Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
12.6 |
$96M |
|
232k |
413.47 |
Vanguard Index Fds Growth Etf
(VUG)
|
6.0 |
$46M |
|
177k |
256.85 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
5.8 |
$45M |
|
1.1M |
38.79 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
5.4 |
$41M |
|
444k |
92.14 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
5.2 |
$40M |
|
160k |
248.77 |
Vanguard Index Fds Value Etf
(VTV)
|
4.7 |
$36M |
|
259k |
137.50 |
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
4.4 |
$34M |
|
339k |
100.06 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
3.8 |
$29M |
|
581k |
50.09 |
Ishares Tr Blackrock Ultra
(ICSH)
|
3.4 |
$26M |
|
527k |
50.02 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.2 |
$24M |
|
59k |
415.59 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
2.8 |
$22M |
|
105k |
207.68 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
2.4 |
$19M |
|
205k |
91.38 |
Bank of America Corporation
(BAC)
|
2.0 |
$15M |
|
450k |
33.96 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.6 |
$12M |
|
200k |
61.39 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.6 |
$12M |
|
49k |
250.06 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
1.6 |
$12M |
|
168k |
71.54 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.2 |
$9.5M |
|
187k |
50.77 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
1.1 |
$8.4M |
|
19.00 |
439526.32 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.1 |
$8.1M |
|
79k |
102.72 |
Apple
(AAPL)
|
1.0 |
$7.3M |
|
44k |
165.35 |
Endava Ads
(DAVA)
|
0.9 |
$6.9M |
|
63k |
109.95 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.8 |
$6.4M |
|
212k |
30.06 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.8 |
$6.3M |
|
138k |
46.09 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.8 |
$5.9M |
|
143k |
41.38 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
0.7 |
$5.7M |
|
134k |
42.50 |
Microsoft Corporation
(MSFT)
|
0.7 |
$5.7M |
|
20k |
282.90 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.7 |
$5.6M |
|
163k |
34.61 |
Hubbell
(HUBB)
|
0.7 |
$5.4M |
|
26k |
213.52 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.6 |
$4.9M |
|
51k |
95.27 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.6 |
$4.8M |
|
46k |
105.60 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.6 |
$4.5M |
|
30k |
153.92 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.6 |
$4.4M |
|
87k |
51.24 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.6 |
$4.4M |
|
87k |
50.97 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.5 |
$4.0M |
|
26k |
154.20 |
Compass Cl A
(COMP)
|
0.5 |
$3.8M |
|
938k |
4.10 |
Morgan Stanley Com New
(MS)
|
0.5 |
$3.8M |
|
44k |
86.14 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.5 |
$3.6M |
|
47k |
78.13 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.5 |
$3.5M |
|
24k |
147.94 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$3.4M |
|
9.0k |
380.02 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.4 |
$3.4M |
|
14k |
236.44 |
Amazon
(AMZN)
|
0.4 |
$3.4M |
|
24k |
140.81 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.4 |
$3.3M |
|
32k |
105.12 |
Vanguard Admiral Fds Midcp 400 Idx
(IVOO)
|
0.4 |
$3.2M |
|
19k |
169.12 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.4 |
$3.2M |
|
41k |
76.79 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.4 |
$2.9M |
|
50k |
57.55 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.4 |
$2.8M |
|
12k |
239.78 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.4 |
$2.7M |
|
22k |
125.98 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$2.7M |
|
14k |
196.68 |
Ishares Tr Select Divid Etf
(DVY)
|
0.3 |
$2.6M |
|
22k |
120.94 |
Honeywell International
(HON)
|
0.3 |
$2.5M |
|
13k |
192.28 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$2.5M |
|
20k |
122.34 |
Crown Castle Intl
(CCI)
|
0.3 |
$2.4M |
|
14k |
178.44 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.3 |
$2.4M |
|
16k |
144.82 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.3 |
$2.3M |
|
10k |
227.30 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.3 |
$2.3M |
|
24k |
97.33 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$2.1M |
|
11k |
190.78 |
Omega Healthcare Investors
(OHI)
|
0.3 |
$2.1M |
|
65k |
31.99 |
American Campus Communities
|
0.3 |
$2.1M |
|
31k |
65.40 |
Ipsidy Com New
|
0.3 |
$1.9M |
|
629k |
3.08 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$1.9M |
|
12k |
163.47 |
Tesla Motors
(TSLA)
|
0.2 |
$1.9M |
|
2.2k |
864.41 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$1.8M |
|
46k |
40.07 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$1.8M |
|
16k |
117.47 |
Ishares Core Msci Emkt
(IEMG)
|
0.2 |
$1.8M |
|
37k |
49.13 |
Ball Corporation
(BALL)
|
0.2 |
$1.7M |
|
29k |
56.35 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$1.6M |
|
7.9k |
200.66 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$1.6M |
|
3.6k |
433.44 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.2 |
$1.6M |
|
17k |
89.80 |
Vanguard World Mega Cap Val Etf
(MGV)
|
0.2 |
$1.5M |
|
15k |
99.87 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$1.5M |
|
13k |
118.23 |
Johnson & Johnson
(JNJ)
|
0.2 |
$1.5M |
|
8.7k |
171.07 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$1.5M |
|
4.5k |
321.62 |
First Tr Value Line Divid In SHS
(FVD)
|
0.2 |
$1.4M |
|
35k |
40.56 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.2 |
$1.3M |
|
12k |
108.24 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$1.3M |
|
6.1k |
217.41 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.2 |
$1.3M |
|
14k |
96.13 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$1.3M |
|
20k |
64.99 |
Spdr Ser Tr Ftse Int Gvt Etf
(WIP)
|
0.2 |
$1.2M |
|
27k |
45.44 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.2 |
$1.2M |
|
11k |
102.15 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$1.1M |
|
22k |
53.02 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$1.1M |
|
9.2k |
115.20 |
Becton, Dickinson and
(BDX)
|
0.1 |
$1.0M |
|
4.1k |
254.12 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$1.0M |
|
21k |
49.01 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$1.0M |
|
21k |
48.66 |
Home Depot
(HD)
|
0.1 |
$1.0M |
|
3.3k |
309.63 |
First Tr Exchange-traded Risng Divd Achiv
(RDVY)
|
0.1 |
$982k |
|
22k |
44.37 |
Douglas Emmett
(DEI)
|
0.1 |
$943k |
|
43k |
22.03 |
Main Street Capital Corporation
(MAIN)
|
0.1 |
$928k |
|
21k |
45.26 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$918k |
|
7.9k |
115.78 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$911k |
|
3.1k |
292.08 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$881k |
|
20k |
45.06 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$877k |
|
9.6k |
90.95 |
Enovix Corp
(ENVX)
|
0.1 |
$848k |
|
59k |
14.40 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$819k |
|
12k |
68.89 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$799k |
|
5.5k |
144.64 |
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.1 |
$795k |
|
3.2k |
248.36 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$795k |
|
16k |
49.49 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$793k |
|
2.1k |
378.88 |
Golub Capital BDC
(GBDC)
|
0.1 |
$749k |
|
53k |
14.17 |
Meta Platforms Cl A
(META)
|
0.1 |
$740k |
|
4.4k |
167.01 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$740k |
|
10k |
73.12 |
Pinnacle Financial Partners
(PNFP)
|
0.1 |
$727k |
|
9.0k |
80.78 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.1 |
$716k |
|
16k |
44.76 |
United Parcel Service CL B
(UPS)
|
0.1 |
$699k |
|
3.6k |
196.68 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.1 |
$686k |
|
7.4k |
92.33 |
International Business Machines
(IBM)
|
0.1 |
$676k |
|
5.1k |
132.47 |
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.1 |
$643k |
|
13k |
49.15 |
Ishares Tr Global Energ Etf
(IXC)
|
0.1 |
$642k |
|
19k |
34.13 |
Discover Financial Services
(DFS)
|
0.1 |
$627k |
|
6.1k |
102.42 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.1 |
$607k |
|
10k |
59.17 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$596k |
|
7.8k |
75.97 |
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$592k |
|
18k |
33.69 |
Walt Disney Company
(DIS)
|
0.1 |
$590k |
|
5.5k |
106.58 |
Abbvie
(ABBV)
|
0.1 |
$573k |
|
4.1k |
138.11 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$543k |
|
7.9k |
69.15 |
Twitter
|
0.1 |
$527k |
|
12k |
42.48 |
Palo Alto Networks
(PANW)
|
0.1 |
$516k |
|
1.0k |
500.97 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.1 |
$504k |
|
3.6k |
138.27 |
Pfizer
(PFE)
|
0.1 |
$482k |
|
9.8k |
49.27 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$469k |
|
5.3k |
88.37 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$457k |
|
4.2k |
107.94 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$451k |
|
987.00 |
456.94 |
McDonald's Corporation
(MCD)
|
0.1 |
$450k |
|
1.7k |
259.52 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$446k |
|
4.4k |
101.62 |
Dynavax Technologies Corp Com New
(DVAX)
|
0.1 |
$443k |
|
27k |
16.65 |
Truist Financial Corp equities
(TFC)
|
0.1 |
$434k |
|
8.7k |
50.10 |
Proshares Tr Ultrapro Qqq
(TQQQ)
|
0.1 |
$388k |
|
11k |
35.27 |
Shell Spon Ads
(SHEL)
|
0.0 |
$379k |
|
7.3k |
51.85 |
Vanguard Admiral Fds Smllcp 600 Idx
(VIOO)
|
0.0 |
$377k |
|
2.0k |
187.10 |
Netflix
(NFLX)
|
0.0 |
$377k |
|
1.7k |
226.56 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.0 |
$370k |
|
12k |
32.11 |
Abbott Laboratories
(ABT)
|
0.0 |
$361k |
|
3.3k |
109.13 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.0 |
$344k |
|
4.7k |
73.63 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.0 |
$339k |
|
3.7k |
91.52 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.0 |
$328k |
|
1.4k |
228.25 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.0 |
$325k |
|
5.0k |
65.44 |
Verizon Communications
(VZ)
|
0.0 |
$324k |
|
7.2k |
44.88 |
Cisco Systems
(CSCO)
|
0.0 |
$294k |
|
6.5k |
45.05 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
0.0 |
$291k |
|
1.9k |
157.21 |
Merck & Co
(MRK)
|
0.0 |
$290k |
|
3.3k |
87.48 |
Zoominfo Technologies Common Stock
(ZI)
|
0.0 |
$279k |
|
5.9k |
47.68 |
Ishares Tr Ishares Biotech
(IBB)
|
0.0 |
$276k |
|
2.1k |
131.30 |
Inspired Entmt
(INSE)
|
0.0 |
$273k |
|
25k |
10.92 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$265k |
|
1.6k |
165.52 |
At&t
(T)
|
0.0 |
$262k |
|
14k |
18.38 |
Xcel Energy
(XEL)
|
0.0 |
$261k |
|
3.5k |
73.81 |
Target Corporation
(TGT)
|
0.0 |
$255k |
|
1.5k |
165.91 |
Rivian Automotive Com Cl A
(RIVN)
|
0.0 |
$250k |
|
7.0k |
35.71 |
Spdr Ser Tr Ssga Gnder Etf
(SHE)
|
0.0 |
$250k |
|
3.0k |
83.33 |
Procter & Gamble Company
(PG)
|
0.0 |
$248k |
|
1.7k |
144.44 |
Pepsi
(PEP)
|
0.0 |
$248k |
|
1.4k |
174.89 |
Colgate-Palmolive Company
(CL)
|
0.0 |
$247k |
|
3.1k |
80.51 |
SYSCO Corporation
(SYY)
|
0.0 |
$245k |
|
2.8k |
86.15 |
salesforce
(CRM)
|
0.0 |
$243k |
|
1.3k |
189.84 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.0 |
$231k |
|
1.2k |
189.34 |
Coinbase Global Com Cl A
(COIN)
|
0.0 |
$230k |
|
2.5k |
92.85 |
Visa Com Cl A
(V)
|
0.0 |
$226k |
|
1.0k |
215.44 |
Paypal Holdings
(PYPL)
|
0.0 |
$225k |
|
2.4k |
95.34 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.0 |
$220k |
|
2.4k |
92.63 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.0 |
$219k |
|
3.0k |
74.01 |
Chevron Corporation
(CVX)
|
0.0 |
$219k |
|
1.4k |
153.58 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.0 |
$211k |
|
4.2k |
50.70 |
Ishares Tr Esg Aware Msci
(ESML)
|
0.0 |
$206k |
|
5.8k |
35.23 |
Nutrien
(NTR)
|
0.0 |
$202k |
|
2.4k |
83.68 |
Collplant Biotechnologies Lt Shs New
(CLGN)
|
0.0 |
$139k |
|
16k |
8.87 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$137k |
|
13k |
10.80 |
JetBlue Airways Corporation
(JBLU)
|
0.0 |
$130k |
|
15k |
8.67 |
Eaton Vance Muni Income Trus Sh Ben Int
(EVN)
|
0.0 |
$130k |
|
11k |
11.87 |
Sirius Xm Holdings
(SIRI)
|
0.0 |
$98k |
|
15k |
6.58 |
Diana Shipping
(DSX)
|
0.0 |
$91k |
|
15k |
5.97 |
Athira Pharma
(ATHA)
|
0.0 |
$78k |
|
21k |
3.80 |
Annaly Capital Management
|
0.0 |
$70k |
|
11k |
6.53 |
Nexgel
(NXGL)
|
0.0 |
$65k |
|
36k |
1.82 |
Innoviz Technologies *w Exp 04/05/202
(INVZW)
|
0.0 |
$55k |
|
24k |
2.32 |
Neoleukin Therapeutics
|
0.0 |
$49k |
|
47k |
1.05 |
Vtv Therapeutics Cl A
|
0.0 |
$36k |
|
30k |
1.20 |
Oceanpal Common Stock
|
0.0 |
$19k |
|
44k |
0.43 |
Acorda Therapeutics Com New
|
0.0 |
$6.0k |
|
14k |
0.42 |
Slam Corp *w Exp 02/23/202
(SLAMW)
|
0.0 |
$4.0k |
|
25k |
0.16 |