Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 3,424
- −130 vs. Q4 2024
- Portfolio value
- $106.3B
- +$3.52B (+3.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FLSFlowserve Corp | COM | 8,799 | $429.8K | <0.1% | −1,644−15.7% | Reduced | History |
| LASRNlight, Inc. | COM | 55,352 | $430.1K | <0.1% | +39,996+260.5% | Added | History |
| OIIOceaneering International Inc | Stock | 19,729 | $430.3K | <0.1% | +5,395+37.6% | Added | History |
| PUMPProPetro Holding Corp. | COM | 58,639 | $431.0K | <0.1% | +12,714+27.7% | Added | History |
| GLOBGlobant S.A. | COM | 3,670 | $432.0K | <0.1% | +1,718+88.0% | Added | History |
| GNLGlobal Net Lease, Inc. | COM NEW | 53,731 | $432.0K | <0.1% | −1,712−3.1% | Reduced | History |
| BWMNBowman Consulting Group Ltd. | COM | 19,806 | $432.4K | <0.1% | +19,740+29,909.1% | Added | History |
| AVXLAnavex Life Sciences Corp. | COM NEW | 50,403 | $432.5K | <0.1% | +6,453+14.7% | Added | History |
| GSLGlobal Ship Lease, Inc. | COM CL A | 18,940 | $432.8K | <0.1% | +4,277+29.2% | Added | History |
| BRXBrixmor Property Group Inc. | COM | 16,355 | $434.2K | <0.1% | −2,140−11.6% | Reduced | History |
| SBHSally Beauty Holdings, Inc. | COM | 48,172 | $435.0K | <0.1% | +7,935+19.7% | Added | History |
| VanEck Vectors ETF Tr92189F841 | NAT RES ETF | 8,733 | $435.0K | <0.1% | +2,050+30.7% | Added | – |
| CFFNCapitol Federal Financial, Inc. | COM | 77,695 | $435.1K | <0.1% | +634+0.8% | Added | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 10,750 | $435.3K | <0.1% | −107−1.0% | Reduced | – |
| PACPacific Airport Group | SPON ADS B | 2,352 | $436.3K | <0.1% | +122+5.5% | Added | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 8,245 | $436.3K | <0.1% | +8,210+23,457.1% | Added | History |
| MDPediatrix Medical Group, Inc. | COM | 30,121 | $436.5K | <0.1% | −807−2.6% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 13,978 | $436.7K | <0.1% | −5,298−27.5% | Reduced | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 6,498 | $436.9K | <0.1% | +1,971+43.5% | Added | History |
| BHVNBiohaven Ltd. | COM | 18,192 | $437.3K | <0.1% | +1,555+9.3% | Added | History |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 17,507 | $437.5K | <0.1% | −2,992−14.6% | Reduced | – |
| MRCYMercury Systems Inc | COM | 10,170 | $438.2K | <0.1% | +1,016+11.1% | Added | History |
| RDNRadian Group Inc | COM | 13,253 | $438.3K | <0.1% | +458+3.6% | Added | History |
| Amplify Blockchain Technology ETF032108607 | ETF | 11,889 | $438.5K | <0.1% | +2,023+20.5% | Added | – |
| IVZInvesco Ltd. | Stock | 28,928 | $438.8K | <0.1% | −17,833−38.1% | Reduced | History |
| CATYCathay General Bancorp | COM | 10,207 | $439.2K | <0.1% | −356−3.4% | Reduced | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 12,954 | $439.5K | <0.1% | −2,986−18.7% | Reduced | History |
| INMDInMode Ltd. | SHS | 24,791 | $439.8K | <0.1% | +538+2.2% | Added | History |
| iShares Tr46436E551 | ESG SELECT SCRE | 11,263 | $440.1K | <0.1% | −2,430−17.7% | Reduced | – |
| RPDRapid7, Inc. | COM | 16,627 | $440.8K | <0.1% | +7,218+76.7% | Added | History |
| AKBAAkebia Therapeutics, Inc. | COM | 229,670 | $441.0K | <0.1% | +63,367+38.1% | Added | History |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 5,227 | $441.7K | <0.1% | −1,664−24.1% | Reduced | – |
| AVDXAvidXchange Holdings, Inc. | COM | 52,126 | $442.0K | <0.1% | +11,420+28.1% | Added | History |
| STSensata Technologies Holding plc | SHS | 18,213 | $442.0K | <0.1% | +18,213 | New | History |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 18,118 | $442.8K | <0.1% | +18,118 | New | – |
| RAMPLiveRamp Holdings, Inc. | COM | 16,943 | $442.9K | <0.1% | +7,694+83.2% | Added | History |
| CIONCION Investment Corp | COM | 42,815 | $443.1K | <0.1% | +25,542+147.9% | Added | History |
| KMTKennametal Inc | COM | 20,821 | $443.5K | <0.1% | +11,850+132.1% | Added | History |
| PVHPVH Corp. | COM | 6,869 | $444.0K | <0.1% | +1,702+32.9% | Added | History |
| KURAKura Oncology, Inc. | COM | 67,300 | $444.2K | <0.1% | +33,134+97.0% | Added | History |
| SCHLScholastic Corp | COM | 23,530 | $444.2K | <0.1% | +6,557+38.6% | Added | History |
| BGRBlackRock Energy & Resources Trust | COM | 32,726 | $444.4K | <0.1% | +684+2.1% | Added | History |
| MNROMonro, Inc. | COM | 30,739 | $444.8K | <0.1% | +16,153+110.7% | Added | History |
| LADRLadder Capital Corp | CL A | 39,004 | $445.0K | <0.1% | −1,530−3.8% | Reduced | History |
| BORRBorr Drilling Ltd | SHS | 203,245 | $445.1K | <0.1% | −85,147−29.5% | Reduced | History |
| JOEST JOE Co | COM | 9,481 | $445.1K | <0.1% | +9,481 | New | History |
| CARSCars.com Inc. | COM | 39,543 | $445.6K | <0.1% | +22,674+134.4% | Added | History |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 5,317 | $446.2K | <0.1% | +638+13.6% | Added | – |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 4,246 | $446.4K | <0.1% | +1,012+31.3% | Added | History |
| iShares Tr464288836 | U.S. PHARMA ETF | 6,329 | $446.6K | <0.1% | −7,593−54.5% | Reduced | – |
| Morgan Stanley ETF Trust61774R833 | EATON VANCE FLTG | 9,033 | $446.7K | <0.1% | +9,033 | New | – |
| WMKWeis Markets Inc | COM | 5,802 | $447.0K | <0.1% | −16−0.3% | Reduced | History |
| TPCTutor Perini Corp | COM | 19,296 | $447.3K | <0.1% | −5,171−21.1% | Reduced | History |
| VKTXViking Therapeutics, Inc. | COM | 18,564 | $448.3K | <0.1% | +5,469+41.8% | Added | History |
| TACTransalta Corp | COM | 48,014 | $448.9K | <0.1% | −8,096−14.4% | Reduced | History |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 4,984 | $449.0K | <0.1% | +1,231+32.8% | Added | – |
| POWLPowell Industries Inc | Stock | 2,639 | $449.5K | <0.1% | −320−10.8% | Reduced | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 11,580 | $449.5K | <0.1% | −3,764−24.5% | Reduced | History |
| TVTXTravere Therapeutics, Inc. | COM | 25,103 | $449.8K | <0.1% | −357−1.4% | Reduced | History |
| NRCNRC Health | COM NEW | 35,162 | $450.1K | <0.1% | −25,378−41.9% | Reduced | History |
| GRSDGRANDSTAND Ltd | ORDINARY SHARES | 35,665 | $450.1K | <0.1% | −190−0.5% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 9,586 | $450.5K | <0.1% | +1,631+20.5% | Added | History |
| PEGAPegasystems Inc | COM | 6,481 | $450.6K | <0.1% | +1,779+37.8% | Added | History |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 9,513 | $451.7K | <0.1% | +360+3.9% | Added | – |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 6,635 | $452.1K | <0.1% | +77+1.2% | Added | History |
| ALVAutoliv Inc | COM | 5,125 | $453.3K | <0.1% | +1,106+27.5% | Added | History |
| ADArray Digital Infrastructure, Inc. | COM | 6,561 | $453.7K | <0.1% | −714−9.8% | Reduced | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 57,360 | $454.3K | <0.1% | +12,569+28.1% | Added | History |
| Fidelity High Dividend ETF316092840 | ETF | 9,164 | $454.5K | <0.1% | +9,164 | New | – |
| HRTGHeritage Insurance Holdings, Inc. | COM | 31,636 | $456.2K | <0.1% | +18,186+135.2% | Added | History |
| TRNTrinity Industries Inc | COM | 16,358 | $459.0K | <0.1% | −4,057−19.9% | Reduced | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 37,583 | $459.6K | <0.1% | −11,126−22.8% | Reduced | History |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 5,248 | $460.9K | <0.1% | +5,248 | New | – |
| AVAAvista Corp | COM | 11,031 | $461.9K | <0.1% | −4,398−28.5% | Reduced | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 13,578 | $462.1K | <0.1% | +461+3.5% | Added | History |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 14,869 | $463.0K | <0.1% | +1,052+7.6% | Added | – |
| ASTEAstec Industries Inc | COM | 13,452 | $463.4K | <0.1% | +7,207+115.4% | Added | History |
| iShares Tr46438G505 | IBONDS OCT 2026 | 17,850 | $463.8K | <0.1% | +4,251+31.3% | Added | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 9,247 | $464.2K | <0.1% | −20.0% | Reduced | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 17,416 | $465.2K | <0.1% | +4,185+31.6% | Added | History |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 32,637 | $465.4K | <0.1% | −2,107−6.1% | Reduced | History |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 20,936 | $465.8K | <0.1% | +2,620+14.3% | Added | – |
| SMGScotts Miracle-Gro Co | Stock | 8,496 | $466.3K | <0.1% | +400+4.9% | Added | History |
| NBISNebius Group N.V. | Stock | 22,166 | $467.9K | <0.1% | +14,896+204.9% | Added | History |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 7,728 | $468.5K | <0.1% | +4,323+127.0% | Added | – |
| YORWYork Water Co | COM | 13,555 | $470.1K | <0.1% | +12,089+824.6% | Added | History |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 12,275 | $470.3K | <0.1% | −2,737−18.2% | Reduced | History |
| HTOH2O America | COM | 8,604 | $470.5K | <0.1% | −710−7.6% | Reduced | History |
| GDVGabelli Dividend & Income Trust | COM | 19,511 | $470.8K | <0.1% | +19,511 | New | History |
| DDSDillard's, Inc. | CL A | 1,315 | $470.9K | <0.1% | −100−7.1% | Reduced | History |
| FBNCFirst Bancorp | COM | 11,737 | $471.1K | <0.1% | +67+0.6% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 14,212 | $471.4K | <0.1% | +4,433+45.3% | Added | History |
| CLBCore Laboratories Inc. | COM | 31,520 | $472.5K | <0.1% | −24,815−44.0% | Reduced | History |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 9,729 | $473.3K | <0.1% | +9,729 | New | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 14,592 | $473.9K | <0.1% | +1,397+10.6% | Added | History |
| UCTTUltra Clean Holdings, Inc. | COM | 22,179 | $474.9K | <0.1% | +6,899+45.2% | Added | History |
| iShares Tr464288406 | MRGSTR MD CP VAL | 6,403 | $475.0K | <0.1% | +818+14.6% | Added | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,347 | $475.5K | <0.1% | +9,347 | New | – |
| AXGNAxogen, Inc. | COM | 25,725 | $475.9K | <0.1% | +706+2.8% | Added | History |
| HTBHomeTrust Bancshares, Inc. | COM | 13,911 | $476.9K | <0.1% | +1,060+8.2% | Added | History |
Options (26)
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 | $6.46M | $1.69M |
| WFCWells Fargo & Company | Stock | – | $2.83M |
| PLTRPalantir Technologies Inc. | Stock | – | $2.51M |
| ISRGIntuitive Surgical Inc | COM NEW | $885.5K | – |
| AAPLApple Inc. | Stock | $142.1K | $450.8K |
| TGTTarget Corp | Stock | – | $386.3K |
| HDHome Depot, Inc. | Stock | $214.0K | – |
| UBERUber Technologies, Inc | Stock | – | $213.3K |
| MSTRStrategy Inc | Stock | – | $165.0K |
| SNOWSnowflake Inc. | Stock | $153.4K | – |
| RBLXRoblox Corp | Stock | $146.5K | – |
| CARTMaplebear Inc. | COM | $140.9K | – |
| NUNu Holdings Ltd. | ORD SHS CL A | $103.0K | – |
| DASHDoorDash, Inc. | Stock | $88.5K | – |
| DOCNDigitalOcean Holdings, Inc. | COM | $80.0K | – |
| INTCIntel Corp | Stock | – | $69.0K |
| APPAppLovin Corp | COM CL A | $60.6K | – |
| LRCXLam Research Corp | Stock | $52.3K | – |
| DBXDropbox, Inc. | CL A | $34.7K | – |
| HOODRobinhood Markets, Inc. | Stock | $28.4K | – |
| CINFCincinnati Financial Corp | COM | $27.9K | – |
| CSCOCisco Systems, Inc. | Stock | $10.7K | – |
| SCHWSchwab Charles Corp | Stock | $8.70K | – |
| BRK.BBerkshire Hathaway Inc | Stock | $6.78K | – |
| POETPoet Technologies Inc. | COM NEW | – | $4.60K |
| IRENIREN Ltd | ORDINARY SHARES | – | $700 |
Sold out since Q4 2024 (343)
Positions held at the end of Q4 2024 that are gone from this filing.
The largest 100 of 343 by value last quarter.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| OBDEBlue Owl Capital Corp III | COM SHS | 1,075,947 | $15.5M | <0.1% | History |
| QGENQiagen N.V. | Stock | 84,149 | $3.75M | <0.1% | History |
| CFBCrossfirst Bankshares, Inc. | COM | 224,565 | $3.40M | <0.1% | History |
| SUMSummit Materials, Inc. | CL A | 59,381 | $3.00M | <0.1% | History |
| CLFDClearfield, Inc. | COM | 96,040 | $2.98M | <0.1% | History |
| ProShares Tr74347G192 | ULTRAPRO SHT QQQ | 81,985 | $2.55M | <0.1% | – |
| HTLFHeartland Financial USA Inc | COM | 28,921 | $1.77M | <0.1% | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 146,149 | $1.77M | <0.1% | History |
| ALTRAltair Engineering Inc. | COM CL A | 13,859 | $1.51M | <0.1% | History |
| Direxion Shs ETF Tr25460G286 | TSLA BULL 1.5X | 53,900 | $1.48M | <0.1% | – |
| PFCPremier Financial Corp | COM | 57,735 | $1.48M | <0.1% | History |
| VTLEVital Energy, Inc. | COM | 46,126 | $1.43M | <0.1% | History |
| Barnes Group Inc067806109 | COM | 22,982 | $1.09M | <0.1% | – |
| RTORentokil Initial PLC | SPONSORED ADR | 42,335 | $1.07M | <0.1% | History |
| SMARSmartsheet Inc | COM CL A | 17,161 | $961.5K | <0.1% | History |
| ACHCAcadia Healthcare Company, Inc. | COM | 23,000 | $912.0K | <0.1% | History |
| ARCHArch Resources, Inc. | CL A | 5,981 | $844.7K | <0.1% | History |
| CNRCore Natural Resources, Inc. | COM | 6,183 | $659.6K | <0.1% | History |
| ALTMArcadium Lithium plc | Stock | 127,564 | $654.4K | <0.1% | History |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 5,817 | $594.9K | <0.1% | – |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 20,963 | $576.5K | <0.1% | History |
| REYNReynolds Consumer Products Inc. | COM | 21,065 | $568.5K | <0.1% | History |
| GEARRevelyst, Inc. | COM SHS | 29,494 | $567.2K | <0.1% | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 13,369 | $553.7K | <0.1% | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 13,223 | $535.3K | <0.1% | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 13,802 | $533.6K | <0.1% | – |
| iShares Inc464286145 | MSCI FRONTIER | 19,574 | $531.3K | <0.1% | – |
| APLSApellis Pharmaceuticals, Inc. | COM | 16,214 | $517.4K | <0.1% | History |
| MCBSMetroCity Bankshares, Inc. | COM | 16,146 | $515.9K | <0.1% | History |
| MESOMesoblast Ltd | ADR | 24,873 | $492.5K | <0.1% | History |
| FLYWFlywire Corp | COM VTG | 23,658 | $487.8K | <0.1% | History |
| OUTOUTFRONT Media Inc. | COM | 25,571 | $453.6K | <0.1% | History |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 19,943 | $429.8K | <0.1% | – |
| CNMDCONMED Corp | COM | 6,269 | $429.1K | <0.1% | History |
| Victory Portfolios II92647N527 | CORE BD ETF | 9,082 | $417.4K | <0.1% | – |
| PPBIPacific Premier Bancorp Inc | COM | 16,675 | $415.5K | <0.1% | History |
| AZPNAspen Technology, Inc. | COM | 1,649 | $411.6K | <0.1% | History |
| HCPHashiCorp, Inc. | COM CL A | 11,639 | $398.2K | <0.1% | History |
| iShares Tr46435G102 | CONV BD ETF | 4,621 | $392.7K | <0.1% | – |
| STKColumbia Seligman Premium Technology Growth Fund, Inc. | COM | 12,165 | $388.7K | <0.1% | History |
| FCFranklin Covey Co | COM | 10,202 | $383.4K | <0.1% | History |
| BANRBanner Corp | COM NEW | 5,725 | $382.3K | <0.1% | History |
| ASAIYSendas Distributor S.A. | SPON ADS | 83,051 | $371.2K | <0.1% | History |
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 6,453 | $354.7K | <0.1% | – |
| CDMOAvid Bioservices, Inc. | COM | 28,305 | $349.6K | <0.1% | History |
| ROICRetail Opportunity Investments Corp | COM | 20,094 | $348.8K | <0.1% | History |
| DOOBRP Inc. | COM SUN VTG | 6,828 | $347.3K | <0.1% | History |
| KRUSKura Sushi USA, Inc. | CL A COM | 3,720 | $337.0K | <0.1% | History |
| UANCVR Partners, LP | COM | 4,240 | $322.1K | <0.1% | History |
| NARIInari Medical, Inc. | Stock | 6,200 | $316.5K | <0.1% | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 4,488 | $315.5K | <0.1% | – |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 22,272 | $315.1K | <0.1% | History |
| MEIMethode Electronics Inc | COM | 26,641 | $314.1K | <0.1% | History |
| FRPTFreshpet, Inc. | Stock | 2,084 | $308.7K | <0.1% | History |
| Flexshares Tr33939L654 | US QT LW VLTY | 4,693 | $306.2K | <0.1% | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 2,895 | $301.7K | <0.1% | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 6,046 | $301.4K | <0.1% | – |
| MTTRMatterport, Inc. | COM CL A | 63,430 | $300.7K | <0.1% | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 6,044 | $300.6K | <0.1% | – |
| TBCHTurtle Beach Corp | COM NEW | 17,340 | $300.2K | <0.1% | History |
| ALRSAlerus Financial Corp | COM | 15,594 | $300.0K | <0.1% | History |
| RNGRingCentral, Inc. | CL A | 8,469 | $296.5K | <0.1% | History |
| Aim ETF Products Trust00888H703 | ALLIANZIM US EQT | 8,171 | $294.8K | <0.1% | – |
| MOVMovado Group Inc | COM | 14,939 | $294.0K | <0.1% | History |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 5,397 | $292.7K | <0.1% | – |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 5,745 | $277.2K | <0.1% | – |
| TNDMTandem Diabetes Care Inc | COM NEW | 7,582 | $273.1K | <0.1% | History |
| OSGOctave Specialty Group Inc | COM NEW | 21,210 | $268.3K | <0.1% | History |
| YOUClear Secure, Inc. | COM CL A | 9,999 | $266.4K | <0.1% | History |
| AATAmerican Assets Trust, Inc. | COM | 10,095 | $265.1K | <0.1% | History |
| SPDR Series Trust78468R531 | SPDR S&P 500 ESG | 4,670 | $263.8K | <0.1% | – |
| AAOIApplied Optoelectronics, Inc. | COM | 7,104 | $261.9K | <0.1% | History |
| GRVYGRAVITY Co., Ltd. | SPONSORED ADS NE | 4,142 | $261.4K | <0.1% | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 7,202 | $260.4K | <0.1% | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 8,181 | $257.6K | <0.1% | History |
| TCMDTactile Systems Technology Inc | COM | 15,017 | $257.2K | <0.1% | History |
| FETHFidelity Ethereum Fund | SHS | 7,641 | $255.3K | <0.1% | History |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 2,647 | $245.5K | <0.1% | – |
| UEUrban Edge Properties | COM | 11,323 | $243.5K | <0.1% | History |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 5,905 | $243.1K | <0.1% | – |
| PDSPrecision Drilling Corp | COM NEW | 3,970 | $242.4K | <0.1% | History |
| Schwab Strategic Tr808524656 | CRYPTO THEMATIC | 5,414 | $242.4K | <0.1% | – |
| THSTreeHouse Foods, Inc. | COM | 6,877 | $241.6K | <0.1% | History |
| BILLBILL Holdings, Inc. | Stock | 2,846 | $241.0K | <0.1% | History |
| CWHCamping World Holdings, Inc. | CL A | 11,390 | $240.1K | <0.1% | History |
| CCRNCross Country Healthcare Inc | COM | 13,068 | $237.3K | <0.1% | History |
| WWWWolverine World Wide Inc | COM | 10,566 | $234.6K | <0.1% | History |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 15,103 | $234.6K | <0.1% | History |
| iShares Tr46434V449 | MSCI INTL MOMENT | 6,217 | $232.5K | <0.1% | – |
| AZTAAzenta, Inc. | COM | 4,579 | $228.9K | <0.1% | History |
| iShares Tr464288166 | AGENCY BOND ETF | 2,114 | $228.3K | <0.1% | – |
| ALEXAlexander & Baldwin, Inc. | COM | 12,854 | $228.0K | <0.1% | History |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 10,326 | $221.7K | <0.1% | History |
| HONEHarborOne Bancorp, Inc. | COM NEW | 18,480 | $218.6K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 8,903 | $218.2K | <0.1% | – |
| SMPStandard Motor Products, Inc. | Stock | 7,010 | $217.2K | <0.1% | History |
| CDPCopt Defense Properties | REIT | 6,879 | $212.9K | <0.1% | History |
| Invesco Exchange Traded FD T46137V720 | LEISU ENTMT ETF | 4,058 | $211.8K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 4,549 | $209.6K | <0.1% | – |
| AOSLAlpha & Omega Semiconductor Ltd | SHS | 5,637 | $208.7K | <0.1% | History |