CWM, LLC
- SEC CIK
- 0001535847
- Latest filing
- May 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 5,558
- +80 vs. Q3 2025
- Portfolio value
- $36.9B
- +$3.66B (+11.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 1,435,788 | $983.4M | 2.7% | +81,868+6.0% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,359,261 | $831.0M | 2.3% | +400,292+4.0% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 17,194,171 | $800.2M | 2.2% | +85,428+0.5% | Added | – |
| AAPLApple Inc. | Stock | 2,710,224 | $736.8M | 2.0% | +203,766+8.1% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 15,520,557 | $689.3M | 1.9% | +886,729+6.1% | Added | – |
| NVDANVIDIA Corp | Stock | 3,373,887 | $629.2M | 1.7% | +82,289+2.5% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,775,251 | $588.6M | 1.6% | −22,753−0.5% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,579,248 | $547.0M | 1.5% | +702,987+37.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 1,070,954 | $517.9M | 1.4% | +60,024+5.9% | Added | History |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 8,014,666 | $487.4M | 1.3% | +107,578+1.4% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 18,193,758 | $468.5M | 1.3% | +1,197,111+7.0% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,245,928 | $446.1M | 1.2% | −1,001,622−30.8% | Reduced | – |
| iShares S&P 100 ETF464287101 | ETF | 1,190,792 | $408.4M | 1.1% | +27,019+2.3% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 5,503,686 | $393.0M | 1.1% | −924,664−14.4% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 4,149,576 | $386.2M | 1.0% | +177,815+4.5% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,690,088 | $382.5M | 1.0% | +1,273,614+28.8% | Added | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 2,992,182 | $357.0M | 1.0% | +369,627+14.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,540,638 | $355.6M | 1.0% | +69,514+4.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 502,041 | $342.4M | 0.9% | +148,495+42.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,039,950 | $325.5M | 0.9% | +14,353+1.4% | Added | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 1,804,160 | $316.8M | 0.9% | +280,101+18.4% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 514,062 | $315.8M | 0.9% | −18,043−3.4% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 643,577 | $314.0M | 0.9% | +124,594+24.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,843,217 | $303.4M | 0.8% | +69,065+2.5% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,141,425 | $285.7M | 0.8% | +230,310+25.3% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 3,266,337 | $269.5M | 0.7% | +138,861+4.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,458,612 | $243.3M | 0.7% | +155,983+2.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 4,085,059 | $232.1M | 0.6% | +10,620+0.3% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,471,078 | $225.8M | 0.6% | −372,732−13.1% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 650,857 | $225.3M | 0.6% | +24,913+4.0% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 3,590,731 | $207.9M | 0.6% | −1,137,753−24.1% | Reduced | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,057,442 | $204.1M | 0.6% | −93,932−4.4% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,405,043 | $202.3M | 0.5% | +173,131+14.1% | AddedConverted for a 2-for-1 split | – |
| BRK.BBerkshire Hathaway Inc | Stock | 384,825 | $193.4M | 0.5% | +11,445+3.1% | Added | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 4,740,178 | $190.8M | 0.5% | +456,974+10.7% | Added | – |
| iShares Tr464288588 | MBS ETF | 1,910,110 | $181.9M | 0.5% | +7,207+0.4% | Added | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 6,289,128 | $181.4M | 0.5% | +948,731+17.8% | Added | – |
| TSLATesla, Inc. | Stock | 389,506 | $175.2M | 0.5% | +14,963+4.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 536,109 | $172.7M | 0.5% | +55,656+11.6% | Added | History |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 5,120,639 | $170.5M | 0.5% | +270,474+5.6% | Added | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 4,964,256 | $170.1M | 0.5% | −117,628−2.3% | Reduced | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,675,562 | $168.1M | 0.5% | +19,997+1.2% | Added | – |
| METAMeta Platforms, Inc. | Stock | 252,783 | $166.9M | 0.5% | +10,009+4.1% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 859,845 | $164.2M | 0.4% | +303,741+54.6% | Added | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 1,591,487 | $161.8M | 0.4% | −147,644−8.5% | Reduced | – |
| IAUiShares Gold Trust | ETF | 1,954,113 | $158.6M | 0.4% | +57,372+3.0% | Added | History |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 3,802,612 | $154.0M | 0.4% | +240,602+6.8% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,505,058 | $151.0M | 0.4% | +111,563+2.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 380,100 | $150.6M | 0.4% | +8,487+2.3% | Added | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 3,268,874 | $150.5M | 0.4% | +651,819+24.9% | Added | – |
| LLYEli Lilly & Co | Stock | 137,831 | $148.1M | 0.4% | +39,276+39.9% | Added | History |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 3,249,628 | $148.1M | 0.4% | +195,140+6.4% | Added | – |
| GOOGAlphabet Inc. | Stock | 446,558 | $140.1M | 0.4% | +3,729+0.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 220,765 | $138.4M | 0.4% | −8,191−3.6% | Reduced | – |
| WMTWalmart Inc. | Stock | 1,233,521 | $137.4M | 0.4% | +57,818+4.9% | Added | History |
| JNJJohnson & Johnson | Stock | 656,875 | $135.9M | 0.4% | +51,049+8.4% | Added | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 1,452,422 | $134.8M | 0.4% | −32,323−2.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 1,706,206 | $127.8M | 0.3% | +191,685+12.7% | Added | – |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 2,433,270 | $126.8M | 0.3% | +217,888+9.8% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 1,053,880 | $126.8M | 0.3% | +144,851+15.9% | Added | History |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 3,261,677 | $125.8M | 0.3% | +51,817+1.6% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 2,438,252 | $114.1M | 0.3% | +174,521+7.7% | Added | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 4,218,007 | $112.5M | 0.3% | +1,129,724+36.6% | Added | – |
| iShares Tr46435G672 | CORE INTL AGGR | 2,178,011 | $108.9M | 0.3% | +87,943+4.2% | Added | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 1,108,969 | $108.5M | 0.3% | +2,477+0.2% | Added | – |
| MRKMerck & Co., Inc. | Stock | 1,017,023 | $107.1M | 0.3% | +61,957+6.5% | Added | History |
| Tidal Trust II88636J204 | RET STCKD GL STK | 3,775,730 | $106.2M | 0.3% | +222,748+6.3% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 4,085,211 | $106.0M | 0.3% | +543,940+15.4% | Added | – |
| ABBVAbbVie Inc. | Stock | 460,001 | $105.1M | 0.3% | +80,349+21.2% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 1,976,232 | $104.3M | 0.3% | +39,720+2.1% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 1,329,980 | $102.4M | 0.3% | +85,415+6.9% | Added | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 2,255,337 | $100.3M | 0.3% | +68,448+3.1% | Added | – |
| PGProcter & Gamble Co | Stock | 685,934 | $98.3M | 0.3% | +36,980+5.7% | Added | History |
| Listed FDS Tr53656F599 | SWAN HEDGED EQTY | 3,891,846 | $98.1M | 0.3% | +1,372,757+54.5% | Added | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 2,060,937 | $97.7M | 0.3% | +161,323+8.5% | Added | – |
| iShares Tr464288760 | US AER DEF ETF | 453,853 | $97.4M | 0.3% | +16,385+3.7% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 1,150,755 | $94.7M | 0.3% | +158,042+15.9% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 1,653,081 | $94.6M | 0.3% | −294,005−15.1% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,022,406 | $94.0M | 0.3% | +3,836,881+2,068.1% | Added | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 939,933 | $90.2M | 0.2% | +16,035+1.7% | Added | – |
| VVisa Inc. | Stock | 255,371 | $89.6M | 0.2% | +19,332+8.2% | Added | History |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 859,111 | $87.5M | 0.2% | −160.0% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 491,914 | $87.4M | 0.2% | +33,851+7.4% | Added | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 1,997,808 | $87.2M | 0.2% | −84,218−4.0% | Reduced | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 337,950 | $85.5M | 0.2% | +96,641+40.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 950,067 | $85.0M | 0.2% | +250,382+35.8% | Added | – |
| HDHome Depot, Inc. | Stock | 242,226 | $83.3M | 0.2% | +17,705+7.9% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,007,033 | $80.3M | 0.2% | +624,795+163.5% | Added | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 2,939,794 | $80.1M | 0.2% | +328,154+12.6% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 535,621 | $79.6M | 0.2% | +9,597+1.8% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 931,521 | $79.5M | 0.2% | +149,990+19.2% | Added | History |
| GEGeneral Electric Co | Stock | 254,865 | $78.5M | 0.2% | +16,063+6.7% | Added | History |
| Capital Group Core Balanced14021D107 | SHS | 2,168,040 | $76.6M | 0.2% | +117,287+5.7% | Added | – |
| WisdomTree Tr97717X172 | US HGH YLD CORP | 1,647,308 | $76.5M | 0.2% | +4,602+0.3% | Added | – |
| BACBank of America Corp | Stock | 1,386,978 | $76.3M | 0.2% | +211,758+18.0% | Added | History |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 1,378,802 | $75.6M | 0.2% | +11,002+0.8% | Added | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 1,622,210 | $75.2M | 0.2% | +253,382+18.5% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 795,730 | $74.9M | 0.2% | +11,205+1.4% | Added | – |
| PEPPepsiCo Inc | Stock | 514,612 | $73.9M | 0.2% | +16,872+3.4% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 687,924 | $73.7M | 0.2% | +47,823+7.5% | Added | – |
Options (12)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $2.40M | $1.48M |
| NVDANVIDIA Corp | Stock | $48.0K | $42.0K |
| CRWVCoreWeave, Inc. | Stock | – | $81.0K |
| UBERUber Technologies, Inc | Stock | $9.00K | – |
| AAPLApple Inc. | Stock | $8.00K | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | – | $8.00K |
| AMZNAmazon Com Inc | Stock | $7.00K | – |
| SMCISuper Micro Computer, Inc. | Stock | – | $5.00K |
| JOBYJoby Aviation, Inc. | COMMON STOCK | – | $5.00K |
| GEGeneral Electric Co | Stock | $2.00K | – |
| ACHRArcher Aviation Inc. | Stock | – | $1.00K |
| GEVGE Vernova Inc. | Stock | $1.00K | – |
Sold out since Q3 2025 (206)
Positions held at the end of Q3 2025 that are gone from this filing.
The largest 100 of 206 by value last quarter.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 568,925 | $14.3M | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 110,416 | $6.54M | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 246,018 | $6.03M | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 281,679 | $5.83M | <0.1% | – |
| SSBSouthState Bank Corp | COM | 45,644 | $4.51M | <0.1% | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 125,198 | $2.92M | <0.1% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 95,220 | $2.66M | <0.1% | History |
| iShares Tr46435U432 | IBONDS DEC 25 | 76,662 | $2.05M | <0.1% | – |
| KKellanova | Stock | 20,649 | $1.69M | <0.1% | History |
| LNWOLight & Wonder, Inc. | COM | 12,336 | $1.03M | <0.1% | History |
| PINCPremier, Inc. | CL A | 35,665 | $991.0K | <0.1% | History |
| Stone Ridge Tr86172B809 | LIFEX 2055 LONGE | 5,795 | $991.0K | <0.1% | – |
| ALEAllete Inc | COM NEW | 14,035 | $932.0K | <0.1% | History |
| ProShares Tr74347X625 | ULT R/EST NEW | 12,496 | $806.0K | <0.1% | – |
| VBTXVeritex Holdings, Inc. | COM | 18,920 | $634.0K | <0.1% | History |
| SCSSteelcase Inc | CL A | 36,158 | $622.0K | <0.1% | History |
| VRNTVerint Systems Inc | COM | 28,358 | $574.0K | <0.1% | History |
| PROPROS Holdings, Inc. | COM | 20,510 | $470.0K | <0.1% | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 8,377 | $323.0K | <0.1% | History |
| HBIHanesbrands Inc. | COM | 40,933 | $270.0K | <0.1% | History |
| ODPODP Corp | COM | 8,561 | $238.0K | <0.1% | History |
| INFAInformatica Inc. | COM CL A | 9,106 | $226.0K | <0.1% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 2,000 | $213.0K | <0.1% | History |
| VNOMViper Energy, Inc. | COM | 5,302 | $203.0K | <0.1% | History |
| BRYBerry Corp (bry) | COM | 52,876 | $200.0K | <0.1% | History |
| AVDXAvidXchange Holdings, Inc. | COM | 19,534 | $194.0K | <0.1% | History |
| COOPMaverick Merger Sub 2, LLC | COM | 858 | $181.0K | <0.1% | History |
| HSIIHeidrick & Struggles International Inc | COM | 3,583 | $178.0K | <0.1% | History |
| HONEHarborOne Bancorp, Inc. | COM NEW | 12,637 | $172.0K | <0.1% | History |
| Alps ETF Tr00162Q346 | SMITH CORE PLUS | 6,152 | $161.0K | <0.1% | – |
| PENGPenguin Solutions, Inc. | SHS | 5,958 | $157.0K | <0.1% | History |
| Stone Ridge Tr86172B304 | LIFEX 2050 LG | 905 | $142.0K | <0.1% | – |
| Sapiens Intl Corp N VG7T16G103 | SHS | 2,669 | $115.0K | <0.1% | – |
| IASIntegral Ad Science Holding Corp. | COM | 11,305 | $115.0K | <0.1% | History |
| VTLEVital Energy, Inc. | COM | 6,734 | $114.0K | <0.1% | History |
| WNSWNS (Holdings) Ltd | COM SHS | 1,485 | $113.0K | <0.1% | History |
| ETNB89bio, Inc. | COM | 7,236 | $106.0K | <0.1% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 13,609 | $105.0K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F110 | CONFLUENCE BDC | 4,353 | $86.0K | <0.1% | – |
| Alps ETF Tr00162Q353 | LEVEL FOUR LARGE | 2,044 | $82.0K | <0.1% | – |
| Advisors Inner Circle FD III00774Q346 | DEMCRATIC LG ETF | 1,891 | $79.0K | <0.1% | – |
| MRUSMerus N.V. | COM | 809 | $76.0K | <0.1% | History |
| Managed Portfolio Series56167N753 | ECOFIN GBL WATER | 1,390 | $74.0K | <0.1% | – |
| PBPBPotbelly Corp | COM | 4,130 | $70.0K | <0.1% | History |
| Chiron Real Estate Inc.37954A204 | COM NEW | 1,965 | $66.0K | <0.1% | – |
| LCIDLucid Group, Inc. | COM | 2,659 | $63.0K | <0.1% | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 5,156 | $63.0K | <0.1% | – |
| Copel-ADR20441B605 | ADR | 6,275 | $61.0K | <0.1% | – |
| GNTYGuaranty Bancshares Inc | COM | 1,213 | $59.0K | <0.1% | History |
| Ea Series Trust02072L250 | STRIVE MID CAP | 1,933 | $55.0K | <0.1% | – |
| MRCMRC Global Inc. | COM | 3,761 | $54.0K | <0.1% | History |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 1,755 | $41.0K | <0.1% | – |
| AKROAkero Therapeutics, Inc. | COM | 809 | $38.0K | <0.1% | History |
| Ea Series Trust02072L524 | INTL DEV | 1,084 | $33.0K | <0.1% | – |
| SRDXSurmodics Inc | COM | 1,047 | $31.0K | <0.1% | History |
| RBB Fund Trust75526L860 | TWEEDY BROWNE | 2,550 | $31.0K | <0.1% | – |
| VanEck Digital Native Economy ETF92189F882 | ETF | 680 | $30.0K | <0.1% | – |
| MTSRMetsera, Inc. | COM | 564 | $30.0K | <0.1% | History |
| Centrais Eletricas Brasileir15234Q108 | SPON ADR PFD B | 2,579 | $27.0K | <0.1% | – |
| Pgim ETF Tr69344A834 | AAA CLO ETF | 514 | $26.0K | <0.1% | – |
| HFROHighland Opportunities & Income Fund | HIGHLAND INCOME | 3,747 | $24.0K | <0.1% | History |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 1,342 | $22.0K | <0.1% | – |
| MRSNMersana Therapeutics, Inc. | COM | 2,878 | $22.0K | <0.1% | History |
| ZIMVZimVie Inc. | Stock | 982 | $19.0K | <0.1% | History |
| PVBCProvident Bancorp, Inc. | COM NEW | 1,545 | $19.0K | <0.1% | History |
| ABCLAbCellera Biologics Inc. | COM | 3,512 | $18.0K | <0.1% | History |
| DSGXDescartes Systems Group Inc | COM | 179 | $17.0K | <0.1% | History |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 655 | $16.0K | <0.1% | – |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 400 | $15.0K | <0.1% | – |
| EAFGraftech International Ltd | COM | 1,201 | $15.0K | <0.1% | History |
| HPSJohn Hancock Preferred Income Fund III | COM | 1,000 | $15.0K | <0.1% | History |
| PGREParamount Group, Inc. | COM | 2,274 | $15.0K | <0.1% | History |
| Tidal Tr II88636J527 | YIELDMAX ULTRA O | 2,753 | $15.0K | <0.1% | – |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 511 | $14.0K | <0.1% | – |
| MLNKMeridianLink, Inc. | COMMON STOCK | 689 | $14.0K | <0.1% | History |
| ProShares Tr74349Y498 | ULTRA XRP ETF | 500 | $14.0K | <0.1% | – |
| WFGWest Fraser Timber Co., Ltd | COM | 194 | $13.0K | <0.1% | History |
| ETGEaton Vance Tax-Advantaged Global Dividend Income Fund | COM | 550 | $12.0K | <0.1% | History |
| Profesionally Managed Portfo74316P637 | CONGRESS LRG CAP ADDED | 309 | $12.0K | <0.1% | – |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 139 | $11.0K | <0.1% | – |
| SMWBSimilarweb Ltd. | SHS | 1,139 | $11.0K | <0.1% | History |
| MGRMMonogram Technologies Inc. | COM | 1,808 | $11.0K | <0.1% | History |
| Profesionally Managed Portfo74316P645 | CONG SMID GR ETF | 309 | $10.0K | <0.1% | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 350 | $10.0K | <0.1% | – |
| LESLLeslie's, Inc. | COM | 1,800 | $10.0K | <0.1% | History |
| Segall Bryant Hamill Tr81580H449 | SEGALL BRYANT ADDED | 312 | $10.0K | <0.1% | – |
| ABTCAmerican Bitcoin Corp. | COM | 1,508 | $10.0K | <0.1% | History |
| Tidal Tr II88636R255 | DEFIANCE LEVERAG | 1,126 | $10.0K | <0.1% | – |
| Strategic Trust48817R870 | RUNNING GWTH ETF | 269 | $9.00K | <0.1% | – |
| CCRDCoreCard Corp | COM | 342 | $9.00K | <0.1% | History |
| WEATTeucrium Commodity Trust | WHEAT FD | 2,075 | $9.00K | <0.1% | History |
| Sound Enhanced Fixed Income ETF886364819 | ETF | 414 | $8.00K | <0.1% | – |
| Franklin Templeton ETF Tr35473P611 | LIBERTY INTL | 389 | $8.00K | <0.1% | – |
| SEATVivid Seats Inc. | COM CL A | 459 | $8.00K | <0.1% | History |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 215 | $8.00K | <0.1% | – |
| 2023 ETF Series Trust900934308 | BRANDES US VALUE | 226 | $8.00K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 284 | $7.00K | <0.1% | – |
| Litman Gregory FDS Tr53700T744 | POLEN CAPITAL GL ADDED | 610 | $7.00K | <0.1% | – |
| LAZRQLuminar Technologies, Inc. | COM NEW CL A | 3,517 | $7.00K | <0.1% | History |
| Alps ETF Tr00162Q395 | OSHARES US SMLCP | 126 | $6.00K | <0.1% | – |