Hedge Fund Database

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Adviser information for CAPITAL INVESTMENT 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 North Carolina, United States

Employees

Total Number of Employees 106
Investment Advisory/Research 71
Registered Broker-Dealer Representatives 100
Registered State Investment Advisers 102
Licensed Agents of an Insurance Company 91
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 8,830 $1.9B
Non-Discretionary 83 $92.3M
Total 8,913 $2.0B

Clients

Type Number RAUM
Individuals 8,004 $1.1B
HNW Individuals 712 $712.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 113 $116.6M
Charitable organizations 16 $15.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 68 $43.5M
Other 0 $0
Type Number
No. of Non-RAUM Clients 14
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

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 0
Portfolio Manager 0
Both for Same 0

Identifiers

SEC RIA File Number 801-69846
SEC ERA File Number 801-69846
SEC CIK Numbers 1659203
SEC CRD Numbers 149124
Legal Entity Identifier None

Principal Office

100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 919-831-2370, Fax: 919-832-7928

Websites

www.capital-invest.com

Chief Compliance Officer

RONALD L. KING
CHIEF COMPLIANCE OFFICER
100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC
United States
Tel: 919-831-2370
Fax: 919-832-7928
(Full email address available in API data)

Regulatory Contact

TERESSA L. RAMBY
COMPLIANCE OFFICER
100 E. SIX FORKS ROAD
SUITE 200
RALEIGH
NC
United States
Tel: 919-831-2370
Fax: 919-832-7928
(Full email address available in API data)

Industry Affiliates

CAPITAL ADVISERS, INC. Other investment adviser, including financial planners
CAPITAL INSURANCE AFFILIATES Insurance company or agency
CAPITAL INVESTMENT BROKERAGE, INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
CAPITAL INVESTMENT COUNSEL INC Other investment adviser, including financial planners
CAPITAL INVESTMENT GROUP, INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
BRYANT, RICHARD, KING Individual – PRESIDENT AND TREASURER 03/2014 < 5%
KING, RONALD, LEE Individual – CHIEF COMPLIANCE OFFICER 11/2008 < 5%
R. BRYANT FAMILY PARTNERS, LTD Domestic Entity – OWNER 03/2014 > 75%
R.B.S.B. FAMILY TRUST Domestic Entity R. BRYANT FAMILY PARTNERS, LTD OWNER IN R. BRYANT FAMILY PARTNERS, LTD 12/1996 > 75%
BRYANT, RICHARD, KING Individual R. BRYANT FAMILY PARTNERS, LTD. PARTNER OF R. BRYANT FAMILY PARTNERS, LTD. 12/1996
SADLER, SUSANNE Individual R.B.S.B. FAMILY TRUST TRUSTEE OF R.B.S.B. FAMILY TRUST 03/2014

No. Employees, Historic

2001000202020212022202320242025105 on 2/20/2020115 on 3/19/2020115 on 6/30/2020115 on 7/10/2020115 on 3/16/2021115 on 8/23/2021115 on 3/25/2022115 on 5/12/2022115 on 9/1/2022115 on 9/1/2022115 on 9/2/2022116 on 3/9/2023116 on 3/27/2023116 on 5/1/2023116 on 6/6/2023106 on 3/28/2024

RAUM, Historic

2B1B0202020212022202320242025639138364 on 2/20/2020976720218 on 3/19/2020976720218 on 6/30/2020976720218 on 7/10/20201343122695 on 3/16/20211343122695 on 8/23/20211781506591 on 3/25/20221781506591 on 5/12/20221781506591 on 9/1/20221781506591 on 9/1/20221781506591 on 9/2/20221842974741 on 3/9/20231842974741 on 3/27/20231842974741 on 5/1/20231842974741 on 6/6/20231965083259 on 3/28/2024

No. Clients, Historic

9,0004,50002020202120222023202420253109 on 2/20/20203635 on 3/19/20203635 on 6/30/20203635 on 7/10/20204993 on 3/16/20214993 on 8/23/20215924 on 3/25/20225924 on 5/12/20225924 on 9/1/20225924 on 9/1/20225924 on 9/2/20226742 on 3/9/20236742 on 3/27/20236742 on 5/1/20236742 on 6/6/20238913 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 2M 15K –
AB ACTIVE ETFS INC ULTRA SHORT INCM 21K 416 –
AB ACTIVE ETFS INC SHORT DURATION H 2M 47K –
ABBOTT LABS COM 2M 15K –
ABBVIE INC COM 7M 40K –
ABRDN HEALTHCARE INVESTORS SH BEN INT 287K 16K –
ACADEMY SPORTS & OUTDOORS IN COM 304K 6K –
ACCENTURE PLC IRELAND SHS CLASS A 1M 4K –
ADOBE INC COM 1M 2K –
ADVANCED MICRO DEVICES INC COM 3M 16K –
AFLAC INC COM 447K 5K –
AIR PRODS & CHEMS INC COM 233K 903 –
ALBEMARLE CORP COM 393K 4K –
ALCOA CORP COM 212K 5K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 277K 4K –
ALLSTATE CORP COM 438K 3K –
ALPHABET INC CAP STK CL C 13M 72K –
ALPHABET INC CAP STK CL A 4M 21K –
ALPS ETF TR ALERIAN MLP 358K 7K –
ALPS ETF TR BARRONS 400 ETF 6K 95 –
ALTRIA GROUP INC COM 2M 45K –
AMAZON COM INC COM 17M 88K –
AMERICAN CENTY ETF TR EMERGING MKT VAL 590K 12K –
AMERICAN CENTY ETF TR US SML CP VALU 466K 5K –
AMERICAN CENTY ETF TR US EQT ETF 992K 11K –
AMERICAN ELEC PWR CO INC COM 396K 5K –
AMERICAN EXPRESS CO COM 218K 941 –
AMERICAN TOWER CORP NEW COM 436K 2K –
AMGEN INC COM 3M 11K –
AMPLIFY ETF TR ONLIN RETL ETF 387K 7K –
AMPLIFY ETF TR CWP ENHANCED DIV 8M 203K –
AMPLIFY ETF TR BLOCKCHAIN LDR 166K 5K –
AMPLIFY ETF TR AMPLIFY ALTERNAT 8K 2K –
AMPLIFY ETF TR AMPLIFY MOBILE P 11K 240 –
AMPLIFY ETF TR AMPLIFY CYBERSEC 1M 21K –
AMPLIFY ETF TR CWP INTL ENHANCE 2M 54K –
AMPLIFY ETF TR INFLATION FIGHTE 76K 3K –
AMPLIFY ETF TR HIGH INCOME 2M 129K –
AMPLIFY ETF TR BLACKSWAN GRWT 38K 1K –
ANALOG DEVICES INC COM 219K 961 –
APPLE INC COM 33M 154K –
APPLIED MATLS INC COM 1M 5K –
ARCADIUM LITHIUM PLC COM SHS 35K 10K –
ARDAGH METAL PACKAGING S A SHS 169K 50K –
ARK ETF TR INNOVATION ETF 176K 4K –
ARK ETF TR AUTNMUS TECHNLGY 13K 235 –
ARK ETF TR GENOMIC REV ETF 19K 800 –
ARK ETF TR ARK SPACE EXPL 1K 75 –
ASML HOLDING N V N Y REGISTRY SHS 770K 753 –
ASTRAZENECA PLC SPONSORED ADR 354K 5K –
AT&T INC COM 2M 86K –
AUTOMATIC DATA PROCESSING IN COM 405K 2K –
AUTOZONE INC COM 2M 512 –
BALL CORP COM 326K 5K –
BANCO SANTANDER S.A. ADR 112K 24K –
BANK AMERICA CORP COM 4M 98K –
BANK AMERICA CORP 7.25%CNV PFD L 5K 4 –
BANK MONTREAL MEDIUM NT LKD 38 660K 13K –
BCE INC COM NEW 479K 15K –
BERKSHIRE HATHAWAY INC DEL CL A 1M 2 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 5M 13K –
BIOXCEL THERAPEUTICS INC COM 23K 18K –
BLACKROCK INC COM 1M 2K –
BLOCK INC CL A 354K 5K –
BNY MELLON ETF TRUST US LRG CP CORE 305K 3K –
BOEING CO COM 816K 4K –
BOOKING HOLDINGS INC COM 301K 76 –
BP PLC SPONSORED ADR 865K 24K –
BRISTOL-MYERS SQUIBB CO COM 455K 11K –
BROADCOM INC COM 7M 4K –
CADENCE DESIGN SYSTEM INC COM 547K 2K –
CARDINAL HEALTH INC COM 426K 4K –
CASSAVA SCIENCES INC COM 252K 20K –
CATERPILLAR INC COM 2M 5K –
CHECK POINT SOFTWARE TECH LT ORD 391K 2K –
CHEVRON CORP NEW COM 4M 24K –
CHIPOTLE MEXICAN GRILL INC COM 382K 6K –
CHUBB LIMITED COM 207K 812 –
CHURCH & DWIGHT CO INC COM 797K 8K –
CISCO SYS INC COM 1M 22K –
CITIGROUP INC COM NEW 398K 6K –
CLEVELAND-CLIFFS INC NEW COM 279K 18K –
CLOROX CO DEL COM 399K 3K –
CNH INDL N V SHS 332K 33K –
COCA COLA CO COM 2M 38K –
COEUR MNG INC COM NEW 217K 39K –
COHEN & STEERS INFRASTRUCTUR COM 552K 25K –
COMCAST CORP NEW CL A 663K 17K –
COMPASS DIVERSIFIED SH BEN INT 289K 13K –
CONOCOPHILLIPS COM 636K 6K –
CORTEVA INC COM 283K 5K –
COSTCO WHSL CORP NEW COM 2M 3K –
CRACKER BARREL OLD CTRY STOR COM 602K 14K –
CRISPR THERAPEUTICS AG NAMEN AKT 2M 30K –
CROWDSTRIKE HLDGS INC CL A 1M 4K –
CROWN CASTLE INC COM 720K 7K –
CSX CORP COM 512K 15K –
CUMMINS INC COM 222K 803 –
CVS HEALTH CORP COM 1M 22K –
DANAHER CORPORATION COM 698K 3K –
DBX ETF TR XTRACK MSCI EAFE 86K 2K –
DBX ETF TR XTRACK HRVST CSI 2M 97K –
DEERE & CO COM 842K 2K –
DIAGEO PLC SPON ADR NEW 243K 2K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 5M 141K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 3M 111K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 1M 42K –
DIMENSIONAL ETF TRUST US EQUITY ETF 49K 834 –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 431K 7K –
DIMENSIONAL ETF TRUST US TARGETED VLU 175K 3K –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 13M 215K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 60K 2K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 458K 12K –
DIMENSIONAL ETF TRUST EMERGING MKTS HI 82K 3K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 160K 6K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 106K 4K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 3K 124 –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 510K 14K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 3M 84K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 29K 1K –
DISNEY WALT CO COM 2M 18K –
DNP SELECT INCOME FD INC COM 412K 50K –
DOLLAR GEN CORP NEW COM 328K 2K –
DOMINION ENERGY INC COM 3M 56K –
DOW INC COM 678K 13K –
DUKE ENERGY CORP NEW COM NEW 8M 76K –
DUPONT DE NEMOURS INC COM 407K 5K –
EA SERIES TRUST ALPHA ARCH 1-3 232K 2K –
EA SERIES TRUST STRIVE US SEMICO 12K 230 –
EA SERIES TRUST STRIVE 500 ETF 14K 400 –
EA SERIES TRUST STRIVE US ENERGY 66K 2K –
EATON CORP PLC SHS 1M 4K –
EBAY INC. COM 226K 4K –
ELEVANCE HEALTH INC COM 536K 989 –
ELI LILLY & CO COM 5M 5K –
EMERSON ELEC CO COM 676K 6K –
ENBRIDGE INC COM 2M 60K –
ENDEAVOUR SILVER CORP COM 196K 56K –
ENERGY TRANSFER L P COM UT LTD PTN 216K 13K –
ENTERPRISE PRODS PARTNERS L COM 1M 48K –
ETF SER SOLUTIONS NATIONWIDE NASDQ 65K 3K –
ETF SER SOLUTIONS DEFIANCE NEXT 59K 1K –
ETF SER SOLUTIONS OPUS SML CP VL 8K 245 –
ETF SER SOLUTIONS US GLB JETS 89K 5K –
EXXON MOBIL CORP COM 4M 39K –
F N B CORP COM 560K 41K –
FAIR ISAAC CORP COM 408K 274 –
FASTENAL CO COM 209K 3K –
FEDEX CORP COM 728K 2K –
FIDELITY COVINGTON TRUST DISRUPTIVE TECH 17K 500 –
FIDELITY COVINGTON TRUST MSCI CONSM DIS 115K 1K –
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 4K 100 –
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 1K 50 –
FIDELITY COVINGTON TRUST MSCI FINLS IDX 23K 400 –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 43K 625 –
FIDELITY COVINGTON TRUST MSCI INDL INDX 18K 268 –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 34K 196 –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 12K 465 –
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 1M 25K –
FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 8K 150 –
FIDELITY COVINGTON TRUST MSCI MATLS INDEX 10K 205 –
FIDUS INVT CORP COM 981K 50K –
FIFTH THIRD BANCORP COM 829K 23K –
FIRST TR EXCH TRADED FD III FT VEST TEC 2K 103 –
FIRST TR EXCH TRADED FD III FT VEST SMID 8K 375 –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 2M 137K –
FIRST TR EXCH TRADED FD III EME MRK BD ETF 29K 1K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 989K 20K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 238K 12K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 6K 300 –
FIRST TR EXCHANGE TRADED FD INDXX AEROSPACE 194K 7K –
FIRST TR EXCHANGE TRADED FD CONSUMR STAPLE 16K 250 –
FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 6K 351 –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 39K 845 –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 32K 302 –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 5K 75 –
FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 15K 225 –
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 12K 92 –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 4K 135 –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 3M 28K –
FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 843K 38K –
FIRST TR EXCHANGE TRADED FD INDXX GLOBAL AGR 122 5 –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 1M 20K –
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 2K 50 –
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 537K 5K –
FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 418K 5K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 2M 22K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 57K 372 –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 757K 4K –
FIRST TR EXCHANGE-TRADED FD NASDAQ 100 EX 1K 12 –
FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 2K 50 –
FIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTH 33K 685 –
FIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGY 545K 27K –
FIRST TR EXCHANGE-TRADED FD FT VEST GOLD 3K 150 –
FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR 4K 120 –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 111K 4K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 1M 33K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 625K 15K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 6K 276 –
FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 6K 284 –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 60K 3K –
FIRST TR EXCHANGE-TRADED FD FT VEST DJIA 398K 20K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 1M 56K –
FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 4M 242K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 12K 154 –
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 1M 54K –
FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 760K 37K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 3M 47K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 983K 17K –
FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 303K 7K –
FIRST TR EXCHANGE-TRADED FD NASDAQ TRANSN 63K 2K –
FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR 26K 260 –
FIRST TR EXCHANGE-TRADED FD NASDQ PHRMTCLS 12K 450 –
FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 772 25 –
FIRST TR EXCHANGE-TRADED FD NASDQ FOD BVRG 2K 74 –
FIRST TR EXCHANGE-TRADED FD NASDAQ BK ETF 159 6 –
FIRST TR EXCHANGE-TRADED FD DORSEY WRIGHT 25K 1K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 2M 30K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 400K 8K –
FIRST TR EXCHANGE-TRADED FD HIGH INCM STRGC 155K 4K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 14M 235K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 4M 75K –
FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 442K 22K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 2M 57K –
FIRST TR EXCHANGE-TRADED FD INDXX INOVTV ETF 85K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT E 38K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 13K 385 –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 3K 141 –
FIRST TR EXCHNG TRADED FD VI INCOME OPPRTNTES 9M 429K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 36K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 60K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 68K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 2M 67K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 266K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 46K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 50K 1K –
FIRST TR EXCHNG TRADED FD VI FLEXIBL MUN HIGH 352K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 25K 666 –
FIRST TR EXCHNG TRADED FD VI SKYBRIDGE CRYPTO 1K 100 –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 79K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 261K 7K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 81K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST US 333K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 136K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 26K 630 –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 94K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 352K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 5M 163K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 11K 232 –
FIRST TR EXCHNG TRADED FD VI FT VEST US 50K 1K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 242K 6K –
FIRST TR EXCHNG TRADED FD VI ACTV FCTR LGCP 16K 500 –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 54K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 197K 4K –
FIRST TR EXCHNG TRADED FD VI LOW DUR STRTGC 41K 2K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 1M 48K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 216K 6K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M 238K 8K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M 394K 13K –
FIRST TR EXCHNG TRADED FD VI VEST US EQUITY B 53K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 539 16 –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 46K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3K 99 –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 13K 385 –
FIRST TR EXCHNG TRADED FD VI FT VEST LAD 172K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 58K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 696K 24K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 123K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST INT JUNE 43K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 20K 500 –
FIRST TR MORNINGSTAR DIVID L SHS 950K 25K –
FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 722K 9K –
FIRST TR VALUE LINE DIVID IN SHS 2M 43K –
FORD MTR CO DEL COM 777K 62K –
FORTINET INC COM 232K 4K –
FREEPORT-MCMORAN INC CL B 449K 9K –
GE AEROSPACE COM NEW 1M 8K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 316K 4K –
GE VERNOVA INC COM 299K 2K –
GENERAL DYNAMICS CORP COM 567K 2K –
GENERAL MLS INC COM 482K 8K –
GENERAL MTRS CO COM 638K 14K –
GENUINE PARTS CO COM 210K 2K –
GILEAD SCIENCES INC COM 731K 11K –
GLOBAL NET LEASE INC COM NEW 126K 17K –
GLOBAL X FDS NASDQ 100 CVRDGW 21K 667 –
GLOBAL X FDS RATE PREFERRED 175K 7K –
GLOBAL X FDS CYBRSCURTY ETF 10K 327 –
GLOBAL X FDS THMATC GWT ETF 2K 100 –
GLOBAL X FDS CLOUD COMPUTNG 47K 2K –
GLOBAL X FDS E COMMERCE ETF 52K 2K –
GLOBAL X FDS S&P 500 COVERED 231K 6K –
GLOBAL X FDS NASDAQ 100 COVER 3M 178K –
GLOBAL X FDS S&P 500 QLT ETF 4K 131 –
GLOBAL X FDS AUTONMOUS EV ETF 11K 478 –
GLOBAL X FDS ARTIFICIAL ETF 26K 729 –
GLOBAL X FDS US PFD ETF 15K 780 –
GLOBAL X FDS US INFR DEV ETF 39K 1K –
GLOBAL X FDS RENEWABLE ENERGY 2K 200 –
GLOBAL X FDS RBTCS ARTFL INTE 590K 19K –
GLOBAL X FDS CONSCIOUS COS 6K 163 –
GLOBAL X FDS MILLENNIAL CONSU 11K 279 –
GLOBAL X FDS AGING POPULATION 3K 88 –
GLOBAL X FDS ALTERNATIVE INCM 1K 93 –
GLOBAL X FDS FINTECH ETF 43K 2K –
GLOBAL X FDS GLOBAL X COPPER 14K 300 –
GLOBAL X FDS GLOBAL X SILVER 78K 3K –
GLOBAL X FDS LITHIUM BTRY ETF 26K 677 –
GLOBAL X FDS GLOBAL X URANIUM 67K 2K –
GLOBAL X FDS 1-3 MONTH T-BILL 641K 6K –
GLOBAL X FDS SUPERDVDND REIT 837 42 –
GLOBAL X FDS SUPERDIVIDEND 287K 13K –
GLOBAL X FDS BLOCKCHAIN & BIT 133 2 –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 687K 6K –
GOLDMAN SACHS GROUP INC COM 666K 1K –
GOODRX HLDGS INC COM CL A 253K 32K –
GRAINGER W W INC COM 254K 281 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 208K 4K –
GSK PLC SPONSORED ADR 319K 8K –
HEALTHCARE RLTY TR CL A COM 177K 11K –
HEALTHPEAK PROPERTIES INC COM 659K 34K –
HELMERICH & PAYNE INC COM 306K 8K –
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 106K 17K –
HOME DEPOT INC COM 4M 12K –
HONEYWELL INTL INC COM 2M 7K –
HP INC COM 245K 7K –
HUBSPOT INC COM 243K 412 –
ILLINOIS TOOL WKS INC COM 255K 1K –
INCYTE CORP COM 326K 5K –
INNOVATOR ETFS TRUST IBD 50 ETF 9K 311 –
INNOVATOR ETFS TRUST US SML CP PWR B 1M 38K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 113K 4K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 35K 1K –
INNOVATOR ETFS TRUST GRWT100 PWR BF 953 20 –
INNOVATOR ETFS TRUST US SML CP PWR ET 16K 512 –
INNOVATOR ETFS TRUST EMRGNG MKT APRIL 47K 2K –
INNOVATOR ETFS TRUST INTRNL DEV APRL 11K 409 –
INNOVATOR ETFS TRUST US EQT ULTRA BF 26K 775 –
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INNOVATOR ETFS TRUST US EQTY PWR BUF 2K 40 –
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INNOVATOR ETFS TRUST US EQTY PWR BUF 2K 50 –
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INNOVATOR ETFS TRUST US SML CP PWR B 2K 60 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 65K 2K –
INNOVATOR ETFS TRUST US EQTY BUF SEP 66K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BF 4M 110K –
INNOVATOR ETFS TRUST EMRGNG MKT JULY 46K 2K –
INNOVATOR ETFS TRUST INTRNL DEV JULY 34K 1K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 17K 476 –
INNOVATOR ETFS TRUST US EQTY BUFR JUN 424K 11K –
INNOVATOR ETFS TRUST US EQTY BUFR JUL 7K 160 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 72K 2K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 169K 5K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 98K 3K –
INNOVATOR ETFS TRUST INNOVATOR DEEPW 57K 1K –
INNOVATOR ETFS TRUST US EQT PWR BUF 57K 2K –
INNOVATOR ETFS TRUST US EQT BUFR APR 118K 3K –
INNOVATOR ETFS TRUST INNOVATOR GW 100 1K 40 –
INNOVATOR ETFS TRUST INTL DEVELOPED P 24K 940 –
INNOVATOR ETFS TRUST PREMIUM INC 9 BU 37K 2K –
INNOVATOR ETFS TRUST INTERNATIONAL DE 86K 3K –
INNOVATOR ETFS TRUST INNOVATOR INTER 87K 3K –
INNOVATOR ETFS TRUST EQUITY DEF PROTN 187K 7K –
INNOVATOR ETFS TRUST NASDAQ 100 MANA 274 10 –
INNOVATOR ETFS TRUST BUFFER STEP UP S 1M 44K –
INNOVATOR ETFS TRUST LADDERED ALC BFR 204K 7K –
INNOVATOR ETFS TRUST LADERD ALCTN PWR 267K 6K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 442K 15K –
INTEL CORP COM 1M 48K –
INTERNATIONAL BUSINESS MACHS COM 4M 22K –
INTERNATIONAL PAPER CO COM 511K 12K –
INTUIT COM 464K 706 –
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 11K 249 –
INVESCO EXCH TRADED FD TR II S&P SMLCP DISC 16K 154 –
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 111K 2K –
INVESCO EXCH TRADED FD TR II S&P INTL QULTY 70K 2K –
INVESCO EXCH TRADED FD TR II S&P INTL LOW 133K 5K –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 51K 914 –
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 34K 1K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 6M 91K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 4M 90K –
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF 3M 37K –
INVESCO EXCH TRADED FD TR II S&P 500 EX RAT 44K 905 –
INVESCO EXCH TRADED FD TR II S&P 500 ENHNCD 169K 4K –
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 106K 6K –
INVESCO EXCH TRADED FD TR II PURBTA 0 5 YR 5K 202 –
INVESCO EXCH TRADED FD TR II PFD ETF 74K 6K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 150K 6K –
INVESCO EXCH TRADED FD TR II KBW PREM YIELD 29K 2K –
INVESCO EXCH TRADED FD TR II KBW BK ETF 4K 74 –
INVESCO EXCH TRADED FD TR II INTL CORP BD 748 34 –
INVESCO EXCH TRADED FD TR II GLOBAL EX US HGH 420K 22K –
INVESCO EXCH TRADED FD TR II FNDMNTL IG CRP 412K 18K –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 18K 1K –
INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 171K 8K –
INVESCO EXCH TRADED FD TR II FTSE RAFI SML 5K 151 –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 225K 5K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 280 14 –
INVESCO EXCH TRADED FD TR II DORSEY WRGT DVLP 190K 5K –
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 35K 801 –
INVESCO EXCH TRADED FD TR II SR LN ETF 71K 3K –
INVESCO EXCH TRADED FD TR II NASDAQ BIOTECH 1 0 –
INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 289K 10K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 1M 7K –
INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE 34K 765 –
INVESCO EXCH TRADED FD TR II SOLAR ETF 2K 40 –
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 154K 6K –
INVESCO EXCH TRADED FD TR II GBL CLEAN ENRG 649 48 –
INVESCO EXCH TRADED FD TR II VAR RATE PFD 1M 44K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 48K 918 –
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 206K 10K –
INVESCO EXCH TRD SLF IDX FD BLOOMBERG PRICIN 2M 20K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 44K 2K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 272K 14K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 45K 2K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 272K 13K –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 755K 7K –
INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 4K 210 –
INVESCO EXCHANGE TRADED FD T WATER RES ETF 113K 2K –
INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 78K 685 –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 37K 818 –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 520K 8K –
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 679K 7K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 231K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 14M 87K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 40K 495 –
INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 4K 187 –
INVESCO EXCHANGE TRADED FD T DIVID ACHIEVEV 130K 3K –
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 225K 13K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 271K 14K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 173K 5K –
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 9K 200 –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 848K 22K –
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 25K 2K –
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 108K 2K –
INVESCO EXCHANGE TRADED FD T PHARMACEUTICALS 361K 4K –
INVESCO EXCHANGE TRADED FD T BLOOMBERG MVP MU 8K 174 –
INVESCO EXCHANGE TRADED FD T LEISURE AND ENTE 68K 2K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 37K 670 –
INVESCO EXCHANGE TRADED FD T ENERGY EXPLORATI 21K 642 –
INVESCO EXCHANGE TRADED FD T DORSEY WRGT UTIL 17K 485 –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 2M 19K –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT HE 13K 300 –
INVESCO EXCHANGE TRADED FD T DORSEY WRGT ENRG 25K 530 –
INVESCO EXCHANGE TRADED FD T DORSEY WRGT CSMR 55K 567 –
INVESCO QQQ TR UNIT SER 1 8M 16K –
INVESCO SR INCOME TR COM 45K 10K –
INVESCO TR INVT GRADE MUNS COM 475K 46K –
IRON MTN INC DEL COM 1M 11K –
ISHARES INC FRONTIER AND SEL 3K 100 –
ISHARES INC EM MKTS DIV ETF 68K 3K –
ISHARES INC MSCI BRAZIL ETF 213K 8K –
ISHARES INC MSCI EM ASIA ETF 725 10 –
ISHARES INC MSCI GBL MIN VOL 210K 2K –
ISHARES INC MSCI EMERG MRKT 94K 2K –
ISHARES INC MSCI EURZONE ETF 10K 201 –
ISHARES INC MSCI CHILE ETF 49K 2K –
ISHARES INC MSCI BIC ETF 718 20 –
ISHARES INC MSCI PAC JP ETF 3K 63 –
ISHARES INC CORE MSCI EMKT 2M 41K –
ISHARES INC MSCI EMRG CHN 1K 18 –
ISHARES INC MSCI JPN ETF NEW 48K 704 –
ISHARES INC MSCI GBL ETF NEW 9K 210 –
ISHARES INC ESG AWR MSCI EM 3K 82 –
ISHARES TR S&P 100 ETF 254K 959 –
ISHARES TR CORE S&P TTL STK 452K 4K –
ISHARES TR SELECT DIVID ETF 271K 2K –
ISHARES TR TIPS BD ETF 221K 2K –
ISHARES TR CHINA LG-CAP ETF 15K 570 –
ISHARES TR US TRSPRTION 66K 1K –
ISHARES TR CORE S&P500 ETF 12M 21K –
ISHARES TR CORE US AGGBD ET 921K 9K –
ISHARES TR MSCI EMG MKT ETF 58K 1K –
ISHARES TR IBOXX INV CP ETF 348K 3K –
ISHARES TR GLOBAL TECH ETF 16K 189 –
ISHARES TR S&P 500 GRWT ETF 5M 57K –
ISHARES TR GLOB HLTHCRE ETF 10K 104 –
ISHARES TR NORTH AMERN NAT 7K 148 –
ISHARES TR LATN AMER 40 ETF 178K 7K –
ISHARES TR S&P 500 VAL ETF 367K 2K –
ISHARES TR 20 YR TR BD ETF 78K 852 –
ISHARES TR 7-10 YR TRSY BD 1M 13K –
ISHARES TR 1 3 YR TREAS BD 931K 11K –
ISHARES TR MSCI EAFE ETF 173K 2K –
ISHARES TR RUS MDCP VAL ETF 108K 892 –
ISHARES TR RUS MD CP GR ETF 24K 219 –
ISHARES TR RUS MID CAP ETF 85K 1K –
ISHARES TR CORE S&P MCP ETF 7M 116K –
ISHARES TR EXPANDED TECH 75K 859 –
ISHARES TR ISHARES SEMICDTR 919K 4K –
ISHARES TR EXPND TEC SC ETF 21K 222 –
ISHARES TR ISHARES BIOTECH 593K 4K –
ISHARES TR COHEN STEER REIT 2K 40 –
ISHARES TR GLOBAL 100 ETF 22K 230 –
ISHARES TR US CONSUM DISCRE 111K 1K –
ISHARES TR RUS 1000 VAL ETF 678K 4K –
ISHARES TR S&P MC 400GR ETF 63K 720 –
ISHARES TR RUS 1000 GRW ETF 846K 2K –
ISHARES TR RUS 1000 ETF 65K 220 –
ISHARES TR RUS 2000 VAL ETF 9K 61 –
ISHARES TR RUS 2000 GRW ETF 1K 5 –
ISHARES TR RUSSELL 2000 ETF 3M 13K –
ISHARES TR CORE S&P US VLU 78K 888 –
ISHARES TR CORE S&P US GWT 4M 29K –
ISHARES TR U.S. UTILITS ETF 50K 573 –
ISHARES TR S&P MC 400VL ETF 71K 623 –
ISHARES TR US TELECOM ETF 2K 80 –
ISHARES TR U.S. TECH ETF 738K 5K –
ISHARES TR U.S. REAL ES ETF 15K 171 –
ISHARES TR US HLTHCARE ETF 354K 6K –
ISHARES TR U.S. FIN SVC ETF 20K 313 –
ISHARES TR CORE S&P SCP ETF 7M 67K –
ISHARES TR US CONSM STAPLES 57K 865 –
ISHARES TR U.S. BAS MTL ETF 11K 82 –
ISHARES TR EUROPE ETF 104K 2K –
ISHARES TR SP SMCP600VL ETF 497K 5K –
ISHARES TR S&P SML 600 GWT 32K 252 –
ISHARES TR SHRT NAT MUN ETF 73K 696 –
ISHARES TR AGENCY BOND ETF 121K 1K –
ISHARES TR MSCI AC ASIA ETF 87K 1K –
ISHARES TR GL CLEAN ENE ETF 9K 671 –
ISHARES TR MSCI ACWI EX US 21K 395 –
ISHARES TR MSCI ACWI ETF 2M 15K –
ISHARES TR EAFE SML CP ETF 50K 819 –
ISHARES TR JPMORGAN USD EMG 13K 152 –
ISHARES TR NEW YORK MUN ETF 3K 50 –
ISHARES TR NATIONAL MUN ETF 1M 12K –
ISHARES TR INTL SEL DIV ETF 28K 1K –
ISHARES TR IBOXX HI YD ETF 62K 809 –
ISHARES TR MBS ETF 2K 18 –
ISHARES TR USD INV GRDE ETF 552 11 –
ISHARES TR ISHS 5-10YR INVT 4K 86 –
ISHARES TR ISHS 1-5YR INVS 4K 79 –
ISHARES TR 3 7 YR TREAS BD 3M 25K –
ISHARES TR SHORT TREAS BD 309K 3K –
ISHARES TR PFD AND INCM SEC 103K 3K –
ISHARES TR MRNING SM CP ETF 69K 1K –
ISHARES TR US HOME CONS ETF 29K 284 –
ISHARES TR US AER DEF ETF 333K 3K –
ISHARES TR US REGNL BKS ETF 115K 3K –
ISHARES TR US BR DEL SE ETF 702 6 –
ISHARES TR MSCI USA ESG SLC 137K 1K –
ISHARES TR U.S. MED DVC ETF 385K 7K –
ISHARES TR EAFE VALUE ETF 6K 112 –
ISHARES TR EAFE GRWTH ETF 5K 46 –
ISHARES TR BRAZIL SM-CP ETF 2K 142 –
ISHARES TR MSCI EURO FL ETF 31K 1K –
ISHARES TR RUS TOP 200 ETF 268K 2K –
ISHARES TR 10+ YR INVST GRD 4K 81 –
ISHARES TR AGGRES ALLOC ETF 248K 3K –
ISHARES TR GRWT ALLOCAT ETF 243K 4K –
ISHARES TR MODERT ALLOC ETF 358K 8K –
ISHARES TR CONSER ALLOC ETF 923K 25K –
ISHARES TR US TREAS BD ETF 2M 93K –
ISHARES TR MSCI INDONIA ETF 13K 677 –
ISHARES TR MSCI INDIA ETF 11K 200 –
ISHARES TR FLTG RATE NT ETF 1M 22K –
ISHARES TR CORE HIGH DV ETF 102K 938 –
ISHARES TR MSCI EAFE MIN VL 16K 236 –
ISHARES TR MSCI USA MIN VOL 2M 28K –
ISHARES TR 0-5 YR TIPS ETF 31K 310 –
ISHARES TR MSCI USA QLT FCT 14M 82K –
ISHARES TR MSCI USA SZE FT 126K 919 –
ISHARES TR MSCI USA VALUE 13K 123 –
ISHARES TR MSCI USA MMENTM 7M 38K –
ISHARES TR CORE MSCI TOTAL 99K 1K –
ISHARES TR CORE MSCI EAFE 5M 74K –
ISHARES TR 0-5YR INVT GR CP 28K 575 –
ISHARES TR INTL EQTY FACTOR 255K 9K –
ISHARES TR EXPONENTIAL TECH 30K 517 –
ISHARES TR 0-5YR HI YL CP 140K 3K –
ISHARES TR CORE TOTAL USD 3K 66 –
ISHARES TR CORE DIV GRWTH 10M 173K –
ISHARES TR CORE MSCI PAC 245 4 –
ISHARES TR CORE MSCI EURO 3K 51 –
ISHARES TR HDG MSCI EAFE 4M 101K –
ISHARES TR TRS FLT RT BD 8K 150 –
ISHARES TR CONV BD ETF 12K 155 –
ISHARES TR INVESTMENT GRADE 5K 120 –
ISHARES TR ESG AWR MSCI USA 3M 23K –
ISHARES TR MSCI USA SMCP MN 2K 61 –
ISHARES TR FALN ANGLS USD 4 0 –
ISHARES TR ESG AW MSCI EAFE 26K 330 –
ISHARES TR SELF DRIVNG EV 342 12 –
ISHARES TR ROBOTICS ARTIF 29K 867 –
ISHARES TR ESG AWARE MSCI 2M 55K –
ISHARES TR US INFRASTRUC 8K 200 –
ISHARES TR BROAD USD HIGH 57K 2K –
ISHARES TR IBONDS 27 ETF 26K 1K –
ISHARES U S ETF TR BLACKROCK SH DUR 238K 5K –
ISHARES U S ETF TR INT RT HDG C B 13M 141K –
ISHARES U S ETF TR BLACKROCK SHORT 71K 1K –
J P MORGAN EXCHANGE TRADED F REALTY INCOME ET 15K 339 –
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 34K 542 –
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 19K 347 –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 4M 77K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 5K 100 –
J P MORGAN EXCHANGE TRADED F US MOMENTUM 5K 100 –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 24M 467K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 2M 32K –
J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 10M 186K –
JACKSON FINANCIAL INC COM CL A 2M 24K –
JANUS DETROIT STR TR HENDERSN CAP ETF 32K 535 –
JANUS DETROIT STR TR HENDERSN SML ETF 25K 375 –
JANUS DETROIT STR TR B-BBB CLO ETF 135K 3K –
JANUS DETROIT STR TR HENDRSON AAA CL 401K 8K –
JANUS DETROIT STR TR HENDRSN SHRT ETF 47K 967 –
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 4M 55K –
JOHNSON & JOHNSON COM 4M 30K –
JPMORGAN CHASE & CO. COM 5M 23K –
KELLANOVA COM 238K 4K –
KIMBERLY-CLARK CORP COM 590K 4K –
KINDER MORGAN INC DEL COM 1M 62K –
KLA CORP COM NEW 217K 264 –
KRAFT HEINZ CO COM 337K 10K –
KRANESHARES TRUST CSI CHI INTERNET 332K 12K –
KRANESHARES TRUST QUADRTC INT RT 66K 4K –
KROGER CO COM 306K 6K –
L3HARRIS TECHNOLOGIES INC COM 273K 1K –
LEGGETT & PLATT INC COM 166K 14K –
LEIDOS HOLDINGS INC COM 222K 2K –
LEUTHOLD FDS INC CORE ETF 2M 69K –
LIGHTBRIDGE CORP COM 44K 13K –
LINCOLN NATL CORP IND COM 1M 35K –
LINDE PLC SHS 721K 2K –
LISTED FD TR TRUESHARES STRCT 299K 7K –
LISTED FD TR TRUESHARES DEC 258K 7K –
LISTED FD TR TRUESHARES OCT 86K 2K –
LISTED FD TR TRUESHARES STRUC 269K 7K –
LISTED FD TR TRUESHARES STRUC 1M 31K –
LISTED FD TR TRUESHARES STRUC 123K 4K –
LISTED FD TR TRUESHARES STRUC 37K 1K –
LISTED FD TR TRUESHARES STRCD 231K 7K –
LISTED FD TR ROUNDHILL SPORTS 4K 248 –
LISTED FD TR TRUESHARES STRUC 254K 9K –
LISTED FD TR TRUESHS TECH AI 26K 656 –
LLOYDS BANKING GROUP PLC SPONSORED ADR 35K 13K –
LOCKHEED MARTIN CORP COM 3M 5K –
LONGEVERON INC CL A NEW 43K 27K –
LOWES COS INC COM 5M 24K –
MAIN STR CAP CORP COM 332K 7K –
MARRIOTT INTL INC NEW CL A 594K 2K –
MASTERCARD INCORPORATED CL A 1M 3K –
MCDONALDS CORP COM 2M 8K –
MCKESSON CORP COM 233K 398 –
MEDTRONIC PLC SHS 1M 13K –
MERCADOLIBRE INC COM 1M 748 –
MERCK & CO INC COM 3M 27K –
META PLATFORMS INC CL A 7M 13K –
METLIFE INC COM 1M 18K –
METTLER TOLEDO INTERNATIONAL COM 419K 300 –
MICRON TECHNOLOGY INC COM 254K 2K –
MICROSOFT CORP COM 16M 36K –
MOBILEYE GLOBAL INC COMMON CLASS A 408K 15K –
MOELIS & CO CL A 383K 7K –
MONDELEZ INTL INC CL A 1M 18K –
MORGAN STANLEY COM NEW 1M 14K –
MSCI INC COM 991K 2K –
NEOS ETF TRUST NEOS S&P 500 HI 109K 2K –
NEOS ETF TRUST NEOS ENH INC 1-3 2M 33K –
NEOS ETF TRUST NASDAQ 100 HIGH 62K 1K –
NETFLIX INC COM 1M 2K –
NEW YORK CMNTY BANCORP INC COM 74K 23K –
NEXTERA ENERGY INC COM 1M 19K –
NIKE INC CL B 391K 5K –
NORFOLK SOUTHN CORP COM 618K 3K –
NORTHROP GRUMMAN CORP COM 609K 1K –
NORTHWEST BANCSHARES INC MD COM 368K 32K –
NOVARTIS AG SPONSORED ADR 342K 3K –
NOVO-NORDISK A S ADR 956K 7K –
NUCOR CORP COM 1M 8K –
NUVEEN AMT FREE QLTY MUN INC COM 119K 10K –
NUVEEN VIRGINIA QLTY MUNCPL COM 225K 20K –
NVIDIA CORPORATION COM 27M 215K –
OCCIDENTAL PETE CORP COM 662K 11K –
OCCIDENTAL PETE CORP *W EXP 08/03/202 5K 114 –
OMEGA HEALTHCARE INVS INC COM 945K 28K –
OMNICOM GROUP INC COM 430K 5K –
ONEOK INC NEW COM 248K 3K –
ORACLE CORP COM 768K 5K –
PACER FDS TR PAC ASSET FLTG 16K 335 –
PACER FDS TR SWAN SOS FD OF 56K 2K –
PACER FDS TR CASH COWS ETF 2M 62K –
PACER FDS TR LUNT LRG CP ALTR 7K 202 –
PACER FDS TR PACER US SMALL 264K 6K –
PACER FDS TR US CASH COWS 100 1M 18K –
PALANTIR TECHNOLOGIES INC CL A 369K 15K –
PALO ALTO NETWORKS INC COM 812K 2K –
PAYCHEX INC COM 426K 4K –
PAYCOM SOFTWARE INC COM 214K 1K –
PAYPAL HLDGS INC COM 2M 36K –
PEPSICO INC COM 1M 9K –
PFIZER INC COM 3M 119K –
PHILIP MORRIS INTL INC COM 2M 21K –
PHILLIPS 66 COM 465K 3K –
PIMCO ETF TR BROAD US TIPS 2K 36 –
PIMCO ETF TR ACTIVE BD ETF 14K 151 –
PIMCO ETF TR ENHAN SHRT MA AC 674K 7K –
PIMCO ETF TR INTER MUN BD ACT 11K 217 –
PINTEREST INC CL A 289K 7K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 66K 1K –
POWERSHARES ACTIVELY MANAGED ULTRA SHRT DUR 591K 12K –
PRICE T ROWE GROUP INC COM 561K 5K –
PRINCIPAL EXCHANGE TRADED FD ACTIVE HIGH YL 21K 1K –
PRINCIPAL EXCHANGE TRADED FD QUALITY ETF 478 7 –
PRINCIPAL EXCHANGE TRADED FD PRNCPL VLU ETF 827 18 –
PRINCIPAL EXCHANGE TRADED FD PRIN HLTHCRE INV 111K 3K –
PRINCIPAL EXCHANGE TRADED FD PRIN U S SMALL 529 11 –
PRINCIPAL EXCHANGE TRADED FD SPECTRUM TAX ADV 495K 26K –
PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 30K 1K –
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 54K 1K –
PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 487K 27K –
PROCTER AND GAMBLE CO COM 5M 33K –
PROGRESSIVE CORP COM 677K 3K –
PROSHARES TR PSHS ULT S&P 500 756K 9K –
PROSHARES TR PSHS ULTRA QQQ 319K 3K –
PROSHARES TR PSHS ULTRA DOW30 94K 1K –
PROSHARES TR PSHS ULT SEMICDT 6K 42 –
PROSHARES TR PSHS ULT HLTHCRE 114K 1K –
PROSHARES TR PSHS ULTRUSS2000 134K 4K –
PROSHARES TR ULTRAPRO QQQ 323K 4K –
PROSHARES TR S&P 500 DV ARIST 4M 47K –
PRUDENTIAL FINL INC COM 671K 6K –
QUALCOMM INC COM 3M 14K –
REALTY INCOME CORP COM 2M 35K –
REPUBLIC SVCS INC COM 295K 2K –
ROCKWELL AUTOMATION INC COM 278K 1K –
ROYAL BK CDA COM 2M 18K –
RTX CORPORATION COM 897K 9K –
SALESFORCE INC COM 571K 2K –
SAP SE SPON ADR 252K 1K –
SCANSOURCE INC COM 310K 7K –
SCHWAB CHARLES CORP COM 2M 27K –
SCHWAB STRATEGIC TR US BRD MKT ETF 31K 490 –
SCHWAB STRATEGIC TR US LRG CAP ETF 263K 4K –
SCHWAB STRATEGIC TR US LCAP GR ETF 2M 17K –
SCHWAB STRATEGIC TR US LCAP VA ETF 110K 1K –
SCHWAB STRATEGIC TR US MID-CAP ETF 316K 4K –
SCHWAB STRATEGIC TR US SML CAP ETF 99K 2K –
SCHWAB STRATEGIC TR MUN BD ETF 7K 145 –
SCHWAB STRATEGIC TR INTERNL DIVID 5K 200 –
SCHWAB STRATEGIC TR 5 10YR CORP BD 8K 184 –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 302K 11K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 92K 3K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 340K 10K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 476K 9K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 4K 55 –
SCHWAB STRATEGIC TR FUNDAMENTAL US B 366K 6K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 3M 41K –
SCHWAB STRATEGIC TR INTL EQTY ETF 490K 13K –
SCHWAB STRATEGIC TR US AGGREGATE B 96K 2K –
SCHWAB STRATEGIC TR US REIT ETF 78K 4K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 10K 203 –
SCHWAB STRATEGIC TR US TIPS ETF 55K 1K –
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 483K 5K –
SELECT SECTOR SPDR TR SBI MATERIALS 5M 53K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 3M 24K –
SELECT SECTOR SPDR TR SBI CONS STPLS 392K 5K –
SELECT SECTOR SPDR TR SBI CONS DISCR 345K 2K –
SELECT SECTOR SPDR TR ENERGY 1M 13K –
SELECT SECTOR SPDR TR FINANCIAL 636K 15K –
SELECT SECTOR SPDR TR INDL 594K 5K –
SELECT SECTOR SPDR TR TECHNOLOGY 3M 15K –
SELECT SECTOR SPDR TR COMMUNICATION 35K 407 –
SELECT SECTOR SPDR TR RL EST SEL SEC 565K 15K –
SELECT SECTOR SPDR TR SBI INT-UTILS 1M 22K –
SERVICENOW INC COM 445K 566 –
SHELL PLC SPON ADS 416K 6K –
SHERWIN WILLIAMS CO COM 570K 2K –
SHOPIFY INC CL A 312K 5K –
SKYWORKS SOLUTIONS INC COM 229K 2K –
SNOWFLAKE INC CL A 272K 2K –
SOFI TECHNOLOGIES INC COM 81K 12K –
SOLID POWER INC CLASS A COM 23K 14K –
SONIC AUTOMOTIVE INC CL A 436K 8K –
SONY GROUP CORP SPONSORED ADR 213K 3K –
SOUTHERN CO COM 2M 21K –
SPDR DOW JONES INDL AVERAGE UT SER 1 2M 4K –
SPDR GOLD TR GOLD SHS 3M 14K –
SPDR INDEX SHS FDS EURO STOXX 50 21K 421 –
SPDR INDEX SHS FDS S&P GLBDIV ETF 15K 250 –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 15K 402 –
SPDR INDEX SHS FDS S&P EM MKT DIV 177 5 –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 3K 66 –
SPDR INDEX SHS FDS S&P EMKTSC ETF 2K 29 –
SPDR INDEX SHS FDS S&P INTL ETF 9K 258 –
SPDR INDEX SHS FDS DJ INTL RL ETF 13K 528 –
SPDR INDEX SHS FDS S&P INTL SMLCP 28K 889 –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 197K 6K –
SPDR S&P 500 ETF TR TR UNIT 6M 10K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 4K –
SPDR SER TR NYSE TECH ETF 195 1 –
SPDR SER TR FACTST INV ETF 27K 183 –
SPDR SER TR S&P 600 SMCP GRW 177K 2K –
SPDR SER TR NUVEEN BLOOMBERG 25K 1K –
SPDR SER TR ICE PFD SEC ETF 12K 367 –
SPDR SER TR S&P 600 SMCP VAL 118K 2K –
SPDR SER TR BBG CONV SEC ETF 130K 2K –
SPDR SER TR PORTFOLIO LN COR 206 9 –
SPDR SER TR PORTFOLIO INTRMD 256K 8K –
SPDR SER TR PORT MTG BK ETF 39K 2K –
SPDR SER TR BLOOMBERG EMERGI 2K 94 –
SPDR SER TR PRTFLO S&P500 GW 593K 7K –
SPDR SER TR PORTFOLIO SHORT 2K 54 –
SPDR SER TR PRTFLO S&P500 VL 831K 17K –
SPDR SER TR HLTH CARE SVCS 38K 419 –
SPDR SER TR HLTH CR EQUIP 66K 780 –
SPDR SER TR DJ REIT ETF 32K 340 –
SPDR SER TR AEROSPACE DEF 421K 3K –
SPDR SER TR PORTFOLIO AGRGTE 75K 3K –
SPDR SER TR PORTFOLIO LN TSR 155K 6K –
SPDR SER TR S&P REGL BKG 157K 3K –
SPDR SER TR S&P DIVID ETF 367K 3K –
SPDR SER TR S&P 400 MDCP GRW 17K 199 –
SPDR SER TR S&P 400 MDCP VAL 41K 562 –
SPDR SER TR PORTFOLIO S&P400 7M 132K –
SPDR SER TR PORTFOLIO S&P500 903K 14K –
SPDR SER TR S&P BIOTECH 244K 3K –
SPDR SER TR PORTFOLIO SH TSR 7K 258 –
SPDR SER TR BLOOMBERG INVT 182K 6K –
SPDR SER TR BLOOMBERG SHT TE 18K 731 –
SPDR SER TR S&P OILGAS EXP 51K 349 –
SPDR SER TR PORTFLI HIGH YLD 181K 8K –
SPDR SER TR BLOOMBERG HIGH Y 1K 14 –
SPDR SER TR S&P KENSHO NEW 26K 571 –
SPDR SER TR BLOOMBERG 1-3 MO 56M 607K –
SPDR SER TR NUVEEN BLMBRG MU 136K 3K –
SPDR SER TR PRTFLO S&P500 HI 224K 6K –
SPDR SER TR SSGA US LRG ETF 4K 25 –
SPDR SER TR MSCI USA STRTGIC 14K 98 –
SPDR SER TR PORTFOLIO S&P600 261K 6K –
SPDR SER TR SSGA US SMAL ETF 339K 3K –
STARBUCKS CORP COM 715K 9K –
STRYKER CORPORATION COM 1M 3K –
SUPER MICRO COMPUTER INC COM 385K 470 –
SYNOPSYS INC COM 243K 409 –
SYSCO CORP COM 379K 5K –
T ROWE PRICE ETF INC PRICE BLUE CHIP 28K 725 –
T ROWE PRICE ETF INC PRICE EQT INCOME 16K 400 –
T ROWE PRICE ETF INC PRICE GRW STOCK 4K 100 –
T ROWE PRICE ETF INC US EQUITY RESEAR 31K 900 –
T ROWE PRICE ETF INC CAP APPRECIATION 2M 48K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 572K 3K –
TARGET CORP COM 1M 8K –
TE CONNECTIVITY LTD SHS 257K 2K –
TERADYNE INC COM 394K 3K –
TESLA INC COM 2M 8K –
TEXAS INSTRS INC COM 581K 3K –
THERMO FISHER SCIENTIFIC INC COM 608K 1K –
TITAN INTL INC ILL COM 135K 18K –
TJX COS INC NEW COM 950K 9K –
TRUIST FINL CORP COM 10M 254K –
TWILIO INC CL A 243K 4K –
U HAUL HOLDING COMPANY COM 166K 3K –
U HAUL HOLDING COMPANY COM SER N 49K 810 –
UBER TECHNOLOGIES INC COM 255K 4K –
UNILEVER PLC SPON ADR NEW 1M 22K –
UNION PAC CORP COM 1M 5K –
UNITED PARCEL SERVICE INC CL B 1M 9K –
UNITEDHEALTH GROUP INC COM 2M 4K –
US BANCORP DEL COM NEW 232K 6K –
VALERO ENERGY CORP COM 337K 2K –
VANECK ETF TRUST GOLD MINERS ETF 283K 8K –
VANECK ETF TRUST VIDEO GMNG ESPRT 10K 150 –
VANECK ETF TRUST MRNGSTR GBL WIDE 685K 19K –
VANECK ETF TRUST BDC INCOME ETF 35K 2K –
VANECK ETF TRUST PREFERRED SECURT 75K 4K –
VANECK ETF TRUST MRNGSTR INT MOAT 11K 366 –
VANECK ETF TRUST MRNGSTR WDE MOAT 4M 41K –
VANECK ETF TRUST SEMICONDUCTR ETF 50K 192 –
VANECK ETF TRUST AGRIBUSINESS ETF 78K 1K –
VANECK ETF TRUST JUNIOR GOLD MINE 148K 4K –
VANECK ETF TRUST AFRICA INDEX ETF 2K 100 –
VANECK ETF TRUST JP MRGAN EM LOC 83K 3K –
VANECK ETF TRUST HIGH YLD MUNIETF 26K 500 –
VANECK ETF TRUST OIL SERVICES ETF 542K 2K –
VANECK ETF TRUST ETHEREUM STRATEG 4K 157 –
VANECK ETF TRUST MORNINGSTAR SMID 353K 11K –
VANECK ETF TRUST RARE EARTH AND S 4K 86 –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 4K 12 –
VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 3K 37 –
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 224K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 7K 89 –
VANGUARD BD INDEX FDS SHORT TRM BOND 261K 3K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 51K 703 –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 4K –
VANGUARD INDEX FDS MCAP VL IDXVIP 507K 3K –
VANGUARD INDEX FDS MCAP GR IDXVIP 187K 815 –
VANGUARD INDEX FDS REAL ESTATE ETF 67K 802 –
VANGUARD INDEX FDS SML CP GRW ETF 196K 785 –
VANGUARD INDEX FDS SM CP VAL ETF 159K 872 –
VANGUARD INDEX FDS MID CAP ETF 8M 31K –
VANGUARD INDEX FDS LARGE CAP ETF 117K 467 –
VANGUARD INDEX FDS EXTEND MKT ETF 525K 3K –
VANGUARD INDEX FDS GROWTH ETF 12M 31K –
VANGUARD INDEX FDS VALUE ETF 10M 65K –
VANGUARD INDEX FDS SMALL CP ETF 257K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 7M 27K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 7K 58 –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 94K 838 –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 7M 127K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 383K 9K –
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 3K 43 –
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 178K 3K –
VANGUARD MALVERN FDS STRM INFPROIDX 208K 4K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 13M 231K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 114K 1K –
VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 29K 420 –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 204K 853 –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 19K 227 –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 44K 472 –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 82K 1K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 5K 60 –
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 321K 1K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 101K 2K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 61K 800 –
VANGUARD SCOTTSDALE FDS LONG TERM TREAS 46K 800 –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 83K 1K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 2M 9K –
VANGUARD STAR FDS VG TL INTL STK F 2M 35K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 24K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 4M 30K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 179K 3K –
VANGUARD WHITEHALL FDS INTL DVD ETF 220K 3K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 252 4 –
VANGUARD WORLD FD CONSUM DIS ETF 39K 126 –
VANGUARD WORLD FD CONSUM STP ETF 57K 282 –
VANGUARD WORLD FD ENERGY ETF 86K 671 –
VANGUARD WORLD FD FINANCIALS ETF 25K 250 –
VANGUARD WORLD FD HEALTH CAR ETF 607K 2K –
VANGUARD WORLD FD INDUSTRIAL ETF 16K 69 –
VANGUARD WORLD FD INF TECH ETF 485K 842 –
VANGUARD WORLD FD MATERIALS ETF 94K 486 –
VANGUARD WORLD FD UTILITIES ETF 2M 13K –
VANGUARD WORLD FD COMM SRVC ETF 7K 51 –
VEEVA SYS INC CL A COM 393K 2K –
VERIZON COMMUNICATIONS INC COM 3M 64K –
VERTEX PHARMACEUTICALS INC COM 3M 6K –
VISA INC COM CL A 4M 15K –
VOYA FINANCIAL INC COM 228K 3K –
WALMART INC COM 3M 50K –
WASTE MGMT INC DEL COM 474K 2K –
WATSCO INC COM 2M 4K –
WELLS FARGO CO NEW COM 1M 17K –
WELLS FARGO CO NEW PERP PFD CNV A 24K 20 –
WISDOMTREE TR US LARGECAP DIVD 17K 236 –
WISDOMTREE TR EMER MKT HIGH FD 19K 442 –
WISDOMTREE TR INTRST RATE HDGE 2M 104K –
WISDOMTREE TR US AI ENHANCED 18K 180 –
WISDOMTREE TR US MIDCAP DIVID 47K 999 –
WISDOMTREE TR US SMALLCAP DIVD 78K 3K –
WISDOMTREE TR GLB US QTLY DIV 793 20 –
WISDOMTREE TR EUROPE SMCP DV 42K 700 –
WISDOMTREE TR YIELD ENHANCD US 9K 201 –
WISDOMTREE TR EM EX ST-OWNED 5K 176 –
WISDOMTREE TR US QTLY DIV GRT 4M 56K –
WISDOMTREE TR EUROPE HEDGED EQ 33K 738 –
WISDOMTREE TR FLOATNG RAT TREA 11M 210K –
WOLFSPEED INC COM 263K 12K –
WP CAREY INC COM 461K 8K –
WYNN RESORTS LTD COM 294K 3K –
ZOETIS INC CL A 316K 2K –