Agf Management as of June 30, 2026
Portfolio Holdings for Agf Management
Agf Management holds 656 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.0 | $1.1B | 5.3M | 200.09 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $969M | 2.7M | 357.37 | |
| Amazon (AMZN) | 2.8 | $729M | 3.1M | 238.34 | |
| Eli Lilly & Co. (LLY) | 2.6 | $667M | 557k | 1199.43 | |
| Rbc Cad (RY) | 2.5 | $655M | 2.2M | 293.68 | |
| Applied Materials (AMAT) | 2.4 | $616M | 852k | 723.00 | |
| Advanced Micro Devices (AMD) | 2.3 | $589M | 1.0M | 580.91 | |
| Broadcom (AVGO) | 2.0 | $520M | 1.4M | 377.75 | |
| Linde (LIN) | 1.8 | $461M | 888k | 518.94 | |
| Technology SPDR (XLK) | 1.6 | $408M | 2.1M | 190.43 | |
| Johnson & Johnson (JNJ) | 1.5 | $392M | 1.5M | 253.97 | |
| Corning Incorporated (GLW) | 1.4 | $374M | 1.5M | 255.43 | |
| Quanta Services (PWR) | 1.3 | $332M | 462k | 720.04 | |
| Goldman Sachs (GS) | 1.3 | $330M | 326k | 1011.37 | |
| Eaton (ETN) | 1.3 | $329M | 773k | 426.12 | |
| Hilton Worldwide Holdings (HLT) | 1.2 | $321M | 971k | 330.46 | |
| Tor Dom Bk Cad (TD) | 1.2 | $305M | 2.5M | 121.59 | |
| Caterpillar (CAT) | 1.2 | $303M | 284k | 1064.90 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 1.1 | $298M | 624k | 477.57 | |
| Lam Research (LRCX) | 1.1 | $289M | 667k | 433.33 | |
| Monster Beverage Corp (MNST) | 1.1 | $283M | 2.9M | 96.12 | |
| Tesla Motors (TSLA) | 1.1 | $276M | 656k | 420.60 | |
| Marvell Technology (MRVL) | 1.1 | $275M | 924k | 297.89 | |
| Ge Vernova (GEV) | 1.1 | $274M | 233k | 1174.86 | |
| Cameco Corporation (CCJ) | 1.0 | $267M | 2.6M | 101.90 | |
| Viking Holdings (VIK) | 1.0 | $266M | 2.5M | 104.67 | |
| Micron Technology (MU) | 1.0 | $265M | 230k | 1154.29 | |
| Enbridge (ENB) | 1.0 | $249M | 3.2M | 76.91 | |
| Canadian Natural Resources (CNQ) | 0.9 | $247M | 4.4M | 56.12 | |
| Canadian Pacific Kansas City (CP) | 0.9 | $245M | 2.0M | 122.96 | |
| Targa Res Corp (TRGP) | 0.9 | $243M | 907k | 268.14 | |
| Valero Energy Corporation (VLO) | 0.9 | $241M | 925k | 260.44 | |
| Illumina (ILMN) | 0.9 | $240M | 1.4M | 175.83 | |
| Microsoft Corporation (MSFT) | 0.9 | $239M | 641k | 373.02 | |
| Dell Technologies (DELL) | 0.9 | $238M | 551k | 431.46 | |
| Howmet Aerospace (HWM) | 0.9 | $231M | 858k | 268.86 | |
| TJX Companies (TJX) | 0.9 | $229M | 1.5M | 151.50 | |
| Vanguard Total Stock Market ETF (VTI) | 0.8 | $217M | 587k | 369.97 | |
| Facebook Inc cl a (META) | 0.8 | $212M | 375k | 563.29 | |
| Fidelity MSCI Information Technology Index ETF Etf (FTEC) | 0.8 | $197M | 690k | 285.58 | |
| Cibc Cad (CM) | 0.8 | $197M | 1.2M | 163.32 | |
| Suncor Energy (SU) | 0.7 | $185M | 3.4M | 53.80 | |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.7 | $182M | 2.0M | 91.64 | |
| Agnico (AEM) | 0.7 | $181M | 1.2M | 155.37 | |
| Intuitive Surgical (ISRG) | 0.7 | $180M | 452k | 397.68 | |
| Thomsoncorp (TRI) | 0.7 | $174M | 1.5M | 115.84 | |
| Robinhood Mkts (HOOD) | 0.6 | $165M | 1.6M | 100.28 | |
| Abbvie (ABBV) | 0.6 | $164M | 653k | 251.64 | |
| Coreweave Inc Com Cl A (CRWV) | 0.6 | $161M | 1.6M | 99.54 | |
| Technipfmc (FTI) | 0.6 | $158M | 2.4M | 66.30 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.6 | $158M | 2.6M | 60.51 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $148M | 453k | 327.33 | |
| Schlumberger (SLB) | 0.5 | $140M | 3.0M | 46.49 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $133M | 193k | 686.36 | |
| Visa (V) | 0.5 | $131M | 383k | 343.09 | |
| Xpo Logistics Inc equity (XPO) | 0.5 | $127M | 619k | 205.29 | |
| Interactive Brokers (IBKR) | 0.5 | $126M | 1.5M | 87.04 | |
| Vanguard Europe Pacific ETF (VEA) | 0.5 | $123M | 1.7M | 71.25 | |
| Primerica (PRI) | 0.5 | $122M | 429k | 284.20 | |
| Waste Connections (WCN) | 0.5 | $119M | 711k | 166.68 | |
| Coherent Corp (COHR) | 0.5 | $118M | 298k | 394.47 | |
| Argenx SE Adr (ARGX) | 0.4 | $116M | 126k | 927.77 | |
| Health Care SPDR (XLV) | 0.4 | $115M | 723k | 158.65 | |
| STMicroelectronics NV Adr (STM) | 0.4 | $113M | 1.5M | 74.89 | |
| Baker Hughes A Ge Company (BKR) | 0.4 | $112M | 2.0M | 55.50 | |
| Home Depot (HD) | 0.4 | $111M | 313k | 352.68 | |
| Costco Wholesale Corporation (COST) | 0.4 | $110M | 117k | 935.47 | |
| Intercontinental Exchange (ICE) | 0.4 | $109M | 887k | 123.11 | |
| Analog Devices (ADI) | 0.4 | $109M | 273k | 397.17 | |
| Waste Management (WM) | 0.4 | $104M | 466k | 222.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $103M | 208k | 496.73 | |
| Southern Copper Corporation (SCCO) | 0.4 | $103M | 592k | 174.26 | |
| Morgan Stanley (MS) | 0.4 | $103M | 493k | 209.04 | |
| State Street Financial Select Sector SPDR ETF Etf (XLF) | 0.4 | $103M | 1.9M | 53.61 | |
| L3harris Technologies (LHX) | 0.4 | $101M | 347k | 290.59 | |
| State Street Industrial Select Sector SPDR ETF Etf (XLI) | 0.4 | $100M | 539k | 185.23 | |
| Philip Morris International (PM) | 0.4 | $98M | 541k | 180.91 | |
| Alcoa (AA) | 0.4 | $96M | 1.8M | 52.14 | |
| Mondelez Int (MDLZ) | 0.4 | $95M | 1.6M | 57.84 | |
| State Street Communication Services Select Sector SPDR ETF Etf (XLC) | 0.4 | $93M | 867k | 107.13 | |
| Apple (AAPL) | 0.4 | $92M | 317k | 289.36 | |
| Tc Energy Corp (TRP) | 0.3 | $90M | 1.4M | 66.22 | |
| Motorola Solutions (MSI) | 0.3 | $89M | 214k | 415.29 | |
| Chubb (CB) | 0.3 | $88M | 259k | 340.74 | |
| Vanguard Large-Cap ETF (VV) | 0.3 | $88M | 257k | 343.91 | |
| Celestica (CLS) | 0.3 | $86M | 236k | 364.79 | |
| Nucor Corporation (NUE) | 0.3 | $86M | 384k | 222.75 | |
| Palantir Technologies (PLTR) | 0.3 | $85M | 731k | 116.67 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $83M | 164k | 509.31 | |
| Vanguard Information Technology ETF (VGT) | 0.3 | $83M | 690k | 119.52 | |
| Shopify Inc cl a (SHOP) | 0.3 | $82M | 507k | 162.26 | |
| Williams Companies (WMB) | 0.3 | $82M | 1.1M | 74.34 | |
| McDonald's Corporation (MCD) | 0.3 | $78M | 287k | 270.31 | |
| Alamos Gold Inc New Class A (AGI) | 0.3 | $75M | 2.5M | 30.32 | |
| Fidelity MSCI Health Care Index ETF Etf (FHLC) | 0.3 | $74M | 954k | 77.25 | |
| Bank Of Montreal Cadcom (BMO) | 0.3 | $72M | 408k | 176.75 | |
| AFLAC Incorporated (AFL) | 0.3 | $71M | 601k | 117.25 | |
| Manulife Finl Corp (MFC) | 0.3 | $68M | 1.7M | 40.56 | |
| Bank of America Corporation (BAC) | 0.3 | $68M | 1.2M | 56.98 | |
| Rogers Communications -cl B (RCI) | 0.3 | $68M | 2.1M | 32.53 | |
| Fidelity MSCI Financials Index ETF Etf (FNCL) | 0.3 | $68M | 882k | 76.56 | |
| EQT Corporation (EQT) | 0.3 | $68M | 1.3M | 53.17 | |
| State Street Consumer Discretionary Select Sector SPDR ETF Etf (XLY) | 0.3 | $67M | 572k | 117.28 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $66M | 187k | 353.33 | |
| Canadian Natl Ry (CNI) | 0.2 | $65M | 540k | 119.34 | |
| Cisco Systems (CSCO) | 0.2 | $64M | 546k | 117.46 | |
| Sun Life Financial (SLF) | 0.2 | $64M | 816k | 78.51 | |
| Nutrien (NTR) | 0.2 | $62M | 978k | 62.97 | |
| Palo Alto Networks (PANW) | 0.2 | $60M | 177k | 341.02 | |
| Timken Company (TKR) | 0.2 | $59M | 404k | 145.32 | |
| Novartis Adr (NVS) | 0.2 | $57M | 360k | 156.72 | |
| State Street Consumer Staples Select Sector SPDR ETF Etf (XLP) | 0.2 | $56M | 676k | 83.07 | |
| Pan American Silver Corp Can (PAAS) | 0.2 | $53M | 1.2M | 44.83 | |
| State Street Energy Select Sector SPDR ETF Etf (XLE) | 0.2 | $53M | 999k | 53.11 | |
| Bce (BCE) | 0.2 | $52M | 1.7M | 30.55 | |
| Fidelity MSCI Industrials Index ETF Etf (FIDU) | 0.2 | $51M | 510k | 99.61 | |
| Brookfield Renewable Partners Ltd Part (BEP) | 0.2 | $50M | 1.0M | 49.18 | |
| iShares S&P 100 Index (OEF) | 0.2 | $48M | 130k | 365.87 | |
| Sherwin-Williams Company (SHW) | 0.2 | $48M | 138k | 344.32 | |
| Johnson Controls International Plc equity (JCI) | 0.2 | $45M | 305k | 146.11 | |
| Brookfield Infrastructure Part (BIP) | 0.2 | $43M | 1.2M | 36.49 | |
| Fidelity MSCI Communication Services Index ETF Etf (FCOM) | 0.1 | $39M | 559k | 69.48 | |
| Nextera Energy (NEE) | 0.1 | $39M | 441k | 87.77 | |
| Honeywell International (HON) | 0.1 | $38M | 169k | 223.88 | |
| Hca Holdings (HCA) | 0.1 | $38M | 97k | 389.89 | |
| Honeywell Aerospace (HONA) | 0.1 | $37M | 169k | 221.06 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $37M | 464k | 80.57 | |
| Moody's Corporation (MCO) | 0.1 | $37M | 82k | 452.92 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $35M | 69k | 501.36 | |
| Walt Disney Company (DIS) | 0.1 | $34M | 357k | 96.25 | |
| Wabtec Corporation (WAB) | 0.1 | $34M | 124k | 269.60 | |
| Teradyne (TER) | 0.1 | $32M | 66k | 483.84 | |
| Fidelity MSCI Consumer Discretionary Index ETF Etf (FDIS) | 0.1 | $32M | 306k | 102.84 | |
| Diageo Adr (DEO) | 0.1 | $31M | 388k | 80.38 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $31M | 365k | 83.75 | |
| Vanguard Health Care ETF (VHT) | 0.1 | $30M | 102k | 299.01 | |
| MKS Instruments (MKSI) | 0.1 | $30M | 68k | 444.80 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.1 | $30M | 185k | 162.07 | |
| Cheniere Energy (LNG) | 0.1 | $30M | 125k | 239.01 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $29M | 124k | 236.62 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.1 | $29M | 583k | 49.55 | |
| Nvent Electric Plc Voting equities (NVT) | 0.1 | $28M | 167k | 169.61 | |
| Fidelity MSCI Consumer Staples Index ETF Etf (FSTA) | 0.1 | $27M | 514k | 52.54 | |
| Deere & Company (DE) | 0.1 | $26M | 41k | 634.33 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $26M | 489k | 52.72 | |
| Equinix Inc. REIT Reit (EQIX) | 0.1 | $25M | 24k | 1042.39 | |
| State Street Utilities Select Sector SPDR ETF Etf (XLU) | 0.1 | $25M | 552k | 45.34 | |
| Coca-Cola Company (KO) | 0.1 | $25M | 306k | 81.27 | |
| MasTec (MTZ) | 0.1 | $25M | 60k | 416.06 | |
| Nnn Reit Reit (NNN) | 0.1 | $25M | 529k | 46.53 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $24M | 178k | 136.72 | |
| Fifth Third Ban (FITB) | 0.1 | $24M | 428k | 56.37 | |
| Comcast Corporation (CMCSA) | 0.1 | $24M | 974k | 24.55 | |
| AGCO Corporation (AGCO) | 0.1 | $24M | 200k | 119.70 | |
| Natera (NTRA) | 0.1 | $24M | 88k | 271.45 | |
| Nextracker (NXT) | 0.1 | $23M | 195k | 119.14 | |
| Jabil Circuit (JBL) | 0.1 | $23M | 60k | 385.48 | |
| Solstice Advanced Matls (SOLS) | 0.1 | $23M | 258k | 88.60 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $23M | 382k | 59.69 | |
| Ftai Aviation (FTAI) | 0.1 | $23M | 84k | 270.53 | |
| Fidelity MSCI Energy Index ETF Etf (FENY) | 0.1 | $22M | 744k | 29.56 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $22M | 99k | 219.43 | |
| American Tower Corp. REIT Reit (AMT) | 0.1 | $21M | 128k | 163.57 | |
| Modine Manufacturing (MOD) | 0.1 | $21M | 78k | 267.02 | |
| Amkor Technology (AMKR) | 0.1 | $21M | 240k | 86.23 | |
| Nutanix CCB (Principal) | 0.1 | $21M | 21M | 0.98 | |
| Solaris Oilfield Infrstr (SEI) | 0.1 | $21M | 256k | 80.46 | |
| Curtiss-Wright (CW) | 0.1 | $20M | 27k | 757.76 | |
| Materion Corporation (MTRN) | 0.1 | $20M | 68k | 297.39 | |
| M&T Bank Corporation (MTB) | 0.1 | $20M | 83k | 238.01 | |
| Bristol Myers Squibb (BMY) | 0.1 | $19M | 334k | 57.62 | |
| Accenture (ACN) | 0.1 | $19M | 153k | 124.44 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $19M | 62k | 303.12 | |
| Ecolab (ECL) | 0.1 | $19M | 67k | 278.61 | |
| Emera (EMA) | 0.1 | $18M | 245k | 75.23 | |
| Vanguard European ETF (VGK) | 0.1 | $18M | 206k | 88.54 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $18M | 351k | 51.56 | |
| Wal-Mart Stores (WMT) | 0.1 | $18M | 155k | 113.26 | |
| Casey's General Stores (CASY) | 0.1 | $17M | 21k | 794.79 | |
| HudBay Minerals (HBM) | 0.1 | $17M | 720k | 23.61 | |
| Brightspring Health Svcs (BTSG) | 0.1 | $17M | 243k | 69.74 | |
| Amphenol Corporation (APH) | 0.1 | $17M | 96k | 176.32 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $16M | 88k | 183.95 | |
| State Street SPDR S&P 500 ETF Trust Etf (SPY) | 0.1 | $16M | 21k | 746.77 | |
| Franklin FTSE Japan ETF Etf (FLJP) | 0.1 | $16M | 396k | 39.75 | |
| Rubrik CCB (Principal) | 0.1 | $15M | 15M | 1.02 | |
| Oracle Corporation (ORCL) | 0.1 | $14M | 98k | 146.55 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $14M | 29k | 500.39 | |
| Amer Sports (AS) | 0.1 | $14M | 416k | 33.84 | |
| Allegheny Technologies Incorporated (ATI) | 0.1 | $14M | 71k | 197.10 | |
| UnitedHealth (UNH) | 0.1 | $14M | 33k | 415.63 | |
| Brookfield Asset Management (BAM) | 0.1 | $14M | 217k | 63.62 | |
| Vanguard Industrials ETF (VIS) | 0.1 | $14M | 38k | 360.38 | |
| Burlington Stores (BURL) | 0.1 | $14M | 43k | 316.80 | |
| ON Semiconductor (ON) | 0.1 | $14M | 143k | 94.54 | |
| State Street Materials Select Sector SPDR ETF Etf (XLB) | 0.1 | $13M | 259k | 50.83 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $13M | 117k | 112.49 | |
| Ormat Technologies (ORA) | 0.0 | $13M | 119k | 108.90 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $13M | 258k | 49.24 | |
| Revolution Medicines (RVMD) | 0.0 | $13M | 67k | 187.28 | |
| Vanguard Pacific ETF (VPL) | 0.0 | $12M | 107k | 115.69 | |
| State Street Real Estate Select Sector SPDR ETF Etf (XLRE) | 0.0 | $12M | 276k | 44.03 | |
| Fabrinet (FN) | 0.0 | $12M | 21k | 562.08 | |
| RadNet (RDNT) | 0.0 | $12M | 189k | 61.67 | |
| Welltower Inc. REIT Reit (WELL) | 0.0 | $12M | 51k | 226.97 | |
| Valmont Industries (VMI) | 0.0 | $12M | 20k | 577.60 | |
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $11M | 125k | 90.76 | |
| Bwx Technologies (BWXT) | 0.0 | $11M | 58k | 194.65 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $11M | 15k | 703.34 | |
| Bridgebio Pharma CCB (Principal) | 0.0 | $11M | 9.5M | 1.11 | |
| Pfizer (PFE) | 0.0 | $11M | 435k | 24.08 | |
| Nexgen Energy (NXE) | 0.0 | $10M | 1.1M | 9.39 | |
| Generac Holdings (GNRC) | 0.0 | $10M | 35k | 292.81 | |
| Trex Company (TREX) | 0.0 | $10M | 201k | 50.04 | |
| Uber Technologies (UBER) | 0.0 | $9.8M | 136k | 72.16 | |
| Huntington Ingalls Inds (HII) | 0.0 | $9.8M | 35k | 279.89 | |
| Halliburton Company (HAL) | 0.0 | $9.6M | 283k | 33.95 | |
| Steel Dynamics (STLD) | 0.0 | $9.5M | 41k | 229.46 | |
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $9.3M | 91k | 102.30 | |
| iShares S&P 500 Index (IVV) | 0.0 | $9.3M | 12k | 748.89 | |
| Jfrog (FROG) | 0.0 | $9.2M | 101k | 90.88 | |
| Entergy Corporation (ETR) | 0.0 | $9.0M | 78k | 114.86 | |
| Cenovus Energy (CVE) | 0.0 | $8.9M | 254k | 35.19 | |
| Synchrony Financial (SYF) | 0.0 | $8.9M | 117k | 76.05 | |
| Hannon Armstrong (HASI) | 0.0 | $8.8M | 225k | 39.05 | |
| Aptiv Holdings (APTV) | 0.0 | $8.6M | 140k | 61.38 | |
| Crh (CRH) | 0.0 | $8.5M | 80k | 107.00 | |
| Dollar General (DG) | 0.0 | $8.5M | 74k | 115.11 | |
| Albemarle Corporation (ALB) | 0.0 | $8.4M | 63k | 135.03 | |
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.0 | $8.3M | 93k | 88.86 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $8.1M | 84k | 96.58 | |
| Digital Realty Trust Inc. REIT Reit (DLR) | 0.0 | $7.9M | 44k | 179.58 | |
| Altria (MO) | 0.0 | $7.8M | 109k | 71.95 | |
| Encana Corporation (OVV) | 0.0 | $7.8M | 148k | 52.66 | |
| Garmin (GRMN) | 0.0 | $7.8M | 33k | 237.54 | |
| Sempra Energy (SRE) | 0.0 | $7.8M | 84k | 92.71 | |
| Digitalocean Hldgs (DOCN) | 0.0 | $7.8M | 49k | 157.03 | |
| Ally Financial (ALLY) | 0.0 | $7.7M | 167k | 45.95 | |
| Rocket Lab Corp (RKLB) | 0.0 | $7.5M | 74k | 101.65 | |
| Kinross Gold Corp (KGC) | 0.0 | $7.4M | 311k | 23.68 | |
| CVS Caremark Corporation (CVS) | 0.0 | $7.3M | 70k | 103.45 | |
| Freyr Battery (TE) | 0.0 | $7.1M | 751k | 9.48 | |
| Duke Energy (DUK) | 0.0 | $7.1M | 56k | 126.58 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.0 | $7.0M | 77k | 91.67 | |
| Prologis Inc. REIT Reit (PLD) | 0.0 | $6.8M | 50k | 135.47 | |
| Evercore Partners (EVR) | 0.0 | $6.8M | 20k | 341.44 | |
| Fidelity MSCI Materials Index ETF Etf (FMAT) | 0.0 | $6.7M | 115k | 58.51 | |
| Vanguard Growth ETF (VUG) | 0.0 | $6.7M | 78k | 86.14 | |
| Ventas Inc. REIT Reit (VTR) | 0.0 | $6.6M | 74k | 88.80 | |
| Vanguard Value ETF (VTV) | 0.0 | $6.6M | 30k | 217.93 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $6.6M | 27k | 242.99 | |
| Fidelity MSCI Real Estate Index ETF Etf (FREL) | 0.0 | $6.4M | 217k | 29.30 | |
| Southern Company (SO) | 0.0 | $6.3M | 66k | 95.71 | |
| Descartes Sys Grp (DSGX) | 0.0 | $6.2M | 90k | 69.26 | |
| NiSource (NI) | 0.0 | $6.2M | 129k | 47.55 | |
| Bentley Systems Cl B Ord (BSY) | 0.0 | $6.1M | 203k | 29.89 | |
| Fidelity MSCI Utilities Index ETF Etf (FUTY) | 0.0 | $6.0M | 103k | 58.42 | |
| Rb Global (RBA) | 0.0 | $6.0M | 51k | 116.42 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $5.7M | 55k | 103.88 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $5.7M | 27k | 212.77 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $5.6M | 30k | 189.73 | |
| Iqvia Holdings (IQV) | 0.0 | $5.6M | 29k | 193.22 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $5.6M | 36k | 158.03 | |
| Gilead Sciences (GILD) | 0.0 | $5.5M | 44k | 126.34 | |
| Darden Restaurants (DRI) | 0.0 | $5.5M | 27k | 206.01 | |
| Alphabet Inc. Preferred PFD | 0.0 | $5.1M | 100k | 50.89 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $5.1M | 81k | 62.89 | |
| Verizon Communications (VZ) | 0.0 | $5.0M | 118k | 42.34 | |
| International Business Machines (IBM) | 0.0 | $4.9M | 18k | 281.21 | |
| Alibaba Group Holding CCB (Principal) | 0.0 | $4.8M | 4.1M | 1.18 | |
| MetLife (MET) | 0.0 | $4.8M | 56k | 84.61 | |
| Kenvue (KVUE) | 0.0 | $4.7M | 246k | 19.11 | |
| Mda-tc (MDA) | 0.0 | $4.7M | 113k | 41.32 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $4.7M | 35k | 134.69 | |
| Ball Corporation (BALL) | 0.0 | $4.7M | 75k | 62.40 | |
| American Electric Power Company (AEP) | 0.0 | $4.7M | 34k | 136.81 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $4.6M | 59k | 79.03 | |
| Rapid7 CCB (Principal) | 0.0 | $4.6M | 4.8M | 0.96 | |
| Okta Inc cl a (OKTA) | 0.0 | $4.6M | 33k | 136.45 | |
| Imperial Oil (IMO) | 0.0 | $4.4M | 28k | 159.26 | |
| McKesson Corporation (MCK) | 0.0 | $4.4M | 5.8k | 755.60 | |
| Cme (CME) | 0.0 | $4.4M | 20k | 220.83 | |
| Procter & Gamble Company (PG) | 0.0 | $4.3M | 30k | 146.64 | |
| Union Pacific Corporation (UNP) | 0.0 | $4.3M | 16k | 272.00 | |
| Allstate Corporation (ALL) | 0.0 | $4.2M | 18k | 237.94 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $4.2M | 54k | 77.11 | |
| Exelon Corporation (EXC) | 0.0 | $4.1M | 89k | 46.62 | |
| Netflix (NFLX) | 0.0 | $4.1M | 57k | 71.40 | |
| U.S. Bancorp (USB) | 0.0 | $4.1M | 67k | 60.40 | |
| Molina Healthcare (MOH) | 0.0 | $4.0M | 17k | 228.70 | |
| General Electric (GE) | 0.0 | $3.9M | 11k | 373.73 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $3.9M | 50k | 77.91 | |
| Groupon CCB (Principal) | 0.0 | $3.8M | 3.9M | 0.98 | |
| Permian Resources Corp Class A (PR) | 0.0 | $3.8M | 204k | 18.41 | |
| At&t (T) | 0.0 | $3.7M | 181k | 20.70 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $3.7M | 5.6k | 666.90 | |
| CMS Energy Corporation (CMS) | 0.0 | $3.7M | 49k | 76.50 | |
| Cardinal Health (CAH) | 0.0 | $3.7M | 16k | 237.56 | |
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $3.7M | 213k | 17.35 | |
| F5 Networks (FFIV) | 0.0 | $3.7M | 8.8k | 415.96 | |
| Boston Scientific Corporation (BSX) | 0.0 | $3.6M | 85k | 42.68 | |
| Automatic Data Processing (ADP) | 0.0 | $3.6M | 16k | 223.95 | |
| Clearway Energy Inc cl c (CWEN) | 0.0 | $3.6M | 105k | 34.18 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $3.6M | 22k | 166.67 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $3.5M | 4.8k | 736.40 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $3.5M | 1.7k | 2073.39 | |
| Constellation Energy (CEG) | 0.0 | $3.5M | 14k | 248.37 | |
| DaVita (DVA) | 0.0 | $3.5M | 16k | 222.48 | |
| Lucid Group (LCID) | 0.0 | $3.5M | 516k | 6.69 | |
| Qualcomm (QCOM) | 0.0 | $3.4M | 19k | 184.79 | |
| Amgen (AMGN) | 0.0 | $3.4M | 9.5k | 362.12 | |
| Simon Property Group Inc. REIT Reit (SPG) | 0.0 | $3.4M | 15k | 223.65 | |
| Ccc Intelligent Solutions Holdings (CCC) | 0.0 | $3.4M | 663k | 5.16 | |
| Network Associates Inc cl a (NET) | 0.0 | $3.4M | 14k | 245.28 | |
| Progressive Corporation (PGR) | 0.0 | $3.4M | 16k | 218.45 | |
| NRG Energy (NRG) | 0.0 | $3.4M | 23k | 146.06 | |
| Cognex Corporation (CGNX) | 0.0 | $3.4M | 47k | 72.42 | |
| Simpson Manufacturing (SSD) | 0.0 | $3.4M | 16k | 209.35 | |
| General Dynamics Corporation (GD) | 0.0 | $3.4M | 9.5k | 354.24 | |
| 3M Company (MMM) | 0.0 | $3.4M | 21k | 161.91 | |
| Rli (RLI) | 0.0 | $3.4M | 57k | 59.07 | |
| SPDR Gold Shares Etf (GLD) | 0.0 | $3.3M | 9.1k | 368.38 | |
| Dynatrace (DT) | 0.0 | $3.3M | 76k | 43.91 | |
| Texas Roadhouse (TXRH) | 0.0 | $3.3M | 17k | 193.23 | |
| Hanover Insurance (THG) | 0.0 | $3.3M | 16k | 214.12 | |
| Xometry CCB (Principal) | 0.0 | $3.3M | 1.5M | 2.22 | |
| Aramark Hldgs (ARMK) | 0.0 | $3.3M | 59k | 56.90 | |
| A. O. Smith Corporation (AOS) | 0.0 | $3.3M | 53k | 62.72 | |
| AmerisourceBergen (COR) | 0.0 | $3.3M | 12k | 282.98 | |
| Commerce Bancshares (CBSH) | 0.0 | $3.3M | 57k | 57.75 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $3.3M | 16k | 211.95 | |
| CNA Financial Corporation (CNA) | 0.0 | $3.3M | 68k | 48.61 | |
| Travelers Companies (TRV) | 0.0 | $3.3M | 10k | 330.12 | |
| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 0.0 | $3.3M | 31k | 105.64 | |
| Fastenal Company (FAST) | 0.0 | $3.3M | 69k | 48.03 | |
| Allegion Plc equity (ALLE) | 0.0 | $3.3M | 23k | 140.49 | |
| Brown & Brown (BRO) | 0.0 | $3.3M | 51k | 64.15 | |
| Labcorp Holdings (LH) | 0.0 | $3.3M | 12k | 280.00 | |
| Gentex Corporation (GNTX) | 0.0 | $3.3M | 129k | 25.27 | |
| Toro Company (TTC) | 0.0 | $3.3M | 33k | 97.42 | |
| Sabra Health Care REIT Reit (SBRA) | 0.0 | $3.3M | 167k | 19.51 | |
| Selective Insurance (SIGI) | 0.0 | $3.2M | 33k | 97.01 | |
| Samsara (IOT) | 0.0 | $3.2M | 100k | 32.43 | |
| Mosaic (MOS) | 0.0 | $3.2M | 152k | 21.19 | |
| Xylem (XYL) | 0.0 | $3.2M | 27k | 118.21 | |
| Roper Industries (ROP) | 0.0 | $3.2M | 9.5k | 338.39 | |
| Erie Indemnity Company (ERIE) | 0.0 | $3.2M | 13k | 239.75 | |
| Ishares Tr (TOPC) | 0.0 | $3.2M | 93k | 34.46 | |
| Electronic Arts (EA) | 0.0 | $3.2M | 16k | 205.04 | |
| Vistra Energy (VST) | 0.0 | $3.2M | 20k | 158.63 | |
| Verisk Analytics (VRSK) | 0.0 | $3.2M | 18k | 179.53 | |
| Abbott Laboratories (ABT) | 0.0 | $3.2M | 35k | 90.74 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $3.2M | 63k | 50.53 | |
| Expeditors International of Washington (EXPD) | 0.0 | $3.2M | 20k | 162.98 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $3.2M | 10k | 316.90 | |
| Axis Capital Holdings (AXS) | 0.0 | $3.2M | 30k | 107.44 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $3.2M | 8.0k | 396.61 | |
| Corteva (CTVA) | 0.0 | $3.2M | 37k | 84.69 | |
| Royalty Pharma (RPRX) | 0.0 | $3.2M | 56k | 56.07 | |
| American Homes 4 Rent REIT Reit (AMH) | 0.0 | $3.2M | 94k | 33.52 | |
| Kinder Morgan (KMI) | 0.0 | $3.2M | 99k | 31.97 | |
| FirstEnergy (FE) | 0.0 | $3.2M | 66k | 47.54 | |
| American Water Works (AWK) | 0.0 | $3.1M | 24k | 131.58 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $3.1M | 45k | 70.53 | |
| BorgWarner (BWA) | 0.0 | $3.1M | 47k | 66.40 | |
| Snap-on Incorporated (SNA) | 0.0 | $3.1M | 7.8k | 402.40 | |
| Bank of America Corp. Preferred CPFD (BAC.PL) | 0.0 | $3.1M | 2.5k | 1254.50 | |
| Essential Utils (WTRG) | 0.0 | $3.1M | 82k | 38.31 | |
| Kinsale Cap Group (KNSL) | 0.0 | $3.1M | 9.5k | 329.81 | |
| Armstrong World Industries (AWI) | 0.0 | $3.1M | 20k | 160.42 | |
| Old Republic International Corporation (ORI) | 0.0 | $3.1M | 76k | 40.92 | |
| Paychex (PAYX) | 0.0 | $3.1M | 32k | 98.33 | |
| Yum! Brands (YUM) | 0.0 | $3.1M | 20k | 159.86 | |
| CenterPoint Energy (CNP) | 0.0 | $3.1M | 71k | 44.04 | |
| Regency Centers Corp. REIT Reit (REG) | 0.0 | $3.1M | 39k | 79.74 | |
| Loews Corporation (L) | 0.0 | $3.1M | 27k | 113.21 | |
| Uipath Inc Cl A (PATH) | 0.0 | $3.1M | 284k | 10.87 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $3.1M | 33k | 92.27 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $3.1M | 59k | 52.17 | |
| Consolidated Edison (ED) | 0.0 | $3.1M | 28k | 110.63 | |
| Brixmor Property Group Inc. REIT Reit (BRX) | 0.0 | $3.1M | 98k | 31.53 | |
| Barrick Mining Corp (B) | 0.0 | $3.1M | 83k | 36.77 | |
| Ryanair Holdings Adr (RYAAY) | 0.0 | $3.1M | 47k | 64.75 | |
| Equity LifeStyle Properties Inc. REIT Reit (ELS) | 0.0 | $3.0M | 47k | 64.45 | |
| H&R Block (HRB) | 0.0 | $3.0M | 80k | 38.08 | |
| O'reilly Automotive (ORLY) | 0.0 | $3.0M | 33k | 92.09 | |
| Tractor Supply Company (TSCO) | 0.0 | $3.0M | 96k | 31.61 | |
| Arch Capital Group (ACGL) | 0.0 | $3.0M | 31k | 97.06 | |
| Murphy Usa (MUSA) | 0.0 | $3.0M | 5.6k | 538.87 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.0M | 4.8k | 623.54 | |
| Ul Solutions (ULS) | 0.0 | $3.0M | 30k | 101.86 | |
| Penumbra (PEN) | 0.0 | $3.0M | 9.5k | 315.75 | |
| CBOE Holdings (CBOE) | 0.0 | $3.0M | 12k | 242.67 | |
| MACOM Technology Solutions Holdings CCB (Principal) | 0.0 | $3.0M | 1.3M | 2.30 | |
| Agree Realty Corp. REIT Reit (ADC) | 0.0 | $3.0M | 40k | 75.74 | |
| MasterCard Incorporated (MA) | 0.0 | $3.0M | 5.8k | 513.60 | |
| Jack Henry & Associates (JKHY) | 0.0 | $3.0M | 22k | 137.74 | |
| Clean Harbors (CLH) | 0.0 | $3.0M | 10k | 298.75 | |
| Gra (GGG) | 0.0 | $3.0M | 40k | 75.61 | |
| AutoZone (AZO) | 0.0 | $3.0M | 933.00 | 3195.94 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $3.0M | 39k | 76.40 | |
| Omega Healthcare Investors Inc. REIT Reit (OHI) | 0.0 | $3.0M | 62k | 47.68 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $3.0M | 35k | 84.58 | |
| Chewy Inc cl a (CHWY) | 0.0 | $3.0M | 151k | 19.65 | |
| Republic Services (RSG) | 0.0 | $3.0M | 14k | 213.08 | |
| Service Corporation International (SCI) | 0.0 | $3.0M | 39k | 75.96 | |
| Ross Stores (ROST) | 0.0 | $3.0M | 14k | 212.85 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $3.0M | 20k | 148.31 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $2.9M | 12k | 240.97 | |
| Triple Flag Precious Metals (TFPM) | 0.0 | $2.9M | 98k | 29.96 | |
| Air Products & Chemicals (APD) | 0.0 | $2.9M | 10k | 293.18 | |
| Sailpoint (SAIL) | 0.0 | $2.9M | 200k | 14.64 | |
| Tyler Technologies (TYL) | 0.0 | $2.9M | 10k | 292.46 | |
| Darling International (DAR) | 0.0 | $2.9M | 54k | 54.62 | |
| Option Care Health (OPCH) | 0.0 | $2.9M | 139k | 20.97 | |
| Chevron Corporation (CVX) | 0.0 | $2.9M | 18k | 165.76 | |
| Pilgrim's Pride Corporation (PPC) | 0.0 | $2.9M | 104k | 28.11 | |
| Insmed (INSM) | 0.0 | $2.9M | 27k | 106.62 | |
| American International (AIG) | 0.0 | $2.9M | 39k | 74.53 | |
| FTI Consulting (FCN) | 0.0 | $2.9M | 20k | 149.01 | |
| Chart Industries (GTLS) | 0.0 | $2.9M | 14k | 208.94 | |
| Firstcash Holdings (FCFS) | 0.0 | $2.9M | 13k | 216.32 | |
| Dolby Laboratories (DLB) | 0.0 | $2.9M | 55k | 52.58 | |
| Tradeweb Markets (TW) | 0.0 | $2.9M | 29k | 99.66 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $2.9M | 42k | 68.41 | |
| Antero Res (AR) | 0.0 | $2.9M | 82k | 35.14 | |
| Hartford Financial Services (HIG) | 0.0 | $2.9M | 22k | 132.52 | |
| Bank of New York Mellon Corporation (BNY) | 0.0 | $2.9M | 20k | 144.61 | |
| eBay (EBAY) | 0.0 | $2.9M | 26k | 111.75 | |
| Appfolio (APPF) | 0.0 | $2.9M | 18k | 160.35 | |
| Ensign (ENSG) | 0.0 | $2.9M | 18k | 160.30 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $2.9M | 27k | 104.53 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.8M | 5.6k | 509.46 | |
| New York Times Company (NYT) | 0.0 | $2.8M | 41k | 69.98 | |
| CACI International (CACI) | 0.0 | $2.8M | 6.1k | 463.26 | |
| Domino's Pizza (DPZ) | 0.0 | $2.8M | 9.5k | 296.04 | |
| Sun Communities Inc. REIT Reit (SUI) | 0.0 | $2.8M | 23k | 119.91 | |
| Godaddy Inc cl a (GDDY) | 0.0 | $2.8M | 33k | 84.88 | |
| Everest Re Group (EG) | 0.0 | $2.8M | 7.8k | 357.23 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $2.8M | 32k | 87.22 | |
| Hershey Company (HSY) | 0.0 | $2.7M | 16k | 175.45 | |
| CF Industries Holdings (CF) | 0.0 | $2.7M | 25k | 108.26 | |
| Industries N shs - a - (LYB) | 0.0 | $2.7M | 52k | 52.65 | |
| T. Rowe Price (TROW) | 0.0 | $2.7M | 24k | 113.69 | |
| Range Resources (RRC) | 0.0 | $2.7M | 73k | 37.19 | |
| Arrowhead Pharmaceuticals CCB (Principal) | 0.0 | $2.7M | 2.3M | 1.19 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $2.7M | 44k | 61.10 | |
| Bunge (BG) | 0.0 | $2.7M | 25k | 106.73 | |
| Guidewire Software (GWRE) | 0.0 | $2.7M | 22k | 123.05 | |
| Fidelity National Information Services (FIS) | 0.0 | $2.7M | 69k | 38.88 | |
| ASE Technology Holding Adr (ASX) | 0.0 | $2.7M | 59k | 45.12 | |
| CyberArk Software CCB (Principal) | 0.0 | $2.7M | 1.6M | 1.66 | |
| Matador Resources (MTDR) | 0.0 | $2.7M | 53k | 49.78 | |
| Metropcs Communications (TMUS) | 0.0 | $2.6M | 16k | 167.73 | |
| Celanese Corporation (CE) | 0.0 | $2.6M | 57k | 46.00 | |
| Intuit (INTU) | 0.0 | $2.6M | 10k | 261.00 | |
| Mp Materials Corp (MP) | 0.0 | $2.6M | 47k | 56.01 | |
| Danaher Corporation (DHR) | 0.0 | $2.6M | 14k | 190.48 | |
| Genpact (G) | 0.0 | $2.6M | 94k | 27.50 | |
| MKS Instruments CCB (Principal) | 0.0 | $2.6M | 875k | 2.94 | |
| Chefs' Warehouse CCB (Principal) | 0.0 | $2.6M | 1.2M | 2.23 | |
| Vaneck Vectors Etf Tr fallen angel hg (ANGL) | 0.0 | $2.6M | 88k | 29.24 | |
| Apa Corporation (APA) | 0.0 | $2.6M | 79k | 32.57 | |
| Gartner (IT) | 0.0 | $2.5M | 20k | 129.62 | |
| El Paso Energy Capital Trust I Preferred CPFD (EP.PC) | 0.0 | $2.5M | 50k | 50.49 | |
| Verisign (VRSN) | 0.0 | $2.5M | 10k | 251.56 | |
| Ptc (PTC) | 0.0 | $2.5M | 22k | 113.61 | |
| Albertsons Companies Cl A Ord (ACI) | 0.0 | $2.5M | 185k | 13.53 | |
| Akamai Technologies (AKAM) | 0.0 | $2.5M | 21k | 118.21 | |
| Kroger (KR) | 0.0 | $2.5M | 45k | 55.53 | |
| Western Digital (WDC) | 0.0 | $2.5M | 3.9k | 638.72 | |
| Wec Energy Group (WEC) | 0.0 | $2.5M | 21k | 116.77 | |
| ConocoPhillips (COP) | 0.0 | $2.5M | 24k | 103.96 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $2.5M | 7.4k | 334.82 | |
| Venture Global (VG) | 0.0 | $2.5M | 222k | 11.13 | |
| MarketAxess Holdings (MKTX) | 0.0 | $2.5M | 22k | 113.49 | |
| Amdocs Ltd ord (DOX) | 0.0 | $2.4M | 49k | 50.54 | |
| Merck & Co (MRK) | 0.0 | $2.4M | 19k | 128.50 | |
| HSBC Holdings Adr (HSBC) | 0.0 | $2.4M | 25k | 95.09 | |
| Dow (DOW) | 0.0 | $2.4M | 88k | 27.36 | |
| VSE Corp. CPFD (VSECU) | 0.0 | $2.4M | 42k | 57.67 | |
| Burlington Stores CCB (Principal) | 0.0 | $2.4M | 1.5M | 1.59 | |
| Autodesk (ADSK) | 0.0 | $2.4M | 12k | 194.42 | |
| Rollins (ROL) | 0.0 | $2.4M | 57k | 41.74 | |
| Anthem (ELV) | 0.0 | $2.4M | 6.1k | 386.73 | |
| Meritage Homes Corp. CCB (Principal) | 0.0 | $2.3M | 2.3M | 1.03 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $2.3M | 14k | 164.27 | |
| Boeing Co. Preferred CPFD (BA.PA) | 0.0 | $2.3M | 34k | 67.30 | |
| Ego (EGO) | 0.0 | $2.3M | 74k | 31.09 | |
| United Rentals (URI) | 0.0 | $2.3M | 2.0k | 1132.89 | |
| Revolution Medicines CCB (Principal) | 0.0 | $2.2M | 1.8M | 1.25 | |
| Coinbase Global CCB (Principal) | 0.0 | $2.2M | 2.5M | 0.90 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $2.2M | 57k | 38.73 | |
| Granite Construction CCB (Principal) | 0.0 | $2.2M | 1.1M | 2.09 | |
| Fluor Corp. CCB (Principal) | 0.0 | $2.2M | 1.7M | 1.32 | |
| BofA Finance CCB (Principal) | 0.0 | $2.1M | 1.7M | 1.25 | |
| Xcel Energy (XEL) | 0.0 | $2.1M | 26k | 80.30 | |
| Seagate HDD Cayman CCB (Principal) | 0.0 | $2.0M | 175k | 11.67 | |
| PureCycle Technologies CCB (Principal) | 0.0 | $2.0M | 2.0M | 1.01 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $2.0M | 14k | 136.68 | |
| Diamondback Energy (FANG) | 0.0 | $1.9M | 11k | 175.78 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $1.8M | 22k | 82.65 | |
| Oracle Corp. CPFD (ORCL.PD) | 0.0 | $1.8M | 40k | 44.95 | |
| Iron Mountain Inc. REIT Reit (IRM) | 0.0 | $1.8M | 14k | 126.31 | |
| Bridgebio Pharma CCB (Principal) | 0.0 | $1.8M | 1.0M | 1.78 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $1.8M | 9.3k | 188.34 | |
| Cae (CAE) | 0.0 | $1.7M | 49k | 35.51 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $1.7M | 19k | 91.19 | |
| VICI Properties Inc. REIT Reit (VICI) | 0.0 | $1.7M | 64k | 26.55 | |
| NextEra Energy Inc. Preferred CPFD (NEE.PV) | 0.0 | $1.7M | 35k | 47.94 | |
| Carnival Corp (CCL) | 0.0 | $1.7M | 58k | 28.57 | |
| SolarEdge Technologies CCB (Principal) | 0.0 | $1.6M | 850k | 1.92 | |
| Solaris Energy Infrastructure CCB (Principal) | 0.0 | $1.6M | 1.0M | 1.63 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.6M | 18k | 91.68 | |
| Applied Optoelectronics CCB (Principal) | 0.0 | $1.6M | 450k | 3.54 | |
| Lowe's Companies (LOW) | 0.0 | $1.6M | 7.2k | 220.49 | |
| Cloudflare CCB (Principal) | 0.0 | $1.6M | 1.3M | 1.26 | |
| Tetra Tech CCB (Principal) | 0.0 | $1.6M | 1.5M | 1.05 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $1.6M | 27k | 58.20 | |
| Pulte (PHM) | 0.0 | $1.6M | 11k | 137.21 | |
| Booking Holdings (BKNG) | 0.0 | $1.6M | 8.8k | 178.24 | |
| Rockwell Automation (ROK) | 0.0 | $1.6M | 3.2k | 495.08 | |
| Regions Financial Corporation (RF) | 0.0 | $1.5M | 51k | 30.20 | |
| Travere Therapeutics CCB (Principal) | 0.0 | $1.5M | 1.3M | 1.18 | |
| Affirm Holdings CCB (Principal) | 0.0 | $1.5M | 1.3M | 1.17 | |
| Wells Fargo & Co. Preferred CPFD (WFC.PL) | 0.0 | $1.5M | 1.3k | 1157.00 | |
| Century Aluminum CCB (Principal) | 0.0 | $1.5M | 600k | 2.46 | |
| Arista Networks (ANET) | 0.0 | $1.5M | 8.7k | 169.88 | |
| Halozyme Therapeutics CCB (Principal) | 0.0 | $1.5M | 1.0M | 1.46 | |
| Albermale Corp. Preferred CPFD (ALB.PA) | 0.0 | $1.4M | 26k | 55.35 | |
| Zenas Biopharma CCB (Principal) | 0.0 | $1.4M | 1.2M | 1.19 | |
| Hasbro (HAS) | 0.0 | $1.4M | 17k | 82.59 | |
| Spdr Index Shs Fds msci eafe (EFAX) | 0.0 | $1.4M | 26k | 54.12 | |
| Datadog CCB (Principal) | 0.0 | $1.4M | 950k | 1.42 | |
| Celcuity CCB (Principal) | 0.0 | $1.3M | 600k | 2.25 | |
| Array Technologies CCB (Principal) | 0.0 | $1.3M | 1.1M | 1.25 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $1.3M | 4.4k | 301.71 | |
| PPL Capital Funding CCB (Principal) | 0.0 | $1.3M | 1.2M | 1.14 | |
| Tapestry (TPR) | 0.0 | $1.3M | 8.8k | 146.38 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $1.3M | 5.7k | 225.49 | |
| World Kinect Corp. CCB (Principal) | 0.0 | $1.3M | 1.0M | 1.29 | |
| Delta Air Lines (DAL) | 0.0 | $1.3M | 13k | 93.66 | |
| Repligen Corp. CCB (Principal) | 0.0 | $1.3M | 1.2M | 1.02 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.2M | 1.3k | 978.12 | |
| Cogent Biosciences CCB (Principal) | 0.0 | $1.2M | 1.0M | 1.24 | |
| Airbnb (ABNB) | 0.0 | $1.2M | 8.6k | 143.10 | |
| Apollo Global Management Inc. Preferred CPFD (APO.PA) | 0.0 | $1.2M | 20k | 60.92 | |
| Dollar Tree (DLTR) | 0.0 | $1.2M | 10k | 120.95 | |
| State Street Corporation (STT) | 0.0 | $1.2M | 7.1k | 169.60 | |
| Rh (RH) | 0.0 | $1.2M | 7.3k | 164.73 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.2M | 4.0k | 298.07 | |
| Silvercorp Metals CCB (Principal) | 0.0 | $1.2M | 489k | 2.43 | |
| Ionis Pharmaceuticals CCB (Principal) | 0.0 | $1.2M | 750k | 1.55 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $1.2M | 14k | 82.84 | |
| Alnylam Pharmaceuticals CCB (Principal) | 0.0 | $1.1M | 950k | 1.20 | |
| Golar LNG CCB (Principal) | 0.0 | $1.1M | 1.0M | 1.14 | |
| Celcuity CCB (Principal) | 0.0 | $1.1M | 1.0M | 1.14 | |
| Uber Technologies CCB (Principal) | 0.0 | $1.1M | 950k | 1.20 | |
| PG&E Corp. CCB (Principal) | 0.0 | $1.1M | 1.1M | 1.02 | |
| Grupo Aeroportuario del Sureste SAB de CV Adr (ASR) | 0.0 | $1.1M | 3.6k | 306.70 | |
| Target Corporation (TGT) | 0.0 | $1.1M | 8.2k | 130.61 | |
| QXO Inc. Preferred CPFD (QXO.PB) | 0.0 | $1.1M | 22k | 48.74 | |
| OSI Systems CCB (Principal) | 0.0 | $1.1M | 800k | 1.33 | |
| Intel Corporation (INTC) | 0.0 | $1.1M | 7.6k | 139.63 | |
| DTE Energy Company (DTE) | 0.0 | $1.1M | 7.0k | 152.37 | |
| Perpetua Resources (PPTA) | 0.0 | $1.1M | 51k | 20.76 | |
| Cadence Design Systems (CDNS) | 0.0 | $1.0M | 2.8k | 375.32 | |
| GDS Holdings CCB (Principal) | 0.0 | $1.0M | 850k | 1.21 | |
| Equinox Gold Corp. CCB (Principal) | 0.0 | $1.0M | 600k | 1.68 | |
| International Paper Company (IP) | 0.0 | $1.0M | 26k | 38.10 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $1.0M | 1.3k | 763.14 | |
| Trip.com Group CCB (Principal) | 0.0 | $985k | 1.0M | 0.98 | |
| Madison Air Solutions Corp Com Shs Cl A | 0.0 | $975k | 25k | 39.00 | |
| FedEx Corporation (FDX) | 0.0 | $959k | 3.1k | 313.13 | |
| Fortuna Mining Corp. CCB (Principal) | 0.0 | $956k | 625k | 1.53 | |
| Fortis (FTS) | 0.0 | $945k | 12k | 81.25 | |
| Dominion Resources (D) | 0.0 | $938k | 14k | 68.29 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $937k | 8.4k | 111.31 | |
| Servicenow (NOW) | 0.0 | $922k | 9.3k | 99.28 | |
| Talen Energy Corp (TLN) | 0.0 | $919k | 2.4k | 384.26 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $911k | 9.2k | 98.98 | |
| Msci (MSCI) | 0.0 | $902k | 1.6k | 560.04 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $899k | 11k | 85.49 | |
| salesforce (CRM) | 0.0 | $893k | 5.7k | 156.66 | |
| Ishares Tr broad usd high (USHY) | 0.0 | $870k | 24k | 37.02 | |
| Western Digital Corp. CCB (Principal) | 0.0 | $842k | 50k | 16.84 | |
| TransMedics Group CCB (Principal) | 0.0 | $838k | 775k | 1.08 | |
| S&p Global (SPGI) | 0.0 | $810k | 2.0k | 407.26 | |
| Wells Fargo & Company (WFC) | 0.0 | $793k | 9.6k | 82.64 | |
| Universal Display Corporation (OLED) | 0.0 | $788k | 9.1k | 86.59 | |
| SPDR S&P Dividend (SDY) | 0.0 | $787k | 5.2k | 152.18 | |
| Emerson Electric (EMR) | 0.0 | $787k | 5.5k | 143.15 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $773k | 2.3k | 335.90 | |
| Ssr Mining (SSRM) | 0.0 | $771k | 27k | 28.27 | |
| Ishares Msci Global Metals & etp (PICK) | 0.0 | $755k | 13k | 58.16 | |
| Telus Ord (TU) | 0.0 | $752k | 71k | 10.58 | |
| Fervo Energy | 0.0 | $745k | 26k | 29.23 | |
| Nuvation Bio CCB (Principal) | 0.0 | $716k | 690k | 1.04 | |
| Ciena Corporation (CIEN) | 0.0 | $715k | 1.5k | 490.56 | |
| Grupo Aeroportuario del Pacifico SAB de CV Adr (PAC) | 0.0 | $688k | 2.7k | 253.16 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $679k | 4.4k | 154.30 | |
| South Bow Corp (SOBO) | 0.0 | $670k | 19k | 35.23 | |
| Vanguard Financials ETF (VFH) | 0.0 | $623k | 4.7k | 131.60 | |
| Fortive (FTV) | 0.0 | $609k | 10k | 61.09 | |
| Brighthouse Finl (BHF) | 0.0 | $605k | 9.6k | 63.30 | |
| Celsius Holdings (CELH) | 0.0 | $600k | 21k | 29.28 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $596k | 3.8k | 156.95 | |
| Shell Adr (SHEL) | 0.0 | $594k | 7.7k | 77.54 | |
| PPL Corporation (PPL) | 0.0 | $591k | 16k | 36.35 | |
| Grupo Aeroportuario Del Centro Norte Sab De Cv Adr (OMAB) | 0.0 | $572k | 5.1k | 113.09 | |
| Keurig Dr Pepper (KDP) | 0.0 | $560k | 17k | 32.73 | |
| Oneok (OKE) | 0.0 | $559k | 6.4k | 86.94 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $543k | 1.7k | 317.53 | |
| ARM Holdings Adr (ARM) | 0.0 | $533k | 1.5k | 354.57 | |
| Evergy (EVRG) | 0.0 | $529k | 6.1k | 86.43 | |
| PG&E Corporation (PCG) | 0.0 | $514k | 31k | 16.82 | |
| Spire (SR) | 0.0 | $471k | 6.0k | 78.09 | |
| Teck Resources Ltd cl b (TECK) | 0.0 | $450k | 7.5k | 59.56 | |
| Cintas Corporation (CTAS) | 0.0 | $444k | 2.6k | 170.08 | |
| Ishares Tr (USXF) | 0.0 | $431k | 6.2k | 69.45 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $421k | 7.5k | 56.04 | |
| Alibaba Group Holding Adr (BABA) | 0.0 | $417k | 4.3k | 95.98 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $412k | 6.3k | 65.62 | |
| Draftkings (DKNG) | 0.0 | $404k | 16k | 25.26 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $400k | 765.00 | 522.39 | |
| Zymeworks Del (ZYME) | 0.0 | $392k | 15k | 26.14 | |
| Energy Transfer MLP (ET) | 0.0 | $386k | 20k | 19.12 | |
| Equitable Holdings (EQH) | 0.0 | $386k | 8.8k | 43.88 | |
| W.W. Grainger (GWW) | 0.0 | $384k | 282.00 | 1360.40 | |
| Newmont Mining Corporation (NEM) | 0.0 | $374k | 4.0k | 93.40 | |
| Energy Fuels (UUUU) | 0.0 | $370k | 26k | 14.53 | |
| Dex (DXCM) | 0.0 | $368k | 5.5k | 67.35 | |
| Carrier Global Corporation (CARR) | 0.0 | $367k | 5.0k | 73.35 | |
| Citigroup (C) | 0.0 | $365k | 2.6k | 139.96 | |
| Baidu Adr (BIDU) | 0.0 | $341k | 3.0k | 114.29 | |
| Atmos Energy Corporation (ATO) | 0.0 | $321k | 1.9k | 172.27 | |
| Ishares Tr (DMXF) | 0.0 | $313k | 3.7k | 84.60 | |
| Pepsi (PEP) | 0.0 | $313k | 2.3k | 135.40 | |
| Medtronic (MDT) | 0.0 | $312k | 4.0k | 78.23 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $311k | 4.3k | 71.60 | |
| Yandex Nv-a (NBIS) | 0.0 | $305k | 1.1k | 276.17 | |
| EnerSys (ENS) | 0.0 | $297k | 1.3k | 233.82 | |
| Coca Cola European Partners (CCEP) | 0.0 | $288k | 2.9k | 100.07 | |
| WisdomTree Dividend ex-Fin Fund (AIVL) | 0.0 | $286k | 2.2k | 131.13 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $278k | 2.1k | 132.24 | |
| Trane Technologies (TT) | 0.0 | $270k | 550.00 | 491.16 | |
| Astrazeneca Plc Ord (AZN) | 0.0 | $263k | 1.4k | 189.62 | |
| Evolent Health CCB (Principal) | 0.0 | $259k | 350k | 0.74 | |
| GDS Holdings Adr (GDS) | 0.0 | $256k | 8.5k | 30.03 | |
| BHP Billiton (BHP) | 0.0 | $250k | 3.0k | 83.31 | |
| Estee Lauder Companies (EL) | 0.0 | $237k | 3.0k | 78.95 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $235k | 3.3k | 71.86 | |
| Spotify Technology Sa (SPOT) | 0.0 | $223k | 485.00 | 459.13 | |
| Apollo Global Mgmt (APO) | 0.0 | $214k | 1.8k | 118.31 | |
| Vaneck Vec Invt Grade Fltg Rate Etf etf/closed end fund (FLTR) | 0.0 | $206k | 8.0k | 25.61 | |
| Snowflake CCB (Principal) | 0.0 | $177k | 100k | 1.77 |