BFSG as of Dec. 31, 2024
Portfolio Holdings for BFSG
BFSG holds 672 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.5 | $30M | 104k | 289.81 | |
| Microsoft Corporation (MSFT) | 3.3 | $28M | 67k | 421.50 | |
| NVIDIA Corporation (NVDA) | 2.9 | $25M | 184k | 134.29 | |
| Apple (AAPL) | 2.7 | $23M | 93k | 250.42 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $22M | 37k | 586.09 | |
| Ishares Gold Tr Ishares New (IAU) | 2.1 | $18M | 371k | 49.51 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.7 | $15M | 153k | 96.53 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.6 | $14M | 195k | 71.91 | |
| Marvell Technology (MRVL) | 1.4 | $12M | 108k | 110.45 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.4 | $12M | 444k | 26.19 | |
| Church & Dwight (CHD) | 1.3 | $11M | 107k | 104.71 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $11M | 97k | 115.72 | |
| Vanguard World Energy Etf (VDE) | 1.2 | $11M | 87k | 121.31 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.2 | $10M | 408k | 25.05 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $10M | 42k | 242.13 | |
| Amazon (AMZN) | 1.2 | $9.9M | 45k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $9.9M | 52k | 190.44 | |
| Costco Wholesale Corporation (COST) | 1.1 | $9.8M | 11k | 916.25 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $9.3M | 190k | 49.05 | |
| CSX Corporation (CSX) | 1.1 | $9.2M | 285k | 32.27 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $9.1M | 181k | 50.37 | |
| Novo-nordisk A S Adr (NVO) | 1.0 | $8.9M | 103k | 86.02 | |
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $8.2M | 35k | 232.52 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $8.2M | 318k | 25.83 | |
| Palantir Technologies Cl A (PLTR) | 0.9 | $7.6M | 101k | 75.63 | |
| NiSource (NI) | 0.9 | $7.5M | 205k | 36.76 | |
| Colgate-Palmolive Company (CL) | 0.9 | $7.5M | 82k | 90.91 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $7.3M | 68k | 107.57 | |
| KBR (KBR) | 0.9 | $7.3M | 126k | 57.93 | |
| Norfolk Southern (NSC) | 0.8 | $7.1M | 30k | 234.70 | |
| Palo Alto Networks (PANW) | 0.8 | $6.9M | 38k | 181.96 | |
| TJX Companies (TJX) | 0.8 | $6.9M | 57k | 120.81 | |
| Skechers U S A Cl A | 0.8 | $6.8M | 102k | 67.24 | |
| Amphenol Corp Cl A (APH) | 0.8 | $6.8M | 97k | 69.45 | |
| Newmont Mining Corporation (NEM) | 0.8 | $6.6M | 179k | 37.22 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $6.5M | 27k | 239.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $6.5M | 19k | 351.80 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.8 | $6.5M | 120k | 54.50 | |
| At&t (T) | 0.7 | $6.3M | 278k | 22.77 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.7 | $6.1M | 290k | 21.16 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.0M | 10k | 588.69 | |
| Southern Company (SO) | 0.7 | $6.0M | 73k | 82.32 | |
| Nextera Energy (NEE) | 0.7 | $5.9M | 82k | 71.69 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $5.9M | 11k | 526.58 | |
| Home Depot (HD) | 0.7 | $5.8M | 15k | 388.98 | |
| American Express Company (AXP) | 0.7 | $5.6M | 19k | 296.78 | |
| General Dynamics Corporation (GD) | 0.7 | $5.6M | 21k | 263.49 | |
| Becton, Dickinson and (BDX) | 0.7 | $5.6M | 25k | 226.87 | |
| Wal-Mart Stores (WMT) | 0.7 | $5.6M | 62k | 90.35 | |
| Enterprise Products Partners (EPD) | 0.6 | $5.6M | 177k | 31.36 | |
| Tootsie Roll Industries (TR) | 0.6 | $5.5M | 171k | 32.33 | |
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.6 | $5.4M | 117k | 46.26 | |
| Linde SHS (LIN) | 0.6 | $5.3M | 13k | 418.67 | |
| Walt Disney Company (DIS) | 0.6 | $5.3M | 48k | 111.35 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $5.3M | 9.8k | 538.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $5.2M | 26k | 197.49 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.6 | $5.2M | 185k | 28.15 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $5.2M | 88k | 58.93 | |
| Elbit Sys Ord (ESLT) | 0.6 | $5.0M | 20k | 258.07 | |
| Pfizer (PFE) | 0.6 | $4.8M | 182k | 26.53 | |
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.6 | $4.8M | 111k | 43.47 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.5 | $4.7M | 207k | 22.50 | |
| Verizon Communications (VZ) | 0.5 | $4.6M | 116k | 39.99 | |
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $4.6M | 16k | 283.85 | |
| Keurig Dr Pepper (KDP) | 0.5 | $4.4M | 138k | 32.12 | |
| Procter & Gamble Company (PG) | 0.5 | $4.4M | 26k | 167.65 | |
| Moog Cl A (MOG.A) | 0.5 | $4.3M | 22k | 196.84 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $4.3M | 56k | 77.27 | |
| Abbvie (ABBV) | 0.5 | $4.3M | 24k | 177.70 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $4.2M | 186k | 22.70 | |
| Tesla Motors (TSLA) | 0.5 | $4.2M | 10k | 403.84 | |
| Prudential Financial (PRU) | 0.5 | $4.2M | 35k | 118.53 | |
| Stryker Corporation (SYK) | 0.5 | $4.2M | 12k | 360.04 | |
| Shopify Cl A (SHOP) | 0.5 | $4.0M | 38k | 106.33 | |
| ResMed (RMD) | 0.5 | $4.0M | 18k | 228.69 | |
| McDonald's Corporation (MCD) | 0.5 | $4.0M | 14k | 289.90 | |
| Potlatch Corporation (PCH) | 0.5 | $3.9M | 100k | 39.25 | |
| Vulcan Materials Company (VMC) | 0.5 | $3.9M | 15k | 257.23 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $3.8M | 28k | 137.57 | |
| Gibraltar Industries (ROCK) | 0.4 | $3.8M | 64k | 58.90 | |
| Johnson & Johnson (JNJ) | 0.4 | $3.7M | 26k | 144.62 | |
| UnitedHealth (UNH) | 0.4 | $3.6M | 7.2k | 505.88 | |
| Amgen (AMGN) | 0.4 | $3.6M | 14k | 260.64 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $3.5M | 58k | 60.30 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $3.4M | 125k | 27.32 | |
| Fastenal Company (FAST) | 0.4 | $3.4M | 47k | 71.91 | |
| Waste Management (WM) | 0.4 | $3.4M | 17k | 201.78 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $3.4M | 18k | 189.98 | |
| Merck & Co (MRK) | 0.4 | $3.3M | 33k | 99.48 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $3.2M | 67k | 48.33 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $3.2M | 87k | 37.12 | |
| Chevron Corporation (CVX) | 0.4 | $3.2M | 22k | 144.84 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.4 | $3.1M | 150k | 20.87 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $3.1M | 83k | 37.53 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $3.1M | 23k | 135.37 | |
| Pinnacle West Capital Corporation (PNW) | 0.4 | $3.1M | 36k | 84.77 | |
| Ishares Tr Esg Msci Leadr (SUSL) | 0.3 | $2.9M | 28k | 103.04 | |
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $2.9M | 27k | 110.11 | |
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $2.9M | 29k | 98.47 | |
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.3 | $2.9M | 95k | 30.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $2.8M | 99k | 27.87 | |
| Realty Income (O) | 0.3 | $2.7M | 52k | 53.41 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.7M | 6.0k | 444.68 | |
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $2.6M | 20k | 131.76 | |
| Cyberark Software SHS (CYBR) | 0.3 | $2.6M | 7.9k | 333.15 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $2.6M | 33k | 79.99 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.5M | 11k | 224.35 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.5M | 31k | 81.98 | |
| Pan American Silver Corp Can (PAAS) | 0.3 | $2.5M | 123k | 20.22 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.5M | 56k | 44.04 | |
| Ameriprise Financial (AMP) | 0.3 | $2.4M | 4.5k | 532.43 | |
| Archer Daniels Midland Company (ADM) | 0.3 | $2.4M | 47k | 50.52 | |
| Texas Roadhouse (TXRH) | 0.3 | $2.4M | 13k | 180.43 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $2.3M | 46k | 50.71 | |
| Roper Industries (ROP) | 0.3 | $2.3M | 4.5k | 519.85 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $2.3M | 88k | 26.33 | |
| United Rentals (URI) | 0.3 | $2.3M | 3.2k | 704.44 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $2.3M | 4.7k | 485.94 | |
| Eli Lilly & Co. (LLY) | 0.3 | $2.3M | 2.9k | 772.00 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.3 | $2.2M | 39k | 56.70 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $2.1M | 28k | 75.71 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.2 | $2.1M | 184k | 11.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.0M | 10k | 189.29 | |
| Pepsi (PEP) | 0.2 | $1.8M | 12k | 152.06 | |
| Rayonier (RYN) | 0.2 | $1.8M | 67k | 26.10 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.7M | 2.5k | 693.08 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.7M | 21k | 78.61 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $1.7M | 33k | 49.92 | |
| AGCO Corporation (AGCO) | 0.2 | $1.7M | 18k | 93.48 | |
| Atmos Energy Corporation (ATO) | 0.2 | $1.6M | 11k | 139.27 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $1.6M | 147k | 10.57 | |
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.2 | $1.5M | 66k | 23.26 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.5M | 15k | 96.81 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.5M | 53k | 27.71 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.2 | $1.4M | 27k | 53.04 | |
| Meta Platforms Cl A (META) | 0.2 | $1.4M | 2.4k | 585.60 | |
| Nutrien (NTR) | 0.2 | $1.3M | 30k | 44.75 | |
| salesforce (CRM) | 0.2 | $1.3M | 3.9k | 334.35 | |
| Cameco Corporation (CCJ) | 0.2 | $1.3M | 25k | 51.39 | |
| Canadian Natl Ry (CNI) | 0.1 | $1.3M | 12k | 101.51 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | 12k | 107.74 | |
| Illinois Tool Works (ITW) | 0.1 | $1.2M | 4.8k | 253.56 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | 16k | 76.83 | |
| Metropcs Communications (TMUS) | 0.1 | $1.2M | 5.3k | 220.74 | |
| Cisco Systems (CSCO) | 0.1 | $1.1M | 19k | 59.20 | |
| Arista Networks Com Shs (ANET) | 0.1 | $1.1M | 10k | 110.53 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.1M | 6.3k | 177.02 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | 1.7k | 635.88 | |
| Fair Isaac Corporation (FICO) | 0.1 | $1.1M | 545.00 | 1989.54 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.1M | 46k | 23.18 | |
| American Electric Power Company (AEP) | 0.1 | $1.1M | 12k | 92.23 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.1M | 13k | 84.14 | |
| Fiserv (FI) | 0.1 | $1.0M | 5.1k | 205.40 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | 12k | 85.66 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $947k | 51k | 18.50 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $946k | 13k | 75.69 | |
| Cava Group Ord (CAVA) | 0.1 | $925k | 8.2k | 112.80 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $877k | 34k | 26.07 | |
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $844k | 20k | 42.48 | |
| Edison International (EIX) | 0.1 | $837k | 11k | 79.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $822k | 1.6k | 511.33 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $818k | 11k | 78.01 | |
| Republic Services (RSG) | 0.1 | $781k | 3.9k | 201.18 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $777k | 4.0k | 195.81 | |
| HudBay Minerals (HBM) | 0.1 | $719k | 89k | 8.10 | |
| Kinder Morgan (KMI) | 0.1 | $709k | 26k | 27.40 | |
| Pilgrim's Pride Corporation (PPC) | 0.1 | $691k | 15k | 45.39 | |
| ConAgra Foods (CAG) | 0.1 | $679k | 25k | 27.75 | |
| Boston Scientific Corporation (BSX) | 0.1 | $660k | 7.4k | 89.32 | |
| Paramount Global Class B Com (PARA) | 0.1 | $652k | 62k | 10.46 | |
| Union Pacific Corporation (UNP) | 0.1 | $642k | 2.8k | 228.04 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $629k | 7.1k | 89.08 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $613k | 4.8k | 127.58 | |
| PPL Corporation (PPL) | 0.1 | $593k | 18k | 32.46 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $589k | 6.1k | 96.90 | |
| Honeywell International (HON) | 0.1 | $578k | 2.6k | 225.89 | |
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $540k | 8.2k | 66.12 | |
| LKQ Corporation (LKQ) | 0.1 | $514k | 14k | 36.75 | |
| Siriuspoint (SPNT) | 0.1 | $504k | 31k | 16.39 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $498k | 4.6k | 108.61 | |
| Edwards Lifesciences (EW) | 0.1 | $463k | 6.3k | 74.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $453k | 1.1k | 401.58 | |
| Jefferies Finl Group (JEF) | 0.1 | $452k | 5.8k | 78.40 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $430k | 3.7k | 115.55 | |
| Travelers Companies (TRV) | 0.0 | $409k | 1.7k | 240.89 | |
| Aon Shs Cl A (AON) | 0.0 | $407k | 1.1k | 359.16 | |
| Patterson Companies (PDCO) | 0.0 | $373k | 12k | 30.86 | |
| Rbc Cad (RY) | 0.0 | $373k | 3.1k | 120.51 | |
| Albertsons Cos Common Stock (ACI) | 0.0 | $365k | 19k | 19.64 | |
| Oge Energy Corp (OGE) | 0.0 | $360k | 8.7k | 41.25 | |
| Spire (SR) | 0.0 | $353k | 5.2k | 67.83 | |
| State Street Corporation (STT) | 0.0 | $346k | 3.5k | 98.15 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $342k | 2.0k | 175.20 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $339k | 2.9k | 115.22 | |
| BP Sponsored Adr (BP) | 0.0 | $336k | 11k | 29.56 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $332k | 13k | 26.63 | |
| Kraft Heinz (KHC) | 0.0 | $328k | 11k | 30.71 | |
| Telephone & Data Sys Com New (TDS) | 0.0 | $322k | 9.4k | 34.11 | |
| Cable One (CABO) | 0.0 | $320k | 884.00 | 362.12 | |
| Carlyle Group (CG) | 0.0 | $319k | 6.3k | 50.49 | |
| California Res Corp Com Stock (CRC) | 0.0 | $317k | 6.1k | 51.89 | |
| Valero Energy Corporation (VLO) | 0.0 | $302k | 2.5k | 122.59 | |
| Elanco Animal Health (ELAN) | 0.0 | $297k | 25k | 12.11 | |
| Hf Sinclair Corp (DINO) | 0.0 | $287k | 8.2k | 35.05 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $286k | 5.0k | 57.45 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $276k | 485.00 | 569.58 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $271k | 1.3k | 210.17 | |
| NCR Corporation (VYX) | 0.0 | $267k | 19k | 13.84 | |
| AFLAC Incorporated (AFL) | 0.0 | $261k | 2.5k | 103.44 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $254k | 598.00 | 425.50 | |
| Alphatec Hldgs Com New (ATEC) | 0.0 | $253k | 28k | 9.18 | |
| Organon & Co Common Stock (OGN) | 0.0 | $253k | 17k | 14.92 | |
| O-i Glass (OI) | 0.0 | $253k | 23k | 10.84 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $252k | 5.3k | 47.82 | |
| Gilead Sciences (GILD) | 0.0 | $250k | 2.7k | 92.37 | |
| Prosperity Bancshares (PB) | 0.0 | $247k | 3.3k | 75.35 | |
| Coca-Cola Company (KO) | 0.0 | $239k | 3.8k | 62.25 | |
| Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) | 0.0 | $238k | 9.8k | 24.26 | |
| First Horizon National Corporation (FHN) | 0.0 | $237k | 12k | 20.14 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $235k | 26k | 9.15 | |
| MetLife (MET) | 0.0 | $231k | 2.8k | 81.87 | |
| Flagstar Financial Com New (FLG) | 0.0 | $228k | 24k | 9.33 | |
| Darling International (DAR) | 0.0 | $226k | 6.7k | 33.69 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $226k | 3.6k | 62.31 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $224k | 10k | 22.04 | |
| Sonoco Products Company (SON) | 0.0 | $224k | 4.6k | 48.85 | |
| Forward Air Corporation | 0.0 | $223k | 6.9k | 32.25 | |
| UMH Properties (UMH) | 0.0 | $223k | 12k | 18.88 | |
| Quidel Corp (QDEL) | 0.0 | $221k | 5.0k | 44.55 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $220k | 3.8k | 57.32 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $216k | 49k | 4.45 | |
| Pbf Energy Cl A (PBF) | 0.0 | $216k | 8.1k | 26.55 | |
| Ally Financial (ALLY) | 0.0 | $210k | 5.8k | 36.01 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $209k | 15k | 14.07 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $209k | 113k | 1.85 | |
| Park-Ohio Holdings (PKOH) | 0.0 | $207k | 7.9k | 26.27 | |
| Henry Schein (HSIC) | 0.0 | $199k | 2.9k | 69.20 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $198k | 3.4k | 57.53 | |
| Crown Holdings (CCK) | 0.0 | $194k | 2.3k | 82.69 | |
| Bgc Group Cl A (BGC) | 0.0 | $193k | 21k | 9.06 | |
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.0 | $193k | 1.9k | 101.74 | |
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $192k | 13k | 15.28 | |
| Barings Bdc (BBDC) | 0.0 | $190k | 20k | 9.57 | |
| Penske Automotive (PAG) | 0.0 | $188k | 1.2k | 152.44 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $184k | 1.8k | 101.53 | |
| Allstate Corporation (ALL) | 0.0 | $184k | 952.00 | 192.79 | |
| AutoNation (AN) | 0.0 | $183k | 1.1k | 169.84 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $182k | 2.1k | 84.79 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $180k | 3.2k | 56.38 | |
| Philip Morris International (PM) | 0.0 | $180k | 1.5k | 120.35 | |
| Golden Ocean Group Shs New (GOGL) | 0.0 | $179k | 20k | 8.96 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $179k | 4.3k | 42.04 | |
| Powerfleet (AIOT) | 0.0 | $178k | 27k | 6.66 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $175k | 4.4k | 40.01 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $173k | 2.2k | 76.81 | |
| Seaboard Corporation (SEB) | 0.0 | $173k | 71.00 | 2429.66 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $168k | 7.4k | 22.80 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.0 | $167k | 23k | 7.28 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $166k | 750.00 | 220.96 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $161k | 6.2k | 25.86 | |
| Old National Ban (ONB) | 0.0 | $160k | 7.4k | 21.71 | |
| Five Point Holdings Com Cl A (FPH) | 0.0 | $160k | 42k | 3.78 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $157k | 930.00 | 169.30 | |
| Brightspire Capital Com Cl A (BRSP) | 0.0 | $157k | 28k | 5.64 | |
| Noble Corp Ord Shs A (NE) | 0.0 | $156k | 5.0k | 31.40 | |
| International Business Machines (IBM) | 0.0 | $154k | 700.00 | 219.83 | |
| Vontier Corporation (VNT) | 0.0 | $152k | 4.2k | 36.47 | |
| CNA Financial Corporation (CNA) | 0.0 | $150k | 3.1k | 48.37 | |
| Rush Enterprises CL B (RUSHB) | 0.0 | $149k | 2.7k | 54.44 | |
| Peoples Ban (PEBO) | 0.0 | $146k | 4.6k | 31.69 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $145k | 3.1k | 47.39 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $145k | 1.2k | 121.74 | |
| United Natural Foods (UNFI) | 0.0 | $144k | 5.3k | 27.31 | |
| Jbg Smith Properties (JBGS) | 0.0 | $142k | 9.2k | 15.37 | |
| Brighthouse Finl (BHF) | 0.0 | $141k | 2.9k | 48.04 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $141k | 11k | 12.76 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $140k | 46k | 3.01 | |
| Sierra Ban (BSRR) | 0.0 | $139k | 4.8k | 28.92 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $138k | 524.00 | 264.13 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $136k | 2.9k | 47.77 | |
| Netflix (NFLX) | 0.0 | $135k | 151.00 | 891.32 | |
| Cannae Holdings (CNNE) | 0.0 | $134k | 6.7k | 19.86 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $134k | 2.0k | 67.88 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $132k | 1.0k | 131.04 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $128k | 5.6k | 22.70 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 0.0 | $127k | 17k | 7.63 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $126k | 243.00 | 520.23 | |
| Digitalbridge Group Cl A New (DBRG) | 0.0 | $124k | 11k | 11.28 | |
| Sun Communities (SUI) | 0.0 | $124k | 1.0k | 122.97 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $123k | 1.8k | 70.28 | |
| MarineMax (HZO) | 0.0 | $123k | 4.2k | 28.95 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $123k | 1.6k | 74.36 | |
| Perdoceo Ed Corp (PRDO) | 0.0 | $118k | 4.5k | 26.47 | |
| Inspired Entmt (INSE) | 0.0 | $117k | 13k | 9.05 | |
| Air Products & Chemicals (APD) | 0.0 | $116k | 400.00 | 290.04 | |
| Chemours (CC) | 0.0 | $116k | 6.9k | 16.90 | |
| Eaton Corp SHS (ETN) | 0.0 | $116k | 348.00 | 331.87 | |
| Lucky Strike Entertainment C Cl A Com (LUCK) | 0.0 | $115k | 12k | 10.01 | |
| Franklin Street Properties (FSP) | 0.0 | $113k | 62k | 1.83 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $113k | 569.00 | 198.34 | |
| Visa Com Cl A (V) | 0.0 | $112k | 353.00 | 316.25 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $111k | 959.00 | 115.18 | |
| Caterpillar (CAT) | 0.0 | $110k | 303.00 | 362.76 | |
| South State Corporation | 0.0 | $109k | 1.1k | 99.48 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $109k | 955.00 | 114.39 | |
| Greif Cl A (GEF) | 0.0 | $108k | 1.8k | 61.12 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $108k | 1.7k | 65.08 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $108k | 3.6k | 29.86 | |
| Broadcom (AVGO) | 0.0 | $105k | 451.00 | 231.92 | |
| Greenlight Capital Re Class A (GLRE) | 0.0 | $104k | 7.4k | 14.00 | |
| Lowe's Companies (LOW) | 0.0 | $103k | 419.00 | 246.65 | |
| Rush Enterprises Cl A (RUSHA) | 0.0 | $103k | 1.9k | 54.79 | |
| Sunrise Communications Ads Cl A (SNREY) | 0.0 | $99k | 2.3k | 43.08 | |
| International Seaways (INSW) | 0.0 | $99k | 2.7k | 35.94 | |
| Smurfit Westrock SHS (SW) | 0.0 | $98k | 1.8k | 53.86 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $98k | 1.9k | 51.99 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $97k | 977.00 | 99.55 | |
| Vestis Corporation Com Shs (VSTS) | 0.0 | $95k | 6.2k | 15.24 | |
| Tenet Healthcare Corp Com New (THC) | 0.0 | $94k | 746.00 | 126.23 | |
| Shell Spon Ads (SHEL) | 0.0 | $94k | 1.5k | 62.65 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $94k | 1.9k | 50.13 | |
| Bank of America Corporation (BAC) | 0.0 | $93k | 2.1k | 43.95 | |
| Chubb (CB) | 0.0 | $93k | 335.00 | 276.30 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $92k | 517.00 | 178.08 | |
| ardmore Shipping (ASC) | 0.0 | $89k | 7.3k | 12.15 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $88k | 6.2k | 14.18 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $86k | 700.00 | 123.36 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $85k | 5.5k | 15.60 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $85k | 1.1k | 76.14 | |
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $84k | 1.9k | 43.64 | |
| Itt (ITT) | 0.0 | $84k | 585.00 | 142.88 | |
| Leslies (LESL) | 0.0 | $83k | 37k | 2.23 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $82k | 476.00 | 172.42 | |
| FedEx Corporation (FDX) | 0.0 | $82k | 290.00 | 281.62 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $82k | 1.5k | 53.05 | |
| Altria (MO) | 0.0 | $81k | 1.5k | 52.29 | |
| Bausch Health Companies (BHC) | 0.0 | $80k | 9.9k | 8.06 | |
| Pacific Premier Ban | 0.0 | $80k | 3.2k | 24.92 | |
| Community West Bancshares (CWBC) | 0.0 | $79k | 4.1k | 19.37 | |
| Blackrock (BLK) | 0.0 | $79k | 77.00 | 1025.12 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $78k | 237.00 | 329.14 | |
| Paysafe SHS (PSFE) | 0.0 | $78k | 4.5k | 17.10 | |
| Hamilton Insurance Group CL B (HG) | 0.0 | $77k | 4.1k | 19.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $77k | 321.00 | 240.28 | |
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $77k | 21k | 3.71 | |
| AutoZone (AZO) | 0.0 | $77k | 24.00 | 3202.00 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $75k | 815.00 | 92.45 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $75k | 2.2k | 34.59 | |
| Wk Kellogg Com Shs | 0.0 | $73k | 4.0k | 17.99 | |
| Crown Castle Intl (CCI) | 0.0 | $73k | 800.00 | 90.76 | |
| Omniab (OABI) | 0.0 | $73k | 21k | 3.54 | |
| Manulife Finl Corp (MFC) | 0.0 | $72k | 2.4k | 30.71 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $72k | 115.00 | 621.80 | |
| Morgan Stanley Com New (MS) | 0.0 | $70k | 560.00 | 125.72 | |
| Leidos Holdings (LDOS) | 0.0 | $68k | 470.00 | 144.06 | |
| D.R. Horton (DHI) | 0.0 | $68k | 484.00 | 139.82 | |
| Aersale Corp (ASLE) | 0.0 | $68k | 11k | 6.30 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $67k | 910.00 | 74.02 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $65k | 670.00 | 97.31 | |
| Serve Robotics (SERV) | 0.0 | $64k | 4.8k | 13.50 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $63k | 1.5k | 41.82 | |
| Maui Land & Pineapple (MLP) | 0.0 | $63k | 2.9k | 21.98 | |
| Onewater Marine Cl A Com (ONEW) | 0.0 | $62k | 3.6k | 17.38 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $60k | 974.00 | 61.34 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $59k | 729.00 | 81.25 | |
| Medtronic SHS (MDT) | 0.0 | $58k | 720.00 | 79.88 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $57k | 276.00 | 206.92 | |
| Veritone (VERI) | 0.0 | $57k | 17k | 3.28 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $55k | 1.0k | 54.19 | |
| Wells Fargo & Company (WFC) | 0.0 | $54k | 772.00 | 70.27 | |
| Scorpio Tankers SHS (STNG) | 0.0 | $53k | 1.1k | 49.69 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $52k | 2.5k | 20.65 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $51k | 149.00 | 342.16 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $50k | 478.00 | 105.48 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $50k | 427.00 | 117.95 | |
| Dow (DOW) | 0.0 | $50k | 1.3k | 40.14 | |
| BRC Com Cl A (BRCC) | 0.0 | $49k | 16k | 3.17 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $48k | 1.9k | 24.92 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $48k | 750.00 | 63.45 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $47k | 442.00 | 106.55 | |
| Full House Resorts (FLL) | 0.0 | $45k | 11k | 4.08 | |
| Consolidated Edison (ED) | 0.0 | $45k | 506.00 | 89.23 | |
| CKX Lands (CKX) | 0.0 | $45k | 3.6k | 12.60 | |
| Principal Financial (PFG) | 0.0 | $44k | 573.00 | 77.41 | |
| Autodesk (ADSK) | 0.0 | $44k | 149.00 | 295.57 | |
| Essential Utils (WTRG) | 0.0 | $43k | 1.2k | 36.32 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $43k | 1.3k | 33.39 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $42k | 3.2k | 13.14 | |
| Digital Realty Trust (DLR) | 0.0 | $41k | 230.00 | 177.33 | |
| Servicenow (NOW) | 0.0 | $40k | 38.00 | 1060.13 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $40k | 116.00 | 343.41 | |
| Intuit (INTU) | 0.0 | $40k | 63.00 | 628.51 | |
| Ge Aerospace Com New (GE) | 0.0 | $39k | 235.00 | 166.52 | |
| First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $39k | 457.00 | 85.29 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $39k | 514.00 | 75.61 | |
| Abbott Laboratories (ABT) | 0.0 | $38k | 339.00 | 113.11 | |
| Apollo Global Mgmt (APO) | 0.0 | $38k | 230.00 | 165.16 | |
| American Vanguard (AVD) | 0.0 | $38k | 8.1k | 4.63 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $38k | 423.00 | 88.79 | |
| Xcel Energy (XEL) | 0.0 | $37k | 547.00 | 67.52 | |
| Celestica (CLS) | 0.0 | $37k | 400.00 | 92.30 | |
| American Tower Reit (AMT) | 0.0 | $37k | 200.00 | 183.41 | |
| American Airls (AAL) | 0.0 | $36k | 2.1k | 17.43 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $35k | 351.00 | 100.34 | |
| Dutch Bros Cl A (BROS) | 0.0 | $35k | 668.00 | 52.38 | |
| Discover Financial Services | 0.0 | $35k | 200.00 | 173.23 | |
| Andersons (ANDE) | 0.0 | $35k | 852.00 | 40.52 | |
| Constellation Energy (CEG) | 0.0 | $35k | 154.00 | 223.71 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $34k | 593.00 | 57.41 | |
| Bridgebio Pharma (BBIO) | 0.0 | $34k | 1.2k | 27.44 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $33k | 360.00 | 92.72 | |
| Intel Corporation (INTC) | 0.0 | $33k | 1.6k | 20.05 | |
| International Flavors & Fragrances (IFF) | 0.0 | $31k | 371.00 | 84.55 | |
| AeroVironment (AVAV) | 0.0 | $31k | 200.00 | 153.89 | |
| Fortinet (FTNT) | 0.0 | $31k | 325.00 | 94.48 | |
| Uber Technologies (UBER) | 0.0 | $30k | 500.00 | 60.32 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $30k | 850.00 | 35.48 | |
| Oracle Corporation (ORCL) | 0.0 | $30k | 179.00 | 167.09 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $30k | 398.00 | 74.01 | |
| Eversource Energy (ES) | 0.0 | $29k | 500.00 | 57.43 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $28k | 351.00 | 80.66 | |
| Best Buy (BBY) | 0.0 | $28k | 320.00 | 85.91 | |
| W.W. Grainger (GWW) | 0.0 | $27k | 26.00 | 1054.08 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $27k | 450.00 | 60.50 | |
| Yum! Brands (YUM) | 0.0 | $27k | 200.00 | 134.16 | |
| Capital One Financial (COF) | 0.0 | $27k | 150.00 | 178.32 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $27k | 501.00 | 53.24 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $26k | 200.00 | 131.41 | |
| General Motors Company (GM) | 0.0 | $26k | 485.00 | 53.25 | |
| Alexander & Baldwin (ALEX) | 0.0 | $25k | 1.4k | 17.74 | |
| Kellogg Company (K) | 0.0 | $25k | 310.00 | 80.97 | |
| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $24k | 653.00 | 37.40 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $24k | 1.9k | 12.57 | |
| Equinix (EQIX) | 0.0 | $24k | 25.00 | 942.92 | |
| Wideopenwest (WOW) | 0.0 | $23k | 4.7k | 4.96 | |
| Neuberger Berman Mlp Income (NML) | 0.0 | $23k | 2.6k | 8.83 | |
| Microchip Technology (MCHP) | 0.0 | $23k | 400.00 | 57.35 | |
| First Tr Exchange-traded Nasdq Artfcial (ROBT) | 0.0 | $23k | 500.00 | 45.04 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $22k | 316.00 | 70.71 | |
| L3harris Technologies (LHX) | 0.0 | $22k | 105.00 | 210.29 | |
| Automatic Data Processing (ADP) | 0.0 | $22k | 75.00 | 292.73 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $22k | 54.00 | 402.70 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $22k | 369.00 | 58.79 | |
| S&p Global (SPGI) | 0.0 | $21k | 42.00 | 498.05 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $20k | 80.00 | 253.70 | |
| Ge Vernova (GEV) | 0.0 | $19k | 58.00 | 328.93 | |
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $19k | 286.00 | 65.42 | |
| Yum China Holdings (YUMC) | 0.0 | $19k | 388.00 | 48.20 | |
| Deere & Company (DE) | 0.0 | $19k | 44.00 | 423.70 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $19k | 500.00 | 37.26 | |
| Anthem (ELV) | 0.0 | $18k | 50.00 | 368.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $18k | 307.00 | 59.73 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.0 | $18k | 223.00 | 80.20 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $18k | 25.00 | 712.36 | |
| Roivant Sciences SHS (ROIV) | 0.0 | $18k | 1.5k | 11.83 | |
| United Parcel Service CL B (UPS) | 0.0 | $18k | 140.00 | 126.10 | |
| Exelon Corporation (EXC) | 0.0 | $17k | 458.00 | 37.64 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $17k | 300.00 | 56.19 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $16k | 100.00 | 163.42 | |
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $16k | 295.00 | 54.36 | |
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $16k | 386.00 | 41.46 | |
| General Mills (GIS) | 0.0 | $16k | 250.00 | 63.77 | |
| Ishares Tr Esg Aware Msci (EGUS) | 0.0 | $16k | 355.00 | 44.57 | |
| Rezolute Com New (RZLT) | 0.0 | $16k | 3.2k | 4.90 | |
| Advanced Micro Devices (AMD) | 0.0 | $16k | 128.00 | 120.80 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $15k | 83.00 | 185.13 | |
| Citizens Financial (CFG) | 0.0 | $15k | 350.00 | 43.76 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $15k | 605.00 | 25.29 | |
| Lululemon Athletica (LULU) | 0.0 | $15k | 40.00 | 382.43 | |
| Lionsgate Studios Corp | 0.0 | $15k | 2.0k | 7.60 | |
| Ishares Tr Global Reit Etf (REET) | 0.0 | $15k | 629.00 | 23.97 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $14k | 138.00 | 103.30 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $14k | 76.00 | 185.17 | |
| Paychex (PAYX) | 0.0 | $14k | 100.00 | 140.22 | |
| Immunovant (IMVT) | 0.0 | $14k | 565.00 | 24.77 | |
| Suncor Energy (SU) | 0.0 | $14k | 388.00 | 35.68 | |
| Nio Spon Ads (NIO) | 0.0 | $14k | 3.2k | 4.36 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $14k | 95.00 | 142.98 | |
| Bath & Body Works In (BBWI) | 0.0 | $14k | 350.00 | 38.77 | |
| Oneok (OKE) | 0.0 | $13k | 134.00 | 100.36 | |
| Sun Life Financial (SLF) | 0.0 | $13k | 225.00 | 59.34 | |
| Vistra Energy (VST) | 0.0 | $13k | 95.00 | 137.87 | |
| American Water Works (AWK) | 0.0 | $12k | 100.00 | 124.49 | |
| Cullinan Oncology (CGEM) | 0.0 | $12k | 1.0k | 12.18 | |
| Lennar Corp Cl A (LEN) | 0.0 | $12k | 89.00 | 136.37 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $12k | 23.00 | 522.00 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $12k | 90.00 | 132.21 | |
| Phillips 66 (PSX) | 0.0 | $12k | 103.00 | 113.93 | |
| Vyne Therapeutics (VYNE) | 0.0 | $12k | 3.5k | 3.35 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $12k | 190.00 | 61.37 | |
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $12k | 1.8k | 6.34 | |
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $12k | 237.00 | 48.82 | |
| Flowers Foods (FLO) | 0.0 | $11k | 550.00 | 20.66 | |
| Hubspot (HUBS) | 0.0 | $11k | 16.00 | 696.81 | |
| FactSet Research Systems (FDS) | 0.0 | $11k | 23.00 | 480.30 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $11k | 45.00 | 242.18 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $11k | 366.00 | 29.70 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $11k | 176.00 | 60.56 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $11k | 100.00 | 106.55 | |
| Diamondback Energy (FANG) | 0.0 | $11k | 64.00 | 163.84 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $10k | 132.00 | 78.93 | |
| Danaher Corporation (DHR) | 0.0 | $10k | 45.00 | 229.56 | |
| Ideaya Biosciences (IDYA) | 0.0 | $10k | 400.00 | 25.70 | |
| Qualcomm (QCOM) | 0.0 | $9.8k | 64.00 | 153.62 | |
| Snowflake Cl A (SNOW) | 0.0 | $9.7k | 63.00 | 154.41 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $9.7k | 75.00 | 129.35 | |
| Nike CL B (NKE) | 0.0 | $9.7k | 128.00 | 75.67 | |
| Sherwin-Williams Company (SHW) | 0.0 | $9.5k | 28.00 | 339.96 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $9.3k | 50.00 | 186.70 | |
| Emerson Electric (EMR) | 0.0 | $9.3k | 75.00 | 123.93 | |
| Evercore Class A (EVR) | 0.0 | $8.9k | 32.00 | 277.22 | |
| H&E Equipment Services | 0.0 | $8.8k | 180.00 | 48.96 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $8.8k | 230.00 | 38.08 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $8.7k | 257.00 | 33.79 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $8.4k | 200.00 | 42.07 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $8.3k | 39.00 | 212.41 | |
| CarMax (KMX) | 0.0 | $8.2k | 100.00 | 81.76 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $8.2k | 246.00 | 33.21 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $8.1k | 206.00 | 39.36 | |
| Edgewise Therapeutics (EWTX) | 0.0 | $8.0k | 300.00 | 26.70 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $7.8k | 371.00 | 21.04 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $7.7k | 75.00 | 103.32 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $7.7k | 185.00 | 41.87 | |
| Larimar Therapeutics (LRMR) | 0.0 | $7.7k | 2.0k | 3.87 | |
| Schrodinger (SDGR) | 0.0 | $7.7k | 400.00 | 19.29 | |
| Sofi Technologies (SOFI) | 0.0 | $7.7k | 500.00 | 15.40 | |
| Dropbox Cl A (DBX) | 0.0 | $7.7k | 255.00 | 30.04 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $7.5k | 16.00 | 469.31 | |
| Kroger (KR) | 0.0 | $7.5k | 122.00 | 61.16 | |
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $7.4k | 100.00 | 74.49 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $7.4k | 200.00 | 37.20 | |
| Monster Beverage Corp (MNST) | 0.0 | $7.4k | 141.00 | 52.56 | |
| Vir Biotechnology (VIR) | 0.0 | $7.3k | 1.0k | 7.34 | |
| Pinterest Cl A (PINS) | 0.0 | $7.3k | 250.00 | 29.00 | |
| Atyr Pharma Com New (ATYR) | 0.0 | $7.2k | 2.0k | 3.62 | |
| Li Auto Sponsored Ads (LI) | 0.0 | $7.2k | 300.00 | 23.99 | |
| Adt (ADT) | 0.0 | $6.9k | 1.0k | 6.91 | |
| Xeris Pharmaceuticals (XERS) | 0.0 | $6.8k | 2.0k | 3.39 | |
| Zoetis Cl A (ZTS) | 0.0 | $6.7k | 41.00 | 162.95 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $6.6k | 145.00 | 45.34 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $6.5k | 35.00 | 184.89 | |
| Royce Global Value Tr (RGT) | 0.0 | $6.4k | 600.00 | 10.72 | |
| Teradyne (TER) | 0.0 | $6.3k | 50.00 | 125.92 | |
| Viatris (VTRS) | 0.0 | $6.2k | 500.00 | 12.45 | |
| Bristol Myers Squibb (BMY) | 0.0 | $6.2k | 110.00 | 56.56 | |
| California Water Service (CWT) | 0.0 | $6.2k | 136.00 | 45.33 | |
| Microbot Med Com New (MBOT) | 0.0 | $6.2k | 5.5k | 1.12 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $6.1k | 100.00 | 60.90 | |
| Acelyrin | 0.0 | $6.0k | 1.9k | 3.14 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.0k | 76.00 | 78.36 | |
| Ecolab (ECL) | 0.0 | $5.9k | 25.00 | 234.32 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $5.6k | 500.00 | 11.29 | |
| Limoneira Company (LMNR) | 0.0 | $5.4k | 222.00 | 24.46 | |
| Janux Therapeutics (JANX) | 0.0 | $5.4k | 100.00 | 53.54 | |
| Cigna Corp (CI) | 0.0 | $5.3k | 19.00 | 280.58 | |
| Analog Devices (ADI) | 0.0 | $5.3k | 25.00 | 212.48 | |
| Scpharmaceuticals (SCPH) | 0.0 | $5.3k | 1.5k | 3.54 | |
| Uniqure Nv SHS (QURE) | 0.0 | $5.3k | 300.00 | 17.66 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $5.3k | 500.00 | 10.51 | |
| Cnh Indl N V SHS (CNH) | 0.0 | $5.1k | 448.00 | 11.33 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $5.0k | 55.00 | 91.69 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.0 | $4.6k | 146.00 | 31.62 | |
| Murphy Usa (MUSA) | 0.0 | $4.5k | 9.00 | 501.78 | |
| Docusign (DOCU) | 0.0 | $4.5k | 50.00 | 89.94 | |
| Dupont De Nemours (DD) | 0.0 | $4.4k | 58.00 | 76.50 | |
| Corning Incorporated (GLW) | 0.0 | $4.4k | 93.00 | 47.41 | |
| Antero Res (AR) | 0.0 | $4.3k | 122.00 | 35.06 | |
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.0 | $4.3k | 80.00 | 53.27 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $4.3k | 20.00 | 212.70 | |
| Block Cl A (XYZ) | 0.0 | $4.3k | 50.00 | 85.00 | |
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $4.1k | 65.00 | 63.75 | |
| Zoom Communications Cl A (ZM) | 0.0 | $4.1k | 50.00 | 81.62 | |
| Celcuity (CELC) | 0.0 | $3.9k | 300.00 | 13.09 | |
| Hp (HPQ) | 0.0 | $3.7k | 113.00 | 32.51 | |
| Encana Corporation (OVV) | 0.0 | $3.6k | 89.00 | 40.51 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $3.5k | 1.0k | 3.50 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $3.4k | 85.00 | 40.41 | |
| Carrier Global Corporation (CARR) | 0.0 | $3.4k | 50.00 | 68.26 | |
| Chewy Cl A (CHWY) | 0.0 | $3.3k | 100.00 | 33.49 | |
| Quantumscape Corp Com Cl A (QS) | 0.0 | $3.3k | 638.00 | 5.19 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $3.3k | 28.00 | 117.50 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $3.3k | 25.00 | 131.32 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $3.1k | 100.00 | 31.44 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $3.1k | 35.00 | 87.91 | |
| Gabelli mutual funds - (GGZ) | 0.0 | $3.0k | 260.00 | 11.70 | |
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $3.0k | 130.00 | 23.26 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $3.0k | 9.00 | 334.33 | |
| Immunic (IMUX) | 0.0 | $3.0k | 3.0k | 1.00 | |
| Vistagen Therapeutics Ord (VTGN) | 0.0 | $3.0k | 1.0k | 2.95 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $2.9k | 28.00 | 104.89 | |
| Sabre (SABR) | 0.0 | $2.9k | 800.00 | 3.65 | |
| Lennar Corp CL B (LEN.B) | 0.0 | $2.9k | 22.00 | 131.14 | |
| Polaris Industries (PII) | 0.0 | $2.9k | 50.00 | 57.62 | |
| Schlumberger Com Stk (SLB) | 0.0 | $2.9k | 75.00 | 38.20 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.8k | 133.00 | 21.31 | |
| Inspira Technologies Oxy Bhn SHS (IINN) | 0.0 | $2.7k | 2.7k | 1.02 | |
| Tilray (TLRY) | 0.0 | $2.7k | 2.0k | 1.33 | |
| Citigroup Com New (C) | 0.0 | $2.5k | 36.00 | 70.42 | |
| Globus Med Cl A (GMED) | 0.0 | $2.5k | 30.00 | 82.73 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $2.4k | 28.00 | 87.36 | |
| Phathom Pharmaceuticals (PHAT) | 0.0 | $2.4k | 300.00 | 8.12 | |
| Castle Biosciences (CSTL) | 0.0 | $2.4k | 90.00 | 26.66 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $2.4k | 36.00 | 65.53 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.0 | $2.4k | 58.00 | 40.66 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $2.3k | 36.00 | 65.08 | |
| Capricor Therapeutics Com New (CAPR) | 0.0 | $2.1k | 150.00 | 13.80 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $2.0k | 40.00 | 51.15 | |
| Loandepot Com Cl A (LDI) | 0.0 | $2.0k | 1.0k | 2.04 | |
| Shopify Note 0.125%11/0 | 0.0 | $2.0k | 2.0k | 1.02 | |
| Target Corporation (TGT) | 0.0 | $2.0k | 15.00 | 135.20 | |
| Godaddy Cl A (GDDY) | 0.0 | $2.0k | 10.00 | 197.40 | |
| Loews Corporation (L) | 0.0 | $1.9k | 23.00 | 84.70 | |
| Camtek Ord (CAMT) | 0.0 | $1.9k | 24.00 | 80.79 | |
| Revelyst Com Shs | 0.0 | $1.9k | 100.00 | 19.23 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $1.9k | 100.00 | 18.80 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.9k | 20.00 | 92.65 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.7k | 9.00 | 190.89 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.7k | 32.00 | 52.19 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.5k | 15.00 | 101.87 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $1.5k | 43.00 | 34.35 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $1.5k | 16.00 | 91.44 | |
| Enzo Biochem (ENZB) | 0.0 | $1.4k | 2.0k | 0.71 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $1.3k | 350.00 | 3.82 | |
| Clorox Company (CLX) | 0.0 | $1.3k | 8.00 | 162.50 | |
| Sangamo Biosciences (SGMO) | 0.0 | $1.3k | 1.2k | 1.02 | |
| Enlivex Therapeutics (ENLV) | 0.0 | $1.2k | 1.0k | 1.17 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $991.000000 | 10.00 | 99.10 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $989.000000 | 20.00 | 49.45 | |
| Mosaic (MOS) | 0.0 | $948.998700 | 39.00 | 24.33 | |
| Twist Bioscience Corp (TWST) | 0.0 | $930.000000 | 20.00 | 46.50 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $876.000000 | 30.00 | 29.20 | |
| Vitesse Energy Common Stock (VTS) | 0.0 | $875.000000 | 35.00 | 25.00 | |
| Posco Holdings Sponsored Adr (PKX) | 0.0 | $868.000000 | 20.00 | 43.40 | |
| Moderna (MRNA) | 0.0 | $832.000000 | 20.00 | 41.60 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $828.000000 | 12.00 | 69.00 | |
| Plug Power Com New (PLUG) | 0.0 | $814.003800 | 382.00 | 2.13 | |
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $750.000000 | 30.00 | 25.00 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $737.000000 | 4.00 | 184.25 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $697.000000 | 82.00 | 8.50 | |
| Spectrum Brands Holding (SPB) | 0.0 | $670.000000 | 8.00 | 83.75 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $667.000000 | 29.00 | 23.00 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $647.000200 | 11.00 | 58.82 | |
| Ford Motor Company (F) | 0.0 | $644.000500 | 65.00 | 9.91 | |
| Actinium Pharmaceuticals (ATNM) | 0.0 | $630.000000 | 500.00 | 1.26 | |
| Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.0 | $621.000000 | 75.00 | 8.28 | |
| Super Micro Computer Com New (SMCI) | 0.0 | $610.000000 | 20.00 | 30.50 | |
| Digital World Acquisition Co Class A (DJT) | 0.0 | $546.000000 | 16.00 | 34.12 | |
| Volatility Shs Tr 2x Ether Etf | 0.0 | $507.000000 | 65.00 | 7.80 | |
| Hldgs (UAL) | 0.0 | $486.000000 | 5.00 | 97.20 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $468.999400 | 17.00 | 27.59 | |
| Wayfair Cl A (W) | 0.0 | $444.000000 | 10.00 | 44.40 | |
| Fubotv (FUBO) | 0.0 | $378.000000 | 300.00 | 1.26 | |
| Smucker J M Com New (SJM) | 0.0 | $305.000100 | 3.00 | 101.67 | |
| Cellectar Biosciences Com New | 0.0 | $299.000000 | 1.0k | 0.30 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $285.000000 | 12.00 | 23.75 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $266.000000 | 20.00 | 13.30 | |
| Beyond Meat (BYND) | 0.0 | $226.002000 | 60.00 | 3.77 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $225.000000 | 4.00 | 56.25 | |
| Wabtec Corporation (WAB) | 0.0 | $195.000000 | 1.00 | 195.00 | |
| Stoneco Com Cl A (STNE) | 0.0 | $160.000000 | 20.00 | 8.00 | |
| Lucid Group | 0.0 | $135.999000 | 45.00 | 3.02 | |
| Aurora Cannabis (ACB) | 0.0 | $136.000000 | 32.00 | 4.25 | |
| Lemonade (LMND) | 0.0 | $111.000000 | 3.00 | 37.00 | |
| Toast Cl A (TOST) | 0.0 | $110.000100 | 3.00 | 36.67 | |
| Xos (XOS) | 0.0 | $71.999400 | 22.00 | 3.27 | |
| SYSCO Corporation (SYY) | 0.0 | $58.000000 | 1.00 | 58.00 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $52.000000 | 1.00 | 52.00 | |
| Q32 Bio (QTTB) | 0.0 | $37.999500 | 11.00 | 3.45 | |
| Lumen Technologies (LUMN) | 0.0 | $27.000000 | 5.00 | 5.40 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 0.0 | $12.000000 | 1.00 | 12.00 | |
| Pharmacyte Biotech Com New (PMCB) | 0.0 | $8.000000 | 5.00 | 1.60 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $6.000000 | 2.00 | 3.00 |