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 |
|---|---|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 553,039 | $40.2M | <0.1% | +54,305+10.9% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 229,811 | $39.8M | <0.1% | +35,562+18.3% | Added | – |
| ORLYO Reilly Automotive Inc | Stock | 27,703 | $39.7M | <0.1% | +5,827+26.6% | Added | History |
| DUKDuke Energy CORP | Stock | 325,261 | $39.7M | <0.1% | +15,200+4.9% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 293,692 | $39.4M | <0.1% | +17,853+6.5% | Added | – |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 554,678 | $38.8M | <0.1% | −8,472−1.5% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 502,421 | $38.5M | <0.1% | +166,575+49.6% | Added | – |
| INTUIntuit Inc. | Stock | 62,098 | $38.1M | <0.1% | +5,881+10.5% | Added | History |
| MOAltria Group, Inc. | Stock | 621,183 | $37.3M | <0.1% | +55,163+9.7% | Added | History |
| Zacks Trust98888G105 | EARNGS CONSTANT | 1,229,669 | $37.0M | <0.1% | +1,229,669 | New | – |
| PLTRPalantir Technologies Inc. | Stock | 437,943 | $37.0M | <0.1% | −29,194−6.2% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 299,492 | $36.5M | <0.1% | +32,277+12.1% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 304,121 | $35.3M | <0.1% | +28,971+10.5% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 804,453 | $35.2M | <0.1% | +40,658+5.3% | Added | – |
| BXBlackstone Inc. | COM | 250,684 | $35.0M | <0.1% | +2,582+1.0% | Added | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 685,834 | $35.0M | <0.1% | −16,781−2.4% | Reduced | – |
| TMUST-Mobile US, Inc. | Stock | 128,098 | $34.2M | <0.1% | +17,758+16.1% | Added | History |
| WMWaste Management Inc | Stock | 147,292 | $34.1M | <0.1% | +8,598+6.2% | Added | History |
| APHAmphenol Corp | CL A | 518,864 | $34.0M | <0.1% | +40,984+8.6% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 138,513 | $33.9M | <0.1% | −4,027−2.8% | Reduced | – |
| USBUS Bancorp DE | COM NEW | 794,100 | $33.5M | <0.1% | +118,026+17.5% | Added | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 1,418,353 | $33.5M | <0.1% | +88,985+6.7% | Added | – |
| iShares Tr464288117 | INTL TREA BD ETF | 848,710 | $33.5M | <0.1% | +41,515+5.1% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 545,669 | $33.3M | <0.1% | +27,890+5.4% | Added | History |
| COPConocoPhillips | Stock | 314,749 | $33.1M | <0.1% | +43,866+16.2% | Added | History |
| AMATApplied Materials Inc | Stock | 225,128 | $32.7M | <0.1% | +18,927+9.2% | Added | History |
| LINLinde PLC | Stock | 69,986 | $32.6M | <0.1% | +10,287+17.2% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 298,041 | $32.6M | <0.1% | +11,324+3.9% | Added | History |
| SYKStryker Corp | Stock | 86,269 | $32.1M | <0.1% | +5,681+7.0% | Added | History |
| SHOPShopify Inc. | Stock | 335,374 | $32.0M | <0.1% | +37,891+12.7% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 407,894 | $32.0M | <0.1% | −24,366−5.6% | Reduced | – |
| MSTRStrategy Inc | Stock | 110,505 | $31.9M | <0.1% | +6,063+5.8% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 186,328 | $31.8M | <0.1% | +12,737+7.3% | Added | History |
| MSMorgan Stanley | Stock | 270,543 | $31.6M | <0.1% | +29,194+12.1% | Added | History |
| SAPSAP SE | ADR | 114,409 | $30.7M | <0.1% | +9,424+9.0% | Added | History |
| CARRCarrier Global Corp | Stock | 483,182 | $30.6M | <0.1% | +33,166+7.4% | Added | History |
| CCitigroup Inc | Stock | 430,109 | $30.5M | <0.1% | +20,893+5.1% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 271,554 | $30.4M | <0.1% | +29,027+12.0% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 158,698 | $30.2M | <0.1% | +22,998+16.9% | Added | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 1,103,187 | $30.1M | <0.1% | +21,613+2.0% | Added | – |
| ICEIntercontinental Exchange, Inc. | Stock | 172,199 | $29.7M | <0.1% | +41,578+31.8% | Added | History |
| PSXPhillips 66 | Stock | 237,681 | $29.3M | <0.1% | +14,359+6.4% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 115,731 | $29.1M | <0.1% | −7,495−6.1% | Reduced | – |
| TTTrane Technologies plc | SHS | 86,263 | $29.1M | <0.1% | +18,580+27.5% | Added | History |
| INTCIntel Corp | Stock | 1,267,927 | $28.8M | <0.1% | +175,963+16.1% | Added | History |
| KLACKLA Corp | COM NEW | 42,281 | $28.7M | <0.1% | +1,860+4.6% | Added | History |
| TGTTarget Corp | Stock | 274,389 | $28.6M | <0.1% | −11,080−3.9% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 292,785 | $28.2M | <0.1% | +51,386+21.3% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 295,091 | $28.1M | <0.1% | −23,705−7.4% | Reduced | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 234,996 | $28.1M | <0.1% | −7,624−3.1% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,126,076 | $28.0M | <0.1% | −99,787−8.1% | Reduced | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 254,303 | $27.8M | <0.1% | −2,666−1.0% | Reduced | – |
| MDLZMondelez International, Inc. | Stock | 409,161 | $27.8M | <0.1% | +66,721+19.5% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 813,047 | $27.8M | <0.1% | +36,262+4.7% | Added | History |
| WELLWelltower Inc. | REIT | 178,182 | $27.3M | <0.1% | +15,679+9.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 135,308 | $27.3M | <0.1% | +15,446+12.9% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 374,073 | $27.1M | <0.1% | +9,843+2.7% | Added | History |
| DHRDanaher Corp | Stock | 132,015 | $27.1M | <0.1% | +4,482+3.5% | Added | History |
| MMM3M Co | Stock | 184,146 | $27.0M | <0.1% | +20,750+12.7% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 109,813 | $26.8M | <0.1% | +10,106+10.1% | Added | History |
| OKEONEOK Inc | COM | 267,102 | $26.5M | <0.1% | +16,642+6.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 357,461 | $26.0M | <0.1% | +156,914+78.2% | Added | History |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 269,795 | $26.0M | <0.1% | +237,272+729.6% | Added | – |
| BSXBoston Scientific Corp | Stock | 258,011 | $26.0M | <0.1% | +37,383+16.9% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 674,737 | $25.9M | <0.1% | −20,068−2.9% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 50,570 | $25.9M | <0.1% | +7,531+17.5% | Added | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,119,023 | $25.8M | <0.1% | +37,089+3.4% | Added | – |
| UPSUnited Parcel Service Inc | Stock | 232,725 | $25.6M | <0.1% | −14,633−5.9% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 175,488 | $25.6M | <0.1% | +15,139+9.4% | Added | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 997,338 | $25.5M | <0.1% | −43,075−4.1% | Reduced | – |
| AFLAflac Inc | Stock | 227,717 | $25.3M | <0.1% | +6,610+3.0% | Added | History |
| RYRoyal Bank of Canada | Stock | 223,960 | $25.2M | <0.1% | +1,793+0.8% | Added | History |
| EOGEOG Resources Inc | Stock | 196,436 | $25.2M | <0.1% | −10,234−5.0% | Reduced | History |
| SHELShell plc | ADR | 342,767 | $25.1M | <0.1% | +37,040+12.1% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 94,948 | $25.1M | <0.1% | +7,453+8.5% | Added | History |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 608,476 | $25.0M | <0.1% | +24,299+4.2% | Added | – |
| CICigna Group | Stock | 75,942 | $25.0M | <0.1% | +17,296+29.5% | Added | History |
| PGRProgressive Corp | Stock | 88,115 | $24.9M | <0.1% | +11,915+15.6% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 84,105 | $24.8M | <0.1% | +10,297+14.0% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 245,934 | $24.7M | <0.1% | −8,712−3.4% | Reduced | – |
| ULUnilever PLC | SPON ADR NEW | 412,930 | $24.6M | <0.1% | +100,237+32.1% | Added | History |
| iShares Core High Dividend ETF46429B663 | ETF | 202,010 | $24.5M | <0.1% | +4,805+2.4% | Added | – |
| BLKBlackRock, Inc. | Stock | 25,679 | $24.3M | <0.1% | +2,331+10.0% | Added | History |
| AJGArthur J. Gallagher & Co. | COM | 70,248 | $24.3M | <0.1% | +5,831+9.1% | Added | History |
| ASMLASML Holding NV | ADR | 36,515 | $24.2M | <0.1% | −8,784−19.4% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 255,713 | $24.0M | <0.1% | +47,350+22.7% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 169,052 | $23.7M | <0.1% | +45,242+36.5% | Added | – |
| CLColgate Palmolive Co | Stock | 253,181 | $23.7M | <0.1% | +31,176+14.0% | Added | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 557,443 | $23.7M | <0.1% | +22,119+4.1% | Added | – |
| MDTMedtronic plc | Stock | 261,476 | $23.5M | <0.1% | +45,858+21.3% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 442,255 | $23.2M | <0.1% | +60,635+15.9% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 373,474 | $23.1M | <0.1% | +146,244+64.4% | Added | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 854,195 | $23.0M | <0.1% | +741,459+657.7% | Added | – |
| EMREmerson Electric Co | Stock | 208,392 | $22.8M | <0.1% | +10,293+5.2% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 454,686 | $22.6M | <0.1% | +45,939+11.2% | Added | – |
| DLRDigital Realty Trust, Inc. | COM | 157,481 | $22.6M | <0.1% | +933+0.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 37,028 | $22.5M | <0.1% | +7,471+25.3% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 89,722 | $22.3M | <0.1% | +9,150+11.4% | Added | History |
| MARMarriott International Inc | Stock | 93,103 | $22.2M | <0.1% | +1,193+1.3% | Added | History |
| SNOWSnowflake Inc. | Stock | 150,366 | $22.0M | <0.1% | +2,465+1.7% | 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% | – |
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| Schwab Strategic Tr808524656 | CRYPTO THEMATIC | 5,414 | $242.4K | <0.1% | – |
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| 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 |