Change Path, LLC
- SEC CIK
- 0001739728
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 1,056
- −5 vs. Q4 2024
- Portfolio value
- $3.34B
- +$80.2M (+2.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Stock | 3,810 | $555.2K | <0.1% | −405−9.6% | Reduced | History |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 20,997 | $555.6K | <0.1% | +1,973+10.4% | Added | – |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 15,427 | $556.3K | <0.1% | +6,147+66.2% | Added | – |
| AEEAmeren Corp | COM | 5,550 | $557.3K | <0.1% | +29+0.5% | Added | History |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 8,953 | $562.0K | <0.1% | +8,953 | New | – |
| KRKroger Co | Stock | 8,328 | $563.7K | <0.1% | −2,939−26.1% | Reduced | History |
| BDCZUBS AG | ETRACS WF BUS DE | 29,286 | $564.3K | <0.1% | +2,939+11.2% | Added | History |
| SAIASaia Inc | COM | 1,618 | $565.4K | <0.1% | −61−3.6% | Reduced | History |
| WCCWesco International Inc | COM | 3,652 | $567.2K | <0.1% | −29−0.8% | Reduced | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,011 | $570.3K | <0.1% | +548+4.8% | Added | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 15,292 | $574.4K | <0.1% | −18,548−54.8% | Reduced | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 19,273 | $575.5K | <0.1% | −3,995−17.2% | Reduced | – |
| ELVElevance Health, Inc. | Stock | 1,328 | $577.7K | <0.1% | +79+6.3% | Added | History |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 18,229 | $577.7K | <0.1% | +18,229 | New | – |
| PNCPNC Financial Services Group, Inc. | Stock | 3,294 | $579.0K | <0.1% | +125+3.9% | Added | History |
| AMTAmerican Tower Corp | REIT | 2,676 | $582.3K | <0.1% | +75+2.9% | Added | History |
| SHELShell plc | ADR | 8,057 | $590.4K | <0.1% | −831−9.3% | Reduced | History |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 12,384 | $592.0K | <0.1% | −2,079−14.4% | Reduced | – |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 5,493 | $592.6K | <0.1% | −623−10.2% | Reduced | – |
| Avantis Emerging Markets Ex-Chn Eq ETF02507A101 | SHS | 12,212 | $594.0K | <0.1% | +12,212 | New | – |
| GMGeneral Motors Co | COM | 12,666 | $595.7K | <0.1% | −69−0.5% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 1,727 | $596.4K | <0.1% | −288−14.3% | Reduced | History |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 45,263 | $599.3K | <0.1% | −1,962−4.2% | Reduced | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,383 | $600.0K | <0.1% | −743−23.8% | Reduced | – |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 16,557 | $602.2K | <0.1% | +16,557 | New | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,753 | $602.5K | <0.1% | −1,726−31.5% | Reduced | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 19,361 | $606.2K | <0.1% | +1,849+10.6% | Added | – |
| PWRQuanta Services, Inc. | COM | 2,387 | $606.7K | <0.1% | +264+12.4% | Added | History |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 10,126 | $607.8K | <0.1% | −5,436−34.9% | Reduced | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 11,931 | $607.9K | <0.1% | +352+3.0% | Added | – |
| CASYCaseys General Stores Inc | COM | 1,402 | $608.6K | <0.1% | +140+11.1% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 7,449 | $608.7K | <0.1% | −229−3.0% | Reduced | History |
| ProShares Tr74347G184 | SHORT BITCOIN ET | 23,303 | $612.4K | <0.1% | +23,303 | New | – |
| SMCISuper Micro Computer, Inc. | Stock | 17,887 | $612.5K | <0.1% | +2,895+19.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 9,387 | $612.5K | <0.1% | +142+1.5% | Added | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 13,135 | $613.0K | <0.1% | +1,000+8.2% | Added | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 9,995 | $615.0K | <0.1% | −1,107−10.0% | Reduced | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 13,777 | $620.6K | <0.1% | +1,051+8.3% | Added | – |
| PIMCO ETF Tr72201R403 | BROAD US TIPS | 11,538 | $622.3K | <0.1% | −48,431−80.8% | Reduced | – |
| Ea Series Trust02072L433 | AST EQU KIN ETF | 21,368 | $625.4K | <0.1% | +6,867+47.4% | Added | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 28,012 | $630.3K | <0.1% | +28,012 | New | History |
| JCIJohnson Controls International plc | Stock | 7,918 | $634.4K | <0.1% | +653+9.0% | Added | History |
| DGDollar General Corp | COM | 7,244 | $636.9K | <0.1% | +1,440+24.8% | Added | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 8,912 | $641.4K | <0.1% | +4,533+103.5% | Added | History |
| MNSTMonster Beverage Corp | COM | 10,964 | $641.6K | <0.1% | −874−7.4% | Reduced | History |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 21,747 | $642.3K | <0.1% | −1,670−7.1% | Reduced | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 31,770 | $644.6K | <0.1% | +8,743+38.0% | Added | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,641 | $646.0K | <0.1% | −884−25.1% | Reduced | – |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 14,091 | $649.8K | <0.1% | −4,809−25.4% | Reduced | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 18,315 | $653.8K | <0.1% | −155−0.8% | Reduced | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 17,711 | $655.5K | <0.1% | −6,777−27.7% | Reduced | – |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 13,212 | $656.9K | <0.1% | +5,926+81.3% | Added | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,017 | $661.7K | <0.1% | +771+10.6% | Added | – |
| MSIMotorola Solutions, Inc. | Stock | 1,514 | $662.9K | <0.1% | +448+42.0% | Added | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 9,117 | $671.1K | <0.1% | +2,331+34.4% | Added | – |
| iShares Tr464287788 | U.S. FINLS ETF | 5,963 | $672.9K | <0.1% | +101+1.7% | Added | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 20,953 | $678.2K | <0.1% | +70+0.3% | Added | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,666 | $678.4K | <0.1% | −17−0.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 15,394 | $681.3K | <0.1% | −2,278−12.9% | Reduced | – |
| BDXBecton Dickinson & Co | Stock | 2,992 | $685.3K | <0.1% | +362+13.8% | Added | History |
| FNFFidelity National Financial, Inc. | COM SHS | 10,603 | $690.0K | <0.1% | +61+0.6% | Added | History |
| PDOPIMCO Dynamic Income Opportunities Fund | COM BEN SHS | 49,750 | $690.5K | <0.1% | +18,250+57.9% | Added | History |
| Invesco Actively Managed Exc46090A879 | VAR RATE INVT | 27,580 | $691.7K | <0.1% | +27,580 | New | – |
| TCPCBlackRock TCP Capital Corp. | COM | 86,461 | $692.6K | <0.1% | +11,120+14.8% | Added | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,563 | $694.0K | <0.1% | +4,620+42.2% | Added | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 36,275 | $696.1K | <0.1% | +4,734+15.0% | Added | – |
| ONONOn Holding AG | Stock | 15,977 | $701.7K | <0.1% | +2,403+17.7% | Added | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 18,771 | $703.9K | <0.1% | −37−0.2% | Reduced | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 14,090 | $704.6K | <0.1% | +1,350+10.6% | Added | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 7,066 | $705.7K | <0.1% | −4−0.1% | Reduced | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 14,010 | $712.4K | <0.1% | −139−1.0% | Reduced | – |
| BABAAlibaba Group Holding Ltd | ADR | 5,399 | $713.9K | <0.1% | −433−7.4% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 5,541 | $718.8K | <0.1% | −1,423−20.4% | Reduced | History |
| TGTTarget Corp | Stock | 6,961 | $726.5K | <0.1% | +1,519+27.9% | Added | History |
| FDXFedEx Corp | Stock | 3,004 | $732.3K | <0.1% | −82−2.7% | Reduced | History |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 17,507 | $732.8K | <0.1% | +626+3.7% | Added | – |
| PHParker-Hannifin Corp | Stock | 1,207 | $733.9K | <0.1% | +90+8.1% | Added | History |
| PLDPrologis, Inc. | REIT | 6,591 | $736.8K | <0.1% | +518+8.5% | Added | History |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 5,721 | $737.1K | <0.1% | +1,469+34.5% | Added | – |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 64,711 | $738.4K | <0.1% | −2,823−4.2% | Reduced | – |
| FIXComfort Systems USA Inc | COM | 2,293 | $739.1K | <0.1% | −99−4.1% | Reduced | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 17,583 | $739.7K | <0.1% | +9,237+110.7% | Added | – |
| SPXCSPX Technologies, Inc. | COM | 5,755 | $741.1K | <0.1% | −249−4.1% | Reduced | History |
| Principal Exchange Traded FD74255Y102 | ACTIVE HIGH YL | 39,118 | $745.2K | <0.1% | +39,118 | New | – |
| VLOValero Energy Corp | Stock | 5,646 | $745.7K | <0.1% | −6,318−52.8% | Reduced | History |
| PGRProgressive Corp | Stock | 2,642 | $747.8K | <0.1% | +950+56.1% | Added | History |
| VRRMVerra Mobility Corp | CL A COM STK | 33,392 | $751.7K | <0.1% | −1,328−3.8% | Reduced | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 9,941 | $752.9K | <0.1% | −119−1.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 19,653 | $756.4K | <0.1% | +5,630+40.1% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 35,261 | $758.5K | <0.1% | +16,576+88.7% | Added | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 20,196 | $759.4K | <0.1% | −428−2.1% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 17,240 | $761.3K | <0.1% | +40.0% | Added | – |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 36,977 | $762.8K | <0.1% | −8,116−18.0% | Reduced | History |
| DUOLDuolingo, Inc. | CL A COM | 2,479 | $769.8K | <0.1% | −261−9.5% | Reduced | History |
| First Tr Exchange-Traded FD336917109 | SHS | 17,810 | $773.7K | <0.1% | +34+0.2% | Added | – |
| BSXBoston Scientific Corp | Stock | 7,679 | $774.7K | <0.1% | +2,037+36.1% | Added | History |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 20,840 | $775.7K | <0.1% | −3,449−14.2% | Reduced | – |
| EDConsolidated Edison Inc | Stock | 7,046 | $779.3K | <0.1% | +2,106+42.6% | Added | History |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 24,319 | $786.5K | <0.1% | −14,648−37.6% | Reduced | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 15,598 | $788.0K | <0.1% | −29,124−65.1% | Reduced | – |
Sold out since Q4 2024 (106)
Positions held at the end of Q4 2024 that are gone from this filing.
The largest 100 of 106 by value last quarter.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 412,946 | $12.0M | 0.4% | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 205,679 | $8.00M | 0.2% | – |
| Timothy Plan887432334 | INTL ETF | 295,507 | $7.85M | 0.2% | – |
| ETF Opportunities Trust26923N678 | IDX DYNAMIC INNO | 79,023 | $2.21M | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 80,000 | $1.89M | 0.1% | – |
| MANHManhattan Associates Inc | Stock | 5,106 | $1.38M | <0.1% | History |
| IPInternational Paper Co | COM | 22,590 | $1.22M | <0.1% | History |
| CRCrane Co | COMMON STOCK | 7,585 | $1.15M | <0.1% | History |
| MMYTMakeMyTrip Ltd | Stock | 9,302 | $1.04M | <0.1% | History |
| CACICACI International Inc | CL A | 2,572 | $1.04M | <0.1% | History |
| HASHasbro, Inc. | COM | 16,855 | $942.4K | <0.1% | History |
| First Tr Exchng Traded FD VI33740U596 | VEST US EQU ENHA | 28,548 | $924.2K | <0.1% | – |
| CLHClean Harbors Inc | COM | 3,926 | $903.5K | <0.1% | History |
| iShares Tr464287515 | EXPANDED TECH | 8,967 | $897.8K | <0.1% | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 6,787 | $873.5K | <0.1% | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 39,413 | $868.7K | <0.1% | History |
| ADUSAddus HomeCare Corp | COM | 6,843 | $857.8K | <0.1% | History |
| DKSDick's Sporting Goods, Inc. | Stock | 3,737 | $855.1K | <0.1% | History |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 8,803 | $847.1K | <0.1% | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 22,296 | $828.7K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 31,704 | $781.5K | <0.1% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 6,612 | $776.9K | <0.1% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 27,704 | $776.3K | <0.1% | History |
| Schwab Strategic Tr808524672 | INTERNL DIVID | 33,506 | $774.7K | <0.1% | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 19,908 | $740.8K | <0.1% | – |
| LBTYALiberty Global Ltd. | COM CL A | 54,419 | $694.4K | <0.1% | History |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 12,279 | $668.2K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F250 | VEST US EQUITY E | 20,830 | $657.8K | <0.1% | – |
| UALUnited Airlines Holdings, Inc. | COM | 6,710 | $651.5K | <0.1% | History |
| IQVIQVIA Holdings Inc. | Stock | 3,065 | $602.3K | <0.1% | History |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816 | ETF | 12,177 | $599.5K | <0.1% | – |
| CBRECbre Group, Inc. | CL A | 4,359 | $572.3K | <0.1% | History |
| SYFSynchrony Financial | COM | 8,181 | $531.8K | <0.1% | History |
| CXTCrane NXT, Co. | COM | 8,798 | $512.2K | <0.1% | History |
| Ea Series Trust02072L722 | STRI US ENER ETF | 18,322 | $499.6K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F136 | FT VEST US EQUIT | 15,750 | $480.5K | <0.1% | – |
| SNNRFSunrise Communications AG | ADS CL A | 10,608 | $457.0K | <0.1% | History |
| Listed FD Tr53656F748 | TRUESHARES STRUC | 14,547 | $456.1K | <0.1% | – |
| FICOFair Isaac Corp | COM | 221 | $440.0K | <0.1% | History |
| NXPINXP Semiconductors N.V. | COM | 2,086 | $433.6K | <0.1% | History |
| MTBM&T Bank Corp | COM | 2,115 | $397.6K | <0.1% | History |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 7,326 | $396.7K | <0.1% | History |
| TREXTrex Co Inc | COM | 5,715 | $394.5K | <0.1% | History |
| UHSUniversal Health Services Inc | CL B | 2,111 | $378.8K | <0.1% | History |
| CLXClorox Co | Stock | 2,332 | $378.7K | <0.1% | History |
| CODICompass Diversified Holdings | SH BEN INT | 16,340 | $377.1K | <0.1% | History |
| iShares Inc464286319 | EM MKTS DIV ETF | 14,520 | $375.0K | <0.1% | – |
| TTDTrade Desk, Inc. | Stock | 2,988 | $351.2K | <0.1% | History |
| JEFJefferies Financial Group Inc. | COM | 4,462 | $349.8K | <0.1% | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,614 | $322.9K | <0.1% | – |
| Global X FDS37954Y228 | CLEANTECH ETF | 47,275 | $320.8K | <0.1% | – |
| Listed FD Tr53656F797 | TRUESHARES STRUC | 10,513 | $316.2K | <0.1% | – |
| MATXMatson, Inc. | COM | 2,338 | $315.3K | <0.1% | History |
| BALLBALL Corp | COM | 5,689 | $313.6K | <0.1% | History |
| Amplify Blockchain Technology ETF032108607 | ETF | 7,223 | $311.9K | <0.1% | – |
| iShares Tr46435G474 | FALN ANGLS USD | 11,580 | $309.3K | <0.1% | – |
| VMIValmont Industries Inc | COM | 998 | $306.1K | <0.1% | History |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 10,123 | $295.8K | <0.1% | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 5,569 | $291.3K | <0.1% | – |
| SHAKShake Shack Inc. | CL A | 2,239 | $290.6K | <0.1% | History |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 5,686 | $280.7K | <0.1% | – |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 31,528 | $273.7K | <0.1% | – |
| CFBCrossfirst Bankshares, Inc. | COM | 17,500 | $265.1K | <0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 2,102 | $263.9K | <0.1% | History |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 12,188 | $253.4K | <0.1% | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 4,210 | $251.5K | <0.1% | – |
| ILMNIllumina, Inc. | COM | 1,853 | $247.6K | <0.1% | History |
| CLMBClimb Global Solutions, Inc. | COM | 1,948 | $246.9K | <0.1% | History |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 6,513 | $242.1K | <0.1% | – |
| TMToyota Motor Corp | ADS | 1,226 | $238.5K | <0.1% | History |
| Listed FD Tr53656F664 | TRUESHARES STRCT | 5,697 | $237.1K | <0.1% | – |
| ETHEGrayscale Ethereum Staking ETF | ETF | 8,457 | $237.0K | <0.1% | History |
| ROPRoper Technologies Inc | Stock | 452 | $234.9K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 5,426 | $232.6K | <0.1% | – |
| Global X FDS37954Y467 | E COMMERCE ETF | 8,274 | $229.5K | <0.1% | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 8,130 | $225.8K | <0.1% | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,856 | $225.6K | <0.1% | – |
| CARTMaplebear Inc. | COM | 5,424 | $224.7K | <0.1% | History |
| TEAMAtlassian Corp | CL A | 909 | $221.2K | <0.1% | History |
| ProShares Bitcoin ETF74347G440 | ETF | 9,657 | $220.0K | <0.1% | – |
| FBNCFirst Bancorp | COM | 5,000 | $219.9K | <0.1% | History |
| TTWOTake Two Interactive Software Inc | COM | 1,194 | $219.8K | <0.1% | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 7,626 | $218.6K | <0.1% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,143 | $213.3K | <0.1% | – |
| VanEck Vectors ETF Tr92189H854 | MOODYS ANALYTICS | 10,005 | $211.8K | <0.1% | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 6,552 | $211.7K | <0.1% | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 866 | $210.6K | <0.1% | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 4,605 | $209.8K | <0.1% | – |
| MAINMain Street Capital CORP | CEF | 3,554 | $208.2K | <0.1% | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 2,730 | $207.7K | <0.1% | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,610 | $206.8K | <0.1% | – |
| ETHWBitwise Ethereum ETF | SHS | 8,613 | $206.5K | <0.1% | History |
| GIBCgi Inc | CL A | 1,886 | $206.2K | <0.1% | History |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 5,830 | $204.6K | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,715 | $201.0K | <0.1% | History |
| CHHChoice Hotels International Inc | COM | 1,411 | $200.3K | <0.1% | History |
| HRHealthcare Realty Trust Inc | CL A COM | 11,218 | $190.1K | <0.1% | History |
| GCTGigaCloud Technology Inc | Stock | 10,000 | $185.2K | <0.1% | History |
| CRNTCeragon Networks Ltd | Stock | 36,773 | $171.7K | <0.1% | History |
| SERVServe Robotics Inc. | COM | 11,567 | $156.2K | <0.1% | History |