Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 15, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 2,993
- +148 vs. Q1 2024
- Portfolio value
- $93.6B
- +$3.45B (+3.8%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 765,471 | $79.5M | 0.1% | −12,239−1.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 398,725 | $79.4M | 0.1% | +22,690+6.0% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,615,432 | $75.6M | 0.1% | +7,344+0.5% | Added | – |
| CATCaterpillar Inc | Stock | 224,143 | $74.7M | 0.1% | +20,535+10.1% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,295,146 | $74.0M | 0.1% | +331,197+16.9% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 125,620 | $72.4M | 0.1% | +3,151+2.6% | Added | – |
| ACNAccenture plc | Stock | 234,731 | $71.2M | 0.1% | +10,559+4.7% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,213,707 | $71.2M | 0.1% | +149,727+14.1% | Added | – |
| ADBEAdobe Inc. | Stock | 123,931 | $68.8M | 0.1% | +2,675+2.2% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 1,201,374 | $68.8M | 0.1% | +47,284+4.1% | Added | – |
| NFLXNetflix Inc | Stock | 99,769 | $67.3M | 0.1% | +4,175+4.4% | Added | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 1,001,321 | $66.9M | 0.1% | +57,124+6.1% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,070,408 | $62.1M | 0.1% | +295,261+38.1% | Added | – |
| DISWalt Disney Co | Stock | 614,440 | $61.0M | 0.1% | −10,346−1.7% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 158,740 | $60.8M | 0.1% | +7,543+5.0% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,757,685 | $58.9M | 0.1% | +52,828+3.1% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 461,739 | $58.7M | 0.1% | +4,963+1.1% | Added | – |
| NEENextera Energy Inc | Stock | 811,472 | $57.5M | 0.1% | +53,191+7.0% | Added | History |
| AMGNAmgen Inc | Stock | 182,593 | $57.1M | 0.1% | +14,082+8.4% | Added | History |
| BABoeing Co | Stock | 310,434 | $56.5M | 0.1% | +41,623+15.5% | Added | History |
| UNPUnion Pacific Corp | Stock | 247,018 | $55.9M | 0.1% | +7,000+2.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 216,393 | $55.6M | 0.1% | +2,539+1.2% | Added | History |
| ETNEaton Corp plc | Stock | 176,362 | $55.3M | 0.1% | −399−0.2% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 366,165 | $55.1M | 0.1% | +65,453+21.8% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 873,886 | $54.4M | 0.1% | −27,393−3.0% | Reduced | – |
| TMOThermo Fisher Scientific Inc. | Stock | 98,102 | $54.3M | 0.1% | +2,668+2.8% | Added | History |
| BSYBentley Systems Inc | COM CL B | 1,091,058 | $53.9M | 0.1% | +441,316+67.9% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 1,128,164 | $53.6M | 0.1% | −45,592−3.9% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 328,387 | $53.3M | 0.1% | +22,023+7.2% | Added | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 1,719,110 | $52.6M | 0.1% | −305,032−15.1% | Reduced | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 1,357,146 | $52.3M | 0.1% | +59,924+4.6% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 1,393,581 | $49.6M | 0.1% | −12,279−0.9% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 286,063 | $49.5M | 0.1% | +17,475+6.5% | Added | History |
| LRCXLam Research Corp | COM | 46,231 | $49.2M | 0.1% | +639+1.4% | Added | History |
| RTXRTX Corp | Stock | 484,665 | $48.7M | 0.1% | +32,473+7.2% | Added | History |
| WFCWells Fargo & Company | Stock | 816,897 | $48.5M | 0.1% | +38,985+5.0% | Added | History |
| LMTLockheed Martin Corp | Stock | 103,065 | $48.1M | 0.1% | +5,390+5.5% | Added | History |
| AMATApplied Materials Inc | Stock | 202,372 | $47.8M | 0.1% | +13,808+7.3% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 473,368 | $47.7M | 0.1% | +9,526+2.1% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 180,304 | $47.3M | 0.1% | −1,091−0.6% | Reduced | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 401,444 | $47.2M | 0.1% | +23,513+6.2% | Added | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 1,506,548 | $46.9M | 0.1% | −10,892−0.7% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 575,434 | $46.7M | <0.1% | +4,617+0.8% | Added | – |
| HONHoneywell International Inc | COM | 217,112 | $46.4M | <0.1% | +6,443+3.1% | Added | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 431,621 | $46.2M | <0.1% | +15,470+3.7% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 772,034 | $45.7M | <0.1% | +444+0.1% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 200,641 | $45.4M | <0.1% | +9,702+5.1% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 490,439 | $45.4M | <0.1% | +2,437+0.5% | Added | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 660,011 | $45.2M | <0.1% | −845−0.1% | Reduced | – |
| LOWLowes Companies Inc | Stock | 204,435 | $45.1M | <0.1% | +2,585+1.3% | Added | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,741,134 | $45.0M | <0.1% | +91,012+5.5% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 142,779 | $44.9M | <0.1% | +4,245+3.1% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 244,171 | $44.6M | <0.1% | +1,539+0.6% | Added | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 973,930 | $44.4M | <0.1% | +22,593+2.4% | Added | – |
| GELGenesis Energy LP | UNIT LTD PARTN | 3,046,191 | $43.6M | <0.1% | +3,046,191 | New | History |
| PFEPfizer Inc | Stock | 1,554,564 | $43.5M | <0.1% | +182,950+13.3% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 679,950 | $42.7M | <0.1% | +13,731+2.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 554,357 | $42.5M | <0.1% | −12,436−2.2% | Reduced | – |
| DOVDOVER Corp | COM | 234,215 | $42.3M | <0.1% | −1,758−0.7% | Reduced | History |
| NKENIKE, Inc. | Stock | 547,242 | $41.2M | <0.1% | +36,290+7.1% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 532,319 | $41.1M | <0.1% | +27,493+5.4% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 517,793 | $40.8M | <0.1% | +8,020+1.6% | Added | – |
| NOWServiceNow, Inc. | Stock | 51,717 | $40.7M | <0.1% | +25,608+98.1% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 668,682 | $40.3M | <0.1% | +25,778+4.0% | Added | – |
| NVONovo Nordisk A S | ADR | 281,596 | $40.2M | <0.1% | +22,848+8.8% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 360,888 | $39.8M | <0.1% | −12,725−3.4% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 812,243 | $39.6M | <0.1% | −476,594−37.0% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 387,963 | $39.1M | <0.1% | +44,196+12.9% | Added | – |
| INTCIntel Corp | Stock | 1,260,701 | $39.0M | <0.1% | −6,612−0.5% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 197,046 | $38.3M | <0.1% | +21,946+12.5% | Added | History |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 607,741 | $38.0M | <0.1% | −9,594−1.6% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 175,421 | $37.7M | <0.1% | +3,176+1.8% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 478,067 | $37.4M | <0.1% | −965−0.2% | Reduced | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 79,117 | $37.1M | <0.1% | +3,998+5.3% | Added | History |
| CMCSAComcast Corp | Stock | 934,581 | $36.6M | <0.1% | −113,356−10.8% | Reduced | History |
| MCKMcKesson Corp | Stock | 62,512 | $36.5M | <0.1% | +1,093+1.8% | Added | History |
| CBChubb Ltd | Stock | 141,320 | $36.0M | <0.1% | +11,891+9.2% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 389,518 | $36.0M | <0.1% | +867+0.2% | Added | History |
| AXPAmerican Express Co | Stock | 153,703 | $35.6M | <0.1% | +8,228+5.7% | Added | History |
| NVSNovartis AG | ADR | 331,465 | $35.3M | <0.1% | +14,858+4.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 346,059 | $35.1M | <0.1% | +7,510+2.2% | Added | History |
| IAUiShares Gold Trust | ETF | 798,044 | $35.1M | <0.1% | +9,705+1.2% | Added | History |
| VZVerizon Communications Inc | Stock | 838,292 | $34.6M | <0.1% | +20,390+2.5% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 805,546 | $34.3M | <0.1% | −24,972−3.0% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 283,265 | $34.3M | <0.1% | −3,608−1.3% | Reduced | – |
| SBUXStarbucks Corp | Stock | 438,689 | $34.2M | <0.1% | −3,405−0.8% | Reduced | History |
| ANETArista Networks, Inc. | COM | 96,562 | $33.8M | <0.1% | +55,521+135.3% | Added | History |
| TJXTJX Companies Inc | Stock | 306,771 | $33.8M | <0.1% | +11,374+3.9% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 86,333 | $33.8M | <0.1% | +1,915+2.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 74,446 | $33.7M | <0.1% | +4,661+6.7% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 99,020 | $33.6M | <0.1% | +5,377+5.7% | Added | History |
| INTUIntuit Inc. | Stock | 50,716 | $33.3M | <0.1% | +317+0.6% | Added | History |
| APHAmphenol Corp | CL A | 492,170 | $33.2M | <0.1% | +21,188+4.5% | AddedConverted for a 2-for-1 split | History |
| UPSUnited Parcel Service Inc | Stock | 237,219 | $32.5M | <0.1% | −3,515−1.5% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 432,210 | $31.8M | <0.1% | +9,571+2.3% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 266,093 | $31.8M | <0.1% | +8,581+3.3% | Added | – |
| PSXPhillips 66 | Stock | 219,036 | $30.9M | <0.1% | −15,167−6.5% | Reduced | History |
| DHRDanaher Corp | Stock | 122,591 | $30.6M | <0.1% | +6,969+6.0% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 184,388 | $30.3M | <0.1% | −3,277−1.7% | Reduced | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 1,110,519 | $30.2M | <0.1% | −19,567−1.7% | Reduced | – |
Options (61)
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 |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | $188.6K | $4.91M |
| GOOGLAlphabet Inc. | Stock | $15.7K | $3.59M |
| AMDAdvanced Micro Devices Inc | Stock | – | $2.01M |
| WFCWells Fargo & Company | Stock | – | $1.71M |
| MSFTMicrosoft Corp | Stock | $12.9K | $922.3K |
| IRENIREN Ltd | ORDINARY SHARES | $67.0K | $572.2K |
| ABNBAirbnb, Inc. | Stock | $564.4K | – |
| APPAppLovin Corp | COM CL A | $439.4K | – |
| TSLATesla, Inc. | Stock | $389.0K | – |
| AAPLApple Inc. | Stock | $93.7K | $238.2K |
| QCOMQualcomm Inc | Stock | – | $308.4K |
| DISWalt Disney Co | Stock | – | $279.4K |
| SNOWSnowflake Inc. | Stock | $237.0K | – |
| DOCNDigitalOcean Holdings, Inc. | COM | $92.5K | – |
| DBXDropbox, Inc. | CL A | $91.6K | – |
| SMCISuper Micro Computer, Inc. | COM | $90.3K | – |
| CINFCincinnati Financial Corp | COM | $64.6K | – |
| CFLTConfluent, Inc. | CLASS A COM | $34.0K | – |
| MSTRStrategy Inc | Stock | $32.9K | – |
| METAMeta Platforms, Inc. | Stock | – | $31.1K |
| Valkyrie ETF Trust II91917A207 | BITCOIN MINERS | $30.9K | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $29.3K | – |
| WOWWideOpenWest, Inc. | COM | – | $26.4K |
| Invesco QQQ Trust Series I46090E103 | ETF | $147 | $21.7K |
| BRK.BBerkshire Hathaway Inc | Stock | $19.8K | – |
| AVGOBroadcom Inc. | Stock | $18.4K | – |
| VRSNVerisign Inc | COM | $17.6K | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | – | $17.2K |
| UNHUnitedHealth Group Inc | Stock | $13.3K | $3.71K |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | – | $16.4K |
| GWWW.W. Grainger, Inc. | Stock | $15.8K | – |
| MGPIMGP Ingredients Inc | COM | $13.4K | – |
| DLTRDollar Tree, Inc. | COM | $11.4K | – |
| PHMPultegroup Inc | COM | – | $10.8K |
| UNPUnion Pacific Corp | Stock | $7.77K | – |
| ALRMAlarm.com Holdings, Inc. | COM | $5.81K | – |
| CLSKCleanspark, Inc. | COM NEW | $5.60K | – |
| QSQuantumScape Corp | COM CL A | – | $4.74K |
| KLACKLA Corp | COM NEW | $4.66K | – |
| ALTAltimmune, Inc. | COM NEW | – | $4.51K |
| SAPSAP SE | ADR | $1.35K | $3.12K |
| CSCOCisco Systems, Inc. | Stock | $4.08K | – |
| ADBEAdobe Inc. | Stock | $3.89K | – |
| iShares Russell 2000 ETF464287655 | ETF | $465 | $2.65K |
| PLTRPalantir Technologies Inc. | Stock | – | $3.05K |
| TMUST-Mobile US, Inc. | Stock | $2.67K | – |
| BABoeing Co | Stock | $2.60K | – |
| GOOGAlphabet Inc. | Stock | $2.32K | – |
| AMGNAmgen Inc | Stock | $2.05K | – |
| HDHome Depot, Inc. | Stock | $1.72K | – |
| AMZNAmazon Com Inc | Stock | $1.66K | – |
| ABBVAbbVie Inc. | Stock | $1.51K | – |
| AMATApplied Materials Inc | Stock | $1.46K | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | $1.30K | – |
| ABTAbbott Laboratories | Stock | $1.23K | – |
| SLViShares Silver Trust | ETF | – | $575 |
| TAT&T Inc. | Stock | – | $444 |
| HTZHertz Global Holdings, Inc | COM NEW | – | $339 |
| COSTCostco Wholesale Corp | Stock | $291 | – |
| MCKMcKesson Corp | Stock | $84 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | $6 | – |
Sold out since Q1 2024 (137)
Positions held at the end of Q1 2024 that are gone from this filing.
The largest 100 of 137 by value last quarter.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 29,948 | $7.86M | <0.1% | History |
| CSIQCanadian Solar Inc. | COM | 285,336 | $5.64M | <0.1% | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 160,619 | $4.58M | <0.1% | – |
| UBS AG London Branch902677780 | EN LG CP GRWTH | 1,339 | $1.13M | <0.1% | – |
| MDCSekisui House U.S., Inc. | COM | 14,230 | $895.2K | <0.1% | History |
| AELAmerican National Group Inc. | COM | 15,497 | $871.2K | <0.1% | History |
| Enerplus Corp292766102 | COM | 43,163 | $848.6K | <0.1% | – |
| TITNTitan Machinery Inc. | COM | 31,131 | $772.4K | <0.1% | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 7,107 | $746.4K | <0.1% | – |
| LBAILakeland Bancorp Inc | COM | 61,274 | $741.4K | <0.1% | History |
| SWAVShockwave Medical, Inc. | COM | 2,148 | $699.5K | <0.1% | History |
| PERIPerion Network Ltd. | SHS NEW | 24,496 | $550.7K | <0.1% | History |
| NSNuStar Energy L.P. | UNIT COM | 21,448 | $499.1K | <0.1% | History |
| CSTRCapStar Financial Holdings, Inc. | COM | 24,791 | $498.3K | <0.1% | History |
| Crescent PT Energy Corp22576C101 | COM | 60,061 | $491.9K | <0.1% | – |
| DOORMasonite International Corp | COM | 3,627 | $476.8K | <0.1% | History |
| Alps Clean Energy ETF00162Q460 | ETF | 15,988 | $474.5K | <0.1% | – |
| INBXInhibrx Biosciences, Inc. | COM | 13,466 | $470.8K | <0.1% | History |
| CHWYChewy, Inc. | CL A | 29,212 | $464.8K | <0.1% | History |
| CPECallon Petroleum Co | COM | 12,508 | $447.3K | <0.1% | History |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 18,454 | $440.5K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 13,086 | $419.4K | <0.1% | – |
| JRVRJames River Group Holdings, Inc. | COM | 44,821 | $416.8K | <0.1% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 6,867 | $403.6K | <0.1% | History |
| RGRSturm Ruger & Co Inc | Stock | 8,095 | $373.6K | <0.1% | History |
| FLNCFluence Energy, Inc. | COM CL A | 20,949 | $363.3K | <0.1% | History |
| Investment Managers Ser Tr I46144X107 | AXS CHANGE FINAN | 9,746 | $357.5K | <0.1% | – |
| GNKGenco Shipping & Trading Ltd | SHS | 16,189 | $329.1K | <0.1% | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 7,901 | $317.1K | <0.1% | History |
| WBWEIBO Corp | SPONSORED ADR | 34,752 | $315.9K | <0.1% | History |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 2,802 | $315.1K | <0.1% | – |
| Legg Mason ETF Invt Tr524682101 | CLRBRG GWT ETF | 5,997 | $312.3K | <0.1% | – |
| JELDJELD-WEN Holding, Inc. | COM | 14,696 | $312.0K | <0.1% | History |
| AIRCApartment Income REIT Corp. | COM | 9,513 | $308.9K | <0.1% | History |
| MEDMedifast Inc | COM | 8,055 | $308.7K | <0.1% | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 7,029 | $308.4K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 12,552 | $298.4K | <0.1% | – |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 7,196 | $295.4K | <0.1% | – |
| KAMNKAMAN Corp | COM | 6,342 | $290.9K | <0.1% | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 7,940 | $286.1K | <0.1% | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 3,955 | $285.0K | <0.1% | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 8,870 | $282.7K | <0.1% | – |
| USNAUsana Health Sciences Inc | COM | 5,738 | $278.3K | <0.1% | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 8,720 | $268.1K | <0.1% | History |
| Kraneshares Trust500767769 | MSCI EMG EX CH | 8,882 | $260.6K | <0.1% | – |
| SWTXSpringWorks Therapeutics, Inc. | COM | 5,246 | $258.2K | <0.1% | History |
| iShares Tr46435U366 | SELF DRIVNG EV | 8,136 | $255.7K | <0.1% | – |
| BOCBoston Omaha Corp | Stock | 16,485 | $254.9K | <0.1% | History |
| SEESealed Air Corp | COM | 6,826 | $253.9K | <0.1% | History |
| RNSTRenasant Corp | COM | 8,050 | $252.1K | <0.1% | History |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 11,966 | $251.6K | <0.1% | History |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 4,982 | $248.6K | <0.1% | – |
| XRXXerox Holdings Corp | COM NEW | 13,867 | $248.2K | <0.1% | History |
| Listed FDS Tr53656F805 | SHARES LAG CAP | 5,783 | $246.4K | <0.1% | – |
| RNGRingCentral, Inc. | CL A | 7,046 | $244.8K | <0.1% | History |
| NTGRNetgear, Inc. | COM | 15,502 | $244.5K | <0.1% | History |
| Alps ETF Tr00162Q478 | DISRUPTIVE TECH | 5,780 | $244.2K | <0.1% | – |
| USPHU S Physical Therapy Inc | COM | 2,135 | $241.0K | <0.1% | History |
| NWNNorthwest Natural Holding Co | COM | 6,447 | $240.0K | <0.1% | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 6,595 | $239.7K | <0.1% | History |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 7,676 | $238.7K | <0.1% | History |
| iShares Tr46429B671 | MSCI CHINA ETF | 6,000 | $238.4K | <0.1% | – |
| PLUSEplus Inc | COM | 2,966 | $232.9K | <0.1% | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 7,136 | $231.4K | <0.1% | – |
| BCBrunswick Corp | COM | 2,397 | $231.4K | <0.1% | History |
| Global X FDS37954Y459 | RUSSELL 2000 | 13,556 | $229.2K | <0.1% | – |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 6,672 | $227.6K | <0.1% | History |
| DFHDream Finders Homes, Inc. | COM CL A | 5,202 | $227.5K | <0.1% | History |
| BZHBeazer Homes USA Inc | COM NEW | 6,898 | $226.3K | <0.1% | History |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,340 | $226.0K | <0.1% | – |
| HEESH&E Equipment Services, Inc. | COM | 3,513 | $225.4K | <0.1% | History |
| YORWYork Water Co | COM | 6,196 | $224.7K | <0.1% | History |
| WMKWeis Markets Inc | COM | 3,476 | $223.9K | <0.1% | History |
| CASSCass Information Systems Inc | COM | 4,601 | $221.6K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 8,280 | $219.8K | <0.1% | – |
| AMWDAmerican Woodmark Corp | COM | 2,149 | $218.5K | <0.1% | History |
| CATXPerspective Therapeutics, Inc. | COM | 183,500 | $218.4K | <0.1% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 2,743 | $217.3K | <0.1% | History |
| IBRXImmunityBio, Inc. | COM | 40,438 | $217.2K | <0.1% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 5,417 | $209.9K | <0.1% | – |
| SPTSprout Social, Inc. | COM CL A | 3,499 | $208.9K | <0.1% | History |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 2,359 | $208.6K | <0.1% | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 4,944 | $207.5K | <0.1% | History |
| VAXXVaxxinity, Inc. | COM CL A | 286,862 | $205.8K | <0.1% | History |
| Liberty Media Corp531229789 | Stock | 6,907 | $205.2K | <0.1% | – |
| PRTAProthena Corp Public Ltd Co | SHS | 8,260 | $204.6K | <0.1% | History |
| Invesco Exchange Traded FD T46137V712 | DYNMC MKT ETF | 4,491 | $204.2K | <0.1% | – |
| DHILDiamond Hill Investment Group Inc | COM NEW | 1,322 | $203.8K | <0.1% | History |
| AROWArrow Financial Corp | COM | 8,129 | $203.4K | <0.1% | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 10,231 | $198.3K | <0.1% | History |
| GHYPGIM Global High Yield Fund, Inc. | COM | 15,856 | $189.6K | <0.1% | History |
| SBGISinclair, Inc. | CL A | 12,880 | $173.5K | <0.1% | History |
| PNSTPinstripes Holdings, Inc. | CL A COM | 50,857 | $165.3K | <0.1% | History |
| MCSMarcus Corp | COM | 10,212 | $145.6K | <0.1% | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 13,000 | $141.6K | <0.1% | History |
| WULFTerawulf Inc. | COM | 51,825 | $136.3K | <0.1% | History |
| DRHDiamondRock Hospitality Co | COM | 13,870 | $133.3K | <0.1% | History |
| NNOXNano-X Imaging Ltd. | ORD SHS | 13,299 | $129.9K | <0.1% | History |
| ACELAccel Entertainment, Inc. | COM CL A1 | 10,211 | $120.4K | <0.1% | History |
| OISOil States International, Inc | COM | 19,267 | $118.7K | <0.1% | History |