|
Coca-Cola Company
(KO)
|
18.0 |
$41M |
|
621k |
66.32 |
|
Ishares Tr Select Divid Etf
(DVY)
|
10.9 |
$25M |
|
175k |
142.10 |
|
Dream Finders Homes Com Cl A
(DFH)
|
10.7 |
$25M |
|
947k |
25.92 |
|
T Rowe Price Etf Cap Appreciation
(TCAF)
|
5.3 |
$12M |
|
321k |
37.70 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
3.7 |
$8.6M |
|
14k |
600.37 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
3.6 |
$8.1M |
|
125k |
65.26 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
3.3 |
$7.6M |
|
11k |
669.31 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.2 |
$4.9M |
|
7.4k |
666.20 |
|
Apple
(AAPL)
|
1.7 |
$3.9M |
|
15k |
254.63 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
1.5 |
$3.4M |
|
10k |
328.16 |
|
Workday Cl A
(WDAY)
|
1.4 |
$3.2M |
|
13k |
240.73 |
|
Ishares Tr Msci Acwi Etf
(ACWI)
|
1.2 |
$2.8M |
|
20k |
138.24 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
1.1 |
$2.6M |
|
30k |
87.31 |
|
Goldman Sachs
(GS)
|
1.0 |
$2.4M |
|
3.0k |
796.47 |
|
Ishares Msci Gbl Min Vol
(ACWV)
|
1.0 |
$2.3M |
|
19k |
119.92 |
|
Ge Aerospace Com New
(GE)
|
1.0 |
$2.2M |
|
7.2k |
300.84 |
|
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.9 |
$2.0M |
|
21k |
95.14 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf
(JPST)
|
0.9 |
$2.0M |
|
40k |
50.73 |
|
World Gold Tr Spdr Gld Minis
(GLDM)
|
0.9 |
$2.0M |
|
26k |
76.45 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.9 |
$2.0M |
|
17k |
118.83 |
|
Microsoft Corporation
(MSFT)
|
0.8 |
$1.9M |
|
3.6k |
517.96 |
|
Ishares Tr Core 80/20 Aggre
(AOA)
|
0.8 |
$1.8M |
|
21k |
88.14 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.8 |
$1.8M |
|
7.2k |
243.10 |
|
Tesla Motors
(TSLA)
|
0.7 |
$1.7M |
|
3.8k |
444.72 |
|
Truist Financial Corp equities
(TFC)
|
0.7 |
$1.7M |
|
37k |
45.72 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.7M |
|
25k |
65.92 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.7 |
$1.6M |
|
4.4k |
355.47 |
|
Exxon Mobil Corporation
(XOM)
|
0.7 |
$1.6M |
|
14k |
112.75 |
|
Meta Platforms Cl A
(META)
|
0.7 |
$1.5M |
|
2.1k |
734.35 |
|
Amazon
(AMZN)
|
0.6 |
$1.5M |
|
6.7k |
219.56 |
|
Coastal Finl Corp Wa Com New
(CCB)
|
0.6 |
$1.4M |
|
13k |
108.17 |
|
Abrdn Silver Etf Trust Physcl Silvr Shs
(SIVR)
|
0.6 |
$1.3M |
|
30k |
44.48 |
|
Acuity Brands
(AYI)
|
0.6 |
$1.3M |
|
3.8k |
344.43 |
|
Ge Vernova
(GEV)
|
0.6 |
$1.3M |
|
2.1k |
614.90 |
|
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.5 |
$1.2M |
|
21k |
58.85 |
|
NVIDIA Corporation
(NVDA)
|
0.5 |
$1.2M |
|
6.5k |
186.57 |
|
Kinsale Cap Group
(KNSL)
|
0.5 |
$1.2M |
|
2.8k |
425.34 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.5 |
$1.0M |
|
4.3k |
241.93 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.5 |
$1.0M |
|
17k |
59.92 |
|
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.4 |
$991k |
|
15k |
65.01 |
|
Home Depot
(HD)
|
0.4 |
$991k |
|
2.4k |
405.27 |
|
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$983k |
|
1.7k |
568.81 |
|
Capital City Bank
(CCBG)
|
0.4 |
$961k |
|
23k |
41.79 |
|
Amphenol Corp Cl A
(APH)
|
0.4 |
$960k |
|
7.8k |
123.75 |
|
Ptc
(PTC)
|
0.4 |
$946k |
|
4.7k |
203.02 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.4 |
$915k |
|
4.8k |
189.72 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.4 |
$912k |
|
1.5k |
612.29 |
|
Ameren Corporation
(AEE)
|
0.4 |
$911k |
|
8.7k |
104.38 |
|
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.4 |
$887k |
|
17k |
53.40 |
|
Coupang Cl A
(CPNG)
|
0.4 |
$882k |
|
27k |
32.20 |
|
Becton, Dickinson and
(BDX)
|
0.4 |
$866k |
|
4.6k |
187.17 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.4 |
$858k |
|
9.2k |
93.37 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.4 |
$844k |
|
4.9k |
170.85 |
|
Canadian Natural Resources
(CNQ)
|
0.4 |
$834k |
|
26k |
31.96 |
|
Danaher Corporation
(DHR)
|
0.4 |
$825k |
|
4.2k |
198.28 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.4 |
$809k |
|
3.7k |
215.82 |
|
Advanced Micro Devices
(AMD)
|
0.3 |
$775k |
|
4.8k |
161.79 |
|
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.3 |
$768k |
|
9.1k |
84.83 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.3 |
$754k |
|
1.00 |
754200.00 |
|
Roper Industries
(ROP)
|
0.3 |
$749k |
|
1.5k |
498.67 |
|
CenterPoint Energy
(CNP)
|
0.3 |
$746k |
|
19k |
38.80 |
|
Servisfirst Bancshares
(SFBS)
|
0.3 |
$732k |
|
9.1k |
80.53 |
|
Ban
(TBBK)
|
0.3 |
$707k |
|
9.4k |
74.89 |
|
Goldman Sachs Bdc SHS
(GSBD)
|
0.3 |
$706k |
|
69k |
10.17 |
|
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.3 |
$676k |
|
12k |
57.10 |
|
Capital Bancorp
(CBNK)
|
0.3 |
$583k |
|
18k |
31.90 |
|
Sr Bancorp
(SRBK)
|
0.3 |
$581k |
|
39k |
15.09 |
|
Managed Portfolio Series Leuthold Core Et
(LCR)
|
0.2 |
$534k |
|
14k |
37.99 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$532k |
|
5.2k |
103.06 |
|
Caterpillar
(CAT)
|
0.2 |
$469k |
|
984.00 |
476.95 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.2 |
$468k |
|
627.00 |
746.63 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$455k |
|
2.5k |
185.42 |
|
Pimco Dynamic Income SHS
(PDI)
|
0.2 |
$443k |
|
22k |
19.80 |
|
Ea Series Trust Alpha Arch 1-3
(BOXX)
|
0.2 |
$433k |
|
3.8k |
113.86 |
|
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$426k |
|
1.4k |
315.40 |
|
Netflix
(NFLX)
|
0.2 |
$422k |
|
352.00 |
1198.92 |
|
Raytheon Technologies Corp
(RTX)
|
0.2 |
$414k |
|
2.5k |
167.34 |
|
Customers Ban
(CUBI)
|
0.2 |
$414k |
|
6.3k |
65.37 |
|
Ishares Msci Emerg Mrkt
(EEMV)
|
0.2 |
$409k |
|
6.4k |
63.83 |
|
Bank of America Corporation
(BAC)
|
0.2 |
$401k |
|
7.8k |
51.59 |
|
Sound Finl Ban
(SFBC)
|
0.2 |
$396k |
|
8.6k |
46.06 |
|
Esquire Financial Holdings
(ESQ)
|
0.2 |
$394k |
|
3.9k |
102.06 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$387k |
|
1.6k |
243.54 |
|
Doubleline Income Solutions
(DSL)
|
0.2 |
$385k |
|
31k |
12.28 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.2 |
$384k |
|
4.3k |
89.34 |
|
Arch Cap Group Ord
(ACGL)
|
0.2 |
$366k |
|
4.0k |
90.73 |
|
Ishares Tr Global Energ Etf
(IXC)
|
0.2 |
$360k |
|
8.6k |
41.75 |
|
Emcor
(EME)
|
0.2 |
$343k |
|
528.00 |
650.06 |
|
Trimble Navigation
(TRMB)
|
0.1 |
$334k |
|
4.1k |
81.65 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$333k |
|
6.2k |
53.87 |
|
Steel Dynamics
(STLD)
|
0.1 |
$330k |
|
2.4k |
139.41 |
|
Chesapeake Energy Corp
(EXE)
|
0.1 |
$308k |
|
2.9k |
106.24 |
|
Ge Healthcare Technologies I Common Stock
(GEHC)
|
0.1 |
$300k |
|
4.0k |
75.10 |
|
Fidelity Covington Trust Blue Chip Grwth
(FBCG)
|
0.1 |
$297k |
|
5.5k |
53.66 |
|
Exelixis
(EXEL)
|
0.1 |
$290k |
|
7.0k |
41.30 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.1 |
$275k |
|
574.00 |
479.61 |
|
General Dynamics Corporation
(GD)
|
0.1 |
$262k |
|
767.00 |
341.00 |
|
Fifth Dist Bancorp
(FDSB)
|
0.1 |
$261k |
|
19k |
13.83 |
|
Sprott Com New
(SII)
|
0.1 |
$258k |
|
3.1k |
83.19 |
|
Allison Transmission Hldngs I
(ALSN)
|
0.1 |
$257k |
|
3.0k |
84.88 |
|
Popular Com New
(BPOP)
|
0.1 |
$254k |
|
2.0k |
127.01 |
|
Northeast Bk Lewiston Me
(NBN)
|
0.1 |
$254k |
|
2.5k |
100.16 |
|
H&R Block
(HRB)
|
0.1 |
$252k |
|
5.0k |
50.57 |
|
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$250k |
|
886.00 |
281.89 |
|
Docusign
(DOCU)
|
0.1 |
$242k |
|
3.4k |
72.09 |
|
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$232k |
|
3.2k |
73.46 |
|
Ishares Gold Tr Ishares New
(IAU)
|
0.1 |
$219k |
|
3.0k |
72.77 |
|
Nushares Etf Tr Nuveen Shrt Term
(NURE)
|
0.1 |
$208k |
|
7.2k |
28.79 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$207k |
|
841.00 |
246.60 |
|
Bofi Holding
(AX)
|
0.1 |
$206k |
|
2.4k |
84.65 |
|
Kayne Anderson Bdc Com Shs
(KBDC)
|
0.1 |
$180k |
|
14k |
13.32 |
|
Envoy Medical Cl A
(COCH)
|
0.1 |
$119k |
|
153k |
0.78 |
|
First Fndtn
(FFWM)
|
0.0 |
$97k |
|
17k |
5.57 |
|
Blue Ridge Bank
(BRBS)
|
0.0 |
$63k |
|
15k |
4.23 |
|
Ready Cap Corp Com reit
(RC)
|
0.0 |
$52k |
|
14k |
3.87 |
|
Optimumbank Holdings
(OPHC)
|
0.0 |
$47k |
|
12k |
4.10 |
|
Wheels Up Experience Com Cl A
(UP)
|
0.0 |
$32k |
|
18k |
1.84 |
|
Elutia Cl A Com
(ELUT)
|
0.0 |
$27k |
|
30k |
0.89 |