Wiley Bros.-aintree Capital

Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:

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Positions held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for &partners

&partners holds 294 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.7 $19M +313% 39k 490.38
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Vanguard Index Fds Large Cap Etf (VV) 4.3 $18M NEW 77k 227.99
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Ishares Tr Rus 1000 Etf (IWB) 3.9 $16M NEW 61k 261.66
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Apple (AAPL) 3.8 $16M +41% 83k 189.79
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Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $13M -15% 47k 280.83
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Capital Group Dividend Value Shs Creation Uni (CGDV) 3.0 $12M -9% 417k 29.84
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Ishares Tr Core S&p Scp Etf (IJR) 2.9 $12M -23% 108k 108.48
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Capital Group Growth Etf Shs Creation Uni (CGGR) 2.7 $11M -4% 400k 28.23
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 2.5 $10M -6% 307k 33.31
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Microsoft Corporation (MSFT) 1.9 $7.9M +144% 21k 372.55
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.5 $6.0M -4% 212k 28.30
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.4 $5.9M 245k 23.87
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Amazon (AMZN) 1.4 $5.9M +178% 39k 150.36
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $5.7M -28% 103k 55.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $5.0M -39% 123k 40.79
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.2 $4.9M +2067% 65k 76.69
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Vanguard Specialized Funds Div App Etf (VIG) 1.0 $4.1M NEW 23k 173.62
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Ishares Tr Select Divid Etf (DVY) 1.0 $4.0M -41% 34k 117.22
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Exxon Mobil Corporation (XOM) 1.0 $3.9M +48% 39k 100.78
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Coca-Cola Company (KO) 0.9 $3.7M +20% 62k 59.11
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Ishares Tr Ishares Semicdtr (SOXX) 0.8 $3.4M NEW 5.9k 575.82
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Johnson & Johnson (JNJ) 0.8 $3.3M +49% 21k 157.68
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Wal-Mart Stores (WMT) 0.8 $3.3M +93% 21k 158.40
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JPMorgan Chase & Co. (JPM) 0.8 $3.3M +197% 19k 170.63
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.3M +272% 24k 139.46
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.2M NEW 11k 301.93
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Blackstone Group Inc Com Cl A (BX) 0.8 $3.1M 24k 130.91
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Vanguard Index Fds Value Etf (VTV) 0.7 $3.1M NEW 21k 144.30
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Eli Lilly & Co. (LLY) 0.7 $2.9M +379% 5.0k 585.82
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Procter & Gamble Company (PG) 0.7 $2.9M +20% 20k 145.39
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United Rentals (URI) 0.7 $2.9M 5.0k 573.42
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.8M +659% 30k 92.56
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Fidelity Covington Trust Blue Chip Value (FBCV) 0.7 $2.8M -3% 96k 29.18
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Visa Com Cl A (V) 0.7 $2.8M +50% 11k 258.63
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Rithm Capital Corp Com New (RITM) 0.6 $2.6M +2% 242k 10.68
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.6M +62% 7.1k 360.88
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Vanguard Index Fds Growth Etf (VUG) 0.6 $2.5M NEW 8.9k 288.09
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.6 $2.5M NEW 30k 83.23
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Enterprise Products Partners (EPD) 0.6 $2.5M +1113% 94k 26.35
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Meta Platforms Cl A (META) 0.6 $2.4M +230% 6.9k 347.76
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International Business Machines (IBM) 0.6 $2.3M +171% 14k 161.49
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Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.3M NEW 55k 41.99
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.3M NEW 10k 223.84
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Home Depot (HD) 0.5 $2.2M +73% 6.5k 343.95
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Ishares Tr Core Div Grwth (DGRO) 0.5 $2.2M NEW 41k 53.75
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First Horizon National Corporation (FHN) 0.5 $2.2M +52% 154k 14.16
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Hca Holdings (HCA) 0.5 $2.1M 7.9k 270.69
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UnitedHealth (UNH) 0.5 $2.1M +226% 4.0k 533.94
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Cisco Systems (CSCO) 0.5 $2.1M +413% 42k 50.51
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Merck & Co (MRK) 0.5 $2.1M +113% 19k 111.60
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NVIDIA Corporation (NVDA) 0.5 $2.1M +402% 4.3k 478.78
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Chevron Corporation (CVX) 0.5 $2.0M +38% 14k 149.83
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American Express Company (AXP) 0.5 $2.0M 11k 187.31
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.0M +57% 4.3k 469.22
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Intel Corporation (INTC) 0.5 $1.9M +600% 41k 47.57
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.5 $1.9M NEW 85k 22.99
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $1.8M NEW 37k 50.07
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.8M NEW 11k 165.08
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Tesla Motors (TSLA) 0.4 $1.6M NEW 6.7k 239.01
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Pfizer (PFE) 0.4 $1.6M +113% 54k 29.18
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Ishares Tr Core High Dv Etf (HDV) 0.4 $1.5M NEW 15k 103.47
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Spdr Gold Tr Gold Shs (GLD) 0.4 $1.5M NEW 8.1k 189.34
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Abbott Laboratories (ABT) 0.4 $1.5M +167% 14k 108.27
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Performance Food (PFGC) 0.4 $1.5M 21k 69.14
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.5M NEW 33k 44.25
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Ready Cap Corp Com reit (RC) 0.3 $1.4M +10% 140k 10.25
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Illinois Tool Works (ITW) 0.3 $1.4M +13% 5.5k 257.38
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Lam Research Corporation (LRCX) 0.3 $1.4M NEW 1.8k 782.14
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Nexstar Media Group Common Stock (NXST) 0.3 $1.4M +4% 9.1k 156.75
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Colgate-Palmolive Company (CL) 0.3 $1.4M 18k 79.71
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Deere & Company (DE) 0.3 $1.4M +99% 3.5k 396.69
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At&t (T) 0.3 $1.4M +129% 82k 16.87
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BlackRock (BLK) 0.3 $1.3M NEW 1.7k 785.83
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Walt Disney Company (DIS) 0.3 $1.3M +193% 14k 91.23
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Oracle Corporation (ORCL) 0.3 $1.3M +534% 12k 102.91
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Abbvie (ABBV) 0.3 $1.3M +44% 8.2k 155.09
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.3M NEW 12k 104.54
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Oxford Lane Cap Corp (OXLC) 0.3 $1.3M +4% 253k 4.94
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Empire Pete Corp (EP) 0.3 $1.2M 111k 10.99
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Sunrun (RUN) 0.3 $1.2M 62k 19.63
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Caterpillar (CAT) 0.3 $1.2M +11% 4.1k 294.55
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $1.2M NEW 71k 16.78
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Lowe's Companies (LOW) 0.3 $1.2M +34% 5.3k 218.68
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Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $1.1M +472% 66k 17.34
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.1M +137% 22k 51.69
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Equitable Holdings (EQH) 0.3 $1.1M 34k 33.30
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McDonald's Corporation (MCD) 0.3 $1.1M +234% 3.8k 294.99
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TETRA Technologies (TTI) 0.3 $1.1M +2% 247k 4.52
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Constellium Se Cl A Shs (CSTM) 0.3 $1.1M 55k 19.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M +265% 2.8k 390.25
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.1M +18% 42k 25.66
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.1M +262% 19k 54.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.1M NEW 13k 80.41
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Intuit (INTU) 0.2 $1.0M NEW 1.7k 591.39
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.0M NEW 15k 67.82
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Starbucks Corporation (SBUX) 0.2 $1.0M +188% 11k 94.75
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Granite Pt Mtg Tr Com Stk (GPMT) 0.2 $995k +24% 168k 5.94
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Nextera Energy (NEE) 0.2 $977k +13% 16k 60.82
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $977k +168% 2.3k 433.02
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Truist Financial Corp equities (TFC) 0.2 $974k +29% 26k 36.91
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Emerson Electric (EMR) 0.2 $967k +163% 10k 95.68
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Paychex (PAYX) 0.2 $924k NEW 7.9k 117.08
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Paypal Holdings (PYPL) 0.2 $883k NEW 15k 58.99
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Stryker Corporation (SYK) 0.2 $874k 2.9k 299.35
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Targa Res Corp (TRGP) 0.2 $869k 10k 86.87
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Union Pacific Corporation (UNP) 0.2 $868k NEW 3.6k 243.50
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Broadcom (AVGO) 0.2 $867k NEW 787.00 1101.89
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Mondelez Intl Cl A (MDLZ) 0.2 $865k +157% 12k 72.95
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Phillips 66 (PSX) 0.2 $857k NEW 6.4k 133.30
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $857k 16k 53.97
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $837k NEW 16k 53.82
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $830k NEW 14k 58.92
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $828k NEW 13k 63.75
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.2 $826k -4% 28k 29.78
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Comcast Corp Cl A (CMCSA) 0.2 $816k +273% 19k 43.40
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Cracker Barrel Old Country Store (CBRL) 0.2 $813k +2% 11k 77.06
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Pinnacle Financial Partners (PNFP) 0.2 $800k -26% 9.2k 87.21
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Brightspire Capital Com Cl A (BRSP) 0.2 $792k 107k 7.44
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Alphabet Cap Stk Cl C (GOOG) 0.2 $790k +25% 5.6k 140.72
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Thermo Fisher Scientific (TMO) 0.2 $784k +76% 1.5k 530.62
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Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $782k NEW 7.7k 101.68
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Verizon Communications (VZ) 0.2 $776k +90% 21k 37.55
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $775k +90% 10k 74.69
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Ishares Tr Ishares Biotech (IBB) 0.2 $769k -2% 5.7k 135.85
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Ameriprise Financial (AMP) 0.2 $768k 2.0k 379.84
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Costco Wholesale Corporation (COST) 0.2 $762k +51% 1.2k 649.96
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $739k +30% 18k 40.12
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $738k NEW 3.7k 197.62
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AFLAC Incorporated (AFL) 0.2 $730k NEW 8.8k 83.15
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3M Company (MMM) 0.2 $711k +171% 6.6k 108.31
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Duke Energy Corp Com New (DUK) 0.2 $704k +44% 7.4k 95.28
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $691k NEW 10k 69.34
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Southern Company (SO) 0.2 $682k +2% 9.7k 70.25
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Micron Technology (MU) 0.2 $663k 7.8k 85.31
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Pepsi (PEP) 0.2 $657k +178% 3.8k 170.96
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Qualcomm (QCOM) 0.2 $640k NEW 4.4k 144.56
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Automatic Data Processing (ADP) 0.2 $625k +15% 2.7k 232.91
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Fastenal Company (FAST) 0.2 $617k -4% 9.6k 64.61
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Novartis Sponsored Adr (NVS) 0.1 $615k NEW 6.0k 102.83
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $582k NEW 7.9k 73.49
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Kimberly-Clark Corporation (KMB) 0.1 $574k +147% 4.7k 121.51
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Great Ajax Corp reit (AJX) 0.1 $566k +34% 107k 5.30
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $560k NEW 7.2k 78.03
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Atmos Energy Corporation (ATO) 0.1 $557k +4% 4.8k 115.98
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Devon Energy Corporation (DVN) 0.1 $549k NEW 12k 45.30
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Block Cl A (SQ) 0.1 $549k NEW 8.0k 68.72
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General Mills (GIS) 0.1 $546k +2% 8.4k 64.93
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Wynn Resorts (WYNN) 0.1 $538k +19% 5.9k 91.58
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $533k NEW 7.0k 76.21
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $521k NEW 7.6k 68.97
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Caci Intl Cl A (CACI) 0.1 $517k 1.6k 323.86
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $514k 1.0k 507.38
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Bristol Myers Squibb (BMY) 0.1 $513k +36% 10k 51.35
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $513k 8.2k 62.66
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Select Sector Spdr Tr Energy (XLE) 0.1 $508k -3% 6.1k 83.84
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United Parcel Service CL B (UPS) 0.1 $505k NEW 3.2k 157.49
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Darling International (DAR) 0.1 $503k NEW 10k 49.83
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $489k 5.5k 89.29
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National Westn Life Group In Cl A (NWLI) 0.1 $483k 1.0k 483.02
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Walgreen Boots Alliance (WBA) 0.1 $480k NEW 19k 25.57
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $477k 5.4k 87.67
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ConocoPhillips (COP) 0.1 $473k +45% 4.0k 117.28
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Idt Corp Cl B New (IDT) 0.1 $463k 14k 34.09
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Lear Corp Com New (LEA) 0.1 $453k NEW 3.2k 141.17
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Discover Financial Services (DFS) 0.1 $452k 4.0k 112.40
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Bank of America Corporation (BAC) 0.1 $452k +7% 14k 33.61
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Shell Spon Ads (SHEL) 0.1 $451k +14% 6.9k 65.45
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Monster Beverage Corp (MNST) 0.1 $446k +19% 7.7k 57.61
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International Game Technolog Shs Usd (IGT) 0.1 $443k +9% 16k 27.41
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Applied Materials (AMAT) 0.1 $436k +5% 2.7k 160.93
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Smucker J M Com New (SJM) 0.1 $433k NEW 3.4k 129.12
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $433k +32% 2.2k 199.58
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Blackrock 2037 Municipal Tar (BMN) 0.1 $432k NEW 18k 23.89
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Brighthouse Finl (BHF) 0.1 $430k 8.1k 52.92
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Boeing Company (BA) 0.1 $423k NEW 1.7k 248.53
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Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $419k -12% 8.4k 49.82
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Dupont De Nemours (DD) 0.1 $416k +9% 5.4k 76.93
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Digitalbridge Group Cl A New (DBRG) 0.1 $407k +6% 23k 17.54
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EOG Resources (EOG) 0.1 $400k NEW 3.3k 122.87
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Ishares Silver Tr Ishares (SLV) 0.1 $398k NEW 19k 21.06
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Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $390k 7.4k 52.51
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $373k +15% 1.6k 236.41
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Regions Financial Corporation (RF) 0.1 $370k +37% 19k 19.38
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T. Rowe Price (TROW) 0.1 $363k NEW 3.4k 106.30
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Nextera Energy Partners Com Unit Part In (NEP) 0.1 $356k NEW 2.5k 144.00
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Lockheed Martin Corporation (LMT) 0.1 $353k +25% 777.00 454.50
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Eos Energy Enterprises Com Cl A (EOSE) 0.1 $352k +56% 323k 1.09
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Wells Fargo & Company (WFC) 0.1 $347k NEW 7.1k 48.76
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Select Sector Spdr Tr Technology (XLK) 0.1 $345k +2% 1.8k 191.94
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Global Med Reit Com New (GMRE) 0.1 $344k 31k 11.10
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salesforce (CRM) 0.1 $342k +28% 1.3k 260.22
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Honeywell International (HON) 0.1 $342k +10% 1.6k 209.12
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Fiserv (FI) 0.1 $342k NEW 2.6k 132.75
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Fidelity Covington Trust Fidelity Growth (FGRO) 0.1 $338k -2% 18k 18.97
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Ishares Tr Core Total Usd (IUSB) 0.1 $329k NEW 7.2k 45.92
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CSX Corporation (CSX) 0.1 $327k NEW 9.4k 34.67
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Crown Castle Intl (CCI) 0.1 $327k NEW 2.9k 113.97
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $325k NEW 1.8k 175.67
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General Dynamics Corporation (GD) 0.1 $324k +34% 1.3k 254.27
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CMS Energy Corporation (CMS) 0.1 $321k NEW 5.4k 59.29
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Vanguard World Mega Grwth Ind (MGK) 0.1 $315k 1.2k 259.51
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Global X Fds Cloud Computng (CLOU) 0.1 $314k 14k 22.66
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Entergy Corporation (ETR) 0.1 $313k NEW 3.1k 101.24
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Raytheon Technologies Corp (RTX) 0.1 $306k NEW 3.6k 83.97
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Warner Bros Discovery Com Ser A (WBD) 0.1 $305k +12% 27k 11.38
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $304k NEW 5.6k 53.84
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PNC Financial Services (PNC) 0.1 $301k NEW 2.0k 152.69
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Ishares Tr National Mun Etf (MUB) 0.1 $300k NEW 2.8k 108.33
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $300k NEW 1.4k 213.04
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Barings Bdc (BBDC) 0.1 $298k NEW 35k 8.58
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Dow (DOW) 0.1 $295k +31% 5.4k 54.83
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $295k NEW 3.0k 98.02
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Philip Morris International (PM) 0.1 $293k +22% 3.1k 94.33
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Rivernorth Managed Dur Mun I (RMMZ) 0.1 $292k NEW 18k 15.84
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Marathon Petroleum Corp (MPC) 0.1 $291k NEW 1.9k 149.23
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Ubs Group SHS (UBS) 0.1 $288k NEW 9.5k 30.48
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FedEx Corporation (FDX) 0.1 $288k +6% 1.1k 252.62
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $287k NEW 6.0k 47.51
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Borr Drilling SHS (BORR) 0.1 $283k NEW 39k 7.36
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Adobe Systems Incorporated (ADBE) 0.1 $281k NEW 477.00 588.43
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Vistra Energy (VST) 0.1 $278k +6% 7.2k 38.52
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Global X Fds S&p 500 Covered (XYLD) 0.1 $277k NEW 7.0k 39.44
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $277k NEW 806.00 343.04
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $274k 22k 12.33
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Abrdn Healthcare Opportuniti SHS (THQ) 0.1 $273k 15k 18.11
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Equifax (EFX) 0.1 $272k 1.1k 247.29
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $272k NEW 2.4k 112.47
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Eaton Corp SHS (ETN) 0.1 $270k NEW 1.1k 238.91
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Linde SHS (LIN) 0.1 $269k NEW 718.00 375.26
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Arista Networks (ANET) 0.1 $267k NEW 1.1k 234.55
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Goldman Sachs (GS) 0.1 $266k NEW 691.00 385.22
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $263k NEW 6.2k 42.52
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $260k NEW 3.4k 76.11
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Netflix (NFLX) 0.1 $259k NEW 534.00 484.76
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Rivernorth Flexibl Mun Incm (RFM) 0.1 $259k NEW 17k 15.60
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Medtronic SHS (MDT) 0.1 $256k NEW 3.3k 78.84
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $256k 2.2k 118.92
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Old Republic International Corporation (ORI) 0.1 $252k NEW 8.6k 29.40
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $250k NEW 4.9k 50.97
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Anthem (ELV) 0.1 $249k -8% 528.00 471.92
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Nucor Corporation (NUE) 0.1 $248k NEW 1.4k 174.09
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Voya Financial (VOYA) 0.1 $242k 3.3k 72.96
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Ishares Tr S&p 100 Etf (OEF) 0.1 $240k NEW 1.1k 220.53
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Kla Corp Com New (KLAC) 0.1 $240k NEW 421.00 568.96
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $232k NEW 1.7k 138.13
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Axcelis Technologies Com New (ACLS) 0.1 $232k 1.8k 129.69
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Nuveen Variable Rate Pref Incm Cf (NPFD) 0.1 $231k NEW 14k 16.34
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $231k NEW 4.3k 53.71
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Virtus Allianzgi Artificial (AIO) 0.1 $228k NEW 13k 17.13
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $227k 2.4k 95.90
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Ag Mtg Invt Tr Com New (MITT) 0.1 $227k NEW 36k 6.35
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Trane Technologies SHS (TT) 0.1 $226k NEW 927.00 243.59
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BP Sponsored Adr (BP) 0.1 $223k NEW 6.3k 35.59
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Shake Shack Cl A (SHAK) 0.1 $222k NEW 3.0k 74.12
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Corteva (CTVA) 0.1 $222k +15% 4.6k 47.92
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Green Brick Partners (GRBK) 0.1 $221k NEW 4.2k 51.94
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Iron Mountain (IRM) 0.1 $217k NEW 3.1k 69.92
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Ishares Tr Mbs Etf (MBB) 0.1 $217k NEW 2.3k 94.00
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MGM Resorts International. (MGM) 0.1 $217k NEW 4.9k 44.65
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Ishares Tr Eafe Value Etf (EFV) 0.1 $215k NEW 4.4k 48.48
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Fidelity National Information Services (FIS) 0.1 $214k NEW 3.6k 60.08
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $214k NEW 838.00 255.06
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $214k NEW 2.4k 88.32
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MetLife (MET) 0.1 $213k NEW 3.2k 66.13
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International Flavors & Fragrances (IFF) 0.1 $211k NEW 2.6k 79.99
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Canadian Pacific Kansas City (CP) 0.1 $210k NEW 2.6k 79.49
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Manulife Finl Corp (MFC) 0.1 $209k NEW 9.5k 22.09
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Travelers Companies (TRV) 0.1 $207k NEW 1.1k 190.49
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $202k -6% 3.5k 57.96
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Barrick Gold Corp (GOLD) 0.0 $202k NEW 11k 18.09
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $200k NEW 2.6k 77.37
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Pimco Access Income Fund Shs Benfin Int (PAXS) 0.0 $194k NEW 13k 14.69
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Archrock (AROC) 0.0 $191k +6% 12k 15.39
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Thornburg Income Builder (TBLD) 0.0 $189k NEW 12k 15.38
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Hercules Technology Growth Capital (HTGC) 0.0 $187k 11k 16.67
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Rivernorth Managed (RMM) 0.0 $181k NEW 13k 14.41
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Ofs Capital (OFS) 0.0 $177k 15k 11.70
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Blackrock Multi-sector Incom other (BIT) 0.0 $172k +8% 11k 15.00
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Ford Motor Company (F) 0.0 $167k -36% 14k 11.82
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Pioneer Mun High Income Oppo Common Stock (MIO) 0.0 $161k NEW 15k 10.69
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Eagle Pt Cr (ECC) 0.0 $159k NEW 17k 9.50
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Nuveen Core Plus Impact Fund Com Ben Int (NPCT) 0.0 $153k NEW 15k 10.13
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Csi Compressco Com Unit (CCLP) 0.0 $142k 87k 1.63
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Rivernorth Flexible Municipal Incm Fd II (RFMZ) 0.0 $135k NEW 10k 13.33
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Pimco Municipal Income Fund II (PML) 0.0 $128k 15k 8.30
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Nuveen Municipal Income Fund (NMI) 0.0 $124k 13k 9.20
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Acres Commercial Realty Corp Com New (ACR) 0.0 $114k 12k 9.62
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Triplepoint Venture Gr Bdc cs (TPVG) 0.0 $114k -10% 11k 10.86
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Nuveen Muni Value Fund (NUV) 0.0 $113k 13k 8.60
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Nuveen (NMCO) 0.0 $106k NEW 11k 10.07
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Tpg Re Finance Trust Inc reit (TRTX) 0.0 $67k -18% 10k 6.50
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Lumen Technologies (LUMN) 0.0 $26k -64% 14k 1.83
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Cumberland Pharmaceuticals (CPIX) 0.0 $20k NEW 11k 1.79
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Virios Therapeutics Ord (VIRI) 0.0 $6.3k 11k 0.57
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Past Filings by &partners

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