Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
12.3 |
$87M |
|
243k |
357.18 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
6.6 |
$47M |
|
1.3M |
34.49 |
Vanguard Index Fds Growth Etf
(VUG)
|
6.3 |
$45M |
|
209k |
213.95 |
Vanguard Index Fds Value Etf
(VTV)
|
5.3 |
$37M |
|
302k |
123.48 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
5.0 |
$35M |
|
444k |
79.54 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
4.3 |
$31M |
|
146k |
210.40 |
Ishares Tr Blackrock Ultra
(ICSH)
|
3.4 |
$24M |
|
477k |
50.01 |
Apple
(AAPL)
|
3.3 |
$24M |
|
171k |
138.20 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
3.2 |
$23M |
|
450k |
50.16 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.0 |
$21M |
|
59k |
358.66 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
2.5 |
$17M |
|
97k |
179.47 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
2.3 |
$16M |
|
205k |
78.88 |
Bank of America Corporation
(BAC)
|
2.0 |
$14M |
|
473k |
30.20 |
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
1.9 |
$13M |
|
134k |
100.27 |
Amazon
(AMZN)
|
1.8 |
$13M |
|
112k |
113.00 |
Ishares Tr Core Msci Eafe
(IEFA)
|
1.6 |
$12M |
|
219k |
52.67 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.5 |
$11M |
|
49k |
219.25 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
1.3 |
$9.2M |
|
149k |
62.15 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.3 |
$8.9M |
|
184k |
48.14 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
1.1 |
$7.5M |
|
78k |
96.34 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
1.0 |
$7.3M |
|
18.00 |
406444.44 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$6.0M |
|
165k |
36.49 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.8 |
$6.0M |
|
150k |
40.01 |
Hubbell
(HUBB)
|
0.8 |
$5.7M |
|
26k |
223.00 |
Microsoft Corporation
(MSFT)
|
0.8 |
$5.6M |
|
24k |
232.91 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.8 |
$5.4M |
|
149k |
36.36 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.7 |
$5.1M |
|
199k |
25.80 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.7 |
$5.0M |
|
162k |
31.04 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.7 |
$4.9M |
|
110k |
44.36 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.6 |
$4.4M |
|
47k |
94.89 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.6 |
$4.1M |
|
87k |
47.73 |
Ishares Tr Msci Usa Value
(VLUE)
|
0.6 |
$4.1M |
|
50k |
81.86 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.6 |
$4.0M |
|
30k |
135.15 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.6 |
$4.0M |
|
29k |
135.98 |
Morgan Stanley Com New
(MS)
|
0.5 |
$3.5M |
|
45k |
79.02 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.5 |
$3.2M |
|
32k |
102.67 |
Spdr Ser Tr S&p 600 Smcp Val
(SLYV)
|
0.4 |
$3.1M |
|
47k |
67.15 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.4 |
$3.0M |
|
40k |
74.28 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.4 |
$2.9M |
|
23k |
127.13 |
Ishares Core Msci Emkt
(IEMG)
|
0.4 |
$2.9M |
|
67k |
42.98 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.4 |
$2.9M |
|
14k |
206.58 |
Vanguard Admiral Fds Midcp 400 Idx
(IVOO)
|
0.4 |
$2.8M |
|
19k |
148.58 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.4 |
$2.7M |
|
26k |
103.93 |
Tesla Motors
(TSLA)
|
0.4 |
$2.5M |
|
9.5k |
265.28 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.3 |
$2.5M |
|
51k |
48.77 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.3 |
$2.5M |
|
7.5k |
328.30 |
Ishares Tr Russell 3000 Etf
(IWV)
|
0.3 |
$2.4M |
|
12k |
207.05 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$2.4M |
|
22k |
111.51 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.3 |
$2.4M |
|
31k |
77.83 |
Ishares Tr Select Divid Etf
(DVY)
|
0.3 |
$2.3M |
|
22k |
107.22 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.3 |
$2.3M |
|
40k |
57.78 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$2.2M |
|
13k |
170.89 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.3 |
$2.2M |
|
13k |
164.90 |
Honeywell International
(HON)
|
0.3 |
$2.2M |
|
13k |
166.97 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.3 |
$2.1M |
|
16k |
128.55 |
Meta Platforms Cl A
(META)
|
0.3 |
$2.1M |
|
15k |
135.67 |
Crown Castle Intl
(CCI)
|
0.3 |
$2.0M |
|
14k |
144.58 |
Omega Healthcare Investors
(OHI)
|
0.3 |
$1.9M |
|
66k |
29.49 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.3 |
$1.9M |
|
9.7k |
195.09 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.3 |
$1.9M |
|
24k |
80.17 |
Adobe Systems Incorporated
(ADBE)
|
0.3 |
$1.8M |
|
6.5k |
275.14 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.2 |
$1.6M |
|
18k |
92.84 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.2 |
$1.6M |
|
11k |
143.40 |
Johnson & Johnson
(JNJ)
|
0.2 |
$1.6M |
|
9.6k |
163.30 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.2 |
$1.5M |
|
44k |
34.89 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$1.5M |
|
16k |
96.17 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$1.5M |
|
5.5k |
267.01 |
Douglas Emmett
(DEI)
|
0.2 |
$1.5M |
|
81k |
17.92 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.2 |
$1.4M |
|
8.4k |
170.56 |
Ball Corporation
(BALL)
|
0.2 |
$1.4M |
|
30k |
48.30 |
Vanguard World Mega Cap Val Etf
(MGV)
|
0.2 |
$1.4M |
|
15k |
89.93 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$1.3M |
|
14k |
95.62 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$1.3M |
|
4.7k |
267.23 |
First Tr Value Line Divid In SHS
(FVD)
|
0.2 |
$1.3M |
|
35k |
35.80 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.2 |
$1.2M |
|
14k |
82.43 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$1.2M |
|
11k |
104.49 |
Compass Cl A
(COMP)
|
0.2 |
$1.2M |
|
498k |
2.32 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$1.1M |
|
6.1k |
188.02 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$1.1M |
|
20k |
56.01 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.1 |
$1.0M |
|
11k |
89.99 |
Spdr Ser Tr Ftse Int Gvt Etf
(WIP)
|
0.1 |
$1.0M |
|
25k |
40.03 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$992k |
|
9.5k |
104.90 |
Enovix Corp
(ENVX)
|
0.1 |
$988k |
|
54k |
18.34 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$955k |
|
16k |
60.52 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.1 |
$951k |
|
23k |
42.35 |
Home Depot
(HD)
|
0.1 |
$939k |
|
3.4k |
275.85 |
Twitter
|
0.1 |
$924k |
|
21k |
43.82 |
Becton, Dickinson and
(BDX)
|
0.1 |
$919k |
|
4.1k |
222.73 |
First Tr Exchange-traded Risng Divd Achiv
(RDVY)
|
0.1 |
$865k |
|
22k |
38.87 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.1 |
$765k |
|
13k |
58.31 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.1 |
$761k |
|
13k |
57.81 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$746k |
|
16k |
46.44 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$737k |
|
10k |
71.97 |
Pinnacle Financial Partners
(PNFP)
|
0.1 |
$730k |
|
9.0k |
81.11 |
Vanguard Intl Equity Index F Glb Ex Us Etf
(VNQI)
|
0.1 |
$712k |
|
19k |
38.16 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$690k |
|
5.5k |
124.91 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.1 |
$687k |
|
8.8k |
78.42 |
Walt Disney Company
(DIS)
|
0.1 |
$687k |
|
7.3k |
94.26 |
Castle Biosciences
(CSTL)
|
0.1 |
$678k |
|
26k |
26.08 |
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.1 |
$668k |
|
3.2k |
208.68 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$657k |
|
16k |
42.00 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$643k |
|
2.1k |
307.21 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$642k |
|
11k |
57.86 |
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.1 |
$641k |
|
13k |
48.96 |
AutoZone
(AZO)
|
0.1 |
$640k |
|
299.00 |
2140.47 |
Netflix
(NFLX)
|
0.1 |
$638k |
|
2.7k |
235.60 |
Ishares Tr Global Energ Etf
(IXC)
|
0.1 |
$627k |
|
19k |
33.34 |
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$593k |
|
20k |
30.37 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.1 |
$590k |
|
7.4k |
79.41 |
United Parcel Service CL B
(UPS)
|
0.1 |
$584k |
|
3.6k |
161.46 |
Abbvie
(ABBV)
|
0.1 |
$579k |
|
4.3k |
134.25 |
Discover Financial Services
(DFS)
|
0.1 |
$570k |
|
6.3k |
91.00 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$539k |
|
6.2k |
87.30 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.1 |
$535k |
|
10k |
52.08 |
Palo Alto Networks
(PANW)
|
0.1 |
$532k |
|
3.2k |
163.74 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.1 |
$526k |
|
13k |
39.84 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.1 |
$520k |
|
4.3k |
121.75 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$507k |
|
7.1k |
71.33 |
Ishares Tr Exponential Tech
(XT)
|
0.1 |
$506k |
|
11k |
44.55 |
Main Street Capital Corporation
(MAIN)
|
0.1 |
$505k |
|
15k |
33.63 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.1 |
$501k |
|
6.8k |
73.54 |
Pfizer
(PFE)
|
0.1 |
$488k |
|
11k |
43.75 |
Southwestern Energy Company
(SWN)
|
0.1 |
$478k |
|
78k |
6.12 |
Copart
(CPRT)
|
0.1 |
$466k |
|
4.4k |
106.44 |
Golub Capital BDC
(GBDC)
|
0.1 |
$435k |
|
35k |
12.40 |
Ishares Tr National Mun Etf
(MUB)
|
0.1 |
$434k |
|
4.2k |
102.50 |
Martin Marietta Materials
(MLM)
|
0.1 |
$433k |
|
1.3k |
322.17 |
Paypal Holdings
(PYPL)
|
0.1 |
$423k |
|
4.9k |
86.10 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$415k |
|
4.8k |
87.15 |
Liberty Media Corp Del Com C Siriusxm
|
0.1 |
$407k |
|
11k |
37.71 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.1 |
$405k |
|
5.1k |
80.02 |
McDonald's Corporation
(MCD)
|
0.1 |
$404k |
|
1.8k |
230.86 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$397k |
|
987.00 |
402.23 |
Callaway Golf Company
(MODG)
|
0.1 |
$386k |
|
20k |
19.25 |
International Business Machines
(IBM)
|
0.1 |
$385k |
|
3.2k |
118.90 |
Proshares Tr Ultrapro Qqq
(TQQQ)
|
0.1 |
$367k |
|
19k |
19.32 |
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
0.1 |
$363k |
|
6.7k |
54.15 |
Target Corporation
(TGT)
|
0.0 |
$345k |
|
2.3k |
148.32 |
Ishares Em Mkt Sm-cp Etf
(EEMS)
|
0.0 |
$345k |
|
7.6k |
45.34 |
Vicor Corporation
(VICR)
|
0.0 |
$338k |
|
5.7k |
59.20 |
Merck & Co
(MRK)
|
0.0 |
$335k |
|
3.9k |
86.16 |
Scientific Games
(LNW)
|
0.0 |
$331k |
|
7.7k |
42.89 |
Abbott Laboratories
(ABT)
|
0.0 |
$327k |
|
3.4k |
96.66 |
Verizon Communications
(VZ)
|
0.0 |
$327k |
|
8.6k |
37.95 |
Vanguard Admiral Fds Smllcp 600 Idx
(VIOO)
|
0.0 |
$325k |
|
2.0k |
161.29 |
Shell Spon Ads
(SHEL)
|
0.0 |
$323k |
|
6.5k |
49.73 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.0 |
$320k |
|
5.5k |
58.57 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.0 |
$319k |
|
12k |
27.68 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.0 |
$317k |
|
4.2k |
75.67 |
Vertiv Holdings Com Cl A
(VRT)
|
0.0 |
$315k |
|
32k |
9.72 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.0 |
$314k |
|
5.6k |
55.85 |
ON Semiconductor
(ON)
|
0.0 |
$313k |
|
5.0k |
62.43 |
Dynavax Technologies Corp Com New
(DVAX)
|
0.0 |
$303k |
|
29k |
10.45 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.0 |
$279k |
|
5.0k |
56.18 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.0 |
$275k |
|
9.8k |
28.08 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.0 |
$272k |
|
3.7k |
73.43 |
Cisco Systems
(CSCO)
|
0.0 |
$271k |
|
6.8k |
39.95 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.0 |
$265k |
|
4.0k |
66.17 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$263k |
|
1.7k |
154.71 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
0.0 |
$262k |
|
1.9k |
139.07 |
Visa Com Cl A
(V)
|
0.0 |
$261k |
|
1.5k |
177.43 |
Cheniere Energy Com New
(LNG)
|
0.0 |
$261k |
|
1.6k |
165.61 |
salesforce
(CRM)
|
0.0 |
$250k |
|
1.7k |
144.01 |
Pepsi
(PEP)
|
0.0 |
$248k |
|
1.5k |
163.16 |
Ishares Tr Ishares Biotech
(IBB)
|
0.0 |
$246k |
|
2.1k |
117.03 |
Ishares Tr Core Div Grwth
(DGRO)
|
0.0 |
$246k |
|
5.5k |
44.46 |
Zoominfo Technologies Common Stock
(ZI)
|
0.0 |
$244k |
|
5.9k |
41.67 |
Liberty Media Corp Del Com Ser C Frmla
|
0.0 |
$243k |
|
4.2k |
58.41 |
Vmware Cl A Com
|
0.0 |
$236k |
|
2.2k |
106.26 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
0.0 |
$236k |
|
8.5k |
27.78 |
Rivian Automotive Com Cl A
(RIVN)
|
0.0 |
$232k |
|
7.0k |
32.92 |
Mp Materials Corp Com Cl A
(MP)
|
0.0 |
$230k |
|
8.4k |
27.31 |
Xcel Energy
(XEL)
|
0.0 |
$230k |
|
3.6k |
64.03 |
At&t
(T)
|
0.0 |
$225k |
|
15k |
15.31 |
Procter & Gamble Company
(PG)
|
0.0 |
$222k |
|
1.8k |
125.99 |
Pinterest Cl A
(PINS)
|
0.0 |
$222k |
|
9.5k |
23.30 |
Inspired Entmt
(INSE)
|
0.0 |
$221k |
|
25k |
8.84 |
Spdr Ser Tr Ssga Gnder Etf
(SHE)
|
0.0 |
$218k |
|
3.0k |
72.67 |
Chevron Corporation
(CVX)
|
0.0 |
$218k |
|
1.5k |
143.89 |
Colgate-Palmolive Company
(CL)
|
0.0 |
$217k |
|
3.1k |
70.32 |
Activision Blizzard
|
0.0 |
$216k |
|
2.9k |
74.20 |
Dollar Tree
(DLTR)
|
0.0 |
$215k |
|
1.6k |
136.33 |
Plug Power Com New
(PLUG)
|
0.0 |
$215k |
|
10k |
21.03 |
Nutrien
(NTR)
|
0.0 |
$204k |
|
2.4k |
83.47 |
SYSCO Corporation
(SYY)
|
0.0 |
$203k |
|
2.9k |
70.76 |
Clarivate Ord Shs
(CLVT)
|
0.0 |
$163k |
|
17k |
9.36 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$152k |
|
14k |
11.03 |
Cleveland-cliffs
(CLF)
|
0.0 |
$149k |
|
11k |
13.48 |
Pearson Sponsored Adr
(PSO)
|
0.0 |
$130k |
|
14k |
9.54 |
Collplant Biotechnologies Lt Shs New
(CLGN)
|
0.0 |
$107k |
|
16k |
6.83 |
Eaton Vance Muni Income Trus Sh Ben Int
(EVN)
|
0.0 |
$107k |
|
11k |
9.77 |
JetBlue Airways Corporation
(JBLU)
|
0.0 |
$101k |
|
15k |
6.62 |
Janus International Group In Common Stock
(JBI)
|
0.0 |
$94k |
|
11k |
8.96 |
Sirius Xm Holdings
(SIRI)
|
0.0 |
$85k |
|
15k |
5.70 |
Athira Pharma
(ATHA)
|
0.0 |
$61k |
|
21k |
2.97 |
Nexgel
(NXGL)
|
0.0 |
$54k |
|
36k |
1.51 |
Diana Shipping
(DSX)
|
0.0 |
$46k |
|
13k |
3.62 |
Smartrent Com Cl A
(SMRT)
|
0.0 |
$33k |
|
15k |
2.26 |
Neoleukin Therapeutics
|
0.0 |
$30k |
|
47k |
0.64 |
Vtv Therapeutics Cl A
|
0.0 |
$29k |
|
30k |
0.97 |
Oceanpal Common Stock
|
0.0 |
$13k |
|
44k |
0.30 |
Acorda Therapeutics Com New
|
0.0 |
$4.0k |
|
14k |
0.28 |
Whole Earth Brands *w Exp 06/25/202
(FREEW)
|
0.0 |
$4.0k |
|
22k |
0.18 |