Change Path, LLC
- SEC CIK
- 0001739728
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 1,109
- +53 vs. Q1 2025
- Portfolio value
- $3.82B
- +$474.2M (+14.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSTRStrategy Inc | Stock | 5,671 | $2.29M | 0.1% | +1,825+47.5% | Added | History |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 23,923 | $2.29M | 0.1% | +6,569+37.9% | Added | – |
| SOSouthern Co | Stock | 25,025 | $2.30M | 0.1% | +2,583+11.5% | Added | History |
| KLACKLA Corp | COM NEW | 2,582 | $2.31M | 0.1% | +189+7.9% | Added | History |
| GISGeneral Mills Inc | Stock | 44,653 | $2.31M | 0.1% | +3,687+9.0% | Added | History |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 44,816 | $2.32M | 0.1% | −107,710−70.6% | Reduced | – |
| WMBWilliams Companies, Inc. | COM | 36,925 | $2.32M | 0.1% | +4,837+15.1% | Added | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 44,894 | $2.34M | 0.1% | +40,487+918.7% | Added | – |
| QCOMQualcomm Inc | Stock | 14,731 | $2.35M | 0.1% | +4,223+40.2% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 24,535 | $2.35M | 0.1% | +2,774+12.7% | Added | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 21,659 | $2.35M | 0.1% | −7,387−25.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,412 | $2.35M | 0.1% | +557+7.1% | Added | – |
| PIMCO ETF Tr72201R569 | MTG BKD SECS ACT | 48,331 | $2.37M | 0.1% | +48,331 | New | – |
| BKNGBooking Holdings Inc. | Stock | 414 | $2.40M | 0.1% | +14+3.5% | Added | History |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 48,986 | $2.40M | 0.1% | −111,438−69.5% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,613 | $2.40M | 0.1% | +1,796+20.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 7,800 | $2.41M | 0.1% | −1,145−12.8% | Reduced | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 83,471 | $2.42M | 0.1% | −3,129−3.6% | Reduced | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 16,437 | $2.42M | 0.1% | −1,927−10.5% | Reduced | – |
| MPWRMonolithic Power Systems, Inc. | COM | 3,348 | $2.45M | 0.1% | +77+2.4% | Added | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 69,060 | $2.46M | 0.1% | −121−0.2% | Reduced | – |
| CMECME Group Inc. | COM | 8,922 | $2.46M | 0.1% | +174+2.0% | Added | History |
| ZTSZoetis Inc. | Stock | 15,814 | $2.47M | 0.1% | −239−1.5% | Reduced | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 56,552 | $2.48M | 0.1% | +6,189+12.3% | Added | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 69,655 | $2.48M | 0.1% | +4,018+6.1% | Added | – |
| OXYOccidental Petroleum Corp | Stock | 59,192 | $2.49M | 0.1% | +7,704+15.0% | Added | History |
| COPConocoPhillips | Stock | 28,057 | $2.52M | 0.1% | +1,562+5.9% | Added | History |
| Principal Exchange Traded FD74255Y870 | US MEGA CP ETF | 40,597 | $2.54M | 0.1% | +4,320+11.9% | Added | – |
| CARRCarrier Global Corp | Stock | 34,762 | $2.54M | 0.1% | −1,664−4.6% | Reduced | History |
| FLEXFlex Ltd. | Stock | 51,479 | $2.57M | 0.1% | +15,825+44.4% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 16,435 | $2.59M | 0.1% | +2,663+19.3% | Added | – |
| KMIKinder Morgan, Inc. | Stock | 88,780 | $2.61M | 0.1% | −23,595−21.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 33,829 | $2.62M | 0.1% | +9,885+41.3% | Added | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 10,669 | $2.63M | 0.1% | −2,062−16.2% | Reduced | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 47,064 | $2.64M | 0.1% | +6,706+16.6% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 113,838 | $2.65M | 0.1% | +6,817+6.4% | Added | – |
| STXSeagate Technology Holdings plc | ORD SHS | 18,389 | $2.65M | 0.1% | +1,331+7.8% | Added | History |
| APHAmphenol Corp | CL A | 26,890 | $2.66M | 0.1% | +12,848+91.5% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 29,120 | $2.67M | 0.1% | +40+0.1% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,347 | $2.67M | 0.1% | +1,292+16.0% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 38,730 | $2.68M | 0.1% | +3,728+10.7% | Added | – |
| USBUS Bancorp DE | COM NEW | 59,382 | $2.69M | 0.1% | +8,314+16.3% | Added | History |
| LMTLockheed Martin Corp | Stock | 5,805 | $2.69M | 0.1% | +918+18.8% | Added | History |
| TXNTexas Instruments Inc | Stock | 12,954 | $2.69M | 0.1% | +1,859+16.8% | Added | History |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 192,942 | $2.71M | 0.1% | −1,475−0.8% | Reduced | – |
| NEENextera Energy Inc | Stock | 39,054 | $2.71M | 0.1% | +4,328+12.5% | Added | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 57,148 | $2.71M | 0.1% | +2,382+4.3% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 27,188 | $2.73M | 0.1% | −1,271−4.5% | Reduced | – |
| MCOMoodys Corp | Stock | 5,477 | $2.75M | 0.1% | −530−8.8% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 43,570 | $2.75M | 0.1% | −208,197−82.7% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 27,414 | $2.77M | 0.1% | +12,539+84.3% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 13,357 | $2.80M | 0.1% | −354−2.6% | Reduced | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 110,481 | $2.80M | 0.1% | +40,777+58.5% | Added | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 12,336 | $2.80M | 0.1% | +1,199+10.8% | Added | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 28,518 | $2.80M | 0.1% | +2,950+11.5% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 27,904 | $2.81M | 0.1% | −8,898−24.2% | Reduced | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 42,220 | $2.82M | 0.1% | +2,860+7.3% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 34,100 | $2.83M | 0.1% | +10,041+41.7% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 51,590 | $2.84M | 0.1% | −33,258−39.2% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 5,702 | $2.85M | 0.1% | +315+5.8% | Added | History |
| MMM3M Co | Stock | 18,799 | $2.86M | 0.1% | +2,134+12.8% | Added | History |
| ROOTRoot, Inc. | CL A NEW | 22,487 | $2.88M | 0.1% | +3,781+20.2% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 4 | $2.92M | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289479 | CORE LT USDB ETF | 59,076 | $2.92M | 0.1% | −7,085−10.7% | Reduced | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 109,754 | $2.93M | 0.1% | +96,528+729.8% | Added | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 124,687 | $2.95M | 0.1% | +110,395+772.4% | Added | – |
| ANETArista Networks, Inc. | Stock | 28,821 | $2.95M | 0.1% | −8,481−22.7% | Reduced | History |
| ADBEAdobe Inc. | Stock | 7,638 | $2.95M | 0.1% | −207−2.6% | Reduced | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 67,340 | $2.96M | 0.1% | +25,928+62.6% | Added | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 36,517 | $2.96M | 0.1% | −9,516−20.7% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 32,647 | $2.97M | 0.1% | +9,130+38.8% | Added | – |
| ARCCAres Capital Corp | CEF | 137,796 | $3.03M | 0.1% | −20,110−12.7% | Reduced | History |
| PAYXPaychex Inc | Stock | 20,984 | $3.05M | 0.1% | +2,184+11.6% | Added | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 52,903 | $3.06M | 0.1% | +9,966+23.2% | Added | History |
| LNGCheniere Energy, Inc. | COM NEW | 12,585 | $3.06M | 0.1% | +981+8.5% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 23,045 | $3.11M | 0.1% | +3,199+16.1% | Added | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 78,032 | $3.12M | 0.1% | +51,768+197.1% | Added | – |
| J P Morgan Exchange Traded F46654Q740 | GLOBAL SEL EQUIT | 48,580 | $3.13M | 0.1% | −222−0.5% | Reduced | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 187,175 | $3.13M | 0.1% | +62,671+50.3% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 7,778 | $3.15M | 0.1% | +1,253+19.2% | Added | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 35,004 | $3.15M | 0.1% | +433+1.3% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 53,075 | $3.17M | 0.1% | +10,147+23.6% | Added | – |
| Innovator ETFs Trust45783Y814 | LADERD ALCTN PWR | 67,615 | $3.18M | 0.1% | +5,571+9.0% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 22,395 | $3.18M | 0.1% | +2,016+9.9% | Added | History |
| Ssga Active Tr78470P507 | ST STR SECTO ETF | 123,636 | $3.19M | 0.1% | +51,781+72.1% | Added | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,924 | $3.21M | 0.1% | −490−3.7% | Reduced | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 80,077 | $3.21M | 0.1% | +6,076+8.2% | Added | – |
| iShares Tr46435G102 | CONV BD ETF | 36,000 | $3.24M | 0.1% | −22,213−38.2% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 41,131 | $3.26M | 0.1% | +2,680+7.0% | Added | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 68,700 | $3.27M | 0.1% | +12,219+21.6% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 6,027 | $3.28M | 0.1% | +555+10.1% | Added | History |
| Simplify Exchange Traded Fun82889N350 | TARGE 15 ETF | 123,152 | $3.28M | 0.1% | +123,152 | New | – |
| First Tr Exchng Traded FD VI33740F490 | MULTI STRATEGY | 156,374 | $3.32M | 0.1% | +718+0.5% | Added | – |
| ORealty Income Corp | REIT | 57,680 | $3.32M | 0.1% | +7,856+15.8% | Added | History |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 69,363 | $3.34M | 0.1% | +5,897+9.3% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 39,453 | $3.35M | 0.1% | −7,935−16.7% | Reduced | – |
| UBERUber Technologies, Inc | Stock | 36,075 | $3.37M | 0.1% | +8,768+32.1% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 109,885 | $3.37M | 0.1% | +26,931+32.5% | Added | – |
| Global X FDS37954Y475 | S&P 500 COVERED | 87,771 | $3.42M | 0.1% | +12,852+17.2% | Added | – |
| CRMSalesforce, Inc. | Stock | 12,551 | $3.42M | 0.1% | +1,160+10.2% | Added | History |
Sold out since Q1 2025 (95)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 152,569 | $3.63M | 0.1% | – |
| ANAutonation, Inc. | COM | 7,687 | $1.24M | <0.1% | History |
| AVTAvnet Inc | COM | 25,653 | $1.23M | <0.1% | History |
| TOLToll Brothers, Inc. | COM | 10,812 | $1.14M | <0.1% | History |
| INCYIncyte Corp | COM | 18,502 | $1.12M | <0.1% | History |
| iShares Tr46438G588 | LARG CAP SEP ETF | 44,381 | $1.11M | <0.1% | – |
| SKXSkechers USA Inc | CL A | 19,111 | $1.09M | <0.1% | History |
| Simplify Exchange Traded Fun82889N632 | ENHANCED INM ETF | 45,938 | $1.01M | <0.1% | – |
| BENFranklin Templeton Inc | COM | 44,834 | $863.1K | <0.1% | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,772 | $849.8K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 21,515 | $810.7K | <0.1% | – |
| First Tr Exchng Traded FD VI33740F391 | FT VEST U.S | 23,743 | $809.6K | <0.1% | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 19,653 | $756.4K | <0.1% | – |
| VRRMVerra Mobility Corp | CL A COM STK | 33,392 | $751.7K | <0.1% | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 13,212 | $656.9K | <0.1% | – |
| MNSTMonster Beverage Corp | COM | 10,964 | $641.6K | <0.1% | History |
| ProShares Tr74347G184 | SHORT BITCOIN ET | 23,303 | $612.4K | <0.1% | – |
| FOURShift4 Payments, Inc. | CL A | 7,449 | $608.7K | <0.1% | History |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 16,557 | $602.2K | <0.1% | – |
| Avantis Emerging Markets Ex-Chn Eq ETF02507A101 | SHS | 12,212 | $594.0K | <0.1% | – |
| SAIASaia Inc | COM | 1,618 | $565.4K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 13,153 | $540.9K | <0.1% | History |
| NVONovo Nordisk A S | ADR | 6,359 | $441.6K | <0.1% | History |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 4,460 | $411.5K | <0.1% | – |
| First Tr Exchange-Traded FD33738D812 | FT VEST TEC | 18,255 | $407.8K | <0.1% | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 7,966 | $401.4K | <0.1% | – |
| DFSDiscover Financial Services | COM | 2,340 | $399.4K | <0.1% | History |
| JLLJones Lang Lasalle Inc | COM | 1,520 | $376.8K | <0.1% | History |
| CROXCrocs, Inc. | COM | 3,539 | $375.8K | <0.1% | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 7,344 | $373.8K | <0.1% | History |
| EXPEExpedia Group, Inc. | Stock | 2,195 | $369.0K | <0.1% | History |
| Capitol Ser Tr14064D519 | HULL TACTICAL | 10,050 | $366.1K | <0.1% | – |
| DVADavita Inc. | COM | 2,293 | $350.8K | <0.1% | History |
| AAAlcoa Corp | Stock | 10,681 | $325.8K | <0.1% | History |
| VLTOVeralto Corp | Stock | 3,320 | $323.5K | <0.1% | History |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 12,003 | $317.5K | <0.1% | – |
| DOCSDoximity, Inc. | CL A | 5,448 | $316.1K | <0.1% | History |
| Harbor ETF Trust41151J786 | HARBOR ALPHAEDGE ADDED | 10,390 | $310.1K | <0.1% | – |
| ETSYEtsy Inc | COM | 6,531 | $308.1K | <0.1% | History |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 8,244 | $301.1K | <0.1% | – |
| EEFTEuronet Worldwide, Inc. | COM | 2,630 | $281.0K | <0.1% | History |
| TRGPTarga Resources Corp. | COM | 1,390 | $278.7K | <0.1% | History |
| CCICrown Castle Inc. | REIT | 2,548 | $265.6K | <0.1% | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 13,961 | $264.7K | <0.1% | History |
| FBMSFirst Bancshares Inc | COM | 7,800 | $263.7K | <0.1% | History |
| Timothy Plan887432359 | US LRGMD CP CORE | 6,077 | $257.9K | <0.1% | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 4,789 | $252.5K | <0.1% | – |
| BGBunge Global SA | COM SHS | 3,211 | $245.4K | <0.1% | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,721 | $243.9K | <0.1% | – |
| PENPenumbra Inc | COM | 901 | $240.9K | <0.1% | History |
| OTTROtter Tail Corp | COM | 2,986 | $240.0K | <0.1% | History |
| OMCOmnicom Group Inc. | COM | 2,867 | $237.7K | <0.1% | History |
| SLBSLB Limited | Stock | 5,655 | $236.4K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 764 | $235.5K | <0.1% | History |
| OCOwens Corning | Stock | 1,649 | $235.5K | <0.1% | History |
| TSNTyson Foods, Inc. | Stock | 3,635 | $231.9K | <0.1% | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 4,522 | $224.9K | <0.1% | – |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 5,031 | $224.2K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G599 | NASDAQ BIOTECH | 10,500 | $222.5K | <0.1% | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,152 | $220.4K | <0.1% | History |
| PPCPilgrims Pride Corp | Stock | 4,002 | $218.1K | <0.1% | History |
| PSAPublic Storage | COM | 726 | $217.4K | <0.1% | History |
| Aim ETF Products Trust00888H547 | ALLIANZIM US EQT | 8,705 | $214.5K | <0.1% | – |
| PEverpure, Inc. | CL A | 4,815 | $213.2K | <0.1% | History |
| Ssga Active Tr78470P309 | ST STR MARKE ETF | 4,917 | $211.9K | <0.1% | – |
| FEFirstenergy Corp | COM | 5,225 | $211.2K | <0.1% | History |
| Vanguard World FD921910709 | EXTENDED DUR | 2,965 | $210.8K | <0.1% | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 4,503 | $209.6K | <0.1% | – |
| STLDSteel Dynamics Inc | COM | 1,667 | $208.5K | <0.1% | History |
| RJFRaymond James Financial Inc | COM | 1,498 | $208.1K | <0.1% | History |
| UNMUnum Group | Stock | 2,539 | $206.8K | <0.1% | History |
| EXEExpand Energy Corp | COM | 1,843 | $205.2K | <0.1% | History |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,095 | $204.0K | <0.1% | – |
| AYIAcuity Inc. (DE) | Stock | 773 | $203.6K | <0.1% | History |
| DAVEDave Inc. | CLASS A COM NEW | 2,458 | $203.2K | <0.1% | History |
| iShares Tr46435G672 | CORE INTL AGGR | 4,053 | $202.6K | <0.1% | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 6,111 | $202.5K | <0.1% | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 1,631 | $202.5K | <0.1% | History |
| BCATBlackRock Capital Allocation Term Trust | COM | 13,717 | $197.5K | <0.1% | History |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 16,400 | $175.5K | <0.1% | History |
| ALARAlarum Technologies Ltd. | ADR | 25,300 | $158.1K | <0.1% | History |
| AALAmerican Airlines Group Inc. | Stock | 13,255 | $139.8K | <0.1% | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 11,840 | $128.5K | <0.1% | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 11,500 | $118.0K | <0.1% | History |
| PFNPIMCO Income Strategy Fund II | COM | 15,150 | $114.2K | <0.1% | History |
| LXLexinFintech Holdings Ltd. | ADR | 10,557 | $106.5K | <0.1% | History |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 11,193 | $104.4K | <0.1% | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 18,935 | $100.2K | <0.1% | History |
| AWPabrdn Global Premier Properties Fund | COM SH BEN INT | 24,755 | $96.0K | <0.1% | History |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 72,208 | $72.2K | <0.1% | – |
| DFTXDefinium Therapeutics, Inc. | Stock | 11,455 | $67.0K | <0.1% | History |
| CCELCryo Cell International Inc | COM | 10,117 | $64.4K | <0.1% | History |
| PHKPIMCO High Income Fund | COM SHS | 10,993 | $53.8K | <0.1% | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 12,960 | $7.84K | <0.1% | History |
| ALPPAlpine 4 Holdings, Inc. | CL A NEW | 20,250 | $117 | <0.1% | History |