Agf Management as of March 31, 2026
Portfolio Holdings for Agf Management
Agf Management holds 636 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.3 | $981M | 5.6M | 174.40 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $782M | 2.7M | 287.56 | |
| Amazon (AMZN) | 2.9 | $651M | 3.1M | 208.27 | |
| Rbc Cad (RY) | 2.4 | $548M | 2.4M | 224.88 | |
| Linde (LIN) | 2.0 | $449M | 907k | 495.76 | |
| Abbvie (ABBV) | 1.9 | $424M | 1.9M | 217.49 | |
| Broadcom (AVGO) | 1.8 | $412M | 1.3M | 309.51 | |
| Wal-Mart Stores (WMT) | 1.8 | $411M | 3.3M | 124.28 | |
| Facebook Inc cl a (META) | 1.6 | $358M | 625k | 572.13 | |
| Valero Energy Corporation (VLO) | 1.6 | $356M | 1.4M | 247.08 | |
| Corning Incorporated (GLW) | 1.4 | $319M | 2.3M | 135.97 | |
| Canadian Natural Resources (CNQ) | 1.3 | $302M | 4.5M | 67.86 | |
| Applied Materials (AMAT) | 1.3 | $297M | 869k | 341.79 | |
| L3harris Technologies (LHX) | 1.3 | $295M | 854k | 345.15 | |
| Technology SPDR (XLK) | 1.3 | $287M | 2.2M | 132.92 | |
| Agnico (AEM) | 1.3 | $284M | 1.4M | 202.98 | |
| Microsoft Corporation (MSFT) | 1.2 | $275M | 743k | 370.17 | |
| Goldman Sachs (GS) | 1.2 | $275M | 325k | 845.99 | |
| Cameco Corporation (CCJ) | 1.2 | $271M | 2.5M | 108.68 | |
| Eli Lilly & Co. (LLY) | 1.1 | $250M | 272k | 919.77 | |
| Tor Dom Bk Cad (TD) | 1.1 | $247M | 2.6M | 93.39 | |
| Hilton Worldwide Holdings (HLT) | 1.1 | $246M | 810k | 304.08 | |
| Northrop Grumman Corporation (NOC) | 1.1 | $241M | 354k | 682.24 | |
| Coherent Corp (COHR) | 1.0 | $238M | 998k | 238.21 | |
| Targa Res Corp (TRGP) | 1.0 | $230M | 916k | 250.73 | |
| Enbridge (ENB) | 1.0 | $229M | 3.0M | 75.41 | |
| Southern Copper Corporation (SCCO) | 1.0 | $219M | 1.3M | 172.06 | |
| Canadian Pacific Kansas City (CP) | 1.0 | $217M | 2.0M | 109.47 | |
| Tesla Motors (TSLA) | 0.9 | $215M | 578k | 371.75 | |
| Intuitive Surgical (ISRG) | 0.9 | $208M | 452k | 460.99 | |
| Ge Vernova (GEV) | 0.9 | $203M | 233k | 872.90 | |
| Caterpillar (CAT) | 0.9 | $202M | 286k | 708.46 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $195M | 607k | 320.94 | |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.8 | $187M | 2.0M | 91.64 | |
| Industries N shs - a - (LYB) | 0.8 | $186M | 2.3M | 80.56 | |
| Schlumberger (SLB) | 0.8 | $186M | 3.6M | 51.39 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $183M | 3.2M | 56.37 | |
| Capital One Financial (COF) | 0.8 | $182M | 996k | 182.43 | |
| Thomson Reuters Corp. (TRI) | 0.8 | $180M | 1.4M | 125.56 | |
| Quanta Services (PWR) | 0.8 | $180M | 328k | 549.02 | |
| Suncor Energy (SU) | 0.8 | $178M | 2.7M | 66.14 | |
| Howmet Aerospace (HWM) | 0.7 | $165M | 717k | 230.46 | |
| Manulife Finl Corp (MFC) | 0.7 | $165M | 3.4M | 47.92 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.7 | $164M | 486k | 337.95 | |
| Technipfmc (FTI) | 0.7 | $164M | 2.4M | 69.13 | |
| Johnson & Johnson (JNJ) | 0.7 | $161M | 659k | 244.44 | |
| Visa (V) | 0.7 | $149M | 493k | 302.24 | |
| Bank of America Corporation (BAC) | 0.6 | $147M | 3.0M | 48.75 | |
| Palantir Technologies (PLTR) | 0.6 | $146M | 997k | 146.28 | |
| Fidelity MSCI Information Technology Index ETF Etf (FTEC) | 0.6 | $141M | 678k | 208.05 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $140M | 477k | 294.16 | |
| Alcoa (AA) | 0.6 | $138M | 2.1M | 66.33 | |
| Baker Hughes A Ge Company (BKR) | 0.5 | $123M | 2.0M | 61.05 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $122M | 205k | 597.55 | |
| TJX Companies (TJX) | 0.5 | $122M | 764k | 159.70 | |
| Intercontinental Exchange (ICE) | 0.5 | $117M | 746k | 157.28 | |
| Cibc Cad (CM) | 0.5 | $117M | 887k | 131.84 | |
| Eaton (ETN) | 0.5 | $116M | 325k | 357.67 | |
| Robinhood Mkts (HOOD) | 0.5 | $113M | 1.6M | 69.30 | |
| Waste Connections (WCN) | 0.5 | $111M | 684k | 162.44 | |
| Vanguard Europe Pacific ETF (VEA) | 0.5 | $110M | 1.7M | 64.08 | |
| Servicenow (NOW) | 0.5 | $110M | 1.1M | 104.55 | |
| Waste Management (WM) | 0.5 | $108M | 471k | 229.79 | |
| Primerica (PRI) | 0.5 | $108M | 431k | 250.48 | |
| Health Care SPDR (XLV) | 0.5 | $106M | 726k | 146.61 | |
| Amphenol Corporation (APH) | 0.5 | $106M | 836k | 126.35 | |
| Embraer SA Adr (EMBJ) | 0.5 | $105M | 1.8M | 59.34 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $103M | 209k | 491.53 | |
| Morgan Stanley (MS) | 0.4 | $101M | 616k | 164.57 | |
| Natera (NTRA) | 0.4 | $98M | 491k | 199.99 | |
| State Street Communication Services Select Sector SPDR ETF Etf (XLC) | 0.4 | $97M | 871k | 110.86 | |
| State Street Financial Select Sector SPDR ETF Etf (XLF) | 0.4 | $95M | 1.9M | 49.37 | |
| Home Depot (HD) | 0.4 | $95M | 289k | 328.89 | |
| Mondelez Int (MDLZ) | 0.4 | $95M | 1.6M | 57.64 | |
| Apple (AAPL) | 0.4 | $94M | 372k | 253.79 | |
| Shopify Inc cl a (SHOP) | 0.4 | $94M | 570k | 165.06 | |
| Advanced Micro Devices (AMD) | 0.4 | $93M | 459k | 203.43 | |
| Argenx SE Adr (ARGX) | 0.4 | $91M | 125k | 730.25 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $90M | 201k | 446.54 | |
| State Street Industrial Select Sector SPDR ETF Etf (XLI) | 0.4 | $88M | 541k | 161.73 | |
| Philip Morris International (PM) | 0.4 | $87M | 529k | 165.34 | |
| Chubb (CB) | 0.4 | $85M | 262k | 325.93 | |
| Williams Companies (WMB) | 0.4 | $85M | 1.2M | 72.78 | |
| Barrick Mining Corp (B) | 0.4 | $83M | 1.5M | 56.85 | |
| Rockwell Automation (ROK) | 0.4 | $83M | 230k | 358.88 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $81M | 296k | 275.18 | |
| EQT Corporation (EQT) | 0.4 | $81M | 1.3M | 63.64 | |
| Nutrien (NTR) | 0.4 | $81M | 1.1M | 75.48 | |
| Analog Devices (ADI) | 0.4 | $80M | 251k | 318.14 | |
| Vanguard Large-Cap ETF (VV) | 0.3 | $78M | 261k | 298.85 | |
| Honeywell International (HON) | 0.3 | $78M | 343k | 226.03 | |
| Costco Wholesale Corporation (COST) | 0.3 | $78M | 78k | 996.43 | |
| M&T Bank Corporation (MTB) | 0.3 | $78M | 375k | 206.72 | |
| Tc Energy Corp (TRP) | 0.3 | $71M | 1.1M | 62.62 | |
| Newmont Mining Corporation (NEM) | 0.3 | $68M | 632k | 108.25 | |
| AFLAC Incorporated (AFL) | 0.3 | $67M | 612k | 109.71 | |
| Rogers Communications -cl B (RCI) | 0.3 | $67M | 1.7M | 38.46 | |
| Micron Technology (MU) | 0.3 | $67M | 197k | 337.84 | |
| Fidelity MSCI Health Care Index ETF Etf (FHLC) | 0.3 | $66M | 938k | 70.36 | |
| Vanguard Information Technology ETF (VGT) | 0.3 | $66M | 94k | 697.72 | |
| State Street Consumer Discretionary Select Sector SPDR ETF Etf (XLY) | 0.3 | $63M | 575k | 108.98 | |
| Sun Life Financial (SLF) | 0.3 | $62M | 713k | 87.15 | |
| Pan American Silver Corp Can (PAAS) | 0.3 | $62M | 1.1M | 54.70 | |
| State Street Energy Select Sector SPDR ETF Etf (XLE) | 0.3 | $62M | 1.0M | 61.26 | |
| Fidelity MSCI Financials Index ETF Etf (FNCL) | 0.3 | $61M | 867k | 70.20 | |
| Bank Of Montreal Cadcom (BMO) | 0.3 | $61M | 449k | 135.45 | |
| State Street Consumer Staples Select Sector SPDR ETF Etf (XLP) | 0.2 | $56M | 679k | 81.98 | |
| Canadian Natl Ry (CNI) | 0.2 | $55M | 535k | 102.93 | |
| Motorola Solutions (MSI) | 0.2 | $52M | 120k | 433.97 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $51M | 107k | 479.20 | |
| Brookfield Renewable Partners Ltd Part (BEP) | 0.2 | $49M | 1.1M | 45.38 | |
| Brookfield Infrastructure Part (BIP) | 0.2 | $49M | 1.3M | 36.12 | |
| Cisco Systems (CSCO) | 0.2 | $49M | 624k | 77.59 | |
| McDonald's Corporation (MCD) | 0.2 | $46M | 149k | 310.79 | |
| Sherwin-Williams Company (SHW) | 0.2 | $45M | 140k | 320.55 | |
| Johnson Controls International Plc equity (JCI) | 0.2 | $44M | 337k | 130.95 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $43M | 151k | 286.86 | |
| Fidelity MSCI Industrials Index ETF Etf (FIDU) | 0.2 | $43M | 502k | 86.52 | |
| iShares S&P 100 Index (OEF) | 0.2 | $43M | 136k | 318.07 | |
| Timken Company (TKR) | 0.2 | $41M | 407k | 100.57 | |
| Alamos Gold Inc New Class A (AGI) | 0.2 | $40M | 904k | 44.49 | |
| Hca Holdings (HCA) | 0.2 | $40M | 85k | 473.24 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $38M | 221k | 169.66 | |
| Fidelity MSCI Communication Services Index ETF Etf (FCOM) | 0.2 | $37M | 549k | 68.12 | |
| Accenture (ACN) | 0.2 | $35M | 177k | 198.29 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $35M | 122k | 287.18 | |
| Bk Nova Cad (BNS) | 0.1 | $34M | 352k | 96.47 | |
| Palo Alto Networks (PANW) | 0.1 | $33M | 206k | 160.32 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.1 | $31M | 677k | 46.23 | |
| Bristol Myers Squibb (BMY) | 0.1 | $31M | 513k | 60.65 | |
| Moody's Corporation (MCO) | 0.1 | $31M | 70k | 436.25 | |
| Albemarle Corporation (ALB) | 0.1 | $30M | 166k | 179.53 | |
| Vanguard Health Care ETF (VHT) | 0.1 | $29M | 107k | 272.33 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $28M | 378k | 75.10 | |
| Fidelity MSCI Consumer Discretionary Index ETF Etf (FDIS) | 0.1 | $28M | 301k | 93.26 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $28M | 129k | 215.06 | |
| Comcast Corporation (CMCSA) | 0.1 | $27M | 938k | 28.71 | |
| Fidelity MSCI Consumer Staples Index ETF Etf (FSTA) | 0.1 | $26M | 505k | 52.33 | |
| State Street Utilities Select Sector SPDR ETF Etf (XLU) | 0.1 | $25M | 554k | 45.89 | |
| Fidelity MSCI Energy Index ETF Etf (FENY) | 0.1 | $25M | 731k | 34.02 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $23M | 119k | 191.81 | |
| Teradyne (TER) | 0.1 | $23M | 77k | 296.46 | |
| Nnn Reit Reit (NNN) | 0.1 | $23M | 537k | 42.03 | |
| Viking Holdings (VIK) | 0.1 | $22M | 300k | 73.48 | |
| Coca-Cola Company (KO) | 0.1 | $22M | 288k | 76.05 | |
| Equinix Inc. REIT Reit (EQIX) | 0.1 | $21M | 22k | 980.24 | |
| Wabtec Corporation (WAB) | 0.1 | $21M | 82k | 249.91 | |
| American Tower Corp. REIT Reit (AMT) | 0.1 | $21M | 119k | 172.58 | |
| AGCO Corporation (AGCO) | 0.1 | $20M | 174k | 115.87 | |
| Rocket Lab Corp (RKLB) | 0.1 | $20M | 313k | 64.22 | |
| Magna Intl Inc cl a (MGA) | 0.1 | $20M | 357k | 55.83 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $19M | 485k | 39.85 | |
| Automatic Data Processing (ADP) | 0.1 | $19M | 95k | 203.18 | |
| Vanguard European ETF (VGK) | 0.1 | $19M | 228k | 82.43 | |
| Royal Gold (RGLD) | 0.1 | $19M | 73k | 254.49 | |
| Pembina Pipeline Corp (PBA) | 0.1 | $18M | 293k | 62.27 | |
| Curtiss-Wright (CW) | 0.1 | $18M | 27k | 681.12 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $18M | 326k | 54.05 | |
| Guardant Health (GH) | 0.1 | $18M | 190k | 92.37 | |
| Evercore Partners (EVR) | 0.1 | $18M | 59k | 298.51 | |
| Emera (EMA) | 0.1 | $17M | 241k | 72.11 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $17M | 66k | 261.92 | |
| Ecolab (ECL) | 0.1 | $17M | 64k | 266.02 | |
| Halliburton Company (HAL) | 0.1 | $17M | 436k | 38.99 | |
| Jabil Circuit (JBL) | 0.1 | $17M | 63k | 265.63 | |
| MasTec (MTZ) | 0.1 | $17M | 52k | 321.74 | |
| Steel Dynamics (STLD) | 0.1 | $16M | 90k | 180.00 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $16M | 89k | 179.84 | |
| Oracle Corporation (ORCL) | 0.1 | $16M | 107k | 147.11 | |
| MKS Instruments (MKSI) | 0.1 | $16M | 68k | 229.81 | |
| Casey's General Stores (CASY) | 0.1 | $16M | 21k | 727.86 | |
| Nextera Energy (NEE) | 0.1 | $15M | 163k | 92.88 | |
| Ftai Aviation (FTAI) | 0.1 | $15M | 60k | 245.00 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $15M | 22k | 650.34 | |
| Solstice Advanced Matls (SOLS) | 0.1 | $14M | 189k | 76.16 | |
| Franklin FTSE Japan ETF Etf (FLJP) | 0.1 | $14M | 395k | 36.18 | |
| Synchrony Financial (SYF) | 0.1 | $14M | 207k | 68.02 | |
| HudBay Minerals (HBM) | 0.1 | $14M | 667k | 20.94 | |
| Pfizer (PFE) | 0.1 | $14M | 490k | 28.08 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $14M | 105k | 131.26 | |
| Bwx Technologies (BWXT) | 0.1 | $14M | 67k | 204.49 | |
| Brookfield Asset Management (BAM) | 0.1 | $13M | 216k | 61.85 | |
| State Street Materials Select Sector SPDR ETF Etf (XLB) | 0.1 | $13M | 260k | 49.97 | |
| Ormat Technologies (ORA) | 0.1 | $13M | 116k | 111.92 | |
| Oceaneering International (OII) | 0.1 | $13M | 366k | 35.47 | |
| Huntington Ingalls Inds (HII) | 0.1 | $13M | 33k | 379.90 | |
| Nexgen Energy (NXE) | 0.1 | $13M | 1.1M | 11.60 | |
| Construction Partners (ROAD) | 0.1 | $13M | 112k | 111.12 | |
| Vanguard Industrials ETF (VIS) | 0.1 | $12M | 38k | 312.22 | |
| Kinross Gold Corp (KGC) | 0.1 | $12M | 390k | 30.57 | |
| Vanguard Pacific ETF (VPL) | 0.1 | $12M | 122k | 97.73 | |
| Dollar General (DG) | 0.1 | $12M | 100k | 118.73 | |
| Encana Corporation (OVV) | 0.1 | $12M | 194k | 59.37 | |
| State Street Real Estate Select Sector SPDR ETF Etf (XLRE) | 0.0 | $11M | 277k | 40.83 | |
| Descartes Sys Grp (DSGX) | 0.0 | $11M | 156k | 71.63 | |
| iShares S&P 500 Index (IVV) | 0.0 | $11M | 16k | 653.21 | |
| RadNet (RDNT) | 0.0 | $11M | 187k | 55.89 | |
| Amer Sports (AS) | 0.0 | $10M | 314k | 32.92 | |
| Five Below (FIVE) | 0.0 | $10M | 45k | 228.48 | |
| Nvent Electric Plc Voting equities (NVT) | 0.0 | $10M | 86k | 118.28 | |
| Fiserv (FISV) | 0.0 | $10M | 179k | 55.80 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $9.6M | 17k | 577.18 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $9.6M | 16k | 616.76 | |
| Ally Financial (ALLY) | 0.0 | $9.6M | 244k | 39.23 | |
| MetLife (MET) | 0.0 | $9.5M | 135k | 70.72 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $9.4M | 170k | 55.69 | |
| Insmed (INSM) | 0.0 | $9.4M | 58k | 163.52 | |
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $9.4M | 119k | 78.66 | |
| Rh (RH) | 0.0 | $9.1M | 65k | 139.82 | |
| Vanguard Growth ETF (VUG) | 0.0 | $8.9M | 21k | 436.79 | |
| Fabrinet (FN) | 0.0 | $8.9M | 17k | 521.52 | |
| Duke Energy (DUK) | 0.0 | $8.6M | 66k | 130.94 | |
| Rb Global (RBA) | 0.0 | $8.4M | 88k | 95.85 | |
| Nextracker (NXT) | 0.0 | $8.2M | 68k | 120.55 | |
| Hannon Armstrong (HASI) | 0.0 | $8.2M | 223k | 36.75 | |
| American Electric Power Company (AEP) | 0.0 | $8.1M | 62k | 131.08 | |
| Valmont Industries (VMI) | 0.0 | $8.0M | 20k | 399.57 | |
| Cheniere Energy (LNG) | 0.0 | $7.9M | 28k | 283.76 | |
| Datadog CCB (Principal) | 0.0 | $7.9M | 8.2M | 0.97 | |
| Lumentum Hldgs (LITE) | 0.0 | $7.8M | 11k | 702.76 | |
| Entergy Corporation (ETR) | 0.0 | $7.8M | 69k | 112.36 | |
| Bentley Systems Cl B Ord (BSY) | 0.0 | $7.7M | 220k | 35.12 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $7.6M | 84k | 90.53 | |
| Digital Realty Trust Inc. REIT Reit (DLR) | 0.0 | $7.6M | 42k | 180.21 | |
| Garmin (GRMN) | 0.0 | $7.6M | 33k | 232.01 | |
| Altria (MO) | 0.0 | $7.5M | 114k | 65.99 | |
| Kinder Morgan (KMI) | 0.0 | $7.4M | 221k | 33.53 | |
| Sempra Energy (SRE) | 0.0 | $7.4M | 76k | 97.17 | |
| Aptiv Holdings (APTV) | 0.0 | $7.4M | 106k | 69.44 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.0 | $7.3M | 72k | 101.70 | |
| Gilead Sciences (GILD) | 0.0 | $7.2M | 52k | 139.37 | |
| Cae (CAE) | 0.0 | $7.2M | 199k | 36.22 | |
| Repligen Corporation (RGEN) | 0.0 | $7.1M | 60k | 117.82 | |
| Boston Scientific Corporation (BSX) | 0.0 | $7.1M | 113k | 62.75 | |
| AutoZone (AZO) | 0.0 | $6.9M | 2.0k | 3377.78 | |
| Toll Brothers (TOL) | 0.0 | $6.9M | 51k | 136.47 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $6.6M | 35k | 191.92 | |
| Sprott (SII) | 0.0 | $6.6M | 46k | 142.71 | |
| Crh (CRH) | 0.0 | $6.6M | 63k | 105.12 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $6.5M | 30k | 217.25 | |
| At&t (T) | 0.0 | $6.5M | 225k | 28.99 | |
| Fidelity MSCI Materials Index ETF Etf (FMAT) | 0.0 | $6.5M | 113k | 57.64 | |
| Cme (CME) | 0.0 | $6.4M | 22k | 295.35 | |
| Southern Company (SO) | 0.0 | $6.4M | 66k | 96.52 | |
| Welltower Inc. REIT Reit (WELL) | 0.0 | $6.3M | 32k | 197.71 | |
| Nutanix CCB (Principal) | 0.0 | $6.3M | 7.0M | 0.90 | |
| Affirm Hldgs (AFRM) | 0.0 | $6.2M | 135k | 45.82 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $6.1M | 45k | 137.13 | |
| Verizon Communications (VZ) | 0.0 | $6.0M | 120k | 50.20 | |
| Fidelity MSCI Utilities Index ETF Etf (FUTY) | 0.0 | $6.0M | 101k | 59.07 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $6.0M | 55k | 109.78 | |
| Vanguard Value ETF (VTV) | 0.0 | $5.9M | 30k | 196.20 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $5.9M | 83k | 70.51 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $5.8M | 73k | 79.27 | |
| Fidelity MSCI Real Estate Index ETF Etf (FREL) | 0.0 | $5.7M | 213k | 26.91 | |
| Ventas Inc. REIT Reit (VTR) | 0.0 | $5.7M | 70k | 81.78 | |
| Alibaba Group Holding CCB (Principal) | 0.0 | $5.7M | 4.1M | 1.39 | |
| Diamondback Energy (FANG) | 0.0 | $5.7M | 29k | 197.79 | |
| H World Group Adr (HTHT) | 0.0 | $5.6M | 112k | 50.29 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $5.5M | 57k | 97.13 | |
| NiSource (NI) | 0.0 | $5.5M | 118k | 46.66 | |
| Darden Restaurants (DRI) | 0.0 | $5.4M | 28k | 196.04 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $5.1M | 35k | 148.10 | |
| Iqvia Holdings (IQV) | 0.0 | $4.9M | 29k | 170.54 | |
| CBOE Holdings (CBOE) | 0.0 | $4.9M | 18k | 281.07 | |
| McKesson Corporation (MCK) | 0.0 | $4.8M | 5.6k | 865.36 | |
| VICI Properties Inc. REIT Reit (VICI) | 0.0 | $4.8M | 176k | 27.32 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $4.8M | 74k | 65.00 | |
| CF Industries Holdings (CF) | 0.0 | $4.8M | 37k | 129.84 | |
| Metropcs Communications (TMUS) | 0.0 | $4.8M | 23k | 210.03 | |
| Murphy Usa (MUSA) | 0.0 | $4.8M | 9.7k | 493.97 | |
| Mp Materials Corp (MP) | 0.0 | $4.6M | 96k | 48.26 | |
| Prologis Inc. REIT Reit (PLD) | 0.0 | $4.6M | 35k | 132.18 | |
| Trimble Navigation (TRMB) | 0.0 | $4.6M | 70k | 65.23 | |
| Exelon Corporation (EXC) | 0.0 | $4.5M | 93k | 49.02 | |
| Akamai Technologies (AKAM) | 0.0 | $4.4M | 39k | 114.85 | |
| Hartford Financial Services (HIG) | 0.0 | $4.4M | 33k | 135.23 | |
| Ball Corporation (BALL) | 0.0 | $4.4M | 75k | 59.11 | |
| Republic Services (RSG) | 0.0 | $4.4M | 20k | 219.02 | |
| American Water Works (AWK) | 0.0 | $4.4M | 32k | 136.09 | |
| Trex Company (TREX) | 0.0 | $4.4M | 121k | 36.42 | |
| Antero Res (AR) | 0.0 | $4.4M | 103k | 42.44 | |
| Guidewire Software (GWRE) | 0.0 | $4.3M | 29k | 149.56 | |
| CMS Energy Corporation (CMS) | 0.0 | $4.3M | 56k | 77.58 | |
| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $4.3M | 718k | 6.00 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $4.3M | 25k | 173.45 | |
| Constellation Energy (CEG) | 0.0 | $4.3M | 15k | 279.25 | |
| F5 Networks (FFIV) | 0.0 | $4.3M | 15k | 289.33 | |
| Verisign (VRSN) | 0.0 | $4.2M | 17k | 248.36 | |
| Anthem (ELV) | 0.0 | $4.2M | 14k | 292.75 | |
| Range Resources (RRC) | 0.0 | $4.2M | 93k | 45.18 | |
| Intuit (INTU) | 0.0 | $4.2M | 9.7k | 432.38 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $4.1M | 117k | 35.14 | |
| Roper Industries (ROP) | 0.0 | $4.0M | 11k | 353.86 | |
| FTI Consulting (FCN) | 0.0 | $4.0M | 23k | 176.77 | |
| Procter & Gamble Company (PG) | 0.0 | $4.0M | 28k | 144.44 | |
| Virtu Financial Inc Class A (VIRT) | 0.0 | $4.0M | 91k | 43.98 | |
| Union Pacific Corporation (UNP) | 0.0 | $4.0M | 17k | 242.62 | |
| Kroger (KR) | 0.0 | $4.0M | 55k | 72.36 | |
| Ul Solutions (ULS) | 0.0 | $4.0M | 46k | 85.71 | |
| Chevron Corporation (CVX) | 0.0 | $3.9M | 19k | 206.90 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $3.9M | 50k | 78.41 | |
| New York Times Company (NYT) | 0.0 | $3.9M | 47k | 83.73 | |
| Royalty Pharma (RPRX) | 0.0 | $3.9M | 82k | 47.97 | |
| Tyler Technologies (TYL) | 0.0 | $3.9M | 11k | 342.38 | |
| Okta Inc cl a (OKTA) | 0.0 | $3.9M | 49k | 78.71 | |
| UnitedHealth (UNH) | 0.0 | $3.8M | 14k | 270.59 | |
| Science App Int'l (SAIC) | 0.0 | $3.8M | 40k | 94.92 | |
| Realty Income Corp. REIT Reit (O) | 0.0 | $3.8M | 63k | 61.18 | |
| Autodesk (ADSK) | 0.0 | $3.8M | 16k | 239.40 | |
| H&R Block (HRB) | 0.0 | $3.8M | 120k | 31.74 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $3.8M | 39k | 98.42 | |
| Essential Utils (WTRG) | 0.0 | $3.8M | 95k | 40.27 | |
| Service Corporation International (SCI) | 0.0 | $3.8M | 46k | 82.51 | |
| Verisk Analytics (VRSK) | 0.0 | $3.8M | 20k | 189.75 | |
| Omega Healthcare Investors Inc. REIT Reit (OHI) | 0.0 | $3.8M | 86k | 43.82 | |
| Clean Harbors (CLH) | 0.0 | $3.8M | 13k | 286.73 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $3.7M | 1.7k | 2196.96 | |
| Consolidated Edison (ED) | 0.0 | $3.7M | 33k | 113.18 | |
| Penumbra (PEN) | 0.0 | $3.7M | 11k | 328.37 | |
| eBay (EBAY) | 0.0 | $3.7M | 41k | 91.02 | |
| Paychex (PAYX) | 0.0 | $3.7M | 40k | 92.12 | |
| FirstEnergy (FE) | 0.0 | $3.7M | 74k | 50.66 | |
| Chewy Inc cl a (CHWY) | 0.0 | $3.7M | 138k | 27.00 | |
| MasterCard Incorporated (MA) | 0.0 | $3.7M | 7.4k | 499.66 | |
| International Business Machines (IBM) | 0.0 | $3.7M | 15k | 242.39 | |
| Gartner (IT) | 0.0 | $3.7M | 23k | 158.34 | |
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.0 | $3.7M | 117k | 31.54 | |
| Jack Henry & Associates (JKHY) | 0.0 | $3.7M | 23k | 158.04 | |
| CenterPoint Energy (CNP) | 0.0 | $3.7M | 86k | 43.16 | |
| Aon (AON) | 0.0 | $3.7M | 11k | 322.78 | |
| Fastenal Company (FAST) | 0.0 | $3.7M | 79k | 46.40 | |
| Hologic | 0.0 | $3.7M | 48k | 75.59 | |
| Hanover Insurance (THG) | 0.0 | $3.7M | 21k | 173.35 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $3.6M | 47k | 78.03 | |
| Merck & Co (MRK) | 0.0 | $3.6M | 30k | 120.29 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $3.6M | 54k | 67.53 | |
| Firstcash Holdings (FCFS) | 0.0 | $3.6M | 19k | 188.00 | |
| Tradeweb Markets (TW) | 0.0 | $3.6M | 31k | 117.66 | |
| GameStop (GME) | 0.0 | $3.6M | 157k | 23.04 | |
| Electronic Arts (EA) | 0.0 | $3.6M | 18k | 203.87 | |
| O'reilly Automotive (ORLY) | 0.0 | $3.6M | 39k | 92.31 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $3.6M | 12k | 297.23 | |
| Arch Capital Group (ACGL) | 0.0 | $3.6M | 37k | 95.99 | |
| SPS Commerce (SPSC) | 0.0 | $3.6M | 64k | 55.67 | |
| Old Republic International Corporation (ORI) | 0.0 | $3.5M | 89k | 39.90 | |
| Yum! Brands (YUM) | 0.0 | $3.5M | 23k | 155.48 | |
| Sabra Health Care REIT Reit (SBRA) | 0.0 | $3.5M | 184k | 19.23 | |
| Loews Corporation (L) | 0.0 | $3.5M | 33k | 106.74 | |
| General Dynamics Corporation (GD) | 0.0 | $3.5M | 10k | 343.22 | |
| Axis Capital Holdings (AXS) | 0.0 | $3.5M | 35k | 101.41 | |
| Watsco, Incorporated (WSO) | 0.0 | $3.5M | 9.7k | 363.79 | |
| Genpact (G) | 0.0 | $3.5M | 95k | 37.25 | |
| Agree Realty Corp. REIT Reit (ADC) | 0.0 | $3.5M | 47k | 75.38 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.5M | 6.7k | 522.71 | |
| Godaddy Inc cl a (GDDY) | 0.0 | $3.5M | 42k | 82.67 | |
| Groupon CCB (Principal) | 0.0 | $3.5M | 4.3M | 0.81 | |
| U.S. Bancorp (USB) | 0.0 | $3.5M | 67k | 52.01 | |
| Albertsons Companies Cl A Ord (ACI) | 0.0 | $3.5M | 205k | 17.04 | |
| Travelers Companies (TRV) | 0.0 | $3.5M | 12k | 291.68 | |
| Cigna Corp (CI) | 0.0 | $3.5M | 13k | 266.75 | |
| Willis Towers Watson (WTW) | 0.0 | $3.5M | 12k | 290.70 | |
| Texas Roadhouse (TXRH) | 0.0 | $3.5M | 21k | 165.14 | |
| Fidelity National Information Services (FIS) | 0.0 | $3.5M | 74k | 46.91 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $3.5M | 18k | 195.98 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $3.5M | 56k | 61.35 | |
| Dolby Laboratories (DLB) | 0.0 | $3.5M | 58k | 60.06 | |
| Sun Communities Inc. REIT Reit (SUI) | 0.0 | $3.4M | 27k | 125.96 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $3.4M | 5.7k | 605.01 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $3.4M | 5.7k | 604.39 | |
| Gaming and Leisure Properties Inc. REIT Reit (GLPI) | 0.0 | $3.4M | 78k | 44.37 | |
| Erie Indemnity Company (ERIE) | 0.0 | $3.4M | 14k | 251.31 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $3.4M | 52k | 66.28 | |
| Post Holdings Inc Common (POST) | 0.0 | $3.4M | 35k | 98.86 | |
| Incyte Corporation (INCY) | 0.0 | $3.4M | 37k | 94.12 | |
| Cintas Corporation (CTAS) | 0.0 | $3.4M | 20k | 169.14 | |
| Anglogold Ashanti (AU) | 0.0 | $3.4M | 35k | 97.36 | |
| Veralto Corp (VLTO) | 0.0 | $3.4M | 39k | 88.42 | |
| Broadridge Financial Solutions (BR) | 0.0 | $3.4M | 21k | 162.48 | |
| Amdocs Ltd ord (DOX) | 0.0 | $3.4M | 52k | 65.26 | |
| Brown & Brown (BRO) | 0.0 | $3.4M | 52k | 65.21 | |
| CACI International (CACI) | 0.0 | $3.4M | 6.3k | 543.87 | |
| Rli (RLI) | 0.0 | $3.4M | 60k | 57.04 | |
| Amgen (AMGN) | 0.0 | $3.4M | 9.7k | 351.85 | |
| Abbott Laboratories (ABT) | 0.0 | $3.4M | 33k | 102.67 | |
| Equity LifeStyle Properties Inc. REIT Reit (ELS) | 0.0 | $3.4M | 54k | 62.42 | |
| CNA Financial Corporation (CNA) | 0.0 | $3.4M | 74k | 45.92 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $3.4M | 44k | 77.08 | |
| Everest Re Group (EG) | 0.0 | $3.4M | 10k | 326.85 | |
| Arrow Electronics (ARW) | 0.0 | $3.4M | 23k | 143.41 | |
| Halozyme Therapeutics (HALO) | 0.0 | $3.3M | 52k | 64.63 | |
| Expeditors International of Washington (EXPD) | 0.0 | $3.3M | 23k | 143.23 | |
| Netflix (NFLX) | 0.0 | $3.3M | 35k | 96.15 | |
| Crown Castle Inc. REIT Reit (CCI) | 0.0 | $3.3M | 41k | 81.31 | |
| Gentex Corporation (GNTX) | 0.0 | $3.3M | 153k | 21.85 | |
| Varonis Sys (VRNS) | 0.0 | $3.3M | 155k | 21.47 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $3.3M | 28k | 118.63 | |
| Appfolio (APPF) | 0.0 | $3.3M | 21k | 157.82 | |
| Amcor (AMCR) | 0.0 | $3.3M | 84k | 39.75 | |
| Hershey Company (HSY) | 0.0 | $3.3M | 16k | 207.89 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $3.3M | 24k | 135.46 | |
| Allegion Plc equity (ALLE) | 0.0 | $3.3M | 23k | 145.29 | |
| Kinsale Cap Group (KNSL) | 0.0 | $3.3M | 9.7k | 341.66 | |
| Celestica (CLS) | 0.0 | $3.3M | 12k | 282.09 | |
| Church & Dwight (CHD) | 0.0 | $3.3M | 35k | 93.32 | |
| MarketAxess Holdings (MKTX) | 0.0 | $3.3M | 20k | 164.98 | |
| ConocoPhillips (COP) | 0.0 | $3.3M | 25k | 132.00 | |
| Leidos Holdings (LDOS) | 0.0 | $3.3M | 21k | 155.52 | |
| Dropbox Inc-class A (DBX) | 0.0 | $3.3M | 144k | 22.72 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $3.3M | 40k | 80.39 | |
| Avery Dennison Corporation (AVY) | 0.0 | $3.2M | 19k | 172.68 | |
| Colliers International Group sub vtg (CIGI) | 0.0 | $3.2M | 30k | 106.92 | |
| Pool Corporation (POOL) | 0.0 | $3.2M | 16k | 202.33 | |
| Selective Insurance (SIGI) | 0.0 | $3.2M | 43k | 75.39 | |
| Maximus (MMS) | 0.0 | $3.2M | 50k | 64.10 | |
| Lamb Weston Hldgs (LW) | 0.0 | $3.2M | 76k | 42.26 | |
| Rollins (ROL) | 0.0 | $3.2M | 60k | 53.41 | |
| Molina Healthcare (MOH) | 0.0 | $3.2M | 24k | 133.30 | |
| NVR (NVR) | 0.0 | $3.2M | 481.00 | 6589.83 | |
| KBR (KBR) | 0.0 | $3.2M | 86k | 36.86 | |
| LKQ Corporation (LKQ) | 0.0 | $3.1M | 107k | 29.37 | |
| ConAgra Foods (CAG) | 0.0 | $3.1M | 198k | 15.72 | |
| Nortonlifelock (GEN) | 0.0 | $3.1M | 164k | 18.83 | |
| Paramount Skydance Corp Cl B (PSKY) | 0.0 | $3.1M | 341k | 9.02 | |
| Ufp Industries (UFPI) | 0.0 | $3.0M | 33k | 92.12 | |
| AmerisourceBergen (COR) | 0.0 | $3.0M | 9.7k | 314.14 | |
| SBA Communications Corp. REIT Reit (SBAC) | 0.0 | $3.0M | 18k | 172.11 | |
| Tetra Tech (TTEK) | 0.0 | $3.0M | 101k | 30.12 | |
| General Mills (GIS) | 0.0 | $3.0M | 82k | 37.22 | |
| Simpson Manufacturing (SSD) | 0.0 | $3.0M | 18k | 171.62 | |
| Crocs (CROX) | 0.0 | $3.0M | 37k | 83.02 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $3.0M | 8.0k | 377.74 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $3.0M | 80k | 37.81 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $3.0M | 8.4k | 359.03 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $3.0M | 40k | 74.38 | |
| Ryan Specialty Group Hldgs I (RYAN) | 0.0 | $3.0M | 89k | 33.74 | |
| Lancaster Colony (MZTI) | 0.0 | $3.0M | 22k | 138.33 | |
| Bank of America Corp. Preferred CPFD (BAC.PL) | 0.0 | $3.0M | 2.5k | 1191.56 | |
| D.R. Horton (DHI) | 0.0 | $3.0M | 22k | 137.22 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $2.9M | 292k | 9.94 | |
| Rocket Cos (RKT) | 0.0 | $2.9M | 203k | 14.25 | |
| SPDR Gold Shares Etf (GLD) | 0.0 | $2.9M | 6.7k | 430.29 | |
| Equinox Gold Corp. CCB (Principal) | 0.0 | $2.9M | 1.2M | 2.41 | |
| Ishares Tr (TOPC) | 0.0 | $2.9M | 96k | 30.00 | |
| Permian Resources Corp Class A (PR) | 0.0 | $2.9M | 134k | 21.32 | |
| General Electric (GE) | 0.0 | $2.8M | 9.9k | 283.77 | |
| Bridgebio Pharma CCB (Principal) | 0.0 | $2.8M | 2.5M | 1.12 | |
| Qxo (QXO) | 0.0 | $2.8M | 144k | 19.42 | |
| Centene Corporation (CNC) | 0.0 | $2.8M | 85k | 32.74 | |
| Vistra Energy (VST) | 0.0 | $2.8M | 19k | 150.33 | |
| Option Care Health (OPCH) | 0.0 | $2.8M | 103k | 26.92 | |
| Lennar Corporation (LEN) | 0.0 | $2.7M | 31k | 86.84 | |
| Topbuild (BLD) | 0.0 | $2.6M | 7.4k | 351.30 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $2.5M | 88k | 28.72 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $2.5M | 20k | 124.31 | |
| Simon Property Group Inc. REIT Reit (SPG) | 0.0 | $2.4M | 13k | 186.53 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $2.4M | 42k | 56.79 | |
| El Paso Energy Capital Trust I Preferred CPFD (EP.PC) | 0.0 | $2.4M | 47k | 50.75 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $2.4M | 12k | 192.90 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $2.3M | 44k | 53.03 | |
| Coinbase Global CCB (Principal) | 0.0 | $2.3M | 2.5M | 0.93 | |
| Snowflake CCB (Principal) | 0.0 | $2.2M | 1.9M | 1.18 | |
| Boeing Co. Preferred CPFD (BA.PA) | 0.0 | $2.2M | 34k | 64.88 | |
| Century Aluminum CCB (Principal) | 0.0 | $2.2M | 700k | 3.14 | |
| Meritage Homes Corp. CCB (Principal) | 0.0 | $2.2M | 2.3M | 0.96 | |
| T. Rowe Price (TROW) | 0.0 | $2.2M | 24k | 90.14 | |
| Triple Flag Precious Metals (TFPM) | 0.0 | $2.2M | 62k | 34.72 | |
| VSE Corp. CPFD | 0.0 | $2.1M | 42k | 50.30 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $2.1M | 14k | 142.43 | |
| Xcel Energy (XEL) | 0.0 | $2.0M | 26k | 79.44 | |
| Fluor Corp. CCB (Principal) | 0.0 | $2.0M | 1.7M | 1.23 | |
| MKS Instruments CCB (Principal) | 0.0 | $2.0M | 1.2M | 1.65 | |
| Applied Optoelectronics CCB (Principal) | 0.0 | $2.0M | 900k | 2.22 | |
| Granite Construction CCB (Principal) | 0.0 | $2.0M | 750k | 2.62 | |
| Travere Therapeutics CCB (Principal) | 0.0 | $2.0M | 1.6M | 1.26 | |
| Halozyme Therapeutics CCB (Principal) | 0.0 | $1.9M | 1.5M | 1.28 | |
| MACOM Technology Solutions Holdings CCB (Principal) | 0.0 | $1.9M | 1.3M | 1.46 | |
| Albermale Corp. Preferred CPFD (ALB.PA) | 0.0 | $1.9M | 26k | 71.85 | |
| 3M Company (MMM) | 0.0 | $1.9M | 13k | 145.23 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $1.9M | 7.4k | 250.58 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $1.8M | 15k | 118.45 | |
| Bridgebio Pharma CCB (Principal) | 0.0 | $1.8M | 1.0M | 1.80 | |
| Grupo Aeroportuario del Sureste SAB de CV Adr (ASR) | 0.0 | $1.8M | 5.3k | 336.13 | |
| NextEra Energy Inc. Preferred CPFD (NEE.PV) | 0.0 | $1.8M | 35k | 50.23 | |
| Badger Meter (BMI) | 0.0 | $1.7M | 12k | 152.35 | |
| AeroVironment CCB (Principal) | 0.0 | $1.7M | 1.8M | 0.98 | |
| Chefs' Warehouse CCB (Principal) | 0.0 | $1.7M | 1.2M | 1.47 | |
| NRG Energy (NRG) | 0.0 | $1.7M | 12k | 146.14 | |
| Ryanair Holdings Adr (RYAAY) | 0.0 | $1.7M | 29k | 57.80 | |
| Qualcomm (QCOM) | 0.0 | $1.7M | 13k | 128.78 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $1.7M | 20k | 82.75 | |
| Ishares Tr broad usd high (USHY) | 0.0 | $1.6M | 44k | 36.84 | |
| PPL Capital Funding CCB (Principal) | 0.0 | $1.6M | 1.4M | 1.17 | |
| Imperial Oil (IMO) | 0.0 | $1.6M | 8.7k | 182.21 | |
| Tetra Tech CCB (Principal) | 0.0 | $1.6M | 1.5M | 1.05 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $1.5M | 9.3k | 166.07 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $1.5M | 26k | 58.54 | |
| Carnival Corporation (CCL) | 0.0 | $1.5M | 58k | 25.88 | |
| Wells Fargo & Co. Preferred CPFD (WFC.PL) | 0.0 | $1.5M | 1.3k | 1155.00 | |
| Mirum Pharmaceuticals CCB (Principal) | 0.0 | $1.5M | 500k | 2.98 | |
| Celcuity CCB (Principal) | 0.0 | $1.5M | 600k | 2.43 | |
| Hasbro (HAS) | 0.0 | $1.4M | 15k | 93.60 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.4M | 1.6k | 895.24 | |
| Lam Research (LRCX) | 0.0 | $1.4M | 6.7k | 213.66 | |
| FedEx Corporation (FDX) | 0.0 | $1.4M | 3.8k | 356.18 | |
| Regions Financial Corporation (RF) | 0.0 | $1.3M | 51k | 26.12 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $1.3M | 5.8k | 224.59 | |
| Arrowhead Pharmaceuticals CCB (Principal) | 0.0 | $1.3M | 1.3M | 1.03 | |
| ON Semiconductor Corp. CCB (Principal) | 0.0 | $1.3M | 1.0M | 1.29 | |
| Iron Mountain Inc. REIT Reit (IRM) | 0.0 | $1.3M | 12k | 102.14 | |
| Wec Energy Group (WEC) | 0.0 | $1.3M | 11k | 115.77 | |
| Spdr Index Shs Fds msci eafe (EFAX) | 0.0 | $1.3M | 25k | 49.77 | |
| Silvercorp Metals CCB (Principal) | 0.0 | $1.3M | 489k | 2.56 | |
| Solaris Energy Infrastructure CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.25 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $1.2M | 6.4k | 194.55 | |
| Western Digital (WDC) | 0.0 | $1.2M | 4.6k | 270.49 | |
| BofA Finance CCB (Principal) | 0.0 | $1.2M | 1.1M | 1.19 | |
| Burlington Stores CCB (Principal) | 0.0 | $1.2M | 750k | 1.65 | |
| OSI Systems CCB (Principal) | 0.0 | $1.2M | 800k | 1.53 | |
| Cogent Biosciences CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.22 | |
| Alnylam Pharmaceuticals CCB (Principal) | 0.0 | $1.2M | 950k | 1.28 | |
| M/a (MTSI) | 0.0 | $1.2M | 5.5k | 222.07 | |
| Nucor Corporation (NUE) | 0.0 | $1.2M | 7.2k | 169.10 | |
| QXO Inc. Preferred CPFD (QXO.PB) | 0.0 | $1.2M | 22k | 54.99 | |
| S&p Global (SPGI) | 0.0 | $1.2M | 2.8k | 425.34 | |
| Repligen Corp. CCB (Principal) | 0.0 | $1.2M | 1.2M | 0.97 | |
| Dupont De Nemours (DD) | 0.0 | $1.2M | 25k | 45.80 | |
| Uber Technologies CCB (Principal) | 0.0 | $1.1M | 950k | 1.20 | |
| Tapestry (TPR) | 0.0 | $1.1M | 8.1k | 141.11 | |
| PG&E Corp. CCB (Principal) | 0.0 | $1.1M | 1.1M | 1.04 | |
| United Rentals (URI) | 0.0 | $1.1M | 1.6k | 728.56 | |
| Ionis Pharmaceuticals CCB (Principal) | 0.0 | $1.1M | 750k | 1.51 | |
| Oracle Corp. CPFD (ORCL.PD) | 0.0 | $1.1M | 25k | 45.01 | |
| Marvell Technology (MRVL) | 0.0 | $1.1M | 11k | 99.05 | |
| Pulte (PHM) | 0.0 | $1.1M | 9.4k | 117.61 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.1M | 13k | 85.23 | |
| Perpetua Resources (PPTA) | 0.0 | $1.1M | 39k | 28.18 | |
| Fortuna Mining Corp. CCB (Principal) | 0.0 | $1.1M | 625k | 1.73 | |
| Target Corporation (TGT) | 0.0 | $1.1M | 8.8k | 121.20 | |
| Shake Shack CCB (Principal) | 0.0 | $1.1M | 1.1M | 0.94 | |
| Ishares Msci Global Metals & etp (PICK) | 0.0 | $1.1M | 19k | 56.67 | |
| World Kinect Corp. CCB (Principal) | 0.0 | $1.0M | 1.0M | 1.05 | |
| Trip.com Group CCB (Principal) | 0.0 | $1.0M | 1.0M | 1.03 | |
| Mda-tc (MDALF) | 0.0 | $1.0M | 41k | 25.33 | |
| TransMedics Group CCB (Principal) | 0.0 | $1.0M | 775k | 1.29 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $974k | 14k | 69.75 | |
| International Paper Company (IP) | 0.0 | $944k | 26k | 35.70 | |
| Affirm Holdings CCB (Principal) | 0.0 | $936k | 1.0M | 0.94 | |
| Uber Technologies (UBER) | 0.0 | $927k | 13k | 71.93 | |
| Telus Ord (TU) | 0.0 | $923k | 72k | 12.85 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $913k | 9.2k | 99.27 | |
| Fortis (FTS) | 0.0 | $909k | 12k | 77.61 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $905k | 7.2k | 125.46 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $905k | 12k | 77.11 | |
| State Street Corporation (STT) | 0.0 | $902k | 7.1k | 126.56 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $895k | 15k | 58.78 | |
| Danaher Corporation (DHR) | 0.0 | $890k | 4.7k | 189.60 | |
| Oneok (OKE) | 0.0 | $882k | 9.8k | 90.39 | |
| SPDR S&P Dividend (SDY) | 0.0 | $881k | 6.0k | 145.94 | |
| Apollo Global Management Inc. Preferred CPFD (APO.PA) | 0.0 | $877k | 15k | 58.46 | |
| Cummins (CMI) | 0.0 | $868k | 1.6k | 538.02 | |
| Bruker Corp. Preferred PFD (BRKRP) | 0.0 | $847k | 3.0k | 282.25 | |
| Universal Display Corporation (OLED) | 0.0 | $834k | 9.1k | 91.66 | |
| Seagate HDD Cayman CCB (Principal) | 0.0 | $831k | 175k | 4.75 | |
| KKR & Co. Inc. Preferred PFD (KKR.PD) | 0.0 | $825k | 21k | 40.22 | |
| Arista Networks (ANET) | 0.0 | $818k | 6.7k | 122.78 | |
| Atmos Energy Corporation (ATO) | 0.0 | $817k | 4.4k | 184.72 | |
| Starbucks Corporation (SBUX) | 0.0 | $804k | 9.0k | 89.59 | |
| Ssr Mining (SSRM) | 0.0 | $801k | 27k | 29.37 | |
| CMS Energy Corp. CCB (Principal) | 0.0 | $791k | 700k | 1.13 | |
| Becton, Dickinson and (BDX) | 0.0 | $780k | 5.0k | 157.23 | |
| Wells Fargo & Company (WFC) | 0.0 | $780k | 9.8k | 79.61 | |
| Pepsi (PEP) | 0.0 | $778k | 5.0k | 155.29 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $713k | 1.8k | 390.41 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $713k | 6.5k | 109.10 | |
| salesforce (CRM) | 0.0 | $691k | 3.7k | 186.67 | |
| Airbnb (ABNB) | 0.0 | $684k | 5.4k | 126.28 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $661k | 5.0k | 132.10 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $651k | 442.00 | 1472.41 | |
| South Bow Corp (SOBO) | 0.0 | $633k | 19k | 33.27 | |
| PPL Corporation (PPL) | 0.0 | $621k | 16k | 38.20 | |
| Clearway Energy Inc cl c (CWEN) | 0.0 | $616k | 16k | 39.29 | |
| Baidu Adr (BIDU) | 0.0 | $614k | 5.5k | 111.42 | |
| Ciena Corporation (CIEN) | 0.0 | $608k | 1.6k | 388.23 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $605k | 4.4k | 138.32 | |
| Brighthouse Finl (BHF) | 0.0 | $580k | 9.7k | 59.88 | |
| Vanguard Financials ETF (VFH) | 0.0 | $572k | 4.7k | 120.81 | |
| Synopsys (SNPS) | 0.0 | $572k | 1.4k | 396.48 | |
| Fifth Third Ban (FITB) | 0.0 | $568k | 12k | 46.46 | |
| Fortive (FTV) | 0.0 | $551k | 10k | 55.28 | |
| Celsius Holdings (CELH) | 0.0 | $550k | 16k | 35.48 | |
| Dollar Tree (DLTR) | 0.0 | $548k | 5.0k | 109.51 | |
| Spire (SR) | 0.0 | $546k | 6.0k | 90.54 | |
| Dominion Resources (D) | 0.0 | $524k | 8.5k | 61.82 | |
| Lowe's Companies (LOW) | 0.0 | $485k | 2.1k | 236.28 | |
| Talen Energy Corp (TLN) | 0.0 | $476k | 1.5k | 319.23 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $459k | 990.00 | 463.19 | |
| Ishares Tr esg msci le (SUSL) | 0.0 | $454k | 4.0k | 113.60 | |
| Keurig Dr Pepper (KDP) | 0.0 | $450k | 17k | 26.33 | |
| Ishares Tr (USXF) | 0.0 | $431k | 7.8k | 55.20 | |
| Energy Fuels (UUUU) | 0.0 | $417k | 23k | 18.34 | |
| DTE Energy Company (DTE) | 0.0 | $411k | 2.8k | 146.22 | |
| Mosaic (MOS) | 0.0 | $394k | 16k | 25.50 | |
| Teck Resources Ltd cl b (TECK) | 0.0 | $391k | 7.5k | 51.83 | |
| Energy Transfer MLP (ET) | 0.0 | $389k | 20k | 19.30 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $387k | 3.3k | 118.21 | |
| BHP Billiton (BHP) | 0.0 | $386k | 5.3k | 72.74 | |
| Teva Pharmaceutical Industries Adr (TEVA) | 0.0 | $384k | 13k | 30.12 | |
| Zymeworks Del (ZYME) | 0.0 | $376k | 15k | 25.04 | |
| Rio Tinto (RIO) | 0.0 | $364k | 3.9k | 93.29 | |
| ICICI Bank Adr (IBN) | 0.0 | $363k | 14k | 25.90 | |
| Booking Holdings (BKNG) | 0.0 | $362k | 86.00 | 4210.33 | |
| Draftkings (DKNG) | 0.0 | $346k | 16k | 21.62 | |
| Medtronic (MDT) | 0.0 | $345k | 4.0k | 86.65 | |
| Dex (DXCM) | 0.0 | $343k | 5.5k | 62.80 | |
| Equitable Holdings (EQH) | 0.0 | $326k | 8.8k | 37.11 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $321k | 415.00 | 772.64 | |
| Astrazeneca Plc Ord (AZN) | 0.0 | $320k | 1.6k | 197.22 | |
| Ishares Tr (DMXF) | 0.0 | $309k | 4.1k | 75.45 | |
| W.W. Grainger (GWW) | 0.0 | $308k | 282.00 | 1090.81 | |
| Vale SA Adr (VALE) | 0.0 | $299k | 19k | 15.91 | |
| Citigroup (C) | 0.0 | $296k | 2.6k | 113.41 | |
| Carrier Global Corporation (CARR) | 0.0 | $282k | 5.0k | 56.31 | |
| Contango Ore (CTGO) | 0.0 | $268k | 14k | 18.75 | |
| Coca Cola European Partners (CCEP) | 0.0 | $264k | 2.9k | 90.67 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $258k | 2.3k | 112.27 | |
| WisdomTree Dividend ex-Fin Fund (AIVL) | 0.0 | $256k | 2.2k | 115.71 | |
| GDS Holdings Adr (GDS) | 0.0 | $249k | 6.2k | 40.29 | |
| STAG Industrial Inc. REIT Reit (STAG) | 0.0 | $248k | 6.9k | 36.06 | |
| Trane Technologies (TT) | 0.0 | $229k | 550.00 | 416.74 | |
| Grupo Aeroportuario del Pacifico SAB de CV Adr (PAC) | 0.0 | $225k | 911.00 | 246.87 | |
| Estee Lauder Companies (EL) | 0.0 | $215k | 3.0k | 71.77 | |
| RealReal CCB (Principal) | 0.0 | $201k | 169k | 1.19 | |
| Sea Adr (SE) | 0.0 | $201k | 2.4k | 82.81 | |
| Apollo Global Mgmt (APO) | 0.0 | $201k | 1.8k | 111.42 | |
| Evolent Health CCB (Principal) | 0.0 | $184k | 350k | 0.53 |