −4,295 |
| [SPACE EXPLORATION TECHN CORP CLASS A COM STK (SPCX)](/companies/spcx.md) | Stock | $60.7k | <0.1% | 355 |  | New +355 |
| ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF | ETF | $59.7k | <0.1% | 1,862 |  | Added +1,643 |
| [DATADOG INC CL A COM (DDOG)](/companies/ddog.md) | Stock | $58.6k | <0.1% | 225 |  | Added +148 |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | ETF | $57.6k | <0.1% | 1,156 |  | Reduced −3,322 |
| [GE AEROSPACE COM NEW (GE)](/companies/ge.md) | Stock | $57.3k | <0.1% | 153 |  | Reduced −58 |
| TRUESHARES S&P AUTOCALLABLE DEFENSIVE INCOME ETF | ETF | $57.1k | <0.1% | 2,275 |  | New +2,275 |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | ETF | $57.0k | <0.1% | 564 |  | Reduced −2,720 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | $56.5k | <0.1% | 553 |  | Reduced −2,836 |
| [DISNEY WALT CO COM (DIS)](/companies/dis.md) | Stock | $56.4k | <0.1% | 586 |  | Reduced −33 |
| [KLA CORP COM NEW (KLAC)](/companies/klac.md) | Stock | $55.5k | <0.1% | 184 |  | New +184 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $55.0k | <0.1% | 772 |  | Added +381 |
| INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | ETF | $54.6k | <0.1% | 1,736 |  | New +1,736 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | ETF | $53.2k | <0.1% | 1,341 |  | Added +473 |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | $52.1k | <0.1% | 602 |  | Added +596 |
| INVESCO KBW BANK ETF | ETF | $51.7k | <0.1% | 556 |  | Reduced −2,977 |
| [RALPH LAUREN CORP CL A (RL)](/companies/rl.md) | Stock | $50.6k | <0.1% | 126 |  | Added +1 |
| ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | ETF | $50.1k | <0.1% | 563 |  | Reduced −1,144 |
| [PPG INDS INC COM (PPG)](/companies/ppg.md) | Stock | $49.8k | <0.1% | 411 |  | Added +5 |
| [SPDR GOLD SHARES (GLD)](/companies/gld.md) | ETF | $49.7k | <0.1% | 135 |  | Reduced −65 |
| ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF | ETF | $49.7k | <0.1% | 1,888 |  | Added +1,395 |
| ISHARES CORE S&P MID-CAP ETF | ETF | $49.5k | <0.1% | 641 |  | New +641 |
| [FS SPECIALTY LENDING FD COM SH BEN INT (FSSL)](/companies/fssl.md) | CEF | $49.4k | <0.1% | 4,429 |  | New +4,429 |
| [OKLO INC COM CL A (OKLO)](/companies/oklo.md) | Stock | $48.4k | <0.1% | 925 |  | Reduced −3,455 |
| [PACCAR INC COM (PCAR)](/companies/pcar.md) | Stock | $48.3k | <0.1% | 402 |  | New +402 |
| FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY | ETF | $48.3k | <0.1% | 1,823 |  | New +1,823 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $48.2k | <0.1% | 807 |  | Reduced −3,999 |
| [COINBASE GLOBAL INC COM CL A (COIN)](/companies/coin.md) | Stock | $47.4k | <0.1% | 324 |  | Reduced −989 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | ETF | $46.3k | <0.1% | 175 |  | Unchanged |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | ETF | $46.0k | <0.1% | 979 |  | Reduced −4,779 |
| [GE VERNOVA INC COM (GEV)](/companies/gev.md) | Stock | $44.7k | <0.1% | 38 |  | Added +4 |
| [STRATEGY INC CL A NEW (MSTR)](/companies/mstr.md) | Stock | $44.6k | <0.1% | 513 |  | Reduced −1,143 |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | ETF | $44.1k | <0.1% | 448 |  | Reduced −2,268 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | $43.9k | <0.1% | 1,413 |  | New +1,413 |
| SCHWAB U.S. LARGE-CAP ETF | ETF | $43.9k | <0.1% | 1,493 |  | New +1,493 |
| [CADENCE DESIGN SYSTEM INC COM (CDNS)](/companies/cdns.md) | Stock | $43.2k | <0.1% | 115 |  | New +115 |
| ISHARES MORNINGSTAR MID-CAP ETF | ETF | $42.0k | <0.1% | 435 |  | Reduced −2,186 |
| INVESCO S&P MIDCAP QUALITY ETF | ETF | $41.9k | <0.1% | 372 |  | Reduced −761 |
| [T-MOBILE US INC COM (TMUS)](/companies/tmus.md) | Stock | $41.7k | <0.1% | 248 |  | Added +219 |
| VANECK SEMICONDUCTOR ETF | ETF | $40.7k | <0.1% | 62 |  | Unchanged |
| [AUTOMATIC DATA PROCESSING INC COM (ADP)](/companies/adp.md) | Stock | $40.1k | <0.1% | 179 |  | Added +150 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $39.4k | <0.1% | 221 |  | Reduced −1,037 |
| AVANTIS MODERATE ALLOCATION ETF | ETF | $39.3k | <0.1% | 539 |  | New +539 |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | $38.2k | <0.1% | 105 |  | Reduced −526 |
| [TARGET CORP COM (TGT)](/companies/tgt.md) | Stock | $37.8k | <0.1% | 289 |  | Added +93 |
| FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | ETF | $37.5k | <0.1% | 403 |  | Added +3 |
| INVESCO RAFI US 1500 SMALL-MID ETF | ETF | $37.4k | <0.1% | 670 |  | New +670 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $36.4k | <0.1% | 304 |  | Added +266 |
| SCHWAB U.S. SMALL-CAP ETF | ETF | $34.4k | <0.1% | 953 |  | New +953 |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | ETF | $34.2k | <0.1% | 350 |  | Reduced −2,832 |
| [SHOPIFY INC CL A SUB VTG SHS (SHOP)](/companies/shop.md) | Stock | $34.1k | <0.1% | 299 |  | Added +177 |
| REGENTS PARK HEDGED MARKET STRATEGY ETF | ETF | $34.0k | <0.1% | 3,166 |  | Reduced −7,039 |
| [MOTOROLA SOLUTIONS INC COM NEW (MSI)](/companies/msi.md) | Stock | $33.5k | <0.1% | 81 |  | Added +1 |
| [COLUMBIA BKG SYS INC COM (COLB)](/companies/colb.md) | Stock | $32.5k | <0.1% | 1,014 |  | Unchanged |
| ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF | ETF | $32.4k | <0.1% | 904 |  | New +904 |
| [ADOBE INC COM (ADBE)](/companies/adbe.md) | Stock | $31.8k | <0.1% | 155 |  | Added +125 |
| [DRAFTKINGS INC NEW COM CL A (DKNG)](/companies/dkng.md) | Stock | $31.7k | <0.1% | 1,255 |  | Reduced −3,544 |
| INVESCO RAFI US 1000 ETF | ETF | $31.7k | <0.1% | 586 |  | New +586 |
| [AMEREN CORP COM (AEE)](/companies/aee.md) | Stock | $31.3k | <0.1% | 277 |  | Added +6 |
| [ARK 21SHARES BITCOIN ETF (ARKB)](/companies/arkb.md) | ETF | $31.1k | <0.1% | 1,598 |  | Reduced −2,957 |
| [FORD MTR CO COM (F)](/companies/f.md) | Stock | $30.5k | <0.1% | 2,193 |  | Added +641 |
| [EATON VANCE TX ADV GLBL DIV FD COM (ETG)](/companies/etg.md) | CEF | $30.1k | <0.1% | 1,278 |  | New +1,278 |
| [QUANTA SVCS INC COM (PWR)](/companies/pwr.md) | Stock | $29.5k | <0.1% | 41 |  | New +41 |
| [REGENERON PHARMACEUTICALS COM (REGN)](/companies/regn.md) | Stock | $29.3k | <0.1% | 47 |  | New +47 |
| [MONDELEZ INTL INC CL A (MDLZ)](/companies/mdlz.md) | Stock | $29.2k | <0.1% | 504 |  | Reduced −9 |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | ETF | $28.6k | <0.1% | 1,262 |  | New +1,262 |
| [TAKE-TWO INTERACTIVE SOFTWARE COM (TTWO)](/companies/ttwo.md) | Stock | $27.5k | <0.1% | 110 |  | Added +80 |
| [SAMSARA INC COM CL A (IOT)](/companies/iot.md) | Stock | $27.4k | <0.1% | 845 |  | Reduced −2,090 |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | $27.4k | <0.1% | 622 |  | Reduced −667 |
| [DEERE & CO COM (DE)](/companies/de.md) | Stock | $26.8k | <0.1% | 42 |  | Added +29 |
| [MERCK & CO INC COM (MRK)](/companies/mrk.md) | Stock | $26.3k | <0.1% | 204 |  | Added +29 |
| [OREILLY AUTOMOTIVE INC COM (ORLY)](/companies/orly.md) | Stock | $25.9k | <0.1% | 281 |  | New +281 |
| [CORNING INC COM (GLW)](/companies/glw.md) | Stock | $25.8k | <0.1% | 101 |  | Added +9 |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | ETF | $25.7k | <0.1% | 224 |  | Reduced −35 |
| [EDISON INTL COM (EIX)](/companies/eix.md) | Stock | $25.7k | <0.1% | 345 |  | Added +16 |
| [AMERICAN FINANCIAL GROUP INC COM (AFG)](/companies/afg.md) | Stock | $25.1k | <0.1% | 180 |  | Reduced −557 |
| [CINTAS CORP COM (CTAS)](/companies/ctas.md) | Stock | $24.9k | <0.1% | 146 |  | New +146 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | $24.6k | <0.1% | 129 |  | New +129 |
| SCHWAB MORTGAGE-BACKED SECURITIES ETF | ETF | $24.5k | <0.1% | 964 |  | New +964 |
| [EXELON CORP COM (EXC)](/companies/exc.md) | Stock | $24.3k | <0.1% | 521 |  | New +521 |
| [MARATHON PETE CORP COM (MPC)](/companies/mpc.md) | Stock | $24.1k | <0.1% | 94 |  | Added +7 |
| [KROGER CO COM (KR)](/companies/kr.md) | Stock | $24.1k | <0.1% | 434 |  | New +434 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | ETF | $24.0k | <0.1% | 254 |  | Reduced −788 |
| [AXON ENTERPRISE INC COM (AXON)](/companies/axon.md) | Stock | $23.5k | <0.1% | 42 |  | Unchanged |
| [PAYCHEX INC COM (PAYX)](/companies/payx.md) | Stock | $22.4k | <0.1% | 228 |  | New +228 |
| [THERMO FISHER SCIENTIFIC INC COM (TMO)](/companies/tmo.md) | Stock | $22.1k | <0.1% | 44 |  | Reduced −29 |
| ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | ETF | $21.1k | <0.1% | 223 |  | Reduced −113 |
| [EBAY INC. COM (EBAY)](/companies/ebay.md) | Stock | $20.6k | <0.1% | 184 |  | Added +27 |
| [OCCIDENTAL PETE CORP COM (OXY)](/companies/oxy.md) | Stock | $20.5k | <0.1% | 422 |  | Added +6 |
| [FEDEX CORP COM (FDX)](/companies/fdx.md) | Stock | $19.6k | <0.1% | 63 |  | Added +48 |
| [GSK PLC SPONSORED ADR (GSK)](/companies/gsk.md) | ADR | $19.2k | <0.1% | 366 |  | Added +35 |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | ETF | $19.2k | <0.1% | 254 |  | New +254 |
| TRUESHARES STRUCTURED OUTCOME (JANUARY) ETF | ETF | $19.2k | <0.1% | 468 |  | New +468 |
| INNOVATOR GROWTH-100 POWER BUFFER ETF - SEPTEMBER | ETF | $18.9k | <0.1% | 606 |  | New +606 |
| [REGIONS FINANCIAL CORP NEW COM (RF)](/companies/rf.md) | Stock | $18.9k | <0.1% | 627 |  | Added +11 |
| [NOVARTIS AG SPONSORED ADR (NVS)](/companies/nvs.md) | ADR | $18.6k | <0.1% | 119 |  | Reduced −1 |
| [DELL TECHNOLOGIES INC CL C (DELL)](/companies/dell.md) | Stock | $18.6k | <0.1% | 43 |  | Added +11 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | $18.2k | <0.1% | 181 |  | New +181 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | ETF | $18.0k | <0.1% | 103 |  | Reduced −102 |
| [UBER TECHNOLOGIES INC COM (UBER)](/companies/uber.md) | Stock | $17.6k | <0.1% | 244 |  | New +244 |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ETF | $17.6k | <0.1% | 474 |  | Reduced −2,375 |
| [CONSTELLATION ENERGY CORP COM (CEG)](/companies/ceg.md) | Stock | $17.4k | <0.1% | 70 |  | New +70 |
| [REDDIT INC CL A (RDDT)](/companies/rddt.md) | Stock | $17.4k | <0.1% | 100 |  | New +100 |
| [HAWAIIAN ELEC INDS INC MTN BE COM (HE)](/companies/he.md) | Stock | $17.3k | <0.1% | 1,275 |  | Unchanged |
| [ABM INDS INC COM (ABM)](/companies/abm.md) | Stock | $17.0k | <0.1% | 385 |  | Added +4 |
| [WORKDAY INC CL A (WDAY)](/companies/wday.md) | Stock | $16.4k | <0.1% | 134 |  | New +134 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | $16.1k | <0.1% | 335 |  | Added +127 |
| FIRST TRUST MUNICIPAL HIGH INCOME ETF | ETF | $16.1k | <0.1% | 332 |  | Added +7 |
| SCHWAB U.S. REIT ETF | ETF | $16.0k | <0.1% | 675 |  | New +675 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | $15.9k | <0.1% | 210 |  | Reduced −1,072 |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | $15.9k | <0.1% | 419 |  | New +419 |
| [LOWES COS INC COM (LOW)](/companies/low.md) | Stock | $15.9k | <0.1% | 72 |  | Added +45 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | $15.6k | <0.1% | 170 |  | Reduced −73 |
| VANGUARD TOTAL WORLD STOCK ETF | ETF | $15.4k | <0.1% | 98 |  | New +98 |
| ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | ETF | $15.3k | <0.1% | 377 |  | Reduced −1,732 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | $15.2k | <0.1% | 92 |  | Added +91 |
| [SOUTHERN COPPER CORP COM (SCCO)](/companies/scco.md) | Stock | $15.1k | <0.1% | 86 |  | Added +1 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | $14.9k | <0.1% | 305 |  | Added +5 |
| STATE STREET SPDR PORTFOLIO TIPS ETF | ETF | $14.8k | <0.1% | 576 |  | Reduced −1,928 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | ETF | $14.7k | <0.1% | 143 |  | New +143 |
| VANGUARD REAL ESTATE ETF | ETF | $14.6k | <0.1% | 152 |  | Added +5 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | $14.6k | <0.1% | 171 |  | New +171 |
| [IRON MTN INC DEL COM (IRM)](/companies/irm.md) | REIT | $14.4k | <0.1% | 114 |  | Reduced −25 |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | ETF | $14.3k | <0.1% | 345 |  | New +345 |
| [FIRST TR INTER DURATN PFD & IN COM (FPF)](/companies/fpf.md) | CEF | $14.2k | <0.1% | 784 |  | Added +34 |
| [HOWMET AEROSPACE INC COM (HWM)](/companies/hwm.md) | Stock | $14.0k | <0.1% | 52 |  | Added +2 |
| INVESCO LEISURE AND ENTERTAINMENT ETF | ETF | $13.8k | <0.1% | 208 |  | New +208 |
| [UNION PAC CORP COM (UNP)](/companies/unp.md) | Stock | $13.4k | <0.1% | 49 |  | Reduced −62 |
| [PDD HOLDINGS INC SPONSORED ADS (PDD)](/companies/pdd.md) | ADR | $13.1k | <0.1% | 172 |  | New +172 |
| [BANK HAWAII CORP COM (BOH)](/companies/boh.md) | Stock | $13.1k | <0.1% | 161 |  | Added +5 |
| [LUMENTUM HLDGS INC COM (LITE)](/companies/lite.md) | Stock | $12.9k | <0.1% | 15 |  | New +15 |
| [AMERICAN ELEC PWR CO INC COM (AEP)](/companies/aep.md) | Stock | $12.6k | <0.1% | 92 |  | Reduced −1 |
| FIDELITY ENHANCED LARGE CAP CORE ETF | ETF | $12.5k | <0.1% | 299 |  | New +299 |
| [CARRIER GLOBAL CORPORATION COM (CARR)](/companies/carr.md) | Stock | $12.5k | <0.1% | 170 |  | Added +19 |
| [AMERICAN WTR WKS CO INC NEW COM (AWK)](/companies/awk.md) | Stock | $12.4k | <0.1% | 94 |  | New +94 |
| [SOLVENTUM CORP COM SHS (SOLV)](/companies/solv.md) | Stock | $12.3k | <0.1% | 160 |  | Added +157 |
| FIRST TRUST ENERGY ALPHADEX FUND | ETF | $12.2k | <0.1% | 604 |  | Added +4 |
| [STANTEC INC COM (STN)](/companies/stn.md) | Stock | $12.2k | <0.1% | 177 |  | Unchanged |
| ISHARES EMERGING MARKETS EQUITY FACTOR ETF | ETF | $12.1k | <0.1% | 165 |  | Reduced −894 |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | ETF | $12.1k | <0.1% | 483 |  | Added +3 |
| [PFIZER INC COM (PFE)](/companies/pfe.md) | Stock | $12.0k | <0.1% | 499 |  | Reduced −411 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $11.7k | <0.1% | 133 |  | New +133 |
| TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF | ETF | $11.5k | <0.1% | 267 |  | Added +247 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | $11.2k | <0.1% | 90 |  | New +90 |
| [SHERWIN WILLIAMS CO COM (SHW)](/companies/shw.md) | Stock | $11.1k | <0.1% | 32 |  | New +32 |
| [ATMOS ENERGY CORP COM (ATO)](/companies/ato.md) | Stock | $10.7k | <0.1% | 62 |  | Reduced −3 |
| DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | ETF | $10.7k | <0.1% | 327 |  | Reduced −1,467 |
| [ARM HOLDINGS PLC SPONSORED ADS (ARM)](/companies/arm.md) | ADR | $10.6k | <0.1% | 30 |  | Unchanged |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | $10.6k | <0.1% | 129 |  | Reduced −518 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | $10.5k | <0.1% | 392 |  | Added +262 |
| [PLAINS GP HLDGS L P LTD PARTNR INT A (PAGP)](/companies/pagp.md) | Stock | $10.4k | <0.1% | 430 |  | Added +15 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | $10.4k | <0.1% | 43 |  | New +43 |
| [BLACKROCK MUNIHLDNGS CALI COM (MUC)](/companies/muc.md) | CEF | $10.4k | <0.1% | 946 |  | Added +23 |
| [UNIVERSAL DISPLAY CORP COM (OLED)](/companies/oled.md) | Stock | $10.2k | <0.1% | 118 |  | Added +64 |
| GLOBAL X CLOUD COMPUTING ETF | ETF | $10.2k | <0.1% | 449 |  | New +449 |
| ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | ETF | $9.9k | <0.1% | 209 |  | New +209 |
| [FIRST FINL BANKSHARES INC COM (FFIN)](/companies/ffin.md) | Stock | $9.9k | <0.1% | 286 |  | Reduced −11 |
| TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | ETF | $9.8k | <0.1% | 152 |  | New +152 |
| [BP PLC SPONSORED ADR (BP)](/companies/bp.md) | ADR | $9.7k | <0.1% | 261 |  | Added +6 |
| [PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN (PAA)](/companies/paa.md) | Stock | $9.6k | <0.1% | 429 |  | Added +16 |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | ETF | $9.4k | <0.1% | 85 |  | Unchanged |
| [SOLSTICE ADVANCED MATLS INC COM SHS (SOLS)](/companies/sols.md) | Stock | $8.9k | <0.1% | 101 |  | New +101 |
| FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND | ETF | $8.9k | <0.1% | 433 |  | Reduced −2,395 |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | $8.8k | <0.1% | 97 |  | New +97 |
| FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | ETF | $8.6k | <0.1% | 361 |  | Added +6 |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | ETF | $8.4k | <0.1% | 180 |  | Reduced −676 |
| [NUCOR CORP COM (NUE)](/companies/nue.md) | Stock | $8.4k | <0.1% | 37 |  | Unchanged |
| TRUESHARES QUARTERLY BULL HEDGE ETF | ETF | $8.2k | <0.1% | 338 |  | Added +218 |
| SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | ETF | $8.0k | <0.1% | 394 |  | Added +301 |
| [DESTINY TECH100 INC COM SHS (DXYZ)](/companies/dxyz.md) | CEF | $8.0k | <0.1% | 309 |  | New +309 |
| ISHARES MSCI EAFE ETF | ETF | $7.9k | <0.1% | 76 |  | New +76 |
| VANGUARD LONG-TERM CORPORATE BOND ETF | ETF | $7.6k | <0.1% | 101 |  | Reduced −559 |
| AVANTIS SHORT-TERM FIXED INCOME ETF | ETF | $7.4k | <0.1% | 159 |  | New +159 |
| VANGUARD LONG-TERM TREASURY ETF | ETF | $7.3k | <0.1% | 132 |  | Reduced −731 |
| ISHARES MSCI USA VALUE FACTOR ETF | ETF | $7.0k | <0.1% | 35 |  | Reduced −165 |
| [TEXAS INSTRS INC COM (TXN)](/companies/txn.md) | Stock | $6.9k | <0.1% | 23 |  | Reduced −95 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | $6.7k | <0.1% | 272 |  | New +272 |
| ISHARES GLOBAL TECH ETF | ETF | $6.7k | <0.1% | 46 |  | New +46 |
| [PAYPAL HLDGS INC COM (PYPL)](/companies/pypl.md) | Stock | $6.5k | <0.1% | 151 |  | New +151 |
| TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF | ETF | $6.4k | <0.1% | 140 |  | New +140 |
| [FREEPORT MCMORAN INC CL B (FCX)](/companies/fcx.md) | Stock | $6.4k | <0.1% | 101 |  | Added +5 |
| TRUESHARES CONVEX PROTECT ETF | ETF | $6.3k | <0.1% | 205 |  | New +205 |
| [XEROX HOLDINGS CORP COM NEW (XRX)](/companies/xrx.md) | Stock | $6.3k | <0.1% | 2,000 |  | Added +1,000 |
| [EDWARDS LIFESCIENCES CORP COM (EW)](/companies/ew.md) | Stock | $6.2k | <0.1% | 69 |  | Added +1 |
| FIRST TRUST UTILITIES ALPHADEX FUND | ETF | $6.2k | <0.1% | 126 |  | Added +1 |
| [MCKESSON CORP COM (MCK)](/companies/mck.md) | Stock | $6.0k | <0.1% | 8 |  | Added +1 |
| [SEA LTD SPONSORD ADS (SE)](/companies/se.md) | ADR | $5.8k | <0.1% | 61 |  | New +61 |
| [PNC FINL SVCS GROUP INC COM (PNC)](/companies/pnc.md) | Stock | $5.5k | <0.1% | 23 |  | Added +8 |
| JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | ETF | $5.5k | <0.1% | 124 |  | New +124 |
| [OTIS WORLDWIDE CORP COM (OTIS)](/companies/otis.md) | Stock | $5.5k | <0.1% | 77 |  | Added +2 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | $5.4k | <0.1% | 60 |  | New +60 |
| [OMEGA HEALTHCARE INVS INC COM (OHI)](/companies/ohi.md) | REIT | $5.4k | <0.1% | 113 |  | Reduced −5 |
| CARNIVAL CORP LTD COMMON SHARES | Stock | $5.3k | <0.1% | 186 |  | New +186 |
| [WEC ENERGY GROUP INC COM (WEC)](/companies/wec.md) | Stock | $5.0k | <0.1% | 43 |  | Reduced −1 |
| VANGUARD SHORT-TERM TREASURY ETF | ETF | $5.0k | <0.1% | 86 |  | Unchanged |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | $4.9k | <0.1% | 48 |  | Reduced −116 |
| ISHARES MSCI JAPAN ETF | ETF | $4.8k | <0.1% | 52 |  | New +52 |
| ARK INNOVATION ETF | ETF | $4.8k | <0.1% | 60 |  | New +60 |
| [DUKE ENERGY CORP NEW COM NEW (DUK)](/companies/duk.md) | Stock | $4.8k | <0.1% | 38 |  | Added +5 |
| [TRUIST FINL CORP COM (TFC)](/companies/tfc.md) | Stock | $4.8k | <0.1% | 96 |  | Added +6 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | $4.6k | <0.1% | 29 |  | New +29 |
| [LOCKHEED MARTIN CORP COM (LMT)](/companies/lmt.md) | Stock | $4.6k | <0.1% | 9 |  | Reduced −13 |
| [NATIONAL HEALTH INVS INC COM (NHI)](/companies/nhi.md) | REIT | $4.6k | <0.1% | 60 |  | Reduced −2 |
| [PEMBINA PIPELINE CORP COM (PBA)](/companies/pba.md) | Stock | $4.5k | <0.1% | 98 |  | Reduced −4 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | ETF | $4.5k | <0.1% | 85 |  | New +85 |
| [FEDEX FGHT HLDG CO INC COMMON STOCK (FDXF)](/companies/fdxf.md) | Stock | $4.5k | <0.1% | 30 |  | New +30 |
| [SIX FLAGS ENTERTAINMENT CORP COM (FUN)](/companies/fun.md) | Stock | $4.5k | <0.1% | 210 |  | New +210 |
| [GENERAL MTRS CO COM (GM)](/companies/gm.md) | Stock | $4.5k | <0.1% | 58 |  | New +58 |
| [VERTEX PHARMACEUTICALS INC COM (VRTX)](/companies/vrtx.md) | Stock | $4.5k | <0.1% | 9 |  | New +9 |
| [ILLINOIS TOOL WKS INC COM (ITW)](/companies/itw.md) | Stock | $4.4k | <0.1% | 16 |  | Added +1 |
| [ZILLOW GROUP INC CL C CAP STK (ZG)](/companies/zg.md) | Stock | $4.3k | <0.1% | 137 |  | New +137 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | $4.3k | <0.1% | 23 |  | New +23 |
| [CONOCOPHILLIPS COM (COP)](/companies/cop.md) | Stock | $4.1k | <0.1% | 39 |  | Added +24 |
| [OKTA INC CL A (OKTA)](/companies/okta.md) | Stock | $4.1k | <0.1% | 30 |  | Added +10 |
| ISHARES MSCI UNITED KINGDOM ETF | ETF | $3.9k | <0.1% | 85 |  | New +85 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | ETF | $3.9k | <0.1% | 71 |  | New +71 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | $3.8k | <0.1% | 35 |  | Unchanged |
| EATON CORP PLC SHS | Stock | $3.8k | <0.1% | 9 |  | Reduced −62 |
| [EOG RES INC COM (EOG)](/companies/eog.md) | Stock | $3.8k | <0.1% | 29 |  | New +29 |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | ETF | $3.7k | <0.1% | 15 |  | Unchanged |
| FIDELITY LOW VOLATILITY FACTOR ETF | ETF | $3.6k | <0.1% | 53 |  | Added +31 |
| [COGNEX CORP COM (CGNX)](/companies/cgnx.md) | Stock | $3.6k | <0.1% | 50 |  | New +50 |
| [DUTCH BROS INC CL A (BROS)](/companies/bros.md) | Stock | $3.6k | <0.1% | 50 |  | Unchanged |
| PROSHARES BITCOIN ETF | ETF | $3.6k | <0.1% | 447 |  | Added +71 |
| [VENTAS INC COM (VTR)](/companies/vtr.md) | REIT | $3.6k | <0.1% | 40 |  | Reduced −2 |
| [M & T BK CORP COM (MTB)](/companies/mtb.md) | Stock | $3.3k | <0.1% | 14 |  | New +14 |
| STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | ETF | $3.3k | <0.1% | 126 |  | Unchanged |
| [SKYWORKS SOLUTIONS INC COM (SWKS)](/companies/swks.md) | Stock | $3.3k | <0.1% | 48 |  | New +48 |
| [SOUNDHOUND AI INC CLASS A COM (SOUN)](/companies/soun.md) | Stock | $3.2k | <0.1% | 500 |  | New +500 |
| [STATE STR CORP COM (STT)](/companies/stt.md) | Stock | $3.2k | <0.1% | 19 |  | New +19 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | $3.2k | <0.1% | 27 |  | New +27 |
| INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY | ETF | $3.1k | <0.1% | 102 |  | New +102 |
| [ALASKA AIR GROUP INC COM (ALK)](/companies/alk.md) | Stock | $3.1k | <0.1% | 60 |  | New +60 |
| [ELEVANCE HEALTH INC FORMERLY A COM (ELV)](/companies/elv.md) | Stock | $3.1k | <0.1% | 8 |  | Unchanged |
| [JABIL INC COM (JBL)](/companies/jbl.md) | Stock | $3.1k | <0.1% | 8 |  | New +8 |
| [UNITED PARCEL SVCS INC CL B (UPS)](/companies/ups.md) | Stock | $3.0k | <0.1% | 28 |  | Added +9 |
| [TRAVELERS COMPANIES INC COM (TRV)](/companies/trv.md) | Stock | $3.0k | <0.1% | 9 |  | New +9 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Stock | $2.9k | <0.1% | 3 |  | New +3 |
| VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | ETF | $2.9k | <0.1% | 113 |  | New +113 |
| [BLACKROCK INC COM (BLK)](/companies/blk.md) | Stock | $2.9k | <0.1% | 3 |  | New +3 |
| VANECK HIGH YIELD MUNI ETF | ETF | $2.8k | <0.1% | 55 |  | New +55 |
| ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF | ETF | $2.8k | <0.1% | 91 |  | New +91 |
| [SYSCO CORP COM (SYY)](/companies/syy.md) | Stock | $2.8k | <0.1% | 34 |  | Added +1 |
| ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF | ETF | $2.8k | <0.1% | 82 |  | New +82 |
| [ZIONS BANCORPORATION NATL ASSN COM (ZION)](/companies/zion.md) | Stock | $2.8k | <0.1% | 40 |  | Unchanged |
| TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF | ETF | $2.7k | <0.1% | 60 |  | New +60 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ETF | $2.6k | <0.1% | 58 |  | New +58 |
| [HALEON PLC SPON ADS (HLN)](/companies/hln.md) | ADR | $2.6k | <0.1% | 275 |  | Added +49 |
| [NETAPP INC COM (NTAP)](/companies/ntap.md) | Stock | $2.5k | <0.1% | 16 |  | Unchanged |
| [THE CIGNA GROUP COM (CI)](/companies/ci.md) | Stock | $2.5k | <0.1% | 9 |  | Reduced −134 |
| [METLIFE INC COM (MET)](/companies/met.md) | Stock | $2.5k | <0.1% | 29 |  | New +29 |
| [HARLEY DAVIDSON INC COM (HOG)](/companies/hog.md) | Stock | $2.4k | <0.1% | 100 |  | Unchanged |
| [WESTERN UN CO COM (WU)](/companies/wu.md) | Stock | $2.3k | <0.1% | 300 |  | Unchanged |
| [ULTA BEAUTY INC COM (ULTA)](/companies/ulta.md) | Stock | $2.3k | <0.1% | 5 |  | Unchanged |
| TE CONNECTIVITY PLC ORD SHS | Stock | $2.2k | <0.1% | 11 |  | New +11 |
| [ADAM NAT RES FD INC COM (PEO)](/companies/peo.md) | CEF | $2.2k | <0.1% | 89 |  | Reduced −4 |
| [PULTE GROUP INC COM (PHM)](/companies/phm.md) | Stock | $2.2k | <0.1% | 16 |  | New +16 |
| [WEYERHAEUSER CO COM NEW (WY)](/companies/wy.md) | REIT | $2.2k | <0.1% | 91 |  | Reduced −4 |
| FIDELITY LOW DURATION BOND FACTOR ETF | ETF | $2.1k | <0.1% | 42 |  | Unchanged |
| [EQUINIX INC COM (EQIX)](/companies/eqix.md) | REIT | $2.1k | <0.1% | 2 |  | New +2 |
| [GXO LOGISTICS INCORPORATED COMMON STOCK (GXO)](/companies/gxo.md) | Stock | $2.0k | <0.1% | 40 |  | New +40 |
| [BANK OF NY MELLON CORP COM (BNY)](/companies/bny.md) | Stock | $2.0k | <0.1% | 14 |  | New +14 |
| [SHELL PLC SPON ADS (SHEL)](/companies/shel.md) | ADR | $2.0k | <0.1% | 26 |  | New +26 |
| [THE TRADE DESK INC COM CL A (TTD)](/companies/ttd.md) | Stock | $2.0k | <0.1% | 110 |  | Added +82 |
| [HEWLETT PACKARD ENTERPRISE CO COM (HPE)](/companies/hpe.md) | Stock | $1.9k | <0.1% | 43 |  | New +43 |
| [WESTERN DIGITAL CORP COM (WDC)](/companies/wdc.md) | Stock | $1.9k | <0.1% | 3 |  | New +3 |
| [SABINE RTY TR UNIT BEN INT (SBR)](/companies/sbr.md) | Stock | $1.9k | <0.1% | 26 |  | Reduced −1 |
| ASTRAZENECA PLC ORD | ADR | $1.9k | <0.1% | 10 |  | New +10 |
| [NOVO-NORDISK A S ADR (NVO)](/companies/nvo.md) | ADR | $1.9k | <0.1% | 39 |  | Reduced −4 |
| [NEXTERA ENERGY INC COM (NEE)](/companies/nee.md) | Stock | $1.8k | <0.1% | 21 |  | Reduced −121 |
| VANGUARD SMALL-CAP ETF | ETF | $1.8k | <0.1% | 6 |  | New +6 |
| [DOVER CORP COM (DOV)](/companies/dov.md) | Stock | $1.8k | <0.1% | 8 |  | New +8 |
| [AMPHENOL CORP CL A (APH)](/companies/aph.md) | Stock | $1.8k | <0.1% | 10 |  | Reduced −127 |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | ETF | $1.8k | <0.1% | 46 |  | Added +16 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | $1.7k | <0.1% | 63 |  | New +63 |
| FIDELITY SMALL-MID MULTIFACTOR ETF | ETF | $1.7k | <0.1% | 33 |  | New +33 |
| ISHARES MSCI TAIWAN ETF | ETF | $1.7k | <0.1% | 16 |  | New +16 |
| [CONSTELLATION BRANDS INC CL A (STZ)](/companies/stz.md) | Stock | $1.7k | <0.1% | 12 |  | Added +1 |
| [WILLSCOT HLDGS CORP COM CL A (WSC)](/companies/wsc.md) | Stock | $1.7k | <0.1% | 59 |  | New +59 |
| NXP SEMICONDUCTORS N V COM | Stock | $1.7k | <0.1% | 6 |  | New +6 |
| [DTE ENERGY CO COM (DTE)](/companies/dte.md) | Stock | $1.7k | <0.1% | 11 |  | New +11 |
| ISHARES MSCI SPAIN ETF | ETF | $1.7k | <0.1% | 28 |  | New +28 |
| AON PLC SHS CL A | Stock | $1.7k | <0.1% | 5 |  | New +5 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | $1.6k | <0.1% | 11 |  | Unchanged |
| [JEFFERIES FINANCIAL GROUP INC COM (JEF)](/companies/jef.md) | Stock | $1.6k | <0.1% | 32 |  | Added +2 |
| [HARTFORD INSURANCE GROUP INC COM (HIG)](/companies/hig.md) | Stock | $1.6k | <0.1% | 12 |  | New +12 |
| [ANALOG DEVICES INC COM (ADI)](/companies/adi.md) | Stock | $1.6k | <0.1% | 4 |  | Reduced −69 |
| ROYAL CARIBBEAN GROUP COM | Stock | $1.6k | <0.1% | 5 |  | New +5 |
| [LOEWS CORP COM (L)](/companies/l.md) | Stock | $1.6k | <0.1% | 14 |  | New +14 |
| [HCA HEALTHCARE INC COM (HCA)](/companies/hca.md) | Stock | $1.6k | <0.1% | 4 |  | New +4 |
| [KIMBELL RTY PARTNERS LP UNIT (KRP)](/companies/krp.md) | Stock | $1.6k | <0.1% | 107 |  | Reduced −5 |
| [1STDIBS COM INC COM (DIBS)](/companies/dibs.md) | Stock | $1.5k | <0.1% | 316 |  | Unchanged |
| [CONAGRA BRANDS INC COM (CAG)](/companies/cag.md) | Stock | $1.5k | <0.1% | 114 |  | Added +7 |
| [LAS VEGAS SANDS CORP COM (LVS)](/companies/lvs.md) | Stock | $1.5k | <0.1% | 33 |  | Added +1 |
| [COLGATE PALMOLIVE CO COM (CL)](/companies/cl.md) | Stock | $1.5k | <0.1% | 16 |  | New +16 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ETF | $1.4k | <0.1% | 14 |  | New +14 |
| [US FOODS HLDG CORP COM (USFD)](/companies/usfd.md) | Stock | $1.4k | <0.1% | 14 |  | New +14 |
| [BROOKFIELD CORP CL A LTD VT SH (BN)](/companies/bn.md) | Stock | $1.4k | <0.1% | 33 |  | Added +11 |
| [BANCO SANTANDER SA ADR (SAN)](/companies/san.md) | ADR | $1.4k | <0.1% | 101 |  | New +101 |
| [AMERIPRISE FINL INC COM (AMP)](/companies/amp.md) | Stock | $1.4k | <0.1% | 3 |  | New +3 |
| [XCEL ENERGY INC COM (XEL)](/companies/xel.md) | Stock | $1.4k | <0.1% | 17 |  | New +17 |
| ISHARES MSCI ITALY ETF | ETF | $1.4k | <0.1% | 23 |  | New +23 |
| [AUTODESK INC COM (ADSK)](/companies/adsk.md) | Stock | $1.4k | <0.1% | 7 |  | New +7 |
| [INTERCONTINENTAL EXCHANGE INC COM (ICE)](/companies/ice.md) | Stock | $1.4k | <0.1% | 11 |  | New +11 |
| [AMERICAN EXPRESS CO COM (AXP)](/companies/axp.md) | Stock | $1.4k | <0.1% | 4 |  | Reduced −66 |
| [SYNOPSYS INC COM (SNPS)](/companies/snps.md) | Stock | $1.3k | <0.1% | 3 |  | New +3 |
| ISHARES MSCI FRANCE ETF | ETF | $1.3k | <0.1% | 29 |  | New +29 |
| [DELTA AIR LINES INC COM NEW (DAL)](/companies/dal.md) | Stock | $1.3k | <0.1% | 14 |  | New +14 |
| [BLOCK INC CL A (XYZ)](/companies/xyz.md) | Stock | $1.3k | <0.1% | 17 |  | Reduced −80 |
| [ALTO INGREDIENTS INC COM (ALTO)](/companies/alto.md) | Stock | $1.3k | <0.1% | 225 |  | New +225 |
| [AMERICAN INTL GROUP INC COM NEW (AIG)](/companies/aig.md) | Stock | $1.3k | <0.1% | 17 |  | Added +13 |
| [PARAMOUNT SKYDANCE CORP COM CL B (SKYD)](/companies/skyd.md) | Stock | $1.3k | <0.1% | 128 |  | Added +1 |
| [STANLEY BLACK & DECKER INC COM (SWK)](/companies/swk.md) | Stock | $1.2k | <0.1% | 13 |  | New +13 |
| [S&P GLOBAL INC COM (SPGI)](/companies/spgi.md) | Stock | $1.2k | <0.1% | 3 |  | Reduced −73 |
| [GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC)](/companies/gehc.md) | Stock | $1.2k | <0.1% | 19 |  | Added +2 |
| [CAPITAL ONE FINL CORP COM (COF)](/companies/cof.md) | Stock | $1.2k | <0.1% | 6 |  | New +6 |
| [PUMA BIOTECHNOLOGY INC COM (PBYI)](/companies/pbyi.md) | Stock | $1.2k | <0.1% | 148 |  | Unchanged |
| [SCHWAB CHARLES CORP COM (SCHW)](/companies/schw.md) | Stock | $1.2k | <0.1% | 13 |  | New +13 |
| ISHARES CORE MSCI EAFE ETF | ETF | $1.2k | <0.1% | 12 |  | New +12 |
| [ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BUD)](/companies/bud.md) | ADR | $1.2k | <0.1% | 14 |  | New +14 |
| [UNITY SOFTWARE INC COM (U)](/companies/u.md) | Stock | $1.1k | <0.1% | 40 |  | New +40 |
| [PTC INC COM (PTC)](/companies/ptc.md) | Stock | $1.1k | <0.1% | 10 |  | New +10 |
| [WELLTOWER INC COM (WELL)](/companies/well.md) | REIT | $1.1k | <0.1% | 5 |  | New +5 |
| SCHWAB EMERGING MARKETS EQUITY ETF | ETF | $1.1k | <0.1% | 31 |  | New +31 |
| [EVOLUTION PETE CORP COM (EPM)](/companies/epm.md) | Stock | $1.1k | <0.1% | 300 |  | Unchanged |
| [KKR & CO INC COM (KKR)](/companies/kkr.md) | Stock | $1.1k | <0.1% | 12 |  | New +12 |
| [EXELIXIS INC COM (EXEL)](/companies/exel.md) | Stock | $1.1k | <0.1% | 20 |  | Unchanged |
| [GENERAL DYNAMICS CORP COM (GD)](/companies/gd.md) | Stock | $1.1k | <0.1% | 3 |  | New +3 |
| [SEI INVTS CO COM (SEIC)](/companies/seic.md) | Stock | $1.1k | <0.1% | 12 |  | New +12 |
| [KEEL INFRASTRUCTURE CORP COM SHS (KEEL)](/companies/keel.md) | Stock | $1.1k | <0.1% | 183 |  | New +183 |
| WILLIS TOWERS WATSON PLC LTD SHS | Stock | $1.0k | <0.1% | 4 |  | New +4 |
| OCCIDENTAL PETE CORP WT EXP 080327 | Stock | $1.0k | <0.1% | 39 |  | Unchanged |
| [CNO FINL GROUP INC COM (CNO)](/companies/cno.md) | Stock | $1.0k | <0.1% | 20 |  | New +20 |
| [KEURIG DR PEPPER INC COM (KDP)](/companies/kdp.md) | Stock | $1.0k | <0.1% | 31 |  | New +31 |
| [DIAGEO PLC SPON ADR NEW (DEO)](/companies/deo.md) | ADR | $1.0k | <0.1% | 12 |  | Unchanged |
| [HILTON WORLDWIDE HLDGS INC COM (HLT)](/companies/hlt.md) | Stock | $991 | <0.1% | 3 |  | New +3 |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | ADR | $983 | <0.1% | 29 |  | Added +9 |
| [EXPEDITORS INTL WASH INC COM (EXPD)](/companies/expd.md) | Stock | $978 | <0.1% | 6 |  | New +6 |
| [IQVIA HLDGS INC COM (IQV)](/companies/iqv.md) | Stock | $966 | <0.1% | 5 |  | New +5 |
| IREN LIMITED ORDINARY SHARES | Stock | $960 | <0.1% | 21 |  | New +21 |
| [MIZUHO FINANCIAL GROUP INC SPONSORED ADR (MFG)](/companies/mfg.md) | ADR | $958 | <0.1% | 100 |  | New +100 |
| [VISTRA CORP COM (VST)](/companies/vst.md) | Stock | $952 | <0.1% | 6 |  | New +6 |
| [HSBC HLDGS PLC SPON ADR NEW (HSBC)](/companies/hsbc.md) | ADR | $951 | <0.1% | 10 |  | New +10 |
| [CVS HEALTH CORP COM (CVS)](/companies/cvs.md) | Stock | $931 | <0.1% | 9 |  | New +9 |
| [IMPERIAL OIL LTD COM NEW (IMO)](/companies/imo.md) | Stock | $896 | <0.1% | 8 |  | New +8 |
| [WASTE MGMT INC DEL COM (WM)](/companies/wm.md) | Stock | $892 | <0.1% | 4 |  | New +4 |
| [JACOBS SOLUTIONS INC COM (J)](/companies/j.md) | Stock | $882 | <0.1% | 7 |  | New +7 |
| AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | ETF | $881 | <0.1% | 79 |  | Unchanged |
| [INTERNATIONAL FLAVORS&FRAGRANC COM (IFF)](/companies/iff.md) | Stock | $871 | <0.1% | 11 |  | New +11 |
| [HUNT J B TRANS SVCS INC COM (JBHT)](/companies/jbht.md) | Stock | $868 | <0.1% | 3 |  | New +3 |
| [ROSS STORES INC COM (ROST)](/companies/rost.md) | Stock | $851 | <0.1% | 4 |  | New +4 |
| [AFLAC INC COM (AFL)](/companies/afl.md) | Stock | $821 | <0.1% | 7 |  | New +7 |
| [UIPATH INC CL A (PATH)](/companies/path.md) | Stock | $815 | <0.1% | 75 |  | Unchanged |
| [WABTEC COM (WAB)](/companies/wab.md) | Stock | $809 | <0.1% | 3 |  | New +3 |
| [EVERPURE INC CL A (P)](/companies/p.md) | Stock | $788 | <0.1% | 10 |  | Unchanged |
| [KRAFT HEINZ CO COM (KHC)](/companies/khc.md) | Stock | $782 | <0.1% | 33 |  | Added +2 |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | $771 | <0.1% | 8 |  | Unchanged |
| PENTAIR PLC SHS | Stock | $767 | <0.1% | 10 |  | New +10 |
| [LLOYDS BANKING GROUP PLC SPONSORED ADR (LYG)](/companies/lyg.md) | ADR | $764 | <0.1% | 131 |  | New +131 |
| [VERSANT MEDIA GROUP INC COM CL A (VSNT)](/companies/vsnt.md) | Stock | $762 | <0.1% | 21 |  | New +21 |
| [TJX COS INC NEW COM (TJX)](/companies/tjx.md) | Stock | $758 | <0.1% | 5 |  | Reduced −60 |
| [SCHEIN HENRY INC COM (HSIC)](/companies/hsic.md) | Stock | $752 | <0.1% | 9 |  | New +9 |
| [WATERS CORP COM (WAT)](/companies/wat.md) | Stock | $750 | <0.1% | 2 |  | New +2 |
| [RELIANCE INC COM (RS)](/companies/rs.md) | Stock | $747 | <0.1% | 2 |  | New +2 |
| [MARRIOTT INTL INC NEW CL A (MAR)](/companies/mar.md) | Stock | $741 | <0.1% | 2 |  | New +2 |
| [DOORDASH INC CL A (DASH)](/companies/dash.md) | Stock | $738 | <0.1% | 4 |  | New +4 |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | ETF | $728 | <0.1% | 15 |  | New +15 |
| [CROCS INC COM (CROX)](/companies/crox.md) | Stock | $724 | <0.1% | 6 |  | New +6 |
| [ICAHN ENTERPRISES LP DEPOSITARY UNIT (IEP)](/companies/iep.md) | Stock | $721 | <0.1% | 100 |  | Unchanged |
| [CARDINAL HEALTH INC COM (CAH)](/companies/cah.md) | Stock | $713 | <0.1% | 3 |  | New +3 |
| [FERGUSON ENTERPRISES INC COMMON STOCK NEW (FERG)](/companies/ferg.md) | Stock | $712 | <0.1% | 3 |  | New +3 |
| [HIMS & HERS HEALTH INC COM CL A (HIMS)](/companies/hims.md) | Stock | $693 | <0.1% | 20 |  | New +20 |
| [STEEL DYNAMICS INC COM (STLD)](/companies/stld.md) | Stock | $688 | <0.1% | 3 |  | New +3 |
| [SPECTRUM BRANDS HLDGS INC NEW COM (SPB)](/companies/spb.md) | Stock | $686 | <0.1% | 8 |  | New +8 |
| [SONY GROUP CORP SPONSORED ADR (SONY)](/companies/sony.md) | ADR | $682 | <0.1% | 34 |  | New +34 |
| [DICKS SPORTING GOODS INC COM (DKS)](/companies/dks.md) | Stock | $680 | <0.1% | 3 |  | New +3 |
| FIRST TRUST SENIOR LOAN FUND | ETF | $671 | <0.1% | 15 |  | Unchanged |
| [SIMON PPTY GROUP INC NEW COM (SPG)](/companies/spg.md) | REIT | $671 | <0.1% | 3 |  | New +3 |
| [KONTOOR BRANDS INC COM (KTB)](/companies/ktb.md) | Stock | $667 | <0.1% | 8 |  | New +8 |
| [ARROW ELECTRS INC COM (ARW)](/companies/arw.md) | Stock | $640 | <0.1% | 3 |  | New +3 |
| [ING GROEP N.V. SPONSORED ADR (ING)](/companies/ing.md) | ADR | $628 | <0.1% | 20 |  | New +20 |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | ETF | $626 | <0.1% | 13 |  | New +13 |
| [UNILEVER PLC SPON ADR NEW (UL)](/companies/ul.md) | ADR | $601 | <0.1% | 10 |  | New +10 |
| COCA-COLA EUROPACIFIC PARTNERS SHS | Stock | $600 | <0.1% | 6 |  | New +6 |
| [VULCAN MATLS CO COM (VMC)](/companies/vmc.md) | Stock | $590 | <0.1% | 2 |  | New +2 |
| [KYNDRYL HLDGS INC COMMON STOCK (KD)](/companies/kd.md) | Stock | $588 | <0.1% | 52 |  | Added +22 |
| [TAPESTRY INC COM (TPR)](/companies/tpr.md) | Stock | $586 | <0.1% | 4 |  | New +4 |
| [NRG ENERGY INC COM NEW (NRG)](/companies/nrg.md) | Stock | $584 | <0.1% | 4 |  | New +4 |
| [ROLLINS INC COM (ROL)](/companies/rol.md) | Stock | $584 | <0.1% | 14 |  | New +14 |
| [L3HARRIS TECHNOLOGIES INC COM (LHX)](/companies/lhx.md) | Stock | $581 | <0.1% | 2 |  | New +2 |
| [NATIONAL GRID PLC SPONSORED ADR NE (NGG)](/companies/ngg.md) | ADR | $580 | <0.1% | 7 |  | New +7 |
| [MARTIN MARIETTA MATLS INC COM (MLM)](/companies/mlm.md) | Stock | $577 | <0.1% | 1 |  | New +1 |
| [BRITISH AMERN TOB PLC SPONSORED ADR (BTI)](/companies/bti.md) | ADR | $556 | <0.1% | 9 |  | Reduced −11 |
| [ALLY FINL INC COM (ALLY)](/companies/ally.md) | Stock | $551 | <0.1% | 12 |  | New +12 |
| [GEN DIGITAL INC COM (GEN)](/companies/gen.md) | Stock | $548 | <0.1% | 22 |  | New +22 |
| TOTALENERGIES SE ACT | Stock | $544 | <0.1% | 7 |  | New +7 |
| [CBRE GROUP INC CL A (CBRE)](/companies/cbre.md) | Stock | $539 | <0.1% | 4 |  | New +4 |
| [TD SYNNEX CORPORATION COM (SNX)](/companies/snx.md) | Stock | $535 | <0.1% | 2 |  | New +2 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | $534 | <0.1% | 11 |  | Unchanged |
| [NOKIA CORP SPONSORED ADR (NOK)](/companies/nok.md) | ADR | $531 | <0.1% | 40 |  | New +40 |
| [NIO INC SPON ADS (NIO)](/companies/nio.md) | ADR | $526 | <0.1% | 104 |  | Unchanged |
| [SUMITOMO MITSUI FIN GRP INC SPONSORED ADR (SMFG)](/companies/smfg.md) | ADR | $519 | <0.1% | 22 |  | New +22 |
| [HUNTSMAN CORP COM (HUN)](/companies/hun.md) | Stock | $510 | <0.1% | 48 |  | Added +1 |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | ETF | $508 | <0.1% | 10 |  | New +10 |
| [EVERSOURCE ENERGY COM (ES)](/companies/es.md) | Stock | $506 | <0.1% | 7 |  | New +7 |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | ETF | $498 | <0.1% | 6 |  | New +6 |
| [NEWSMAX INC COM SHS CLASS B (NMAX)](/companies/nmax.md) | Stock | $497 | <0.1% | 60 |  | Unchanged |
| TRANE TECHNOLOGIES PLC SHS | Stock | $491 | <0.1% | 1 |  | New +1 |
| ISHARES MSCI BRAZIL ETF | ETF | $483 | <0.1% | 14 |  | New +14 |
| [WERNER ENTERPRISES INC COM (WERN)](/companies/wern.md) | Stock | $480 | <0.1% | 11 |  | New +11 |
| [YUM BRANDS INC COM (YUM)](/companies/yum.md) | Stock | $480 | <0.1% | 3 |  | New +3 |
| [CULLEN FROST BANKERS INC COM (CFR)](/companies/cfr.md) | Stock | $464 | <0.1% | 3 |  | New +3 |
| [SAP SE SPON ADR (SAP)](/companies/sap.md) | ADR | $462 | <0.1% | 3 |  | New +3 |
| [MOODYS CORP COM (MCO)](/companies/mco.md) | Stock | $453 | <0.1% | 1 |  | New +1 |
| [CF INDUSTRIES HOLD COM (CF)](/companies/cf.md) | Stock | $433 | <0.1% | 4 |  | New +4 |
| [EVERGY INC COM (EVRG)](/companies/evrg.md) | Stock | $432 | <0.1% | 5 |  | New +5 |
| [MAXIMUS INC COM (MMS)](/companies/mms.md) | Stock | $430 | <0.1% | 8 |  | New +8 |
| [REPUBLIC SVCS INC COM (RSG)](/companies/rsg.md) | Stock | $426 | <0.1% | 2 |  | New +2 |
| [REINSURANCE GROUP AMER INC COM NEW (RGA)](/companies/rga.md) | Stock | $425 | <0.1% | 2 |  | New +2 |
| [US BANCORP COM NEW (USB)](/companies/usb.md) | Stock | $423 | <0.1% | 7 |  | New +7 |
| ISHARES MSCI NETHERLANDS ETF | ETF | $422 | <0.1% | 6 |  | New +6 |
| [BARCLAYS PLC ADR (BCS)](/companies/bcs.md) | ADR | $403 | <0.1% | 15 |  | New +15 |
| [SNAP ON INC COM (SNA)](/companies/sna.md) | Stock | $402 | <0.1% | 1 |  | New +1 |
| [TYSON FOODS INC CL A (TSN)](/companies/tsn.md) | Stock | $401 | <0.1% | 7 |  | New +7 |
| [HUMANA INC COM (HUM)](/companies/hum.md) | Stock | $397 | <0.1% | 1 |  | New +1 |
| MEDTRONIC PLC SHS | Stock | $391 | <0.1% | 5 |  | Reduced −103 |
| [NATWEST GROUP PLC SPONS ADR (NWG)](/companies/nwg.md) | ADR | $388 | <0.1% | 22 |  | New +22 |
| [BOSTON SCIENTIFIC CORP COM (BSX)](/companies/bsx.md) | Stock | $384 | <0.1% | 9 |  | Reduced −99 |
| [MAXLINEAR INC COM (MXL)](/companies/mxl.md) | Stock | $384 | <0.1% | 3 |  | Unchanged |
| [KENVUE INC COM (KVUE)](/companies/kvue.md) | Stock | $382 | <0.1% | 20 |  | New +20 |
| [NUTRIEN LTD COM (NTR)](/companies/ntr.md) | Stock | $378 | <0.1% | 6 |  | New +6 |
| [C H ROBINSON WORLDWIDE IN COM NEW (CHRW)](/companies/chrw.md) | Stock | $377 | <0.1% | 2 |  | New +2 |
| [NEWMONT CORP COM (NEM)](/companies/nem.md) | Stock | $374 | <0.1% | 4 |  | New +4 |
| [REALTY INCOME CORP COM (O)](/companies/o.md) | REIT | $372 | <0.1% | 6 |  | New +6 |
| [PG&E CORP COM (PCG)](/companies/pcg.md) | Stock | $370 | <0.1% | 22 |  | New +22 |
| [ELANCO ANIMAL HEALTH INC COM (ELAN)](/companies/elan.md) | Stock | $369 | <0.1% | 15 |  | New +15 |
| [PENSKE AUTOMOTIVE GRP INC COM (PAG)](/companies/pag.md) | Stock | $358 | <0.1% | 2 |  | New +2 |
| [UNUM GROUP COM (UNM)](/companies/unm.md) | Stock | $358 | <0.1% | 4 |  | New +4 |
| EVEREST GROUP LTD COM | Stock | $357 | <0.1% | 1 |  | New +1 |
| [KONINKLIJKE PHILIPS N V NY REGIS SHS NEW (PHG)](/companies/phg.md) | ADR | $353 | <0.1% | 13 |  | New +13 |
| [INTERACTIVE BROKERS GROUP INC COM CL A (IBKR)](/companies/ibkr.md) | Stock | $348 | <0.1% | 4 |  | New +4 |
| [PHILLIPS 66 COM (PSX)](/companies/psx.md) | Stock | $338 | <0.1% | 2 |  | New +2 |
| [SPROUTS FMRS MKT INC COM (SFM)](/companies/sfm.md) | Stock | $338 | <0.1% | 4 |  | Reduced −194 |
| [TOYOTA MOTOR CORP ADS (TM)](/companies/tm.md) | ADR | $337 | <0.1% | 2 |  | New +2 |
| [CROWN HLDGS INC COM (CCK)](/companies/cck.md) | Stock | $335 | <0.1% | 3 |  | New +3 |
| [CSX CORP COM (CSX)](/companies/csx.md) | Stock | $333 | <0.1% | 7 |  | New +7 |
| [CONSOLIDATED EDISON INC COM (ED)](/companies/ed.md) | Stock | $332 | <0.1% | 3 |  | New +3 |
| [DOW HLDGS INC COM (DOW)](/companies/dow.md) | Stock | $328 | <0.1% | 12 |  | New +12 |
| [AMERICAN TOWER CORP COM (AMT)](/companies/amt.md) | REIT | $327 | <0.1% | 2 |  | New +2 |
| [MASCO CORP COM (MAS)](/companies/mas.md) | Stock | $325 | <0.1% | 4 |  | New +4 |
| SCHWAB US TIPS ETF | ETF | $318 | <0.1% | 12 |  | New +12 |
| [BURLINGTON STORES INC COM (BURL)](/companies/burl.md) | Stock | $317 | <0.1% | 1 |  | New +1 |
| [CANADIAN NAT RES LTD MED TERM COM (CNQ)](/companies/cnq.md) | Stock | $316 | <0.1% | 8 |  | New +8 |
| [NORFOLK SOUTHN CORP COM (NSC)](/companies/nsc.md) | Stock | $315 | <0.1% | 1 |  | New +1 |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | ETF | $314 | <0.1% | 15 |  | New +15 |
| [FOX CORP CL A COM (FOXA)](/companies/foxa.md) | Stock | $313 | <0.1% | 6 |  | New +6 |
| [KNIGHT-SWIFT TRANSN HLDGS INC CL A (KNX)](/companies/knx.md) | Stock | $311 | <0.1% | 4 |  | New +4 |
| [SYNCHRONY FINANCIAL COM (SYF)](/companies/syf.md) | Stock | $304 | <0.1% | 4 |  | New +4 |
| [SUNBELT RENTALS HOLDINGS INC SHS (SUNB)](/companies/sunb.md) | Stock | $299 | <0.1% | 4 |  | New +4 |
| [SERVICENOW INC COM (NOW)](/companies/now.md) | Stock | $298 | <0.1% | 3 |  | Reduced −109 |
| UBS GROUP AG SHS | Stock | $297 | <0.1% | 6 |  | New +6 |
| [AIR PRODUCTS AND CHEMICALS INC COM (APD)](/companies/apd.md) | Stock | $293 | <0.1% | 1 |  | New +1 |
| [CHURCH & DWIGHT CO INC COM (CHD)](/companies/chd.md) | Stock | $291 | <0.1% | 3 |  | New +3 |
| [TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS (TAK)](/companies/tak.md) | ADR | $289 | <0.1% | 18 |  | New +18 |
| [RIO TINTO PLC SPONSORED ADR (RIO)](/companies/rio.md) | ADR | $285 | <0.1% | 3 |  | Reduced −8 |
| [UGI CORP NEW COM (UGI)](/companies/ugi.md) | Stock | $276 | <0.1% | 8 |  | New +8 |
| [BLOCK H & R INC COM (HRB)](/companies/hrb.md) | Stock | $267 | <0.1% | 7 |  | New +7 |
| [RYDER SYS INC COM (R)](/companies/r.md) | Stock | $264 | <0.1% | 1 |  | New +1 |
| [OVINTIV INC COM (OVV)](/companies/ovv.md) | Stock | $263 | <0.1% | 5 |  | New +5 |
| [BHP BILLITON LIMITED SPONSORED ADS (BHP)](/companies/bhp.md) | ADR | $250 | <0.1% | 3 |  | New +3 |
| VANGUARD EXTENDED MARKET ETF | ETF | $246 | <0.1% | 1 |  | Reduced −139 |
| [AMETEK INC COM (AME)](/companies/ame.md) | Stock | $242 | <0.1% | 1 |  | New +1 |
| [REGAL REXNORD CORPORATION COM (RRX)](/companies/rrx.md) | Stock | $238 | <0.1% | 1 |  | New +1 |
| [FIRST SOLAR INC COM (FSLR)](/companies/fslr.md) | Stock | $236 | <0.1% | 1 |  | New +1 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | $234 | <0.1% | 5 |  | Unchanged |
| ISHARES MSCI CANADA ETF | ETF | $231 | <0.1% | 4 |  | New +4 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | $230 | <0.1% | 3 |  | Unchanged |
| [MURPHY OIL CORP COM (MUR)](/companies/mur.md) | Stock | $228 | <0.1% | 7 |  | New +7 |
| [ALLISON TRANSMISSION HLDGS INC COM (ALSN)](/companies/alsn.md) | Stock | $225 | <0.1% | 2 |  | New +2 |
| [BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS (BAM)](/companies/bam.md) | Stock | $224 | <0.1% | 5 |  | Unchanged |
| [CME GROUP INC COM (CME)](/companies/cme.md) | Stock | $221 | <0.1% | 1 |  | New +1 |
| CRH PLC ORD | Stock | $214 | <0.1% | 2 |  | New +2 |
| [SANOFI SA SPONSORED ADR (SNY)](/companies/sny.md) | ADR | $213 | <0.1% | 5 |  | New +5 |
| VANGUARD LONG-TERM BOND ETF | ETF | $207 | <0.1% | 3 |  | Unchanged |
| ADAPTIVE CORE ETF | ETF | $206 | <0.1% | 6 |  | Unchanged |
| [MDA SPACE LTD COM (MDA)](/companies/mda.md) | Stock | $206 | <0.1% | 5 |  | New +5 |
| [CAMECO CORP COM (CCJ)](/companies/ccj.md) | Stock | $204 | <0.1% | 2 |  | New +2 |
| COLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF | ETF | $202 | <0.1% | 9 |  | Added +2 |
| [MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS (MUFG)](/companies/mufg.md) | ADR | $199 | <0.1% | 10 |  | New +10 |
| [MGIC INVT CORP WIS COM (MTG)](/companies/mtg.md) | Stock | $197 | <0.1% | 7 |  | New +7 |
| [DANAHER CORP DEL COM (DHR)](/companies/dhr.md) | Stock | $190 | <0.1% | 1 |  | New +1 |
| [ORIX CORP SPONSORED ADR (IX)](/companies/ix.md) | ADR | $190 | <0.1% | 5 |  | New +5 |
| [EQUINOR ASA SPONSORED ADR (EQNR)](/companies/eqnr.md) | ADR | $188 | <0.1% | 6 |  | New +6 |
| [MICROCHIP TECHNOLOGY INC. COM (MCHP)](/companies/mchp.md) | Stock | $187 | <0.1% | 2 |  | Unchanged |
| [BRUKER CORP COM (BRKR)](/companies/brkr.md) | Stock | $181 | <0.1% | 3 |  | New +3 |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | $179 | <0.1% | 4 |  | New +4 |
| [BLUEROCK PVT REAL ESTATE FD COM (BPRE)](/companies/bpre.md) | CEF | $177 | <0.1% | 14 |  | New +14 |
| [BJS WHSL CLUB HLDGS INC COM (BJ)](/companies/bj.md) | Stock | $174 | <0.1% | 2 |  | New +2 |
| [NORTHERN TR CORP COM (NTRS)](/companies/ntrs.md) | Stock | $174 | <0.1% | 1 |  | New +1 |
| [VAXCYTE INC COM (PCVX)](/companies/pcvx.md) | Stock | $174 | <0.1% | 3 |  | New +3 |
| [CORTEVA INC COM (CTVA)](/companies/ctva.md) | Stock | $170 | <0.1% | 2 |  | Added +1 |
| [WASTE CONNECTIONS INC COM (WCN)](/companies/wcn.md) | Stock | $167 | <0.1% | 1 |  | New +1 |
| GENPACT LIMITED SHS | Stock | $165 | <0.1% | 6 |  | New +6 |
| [PHINIA INC COMMON STOCK (PHIN)](/companies/phin.md) | Stock | $165 | <0.1% | 2 |  | New +2 |
| [QNITY ELECTRONICS INC COMMON STOCK (Q)](/companies/q.md) | Stock | $163 | <0.1% | 1 |  | New +1 |
| [OWENS CORNING NEW COM (OC)](/companies/oc.md) | Stock | $159 | <0.1% | 1 |  | New +1 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | Stock | $158 | <0.1% | 3 |  | New +3 |
| SHARKNINJA INC COM SHS | Stock | $152 | <0.1% | 1 |  | New +1 |
| [PVH CORPORATION COM (PVH)](/companies/pvh.md) | Stock | $149 | <0.1% | 2 |  | New +2 |
| [DT MIDSTREAM INC COMMON STOCK (DTM)](/companies/dtm.md) | Stock | $147 | <0.1% | 1 |  | New +1 |
| [NOMURA HLDGS INC SPONSORED ADR (NMR)](/companies/nmr.md) | ADR | $140 | <0.1% | 16 |  | New +16 |
| [BROADRIDGE FINL SOLUTIONS INC COM (BR)](/companies/br.md) | Stock | $137 | <0.1% | 1 |  | New +1 |
| [SABRA HEALTH CARE REIT INC COM (SBRA)](/companies/sbra.md) | REIT | $137 | <0.1% | 7 |  | New +7 |
| [XEROX HOLDINGS CORP WT EXP 021128 (XRX)](/companies/xrx.md) | Stock | $137 | <0.1% | 500 |  | New +500 |
| [SCOTTS MIRACLE-GRO CO CL A (SMG)](/companies/smg.md) | Stock | $136 | <0.1% | 2 |  | New +2 |
| [UNITED AIRLS HLDGS INC COM (UAL)](/companies/ual.md) | Stock | $136 | <0.1% | 1 |  | New +1 |
| [PROLOGIS INC. COM (PLD)](/companies/pld.md) | REIT | $135 | <0.1% | 1 |  | New +1 |
| XTRACKERS INTERNATIONAL REAL ESTATE ETF | ETF | $135 | <0.1% | 6 |  | New +6 |
| [PRUDENTIAL PLC ADR (PUK)](/companies/puk.md) | ADR | $134 | <0.1% | 5 |  | Reduced −5 |
| [RYANAIR HOLDINGS PLC SPONSORED ADR (RYAAY)](/companies/ryaay.md) | ADR | $130 | <0.1% | 2 |  | New +2 |
| [SMITH & NEPHEW PLC SPDN ADR NEW (SNN)](/companies/snn.md) | ADR | $115 | <0.1% | 4 |  | New +4 |
| [LULULEMON ATHLETICA INC COM (LULU)](/companies/lulu.md) | Stock | $114 | <0.1% | 1 |  | New +1 |
| [GFL ENVIRONMENTAL INC SUB VTG SHS (GFL)](/companies/gfl.md) | Stock | $110 | <0.1% | 3 |  | New +3 |
| [KT CORP SPONSORED ADR (KT)](/companies/kt.md) | ADR | $104 | <0.1% | 6 |  | New +6 |
| [BAOZUN INC SPONSORED ADR (BZUN)](/companies/bzun.md) | ADR | $102 | <0.1% | 36 |  | New +36 |
| [VILLAGE FARMS INTL INC COM (VFF)](/companies/vff.md) | Stock | $100 | <0.1% | 50 |  | Unchanged |
| [CLOROX CO DEL COM (CLX)](/companies/clx.md) | Stock | $95 | <0.1% | 1 |  | New +1 |
| [INGREDION INC COM (INGR)](/companies/ingr.md) | Stock | $95 | <0.1% | 1 |  | Reduced −20 |
| [RELX PLC SPONSORED ADR (RELX)](/companies/relx.md) | ADR | $95 | <0.1% | 3 |  | New +3 |
| [TRACTOR SUPPLY CO COM (TSCO)](/companies/tsco.md) | Stock | $95 | <0.1% | 3 |  | New +3 |
| JOBY AVIATION INC COMMON STOCK | Stock | $90 | <0.1% | 10 |  | New +10 |
| [CELSIUS HLDGS INC COM NEW (CELH)](/companies/celh.md) | Stock | $88 | <0.1% | 3 |  | New +3 |
| [MEDICAL PROPERTIES TRUST INC COM (MPT)](/companies/mpt.md) | REIT | $88 | <0.1% | 19 |  | Reduced −4,137 |
| [MASTERBRAND INC COMMON STOCK (MBC)](/companies/mbc.md) | Stock | $82 | <0.1% | 8 |  | New +8 |
| [LAUDER ESTEE COS INC CL A (EL)](/companies/el.md) | Stock | $79 | <0.1% | 1 |  | New +1 |
| [RADIAN GROUP INC COM (RDN)](/companies/rdn.md) | Stock | $75 | <0.1% | 2 |  | New +2 |
| [RANGE RES CORP COM (RRC)](/companies/rrc.md) | Stock | $74 | <0.1% | 2 |  | New +2 |
| [DOMINION ENERGY INC COM (D)](/companies/d.md) | Stock | $68 | <0.1% | 1 |  | New +1 |
| [GAP INC COM (GAP)](/companies/gap.md) | Stock | $57 | <0.1% | 3 |  | Unchanged |
| [XPENG INC ADS (XPEV)](/companies/xpev.md) | ADR | $53 | <0.1% | 4 |  | New +4 |
| [VITESSE ENERGY INC COMMON STOCK (VTS)](/companies/vts.md) | Stock | $52 | <0.1% | 3 |  | Unchanged |
| [STITCH FIX INC COM CL A (SFIX)](/companies/sfix.md) | Stock | $41 | <0.1% | 10 |  | Unchanged |
| [CORECIVIC INC COM (CXW)](/companies/cxw.md) | Stock | $30 | <0.1% | 1 |  | New +1 |
| INVESCO RAFI EMERGING MARKETS ETF | ETF | $28 | <0.1% | 1 |  | New +1 |
| [BLINK CHARGING CO COM (BLNK)](/companies/blnk.md) | Stock | $25 | <0.1% | 39 |  | New +39 |
| [CHARGEPOINT HOLDINGS INC COM SHS (CHPT)](/companies/chpt.md) | Stock | $12 | <0.1% | 2 |  | New +2 |
| [CANOPY GROWTH CORPORATION COM NEW (CGC)](/companies/cgc.md) | Stock | $6 | <0.1% | 6 |  | Added +2 |
| [NOVABAY PHARMACEUTICALS INC COM SHS (SDEV)](/companies/sdev.md) | Stock | $1 | <0.1% | 1 |  | New +1 |
| [REVIVA PHARMACEUTCLS HLDGS INC COM NEW (RVPH)](/companies/rvph.md) | Stock | $1 | <0.1% | 1 |  | New +1 |

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ACCESS TREASURY 0-1 YEAR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −36 |
| ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 MAR/SEP ETF | ETF | $0 | 0.0% | 0 |  | Sold out −79 |
| ALPS MEDICAL BREAKTHROUGHS ETF | ETF | $0 | 0.0% | 0 |  | Sold out −37 |
| BIG 5 SPORTING GOODS CORP COM | Stock | $0 | 0.0% | 0 |  | Sold out −1,000 |
| [BITWISE BITCOIN ETF TRUST (BITB)](/companies/bitb.md) | ETF | $0 | 0.0% | 0 |  | Sold out −521 |
| [BLACKSTONE SECD LENDING FD COMMON STOCK (BXSL)](/companies/bxsl.md) | CEF | $0 | 0.0% | 0 |  | Sold out −56 |
| CARNIVAL CORP PAIRED CTF | Stock | $0 | 0.0% | 0 |  | Sold out −100 |
| [CARVANA CO CL A (CVNA)](/companies/cvna.md) | Stock | $0 | 0.0% | 0 |  | Sold out −7 |
| [CHIPOTLE MEXICAN GRILL INC COM (CMG)](/companies/cmg.md) | Stock | $0 | 0.0% | 0 |  | Sold out −100 |
| [CLEAN ENERGY FUELS CORP COM (CLNE)](/companies/clne.md) | Stock | $0 | 0.0% | 0 |  | Sold out −450 |
| [CROWN CASTLE INC COM (CCI)](/companies/cci.md) | REIT | $0 | 0.0% | 0 |  | Sold out −4 |
| CYBERARK SOFTWARE LTD SHS | Stock | $0 | 0.0% | 0 |  | Sold out −360 |
| [DNP SELECT INCOME FD INC COM (DNP)](/companies/dnp.md) | CEF | $0 | 0.0% | 0 |  | Sold out −1 |
| EXXON MOBIL CORP COM | Stock | $0 | 0.0% | 0 |  | Sold out −7,048 |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | ETF | $0 | 0.0% | 0 |  | Sold out −100 |
| FIRST TR SR FLTG RATE INCOME F COM | CEF | $0 | 0.0% | 0 |  | Sold out −725 |
| FIRST TRUST BUYWRITE INCOME ETF | ETF | $0 | 0.0% | 0 |  | Sold out −87 |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | ETF | $0 | 0.0% | 0 |  | Sold out −100 |
| FIVERR INTL LTD ORD SHS | Stock | $0 | 0.0% | 0 |  | Sold out −27 |
| [FRANKLIN ETHEREUM ETF (EZET)](/companies/ezet.md) | ETF | $0 | 0.0% | 0 |  | Sold out −326 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | ETF | $0 | 0.0% | 0 |  | Sold out −301 |
| [HEICO CORP NEW COM (HEI)](/companies/hei.md) | Stock | $0 | 0.0% | 0 |  | Sold out −446 |
| HONEYWELL INTL INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −147 |
| [HUNTINGTON INGALLS INDS INC COM (HII)](/companies/hii.md) | Stock | $0 | 0.0% | 0 |  | Sold out −28 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | ETF | $0 | 0.0% | 0 |  | Sold out −416 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | ETF | $0 | 0.0% | 0 |  | Sold out −364 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER | ETF | $0 | 0.0% | 0 |  | Sold out −814 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | ETF | $0 | 0.0% | 0 |  | Sold out −213 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $0 | 0.0% | 0 |  | Sold out −24 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −5 |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −19 |
| ISHARES MICRO-CAP ETF | ETF | $0 | 0.0% | 0 |  | Sold out −27 |
| [LIVE VENTURES INC COM NEW (LIVE)](/companies/live.md) | Stock | $0 | 0.0% | 0 |  | Sold out −5 |
| [MAGNA INTL INC COM (MGA)](/companies/mga.md) | Stock | $0 | 0.0% | 0 |  | Sold out −10 |
| [MANULIFE FINL CORP COM (MFC)](/companies/mfc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −1,000 |
| [ORGANON & CO COMMON STOCK (OGN)](/companies/ogn.md) | Stock | $0 | 0.0% | 0 |  | Sold out −12 |
| PEAKSTONE REALTY TRUST COMMON SHARES | REIT | $0 | 0.0% | 0 |  | Sold out −847 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | $0 | 0.0% | 0 |  | Sold out −36 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −64 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | $0 | 0.0% | 0 |  | Sold out −504 |
| [SNAP INC CL A (SNAP)](/companies/snap.md) | Stock | $0 | 0.0% | 0 |  | Sold out −435 |
| [SNOWFLAKE INC COM SHS (SNOW)](/companies/snow.md) | Stock | $0 | 0.0% | 0 |  | Sold out −28 |
| [SOFI TECHNOLOGIES INC COM (SOFI)](/companies/sofi.md) | Stock | $0 | 0.0% | 0 |  | Sold out −102 |
| SPDR SSGA MULTI-ASSET REAL RETURN ETF | ETF | $0 | 0.0% | 0 |  | Sold out −19 |
| [TC ENERGY CORP COM (TRP)](/companies/trp.md) | Stock | $0 | 0.0% | 0 |  | Sold out −4 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $0 | 0.0% | 0 |  | Sold out −46 |
| [VIATRIS INC COM (VTRS)](/companies/vtrs.md) | Stock | $0 | 0.0% | 0 |  | Sold out −15 |
| WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND | ETF | $0 | 0.0% | 0 |  | Sold out −27 |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | ETF | $0 | 0.0% | 0 |  | Sold out −27 |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | ETF | $0 | 0.0% | 0 |  | Sold out −51 |
| YORKVILLE ACQUISITION CORP. SHS CL A | Stock | $0 | 0.0% | 0 |  | Sold out −137 |

Source: SEC EDGAR, Form 13F-HR, accession 0002011849-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.