1620 Investment Advisors as of Dec. 31, 2025
Portfolio Holdings for 1620 Investment Advisors
1620 Investment Advisors holds 647 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) | 3.1 | $4.7M | 140k | 33.81 | |
| Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) | 2.6 | $3.9M | 43k | 90.67 | |
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 2.3 | $3.5M | 36k | 96.16 | |
| Freedom 100 Emerging Markets Etf Etf (FRDM) | 2.1 | $3.2M | 62k | 51.27 | |
| State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 2.1 | $3.1M | 106k | 29.28 | |
| Tri Contl Corp Cef (TY) | 2.0 | $3.0M | 92k | 32.66 | |
| Avantis Emerging Markets Value Etf Etf (AVES) | 2.0 | $2.9M | 51k | 58.31 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.9M | 8.9k | 322.25 | |
| Apple (AAPL) | 1.7 | $2.6M | 9.4k | 271.87 | |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 1.7 | $2.6M | 48k | 52.88 | |
| TJX Companies (TJX) | 1.6 | $2.5M | 16k | 153.61 | |
| Schwab Us Tips Etf Etf (SCHP) | 1.6 | $2.4M | 90k | 26.49 | |
| Janus Henderson Securitized Income Etf Etf (JSI) | 1.5 | $2.3M | 44k | 52.06 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $2.2M | 12k | 183.41 | |
| Taiwan Semiconductor Mfg (TSM) | 1.4 | $2.1M | 7.0k | 303.89 | |
| Microsoft Corporation (MSFT) | 1.3 | $2.0M | 4.2k | 483.73 | |
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 1.2 | $1.8M | 17k | 106.70 | |
| Abbvie (ABBV) | 1.1 | $1.7M | 7.5k | 228.50 | |
| State Street Doubleline Total Return Tactical Etf Etf (TOTL) | 1.0 | $1.6M | 39k | 40.25 | |
| Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) | 1.0 | $1.5M | 53k | 29.36 | |
| John Hancock Preferred Income Etf Etf (JHPI) | 1.0 | $1.4M | 63k | 22.84 | |
| Novartis (NVS) | 0.8 | $1.2M | 9.0k | 137.87 | |
| State Street Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) | 0.8 | $1.2M | 29k | 43.32 | |
| Vaneck Intermediate Muni Etf Etf (ITM) | 0.8 | $1.2M | 26k | 47.16 | |
| Seagate Technology (STX) | 0.8 | $1.2M | 4.4k | 275.39 | |
| Chevron Corporation (CVX) | 0.8 | $1.2M | 7.9k | 152.42 | |
| Medtronic (MDT) | 0.8 | $1.2M | 12k | 96.06 | |
| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.8 | $1.1M | 45k | 25.08 | |
| Epr Properties (EPR) | 0.7 | $1.1M | 22k | 49.90 | |
| Corning Incorporated (GLW) | 0.7 | $1.0M | 12k | 87.56 | |
| Powell Industries (POWL) | 0.7 | $1.0M | 3.2k | 318.78 | |
| Pimco Active Bond Exchange-traded Fund Etf (BOND) | 0.7 | $1.0M | 11k | 93.08 | |
| Verizon Communications (VZ) | 0.7 | $994k | 24k | 40.73 | |
| Southern Company (SO) | 0.7 | $991k | 11k | 87.21 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $945k | 1.9k | 502.81 | |
| State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS) | 0.6 | $940k | 5.4k | 174.19 | |
| Johnson Controls International Plc equity (JCI) | 0.6 | $938k | 7.8k | 119.75 | |
| International Business Machines (IBM) | 0.6 | $921k | 3.1k | 296.30 | |
| Bristol Myers Squibb (BMY) | 0.6 | $917k | 17k | 53.94 | |
| AstraZeneca | 0.6 | $913k | 9.9k | 91.93 | |
| Lincoln National Corporation (LNC) | 0.6 | $912k | 21k | 44.53 | |
| Pfizer (PFE) | 0.6 | $906k | 36k | 24.90 | |
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.6 | $900k | 8.7k | 103.56 | |
| Marathon Petroleum Corp (MPC) | 0.6 | $899k | 5.5k | 162.65 | |
| Eaton (ETN) | 0.6 | $893k | 2.8k | 318.51 | |
| Federated Investors (FHI) | 0.6 | $888k | 17k | 52.07 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $877k | 2.8k | 313.03 | |
| Monro Muffler Brake (MNRO) | 0.6 | $857k | 43k | 20.04 | |
| Ares Capital Corp Cef (ARCC) | 0.6 | $847k | 42k | 20.23 | |
| Wal-Mart Stores (WMT) | 0.6 | $839k | 7.5k | 111.42 | |
| Gilead Sciences (GILD) | 0.5 | $795k | 6.5k | 122.74 | |
| Broadcom (AVGO) | 0.5 | $793k | 2.3k | 346.18 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $790k | 5.1k | 154.16 | |
| Amazon (AMZN) | 0.5 | $786k | 3.4k | 230.82 | |
| Tapestry (TPR) | 0.5 | $764k | 6.0k | 127.79 | |
| Tortoise Energy Infra Corp Cef (TYG) | 0.5 | $757k | 19k | 40.90 | |
| NetApp (NTAP) | 0.5 | $751k | 7.0k | 107.10 | |
| Pepsi (PEP) | 0.5 | $747k | 5.2k | 143.53 | |
| Home Depot (HD) | 0.5 | $745k | 2.2k | 344.10 | |
| Walt Disney Company (DIS) | 0.5 | $742k | 6.5k | 113.77 | |
| Kinder Morgan (KMI) | 0.5 | $740k | 27k | 27.49 | |
| Truist Financial Corp equities (TFC) | 0.5 | $688k | 14k | 49.21 | |
| Agree Realty Corporation (ADC) | 0.5 | $683k | 9.5k | 72.04 | |
| Travelers Companies (TRV) | 0.5 | $679k | 2.3k | 290.14 | |
| Mondelez Int (MDLZ) | 0.4 | $665k | 12k | 53.83 | |
| RPM International (RPM) | 0.4 | $665k | 6.4k | 104.01 | |
| Lear Corporation (LEA) | 0.4 | $662k | 5.8k | 114.60 | |
| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.4 | $660k | 14k | 45.66 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $656k | 5.5k | 120.34 | |
| Invesco Preferred Etf Etf (PGX) | 0.4 | $626k | 56k | 11.24 | |
| T. Rowe Price Floating Rate Etf Etf (TFLR) | 0.4 | $624k | 12k | 51.40 | |
| DiamondRock Hospitality Company (DRH) | 0.4 | $610k | 68k | 8.96 | |
| Invitation Homes (INVH) | 0.4 | $601k | 22k | 27.79 | |
| Ralph Lauren Corp (RL) | 0.4 | $596k | 1.7k | 353.61 | |
| At&t (T) | 0.4 | $595k | 24k | 24.84 | |
| Starwood Property Trust (STWD) | 0.4 | $585k | 33k | 18.01 | |
| Hercules Capital Cef (HTGC) | 0.4 | $583k | 31k | 18.82 | |
| General Dynamics Corporation (GD) | 0.4 | $581k | 1.7k | 336.66 | |
| Johnson & Johnson (JNJ) | 0.4 | $577k | 2.8k | 206.99 | |
| Viatris (VTRS) | 0.4 | $575k | 46k | 12.45 | |
| OUTFRONT Media (OUT) | 0.4 | $555k | 23k | 24.10 | |
| Palo Alto Networks (PANW) | 0.4 | $546k | 3.0k | 184.25 | |
| Public Service Enterprise (PEG) | 0.4 | $538k | 6.7k | 80.30 | |
| Dominion Resources (D) | 0.4 | $534k | 9.1k | 58.59 | |
| Oracle Corporation (ORCL) | 0.3 | $520k | 2.7k | 194.97 | |
| Ryder System (R) | 0.3 | $510k | 2.7k | 191.39 | |
| Cardinal Health (CAH) | 0.3 | $500k | 2.4k | 205.50 | |
| Williams Companies (WMB) | 0.3 | $495k | 8.2k | 60.11 | |
| AES Corporation (AES) | 0.3 | $491k | 34k | 14.34 | |
| New Residential Investment (RITM) | 0.3 | $489k | 45k | 10.90 | |
| Cheniere Energy (LNG) | 0.3 | $478k | 2.5k | 194.39 | |
| Pinnacle West Capital Corporation (PNW) | 0.3 | $465k | 5.2k | 88.70 | |
| Citizens Financial (CFG) | 0.3 | $462k | 7.9k | 58.41 | |
| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.3 | $458k | 19k | 24.37 | |
| Scotts Miracle-Gro Company (SMG) | 0.3 | $439k | 7.5k | 58.35 | |
| Magna Intl Inc cl a (MGA) | 0.3 | $439k | 8.2k | 53.30 | |
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.3 | $438k | 4.6k | 96.29 | |
| Spdr Gold Shares Etf (GLD) | 0.3 | $438k | 1.1k | 396.31 | |
| Alexander & Baldwin (ALEX) | 0.3 | $434k | 21k | 20.64 | |
| Abbott Laboratories (ABT) | 0.3 | $432k | 3.4k | 125.31 | |
| Global X U.s. Preferred Etf Etf (PFFD) | 0.3 | $427k | 23k | 18.91 | |
| Enterprise Products Partners (EPD) | 0.3 | $427k | 13k | 32.06 | |
| Global X Emerging Markets Bond Etf Etf (EMBD) | 0.3 | $417k | 17k | 24.01 | |
| Garmin (GRMN) | 0.3 | $408k | 2.0k | 202.90 | |
| Darden Restaurants (DRI) | 0.3 | $403k | 2.2k | 184.02 | |
| MercadoLibre (MELI) | 0.3 | $395k | 196.00 | 2014.69 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $388k | 669.00 | 579.45 | |
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.3 | $379k | 14k | 27.43 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $365k | 2.1k | 173.49 | |
| Totalenergies Se Etf (TTE) | 0.2 | $364k | 5.6k | 65.42 | |
| V.F. Corporation (VFC) | 0.2 | $363k | 20k | 18.08 | |
| Constellation Brands (STZ) | 0.2 | $361k | 2.6k | 137.98 | |
| Shift4 Pmts Inc 6 Ser A Cnv Pref PFD (FOUR.PA) | 0.2 | $361k | 4.5k | 80.01 | |
| Cousins Properties (CUZ) | 0.2 | $359k | 14k | 25.78 | |
| Hasbro (HAS) | 0.2 | $358k | 4.4k | 82.00 | |
| Hannon Armstrong (HASI) | 0.2 | $358k | 11k | 31.43 | |
| Ishares Russell 2500 Etf Etf (SMMD) | 0.2 | $354k | 4.7k | 74.94 | |
| Micron Technology (MU) | 0.2 | $350k | 1.2k | 285.42 | |
| Tanger Factory Outlet Centers (SKT) | 0.2 | $345k | 10k | 33.37 | |
| Bk Nova Cad (BNS) | 0.2 | $343k | 4.7k | 73.69 | |
| Vail Resorts (MTN) | 0.2 | $330k | 2.5k | 132.80 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $326k | 3.2k | 100.89 | |
| Altria (MO) | 0.2 | $326k | 5.7k | 57.66 | |
| Coherent Corp (COHR) | 0.2 | $325k | 1.8k | 184.61 | |
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.2 | $315k | 5.5k | 57.24 | |
| Oneok (OKE) | 0.2 | $309k | 4.2k | 73.50 | |
| Air Products & Chemicals (APD) | 0.2 | $306k | 1.2k | 247.02 | |
| Marvell Technology (MRVL) | 0.2 | $282k | 3.3k | 84.98 | |
| Newtek Business Svcs (NEWT) | 0.2 | $280k | 25k | 11.35 | |
| Expedia (EXPE) | 0.2 | $274k | 968.00 | 283.31 | |
| SYSCO Corporation (SYY) | 0.2 | $267k | 3.6k | 73.70 | |
| Qnity Electronics (Q) | 0.2 | $262k | 3.2k | 81.65 | |
| Tesla Motors (TSLA) | 0.2 | $259k | 575.00 | 450.27 | |
| Healthequity (HQY) | 0.2 | $248k | 2.7k | 91.61 | |
| Lam Research (LRCX) | 0.2 | $247k | 1.4k | 171.18 | |
| Vaneck Short High Yield Muni Etf Etf (SHYD) | 0.2 | $242k | 11k | 22.91 | |
| Dupont De Nemours (DD) | 0.2 | $236k | 5.9k | 40.20 | |
| Fidelity National Information Services (FIS) | 0.2 | $236k | 3.5k | 66.46 | |
| Best Buy (BBY) | 0.2 | $235k | 3.5k | 66.93 | |
| Cisco Systems (CSCO) | 0.2 | $234k | 3.0k | 77.03 | |
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.2 | $234k | 2.8k | 82.82 | |
| Tactile Systems Technology, In (TCMD) | 0.2 | $232k | 8.0k | 29.00 | |
| Amkor Technology (AMKR) | 0.2 | $230k | 5.8k | 39.48 | |
| Unitil Corporation (UTL) | 0.2 | $225k | 4.7k | 48.44 | |
| American Express Company (AXP) | 0.2 | $225k | 608.00 | 370.26 | |
| Four Corners Ppty Tr (FCPT) | 0.1 | $225k | 9.7k | 23.06 | |
| Compass (COMP) | 0.1 | $224k | 21k | 10.57 | |
| Valero Energy Corporation (VLO) | 0.1 | $224k | 1.4k | 162.79 | |
| Dentsply Sirona (XRAY) | 0.1 | $222k | 19k | 11.43 | |
| Invesco Senior Loan Etf Etf (BKLN) | 0.1 | $218k | 10k | 21.00 | |
| Emerson Electric (EMR) | 0.1 | $216k | 1.6k | 132.72 | |
| GXO Logistics (GXO) | 0.1 | $215k | 4.1k | 52.64 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $215k | 765.00 | 281.30 | |
| CVS Caremark Corporation (CVS) | 0.1 | $213k | 2.7k | 79.36 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $209k | 808.00 | 258.79 | |
| Ciena Corporation (CIEN) | 0.1 | $208k | 889.00 | 233.91 | |
| Innovative Industria A (IIPR) | 0.1 | $205k | 4.3k | 47.37 | |
| Shift4 Payments Cl A Ord (FOUR) | 0.1 | $203k | 3.2k | 62.98 | |
| Vita Coco Co Inc/the (COCO) | 0.1 | $197k | 3.7k | 53.01 | |
| Boston Beer Company (SAM) | 0.1 | $193k | 990.00 | 195.13 | |
| FedEx Corporation (FDX) | 0.1 | $192k | 663.00 | 289.00 | |
| UnitedHealth (UNH) | 0.1 | $191k | 578.00 | 330.11 | |
| Hexcel Corporation (HXL) | 0.1 | $187k | 2.5k | 73.90 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $187k | 384.00 | 487.25 | |
| Flex Lng (FLNG) | 0.1 | $185k | 7.4k | 24.95 | |
| NVIDIA Corporation (NVDA) | 0.1 | $184k | 986.00 | 186.62 | |
| Analog Devices (ADI) | 0.1 | $182k | 671.00 | 271.31 | |
| Enbridge (ENB) | 0.1 | $182k | 3.8k | 47.83 | |
| Avantis International Equity Etf Etf (AVDE) | 0.1 | $182k | 2.2k | 82.32 | |
| Visa (V) | 0.1 | $176k | 502.00 | 351.40 | |
| Automatic Data Processing (ADP) | 0.1 | $176k | 685.00 | 257.23 | |
| Applied Materials (AMAT) | 0.1 | $176k | 683.00 | 256.99 | |
| Epam Systems (EPAM) | 0.1 | $172k | 840.00 | 204.88 | |
| Nextracker (NXT) | 0.1 | $172k | 2.0k | 87.11 | |
| Eli Lilly & Co. (LLY) | 0.1 | $171k | 158.00 | 1079.78 | |
| H&R Block (HRB) | 0.1 | $166k | 3.8k | 43.59 | |
| Cullen/Frost Bankers (CFR) | 0.1 | $164k | 1.3k | 126.63 | |
| Entegris (ENTG) | 0.1 | $163k | 1.9k | 84.25 | |
| Graphic Packaging Holding Company (GPK) | 0.1 | $161k | 11k | 15.06 | |
| Clorox Company (CLX) | 0.1 | $159k | 1.6k | 100.83 | |
| Teradyne (TER) | 0.1 | $155k | 800.00 | 193.56 | |
| Dick's Sporting Goods (DKS) | 0.1 | $154k | 777.00 | 197.97 | |
| Twilio Inc cl a (TWLO) | 0.1 | $154k | 1.1k | 142.24 | |
| Schwab High Yield Bond Etf Etf (SCYB) | 0.1 | $153k | 5.8k | 26.42 | |
| Dover Corporation (DOV) | 0.1 | $152k | 780.00 | 195.24 | |
| Miller Industries (MLR) | 0.1 | $152k | 4.1k | 37.37 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $150k | 1.7k | 87.42 | |
| Tarsus Pharmaceuticals (TARS) | 0.1 | $148k | 1.8k | 81.88 | |
| Lennar Corporation (LEN) | 0.1 | $148k | 1.4k | 102.82 | |
| Uber Technologies (UBER) | 0.1 | $147k | 1.8k | 81.72 | |
| Magnite Ord (MGNI) | 0.1 | $145k | 9.0k | 16.23 | |
| Regal-beloit Corporation (RRX) | 0.1 | $143k | 1.0k | 140.32 | |
| Diamondback Energy (FANG) | 0.1 | $143k | 952.00 | 150.41 | |
| MKS Instruments (MKSI) | 0.1 | $143k | 893.00 | 159.92 | |
| Fortis (FTS) | 0.1 | $141k | 2.7k | 51.94 | |
| Dell Technologies (DELL) | 0.1 | $137k | 1.1k | 125.88 | |
| American Electric Power Company (AEP) | 0.1 | $136k | 1.2k | 115.31 | |
| Bassett Furniture Industries (BSET) | 0.1 | $135k | 8.1k | 16.76 | |
| salesforce (CRM) | 0.1 | $134k | 504.00 | 265.27 | |
| Paypal Holdings (PYPL) | 0.1 | $133k | 2.3k | 58.38 | |
| Advanced Micro Devices (AMD) | 0.1 | $133k | 620.00 | 214.20 | |
| Eastern Bankshares (EBC) | 0.1 | $131k | 7.1k | 18.43 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $129k | 912.00 | 141.83 | |
| Keurig Dr Pepper (KDP) | 0.1 | $127k | 4.5k | 28.02 | |
| Cognex Corporation (CGNX) | 0.1 | $127k | 3.5k | 35.98 | |
| T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) | 0.1 | $126k | 2.5k | 49.86 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $124k | 2.3k | 54.71 | |
| Kroger (KR) | 0.1 | $124k | 2.0k | 62.48 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $121k | 1.0k | 116.09 | |
| Allegro Microsystems Ord (ALGM) | 0.1 | $121k | 4.6k | 26.38 | |
| TowneBank (TOWN) | 0.1 | $120k | 3.6k | 33.37 | |
| Okta Inc cl a (OKTA) | 0.1 | $119k | 1.4k | 86.47 | |
| Tg Therapeutics (TGTX) | 0.1 | $118k | 4.0k | 29.81 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $117k | 241.00 | 483.67 | |
| Procter & Gamble Company (PG) | 0.1 | $116k | 811.00 | 143.31 | |
| Celsius Holdings (CELH) | 0.1 | $116k | 2.5k | 45.74 | |
| Solstice Advanced Matls (SOLS) | 0.1 | $114k | 2.4k | 48.58 | |
| UMB Financial Corporation (UMBF) | 0.1 | $113k | 978.00 | 115.04 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $112k | 320.00 | 349.99 | |
| Rockwell Automation (ROK) | 0.1 | $112k | 287.00 | 389.07 | |
| Entergy Corporation (ETR) | 0.1 | $111k | 1.2k | 92.43 | |
| PDF Solutions (PDFS) | 0.1 | $110k | 3.9k | 28.53 | |
| Gorman-Rupp Company (GRC) | 0.1 | $110k | 2.3k | 47.75 | |
| Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) | 0.1 | $110k | 4.8k | 22.97 | |
| Wells Fargo & Company (WFC) | 0.1 | $109k | 1.2k | 93.20 | |
| General Electric (GE) | 0.1 | $108k | 349.00 | 308.60 | |
| Global Foundries (GFS) | 0.1 | $105k | 3.0k | 34.92 | |
| International Flavors & Fragrances (IFF) | 0.1 | $104k | 1.5k | 67.39 | |
| Copart (CPRT) | 0.1 | $102k | 2.6k | 39.15 | |
| Generac Holdings (GNRC) | 0.1 | $102k | 747.00 | 136.37 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $102k | 1.4k | 73.63 | |
| Fastenal Company (FAST) | 0.1 | $100k | 2.5k | 40.14 | |
| Q2 Holdings (QTWO) | 0.1 | $100k | 1.4k | 72.16 | |
| Hartford Financial Services (HIG) | 0.1 | $99k | 717.00 | 137.83 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $98k | 312.00 | 314.77 | |
| Ameriprise Financial (AMP) | 0.1 | $98k | 200.00 | 490.34 | |
| Equity Residential (EQR) | 0.1 | $97k | 1.5k | 63.04 | |
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.1 | $97k | 811.00 | 119.35 | |
| PriceSmart (PSMT) | 0.1 | $96k | 781.00 | 122.67 | |
| Power Integrations (POWI) | 0.1 | $96k | 2.7k | 35.54 | |
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 0.1 | $96k | 2.9k | 33.02 | |
| eBay (EBAY) | 0.1 | $95k | 1.1k | 87.10 | |
| State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) | 0.1 | $94k | 2.0k | 45.71 | |
| Ida (IDA) | 0.1 | $92k | 723.00 | 126.56 | |
| AZZ Incorporated (AZZ) | 0.1 | $91k | 853.00 | 107.18 | |
| Amgen (AMGN) | 0.1 | $91k | 277.00 | 328.27 | |
| Microchip Technology (MCHP) | 0.1 | $90k | 1.4k | 63.72 | |
| Toast (TOST) | 0.1 | $89k | 2.5k | 35.51 | |
| Merck & Co (MRK) | 0.1 | $89k | 842.00 | 105.28 | |
| Schlumberger (SLB) | 0.1 | $87k | 2.3k | 38.38 | |
| Investors Title Company (ITIC) | 0.1 | $84k | 338.00 | 249.64 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $82k | 465.00 | 176.47 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $81k | 178.00 | 453.67 | |
| M&T Bank Corporation (MTB) | 0.1 | $81k | 400.00 | 201.48 | |
| Netflix (NFLX) | 0.1 | $80k | 857.00 | 93.83 | |
| Colgate-Palmolive Company (CL) | 0.1 | $80k | 1.0k | 79.02 | |
| Cirrus Logic (CRUS) | 0.1 | $79k | 670.00 | 118.50 | |
| InterDigital (IDCC) | 0.1 | $79k | 249.00 | 318.38 | |
| Intel Corporation (INTC) | 0.1 | $79k | 2.1k | 36.90 | |
| Waystar Holding Corp (WAY) | 0.1 | $78k | 2.4k | 32.75 | |
| NetGear (NTGR) | 0.1 | $77k | 3.1k | 24.53 | |
| Hudson Technologies (HDSN) | 0.1 | $77k | 11k | 6.85 | |
| Synchrony Financial (SYF) | 0.1 | $77k | 923.00 | 83.43 | |
| Boston Properties (BXP) | 0.1 | $77k | 1.1k | 67.48 | |
| Facebook Inc cl a (META) | 0.0 | $75k | 113.00 | 660.45 | |
| Servicenow (NOW) | 0.0 | $74k | 480.00 | 153.20 | |
| Roper Industries (ROP) | 0.0 | $73k | 163.00 | 445.13 | |
| Toll Brothers (TOL) | 0.0 | $72k | 532.00 | 135.22 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $72k | 114.00 | 627.13 | |
| Proshares Merger Etf Etf (MRGR) | 0.0 | $71k | 1.6k | 44.51 | |
| Draftkings (DKNG) | 0.0 | $70k | 2.0k | 34.46 | |
| Jpmorgan Municipal Etf Etf (JMUB) | 0.0 | $70k | 1.4k | 50.50 | |
| Trade Desk (TTD) | 0.0 | $67k | 1.8k | 37.97 | |
| First Watch Restaurant Groupco (FWRG) | 0.0 | $67k | 4.4k | 15.08 | |
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.0 | $66k | 826.00 | 79.82 | |
| Capital Group International Focus Equity Etf Etf (CGXU) | 0.0 | $64k | 2.2k | 29.55 | |
| One Gas (OGS) | 0.0 | $64k | 829.00 | 77.25 | |
| Cohen & Steers Real Estate Active Etf Etf (CSRE) | 0.0 | $63k | 2.5k | 25.51 | |
| State Street Corporation (STT) | 0.0 | $61k | 469.00 | 129.01 | |
| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.0 | $60k | 1.2k | 50.94 | |
| Cinemark Holdings (CNK) | 0.0 | $60k | 2.6k | 23.24 | |
| American Tower Reit (AMT) | 0.0 | $60k | 340.00 | 175.92 | |
| Dimensional Core Fixed Income Etf Etf (DFCF) | 0.0 | $60k | 1.4k | 42.56 | |
| Global Payments (GPN) | 0.0 | $60k | 769.00 | 77.40 | |
| Canadian Natl Ry (CNI) | 0.0 | $58k | 588.00 | 98.85 | |
| Insulet Corporation (PODD) | 0.0 | $58k | 204.00 | 284.24 | |
| Ishares Gold Trust Etf (IAU) | 0.0 | $58k | 708.00 | 81.17 | |
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $57k | 148.00 | 386.85 | |
| Valvoline Inc Common (VVV) | 0.0 | $57k | 2.0k | 29.06 | |
| Equinix (EQIX) | 0.0 | $57k | 74.00 | 769.65 | |
| Starbucks Corporation (SBUX) | 0.0 | $57k | 675.00 | 84.21 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $56k | 45.00 | 1238.07 | |
| Biolife Solutions (BLFS) | 0.0 | $55k | 2.3k | 24.18 | |
| Ge Vernova (GEV) | 0.0 | $55k | 84.00 | 653.57 | |
| Host Hotels & Resorts (HST) | 0.0 | $55k | 3.1k | 17.73 | |
| BJ's Restaurants (BJRI) | 0.0 | $54k | 1.4k | 39.40 | |
| Minerals Technologies (MTX) | 0.0 | $54k | 879.00 | 60.95 | |
| Technipfmc (FTI) | 0.0 | $53k | 1.2k | 44.56 | |
| Coca-Cola Company (KO) | 0.0 | $53k | 755.00 | 69.91 | |
| Essex Property Trust (ESS) | 0.0 | $52k | 200.00 | 261.68 | |
| First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV) | 0.0 | $51k | 526.00 | 96.84 | |
| Yum! Brands (YUM) | 0.0 | $50k | 330.00 | 151.28 | |
| Danaher Corporation (DHR) | 0.0 | $49k | 216.00 | 228.92 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $49k | 1.6k | 31.21 | |
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.0 | $48k | 1.0k | 47.08 | |
| Ameris Ban (ABCB) | 0.0 | $48k | 651.00 | 74.27 | |
| Nuveen Massachusets Qlt Mun Cef (NMT) | 0.0 | $48k | 4.3k | 11.33 | |
| Permian Resources Corp Class A (PR) | 0.0 | $48k | 3.4k | 14.03 | |
| Fluor Corporation (FLR) | 0.0 | $46k | 1.2k | 39.63 | |
| Teladoc (TDOC) | 0.0 | $45k | 6.4k | 7.00 | |
| Euronet Worldwide (EEFT) | 0.0 | $45k | 589.00 | 76.11 | |
| Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) | 0.0 | $44k | 385.00 | 114.98 | |
| Unum (UNM) | 0.0 | $44k | 571.00 | 77.50 | |
| Bofi Holding (AX) | 0.0 | $44k | 512.00 | 86.16 | |
| Embraer S A (EMBJ) | 0.0 | $44k | 685.00 | 64.37 | |
| Tc Energy Corp (TRP) | 0.0 | $44k | 800.00 | 55.01 | |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.0 | $44k | 397.00 | 110.19 | |
| Carnival Corporation (CCL) | 0.0 | $43k | 1.4k | 30.54 | |
| Hanover Insurance (THG) | 0.0 | $42k | 232.00 | 182.77 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $42k | 90.00 | 468.76 | |
| State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.0 | $42k | 60.00 | 692.98 | |
| Duke Energy (DUK) | 0.0 | $41k | 353.00 | 117.33 | |
| Caterpillar (CAT) | 0.0 | $41k | 71.00 | 572.87 | |
| James Hardie Inds Plc F (JHX) | 0.0 | $41k | 2.0k | 20.75 | |
| Realty Income (O) | 0.0 | $41k | 720.00 | 56.37 | |
| Dimensional U.s. Core Equity 2 Etf Etf (DFAC) | 0.0 | $41k | 1.0k | 39.59 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $40k | 284.00 | 141.17 | |
| Honeywell International (HON) | 0.0 | $40k | 205.00 | 195.09 | |
| Innovex International (INVX) | 0.0 | $40k | 1.8k | 21.87 | |
| Iradimed (IRMD) | 0.0 | $39k | 402.00 | 97.28 | |
| Sunstone Hotel Investors (SHO) | 0.0 | $37k | 4.1k | 8.94 | |
| Vornado Realty Trust (VNO) | 0.0 | $36k | 1.1k | 33.28 | |
| Progyny (PGNY) | 0.0 | $36k | 1.4k | 25.68 | |
| Vaneck High Yield Muni Etf Etf (HYD) | 0.0 | $36k | 702.00 | 51.12 | |
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $36k | 107.00 | 335.27 | |
| Chewy Inc cl a (CHWY) | 0.0 | $35k | 1.1k | 33.05 | |
| Amcor (AMCR) | 0.0 | $35k | 4.2k | 8.34 | |
| Alcoa (AA) | 0.0 | $34k | 645.00 | 53.14 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $34k | 500.00 | 68.11 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $33k | 497.00 | 66.55 | |
| Omnicell (OMCL) | 0.0 | $33k | 728.00 | 45.30 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $33k | 254.00 | 129.79 | |
| Norfolk Southern (NSC) | 0.0 | $32k | 111.00 | 288.72 | |
| Invesco Taxable Municipal Bond Etf Etf (BAB) | 0.0 | $32k | 1.2k | 27.20 | |
| Unilever (UL) | 0.0 | $32k | 484.00 | 65.40 | |
| Columbia Banking System (COLB) | 0.0 | $31k | 1.1k | 27.95 | |
| Ofg Ban (OFG) | 0.0 | $31k | 760.00 | 40.98 | |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $31k | 570.00 | 53.88 | |
| Hilltop Holdings (HTH) | 0.0 | $31k | 899.00 | 33.94 | |
| Vaneck Morningstar Smid Moat Etf Etf (SMOT) | 0.0 | $30k | 835.00 | 36.20 | |
| Cabot Corporation (CBT) | 0.0 | $30k | 451.00 | 66.28 | |
| State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.0 | $30k | 305.00 | 97.21 | |
| Citigroup (C) | 0.0 | $30k | 253.00 | 116.93 | |
| Albemarle Corporation (ALB) | 0.0 | $29k | 208.00 | 141.44 | |
| Alamos Gold Inc New Class A (AGI) | 0.0 | $29k | 750.00 | 38.58 | |
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $29k | 326.00 | 88.49 | |
| Flexsteel Industries (FLXS) | 0.0 | $29k | 721.00 | 39.49 | |
| Ishares Bb Rated Corporate Bond Etf Etf (HYBB) | 0.0 | $28k | 600.00 | 47.13 | |
| Harbor Scientific Alpha High-yield Etf Etf (SIHY) | 0.0 | $28k | 612.00 | 45.68 | |
| Vital Farms (VITL) | 0.0 | $28k | 863.00 | 31.94 | |
| Alerian Mlp Etf Etf (AMLP) | 0.0 | $27k | 581.00 | 47.02 | |
| Stepan Company (SCL) | 0.0 | $27k | 570.00 | 47.36 | |
| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.0 | $27k | 130.00 | 204.85 | |
| State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) | 0.0 | $26k | 854.00 | 30.73 | |
| Astria Therapeutics | 0.0 | $26k | 2.0k | 13.09 | |
| Allegiant Travel Company (ALGT) | 0.0 | $26k | 306.00 | 85.27 | |
| Dimensional International Value Etf Etf (DFIV) | 0.0 | $26k | 520.00 | 49.90 | |
| Kalvista Pharmaceuticals (KALV) | 0.0 | $26k | 1.6k | 16.15 | |
| Avery Dennison Corporation (AVY) | 0.0 | $26k | 140.00 | 181.88 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $25k | 977.00 | 25.88 | |
| Phibro Animal Health Corporati*on Cmn Class A (PAHC) | 0.0 | $25k | 676.00 | 37.36 | |
| Terex Corporation (TEX) | 0.0 | $25k | 468.00 | 53.38 | |
| Invesco Galaxy Bitcoin Etf Etf (BTCO) | 0.0 | $25k | 285.00 | 87.17 | |
| Ishares Msci Intl Value Factor Etf Etf (IVLU) | 0.0 | $25k | 649.00 | 38.05 | |
| Wolverine World Wide (WWW) | 0.0 | $24k | 1.3k | 18.15 | |
| Hamilton Beach Brand (HBB) | 0.0 | $24k | 1.5k | 16.45 | |
| Linde (LIN) | 0.0 | $24k | 55.00 | 433.33 | |
| Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.0 | $24k | 340.00 | 69.67 | |
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $24k | 475.00 | 49.65 | |
| Square Inc cl a (XYZ) | 0.0 | $23k | 360.00 | 65.09 | |
| Cyberark Software (CYBR) | 0.0 | $23k | 52.00 | 446.06 | |
| MetLife (MET) | 0.0 | $23k | 292.00 | 78.94 | |
| Dutch Bros (BROS) | 0.0 | $23k | 370.00 | 61.22 | |
| Grayscale Ethereum Mini Trust Etf Etf (ETH) | 0.0 | $23k | 925.00 | 24.37 | |
| U.S. Bancorp (USB) | 0.0 | $22k | 420.00 | 53.42 | |
| Zebra Technologies (ZBRA) | 0.0 | $22k | 92.00 | 242.82 | |
| State Street Spdr Portfolio Tips Etf Etf (SPIP) | 0.0 | $22k | 850.00 | 25.95 | |
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $22k | 100.00 | 219.78 | |
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.0 | $22k | 700.00 | 30.96 | |
| Carrier Global Corporation (CARR) | 0.0 | $22k | 407.00 | 52.84 | |
| Procore Technologies (PCOR) | 0.0 | $21k | 293.00 | 72.74 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $21k | 256.00 | 83.00 | |
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $21k | 147.00 | 143.52 | |
| State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) | 0.0 | $21k | 813.00 | 25.75 | |
| W.W. Grainger (GWW) | 0.0 | $20k | 20.00 | 1009.05 | |
| Ishares U.s. Basic Materials Etf Etf (IYM) | 0.0 | $20k | 130.00 | 153.96 | |
| Goosehead Ins (GSHD) | 0.0 | $20k | 271.00 | 73.65 | |
| Intuitive Surgical (ISRG) | 0.0 | $20k | 34.00 | 572.35 | |
| Amphastar Pharmaceuticals (AMPH) | 0.0 | $19k | 718.00 | 26.78 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $19k | 132.00 | 143.76 | |
| Alaska Air (ALK) | 0.0 | $19k | 375.00 | 50.30 | |
| Tripadvisor (TRIP) | 0.0 | $19k | 1.3k | 14.56 | |
| Tcw Core Plus Bond Etf Etf (FIXT) | 0.0 | $18k | 481.00 | 38.24 | |
| MiMedx (MDXG) | 0.0 | $18k | 2.7k | 6.77 | |
| Savara (SVRA) | 0.0 | $18k | 3.0k | 6.03 | |
| Western Digital (WDC) | 0.0 | $18k | 105.00 | 172.27 | |
| Trane Technologies (TT) | 0.0 | $18k | 46.00 | 390.43 | |
| Wix (WIX) | 0.0 | $18k | 170.00 | 103.89 | |
| Target Corporation (TGT) | 0.0 | $18k | 180.00 | 97.75 | |
| Sun Communities (SUI) | 0.0 | $18k | 142.00 | 123.91 | |
| Hldgs (UAL) | 0.0 | $18k | 157.00 | 111.82 | |
| Cleveland-cliffs (CLF) | 0.0 | $17k | 1.3k | 13.28 | |
| Universal Display Corporation (OLED) | 0.0 | $17k | 142.00 | 116.78 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $16k | 567.00 | 28.21 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $16k | 214.00 | 74.02 | |
| Dbx Etf Trust - Xtrackers International Real Estate Etf Etf (HAUZ) | 0.0 | $16k | 681.00 | 23.21 | |
| Hershey Company (HSY) | 0.0 | $16k | 86.00 | 181.98 | |
| Dole Food Company | 0.0 | $15k | 1.0k | 14.99 | |
| Republic Services (RSG) | 0.0 | $15k | 70.00 | 213.77 | |
| Phillips Edison & Co (PECO) | 0.0 | $15k | 410.00 | 35.57 | |
| Schwab Fundamental International Equity Etf Etf (FNDF) | 0.0 | $14k | 317.00 | 45.21 | |
| Yum China Holdings (YUMC) | 0.0 | $14k | 300.00 | 47.74 | |
| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 0.0 | $14k | 282.00 | 50.32 | |
| Sempra Energy (SRE) | 0.0 | $14k | 156.00 | 88.29 | |
| Commercial Metals Company (CMC) | 0.0 | $14k | 198.00 | 69.22 | |
| Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) | 0.0 | $14k | 379.00 | 36.06 | |
| Nucor Corporation (NUE) | 0.0 | $13k | 82.00 | 163.11 | |
| National Fuel Gas (NFG) | 0.0 | $13k | 166.00 | 80.06 | |
| Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND) | 0.0 | $13k | 620.00 | 21.37 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $13k | 260.00 | 50.79 | |
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 0.0 | $13k | 170.00 | 77.02 | |
| Barrick Mining Corp (B) | 0.0 | $13k | 300.00 | 43.55 | |
| Steel Dynamics (STLD) | 0.0 | $13k | 77.00 | 169.45 | |
| Janus Henderson Short Duration Income Etf Etf (VNLA) | 0.0 | $13k | 255.00 | 49.14 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $13k | 6.00 | 2078.00 | |
| Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) | 0.0 | $12k | 124.00 | 100.34 | |
| Lowe's Companies (LOW) | 0.0 | $12k | 50.00 | 241.16 | |
| Nuscale PWR Corp (SMR) | 0.0 | $12k | 850.00 | 14.17 | |
| Nyli Cbre Gbl Infr Megtrnds Tr Cef (MEGI) | 0.0 | $12k | 875.00 | 13.76 | |
| State Street Utilities Select Sector Spdr Etf Etf (XLU) | 0.0 | $12k | 280.00 | 42.69 | |
| Bank of America Corporation (BAC) | 0.0 | $12k | 215.00 | 55.00 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $12k | 252.00 | 46.68 | |
| Costco Wholesale Corporation (COST) | 0.0 | $12k | 13.00 | 901.85 | |
| Intellia Therapeutics (NTLA) | 0.0 | $12k | 1.3k | 8.99 | |
| Sprott Asset Management Lp Physical Gold An Cef (CEF) | 0.0 | $12k | 255.00 | 45.80 | |
| Spotify Technology Sa (SPOT) | 0.0 | $12k | 20.00 | 580.70 | |
| Natera (NTRA) | 0.0 | $12k | 50.00 | 229.10 | |
| Avantis U.s. Mid Cap Value Etf Etf (AVMV) | 0.0 | $11k | 160.00 | 71.20 | |
| Illinois Tool Works (ITW) | 0.0 | $11k | 46.00 | 246.30 | |
| Shopify Inc cl a (SHOP) | 0.0 | $11k | 70.00 | 160.97 | |
| Dimensional Us High Profitability Etf Etf (DUHP) | 0.0 | $11k | 296.00 | 38.03 | |
| Capital Southwest Corp Cef (CSWC) | 0.0 | $11k | 500.00 | 22.15 | |
| Dimensional International Core Equity 2 Etf Etf (DFIC) | 0.0 | $11k | 320.00 | 34.46 | |
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $11k | 3.4k | 3.25 | |
| Nextera Energy (NEE) | 0.0 | $11k | 136.00 | 80.28 | |
| Invesco Wilderhill Clean Energy Etf Etf (PBW) | 0.0 | $11k | 351.00 | 30.54 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $11k | 105.00 | 101.98 | |
| FirstEnergy (FE) | 0.0 | $11k | 238.00 | 44.77 | |
| Gabelli Divid & Income Tr Cef (GDV) | 0.0 | $11k | 380.00 | 27.77 | |
| Independent Bank (INDB) | 0.0 | $10k | 143.00 | 73.08 | |
| Vaneck Ig Floating Rate Etf Etf (FLTR) | 0.0 | $10k | 400.00 | 25.48 | |
| Dollar General (DG) | 0.0 | $10k | 76.00 | 133.29 | |
| Global X Mlp & Energy Infrastructure Etf Etf (MLPX) | 0.0 | $10k | 167.00 | 60.53 | |
| McDonald's Corporation (MCD) | 0.0 | $10k | 33.00 | 305.64 | |
| Liberty All-star Growth Cef (ASG) | 0.0 | $10k | 1.9k | 5.30 | |
| State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) | 0.0 | $9.9k | 100.00 | 99.22 | |
| Invesco Cef Income Composite Etf Etf (PCEF) | 0.0 | $9.7k | 489.00 | 19.88 | |
| Ishares International Select Dividend Etf Etf (IDV) | 0.0 | $9.7k | 245.00 | 39.45 | |
| Schwab U.s. Reit Etf Etf (SCHH) | 0.0 | $9.5k | 456.00 | 20.89 | |
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $9.4k | 78.00 | 120.18 | |
| Qualcomm (QCOM) | 0.0 | $9.2k | 53.00 | 172.87 | |
| CF Industries Holdings (CF) | 0.0 | $9.0k | 117.00 | 77.34 | |
| Constellation Energy (CEG) | 0.0 | $8.8k | 25.00 | 353.28 | |
| Zimmer Holdings (ZBH) | 0.0 | $8.8k | 98.00 | 89.92 | |
| PPL Corporation (PPL) | 0.0 | $8.8k | 250.00 | 35.02 | |
| State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB) | 0.0 | $8.7k | 97.00 | 89.20 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $8.6k | 150.00 | 57.49 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $8.5k | 104.00 | 82.02 | |
| Bar Harbor Bankshares (BHB) | 0.0 | $8.4k | 270.00 | 31.05 | |
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.0 | $8.4k | 100.00 | 83.75 | |
| Sandisk Corp (SNDK) | 0.0 | $8.3k | 35.00 | 237.37 | |
| Utilities Select Sector Spdr Fund Etf (USAR) | 0.0 | $8.3k | 695.00 | 11.90 | |
| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.0 | $8.0k | 135.00 | 59.54 | |
| Hyatt Hotels Corporation (H) | 0.0 | $8.0k | 50.00 | 160.32 | |
| Rb Global (RBA) | 0.0 | $7.8k | 76.00 | 102.87 | |
| LKQ Corporation (LKQ) | 0.0 | $7.6k | 253.00 | 30.20 | |
| Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) | 0.0 | $7.6k | 206.00 | 36.83 | |
| Snap-on Incorporated (SNA) | 0.0 | $7.6k | 22.00 | 344.59 | |
| Public Storage (PSA) | 0.0 | $7.5k | 29.00 | 259.52 | |
| Dollar Tree (DLTR) | 0.0 | $7.5k | 61.00 | 123.02 | |
| Philip Morris International (PM) | 0.0 | $7.4k | 46.00 | 160.39 | |
| Allstate Corporation (ALL) | 0.0 | $7.3k | 35.00 | 208.14 | |
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.0 | $7.3k | 100.00 | 72.68 | |
| Affiliated Managers (AMG) | 0.0 | $7.2k | 25.00 | 288.28 | |
| Centene Corporation (CNC) | 0.0 | $7.0k | 170.00 | 41.15 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $6.9k | 72.00 | 96.03 | |
| Kontoor Brands (KTB) | 0.0 | $6.7k | 110.00 | 61.09 | |
| Nuveen California Amt Qlt Mun Cef (NKX) | 0.0 | $6.7k | 536.00 | 12.44 | |
| Chubb (CB) | 0.0 | $6.6k | 21.00 | 312.14 | |
| State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) | 0.0 | $6.5k | 226.00 | 28.84 | |
| Avadel Pharmaceuticals (AVDL) | 0.0 | $6.2k | 290.00 | 21.55 | |
| Wec Energy Group (WEC) | 0.0 | $6.2k | 59.00 | 105.46 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $6.2k | 1.4k | 4.55 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $6.2k | 238.00 | 25.89 | |
| State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.0 | $5.9k | 126.00 | 46.86 | |
| Core Molding Technologies (CMT) | 0.0 | $5.9k | 293.00 | 20.05 | |
| Dimensional Inflation-protected Securities Etf Etf (DFIP) | 0.0 | $5.8k | 140.00 | 41.56 | |
| Fidelity Msci Consumer Staples Index Etf Etf (FSTA) | 0.0 | $5.8k | 118.00 | 49.19 | |
| Extra Space Storage (EXR) | 0.0 | $5.7k | 44.00 | 130.23 | |
| Ishares Mbs Etf Etf (MBB) | 0.0 | $5.7k | 60.00 | 95.22 | |
| Dt Midstream (DTM) | 0.0 | $5.6k | 47.00 | 119.68 | |
| Blackrock (BLK) | 0.0 | $5.5k | 5.00 | 1100.40 | |
| Invesco Solar Etf Etf (TAN) | 0.0 | $5.5k | 112.00 | 49.12 | |
| New York Times Company (NYT) | 0.0 | $5.2k | 75.00 | 69.43 | |
| Union Pacific Corporation (UNP) | 0.0 | $5.1k | 22.00 | 231.32 | |
| Metropcs Communications (TMUS) | 0.0 | $5.1k | 25.00 | 203.04 | |
| Mp Materials Corp (MP) | 0.0 | $5.1k | 100.00 | 50.52 | |
| Kopin Corporation (KOPN) | 0.0 | $5.0k | 2.1k | 2.34 | |
| Ishares Tips Bond Etf Etf (TIP) | 0.0 | $4.9k | 45.00 | 109.91 | |
| Novo Nordisk A/S (NVO) | 0.0 | $4.9k | 96.00 | 50.88 | |
| Wisdomtree Japan Smallcap Dividend Fund Etf (DFJ) | 0.0 | $4.8k | 50.00 | 96.34 | |
| General Mills (GIS) | 0.0 | $4.8k | 103.00 | 46.50 | |
| United Parcel Service (UPS) | 0.0 | $4.8k | 48.00 | 99.19 | |
| Ingersoll Rand (IR) | 0.0 | $4.8k | 60.00 | 79.22 | |
| Delta Air Lines (DAL) | 0.0 | $4.7k | 68.00 | 69.40 | |
| Wabtec Corporation (WAB) | 0.0 | $4.7k | 22.00 | 213.45 | |
| Clean Harbors (CLH) | 0.0 | $4.7k | 20.00 | 234.50 | |
| State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 0.0 | $4.5k | 55.00 | 82.51 | |
| State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) | 0.0 | $4.5k | 78.00 | 57.91 | |
| Ishares China Large-cap Etf Etf (FXI) | 0.0 | $4.4k | 115.00 | 38.29 | |
| South Bow Corp (SOBO) | 0.0 | $4.4k | 160.00 | 27.47 | |
| Warby Parker (WRBY) | 0.0 | $4.4k | 200.00 | 21.79 | |
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.0 | $4.3k | 60.00 | 71.42 | |
| Waste Management (WM) | 0.0 | $4.2k | 19.00 | 219.68 | |
| State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) | 0.0 | $4.1k | 137.00 | 30.20 | |
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $4.0k | 134.00 | 29.87 | |
| Iac Interactivecorp (IAC) | 0.0 | $3.9k | 100.00 | 39.10 | |
| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.0 | $3.9k | 115.00 | 33.74 | |
| Coinbase Global (COIN) | 0.0 | $3.8k | 17.00 | 226.12 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $3.8k | 8.00 | 473.25 | |
| DaVita (DVA) | 0.0 | $3.7k | 33.00 | 113.61 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $3.5k | 132.00 | 26.56 | |
| Accenture (ACN) | 0.0 | $3.5k | 13.00 | 268.31 | |
| Iron Mountain (IRM) | 0.0 | $3.5k | 42.00 | 82.95 | |
| Workday Inc cl a (WDAY) | 0.0 | $3.4k | 16.00 | 214.75 | |
| Nuveen Amt Free Mun Cr Cef (NVG) | 0.0 | $3.4k | 270.00 | 12.66 | |
| Karat Packaging (KRT) | 0.0 | $3.4k | 150.00 | 22.57 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $3.3k | 33.00 | 99.91 | |
| Amphenol Corporation (APH) | 0.0 | $3.3k | 24.00 | 136.92 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $3.2k | 20.00 | 162.00 | |
| Ishares Msci India Etf Etf (INDA) | 0.0 | $3.2k | 59.00 | 54.05 | |
| MasterCard Incorporated (MA) | 0.0 | $3.2k | 5.00 | 635.60 | |
| Paccar (PCAR) | 0.0 | $3.2k | 29.00 | 109.52 | |
| Arch Capital Group (ACGL) | 0.0 | $3.2k | 33.00 | 95.91 | |
| EOG Resources (EOG) | 0.0 | $3.2k | 30.00 | 105.00 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.1k | 32.00 | 96.66 | |
| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $3.1k | 22.00 | 139.18 | |
| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $3.0k | 11.00 | 276.91 | |
| Elf Beauty (ELF) | 0.0 | $3.0k | 40.00 | 76.05 | |
| Spdr Bridgewater All Weather Etf Etf (ALLW) | 0.0 | $3.0k | 110.00 | 27.49 | |
| Copa Holdings Sa-class A (CPA) | 0.0 | $3.0k | 25.00 | 120.60 | |
| Progressive Corporation (PGR) | 0.0 | $3.0k | 13.00 | 227.69 | |
| American Water Works (AWK) | 0.0 | $2.9k | 22.00 | 130.50 | |
| Union Bankshares (UNB) | 0.0 | $2.8k | 120.00 | 23.73 | |
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $2.8k | 30.00 | 94.17 | |
| Boeing Company (BA) | 0.0 | $2.8k | 13.00 | 217.15 | |
| Diageo (DEO) | 0.0 | $2.7k | 31.00 | 88.16 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $2.7k | 30.00 | 90.03 | |
| Energy Transfer Equity (ET) | 0.0 | $2.7k | 163.00 | 16.49 | |
| Palantir Technologies (PLTR) | 0.0 | $2.6k | 14.00 | 187.00 | |
| Where Food Comes From (WFCF) | 0.0 | $2.6k | 225.00 | 11.49 | |
| State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) | 0.0 | $2.5k | 100.00 | 25.32 | |
| Shake Shack Inc cl a (SHAK) | 0.0 | $2.4k | 30.00 | 81.17 | |
| Ford Motor Company (F) | 0.0 | $2.3k | 176.00 | 13.12 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $2.3k | 4.00 | 570.25 | |
| Invesco Zacks Multi-asset Income Etf Etf (CVY) | 0.0 | $2.3k | 85.00 | 26.81 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $2.3k | 8.00 | 284.00 | |
| Axon Enterprise (AXON) | 0.0 | $2.3k | 4.00 | 568.00 | |
| Evercommerce (EVCM) | 0.0 | $2.3k | 187.00 | 12.11 | |
| Prudential Financial (PRU) | 0.0 | $2.3k | 20.00 | 112.90 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $2.2k | 2.00 | 1103.50 | |
| Intuit (INTU) | 0.0 | $2.2k | 3.00 | 723.67 | |
| Roku (ROKU) | 0.0 | $2.2k | 20.00 | 108.50 | |
| S&p Global (SPGI) | 0.0 | $2.1k | 4.00 | 533.75 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $2.1k | 13.00 | 163.31 | |
| Invesco (IVZ) | 0.0 | $2.1k | 80.00 | 26.27 | |
| Absci Corp (ABSI) | 0.0 | $2.1k | 600.00 | 3.49 | |
| Goldman Sachs (GS) | 0.0 | $2.1k | 2.00 | 1041.50 | |
| Crown Castle Intl (CCI) | 0.0 | $2.0k | 23.00 | 88.87 | |
| Consolidated Edison (ED) | 0.0 | $2.0k | 20.00 | 99.30 | |
| Apa Corporation (APA) | 0.0 | $2.0k | 80.00 | 24.59 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $1.9k | 15.00 | 125.80 | |
| Nutanix Inc cl a (NTNX) | 0.0 | $1.9k | 36.00 | 51.69 | |
| Paychex (PAYX) | 0.0 | $1.8k | 16.00 | 112.19 | |
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $1.8k | 80.00 | 22.32 | |
| Targa Res Corp (TRGP) | 0.0 | $1.8k | 9.00 | 196.78 | |
| Welltower Inc Com reit (WELL) | 0.0 | $1.8k | 9.00 | 195.89 | |
| Ishares Msci Usa Equal Weighted Etf Etf (EUSA) | 0.0 | $1.8k | 17.00 | 103.35 | |
| Grayscale Ethereum Trust Etf Etf (ETHE) | 0.0 | $1.7k | 62.00 | 28.06 | |
| BP (BP) | 0.0 | $1.7k | 50.00 | 34.74 | |
| The Magnum Ice Cream C F (MICC) | 0.0 | $1.7k | 109.00 | 15.85 | |
| Stryker Corporation (SYK) | 0.0 | $1.7k | 4.00 | 422.00 | |
| PG&E Corporation (PCG) | 0.0 | $1.6k | 100.00 | 16.15 | |
| Moody's Corporation (MCO) | 0.0 | $1.5k | 2.00 | 755.00 | |
| O'reilly Automotive (ORLY) | 0.0 | $1.4k | 15.00 | 91.20 | |
| Kayne Anderson Energy Infrstr Cef (KYN) | 0.0 | $1.2k | 100.00 | 12.38 | |
| Ecolab (ECL) | 0.0 | $1.2k | 4.00 | 305.75 | |
| CoStar (CSGP) | 0.0 | $1.2k | 18.00 | 67.22 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.2k | 8.00 | 146.62 | |
| DTE Energy Company (DTE) | 0.0 | $1.2k | 9.00 | 129.00 | |
| 3M Company (MMM) | 0.0 | $1.2k | 7.00 | 165.57 | |
| Jpmorgan Mortgage-backed Securities Etf Etf (JMTG) | 0.0 | $1.1k | 22.00 | 51.05 | |
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $980.999500 | 13.00 | 75.46 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $961.000500 | 15.00 | 64.07 | |
| Motorola Solutions (MSI) | 0.0 | $939.000000 | 2.00 | 469.50 | |
| Urban Outfitters (URBN) | 0.0 | $903.000000 | 12.00 | 75.25 | |
| State Street Spdr S&p Biotech Etf Etf (XBI) | 0.0 | $854.000000 | 7.00 | 122.00 | |
| Blackstone Mtg Tr (BXMT) | 0.0 | $822.998500 | 43.00 | 19.14 | |
| Grove Collaborative Hold (GROV) | 0.0 | $770.000000 | 700.00 | 1.10 | |
| Vanguard Total World Stock Etf Etf (VT) | 0.0 | $705.000000 | 5.00 | 141.00 | |
| Nokia Corporation (NOK) | 0.0 | $647.000000 | 100.00 | 6.47 | |
| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $614.000000 | 1.00 | 614.00 | |
| Avantis U.s Small Cap Equity Etf Etf (AVSC) | 0.0 | $587.000000 | 10.00 | 58.70 | |
| Clii (EVGO) | 0.0 | $582.000000 | 200.00 | 2.91 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $544.000000 | 4.00 | 136.00 | |
| Lithium Americas Argentina Corp (LAR) | 0.0 | $490.996000 | 88.00 | 5.58 | |
| Wright Express (WEX) | 0.0 | $447.000000 | 3.00 | 149.00 | |
| Elevra Lithium (ELVR) | 0.0 | $421.000000 | 8.00 | 52.62 | |
| Pacer Industrial Real Estate Etf Etf (INDS) | 0.0 | $403.000400 | 11.00 | 36.64 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $296.000000 | 8.00 | 37.00 | |
| Harris Oakmark Etf Trust (OAKM) | 0.0 | $284.000000 | 10.00 | 28.40 | |
| Fuelcell Energy (FCEL) | 0.0 | $219.000000 | 30.00 | 7.30 | |
| Snap Inc cl a (SNAP) | 0.0 | $209.999400 | 26.00 | 8.08 | |
| Nike (NKE) | 0.0 | $127.000000 | 2.00 | 63.50 | |
| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.0 | $114.999900 | 3.00 | 38.33 | |
| American Century U.s. Quality Growth Etf Etf (QGRO) | 0.0 | $115.000000 | 1.00 | 115.00 | |
| Crocs (CROX) | 0.0 | $86.000000 | 1.00 | 86.00 | |
| Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) | 0.0 | $85.000000 | 1.00 | 85.00 | |
| RadNet (RDNT) | 0.0 | $71.000000 | 1.00 | 71.00 | |
| Onewater Marine Inc cl a (ONEW) | 0.0 | $64.999800 | 6.00 | 10.83 | |
| Himax Technologies (HIMX) | 0.0 | $57.000300 | 7.00 | 8.14 | |
| Under Armour (UAA) | 0.0 | $55.000000 | 11.00 | 5.00 | |
| Sirius XM Holdings (SIRI) | 0.0 | $40.000000 | 2.00 | 20.00 | |
| Krispy Kreme (DNUT) | 0.0 | $32.000000 | 8.00 | 4.00 | |
| Gen Restaurant Grp Cl A Ord (GENK) | 0.0 | $31.999500 | 15.00 | 2.13 | |
| Beyond Meat (BYND) | 0.0 | $8.000000 | 10.00 | 0.80 | |
| Booking Holdings (BKNG) | 0.0 | $0 | 0 | 0.00 |