Microsoft Corporation
(MSFT)
|
14.2 |
$321M |
|
1.2M |
256.83 |
Alphabet Cap Stk Cl C
(GOOG)
|
4.4 |
$99M |
|
45k |
2187.47 |
Ishares Gold Tr Ishares New
(IAU)
|
3.9 |
$88M |
|
2.6M |
34.31 |
United Parcel Service CL B
(UPS)
|
3.0 |
$67M |
|
368k |
182.54 |
Apple
(AAPL)
|
2.8 |
$64M |
|
470k |
136.72 |
Amazon
(AMZN)
|
2.6 |
$60M |
|
563k |
106.21 |
Meta Platforms Cl A
(META)
|
2.5 |
$57M |
|
354k |
161.25 |
Realty Income
(O)
|
2.4 |
$55M |
|
805k |
68.26 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.3 |
$53M |
|
193k |
273.02 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
2.1 |
$48M |
|
961k |
50.09 |
UnitedHealth
(UNH)
|
1.9 |
$44M |
|
86k |
513.63 |
Phillips Edison & Co Common Stock
(PECO)
|
1.9 |
$42M |
|
1.3M |
33.41 |
Mastercard Incorporated Cl A
(MA)
|
1.7 |
$40M |
|
125k |
315.48 |
Walt Disney Company
(DIS)
|
1.7 |
$38M |
|
407k |
94.40 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.5 |
$34M |
|
89k |
379.15 |
Lowe's Companies
(LOW)
|
1.4 |
$33M |
|
186k |
174.67 |
Danaher Corporation
(DHR)
|
1.4 |
$31M |
|
121k |
253.52 |
Philip Morris International
(PM)
|
1.3 |
$30M |
|
303k |
98.74 |
JPMorgan Chase & Co.
(JPM)
|
1.2 |
$28M |
|
248k |
112.61 |
Sony Group Corporation Sponsored Adr
(SONY)
|
1.2 |
$27M |
|
327k |
81.77 |
Medtronic SHS
(MDT)
|
1.1 |
$26M |
|
286k |
89.75 |
Brookfield Asset Mgmt Cl A Ltd Vt Sh
|
1.1 |
$25M |
|
570k |
44.47 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
1.1 |
$25M |
|
496k |
50.65 |
Enbridge
(ENB)
|
1.1 |
$25M |
|
591k |
42.26 |
Texas Instruments Incorporated
(TXN)
|
1.0 |
$23M |
|
151k |
153.65 |
Canadian Pacific Railway
|
1.0 |
$23M |
|
327k |
69.84 |
Ishares Core Msci Emkt
(IEMG)
|
1.0 |
$23M |
|
465k |
49.06 |
Texas Pacific Land Corp
(TPL)
|
1.0 |
$22M |
|
15k |
1488.05 |
Charles Schwab Corporation
(SCHW)
|
1.0 |
$22M |
|
343k |
63.18 |
Qualcomm
(QCOM)
|
0.9 |
$21M |
|
162k |
127.74 |
TJX Companies
(TJX)
|
0.8 |
$19M |
|
338k |
55.85 |
AmerisourceBergen
(COR)
|
0.8 |
$18M |
|
126k |
141.48 |
Rexford Industrial Realty Inc reit
(REXR)
|
0.8 |
$17M |
|
298k |
57.59 |
Lennar Corp CL B
(LEN.B)
|
0.7 |
$15M |
|
262k |
58.71 |
Applied Materials
(AMAT)
|
0.6 |
$15M |
|
160k |
90.98 |
Ball Corporation
(BALL)
|
0.6 |
$14M |
|
207k |
68.77 |
Vaneck Etf Trust Mrngstr Wde Moat
(MOAT)
|
0.6 |
$14M |
|
223k |
63.73 |
Advanced Micro Devices
(AMD)
|
0.6 |
$14M |
|
186k |
76.47 |
Goldman Sachs Etf Tr Activebeta Us Lg
(GSLC)
|
0.6 |
$14M |
|
190k |
74.94 |
BlackRock
(BLK)
|
0.6 |
$14M |
|
22k |
609.04 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.6 |
$13M |
|
132k |
101.68 |
Visa Com Cl A
(V)
|
0.6 |
$13M |
|
66k |
196.90 |
Uber Technologies
(UBER)
|
0.6 |
$13M |
|
624k |
20.46 |
Domino's Pizza
(DPZ)
|
0.6 |
$13M |
|
32k |
389.73 |
CVS Caremark Corporation
(CVS)
|
0.5 |
$12M |
|
133k |
92.66 |
Ssga Active Etf Tr Globl Allo Etf
(GAL)
|
0.5 |
$12M |
|
314k |
38.99 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$12M |
|
32k |
377.26 |
Barclays Bank Djubs Cmdt Etn36
(DJP)
|
0.5 |
$12M |
|
342k |
34.80 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$11M |
|
191k |
58.85 |
Iqvia Holdings
(IQV)
|
0.5 |
$11M |
|
52k |
216.99 |
Linde SHS
|
0.5 |
$11M |
|
37k |
287.52 |
Goldman Sachs Etf Tr Activebeta Int
(GSIE)
|
0.4 |
$9.1M |
|
328k |
27.77 |
Aon Shs Cl A
(AON)
|
0.4 |
$9.1M |
|
34k |
269.68 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$8.3M |
|
3.8k |
2179.29 |
Pfizer
(PFE)
|
0.4 |
$8.2M |
|
156k |
52.43 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$8.1M |
|
23k |
346.90 |
Anthem
(ELV)
|
0.4 |
$8.0M |
|
17k |
482.60 |
Amphenol Corp Cl A
(APH)
|
0.4 |
$8.0M |
|
124k |
64.38 |
Ready Cap Corp Com reit
(RC)
|
0.3 |
$7.9M |
|
662k |
11.92 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$7.9M |
|
16k |
479.26 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.3 |
$7.8M |
|
120k |
64.66 |
Goldman Sachs Etf Tr Activebeta Eme
(GEM)
|
0.3 |
$7.5M |
|
251k |
29.75 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.3 |
$7.4M |
|
183k |
40.55 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.3 |
$7.3M |
|
131k |
55.45 |
Ishares Tr Calif Mun Bd Etf
(CMF)
|
0.3 |
$6.8M |
|
121k |
56.46 |
Alexandria Real Estate Equities
(ARE)
|
0.3 |
$6.3M |
|
44k |
145.03 |
Altria
(MO)
|
0.3 |
$6.3M |
|
150k |
41.77 |
Johnson & Johnson
(JNJ)
|
0.2 |
$5.6M |
|
31k |
177.51 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$5.4M |
|
36k |
151.60 |
Booking Holdings
(BKNG)
|
0.2 |
$5.3M |
|
3.0k |
1748.85 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.2 |
$5.3M |
|
58k |
91.11 |
Chevron Corporation
(CVX)
|
0.2 |
$5.2M |
|
36k |
144.79 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$5.2M |
|
31k |
169.36 |
Fidelity National Information Services
(FIS)
|
0.2 |
$5.1M |
|
56k |
91.66 |
Berkshire Hathaway Cl A
(BRK.A)
|
0.2 |
$5.0M |
|
11.00 |
450636.36 |
Madison Square Grdn Entertnm Cl A
(SPHR)
|
0.2 |
$4.7M |
|
89k |
52.99 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$4.7M |
|
28k |
168.46 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.2 |
$4.5M |
|
54k |
83.79 |
Pimco Dynamic Income SHS
(PDI)
|
0.2 |
$4.5M |
|
214k |
20.87 |
Starbucks Corporation
(SBUX)
|
0.2 |
$4.5M |
|
58k |
76.39 |
Home Depot
(HD)
|
0.2 |
$4.4M |
|
16k |
274.27 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$4.3M |
|
52k |
81.75 |
Invesco Exchange Traded Fd T Ftse Rafi 1500
(PRFZ)
|
0.2 |
$4.2M |
|
27k |
153.35 |
CarMax
(KMX)
|
0.2 |
$4.1M |
|
45k |
90.48 |
Edwards Lifesciences
(EW)
|
0.2 |
$3.9M |
|
41k |
95.09 |
Gilead Sciences
(GILD)
|
0.2 |
$3.8M |
|
62k |
61.81 |
Liberty Media Corp Del Com Ser A Frmla
|
0.2 |
$3.7M |
|
65k |
57.87 |
Wells Fargo Perp Pfd Cnv A
(WFC.PL)
|
0.2 |
$3.7M |
|
3.0k |
1215.56 |
Procter & Gamble Company
(PG)
|
0.2 |
$3.5M |
|
25k |
143.81 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$3.5M |
|
9.5k |
366.02 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.2 |
$3.5M |
|
43k |
80.02 |
Tesla Motors
(TSLA)
|
0.2 |
$3.4M |
|
5.1k |
673.47 |
Broadcom
(AVGO)
|
0.2 |
$3.4M |
|
7.0k |
485.85 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$3.4M |
|
17k |
196.95 |
S&p Global
(SPGI)
|
0.1 |
$3.2M |
|
9.5k |
337.08 |
Webster Financial Corporation
(WBS)
|
0.1 |
$3.2M |
|
75k |
42.15 |
salesforce
(CRM)
|
0.1 |
$3.2M |
|
19k |
165.06 |
Fortinet
(FTNT)
|
0.1 |
$3.1M |
|
54k |
56.59 |
McDonald's Corporation
(MCD)
|
0.1 |
$3.0M |
|
12k |
246.91 |
Spdr Index Shs Fds S&p Gblinf Etf
(GII)
|
0.1 |
$3.0M |
|
56k |
53.44 |
Goldman Sachs Etf Tr Activebeta Us
(GSSC)
|
0.1 |
$3.0M |
|
56k |
52.51 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$2.9M |
|
33k |
85.63 |
Merck & Co
(MRK)
|
0.1 |
$2.9M |
|
31k |
91.17 |
Pepsi
(PEP)
|
0.1 |
$2.8M |
|
17k |
166.66 |
Etf Ser Solutions Point Bridge Amr
(MAGA)
|
0.1 |
$2.8M |
|
77k |
35.73 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$2.7M |
|
61k |
44.65 |
Keysight Technologies
(KEYS)
|
0.1 |
$2.7M |
|
20k |
137.87 |
Lauder Estee Cos Cl A
(EL)
|
0.1 |
$2.6M |
|
10k |
254.70 |
Columbia Etf Tr I Diversifid Fxd
(DIAL)
|
0.1 |
$2.5M |
|
144k |
17.66 |
Intuit
(INTU)
|
0.1 |
$2.5M |
|
6.5k |
385.43 |
Cintas Corporation
(CTAS)
|
0.1 |
$2.4M |
|
6.4k |
373.45 |
Fiserv
(FI)
|
0.1 |
$2.4M |
|
27k |
88.98 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$2.4M |
|
8.5k |
280.28 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$2.4M |
|
25k |
96.09 |
Flexshares Tr Qualt Divd Idx
(QDF)
|
0.1 |
$2.3M |
|
46k |
50.73 |
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$2.3M |
|
12k |
200.70 |
Servicenow
(NOW)
|
0.1 |
$2.3M |
|
4.8k |
475.51 |
Activision Blizzard
|
0.1 |
$2.3M |
|
29k |
77.95 |
Cisco Systems
(CSCO)
|
0.1 |
$2.1M |
|
50k |
42.63 |
Pimco Dynamic Income Oprnts Com Ben Shs
(PDO)
|
0.1 |
$2.0M |
|
145k |
13.90 |
Cto Realty Growth
(CTO)
|
0.1 |
$1.9M |
|
31k |
61.15 |
Lululemon Athletica
(LULU)
|
0.1 |
$1.9M |
|
6.8k |
272.54 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.1 |
$1.9M |
|
39k |
47.81 |
Coca-Cola Company
(KO)
|
0.1 |
$1.8M |
|
29k |
62.92 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.1 |
$1.8M |
|
19k |
99.11 |
Heico Corp Cl A
(HEI.A)
|
0.1 |
$1.8M |
|
18k |
105.37 |
Dupont De Nemours
(DD)
|
0.1 |
$1.8M |
|
33k |
55.57 |
Creative Media & Cmnty Tr Com New
(CMCT)
|
0.1 |
$1.8M |
|
255k |
7.09 |
Abbvie
(ABBV)
|
0.1 |
$1.8M |
|
12k |
153.13 |
Nike CL B
(NKE)
|
0.1 |
$1.7M |
|
17k |
102.23 |
Dow
(DOW)
|
0.1 |
$1.7M |
|
34k |
51.60 |
Honeywell International
(HON)
|
0.1 |
$1.7M |
|
9.9k |
173.77 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$1.7M |
|
102k |
16.50 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$1.7M |
|
8.9k |
188.65 |
Bk Of America Corp 7.25%CNV PFD L
(BAC.PL)
|
0.1 |
$1.7M |
|
1.4k |
1203.97 |
Flexshares Tr Mornstar Upstr
(GUNR)
|
0.1 |
$1.7M |
|
42k |
39.67 |
Doubleline Income Solutions
(DSL)
|
0.1 |
$1.6M |
|
135k |
12.13 |
Invesco Actively Managed Etf Var Rate Invt
(VRIG)
|
0.1 |
$1.6M |
|
65k |
24.65 |
Boeing Company
(BA)
|
0.1 |
$1.6M |
|
12k |
136.75 |
Vanguard Admiral Fds Smllcp 600 Idx
(VIOO)
|
0.1 |
$1.6M |
|
9.2k |
169.99 |
Ishares Tr Cmbs Etf
(CMBS)
|
0.1 |
$1.6M |
|
32k |
48.11 |
Wisdomtree Tr Yield Enhancd Us
(AGGY)
|
0.1 |
$1.5M |
|
34k |
44.71 |
Ishares Tr U S Equity Factr
(LRGF)
|
0.1 |
$1.5M |
|
40k |
37.90 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$1.5M |
|
60k |
25.38 |
Brown Forman Corp CL B
(BF.B)
|
0.1 |
$1.5M |
|
22k |
70.17 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$1.5M |
|
3.4k |
429.99 |
Nexpoint Residential Tr
(NXRT)
|
0.1 |
$1.5M |
|
23k |
62.50 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.1 |
$1.4M |
|
46k |
31.45 |
Analog Devices
(ADI)
|
0.1 |
$1.4M |
|
9.8k |
146.13 |
Abbott Laboratories
(ABT)
|
0.1 |
$1.4M |
|
13k |
108.66 |
Pimco Energy & Tactical Cr O Com Shs Ben Int
(PDX)
|
0.1 |
$1.4M |
|
109k |
12.84 |
Rivernorth Doubleline Strate
(OPP)
|
0.1 |
$1.4M |
|
128k |
10.89 |
IDEXX Laboratories
(IDXX)
|
0.1 |
$1.4M |
|
4.0k |
350.82 |
Listed Fd Tr Horizon Kinetics
(INFL)
|
0.1 |
$1.4M |
|
49k |
28.55 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$1.4M |
|
15k |
92.43 |
Indexiq Etf Tr Iq Mrgr Arb Etf
(MNA)
|
0.1 |
$1.4M |
|
44k |
30.95 |
Rockwell Automation
(ROK)
|
0.1 |
$1.3M |
|
6.7k |
199.37 |
SYSCO Corporation
(SYY)
|
0.1 |
$1.3M |
|
16k |
84.72 |
Crown Castle Intl
(CCI)
|
0.1 |
$1.3M |
|
7.7k |
168.37 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$1.3M |
|
3.9k |
324.27 |
Canadian Natl Ry
(CNI)
|
0.1 |
$1.3M |
|
11k |
112.48 |
Diageo Spon Adr New
(DEO)
|
0.1 |
$1.3M |
|
7.3k |
174.16 |
Verizon Communications
(VZ)
|
0.1 |
$1.2M |
|
24k |
50.77 |
Nextera Energy
(NEE)
|
0.1 |
$1.2M |
|
16k |
77.46 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$1.2M |
|
4.4k |
277.55 |
Wal-Mart Stores
(WMT)
|
0.1 |
$1.2M |
|
10k |
121.59 |
Netflix
(NFLX)
|
0.1 |
$1.2M |
|
6.9k |
174.81 |
Intel Corporation
(INTC)
|
0.1 |
$1.2M |
|
32k |
37.42 |
Starwood Property Trust
(STWD)
|
0.1 |
$1.2M |
|
56k |
20.89 |
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.1 |
$1.2M |
|
30k |
38.21 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.0 |
$1.1M |
|
5.2k |
218.76 |
MGM Resorts International.
(MGM)
|
0.0 |
$1.1M |
|
38k |
28.91 |
Xcel Energy
(XEL)
|
0.0 |
$1.1M |
|
15k |
70.74 |
TCW Strategic Income Fund
(TSI)
|
0.0 |
$1000k |
|
207k |
4.83 |
Amgen
(AMGN)
|
0.0 |
$991k |
|
4.1k |
243.43 |
Ishares Tr Global Reit Etf
(REET)
|
0.0 |
$963k |
|
40k |
24.19 |
International Business Machines
(IBM)
|
0.0 |
$949k |
|
6.7k |
141.14 |
Union Pacific Corporation
(UNP)
|
0.0 |
$937k |
|
4.4k |
213.39 |
Liberty Media Acquisition Com Sr A
|
0.0 |
$935k |
|
95k |
9.84 |
Compass Minerals International
(CMP)
|
0.0 |
$933k |
|
26k |
35.84 |
Caterpillar
(CAT)
|
0.0 |
$917k |
|
5.1k |
178.79 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$913k |
|
1.7k |
543.13 |
Waste Management
(WM)
|
0.0 |
$911k |
|
6.0k |
152.90 |
Pershing Square Tontine Hldg Com Cl A
|
0.0 |
$911k |
|
46k |
19.95 |
Proshares Tr Ultshrt Qqq
(QID)
|
0.0 |
$906k |
|
35k |
26.16 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.0 |
$902k |
|
17k |
54.61 |
Oracle Corporation
(ORCL)
|
0.0 |
$895k |
|
13k |
69.88 |
Alliancebernstein Hldg Unit Ltd Partn
(AB)
|
0.0 |
$889k |
|
21k |
41.60 |
Mondelez Intl Cl A
(MDLZ)
|
0.0 |
$887k |
|
14k |
62.10 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$846k |
|
14k |
62.52 |
Select Sector Spdr Tr Financial
(XLF)
|
0.0 |
$825k |
|
26k |
31.46 |
Doubleline Opportunistic Cr
(DBL)
|
0.0 |
$821k |
|
52k |
15.67 |
Nuveen CA Dividend Advantage Muni. Fund
(NAC)
|
0.0 |
$814k |
|
66k |
12.33 |
Alps Etf Tr Alerian Mlp
(AMLP)
|
0.0 |
$812k |
|
24k |
34.43 |
Lam Research Corporation
(LRCX)
|
0.0 |
$811k |
|
1.9k |
426.39 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.0 |
$810k |
|
20k |
41.62 |
Ssga Active Etf Tr Spdr Tr Tactic
(TOTL)
|
0.0 |
$805k |
|
19k |
42.17 |
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$804k |
|
21k |
39.24 |
Ishares Tr Cre U S Reit Etf
(USRT)
|
0.0 |
$796k |
|
15k |
53.40 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$790k |
|
10k |
76.98 |
Martin Marietta Materials
(MLM)
|
0.0 |
$781k |
|
2.6k |
299.35 |
Corteva
(CTVA)
|
0.0 |
$760k |
|
14k |
54.17 |
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.0 |
$748k |
|
86k |
8.73 |
Sherwin-Williams Company
(SHW)
|
0.0 |
$736k |
|
3.3k |
223.91 |
Bank of America Corporation
(BAC)
|
0.0 |
$728k |
|
23k |
31.15 |
Coca-cola Europacific Partne SHS
(CCEP)
|
0.0 |
$715k |
|
15k |
47.62 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$708k |
|
4.9k |
145.02 |
Dominion Resources
(D)
|
0.0 |
$705k |
|
8.8k |
79.80 |
Otis Worldwide Corp
(OTIS)
|
0.0 |
$698k |
|
9.9k |
70.72 |
Target Corporation
(TGT)
|
0.0 |
$689k |
|
4.9k |
141.22 |
Nexpoint Diversified Rel Et Com New
(NXDT)
|
0.0 |
$678k |
|
41k |
16.48 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.0 |
$659k |
|
8.2k |
80.51 |
Sempra Energy
(SRE)
|
0.0 |
$654k |
|
4.4k |
150.24 |
American Tower Reit
(AMT)
|
0.0 |
$653k |
|
2.6k |
255.78 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.0 |
$649k |
|
7.6k |
85.35 |
Automatic Data Processing
(ADP)
|
0.0 |
$645k |
|
3.1k |
210.03 |
W.W. Grainger
(GWW)
|
0.0 |
$644k |
|
1.4k |
454.16 |
Cme
(CME)
|
0.0 |
$641k |
|
3.1k |
204.79 |
LKQ Corporation
(LKQ)
|
0.0 |
$638k |
|
13k |
49.07 |
Paypal Holdings
(PYPL)
|
0.0 |
$637k |
|
9.1k |
69.89 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.0 |
$628k |
|
7.8k |
80.72 |
Guggenheim Strategic Opportu Com Sbi
(GOF)
|
0.0 |
$626k |
|
39k |
16.09 |
PNC Financial Services
(PNC)
|
0.0 |
$622k |
|
3.9k |
157.79 |
American Express Company
(AXP)
|
0.0 |
$621k |
|
4.5k |
138.62 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.0 |
$619k |
|
15k |
41.65 |
Public Storage
(PSA)
|
0.0 |
$616k |
|
2.0k |
312.85 |
Zoetis Cl A
(ZTS)
|
0.0 |
$607k |
|
3.5k |
171.76 |
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$602k |
|
14k |
41.69 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$580k |
|
2.6k |
222.82 |
Lyft Cl A Com
(LYFT)
|
0.0 |
$579k |
|
44k |
13.28 |
At&t
(T)
|
0.0 |
$574k |
|
27k |
20.95 |
Cigna Corp
(CI)
|
0.0 |
$572k |
|
2.2k |
263.47 |
Emerson Electric
(EMR)
|
0.0 |
$572k |
|
7.2k |
79.59 |
Aercap Holdings Nv SHS
(AER)
|
0.0 |
$566k |
|
16k |
35.71 |
Equity Lifestyle Properties
(ELS)
|
0.0 |
$564k |
|
8.0k |
70.48 |
Enterprise Products Partners
(EPD)
|
0.0 |
$560k |
|
23k |
24.35 |
Skyworks Solutions
(SWKS)
|
0.0 |
$559k |
|
6.0k |
92.67 |
America Movil Sab De Cv Spon Adr L Shs
|
0.0 |
$554k |
|
27k |
20.43 |
Flexshares Tr Stoxx Globr Inf
(NFRA)
|
0.0 |
$554k |
|
11k |
51.66 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.0 |
$541k |
|
2.4k |
226.27 |
Yum! Brands
(YUM)
|
0.0 |
$540k |
|
4.8k |
113.42 |
Select Sector Spdr Tr Energy
(XLE)
|
0.0 |
$539k |
|
7.5k |
71.48 |
Novartis Sponsored Adr
(NVS)
|
0.0 |
$533k |
|
6.3k |
84.50 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.0 |
$528k |
|
9.1k |
57.96 |
Liberty Media Acquisition Unit 01/22/2026
|
0.0 |
$528k |
|
52k |
10.14 |
Shopify Cl A
(SHOP)
|
0.0 |
$526k |
|
17k |
31.22 |
Select Sector Spdr Tr Technology
(XLK)
|
0.0 |
$522k |
|
4.1k |
127.07 |
Wells Fargo & Company
(WFC)
|
0.0 |
$509k |
|
13k |
39.20 |
Alnylam Pharmaceuticals
(ALNY)
|
0.0 |
$506k |
|
3.5k |
145.99 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.0 |
$506k |
|
7.0k |
71.91 |
Abrdn Gold Etf Trust Physcl Gold Shs
(SGOL)
|
0.0 |
$500k |
|
29k |
17.33 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$499k |
|
3.7k |
134.18 |
Blackrock Tax Municpal Bd Tr SHS
(BBN)
|
0.0 |
$486k |
|
25k |
19.17 |
FirstEnergy
(FE)
|
0.0 |
$480k |
|
13k |
38.39 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.0 |
$468k |
|
12k |
40.11 |
Prologis
(PLD)
|
0.0 |
$463k |
|
3.9k |
117.60 |
PacWest Ban
|
0.0 |
$460k |
|
17k |
26.64 |
Dollar Tree
(DLTR)
|
0.0 |
$458k |
|
2.9k |
155.73 |
Verisign
(VRSN)
|
0.0 |
$457k |
|
2.7k |
167.46 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.0 |
$456k |
|
3.3k |
137.52 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.0 |
$454k |
|
5.9k |
76.32 |
Blackstone Group Inc Com Cl A
(BX)
|
0.0 |
$448k |
|
4.9k |
91.30 |
Northrop Grumman Corporation
(NOC)
|
0.0 |
$439k |
|
917.00 |
478.74 |
Invesco Van Kampen Cal Val Mun Inc Trust
(VCV)
|
0.0 |
$438k |
|
41k |
10.57 |
The Trade Desk Com Cl A
(TTD)
|
0.0 |
$438k |
|
10k |
41.93 |
Roblox Corp Cl A
(RBLX)
|
0.0 |
$434k |
|
13k |
32.89 |
Goldman Sachs
(GS)
|
0.0 |
$427k |
|
1.4k |
296.73 |
General Mills
(GIS)
|
0.0 |
$415k |
|
5.5k |
75.52 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.0 |
$413k |
|
10k |
40.90 |
Deere & Company
(DE)
|
0.0 |
$409k |
|
1.4k |
299.41 |
Synopsys
(SNPS)
|
0.0 |
$401k |
|
1.3k |
304.02 |
3M Company
(MMM)
|
0.0 |
$398k |
|
3.1k |
129.35 |
American Water Works
(AWK)
|
0.0 |
$390k |
|
2.6k |
148.80 |
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$390k |
|
3.3k |
117.58 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
0.0 |
$388k |
|
9.5k |
40.82 |
Verisk Analytics
(VRSK)
|
0.0 |
$387k |
|
2.2k |
173.15 |
Republic Services
(RSG)
|
0.0 |
$378k |
|
2.9k |
130.75 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.0 |
$376k |
|
7.5k |
50.13 |
Cohen & Steers Tax Advan P
(PTA)
|
0.0 |
$374k |
|
21k |
18.18 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.0 |
$373k |
|
16k |
23.27 |
Annaly Capital Management
|
0.0 |
$364k |
|
62k |
5.91 |
Paccar
(PCAR)
|
0.0 |
$363k |
|
4.4k |
82.26 |
Enterprise Financial Services
(EFSC)
|
0.0 |
$362k |
|
8.7k |
41.47 |
Retail Opportunity Investments
(ROIC)
|
0.0 |
$358k |
|
23k |
15.76 |
Old Dominion Freight Line
(ODFL)
|
0.0 |
$357k |
|
1.4k |
256.28 |
Ishares Tr Global Energ Etf
(IXC)
|
0.0 |
$354k |
|
10k |
33.90 |
First Republic Bank/san F
(FRCB)
|
0.0 |
$348k |
|
2.4k |
144.22 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.0 |
$347k |
|
11k |
31.56 |
Pgim Short Duration High Yie
(ISD)
|
0.0 |
$331k |
|
27k |
12.07 |
ConocoPhillips
(COP)
|
0.0 |
$330k |
|
3.7k |
89.82 |
Norfolk Southern
(NSC)
|
0.0 |
$328k |
|
1.4k |
227.30 |
Orion Office Reit Inc-w/i
(ONL)
|
0.0 |
$328k |
|
30k |
10.97 |
Vulcan Materials Company
(VMC)
|
0.0 |
$327k |
|
2.3k |
141.93 |
Rli
(RLI)
|
0.0 |
$326k |
|
2.8k |
116.68 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$325k |
|
2.3k |
143.42 |
Nuveen Insd Dividend Advantage
(NVG)
|
0.0 |
$325k |
|
25k |
13.10 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.0 |
$323k |
|
3.1k |
103.26 |
Glacier Ban
(GBCI)
|
0.0 |
$322k |
|
6.8k |
47.44 |
Liberty Broadband Corp Com Ser C
(LBRDK)
|
0.0 |
$319k |
|
2.8k |
115.66 |
Flexshares Tr Intl Qltdv Idx
(IQDF)
|
0.0 |
$319k |
|
16k |
20.42 |
Vail Resorts
(MTN)
|
0.0 |
$316k |
|
1.4k |
218.23 |
Nuveen Insured Tax-Free Adv Munici
(NEA)
|
0.0 |
$312k |
|
27k |
11.75 |
Goldman Sachs Bdc SHS
(GSBD)
|
0.0 |
$311k |
|
19k |
16.79 |
Ecolab
(ECL)
|
0.0 |
$309k |
|
2.0k |
153.88 |
McKesson Corporation
(MCK)
|
0.0 |
$309k |
|
947.00 |
326.29 |
Truist Financial Corp equities
(TFC)
|
0.0 |
$308k |
|
6.5k |
47.48 |
Aptiv SHS
(APTV)
|
0.0 |
$308k |
|
3.5k |
89.04 |
Nushares Etf Tr Nuveen Esg Smlcp
(NUSC)
|
0.0 |
$307k |
|
9.4k |
32.77 |
Robert Half International
(RHI)
|
0.0 |
$306k |
|
4.1k |
75.00 |
Match Group
(MTCH)
|
0.0 |
$303k |
|
4.3k |
69.67 |
Kayne Anderson Mdstm Energy
|
0.0 |
$302k |
|
40k |
7.52 |
Morgan Stanley Com New
(MS)
|
0.0 |
$299k |
|
3.9k |
75.95 |
Ishares Tr Core Div Grwth
(DGRO)
|
0.0 |
$299k |
|
6.3k |
47.60 |
Duke Energy Corp Com New
(DUK)
|
0.0 |
$296k |
|
2.8k |
107.25 |
Cummins
(CMI)
|
0.0 |
$292k |
|
1.5k |
193.63 |
Equity Residential Sh Ben Int
(EQR)
|
0.0 |
$292k |
|
4.0k |
72.33 |
PCM Fund
(PCM)
|
0.0 |
$286k |
|
31k |
9.26 |
Us Bancorp Del Com New
(USB)
|
0.0 |
$286k |
|
6.2k |
46.05 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.0 |
$285k |
|
2.4k |
118.75 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.0 |
$282k |
|
3.4k |
82.80 |
Oaktree Specialty Lending Corp
|
0.0 |
$281k |
|
43k |
6.55 |
Ishares Tr Us Oil Gs Ex Etf
(IEO)
|
0.0 |
$277k |
|
3.6k |
77.94 |
BlackRock Floating Rate Income Strat. Fn
(FRA)
|
0.0 |
$275k |
|
24k |
11.37 |
Paychex
(PAYX)
|
0.0 |
$274k |
|
2.4k |
113.93 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$272k |
|
4.5k |
60.44 |
Microchip Technology
(MCHP)
|
0.0 |
$271k |
|
4.7k |
58.02 |
General Dynamics Corporation
(GD)
|
0.0 |
$271k |
|
1.2k |
221.04 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.0 |
$263k |
|
5.2k |
50.96 |
Ford Motor Company
(F)
|
0.0 |
$263k |
|
24k |
11.15 |
Vaneck Etf Trust Shrt Hgh Yld Mun
(SHYD)
|
0.0 |
$261k |
|
12k |
22.42 |
Insulet Corporation
(PODD)
|
0.0 |
$257k |
|
1.2k |
217.61 |
Nice Sponsored Adr
(NICE)
|
0.0 |
$257k |
|
1.3k |
192.08 |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol
(SPHD)
|
0.0 |
$256k |
|
5.8k |
44.16 |
Omnicell
(OMCL)
|
0.0 |
$253k |
|
2.2k |
113.76 |
Citigroup Com New
(C)
|
0.0 |
$253k |
|
5.5k |
45.94 |
Dollar General
(DG)
|
0.0 |
$250k |
|
1.0k |
245.34 |
Charter Communications Inc N Cl A
(CHTR)
|
0.0 |
$250k |
|
533.00 |
469.04 |
General Electric Com New
(GE)
|
0.0 |
$250k |
|
3.9k |
63.76 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.0 |
$248k |
|
5.2k |
47.74 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$247k |
|
1.8k |
137.53 |
American Airls
(AAL)
|
0.0 |
$247k |
|
20k |
12.68 |
Oneok
(OKE)
|
0.0 |
$246k |
|
4.4k |
55.53 |
Flaherty & Crumrine Dynamic SHS
(DFP)
|
0.0 |
$245k |
|
11k |
21.47 |
Eaton Vance Limited Duration Income Fund
(EVV)
|
0.0 |
$243k |
|
24k |
10.34 |
Abrdn Platinum Etf Trust Physcl Platm Shs
(PPLT)
|
0.0 |
$242k |
|
2.9k |
83.22 |
Blackrock MuniHoldings CA Insrd Fnd
(MUC)
|
0.0 |
$238k |
|
20k |
11.99 |
Bce Com New
(BCE)
|
0.0 |
$238k |
|
4.8k |
49.21 |
Ionis Pharmaceuticals
(IONS)
|
0.0 |
$237k |
|
6.4k |
36.96 |
Envista Hldgs Corp
(NVST)
|
0.0 |
$236k |
|
6.1k |
38.62 |
Carrier Global Corporation
(CARR)
|
0.0 |
$235k |
|
6.6k |
35.63 |
Armstrong World Industries
(AWI)
|
0.0 |
$235k |
|
3.1k |
74.89 |
Cognizant Technology Solutio Cl A
(CTSH)
|
0.0 |
$235k |
|
3.5k |
67.45 |
Eaton Corp SHS
(ETN)
|
0.0 |
$231k |
|
1.8k |
125.82 |
Novo-nordisk A S Adr
(NVO)
|
0.0 |
$230k |
|
2.1k |
111.49 |
Kayne Anderson MLP Investment
(KYN)
|
0.0 |
$230k |
|
28k |
8.37 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$227k |
|
1.7k |
136.17 |
Centene Corporation
(CNC)
|
0.0 |
$227k |
|
2.7k |
84.61 |
British Amern Tob Sponsored Adr
(BTI)
|
0.0 |
$226k |
|
5.3k |
42.85 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.0 |
$224k |
|
729.00 |
307.27 |
Shockwave Med
(SWAV)
|
0.0 |
$223k |
|
1.2k |
191.58 |
Warner Bros Discovery Com Ser A
(WBD)
|
0.0 |
$223k |
|
17k |
13.42 |
Fastenal Company
(FAST)
|
0.0 |
$221k |
|
4.4k |
49.89 |
Nov
(NOV)
|
0.0 |
$220k |
|
13k |
16.92 |
Alliant Energy Corporation
(LNT)
|
0.0 |
$220k |
|
3.8k |
58.64 |
Travelers Companies
(TRV)
|
0.0 |
$218k |
|
1.3k |
168.86 |
First American Financial
(FAF)
|
0.0 |
$216k |
|
4.1k |
52.85 |
Autodesk
(ADSK)
|
0.0 |
$216k |
|
1.3k |
171.84 |
Electronic Arts
(EA)
|
0.0 |
$216k |
|
1.8k |
121.48 |
Pimco Income Strategy Fund II
(PFN)
|
0.0 |
$213k |
|
27k |
7.91 |
General Motors Company
(GM)
|
0.0 |
$211k |
|
6.6k |
31.74 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.0 |
$210k |
|
442.00 |
475.11 |
eBay
(EBAY)
|
0.0 |
$208k |
|
5.0k |
41.68 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.0 |
$206k |
|
3.3k |
62.33 |
Ares Dynamic Cr Allocation
(ARDC)
|
0.0 |
$206k |
|
17k |
12.24 |
Neuberger Ber. CA Intermediate Muni Fund
|
0.0 |
$204k |
|
18k |
11.22 |
BRC Com Cl A
(BRCC)
|
0.0 |
$204k |
|
25k |
8.16 |
Stag Industrial
(STAG)
|
0.0 |
$203k |
|
6.6k |
30.95 |
Kimberly-Clark Corporation
(KMB)
|
0.0 |
$201k |
|
1.5k |
135.35 |
CVB Financial
(CVBF)
|
0.0 |
$201k |
|
8.1k |
24.84 |
The Necessity Retail Reit In Com Class A
|
0.0 |
$189k |
|
26k |
7.29 |
Blackrock Ltd Duration Incom Com Shs
(BLW)
|
0.0 |
$171k |
|
14k |
12.68 |
Nuveen Municipal Credit Com Sh Ben Int
(NZF)
|
0.0 |
$166k |
|
13k |
12.58 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$153k |
|
15k |
9.98 |
Nuveen Cr Strategies Income Com Shs
(JQC)
|
0.0 |
$133k |
|
26k |
5.20 |
Mfa Finl
(MFA)
|
0.0 |
$125k |
|
12k |
10.77 |
Nuveen Mun High Income Opp F
(NMZ)
|
0.0 |
$117k |
|
10k |
11.70 |
Eaton Vance Calif Mun Incom Sh Ben Int
(CEV)
|
0.0 |
$114k |
|
11k |
10.62 |
Goodyear Tire & Rubber Company
(GT)
|
0.0 |
$109k |
|
10k |
10.73 |
Joby Aviation Common Stock
(JOBY)
|
0.0 |
$107k |
|
22k |
4.91 |
Pimco CA Muni. Income Fund II
(PCK)
|
0.0 |
$107k |
|
16k |
6.85 |
Apollo Coml Real Estate Fin Note 4.750% 8/2 (Principal)
|
0.0 |
$100k |
|
100k |
1.00 |
Luminar Technologies Com Cl A
(LAZR)
|
0.0 |
$79k |
|
13k |
5.94 |
Gamco Global Gold Nat Res & Com Sh Ben Int
(GGN)
|
0.0 |
$78k |
|
22k |
3.62 |
Nuveen Quality Pref. Inc. Fund II
|
0.0 |
$77k |
|
11k |
7.28 |
Putnam Premier Income Tr Sh Ben Int
(PPT)
|
0.0 |
$63k |
|
17k |
3.79 |
Eaton Vance Sr Income Tr Sh Ben Int
(EVF)
|
0.0 |
$55k |
|
10k |
5.50 |
Mfs Multimarket Income Tr Sh Ben Int
(MMT)
|
0.0 |
$52k |
|
11k |
4.56 |
Putnam Master Inter Income T Sh Ben Int
(PIM)
|
0.0 |
$51k |
|
15k |
3.40 |
Trx Gold Corporation
(TRX)
|
0.0 |
$44k |
|
117k |
0.37 |
Oxford Square Ca
(OXSQ)
|
0.0 |
$37k |
|
10k |
3.65 |