Apple
(AAPL)
|
4.0 |
$25M |
|
185k |
136.72 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
3.0 |
$19M |
|
70k |
273.02 |
Bank Ozk
(OZK)
|
3.0 |
$19M |
|
497k |
37.53 |
Hdfc Bank Sponsored Ads
(HDB)
|
2.8 |
$17M |
|
315k |
54.96 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
2.7 |
$17M |
|
604k |
28.31 |
Alphabet Cap Stk Cl C
(GOOG)
|
2.6 |
$16M |
|
7.5k |
2187.46 |
First Republic Bank/san F
(FRCB)
|
2.4 |
$15M |
|
107k |
144.20 |
FedEx Corporation
(FDX)
|
2.3 |
$15M |
|
64k |
226.71 |
JPMorgan Chase & Co.
(JPM)
|
2.2 |
$14M |
|
123k |
112.61 |
Amgen
(AMGN)
|
2.2 |
$14M |
|
57k |
243.30 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
2.1 |
$14M |
|
266k |
50.90 |
Sony Group Corporation Sponsored Adr
(SONY)
|
2.1 |
$13M |
|
163k |
81.77 |
SYSCO Corporation
(SYY)
|
2.1 |
$13M |
|
157k |
84.71 |
Cdw
(CDW)
|
2.1 |
$13M |
|
84k |
157.56 |
Visa Com Cl A
(V)
|
2.1 |
$13M |
|
67k |
196.88 |
Newmont Mining Corporation
(NEM)
|
2.1 |
$13M |
|
220k |
59.67 |
TJX Companies
(TJX)
|
2.0 |
$12M |
|
221k |
55.85 |
Cintas Corporation
(CTAS)
|
1.9 |
$12M |
|
33k |
373.54 |
Wisdomtree Tr Floatng Rat Trea
(USFR)
|
1.9 |
$12M |
|
236k |
50.33 |
Omni
(OMC)
|
1.9 |
$12M |
|
186k |
63.61 |
Chemed Corp Com Stk
(CHE)
|
1.9 |
$12M |
|
25k |
469.41 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
1.8 |
$11M |
|
138k |
81.75 |
Verizon Communications
(VZ)
|
1.8 |
$11M |
|
218k |
50.75 |
Vanguard Wellington Us Momentum
(VFMO)
|
1.7 |
$10M |
|
98k |
106.58 |
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
1.6 |
$10M |
|
315k |
32.63 |
Home Depot
(HD)
|
1.6 |
$9.9M |
|
36k |
274.27 |
Check Point Software Tech Lt Ord
(CHKP)
|
1.6 |
$9.8M |
|
81k |
121.78 |
Rockwell Automation
(ROK)
|
1.6 |
$9.8M |
|
49k |
199.31 |
Novo-nordisk A S Adr
(NVO)
|
1.5 |
$9.3M |
|
83k |
111.43 |
Schwab Strategic Tr Schwb Fdt Emk Lg
(FNDE)
|
1.4 |
$9.1M |
|
349k |
25.93 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.4 |
$8.5M |
|
336k |
25.38 |
Walt Disney Company
(DIS)
|
1.2 |
$7.8M |
|
83k |
94.41 |
MercadoLibre
(MELI)
|
1.2 |
$7.8M |
|
12k |
636.88 |
John Hancock Exchange Traded Mortgage Backed
(JHMB)
|
1.1 |
$7.1M |
|
317k |
22.31 |
Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy
(PGHY)
|
1.1 |
$7.0M |
|
365k |
19.27 |
Ishares Tr Msci Intl Moment
(IMTM)
|
1.1 |
$7.0M |
|
232k |
29.93 |
Hexcel Corporation
(HXL)
|
1.0 |
$6.4M |
|
123k |
52.31 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.0 |
$6.3M |
|
47k |
134.23 |
Ishares Tr Mbs Etf
(MBB)
|
1.0 |
$6.3M |
|
65k |
97.50 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.0 |
$6.1M |
|
80k |
76.26 |
Tesla Motors
(TSLA)
|
0.9 |
$5.7M |
|
8.5k |
673.39 |
Brookfield Renewable Corp Cl A Sub Vtg
(BEPC)
|
0.8 |
$5.1M |
|
142k |
35.61 |
Invesco Exch Traded Fd Tr Ii Solar Etf
(TAN)
|
0.8 |
$5.1M |
|
71k |
71.39 |
Kraft Heinz
(KHC)
|
0.8 |
$5.0M |
|
132k |
38.14 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.7 |
$4.4M |
|
100k |
44.66 |
Ishares Msci Frontier
(FM)
|
0.7 |
$4.3M |
|
161k |
26.82 |
Generac Holdings
(GNRC)
|
0.7 |
$4.2M |
|
20k |
210.56 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.7 |
$4.2M |
|
25k |
168.45 |
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
0.6 |
$3.8M |
|
84k |
45.25 |
Booz Allen Hamilton Hldg Cor Cl A
(BAH)
|
0.6 |
$3.6M |
|
40k |
90.35 |
Paycom Software
(PAYC)
|
0.6 |
$3.5M |
|
12k |
280.12 |
Servicenow
(NOW)
|
0.5 |
$2.9M |
|
6.2k |
475.47 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.5 |
$2.8M |
|
90k |
31.45 |
salesforce
(CRM)
|
0.4 |
$2.8M |
|
17k |
165.02 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$2.8M |
|
1.3k |
2179.05 |
Rollins
(ROL)
|
0.4 |
$2.8M |
|
80k |
34.92 |
Invesco Exch Trd Slf Idx Bullshs 23 Usd
|
0.4 |
$2.7M |
|
118k |
23.21 |
Tyler Technologies
(TYL)
|
0.4 |
$2.7M |
|
8.2k |
332.44 |
Nextera Energy
(NEE)
|
0.4 |
$2.7M |
|
35k |
77.45 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.4 |
$2.7M |
|
24k |
111.74 |
Core Scientific Common Stock
|
0.4 |
$2.6M |
|
1.8M |
1.49 |
Johnson Ctls Intl SHS
(JCI)
|
0.4 |
$2.5M |
|
53k |
47.88 |
Wisdomtree Tr Us Multifactor
(USMF)
|
0.4 |
$2.5M |
|
68k |
36.24 |
World Gold Tr Spdr Gld Minis
(GLDM)
|
0.4 |
$2.4M |
|
66k |
35.89 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.4 |
$2.3M |
|
51k |
46.49 |
Sherwin-Williams Company
(SHW)
|
0.4 |
$2.3M |
|
10k |
223.90 |
Franklin Templeton Etf Tr Ftse Untd Kgdm
(FLGB)
|
0.4 |
$2.3M |
|
102k |
22.29 |
Adobe Systems Incorporated
(ADBE)
|
0.3 |
$2.2M |
|
6.0k |
366.10 |
Hagerty Cl A Com
(HGTY)
|
0.3 |
$2.1M |
|
179k |
11.49 |
Airbnb Com Cl A
(ABNB)
|
0.3 |
$2.0M |
|
22k |
89.08 |
Microsoft Corporation
(MSFT)
|
0.3 |
$2.0M |
|
7.6k |
256.87 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.3 |
$1.9M |
|
67k |
28.85 |
Toronto Dominion Bk Ont Com New
(TD)
|
0.3 |
$1.9M |
|
29k |
65.57 |
Schwab Strategic Tr Schwb Fdt Int Sc
(FNDC)
|
0.3 |
$1.9M |
|
62k |
30.41 |
Spdr Index Shs Fds S&p Emktsc Etf
(EWX)
|
0.3 |
$1.8M |
|
38k |
48.65 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.3 |
$1.8M |
|
58k |
31.23 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.3 |
$1.8M |
|
30k |
58.86 |
Vaneck Etf Tr Gold Miners Etf
(GDX)
|
0.3 |
$1.7M |
|
61k |
27.38 |
Meta Platforms Cl A
(META)
|
0.2 |
$1.5M |
|
9.2k |
161.26 |
Booking Holdings
(BKNG)
|
0.2 |
$1.4M |
|
826.00 |
1749.39 |
Oracle Corporation
(ORCL)
|
0.2 |
$1.4M |
|
21k |
69.88 |
Amazon
(AMZN)
|
0.2 |
$1.4M |
|
13k |
106.23 |
Procter & Gamble Company
(PG)
|
0.2 |
$1.4M |
|
9.7k |
143.75 |
IDEXX Laboratories
(IDXX)
|
0.2 |
$1.3M |
|
3.8k |
350.85 |
Insulet Corporation
(PODD)
|
0.2 |
$1.3M |
|
6.2k |
218.01 |
Arthur J. Gallagher & Co.
(AJG)
|
0.2 |
$1.3M |
|
8.2k |
163.02 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.2 |
$1.2M |
|
13k |
90.53 |
Pimco Etf Tr 0-5 High Yield
(HYS)
|
0.2 |
$1.1M |
|
13k |
88.49 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.2 |
$1.1M |
|
22k |
50.56 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$1.1M |
|
2.9k |
379.12 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$1.1M |
|
7.1k |
151.63 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$1.1M |
|
6.1k |
176.03 |
Johnson & Johnson
(JNJ)
|
0.2 |
$1.1M |
|
6.0k |
177.55 |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb
(BSCP)
|
0.1 |
$937k |
|
46k |
20.45 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$929k |
|
2.9k |
324.26 |
Lovesac Company
(LOVE)
|
0.1 |
$874k |
|
32k |
27.52 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.1 |
$868k |
|
21k |
40.56 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.1 |
$810k |
|
6.8k |
119.38 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$792k |
|
20k |
38.98 |
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
0.1 |
$770k |
|
26k |
30.11 |
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$769k |
|
26k |
29.26 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.1 |
$742k |
|
21k |
34.79 |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb
(BSCQ)
|
0.1 |
$701k |
|
36k |
19.27 |
Spdr Index Shs Fds Msci Emrg Mkts
(QEMM)
|
0.1 |
$681k |
|
12k |
56.41 |
UnitedHealth
(UNH)
|
0.1 |
$673k |
|
1.3k |
513.74 |
Ishares Tr Intl Eqty Factor
(INTF)
|
0.1 |
$670k |
|
29k |
23.52 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$668k |
|
14k |
49.04 |
Lowe's Companies
(LOW)
|
0.1 |
$660k |
|
3.8k |
174.65 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.1 |
$648k |
|
4.8k |
136.28 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.1 |
$622k |
|
19k |
32.30 |
Pepsi
(PEP)
|
0.1 |
$599k |
|
3.6k |
166.67 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.1 |
$594k |
|
25k |
23.89 |
Eastern Bankshares
(EBC)
|
0.1 |
$581k |
|
32k |
18.44 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$562k |
|
1.0k |
543.00 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$560k |
|
6.5k |
85.56 |
Abbott Laboratories
(ABT)
|
0.1 |
$504k |
|
4.6k |
108.71 |
Chevron Corporation
(CVX)
|
0.1 |
$495k |
|
3.4k |
144.91 |
Citigroup Com New
(C)
|
0.1 |
$489k |
|
11k |
46.00 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$437k |
|
1.6k |
280.31 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.1 |
$432k |
|
3.1k |
137.49 |
United Parcel Service CL B
(UPS)
|
0.1 |
$421k |
|
2.3k |
182.65 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.1 |
$413k |
|
7.1k |
58.02 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.1 |
$399k |
|
8.0k |
50.12 |
United Microelectronics Corp Spon Adr New
(UMC)
|
0.1 |
$391k |
|
58k |
6.77 |
McDonald's Corporation
(MCD)
|
0.1 |
$385k |
|
1.6k |
246.64 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.1 |
$367k |
|
6.6k |
55.75 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.1 |
$364k |
|
7.6k |
47.88 |
Spdr Ser Tr S&p Kensho New
(KOMP)
|
0.1 |
$362k |
|
8.9k |
40.57 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$358k |
|
8.1k |
44.19 |
Ishares Tr Ibds Dec28 Etf
(IBDT)
|
0.1 |
$354k |
|
14k |
24.97 |
Automatic Data Processing
(ADP)
|
0.1 |
$326k |
|
1.6k |
210.05 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$324k |
|
676.00 |
479.29 |
Weyerhaeuser Co Mtn Be Com New
(WY)
|
0.0 |
$291k |
|
8.8k |
33.07 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$281k |
|
891.00 |
315.38 |
ConocoPhillips
(COP)
|
0.0 |
$279k |
|
3.1k |
89.88 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.0 |
$261k |
|
5.2k |
49.98 |
Applied Materials
(AMAT)
|
0.0 |
$240k |
|
2.6k |
90.91 |
Abiomed
|
0.0 |
$239k |
|
967.00 |
247.16 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.0 |
$239k |
|
8.3k |
28.63 |
Coca-Cola Company
(KO)
|
0.0 |
$236k |
|
3.7k |
63.00 |
Enterprise Ban
(EBTC)
|
0.0 |
$235k |
|
7.3k |
32.16 |
Paychex
(PAYX)
|
0.0 |
$234k |
|
2.1k |
113.92 |
Ishares Tr S&P SML 600 GWT
(IJT)
|
0.0 |
$229k |
|
2.2k |
105.38 |
Spdr Ser Tr S&P 400 MDCP GRW
(MDYG)
|
0.0 |
$224k |
|
3.7k |
61.09 |
First Tr Exchange-traded Nas Clnedg Green
(QCLN)
|
0.0 |
$223k |
|
4.3k |
52.19 |
Stryker Corporation
(SYK)
|
0.0 |
$220k |
|
1.1k |
198.91 |
Lauder Estee Cos Cl A
(EL)
|
0.0 |
$215k |
|
844.00 |
254.74 |
Dominion Resources
(D)
|
0.0 |
$208k |
|
2.6k |
79.63 |
Wal-Mart Stores
(WMT)
|
0.0 |
$206k |
|
1.7k |
121.39 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.0 |
$206k |
|
546.00 |
377.29 |
Linde SHS
|
0.0 |
$203k |
|
706.00 |
287.54 |
Union Pacific Corporation
(UNP)
|
0.0 |
$201k |
|
942.00 |
213.38 |