Agf Management as of June 30, 2025
Portfolio Holdings for Agf Management
Agf Management holds 624 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.8 | $855M | 5.4M | 157.99 | |
| Facebook Inc cl a (META) | 3.0 | $678M | 918k | 738.09 | |
| Broadcom (AVGO) | 2.9 | $642M | 2.3M | 275.65 | |
| Rbc Cad (RY) | 2.2 | $506M | 2.8M | 179.47 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $497M | 2.8M | 176.23 | |
| Amazon (AMZN) | 2.0 | $458M | 2.1M | 219.39 | |
| Chesapeake Energy Corp (EXE) | 2.0 | $451M | 3.9M | 116.94 | |
| Robinhood Mkts (HOOD) | 1.9 | $419M | 4.5M | 93.63 | |
| Boston Scientific Corporation (BSX) | 1.5 | $347M | 3.2M | 107.41 | |
| Tor Dom Bk Cad (TD) | 1.5 | $346M | 3.5M | 100.16 | |
| Goldman Sachs (GS) | 1.5 | $344M | 485k | 707.75 | |
| L3harris Technologies (LHX) | 1.4 | $325M | 1.3M | 250.84 | |
| Wal-Mart Stores (WMT) | 1.4 | $324M | 3.3M | 97.78 | |
| Microsoft Corporation (MSFT) | 1.4 | $318M | 639k | 497.41 | |
| Technology SPDR (XLK) | 1.3 | $303M | 1.2M | 253.17 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.3 | $299M | 587k | 509.31 | |
| Lpl Financial Holdings (LPLA) | 1.3 | $287M | 765k | 374.97 | |
| SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 1.3 | $282M | 3.1M | 91.73 | |
| Amphenol Corporation (APH) | 1.2 | $276M | 2.8M | 98.75 | |
| Axon Enterprise (AXON) | 1.1 | $255M | 308k | 827.94 | |
| Cameco Corporation (CCJ) | 1.1 | $251M | 3.4M | 74.25 | |
| Intuitive Surgical (ISRG) | 1.1 | $251M | 462k | 543.41 | |
| Eli Lilly & Co. (LLY) | 1.1 | $246M | 316k | 779.53 | |
| Intercontinental Exchange (ICE) | 1.1 | $237M | 1.3M | 183.47 | |
| Spotify Technology Sa (SPOT) | 1.0 | $220M | 287k | 767.34 | |
| Enbridge (ENB) | 1.0 | $219M | 3.5M | 61.75 | |
| Servicenow (NOW) | 1.0 | $216M | 210k | 1028.08 | |
| Howmet Aerospace (HWM) | 1.0 | $215M | 1.2M | 186.13 | |
| Canadian Natural Resources (CNQ) | 0.9 | $213M | 5.0M | 42.80 | |
| Ares Management Corporation cl a com stk (ARES) | 0.9 | $211M | 1.2M | 173.20 | |
| Abbvie (ABBV) | 0.9 | $211M | 1.1M | 185.62 | |
| Netflix (NFLX) | 0.9 | $209M | 156k | 1339.13 | |
| Uber Technologies (UBER) | 0.9 | $207M | 2.2M | 93.30 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.9 | $206M | 2.4M | 84.28 | |
| Canadian Pacific Kansas City (CP) | 0.9 | $197M | 1.8M | 108.18 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $195M | 642k | 304.11 | |
| Visa (V) | 0.8 | $188M | 529k | 355.05 | |
| Cheniere Energy (LNG) | 0.8 | $178M | 730k | 243.52 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $174M | 599k | 289.91 | |
| Tesla Motors (TSLA) | 0.8 | $173M | 545k | 317.66 | |
| Agnico (AEM) | 0.7 | $153M | 1.3M | 119.14 | |
| Manulife Finl Corp (MFC) | 0.7 | $146M | 3.4M | 43.54 | |
| Quanta Services (PWR) | 0.6 | $143M | 379k | 378.08 | |
| Eaton (ETN) | 0.6 | $134M | 376k | 356.99 | |
| Oracle Corporation (ORCL) | 0.6 | $134M | 613k | 218.63 | |
| Suncor Energy (SU) | 0.6 | $134M | 3.6M | 37.46 | |
| Royal Caribbean Cruises (RCL) | 0.6 | $130M | 415k | 313.14 | |
| MercadoLibre (MELI) | 0.6 | $128M | 49k | 2613.63 | |
| O'reilly Automotive (ORLY) | 0.6 | $127M | 1.4M | 90.13 | |
| Waste Management (WM) | 0.6 | $127M | 553k | 228.82 | |
| Sea Adr (SE) | 0.6 | $125M | 784k | 159.94 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $122M | 214k | 568.03 | |
| Fidelity MSCI Information Technology Index ETF Etf (FTEC) | 0.5 | $122M | 617k | 197.22 | |
| Waste Connections (WCN) | 0.5 | $122M | 652k | 186.72 | |
| Embraer SA Adr (EMBJ) | 0.5 | $121M | 2.1M | 56.91 | |
| Mondelez Int (MDLZ) | 0.5 | $117M | 1.7M | 67.44 | |
| Philip Morris International (PM) | 0.5 | $117M | 642k | 182.13 | |
| Kkr & Co (KKR) | 0.5 | $115M | 864k | 133.03 | |
| Interactive Brokers (IBKR) | 0.5 | $114M | 2.1M | 55.41 | |
| Primerica (PRI) | 0.5 | $114M | 417k | 273.67 | |
| Motorola Solutions (MSI) | 0.5 | $113M | 268k | 420.46 | |
| Financial Select Sector SPDR ETF Etf (XLF) | 0.5 | $111M | 2.1M | 52.37 | |
| Pembina Pipeline Corp (PBA) | 0.5 | $110M | 2.2M | 51.13 | |
| Home Depot (HD) | 0.5 | $109M | 296k | 366.64 | |
| Communication Services Select Sector SPDR Fund Etf (XLC) | 0.5 | $108M | 991k | 108.53 | |
| ICICI Bank Adr (IBN) | 0.5 | $107M | 3.2M | 33.64 | |
| TJX Companies (TJX) | 0.5 | $107M | 862k | 123.49 | |
| Taiwan Semiconductor Mfg (TSM) | 0.5 | $103M | 455k | 226.49 | |
| Birkenstock Holding (BIRK) | 0.4 | $100M | 2.0M | 49.18 | |
| Analog Devices (ADI) | 0.4 | $92M | 385k | 238.02 | |
| Bank Of Montreal Cadcom (BMO) | 0.4 | $92M | 607k | 150.91 | |
| Ge Vernova (GEV) | 0.4 | $92M | 173k | 529.15 | |
| Johnson & Johnson (JNJ) | 0.4 | $91M | 596k | 152.75 | |
| Chubb (CB) | 0.4 | $91M | 313k | 289.72 | |
| Apple (AAPL) | 0.4 | $90M | 436k | 205.17 | |
| Health Care Select Sector SPDR ETF Etf (XLV) | 0.4 | $89M | 662k | 134.79 | |
| Vanguard Europe Pacific ETF (VEA) | 0.4 | $89M | 1.6M | 57.01 | |
| Williams Companies (WMB) | 0.4 | $87M | 1.4M | 62.81 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $86M | 172k | 499.98 | |
| Honeywell International (HON) | 0.4 | $86M | 369k | 232.88 | |
| Coca Cola European Partners (CCEP) | 0.4 | $86M | 926k | 92.72 | |
| Cibc Cad (CM) | 0.4 | $85M | 882k | 96.66 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $84M | 206k | 405.46 | |
| Canadian Natl Ry (CNI) | 0.4 | $83M | 801k | 104.20 | |
| Bank of America Corporation (BAC) | 0.4 | $83M | 1.8M | 47.32 | |
| Thomson Reuters Corp. (TRI) | 0.4 | $83M | 303k | 273.84 | |
| Brookfield Infrastructure Part (BIP) | 0.4 | $83M | 2.5M | 33.50 | |
| Sun Life Financial (SLF) | 0.4 | $81M | 1.2M | 66.54 | |
| Procter & Gamble Company (PG) | 0.4 | $80M | 501k | 159.32 | |
| Consumer Staples Select Sector SPDR ETF Etf (XLP) | 0.4 | $80M | 981k | 80.97 | |
| Costco Wholesale Corporation (COST) | 0.4 | $79M | 80k | 989.94 | |
| AFLAC Incorporated (AFL) | 0.3 | $79M | 744k | 105.46 | |
| Vanguard Large-Cap ETF (VV) | 0.3 | $77M | 269k | 285.30 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.3 | $76M | 650k | 117.00 | |
| Hilton Worldwide Holdings (HLT) | 0.3 | $75M | 280k | 266.34 | |
| Telus Ord (TU) | 0.3 | $69M | 3.2M | 21.87 | |
| Brookfield Asset Management (BAM) | 0.3 | $69M | 920k | 75.37 | |
| Granite REIT Reit (GRTUF) | 0.3 | $69M | 1.4M | 50.80 | |
| Vanguard Information Technology ETF Etf (VGT) | 0.3 | $69M | 103k | 663.28 | |
| Nutrien (NTR) | 0.3 | $67M | 1.1M | 58.25 | |
| Linde (LIN) | 0.3 | $66M | 142k | 469.18 | |
| Consumer Discretionary Select Sector SPDR Fund ETF Etf (XLY) | 0.3 | $65M | 299k | 217.33 | |
| Tc Energy Corp (TRP) | 0.3 | $65M | 1.3M | 48.82 | |
| Duolingo (DUOL) | 0.3 | $62M | 152k | 410.02 | |
| Pan American Silver Corp Can (PAAS) | 0.3 | $60M | 2.1M | 28.38 | |
| Industrial Select Sector SPDR ETF Etf (XLI) | 0.3 | $58M | 394k | 147.52 | |
| Morgan Stanley (MS) | 0.2 | $54M | 386k | 140.86 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.2 | $54M | 1.3M | 43.22 | |
| salesforce (CRM) | 0.2 | $54M | 198k | 272.69 | |
| Rogers Communications -cl B (RCI) | 0.2 | $53M | 1.8M | 29.66 | |
| Johnson Controls International Plc equity (JCI) | 0.2 | $53M | 497k | 105.62 | |
| M&T Bank Corporation (MTB) | 0.2 | $52M | 266k | 193.99 | |
| Sherwin-Williams Company (SHW) | 0.2 | $51M | 149k | 343.36 | |
| Brookfield Renewable Partners Ltd Part (BEP) | 0.2 | $50M | 1.4M | 34.72 | |
| Accenture (ACN) | 0.2 | $50M | 166k | 298.89 | |
| Fidelity MSCI Health Care Index ETF Etf (FHLC) | 0.2 | $48M | 756k | 63.95 | |
| iShares S&P 100 Index (OEF) | 0.2 | $47M | 154k | 304.35 | |
| Cisco Systems (CSCO) | 0.2 | $43M | 624k | 69.38 | |
| Fidelity MSCI Financials Index ETF Etf (FNCL) | 0.2 | $43M | 579k | 74.04 | |
| Fidelity MSCI Communication Services Index ETF Etf (FCOM) | 0.2 | $41M | 632k | 64.81 | |
| Franklin FTSE India ETF Etf (FLIN) | 0.2 | $41M | 1.0M | 39.83 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $38M | 79k | 485.77 | |
| Equinix Inc. REIT Reit (EQIX) | 0.2 | $38M | 48k | 795.47 | |
| Timken Company (TKR) | 0.2 | $35M | 484k | 72.55 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $34M | 122k | 279.83 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $34M | 317k | 107.80 | |
| Hca Holdings (HCA) | 0.1 | $33M | 87k | 383.10 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $31M | 176k | 177.39 | |
| Energy Select Sector SPDR Fund ETF Etf (XLE) | 0.1 | $31M | 365k | 84.81 | |
| Moody's Corporation (MCO) | 0.1 | $31M | 61k | 501.59 | |
| Bk Nova Cad (BNS) | 0.1 | $30M | 395k | 75.30 | |
| American Tower Corp. REIT Reit (AMT) | 0.1 | $29M | 133k | 221.02 | |
| Vanguard Health Care ETF (VHT) | 0.1 | $29M | 117k | 248.34 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $27M | 134k | 204.67 | |
| Bristol Myers Squibb (BMY) | 0.1 | $27M | 588k | 46.29 | |
| Shopify Inc cl a (SHOP) | 0.1 | $27M | 172k | 157.06 | |
| Fidelity MSCI Consumer Discretionary Index ETF Etf (FDIS) | 0.1 | $26M | 274k | 94.07 | |
| Utilities Select Sector SPDR ETF Etf (XLU) | 0.1 | $25M | 304k | 81.66 | |
| Badger Meter (BMI) | 0.1 | $24M | 97k | 244.95 | |
| Nnn Reit Reit (NNN) | 0.1 | $24M | 544k | 43.18 | |
| AutoZone (AZO) | 0.1 | $24M | 6.3k | 3712.23 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $23M | 345k | 67.22 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $23M | 127k | 182.82 | |
| McDonald's Corporation (MCD) | 0.1 | $23M | 79k | 292.17 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $23M | 138k | 164.64 | |
| Fidelity MSCI Industrials Index ETF Etf (FIDU) | 0.1 | $22M | 288k | 77.53 | |
| Ecolab (ECL) | 0.1 | $22M | 81k | 269.44 | |
| Pfizer (PFE) | 0.1 | $22M | 898k | 24.24 | |
| Fidelity MSCI Consumer Staples Index ETF Etf (FSTA) | 0.1 | $22M | 425k | 51.15 | |
| Fiserv (FI) | 0.1 | $22M | 125k | 172.41 | |
| Antero Res (AR) | 0.1 | $21M | 528k | 40.28 | |
| Fidelity MSCI Energy Index ETF Etf (FENY) | 0.1 | $21M | 898k | 23.45 | |
| Comcast Corporation (CMCSA) | 0.1 | $21M | 589k | 35.69 | |
| Progressive Corporation (PGR) | 0.1 | $21M | 77k | 266.86 | |
| HudBay Minerals (HBM) | 0.1 | $20M | 1.9M | 10.61 | |
| Coca-Cola Company (KO) | 0.1 | $20M | 280k | 70.75 | |
| Network Associates Inc cl a (NET) | 0.1 | $20M | 100k | 195.83 | |
| Materials Select Sector SPDR ETF Etf (XLB) | 0.1 | $20M | 223k | 87.81 | |
| Tradeweb Markets (TW) | 0.1 | $19M | 130k | 146.40 | |
| AGCO Corporation (AGCO) | 0.1 | $19M | 181k | 103.16 | |
| Curtiss-Wright (CW) | 0.1 | $19M | 38k | 488.55 | |
| Ishares Inc msci emrg chn (EMXC) | 0.1 | $19M | 294k | 63.14 | |
| Vanguard European ETF (VGK) | 0.1 | $18M | 237k | 77.50 | |
| Trane Technologies (TT) | 0.1 | $17M | 39k | 437.41 | |
| Samsara (IOT) | 0.1 | $17M | 424k | 39.78 | |
| S&p Global (SPGI) | 0.1 | $17M | 32k | 527.29 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $16M | 68k | 236.98 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $16M | 93k | 171.03 | |
| Ats (ATS) | 0.1 | $16M | 490k | 31.89 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $16M | 474k | 32.77 | |
| Guidewire Software (GWRE) | 0.1 | $16M | 66k | 235.45 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.1 | $15M | 142k | 105.02 | |
| Jabil Circuit (JBL) | 0.1 | $15M | 67k | 218.10 | |
| Celestica (CLS) | 0.1 | $14M | 92k | 156.24 | |
| Descartes Sys Grp (DSGX) | 0.1 | $14M | 140k | 101.58 | |
| Herbalife CCB (Principal) | 0.1 | $14M | 16M | 0.91 | |
| Rb Global (RBA) | 0.1 | $14M | 133k | 106.24 | |
| Cerence CCB (Principal) | 0.1 | $14M | 19M | 0.76 | |
| Alamos Gold Inc New Class A (AGI) | 0.1 | $14M | 522k | 26.60 | |
| Kratos Defense & Security Solutions (KTOS) | 0.1 | $14M | 298k | 46.45 | |
| Franklin FTSE Japan ETF Etf (FLJP) | 0.1 | $14M | 430k | 32.15 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $14M | 22k | 617.85 | |
| Franklin FTSE Saudi Arabia ETF Etf (FLSA) | 0.1 | $14M | 419k | 32.87 | |
| Evercore Partners (EVR) | 0.1 | $13M | 50k | 270.02 | |
| Southern Copper Corporation (SCCO) | 0.1 | $13M | 132k | 101.17 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $13M | 55k | 242.85 | |
| Travere Therapeutics CCB (Principal) | 0.1 | $13M | 14M | 0.95 | |
| MetLife (MET) | 0.1 | $13M | 161k | 80.42 | |
| Wabtec Corporation (WAB) | 0.1 | $13M | 61k | 209.35 | |
| Infosys Adr (INFY) | 0.1 | $13M | 692k | 18.53 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $13M | 167k | 76.44 | |
| Grupo Financiero Galicia SA Adr (GGAL) | 0.1 | $13M | 251k | 50.39 | |
| Nextera Energy (NEE) | 0.1 | $13M | 180k | 69.42 | |
| Alaska Air (ALK) | 0.1 | $12M | 249k | 49.48 | |
| Dollar General (DG) | 0.1 | $12M | 106k | 114.38 | |
| Evolent Health CCB (Principal) | 0.1 | $12M | 14M | 0.85 | |
| Real Estate Select Sector SPDR ETF Etf (XLRE) | 0.1 | $12M | 289k | 41.42 | |
| Ralph Lauren Corp (RL) | 0.1 | $12M | 43k | 274.28 | |
| Nio CCB (Principal) | 0.1 | $12M | 16M | 0.71 | |
| Technipfmc (FTI) | 0.1 | $12M | 335k | 34.44 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $11M | 55k | 207.62 | |
| Bandwidth CCB (Principal) | 0.1 | $11M | 14M | 0.84 | |
| Vanguard Growth ETF (VUG) | 0.1 | $11M | 26k | 438.40 | |
| Stifel Financial (SF) | 0.0 | $11M | 108k | 103.78 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $11M | 40k | 280.07 | |
| Astera Labs (ALAB) | 0.0 | $11M | 122k | 90.42 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $11M | 133k | 81.21 | |
| Kinross Gold Corp (KGC) | 0.0 | $11M | 691k | 15.63 | |
| iShares S&P 500 Index (IVV) | 0.0 | $11M | 17k | 620.90 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $11M | 59k | 181.74 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $10M | 19k | 551.64 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $10M | 96k | 104.50 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $10M | 112k | 89.93 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $10M | 77k | 130.84 | |
| Toast (TOST) | 0.0 | $10M | 225k | 44.29 | |
| Vanguard Pacific ETF (VPL) | 0.0 | $9.9M | 121k | 82.18 | |
| Tapestry (TPR) | 0.0 | $9.9M | 113k | 87.81 | |
| Digital Realty Trust Inc. REIT Reit (DLR) | 0.0 | $9.8M | 56k | 174.33 | |
| Valero Energy Corporation (VLO) | 0.0 | $9.5M | 70k | 134.42 | |
| Welltower Inc. REIT Reit (WELL) | 0.0 | $9.4M | 61k | 153.73 | |
| MasTec (MTZ) | 0.0 | $9.3M | 55k | 170.43 | |
| Hannon Armstrong (HASI) | 0.0 | $9.3M | 347k | 26.86 | |
| Tencent Music Entertainment Group Adr (TME) | 0.0 | $9.2M | 471k | 19.49 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $9.1M | 16k | 566.48 | |
| Duke Energy (DUK) | 0.0 | $8.8M | 74k | 118.00 | |
| Brookfield Business Partners LP - Units Ltd Part (BBU) | 0.0 | $8.7M | 336k | 26.02 | |
| Kinder Morgan (KMI) | 0.0 | $8.3M | 283k | 29.40 | |
| Fidelity MSCI Real Estate Index ETF Etf (FREL) | 0.0 | $8.2M | 303k | 27.04 | |
| Cava Group Ord (CAVA) | 0.0 | $7.9M | 94k | 84.23 | |
| Cme (CME) | 0.0 | $7.9M | 29k | 275.62 | |
| Fidelity MSCI Materials Index ETF Etf (FMAT) | 0.0 | $7.9M | 159k | 49.87 | |
| Doordash (DASH) | 0.0 | $7.8M | 32k | 246.51 | |
| RadNet (RDNT) | 0.0 | $7.6M | 134k | 56.91 | |
| Integer Hldgs (ITGR) | 0.0 | $7.6M | 62k | 122.97 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $7.5M | 17k | 445.20 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $7.5M | 89k | 83.48 | |
| Automatic Data Processing (ADP) | 0.0 | $7.4M | 24k | 308.40 | |
| Green Plains CCB (Principal) | 0.0 | $7.2M | 8.7M | 0.83 | |
| iShares Silver Trust ETF Etf (SLV) | 0.0 | $7.2M | 218k | 32.81 | |
| Equifax (EFX) | 0.0 | $7.1M | 28k | 259.37 | |
| Trimble Navigation (TRMB) | 0.0 | $7.1M | 94k | 75.98 | |
| Datadog Inc Cl A (DDOG) | 0.0 | $7.1M | 53k | 134.33 | |
| Chevron Corporation (CVX) | 0.0 | $6.9M | 48k | 143.19 | |
| Amer Sports (AS) | 0.0 | $6.8M | 176k | 38.76 | |
| Booking Holdings (BKNG) | 0.0 | $6.7M | 1.2k | 5789.24 | |
| Garmin (GRMN) | 0.0 | $6.7M | 32k | 208.72 | |
| Huntington Ingalls Inds (HII) | 0.0 | $6.7M | 28k | 241.46 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $6.4M | 80k | 79.50 | |
| Amcor | 0.0 | $6.4M | 693k | 9.19 | |
| Lam Research (LRCX) | 0.0 | $6.3M | 65k | 97.34 | |
| Array Technologies CCB (Principal) | 0.0 | $6.3M | 8.0M | 0.79 | |
| Dutch Bros (BROS) | 0.0 | $6.2M | 91k | 68.37 | |
| Bentley Systems Cl B Ord (BSY) | 0.0 | $5.9M | 110k | 53.97 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $5.9M | 30k | 195.01 | |
| Iqvia Holdings (IQV) | 0.0 | $5.8M | 37k | 157.59 | |
| American Electric Power Company (AEP) | 0.0 | $5.8M | 56k | 103.76 | |
| Vanguard Value ETF (VTV) | 0.0 | $5.8M | 33k | 176.74 | |
| At&t (T) | 0.0 | $5.7M | 195k | 28.94 | |
| UnitedHealth (UNH) | 0.0 | $5.6M | 18k | 311.97 | |
| Bwx Technologies (BWXT) | 0.0 | $5.6M | 39k | 144.06 | |
| NiSource (NI) | 0.0 | $5.4M | 133k | 40.34 | |
| Constellation Energy (CEG) | 0.0 | $5.4M | 17k | 322.76 | |
| Sprott (SII) | 0.0 | $5.3M | 77k | 69.12 | |
| International Business Machines (IBM) | 0.0 | $5.2M | 18k | 294.78 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $5.1M | 38k | 133.31 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $5.1M | 35k | 146.02 | |
| Schlumberger (SLB) | 0.0 | $5.0M | 148k | 33.80 | |
| Fidelity MSCI Utilities Index ETF Etf (FUTY) | 0.0 | $5.0M | 95k | 52.60 | |
| MasterCard Incorporated (MA) | 0.0 | $4.8M | 8.5k | 561.94 | |
| VICI Properties Inc. REIT Reit (VICI) | 0.0 | $4.6M | 141k | 32.60 | |
| Crh (CRH) | 0.0 | $4.6M | 50k | 91.80 | |
| Exelon Corporation (EXC) | 0.0 | $4.5M | 105k | 43.42 | |
| Valmont Industries (VMI) | 0.0 | $4.5M | 14k | 326.57 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $4.5M | 51k | 89.39 | |
| Southern Company (SO) | 0.0 | $4.5M | 49k | 91.83 | |
| Intuit (INTU) | 0.0 | $4.4M | 5.6k | 787.63 | |
| Prologis Inc. REIT Reit (PLD) | 0.0 | $4.4M | 42k | 105.12 | |
| Ventas Inc. REIT Reit (VTR) | 0.0 | $4.1M | 65k | 63.15 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $4.1M | 52k | 78.70 | |
| Marsh & McLennan Companies | 0.0 | $4.0M | 18k | 218.64 | |
| CBOE Holdings (CBOE) | 0.0 | $4.0M | 17k | 233.21 | |
| Anthem (ELV) | 0.0 | $4.0M | 10k | 388.96 | |
| Alibaba Group Holding CCB (Principal) | 0.0 | $3.9M | 3.1M | 1.27 | |
| CSX Corporation (CSX) | 0.0 | $3.9M | 119k | 32.63 | |
| Entergy Corporation (ETR) | 0.0 | $3.8M | 46k | 83.12 | |
| Union Pacific Corporation (UNP) | 0.0 | $3.8M | 17k | 230.08 | |
| Becton, Dickinson and (BDX) | 0.0 | $3.8M | 22k | 172.25 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $3.7M | 38k | 99.02 | |
| Kirby Corporation (KEX) | 0.0 | $3.7M | 33k | 113.41 | |
| CMS Energy Corporation (CMS) | 0.0 | $3.7M | 54k | 69.28 | |
| Permian Resources Operating CCB (Principal) | 0.0 | $3.7M | 1.5M | 2.41 | |
| Vistra Energy (VST) | 0.0 | $3.7M | 19k | 193.81 | |
| Omega Healthcare Investors Inc. REIT Reit (OHI) | 0.0 | $3.6M | 99k | 36.65 | |
| Eversource Energy (ES) | 0.0 | $3.6M | 57k | 63.62 | |
| HEICO Corporation (HEI) | 0.0 | $3.6M | 11k | 328.00 | |
| Equinox Gold Corp. CCB (Principal) | 0.0 | $3.6M | 3.0M | 1.20 | |
| CF Industries Holdings (CF) | 0.0 | $3.6M | 39k | 92.00 | |
| Realty Income Corp. REIT Reit (O) | 0.0 | $3.5M | 62k | 57.61 | |
| Iridium Communications (IRDM) | 0.0 | $3.5M | 116k | 30.17 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $3.5M | 56k | 62.02 | |
| Dupont De Nemours (DD) | 0.0 | $3.5M | 51k | 68.59 | |
| Sunrun (RUN) | 0.0 | $3.5M | 423k | 8.18 | |
| F5 Networks (FFIV) | 0.0 | $3.4M | 12k | 294.32 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $3.4M | 22k | 155.95 | |
| Juniper Networks (JNPR) | 0.0 | $3.4M | 85k | 39.93 | |
| Pepsi (PEP) | 0.0 | $3.4M | 25k | 132.04 | |
| Royalty Pharma (RPRX) | 0.0 | $3.4M | 93k | 36.03 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $3.3M | 51k | 65.96 | |
| Abbott Laboratories (ABT) | 0.0 | $3.3M | 25k | 136.01 | |
| Appfolio (APPF) | 0.0 | $3.3M | 14k | 230.28 | |
| Electronic Arts (EA) | 0.0 | $3.3M | 21k | 159.70 | |
| Virtu Financial Inc Class A (VIRT) | 0.0 | $3.3M | 74k | 44.79 | |
| Rocket Cos (RKT) | 0.0 | $3.3M | 232k | 14.18 | |
| ConocoPhillips (COP) | 0.0 | $3.3M | 37k | 89.74 | |
| D.R. Horton (DHI) | 0.0 | $3.3M | 25k | 128.92 | |
| Verizon Communications (VZ) | 0.0 | $3.2M | 75k | 43.27 | |
| Sarepta Therapeutics CCB (Principal) | 0.0 | $3.2M | 4.5M | 0.72 | |
| Firstcash Holdings (FCFS) | 0.0 | $3.2M | 24k | 135.14 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $3.2M | 18k | 179.63 | |
| Arrow Electronics (ARW) | 0.0 | $3.2M | 25k | 127.43 | |
| Organon & Co (OGN) | 0.0 | $3.2M | 333k | 9.68 | |
| Crown Holdings (CCK) | 0.0 | $3.2M | 31k | 102.98 | |
| Hologic (HOLX) | 0.0 | $3.2M | 49k | 65.16 | |
| General Dynamics Corporation (GD) | 0.0 | $3.2M | 11k | 291.66 | |
| Hershey Company (HSY) | 0.0 | $3.2M | 19k | 165.95 | |
| Leidos Holdings (LDOS) | 0.0 | $3.2M | 20k | 157.76 | |
| Altria (MO) | 0.0 | $3.2M | 55k | 58.63 | |
| Parsons Corporation (PSN) | 0.0 | $3.2M | 45k | 71.77 | |
| MarketAxess Holdings (MKTX) | 0.0 | $3.2M | 14k | 223.34 | |
| AmerisourceBergen (COR) | 0.0 | $3.2M | 11k | 299.85 | |
| Ball Corporation (BALL) | 0.0 | $3.2M | 57k | 56.09 | |
| Cigna Corp (CI) | 0.0 | $3.2M | 9.7k | 330.58 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.2M | 64k | 49.46 | |
| Targa Res Corp (TRGP) | 0.0 | $3.2M | 18k | 174.08 | |
| Verisign (VRSN) | 0.0 | $3.2M | 11k | 288.80 | |
| Nortonlifelock (GEN) | 0.0 | $3.2M | 108k | 29.40 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $3.2M | 31k | 104.13 | |
| Service Corporation International (SCI) | 0.0 | $3.2M | 39k | 81.40 | |
| United Parcel Service (UPS) | 0.0 | $3.2M | 31k | 100.94 | |
| Sun Communities Inc. REIT Reit (SUI) | 0.0 | $3.2M | 25k | 126.49 | |
| Yum! Brands (YUM) | 0.0 | $3.2M | 21k | 148.18 | |
| Broadridge Financial Solutions (BR) | 0.0 | $3.2M | 13k | 243.03 | |
| eBay (EBAY) | 0.0 | $3.1M | 42k | 74.46 | |
| Clarivate Analytics Plc sn (CLVT) | 0.0 | $3.1M | 731k | 4.30 | |
| NVR (NVR) | 0.0 | $3.1M | 423.00 | 7385.66 | |
| Blackbaud (BLKB) | 0.0 | $3.1M | 49k | 64.21 | |
| Darden Restaurants (DRI) | 0.0 | $3.1M | 14k | 217.97 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $3.1M | 33k | 95.95 | |
| General Electric (GE) | 0.0 | $3.1M | 12k | 257.39 | |
| Loews Corporation (L) | 0.0 | $3.1M | 34k | 91.66 | |
| Crown Castle Inc. REIT Reit (CCI) | 0.0 | $3.1M | 30k | 102.73 | |
| Axis Capital Holdings (AXS) | 0.0 | $3.1M | 30k | 103.82 | |
| Old Republic International Corporation (ORI) | 0.0 | $3.1M | 81k | 38.44 | |
| Akamai Technologies (AKAM) | 0.0 | $3.1M | 39k | 79.76 | |
| Wendy's/arby's Group (WEN) | 0.0 | $3.1M | 271k | 11.42 | |
| Informatica (INFA) | 0.0 | $3.1M | 127k | 24.35 | |
| Match Group (MTCH) | 0.0 | $3.1M | 100k | 30.89 | |
| Lennar Corporation (LEN) | 0.0 | $3.1M | 28k | 110.61 | |
| Axon Enterprise CCB (Principal) | 0.0 | $3.1M | 850k | 3.63 | |
| Devon Energy Corporation (DVN) | 0.0 | $3.1M | 97k | 31.81 | |
| Ul Solutions (ULS) | 0.0 | $3.1M | 42k | 72.86 | |
| Uwm Holdings Cor (UWMC) | 0.0 | $3.1M | 742k | 4.14 | |
| Dun & Bradstreet Hldgs | 0.0 | $3.1M | 338k | 9.09 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $3.1M | 6.0k | 512.31 | |
| Brown & Brown (BRO) | 0.0 | $3.1M | 28k | 110.87 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.1M | 73k | 42.01 | |
| Fastenal Company (FAST) | 0.0 | $3.1M | 73k | 42.00 | |
| Fox Corp (FOXA) | 0.0 | $3.1M | 55k | 56.04 | |
| Hanover Insurance (THG) | 0.0 | $3.1M | 18k | 169.87 | |
| Crane Holdings (CXT) | 0.0 | $3.1M | 57k | 53.90 | |
| Gaming and Leisure Properties Inc. REIT Reit (GLPI) | 0.0 | $3.0M | 65k | 46.68 | |
| Expeditors International of Washington (EXPD) | 0.0 | $3.0M | 27k | 114.25 | |
| Hormel Foods Corporation (HRL) | 0.0 | $3.0M | 101k | 30.25 | |
| Americold Realty Trust Inc. REIT Reit (COLD) | 0.0 | $3.0M | 183k | 16.63 | |
| Gentex Corporation (GNTX) | 0.0 | $3.0M | 138k | 21.99 | |
| Dxc Technology (DXC) | 0.0 | $3.0M | 198k | 15.29 | |
| Eastman Chemical Company (EMN) | 0.0 | $3.0M | 41k | 74.66 | |
| Bank of America Corp. Preferred CPFD (BAC.PL) | 0.0 | $3.0M | 2.5k | 1213.00 | |
| Frontier Communications Pare | 0.0 | $3.0M | 83k | 36.40 | |
| Tetra Tech (TTEK) | 0.0 | $3.0M | 84k | 35.96 | |
| Veralto Corp (VLTO) | 0.0 | $3.0M | 30k | 100.95 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $3.0M | 20k | 148.92 | |
| Etsy (ETSY) | 0.0 | $3.0M | 60k | 50.16 | |
| CACI International (CACI) | 0.0 | $3.0M | 6.3k | 476.70 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $3.0M | 39k | 77.98 | |
| American Water Works (AWK) | 0.0 | $3.0M | 22k | 139.11 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $3.0M | 76k | 39.65 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $3.0M | 41k | 73.47 | |
| Church & Dwight (CHD) | 0.0 | $3.0M | 31k | 96.11 | |
| Verisk Analytics (VRSK) | 0.0 | $3.0M | 9.7k | 311.50 | |
| Rollins (ROL) | 0.0 | $3.0M | 53k | 56.42 | |
| Jack Henry & Associates (JKHY) | 0.0 | $3.0M | 17k | 180.17 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $3.0M | 12k | 242.90 | |
| Avery Dennison Corporation (AVY) | 0.0 | $3.0M | 17k | 175.47 | |
| Amdocs Ltd ord (DOX) | 0.0 | $3.0M | 33k | 91.24 | |
| CNA Financial Corporation (CNA) | 0.0 | $3.0M | 64k | 46.53 | |
| Perrigo Company (PRGO) | 0.0 | $3.0M | 111k | 26.72 | |
| Aon (AON) | 0.0 | $3.0M | 8.3k | 356.76 | |
| Dolby Laboratories (DLB) | 0.0 | $3.0M | 40k | 74.26 | |
| Tyler Technologies (TYL) | 0.0 | $3.0M | 5.0k | 592.84 | |
| Dentsply Sirona (XRAY) | 0.0 | $3.0M | 186k | 15.88 | |
| Steris Plc Ord equities (STE) | 0.0 | $3.0M | 12k | 240.22 | |
| Willis Towers Watson (WTW) | 0.0 | $3.0M | 9.7k | 306.50 | |
| Silgan Holdings (SLGN) | 0.0 | $3.0M | 55k | 54.18 | |
| Republic Services (RSG) | 0.0 | $3.0M | 12k | 246.61 | |
| Teleflex Incorporated (TFX) | 0.0 | $3.0M | 25k | 118.36 | |
| Allstate Corporation (ALL) | 0.0 | $2.9M | 15k | 201.31 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.0 | $2.9M | 43k | 67.99 | |
| Everest Re Group (EG) | 0.0 | $2.9M | 8.7k | 339.85 | |
| Arch Capital Group (ACGL) | 0.0 | $2.9M | 32k | 91.05 | |
| Travelers Companies (TRV) | 0.0 | $2.9M | 11k | 267.54 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $2.9M | 38k | 78.03 | |
| Kraft Heinz (KHC) | 0.0 | $2.9M | 114k | 25.82 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.9M | 6.3k | 463.14 | |
| H&R Block (HRB) | 0.0 | $2.9M | 53k | 54.89 | |
| Agree Realty Corp. REIT Reit (ADC) | 0.0 | $2.9M | 40k | 73.06 | |
| Essential Utils (WTRG) | 0.0 | $2.9M | 79k | 37.14 | |
| Equity LifeStyle Properties Inc. REIT Reit (ELS) | 0.0 | $2.9M | 47k | 61.67 | |
| Choice Hotels International (CHH) | 0.0 | $2.9M | 23k | 126.88 | |
| Hartford Financial Services (HIG) | 0.0 | $2.9M | 23k | 126.87 | |
| International Flavors & Fragrances (IFF) | 0.0 | $2.9M | 40k | 73.55 | |
| Pool Corporation (POOL) | 0.0 | $2.9M | 10k | 291.48 | |
| Genuine Parts Company (GPC) | 0.0 | $2.9M | 24k | 121.31 | |
| Consolidated Edison (ED) | 0.0 | $2.9M | 29k | 100.35 | |
| FTI Consulting (FCN) | 0.0 | $2.9M | 18k | 161.50 | |
| General Mills (GIS) | 0.0 | $2.9M | 56k | 51.81 | |
| Rli (RLI) | 0.0 | $2.9M | 40k | 72.22 | |
| Molina Healthcare (MOH) | 0.0 | $2.9M | 9.7k | 297.90 | |
| Maximus (MMS) | 0.0 | $2.9M | 41k | 70.20 | |
| Centene Corporation (CNC) | 0.0 | $2.9M | 53k | 54.28 | |
| Texas Roadhouse (TXRH) | 0.0 | $2.9M | 15k | 187.41 | |
| Flowers Foods (FLO) | 0.0 | $2.9M | 179k | 15.98 | |
| Science App Int'l (SAIC) | 0.0 | $2.8M | 25k | 112.61 | |
| Murphy Usa (MUSA) | 0.0 | $2.8M | 7.0k | 406.80 | |
| Sonoco Products Company (SON) | 0.0 | $2.8M | 65k | 43.56 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $2.8M | 23k | 123.59 | |
| Roper Industries (ROP) | 0.0 | $2.8M | 5.0k | 566.84 | |
| Paychex (PAYX) | 0.0 | $2.8M | 19k | 145.46 | |
| Columbia Sportswear Company (COLM) | 0.0 | $2.8M | 46k | 61.08 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $2.8M | 7.7k | 362.32 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $2.8M | 133k | 21.07 | |
| Coinbase Global CCB (Principal) | 0.0 | $2.8M | 2.1M | 1.31 | |
| LKQ Corporation (LKQ) | 0.0 | $2.8M | 75k | 37.01 | |
| On Assignment (ASGN) | 0.0 | $2.8M | 55k | 49.93 | |
| ConAgra Foods (CAG) | 0.0 | $2.7M | 133k | 20.47 | |
| Sempra Energy (SRE) | 0.0 | $2.7M | 36k | 75.77 | |
| Western Union Company (WU) | 0.0 | $2.7M | 321k | 8.42 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $2.7M | 20k | 135.04 | |
| MicroStrategy CCB (Principal) | 0.0 | $2.6M | 1.4M | 1.88 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $2.6M | 29k | 91.11 | |
| Spirit Aviation Holding (FLYYQ) | 0.0 | $2.6M | 523k | 4.99 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $2.6M | 88k | 29.28 | |
| Alexandria Real Estate Equities Inc. REIT Reit (ARE) | 0.0 | $2.5M | 35k | 72.63 | |
| Royal Caribbean Cruises CCB (Principal) | 0.0 | $2.5M | 400k | 6.31 | |
| First Solar (FSLR) | 0.0 | $2.5M | 15k | 165.54 | |
| QXO Inc. Preferred CPFD (QXO.PB) | 0.0 | $2.5M | 40k | 61.99 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $2.4M | 21k | 114.86 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $2.4M | 5.0k | 486.93 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $2.4M | 48k | 50.93 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $2.4M | 1.3k | 1795.72 | |
| Diamondback Energy (FANG) | 0.0 | $2.4M | 17k | 137.40 | |
| KKR & Co. Inc. Preferred PFD (KKR.PD) | 0.0 | $2.4M | 44k | 53.60 | |
| Natera (NTRA) | 0.0 | $2.3M | 14k | 168.94 | |
| Xcel Energy (XEL) | 0.0 | $2.3M | 34k | 68.10 | |
| Halozyme Therapeutics CCB (Principal) | 0.0 | $2.3M | 2.0M | 1.14 | |
| Air Products & Chemicals (APD) | 0.0 | $2.2M | 8.0k | 282.06 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $2.2M | 20k | 109.29 | |
| Advanced Micro Devices (AMD) | 0.0 | $2.2M | 16k | 141.90 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $2.2M | 46k | 48.24 | |
| Fluor Corp. CCB (Principal) | 0.0 | $2.2M | 1.7M | 1.31 | |
| Liberty Media Corp.-Liberty Formula One CCB (Principal) | 0.0 | $2.2M | 1.6M | 1.33 | |
| GameStop (GME) | 0.0 | $2.1M | 87k | 24.39 | |
| Apollo Global Management Inc. Preferred CPFD (APO.PA) | 0.0 | $2.1M | 28k | 74.85 | |
| PG&E Corp. CCB (Principal) | 0.0 | $2.1M | 2.1M | 0.99 | |
| Fortuna Mining Corp. CCB (Principal) | 0.0 | $2.1M | 1.7M | 1.26 | |
| MACOM Technology Solutions Holdings CCB (Principal) | 0.0 | $2.1M | 1.2M | 1.75 | |
| Duke Energy Corp. CCB (Principal) | 0.0 | $2.0M | 1.9M | 1.06 | |
| Wells Fargo & Co. Preferred CPFD (WFC.PL) | 0.0 | $2.0M | 1.7k | 1174.13 | |
| NRG Energy CCB (Principal) | 0.0 | $2.0M | 500k | 3.94 | |
| Sea CCB (Principal) | 0.0 | $2.0M | 1.1M | 1.78 | |
| Simon Property Group Inc. REIT Reit (SPG) | 0.0 | $1.9M | 12k | 160.76 | |
| Nutanix CCB (Principal) | 0.0 | $1.9M | 1.3M | 1.41 | |
| JD.com CCB (Principal) | 0.0 | $1.8M | 1.7M | 1.04 | |
| Kimco Realty Corp. REIT Reit (KIM) | 0.0 | $1.8M | 84k | 21.02 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $1.7M | 7.8k | 219.00 | |
| Pacira BioSciences CCB (Principal) | 0.0 | $1.7M | 1.7M | 0.98 | |
| Danaher Corporation (DHR) | 0.0 | $1.7M | 8.4k | 197.54 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.6M | 18k | 90.90 | |
| Live Nation Entertainment CCB (Principal) | 0.0 | $1.6M | 1.1M | 1.54 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $1.6M | 11k | 140.12 | |
| Parsons Corp. CCB (Principal) | 0.0 | $1.6M | 1.5M | 1.06 | |
| Talen Energy Corp (TLN) | 0.0 | $1.6M | 5.4k | 290.77 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $1.6M | 16k | 99.49 | |
| Granite Construction CCB (Principal) | 0.0 | $1.6M | 750k | 2.08 | |
| Tyler Technologies CCB (Principal) | 0.0 | $1.5M | 1.2M | 1.23 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $1.5M | 18k | 82.92 | |
| Wec Energy Group (WEC) | 0.0 | $1.5M | 14k | 104.20 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | 16k | 91.24 | |
| Applied Materials (AMAT) | 0.0 | $1.5M | 8.0k | 183.07 | |
| PPL Capital Funding CCB (Principal) | 0.0 | $1.5M | 1.4M | 1.08 | |
| Li Auto CCB (Principal) | 0.0 | $1.4M | 1.2M | 1.19 | |
| Gilead Sciences (GILD) | 0.0 | $1.4M | 13k | 110.87 | |
| American International (AIG) | 0.0 | $1.4M | 16k | 85.59 | |
| Spire (SR) | 0.0 | $1.4M | 19k | 72.99 | |
| Uber Technologies CCB (Principal) | 0.0 | $1.4M | 950k | 1.43 | |
| SPDR Gold Shares Etf (GLD) | 0.0 | $1.4M | 4.4k | 304.83 | |
| Lithium Argentina CCB (Principal) | 0.0 | $1.3M | 1.7M | 0.81 | |
| Itron CCB (Principal) | 0.0 | $1.3M | 1.1M | 1.19 | |
| Spdr Index Shs Fds msci eafe (EFAX) | 0.0 | $1.3M | 28k | 47.36 | |
| Equitable Holdings (EQH) | 0.0 | $1.3M | 24k | 56.10 | |
| Ares Management Corp. Preferred CPFD (ARES.PB) | 0.0 | $1.3M | 25k | 53.00 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $1.3M | 23k | 58.78 | |
| Ftai Aviation (FTAI) | 0.0 | $1.3M | 11k | 115.04 | |
| Metropcs Communications (TMUS) | 0.0 | $1.3M | 5.4k | 238.26 | |
| Palantir Technologies (PLTR) | 0.0 | $1.3M | 9.4k | 136.32 | |
| U.S. Bancorp (USB) | 0.0 | $1.3M | 28k | 45.25 | |
| Grupo Aeroportuario del Pacifico SAB de CV Adr (PAC) | 0.0 | $1.3M | 5.6k | 229.62 | |
| Bridgebio Pharma CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.24 | |
| Ryanair Holdings Adr (RYAAY) | 0.0 | $1.2M | 22k | 57.67 | |
| Mirum Pharmaceuticals CCB (Principal) | 0.0 | $1.2M | 700k | 1.77 | |
| Alnylam Pharmaceuticals CCB (Principal) | 0.0 | $1.2M | 950k | 1.30 | |
| Palo Alto Networks (PANW) | 0.0 | $1.2M | 6.0k | 204.64 | |
| Cloudflare CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.18 | |
| Qualcomm (QCOM) | 0.0 | $1.2M | 7.6k | 159.26 | |
| Shake Shack CCB (Principal) | 0.0 | $1.2M | 1.1M | 1.07 | |
| Caterpillar (CAT) | 0.0 | $1.2M | 3.1k | 388.21 | |
| Century Aluminum CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.19 | |
| Guardant Health CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.16 | |
| World Kinect Corp. CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.16 | |
| MakeMyTrip CCB (Principal) | 0.0 | $1.1M | 450k | 2.54 | |
| PPL Corporation (PPL) | 0.0 | $1.1M | 33k | 33.89 | |
| Trip.com Group CCB (Principal) | 0.0 | $1.1M | 1.0M | 1.11 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.1M | 9.3k | 118.01 | |
| Hess (HES) | 0.0 | $1.1M | 7.9k | 138.54 | |
| Boeing Co. Preferred CPFD (BA.PA) | 0.0 | $1.1M | 16k | 68.00 | |
| Dexcom CCB (Principal) | 0.0 | $1.1M | 1.2M | 0.94 | |
| Repligen Corp. CCB (Principal) | 0.0 | $1.1M | 1.1M | 0.99 | |
| CNX Resources Corp. CCB (Principal) | 0.0 | $1.1M | 400k | 2.63 | |
| Meritage Homes Corp. CCB (Principal) | 0.0 | $1.0M | 1.1M | 0.97 | |
| Newmont Mining Corporation (NEM) | 0.0 | $1.0M | 18k | 58.26 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | 1.5k | 698.47 | |
| BofA Finance CCB (Principal) | 0.0 | $1.0M | 1.1M | 0.97 | |
| Integer Holdings Corp. CCB (Principal) | 0.0 | $1.0M | 675k | 1.50 | |
| El Paso Energy Capital Trust I Preferred CPFD (EP.PC) | 0.0 | $976k | 20k | 48.81 | |
| Synchrony Financial (SYF) | 0.0 | $963k | 14k | 66.74 | |
| Fortis (FTS) | 0.0 | $953k | 15k | 65.02 | |
| Carnival Corporation (CCL) | 0.0 | $935k | 33k | 28.12 | |
| Burlington Stores CCB (Principal) | 0.0 | $935k | 725k | 1.29 | |
| Dynavax Technologies Corp. CCB (Principal) | 0.0 | $918k | 825k | 1.11 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $913k | 9.2k | 99.20 | |
| Arista Networks (ANET) | 0.0 | $909k | 8.9k | 102.31 | |
| Atmos Energy Corporation (ATO) | 0.0 | $899k | 5.8k | 154.11 | |
| Lantheus Holdings CCB (Principal) | 0.0 | $888k | 700k | 1.27 | |
| Marvell Technology (MRVL) | 0.0 | $885k | 11k | 77.40 | |
| South Bow Corp (SOBO) | 0.0 | $877k | 34k | 25.96 | |
| Merck & Co (MRK) | 0.0 | $877k | 11k | 79.16 | |
| Grupo Aeroportuario Del Centro Norte Sab De Cv Adr (OMAB) | 0.0 | $872k | 8.3k | 105.50 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $869k | 15k | 60.03 | |
| Wells Fargo & Company (WFC) | 0.0 | $828k | 10k | 80.12 | |
| SPDR S&P Dividend (SDY) | 0.0 | $825k | 6.1k | 135.73 | |
| Nasdaq Omx (NDAQ) | 0.0 | $823k | 9.2k | 89.42 | |
| Bunge (BG) | 0.0 | $823k | 10k | 80.28 | |
| Iron Mountain Inc. REIT Reit (IRM) | 0.0 | $819k | 8.0k | 102.57 | |
| Marriott International (MAR) | 0.0 | $776k | 2.8k | 273.21 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $765k | 11k | 69.09 | |
| State Street Corporation (STT) | 0.0 | $721k | 6.8k | 106.34 | |
| Emera (EMA) | 0.0 | $717k | 12k | 62.38 | |
| Pinterest Inc Cl A (PINS) | 0.0 | $700k | 20k | 35.86 | |
| Clearway Energy Inc cl c (CWEN) | 0.0 | $699k | 22k | 32.00 | |
| Cactus Inc - A (WHD) | 0.0 | $672k | 15k | 43.72 | |
| Evergy (EVRG) | 0.0 | $648k | 9.4k | 68.93 | |
| Dominion Resources (D) | 0.0 | $631k | 11k | 56.52 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $625k | 4.9k | 128.52 | |
| Cintas Corporation (CTAS) | 0.0 | $622k | 2.8k | 222.87 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $621k | 4.9k | 126.75 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $612k | 14k | 43.35 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $610k | 1.3k | 467.82 | |
| Keurig Dr Pepper (KDP) | 0.0 | $605k | 18k | 33.06 | |
| Vanguard Financials ETF (VFH) | 0.0 | $603k | 4.7k | 127.30 | |
| Godaddy Inc cl a (GDDY) | 0.0 | $591k | 3.3k | 180.06 | |
| Prudential Financial (PRU) | 0.0 | $571k | 5.3k | 107.44 | |
| Coinbase Global (COIN) | 0.0 | $545k | 1.6k | 350.49 | |
| McKesson Corporation (MCK) | 0.0 | $542k | 739.00 | 732.78 | |
| Apollo Global Mgmt (APO) | 0.0 | $540k | 3.8k | 141.87 | |
| Fifth Third Ban (FITB) | 0.0 | $538k | 13k | 41.13 | |
| EQT Corporation (EQT) | 0.0 | $534k | 9.2k | 58.32 | |
| Brighthouse Finl (BHF) | 0.0 | $529k | 9.8k | 53.77 | |
| Hubspot (HUBS) | 0.0 | $503k | 903.00 | 556.63 | |
| TPI Composites CCB (Principal) | 0.0 | $500k | 8.6M | 0.06 | |
| Fair Isaac Corporation (FICO) | 0.0 | $499k | 273.00 | 1827.96 | |
| Hldgs (UAL) | 0.0 | $499k | 6.3k | 79.63 | |
| Lowe's Companies (LOW) | 0.0 | $488k | 2.2k | 221.87 | |
| Energy Transfer MLP (ET) | 0.0 | $480k | 27k | 18.13 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $443k | 1.0k | 440.65 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $425k | 3.3k | 128.41 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $423k | 472.00 | 895.74 | |
| United Rentals (URI) | 0.0 | $420k | 558.00 | 753.40 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $406k | 3.7k | 109.64 | |
| Carrier Global Corporation (CARR) | 0.0 | $391k | 5.3k | 73.19 | |
| Ishares Tr esg msci le (SUSL) | 0.0 | $390k | 3.6k | 108.35 | |
| Baidu Adr (BIDU) | 0.0 | $381k | 4.4k | 85.76 | |
| GDS Holdings Adr (GDS) | 0.0 | $377k | 12k | 30.57 | |
| Medtronic (MDT) | 0.0 | $372k | 4.3k | 87.17 | |
| Ishares Tr (USXF) | 0.0 | $361k | 6.7k | 53.93 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $348k | 899.00 | 386.88 | |
| W.W. Grainger (GWW) | 0.0 | $312k | 300.00 | 1040.24 | |
| Lululemon Athletica (LULU) | 0.0 | $310k | 1.3k | 237.58 | |
| Ishares Tr (DMXF) | 0.0 | $268k | 3.6k | 74.44 | |
| Square Inc cl a (XYZ) | 0.0 | $267k | 3.9k | 67.93 | |
| Ishares Tr cmn (GOVT) | 0.0 | $262k | 11k | 22.98 | |
| International Paper Company (IP) | 0.0 | $258k | 5.5k | 46.83 | |
| WisdomTree Dividend ex-Fin Fund (AIVL) | 0.0 | $255k | 2.3k | 113.06 | |
| BHP Billiton (BHP) | 0.0 | $250k | 5.2k | 48.09 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $238k | 2.1k | 113.41 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $234k | 445.00 | 525.00 | |
| AstraZeneca | 0.0 | $227k | 3.2k | 69.88 | |
| Cyberark Software (CYBR) | 0.0 | $227k | 557.00 | 406.88 | |
| Citigroup (C) | 0.0 | $222k | 2.6k | 85.12 | |
| Starbucks Corporation (SBUX) | 0.0 | $217k | 2.4k | 91.63 | |
| T. Rowe Price (TROW) | 0.0 | $217k | 2.2k | 96.50 | |
| Rio Tinto (RIO) | 0.0 | $216k | 3.7k | 58.33 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.0 | $211k | 2.1k | 100.69 | |
| Teradyne (TER) | 0.0 | $207k | 2.3k | 89.92 | |
| Rivian Automotive CCB (Principal) | 0.0 | $203k | 200k | 1.02 |