Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 2,299
- +226 vs. Q4 2021
- Portfolio value
- $64.6B
- +$2.32B (+3.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HRLHormel Foods Corp | COM | 124,067 | $6.39M | <0.1% | −4,627−3.6% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 22,820 | $6.39M | <0.1% | +1,662+7.9% | Added | History |
| GMGeneral Motors Co | COM | 144,865 | $6.34M | <0.1% | +25,823+21.7% | Added | History |
| NVONovo Nordisk A S | ADR | 56,979 | $6.33M | <0.1% | +1,259+2.3% | Added | History |
| XYZBlock, Inc. | CL A | 46,501 | $6.30M | <0.1% | +18,509+66.1% | Added | History |
| BPBP PLC | ADR | 214,269 | $6.30M | <0.1% | +2,690+1.3% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 124,355 | $6.25M | <0.1% | +68,596+123.0% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 2,656 | $6.24M | <0.1% | +373+16.3% | Added | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 33,471 | $6.19M | <0.1% | +855+2.6% | Added | – |
| EXPEExpedia Group, Inc. | Stock | 31,496 | $6.16M | <0.1% | −7,182−18.6% | Reduced | History |
| ESEversource Energy | Stock | 69,506 | $6.13M | <0.1% | +4,438+6.8% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 133,733 | $6.09M | <0.1% | +51,105+61.8% | Added | History |
| SFBSServisFirst Bancshares, Inc. | COM | 63,880 | $6.09M | <0.1% | +240.0% | Added | History |
| TMToyota Motor Corp | ADS | 33,698 | $6.07M | <0.1% | +160+0.5% | Added | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 117,490 | $6.07M | <0.1% | +7,559+6.9% | Added | – |
| SRESempra | Stock | 35,924 | $6.04M | <0.1% | +15,687+77.5% | Added | History |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 205,603 | $5.99M | <0.1% | −101,933−33.1% | Reduced | – |
| GILDGilead Sciences, Inc. | Stock | 99,909 | $5.94M | <0.1% | −5,861−5.5% | Reduced | History |
| CMECME Group Inc. | COM | 24,805 | $5.90M | <0.1% | +812+3.4% | Added | History |
| EDConsolidated Edison Inc | Stock | 62,057 | $5.88M | <0.1% | +6,559+11.8% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 31,166 | $5.77M | <0.1% | +13,699+78.4% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 106,760 | $5.70M | <0.1% | +4,058+4.0% | Added | – |
| TMUST-Mobile US, Inc. | Stock | 44,258 | $5.68M | <0.1% | +5,158+13.2% | Added | History |
| HLNEHamilton Lane INC | CL A | 73,275 | $5.66M | <0.1% | +350.0% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 22,513 | $5.64M | <0.1% | +9,041+67.1% | Added | History |
| KLACKLA Corp | COM NEW | 15,385 | $5.63M | <0.1% | +1,558+11.3% | Added | History |
| BBYBest Buy Co Inc | Stock | 61,779 | $5.62M | <0.1% | −246−0.4% | Reduced | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 275,832 | $5.58M | <0.1% | +114,885+71.4% | Added | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 223,188 | $5.57M | <0.1% | +298+0.1% | Added | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 52,704 | $5.57M | <0.1% | −1,043−1.9% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 20,429 | $5.51M | <0.1% | +16,199+383.0% | Added | – |
| LINLinde PLC | SHS | 16,994 | $5.43M | <0.1% | +675+4.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 115,402 | $5.42M | <0.1% | +115,402 | New | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 306,904 | $5.41M | <0.1% | −11,897−3.7% | Reduced | – |
| SLViShares Silver Trust | ETF | 236,201 | $5.40M | <0.1% | −48,375−17.0% | Reduced | History |
| GPCGenuine Parts Co | Stock | 42,652 | $5.38M | <0.1% | +29,389+221.6% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 40,820 | $5.32M | <0.1% | −5,188−11.3% | Reduced | – |
| ZTSZoetis Inc. | Stock | 28,126 | $5.30M | <0.1% | +1,833+7.0% | Added | History |
| VEEVVeeva Systems Inc | Stock | 24,915 | $5.29M | <0.1% | −5,254−17.4% | Reduced | History |
| ORealty Income Corp | REIT | 75,177 | $5.21M | <0.1% | +14,537+24.0% | Added | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 115,522 | $5.19M | <0.1% | +23,654+25.7% | Added | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 17,388 | $5.19M | <0.1% | +2,042+13.3% | Added | History |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 169,241 | $5.18M | <0.1% | +76,798+83.1% | Added | – |
| TWLOTwilio Inc | CL A | 31,346 | $5.17M | <0.1% | −2,738−8.0% | Reduced | History |
| CNICanadian National Railway Co | Stock | 38,468 | $5.16M | <0.1% | +1,874+5.1% | Added | History |
| BAXBaxter International Inc | Stock | 66,043 | $5.12M | <0.1% | +1,973+3.1% | Added | History |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 96,492 | $5.12M | <0.1% | −13,990−12.7% | Reduced | – |
| HCIHCI Group, Inc. | COM | 74,911 | $5.11M | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 27,664 | $5.10M | <0.1% | +2,867+11.6% | Added | History |
| ABNBAirbnb, Inc. | Stock | 29,336 | $5.04M | <0.1% | +4,760+19.4% | Added | History |
| EFXEquifax Inc | COM | 21,222 | $5.03M | <0.1% | +13,660+180.6% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 52,187 | $5.02M | <0.1% | −11,380−17.9% | Reduced | – |
| PPGPPG Industries Inc | Stock | 38,321 | $5.02M | <0.1% | +1,976+5.4% | Added | History |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 208,231 | $4.97M | <0.1% | +5,485+2.7% | Added | – |
| CORCencora, Inc. | Stock | 32,104 | $4.97M | <0.1% | +6,765+26.7% | Added | History |
| ROSTRoss Stores, Inc. | COM | 54,800 | $4.96M | <0.1% | +36,119+193.3% | Added | History |
| GSKGSK plc | SPONSORED ADR | 113,748 | $4.96M | <0.1% | −6,572−5.5% | Reduced | History |
| ATVIActivision Blizzard, Inc. | COM | 61,471 | $4.92M | <0.1% | +12,001+24.3% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 104,332 | $4.84M | <0.1% | +23,342+28.8% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 9,319 | $4.81M | <0.1% | +2,238+31.6% | Added | History |
| SHELShell plc | ADR | 87,033 | $4.78M | <0.1% | +87,033 | New | History |
| DDDuPont de Nemours, Inc. | COM | 64,865 | $4.77M | <0.1% | −674−1.0% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 47,363 | $4.73M | <0.1% | +1,947+4.3% | Added | History |
| GLWCorning Inc | COM | 127,967 | $4.72M | <0.1% | +8,996+7.6% | Added | History |
| EMNEastman Chemical Co | Stock | 42,140 | $4.72M | <0.1% | +31,226+286.1% | Added | History |
| ARCCAres Capital Corp | CEF | 225,057 | $4.71M | <0.1% | +78,931+54.0% | Added | History |
| TWTRTwitter, Inc. | COM | 121,875 | $4.71M | <0.1% | +5,030+4.3% | Added | History |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 213,522 | $4.71M | <0.1% | +721+0.3% | Added | – |
| iShares Core S&P US Value ETF464287663 | ETF | 61,953 | $4.70M | <0.1% | +369+0.6% | Added | – |
| iShares Tr464288737 | GLB CNSM STP ETF | 75,201 | $4.67M | <0.1% | +10.0% | Added | – |
| ZMZoom Communications, Inc. | Stock | 39,769 | $4.66M | <0.1% | −14,600−26.9% | Reduced | History |
| HPQHP Inc | Stock | 128,349 | $4.66M | <0.1% | −15,524−10.8% | Reduced | History |
| EVRGEvergy, Inc. | Stock | 67,955 | $4.64M | <0.1% | +28,508+72.3% | Added | History |
| NTRSNorthern Trust Corp | COM | 39,883 | $4.64M | <0.1% | +28,691+256.4% | Added | History |
| RJFRaymond James Financial Inc | COM | 42,020 | $4.62M | <0.1% | +1,418+3.5% | Added | History |
| CAGConagra Brands Inc. | Stock | 137,025 | $4.60M | <0.1% | +66,200+93.5% | Added | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 93,015 | $4.56M | <0.1% | +9,773+11.7% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 479,683 | $4.53M | <0.1% | −241,040−33.4% | Reduced | History |
| CMICummins Inc | Stock | 22,099 | $4.53M | <0.1% | +422+1.9% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 3,341 | $4.52M | <0.1% | +6+0.2% | Added | History |
| WECWec Energy Group, Inc. | Stock | 45,027 | $4.49M | <0.1% | −500−1.1% | Reduced | History |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 21,612 | $4.48M | <0.1% | +1,614+8.1% | Added | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 150,528 | $4.47M | <0.1% | −137,382−47.7% | Reduced | – |
| RIORio Tinto PLC | ADR | 54,975 | $4.42M | <0.1% | +1,307+2.4% | Added | History |
| BHPBHP Group Ltd | ADR | 57,175 | $4.42M | <0.1% | +16,983+42.3% | Added | History |
| DISHDISH Network CORP | CL A | 139,495 | $4.42M | <0.1% | +2,821+2.1% | Added | History |
| SAPSAP SE | ADR | 39,750 | $4.41M | <0.1% | +6,910+21.0% | Added | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 71,003 | $4.38M | <0.1% | +56,311+383.3% | Added | – |
| ALLAllstate Corp | Stock | 31,520 | $4.37M | <0.1% | +1,284+4.2% | Added | History |
| DASHDoorDash, Inc. | Stock | 37,244 | $4.37M | <0.1% | −1,123−2.9% | Reduced | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 41,449 | $4.34M | <0.1% | −1,183−2.8% | Reduced | – |
| KEYSKeysight Technologies, Inc. | Stock | 27,428 | $4.33M | <0.1% | +2,630+10.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 15,234 | $4.32M | <0.1% | +2,775+22.3% | Added | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 134,046 | $4.32M | <0.1% | +24,312+22.2% | Added | – |
| LNGCheniere Energy, Inc. | COM NEW | 31,049 | $4.30M | <0.1% | +22,706+272.2% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 39,540 | $4.26M | <0.1% | +29,779+305.1% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 63,941 | $4.26M | <0.1% | −1,732−2.6% | Reduced | – |
| EXCExelon Corp | Stock | 89,379 | $4.26M | <0.1% | +4,054+4.8% | Added | History |
| LULUlululemon athletica inc. | Stock | 11,640 | $4.25M | <0.1% | +3,397+41.2% | Added | History |
| Vanguard Energy ETF92204A306 | ETF | 39,568 | $4.24M | <0.1% | +7,040+21.6% | Added | – |
Options (68)
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 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $1.29M | $233.0K |
| NVDANVIDIA Corp | Stock | $263.0K | $44.0K |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | – | $273.0K |
| AAPLApple Inc. | Stock | $146.0K | $3.00K |
| AALAmerican Airlines Group Inc. | Stock | – | $128.0K |
| MSFTMicrosoft Corp | Stock | $27.0K | $63.0K |
| SNOWSnowflake Inc. | Stock | – | $83.0K |
| GOOGLAlphabet Inc. | Stock | $18.0K | $63.0K |
| AMZNAmazon Com Inc | Stock | $47.0K | $6.00K |
| AMDAdvanced Micro Devices Inc | Stock | $39.0K | $8.00K |
| JPMJPMorgan Chase & Co | Stock | – | $47.0K |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | – | $44.0K |
| BACBank of America Corp | Stock | $35.0K | $3.00K |
| INTCIntel Corp | Stock | – | $34.0K |
| CPRICapri Holdings Ltd | SHS | – | $33.0K |
| DOCUDocuSign, Inc. | Stock | $6.00K | $24.0K |
| MRVLMarvell Technology, Inc. | COM | – | $30.0K |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $30.0K | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $21.0K | $6.00K |
| JDJD.com, Inc. | SPON ADS CL A | – | $24.0K |
| WFCWells Fargo & Company | Stock | $23.0K | – |
| ADBEAdobe Inc. | Stock | $19.0K | – |
| BABoeing Co | Stock | – | $17.0K |
| JNJJohnson & Johnson | Stock | $16.0K | – |
| FDXFedEx Corp | Stock | $0 | $14.0K |
| MAMastercard Inc | Stock | $13.0K | – |
| FFord Motor Co | Stock | – | $13.0K |
| VEEVVeeva Systems Inc | Stock | $13.0K | – |
| PGProcter & Gamble Co | Stock | $10.0K | – |
| METAMeta Platforms, Inc. | Stock | $9.00K | – |
| TJXTJX Companies Inc | Stock | – | $9.00K |
| ABTAbbott Laboratories | Stock | – | $9.00K |
| MGPIMGP Ingredients Inc | COM | $9.00K | – |
| NFLXNetflix Inc | Stock | $8.00K | – |
| DISWalt Disney Co | Stock | – | $7.00K |
| UPSUnited Parcel Service Inc | Stock | $6.00K | – |
| SNAPSnap Inc | Stock | $6.00K | – |
| LUVSouthwest Airlines Co | COM | – | $6.00K |
| BRK.BBerkshire Hathaway Inc | Stock | $5.00K | – |
| BMYBristol Myers Squibb Co | Stock | – | $5.00K |
| SOFISoFi Technologies, Inc. | Stock | – | $4.00K |
| QCOMQualcomm Inc | Stock | $4.00K | – |
| GOOGAlphabet Inc. | Stock | $4.00K | – |
| CCitigroup Inc | Stock | $0 | $4.00K |
| Paramount Global92556H206 | CL B | – | $4.00K |
| GLDSPDR Gold Trust | ETF | – | $3.00K |
| CRMSalesforce, Inc. | Stock | – | $3.00K |
| CINFCincinnati Financial Corp | COM | $3.00K | – |
| ISRGIntuitive Surgical Inc | COM NEW | $3.00K | – |
| TNDMTandem Diabetes Care Inc | COM NEW | – | $3.00K |
| Invesco QQQ Trust Series I46090E103 | ETF | $1.00K | $1.00K |
| iShares Russell 2000 ETF464287655 | ETF | $2.00K | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | – | $2.00K |
| AXPAmerican Express Co | Stock | $2.00K | – |
| AMATApplied Materials Inc | Stock | – | $2.00K |
| PYPLPayPal Holdings, Inc. | Stock | – | $2.00K |
| XYZBlock, Inc. | CL A | – | $2.00K |
| HDHome Depot, Inc. | Stock | – | $1.00K |
| VVisa Inc. | Stock | $1.00K | – |
| PANWPalo Alto Networks Inc | Stock | $1.00K | – |
| ABBVAbbVie Inc. | Stock | $1.00K | – |
| TAT&T Inc. | Stock | – | $1.00K |
| AMGNAmgen Inc | Stock | $1.00K | – |
| SCHWSchwab Charles Corp | Stock | – | $1.00K |
| iShares Tr464287432 | 20 YR TR BD ETF | – | $1.00K |
| SANBanco Santander, S.A. | ADR | – | $1.00K |
| SPCEVirgin Galactic Holdings, Inc | COM | – | $1.00K |
| TRTNTriton International Ltd | CL A | $1.00K | – |
Sold out since Q4 2021 (126)
Positions held at the end of Q4 2021 that are gone from this filing.
The largest 100 of 126 by value last quarter.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| LCNBLCNB Corp | COM | 632,900 | $12.4M | <0.1% | History |
| NVTSNavitas Semiconductor Corp | COM | 225,100 | $3.83M | <0.1% | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 79,597 | $3.46M | <0.1% | – |
| APTSPreferred Apartment Communities Inc | COM | 169,166 | $3.06M | <0.1% | History |
| XLNXXilinx Inc | COM | 11,719 | $2.48M | <0.1% | History |
| CACCamden National Corp | COM | 42,030 | $2.02M | <0.1% | History |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 38,564 | $1.67M | <0.1% | – |
| TGTXTG Therapeutics, Inc. | COM | 80,956 | $1.54M | <0.1% | History |
| EGHT8X8 Inc | COM | 85,351 | $1.43M | <0.1% | History |
| INFOIHS Markit Ltd. | SHS | 9,013 | $1.20M | <0.1% | History |
| ZGNXZogenix, Inc. | COM NEW | 67,650 | $1.10M | <0.1% | History |
| Athene Holding Ltd.G0684D107 | CL A | 11,661 | $972.0K | <0.1% | – |
| PMFPIMCO Municipal Income Fund | COM | 60,110 | $915.0K | <0.1% | History |
| OMCLOmnicell, Inc. | COM | 3,709 | $669.0K | <0.1% | History |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 7,075 | $642.0K | <0.1% | – |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 22,815 | $572.0K | <0.1% | – |
| STLSterling Bancorp | COM | 20,213 | $521.0K | <0.1% | History |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 7,731 | $517.0K | <0.1% | – |
| iShares Tr464288497 | DEVSMCP EXNA ETF | 6,762 | $471.0K | <0.1% | – |
| Invesco Exchange Traded FD T46137Y500 | ZACKS MULT AST | 18,517 | $454.0K | <0.1% | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 5,451 | $428.0K | <0.1% | – |
| Alps ETF Tr00162Q783 | STRATEGIC INCOME | 16,930 | $417.0K | <0.1% | – |
| STCStewart Information Services Corp | COM | 5,054 | $403.0K | <0.1% | History |
| iShares Tr46436E759 | ESG EAFE ETF | 5,621 | $387.0K | <0.1% | – |
| Global X FDS37950E416 | SOCIAL MED ETF | 7,078 | $381.0K | <0.1% | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 5,502 | $372.0K | <0.1% | – |
| NBISNebius Group N.V. | Stock | 5,771 | $349.0K | <0.1% | History |
| COUPCoupa Software Inc | COM | 2,166 | $342.0K | <0.1% | History |
| FLGTFulgent Genetics, Inc. | COM | 3,376 | $340.0K | <0.1% | History |
| INBKFirst Internet Bancorp | COM | 7,180 | $338.0K | <0.1% | History |
| Global X FDS37954Y269 | NASDQ 100 CVRDGW | 10,425 | $332.0K | <0.1% | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 1,450 | $323.0K | <0.1% | History |
| PLCEChildrens Place, Inc. | COM | 4,000 | $317.0K | <0.1% | History |
| DSLDoubleLine Income Solutions Fund | COM | 19,500 | $314.0K | <0.1% | History |
| MHKMohawk Industries Inc | COM | 1,675 | $305.0K | <0.1% | History |
| FNGUBank of Montreal | MICROSECTORS IDX | 8,138 | $305.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 3,344 | $304.0K | <0.1% | – |
| ACBIAtlantic Capital Bancshares, Inc. | COM | 10,518 | $303.0K | <0.1% | History |
| Westpac Banking Corp961214301 | SPONSORED ADR | 19,555 | $302.0K | <0.1% | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,220 | $289.0K | <0.1% | History |
| PZZAPapa Johns International Inc | Stock | 2,155 | $288.0K | <0.1% | History |
| SUMSummit Materials, Inc. | CL A | 7,144 | $287.0K | <0.1% | History |
| CALXCalix, Inc | COM | 3,580 | $286.0K | <0.1% | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,160 | $285.0K | <0.1% | – |
| Siren Nexgen Economy ETF829658202 | ETF | 6,686 | $284.0K | <0.1% | – |
| WTSWatts Water Technologies Inc | CL A | 1,456 | $283.0K | <0.1% | History |
| TOLToll Brothers, Inc. | COM | 3,898 | $282.0K | <0.1% | History |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | 22,564 | $282.0K | <0.1% | History |
| CPKChesapeake Utilities Corp | COM | 1,915 | $279.0K | <0.1% | History |
| Kirkland Lake Gold Ltd49741E100 | COM | 6,604 | $277.0K | <0.1% | – |
| HAINHain Celestial Group Inc | COM | 6,145 | $262.0K | <0.1% | History |
| JHXJames Hardie Industries plc | SPONSORED ADR | 6,356 | $259.0K | <0.1% | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 5,150 | $257.0K | <0.1% | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 6,461 | $255.0K | <0.1% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,195 | $254.0K | <0.1% | History |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 3,015 | $253.0K | <0.1% | – |
| APPSDigital Turbine, Inc. | COM NEW | 4,092 | $250.0K | <0.1% | History |
| INMDInMode Ltd. | SHS | 3,549 | $250.0K | <0.1% | History |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 1,944 | $248.0K | <0.1% | – |
| CCJCameco Corp | Stock | 11,341 | $247.0K | <0.1% | History |
| TriSalus Life Sciences, Inc.58507N105 | COM CL A | 25,000 | $247.0K | <0.1% | – |
| VALEVale S.A. | SPONSORED ADS | 17,589 | $247.0K | <0.1% | History |
| Barnes Group Inc067806109 | COM | 5,256 | $245.0K | <0.1% | – |
| SGISomnigroup International Inc. | COM | 5,082 | $239.0K | <0.1% | History |
| BPOPPopular, Inc. | COM NEW | 2,895 | $238.0K | <0.1% | History |
| ALVAutoliv Inc | COM | 2,295 | $237.0K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 4,257 | $234.0K | <0.1% | – |
| SPXCSPX Technologies, Inc. | COM | 3,902 | $233.0K | <0.1% | History |
| STORStore Capital LLC | COM | 6,786 | $233.0K | <0.1% | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,554 | $228.0K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 3,385 | $227.0K | <0.1% | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 13,664 | $227.0K | <0.1% | History |
| MZTIMarzetti Co | COM | 1,337 | $221.0K | <0.1% | History |
| MCBSMetroCity Bankshares, Inc. | COM | 8,020 | $221.0K | <0.1% | History |
| DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc | SHS | 17,066 | $218.0K | <0.1% | History |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 5,586 | $218.0K | <0.1% | History |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 1,846 | $217.0K | <0.1% | – |
| BP Midstream Partners LP0556EL109 | UNIT LTD PTNR | 14,188 | $217.0K | <0.1% | – |
| QGENQiagen N.V. | SHS NEW | 3,898 | $217.0K | <0.1% | History |
| VanEck ETF Trust92189F171 | GREEN BOND ETF | 8,064 | $216.0K | <0.1% | – |
| MARAMARA Holdings, Inc. | COM | 6,576 | $216.0K | <0.1% | History |
| Global X FDS37954Y814 | FINTECH ETF | 5,373 | $215.0K | <0.1% | – |
| Global X FDS37954Y731 | CONSCIOUS COS | 6,120 | $211.0K | <0.1% | – |
| CHWYChewy, Inc. | CL A | 3,550 | $209.0K | <0.1% | History |
| VICRVicor Corp | COM | 1,649 | $209.0K | <0.1% | History |
| GAMGeneral American Investors Co Inc | COM | 4,714 | $208.0K | <0.1% | History |
| UCBUnited Community Banks Inc | COM | 5,764 | $207.0K | <0.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 2,198 | $206.0K | <0.1% | History |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 7,143 | $204.0K | <0.1% | History |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 5,601 | $204.0K | <0.1% | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 2,501 | $202.0K | <0.1% | – |
| TRUTransUnion | COM | 1,702 | $202.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 931 | $201.0K | <0.1% | – |
| SNXTD Synnex Corp | COM | 1,754 | $201.0K | <0.1% | History |
| DDD3D Systems Corp | COM NEW | 9,330 | $201.0K | <0.1% | History |
| CSPRCasper Sleep Inc. | COM | 30,050 | $201.0K | <0.1% | History |
| APLEApple Hospitality REIT, Inc. | REIT | 11,451 | $185.0K | <0.1% | History |
| HIMXHimax Technologies, Inc. | SPONSORED ADR | 11,078 | $177.0K | <0.1% | History |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 19,850 | $166.0K | <0.1% | History |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 13,360 | $163.0K | <0.1% | History |