Milestone Investment Advisors

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

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Positions held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Milestone Investment Advisors

Milestone Investment Advisors holds 443 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 6.9 $24M +3% 482k 50.04
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.6 $23M 457k 50.60
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Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $23M +9% 107k 212.41
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.2 $22M 299k 72.72
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Schwab Strategic Tr Us Dividend Eq (SCHD) 5.3 $19M -17% 263k 70.76
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 4.6 $16M +2% 355k 45.84
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Wisdomtree Tr Floatng Rat Trea (USFR) 4.3 $15M -13% 298k 50.32
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Vanguard Index Fds Growth Etf (VUG) 3.7 $13M 48k 272.31
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.2 $11M 165k 67.68
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.1 $11M -2% 217k 49.85
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Ishares Tr Rus Tp200 Gr Etf (IWY) 2.7 $9.4M +6% 61k 153.83
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.7 $9.4M +199% 117k 80.54
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Vanguard Whitehall Fds High Div Yld (VYM) 2.6 $9.3M -17% 90k 103.32
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.5 $8.8M -2% 372k 23.77
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $7.5M 100k 75.15
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $6.2M 116k 53.52
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Ishares Tr Core S&p500 Etf (IVV) 1.7 $5.9M +49% 14k 429.43
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Select Sector Spdr Tr Technology (XLK) 1.6 $5.8M -3% 35k 163.93
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Invesco Actively Managed Etf Var Rate Invt (VRIG) 1.6 $5.7M 228k 24.94
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Ishares Tr Msci Intl Qualty (IQLT) 1.6 $5.5M +9% 164k 33.61
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $4.3M +10% 30k 141.69
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Ishares Tr Msci Usa Min Vol (USMV) 1.2 $4.3M -2% 59k 72.38
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $4.2M -7% 88k 47.89
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.2 $4.0M +33% 44k 91.24
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Microsoft Corporation (MSFT) 1.1 $3.9M NEW 12k 315.75
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Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 1.1 $3.7M +5% 159k 23.31
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $3.5M 102k 33.96
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Pimco Etf Tr Enhancd Short (EMNT) 1.0 $3.5M +9% 35k 98.12
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $3.0M -2% 51k 58.79
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Apple (AAPL) 0.9 $3.0M NEW 18k 171.21
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.7 $2.5M -4% 73k 34.73
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.7 $2.4M +99% 55k 44.67
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Vanguard Index Fds Value Etf (VTV) 0.7 $2.4M +8% 17k 137.93
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.7 $2.4M 6.2k 382.15
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.6 $2.2M 153k 14.62
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Virtus Etf Tr Ii Virtus Us Qlty (JOET) 0.6 $2.1M -2% 75k 27.89
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.1M -6% 22k 94.33
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.6 $2.0M +96% 36k 55.97
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.5 $1.8M +14% 34k 55.09
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.5 $1.6M -7% 18k 89.97
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Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.4 $1.3M -7% 22k 60.87
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.2M 29k 41.42
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.3 $1.0M 7.6k 133.53
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.0M +3% 12k 86.30
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.3 $979k 22k 45.36
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Automatic Data Processing (ADP) 0.3 $919k NEW 3.8k 240.58
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $849k +75% 19k 43.72
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Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $844k 36k 23.19
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $772k -7% 12k 64.46
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Vanguard World Esg Us Stk Etf (ESGV) 0.2 $757k +3% 10k 75.22
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Chevron Corporation (CVX) 0.2 $753k NEW 4.5k 168.61
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $696k 15k 47.94
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Costco Wholesale Corporation (COST) 0.2 $651k NEW 1.2k 564.96
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $645k NEW 2.1k 307.11
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Exxon Mobil Corporation (XOM) 0.2 $639k NEW 5.4k 117.58
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Alphabet Cap Stk Cl C (GOOG) 0.2 $612k NEW 4.6k 131.85
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $582k NEW 1.7k 350.30
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Merck & Co (MRK) 0.2 $566k NEW 5.5k 102.96
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Pepsi (PEP) 0.2 $566k NEW 3.3k 169.44
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $546k +15% 17k 31.67
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Johnson & Johnson (JNJ) 0.2 $535k NEW 3.4k 155.73
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $527k 2.5k 208.24
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McDonald's Corporation (MCD) 0.1 $492k NEW 1.9k 263.44
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JPMorgan Chase & Co. (JPM) 0.1 $480k NEW 3.3k 145.02
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $448k 2.3k 194.80
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Becton, Dickinson and (BDX) 0.1 $440k NEW 1.7k 258.53
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $434k -23% 3.0k 143.32
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Visa Com Cl A (V) 0.1 $431k NEW 1.9k 230.01
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $428k 6.2k 69.13
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UnitedHealth (UNH) 0.1 $409k NEW 811.00 504.19
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Wec Energy Group (WEC) 0.1 $405k NEW 5.0k 80.55
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Select Sector Spdr Tr Financial (XLF) 0.1 $376k 11k 33.17
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Us Bancorp Del Com New (USB) 0.1 $374k NEW 11k 33.06
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Illinois Tool Works (ITW) 0.1 $352k NEW 1.5k 230.31
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Stryker Corporation (SYK) 0.1 $345k NEW 1.3k 273.27
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Nmi Hldgs Cl A (NMIH) 0.1 $340k NEW 13k 27.09
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $339k 1.8k 189.07
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $322k NEW 2.5k 130.86
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TJX Companies (TJX) 0.1 $319k NEW 3.6k 88.88
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $306k 13k 23.94
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Walt Disney Company (DIS) 0.1 $305k NEW 3.8k 81.05
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Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.1 $293k +2% 2.2k 134.94
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Amazon (AMZN) 0.1 $287k NEW 2.3k 127.12
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Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $286k 5.5k 51.84
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Rockwell Automation (ROK) 0.1 $285k NEW 996.00 285.87
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $281k -10% 3.4k 81.41
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Ishares Tr Eafe Value Etf (EFV) 0.1 $280k 5.7k 48.93
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Procter & Gamble Company (PG) 0.1 $268k NEW 1.8k 145.86
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $267k -5% 3.6k 75.16
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Kellogg Company (K) 0.1 $251k NEW 4.2k 59.51
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Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $247k +11% 8.5k 29.08
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Wells Fargo & Company (WFC) 0.1 $247k NEW 6.0k 40.86
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Global X Fds Artificial Etf (AIQ) 0.1 $240k +1418% 8.9k 26.91
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Intuit (INTU) 0.1 $238k NEW 465.00 510.94
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MGE Energy (MGEE) 0.1 $225k NEW 3.3k 68.51
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W.W. Grainger (GWW) 0.1 $225k NEW 325.00 691.84
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $225k 2.4k 93.91
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At&t (T) 0.1 $224k NEW 15k 15.02
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Nike CL B (NKE) 0.1 $219k NEW 2.3k 95.62
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $216k 1.4k 159.49
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Waters Corporation (WAT) 0.1 $213k NEW 775.00 274.21
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Amgen (AMGN) 0.1 $210k NEW 780.00 268.76
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $204k -15% 1.6k 128.74
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Lowe's Companies (LOW) 0.1 $199k NEW 957.00 207.84
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Flexshares Tr Stox Us Esg Slct (ESG) 0.1 $198k 1.9k 105.38
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American Tower Reit (AMT) 0.1 $196k NEW 1.2k 164.45
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Adobe Systems Incorporated (ADBE) 0.1 $193k NEW 379.00 509.90
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $188k +400% 5.9k 31.82
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Cisco Systems (CSCO) 0.1 $187k NEW 3.5k 53.76
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Medtronic SHS (MDT) 0.1 $183k NEW 2.3k 78.36
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Donaldson Company (DCI) 0.0 $174k NEW 2.9k 59.64
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Marsh & McLennan Companies (MMC) 0.0 $169k NEW 889.00 190.30
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Thermo Fisher Scientific (TMO) 0.0 $169k NEW 334.00 506.17
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Schwab Strategic Tr Internl Divid (SCHY) 0.0 $169k -45% 7.3k 23.00
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Aptar (ATR) 0.0 $167k NEW 1.3k 125.04
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United Parcel Service CL B (UPS) 0.0 $161k NEW 1.0k 155.87
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Sherwin-Williams Company (SHW) 0.0 $160k NEW 628.00 255.05
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $159k 741.00 214.18
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Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $157k -26% 3.6k 43.19
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Comcast Corp Cl A (CMCSA) 0.0 $156k NEW 3.5k 44.34
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Otter Tail Corporation (OTTR) 0.0 $152k NEW 2.0k 75.92
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Danaher Corporation (DHR) 0.0 $151k NEW 608.00 248.10
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Alliant Energy Corporation (LNT) 0.0 $149k NEW 3.1k 48.45
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Arch Cap Group Ord (ACGL) 0.0 $148k NEW 1.9k 79.71
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Lam Research Corporation (LRCX) 0.0 $139k NEW 221.00 626.77
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Abbvie (ABBV) 0.0 $138k NEW 927.00 149.06
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Ishares Tr Esg Eafe Etf (DMXF) 0.0 $135k 2.4k 57.09
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Tesla Motors (TSLA) 0.0 $132k NEW 528.00 250.22
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $132k NEW 2.0k 65.95
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $129k +22% 1.4k 91.35
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $126k 3.6k 34.82
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Charter Communications Inc N Cl A (CHTR) 0.0 $125k NEW 285.00 439.82
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Colgate-Palmolive Company (CL) 0.0 $125k NEW 1.8k 71.11
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $121k 3.7k 32.90
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Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.0 $121k -62% 3.6k 33.93
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Home Depot (HD) 0.0 $120k NEW 396.00 302.16
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Union Pacific Corporation (UNP) 0.0 $116k NEW 570.00 203.63
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General Mills (GIS) 0.0 $115k NEW 1.8k 63.99
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Verizon Communications (VZ) 0.0 $114k NEW 3.5k 32.41
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Abbott Laboratories (ABT) 0.0 $112k NEW 1.2k 96.85
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Ishares Tr Ishares Biotech (IBB) 0.0 $110k NEW 902.00 122.29
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Bank Of Montreal Cadcom (BMO) 0.0 $108k NEW 1.3k 84.37
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Paccar (PCAR) 0.0 $108k NEW 1.3k 85.02
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Meta Platforms Cl A (META) 0.0 $108k NEW 358.00 300.21
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Broadridge Financial Solutions (BR) 0.0 $102k NEW 568.00 179.05
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Cincinnati Financial Corporation (CINF) 0.0 $100k NEW 975.00 102.29
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Intuitive Surgical Com New (ISRG) 0.0 $100k NEW 341.00 292.29
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Fiserv (FI) 0.0 $99k NEW 872.00 112.96
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Alcon Ord Shs (ALC) 0.0 $95k NEW 1.2k 77.06
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Agilent Technologies Inc C ommon (A) 0.0 $95k NEW 847.00 111.82
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Analog Devices (ADI) 0.0 $93k NEW 531.00 175.09
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Honeywell International (HON) 0.0 $92k NEW 500.00 184.74
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Fastenal Company (FAST) 0.0 $90k NEW 1.7k 54.64
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American Express Company (AXP) 0.0 $90k NEW 600.00 149.19
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T. Rowe Price (TROW) 0.0 $87k NEW 825.00 104.87
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Parker-Hannifin Corporation (PH) 0.0 $85k NEW 217.00 389.52
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Cooper Cos Com New (COO) 0.0 $81k NEW 255.00 318.01
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Copart (CPRT) 0.0 $81k NEW 1.9k 43.09
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Edwards Lifesciences (EW) 0.0 $79k NEW 1.1k 69.28
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Cabot Corporation (CBT) 0.0 $79k NEW 1.1k 69.27
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Newmont Mining Corporation (NEM) 0.0 $74k NEW 2.0k 36.95
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $74k 1.1k 68.42
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CSX Corporation (CSX) 0.0 $73k NEW 2.4k 30.75
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Linde SHS (LIN) 0.0 $73k NEW 196.00 372.35
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Ishares Tr Esg Scrnd S&p Sm (XJR) 0.0 $72k 2.2k 33.06
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Dollar Tree (DLTR) 0.0 $71k NEW 667.00 106.45
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Ross Stores (ROST) 0.0 $71k NEW 625.00 112.95
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $71k 300.00 234.91
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CMS Energy Corporation (CMS) 0.0 $68k NEW 1.3k 53.11
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Astrazeneca Sponsored Adr (AZN) 0.0 $68k NEW 1.0k 67.72
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $68k 669.00 100.88
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Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $67k 1.9k 34.66
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Novartis Sponsored Adr (NVS) 0.0 $65k NEW 642.00 101.86
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $65k 152.00 427.48
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PPG Industries (PPG) 0.0 $65k NEW 500.00 129.80
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Mastercard Incorporated Cl A (MA) 0.0 $64k NEW 162.00 395.91
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Oracle Corporation (ORCL) 0.0 $64k NEW 600.00 105.92
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Mettler-Toledo International (MTD) 0.0 $63k NEW 57.00 1108.07
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $63k 1.1k 59.97
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Progressive Corporation (PGR) 0.0 $63k NEW 450.00 139.30
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McKesson Corporation (MCK) 0.0 $61k NEW 140.00 434.85
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Repligen Corporation (RGEN) 0.0 $61k NEW 382.00 159.01
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3M Company (MMM) 0.0 $60k NEW 646.00 93.57
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CVS Caremark Corporation (CVS) 0.0 $60k NEW 854.00 69.82
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Kinsale Cap Group (KNSL) 0.0 $58k NEW 139.00 414.14
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $58k -17% 1.1k 50.44
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EXACT Sciences Corporation (EXAS) 0.0 $57k NEW 842.00 68.22
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Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $57k NEW 619.00 91.32
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Mondelez Intl Cl A (MDLZ) 0.0 $56k NEW 809.00 69.40
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $55k 790.00 69.78
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Regeneron Pharmaceuticals (REGN) 0.0 $54k NEW 66.00 822.97
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Northern Trust Corporation (NTRS) 0.0 $54k NEW 780.00 69.48
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Cdw (CDW) 0.0 $54k NEW 267.00 201.76
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AFLAC Incorporated (AFL) 0.0 $52k NEW 680.00 76.75
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Moody's Corporation (MCO) 0.0 $52k NEW 163.00 316.17
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Anthem (ELV) 0.0 $51k NEW 118.00 435.42
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $50k NEW 1.6k 31.27
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Texas Instruments Incorporated (TXN) 0.0 $50k NEW 315.00 159.01
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Baxter International (BAX) 0.0 $50k NEW 1.3k 37.74
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Charles Schwab Corporation (SCHW) 0.0 $49k NEW 888.00 54.90
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Norfolk Southern (NSC) 0.0 $48k NEW 242.00 196.93
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Mccormick & Co Com Non Vtg (MKC) 0.0 $47k NEW 621.00 75.64
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Ferguson SHS (FERG) 0.0 $47k NEW 284.00 164.47
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BlackRock (BLK) 0.0 $47k NEW 72.00 646.50
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ConocoPhillips (COP) 0.0 $47k NEW 388.00 119.80
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FactSet Research Systems (FDS) 0.0 $46k NEW 105.00 437.27
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Starbucks Corporation (SBUX) 0.0 $46k NEW 500.00 91.27
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Sealed Air (SEE) 0.0 $46k NEW 1.4k 32.86
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Arthur J. Gallagher & Co. (AJG) 0.0 $45k NEW 197.00 227.93
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $44k 608.00 72.28
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Caterpillar (CAT) 0.0 $44k NEW 160.00 273.00
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $43k +399% 1.3k 32.98
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Casey's General Stores (CASY) 0.0 $43k NEW 159.00 271.52
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Dollar General (DG) 0.0 $43k NEW 405.00 105.80
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Wal-Mart Stores (WMT) 0.0 $41k NEW 258.00 159.93
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SYSCO Corporation (SYY) 0.0 $40k NEW 600.00 66.05
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $39k 175.00 224.53
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Edap Tms S A Sponsored Adr (EDAP) 0.0 $39k NEW 5.6k 7.02
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $39k NEW 601.00 64.35
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Oxford Industries (OXM) 0.0 $39k NEW 400.00 96.13
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Raytheon Technologies Corp (RTX) 0.0 $37k NEW 516.00 71.97
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Deere & Company (DE) 0.0 $37k NEW 98.00 377.39
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PNC Financial Services (PNC) 0.0 $37k NEW 300.00 122.77
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Avery Dennison Corporation (AVY) 0.0 $36k NEW 198.00 182.67
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $36k 554.00 65.22
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Microchip Technology (MCHP) 0.0 $36k NEW 460.00 78.05
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DTE Energy Company (DTE) 0.0 $36k NEW 361.00 99.28
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Skyworks Solutions (SWKS) 0.0 $34k NEW 349.00 98.59
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Relx Sponsored Adr (RELX) 0.0 $34k NEW 1.0k 33.70
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Ishares Tr Grwt Allocat Etf (AOR) 0.0 $34k -12% 688.00 49.41
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $33k 485.00 68.92
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Lockheed Martin Corporation (LMT) 0.0 $33k NEW 81.00 408.96
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $31k NEW 352.00 86.74
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Novo-nordisk A S Adr (NVO) 0.0 $30k NEW 334.00 90.94
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Aon Shs Cl A (AON) 0.0 $30k NEW 91.00 324.23
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Sensient Technologies Corporation (SXT) 0.0 $30k NEW 504.00 58.48
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $29k 1.1k 26.22
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Genuine Parts Company (GPC) 0.0 $28k NEW 193.00 144.38
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Warner Bros Discovery Com Ser A (WBD) 0.0 $28k NEW 2.5k 10.86
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Ford Motor Company (F) 0.0 $27k NEW 2.2k 12.42
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Bristol Myers Squibb (BMY) 0.0 $27k NEW 467.00 58.04
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Lululemon Athletica (LULU) 0.0 $27k NEW 70.00 385.61
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Vanguard World Mega Cap Index (MGC) 0.0 $27k 176.00 151.88
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $27k NEW 671.00 39.46
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Global X Fds Lithium Btry Etf (LIT) 0.0 $25k 457.00 55.12
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BP Sponsored Adr (BP) 0.0 $24k NEW 606.00 38.72
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GSK Sponsored Adr (GSK) 0.0 $23k NEW 640.00 36.25
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Qualcomm (QCOM) 0.0 $23k NEW 207.00 111.06
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Morningstar (MORN) 0.0 $23k NEW 96.00 234.25
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $22k 310.00 72.23
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Suncor Energy (SU) 0.0 $21k NEW 621.00 34.38
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Vodafone Group Sponsored Adr (VOD) 0.0 $21k NEW 2.2k 9.48
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Unilever Spon Adr New (UL) 0.0 $21k NEW 423.00 49.40
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Carrier Global Corporation (CARR) 0.0 $20k NEW 370.00 55.20
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Walgreen Boots Alliance (WBA) 0.0 $20k NEW 887.00 22.24
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Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $20k NEW 31.00 636.32
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Southwest Airlines (LUV) 0.0 $19k NEW 700.00 27.07
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Toast Cl A (TOST) 0.0 $19k NEW 1.0k 18.73
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $19k -83% 550.00 33.58
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Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $18k NEW 189.00 97.21
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Prudential Financial (PRU) 0.0 $18k NEW 189.00 94.89
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FirstEnergy (FE) 0.0 $18k NEW 519.00 34.18
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Landstar System (LSTR) 0.0 $18k NEW 100.00 176.94
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $17k 112.00 155.38
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Advanced Micro Devices (AMD) 0.0 $17k NEW 168.00 102.82
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LivePerson (LPSN) 0.0 $17k NEW 4.4k 3.89
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Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.0 $17k 361.00 46.71
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $17k 342.00 49.17
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Gilead Sciences (GILD) 0.0 $16k NEW 214.00 74.94
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Icon SHS (ICLR) 0.0 $16k NEW 65.00 246.26
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $16k 333.00 47.08
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Vail Resorts (MTN) 0.0 $15k NEW 67.00 221.90
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Air Products & Chemicals (APD) 0.0 $15k NEW 52.00 283.40
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Power Integrations (POWI) 0.0 $14k NEW 188.00 76.31
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Intel Corporation (INTC) 0.0 $14k NEW 401.00 35.55
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International Business Machines (IBM) 0.0 $14k NEW 100.00 140.30
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $14k NEW 1.4k 9.85
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Sap Se Spon Adr (SAP) 0.0 $14k NEW 105.00 129.32
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $13k NEW 402.00 33.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $13k -48% 34.00 392.71
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Global X Fds Us Pfd Etf (PFFD) 0.0 $13k 700.00 18.81
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Southern Company (SO) 0.0 $13k NEW 200.00 64.72
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Generac Holdings (GNRC) 0.0 $13k NEW 117.00 108.97
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $13k NEW 200.00 62.48
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $12k NEW 246.00 49.83
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Blackstone Group Inc Com Cl A (BX) 0.0 $12k NEW 113.00 107.61
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Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $12k 300.00 40.27
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Indie Semiconductor Class A Com (INDI) 0.0 $12k NEW 1.9k 6.30
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Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $12k 174.00 67.53
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General Electric Com New (GE) 0.0 $11k NEW 103.00 110.09
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Watsco, Incorporated (WSO) 0.0 $11k NEW 28.00 377.75
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Citigroup Com New (C) 0.0 $11k NEW 255.00 41.06
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $10k 76.00 135.03
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Duckhorn Portfolio (NAPA) 0.0 $10k NEW 1.0k 10.26
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Ishares Tr Esg Scrnd S&p500 (XVV) 0.0 $9.7k 300.00 32.43
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Republic Services (RSG) 0.0 $9.5k NEW 67.00 142.52
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Dt Midstream Common Stock (DTM) 0.0 $9.5k NEW 180.00 52.92
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Shell Spon Ads (SHEL) 0.0 $9.3k NEW 145.00 64.39
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Atmos Energy Corporation (ATO) 0.0 $9.2k NEW 87.00 105.93
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Tractor Supply Company (TSCO) 0.0 $9.1k NEW 45.00 203.07
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Solaredge Technologies (SEDG) 0.0 $8.8k NEW 68.00 129.51
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Telephone & Data Sys Com New (TDS) 0.0 $8.2k NEW 447.00 18.31
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S&p Global (SPGI) 0.0 $8.0k NEW 22.00 365.45
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Otis Worldwide Corp (OTIS) 0.0 $8.0k NEW 100.00 80.31
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Snap-on Incorporated (SNA) 0.0 $7.9k NEW 31.00 255.06
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Organon & Co Common Stock (OGN) 0.0 $7.8k NEW 448.00 17.36
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Steris Shs Usd (STE) 0.0 $7.7k NEW 35.00 219.43
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EOG Resources (EOG) 0.0 $7.5k NEW 59.00 126.76
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Kenvue (KVUE) 0.0 $7.4k NEW 369.00 20.08
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American Water Works (AWK) 0.0 $7.3k NEW 59.00 123.83
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Equinix (EQIX) 0.0 $7.3k NEW 10.00 726.30
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UGI Corporation (UGI) 0.0 $6.9k NEW 300.00 23.00
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $6.8k 153.00 44.37
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Pool Corporation (POOL) 0.0 $6.8k NEW 19.00 356.11
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Glacier Ban (GBCI) 0.0 $6.7k NEW 234.00 28.50
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Haleon Spon Ads (HLN) 0.0 $6.7k NEW 800.00 8.33
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4068594 Enphase Energy (ENPH) 0.0 $6.5k NEW 54.00 120.17
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Phillips 66 (PSX) 0.0 $6.0k NEW 50.00 120.16
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $6.0k 150.00 39.67
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Bank of America Corporation (BAC) 0.0 $5.8k NEW 211.00 27.39
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Jack Henry & Associates (JKHY) 0.0 $5.7k NEW 38.00 151.16
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Nasdaq Omx (NDAQ) 0.0 $5.7k NEW 117.00 48.60
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Spdr Gold Tr Gold Shs (GLD) 0.0 $5.5k 32.00 171.47
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Kimberly-Clark Corporation (KMB) 0.0 $5.4k NEW 45.00 120.87
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Occidental Petroleum Corporation (OXY) 0.0 $5.3k NEW 82.00 64.89
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Micron Technology (MU) 0.0 $5.3k NEW 78.00 67.88
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Dow (DOW) 0.0 $5.2k NEW 100.00 51.56
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Electronic Arts (EA) 0.0 $5.1k NEW 42.00 120.40
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $4.9k 27.00 182.33
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Ingredion Incorporated (INGR) 0.0 $4.9k NEW 50.00 98.40
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $4.7k 88.00 53.35
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $4.2k 130.00 32.15
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Live Nation Entertainment (LYV) 0.0 $4.2k NEW 50.00 83.04
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Vanguard World Esg Us Corp Bd (VCEB) 0.0 $4.0k 68.00 59.40
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Manhattan Associates (MANH) 0.0 $4.0k NEW 20.00 197.70
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Travelers Companies (TRV) 0.0 $3.8k NEW 23.00 163.35
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Bj's Wholesale Club Holdings (BJ) 0.0 $3.7k NEW 52.00 71.38
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Duke Energy Corp Com New (DUK) 0.0 $3.7k NEW 42.00 88.26
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Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $3.6k 620.00 5.78
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Voya Financial (VOYA) 0.0 $3.1k NEW 47.00 66.47
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RBC Bearings Incorporated (RBC) 0.0 $3.0k NEW 13.00 234.15
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Paypal Holdings (PYPL) 0.0 $3.0k NEW 52.00 58.46
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Eagle Materials (EXP) 0.0 $3.0k NEW 18.00 166.56
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Nordson Corporation (NDSN) 0.0 $2.9k NEW 13.00 223.23
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $2.8k NEW 26.00 109.31
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Texas Roadhouse (TXRH) 0.0 $2.8k NEW 29.00 96.10
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Cyberark Software SHS (CYBR) 0.0 $2.8k NEW 17.00 163.82
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Globant S A (GLOB) 0.0 $2.8k NEW 14.00 197.86
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Lincoln Electric Holdings (LECO) 0.0 $2.7k NEW 15.00 181.80
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Comfort Systems USA (FIX) 0.0 $2.7k NEW 16.00 170.44
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Paylocity Holding Corporation (PCTY) 0.0 $2.7k NEW 15.00 181.73