GWM Advisors LLC
- SEC CIK
- 0001633516
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Jun 3, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 4,126
- −88 vs. Q4 2025
- Portfolio value
- $27.7B
- +$122.4M (+0.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 3,365,597 | $854.2M | 3.1% | −66,699−1.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 3,427,577 | $592.3M | 2.1% | +103,145+3.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,572,845 | $582.2M | 2.1% | +60,460+4.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 879,831 | $574.7M | 2.1% | +76,462+9.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 2,102,077 | $437.8M | 1.6% | +51,522+2.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,434,818 | $422.1M | 1.5% | −23,482−1.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,289,339 | $370.8M | 1.3% | −126,473−8.9% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 605,643 | $361.9M | 1.3% | +4,192+0.7% | Added | – |
| WMTWalmart Inc. | Stock | 2,879,062 | $357.8M | 1.3% | −58,596−2.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 607,741 | $343.9M | 1.2% | +3,730+0.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 663,882 | $300.4M | 1.1% | +39,132+6.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 948,027 | $293.4M | 1.1% | −179,105−15.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 1,575,169 | $267.2M | 1.0% | −230,336−12.8% | Reduced | History |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 4,370,801 | $254.3M | 0.9% | −371,463−7.8% | Reduced | – |
| CVXChevron Corp | Stock | 1,212,537 | $250.9M | 0.9% | −122,319−9.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 407,031 | $232.9M | 0.8% | −9,639−2.3% | Reduced | History |
| VVisa Inc. | Stock | 757,409 | $228.9M | 0.8% | +16,206+2.2% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,141,620 | $224.0M | 0.8% | −78,652−6.4% | Reduced | – |
| JNJJohnson & Johnson | Stock | 888,033 | $217.1M | 0.8% | −16,441−1.8% | Reduced | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,755,901 | $210.9M | 0.8% | +295,758+12.0% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,821,181 | $206.0M | 0.7% | +71,674+4.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 715,045 | $205.1M | 0.7% | +49,018+7.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 2,467,602 | $191.5M | 0.7% | +386,151+18.6% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 2,443,575 | $181.7M | 0.7% | +407,636+20.0% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 858,916 | $181.4M | 0.7% | −56,305−6.2% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 404,600 | $176.7M | 0.6% | −1,302−0.3% | Reduced | – |
| LLYEli Lilly & Co | Stock | 184,095 | $169.3M | 0.6% | +7,734+4.4% | Added | History |
| TJXTJX Companies Inc | Stock | 1,026,095 | $163.9M | 0.6% | +2000.0% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,236,823 | $156.0M | 0.6% | −186,712−7.7% | Reduced | – |
| HDHome Depot, Inc. | Stock | 463,552 | $152.5M | 0.6% | −4,453−1.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 152,950 | $152.4M | 0.6% | −1,394−0.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 215,064 | $152.4M | 0.6% | −18,595−8.0% | Reduced | History |
| AGXArgan Inc | COM | 1,076,095 | $151.1M | 0.5% | +1,076,095 | New | History |
| PSXPhillips 66 | Stock | 824,364 | $150.2M | 0.5% | −172,591−17.3% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,296,726 | $147.2M | 0.5% | −32,405−1.4% | Reduced | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 5,609,062 | $147.0M | 0.5% | +394,557+7.6% | Added | – |
| TSLATesla, Inc. | Stock | 391,865 | $142.8M | 0.5% | +7,243+1.9% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,087,463 | $142.6M | 0.5% | +252,999+8.9% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 692,442 | $140.9M | 0.5% | +8,789+1.3% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 732,682 | $140.5M | 0.5% | +18,529+2.6% | Added | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 3,875,370 | $140.4M | 0.5% | +306,181+8.6% | Added | – |
| ABBVAbbVie Inc. | Stock | 632,140 | $137.5M | 0.5% | +5,648+0.9% | Added | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,336,231 | $123.3M | 0.4% | +280,940+26.6% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,358,502 | $123.0M | 0.4% | +81,248+6.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 381,666 | $122.4M | 0.4% | −38,482−9.2% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 271,252 | $116.7M | 0.4% | +16,400+6.4% | Added | History |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 3,290,414 | $108.4M | 0.4% | +201,227+6.5% | Added | – |
| SOSouthern Co | Stock | 1,039,273 | $100.3M | 0.4% | −126,421−10.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 2,927,297 | $98.9M | 0.4% | +179,577+6.5% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 1,437,974 | $98.2M | 0.4% | +125,245+9.5% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 398,773 | $95.7M | 0.3% | +22,679+6.0% | Added | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 924,211 | $93.1M | 0.3% | −52,991−5.4% | Reduced | – |
| WFCWells Fargo & Company | Stock | 1,143,655 | $91.0M | 0.3% | +23,330+2.1% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 315,510 | $90.6M | 0.3% | +622+0.2% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,292,841 | $89.1M | 0.3% | −191,430−7.7% | Reduced | – |
| PLDPrologis, Inc. | REIT | 667,027 | $88.2M | 0.3% | +8,741+1.3% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 451,779 | $86.7M | 0.3% | +40,922+10.0% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 203,180 | $86.6M | 0.3% | −7,749−3.7% | Reduced | – |
| HONHoneywell International Inc | COM | 378,454 | $85.5M | 0.3% | +11,353+3.1% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 854,978 | $84.9M | 0.3% | −83,741−8.9% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 242,190 | $81.8M | 0.3% | −9,803−3.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 262,557 | $81.6M | 0.3% | +114,529+77.4% | Added | History |
| PMPhilip Morris International Inc. | Stock | 485,191 | $80.2M | 0.3% | −3,093−0.6% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 496,994 | $79.7M | 0.3% | −28,786−5.5% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 245,536 | $78.1M | 0.3% | +7,808+3.3% | Added | History |
| iShares Tr464288588 | MBS ETF | 817,242 | $77.6M | 0.3% | +51,204+6.7% | Added | – |
| DELLDell Technologies Inc. | Stock | 457,665 | $75.1M | 0.3% | −47,435−9.4% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 662,281 | $73.8M | 0.3% | +527,578+391.7% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 586,348 | $72.9M | 0.3% | −12,289−2.1% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 986,959 | $72.7M | 0.3% | −101,109−9.3% | Reduced | – |
| BLKBlackRock, Inc. | Stock | 71,807 | $69.1M | 0.2% | −456−0.6% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 319,730 | $68.8M | 0.2% | −36,454−10.2% | Reduced | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 1,893,097 | $68.7M | 0.2% | +748,283+65.4% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 464,688 | $68.0M | 0.2% | −6,337−1.3% | Reduced | History |
| BABoeing Co | Stock | 330,553 | $65.8M | 0.2% | +735+0.2% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,214,872 | $65.7M | 0.2% | −30,068−2.4% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 928,191 | $65.1M | 0.2% | +42,358+4.8% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 2,838,987 | $65.0M | 0.2% | +2,203,995+347.1% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 1,307,335 | $64.7M | 0.2% | +120,342+10.1% | Added | – |
| IAUiShares Gold Trust | ETF | 727,251 | $64.1M | 0.2% | −450,450−38.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 187,706 | $63.4M | 0.2% | +72,393+62.8% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 877,072 | $62.4M | 0.2% | −648−0.1% | Reduced | History |
| TAT&T Inc. | Stock | 2,145,141 | $62.2M | 0.2% | +50,326+2.4% | Added | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 1,509,552 | $60.7M | 0.2% | +49,640+3.4% | Added | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 1,425,035 | $60.6M | 0.2% | +73,645+5.4% | Added | – |
| BNYBank of New York Mellon Corp | Stock | 509,956 | $60.5M | 0.2% | −5,663−1.1% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 71,010 | $59.7M | 0.2% | +2,167+3.1% | Added | History |
| CORCencora, Inc. | COM | 1,045,981 | $59.4M | 0.2% | +1,045,981 | New | History |
| SNXTD Synnex Corp | COM | 347,399 | $58.6M | 0.2% | +4,108+1.2% | Added | History |
| GPCGenuine Parts Co | Stock | 552,356 | $58.4M | 0.2% | +473,600+601.4% | Added | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,153,944 | $58.4M | 0.2% | −60,555−5.0% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,278,631 | $58.3M | 0.2% | +54,232+4.4% | Added | – |
| LOWLowes Companies Inc | Stock | 245,098 | $57.9M | 0.2% | +142,938+139.9% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 575,742 | $57.9M | 0.2% | +112,318+24.2% | Added | – |
| MAMastercard Inc | Stock | 114,809 | $57.4M | 0.2% | +5,684+5.2% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 618,327 | $57.3M | 0.2% | +142,687+30.0% | Added | – |
| ORCLOracle Corp | Stock | 381,102 | $56.1M | 0.2% | −49,359−11.5% | Reduced | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 234,688 | $55.8M | 0.2% | +69,883+42.4% | Added | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 1,663,897 | $55.5M | 0.2% | +147,805+9.7% | Added | – |
| KMBKimberly Clark Corp | Stock | 575,164 | $55.5M | 0.2% | +518,571+916.3% | Added | History |
Sold out since Q4 2025 (399)
Positions held at the end of Q4 2025 that are gone from this filing.
The largest 100 of 399 by value last quarter.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| HBCPHome Bancorp, Inc. | COM | 106,303 | $6.14M | <0.1% | History |
| RBB Fund Trust75526L860 | TWEEDY BROWNE | 271,807 | $3.51M | <0.1% | – |
| SNVSynovus Financial Corp | COM NEW | 65,166 | $3.26M | <0.1% | History |
| HIHillenbrand, Inc. | COM | 92,967 | $2.95M | <0.1% | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 19,514 | $1.86M | <0.1% | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 144,576 | $1.52M | <0.1% | History |
| MQTBlackRock Muniyield Quality Fund II, Inc. | COM | 139,571 | $1.50M | <0.1% | History |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 89,051 | $1.31M | <0.1% | History |
| SLDESlide Insurance Holdings, Inc. | COM | 65,547 | $1.28M | <0.1% | History |
| Invesco Exchng Trad SLF Inde46139W502 | INVT GRD DEFSV | 49,463 | $1.23M | <0.1% | – |
| New Gold Inc Cda644535106 | COM | 130,520 | $1.14M | <0.1% | – |
| PLTMGraniteShares Platinum Trust | SHS BEN INT | 56,300 | $1.11M | <0.1% | History |
| GNTGAMCO Natural Resources, Gold & Income Trust | SH BEN INT | 146,145 | $1.09M | <0.1% | History |
| FNGSBank of Montreal | NT LKD 38 | 12,424 | $845.5K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 34,317 | $833.5K | <0.1% | – |
| DIAXNuveen Dow 30sm Dynamic Overwrite Fund | SHS | 54,578 | $832.9K | <0.1% | History |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 53,736 | $808.7K | <0.1% | History |
| iShares Inc464286103 | MSCI AUST ETF | 29,266 | $766.5K | <0.1% | – |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 77,498 | $743.2K | <0.1% | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 13,681 | $738.4K | <0.1% | – |
| Fidelity Greenwood Street Tr31624J745 | HEDGED EQTY ETF | 23,788 | $735.3K | <0.1% | – |
| EXASExact Sciences Corp | COM | 6,916 | $702.4K | <0.1% | History |
| Avidity Biosciences, Inc.05370A108 | COM | 8,615 | $621.4K | <0.1% | – |
| FSFGFirst Savings Financial Group, Inc. | COM | 19,260 | $613.6K | <0.1% | History |
| TALTAL Education Group | SPONSORED ADS | 53,447 | $583.1K | <0.1% | History |
| Global X FDS37960A289 | PURECAP MSCI INF | 19,820 | $543.4K | <0.1% | – |
| CMAComerica Inc | COM | 6,248 | $543.1K | <0.1% | History |
| UVVUniversal Corp | COM | 10,040 | $529.6K | <0.1% | History |
| HCIHCI Group, Inc. | COM | 2,685 | $514.7K | <0.1% | History |
| HOSHornbeck Offshore Services, Inc. | Stock | 81,861 | $513.3K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 1,128 | $503.0K | <0.1% | – |
| BKTIBK Technologies Corp | COM NEW | 6,674 | $497.8K | <0.1% | History |
| STRTStrattec Security Corp | COM | 6,342 | $482.9K | <0.1% | History |
| ELAEnvela Corp | COM | 35,833 | $479.4K | <0.1% | History |
| GTLBGitlab Inc. | CLASS A COM | 12,543 | $470.7K | <0.1% | History |
| SEZLSezzle Inc. | COM | 7,204 | $457.3K | <0.1% | History |
| FXYInvesco CurrencyShares Japanese Yen Trust | JAPANESE YEN | 7,750 | $454.7K | <0.1% | History |
| BLEBlackRock Municipal Income Trust II | COM | 42,723 | $446.0K | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 14,703 | $444.6K | <0.1% | History |
| BNLBroadstone Net Lease, Inc. | COM | 23,823 | $413.8K | <0.1% | History |
| NCSMNCS Multistage Holdings, Inc. | COM NEW | 10,383 | $410.0K | <0.1% | History |
| Calamos ETF Tr12811T688 | CALLMOS BIT STRU | 15,750 | $378.8K | <0.1% | – |
| ESTCElastic N.V. | ORD SHS | 5,002 | $377.4K | <0.1% | History |
| LAURLaureate Education, Inc. | COMMON STOCK | 11,161 | $375.8K | <0.1% | History |
| CADECadence Bancorporation | EQUITY US CM | 8,710 | $373.1K | <0.1% | History |
| BFKBlackRock Municipal Income Trust | SH BEN INT | 36,996 | $371.1K | <0.1% | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 9,173 | $370.6K | <0.1% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 14,570 | $366.0K | <0.1% | History |
| BTABlackRock Long-Term Municipal Advantage Trust | COM | 36,161 | $335.6K | <0.1% | History |
| STOKStoke Therapeutics, Inc. | COM | 10,403 | $330.2K | <0.1% | History |
| Volatility Shs Tr92864M301 | 2X BITCOIN STRAT | 11,547 | $320.3K | <0.1% | – |
| IBEXIBEX Ltd | SHS NEW | 8,242 | $314.7K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E388 | S&P 500 EX RAT | 5,772 | $311.8K | <0.1% | – |
| CFBKCF Bankshares Inc. | COM | 11,811 | $294.7K | <0.1% | History |
| AMHAmerican Homes 4 Rent | CL A | 9,162 | $294.1K | <0.1% | History |
| NFBKNorthfield Bancorp, Inc. | COM | 25,666 | $293.4K | <0.1% | History |
| BCHBank of Chile | SPONSORED ADS | 7,575 | $287.9K | <0.1% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 3,743 | $286.3K | <0.1% | History |
| Virtus ETF Tr II92790A207 | NEWFLEET HIG YLD | 13,121 | $286.1K | <0.1% | – |
| ALGAlamo Group Inc | COM | 1,657 | $278.3K | <0.1% | History |
| First Tr Exchng Traded FD VI33740U588 | VEST US EQUITY M | 8,050 | $275.6K | <0.1% | – |
| NCZVirtus Convertible & Income Fund II | COM NEW | 19,350 | $266.6K | <0.1% | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 20,287 | $266.2K | <0.1% | History |
| GENCGencor Industries Inc | COM | 20,370 | $264.0K | <0.1% | History |
| HUNHuntsman CORP | COM | 26,187 | $261.9K | <0.1% | History |
| Neos ETF Trust78433H642 | BITCOIN HIGH INC | 5,653 | $248.8K | <0.1% | – |
| PFOFlaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | COM | 26,272 | $248.3K | <0.1% | History |
| TVTXTravere Therapeutics, Inc. | COM | 6,461 | $246.9K | <0.1% | History |
| CURICuriosityStream Inc. | COM CL A | 64,367 | $244.6K | <0.1% | History |
| DACDanaos Corp | SHS | 2,551 | $240.2K | <0.1% | History |
| USLMUnited States Lime & Minerals Inc | COM | 1,985 | $237.7K | <0.1% | History |
| EVCMEverCommerce Inc. | COM | 19,179 | $232.3K | <0.1% | History |
| EP.PCKinder Morgan, Inc. | Convertible Preferred | 4,700 | $231.0K | <0.1% | History |
| Nushares ETF Tr67092P102 | NUVEEN ENHNC YLD | 10,881 | $230.5K | <0.1% | – |
| BFSSaul Centers, Inc. | COM | 7,218 | $227.6K | <0.1% | History |
| STRAStrategic Education, Inc. | COM | 2,815 | $225.8K | <0.1% | History |
| MRKRMarker Therapeutics, Inc. | COM NEW | 149,000 | $222.0K | <0.1% | History |
| iShares Tr464289529 | INDIA 50 ETF | 4,448 | $219.2K | <0.1% | – |
| iShares Tr46436E338 | 20+ YEAR TR BD | 9,533 | $216.1K | <0.1% | – |
| Direxion Shares ETF Trust25460G609 | DAI ENE BUL ETF | 3,855 | $215.3K | <0.1% | – |
| TSSITSS, Inc. | COM | 30,389 | $214.8K | <0.1% | History |
| Global X FDS37960A297 | PURECAP MSCI COM | 6,984 | $207.9K | <0.1% | – |
| KELYAKelly Services Inc | CL A | 23,603 | $207.7K | <0.1% | History |
| J P Morgan Exchange Traded F46654Q625 | JPMORGAN NASDAQ | 3,553 | $207.3K | <0.1% | – |
| HESMHess Midstream LP | CL A SHS | 5,953 | $205.4K | <0.1% | History |
| WTIUBank of Montreal | MICROSECTORS LVG | 21,621 | $204.6K | <0.1% | History |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 5,224 | $204.0K | <0.1% | – |
| ALTOAlto Ingredients, Inc. | COM | 70,813 | $203.9K | <0.1% | History |
| PAYSPaysign, Inc. | COM | 37,896 | $195.2K | <0.1% | History |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3,495 | $191.8K | <0.1% | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 10,640 | $186.5K | <0.1% | – |
| MUEBlackRock Muniholdings Quality Fund II, Inc. | COM | 18,230 | $182.8K | <0.1% | History |
| VMDViemed Healthcare, Inc. | COM | 23,459 | $174.3K | <0.1% | History |
| CCAPCrescent Capital BDC, Inc. | COM | 12,279 | $172.5K | <0.1% | History |
| EPEmpire Petroleum Corp | COM | 56,064 | $170.4K | <0.1% | History |
| VBFInvesco Bond Fund | COM | 10,600 | $163.3K | <0.1% | History |
| JCAPJefferson Capital, Inc. | COM | 6,996 | $156.3K | <0.1% | History |
| CVLTCommvault Systems Inc | COM | 1,231 | $154.3K | <0.1% | History |
| BYMBlackRock Municipal Income Quality Trust | COM | 13,481 | $147.5K | <0.1% | History |
| MYNBlackRock Muniyield New York Quality Fund, Inc. | COM | 14,200 | $140.7K | <0.1% | History |