Ishares Tr Esg Awr Msci Usa
(ESGU)
|
9.8 |
$13M |
|
121k |
107.90 |
Dimensional Etf Trust Us Core Eqt Mkt
(DFAU)
|
6.3 |
$8.4M |
|
255k |
33.00 |
Ishares Tr Core S&p500 Etf
(IVV)
|
5.1 |
$6.8M |
|
14k |
476.99 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
4.7 |
$6.3M |
|
113k |
55.83 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
4.5 |
$6.0M |
|
55k |
110.29 |
Ishares Tr Eafe Value Etf
(EFV)
|
4.4 |
$5.9M |
|
117k |
50.39 |
Apple Call Option
(AAPL)
|
2.9 |
$3.9M |
|
21k |
180.00 |
Ishares Tr Core Total Usd
(IUSB)
|
2.5 |
$3.3M |
|
63k |
52.94 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
2.5 |
$3.3M |
|
124k |
26.68 |
Ishares Tr Msci Usa Value
(VLUE)
|
2.1 |
$2.9M |
|
26k |
109.48 |
Microsoft Corporation
(MSFT)
|
2.0 |
$2.7M |
|
8.0k |
336.28 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
1.7 |
$2.2M |
|
76k |
28.97 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
1.6 |
$2.2M |
|
74k |
29.57 |
CSX Corporation
(CSX)
|
1.4 |
$1.9M |
|
51k |
37.60 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.3 |
$1.8M |
|
16k |
114.07 |
Ishares Tr Faln Angls Usd
(FALN)
|
1.1 |
$1.5M |
|
49k |
29.98 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.1 |
$1.5M |
|
13k |
114.50 |
Ishares Tr Global Finls Etf
(IXG)
|
1.1 |
$1.4M |
|
18k |
80.08 |
Ishares Tr National Mun Etf
(MUB)
|
1.0 |
$1.3M |
|
11k |
116.23 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.9 |
$1.2M |
|
12k |
102.37 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.9 |
$1.2M |
|
31k |
39.75 |
Ishares Tr Global Tech Etf
(IXN)
|
0.9 |
$1.2M |
|
19k |
64.38 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.9 |
$1.2M |
|
10k |
112.99 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.9 |
$1.2M |
|
14k |
80.91 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.8 |
$1.1M |
|
8.7k |
129.25 |
Amazon
(AMZN)
|
0.8 |
$1.1M |
|
332.00 |
3334.34 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.8 |
$1.0M |
|
28k |
36.84 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$1.0M |
|
350.00 |
2897.14 |
Starboard Invt Tr Adaptive Alpha
(AGOX)
|
0.8 |
$1.0M |
|
40k |
25.42 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.7 |
$976k |
|
8.5k |
114.82 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$968k |
|
3.2k |
299.04 |
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
0.7 |
$962k |
|
35k |
27.35 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.7 |
$948k |
|
11k |
84.33 |
Pimco Dynamic Income SHS
(PDI)
|
0.7 |
$931k |
|
36k |
25.92 |
Johnson & Johnson
(JNJ)
|
0.7 |
$914k |
|
5.3k |
171.10 |
Bank of America Corporation
(BAC)
|
0.7 |
$875k |
|
20k |
44.47 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.6 |
$855k |
|
3.2k |
264.38 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
0.6 |
$846k |
|
17k |
50.57 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.6 |
$837k |
|
13k |
62.87 |
South State Corporation
(SSB)
|
0.6 |
$772k |
|
9.6k |
80.08 |
Knot Offshore Partners Com Units
(KNOP)
|
0.6 |
$767k |
|
57k |
13.36 |
Dimensional Etf Trust World Ex Us Core
(DFAX)
|
0.6 |
$759k |
|
29k |
26.11 |
Select Sector Spdr Tr Energy
(XLE)
|
0.6 |
$752k |
|
14k |
55.49 |
Brookfield Asset Mgmt Cl A Ltd Vt Sh
|
0.5 |
$709k |
|
12k |
60.38 |
Procter & Gamble Company
(PG)
|
0.5 |
$699k |
|
4.3k |
163.51 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
0.5 |
$684k |
|
22k |
30.88 |
F.N.B. Corporation
(FNB)
|
0.5 |
$679k |
|
56k |
12.13 |
Home Depot
(HD)
|
0.5 |
$663k |
|
1.6k |
414.89 |
Sofi Technologies Call Option
(SOFI)
|
0.5 |
$647k |
|
54k |
12.00 |
Wisdomtree Tr Yield Enhancd Us
(AGGY)
|
0.5 |
$637k |
|
12k |
51.70 |
Global X Fds S&p 500 Catholic
(CATH)
|
0.5 |
$625k |
|
11k |
58.93 |
Kkr & Co
(KKR)
|
0.5 |
$611k |
|
8.2k |
74.53 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.5 |
$611k |
|
11k |
53.86 |
Ishares Tr U.s. Energy Etf
(IYE)
|
0.5 |
$607k |
|
20k |
30.12 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$597k |
|
9.8k |
61.15 |
Verizon Communications
(VZ)
|
0.4 |
$585k |
|
11k |
51.94 |
Southern Company
(SO)
|
0.4 |
$570k |
|
8.3k |
68.57 |
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$555k |
|
1.5k |
359.22 |
Dynavax Technologies Corp Com New
(DVAX)
|
0.4 |
$533k |
|
38k |
14.06 |
Cisco Systems
(CSCO)
|
0.4 |
$531k |
|
8.4k |
63.40 |
Servisfirst Bancshares
(SFBS)
|
0.4 |
$525k |
|
6.2k |
84.90 |
Duke Energy Corp Com New
(DUK)
|
0.4 |
$523k |
|
5.0k |
104.94 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.4 |
$514k |
|
1.3k |
398.14 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.4 |
$506k |
|
8.7k |
58.47 |
Coca-Cola Company
(KO)
|
0.4 |
$502k |
|
8.5k |
59.16 |
Hubbell
(HUBB)
|
0.4 |
$484k |
|
2.3k |
208.26 |
AFLAC Incorporated
(AFL)
|
0.4 |
$472k |
|
8.1k |
58.36 |
Ishares Tr Mbs Etf
(MBB)
|
0.3 |
$465k |
|
4.3k |
107.37 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.3 |
$451k |
|
1.00 |
451000.00 |
Papa John's Int'l
(PZZA)
|
0.3 |
$444k |
|
3.3k |
133.57 |
At&t
(T)
|
0.3 |
$443k |
|
18k |
24.59 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$431k |
|
2.7k |
158.46 |
Starwood Property Trust
(STWD)
|
0.3 |
$426k |
|
18k |
24.33 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.3 |
$426k |
|
2.9k |
148.33 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$418k |
|
1.7k |
241.62 |
PPG Industries
(PPG)
|
0.3 |
$414k |
|
2.4k |
172.50 |
Spdr S&p 500 Etf Tr Tr Unit Put Option
(SPY)
|
0.3 |
$412k |
|
905.00 |
455.00 |
Cadence Bank
(CADE)
|
0.3 |
$402k |
|
14k |
29.77 |
Wal-Mart Stores
(WMT)
|
0.3 |
$397k |
|
2.7k |
144.73 |
Walt Disney Company
(DIS)
|
0.3 |
$388k |
|
2.5k |
155.01 |
Kimberly-Clark Corporation
(KMB)
|
0.3 |
$383k |
|
2.7k |
143.07 |
Pfizer
(PFE)
|
0.3 |
$379k |
|
6.4k |
59.08 |
Paypal Holdings
(PYPL)
|
0.3 |
$373k |
|
2.0k |
188.69 |
Abbvie
(ABBV)
|
0.3 |
$356k |
|
2.6k |
135.31 |
FirstEnergy
(FE)
|
0.3 |
$353k |
|
8.5k |
41.62 |
Ishares U S Etf Tr Bloomberg Roll
(CMDY)
|
0.3 |
$352k |
|
7.1k |
49.52 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$351k |
|
3.3k |
107.50 |
Activision Blizzard Call Option
|
0.3 |
$336k |
|
4.2k |
79.38 |
Eaton Corp SHS
(ETN)
|
0.2 |
$332k |
|
1.9k |
172.74 |
Visa Com Cl A
(V)
|
0.2 |
$328k |
|
1.5k |
216.93 |
Meta Platforms Cl A
(META)
|
0.2 |
$315k |
|
937.00 |
336.18 |
Equity Residential Sh Ben Int
(EQR)
|
0.2 |
$315k |
|
3.5k |
90.62 |
Lowe's Companies
(LOW)
|
0.2 |
$310k |
|
1.2k |
258.76 |
Steris Shs Usd
(STE)
|
0.2 |
$303k |
|
1.2k |
243.77 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$303k |
|
3.5k |
86.01 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.2 |
$302k |
|
5.9k |
51.08 |
Qualcomm
(QCOM)
|
0.2 |
$283k |
|
1.5k |
182.93 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$281k |
|
3.8k |
74.52 |
McDonald's Corporation
(MCD)
|
0.2 |
$274k |
|
1.0k |
268.10 |
First Tr Exchange-traded Fst Low Oppt Eft
(LMBS)
|
0.2 |
$272k |
|
5.4k |
49.98 |
Pepsi
(PEP)
|
0.2 |
$271k |
|
1.6k |
173.72 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.2 |
$265k |
|
4.8k |
55.16 |
Dominion Resources
(D)
|
0.2 |
$263k |
|
3.3k |
78.62 |
Agnc Invt Corp Com reit
(AGNC)
|
0.2 |
$260k |
|
17k |
15.06 |
Gray Television
(GTN)
|
0.2 |
$260k |
|
13k |
20.17 |
Sundial Growers
|
0.2 |
$257k |
|
444k |
0.58 |
Tesla Motors Put Option
(TSLA)
|
0.2 |
$255k |
|
280.00 |
910.00 |
Edison International
(EIX)
|
0.2 |
$246k |
|
3.6k |
68.17 |
Target Corporation
(TGT)
|
0.2 |
$242k |
|
1.0k |
231.58 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.2 |
$241k |
|
3.7k |
65.94 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$240k |
|
83.00 |
2891.57 |
Synovus Finl Corp Com New
(SNV)
|
0.2 |
$239k |
|
5.0k |
47.90 |
First Tr Exchange-traded Ny Arca Biotech
(FBT)
|
0.2 |
$239k |
|
1.5k |
161.81 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.2 |
$236k |
|
4.4k |
53.94 |
Enbridge
(ENB)
|
0.2 |
$235k |
|
6.0k |
39.01 |
Brookfield Infrastructure Com Sb Vtg Shs A
(BIPC)
|
0.2 |
$232k |
|
3.4k |
68.32 |
Intel Corporation
(INTC)
|
0.2 |
$227k |
|
4.4k |
51.43 |
Ishares Tr Esg Msci Usa Etf
(USXF)
|
0.2 |
$224k |
|
5.7k |
39.44 |
Annaly Capital Management
|
0.2 |
$221k |
|
28k |
7.81 |
Merck & Co
(MRK)
|
0.2 |
$219k |
|
2.9k |
76.52 |
Caterpillar
(CAT)
|
0.2 |
$217k |
|
1.0k |
207.06 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$217k |
|
1.3k |
171.54 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.2 |
$216k |
|
4.8k |
45.35 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.2 |
$210k |
|
5.8k |
36.48 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$209k |
|
4.2k |
49.34 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.2 |
$208k |
|
1.8k |
114.85 |
Antares Pharma
|
0.2 |
$206k |
|
58k |
3.56 |
Chubb
(CB)
|
0.2 |
$205k |
|
1.1k |
193.40 |
American Centy Etf Tr Real Estate Etf
(AVRE)
|
0.2 |
$205k |
|
3.7k |
55.90 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$204k |
|
915.00 |
222.95 |
Latch
(LTCH)
|
0.1 |
$183k |
|
24k |
7.57 |
Point Biopharma Global
|
0.1 |
$178k |
|
32k |
5.62 |
Calamos Global Dynamic Income Fund
(CHW)
|
0.1 |
$117k |
|
12k |
9.93 |
Invesco Mortgage Capital
|
0.1 |
$74k |
|
27k |
2.78 |
Tilray Note 5.000%10/0 (Principal)
|
0.0 |
$15k |
|
15k |
1.00 |
Ares Capital Corp Note 3.750% 2/0 (Principal)
|
0.0 |
$11k |
|
10k |
1.10 |