Benjamin Edwards

Benjamin Edwards as of March 31, 2025

Portfolio Holdings for Benjamin Edwards

Benjamin Edwards holds 1075 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.6 $185M 831k 222.13
Microsoft Corporation (MSFT) 1.6 $113M 300k 375.40
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.6 $111M 1.2M 91.53
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 1.5 $110M 5.0M 22.05
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $90M 972k 92.29
Home Depot (HD) 1.2 $85M 233k 366.51
Ishares Tr Bb Rat Corp Bd (HYBB) 1.2 $84M 1.8M 46.21
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.1 $82M 1.0M 79.46
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $80M 629k 127.08
Abbvie (ABBV) 1.1 $77M 366k 209.52
McDonald's Corporation (MCD) 1.0 $72M 229k 312.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $71M 3.6M 19.78
Automatic Data Processing (ADP) 1.0 $70M 229k 305.54
Exxon Mobil Corporation (XOM) 0.9 $68M 570k 118.93
Wal-Mart Stores (WMT) 0.9 $67M 765k 87.79
Wec Energy Group (WEC) 0.9 $66M 610k 108.98
Costco Wholesale Corporation (COST) 0.9 $66M 70k 945.81
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $66M 1.3M 51.07
Republic Services (RSG) 0.9 $65M 267k 242.16
Watsco, Incorporated (WSO) 0.9 $64M 126k 508.40
Procter & Gamble Company (PG) 0.9 $62M 364k 170.43
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $62M 997k 61.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.8 $61M 754k 80.37
Snap-on Incorporated (SNA) 0.8 $61M 179k 337.06
Mastercard Incorporated Cl A (MA) 0.8 $60M 110k 548.17
Stryker Corporation (SYK) 0.8 $60M 160k 372.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.8 $58M 706k 81.76
Verizon Communications (VZ) 0.8 $56M 1.2M 45.36
Metropcs Communications (TMUS) 0.8 $56M 211k 266.72
Casey's General Stores (CASY) 0.8 $56M 129k 434.12
Tractor Supply Company (TSCO) 0.8 $56M 1.0M 55.10
Atmos Energy Corporation (ATO) 0.7 $54M 346k 154.59
Spdr Ser Tr Portfli High Yld (SPHY) 0.7 $53M 2.2M 23.42
Qualcomm (QCOM) 0.7 $50M 324k 153.61
American Water Works (AWK) 0.7 $49M 331k 147.53
Fastenal Company (FAST) 0.7 $49M 630k 77.55
S&p Global (SPGI) 0.7 $49M 96k 508.19
Amphenol Corp Cl A (APH) 0.7 $49M 740k 65.59
Sherwin-Williams Company (SHW) 0.7 $48M 139k 349.23
Illinois Tool Works (ITW) 0.7 $48M 193k 248.03
Accenture Plc Ireland Shs Class A (ACN) 0.7 $48M 153k 312.07
Texas Instruments Incorporated (TXN) 0.7 $47M 262k 179.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $46M 579k 78.94
Mccormick & Co Com Non Vtg (MKC) 0.6 $45M 548k 82.31
NVIDIA Corporation (NVDA) 0.6 $44M 405k 108.38
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $44M 567k 77.05
EOG Resources (EOG) 0.6 $44M 339k 128.24
Abbott Laboratories (ABT) 0.6 $43M 326k 132.65
Corteva (CTVA) 0.6 $42M 672k 62.93
Broadridge Financial Solutions (BR) 0.6 $42M 174k 242.50
Arthur J. Gallagher & Co. (AJG) 0.6 $42M 122k 345.24
Broadcom (AVGO) 0.6 $42M 250k 167.44
Cintas Corporation (CTAS) 0.6 $41M 198k 205.53
Merck & Co (MRK) 0.6 $40M 445k 89.76
Amazon (AMZN) 0.6 $40M 209k 190.26
Intuit (INTU) 0.6 $40M 65k 614.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $39M 71k 559.39
Motorola Solutions Com New (MSI) 0.6 $39M 90k 437.89
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.5 $39M 980k 39.52
Zoetis Cl A (ZTS) 0.5 $38M 231k 164.67
Nasdaq Omx (NDAQ) 0.5 $36M 471k 75.86
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $36M 345k 103.75
RBB Us Treas 3 Mnth (TBIL) 0.5 $35M 699k 50.01
Mondelez Intl Cl A (MDLZ) 0.5 $34M 502k 67.85
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $32M 1.5M 21.51
JPMorgan Chase & Co. (JPM) 0.4 $31M 126k 245.31
Steris Shs Usd (STE) 0.4 $31M 135k 226.67
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $31M 520k 58.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $31M 600k 50.83
Equinix (EQIX) 0.4 $30M 36k 815.76
Meta Platforms Cl A (META) 0.4 $29M 51k 576.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $29M 180k 160.54
Air Products & Chemicals (APD) 0.4 $28M 95k 294.92
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $28M 1.3M 21.72
Jack Henry & Associates (JKHY) 0.4 $28M 151k 182.62
Visa Com Cl A (V) 0.4 $27M 78k 350.52
Becton, Dickinson and (BDX) 0.4 $27M 119k 229.09
Global X Fds Global X Uranium (URA) 0.4 $27M 1.2M 22.92
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $27M 748k 35.64
International Business Machines (IBM) 0.4 $26M 103k 248.70
Ishares Tr Core S&p500 Etf (IVV) 0.4 $26M 46k 561.89
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $25M 101k 244.64
UnitedHealth (UNH) 0.3 $25M 47k 523.84
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $25M 323k 75.91
Oneok (OKE) 0.3 $24M 246k 99.23
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.3 $24M 337k 71.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $24M 51k 468.92
Global X Fds Defense Tech Etf (SHLD) 0.3 $24M 507k 46.55
Medtronic SHS (MDT) 0.3 $23M 255k 89.86
Alphabet Cap Stk Cl A (GOOGL) 0.3 $22M 143k 154.65
Pool Corporation (POOL) 0.3 $22M 69k 318.37
Nextera Energy (NEE) 0.3 $22M 308k 70.90
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $22M 263k 83.00
Chevron Corporation (CVX) 0.3 $22M 129k 167.34
First Tr Value Line Divid In SHS (FVD) 0.3 $21M 478k 44.59
Johnson & Johnson (JNJ) 0.3 $21M 124k 165.89
United Parcel Service CL B (UPS) 0.3 $20M 179k 110.00
Gilead Sciences (GILD) 0.3 $20M 175k 112.05
Alphabet Cap Stk Cl C (GOOG) 0.3 $19M 122k 156.30
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $19M 326k 58.54
Select Sector Spdr Tr Technology (XLK) 0.3 $19M 92k 206.48
Analog Devices (ADI) 0.3 $19M 94k 201.69
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $19M 673k 27.57
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $18M 256k 71.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $18M 246k 73.45
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $18M 80k 222.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $17M 62k 274.84
Hershey Company (HSY) 0.2 $17M 99k 171.08
Amgen (AMGN) 0.2 $17M 54k 311.61
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $17M 213k 78.40
Mid-America Apartment (MAA) 0.2 $16M 98k 167.60
Paychex (PAYX) 0.2 $16M 106k 154.29
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $16M 62k 258.62
Lowe's Companies (LOW) 0.2 $16M 67k 233.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $16M 29k 532.57
Pepsi (PEP) 0.2 $15M 103k 149.97
Principal Exchange Traded Spectrum Pfd (PREF) 0.2 $15M 788k 18.70
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $15M 607k 24.21
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $15M 99k 146.61
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $14M 659k 21.77
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $14M 592k 24.18
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $14M 583k 24.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $14M 119k 118.14
Southern Company (SO) 0.2 $14M 150k 91.95
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $14M 484k 28.33
salesforce (CRM) 0.2 $14M 51k 268.45
Chubb (CB) 0.2 $13M 44k 302.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $13M 72k 186.29
Oracle Corporation (ORCL) 0.2 $13M 94k 139.83
Realty Income (O) 0.2 $13M 227k 58.01
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $13M 74k 173.56
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $13M 197k 64.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $13M 475k 26.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $12M 49k 251.77
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $12M 369k 33.40
Eli Lilly & Co. (LLY) 0.2 $12M 15k 826.00
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $12M 241k 49.73
Linde SHS (LIN) 0.2 $12M 26k 466.00
First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $12M 170k 69.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $12M 342k 34.25
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $12M 463k 25.15
Kimberly-Clark Corporation (KMB) 0.2 $12M 81k 142.22
Lam Research Corp Com New (LRCX) 0.2 $11M 157k 72.70
Starbucks Corporation (SBUX) 0.2 $11M 115k 98.11
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $11M 123k 91.73
Caterpillar (CAT) 0.2 $11M 34k 329.88
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $11M 165k 65.76
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $11M 63k 173.23
General Dynamics Corporation (GD) 0.2 $11M 40k 272.63
Netflix (NFLX) 0.2 $11M 12k 934.64
Brown & Brown (BRO) 0.2 $11M 87k 124.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $11M 117k 91.03
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $11M 414k 25.26
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $10M 381k 27.30
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $10M 255k 40.77
Palantir Technologies Cl A (PLTR) 0.1 $10M 123k 84.40
TJX Companies (TJX) 0.1 $10M 84k 121.81
Vanguard Index Fds Small Cp Etf (VB) 0.1 $10M 46k 221.75
Kinder Morgan (KMI) 0.1 $10M 356k 28.53
Select Sector Spdr Tr Financial (XLF) 0.1 $10M 203k 49.81
Spdr Gold Tr Gold Shs (GLD) 0.1 $10M 35k 288.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $10M 222k 45.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $9.9M 355k 27.96
Cummins (CMI) 0.1 $9.7M 31k 313.44
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $9.6M 235k 41.01
Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $9.6M 310k 30.90
Progressive Corporation (PGR) 0.1 $9.4M 33k 283.04
Colgate-Palmolive Company (CL) 0.1 $9.4M 100k 93.70
Vanguard Index Fds Value Etf (VTV) 0.1 $9.4M 54k 172.74
W.R. Berkley Corporation (WRB) 0.1 $9.4M 132k 71.18
AFLAC Incorporated (AFL) 0.1 $9.2M 83k 111.19
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $9.2M 397k 23.13
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $9.1M 124k 73.61
Clorox Company (CLX) 0.1 $8.9M 61k 147.25
Tesla Motors (TSLA) 0.1 $8.7M 33k 259.16
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $8.6M 87k 98.92
Truist Financial Corp equities (TFC) 0.1 $8.6M 209k 41.15
Ecolab (ECL) 0.1 $8.6M 34k 253.52
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $8.6M 162k 53.00
Garmin SHS (GRMN) 0.1 $8.5M 39k 217.13
Main Street Capital Corporation (MAIN) 0.1 $8.4M 149k 56.56
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $8.4M 251k 33.50
Raytheon Technologies Corp (RTX) 0.1 $8.4M 63k 132.48
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $8.3M 199k 41.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $8.1M 16k 513.93
Allstate Corporation (ALL) 0.1 $7.9M 38k 207.07
Select Sector Spdr Tr Communication (XLC) 0.1 $7.9M 82k 96.46
Deere & Company (DE) 0.1 $7.8M 17k 469.51
Cisco Systems (CSCO) 0.1 $7.8M 127k 61.71
American Express Company (AXP) 0.1 $7.8M 29k 269.21
Masco Corporation (MAS) 0.1 $7.6M 110k 69.54
Servicenow (NOW) 0.1 $7.6M 9.5k 796.14
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $7.6M 74k 102.18
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $7.6M 73k 104.57
Palo Alto Networks (PANW) 0.1 $7.5M 44k 170.80
Philip Morris International (PM) 0.1 $7.5M 47k 158.74
Regions Financial Corporation (RF) 0.1 $7.4M 342k 21.73
Expeditors International of Washington (EXPD) 0.1 $7.4M 62k 120.25
CBOE Holdings (CBOE) 0.1 $7.3M 33k 226.29
ResMed (RMD) 0.1 $7.3M 32k 223.85
Northern Trust Corporation (NTRS) 0.1 $7.2M 73k 98.65
T. Rowe Price (TROW) 0.1 $7.2M 78k 91.87
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $7.2M 75k 95.30
New Jersey Resources Corporation (NJR) 0.1 $7.1M 145k 49.06
Nike CL B (NKE) 0.1 $7.1M 112k 63.48
Bristol Myers Squibb (BMY) 0.1 $7.1M 116k 61.03
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $7.1M 315k 22.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $7.1M 112k 63.00
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $7.0M 283k 24.86
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $7.0M 124k 56.47
D.R. Horton (DHI) 0.1 $6.9M 54k 127.13
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $6.7M 90k 74.88
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $6.7M 75k 89.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $6.6M 33k 197.46
Gra (GGG) 0.1 $6.5M 78k 83.51
Digital Realty Trust (DLR) 0.1 $6.5M 46k 143.29
Best Buy (BBY) 0.1 $6.5M 88k 73.61
Donaldson Company (DCI) 0.1 $6.3M 94k 67.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $6.3M 251k 25.04
Us Bancorp Del Com New (USB) 0.1 $6.3M 148k 42.22
Williams Companies (WMB) 0.1 $6.2M 103k 59.77
Packaging Corporation of America (PKG) 0.1 $6.2M 31k 198.02
Coca-Cola Company (KO) 0.1 $6.1M 85k 71.62
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $6.1M 46k 131.40
FedEx Corporation (FDX) 0.1 $6.0M 25k 243.78
Ss&c Technologies Holding (SSNC) 0.1 $6.0M 72k 83.53
Waste Management (WM) 0.1 $6.0M 26k 231.61
First Tr Exchange-traded Core Investment (FTCB) 0.1 $6.0M 286k 20.99
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $6.0M 118k 50.71
Cadence Design Systems (CDNS) 0.1 $6.0M 24k 254.33
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $6.0M 104k 57.14
Capital Group Core Balanced SHS (CGBL) 0.1 $5.8M 189k 30.98
Thermo Fisher Scientific (TMO) 0.1 $5.8M 12k 497.68
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $5.8M 58k 100.71
Comcast Corp Cl A (CMCSA) 0.1 $5.7M 156k 36.90
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $5.7M 100k 57.61
Honeywell International (HON) 0.1 $5.7M 27k 211.75
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO) 0.1 $5.7M 266k 21.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $5.6M 71k 78.85
AutoZone (AZO) 0.1 $5.6M 1.5k 3812.78
Duke Energy Corp Com New (DUK) 0.1 $5.6M 46k 121.96
Marsh & McLennan Companies (MMC) 0.1 $5.5M 23k 244.06
Ishares Tr Mbs Etf (MBB) 0.1 $5.4M 58k 93.78
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $5.4M 79k 68.36
A. O. Smith Corporation (AOS) 0.1 $5.4M 82k 65.36
Union Pacific Corporation (UNP) 0.1 $5.3M 23k 236.24
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $5.3M 180k 29.69
Toro Company (TTC) 0.1 $5.3M 73k 72.75
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $5.3M 111k 47.60
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $5.3M 75k 70.42
Select Sector Spdr Tr Energy (XLE) 0.1 $5.3M 56k 93.45
Nordson Corporation (NDSN) 0.1 $5.2M 26k 201.72
Interpublic Group of Companies (IPG) 0.1 $5.2M 192k 27.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $5.2M 27k 193.99
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $5.2M 51k 102.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $5.2M 36k 146.01
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $5.2M 86k 59.77
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $5.1M 44k 115.95
Select Sector Spdr Tr Indl (XLI) 0.1 $5.1M 39k 131.07
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $5.0M 65k 76.72
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $4.9M 45k 110.08
Dollar General (DG) 0.1 $4.9M 56k 87.93
Barings Partn Invs Sh Ben Int (MPV) 0.1 $4.9M 278k 17.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.8M 38k 128.96
Brown Forman Corp CL B (BF.B) 0.1 $4.8M 141k 33.94
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $4.8M 191k 24.99
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $4.7M 184k 25.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.7M 80k 59.40
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $4.7M 57k 82.20
Warner Music Group Corp Com Cl A (WMG) 0.1 $4.7M 150k 31.35
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $4.7M 174k 26.82
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $4.6M 184k 25.22
Sixth Street Specialty Lending (TSLX) 0.1 $4.6M 205k 22.38
Blackrock (BLK) 0.1 $4.5M 4.8k 947.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $4.5M 91k 49.62
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.1 $4.5M 59k 75.55
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $4.4M 90k 49.16
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $4.4M 100k 43.84
O'reilly Automotive (ORLY) 0.1 $4.3M 3.0k 1432.56
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $4.3M 118k 36.14
Ishares Tr Ibonds Dec 2033 (IBDY) 0.1 $4.3M 167k 25.56
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $4.3M 205k 20.75
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $4.2M 105k 39.69
Ge Aerospace Com New (GE) 0.1 $4.2M 21k 200.20
Eaton Corp SHS (ETN) 0.1 $4.1M 15k 271.84
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $4.1M 132k 30.73
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 0.1 $4.1M 157k 25.81
Astrazeneca Sponsored Adr (AZN) 0.1 $4.0M 55k 73.50
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $4.0M 40k 102.23
Adobe Systems Incorporated (ADBE) 0.1 $4.0M 11k 383.52
Ross Stores (ROST) 0.1 $4.0M 31k 127.79
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $4.0M 37k 108.98
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $4.0M 5.00 798441.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $4.0M 8.2k 486.26
Shopify Cl A (SHOP) 0.1 $4.0M 42k 95.47
Boeing Company (BA) 0.1 $3.9M 23k 170.55
Carrier Global Corporation (CARR) 0.1 $3.9M 62k 63.40
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $3.9M 104k 37.49
Emerson Electric (EMR) 0.1 $3.9M 35k 109.66
Bank of America Corporation (BAC) 0.1 $3.9M 92k 41.73
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $3.8M 101k 38.09
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $3.8M 194k 19.48
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $3.8M 69k 54.76
First Trust S&P REIT Index Fund (FRI) 0.1 $3.7M 135k 27.51
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $3.7M 72k 51.78
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $3.7M 44k 84.86
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.1 $3.7M 74k 50.14
Pfizer (PFE) 0.1 $3.7M 146k 25.34
Phillips 66 (PSX) 0.1 $3.6M 29k 123.48
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $3.6M 44k 81.67
Trane Technologies SHS (TT) 0.1 $3.6M 11k 336.92
Goldman Sachs (GS) 0.1 $3.6M 6.6k 546.29
First Tr Morningstar Divid L SHS (FDL) 0.0 $3.5M 82k 43.45
Cognizant Technology Solutio Cl A (CTSH) 0.0 $3.5M 46k 76.50
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.0 $3.5M 21k 170.11
Uber Technologies (UBER) 0.0 $3.5M 47k 72.91
Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $3.4M 197k 17.39
Fidelity National Financial Fnf Group Com (FNF) 0.0 $3.4M 53k 65.08
Manulife Finl Corp (MFC) 0.0 $3.4M 108k 31.15
Roku Com Cl A (ROKU) 0.0 $3.3M 47k 70.44
Ishares Tr National Mun Etf (MUB) 0.0 $3.3M 31k 105.44
Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $3.3M 41k 80.65
W.W. Grainger (GWW) 0.0 $3.3M 3.3k 987.97
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 0.0 $3.2M 151k 21.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $3.2M 19k 170.89
L3harris Technologies (LHX) 0.0 $3.2M 15k 209.35
First Tr Exchange-traded Growth Strength (FTGS) 0.0 $3.2M 108k 29.75
Lancaster Colony (MZTI) 0.0 $3.2M 18k 175.04
Public Storage (PSA) 0.0 $3.2M 11k 299.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $3.2M 40k 78.28
General Mills (GIS) 0.0 $3.1M 52k 59.79
Applied Materials (AMAT) 0.0 $3.1M 22k 145.13
Danaher Corporation (DHR) 0.0 $3.1M 15k 205.05
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $3.0M 30k 100.67
Vanguard Index Fds Growth Etf (VUG) 0.0 $3.0M 8.1k 370.85
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $3.0M 80k 37.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $3.0M 18k 166.01
United Rentals (URI) 0.0 $3.0M 4.8k 626.73
Morgan Stanley Com New (MS) 0.0 $3.0M 25k 116.67
Spotify Technology S A SHS (SPOT) 0.0 $2.9M 5.3k 552.80
Walt Disney Company (DIS) 0.0 $2.9M 30k 98.70
RBB Us Trsry 6 Mnth (XBIL) 0.0 $2.9M 58k 50.17
Capital Group New Geography SHS (CGNG) 0.0 $2.9M 116k 25.16
Ishares Tr Core Div Grwth (DGRO) 0.0 $2.9M 47k 61.78
Ishares Tr Core Msci Total (IXUS) 0.0 $2.9M 41k 69.81
Altria (MO) 0.0 $2.9M 48k 60.05
Prologis (PLD) 0.0 $2.8M 25k 111.79
Prudential Financial (PRU) 0.0 $2.8M 25k 111.69
First Tr Exchange Traded Consumr Discre (FXD) 0.0 $2.8M 48k 57.89
PNC Financial Services (PNC) 0.0 $2.8M 16k 175.95
First Tr Exchange-traded Intermediate Dur (FIIG) 0.0 $2.8M 133k 20.75
Columbia Etf Tr I International Eq (INEQ) 0.0 $2.7M 85k 32.41
Copart (CPRT) 0.0 $2.7M 48k 56.59
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.7M 20k 135.68
Intuitive Surgical Com New (ISRG) 0.0 $2.7M 5.4k 495.27
Wells Fargo & Company (WFC) 0.0 $2.7M 37k 71.80
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $2.7M 54k 48.76
First Tr Exchange-traded Limited Duration (FSIG) 0.0 $2.7M 140k 18.94
Enbridge (ENB) 0.0 $2.6M 58k 44.26
Caretrust Reit (CTRE) 0.0 $2.6M 90k 28.58
Chipotle Mexican Grill (CMG) 0.0 $2.6M 51k 50.21
3M Company (MMM) 0.0 $2.5M 17k 147.05
PIMCO Strategic Global Government Fund (RCS) 0.0 $2.5M 405k 6.25
Northrop Grumman Corporation (NOC) 0.0 $2.5M 4.9k 512.25
Parker-Hannifin Corporation (PH) 0.0 $2.5M 4.1k 608.33
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $2.5M 142k 17.59
Apollo Global Mgmt (APO) 0.0 $2.5M 18k 136.94
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $2.5M 36k 68.21
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $2.5M 120k 20.68
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.0 $2.5M 53k 47.10
AmerisourceBergen (COR) 0.0 $2.5M 8.9k 278.09
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $2.5M 22k 113.76
Monster Beverage Corp (MNST) 0.0 $2.4M 42k 58.52
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $2.4M 38k 64.08
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $2.4M 48k 51.18
Smucker J M Com New (SJM) 0.0 $2.4M 20k 118.41
Target Corporation (TGT) 0.0 $2.4M 23k 104.40
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.4M 12k 199.50
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $2.4M 51k 47.04
Invesco Actively Managed Exc High Yld Select (HIYS) 0.0 $2.4M 94k 25.17
Proshares Tr Ultrashort Qqq (QID) 0.0 $2.4M 62k 38.09
Fiserv (FI) 0.0 $2.3M 11k 220.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $2.3M 40k 58.35
Blackstone Group Inc Com Cl A (BX) 0.0 $2.3M 16k 139.81
Mp Materials Corp Com Cl A (MP) 0.0 $2.3M 94k 24.41
At&t (T) 0.0 $2.3M 80k 28.28
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.0 $2.3M 67k 33.69
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $2.3M 93k 24.34
Patrick Industries (PATK) 0.0 $2.3M 27k 84.56
Roblox Corp Cl A (RBLX) 0.0 $2.3M 39k 58.29
Robinhood Mkts Com Cl A (HOOD) 0.0 $2.2M 54k 41.62
Asml Holding N V N Y Registry Shs (ASML) 0.0 $2.2M 3.4k 662.97
Ryman Hospitality Pptys (RHP) 0.0 $2.2M 24k 91.44
CVS Caremark Corporation (CVS) 0.0 $2.2M 33k 67.76
Electronic Arts (EA) 0.0 $2.2M 15k 144.52
American Tower Reit (AMT) 0.0 $2.2M 10k 217.61
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.0 $2.2M 47k 46.12
First Tr Exchange Traded S Network Stream (BNGE) 0.0 $2.2M 74k 29.28
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $2.2M 21k 104.62
Harbor Etf Trust Long Term Grower (WINN) 0.0 $2.1M 86k 24.50
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $2.1M 36k 58.25
Tempus Ai Cl A (TEM) 0.0 $2.1M 43k 48.24
Valero Energy Corporation (VLO) 0.0 $2.1M 16k 132.07
ConocoPhillips (COP) 0.0 $2.1M 20k 105.05
Ishares Tr U.s. Tech Etf (IYW) 0.0 $2.1M 15k 140.44
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $2.0M 18k 113.13
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $2.0M 39k 52.37
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.0 $2.0M 40k 51.09
Arch Cap Group Ord (ACGL) 0.0 $2.0M 21k 96.18
Inter Parfums (IPAR) 0.0 $2.0M 18k 113.90
Discover Financial Services 0.0 $2.0M 12k 170.70
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.0 $2.0M 110k 18.06
Paypal Holdings (PYPL) 0.0 $2.0M 31k 65.25
Totalenergies Se Sponsored Ads (TTE) 0.0 $2.0M 31k 64.69
Diageo Spon Adr New (DEO) 0.0 $2.0M 19k 104.80
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.0 $2.0M 57k 34.61
Ionq Inc Pipe (IONQ) 0.0 $2.0M 90k 22.07
First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.0 $2.0M 49k 40.67
Sap Se Spon Adr (SAP) 0.0 $2.0M 7.3k 268.44
Xylem (XYL) 0.0 $2.0M 16k 119.46
CRH Ord (CRH) 0.0 $2.0M 22k 87.97
Diamondback Energy (FANG) 0.0 $1.9M 12k 159.88
First Tr Exchange-traded Energy Inm Partn (EIPX) 0.0 $1.9M 74k 26.05
Corning Incorporated (GLW) 0.0 $1.9M 42k 45.79
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.0 $1.9M 76k 25.06
Omni (OMC) 0.0 $1.9M 23k 82.91
Markel Corporation (MKL) 0.0 $1.9M 1.0k 1869.61
Capital Southwest Corporation (CSWC) 0.0 $1.9M 85k 22.32
CoStar (CSGP) 0.0 $1.9M 24k 79.23
Moody's Corporation (MCO) 0.0 $1.9M 4.0k 468.88
Coinbase Global Com Cl A (COIN) 0.0 $1.9M 11k 172.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.9M 29k 63.53
Sempra Energy (SRE) 0.0 $1.8M 26k 71.37
Capital Group Global Equity SHS (CGGE) 0.0 $1.8M 71k 25.86
Arista Networks Com Shs (ANET) 0.0 $1.8M 24k 77.48
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $1.8M 9.0k 202.13
Dole Ord Shs (DOLE) 0.0 $1.8M 126k 14.45
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.0 $1.8M 109k 16.68
Vulcan Materials Company (VMC) 0.0 $1.8M 7.8k 233.30
Lululemon Athletica (LULU) 0.0 $1.8M 6.4k 283.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $1.8M 11k 161.27
HEICO Corporation (HEI) 0.0 $1.8M 6.8k 267.26
Novo-nordisk A S Adr (NVO) 0.0 $1.8M 26k 69.44
Aptiv Com Shs (APTV) 0.0 $1.8M 30k 59.50
Welltower Inc Com reit (WELL) 0.0 $1.7M 11k 153.24
Crispr Therapeutics Namen Akt (CRSP) 0.0 $1.7M 51k 34.03
The Trade Desk Com Cl A (TTD) 0.0 $1.7M 32k 54.72
Domino's Pizza (DPZ) 0.0 $1.7M 3.7k 459.45
Aercap Holdings Nv SHS (AER) 0.0 $1.7M 17k 102.17
Ishares Ethereum Tr SHS (ETHA) 0.0 $1.7M 123k 13.82
Travelers Companies (TRV) 0.0 $1.7M 6.4k 264.47
Entergy Corporation (ETR) 0.0 $1.7M 20k 85.49
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $1.7M 8.8k 188.18
MetLife (MET) 0.0 $1.7M 21k 80.32
Capital One Financial (COF) 0.0 $1.6M 9.2k 179.32
CSX Corporation (CSX) 0.0 $1.6M 56k 29.43
McKesson Corporation (MCK) 0.0 $1.6M 2.4k 672.96
PPG Industries (PPG) 0.0 $1.6M 15k 109.35
Iron Mountain (IRM) 0.0 $1.6M 19k 86.04
First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.0 $1.6M 32k 50.44
MercadoLibre (MELI) 0.0 $1.6M 833.00 1952.04
Dynatrace Com New (DT) 0.0 $1.6M 35k 47.15
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $1.6M 31k 52.52
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $1.6M 61k 26.28
Lincoln National Corporation (LNC) 0.0 $1.6M 45k 35.91
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $1.6M 39k 41.04
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $1.6M 19k 85.98
American Electric Power Company (AEP) 0.0 $1.6M 15k 109.28
One Gas (OGS) 0.0 $1.6M 21k 75.59
Boston Scientific Corporation (BSX) 0.0 $1.6M 16k 101.03
Dow (DOW) 0.0 $1.6M 46k 34.92
Freeport-mcmoran CL B (FCX) 0.0 $1.6M 42k 37.86
IDEXX Laboratories (IDXX) 0.0 $1.6M 3.8k 419.95
Builders FirstSource (BLDR) 0.0 $1.6M 13k 124.94
First Tr Nas100 Eq Weighted SHS (QQEW) 0.0 $1.6M 13k 120.94
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $1.6M 18k 88.00
Starwood Property Trust (STWD) 0.0 $1.6M 79k 19.77
Ishares Tr Eafe Value Etf (EFV) 0.0 $1.6M 26k 58.94
Ciena Corp Com New (CIEN) 0.0 $1.5M 25k 60.43
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $1.5M 19k 79.86
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $1.5M 31k 48.67
Unilever Spon Adr New (UL) 0.0 $1.5M 25k 59.55
Ingredion Incorporated (INGR) 0.0 $1.5M 11k 135.21
Ishares Tr Select Divid Etf (DVY) 0.0 $1.5M 11k 134.30
Veeva Sys Cl A Com (VEEV) 0.0 $1.5M 6.4k 231.63
Ford Motor Company (F) 0.0 $1.5M 147k 10.03
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $1.5M 29k 50.63
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $1.5M 18k 82.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $1.5M 17k 87.17
Rb Global (RBA) 0.0 $1.5M 15k 100.30
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $1.5M 60k 24.48
Davis Fundamental Etf Tr Select Wrld Wi (DWLD) 0.0 $1.5M 39k 37.69
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.5M 4.1k 352.58
Norfolk Southern (NSC) 0.0 $1.4M 6.1k 236.94
Franklin Resources (BEN) 0.0 $1.4M 75k 19.25
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.0 $1.4M 21k 68.80
Keysight Technologies (KEYS) 0.0 $1.4M 9.5k 149.77
National Grid Sponsored Adr Ne (NGG) 0.0 $1.4M 21k 65.61
AvalonBay Communities (AVB) 0.0 $1.4M 6.4k 214.64
Axon Enterprise (AXON) 0.0 $1.4M 2.6k 525.95
Synchrony Financial (SYF) 0.0 $1.4M 26k 52.94
Deckers Outdoor Corporation (DECK) 0.0 $1.4M 12k 111.81
Pacer Fds Tr Globl Cash Etf (GCOW) 0.0 $1.4M 37k 36.98
Tyler Technologies (TYL) 0.0 $1.3M 2.3k 581.39
Ishares Tr Core Msci Intl (IDEV) 0.0 $1.3M 19k 68.89
Xcel Energy (XEL) 0.0 $1.3M 19k 70.79
Cohen & Steers infrastucture Fund (UTF) 0.0 $1.3M 51k 25.55
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.0 $1.3M 32k 40.83
Tc Energy Corp (TRP) 0.0 $1.3M 28k 47.22
Church & Dwight (CHD) 0.0 $1.3M 12k 110.19
First Tr Exchange-traded Indxx Aerospace (MISL) 0.0 $1.3M 43k 30.28
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) 0.0 $1.3M 32k 40.19
Rollins (ROL) 0.0 $1.3M 24k 54.04
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $1.3M 10k 125.97
Intercontinental Exchange (ICE) 0.0 $1.3M 7.4k 172.51
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.3M 4.2k 306.74
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $1.3M 20k 63.54
Ishares Tr Us Aer Def Etf (ITA) 0.0 $1.3M 8.2k 153.10
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $1.2M 49k 25.56
Regeneron Pharmaceuticals (REGN) 0.0 $1.2M 2.0k 634.22
Marriott Intl Cl A (MAR) 0.0 $1.2M 5.2k 239.20
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $1.2M 30k 41.85
TransDigm Group Incorporated (TDG) 0.0 $1.2M 889.00 1383.29
Casella Waste Sys Cl A (CWST) 0.0 $1.2M 11k 111.51
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $1.2M 24k 51.94
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.0 $1.2M 53k 22.86
Paycom Software (PAYC) 0.0 $1.2M 5.5k 218.85
Emcor (EME) 0.0 $1.2M 3.2k 369.63
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.0 $1.2M 41k 28.92
Ishares Core Msci Emkt (IEMG) 0.0 $1.2M 22k 53.97
Genuine Parts Company (GPC) 0.0 $1.2M 10k 119.15
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.2M 4.4k 270.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 3.3k 361.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.2M 14k 85.07
Waste Connections (WCN) 0.0 $1.2M 6.0k 194.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.2M 14k 82.73
LKQ Corporation (LKQ) 0.0 $1.2M 27k 42.55
First Tr Exchange Traded Nasdaq Bk Etf (FTXO) 0.0 $1.1M 37k 30.40
Ishares Tr Core 60/40 Balan (AOR) 0.0 $1.1M 20k 57.57
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.0 $1.1M 21k 54.82
Quest Diagnostics Incorporated (DGX) 0.0 $1.1M 6.6k 169.22
T Rowe Price Etf Small Mid Cap (TMSL) 0.0 $1.1M 36k 30.48
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $1.1M 15k 73.79
Franklin Templeton Etf Tr Ftse China (FLCH) 0.0 $1.1M 52k 21.36
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.0 $1.1M 41k 26.63
Nfj Dividend Interest (NFJ) 0.0 $1.1M 91k 12.13
Generac Holdings (GNRC) 0.0 $1.1M 8.7k 126.65
Sanofi Sponsored Adr (SNY) 0.0 $1.1M 20k 55.46
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $1.1M 44k 25.28
Unified Ser Tr Ballast Smlmd Cp (MGMT) 0.0 $1.1M 28k 38.60
Ishares Gold Tr Ishares New (IAU) 0.0 $1.1M 18k 58.96
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) 0.0 $1.1M 30k 36.22
Cyberark Software SHS (CYBR) 0.0 $1.1M 3.2k 338.00
Crown Castle Intl (CCI) 0.0 $1.1M 10k 104.46
Clean Harbors (CLH) 0.0 $1.1M 5.4k 197.10
Teradyne (TER) 0.0 $1.1M 13k 82.60
T Rowe Price Etf Us Equity Resear (TSPA) 0.0 $1.1M 30k 35.16
Wells Fargo Adv Multi-Sector Inco Fund (ERC) 0.0 $1.1M 116k 9.22
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $1.1M 107k 9.98
Abrdn Asia Pacific Income Fu Com New (FAX) 0.0 $1.1M 68k 15.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $1.1M 2.5k 419.90
Pimco High Income Com Shs (PHK) 0.0 $1.1M 217k 4.89
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.1M 11k 93.67
Royce Value Trust (RVT) 0.0 $1.0M 74k 14.24
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $1.0M 7.8k 132.26
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $1.0M 48k 21.47
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $1.0M 21k 50.12
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.0 $1.0M 19k 54.86
Constellation Energy (CEG) 0.0 $1.0M 5.1k 201.67
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $1.0M 10k 99.98
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $1.0M 19k 54.41
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.0 $1.0M 11k 90.09
Lazard Global Total Return & Income Fund (LGI) 0.0 $1.0M 66k 15.41
Eaton Vance Tax-Advantaged Global Divide (ETO) 0.0 $1.0M 41k 24.57
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $1.0M 10k 100.00
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.0 $1.0M 33k 30.79
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $1.0M 20k 50.00
Eversource Energy (ES) 0.0 $1.0M 16k 62.11
Ishares Msci Bic Etf (BKF) 0.0 $1.0M 25k 40.02
CMS Energy Corporation (CMS) 0.0 $996k 13k 75.11
Agilent Technologies Inc C ommon (A) 0.0 $995k 8.5k 116.98
Roper Industries (ROP) 0.0 $990k 1.7k 589.58
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.0 $982k 41k 23.89
Pinnacle Financial Partners (PNFP) 0.0 $977k 9.2k 106.04
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.0 $976k 28k 34.30
NVR (NVR) 0.0 $971k 134.00 7244.39
Delta Air Lines Inc Del Com New (DAL) 0.0 $965k 22k 43.60
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $963k 17k 57.30
Fluor Corporation (FLR) 0.0 $962k 27k 35.82
Huntington Bancshares Incorporated (HBAN) 0.0 $958k 64k 15.01
Te Connectivity Ord Shs (TEL) 0.0 $958k 6.8k 141.32
Natera (NTRA) 0.0 $951k 6.7k 141.41
Ingersoll Rand (IR) 0.0 $951k 12k 80.03
First Tr Exchange Traded Nasdaq Transn (FTXR) 0.0 $946k 32k 29.69
AES Corporation (AES) 0.0 $941k 76k 12.42
Kla Corp Com New (KLAC) 0.0 $936k 1.4k 680.03
J P Morgan Exchange Traded F Divid Leaders Et (JDIV) 0.0 $936k 20k 47.27
Applovin Corp Com Cl A (APP) 0.0 $922k 3.5k 264.97
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $922k 16k 56.85
Lockheed Martin Corporation Call Option (LMT) 0.0 $921k 42k 22.20
Kenvue (KVUE) 0.0 $915k 38k 23.98
Dex (DXCM) 0.0 $915k 13k 68.29
Cornerstone Strategic Value (CLM) 0.0 $911k 123k 7.43
FactSet Research Systems (FDS) 0.0 $909k 2.0k 454.72
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $905k 15k 59.68
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $904k 171k 5.29
Pinterest Cl A (PINS) 0.0 $903k 29k 31.00
Tempur-Pedic International (SGI) 0.0 $902k 15k 59.88
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.0 $898k 28k 31.97
Ishares Msci Emrg Chn (EMXC) 0.0 $894k 16k 55.09
Strategic Education (STRA) 0.0 $893k 11k 83.96
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $890k 24k 37.73
Kirby Corporation (KEX) 0.0 $886k 8.8k 101.00
Bank of New York Mellon Corporation (BK) 0.0 $886k 11k 83.89
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $877k 25k 35.80
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $875k 22k 40.19
Graphic Packaging Holding Company (GPK) 0.0 $864k 33k 25.96
Fair Isaac Corporation (FICO) 0.0 $863k 468.00 1844.15
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.0 $863k 27k 32.59
Monolithic Power Systems (MPWR) 0.0 $863k 1.5k 580.15
Constellation Brands Cl A (STZ) 0.0 $857k 4.7k 183.59
Ishares Tr Expanded Tech (IGV) 0.0 $849k 9.5k 88.99
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.0 $849k 23k 37.01
Citigroup Com New (C) 0.0 $848k 12k 71.03
Trimble Navigation (TRMB) 0.0 $848k 13k 65.65
Twist Bioscience Corp (TWST) 0.0 $847k 22k 39.26
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $846k 22k 39.37
Block Cl A (XYZ) 0.0 $846k 16k 54.33
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $845k 17k 50.42
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $843k 21k 40.76
Draftkings Com Cl A (DKNG) 0.0 $841k 25k 33.20
Airbnb Com Cl A (ABNB) 0.0 $836k 7.0k 119.46
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $833k 33k 25.52
Ge Vernova (GEV) 0.0 $832k 2.7k 305.28
Royal Caribbean Cruises (RCL) 0.0 $829k 4.0k 205.55
M&T Bank Corporation (MTB) 0.0 $827k 4.6k 178.77
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $826k 33k 25.29
Southwest Airlines (LUV) 0.0 $824k 25k 33.58
Rockwell Automation (ROK) 0.0 $819k 3.2k 258.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $816k 8.8k 92.83
Devon Energy Corporation (DVN) 0.0 $814k 22k 37.40
Haleon Spon Ads (HLN) 0.0 $810k 79k 10.29
Barings Corporate Investors (MCI) 0.0 $808k 35k 23.44
Thomson Reuters Corp. (TRI) 0.0 $807k 4.7k 172.56
Yum! Brands (YUM) 0.0 $807k 5.1k 157.36
Vanguard World Inf Tech Etf (VGT) 0.0 $807k 1.5k 542.39
Spdr Ser Tr Aerospace Def (XAR) 0.0 $806k 5.0k 160.70
Shell Spon Ads (SHEL) 0.0 $805k 11k 73.28
Bill Com Holdings Ord (BILL) 0.0 $799k 17k 45.89
Ishares Tr Broad Usd High (USHY) 0.0 $798k 22k 36.81
Datadog Cl A Com (DDOG) 0.0 $798k 8.0k 99.21
Portland Gen Elec Com New (POR) 0.0 $795k 18k 44.60
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $794k 11k 70.40
Pagerduty (PD) 0.0 $791k 43k 18.27
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $788k 21k 38.08
Kkr & Co (KKR) 0.0 $788k 6.8k 115.63
Schlumberger Com Stk (SLB) 0.0 $787k 19k 41.80
Avista Corporation (AVA) 0.0 $778k 19k 41.87
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.0 $776k 30k 26.01
Kraft Heinz (KHC) 0.0 $774k 25k 30.43
Ishares Tr Core Total Usd (IUSB) 0.0 $773k 17k 46.08
Quanta Services (PWR) 0.0 $773k 3.0k 254.18
Unum (UNM) 0.0 $772k 9.5k 81.46
Curtiss-Wright (CW) 0.0 $771k 2.4k 317.27
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $769k 7.4k 103.60
Veracyte (VCYT) 0.0 $766k 26k 29.65
Ameriprise Financial (AMP) 0.0 $766k 1.6k 486.97
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.0 $761k 14k 55.98
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.0 $760k 410.00 1854.11
Keurig Dr Pepper (KDP) 0.0 $760k 22k 34.22
John Bean Technologies Corporation (JBTM) 0.0 $755k 6.2k 122.20
Live Nation Entertainment (LYV) 0.0 $754k 5.8k 130.58
Liberty Energy Com Cl A (LBRT) 0.0 $751k 48k 15.83
Ishares Tr Core Msci Eafe (IEFA) 0.0 $751k 9.9k 75.66
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $748k 12k 60.19
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.0 $741k 19k 38.19
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $739k 20k 37.78
Anthem (ELV) 0.0 $739k 1.7k 435.45
Crane Holdings (CXT) 0.0 $730k 14k 51.40
Carlyle Group (CG) 0.0 $728k 17k 43.59
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $726k 33k 21.86
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $723k 5.5k 132.24
Life Time Group Holdings Common Stock (LTH) 0.0 $722k 24k 30.20
Darden Restaurants (DRI) 0.0 $722k 3.5k 207.93
Etfis Ser Tr I Virtus Reaves Ut (UTES) 0.0 $717k 11k 64.60
Marathon Petroleum Corp (MPC) 0.0 $717k 4.9k 145.72
Microchip Technology (MCHP) 0.0 $711k 15k 48.41
Gitlab Class A Com (GTLB) 0.0 $710k 15k 47.00
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $708k 10k 70.21
Fidelity National Information Services (FIS) 0.0 $707k 9.5k 74.68
Extra Space Storage (EXR) 0.0 $707k 4.8k 148.55
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $700k 8.2k 84.95
First Tr Exchange Traded Energy Alphadx (FXN) 0.0 $699k 42k 16.52
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $699k 16k 44.13
Autodesk (ADSK) 0.0 $696k 2.7k 261.80
First Tr Exchange-traded A Sml Cap Val Alph (FYT) 0.0 $695k 14k 49.73
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.0 $688k 27k 25.08
Archer Aviation Com Cl A (ACHR) 0.0 $687k 97k 7.11
Peak (DOC) 0.0 $684k 34k 20.22
Mfs Active Exchange Traded F Internatinl Etf (MFSI) 0.0 $680k 26k 25.72
SYSCO Corporation (SYY) 0.0 $679k 9.1k 75.04
Transunion (TRU) 0.0 $676k 8.1k 82.99
Etf Ser Solutions Clearshs Ultra (OPER) 0.0 $675k 6.7k 100.21
10x Genomics Cl A Com (TXG) 0.0 $674k 77k 8.73
Jackson Financial Com Cl A (JXN) 0.0 $669k 8.0k 83.78
Berry Plastics (BERY) 0.0 $668k 9.6k 69.81
Bank Of Montreal Cadcom (BMO) 0.0 $668k 7.0k 95.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $667k 25k 26.58
West Pharmaceutical Services (WST) 0.0 $666k 3.0k 224.02
Tidal Etf Tr Gotham 1000 Valu (GVLU) 0.0 $661k 29k 23.06
Kroger (KR) 0.0 $659k 9.7k 67.69
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $658k 6.7k 97.82
Simon Property (SPG) 0.0 $655k 3.9k 166.08
Okta Cl A (OKTA) 0.0 $654k 6.2k 105.21
Kellogg Company (K) 0.0 $654k 7.9k 82.49
Texas Roadhouse (TXRH) 0.0 $651k 3.9k 166.60
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $646k 7.1k 90.67
British Amern Tob Sponsored Adr (BTI) 0.0 $641k 16k 41.37
Trex Company (TREX) 0.0 $641k 11k 58.10
Cigna Corp (CI) 0.0 $633k 1.9k 329.08
UFP Technologies (UFPT) 0.0 $632k 3.1k 201.71
PPL Corporation (PPL) 0.0 $631k 18k 36.11
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.0 $629k 6.6k 96.04
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $629k 13k 49.85
Merit Medical Systems (MMSI) 0.0 $626k 5.9k 105.71
Vital Farms (VITL) 0.0 $620k 20k 30.47
Natuzzi S P A Spon Ads (NTZ) 0.0 $617k 140k 4.42
Southern Copper Corporation (SCCO) 0.0 $607k 6.5k 93.46
Vanguard World Health Car Etf (VHT) 0.0 $607k 2.3k 264.75
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $604k 8.1k 74.72
Take-Two Interactive Software (TTWO) 0.0 $604k 2.9k 207.25
Morningstar (MORN) 0.0 $602k 2.0k 299.87
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $601k 12k 48.82
F5 Networks (FFIV) 0.0 $591k 2.2k 266.27
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $587k 9.4k 62.75
RPM International (RPM) 0.0 $585k 5.1k 115.68
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $584k 9.8k 59.51
BP Sponsored Adr (BP) 0.0 $580k 17k 33.79
Cardinal Health (CAH) 0.0 $578k 4.2k 137.95
Ing Groep Sponsored Adr (ING) 0.0 $574k 29k 19.59
Mongodb Cl A (MDB) 0.0 $573k 3.3k 175.40
Hilton Worldwide Holdings (HLT) 0.0 $573k 2.5k 227.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $569k 9.2k 62.10
Dominion Resources (D) 0.0 $569k 10k 56.07
First Tr Exchange Traded S&p Intl Divid (FID) 0.0 $568k 33k 17.25
Yeti Hldgs (YETI) 0.0 $568k 17k 33.10
Vertiv Holdings Com Cl A (VRT) 0.0 $562k 7.8k 72.41
OSI Systems (OSIS) 0.0 $560k 2.9k 194.34
Vistra Energy (VST) 0.0 $558k 4.7k 117.44
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $554k 4.8k 116.57
Installed Bldg Prods (IBP) 0.0 $551k 3.2k 171.46
Booking Holdings (BKNG) 0.0 $548k 119.00 4606.91
Molson Coors Beverage CL B (TAP) 0.0 $546k 9.0k 60.87
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $542k 5.6k 96.90
Nrg Energy Com New (NRG) 0.0 $542k 5.7k 95.46
Kinsale Cap Group (KNSL) 0.0 $541k 1.1k 486.74
Cullen/Frost Bankers (CFR) 0.0 $539k 4.3k 125.27
Newmont Mining Corporation (NEM) 0.0 $535k 11k 48.28
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $535k 38k 14.16
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $535k 396.00 1350.15
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.0 $534k 9.3k 57.41
Ares Capital Corporation (ARCC) 0.0 $532k 24k 22.16
Vail Resorts (MTN) 0.0 $527k 3.3k 160.02
Colfax Corp (ENOV) 0.0 $524k 14k 38.21
Evergy (EVRG) 0.0 $522k 7.6k 68.95
Abrdn Healthcare Opportuniti SHS (THQ) 0.0 $521k 25k 20.64
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $519k 6.2k 83.29
Beam Therapeutics (BEAM) 0.0 $514k 26k 19.53
Synopsys (SNPS) 0.0 $513k 1.2k 428.85
Agnico (AEM) 0.0 $513k 4.7k 108.41
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.0 $510k 11k 45.54
Acuity Brands (AYI) 0.0 $510k 1.9k 263.35
Viatris (VTRS) 0.0 $507k 58k 8.71
Powell Industries (POWL) 0.0 $505k 3.0k 170.33
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $505k 4.5k 111.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $503k 2.6k 193.02
Charles Schwab Corporation (SCHW) 0.0 $503k 6.4k 78.28
Teledyne Technologies Incorporated (TDY) 0.0 $500k 1.0k 497.70
Ishares Tr Ibonds Dec 2033 (IBTO) 0.0 $500k 21k 24.40
Ishares Tr Us Trsprtion (IYT) 0.0 $500k 7.8k 64.03
Ishares Tr Ibonds Dec 2031 (IBTL) 0.0 $498k 25k 20.33
NetApp (NTAP) 0.0 $496k 5.7k 87.85
Verisk Analytics (VRSK) 0.0 $496k 1.7k 298.33
Sony Group Corp Sponsored Adr (SONY) 0.0 $495k 20k 25.39
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $495k 20k 24.95
Reinsurance Grp Of America I Com New (RGA) 0.0 $493k 2.5k 196.95
Zscaler Incorporated (ZS) 0.0 $491k 2.5k 198.42
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $491k 22k 22.42
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $487k 21k 23.37
Illumina (ILMN) 0.0 $486k 6.1k 79.32
Fortune Brands (FBIN) 0.0 $486k 8.0k 60.88
Angel Oak Funds Trust Mortgage Backed (MBS) 0.0 $485k 56k 8.68
Intel Corporation (INTC) 0.0 $481k 21k 22.71
Encompass Health Corp (EHC) 0.0 $481k 4.7k 101.28
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $481k 2.9k 165.59
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $480k 15k 31.69
Blue Owl Capital Com Cl A (OWL) 0.0 $478k 24k 20.04
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $477k 7.0k 67.89
Gates Indl Corp Ord Shs (GTES) 0.0 $475k 26k 18.41
Elastic N V Ord Shs (ESTC) 0.0 $474k 5.3k 89.10
Commerce Bancshares (CBSH) 0.0 $471k 7.6k 62.23
Natwest Group Spons Adr (NWG) 0.0 $470k 39k 11.92
Akamai Technologies (AKAM) 0.0 $469k 5.8k 80.50
Micron Technology (MU) 0.0 $468k 5.4k 86.89
Martin Marietta Materials (MLM) 0.0 $468k 979.00 478.12
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $465k 19k 24.20
Dick's Sporting Goods (DKS) 0.0 $465k 2.3k 201.56
Grand Canyon Education (LOPE) 0.0 $464k 2.7k 173.02
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $464k 41k 11.20
Alexandria Real Estate Equities (ARE) 0.0 $464k 5.0k 92.49
Vipshop Hldgs Sponsored Ads A (VIPS) 0.0 $462k 30k 15.68
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $461k 5.7k 80.71
Baker Hughes Company Cl A (BKR) 0.0 $460k 11k 43.95
Novartis Sponsored Adr (NVS) 0.0 $456k 4.1k 111.48
Zurn Water Solutions Corp Zws (ZWS) 0.0 $456k 14k 32.98
Standex Int'l (SXI) 0.0 $456k 2.8k 161.39
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $453k 33k 13.63
Ansys (ANSS) 0.0 $453k 1.4k 316.56
Willis Towers Watson SHS (WTW) 0.0 $451k 1.3k 337.95
Archrock (AROC) 0.0 $451k 17k 26.24
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $450k 7.7k 58.06
Piper Jaffray Companies (PIPR) 0.0 $447k 1.8k 247.66
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.0 $444k 12k 35.82
Vanguard Index Fds Large Cap Etf (VV) 0.0 $443k 1.7k 257.13
Intellia Therapeutics (NTLA) 0.0 $440k 62k 7.11
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.0 $440k 19k 23.61
Edwards Lifesciences (EW) 0.0 $437k 6.0k 72.48
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.0 $436k 14k 30.74
American Healthcare Reit Com Shs (AHR) 0.0 $435k 14k 30.30
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $433k 4.1k 105.62
U.S. Physical Therapy (USPH) 0.0 $431k 6.0k 72.36
Boston Properties (BXP) 0.0 $431k 6.4k 67.37
Hilltop Holdings (HTH) 0.0 $423k 14k 30.45
Group 1 Automotive (GPI) 0.0 $423k 1.1k 381.95
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.0 $422k 9.9k 42.47
Fidelity Covington Trust Fidelity Fund Lr (FFLG) 0.0 $420k 19k 22.14
Independence Realty Trust In (IRT) 0.0 $419k 20k 21.23
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $418k 8.2k 50.85
Appian Corp Cl A (APPN) 0.0 $418k 15k 28.81
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $416k 4.9k 84.51
Comfort Systems USA (FIX) 0.0 $413k 1.3k 322.32
Fabrinet SHS (FN) 0.0 $413k 2.1k 197.51
Edison International (EIX) 0.0 $412k 7.0k 58.93
Ishares Tr Msci Eafe Etf (EFA) 0.0 $411k 5.0k 81.73
Greif Cl A (GEF) 0.0 $410k 7.5k 54.99
Key (KEY) 0.0 $407k 25k 15.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $406k 5.1k 78.90
Tidal Tr Ii Hilton Small-mid (SMCO) 0.0 $406k 17k 23.57
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $405k 35k 11.52
Citizens Financial (CFG) 0.0 $404k 9.9k 40.98
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $403k 11k 38.41
Hubbell (HUBB) 0.0 $402k 1.2k 330.97
Vontier Corporation (VNT) 0.0 $400k 12k 32.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $400k 17k 23.43
Williams-Sonoma (WSM) 0.0 $399k 2.5k 158.13
American Centy Etf Tr Multisector (MUSI) 0.0 $399k 9.1k 43.74
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.0 $398k 7.7k 52.00
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $396k 5.9k 66.64
EQT Corporation (EQT) 0.0 $396k 7.4k 53.43
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.0 $396k 9.9k 39.93
Century Communities (CCS) 0.0 $394k 5.9k 67.10
Euronet Worldwide (EEFT) 0.0 $392k 3.7k 106.85
Old Dominion Freight Line (ODFL) 0.0 $392k 2.4k 165.45
Cme (CME) 0.0 $391k 1.5k 265.29
ConAgra Foods (CAG) 0.0 $390k 15k 26.67
Vici Pptys (VICI) 0.0 $390k 12k 32.62
Canadian Natl Ry (CNI) 0.0 $389k 4.0k 97.48
Globant S A (GLOB) 0.0 $387k 3.3k 117.72
Sterling Construction Company (STRL) 0.0 $387k 3.4k 113.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $385k 4.2k 90.55
Northeast Cmnty Bancorp (NECB) 0.0 $384k 16k 23.44
Fifth Third Ban (FITB) 0.0 $382k 9.7k 39.21
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $381k 8.3k 46.03
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.0 $379k 11k 36.11
Noble Corp Ord Shs A (NE) 0.0 $378k 16k 23.70
Vanguard World Financials Etf (VFH) 0.0 $377k 3.2k 119.47
Golub Capital BDC (GBDC) 0.0 $376k 25k 15.14
Pentair SHS (PNR) 0.0 $376k 4.3k 87.48
Principal Financial (PFG) 0.0 $376k 4.5k 84.38
WisdomTree Investments (WT) 0.0 $375k 42k 8.92
DTE Energy Company (DTE) 0.0 $373k 2.7k 138.30
Guidewire Software (GWRE) 0.0 $373k 2.0k 187.36
Us Foods Hldg Corp call (USFD) 0.0 $371k 5.7k 65.46
Canadian Natural Resources (CNQ) 0.0 $371k 12k 30.80
Chord Energy Corporation Com New (CHRD) 0.0 $369k 3.3k 112.87
Medpace Hldgs (MEDP) 0.0 $366k 1.2k 304.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $364k 682.00 533.48
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $363k 14k 26.89
Relx Sponsored Adr (RELX) 0.0 $361k 7.2k 50.41
Cheniere Energy Com New (LNG) 0.0 $361k 1.6k 231.43
Mueller Wtr Prods Com Ser A (MWA) 0.0 $360k 14k 25.42
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $359k 5.0k 71.44
AeroVironment (AVAV) 0.0 $357k 3.0k 119.19
Deutsche Bank A G Namen Akt (DB) 0.0 $356k 15k 23.83
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.0 $354k 5.7k 61.86
Workday Cl A (WDAY) 0.0 $353k 1.5k 233.53
Eaton Vance Floating-Rate Income Trust (EFT) 0.0 $352k 28k 12.55
Bank Ozk (OZK) 0.0 $347k 8.0k 43.45
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $347k 15k 23.75
Franklin Templeton Etf Tr Franklin India (FLIN) 0.0 $346k 9.4k 36.84
Ishares U S Etf Tr Short Maturity M (MEAR) 0.0 $341k 6.8k 50.24
Valvoline Inc Common (VVV) 0.0 $341k 9.8k 34.81
SPS Commerce (SPSC) 0.0 $340k 2.6k 132.73
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.0 $338k 17k 19.97
Capital Group Conservative E SHS (CGCV) 0.0 $333k 12k 27.11
Banco Bbva Argentina S A Sponsored Ads (BBAR) 0.0 $331k 18k 18.12
Spdr Ser Tr S&p Semicndctr (XSD) 0.0 $330k 1.6k 200.78
Medifast (MED) 0.0 $329k 24k 13.48
HSBC HLDGS Spon Adr New (HSBC) 0.0 $329k 5.7k 57.43
T Rowe Price Etf Cap Appreciation (TCAF) 0.0 $327k 10k 32.28
Halliburton Company (HAL) 0.0 $327k 13k 25.37
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.0 $323k 5.9k 54.47
Burlington Stores (BURL) 0.0 $322k 1.4k 238.32
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $321k 10k 31.02
ePlus (PLUS) 0.0 $320k 5.2k 61.03
Wp Carey (WPC) 0.0 $320k 5.1k 63.17
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $319k 3.3k 95.38
Grupo Supervielle Sponsored Adr (SUPV) 0.0 $318k 24k 13.06
Centene Corporation (CNC) 0.0 $318k 5.2k 60.71
John Hancock Exchange Traded Mortgage Backed (JHMB) 0.0 $317k 15k 21.89
Samsara Com Cl A (IOT) 0.0 $317k 8.3k 38.33
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.0 $317k 6.3k 50.52
First Tr Stoxx European Sele Common Shs (FDD) 0.0 $316k 23k 13.57
Primoris Services (PRIM) 0.0 $313k 5.5k 57.41
Snowflake Cl A (SNOW) 0.0 $313k 2.1k 146.16
American Centy Etf Tr Quality Divrsfed (QINT) 0.0 $312k 6.0k 51.82
Mueller Industries (MLI) 0.0 $309k 4.1k 76.14
Expedia Group Com New (EXPE) 0.0 $309k 1.8k 168.10
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.0 $304k 13k 23.55
Ensign (ENSG) 0.0 $302k 2.3k 129.48
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.0 $302k 21k 14.14
Cars (CARS) 0.0 $299k 27k 11.27
Tortoise Energy Infrastructure closed end funds (TYG) 0.0 $299k 6.9k 43.05
Gaming & Leisure Pptys (GLPI) 0.0 $296k 5.8k 50.91
Occidental Petroleum Corporation (OXY) 0.0 $296k 6.0k 49.36
Live Oak Bancshares (LOB) 0.0 $294k 11k 26.66
Smurfit Westrock SHS (SW) 0.0 $293k 6.5k 45.06
Ishares Tr Us Industrials (IYJ) 0.0 $292k 2.2k 130.20
Amcor Ord (AMCR) 0.0 $290k 30k 9.70
Fidelity Covington Trust Fundamental Smal (FFSM) 0.0 $290k 12k 25.24
Sun Life Financial (SLF) 0.0 $289k 5.1k 57.26
Ameren Corporation (AEE) 0.0 $288k 2.9k 100.40
Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.0 $288k 6.9k 41.86
Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $287k 6.6k 43.46
Textron (TXT) 0.0 $287k 4.0k 72.25
CommVault Systems (CVLT) 0.0 $286k 1.8k 157.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $286k 2.3k 122.05
Icon SHS (ICLR) 0.0 $285k 1.6k 174.99
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $284k 12k 23.06
Itron (ITRI) 0.0 $281k 2.7k 104.76
Liberty All Star Equity Sh Ben Int (USA) 0.0 $280k 43k 6.55
ClearBridge Energy MLP Fund (EMO) 0.0 $279k 5.6k 49.62
FirstEnergy (FE) 0.0 $276k 6.8k 40.42
Waters Corporation (WAT) 0.0 $275k 746.00 368.57
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $274k 8.4k 32.54
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $273k 5.7k 47.48
Ishares U S Etf Tr Short Duration B (NEAR) 0.0 $271k 5.3k 50.87
Dxc Technology (DXC) 0.0 $269k 16k 17.05
Community Bank System (CBU) 0.0 $269k 4.7k 56.86
Cae (CAE) 0.0 $269k 11k 24.59
CorVel Corporation (CRVL) 0.0 $267k 2.4k 111.97
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $266k 2.3k 116.36
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $266k 10k 25.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $264k 1.4k 188.16
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $262k 7.4k 35.66
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $262k 19k 13.63
Nuveen Insd Dividend Advantage (NVG) 0.0 $261k 21k 12.38
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $260k 4.2k 61.56
Flex Ord (FLEX) 0.0 $258k 7.8k 33.08
Floor & Decor Hldgs Cl A (FND) 0.0 $257k 3.2k 80.47
Varonis Sys (VRNS) 0.0 $257k 6.3k 40.45
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $255k 5.2k 49.53
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $255k 6.7k 38.25
Alaska Air (ALK) 0.0 $255k 5.2k 49.22
Public Service Enterprise (PEG) 0.0 $255k 3.1k 82.30
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) 0.0 $255k 2.4k 108.37
FTI Consulting (FCN) 0.0 $253k 1.5k 164.08
Jacobs Engineering Group (J) 0.0 $253k 2.1k 120.89
One Group Hospitality In (STKS) 0.0 $252k 84k 2.99
Ferrari Nv Ord (RACE) 0.0 $250k 591.00 423.61
General Motors Company (GM) 0.0 $250k 5.3k 47.04
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $249k 31k 8.14
American Homes 4 Rent Cl A (AMH) 0.0 $249k 6.6k 37.81
Workiva Com Cl A (WK) 0.0 $248k 3.3k 75.91
Ishares Tr Russell 3000 Etf (IWV) 0.0 $247k 776.00 317.64
Macquarie Etf Trust Focused Large Gr (LRGG) 0.0 $246k 9.4k 26.13
Mettler-Toledo International (MTD) 0.0 $246k 208.00 1180.91
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $244k 4.5k 54.67
Cibc Cad (CM) 0.0 $243k 4.3k 56.30
Hormel Foods Corporation (HRL) 0.0 $243k 7.9k 30.94
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.0 $242k 6.3k 38.14
Willscot Hldgs Corp Com Cl A (WSC) 0.0 $242k 8.7k 27.80
Lpl Financial Holdings (LPLA) 0.0 $242k 739.00 327.14
Simpson Manufacturing (SSD) 0.0 $242k 1.5k 157.08
First Trust Enhanced Equity Income Fund (FFA) 0.0 $241k 13k 19.32
Privia Health Group (PRVA) 0.0 $241k 11k 22.45
Pulte (PHM) 0.0 $239k 2.3k 102.85
T Rowe Price Etf Price Div Grwt (TDVG) 0.0 $239k 5.9k 40.40
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $238k 5.6k 42.37
Impinj (PI) 0.0 $238k 2.6k 90.70
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.0 $236k 4.8k 48.93
Rbb Fund Trust First Eagle Gbl (FEGE) 0.0 $236k 6.3k 37.58
Johnson Ctls Intl SHS (JCI) 0.0 $236k 2.9k 80.18
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.0 $233k 7.6k 30.61
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.0 $233k 2.4k 98.88
IDEX Corporation (IEX) 0.0 $232k 1.3k 180.97
Gibraltar Industries (ROCK) 0.0 $229k 3.9k 58.66
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $228k 3.5k 64.54
Super Micro Computer Com New (SMCI) 0.0 $227k 6.6k 34.24
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $227k 2.8k 80.65
Charles River Laboratories (CRL) 0.0 $224k 1.5k 150.52
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $224k 4.3k 51.55
Dupont De Nemours (DD) 0.0 $224k 3.0k 74.76
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) 0.0 $223k 39k 5.77
First Tr Exchng Traded Fd Vi Flexibl Mun High (MFLX) 0.0 $222k 13k 16.92
Pacer Fds Tr Developed Mrkt (ICOW) 0.0 $221k 7.0k 31.41
Janus Henderson Group Ord Shs (JHG) 0.0 $220k 6.1k 36.15
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $219k 11k 20.35
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.0 $218k 7.2k 30.14
CRA International (CRAI) 0.0 $218k 1.3k 173.20
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $217k 4.8k 45.05
Western Asset Premier Bd Shs Ben Int (WEA) 0.0 $216k 19k 11.21
Dell Technologies CL C (DELL) 0.0 $216k 2.4k 91.18
Fortis (FTS) 0.0 $215k 4.7k 45.56
Cabot Oil & Gas Corporation (CTRA) 0.0 $214k 7.4k 28.91
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $214k 11k 19.59
Agnc Invt Corp Com reit (AGNC) 0.0 $214k 22k 9.58
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $214k 583.00 366.54
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.0 $214k 12k 18.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $213k 12k 18.59
Eaton Vance Natl Mun Opport Com Shs (EOT) 0.0 $213k 13k 16.65
Ball Corporation (BALL) 0.0 $211k 4.1k 52.07
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $210k 5.7k 37.22
Jones Lang LaSalle Incorporated (JLL) 0.0 $210k 848.00 247.90
Ishares Tr Us Home Cons Etf (ITB) 0.0 $210k 2.2k 95.24
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE) 0.0 $209k 12k 18.18
Invitation Homes (INVH) 0.0 $207k 6.0k 34.85
CenterPoint Energy (CNP) 0.0 $207k 5.7k 36.23
Watts Water Technologies Cl A (WTS) 0.0 $207k 1.0k 203.92
Ashland (ASH) 0.0 $206k 3.5k 59.28
Venture Global Com Cl A (VG) 0.0 $206k 20k 10.30
Primerica (PRI) 0.0 $206k 724.00 284.53
Ishares Tr Ishares Biotech (IBB) 0.0 $206k 1.6k 127.90
Lithia Motors (LAD) 0.0 $206k 700.00 293.65
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $203k 1.1k 190.65
Enerpac Tool Group Corp Cl A Com (EPAC) 0.0 $203k 4.5k 44.86
Alliant Energy Corporation (LNT) 0.0 $202k 3.1k 64.35
Spdr Ser Tr Bloomberg Invt (FLRN) 0.0 $201k 6.5k 30.82
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $201k 12k 16.59
Albemarle Corporation (ALB) 0.0 $201k 2.8k 72.03
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.0 $198k 12k 16.31
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $197k 17k 11.42
Pacific Biosciences of California (PACB) 0.0 $189k 160k 1.18
Infosys Sponsored Adr (INFY) 0.0 $184k 10k 18.25
Uipath Cl A (PATH) 0.0 $180k 18k 10.30
Vodafone Group Sponsored Adr (VOD) 0.0 $179k 19k 9.37
Gabelli Equity Trust (GAB) 0.0 $175k 32k 5.51
Nuveen Muni Value Fund (NUV) 0.0 $170k 19k 8.77
Neuberger Berman Real Estate Sec (NRO) 0.0 $163k 49k 3.30
Blackrock Munivest Fund II (MVT) 0.0 $142k 14k 10.57
BlackRock MuniVest Fund (MVF) 0.0 $138k 20k 7.01
Cnh Indl N V SHS (CNH) 0.0 $137k 11k 12.28
American Airls (AAL) 0.0 $120k 11k 10.55
Advanced Micro Devices Call Option (AMD) 0.0 $120k 28k 4.35
Hillman Solutions Corp (HLMN) 0.0 $116k 13k 8.79
BlackRock Municipal Income Trust II (BLE) 0.0 $114k 11k 10.39
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $87k 12k 7.05
Cleveland-cliffs (CLF) 0.0 $87k 11k 8.22
Western Asset High Incm Fd I (HIX) 0.0 $73k 18k 4.18
Clough Global Equity Fund closed-end fund (GLQ) 0.0 $64k 10k 6.29
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $50k 10k 4.89
Prime Medicine (PRME) 0.0 $42k 21k 1.98
Veritone (VERI) 0.0 $42k 18k 2.33
Blackberry (BB) 0.0 $42k 11k 3.77
Navitas Semiconductor Corp-a (NVTS) 0.0 $31k 15k 2.05