EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 3,750
- +712 vs. Q3 2024
- Portfolio value
- $1.78B
- +$199.6M (+12.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 165,245 | $67.8M | 3.8% | +5,509+3.4% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,203,522 | $57.6M | 3.2% | +71,638+6.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 320,022 | $54.2M | 3.0% | +30,037+10.4% | Added | – |
| AAPLApple Inc. | Stock | 213,909 | $53.6M | 3.0% | +9,962+4.9% | Added | History |
| IAUiShares Gold Trust | ETF | 687,728 | $34.0M | 1.9% | +29,300+4.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 56,540 | $30.5M | 1.7% | +13,320+30.8% | Added | – |
| TSLATesla, Inc. | Stock | 73,571 | $29.7M | 1.7% | +287+0.4% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 314,030 | $28.7M | 1.6% | +34,541+12.4% | Added | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 329,479 | $26.9M | 1.5% | +13,785+4.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 58,639 | $24.7M | 1.4% | +4,361+8.0% | Added | History |
| NVDANVIDIA Corp | Stock | 175,635 | $23.6M | 1.3% | +9,935+6.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 105,462 | $23.1M | 1.3% | +4,584+4.5% | Added | History |
| Elevation Series Trust210322202 | SOVE CAP FLOU FD | 740,355 | $22.8M | 1.3% | +59,670+8.8% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 114,159 | $22.4M | 1.3% | −10,529−8.4% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 279,260 | $21.6M | 1.2% | +63,414+29.4% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 471,321 | $20.8M | 1.2% | +20,111+4.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 107,243 | $20.3M | 1.1% | −1,338−1.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 69,511 | $20.1M | 1.1% | +2,331+3.5% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 250,642 | $19.6M | 1.1% | −8,241−3.2% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 84,316 | $19.5M | 1.1% | +3,857+4.8% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 362,740 | $17.8M | 1.0% | +19,859+5.8% | Added | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 219,989 | $17.6M | 1.0% | +86,121+64.3% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 499,693 | $17.3M | 1.0% | +37,673+8.2% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 224,342 | $17.0M | 1.0% | −22,855−9.2% | Reduced | History |
| PGRProgressive Corp | Stock | 65,034 | $15.6M | 0.9% | +533+0.8% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 260,683 | $14.7M | 0.8% | +128,161+96.7% | Added | – |
| KKRKKR & Co. Inc. | COM | 98,038 | $14.5M | 0.8% | −304−0.3% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 57,463 | $13.8M | 0.8% | +253+0.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 23,397 | $13.8M | 0.8% | +3,036+14.9% | Added | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 138,124 | $13.5M | 0.8% | +2,769+2.0% | Added | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 577,643 | $12.5M | 0.7% | +13,388+2.4% | Added | – |
| HDHome Depot, Inc. | Stock | 29,923 | $11.6M | 0.7% | +607+2.1% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 184,254 | $11.3M | 0.6% | +4,583+2.6% | Added | – |
| GOOGAlphabet Inc. | Stock | 56,581 | $10.8M | 0.6% | +1,592+2.9% | Added | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 236,561 | $10.7M | 0.6% | +13,894+6.2% | Added | – |
| CRHCRH Public Ltd Co | ORD | 114,950 | $10.6M | 0.6% | +293+0.3% | Added | History |
| iShares Tr464288588 | MBS ETF | 113,680 | $10.4M | 0.6% | −3,411−2.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 175,459 | $10.2M | 0.6% | +35,141+25.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 115,149 | $10.1M | 0.6% | +13,975+13.8% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 135,270 | $10.1M | 0.6% | +36,807+37.4% | Added | – |
| COSTCostco Wholesale Corp | Stock | 10,726 | $9.83M | 0.6% | +757+7.6% | Added | History |
| CVXChevron Corp | Stock | 67,141 | $9.72M | 0.5% | −105−0.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 16,360 | $9.58M | 0.5% | +708+4.5% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 37,042 | $9.40M | 0.5% | −26,165−41.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,269 | $9.19M | 0.5% | +401+2.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,576 | $9.13M | 0.5% | +4,135+36.1% | Added | History |
| BXBlackstone Inc. | COM | 52,578 | $9.07M | 0.5% | −191−0.4% | Reduced | History |
| AZOAutoZone Inc | COM | 2,760 | $8.84M | 0.5% | +17+0.6% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 93,392 | $8.32M | 0.5% | +4,805+5.4% | Added | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 236,509 | $8.27M | 0.5% | +211,571+848.4% | Added | – |
| GPKGraphic Packaging Holding Co | COM | 303,212 | $8.24M | 0.5% | −887−0.3% | Reduced | History |
| AMATApplied Materials Inc | Stock | 49,386 | $8.03M | 0.5% | −220.0% | Reduced | History |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 123,453 | $7.92M | 0.4% | +15,543+14.4% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 32,765 | $7.85M | 0.4% | +890+2.8% | Added | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 113,517 | $7.77M | 0.4% | +8,721+8.3% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 48,632 | $7.76M | 0.4% | +3,503+7.8% | Added | – |
| AMGNAmgen Inc | Stock | 29,063 | $7.57M | 0.4% | −408−1.4% | Reduced | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 220,970 | $7.37M | 0.4% | −74,444−25.2% | Reduced | – |
| AMHAmerican Homes 4 Rent | CL A | 196,084 | $7.34M | 0.4% | +8,370+4.5% | Added | History |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 322,434 | $7.16M | 0.4% | +188,939+141.5% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 120,256 | $7.00M | 0.4% | +54,635+83.3% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 120,930 | $6.96M | 0.4% | +11,672+10.7% | Added | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 277,499 | $6.85M | 0.4% | +272,292+5,229.3% | Added | – |
| WMTWalmart Inc. | Stock | 73,288 | $6.62M | 0.4% | +3,481+5.0% | Added | History |
| MSTRStrategy Inc | Stock | 22,716 | $6.58M | 0.4% | −2,848−11.1% | Reduced | History |
| PFNPIMCO Income Strategy Fund II | COM | 873,513 | $6.51M | 0.4% | +46,596+5.6% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,956 | $6.41M | 0.4% | +299+1.9% | Added | – |
| RBARB Global Inc. | COM | 69,254 | $6.25M | 0.4% | +2,222+3.3% | Added | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 164,758 | $6.12M | 0.3% | +9,412+6.1% | Added | – |
| COPConocoPhillips | Stock | 61,721 | $6.12M | 0.3% | +154+0.3% | Added | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 94,073 | $6.00M | 0.3% | +5,377+6.1% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 175,791 | $5.94M | 0.3% | +26,939+18.1% | Added | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 16,685 | $5.71M | 0.3% | +167+1.0% | Added | History |
| VVisa Inc. | Stock | 18,014 | $5.69M | 0.3% | +2,714+17.7% | Added | History |
| DHIHorton D R Inc | COM | 38,931 | $5.44M | 0.3% | +309+0.8% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 15,336 | $5.27M | 0.3% | −324−2.1% | Reduced | – |
| ASMLASML Holding NV | ADR | 7,456 | $5.17M | 0.3% | +6,934+1,328.4% | Added | History |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 125,781 | $5.15M | 0.3% | 00.0% | Unchanged | – |
| Timothy Plan887432359 | US LRGMD CP CORE | 115,740 | $4.96M | 0.3% | +16,814+17.0% | Added | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 38,858 | $4.85M | 0.3% | −479−1.2% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $4.77M | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,321 | $4.76M | 0.3% | +1,367+17.2% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 184,356 | $4.76M | 0.3% | +47,280+34.5% | Added | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 71,649 | $4.66M | 0.3% | +12,977+22.1% | Added | – |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 158,304 | $4.59M | 0.3% | +6,865+4.5% | Added | – |
| PPGPPG Industries Inc | Stock | 37,830 | $4.52M | 0.3% | −7,995−17.4% | Reduced | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 49,805 | $4.35M | 0.2% | +46,952+1,645.7% | Added | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 83,819 | $4.26M | 0.2% | +8,208+10.9% | Added | – |
| IIIVi3 Verticals, Inc. | COM CL A | 184,111 | $4.24M | 0.2% | −9,565−4.9% | Reduced | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 149,161 | $4.24M | 0.2% | +12,882+9.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 22,870 | $4.16M | 0.2% | +320+1.4% | AddedConverted for a 2-for-1 split | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 25,515 | $4.13M | 0.2% | −354−1.4% | Reduced | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 65,546 | $4.02M | 0.2% | +17,975+37.8% | Added | – |
| NFLXNetflix Inc | Stock | 4,445 | $3.96M | 0.2% | +65+1.5% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 20,582 | $3.81M | 0.2% | +211+1.0% | Added | – |
| Timothy Plan887432326 | HIG DV STK ETF | 103,256 | $3.75M | 0.2% | +962+0.9% | Added | – |
| Vanguard Total World Stock ETF922042742 | ETF | 31,401 | $3.69M | 0.2% | +7,929+33.8% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 103,583 | $3.68M | 0.2% | −1,630−1.5% | Reduced | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 86,694 | $3.63M | 0.2% | +86,694 | New | – |
| MAMastercard Inc | Stock | 6,836 | $3.60M | 0.2% | +1,608+30.8% | Added | History |
Sold out since Q3 2024 (112)
Positions held at the end of Q3 2024 that are gone from this filing.
The largest 100 of 112 by value last quarter.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464287275 | GBL COMM SVC ETF | 29,130 | $2.74M | 0.2% | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 7,626 | $410.8K | <0.1% | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 9,408 | $148.8K | <0.1% | History |
| SWNSouthwestern Energy Co | COM | 11,792 | $83.8K | <0.1% | History |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 2,500 | $82.9K | <0.1% | History |
| MROMarathon Oil Corp | COM | 2,915 | $77.6K | <0.1% | History |
| ORANYOrange | SPONSORED ADR | 6,595 | $75.7K | <0.1% | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,809 | $68.7K | <0.1% | – |
| DSLDoubleLine Income Solutions Fund | COM | 4,000 | $51.9K | <0.1% | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 1,210 | $48.1K | <0.1% | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 974 | $46.7K | <0.1% | – |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 4,149 | $46.4K | <0.1% | History |
| iShares Tr464288851 | US OIL GS EX ETF | 450 | $41.2K | <0.1% | – |
| SRTAStrata Critical Medical, Inc. | CL A COM | 12,000 | $35.3K | <0.1% | History |
| AGRAvangrid, Inc. | COM | 910 | $32.6K | <0.1% | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 729 | $28.1K | <0.1% | – |
| PRMWPrimo Water Corp | COM | 1,022 | $25.8K | <0.1% | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 550 | $24.2K | <0.1% | – |
| SRCLStericycle Inc | COM | 329 | $20.1K | <0.1% | History |
| VGRVector Group Ltd | COM | 1,345 | $20.1K | <0.1% | History |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 400 | $18.6K | <0.1% | – |
| CNRCore Natural Resources, Inc. | COM | 171 | $17.9K | <0.1% | History |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 400 | $17.3K | <0.1% | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 400 | $15.8K | <0.1% | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 333 | $15.8K | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 293 | $15.7K | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 255 | $15.7K | <0.1% | History |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 541 | $15.3K | <0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 2,044 | $15.1K | <0.1% | – |
| ENVEnvestnet, Inc. | COM | 240 | $15.0K | <0.1% | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 648 | $14.2K | <0.1% | – |
| SQSPSquarespace, Inc. | CLASS A | 306 | $14.2K | <0.1% | History |
| Greenbrier Cos Inc393657AM3 | NOTE 2.875% 4/1 | 12,000 | $13.2K | <0.1% | – |
| Akamai Technologies Inc00971TAL5 | NOTE 0.375% 9/0 | 12,000 | $12.4K | <0.1% | – |
| Lci Inds501812AB7 | NOTE 1.125% 5/1 | 12,000 | $12.1K | <0.1% | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 301 | $11.3K | <0.1% | – |
| ASTHAstrana Health, Inc. | COM NEW | 188 | $10.9K | <0.1% | History |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 300 | $10.8K | <0.1% | – |
| Ford MTR Co Del345370CZ1 | NOTE 3/1 | 11,000 | $10.8K | <0.1% | – |
| INSTInstructure Holdings, Inc. | COM | 451 | $10.6K | <0.1% | History |
| SHOSunstone Hotel Investors, Inc. | COM | 858 | $8.86K | <0.1% | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 177 | $8.22K | <0.1% | – |
| PLPlanet Labs PBC | COM CL A | 3,500 | $7.80K | <0.1% | History |
| TWITitan International Inc | COM | 902 | $7.33K | <0.1% | History |
| PRFTPerficient Inc | COM | 93 | $7.02K | <0.1% | History |
| Affimed N VN01045207 | ORDINARY SHS NEW | 2,000 | $6.72K | <0.1% | – |
| Biomarin Pharmaceutical Inc09061GAK7 | NOTE 1.250% 5/1 | 7,000 | $6.65K | <0.1% | – |
| RMRRMR Group Inc. | CL A | 259 | $6.57K | <0.1% | History |
| PKSTPeakstone Realty Trust | Common Stock | 476 | $6.49K | <0.1% | History |
| THRMGentherm Inc | COM | 135 | $6.28K | <0.1% | History |
| CTLTCatalent, Inc. | COM | 100 | $6.06K | <0.1% | History |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 117 | $5.93K | <0.1% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 150 | $5.89K | <0.1% | – |
| John Bean Technologies Corp477839AB0 | NOTE 0.250% 5/1 | 6,000 | $5.62K | <0.1% | – |
| IMCRImmunocore Holdings plc | ADS | 167 | $5.20K | <0.1% | History |
| VSTOVista Outdoor Inc. | COM | 124 | $4.86K | <0.1% | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 173 | $4.51K | <0.1% | – |
| AXNXAxonics, Inc. | COM | 63 | $4.38K | <0.1% | History |
| LANDGladstone Land Corp | COM | 296 | $4.11K | <0.1% | History |
| Series Portfolios Tr81752T510 | UNUSUAL WHLS DEM | 104 | $3.89K | <0.1% | – |
| Series Portfolios Tr81752T494 | UNUSUAL WHALES | 117 | $3.67K | <0.1% | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 96 | $3.37K | <0.1% | – |
| PWSCPowerschool Holdings, Inc. | COM CL A | 138 | $3.15K | <0.1% | History |
| TWKSThoughtworks Holding, Inc. | COM | 706 | $3.12K | <0.1% | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 341 | $2.97K | <0.1% | History |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 55 | $2.86K | <0.1% | – |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 212 | $2.80K | <0.1% | History |
| MYEMyers Industries Inc | COM | 183 | $2.53K | <0.1% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 627 | $2.46K | <0.1% | History |
| Investment Managers Ser Tr I46144X628 | AXS SHORT INNOV | 85 | $2.21K | <0.1% | – |
| FORRForrester Research, Inc. | COM | 100 | $1.80K | <0.1% | History |
| Exscientia PLC30223G102 | ADS | 342 | $1.67K | <0.1% | – |
| MGPIMGP Ingredients Inc | COM | 19 | $1.58K | <0.1% | History |
| NNOXNano-X Imaging Ltd. | ORD SHS | 233 | $1.42K | <0.1% | History |
| NOAHNoah Holdings Ltd | SPON ADS | 112 | $1.38K | <0.1% | History |
| Innovator ETFs Tr45782C235 | INVATR 20 PLS 9 | 57 | $1.20K | <0.1% | – |
| HAYNHaynes International Inc | COM NEW | 20 | $1.19K | <0.1% | History |
| EVAEnviva, LLC | COM | 2,851 | $1.15K | <0.1% | History |
| ODPODP Corp | COM | 38 | $1.13K | <0.1% | History |
| Jacob FDS Inc469785703 | FORWARD ETF | 100 | $1.08K | <0.1% | – |
| CHUYChuy's Holdings, Inc. | COM | 26 | $972 | <0.1% | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 46 | $940 | <0.1% | – |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 32 | $921 | <0.1% | History |
| PDSPrecision Drilling Corp | COM NEW | 12 | $740 | <0.1% | History |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 2,000 | $663 | <0.1% | History |
| KLRSKalaris Therapeutics, Inc. | COM | 695 | $562 | <0.1% | History |
| Curevac N VN2451R105 | COM | 181 | $532 | <0.1% | – |
| NVEENV5 Global, Inc. | COM | 5 | $467 | <0.1% | History |
| LEGHLegacy Housing Corp | COM | 17 | $465 | <0.1% | History |
| RCMR1 RCM Inc. | COM | 32 | $453 | <0.1% | History |
| CMTGClaros Mortgage Trust, Inc. | COMMON STOCK | 55 | $412 | <0.1% | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 28 | $351 | <0.1% | History |
| RILYBRC Group Holdings, Inc. | COM | 55 | $289 | <0.1% | History |
| GRNBarclays Bank PLC | ETN 49 | 10 | $260 | <0.1% | History |
| ACHAccendra Health Inc | Stock | 16 | $251 | <0.1% | History |
| RENTRent the Runway, Inc. | CL A NEW | 26 | $251 | <0.1% | History |
| AVIRAtea Pharmaceuticals, Inc. | COM | 69 | $231 | <0.1% | History |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3 | $138 | <0.1% | – |
| CURICuriosityStream Inc. | COM CL A | 54 | $103 | <0.1% | History |
| EHTHeHealth, Inc. | COM | 20 | $82 | <0.1% | History |