Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
7.0 |
$9.6M |
|
27k |
357.19 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
6.5 |
$9.0M |
|
186k |
48.26 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
4.5 |
$6.2M |
|
148k |
41.99 |
Apple
(AAPL)
|
3.0 |
$4.1M |
|
30k |
138.21 |
Microsoft Corporation
(MSFT)
|
2.8 |
$3.8M |
|
17k |
232.88 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
2.7 |
$3.7M |
|
77k |
48.11 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
2.5 |
$3.5M |
|
82k |
42.36 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.8 |
$2.5M |
|
7.0k |
358.59 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
1.6 |
$2.2M |
|
98k |
22.76 |
Select Sector Spdr Tr Technology
(XLK)
|
1.6 |
$2.2M |
|
19k |
118.77 |
Home Depot
(HD)
|
1.6 |
$2.2M |
|
7.9k |
275.92 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.5 |
$2.1M |
|
12k |
179.47 |
Ishares Tr Core Total Usd
(IUSB)
|
1.5 |
$2.0M |
|
46k |
44.50 |
Amazon
(AMZN)
|
1.4 |
$1.9M |
|
17k |
112.98 |
Wal-Mart Stores
(WMT)
|
1.4 |
$1.9M |
|
15k |
129.67 |
Duke Energy Corp Com New
(DUK)
|
1.3 |
$1.8M |
|
20k |
93.00 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.2 |
$1.7M |
|
18k |
95.64 |
Honeywell International
(HON)
|
1.0 |
$1.4M |
|
8.4k |
167.02 |
Goldman Sachs Etf Tr Acces Treasury
(GBIL)
|
1.0 |
$1.4M |
|
14k |
99.86 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.0 |
$1.4M |
|
14k |
96.13 |
Procter & Gamble Company
(PG)
|
1.0 |
$1.4M |
|
11k |
126.26 |
McDonald's Corporation
(MCD)
|
1.0 |
$1.3M |
|
5.7k |
230.82 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.9 |
$1.3M |
|
22k |
57.78 |
Johnson & Johnson
(JNJ)
|
0.9 |
$1.3M |
|
7.7k |
163.42 |
NVIDIA Corporation
(NVDA)
|
0.9 |
$1.2M |
|
10k |
121.44 |
Nextera Energy
(NEE)
|
0.9 |
$1.2M |
|
16k |
78.41 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.8 |
$1.2M |
|
41k |
28.14 |
Coca-Cola Company
(KO)
|
0.8 |
$1.1M |
|
20k |
56.04 |
Select Sector Spdr Tr Financial
(XLF)
|
0.8 |
$1.1M |
|
36k |
30.36 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.8 |
$1.1M |
|
14k |
79.37 |
Abbvie
(ABBV)
|
0.8 |
$1.0M |
|
7.7k |
134.19 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.7 |
$1.0M |
|
12k |
82.84 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.7 |
$999k |
|
22k |
45.77 |
Walt Disney Company
(DIS)
|
0.7 |
$996k |
|
11k |
94.34 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.7 |
$985k |
|
7.3k |
135.14 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.7 |
$951k |
|
19k |
49.13 |
Pepsi
(PEP)
|
0.7 |
$949k |
|
5.8k |
163.20 |
Advanced Micro Devices
(AMD)
|
0.7 |
$939k |
|
15k |
63.35 |
Abbott Laboratories
(ABT)
|
0.7 |
$926k |
|
9.6k |
96.74 |
Spdr Ser Tr Portfolio Sh Tsr
(SPTS)
|
0.6 |
$894k |
|
31k |
28.92 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.6 |
$878k |
|
18k |
49.26 |
Exxon Mobil Corporation
(XOM)
|
0.6 |
$860k |
|
9.8k |
87.34 |
Tri-Continental Corporation
(TY)
|
0.6 |
$850k |
|
33k |
25.57 |
Applied Materials
(AMAT)
|
0.6 |
$820k |
|
10k |
81.96 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
0.6 |
$812k |
|
10k |
78.91 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$787k |
|
7.5k |
104.47 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.6 |
$782k |
|
20k |
38.53 |
Chevron Corporation
(CVX)
|
0.6 |
$774k |
|
5.4k |
143.60 |
UnitedHealth
(UNH)
|
0.5 |
$726k |
|
1.4k |
505.57 |
Southern Company
(SO)
|
0.5 |
$707k |
|
10k |
67.97 |
Chipotle Mexican Grill
(CMG)
|
0.5 |
$687k |
|
457.00 |
1503.28 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.5 |
$643k |
|
8.9k |
72.56 |
Pfizer
(PFE)
|
0.5 |
$631k |
|
14k |
43.78 |
Albemarle Corporation
(ALB)
|
0.5 |
$631k |
|
2.4k |
264.35 |
Merck & Co
(MRK)
|
0.4 |
$613k |
|
7.1k |
86.07 |
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$599k |
|
5.8k |
102.66 |
ConocoPhillips
(COP)
|
0.4 |
$585k |
|
5.7k |
102.29 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.4 |
$581k |
|
6.1k |
96.03 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.4 |
$580k |
|
8.1k |
71.38 |
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
0.4 |
$574k |
|
19k |
30.28 |
Waste Management
(WM)
|
0.4 |
$564k |
|
3.5k |
160.32 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.4 |
$551k |
|
5.2k |
104.97 |
Norfolk Southern
(NSC)
|
0.4 |
$551k |
|
2.6k |
209.75 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.4 |
$540k |
|
8.2k |
66.08 |
Truist Financial Corp equities
(TFC)
|
0.4 |
$539k |
|
12k |
43.54 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.4 |
$538k |
|
5.6k |
96.42 |
Costco Wholesale Corporation
(COST)
|
0.4 |
$534k |
|
1.1k |
472.98 |
United Parcel Service CL B
(UPS)
|
0.4 |
$529k |
|
3.3k |
161.48 |
Paypal Holdings
(PYPL)
|
0.4 |
$516k |
|
6.0k |
86.03 |
Blackrock Mun Target Term Tr Com Shs Ben In
(BTT)
|
0.4 |
$505k |
|
25k |
20.52 |
Verizon Communications
(VZ)
|
0.4 |
$505k |
|
13k |
37.94 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$498k |
|
22k |
22.40 |
Bristol Myers Squibb
(BMY)
|
0.4 |
$494k |
|
7.0k |
71.07 |
Campbell Soup Company
(CPB)
|
0.3 |
$479k |
|
10k |
47.15 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.3 |
$468k |
|
12k |
39.97 |
Union Pacific Corporation
(UNP)
|
0.3 |
$457k |
|
2.3k |
194.80 |
PPG Industries
(PPG)
|
0.3 |
$456k |
|
4.1k |
110.57 |
Ishares Tr Mbs Etf
(MBB)
|
0.3 |
$456k |
|
5.0k |
91.55 |
Public Storage
(PSA)
|
0.3 |
$449k |
|
1.5k |
292.70 |
Select Sector Spdr Tr Energy
(XLE)
|
0.3 |
$448k |
|
6.2k |
72.05 |
Paychex
(PAYX)
|
0.3 |
$442k |
|
3.9k |
112.13 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$433k |
|
4.5k |
95.27 |
Intel Corporation
(INTC)
|
0.3 |
$427k |
|
17k |
25.76 |
CSX Corporation
(CSX)
|
0.3 |
$420k |
|
16k |
26.65 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$414k |
|
8.0k |
51.75 |
Raytheon Technologies Corp
(RTX)
|
0.3 |
$408k |
|
5.0k |
81.91 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.3 |
$406k |
|
6.2k |
65.59 |
Bank of America Corporation
(BAC)
|
0.3 |
$396k |
|
13k |
30.16 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.3 |
$391k |
|
8.6k |
45.34 |
Altria
(MO)
|
0.3 |
$387k |
|
9.6k |
40.42 |
Phillips 66
(PSX)
|
0.3 |
$379k |
|
4.7k |
80.81 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.3 |
$373k |
|
4.1k |
91.29 |
Danaher Corporation
(DHR)
|
0.3 |
$371k |
|
1.4k |
258.36 |
Shell Spon Ads
(SHEL)
|
0.3 |
$369k |
|
7.4k |
49.82 |
Eli Lilly & Co.
(LLY)
|
0.3 |
$364k |
|
1.1k |
323.27 |
stock
|
0.3 |
$364k |
|
4.8k |
75.27 |
3M Company
(MMM)
|
0.3 |
$362k |
|
3.3k |
110.64 |
General Mills
(GIS)
|
0.3 |
$361k |
|
4.7k |
76.68 |
Cisco Systems
(CSCO)
|
0.3 |
$358k |
|
9.0k |
39.96 |
Amgen
(AMGN)
|
0.3 |
$356k |
|
1.6k |
225.60 |
Tesla Motors
(TSLA)
|
0.3 |
$353k |
|
1.3k |
265.01 |
Meta Platforms Cl A
(META)
|
0.3 |
$347k |
|
2.6k |
135.60 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$344k |
|
2.1k |
164.75 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.2 |
$344k |
|
3.4k |
102.44 |
Republic Services
(RSG)
|
0.2 |
$341k |
|
2.5k |
136.02 |
Southwest Airlines
(LUV)
|
0.2 |
$339k |
|
11k |
30.82 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.2 |
$338k |
|
3.1k |
108.89 |
Starbucks Corporation
(SBUX)
|
0.2 |
$337k |
|
4.0k |
84.14 |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni
(PZA)
|
0.2 |
$330k |
|
15k |
22.09 |
Nuveen Insured Tax-Free Adv Munici
(NEA)
|
0.2 |
$329k |
|
31k |
10.61 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.2 |
$320k |
|
4.8k |
66.47 |
Micron Technology
(MU)
|
0.2 |
$318k |
|
6.4k |
50.03 |
Arthur J. Gallagher & Co.
(AJG)
|
0.2 |
$313k |
|
1.8k |
171.41 |
Marathon Petroleum Corp
(MPC)
|
0.2 |
$313k |
|
3.2k |
99.30 |
Equity Residential Sh Ben Int
(EQR)
|
0.2 |
$312k |
|
4.6k |
67.15 |
Spdr Ser Tr S&p Oilgas Exp
(XOP)
|
0.2 |
$311k |
|
2.5k |
124.60 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.2 |
$310k |
|
6.1k |
50.74 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.2 |
$309k |
|
7.0k |
44.14 |
Wec Energy Group
(WEC)
|
0.2 |
$307k |
|
3.4k |
89.53 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.2 |
$304k |
|
3.8k |
79.87 |
Dollar General
(DG)
|
0.2 |
$304k |
|
1.3k |
239.56 |
Intuit
(INTU)
|
0.2 |
$303k |
|
782.00 |
387.47 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$302k |
|
6.3k |
48.07 |
Boeing Company
(BA)
|
0.2 |
$300k |
|
2.5k |
120.97 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.2 |
$299k |
|
1.0k |
287.78 |
Newmont Mining Corporation
(NEM)
|
0.2 |
$297k |
|
7.1k |
42.03 |
EOG Resources
(EOG)
|
0.2 |
$292k |
|
2.6k |
111.71 |
At&t
(T)
|
0.2 |
$290k |
|
19k |
15.35 |
Philip Morris International
(PM)
|
0.2 |
$290k |
|
3.5k |
82.93 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$284k |
|
2.5k |
114.24 |
Ishares U S Etf Tr Gsci Cmdty Stgy
(COMT)
|
0.2 |
$283k |
|
7.9k |
35.68 |
Wells Fargo & Company
(WFC)
|
0.2 |
$283k |
|
7.0k |
40.22 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.2 |
$282k |
|
3.2k |
87.20 |
Citigroup Com New
(C)
|
0.2 |
$280k |
|
6.7k |
41.70 |
M&T Bank Corporation
(MTB)
|
0.2 |
$279k |
|
1.6k |
176.25 |
Dominion Resources
(D)
|
0.2 |
$278k |
|
4.0k |
69.07 |
Target Corporation
(TGT)
|
0.2 |
$277k |
|
1.9k |
148.29 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
0.2 |
$275k |
|
6.1k |
45.05 |
Parker-Hannifin Corporation
(PH)
|
0.2 |
$269k |
|
1.1k |
242.34 |
Exelon Corporation
(EXC)
|
0.2 |
$264k |
|
7.0k |
37.51 |
Eaton Vance Risk Managed Diversified
(ETJ)
|
0.2 |
$263k |
|
32k |
8.28 |
Air Products & Chemicals
(APD)
|
0.2 |
$262k |
|
1.1k |
232.89 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$261k |
|
919.00 |
284.00 |
Medtronic SHS
(MDT)
|
0.2 |
$256k |
|
3.2k |
80.66 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$255k |
|
2.1k |
121.03 |
Enbridge
(ENB)
|
0.2 |
$252k |
|
6.8k |
37.06 |
Automatic Data Processing
(ADP)
|
0.2 |
$252k |
|
1.1k |
226.42 |
AutoZone
(AZO)
|
0.2 |
$251k |
|
117.00 |
2145.30 |
Bhp Group Sponsored Ads
(BHP)
|
0.2 |
$249k |
|
5.0k |
50.05 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$245k |
|
916.00 |
267.47 |
Constellation Brands Cl A
(STZ)
|
0.2 |
$237k |
|
1.0k |
229.87 |
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$236k |
|
856.00 |
275.70 |
BP Sponsored Adr
(BP)
|
0.2 |
$232k |
|
8.1k |
28.51 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$230k |
|
4.1k |
56.11 |
Realty Income
(O)
|
0.2 |
$219k |
|
3.8k |
58.14 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.2 |
$217k |
|
1.4k |
154.67 |
Twitter
|
0.2 |
$216k |
|
4.9k |
43.88 |
Canadian Pacific Railway
|
0.2 |
$211k |
|
3.2k |
66.71 |
ConAgra Foods
(CAG)
|
0.2 |
$210k |
|
6.4k |
32.60 |
Cognex Corporation
(CGNX)
|
0.2 |
$207k |
|
5.0k |
41.40 |
Constellation Energy
(CEG)
|
0.1 |
$206k |
|
2.5k |
83.30 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.1 |
$204k |
|
7.4k |
27.64 |
Nexpoint Residential Tr
(NXRT)
|
0.1 |
$203k |
|
4.4k |
46.19 |
Toronto Dominion Bk Ont Com New
(TD)
|
0.1 |
$203k |
|
3.3k |
61.29 |
Ford Motor Company
(F)
|
0.1 |
$202k |
|
18k |
11.21 |
Blackrock Tax Municpal Bd Tr SHS
(BBN)
|
0.1 |
$200k |
|
12k |
16.46 |
Blackrock Enhanced Intl Div Com Bene Inter
(BGY)
|
0.1 |
$147k |
|
33k |
4.46 |
Putnam Mun Opportunities Tr Sh Ben Int
(PMO)
|
0.1 |
$141k |
|
14k |
9.77 |
Blackrock Muniyield Quality Fund
(MQY)
|
0.1 |
$138k |
|
13k |
11.04 |
Invesco Quality Municipal Inc Trust
(IQI)
|
0.1 |
$127k |
|
14k |
9.13 |
Snap Cl A
(SNAP)
|
0.1 |
$115k |
|
12k |
9.85 |
Sirius Xm Holdings
(SIRI)
|
0.1 |
$109k |
|
19k |
5.70 |
Abrdn Total Dynamic Dividend Com Sh Ben Int
(AOD)
|
0.1 |
$101k |
|
14k |
7.13 |
Neuberger Berman Mlp Income
(NML)
|
0.1 |
$78k |
|
13k |
6.14 |
B2gold Corp
(BTG)
|
0.0 |
$52k |
|
16k |
3.24 |
Two Hbrs Invt Corp Com New
|
0.0 |
$40k |
|
12k |
3.36 |
Drive Shack
(DSHK)
|
0.0 |
$39k |
|
64k |
0.61 |
Imperial Pete Common Shares
|
0.0 |
$10k |
|
30k |
0.33 |