|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
7.7 |
$139M |
|
233k |
596.03 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
7.0 |
$126M |
|
1.3M |
93.37 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
5.8 |
$104M |
|
156k |
669.30 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
3.9 |
$70M |
|
288k |
241.96 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
3.7 |
$67M |
|
1.1M |
59.92 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.9 |
$53M |
|
79k |
666.18 |
|
New World CL R-6
|
2.9 |
$52M |
|
551k |
94.95 |
|
Goldman Sachs Etf Tr Activebeta Eme
(GEM)
|
2.6 |
$47M |
|
1.2M |
40.73 |
|
NVIDIA Corporation
(NVDA)
|
2.6 |
$47M |
|
253k |
186.58 |
|
Tortoise Capital Series Trus North Amern Pipe
(TPYP)
|
2.6 |
$47M |
|
1.3M |
36.45 |
|
Apple
(AAPL)
|
2.3 |
$42M |
|
165k |
254.63 |
|
Wal-Mart Stores
(WMT)
|
2.2 |
$41M |
|
393k |
103.06 |
|
Microsoft Corporation
(MSFT)
|
2.2 |
$39M |
|
76k |
517.95 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
1.9 |
$34M |
|
181k |
189.70 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.8 |
$32M |
|
132k |
243.10 |
|
Unified Ser Tr Dean Mc Vl Nl S
(DALCX)
|
1.7 |
$31M |
|
1.1M |
27.71 |
|
Mfs Series Trust Xvii Intl Equity Fd
(MIEIX)
|
1.4 |
$25M |
|
631k |
40.34 |
|
Advisors Inner Circle Westwood Ult Shs
(WWSYX)
|
1.4 |
$25M |
|
1.2M |
20.80 |
|
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
1.4 |
$25M |
|
322k |
76.72 |
|
Amazon
(AMZN)
|
1.4 |
$25M |
|
112k |
219.57 |
|
First Tr Exchange-traded No Amer Energy
(EMLP)
|
1.1 |
$20M |
|
530k |
38.29 |
|
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$20M |
|
63k |
315.43 |
|
Vanguard Index Fds 500index Admir
(VFIAX)
|
1.0 |
$18M |
|
30k |
617.30 |
|
Franklin Templeton Etf Tr Ftse Japan Etf
(FLJP)
|
1.0 |
$18M |
|
517k |
34.56 |
|
Broadcom
(AVGO)
|
1.0 |
$18M |
|
54k |
329.91 |
|
Micron Technology
(MU)
|
1.0 |
$18M |
|
104k |
167.32 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$17M |
|
315k |
54.18 |
|
J P Morgan Exchange Traded F Betabuilders Eur
(BBEU)
|
0.9 |
$16M |
|
236k |
69.61 |
|
Meta Platforms Cl A
(META)
|
0.9 |
$16M |
|
22k |
734.38 |
|
Iqvia Holdings
(IQV)
|
0.9 |
$16M |
|
83k |
189.94 |
|
Abbvie
(ABBV)
|
0.9 |
$16M |
|
68k |
231.54 |
|
Omni
(OMC)
|
0.9 |
$16M |
|
191k |
81.53 |
|
Travelers Companies
(TRV)
|
0.8 |
$15M |
|
55k |
279.22 |
|
Union Pacific Corporation
(UNP)
|
0.8 |
$15M |
|
64k |
236.37 |
|
Johnson & Johnson
(JNJ)
|
0.8 |
$15M |
|
80k |
185.42 |
|
Fiserv
(FI)
|
0.8 |
$14M |
|
111k |
128.93 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.8 |
$14M |
|
155k |
87.31 |
|
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.7 |
$13M |
|
93k |
139.17 |
|
Ecolab
(ECL)
|
0.7 |
$13M |
|
46k |
273.86 |
|
Lowe's Companies
(LOW)
|
0.7 |
$13M |
|
50k |
251.31 |
|
Home Depot
(HD)
|
0.7 |
$12M |
|
30k |
405.19 |
|
Boston Scientific Corporation
(BSX)
|
0.7 |
$12M |
|
125k |
97.63 |
|
Bank of America Corporation
(BAC)
|
0.7 |
$12M |
|
233k |
51.59 |
|
Capital One Financial
(COF)
|
0.7 |
$12M |
|
56k |
212.58 |
|
Lam Research Corp Com New
(LRCX)
|
0.6 |
$12M |
|
87k |
133.90 |
|
Honeywell International
(HON)
|
0.6 |
$12M |
|
55k |
210.50 |
|
General Dynamics Corporation
(GD)
|
0.6 |
$11M |
|
33k |
341.00 |
|
Motorola Solutions Com New
(MSI)
|
0.6 |
$11M |
|
25k |
457.29 |
|
Procter & Gamble Company
(PG)
|
0.6 |
$11M |
|
72k |
153.65 |
|
Ishares Tr Msci Ac Asia Etf
(AAXJ)
|
0.6 |
$11M |
|
121k |
91.22 |
|
Nrg Energy Com New
(NRG)
|
0.6 |
$11M |
|
67k |
161.95 |
|
Spdr Series Trust Portfolio S&p500
(SPLG)
|
0.6 |
$11M |
|
134k |
78.34 |
|
Accenture Plc Ireland Shs Class A
(ACN)
|
0.6 |
$11M |
|
42k |
246.60 |
|
Atmos Energy Corporation
(ATO)
|
0.5 |
$9.9M |
|
58k |
170.75 |
|
salesforce
(CRM)
|
0.5 |
$9.6M |
|
40k |
237.00 |
|
ConocoPhillips
(COP)
|
0.5 |
$9.2M |
|
97k |
94.59 |
|
Oracle Corporation
(ORCL)
|
0.5 |
$8.2M |
|
29k |
281.24 |
|
American Express Company
(AXP)
|
0.4 |
$8.1M |
|
24k |
332.16 |
|
Applied Materials
(AMAT)
|
0.4 |
$7.9M |
|
39k |
204.74 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$7.4M |
|
15k |
502.74 |
|
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$7.2M |
|
116k |
62.47 |
|
Eli Lilly & Co.
(LLY)
|
0.4 |
$6.9M |
|
9.0k |
763.00 |
|
Mastercard Incorporated Cl A
(MA)
|
0.4 |
$6.8M |
|
12k |
568.81 |
|
Goldman Sachs Etf Tr Activebeta Us Lg
(GSLC)
|
0.4 |
$6.6M |
|
51k |
130.28 |
|
Spdr Series Trust S&p Regl Bkg
(KRE)
|
0.4 |
$6.5M |
|
102k |
63.30 |
|
Vanguard Star Fds Moder Grw Ptf
(VSMGX)
|
0.3 |
$6.2M |
|
175k |
35.20 |
|
CBOE Holdings
(CBOE)
|
0.3 |
$5.7M |
|
23k |
245.25 |
|
Raytheon Technologies Corp
(RTX)
|
0.3 |
$5.4M |
|
32k |
167.33 |
|
Colgate-Palmolive Company
(CL)
|
0.3 |
$4.6M |
|
58k |
79.94 |
|
Eupac Fund American Fd F 3
(FEUPX)
|
0.2 |
$3.7M |
|
58k |
64.61 |
|
Ge Aerospace Com New
(GE)
|
0.2 |
$3.4M |
|
11k |
300.82 |
|
Eaton Corp SHS
(ETN)
|
0.2 |
$3.4M |
|
9.0k |
374.25 |
|
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$3.1M |
|
8.9k |
352.75 |
|
International Business Machines
(IBM)
|
0.2 |
$3.0M |
|
11k |
282.16 |
|
Advanced Micro Devices
(AMD)
|
0.2 |
$3.0M |
|
19k |
161.79 |
|
Eversource Energy
(ES)
|
0.2 |
$2.8M |
|
39k |
71.14 |
|
Citizens Financial
(CFG)
|
0.1 |
$2.7M |
|
50k |
53.16 |
|
Intuitive Surgical Com New
(ISRG)
|
0.1 |
$2.6M |
|
5.8k |
447.23 |
|
Truist Financial Corp equities
(TFC)
|
0.1 |
$2.5M |
|
55k |
45.72 |
|
Public Service Enterprise
(PEG)
|
0.1 |
$2.5M |
|
30k |
83.46 |
|
Fidelity Charles Str Tr Adv Aset 30% Z
(FIKWX)
|
0.1 |
$2.5M |
|
197k |
12.71 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$2.5M |
|
21k |
118.83 |
|
McDonald's Corporation
(MCD)
|
0.1 |
$2.4M |
|
7.9k |
303.89 |
|
Lockheed Martin Corporation
(LMT)
|
0.1 |
$2.4M |
|
4.7k |
499.21 |
|
Exxon Mobil Corporation
(XOM)
|
0.1 |
$2.3M |
|
21k |
112.75 |
|
Unilever Spon Adr New
(UL)
|
0.1 |
$2.3M |
|
39k |
59.28 |
|
Chevron Corporation
(CVX)
|
0.1 |
$2.3M |
|
15k |
155.29 |
|
Goldman Sachs Tr Smcpvl Ins Instl
(GSITX)
|
0.1 |
$2.3M |
|
38k |
60.07 |
|
Prudential Financial
(PRU)
|
0.1 |
$2.3M |
|
22k |
103.74 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$2.2M |
|
9.2k |
243.55 |
|
Manager Directed Portfolios Hood Riv Small C
(HRSMX)
|
0.1 |
$2.2M |
|
25k |
87.48 |
|
DTE Energy Company
(DTE)
|
0.1 |
$2.2M |
|
16k |
141.43 |
|
American Beacon Fds Steph Mc Grw Y
(SMFYX)
|
0.1 |
$2.2M |
|
50k |
43.32 |
|
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$2.2M |
|
4.6k |
463.74 |
|
Mfs Ser Tr I Value Fd Cl R6
(MEIKX)
|
0.1 |
$2.2M |
|
41k |
52.87 |
|
O'reilly Automotive
(ORLY)
|
0.1 |
$2.1M |
|
20k |
107.81 |
|
Oneok
(OKE)
|
0.1 |
$2.1M |
|
29k |
72.97 |
|
Jannrenee Llc Ima
|
0.1 |
$2.0M |
|
1.00 |
2027260.00 |
|
International Paper Company
(IP)
|
0.1 |
$2.0M |
|
43k |
46.40 |
|
Alliant Energy Corporation
(LNT)
|
0.1 |
$1.9M |
|
29k |
67.41 |
|
Huntington Bancshares Incorporated
(HBAN)
|
0.1 |
$1.9M |
|
111k |
17.27 |
|
Baillie Gifford Fds Intl Alpha Fd K
(BGIKX)
|
0.1 |
$1.8M |
|
117k |
15.04 |
|
Vanguard Index Fds Tot Stkidx Adm
(VTSAX)
|
0.1 |
$1.7M |
|
11k |
159.76 |
|
Campbell Soup Company
(CPB)
|
0.1 |
$1.6M |
|
50k |
31.58 |
|
Nextera Energy
(NEE)
|
0.1 |
$1.5M |
|
20k |
75.49 |
|
AES Corporation
(AES)
|
0.1 |
$1.5M |
|
114k |
13.16 |
|
Texas Instruments Incorporated
(TXN)
|
0.1 |
$1.5M |
|
8.1k |
183.73 |
|
Netflix
(NFLX)
|
0.1 |
$1.5M |
|
1.2k |
1198.92 |
|
Interpublic Group of Companies
(IPG)
|
0.1 |
$1.5M |
|
52k |
27.91 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$1.4M |
|
4.4k |
328.17 |
|
Ford Motor Company
(F)
|
0.1 |
$1.4M |
|
118k |
11.96 |
|
Pfizer
(PFE)
|
0.1 |
$1.4M |
|
55k |
25.48 |
|
Fidelity Advisor Ser I Small Cap Cl Z
(FZAOX)
|
0.1 |
$1.4M |
|
40k |
35.49 |
|
FirstEnergy
(FE)
|
0.1 |
$1.4M |
|
31k |
45.82 |
|
Tesla Motors
(TSLA)
|
0.1 |
$1.4M |
|
3.1k |
444.72 |
|
Key
(KEY)
|
0.1 |
$1.3M |
|
72k |
18.69 |
|
Deere & Company
(DE)
|
0.1 |
$1.3M |
|
2.9k |
457.26 |
|
T. Rowe Price
(TROW)
|
0.1 |
$1.3M |
|
13k |
102.64 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$1.2M |
|
10k |
120.72 |
|
Edison International
(EIX)
|
0.1 |
$1.2M |
|
22k |
55.28 |
|
New Era Bancorporation
|
0.1 |
$1.2M |
|
164.00 |
7349.30 |
|
Merck & Co
(MRK)
|
0.1 |
$1.2M |
|
14k |
83.93 |
|
Citigroup Com New
(C)
|
0.1 |
$1.1M |
|
11k |
101.50 |
|
Frontier Fds Mfg Infr Instl
(FMGIX)
|
0.1 |
$1.1M |
|
68k |
16.76 |
|
William Blair Fds Larg Cp Gwt R6
(LCGJX)
|
0.1 |
$1.1M |
|
34k |
33.38 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$1.1M |
|
1.8k |
600.37 |
|
Phillips 66
(PSX)
|
0.1 |
$1.1M |
|
7.8k |
136.02 |
|
Keurig Dr Pepper
(KDP)
|
0.1 |
$1.1M |
|
42k |
25.51 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$1.0M |
|
15k |
65.26 |
|
Packaging Corporation of America
(PKG)
|
0.1 |
$988k |
|
4.5k |
217.93 |
|
At&t
(T)
|
0.1 |
$946k |
|
34k |
28.24 |
|
Jpmorgan Tr I Us Vlu Fd Cl R6
(VGINX)
|
0.1 |
$920k |
|
10k |
90.63 |
|
Touchstone Strategic Tr Sands Cp Instl
(TSEGX)
|
0.1 |
$919k |
|
53k |
17.27 |
|
Washington Mut Invs
(AWSHX)
|
0.1 |
$915k |
|
14k |
66.99 |
|
Caterpillar
(CAT)
|
0.0 |
$807k |
|
1.7k |
477.15 |
|
Analog Devices
(ADI)
|
0.0 |
$784k |
|
3.2k |
245.70 |
|
Novartis Sponsored Adr
(NVS)
|
0.0 |
$764k |
|
6.0k |
128.24 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.0 |
$754k |
|
1.00 |
754200.00 |
|
Exelon Corporation
(EXC)
|
0.0 |
$729k |
|
16k |
45.01 |
|
J.B. Hunt Transport Services
(JBHT)
|
0.0 |
$719k |
|
5.4k |
134.17 |
|
American Electric Power Company
(AEP)
|
0.0 |
$719k |
|
6.4k |
112.50 |
|
Philip Morris International
(PM)
|
0.0 |
$692k |
|
4.3k |
162.20 |
|
ConAgra Foods
(CAG)
|
0.0 |
$681k |
|
37k |
18.31 |
|
Pinnacle West Capital Corporation
(PNW)
|
0.0 |
$680k |
|
7.6k |
89.66 |
|
Invesco SHS
(IVZ)
|
0.0 |
$678k |
|
30k |
22.94 |
|
Verizon Communications
(VZ)
|
0.0 |
$675k |
|
15k |
43.95 |
|
Best Buy
(BBY)
|
0.0 |
$647k |
|
8.6k |
75.62 |
|
Louisiana-Pacific Corporation
(LPX)
|
0.0 |
$631k |
|
7.1k |
88.84 |
|
American Centy Growth Fds In Legacy Foc Instl
(ACFSX)
|
0.0 |
$599k |
|
7.4k |
81.38 |
|
UnitedHealth
(UNH)
|
0.0 |
$595k |
|
1.7k |
345.30 |
|
Costco Wholesale Corporation
(COST)
|
0.0 |
$582k |
|
629.00 |
925.63 |
|
Arista Networks Com Shs
(ANET)
|
0.0 |
$553k |
|
3.8k |
145.71 |
|
Bristol Myers Squibb
(BMY)
|
0.0 |
$549k |
|
12k |
45.10 |
|
Visa Com Cl A
(V)
|
0.0 |
$531k |
|
1.6k |
341.38 |
|
Vanguard Index Fds Mdcap Indx Adm
(VIMAX)
|
0.0 |
$468k |
|
1.3k |
363.87 |
|
Vanguard Index Fds Smcp Index Adm
(VSMAX)
|
0.0 |
$462k |
|
3.8k |
121.85 |
|
Thermo Fisher Scientific
(TMO)
|
0.0 |
$447k |
|
922.00 |
485.02 |
|
Vanguard Specialized Funds Div Grw Fd
(VDIGX)
|
0.0 |
$422k |
|
11k |
36.84 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.0 |
$413k |
|
7.7k |
53.87 |
|
Coca-Cola Company
(KO)
|
0.0 |
$413k |
|
6.2k |
66.32 |
|
Vanguard Bd Index Fds Smcp Val Idx Adm
(VSIAX)
|
0.0 |
$411k |
|
4.6k |
89.66 |
|
Goldman Sachs
(GS)
|
0.0 |
$371k |
|
466.00 |
796.35 |
|
Royal Caribbean Cruises
(RCL)
|
0.0 |
$370k |
|
1.1k |
323.58 |
|
Walt Disney Company
(DIS)
|
0.0 |
$366k |
|
3.2k |
114.50 |
|
Vanguard Wellington Admiral Shares
(VWENX)
|
0.0 |
$365k |
|
4.4k |
82.19 |
|
Fidelity National Financial Com Shs
(FNF)
|
0.0 |
$363k |
|
6.0k |
60.49 |
|
Waste Management
(WM)
|
0.0 |
$360k |
|
1.6k |
220.83 |
|
Vanguard Index Fds Grw Index Adml
(VIGAX)
|
0.0 |
$355k |
|
1.4k |
247.05 |
|
Cisco Systems
(CSCO)
|
0.0 |
$338k |
|
4.9k |
68.42 |
|
Ssga Fds S&p 500 Index
(SVSPX)
|
0.0 |
$337k |
|
1.2k |
292.65 |
|
Wells Fargo & Company
(WFC)
|
0.0 |
$332k |
|
4.0k |
83.82 |
|
Deutsche Dws Invt Tr Dws Core Equty A
|
0.0 |
$316k |
|
8.3k |
37.92 |
|
Deutsche Dws Securities Trus Dws Science A
(KTCAX)
|
0.0 |
$316k |
|
6.7k |
46.83 |
|
Valero Energy Corporation
(VLO)
|
0.0 |
$311k |
|
1.8k |
170.26 |
|
Vanguard Tax-managed Fds Dev Mkts Admr
(VTMGX)
|
0.0 |
$301k |
|
16k |
19.30 |
|
The Village Limited Partners
|
0.0 |
$300k |
|
2.00 |
150000.00 |
|
Regent Bank
|
0.0 |
$295k |
|
2.5k |
118.00 |
|
Cadence Design Systems
(CDNS)
|
0.0 |
$294k |
|
837.00 |
351.26 |
|
Regions Financial Corporation
(RF)
|
0.0 |
$293k |
|
11k |
26.37 |
|
Gilead Sciences
(GILD)
|
0.0 |
$291k |
|
2.6k |
111.00 |
|
Altria
(MO)
|
0.0 |
$277k |
|
4.2k |
66.06 |
|
Vanguard Wellesley Income Admiral Shares
(VWIAX)
|
0.0 |
$272k |
|
4.3k |
63.64 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.0 |
$269k |
|
915.00 |
293.74 |
|
Pepsi
(PEP)
|
0.0 |
$266k |
|
1.9k |
140.44 |
|
Dominion Resources
(D)
|
0.0 |
$263k |
|
4.3k |
61.17 |
|
Oge Energy Corp
(OGE)
|
0.0 |
$261k |
|
5.6k |
46.27 |
|
AFLAC Incorporated
(AFL)
|
0.0 |
$256k |
|
2.3k |
111.70 |
|
Tyson Foods Cl A
(TSN)
|
0.0 |
$255k |
|
4.7k |
54.30 |
|
Federated Hermes Equity Fds Fh Stra Dvd Is
(SVAIX)
|
0.0 |
$239k |
|
37k |
6.52 |
|
Mutual Ser SHS FD CL Z
(MUTHX)
|
0.0 |
$233k |
|
8.7k |
26.86 |
|
L3harris Technologies
(LHX)
|
0.0 |
$231k |
|
755.00 |
305.41 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.0 |
$224k |
|
366.00 |
612.38 |
|
Automatic Data Processing
(ADP)
|
0.0 |
$223k |
|
760.00 |
293.50 |
|
Vanguard Bd Index Fds Mc Val Idx Adm S
(VMVAX)
|
0.0 |
$221k |
|
2.4k |
90.44 |
|
CVS Caremark Corporation
(CVS)
|
0.0 |
$218k |
|
2.9k |
75.39 |
|
Palantir Technologies Cl A
(PLTR)
|
0.0 |
$216k |
|
1.2k |
182.42 |
|
Alnylam Pharmaceuticals
(ALNY)
|
0.0 |
$215k |
|
472.00 |
456.00 |
|
Chipotle Mexican Grill
(CMG)
|
0.0 |
$212k |
|
5.4k |
39.19 |
|
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$210k |
|
1.9k |
108.96 |
|
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.0 |
$206k |
|
7.6k |
27.30 |
|
Vanguard Horizon Fds Strat Sceq Inv
(VSTCX)
|
0.0 |
$205k |
|
4.7k |
43.89 |
|
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.0 |
$204k |
|
732.00 |
279.29 |
|
Charles Schwab Corporation
(SCHW)
|
0.0 |
$204k |
|
2.1k |
95.47 |
|
Xcel Energy
(XEL)
|
0.0 |
$202k |
|
2.5k |
80.65 |
|
Servicenow
(NOW)
|
0.0 |
$201k |
|
218.00 |
920.28 |
|
Fidelity Charles Str Tr Adv Aset 40% Z
|
0.0 |
$156k |
|
11k |
14.16 |
|
Franklin Custodian Fds Income Fund A1
(FKINX)
|
0.0 |
$111k |
|
45k |
2.48 |
|
Westrock Coffee
(WEST)
|
0.0 |
$110k |
|
23k |
4.86 |
|
Eco Safe Sys Usa
(ESFS)
|
0.0 |
$0 |
|
20k |
0.00 |