# Crews Bank & Trust: Form 13F holdings

An institutional investment manager in PORT CHARLOTTE, FL. SEC CIK 2052279.

- Quarter ended: 2026-06-30
- Filed: 2026-07-16
- Reported value: $766.0m
- Positions: 662 (662 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/2052279/000114036126028650/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| State Street SPDR Port S&P 500 Large Cap ETF | Com | $104.2m | 13.6% | 1,185,830 |  | Added +29,973 |
| Vanguard Dividend Appreciation ETF | Com | $43.0m | 5.6% | 181,557 |  | Added +6,488 |
| iShares 0-5 Year Investment Grade ETF | Com | $39.7m | 5.2% | 788,528 |  | Added +28,948 |
| Vanguard High Dividend Yield ETF | Com | $39.4m | 5.1% | 249,044 |  | Added +2,709 |
| Vanguard Growth ETF | Com | $36.5m | 4.8% | 424,148 |  | Added +356,371 |
| State Street SPDR Intermediate Corp Bond ETF | Com | $26.6m | 3.5% | 796,215 |  | Added +25,962 |
| State Street SPDR Port S&P 600 Small Cap ETF | Com | $26.3m | 3.4% | 456,249 |  | Reduced −30,476 |
| State Street SPDR Port S&P 400 Mid Cap ETF | Com | $21.4m | 2.8% | 317,015 |  | Reduced −11,118 |
| [Apple Inc (AAPL)](/companies/aapl.md) | Com | $20.4m | 2.7% | 70,608 |  | Reduced −697 |
| Vanguard Intermediate-Term Corporate Bond ETF | Com | $19.9m | 2.6% | 240,669 |  | Added +4,513 |
| Invesco S&P 500 Equal Weight ETF | Com | $17.9m | 2.3% | 84,362 |  | Added +1,768 |
| iShares MSCI USA Equal Weighted ETF | Com | $16.3m | 2.1% | 143,137 |  | Reduced −2,245 |
| State Street Technology Select Sector SPDR | Com | $11.3m | 1.5% | 59,069 |  | Reduced −1,355 |
| Vanguard Short-Term Bond ETF | Com | $11.1m | 1.4% | 142,016 |  | Added +3,389 |
| [Microsoft Corporation (MSFT)](/companies/msft.md) | Com | $10.8m | 1.4% | 29,080 |  | Reduced −78 |
| Vanguard Total Stock Market ETF | Com | $10.7m | 1.4% | 28,907 |  | Added +183 |
| iShares Core Dividend Growth ETF | Com | $9.6m | 1.3% | 126,951 |  | Added +2,239 |
| [Alphabet Inc Class A (GOOGL)](/companies/googl.md) | Com | $8.5m | 1.1% | 23,762 |  | Reduced −516 |
| Vanguard Ultra-Short Bond ETF | Com | $8.1m | 1.1% | 161,976 |  | Added +4,530 |
| Invesco QQQ Trust ETF | Com | $7.7m | 1.0% | 10,503 |  | Reduced −2 |
| [STATE STREET SPDR S&P 500 ETF TRUST (SPY)](/companies/spy.md) | Com | $7.5m | 1.0% | 10,075 |  | Reduced −46 |
| [Visa Inc (V)](/companies/v.md) | Com | $7.0m | 0.9% | 20,446 |  | Reduced −104 |
| [Eli Lilly and Co (LLY)](/companies/lly.md) | Com | $6.8m | 0.9% | 5,653 |  | Reduced −170 |
| Vanguard Mega Cap ETF | Com | $6.3m | 0.8% | 23,110 |  | Added +3,370 |
| [Corning Incorporated (GLW)](/companies/glw.md) | Com | $5.5m | 0.7% | 21,725 |  | Added +36 |
| iBonds December 2027 Corporate Term ETF | Com | $5.5m | 0.7% | 226,390 |  | Added +3,865 |
| [Amazon Com Inc (AMZN)](/companies/amzn.md) | Com | $5.2m | 0.7% | 21,759 |  | Reduced −194 |
| iShares Floating Rate Bond ETF | Com | $5.2m | 0.7% | 101,475 |  | Added +11,053 |
| iShares Russell 2000 Small-Cap ETF | Com | $5.2m | 0.7% | 17,228 |  | Reduced −83 |
| iBonds December 2026 Corporate Term ETF | Com | $5.1m | 0.7% | 211,905 |  | Reduced −13,800 |
| iBonds December 2028 Corporate Term ETF | Com | $5.1m | 0.7% | 200,155 |  | Reduced −1,820 |
| [JPMorgan Chase & Co (JPM)](/companies/jpm.md) | Com | $5.1m | 0.7% | 15,428 |  | Reduced −251 |
| [Alphabet Inc (GOOGL)](/companies/googl.md) | Com | $5.0m | 0.7% | 14,172 |  | Reduced −224 |
| [Guardian Pharmacy Svcs Inc Class A (GRDN)](/companies/grdn.md) | Com | $4.2m | 0.6% | 101,127 |  | New +101,127 |
| State Street SPDR ICE Preferred Sec ETF | Pfd Stk | $4.2m | 0.6% | 138,140 |  | Added +90 |
| iBonds December 2029 Corporate Term ETF | Com | $4.1m | 0.5% | 179,020 |  | Reduced −4,285 |
| [State Street SPDR S&P 400 Mid-Cap ETF (MDY)](/companies/mdy.md) | Com | $4.0m | 0.5% | 5,751 |  | Reduced −97 |
| [Johnson & Johnson (JNJ)](/companies/jnj.md) | Com | $3.1m | 0.4% | 12,235 |  | Reduced −71 |
| iShares U.S. Preferred Stock ETF | Pfd Stk | $3.1m | 0.4% | 100,810 |  | Added +4,485 |
| [Cisco Systems Inc (CSCO)](/companies/csco.md) | Com | $2.6m | 0.3% | 22,069 |  | Reduced −109 |
| Vanguard Communication Services ETF | Com | $2.5m | 0.3% | 13,657 |  | Reduced −210 |
| [QUALCOMM Inc (QCOM)](/companies/qcom.md) | Com | $2.5m | 0.3% | 13,320 |  | Reduced −31 |
| iShares Core High Dividend ETF | Com | $2.4m | 0.3% | 89,015 |  | Added +70,858 |
| [Home Depot Inc (HD)](/companies/hd.md) | Com | $2.4m | 0.3% | 6,829 |  | Reduced −176 |
| State Street Consumer Dis Select Sector SPDR | Com | $2.4m | 0.3% | 20,074 |  | Unchanged |
| Vanguard International High Dividend ETF | Com | $2.4m | 0.3% | 23,956 |  | Reduced −6,503 |
| State Street Industrial Select Sector SPDR ET | Com | $2.3m | 0.3% | 12,485 |  | Reduced −65 |
| Global X US Preferred ETF | Pfd Stk | $2.3m | 0.3% | 121,730 |  | Added +2,215 |
| State Street Health Care Select Sector SPDR E | Com | $2.3m | 0.3% | 14,271 |  | Reduced −170 |
| Vanguard S&P 500 Index ETF | Com | $2.2m | 0.3% | 3,253 |  | Added +69 |
| Vanguard Value ETF | Com | $2.2m | 0.3% | 10,116 |  | Reduced −8 |
| Financial Select Sector SPDR ETF | Com | $2.2m | 0.3% | 40,787 |  | Reduced −720 |
| iShares iBoxx Investment Grade Corp Bond ETF | Com | $2.2m | 0.3% | 19,790 |  | Reduced −261 |
| [Nvidia Corp Com (NVDA)](/companies/nvda.md) | Com | $2.2m | 0.3% | 10,768 |  | Added +140 |
| [Deere & Company (DE)](/companies/de.md) | Com | $2.1m | 0.3% | 3,358 |  | Unchanged |
| [AbbVie Inc (ABBV)](/companies/abbv.md) | Com | $2.1m | 0.3% | 8,457 |  | Reduced −22 |
| [American Coastal Ins Corp (ACIC)](/companies/acic.md) | Com | $2.1m | 0.3% | 189,075 |  | Unchanged |
| [Intercontinental Exchange Inc (ICE)](/companies/ice.md) | Com | $2.1m | 0.3% | 16,951 |  | Reduced −34 |
| [Advanced Micro Devices Inc. (AMD)](/companies/amd.md) | Com | $2.0m | 0.3% | 3,490 |  | Reduced −1,050 |
| State Street Utilities Select Sector SPDR ETF | Com | $2.0m | 0.3% | 43,960 |  | Reduced −845 |
| [McDonald's Corporation (MCD)](/companies/mcd.md) | Com | $1.9m | 0.3% | 7,211 |  | Reduced −43 |
| [Chevron Corporation (CVX)](/companies/cvx.md) | Com | $1.9m | 0.2% | 11,291 |  | Reduced −99 |
| [Wal-Mart Stores Inc (WMT)](/companies/wmt.md) | Com | $1.8m | 0.2% | 16,217 |  | Added +492 |
| Exxon Mobil Corporation | Com | $1.7m | 0.2% | 12,311 |  | Reduced −36 |
| [Carrier Global Corporation (CARR)](/companies/carr.md) | Com | $1.6m | 0.2% | 22,459 |  | Reduced −105 |
| iBonds December 2030 Corporate Term ETF | Com | $1.6m | 0.2% | 75,205 |  | Reduced −5,310 |
| [Costco Wholeshare Group (COST)](/companies/cost.md) | Com | $1.6m | 0.2% | 1,740 |  | Reduced −35 |
| [Procter & Gamble Company (PG)](/companies/pg.md) | Com | $1.6m | 0.2% | 11,078 |  | Added +39 |
| iShares Core Total International Stock ETF | Com | $1.6m | 0.2% | 16,560 |  | Reduced −105 |
| [Blackrock Inc. (BLK)](/companies/blk.md) | Com | $1.5m | 0.2% | 1,529 |  | Reduced −17 |
| State Street Materials Select Sector SPDR ETF | Com | $1.5m | 0.2% | 28,915 |  | Reduced −735 |
| State Street Energy Select Sector SPDR ETF | Com | $1.5m | 0.2% | 27,401 |  | Reduced −230 |
| [Nextera Energy Inc (NEE)](/companies/nee.md) | Com | $1.4m | 0.2% | 15,836 |  | Added +333 |
| State Street SPDR Bloomberg Investment Grade | Com | $1.4m | 0.2% | 44,675 |  | Reduced −285 |
| [CME Group Inc (CME)](/companies/cme.md) | Com | $1.4m | 0.2% | 6,162 |  | Reduced −71 |
| [Oracle Corporation (ORCL)](/companies/orcl.md) | Com | $1.3m | 0.2% | 9,167 |  | Reduced −604 |
| iShares 0-3 month Treasury Bond ETF | Com | $1.3m | 0.2% | 12,715 |  | Reduced −920 |
| [PepsiCo Inc (PEP)](/companies/pep.md) | Com | $1.3m | 0.2% | 9,348 |  | Added +62 |
| iShares Barclays 1-3 Year Treasury Bond ETF | Com | $1.3m | 0.2% | 15,412 |  | Reduced −222 |
| [Dover Corp (DOV)](/companies/dov.md) | Com | $1.3m | 0.2% | 5,597 |  | Unchanged |
| [Amgen Inc (AMGN)](/companies/amgn.md) | Com | $1.2m | 0.2% | 3,433 |  | Reduced −16 |
| [Union Pacific Corporation (UNP)](/companies/unp.md) | Com | $1.2m | 0.2% | 4,463 |  | Reduced −74 |
| ETF ISHARES SHORT TREASURY BOND FUND | Com | $1.2m | 0.2% | 10,571 |  | Reduced −907 |
| [Micron Technology Inc (MU)](/companies/mu.md) | Com | $1.2m | 0.2% | 1,007 |  | Added +261 |
| [Caterpillar Inc (CAT)](/companies/cat.md) | Com | $1.1m | 0.1% | 1,077 |  | Reduced −10 |
| [Coca-Cola Company (KO)](/companies/ko.md) | Com | $1.1m | 0.1% | 13,913 |  | Reduced −50 |
| [Lockheed Martin Corp (LMT)](/companies/lmt.md) | Com | $1.1m | 0.1% | 2,200 |  | Reduced −9 |
| iShares Core S&P Mid-Cap ETF | Com | $1.1m | 0.1% | 14,187 |  | Added +1,878 |
| [Emerson Electric Co (EMR)](/companies/emr.md) | Com | $1.1m | 0.1% | 7,594 |  | Reduced −59 |
| State Street Consumer Staples Select Sector S | Com | $1.1m | 0.1% | 12,998 |  | Reduced −170 |
| Vanguard Real Estate Index ETF | Com | $1.1m | 0.1% | 11,021 |  | Reduced −70 |
| [American Tower Corporation (AMT)](/companies/amt.md) | Com | $1.0m | 0.1% | 6,296 |  | Reduced −649 |
| [Truist Financial Corporation (TFC)](/companies/tfc.md) | Com | $1.0m | 0.1% | 20,592 |  | Reduced −228 |
| iShares Russell 1000 ETF | Com | $1.0m | 0.1% | 2,461 |  | Added +2,345 |
| [Taiwan Semiconductor Mfg Ltd ADS (TSM)](/companies/tsm.md) | Com | $1.0m | 0.1% | 2,102 |  | Added +4 |
| iBonds December 2028 Term Muni Bond ETF | Com | $962.3k | 0.1% | 37,621 |  | Unchanged |
| [3M Co (MMM)](/companies/mmm.md) | Com | $941.3k | 0.1% | 5,814 |  | Reduced −40 |
| [UnitedHealth Group Inc (UNH)](/companies/unh.md) | Com | $940.2k | 0.1% | 2,262 |  | Added +205 |
| [Intel Corp (INTC)](/companies/intc.md) | Com | $916.8k | 0.1% | 6,566 |  | Unchanged |
| [Capital One Financial Corp (COF)](/companies/cof.md) | Com | $913.2k | 0.1% | 4,552 |  | Added +16 |
| iBonds December 2027 Term Muni Bond ETF | Com | $907.3k | 0.1% | 35,693 |  | Unchanged |
| St Str SPDR Nuveen ICE Short Term Muni Bd ETF | Com | $903.0k | 0.1% | 18,827 |  | Unchanged |
| iShares National Municipal Bond ETF | Com | $898.7k | 0.1% | 8,351 |  | Reduced −434 |
| Vanguard Information Technology ETF | Com | $897.8k | 0.1% | 7,512 |  | Added +6,553 |
| [Bank of America Corp (BAC)](/companies/bac.md) | Com | $897.7k | 0.1% | 15,754 |  | Added +482 |
| [Duke Energy Corp (DUK)](/companies/duk.md) | Com | $896.1k | 0.1% | 7,079 |  | Reduced −130 |
| [Merck & Co Inc (MRK)](/companies/mrk.md) | Com | $876.9k | 0.1% | 6,824 |  | Reduced −297 |
| [Argenx Se ADR (ARGX)](/companies/argx.md) | Com | $867.5k | 0.1% | 935 |  | Unchanged |
| State Street SPDR SSGA Ult Short Term Bd ETF | Com | $859.0k | 0.1% | 21,250 |  | Reduced −560 |
| [Cummins Inc (CMI)](/companies/cmi.md) | Com | $855.9k | 0.1% | 1,200 |  | Unchanged |
| [Honeywell Intl Inc (HON)](/companies/hon.md) | Com | $829.5k | 0.1% | 3,705 |  | New +3,705 |
| [Honeywell Aerospace Inc (HONA)](/companies/hona.md) | Com | $819.1k | 0.1% | 3,705 |  | New +3,705 |
| [Meta Platforms Inc (META)](/companies/meta.md) | Com | $814.5k | 0.1% | 1,446 |  | Reduced −25 |
| [Morgan Stanley (MS)](/companies/ms.md) | Com | $808.1k | 0.1% | 3,866 |  | Added +10 |
| iShares Core S&P Small-Cap ETF | Com | $805.2k | 0.1% | 5,429 |  | Added +136 |
| iBonds December 2026 Term Muni Bond ETF | Com | $767.8k | 0.1% | 29,944 |  | Reduced −2,000 |
| [ConocoPhillips (COP)](/companies/cop.md) | Com | $762.1k | <0.1% | 7,331 |  | Reduced −51 |
| Dimensional National Municipal Bond ETF | Com | $758.0k | <0.1% | 15,683 |  | Unchanged |
| [CVS Health Corporation (CVS)](/companies/cvs.md) | Com | $756.9k | <0.1% | 7,317 |  | Reduced −107 |
| [AFLAC Incorporated (AFL)](/companies/afl.md) | Com | $739.7k | <0.1% | 6,309 |  | Unchanged |
| [Verizon Communications Inc (VZ)](/companies/vz.md) | Com | $739.5k | <0.1% | 17,465 |  | Added +1,148 |
| [Lowe's Companies Inc (LOW)](/companies/low.md) | Com | $720.1k | <0.1% | 3,266 |  | Reduced −58 |
| [Broadcom Inc (AVGO)](/companies/avgo.md) | Com | $714.3k | <0.1% | 1,891 |  | Added +50 |
| [Public Service Enterprise Group Inc (PEG)](/companies/peg.md) | Com | $707.2k | <0.1% | 8,714 |  | Unchanged |
| iShares Short Duration Bond Active ETF | Com | $678.8k | <0.1% | 13,400 |  | Reduced −395 |
| Tower Semiconductor Ltd New | Com | $672.5k | <0.1% | 2,580 |  | Reduced −20 |
| [Goldman Sachs Group Inc (GS)](/companies/gs.md) | Com | $671.5k | <0.1% | 664 |  | Reduced −12 |
| J P Morgan Municipal ETF | Com | $655.8k | <0.1% | 12,946 |  | Added +187 |
| [Adobe Systems Incorporated (ADBE)](/companies/adbe.md) | Com | $653.4k | <0.1% | 3,187 |  | Reduced −233 |
| [SPDR Gold Minishares Trust ETF (GLDM)](/companies/gldm.md) | Com | $652.4k | <0.1% | 8,215 |  | Unchanged |
| [Kinder Morgan Inc (KMI)](/companies/kmi.md) | Com | $649.2k | <0.1% | 20,307 |  | Added +406 |
| iShares Core S&P 500 ETF | Com | $645.5k | <0.1% | 862 |  | Added +100 |
| Vanguard Tax Exempt Bond Index ETF | Com | $635.5k | <0.1% | 12,565 |  | Added +378 |
| Avantis Core Municipal Fixed Income ETF | Com | $622.8k | <0.1% | 13,369 |  | Unchanged |
| Medtronic PLC | Com | $600.5k | <0.1% | 7,676 |  | Reduced −194 |
| [AT&T Inc (T)](/companies/t.md) | Com | $598.7k | <0.1% | 28,925 |  | Reduced −548 |
| [Walt Disney Company (DIS)](/companies/dis.md) | Com | $597.7k | <0.1% | 6,210 |  | Reduced −905 |
| [Sherwin-Williams Company (SHW)](/companies/shw.md) | Com | $590.5k | <0.1% | 1,715 |  | Unchanged |
| [Paychex Inc (PAYX)](/companies/payx.md) | Com | $587.4k | <0.1% | 5,974 |  | Reduced −350 |
| [Abbott Laboratories (ABT)](/companies/abt.md) | Com | $580.3k | <0.1% | 6,395 |  | Reduced −60 |
| State Street SPDR S&P Aerospace & Defense ETF | Com | $571.6k | <0.1% | 2,014 |  | Added +75 |
| Vanguard Intermediate Term Tax-Free Bond ETF | Com | $556.9k | <0.1% | 5,515 |  | Unchanged |
| Vanguard Short-Term Exempt Bond ETF | Com | $552.1k | <0.1% | 5,450 |  | Unchanged |
| Invesco BulletShares 2026 Muni Bond ETF | Com | $538.6k | <0.1% | 22,875 |  | Unchanged |
| Invesco National AMT-Free Muni Bond ETF | Com | $536.6k | <0.1% | 22,815 |  | Reduced −2,700 |
| [RTX Corporate (RTX)](/companies/rtx.md) | Com | $531.1k | <0.1% | 2,799 |  | Reduced −129 |
| [Monster Beverage Corporation (MNST)](/companies/mnst.md) | Com | $519.2k | <0.1% | 5,402 |  | Unchanged |
| F/m 3-Yr Investment Grade Corporate Bond ETF | Com | $515.5k | <0.1% | 10,200 |  | Reduced −1,000 |
| F/M 2-Yr Investment Grade Corporate Bond ETF | Com | $513.8k | <0.1% | 10,200 |  | Reduced −1,000 |
| Vanguard Index Funds Mid-Cap ETF | Com | $511.1k | <0.1% | 6,344 |  | Added +4,802 |
| [Berkshire Hathaway Inc (BRK-B)](/companies/brk-b.md) | Com | $500.4k | <0.1% | 1,000 |  | Reduced −44 |
| Invesco BulletShares 2027 Corp Bond ETF | Com | $486.4k | <0.1% | 24,795 |  | Reduced −2,550 |
| State Street Comm Svcs Select Sector SPDR ETF | Com | $481.0k | <0.1% | 4,490 |  | Unchanged |
| [Philip Morris International Inc (PM)](/companies/pm.md) | Com | $471.1k | <0.1% | 2,604 |  | Reduced −700 |
| [Mastercard Incorporated (MA)](/companies/ma.md) | Com | $467.4k | <0.1% | 910 |  | Reduced −45 |
| [Southern Company (SO)](/companies/so.md) | Com | $461.4k | <0.1% | 4,821 |  | Added +461 |
| iBonds December 2029 Term Muni Bond ETF | Com | $460.2k | <0.1% | 18,125 |  | Unchanged |
| Eaton Corporation PLC | Com | $458.5k | <0.1% | 1,076 |  | Unchanged |
| [Danaher Corporation (DHR)](/companies/dhr.md) | Com | $455.8k | <0.1% | 2,393 |  | Reduced −6 |
| [CSX Corporation (CSX)](/companies/csx.md) | Com | $447.9k | <0.1% | 9,424 |  | Reduced −85 |
| [Pfizer Inc (PFE)](/companies/pfe.md) | Com | $437.9k | <0.1% | 18,187 |  | Added +289 |
| iBonds December 2031 Corporate Term ETF | Com | $434.7k | <0.1% | 20,860 |  | Reduced −5,130 |
| [Texas Instruments Incorporated (TXN)](/companies/txn.md) | Com | $433.4k | <0.1% | 1,454 |  | Unchanged |
| [Target Corporation (TGT)](/companies/tgt.md) | Com | $430.6k | <0.1% | 3,297 |  | Reduced −20 |
| Vanguard Total International Stock Index ETF | Com | $404.9k | <0.1% | 4,736 |  | Reduced −360 |
| Vanguard Short Term Corp Bond ETF | Com | $393.3k | <0.1% | 4,976 |  | Added +580 |
| [eBay Inc (EBAY)](/companies/ebay.md) | Com | $390.3k | <0.1% | 3,493 |  | Unchanged |
| [Bank Of New York Mellon Corporation (BNY)](/companies/bny.md) | Com | $388.0k | <0.1% | 2,683 |  | Unchanged |
| [Allstate Corp (ALL)](/companies/all.md) | Com | $384.7k | <0.1% | 1,617 |  | Unchanged |
| [Waste Mgmt Inc Del (WM)](/companies/wm.md) | Com | $383.6k | <0.1% | 1,721 |  | Unchanged |
| Crh Plc ORD | Com | $380.2k | <0.1% | 3,553 |  | Unchanged |
| [Caseys General Stores Inc (CASY)](/companies/casy.md) | Com | $379.1k | <0.1% | 477 |  | Unchanged |
| [CenterPoint Energy Inc (CNP)](/companies/cnp.md) | Com | $373.4k | <0.1% | 8,478 |  | Unchanged |
| Invesco BulletShares 2028 Corp Bond ETF | Com | $367.9k | <0.1% | 18,065 |  | Reduced −1,500 |
| [TJX Companies Inc (TJX)](/companies/tjx.md) | Com | $365.7k | <0.1% | 2,414 |  | Reduced −9 |
| [Thermo Fisher Scientific Inc (TMO)](/companies/tmo.md) | Com | $364.5k | <0.1% | 727 |  | Reduced −250 |
| [Kimberly-Clark Corp (KMB)](/companies/kmb.md) | Com | $359.8k | <0.1% | 3,278 |  | Reduced −25 |
| Vanguard Long-Term Corporate Bond ETF | Com | $353.7k | <0.1% | 4,700 |  | Reduced −240 |
| [International Business Machines Corp (IBM)](/companies/ibm.md) | Com | $352.4k | <0.1% | 1,253 |  | Reduced −25 |
| iBonds December 2026 Treasury Bond ETF | Com | $351.1k | <0.1% | 15,340 |  | Reduced −850 |
| Invesco BulletShares 2026 Corp Bond ETF | Com | $350.8k | <0.1% | 17,965 |  | Reduced −7,150 |
| iBonds December 2028 Treasury Bond ETF | Com | $349.3k | <0.1% | 15,775 |  | Unchanged |
| iBonds December 2027 Treasury Bond ETF | Com | $343.2k | <0.1% | 15,340 |  | Unchanged |
| [Travelers Companies Inc (TRV)](/companies/trv.md) | Com | $334.7k | <0.1% | 1,014 |  | Unchanged |
| [Starbucks Corporation (SBUX)](/companies/sbux.md) | Com | $330.8k | <0.1% | 3,237 |  | Reduced −100 |
| iShares S&P 500 Growth ETF | Com | $328.7k | <0.1% | 2,390 |  | Reduced −1,458 |
| [ITT Inc (ITT)](/companies/itt.md) | Com | $316.4k | <0.1% | 1,600 |  | Unchanged |
| [Coherent Corp (COHR)](/companies/cohr.md) | Com | $315.6k | <0.1% | 800 |  | Reduced −100 |
| ST STR SPDR PORT S&P 500 HIGH DIVIDEND ETF | Com | $311.3k | <0.1% | 6,525 |  | Reduced −6,085 |
| iShares Russell 1000 Value Index ETF | Com | $305.2k | <0.1% | 1,259 |  | Reduced −10 |
| Vanguard International Equity Index Fund ETF | Com | $298.9k | <0.1% | 3,569 |  | Added +3,351 |
| Vanguard Ftse Developed Markets ETF | Com | $296.6k | <0.1% | 4,163 |  | Reduced −344 |
| iBonds December 2029 Treasury Bond ETF | Com | $294.2k | <0.1% | 13,590 |  | Unchanged |
| iBonds December 2030 Term Muni Bond ETF | Com | $292.3k | <0.1% | 11,300 |  | Unchanged |
| State Street SPDR Nuveen ICE Muni Bond ETF | Com | $289.9k | <0.1% | 6,330 |  | Reduced −500 |
| Oneok Inc New | Com | $287.0k | <0.1% | 3,301 |  | Unchanged |
| [Intuitive Surgical Inc Com New (ISRG)](/companies/isrg.md) | Com | $281.6k | <0.1% | 708 |  | Unchanged |
| iShares Exponential Technologies ETF | Com | $279.5k | <0.1% | 3,383 |  | Unchanged |
| [PNC Financial Services Group Inc (PNC)](/companies/pnc.md) | Com | $278.7k | <0.1% | 1,132 |  | Unchanged |
| Invesco BulletShares 2031 Muni Bond ETF | Com | $278.4k | <0.1% | 13,265 |  | Added +3,805 |
| Invesco Bulletshares 2033 Muni Bond ETF | Com | $278.0k | <0.1% | 10,775 |  | Added +3,115 |
| Invesco Bulletshares 2032 Muni Bond ETF | Com | $277.5k | <0.1% | 11,040 |  | Added +3,190 |
| [Altria Group Inc (MO)](/companies/mo.md) | Com | $271.3k | <0.1% | 3,771 |  | Added +736 |
| Invesco BulletShares 2029 Corp Bond ETF | Com | $260.1k | <0.1% | 14,000 |  | Reduced −1,500 |
| Schwab US Dividend Equity ETF | Com | $258.6k | <0.1% | 8,155 |  | Reduced −305 |
| [Nike Inc (NKE)](/companies/nke.md) | Com | $253.9k | <0.1% | 6,184 |  | Reduced −61 |
| Invesco Preferred ETF | Pfd Stk | $252.1k | <0.1% | 23,255 |  | Unchanged |
| Vanguard Russell 1000 Growth ETF | Com | $251.7k | <0.1% | 1,969 |  | Unchanged |
| Ferrari N V | Com | $246.5k | <0.1% | 662 |  | Unchanged |
| [United Rentals Inc (URI)](/companies/uri.md) | Com | $244.7k | <0.1% | 216 |  | Unchanged |
| [Bristol- Myers Squibb Co (BMY)](/companies/bmy.md) | Com | $243.2k | <0.1% | 4,221 |  | Reduced −169 |
| [Tesla Inc (TSLA)](/companies/tsla.md) | Com | $239.7k | <0.1% | 570 |  | Added +91 |
| Vanguard Intermediate Term Treasury ETF | Com | $237.2k | <0.1% | 4,021 |  | Added +53 |
| State Street SPDR Portfolio S&P 500 Value ETF | Com | $232.0k | <0.1% | 3,816 |  | Unchanged |
| [Air Products & Chemicals Inc (APD)](/companies/apd.md) | Com | $226.9k | <0.1% | 774 |  | Unchanged |
| [Church & Dwight Company Inc (CHD)](/companies/chd.md) | Com | $220.4k | <0.1% | 2,275 |  | Unchanged |
| [WEC Energy Group Inc (WEC)](/companies/wec.md) | Com | $211.8k | <0.1% | 1,814 |  | Unchanged |
| First Trust NASDAQ-100 Technology Index ETF | Com | $208.5k | <0.1% | 623 |  | Unchanged |
| [Watsco Inc Class B Conv (WSO)](/companies/wso.md) | Com | $206.6k | <0.1% | 500 |  | Reduced −150 |
| State Street SPDR S&P 1500 ETF | Com | $202.2k | <0.1% | 2,227 |  | Added +1,084 |
| Invesco BulletShares 2028 Muni Bond ETF | Com | $200.1k | <0.1% | 8,535 |  | Unchanged |
| Invesco BulletShares 2027 Muni Bond ETF | Com | $199.9k | <0.1% | 8,455 |  | Unchanged |
| Invesco BulletShares 2030 Muni Bond ETF | Com | $199.7k | <0.1% | 9,110 |  | Unchanged |
| [Citigroup Inc (C)](/companies/c.md) | Com | $199.6k | <0.1% | 1,426 |  | Reduced −28 |
| Invesco BulletShares 2029 Muni Bond ETF | Com | $199.2k | <0.1% | 8,650 |  | Unchanged |
| iShares Barclays MBS Bond Fund | Com | $198.5k | <0.1% | 2,100 |  | New +2,100 |
| [Ameren Corp (AEE)](/companies/aee.md) | Com | $195.3k | <0.1% | 1,728 |  | Unchanged |
| F/m US Treasury 2 Year Note ETF | Com | $193.0k | <0.1% | 4,025 |  | Reduced −105 |
| [Norfolk Southern Corp (NSC)](/companies/nsc.md) | Com | $187.8k | <0.1% | 597 |  | Added +203 |
| Vanguard Total Bond Market ETF | Com | $186.9k | <0.1% | 2,546 |  | Reduced −225 |
| ST STR SPDR PORTFOLIO S&P 500 GROWTH ETF | Com | $186.0k | <0.1% | 1,563 |  | Unchanged |
| [Rockwell Automation (ROK)](/companies/rok.md) | Com | $185.2k | <0.1% | 374 |  | Unchanged |
| [Wells Fargo & Co (WFC)](/companies/wfc.md) | Com | $184.4k | <0.1% | 2,231 |  | Unchanged |
| [U S Bancorp (USB)](/companies/usb.md) | Com | $182.0k | <0.1% | 3,014 |  | Unchanged |
| [FedEx Corporation (FDX)](/companies/fdx.md) | Com | $180.4k | <0.1% | 576 |  | Unchanged |
| F/m US Treasury 12 Month Bill ETF | Com | $179.9k | <0.1% | 3,600 |  | Unchanged |
| [Consolidated Edison Inc (ED)](/companies/ed.md) | Com | $179.9k | <0.1% | 1,626 |  | Added +653 |
| [DTE Energy Company (DTE)](/companies/dte.md) | Com | $178.4k | <0.1% | 1,171 |  | Unchanged |
| iBonds December 2030 Treasury Bond ETF | Com | $175.4k | <0.1% | 8,975 |  | Unchanged |
| [ST Microelectronics N V NY Registry (STM)](/companies/stm.md) | Com | $175.2k | <0.1% | 2,340 |  | Reduced −460 |
| iShares International Select Dividend ETF | Com | $173.4k | <0.1% | 4,185 |  | Reduced −7,065 |
| Schwab Strategic US Large Cap ETF | Com | $168.1k | <0.1% | 5,712 |  | Unchanged |
| Vanguard Index Small Cap Growth ETF | Com | $167.5k | <0.1% | 458 |  | Unchanged |
| iShares Core U.S. Aggregate Bond ETF | Com | $167.1k | <0.1% | 1,688 |  | Added +122 |
| Vanguard Small-Cap Value ETF | Com | $164.7k | <0.1% | 678 |  | Unchanged |
| [Ameriprise Financial Inc (AMP)](/companies/amp.md) | Com | $164.2k | <0.1% | 358 |  | Reduced −100 |
| iShares Select Dividend ETF | Com | $162.2k | <0.1% | 1,038 |  | Unchanged |
| [Automatic Data Processing (ADP)](/companies/adp.md) | Com | $159.9k | <0.1% | 714 |  | Unchanged |
| [PayPal Holdings Inc (PYPL)](/companies/pypl.md) | Com | $159.8k | <0.1% | 3,700 |  | Unchanged |
| State Street SPDR S&P Regional Banking ETF | Com | $158.7k | <0.1% | 2,120 |  | Reduced −95 |
| [Xylem Inc (XYL)](/companies/xyl.md) | Com | $157.5k | <0.1% | 1,332 |  | Added +8 |
| [GE Vernova Inc (GEV)](/companies/gev.md) | Com | $157.4k | <0.1% | 134 |  | Added +4 |
| MFS Intl Diversification A | Com | $157.1k | <0.1% | 5,269 |  | New +5,269 |
| [Textron Inc (TXT)](/companies/txt.md) | Com | $155.6k | <0.1% | 1,696 |  | New +1,696 |
| [Enbridge Inc (ENB)](/companies/enb.md) | Com | $154.3k | <0.1% | 2,846 |  | Unchanged |
| [Dominion Resources Inc (D)](/companies/d.md) | Com | $154.1k | <0.1% | 2,257 |  | Unchanged |
| [Tri-Contintental Corporation (TY)](/companies/ty.md) | Com | $152.6k | <0.1% | 4,434 |  | Unchanged |
| iShares 1-5 Year Invest Grade Corp Bond ETF | Com | $150.5k | <0.1% | 2,871 |  | Reduced −44 |
| First Trust Technology AlphaDEX ETF | Com | $150.3k | <0.1% | 692 |  | Unchanged |
| Global X Super Dividend ETF | Com | $149.5k | <0.1% | 6,115 |  | Unchanged |
| Vanguard Intermediate Term Bond ETF | Com | $147.0k | <0.1% | 1,916 |  | Reduced −45 |
| iShares Russell 1000 Growth Index ETF | Com | $145.5k | <0.1% | 1,172 |  | Added +879 |
| [Eversource Energy Com (ES)](/companies/es.md) | Com | $145.4k | <0.1% | 2,012 |  | Added +530 |
| iBonds December 2032 Corporate Term ETF | Com | $145.0k | <0.1% | 5,755 |  | Unchanged |
| [Sysco Corporation (SYY)](/companies/syy.md) | Com | $142.6k | <0.1% | 1,706 |  | Added +70 |
| Global X SuperDividend US ETF | Com | $139.2k | <0.1% | 7,305 |  | Unchanged |
| [Genuine Parts Co (GPC)](/companies/gpc.md) | Com | $138.6k | <0.1% | 1,175 |  | Unchanged |
| Invesco S&P 500 High Div Low Volatility ETF | Com | $130.4k | <0.1% | 2,565 |  | Unchanged |
| STATE STREET SPDR S&P INT DIV ETF | Com | $125.7k | <0.1% | 2,735 |  | Unchanged |
| [Toronto Dominion Bank (TD)](/companies/td.md) | Com | $123.9k | <0.1% | 1,020 |  | Unchanged |
| [Applied Materials Inc (AMAT)](/companies/amat.md) | Com | $123.6k | <0.1% | 171 |  | Unchanged |
| [Novartis A G (ADR) (NVS)](/companies/nvs.md) | Com | $123.2k | <0.1% | 786 |  | Unchanged |
| [Penguin Solutions Inc (PENG)](/companies/peng.md) | Com | $121.6k | <0.1% | 1,600 |  | Unchanged |
| [Shell PLC Spon ADS (SHEL)](/companies/shel.md) | Com | $121.6k | <0.1% | 1,568 |  | Unchanged |
| Vanguard Small-Cap Index Fund ETF | Com | $120.6k | <0.1% | 398 |  | Added +29 |
| [Solstice Advanced Matls Inc (SOLS)](/companies/sols.md) | Com | $120.0k | <0.1% | 1,354 |  | Reduced −51 |
| [Yum! Brands Inc (YUM)](/companies/yum.md) | Com | $119.4k | <0.1% | 747 |  | Unchanged |
| Defiance Space and Connective Tech ETF | Com | $118.8k | <0.1% | 1,250 |  | Unchanged |
| [Mondelez International Inc (MDLZ)](/companies/mdlz.md) | Com | $118.5k | <0.1% | 2,049 |  | Unchanged |
| [Netflix Inc (NFLX)](/companies/nflx.md) | Com | $117.1k | <0.1% | 1,640 |  | Reduced −200 |
| [Shopify Inc Cl A (SHOP)](/companies/shop.md) | Com | $114.2k | <0.1% | 1,000 |  | Unchanged |
| [Schwab Charles Corp (SCHW)](/companies/schw.md) | Com | $112.7k | <0.1% | 1,221 |  | Added +46 |
| [SPDR Gold Trust ETF (GLD)](/companies/gld.md) | Com | $111.3k | <0.1% | 302 |  | Unchanged |
| [American Electric Power Company Inc (AEP)](/companies/aep.md) | Com | $111.2k | <0.1% | 813 |  | Unchanged |
| Schwab US Large-Cap Value ETF | Com | $110.9k | <0.1% | 3,186 |  | Unchanged |
| Royal Carribean Cruises Ltd ADR | Com | $110.5k | <0.1% | 348 |  | Unchanged |
| iBonds December 2031 Term Muni Bond ETF | Com | $109.7k | <0.1% | 4,250 |  | Unchanged |
| Invesco High Yield Equity Div Achievers ETF | Com | $108.7k | <0.1% | 4,690 |  | Unchanged |
| [Canadian Pacific Kansas City (CP)](/companies/cp.md) | Com | $108.3k | <0.1% | 1,250 |  | Unchanged |
| [Metlife Inc (MET)](/companies/met.md) | Com | $108.3k | <0.1% | 1,280 |  | Reduced −30 |
| Invesco S&P 500 Top 50 ETF | Com | $107.2k | <0.1% | 1,750 |  | Unchanged |
| [Comcast Corporation (CMCSA)](/companies/cmcsa.md) | Com | $106.2k | <0.1% | 4,325 |  | Reduced −465 |
| [American Express Company (AXP)](/companies/axp.md) | Com | $105.5k | <0.1% | 312 |  | Unchanged |
| Dimensional Trust World Equity ETF | Com | $104.7k | <0.1% | 1,265 |  | Unchanged |
| iShares Intermediate Muni Income Active ETF | Com | $104.3k | <0.1% | 4,300 |  | Unchanged |
| [Ishares Gold Trust New ETF (IAU)](/companies/iau.md) | Com | $101.9k | <0.1% | 1,350 |  | Unchanged |
| [Fastenal Co (FAST)](/companies/fast.md) | Com | $98.5k | <0.1% | 2,050 |  | Unchanged |
| [Otter Tail Corp (OTTR)](/companies/ottr.md) | Com | $98.3k | <0.1% | 1,092 |  | Unchanged |
| Trane Technologies Plc ADR | Com | $98.2k | <0.1% | 200 |  | Unchanged |
| Linde Plc | Com | $97.6k | <0.1% | 188 |  | Unchanged |
| iShares Core Short-Term USD Bond ETF | Com | $96.8k | <0.1% | 2,007 |  | Unchanged |
| iShares Core S&P Total | Com | $96.8k | <0.1% | 589 |  | Added +59 |
| iShares Semiconductor ETF | Com | $96.1k | <0.1% | 150 |  | Unchanged |
| [Intuit Inc (INTU)](/companies/intu.md) | Com | $95.3k | <0.1% | 365 |  | Unchanged |
| [Moody's Corp (MCO)](/companies/mco.md) | Com | $95.1k | <0.1% | 210 |  | Unchanged |
| [Essential Utils Inc (WTRG)](/companies/wtrg.md) | Com | $94.7k | <0.1% | 2,473 |  | Unchanged |
| First Tr Exchange-traded Fd Dj Internt Idx | Com | $94.2k | <0.1% | 356 |  | Unchanged |
| [General Dynamics Corporation (GD)](/companies/gd.md) | Com | $94.2k | <0.1% | 266 |  | Unchanged |
| [United Parcel Service Inc (UPS)](/companies/ups.md) | Com | $92.2k | <0.1% | 858 |  | Unchanged |
| State Street SPDR S&P Insurance ETF | Com | $92.1k | <0.1% | 1,510 |  | Reduced −130 |
| [Parker-Hannifin Corp (PH)](/companies/ph.md) | Com | $91.9k | <0.1% | 94 |  | Unchanged |
| [General Electric Co New (GE)](/companies/ge.md) | Com | $90.4k | <0.1% | 242 |  | Unchanged |
| First Tr ETF Alpha Com Shs | Com | $87.4k | <0.1% | 451 |  | Unchanged |
| [Comfort Sys USA Inc (FIX)](/companies/fix.md) | Com | $85.2k | <0.1% | 43 |  | Reduced −5 |
| Dimensional U.S. Equity Market ETF | Com | $84.7k | <0.1% | 1,034 |  | Unchanged |
| Chubb Limited | Com | $84.5k | <0.1% | 248 |  | Reduced −50 |
| State Street SPDR Portfolio Short Term Corpor | Com | $81.3k | <0.1% | 2,710 |  | Reduced −1,434 |
| [Rocket Lab Corp (RKLB)](/companies/rklb.md) | Com | $81.3k | <0.1% | 800 |  | Unchanged |
| [Darden Restaurants Inc (DRI)](/companies/dri.md) | Com | $80.3k | <0.1% | 390 |  | Reduced −10 |
| Astrazeneca Plc ADR | Com | $79.3k | <0.1% | 418 |  | Reduced −32 |
| [Scotts Miracle-Gro Co (SMG)](/companies/smg.md) | Com | $78.9k | <0.1% | 1,158 |  | Unchanged |
| [DT Midstream Inc (DTM)](/companies/dtm.md) | Com | $78.2k | <0.1% | 533 |  | Unchanged |
| [Analog Devices Inc (ADI)](/companies/adi.md) | Com | $77.1k | <0.1% | 194 |  | Unchanged |
| Vanguard FTSE Emerging Markets ETF | Com | $76.9k | <0.1% | 1,289 |  | Reduced −201 |
| Schwab Strategic Intermediate Term US Treasur | Com | $72.2k | <0.1% | 2,927 |  | Added +240 |
| Global X Super Dividend REIT ETF | Com | $72.1k | <0.1% | 3,180 |  | Unchanged |
| [First Solar Inc (FSLR)](/companies/fslr.md) | Com | $70.8k | <0.1% | 300 |  | Unchanged |
| [Ecolab Inc (ECL)](/companies/ecl.md) | Com | $69.9k | <0.1% | 251 |  | Unchanged |
| [Keycorp New (KEY)](/companies/key.md) | Com | $68.4k | <0.1% | 2,966 |  | Unchanged |
| [Blackstone Inc (BX)](/companies/bx.md) | Com | $67.5k | <0.1% | 574 |  | Unchanged |
| Global X Autonomous & Electric Vehicles ETF | Com | $67.5k | <0.1% | 1,750 |  | Unchanged |
| [Progressive Corp Ohio Com (PGR)](/companies/pgr.md) | Com | $66.2k | <0.1% | 303 |  | Unchanged |
| [Labcorp Holdings Inc (LH)](/companies/lh.md) | Com | $64.4k | <0.1% | 230 |  | Reduced −22 |
| [Firstenergy Corp (FE)](/companies/fe.md) | Com | $63.4k | <0.1% | 1,333 |  | Unchanged |
| [Huntington Bancshares Inc (HBAN)](/companies/hban.md) | Com | $62.9k | <0.1% | 3,550 |  | Unchanged |
| iShares NASDAQ Biotechnology Index ETF | Com | $62.8k | <0.1% | 330 |  | Unchanged |
| [Realty Income Corp (O)](/companies/o.md) | Com | $62.6k | <0.1% | 1,011 |  | Reduced −129 |
| [Royal Bank of Canada ADR (RY)](/companies/ry.md) | Com | $62.5k | <0.1% | 302 |  | Unchanged |
| First Trust Final Alphadex ETF II | Com | $62.5k | <0.1% | 1,000 |  | Unchanged |
| [F5 Networks Inc (FFIV)](/companies/ffiv.md) | Com | $62.4k | <0.1% | 150 |  | Unchanged |
| Invesco BulletShares 2030 Corp Bond ETF | Com | $61.4k | <0.1% | 3,690 |  | Reduced −1,650 |
| [Autozone Inc (AZO)](/companies/azo.md) | Com | $60.7k | <0.1% | 19 |  | Unchanged |
| [Qnity Electronics Inc (Q)](/companies/q.md) | Com | $60.6k | <0.1% | 371 |  | Unchanged |
| Vanguard Scottsdale Fds vng Rus1000val | Com | $60.1k | <0.1% | 565 |  | Unchanged |
| Vanguard Healthcare Index ETF | Com | $59.8k | <0.1% | 200 |  | Added +175 |
| [Space Exploration Techn Corp Class A (SPCX)](/companies/spcx.md) | Com | $59.8k | <0.1% | 350 |  | New +350 |
| State Street SPDR S&P Dividend ETF | Com | $58.9k | <0.1% | 387 |  | Added +60 |
| [Northrop Grumman Corporation (NOC)](/companies/noc.md) | Com | $58.6k | <0.1% | 115 |  | Unchanged |
| Ark Tr Next Gnrtn Inter ETF | Com | $57.9k | <0.1% | 400 |  | Unchanged |
| [Boeing Company (BA)](/companies/ba.md) | Com | $57.8k | <0.1% | 267 |  | Reduced −100 |
| Pacer Fds Tr US Cash Cows 100 ETF | Com | $57.6k | <0.1% | 926 |  | Unchanged |
| Invesco BuyBack Achievers ETF | Com | $56.7k | <0.1% | 400 |  | Unchanged |
| [Lincoln National Corp (LNC)](/companies/lnc.md) | Com | $56.6k | <0.1% | 1,600 |  | Reduced −138 |
| [Amkor Technology Inc (AMKR)](/companies/amkr.md) | Com | $56.0k | <0.1% | 650 |  | Added +80 |
| [Colgate Palmolive Company (CL)](/companies/cl.md) | Com | $56.0k | <0.1% | 611 |  | Unchanged |
| Vanguard Financials ETF | Com | $55.9k | <0.1% | 425 |  | Reduced −50 |
| [ST STREET SPDR DOW JONES IND AVG ETF TRUST (DIA)](/companies/dia.md) | Com | $55.4k | <0.1% | 106 |  | Unchanged |
| First Trust Value Line Dividend Index ETF | Com | $54.5k | <0.1% | 1,131 |  | Reduced −326 |
| iShares Russell Mid-Cap ETF | Com | $53.5k | <0.1% | 485 |  | Reduced −40 |
| Wisdomtree Tr US High Dividend Fund ETF | Com | $53.3k | <0.1% | 469 |  | Unchanged |
| iShares S&P 500 Value ETF | Com | $53.1k | <0.1% | 234 |  | Reduced −536 |
| Bunge Global SA | Com | $53.0k | <0.1% | 500 |  | Unchanged |
| [Idexx Labs Inc (IDXX)](/companies/idxx.md) | Com | $52.6k | <0.1% | 100 |  | Unchanged |
| [Associated Banc Corp (ASB)](/companies/asb.md) | Com | $52.3k | <0.1% | 1,700 |  | Unchanged |
| F/M Opportunistic Income ETF | Com | $51.3k | <0.1% | 1,000 |  | Unchanged |
| BondBloxx BB Rated HY Corp Bond ETF | Com | $51.2k | <0.1% | 1,250 |  | Unchanged |
| [iShares Silver Trust ETF (SLV)](/companies/slv.md) | Com | $50.8k | <0.1% | 950 |  | Unchanged |
| [Uber Technologies Inc (UBER)](/companies/uber.md) | Com | $50.5k | <0.1% | 700 |  | Unchanged |
| Vanguard Index Large Cap ETF | Com | $50.2k | <0.1% | 146 |  | Added +36 |
| [Prudential Financial Inc (PRU)](/companies/pru.md) | Com | $50.2k | <0.1% | 465 |  | Reduced −177 |
| First Tr II Nasdaq Cyb ETF | Com | $49.9k | <0.1% | 555 |  | Unchanged |
| [Ford Motor Company (F)](/companies/f.md) | Com | $49.6k | <0.1% | 3,570 |  | Unchanged |
| [Stryker Corporation (SYK)](/companies/syk.md) | Com | $49.4k | <0.1% | 157 |  | Unchanged |
| First Trust Morningstar Div Leaders ETF | Com | $48.7k | <0.1% | 1,000 |  | Reduced −2,550 |
| [Nucor Corp (NUE)](/companies/nue.md) | Com | $48.3k | <0.1% | 217 |  | Unchanged |
| [Phillips 66 (PSX)](/companies/psx.md) | Com | $48.2k | <0.1% | 285 |  | Unchanged |
| Vanguard Long-Term Goverment Fund | Com | $48.0k | <0.1% | 870 |  | Unchanged |
| LyondellBasell Industries NV | Com | $47.6k | <0.1% | 905 |  | Unchanged |
| Alerian Master Limited Partnership ETF | Com | $46.7k | <0.1% | 900 |  | Added +100 |
| [Canadian Imperial Bank Of Commerce ADR (CM)](/companies/cm.md) | Com | $46.0k | <0.1% | 400 |  | Unchanged |
| [Archer Daniels Midland Company (ADM)](/companies/adm.md) | Com | $45.8k | <0.1% | 600 |  | Unchanged |
| [Old Rep Intl Corp (ORI)](/companies/ori.md) | Com | $45.7k | <0.1% | 1,116 |  | Unchanged |
| Invesco Nasdaq 100 ETF | Com | $45.4k | <0.1% | 150 |  | Unchanged |
| ROBO Global Robotics & Automation Index ETF | Com | $45.3k | <0.1% | 529 |  | Unchanged |
| Grant Park Multi Alternative Strats I | Com | $44.5k | <0.1% | 3,752 |  | New +3,752 |
| iShares Core MSCI EAFE ETF | Com | $44.4k | <0.1% | 460 |  | Added +32 |
| [Vertiv Holdings Co Class A (VRT)](/companies/vrt.md) | Com | $44.2k | <0.1% | 132 |  | Added +43 |
| [McKesson Corporation (MCK)](/companies/mck.md) | Com | $43.8k | <0.1% | 58 |  | Unchanged |
| [Fedex Freight Holding Co Inc (FDXF)](/companies/fdxf.md) | Com | $43.5k | <0.1% | 288 |  | New +288 |
| First Trust Health Care AlphaDEX ETF | Com | $43.2k | <0.1% | 353 |  | Unchanged |
| Warner Bros Discovery Inc Series A | Com | $42.9k | <0.1% | 1,608 |  | Reduced −55 |
| STATE STREET IG PUBLIC & PRIVATE CREDIT ETF | Com | $42.8k | <0.1% | 1,700 |  | Unchanged |
| [Stanley Black & Decker Inc (SWK)](/companies/swk.md) | Com | $42.7k | <0.1% | 454 |  | Unchanged |
| Harrison Street Real Estate I | Com | $42.7k | <0.1% | 1,816 |  | Unchanged |
| [PPG Industries Inc (PPG)](/companies/ppg.md) | Com | $42.6k | <0.1% | 351 |  | Unchanged |
| [Salesforce Inc (CRM)](/companies/crm.md) | Com | $42.5k | <0.1% | 271 |  | Unchanged |
| [Gilead Sciences Inc (GILD)](/companies/gild.md) | Com | $42.5k | <0.1% | 336 |  | Reduced −52 |
| [Digital Rlty Tr Inc (DLR)](/companies/dlr.md) | Com | $42.2k | <0.1% | 235 |  | Unchanged |
| [New Jersey Res Corp (NJR)](/companies/njr.md) | Com | $41.9k | <0.1% | 748 |  | Unchanged |
| [Exelon Corporation (EXC)](/companies/exc.md) | Com | $41.6k | <0.1% | 893 |  | Unchanged |
| [Liberty All-Star Equity (USA)](/companies/usa.md) | Com | $41.5k | <0.1% | 7,142 |  | Unchanged |
| [Veralto Corp (VLTO)](/companies/vlto.md) | Com | $41.3k | <0.1% | 466 |  | Reduced −2 |
| [Xcel Energy Inc (XEL)](/companies/xel.md) | Com | $40.5k | <0.1% | 504 |  | Unchanged |
| iShares S&P NA Natural Resources ETF | Com | $40.5k | <0.1% | 720 |  | Unchanged |
| [Manulife Financial Corporation (MFC)](/companies/mfc.md) | Com | $40.4k | <0.1% | 998 |  | Unchanged |
| Vanguard Total International Bond ETF | Com | $40.0k | <0.1% | 825 |  | Reduced −403 |
| BondBloxx Private Credit CLO ETF | Com | $39.9k | <0.1% | 800 |  | Unchanged |
| Harrison Str Real Assets Fd | Com | $39.2k | <0.1% | 1,348 |  | Reduced −1,352 |
| [GSK PLC ADR (GSK)](/companies/gsk.md) | Com | $38.8k | <0.1% | 740 |  | Unchanged |
| Schwab International Small-Cap ETF | Com | $38.8k | <0.1% | 806 |  | New +806 |
| [One Gas Inc (OGS)](/companies/ogs.md) | Com | $38.5k | <0.1% | 500 |  | Unchanged |
| [General Mills Inc (GIS)](/companies/gis.md) | Com | $38.5k | <0.1% | 1,107 |  | Reduced −53 |
| [General Mtrs Co (GM)](/companies/gm.md) | Com | $37.9k | <0.1% | 492 |  | Unchanged |
| [Corteva Inc Com (CTVA)](/companies/ctva.md) | Com | $37.4k | <0.1% | 442 |  | Reduced −57 |
| Vanguard Index Fds Mcap | Com | $36.8k | <0.1% | 186 |  | Unchanged |
| [Solventum Corp (SOLV)](/companies/solv.md) | Com | $36.6k | <0.1% | 475 |  | Unchanged |
| Global X Artifical Intelligence & Technology | Com | $36.1k | <0.1% | 550 |  | Unchanged |
| [Townsquare Media Inc (TSQ)](/companies/tsq.md) | Com | $36.1k | <0.1% | 5,100 |  | Unchanged |
| [DNP Select Income Fund (DNP)](/companies/dnp.md) | Com | $36.0k | <0.1% | 3,338 |  | Unchanged |
| [Crowdstrike Hldgs Inc Class A (CRWD)](/companies/crwd.md) | Com | $35.9k | <0.1% | 47 |  | Added +4 |
| ST STR SPDR S&P KENSHO NEW ECO COMP ETF | Com | $35.8k | <0.1% | 500 |  | Unchanged |
| [Kroger Co (KR)](/companies/kr.md) | Com | $35.1k | <0.1% | 632 |  | Unchanged |
| Invesco Ltd | Com | $35.0k | <0.1% | 1,325 |  | Unchanged |
| [NBT Bancorp Inc (NBTB)](/companies/nbtb.md) | Com | $34.7k | <0.1% | 702 |  | Unchanged |
| First Trust Dorsey Wright Focus 5 ETF | Com | $34.3k | <0.1% | 452 |  | Unchanged |
| iShares Russell Mid-Cap Value Index ETF | Com | $34.2k | <0.1% | 208 |  | Unchanged |
| iShares Barclays 3-7 Year Bond | Com | $34.1k | <0.1% | 290 |  | Reduced −471 |
| [Palantir Technologies Inc Class A (PLTR)](/companies/pltr.md) | Com | $33.6k | <0.1% | 288 |  | Added +98 |
| [Dupont De Nemours Inc (DD)](/companies/dd.md) | Com | $33.4k | <0.1% | 246 |  | New +246 |
| [RPM International Inc (RPM)](/companies/rpm.md) | Com | $33.3k | <0.1% | 300 |  | Unchanged |
| [Enterprise Prods Partnership LP (EPD)](/companies/epd.md) | Com | $33.1k | <0.1% | 900 |  | Unchanged |
| [Everus Constr Group (ECG)](/companies/ecg.md) | Com | $32.2k | <0.1% | 194 |  | Unchanged |
| ASML Holding NV NY Registry Shs | Com | $31.8k | <0.1% | 16 |  | Added +10 |
| [Allegiant Travel Company (ALGT)](/companies/algt.md) | Com | $31.8k | <0.1% | 270 |  | Unchanged |
| [BP PLC (ADR) (BP)](/companies/bp.md) | Com | $31.6k | <0.1% | 855 |  | Unchanged |
| Ishares Tr MSCI Intl Vlu ETF | Com | $31.4k | <0.1% | 750 |  | Unchanged |
| Bank of America 7.25 Seriers L Preferred | Pfd Stk | $31.4k | <0.1% | 25 |  | Unchanged |
| State Street SPDR S&P Semiconductor ETF | Com | $31.2k | <0.1% | 50 |  | Unchanged |
| [Dollar Tree Inc (DLTR)](/companies/dltr.md) | Com | $30.2k | <0.1% | 250 |  | Unchanged |
| [Quicklogic Corp New (QUIK)](/companies/quik.md) | Com | $30.0k | <0.1% | 1,500 |  | Reduced −1,000 |
| Tr For Professional Manager Activepassive US | Com | $29.9k | <0.1% | 648 |  | New +648 |
| Schwab Strategic Tr 1000 Index ETF | Com | $29.8k | <0.1% | 826 |  | Unchanged |
| [Palo Alto Networks Inc (PANW)](/companies/panw.md) | Com | $29.0k | <0.1% | 85 |  | Added +20 |
| Nuveen S&P 500 Dynamic Overwri | Com | $28.9k | <0.1% | 1,548 |  | Reduced −2 |
| Invesco Exchange Traded Fd Tr ETF | Com | $28.5k | <0.1% | 250 |  | Unchanged |
| ST STR SPDR S&P 400 MID CAP VALUE ETF | Com | $28.5k | <0.1% | 300 |  | Unchanged |
| [State Street Corporation (STT)](/companies/stt.md) | Com | $28.3k | <0.1% | 167 |  | Unchanged |
| [Zscaler Inc (ZS)](/companies/zs.md) | Com | $28.2k | <0.1% | 200 |  | Unchanged |
| [Star Gas Partners LP (SGU)](/companies/sgu.md) | Com | $28.0k | <0.1% | 2,182 |  | Unchanged |
| [Sempra Energy (SRE)](/companies/sre.md) | Com | $27.8k | <0.1% | 300 |  | Unchanged |
| ARK Autonomous Technology & Robotics ETF | Com | $27.8k | <0.1% | 210 |  | Unchanged |
| [ROKU Inc (ROKU)](/companies/roku.md) | Com | $27.6k | <0.1% | 200 |  | Reduced −50 |
| SS SPDR PORT EUR ETF | Com | $27.4k | <0.1% | 500 |  | Unchanged |
| Carnival Corp Ltd | Com | $27.1k | <0.1% | 950 |  | New +950 |
| [American Wtr Wks Co Inc New (AWK)](/companies/awk.md) | Com | $27.1k | <0.1% | 206 |  | Unchanged |
| iShares Cor SP US Growth ETF | Com | $27.1k | <0.1% | 144 |  | Unchanged |
| DimensionalTrust US Large Cap Vec ETF | Com | $26.7k | <0.1% | 325 |  | Unchanged |
| iShares JPMorgan Emerging Markets Bond ETF | Com | $26.7k | <0.1% | 277 |  | New +277 |
| Vanguard Long-Term Bond ETF | Com | $26.5k | <0.1% | 385 |  | Unchanged |
| Schwab Strategic Tr US Lcap Gr ETF | Com | $26.2k | <0.1% | 774 |  | Unchanged |
| [Bank N S Halifax ADR (BNS)](/companies/bns.md) | Com | $26.1k | <0.1% | 300 |  | Unchanged |
| Vanguard Mega Cap Growth ETF | Com | $25.0k | <0.1% | 284 |  | Added +249 |
| iBonds December 2032 Treasury Bond ETF | Com | $25.0k | <0.1% | 1,100 |  | Unchanged |
| iShares US Small Cap Value ETF | Com | $23.8k | <0.1% | 570 |  | Unchanged |
| [Motorola Solutions Inc Com New (MSI)](/companies/msi.md) | Com | $23.7k | <0.1% | 57 |  | Unchanged |
| ARK Venture D | Com | $23.6k | <0.1% | 404 |  | New +404 |
| iBonds December 2031 Treasury Bond ETF | Com | $23.2k | <0.1% | 1,150 |  | Unchanged |
| Electronic Arts Inc Com | Com | $22.6k | <0.1% | 110 |  | Unchanged |
| [J M Smucker Company (SJM)](/companies/sjm.md) | Com | $22.5k | <0.1% | 200 |  | Unchanged |
| [Elevance Health INC (ELV)](/companies/elv.md) | Com | $22.4k | <0.1% | 58 |  | Unchanged |
| [Illinois Tool Works Inc (ITW)](/companies/itw.md) | Com | $22.2k | <0.1% | 82 |  | Reduced −110 |
| iShares Russell 2000 Value Index ETF | Com | $22.1k | <0.1% | 100 |  | Unchanged |
| iShares MSCI USA Minimum Volatility ETF | Com | $21.7k | <0.1% | 225 |  | Reduced −195 |
| iShares Intermediate Credit Bond ETF | Com | $21.6k | <0.1% | 406 |  | Unchanged |
| Blackrock Global Opp Eqty Tr | Com | $21.3k | <0.1% | 1,760 |  | Unchanged |
| [Entergy Corporation (ETR)](/companies/etr.md) | Com | $20.7k | <0.1% | 180 |  | Unchanged |
| [Dow Inc (DOW)](/companies/dow.md) | Com | $20.6k | <0.1% | 753 |  | Unchanged |
| Ishares Tr Blackrock Ultra | Com | $20.4k | <0.1% | 404 |  | Unchanged |
| [Weyerhaeuser Co (WY)](/companies/wy.md) | Com | $20.4k | <0.1% | 852 |  | Unchanged |
| Flextronics International Ltd | Com | $20.3k | <0.1% | 125 |  | Unchanged |
| [Coeur Mng Inc New (CDE)](/companies/cde.md) | Com | $20.2k | <0.1% | 1,239 |  | Reduced −1 |
| [Hormel Foods Corp (HRL)](/companies/hrl.md) | Com | $19.9k | <0.1% | 800 |  | Unchanged |
| Ishares Tr Core S&P U S Value ETF | Com | $19.8k | <0.1% | 180 |  | Unchanged |
| [Variant Alternative Income Fd Instl (NICHX)](/companies/nichx.md) | Com | $19.8k | <0.1% | 766 |  | Unchanged |
| Vanguard Utilities ETF | Com | $19.6k | <0.1% | 100 |  | Unchanged |
| iShares Morningstar Mid Cap Value ETF | Com | $18.7k | <0.1% | 205 |  | Unchanged |
| [Newmont Mining Corp (NEM)](/companies/nem.md) | Com | $18.7k | <0.1% | 200 |  | Unchanged |
| ST STR SPDR S&P OIL & GAS EXP & PROD ETF | Com | $18.4k | <0.1% | 119 |  | Unchanged |
| [Olin Corporation (OLN)](/companies/oln.md) | Com | $18.0k | <0.1% | 908 |  | Unchanged |
| [UDR Inc (UDR)](/companies/udr.md) | Com | $17.7k | <0.1% | 444 |  | Unchanged |
| State Street Real Estate Sel Sector SPDR E | Com | $17.2k | <0.1% | 390 |  | Unchanged |
| [American International Group Inc (AIG)](/companies/aig.md) | Com | $16.9k | <0.1% | 227 |  | Unchanged |
| [Blackrock Ltd Duration Inc Etf Com Shs (BLW)](/companies/blw.md) | Com | $16.9k | <0.1% | 1,350 |  | Unchanged |
| [Healthpeak Properties Inc (DOC)](/companies/doc.md) | Com | $16.7k | <0.1% | 780 |  | Unchanged |
| SPDR Index Shs Fds DJ Glb Real Estate ETF | Com | $16.5k | <0.1% | 332 |  | New +332 |
| [Scholar Rock Holding Corp (SRRK)](/companies/srrk.md) | Com | $16.5k | <0.1% | 300 |  | Unchanged |
| [MDU Resources Group Inc (MDU)](/companies/mdu.md) | Com | $16.5k | <0.1% | 777 |  | Unchanged |
| [Pulte Group Inc (PHM)](/companies/phm.md) | Com | $16.5k | <0.1% | 120 |  | Unchanged |
| Vanguard Short Term Treasury ETF | Com | $16.3k | <0.1% | 280 |  | Unchanged |
| [Innospec Inc Com (IOSP)](/companies/iosp.md) | Com | $16.3k | <0.1% | 200 |  | Unchanged |
| [Knife Riv Hldg Co (KNF)](/companies/knf.md) | Com | $16.2k | <0.1% | 194 |  | Unchanged |
| [ImmunityBio Inc (IBRX)](/companies/ibrx.md) | Com | $15.8k | <0.1% | 1,800 |  | Added +800 |
| [Lam Research Corp New (LRCX)](/companies/lrcx.md) | Com | $15.6k | <0.1% | 36 |  | Unchanged |
| [McCormick & Company Inc (MKC)](/companies/mkc.md) | Com | $15.1k | <0.1% | 300 |  | Unchanged |
| [Otis Worldwide Corp (OTIS)](/companies/otis.md) | Com | $15.0k | <0.1% | 210 |  | Reduced −59 |
| American Centy ETF US Sml Cp Value | Com | $15.0k | <0.1% | 120 |  | Unchanged |
| [Avis Budget Group (CAR)](/companies/car.md) | Com | $14.8k | <0.1% | 100 |  | Unchanged |
| [J Hancock Pref Income Fd 111 (HPS)](/companies/hps.md) | Com | $14.5k | <0.1% | 1,000 |  | New +1,000 |
| [Ingersoll Rand Inc (IR)](/companies/ir.md) | Com | $14.4k | <0.1% | 176 |  | Unchanged |
| [Clorox Co (CLX)](/companies/clx.md) | Com | $14.3k | <0.1% | 150 |  | Unchanged |
| JPMorgan Equity Premium ETF | Com | $14.0k | <0.1% | 248 |  | Added +200 |
| [Fortive Corporation (FTV)](/companies/ftv.md) | Com | $13.9k | <0.1% | 228 |  | Unchanged |
| [Constellation Brands Inc (STZ)](/companies/stz.md) | Com | $13.9k | <0.1% | 100 |  | New +100 |
| Johnson Controls International Plc | Com | $13.9k | <0.1% | 95 |  | Unchanged |
| Blackrock ETF Ishares US Equity | Com | $13.9k | <0.1% | 204 |  | Unchanged |
| iShares Russell Midcap Growth ETF | Com | $13.8k | <0.1% | 94 |  | Unchanged |
| [Charles River Laboratories (CRL)](/companies/crl.md) | Com | $13.6k | <0.1% | 60 |  | Unchanged |
| [Globalstar Inc New (GSAT)](/companies/gsat.md) | Com | $13.5k | <0.1% | 166 |  | Unchanged |
| [Arm Holdings Plc ADR (ARM)](/companies/arm.md) | Com | $12.4k | <0.1% | 35 |  | Unchanged |
| Gabelli Dividend & Income Tr | Com | $12.3k | <0.1% | 419 |  | Unchanged |
| [Graphic Packing Holding Company (GPK)](/companies/gpk.md) | Com | $12.3k | <0.1% | 1,165 |  | Unchanged |
| J P Morgan ETF Nasdaq Equity Prem Income | Com | $12.3k | <0.1% | 200 |  | New +200 |
| Ishares Tr MSCI Intl Quality ETF | Com | $12.1k | <0.1% | 245 |  | New +245 |
| Ishares Tr S&P 100 ETF | Com | $12.1k | <0.1% | 33 |  | Unchanged |
| [Autodesk Inc (ADSK)](/companies/adsk.md) | Com | $12.1k | <0.1% | 62 |  | Unchanged |
| Tr For Professional Manager Activepassive Eq | Com | $12.0k | <0.1% | 310 |  | New +310 |
| Nuveen Amt-Free Mun Income F | Com | $11.9k | <0.1% | 1,015 |  | Unchanged |
| Invesco Dynamic Pharmaceuticals ETF | Com | $11.8k | <0.1% | 100 |  | Unchanged |
| Vanguard Admiral Fds Inc Midcp 400 Grw ETF | Com | $11.7k | <0.1% | 80 |  | Unchanged |
| [EQT Corporation (EQT)](/companies/eqt.md) | Com | $11.3k | <0.1% | 213 |  | Unchanged |
| [Mannkind Corp New (MNKD)](/companies/mnkd.md) | Com | $11.3k | <0.1% | 2,648 |  | New +2,648 |
| Schwab Strategic Tr Crypto Thematic ETF | Com | $10.9k | <0.1% | 156 |  | Unchanged |
| Invesco NASDASQ Next Gen 100 ETF | Com | $10.9k | <0.1% | 240 |  | Unchanged |
| Global X Funds Global X Hydrogen ETF | Com | $10.6k | <0.1% | 200 |  | Unchanged |
| [Regions Financial Corp (RF)](/companies/rf.md) | Com | $10.6k | <0.1% | 350 |  | Unchanged |
| Innovator Trust US Eqty Bufr Feb ETF | Com | $10.5k | <0.1% | 200 |  | New +200 |
| Tr For Professional Manager Activepassive Mn | Com | $10.3k | <0.1% | 410 |  | New +410 |
| Fidelity Merrimack Str Tr Total Bd Etf | Com | $10.2k | <0.1% | 225 |  | Reduced −314 |
| Teva Pharmaceutical Inds Ltdadr | Com | $10.2k | <0.1% | 300 |  | Unchanged |
| JPMorgan Ultra-Short Income ETF | Com | $10.1k | <0.1% | 200 |  | New +200 |
| [Crown Castle Inc (CCI)](/companies/cci.md) | Com | $10.0k | <0.1% | 132 |  | Reduced −110 |
| Liberty Global Ltd Class C | Com | $9.9k | <0.1% | 900 |  | Unchanged |
| iShares Core Long-Term USD Bond ETF | Com | $9.5k | <0.1% | 193 |  | Unchanged |
| ST STR SPDR S&P BIOTECH ETF | Com | $9.5k | <0.1% | 60 |  | Unchanged |
| [Hannon Armstrong Sust Infr Cap (HASI)](/companies/hasi.md) | Com | $9.4k | <0.1% | 240 |  | Unchanged |
| Ishares Tr Shrt Nat Mun ETF | Com | $9.4k | <0.1% | 88 |  | Added +49 |
| [Lamb Weston Holdings Inc (LW)](/companies/lw.md) | Com | $9.3k | <0.1% | 216 |  | Unchanged |
| [Kraft Heinz Co (KHC)](/companies/khc.md) | Com | $9.1k | <0.1% | 384 |  | Unchanged |
| [Kla Corp New (KLAC)](/companies/klac.md) | Com | $9.1k | <0.1% | 30 |  | New +30 |
| [Hewlett Packard Enterprise Co (HPE)](/companies/hpe.md) | Com | $9.0k | <0.1% | 200 |  | Unchanged |
| Schwab Fundamental US Large Company ETF | Com | $8.9k | <0.1% | 286 |  | New +286 |
| [TFS Financial Corporation (TFSL)](/companies/tfsl.md) | Com | $8.9k | <0.1% | 500 |  | Unchanged |
| [Conagra Brands Inc. (CAG)](/companies/cag.md) | Com | $8.7k | <0.1% | 647 |  | Reduced −18 |
| [Boston Scientific Corp (BSX)](/companies/bsx.md) | Com | $8.5k | <0.1% | 200 |  | Reduced −850 |
| iShares 10 Year Credit Bond Fund ETF | Com | $8.5k | <0.1% | 170 |  | Unchanged |
| [Halliburton Company (HAL)](/companies/hal.md) | Com | $8.5k | <0.1% | 250 |  | Reduced −100 |
| State Street SPDR Dow Jones REIT ETF | Com | $8.5k | <0.1% | 75 |  | Unchanged |
| [Teucrium Commodity Wheat Fd New ETF (BTCK)](/companies/btck.md) | Com | $8.4k | <0.1% | 380 |  | Unchanged |
| Defiance Quantum ETF | Com | $8.3k | <0.1% | 50 |  | Unchanged |
| [Factset Resh Sys Inc (FDS)](/companies/fds.md) | Com | $8.1k | <0.1% | 35 |  | Unchanged |
| [Diageo PLC (ADR) (DEO)](/companies/deo.md) | Com | $8.0k | <0.1% | 100 |  | Unchanged |
| [Canadian Solar Inc (CSIQ)](/companies/csiq.md) | Com | $8.0k | <0.1% | 500 |  | Unchanged |
| Global X Lithium & Battery Tech ETF | Com | $7.8k | <0.1% | 100 |  | Unchanged |
| [Hecla Mng Co (HL)](/companies/hl.md) | Com | $7.7k | <0.1% | 500 |  | Unchanged |
| [Edison International (EIX)](/companies/eix.md) | Com | $7.4k | <0.1% | 100 |  | Unchanged |
| [Baxter International Inc (BAX)](/companies/bax.md) | Com | $7.2k | <0.1% | 338 |  | Unchanged |
| NXP Semiconductors NV | Com | $7.0k | <0.1% | 25 |  | Unchanged |
| [SLB Limited (SLB)](/companies/slb.md) | Com | $7.0k | <0.1% | 151 |  | Unchanged |
| [W W Grainger Inc (GWW)](/companies/gww.md) | Com | $6.8k | <0.1% | 5 |  | Unchanged |
| [Williams Cos Inc (WMB)](/companies/wmb.md) | Com | $6.7k | <0.1% | 90 |  | Reduced −1,500 |
| [Cigna Group (CI)](/companies/ci.md) | Com | $6.6k | <0.1% | 24 |  | Reduced −3 |
| iShares Trust iShares Core Universal USD Bond | Com | $6.6k | <0.1% | 143 |  | Unchanged |
| [Becton Dickinson & Co (BDX)](/companies/bdx.md) | Com | $6.5k | <0.1% | 43 |  | Unchanged |
| [Marsh (MRSH)](/companies/mrsh.md) | Com | $6.5k | <0.1% | 39 |  | Unchanged |
| [L3 Harris Technologies Inc (LHX)](/companies/lhx.md) | Com | $6.4k | <0.1% | 22 |  | Unchanged |
| [Jacobs Solutions Inc (J)](/companies/j.md) | Com | $6.3k | <0.1% | 50 |  | Unchanged |
| SS SPDR S&P N. A. Natural Resources ETF | Com | $6.3k | <0.1% | 83 |  | Unchanged |
| [Vertex Pharmaceuticals Inc (VRTX)](/companies/vrtx.md) | Com | $6.0k | <0.1% | 12 |  | Reduced −200 |
| [Welltower Inc (WELL)](/companies/well.md) | Com | $5.9k | <0.1% | 26 |  | Unchanged |
| [Viatris Inc (VTRS)](/companies/vtrs.md) | Com | $5.9k | <0.1% | 369 |  | Unchanged |
| [Toll Brothers Inc (TOL)](/companies/tol.md) | Com | $5.8k | <0.1% | 35 |  | Unchanged |
| [ETFS Gold Tr Physcl Gold Shs (SGOL)](/companies/sgol.md) | Com | $5.7k | <0.1% | 150 |  | New +150 |
| [ServiceNow Inc (NOW)](/companies/now.md) | Com | $5.7k | <0.1% | 57 |  | Added +42 |
| [Ralliant Corp (RAL)](/companies/ral.md) | Com | $5.6k | <0.1% | 76 |  | Unchanged |
| [Simon Property Group Inc (SPG)](/companies/spg.md) | Com | $5.6k | <0.1% | 25 |  | Unchanged |
| [Republic Svcs Inc Com (RSG)](/companies/rsg.md) | Com | $5.5k | <0.1% | 26 |  | Unchanged |
| [Tractor Supply Co (TSCO)](/companies/tsco.md) | Com | $5.5k | <0.1% | 175 |  | Unchanged |
| Vanguard Total World Stock ETF | Com | $5.5k | <0.1% | 35 |  | Unchanged |
| Ishares Tr MSCI Euro Fl ETF | Com | $5.5k | <0.1% | 140 |  | Unchanged |
| [Southwest Gas Holdings Inc (SWX)](/companies/swx.md) | Com | $5.3k | <0.1% | 60 |  | Unchanged |
| [PPL Corporation (PPL)](/companies/ppl.md) | Com | $5.3k | <0.1% | 145 |  | Unchanged |
| Ark Tr Innovation ETF | Com | $4.8k | <0.1% | 60 |  | Unchanged |
| [Omega Healthcare Investors Inc REIT (OHI)](/companies/ohi.md) | Com | $4.8k | <0.1% | 100 |  | Unchanged |
| [Aegon Ltd ADR (AEG)](/companies/aeg.md) | Com | $4.7k | <0.1% | 558 |  | Unchanged |
| Vanguard Scottsdale Mortgage-Backed ETF | Com | $4.7k | <0.1% | 100 |  | Unchanged |
| [Expedia Inc (EXPE)](/companies/expe.md) | Com | $4.6k | <0.1% | 18 |  | Unchanged |
| Fidelity Covington Trust Enhanced Large ETF | Com | $4.5k | <0.1% | 108 |  | Unchanged |
| [Wendys Co (WEN)](/companies/wen.md) | Com | $4.4k | <0.1% | 531 |  | Unchanged |
| [Hp Inc (HPQ)](/companies/hpq.md) | Com | $4.4k | <0.1% | 200 |  | Unchanged |
| [GE Healthcare Technologies Inc (GEHC)](/companies/gehc.md) | Com | $4.4k | <0.1% | 68 |  | Unchanged |
| [Usa Rare Earth Inc (USAR)](/companies/usar.md) | Com | $4.3k | <0.1% | 200 |  | Unchanged |
| Aon Plc Shs Cl A | Com | $4.3k | <0.1% | 13 |  | Unchanged |
| RBB Fd Inc US Treas 20yr Bd | Com | $4.3k | <0.1% | 100 |  | New +100 |
| [Veeva Sys Inc Class A (VEEV)](/companies/veev.md) | Com | $4.3k | <0.1% | 24 |  | New +24 |
| [Toyota Motor Corp Sp (ADR) Rep2 (TM)](/companies/tm.md) | Com | $4.2k | <0.1% | 25 |  | Reduced −179 |
| [Monolithic Pwr Sys Inc (MPWR)](/companies/mpwr.md) | Com | $4.1k | <0.1% | 3 |  | Unchanged |
| [Tyler Technologies Inc (TYL)](/companies/tyl.md) | Com | $4.1k | <0.1% | 14 |  | New +14 |
| [Estee Lauder Companies Inc (EL)](/companies/el.md) | Com | $3.9k | <0.1% | 50 |  | Reduced −61 |
| Invesco ETF Large Cap Value | Com | $3.7k | <0.1% | 49 |  | New +49 |
| [Keysight Technologies Inc (KEYS)](/companies/keys.md) | Com | $3.2k | <0.1% | 9 |  | Unchanged |
| Invesco ETF TR II S&P Intl Mmnt | Com | $3.1k | <0.1% | 52 |  | Unchanged |
| Doubleline Trust Commercial Real ETF | Com | $3.1k | <0.1% | 60 |  | New +60 |
| [iShares Bitcoin Trust ETF (IBIT)](/companies/ibit.md) | Com | $3.1k | <0.1% | 93 |  | Reduced −109 |
| [Geo Group Inc New (GEO)](/companies/geo.md) | Com | $3.0k | <0.1% | 100 |  | Unchanged |
| [Cleanspark Inc New (CLSK)](/companies/clsk.md) | Com | $2.9k | <0.1% | 200 |  | Unchanged |
| [S&P Global Inc Com (SPGI)](/companies/spgi.md) | Com | $2.9k | <0.1% | 7 |  | Unchanged |
| [Nasdaq Inc (NDAQ)](/companies/ndaq.md) | Com | $2.8k | <0.1% | 36 |  | Unchanged |
| [CoStar Group Inc (CSGP)](/companies/csgp.md) | Com | $2.8k | <0.1% | 100 |  | New +100 |
| [MSCI Inc Com (MSCI)](/companies/msci.md) | Com | $2.8k | <0.1% | 5 |  | Unchanged |
| [Xti Aerospace Inc New (XTIA)](/companies/xtia.md) | Com | $2.7k | <0.1% | 1,500 |  | New +1,500 |
| [Millrose Pptys Inc Class A (MRP)](/companies/mrp.md) | Com | $2.7k | <0.1% | 90 |  | Unchanged |
| RBB Fd Inc Motley Fol ETF | Com | $2.7k | <0.1% | 35 |  | New +35 |
| iShares S&P Global Energy Sector ETF | Com | $2.5k | <0.1% | 51 |  | Unchanged |
| [NEXTPOWER INC. (NXT)](/companies/nxt.md) | Com | $2.5k | <0.1% | 21 |  | Unchanged |
| [Zoetis Inc (ZTS)](/companies/zts.md) | Com | $2.4k | <0.1% | 34 |  | New +34 |
| Vaneck ETF Trust Mrngstr Wde Moat | Com | $2.2k | <0.1% | 21 |  | Added +5 |
| Lexaria Bioscience Corp | Com | $2.2k | <0.1% | 3,864 |  | New +3,864 |
| [Algonquin Pwr Utils Corp (AQN)](/companies/aqn.md) | Com | $2.2k | <0.1% | 367 |  | Unchanged |
| [Six Flags Entertainment Corp. (FUN)](/companies/fun.md) | Com | $2.1k | <0.1% | 100 |  | Unchanged |
| Spdr Ser Tr Spdr Bloomberg | Com | $2.1k | <0.1% | 23 |  | Unchanged |
| [Amentum Holdings Inc Com (AMTM)](/companies/amtm.md) | Com | $2.1k | <0.1% | 100 |  | Unchanged |
| [Flowers Foods Inc (FLO)](/companies/flo.md) | Com | $2.0k | <0.1% | 250 |  | Unchanged |
| [Chemours Co (CC)](/companies/cc.md) | Com | $1.9k | <0.1% | 92 |  | Unchanged |
| Noble Corp Plc Ord Shs A | Com | $1.9k | <0.1% | 35 |  | New +35 |
| [Waters Corp (WAT)](/companies/wat.md) | Com | $1.9k | <0.1% | 5 |  | Unchanged |
| [National Retail PPTYS INC COM (NNN)](/companies/nnn.md) | Com | $1.9k | <0.1% | 40 |  | New +40 |
| [Acrivon Therapeutics Inc (ACRV)](/companies/acrv.md) | Com | $1.9k | <0.1% | 1,044 |  | New +1,044 |
| Proshares Bitcoin Strategy ETF | Com | $1.6k | <0.1% | 206 |  | Unchanged |
| Invesco ETF S&P 500 Pur GWT | Com | $1.5k | <0.1% | 24 |  | New +24 |
| iShares 0-5 Yr High Yield Corporate Bond ETF | Com | $1.5k | <0.1% | 36 |  | Unchanged |
| Franklin Templeton Tr ETF | Com | $1.5k | <0.1% | 65 |  | Unchanged |
| J P Morgan ETF Small & Mid Cap | Com | $1.5k | <0.1% | 19 |  | Unchanged |
| [SiriusXM Holdings Inc (SIRI)](/companies/siri.md) | Com | $1.5k | <0.1% | 50 |  | Unchanged |
| [Bruker Corp (BRKR)](/companies/brkr.md) | Com | $1.4k | <0.1% | 24 |  | Unchanged |
| Goldman Sachs Etf Tr | Com | $1.4k | <0.1% | 10 |  | New +10 |
| Putnam ETF Trust Focused Large Cap | Com | $1.3k | <0.1% | 25 |  | Unchanged |
| Goldman Sachs Tr Activebeta Eme ETF | Com | $1.2k | <0.1% | 24 |  | New +24 |
| [Bluerock Pvt Real Estate Fd (BPRE)](/companies/bpre.md) | Com | $1.2k | <0.1% | 93 |  | New +93 |
| [Royal Gold Inc (RGLD)](/companies/rgld.md) | Com | $1.2k | <0.1% | 6 |  | New +6 |
| Goldman Sachs Tr Activebeta Int ETF | Com | $777 | <0.1% | 17 |  | New +17 |
| [The Hershey Company (HSY)](/companies/hsy.md) | Com | $702 | <0.1% | 4 |  | Unchanged |
| Goldman Sachs Tr Core Bond ETF | Com | $657 | <0.1% | 13 |  | New +13 |
| Goldman Sachs Tr Small Cap Equity ETF | Com | $623 | <0.1% | 9 |  | New +9 |
| [Vital Farms Inc (VITL)](/companies/vitl.md) | Com | $582 | <0.1% | 50 |  | Unchanged |
| [Organon & Co (OGN)](/companies/ogn.md) | Com | $515 | <0.1% | 38 |  | Reduced −6 |
| iShares Tr MSCI USA QLT | Com | $439 | <0.1% | 2 |  | New +2 |
| [Accuray Inc (ARAY)](/companies/aray.md) | Com | $387 | <0.1% | 1,500 |  | Unchanged |
| Spdr Ser Tr Portfolio Ln Tsr | Com | $341 | <0.1% | 13 |  | New +13 |
| Yandex N V Shs Class A | Com | $264 | <0.1% | 14 |  | Unchanged |
| [Versant Media Group Inc Class A (VSNT)](/companies/vsnt.md) | Com | $144 | <0.1% | 4 |  | Reduced −145 |
| [Quantum Computing Inc (QUBT)](/companies/qubt.md) | Com | $116 | <0.1% | 12 |  | Unchanged |
| [Sleep Number Corp (SNBRQ)](/companies/snbrq.md) | Com | $7 | <0.1% | 300 |  | 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| Accenture Plc Ireland | Com | $0 | 0.0% | 0 |  | Sold out −45 |
| [Advanced Energy Inds (AEIS)](/companies/aeis.md) | Com | $0 | 0.0% | 0 |  | Sold out −23 |
| Alcon Inc | Com | $0 | 0.0% | 0 |  | Sold out −43 |
| [American Healthcare Reit Inc (AHR)](/companies/ahr.md) | Com | $0 | 0.0% | 0 |  | Sold out −122 |
| [Antero Resources Corp (AR)](/companies/ar.md) | Com | $0 | 0.0% | 0 |  | Sold out −172 |
| [Appian Corp Class A (APPN)](/companies/appn.md) | Com | $0 | 0.0% | 0 |  | Sold out −300 |
| Ark Tr Genomic Revolution ETF | Com | $0 | 0.0% | 0 |  | Sold out −700 |
| [Atmos Energy Corp (ATO)](/companies/ato.md) | Com | $0 | 0.0% | 0 |  | Sold out −68 |
| [BCE Inc (ADR) (BCE)](/companies/bce.md) | Com | $0 | 0.0% | 0 |  | Sold out −158 |
| [Burlington Stores Inc (BURL)](/companies/burl.md) | Com | $0 | 0.0% | 0 |  | Sold out −18 |
| Carnival Corporation | Com | $0 | 0.0% | 0 |  | Sold out −950 |
| [Carpenter Technology Corp (CRS)](/companies/crs.md) | Com | $0 | 0.0% | 0 |  | Sold out −17 |
| [Clean Harbors Inc (CLH)](/companies/clh.md) | Com | $0 | 0.0% | 0 |  | Sold out −11 |
| [Compass Minerals International Inc (CMP)](/companies/cmp.md) | Com | $0 | 0.0% | 0 |  | Sold out −352 |
| [Curtiss Wright Corp (CW)](/companies/cw.md) | Com | $0 | 0.0% | 0 |  | Sold out −9 |
| [Delta Air Lines Inc (DAL)](/companies/dal.md) | Com | $0 | 0.0% | 0 |  | Sold out −500 |
| [Dollar General Corp New (DG)](/companies/dg.md) | Com | $0 | 0.0% | 0 |  | Sold out −64 |
| Dupont De Nemours Inc | Com | $0 | 0.0% | 0 |  | Sold out −744 |
| [Enova Intl Inc (ENVA)](/companies/enva.md) | Com | $0 | 0.0% | 0 |  | Sold out −35 |
| [Ensign Group Inc (ENSG)](/companies/ensg.md) | Com | $0 | 0.0% | 0 |  | Sold out −31 |
| [Exelixis Inc (EXEL)](/companies/exel.md) | Com | $0 | 0.0% | 0 |  | Sold out −130 |
| [Federal Signal Corp (FSS)](/companies/fss.md) | Com | $0 | 0.0% | 0 |  | Sold out −48 |
| First Trust Dow Jones Global Select DIV ETF | Com | $0 | 0.0% | 0 |  | Sold out −1,670 |
| [Fiserv Inc (FISV)](/companies/fisv.md) | Com | $0 | 0.0% | 0 |  | Sold out −15 |
| Honeywell International Inc | Com | $0 | 0.0% | 0 |  | Sold out −7,659 |
| [Ingredion Inc (INGR)](/companies/ingr.md) | Com | $0 | 0.0% | 0 |  | Sold out −173 |
| Invesco Actively Managed Ultra Shrt Dur ETF | Com | $0 | 0.0% | 0 |  | Sold out −95 |
| Invesco S&P Ultra Dividend Revenue ETF | Com | $0 | 0.0% | 0 |  | Sold out −2,250 |
| iShares iBoxx High Yield Corporate Bond ETF | Com | $0 | 0.0% | 0 |  | Sold out −134 |
| iShares TIPS Bond ETF | Com | $0 | 0.0% | 0 |  | Sold out −97 |
| Ishares Tr Cohen Steer Reit ETF | Com | $0 | 0.0% | 0 |  | Sold out −186 |
| Ishares Tr Global Reit ETF | Com | $0 | 0.0% | 0 |  | Sold out −87 |
| Ishares Tr Yld Optim Bd ETF | Com | $0 | 0.0% | 0 |  | Sold out −213 |
| [Jack Henry & Associates Inc (JKHY)](/companies/jkhy.md) | Com | $0 | 0.0% | 0 |  | Sold out −74 |
| [KKR & Co Inc (KKR)](/companies/kkr.md) | Com | $0 | 0.0% | 0 |  | Sold out −204 |
| [Lennar Corp (LEN)](/companies/len.md) | Com | $0 | 0.0% | 0 |  | Sold out −181 |
| [Lululemon Athletica Inc (LULU)](/companies/lulu.md) | Com | $0 | 0.0% | 0 |  | Sold out −50 |
| [Manitowoc Company Inc. (MTW)](/companies/mtw.md) | Com | $0 | 0.0% | 0 |  | Sold out −145 |
| Nova Ltd | Com | $0 | 0.0% | 0 |  | Sold out −14 |
| [Or Royalties Inc. (OR)](/companies/or.md) | Com | $0 | 0.0% | 0 |  | Sold out −156 |
| [Quantumscape Corp Class A (QS)](/companies/qs.md) | Com | $0 | 0.0% | 0 |  | Sold out −50 |
| [Quest Diagnostics Inc (DGX)](/companies/dgx.md) | Com | $0 | 0.0% | 0 |  | Sold out −31 |
| [Rambus Inc Del (RMBS)](/companies/rmbs.md) | Com | $0 | 0.0% | 0 |  | Sold out −59 |
| [RBC Bearings Inc (RBC)](/companies/rbc.md) | Com | $0 | 0.0% | 0 |  | Sold out −12 |
| [Rigetti Computing Inc (RGTI)](/companies/rgti.md) | Com | $0 | 0.0% | 0 |  | Sold out −100 |
| [Rivian Automotive Inc (RIVN)](/companies/rivn.md) | Com | $0 | 0.0% | 0 |  | Sold out −150 |
| [Rocket Company Inc Class A (RKT)](/companies/rkt.md) | Com | $0 | 0.0% | 0 |  | Sold out −200 |
| SPDR MSCI ACWI EX-US ETF | Com | $0 | 0.0% | 0 |  | Sold out −181 |
| SS SPDR S& P GLOBAL DIV ETF | Com | $0 | 0.0% | 0 |  | Sold out −1,840 |
| [Stepstone Group Inc Class A (STEP)](/companies/step.md) | Com | $0 | 0.0% | 0 |  | Sold out −85 |
| Stoneco Ltd Class A | Com | $0 | 0.0% | 0 |  | Sold out −366 |
| ST STR SPDR PORT MORTGAGE BACKED BD ETF | Com | $0 | 0.0% | 0 |  | Sold out −750 |
| [Teucrium Commodity Tr Sugar Fd ETF (BTCK)](/companies/btck.md) | Com | $0 | 0.0% | 0 |  | Sold out −1,500 |
| [The Trade Desk Inc Cl A (TTD)](/companies/ttd.md) | Com | $0 | 0.0% | 0 |  | Sold out −3,265 |
| [Tko Group Holdings Inc Class A (TKO)](/companies/tko.md) | Com | $0 | 0.0% | 0 |  | Sold out −27 |
| [Ul Solutions Inc Class A (ULS)](/companies/uls.md) | Com | $0 | 0.0% | 0 |  | Sold out −70 |
| [Urban Outfitters Inc (URBN)](/companies/urbn.md) | Com | $0 | 0.0% | 0 |  | Sold out −71 |
| Viking Holdings Ltd Ord Shs | Com | $0 | 0.0% | 0 |  | Sold out −76 |
| [Virtus Convertible & Income Fund II (NCZ)](/companies/ncz.md) | Com | $0 | 0.0% | 0 |  | Sold out −1,250 |
| WisdomTree International SmallCap Div ETF | Com | $0 | 0.0% | 0 |  | Sold out −1,220 |
| [Workday Inc (WDAY)](/companies/wday.md) | Com | $0 | 0.0% | 0 |  | Sold out −100 |
| [Zimmer Biomet Holdings Inc (ZBH)](/companies/zbh.md) | Com | $0 | 0.0% | 0 |  | Sold out −124 |

Source: SEC EDGAR, Form 13F-HR, accession 0001140361-26-028650. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.