# Basepoint Wealth LLC: Form 13F holdings

An institutional investment manager in CEDAR RAPIDS, IA. SEC CIK 2088236.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $174.8m
- Positions: 631 (632 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/2088236/000208823626000003/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR (PHYS)](/companies/phys.md) | CEF | $22.1m | 12.6% | 730,965 |  | Reduced −57,352 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ETF | $17.5m | 10.0% | 387,019 |  | Added +263,599 |
| [SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER (PSLV)](/companies/pslv.md) | CEF | $16.3m | 9.3% | 865,438 |  | Reduced −108,393 |
| AKRE FOCUS ETF | ETF | $10.2m | 5.9% | 192,329 |  | Reduced −143,192 |
| [DEERE & CO COM (DE)](/companies/de.md) | Stock | $7.4m | 4.3% | 11,737 |  | Reduced −60 |
| [BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B)](/companies/brk-b.md) | Stock | $4.9m | 2.8% | 9,781 |  | Reduced −339 |
| [ADAM NAT RES FD INC COM (PEO)](/companies/peo.md) | CEF | $4.0m | 2.3% | 162,138 |  | Reduced −3,860 |
| [APPLE INC COM (AAPL)](/companies/aapl.md) | Stock | $3.7m | 2.1% | 12,664 |  | Added +186 |
| [NVIDIA CORPORATION COM (NVDA)](/companies/nvda.md) | Stock | $3.0m | 1.7% | 15,184 |  | Added +355 |
| [INGREDION INC COM (INGR)](/companies/ingr.md) | Stock | $2.5m | 1.5% | 26,789 |  | Added +2,541 |
| [GENERAL DYNAMICS CORP COM (GD)](/companies/gd.md) | Stock | $2.3m | 1.3% | 6,454 |  | Reduced −330 |
| [MICROSOFT CORP COM (MSFT)](/companies/msft.md) | Stock | $2.2m | 1.2% | 5,774 |  | Added +782 |
| [VERIZON COMMUNICATIONS INC COM (VZ)](/companies/vz.md) | Stock | $1.9m | 1.1% | 44,292 |  | Added +9,245 |
| [ABBVIE INC COM (ABBV)](/companies/abbv.md) | Stock | $1.8m | 1.0% | 6,960 |  | Reduced −70 |
| [ZOOM COMMUNICATIONS INC CL A (ZM)](/companies/zm.md) | Stock | $1.7m | 1.0% | 19,393 |  | Added +3,491 |
| [PEPSICO INC COM (PEP)](/companies/pep.md) | Stock | $1.6m | 0.9% | 12,019 |  | Reduced −288 |
| INVESCO S&P 500 QUALITY ETF | ETF | $1.6m | 0.9% | 17,603 |  | Reduced −1,281 |
| [TARGET CORP COM (TGT)](/companies/tgt.md) | Stock | $1.6m | 0.9% | 12,084 |  | Added +7,091 |
| [ALPHABET INC CAP STK CL C (GOOGL)](/companies/googl.md) | Stock | $1.6m | 0.9% | 4,390 |  | Reduced −71 |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | ETF | $1.5m | 0.8% | 66,663 |  | Added +43,788 |
| [TAPESTRY INC COM (TPR)](/companies/tpr.md) | Stock | $1.3m | 0.8% | 9,024 |  | Reduced −6,125 |
| [GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC)](/companies/gehc.md) | Stock | $1.3m | 0.7% | 20,138 |  | Added +12,711 |
| [CATERPILLAR INC COM (CAT)](/companies/cat.md) | Stock | $1.2m | 0.7% | 1,171 |  | Reduced −66 |
| [ALLIANT ENERGY CORP COM (LNT)](/companies/lnt.md) | Stock | $1.2m | 0.7% | 16,230 |  | Reduced −880 |
| [BROWN FORMAN CORP CL B (BF-B)](/companies/bf-b.md) | Stock | $1.2m | 0.7% | 46,012 |  | Added +25,785 |
| ISHARES CORE S&P MID-CAP ETF | ETF | $1.2m | 0.7% | 15,439 |  | Added +22 |
| [PRICE T ROWE GROUP INC COM (TROW)](/companies/trow.md) | Stock | $1.2m | 0.7% | 10,385 |  | Added +4,809 |
| [RTX CORPORATION COM (RTX)](/companies/rtx.md) | Stock | $1.2m | 0.7% | 6,218 |  | Reduced −16 |
| [PENSKE AUTOMOTIVE GRP INC COM (PAG)](/companies/pag.md) | Stock | $1.1m | 0.6% | 6,014 |  | Added +2,913 |
| [APPLIED MATLS INC COM (AMAT)](/companies/amat.md) | Stock | $1.1m | 0.6% | 1,462 |  | Reduced −72 |
| [PRINCIPAL FINANCIAL GROUP INC COM (PFG)](/companies/pfg.md) | Stock | $1.0m | 0.6% | 9,623 |  | Added +20 |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | $1.0m | 0.6% | 21,272 |  | Added +2,598 |
| [AMERIPRISE FINL INC COM (AMP)](/companies/amp.md) | Stock | $1.0m | 0.6% | 2,188 |  | Added +8 |
| [BANK OF NY MELLON CORP COM (BNY)](/companies/bny.md) | Stock | $987.1k | 0.6% | 6,826 |  | Added +19 |
| [ADOBE INC COM (ADBE)](/companies/adbe.md) | Stock | $980.2k | 0.6% | 4,781 |  | Added +2,768 |
| [NEXTERA ENERGY INC COM (NEE)](/companies/nee.md) | Stock | $965.1k | 0.6% | 10,995 |  | Reduced −1,498 |
| [WEST BANCORPORATION INC CAP STK (WTBA)](/companies/wtba.md) | Stock | $932.9k | 0.5% | 35,164 |  | Reduced −121 |
| [JONES LANG LASALLE INC COM (JLL)](/companies/jll.md) | Stock | $852.1k | 0.5% | 2,749 |  | Reduced −220 |
| [AMERICAN EXPRESS CO COM (AXP)](/companies/axp.md) | Stock | $845.0k | 0.5% | 2,498 |  | Reduced −211 |
| [PROCTER & GAMBLE CO COM (PG)](/companies/pg.md) | Stock | $844.8k | 0.5% | 5,761 |  | Added +479 |
| [EXXONMOBIL HOLDINGS CORP COM SHS (XOM)](/companies/xom.md) | Stock | $814.7k | 0.5% | 5,959 |  | New +5,959 |
| [CONOCOPHILLIPS COM (COP)](/companies/cop.md) | Stock | $792.3k | 0.5% | 7,621 |  | Reduced −101 |
| [3M CO COM (MMM)](/companies/mmm.md) | Stock | $786.1k | 0.4% | 4,855 |  | Reduced −565 |
| [MCKESSON CORP COM (MCK)](/companies/mck.md) | Stock | $779.6k | 0.4% | 1,032 |  | Reduced −9 |
| [GE AEROSPACE COM NEW (GE)](/companies/ge.md) | Stock | $758.4k | 0.4% | 2,029 |  | Reduced −19 |
| [ATI INC COM (ATI)](/companies/ati.md) | Stock | $753.1k | 0.4% | 3,821 |  | Reduced −1,593 |
| [PHILLIPS 66 COM (PSX)](/companies/psx.md) | Stock | $704.0k | 0.4% | 4,165 |  | Reduced −180 |
| [JPMORGAN CHASE & CO COM (JPM)](/companies/jpm.md) | Stock | $691.8k | 0.4% | 2,113 |  | Reduced −260 |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | $687.6k | 0.4% | 24,823 |  | Added +119 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | $631.7k | 0.4% | 19,920 |  | Added +174 |
| [WALMART INC COM (WMT)](/companies/wmt.md) | Stock | $619.5k | 0.4% | 5,470 |  | Added +17 |
| [INTEL CORP COM (INTC)](/companies/intc.md) | Stock | $607.0k | 0.3% | 4,347 |  | Reduced −13,102 |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | ETF | $603.8k | 0.3% | 26,992 |  | Added +9,140 |
| SCHWAB US LARGE-CAP VALUE ETF | ETF | $587.8k | 0.3% | 16,885 |  | Added +76 |
| [GE VERNOVA INC COM (GEV)](/companies/gev.md) | Stock | $578.8k | 0.3% | 493 |  | Reduced −4 |
| [META PLATFORMS INC CL A (META)](/companies/meta.md) | Stock | $562.1k | 0.3% | 998 |  | Reduced −1 |
| [GOLDMAN SACHS GROUP INC COM (GS)](/companies/gs.md) | Stock | $552.0k | 0.3% | 546 |  | Reduced −42 |
| [CISCO SYS INC COM (CSCO)](/companies/csco.md) | Stock | $550.5k | 0.3% | 4,687 |  | Reduced −3,931 |
| ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | ETF | $548.8k | 0.3% | 8,373 |  | Added +7 |
| [QUALCOMM INC COM (QCOM)](/companies/qcom.md) | Stock | $544.7k | 0.3% | 2,948 |  | Reduced −385 |
| [ALPHABET INC CAP STK CL A (GOOGL)](/companies/googl.md) | Stock | $498.7k | 0.3% | 1,395 |  | Added +5 |
| [BRISTOL-MYERS SQUIBB CO COM (BMY)](/companies/bmy.md) | Stock | $493.8k | 0.3% | 8,570 |  | Added +5,922 |
| [HOME DEPOT INC COM (HD)](/companies/hd.md) | Stock | $463.4k | 0.3% | 1,314 |  | Added +9 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | $456.6k | 0.3% | 5,341 |  | Added +23 |
| [CVS HEALTH CORP COM (CVS)](/companies/cvs.md) | Stock | $455.5k | 0.3% | 4,403 |  | Reduced −120 |
| [CARRIER GLOBAL CORPORATION COM (CARR)](/companies/carr.md) | Stock | $454.0k | 0.3% | 6,190 |  | Reduced −261 |
| [CHEVRON CORPORATION COM (CVX)](/companies/cvx.md) | Stock | $437.6k | 0.3% | 2,640 |  | Added +65 |
| [ROCKWELL AUTOMATION INC COM (ROK)](/companies/rok.md) | Stock | $406.1k | 0.2% | 820 |  | Unchanged |
| [TESLA INC COM (TSLA)](/companies/tsla.md) | Stock | $400.9k | 0.2% | 953 |  | Added +102 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $384.0k | 0.2% | 4,585 |  | Added +12 |
| ISHARES CORE S&P 500 ETF | ETF | $376.1k | 0.2% | 502 |  | Added +10 |
| [PHILIP MORRIS INTL INC COM (PM)](/companies/pm.md) | Stock | $375.1k | 0.2% | 2,073 |  | Added +13 |
| [EASTMAN CHEM CO COM (EMN)](/companies/emn.md) | Stock | $363.0k | 0.2% | 5,420 |  | Reduced −249 |
| SCHWAB US LARGE-CAP GROWTH ETF | ETF | $347.4k | 0.2% | 10,265 |  | Added +20 |
| [ALBEMARLE CORP COM (ALB)](/companies/alb.md) | Stock | $335.3k | 0.2% | 2,483 |  | Reduced −423 |
| [AMAZON COM INC COM (AMZN)](/companies/amzn.md) | Stock | $332.7k | 0.2% | 1,396 |  | Reduced −79 |
| [OMNICOM GROUP INC COM (OMC)](/companies/omc.md) | Stock | $324.7k | 0.2% | 4,458 |  | Reduced −1,382 |
| [WELLS FARGO & CO COM (WFC)](/companies/wfc.md) | Stock | $323.7k | 0.2% | 3,917 |  | Reduced −2,261 |
| [ABBOTT LABORATORIES COM (ABT)](/companies/abt.md) | Stock | $321.4k | 0.2% | 3,542 |  | Reduced −199 |
| [ELEVANCE HEALTH INC FORMERLY A COM (ELV)](/companies/elv.md) | Stock | $310.5k | 0.2% | 803 |  | Added +7 |
| [CUMMINS INC COM (CMI)](/companies/cmi.md) | Stock | $305.3k | 0.2% | 428 |  | Reduced −76 |
| [JOHNSON & JOHNSON COM (JNJ)](/companies/jnj.md) | Stock | $287.8k | 0.2% | 1,133 |  | Added +12 |
| [WP CAREY INC COM (WPC)](/companies/wpc.md) | REIT | $286.4k | 0.2% | 4,006 |  | Added +52 |
| [SCOTTS MIRACLE-GRO CO CL A (SMG)](/companies/smg.md) | Stock | $283.2k | 0.2% | 4,159 |  | Reduced −3,318 |
| [LOCKHEED MARTIN CORP COM (LMT)](/companies/lmt.md) | Stock | $271.5k | 0.2% | 533 |  | Added +3 |
| [COCA COLA CO COM (KO)](/companies/ko.md) | Stock | $267.3k | 0.2% | 3,288 |  | Added +14 |
| [STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)](/companies/dia.md) | ETF | $265.9k | 0.2% | 509 |  | Unchanged |
| [PFIZER INC COM (PFE)](/companies/pfe.md) | Stock | $260.3k | 0.1% | 10,811 |  | Added +1,404 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $253.1k | 0.1% | 4,241 |  | Reduced −102 |
| [BECTON DICKINSON & CO COM (BDX)](/companies/bdx.md) | Stock | $252.5k | 0.1% | 1,669 |  | Added +1,646 |
| ISHARES ESG MSCI KLD 400 ETF | ETF | $251.3k | 0.1% | 1,765 |  | Added +1 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | ETF | $248.5k | 0.1% | 3,066 |  | Reduced −121 |
| [CASEYS GEN STORES INC COM (CASY)](/companies/casy.md) | Stock | $247.8k | 0.1% | 312 |  | Unchanged |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $236.2k | 0.1% | 1,593 |  | Added +5 |
| [WILLIAMS SONOMA INC COM (WSM)](/companies/wsm.md) | Stock | $234.2k | 0.1% | 1,005 |  | Reduced −226 |
| [BIOGEN INC COM (BIIB)](/companies/biib.md) | Stock | $231.9k | 0.1% | 1,074 |  | Reduced −104 |
| [SHOPIFY INC CL A SUB VTG SHS (SHOP)](/companies/shop.md) | Stock | $228.4k | 0.1% | 2,000 |  | Unchanged |
| [DTF TAX-FREE INCOME 2028 TERM COM (DTF)](/companies/dtf.md) | CEF | $224.9k | 0.1% | 19,472 |  | Reduced −334 |
| [UNITED PARCEL SVCS INC CL B (UPS)](/companies/ups.md) | Stock | $223.4k | 0.1% | 2,078 |  | Added +14 |
| [US BANCORP COM NEW (USB)](/companies/usb.md) | Stock | $218.1k | 0.1% | 3,610 |  | Reduced −325 |
| [NUTRIEN LTD COM (NTR)](/companies/ntr.md) | Stock | $212.0k | 0.1% | 3,367 |  | Reduced −204 |
| [UNITEDHEALTH GROUP INC COM (UNH)](/companies/unh.md) | Stock | $200.7k | 0.1% | 483 |  | Reduced −14 |
| [BROADCOM INC COM (AVGO)](/companies/avgo.md) | Stock | $199.5k | 0.1% | 528 |  | Added +8 |
| [FEDEX CORP COM (FDX)](/companies/fdx.md) | Stock | $196.0k | 0.1% | 626 |  | Reduced −249 |
| [GILDAN ACTIVEWEAR INC COM (GIL)](/companies/gil.md) | Stock | $193.3k | 0.1% | 3,746 |  | Reduced −3,609 |
| [MERCK & CO INC COM (MRK)](/companies/mrk.md) | Stock | $190.0k | 0.1% | 1,478 |  | Reduced −4 |
| [SRH TOTAL RETURN FUND INC COM (STEW)](/companies/stew.md) | CEF | $189.5k | 0.1% | 10,587 |  | Added +109 |
| STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | ETF | $184.6k | 0.1% | 1,550 |  | Added +3 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | $177.8k | 0.1% | 1,214 |  | Added +1 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $177.0k | 0.1% | 2,137 |  | Added +53 |
| ISHARES MORNINGSTAR US EQUITY ETF | ETF | $175.4k | 0.1% | 1,692 |  | Added +3 |
| [SLB LIMITED COM STK (SLB)](/companies/slb.md) | Stock | $174.7k | <0.1% | 3,757 |  | Added +9 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | ETF | $171.8k | <0.1% | 649 |  | Unchanged |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | $167.6k | <0.1% | 758 |  | Added +3 |
| ISHARES S&P 500 GROWTH ETF | ETF | $167.0k | <0.1% | 1,214 |  | Unchanged |
| INVESCO QQQ TRUST SERIES I | ETF | $164.8k | <0.1% | 224 |  | Reduced −60 |
| [WESTERN ASSET INTER MUNI COM (SBI)](/companies/sbi.md) | CEF | $164.0k | <0.1% | 20,833 |  | Reduced −7,251 |
| [CSX CORP COM (CSX)](/companies/csx.md) | Stock | $164.0k | <0.1% | 3,450 |  | Reduced −297 |
| [KROGER CO COM (KR)](/companies/kr.md) | Stock | $162.8k | <0.1% | 2,932 |  | Reduced −568 |
| [DNP SELECT INCOME FD INC COM (DNP)](/companies/dnp.md) | CEF | $159.2k | <0.1% | 14,750 |  | Added +985 |
| [BOEING CO COM (BA)](/companies/ba.md) | Stock | $157.3k | <0.1% | 727 |  | Added +13 |
| [DAVITA INC COM (DVA)](/companies/dva.md) | Stock | $155.5k | <0.1% | 699 |  | Reduced −28 |
| [STATE STREET SPDR S&P 500 ETF (SPY)](/companies/spy.md) | ETF | $153.6k | <0.1% | 206 |  | Added +6 |
| [DWS MUN INCOME TR NEW COM (KTF)](/companies/ktf.md) | CEF | $153.1k | <0.1% | 16,643 |  | Reduced −4,525 |
| [THE CIGNA GROUP COM (CI)](/companies/ci.md) | Stock | $151.9k | <0.1% | 551 |  | Reduced −80 |
| ISHARES MORNINGSTAR MID-CAP VALUE ETF | ETF | $151.6k | <0.1% | 1,659 |  | Unchanged |
| [MICRON TECHNOLOGY INC COM (MU)](/companies/mu.md) | Stock | $151.0k | <0.1% | 131 |  | Added +7 |
| [RIO TINTO PLC SPONSORED ADR (RIO)](/companies/rio.md) | ADR | $150.1k | <0.1% | 1,581 |  | Added +5 |
| [VISA INC COM CL A (V)](/companies/v.md) | Stock | $149.6k | <0.1% | 436 |  | Reduced −86 |
| VANGUARD MID-CAP VALUE ETF | ETF | $145.9k | <0.1% | 738 |  | Added +169 |
| [EDISON INTL COM (EIX)](/companies/eix.md) | Stock | $141.6k | <0.1% | 1,902 |  | Reduced −324 |
| [LAM RESEARCH CORP COM NEW (LRCX)](/companies/lrcx.md) | Stock | $141.1k | <0.1% | 326 |  | Added +1 |
| [SKYWORKS SOLUTIONS INC COM (SWKS)](/companies/swks.md) | Stock | $140.4k | <0.1% | 2,071 |  | Reduced −874 |
| ISHARES MORNINGSTAR SMALL CAP VALUE ETF | ETF | $138.2k | <0.1% | 1,765 |  | Added +1 |
| 3EDGE DYNAMIC INTERNATIONAL EQUITY ETF | ETF | $135.6k | <0.1% | 4,385 |  | Unchanged |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | $135.0k | <0.1% | 854 |  | Added +378 |
| [TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TSM)](/companies/tsm.md) | ADR | $131.4k | <0.1% | 275 |  | Added +83 |
| ISHARES SEMICONDUCTOR ETF | ETF | $130.9k | <0.1% | 204 |  | Unchanged |
| VANGUARD VALUE ETF | ETF | $127.1k | <0.1% | 583 |  | Added +121 |
| STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | ETF | $126.9k | <0.1% | 4,986 |  | Added +57 |
| [BANK OF AMER CORP COM (BAC)](/companies/bac.md) | Stock | $126.8k | <0.1% | 2,225 |  | Added +299 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $125.9k | <0.1% | 532 |  | Added +222 |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | ETF | $125.3k | <0.1% | 1,118 |  | Unchanged |
| 3EDGE DYNAMIC HARD ASSETS ETF | ETF | $124.1k | <0.1% | 3,901 |  | Unchanged |
| [PNC FINL SVCS GROUP INC COM (PNC)](/companies/pnc.md) | Stock | $124.0k | <0.1% | 504 |  | Added +34 |
| VANGUARD MID-CAP ETF | ETF | $118.3k | <0.1% | 1,468 |  | Added +1,263 |
| [AFFILIATED MANAGERS GROUP COM (AMG)](/companies/amg.md) | Stock | $117.4k | <0.1% | 347 |  | Unchanged |
| VANGUARD REAL ESTATE ETF | ETF | $116.7k | <0.1% | 1,210 |  | Added +24 |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | $112.5k | <0.1% | 683 |  | Reduced −55 |
| [SIMON PPTY GROUP INC NEW COM (SPG)](/companies/spg.md) | REIT | $112.3k | <0.1% | 502 |  | Added +4 |
| FIRST TRUST MANAGED MUNICIPAL ETF | ETF | $107.8k | <0.1% | 2,099 |  | Added +20 |
| [ADVANCED MICRO DEVICES INC COM (AMD)](/companies/amd.md) | Stock | $106.3k | <0.1% | 183 |  | Added +44 |
| [MARSH & MCLENNAN COS INC COM (MRSH)](/companies/mrsh.md) | Stock | $104.9k | <0.1% | 629 |  | Added +3 |
| STATE STREET SPDR MSCI ACWI EX-US ETF | ETF | $103.1k | <0.1% | 2,535 |  | Added +30 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $103.0k | <0.1% | 577 |  | Added +1 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | $102.3k | <0.1% | 1,684 |  | Added +8 |
| VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | $100.6k | <0.1% | 1,311 |  | Added +14 |
| [AMGEN INC COM (AMGN)](/companies/amgn.md) | Stock | $98.7k | <0.1% | 273 |  | Added +2 |
| [THE CAMPBELLS COMPANY COM (CPB)](/companies/cpb.md) | Stock | $97.9k | <0.1% | 4,397 |  | Reduced −13 |
| [MCDONALDS CORP COM (MCD)](/companies/mcd.md) | Stock | $96.8k | <0.1% | 358 |  | Added +1 |
| [MASTERCARD INCORPORATED CL A (MA)](/companies/ma.md) | Stock | $95.9k | <0.1% | 187 |  | Unchanged |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | $93.6k | <0.1% | 1,171 |  | Added +11 |
| FIRST TRUST SMITH UNCONSTRAINED BOND ETF | ETF | $92.3k | <0.1% | 3,710 |  | New +3,710 |
| [PROLOGIS INC COM (PLD)](/companies/pld.md) | REIT | $92.2k | <0.1% | 681 |  | Added +4 |
| [OCCIDENTAL PETE CORP COM (OXY)](/companies/oxy.md) | Stock | $89.6k | <0.1% | 1,844 |  | Added +7 |
| [PARAMOUNT SKYDANCE CORP COM CL B (SKYD)](/companies/skyd.md) | Stock | $87.5k | <0.1% | 8,875 |  | Reduced −7,207 |
| VANGUARD GROWTH ETF | ETF | $86.9k | <0.1% | 1,009 |  | Added +1,007 |
| [INDEPENDENCE RLTY TR INC COM (IRT)](/companies/irt.md) | REIT | $85.2k | <0.1% | 5,105 |  | Added +55 |
| [CRANE COMPANY COMMON STOCK (CR)](/companies/cr.md) | Stock | $82.3k | <0.1% | 369 |  | Reduced −47 |
| STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | ETF | $81.3k | <0.1% | 949 |  | Added +7 |
| EATON CORP PLC SHS | Stock | $78.6k | <0.1% | 184 |  | Unchanged |
| [CORNING INC COM (GLW)](/companies/glw.md) | Stock | $76.6k | <0.1% | 300 |  | Unchanged |
| [STARBUCKS CORP COM (SBUX)](/companies/sbux.md) | Stock | $76.0k | <0.1% | 744 |  | Added +3 |
| [AMPHENOL CORP CL A (APH)](/companies/aph.md) | Stock | $73.7k | <0.1% | 418 |  | Unchanged |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ETF | $73.7k | <0.1% | 449 |  | Added +1 |
| [KLA CORP COM NEW (KLAC)](/companies/klac.md) | Stock | $73.4k | <0.1% | 243 |  | Added +219 |
| [DUKE ENERGY CORP NEW COM NEW (DUK)](/companies/duk.md) | Stock | $72.5k | <0.1% | 573 |  | Added +2 |
| KOVITZ CORE EQUITY ETF | ETF | $71.1k | <0.1% | 2,543 |  | Unchanged |
| [FREEPORT MCMORAN INC CL B (FCX)](/companies/fcx.md) | Stock | $70.9k | <0.1% | 1,128 |  | Reduced −143 |
| [EMERSON ELEC CO COM (EMR)](/companies/emr.md) | Stock | $70.4k | <0.1% | 492 |  | Reduced −141 |
| [SPACE EXPLORATION TECHN CORP CLASS A COM STK (SPCX)](/companies/spcx.md) | Stock | $69.4k | <0.1% | 406 |  | New +406 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | $69.2k | <0.1% | 643 |  | Added +5 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $69.2k | <0.1% | 787 |  | Unchanged |
| ISHARES CORE US AGGREGATE BOND ETF | ETF | $68.3k | <0.1% | 690 |  | Added +77 |
| VANGUARD SMALL-CAP ETF | ETF | $66.7k | <0.1% | 220 |  | New +220 |
| FIRST TRUST WATER ETF | ETF | $66.6k | <0.1% | 608 |  | Added +1 |
| [ELI LILLY & CO COM (LLY)](/companies/lly.md) | Stock | $66.4k | <0.1% | 55 |  | Unchanged |
| [AT&T INC COM (T)](/companies/t.md) | Stock | $65.7k | <0.1% | 3,175 |  | Added +609 |
| [HALLIBURTON CO COM (HAL)](/companies/hal.md) | Stock | $64.7k | <0.1% | 1,905 |  | Added +66 |
| [ORACLE CORP COM (ORCL)](/companies/orcl.md) | Stock | $64.6k | <0.1% | 441 |  | Added +1 |
| [UNION PAC CORP COM (UNP)](/companies/unp.md) | Stock | $64.4k | <0.1% | 237 |  | Added +33 |
| ABRDN NATL MUN INCOME FD SH BEN INT | CEF | $63.6k | <0.1% | 6,136 |  | Reduced −5,764 |
| [OSHKOSH CORP COM (OSK)](/companies/osk.md) | Stock | $63.2k | <0.1% | 412 |  | Added +2 |
| [DEVON ENERGY CORP NEW COM (DVN)](/companies/dvn.md) | Stock | $62.2k | <0.1% | 1,505 |  | Added +9 |
| [ISHARES GOLD TRUST (IAU)](/companies/iau.md) | ETF | $62.1k | <0.1% | 822 |  | Reduced −109 |
| [CANADIAN NATL RY CO COM (CNI)](/companies/cni.md) | Stock | $61.8k | <0.1% | 518 |  | Added +2 |
| [SANDISK CORP COM (SNDK)](/companies/sndk.md) | Stock | $61.4k | <0.1% | 27 |  | Reduced −9 |
| [FIDELITY WISE ORIGIN BITCOIN FUND (FBTC)](/companies/fbtc.md) | ETF | $60.7k | <0.1% | 1,190 |  | Unchanged |
| [SALESFORCE INC COM (CRM)](/companies/crm.md) | Stock | $60.3k | <0.1% | 385 |  | Added +120 |
| NVENT ELEC PLC SHS | Stock | $60.1k | <0.1% | 354 |  | Reduced −21 |
| [AIR PRODUCTS AND CHEMICALS INC COM (APD)](/companies/apd.md) | Stock | $59.4k | <0.1% | 203 |  | Reduced −17 |
| ISHARES US HEALTHCARE ETF | ETF | $59.0k | <0.1% | 881 |  | Added +2 |
| [FLAHERTY & CRUMRINE PFD INCOME COM (PFO)](/companies/pfo.md) | CEF | $59.0k | <0.1% | 6,387 |  | Reduced −3,550 |
| 3EDGE DYNAMIC US EQUITY ETF | ETF | $58.8k | <0.1% | 1,836 |  | Reduced −1,000 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | ETF | $58.5k | <0.1% | 379 |  | Unchanged |
| [ISHARES SILVER TRUST (SLV)](/companies/slv.md) | ETF | $58.2k | <0.1% | 1,089 |  | Reduced −170 |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | ETF | $58.1k | <0.1% | 592 |  | Added +1 |
| SCHWAB US SMALL CAP ETF | ETF | $58.1k | <0.1% | 1,608 |  | Added +16 |
| [WESTERN DIGITAL CORP COM (WDC)](/companies/wdc.md) | Stock | $57.8k | <0.1% | 91 |  | Reduced −44 |
| [LABCORP HOLDINGS INC COM SHS (LH)](/companies/lh.md) | Stock | $57.8k | <0.1% | 206 |  | Unchanged |
| [VALERO ENERGY CORP COM (VLO)](/companies/vlo.md) | Stock | $57.0k | <0.1% | 219 |  | Added +1 |
| [GILEAD SCIENCES INC COM (GILD)](/companies/gild.md) | Stock | $56.0k | <0.1% | 443 |  | Added +9 |
| [SPDR GOLD SHARES (GLD)](/companies/gld.md) | ETF | $55.3k | <0.1% | 150 |  | Unchanged |
| [CRYOPORT INC COM PAR (CYRX)](/companies/cyrx.md) | Stock | $55.0k | <0.1% | 3,500 |  | Unchanged |
| ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | ETF | $54.7k | <0.1% | 600 |  | Unchanged |
| [WILLIAMS COS INC COM (WMB)](/companies/wmb.md) | Stock | $54.4k | <0.1% | 731 |  | Added +3 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | $53.8k | <0.1% | 458 |  | Unchanged |
| [DISNEY WALT CO COM (DIS)](/companies/dis.md) | Stock | $53.5k | <0.1% | 556 |  | Added +200 |
| [EXPEDITORS INTL WASH INC COM (EXPD)](/companies/expd.md) | Stock | $50.9k | <0.1% | 313 |  | Added +2 |
| [FORD MTR CO COM (F)](/companies/f.md) | Stock | $49.4k | <0.1% | 3,557 |  | Added +18 |
| [CRANE NXT CO COM (CXT)](/companies/cxt.md) | Stock | $49.1k | <0.1% | 960 |  | Reduced −31 |
| ISHARES RUSSELL MIDCAP ETF | ETF | $49.0k | <0.1% | 445 |  | Added +2 |
| ISHARES US AEROSPACE & DEFENSE ETF | ETF | $48.7k | <0.1% | 201 |  | Added +4 |
| INVESCO S&P 500 LOW VOLATILITY ETF | ETF | $48.7k | <0.1% | 650 |  | Added +4 |
| [CARDINAL HEALTH INC COM (CAH)](/companies/cah.md) | Stock | $48.1k | <0.1% | 203 |  | Reduced −13 |
| [YUM BRANDS INC COM (YUM)](/companies/yum.md) | Stock | $47.7k | <0.1% | 298 |  | Added +1 |
| ISHARES MORNINGSTAR MID-CAP ETF | ETF | $47.3k | <0.1% | 490 |  | Added +1 |
| [GENERAL MILLS INC COM (GIS)](/companies/gis.md) | Stock | $45.6k | <0.1% | 1,311 |  | Added +353 |
| [FISERV INC COM (FISV)](/companies/fisv.md) | Stock | $44.5k | <0.1% | 907 |  | Reduced −147 |
| ISHARES IBONDS DEC 2029 TERM TREASURY ETF | ETF | $43.8k | <0.1% | 2,021 |  | Added +19 |
| [CITIGROUP INC COM NEW (C)](/companies/c.md) | Stock | $43.4k | <0.1% | 310 |  | Added +1 |
| [NORTHROP GRUMMAN CORP COM (NOC)](/companies/noc.md) | Stock | $42.7k | <0.1% | 84 |  | Reduced −29 |
| [TJX COS INC NEW COM (TJX)](/companies/tjx.md) | Stock | $42.0k | <0.1% | 277 |  | Added +21 |
| VANGUARD SMALL CAP VALUE ETF | ETF | $42.0k | <0.1% | 173 |  | Added +111 |
| SCHWAB US BROAD MARKET ETF | ETF | $42.0k | <0.1% | 1,449 |  | Unchanged |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | $41.8k | <0.1% | 434 |  | Added +5 |
| AVANTIS US SMALL CAP VALUE ETF | ETF | $41.0k | <0.1% | 329 |  | Added +12 |
| [DANAHER CORP DEL COM (DHR)](/companies/dhr.md) | Stock | $40.2k | <0.1% | 211 |  | Unchanged |
| ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | ETF | $39.9k | <0.1% | 968 |  | Added +21 |
| [ALTRIA GROUP INC COM (MO)](/companies/mo.md) | Stock | $39.8k | <0.1% | 552 |  | Reduced −39 |
| SILA REALTY TRUST INC COMMON STOCK | REIT | $39.7k | <0.1% | 1,307 |  | Added +17 |
| [LULULEMON ATHLETICA INC COM (LULU)](/companies/lulu.md) | Stock | $39.5k | <0.1% | 346 |  | Added +245 |
| [UNIVERSAL HLTH SVCS INC CL B (UHS)](/companies/uhs.md) | Stock | $37.9k | <0.1% | 255 |  | Reduced −27 |
| [OTIS WORLDWIDE CORP COM (OTIS)](/companies/otis.md) | Stock | $37.7k | <0.1% | 526 |  | Reduced −96 |
| [UNITED FIRE GROUP INC COM (UFCS)](/companies/ufcs.md) | Stock | $37.5k | <0.1% | 716 |  | Added +3 |
| [CORTEVA INC COM (CTVA)](/companies/ctva.md) | Stock | $37.5k | <0.1% | 443 |  | Added +2 |
| [AVIS BUDGET GROUP INC COM (CAR)](/companies/car.md) | Stock | $37.0k | <0.1% | 250 |  | Unchanged |
| EAGLE CAP GROWTH FD INC COM | CEF | $36.9k | <0.1% | 3,616 |  | Unchanged |
| [MARATHON PETE CORP COM (MPC)](/companies/mpc.md) | Stock | $36.0k | <0.1% | 141 |  | Unchanged |
| INMODE LTD SHS | Stock | $35.9k | <0.1% | 2,457 |  | Reduced −175 |
| [ILLINOIS TOOL WKS INC COM (ITW)](/companies/itw.md) | Stock | $35.6k | <0.1% | 132 |  | Added +1 |
| [KINDER MORGAN INC DEL COM (KMI)](/companies/kmi.md) | Stock | $35.1k | <0.1% | 1,098 |  | Added +10 |
| SCHWAB US MID-CAP ETF | ETF | $35.1k | <0.1% | 951 |  | Unchanged |
| WISDOMTREE US MIDCAP DIVIDEND FUND | ETF | $34.8k | <0.1% | 615 |  | Added +1 |
| [MODERNA INC COM (MRNA)](/companies/mrna.md) | Stock | $34.7k | <0.1% | 495 |  | Unchanged |
| [WHIRLPOOL CORP COM (WHR)](/companies/whr.md) | Stock | $34.2k | <0.1% | 867 |  | Reduced −59 |
| [MARRIOTT INTL INC NEW CL A (MAR)](/companies/mar.md) | Stock | $33.7k | <0.1% | 91 |  | Unchanged |
| [ENERGY TRANSFER L P COM UT LTD PTN (ET)](/companies/et.md) | Stock | $33.5k | <0.1% | 1,753 |  | Added +151 |
| [DIAGEO PLC SPON ADR NEW (DEO)](/companies/deo.md) | ADR | $33.2k | <0.1% | 413 |  | Reduced −220 |
| AMRIZE LTD SHS | Stock | $32.9k | <0.1% | 617 |  | Unchanged |
| [REGENERON PHARMACEUTICALS COM (REGN)](/companies/regn.md) | Stock | $32.0k | <0.1% | 51 |  | Unchanged |
| [DELL TECHNOLOGIES INC CL C (DELL)](/companies/dell.md) | Stock | $31.6k | <0.1% | 73 |  | Unchanged |
| [GENERAL MTRS CO COM (GM)](/companies/gm.md) | Stock | $31.6k | <0.1% | 410 |  | Added +1 |
| [DUPONT DE NEMOURS INC COMMON STOCK (DD)](/companies/dd.md) | Stock | $30.8k | <0.1% | 227 |  | New +227 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF | ETF | $30.4k | <0.1% | 458 |  | Unchanged |
| ISHARES MSCI SOUTH KOREA ETF | ETF | $29.7k | <0.1% | 147 |  | New +147 |
| [FS SPECIALTY LENDING FD COM SH BEN INT (FSSL)](/companies/fssl.md) | CEF | $29.5k | <0.1% | 2,645 |  | New +2,645 |
| [HCA HEALTHCARE INC COM (HCA)](/companies/hca.md) | Stock | $29.5k | <0.1% | 76 |  | Added +1 |
| [MARKEL GROUP INC COM (MKL)](/companies/mkl.md) | Stock | $29.3k | <0.1% | 15 |  | Unchanged |
| [CONSOLIDATED EDISON INC COM (ED)](/companies/ed.md) | Stock | $29.1k | <0.1% | 263 |  | Added +2 |
| [BLACKROCK MUN TARGET TERM TR COM SHS BEN IN (BTT)](/companies/btt.md) | CEF | $28.9k | <0.1% | 1,272 |  | Unchanged |
| ISHARES BIOTECHNOLOGY ETF | ETF | $28.8k | <0.1% | 152 |  | Unchanged |
| VANGUARD S&P 500 ETF | ETF | $28.8k | <0.1% | 42 |  | Unchanged |
| [BLACKROCK INC COM (BLK)](/companies/blk.md) | Stock | $28.6k | <0.1% | 30 |  | Unchanged |
| [RANGE RES CORP COM (RRC)](/companies/rrc.md) | Stock | $28.5k | <0.1% | 768 |  | Reduced −101 |
| [NIKE INC CL B (NKE)](/companies/nke.md) | Stock | $28.4k | <0.1% | 692 |  | Reduced −28 |
| CATALYST PHARMACEUTICALS INC COM | Stock | $27.9k | <0.1% | 887 |  | Added +100 |
| [BROWN & BROWN INC COM (BRO)](/companies/bro.md) | Stock | $27.8k | <0.1% | 433 |  | Added +100 |
| [MANULIFE FINL CORP COM (MFC)](/companies/mfc.md) | Stock | $27.7k | <0.1% | 684 |  | Unchanged |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | ETF | $27.7k | <0.1% | 254 |  | Added +2 |
| [EMCOR GROUP INC COM (EME)](/companies/eme.md) | Stock | $27.4k | <0.1% | 33 |  | Unchanged |
| [ZIMMER BIOMET HOLDINGS INC COM (ZBH)](/companies/zbh.md) | Stock | $27.1k | <0.1% | 315 |  | Reduced −67 |
| [DOLLAR GEN CORP COM (DG)](/companies/dg.md) | Stock | $27.0k | <0.1% | 235 |  | Reduced −63 |
| [HONEYWELL INTL INC COM (HON)](/companies/hon.md) | Stock | $26.9k | <0.1% | 120 |  | New +120 |
| [THERMO FISHER SCIENTIFIC INC COM (TMO)](/companies/tmo.md) | Stock | $26.8k | <0.1% | 54 |  | Reduced −45 |
| [MCCORMICK & CO INC COM NON VTG (MKC)](/companies/mkc.md) | Stock | $26.7k | <0.1% | 530 |  | Added +523 |
| NUVEEN AMT FREE QLTY MUN INCME COM | CEF | $26.7k | <0.1% | 2,272 |  | Added +40 |
| [HONEYWELL AEROSPACE INC COM (HONA)](/companies/hona.md) | Stock | $26.5k | <0.1% | 120 |  | New +120 |
| [PORTLAND GEN ELEC CO COM NEW (POR)](/companies/por.md) | Stock | $26.4k | <0.1% | 510 |  | Added +4 |
| [HIGHLAND OPPS & INCOME FD HIGHLAND INCOME (HFRO)](/companies/hfro.md) | CEF | $26.2k | <0.1% | 3,671 |  | Unchanged |
| FIRST TRUST MATERIALS ALPHADEX FUND | ETF | $25.8k | <0.1% | 324 |  | Unchanged |
| [INTERNATIONAL BUSINESS MACHS COM (IBM)](/companies/ibm.md) | Stock | $25.6k | <0.1% | 91 |  | Reduced −11 |
| [MOTOROLA SOLUTIONS INC COM NEW (MSI)](/companies/msi.md) | Stock | $25.6k | <0.1% | 62 |  | Added +1 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $25.5k | <0.1% | 205 |  | Added +154 |
| [CINTAS CORP COM (CTAS)](/companies/ctas.md) | Stock | $25.0k | <0.1% | 147 |  | Reduced −32 |
| INVESCO S&P SMALLCAP CONSUMER STAPLES ETF | ETF | $24.7k | <0.1% | 700 |  | New +700 |
| [ARCHER DANIELS MIDLAND CO COM (ADM)](/companies/adm.md) | Stock | $24.5k | <0.1% | 321 |  | Added +2 |
| [CBOE GLOBAL MKTS INC COM (CBOE)](/companies/cboe.md) | Stock | $24.5k | <0.1% | 101 |  | Added +13 |
| [SOUTHERN CO COM (SO)](/companies/so.md) | Stock | $24.3k | <0.1% | 254 |  | Unchanged |
| [D-WAVE QUANTUM INC COM (QBTS)](/companies/qbts.md) | Stock | $24.0k | <0.1% | 1,000 |  | New +1,000 |
| [XCEL ENERGY INC COM (XEL)](/companies/xel.md) | Stock | $23.7k | <0.1% | 295 |  | Added +2 |
| [EOG RES INC COM (EOG)](/companies/eog.md) | Stock | $23.5k | <0.1% | 181 |  | Added +1 |
| [COSTCO WHOLESALE CORPORATION COM (COST)](/companies/cost.md) | Stock | $23.5k | <0.1% | 25 |  | Added +7 |
| [TEXTRON INC COM (TXT)](/companies/txt.md) | Stock | $23.4k | <0.1% | 255 |  | Unchanged |
| [ATLASSIAN CORPORATION CL A (TEAM)](/companies/team.md) | Stock | $23.3k | <0.1% | 300 |  | Added +100 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ETF | $23.3k | <0.1% | 194 |  | Reduced −1 |
| [SYSCO CORP COM (SYY)](/companies/syy.md) | Stock | $23.3k | <0.1% | 279 |  | Unchanged |
| [TRAVELERS COMPANIES INC COM (TRV)](/companies/trv.md) | Stock | $22.8k | <0.1% | 69 |  | Reduced −11 |
| INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | ETF | $22.7k | <0.1% | 280 |  | Unchanged |
| [BAXTER INTL INC COM (BAX)](/companies/bax.md) | Stock | $22.5k | <0.1% | 1,057 |  | Reduced −210 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | $22.2k | <0.1% | 203 |  | Added +2 |
| JOHNSON CTLS INTL PLC SHS | Stock | $22.0k | <0.1% | 150 |  | Unchanged |
| [WINTRUST FINL CORP COM (WTFC)](/companies/wtfc.md) | Stock | $21.9k | <0.1% | 136 |  | Unchanged |
| [ADVANCE AUTO PARTS INC COM (AAP)](/companies/aap.md) | Stock | $21.6k | <0.1% | 348 |  | Added +2 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $21.6k | <0.1% | 102 |  | Unchanged |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | $21.6k | <0.1% | 231 |  | Added +1 |
| [UNITED AIRLS HLDGS INC COM (UAL)](/companies/ual.md) | Stock | $21.4k | <0.1% | 157 |  | Unchanged |
| [ALERUS FINL CORP COM (ALRS)](/companies/alrs.md) | Stock | $21.3k | <0.1% | 685 |  | Added +6 |
| [MOLSON COORS BEVERAGE CO CL B (TAP)](/companies/tap.md) | Stock | $21.1k | <0.1% | 542 |  | Reduced −25 |
| [ALCOA CORP COM (AA)](/companies/aa.md) | Stock | $20.6k | <0.1% | 395 |  | Reduced −75 |
| [NRG ENERGY INC COM NEW (NRG)](/companies/nrg.md) | Stock | $20.5k | <0.1% | 140 |  | Added +62 |
| ISHARES US CONSUMER STAPLES ETF | ETF | $20.3k | <0.1% | 280 |  | Unchanged |
| FIRST TRUST CORE INVESTMENT GRADE ETF | ETF | $20.3k | <0.1% | 973 |  | New +973 |
| [PEABODY ENERGY CORP COM (BTU)](/companies/btu.md) | Stock | $20.2k | <0.1% | 875 |  | Reduced −97 |
| [COEUR MNG INC COM NEW (CDE)](/companies/cde.md) | Stock | $20.2k | <0.1% | 1,237 |  | Unchanged |
| [QNITY ELECTRONICS INC COMMON STOCK (Q)](/companies/q.md) | Stock | $20.1k | <0.1% | 123 |  | Reduced −214 |
| [ARCHER AVIATION INC COM CL A (ACHR)](/companies/achr.md) | Stock | $20.1k | <0.1% | 4,242 |  | Unchanged |
| [METLIFE INC COM (MET)](/companies/met.md) | Stock | $20.0k | <0.1% | 236 |  | Added +19 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | $19.9k | <0.1% | 10 |  | Added +2 |
| AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF | ETF | $19.7k | <0.1% | 421 |  | Added +5 |
| [ENTERPRISE PRODS PARTNERS L P COM (EPD)](/companies/epd.md) | Stock | $19.6k | <0.1% | 532 |  | New +532 |
| [CENTENE CORP DEL COM (CNC)](/companies/cnc.md) | Stock | $19.5k | <0.1% | 304 |  | Unchanged |
| MEDTRONIC PLC SHS | Stock | $19.4k | <0.1% | 247 |  | Reduced −88 |
| [YUM CHINA HLDGS INC COM (YUMC)](/companies/yumc.md) | Stock | $19.3k | <0.1% | 472 |  | Added +3 |
| [SUMITOMO MITSUI FIN GRP INC SPONSORED ADR (SMFG)](/companies/smfg.md) | ADR | $19.3k | <0.1% | 818 |  | Unchanged |
| [BANCO SANTANDER SA ADR (SAN)](/companies/san.md) | ADR | $19.3k | <0.1% | 1,397 |  | Unchanged |
| [CROWDSTRIKE HLDGS INC CL A (CRWD)](/companies/crwd.md) | Stock | $19.1k | <0.1% | 25 |  | Reduced −28 |
| [TRUIST FINL CORP COM (TFC)](/companies/tfc.md) | Stock | $18.9k | <0.1% | 379 |  | Unchanged |
| [PALANTIR TECHNOLOGIES INC CL A (PLTR)](/companies/pltr.md) | Stock | $18.9k | <0.1% | 162 |  | Unchanged |
| [ENSIGN GROUP INC COM (ENSG)](/companies/ensg.md) | Stock | $18.8k | <0.1% | 117 |  | Unchanged |
| [MONDELEZ INTL INC CL A (MDLZ)](/companies/mdlz.md) | Stock | $17.9k | <0.1% | 310 |  | Reduced −90 |
| [BUILDERS FIRSTSOURCE INC COM (BLDR)](/companies/bldr.md) | Stock | $17.9k | <0.1% | 200 |  | Unchanged |
| [PAYPAL HLDGS INC COM (PYPL)](/companies/pypl.md) | Stock | $17.8k | <0.1% | 413 |  | Reduced −325 |
| [ARM HOLDINGS PLC SPONSORED ADS (ARM)](/companies/arm.md) | ADR | $17.7k | <0.1% | 50 |  | Reduced −20 |
| [NASDAQ INC COM (NDAQ)](/companies/ndaq.md) | Stock | $17.6k | <0.1% | 223 |  | Unchanged |
| [BHP BILLITON LIMITED SPONSORED ADS (BHP)](/companies/bhp.md) | ADR | $17.5k | <0.1% | 211 |  | Unchanged |
| [ARTESIAN RES CORP CL A (ARTNA)](/companies/artna.md) | Stock | $17.4k | <0.1% | 513 |  | New +513 |
| [BARCLAYS PLC ADR (BCS)](/companies/bcs.md) | ADR | $17.4k | <0.1% | 649 |  | Added +213 |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | ETF | $17.3k | <0.1% | 738 |  | New +738 |
| [SPX TECHNOLOGIES INC COM (SPXC)](/companies/spxc.md) | Stock | $17.2k | <0.1% | 70 |  | Unchanged |
| [DECKERS OUTDOOR CORP COM (DECK)](/companies/deck.md) | Stock | $17.1k | <0.1% | 172 |  | Added +91 |
| [CLOROX CO DEL COM (CLX)](/companies/clx.md) | Stock | $17.0k | <0.1% | 178 |  | Added +1 |
| [NOVO-NORDISK A S ADR (NVO)](/companies/nvo.md) | ADR | $16.8k | <0.1% | 351 |  | Added +8 |
| [REAVES UTIL INCOME FD COM SH BEN INT (UTG)](/companies/utg.md) | CEF | $16.1k | <0.1% | 395 |  | New +395 |
| [STRYKER CORPORATION COM (SYK)](/companies/syk.md) | Stock | $15.8k | <0.1% | 50 |  | Added +6 |
| JPMORGAN MUNICIPAL ETF | ETF | $15.3k | <0.1% | 303 |  | Reduced −6 |
| [MAGNA INTL INC COM (MGA)](/companies/mga.md) | Stock | $15.0k | <0.1% | 228 |  | Added +2 |
| [GRIFFON CORP COM (GFF)](/companies/gff.md) | Stock | $14.8k | <0.1% | 152 |  | Added +1 |
| [WEYERHAEUSER CO COM NEW (WY)](/companies/wy.md) | REIT | $14.7k | <0.1% | 615 |  | Reduced −75 |
| [SUPER MICRO COMPUTER INC COM NEW (SMCI)](/companies/smci.md) | Stock | $14.7k | <0.1% | 500 |  | Unchanged |
| [GENERAC HLDGS INC COM (GNRC)](/companies/gnrc.md) | Stock | $14.6k | <0.1% | 50 |  | Unchanged |
| [ELLSWORTH GROWTH & INCOME FD COM (ECF)](/companies/ecf.md) | CEF | $14.5k | <0.1% | 1,096 |  | Added +15 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | ETF | $14.4k | <0.1% | 506 |  | New +506 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | $14.4k | <0.1% | 495 |  | New +495 |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | ETF | $14.3k | <0.1% | 144 |  | New +144 |
| [EXELON CORP COM (EXC)](/companies/exc.md) | Stock | $14.2k | <0.1% | 304 |  | Reduced −98 |
| [PRUDENTIAL FINL INC COM (PRU)](/companies/pru.md) | Stock | $14.0k | <0.1% | 130 |  | Added +25 |
| [ANALOG DEVICES INC COM (ADI)](/companies/adi.md) | Stock | $14.0k | <0.1% | 35 |  | Added +28 |
| [FIFTH THIRD BANCORP COM (FITB)](/companies/fitb.md) | Stock | $13.6k | <0.1% | 241 |  | Added +50 |
| [LAMB WESTON HLDGS INC COM (LW)](/companies/lw.md) | Stock | $13.4k | <0.1% | 311 |  | Added +1 |
| [MORGAN STANLEY COM NEW (MS)](/companies/ms.md) | Stock | $13.4k | <0.1% | 64 |  | Added +4 |
| [NORTHERN TR CORP COM (NTRS)](/companies/ntrs.md) | Stock | $13.2k | <0.1% | 76 |  | Added +19 |
| [PRIMORIS SVCS CORP COM (PRIM)](/companies/prim.md) | Stock | $13.0k | <0.1% | 131 |  | Unchanged |
| [CLOUDFLARE INC CL A COM (NET)](/companies/net.md) | Stock | $13.0k | <0.1% | 53 |  | Added +25 |
| NXP SEMICONDUCTORS N V COM | Stock | $12.9k | <0.1% | 46 |  | New +46 |
| [KRAFT HEINZ CO COM (KHC)](/companies/khc.md) | Stock | $12.9k | <0.1% | 547 |  | Added +245 |
| [ATMOS ENERGY CORP COM (ATO)](/companies/ato.md) | Stock | $12.7k | <0.1% | 74 |  | Unchanged |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | ETF | $12.7k | <0.1% | 187 |  | New +187 |
| [TEXAS ROADHOUSE INC COM (TXRH)](/companies/txrh.md) | Stock | $12.7k | <0.1% | 65 |  | Unchanged |
| [STMICROELECTRONICS N V NY REGISTRY (STM)](/companies/stm.md) | ADR | $12.6k | <0.1% | 168 |  | New +168 |
| [AMEREN CORP COM (AEE)](/companies/aee.md) | Stock | $12.5k | <0.1% | 111 |  | Unchanged |
| AMDOCS LTD SHS | Stock | $12.5k | <0.1% | 247 |  | Unchanged |
| [BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR (BBVA)](/companies/bbva.md) | ADR | $12.3k | <0.1% | 490 |  | Reduced −248 |
| [NUSCALE PWR CORP CL A COM (SMR)](/companies/smr.md) | Stock | $12.0k | <0.1% | 1,200 |  | Added +100 |
| VANECK URANIUM AND NUCLEAR ETF | ETF | $11.9k | <0.1% | 102 |  | Unchanged |
| [KIMBERLY-CLARK CORP COM (KMB)](/companies/kmb.md) | Stock | $11.8k | <0.1% | 108 |  | Reduced −3 |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | ETF | $11.8k | <0.1% | 392 |  | Added +47 |
| [AFLAC INC COM (AFL)](/companies/afl.md) | Stock | $11.6k | <0.1% | 99 |  | Unchanged |
| [BLACKBERRY LTD COM (BB)](/companies/bb.md) | Stock | $11.4k | <0.1% | 900 |  | Unchanged |
| [AGNC INVT CORP COM (AGNC)](/companies/agnc.md) | REIT | $11.4k | <0.1% | 1,043 |  | Added +35 |
| [LUMEN TECHNOLOGIES INC COM (LUMN)](/companies/lumn.md) | Stock | $11.4k | <0.1% | 1,479 |  | Unchanged |
| [ASSURANT INC COM (AIZ)](/companies/aiz.md) | Stock | $11.3k | <0.1% | 42 |  | Added +13 |
| ALCON AG ORD SHS | Stock | $11.2k | <0.1% | 167 |  | New +167 |
| [D R HORTON INC COM (DHI)](/companies/dhi.md) | Stock | $10.9k | <0.1% | 67 |  | Unchanged |
| [TOYOTA MOTOR CORP ADS (TM)](/companies/tm.md) | ADR | $10.9k | <0.1% | 65 |  | Added +1 |
| [L3HARRIS TECHNOLOGIES INC COM (LHX)](/companies/lhx.md) | Stock | $10.7k | <0.1% | 37 |  | Unchanged |
| [FIRST CTZNS BANCSHARES INC DEL CL A (FCNCA)](/companies/fcnca.md) | Stock | $10.5k | <0.1% | 5 |  | Unchanged |
| [FOX CORP CL A COM (FOXA)](/companies/foxa.md) | Stock | $10.4k | <0.1% | 200 |  | Unchanged |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $10.4k | <0.1% | 28 |  | New +28 |
| [NET LEASE OFFICE PROPERTIES COM (NLOP)](/companies/nlop.md) | REIT | $10.4k | <0.1% | 931 |  | Added +204 |
| [HARLEY DAVIDSON INC COM (HOG)](/companies/hog.md) | Stock | $10.4k | <0.1% | 423 |  | Unchanged |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | $10.3k | <0.1% | 413 |  | Added +60 |
| [CCC INTELLIGENT SOLUTIONS HLD COM (CCC)](/companies/ccc.md) | Stock | $10.3k | <0.1% | 2,000 |  | New +2,000 |
| CARNIVAL CORP LTD COMMON SHARES | Stock | $10.3k | <0.1% | 361 |  | New +361 |
| [EBAY INC COM (EBAY)](/companies/ebay.md) | Stock | $10.2k | <0.1% | 91 |  | Unchanged |
| [BORGWARNER INC COM (BWA)](/companies/bwa.md) | Stock | $10.0k | <0.1% | 150 |  | New +150 |
| [TRANSUNION COM (TRU)](/companies/tru.md) | Stock | $9.8k | <0.1% | 135 |  | Reduced −74 |
| [BRITISH AMERN TOB PLC SPONSORED ADR (BTI)](/companies/bti.md) | ADR | $9.8k | <0.1% | 158 |  | Added +2 |
| [VEEVA SYS INC CL A COM (VEEV)](/companies/veev.md) | Stock | $9.8k | <0.1% | 55 |  | Added +50 |
| INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | ETF | $9.7k | <0.1% | 140 |  | Unchanged |
| [IRON MTN INC DEL COM (IRM)](/companies/irm.md) | REIT | $9.7k | <0.1% | 77 |  | Unchanged |
| [ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS (ASX)](/companies/asx.md) | ADR | $9.6k | <0.1% | 212 |  | Unchanged |
| ISHARES SELECT DIVIDEND ETF | ETF | $9.5k | <0.1% | 61 |  | Unchanged |
| [HERSHEY CO COM (HSY)](/companies/hsy.md) | Stock | $9.5k | <0.1% | 54 |  | Unchanged |
| [C H ROBINSON WORLDWIDE IN COM NEW (CHRW)](/companies/chrw.md) | Stock | $9.5k | <0.1% | 50 |  | Added +37 |
| [T1 ENERGY INC COM NEW (TE)](/companies/te.md) | Stock | $9.5k | <0.1% | 1,000 |  | Unchanged |
| INVESCO NASDAQ 100 ETF | ETF | $9.4k | <0.1% | 31 |  | New +31 |
| [ADAMS DIVERSIFIED EQUITY FD COM (ADX)](/companies/adx.md) | CEF | $9.4k | <0.1% | 367 |  | New +367 |
| [BRAINSWAY LTD SPONSORED ADS (BWAY)](/companies/bway.md) | ADR | $9.3k | <0.1% | 600 |  | Unchanged |
| [MONSTER BEVERAGE CORP NEW COM (MNST)](/companies/mnst.md) | Stock | $9.2k | <0.1% | 96 |  | Unchanged |
| [MICROCHIP TECHNOLOGY INC COM (MCHP)](/companies/mchp.md) | Stock | $8.9k | <0.1% | 98 |  | Reduced −29 |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | $8.8k | <0.1% | 492 |  | New +492 |
| [STANLEY BLACK & DECKER INC COM (SWK)](/companies/swk.md) | Stock | $8.6k | <0.1% | 91 |  | Unchanged |
| AVANTIS EMERGING MARKETS EQUITY ETF | ETF | $8.5k | <0.1% | 89 |  | Added +1 |
| [QUEST DIAGNOSTICS INC COM (DGX)](/companies/dgx.md) | Stock | $8.5k | <0.1% | 40 |  | Unchanged |
| ICHOR HOLDINGS SHS | Stock | $8.4k | <0.1% | 75 |  | New +75 |
| [CHARLES RIV LABS INTL INC COM (CRL)](/companies/crl.md) | Stock | $8.2k | <0.1% | 36 |  | Unchanged |
| [PPG INDS INC COM (PPG)](/companies/ppg.md) | Stock | $8.1k | <0.1% | 67 |  | Unchanged |
| [EVERGY INC COM (EVRG)](/companies/evrg.md) | Stock | $8.1k | <0.1% | 94 |  | Added +51 |
| [BLOCK H & R INC COM (HRB)](/companies/hrb.md) | Stock | $8.0k | <0.1% | 211 |  | Added +3 |
| JOBY AVIATION INC COMMON STOCK | Stock | $8.0k | <0.1% | 895 |  | Unchanged |
| [COLGATE PALMOLIVE CO COM (CL)](/companies/cl.md) | Stock | $7.9k | <0.1% | 86 |  | Unchanged |
| STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | ETF | $7.8k | <0.1% | 164 |  | Added +2 |
| [NETFLIX INC COM (NFLX)](/companies/nflx.md) | Stock | $7.6k | <0.1% | 107 |  | Added +17 |
| [NEWMONT CORP COM (NEM)](/companies/nem.md) | Stock | $7.5k | <0.1% | 80 |  | Reduced −47 |
| [GREEN PLAINS INC COM (GPRE)](/companies/gpre.md) | Stock | $7.5k | <0.1% | 486 |  | Unchanged |
| [SUNOCO LP/SUNOCO FIN CORP COM UT REP LP (SUN)](/companies/sun.md) | Stock | $7.4k | <0.1% | 110 |  | Added +2 |
| [STIFEL FINL CORP COM (SF)](/companies/sf.md) | Stock | $7.2k | <0.1% | 104 |  | Added +1 |
| [NATIONAL GRID PLC SPONSORED ADR NE (NGG)](/companies/ngg.md) | ADR | $7.2k | <0.1% | 87 |  | Reduced −92 |
| [INTERACTIVE BROKERS GROUP INC COM CL A (IBKR)](/companies/ibkr.md) | Stock | $7.1k | <0.1% | 81 |  | Unchanged |
| [ITT INC COM (ITT)](/companies/itt.md) | Stock | $7.1k | <0.1% | 36 |  | Unchanged |
| [NUVEEN SELECT TAX-FREE INCOME SH BEN INT (NXP)](/companies/nxp.md) | CEF | $7.0k | <0.1% | 492 |  | Added +6 |
| [HOULIHAN LOKEY INC CL A (HLI)](/companies/hli.md) | Stock | $7.0k | <0.1% | 52 |  | Unchanged |
| ISHARES MSCI EAFE VALUE ETF | ETF | $6.9k | <0.1% | 90 |  | New +90 |
| ISHARES GLOBAL TIMBER & FORESTRY ETF | ETF | $6.9k | <0.1% | 104 |  | Added +1 |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | ETF | $6.9k | <0.1% | 130 |  | New +130 |
| [TEMPLETON DRAGON FD INC COM (TDF)](/companies/tdf.md) | CEF | $6.7k | <0.1% | 619 |  | Added +9 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | $6.6k | <0.1% | 131 |  | Reduced −18 |
| [FIRST INTST BANCSYSTEM INC COM (FIBK)](/companies/fibk.md) | Stock | $6.5k | <0.1% | 168 |  | Unchanged |
| [ARISTA NETWORKS INC COM SHS (ANET)](/companies/anet.md) | Stock | $6.5k | <0.1% | 38 |  | Added +6 |
| [WYNN RESORTS LTD COM (WYNN)](/companies/wynn.md) | Stock | $6.4k | <0.1% | 66 |  | Unchanged |
| [HUNTINGTON BANCSHARES INC COM (HBAN)](/companies/hban.md) | Stock | $6.4k | <0.1% | 361 |  | Added +4 |
| [GRAND CANYON ED INC COM (LOPE)](/companies/lope.md) | Stock | $6.2k | <0.1% | 43 |  | Unchanged |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | ETF | $6.0k | <0.1% | 221 |  | Reduced −52 |
| [DELTA AIR LINES INC COM NEW (DAL)](/companies/dal.md) | Stock | $5.8k | <0.1% | 62 |  | Unchanged |
| [CONSTELLATION BRANDS INC CL A (STZ)](/companies/stz.md) | Stock | $5.8k | <0.1% | 42 |  | Added +1 |
| [FORTIS INC COM (FTS)](/companies/fts.md) | Stock | $5.7k | <0.1% | 99 |  | Unchanged |
| [WASTE MGMT INC DEL COM (WM)](/companies/wm.md) | Stock | $5.5k | <0.1% | 25 |  | Reduced −30 |
| [EVERTEC INC COM (EVTC)](/companies/evtc.md) | Stock | $5.4k | <0.1% | 196 |  | Reduced −18 |
| LINDE PLC SHS | Stock | $5.3k | <0.1% | 10 |  | Unchanged |
| [VIRTU FINL INC CL A (VIRT)](/companies/virt.md) | Stock | $5.3k | <0.1% | 89 |  | Reduced −48 |
| [NEUROCRINE BIOSCIENCES INC COM (NBIX)](/companies/nbix.md) | Stock | $5.2k | <0.1% | 31 |  | New +31 |
| [HP INC COM (HPQ)](/companies/hpq.md) | Stock | $5.2k | <0.1% | 237 |  | Added +4 |
| [SOLSTICE ADVANCED MATLS INC COM SHS (SOLS)](/companies/sols.md) | Stock | $5.1k | <0.1% | 58 |  | Unchanged |
| [LOWES COS INC COM (LOW)](/companies/low.md) | Stock | $5.1k | <0.1% | 23 |  | Unchanged |
| [PIPER SANDLER COMPANIES COM NEW (PIPR)](/companies/pipr.md) | Stock | $5.1k | <0.1% | 70 |  | Unchanged |
| [PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN (PAA)](/companies/paa.md) | Stock | $5.0k | <0.1% | 226 |  | Added +4 |
| [WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT (WES)](/companies/wes.md) | Stock | $5.0k | <0.1% | 114 |  | Added +2 |
| [CONAGRA BRANDS INC COM (CAG)](/companies/cag.md) | Stock | $5.0k | <0.1% | 369 |  | Added +10 |
| GARMIN LTD SHS | Stock | $4.9k | <0.1% | 21 |  | Reduced −29 |
| [SNOWFLAKE INC COM SHS (SNOW)](/companies/snow.md) | Stock | $4.8k | <0.1% | 19 |  | New +19 |
| [URANIUM ENERGY CORP COM (UEC)](/companies/uec.md) | Stock | $4.8k | <0.1% | 450 |  | New +450 |
| [HEWLETT PACKARD ENTERPRISE CO COM (HPE)](/companies/hpe.md) | Stock | $4.7k | <0.1% | 104 |  | Added +1 |
| [POLARIS INC COM (PII)](/companies/pii.md) | Stock | $4.7k | <0.1% | 68 |  | Reduced −25 |
| INVESCO MSCI SUSTAINABLE FUTURE ETF | ETF | $4.6k | <0.1% | 98 |  | Added +1 |
| [DOW HLDGS INC COM (DOW)](/companies/dow.md) | Stock | $4.6k | <0.1% | 167 |  | Added +2 |
| [VIATRIS INC COM (VTRS)](/companies/vtrs.md) | Stock | $4.6k | <0.1% | 288 |  | Added +277 |
| NUVEEN CR STRATEGIES INCOME FD COM SHS | CEF | $4.5k | <0.1% | 933 |  | New +933 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | $4.4k | <0.1% | 46 |  | Added +1 |
| TORTOISE ESSENTIAL ENERGY FUND | CEF | $4.3k | <0.1% | 199 |  | Added +2 |
| [UFP INDUSTRIES INC COM (UFPI)](/companies/ufpi.md) | Stock | $4.3k | <0.1% | 48 |  | Added +1 |
| [LUMENTUM HLDGS INC COM (LITE)](/companies/lite.md) | Stock | $4.3k | <0.1% | 5 |  | New +5 |
| [DAKOTA GOLD CORP COM (DC)](/companies/dc.md) | Stock | $4.3k | <0.1% | 1,000 |  | Unchanged |
| KLARNA GROUP PLC SHS | Stock | $4.0k | <0.1% | 200 |  | Unchanged |
| [PROGRESSIVE CORP COM (PGR)](/companies/pgr.md) | Stock | $4.0k | <0.1% | 19 |  | Added +12 |
| MOTLEY FOOL MID-CAP GROWTH ETF | ETF | $4.0k | <0.1% | 184 |  | Unchanged |
| [DOMINION ENERGY INC COM (D)](/companies/d.md) | Stock | $3.9k | <0.1% | 58 |  | New +58 |
| ARCH CAP GROUP LTD ORD | Stock | $3.9k | <0.1% | 40 |  | Reduced −379 |
| [GALLAGHER ARTHUR J & CO COM (AJG)](/companies/ajg.md) | Stock | $3.4k | <0.1% | 15 |  | Unchanged |
| VANECK J P MORGAN EM LOCAL CURRENCY BOND ETF | ETF | $3.4k | <0.1% | 134 |  | Unchanged |
| [CHIPOTLE MEXICAN GRILL INC COM (CMG)](/companies/cmg.md) | Stock | $3.4k | <0.1% | 100 |  | Unchanged |
| DEFIANCE QUANTUM ETF | ETF | $3.3k | <0.1% | 20 |  | New +20 |
| [BP PLC SPONSORED ADR (BP)](/companies/bp.md) | ADR | $3.3k | <0.1% | 89 |  | Unchanged |
| [KB FINL GROUP INC SPONSORED ADR (KB)](/companies/kb.md) | ADR | $3.3k | <0.1% | 31 |  | Unchanged |
| [COMCAST CORP NEW CL A (CMCSA)](/companies/cmcsa.md) | Stock | $3.3k | <0.1% | 133 |  | Reduced −690 |
| [ANGEL STUDIOS INC CL A COM (ANGX)](/companies/angx.md) | Stock | $3.2k | <0.1% | 882 |  | Unchanged |
| [IDACORP INC COM (IDA)](/companies/ida.md) | Stock | $3.0k | <0.1% | 20 |  | Unchanged |
| [CADENCE DESIGN SYSTEM INC COM (CDNS)](/companies/cdns.md) | Stock | $3.0k | <0.1% | 8 |  | Unchanged |
| [HEALTHPEAK PROPERTIES INC COM (DOC)](/companies/doc.md) | REIT | $2.9k | <0.1% | 135 |  | Added +2 |
| EATON VANCE SHORT DURATION INCOME ETF | ETF | $2.8k | <0.1% | 56 |  | New +56 |
| UBS GROUP AG SHS | Stock | $2.8k | <0.1% | 56 |  | Unchanged |
| [VENTAS INC COM (VTR)](/companies/vtr.md) | REIT | $2.8k | <0.1% | 31 |  | Unchanged |
| [AMERICAN AIRLINES GROUP INC COM (AAL)](/companies/aal.md) | Stock | $2.8k | <0.1% | 153 |  | Unchanged |
| [PALO ALTO NETWORKS INC COM (PANW)](/companies/panw.md) | Stock | $2.7k | <0.1% | 8 |  | Unchanged |
| [FEDERATED HERMES INC CL B (FHI)](/companies/fhi.md) | Stock | $2.6k | <0.1% | 47 |  | Unchanged |
| [MAIN STR CAP CORP COM (MAIN)](/companies/main.md) | CEF | $2.6k | <0.1% | 50 |  | New +50 |
| [CENCORA INC COM (COR)](/companies/cor.md) | Stock | $2.5k | <0.1% | 9 |  | Reduced −78 |
| [CITIZENS FINL GROUP INC COM (CFG)](/companies/cfg.md) | Stock | $2.5k | <0.1% | 36 |  | Unchanged |
| AMPLIFY ALTERNATIVE HARVEST ETF | ETF | $2.5k | <0.1% | 97 |  | Unchanged |
| [BALL CORP COM (BALL)](/companies/ball.md) | Stock | $2.5k | <0.1% | 40 |  | Unchanged |
| [DOUBLELINE INCOME SOLUTIONS FD COM (DSL)](/companies/dsl.md) | CEF | $2.5k | <0.1% | 223 |  | Unchanged |
| [VIPER ENERGY INC CL A (VNOM)](/companies/vnom.md) | Stock | $2.5k | <0.1% | 58 |  | Added +1 |
| CRH PLC ORD | Stock | $2.3k | <0.1% | 22 |  | Added +1 |
| [VAXCYTE INC COM (PCVX)](/companies/pcvx.md) | Stock | $2.2k | <0.1% | 38 |  | New +38 |
| [INTUIT COM (INTU)](/companies/intu.md) | Stock | $2.1k | <0.1% | 8 |  | Reduced −5 |
| [TELEDYNE TECHNOLOGIES INC COM (TDY)](/companies/tdy.md) | Stock | $2.0k | <0.1% | 3 |  | Unchanged |
| [QUANTUM COMPUTING INC COM (QUBT)](/companies/qubt.md) | Stock | $1.9k | <0.1% | 200 |  | Unchanged |
| [IMMUNOME INC COM (IMNM)](/companies/imnm.md) | Stock | $1.9k | <0.1% | 91 |  | Unchanged |
| [AMC ENTMT HLDGS INC CL A NEW (AMC)](/companies/amc.md) | Stock | $1.9k | <0.1% | 1,000 |  | Unchanged |
| [WELLTOWER INC COM (WELL)](/companies/well.md) | REIT | $1.9k | <0.1% | 8 |  | Unchanged |
| [EXPEDIA GROUP INC COM NEW (EXPE)](/companies/expe.md) | Stock | $1.8k | <0.1% | 7 |  | Unchanged |
| [ENTERGY CORP NEW COM (ETR)](/companies/etr.md) | Stock | $1.7k | <0.1% | 15 |  | Added +1 |
| [TARGA RES CORP COM (TRGP)](/companies/trgp.md) | Stock | $1.7k | <0.1% | 6 |  | Unchanged |
| [HILTON WORLDWIDE HLDGS INC COM (HLT)](/companies/hlt.md) | Stock | $1.7k | <0.1% | 5 |  | Unchanged |
| [SIRIUSXM HOLDINGS INC COMMON STOCK (SIRI)](/companies/siri.md) | Stock | $1.6k | <0.1% | 54 |  | Added +1 |
| STATE STREET SPDR S&P BIOTECH ETF | ETF | $1.6k | <0.1% | 10 |  | New +10 |
| [AUTODESK INC COM (ADSK)](/companies/adsk.md) | Stock | $1.6k | <0.1% | 8 |  | Unchanged |
| [NEWS CORP NEW CL A (NWSA)](/companies/nwsa.md) | Stock | $1.5k | <0.1% | 62 |  | Added +1 |
| [BAKER HUGHES COMPANY CL A (BKR)](/companies/bkr.md) | Stock | $1.5k | <0.1% | 27 |  | New +27 |
| [SERVICENOW INC COM (NOW)](/companies/now.md) | Stock | $1.5k | <0.1% | 15 |  | Unchanged |
| [FORTREA HLDGS INC COMMON STOCK (FTRE)](/companies/ftre.md) | Stock | $1.5k | <0.1% | 86 |  | Unchanged |
| [ACADIA HEALTHCARE COMPANY INC COM (ACHC)](/companies/achc.md) | Stock | $1.5k | <0.1% | 50 |  | Unchanged |
| [AMERICAN INTL GROUP INC COM NEW (AIG)](/companies/aig.md) | Stock | $1.5k | <0.1% | 20 |  | Reduced −104 |
| [LIVE NATION ENTERTAINMENT INC COM (LYV)](/companies/lyv.md) | Stock | $1.5k | <0.1% | 8 |  | Unchanged |
| [AMERICAN ELEC PWR CO INC COM (AEP)](/companies/aep.md) | Stock | $1.5k | <0.1% | 11 |  | Unchanged |
| [ZOETIS INC CL A (ZTS)](/companies/zts.md) | Stock | $1.4k | <0.1% | 20 |  | New +20 |
| [TRANSDIGM GROUP INC COM (TDG)](/companies/tdg.md) | Stock | $1.4k | <0.1% | 1 |  | Unchanged |
| [COMPASS PATHWAYS PLC SPONSORED ADS (CMPS)](/companies/cmps.md) | ADR | $1.4k | <0.1% | 100 |  | Unchanged |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | ETF | $1.4k | <0.1% | 24 |  | New +24 |
| [CAL MAINE FOODS INC COM NEW (CALM)](/companies/calm.md) | Stock | $1.4k | <0.1% | 18 |  | New +18 |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | ETF | $1.4k | <0.1% | 35 |  | Unchanged |
| STATE STREET SPDR S&P RETAIL ETF | ETF | $1.4k | <0.1% | 16 |  | New +16 |
| [SHERWIN WILLIAMS CO COM (SHW)](/companies/shw.md) | Stock | $1.4k | <0.1% | 4 |  | Unchanged |
| CHUBB LIMITED COM | Stock | $1.4k | <0.1% | 4 |  | Unchanged |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | ETF | $1.4k | <0.1% | 44 |  | Reduced −3,063 |
| [FORWARD AIR CORP COM (FWRD)](/companies/fwrd.md) | Stock | $1.4k | <0.1% | 100 |  | Unchanged |
| [SYNOPSYS INC COM (SNPS)](/companies/snps.md) | Stock | $1.3k | <0.1% | 3 |  | Unchanged |
| [BLUE OWL CAPITAL INC COM CL A (OWL)](/companies/owl.md) | Stock | $1.3k | <0.1% | 150 |  | New +150 |
| [FARMLAND PARTNERS INC COM (FPI)](/companies/fpi.md) | REIT | $1.3k | <0.1% | 133 |  | Unchanged |
| WISDOMTREE INDIA EARNINGS FUND | ETF | $1.3k | <0.1% | 30 |  | New +30 |
| SCHWAB US LARGE-CAP ETF | ETF | $1.3k | <0.1% | 43 |  | New +43 |
| ALERIAN MLP ETF | ETF | $1.2k | <0.1% | 24 |  | New +24 |
| [ALLSTATE CORP COM (ALL)](/companies/all.md) | Stock | $1.2k | <0.1% | 5 |  | Unchanged |
| [INTUITIVE SURGICAL INC COM NEW (ISRG)](/companies/isrg.md) | Stock | $1.2k | <0.1% | 3 |  | Reduced −3 |
| [FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT)](/companies/frt.md) | REIT | $1.2k | <0.1% | 10 |  | Unchanged |
| [WOODSIDE ENERGY GROUP LTD SPONSORED ADR (WDS)](/companies/wds.md) | ADR | $1.2k | <0.1% | 61 |  | Unchanged |
| ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | ETF | $1.2k | <0.1% | 50 |  | New +50 |
| [LOEWS CORP COM (L)](/companies/l.md) | Stock | $1.1k | <0.1% | 10 |  | Unchanged |
| [LPL FINL HLDGS INC COM (LPLA)](/companies/lpla.md) | Stock | $1.1k | <0.1% | 4 |  | Unchanged |
| [SCHWAB CHARLES CORP COM (SCHW)](/companies/schw.md) | Stock | $1.1k | <0.1% | 12 |  | Unchanged |
| [WATERS CORP COM (WAT)](/companies/wat.md) | Stock | $1.1k | <0.1% | 3 |  | Unchanged |
| [BROADRIDGE FINL SOLUTIONS INC COM (BR)](/companies/br.md) | Stock | $1.1k | <0.1% | 8 |  | Unchanged |
| [CARLISLE COS INC COM (CSL)](/companies/csl.md) | Stock | $1.1k | <0.1% | 3 |  | Unchanged |
| [VERISK ANALYTICS INC COM (VRSK)](/companies/vrsk.md) | Stock | $1.1k | <0.1% | 6 |  | Unchanged |
| [ENBRIDGE INC COM (ENB)](/companies/enb.md) | Stock | $1.1k | <0.1% | 20 |  | New +20 |
| [HOST HOTELS & RESORTS INC COM (HST)](/companies/hst.md) | REIT | $1.1k | <0.1% | 46 |  | Added +1 |
| [PTC INC COM (PTC)](/companies/ptc.md) | Stock | $1.0k | <0.1% | 9 |  | Unchanged |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | Stock | $1.0k | <0.1% | 48 |  | Unchanged |
| [CONSTELLATION ENERGY CORP COM (CEG)](/companies/ceg.md) | Stock | $1.0k | <0.1% | 4 |  | Unchanged |
| [TAKE-TWO INTERACTIVE SOFTWARE COM (TTWO)](/companies/ttwo.md) | Stock | $1.0k | <0.1% | 4 |  | Unchanged |
| [BXP INC COM (BXP)](/companies/bxp.md) | REIT | $995 | <0.1% | 15 |  | New +15 |
| [TRIMBLE INC COM (TRMB)](/companies/trmb.md) | Stock | $972 | <0.1% | 19 |  | Unchanged |
| ROYAL CARIBBEAN GROUP COM | Stock | $970 | <0.1% | 3 |  | Unchanged |
| [WESTERN UN CO COM (WU)](/companies/wu.md) | Stock | $970 | <0.1% | 126 |  | Added +4 |
| [KENVUE INC COM (KVUE)](/companies/kvue.md) | Stock | $956 | <0.1% | 50 |  | New +50 |
| [ARES CAPITAL CORP COM (ARCC)](/companies/arcc.md) | CEF | $951 | <0.1% | 51 |  | Added +1 |
| [TILRAY BRANDS INC COM (TLRY)](/companies/tlry.md) | Stock | $938 | <0.1% | 209 |  | Unchanged |
| [AUTOMATIC DATA PROCESSING INC COM (ADP)](/companies/adp.md) | Stock | $928 | <0.1% | 4 |  | Unchanged |
| [UDR INC COM (UDR)](/companies/udr.md) | REIT | $897 | <0.1% | 22 |  | Unchanged |
| [OLD DOMINION FREIGHT LINE INC COM (ODFL)](/companies/odfl.md) | Stock | $875 | <0.1% | 4 |  | Unchanged |
| ISHARES MSCI EUROZONE ETF | ETF | $869 | <0.1% | 13 |  | New +13 |
| [STRATEGY INC CL A NEW (MSTR)](/companies/mstr.md) | Stock | $869 | <0.1% | 10 |  | Unchanged |
| STERIS PLC SHS USD | Stock | $856 | <0.1% | 4 |  | Unchanged |
| STRATASYS LTD SHS | Stock | $856 | <0.1% | 100 |  | Unchanged |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | $849 | <0.1% | 16 |  | New +16 |
| [IONQ INC COM (IONQ)](/companies/ionq.md) | Stock | $799 | <0.1% | 15 |  | New +15 |
| [IQVIA HLDGS INC COM (IQV)](/companies/iqv.md) | Stock | $773 | <0.1% | 4 |  | Unchanged |
| UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | ETF | $729 | <0.1% | 14 |  | Unchanged |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | ETF | $727 | <0.1% | 32 |  | New +32 |
| [EDWARDS LIFESCIENCES CORP COM (EW)](/companies/ew.md) | Stock | $724 | <0.1% | 8 |  | Unchanged |
| SCHWAB MORTGAGE-BACKED SECURITIES ETF | ETF | $715 | <0.1% | 28 |  | New +28 |
| [V F CORP COM (VFC)](/companies/vfc.md) | Stock | $693 | <0.1% | 42 |  | Added +1 |
| [REPUBLIC SVCS INC COM (RSG)](/companies/rsg.md) | Stock | $648 | <0.1% | 3 |  | Unchanged |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $646 | <0.1% | 5 |  | Unchanged |
| [NIO INC SPON ADS (NIO)](/companies/nio.md) | ADR | $633 | <0.1% | 125 |  | Unchanged |
| [DEXCOM INC COM (DXCM)](/companies/dxcm.md) | Stock | $606 | <0.1% | 9 |  | Unchanged |
| [BOSTON SCIENTIFIC CORP COM (BSX)](/companies/bsx.md) | Stock | $598 | <0.1% | 14 |  | Reduced −41 |
| [PELOTON INTERACTIVE INC CL A COM (PTON)](/companies/pton.md) | Stock | $591 | <0.1% | 100 |  | Unchanged |
| SCHWAB FUNDAMENTAL US SMALL COMPANY ETF | ETF | $572 | <0.1% | 15 |  | Added +6 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | ETF | $569 | <0.1% | 23 |  | New +23 |
| WARNER BROS DISCOVERY INC COM SER A | Stock | $533 | <0.1% | 20 |  | Unchanged |
| [HECLA MINING COMPANY COM (HL)](/companies/hl.md) | Stock | $526 | <0.1% | 34 |  | Unchanged |
| [APA CORPORATION COM (APA)](/companies/apa.md) | Stock | $520 | <0.1% | 16 |  | Unchanged |
| [TRACTOR SUPPLY CO COM (TSCO)](/companies/tsco.md) | Stock | $490 | <0.1% | 16 |  | Added +1 |
| [TRUMP MEDIA & TECHNOLOGY GROUP COM (DJT)](/companies/djt.md) | Stock | $441 | <0.1% | 57 |  | Unchanged |
| OCCIDENTAL PETE CORP WT EXP 080327 | Stock | $426 | <0.1% | 16 |  | Unchanged |
| MAGNUM ICE CREAM CO NV ORD SHS | Stock | $418 | <0.1% | 24 |  | Unchanged |
| VANECK MORNINGSTAR WIDE MOAT ETF | ETF | $416 | <0.1% | 4 |  | New +4 |
| [1 800 FLOWERS COM INC CL A (FLWS)](/companies/flws.md) | Stock | $383 | <0.1% | 110 |  | Unchanged |
| [SBA COMMUNICATIONS CORP CL A (SBAC)](/companies/sbac.md) | REIT | $365 | <0.1% | 2 |  | Unchanged |
| INVESCO AEROSPACE & DEFENSE ETF | ETF | $356 | <0.1% | 2 |  | Unchanged |
| SCHWAB US REIT ETF | ETF | $334 | <0.1% | 14 |  | New +14 |
| [INSULET CORP COM (PODD)](/companies/podd.md) | Stock | $305 | <0.1% | 2 |  | Unchanged |
| [KYNDRYL HLDGS INC COMMON STOCK (KD)](/companies/kd.md) | Stock | $294 | <0.1% | 26 |  | Unchanged |
| [JIAYIN GROUP INC SPONSORED ADS (JFIN)](/companies/jfin.md) | ADR | $286 | <0.1% | 100 |  | New +100 |
| [PHREESIA INC COM (PHR)](/companies/phr.md) | Stock | $257 | <0.1% | 25 |  | New +25 |
| [ALGOMA STL GROUP INC COM (ASTL)](/companies/astl.md) | Stock | $208 | <0.1% | 51 |  | Unchanged |
| [IOVANCE BIOTHERAPEUTICS INC COM (IOVA)](/companies/iova.md) | Stock | $204 | <0.1% | 49 |  | Unchanged |
| [RIGETTI COMPUTING INC COMMON STOCK (RGTI)](/companies/rgti.md) | Stock | $193 | <0.1% | 10 |  | New +10 |
| [BRIGHTHOUSE FINL INC COM (BHF)](/companies/bhf.md) | Stock | $190 | <0.1% | 3 |  | Unchanged |
| SCHWAB US TIPS ETF | ETF | $160 | <0.1% | 6 |  | New +6 |
| [MILLROSE PPTYS INC COM CL A (MRP)](/companies/mrp.md) | REIT | $90 | <0.1% | 3 |  | Unchanged |
| [VERALTO CORP COM SHS (VLTO)](/companies/vlto.md) | Stock | $89 | <0.1% | 1 |  | Unchanged |
| ANTELOPE ENTERPRISE HLDGS LTD SHS NEW CL A | Stock | $86 | <0.1% | 84 |  | New +84 |
| [PRAIRIE OPER CO COM (PROP)](/companies/prop.md) | Stock | $72 | <0.1% | 100 |  | Unchanged |
| [SANOFI SA SPONSORED ADR (SNY)](/companies/sny.md) | ADR | $65 | <0.1% | 2 |  | Reduced −124 |
| [VERSANT MEDIA GROUP INC COM CL A (VSNT)](/companies/vsnt.md) | Stock | $36 | <0.1% | 1 |  | Reduced −25 |
| [NOKIA CORP SPONSORED ADR (NOK)](/companies/nok.md) | ADR | $27 | <0.1% | 2 |  | Unchanged |
| [C3 AI INC CL A (AI)](/companies/ai.md) | Stock | $7 | <0.1% | 1 |  | Unchanged |
| [FS KKR CAP CORP COM (FSK)](/companies/fsk.md) | CEF | $7 | <0.1% | 1 |  | Reduced −2,117 |
| INVESCO S&P 100 EQUAL WEIGHT ETF | ETF | $53 | <0.1% | 0 |  | New 0 |

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ACUITY INC COM (AYI)](/companies/ayi.md) | Stock | $0 | 0.0% | 0 |  | Sold out −28 |
| [ALIGN TECHNOLOGY INC COM (ALGN)](/companies/algn.md) | Stock | $0 | 0.0% | 0 |  | Sold out −36 |
| [AMERIS BANCORP COM (ABCB)](/companies/abcb.md) | Stock | $0 | 0.0% | 0 |  | Sold out −87 |
| [APOLLO GLOBAL MGMT INC COM (APO)](/companies/apo.md) | Stock | $0 | 0.0% | 0 |  | Sold out −123 |
| [AVIENT CORPORATION COM (AVNT)](/companies/avnt.md) | Stock | $0 | 0.0% | 0 |  | Sold out −144 |
| [BAIDU INC SPON ADR REP A (BIDU)](/companies/bidu.md) | ADR | $0 | 0.0% | 0 |  | Sold out −63 |
| [BALCHEM CORP COM (BCPC)](/companies/bcpc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −29 |
| [BARINGS BDC INC COM (BBDC)](/companies/bbdc.md) | CEF | $0 | 0.0% | 0 |  | Sold out −1,486 |
| [BRIXMOR PPTY GROUP INC COM (BRX)](/companies/brx.md) | REIT | $0 | 0.0% | 0 |  | Sold out −271 |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −11 |
| CARNIVAL CORP COMMON STOCK | Stock | $0 | 0.0% | 0 |  | Sold out −359 |
| [CDW CORP COM (CDW)](/companies/cdw.md) | Stock | $0 | 0.0% | 0 |  | Sold out −89 |
| [CHAMPION HOMES INC COM (SKY)](/companies/sky.md) | Stock | $0 | 0.0% | 0 |  | Sold out −60 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | $0 | 0.0% | 0 |  | Sold out −102 |
| [COGNEX CORP COM (CGNX)](/companies/cgnx.md) | Stock | $0 | 0.0% | 0 |  | Sold out −50 |
| [COGNIZANT TECHNOLOGY SOLUTIONS CL A (CTSH)](/companies/ctsh.md) | Stock | $0 | 0.0% | 0 |  | Sold out −83 |
| [COHEN & STEERS INC COM (CNS)](/companies/cns.md) | Stock | $0 | 0.0% | 0 |  | Sold out −63 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,293 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,119 |
| DIMENSIONAL U.S. SMALL CAP ETF | ETF | $0 | 0.0% | 0 |  | Sold out −903 |
| [DOCUSIGN INC COM (DOCU)](/companies/docu.md) | Stock | $0 | 0.0% | 0 |  | Sold out −430 |
| DUPONT DE NEMOURS INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −684 |
| EXXON MOBIL CORP COM | Stock | $0 | 0.0% | 0 |  | Sold out −5,965 |
| [FERGUSON ENTERPRISES INC COMMON STOCK NEW (FERG)](/companies/ferg.md) | Stock | $0 | 0.0% | 0 |  | Sold out −116 |
| FIDELITY LOW DURATION BOND FACTOR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,177 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ETF | $0 | 0.0% | 0 |  | Sold out −6 |
| FIDELITY VALUE FACTOR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −6 |
| FIRST TRUST CLOUD COMPUTING ETF | ETF | $0 | 0.0% | 0 |  | Sold out −27 |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | ETF | $0 | 0.0% | 0 |  | Sold out −137 |
| [FORTINET INC COM (FTNT)](/companies/ftnt.md) | Stock | $0 | 0.0% | 0 |  | Sold out −360 |
| FRANKLIN DYNAMIC MUNICIPAL BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −8 |
| FRANKLIN SYSTEMATIC STYLE PREMIA ETF | ETF | $0 | 0.0% | 0 |  | Sold out −10 |
| FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER | ETF | $0 | 0.0% | 0 |  | Sold out −200 |
| [HALOZYME THERAPEUTICS INC COM (HALO)](/companies/halo.md) | Stock | $0 | 0.0% | 0 |  | Sold out −100 |
| HARTFORD MUNICIPAL OPPORTUNITIES ETF | ETF | $0 | 0.0% | 0 |  | Sold out −10 |
| HONEYWELL INTL INC COM | Stock | $0 | 0.0% | 0 |  | Sold out −244 |
| [HORACE MANN EDUCATORS CORP NEW COM (HMN)](/companies/hmn.md) | Stock | $0 | 0.0% | 0 |  | Sold out −120 |
| [ICF INTL INC COM (ICFI)](/companies/icfi.md) | Stock | $0 | 0.0% | 0 |  | Sold out −30 |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | ETF | $0 | 0.0% | 0 |  | Sold out −5 |
| INVESCO S&P 500 MOMENTUM ETF | ETF | $0 | 0.0% | 0 |  | Sold out −131 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −35 |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −73 |
| [ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST (IAUM)](/companies/iaum.md) | ETF | $0 | 0.0% | 0 |  | Sold out −7 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −19 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −74 |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −12 |
| ISHARES U.S. INFRASTRUCTURE ETF | ETF | $0 | 0.0% | 0 |  | Sold out −34 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −28 |
| JPMORGAN CORE PLUS BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,926 |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −4 |
| [LEIDOS HOLDINGS INC COM (LDOS)](/companies/ldos.md) | Stock | $0 | 0.0% | 0 |  | Sold out −65 |
| [LINCOLN ELEC HLDGS INC COM (LECO)](/companies/leco.md) | Stock | $0 | 0.0% | 0 |  | Sold out −97 |
| [LITHIA MTRS INC COM (LAD)](/companies/lad.md) | Stock | $0 | 0.0% | 0 |  | Sold out −14 |
| [MAGNOLIA OIL & GAS CORP CL A (MGY)](/companies/mgy.md) | Stock | $0 | 0.0% | 0 |  | Sold out −216 |
| [MATADOR RES CO COM (MTDR)](/companies/mtdr.md) | Stock | $0 | 0.0% | 0 |  | Sold out −110 |
| [MEDPACE HLDGS INC COM (MEDP)](/companies/medp.md) | Stock | $0 | 0.0% | 0 |  | Sold out −18 |
| [MERCADOLIBRE INC COM (MELI)](/companies/meli.md) | Stock | $0 | 0.0% | 0 |  | Sold out 0 |
| [NATIONAL FUEL GAS CO COM (NFG)](/companies/nfg.md) | Stock | $0 | 0.0% | 0 |  | Sold out −26 |
| [NOVARTIS AG SPONSORED ADR (NVS)](/companies/nvs.md) | ADR | $0 | 0.0% | 0 |  | Sold out −49 |
| [OREILLY AUTOMOTIVE INC COM (ORLY)](/companies/orly.md) | Stock | $0 | 0.0% | 0 |  | Sold out −150 |
| [PAPA JOHNS INTL INC COM (PZZA)](/companies/pzza.md) | Stock | $0 | 0.0% | 0 |  | Sold out −432 |
| PEAKSTONE REALTY TRUST COMMON SHARES | REIT | $0 | 0.0% | 0 |  | Sold out −1,124 |
| [PHOTRONICS INC COM (PLAB)](/companies/plab.md) | Stock | $0 | 0.0% | 0 |  | Sold out −147 |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | ETF | $0 | 0.0% | 0 |  | Sold out −7 |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | ETF | $0 | 0.0% | 0 |  | Sold out −9 |
| PRINCIPAL ACTIVE HIGH YIELD ETF | ETF | $0 | 0.0% | 0 |  | Sold out −1,458 |
| [ROPER TECHNOLOGIES INC COM (ROP)](/companies/rop.md) | Stock | $0 | 0.0% | 0 |  | Sold out −35 |
| [RYMAN HOSPITALITY PPTYS INC COM (RHP)](/companies/rhp.md) | REIT | $0 | 0.0% | 0 |  | Sold out −55 |
| [SAP SE SPON ADR (SAP)](/companies/sap.md) | ADR | $0 | 0.0% | 0 |  | Sold out −36 |
| SEALED AIR CORP NEW COM | Stock | $0 | 0.0% | 0 |  | Sold out −5,242 |
| [SONY GROUP CORP SPONSORED ADR (SONY)](/companies/sony.md) | ADR | $0 | 0.0% | 0 |  | Sold out −370 |
| [SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST (GLDM)](/companies/gldm.md) | ETF | $0 | 0.0% | 0 |  | Sold out −648 |
| [SS&C TECH HLDGS COM (SSNC)](/companies/ssnc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −107 |
| [STAG INDUSTRIAL INC COM (STAG)](/companies/stag.md) | REIT | $0 | 0.0% | 0 |  | Sold out −163 |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | ETF | $0 | 0.0% | 0 |  | Sold out −4 |
| [UNILEVER PLC SPON ADR NEW (UL)](/companies/ul.md) | ADR | $0 | 0.0% | 0 |  | Sold out −109 |
| VANECK IG FLOATING RATE ETF | ETF | $0 | 0.0% | 0 |  | Sold out −54 |
| VANGUARD MEGA CAP GROWTH ETF | ETF | $0 | 0.0% | 0 |  | Sold out −208 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | $0 | 0.0% | 0 |  | Sold out −346 |
| VANGUARD U.S. MULTIFACTOR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −2 |
| VANGUARD U.S. QUALITY FACTOR ETF | ETF | $0 | 0.0% | 0 |  | Sold out −508 |
| [VULCAN MATLS CO COM (VMC)](/companies/vmc.md) | Stock | $0 | 0.0% | 0 |  | Sold out −30 |
| [WW GRAINGER INC COM (GWW)](/companies/gww.md) | Stock | $0 | 0.0% | 0 |  | Sold out −23 |

Source: SEC EDGAR, Form 13F-HR, accession 0002088236-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.