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 |
|---|---|---|---|---|---|---|---|
| TSITCW Strategic Income Fund Inc | COM | 10,437 | $50.7K | <0.1% | +10,437 | New | History |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 11,495 | $51.3K | <0.1% | +11,495 | New | History |
| TVGNTevogen Inc. | COM | 50,000 | $54.0K | <0.1% | 00.0% | Unchanged | History |
| HLLYHolley Inc. | COM | 21,240 | $54.6K | <0.1% | +21,240 | New | History |
| PLPlanet Labs PBC | COM CL A | 16,735 | $56.6K | <0.1% | +16,123+2,634.5% | Added | History |
| PANLPangaea Logistics Solutions Ltd. | SHS | 11,890 | $56.6K | <0.1% | +11,890 | New | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 10,742 | $56.6K | <0.1% | −5,099−32.2% | Reduced | History |
| GGTGabelli Multimedia Trust Inc. | COM | 12,247 | $56.7K | <0.1% | −4,418−26.5% | Reduced | History |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 35,795 | $56.9K | <0.1% | −69−0.2% | Reduced | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 10,600 | $57.0K | <0.1% | −2,188−17.1% | Reduced | History |
| CLOVClover Health Investments, Corp. | COM CL A | 16,129 | $57.9K | <0.1% | +16,129 | New | History |
| BBCPConcrete Pumping Holdings, Inc. | COM | 10,669 | $58.3K | <0.1% | +10,669 | New | History |
| BFLYButterfly Network, Inc. | COM CL A | 25,588 | $58.3K | <0.1% | +2,163+9.2% | Added | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 20,200 | $58.4K | <0.1% | +7,585+60.1% | Added | History |
| ATXSAstria Therapeutics, Inc. | COM | 10,959 | $58.5K | <0.1% | +10,862+11,197.9% | Added | History |
| RBBNRibbon Communications Inc. | COM | 14,939 | $58.6K | <0.1% | +14,900+38,205.1% | Added | History |
| SERVServe Robotics Inc. | COM | 10,268 | $59.0K | <0.1% | +10,268 | New | History |
| AURAAura Biosciences, Inc. | COM | 10,157 | $59.5K | <0.1% | −11,258−52.6% | Reduced | History |
| PLTKPlaytika Holding Corp. | COM | 11,543 | $59.7K | <0.1% | +11,218+3,451.7% | Added | History |
| BMBLBumble Inc. | COM CL A | 13,781 | $59.8K | <0.1% | −38,211−73.5% | Reduced | History |
| PACBPacific Biosciences of California, Inc. | COM | 50,797 | $59.9K | <0.1% | −46,019−47.5% | Reduced | History |
| RLAYRelay Therapeutics, Inc. | COM | 23,117 | $60.6K | <0.1% | −6,415−21.7% | Reduced | History |
| CADLCandel Therapeutics, Inc. | COM | 10,742 | $60.7K | <0.1% | +10,742 | New | History |
| GGNGAMCO Global Gold, Natural Resources & Income Trust | COM SH BEN INT | 13,931 | $60.9K | <0.1% | +518+3.9% | Added | History |
| PGENPrecigen, Inc. | COM | 41,390 | $61.7K | <0.1% | +16,213+64.4% | Added | History |
| EGHT8X8 Inc | COM | 31,147 | $62.3K | <0.1% | −11,369−26.7% | Reduced | History |
| BLNDBlend Labs, Inc. | CL A | 18,760 | $62.8K | <0.1% | +18,369+4,698.0% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 10,494 | $62.9K | <0.1% | +10,494 | New | History |
| RVSBRiverview Bancorp Inc | COM | 11,145 | $63.0K | <0.1% | 00.0% | Unchanged | History |
| QUADQuad/Graphics, Inc. | COM CL A | 11,622 | $63.3K | <0.1% | +11,622 | New | History |
| ERASErasca, Inc. | COM | 46,695 | $64.0K | <0.1% | +24,011+105.8% | Added | History |
| SBSafe Bulkers, Inc. | COM | 17,434 | $64.3K | <0.1% | +17,434 | New | History |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 25,046 | $65.4K | <0.1% | +25,046 | New | – |
| AVIRAtea Pharmaceuticals, Inc. | COM | 22,341 | $66.8K | <0.1% | 00.0% | Unchanged | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 101,712 | $66.9K | <0.1% | 00.0% | Unchanged | History |
| SENSSenseonics Holdings, Inc. | COM | 102,974 | $67.6K | <0.1% | +13,800+15.5% | Added | History |
| NRGVEnergy Vault Holdings, Inc. | COM | 98,499 | $68.5K | <0.1% | +50+0.1% | Added | History |
| SSPE.W. Scripps Co | CL A NEW | 23,428 | $69.3K | <0.1% | −334−1.4% | Reduced | History |
| DERMJourney Medical Corp | COM | 11,764 | $69.4K | <0.1% | 00.0% | Unchanged | History |
| ARRYArray Technologies, Inc. | COM SHS | 14,282 | $69.6K | <0.1% | +2,121+17.4% | Added | History |
| EBSEmergent BioSolutions Inc. | COM | 14,468 | $70.3K | <0.1% | −1,532−9.6% | Reduced | History |
| VISNVistance Networks, Inc. | COM | 13,259 | $70.4K | <0.1% | −5,701−30.1% | Reduced | History |
| IHSIHS Holding Ltd | ORD SHS | 13,869 | $72.4K | <0.1% | +1,089+8.5% | Added | History |
| RAILFreightCar America, Inc. | COM | 13,300 | $73.5K | <0.1% | 00.0% | Unchanged | History |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 31,073 | $74.6K | <0.1% | −10,428−25.1% | Reduced | History |
| OXLCOxford Lane Capital Corp. | COM | 15,804 | $74.6K | <0.1% | +1,016+6.9% | Added | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 13,017 | $74.8K | <0.1% | +13,017 | New | History |
| AIOTPowerfleet, Inc. | COM | 13,694 | $75.2K | <0.1% | −7,917−36.6% | Reduced | History |
| EVGOEVgo Inc. | CL A COM | 28,353 | $75.4K | <0.1% | +7,679+37.1% | Added | History |
| SEATVivid Seats Inc. | COM CL A | 25,657 | $75.9K | <0.1% | −6,627−20.5% | Reduced | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 10,105 | $76.3K | <0.1% | +10,096+112,177.8% | Added | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 50,708 | $77.6K | <0.1% | +32,371+176.5% | Added | History |
| AMPYAmplify Energy Corp. | COM | 20,788 | $77.7K | <0.1% | +20,788 | New | History |
| VIRVir Biotechnology, Inc. | COM | 11,999 | $77.8K | <0.1% | −2,189−15.4% | Reduced | History |
| RWTRedwood Trust Inc | COM | 12,892 | $78.3K | <0.1% | +2,256+21.2% | Added | History |
| DMFBNY Mellon Municipal Income, Inc. | COM | 10,921 | $78.4K | <0.1% | +10,921 | New | History |
| REALTheRealReal, Inc. | COM | 14,869 | $80.1K | <0.1% | +3,664+32.7% | Added | History |
| BAKBraskem SA | SP ADR PFD A | 21,114 | $81.3K | <0.1% | −3,870−15.5% | Reduced | History |
| ADAMAdamas Trust, Inc. | COM | 12,561 | $81.5K | <0.1% | +12,561 | New | History |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 13,132 | $82.2K | <0.1% | −694−5.0% | Reduced | History |
| ORGOOrganogenesis Holdings Inc. | COM | 19,187 | $82.9K | <0.1% | +1,154+6.4% | Added | History |
| IAGIamgold Corp | COM | 13,311 | $83.2K | <0.1% | +2,294+20.8% | Added | History |
| OPENOpendoor Technologies Inc. | COM | 82,008 | $83.6K | <0.1% | +8,255+11.2% | Added | History |
| STOKStoke Therapeutics, Inc. | COM | 12,598 | $83.8K | <0.1% | +12,598 | New | History |
| PLXProtalix BioTherapeutics, Inc. | COM | 32,740 | $83.8K | <0.1% | +32,740 | New | History |
| ABCLAbCellera Biologics Inc. | COM | 38,347 | $85.5K | <0.1% | −33,079−46.3% | Reduced | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 40,230 | $85.7K | <0.1% | −30−0.1% | Reduced | History |
| WVEWave Life Sciences, Inc. | SHS | 10,623 | $85.8K | <0.1% | +10,623 | New | History |
| ASLEAerSale Corp | COM | 11,640 | $87.2K | <0.1% | +11,391+4,574.7% | Added | History |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 10,975 | $87.4K | <0.1% | −12,130−52.5% | Reduced | History |
| SWIMLatham Group, Inc. | COM | 13,703 | $88.1K | <0.1% | +2,163+18.7% | Added | History |
| RCSPIMCO Strategic Income Fund, Inc. | CEF | 14,253 | $89.1K | <0.1% | +3,406+31.4% | Added | History |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 10,828 | $90.8K | <0.1% | −250−2.3% | Reduced | History |
| AIVApartment Investment & Management Co | CL A | 10,450 | $92.0K | <0.1% | +10,450 | New | History |
| WVVIWillamette Valley Vineyards Inc | COM | 15,600 | $92.7K | <0.1% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 20,296 | $92.8K | <0.1% | −1,748−7.9% | Reduced | History |
| BRSPBrightSpire Capital, Inc. | COM CL A | 17,011 | $94.6K | <0.1% | −2,685−13.6% | Reduced | History |
| New Gold Inc Cda644535106 | COM | 25,504 | $94.6K | <0.1% | +4,600+22.0% | Added | – |
| OPTUOptimum Communications, Inc. | CL A | 35,678 | $94.9K | <0.1% | 00.0% | Unchanged | History |
| DOMOHuckleberry.ai, Inc. | Stock | 12,473 | $96.8K | <0.1% | +10,074+419.9% | Added | History |
| CCLDCareCloud, Inc. | COM | 70,091 | $97.4K | <0.1% | +70,091 | New | History |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 32,045 | $97.7K | <0.1% | −10,916−25.4% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 12,950 | $98.0K | <0.1% | +12,950 | New | History |
| BTEBaytex Energy Corp. | COM | 44,427 | $99.1K | <0.1% | −2,999−6.3% | Reduced | History |
| VKIInvesco Advantage Municipal Income Trust II | SH BEN INT | 11,660 | $99.6K | <0.1% | +200+1.7% | Added | History |
| Metals Acquisition CorpG60409110 | ORD SHS | 10,452 | $99.7K | <0.1% | −3,948−27.4% | Reduced | – |
| ASCArdmore Shipping Corp | COM | 10,235 | $100.2K | <0.1% | −3,261−24.2% | Reduced | History |
| Veren Inc92340V107 | COM NEW | 15,412 | $102.0K | <0.1% | −3,971−20.5% | Reduced | – |
| ARVNArvinas, Inc. | COM | 14,818 | $104.0K | <0.1% | +14,144+2,098.5% | Added | History |
| GRFSGrifols SA | SP ADR REP B NVT | 14,788 | $105.1K | <0.1% | +397+2.8% | Added | History |
| PBIPitney Bowes Inc | COM | 11,640 | $105.3K | <0.1% | +11,640 | New | History |
| GGBGerdau S.A. | SPON ADR REP PFD | 37,118 | $105.4K | <0.1% | −63,669−63.2% | Reduced | History |
| CLIRClearSign Technologies Corp | COM | 141,853 | $106.4K | <0.1% | −68,433−32.5% | Reduced | History |
| FIGSFIGS, Inc. | CL A | 23,373 | $107.3K | <0.1% | +23,373 | New | History |
| BBBLACKBERRY Ltd | COM | 28,492 | $107.4K | <0.1% | −3,544−11.1% | Reduced | History |
| QUBTQuantum Computing Inc. | COM | 13,460 | $107.7K | <0.1% | +13,460 | New | History |
| HNSTHonest Company, Inc. | COM | 22,934 | $107.8K | <0.1% | +1,117+5.1% | Added | History |
| HPPHudson Pacific Properties, Inc. | COM | 36,628 | $108.1K | <0.1% | +7,531+25.9% | Added | History |
| TRVITrevi Therapeutics, Inc. | COM | 17,231 | $108.4K | <0.1% | +17,231 | New | History |
| TDAYUSA TODAY Co., Inc. | COM | 37,577 | $108.6K | <0.1% | −49,877−57.0% | Reduced | 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 |