Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
4.1 |
$60M |
|
505k |
119.61 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.5 |
$52M |
|
90k |
576.82 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
3.4 |
$51M |
|
96k |
527.67 |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
2.6 |
$39M |
|
825k |
47.21 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.6 |
$38M |
|
79k |
488.07 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.2 |
$32M |
|
612k |
52.81 |
International Business Machines
(IBM)
|
1.7 |
$25M |
|
115k |
221.08 |
Exxon Mobil Corporation
(XOM)
|
1.6 |
$24M |
|
206k |
117.22 |
CVS Caremark Corporation
(CVS)
|
1.6 |
$24M |
|
382k |
62.88 |
JPMorgan Chase & Co.
(JPM)
|
1.6 |
$24M |
|
113k |
210.86 |
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
1.6 |
$24M |
|
698k |
33.71 |
Cisco Systems
(CSCO)
|
1.6 |
$23M |
|
439k |
53.22 |
Johnson & Johnson
(JNJ)
|
1.5 |
$22M |
|
137k |
162.06 |
Hp
(HPQ)
|
1.5 |
$22M |
|
613k |
35.87 |
Shell Spon Ads
(SHEL)
|
1.5 |
$22M |
|
329k |
65.95 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
1.5 |
$22M |
|
317k |
67.85 |
Tapestry
(TPR)
|
1.5 |
$21M |
|
454k |
46.98 |
Emerson Electric
(EMR)
|
1.4 |
$21M |
|
190k |
109.37 |
Merck & Co
(MRK)
|
1.4 |
$21M |
|
181k |
113.56 |
Raytheon Technologies Corp
(RTX)
|
1.4 |
$21M |
|
170k |
121.16 |
Wells Fargo & Company
(WFC)
|
1.4 |
$20M |
|
360k |
56.49 |
Atmos Energy Corporation
(ATO)
|
1.3 |
$20M |
|
140k |
138.71 |
Philip Morris International
(PM)
|
1.3 |
$19M |
|
158k |
121.40 |
Kellogg Company
(K)
|
1.3 |
$19M |
|
237k |
80.71 |
Broadcom
(AVGO)
|
1.3 |
$19M |
|
109k |
172.50 |
Medtronic SHS
(MDT)
|
1.3 |
$19M |
|
208k |
90.03 |
ConocoPhillips
(COP)
|
1.3 |
$19M |
|
177k |
105.28 |
Stanley Black & Decker
(SWK)
|
1.2 |
$18M |
|
162k |
110.13 |
Truist Financial Corp equities
(TFC)
|
1.2 |
$18M |
|
413k |
42.77 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.2 |
$17M |
|
277k |
62.32 |
Kimberly-Clark Corporation
(KMB)
|
1.2 |
$17M |
|
121k |
142.28 |
Genuine Parts Company
(GPC)
|
1.2 |
$17M |
|
122k |
139.68 |
Chevron Corporation
(CVX)
|
1.2 |
$17M |
|
115k |
147.27 |
Dow
(DOW)
|
1.1 |
$16M |
|
297k |
54.63 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.1 |
$16M |
|
338k |
47.85 |
United Parcel Service CL B
(UPS)
|
1.1 |
$16M |
|
119k |
136.34 |
Ventas
(VTR)
|
1.1 |
$16M |
|
252k |
64.13 |
Pfizer
(PFE)
|
1.1 |
$16M |
|
553k |
28.94 |
Us Bancorp Del Com New
(USB)
|
1.1 |
$16M |
|
344k |
45.73 |
Fidelity National Information Services
(FIS)
|
1.1 |
$16M |
|
188k |
83.75 |
Duke Energy Corp Com New
(DUK)
|
1.1 |
$16M |
|
135k |
115.30 |
Verizon Communications
(VZ)
|
1.0 |
$15M |
|
343k |
44.91 |
Prudential Financial
(PRU)
|
1.0 |
$15M |
|
127k |
121.10 |
Bristol Myers Squibb
(BMY)
|
1.0 |
$15M |
|
296k |
51.74 |
MetLife
(MET)
|
1.0 |
$15M |
|
182k |
82.48 |
Smucker J M Com New
(SJM)
|
1.0 |
$15M |
|
123k |
121.10 |
Altshares Trust Merger Arbitrage
(ARB)
|
1.0 |
$15M |
|
539k |
27.72 |
Mondelez Intl Cl A
(MDLZ)
|
1.0 |
$15M |
|
201k |
73.67 |
At&t
(T)
|
1.0 |
$15M |
|
668k |
22.00 |
Bank of New York Mellon Corporation
(BK)
|
1.0 |
$14M |
|
196k |
71.86 |
Best Buy
(BBY)
|
0.9 |
$14M |
|
135k |
103.30 |
Target Corporation
(TGT)
|
0.9 |
$13M |
|
85k |
155.86 |
Travelers Companies
(TRV)
|
0.8 |
$12M |
|
53k |
234.12 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.8 |
$12M |
|
138k |
83.75 |
International Flavors & Fragrances
(IFF)
|
0.8 |
$11M |
|
108k |
104.93 |
NiSource
(NI)
|
0.8 |
$11M |
|
323k |
34.65 |
Spdr Ser Tr Bloomberg Sht Te
(SJNK)
|
0.7 |
$11M |
|
420k |
25.75 |
Simon Property
(SPG)
|
0.7 |
$11M |
|
64k |
169.02 |
Comcast Corp Cl A
(CMCSA)
|
0.7 |
$11M |
|
258k |
41.77 |
Devon Energy Corporation
(DVN)
|
0.7 |
$10M |
|
265k |
39.12 |
Apple
(AAPL)
|
0.7 |
$10M |
|
43k |
233.00 |
Hewlett Packard Enterprise
(HPE)
|
0.7 |
$9.9M |
|
483k |
20.46 |
National Fuel Gas
(NFG)
|
0.7 |
$9.6M |
|
159k |
60.61 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.6 |
$9.4M |
|
96k |
98.10 |
Lockheed Martin Corporation
(LMT)
|
0.6 |
$8.2M |
|
14k |
584.55 |
Microsoft Corporation
(MSFT)
|
0.5 |
$6.8M |
|
16k |
430.31 |
Schlumberger Com Stk
(SLB)
|
0.4 |
$6.3M |
|
150k |
41.95 |
Home Depot
(HD)
|
0.4 |
$6.2M |
|
15k |
405.19 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$6.1M |
|
11k |
573.75 |
Dollar General
(DG)
|
0.4 |
$6.0M |
|
71k |
84.57 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.4 |
$5.9M |
|
98k |
60.42 |
Dbx Etf Tr Xtrackers Shrt
(SHYL)
|
0.4 |
$5.9M |
|
128k |
45.62 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.4 |
$5.6M |
|
48k |
116.96 |
Ishares Tr Core Msci Intl
(IDEV)
|
0.4 |
$5.6M |
|
78k |
70.83 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$5.4M |
|
19k |
283.16 |
Spdr Ser Tr Port Mtg Bk Etf
(SPMB)
|
0.4 |
$5.4M |
|
238k |
22.53 |
Nucor Corporation
(NUE)
|
0.3 |
$4.8M |
|
32k |
150.34 |
PPL Corporation
(PPL)
|
0.3 |
$4.6M |
|
140k |
33.08 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$4.5M |
|
60k |
75.11 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.3 |
$4.3M |
|
52k |
83.09 |
Kohl's Corporation
(KSS)
|
0.3 |
$4.3M |
|
206k |
21.10 |
Intel Corporation
(INTC)
|
0.3 |
$4.2M |
|
181k |
23.46 |
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$4.1M |
|
72k |
57.41 |
Bank of America Corporation
(BAC)
|
0.3 |
$4.0M |
|
101k |
39.68 |
Key
(KEY)
|
0.3 |
$3.9M |
|
232k |
16.75 |
Tyson Foods Cl A
(TSN)
|
0.3 |
$3.8M |
|
65k |
59.56 |
M&T Bank Corporation
(MTB)
|
0.2 |
$3.3M |
|
18k |
178.12 |
Eaton Corp SHS
(ETN)
|
0.2 |
$3.2M |
|
9.7k |
331.44 |
FedEx Corporation
(FDX)
|
0.2 |
$3.0M |
|
11k |
273.68 |
Wal-Mart Stores
(WMT)
|
0.2 |
$3.0M |
|
37k |
80.75 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.2 |
$3.0M |
|
61k |
48.59 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$2.8M |
|
23k |
121.44 |
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$2.8M |
|
11k |
263.29 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.2 |
$2.8M |
|
16k |
174.50 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$2.7M |
|
3.1k |
886.52 |
Lincoln National Corporation
(LNC)
|
0.2 |
$2.7M |
|
85k |
31.51 |
Capital One Financial
(COF)
|
0.2 |
$2.6M |
|
17k |
149.73 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
0.2 |
$2.5M |
|
48k |
52.86 |
Skyworks Solutions
(SWKS)
|
0.2 |
$2.5M |
|
25k |
98.77 |
Organon & Co Common Stock
(OGN)
|
0.2 |
$2.4M |
|
128k |
19.13 |
Dbx Etf Tr Xtrackers S&p
(SNPE)
|
0.2 |
$2.2M |
|
43k |
52.58 |
New York Life Investments Et Nyli Merger Arbi
(MNA)
|
0.2 |
$2.2M |
|
67k |
32.88 |
Quanta Services
(PWR)
|
0.1 |
$2.2M |
|
7.3k |
298.15 |
TJX Companies
(TJX)
|
0.1 |
$2.2M |
|
18k |
117.54 |
Hanesbrands
(HBI)
|
0.1 |
$2.1M |
|
280k |
7.35 |
Dominion Resources
(D)
|
0.1 |
$2.0M |
|
35k |
57.79 |
Trane Technologies SHS
(TT)
|
0.1 |
$2.0M |
|
5.0k |
388.73 |
Vanguard World Inf Tech Etf
(VGT)
|
0.1 |
$1.9M |
|
3.3k |
586.52 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.1 |
$1.7M |
|
20k |
82.94 |
Procter & Gamble Company
(PG)
|
0.1 |
$1.5M |
|
8.8k |
173.20 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.5M |
|
24k |
63.00 |
Paramount Global Class B Com
(PARA)
|
0.1 |
$1.5M |
|
140k |
10.62 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$1.5M |
|
5.6k |
263.85 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$1.5M |
|
9.5k |
153.13 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.1 |
$1.4M |
|
22k |
64.74 |
Visa Com Cl A
(V)
|
0.1 |
$1.4M |
|
5.1k |
274.96 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$1.4M |
|
11k |
125.62 |
Bwx Technologies
(BWXT)
|
0.1 |
$1.4M |
|
13k |
108.70 |
Ishares Tr Mbs Etf
(MBB)
|
0.1 |
$1.3M |
|
14k |
95.81 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$1.3M |
|
2.7k |
493.80 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$1.3M |
|
5.7k |
220.89 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.2M |
|
6.3k |
198.06 |
Dell Technologies CL C
(DELL)
|
0.1 |
$1.2M |
|
10k |
118.54 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.1 |
$1.1M |
|
28k |
41.69 |
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.1 |
$1.1M |
|
43k |
25.16 |
American Express Company
(AXP)
|
0.1 |
$1.1M |
|
4.0k |
271.20 |
Lowe's Companies
(LOW)
|
0.1 |
$1.0M |
|
3.9k |
270.85 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.1 |
$1.0M |
|
25k |
41.28 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.1 |
$1.0M |
|
20k |
50.60 |
Analog Devices
(ADI)
|
0.1 |
$998k |
|
4.3k |
230.17 |
Amazon
(AMZN)
|
0.1 |
$980k |
|
5.3k |
186.35 |
Meta Platforms Cl A
(META)
|
0.1 |
$951k |
|
1.7k |
572.44 |
Ford Motor Company
(F)
|
0.1 |
$944k |
|
89k |
10.56 |
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.1 |
$919k |
|
41k |
22.70 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$871k |
|
17k |
51.50 |
Abbvie
(ABBV)
|
0.1 |
$855k |
|
4.3k |
197.48 |
Ishares Tr Core Total Usd
(IUSB)
|
0.1 |
$842k |
|
18k |
47.12 |
Applied Materials
(AMAT)
|
0.1 |
$781k |
|
3.9k |
202.05 |
Pepsi
(PEP)
|
0.1 |
$759k |
|
4.5k |
170.05 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$743k |
|
1.6k |
460.34 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.0 |
$732k |
|
20k |
37.56 |
Spdr Ser Tr Bloomberg 1-3 Mo
(BIL)
|
0.0 |
$725k |
|
7.9k |
91.82 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$717k |
|
9.1k |
78.69 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.0 |
$691k |
|
8.9k |
78.05 |
Freeport-mcmoran CL B
(FCX)
|
0.0 |
$627k |
|
13k |
49.92 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.0 |
$612k |
|
3.7k |
165.85 |
Ftai Aviation SHS
(FTAI)
|
0.0 |
$598k |
|
4.5k |
132.90 |
Qualcomm
(QCOM)
|
0.0 |
$585k |
|
3.4k |
170.05 |
Ishares Tr Core Msci Total
(IXUS)
|
0.0 |
$554k |
|
7.6k |
72.63 |
Dbx Etf Tr Xtrackers Msci
(EASG)
|
0.0 |
$553k |
|
17k |
32.91 |
Select Sector Spdr Tr Financial
(XLF)
|
0.0 |
$543k |
|
12k |
45.32 |
Walgreen Boots Alliance
(WBA)
|
0.0 |
$536k |
|
60k |
8.96 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.0 |
$534k |
|
4.2k |
126.18 |
Southern Company
(SO)
|
0.0 |
$527k |
|
5.8k |
90.18 |
S&p Global
(SPGI)
|
0.0 |
$517k |
|
1.0k |
516.62 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.0 |
$461k |
|
5.8k |
79.42 |
Caterpillar
(CAT)
|
0.0 |
$440k |
|
1.1k |
391.12 |
Adobe Systems Incorporated
(ADBE)
|
0.0 |
$435k |
|
840.00 |
517.78 |
Ge Aerospace Com New
(GE)
|
0.0 |
$430k |
|
2.3k |
188.58 |
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
0.0 |
$413k |
|
6.7k |
61.54 |
Boot Barn Hldgs
(BOOT)
|
0.0 |
$408k |
|
2.4k |
167.28 |
Agilent Technologies Inc C ommon
(A)
|
0.0 |
$394k |
|
2.7k |
148.49 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$392k |
|
1.6k |
243.06 |
salesforce
(CRM)
|
0.0 |
$383k |
|
1.4k |
273.71 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.0 |
$380k |
|
7.4k |
51.04 |
Texas Capital Bancshares
(TCBI)
|
0.0 |
$372k |
|
5.2k |
71.46 |
Dbx Etf Tr Xtrack Hrvst Csi
(ASHR)
|
0.0 |
$369k |
|
13k |
28.59 |
Nushares Etf Tr Esg Hi Tld Crp
(NUHY)
|
0.0 |
$349k |
|
16k |
21.70 |
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$344k |
|
2.5k |
135.07 |
Ishares Tr Esg Scrd S&p Mid
(XJH)
|
0.0 |
$337k |
|
8.0k |
42.29 |
Dbx Etf Tr Xtkr Msci Emrg
(EMSG)
|
0.0 |
$332k |
|
12k |
28.46 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.0 |
$330k |
|
14k |
23.45 |
Cummins
(CMI)
|
0.0 |
$324k |
|
1.0k |
323.79 |
Monster Beverage Corp
(MNST)
|
0.0 |
$303k |
|
5.8k |
52.17 |
3M Company
(MMM)
|
0.0 |
$292k |
|
2.1k |
136.70 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$280k |
|
729.00 |
383.93 |
Ishares Tr Usd Inv Grde Etf
(USIG)
|
0.0 |
$253k |
|
4.8k |
52.58 |
Coca-Cola Company
(KO)
|
0.0 |
$240k |
|
3.3k |
71.86 |
Norfolk Southern
(NSC)
|
0.0 |
$230k |
|
925.00 |
248.50 |
Corteva
(CTVA)
|
0.0 |
$223k |
|
3.8k |
58.79 |
UnitedHealth
(UNH)
|
0.0 |
$220k |
|
376.00 |
585.10 |
CSX Corporation
(CSX)
|
0.0 |
$218k |
|
6.3k |
34.53 |
Global X Fds 1-3 Month T-bill
(CLIP)
|
0.0 |
$217k |
|
2.2k |
100.50 |
Crescent Energy Company Cl A Com
(CRGY)
|
0.0 |
$159k |
|
15k |
10.95 |
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.0 |
$107k |
|
12k |
9.12 |
Ftai Infrastructure Common Stock
(FIP)
|
0.0 |
$98k |
|
11k |
9.36 |