Ascentis Independent Advisors

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Ascentis Independent Advisors reported 2,016 stock positions worth $1.3 billion. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 2.2%). Compared with Q4 2025, it opened 1,528 new positions, sold out of 5, added to 399 and reduced 81. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +724%) and the biggest sale Salesforce (CRM, shares −6%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001845003
Portfolio Value
$1.3B (Q1 2026)
SEC Filing
0001845003-26-000004 ↗ filed Apr 28, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q2 2024: $480.2M Q2 2024 Q3 2024: $640.5M Q3 2024 Q4 2024: $523.4M Q4 2024 Q1 2025: $505.2M Q1 2025 Q2 2025: $540.1M Q2 2025 Q3 2025: $593.0M Q3 2025 Q4 2025: $619.8M Q4 2025 Q1 2026: $1.3B $1.3B Q1 2026 Q2 2026: $37.1M Q2 2026

Holdings 2,016 stocks · $1.3B
NVDA Nvidia Corp. 5.45% 413,245 $72.1M Add +97.9%
AAPL Apple Inc. 4.75% 247,516 $62.8M Add +133.8%
MSFT Microsoft Corp. 2.19% 78,250 $29.0M Add +80.1%
AMZN Amazon.com Inc. 1.90% 120,366 $25.1M Add +90.0%
GOOGL Alphabet Inc. Class A 1.62% 74,478 $21.4M Add +38.1%
AGG iShares Core U.S. Aggregate 1.45% 193,277 $19.2M Add +101.5%
AVGO Broadcom Inc. 1.32% 56,265 $17.4M Add +54.5%
IVV iShares Core S&P 500 ETF 1.14% 23,105 $15.1M Add +139.0%
VOO Vanguard S&P 500 ETF 1.13% 25,057 $15.0M Add +87.0%
JPM JPMorgan Chase & Co. 1.06% 47,620 $14.0M Add +49.3%
SCHD Schwab US DVD Equity ETF 1.04% 447,956 $13.7M Add +723.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.00% 285,275 $13.2M Add +473.6%
BRK.B Berkshire Hathaway Inc. Class B 0.98% 27,084 $13.0M Add +91.6%
QQQ Invesco QQQ Trust Series 1 0.92% 21,164 $12.2M Add +81.5%
USFR Wisdomtree Floating Rate Tre 0.82% 214,730 $10.8M Add +4139.5%
TSLA Tesla Inc. 0.80% 28,413 $10.6M Add +99.1%
XOM Exxon Mobil Corp. 0.77% 60,187 $10.2M Add +87.1%
GILD Gilead Sciences Inc. 0.73% 69,520 $9.7M New
COST Costco Wholesale Corp. 0.70% 9,314 $9.3M Add +152.6%
META Meta Platforms Inc. Class A 0.69% 15,987 $9.1M Add +57.4%
JNJ Johnson & Johnson 0.67% 36,150 $8.8M Add +57.7%
SGOV iShares 0-3 Month Treasury B 0.66% 86,908 $8.7M Add +162.9%
WMT Walmart Inc. 0.64% 68,249 $8.5M Add +40.5%
CVX Chevron Corp. 0.63% 40,109 $8.3M Add +132.1%
DGRW Wisdomtree U.S. Quality Divi 0.63% 94,093 $8.3M Add +238.8%
ABBV Abbvie Inc. 0.61% 36,793 $8.0M Add +85.5%
VGSH Vanguard Short-Term Treasury 0.58% 131,739 $7.7M Add +95.4%
RTX RTX Corp. 0.56% 38,379 $7.4M Add +16.6%
V Visa Inc. Class A 0.54% 23,761 $7.2M Add +83.4%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.53% 120,101 $7.0M Add +984.3%
PLTR Palantir Technologies Inc. Class A 0.52% 46,962 $6.9M Add +96.5%
LLY Eli Lilly & Co. 0.52% 7,432 $6.8M Add +110.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 27,639 $6.7M Add +90.8%
GOOG Alphabet Inc. Class C 0.49% 22,667 $6.5M Add +170.7%
TSM Taiwan Semiconductor-SP ADR 0.48% 18,918 $6.4M Add +121.9%
HD Home Depot Inc. 0.47% 19,011 $6.3M Add +102.8%
CAT Caterpillar Inc. 0.43% 8,054 $5.7M Add +78.1%
GOVT iShares US Treasury Bond ETF 0.43% 246,398 $5.6M Add +940.6%
TLTW iShares 20+ Bond Buywrite 0.42% 245,150 $5.5M Add +105.0%
PTLC Pacer Trendpilot US Large Ca 0.40% 101,891 $5.3M New
AMD Advanced Micro Devices 0.40% 25,936 $5.3M Add +159.0%
MO Altria Group Inc. 0.40% 79,580 $5.3M Add +344.3%
BSV Vanguard Short-Term Bond ETF 0.40% 66,709 $5.2M Add +126.4%
NFLX Netflix Inc. 0.39% 54,262 $5.2M Add +20.9%
WINN Harbor Long-Term Growers ETF 0.39% 184,254 $5.1M Add +144.2%
PHYS Sprott Physical Gold Trust 0.38% 141,489 $5.0M New
FBND Fidelity Total Bond ETF 0.38% 109,674 $5.0M Add +63.7%
NEE Nextera Energy Inc. 0.38% 53,614 $5.0M Add +105.9%
NOBL Proshares S&P 500 Dividend A 0.37% 46,493 $4.9M Add +237.7%
BBUS JPMorgan Betabuilders US Equ 0.36% 40,975 $4.8M New
AMGN Amgen Inc. 0.36% 13,541 $4.8M Add +153.2%
SDVY First Trust Smid Cap Rising 0.36% 120,647 $4.8M Add +112.3%
RSP Invesco S&P 500 Equal Weight 0.35% 24,425 $4.7M Add +190.4%
VTI VG Morningstar TS MKT ETF-US 0.35% 14,418 $4.6M Add +403.3%
XLE SS Energy Select Sector 0.35% 75,323 $4.6M Add +125.3%
VZ Verizon Communications Inc. 0.35% 91,372 $4.6M Add +101.2%
JAAA Janus Henderson Aaa Clo ETF 0.35% 91,044 $4.6M Add +52.3%
QUAL iShares MSCI USA Quality Fac 0.35% 23,839 $4.6M Add +2149.0%
CSCO Cisco Systems Inc. 0.34% 58,439 $4.5M Add +83.3%
IWB iShares Russell 1000 ETF 0.34% 12,600 $4.5M Add +647.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 91,711 $4.5M Add +29.1%
DIVO Amplify CWP Enhan Divid ETF 0.34% 99,253 $4.5M Add +7.3%
PTY PIMCO Corporate & Income Opp 0.34% 368,364 $4.4M Add +109.5%
MCD McDonald's Corp. 0.33% 14,148 $4.4M Add +40.6%
MUB iShares National Muni Bond E 0.32% 40,164 $4.3M Add +1874.6%
MRK Merck & Co. Inc. 0.31% 34,368 $4.1M Add +40.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 6,275 $4.1M Add +400.8%
IWP iShares Russell Mid-Cap Grow 0.29% 29,877 $3.8M Add +77.0%
PYLD PIMCO Multisector Bond Actv 0.29% 144,350 $3.8M Add +65.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 23,331 $3.7M Add +76.9%
IAU iShares Gold Trust 0.28% 42,200 $3.7M Add +83.9%
VEA Vanguard Ftse Developed ETF 0.28% 57,801 $3.7M Add +299.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.28% 18,869 $3.7M Add +60.0%
CRM Salesforce Inc. 0.28% 19,518 $3.6M Reduce -5.6%
DSL Doubleline Income Solutions 0.27% 334,023 $3.6M Add +115.5%
XLK SS Technology Select Sector 0.27% 27,200 $3.6M Add +38.4%
PCAR Paccar Inc. 0.27% 31,195 $3.6M New
VUG Vanguard Mrngstar GR ETF-Sui 0.27% 8,133 $3.6M Add +48.1%
FLOT iShares Floating Rate Bond E 0.27% 69,438 $3.5M Add +50.1%
NULG Nuveen ESG LRG-Cap GRW ETF 0.26% 38,015 $3.5M Add +281.8%
SHY iShares 1-3 Year Treasury Bo 0.26% 41,639 $3.4M Add +72.0%
AXP American Express Co. 0.26% 11,349 $3.4M Add +234.6%
VEU Vanguard Ftse All-World Ex-U 0.26% 45,492 $3.4M Add +311.0%
USHY iShares Broad Usd High Yield 0.25% 91,164 $3.4M Add +106.1%
JPST JPMorgan Ultra-Short Income 0.25% 66,060 $3.3M Add +129.5%
RDIV Invesco S&P Ultra Dividend 0.25% 59,597 $3.3M Reduce -1.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.25% 10,959 $3.3M Add +663.2%
VRIG Invesco Variable Rate Invest 0.25% 130,512 $3.3M New
C Citigroup Inc. 0.25% 28,743 $3.3M Add +66.3%
IJR iShares Core S&P Small-Cap E 0.25% 26,098 $3.2M Add +174.3%
MTUM iShares MSCI USA Momentum Fa 0.23% 12,833 $3.1M Add +135.1%
SCHW Schwab (charles) Corp. 0.23% 32,681 $3.1M Add +75.1%
GLD SPDR Gold Shares 0.23% 7,113 $3.1M Add +192.4%
WFC Wells Fargo & Co. 0.23% 38,425 $3.1M Add +10.0%
T AT&T Inc. 0.23% 104,487 $3.0M Add +57.6%
USMV iShares MSCI USA Min Vol Fac 0.23% 32,429 $3.0M Add +104.5%
IDMO Invesco S&P International DE 0.22% 53,807 $3.0M New
PM Philip Morris International 0.22% 17,820 $2.9M Add +97.1%
MCK McKesson Corp. 0.22% 3,388 $2.9M Add +55.6%
SMH Vaneck Semiconductor ETF 0.22% 7,634 $2.9M Add +97.3%
AGGY Wisdomtree Yield Enhanced US 0.22% 67,064 $2.9M Add +68.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.22% 9,633 $2.9M Add +92.0%
IBHF iShares Ibond 2026 HY & Inc. 0.22% 126,633 $2.9M Add +133.1%
SRLN SS Blackstone Sr Loan ETF 0.22% 72,124 $2.9M Add +95.5%
IEFA iShares Core MSCI Eafe ETF 0.22% 31,942 $2.9M Add +130.8%
KO The Coca-Cola Co. 0.22% 37,850 $2.9M Add +81.2%
LMT Lockheed Martin Corp. 0.22% 4,727 $2.9M Add +90.9%
PG The Procter & Gamble Co. 0.21% 19,462 $2.8M Add +98.9%
KVLE Kraneshares Value Line Dynam 0.21% 112,724 $2.8M Add +206.6%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.21% 2,069 $2.7M Add +86.7%
BLK BlackRock Inc. 0.21% 2,839 $2.7M Add +53.0%
MBB iShares MBS ETF 0.21% 28,680 $2.7M Add +937.3%
UPRO Proshares Ultrapro S&P 500 0.21% 27,940 $2.7M Add +96.5%
EMB iShares JP Morgan Usd Emergi 0.20% 28,442 $2.7M Add +188.2%
QCOM Qualcomm Inc. 0.20% 20,656 $2.7M Add +81.7%
BKLN Invesco Senior Loan ETF 0.20% 129,821 $2.6M Add +148.4%
JEPI JPMorgan Equity Premium Inco 0.20% 46,188 $2.6M Add +1005.8%
TMO Thermo Fisher Scientific Inc. 0.20% 5,319 $2.6M Add +101.9%
JBND JPMorgan Active Bond ETF 0.20% 47,923 $2.6M Add +119.2%
LOW Lowe's Cos Inc. 0.19% 10,889 $2.6M Add +132.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.19% 33,571 $2.6M Add +103.9%
COP Conocophillips 0.19% 19,399 $2.6M Add +27.6%
O Realty Income Corp. 0.19% 41,598 $2.5M Add +150.7%
DUK Duke Energy Corp. 0.19% 19,415 $2.5M Add +45.2%
EPD Enterprise Products Partners 0.19% 66,519 $2.5M Add +59.3%
GS Goldman Sachs Group Inc. 0.19% 2,926 $2.5M Add +78.0%
BA The Boeing Co. 0.19% 12,322 $2.5M Add +104.2%
JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F 0.18% 48,969 $2.4M New
JGRO JPMorgan Active Growth ETF 0.18% 28,096 $2.4M New
EMLP First Trust North American E 0.18% 54,188 $2.4M New
MU Micron Technology Inc. 0.18% 6,961 $2.4M Add +190.2%
MA Mastercard Inc. Class A 0.18% 4,642 $2.3M Add +90.3%
JMUB JPMorgan Municipal ETF 0.17% 45,486 $2.3M Add +239.5%
SPXT Proshares S&P 500 Ex-Technol 0.17% 22,443 $2.3M Add +87.3%
MS Morgan Stanley 0.17% 13,766 $2.3M Add +21.8%
TDI Touchstone Dynamic Intl ETF 0.17% 54,453 $2.2M New
WCMI FT WCM International ETF 0.17% 133,421 $2.2M Add +124.9%
SPDN Dir DLY SP 500 BR 1X ETF-Usi 0.17% 223,814 $2.2M New
JIRE JPMorgan Int Res Enh Eqty 0.17% 29,401 $2.2M New
SO The Southern Co. 0.17% 23,067 $2.2M Add +65.9%
UBER Uber Technologies Inc. 0.17% 30,918 $2.2M Add +141.0%
NOC Northrop Grumman Corp. 0.17% 3,246 $2.2M Add +142.8%
SPGP Invesco S&P 500 Garp ETF 0.17% 20,341 $2.2M New
HBTA Horizon Expedition Plus ETF 0.16% 80,807 $2.2M New
GD General Dynamics Corp. 0.16% 6,270 $2.2M Add +15.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.16% 7,470 $2.1M Add +272.8%
GEV GE Vernova Inc. 0.16% 2,456 $2.1M Add +64.3%
IWF iShares Russell 1000 Growth 0.16% 4,933 $2.1M Add +105.5%
HEFA Isha Curr Hedged MSCI Eafe 0.16% 49,439 $2.1M Add +21.8%
BIV Vanguard Intermediate-Term B 0.16% 27,211 $2.1M Add +172.1%
COWZ Pacer US Cash Cows 100 ETF 0.16% 33,571 $2.1M Add +513.1%
HON Honeywell International Inc. 0.16% 9,152 $2.1M Add +108.6%
UNP Union Pacific Corp. 0.16% 8,493 $2.1M Add +70.2%
PXH Inves Rafi Emer MRKT-Usd Inc. 0.16% 76,281 $2.1M New
SMOT Vaneck Morningstar Smid Moat 0.15% 57,978 $2.0M New
IEI iShares 3-7 Year Treasury Bo 0.15% 17,109 $2.0M Add +30.9%
BOXX Alpha Architect 1-3 MNTH Box 0.15% 17,125 $2.0M Add +215.7%
ED Consolidated Edison Inc. 0.15% 17,568 $2.0M Add +204.9%
MINO PIMCO Municipal Income Oppor 0.15% 43,499 $2.0M Add +271.3%
PIT Vaneck Commodity Strat ETF 0.15% 27,134 $2.0M New
PFE Pfizer Inc. 0.15% 69,810 $2.0M Add +106.3%
ABT Abbott Laboratories 0.15% 18,945 $1.9M Add +132.4%
PANW Palo Alto Networks Inc. 0.15% 12,068 $1.9M Add +83.0%
VCLT Vanguard Long-Term Corp. Bond 0.15% 25,872 $1.9M Add +120.0%
LMBS First Trust Low Duration Opp 0.15% 38,759 $1.9M Add +80.0%
PEP Pepsico Inc. 0.14% 12,064 $1.9M Add +169.7%
DE Deere & Co. 0.14% 3,310 $1.9M Add +124.1%
IQSI Nylim Cndrm Intrnt Eq ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.14% 52,852 $1.9M New
PAVE Global X US Infrastructure 0.14% 36,593 $1.9M New
TXN Texas Instruments Inc. 0.14% 9,514 $1.8M Add +49.1%
WMB Williams Cos Inc. 0.14% 25,331 $1.8M Add +83.7%
ORCL Oracle Corp. 0.14% 12,474 $1.8M Add +61.9%
MMM 3M Co. 0.14% 12,565 $1.8M Add +375.1%
EZU iShares MSCI Eurozone ETF 0.14% 29,074 $1.8M New
NUE Nucor Corp. 0.14% 10,743 $1.8M Add +599.9%
UDOW Proshares Ultrapro DOW30 0.14% 36,183 $1.8M Add +95.8%
BOND PIMCO Active Bond Exchange-T 0.14% 19,659 $1.8M Add +54.9%
SCHG Schwab US Large-Cap Growth 0.14% 61,927 $1.8M Add +25.0%
MIRM Mirum Pharmaceuticals Inc. 0.14% 19,380 $1.8M No change
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.13% 36,026 $1.8M Add +189.1%
FCX Freeport-McMoran Inc. 0.13% 30,322 $1.8M Add +93.6%
CB Chubb Ltd. 0.13% 5,460 $1.8M Add +141.8%
SYSB iShares Systematic Bond ETF 0.13% 19,854 $1.8M New
SPG Simon Property Group Inc. 0.13% 9,471 $1.8M Add +45.7%
TDV Proshares S&P Tech DVD Arist 0.13% 20,333 $1.7M Add +332.6%
JAVA JPMorgan Active Value ETF 0.13% 23,398 $1.7M New
IVLU iShares MSCI International V 0.13% 42,307 $1.7M Add +551.1%
LIN Linde PLC 0.13% 3,360 $1.7M Add +96.4%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.12% 3,536 $1.6M Reduce -11.3%
SCCO Southern Copper Corp. 0.12% 9,429 $1.6M New
IWR iShares Russell Mid-Cap ETF 0.12% 16,596 $1.6M Add +122.0%
THRO iShares U.S. Thematic Rotati 0.12% 44,288 $1.6M New
SPLV Invesco S&P 500 Low Volatili 0.12% 21,691 $1.6M Add +153.5%
ETN Eaton Corp. PLC 0.12% 4,434 $1.6M Add +53.3%
PTRB Pgim Total Return Bond ETF 0.12% 38,081 $1.6M Add +226.0%
TMUS T-Mobile US Inc. 0.12% 7,419 $1.6M Add +55.0%
FTLS First Trust Long/Short Eqty 0.12% 22,131 $1.6M Add +138.2%
IVE iShares S&P 500 Value ETF 0.12% 7,350 $1.6M Add +111.5%
CATY Cathay General Bancorp 0.12% 30,815 $1.5M New
CRWD CrowdStrike Holdings Inc. Class A 0.12% 3,930 $1.5M Add +51.1%
ALL Allstate Corp. 0.11% 7,270 $1.5M Add +56.7%
OKE Oneok Inc. 0.11% 16,591 $1.5M Add +86.0%
XLF SS Financial Select Sector 0.11% 30,354 $1.5M Add +46.1%
SPHD Invesco S&P 500 High Dividen 0.11% 29,886 $1.5M New
CASY Casey's General Stores Inc. 0.11% 2,026 $1.5M Add +183.4%
BUFR FT Vest Lad Buffervetf-Usd I 0.11% 42,923 $1.4M Add +115.3%
GSST Goldman Sachs Ultra Short Bo 0.11% 28,567 $1.4M Add +30.4%
BRK.A Berkshire Hathaway Inc. Class A 0.11% 2 $1.4M Add +100.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.11% 28,769 $1.4M Add +37.3%
IJH iShares Core S&P Midcap ETF 0.11% 21,120 $1.4M Add +45.7%
IUSV iShares Core S&P U.S. Value 0.11% 13,895 $1.4M Add +1.9%
CTRE Caretrust REIT Inc. 0.11% 38,659 $1.4M Reduce -2.1%
SHLD Global X Defense Tech ETF 0.11% 19,979 $1.4M New
DTCR Global X Data Center & Digit 0.11% 58,466 $1.4M New
VCIT Vanguard Int-Term Corporate 0.11% 16,886 $1.4M Add +97.1%
JBL Jabil Inc. 0.11% 5,260 $1.4M Add +98.2%
TWO Two Harbors Investment Corp. 0.11% 121,583 $1.4M Add +66.8%
USO United States Oil Fund LP 0.10% 10,898 $1.4M Add +111.2%
COR Cencora Inc. 0.10% 4,399 $1.4M Add +109.0%
BBAG JPMorgan Betabuilders US Agg 0.10% 29,824 $1.4M New
AZN Astrazeneca PLC 0.10% 6,938 $1.4M Add +61.5%
HUSV FT Horizon MNGD Vol Dom ETF 0.10% 35,644 $1.4M Reduce -9.9%
CME Cme Group Inc. 0.10% 4,624 $1.4M Add +13.0%
GWW WW Grainger Inc. 0.10% 1,247 $1.4M Add +88.9%
JCPB JPMorgan Core Plus Bond ETF 0.10% 28,901 $1.4M New
FTSM First Trust Enh Short Mat FD 0.10% 22,719 $1.4M Add +136.7%
ISRG Intuitive Surgical Inc. 0.10% 2,925 $1.3M Add +60.4%
SRE Sempra 0.10% 13,871 $1.3M Add +9.1%
BINC iShares Flex I A ETF-Usd Inc. 0.10% 25,899 $1.3M New
XLV SS Health Care Select Sector 0.10% 9,159 $1.3M Add +54.3%
EFV iShares MSCI Eafe Value ETF 0.10% 17,942 $1.3M Add +208.2%
PSEP Innovator U.S. Equity Power 0.10% 30,883 $1.3M New
TIP iShares Tips Bond ETF 0.10% 12,009 $1.3M Add +451.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.10% 14,424 $1.3M Add +157.3%
VIG Vanguard Dividend Apprec ETF 0.10% 6,143 $1.3M New
IWM iShares Russell 2000 ETF 0.10% 5,326 $1.3M Add +138.6%
GAL SS Global Allocation ETF 0.10% 26,572 $1.3M Add +134.7%
XLC SS Comm Select Sector SPDR 0.10% 11,836 $1.3M Add +38.0%
HDMV FT Horizon MGD Vol D Int ETF 0.10% 35,619 $1.3M Add +119.5%
DUHP Dimensional US High Profi Et 0.10% 35,488 $1.3M Add +42.0%
LRCX Lam Research Corp. 0.10% 6,104 $1.3M Add +46.7%
VNQ Vanguard Real Estate ETF 0.10% 14,459 $1.3M Add +101.1%
MUNI PIMCO Intermediate Municipal 0.10% 24,160 $1.3M New
CMI Cummins Inc. 0.09% 2,326 $1.3M Reduce -1.4%
AVAV Aerovironment Inc. 0.09% 6,802 $1.2M Reduce -2.2%
ITA iShares U.S. Aerospace & Def 0.09% 5,681 $1.2M Add +239.2%
DFAE Dimensional Emerging Core Eq 0.09% 36,494 $1.2M Add +11.7%
GE General Electric filed as GE AEROSPACE 0.09% 4,317 $1.2M Add +207.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 12,613 $1.2M Add +170.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.09% 11,822 $1.2M Add +86.4%
KMI Kinder Morgan Inc. 0.09% 35,961 $1.2M Add +126.0%
VB Vanguard Most SM-Cap ETF-Usd 0.09% 4,515 $1.2M New
SLV iShares Silver Trust 0.09% 17,262 $1.2M Add +9.8%
HLT Hilton Worldwide Holdings Inc. 0.09% 3,833 $1.2M Add +59.2%
OUSM Alps Oshares US Small-Cap Qu 0.09% 26,617 $1.2M New
KMB Kimberly-Clark Corp. 0.09% 12,063 $1.2M Add +164.0%
ATO Atmos Energy Corp. 0.09% 6,296 $1.2M Add +32.5%
OUNZ Vaneck Merk Gold ETF 0.09% 25,807 $1.2M New
XLY SS Consumer Disc Select Sect 0.09% 10,645 $1.2M Add +36.5%
USA Liberty All Star Equity Fund 0.09% 209,044 $1.2M Add +93.8%
COIN Coinbase Global Inc. Class A 0.09% 6,630 $1.2M Add +120.6%
IWD iShares Russell 1000 Value E 0.09% 5,411 $1.2M Add +131.9%
SCHX Schwab US Large-Cap ETF 0.09% 44,678 $1.1M New
IAGG iShares Intl Aggregate Bond 0.09% 22,623 $1.1M New
CAH Cardinal Health Inc. 0.09% 5,352 $1.1M Add +76.1%
GEM Goldman Sachs Activebeta Em 0.09% 26,156 $1.1M Add +123.6%
VRT Vertiv Holdings Co. Class A 0.09% 4,496 $1.1M Add +51.6%
KEMX Kraneshares MSCI E-MKT Ex-CH 0.08% 27,475 $1.1M New
GSEW Goldman Sachs Eql WGHT Large 0.08% 13,157 $1.1M New
KTOS Kratos Defense & Security 0.08% 15,634 $1.1M Add +19.4%
MDT Medtronic PLC 0.08% 12,514 $1.1M Add +89.9%
KLAC KLA Corp. 0.08% 734 $1.1M Add +53.9%
SUB iShares Short-Term National 0.08% 10,038 $1.1M New
AEM Agnico Eagle Mines Ltd. 0.08% 5,242 $1.1M Add +101.6%
FALN iShares Fallen Angels ETF 0.08% 39,737 $1.1M Add +122.8%
USIG iShares Broad Usd Investment 0.08% 20,653 $1.1M Add +41.6%
DHR Danaher Corp. 0.08% 5,432 $1.0M Add +118.2%
PAYX Paychex Inc. 0.08% 11,155 $1.0M Add +35.1%
STRL Sterling Infrastructure Inc. 0.08% 2,511 $1.0M Add +82.6%
GAB Gabelli Equity Trust 0.08% 181,816 $1.0M Add +95.1%
NEM Newmont Corp. 0.08% 9,399 $1.0M New
DLR Digital Realty Trust Inc. 0.08% 5,602 $1.0M Add +147.0%
STX Seagate Technology Holdings 0.08% 2,561 $1.0M Add +28.7%
LDOS Leidos Holdings Inc. 0.08% 6,451 $1.0M Add +232.7%
SPAB SS SPDR P Agg Bond ETF 0.08% 39,124 $1.0M New
GBTC Grayscale Bitcoin Trust ETF 0.08% 18,887 $996K Add +136.4%
TLH iShares 10-20 Year Treasury 0.08% 9,850 $992K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.07% 21,589 $991K Add +35.8%
IEMG iShares Core MSCI Emerging 0.07% 14,199 $990K Add +93.4%
MPC Marathon Petroleum Corp. 0.07% 4,054 $990K New
BP BP PLC-Spons ADR 0.07% 20,993 $987K Add +62.8%
ECAT BlackRock ESG Cap All TRM TR 0.07% 72,226 $981K Add +8.6%
IEF iShares 7-10 Year Treasury B 0.07% 10,247 $978K Add +125.8%
KMLM Kraneshares MT LC MN FT Id S 0.07% 34,595 $976K New
PLD Prologis Inc. 0.07% 7,294 $964K Add +105.0%
HWM Howmet Aerospace Inc. 0.07% 4,170 $961K Add +146.3%
TAIL Cambria Tail Risk ETF 0.07% 81,996 $960K New
IYW iShares Ustechnology ETF 0.07% 5,283 $959K Add +146.8%
IESC Ies Holdings Inc. 0.07% 2,006 $956K Add +95.7%
GBDC Golub Capital BDC Inc. 0.07% 75,246 $953K Add +116.2%
SOXX iShares Semiconductor ETF 0.07% 2,888 $949K Add +130.7%
SCHZ Schwab US Aggregate Bond ETF 0.07% 40,639 $944K Add +179.3%
BTI British American Tob-SP ADR 0.07% 16,043 $938K Add +155.1%
MINT PIMCO Enhanced Short Maturit 0.07% 9,306 $936K New
UNH Unitedhealth Group Inc. 0.07% 3,458 $936K Add +44.4%
PWRD TCW Transform Systems ETF 0.07% 9,500 $929K Add +12.4%
WM Waste Management Inc. 0.07% 3,962 $910K Add +46.6%
VNOM Viper Energy Inc. Class A 0.07% 19,205 $902K New
TGT Target Corp. 0.07% 7,434 $901K New
BND Vanguard Total Bond Market 0.07% 12,141 $894K Add +46.8%
FRTY Alger Mid Cap 40 ETF 0.07% 45,652 $889K Add +21.9%
COF Capital One Financial Corp. 0.07% 4,837 $883K Add +39.9%
BIBL Inspire 100 ETF 0.07% 18,393 $867K Reduce -6.4%
IBDV iShares Ibonds Dec 2030 Corp. 0.07% 39,450 $864K Add +152.9%
VLO Valero Energy Corp. 0.06% 3,470 $858K Add +49.3%
DFUS Dimensional US Eq MKT ETF 0.06% 12,085 $857K Add +19.1%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.06% 10,379 $856K Add +113.7%
XLP SS Consumer Staples Sel Sect 0.06% 10,413 $854K Add +38.5%
SYK Stryker Corp. 0.06% 2,597 $854K Add +72.1%
UL Unilever PLC-Sponsored ADR 0.06% 14,932 $851K Add +25.8%
OUSA Alps Oshares US Quality Divi 0.06% 15,262 $850K New
PSX Phillips 66 0.06% 4,653 $848K Add +53.7%
WEC WEC Energy Group Inc. 0.06% 7,296 $845K Add +114.5%
APH Amphenol Corp. Class A 0.06% 6,672 $843K Add +110.4%
RL Ralph Lauren Corp. 0.06% 2,422 $833K New
CRCL Circle Internet Group Inc. 0.06% 8,699 $830K New
VNLA Janus Henderson Short Durati 0.06% 16,865 $824K Add +0.3%
FDL First Trust Morn DVD Lead Inc. 0.06% 16,062 $816K New
VGK Vanguard Ftse Europe ETF 0.06% 9,848 $812K Add +37.6%
MAIN Main Street Capital Corp. 0.06% 15,305 $811K Add +99.1%
JCI Johnson Controls Internation 0.06% 6,168 $808K Add +25.3%
SAN Banco Santander SA-Spon ADR 0.06% 71,100 $802K Add +105.8%
SPGI S&P Global Inc. 0.06% 1,874 $797K Reduce -35.8%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.06% 19,650 $788K Add +101.5%
HBAN Huntington Bancshares Inc. 0.06% 50,304 $787K Add +130.3%
MFSM MFS Active Inter Muni Bond 0.06% 31,500 $783K New
NLR Vaneck Urani & Nuclr ETF-Usd 0.06% 5,860 $780K New
FDX FedEx Corp. 0.06% 2,181 $777K Add +55.3%
ORI Old Republic Intl Corp. 0.06% 19,375 $773K Reduce -0.9%
EQIN Columbia US Eqty Inc. ETF 0.06% 15,624 $768K Add +36.9%
HEWJ Isha Curr Hedged MSCI Japan 0.06% 13,628 $767K Add +51.3%
TRTX TPG Re Finance Trust Inc. 0.06% 96,974 $757K Reduce -2.1%
FAST Fastenal Co. 0.06% 16,200 $752K Add +59.6%
VGT Vanguard Info Tech ETF 0.06% 1,077 $751K Add +34.5%
DFIC Dimensional International Co. 0.06% 21,087 $749K Add +31.5%
CALF PCR US SM CP CSH CWS ETF-Usd 0.06% 16,519 $741K Add +91.3%
GUG Guggenheim Active Allocation 0.06% 48,577 $739K Add +1.9%
BOTZ Global X Robotics & Artifici 0.06% 22,227 $738K Add +19.9%
VYM Vanguard High DVD Yield ETF 0.06% 4,907 $727K Add +93.1%
NAC Nuveen Ca QLTY Muni Inc. 0.05% 62,311 $726K New
WDIV St STR SPD S&P Glo Div-US Inc. 0.05% 9,400 $725K Add +101.7%
UAA Under Armour Inc. Class A 0.05% 121,983 $721K Add +57.6%
IQDG Wisdomtree Intl QLTY DVD GRW 0.05% 17,889 $718K Reduce -27.4%
VIK Viking Holdings Ltd. 0.05% 9,770 $718K New
CMCSA Comcast Corp. Class A 0.05% 24,908 $715K Add +39.3%
DRI Darden Restaurants Inc. 0.05% 3,636 $713K Add +3.6%
VXF Vanguard Extended Market ETF 0.05% 3,459 $712K New
RAAX Vaneck Real Assets ETF 0.05% 17,404 $709K New
PEG Public Service Enterprise GP 0.05% 8,715 $706K Add +6.1%
CVS CVS Health Corp. 0.05% 9,776 $702K Reduce -3.5%
DGRS Wisdomtree U.S. Smallcap Qua 0.05% 13,144 $696K New
ALB Albemarle Corp. 0.05% 3,874 $696K New
SAP Sap SE-Sponsored ADR 0.05% 4,061 $695K Add +114.1%
PHO Invesco Water Resources ETF 0.05% 10,379 $694K Add +19.9%
GIS General Mills Inc. 0.05% 18,638 $694K New
PHYL Pgim Active High Yield Bond 0.05% 20,020 $693K Add +1.2%
KRBN KS Global Carbon Stratgy ETF 0.05% 23,189 $688K New
TLT iShares 20+ Year Treasury BD 0.05% 7,910 $686K Add +4.3%
BAB Invesco Taxable Municipal Bo 0.05% 25,356 $684K Reduce -18.6%
TQQQ Proshares Ultrapro QQQ 0.05% 16,271 $678K Add +100.8%
BSX Boston Scientific Corp. 0.05% 10,782 $677K Reduce -12.2%
SNA Snap-on Inc. 0.05% 1,859 $675K Add +2.5%
IVW iShares S&P 500 Growth ETF 0.05% 5,969 $675K New
EVRG Evergy Inc. 0.05% 8,161 $669K Add +96.4%
WELL Welltower Inc. 0.05% 3,379 $668K Add +33.2%
SWK Stanley Black & Decker Inc. 0.05% 9,384 $667K New
SPYV SS SPDR P S&P 500 Value ETF 0.05% 11,769 $666K New
LAMR Lamar Advertising Co. Class A 0.05% 5,231 $663K Reduce -0.8%
DFIS Dimensional International SM 0.05% 19,646 $661K No change
KWEB Kranesh Csi China Internet 0.05% 23,218 $660K New
DFAC Dimensional US Core Equity 2 0.05% 16,942 $658K Add +220.2%
VYMI Vanguard Int High DVD YLD Inc. 0.05% 6,912 $651K New
ADM Archer-Daniels-Midland Co. 0.05% 8,896 $647K Add +58.6%
GL Globe Life Inc. 0.05% 4,622 $643K Reduce -0.2%
ES Eversource Energy 0.05% 9,165 $635K Add +74.7%
FLOWSTONE OPPORTUNITY FUND CLASS I 0.05% 36,722 $633K New
KBA Kraneshares Bosera MSCI Chin 0.05% 20,889 $632K New
SHW The Sherwin-Williams Co. 0.05% 1,960 $628K Add +91.6%
EQL CI Inv SP 500 Equ Weg Ind-Ui 0.05% 13,183 $627K New
AMAT Applied Materials Inc. 0.05% 1,831 $626K New
IVOL Quadratic Int Rte Vol Infl H 0.05% 33,451 $626K New
GLW Corning Inc. 0.05% 4,592 $625K New
CINF Cincinnati Financial Corp. 0.05% 3,966 $624K Add +82.6%
AFOS Ars Focused Opp Strat ETF 0.05% 17,203 $622K New
ICE Intercontinental Exchange Inc. 0.05% 3,946 $621K Add +53.4%
VXUS Vanguard Total Intl Stock 0.05% 8,036 $620K Add +176.0%
XLB SS Materials Select Sector 0.05% 12,370 $618K Add +29.3%
EEM iShares MSCI Emerging Market 0.05% 10,873 $617K Add +106.2%
GPC Genuine Parts Co. 0.05% 5,831 $617K Add +59.4%
BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F 0.05% 8,404 $615K New
CHRW C.H. Robinson Worldwide Inc. 0.05% 3,659 $608K Add +48.6%
KEY Keycorp 0.05% 30,064 $603K Add +119.2%
SCHJ Schwab 1-5 YR Corp. BND ETF 0.05% 24,279 $600K Add +111.3%
EFG iShares MSCI Eafe Growth ETF 0.05% 5,377 $599K New
CCEP Coca-Cola Europacific Partne 0.05% 6,600 $598K Add +80.5%
KKR KKR & Co. Inc. 0.05% 6,449 $597K Reduce -33.6%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.04% 15,906 $591K New
ZHGIIX Hines Global Income Trust-I 0.04% 59,833 $588K New
RVNU Xtrac Mun Inf Rev BD Act ETF 0.04% 23,676 $583K Add +92.2%
REMX Vaneck Rar Earth ND STG-Usdi 0.04% 6,627 $583K New
VWO Vanguard Ftse Emerging Marke 0.04% 10,763 $582K Add +49.0%
PTL Inspire 500 ETF 0.04% 2,314 $580K Add +13.5%
MTGP Wisdomtree Mtge Plus Bond 0.04% 13,104 $579K Add +99.9%
ENB Enbridge Inc. 0.04% 10,587 $573K Add +65.9%
CNEQ Alger Concentrated Eqty ETF 0.04% 18,343 $571K Add +24.1%
STIP iShares 0-5 Year Tips Bond E 0.04% 5,508 $570K New
BUYO Kraneshares MB Beta Indx ETF 0.04% 20,504 $567K New
VTWV Vanguard Russell 2000 Value 0.04% 3,383 $566K New
SHOP Shopify Inc. Class A 0.04% 4,756 $564K Add +143.4%
XYZ Block Inc. 0.04% 9,369 $564K Add +52.0%
PPL PPL Corp. 0.04% 14,710 $562K Add +22.7%
LITE Lumentum Holdings Inc. 0.04% 792 $557K Add +22.8%
APO Apollo Global Management Inc. 0.04% 4,970 $554K Add +26.1%
DFEN Direx DLY Aeros & DF BL3X-Ui 0.04% 8,767 $553K Add +114.5%
APP AppLovin Corp. Class A 0.04% 1,390 $553K Add +143.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.04% 2,327 $550K Add +113.7%
EZM Wisdomtree US Midcap Fund 0.04% 8,170 $549K Add +34.7%
DGRO iShares Core Dividend Growth 0.04% 7,754 $544K New
AMT American Tower Corp. 0.04% 3,148 $544K Add +32.2%
EXPD Expeditors Intl Wash Inc. 0.04% 3,794 $543K New
JGLO JPMorgan GLBL SLCT Eq ETF 0.04% 8,280 $540K New
APD Air Products & Chemicals Inc. 0.04% 1,858 $540K Add +63.4%
AXON Axon Enterprise Inc. 0.04% 1,270 $539K New
GM General Motors Co. 0.04% 7,170 $534K Add +18.0%
SPOT Spotify Technology SA 0.04% 1,101 $534K Add +112.5%
EIX Edison International 0.04% 7,292 $534K New
SCHP Schwab U.S. Tips ETF 0.04% 20,051 $534K New
DKS Dick's Sporting Goods Inc. 0.04% 2,682 $532K Reduce -14.1%
LNG Cheniere Energy Inc. 0.04% 1,872 $531K Reduce -33.8%
CI The Cigna Group 0.04% 1,964 $524K New
ADC Agree Realty Corp. 0.04% 6,928 $522K Reduce -3.8%
WSO Watsco Inc. 0.04% 1,435 $522K Reduce -1.8%
URI United Rentals Inc. 0.04% 715 $521K Reduce -10.4%
INTC Intel Corp. 0.04% 11,796 $521K Add +82.9%
IHDG Wisdomtree International Hed 0.04% 10,779 $519K Reduce -53.0%
LUV Southwest Airlines Co. 0.04% 13,805 $519K Add +15.7%
QYLD Global X Nasd 100 Cov Call 0.04% 30,220 $518K New
NUSC Nuveen ESG Small-Cap ETF 0.04% 11,401 $514K Add +47.7%
OBDC Blue Owl Capital Corp. 0.04% 46,397 $513K Reduce -0.0%
XLRE SS Real Estate Select Sector 0.04% 12,563 $513K Add +27.9%
EQX Equinox Gold Corp. 0.04% 35,450 $513K New
PSLV Sprott Physical Silver Trust 0.04% 20,938 $511K New
MYN BlackRock Muniyield NY QLTY 0.04% 53,170 $510K New
NDSN Nordson Corp. 0.04% 1,909 $508K New
MMSI Merit Medical Systems Inc. 0.04% 7,336 $506K New
PH Parker Hannifin Corp. 0.04% 563 $505K Add +70.6%
ANET Arista Networks Inc. 0.04% 4,103 $504K Add +28.2%
NBIS Nebius Group NV 0.04% 4,833 $501K New
MNST Monster Beverage Corp. 0.04% 6,891 $499K New
ADP Automatic Data Processing 0.04% 2,453 $499K Add +3.4%
GRNB Vaneck Green Bond ETF 0.04% 20,767 $498K New
ROKU Roku Inc. 0.04% 5,185 $491K Add +94.8%
NUEM Nuveen ESG Emerging Markets 0.04% 13,327 $490K New
BKNG Booking Holdings Inc. 0.04% 116 $488K Add +163.6%
APLD Applied Digital Corp. 0.04% 20,154 $478K Add +121.7%
LHX L3HARRIS Technologies Inc. 0.04% 1,376 $475K Add +31.9%
DFSU Dimensional US Sus CORE1 ETF 0.04% 11,452 $471K Add +30.5%
KSPY Kraneshares H HDG Eq Idx ETF 0.04% 17,079 $468K New
ARCC Ares Capital Corp. 0.04% 25,872 $466K Add +81.4%
SMLF iShares US Smallcap Equity F 0.04% 6,172 $466K Reduce -6.3%
EADSY Airbus SE - Unsp ADR 0.04% 9,827 $464K New
BEN Franklin Templeton Inc. 0.03% 19,534 $461K Add +33.7%
NOW ServiceNow Inc. 0.03% 4,413 $461K Reduce -38.7%
REM iShares Mortgage Real Estate 0.03% 21,299 $457K New
TEQI T Rowe Price Equity Income E 0.03% 10,141 $457K New
QQMG Invesco ESG Nasdaq 100 0.03% 11,442 $453K Add +100.0%
MPLX MPLX LP 0.03% 7,839 $447K New
TRV The Travelers Cos Inc. 0.03% 1,532 $447K Add +49.5%
MAR Marriott International Class A 0.03% 1,360 $445K Add +27.1%
AGIX Kraneshares Public-Private A 0.03% 13,510 $443K New
PHM Pultegroup Inc. 0.03% 3,762 $442K Add +25.1%
IUSG iShares Core S&P U.S. Growth 0.03% 2,842 $441K New
ARES Ares Management Corp. Class A 0.03% 4,024 $439K Reduce -7.9%
CTVA Corteva Inc. 0.03% 5,236 $438K Add +21.0%
SEPI Shelton Eqty Premium Inc. ETF 0.03% 17,457 $437K Add +65.5%
DFAU Dimensional US Core Equity M 0.03% 9,655 $436K Add +6.6%
KVUE Kenvue Inc. 0.03% 25,268 $436K Add +26.2%
PRU Prudential Financial Inc. 0.03% 4,395 $429K Add +88.4%
EFA iShares MSCI Eafe ETF 0.03% 4,418 $429K Add +72.7%
OMFL Invesco Russell 1000 DYN M/F 0.03% 7,037 $423K Add +0.2%
SYY Sysco Corp. 0.03% 5,929 $423K Reduce -6.0%
URTY Proshares Ultrapro RUSS2000 0.03% 8,165 $421K Add +93.3%
NVS Novartis AG-Sponsored ADR 0.03% 2,748 $420K Add +83.4%
INTU Intuit Inc. 0.03% 962 $416K Add +44.9%
NEAR iShares SH Dba ETF Usd Inc. 0.03% 8,187 $416K New
BABA Alibaba Group Holding-SP ADR 0.03% 3,308 $415K Add +98.7%
CCI Crown Castle Inc. 0.03% 5,093 $414K Add +17.8%
AFL Aflac Inc. 0.03% 3,770 $414K Reduce -22.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.03% 8,077 $412K New
JIG JPMorgan International Growt 0.03% 5,531 $411K Reduce -11.9%
DTE DTE Energy Company 0.03% 2,806 $410K Add +54.9%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.03% 16,972 $409K New
IBN Icici Bank Ltd.-Spon ADR 0.03% 15,596 $404K Add +96.0%
CMF iShares California Muni Bond 0.03% 7,100 $404K Add +100.0%
CRWV Coreweave Inc. Class A 0.03% 5,207 $403K New
BSJU Invesco Bulletshares 2030 HY 0.03% 15,648 $400K New
VLUE iShares MSCI USA Value Facto 0.03% 2,802 $398K New
PSDM Pgim SHRT Duration Ms BD ETF 0.03% 7,811 $398K New
UPS United Parcel Service Class B 0.03% 4,030 $397K Add +72.6%
ITOT iShares Core S&P Total U.S. 0.03% 2,774 $395K New
BX Blackstone Inc. 0.03% 3,396 $391K New
TXUE Thornburg Interntin Eqty ETF 0.03% 12,130 $390K New
FDUS Fidus Investment Corp. 0.03% 22,268 $388K Add +1.4%
EPI Wisdomtree India Earnings 0.03% 9,502 $388K Reduce -29.9%
HAS Hasbro Inc. 0.03% 4,122 $386K New
ASTS Ast Spacemobile Inc. 0.03% 4,633 $384K New
SMERY Siemens Energy AG Spon ADR 0.03% 2,263 $382K New
ICLN iShares Global Clean Energy 0.03% 20,719 $379K New
RDVY First Trust Rising Dividend 0.03% 5,501 $376K Reduce -5.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 4,694 $374K Add +57.3%
DDOG Datadog Inc. Class A 0.03% 3,162 $373K New
NWN Northwest Natural Holding Co. 0.03% 6,952 $370K New
FSM Fortuna Mining Corp. 0.03% 37,241 $370K New
ICVT iShares Convertible Bond ETF 0.03% 3,624 $369K New
PSA Public Storage 0.03% 1,359 $368K Add +28.3%
DVN Devon Energy Corp. 0.03% 7,311 $368K New
REGN Regeneron Pharmaceuticals 0.03% 476 $368K Add +34.1%
CP Canadian Pacific Kansas City 0.03% 4,634 $365K Add +8.4%
JSMD Janus Small Mid Cap GR Alp 0.03% 4,589 $364K Add +1.2%
ECL Ecolab Inc. 0.03% 1,365 $363K Reduce -34.4%
UGI Ugi Corp. 0.03% 9,959 $363K New
SHEL Shell PLC-ADR 0.03% 3,891 $362K Add +18.2%
TPHD Timothy Plan High DVD STCK 0.03% 8,694 $360K Add +3.9%
PNC PNC Financial Services Group 0.03% 1,714 $357K Add +23.3%
QQQM Invesco Nasdaq 100 ETF 0.03% 1,486 $353K Add +11.0%
CDNS Cadence Design SYS Inc. 0.03% 1,263 $351K Add +34.8%
TDY Teledyne Technologies Inc. 0.03% 580 $351K New
RHP Ryman Hospitality Properties 0.03% 3,797 $350K Add +1.6%
RYCEY Rolls-Royce Holdings-SP ADR 0.03% 22,677 $350K New
BDX Becton Dickinson and Co. 0.03% 2,214 $348K Reduce -8.3%
ROP Roper Technologies Inc. 0.03% 982 $348K Add +16.5%
IWS iShares Russell Mid-Cap Valu 0.03% 2,363 $344K New
BSJV Invesco Bulletshares 2031 HY 0.03% 13,198 $343K New
TFLO iShares Treasury Floating Ra 0.03% 6,738 $341K New
TCEHY Tencent Holdings Ltd.-Uns ADR 0.03% 5,371 $340K New
FLR Fluor Corp. 0.03% 7,256 $338K New
IWV iShares Russell 3000 ETF 0.03% 912 $338K Add +51.2%
SMCI Super Micro Computer Inc. 0.03% 14,620 $333K Add +62.1%
PAGP Plains GP Holdings LP 0.03% 13,700 $333K No change
ETHA iShares Ethereum Trust ETF 0.03% 20,925 $331K New
ICOW Pacer Developed Markets Inte 0.03% 7,776 $330K New
IBKR Interactive Brokers Gro Class A 0.03% 4,918 $330K Add +29.4%
QQQY Defiance Nasdaq 100 Weekly D 0.02% 15,928 $329K New
DFNM Dimensional National Muni BD 0.02% 6,857 $329K New
SNY Sanofi-ADR 0.02% 6,813 $328K Add +19.8%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.02% 10,883 $328K New
WTW Willis Towers Watson PLC 0.02% 1,122 $326K New
DELL Dell Technologies -C 0.02% 1,983 $325K Reduce -3.8%
MRSH Marsh & McLennan Cos 0.02% 1,868 $324K Add +58.8%
CFIT Cambria Fixed Income Trend 0.02% 12,917 $320K New
IGSB iShares 1-5Y Inv Grade Corp. 0.02% 6,064 $319K Add +48.6%
USB US Bancorp 0.02% 6,127 $319K New
J Jacobs Solutions Inc. 0.02% 2,487 $317K New
ACVF American Conservative Values 0.02% 6,588 $314K Add +4.2%
NRG NRG Energy Inc. 0.02% 2,143 $313K Add +37.2%
UVV Universal Corp. 0.02% 5,943 $313K New
IR Ingersoll-Rand Inc. 0.02% 3,899 $312K Add +12.1%
BSCS Invesco Bulletshares 2028 CB 0.02% 15,241 $311K New
WPC WP Carey Inc. 0.02% 4,528 $308K New
EQIX Equinix Inc. 0.02% 313 $307K New
CAIE Calamos Autocallable Inc. ETF 0.02% 12,195 $307K New
ISTM iShares Strategic Metals ETF 0.02% 10,100 $305K New
JFR Nuveen Floating Rate Income 0.02% 40,509 $305K New
NFG National Fuel Gas Co. 0.02% 3,220 $303K New
BBHY JPMorgan Betabuilders Usd Hi 0.02% 6,555 $300K New
MELI MercadoLibre Inc. 0.02% 173 $299K New
VMC Vulcan Materials Co. 0.02% 1,097 $299K Reduce -57.2%
SDY SS SPDR S&P Dividend ETF 0.02% 2,045 $298K New
SLB SLB Ltd. filed as SLB LIMITED 0.02% 5,749 $295K New
CLF Cleveland-Cliffs Inc. 0.02% 34,875 $295K No change
ISMD Inspire Small/Mid Cap ETF 0.02% 7,369 $295K Add +7.2%
DINT Davis Select International 0.02% 10,926 $294K Add +50.8%
EQT Eqt Corp. 0.02% 4,597 $293K New
EMXC iShares MSCI Emr MRK Ex Chna 0.02% 3,672 $289K New
VLVLY Volvo AB-B SHS-Unspon ADR 0.02% 8,778 $287K New
TTE Totalenergies SE 0.02% 3,116 $283K New
RISN Inspire Capital Appreciation 0.02% 9,880 $283K Add +19.1%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 0.02% 8,015 $283K Add +2.8%
PGX Invesco Preferred ETF 0.02% 25,992 $283K Add +100.0%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.02% 2,870 $282K Add +10.6%
NDAA Ned DR360 DYN Allocation ETF 0.02% 12,975 $282K New
VPL Vanguard Ftse Pacific ETF 0.02% 2,876 $281K Reduce -21.8%
DGX Quest Diagnostics Inc. 0.02% 1,428 $280K Add +14.5%
JPIE JPMorgan Income ETF 0.02% 5,941 $274K New
FDLS Inspire Fidelis Multi Factor 0.02% 7,375 $272K New
UTG Reaves Utility Income Fund 0.02% 6,897 $271K New
MRVL Marvell Technology Inc. 0.02% 2,686 $266K New
DFUV Dimensional US Marketwide Va 0.02% 5,460 $265K New
RIVN Rivian Automotive Inc. Class A 0.02% 17,569 $264K New
UWMC Uwm Holdings Corp. 0.02% 72,822 $264K New
SNOW Snowflake Inc. 0.02% 1,731 $261K New
BSCT Invesco Bulletshares 2029 CB 0.02% 13,828 $258K New
TU Telus Corp. 0.02% 20,000 $257K Add +100.0%
QDVO Amplify CWP GRW & Inc. ETF 0.02% 9,609 $256K New
BNDX Vanguard Total Intl Bond ETF 0.02% 5,296 $255K New
GRID First TRST Nasd Class Edg Sgiif 0.02% 1,547 $253K New
BN Brookfield Corp. 0.02% 6,240 $253K Reduce -0.0%
CLIP Global X 1-3 Month T-Bill 0.02% 2,491 $250K New
TEL Te Connectivity PLC 0.02% 1,179 $246K Reduce -4.4%
XEL Xcel Energy Inc. 0.02% 3,052 $243K Add +11.3%
SBUX Starbucks Corp. 0.02% 2,635 $236K New
TFC Truist Financial Corp. 0.02% 5,125 $236K Add +19.0%
ETHO Amplify Etho Climate Leaders 0.02% 3,561 $235K New
GRNY Fundstr Gran SH US LRG Cap 0.02% 9,805 $234K New
MET Metlife Inc. 0.02% 3,280 $232K Add +7.5%
BSCX Invesco Bulletshares 2033 CB 0.02% 10,870 $230K New
SILJ Amplify Junior Silver Miners 0.02% 7,700 $229K New
DSI iShares ESG MSCI KLD 400 ETF 0.02% 1,887 $229K Reduce -7.3%
NTR Nutrien Ltd. 0.02% 3,026 $228K New
FSK FS KKR Capital Corp. 0.02% 22,308 $227K Add +4.3%
EAGG iShares ESG Aware US Aggrega 0.02% 4,776 $227K Add +1.8%
BSCW Invesco Bulletshares 2032 CB 0.02% 10,933 $225K New
CTA Simplify Managed Futures St 0.02% 7,249 $219K New
EWJ iShares MSCI Japan ETF 0.02% 2,589 $219K New
FNDA Schwab Fndmntl US SM Co. ETF 0.02% 6,740 $219K New
MUST Columbia Multi-Sect Muni Inc. 0.02% 10,416 $214K New
GSK GSK PLC-Spon ADR 0.02% 3,858 $213K New
IJS iShares S&P Small-Cap 600 Va 0.02% 1,797 $213K New
AR Antero Resources Corp. 0.02% 4,973 $211K New
TOPW Roundhill Top Weeklypay ETF 0.02% 6,246 $208K New
FUMB First Trust Ultra Short Dur 0.02% 10,186 $204K New
JEMA JPMorgan Activebuilders Emer 0.02% 3,896 $203K New
NUV Nuveen Municipal Value 0.01% 21,984 $198K Add +11.8%
HLN Haleon PLC-ADR 0.01% 19,339 $194K Add +4.0%
CL Colgate-Palmolive Co. 0.01% 2,262 $193K Reduce -36.8%
IBDR iShares Ibonds Dec 2026 Term 0.01% 7,800 $189K New
IBHH iShares Ibonds 2028 TM HY Inc. 0.01% 8,020 $188K New
KHYB Kraneshares Asia Pacific Hig 0.01% 7,887 $187K New
PNQI Invesco Nasdaq Internet ETF 0.01% 4,150 $186K No change
SCHA Schwab US Small-Cap ETF 0.01% 6,373 $185K New
AVDS Avantis Intl SM Cap Eq ETF 0.01% 2,541 $183K Reduce -41.1%
WPM Wheaton Precious Metals Corp. 0.01% 1,374 $180K New
CLOU Global X Cloud Computing ETF 0.01% 9,199 $179K Reduce -39.8%
COPX Global X Copper Miners ETF 0.01% 2,337 $178K New
DCH Dauch Corporation 0.01% 30,026 $178K Add +100.0%
SCHR Schwab Intermediate-Term US 0.01% 7,090 $177K New
D Dominion Energy Inc. 0.01% 2,799 $173K New
DFSV Dimensional US Small Cap Val 0.01% 4,862 $170K New
BUG Global X Cybersecurity ETF 0.01% 6,658 $167K Reduce -39.8%
HTGC Hercules Capital Inc. 0.01% 11,133 $164K New
RKLB Rocket Lab Corp. 0.01% 2,554 $164K New
PWS Pacer Wealthshield ETF 0.01% 5,106 $163K New
BAI Ishrs AI in and Tech Act ETF 0.01% 4,958 $163K Reduce -46.8%
BSMS Invesco Bulletshares 2028 MB 0.01% 6,850 $160K New
BLACKSTONE REIT INC CL I 0.01% 11,185 $159K New
CEG Constellation Energy 0.01% 568 $159K New
TT Trane Technologies PLC 0.01% 379 $158K New
FXH First Trust Health Care Alph 0.01% 1,438 $158K New
ETHE Grayscale Ethereum Staking E 0.01% 9,228 $158K New
AI C3.AI Inc. Class A 0.01% 18,553 $156K New
VOD Vodafone Group PLC-SP ADR 0.01% 10,383 $156K New
IBIT iShares Bitcoin Trust ETF 0.01% 4,019 $154K New
GNRC Generac Holdings Inc. 0.01% 785 $153K New
XETYX Eaton Vance Tax-MGD Div Eqty 0.01% 11,003 $152K No change
KOID Kraneshares Global Humanoid 0.01% 4,823 $150K New
CEF Sprott Physical Gold and Sil 0.01% 3,144 $150K New
BLD Topbuild Corp. 0.01% 425 $149K Reduce -13.8%
NDAQ Nasdaq Inc. 0.01% 1,720 $146K New
NLY Annaly Capital Management Inc. 0.01% 6,864 $145K New
NET Cloudflare Inc. Class A 0.01% 703 $145K New
KCSH Kraneshares Sust U S D I ETF 0.01% 5,766 $144K New
DGCB Dimensional Global Credit 0.01% 2,661 $144K New
CCJ Cameco Corp. 0.01% 1,319 $143K New
VRP Invesco Variable Rate Prefer 0.01% 5,900 $141K New
OPRA Opera Ltd.-ADR 0.01% 9,912 $141K New
BSMY Invesco Bulletshares 2034 MB 0.01% 5,800 $141K New
BSMT Invesco Bulletshares 2029 MB 0.01% 6,100 $140K New
BSMW Invesco Bulletshares 2032 MB 0.01% 5,650 $140K New
BSMV Invesco Bulletshares 2031 MB 0.01% 6,700 $140K New
BSSX Invesco Bulletshares 2033 MB 0.01% 5,500 $140K New
BSMU Invesco Bulletshares 2030 MB 0.01% 6,400 $140K New
KLIP Kranesh Kweb Cov Cal STR ETF 0.01% 5,378 $138K New
IXC iShares Global Energy ETF 0.01% 2,378 $137K New
ADI Analog Devices Inc. 0.01% 429 $137K Reduce -55.4%
KIQQ Kraneshares Insp DYN Bhi ETF 0.01% 5,923 $136K New
HSY The Hershey Co. 0.01% 652 $136K Reduce -49.2%
EBIZ Global X E-Commerce ETF 0.01% 5,053 $135K Reduce -42.2%
SPTS SS SPDR P St Term TSY ETF 0.01% 4,604 $134K New
XPO Xpo Inc. 0.01% 689 $134K New
DMXF iShares ESG Advanc MSCI Eafe 0.01% 1,765 $133K Reduce -39.4%
SPIP SS SPDR P Tips ETF 0.01% 5,112 $133K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 2,334 $130K New
AVSC Avantis US Small Cap Equity 0.01% 2,068 $129K New
ESGE iShares Inc. iShares ESG Awar 0.01% 2,817 $128K Reduce -45.1%
BMY Bristol-Myers Squibb Co. 0.01% 2,105 $128K New
XAR SS SPDR S&P Aerospace Def 0.01% 500 $127K New
OPP Rivernrth/Doublelne STR Opp 0.01% 16,484 $126K New
MUC BlackRock Munihold Ca QLTY 0.01% 12,127 $126K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.01% 580 $126K New
VTEI Vanguard Int Tax-Exempt Bond 0.01% 1,250 $125K New
IBDT iShares Ibonds Dec 2028 ETF 0.01% 4,900 $124K New
DFEV Dimensional Emrg MRKT Val 0.01% 3,463 $124K Reduce -42.6%
GBIL Goldman Sachs Access Treasur 0.01% 1,237 $124K Reduce -48.3%
INSM Insmed Inc. 0.01% 743 $121K New
ICSH iShares Ultra Short Duration 0.01% 2,395 $121K New
FMF First Trust Managed Futures 0.01% 2,389 $121K New
WSM Williams-Sonoma Inc. 0.01% 660 $120K New
FAAR First Trust Alt Abs Ret ETF 0.01% 3,555 $120K New
PDI PIMCO Dynamic Income Fund 0.01% 6,996 $120K New
PWR Quanta Services Inc. 0.01% 217 $119K New
ERH Allspring Utilities and High 0.01% 9,755 $118K New
MSI Motorola Solutions Inc. 0.01% 271 $118K New
AGCO Agco Corp. 0.01% 1,013 $117K New
CVIE Cal Intl Responsible Index 0.01% 1,596 $116K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.01% 1,062 $116K New
QTUM Defiance Quantum ETF 0.01% 1,075 $115K New
ETR Entergy Corp. 0.01% 1,026 $115K New
RAFE PIMCO Rafi ESG US ETF filed as PIMCO EQUITY SER 0.01% 2,745 $114K New
TRGP Targa Resources Corp. 0.01% 451 $113K New
EOG EOG Resources Inc. 0.01% 774 $112K New
NTRA Natera Inc. 0.01% 556 $111K New
HCA HCA Healthcare Inc. 0.01% 234 $111K New
ACN Accenture PLC Class A 0.01% 559 $111K Reduce -78.3%
GRWG Growgeneration Corp. 0.01% 100,560 $111K New
YUM Yum! Brands Inc. 0.01% 702 $109K New
WDC Western Digital Corp. 0.01% 400 $108K New
RPG Invesco S&P 500 Pure Growth 0.01% 2,313 $108K New
NACP Impact Shares Naacp Minority 0.01% 2,233 $108K New
DBL Doubleline Opport Credit 0.01% 7,377 $108K New
CMG Chipotle Mexican Grill Inc. 0.01% 3,350 $107K New
VCYT Veracyte Inc. 0.01% 3,300 $106K New
CLX Clorox Company 0.01% 1,022 $106K New
RIOT Riot Platforms Inc. 0.01% 8,543 $106K New
AEP American Electric Power 0.01% 804 $105K New
VOYG Voyager Technologies Inc. Class A 0.01% 4,485 $105K New
ESAB Esab Corp. 0.01% 1,083 $105K New
ADBE Adobe Inc. 0.01% 427 $104K Reduce -75.9%
MDLZ Mondelez International Inc. Class A 0.01% 1,794 $103K New
EMR Emerson Electric Co. 0.01% 785 $103K Reduce -78.0%
CHD Church & Dwight Co. Inc. 0.01% 1,101 $103K New
QXO Qxo Inc. 0.01% 5,245 $102K New
APA Apa Corp. 0.01% 2,396 $102K New
HAP Vaneck Natural Resources ETF 0.01% 1,395 $101K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.01% 3,066 $101K New
IREN Iren Ltd. filed as IREN LIMITED 0.01% 2,910 $100K New
INDS Pacer Industrial Real Estate 0.01% 2,690 $99K New
EDOW First Trust Dow 30 Eql WGHT 0.01% 2,412 $98K New
SPHR Sphere Entertainment Co. 0.01% 831 $98K New
HAL Halliburton Co. 0.01% 2,486 $97K New
VLTO Veralto Corp. 0.01% 1,083 $96K New
PCEF Invesco Cef Income Composite 0.01% 5,024 $95K New
ADME Aptus Drwdwn MGD Eqty ETF 0.01% 1,896 $94K New
ESS Essex Property Trust Inc. 0.01% 381 $92K New
IGV iShares Expanded Tech-Softwa 0.01% 1,148 $92K New
VST Vistra Corp. 0.01% 603 $91K New
PNR Pentair PLC 0.01% 1,029 $90K Reduce -77.3%
LYB Lyondellbasell Indu Class A 0.01% 1,101 $89K New
IBDX iShares Ibonds Dec 2032 TC 0.01% 3,500 $88K New
MLN Vaneck Long Muni ETF 0.01% 5,060 $88K New
MSTR Strategy Inc. 0.01% 706 $88K New
CTAS Cintas Corp. 0.01% 517 $88K New
ERIE Erie Indemnity Company Class A 0.01% 346 $87K New
ODFL Old Dominion Freight Line 0.01% 441 $86K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.01% 332 $86K Reduce -83.4%
AMCR Amcor PLC 0.01% 2,147 $85K New
GEHC GE Healthcare Technology 0.01% 1,197 $85K Reduce -54.4%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.01% 3,500 $85K New
TEM Tempus AI Inc. Class A 0.01% 1,875 $85K New
VTWO Vanguard Russell 2000 ETF 0.01% 839 $84K New
FDS Factset Research Systems Inc. 0.01% 384 $83K New
BRO Brown & Brown Inc. 0.01% 1,276 $83K New
ABNB Airbnb Inc. Class A 0.01% 652 $82K New
NWBI Northwest Bancshares Inc. 0.01% 6,429 $82K New
ARM Arm Holdings PLC-ADR 0.01% 534 $81K New
FSLR First Solar Inc. 0.01% 408 $80K New
MKC McCormick & Co.-Non VTG SHRS 0.01% 1,595 $80K New
GSOL Grayscale Solana Staking ETF 0.01% 13,099 $80K New
DDS Dillards Inc. Class A 0.01% 140 $80K New
CNP Centerpoint Energy Inc. 0.01% 1,834 $79K New
ET Energy Transfer LP 0.01% 4,056 $78K New
OEF iShares S&P 100 ETF 0.01% 245 $78K New
NXPI NXP Semiconductors NV 0.01% 394 $78K New
IGF iShares Global Infrastructur 0.01% 1,157 $78K Reduce -79.4%
OSK Oshkosh Corp. 0.01% 523 $77K New
STAA Staar Surgical Co. 0.01% 4,115 $77K New
F Ford Motor Co. filed as FORD MTR CO 0.01% 6,637 $77K New
EXC Exelon Corp. 0.01% 1,560 $76K New
NNN NNN REIT Inc. 0.01% 1,818 $76K New
DBEU Xtrackers MSCI Europe Hedged 0.01% 1,562 $76K New
RSST Return Stacked US SM FTR ETF 0.01% 2,677 $76K New
BMNR Bitmine Immersion Technologi 0.01% 3,805 $75K New
DTM DT Midstream Inc. 0.01% 555 $75K New
AKAM Akamai Technologies Inc. 0.01% 646 $74K New
SCHH Schwab US REIT ETF 0.01% 3,452 $74K New
XLI SS Industrial Select Sector 0.01% 457 $74K Reduce -91.0%
CBOE Cboe Global Markets Inc. 0.01% 262 $74K New
GDX Vaneck Gold Miners ETF 0.01% 799 $73K New
QQQX Nuveen Nasdaq 100 DYN Overwr 0.01% 2,708 $72K New
VRTX Vertex Pharmaceuticals Inc. 0.01% 161 $72K New
OXY Occidental Petroleum Corp. 0.01% 1,101 $72K New
BYND Beyond Meat Inc. 0.01% 102,043 $72K Add +410.2%
EBAY eBay Inc. 0.01% 784 $71K New
VONG Vanguard Russell 1000 Growth 0.01% 649 $71K New
CSX CSX Corp. 0.01% 1,733 $71K New
PGR Progressive Corp. 0.01% 358 $71K Reduce -89.7%
REGL Prshrs S&P Mid 400 DVD Arist 0.01% 815 $70K New
XME SS SPDR S&P Metals Mining 0.01% 651 $70K New
CPTL GBL X MRST CP Alc LDR ETF-Ui 0.01% 1,684 $70K New
LASR Nlight Inc. 0.01% 1,227 $70K New
HII Huntington Ingalls Industrie 0.01% 182 $69K New
FTV Fortive Corp. 0.01% 1,253 $69K New
MLM Martin Marietta Materials 0.01% 117 $69K New
SLRC SLR Investment Corp. 0.01% 4,804 $69K New
LULU Lululemon Athletica Inc. 0.01% 448 $69K New
IBHJ Ishrs Ibds 2030 HY & Inc. ETF 0.01% 2,600 $68K New
PTBD Pacer Trendpilot US Bond ETF 0.01% 3,588 $68K New
DFGP Dimensional GLBL Core PL Fix 0.01% 1,258 $68K New
GWX State Street SPDR S&P Intern 0.01% 1,606 $68K Reduce -78.0%
SH Proshares Short S&P500 0.01% 1,775 $67K New
BAESY Bae Systems PLC -Spon ADR 0.01% 570 $66K New
MDB Mongodb Inc. 0.01% 271 $66K New
GVAL Cambria Global Value ETF 0.01% 1,992 $66K New
BWXT BWX Technologies Inc. 0.01% 323 $66K New
CAKE The Cheesecake Factory Inc. 0.01% 1,196 $65K New
IBHK ISHARESIBOND2031HIGHYLDINC 0.00% 2,550 $65K New
CIEN Ciena Corp. 0.00% 167 $65K New
RCL Royal Caribbean Cruises Ltd. 0.00% 234 $65K Reduce -87.4%
FVD First Trust Value Line DVD 0.00% 1,371 $64K New
KHC The Kraft Heinz Co. 0.00% 2,857 $64K New
ALNY Alnylam Pharmaceuticals Inc. 0.00% 194 $64K New
LYV Live Nation Entertainment Inc. 0.00% 419 $64K New
EGUS iShares ESG Aware MSCI US GR 0.00% 1,338 $64K New
XYLD Global X S&P 500 Cove Call E 0.00% 1,631 $64K New
CHGX Stance Sustainable Beta ETF 0.00% 2,376 $64K New
MP MP Materials Corp. 0.00% 1,319 $64K New
BE Bloom Energy Corp. Class A 0.00% 465 $63K New
IBDW iShares Ibonds Dec 2031 Corp. 0.00% 3,000 $63K New
IXG iShares Global Financials Et 0.00% 550 $63K New
NSC Norfolk Southern Corp. 0.00% 218 $63K New
ETG Eaton Vance T/A GL DVD Incm 0.00% 3,076 $62K New
KR Kroger Co. 0.00% 852 $62K New
IBHG iShares Ibonds 2027 HY Inc. 0.00% 2,750 $61K New
PFG Principal Financial Group 0.00% 673 $61K New
DIVG Invesco S&P500 Highdivgrower 0.00% 1,750 $61K New
CUBE Cubesmart 0.00% 1,645 $60K New
KRP Kimbell Royalty Partners LP 0.00% 4,150 $60K New
URNM Sprott Uranium Miners ETF 0.00% 944 $60K New
GSLC Goldman Activebeta US LC ETF 0.00% 475 $59K New
FBTC Fidelity Wise Origin Bitcoin 0.00% 1,002 $59K New
PFF iShares Preferred & Income S 0.00% 1,950 $59K New
SNDK Sandisk Corp. 0.00% 93 $59K New
EWBC East West Bancorp Inc. 0.00% 552 $59K New
SPYG SS SPDR P S&P 500 Growth ETF 0.00% 598 $59K Reduce -78.9%
DHI D.R. Horton Inc. 0.00% 424 $58K New
BTC Grayscale Bitcoin Mini ETF 0.00% 1,944 $58K New
BILL Bill Holdings Inc. 0.00% 1,520 $58K New
EIS iShares MSCI Israel ETF 0.00% 500 $58K New
SMMD iShares Russell 2500 ETF 0.00% 754 $58K New
HOOD Robinhood Markets Inc. Class A 0.00% 830 $58K New
AZO AutoZone Inc. 0.00% 17 $57K New
CMRF Cim Real Estate Finance Trus 0.00% 11,145 $57K New
UUUU Energy Fuels Inc. 0.00% 3,115 $57K New
DON Wisdomtree US Midcap Dividen 0.00% 1,081 $57K New
WBD Warner Bros Discovery Inc. 0.00% 2,061 $57K New
DAC Danaos Corp. 0.00% 500 $56K New
JHMM John Hancock Multi Fact Mid 0.00% 839 $56K New
TER Teradyne Inc. 0.00% 189 $56K New
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.00% 1,059 $56K New
XAODX Abrdn Total Dynamic Dividend 0.00% 6,050 $56K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.00% 468 $56K New
DASH DoorDash Inc. Class A 0.00% 369 $55K New
UCON First Trust Smith Unconstrai 0.00% 2,230 $55K New
AME Ametek Inc. 0.00% 257 $55K New
SJNK SS SPDR BB St Hi Yield ETF 0.00% 2,203 $55K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 607 $55K New
JPEF JPMorgan Equity Focus ETF 0.00% 761 $55K New
VPU Vanguard Utilities ETF 0.00% 275 $54K New
GVI iShares Intermediate Governm 0.00% 502 $54K New
SCHM Schwab US Mid Cap ETF 0.00% 1,710 $53K New
SCHF Schwab Intl Equity ETF 0.00% 2,134 $53K New
FMB First Trust Managed Municipa 0.00% 1,041 $53K New
AOM iShares Core 40/60 Moderate 0.00% 1,109 $53K New
TTWO Take-Two Interactive Softwre 0.00% 265 $52K New
PBR Petroleo Brasileiro-Spon ADR 0.00% 2,479 $51K New
BTG B2GOLD Corp. 0.00% 11,117 $50K New
XEVTX Eaton Vance Tax-Adv DVD Inc. 0.00% 2,047 $50K New
GDXJ Vaneck Junior Gold Miners 0.00% 414 $50K New
VTC Vanguard Total Corporate BND 0.00% 644 $49K New
GRMN Garmin Ltd. 0.00% 212 $49K New
SNPS Synopsys Inc. 0.00% 124 $49K New
TRP TC Energy Corp. 0.00% 783 $49K New
ITW Illinois Tool Works 0.00% 187 $49K New
LCTX Lineage Cell Therapeutics Inc. 0.00% 30,912 $49K New
BKR Baker Hughes Co. 0.00% 794 $49K New
RPV Invesco S&P 500 Pure Value E 0.00% 450 $48K New
SM SM Energy Co. 0.00% 1,535 $48K New
FTNT Fortinet Inc. 0.00% 583 $48K New
YETH Roundhill Etr Co. Call St ETF 0.00% 4,090 $47K New
DOV Dover Corp. 0.00% 222 $46K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 212 $46K New
NKE Nike Inc. Class B 0.00% 868 $46K New
CARR Carrier Global Corp. 0.00% 811 $46K Reduce -92.5%
FE Firstenergy Corp. 0.00% 901 $46K New
FIX Comfort Systems USA Inc. 0.00% 33 $46K New
GAP The Gap Inc. 0.00% 1,862 $45K New
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.00% 617 $45K New
SGMOQ Sangamo Therapeutics Inc. 0.00% 180,500 $44K Reduce -54.4%
VTR Ventas Inc. 0.00% 542 $44K New
TREX Trex Company Inc. filed as TREX INC 0.00% 1,200 $44K New
FANG Diamondback Energy Inc. 0.00% 220 $44K New
DAL Delta Air Lines Inc. 0.00% 653 $44K New
LYFT LYFT Inc. Class A 0.00% 3,245 $43K New
RIG Transocean Ltd. 0.00% 6,497 $43K New
ROK Rockwell Automation Inc. 0.00% 120 $43K New
AVEM Avantis Emerging Markets Eq 0.00% 531 $43K Reduce -80.0%
ACWI iShares MSCI Acwi ETF 0.00% 308 $43K New
SHYG iShares 0-5 YR HY Corp. Bond 0.00% 1,000 $42K New
DES Wisdomtree US Smallcap Divid 0.00% 1,175 $42K New
ITT Itt Inc. 0.00% 220 $42K New
XBI SS SPDR S&P Biotech ETF 0.00% 326 $42K New
AFRM Affirm Holdings Inc. 0.00% 902 $41K New
BXMT Blackstone Mortgage Tru Class A 0.00% 2,146 $41K New
ASGI Abrdn Global Infrastructure 0.00% 1,834 $41K New
MDY State Street SPDR S&P Midcap 0.00% 66 $41K New
NBIX Neurocrine Biosciences Inc. 0.00% 305 $40K New
SOFI Sofi Technologies Inc. 0.00% 2,523 $40K New
CRDF Cardiff Oncology Inc. 0.00% 24,500 $40K No change
IYM iShares U.S. Basic Materials 0.00% 225 $40K New
RODM Hartford Multifact Dev MRKT 0.00% 996 $39K New
FNV Franco-Nevada Corp. 0.00% 158 $39K New
NGG National Grid PLC-SP ADR 0.00% 454 $38K New
PYPL PayPal Holdings Inc. 0.00% 834 $38K New
GH Guardant Health Inc. 0.00% 408 $38K New
BST BlackRock Science & Tech TR 0.00% 1,033 $38K New
CAG Conagra Brands Inc. 0.00% 2,388 $38K New
STZ Constellation Brands Inc. Class A 0.00% 249 $37K New
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.00% 400 $37K New
SAM Boston Beer Company Inc. Class A 0.00% 160 $37K New
FTI Technipfmc PLC 0.00% 533 $37K New
AEE Ameren Corporation 0.00% 332 $36K New
QQEW First TR Nasdaq-100 Sel Eq 0.00% 286 $36K New
IHF iShares U.S. Healthcare Prov 0.00% 866 $36K New
SPDW Ste STR SPDR PT DW Eu ETF 0.00% 792 $36K New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 1,595 $36K New
NNE Nano Nuclear Energy Inc. 0.00% 1,755 $36K New
ON On Semiconductor 0.00% 579 $36K New
BSCU Invesco Bulletshares 2030 CB 0.00% 2,125 $36K New
SEMI Columbia Select Tech ETF 0.00% 1,230 $36K New
OHI Omega Healthcare Investors 0.00% 809 $35K New
BSCV Invesco Bulletshares 2031 CB 0.00% 2,150 $35K New
HFSI Hartfor Strateg Income ETF-U 0.00% 1,008 $35K New
ONON On Holding AG Class A filed as ON HLDG AG 0.00% 1,008 $34K New
FPF First TR Interm Dur & Inc. 0.00% 1,925 $34K New
PDBC Invesco Optimum Yield Divers 0.00% 1,936 $34K New
IBTI iShares Ibonds Dec 2028 Term 0.00% 1,500 $33K New
ENPH Enphase Energy Inc. 0.00% 880 $33K New
CRF Cornerstone Total Return 0.00% 4,771 $33K New
NOG Northern Oil and Gas Inc. 0.00% 1,134 $33K New
HIMU iShares High Yild Muni A ETF 0.00% 690 $33K New
OKLO Oklo Inc. 0.00% 663 $33K New
BCE Bce Inc. 0.00% 1,298 $33K New
VONE Vanguard Russell 1000 0.00% 111 $33K New
TWLO Twilio Inc. Class A 0.00% 259 $33K New
KMTUY Komatsu Ltd. -Spons ADR 0.00% 825 $32K New
FTHY First Trust Hi YLD Opp 2027 0.00% 2,386 $32K New
BITW Bitwise 10 Crypto Index ETF 0.00% 721 $32K New
IWO iShares Russell 2000 Growth 0.00% 102 $32K New
SCHV Schwab US Large-Cap Value 0.00% 1,048 $32K New
EXE Expand Energy Corp. 0.00% 290 $32K New
EMLC Vaneck JPM Em Local Curr BND 0.00% 1,262 $32K New
DFAX Dimensional World Ex US Core 0.00% 928 $32K New
COKE Coca-Cola Consolidated Inc. 0.00% 163 $31K New
DMXU Xtrckr BBG Dev MK Ex Use ETF 0.00% 888 $31K New
FNX First Trust Mid Cap Core Alp 0.00% 242 $31K New
UGA United States Gas Fund LP 0.00% 300 $31K New
IBBQ Invesco Nasdaq Biotech ETF 0.00% 1,067 $31K New
RF Regions Financial Corp. 0.00% 1,164 $30K New
CHKP Check Point Software Tech 0.00% 212 $30K New
CTRA Coterra Energy Inc. 0.00% 851 $30K New
MTZ Mastec Inc. 0.00% 93 $30K New
AB Alliancebernstein Holding LP 0.00% 798 $30K New
RDDT Reddit Inc. Class A 0.00% 221 $30K New
TSN Tyson Foods Inc. Class A 0.00% 464 $30K New
TMDX Transmedics Group Inc. 0.00% 299 $30K New
CBRE CBRE Group Inc. Class A 0.00% 219 $30K New
PFLD Aam Low Dur Pref & Inc. Sec 0.00% 1,529 $30K New
WU Western Union Co. 0.00% 3,389 $30K New
VTIP Vanguard Short-Term Tips 0.00% 587 $29K New
FPE FT-Preferred Secur & Inc. ETF 0.00% 1,651 $29K New
ELV Elevance Health Inc. 0.00% 100 $29K Reduce -90.8%
IDCBY Ind & Comm BK of-Unspon ADR filed as Industrial And Commercial Bank Of China Ltd 0.00% 1,650 $29K New
KGC Kinross Gold Corp. 0.00% 955 $29K New
JNK SS SPDR BB High Yield Bond 0.00% 303 $29K New
ULTA Ulta Beauty Inc. 0.00% 55 $29K New
CLS Celestica Inc. 0.00% 102 $29K New
RVTY Revvity Inc. 0.00% 327 $29K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 483 $29K New
SPTM SS SPDR P S&P 1500 Comp ETF 0.00% 360 $28K New
PSI Invesco Semiconductors ETF 0.00% 300 $28K New
B Barrick Mining Corp. 0.00% 694 $28K New
MARA Mara Holdings Inc. 0.00% 3,451 $28K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 1,011 $28K New
ORLY O'reilly Automotive Inc. 0.00% 305 $28K Reduce -96.4%
RLY SS Multi-Asset Real Ret ETF 0.00% 778 $28K New
HMY Harmony Gold MNG-Spon ADR 0.00% 1,826 $28K New
TIPZ PIMCO Broad US Tips Index 0.00% 528 $28K New
FNY First Trust Mid Cap Growth 0.00% 310 $28K New
ADSK Autodesk Inc. 0.00% 117 $28K New
IP International Paper Co. 0.00% 772 $28K New
DFAS Dimensional US Small Cap ETF 0.00% 387 $28K New
SCI Service Corp. International 0.00% 333 $27K New
USAR USA Rare Earth Inc. 0.00% 1,815 $27K New
VMBS Vanguard Mortgage-Backed Sec 0.00% 583 $27K New
SPEM State Street SP PTF Em ETF 0.00% 583 $27K New
LUMN Lumen Technologies Inc. 0.00% 3,940 $27K New
GOVI Invesco Equal Weight 0-30 YR 0.00% 1,000 $27K New
DKNG Draftkings Inc. Class A 0.00% 1,256 $27K New
AWK American Water Works Co. Inc. 0.00% 199 $27K New
NSRGY Nestle SA-Spons ADR 0.00% 273 $27K New
EMBJ Embraer SA-Spon ADR 0.00% 453 $27K New
YUMC Yum China Holdings Inc. 0.00% 550 $27K New
GENZ Vaneck Digital Native Econom 0.00% 776 $27K New
SMFG Sumitomo Mitsui-Spons ADR 0.00% 1,355 $27K New
TSKFF Talisker Resources Ltd. 0.00% 24,768 $27K New
EA Electronic Arts Inc. 0.00% 131 $27K New
EME Emcor Group Inc. 0.00% 36 $27K New
ARKG ARK Genomic Revolution ETF 0.00% 1,000 $26K New
CVNA Carvana Co. 0.00% 84 $26K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.00% 180 $26K New
FTHI Fthi/First Trust Exchange-TR 0.00% 1,129 $26K New
EC Ecopetrol SA-Sponsored ADR 0.00% 1,718 $26K New
AU Anglogold Ashanti PLC 0.00% 264 $26K New
NTRL First Trust Equity Market Ne 0.00% 1,234 $26K New
VOOV Vanguard S&P 500 Value ETF 0.00% 125 $25K New
EMCS Xtracke MSCI Emer Ms ETF-Usd 0.00% 680 $25K New
IQV Iqvia Holdings Inc. 0.00% 148 $25K New
URA Global X Uranium ETF 0.00% 515 $25K New
BKLC BNY Mellon US LRG Cap Cor 0.00% 200 $25K New
MYLD Cambria Micro&smcap Yield 0.00% 891 $25K New
DXCM Dexcom Inc. 0.00% 396 $25K New
WDEF WT Europe Defensed FD 0.00% 794 $25K New
DPZ Domino's Pizza Inc. 0.00% 68 $24K New
PINK Simplify Health Care ETF 0.00% 718 $24K New
CPB The Campbell's Company 0.00% 1,084 $24K New
FIG Figma Inc. Class A 0.00% 1,142 $24K New
VIGI Vanguard Int Div App Indx FD 0.00% 272 $24K New
SMDV Proshrs RSL 2000 DVD GRW ETF 0.00% 350 $24K New
CLM Cornerstone Strategic Invest 0.00% 3,304 $24K New
PNW Pinnacle West Capital 0.00% 238 $24K New
IYG iShares U.S. Financial Servi 0.00% 287 $24K New
PNOV Innovator U.S. Equity Power 0.00% 577 $24K New
XYL Xylem Inc. 0.00% 197 $24K New
IEV iShares Europe ETF 0.00% 346 $24K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.00% 127 $23K New
RLI Rli Corp. 0.00% 406 $23K New
ENS Enersys 0.00% 131 $23K New
SOLS Solstice Adv Materials Inc. 0.00% 298 $23K New
BR Broadridge Financial Solutio 0.00% 138 $23K New
JMOM JPMorgan US Momentum Factor 0.00% 331 $22K New
IBTH iShares Ibonds Dec 2027 Term 0.00% 1,000 $22K New
GEN Gen Digital Inc. 0.00% 1,190 $22K New
TSCO Tractor Supply Company 0.00% 492 $22K New
XPCQX PIMCO California Muni Inc. FD 0.00% 2,601 $22K New
SMR Nuscale Power Corp. 0.00% 2,058 $22K New
CFG Citizens Financial Group 0.00% 370 $22K New
DOCN Digitalocean Holdings Inc. 0.00% 258 $22K New
ROST Ross Stores Inc. 0.00% 102 $22K New
HLI Houlihan Lokey Inc. 0.00% 153 $22K New
STPZ PIMCO 1-5 Year US Tips Index 0.00% 405 $22K New
RSG Republic Services Inc. 0.00% 100 $22K New
ZTS Zoetis Inc. 0.00% 182 $22K New
IBB iShares Biotechnology ETF 0.00% 127 $22K New
MTD Mettler-Toledo International 0.00% 17 $21K New
WOR Worthington Enterprises Inc. 0.00% 410 $21K New
CNI Canadian Natl Railway Co. 0.00% 208 $21K New
LRGF iShares US Equity Factor ETF 0.00% 320 $21K New
MOG.A Moog Inc. Class A 0.00% 72 $21K New
ETH Grayscale Ethereum Staking M 0.00% 1,056 $21K New
FPEI First Trust Institutional PR 0.00% 1,100 $21K New
IMNM Immunome Inc. 0.00% 950 $21K New
PPH Vaneck Pharmaceutical ETF 0.00% 200 $21K New
SNWGF Snowline Gold Corp. 0.00% 2,077 $21K New
PFN PIMCO Income Strategy FD II 0.00% 3,000 $21K New
IJT iShares S&P Small-Cap 600 GR 0.00% 142 $21K New
COHR Coherent Corp. 0.00% 86 $20K New
CVBF CVB Financial Corp. 0.00% 1,043 $20K New
SRUUF Sprott Physical Uranium TR 0.00% 1,000 $20K New
BSMR Invesco Bulletshares 2027 MB 0.00% 850 $20K New
BSMQ Invesco Bulletshares 2026 MB 0.00% 850 $20K New
ZM Zoom Communications Inc. 0.00% 249 $20K New
PFL PIMCO Income Strategy Fund 0.00% 2,500 $20K New
VG Venture Global Inc. Class A 0.00% 1,267 $20K New
CE Celanese Corp. 0.00% 302 $20K New
UEC Uranium Energy Corp. 0.00% 1,471 $20K New
SCHO Schwab Short-Term US Treas 0.00% 813 $20K New
MLDR Global X Intermte TTL ETF 0.00% 400 $20K New
LH Labcorp Holdings Inc. 0.00% 73 $19K New
IHI iShares U.S. Medical Devices 0.00% 360 $19K New
OIH Vaneck Oil Services ETF 0.00% 46 $19K New
PCTY Paylocity Holding Corp. 0.00% 177 $19K New
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.00% 52 $19K New
RIO Rio Tinto PLC-Spon ADR 0.00% 204 $19K New
PSQ Proshares Short QQQ 0.00% 589 $19K New
VHT Vanguard Health Care ETF 0.00% 69 $19K New
ESLT Elbit Systems Ltd. 0.00% 22 $19K New
PFGC Performance Food Group Co. 0.00% 218 $19K New
PROSHARES ULTRA BLOOMBERG NA 0.00% 1,150 $19K New
JUST Goldman Sachs Just US LRG 0.00% 200 $18K New
CRBN Ish Low Car Opt Ms Ac ETF-US 0.00% 83 $18K New
WAB Wabtec Corp. 0.00% 74 $18K New
VSNT Versant Media Group Inc. 0.00% 494 $18K Reduce -30.9%
HMOP Hartford Municipal Opp ETF 0.00% 471 $18K New
FIXD First Trust Smith Opportunis 0.00% 418 $18K New
BLSH Bullish 0.00% 508 $18K New
LUNR Intuitive Machines Inc. 0.00% 975 $18K New
SPHQ Invesco S&P 500 Quality ETF 0.00% 240 $18K New
ENLAY Enel SPA - Unspon ADR filed as ENEL SOCIETA PER AZIONI 0.00% 1,650 $18K New
CGAU Centerra Gold Inc. 0.00% 1,005 $18K New
IJK iShares S&P Mid-Cap 400 Grow 0.00% 175 $18K New
UTF Cohen & Steers Infrastructur 0.00% 678 $18K New
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.00% 185 $18K New
KEYS Keysight Technologies Inc. 0.00% 62 $18K New
AES AES Corp. 0.00% 1,241 $17K Reduce -88.0%
IBHI iShares Ibonds 2029 TM HY Inc. 0.00% 750 $17K New
DVY iShares Select Dividend ETF 0.00% 115 $17K New
OTIS Otis Worldwide Corp. 0.00% 226 $17K New
TDG Transdigm Group Inc. 0.00% 15 $17K New
VRSN Verisign Inc. 0.00% 70 $17K New
XTEN Bondbloxx BBG 10Y US TSY ETF 0.00% 379 $17K New
RMT Royce Micro-Cap Trust Inc. 0.00% 1,534 $17K New
ALM Almonty Industries Inc. 0.00% 1,186 $17K New
JBHT Hunt (jb) Transprt SVCS Inc. 0.00% 81 $17K New
QBTS D-Wave Quantum Inc. 0.00% 1,181 $17K New
WHR Whirlpool Corp. 0.00% 316 $17K New
SA Seabridge Gold Inc. 0.00% 600 $17K New
IMBBY Imperial Brands PLC-Spon ADR 0.00% 414 $17K New
DFEM Dimensional Emrg MRKT Core 0.00% 486 $17K New
AFB Allianceberstein NTL Muni 0.00% 1,568 $17K New
HL Hecla Mining Co. 0.00% 899 $17K New
TDW Tidewater Inc. 0.00% 200 $17K New
UAL United Airlines Holdings Inc. 0.00% 180 $17K New
PPA Invesco Aerospace & Defense 0.00% 100 $17K New
XJQCX Nuveen Credit Strategies Inc. 0.00% 3,389 $17K New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.00% 337 $16K New
FTEC Fidelity MSCI Info Tech Indx 0.00% 79 $16K New
ERTH Invesco MSCI Sustainable Fut 0.00% 345 $16K New
RDNT Radnet Inc. 0.00% 293 $16K New
EES Wisdomtree US Smallcap Fund 0.00% 282 $16K New
SBRA Sabra Health Care REIT Inc. 0.00% 849 $16K New
GLNG Golar LNG Ltd. 0.00% 300 $16K New
EWZ iShares MSCI Brazil ETF 0.00% 420 $16K New
LEU Centrus Energy Corp. Class A 0.00% 93 $16K New
AON Aon PLC Class A 0.00% 50 $16K New
TRX TRX Gold Corp. 0.00% 10,720 $16K New
HST Host Hotels & Resorts Inc. 0.00% 836 $16K New
KGEI Kolibri Global Energy Inc. 0.00% 2,917 $16K New
FICO Fair Isaac Corp. 0.00% 15 $16K New
WTRG Essential Utilities Inc. 0.00% 394 $16K New
SCHY Schwab International DVD ETF 0.00% 500 $16K New
AMKR Amkor Technology Inc. 0.00% 351 $16K New
ECHO Echostar Corp. Class A 0.00% 135 $16K New
PFFD Global X US Preferred ETF 0.00% 849 $16K New
FITE SS SPDR S&P Kensho FS ETF 0.00% 182 $16K New
QNXT iShares NSDQ 100 Ex Top 30 0.00% 594 $16K New
ATZAF Aritzia Inc.-Subordinate Voti 0.00% 191 $16K New
DUST Dir DLY Gol MN Idx BR 2X ETF 0.00% 305 $16K New
GLPI Gaming and Leisure Propertie 0.00% 350 $16K New
NVG Nuveen Amt-FR Muni CRDT 0.00% 1,258 $16K New
DNP DNP Select Income Fund Inc. 0.00% 1,500 $15K New
RVT Royce Small-Cap Trust Inc. 0.00% 929 $15K New
SHE SS SPDR MSCI U Gend Div ETF 0.00% 120 $15K New
STLA Stellantis NV 0.00% 2,155 $15K New
XHR Xenia Hotels & Resorts Inc. 0.00% 1,029 $15K New
EW Edwards Lifesciences Corp. 0.00% 190 $15K New
LRGE Clearbridge Large Cap Growth 0.00% 202 $15K New
WAT Waters Corp. 0.00% 51 $15K New
AUGO Aura Minerals Inc. 0.00% 185 $15K New
CLOA iShares Aaa Clo Act ETF-Usdi 0.00% 290 $15K New
EMC GLB X Emrg MRKT GRT Cnsumr 0.00% 484 $15K New
GNR State Street SPDR S&P Global 0.00% 200 $15K New
AIQ Global X Art Intel & Tech 0.00% 320 $15K New
BITO Proshares Bitcoin ETF-Usd 0.00% 1,593 $15K New
DALXF Spartan Delta Corp. 0.00% 1,600 $15K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.00% 204 $15K New
EXPE Expedia Group Inc. 0.00% 64 $15K New
LQDA Liquidia Corp. 0.00% 391 $15K New
SFST Southern First Bancshares 0.00% 268 $15K New
BTU Peabody Energy Corp. 0.00% 441 $15K New
LKNCY Luckin Coffee Inc. - ADR 0.00% 450 $14K New
PL Planet Labs PBC 0.00% 515 $14K New
CDX Simplify High Yield ETF 0.00% 670 $14K New
WCC Wesco International Inc. 0.00% 52 $14K New
SFLR Innovator Eqty MGD Floor ETF 0.00% 400 $14K New
IONQ Ionq Inc. 0.00% 491 $14K Reduce -89.8%
DISV Dimensional International SM 0.00% 358 $14K New
DTEGY Deutsche Telekom AG-Spon ADR 0.00% 380 $14K New
DIHP Dimensional International Hi 0.00% 437 $14K New
SCSB Sterling Cap Short DB ETF 0.00% 561 $14K New
PAA Plains All Amer Pipeline LP 0.00% 629 $14K New
KDP Keurig Dr Pepper Inc. 0.00% 532 $14K New
MEDP Medpace Holdings Inc. 0.00% 29 $14K New
SPYD SS SPDR P S&P 500 Hi Div ETF 0.00% 304 $14K New
GFI Gold Fields Ltd.-Spons ADR 0.00% 303 $14K New
NUVL Nuvalent Inc. Class A 0.00% 134 $14K New
RMD Resmed Inc. 0.00% 61 $14K New
NTAP Netapp Inc. 0.00% 133 $14K New
FITB Fifth Third Bancorp 0.00% 293 $14K New
BBY Best Buy Co. Inc. 0.00% 212 $14K New
SGDM Sprott Gold Miners ETF 0.00% 180 $14K New
XLSR SS US Sector Rotation 0.00% 232 $13K New
BALL Ball Corp. 0.00% 224 $13K New
RAL Ralliant Corp. 0.00% 316 $13K New
CRGY Crescent Energy Inc. Class A 0.00% 973 $13K New
BBIO Bridgebio Pharma Inc. 0.00% 176 $13K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 135 $13K New
IRS Irsa -SP ADR filed as IRSA INVERSIONES Y REP S A 0.00% 802 $13K New
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.00% 473 $13K New
GSVRF Guanajuato Silver Co. Ltd. 0.00% 29,056 $13K New
BIIB Biogen Inc. 0.00% 70 $13K New
DD Dupont DE Nemours Inc. 0.00% 278 $13K New
ESGU iShares ESG Aware MSCI USA 0.00% 90 $13K New
HIG Hartford Insurance Group Inc. 0.00% 94 $13K New
IAG Iamgold Corp. 0.00% 670 $13K Reduce -97.8%
SEZL Sezzle Inc. 0.00% 199 $13K New
IRDM Iridium Communications Inc. 0.00% 450 $12K New
WS Worthington Steel Inc. 0.00% 410 $12K New
QUBT Quantum Computing Inc. 0.00% 1,815 $12K New
SYM Symbotic Inc. 0.00% 233 $12K New
TAN Invesco Solar ETF 0.00% 220 $12K New
OKTA Okta Inc. 0.00% 156 $12K New
HUBS HubSpot Inc. 0.00% 50 $12K New
IBRX Immunitybio Inc. 0.00% 1,586 $12K New
EXK Endeavour Silver Corp. 0.00% 1,305 $12K New
TPR Tapestry Inc. 0.00% 86 $12K New
CMS CMS Energy Corp. 0.00% 156 $12K New
BOOT Boot Barn Holdings Inc. 0.00% 82 $12K New
XOP SS SPDR S&P Og Exp & Prod 0.00% 66 $12K New
RDW Redwire Corp. 0.00% 1,410 $12K New
WPP WPP PLC-Sponsored ADR 0.00% 769 $12K New
NVO Novo-Nordisk A/S-Spons ADR 0.00% 325 $12K New
TSEM Tower Semiconductor Ltd. 0.00% 68 $12K New
ACGL Arch Capital Group Ltd. 0.00% 124 $12K New
NXP Nuveen Select Tax-Free Inc. 0.00% 829 $12K New
MCHP Microchip Technology Inc. 0.00% 183 $12K New
HPE Hewlett Packard Enterprise 0.00% 498 $12K New
EPP iShares MSCI Pacific Ex Japa 0.00% 223 $12K New
DOW Dow Inc. filed as DOW HLDGS INC 0.00% 284 $12K New
CF CF Industries Holdings Inc. 0.00% 91 $12K New
RQI Cohen & Steers Qual Inc. RLTY 0.00% 979 $12K New
DOL Wisdomtree TR DVLP Intnl-Usd 0.00% 173 $12K New
CPRT Copart Inc. 0.00% 353 $12K New
Q Qnity Electronics Inc. 0.00% 101 $12K New
ISOU Isoenergy Ltd. 0.00% 1,087 $11K New
CRS Carpenter Technology 0.00% 29 $11K New
ORA Ormat Technologies Inc. 0.00% 102 $11K New
ONXGF Onyx Gold Corp. 0.00% 12,199 $11K New
AXSM Axsome Therapeutics Inc. 0.00% 67 $11K New
RBLX Roblox Corp. Class A 0.00% 199 $11K New
CONY Yieldmax Coin Option Is ETF 0.00% 426 $11K New
OILK Pros K-1 Free CR Oil ETF-Usd 0.00% 207 $11K New
ACWV iShares MSCI Global Min Vol 0.00% 93 $11K New
FENI Fidelity Enhanced Intl ETF 0.00% 297 $11K New
KMT Kennametal Inc. 0.00% 305 $11K New
MRNA Moderna Inc. 0.00% 215 $11K New
ACVU Hartford Alpha Cap Val ETF 0.00% 400 $11K New
MOD Modine Manufacturing Co. 0.00% 50 $11K New
STT State Street Corp. 0.00% 85 $11K New
SIEGY Siemens AG-Spons ADR 0.00% 88 $11K New
DRS Leonardo DRS Inc. 0.00% 240 $11K New
NVT Nvent Electric PLC 0.00% 90 $11K New
WDAY Workday Inc. Class A 0.00% 82 $11K Reduce -94.9%
GXO Gxo Logistics Inc. 0.00% 205 $11K New
SBSW Sibanye-Stillwater Ltd.-ADR 0.00% 856 $11K New
QLD Proshares Ultra QQQ 0.00% 172 $11K New
CPAY Corpay Inc. 0.00% 36 $10K New
VCV Invesco Ca Val Muni Inc. TR 0.00% 1,000 $10K New
EFC Ellington Financial Inc. 0.00% 880 $10K New
IPOOF Inplay Oil Corp. 0.00% 800 $10K New
LPTH Lightpath Technologies Inc. Class A 0.00% 1,030 $10K New
HDV iShares Core High Dividend E 0.00% 75 $10K New
RKT Rocket Cos Inc. Class A 0.00% 714 $10K New
IVT Inventrust Properties Corp. 0.00% 333 $10K New
AMPX Amprius Technologies Inc. 0.00% 600 $10K New
SGYEF Surge Energy Inc. 0.00% 1,500 $10K New
NCLH Norwegian Cruise Line Holdin 0.00% 540 $10K New
BILZ PIMCO Ultra SHRT Govt Active 0.00% 100 $10K New
RNMBY Rheinmetall AG-Unsp ADR 0.00% 30 $10K New
CWB SS SPDR BB Conv Sec ETF 0.00% 110 $10K New
MCO Moody's Corp. 0.00% 23 $10K Reduce -94.6%
SKYT Skywater Technology Inc. 0.00% 365 $10K New
HRL Hormel Foods Corp. 0.00% 439 $10K New
HMENF Hemisphere Energy Corp. 0.00% 5,000 $10K New
DOC Healthpeak Properties Inc. 0.00% 602 $10K New
ROL Rollins Inc. 0.00% 185 $10K New
BKV BKV Corporation 0.00% 345 $10K New
AEHR Aehr Test Systems 0.00% 265 $10K New
ONC Beone Medicines Ltd.-ADR 0.00% 33 $10K New
IDHQ Invesco S&P International DE 0.00% 277 $10K New
PCG P G & E Corp. 0.00% 555 $10K New
ARKK ARK Innovation ETF 0.00% 143 $10K New
KALU Kaiser Aluminum Corp. 0.00% 80 $10K New
TORXF Torex Gold Resources Inc. 0.00% 210 $10K New
FNMA Fannie Mae filed as FEDERAL NATL MTG ASSN 0.00% 1,320 $10K New
VOOG Vanguard S&P 500 Growth ETF 0.00% 23 $10K New
MTB M & T Bank Corp. filed as M & T BK CORP 0.00% 46 $10K New
WRD Weride Inc.-ADR 0.00% 1,175 $10K New
MIR Mirion Technologies Inc. 0.00% 510 $9K New
JDST Dir DLY Jun GM Ib 2X ETF-Usd 0.00% 272 $9K New
ALGN Align Technology Inc. 0.00% 55 $9K New
FCNCA First Citizens Bcshs Class A 0.00% 5 $9K New
SPHY SS SPDR P High Yield ETF 0.00% 400 $9K New
AMTM Amentum Holdings Inc. 0.00% 357 $9K New
IMCG iShares Morningstar Mid-Cap 0.00% 118 $9K New
YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA 0.00% 201 $9K New
SUBCY Subsea 7 SA-Spon ADR 0.00% 300 $9K New
SKE Skeena Resources Ltd. 0.00% 310 $9K New
XLG Invesco S&P 500 Top 50 ETF 0.00% 168 $9K New
SIMS SS SPDR S&P Kensho Is ETF 0.00% 217 $9K New
DECK Deckers Outdoor Corp. 0.00% 91 $9K New
POOL Pool Corp. 0.00% 45 $9K New
LEN Lennar Corp. Class A 0.00% 104 $9K Reduce -97.5%
L Loews Corp. 0.00% 85 $9K New
KRKNF Kraken Robotics Inc. 0.00% 1,565 $9K New
HPQ HP Inc. 0.00% 470 $9K New
NOCT Innovator Growth-100 Power B 0.00% 159 $9K New
AGEM Abrdn Emerg MRKT DVD Act 0.00% 220 $9K New
SGI Somnigroup International Inc. 0.00% 121 $9K New
BSCQ Invesco Bulletshares 2026 CB 0.00% 454 $9K New
ODD Oddity Tech Ltd. Class A 0.00% 662 $9K New
NXE Nexgen Energy Ltd. 0.00% 760 $9K New
MLPX Global X MLP & Energy Infras 0.00% 119 $9K New
HEI Heico Corp. 0.00% 32 $9K New
ZBH Zimmer Biomet Holdings Inc. 0.00% 97 $9K New
MPWR Monolithic Power Systems Inc. 0.00% 8 $9K New
CNC Centene Corp. 0.00% 267 $9K New
AGX Argan Inc. 0.00% 16 $9K New
A Agilent Technologies Inc. 0.00% 76 $9K New
STLD Steel Dynamics Inc. 0.00% 48 $9K New
NKTR Nektar Therapeutics 0.00% 120 $9K New
BAX Baxter International Inc. 0.00% 513 $9K New
VEEV Veeva Systems Inc. Class A 0.00% 49 $9K New
PGNY Progyny Inc. 0.00% 505 $9K New
TPL Texas Pacific Land Corp. 0.00% 18 $9K New
WST West Pharmaceutical Services 0.00% 34 $9K New
CRML Critical Metals Corp. 0.00% 1,071 $9K New
ANGPY Valterra Platinum-Spon ADR filed as ANGLO AMER 0.00% 601 $8K New
IAK iShares U.S. Insurance ETF 0.00% 66 $8K New
RHHBY Roche Holdings Ltd.-Spons ADR 0.00% 170 $8K New
DEHP Dimensional Emrg MRK Hi Prof 0.00% 249 $8K New
EU Encore Energy Corp. 0.00% 4,640 $8K New
CALM Cal-Maine Foods Inc. 0.00% 105 $8K New
VWDRY Vestas Wind Systems-Unsp ADR 0.00% 830 $8K New
XAWFX Alliancebernstein GL Hi Inc. 0.00% 800 $8K New
RUBLF Rubellite Energy Corp. 0.00% 3,200 $8K New
PSFE Paysafe Ltd. 0.00% 1,175 $8K New
UGL Proshares Ultra Gold 0.00% 130 $8K New
WY Weyerhaeuser Co. 0.00% 327 $8K New
SFM Sprouts Farmers Market Inc. 0.00% 103 $8K New
FOXA Fox Corp. Class A 0.00% 135 $8K New
MGM MGM Resorts International 0.00% 213 $8K New
CRNX Crinetics Pharmaceuticals Inc. 0.00% 216 $8K New
HPI John Hancock Prefer Inc. 0.00% 500 $8K New
MJ Amplify Alternat Harvest ETF 0.00% 339 $8K New
ASA ASA Gold and Precious Metals 0.00% 125 $8K New
DiscoverySilverCorp 0.00% 1,205 $8K New
PRAX Praxis Precision Medicines I 0.00% 24 $8K New
GTBIF Green Thumb Industries Inc. 0.00% 1,210 $8K New
VTRS Viatris Inc. 0.00% 571 $8K New
WLK Westlake Corp. 0.00% 66 $8K New
LTSRF Lotus Resources Ltd. 0.00% 8,695 $8K New
SSRM SSR Mining Inc. 0.00% 260 $8K New
ENTG Entegris Inc. 0.00% 65 $8K New
TBBB BBB Foods Inc. Class A 0.00% 215 $8K New
FTAI Ftai Aviation Ltd. 0.00% 31 $8K New
BSCR Invesco Bulletshares 2027 CB 0.00% 387 $8K New
APG Api Group Corp. 0.00% 186 $8K New
IOCT Innovator Int Dev Power Buff 0.00% 215 $8K New
DG Dollar General Corp. 0.00% 63 $7K New
UAMY United States Antimony Corp. 0.00% 855 $7K New
DFGR Dim Global Real Estate ETF 0.00% 280 $7K New
AIT Applied Industrial Tech Inc. 0.00% 28 $7K New
CSGP Costar Group Inc. 0.00% 184 $7K New
IYJ iShares U.S. Industrials ETF 0.00% 50 $7K New
SSO Proshares Ultra S&P500 0.00% 140 $7K New
NTES Netease Inc.-ADR 0.00% 65 $7K New
QLC NT US Qual LC ETF 0.00% 93 $7K New
INDA iShares MSCI India ETF 0.00% 155 $7K New
NWSA News Corp. Class A 0.00% 290 $7K New
PKG Packaging Corp. of America 0.00% 34 $7K New
MDLN Medline Inc. Class A 0.00% 162 $7K New
UURAF Ucore Rare Metals Inc. 0.00% 1,800 $7K New
RYN Rayonier Inc. 0.00% 348 $7K New
NMAI Nuveen Multi-Asset Income 0.00% 568 $7K New
JPLD JPMorgan Ltd. Duration ETF 0.00% 133 $7K New
BRTR iShares Total Return Act ETF 0.00% 137 $7K New
PPIH Perma-Pipe International Hol 0.00% 230 $7K New
LPG Dorian LPG Ltd. 0.00% 200 $7K New
BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F 0.00% 63 $7K New
CRH CRH PLC 0.00% 63 $7K New
ZS Zscaler Inc. 0.00% 47 $7K New
GFS Globalfoundries Inc. 0.00% 148 $7K New
OMC Omnicom Group 0.00% 87 $7K New
NFE New Fortress Energy Inc. 0.00% 11,049 $7K Add +2.0%
VIAV Viavi Solutions Inc. 0.00% 195 $6K New
SNDA Sonida Senior Living Inc. 0.00% 200 $6K New
UHS Universal Health Services-B 0.00% 36 $6K New
FFIV F5 Inc. 0.00% 22 $6K New
AGZ iShares Agency Bond ETF 0.00% 58 $6K New
BG Bunge Global SA 0.00% 50 $6K New
MOS The Mosaic Co. 0.00% 249 $6K New
FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD 0.00% 97 $6K New
AIG American International Group 0.00% 84 $6K Reduce -98.8%
PTC PTC Inc. 0.00% 44 $6K New
FTCB FT Core Investment Grade ETF 0.00% 299 $6K New
INCY Incyte Corp. 0.00% 66 $6K New
HOLX Hologic Inc. 0.00% 82 $6K Reduce -98.6%
FINGF Finning International Inc. 0.00% 100 $6K New
FFIN First Finl Bankshares Inc. 0.00% 210 $6K New
CRON Cronos Group Inc. 0.00% 2,451 $6K New
MHO M/I Homes Inc. 0.00% 50 $6K New
ATI Ati Inc. 0.00% 42 $6K New
PODD Insulet Corp. 0.00% 29 $6K New
ENSG The Ensign Group Inc. 0.00% 30 $6K New
TXNM TXNM Energy Inc. 0.00% 103 $6K New
IT Gartner Inc. 0.00% 38 $6K New
XPEV Xpeng Inc. - ADR 0.00% 350 $6K New
ELAN Elanco Animal Health Inc. 0.00% 250 $6K New
FLG Flagstar Bank NA 0.00% 451 $6K New
CBRL Cracker Barrel Old Country 0.00% 211 $6K New
FIS Fidelity National Info Serv 0.00% 126 $6K New
SPIB SS SPDR P Int C Corp. ETF 0.00% 176 $6K New
EXR Extra Space Storage Inc. 0.00% 45 $6K New
PDEX Pro-Dex Inc. 0.00% 120 $6K New
APUE Activepassive US Equity ETF 0.00% 147 $6K New
GAMR Amplify Video Game LDRS ETF 0.00% 77 $6K New
TYL Tyler Technologies Inc. 0.00% 17 $6K New
NRXS Neuraxis Inc. 0.00% 780 $6K New
SG Sweetgreen Inc. Class A 0.00% 1,111 $6K New
PKE Park Aerospace Corp. 0.00% 210 $6K New
BELFB Bel Fuse Inc. Class B 0.00% 29 $6K New
SPSM SS SPDR P S&P 600 Small Cap 0.00% 118 $6K New
FDVV Fidelity High Dividend ETF 0.00% 103 $6K New
NUGT Dirxn DLY GM Indx B2X ETF-Ui 0.00% 30 $6K New
LVS Las Vegas Sands Corp. 0.00% 105 $6K New
DHC Diversified Healthcare Trust 0.00% 850 $6K New
NWS News Corp. Class B 0.00% 198 $6K New
NTRS Northern Trust Corp. 0.00% 40 $6K New
REXR Rexford Industrial Realty Inc. 0.00% 170 $6K New
EG Everest Group Ltd. 0.00% 17 $6K New
AAL American Airlines Group Inc. 0.00% 516 $6K New
AFEM FRST Trust Ac Fact Em ETF-US 0.00% 67 $6K New
FOUR SHIFT4 Payments Inc. Class A 0.00% 125 $5K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.00% 380 $5K New
CCL Carnival Corp. 0.00% 210 $5K New
ZAP GX US Electrification ETF 0.00% 168 $5K New
MSCI MSCI Inc. 0.00% 10 $5K New
LAC Lithium Americas Corp. 0.00% 1,363 $5K New
OMF Onemain Holdings Inc. 0.00% 100 $5K New
FRO Frontline PLC 0.00% 150 $5K New
BROS Dutch Bros Inc. Class A 0.00% 103 $5K New
BSM Black Stone Minerals LP 0.00% 345 $5K New
SDZNY Sandoz Group AG-ADR 0.00% 66 $5K New
TM Toyota Motor Corp. -Spon ADR 0.00% 25 $5K New
URNJ Sprott Jr Uranium Miners ETF 0.00% 175 $5K New
IVZ Invesco Ltd. 0.00% 211 $5K New
IDXX Idexx Laboratories Inc. 0.00% 9 $5K New
ANF Abercrombie & Fitch Co. Class A 0.00% 55 $5K New
CRL Charles River Laboratories 0.00% 29 $5K New
GMED Globus Medical Inc. Class A 0.00% 58 $5K New
FIGB Fidelity Invest GRD BND ETF 0.00% 115 $5K New
JHX James Hardie Ind PLC 0.00% 260 $5K New
NE Noble Corp. PLC 0.00% 100 $5K New
ABX Abacus Global Management Inc. 0.00% 620 $5K New
HP Helmerich & Payne 0.00% 135 $5K New
EFX Equifax Inc. 0.00% 27 $5K New
HXL Hexcel Corp. 0.00% 60 $5K New
TMQ Trilogy Metals Inc. 0.00% 1,350 $5K New
DLTR Dollar Tree Inc. 0.00% 44 $5K New
PNBK Patriot National Bancorp Inc. 0.00% 3,700 $5K New
PRM Perimeter Solutions Inc. 0.00% 195 $5K New
HYFI AB High Yield ETF filed as AB ACTIVE ETFS INC 0.00% 126 $5K New
VKTX Viking Therapeutics Inc. 0.00% 143 $5K New
NI Nisource Inc. 0.00% 99 $5K New
COGT Cogent Biosciences Inc. 0.00% 120 $5K New
DNN Denison Mines Corp. 0.00% 1,300 $5K New
SDIV Global X Superdividend ETF 0.00% 180 $5K New
ITB iShares U.S. Home Constructi 0.00% 50 $5K New
IMPUY Impala Platinum-Spon ADR 0.00% 309 $5K New
TKR Timken Co. 0.00% 45 $5K New
MHVYF Mitsubishi Heavy Industries 0.00% 170 $5K New
LGN Legence Corp. Class A 0.00% 80 $5K New
NAK Northern Dynasty Minerals 0.00% 3,190 $4K New
ETD Ethan Allen Interiors Inc. 0.00% 199 $4K New
HUBB Hubbell Inc. 0.00% 9 $4K New
RGTI Rigetti Computing Inc. 0.00% 315 $4K New
TLRY Tilray Brands Inc. 0.00% 681 $4K New
GLOF iShares Global Equity Factor 0.00% 84 $4K New
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.00% 61 $4K New
SBGSY Schneider Elect SE-Unsp ADR 0.00% 80 $4K New
FISV Fiserv Inc. 0.00% 78 $4K New
PURR Hyperliquid Strategies 0.00% 850 $4K New
PPG PPG Industries Inc. 0.00% 40 $4K New
GEMI Gemini Space Station Inc. Class A 0.00% 972 $4K New
SMHI Seacor Marine Holdings Inc. 0.00% 600 $4K New
SWKS Skyworks Solutions Inc. 0.00% 80 $4K New
GDDY GoDaddy Inc. Class A 0.00% 51 $4K New
VRSK Verisk Analytics Inc. 0.00% 22 $4K New
QS Quantumscape Corp. 0.00% 653 $4K New
LCID Lucid Group Inc. 0.00% 437 $4K New
RBRK Rubrik Inc. Class A 0.00% 85 $4K New
SBR Sabine Royalty Trust 0.00% 55 $4K New
FXI iShares China Large-Cap ETF 0.00% 114 $4K New
TXT Textron Inc. 0.00% 47 $4K New
SOLV Solventum Corp. 0.00% 63 $4K New
IWN iShares Russell 2000 Value E 0.00% 21 $4K New
FPS Forgent Power Solutions Class A 0.00% 140 $4K New
OGIG Alps Oshares Global Internet 0.00% 100 $4K New
PSMT Pricesmart Inc. 0.00% 27 $4K New
GNW Genworth Financial Inc. 0.00% 500 $4K New
GSAT Globalstar Inc. 0.00% 61 $4K New
TKO Tko Group Holdings Inc. 0.00% 20 $4K New
SAFRY Safran SA-Unspon ADR 0.00% 49 $4K New
LNT Alliant Energy Corp. 0.00% 56 $4K New
MPT Medical Properties Trust Inc. 0.00% 866 $4K New
COO The Cooper Cos Inc. 0.00% 56 $4K New
AMP Ameriprise Financial Inc. 0.00% 9 $4K New
IEX Idex Corp. 0.00% 21 $4K New
TEN Tsakos Energy Navigation Ltd. 0.00% 100 $4K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.00% 150 $4K New
PEYUF Peyto Exploration & Dev Corp. 0.00% 200 $4K New
ECNS iShares MSCI China Small-Cap 0.00% 120 $4K New
ZWS Zurn Elkay Water Solutions C 0.00% 87 $4K New
ARE Alexandria Real Estate Equit 0.00% 84 $4K New
DOCU Docusign Inc. 0.00% 82 $4K New
MITSY Mitsui & Co. Ltd.-Spons ADR 0.00% 5 $4K New
EHC Encompass Health Corp. 0.00% 40 $4K New
CIBR First Trust Nasdaq Cybersecu 0.00% 60 $4K New
BBSC JPMorgan Betabuilders US SC 0.00% 51 $4K New
CGW Invesco S&P Global Water Ind 0.00% 59 $4K New
OC Owens Corning 0.00% 35 $4K New
SILXY Silex Systems Limited-SP ADR 0.00% 200 $4K New
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 0.00% 58 $4K New
STE Steris PLC 0.00% 17 $4K New
INGR Ingredion Inc. 0.00% 33 $4K New
DJT Trump Media & Technology Gro 0.00% 399 $4K New
DVA Davita Inc. 0.00% 24 $4K New
TNL Travel + Leisure Co. 0.00% 53 $4K New
MTDR Matador Resources Co. 0.00% 58 $4K New
RJF Raymond James Financial Inc. 0.00% 25 $4K New
VMI Valmont Industries 0.00% 9 $4K New
SPMO Invesco S&P 500 Momentum ETF 0.00% 32 $4K New
MICC The Magnum Ice Cream Co. NV 0.00% 240 $4K New
ECH iShares MSCI Chile ETF 0.00% 90 $4K New
UPST Upstart Holdings Inc. 0.00% 135 $3K New
OWL Blue Owl Capital Inc. 0.00% 378 $3K New
IDYA Ideaya Biosciences Inc. 0.00% 103 $3K New
DHF BNYM High Yield Strategies filed as BNY MELLON HIGH YIELD STRATE 0.00% 1,406 $3K New
ONDS Ondas Inc. 0.00% 377 $3K New
NVTS Navitas Semiconductor Corp. 0.00% 387 $3K New
EPAM Epam Systems Inc. 0.00% 25 $3K New
VT Vanguard Tot World STK ETF 0.00% 24 $3K New
NIO Nio Inc. - ADR 0.00% 545 $3K New
AVY Avery Dennison Corp. 0.00% 19 $3K New
AVB Avalonbay Communities Inc. 0.00% 20 $3K New
LSCC Lattice Semiconductor Corp. 0.00% 35 $3K New
ACMR Acm Research Inc. Class A 0.00% 82 $3K New
RYTM Rhythm Pharmaceuticals Inc. 0.00% 37 $3K New
CPNG Coupang Inc. 0.00% 170 $3K New
CLNXF Cellnex Telecom SA 0.00% 100 $3K New
FMCC Freddie Mac filed as FEDERAL HOME LN MTG CORP 0.00% 500 $3K New
BMI Badger Meter Inc. 0.00% 21 $3K New
CTSH Cognizant Tech Solutions-A 0.00% 52 $3K New
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.00% 32 $3K New
CGC Canopy Growth Corp. 0.00% 3,335 $3K New
SOLAI LIMITED 0.00% 3,975 $3K New
HSTXF Heliostar Metals Ltd. 0.00% 1,783 $3K New
ISTB iShares Core 1-5 Year Usd Bo 0.00% 64 $3K New
AMLP Alerian MLP ETF 0.00% 58 $3K New
CERY SS SPDR BBG En RY CM St N-Ui 0.00% 84 $3K New
KMX Carmax Inc. 0.00% 71 $3K New
TVTX Travere Therapeutics Inc. 0.00% 98 $3K New
MAS Masco Corp. 0.00% 48 $3K New
CRUS Cirrus Logic Inc. 0.00% 20 $3K New
AXTI Axt Inc. 0.00% 50 $3K New
PTGX Protagonist Therapeutics Inc. 0.00% 27 $3K New
CDE Coeur Mining Inc. 0.00% 151 $3K New
CWLPF Caldwell Partners Intl 0.00% 5,000 $3K New
SCOP Sprott Physical Copper Trust 0.00% 275 $3K New
CHTR Charter Communications Inc. Class A 0.00% 13 $3K New
BITB Bitwise Bitcoin ETF 0.00% 75 $3K New
RRC Range Resources Corp. 0.00% 61 $3K New
ETSY Etsy Inc. 0.00% 55 $3K New
RCAT Red Cat Holdings Inc. 0.00% 210 $3K New
HOMB Home Bancshares Inc. 0.00% 101 $3K New
CW Curtiss-Wright Corp. 0.00% 4 $3K New
MAGS Roundhill Magnificent Seven 0.00% 46 $3K New
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.00% 46 $3K New
DY Dycom Industries Inc. 0.00% 8 $3K New
WIX Wix.com Ltd. 0.00% 30 $3K New
NAT Nordic American Tankers Ltd. 0.00% 460 $3K New
IRMD Iradimed Corp. 0.00% 28 $3K New
HROW Harrow Inc. 0.00% 75 $3K New
OMDA Omada Health Inc. 0.00% 210 $3K New
FOX Fox Corp. Class B 0.00% 49 $3K New
DRIV Global X Autonomous&elec-ETF 0.00% 85 $3K New
DHT DHT Holdings Inc. 0.00% 142 $3K New
MATW Matthews Intl Corp. Class A 0.00% 100 $3K New
OSPN Onespan Inc. 0.00% 244 $3K New
SAIC Science Applications Inte 0.00% 27 $3K New
SXI Standex International Corp. 0.00% 10 $3K New
EBND State Street SPDR Bloomberg 0.00% 123 $3K New
REZI Resideo Technologies Inc. 0.00% 75 $3K New
IIPR Innovative Industrial Proper 0.00% 50 $3K New
GPIX GLDM SA S&P 500 PR in ETF-US 0.00% 50 $3K New
CHRD Chord Energy Corp. 0.00% 17 $2K New
DNLI Denali Therapeutics Inc. 0.00% 130 $2K New
HDB HDFC Bank Ltd.-ADR 0.00% 100 $2K New
XONE Bondbloxx BBG 1 Dur US Treas 0.00% 50 $2K New
BRVMF Bravo Mining Corp. 0.00% 1,060 $2K New
NABZY National Australia BK-SP ADR 0.00% 170 $2K New
BIPC Brookfield Infrastructure-A 0.00% 62 $2K New
HERO Global X Video Games& Esport 0.00% 95 $2K New
FRT Federal Realty Invs Trust 0.00% 23 $2K New
CPK Chesapeake Utilities Corp. 0.00% 19 $2K New
SW Smurfit Westrock PLC 0.00% 61 $2K New
NXST Nexstar Media Group Inc. 0.00% 13 $2K New
IXUS iShares Core Intl Stock ETF 0.00% 28 $2K New
PALL Abrdn Physical Palladium SHS 0.00% 18 $2K New
TGS Transportador Gas-ADR SP B 0.00% 70 $2K New
PIFYF Pine Cliff Energy Ltd. 0.00% 5,000 $2K New
WHD Cactus Inc. Class A 0.00% 51 $2K New
AFCG Advanced Flower Capital Inc. 0.00% 856 $2K New
NLOP Net Lease Office Property 0.00% 207 $2K New
VSAT Viasat Inc. 0.00% 52 $2K New
FLNG Flex LNG Ltd. 0.00% 80 $2K New
FRHLF Freehold Royalties Ltd. 0.00% 190 $2K New
APIE Activepassive Intl Eqty ETF 0.00% 67 $2K New
MRP Millrose Properties 0.00% 84 $2K New
STWD Starwood Property Trust Inc. 0.00% 136 $2K New
UBS UBS Group AG-Reg 0.00% 60 $2K New
INSW International Seaways Inc. 0.00% 32 $2K New
HYDB iShares High Yield Systemati 0.00% 50 $2K New
SSB Southstate Bank Corp. 0.00% 25 $2K New
OGN Organon & Co. 0.00% 379 $2K New
SOXL Direx Dail Semi Bu 3X Et-Usd 0.00% 47 $2K New
TRMLF Tourmaline Oil Corp. 0.00% 47 $2K New
VZLA Vizsla Silver Corp. 0.00% 675 $2K New
BLDR Builders Firstsource Inc. 0.00% 27 $2K New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.00% 14 $2K New
TTDKY TDK Corp.-Sponsored ADR 0.00% 171 $2K New
VLOWY Vallourec SA-SPN ADR 0.00% 425 $2K New
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.00% 60 $2K New
SUNS Sunrise Realty Trust Inc. 0.00% 285 $2K New
LMAT Lemaitre Vascular Inc. 0.00% 20 $2K New
SDOW Proshares Ultpro SHRT DOW30 0.00% 61 $2K New
WYFI Whitefiber Inc. 0.00% 180 $2K New
RYAAY Ryanair Holdings PLC-SP ADR 0.00% 37 $2K New
AIP Arteris Inc. 0.00% 130 $2K New
PR Permian Resources Corp. Class A 0.00% 100 $2K New
DASTY Dassault Systemes S-Spon ADR 0.00% 105 $2K New
QURE Uniqure NV 0.00% 130 $2K New
BATRA Atlanta Braves Holdings in-A 0.00% 45 $2K New
MLSPF Melrose Industries PLC 0.00% 320 $2K New
SDRL Seadrill Limited 0.00% 46 $2K New
EWH iShares MSCI Hong Kong ETF 0.00% 90 $2K New
WH Wyndham Hotels & Resorts Inc. 0.00% 25 $2K New
BORMF Borealis Mining Co. Ltd. 0.00% 2,000 $2K New
KIM Kimco Realty Corp. 0.00% 92 $2K New
EGO Eldorado Gold Corp. 0.00% 60 $2K New
KNSL Kinsale Capital Group Inc. 0.00% 6 $2K New
XENE Xenon Pharmaceuticals Inc. 0.00% 35 $2K New
NVII Rex Nvda Growth & Income ETF 0.00% 85 $2K New
TWST Twist Bioscience Corp. 0.00% 42 $2K New
CYTK Cytokinetics Inc. 0.00% 30 $2K New
NSSC Napco Security Technologies 0.00% 50 $2K New
CBLL Ceribell Inc. 0.00% 107 $2K New
SMCAY SMC Corp.-Sponsored ADR 0.00% 100 $2K New
CRSP Crispr Therapeutics AG 0.00% 41 $2K New
ASPI Asp Isotopes Inc. 0.00% 436 $2K New
NAMS Newamsterdam Pharma Co. NV 0.00% 60 $2K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.00% 45 $2K New
ATEN A10 Networks Inc. 0.00% 82 $2K New
PLTM Graniteshares Platinum Trust 0.00% 100 $2K New
PPC Pilgrim's Pride Corp. 0.00% 50 $2K New
BKSY Blacksky Technology Inc. 0.00% 75 $2K New
LI Li Auto Inc. - ADR 0.00% 105 $2K New
SNDR Schneider National Inc. Class B 0.00% 71 $2K New
ARGT Global X MSCI Argentina ETF 0.00% 20 $2K New
TRMB Trimble Inc. 0.00% 28 $2K New
GPMT Granite Point Mortgage Trust 0.00% 1,248 $2K New
AMBA Ambarella Inc. 0.00% 35 $2K New
QRVO Qorvo Inc. 0.00% 23 $2K New
EWT iShares MSCI Taiwan ETF 0.00% 25 $2K New
ENVX Enovix Corp. 0.00% 339 $2K New
ESML iShares ESG Aware MSCI USA S 0.00% 37 $2K New
SBAC SBA Communications Corp. 0.00% 10 $2K New
AYA Aya Gold & Silver Inc. 0.00% 110 $2K New
MRNY Yldmx Mrna Opt Inc. Strtg ETF 0.00% 90 $2K New
BXP BXP Inc. 0.00% 32 $2K New
WFG West Fraser Timber Co. Ltd. 0.00% 25 $2K New
CRAI Cra International Inc. 0.00% 10 $2K New
RY Royal Bank of Canada 0.00% 10 $2K New
KDEF Plus Korea Defns Ind Id ETF 0.00% 30 $2K New
RR Richtech Robotics Inc. Class B 0.00% 750 $2K New
HHDS Highlands REIT Inc. 0.00% 4,928 $2K New
AIZ Assurant Inc. 0.00% 7 $2K New
AGNT Agnt Inc. filed as EXP WORLD HLDGS INC 0.00% 250 $1K New
WB Weibo Corp.-Spon ADR 0.00% 170 $1K New
AWI Armstrong World Industries 0.00% 9 $1K New
MGY Magnolia Oil & Gas Corp. Class A 0.00% 47 $1K New
IMDX Insight Molecular Diagnostic 0.00% 450 $1K New
BETA Beta Technologies Inc. Class A 0.00% 100 $1K New
KD Kyndryl Holdings Inc. 0.00% 112 $1K New
PPTA Perpetua Resources Corp. 0.00% 52 $1K New
RVMD Revolution Medicines Inc. 0.00% 15 $1K New
LPX Louisiana-Pacific Corp. 0.00% 20 $1K New
ALLE Allegion PLC 0.00% 10 $1K New
Z Zillow Group Inc. Class C 0.00% 35 $1K New
JEF Jefferies Financial Group Inc. 0.00% 35 $1K New
UTI Universal Technical Institut 0.00% 40 $1K New
DINO HF Sinclair Corp. 0.00% 23 $1K New
CLH Clean Harbors Inc. 0.00% 5 $1K New
FLY Firefly Aerospace Inc. 0.00% 50 $1K New
CRDO Credo Technology Group Holdi 0.00% 15 $1K New
OPEN Opendoor Technologies Inc. 0.00% 300 $1K New
PETS Petmed Express Inc. 0.00% 614 $1K New
DCTH Delcath Systems Inc. 0.00% 150 $1K New
BKRRF BlackRock Silver Corp. 0.00% 1,444 $1K New
FSV Firstservice Corp. 0.00% 10 $1K New
CSIQ Canadian Solar Inc. 0.00% 100 $1K New
SMTC Semtech Corp. 0.00% 18 $1K New
ARLP Alliance Resource Partners 0.00% 50 $1K New
STM Stmicroelectronics NV-NY SHS 0.00% 40 $1K New
INVH Invitation Homes Inc. 0.00% 55 $1K New
AOS Smith (a.o.) Corp. 0.00% 20 $1K New
DXYZ Destiny TECH100 Inc. 0.00% 50 $1K New
CDW CDW Corp. 0.00% 11 $1K New
SIRI Sirius XM Holdings Inc. 0.00% 57 $1K New
ZIM Zim Integrated Shipping Serv 0.00% 50 $1K New
SPLB SS SPDR P Long Term C ETF 0.00% 59 $1K New
TECH Bio-Techne Corp. 0.00% 25 $1K New
CURLF Curaleaf Holdings Inc. 0.00% 600 $1K New
CPT Camden Property Trust 0.00% 13 $1K New
ECO Okeanis Eco Tankers Corp. 0.00% 25 $1K New
ACES Alps Clean Energy ETF 0.00% 37 $1K New
STUB Stubhub Holdings Inc. Class A 0.00% 201 $1K New
PARR Par Pacific Holdings Inc. 0.00% 20 $1K New
APTV Aptiv PLC 0.00% 18 $1K New
SLDP Solid Power Inc. 0.00% 411 $1K New
BTBT Bit Digital Inc. 0.00% 935 $1K New
MAA Mid-America Apartment Comm 0.00% 10 $1K New
VXRT Vaxart Inc. 0.00% 2,000 $1K New
ACB Aurora Cannabis Inc. 0.00% 368 $1K New
MOH Molina Healthcare Inc. 0.00% 9 $1K New
PRF Invesco Rafi US 1000 ETF 0.00% 25 $1K New
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.00% 16 $1K New
TTMI TTM Technologies 0.00% 12 $1K New
VSS Vanguard Ftse All Wo X-US SC 0.00% 8 $1K New
METC Ramaco Resources Inc. Class A 0.00% 75 $1K New
SYF Synchrony Financial 0.00% 17 $1K New
KYN Kayne Anderson Energy Infra 0.00% 80 $1K New
CRLBF Cresco Labs Inc.-Subordinate 0.00% 1,300 $1K New
VICR Vicor Corp. 0.00% 7 $1K New
PRCT Procept Biorobotics Corp. 0.00% 45 $1K New
WYNN WYNN Resorts Ltd. 0.00% 11 $1K New
ESP Espey MFG & Electronics Corp. 0.00% 20 $1K New
GUSH Direxion Daily S&P Oil & Gas 0.00% 25 $1K New
ALAB Astera Labs Inc. 0.00% 10 $1K New
VPG Vishay Precision Group 0.00% 25 $1K New
PLPC Preformed Line Products Co. 0.00% 4 $1K New
MITK Mitek Systems Inc. 0.00% 80 $1K New
MSTY Yieldmax MSTR Option Is ETF 0.00% 50 $1K New
PPRUY Kering-Unsponsored ADR 0.00% 35 $1K New
TTEK Tetra Tech Inc. 0.00% 35 $1K New
HUM Humana Inc. 0.00% 6 $1K New
ZBRA Zebra Technologies Corp. Class A 0.00% 5 $1K New
USAS Americas Gold and Silver Cor 0.00% 200 $1K New
VDE Vanguard Energy ETF 0.00% 6 $1K New
TECK Teck Resources Ltd.-CLS B 0.00% 20 $1K New
AMR Alpha Metallurgical Resource 0.00% 5 $1K New
ONTO Onto Innovation Inc. 0.00% 5 $1K New
SEDG Solaredge Technologies Inc. 0.00% 20 $1K New
SEI Solaris Energy Infrastructur 0.00% 18 $1K New
BF.B Brown-Forman Corp. Class B 0.00% 38 $1K New
SOBO South Bow Corp. 0.00% 30 $999 New
RITM Rithm Capital Corp. 0.00% 105 $995 New
COLL Collegium Pharmaceutical Inc. 0.00% 30 $992 New
REG Regency Centers Corp. 0.00% 13 $983 New
ESQ Esquire Financial Holdings I 0.00% 9 $967 New
SNAP Snap Inc. Class A 0.00% 210 $966 New
UTZ Utz Brands Inc. 0.00% 121 $959 New
TSII Rex Tsla Growth & Income ETF 0.00% 50 $949 New
CRBP Corbus Pharmaceuticals Holdi 0.00% 100 $939 New
LII Lennox International Inc. 0.00% 2 $928 New
SHAK Shake Shack Inc. Class A 0.00% 10 $884 New
TE T1 Energy Inc. 0.00% 200 $878 New
XEXGX Eaton Vance Tax-Managed Glob 0.00% 100 $866 New
PEGA Pegasystems Inc. 0.00% 20 $851 New
MYRG MYR Group Inc./Delaware 0.00% 3 $846 New
TFX Teleflex Inc. 0.00% 7 $837 New
EWA iShares MSCI Australia ETF 0.00% 30 $832 New
SQQQ Proshares Ultrapro Short QQQ 0.00% 10 $829 New
GTX Garrett Motion Inc. 0.00% 45 $817 New
DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC 0.00% 20 $805 New
KLIC Kulicke & Soffa Industries 0.00% 12 $788 New
AGNC AGNC Investment Corp. 0.00% 77 $772 New
TNDM Tandem Diabetes Care Inc. 0.00% 40 $766 New
WFAFY Wesfarmers Limited-Unsp ADR 0.00% 30 $762 New
BCC Boise Cascade Co. 0.00% 10 $758 New
SMMT Summit Therapeutics Inc. 0.00% 40 $758 New
GLCNF Glencore PLC 0.00% 100 $755 New
PENN Penn Entertainment Inc. 0.00% 50 $751 New
PINS Pinterest Inc. Class A 0.00% 41 $751 New
TTAM Titan America SA 0.00% 50 $749 New
SCHC Schwab Intl Small-Cap Equity 0.00% 16 $747 New
ILMN Illumina Inc. 0.00% 6 $739 New
ADDYY Adidas AG-Sponsored ADR 0.00% 9 $721 New
WULF Terawulf Inc. 0.00% 50 $721 New
SDSI Amer Cent SH Dur Strat Inc. 0.00% 14 $718 New
PRIM Primoris Services Corp. 0.00% 5 $715 New
DOLE Dole PLC 0.00% 50 $714 New
SWMR Swarmer Inc. 0.00% 15 $708 New
RWR SS SPDR Dow Jones REIT ETF 0.00% 7 $706 New
JMIA Jumia Technologies AG-ADR 0.00% 100 $690 New
MWA Mueller Water Products Inc. Class A 0.00% 25 $687 New
FWONK Liberty Media Corp. Class C 0.00% 8 $680 Reduce -99.6%
VAW Vanguard Materials ETF 0.00% 3 $676 New
SERV Serve Robotics Inc. 0.00% 80 $675 New
CSL Carlisle Cos Inc. 0.00% 2 $667 New
EEFT Euronet Worldwide Inc. 0.00% 10 $663 New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.00% 10 $662 New
WVE Wave Life Sciences Ltd. 0.00% 90 $652 New
HALO Halozyme Therapeutics Inc. 0.00% 10 $646 New
LTBR Lightbridge Corp. 0.00% 60 $639 New
AMRC Ameresco Inc. Class A 0.00% 25 $637 New
IPO Renaissance Ipo ETF 0.00% 15 $632 New
PI Impinj Inc. 0.00% 6 $616 New
PGEZF Stillwater Critical Minerals 0.00% 2,655 $613 New
UDR Udr Inc. 0.00% 18 $608 New
EVLV Evolv Technologies Holdings 0.00% 100 $605 New
GPN Global Payments Inc. 0.00% 9 $605 New
LPLA LPL Financial Holdings Inc. 0.00% 2 $601 New
BEAM Beam Therapeutics Inc. 0.00% 25 $595 New
MRLN Merlin Inc. 0.00% 80 $588 New
BW Babcock & Wilcox Enterpr 0.00% 40 $587 New
AAON Aaon Inc. 0.00% 7 $579 New
VELO VELO3D Inc. 0.00% 60 $563 New
APAM Artisan Partners Asset Ma -A 0.00% 15 $562 New
MNDY Monday.com Ltd. 0.00% 8 $552 New
OUST Ouster Inc. 0.00% 30 $551 New
FLNC Fluence Energy Inc. 0.00% 40 $550 New
ASRHF Astroscale Holdings Inc. 0.00% 100 $550 New
PAAS Pan American Silver Corp. 0.00% 10 $546 New
SRPT Sarepta Therapeutics Inc. 0.00% 25 $544 New
BWA Borgwarner Inc. 0.00% 10 $542 New
POWL Powell Industries Inc. 0.00% 1 $541 New
JOBY Joby Aviation Inc. 0.00% 65 $536 New
LAR Lithium Argentina AG 0.00% 80 $534 New
MTLS Materialise NV-ADR 0.00% 108 $532 New
ATLKY Atlas Copco AB-Spons ADR A 0.00% 30 $528 New
FN Fabrinet 0.00% 1 $521 New
ACHR Archer Aviation Inc. Class A 0.00% 100 $517 New
IG Prin Invest Grad Corp. ETF-Ui 0.00% 25 $515 New
ARI Apollo Commercial Real Estat 0.00% 47 $505 New
KNF Knife River Corp. 0.00% 6 $489 New
CAVA Cava Group Inc. 0.00% 6 $485 New
FPH Five Point Holdings LLC Class A 0.00% 100 $484 New
SOUN Soundhound AI Inc. Class A 0.00% 70 $480 New
HIMX Himax Technologies Inc.-ADR 0.00% 60 $472 New
NOV Nov Inc. 0.00% 25 $470 New
SIDU Sidus Space Inc. Class A 0.00% 200 $464 New
WING Wingstop Inc. 0.00% 3 $464 New
NEXOY Nexon Co. Ltd.-Unsp ADR 0.00% 25 $457 New
ADMA Adma Biologics Inc. 0.00% 50 $450 New
MYGN Myriad Genetics Inc. 0.00% 100 $450 New
GILT Gilat Satellite Networks Ltd. 0.00% 30 $450 New
FLXS Flexsteel Inds 0.00% 10 $449 New
ASIX Advansix Inc. 0.00% 18 $439 New
UA Under Armour Inc. Class C 0.00% 75 $434 New
ELF Elf Beauty Inc. 0.00% 7 $424 New
KNTNF K92 Mining 0.00% 25 $424 New
TRLV Trulieve Cannabis Corp. 0.00% 75 $420 New
VNET Vnet Group Inc.-ADR 0.00% 50 $419 New
CNXC Concentrix Corp. 0.00% 15 $414 New
GTM Zoominfo Technologies Inc. 0.00% 68 $406 New
NXGCF Nexgold Mining Corp. 0.00% 372 $405 New
BYDDF BYD Co. Ltd. Class H 0.00% 30 $404 New
DOCS Doximity Inc. Class A 0.00% 17 $396 New
DNOW Dnow Inc. 0.00% 33 $393 New
ORKA Oruka Therapeutics Inc. 0.00% 8 $392 New
TAP Molson Coors Beverage Co. Class B 0.00% 9 $387 New
CCOI Cogent Communications Holdin 0.00% 20 $376 New
DXC DXC Technology Co. 0.00% 30 $375 New
MTCH Match Group Inc. 0.00% 12 $368 New
BRKR Bruker Corp. 0.00% 10 $361 New
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 5 $342 New
KRE SS SPDR S&P Regional Bank 0.00% 5 $331 New
CORT Corcept Therapeutics Inc. 0.00% 8 $322 New
MD Pediatrix Medical Group Inc. 0.00% 15 $320 New
VGLT Vanguard Long-Term Treasury 0.00% 5 $319 New
TTAN Servicetitan Inc. Class A 0.00% 5 $317 New
KSS Kohls Corp. 0.00% 24 $315 New
GWRE Guidewire Software Inc. 0.00% 2 $299 New
PAYC Paycom Software Inc. 0.00% 2 $243 New
SOLT 2X Solana ETF 0.00% 5 $227 New
HIMS Hims & Hers Health Inc. 0.00% 11 $227 New
STEX Streamex Corp. 0.00% 200 $226 New
PTMC Pacer Trendpilot US Mid Cap 0.00% 5 $219 New
SOCL Global X Social Media ETF 0.00% 5 $216 New
GMINF G Mining Venture Corp. 0.00% 6 $210 New
EXNRF Excellon Resources Inc. 0.00% 695 $210 New
PK Park Hotels & Resorts Inc. 0.00% 20 $210 New
SOLZ Solana ETF 0.00% 25 $209 New
VTS Vitesse Energy Inc. 0.00% 11 $199 New
DNRSF Denarius Metals Corp. 0.00% 264 $192 New
DDD 3D Systems Corp. filed as 3D SYS CORP DEL 0.00% 100 $188 New
XOVR Ershares Private-Public Cros 0.00% 10 $168 New
ONLN Proshares Online Retail ETF 0.00% 3 $159 New
GWLLF Great Wall Motor Co. Ltd. Class H 0.00% 100 $157 New
DEO Diageo PLC-Sponsored ADR 0.00% 2 $148 New
CESDF Ces Energy Solutions Corp. 0.00% 11 $145 New
PSKY Paramount Skydance Class B 0.00% 16 $144 New
SITKF Sitka Gold Corp. 0.00% 220 $137 New
NG Novagold Resources Inc. 0.00% 15 $134 New
CC The Chemours Co. 0.00% 6 $132 New
IPGP Ipg Photonics Corp. 0.00% 1 $114 New
INVU Investview Inc. 0.00% 4,000 $112 New
GAME Gamesquare Hldgs Inc. 0.00% 377 $101 New
MAT Mattel Inc. 0.00% 7 $101 New
FUWAY Furukawa Electric-Unspon ADR 0.00% 1 $92 New
PSNY Polestar Automotive Class A ADS 0.00% 5 $91 New
NTCPF Northisle Copper & Gold Inc. 0.00% 42 $89 New
XOS Xos Inc. 0.00% 53 $86 New
GENERATION INCOME PPTYS INC 0.00% 326 $83 New
SE Sea Ltd.-ADR 0.00% 1 $82 New
FWONA Liberty Media Corp. Class A 0.00% 1 $78 New
W Wayfair Inc. Class A 0.00% 1 $75 New
SIGA Siga Technologies Inc. 0.00% 13 $69 New
WOLF Wolfspeed Inc. 0.00% 4 $65 New
CERT Certara Inc. 0.00% 10 $57 New
PTEN Patterson-Uti Energy Inc. 0.00% 5 $54 New
TOST Toast Inc. Class A 0.00% 2 $53 New
GRAL Grail Inc. 0.00% 1 $51 New
EBS Emergent Biosolutions Inc. 0.00% 5 $41 New
COSRF Cosigo Resources Ltd. 0.00% 1,333 $39 New
CTGO Contango Silver & Gold Inc. 0.00% 2 $37 New
GRFS Grifols SA-ADR 0.00% 4 $32 New
ONPH Oncology Pharma Inc. 0.00% 400 $32 New
ARGTF Artemis Gold Inc. 0.00% 1 $27 New
MNTR Mentor Capital Inc. 0.00% 400 $27 New
TUNGF American Tungsten Corp. 0.00% 14 $26 New
SBDS Solo Brands Inc. Class A 0.00% 7 $26 New
SPCE Virgin Galactic Holdings Inc. 0.00% 11 $26 New
EFXT Enerflex Ltd. 0.00% 1 $20 New
ABBRF Abrasilver Resource Corp. 0.00% 2 $18 New
FREEGOLD VENTURES LTD 0.00% 20 $16 New
PSEC Prospect Capital Corp. 0.00% 5 $15 New
PYXS Pyxis Oncology Inc. 0.00% 10 $14 New
TIGCF Triumph Gold Corp. 0.00% 25 $9 New
ASGOF Asante Gold Corp. 0.00% 10 $8 New
BHLL Bunker Hill Mining Corp. 0.00% 2 $8 New
NOK Nokia Corp.-Spon ADR 0.00% 1 $8 New
CARM Carisma Therapeutics Inc. 0.00% 200 $6 New
ONL Orion Properties Inc. 0.00% 3 $6 New
BLNK Blink Charging Co. 0.00% 10 $5 New
FARADAY FUTURE INTLGT ELEC I 0.00% 20 $5 New
GALERA THERAPEUTICS INC 0.00% 93 $4 New
RNW Renew Energy Global PLC-A 0.00% 1 $4 New
AZZTF Aztec Minerals Corp. 0.00% 20 $3 New
AUMBF 1911 Gold Corp. 0.00% 5 $3 New
GOTRF Goliath Resources Ltd. 0.00% 2 $2 New
VIVO Vivopower PLC Class A 0.00% 1 $2 New
GMGMF Graphene Manufacturing Group 0.00% 2 $2 New
AAGFF Aftermath Silver Ltd. 0.00% 2 $1 New
Contra Abiomed Inc Com filed as ABIOMED INC - CVR 0.00% 6 $0 New
ADURO BIOTECH CVR 0.00% 10 $0 New
ALBIREO PHARMA INC 0.00% 8 $0 New
Escrow Altegrity Inc Com 0.00% 353 $0 New
BLUEPRINT MEDIC CVR COMMON STOCK CONTRA CUSIP 0.00% 11 $0 New
BECC Breitling Energy Corp. 0.00% 2,000 $0 New
BRIAPRO THERAPEUTICS 0.00% 40 $0 New
CDEX Cdex Inc. Class A 0.00% 3 $0 New
CBIS Cannabis Science Inc. 0.00% 3,000 $0 New
CHINOOK THERAPEUTICS CVR 0.00% 30 $0 New
CCMZ Complete Care Medical Inc. 0.00% 3 $0 New
COMS Comsovereign Holding Corp. 0.00% 1 $0 New
FFLWF Fire & Flower Holdings Corp. 0.00% 800 $0 New
FLEXSHS INTL QTY DIV XXXPENDING FUTURE DISTRIBUTEFF: 01/28/25 0.00% 115 $0 New
FSPM Fusion Pharm Inc. 0.00% 2,000 $0 New
GNCAQ Genocea Biosciences Inc. 0.00% 2,958 $0 New
KARUF Karus Mining Inc. 0.00% 333 $0 New
LFIN Longfin Corp. 0.00% 50 $0 New
LAZRQ Luminar Technologies Inc. 0.00% 3 $0 New
MPXOF MPX International Corp. 0.00% 200 $0 New
MDMN Medinah Minerals Inc. 0.00% 100,000 $0 New
MZEIQ Medizone International Inc. 0.00% 6,250 $0 New
BRISTOL MYERS SQUIBB CO NON-TR 0.00% 2 $0 New
NRTLQ Nortel Networks Corp. 0.00% 10 $0 New
OBQI Oilsands Quest Inc. 0.00% 1,500 $0 New
GREENTREE SOFTWARE I XXXREGISTRATION REVOKED BY THE SEC EFF: 02/17/10 0.00% 10,200 $0 New
CONTRA SAGE THERAPUTICS 0.00% 5 $0 New
SCIO DIAMOND TECHNOLOGY CORP 0.00% 100 $0 New
SESEN BIO I N C 0.00% 4,000 $0 New
SICP Silvergate Capital Corp. Class A 0.00% 11 $0 New
SONNET BIOTHERAPEUTI XXXCONTINGENET VALUE RIGHT EFF: 12/03/2025 0.00% 625 $0 New
SUNWQ Sunworks Inc. 0.00% 150 $0 New
CNABQ United Cannabis Corp. 0.00% 1,250 $0 New
VRAYQ Viewray Inc. 0.00% 40 $0 New
WALGREENS BOOTS ALLIANCE 0.00% 1,557 $0 New
WGMCF Winston Gold Corp. 0.00% 17,000 $0 New
YELLQ Yellow Corp. 0.00% 100 $0 New
CONTRA ZYNERBA PHARMAC 0.00% 23 $0 New
CREVF Carbon Revolution PLC 0.00% 10 $0 New
CYBERARK SOFTWARE LTD CORP ACT EXP: 08/10/26 filed as CONTRA CYBERARK SOFT FNPV 0.00% 7 $0 New
MATRIX IT LTD OXXXPENDING POSSIBLE FURTUREEFF: 0.00% 1,532 $0 New
MBBYF Mobileye NV 0.00% 10 $0 New
Other holdings (49): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
SecurityClassShares / PrincipalValueChange
NATIONAL STORAGE AFFILIA (NSA 6 PERP) COM 14,073$563KNew
MORGAN STANLEY (MS 6.875 PERP F) PFD 9,599$240KNew
DUKE ENERGY CORP (DUK 5.75 PERP A) Common Stock 3,747$91KNew
ENTERGY TEXAS INC (ETR 5.375 PERP A) PREFERRED STOCK 2,817$67KNew
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD 1,335$48KNew
MORGAN STANLEY (MS 7.125 PERP E) PFD 47$1KNew
GOLDMAN SACHS GROUP INC (GS F PERP D) Preferred Stock 47$895New
US BANCORP (USB F PERP B*) COM 48$877New
M&T BANK CORPORATION (MTB V5.625 PERP H) Common Stock 31$764New
CHARLES SCHWAB CORP (SCHW 5.95 PERP D) Common Stock 30$727New
FIFTH THIRD BANCORP (FITB 4.95 PERP K) Common Stock 38$718New
KEYCORP (KEY V6.125 PERP E) Common Stock 29$716New
KIMCO REALTY CORP (KIM 5.125 PERP L) PFD 36$697New
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 88,140$616Reduce -5.4%
WELLS FARGO & COMPANY (WFC 5.625 PERP Y) PREFERRED STOCK 26$611New
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A 25$602New
MORGAN STANLEY (MS 5.85 PERP K) Bond 25$584New
CAPITAL ONE FINANCIAL CO (COF 5 PERP I) Preferred Stock 31$578New
ALLSTATE CORP (ALL 5.1 PERP H) PFD 29$573New
VORNADO REALTY TRUST (VNO 5.25 PERP M) PFD 35$566New
REGIONS FINANCIAL CORP (RF V5.7 PERP C) Common Stock 22$517New
FLAGSTAR BANK NA (FLG V6.375 PERP A.) Equities 23$484New
CITIZENS FINANCIAL GROUP (CFG 5 PERP E) Common Stock 23$428New
PINNACLE FINANCL PARTNRS (PNFP V8.397 PERP B) COM 15$383New
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 8$343New
US BANCORP (USB 5.5 PERP K) Common Stock 16$343New
KEYCORP (KEY 5.65 PERP F) PFD 16$332New
KEYCORP (KEY 5.625 PERP G) COM 15$314New
PUBLIC STORAGE (PSA 5.15 PERP F) PREFERRED STOCK 16$313New
DIGITAL REALTY TRUST INC (DLR 5.25 PERP J) PREFERRED STOCK 14$283New
FIFTH THIRD BANCORP (FITB V7.67122 PERP I) PFD 10$251New
STATE STREET CORP (STT V5.35 PERP G) Common Stock 11$237New
ENTERGY NEW ORLEANS LLC (ETR 5.5 04/01/66) PFD 9$197New
FEDERAL REALTY INVS TRST (FRT 5 PERP C) PFD 9$173New
HARTFORD INSUR GRP INC/T (HIG 6 PERP G) Common Stock 7$172New
KIMCO REALTY CORP (KIM 5.25 PERP M) PFD 8$160New
METLIFE INC (MET 5.625 PERP E) Common Stock 7$157New
DIGITAL REALTY TRUST INC (DLR 5.85 PERP K) PUBLIC 7$154New
PS BUSINESS PARKS INC (PSB 5.25 PERP X) PFD 16$152New
PUBLIC STORAGE (PSA 5.6 PERP H) Common Stock 7$152New
BANK OF AMERICA CORP (BAC 5.375 PERP KK) PFD 7$151New
BANK OF AMERICA CORP (BAC 5.875 PERP HH) Common Stock 6$147New
ASSOC BANC-CORP (ASB 5.875 PERP E) PREFERRED STOCK 7$145New
VORNADO REALTY TRUST (VNO 5.4 PERP L) Equity 9$145New
DIGITAL REALTY TRUST INC (DLR 5.2 PERP L) PFDs, REITs, 7$135New
PUBLIC STORAGE (PSA 4.875 PERP I) Common Stock 7$130New
PS BUSINESS PARKS INC (PSB 5.2 PERP Y) PREFERRED STOCK 8$76New
FIRST REPUBLIC BANK (FRCB 5.5 PERP I) PREFERRED STOCK 16$0New
FIRST REPUBLIC BANK (FRCB 5.125 PERP H) PREFERRED STOCK 13$0New
Lines left out (11) · $246 — a value with no share or principal amount
SecurityClassSharesValue
MC Moelis & Co. Class A CL A0$50
IFRA iShares US Infrastructure US INFRASTRUC0$49
XHB SS SPDR S&P Homebldrs ETF ST STR SP HOME0$38
ANGL Vaneck Fallen Angel High YLD FALLEN ANGEL HG0$28
CNS Cohen & Steers Inc. COM0$23
NPK National Presto Inds Inc. COM0$19
HRB H&R Block Inc. COM0$16
SPHB Invesco S&P 500 High Beta Et S&P 500 HB ETF0$14
CWH Camping World Holdings Inc. Class A CL A0$4
HEI.A Heico Corp. Class A CL A0$3
LKQ LKQ Corp. COM0$2

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $1.3B.

Portfolio Sells Q4 2025 → Q1 2026
CRM Salesforce Inc. Reduce -5.6% 0.28% −0.61
RDIV Invesco S&P Ultra Dividend Reduce -1.6% 0.25% −0.26
SPGI S&P Global Inc. Reduce -35.8% 0.06% −0.19
DIA SS SPDR Dow Jones Indus Avg Reduce -11.3% 0.12% −0.18
AVAV Aerovironment Inc. Reduce -2.2% 0.09% −0.18
KKR KKR & Co. Inc. Reduce -33.6% 0.05% −0.15
HUSV FT Horizon MNGD Vol Dom ETF Reduce -9.9% 0.10% −0.14
NOW ServiceNow Inc. Reduce -38.7% 0.03% −0.14
BSX Boston Scientific Corp. Reduce -12.2% 0.05% −0.14
IHDG Wisdomtree International Hed Reduce -53.0% 0.04% −0.14
ORLY O'reilly Automotive Inc. Reduce -96.4% 0.00% −0.12
CTRE Caretrust REIT Inc. Reduce -2.1% 0.11% −0.12
XLI SS Industrial Select Sector Reduce -91.0% 0.01% −0.12
PGR Progressive Corp. Reduce -89.7% 0.01% −0.12
IQDG Wisdomtree Intl QLTY DVD GRW Reduce -27.4% 0.05% −0.11
ACN Accenture PLC Class A Reduce -78.3% 0.01% −0.10
CMI Cummins Inc. Reduce -1.4% 0.09% −0.10
VMC Vulcan Materials Co. Reduce -57.2% 0.02% −0.10
AIG American International Group Reduce -98.8% 0.00% −0.09
ADBE Adobe Inc. Reduce -75.9% 0.01% −0.09
CARR Carrier Global Corp. Reduce -92.5% 0.00% −0.09
ORI Old Republic Intl Corp. Reduce -0.9% 0.06% −0.09
BAB Invesco Taxable Municipal Bo Reduce -18.6% 0.05% −0.09
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -83.4% 0.01% −0.08
ARES Ares Management Corp. Class A Reduce -7.9% 0.03% −0.08
TRTX TPG Re Finance Trust Inc. Reduce -2.1% 0.06% −0.08
IAG Iamgold Corp. Reduce -97.8% 0.00% −0.08
RCL Royal Caribbean Cruises Ltd. Reduce -87.4% 0.00% −0.08
BIBL Inspire 100 ETF Reduce -6.4% 0.07% −0.08
CVS CVS Health Corp. Reduce -3.5% 0.05% −0.08
EPI Wisdomtree India Earnings Reduce -29.9% 0.03% −0.07
LEN Lennar Corp. Class A Reduce -97.5% 0.00% −0.07
PNR Pentair PLC Reduce -77.3% 0.01% −0.07
HOLX Hologic Inc. Reduce -98.6% 0.00% −0.07
EMR Emerson Electric Co. Reduce -78.0% 0.01% −0.07
URI United Rentals Inc. Reduce -10.4% 0.04% −0.06
ECL Ecolab Inc. Reduce -34.4% 0.03% −0.06
DKS Dick's Sporting Goods Inc. Reduce -14.1% 0.04% −0.06
ELV Elevance Health Inc. Reduce -90.8% 0.00% −0.06
LAMR Lamar Advertising Co. Class A Reduce -0.8% 0.05% −0.06
GL Globe Life Inc. Reduce -0.2% 0.05% −0.06
AFL Aflac Inc. Reduce -22.5% 0.03% −0.06
WDAY Workday Inc. Class A Reduce -94.9% 0.00% −0.05
OBDC Blue Owl Capital Corp. Reduce -0.0% 0.04% −0.05
IGF iShares Global Infrastructur Reduce -79.4% 0.01% −0.05
BDX Becton Dickinson and Co. Reduce -8.3% 0.03% −0.05
LNG Cheniere Energy Inc. Reduce -33.8% 0.04% −0.05
RACE Ferrari NV Sold out 0.00% −0.04
SPYG SS SPDR P S&P 500 Growth ETF Reduce -78.9% 0.00% −0.04
ADC Agree Realty Corp. Reduce -3.8% 0.04% −0.04

Portfolio Buys Q4 2025 → Q1 2026
SCHD Schwab US DVD Equity ETF Add +723.7% 1.04% +0.80
USFR Wisdomtree Floating Rate Tre Add +4139.5% 0.82% +0.78
GILD Gilead Sciences Inc. New 0.73% +0.73
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +473.6% 1.00% +0.62
DYNF Ishrs US E F R A ETF-Usd Inc. Add +984.3% 0.53% +0.42
PTLC Pacer Trendpilot US Large Ca New 0.40% +0.40
PHYS Sprott Physical Gold Trust New 0.38% +0.38
BBUS JPMorgan Betabuilders US Equ New 0.36% +0.36
GOVT iShares US Treasury Bond ETF Add +940.6% 0.43% +0.34
QUAL iShares MSCI USA Quality Fac Add +2149.0% 0.35% +0.31
MUB iShares National Muni Bond E Add +1874.6% 0.32% +0.29
PCAR Paccar Inc. New 0.27% +0.27
VRIG Invesco Variable Rate Invest New 0.25% +0.25
IWB iShares Russell 1000 ETF Add +647.8% 0.34% +0.24
MO Altria Group Inc. Add +344.3% 0.40% +0.23
DGRW Wisdomtree U.S. Quality Divi Add +238.8% 0.63% +0.22
IDMO Invesco S&P International DE New 0.22% +0.22
CVX Chevron Corp. Add +132.1% 0.63% +0.20
VTI VG Morningstar TS MKT ETF-US Add +403.3% 0.35% +0.20
COST Costco Wholesale Corp. Add +152.6% 0.70% +0.19
JMSI JPM Sus Municipal Income New 0.18% +0.18
JGRO JPMorgan Active Growth ETF New 0.18% +0.18
EMLP First Trust North American E New 0.18% +0.18
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +663.2% 0.25% +0.17
SPY SS SPDR S&P 500 ETF Trust-US Add +400.8% 0.31% +0.17
TDI Touchstone Dynamic Intl ETF New 0.17% +0.17
SPDN Dir DLY SP 500 BR 1X ETF-Usi New 0.17% +0.17
JIRE JPMorgan Int Res Enh Eqty New 0.17% +0.17
SPGP Invesco S&P 500 Garp ETF New 0.17% +0.17
HBTA Horizon Expedition Plus ETF New 0.16% +0.16
MBB iShares MBS ETF Add +937.3% 0.21% +0.16
JEPI JPMorgan Equity Premium Inco Add +1005.8% 0.20% +0.16
PXH Inves Rafi Emer MRKT-Usd Inc. New 0.16% +0.16
SMOT Vaneck Morningstar Smid Moat New 0.15% +0.15
PIT Vaneck Commodity Strat ETF New 0.15% +0.15
XOM Exxon Mobil Corp. Add +87.1% 0.77% +0.15
NOBL Proshares S&P 500 Dividend A Add +237.7% 0.37% +0.14
IQSI Nylim Cndrm Intrnt Eq ETF-Ui New 0.14% +0.14
PAVE Global X US Infrastructure New 0.14% +0.14
EZU iShares MSCI Eurozone ETF New 0.14% +0.14
VEA Vanguard Ftse Developed ETF Add +299.9% 0.28% +0.13
SYSB iShares Systematic Bond ETF New 0.13% +0.13
VEU Vanguard Ftse All-World Ex-U Add +311.0% 0.26% +0.13
JAVA JPMorgan Active Value ETF New 0.13% +0.13
SGOV iShares 0-3 Month Treasury B Add +162.9% 0.66% +0.13
SCCO Southern Copper Corp. New 0.12% +0.12
THRO iShares U.S. Thematic Rotati New 0.12% +0.12
CATY Cathay General Bancorp New 0.12% +0.12
SPHD Invesco S&P 500 High Dividen New 0.11% +0.11
AAPL Apple Inc. Add +133.8% 4.75% +0.11

Notes & Other Activity Q4 2025 → Q1 2026
NATIONAL STORAGE AFFILIA (NSA 6 PERP) COM New 14,073 $563K
MORGAN STANLEY (MS 6.875 PERP F) PFD New 9,599 $240K
DUKE ENERGY CORP (DUK 5.75 PERP A) Common Stock New 3,747 $91K
ENTERGY TEXAS INC (ETR 5.375 PERP A) PREFERRED STOCK New 2,817 $67K
ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) 6.75 SE B PFD New 1,335 $48K
MORGAN STANLEY (MS 7.125 PERP E) PFD New 47 $1K
GOLDMAN SACHS GROUP INC (GS F PERP D) Preferred Stock New 47 $895
US BANCORP (USB F PERP B*) COM New 48 $877
M&T BANK CORPORATION (MTB V5.625 PERP H) Common Stock New 31 $764
CHARLES SCHWAB CORP (SCHW 5.95 PERP D) Common Stock New 30 $727
FIFTH THIRD BANCORP (FITB 4.95 PERP K) Common Stock New 38 $718
KEYCORP (KEY V6.125 PERP E) Common Stock New 29 $716
KIMCO REALTY CORP (KIM 5.125 PERP L) PFD New 36 $697
GABELLI EQUITY TRUST-RT RIGHT 04/14/2026 Reduce -5.4% 88,140 $616
WELLS FARGO & COMPANY (WFC 5.625 PERP Y) PREFERRED STOCK New 26 $611
RLJ LODGING TRUST (RLJ 1.95 PERP A) CUM CONV PFD A New 25 $602
MORGAN STANLEY (MS 5.85 PERP K) Bond New 25 $584
CAPITAL ONE FINANCIAL CO (COF 5 PERP I) Preferred Stock New 31 $578
ALLSTATE CORP (ALL 5.1 PERP H) PFD New 29 $573
VORNADO REALTY TRUST (VNO 5.25 PERP M) PFD New 35 $566
REGIONS FINANCIAL CORP (RF V5.7 PERP C) Common Stock New 22 $517
FLAGSTAR BANK NA (FLG V6.375 PERP A.) Equities New 23 $484
CITIZENS FINANCIAL GROUP (CFG 5 PERP E) Common Stock New 23 $428
PINNACLE FINANCL PARTNRS (PNFP V8.397 PERP B) COM New 15 $383
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 New 8 $343
US BANCORP (USB 5.5 PERP K) Common Stock New 16 $343
KEYCORP (KEY 5.65 PERP F) PFD New 16 $332
KEYCORP (KEY 5.625 PERP G) COM New 15 $314
PUBLIC STORAGE (PSA 5.15 PERP F) PREFERRED STOCK New 16 $313
DIGITAL REALTY TRUST INC (DLR 5.25 PERP J) PREFERRED STOCK New 14 $283
FIFTH THIRD BANCORP (FITB V7.67122 PERP I) PFD New 10 $251
STATE STREET CORP (STT V5.35 PERP G) Common Stock New 11 $237
ENTERGY NEW ORLEANS LLC (ETR 5.5 04/01/66) PFD New 9 $197
FEDERAL REALTY INVS TRST (FRT 5 PERP C) PFD New 9 $173
HARTFORD INSUR GRP INC/T (HIG 6 PERP G) Common Stock New 7 $172
KIMCO REALTY CORP (KIM 5.25 PERP M) PFD New 8 $160
METLIFE INC (MET 5.625 PERP E) Common Stock New 7 $157
DIGITAL REALTY TRUST INC (DLR 5.85 PERP K) PUBLIC New 7 $154
PS BUSINESS PARKS INC (PSB 5.25 PERP X) PFD New 16 $152
PUBLIC STORAGE (PSA 5.6 PERP H) Common Stock New 7 $152
BANK OF AMERICA CORP (BAC 5.375 PERP KK) PFD New 7 $151
BANK OF AMERICA CORP (BAC 5.875 PERP HH) Common Stock New 6 $147
ASSOC BANC-CORP (ASB 5.875 PERP E) PREFERRED STOCK New 7 $145
VORNADO REALTY TRUST (VNO 5.4 PERP L) Equity New 9 $145
DIGITAL REALTY TRUST INC (DLR 5.2 PERP L) PFDs, REITs, New 7 $135
PUBLIC STORAGE (PSA 4.875 PERP I) Common Stock New 7 $130
PS BUSINESS PARKS INC (PSB 5.2 PERP Y) PREFERRED STOCK New 8 $76
MC Moelis & Co. Class A CL A New 0 $50
IFRA iShares US Infrastructure US INFRASTRUC New 0 $49
XHB SS SPDR S&P Homebldrs ETF ST STR SP HOME New 0 $38

Showing the first 50 of 62.

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 355$37.1MQQQ, IVV, TLTW, SGOV, JAAA
Q1 2026 2,016$1.3BNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2025 492$619.8MNVDA, AAPL, MSFT, GOOGL, AMZN
Q3 2025 450$593.0MNVDA, AAPL, MSFT, AMZN, GOOGL
Q2 2025 434$540.1MNVDA, AAPL, MSFT, AMZN, AVGO
Q1 2025 430$505.2MAAPL, NVDA, MSFT, AMZN, DGRW
Q4 2024 432$523.4MAAPL, NVDA, MSFT, AMZN, SPYM
Q3 2024Amended 910$640.5MAAPL, NVDA, DGRW, WINN, MSFT
Q2 2024 408$480.2MNVDA, AAPL, MSFT, DGRW, AMZN