1620 Investment Advisors

1620 Investment Advisors as of June 30, 2025

Portfolio Holdings for 1620 Investment Advisors

1620 Investment Advisors holds 681 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 3.2 $4.5M 133k 33.58
Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) 2.5 $3.5M 41k 85.34
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 2.3 $3.2M 34k 95.77
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 2.2 $3.1M 107k 29.29
JPMorgan Chase & Co. (JPM) 2.1 $3.0M 10k 289.91
Tri Contl Corp Etf (TY) 2.1 $2.9M 91k 31.66
Freedom 100 Emerging Markets Etf Etf (FRDM) 1.8 $2.5M 63k 40.40
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 1.8 $2.5M 48k 52.76
Schwab Us Tips Etf Etf (SCHP) 1.7 $2.4M 89k 26.68
Microsoft Corporation (MSFT) 1.5 $2.1M 4.3k 497.52
TJX Companies (TJX) 1.5 $2.1M 17k 123.49
Ishares Short-term National Muni Bond Etf Etf (SUB) 1.4 $2.0M 19k 106.34
Apple (AAPL) 1.4 $2.0M 9.8k 205.18
Janus Henderson Securitized Income Etf Etf (JSI) 1.4 $2.0M 37k 52.62
Raytheon Technologies Corp (RTX) 1.3 $1.8M 12k 146.03
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 1.2 $1.7M 43k 40.11
Taiwan Semiconductor Mfg (TSM) 1.2 $1.6M 7.2k 226.49
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 1.1 $1.5M 51k 29.28
Seagate Technology (STX) 1.0 $1.4M 9.9k 144.33
Abbvie (ABBV) 1.0 $1.4M 7.7k 185.63
Epr Properties (EPR) 0.9 $1.3M 23k 58.26
John Hancock Preferred Income Etf Etf (JHPI) 0.9 $1.3M 57k 22.55
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) 0.9 $1.2M 28k 43.17
Vaneck Intermediate Muni Etf Etf (ITM) 0.9 $1.2M 27k 45.47
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.8 $1.2M 47k 25.03
International Business Machines (IBM) 0.8 $1.2M 4.0k 294.85
Chevron Corporation (CVX) 0.8 $1.1M 7.9k 143.20
Verizon Communications (VZ) 0.8 $1.1M 26k 43.27
Novartis (NVS) 0.8 $1.1M 9.0k 121.01
Medtronic (MDT) 0.8 $1.1M 12k 87.17
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.8 $1.1M 12k 92.19
Eaton (ETN) 0.8 $1.1M 3.0k 356.99
Southern Company (SO) 0.7 $1.0M 11k 91.84
Spdr Msci Usa Strategicfactors Etf Etf (QUS) 0.7 $996k 6.1k 163.11
Marathon Petroleum Corp (MPC) 0.7 $951k 5.7k 166.13
Pfizer (PFE) 0.7 $927k 38k 24.24
Ares Capital Corporation (ARCC) 0.6 $913k 42k 21.96
Williams Companies (WMB) 0.6 $903k 14k 62.81
Johnson Controls International Plc equity (JCI) 0.6 $853k 8.1k 105.62
Kinder Morgan (KMI) 0.6 $819k 28k 29.40
Tortoise Energy Infrastructure closed end funds (TYG) 0.6 $812k 19k 43.89
Mondelez Int (MDLZ) 0.6 $812k 12k 67.44
Broadcom (AVGO) 0.6 $811k 2.9k 275.70
Home Depot (HD) 0.6 $805k 2.2k 366.64
Wal-Mart Stores (WMT) 0.6 $793k 8.1k 97.79
Federated Investors (FHI) 0.6 $786k 18k 44.32
Blackstone Group Inc Com Cl A (BX) 0.6 $784k 5.2k 149.60
Berkshire Hathaway (BRK.B) 0.6 $778k 1.6k 485.95
Walt Disney Company (DIS) 0.6 $777k 6.3k 124.01
Amazon (AMZN) 0.5 $765k 3.5k 219.39
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.5 $759k 8.1k 93.79
NetApp (NTAP) 0.5 $755k 7.1k 106.56
At&t (T) 0.5 $750k 26k 28.94
Gilead Sciences (GILD) 0.5 $723k 6.5k 110.87
Oracle Corporation (ORCL) 0.5 $710k 3.2k 218.69
RPM International (RPM) 0.5 $703k 6.4k 109.85
Powell Industries (POWL) 0.5 $695k 3.3k 210.45
AstraZeneca (AZN) 0.5 $695k 9.9k 69.88
Invitation Homes (INVH) 0.5 $685k 21k 32.80
Lincoln National Corporation (LNC) 0.5 $680k 20k 34.60
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.5 $670k 15k 45.44
Pepsi (PEP) 0.5 $667k 5.1k 132.06
Starwood Property Trust (STWD) 0.5 $665k 33k 20.07
Bristol Myers Squibb (BMY) 0.5 $653k 14k 46.29
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.5 $646k 27k 24.38
Agree Realty Corporation (ADC) 0.5 $639k 8.7k 73.07
Corning Incorporated (GLW) 0.4 $634k 12k 52.59
Travelers Companies (TRV) 0.4 $633k 2.4k 267.62
Invesco Preferred Etf Etf (PGX) 0.4 $628k 56k 11.13
Renaissancere Hldgs Ltd 5.750 Pfd F PFD (RNR.PF) 0.4 $617k 29k 21.20
Tapestry (TPR) 0.4 $613k 7.0k 87.82
Cheniere Energy (LNG) 0.4 $601k 2.5k 243.52
Exxon Mobil Corporation (XOM) 0.4 $589k 5.5k 107.80
Hercules Technology Growth Capital (HTGC) 0.4 $573k 31k 18.28
Cardinal Health (CAH) 0.4 $560k 3.3k 168.00
Lear Corporation (LEA) 0.4 $554k 5.8k 94.98
T. Rowe Price Floating Rate Etf Etf (TFLR) 0.4 $536k 10k 51.43
Public Service Enterprise (PEG) 0.4 $527k 6.3k 84.18
MercadoLibre (MELI) 0.4 $518k 198.00 2614.19
New Residential Investment (RITM) 0.4 $514k 46k 11.29
Allstate Corp 4.75 Dp Sh Pf I PFD (ALL.PI) 0.4 $511k 27k 19.06
Dominion Resources (D) 0.4 $509k 9.0k 56.52
DiamondRock Hospitality Company (DRH) 0.4 $507k 66k 7.66
Palo Alto Networks (PANW) 0.4 $500k 2.4k 204.71
Public Storage Oper Co 4.125 Dp Sh Pf M PFD (PSA.PM) 0.4 $498k 30k 16.58
Alphabet Inc Class A cs (GOOGL) 0.4 $498k 2.8k 176.25
Ralph Lauren Corp (RL) 0.3 $491k 1.8k 274.28
Kimberly-Clark Corporation (KMB) 0.3 $473k 3.7k 128.95
Oneok (OKE) 0.3 $472k 5.8k 81.63
Abbott Laboratories (ABT) 0.3 $469k 3.4k 136.03
Darden Restaurants (DRI) 0.3 $465k 2.1k 217.97
Garmin (GRMN) 0.3 $464k 2.2k 208.77
Constellation Brands (STZ) 0.3 $459k 2.8k 162.68
Pinnacle West Capital Corporation (PNW) 0.3 $449k 5.0k 89.47
Altria (MO) 0.3 $446k 7.6k 58.63
Johnson & Johnson (JNJ) 0.3 $431k 2.8k 152.78
Ryder System (R) 0.3 $429k 2.7k 159.00
Gaming & Leisure Pptys (GLPI) 0.3 $426k 9.1k 46.68
Cousins Properties (CUZ) 0.3 $419k 14k 30.03
Enterprise Products Partners (EPD) 0.3 $415k 13k 31.01
Diamondrock Hospitality Co 8.25 Sr A Pfd Sh PFD (DRH.PA) 0.3 $412k 17k 24.47
Texas Instruments Incorporated (TXN) 0.3 $408k 2.0k 207.71
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $408k 4.4k 92.63
Dupont De Nemours (DD) 0.3 $408k 5.9k 68.59
Fs Kkr Capital Corp (FSK) 0.3 $382k 18k 20.75
Newtek Business Svcs (NEWT) 0.3 $381k 34k 11.28
Alexander & Baldwin (ALEX) 0.3 $378k 21k 17.83
Hannon Armstrong (HASI) 0.3 $375k 14k 26.86
General Dynamics Corporation (GD) 0.3 $367k 1.3k 291.66
SYSCO Corporation (SYY) 0.3 $362k 4.8k 75.74
Citizens Financial (CFG) 0.3 $357k 8.0k 44.75
Air Products & Chemicals (APD) 0.2 $350k 1.2k 282.06
Dentsply Sirona (XRAY) 0.2 $348k 22k 15.88
Global X Emerging Markets Bond Etf Etf (EMBD) 0.2 $345k 15k 23.32
Total (TTE) 0.2 $337k 5.5k 61.39
Hasbro (HAS) 0.2 $323k 4.4k 73.82
Tanger Factory Outlet Centers (SKT) 0.2 $317k 10k 30.58
Global X U.s. Preferred Etf Etf (PFFD) 0.2 $315k 17k 18.83
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $313k 3.8k 82.86
Monro Muffler Brake (MNRO) 0.2 $309k 21k 14.91
Magna Intl Inc cl a (MGA) 0.2 $308k 8.0k 38.61
Sapiens International Corp (SPNS) 0.2 $307k 11k 29.25
Morgan Stanley Pfd A 1/1000 PFD (MS.PA) 0.2 $302k 14k 21.33
Ishares Russell 2500 Etf Etf (SMMD) 0.2 $296k 4.4k 67.78
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.2 $292k 13k 22.59
Unitil Corporation (UTL) 0.2 $284k 5.4k 52.15
Spdr Gold Shares Etf (GLD) 0.2 $277k 909.00 304.83
Thermo Fisher Scientific (TMO) 0.2 $275k 678.00 405.46
Truist Financial Corp equities (TFC) 0.2 $274k 6.4k 42.99
Magnite Ord (MGNI) 0.2 $271k 11k 24.12
Innovative Industria A (IIPR) 0.2 $268k 4.9k 55.23
Best Buy (BBY) 0.2 $259k 3.9k 67.13
Arthur J. Gallagher & Co. (AJG) 0.2 $259k 808.00 320.12
Four Corners Ppty Tr (FCPT) 0.2 $254k 9.4k 26.91
Bk Nova Cad (BNS) 0.2 $252k 4.6k 55.27
Graphic Packaging Holding Company (GPK) 0.2 $249k 12k 21.07
V.F. Corporation (VFC) 0.2 $244k 21k 11.75
Invesco Senior Loan Etf Etf (BKLN) 0.2 $243k 12k 20.92
Shift4 Payments Cl A Ord (FOUR) 0.2 $231k 2.3k 99.14
H&R Block (HRB) 0.2 $227k 4.1k 54.90
Cisco Systems (CSCO) 0.2 $223k 3.2k 69.38
Healthequity (HQY) 0.2 $219k 2.1k 104.76
Automatic Data Processing (ADP) 0.1 $211k 685.00 308.40
Dick's Sporting Goods (DKS) 0.1 $209k 1.1k 197.81
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $209k 7.9k 26.50
Fidelity National Information Services (FIS) 0.1 $204k 2.5k 81.41
American Express Company (AXP) 0.1 $204k 638.00 319.23
Miller Industries (MLR) 0.1 $202k 4.5k 44.46
Paypal Holdings (PYPL) 0.1 $200k 2.7k 74.34
GXO Logistics (GXO) 0.1 $196k 4.0k 48.70
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) 0.1 $193k 4.3k 44.67
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $192k 789.00 243.02
Valero Energy Corporation (VLO) 0.1 $185k 1.4k 134.42
Tesla Motors (TSLA) 0.1 $183k 575.00 318.05
Compass Diversified 7.250 Pfd Ser A PFD (CODI.PA) 0.1 $183k 11k 16.73
Cullen/Frost Bankers (CFR) 0.1 $181k 1.4k 128.54
Visa (V) 0.1 $179k 503.00 355.75
CVS Caremark Corporation (CVS) 0.1 $178k 2.6k 68.98
Enbridge (ENB) 0.1 $175k 3.9k 45.32
Boston Beer Company (SAM) 0.1 $174k 912.00 190.81
Micron Technology (MU) 0.1 $171k 1.4k 123.25
Ciena Corporation (CIEN) 0.1 $171k 2.1k 81.34
Marvell Technology (MRVL) 0.1 $170k 2.2k 77.40
Allegro Microsystems Ord (ALGM) 0.1 $169k 4.9k 34.19
MKS Instruments (MKSI) 0.1 $169k 1.7k 99.40
NVIDIA Corporation (NVDA) 0.1 $167k 1.1k 158.09
Uber Technologies (UBER) 0.1 $166k 1.8k 93.31
Entegris (ENTG) 0.1 $165k 2.0k 80.65
Expedia (EXPE) 0.1 $161k 955.00 168.68
Amkor Technology (AMKR) 0.1 $160k 7.6k 20.99
Avantis International Equity Etf Etf (AVDE) 0.1 $159k 2.1k 74.01
Vita Coco Co Inc/the (COCO) 0.1 $158k 4.4k 36.10
Celsius Holdings (CELH) 0.1 $157k 3.4k 46.39
Guess? (GES) 0.1 $156k 13k 12.09
FedEx Corporation (FDX) 0.1 $154k 676.00 227.42
Eli Lilly & Co. (LLY) 0.1 $153k 196.00 782.52
Coherent Corp (COHR) 0.1 $153k 1.7k 89.23
Kroger (KR) 0.1 $153k 2.1k 71.73
Flex Lng (FLNG) 0.1 $151k 6.9k 21.98
Applied Materials (AMAT) 0.1 $150k 819.00 183.08
Tg Therapeutics (TGTX) 0.1 $147k 4.1k 35.99
Hexcel Corporation (HXL) 0.1 $147k 2.6k 56.49
Copart (CPRT) 0.1 $145k 2.9k 49.07
Dover Corporation (DOV) 0.1 $144k 788.00 183.23
Lam Research (LRCX) 0.1 $144k 1.5k 97.34
Lennar Corporation (LEN) 0.1 $138k 1.2k 110.63
Diamondback Energy (FANG) 0.1 $136k 987.00 137.47
Twilio Inc cl a (TWLO) 0.1 $135k 1.1k 124.36
Pinterest Inc Cl A (PINS) 0.1 $133k 3.7k 35.86
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $131k 2.7k 48.24
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $131k 1.3k 99.32
International Flavors & Fragrances (IFF) 0.1 $130k 1.8k 73.55
Procter & Gamble Company (PG) 0.1 $129k 811.00 159.32
Q2 Holdings (QTWO) 0.1 $128k 1.4k 93.59
Ss&c Technologies Holding (SSNC) 0.1 $128k 1.5k 82.80
Bassett Furniture Industries (BSET) 0.1 $127k 8.4k 15.20
American Electric Power Company (AEP) 0.1 $127k 1.2k 103.76
Regal-beloit Corporation (RRX) 0.1 $126k 869.00 144.96
Adobe Systems Incorporated (ADBE) 0.1 $125k 324.00 386.88
Global Payments (GPN) 0.1 $125k 1.6k 80.04
Emerson Electric (EMR) 0.1 $124k 929.00 133.33
Fortis (FTS) 0.1 $122k 2.6k 47.73
Compass (COMP) 0.1 $122k 19k 6.28
Euronet Worldwide (EEFT) 0.1 $119k 1.2k 101.38
Canadian Natl Ry (CNI) 0.1 $118k 1.1k 104.04
Ameriprise Financial (AMP) 0.1 $117k 220.00 533.73
Analog Devices (ADI) 0.1 $117k 493.00 238.16
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $117k 1.4k 81.86
Zebra Technologies (ZBRA) 0.1 $116k 377.00 308.36
Lockheed Martin Corporation (LMT) 0.1 $116k 251.00 463.14
Neurocrine Biosciences (NBIX) 0.1 $116k 924.00 125.69
Netflix (NFLX) 0.1 $115k 85.00 1351.12
Toast (TOST) 0.1 $112k 2.5k 44.29
Canadian Pacific Kansas City (CP) 0.1 $112k 1.4k 79.27
United Therapeutics Corporation (UTHR) 0.1 $111k 386.00 287.35
Samsung Electronics Co Ltd Ord (SSNLF) 0.1 $111k 2.5k 44.31
James Hardie Industries SE 0.1 $110k 4.1k 26.89
Microchip Technology (MCHP) 0.1 $110k 1.6k 70.37
Bank of New York Mellon Corporation (BK) 0.1 $109k 1.2k 91.11
Nextracker (NXT) 0.1 $109k 2.0k 54.37
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $109k 4.8k 22.76
Azek (AZEK) 0.1 $108k 2.0k 54.35
Fastenal Company (FAST) 0.1 $104k 2.5k 42.01
Generac Holdings (GNRC) 0.1 $104k 727.00 143.21
Ultra Clean Holdings (UCTT) 0.1 $104k 987.00 105.16
TowneBank (TOWN) 0.1 $102k 3.0k 34.18
Boston Properties (BXP) 0.1 $102k 1.5k 67.47
Valvoline Inc Common (VVV) 0.1 $100k 2.7k 37.87
Eastern Bankshares (EBC) 0.1 $100k 6.5k 15.27
Jpmorgan Municipal Etf Etf (JMUB) 0.1 $100k 2.0k 49.64
Keurig Dr Pepper (KDP) 0.1 $100k 3.0k 33.07
Entergy Corporation (ETR) 0.1 $100k 1.2k 83.12
Equity Residential Sh Ben Int Reit (EQR) 0.1 $98k 1.5k 67.49
Minerals Technologies (MTX) 0.1 $97k 1.8k 55.07
Teradyne (TER) 0.1 $97k 1.1k 89.92
Rockwell Automation (ROK) 0.1 $95k 287.00 332.17
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $95k 799.00 119.09
Hudson Technologies (HDSN) 0.1 $95k 12k 8.12
Hartford Financial Services (HIG) 0.1 $95k 745.00 126.90
Roper Industries (ROP) 0.1 $92k 163.00 566.84
Colgate-Palmolive Company (CL) 0.1 $92k 1.0k 90.90
NetGear (NTGR) 0.1 $91k 3.1k 29.07
General Electric (GE) 0.1 $90k 349.00 257.86
Public Storage Oper Co 3.875 Dep Pfd N PFD (PSA.PN) 0.1 $90k 5.9k 15.30
Advanced Micro Devices (AMD) 0.1 $87k 614.00 141.93
Terex Corporation (TEX) 0.1 $86k 1.9k 46.69
Compass Diversified Holdings (CODI) 0.1 $86k 14k 6.28
Facebook Inc cl a (META) 0.1 $85k 115.00 738.49
PDF Solutions (PDFS) 0.1 $84k 3.9k 21.38
Cinemark Holdings (CNK) 0.1 $84k 2.8k 30.18
AZZ Incorporated (AZZ) 0.1 $83k 883.00 94.48
Ida (IDA) 0.1 $83k 720.00 115.45
PriceSmart (PSMT) 0.1 $82k 782.00 105.04
Tactile Systems Technology, In (TCMD) 0.1 $81k 8.0k 10.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $81k 181.00 445.50
Sprott Asset Management Lp Physical Gold Tr Etf (PHYS) 0.1 $79k 3.1k 25.35
Trade Desk (TTD) 0.1 $79k 1.1k 72.01
Schlumberger (SLB) 0.1 $79k 2.3k 33.80
Cognex Corporation (CGNX) 0.1 $78k 2.5k 31.72
M&T Bank Corporation (MTB) 0.1 $78k 400.00 193.99
Amgen (AMGN) 0.1 $78k 277.00 280.03
Okta Inc cl a (OKTA) 0.1 $76k 764.00 99.97
Epam Systems (EPAM) 0.1 $76k 429.00 176.82
Alcoa (AA) 0.1 $76k 2.6k 29.51
UnitedHealth (UNH) 0.1 $75k 240.00 311.97
Tarsus Pharmaceuticals (TARS) 0.1 $74k 1.8k 40.51
American Tower Reit (AMT) 0.1 $71k 322.00 221.49
Investors Title Company (ITIC) 0.1 $71k 336.00 211.30
Boot Barn Hldgs (BOOT) 0.1 $71k 465.00 152.00
Cirrus Logic (CRUS) 0.0 $69k 665.00 104.26
Synchrony Financial (SYF) 0.0 $68k 1.0k 66.74
Omnicell (OMCL) 0.0 $68k 2.3k 29.40
National Storage Affiliates shs ben int (NSA) 0.0 $67k 2.1k 31.99
Vanguard S&p 500 Etf Etf (VOO) 0.0 $67k 118.00 568.03
Proshares Merger Etf Etf (MRGR) 0.0 $67k 1.6k 41.98
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $67k 1.3k 50.92
Merck & Co (MRK) 0.0 $67k 842.00 79.17
Sandoz Group (SDZNY) 0.0 $66k 1.2k 54.66
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.0 $66k 826.00 79.59
Insulet Corporation (PODD) 0.0 $65k 207.00 314.18
Starbucks Corporation (SBUX) 0.0 $64k 698.00 91.63
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $63k 124.00 510.98
Equinix (EQIX) 0.0 $63k 79.00 801.58
T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) 0.0 $61k 1.2k 49.75
BJ's Restaurants (BJRI) 0.0 $61k 1.4k 44.60
First Watch Restaurant Groupco (FWRG) 0.0 $61k 3.8k 16.04
LKQ Corporation (LKQ) 0.0 $61k 1.6k 37.01
Fluor Corporation (FLR) 0.0 $60k 1.2k 51.27
One Gas (OGS) 0.0 $60k 832.00 71.86
Teladoc Health Stock (TDOC) 0.0 $59k 6.7k 8.71
Alphabet Inc Class C cs (GOOG) 0.0 $58k 325.00 177.91
Essex Property Trust (ESS) 0.0 $57k 200.00 283.40
Bofi Holding (AX) 0.0 $56k 740.00 76.04
InterDigital (IDCC) 0.0 $56k 249.00 224.23
State Street Corporation (STT) 0.0 $55k 519.00 106.34
Toll Brothers (TOL) 0.0 $55k 481.00 114.13
Coca-Cola Company (KO) 0.0 $53k 755.00 70.75
Ishares Russell 3000 Etf Etf (IWV) 0.0 $52k 148.00 351.00
Vanguard Real Estate Etf Etf (VNQ) 0.0 $52k 583.00 89.06
Capital Group International Focus Equity Etf Etf (CGXU) 0.0 $52k 1.9k 27.13
Nuveen Massachusetts Pre Income Mun (NMT) 0.0 $50k 4.3k 11.76
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) 0.0 $50k 551.00 90.17
Biolife Solutions (BLFS) 0.0 $49k 2.3k 21.54
Chewy Inc cl a (CHWY) 0.0 $49k 1.2k 42.62
Yum! Brands (YUM) 0.0 $49k 330.00 148.18
Iac Interactivecorp (IAC) 0.0 $49k 1.3k 37.34
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) 0.0 $49k 430.00 113.06
Honeywell International (HON) 0.0 $48k 205.00 232.88
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $48k 1.0k 46.34
Allstate Corp 7.375 Dep Pfd J PFD (ALL.PJ) 0.0 $48k 1.8k 26.09
Permian Resources Corp Class A (PR) 0.0 $47k 3.5k 13.62
Duke Energy (DUK) 0.0 $47k 398.00 118.11
Unum (UNM) 0.0 $47k 581.00 80.76
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $47k 427.00 109.61
Renaissancere Hldgs Ltd 4.20 Dep Pfd G PFD (RNR.PG) 0.0 $47k 3.0k 15.55
Spdr S&p 500 Etf Trust Etf (SPY) 0.0 $46k 74.00 625.97
Host Hotels & Resorts (HST) 0.0 $45k 2.9k 15.36
Ge Vernova (GEV) 0.0 $44k 84.00 529.15
Intel Corporation (INTC) 0.0 $44k 2.0k 22.40
Ishares Gold Trust Etf (IAU) 0.0 $44k 708.00 62.36
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $43k 862.00 50.21
Cyberark Software (CYBR) 0.0 $43k 106.00 406.88
Sunstone Hotel Investors (SHO) 0.0 $43k 5.0k 8.68
Aris Water Solution Inc-a (ARIS) 0.0 $43k 1.8k 23.65
Danaher Corporation (DHR) 0.0 $43k 216.00 197.54
Ameris Ban (ABCB) 0.0 $42k 653.00 64.70
Amcor (AMCR) 0.0 $42k 4.5k 9.19
Realty Income (O) 0.0 $42k 720.00 57.61
Jpmorgan Chase & Co. 6 Dep Ncm Pfd Ee PFD (JPM.PC) 0.0 $42k 1.6k 25.21
KLA-Tencor Corporation (KLAC) 0.0 $41k 45.00 912.69
Vornado Realty Trust (VNO) 0.0 $40k 1.1k 38.24
Hanover Insurance (THG) 0.0 $40k 234.00 169.87
Technipfmc (FTI) 0.0 $40k 1.2k 34.44
Carnival Corporation (CCL) 0.0 $39k 1.4k 28.12
Tc Energy Corp (TRP) 0.0 $39k 800.00 48.79
Embraer S A (ERJ) 0.0 $39k 685.00 56.91
McCormick & Company, Incorporated (MKC) 0.0 $38k 500.00 75.82
Ishares Select Dividend Etf Etf (DVY) 0.0 $38k 283.00 133.08
Peak (DOC) 0.0 $37k 2.1k 17.51
Caterpillar (CAT) 0.0 $36k 92.00 388.21
Norfolk Southern (NSC) 0.0 $35k 136.00 255.97
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $34k 642.00 53.29
Vital Farms (VITL) 0.0 $34k 888.00 38.52
Cabot Corporation (CBT) 0.0 $34k 451.00 75.00
Nuscale PWR Corp (SMR) 0.0 $34k 850.00 39.56
Carrier Global Corporation (CARR) 0.0 $34k 458.00 73.19
Under Armour (UAA) 0.0 $33k 545.00 61.17
Ofg Ban (OFG) 0.0 $33k 765.00 42.80
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $33k 107.00 303.93
Avery Dennison Corporation (AVY) 0.0 $33k 185.00 175.47
Heidrick & Struggles International (HSII) 0.0 $31k 680.00 45.76
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.0 $31k 1.2k 26.53
Progyny (PGNY) 0.0 $31k 1.4k 22.00
Invesco Galaxy Bitcoin Etf Etf (BTCO) 0.0 $31k 285.00 107.53
salesforce (CRM) 0.0 $30k 109.00 274.41
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $30k 305.00 97.27
Bank America Corp Dp Sh Ncum Nn PFD (BAC.PO) 0.0 $30k 1.6k 17.96
Goosehead Ins (GSHD) 0.0 $29k 275.00 105.51
Alerian Mlp Etf Etf (AMLP) 0.0 $29k 591.00 48.86
Innovex International (INVX) 0.0 $29k 1.8k 15.62
Universal Display Corporation (OLED) 0.0 $29k 186.00 154.46
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $29k 600.00 47.83
Bank Of Montreal Cadcom (BMO) 0.0 $29k 259.00 110.63
Linde (LIN) 0.0 $29k 60.00 476.18
CONMED Corporation (CNMD) 0.0 $28k 537.00 52.08
BioMarin Pharmaceutical (BMRN) 0.0 $28k 503.00 54.97
Hilltop Holdings (HTH) 0.0 $28k 909.00 30.35
Pershing Square T 25 WTS Pending Receipt Of 0.0 $28k 2.0k 13.94
Square Inc cl a (XYZ) 0.0 $27k 404.00 67.93
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $27k 440.00 61.21
Hamilton Beach Brand (HBB) 0.0 $26k 1.5k 17.89
Flexsteel Industries (FLXS) 0.0 $26k 731.00 36.03
Columbia Banking System (COLB) 0.0 $26k 1.1k 23.38
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $26k 845.00 30.83
Metropcs Communications (TMUS) 0.0 $25k 104.00 239.87
Wolverine World Wide (WWW) 0.0 $25k 1.4k 18.08
Vanguard S&p 500 Value Etf Etf (VOOV) 0.0 $25k 130.00 188.71
Iradimed (IRMD) 0.0 $24k 405.00 59.79
MetLife (MET) 0.0 $24k 292.00 80.42
Pacira Pharmaceuticals (PCRX) 0.0 $23k 977.00 23.90
Brunswick Corp 6.375 Sr Nt 49 PFD (BC.PC) 0.0 $23k 960.00 24.16
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $22k 36.00 620.89
Wix (WIX) 0.0 $22k 141.00 158.46
Dimensional International Value Etf Etf (DFIV) 0.0 $22k 520.00 42.83
Spdr Portfolio Tips Etf Etf (SPIP) 0.0 $22k 850.00 26.06
Werner Enterprises (WERN) 0.0 $22k 805.00 27.36
W.W. Grainger (GWW) 0.0 $22k 21.00 1043.71
Jpmorgan Chase & Co. 4.625 Dep Pfd Ll PFD (JPM.PL) 0.0 $22k 1.1k 19.55
Citigroup (C) 0.0 $21k 251.00 85.37
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.0 $21k 649.00 32.89
Cognizant Technology Solutions (CTSH) 0.0 $21k 270.00 78.03
Vishay Precision (VPG) 0.0 $21k 741.00 28.10
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $21k 813.00 25.60
Allegiant Travel Company (ALGT) 0.0 $21k 375.00 54.95
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $21k 100.00 204.67
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $21k 360.00 56.85
Procore Technologies (PCOR) 0.0 $20k 296.00 68.42
Trane Technologies (TT) 0.0 $20k 46.00 438.80
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $20k 147.00 133.31
Sun Communities (SUI) 0.0 $20k 154.00 126.49
Grayscale Ethereum Trust Etf Etf (ETHE) 0.0 $19k 925.00 20.86
Alaska Air (ALK) 0.0 $19k 386.00 49.48
U.S. Bancorp (USB) 0.0 $19k 420.00 45.30
Intuitive Surgical (ISRG) 0.0 $19k 34.00 549.18
Ishares U.s. Basic Materials Etf Etf (IYM) 0.0 $18k 130.00 140.01
Kalvista Pharmaceuticals (KALV) 0.0 $18k 1.6k 11.30
Phillips Edison & Co (PECO) 0.0 $18k 510.00 35.03
Tcw Core Plus Bond Etf Etf (FIXT) 0.0 $18k 466.00 38.20
Target Corporation (TGT) 0.0 $18k 180.00 98.65
Blade Air Mobility (SRTA) 0.0 $18k 4.4k 4.03
Tripadvisor (TRIP) 0.0 $18k 1.4k 13.05
Costco Wholesale Corporation (COST) 0.0 $17k 17.00 1024.65
Republic Services (RSG) 0.0 $17k 70.00 248.76
Vaneck Morningstar Smid Moat Etf Etf (SMOT) 0.0 $17k 500.00 34.80
MiMedx (MDXG) 0.0 $17k 2.7k 6.11
Stepan Company (SCL) 0.0 $17k 305.00 54.58
Synaptics, Incorporated (SYNA) 0.0 $16k 242.00 64.82
Amphastar Pharmaceuticals (AMPH) 0.0 $16k 682.00 22.96
Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ) 0.0 $16k 681.00 22.87
Spotify Technology Sa (SPOT) 0.0 $15k 20.00 767.35
Nucor Corporation (NUE) 0.0 $15k 112.00 129.54
Hershey Company (HSY) 0.0 $14k 86.00 165.95
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.0 $14k 282.00 50.31
National Fuel Gas (NFG) 0.0 $14k 166.00 84.71
Federal Natl Mtg Assn Pfd8.25ser S PFD (FNMAS) 0.0 $14k 925.00 15.00
Schwab Charles Corp Dep Shs 1/40 P PFD (SCHW.PD) 0.0 $14k 555.00 24.66
Yum China Holdings (YUMC) 0.0 $13k 300.00 44.71
Albemarle Corporation (ALB) 0.0 $13k 214.00 62.67
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND) 0.0 $13k 620.00 21.40
Ishares Msci Eafe Etf Etf (EFA) 0.0 $13k 147.00 89.39
Morgan Stanley 6.625 Pfd Ser Q PFD (MS.PQ) 0.0 $13k 500.00 25.85
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $13k 317.00 40.02
Lowe's Companies (LOW) 0.0 $13k 57.00 221.88
Cleveland-cliffs (CLF) 0.0 $13k 1.7k 7.60
Janus Henderson Short Duration Income Etf Etf (VNLA) 0.0 $13k 255.00 49.20
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.0 $13k 379.00 33.01
Hldgs (UAL) 0.0 $13k 157.00 79.63
Comcast Corporation (CMCSA) 0.0 $13k 350.00 35.69
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $13k 124.00 100.53
Dole Food Company 0.0 $13k 890.00 13.99
Intellia Therapeutics (NTLA) 0.0 $12k 1.3k 9.38
Sempra Energy (SRE) 0.0 $12k 156.00 75.77
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.0 $12k 450.00 25.48
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $11k 140.00 81.66
Illinois Tool Works (ITW) 0.0 $11k 46.00 247.26
Freeport-McMoRan Copper & Gold (FCX) 0.0 $11k 260.00 43.35
Digital Rlty Tr Inc 5.850 Pfd Sr K PFD (DLR.PK) 0.0 $11k 480.00 22.95
White Mountains Insurance Gp (WTM) 0.0 $11k 6.00 1795.67
CF Industries Holdings (CF) 0.0 $11k 117.00 92.00
Astria Therapeutics (ATXS) 0.0 $11k 2.0k 5.36
Commercial Metals Company (CMC) 0.0 $11k 218.00 48.91
Seritage Growth Pptys Cl A (SRG) 0.0 $10k 3.4k 3.08
Iron Mountain (IRM) 0.0 $10k 100.00 102.57
Vaneck Ig Floating Rate Etf Etf (FLTR) 0.0 $10k 400.00 25.50
Bank of America Corporation (BAC) 0.0 $10k 215.00 47.32
National Grid Plc Ord (NGGTF) 0.0 $10k 693.00 14.61
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.0 $9.9k 100.00 99.43
Steel Dynamics (STLD) 0.0 $9.9k 77.00 128.01
Jpmorgan Chase & Co. 5.75 Shs Pfd Dd PFD (JPM.PD) 0.0 $9.8k 400.00 24.57
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $9.6k 456.00 21.16
McDonald's Corporation (MCD) 0.0 $9.6k 33.00 292.18
FirstEnergy (FE) 0.0 $9.6k 238.00 40.26
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.0 $9.6k 105.00 91.10
Nextera Energy (NEE) 0.0 $9.4k 136.00 69.42
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $9.4k 456.00 20.68
Abb (ABBNY) 0.0 $9.2k 155.00 59.67
Moody's Corporation (MCO) 0.0 $9.0k 17.00 529.76
Independent Bank (INDB) 0.0 $9.0k 143.00 62.89
Zimmer Holdings (ZBH) 0.0 $8.9k 98.00 91.21
Dollar General (DG) 0.0 $8.6k 75.00 115.09
Qualcomm (QCOM) 0.0 $8.5k 53.00 160.94
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $8.5k 78.00 109.29
Public Storage (PSA) 0.0 $8.5k 29.00 293.41
Invesco Cef Income Composite Etf Etf (PCEF) 0.0 $8.5k 435.00 19.54
PPL Corporation (PPL) 0.0 $8.5k 250.00 33.89
Ishares International Select Dividend Etf Etf (IDV) 0.0 $8.5k 245.00 34.51
Natera (NTRA) 0.0 $8.4k 50.00 168.94
Philip Morris International (PM) 0.0 $8.4k 46.00 182.13
Shopify Inc cl a (SHOP) 0.0 $8.3k 72.00 115.35
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $8.3k 100.00 82.92
Capital Group Growth Etf Etf (CGGR) 0.0 $8.2k 201.00 40.65
Bar Harbor Bankshares (BHB) 0.0 $8.1k 270.00 29.96
Rb Global (RBA) 0.0 $8.1k 76.00 106.18
Constellation Energy (CEG) 0.0 $8.1k 25.00 322.76
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $8.0k 97.00 82.66
Kyndryl Holdings Ord Wi (KD) 0.0 $8.0k 191.00 41.96
Affiliated Managers (AMG) 0.0 $7.9k 40.00 196.78
Allstate Corporation (ALL) 0.0 $7.8k 38.00 206.13
Nutanix Inc cl a (NTNX) 0.0 $7.7k 101.00 76.44
Ge Healthcare Technologies I (GEHC) 0.0 $7.7k 104.00 74.07
Sprott Asset Management Lp Physical Gold An Etf (CEF) 0.0 $7.7k 255.00 30.10
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.0 $7.6k 206.00 36.92
Ingersoll Rand (IR) 0.0 $7.5k 90.00 83.34
Kontoor Brands (KTB) 0.0 $7.3k 110.00 65.97
JetBlue Airways Corporation (JBLU) 0.0 $7.2k 1.7k 4.23
Centene Corporation (CNC) 0.0 $7.1k 130.00 54.28
Invesco Wilderhill Clean Energy Etf Etf (PBW) 0.0 $7.0k 351.00 19.92
Hyatt Hotels Corporation (H) 0.0 $7.0k 50.00 139.66
Snap-on Incorporated (SNA) 0.0 $6.8k 22.00 311.18
Western Digital (WDC) 0.0 $6.7k 105.00 63.99
Dt Midstream (DTM) 0.0 $6.7k 61.00 109.92
Truist Finl Corp Dp Sh Rp Pfd R PFD (TFC.PR) 0.0 $6.6k 350.00 18.96
Novo Nordisk A/S (NVO) 0.0 $6.6k 96.00 69.02
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) 0.0 $6.5k 226.00 28.77
Hess (HES) 0.0 $6.4k 46.00 138.54
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $6.3k 100.00 63.14
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $6.3k 536.00 11.77
Barrick Gold Corp (GOLD) 0.0 $6.2k 300.00 20.82
Wec Energy Group (WEC) 0.0 $6.1k 59.00 104.20
Warner Bros. Discovery (WBD) 0.0 $6.1k 533.00 11.46
Chubb (CB) 0.0 $6.1k 21.00 289.71
Dollar Tree (DLTR) 0.0 $6.0k 61.00 99.03
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $6.0k 118.00 51.15
Coinbase Global (COIN) 0.0 $6.0k 17.00 350.47
Public Storage Oper Co 3.900 Dep Pfd O PFD (PSA.PO) 0.0 $5.9k 380.00 15.41
Waste Management (WM) 0.0 $5.8k 25.00 232.56
BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $5.7k 600.00 9.53
Ishares Mbs Etf Etf (MBB) 0.0 $5.6k 60.00 93.88
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD) 0.0 $5.5k 200.00 27.54
Public Storage Oper Co 3.950 Dep Pfd Q PFD (PSA.PQ) 0.0 $5.5k 350.00 15.70
Blackrock (BLK) 0.0 $5.4k 5.00 1078.60
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.0 $5.4k 126.00 42.60
General Mills (GIS) 0.0 $5.3k 103.00 51.81
Union Pacific Corporation (UNP) 0.0 $5.1k 22.00 230.09
DTE Energy Company (DTE) 0.0 $5.0k 38.00 132.45
Elf Beauty (ELF) 0.0 $5.0k 40.00 124.45
Core Molding Technologies (CMT) 0.0 $4.9k 293.00 16.59
United Parcel Service (UPS) 0.0 $4.8k 48.00 100.94
Viatris (VTRS) 0.0 $4.7k 530.00 8.93
Skechers USA 0.0 $4.7k 75.00 63.11
DaVita (DVA) 0.0 $4.7k 33.00 142.45
Clean Harbors (CLH) 0.0 $4.6k 20.00 231.20
Wabtec Corporation (WAB) 0.0 $4.6k 22.00 209.36
Diageo (DEO) 0.0 $4.4k 43.00 102.44
Southern Co 4.20 Nt S20c 60 PFD (SOJE) 0.0 $4.4k 250.00 17.57
Warby Parker (WRBY) 0.0 $4.4k 200.00 21.93
Wisdomtree Japan Smallcap Dividend Fund Etf (DFJ) 0.0 $4.3k 50.00 85.70
Foot Locker 0.0 $4.3k 174.00 24.50
Ishares China Large-cap Etf Etf (FXI) 0.0 $4.2k 115.00 36.76
Karat Packaging (KRT) 0.0 $4.2k 150.00 28.16
Shake Shack Inc cl a (SHAK) 0.0 $4.2k 30.00 140.60
New York Times Company (NYT) 0.0 $4.2k 75.00 55.99
South Bow Corp (SOBO) 0.0 $4.1k 160.00 25.91
Axon Enterprise (AXON) 0.0 $4.1k 5.00 828.00
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.0 $4.1k 137.00 30.19
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.0 $4.1k 55.00 74.89
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.0 $4.1k 75.00 54.39
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.0 $3.9k 20.00 197.20
Accenture (ACN) 0.0 $3.9k 13.00 298.92
Millrose Pptys Inc Com Cl A (MRP) 0.0 $3.9k 136.00 28.51
Workday Inc cl a (WDAY) 0.0 $3.8k 16.00 240.00
Invesco Solar Etf Etf (TAN) 0.0 $3.8k 112.00 34.26
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $3.8k 60.00 63.48
Prologis (PLD) 0.0 $3.8k 36.00 105.11
EOG Resources (EOG) 0.0 $3.6k 30.00 119.60
Boston Scientific Corporation (BSX) 0.0 $3.5k 32.00 108.88
Progressive Corporation (PGR) 0.0 $3.5k 13.00 266.85
Pioneer Municipal High Income Advantage (MAV) 0.0 $3.4k 410.00 8.30
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $3.4k 8.00 424.62
Delta Air Lines (DAL) 0.0 $3.3k 68.00 49.18
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $3.3k 39.00 84.82
Jacobs Engineering Group (J) 0.0 $3.3k 25.00 131.44
Ishares Msci India Etf Etf (INDA) 0.0 $3.3k 59.00 55.68
Cummins (CMI) 0.0 $3.3k 10.00 327.50
Charter Communications Inc New Cl A cl a (CHTR) 0.0 $3.3k 8.00 408.75
Bj's Wholesale Club Holdings (BJ) 0.0 $3.2k 30.00 107.83
Nuveen Insd Dividend Advantage (NVG) 0.0 $3.2k 270.00 11.93
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $3.2k 25.00 128.40
Union Bankshares (UNB) 0.0 $3.2k 120.00 26.62
MasterCard Incorporated (MA) 0.0 $3.1k 5.00 625.60
American Water Works (AWK) 0.0 $3.1k 22.00 139.09
Charles Schwab Corporation (SCHW) 0.0 $3.0k 33.00 91.24
Arch Capital Group (ACGL) 0.0 $3.0k 33.00 91.06
Spdr S&p Dividend Etf Etf (SDY) 0.0 $3.0k 22.00 135.73
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $2.8k 30.00 93.87
Paccar (PCAR) 0.0 $2.8k 29.00 95.07
Copa Holdings Sa-class A (CPA) 0.0 $2.7k 25.00 109.96
Boeing Company (BA) 0.0 $2.7k 13.00 209.54
Extra Space Storage (EXR) 0.0 $2.7k 18.00 147.44
Airbnb (ABNB) 0.0 $2.6k 20.00 132.35
Wright Express (WEX) 0.0 $2.6k 18.00 146.89
Intuit (INTU) 0.0 $2.6k 3.00 860.33
Avadel Pharmaceuticals (AVDL) 0.0 $2.6k 290.00 8.85
Sandisk Corp (SNDK) 0.0 $2.5k 56.00 45.36
Where Food Comes From (WFCF) 0.0 $2.5k 225.00 11.06
Servicenow (NOW) 0.0 $2.5k 2.00 1237.00
Allstate Corp 5.1 Dp Sh Pfd H PFD (ALL.PH) 0.0 $2.5k 120.00 20.60
Amphenol Corporation (APH) 0.0 $2.4k 24.00 100.04
Zoetis Inc Cl A (ZTS) 0.0 $2.3k 15.00 155.93
Paychex (PAYX) 0.0 $2.3k 16.00 145.44
Invesco Zacks Multi-asset Income Etf Etf (CVY) 0.0 $2.2k 85.00 25.78
S&p Global (SPGI) 0.0 $2.2k 4.00 538.50
Prudential Financial (PRU) 0.0 $2.1k 20.00 107.45
Palantir Technologies (PLTR) 0.0 $2.0k 14.00 143.43
Consolidated Edison (ED) 0.0 $2.0k 20.00 100.35
Northrop Grumman Corporation (NOC) 0.0 $2.0k 4.00 500.00
Paramount Resources Ltd Cl A (PRMRF) 0.0 $2.0k 125.00 15.93
Hingham Institution for Savings (HIFS) 0.0 $2.0k 8.00 248.38
Evercommerce (EVCM) 0.0 $2.0k 187.00 10.50
Cincinnati Financial Corporation (CINF) 0.0 $1.9k 13.00 148.92
Ford Motor Company (F) 0.0 $1.9k 176.00 10.85
Stryker Corporation (SYK) 0.0 $1.9k 4.00 475.25
Rapid7 (RPD) 0.0 $1.9k 80.00 23.12
Roku (ROKU) 0.0 $1.8k 20.00 87.90
Parker-Hannifin Corporation (PH) 0.0 $1.8k 2.00 877.00
Energy Transfer Equity (ET) 0.0 $1.7k 95.00 18.13
Arista Networks (ANET) 0.0 $1.7k 16.00 106.06
Goldman Sachs (GS) 0.0 $1.7k 2.00 838.50
Targa Res Corp (TRGP) 0.0 $1.7k 9.00 185.67
Norwegian Cruise Line Hldgs (NCLH) 0.0 $1.6k 80.00 20.27
Chipotle Mexican Grill (CMG) 0.0 $1.6k 28.00 56.25
Vail Resorts (MTN) 0.0 $1.6k 10.00 157.10
BP (BP) 0.0 $1.5k 50.00 29.94
Grayscale Ethereum Mini Trust Etf Etf (ETH) 0.0 $1.5k 62.00 23.73
Apa Corporation (APA) 0.0 $1.5k 80.00 18.39
Welltower Inc Com reit (WELL) 0.0 $1.5k 9.00 162.22
CoStar (CSGP) 0.0 $1.4k 18.00 80.39
Crown Castle Intl (CCI) 0.0 $1.4k 14.00 102.71
Fiserv (FI) 0.0 $1.4k 8.00 176.38
PG&E Corporation (PCG) 0.0 $1.4k 100.00 13.96
Teva Pharmaceutical Industries (TEVA) 0.0 $1.4k 82.00 16.76
American International (AIG) 0.0 $1.4k 15.00 91.13
O'reilly Automotive (ORLY) 0.0 $1.4k 15.00 90.13
Avantis Emerging Markets Value Etf Etf (AVES) 0.0 $1.3k 25.00 53.56
Cme (CME) 0.0 $1.3k 4.00 320.25
Kayne Anderson MLP Investment (KYN) 0.0 $1.3k 100.00 12.72
Invesco (IVZ) 0.0 $1.3k 80.00 15.78
Ecolab (ECL) 0.0 $1.3k 4.00 313.75
Public Storage Oper Co 4.875 Dp Sh P PFD (PSA.PI) 0.0 $1.2k 65.00 19.12
Marsh & McLennan Companies (MMC) 0.0 $1.2k 5.00 246.20
Blackstone Mtg Tr (BXMT) 0.0 $1.2k 60.00 19.25
Skyworks Solutions (SWKS) 0.0 $1.1k 15.00 74.53
Verisk Analytics (VRSK) 0.0 $1.1k 3.00 368.67
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG) 0.0 $1.1k 22.00 50.18
3M Company (MMM) 0.0 $1.1k 7.00 157.43
Anheuser-Busch InBev NV (BUD) 0.0 $1.0k 15.00 68.73
Motorola Solutions (MSI) 0.0 $1.0k 2.00 515.00
Alibaba Group Holding (BABA) 0.0 $907.000000 8.00 113.38
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $897.999700 13.00 69.08
Grove Collaborative Hold (GROV) 0.0 $805.000000 700.00 1.15
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.0 $793.000000 8.00 99.12
Clii (EVGO) 0.0 $730.000000 200.00 3.65
Organon & Co (OGN) 0.0 $726.000000 75.00 9.68
CarMax (KMX) 0.0 $672.000000 10.00 67.20
Amentum Holdings (AMTM) 0.0 $614.000400 26.00 23.62
Spdr S&p Biotech Etf Etf (XBI) 0.0 $581.000000 7.00 83.00
Wendy's/arby's Group (WEN) 0.0 $571.000000 50.00 11.42
American Airls (AAL) 0.0 $561.000000 50.00 11.22
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $552.000000 1.00 552.00
Datadog Inc Cl A (DDOG) 0.0 $537.000000 4.00 134.25
Nokia Corporation (NOK) 0.0 $518.000000 100.00 5.18
Avantis U.s Small Cap Equity Etf Etf (AVSC) 0.0 $516.000000 10.00 51.60
Draftkings (DKNG) 0.0 $429.000000 10.00 42.90
Pacer Industrial Real Estate Etf Etf (INDS) 0.0 $407.000000 11.00 37.00
Wk Kellogg 0.0 $399.000000 25.00 15.96
Par Petroleum (PARR) 0.0 $292.000500 11.00 26.55
Digitalocean Hldgs (DOCN) 0.0 $286.000000 10.00 28.60
Oakmark U.s. Large Cap Etf Etf (OAKM) 0.0 $257.000000 10.00 25.70
Snap Inc cl a (SNAP) 0.0 $225.999800 26.00 8.69
Dutch Bros (BROS) 0.0 $204.999900 3.00 68.33
Lithium Americas Argentina Corp (LAR) 0.0 $182.996000 88.00 2.08
Fuelcell Energy (FCEL) 0.0 $168.000000 30.00 5.60
Nike (NKE) 0.0 $142.000000 2.00 71.00
Piedmont Lithium 0.0 $139.999200 24.00 5.83
American Century U.s. Quality Growth Etf Etf (QGRO) 0.0 $109.000000 1.00 109.00
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $105.999900 3.00 35.33
Cadiz (CDZI) 0.0 $105.000000 35.00 3.00
Crocs (CROX) 0.0 $101.000000 1.00 101.00
Zimvie (ZIMV) 0.0 $83.999700 9.00 9.33
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.0 $82.000000 1.00 82.00
Onewater Marine Inc cl a (ONEW) 0.0 $79.999800 6.00 13.33
UMB Financial Corporation (UMBF) 0.0 $75.000200 11.00 6.82
Himax Technologies (HIMX) 0.0 $63.000000 7.00 9.00
Gen Restaurant Grp Cl A Ord (GENK) 0.0 $58.999500 15.00 3.93
RadNet (RDNT) 0.0 $57.000000 1.00 57.00
Sirius XM Holdings (SIRI) 0.0 $46.000000 2.00 23.00
Beyond Meat (BYND) 0.0 $35.000000 10.00 3.50
Krispy Kreme (DNUT) 0.0 $23.000000 8.00 2.88
Array Technologies (ARRY) 0.0 $6.000000 1.00 6.00
Booking Holdings (BKNG) 0.0 $0 0 0.00
New York Reit Inc Xxx Submitted For Conversion 0.0 $0 8.1k 0.00