Bronfman E.l. Rothschild

Latest statistics and disclosures from Wealthspire Advisors's latest quarterly 13F-HR filing:

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Positions held by Bronfman E.l. Rothschild consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 482 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.1 $326M +136% 1.1M 307.65
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Ishares Tr Core S&p500 Etf (IVV) 11.1 $300M +126% 894k 336.06
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.8 $184M +200% 4.5M 40.90
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Ishares Tr Us Treas Bd Etf (GOVT) 4.7 $127M +10488% 4.5M 27.95
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Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $118M +1028% 692k 170.31
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $108M +224% 3.5M 31.40
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $89M +161% 1.6M 55.30
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Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $73M +127% 395k 185.31
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Vanguard Index Fds Mid Cap Etf (VO) 2.5 $69M +10% 388k 176.26
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Ishares Tr Core S&p Scp Etf (IJR) 2.4 $64M +117% 915k 70.23
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $52M +291% 1.2M 43.24
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $47M +1623% 895k 52.17
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.6 $42M +69% 324k 129.72
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $42M -6% 518k 80.63
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $35M +51% 229k 153.80
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Ishares Tr Core Us Aggbd Et (AGG) 1.3 $35M +7895% 292k 118.06
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Apple (AAPL) 1.2 $32M +199% 276k 115.81
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $29M +8% 514k 56.08
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 1.1 $29M +3449% 861k 33.35
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First Tr Exchange-traded No Amer Energy (EMLP) 1.0 $28M +35% 1.5M 19.04
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Microsoft Corporation (MSFT) 1.0 $27M -6% 129k 210.33
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $23M -2% 459k 50.45
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Vanguard Index Fds Large Cap Etf (VV) 0.8 $23M +545% 145k 156.44
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Amazon (AMZN) 0.7 $20M +2% 6.2k 3149.01
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $18M -78% 77k 225.99
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $17M -5% 116k 149.79
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Cme (CME) 0.6 $15M +3331% 92k 167.31
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $14M +93% 178k 78.96
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $14M +63% 64k 216.89
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Ishares Core Msci Emkt (IEMG) 0.5 $14M +779% 260k 52.80
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Ishares Tr Core Msci Total (IXUS) 0.5 $13M +86% 219k 58.34
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $13M +451% 141k 88.22
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Vanguard Index Fds Growth Etf (VUG) 0.4 $11M +125% 50k 227.60
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Ishares Tr Glb Infrastr Etf (IGF) 0.4 $11M 295k 38.58
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Ishares Tr National Mun Etf (MUB) 0.4 $11M +871% 98k 115.93
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $11M +229% 49k 231.09
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $11M +12% 178k 61.63
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Facebook Cl A (META) 0.4 $11M +52% 42k 261.91
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $10M NEW 75k 133.59
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $9.7M +1318% 190k 51.02
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Verizon Communications (VZ) 0.4 $9.5M -4% 159k 59.49
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $9.0M +102% 77k 118.12
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Mastercard Incorporated Cl A (MA) 0.3 $8.9M +20% 27k 338.18
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $8.9M -6% 130k 68.32
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $8.9M +33% 163k 54.44
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $8.8M NEW 178k 49.57
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $8.1M -15% 41k 195.71
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Ishares Tr Msci Acwi Etf (ACWI) 0.3 $7.8M NEW 97k 79.92
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Tesla Motors (TSLA) 0.3 $7.7M +409% 18k 429.02
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Alphabet Cap Stk Cl C (GOOG) 0.3 $7.5M +35% 5.1k 1469.63
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.2M -11% 34k 212.94
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.1M 4.9k 1465.57
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $7.1M -4% 265k 26.76
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Spdr Ser Tr Spdr Bloomberg (BIL) 0.3 $7.1M NEW 78k 91.52
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Visa Com Cl A (V) 0.2 $6.7M +6% 34k 199.98
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UnitedHealth (UNH) 0.2 $6.1M +3% 20k 311.77
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Advanced Disposal Services I 0.2 $6.0M 200k 30.23
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $6.0M +4% 46k 128.67
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Procter & Gamble Company (PG) 0.2 $5.9M +3% 43k 139.00
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Vanguard Index Fds Value Etf (VTV) 0.2 $5.8M +52% 56k 104.52
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Abbott Laboratories (ABT) 0.2 $5.8M +80% 53k 108.83
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Johnson & Johnson (JNJ) 0.2 $5.5M -20% 37k 148.89
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Coca-Cola Company (KO) 0.2 $5.4M 109k 49.37
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Eaton Vance New York Municipal Bond Fund (ENX) 0.2 $5.3M NEW 448k 11.80
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $5.3M +501% 57k 92.40
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Pfizer (PFE) 0.2 $5.3M 144k 36.70
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $5.2M NEW 74k 70.48
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $5.2M -14% 81k 63.66
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Adobe Systems Incorporated (ADBE) 0.2 $5.0M +45% 10k 490.42
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Ishares Tr Select Divid Etf (DVY) 0.2 $4.9M NEW 60k 81.55
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Pepsi (PEP) 0.2 $4.8M -4% 35k 138.60
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.7M +38% 25k 187.16
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Purple Innovatio (PRPL) 0.2 $4.7M NEW 188k 24.86
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JPMorgan Chase & Co. (JPM) 0.2 $4.5M +6% 47k 96.28
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Deutsche Bank A G Namen Akt (DB) 0.2 $4.4M NEW 522k 8.40
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Abbvie (ABBV) 0.2 $4.4M +133% 50k 87.58
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $4.2M +158% 31k 134.71
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Spdr Gold Tr Gold Shs (GLD) 0.2 $4.2M +29% 23k 177.11
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Home Depot (HD) 0.1 $4.0M -2% 14k 277.70
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $3.9M NEW 63k 62.09
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $3.9M +1628% 45k 86.51
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Paypal Holdings (PYPL) 0.1 $3.9M +76% 20k 197.05
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salesforce (CRM) 0.1 $3.8M +131% 15k 251.35
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Tiffany & Co. 0.1 $3.7M NEW 32k 115.85
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Merck & Co (MRK) 0.1 $3.6M 43k 82.94
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Disney Walt Com Disney (DIS) 0.1 $3.4M -18% 27k 124.07
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Zoetis Cl A (ZTS) 0.1 $3.2M +212% 20k 165.36
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Nike CL B (NKE) 0.1 $3.2M -17% 26k 125.53
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Select Sector Spdr Tr Energy (XLE) 0.1 $3.2M +1434% 108k 29.95
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Starbucks Corporation (SBUX) 0.1 $3.2M -31% 37k 85.92
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $3.1M 9.3k 338.82
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Wal-Mart Stores (WMT) 0.1 $3.1M +23% 22k 139.92
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Intel Corporation (INTC) 0.1 $3.1M -3% 59k 51.77
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $3.0M +94% 50k 60.28
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NVIDIA Corporation (NVDA) 0.1 $2.9M +8% 5.4k 541.28
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $2.9M +26% 10k 293.95
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.9M +283% 39k 75.48
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Bluelinx Hldgs Com New (BXC) 0.1 $2.8M NEW 132k 21.53
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First Tr Energy Infrastrctr (FIF) 0.1 $2.8M +38% 316k 8.95
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Ishares Tr Nasdaq Biotech (IBB) 0.1 $2.7M +77% 20k 135.40
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Netflix (NFLX) 0.1 $2.6M +18% 5.3k 499.91
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Nextera Energy (NEE) 0.1 $2.6M -14% 9.5k 277.56
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Spdr Ser Tr Nuveen Brc Munic (TFI) 0.1 $2.6M +301% 49k 51.92
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Costco Wholesale Corporation (COST) 0.1 $2.5M +12% 7.1k 354.93
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $2.5M +6% 48k 51.55
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Mccormick & Co Com Vtg (MKC.V) 0.1 $2.4M -52% 13k 195.36
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Philip Morris International (PM) 0.1 $2.4M +140% 33k 74.99
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.4M +54% 21k 112.45
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Cisco Systems (CSCO) 0.1 $2.4M -2% 61k 39.39
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McDonald's Corporation (MCD) 0.1 $2.3M +2% 11k 219.51
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Servicenow (NOW) 0.1 $2.3M +243% 4.8k 485.02
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.3M NEW 8.4k 277.45
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3M Company (MMM) 0.1 $2.3M -17% 15k 160.19
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Comcast Corp Cl A (CMCSA) 0.1 $2.3M -27% 50k 46.26
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Reaves Util Income Com Sh Ben Int (UTG) 0.1 $2.3M NEW 73k 31.30
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Fiserv (FI) 0.1 $2.2M -44% 22k 103.05
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Autodesk (ADSK) 0.1 $2.2M +318% 9.7k 231.06
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At&t (T) 0.1 $2.2M -30% 78k 28.51
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J P Morgan Exchange-traded F Betbuld Europe 0.1 $2.2M NEW 97k 22.88
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Royalty Pharma Shs Cl A (RPRX) 0.1 $2.2M NEW 53k 42.07
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Altria (MO) 0.1 $2.2M +156% 57k 38.63
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International Business Machines (IBM) 0.1 $2.2M -27% 18k 121.66
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Lowe's Companies (LOW) 0.1 $2.2M -59% 13k 165.85
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Becton, Dickinson and (BDX) 0.1 $2.1M -23% 9.2k 232.66
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Dollar General (DG) 0.1 $2.1M +202% 10k 209.59
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Houlihan Lokey Cl A (HLI) 0.1 $2.1M NEW 36k 59.06
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Target Corporation (TGT) 0.1 $2.1M -5% 13k 157.40
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Atlantic Union B (AUB) 0.1 $2.1M -23% 97k 21.37
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Qualcomm (QCOM) 0.1 $2.0M +2% 17k 117.68
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Danaher Corporation (DHR) 0.1 $2.0M -54% 9.1k 215.36
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.0M +49% 7.0k 277.82
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Albertsons Cos Common Stock (ACI) 0.1 $1.9M NEW 138k 13.85
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Bank of America Corporation (BAC) 0.1 $1.9M -2% 79k 24.09
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Ishares Tr Core High Dv Etf (HDV) 0.1 $1.8M +209% 23k 80.49
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Eagle Ban (EGBN) 0.1 $1.8M -17% 68k 26.78
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.8M -11% 17k 108.13
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Oracle Corporation (ORCL) 0.1 $1.8M -5% 30k 59.70
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Exxon Mobil Corporation (XOM) 0.1 $1.8M -23% 52k 34.33
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Blackstone Group Com Cl A (BX) 0.1 $1.7M +22% 33k 52.21
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Union Pacific Corporation (UNP) 0.1 $1.7M -24% 8.8k 196.82
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United Bankshares (UBSI) 0.1 $1.7M 81k 21.47
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Bristol Myers Squibb (BMY) 0.1 $1.7M +19% 28k 60.28
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IDEXX Laboratories (IDXX) 0.1 $1.7M +2% 4.3k 393.17
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Regeneron Pharmaceuticals (REGN) 0.1 $1.7M +244% 3.0k 559.64
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Norfolk Southern (NSC) 0.1 $1.6M +32% 7.6k 214.03
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.6M -8% 13k 127.95
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Broadcom (AVGO) 0.1 $1.6M +34% 4.4k 364.19
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Amgen (AMGN) 0.1 $1.6M -40% 6.3k 254.23
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Penske Automotive (PAG) 0.1 $1.6M 33k 47.67
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Ishares Tr Global Reit Etf (REET) 0.1 $1.6M -10% 74k 21.03
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Kimberly-Clark Corporation (KMB) 0.1 $1.5M -10% 10k 147.63
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Illinois Tool Works (ITW) 0.1 $1.5M 7.9k 193.15
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Chevron Corporation (CVX) 0.1 $1.5M 21k 71.98
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Intuitive Surgical Com New (ISRG) 0.1 $1.4M +154% 2.0k 709.60
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Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $1.4M +74% 24k 58.20
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Thermo Fisher Scientific (TMO) 0.1 $1.4M 3.2k 441.57
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Choice Hotels International (CHH) 0.1 $1.4M 16k 85.96
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Honeywell International (HON) 0.0 $1.4M -2% 8.2k 164.55
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Linde SHS 0.0 $1.3M +5% 5.6k 238.13
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Wec Energy Group (WEC) 0.0 $1.3M -12% 14k 96.88
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Chipotle Mexican Grill (CMG) 0.0 $1.3M -74% 1.0k 1243.53
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Ishares Tr Core Total Usd (IUSB) 0.0 $1.3M 24k 54.38
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BlackRock (BLK) 0.0 $1.3M -19% 2.3k 563.73
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Eli Lilly & Co. (LLY) 0.0 $1.3M +9% 8.6k 148.05
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Atrion Corporation (ATRI) 0.0 $1.3M -9% 2.0k 626.23
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Boeing Company (BA) 0.0 $1.3M +16% 7.7k 165.30
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Mondelez Intl Cl A (MDLZ) 0.0 $1.3M +60% 22k 57.47
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.2M +76% 15k 83.04
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Ally Financial (ALLY) 0.0 $1.2M NEW 49k 25.08
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Fidelity National Information Services (FIS) 0.0 $1.2M -5% 8.2k 147.16
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Northrop Grumman Corporation (NOC) 0.0 $1.2M -13% 3.8k 315.50
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Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.0 $1.2M NEW 7.2k 162.03
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Align Technology (ALGN) 0.0 $1.2M +190% 3.6k 327.18
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Eaton Vance Municipal Bond Fund (EIM) 0.0 $1.2M +120% 88k 13.17
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Fastenal Company (FAST) 0.0 $1.1M +8% 26k 45.09
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Vicor Corporation (VICR) 0.0 $1.1M 15k 77.73
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Digital Realty Trust (DLR) 0.0 $1.1M 7.8k 146.76
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Automatic Data Processing (ADP) 0.0 $1.1M +15% 8.2k 139.51
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Illumina (ILMN) 0.0 $1.1M +175% 3.7k 308.98
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United Parcel Service CL B (UPS) 0.0 $1.1M -19% 6.8k 166.57
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American Tower Reit (AMT) 0.0 $1.1M -51% 4.5k 241.80
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Moody's Corporation (MCO) 0.0 $1.1M 3.6k 289.90
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FedEx Corporation (FDX) 0.0 $1.0M -9% 4.2k 251.50
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Truist Financial Corp equities (TFC) 0.0 $1.0M 28k 38.04
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.0M -25% 3.4k 311.51
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Texas Instruments Incorporated (TXN) 0.0 $1.0M -55% 7.2k 142.76
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Medtronic SHS (MDT) 0.0 $1.0M +6% 9.8k 103.90
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Gartner (IT) 0.0 $1.0M +336% 8.0k 124.92
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Catalyst Pharmaceutical Partners (CPRX) 0.0 $1.0M NEW 338k 2.97
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Raytheon Technologies Corp (RTX) 0.0 $975k -40% 17k 57.55
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Eaton Corp SHS (ETN) 0.0 $974k +6% 9.5k 102.08
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J P Morgan Exchange-traded F Betbuld Japan 0.0 $970k NEW 39k 24.68
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Msci (MSCI) 0.0 $969k +128% 2.7k 356.77
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Charter Communications Inc N Cl A (CHTR) 0.0 $968k +70% 1.6k 624.11
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W.W. Grainger (GWW) 0.0 $964k +5% 2.7k 356.77
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Duke Energy Corp Com New (DUK) 0.0 $957k +20% 11k 88.60
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Mettler-Toledo International (MTD) 0.0 $939k NEW 972.00 966.05
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CVS Caremark Corporation (CVS) 0.0 $912k 16k 58.42
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Intuit (INTU) 0.0 $900k -10% 2.8k 326.09
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Henry Schein (HSIC) 0.0 $890k -2% 15k 58.80
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $869k +22% 7.9k 110.62
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Aon Shs Cl A (AON) 0.0 $869k +205% 4.2k 206.27
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Ecolab (ECL) 0.0 $853k -28% 4.3k 199.72
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Caterpillar (CAT) 0.0 $848k 5.7k 149.09
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Dominion Resources (D) 0.0 $844k +32% 11k 78.97
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Baxter International (BAX) 0.0 $828k +2% 10k 80.43
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Swedish Expt Cr Corp Rog Ttl Etn 22 0.0 $807k -12% 187k 4.32
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Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $803k NEW 33k 24.06
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Lockheed Martin Corporation (LMT) 0.0 $792k -10% 2.1k 383.54
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Deere & Company (DE) 0.0 $787k +3% 3.6k 221.63
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American Express Company (AXP) 0.0 $781k +13% 7.8k 100.24
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Sherwin-Williams Company (SHW) 0.0 $770k -49% 1.1k 696.83
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Rockwell Automation (ROK) 0.0 $768k +4% 3.5k 220.63
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J P Morgan Exchange-traded F Betabuldrs Cda 0.0 $744k NEW 31k 23.84
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S&p Global (SPGI) 0.0 $743k +43% 2.1k 360.50
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Vanguard World Fds Health Car Etf (VHT) 0.0 $727k +26% 3.6k 203.98
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Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.0 $710k +119% 33k 21.32
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TJX Companies (TJX) 0.0 $709k -18% 13k 55.62
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $706k -33% 3.7k 188.37
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Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $704k NEW 5.8k 121.78
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $696k -67% 8.6k 80.88
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $683k NEW 6.7k 101.99
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Sap Se Spon Adr (SAP) 0.0 $681k -23% 4.4k 155.84
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American Electric Power Company (AEP) 0.0 $669k -13% 8.2k 81.72
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MercadoLibre (MELI) 0.0 $666k -35% 615.00 1082.93
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Anthem (ELV) 0.0 $655k +22% 2.4k 268.66
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SYSCO Corporation (SYY) 0.0 $650k 10k 62.22
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $647k NEW 4.2k 154.78
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Intercontinental Exchange (ICE) 0.0 $646k -3% 6.5k 99.97
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AFLAC Incorporated (AFL) 0.0 $644k +4% 18k 36.36
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Booking Holdings (BKNG) 0.0 $638k +18% 373.00 1710.46
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Crown Castle Intl (CCI) 0.0 $619k -10% 3.7k 166.58
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Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.0 $608k 12k 49.86
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Genuine Parts Company (GPC) 0.0 $602k +44% 6.3k 95.18
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Consolidated Edison (ED) 0.0 $599k +19% 7.7k 77.85
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Stryker Corporation (SYK) 0.0 $599k -93% 2.9k 208.28
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PNC Financial Services (PNC) 0.0 $593k +8% 5.4k 109.90
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Activision Blizzard 0.0 $593k +32% 7.3k 80.96
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Advanced Micro Devices (AMD) 0.0 $589k +16% 7.2k 81.98
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Paychex (PAYX) 0.0 $580k +106% 7.3k 79.75
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Progressive Corporation (PGR) 0.0 $577k -30% 6.1k 94.64
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Alliant Energy Corporation (LNT) 0.0 $572k -9% 11k 51.61
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $563k +122% 15k 38.64
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General Mills (GIS) 0.0 $560k -42% 9.1k 61.70
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Oshkosh Corporation (OSK) 0.0 $559k 7.6k 73.48
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Lauder Estee Cos Cl A (EL) 0.0 $558k 2.6k 218.22
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Provention Bio 0.0 $554k -25% 43k 12.82
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General Electric Company 0.0 $553k 89k 6.23
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Morgan Stanley Com New (MS) 0.0 $551k -22% 11k 48.36
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Gilead Sciences (GILD) 0.0 $551k -12% 8.7k 63.17
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Southern Company (SO) 0.0 $547k +5% 10k 54.27
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $547k NEW 2.2k 252.42
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $546k +88% 2.0k 271.91
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Citigroup Com New (C) 0.0 $542k -32% 13k 43.13
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Wells Fargo & Company (WFC) 0.0 $541k +5% 23k 23.51
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H&E Equipment Services (HEES) 0.0 $541k 28k 19.68
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Hilton Worldwide Holdings (HLT) 0.0 $535k -75% 6.3k 85.37
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Prologis (PLD) 0.0 $527k +34% 5.2k 100.61
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American Water Works (AWK) 0.0 $526k NEW 3.6k 144.86
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Public Service Enterprise (PEG) 0.0 $526k +87% 9.6k 54.89
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Us Bancorp Del Com New (USB) 0.0 $523k -23% 15k 35.88
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Enterprise Products Partners (EPD) 0.0 $522k +7% 33k 15.78
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Skyworks Solutions (SWKS) 0.0 $519k NEW 3.6k 145.58
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Goldman Sachs (GS) 0.0 $518k -51% 2.6k 200.85
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Emerson Electric (EMR) 0.0 $517k +32% 7.9k 65.59
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Air Products & Chemicals (APD) 0.0 $510k +25% 1.7k 298.07
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Global Payments (GPN) 0.0 $510k -9% 2.9k 177.70
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Cigna Corp (CI) 0.0 $509k +16% 3.0k 169.38
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $506k +63% 8.8k 57.38
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Cintas Corporation (CTAS) 0.0 $498k -4% 1.5k 332.89
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MGE Energy (MGEE) 0.0 $495k -6% 7.9k 62.61
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Eversource Energy (ES) 0.0 $494k +13% 5.9k 83.59
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Edwards Lifesciences (EW) 0.0 $490k -16% 6.1k 79.75
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $488k 2.3k 214.69
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $484k +9% 4.8k 101.42
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Colgate-Palmolive Company (CL) 0.0 $483k -4% 6.3k 77.18
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Ishares Tr Europe Etf (IEV) 0.0 $480k +93% 12k 41.83
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Boston Scientific Corporation (BSX) 0.0 $479k +40% 13k 38.22
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Dow (DOW) 0.0 $478k +25% 10k 47.00
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $474k -14% 3.5k 135.00
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Newmont Mining Corporation (NEM) 0.0 $474k +29% 7.5k 63.47
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Exelon Corporation (EXC) 0.0 $474k +3% 13k 35.74
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Barclays Bank Ipth Sr B S&p 0.0 $473k +90% 19k 24.89
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Novartis Sponsored Adr (NVS) 0.0 $470k -52% 5.4k 86.92
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Equinix (EQIX) 0.0 $470k -25% 618.00 760.52
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O'reilly Automotive (ORLY) 0.0 $470k -70% 1.0k 461.24
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Jbg Smith Properties (JBGS) 0.0 $458k NEW 17k 26.75
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Hershey Company (HSY) 0.0 $456k -8% 3.2k 143.35
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Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $454k NEW 24k 18.76
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Cummins (CMI) 0.0 $454k +8% 2.1k 211.26
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $453k -41% 4.6k 99.36
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $449k NEW 4.9k 92.10
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EXACT Sciences Corporation (EXAS) 0.0 $449k -2% 4.4k 101.93
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Gold Trust Ishares 0.0 $448k +14% 25k 17.98
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Phillips 66 (PSX) 0.0 $447k 8.6k 51.89
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Cerner Corporation 0.0 $446k -27% 6.2k 72.26
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Micron Technology (MU) 0.0 $445k +7% 9.5k 46.99
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Pctel 0.0 $442k 78k 5.66
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $429k -26% 3.5k 122.54
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eBay (EBAY) 0.0 $427k +49% 8.2k 52.16
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Invesco Exchange Traded Fd T Dynmc Software (IGPT) 0.0 $421k +29% 3.4k 123.71
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Kinder Morgan (KMI) 0.0 $416k -14% 34k 12.33
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Amphenol Corp Cl A (APH) 0.0 $416k -62% 3.8k 108.39
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Lam Research Corporation (LRCX) 0.0 $409k +10% 1.2k 331.98
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Biogen Idec (BIIB) 0.0 $408k -30% 1.4k 283.33
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Motorola Solutions Com New (MSI) 0.0 $406k -54% 2.6k 156.76
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $401k NEW 1.7k 239.12
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Marsh & McLennan Companies (MMC) 0.0 $396k -20% 3.5k 114.55
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Redwood Trust (RWT) 0.0 $391k 52k 7.52
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Te Connectivity Reg Shs (TEL) 0.0 $391k -5% 4.0k 97.80
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Citizens Financial (CFG) 0.0 $388k +26% 15k 25.26
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Applied Materials (AMAT) 0.0 $387k +8% 6.5k 59.52
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CSX Corporation (CSX) 0.0 $384k +15% 4.9k 77.73
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Draftkings Com Cl A 0.0 $374k NEW 6.4k 58.80
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Humana (HUM) 0.0 $373k +47% 901.00 413.98
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General Dynamics Corporation (GD) 0.0 $366k -62% 2.6k 138.37
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Scripps E W Co Ohio Cl A New (SSP) 0.0 $361k -16% 32k 11.45
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $361k NEW 2.6k 137.26
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Parker-Hannifin Corporation (PH) 0.0 $361k +10% 1.8k 202.13
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Novo-nordisk A S Adr (NVO) 0.0 $359k -55% 5.2k 69.48
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Paccar (PCAR) 0.0 $358k NEW 4.2k 85.36
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $358k NEW 4.4k 81.14
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T. Rowe Price (TROW) 0.0 $350k +28% 2.7k 128.06
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Herbalife Nutrition Com Shs (HLF) 0.0 $350k NEW 7.5k 46.60
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Prudential Financial (PRU) 0.0 $349k +12% 5.5k 63.49
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Varian Medical Systems 0.0 $349k +6% 2.0k 172.01
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Electrocore 0.0 $346k 200k 1.73
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Proshares Tr Ult R/est New (URE) 0.0 $346k 6.3k 54.67
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Church & Dwight (CHD) 0.0 $333k -17% 3.5k 93.83
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Raymond James Financial (RJF) 0.0 $328k NEW 4.5k 72.68
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Diageo Spon Adr New (DEO) 0.0 $320k -40% 2.3k 137.46
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $319k NEW 4.4k 72.01
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Five9 (FIVN) 0.0 $318k NEW 2.5k 129.58
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ConocoPhillips (COP) 0.0 $317k 9.6k 32.86
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $314k NEW 6.0k 52.48
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Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $310k 1.5k 206.67
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CoStar (CSGP) 0.0 $309k +28% 365.00 846.58
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Waste Management (WM) 0.0 $307k -80% 2.7k 113.03
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Dupont De Nemours (DD) 0.0 $306k -21% 5.5k 55.57
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Brookfield Asset Mgmt Cl A Ltd Vt Sh 0.0 $305k +10% 9.2k 33.05
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Roper Industries (ROP) 0.0 $301k -83% 762.00 395.01
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Welltower Inc Com reit (WELL) 0.0 $299k NEW 5.4k 55.07
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Kansas City Southern Com New 0.0 $299k NEW 1.7k 180.99
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Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $299k NEW 2.9k 104.25
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Arch Cap Group Ord (ACGL) 0.0 $298k -28% 10k 29.26
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Mccormick & Co Com Non Vtg (MKC) 0.0 $297k -33% 1.5k 194.24
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CarMax (KMX) 0.0 $296k -49% 3.2k 91.98
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Kraft Heinz (KHC) 0.0 $288k NEW 9.6k 29.98
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Corning Incorporated (GLW) 0.0 $288k -21% 8.9k 32.37
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Analog Devices (ADI) 0.0 $287k -50% 2.5k 116.86
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Take-Two Interactive Software (TTWO) 0.0 $286k NEW 1.7k 165.13
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $286k NEW 7.9k 36.38
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Beyond Meat (BYND) 0.0 $280k NEW 1.7k 165.88
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Schlumberger (SLB) 0.0 $280k +48% 18k 15.56
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Xcel Energy (XEL) 0.0 $279k NEW 4.0k 69.13
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Monster Beverage Corp (MNST) 0.0 $278k NEW 3.5k 80.18
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Guardant Health (GH) 0.0 $276k -5% 2.5k 111.61
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Astrazeneca Sponsored Adr (AZN) 0.0 $274k -66% 5.0k 54.76
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $273k -67% 6.2k 44.02
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $272k 1.3k 208.59
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Palo Alto Networks (PANW) 0.0 $272k +24% 1.1k 245.04
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Brown Forman Corp CL B (BF.B) 0.0 $272k -59% 3.6k 75.37
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Expeditors International of Washington (EXPD) 0.0 $271k +7% 3.0k 90.54
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Northern Trust Corporation (NTRS) 0.0 $269k 3.4k 78.08
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Ford Motor Company (F) 0.0 $267k +10% 40k 6.67
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Globe Life (GL) 0.0 $266k +15% 3.3k 80.02
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Key (KEY) 0.0 $265k NEW 22k 11.92
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $264k NEW 3.5k 76.21
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Ansys (ANSS) 0.0 $263k -7% 804.00 327.11
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Marriott Intl Cl A (MAR) 0.0 $262k NEW 2.8k 92.71
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Old Republic International Corporation (ORI) 0.0 $261k NEW 18k 14.74
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L3harris Technologies (LHX) 0.0 $261k NEW 1.5k 170.03
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $261k NEW 2.3k 115.23
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $261k -73% 707.00 369.17
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Electronic Arts (EA) 0.0 $261k -13% 2.0k 130.37
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First American Financial (FAF) 0.0 $258k +3% 5.1k 50.83
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Williams Companies (WMB) 0.0 $258k NEW 13k 19.69
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $257k NEW 5.8k 44.33
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $256k -31% 47k 5.42
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Etf Ser Solutions Defiance Next (FIVG) 0.0 $256k NEW 9.0k 28.50
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Viacomcbs CL B (PARA) 0.0 $255k NEW 9.1k 28.02
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $255k -47% 7.1k 35.67
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Omni (OMC) 0.0 $254k -15% 5.1k 49.56
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $254k +11% 1.1k 226.79
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Unilever Spon Adr New (UL) 0.0 $253k -17% 4.1k 61.78
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $252k NEW 4.8k 52.97
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $250k NEW 3.9k 64.80
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Simon Property (SPG) 0.0 $249k NEW 3.9k 64.57
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Ishares Tr Tips Bd Etf (TIP) 0.0 $249k NEW 2.0k 126.33
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $249k -20% 3.1k 80.98
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Tractor Supply Company (TSCO) 0.0 $249k -6% 1.7k 143.19
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Yum! Brands (YUM) 0.0 $248k -18% 2.7k 91.34
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Kla Corp Com New (KLAC) 0.0 $248k NEW 1.3k 193.45
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Clorox Company (CLX) 0.0 $246k -50% 1.2k 209.90
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $246k -15% 4.2k 59.05
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $245k -6% 1.4k 180.15
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Sanofi Sponsored Adr (SNY) 0.0 $245k NEW 4.9k 50.11
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VSE Corporation (VSEC) 0.0 $245k -65% 8.0k 30.62
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Pool Corporation (POOL) 0.0 $243k -6% 725.00 335.17
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $240k NEW 6.8k 35.22
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Icon SHS (ICLR) 0.0 $239k NEW 1.3k 190.74
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Carrier Global Corporation (CARR) 0.0 $239k -20% 7.8k 30.58
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Smucker J M Com New (SJM) 0.0 $237k 2.1k 115.55
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Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $237k NEW 3.1k 76.30
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Archer Daniels Midland Company (ADM) 0.0 $237k NEW 5.1k 46.55
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Verisk Analytics (VRSK) 0.0 $236k -83% 1.3k 185.10
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $236k -29% 6.0k 39.56
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Agilent Technologies Inc C ommon (A) 0.0 $235k -61% 2.3k 101.12
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Bank of New York Mellon Corporation (BK) 0.0 $233k NEW 6.8k 34.35
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Sempra Energy (SRE) 0.0 $232k NEW 2.0k 118.25
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America Movil Sab De Cv Spon Adr L Shs 0.0 $232k 19k 12.46
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Textron (TXT) 0.0 $232k NEW 6.4k 36.02
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Public Storage (PSA) 0.0 $231k -17% 1.0k 222.76
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Nicolet Bankshares (NIC) 0.0 $230k -9% 4.2k 54.70
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $228k 1.4k 158.55
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Fortune Brands (FBIN) 0.0 $227k NEW 2.6k 86.61
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The Trade Desk Com Cl A (TTD) 0.0 $227k NEW 438.00 518.26
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MetLife (MET) 0.0 $227k +3% 6.1k 37.10
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McKesson Corporation (MCK) 0.0 $226k NEW 1.5k 148.98
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Trane Technologies SHS (TT) 0.0 $225k -37% 1.9k 121.49
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Old Dominion Freight Line (ODFL) 0.0 $224k NEW 1.2k 180.94
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Walgreen Boots Alliance (WBA) 0.0 $224k -25% 6.2k 35.91
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Palantir Technologies Cl A (PLTR) 0.0 $224k NEW 24k 9.49
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Sony Corp Sponsored Adr (SONY) 0.0 $223k NEW 2.9k 76.71
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Delta Air Lines Inc Del Com New (DAL) 0.0 $222k NEW 7.3k 30.60
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $220k NEW 4.2k 52.31
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Metropcs Communications (TMUS) 0.0 $217k NEW 1.9k 114.45
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $217k NEW 4.7k 46.03
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $216k -6% 2.0k 108.33
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Dover Corporation (DOV) 0.0 $215k -4% 2.0k 108.26
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Sba Communications Corp Cl A (SBAC) 0.0 $214k -38% 672.00 318.45
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $213k -67% 2.5k 83.79
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Synopsys (SNPS) 0.0 $213k NEW 994.00 214.29
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $212k NEW 1.2k 176.52
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $212k -82% 955.00 221.99
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Masco Corporation (MAS) 0.0 $212k NEW 3.9k 55.04
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J P Morgan Exchange-traded F Betabuldr Deve 0.0 $211k NEW 9.4k 22.55
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Constellation Brands Cl A (STZ) 0.0 $211k NEW 1.1k 189.58
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Copart (CPRT) 0.0 $211k -80% 2.0k 105.29
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Pimco Income Strategy Fund II (PFN) 0.0 $210k NEW 23k 9.07
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Sun Life Financial (SLF) 0.0 $209k NEW 5.1k 40.76
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Flowers Foods (FLO) 0.0 $209k NEW 8.6k 24.39
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $208k -55% 1.2k 172.61
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Citrix Systems 0.0 $208k -41% 1.5k 137.93
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Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $208k NEW 3.1k 68.20
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $208k -7% 2.6k 79.72
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Eaton Vance Cali Muni Bnd Fnd (EVM) 0.0 $207k NEW 18k 11.35
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Wabtec Corporation (WAB) 0.0 $207k NEW 3.3k 61.99
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Hca Holdings (HCA) 0.0 $207k NEW 1.7k 124.40
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Capital One Financial (COF) 0.0 $206k NEW 2.9k 71.95
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Royal Caribbean Cruises (RCL) 0.0 $205k NEW 3.2k 64.59
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Snap-on Incorporated (SNA) 0.0 $202k NEW 1.4k 147.34
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Microchip Technology (MCHP) 0.0 $201k NEW 2.0k 102.55
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Owl Rock Capital Corporation (OBDC) 0.0 $181k +48% 15k 12.04
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Halliburton Company (HAL) 0.0 $148k NEW 12k 12.05
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Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $143k NEW 20k 7.21
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Devon Energy Corporation (DVN) 0.0 $139k +15% 15k 9.44
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Regions Financial Corporation (RF) 0.0 $138k NEW 12k 11.52
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Extended Stay Amer Unit 99/99/9999b 0.0 $129k NEW 11k 11.99
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Occidental Petroleum Corporation (OXY) 0.0 $125k NEW 13k 9.99
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Icici Bank Adr (IBN) 0.0 $124k -71% 13k 9.84
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CenturyLink 0.0 $122k NEW 12k 10.05
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Ubs Ag Jersey Branch Alerian Infrst 0.0 $117k 13k 9.38
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First Virginia Community Bank (FVCB) 0.0 $109k NEW 11k 9.99
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Fiesta Restaurant 0.0 $101k 11k 9.36
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Huntington Bancshares Incorporated (HBAN) 0.0 $100k NEW 11k 9.14
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Astronics Corporation (ATRO) 0.0 $96k -42% 12k 7.72
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $74k NEW 16k 4.78
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Garrison Capital 0.0 $63k NEW 17k 3.82
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Wipro Spon Adr 1 Sh (WIT) 0.0 $55k NEW 12k 4.70
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Beyond Air (XAIR) 0.0 $52k 10k 5.20
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $48k NEW 14k 3.40
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Conduent Incorporate (CNDT) 0.0 $47k +9% 15k 3.19
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $44k NEW 17k 2.55
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Banco Santander Adr (SAN) 0.0 $38k NEW 21k 1.83
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Mereo Biopharma Group Ads (MREO) 0.0 $37k 14k 2.59
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Galectin Therapeutics Com New (GALT) 0.0 $37k NEW 14k 2.67
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Gaslog SHS 0.0 $33k 12k 2.69
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Comstock Hldg Cos Cl A New (CHCI) 0.0 $29k -42% 12k 2.42
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Amplify Energy Corp (AMPY) 0.0 $18k NEW 21k 0.87
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Tellurian (TELL) 0.0 $17k 21k 0.81
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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 0.0 $0 +435% 421k 0.00
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Past Filings by Wealthspire Advisors

SEC 13F filings are viewable for Wealthspire Advisors going back to 2015

View all past filings