EP Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), EP Wealth Advisors, LLC reported 1,476 stock positions worth $19.2 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 8.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 7.9%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 3.6%).

Most Recent 13F
Q2 2026
Location
TORRANCE, CA
CIK
0001540569
Portfolio Value
$19.2B (Q4 2025)
SEC Filing
0001398344-26-003327 ↗ filed Feb 18, 2026

Holdings Value

0$10.0B$20.0B$30.0B Q1 2024: $8.6B Q1 2024 Q2 2024: $9.4B Q2 2024 Q3 2024: $11.6B Q3 2024 Q4 2024: $12.3B Q4 2024 Q1 2025: $12.5B Q1 2025 Q2 2025: $15.2B Q2 2025 Q4 2025: $19.2B $19.2B Q4 2025 Q1 2026: $20.3B Q1 2026 Q2 2026: $26.2B Q2 2026

Holdings 1,476 stocks · $19.2B

VUG Vanguard Mrngstar GR ETF-Sui 8.78% 3,464,230 $1.7B —
VTV Vanguard Mrngstr Val ETF-Aui 7.86% 7,915,910 $1.5B —
VOE Vngrd Mrngstr MD-Cap Val ETF 3.60% 3,906,096 $692.8M —
BIV Vanguard Intermediate-Term B 3.49% 8,635,792 $672.6M —
AAPL Apple Inc. 3.24% 2,291,304 $622.9M —
VIGI Vanguard Int Div App Indx FD 3.10% 6,533,152 $597.5M —
IGSB iShares 1-5Y Inv Grade Corp. 2.89% 10,517,099 $556.1M —
NVDA Nvidia Corp. 2.33% 2,405,666 $448.7M —
MSFT Microsoft Corp. 2.05% 816,222 $394.7M —
VOT Vngrd Mrngstr MC GRW ETF-Usd 2.04% 1,405,344 $392.3M —
VWO Vanguard Ftse Emerging Marke 2.01% 7,186,168 $386.3M —
GOOGL Alphabet Inc. Class A 1.72% 1,056,915 $330.8M —
SPY SS SPDR S&P 500 ETF Trust-US 1.65% 466,906 $318.4M —
DFIV Dimensional International Va 1.58% 6,098,853 $304.3M —
AVGO Broadcom Inc. 1.54% 856,403 $296.4M —
AMZN Amazon.com Inc. 1.46% 1,217,007 $280.9M —
AGG iShares Core U.S. Aggregate 1.44% 2,780,493 $277.7M —
DFAT Dimensional US Target Value 1.29% 4,183,471 $249.1M —
VBK Van Morst SML-Cap Gro-Usd Inc. 1.22% 776,329 $234.5M —
XLK SS Technology Select Sector 1.22% 1,627,052 $234.2M —
VOO Vanguard S&P 500 ETF 1.15% 353,724 $221.8M —
JPM JPMorgan Chase & Co. 1.08% 646,590 $208.3M —
ADVISOR MANAGED PORTFOLIOS 0.99% 4,090,871 $191.3M —
GOVT iShares US Treasury Bond ETF 0.79% 6,570,523 $151.3M —
META Meta Platforms Inc. Class A 0.71% 207,297 $136.8M —
IVV iShares Core S&P 500 ETF 0.71% 198,621 $136.0M —
JNJ Johnson & Johnson 0.67% 627,432 $129.8M —
COST Costco Wholesale Corp. 0.67% 149,784 $129.2M —
XOM Exxon Mobil Corp. 0.63% 1,005,274 $121.0M —
BRK.B Berkshire Hathaway Inc. Class B 0.62% 237,648 $119.5M —
GOOG Alphabet Inc. Class C 0.58% 355,111 $111.4M —
DFLV Dim US Large Cap Value ETF 0.56% 3,126,872 $107.0M —
JSCP JPMorgan Short Duration Core 0.53% 2,138,160 $101.7M —
V Visa Inc. Class A 0.52% 286,135 $100.4M —
VTI VG Morningstar TS MKT ETF-US 0.45% 258,572 $86.7M —
SCHX Schwab US Large-Cap ETF 0.45% 3,216,726 $86.6M —
MUB iShares National Muni Bond E 0.44% 784,953 $84.1M —
IWF iShares Russell 1000 Growth 0.43% 176,020 $83.3M —
CSCO Cisco Systems Inc. 0.42% 1,053,769 $81.2M —
LLY Eli Lilly & Co. 0.42% 75,278 $80.9M —
QQQ Invesco QQQ Trust Series 1 0.41% 129,784 $79.7M —
MCD McDonald's Corp. 0.38% 238,832 $73.0M —
DFAI Dimensional International Co. 0.38% 1,905,347 $72.6M —
SYK Stryker Corp. 0.38% 205,954 $72.4M —
TAXX BBLX Irm Tax-Aware S Dur ETF 0.36% 1,355,710 $68.8M —
BLK BlackRock Inc. 0.36% 64,217 $68.7M —
VCSH Vanguard S/T Corp. Bond ETF 0.35% 850,025 $67.8M —
SPGI S&P Global Inc. 0.35% 128,951 $67.4M —
CMF iShares California Muni Bond 0.35% 1,170,981 $67.3M —
IWD iShares Russell 1000 Value E 0.34% 308,352 $64.9M —
ALL Allstate Corp. 0.34% 311,364 $64.8M —
NEE Nextera Energy Inc. 0.33% 800,964 $64.3M —
PEP Pepsico Inc. 0.33% 436,470 $62.6M —
UNP Union Pacific Corp. 0.31% 260,100 $60.2M —
HON Honeywell International Inc. 0.31% 306,642 $59.8M —
ESGD iShares Trust iShares ESG Aw 0.31% 620,901 $59.0M —
ABBV Abbvie Inc. 0.30% 256,734 $58.7M —
VEA Vanguard Ftse Developed ETF 0.30% 925,697 $57.8M —
BND Vanguard Total Bond Market 0.29% 758,193 $56.2M —
DFAC Dimensional US Core Equity 2 0.28% 1,375,525 $54.5M —
WM Waste Management Inc. 0.28% 245,949 $54.0M —
AMD Advanced Micro Devices 0.28% 247,976 $53.1M —
XLE SS Energy Select Sector 0.27% 1,157,946 $51.8M —
TSLA Tesla Inc. 0.27% 113,451 $51.0M —
DFSV Dimensional US Small Cap Val 0.26% 1,538,016 $50.6M —
AMT American Tower Corp. 0.26% 286,111 $50.2M —
HCA HCA Healthcare Inc. 0.25% 104,455 $48.8M —
BIL SS SPDR BB 1-3M T-Bill ETF 0.25% 520,940 $47.6M —
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 306,069 $47.0M —
VTEB Vanguard Tax-Exempt Bond ETF 0.24% 900,006 $45.3M —
XLY SS Consumer Disc Select Sect 0.23% 374,498 $44.7M —
DFAU Dimensional US Core Equity M 0.23% 934,455 $43.7M —
XLB SS Materials Select Sector 0.21% 910,166 $41.3M —
XEL Xcel Energy Inc. 0.21% 549,253 $40.6M —
IJR iShares Core S&P Small-Cap E 0.21% 332,064 $39.9M —
WELL Welltower Inc. 0.21% 214,614 $39.8M —
XLP SS Consumer Staples Sel Sect 0.21% 511,697 $39.7M —
RTX RTX Corp. 0.20% 214,251 $39.3M —
NFLX Netflix Inc. 0.20% 416,347 $39.0M —
ROK Rockwell Automation Inc. 0.19% 96,054 $37.4M —
PZA Invesco National Amt-Free Mu 0.19% 1,602,126 $37.2M —
VLO Valero Energy Corp. 0.19% 226,213 $36.8M —
MA Mastercard Inc. Class A 0.19% 64,326 $36.7M —
EFV iShares MSCI Eafe Value ETF 0.19% 512,232 $36.6M —
QQQM Invesco Nasdaq 100 ETF 0.19% 142,501 $36.0M —
PAVE Global X US Infrastructure 0.19% 748,464 $35.8M —
VIG Vanguard Dividend Apprec ETF 0.18% 161,756 $35.6M —
ZTS Zoetis Inc. 0.18% 281,074 $35.4M —
ORCL Oracle Corp. 0.18% 178,560 $34.8M —
SO The Southern Co. 0.18% 390,880 $34.1M —
NKE Nike Inc. Class B 0.18% 531,094 $33.8M —
ORLY O'reilly Automotive Inc. 0.17% 363,663 $33.2M —
APH Amphenol Corp. Class A 0.17% 244,194 $33.0M —
PANW Palo Alto Networks Inc. 0.17% 179,052 $33.0M —
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.17% 79,860 $33.0M —
KEYS Keysight Technologies Inc. 0.17% 160,988 $32.7M —
IJH iShares Core S&P Midcap ETF 0.17% 484,377 $32.0M —
CRM Salesforce Inc. 0.16% 117,707 $31.2M —
SCHW Schwab (charles) Corp. 0.16% 306,047 $30.6M —
JAAA Janus Henderson Aaa Clo ETF 0.16% 595,764 $30.1M —
VB Vanguard Most SM-Cap ETF-Usd 0.16% 115,796 $29.9M —
HD Home Depot Inc. 0.15% 84,499 $29.1M —
IEFA iShares Core MSCI Eafe ETF 0.15% 312,419 $27.9M —
ADP Automatic Data Processing 0.14% 106,867 $27.5M —
WFC Wells Fargo & Co. 0.14% 288,923 $26.9M —
EFA iShares MSCI Eafe ETF 0.14% 276,957 $26.6M —
PULS Pgim Ultra Short Bond ETF 0.14% 533,930 $26.5M —
SUB iShares Short-Term National 0.14% 245,347 $26.2M —
IWP iShares Russell Mid-Cap Grow 0.14% 189,742 $26.0M —
VTIP Vanguard Short-Term Tips 0.13% 522,421 $25.8M —
CVX Chevron Corp. 0.13% 162,709 $24.8M —
WMT Walmart Inc. 0.13% 222,233 $24.8M —
CL Colgate-Palmolive Co. 0.13% 311,469 $24.6M —
AMLP Alerian MLP ETF 0.13% 518,319 $24.4M —
FLEE Franklin Ftse Europe ETF 0.12% 657,085 $24.0M —
SCHG Schwab US Large-Cap Growth 0.12% 714,000 $23.3M —
DFIC Dimensional International Co. 0.12% 673,660 $23.2M —
BR Broadridge Financial Solutio 0.12% 103,831 $23.2M —
BRK.A Berkshire Hathaway Inc. Class A 0.12% 30 $22.6M —
PG The Procter & Gamble Co. 0.12% 157,914 $22.6M —
DFAS Dimensional US Small Cap ETF 0.11% 309,315 $21.5M —
XLG Invesco S&P 500 Top 50 ETF 0.11% 362,426 $21.5M —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.11% 385,240 $21.2M —
MCK McKesson Corp. 0.11% 25,643 $21.0M —
XLF SS Financial Select Sector 0.11% 378,414 $20.7M —
EFG iShares MSCI Eafe Growth ETF 0.11% 181,912 $20.7M —
MRK Merck & Co. Inc. 0.11% 195,734 $20.6M —
ADBE Adobe Inc. 0.11% 58,414 $20.4M —
ACN Accenture PLC Class A 0.11% 76,107 $20.4M —
IVW iShares S&P 500 Growth ETF 0.11% 164,192 $20.2M —
MDY State Street SPDR S&P Midcap 0.10% 33,406 $20.2M —
JIRE JPMorgan Int Res Enh Eqty 0.10% 263,536 $19.7M —
GLD SPDR Gold Shares 0.10% 48,964 $19.4M —
INTU Intuit Inc. 0.10% 28,969 $19.2M —
JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F 0.10% 379,716 $19.1M —
FDRR Fidelity Div ETF Rise Rates 0.10% 310,577 $19.0M —
SCHF Schwab Intl Equity ETF 0.10% 771,325 $18.5M —
JEPI JPMorgan Equity Premium Inco 0.10% 322,969 $18.5M —
XLC SS Comm Select Sector SPDR 0.10% 156,668 $18.4M —
STZ Constellation Brands Inc. Class A 0.10% 133,455 $18.4M —
QTEC First Trust Nasdq 100 Tech I 0.09% 78,799 $18.1M —
PWZ Invesco California Amt-Free 0.09% 737,566 $17.8M —
LOW Lowe's Cos Inc. 0.09% 72,434 $17.5M —
IWM iShares Russell 2000 ETF 0.09% 70,452 $17.3M —
BNDX Vanguard Total Intl Bond ETF 0.09% 358,606 $17.3M —
XLV SS Health Care Select Sector 0.09% 110,181 $17.1M —
VYM Vanguard High DVD Yield ETF 0.09% 117,571 $16.9M —
SUSB iShares ESG Aware 1-5 Year U 0.09% 668,484 $16.9M —
ABT Abbott Laboratories 0.09% 133,927 $16.8M —
QCOM Qualcomm Inc. 0.09% 97,704 $16.7M —
DFAE Dimensional Emerging Core Eq 0.09% 506,982 $16.5M —
IBDV iShares Ibonds Dec 2030 Corp. 0.08% 722,666 $15.9M —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 53,750 $15.9M —
FNDX Schwab Fndmntl US LRG Co. ETF 0.08% 584,018 $15.9M —
IBDW iShares Ibonds Dec 2031 Corp. 0.08% 746,146 $15.8M —
DFAX Dimensional World Ex US Core 0.08% 475,407 $15.6M —
AMGN Amgen Inc. 0.08% 46,954 $15.4M —
TMO Thermo Fisher Scientific Inc. 0.08% 26,320 $15.3M —
IEMG iShares Core MSCI Emerging 0.08% 225,292 $15.1M —
IVE iShares S&P 500 Value ETF 0.08% 70,862 $15.0M —
AMAT Applied Materials Inc. 0.08% 58,094 $14.9M —
URI United Rentals Inc. 0.08% 18,344 $14.8M —
SKYW Skywest Inc. 0.07% 137,681 $13.8M —
EMO Clearbridge Energy Midstream 0.07% 305,427 $13.6M —
CGCP Cap Group Core Plus Income 0.07% 600,336 $13.6M —
TSM Taiwan Semiconductor-SP ADR 0.07% 43,930 $13.3M —
AME Ametek Inc. 0.07% 64,826 $13.3M —
CAT Caterpillar Inc. 0.07% 22,257 $12.8M —
ECL Ecolab Inc. 0.07% 48,512 $12.7M —
KKR KKR & Co. Inc. 0.07% 99,504 $12.7M —
LBAY Leatherback Long/Short Alt Y 0.07% 521,205 $12.6M —
NOC Northrop Grumman Corp. 0.07% 22,139 $12.6M —
VXUS Vanguard Total Intl Stock 0.07% 166,295 $12.5M —
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.07% 516,198 $12.5M —
XLI SS Industrial Select Sector 0.06% 79,535 $12.3M —
SCHZ Schwab US Aggregate Bond ETF 0.06% 523,420 $12.2M —
UNH Unitedhealth Group Inc. 0.06% 36,719 $12.1M —
DFUV Dimensional US Marketwide Va 0.06% 259,781 $12.1M —
ETN Eaton Corp. PLC 0.06% 37,432 $11.9M —
SCHD Schwab US DVD Equity ETF 0.06% 433,095 $11.9M —
IBDR iShares Ibonds Dec 2026 Term 0.06% 484,335 $11.7M —
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.06% 268,909 $11.7M —
IWB iShares Russell 1000 ETF 0.06% 31,217 $11.7M —
PH Parker Hannifin Corp. 0.06% 13,197 $11.6M —
SPEM State Street SP PTF Em ETF 0.06% 245,014 $11.5M —
MU Micron Technology Inc. 0.06% 39,975 $11.4M —
OEF iShares S&P 100 ETF 0.06% 32,983 $11.3M —
VGT Vanguard Info Tech ETF 0.06% 14,848 $11.2M —
SPTS SS SPDR P St Term TSY ETF 0.06% 381,567 $11.2M —
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 38,163 $11.1M —
GS Goldman Sachs Group Inc. 0.06% 12,335 $10.8M —
HEZU iShares Currency Hedged MSCI 0.06% 245,884 $10.8M —
RSP Invesco S&P 500 Equal Weight 0.06% 55,334 $10.6M —
ESML iShares ESG Aware MSCI USA S 0.05% 229,887 $10.6M —
AXP American Express Co. 0.05% 28,570 $10.6M —
IWN iShares Russell 2000 Value E 0.05% 58,130 $10.5M —
VXF Vanguard Extended Market ETF 0.05% 49,560 $10.4M —
GE General Electric filed as GE AEROSPACE 0.05% 33,458 $10.3M —
SMH Vaneck Semiconductor ETF 0.05% 28,539 $10.3M —
DHR Danaher Corp. 0.05% 44,270 $10.1M —
LMT Lockheed Martin Corp. 0.05% 20,805 $10.1M —
XOP SS SPDR S&P Og Exp & Prod 0.05% 79,193 $10.0M —
SNOW Snowflake Inc. 0.05% 45,071 $9.9M —
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 46,055 $9.8M —
SPYM Ste STR SPDR PT S&P 500 ETF 0.05% 120,364 $9.7M —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 84,535 $9.6M —
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.05% 181,498 $9.6M —
CGGR Cap Group Growth Equity 0.05% 213,466 $9.5M —
USMC Principal US Mega-Cap ETF 0.05% 133,476 $9.1M —
AVUV Avantis US Small Cap Value 0.05% 89,384 $9.1M —
JQUA JPMorgan US Quality Factor 0.05% 142,227 $9.0M —
KLAC KLA Corp. 0.05% 7,351 $8.9M —
TXN Texas Instruments Inc. 0.05% 51,086 $8.9M —
PM Philip Morris International 0.04% 54,057 $8.7M —
FAX Abrdn Asia-Pacific Income 0.04% 564,502 $8.7M —
RSG Republic Services Inc. 0.04% 40,763 $8.6M —
GIGB Goldman Sachs Inv GRD Corp. 0.04% 182,316 $8.4M —
KO The Coca-Cola Co. 0.04% 118,559 $8.3M —
IWO iShares Russell 2000 Growth 0.04% 25,332 $8.2M —
ASML ASML Holding NV-NY Reg SHS 0.04% 7,578 $8.1M —
CTAS Cintas Corp. 0.04% 42,588 $8.0M —
LRCX Lam Research Corp. 0.04% 46,722 $8.0M —
CMCSA Comcast Corp. Class A 0.04% 266,031 $8.0M —
BKNG Booking Holdings Inc. 0.04% 1,472 $7.9M —
VTWO Vanguard Russell 2000 ETF 0.04% 78,797 $7.8M —
MS Morgan Stanley 0.04% 44,055 $7.8M —
FNDE Schwab Fndmntl Em MRK Eq ETF 0.04% 214,010 $7.7M —
VHT Vanguard Health Care ETF 0.04% 26,415 $7.6M —
EEM iShares MSCI Emerging Market 0.04% 138,281 $7.6M —
SPYG SS SPDR P S&P 500 Growth ETF 0.04% 70,063 $7.5M —
C Citigroup Inc. 0.04% 62,686 $7.3M —
ISRG Intuitive Surgical Inc. 0.04% 12,781 $7.2M —
EPD Enterprise Products Partners 0.04% 223,607 $7.2M —
CRWD CrowdStrike Holdings Inc. Class A 0.04% 15,243 $7.1M —
USMV iShares MSCI USA Min Vol Fac 0.04% 75,327 $7.1M —
IEO iShares U.S. Oil & Gas Explo 0.04% 79,453 $7.1M —
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 14,329 $6.9M —
PLTR Palantir Technologies Inc. Class A 0.04% 38,509 $6.8M —
USB US Bancorp 0.04% 127,472 $6.8M —
GWW WW Grainger Inc. 0.04% 6,694 $6.8M —
IYW iShares Ustechnology ETF 0.04% 33,774 $6.7M —
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.03% 130,874 $6.7M —
IWV iShares Russell 3000 ETF 0.03% 17,121 $6.6M —
DGRO iShares Core Dividend Growth 0.03% 95,122 $6.6M —
PFE Pfizer Inc. 0.03% 258,734 $6.4M —
VZ Verizon Communications Inc. 0.03% 153,818 $6.3M —
GEV GE Vernova Inc. 0.03% 9,529 $6.2M —
FLGB Franklin Ftse United Kingdom 0.03% 183,825 $6.2M —
SCHA Schwab US Small-Cap ETF 0.03% 213,232 $6.1M —
SLV iShares Silver Trust 0.03% 94,159 $6.1M —
IHI iShares U.S. Medical Devices 0.03% 95,989 $6.0M —
LHX L3HARRIS Technologies Inc. 0.03% 19,895 $5.8M —
CVS CVS Health Corp. 0.03% 73,535 $5.8M —
BA The Boeing Co. 0.03% 26,878 $5.8M —
FLRN SS SPDR BB Ig Float RT ETF 0.03% 186,497 $5.7M —
APD Air Products & Chemicals Inc. 0.03% 22,998 $5.7M —
IBDT iShares Ibonds Dec 2028 ETF 0.03% 222,745 $5.7M —
INDA iShares MSCI India ETF 0.03% 104,479 $5.6M —
IWS iShares Russell Mid-Cap Valu 0.03% 40,011 $5.6M —
ACWI iShares MSCI Acwi ETF 0.03% 39,719 $5.6M —
AVEM Avantis Emerging Markets Eq 0.03% 72,441 $5.6M —
IJK iShares S&P Mid-Cap 400 Grow 0.03% 57,188 $5.5M —
ANET Arista Networks Inc. 0.03% 42,235 $5.5M —
MO Altria Group Inc. 0.03% 95,944 $5.5M —
GD General Dynamics Corp. 0.03% 16,386 $5.5M —
SCHV Schwab US Large-Cap Value 0.03% 186,219 $5.5M —
DFGR Dim Global Real Estate ETF 0.03% 207,892 $5.5M —
CB Chubb Ltd. 0.03% 17,411 $5.4M —
GDX Vaneck Gold Miners ETF 0.03% 62,881 $5.4M —
ITOT iShares Core S&P Total U.S. 0.03% 35,698 $5.3M —
QUAL iShares MSCI USA Quality Fac 0.03% 26,701 $5.3M —
UBER Uber Technologies Inc. 0.03% 64,793 $5.3M —
T AT&T Inc. 0.03% 212,234 $5.3M —
IBHF iShares Ibond 2026 HY & Inc. 0.03% 228,184 $5.3M —
COP Conocophillips 0.03% 55,845 $5.2M —
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 158,942 $5.2M —
BSCQ Invesco Bulletshares 2026 CB 0.03% 260,300 $5.1M —
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 15,971 $5.0M —
SBUX Starbucks Corp. 0.03% 59,612 $5.0M —
CSX CSX Corp. 0.03% 136,754 $5.0M —
TECL Dire Dai Tec Bull 3X ETF-Usd 0.03% 42,105 $4.9M —
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.03% 166,219 $4.9M —
EWJ iShares MSCI Japan ETF 0.03% 60,244 $4.9M —
FNDF Schwab Fndmn Intl LRG Co. ETF 0.03% 107,413 $4.9M —
IWR iShares Russell Mid-Cap ETF 0.03% 50,371 $4.8M —
EMR Emerson Electric Co. 0.03% 36,272 $4.8M —
BSCR Invesco Bulletshares 2027 CB 0.03% 243,733 $4.8M —
NEM Newmont Corp. 0.02% 47,906 $4.8M —
DLN Wisdomtree US Largecap Divid 0.02% 54,176 $4.8M —
SDY SS SPDR S&P Dividend ETF 0.02% 34,121 $4.7M —
IBIT iShares Bitcoin Trust ETF 0.02% 95,427 $4.7M —
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 109,893 $4.7M —
DBEF Xtrackers MSCI Eafe Hedged E 0.02% 96,594 $4.6M —
DFEM Dimensional Emrg MRKT Core 0.02% 140,070 $4.6M —
MMM 3M Co. 0.02% 28,693 $4.6M —
MRVL Marvell Technology Inc. 0.02% 53,976 $4.6M —
PLD Prologis Inc. 0.02% 35,686 $4.6M —
DOV Dover Corp. 0.02% 23,317 $4.6M —
SRE Sempra 0.02% 51,258 $4.5M —
KMI Kinder Morgan Inc. 0.02% 163,021 $4.5M —
VFVA Vanguard U.S. Value Factor 0.02% 33,610 $4.5M —
VCIT Vanguard Int-Term Corporate 0.02% 53,210 $4.5M —
SPYV SS SPDR P S&P 500 Value ETF 0.02% 77,901 $4.4M —
APO Apollo Global Management Inc. 0.02% 30,392 $4.4M —
IVOO Vanguard S&P Mid-Cap 400 ETF 0.02% 38,668 $4.3M —
NULV Nuveen ESG Large-Cap Val ETF 0.02% 93,900 $4.2M —
EAGG iShares ESG Aware US Aggrega 0.02% 87,943 $4.2M —
BX Blackstone Inc. 0.02% 27,245 $4.2M —
VT Vanguard Tot World STK ETF 0.02% 29,763 $4.2M —
FDX FedEx Corp. 0.02% 14,228 $4.1M —
PAYX Paychex Inc. 0.02% 36,350 $4.1M —
VRTX Vertex Pharmaceuticals Inc. 0.02% 8,946 $4.1M —
VIOO Vanguard S&P Small-Cap 600 E 0.02% 36,434 $4.0M —
IUSV iShares Core S&P U.S. Value 0.02% 39,126 $4.0M —
SPDW Ste STR SPDR PT DW Eu ETF 0.02% 89,337 $4.0M —
NOW ServiceNow Inc. 0.02% 25,797 $4.0M —
BMY Bristol-Myers Squibb Co. 0.02% 73,210 $3.9M —
NULG Nuveen ESG LRG-Cap GRW ETF 0.02% 40,366 $3.9M —
PWR Quanta Services Inc. 0.02% 9,347 $3.9M —
SCHB Schwab US Broad Market ETF 0.02% 150,381 $3.9M —
CME Cme Group Inc. 0.02% 14,277 $3.9M —
IJS iShares S&P Small-Cap 600 Va 0.02% 34,007 $3.9M —
VYMI Vanguard Int High DVD YLD Inc. 0.02% 42,388 $3.8M —
IDXX Idexx Laboratories Inc. 0.02% 5,617 $3.8M —
DUK Duke Energy Corp. 0.02% 32,369 $3.8M —
DE Deere & Co. 0.02% 8,136 $3.8M —
EW Edwards Lifesciences Corp. 0.02% 44,378 $3.8M —
XVV iShares ESG Select Screened 0.02% 71,647 $3.8M —
IYY iShares Dow Jones U.S. ETF 0.02% 22,709 $3.8M —
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.02% 56,038 $3.7M —
STLD Steel Dynamics Inc. 0.02% 21,107 $3.6M —
HEI Heico Corp. 0.02% 11,035 $3.6M —
NYM AB New York Inter Muni ETF filed as AB ACTIVE ETFS INC 0.02% 142,259 $3.6M —
IMCV iShares Morningstar Mid-Cap 0.02% 43,166 $3.6M —
FBTC Fidelity Wise Origin Bitcoin 0.02% 46,536 $3.5M —
NUDM Nuveen ESG Intl Devel MRK Eq 0.02% 97,544 $3.5M —
ADI Analog Devices Inc. 0.02% 13,010 $3.5M —
FDN First Trust DJ Internet Ind 0.02% 13,046 $3.5M —
OBDC Blue Owl Capital Corp. 0.02% 280,923 $3.5M —
SPAB SS SPDR P Agg Bond ETF 0.02% 135,491 $3.5M —
GILD Gilead Sciences Inc. 0.02% 28,291 $3.5M —
IAU iShares Gold Trust 0.02% 42,634 $3.5M —
SPIB SS SPDR P Int C Corp. ETF 0.02% 100,571 $3.4M —
INTC Intel Corp. 0.02% 92,033 $3.4M —
VLUE iShares MSCI USA Value Facto 0.02% 24,722 $3.4M —
DVY iShares Select Dividend ETF 0.02% 23,911 $3.4M —
LDOS Leidos Holdings Inc. 0.02% 18,517 $3.3M —
VRSK Verisk Analytics Inc. 0.02% 14,731 $3.3M —
MDT Medtronic PLC 0.02% 34,271 $3.3M —
GSEW Goldman Sachs Eql WGHT Large 0.02% 38,637 $3.3M —
UBSI United Bankshares Inc. 0.02% 85,363 $3.3M —
MPC Marathon Petroleum Corp. 0.02% 20,036 $3.3M —
ITA iShares U.S. Aerospace & Def 0.02% 15,105 $3.2M —
FTEC Fidelity MSCI Info Tech Indx 0.02% 14,398 $3.2M —
IUSG iShares Core S&P U.S. Growth 0.02% 19,116 $3.2M —
UPS United Parcel Service Class B 0.02% 31,712 $3.1M —
CI The Cigna Group 0.02% 11,345 $3.1M —
LIN Linde PLC 0.02% 7,276 $3.1M —
SPSM SS SPDR P S&P 600 Small Cap 0.02% 65,774 $3.1M —
XIFR XPLR Infrastructure LP 0.02% 301,164 $3.0M —
IVOV Vanguard S&P Mid-Cap 400 Val 0.02% 29,725 $3.0M —
ESGU iShares ESG Aware MSCI USA 0.02% 20,108 $3.0M —
ESGV Vanguard ESG US Stock ETF 0.02% 24,739 $3.0M —
ARES Ares Management Corp. Class A 0.02% 18,492 $3.0M —
FICO Fair Isaac Corp. 0.02% 1,761 $3.0M —
DYNF Ishrs US E F R A ETF-Usd Inc. 0.02% 48,849 $3.0M —
TRV The Travelers Cos Inc. 0.02% 10,172 $3.0M —
BDX Becton Dickinson and Co. 0.02% 15,096 $2.9M —
NSC Norfolk Southern Corp. 0.02% 10,132 $2.9M —
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.02% 62,629 $2.9M —
O Realty Income Corp. 0.02% 51,516 $2.9M —
TY Tri-Continental Corp. 0.01% 88,120 $2.9M —
DGRW Wisdomtree U.S. Quality Divi 0.01% 31,726 $2.8M —
UTWO F/M US Treasury 2 Year Note 0.01% 57,686 $2.8M —
BSV Vanguard Short-Term Bond ETF 0.01% 35,009 $2.8M —
IXUS iShares Core Intl Stock ETF 0.01% 32,575 $2.8M —
SPTM SS SPDR P S&P 1500 Comp ETF 0.01% 33,218 $2.7M —
BSX Boston Scientific Corp. 0.01% 28,739 $2.7M —
CMI Cummins Inc. 0.01% 5,299 $2.7M —
PDP Invesco Dorsey Wright Moment 0.01% 23,190 $2.7M —
SCHM Schwab US Mid Cap ETF 0.01% 89,597 $2.7M —
FAF First American Financial 0.01% 43,848 $2.7M —
AZN Astrazeneca PLC-Spons ADR 0.01% 29,217 $2.7M —
BILS SS Spdrb B 3-12M T-Bill ETF 0.01% 26,850 $2.7M —
JPST JPMorgan Ultra-Short Income 0.01% 52,490 $2.7M —
SPYD SS SPDR P S&P 500 Hi Div ETF 0.01% 61,196 $2.6M —
OUNZ Vaneck Merk Gold ETF 0.01% 63,584 $2.6M —
COF Capital One Financial Corp. 0.01% 10,863 $2.6M —
RWO State Street SPDR Dow Jones 0.01% 58,340 $2.6M —
EOG EOG Resources Inc. 0.01% 25,006 $2.6M —
IBDU iShares Ibonds Dec 2029 Term 0.01% 111,526 $2.6M —
FCNCA First Citizens Bcshs Class A 0.01% 1,211 $2.6M —
TMUS T-Mobile US Inc. 0.01% 12,801 $2.6M —
ULTA Ulta Beauty Inc. 0.01% 4,269 $2.6M —
CVIE Cal Intl Responsible Index 0.01% 36,117 $2.6M —
ARWR Arrowhead Pharmaceuticals Inc. 0.01% 38,683 $2.6M —
VCR Vanguard Consumer Discre ETF 0.01% 6,430 $2.5M —
XYL Xylem Inc. 0.01% 18,448 $2.5M —
JBL Jabil Inc. 0.01% 10,967 $2.5M —
VIOV Vanguard S&P Small-Cap 600 V 0.01% 25,311 $2.5M —
JVAL JPMorgan US Value Factor ETF 0.01% 50,225 $2.5M —
AVDV Avantis Intl S/C Value ETF 0.01% 26,134 $2.5M —
MBB iShares MBS ETF 0.01% 25,307 $2.4M —
DFUS Dimensional US Eq MKT ETF 0.01% 32,096 $2.4M —
YUM Yum! Brands Inc. 0.01% 15,710 $2.4M —
PSX Phillips 66 0.01% 18,392 $2.4M —
ITW Illinois Tool Works 0.01% 9,622 $2.4M —
XLRE SS Real Estate Select Sector 0.01% 58,264 $2.4M —
NVS Novartis AG-Sponsored ADR 0.01% 16,977 $2.3M —
HIG Hartford Insurance Group Inc. 0.01% 16,983 $2.3M —
FLSW Franklin Ftse Switzerland 0.01% 56,057 $2.3M —
ET Energy Transfer LP 0.01% 139,885 $2.3M —
DSI iShares ESG MSCI KLD 400 ETF 0.01% 17,898 $2.3M —
ISCV iShares Morningstar Small-Ca 0.01% 33,628 $2.3M —
CEG Constellation Energy 0.01% 6,503 $2.3M —
SHW The Sherwin-Williams Co. 0.01% 7,026 $2.3M —
SHEL Shell PLC-ADR 0.01% 30,956 $2.3M —
APP AppLovin Corp. Class A 0.01% 3,365 $2.3M —
BABA Alibaba Group Holding-SP ADR 0.01% 15,457 $2.3M —
PGR Progressive Corp. 0.01% 9,909 $2.3M —
IDA Idacorp Inc. 0.01% 17,809 $2.3M —
OKE Oneok Inc. 0.01% 30,644 $2.3M —
PNC PNC Financial Services Group 0.01% 10,701 $2.2M —
RUN Sunrun Inc. 0.01% 121,352 $2.2M —
HDV iShares Core High Dividend E 0.01% 18,195 $2.2M —
VNQ Vanguard Real Estate ETF 0.01% 24,926 $2.2M —
SPSB SS SPDR P St C Corp. ETF 0.01% 72,737 $2.2M —
XYZ Block Inc. 0.01% 33,120 $2.2M —
KR Kroger Co. 0.01% 34,294 $2.1M —
FNCL Fidelity MSCI Financial Indx 0.01% 27,550 $2.1M —
BOND PIMCO Active Bond Exchange-T 0.01% 22,864 $2.1M —
AON Aon PLC Class A 0.01% 6,014 $2.1M —
FDVV Fidelity High Dividend ETF 0.01% 37,186 $2.1M —
NUE Nucor Corp. 0.01% 12,903 $2.1M —
EXPE Expedia Group Inc. 0.01% 7,389 $2.1M —
MOAT Vaneck Morningstar Wide Moat 0.01% 20,081 $2.1M —
TSCO Tractor Supply Company 0.01% 41,577 $2.1M —
FNF Fidelity National Financial 0.01% 37,719 $2.1M —
SHOP Shopify Inc. Class A 0.01% 12,716 $2.0M —
XTEN Bondbloxx BBG 10Y US TSY ETF 0.01% 44,236 $2.0M —
EA Electronic Arts Inc. 0.01% 9,986 $2.0M —
WDC Western Digital Corp. 0.01% 11,843 $2.0M —
SOXX iShares Semiconductor ETF 0.01% 6,731 $2.0M —
WTW Willis Towers Watson PLC 0.01% 6,166 $2.0M —
AFL Aflac Inc. 0.01% 18,371 $2.0M —
IGIB iShares 5-10Y Inv Grade Corp. 0.01% 37,353 $2.0M —
PMAY Innovator U.S. Equity Power 0.01% 50,637 $2.0M —
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 34,460 $2.0M —
GSIE Goldman Sachs Activebeta Int 0.01% 46,389 $2.0M —
NTRS Northern Trust Corp. 0.01% 14,579 $2.0M —
CARR Carrier Global Corp. 0.01% 37,515 $2.0M —
SSD Simpson Manufacturing Co. Inc. 0.01% 12,182 $2.0M —
PCAR Paccar Inc. 0.01% 17,788 $1.9M —
SPLV Invesco S&P 500 Low Volatili 0.01% 27,204 $1.9M —
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 13,725 $1.9M —
AEP American Electric Power 0.01% 16,739 $1.9M —
CAH Cardinal Health Inc. 0.01% 9,379 $1.9M —
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.01% 27,411 $1.9M —
MAR Marriott International Class A 0.01% 6,147 $1.9M —
NVO Novo-Nordisk A/S-Spons ADR 0.01% 37,248 $1.9M —
ELV Elevance Health Inc. 0.01% 5,335 $1.9M —
COLB Columbia Banking System Inc. 0.01% 66,680 $1.9M —
KMB Kimberly-Clark Corp. 0.01% 18,384 $1.9M —
USFD US Foods Holding Corp. 0.01% 24,600 $1.9M —
VEU Vanguard Ftse All-World Ex-U 0.01% 25,151 $1.9M —
PRF Invesco Rafi US 1000 ETF 0.01% 38,930 $1.8M —
NTAP Netapp Inc. 0.01% 17,031 $1.8M —
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.01% 52,453 $1.8M —
AMP Ameriprise Financial Inc. 0.01% 3,701 $1.8M —
VGIT Vanguard Intermediate-Term T 0.01% 29,836 $1.8M —
TRMB Trimble Inc. 0.01% 22,506 $1.8M —
IAGG iShares Intl Aggregate Bond 0.01% 35,235 $1.8M —
FNDA Schwab Fndmntl US SM Co. ETF 0.01% 55,665 $1.8M —
TXT Textron Inc. 0.01% 20,087 $1.8M —
CWB SS SPDR BB Conv Sec ETF 0.01% 19,600 $1.7M —
GLPI Gaming and Leisure Propertie 0.01% 38,776 $1.7M —
MRSH Marsh & McLennan Cos 0.01% 9,338 $1.7M —
ICE Intercontinental Exchange Inc. 0.01% 10,599 $1.7M —
IJJ iShares S&P Mid-Cap 400 Valu 0.01% 12,866 $1.7M —
SNPS Synopsys Inc. 0.01% 3,598 $1.7M —
SLB SLB Ltd. filed as SLB LIMITED 0.01% 43,973 $1.7M —
DUHP Dimensional US High Profi Et 0.01% 44,280 $1.7M —
SLYV SS SPDR S&P 600 SC Val ETF 0.01% 18,457 $1.7M —
TIP iShares Tips Bond ETF 0.01% 15,191 $1.7M —
FDIS Fidelity MSCI Cons Discr Ind 0.01% 16,318 $1.7M —
ENB Enbridge Inc. 0.01% 34,809 $1.7M —
NOBL Proshares S&P 500 Dividend A 0.01% 15,924 $1.7M —
VTRS Viatris Inc. 0.01% 132,388 $1.6M —
AIRR First Trust Rba American Ind 0.01% 16,745 $1.6M —
TFLO iShares Treasury Floating Ra 0.01% 32,339 $1.6M —
MDYV SS SPDR S&P 400 MC Val ETF 0.01% 19,153 $1.6M —
GLDM SPDR Gold Minishares Trust 0.01% 18,979 $1.6M —
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.01% 20,047 $1.6M —
USRT iShares Core US REIT ETF 0.01% 28,309 $1.6M —
EMB iShares JP Morgan Usd Emergi 0.01% 16,675 $1.6M —
TD Toronto-Dominion Bank 0.01% 16,804 $1.6M —
JCI Johnson Controls Internation 0.01% 13,144 $1.6M —
SCHO Schwab Short-Term US Treas 0.01% 64,514 $1.6M —
IEUS iShares MSCI Europe Small-Ca 0.01% 22,845 $1.6M —
EBAY eBay Inc. 0.01% 17,969 $1.6M —
IJT iShares S&P Small-Cap 600 GR 0.01% 11,075 $1.6M —
TTWO Take-Two Interactive Softwre 0.01% 6,089 $1.6M —
NET Cloudflare Inc. Class A 0.01% 7,855 $1.5M —
GLW Corning Inc. 0.01% 17,610 $1.5M —
BSCS Invesco Bulletshares 2028 CB 0.01% 74,640 $1.5M —
MTG Mgic Investment Corp. 0.01% 52,447 $1.5M —
VSS Vanguard Ftse All Wo X-US SC 0.01% 10,663 $1.5M —
NVDL Granitesh 2X LNG Nvda ETF 0.01% 17,294 $1.5M —
PPL PPL Corp. 0.01% 43,405 $1.5M —
TGT Target Corp. 0.01% 15,473 $1.5M —
MET Metlife Inc. 0.01% 19,116 $1.5M —
SSNC Ss&c Technologies Holdings 0.01% 17,210 $1.5M —
ROST Ross Stores Inc. 0.01% 8,320 $1.5M —
VDE Vanguard Energy ETF 0.01% 11,899 $1.5M —
SCHH Schwab US REIT ETF 0.01% 71,609 $1.5M —
GEHC GE Healthcare Technology 0.01% 17,957 $1.5M —
ES Eversource Energy 0.01% 21,835 $1.5M —
FTNT Fortinet Inc. 0.01% 18,485 $1.5M —
A Agilent Technologies Inc. 0.01% 10,716 $1.5M —
VONE Vanguard Russell 1000 0.01% 4,680 $1.4M —
ETOR Etoro Group Ltd. Class A 0.01% 41,121 $1.4M —
DHI D.R. Horton Inc. 0.01% 10,002 $1.4M —
RF Regions Financial Corp. 0.01% 53,087 $1.4M —
ALLY Ally Financial Inc. 0.01% 31,472 $1.4M —
GBDC Golub Capital BDC Inc. 0.01% 104,090 $1.4M —
BINC iShares Flex I A ETF-Usd Inc. 0.01% 26,702 $1.4M —
ZM Zoom Communications Inc. 0.01% 16,094 $1.4M —
VMBS Vanguard Mortgage-Backed Sec 0.01% 29,332 $1.4M —
RPM RPM International Inc. 0.01% 13,261 $1.4M —
DON Wisdomtree US Midcap Dividen 0.01% 26,579 $1.4M —
VGSH Vanguard Short-Term Treasury 0.01% 23,309 $1.4M —
IGV iShares Expanded Tech-Softwa 0.01% 12,783 $1.4M —
GBCI Glacier Bancorp Inc. 0.01% 30,533 $1.3M —
BBY Best Buy Co. Inc. 0.01% 20,058 $1.3M —
VST Vistra Corp. 0.01% 8,320 $1.3M —
CRCL Circle Internet Group Inc. 0.01% 16,895 $1.3M —
TEAM Atlassian Corp. Class A 0.01% 8,263 $1.3M —
WWD Woodward Inc. 0.01% 4,414 $1.3M —
COIN Coinbase Global Inc. Class A 0.01% 5,898 $1.3M —
HOLX Hologic Inc. 0.01% 17,764 $1.3M —
TT Trane Technologies PLC 0.01% 3,386 $1.3M —
ADSK Autodesk Inc. 0.01% 4,413 $1.3M —
COR Cencora Inc. 0.01% 3,854 $1.3M —
GIS General Mills Inc. 0.01% 27,985 $1.3M —
XNTK SS SPDR Nyse Tech ETF 0.01% 4,671 $1.3M —
GM General Motors Co. 0.01% 15,858 $1.3M —
VONG Vanguard Russell 1000 Growth 0.01% 10,580 $1.3M —
CTVA Corteva Inc. 0.01% 19,166 $1.3M —
LEN Lennar Corp. Class A 0.01% 12,486 $1.3M —
SCZ iShares MSCI Eafe Small-Cap 0.01% 16,492 $1.3M —
MDLZ Mondelez International Inc. Class A 0.01% 23,690 $1.3M —
ED Consolidated Edison Inc. 0.01% 12,807 $1.3M —
CDNS Cadence Design SYS Inc. 0.01% 4,065 $1.3M —
CZA Invesco Zacks Mid-Cap ETF 0.01% 11,407 $1.3M —
REGN Regeneron Pharmaceuticals 0.01% 1,636 $1.3M —
MTB M & T Bank Corp. filed as M & T BK CORP 0.01% 6,256 $1.3M —
COWZ Pacer US Cash Cows 100 ETF 0.01% 20,880 $1.3M —
AVDE Avantis International Equity 0.01% 15,249 $1.3M —
SPMO Invesco S&P 500 Momentum ETF 0.01% 10,515 $1.3M —
F Ford Motor Co. filed as FORD MTR CO 0.01% 94,522 $1.2M —
PSCD Invesco S&P Smallcap Consume 0.01% 11,745 $1.2M —
VTEC Vanguard Ca Tax-Ex Bond 0.01% 12,263 $1.2M —
SYY Sysco Corp. 0.01% 16,651 $1.2M —
ETR Entergy Corp. 0.01% 13,274 $1.2M —
TDG Transdigm Group Inc. 0.01% 918 $1.2M —
SOLS Solstice Adv Materials Inc. 0.01% 24,972 $1.2M —
CMG Chipotle Mexican Grill Inc. 0.01% 32,622 $1.2M —
XSD SS SPDR S&P Semiconductor 0.01% 3,748 $1.2M —
TSN Tyson Foods Inc. Class A 0.01% 20,552 $1.2M —
XJH Ishare ESG SS S&P Midcap ETF 0.01% 26,808 $1.2M —
HSY The Hershey Co. 0.01% 6,543 $1.2M —
FIX Comfort Systems USA Inc. 0.01% 1,273 $1.2M —
VDC Vanguard Consumer Staple ETF 0.01% 5,616 $1.2M —
MSCI MSCI Inc. 0.01% 2,055 $1.2M —
SGOV iShares 0-3 Month Treasury B 0.01% 11,694 $1.2M —
DAL Delta Air Lines Inc. 0.01% 16,821 $1.2M —
WBD Warner Bros Discovery Inc. 0.01% 40,500 $1.2M —
EMXC iShares MSCI Emr MRK Ex Chna 0.01% 16,042 $1.2M —
IBB iShares Biotechnology ETF 0.01% 6,903 $1.2M —
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.01% 27,274 $1.2M —
PFG Principal Financial Group 0.01% 13,091 $1.2M —
PRU Prudential Financial Inc. 0.01% 10,221 $1.2M —
HLT Hilton Worldwide Holdings Inc. 0.01% 4,011 $1.2M —
WDAY Workday Inc. Class A 0.01% 5,356 $1.2M —
SONY Sony Group Corp. - SP ADR 0.01% 44,842 $1.1M —
MDYG SS SPDR S&P 400 MC GR ETF 0.01% 12,420 $1.1M —
BAI Ishrs AI in and Tech Act ETF 0.01% 34,463 $1.1M —
EWBC East West Bancorp Inc. 0.01% 10,161 $1.1M —
DG Dollar General Corp. 0.01% 8,554 $1.1M —
JHMM John Hancock Multi Fact Mid 0.01% 17,325 $1.1M —
FISV Fiserv Inc. 0.01% 16,872 $1.1M —
PYPL PayPal Holdings Inc. 0.01% 19,334 $1.1M —
MCO Moody's Corp. 0.01% 2,202 $1.1M —
WCN Waste Connections Inc. 0.01% 6,363 $1.1M —
EIX Edison International 0.01% 18,422 $1.1M —
WMB Williams Cos Inc. 0.01% 18,357 $1.1M —
USFR Wisdomtree Floating Rate Tre 0.01% 21,750 $1.1M —
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.01% 9,417 $1.1M —
ONEQ Fidelity Nasdaq Comp Indx 0.01% 11,921 $1.1M —
LULU Lululemon Athletica Inc. 0.01% 5,203 $1.1M —
MTUM iShares MSCI USA Momentum Fa 0.01% 4,308 $1.1M —
TFC Truist Financial Corp. 0.01% 21,844 $1.1M —
MNST Monster Beverage Corp. 0.01% 13,862 $1.1M —
WAL Western Alliance Bancorp 0.01% 12,634 $1.1M —
PHYS Sprott Physical Gold Trust 0.01% 32,158 $1.1M —
THRO iShares U.S. Thematic Rotati 0.01% 27,518 $1.1M —
IGM iShares Expanded Tech Sector 0.01% 8,201 $1.1M —
HPQ HP Inc. 0.01% 47,424 $1.1M —
SCHC Schwab Intl Small-Cap Equity 0.01% 23,137 $1.1M —
WPM Wheaton Precious Metals Corp. 0.01% 8,910 $1.0M —
ABNB Airbnb Inc. Class A 0.01% 7,620 $1.0M —
MLPA Global X MLP ETF 0.01% 21,319 $1.0M —
VFH Vanguard Financials ETF 0.01% 7,695 $1.0M —
GEM Goldman Sachs Activebeta Em 0.01% 24,649 $1.0M —
DD Dupont DE Nemours Inc. 0.01% 25,517 $1.0M —
DVN Devon Energy Corp. 0.01% 27,823 $1.0M —
AKAM Akamai Technologies Inc. 0.01% 11,616 $1.0M —
STT State Street Corp. 0.01% 7,850 $1.0M —
VRT Vertiv Holdings Co. Class A 0.01% 6,236 $1.0M —
MUNI PIMCO Intermediate Municipal 0.01% 19,229 $1.0M —
HPE Hewlett Packard Enterprise 0.01% 41,886 $1.0M —
CNC Centene Corp. 0.01% 24,429 $1.0M —
EXEL Exelixis Inc. 0.01% 22,879 $1.0M —
ETHA iShares Ethereum Trust ETF 0.01% 44,623 $1.0M —
TEL Te Connectivity PLC 0.01% 4,393 $999K —
VOOG Vanguard S&P 500 Growth ETF 0.01% 2,240 $996K —
BTT BlackRock 2030 Muni TRGT TRM 0.01% 43,632 $996K —
VWOB Vanguard Emerg MKTS Gov BND 0.01% 14,761 $995K —
SMOT Vaneck Morningstar Smid Moat 0.01% 27,265 $987K —
SNDK Sandisk Corp. 0.01% 4,149 $985K —
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.01% 11,863 $984K —
HWM Howmet Aerospace Inc. 0.01% 4,753 $974K —
UL Unilever PLC-Sponsored ADR 0.01% 14,871 $973K —
JAZZ Jazz Pharmaceuticals PLC 0.01% 5,689 $967K —
CCJ Cameco Corp. 0.01% 10,518 $962K —
NXPI NXP Semiconductors NV 0.01% 4,421 $960K —
GRMN Garmin Ltd. 0.01% 4,720 $957K —
OXY Occidental Petroleum Corp. 0.01% 23,258 $956K —
PSA Public Storage 0.01% 3,683 $956K —
VEEV Veeva Systems Inc. Class A 0.00% 4,221 $942K —
FITB Fifth Third Bancorp 0.00% 20,026 $937K —
CTRA Coterra Energy Inc. 0.00% 35,551 $936K —
SAP Sap SE-Sponsored ADR 0.00% 3,811 $926K —
DELL Dell Technologies -C 0.00% 7,352 $925K —
SPYX SS SPDR S&P 500 Foss FL ETF 0.00% 16,401 $922K —
LIF LIFE360 Inc. 0.00% 14,345 $920K —
SHV iShares 0-1 Year Treasury Bo 0.00% 8,329 $917K —
BSCT Invesco Bulletshares 2029 CB 0.00% 48,709 $917K —
MELI MercadoLibre Inc. 0.00% 454 $914K —
VTR Ventas Inc. 0.00% 11,701 $905K —
LAMR Lamar Advertising Co. Class A 0.00% 7,081 $896K —
WTFC Wintrust Financial Corp. 0.00% 6,405 $896K —
FAST Fastenal Co. 0.00% 22,111 $887K —
IQLT iShares MSCI International Q 0.00% 19,386 $881K —
DWAS Invesco Dorsey Wright Smallc 0.00% 9,085 $879K —
IBHG iShares Ibonds 2027 HY Inc. 0.00% 39,324 $878K —
BYD Boyd Gaming Corp. 0.00% 10,278 $876K —
IVLU iShares MSCI International V 0.00% 23,007 $875K —
SPXL Direxion Daily S&P 500 Bull 0.00% 3,961 $874K —
AMG Affiliated Managers Group 0.00% 2,992 $862K —
COKE Coca-Cola Consolidated Inc. 0.00% 5,560 $852K —
FENY Fidelity MSCI Energy Index 0.00% 34,344 $851K —
TER Teradyne Inc. 0.00% 4,383 $848K —
WPC WP Carey Inc. 0.00% 13,149 $846K —
INCY Incyte Corp. 0.00% 8,548 $844K —
FCX Freeport-McMoran Inc. 0.00% 16,548 $840K —
PI Impinj Inc. 0.00% 4,829 $840K —
AIG American International Group 0.00% 9,772 $836K —
SUN Sunoco LP 0.00% 15,910 $834K —
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.00% 3,219 $833K —
EGP Eastgroup Properties Inc. 0.00% 4,668 $832K —
MLM Martin Marietta Materials 0.00% 1,330 $828K —
JBHT Hunt (jb) Transprt SVCS Inc. 0.00% 4,256 $827K —
GSLC Goldman Activebeta US LC ETF 0.00% 6,247 $827K —
AVY Avery Dennison Corp. 0.00% 4,539 $826K —
GUNR NT Mstar GLBL NR ETF 0.00% 17,736 $813K —
Q Qnity Electronics Inc. 0.00% 9,944 $812K —
ZION Zions Bancorp NA 0.00% 13,855 $811K —
TPC Tutor Perini Corp. 0.00% 12,085 $810K —
IFN Aberdeen India Fund Inc. 0.00% 59,037 $809K —
ESGE iShares Inc. iShares ESG Awar 0.00% 18,293 $808K —
PKW Invesco Buyback Achievers Et 0.00% 6,000 $806K —
PCG P G & E Corp. 0.00% 50,071 $805K —
IGPT Invesco AI and Next Gen Soft 0.00% 13,514 $804K —
TTC Toro Co. 0.00% 10,136 $798K —
EPI Wisdomtree India Earnings 0.00% 17,225 $797K —
G Genpact Ltd. 0.00% 16,996 $795K —
CW Curtiss-Wright Corp. 0.00% 1,437 $792K —
UNM Unum Group 0.00% 10,212 $791K —
FR First Industrial Realty TR 0.00% 13,793 $790K —
AA Alcoa Corp. 0.00% 14,825 $788K —
KDP Keurig Dr Pepper Inc. 0.00% 28,076 $786K —
PTF Invesco Dorsey Wright Tech 0.00% 10,239 $783K —
VPU Vanguard Utilities ETF 0.00% 4,217 $780K —
CTSH Cognizant Tech Solutions-A 0.00% 9,382 $779K —
WAB Wabtec Corp. 0.00% 3,642 $777K —
OMC Omnicom Group 0.00% 9,625 $777K —
VGK Vanguard Ftse Europe ETF 0.00% 9,293 $777K —
PFM Invesco Dividend Achievers E 0.00% 14,996 $772K —
ZBRA Zebra Technologies Corp. Class A 0.00% 3,179 $772K —
NNN NNN REIT Inc. 0.00% 19,386 $768K —
PNR Pentair PLC 0.00% 7,366 $767K —
NUEM Nuveen ESG Emerging Markets 0.00% 21,458 $763K —
ALSN Allison Transmission Holding 0.00% 7,782 $762K —
SNX TD Synnex Corp. 0.00% 5,059 $760K —
WEC WEC Energy Group Inc. 0.00% 7,165 $756K —
BF.B Brown-Forman Corp. Class B 0.00% 28,904 $753K —
CBOE Cboe Global Markets Inc. 0.00% 2,989 $750K —
BP BP PLC-Spons ADR 0.00% 21,507 $747K —
BSCU Invesco Bulletshares 2030 CB 0.00% 44,017 $745K —
XBI SS SPDR S&P Biotech ETF 0.00% 6,108 $745K —
CRUS Cirrus Logic Inc. 0.00% 6,267 $743K —
KHC The Kraft Heinz Co. 0.00% 30,489 $739K —
BWA Borgwarner Inc. 0.00% 16,360 $737K —
DOCU Docusign Inc. 0.00% 10,738 $734K —
IDEV iShares Core MSCI Dev MKTS 0.00% 8,862 $731K —
TTE Totalenergies SE 0.00% 11,110 $727K —
HYXF iShares ESG Adv High Yield 0.00% 15,344 $725K —
STE Steris PLC 0.00% 2,841 $720K —
LIVN Livanova PLC 0.00% 11,656 $717K —
FTI Technipfmc PLC 0.00% 16,089 $717K —
TM Toyota Motor Corp. -Spon ADR 0.00% 3,339 $715K —
BF.A Brown-Forman Corp. Class A 0.00% 27,159 $715K —
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.00% 9,893 $714K —
BBSI Barrett Business SVCS Inc. 0.00% 19,546 $708K —
IYJ iShares U.S. Industrials ETF 0.00% 4,742 $703K —
CHD Church & Dwight Co. Inc. 0.00% 8,370 $702K —
BRO Brown & Brown Inc. 0.00% 8,799 $701K —
SUSA iShares ESG Optimized MSCI U 0.00% 5,029 $701K —
MKSI MKS Inc. 0.00% 4,384 $701K —
UGI Ugi Corp. 0.00% 18,681 $699K —
COHR Coherent Corp. 0.00% 3,780 $698K —
BLND Blend Labs Inc. Class A 0.00% 228,537 $695K —
NUS Nu Skin Enterprises Inc. Class A 0.00% 71,931 $692K —
BTI British American Tob-SP ADR 0.00% 12,162 $689K —
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.00% 18,304 $688K —
DBA Invesco DB Agriculture Fund 0.00% 26,758 $683K —
MSI Motorola Solutions Inc. 0.00% 1,774 $680K —
PXF Invesco Rafi Developed Marke 0.00% 10,329 $677K —
COO The Cooper Cos Inc. 0.00% 8,228 $674K —
CCK Crown Holdings Inc. 0.00% 6,546 $674K —
EVRG Evergy Inc. 0.00% 9,290 $673K —
ORI Old Republic Intl Corp. 0.00% 14,724 $672K —
IOO iShares Global 100 ETF 0.00% 5,303 $672K —
DECK Deckers Outdoor Corp. 0.00% 6,442 $668K —
FTV Fortive Corp. 0.00% 12,083 $667K —
VCEB Vanguard ESG US Corp. Bond 0.00% 10,471 $666K —
THC Tenet Healthcare Corp. 0.00% 3,352 $666K —
AEM Agnico Eagle Mines Ltd. 0.00% 3,922 $665K —
MSTR Strategy Inc. 0.00% 4,365 $663K —
AZO AutoZone Inc. 0.00% 195 $663K —
AB Alliancebernstein Holding LP 0.00% 17,205 $662K —
EFX Equifax Inc. 0.00% 3,044 $660K —
AYI Acuity Inc. 0.00% 1,833 $660K —
SAN Banco Santander SA-Spon ADR 0.00% 55,858 $655K —
WSM Williams-Sonoma Inc. 0.00% 3,640 $650K —
PSN Parsons Corp. 0.00% 10,517 $650K —
MAS Masco Corp. 0.00% 10,162 $645K —
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 16,975 $644K —
GNMA iShares Gnma Bond ETF 0.00% 14,443 $643K —
TW Tradeweb Markets Inc. Class A 0.00% 5,975 $643K —
QRVO Qorvo Inc. 0.00% 7,574 $640K —
CP Canadian Pacific Kansas City 0.00% 8,655 $637K —
CRBG Corebridge Financial Inc. 0.00% 21,100 $637K —
OTIS Otis Worldwide Corp. 0.00% 7,275 $635K —
ICUI Icu Medical Inc. 0.00% 4,446 $634K —
APA Apa Corp. 0.00% 25,820 $632K —
DOX Amdocs Ltd. 0.00% 7,835 $631K —
GBTC Grayscale Bitcoin Trust ETF 0.00% 9,220 $630K —
OII Oceaneering Intl Inc. 0.00% 26,225 $630K —
HAL Halliburton Co. 0.00% 22,284 $630K —
CPRX Catalyst Pharmaceuticals Inc. 0.00% 26,972 $630K —
IYC iShares US Consumer Discreti 0.00% 6,096 $629K —
AOS Smith (a.o.) Corp. 0.00% 9,369 $627K —
PKB Invesco Building & Construct 0.00% 6,741 $624K —
FLTR Vaneck Ig Floating Rate ETF 0.00% 24,490 $624K —
MLI Mueller Industries Inc. 0.00% 5,435 $624K —
SPXE Proshares S&P 500 Ex-Energy 0.00% 8,391 $620K —
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 0.00% 8,001 $619K —
RSPT Invesco S&P 500 Equal Weight 0.00% 13,574 $618K —
SPHQ Invesco S&P 500 Quality ETF 0.00% 8,217 $617K —
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.00% 7,825 $616K —
FLEX Flex Ltd. 0.00% 10,133 $612K —
ROKU Roku Inc. 0.00% 5,629 $611K —
KRE SS SPDR S&P Regional Bank 0.00% 9,415 $610K —
IBN Icici Bank Ltd.-Spon ADR 0.00% 20,476 $610K —
TLT iShares 20+ Year Treasury BD 0.00% 6,974 $608K —
LYFT LYFT Inc. Class A 0.00% 31,328 $607K —
GMED Globus Medical Inc. Class A 0.00% 6,950 $607K —
PSI Invesco Semiconductors ETF 0.00% 7,694 $607K —
BKH Black Hills Corp. 0.00% 8,719 $605K —
XME SS SPDR S&P Metals Mining 0.00% 5,832 $604K —
DGX Quest Diagnostics Inc. 0.00% 3,473 $603K —
CDE Coeur Mining Inc. 0.00% 33,693 $601K —
HBAN Huntington Bancshares Inc. 0.00% 34,565 $600K —
WBS Webster Financial Corp. 0.00% 9,519 $599K —
FLJP Franklin Ftse Japan ETF 0.00% 17,371 $598K —
GGG Graco Inc. 0.00% 7,284 $597K —
HL Hecla Mining Co. 0.00% 31,089 $597K —
UMBF Umb Financial Corp. 0.00% 5,181 $596K —
NI Nisource Inc. 0.00% 14,265 $596K —
HST Host Hotels & Resorts Inc. 0.00% 33,563 $595K —
FIVE Five Below 0.00% 3,157 $595K —
POR Portland General Electric Co. 0.00% 12,364 $593K —
HALO Halozyme Therapeutics Inc. 0.00% 8,803 $592K —
VIRT Virtu Financial Inc. Class A 0.00% 17,765 $592K —
UTHR United Therapeutics Corp. 0.00% 1,212 $591K —
ILMN Illumina Inc. 0.00% 4,498 $590K —
TPR Tapestry Inc. 0.00% 4,617 $590K —
OPPE Wisdomtree European Opport 0.00% 11,482 $590K —
SANM Sanmina Corp. 0.00% 3,923 $589K —
CBRE CBRE Group Inc. Class A 0.00% 3,636 $585K —
CEF Sprott Physical Gold and Sil 0.00% 12,724 $583K —
HII Huntington Ingalls Industrie 0.00% 1,711 $582K —
EWD iShares MSCI Sweden ETF 0.00% 11,806 $581K —
UAL United Airlines Holdings Inc. 0.00% 5,185 $580K —
UBS UBS Group AG-Reg 0.00% 12,494 $579K —
EVR Evercore Inc. Class A 0.00% 1,698 $578K —
SNFCA Security Natl Finl Corp. Class A 0.00% 63,869 $575K —
D Dominion Energy Inc. 0.00% 9,793 $574K —
QYLD Global X Nasd 100 Cov Call 0.00% 32,364 $572K —
ALB Albemarle Corp. 0.00% 4,032 $570K —
RMD Resmed Inc. 0.00% 2,354 $567K —
DFEV Dimensional Emrg MRKT Val 0.00% 16,733 $565K —
SYF Synchrony Financial 0.00% 6,753 $563K —
TOST Toast Inc. Class A 0.00% 15,862 $563K —
CNO Cno Financial Group Inc. 0.00% 13,237 $562K —
VIS Vanguard Industrials ETF 0.00% 1,881 $561K —
YJUN FT Vest Int Eq Modt ETF-June 0.00% 21,829 $560K —
MCHP Microchip Technology Inc. 0.00% 8,729 $556K —
TEM Tempus AI Inc. Class A 0.00% 9,361 $553K —
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.00% 5,395 $552K —
MLPX Global X MLP & Energy Infras 0.00% 9,119 $552K —
SR Spire Inc. 0.00% 6,666 $551K —
CLH Clean Harbors Inc. 0.00% 2,349 $551K —
EXR Extra Space Storage Inc. 0.00% 4,222 $550K —
ACHR Archer Aviation Inc. Class A 0.00% 73,070 $549K —
SNY Sanofi-ADR 0.00% 11,330 $549K —
SIVR Abrdn Physical Silver Shares 0.00% 8,101 $548K —
PRFZ Inv Rafi US 1500 SM-Usd Inc. 0.00% 11,931 $548K —
VRSN Verisign Inc. 0.00% 2,244 $545K —
DRLL Strive US Energy ETF 0.00% 19,082 $544K —
CARY Angel Oak Income ETF 0.00% 26,028 $542K —
STX Seagate Technology Holdings 0.00% 1,964 $541K —
VSGX Vanguard ESG Intl Stock ETF 0.00% 7,535 $540K —
ST Sensata Technologies Holdplc 0.00% 16,186 $539K —
CCL Carnival Corp. 0.00% 17,639 $539K —
IYH iShares U.S. Healthcare ETF 0.00% 8,272 $539K —
FLV American Century Focused Lar 0.00% 7,100 $538K —
CDW CDW Corp. 0.00% 3,940 $537K —
NTRA Natera Inc. 0.00% 2,337 $535K —
MKL Markel Group Inc. 0.00% 249 $535K —
LEG Leggett & Platt Inc. 0.00% 48,433 $533K —
RGLD Royal Gold Inc. 0.00% 2,386 $530K —
DCOR Dimensional US Core Eq 1 ETF 0.00% 7,203 $530K —
NFG National Fuel Gas Co. 0.00% 6,610 $529K —
PHM Pultegroup Inc. 0.00% 4,504 $528K —
VONV Vanguard Russell 1000 Value 0.00% 5,717 $528K —
REZI Resideo Technologies Inc. 0.00% 14,987 $526K —
FIS Fidelity National Info Serv 0.00% 7,909 $526K —
SMMD iShares Russell 2500 ETF 0.00% 7,009 $525K —
OVV Ovintiv Inc. 0.00% 13,372 $524K —
MFC Manulife Financial Corp. 0.00% 14,438 $524K —
SCYB Schwab High Yield Bond ETF 0.00% 19,610 $518K —
GNRC Generac Holdings Inc. 0.00% 3,793 $517K —
ROP Roper Technologies Inc. 0.00% 1,161 $517K —
SMTC Semtech Corp. 0.00% 6,974 $514K —
LH Labcorp Holdings Inc. 0.00% 2,048 $514K —
CFLT Confluent Inc. Class A 0.00% 16,973 $513K —
PEG Public Service Enterprise GP 0.00% 6,362 $511K —
ITT Itt Inc. 0.00% 2,933 $509K —
CIBR First Trust Nasdaq Cybersecu 0.00% 7,104 $508K —
EEMV iShares MSCI Emg MKT Min Vol 0.00% 7,917 $507K —
CCI Crown Castle Inc. 0.00% 5,705 $507K —
FNB FNB Corp. 0.00% 29,309 $501K —
BTZ BlackRock Credit Allocation 0.00% 46,277 $501K —
XT Ishar Fture Exp Tech ETF-Usd 0.00% 7,184 $501K —
NYF iShares New York Muni Bond E 0.00% 9,339 $500K —
SIGI Selective Insurance Group 0.00% 5,970 $500K —
DLR Digital Realty Trust Inc. 0.00% 3,221 $498K —
CRS Carpenter Technology 0.00% 1,582 $498K —
CIEN Ciena Corp. 0.00% 2,122 $496K —
GSK GSK PLC-Spon ADR 0.00% 10,109 $496K —
UVE Universal Insurance Holdings 0.00% 14,647 $495K —
EPR Epr Properties filed as EPR PPTYS 0.00% 9,858 $492K —
BHP BHP Group Ltd.-Spon ADR 0.00% 8,129 $491K —
TDIV FT Nasdaq Tech DVD Index FD 0.00% 5,062 $490K —
JOBY Joby Aviation Inc. 0.00% 37,113 $490K —
HUBS HubSpot Inc. 0.00% 1,220 $490K —
RCL Royal Caribbean Cruises Ltd. 0.00% 1,753 $489K —
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.00% 7,047 $488K —
LNC Lincoln National Corp. 0.00% 10,953 $488K —
ESNT Essent Group Ltd. 0.00% 7,494 $487K —
ESG NT Stoxx US ESG ETF 0.00% 3,061 $484K —
WASH Washington Trust Bancorp 0.00% 16,381 $484K —
INDV Indivior Ltd. 0.00% 13,419 $481K —
DES Wisdomtree US Smallcap Divid 0.00% 14,371 $481K —
SE Sea Ltd.-ADR 0.00% 3,758 $479K —
CNQ Canadian Natural Resources 0.00% 14,145 $479K —
IXN iShares Global Tech ETF 0.00% 4,550 $478K —
FE Firstenergy Corp. 0.00% 10,667 $478K —
RAA Smi 3FOURTEEN RL Asst Alloc 0.00% 17,354 $477K —
RY Royal Bank of Canada 0.00% 2,794 $476K —
EXPD Expeditors Intl Wash Inc. 0.00% 3,186 $475K —
RKLB Rocket Lab Corp. 0.00% 6,773 $473K —
INDB Independent Bank Corp. 0.00% 6,463 $472K —
MD Pediatrix Medical Group Inc. 0.00% 22,064 $472K —
HQY Healthequity Inc. 0.00% 5,151 $472K —
HWC Hancock Whitney Corp. 0.00% 7,385 $470K —
TPL Texas Pacific Land Corp. 0.00% 1,636 $470K —
GL Globe Life Inc. 0.00% 3,358 $470K —
CLX Clorox Company 0.00% 4,642 $468K —
SPG Simon Property Group Inc. 0.00% 2,520 $467K —
CWK Cushman & Wakefield Ltd. 0.00% 28,803 $466K —
DTE DTE Energy Company 0.00% 3,612 $466K —
RMT Royce Micro-Cap Trust Inc. 0.00% 44,446 $464K —
ADT Adt Inc. 0.00% 57,289 $462K —
BGC BGC Group Inc. Class A 0.00% 51,721 $462K —
HDB HDFC Bank Ltd.-ADR 0.00% 12,618 $461K —
SBAC SBA Communications Corp. 0.00% 2,382 $461K —
IVZ Invesco Ltd. 0.00% 17,531 $461K —
IEI iShares 3-7 Year Treasury Bo 0.00% 3,855 $460K —
FNDC Schwab Fndmnt Intl SM Eq ETF 0.00% 10,327 $460K —
HOOD Robinhood Markets Inc. Class A 0.00% 4,063 $459K —
SNAP Snap Inc. Class A 0.00% 56,723 $458K —
BIP Brookfield Infrastructure Pa 0.00% 13,162 $457K —
BCS Barclays PLC-Spons ADR 0.00% 17,967 $457K —
VOX Vanguard Communication Servi 0.00% 2,359 $457K —
MAT Mattel Inc. 0.00% 22,941 $455K —
KRYS Krystal Biotech Inc. 0.00% 1,846 $455K —
OZK Bank Ozk 0.00% 9,871 $454K —
PFS Provident Financial Services 0.00% 22,877 $452K —
CHE Chemed Corp. 0.00% 1,054 $451K —
ASH Ashland Inc. 0.00% 7,684 $451K —
DFSE Dimensional Em Sus CORE1 ETF 0.00% 10,856 $450K —
IWY iShares Russell Top 200 Grow 0.00% 1,616 $448K —
CALF PCR US SM CP CSH CWS ETF-Usd 0.00% 10,075 $447K —
ADX Adams Diversified Equity 0.00% 19,152 $447K —
SNA Snap-on Inc. 0.00% 1,291 $445K —
WSR Whitestone REIT 0.00% 31,936 $444K —
MIDD Middleby Corp. 0.00% 2,982 $443K —
CRH CRH PLC 0.00% 3,542 $442K —
ABCB Ameris Bancorp 0.00% 5,936 $441K —
MTZ Mastec Inc. 0.00% 2,028 $441K —
RIO Rio Tinto PLC-Spon ADR 0.00% 5,504 $441K —
WSBC Wesbanco Inc. 0.00% 13,222 $439K —
CRL Charles River Laboratories 0.00% 2,199 $439K —
EQIX Equinix Inc. 0.00% 568 $435K —
PDBC Invesco Optimum Yield Divers 0.00% 32,822 $435K —
PSLV Sprott Physical Silver Trust 0.00% 18,325 $433K —
LZ Legalzoomcom Inc. 0.00% 43,183 $429K —
EXC Exelon Corp. 0.00% 9,837 $429K —
CRDO Credo Technology Group Holdi 0.00% 2,963 $426K —
SHLD Global X Defense Tech ETF 0.00% 6,548 $424K —
IXJ iShares Global Healthcare Et 0.00% 4,349 $424K —
VOYA Voya Financial Inc. 0.00% 5,677 $423K —
ING ING Groep N.V.-Sponsored ADR 0.00% 15,097 $423K —
UHS Universal Health Services-B 0.00% 1,937 $422K —
RWJ Invesco S&P Smallcap 600 0.00% 8,649 $421K —
FLOT iShares Floating Rate Bond E 0.00% 8,257 $420K —
NBIX Neurocrine Biosciences Inc. 0.00% 2,949 $418K —
ON On Semiconductor 0.00% 7,719 $418K —
NMIH Nmi Holdings Inc. filed as NMI HLDGS INC 0.00% 10,235 $417K —
DISV Dimensional International SM 0.00% 10,912 $415K —
CASY Casey's General Stores Inc. 0.00% 750 $415K —
XONE Bondbloxx BBG 1 Dur US Treas 0.00% 8,360 $414K —
TOL Toll Brothers Inc. 0.00% 3,051 $413K —
DLTR Dollar Tree Inc. 0.00% 3,337 $411K —
CR Crane Co. 0.00% 2,221 $410K —
NEAR iShares SH Dba ETF Usd Inc. 0.00% 8,008 $409K —
SCHP Schwab U.S. Tips ETF 0.00% 15,401 $408K —
OMFL Invesco Russell 1000 DYN M/F 0.00% 6,667 $408K —
GPC Genuine Parts Co. 0.00% 3,275 $403K —
GTES Gates Industrial Corp. UK Ltd. 0.00% 18,725 $402K —
CTRE Caretrust REIT Inc. 0.00% 11,099 $401K —
B Barrick Mining Corp. 0.00% 9,206 $401K —
THFF First Financial Corp. 0.00% 6,625 $400K —
EMN Eastman Chemical Co. 0.00% 6,262 $400K —
SLYG SS SPDR S&P 600 SC GR ETF 0.00% 4,239 $399K —
VTHR Vanguard Russell 3000 0.00% 1,325 $398K —
RIVN Rivian Automotive Inc. Class A 0.00% 20,178 $398K —
ECVT Ecovyst Inc. 0.00% 40,869 $398K —
PECO Phillips Edison & Company Inc. 0.00% 11,153 $397K —
OSK Oshkosh Corp. 0.00% 3,140 $394K —
EME Emcor Group Inc. 0.00% 644 $394K —
AXTA Axalta Coating Systems Ltd. 0.00% 12,186 $394K —
DBD Diebold Nixdorf Inc. 0.00% 5,799 $394K —
STIP iShares 0-5 Year Tips Bond E 0.00% 3,834 $393K —
KIE SS SPDR S&P Insurance ETF 0.00% 6,516 $392K —
SNV Synovus Financial Corp. 0.00% 7,827 $392K —
RAMP Liveramp Holdings Inc. 0.00% 13,326 $391K —
SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD 0.00% 9,373 $390K —
BBVA Banco Bilbao Vizcaya-SP ADR 0.00% 16,743 $390K —
QDF NT Qual Div ETF 0.00% 4,823 $390K —
LGLV SPDR US LC Low Vol Idx 0.00% 2,216 $389K —
ATO Atmos Energy Corp. 0.00% 2,310 $387K —
TNL Travel + Leisure Co. 0.00% 5,487 $387K —
CUBE Cubesmart 0.00% 10,727 $387K —
VMI Valmont Industries 0.00% 960 $386K —
HFWA Heritage Financial Corp. 0.00% 16,261 $385K —
NXST Nexstar Media Group Inc. 0.00% 1,890 $384K —
FBND Fidelity Total Bond ETF 0.00% 8,331 $384K —
DFIS Dimensional International SM 0.00% 11,617 $383K —
KGC Kinross Gold Corp. 0.00% 13,553 $382K —
HLMN Hillman Solutions Corp. 0.00% 44,060 $382K —
OC Owens Corning 0.00% 3,405 $381K —
TRUP Trupanion Inc. 0.00% 10,177 $380K —
AAL American Airlines Group Inc. 0.00% 24,786 $380K —
PINS Pinterest Inc. Class A 0.00% 14,609 $378K —
AEE Ameren Corporation 0.00% 3,781 $378K —
ROCK Gibraltar Industries Inc. 0.00% 7,629 $377K —
DRI Darden Restaurants Inc. 0.00% 2,045 $376K —
LVS Las Vegas Sands Corp. 0.00% 5,768 $375K —
NICE Nice Ltd. - Spon ADR 0.00% 3,317 $375K —
ARKW ARK Next Generation Technolo 0.00% 2,529 $374K —
AFG American Financial Group Inc. 0.00% 2,730 $373K —
FOXA Fox Corp. Class A 0.00% 5,090 $372K —
KBH KB Home 0.00% 6,561 $370K —
SKYY First Trust Cloud Computing 0.00% 2,841 $370K —
BTC Grayscale Bitcoin Mini ETF 0.00% 9,521 $369K —
EEFT Euronet Worldwide Inc. 0.00% 4,841 $368K —
ALG Alamo Group Inc. 0.00% 2,189 $367K —
APTV Aptiv PLC 0.00% 4,825 $367K —
AU Anglogold Ashanti PLC 0.00% 4,300 $367K —
MUFG Mitsubishi Ufj Finl-Spon ADR 0.00% 22,957 $364K —
GTLS Chart Industries Inc. 0.00% 1,762 $363K —
BALL Ball Corp. 0.00% 6,859 $363K —
HLIO Helios Technologies Inc. 0.00% 6,792 $363K —
HACK Amplify Cybersecurity ETF 0.00% 4,514 $363K —
ENS Enersys 0.00% 2,472 $363K —
TAK Takeda Pharmaceutic-SP ADR 0.00% 23,081 $360K —
WOR Worthington Enterprises Inc. 0.00% 6,975 $360K —
AVUS Avantis U.S. Equity ETF 0.00% 3,217 $360K —
PAG Penske Automotive Group Inc. 0.00% 2,267 $359K —
XMMO Invesco S&P Midcap Momentum 0.00% 2,591 $359K —
NUSC Nuveen ESG Small-Cap ETF 0.00% 7,972 $356K —
SOLV Solventum Corp. 0.00% 4,489 $356K —
MPWR Monolithic Power Systems Inc. 0.00% 392 $355K —
TBIL F/M US Treasury 3 Month Bill 0.00% 7,119 $355K —
MDGL Madrigal Pharmaceuticals Inc. 0.00% 609 $355K —
EPAM Epam Systems Inc. 0.00% 1,729 $354K —
PIE Invesco Dorsey Wright Emergi 0.00% 14,983 $354K —
YMAR FT VT Int Equ M B- Mar-US I 0.00% 13,074 $353K —
ADC Agree Realty Corp. 0.00% 4,897 $353K —
RRX Regal Rexnord Corp. 0.00% 2,513 $353K —
IMTM iShares MSCI Intl Momentum F 0.00% 7,321 $351K —
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.00% 4,592 $351K —
BN Brookfield Corp. 0.00% 7,617 $350K —
MGRC McGrath Rentcorp 0.00% 3,316 $348K —
RELX Relx PLC - Spon ADR 0.00% 8,603 $348K —
AXON Axon Enterprise Inc. 0.00% 612 $347K —
RBLX Roblox Corp. Class A 0.00% 4,288 $347K —
CINF Cincinnati Financial Corp. 0.00% 2,125 $347K —
ELS Equity Lifestyle Properties 0.00% 5,724 $347K —
BGRN iShares Usd Green Bond ETF 0.00% 7,232 $347K —
QUS SS SPDR MSCI U Stratfact ETF 0.00% 1,988 $346K —
BITB Bitwise Bitcoin ETF 0.00% 7,259 $345K —
JXN Jackson Financial Inc. Class A 0.00% 3,232 $345K —
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.00% 3,123 $344K —
CSGS CSG Systems Intl Inc. 0.00% 4,470 $343K —
SPOT Spotify Technology SA 0.00% 590 $343K —
MTCH Match Group Inc. 0.00% 10,591 $342K —
SUSL iShares ESG MSCI USA Leaders 0.00% 2,819 $342K —
NWN Northwest Natural Holding Co. 0.00% 7,311 $342K —
XAR SS SPDR S&P Aerospace Def 0.00% 1,413 $341K —
FNV Franco-Nevada Corp. 0.00% 1,644 $341K —
CSQ Calamos Strat TTL RTRN FND 0.00% 17,648 $339K —
ESS Essex Property Trust Inc. 0.00% 1,293 $338K —
HTO H2O America 0.00% 6,899 $338K —
HVT Haverty Furniture 0.00% 14,462 $338K —
IBEX Ibex Ltd. 0.00% 8,834 $337K —
JAMF Jamf Holding Corp. filed as JAMF HLDG CORP 0.00% 25,888 $337K —
PWV Invesco Large Cap Value ETF 0.00% 5,063 $337K —
WHD Cactus Inc. Class A 0.00% 7,325 $335K —
VGLT Vanguard Long-Term Treasury 0.00% 5,988 $334K —
ILCG iShares Morningstar Growth E 0.00% 3,211 $334K —
DKNG Draftkings Inc. Class A 0.00% 9,677 $333K —
CPRT Copart Inc. 0.00% 8,506 $333K —
OHI Omega Healthcare Investors 0.00% 7,494 $332K —
USHY iShares Broad Usd High Yield 0.00% 8,856 $331K —
AMKR Amkor Technology Inc. 0.00% 8,369 $330K —
HOS Hornbeck Offshore Services I filed as HELIX ENERGY SOLUTIONS GRP I 0.00% 52,642 $330K —
MMS Maximus Inc. 0.00% 3,813 $329K —
PLOW Douglas Dynamics Inc. 0.00% 10,080 $329K —
RJF Raymond James Financial Inc. 0.00% 2,045 $328K —
FHI Federated Hermes Inc. 0.00% 6,292 $328K —
CFG Citizens Financial Group 0.00% 5,600 $327K —
NGG National Grid PLC-SP ADR 0.00% 4,229 $327K —
JHG Janus Henderson Group PLC 0.00% 6,876 $327K —
MKC McCormick & Co.-Non VTG SHRS 0.00% 4,770 $325K —
MTSI Macom Technology Solutions H 0.00% 1,893 $324K —
GPN Global Payments Inc. 0.00% 4,173 $323K —
FBIN Fortune Brands Innovations I 0.00% 6,449 $323K —
MAA Mid-America Apartment Comm 0.00% 2,322 $323K —
TAP Molson Coors Beverage Co. Class B 0.00% 6,908 $322K —
BLSH Bullish 0.00% 8,500 $322K —
CSTM Constellium SE 0.00% 17,026 $321K —
ACM Aecom 0.00% 3,366 $321K —
THG Hanover Insurance Group Inc./ 0.00% 1,755 $321K —
KVUE Kenvue Inc. 0.00% 18,538 $320K —
HAFC Hanmi Financial Corporation 0.00% 11,822 $320K —
XPH SS SPDR S&P Pharma ETF 0.00% 5,700 $319K —
KNG FT Vest S&P 500 DVD Arst TRG 0.00% 6,493 $319K —
FTCS First Trust Capital Strength 0.00% 3,449 $319K —
HMN Horace Mann Educators 0.00% 6,902 $319K —
MYRG MYR Group Inc./Delaware 0.00% 1,456 $318K —
IDCC Interdigital Inc. 0.00% 998 $318K —
BIIB Biogen Inc. 0.00% 1,800 $317K —
RDVY First Trust Rising Dividend 0.00% 4,555 $316K —
TNK Teekay Tankers Ltd. Class A 0.00% 5,914 $316K —
EQT Eqt Corp. 0.00% 5,859 $314K —
GAP The Gap Inc. 0.00% 12,258 $314K —
APPF Appfolio Inc. Class A 0.00% 1,347 $313K —
FVAL Fidelity Value Factor ETF 0.00% 4,336 $313K —
GVA Granite Construction Inc. 0.00% 2,706 $312K —
DOC Healthpeak Properties Inc. 0.00% 19,392 $312K —
HAS Hasbro Inc. 0.00% 3,799 $312K —
LEVI Levi Strauss & Co. Class A 0.00% 15,001 $311K —
VGUS Vanguard Ultra SHRT Treasury 0.00% 4,111 $310K —
AIVI Wisdomtree International AI 0.00% 5,960 $310K —
WTRG Essential Utilities Inc. 0.00% 8,066 $309K —
JCPB JPMorgan Core Plus Bond ETF 0.00% 6,523 $309K —
URTH iShares MSCI World ETF 0.00% 1,656 $308K —
INGR Ingredion Inc. 0.00% 2,788 $307K —
MDB Mongodb Inc. 0.00% 732 $307K —
OMCL Omnicell Inc. 0.00% 6,779 $307K —
RRC Range Resources Corp. 0.00% 8,688 $306K —
TLH iShares 10-20 Year Treasury 0.00% 3,012 $306K —
RL Ralph Lauren Corp. 0.00% 864 $306K —
EFSC Enterprise Financial Service 0.00% 5,600 $302K —
SU Suncor Energy Inc. 0.00% 6,809 $302K —
NVST Envista Holdings Corp. 0.00% 13,851 $301K —
SCHI Schwab 5-10 Year Corporate B 0.00% 13,089 $301K —
SBRA Sabra Health Care REIT Inc. 0.00% 15,864 $300K —
PRCT Procept Biorobotics Corp. 0.00% 9,542 $300K —
CUBI Customers Bancorp Inc. 0.00% 4,091 $299K —
KAPR Innovator U.S. Small Cap Pow 0.00% 8,507 $299K —
CHI Calamos Convert Opport & Inc. 0.00% 28,500 $299K —
LUV Southwest Airlines Co. 0.00% 7,222 $298K —
IEF iShares 7-10 Year Treasury B 0.00% 3,103 $298K —
GDIV Harbor Dividend Growth Leade 0.00% 17,816 $297K —
NRG NRG Energy Inc. 0.00% 1,859 $296K —
CHRD Chord Energy Corp. 0.00% 3,178 $295K —
IBMO iShares Ibonds Dec 2026 Term 0.00% 11,490 $295K —
DFIP Dimensional Inflation-Protec 0.00% 7,086 $294K —
ICF iShares Select U.S. REIT ETF 0.00% 4,934 $294K —
IT Gartner Inc. 0.00% 1,167 $294K —
KJAN Innovator U.S. Small Cap Pow 0.00% 7,102 $294K —
PPG PPG Industries Inc. 0.00% 2,860 $293K —
J Jacobs Solutions Inc. 0.00% 2,208 $292K —
IDU iShares US Utilities ETF 0.00% 2,693 $292K —
SON Sonoco Products Co. 0.00% 6,685 $292K —
LPLA LPL Financial Holdings Inc. 0.00% 813 $290K —
PRGS Progress Software Corp. 0.00% 6,753 $290K —
REG Regency Centers Corp. 0.00% 4,190 $289K —
EINC Vaneck Energy Income ETF 0.00% 3,005 $289K —
CAG Conagra Brands Inc. 0.00% 16,690 $289K —
YELP Yelp Inc. 0.00% 9,506 $289K —
BRX Brixmor Property Group Inc. 0.00% 10,976 $288K —
HAE Haemonetics Corp. 0.00% 3,590 $288K —
KBR KBR Inc. 0.00% 7,157 $288K —
ENSG The Ensign Group Inc. 0.00% 1,647 $287K —
TTEK Tetra Tech Inc. 0.00% 8,551 $287K —
EQWL Invesco S&P 100 Equal Weight 0.00% 2,426 $287K —
BUSE First Busey Corp. 0.00% 12,035 $286K —
JGRO JPMorgan Active Growth ETF 0.00% 3,084 $286K —
KEY Keycorp 0.00% 13,820 $285K —
DBX Dropbox Inc. Class A 0.00% 10,252 $285K —
VMC Vulcan Materials Co. 0.00% 997 $285K —
OTF Blue Owl Technology Finance 0.00% 19,527 $284K —
WAT Waters Corp. 0.00% 745 $283K —
TEVA Teva Pharmaceutical-SP ADR 0.00% 9,067 $283K —
DFSD Dimensional Short Duration 0.00% 5,894 $283K —
YUMC Yum China Holdings Inc. 0.00% 5,899 $282K —
AMBP Ardagh Metal Packaging SA 0.00% 68,593 $281K —
MEDP Medpace Holdings Inc. 0.00% 500 $281K —
KRG Kite Realty Group Trust 0.00% 11,681 $280K —
INTF iShares International Equity 0.00% 7,411 $280K —
VSAT Viasat Inc. 0.00% 8,108 $279K —
EHC Encompass Health Corp. 0.00% 2,627 $279K —
TCMD Tactile Systems Technology I 0.00% 9,584 $278K —
RPRX Royalty Pharma PLC Class A 0.00% 7,190 $278K —
FHN First Horizon Corp. 0.00% 11,592 $277K —
MOG.A Moog Inc. Class A 0.00% 1,136 $277K —
TWLO Twilio Inc. Class A 0.00% 1,936 $275K —
SOXL Direx Dail Semi Bu 3X Et-Usd 0.00% 6,551 $275K —
CRBN Ish Low Car Opt Ms Ac ETF-US 0.00% 1,194 $275K —
E Eni SPA-Sponsored ADR 0.00% 7,247 $275K —
PGNY Progyny Inc. 0.00% 10,705 $275K —
MTX Minerals Technologies Inc. 0.00% 4,508 $275K —
FC Franklin Covey Co. 0.00% 16,353 $274K —
KTB Kontoor Brands Inc. 0.00% 4,472 $273K —
JLL Jones Lang Lasalle Inc. 0.00% 811 $273K —
ETSY Etsy Inc. 0.00% 4,892 $271K —
YDEC FT Vest International Equity 0.00% 10,315 $270K —
AWI Armstrong World Industries 0.00% 1,412 $270K —
JEF Jefferies Financial Group Inc. 0.00% 4,339 $269K —
KFRC Kforce Inc. 0.00% 8,692 $269K —
GRC Gorman-Rupp Co. 0.00% 5,611 $268K —
SLF Sun Life Financial Inc. 0.00% 4,293 $268K —
MBWM Mercantile Bank Corp. 0.00% 5,554 $267K —
ALNY Alnylam Pharmaceuticals Inc. 0.00% 671 $267K —
FRSH Freshworks Inc. Class A 0.00% 21,737 $266K —
MKTX Marketaxess Holdings Inc. 0.00% 1,468 $266K —
NORW Global X MSCI Norway ETF 0.00% 8,845 $266K —
MTD Mettler-Toledo International 0.00% 190 $265K —
NYT New York Times Co. Class A 0.00% 3,818 $265K —
JETS US Global Jets ETF 0.00% 9,440 $265K —
AGZ iShares Agency Bond ETF 0.00% 2,402 $265K —
BMNR Bitmine Immersion Technologi 0.00% 9,735 $264K —
IYM iShares U.S. Basic Materials 0.00% 1,713 $264K —
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 0.00% 2,910 $264K —
TTMI TTM Technologies 0.00% 3,812 $263K —
ARKQ ARK Autonomous Tech & Robot 0.00% 2,290 $263K —
CIVI Civitas Resources Inc. 0.00% 9,672 $262K —
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.00% 1,043 $262K —
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.00% 9,314 $262K —
SGDM Sprott Gold Miners ETF 0.00% 3,759 $262K —
AVLV Avantis US Large Cap Value 0.00% 3,452 $262K —
NWG Natwest Group PLC -Spon ADR 0.00% 14,917 $261K —
CWI State Street SPDR MSCI Acwi 0.00% 7,258 $261K —
FENI Fidelity Enhanced Intl ETF 0.00% 7,118 $260K —
OGE Oge Energy Corp. 0.00% 6,054 $258K —
DFCF Dimensional Core Fixed Inc. 0.00% 6,058 $258K —
AHR American Healthcare REIT Inc. 0.00% 5,455 $257K —
DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC 0.00% 7,175 $256K —
FMDE Fidelity Enhanced Mid Cap Co. 0.00% 7,014 $255K —
IBMR iShares Ibonds Dec 2029 M BD 0.00% 10,020 $255K —
ACEL Accel Entertainment Inc. 0.00% 22,310 $255K —
FFOX Fundx Future Fund Opp ETF 0.00% 9,334 $255K —
SOFI Sofi Technologies Inc. 0.00% 9,707 $254K —
HBNC Horizon Bancorp Inc. 0.00% 14,972 $254K —
ARM Arm Holdings PLC-ADR 0.00% 2,317 $253K —
PHIN Phinia Inc. 0.00% 4,037 $253K —
M Macy's Inc. 0.00% 11,466 $253K —
AGCO Agco Corp. 0.00% 2,413 $252K —
BLKB Blackbaud Inc. 0.00% 3,973 $252K —
LNG Cheniere Energy Inc. 0.00% 1,292 $251K —
AVSE Avantis Resp Emerg MKTS Eq-E 0.00% 3,865 $251K —
THR Thermon Group Holdings Inc. 0.00% 6,754 $251K —
IYE iShares U.S. Energy ETF 0.00% 5,278 $251K —
SYBT Stock Yards Bancorp Inc. 0.00% 3,855 $250K —
KBE SS SPDR S&P Bank ETF 0.00% 4,125 $250K —
OLMA Olema Pharmaceuticals Inc. 0.00% 10,009 $250K —
CACI Caci International Inc. Class A 0.00% 469 $250K —
XSMO Invesco S&P Smallcap Momentu 0.00% 3,468 $250K —
EPRT Essential Properties Realty 0.00% 8,413 $250K —
BLOK Amplify Blockchain Tech ETF 0.00% 4,375 $249K —
FIZZ National Beverage Corp. 0.00% 7,800 $249K —
RDVI FT Vest Rising Dividend Achi 0.00% 9,450 $248K —
IQV Iqvia Holdings Inc. 0.00% 1,098 $247K —
OCFC Oceanfirst Financial Corp. 0.00% 13,784 $247K —
DB Deutsche Bank AG-Registered 0.00% 6,399 $247K —
PRIM Primoris Services Corp. 0.00% 1,980 $246K —
VCTR Victory Capital Holding - A 0.00% 3,895 $246K —
SMFG Sumitomo Mitsui-Spons ADR 0.00% 12,689 $245K —
RHI Robert Half Inc. 0.00% 9,014 $245K —
TRP TC Energy Corp. 0.00% 4,445 $245K —
FELG Fidelity Enh LRG Cap GWTH 0.00% 5,816 $243K —
PCTY Paylocity Holding Corp. 0.00% 1,587 $242K —
SYSB iShares Systematic Bond ETF 0.00% 2,687 $241K —
ALRM Alarm.com Holdings Inc. 0.00% 4,720 $241K —
CNP Centerpoint Energy Inc. 0.00% 6,272 $240K —
COUR Coursera Inc. 0.00% 32,646 $240K —
CLM Cornerstone Strategic Invest 0.00% 28,732 $240K —
RS Reliance Inc. 0.00% 831 $240K —
BMRN Biomarin Pharmaceutical Inc. 0.00% 4,038 $240K —
VVX V2X Inc. 0.00% 4,395 $240K —
NECB Northeast Community Bancorp 0.00% 10,586 $239K —
FDS Factset Research Systems Inc. 0.00% 824 $239K —
ODFL Old Dominion Freight Line 0.00% 1,524 $239K —
SPXT Proshares S&P 500 Ex-Technol 0.00% 2,301 $239K —
DFSI Dimensional Int Sus COR1 ETF 0.00% 5,576 $239K —
CAC Camden National Corp. 0.00% 5,482 $238K —
WS Worthington Steel Inc. 0.00% 6,858 $237K —
LAUR Laureate Education Inc. 0.00% 7,041 $237K —
CVGW Calavo Growers Inc. 0.00% 10,887 $237K —
IYR iShares US Real Estate ETF 0.00% 2,522 $237K —
CSL Carlisle Cos Inc. 0.00% 737 $236K —
INMD Inmode Ltd. 0.00% 16,047 $236K —
FFBC First Financial Bancorp 0.00% 9,421 $236K —
CNOB Connectone Bancorp Inc. 0.00% 8,982 $236K —
EBC Eastern Bankshares Inc. 0.00% 12,778 $235K —
UTL Unitil Corp. 0.00% 4,861 $235K —
LECO Lincoln Electric Holdings 0.00% 982 $235K —
DXCM Dexcom Inc. 0.00% 3,544 $235K —
TDY Teledyne Technologies Inc. 0.00% 460 $235K —
ICLN iShares Global Clean Energy 0.00% 14,296 $235K —
CDP Copt Defense Properties 0.00% 8,433 $234K —
WEX Wex Inc. 0.00% 1,571 $234K —
BLD Topbuild Corp. 0.00% 561 $234K —
AMR Alpha Metallurgical Resource 0.00% 1,167 $233K —
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 0.00% 5,278 $233K —
PHYL Pgim Active High Yield Bond 0.00% 6,570 $233K —
PBW Invesco Wilderhill Clean Ene 0.00% 7,593 $232K —
STRL Sterling Infrastructure Inc. 0.00% 757 $232K —
ATKR Atkore Inc. 0.00% 3,664 $232K —
TKR Timken Co. 0.00% 2,748 $231K —
DLB Dolby Laboratories Inc. Class A 0.00% 3,596 $231K —
GNTX Gentex Corp. 0.00% 9,914 $231K —
ASX Ase Technology Holding -ADR 0.00% 14,314 $230K —
WKC World Kinect Corp. 0.00% 9,815 $230K —
BLV Vanguard Long-Term Bond ETF 0.00% 3,308 $230K —
COMP Compass Inc. Class A 0.00% 21,748 $230K —
HRTG Heritage Insurance Holdings 0.00% 7,851 $230K —
CHTR Charter Communications Inc. Class A 0.00% 1,095 $229K —
VPL Vanguard Ftse Pacific ETF 0.00% 2,528 $229K —
HLN Haleon PLC-ADR 0.00% 22,571 $228K —
SDVY First Trust Smid Cap Rising 0.00% 5,932 $227K —
CENX Century Aluminum Company 0.00% 5,786 $227K —
VUSB Vanguard Ultra Short Bond Et 0.00% 4,545 $227K —
PAYC Paycom Software Inc. 0.00% 1,419 $226K —
EXAS Exact Sciences Corp. 0.00% 2,221 $226K —
RBC RBC Bearings Inc. 0.00% 503 $226K —
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.00% 9,500 $225K —
OPCH Option Care Health Inc. 0.00% 7,067 $225K —
HLIT Harmonic Inc. 0.00% 22,695 $224K —
NEU Newmarket Corp. 0.00% 325 $223K —
VLTO Veralto Corp. 0.00% 2,237 $223K —
FSLR First Solar Inc. 0.00% 854 $223K —
TENB Tenable Holdings Inc. 0.00% 9,477 $223K —
MATV Mativ Holdings Inc. 0.00% 18,351 $223K —
REYN Reynolds Consumer Products I 0.00% 9,726 $223K —
OKLO Oklo Inc. 0.00% 3,103 $223K —
EXP Eagle Materials Inc. 0.00% 1,077 $223K —
TBBK The Bancorp Inc. 0.00% 3,292 $222K —
IR Ingersoll-Rand Inc. 0.00% 2,803 $222K —
DOCS Doximity Inc. Class A 0.00% 5,015 $222K —
ACWX iShares MSCI Acwi Ex US ETF 0.00% 3,306 $222K —
SWKS Skyworks Solutions Inc. 0.00% 3,497 $222K —
SMP Standard Motor Prods 0.00% 5,996 $221K —
FFIV F5 Inc. 0.00% 863 $220K —
PTH Invesco Dorsey Wright Health 0.00% 4,422 $220K —
TNDM Tandem Diabetes Care Inc. 0.00% 9,977 $219K —
ALNT Allient Inc. 0.00% 4,069 $219K —
PNW Pinnacle West Capital 0.00% 2,464 $219K —
PLUS Eplus Inc. 0.00% 2,490 $218K —
EFAV iShares MSCI Eafe Min Vol Fa 0.00% 2,529 $218K —
DCOM Dime Commercial Bancshares I filed as DIME CMNTY BANCSHARES INC 0.00% 7,247 $218K —
NTCT Netscout Systems Inc. 0.00% 8,055 $218K —
GDDY GoDaddy Inc. Class A 0.00% 1,754 $218K —
GFI Gold Fields Ltd.-Spons ADR 0.00% 4,984 $218K —
TIGO Millicom Intl Cellular S.A. 0.00% 3,921 $217K —
HUBG Hub Group Inc. Class A 0.00% 5,100 $217K —
FVD First Trust Value Line DVD 0.00% 4,692 $216K —
GPOR Gulfport Energy Corp. 0.00% 1,036 $215K —
MBSF Regan Floating Rate MBS ETF 0.00% 8,401 $215K —
XSVN Bondbloxx BBG 7 YR US Treas 0.00% 4,480 $215K —
NBN Northeast Bank 0.00% 2,071 $215K —
SF Stifel Financial Corp. 0.00% 1,717 $215K —
RYN Rayonier Inc. 0.00% 9,908 $215K —
CGW Invesco S&P Global Water Ind 0.00% 3,386 $213K —
IYF iShares US Financials ETF 0.00% 1,653 $213K —
SRPT Sarepta Therapeutics Inc. 0.00% 9,883 $213K —
EXE Expand Energy Corp. 0.00% 1,926 $213K —
FMBH First Mid Bancshares Inc. 0.00% 5,448 $212K —
FERG Ferguson Enterprises Inc. 0.00% 954 $212K —
QTUM Defiance Quantum ETF 0.00% 1,934 $212K —
RITM Rithm Capital Corp. 0.00% 19,430 $212K —
ROL Rollins Inc. 0.00% 3,529 $212K —
LAZ Lazard Inc. 0.00% 4,355 $211K —
SCHK Schwab 1000 Index ETF 0.00% 6,440 $211K —
TMDX Transmedics Group Inc. 0.00% 1,728 $210K —
SPSC SPS Commerce Inc. 0.00% 2,356 $210K —
PDI PIMCO Dynamic Income Fund 0.00% 11,841 $210K —
IEX Idex Corp. 0.00% 1,178 $210K —
CLS Celestica Inc. 0.00% 708 $209K —
BNL Broadstone Net Lease Inc. 0.00% 12,035 $209K —
MCB Metropolitan Bank Holding Co. 0.00% 2,730 $208K —
DAUG FT Vest U.S. Equity Deep Buf 0.00% 4,700 $208K —
IP International Paper Co. 0.00% 5,288 $208K —
FANG Diamondback Energy Inc. 0.00% 1,383 $208K —
LOPE Grand Canyon Education Inc. 0.00% 1,246 $207K —
TRMK Trustmark Corp. 0.00% 5,315 $207K —
CRWV Coreweave Inc. Class A 0.00% 2,888 $207K —
FALN iShares Fallen Angels ETF 0.00% 7,574 $207K —
IDV iShares International Select 0.00% 5,204 $205K —
CNI Canadian Natl Railway Co. 0.00% 2,076 $205K —
ILF iShares Latin America 40 ETF 0.00% 6,731 $205K —
YOU Clear Secure Inc. Class A 0.00% 5,803 $204K —
CPT Camden Property Trust 0.00% 1,839 $202K —
CCEP Coca-Cola Europacific Partne 0.00% 2,231 $202K —
CGNX Cognex Corp. 0.00% 5,615 $202K —
XEXGX Eaton Vance Tax-Managed Glob 0.00% 21,190 $202K —
XNCR Xencor Inc. 0.00% 13,188 $202K —
XMLV Invesco S&P Midcap Low Volat 0.00% 3,232 $202K —
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.00% 5,860 $201K —
AN Autonation Inc. 0.00% 973 $201K —
GPIX GLDM SA S&P 500 PR in ETF-US 0.00% 3,800 $201K —
AVNS Avanos Medical Inc. 0.00% 17,857 $201K —
FQAL Fidelity Quality Factor ETF 0.00% 2,649 $200K —
DRH Diamondrock Hospitality Co. 0.00% 22,332 $200K —
DNOW Dnow Inc. 0.00% 14,928 $198K —
INFY Infosys Ltd.-SP ADR 0.00% 11,016 $196K —
MBC Masterbrand Inc. 0.00% 17,593 $194K —
FINW Finwise Bancorp 0.00% 10,715 $192K —
FTCA Franklin Ca Muni Inc. ETF 0.00% 26,183 $192K —
PD Pagerduty Inc. 0.00% 14,579 $191K —
PDT John Hancock Prem DVD FND 0.00% 15,001 $191K —
ABEV Ambev SA-ADR 0.00% 76,828 $190K —
TXG 10X Genomics Inc. Class A 0.00% 11,506 $188K —
XCHYX Calamos Convert & High Inc. 0.00% 16,487 $186K —
XFRAX BlackRock Fltng RT Inc. Strat 0.00% 15,777 $186K —
OIS Oil States International Inc. filed as OIL STS INTL INC 0.00% 26,950 $182K —
VFC VF Corp. 0.00% 10,082 $182K —
JBI Janus International Group Inc. 0.00% 27,750 $181K —
HE Hawaiian Electric Inds 0.00% 14,194 $175K —
SNCY Sun Country Airlines Holding filed as SUN CTRY AIRLS HLDGS INC 0.00% 11,993 $173K —
UDMY Udemy Inc. 0.00% 29,373 $172K —
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.00% 10,644 $169K —
MFG Mizuho Financial Group-ADR 0.00% 23,128 $169K —
QNST Quinstreet Inc. 0.00% 11,372 $163K —
XRAY Dentsply Sirona Inc. 0.00% 14,084 $161K —
CBRE GBL REAL ESTATE INC FD 0.00% 36,671 $161K —
FLO Flowers Foods Inc. 0.00% 14,733 $160K —
BSM Black Stone Minerals LP 0.00% 12,039 $160K —
SBH Sally Beauty Holdings Inc. 0.00% 11,189 $160K —
NMR Nomura Holdings Inc.-Spon ADR 0.00% 18,700 $157K —
MDXG Mimedx Group Inc. 0.00% 23,089 $156K —
LYG Lloyds Banking Group PLC-ADR 0.00% 29,140 $154K —
AOMR Angel Oak Mortgage REIT Inc. 0.00% 17,921 $154K —
MPT Medical Properties Trust Inc. 0.00% 30,587 $153K —
YMAX Yieldmax Universe Fo in Etfs 0.00% 15,323 $153K —
STTK Shattuck Labs Inc. 0.00% 41,167 $150K —
SOUN Soundhound AI Inc. Class A 0.00% 14,626 $146K —
BIT BlackRock Multi-Sector Inc. 0.00% 11,138 $145K —
HDSN Hudson Technologies Inc. 0.00% 20,417 $140K —
VOD Vodafone Group PLC-SP ADR 0.00% 10,504 $139K —
DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN 0.00% 21,143 $136K —
WEN The Wendy's Co. 0.00% 16,256 $135K —
WU Western Union Co. 0.00% 14,539 $135K —
BVS Bioventus Inc. Class A 0.00% 18,193 $135K —
VIV Telefonica Brasil-ADR 0.00% 11,401 $135K —
UMC United Microelectron-SP ADR 0.00% 17,112 $134K —
PFLT Pennantpark Floating Rate Ca 0.00% 14,461 $134K —
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.00% 11,047 $128K —
MUC BlackRock Munihold Ca QLTY 0.00% 11,846 $126K —
SIGA Siga Technologies Inc. 0.00% 20,155 $123K —
TIC Tic Solutions Inc. 0.00% 11,949 $121K —
NAC Nuveen Ca QLTY Muni Inc. 0.00% 10,167 $120K —
LBTYA Liberty Global Ltd. Class A 0.00% 10,748 $120K —
AGNC AGNC Investment Corp. 0.00% 10,939 $117K —
LPL LG Display Co. Ltd.-ADR 0.00% 27,607 $116K —
SPT Sprout Social Inc. Class A 0.00% 10,139 $114K —
NB Niocorp Developments Ltd. 0.00% 21,500 $114K —
SABR Sabre Corp. 0.00% 83,094 $113K —
ERAS Erasca Inc. 0.00% 30,000 $112K —
KRO Kronos Worldwide Inc. 0.00% 24,840 $110K —
RLAY Relay Therapeutics Inc. 0.00% 12,502 $106K —
AEG Aegon Ltd.-NY Reg SHR 0.00% 13,688 $106K —
ICL Icl Group Ltd. 0.00% 18,098 $104K —
CFFN Capitol Federal Financial Inc. 0.00% 15,143 $103K —
SEVN Seven Hills Realty Trust 0.00% 10,954 $97K —
ACCO Acco Brands Corp. 0.00% 25,023 $93K —
NOK Nokia Corp.-Spon ADR 0.00% 14,396 $93K —
ALIT Alight Inc. Class A 0.00% 46,343 $90K —
WIT Wipro Ltd.-ADR 0.00% 28,752 $82K —
ANGX Angel Studios Inc. 0.00% 14,895 $70K —
TMC TMC the Metals Co. Inc. 0.00% 11,250 $69K —
NIO Nio Inc. - ADR 0.00% 13,222 $67K —
SSL Sasol Ltd.-Sponsored ADR 0.00% 10,084 $66K —
STKL Sunopta Inc. 0.00% 16,789 $64K —
WVVI Willamette Valley Vineyards 0.00% 15,792 $48K —
UGP Ultrapar Particpac-Spon ADR 0.00% 11,804 $45K —
GDRX Goodrx Holdings Inc. Class A 0.00% 16,298 $44K —
RIG Transocean Ltd. 0.00% 10,400 $43K —
OPK Opko Health Inc. 0.00% 29,446 $37K —
IBRX Immunitybio Inc. 0.00% 17,440 $35K —
HYPR Hyperfine Inc. 0.00% 34,725 $34K —
CIG Cia Energetica DE-Spon ADR 0.00% 16,490 $33K —
AGEN Agenus Inc. 0.00% 10,000 $31K —
PLUG Plug Power Inc. 0.00% 11,682 $23K —
ALLO Allogene Therapeutics Inc. 0.00% 14,254 $20K —
CTSO Cytosorbents Corp. 0.00% 28,000 $18K —
MAPS WM Technology Inc. 0.00% 10,715 $9K —
ASPIRE BIOPHARMA HLDGS INC 0.00% 62,685 $8K —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,712$26.2BVUG, VTV, BIV, AAPL, VOE
Q1 2026 1,496$20.3BVTV, VUG, BIV, VOE, VIGI
Q4 2025 1,476$19.2BVUG, VTV, VOE, BIV, AAPL
Q2 2025 1,421$15.2BVUG, BIV, AAPL, VIGI, IGSB
Q1 2025 1,280$12.5BVUG, AAPL, BIV, VTV, VIGI
Q4 2024 1,232$12.3BVUG, AAPL, VTV, BIV, VIGI
Q3 2024 1,180$11.6BVUG, AAPL, VTV, MSFT, VIGI
Q2 2024 858$9.4BVUG, VTV, AAPL, MSFT, VIGI
Q1 2024 832$8.6BVUG, VTV, AAPL, MSFT, SPY