Hedge Fund Database

KESTRA ADVISORY SERVICES, LLC

Adviser information for KESTRA ADVISORY SERVICES, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 1266
Investment Advisory/Research 1266
Registered Broker-Dealer Representatives 1246
Registered State Investment Advisers 1210
Licensed Agents of an Insurance Company 828
No. of Firms/People that Solicit Clients 24

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 99,383 $35.5B
Non-Discretionary 41,042 $12.8B
Total 140,425 $48.3B

Clients

Type Number RAUM
Individuals 75,554 $19.1B
HNW Individuals 13,369 $26.9B
Banking or thrift institutions <5 $9.3M
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 349 $858.1M
Charitable organizations 148 $210.2M
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies 18 $52.6M
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 847 $1.2B
Other 0 $0
Type Number
No. of Non-RAUM Clients 6180
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 4.0B
Portfolio Manager 0
Both for Same 2.3B
Portfolio Manager to Program Sponsor
ADVISORENTERPRISE WRAP FEE PROGRAM KESTRA ADVISORY SERVICES, LLC

Identifiers

SEC RIA File Number 801-56126
SEC ERA File Number 801-56126
SEC CIK Numbers 1830819
SEC CRD Numbers 283330
Legal Entity Identifier None

Principal Office

5707 SOUTHWEST PARKWAY
BUILDING 2, SUITE 400
AUSTIN
TX
United States
Monday - Friday, 8 AM TO 5 PM CST
Tel: 8445537872, Fax: None

Websites

www.youtube.com/channel/ucypenqpu-1_mr7pgzsv47cg www.facebook.com/kestrafinancial www.kestrafinancial.com/ www.linkedin.com/company/kestra-financial/ twitter.com/kestrafinancial

Chief Compliance Officer

MIKE PEDLOW
EXECUTIVE VICE PRESIDENT
5707 SOUTHWEST PARKWAY
BUILDING 2, SUITE 400
AUSTIN
TX
United States
Tel: 737-443-2800
Fax: 512-697-5405
(Full email address available in API data)

Regulatory Contact

STEPHEN SMITH
VICE PRESIDENT
5707 SOUTHWEST PARKWAY
BUILDING 2, SUITE 400
AUSTIN
TX
United States
Tel: 773-443-2048
(Full email address available in API data)

Industry Affiliates

AMERICAN FINANCIAL SOLUTIONS, INC. Insurance company or agency
ARDEN TRUST COMPANY Trust company
BEACON FINANCIAL GROUP Other investment adviser, including financial plannersInsurance company or agency
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. Other investment adviser, including financial planners
BERNARD R. WOLFE & ASSOCIATES, INC. Insurance company or agency
CAPITAL PLANNING ADVISORS LLC Other investment adviser, including financial planners
COMPASS CAPITAL MANAGEMENT, LLC Other investment adviser, including financial plannersInsurance company or agency
GOLDSTEIN ADVISORS, LLC Other investment adviser, including financial planners
HEDEKER WEALTH LLC Other investment adviser, including financial planners
HICKORY ASSET MANAGEMENT, INC. Other investment adviser, including financial planners
HUGHES FINANCIAL SERVICES, LLC Other investment adviser, including financial planners
JOULE FINANCIAL Other investment adviser, including financial planners
KESTRA INSTITUTIONAL SERVICES, LLC Other investment adviser, including financial planners
KESTRA INSURANCE SERVICES, LLC Insurance company or agency
KESTRA INVESTMENT MANAGEMENT, LLC. Other investment adviser, including financial planners
KESTRA INVESTMENT SERVICES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency
KESTRA PRIVATE WEALTH SERVICES, LLC Other investment adviser, including financial planners
OKLAHOMA FINANCIAL CENTER, INC. Insurance company or agency
PROVISE MANAGEMENT GROUP, LLC Other investment adviser, including financial plannersInsurance company or agency
RITTER DANIHER FINANCIAL ADVISORY LLC Other investment adviser, including financial planners
VECTOR INSURANCE SERVICES, LLC Insurance company or agency
VECTOR WEALTH MANAGEMENT Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
YIN, YIN Individual – CONTROLLER 09/2007 < 5%
PEDLOW, MICHAEL, ROSS Individual – EVP, CHIEF COMPLIANCE OFFICER 04/2015 < 5%
KESTRA FINANCIAL, INC. Domestic Entity – MANAGING MEMBER 10/2014 > 75%
KESTRA ADVISOR SERVICES HOLDINGS C, INC Domestic Entity KESTRA FINANCIAL, INC. OWNER 10/2014 > 75%
KESTRA ADVISOR SERVICES HOLDINGS B, INC Domestic Entity KESTRA ADVISOR SERVICES HOLDINGS C, INC OWNER 10/2014 > 75%
KESTRA ADVISOR SERVICES HOLDINGS A, INC Domestic Entity KESTRA ADVISOR SERVICES HOLDINGS B, INC OWNER 10/2014 > 75%
NORWOOD, ROBERT, BREDT Individual – EVP, GENERAL COUNSEL 04/2016 < 5%
BENNETT, JOEL, VAN Individual – SVP, CHIEF FINANCIAL OFFICER 10/2016 < 5%
SCHOENBECK, MARK, PAUL Individual – EVP, NATIONAL SALES DIRECTOR 07/2017 < 5%
CHESTER, KRISTEN, LAWLESS Individual – CHIEF OPERATING OFFICER 03/2018 < 5%
KINGFISHER HOLDING, L.P. Domestic Entity KINGFISHER HOLDING A, INC. OWNER 06/2019 > 75%
KINGFISHER HOLDING B, INC. Domestic Entity KESTRA ADVISOR SERVICES HOLDINGS A, INC OWNER 06/2019 > 75%
KINGFISHER HOLDING A, INC. Domestic Entity KINGFISHER HOLDING B, INC. OWNER 06/2019 > 75%
WARBURG PINCUS FINANCIAL SECTOR, L.P. Domestic Entity KINGFISHER HOLDING, L.P. LIMITED PARTNER 06/2019 25-50%
KINGFISHER HOLDING GP, LLC Domestic Entity KINGFISHER HOLDING, L.P. GENERAL PARTNER 06/2019
LANGLOIS, STEPHEN, RUSSELL Individual – PRESIDENT 03/2021 < 5%
AMORE, JOHN, VINCENT Individual – EVP, WEALTH MANAGEMENT 10/2019 < 5%
SCHOENBECK, MARK, PAUL Individual – EVP, NATIONAL SALES DIRECTOR 07/2017 < 5%
OHCP VI ENZO AGGREGATOR, L.P. Domestic Entity KINGFISHER HOLDING, L.P. OWNER 02/2023 25-50%
OAK HILL CAPITAL PARTNERS VI (ONSHORE), L.P. Domestic Entity OHCP VI ENZO AGGREGATOR, L.P. OWNER 02/2023 25-50%
OAK HILL CAPITAL PARTNERS VI (TE 892), L.P. Domestic Entity OHCP VI ENZO AGGREGATOR, L.P. OWNER 02/2023 25-50%
Dupont, Jean-Luc Individual – VP, CHIEF INFORMATION SECURITY OFFICER 07/2023 < 5%

No. Employees, Historic

2,0001,000020192020202120222023202420251291 on 5/6/20191291 on 6/26/20191291 on 7/19/20191291 on 1/29/20201269 on 3/30/20201269 on 6/30/20201269 on 9/18/20201269 on 12/1/20201257 on 3/31/20211257 on 4/29/20211257 on 7/29/20211257 on 10/11/20211257 on 10/11/20211257 on 10/12/20211257 on 11/12/20211257 on 1/7/20221257 on 1/18/20221307 on 3/31/20221307 on 5/3/20221307 on 8/4/20221307 on 11/4/20221307 on 11/30/20221307 on 12/15/20221307 on 1/19/20231307 on 2/16/20231307 on 3/6/20231311 on 3/31/20231311 on 5/5/20231311 on 7/10/20231311 on 9/11/20231311 on 10/30/20231311 on 1/30/20241311 on 2/14/20241266 on 3/28/2024

RAUM, Historic

50B25B0201920202021202220232024202521745932849 on 5/6/201921745932849 on 6/26/201921745932849 on 7/19/201921745932849 on 1/29/202029036918434 on 3/30/202029036918434 on 6/30/202029036918434 on 9/18/202029036918434 on 12/1/202034791080900 on 3/31/202134791080900 on 4/29/202134791080900 on 7/29/202134791080900 on 10/11/202134791080900 on 10/11/202134791080900 on 10/12/202134791080900 on 11/12/202134791080900 on 1/7/202234791080900 on 1/18/202245080680529 on 3/31/202245080680529 on 5/3/202245080680529 on 8/4/202245080680529 on 11/4/202245080680529 on 11/30/202245080680529 on 12/15/202245080680529 on 1/19/202345080680529 on 2/16/202345080680529 on 3/6/202341795124579 on 3/31/202341795124579 on 5/5/202341795124579 on 7/10/202341795124579 on 9/11/202341795124579 on 10/30/202341795124579 on 1/30/202441795124579 on 2/14/202448324319629 on 3/28/2024

No. Clients, Historic

100,00050,0000201920202021202220232024202555155 on 5/6/201955155 on 6/26/201955155 on 7/19/201955155 on 1/29/202068566 on 3/30/202068566 on 6/30/202068566 on 9/18/202068566 on 12/1/202066441 on 3/31/202166441 on 4/29/202166441 on 7/29/202166441 on 10/11/202166441 on 10/11/202166441 on 10/12/202166441 on 11/12/202166441 on 1/7/202266441 on 1/18/202276955 on 3/31/202276955 on 5/3/202276955 on 8/4/202276955 on 11/4/202276955 on 11/30/202276955 on 12/15/202276955 on 1/19/202376955 on 2/16/202376955 on 3/6/202386685 on 3/31/202386685 on 5/5/202386685 on 7/10/202386685 on 9/11/202386685 on 10/30/202386685 on 1/30/202486685 on 2/14/202490285 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 13M 124K –
A2Z SMART TECHNOLOGIES CORP COM 20K 50K –
AB ACTIVE ETFS INC ULTRA SHORT INCM 13M 263K –
AB ACTIVE ETFS INC TAX AWARE SHRT 302K 12K –
ABBOTT LABS COM 20M 194K –
ABBVIE INC COM 64M 372K –
ABCELLERA BIOLOGICS INC COM 32K 11K –
ABERCROMBIE & FITCH CO CL A 386K 2K –
ABRDN ASIA PACIFIC INCOME FU COM 220K 82K –
ABRDN AUSTRALIA EQUITY FD IN COM 45K 10K –
ABRDN ETFS BBRG ALL COMD K1 370K 18K –
ABRDN GLOBAL INFRA INCOME FU COM SHS BEN INT 241K 13K –
ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 449K 118K –
ABRDN HEALTHCARE INVESTORS SH BEN INT 647K 37K –
ABRDN HEALTHCARE OPPORTUNITI SHS 207K 10K –
ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 267K 3K –
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 275K 3K –
ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 224K 8K –
ABRDN WORLD HEALTHCARE FUND BEN INT SHS 667K 51K –
ABSOLUTE SHS TR WBI PWR FCTR ETF 229K 8K –
ACCENTURE PLC IRELAND SHS CLASS A 16M 52K –
ACCURAY INC COM 22K 12K –
ACUITY BRANDS INC COM 798K 3K –
ADAM NAT RES FD INC COM 848K 36K –
ADAMS DIVERSIFIED EQUITY FD COM 4M 201K –
ADOBE INC COM 19M 34K –
ADVANCE AUTO PARTS INC COM 273K 4K –
ADVANCED DRAIN SYS INC DEL COM 527K 3K –
ADVANCED MICRO DEVICES INC COM 22M 136K –
ADVISORSHARES TR PURE US CANNABIS 969K 132K –
ADVISORSHARES TR ADVISORSHS ETF 2M 36K –
AECOM COM 299K 3K –
AEGON LTD AMER REG 1 CERT 737K 120K –
AERCAP HOLDINGS NV SHS 983K 11K –
AEROVIRONMENT INC COM 323K 2K –
AES CORP COM 320K 18K –
AFLAC INC COM 10M 116K –
AGCO CORP COM 326K 3K –
AGILENT TECHNOLOGIES INC COM 2M 19K –
AGNC INVT CORP COM 2M 222K –
AGNICO EAGLE MINES LTD COM 726K 11K –
AIM ETF PRODUCTS TRUST US LRGCP B10 APR 19M 518K –
AIM ETF PRODUCTS TRUST US LRGCP B20 APR 5M 169K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JUL 301K 8K –
AIM ETF PRODUCTS TRUST US LRGCP B20 JUL 5M 138K –
AIM ETF PRODUCTS TRUST US LRGCP B20 OCT 8M 223K –
AIM ETF PRODUCTS TRUST ALLIANZIM US EQU 1M 44K –
AIM ETF PRODUCTS TRUST ALLIANZIM US EQU 2M 72K –
AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 2M 59K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 1M 32K –
AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 1M 42K –
AIM ETF PRODUCTS TRUST ALLIANZIM US LGR 363K 13K –
AIM ETF PRODUCTS TRUST US LRGCP B20 JUN 2M 71K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JUN 202K 7K –
AIM ETF PRODUCTS TRUST US LAGCP B20 MAY 3M 105K –
AIM ETF PRODUCTS TRUST US LARCP B10 MAY 242K 8K –
AIM ETF PRODUCTS TRUST US LARCP B20 MAR 3M 94K –
AIM ETF PRODUCTS TRUST US LRGCP B20 FEB 7M 229K –
AIM ETF PRODUCTS TRUST US LRGCP B20 DEC 2M 82K –
AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 7M 219K –
AIM ETF PRODUCTS TRUST US LARCP B10 MAR 345K 11K –
AIM ETF PRODUCTS TRUST US LRGCP B10 FEB 253K 8K –
AIM ETF PRODUCTS TRUST US LRGCP B10 DEC 444K 14K –
AIM ETF PRODUCTS TRUST US LRGCP B20 NOV 3M 104K –
AIM ETF PRODUCTS TRUST U S LRGCP 6M JAN 938K 33K –
AIM ETF PRODUCTS TRUST U S LRGCP 6M APR 488K 16K –
AIR PRODS & CHEMS INC COM 8M 31K –
AIRBNB INC COM CL A 5M 31K –
AKAMAI TECHNOLOGIES INC COM 813K 9K –
ALASKA AIR GROUP INC COM 762K 19K –
ALBEMARLE CORP COM 2M 17K –
ALCOA CORP COM 1M 26K –
ALCON AG ORD SHS 1M 14K –
ALEXANDRIA REAL ESTATE EQ IN COM 360K 3K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 6M 83K –
ALIGN TECHNOLOGY INC COM 241K 999 –
ALKAMI TECHNOLOGY INC COM 217K 8K –
ALKERMES PLC SHS 266K 11K –
ALLEGION PLC ORD SHS 551K 5K –
ALLETE INC COM NEW 471K 8K –
ALLIANCEBERNSTEIN GLOBAL HIG COM 215K 21K –
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 3M 95K –
ALLIANCEBERNSTEIN NATL MUN I COM 274K 25K –
ALLIANT ENERGY CORP COM 678K 13K –
ALLISON TRANSMISSION HLDGS I COM 850K 11K –
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 107K 16K –
ALLSTATE CORP COM 3M 21K –
ALLY FINL INC COM 813K 20K –
ALNYLAM PHARMACEUTICALS INC COM 338K 1K –
ALPHABET INC CAP STK CL C 125M 681K –
ALPHABET INC CAP STK CL A 122M 668K –
ALPS ETF TR EQUAL SEC ETF 1M 12K –
ALPS ETF TR OSHS GBL INTER 299K 8K –
ALPS ETF TR OSHARES US QUALT 12M 248K –
ALPS ETF TR OSHARES US SMLCP 590K 14K –
ALPS ETF TR ALERIAN MLP 5M 106K –
ALPS ETF TR DISRUPTIVE TECH 326K 8K –
ALPS ETF TR RIVERFRNT DYMC 346K 7K –
ALPS ETF TR MED BREAKTHGH 382K 11K –
ALPS ETF TR RIVRFRNT STR INC 561K 25K –
ALPS ETF TR SECTR DIV DOGS 2M 31K –
ALTIMMUNE INC COM NEW 80K 12K –
ALTRIA GROUP INC COM 23M 496K –
AMARIN CORP PLC SPONS ADR NEW 44K 64K –
AMAZON COM INC COM 267M 1M –
AMBEV SA SPONSORED ADR 55K 27K –
AMC ENTMT HLDGS INC CL A NEW 52K 10K –
AMCOR PLC ORD 209K 21K –
AMDOCS LTD SHS 233K 3K –
AMEDISYS INC COM 263K 3K –
AMER STATES WTR CO COM 588K 8K –
AMEREN CORP COM 759K 11K –
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 210K 12K –
AMERICAN AIRLS GROUP INC COM 585K 52K –
AMERICAN BEACON SELECT FUNDS GLG NATURAL RESO 648K 22K –
AMERICAN CENTY ETF TR DIVERSIFID CRP 4M 91K –
AMERICAN CENTY ETF TR AVANTIS ALL EQT 216K 3K –
AMERICAN CENTY ETF TR US QUALITY GROW 638K 7K –
AMERICAN CENTY ETF TR AVANTIS US SMALL 574K 11K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 3M 50K –
AMERICAN CENTY ETF TR MULTISECTOR 403K 9K –
AMERICAN CENTY ETF TR DIVERSIFIED MU 3M 63K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 806K 13K –
AMERICAN CENTY ETF TR INTL EQT ETF 2M 32K –
AMERICAN CENTY ETF TR SUSTAINABLE EQTY 2M 26K –
AMERICAN CENTY ETF TR INTL SMCP VLU 1M 21K –
AMERICAN CENTY ETF TR US SML CP VALU 6M 69K –
AMERICAN CENTY ETF TR US EQT ETF 9M 98K –
AMERICAN ELEC PWR CO INC COM 5M 57K –
AMERICAN EXPRESS CO COM 21M 91K –
AMERICAN HEALTHCARE REIT INC COM SHS 247K 17K –
AMERICAN INTL GROUP INC COM NEW 2M 30K –
AMERICAN SUPERCONDUCTOR CORP SHS NEW 229K 10K –
AMERICAN TOWER CORP NEW COM 8M 42K –
AMERICAN WTR WKS CO INC NEW COM 1M 10K –
AMERIPRISE FINL INC COM 5M 12K –
AMERIS BANCORP COM 886K 18K –
AMETEK INC COM 4M 21K –
AMGEN INC COM 35M 112K –
AMKOR TECHNOLOGY INC COM 324K 8K –
AMPHENOL CORP NEW CL A 3M 38K –
AMPLIFY ETF TR CWP ENHANCED DIV 567K 15K –
AMPLIFY ETF TR AMPLIFY ETHO CLI 296K 5K –
AMPLIFY ETF TR BLOCKCHAIN LDR 527K 15K –
AMPLIFY ETF TR AMPLIFY ALTERNAT 124K 37K –
AMPLIFY ETF TR AMPLIFY JUNIOR S 172K 15K –
AMPLIFY ETF TR AMPLIFY CYBERSEC 2M 26K –
AMPLIFY ETF TR AMPLIFY LITHIUM 179K 20K –
AMPLIFY ETF TR HIGH INCOME 569K 47K –
AMPRIUS TECHNOLOGIES INC COMMON STOCK 157K 124K –
ANALOG DEVICES INC COM 21M 92K –
ANGLOGOLD ASHANTI PLC COM SHS 1M 53K –
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 1M 21K –
ANNALY CAPITAL MANAGEMENT IN COM NEW 5M 256K –
ANNEXON INC COM 49K 10K –
ANSYS INC COM 1M 4K –
ANTERO MIDSTREAM CORP COM 769K 52K –
ANTERO RESOURCES CORP COM 891K 27K –
AON PLC SHS CL A 5M 18K –
APA CORPORATION COM 1M 35K –
API GROUP CORP COM STK 905K 24K –
APOLLO COML REAL EST FIN INC COM 1M 102K –
APOLLO GLOBAL MGMT INC COM 2M 21K –
APOLLO TACTICAL INCOME FD IN COM 443K 30K –
APPLE HOSPITALITY REIT INC COM NEW 302K 21K –
APPLE INC COM 562M 3M –
APPLIED MATLS INC COM 15M 62K –
APPLOVIN CORP COM CL A 707K 8K –
APTARGROUP INC COM 253K 2K –
APTIV PLC SHS 617K 9K –
APYX MEDICAL CORPORATION COM 166K 124K –
AQUA METALS INC COM 6K 19K –
ARBOR REALTY TRUST INC COM 2M 134K –
ARBUTUS BIOPHARMA CORP COM 33K 11K –
ARCADIUM LITHIUM PLC COM SHS 67K 20K –
ARCBEST CORP COM 403K 4K –
ARCH CAP GROUP LTD ORD 1M 11K –
ARCHER AVIATION INC COM CL A 153K 43K –
ARCHER DANIELS MIDLAND CO COM 2M 30K –
ARCOSA INC COM 2M 19K –
ARES CAPITAL CORP COM 6M 300K –
ARES COML REAL ESTATE CORP COM 552K 80K –
ARES MANAGEMENT CORPORATION CL A COM STK 1M 8K –
ARISTA NETWORKS INC COM 7M 20K –
ARK 21SHARES BITCOIN ETF SHS BEN INT 2M 30K –
ARK ETF TR INNOVATION ETF 8M 181K –
ARK ETF TR AUTNMUS TECHNLGY 945K 17K –
ARK ETF TR GENOMIC REV ETF 318K 14K –
ARK ETF TR NEXT GNRTN INTER 3M 43K –
ARK ETF TR FINTECH INNOVA 489K 18K –
ARM HOLDINGS PLC SPONSORED ADS 1M 6K –
ARTESIAN RES CORP CL A 8M 217K –
ARTISAN PARTNERS ASSET MGMT CL A 315K 8K –
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 253K 22K –
ASHLAND INC COM 1M 12K –
ASML HOLDING N V N Y REGISTRY SHS 12M 12K –
ASPEN TECHNOLOGY INC COM 330K 2K –
ASSURED GUARANTY LTD COM 1M 13K –
ASTRAZENECA PLC SPONSORED ADR 7M 96K –
AT&T INC COM 24M 1M –
ATAI LIFE SCIENCES NV SHS 16K 12K –
ATI INC COM 248K 4K –
ATKORE INC COM 363K 3K –
ATLASSIAN CORPORATION CL A 2M 11K –
ATMOS ENERGY CORP COM 630K 5K –
AUTHID INC COM 187K 18K –
AUTODESK INC COM 3M 11K –
AUTOMATIC DATA PROCESSING IN COM 9M 39K –
AUTONATION INC COM 895K 6K –
AUTOZONE INC COM 4M 1K –
AVADEL PHARMACEUTICALS PLC COM SHS 226K 16K –
AVALONBAY CMNTYS INC COM 1M 7K –
AVERY DENNISON CORP COM 1M 6K –
AVNET INC COM 366K 7K –
AXIS CAP HLDGS LTD SHS 286K 4K –
AXON ENTERPRISE INC COM 672K 2K –
AXSOME THERAPEUTICS INC COM 413K 5K –
B & G FOODS INC NEW COM 205K 25K –
BAIDU INC SPON ADR REP A 618K 7K –
BAIN CAP SPECIALTY FIN INC COM STK 2M 120K –
BAKER HUGHES COMPANY CL A 497K 14K –
BALL CORP COM 7M 116K –
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 1M 106K –
BANCO SANTANDER S.A. ADR 112K 24K –
BANK AMERICA CORP COM 29M 734K –
BANK AMERICA CORP 7.25%CNV PFD L 4M 4K –
BANK MONTREAL MEDIUM NT LKD 38 583K 12K –
BANK MONTREAL QUE COM 638K 8K –
BANK NEW YORK MELLON CORP COM 7M 125K –
BARCLAYS PLC ADR 263K 25K –
BARINGS BDC INC COM 608K 63K –
BARINGS CORPORATE INVS COM 522K 28K –
BARRICK GOLD CORP COM 1M 80K –
BAUSCH HEALTH COS INC COM 88K 13K –
BAXTER INTL INC COM 382K 11K –
BCE INC COM NEW 581K 18K –
BECTON DICKINSON & CO COM 11M 49K –
BEIGENE LTD SPONSORED ADR 222K 2K –
BELPOINTE PREP LLC UNIT RP LTD LB A 947K 16K –
BENTLEY SYS INC COM CL B 1M 21K –
BERKLEY W R CORP COM 735K 9K –
BERKSHIRE HATHAWAY INC DEL CL A 14M 23 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 215M 528K –
BEST BUY INC COM 4M 46K –
BHP GROUP LTD SPONSORED ADS 3M 53K –
BIO RAD LABS INC CL A 266K 974 –
BIOGEN INC COM 676K 3K –
BIOMARIN PHARMACEUTICAL INC COM 752K 9K –
BIO-TECHNE CORP COM 2M 32K –
BITWISE BITCOIN ETF TR SHS BEN INT 475K 15K –
BJS WHSL CLUB HLDGS INC COM 527K 6K –
BLACK HILLS CORP COM 352K 6K –
BLACK STONE MINERALS L P COM UNIT 166K 11K –
BLACKROCK CORE BD TR SHS BEN INT 1M 123K –
BLACKROCK CR ALLOCATION INCO COM 360K 34K –
BLACKROCK DEBT STRATEGIES FD COM NEW 307K 28K –
BLACKROCK ENHANCD CAP & INM COM 253K 13K –
BLACKROCK ENHANCED EQUITY DI COM 464K 57K –
BLACKROCK ENHANCED GLOBAL DI COM 137K 13K –
BLACKROCK ETF TRUST US EQT FACTOR 5M 113K –
BLACKROCK ETF TRUST US CARBON TRANS 298K 5K –
BLACKROCK ETF TRUST II HIGH YLD MUNI IN 283K 12K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 16M 307K –
BLACKROCK ETF TRUST II SHORT TERM CALIF 384K 8K –
BLACKROCK FLOATING RATE INC COM 729K 57K –
BLACKROCK FLOATING RATE INCO COM 467K 36K –
BLACKROCK HEALTH SCIENCES TR COM 1M 28K –
BLACKROCK INC COM 25M 31K –
BLACKROCK INCOME TR INC COM NEW 165K 14K –
BLACKROCK INVT QUALITY MUN T COM 184K 15K –
BLACKROCK LTD DURATION INCOM COM SHS 416K 30K –
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 330K 16K –
BLACKROCK MUNI INCOME TR II COM 122K 11K –
BLACKROCK MUNIASSETS FD INC COM 197K 17K –
BLACKROCK MUNICIPAL INCOME COM 512K 41K –
BLACKROCK MUNIHLDGS NY QLTY COM 152K 14K –
BLACKROCK MUNIHOLDINGS FD IN COM 535K 44K –
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BLACKROCK TCP CAPITAL CORP COM 712K 66K –
BLACKROCK UTILS INFRASTRUCTU COM 1M 49K –
BLACKSTONE INC COM 24M 195K –
BLACKSTONE LONG SHORT CR INC COM SHS BN INT 250K 20K –
BLACKSTONE MTG TR INC COM CL A 2M 86K –
BLACKSTONE SECD LENDING FD COMMON STOCK 914K 30K –
BLINK CHARGING CO COM 40K 14K –
BLOCK H & R INC COM 1M 25K –
BLOCK INC CL A 4M 62K –
BLUE BIRD CORP COM 219K 4K –
BLUE OWL CAPITAL CORPORATION COM 487K 32K –
BNY MELLON ETF TRUST US LRG CP CORE 8M 81K –
BNY MELLON ETF TRUST CONCENTRATED INT 3M 63K –
BNY MELLON MUN BD INFRASTRUC COM SHS 615K 58K –
BNY MELLON MUN INCOME INC COM 187K 26K –
BNY MELLON STRATEGIC MUN BD COM 148K 25K –
BNY MELLON STRATEGIC MUNS IN COM 123K 20K –
BOEING CO COM 20M 108K –
BONDBLOXX ETF TRUST BLOOMBERG SEVEN 206K 4K –
BONDBLOXX ETF TRUST BLOOMBERG ONE YR 413K 8K –
BOOKING HOLDINGS INC COM 16M 4K –
BOOZ ALLEN HAMILTON HLDG COR CL A 1M 9K –
BORGWARNER INC COM 314K 10K –
BOSTON BEER INC CL A 255K 836 –
BOSTON SCIENTIFIC CORP COM 19M 246K –
BOWMAN CONSULTING GROUP LTD COM 452K 14K –
BOX INC CL A 320K 12K –
BP PLC SPONSORED ADR 5M 136K –
BRIGHT HORIZONS FAM SOL IN D COM 327K 3K –
BRIGHTHOUSE FINL INC COM 524K 12K –
BRIGHTSPIRE CAPITAL INC COM CL A 322K 55K –
BRINKS CO COM 551K 5K –
BRISTOL-MYERS SQUIBB CO COM 12M 289K –
BRITISH AMERN TOB PLC SPONSORED ADR 2M 62K –
BROADCOM INC COM 50M 31K –
BROADRIDGE FINL SOLUTIONS IN COM 2M 10K –
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 471K 12K –
BROOKFIELD CORP CL A LTD VT SH 874K 21K –
BROOKFIELD INFRAST PARTNERS LP INT UNIT 2M 68K –
BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 1M 30K –
BROOKFIELD RENEWABLE CORP CL A SUB VTG 241K 8K –
BROWN &BROWN INC COM 1M 14K –
BROWN FORMAN CORP CL B 508K 12K –
BRUKER CORP COM 202K 3K –
BUILDERS FIRSTSOURCE INC COM 598K 4K –
BUNGE GLOBAL SA COM SHS 387K 4K –
BURKE HERBERT FINL SVCS CORP COM 2M 32K –
BUSINESS FIRST BANCSHARES IN COM 811K 37K –
BUTTERFLY NETWORK INC COM CL A 11K 13K –
C H ROBINSON WORLDWIDE INC COM NEW 233K 3K –
C3 AI INC CL A 1M 50K –
CACI INTL INC CL A 862K 2K –
CADENCE DESIGN SYSTEM INC COM 3M 11K –
CALAMOS CONV & HIGH INCOME F COM SHS 600K 54K –
CALAMOS CONV OPPORTUNITIES & SH BEN INT 297K 25K –
CALAMOS DYNAMIC CONV & INCOM COM 378K 17K –
CALAMOS GBL DYN INCOME FUND COM 294K 43K –
CALAMOS GLOBAL TOTAL RETURN COM SH BEN INT 273K 25K –
CALAMOS LNG SHR EQT DYNAMIC COM 694K 45K –
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 384K 23K –
CAMBER ENERGY INC COM 2K 15K –
CAMBRIA ETF TR CAMBRIA FGN SHR 924K 35K –
CAMBRIA ETF TR GLOBAL VALUE ETF 430K 21K –
CAMBRIA ETF TR TRINITY 250K 10K –
CAMBRIA ETF TR VALUE MOMENTUM 950K 34K –
CAMBRIA ETF TR SHSHLD YIELD ETF 3M 42K –
CAMBRIA ETF TR EMRG SHAREHLDR 1M 31K –
CAMECO CORP COM 6M 113K –
CAMPBELL SOUP CO COM 3M 60K –
CANADIAN IMPERIAL BK COMM TO COM 493K 10K –
CANADIAN NAT RES LTD COM 3M 90K –
CANADIAN NATL RY CO COM 3M 22K –
CANADIAN PACIFIC KANSAS CITY COM 4M 47K –
CAPITAL GROUP CORE BALANCED SHS 7M 231K –
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 27M 826K –
CAPITAL GROUP DIVIDEND GROWE SHS ETF 2M 54K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 72M 2M –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 29M 1M –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 54M 2M –
CAPITAL GROUP INTERNATIONAL SHS 2M 80K –
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 21M 814K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 19M 863K –
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 5M 178K –
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 3M 95K –
CAPITAL GRP FIXED INCM ETF T SHORT DURATION 2M 72K –
CAPITAL GRP FIXED INCM ETF T CORE BOND ETF 4M 174K –
CAPITAL GRP FIXED INCM ETF T SHORT DURATION M 684K 27K –
CAPITAL ONE FINL CORP COM 4M 26K –
CAPITAL SOUTHWEST CORP COM 1M 41K –
CARDINAL HEALTH INC COM 2M 17K –
CARLISLE COS INC COM 524K 1K –
CARLYLE GROUP INC COM 2M 53K –
CARMAX INC COM 6M 76K –
CARNIVAL CORP UNIT 99/99/9999 1M 72K –
CARPENTER TECHNOLOGY CORP COM 873K 8K –
CARRIER GLOBAL CORPORATION COM 6M 93K –
CARTERS INC COM 3M 44K –
CARVANA CO CL A 356K 3K –
CASEYS GEN STORES INC COM 7M 17K –
CASSAVA SCIENCES INC COM 148K 12K –
CATALYST BANCORP INC COMMON STOCK 405K 35K –
CATERPILLAR INC COM 54M 161K –
CAVA GROUP INC COM 8M 83K –
CBIZ INC COM 1M 15K –
CBRE GROUP INC CL A 999K 11K –
CDW CORP COM 2M 8K –
CELANESE CORP DEL COM 817K 6K –
CELESTICA INC COM 483K 8K –
CELSIUS HLDGS INC COM NEW 2M 30K –
CENCORA INC COM 4M 18K –
CENTENE CORP DEL COM 399K 6K –
CENTERPOINT ENERGY INC COM 2M 51K –
CENTRAL SECS CORP COM 742K 17K –
CENTRUS ENERGY CORP CL A 385K 9K –
CENTURY ALUM CO COM 170K 10K –
CHARGEPOINT HOLDINGS INC COM CL A 166K 110K –
CHARLES RIV LABS INTL INC COM 665K 3K –
CHARTER COMMUNICATIONS INC N CL A 496K 2K –
CHECK POINT SOFTWARE TECH LT ORD 878K 5K –
CHEMED CORP NEW COM 473K 872 –
CHENIERE ENERGY INC COM NEW 2M 14K –
CHENIERE ENERGY PARTNERS LP COM UNIT 931K 19K –
CHESAPEAKE UTILS CORP COM 3M 33K –
CHEVRON CORP NEW COM 61M 390K –
CHIMERA INVT CORP COM SHS 206K 16K –
CHIPOTLE MEXICAN GRILL INC COM 8M 120K –
CHOICE HOTELS INTL INC COM 341K 3K –
CHORD ENERGY CORPORATION COM NEW 813K 5K –
CHROMADEX CORP COM NEW 57K 21K –
CHUBB LIMITED COM 13M 52K –
CHURCH &DWIGHT CO INC COM 2M 15K –
CHURCHILL DOWNS INC COM 4M 28K –
CIENA CORP COM NEW 246K 5K –
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CINTAS CORP COM 8M 11K –
CION INVT CORP COM 5M 379K –
CISCO SYS INC COM 33M 687K –
CITIGROUP INC COM NEW 20M 321K –
CITIUS PHARMACEUTICALS INC COM NEW 55K 94K –
CITIZENS FINL GROUP INC COM 700K 19K –
CIVITAS RESOURCES INC COM NEW 720K 10K –
CLEAN ENERGY FUELS CORP COM 69K 26K –
CLEVELAND-CLIFFS INC NEW COM 3M 222K –
CLOROX CO DEL COM 4M 27K –
CLOUDFLARE INC CL A COM 2M 23K –
CME GROUP INC COM 1M 5K –
CMS ENERGY CORP COM 408K 7K –
CNA FINL CORP COM 219K 5K –
COCA COLA CO COM 54M 845K –
COCA COLA CONS INC COM 256K 236 –
COCA-COLA EUROPACIFIC PARTNE SHS 256K 4K –
CO-DIAGNOSTICS INC COM 187K 150K –
COGNITION THERAPEUTICS INC COM 313K 188K –
COGNIZANT TECHNOLOGY SOLUTIO CL A 806K 12K –
COHEN & STEERS CLOSED-END OP COM 131K 11K –
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COHEN & STEERS QUALITY INCOM COM 413K 35K –
COHEN & STEERS REIT & PFD & COM 934K 46K –
COHEN & STEERS SELECT PFD & COM 806K 41K –
COHERENT CORP COM 1M 19K –
COINBASE GLOBAL INC COM CL A 3M 12K –
COLGATE PALMOLIVE CO COM 7M 75K –
COLUMBIA BKG SYS INC COM 240K 12K –
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COLUMBIA ETF TR I SELIGMAN SEMICON 211K 8K –
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COLUMBIA FINL INC COM 225K 15K –
COMCAST CORP NEW CL A 31M 786K –
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COMFORT SYS USA INC COM 440K 2K –
COMMERCE BANCSHARES INC COM 832K 17K –
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COMMVAULT SYS INC COM 713K 6K –
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CONFLUENT INC CLASS A COM 216K 7K –
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CONSOL ENERGY INC NEW COM 592K 6K –
CONSOLIDATED EDISON INC COM 5M 51K –
CONSTELLATION BRANDS INC CL A 6M 25K –
CONSTELLATION ENERGY CORP COM 5M 23K –
CONSTRUCTION PARTNERS INC COM CL A 283K 5K –
COOPER COS INC COM 678K 8K –
COPART INC COM 3M 73K –
CORCEPT THERAPEUTICS INC COM 791K 24K –
COREBRIDGE FINL INC COM 214K 7K –
CORNERSTONE STRATEGIC VALUE COM 118K 15K –
CORNING INC COM 3M 73K –
CORPAY INC COM SHS 595K 2K –
CORTEVA INC COM 2M 29K –
COSTAR GROUP INC COM 748K 10K –
COSTCO WHSL CORP NEW COM 60M 70K –
COTERRA ENERGY INC COM 12M 436K –
COUPANG INC CL A 519K 25K –
CRANE COMPANY COMMON STOCK 484K 4K –
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CREDIT SUISSE HIGH YIELD BD SH BEN INT 57K 28K –
CRH PLC ORD 1M 15K –
CRINETICS PHARMACEUTICALS IN COM 228K 5K –
CRISPR THERAPEUTICS AG NAMEN AKT 870K 16K –
CROCS INC COM 767K 8K –
CRONOS GROUP INC COM 144K 62K –
CROWDSTRIKE HLDGS INC CL A 17M 45K –
CROWN CASTLE INC COM 3M 30K –
CSX CORP COM 7M 223K –
CUBESMART COM 266K 6K –
CULLEN FROST BANKERS INC COM 2M 19K –
CUMMINS INC COM 13M 49K –
CURTISS WRIGHT CORP COM 208K 1K –
CVRX INC COM 214K 18K –
CVS HEALTH CORP COM 20M 354K –
CYBERARK SOFTWARE LTD SHS 894K 3K –
CYBIN INC COM 8K 28K –
D R HORTON INC COM 4M 26K –
DANAHER CORPORATION COM 21M 86K –
DANIMER SCIENTIFIC INC COM CL A 15K 25K –
DARDEN RESTAURANTS INC COM 2M 13K –
DATADOG INC CL A COM 2M 18K –
DAVIS FUNDAMENTAL ETF TR SELECT US EQTY 32M 799K –
DBX ETF TR XTRACK MSCI JAPN 364K 5K –
DBX ETF TR XTRACK HRVST CSI 216K 9K –
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DBX ETF TR XTRACKERS US NAT 677K 22K –
DBX ETF TR XTRACK MSCI EMRG 246K 12K –
DBX ETF TR XTRACKERS S&P 902K 19K –
DBX ETF TR XTRACK MSCI EAFE 797K 21K –
DBX ETF TR XTRACK USD HIGH 2M 44K –
DECKERS OUTDOOR CORP COM 1M 2K –
DEERE &CO COM 32M 88K –
DELL TECHNOLOGIES INC CL C 7M 53K –
DELTA AIR LINES INC DEL COM NEW 5M 109K –
DENISON MINES CORP COM 68K 34K –
DEVON ENERGY CORP NEW COM 6M 122K –
DEXCOM INC COM 2M 14K –
DHT HOLDINGS INC SHS NEW 899K 78K –
DIAGEO PLC SPON ADR NEW 5M 41K –
DIAMONDBACK ENERGY INC COM 7M 36K –
DIANA SHIPPING INC COM 122K 43K –
DICKS SPORTING GOODS INC COM 2M 8K –
DIGITAL RLTY TR INC COM 4M 25K –
DIGITAL TURBINE INC COM NEW 20K 12K –
DIGITALBRIDGE GROUP INC CL A NEW 655K 48K –
DIME CMNTY BANCSHARES INC COM 1M 50K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 4M 107K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 47M 2M –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 8M 306K –
DIMENSIONAL ETF TRUST US EQUITY ETF 41M 693K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 4M 72K –
DIMENSIONAL ETF TRUST GLOBAL CR ETF 2M 35K –
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 1M 25K –
DIMENSIONAL ETF TRUST US TARGETED VLU 11M 204K –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 740K 12K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 412K 16K –
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 467K 9K –
DIMENSIONAL ETF TRUST INTERNATIONAL 577K 18K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 65M 2M –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 382K 11K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 11M 285K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 3M 117K –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 885K 32K –
DIMENSIONAL ETF TRUST EMERGING MKTS HI 388K 15K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 698K 27K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 1M 43K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 1M 38K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 10M 398K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 13M 371K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 5M 180K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 894K 40K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 20M 637K –
DIMENSIONAL ETF TRUST SHORT DURATION F 1M 31K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 3M 68K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 17M 683K –
DIREXION SHS ETF TR NAS100 EQL WGT 1M 15K –
DIREXION SHS ETF TR AUSPCE CMD STG 251K 9K –
DISCOVER FINL SVCS COM 3M 21K –
DISNEY WALT CO COM 21M 224K –
DNP SELECT INCOME FD INC COM 1M 158K –
DOCUSIGN INC COM 844K 17K –
DOLBY LABORATORIES INC COM CL A 364K 5K –
DOLLAR GEN CORP NEW COM 3M 21K –
DOLLAR TREE INC COM 1M 13K –
DOMINION ENERGY INC COM 6M 132K –
DOMINOS PIZZA INC COM 2M 4K –
DOORDASH INC CL A 292K 3K –
DORMAN PRODS INC COM 254K 3K –
DOUBLELINE INCOME SOLUTIONS COM 791K 101K –
DOUBLEVERIFY HLDGS INC COM 323K 17K –
DOVER CORP COM 10M 54K –
DOW INC COM 11M 207K –
DRAFTKINGS INC NEW COM CL A 2M 40K –
DT MIDSTREAM INC COMMON STOCK 502K 7K –
DTE ENERGY CO COM 3M 25K –
DUFF & PHELPS UTLITY AND INF COM 247K 25K –
DUKE ENERGY CORP NEW COM NEW 22M 215K –
DUPONT DE NEMOURS INC COM 3M 36K –
DUTCH BROS INC CL A 691K 17K –
DYNATRACE INC COM NEW 394K 9K –
E L F BEAUTY INC COM 254K 1K –
EA SERIES TRUST STOCKSNIPS AI PO 3M 112K –
EA SERIES TRUST EA BRIDGEWAY OMN 331K 16K –
EA SERIES TRUST STRIVE 1000 DIV 285K 9K –
EA SERIES TRUST STRIVE 1000 VALU 240K 9K –
EA SERIES TRUST FREEDOM 100 EM 12M 347K –
EA SERIES TRUST STRIVE 1000 GRWT 272K 7K –
EA SERIES TRUST STRIVE 500 ETF 2M 50K –
EA SERIES TRUST STRIVE EMERGING 260K 9K –
EA SERIES TRUST STRIVE US ENERGY 530K 18K –
EAGLE POINT CREDIT COMPANY I COM 351K 35K –
EASTERLY GOVT PPTYS INC COM 422K 34K –
EASTMAN CHEM CO COM 2M 22K –
EATON CORP PLC SHS 38M 121K –
EATON VANCE ENHANCED EQUITY COM 1M 53K –
EATON VANCE FLTING RATE INC COM 64K 11K –
EATON VANCE LTD DURATION INC COM 610K 63K –
EATON VANCE MUN BD FD COM 196K 19K –
EATON VANCE MUNI INCOME TRUS SH BEN INT 1M 111K –
EATON VANCE RISK-MANAGED DIV COM 97K 11K –
EATON VANCE SR FLTNG RTE TR COM 136K 10K –
EATON VANCE SR INCOME TR SH BEN INT 104K 16K –
EATON VANCE TAX MNGED BUY WR COM 156K 11K –
EATON VANCE TAX-MANAGED BUY- COM 912K 67K –
EATON VANCE TAX-MANAGED DIVE COM 527K 38K –
EATON VANCE TAX-MANAGED GLOB COM 1M 156K –
EATON VANCE TAX-MANAGED GLOB COM 1M 131K –
EBAY INC. COM 8M 153K –
ECOLAB INC COM 4M 19K –
EDISON INTL COM 6M 80K –
EDWARDS LIFESCIENCES CORP COM 2M 23K –
ELBIT SYS LTD ORD 1M 6K –
ELECTRONIC ARTS INC COM 2M 16K –
ELEVANCE HEALTH INC COM 19M 34K –
ELI LILLY &CO COM 77M 91K –
ELLINGTON CREDIT COMPANY COM SHS BEN INT 186K 26K –
EMCOR GROUP INC COM 736K 2K –
EMERSON ELEC CO COM 23M 215K –
EMX RTY CORP COM 20K 11K –
ENBRIDGE INC COM 11M 317K –
ENDRA LIFE SCIENCES INC COM NEW 2K 23K –
ENERGY FUELS INC COM NEW 111K 18K –
ENERGY TRANSFER L P COM UT LTD PTN 11M 654K –
ENI S P A SPONSORED ADR 201K 7K –
ENOVA INTL INC COM 229K 4K –
ENOVIX CORPORATION COM 568K 37K –
ENPHASE ENERGY INC COM 440K 4K –
ENSIGN GROUP INC COM 311K 3K –
ENTEGRIS INC COM 628K 5K –
ENTERGY CORP NEW COM 5M 46K –
ENTERPRISE PRODS PARTNERS L COM 14M 482K –
EOG RES INC COM 6M 45K –
EOS ENERGY ENTERPRISES INC COM CL A 66K 52K –
EPAM SYS INC COM 396K 2K –
EPR PPTYS COM SH BEN INT 528K 12K –
EQT CORP COM 728K 20K –
EQUIFAX INC COM 2M 6K –
EQUINIX INC COM 4M 6K –
EQUINOR ASA SPONSORED ADR 1M 35K –
EQUITRANS MIDSTREAM CORP COM 350K 27K –
EQUITY COMWLTH 6.5% CNV PFD D 356K 15K –
EQUITY LIFESTYLE PPTYS INC COM 420K 6K –
EQUITY RESIDENTIAL SH BEN INT 398K 6K –
ERIE INDTY CO CL A 2M 5K –
ESS TECH INC COMMON STOCK 26K 32K –
ESSENTIAL UTILS INC COM 2M 42K –
ESSEX PPTY TR INC COM 1M 4K –
ETF SER SOLUTIONS AAM LW DUR PFD 1M 59K –
ETF SER SOLUTIONS DEFIANCE NEXT 586K 14K –
ETF SER SOLUTIONS AAM S&P 500 273K 9K –
ETF SER SOLUTIONS US GLB JETS 764K 39K –
ETFIS SER TR I VIRTUS INFRCAP 452K 22K –
ETFS GOLD TR PHYSCL GOLD SHS 14M 635K –
ETHAN ALLEN INTERIORS INC COM 468K 17K –
ETSY INC COM 393K 7K –
EVERGY INC COM 1M 22K –
EVERI HLDGS INC COM 140K 17K –
EVERSOURCE ENERGY COM 1M 19K –
EVGO INC CL A COM 33K 13K –
EXACT SCIENCES CORP COM 900K 21K –
EXCHANGE LISTED FDS TR SABA INT RATE 591K 28K –
EXCHANGE TRADED CONCEPTS TRU EMQQ EM INTERN 258K 8K –
EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 774K 17K –
EXELIXIS INC COM 386K 17K –
EXELON CORP COM 3M 100K –
EXPEDIA GROUP INC COM NEW 696K 6K –
EXPEDITORS INTL WASH INC COM 553K 4K –
EXPONENT INC COM 293K 3K –
EXSCIENTIA PLC ADS 112K 22K –
EXTRA SPACE STORAGE INC COM 471K 3K –
EXXON MOBIL CORP COM 99M 862K –
F N B CORP COM 2M 140K –
F5 INC COM 518K 3K –
FABRINET SHS 238K 973 –
FACTSET RESH SYS INC COM 840K 2K –
FAIR ISAAC CORP COM 540K 385 –
FARADAY FUTURE INTLGT ELEC I COM CL A 11K 23K –
FARMERS NATIONAL BANC CORP COM 248K 20K –
FASTENAL CO COM 1M 24K –
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 897K 9K –
FEDERATED HERMES PREM MUNI I COM 601K 53K –
FEDEX CORP COM 14M 47K –
FERGUSON PLC NEW SHS 2M 9K –
FERRARI N V COM 2M 4K –
FIBROGEN INC COM 11K 13K –
FIDELITY COMWLTH TR NASDAQ COMPSIT 28M 491K –
FIDELITY COVINGTON TRUST CLOUD COMPUTNG 461K 19K –
FIDELITY COVINGTON TRUST FIDELITY MAGELAN 221K 7K –
FIDELITY COVINGTON TRUST INTL MULTIFACTOR 262K 10K –
FIDELITY COVINGTON TRUST EMERG MKTS MLTFT 1M 40K –
FIDELITY COVINGTON TRUST MOMENTUM FACTR 2M 33K –
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 844K 17K –
FIDELITY COVINGTON TRUST ENHANCED LARGE 9M 298K –
FIDELITY COVINGTON TRUST ENHANCED SMALL 553K 19K –
FIDELITY COVINGTON TRUST ENHANCED LARGE 11M 332K –
FIDELITY COVINGTON TRUST ENHANCED INTL 11M 400K –
FIDELITY COVINGTON TRUST ENHANCED MID 1M 37K –
FIDELITY COVINGTON TRUST ENHANCED LARGE 4M 123K –
FIDELITY COVINGTON TRUST MSCI CONSM DIS 4M 51K –
FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL 244K 21K –
FIDELITY COVINGTON TRUST CONSMR STAPLES 5M 115K –
FIDELITY COVINGTON TRUST FIDELITY FUND LR 25M 1M –
FIDELITY COVINGTON TRUST BLUE CHIP VALUE 187K 18K –
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 26M 626K –
FIDELITY COVINGTON TRUST FUNDAMENTAL LARG 11M 248K –
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 16M 663K –
FIDELITY COVINGTON TRUST MSCI FINLS IDX 4M 69K –
FIDELITY COVINGTON TRUST SML MID MLTFCT 15M 414K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 12M 187K –
FIDELITY COVINGTON TRUST HIGH YILD ETF 1M 38K –
FIDELITY COVINGTON TRUST MSCI INDL INDX 3M 49K –
FIDELITY COVINGTON TRUST INT VL FCT ETF 1M 65K –
FIDELITY COVINGTON TRUST INT HG DIV ETF 4M 192K –
FIDELITY COVINGTON TRUST VLU FACTOR ETF 7M 130K –
FIDELITY COVINGTON TRUST QLTY FCTOR ETF 31M 525K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 32M 188K –
FIDELITY COVINGTON TRUST LOW VOLITY ETF 18M 317K –
FIDELITY COVINGTON TRUST DIVID ETF RISI 2M 58K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 31M 683K –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 829K 39K –
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 12M 289K –
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 7M 144K –
FIDELITY MERRIMACK STR TR LTD TRM BD ETF 839K 17K –
FIDELITY MERRIMACK STR TR CORP BOND ETF 7M 176K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 106M 2M –
FIDELITY MERRIMACK STR TR LOW DURTIN ETF 1M 25K –
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 677K 14K –
FIDELITY NATL INFORMATION SV COM 5M 71K –
FIDELITY WISE ORIGIN BITCOIN SHS 10M 192K –
FIFTH THIRD BANCORP COM 3M 71K –
FIGS INC CL A 254K 48K –
FIRST BANCORP INC ME COM 362K 15K –
FIRST BUSINESS FINL SVCS INC COM 340K 9K –
FIRST COMWLTH FINL CORP PA COM 188K 14K –
FIRST CTZNS BANCSHARES INC N CL A 480K 285 –
FIRST FINL BANCORP OH COM 260K 12K –
FIRST LONG IS CORP COM 365K 36K –
FIRST SOLAR INC COM 2M 7K –
FIRST TR DOW JONES SELECT MI COM SHS ANNUAL 220K 4K –
FIRST TR EXCH TRADED FD III FT VEST SMID 494K 24K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 39M 2M –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 2M 35K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 2M 32K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 5M 278K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 290K 16K –
FIRST TR EXCH TRADED FD III CALIF MUN INCM 221K 4K –
FIRST TR EXCH TRADED FD III HORIZON DMST ETF 660K 19K –
FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 668K 18K –
FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX 504K 10K –
FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 1M 18K –
FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 1M 42K –
FIRST TR EXCH TRD ALPHDX FD EM SML CP ALPH 266K 7K –
FIRST TR EXCH TRD ALPHDX FD EURO ALPHADEX 214K 5K –
FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW 11M 175K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 14M 580K –
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 512K 18K –
FIRST TR EXCHANGE TRADED FD GROWTH STRENGTH 19M 607K –
FIRST TR EXCHANGE TRADED FD INDXX AEROSPACE 366K 13K –
FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 570K 10K –
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 833K 13K –
FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 702K 39K –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 3M 65K –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 2M 15K –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 2M 27K –
FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 732K 11K –
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 2M 17K –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 360K 11K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 6M 62K –
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 1M 65K –
FIRST TR EXCHANGE TRADED FD IPOX EUROPE EQ 1M 40K –
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 300K 23K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33M 585K –
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 2M 38K –
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 15M 128K –
FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 5M 58K –
FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 2M 33K –
FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 988K 15K –
FIRST TR EXCHANGE-TRADED ALP SML CAP VAL ALPH 2M 31K –
FIRST TR EXCHANGE-TRADED FD DOW 30 EQL WGT 2M 52K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 7M 73K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 41M 489K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 2M 11K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 12M 57K –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 966K 28K –
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 1M 40K –
FIRST TR EXCHANGE-TRADED FD FT VEST GOLD 16M 775K –
FIRST TR EXCHANGE-TRADED FD GBL WND ENRG ETF 567K 35K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 8M 253K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 16M 357K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 4M 97K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 4M 196K –
FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DUR 782K 38K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 15M 803K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 7M 315K –
FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 2M 133K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 5M 73K –
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 1M 58K –
FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 325K 16K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 139M 3M –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 4M 78K –
FIRST TR EXCHANGE-TRADED FD INTL DEV STRNGTH 3M 78K –
FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 715K 45K –
FIRST TR EXCHANGE-TRADED FD DORSEYWRIGHT MOM 233K 7K –
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 19M 282K –
FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 2M 44K –
FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR 4M 41K –
FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 973K 32K –
FIRST TR EXCHANGE-TRADED FD NASDAQ BK ETF 1M 42K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRIGHT 1M 33K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRIGHT 685K 35K –
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 702K 14K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 9M 172K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 12M 251K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 32M 544K –
FIRST TR EXCHANGE-TRADED FD SSI STRG ETF 538K 16K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 21M 415K –
FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 3M 156K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 29M 873K –
FIRST TR EXCHANGE-TRADED FD INDXX INOVTV ETF 452K 10K –
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 2M 24K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY E 702K 23K –
FIRST TR EXCHNG TRADED FD VI VEST NASDAQ 100 669K 33K –
FIRST TR EXCHNG TRADED FD VI FT VEST NASDAQ 1 3M 156K –
FIRST TR EXCHNG TRADED FD VI FT VEST US SMALL 788K 39K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT E 661K 20K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 4M 133K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 333K 15K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 2M 61K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. EQU 384K 13K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 228K 10K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 2M 56K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 3M 99K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 4M 102K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 12M 327K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 645K 28K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 6M 163K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 16M 438K –
FIRST TR EXCHNG TRADED FD VI FLEXIBL MUN HIGH 603K 36K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 5M 131K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 5M 204K –
FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ 255K 11K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 1M 49K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 5M 116K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 8M 230K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 78K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 4M 99K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 4M 170K –
FIRST TR EXCHNG TRADED FD VI FT VEST INTE 235K 10K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 66K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 2M 47K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 5M 138K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 51K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 8M 191K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 6M 119K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 8M 221K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 4M 91K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 53M 2M –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 8M 178K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 2M 49K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 48M 1M –
FIRST TR EXCHNG TRADED FD VI ACTV FCTR MDCP 2M 62K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 80K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 46K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 3M 83K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 56K –
FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 205K 11K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 9M 369K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 63K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 5M 111K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 5M 134K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 3M 78K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M 248K 8K –
FIRST TR EXCHNG TRADED FD VI VEST US EQU ENHA 278K 9K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M 3M 117K –
FIRST TR EXCHNG TRADED FD VI FT VEST EQ ENHAN 2M 71K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 99K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 5M 133K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 87K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 13M 376K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 3M 80K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 4M 164K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 4M 130K –
FIRST TR EXCHNG TRADED FD VI FT VEST LAD 13M 580K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 4M 119K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 33M 1M –
FIRST TR EXCHNG TRADED FD VI VEST BUFFERED 373K 17K –
FIRST TR EXCHNG TRADED FD VI VEST BUFFERED 1M 52K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 4M 120K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 2M 49K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 4M 102K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 1M 56K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 10M 268K –
FIRST TR EXCHNG TRADED FD VI FT VEST INT JUNE 601K 27K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 4M 107K –
FIRST TR HIGH YIELD OPPRT 20 COM 3M 187K –
FIRST TR INTER DURATN PFD & COM 425K 23K –
FIRST TR LRG CP VL ALPHADEX COM SHS 2M 27K –
FIRST TR LRGE CP CORE ALPHA COM SHS 17M 175K –
FIRST TR MID CAP CORE ALPHAD COM SHS 32M 295K –
FIRST TR MORNINGSTAR DIVID L SHS 12M 344K –
FIRST TR MULTI CAP GROWTH AL COM SHS 286K 2K –
FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 225K 3K –
FIRST TR NAS100 EQ WEIGHTED SHS 11M 88K –
FIRST TR NASDAQ 100 TECH IND SHS 14M 75K –
FIRST TR S&P REIT INDEX FD COM 259K 10K –
FIRST TR SML CP CORE ALPHA F COM SHS 7M 73K –
FIRST TR SR FLTG RATE INCOME COM 115K 11K –
FIRST TR STOXX EUROPEAN SELE COMMON SHS 144K 12K –
FIRST TR VALUE LINE DIVID IN SHS 41M 1M –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 2M 18K –
FIRSTENERGY CORP COM 1M 29K –
FISERV INC COM 16M 105K –
FIVE BELOW INC COM 260K 2K –
FLAHERTY & CRUMRINE DYNAMIC SHS 357K 19K –
FLAHERTY &CRUMRINE PFD SECS COM 385K 26K –
FLEX LTD ORD 316K 11K –
FLEXSHARES TR MORNSTAR USMKT 1M 8K –
FLEXSHARES TR MSTAR EMKT FAC 350K 7K –
FLEXSHARES TR MORNSTAR UPSTR 3M 68K –
FLEXSHARES TR REAL ASST IDX 407K 13K –
FLEXSHARES TR M STAR DEV MKT 597K 9K –
FLEXSHARES TR INT QLTDVDYNAM 491K 17K –
FLEXSHARES TR INTL QLTDV IDX 1M 44K –
FLEXSHARES TR QLT DIV DEF IDX 373K 6K –
FLEXSHARES TR QUALT DIVD IDX 446K 7K –
FLOOR &DECOR HLDGS INC CL A 638K 6K –
FLUOR CORP NEW COM 866K 20K –
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 278K 3K –
FORD MTR CO DEL COM 9M 721K –
FORESTAR GROUP INC COM 234K 7K –
FORTINET INC COM 3M 57K –
FORTIVE CORP COM 978K 13K –
FORTUNA MNG CORP COM NEW 65K 13K –
FRANCO NEV CORP COM 5M 44K –
FRANKLIN LTD DURATION INCOME COM 176K 28K –
FRANKLIN RESOURCES INC COM 479K 21K –
FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 713K 23K –
FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF 1M 41K –
FRANKLIN TEMPLETON ETF TR INCOME EQT FOCUS 207K 4K –
FRANKLIN TEMPLETON ETF TR US CORE BOND ETF 241K 11K –
FRANKLIN TEMPLETON ETF TR HIGH YIELD CORP 637K 27K –
FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA 404K 10K –
FRANKLIN TEMPLETON ETF TR US LRG CP MLTFCT 2M 40K –
FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 626K 26K –
FRANKLIN TEMPLETON ETF TR US MID CP MLTFCT 3M 51K –
FRANKLIN UNVL TR SH BEN INT 202K 30K –
FREEPORT-MCMORAN INC CL B 19M 389K –
FRONTIER GROUP HLDGS INC COM 79K 16K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 6M 882K –
FS KKR CAP CORP COM 21M 1M –
FTI CONSULTING INC COM 329K 2K –
FUBOTV INC COM 17K 14K –
FULTON FINL CORP PA COM 510K 30K –
FUTU HLDGS LTD SPON ADS CL A 342K 5K –
GABELLI DIVID & INCOME TR COM 637K 28K –
GABELLI EQUITY TR INC COM 167K 32K –
GABELLI UTIL TR COM 143K 24K –
GALLAGHER ARTHUR J &CO COM 4M 50K –
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 419K 103K –
GAMCO NAT RES GOLD & INCOME SH BEN INT 95K 17K –
GAMESTOP CORP NEW CL A 365K 15K –
GAMING & LEISURE PPTYS INC COM 1M 30K –
GAN LTD SHS 50K 34K –
GARMIN LTD SHS 2M 11K –
GARTNER INC COM 2M 4K –
GATES INDL CORP PLC ORD SHS 219K 14K –
GATX CORP COM 249K 2K –
GE AEROSPACE COM NEW 7M 52K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 1M 15K –
GE VERNOVA INC COM 3M 16K –
GEN DIGITAL INC COM 290K 12K –
GENERAC HLDGS INC COM 891K 7K –
GENERAL DYNAMICS CORP COM 23M 82K –
GENERAL MLS INC COM 8M 135K –
GENERAL MTRS CO COM 6M 126K –
GENIE ENERGY LTD CL B 221K 15K –
GENMAB A/S SPONSORED ADS 206K 8K –
GENTEX CORP COM 811K 24K –
GENUINE PARTS CO COM 10M 70K –
GEO GROUP INC NEW COM 449K 31K –
GERON CORP COM 197K 46K –
GILEAD SCIENCES INC COM 6M 94K –
GLOBAL MED REIT INC COM NEW 3M 330K –
GLOBAL NET LEASE INC COM NEW 3M 358K –
GLOBAL PARTNERS LP COM UNITS 543K 12K –
GLOBAL PMTS INC COM 2M 17K –
GLOBAL SELF STORAGE INC COM 73K 15K –
GLOBAL SHIP LEASE INC NEW COM CL A 466K 16K –
GLOBAL X FDS GLB X MLP ENRG I 849K 17K –
GLOBAL X FDS GLBL X MLP ETF 892K 18K –
GLOBAL X FDS RATE PREFERRED 264K 11K –
GLOBAL X FDS CYBRSCURTY ETF 8M 277K –
GLOBAL X FDS CLOUD COMPUTNG 217K 11K –
GLOBAL X FDS RUSSELL 2000 1M 81K –
GLOBAL X FDS S&P 500 COVERED 731K 18K –
GLOBAL X FDS NASDAQ 100 COVER 3M 158K –
GLOBAL X FDS AUTONMOUS EV ETF 220K 9K –
GLOBAL X FDS ARTIFICIAL ETF 16M 460K –
GLOBAL X FDS US PFD ETF 5M 259K –
GLOBAL X FDS US INFR DEV ETF 16M 443K –
GLOBAL X FDS RBTCS ARTFL INTE 10M 310K –
GLOBAL X FDS INTERNET OF THNG 287K 8K –
GLOBAL X FDS GLOBAL X COPPER 336K 7K –
GLOBAL X FDS GLOBAL X SILVER 327K 10K –
GLOBAL X FDS LITHIUM BTRY ETF 2M 56K –
GLOBAL X FDS GLOBAL X URANIUM 320K 11K –
GLOBAL X FDS S&P 500 CATHOLIC 295K 5K –
GLOBAL X FDS SOLAR ETF 142K 15K –
GLOBANT S A COM 627K 4K –
GLOBE LIFE INC COM 490K 6K –
GODADDY INC CL A 597K 5K –
GOLD FIELDS LTD SPONSORED ADR 179K 12K –
GOLD ROYALTY CORP COMMON SHARES 23K 16K –
GOLDMAN SACHS BDC INC SHS 296K 20K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 601K 18K –
GOLDMAN SACHS ETF TR JUST US LRG CP 431K 9K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 3M 33K –
GOLDMAN SACHS ETF TR ACCES TREASURY 5M 55K –
GOLDMAN SACHS GROUP INC COM 26M 57K –
GOLDMAN SACHS PHYSICAL GOLD UNIT 885K 38K –
GOLUB CAP BDC INC COM 187K 12K –
GOODYEAR TIRE &RUBR CO COM 390K 34K –
GORMAN RUPP CO COM 725K 20K –
GRACO INC COM 743K 9K –
GRAFTECH INTL LTD COM 14K 14K –
GRAINGER W W INC COM 2M 2K –
GRAND CANYON ED INC COM 202K 1K –
GRANITE CONSTR INC COM 269K 4K –
GRANITESHARES ETF TR BBG COMMD K 1 713K 35K –
GRANITESHARES ETF TR 2X LONG NVDA DAI 307K 4K –
GRAPHIC PACKAGING HLDG CO COM 662K 25K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 8M 163K –
GREIF INC CL A 228K 4K –
GRIFFON CORP COM 410K 6K –
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 505K 3K –
GSK PLC SPONSORED ADR 7M 179K –
GUGGENHEIM STRATEGIC OPPORTU COM SBI 692K 46K –
GUGGENHEIM TAXABLE MUNICP BO COM 320K 23K –
HALEON PLC SPON ADS 388K 51K –
HALLIBURTON CO COM 1M 40K –
HALOZYME THERAPEUTICS INC COM 260K 5K –
HANCOCK JOHN INCOME SECS TR COM 453K 42K –
HANCOCK JOHN PFD INCOME FD SH BEN INT 2M 118K –
HANCOCK JOHN PFD INCOME FD I COM 904K 53K –
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 2M 141K –
HANESBRANDS INC COM 108K 22K –
HANNON ARMSTRONG SUST INFR C COM 622K 21K –
HANOVER INS GROUP INC COM 225K 2K –
HARMONIC INC COM 160K 14K –
HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD 279K 14K –
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 4M 111K –
HARTFORD FINL SVCS GROUP INC COM 2M 21K –
HASBRO INC COM 256K 5K –
HCA HEALTHCARE INC COM 2M 7K –
HCI GROUP INC COM 311K 3K –
HDFC BANK LTD SPONSORED ADS 935K 15K –
HEALTHCARE RLTY TR CL A COM 277K 17K –
HEALTHPEAK PROPERTIES INC COM 780K 40K –
HEARTCORE ENTERPRISES INC COM 7K 11K –
HECLA MNG CO COM 3M 580K –
HEICO CORP NEW COM 1M 5K –
HEICO CORP NEW CL A 436K 2K –
HELMERICH &PAYNE INC COM 400K 11K –
HENRY JACK &ASSOC INC COM 1M 8K –
HENRY SCHEIN INC COM 547K 9K –
HERCULES CAPITAL INC COM 436K 25K –
HERSHEY CO COM 4M 24K –
HESS CORP COM 1M 9K –
HEWLETT PACKARD ENTERPRISE C COM 547K 26K –
HEXCEL CORP NEW COM 277K 4K –
HF SINCLAIR CORP COM 2M 48K –
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 171K 27K –
HILTON WORLDWIDE HLDGS INC COM 2M 7K –
HOLOGIC INC COM 594K 8K –
HOME DEPOT INC COM 50M 155K –
HONDA MOTOR LTD ADR ECH CNV IN 3 324K 11K –
HONEYWELL INTL INC COM 21M 102K –
HORMEL FOODS CORP COM 375K 12K –
HOST HOTELS & RESORTS INC COM 184K 10K –
HOULIHAN LOKEY INC CL A 294K 2K –
HOWMET AEROSPACE INC COM 1M 19K –
HP INC COM 3M 80K –
HUBBELL INC COM 6M 18K –
HUBSPOT INC COM 975K 2K –
HUMANA INC COM 1M 4K –
HUNT J B TRANS SVCS INC COM 414K 3K –
HUNTINGTON BANCSHARES INC COM 8M 627K –
HUNTINGTON INGALLS INDS INC COM 3M 11K –
HUNTSMAN CORP COM 235K 10K –
HUT 8 CORP COM 239K 16K –
ICAHN ENTERPRISES LP DEPOSITARY UNIT 1M 61K –
ICICI BANK LIMITED ADR 736K 26K –
ICON PLC SHS 2M 8K –
IDEXX LABS INC COM 2M 4K –
ILLINOIS TOOL WKS INC COM 15M 64K –
ILLUMINA INC COM 408K 6K –
IMAC HLDGS INC COM NEW 94K 44K –
IMMUNITYBIO INC COM 215K 34K –
IMPERIAL OIL LTD COM NEW 344K 5K –
INDEPENDENCE RLTY TR INC COM 8M 401K –
INDEPENDENT BANK GROUP INC COM 810K 18K –
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 362K 15K –
INDEXIQ ETF TR HEDGE MLTI ETF 299K 10K –
INDEXIQ ETF TR IQ MRGR ARB ETF 669K 21K –
INFOSYS LTD SPONSORED ADR 467K 25K –
ING GROEP N.V. SPONSORED ADR 616K 36K –
INGERSOLL RAND INC COM 2M 25K –
INGREDION INC COM 307K 3K –
INNOVATIVE INDL PPTYS INC COM 509K 5K –
INNOVATOR ETFS TRUST INVATR 20 PLS 9 525K 26K –
INNOVATOR ETFS TRUST INVTOR 2 PLS 5 506K 26K –
INNOVATOR ETFS TRUST GRWT100 PWR BUF 2M 26K –
INNOVATOR ETFS TRUST US SML CP PWR B 2M 84K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 2M 59K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 709K 19K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 3M 102K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 1M 31K –
INNOVATOR ETFS TRUST GRWT100 PWR BF 6M 120K –
INNOVATOR ETFS TRUST US SML CP PWR ET 4M 146K –
INNOVATOR ETFS TRUST EMRGNG MKT APRIL 2M 81K –
INNOVATOR ETFS TRUST INTRNL DEV APRL 2M 72K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 551K 16K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 9M 231K –
INNOVATOR ETFS TRUST US EQTY BUFR MAR 3M 59K –
INNOVATOR ETFS TRUST US EQTY BUFR JAN 2M 43K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 12M 351K –
INNOVATOR ETFS TRUST US EQT ULTRA BFR 548K 17K –
INNOVATOR ETFS TRUST US EQTY BUFR FEB 1M 29K –
INNOVATOR ETFS TRUST GRWT100 PWR BF 6M 127K –
INNOVATOR ETFS TRUST US SML CP PWR B 5M 147K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 15M 363K –
INNOVATOR ETFS TRUST EMRGNG MKT JAN 3M 93K –
INNOVATOR ETFS TRUST INTRNL DEV JAN 1M 47K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 1M 43K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 10M 266K –
INNOVATOR ETFS TRUST US EQTY BUF DEC 847K 20K –
INNOVATOR ETFS TRUST US EQTY ULTRA BU 364K 11K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 9M 235K –
INNOVATOR ETFS TRUST US EQTY BUF NOV 870K 23K –
INNOVATOR ETFS TRUST US SML CP PWR B 859K 30K –
INNOVATOR ETFS TRUST GRWT100 PWR BUF 2M 43K –
INNOVATOR ETFS TRUST EMERGING MKT PWR 409K 16K –
INNOVATOR ETFS TRUST INTERNATIONAL DV 412K 14K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 2M 56K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 11M 289K –
INNOVATOR ETFS TRUST US EQTY BUF SEP 3M 63K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 2M 49K –
INNOVATOR ETFS TRUST US EQTY PWR BF 14M 389K –
INNOVATOR ETFS TRUST US EQUT BUFR AUG 5M 113K –
INNOVATOR ETFS TRUST EMRGNG MKT JULY 1M 47K –
INNOVATOR ETFS TRUST INTRNL DEV JULY 744K 26K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 2M 47K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 6M 157K –
INNOVATOR ETFS TRUST US EQTY BUFR JUN 1M 27K –
INNOVATOR ETFS TRUST US EQTY BUF OCT 2M 55K –
INNOVATOR ETFS TRUST US EQTY BUFR JUL 2M 53K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 17M 436K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 1M 49K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 15M 384K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 2M 56K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 8M 255K –
INNOVATOR ETFS TRUST US EQT PWR BUF 16M 454K –
INNOVATOR ETFS TRUST US EQT BUFR APR 2M 60K –
INNOVATOR ETFS TRUST INNOVATOR GW 100 492K 19K –
INNOVATOR ETFS TRUST INNOVATOR US SMA 375K 15K –
INNOVATOR ETFS TRUST INNOVATOR INTL D 316K 13K –
INNOVATOR ETFS TRUST US EQUITY ACCELE 714K 22K –
INNOVATOR ETFS TRUST EQUITY DEFINED 3M 136K –
INNOVATOR ETFS TRUST INNOVATOR INTL D 461K 18K –
INNOVATOR ETFS TRUST EQUITY DEFI 2026 1M 44K –
INNOVATOR ETFS TRUST INTERNATIONAL DE 212K 8K –
INNOVATOR ETFS TRUST U S EQ 10 BUFFER 3M 108K –
INNOVATOR ETFS TRUST INNOVATOR US EQ 243K 8K –
INNOVATOR ETFS TRUST EQUITY DEF PROTN 3M 104K –
INNOVATOR ETFS TRUST PREM INC 30 BARR 932K 38K –
INNOVATOR ETFS TRUST PREM INCM 30 BAR 2M 90K –
INNOVATOR ETFS TRUST INNOV PRM INC 20 278K 11K –
INNOVATOR ETFS TRUST QUITY MANAGD FLR 3M 101K –
INNOVATOR ETFS TRUST LADDERED ALC BFR 473K 15K –
INNOVATOR ETFS TRUST US EQT ACC 9 BFR 942K 34K –
INNOVATOR ETFS TRUST GRWT ACCLTD PLUS 249K 11K –
INNOVATOR ETFS TRUST LADERD ALCTN PWR 2M 41K –
INNOVATOR ETFS TRUST US EQTY ACCELRT9 561K 19K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 7M 236K –
INNOVATOR ETFS TRUST GRWT ACLRTD PLUS 208K 7K –
INNOVATOR ETFS TRUST US EQT ACLRTD 9 850K 26K –
INSPIRE MED SYS INC COM 415K 3K –
INTEGER HLDGS CORP COM 2M 18K –
INTEL CORP COM 16M 560K –
INTERACTIVE BROKERS GROUP IN COM CL A 597K 5K –
INTERCONTINENTAL EXCHANGE IN COM 5M 39K –
INTERNATIONAL BUSINESS MACHS COM 30M 197K –
INTERNATIONAL PAPER CO COM 3M 68K –
INTERNATIONAL SEAWAYS INC COM 684K 12K –
INTERPUBLIC GROUP COS INC COM 678K 23K –
INTRA-CELLULAR THERAPIES INC COM 246K 4K –
INTUIT COM 7M 11K –
INTUITIVE SURGICAL INC COM NEW 7M 16K –
INVENTRUST PPTYS CORP COM NEW 943K 38K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 502K 36K –
INVESCO BD FD COM 2M 99K –
INVESCO DB COMMDY INDX TRCK UNIT 2M 70K –
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 6M 253K –
INVESCO DB MULTI-SECTOR COMM OIL FD 614K 39K –
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INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 1M 36K –
INVESCO EXCH TRADED FD TR II S&P SMLCP STAP 270K 8K –
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 4M 65K –
INVESCO EXCH TRADED FD TR II S&P INTL QULTY 220K 7K –
INVESCO EXCH TRADED FD TR II S&P INTL LOW 424K 16K –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 703K 13K –
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 557K 6K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 44M 680K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 3M 62K –
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 1M 13K –
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 570K 30K –
INVESCO EXCH TRADED FD TR II PFD ETF 5M 464K –
INVESCO EXCH TRADED FD TR II NY AMT FRE MUN 202K 9K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 2M 102K –
INVESCO EXCH TRADED FD TR II MSCI GBL TIMBR 255K 8K –
INVESCO EXCH TRADED FD TR II KBW BK ETF 3M 48K –
INVESCO EXCH TRADED FD TR II INTL BUYBACK 285K 7K –
INVESCO EXCH TRADED FD TR II GLOBAL WATER 345K 9K –
INVESCO EXCH TRADED FD TR II FNDMNTL IG CRP 321K 14K –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 381K 21K –
INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 375K 19K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 280K 6K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 511K 26K –
INVESCO EXCH TRADED FD TR II DORSEY WRGT SMLC 502K 6K –
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 5M 104K –
INVESCO EXCH TRADED FD TR II S&P SMALLCAP ENE 2M 30K –
INVESCO EXCH TRADED FD TR II NASDAQ FT GEN200 256K 10K –
INVESCO EXCH TRADED FD TR II SR LN ETF 8M 385K –
INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 318K 11K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 38M 192K –
INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE 677K 15K –
INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 3M 63K –
INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 381K 3K –
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 8M 87K –
INVESCO EXCH TRADED FD TR II SOLAR ETF 982K 24K –
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 1M 45K –
INVESCO EXCH TRADED FD TR II VAR RATE PFD 4M 167K –
INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 1M 14K –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 31 MUN 2M 77K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 5M 342K –
INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 2M 83K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI 2M 77K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI 1M 59K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 466K 20K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 902K 37K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 MUNI 810K 33K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 6M 339K –
INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 803K 36K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 8M 150K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 2M 92K –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 5M 243K –
INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 5M 104K –
INVESCO EXCH TRD SLF IDX FD BLOOMBERG PRICIN 2M 32K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 13M 658K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 9M 457K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 8M 342K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 17M 826K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 3M 137K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 14M 663K –
INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH 1M 52K –
INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH 289K 14K –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 32 MUN 1M 46K –
INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 630K 31K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 4M 41K –
INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 274K 4K –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 5M 79K –
INVESCO EXCHANGE TRADED FD T S&P MDCP400 VL 379K 3K –
INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 465K 10K –
INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 258K 2K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 2M 49K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 2M 26K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 4M 49K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 2M 65K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL 570K 10K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 5M 146K –
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 2M 23K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 10M 217K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 511K 17K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 4M 73K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 129M 784K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 1M 18K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 533K 17K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS 546K 11K –
INVESCO EXCHANGE TRADED FD T INVESCO MSCI 289K 7K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 28M 270K –
INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH 2M 16K –
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 10M 87K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 11M 115K –
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 371K 7K –
INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 1M 34K –
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 2M 94K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 387K 20K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 2M 42K –
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 384K 8K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 62M 2M –
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 1M 77K –
INVESCO EXCHANGE TRADED FD T AI AND NEXT GEN 317K 7K –
INVESCO EXCHANGE TRADED FD T LEISURE AND ENTE 300K 7K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 8M 144K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 8M 80K –
INVESCO EXCHANGE TRADED FD T BUILDING & CONST 680K 10K –
INVESCO EXCHANGE TRADED FD T BIOTECHNOLOGY 319K 5K –
INVESCO EXCHANGE TRADED FD T DORSEY WRGT TECH 203K 3K –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 967K 10K –
INVESCO EXCHANGE TRADED FD T DORSEY WRGT INDS 217K 2K –
INVESCO EXCHANGE TRADED FD T ZACKS MID CAP 412K 4K –
INVESCO INDIA EXCHANGE-TRADE INDIA ETF 403K 14K –
INVESCO LTD SHS 774K 52K –
INVESCO MORTGAGE CAPITAL INC COM 225K 24K –
INVESCO MUN OPPORTUNITY TR COM 113K 11K –
INVESCO QQQ TR UNIT SER 1 297M 621K –
INVESCO TR INVT GRADE MUNS COM 164K 16K –
INVESCO VALUE MUN INCOME TR COM 863K 70K –
INVESTAR HLDG CORP COM 2M 109K –
IONIS PHARMACEUTICALS INC COM 236K 5K –
IONQ INC COM 243K 35K –
IOVANCE BIOTHERAPEUTICS INC COM 101K 32K –
IQVIA HLDGS INC COM 2M 8K –
IRON MTN INC DEL COM 7M 73K –
ISHARES BITCOIN TR SHS 5M 134K –
ISHARES GOLD TR ISHARES NEW 18M 446K –
ISHARES INC JP MRGN EM HI BD 219K 6K –
ISHARES INC EM MKTS DIV ETF 417K 15K –
ISHARES INC MSCI GLB SLV&MTL 140K 12K –
ISHARES INC MSCI CDA ETF 434K 12K –
ISHARES INC MSCI PAC JP ETF 6M 151K –
ISHARES INC MSCI SWITZERLAND 223K 5K –
ISHARES INC MSCI MEXICO ETF 364K 6K –
ISHARES INC CORE MSCI EMKT 26M 480K –
ISHARES INC MSCI EMRG CHN 4M 75K –
ISHARES INC MSCI JPN ETF NEW 471K 7K –
ISHARES INC MSCI GBL ETF NEW 281K 7K –
ISHARES INC ESG AWR MSCI EM 1M 44K –
ISHARES INC EMNG MKTS EQT 998K 21K –
ISHARES INC MSCI BRAZIL ETF 2M 74K –
ISHARES INC MSCI GBL MIN VOL 11M 106K –
ISHARES INC MSCI EMERG MRKT 7M 126K –
ISHARES S&P GSCI COMMODITY- UNIT BEN INT 226K 10K –
ISHARES SILVER TR ISHARES 13M 478K –
ISHARES TR MORNINGSTR US EQ 354K 5K –
ISHARES TR CHINA LG-CAP ETF 468K 18K –
ISHARES TR NORTH AMERN NAT 1M 25K –
ISHARES TR LATN AMER 40 ETF 6M 247K –
ISHARES TR EXPND TEC SC ETF 1M 16K –
ISHARES TR RUSSELL 3000 ETF 11M 35K –
ISHARES TR U.S. UTILITS ETF 401K 5K –
ISHARES TR U.S. FIN SVC ETF 584K 9K –
ISHARES TR U.S. BAS MTL ETF 801K 6K –
ISHARES TR EUROPE ETF 359K 7K –
ISHARES TR MORNINGSTAR VALU 250K 3K –
ISHARES TR AGENCY BOND ETF 223K 2K –
ISHARES TR EAFE SML CP ETF 971K 16K –
ISHARES TR GLB INFRASTR ETF 345K 7K –
ISHARES TR MRGSTR MD CP VAL 384K 5K –
ISHARES TR MRGSTR SM CP ETF 218K 4K –
ISHARES TR MRGSTR SM CP GR 289K 6K –
ISHARES TR GLOBAL MATER ETF 208K 2K –
ISHARES TR MRNING SM CP ETF 2M 40K –
ISHARES TR MSCI USA ESG SLC 4M 38K –
ISHARES TR U.S. PHARMA ETF 360K 5K –
ISHARES TR MICRO-CAP ETF 637K 6K –
ISHARES TR CONSER ALLOC ETF 492K 13K –
ISHARES TR US TREAS BD ETF 18M 788K –
ISHARES TR GNMA BOND ETF 272K 6K –
ISHARES TR MSCI INDIA ETF 2M 34K –
ISHARES TR MSCI INDIA SM CP 2M 20K –
ISHARES TR FLTG RATE NT ETF 8M 160K –
ISHARES TR CORE HIGH DV ETF 17M 158K –
ISHARES TR MSCI CHINA ETF 718K 17K –
ISHARES TR MSCI EAFE MIN VL 11M 155K –
ISHARES TR MSCI USA MIN VOL 29M 343K –
ISHARES TR 0-5 YR TIPS ETF 24M 239K –
ISHARES TR MSCI USA QLT FCT 98M 572K –
ISHARES TR MSCI USA VALUE 2M 18K –
ISHARES TR MSCI USA MMENTM 10M 49K –
ISHARES TR CORE MSCI TOTAL 8M 112K –
ISHARES TR CORE MSCI EAFE 51M 708K –
ISHARES TR CORE 1 5 YR USD 3M 54K –
ISHARES TR MRNGSTR INC ETF 4M 214K –
ISHARES TR 0-5YR INVT GR CP 1M 22K –
ISHARES TR INTL EQTY FACTOR 1M 42K –
ISHARES TR U S EQUITY FACTR 1M 20K –
ISHARES TR EXPONENTIAL TECH 2M 30K –
ISHARES TR 0-5YR HI YL CP 7M 170K –
ISHARES TR MSCI INTL QUALTY 4M 98K –
ISHARES TR MSCI LW CRB TG 230K 1K –
ISHARES TR CORE TOTAL USD 49M 1M –
ISHARES TR CORE DIV GRWTH 84M 1M –
ISHARES TR CUR HD EURZN ETF 1M 29K –
ISHARES TR GLOBAL REIT ETF 210K 9K –
ISHARES TR CORE MSCI EURO 849K 15K –
ISHARES TR HDG MSCI EAFE 8M 218K –
ISHARES TR TRS FLT RT BD 4M 72K –
ISHARES TR BLACKROCK ULTRA 4M 82K –
ISHARES TR IBONDS DEC25 ETF 12M 477K –
ISHARES TR IBONDS DEC24 ETF 10M 417K –
ISHARES TR CONV BD ETF 2M 30K –
ISHARES TR ESG AWRE USD ETF 211K 9K –
ISHARES TR INVESTMENT GRADE 1M 24K –
ISHARES TR ESG AWRE 1 5 YR 643K 26K –
ISHARES TR HIGH YLD SYSTM B 3M 57K –
ISHARES TR RUSEL 2500 ETF 4M 62K –
ISHARES TR CORE MSCI INTL 426K 6K –
ISHARES TR MORTGE REL ETF 373K 17K –
ISHARES TR MSCI INTL VLU FT 1M 44K –
ISHARES TR ESG AWR MSCI USA 10M 87K –
ISHARES TR MSCI USA SMCP MN 1M 30K –
ISHARES TR ESG ADVNCD HY BD 597K 13K –
ISHARES TR FALN ANGLS USD 626K 24K –
ISHARES TR ESG AW MSCI EAFE 5M 62K –
ISHARES TR INTL DIV GRWTH 567K 8K –
ISHARES TR MSCI GBL SUS DEV 257K 3K –
ISHARES TR CORE INTL AGGR 697K 14K –
ISHARES TR IBONDS DEC2026 11M 460K –
ISHARES TR CYBERSECURITY 835K 18K –
ISHARES TR IBONDS 25 TRM HG 318K 14K –
ISHARES TR IBONDS 24 TRM HG 1M 50K –
ISHARES TR GENOMICS IMMUN 282K 12K –
ISHARES TR IBONDS DEC 28 687K 27K –
ISHARES TR SELF DRIVNG EV 960K 34K –
ISHARES TR USD GRN BOND ETF 389K 8K –
ISHARES TR IBDS DEC28 ETF 10M 392K –
ISHARES TR ESG AWR US AGRGT 462K 10K –
ISHARES TR ROBOTICS ARTIF 806K 24K –
ISHARES TR ESG AWARE MSCI 1M 29K –
ISHARES TR IBONDS DEC 241K 9K –
ISHARES TR US INFRASTRUC 5M 124K –
ISHARES TR BROAD USD HIGH 3M 78K –
ISHARES TR CORE DIVID ETF 4M 89K –
ISHARES TR IBONDS 27 ETF 10M 411K –
ISHARES TR IBONDS DEC 2033 3M 137K –
ISHARES TR IBONDS DEC 2033 461K 19K –
ISHARES TR IBONDS DEC 29 4M 189K –
ISHARES TR IBONDS DEC 2032 1M 47K –
ISHARES TR IBONDS DEC 2032 890K 36K –
ISHARES TR IBONDS DEC 2031 868K 43K –
ISHARES TR IBONDS DEC 2031 4M 203K –
ISHARES TR ESG SCRND S&P500 528K 13K –
ISHARES TR IBOND DEC 2030 2M 81K –
ISHARES TR ESG ADV TTL USD 924K 22K –
ISHARES TR 0-3 MNTH TREASRY 18M 182K –
ISHARES TR IBONDS DEC 2030 2M 116K –
ISHARES TR ESG EAFE ETF 698K 10K –
ISHARES TR ESG MSCI USA ETF 2M 33K –
ISHARES TR IBONDS 29 TRM TS 270K 13K –
ISHARES TR IBONDS 28 TRM TS 751K 34K –
ISHARES TR IBONDS 27 TRM TS 676K 31K –
ISHARES TR IBONDS 26 TRM TS 622K 27K –
ISHARES TR IBONDS 25 TRM TS 4M 177K –
ISHARES TR IBONDS 24 TRM TS 9M 374K –
ISHARES TR S&P 100 ETF 9M 34K –
ISHARES TR MORNINGSTAR GRWT 486K 7K –
ISHARES TR CORE S&P TTL STK 44M 383K –
ISHARES TR SELECT DIVID ETF 14M 138K –
ISHARES TR TIPS BD ETF 11M 120K –
ISHARES TR US TRSPRTION 332K 6K –
ISHARES TR CORE S&P500 ETF 324M 655K –
ISHARES TR CORE US AGGBD ET 26M 303K –
ISHARES TR MSCI EMG MKT ETF 13M 319K –
ISHARES TR IBOXX INV CP ETF 34M 321K –
ISHARES TR GLOBAL TECH ETF 6M 85K –
ISHARES TR S&P 500 GRWT ETF 54M 635K –
ISHARES TR GLOB HLTHCRE ETF 212K 3K –
ISHARES TR GLOBAL FINLS ETF 210K 3K –
ISHARES TR GLOBAL ENERG ETF 4M 101K –
ISHARES TR S&P 500 VAL ETF 104M 581K –
ISHARES TR 20 YR TR BD ETF 26M 298K –
ISHARES TR 7-10 YR TRSY BD 27M 297K –
ISHARES TR 1 3 YR TREAS BD 16M 195K –
ISHARES TR MSCI EAFE ETF 35M 544K –
ISHARES TR RUS MDCP VAL ETF 21M 177K –
ISHARES TR RUS MD CP GR ETF 13M 123K –
ISHARES TR RUS MID CAP ETF 13M 176K –
ISHARES TR CORE S&P MCP ETF 84M 1M –
ISHARES TR EXPANDED TECH 2M 32K –
ISHARES TR ISHARES SEMICDTR 18M 83K –
ISHARES TR ISHARES BIOTECH 6M 45K –
ISHARES TR COHEN STEER REIT 31M 562K –
ISHARES TR GLOBAL 100 ETF 4M 54K –
ISHARES TR US CONSUM DISCRE 254K 4K –
ISHARES TR RUS 1000 VAL ETF 36M 215K –
ISHARES TR S&P MC 400GR ETF 15M 175K –
ISHARES TR RUS 1000 GRW ETF 62M 180K –
ISHARES TR RUS 1000 ETF 24M 82K –
ISHARES TR RUS 2000 VAL ETF 8M 54K –
ISHARES TR RUS 2000 GRW ETF 16M 63K –
ISHARES TR RUSSELL 2000 ETF 45M 240K –
ISHARES TR CORE S&P US VLU 28M 328K –
ISHARES TR CORE S&P US GWT 34M 313K –
ISHARES TR S&P MC 400VL ETF 12M 109K –
ISHARES TR U.S. TECH ETF 46M 324K –
ISHARES TR U.S. REAL ES ETF 3M 31K –
ISHARES TR US INDUSTRIALS 315K 4K –
ISHARES TR US HLTHCARE ETF 21M 340K –
ISHARES TR U.S. FINLS ETF 10M 111K –
ISHARES TR U.S. ENERGY ETF 2M 47K –
ISHARES TR CORE S&P SCP ETF 124M 1M –
ISHARES TR US CONSM STAPLES 1M 20K –
ISHARES TR DOW JONES US ETF 2M 13K –
ISHARES TR SP SMCP600VL ETF 4M 42K –
ISHARES TR S&P SML 600 GWT 7M 53K –
ISHARES TR SHRT NAT MUN ETF 3M 35K –
ISHARES TR MRGSTR MD CP ETF 3M 43K –
ISHARES TR GL CLEAN ENE ETF 1M 98K –
ISHARES TR MSCI ACWI EX US 17M 332K –
ISHARES TR MSCI ACWI ETF 769K 8K –
ISHARES TR JPMORGAN USD EMG 3M 39K –
ISHARES TR MRGSTR MD CP GRW 2M 31K –
ISHARES TR NEW YORK MUN ETF 201K 5K –
ISHARES TR CALIF MUN BD ETF 5M 94K –
ISHARES TR NATIONAL MUN ETF 25M 245K –
ISHARES TR INTL SEL DIV ETF 2M 80K –
ISHARES TR IBOXX HI YD ETF 17M 222K –
ISHARES TR RESIDENTIAL MULT 231K 4K –
ISHARES TR MSCI KLD400 SOC 2M 27K –
ISHARES TR MBS ETF 16M 190K –
ISHARES TR INTRM GOV CR ETF 2M 15K –
ISHARES TR USD INV GRDE ETF 6M 123K –
ISHARES TR ISHS 5-10YR INVT 32M 621K –
ISHARES TR ISHS 1-5YR INVS 11M 219K –
ISHARES TR 10-20 YR TRS ETF 1M 17K –
ISHARES TR 3 7 YR TREAS BD 5M 54K –
ISHARES TR SHORT TREAS BD 6M 58K –
ISHARES TR PFD AND INCM SEC 15M 492K –
ISHARES TR GLOB UTILITS ETF 851K 58K –
ISHARES TR US HOME CONS ETF 2M 23K –
ISHARES TR US AER DEF ETF 6M 49K –
ISHARES TR U.S. MED DVC ETF 5M 85K –
ISHARES TR US HLTHCR PR ETF 712K 19K –
ISHARES TR US OIL GS EX ETF 856K 9K –
ISHARES TR EAFE VALUE ETF 26M 508K –
ISHARES TR EAFE GRWTH ETF 46M 458K –
ISHARES TR RUS TP200 GR ETF 42M 203K –
ISHARES TR RUS TOP 200 ETF 3M 20K –
ISHARES TR AGGRES ALLOC ETF 2M 35K –
ISHARES TR GRWT ALLOCAT ETF 5M 95K –
ISHARES TR MODERT ALLOC ETF 2M 43K –
ISHARES U S ETF TR BLACKROCK SH DUR 12M 229K –
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ITT INC COM 390K 3K –
J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 3M 47K –
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J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 31M 623K –
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KEYCORP COM 13M 921K –
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KKR & CO INC COM 7M 71K –
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KROGER CO COM 2M 47K –
KYNDRYL HLDGS INC COMMON STOCK 246K 9K –
L3HARRIS TECHNOLOGIES INC COM 6M 29K –
LABCORP HOLDINGS INC COM SHS 1M 6K –
LADDER CAP CORP CL A 3M 266K –
LAM RESEARCH CORP COM 12M 13K –
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LAS VEGAS SANDS CORP COM 5M 108K –
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LEGG MASON ETF INVT FRANKLIN US LOW 1M 38K –
LEGG MASON ETF INVT FRANKLIN INTL LW 931K 31K –
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LENNAR CORP CL A 2M 19K –
LENNOX INTL INC COM 944K 2K –
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LEXICON PHARMACEUTICALS INC COM NEW 26K 16K –
LI AUTO INC SPONSORED ADS 314K 18K –
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LIBERTY GLOBAL LTD COM CL C 2M 119K –
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LINDE PLC SHS 9M 20K –
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LOEWS CORP COM 219K 3K –
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LOWES COS INC COM 21M 100K –
LPL FINL HLDGS INC COM 2M 7K –
LTC PPTYS INC COM 2M 46K –
LUCID GROUP INC COM 421K 161K –
LULULEMON ATHLETICA INC COM 5M 18K –
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LUMENTUM HLDGS INC COM 218K 4K –
LUMINAR TECHNOLOGIES INC COM CL A 27K 18K –
LYFT INC CL A COM 304K 22K –
LYONDELLBASELL INDUSTRIES N SHS - A - 1M 14K –
M & T BK CORP COM 1M 9K –
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MARKEL GROUP INC COM 933K 623 –
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PIMCO ETF TR 0-5 HIGH YIELD 388K 4K –
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PIMCO ETF TR SHTRM MUN BD ACT 2M 30K –
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PINTEREST INC CL A 534K 12K –
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 510K 29K –
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POOL CORP COM 764K 2K –
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PPG INDS INC COM 1M 8K –
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PRESIDIO PPTY TR INC *W EXP 99/99/999 2K 52K –
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PTC INC COM 814K 4K –
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QUEST DIAGNOSTICS INC COM 2M 13K –
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RADIAN GROUP INC COM 376K 12K –
RALPH LAUREN CORP CL A 432K 2K –
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RBB FD INC US TREASR 10 YR 689K 16K –
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RELIANCE INC COM 273K 957 –
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REVVITY INC COM 400K 4K –
RH COM 461K 2K –
RIO TINTO PLC SPONSORED ADR 986K 15K –
RIOT PLATFORMS INC COM 109K 12K –
RITHM CAPITAL CORP COM NEW 461K 42K –
RIVERNORTH MANAGED DUR MUN I COM 2M 157K –
RIVIAN AUTOMOTIVE INC COM CL A 1M 85K –
RLI CORP COM 216K 2K –
RLJ LODGING TR CUM CONV PFD A 235K 9K –
ROBERT HALF INC. COM 379K 6K –
ROBLOX CORP CL A 610K 30K –
ROCKET LAB USA INC COM 115K 24K –
ROCKWELL AUTOMATION INC COM 7M 27K –
ROKU INC COM CL A 465K 8K –
ROLLINS INC COM 897K 18K –
ROPER TECHNOLOGIES INC COM 3M 6K –
ROSS STORES INC COM 2M 13K –
ROYAL BK CDA COM 2M 20K –
ROYAL CARIBBEAN GROUP COM 3M 19K –
ROYAL GOLD INC COM 2M 18K –
ROYCE MICRO-CAP TR INC COM 128K 14K –
ROYCE SMALL CAP TRUST INC COM 192K 15K –
RPC INC COM 98K 16K –
RPM INTL INC COM 650K 6K –
RTX CORPORATION COM 35M 345K –
RUMBLE INC COM CL A 102K 18K –
RUSH ENTERPRISES INC CL A 630K 15K –
RYAN SPECIALTY HOLDINGS INC CL A 214K 4K –
RYANAIR HOLDINGS PLC SPONSORED ADS 251K 2K –
RYMAN HOSPITALITY PPTYS INC COM 241K 2K –
S&P GLOBAL INC COM 7M 16K –
SABA CAPITAL INCOME & OPRNT SHS NEW 74K 10K –
SABA CAPITAL INCOME &OPPORT COM NEW 109K 14K –
SABRA HEALTH CARE REIT INC COM 1M 78K –
SAIA INC COM 656K 1K –
SALESFORCE INC COM 35M 135K –
SAMSARA INC COM CL A 256K 8K –
SANDY SPRING BANCORP INC COM 4M 148K –
SANOFI SPONSORED ADR 10M 199K –
SAP SE SPON ADR 2M 12K –
SAREPTA THERAPEUTICS INC COM 228K 1K –
SBA COMMUNICATIONS CORP NEW CL A 846K 4K –
SCHLUMBERGER LTD COM STK 2M 54K –
SCHWAB CHARLES CORP COM 24M 326K –
SCHWAB STRATEGIC TR MUN BD ETF 411K 8K –
SCHWAB STRATEGIC TR SHT TM US TRES 985K 20K –
SCHWAB STRATEGIC TR US BRD MKT ETF 10M 161K –
SCHWAB STRATEGIC TR US LRG CAP ETF 14M 250K –
SCHWAB STRATEGIC TR US LCAP GR ETF 70M 748K –
SCHWAB STRATEGIC TR US LCAP VA ETF 21M 336K –
SCHWAB STRATEGIC TR US MID-CAP ETF 20M 265K –
SCHWAB STRATEGIC TR US SML CAP ETF 21M 458K –
SCHWAB STRATEGIC TR INTERNL DIVID 2M 82K –
SCHWAB STRATEGIC TR 5 10YR CORP BD 564K 14K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 4M 169K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 345K 13K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 730K 25K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 3M 47K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 28M 418K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 118M 2M –
SCHWAB STRATEGIC TR INTL EQTY ETF 8M 230K –
SCHWAB STRATEGIC TR US AGGREGATE B 4M 106K –
SCHWAB STRATEGIC TR US REIT ETF 189K 22K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 3M 72K –
SCHWAB STRATEGIC TR US TIPS ETF 8M 165K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 255K 8K –
SCIENCE APPLICATIONS INTL CO COM 425K 4K –
SCORPIO TANKERS INC SHS 975K 12K –
SCOTTS MIRACLE-GRO CO CL A 438K 7K –
SEA LTD SPONSORD ADS 250K 3K –
SEABRIDGE GOLD INC COM 475K 35K –
SEADRILL 2021 LTD COM 1M 26K –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 2M 23K –
SEALED AIR CORP NEW COM 397K 11K –
SEI INVTS CO COM 206K 3K –
SELECT SECTOR SPDR TR SBI MATERIALS 2M 20K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 25M 171K –
SELECT SECTOR SPDR TR SBI CONS STPLS 11M 138K –
SELECT SECTOR SPDR TR SBI CONS DISCR 10M 53K –
SELECT SECTOR SPDR TR ENERGY 32M 347K –
SELECT SECTOR SPDR TR FINANCIAL 20M 479K –
SELECT SECTOR SPDR TR INDL 11M 93K –
SELECT SECTOR SPDR TR TECHNOLOGY 88M 390K –
SELECT SECTOR SPDR TR COMMUNICATION 11M 132K –
SELECT SECTOR SPDR TR RL EST SEL SEC 2M 44K –
SELECT SECTOR SPDR TR SBI INT-UTILS 10M 146K –
SELECTIVE INS GROUP INC COM 598K 6K –
SEMPRA COM 2M 22K –
SENSEONICS HLDGS INC COM 13K 32K –
SERES THERAPEUTICS INC COM 37K 52K –
SERVICE CORP INTL COM 644K 9K –
SERVICENOW INC COM 11M 14K –
SERVISFIRST BANCSHARES INC COM 725K 11K –
SES AI CORPORATION CL A COM 28K 22K –
SHAKE SHACK INC CL A 236K 3K –
SHARECARE INC COM CL A 135K 100K –
SHELL PLC SPON ADS 4M 67K –
SHENANDOAH TELECOMMUNICATION COM 282K 17K –
SHERWIN WILLIAMS CO COM 8M 26K –
SHIFT4 PMTS INC CL A 643K 9K –
SHOPIFY INC CL A 5M 82K –
SIGNET JEWELERS LIMITED SHS 214K 2K –
SILA REALTY TRUST INC COMMON STOCK 2M 100K –
SIMON PPTY GROUP INC NEW COM 3M 22K –
SIMPLIFY EXCHANGE TRADED FUN ENHANCED INM ETF 475K 20K –
SIMPLIFY EXCHANGE TRADED FUN STABLE INCM ETF 500K 20K –
SIMPSON MFG INC COM 691K 4K –
SIRIUS XM HOLDINGS INC COM 83K 29K –
SITEONE LANDSCAPE SUPPLY INC COM 280K 2K –
SIXTH STREET SPECIALTY LENDI COM 1M 47K –
SJW GROUP COM 461K 9K –
SKECHERS U S A INC CL A 350K 5K –
SKYWORKS SOLUTIONS INC COM 2M 17K –
SL GREEN RLTY CORP COM 682K 12K –
SLM CORP COM 285K 14K –
SM ENERGY CO COM 478K 11K –
SMITH &WESSON BRANDS INC COM 144K 10K –
SMUCKER J M CO COM NEW 940K 9K –
SNAP INC CL A 500K 30K –
SNAP ON INC COM 2M 10K –
SNOWFLAKE INC CL A 3M 20K –
SOFI TECHNOLOGIES INC COM 674K 102K –
SOLID POWER INC CLASS A COM 57K 34K –
SOLVENTUM CORP COM SHS 847K 16K –
SONOCO PRODS CO COM 2M 47K –
SONY GROUP CORP SPONSORED ADR 3M 39K –
SOUNDHOUND AI INC CLASS A COM 119K 30K –
SOUTHERN CO COM 25M 337K –
SOUTHERN COPPER CORP COM 2M 20K –
SOUTHSTATE CORPORATION COM 433K 6K –
SOUTHWEST AIRLS CO COM 2M 58K –
SOUTHWESTERN ENERGY CO COM 756K 112K –
SPDR DOW JONES INDL AVERAGE UT SER 1 14M 36K –
SPDR GOLD TR GOLD SHS 53M 248K –
SPDR INDEX SHS FDS EURO STOXX 50 2M 36K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 9M 229K –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 507K 12K –
SPDR INDEX SHS FDS S&P INTL ETF 479K 14K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 2M 55K –
SPDR INDEX SHS FDS DJ INTL RL ETF 984K 41K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 32M 917K –
SPDR S&P 500 ETF TR TR UNIT 273M 502K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 11M 21K –
SPDR SER TR FACTST INV ETF 376K 3K –
SPDR SER TR SPDR S&P1500VL 835K 5K –
SPDR SER TR S&P 600 SMCP GRW 848K 10K –
SPDR SER TR NUVEEN BLOOMBERG 1M 48K –
SPDR SER TR S&P 600 SMCP VAL 2M 26K –
SPDR SER TR BBG CONV SEC ETF 3M 39K –
SPDR SER TR PORTFOLIO LN COR 467K 21K –
SPDR SER TR PORTFOLIO INTRMD 3M 99K –
SPDR SER TR PORT MTG BK ETF 4M 194K –
SPDR SER TR BLOOMBERG EMERGI 229K 12K –
SPDR SER TR PRTFLO S&P500 GW 66M 818K –
SPDR SER TR PORTFOLIO SHORT 3M 109K –
SPDR SER TR FTSE INT GVT ETF 470K 12K –
SPDR SER TR PRTFLO S&P500 VL 24M 497K –
SPDR SER TR BLOOMBERG INTL T 657K 31K –
SPDR SER TR DJ REIT ETF 2M 20K –
SPDR SER TR AEROSPACE DEF 3M 20K –
SPDR SER TR PORTFOLIO AGRGTE 1M 42K –
SPDR SER TR PORTFLI TIPS ETF 575K 23K –
SPDR SER TR PORTFOLIO LN TSR 1M 45K –
SPDR SER TR PORTFLI INTRMDIT 3M 120K –
SPDR SER TR S&P REGL BKG 772K 16K –
SPDR SER TR S&P METALS MNG 9M 146K –
SPDR SER TR S&P DIVID ETF 35M 276K –
SPDR SER TR S&P INS ETF 727K 15K –
SPDR SER TR S&P BK ETF 10M 205K –
SPDR SER TR PORTFOLI S&P1500 7M 108K –
SPDR SER TR S&P 400 MDCP GRW 1M 15K –
SPDR SER TR S&P 400 MDCP VAL 40M 549K –
SPDR SER TR PORTFOLIO S&P400 807K 16K –
SPDR SER TR PORTFOLIO S&P500 64M 1M –
SPDR SER TR S&P SEMICNDCTR 7M 30K –
SPDR SER TR S&P BIOTECH 4M 38K –
SPDR SER TR S&P HOMEBUILD 1M 12K –
SPDR SER TR BLOOMBERG INVT 1M 40K –
SPDR SER TR BLOOMBERG SHT TE 6M 223K –
SPDR SER TR BLOOMBERG 3-12 M 9M 86K –
SPDR SER TR S&P OILGAS EXP 3M 17K –
SPDR SER TR PORTFLI HIGH YLD 7M 309K –
SPDR SER TR BLOOMBERG HIGH Y 8M 87K –
SPDR SER TR S&P KENSHO CLEAN 316K 5K –
SPDR SER TR BLOOMBERG 1-3 MO 16M 179K –
SPDR SER TR S&P1500MOMTILT 428K 2K –
SPDR SER TR NUVEEN BLMBRG MU 3M 56K –
SPDR SER TR NUVEEN BLMBRG SH 4M 76K –
SPDR SER TR SPDR MSCI USA GE 835K 8K –
SPDR SER TR RUSSELL YIELD 680K 7K –
SPDR SER TR PRTFLO S&P500 HI 2M 39K –
SPDR SER TR SPDR S&P 500 ETF 550K 12K –
SPDR SER TR MSCI USA STRTGIC 1M 8K –
SPDR SER TR PORTFOLIO S&P600 11M 258K –
SPDR SER TR BLOOMBERG 1 10 Y 690K 37K –
SPDR SER TR SSGA US SMAL ETF 5M 48K –
SPIRIT AIRLS INC COM 163K 45K –
SPOTIFY TECHNOLOGY S A SHS 2M 8K –
SPROTT FDS TR URANIUM MINERS E 813K 17K –
SPROTT INC COM NEW 634K 15K –
SPROTT PHYSICAL GOLD & SILVE TR UNIT 6M 284K –
SPROTT PHYSICAL GOLD TR UNIT 2M 131K –
SPROTT PHYSICAL SILVER TR TR UNIT 2M 216K –
SPROUTS FMRS MKT INC COM 287K 3K –
SPS COMM INC COM 204K 1K –
SPX TECHNOLOGIES INC COM 254K 2K –
SRH TOTAL RETURN FUND INC COM 155K 11K –
SS&C TECHNOLOGIES HLDGS INC COM 461K 7K –
SSGA ACTIVE ETF TR MULT ASS RLRTN 641K 23K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 1M 28K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 10M 256K –
SSGA ACTIVE TR SPDR SSGA US SCT 2M 33K –
STAG INDL INC COM 705K 19K –
STANDEX INTL CORP COM 410K 3K –
STANLEY BLACK &DECKER INC COM 798K 11K –
STAR BULK CARRIERS CORP. SHS PAR 1M 53K –
STARBOARD INVT TR ADAPTIVE ALPHA 46M 2M –
STARBUCKS CORP COM 15M 204K –
STARWOOD PPTY TR INC COM 4M 185K –
STATE STR CORP COM 725K 10K –
STEEL DYNAMICS INC COM 931K 7K –
STELLANTIS N.V SHS 396K 20K –
STERIS PLC SHS USD 477K 2K –
STERLING BANCORP INC COM 102K 20K –
STIFEL FINL CORP COM 270K 3K –
STMICROELECTRONICS N V NY REGISTRY 276K 7K –
STOCK YDS BANCORP INC COM 561K 11K –
STRATEGIC TRUST RUNNING GWTH ETF 7M 214K –
STRATEGY SHS NS 7HANDL IDX 449K 21K –
STRATEGY SHS DAY HAGAN NED 275K 7K –
STRYKER CORPORATION COM 33M 98K –
SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 316K 17K –
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 869K 65K –
SUMMIT MATLS INC CL A 353K 10K –
SUN LIFE FINANCIAL INC. COM 804K 18K –
SUNCOR ENERGY INC NEW COM 521K 15K –
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 4M 76K –
SUPER MICRO COMPUTER INC COM 5M 6K –
SWISS HELVETIA FD INC COM 104K 13K –
SYLVAMO CORP COMMON STOCK 279K 4K –
SYMBOTIC INC CLASS A COM 209K 6K –
SYNCHRONY FINANCIAL COM 396K 8K –
SYNOPSYS INC COM 4M 7K –
SYNOVUS FINL CORP COM NEW 802K 20K –
SYSCO CORP COM 5M 80K –
T ROWE PRICE ETF INC PRICE BLUE CHIP 493K 13K –
T ROWE PRICE ETF INC PRICE EQT INCOME 249K 6K –
T ROWE PRICE ETF INC PRICE GRW STOCK 713K 19K –
T ROWE PRICE ETF INC CAP APPRECIATION 549K 17K –
T ROWE PRICE ETF INC FLOATING RATE 701K 14K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 20M 119K –
TAKE-TWO INTERACTIVE SOFTWAR COM 980K 6K –
TALOS ENERGY INC COM 471K 39K –
TAPESTRY INC COM 409K 12K –
TARGA RES CORP COM 1M 8K –
TARGET CORP COM 15M 101K –
TC ENERGY CORP COM 208K 5K –
TCW ETF TRUST TRANSFRM 500 ETF 694K 11K –
TCW STRATEGIC INCOME FD INC COM 90K 19K –
TE CONNECTIVITY LTD SHS 3M 20K –
TECHNIPFMC PLC COM 660K 25K –
TECK RESOURCES LTD CL B 564K 12K –
TEGNA INC COM 569K 41K –
TELEDYNE TECHNOLOGIES INC COM 2M 4K –
TELEFONICA S A SPONSORED ADR 48K 11K –
TELLURIAN INC NEW COM 200K 289K –
TEMPLETON EMERGING MKTS INCO COM 149K 28K –
TENABLE HLDGS INC COM 421K 10K –
TENET HEALTHCARE CORP COM NEW 371K 3K –
TERADYNE INC COM 1M 10K –
TERAWULF INC COM 73K 17K –
TEREX CORP NEW COM 530K 10K –
TESLA INC COM 56M 284K –
TETRA TECH INC NEW COM 406K 2K –
TETRA TECHNOLOGIES INC DEL COM 96K 28K –
TEUCRIUM COMMODITY TR WHEAT FD 170K 32K –
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 638K 44K –
TEXAS INSTRS INC COM 29M 153K –
TEXAS PACIFIC LAND CORPORATI COM 2M 3K –
TEXAS ROADHOUSE INC COM 248K 1K –
TEXTRON INC COM 581K 7K –
TFS FINL CORP COM 189K 15K –
TG THERAPEUTICS INC COM 238K 13K –
THE CIGNA GROUP COM 7M 22K –
THE TRADE DESK INC COM CL A 3M 29K –
THERMO FISHER SCIENTIFIC INC COM 16M 30K –
THOMSON REUTERS CORP. COM 2M 12K –
THOR INDS INC COM 2M 22K –
TIDAL ETF TR SP FDS S&P 500 252K 6K –
TIDAL TRUST III YWCA WOMENS ETF 267K 7K –
TIDEWATER INC NEW COM 385K 4K –
TILE SHOP HLDGS INC COM 464K 67K –
TILRAY BRANDS INC COM 221K 133K –
TIMOTHY PLAN PLAN MARKET NEUT 661K 28K –
TIMOTHY PLAN HIG DV STK ETF 3M 76K –
TIMOTHY PLAN U S SM CP CORE 2M 51K –
TIMOTHY PLAN US LRGMD CP CORE 2M 53K –
TITAN INTL INC ILL COM 82K 11K –
TJX COS INC NEW COM 8M 80K –
T-MOBILE US INC COM 5M 31K –
TOAST INC CL A 526K 20K –
TOLL BROTHERS INC COM 2M 15K –
TOPGOLF CALLAWAY BRANDS CORP COM 636K 42K –
TORO CO COM 238K 3K –
TORONTO DOMINION BK ONT COM NEW 681K 14K –
TOTALENERGIES SE SPONSORED ADS 2M 37K –
TOYOTA MOTOR CORP ADS 2M 9K –
TRACTOR SUPPLY CO COM 10M 37K –
TRANE TECHNOLOGIES PLC SHS 8M 23K –
TRANSDIGM GROUP INC COM 3M 2K –
TRANSMEDICS GROUP INC COM 590K 4K –
TRANSOCEAN LTD REGISTERED SHS 2M 337K –
TRAVELERS COMPANIES INC COM 10M 49K –
TRI CONTL CORP COM 592K 19K –
TRIMBLE INC COM 1M 21K –
TRIMTABS ETF TR DONOGHUE FRLINS 262K 8K –
TRIMTABS ETF TR DONOGHUE FRLNS 253K 12K –
TRIMTABS ETF TR DONOGHUE FORLNS 358K 12K –
TRINITY INDS INC COM 2M 66K –
TRIPLEPOINT VENTURE GROWTH B COM 120K 15K –
TRUBRIDGE INC COM 692K 69K –
TRUIST FINL CORP COM 9M 226K –
TRUMP MEDIA & TECHNOLOGY GRO COM 353K 11K –
TRUSTMARK CORP COM 661K 22K –
TURNING PT BRANDS INC COM 205K 6K –
TWILIO INC CL A 941K 17K –
TWO HBRS INVT CORP COM 467K 35K –
TYLER TECHNOLOGIES INC COM 443K 1K –
TYSON FOODS INC CL A 632K 12K –
UBER TECHNOLOGIES INC COM 22M 302K –
UBS AG LONDON BRANCH ETRACS ALER MLP 268K 11K –
UBS GROUP AG SHS 4M 147K –
UFP INDUSTRIES INC COM 1M 11K –
UIPATH INC CL A 236K 19K –
ULTA BEAUTY INC COM 981K 3K –
UNDER ARMOUR INC CL A 132K 20K –
UNDER ARMOUR INC CL C 124K 23K –
UNIFIED SER TR ONEASCENT INTL 877K 27K –
UNIFIED SER TR ONEASCENT LARGE 671K 24K –
UNILEVER PLC SPON ADR NEW 13M 241K –
UNION PAC CORP COM 21M 95K –
UNITED AIRLS HLDGS INC COM 1M 31K –
UNITED BANKSHARES INC WEST V COM 245K 8K –
UNITED MARITIME CORPORATION COM 28K 11K –
UNITED PARCEL SERVICE INC CL B 21M 171K –
UNITED RENTALS INC COM 4M 8K –
UNITED STATES STL CORP NEW COM 1M 37K –
UNITED STS BRENT OIL FD LP UNIT 223K 7K –
UNITED STS COMMODITY INDEX F COMM IDX FND 703K 19K –
UNITED STS NAT GAS FD LP UNIT PAR 1M 68K –
UNITED STS OIL FD LP UNITS 3M 33K –
UNITED THERAPEUTICS CORP DEL COM 380K 1K –
UNITEDHEALTH GROUP INC COM 52M 101K –
UNITI GROUP INC COM 31K 11K –
UNIVERSAL DISPLAY CORP COM 975K 5K –
UNUM GROUP COM 364K 7K –
URANIUM ENERGY CORP COM 67K 11K –
US BANCORP DEL COM NEW 7M 185K –
US FOODS HLDG CORP COM 593K 11K –
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 1M 46K –
UTZ BRANDS INC COM CL A 200K 12K –
V F CORP COM 224K 17K –
VALARIS LTD CL A 354K 5K –
VALE S A SPONSORED ADS 994K 89K –
VALERO ENERGY CORP COM 9M 60K –
VALLEY NATL BANCORP COM 2M 346K –
VALVOLINE INC COM 359K 8K –
VANECK ETF TRUST GOLD MINERS ETF 14M 417K –
VANECK ETF TRUST VIDEO GMNG ESPRT 330K 5K –
VANECK ETF TRUST GREEN BOND ETF 220K 9K –
VANECK ETF TRUST ENVIRONMENTAL SR 377K 2K –
VANECK ETF TRUST SHRT HGH YLD MUN 967K 43K –
VANECK ETF TRUST BDC INCOME ETF 999K 58K –
VANECK ETF TRUST PREFERRED SECURT 6M 352K –
VANECK ETF TRUST FALLEN ANGEL HG 2M 56K –
VANECK ETF TRUST IG FLOATING RATE 2M 68K –
VANECK ETF TRUST LONG MUNI ETF 2M 127K –
VANECK ETF TRUST MRNGSTR WDE MOAT 13M 146K –
VANECK ETF TRUST SEMICONDUCTR ETF 28M 106K –
VANECK ETF TRUST BIOTECH ETF 945K 6K –
VANECK ETF TRUST JUNIOR GOLD MINE 856K 20K –
VANECK ETF TRUST JP MRGAN EM LOC 265K 11K –
VANECK ETF TRUST HIGH YLD MUNIETF 4M 75K –
VANECK ETF TRUST OIL SERVICES ETF 3M 9K –
VANECK ETF TRUST MORNINGSTAR SMID 4M 125K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 8M 45K –
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 2M 19K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 6M 23K –
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 3M 31K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 5M 56K –
VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 6M 75K –
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 7M 65K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 2M 50K –
VANGUARD BD INDEX FDS LONG TERM BOND 2M 39K –
VANGUARD BD INDEX FDS INTERMED TERM 10M 147K –
VANGUARD BD INDEX FDS SHORT TRM BOND 16M 218K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 67M 997K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 12M 240K –
VANGUARD INDEX FDS S&P 500 ETF SHS 275M 575K –
VANGUARD INDEX FDS MCAP VL IDXVIP 30M 207K –
VANGUARD INDEX FDS MCAP GR IDXVIP 32M 142K –
VANGUARD INDEX FDS REAL ESTATE ETF 12M 174K –
VANGUARD INDEX FDS SML CP GRW ETF 13M 53K –
VANGUARD INDEX FDS SM CP VAL ETF 21M 125K –
VANGUARD INDEX FDS MID CAP ETF 79M 358K –
VANGUARD INDEX FDS LARGE CAP ETF 7M 31K –
VANGUARD INDEX FDS EXTEND MKT ETF 12M 73K –
VANGUARD INDEX FDS GROWTH ETF 153M 452K –
VANGUARD INDEX FDS VALUE ETF 136M 895K –
VANGUARD INDEX FDS SMALL CP ETF 75M 363K –
VANGUARD INDEX FDS TOTAL STK MKT 220M 899K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 4M 32K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 5M 50K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 23M 442K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 24M 587K –
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 812K 12K –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 2M 33K –
VANGUARD MALVERN FDS STRM INFPROIDX 25M 579K –
VANGUARD MUN BD FDS TAX EXEMPT BD 19M 425K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 5M 87K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 11M 141K –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 2M 8K –
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 6M 33K –
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 5M 35K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 4M 46K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 11M 116K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 21M 353K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 6M 80K –
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 2M 10K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 12M 258K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 793K 10K –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 1M 19K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 9M 107K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 95M 537K –
VANGUARD STAR FDS VG TL INTL STK F 66M 1M –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 52M 1M –
VANGUARD WELLINGTON FD US MOMENTUM 2M 11K –
VANGUARD WELLINGTON FD US VALUE FACTR 473K 4K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 118M 1M –
VANGUARD WHITEHALL FDS INTL HIGH ETF 3M 48K –
VANGUARD WHITEHALL FDS INTL DVD ETF 9M 117K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 3M 56K –
VANGUARD WORLD FD ESG INTL STK ETF 330K 6K –
VANGUARD WORLD FD ESG US STK ETF 521K 5K –
VANGUARD WORLD FD CONSUM DIS ETF 5M 14K –
VANGUARD WORLD FD CONSUM STP ETF 16M 80K –
VANGUARD WORLD FD ENERGY ETF 4M 33K –
VANGUARD WORLD FD FINANCIALS ETF 6M 55K –
VANGUARD WORLD FD HEALTH CAR ETF 26M 98K –
VANGUARD WORLD FD INDUSTRIAL ETF 4M 15K –
VANGUARD WORLD FD INF TECH ETF 41M 72K –
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WISDOMTREE TR INTL EQUITY FD 1M 26K –
WISDOMTREE TR INTL SMCAP DIV 4M 58K –
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WP CAREY INC COM 6M 100K –
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