|
Nicolet Bankshares Common Stock
(NIC)
|
19.2 |
$119M |
|
887k |
134.50 |
|
|
State Street Spdr Portfolio S&p 500 Value Etf Other
(SPYV)
|
9.4 |
$59M |
-4%
|
1.1M |
55.33 |
|
|
State Street Spdr S&p 500 Growth Etf Other
(SPYG)
|
6.5 |
$41M |
|
389k |
104.51 |
|
|
Vanguard S&p 500 Etf Other
(VOO)
|
4.2 |
$26M |
+2%
|
43k |
612.38 |
|
|
Apple Common Stock
(AAPL)
|
2.7 |
$17M |
|
67k |
254.63 |
|
|
Microsoft Corp Common Stock
(MSFT)
|
2.5 |
$16M |
|
30k |
517.95 |
|
|
Avantis Emerging Markets Equity Etf Other
(AVEM)
|
2.4 |
$15M |
+3%
|
202k |
75.11 |
|
|
Nvidia Corp Common Stock
(NVDA)
|
2.3 |
$14M |
|
76k |
186.58 |
|
|
Spdr S&p 500 Etf Trust Other
(SPY)
|
2.2 |
$13M |
-10%
|
20k |
666.18 |
|
|
Ishares S&p 500 Barra Growth Index Fund Other
(IVW)
|
2.1 |
$13M |
-11%
|
108k |
120.72 |
|
|
Ishares Core S&p 500 Etf Other
(IVV)
|
1.6 |
$9.8M |
-5%
|
15k |
669.30 |
|
|
Vanguard Ftse Developed Markets Other
(VEA)
|
1.5 |
$9.5M |
+8%
|
159k |
59.92 |
|
|
Avantis Investors Common Stock
(AVRE)
|
1.3 |
$8.2M |
+25%
|
185k |
44.48 |
|
|
Jpmorgan Chase & Co Common Stock
(JPM)
|
1.2 |
$7.5M |
|
24k |
315.43 |
|
|
Amazon.com Common Stock
(AMZN)
|
1.2 |
$7.5M |
|
34k |
219.57 |
|
|
Alphabet Inc Cap Stk Cl C Common Stock
(GOOG)
|
1.1 |
$6.9M |
-2%
|
29k |
243.55 |
|
|
Ishares Russell 1000 Growth Index Other
(IWF)
|
1.1 |
$6.9M |
-6%
|
15k |
468.41 |
|
|
Ishares Msci Eafe Index Other
(EFA)
|
1.0 |
$6.3M |
-2%
|
67k |
93.37 |
|
|
Alps Etf Tr Alerian Mlp Etf Other
(AMLP)
|
1.0 |
$6.1M |
-5%
|
131k |
46.93 |
|
|
Costco Wholesale Corp Common Stock
(COST)
|
1.0 |
$5.9M |
|
6.4k |
925.63 |
|
|
Jpm Alerian Mlp Index Etn 1/28/2044 Other
(AMJB)
|
0.9 |
$5.8M |
|
195k |
29.52 |
|
|
Ishares S&p 500/value Other
(IVE)
|
0.9 |
$5.5M |
-16%
|
27k |
206.51 |
|
|
Alphabet Inc Cap Stk Cl A Common Stock
(GOOGL)
|
0.8 |
$5.2M |
+2%
|
21k |
243.10 |
|
|
Meta Platforms Inc Cl A Common Stock
(META)
|
0.8 |
$4.9M |
+6%
|
6.7k |
734.38 |
|
|
Vanguard Total Stock Market Etf Other
(VTI)
|
0.8 |
$4.8M |
+6%
|
15k |
328.17 |
|
|
Mastercard Common Stock
(MA)
|
0.6 |
$3.8M |
|
6.7k |
568.81 |
|
|
Vanguard Value Etf Other
(VTV)
|
0.6 |
$3.6M |
|
19k |
186.49 |
|
|
Oracle Corporation Common Stock
(ORCL)
|
0.6 |
$3.5M |
+2%
|
12k |
281.24 |
|
|
Abbott Labs Common Stock
(ABT)
|
0.5 |
$3.3M |
+2%
|
25k |
133.94 |
|
|
Procter & Gamble Common Stock
(PG)
|
0.5 |
$3.0M |
|
19k |
153.65 |
|
|
Exxon Mobil Corp Common Stock
(XOM)
|
0.5 |
$3.0M |
+2%
|
26k |
112.75 |
|
|
Home Depot Common Stock
(HD)
|
0.5 |
$2.9M |
|
7.2k |
405.19 |
|
|
Berkshire Hathaway Inc Del Cl B Common Stock
(BRK.B)
|
0.5 |
$2.9M |
|
5.8k |
502.74 |
|
|
Walmart Common Stock
(WMT)
|
0.4 |
$2.6M |
|
25k |
103.06 |
|
|
Ishares Russell 1000 Value Index Fund Other
(IWD)
|
0.4 |
$2.5M |
|
12k |
203.59 |
|
|
Ishares Russell 2000 Index Other
(IWM)
|
0.4 |
$2.4M |
-3%
|
10k |
241.96 |
|
|
Vanguard Large-cap Etf Other
(VV)
|
0.4 |
$2.4M |
-3%
|
7.9k |
307.86 |
|
|
Coca Cola Common Stock
(KO)
|
0.4 |
$2.4M |
+3%
|
37k |
66.32 |
|
|
Vanguard Growth Etf Other
(VUG)
|
0.4 |
$2.4M |
|
5.0k |
479.61 |
|
|
Mcdonalds Corp Common Stock
(MCD)
|
0.4 |
$2.3M |
|
7.7k |
303.89 |
|
|
Eaton Corp Common Stock
(ETN)
|
0.4 |
$2.3M |
+6%
|
6.2k |
374.25 |
|
|
Palo Alto Networks Common Stock
(PANW)
|
0.4 |
$2.2M |
|
11k |
203.62 |
|
|
Wec Energy Group Common Stock
(WEC)
|
0.4 |
$2.2M |
|
19k |
114.59 |
|
|
Vanguard Mid-cap Value Index Other
(VOE)
|
0.4 |
$2.2M |
+9%
|
13k |
174.58 |
|
|
Tjx Cos Common Stock
(TJX)
|
0.4 |
$2.2M |
+5%
|
15k |
144.54 |
|
|
Johnson & Johnson Common Stock
(JNJ)
|
0.3 |
$2.1M |
+9%
|
12k |
185.42 |
|
|
Caterpillar Common Stock
(CAT)
|
0.3 |
$2.1M |
+25%
|
4.3k |
477.15 |
|
|
General Dynamics Corp Common Stock
(GD)
|
0.3 |
$2.0M |
|
6.0k |
341.00 |
|
|
Vanguard Total Intl Stock Index Fd Etf Other
(VXUS)
|
0.3 |
$2.0M |
+7%
|
27k |
73.46 |
|
|
Norfolk Southn Corp Common Stock
(NSC)
|
0.3 |
$1.9M |
+3%
|
6.3k |
300.41 |
|
|
Vanguard Mid-cap Etf Other
(VO)
|
0.3 |
$1.9M |
-11%
|
6.4k |
293.74 |
|
|
Analog Devices Common Stock
(ADI)
|
0.3 |
$1.9M |
+4%
|
7.5k |
245.70 |
|
|
Invesco Qqq Tr Unit Ser 1 Other
(QQQ)
|
0.3 |
$1.8M |
|
3.1k |
600.37 |
|
|
Salesforce Common Stock
(CRM)
|
0.3 |
$1.8M |
-2%
|
7.5k |
237.00 |
|
|
Chevron Corporation Common Stock
(CVX)
|
0.3 |
$1.8M |
|
11k |
155.29 |
|
|
Adobe Sys Common Stock
(ADBE)
|
0.3 |
$1.7M |
+9%
|
4.9k |
352.75 |
|
|
Cisco Systems Common Stock
(CSCO)
|
0.3 |
$1.7M |
|
25k |
68.42 |
|
|
Ishares Core S&p Mid-cap Etf Other
(IJH)
|
0.3 |
$1.7M |
+86%
|
26k |
65.26 |
|
|
Honeywell Intl Common Stock
(HON)
|
0.3 |
$1.7M |
+3%
|
8.0k |
210.50 |
|
|
Spdr Index Shs Fds Other
(CWI)
|
0.3 |
$1.7M |
NEW
|
48k |
34.92 |
|
|
Deere & Co Common Stock
(DE)
|
0.3 |
$1.6M |
+4%
|
3.6k |
457.26 |
|
|
Broadcom Common Stock
(AVGO)
|
0.3 |
$1.6M |
+21%
|
4.9k |
329.91 |
|
|
Vanguard Total Bond Market Etf Other
(BND)
|
0.3 |
$1.6M |
-40%
|
21k |
74.37 |
|
|
Spdr Portfolio S&p 1500 Composite Stock Market Etf Other
(SPTM)
|
0.3 |
$1.6M |
+14%
|
19k |
80.65 |
|
|
Cencora Common Stock
(COR)
|
0.2 |
$1.5M |
+23%
|
4.9k |
312.53 |
|
|
Rtx Corporation Common Stock
(RTX)
|
0.2 |
$1.5M |
+33%
|
8.8k |
167.33 |
|
|
Dimensional Etf Trust Us Core Equity 2 Other
(DFAC)
|
0.2 |
$1.5M |
|
38k |
38.57 |
|
|
Mondelez Intl Inc Cl A Common Stock
(MDLZ)
|
0.2 |
$1.4M |
+10%
|
22k |
62.47 |
|
|
Schwab Charles Corp Common Stock
(SCHW)
|
0.2 |
$1.4M |
+10%
|
14k |
95.47 |
|
|
Blackstone Common Stock
(BX)
|
0.2 |
$1.4M |
+8%
|
7.9k |
170.85 |
|
|
Schneider National Common Stock
(SNDR)
|
0.2 |
$1.3M |
|
63k |
21.16 |
|
|
Abbvie Common Stock
(ABBV)
|
0.2 |
$1.3M |
+5%
|
5.7k |
231.54 |
|
|
Wells Fargo & Company Common Stock
(WFC)
|
0.2 |
$1.3M |
-6%
|
16k |
83.82 |
|
|
Lam Research Corp Common Stock
(LRCX)
|
0.2 |
$1.3M |
|
9.8k |
133.90 |
|
|
Intuit Common Stock
(INTU)
|
0.2 |
$1.3M |
+14%
|
1.9k |
682.91 |
|
|
Lowes Cos Common Stock
(LOW)
|
0.2 |
$1.3M |
+7%
|
5.1k |
251.31 |
|
|
Ishares Bitcoin Trust Etf Other
(IBIT)
|
0.2 |
$1.3M |
+3%
|
20k |
65.00 |
|
|
Intercontinental Exchange Common Stock
(ICE)
|
0.2 |
$1.3M |
-2%
|
7.6k |
168.48 |
|
|
Vanguard Small-cap Etf Other
(VB)
|
0.2 |
$1.3M |
+24%
|
5.0k |
254.28 |
|
|
Visa Inc Cl A Common Stock
(V)
|
0.2 |
$1.3M |
|
3.7k |
341.38 |
|
|
Nextera Energy Common Stock
(NEE)
|
0.2 |
$1.3M |
+11%
|
17k |
75.49 |
|
|
Chipotle Mexican Grill Inc-cl A Common Stock
(CMG)
|
0.2 |
$1.2M |
-4%
|
32k |
39.19 |
|
|
Vanguard S&p 500 Growth Indx Etf Other
(VOOG)
|
0.2 |
$1.2M |
|
2.8k |
435.46 |
|
|
Flexshares Mstar Gbl Upstrm Etf Other
(GUNR)
|
0.2 |
$1.2M |
-30%
|
28k |
43.78 |
|
|
Netflix Common Stock
(NFLX)
|
0.2 |
$1.2M |
+56%
|
1.0k |
1198.92 |
|
|
Disney Walt Common Stock
(DIS)
|
0.2 |
$1.2M |
+3%
|
10k |
114.50 |
|
|
Advanced Micro Devices Common Stock
(AMD)
|
0.2 |
$1.2M |
+27%
|
7.3k |
161.79 |
|
|
Pfizer Common Stock
(PFE)
|
0.2 |
$1.2M |
+30%
|
45k |
25.48 |
|
|
American Tower Corp Common Stock
(AMT)
|
0.2 |
$1.1M |
+20%
|
5.9k |
192.32 |
|
|
GSK Common Stock
(GSK)
|
0.2 |
$1.1M |
+4%
|
26k |
43.16 |
|
|
Ishares Russell 1000 Other
(IWB)
|
0.2 |
$1.1M |
|
3.1k |
365.48 |
|
|
Principal Active High Yield Etf Other
(YLD)
|
0.2 |
$1.1M |
+26%
|
56k |
19.45 |
|
|
Bank First Corporation Common Stock
(BFC)
|
0.2 |
$1.1M |
|
8.9k |
121.31 |
|
|
International Business Machs Common Stock
(IBM)
|
0.2 |
$1.1M |
|
3.7k |
282.16 |
|
|
Lilly Common Stock
(LLY)
|
0.2 |
$1.1M |
-4%
|
1.4k |
763.00 |
|
|
Pepsico Common Stock
(PEP)
|
0.2 |
$1.0M |
+2%
|
7.4k |
140.44 |
|
|
Ishares Russell Midcap Value Index Other
(IWS)
|
0.2 |
$1.0M |
|
7.3k |
139.67 |
|
|
Danaher Corp Common Stock
(DHR)
|
0.2 |
$976k |
-2%
|
4.9k |
198.26 |
|
|
Ishares Core U.s. Aggregate Other
(AGG)
|
0.2 |
$951k |
+13%
|
9.5k |
100.25 |
|
|
Philip Morris Intl Common Stock
(PM)
|
0.1 |
$896k |
|
5.5k |
162.20 |
|
|
Unitedhealth Group Common Stock
(UNH)
|
0.1 |
$884k |
+8%
|
2.6k |
345.30 |
|
|
Boeing Common Stock
(BA)
|
0.1 |
$880k |
+4%
|
4.1k |
215.83 |
|
|
Cvs Health Corporation Common Stock
(CVS)
|
0.1 |
$875k |
|
12k |
75.39 |
|
|
Ishares Russell Midcap Growth Index Other
(IWP)
|
0.1 |
$863k |
|
6.1k |
142.41 |
|
|
Ishares Core Msci Emk Etf Other
(IEMG)
|
0.1 |
$856k |
-23%
|
13k |
65.92 |
|
|
Comcast Corp Cl A Common Stock
(CMCSA)
|
0.1 |
$844k |
|
27k |
31.42 |
|
|
Invesco S&P 500 Equal Weight ETF Other
(RSP)
|
0.1 |
$839k |
+20%
|
4.4k |
189.70 |
|
|
Union Pac Corp Common Stock
(UNP)
|
0.1 |
$823k |
+4%
|
3.5k |
236.37 |
|
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.1 |
$814k |
-3%
|
1.7k |
485.02 |
|
|
Eog Res Common Stock
(EOG)
|
0.1 |
$808k |
+9%
|
7.2k |
112.12 |
|
|
Vanguard Ftse Emerging Markets Etf Other
(VWO)
|
0.1 |
$792k |
-24%
|
15k |
54.18 |
|
|
Vanguard Ftse All-world Ex-u Other
(VEU)
|
0.1 |
$778k |
+12%
|
11k |
71.37 |
|
|
Vanguard Index Fds Other
(VXF)
|
0.1 |
$774k |
+13%
|
3.7k |
209.34 |
|
|
Grainger W W Common Stock
(GWW)
|
0.1 |
$766k |
-14%
|
804.00 |
952.96 |
|
|
Goldman Sachs Group Common Stock
(GS)
|
0.1 |
$761k |
+7%
|
956.00 |
796.35 |
|
|
Spdr S&p Midcap 400 Etf Tr Other
(MDY)
|
0.1 |
$740k |
|
1.2k |
596.03 |
|
|
Bristol Myers Squibb Common Stock
(BMY)
|
0.1 |
$738k |
-22%
|
16k |
45.10 |
|
|
Vanguard Health Care Etf Other
(VHT)
|
0.1 |
$735k |
|
2.8k |
259.60 |
|
|
Servicenow Common Stock
(NOW)
|
0.1 |
$731k |
+4%
|
794.00 |
920.28 |
|
|
Marsh & Mclennan Cos Common Stock
(MMC)
|
0.1 |
$727k |
-2%
|
3.6k |
201.53 |
|
|
Vanguard Short-term Treasury Index Fund Other
(VGSH)
|
0.1 |
$718k |
+136%
|
12k |
58.85 |
|
|
Amphenol Corp Cl A Common Stock
(APH)
|
0.1 |
$711k |
-10%
|
5.7k |
123.75 |
|
|
Paypal Hldgs Common Stock
(PYPL)
|
0.1 |
$694k |
+17%
|
10k |
67.06 |
|
|
Carrier Global Corp Common Stock
(CARR)
|
0.1 |
$694k |
+66%
|
12k |
59.70 |
|
|
Nike Common Stock
(NKE)
|
0.1 |
$677k |
|
9.7k |
69.73 |
|
|
Blackrock Common Stock
(BLK)
|
0.1 |
$676k |
-36%
|
580.00 |
1165.87 |
|
|
Accenture Plc Class A Common Stock
(ACN)
|
0.1 |
$672k |
-16%
|
2.7k |
246.60 |
|
|
Ishares Core S&p Small-cap Etf Other
(IJR)
|
0.1 |
$667k |
|
5.6k |
118.83 |
|
|
O Reilly Automotive Common Stock
(ORLY)
|
0.1 |
$666k |
|
6.2k |
107.81 |
|
|
SLB Other
(SLB)
|
0.1 |
$658k |
|
19k |
34.37 |
|
|
Fiserv Common Stock
(FI)
|
0.1 |
$654k |
|
5.1k |
128.93 |
|
|
Ishares S&p Global Infrastructure Idx Etf Other
(IGF)
|
0.1 |
$640k |
+35%
|
11k |
61.12 |
|
|
Janus Detroit Str Tr Other
(JMBS)
|
0.1 |
$631k |
+8%
|
14k |
45.67 |
|
|
Victoryshares Core Intermediate Bond Etf Other
(UITB)
|
0.1 |
$613k |
NEW
|
13k |
47.52 |
|
|
Evergy Common Stock
(EVRG)
|
0.1 |
$608k |
|
8.0k |
76.02 |
|
|
Citigroup Common Stock
(C)
|
0.1 |
$608k |
NEW
|
6.0k |
101.50 |
|
|
Dupont De Nemours Common Stock
(DD)
|
0.1 |
$601k |
-2%
|
7.7k |
77.90 |
|
|
Ishares National Muni Bond Etf Other
(MUB)
|
0.1 |
$589k |
-8%
|
5.5k |
106.49 |
|
|
Fidelity Natl Information Common Stock
(FIS)
|
0.1 |
$577k |
+10%
|
8.7k |
65.94 |
|
|
Dimensional U.s. Equity Market Etf Other
(DFUS)
|
0.1 |
$560k |
|
7.7k |
72.44 |
|
|
Becton Dickinson & Co Common Stock
(BDX)
|
0.1 |
$556k |
-3%
|
3.0k |
187.17 |
|
|
Freeport-mcmoran Common Stock
(FCX)
|
0.1 |
$555k |
|
14k |
39.22 |
|
|
Merck & Co Common Stock
(MRK)
|
0.1 |
$548k |
+5%
|
6.5k |
83.93 |
|
|
Ishares Russell Midcap Index Other
(IWR)
|
0.1 |
$545k |
|
5.6k |
96.55 |
|
|
Global X Fds S&p 500 Catholic Other
(CATH)
|
0.1 |
$541k |
|
6.7k |
81.06 |
|
|
Illinois Tool Wks Common Stock
(ITW)
|
0.1 |
$526k |
|
2.0k |
260.76 |
|
|
Zimmer Biomet Holdings Common Stock
(ZBH)
|
0.1 |
$518k |
-9%
|
5.3k |
98.50 |
|
|
Schwab Emerging Markets Equity Etf Other
(SCHE)
|
0.1 |
$504k |
+5%
|
15k |
33.37 |
|
|
Vanguard Information Technology Etf Other
(VGT)
|
0.1 |
$496k |
|
664.00 |
746.63 |
|
|
Ge Aerospace Common Stock
(GE)
|
0.1 |
$492k |
|
1.6k |
300.87 |
|
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$481k |
+3%
|
963.00 |
499.21 |
|
|
Yum! Brands Common Stock
(YUM)
|
0.1 |
$475k |
+6%
|
3.1k |
152.00 |
|
|
Linde Common Stock
(LIN)
|
0.1 |
$474k |
-4%
|
997.00 |
475.00 |
|
|
Truist Finl Corp Common Stock
(TFC)
|
0.1 |
$457k |
-51%
|
10k |
45.72 |
|
|
Aflac Common Stock
(AFL)
|
0.1 |
$457k |
|
4.1k |
111.70 |
|
|
Fedex Corporation Common Stock
(FDX)
|
0.1 |
$452k |
-42%
|
1.9k |
235.81 |
|
|
Ishares Russell 2000 Value Index Fund Other
(IWN)
|
0.1 |
$444k |
+9%
|
2.5k |
176.81 |
|
|
Wisdomtree L/c Dividend Fund Other
(DLN)
|
0.1 |
$443k |
|
5.1k |
87.03 |
|
|
Csx Corp Common Stock
(CSX)
|
0.1 |
$440k |
|
12k |
35.51 |
|
|
Copart Common Stock
(CPRT)
|
0.1 |
$437k |
|
9.7k |
44.97 |
|
|
Technology Sector SPDR Fund Other
(XLK)
|
0.1 |
$436k |
|
1.5k |
281.86 |
|
|
Qualcomm Common Stock
(QCOM)
|
0.1 |
$431k |
|
2.6k |
166.36 |
|
|
Kkr & Co Inc Cl A Common Stock
(KKR)
|
0.1 |
$427k |
NEW
|
3.3k |
129.95 |
|
|
Spdr Gold Trust Other
(GLD)
|
0.1 |
$426k |
-7%
|
1.2k |
355.47 |
|
|
Utilities Sector SPDR Fund Other
(XLU)
|
0.1 |
$421k |
|
4.8k |
87.21 |
|
|
Tapestry Common Stock
(TPR)
|
0.1 |
$420k |
NEW
|
3.7k |
113.22 |
|
|
Pimco Active Bd Etf Other
(BOND)
|
0.1 |
$419k |
+10%
|
4.5k |
93.35 |
|
|
Ishares Select U.s. Reit Etf Other
(ICF)
|
0.1 |
$412k |
|
6.7k |
61.62 |
|
|
Conocophillips Common Stock
(COP)
|
0.1 |
$402k |
+37%
|
4.2k |
94.59 |
|
|
Amgen Common Stock
(AMGN)
|
0.1 |
$398k |
|
1.4k |
282.20 |
|
|
Biogen Common Stock
(BIIB)
|
0.1 |
$391k |
|
2.8k |
140.08 |
|
|
State Street Spdr S&p Dividend Etf Other
(SDY)
|
0.1 |
$374k |
-23%
|
2.7k |
140.05 |
|
|
Intel Corp Common Stock
(INTC)
|
0.1 |
$373k |
|
11k |
33.55 |
|
|
Emerson Elec Common Stock
(EMR)
|
0.1 |
$369k |
|
2.8k |
131.18 |
|
|
Applied Matls Common Stock
(AMAT)
|
0.1 |
$369k |
|
1.8k |
204.74 |
|
|
Masco Corp Common Stock
(MAS)
|
0.1 |
$367k |
-6%
|
5.2k |
70.39 |
|
|
Ss&c Technologies Hldgs Common Stock
(SSNC)
|
0.1 |
$361k |
|
4.1k |
88.76 |
|
|
Ishares Dow Jones Select Div Ind Other
(DVY)
|
0.1 |
$352k |
-35%
|
2.5k |
142.10 |
|
|
iShares 10-20 Year Treasury Bond ETF Other
(TLH)
|
0.1 |
$349k |
-26%
|
3.4k |
102.99 |
|
|
Kimberly Clark Corp Common Stock
(KMB)
|
0.1 |
$342k |
-3%
|
2.7k |
124.34 |
|
|
Equifax Common Stock
(EFX)
|
0.1 |
$323k |
-2%
|
1.3k |
256.53 |
|
|
Schwab International Equity Etf Other
(SCHF)
|
0.1 |
$316k |
-4%
|
14k |
23.28 |
|
|
Starbucks Corp Common Stock
(SBUX)
|
0.0 |
$308k |
|
3.6k |
84.60 |
|
|
Microchip Technology Common Stock
(MCHP)
|
0.0 |
$301k |
-11%
|
4.7k |
64.22 |
|
|
Vanguard Mid-cap Growth Inde Other
(VOT)
|
0.0 |
$298k |
+17%
|
1.0k |
293.79 |
|
|
Altria Group Common Stock
(MO)
|
0.0 |
$295k |
|
4.5k |
66.06 |
|
|
Financial Sector SPDR Fund Other
(XLF)
|
0.0 |
$287k |
|
5.3k |
53.87 |
|
|
Smith A O Corp Common Stock
(AOS)
|
0.0 |
$286k |
|
3.9k |
73.41 |
|
|
Aci Worldwide Common Stock
(ACIW)
|
0.0 |
$284k |
|
5.4k |
52.77 |
|
|
Ishares Core Msci Eafe Other
(IEFA)
|
0.0 |
$278k |
|
3.2k |
87.31 |
|
|
Bath & Body Works Common Stock
(BBWI)
|
0.0 |
$269k |
-31%
|
10k |
25.76 |
|
|
Phillips 66 Common Stock
(PSX)
|
0.0 |
$268k |
|
2.0k |
136.02 |
|
|
American Wtr Wks Common Stock
(AWK)
|
0.0 |
$261k |
|
1.9k |
139.19 |
|
|
Wyndham Hotels & Resorts Common Stock
(WH)
|
0.0 |
$261k |
-4%
|
3.3k |
79.90 |
|
|
Stryker Corp Common Stock
(SYK)
|
0.0 |
$256k |
-2%
|
693.00 |
369.67 |
|
|
Vanguard Short-term Corporate Bond Etf Other
(VCSH)
|
0.0 |
$246k |
NEW
|
3.1k |
79.93 |
|
|
Vertex Pharmaceuticals Common Stock
(VRTX)
|
0.0 |
$242k |
|
617.00 |
391.64 |
|
|
S&p Global Common Stock
(SPGI)
|
0.0 |
$241k |
|
495.00 |
486.71 |
|
|
Verizon Communications Common Stock
(VZ)
|
0.0 |
$240k |
+15%
|
5.5k |
43.95 |
|
|
Synopsys Common Stock
(SNPS)
|
0.0 |
$238k |
NEW
|
482.00 |
493.39 |
|
|
Principal Finl Group Common Stock
(PFG)
|
0.0 |
$236k |
|
2.8k |
82.91 |
|
|
Air Prods & Chems Common Stock
(APD)
|
0.0 |
$234k |
NEW
|
859.00 |
272.72 |
|
|
Energy Sector SPDR Fund Other
(XLE)
|
0.0 |
$233k |
|
2.6k |
89.34 |
|
|
Overlay Shares Lg Cap Equity Etf Other
(OVL)
|
0.0 |
$232k |
|
4.4k |
52.32 |
|
|
Tesla Common Stock
(TSLA)
|
0.0 |
$231k |
NEW
|
519.00 |
444.72 |
|
|
Ishares Msci Eafe Sm Capidx Other
(SCZ)
|
0.0 |
$222k |
-43%
|
2.9k |
76.72 |
|
|
Spdr Portfolio Developed World Ex-us Etf Other
(SPDW)
|
0.0 |
$222k |
|
5.2k |
42.79 |
|
|
Ishares Tr Other
(EFV)
|
0.0 |
$220k |
|
3.2k |
67.83 |
|
|
Jpmorgan Ultra Short Inc Etf Other
(JPST)
|
0.0 |
$218k |
NEW
|
4.3k |
50.73 |
|
|
Cdw Corp Common Stock
(CDW)
|
0.0 |
$215k |
-52%
|
1.3k |
159.28 |
|
|
Tractor Supply Common Stock
(TSCO)
|
0.0 |
$213k |
NEW
|
3.8k |
56.87 |
|
|
Asml Holding Nv Ny Registry Other
(ASML)
|
0.0 |
$212k |
NEW
|
219.00 |
968.09 |
|
|
L3harris Technologies Common Stock
(LHX)
|
0.0 |
$212k |
NEW
|
694.00 |
305.41 |
|
|
At&t Common Stock
(T)
|
0.0 |
$212k |
-5%
|
7.5k |
28.24 |
|
|
Timothy Plan U S Large Cap Core Etf Other
(TPLC)
|
0.0 |
$210k |
NEW
|
4.5k |
46.30 |
|
|
Fidelity Wise Origin Bitcoin Fund Other
(FBTC)
|
0.0 |
$207k |
NEW
|
2.1k |
99.81 |
|
|
T Rowe Price Group Common Stock
(TROW)
|
0.0 |
$206k |
NEW
|
2.0k |
102.64 |
|
|
Ge Vernova Common Stock
(GEV)
|
0.0 |
$204k |
NEW
|
331.00 |
615.48 |
|