IFP Advisors, Inc
- SEC CIK
- 0001641866
- Latest filing
- Jul 20, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Oct 12, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 3,311
- −149 vs. Q2 2023
- Portfolio value
- $2.22B
- +$241.4M (+12.2%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 1,187,211 | $59.8M | 2.7% | +45,551+4.0% | Added | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 885,917 | $52.6M | 2.4% | −41,852−4.5% | Reduced | – |
| AAPLApple Inc. | Stock | 306,738 | $52.5M | 2.4% | −18,980−5.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 73,647 | $31.5M | 1.4% | −6,420−8.0% | Reduced | History |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 465,586 | $29.6M | 1.3% | +67,853+17.1% | Added | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 287,859 | $26.4M | 1.2% | −8,518−2.9% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 242,299 | $24.4M | 1.1% | +18,095+8.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 52,021 | $22.3M | 1.0% | +314+0.6% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 58,737 | $21.1M | 0.9% | +2,560+4.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 65,053 | $20.5M | 0.9% | −9,777−13.1% | Reduced | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 406,718 | $20.4M | 0.9% | +31,638+8.4% | Added | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 468,833 | $20.3M | 0.9% | +428,762+1,070.0% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 293,215 | $20.2M | 0.9% | −52,007−15.1% | Reduced | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 424,054 | $20.0M | 0.9% | −5,394−1.3% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 289,138 | $19.8M | 0.9% | −9,390−3.1% | Reduced | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 195,806 | $19.6M | 0.9% | −456−0.2% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 279,082 | $19.5M | 0.9% | +14,450+5.5% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 622,151 | $19.4M | 0.9% | +28,473+4.8% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 126,771 | $18.0M | 0.8% | +31,181+32.6% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 240,093 | $17.5M | 0.8% | −30,287−11.2% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 144,464 | $17.0M | 0.8% | +59,032+69.1% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 61,740 | $16.8M | 0.8% | +10,553+20.6% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 246,187 | $16.7M | 0.7% | +6,998+2.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 46,735 | $16.4M | 0.7% | −7,617−14.0% | Reduced | History |
| iShares Tr46434V860 | TRS FLT RT BD | 320,916 | $16.3M | 0.7% | +30,064+10.3% | Added | – |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 542,350 | $16.1M | 0.7% | −136,617−20.1% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 180,008 | $16.0M | 0.7% | −114,399−38.9% | Reduced | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 649,352 | $15.6M | 0.7% | +602,322+1,280.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 326,811 | $15.6M | 0.7% | −12,037−3.6% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 159,185 | $15.0M | 0.7% | −10,153−6.0% | Reduced | – |
| iShares S&P 100 ETF464287101 | ETF | 74,558 | $15.0M | 0.7% | +4,672+6.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 107,349 | $13.6M | 0.6% | −30,927−22.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 34,595 | $13.6M | 0.6% | +2,320+7.2% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 497,665 | $13.4M | 0.6% | +5,421+1.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 98,912 | $12.9M | 0.6% | −24,900−20.1% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 215,079 | $12.7M | 0.6% | −179,919−45.5% | Reduced | – |
| iShares Core High Dividend ETF46429B663 | ETF | 124,721 | $12.3M | 0.6% | +877+0.7% | Added | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 468,355 | $12.3M | 0.6% | −54,530−10.4% | Reduced | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 317,324 | $11.9M | 0.5% | +13,351+4.4% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 237,308 | $11.7M | 0.5% | −40,416−14.6% | Reduced | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 154,431 | $11.7M | 0.5% | +11,631+8.1% | Added | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 351,112 | $11.4M | 0.5% | +550.0% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 213,894 | $10.7M | 0.5% | −7,842−3.5% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 113,599 | $10.3M | 0.5% | −17,852−13.6% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 202,833 | $10.3M | 0.5% | −4,844−2.3% | Reduced | – |
| Pacer FDS Tr69374H428 | ARIST HIGH ETF | 218,924 | $10.2M | 0.5% | +40,833+22.9% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 142,555 | $10.1M | 0.5% | −12,780−8.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 186,149 | $9.97M | 0.4% | +13,232+7.7% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 95,642 | $9.88M | 0.4% | +1,561+1.7% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 46,323 | $9.84M | 0.4% | −12,429−21.2% | Reduced | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 411,097 | $9.80M | 0.4% | −54,909−11.8% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 61,604 | $9.57M | 0.4% | −5,166−7.7% | Reduced | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 295,334 | $9.35M | 0.4% | +156,535+112.8% | Added | – |
| Goldman Sachs ETF Tr381430438 | EQUAL WEIGHT US | 152,043 | $9.08M | 0.4% | −8,814−5.5% | Reduced | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 59,028 | $9.08M | 0.4% | +6,310+12.0% | Added | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 215,650 | $9.07M | 0.4% | −10,126−4.5% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 149,527 | $8.86M | 0.4% | +11,321+8.2% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 165,345 | $8.24M | 0.4% | +1,543+0.9% | Added | – |
| NVDANVIDIA Corp | Stock | 18,860 | $8.20M | 0.4% | +2,123+12.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 15,842 | $7.99M | 0.4% | +676+4.5% | Added | History |
| PGProcter & Gamble Co | Stock | 53,462 | $7.80M | 0.4% | +2,983+5.9% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 172,961 | $7.56M | 0.3% | +3,706+2.2% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 252,042 | $7.55M | 0.3% | −17,438−6.5% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 13,306 | $7.52M | 0.3% | +527+4.1% | Added | History |
| MAMastercard Inc | Stock | 18,918 | $7.49M | 0.3% | −2,785−12.8% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 149,200 | $7.44M | 0.3% | +1,596+1.1% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 29,588 | $7.38M | 0.3% | −586−1.9% | Reduced | – |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 132,071 | $7.38M | 0.3% | +8,267+6.7% | Added | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 21,846 | $7.32M | 0.3% | +1,306+6.4% | Added | History |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 251,742 | $7.20M | 0.3% | +250,576+21,490.2% | Added | – |
| ABBVAbbVie Inc. | Stock | 48,030 | $7.16M | 0.3% | +1,299+2.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 48,596 | $7.05M | 0.3% | −15,107−23.7% | Reduced | History |
| CVXChevron Corp | Stock | 41,604 | $7.02M | 0.3% | −825−1.9% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 80,018 | $6.91M | 0.3% | +2,955+3.8% | Added | – |
| VVisa Inc. | Stock | 29,842 | $6.86M | 0.3% | +911+3.1% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 474,547 | $6.66M | 0.3% | +31,395+7.1% | Added | History |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 189,688 | $6.28M | 0.3% | +2,394+1.3% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 35,091 | $6.20M | 0.3% | −21,852−38.4% | Reduced | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 109,156 | $6.15M | 0.3% | +6,575+6.4% | Added | – |
| SBUXStarbucks Corp | Stock | 67,286 | $6.14M | 0.3% | −12,314−15.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 39,102 | $6.09M | 0.3% | −2,378−5.7% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 35,480 | $6.08M | 0.3% | +200+0.6% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 63,900 | $6.03M | 0.3% | +3,820+6.4% | Added | – |
| LLYEli Lilly & Co | Stock | 11,093 | $5.96M | 0.3% | +4,010+56.6% | Added | History |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 102,505 | $5.73M | 0.3% | −2,130−2.0% | Reduced | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 225,519 | $5.72M | 0.3% | +31,275+16.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 42,485 | $5.60M | 0.3% | −3,329−7.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 17,504 | $5.29M | 0.2% | −891−4.8% | Reduced | History |
| CHDNChurchill Downs Inc | COM | 45,453 | $5.27M | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 37,557 | $5.18M | 0.2% | −909−2.4% | Reduced | – |
| iShares Tr46432F388 | MSCI USA VALUE | 57,044 | $5.18M | 0.2% | +4,174+7.9% | Added | – |
| BXBlackstone Inc. | COM | 48,256 | $5.17M | 0.2% | −1,116−2.3% | Reduced | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 208,715 | $5.09M | 0.2% | −17,066−7.6% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 122,535 | $5.06M | 0.2% | −19,353−13.6% | Reduced | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 109,909 | $5.05M | 0.2% | +17,547+19.0% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 45,440 | $5.02M | 0.2% | +574+1.3% | Added | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 47,825 | $4.85M | 0.2% | +41,655+675.1% | Added | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 195,959 | $4.85M | 0.2% | +21,645+12.4% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 139,865 | $4.79M | 0.2% | +33,783+31.8% | Added | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 106,242 | $4.71M | 0.2% | −6,434−5.7% | Reduced | – |
Sold out since Q2 2023 (360)
Positions held at the end of Q2 2023 that are gone from this filing.
The largest 100 of 360 by value last quarter.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 179,789 | $8.61M | 0.4% | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 165,332 | $4.90M | 0.2% | – |
| VIXYProShares Trust II | VIX SH TRM FUTRS | 122,484 | $3.60M | 0.2% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 14,276 | $2.74M | 0.1% | History |
| iShares Inc464286517 | JP MORGAN EM ETF | 56,227 | $2.57M | 0.1% | – |
| CDECoeur Mining, Inc. | COM NEW | 195,044 | $1.54M | 0.1% | History |
| IONQIonQ, Inc. | COM | 147,694 | $1.36M | 0.1% | History |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 18,441 | $927.0K | <0.1% | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 7,210 | $874.8K | <0.1% | – |
| Global X FDS37960A503 | NASDAQ 100 RIS | 34,411 | $845.8K | <0.1% | – |
| NUONuveen Ohio Quality Municipal Income Fund | COM | 53,422 | $735.6K | <0.1% | History |
| JACKJack in the Box Inc | COM | 6,673 | $536.6K | <0.1% | History |
| GPORGulfport Energy Corp | COMMON SHARES | 7,044 | $513.9K | <0.1% | History |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 9,036 | $469.0K | <0.1% | – |
| PRGSProgress Software Corp | COM | 10,908 | $418.7K | <0.1% | History |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 11,379 | $284.8K | <0.1% | – |
| Atlis Motor Vehicles Inc049506108 | CLASS A COM | 3,000 | $246.4K | <0.1% | – |
| ProShares Tr74348A814 | INFLATN EXPECTNS | 8,336 | $239.1K | <0.1% | – |
| CLBCore Laboratories Inc. | COM | 2,239 | $233.4K | <0.1% | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 8,986 | $217.7K | <0.1% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 6,544 | $198.5K | <0.1% | – |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 7,916 | $198.4K | <0.1% | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 5,931 | $184.0K | <0.1% | – |
| Credit Suisse Group225401108 | SPONSORED ADR | 7,264 | $163.8K | <0.1% | – |
| NTESNetEase, Inc. | SPONSORED ADS | 703 | $163.4K | <0.1% | History |
| PUBMPubMatic, Inc. | COM CL A | 5,208 | $153.4K | <0.1% | History |
| VXXBarclays Bank PLC | IPTH SR B S&P | 3,273 | $143.3K | <0.1% | History |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 930 | $134.2K | <0.1% | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 2,212 | $91.8K | <0.1% | – |
| UVXYProShares Trust II | ULTRA VIX SHORT | 2,393 | $91.2K | <0.1% | History |
| FIRYFiry Inc. | COM | 3,675 | $83.5K | <0.1% | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 3,118 | $76.5K | <0.1% | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 2,815 | $71.5K | <0.1% | – |
| INVAInnoviva, Inc. | COM | 4,579 | $68.5K | <0.1% | History |
| DCPDCP Midstream, LP | COM UT LTD PTN | 1,535 | $64.4K | <0.1% | History |
| RBARB Global Inc. | COM | 1,842 | $64.1K | <0.1% | History |
| SNFIStark Novus Financial Inc. | COM CL A | 3,500 | $63.7K | <0.1% | History |
| LOGCContextLogic Inc. | COM CL A | 2,583 | $51.8K | <0.1% | History |
| Kraneshares Trust500767405 | BOSERA MSCI CHIN | 1,500 | $50.0K | <0.1% | – |
| Innovator ETFs Trust45782C672 | US EQT ULTRA BF | 1,853 | $46.4K | <0.1% | – |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 550 | $45.7K | <0.1% | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 929 | $45.5K | <0.1% | – |
| TRIThomson Reuters Corp | COM NEW | 753 | $37.1K | <0.1% | History |
| Simplify Exchange Traded Fun82889N756 | CONVEXITY ETF | 1,384 | $34.8K | <0.1% | – |
| ETF Managers Tr26924G706 | WEDBUSH VID GAME | 638 | $34.3K | <0.1% | – |
| BRDSBird Global, Inc. | COM CL A | 4,000 | $33.4K | <0.1% | History |
| FRSXForesight Autonomous Holdings Ltd. | SPONSORED ADS | 9,000 | $26.7K | <0.1% | History |
| SKXSkechers USA Inc | CL A | 890 | $26.2K | <0.1% | History |
| Fidelity Covington Trust316092261 | PFD SECS I | 1,000 | $25.0K | <0.1% | – |
| VITLVital Farms, Inc. | COM | 677 | $23.9K | <0.1% | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 1,565 | $23.2K | <0.1% | History |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 500 | $22.4K | <0.1% | – |
| ProShares Tr74347B110 | ULTRAPRO SHORT S | 772 | $20.9K | <0.1% | – |
| OUSTOuster, Inc. | COM | 1,824 | $20.4K | <0.1% | History |
| GTYGetty Realty Corp | COM | 760 | $20.2K | <0.1% | History |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 1,062 | $19.3K | <0.1% | History |
| ABBNYABB Ltd | SPONSORED ADR | 1,023 | $18.6K | <0.1% | History |
| iShares Tr46435U440 | USD GRN BOND ETF | 355 | $17.8K | <0.1% | – |
| AGQProShares Trust II | ULTRA SILVER NEW | 500 | $15.5K | <0.1% | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 3,871 | $15.4K | <0.1% | History |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 600 | $13.7K | <0.1% | History |
| BDCBelden Inc. | COM | 374 | $13.5K | <0.1% | History |
| ESIElement Solutions Inc | COM | 1,061 | $12.4K | <0.1% | History |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 500 | $12.3K | <0.1% | – |
| DEIDouglas Emmett Inc | COM | 318 | $12.2K | <0.1% | History |
| MTDRMatador Resources Co | COM | 454 | $12.0K | <0.1% | History |
| iShares Tr464289180 | MSCI EURO FL ETF | 414 | $10.6K | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 270 | $8.86K | <0.1% | – |
| Enerplus Corp292766102 | COM | 692 | $8.65K | <0.1% | – |
| AAONAaon, Inc. | COM PAR $0.004 | 274 | $8.51K | <0.1% | History |
| TFSLTFS Financial CORP | COM | 513 | $8.23K | <0.1% | History |
| BINIBollinger Innovations, Inc. | COMMON STOCK | 675 | $7.95K | <0.1% | History |
| FCFFirst Commonwealth Financial Corp | COM | 500 | $7.93K | <0.1% | History |
| EVFEaton Vance Senior Income Trust | SH BEN INT | 1,200 | $7.91K | <0.1% | History |
| HIXWestern Asset High Income Fund II Inc. | COM | 1,212 | $7.88K | <0.1% | History |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 300 | $7.41K | <0.1% | – |
| CXHMFS Investment Grade Municipal Trust | SH BEN INT | 800 | $7.37K | <0.1% | History |
| GFIGold Fields Ltd | SPONSORED ADR | 2,000 | $7.10K | <0.1% | History |
| CRAICra International, Inc. | COM | 129 | $7.04K | <0.1% | History |
| WLKPWestlake Chemical Partners LP | COM UNIT RP LP | 300 | $6.96K | <0.1% | History |
| FFFutureFuel Corp. | COM | 500 | $6.71K | <0.1% | History |
| PARRPar Pacific Holdings, Inc. | COM NEW | 360 | $6.67K | <0.1% | History |
| EQCEQC Liquidating Trust | COM SH BEN INT | 212 | $6.58K | <0.1% | History |
| SPDR Series Trust78464A722 | ST STR SP PHARMA | 150 | $6.41K | <0.1% | – |
| iShares Tr464287374 | NORTH AMERN NAT | 173 | $6.38K | <0.1% | – |
| MHDBlackRock Muniholdings Fund, Inc. | COM | 412 | $6.33K | <0.1% | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 235 | $5.85K | <0.1% | – |
| SVRASavara Inc | COM | 600 | $5.81K | <0.1% | History |
| RCELAVITA Medical, Inc. | COM | 183 | $5.59K | <0.1% | History |
| IPARInterparfums Inc | COM | 105 | $5.55K | <0.1% | History |
| WGOWinnebago Industries Inc | COM | 154 | $5.55K | <0.1% | History |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 404 | $5.39K | <0.1% | History |
| MVFBlackRock Munivest Fund, Inc. | COM | 600 | $5.27K | <0.1% | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 198 | $4.95K | <0.1% | – |
| Listed FDS Tr53656F805 | SHARES LAG CAP | 200 | $4.94K | <0.1% | – |
| NGLNGL Energy Partners LP | COM UNIT REPST | 426 | $4.94K | <0.1% | History |
| MQTBlackRock Muniyield Quality Fund II, Inc. | COM | 400 | $4.85K | <0.1% | History |
| AELAmerican National Group Inc. | COM | 423 | $4.82K | <0.1% | History |
| AYXAlteryx, Inc. | COM CL A | 136 | $4.78K | <0.1% | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 191 | $4.76K | <0.1% | – |