EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 3,038
- −29 vs. Q2 2024
- Portfolio value
- $1.58B
- +$73.6M (+4.9%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 159,736 | $61.3M | 3.9% | +7,224+4.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,131,884 | $59.8M | 3.8% | +12,246+1.1% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 289,985 | $50.6M | 3.2% | +13,534+4.9% | Added | – |
| AAPLApple Inc. | Stock | 203,947 | $47.5M | 3.0% | −2,413−1.2% | Reduced | History |
| IAUiShares Gold Trust | ETF | 658,428 | $32.7M | 2.1% | +7,059+1.1% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 279,489 | $25.7M | 1.6% | +6,674+2.4% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 124,688 | $24.7M | 1.6% | +460.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 54,278 | $23.4M | 1.5% | +200.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 43,220 | $22.8M | 1.4% | +1,691+4.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 451,210 | $21.6M | 1.4% | +10,325+2.3% | Added | – |
| Elevation Series Trust210322202 | SOVE CAP FLOU FD | 680,685 | $20.7M | 1.3% | +37,215+5.8% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 258,883 | $20.6M | 1.3% | +5,440+2.1% | Added | – |
| NVDANVIDIA Corp | Stock | 165,700 | $20.1M | 1.3% | +3,603+2.2% | Added | History |
| TSLATesla, Inc. | Stock | 73,284 | $19.2M | 1.2% | +1,093+1.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 67,180 | $19.0M | 1.2% | −420−0.6% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 100,878 | $18.8M | 1.2% | +7,098+7.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 108,581 | $18.0M | 1.1% | +3,465+3.3% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 63,207 | $17.8M | 1.1% | −2,033−3.1% | Reduced | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 315,694 | $17.5M | 1.1% | −720−0.2% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 342,881 | $17.2M | 1.1% | +6,856+2.0% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 215,846 | $17.0M | 1.1% | +3,214+1.5% | Added | – |
| PGRProgressive Corp | Stock | 64,501 | $16.4M | 1.0% | −855−1.3% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 462,020 | $15.8M | 1.0% | +5,062+1.1% | Added | – |
| AVGOBroadcom Inc. | Stock | 80,459 | $13.9M | 0.9% | −731,791−90.1% | ReducedConverted for a 10-for-1 split | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 57,210 | $13.6M | 0.9% | +1,373+2.5% | Added | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 135,355 | $13.3M | 0.8% | +5,235+4.0% | Added | – |
| KKRKKR & Co. Inc. | COM | 98,342 | $12.8M | 0.8% | −1,089−1.1% | Reduced | History |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 564,255 | $12.5M | 0.8% | +1,433+0.3% | Added | – |
| HDHome Depot, Inc. | Stock | 29,316 | $11.9M | 0.8% | +259+0.9% | Added | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 133,868 | $11.8M | 0.7% | +58,653+78.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,361 | $11.7M | 0.7% | +971+5.0% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 179,671 | $11.3M | 0.7% | +13,315+8.0% | Added | – |
| iShares Tr464288588 | MBS ETF | 117,091 | $11.2M | 0.7% | −678−0.6% | Reduced | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 295,414 | $10.7M | 0.7% | +11,032+3.9% | Added | – |
| CRHCRH Public Ltd Co | ORD | 114,657 | $10.6M | 0.7% | +2,685+2.4% | Added | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 222,667 | $10.5M | 0.7% | +1,405+0.6% | Added | – |
| AMATApplied Materials Inc | Stock | 49,408 | $9.98M | 0.6% | +225+0.5% | Added | History |
| CVXChevron Corp | Stock | 67,246 | $9.90M | 0.6% | −5,403−7.4% | Reduced | History |
| AMGNAmgen Inc | Stock | 29,471 | $9.50M | 0.6% | −49−0.2% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 247,197 | $9.20M | 0.6% | −34,125−12.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 54,989 | $9.19M | 0.6% | −3,238−5.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 19,868 | $9.14M | 0.6% | +907+4.8% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 304,099 | $9.00M | 0.6% | −562−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 15,652 | $8.96M | 0.6% | −38−0.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 9,969 | $8.84M | 0.6% | +77+0.8% | Added | History |
| AZOAutoZone Inc | COM | 2,743 | $8.64M | 0.5% | −8−0.3% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 88,587 | $8.63M | 0.5% | +84,365+1,998.2% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 140,318 | $8.48M | 0.5% | +20,267+16.9% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 101,174 | $8.39M | 0.5% | −6,292−5.9% | Reduced | – |
| BXBlackstone Inc. | COM | 52,769 | $8.08M | 0.5% | −1,390−2.6% | Reduced | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 104,796 | $7.88M | 0.5% | +1,701+1.6% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 98,463 | $7.72M | 0.5% | +2,331+2.4% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 132,522 | $7.66M | 0.5% | +2,330+1.8% | Added | – |
| DHIHorton D R Inc | COM | 38,622 | $7.37M | 0.5% | −69−0.2% | Reduced | History |
| AMHAmerican Homes 4 Rent | CL A | 187,714 | $7.21M | 0.5% | +1,678+0.9% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 45,129 | $6.84M | 0.4% | −2,065−4.4% | Reduced | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 107,910 | $6.84M | 0.4% | +3,255+3.1% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 31,875 | $6.72M | 0.4% | +288+0.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,441 | $6.56M | 0.4% | −577−4.8% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 109,258 | $6.50M | 0.4% | +3,059+2.9% | Added | – |
| COPConocoPhillips | Stock | 61,567 | $6.48M | 0.4% | −903−1.4% | Reduced | History |
| PFNPIMCO Income Strategy Fund II | COM | 826,917 | $6.30M | 0.4% | +28,427+3.6% | Added | History |
| PPGPPG Industries Inc | Stock | 45,825 | $6.07M | 0.4% | −7,975−14.8% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,657 | $5.88M | 0.4% | −1,376−8.1% | Reduced | – |
| WMTWalmart Inc. | Stock | 69,807 | $5.64M | 0.4% | −2,538−3.5% | Reduced | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 88,696 | $5.52M | 0.3% | −494−0.6% | Reduced | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 155,346 | $5.40M | 0.3% | +55,347+55.3% | Added | – |
| RBARB Global Inc. | COM | 67,032 | $5.40M | 0.3% | −131−0.2% | Reduced | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 125,781 | $5.24M | 0.3% | −129−0.1% | Reduced | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 148,852 | $5.07M | 0.3% | +11,422+8.3% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 59,897 | $5.06M | 0.3% | +1,852+3.2% | Added | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 39,337 | $5.05M | 0.3% | +42+0.1% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 15,660 | $5.04M | 0.3% | −20−0.1% | Reduced | – |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 151,439 | $4.89M | 0.3% | −21,885−12.6% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $4.84M | 0.3% | +4+133.3% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 16,518 | $4.63M | 0.3% | +1,590+10.7% | Added | History |
| Timothy Plan887432359 | US LRGMD CP CORE | 98,926 | $4.35M | 0.3% | −28,003−22.1% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 25,869 | $4.34M | 0.3% | −106−0.4% | Reduced | – |
| MSTRStrategy Inc | Stock | 25,564 | $4.31M | 0.3% | +16,724+189.2% | AddedConverted for a 10-for-1 split | History |
| VVisa Inc. | Stock | 15,300 | $4.21M | 0.3% | −330−2.1% | Reduced | History |
| IIIVi3 Verticals, Inc. | COM CL A | 193,676 | $4.13M | 0.3% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 28,449 | $4.04M | 0.3% | +80.0% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 105,213 | $4.01M | 0.3% | +615+0.6% | Added | – |
| MASMasco Corp | COM | 47,009 | $3.95M | 0.2% | +230.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,954 | $3.88M | 0.2% | −203−2.5% | Reduced | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 65,621 | $3.87M | 0.2% | +14,160+27.5% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 20,371 | $3.87M | 0.2% | −2,021−9.0% | Reduced | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 75,611 | $3.86M | 0.2% | +4,744+6.7% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 137,076 | $3.86M | 0.2% | +3,891+2.9% | Added | – |
| Timothy Plan887432326 | HIG DV STK ETF | 102,294 | $3.86M | 0.2% | −10,612−9.4% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 11,275 | $3.85M | 0.2% | −89−0.8% | Reduced | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 58,672 | $3.81M | 0.2% | −7,127−10.8% | Reduced | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 93,543 | $3.80M | 0.2% | −8,950−8.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 30,606 | $3.59M | 0.2% | +1,146+3.9% | Added | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 136,279 | $3.56M | 0.2% | +136,279 | New | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 117,442 | $3.55M | 0.2% | +260.0% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 75,835 | $3.53M | 0.2% | −740−1.0% | Reduced | – |
| LKQLKQ Corp | COM | 86,562 | $3.46M | 0.2% | +1,159+1.4% | Added | History |
| FDXFedEx Corp | Stock | 12,509 | $3.42M | 0.2% | −219−1.7% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,795 | $3.36M | 0.2% | +177+4.9% | Added | History |
Sold out since Q2 2024 (136)
Positions held at the end of Q2 2024 that are gone from this filing.
The largest 100 of 136 by value last quarter.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| BLKBlackRock, Inc. | COM | 482 | $422.4K | <0.1% | History |
| LRCXLam Research Corp | COM | 380 | $350.2K | <0.1% | History |
| SMCISuper Micro Computer, Inc. | COM | 352 | $247.0K | <0.1% | History |
| NPKINPK International Inc. | COM SHS | 10,000 | $82.6K | <0.1% | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 232 | $58.5K | <0.1% | – |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 1,000 | $48.2K | <0.1% | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 690 | $39.3K | <0.1% | – |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 796 | $38.6K | <0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 1,042 | $38.2K | <0.1% | – |
| Cullman Bancorp Inc Com230150104 | Stock | 4,261 | $38.1K | <0.1% | – |
| JMSBJohn Marshall Bancorp, Inc. | COM | 1,800 | $34.8K | <0.1% | History |
| Vanguard Wellington FD921935409 | US MINIMUM | 284 | $33.5K | <0.1% | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 191 | $32.3K | <0.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 365 | $31.8K | <0.1% | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 895 | $28.7K | <0.1% | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 461 | $23.8K | <0.1% | – |
| First Tr Exchange-Traded FD336917109 | SHS | 579 | $23.5K | <0.1% | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 322 | $22.8K | <0.1% | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 745 | $22.4K | <0.1% | – |
| iShares Tr464287580 | US CONSUM DISCRE | 263 | $21.6K | <0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 420 | $21.1K | <0.1% | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 262 | $16.2K | <0.1% | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 196 | $15.0K | <0.1% | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 309 | $12.9K | <0.1% | – |
| Liberty Media Corp531229789 | Stock | 569 | $12.8K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q266 | ACTIVEBLDRS EMER | 303 | $11.6K | <0.1% | – |
| DANDANA Inc | COM | 910 | $11.6K | <0.1% | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 167 | $11.5K | <0.1% | – |
| VPGVishay Precision Group, Inc. | COM | 330 | $11.3K | <0.1% | History |
| SIRISirius XM Holdings Inc. | COM | 3,232 | $11.2K | <0.1% | History |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 159 | $10.2K | <0.1% | – |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 4,632 | $10.1K | <0.1% | History |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 202 | $9.77K | <0.1% | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 131 | $9.30K | <0.1% | – |
| Invesco Exchange Traded FD T46137V290 | S&P500 EQL REL | 259 | $9.02K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 421 | $8.84K | <0.1% | – |
| KEKimball Electronics, Inc. | Stock | 355 | $8.41K | <0.1% | History |
| DCHDauch Corp | COM | 1,132 | $8.41K | <0.1% | History |
| RNSTRenasant Corp | COM | 244 | $8.39K | <0.1% | History |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 96 | $8.02K | <0.1% | – |
| TKTeekay Corp Ltd | COM | 865 | $7.50K | <0.1% | History |
| HAHawaiian Holdings Inc | COM | 584 | $7.47K | <0.1% | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 107 | $7.22K | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 125 | $6.98K | <0.1% | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 78 | $6.02K | <0.1% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 212 | $5.42K | <0.1% | – |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 125 | $4.81K | <0.1% | – |
| Liberty Media Corp531229813 | Stock | 205 | $4.64K | <0.1% | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 118 | $4.62K | <0.1% | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 37 | $4.55K | <0.1% | – |
| EYENational Vision Holdings, Inc. | COM | 301 | $4.35K | <0.1% | History |
| OOMAOoma Inc | COM | 386 | $4.01K | <0.1% | History |
| FNAParagon 28, Inc. | COM | 511 | $3.98K | <0.1% | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 79 | $3.55K | <0.1% | History |
| SLCAU.S. Silica Holdings, Inc. | COM | 227 | $3.52K | <0.1% | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 84 | $3.20K | <0.1% | – |
| SSPE.W. Scripps Co | CL A NEW | 821 | $3.09K | <0.1% | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 46 | $2.75K | <0.1% | – |
| CHGGChegg, Inc | COM | 790 | $2.69K | <0.1% | History |
| SNCYSun Country Airlines Holdings, LLC | COM | 197 | $2.58K | <0.1% | History |
| KODKEastman Kodak Co | COM NEW | 406 | $2.36K | <0.1% | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 57 | $2.35K | <0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 101 | $2.35K | <0.1% | – |
| PLLPiedmont Lithium Inc. | Stock | 234 | $2.35K | <0.1% | History |
| SILKSilk Road Medical Inc | COM | 85 | $2.30K | <0.1% | History |
| NAPADuckhorn Portfolio, Inc. | COM | 308 | $2.24K | <0.1% | History |
| TRIPTripAdvisor, Inc. | COM | 121 | $2.13K | <0.1% | History |
| VREXVarex Imaging Corp | COM | 124 | $1.83K | <0.1% | History |
| SMRTSmartRent, Inc. | COM CL A | 992 | $1.82K | <0.1% | History |
| FROGJFrog Ltd | Stock | 47 | $1.81K | <0.1% | History |
| TNKTeekay Tankers Ltd. | CL A | 27 | $1.77K | <0.1% | History |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 48 | $1.71K | <0.1% | – |
| ZGZillow Group, Inc. | CL A | 36 | $1.71K | <0.1% | History |
| RGPResources Connection, Inc. | COM | 134 | $1.60K | <0.1% | History |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 199 | $1.50K | <0.1% | – |
| HIMSHims & Hers Health, Inc. | Stock | 65 | $1.38K | <0.1% | History |
| NOANorth American Construction Group Ltd. | COM | 68 | $1.36K | <0.1% | History |
| BCOVBrightcove Inc | COM | 538 | $1.28K | <0.1% | History |
| GTLSChart Industries Inc | COM | 7 | $1.13K | <0.1% | History |
| ATSATS Corp | COM | 36 | $1.08K | <0.1% | History |
| CTKBCytek Biosciences, Inc. | COM | 158 | $1.06K | <0.1% | History |
| MXLMaxlinear, Inc | COM | 72 | $1.02K | <0.1% | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 21 | $1.01K | <0.1% | – |
| SEERSeer, Inc. | COM CL A | 492 | $974 | <0.1% | History |
| AIFUAIFU Inc. | SPONSORED ADR | 575 | $903 | <0.1% | History |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 27 | $892 | <0.1% | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 18 | $877 | <0.1% | – |
| OMOutset Medical, Inc. | COM | 240 | $852 | <0.1% | History |
| FNGRFingerMotion, Inc. | COM | 390 | $827 | <0.1% | History |
| UPWKUpwork, Inc | COM | 66 | $800 | <0.1% | History |
| BCLIBrainstorm Cell Therapeutics Inc. | COM NEW | 2,128 | $728 | <0.1% | History |
| RIOTRiot Platforms, Inc. | COM | 71 | $724 | <0.1% | History |
| MEHCQChrome Holding Co. | CLASS A COM | 1,773 | $709 | <0.1% | History |
| VanEck Vectors ETF Tr92189H839 | SOCIAL SENTIMENT | 33 | $702 | <0.1% | – |
| OTTROtter Tail Corp | COM | 7 | $678 | <0.1% | History |
| CODICompass Diversified Holdings | SH BEN INT | 28 | $674 | <0.1% | History |
| VINPVinci Compass Investments Ltd. | COM CL A | 56 | $632 | <0.1% | History |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 29 | $588 | <0.1% | – |
| MNKDMannkind Corp | COM NEW | 100 | $576 | <0.1% | History |
| NXHNeighborhood Intelligence, Inc. | COM | 49 | $554 | <0.1% | History |