Wealthspire Advisors, LLC
- SEC CIK
- 0001646247
- Latest filing
- Aug 11, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 534
- −43 vs. Q3 2021
- Portfolio value
- $4.52B
- −$299.1M (−6.2%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 1,221,467 | $582.6M | 12.9% | +103,749+9.3% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,020,021 | $445.3M | 9.9% | −1,950−0.2% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,134,666 | $415.0M | 9.2% | +161,079+3.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,729,758 | $292.6M | 6.5% | +106,872+1.9% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 723,449 | $204.8M | 4.5% | −442,886−38.0% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 794,620 | $191.9M | 4.2% | −19,824−2.4% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 354,551 | $168.4M | 3.7% | −230,349−39.4% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,262,024 | $144.5M | 3.2% | +65,008+5.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 3,488,926 | $135.6M | 3.0% | +186,841+5.7% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,952,342 | $124.1M | 2.7% | +329,899+20.3% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 383,846 | $97.8M | 2.2% | +19,363+5.3% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 502,009 | $91.8M | 2.0% | +48,907+10.8% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,747,442 | $86.4M | 1.9% | −106,598−5.7% | Reduced | – |
| ACNAccenture plc | Stock | 145,604 | $60.4M | 1.3% | +88,591+155.4% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 231,858 | $52.4M | 1.2% | +12,223+5.6% | Added | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 1,470,345 | $48.5M | 1.1% | +286,651+24.2% | Added | – |
| CMECME Group Inc. | COM | 210,653 | $48.1M | 1.1% | −8,685−4.0% | Reduced | History |
| AAPLApple Inc. | Stock | 268,385 | $47.7M | 1.1% | −61,643−18.7% | Reduced | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,490,434 | $39.8M | 0.9% | −208,773−12.3% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 328,808 | $37.4M | 0.8% | −176,655−34.9% | Reduced | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 1,412,321 | $35.3M | 0.8% | +35,673+2.6% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 103,431 | $31.6M | 0.7% | −1,912−1.8% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 90,690 | $30.5M | 0.7% | −5,103−5.3% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 262,729 | $30.0M | 0.7% | +38,472+17.2% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 460,263 | $28.2M | 0.6% | −2,121−0.5% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 118,177 | $26.1M | 0.6% | +1,977+1.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 372,526 | $22.3M | 0.5% | +110,204+42.0% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 308,329 | $21.9M | 0.5% | +83,762+37.3% | Added | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 450,197 | $21.4M | 0.5% | +51,578+12.9% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 95,189 | $21.2M | 0.5% | −8,912−8.6% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 161,827 | $20.9M | 0.5% | −18,664−10.3% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 176,607 | $20.5M | 0.5% | −5,285−2.9% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 233,314 | $19.8M | 0.4% | +114,292+96.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 5,878 | $19.6M | 0.4% | −923−13.6% | Reduced | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 349,256 | $18.5M | 0.4% | +290,032+489.7% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 50,566 | $16.2M | 0.4% | −1,138−2.2% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 126,894 | $14.8M | 0.3% | +15,216+13.6% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 211,765 | $13.9M | 0.3% | +40,570+23.7% | Added | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 202,367 | $13.8M | 0.3% | +43,928+27.7% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 80,851 | $13.6M | 0.3% | −7,592−8.6% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 147,211 | $12.3M | 0.3% | −32,776−18.2% | Reduced | – |
| CHHChoice Hotels International Inc | COM | 77,297 | $12.1M | 0.3% | +150.0% | Added | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 58,091 | $11.6M | 0.3% | −964−1.6% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 77,726 | $11.4M | 0.3% | +2,463+3.3% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 356,182 | $10.6M | 0.2% | +19,321+5.7% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 37,546 | $10.4M | 0.2% | +29+0.1% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 154,296 | $9.70M | 0.2% | +10,983+7.7% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 188,005 | $9.66M | 0.2% | −66,113−26.0% | Reduced | – |
| First Tr Energy Infrastrctr33738C103 | COM | 694,566 | $9.40M | 0.2% | +32,205+4.9% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 115,986 | $9.13M | 0.2% | −436,509−79.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 3,103 | $8.99M | 0.2% | −1,017−24.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 26,610 | $8.95M | 0.2% | −5,109−16.1% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 162,749 | $8.94M | 0.2% | +754+0.5% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 82,315 | $8.43M | 0.2% | −4,631−5.3% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 48,563 | $8.30M | 0.2% | −5,766−10.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,532 | $7.93M | 0.2% | −6,158−18.8% | Reduced | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 27,546 | $7.76M | 0.2% | +20,989+320.1% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 143,674 | $7.74M | 0.2% | −15,552−9.8% | Reduced | – |
| iShares Tr464288257 | MSCI ACWI ETF | 71,245 | $7.54M | 0.2% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 55,071 | $7.46M | 0.2% | +35,007+174.5% | Added | History |
| TSLATesla, Inc. | Stock | 7,031 | $7.43M | 0.2% | −2,415−25.6% | Reduced | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 188,632 | $7.43M | 0.2% | −1,292−0.7% | Reduced | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 57,051 | $7.34M | 0.2% | −700−1.2% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 59,321 | $7.27M | 0.2% | −6,990−10.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 2,471 | $7.15M | 0.2% | +10.0% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 83,371 | $7.13M | 0.2% | +9,741+13.2% | Added | – |
| PFEPfizer Inc | Stock | 115,653 | $6.83M | 0.2% | −17,115−12.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 39,725 | $6.82M | 0.2% | −383−1.0% | Reduced | – |
| KOCoca Cola Co | Stock | 113,872 | $6.74M | 0.1% | +9,683+9.3% | Added | History |
| HDHome Depot, Inc. | Stock | 15,564 | $6.46M | 0.1% | −2,815−15.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 36,238 | $6.20M | 0.1% | −6,586−15.4% | Reduced | History |
| ARESAres Management Corp | CL A COM STK | 76,037 | $6.18M | 0.1% | −1,528−2.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 12,286 | $6.17M | 0.1% | −828−6.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 37,089 | $6.07M | 0.1% | −2,534−6.4% | Reduced | History |
| VZVerizon Communications Inc | Stock | 116,640 | $6.06M | 0.1% | −2,831−2.4% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,393 | $5.90M | 0.1% | −3,008−20.9% | Reduced | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 43,992 | $5.83M | 0.1% | +894+2.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 34,702 | $5.50M | 0.1% | −6,194−15.1% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 19,877 | $5.26M | 0.1% | −700−3.4% | Reduced | – |
| BACBank of America Corp | Stock | 116,678 | $5.19M | 0.1% | −27,672−19.2% | Reduced | History |
| iShares Tr46434V282 | U S EQUITY FACTR | 111,215 | $5.18M | 0.1% | −383−0.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 17,467 | $5.14M | 0.1% | +6,966+66.3% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,813 | $5.10M | 0.1% | −2,034−13.7% | Reduced | – |
| PEPPepsiCo Inc | Stock | 29,332 | $5.09M | 0.1% | +1,123+4.0% | Added | History |
| BXBlackstone Inc. | COM | 37,142 | $4.81M | 0.1% | −947−2.5% | Reduced | History |
| SWNSouthwestern Energy Co | COM | 970,961 | $4.53M | 0.1% | −209,090−17.7% | Reduced | History |
| CPKChesapeake Utilities Corp | COM | 29,087 | $4.24M | 0.1% | +26+0.1% | Added | History |
| VVisa Inc. | Stock | 19,515 | $4.23M | 0.1% | −6,767−25.7% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 75,292 | $4.18M | 0.1% | −529−0.7% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 53,171 | $4.08M | 0.1% | +5,048+10.5% | Added | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 80,247 | $4.05M | 0.1% | −1,965−2.4% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 24,692 | $3.87M | 0.1% | −947−3.7% | Reduced | – |
| ABTAbbott Laboratories | Stock | 26,520 | $3.73M | 0.1% | +670+2.6% | Added | History |
| EVREvercore Inc. | CLASS A | 27,445 | $3.73M | 0.1% | +27,445 | New | History |
| MAMastercard Inc | Stock | 10,115 | $3.63M | 0.1% | −1,202−10.6% | Reduced | History |
| DISWalt Disney Co | Stock | 23,372 | $3.62M | 0.1% | −4,586−16.4% | Reduced | History |
| MCDMcDonalds Corp | Stock | 12,960 | $3.47M | 0.1% | +1,037+8.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,048 | $3.43M | 0.1% | −1,490−19.8% | Reduced | History |
| GEGeneral Electric Co | Stock | 36,319 | $3.43M | 0.1% | −629−1.7% | Reduced | History |
| PAGPenske Automotive Group, Inc. | COM | 32,000 | $3.43M | 0.1% | −56−0.2% | Reduced | History |
Sold out since Q3 2021 (112)
Positions held at the end of Q3 2021 that are gone from this filing.
The largest 100 of 112 by value last quarter.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| iShares Inc464286525 | MSCI GBL MIN VOL | 965,855 | $99.2M | 2.1% | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 812,196 | $41.0M | 0.9% | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 1,039,432 | $39.4M | 0.8% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 324,378 | $33.0M | 0.7% | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 547,116 | $33.0M | 0.7% | – |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 887,704 | $22.4M | 0.5% | – |
| BZHBeazer Homes USA Inc | COM NEW | 684,485 | $11.8M | 0.2% | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 239,087 | $11.0M | 0.2% | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 194,035 | $10.8M | 0.2% | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 75,859 | $6.53M | 0.1% | – |
| KDMNKadmon Holdings, Inc. | COM | 389,000 | $3.39M | 0.1% | History |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 126,594 | $2.91M | 0.1% | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 120,864 | $2.55M | 0.1% | History |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 38,261 | $2.33M | <0.1% | – |
| SPDR Index Shs FDS78463X459 | ST STR SP GLBDIV | 35,000 | $2.31M | <0.1% | – |
| Osi ETF Tr67110P100 | OSHARES US SMLCP | 64,000 | $2.22M | <0.1% | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 48,650 | $1.89M | <0.1% | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 54,485 | $1.82M | <0.1% | – |
| iShares Tr464288273 | EAFE SML CP ETF | 24,200 | $1.80M | <0.1% | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 37,850 | $1.57M | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 38,000 | $1.48M | <0.1% | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 112,012 | $1.37M | <0.1% | History |
| J P Morgan Exchange-Traded F46641Q795 | US DIVIDEND | 39,000 | $1.24M | <0.1% | – |
| CATYCathay General Bancorp | COM | 28,158 | $1.17M | <0.1% | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 33,364 | $983.0K | <0.1% | – |
| Global X FDS37950E549 | GLB X SUPERDIV | 67,500 | $893.0K | <0.1% | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 23,000 | $868.0K | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 18,050 | $701.0K | <0.1% | – |
| JLLJones Lang Lasalle Inc | COM | 2,811 | $697.0K | <0.1% | History |
| ZBRAZebra Technologies Corp | CL A | 1,168 | $602.0K | <0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,607 | $601.0K | <0.1% | History |
| BCEBce Inc | COM NEW | 11,806 | $591.0K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 8,134 | $588.0K | <0.1% | History |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 42,361 | $586.0K | <0.1% | History |
| ULTAUlta Beauty, Inc. | Stock | 1,610 | $581.0K | <0.1% | History |
| STESTERIS plc | SHS USD | 2,834 | $579.0K | <0.1% | History |
| MTCHMatch Group, Inc. | COM | 3,669 | $576.0K | <0.1% | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 5,537 | $575.0K | <0.1% | – |
| RVTYRevvity, Inc. | COM | 3,098 | $537.0K | <0.1% | History |
| TGTXTG Therapeutics, Inc. | COM | 14,913 | $496.0K | <0.1% | History |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 48,787 | $478.0K | <0.1% | History |
| MKLMarkel Group Inc. | COM | 399 | $477.0K | <0.1% | History |
| WDAYWorkday, Inc. | CL A | 1,856 | $464.0K | <0.1% | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 7,250 | $454.0K | <0.1% | – |
| LULUlululemon athletica inc. | Stock | 1,075 | $435.0K | <0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 4,298 | $435.0K | <0.1% | – |
| OSHOak Street Health, Inc. | COM | 10,000 | $425.0K | <0.1% | History |
| TRVTravelers Companies, Inc. | Stock | 2,758 | $419.0K | <0.1% | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 9,557 | $396.0K | <0.1% | – |
| CPBCAMPBELL'S Co | COM | 9,011 | $377.0K | <0.1% | History |
| IAAIAA, Inc. | COM | 6,821 | $372.0K | <0.1% | History |
| UBSIUnited Bankshares Inc | COM | 10,108 | $368.0K | <0.1% | History |
| DOCHealthpeak Properties, Inc. | COM | 10,902 | $365.0K | <0.1% | History |
| iShares Tr464288588 | MBS ETF | 3,376 | $365.0K | <0.1% | – |
| TWLOTwilio Inc | CL A | 1,126 | $359.0K | <0.1% | History |
| TMToyota Motor Corp | ADS | 2,016 | $358.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 2,466 | $355.0K | <0.1% | – |
| VICIVici Properties Inc. | COM | 12,383 | $352.0K | <0.1% | History |
| CIIBlackRock Enhanced Large Cap Core Fund, Inc. | COM | 17,250 | $348.0K | <0.1% | History |
| XYZBlock, Inc. | CL A | 1,431 | $343.0K | <0.1% | History |
| ECORelectroCore, Inc. | COM | 300,026 | $339.0K | <0.1% | History |
| FBINFortune Brands Innovations, Inc. | COM | 3,582 | $320.0K | <0.1% | History |
| BHCBausch Health Companies Inc. | Stock | 11,422 | $318.0K | <0.1% | History |
| CVNACarvana Co. | CL A | 1,051 | $317.0K | <0.1% | History |
| NNYNuveen New York Municipal Value Fund | COM | 31,000 | $311.0K | <0.1% | History |
| DLTRDollar Tree, Inc. | COM | 3,159 | $302.0K | <0.1% | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 20,863 | $300.0K | <0.1% | – |
| WisdomTree Tr97717X560 | EQUITY PREMIUM | 8,924 | $291.0K | <0.1% | – |
| IPInternational Paper Co | COM | 5,186 | $290.0K | <0.1% | History |
| SESea Ltd | SPONSORD ADS | 904 | $288.0K | <0.1% | History |
| ANSSAnsys Inc | COM | 844 | $287.0K | <0.1% | History |
| BILLBILL Holdings, Inc. | Stock | 1,050 | $280.0K | <0.1% | History |
| AAgilent Technologies, Inc. | COM | 1,777 | $280.0K | <0.1% | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 20,000 | $276.0K | <0.1% | History |
| JEFJefferies Financial Group Inc. | COM | 6,909 | $257.0K | <0.1% | History |
| SAPSAP SE | ADR | 1,864 | $252.0K | <0.1% | History |
| KRNTKornit Digital Ltd. | SHS | 1,740 | $252.0K | <0.1% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,707 | $250.0K | <0.1% | History |
| iShares Inc464286772 | MSCI STH KOR ETF | 3,046 | $246.0K | <0.1% | – |
| SNPSSynopsys Inc | COM | 814 | $244.0K | <0.1% | History |
| ANVSAnnovis Bio, Inc. | COM | 7,500 | $238.0K | <0.1% | History |
| CAGConagra Brands Inc. | Stock | 6,969 | $236.0K | <0.1% | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,405 | $231.0K | <0.1% | History |
| RIORio Tinto PLC | ADR | 3,414 | $228.0K | <0.1% | History |
| USOUnited States Oil Fund, LP | UNITS | 4,241 | $223.0K | <0.1% | History |
| MRNAModerna, Inc. | Stock | 578 | $222.0K | <0.1% | History |
| SNAPSnap Inc | Stock | 2,995 | $221.0K | <0.1% | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,318 | $218.0K | <0.1% | – |
| PFGPrincipal Financial Group Inc | COM | 3,392 | $218.0K | <0.1% | History |
| TRIThomson Reuters Corp | COM NEW | 1,970 | $218.0K | <0.1% | History |
| ENBEnbridge Inc | Stock | 5,405 | $215.0K | <0.1% | History |
| MTBM&T Bank Corp | COM | 1,408 | $210.0K | <0.1% | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 4,600 | $208.0K | <0.1% | – |
| STEWSRH Total Return Fund, Inc. | COM | 15,789 | $207.0K | <0.1% | History |
| LUVSouthwest Airlines Co | COM | 4,022 | $207.0K | <0.1% | History |
| DKNGDraftKings Inc. | COM CL A | 4,229 | $204.0K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E115 | S&P SMLCP INFO | 1,435 | $200.0K | <0.1% | – |
| VTRSViatris Inc | Stock | 13,198 | $179.0K | <0.1% | History |
| EVMEaton Vance California Municipal Bond Fund | COM | 13,270 | $158.0K | <0.1% | History |
| FNBFNB Corp | COM | 12,654 | $147.0K | <0.1% | History |