|
Ishares Tr Core S&p500 Etf
(IVV)
|
4.5 |
$63M |
|
102k |
620.90 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
3.7 |
$52M |
|
92k |
568.03 |
|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
3.5 |
$50M |
|
420k |
119.09 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
3.1 |
$45M |
|
81k |
551.64 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
2.8 |
$40M |
|
855k |
46.34 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.6 |
$38M |
|
657k |
57.01 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
2.1 |
$30M |
|
1.2M |
24.44 |
|
CVS Caremark Corporation
(CVS)
|
2.0 |
$28M |
|
410k |
68.98 |
|
JPMorgan Chase & Co.
(JPM)
|
1.9 |
$27M |
|
93k |
289.91 |
|
Cisco Systems
(CSCO)
|
1.9 |
$27M |
|
384k |
69.38 |
|
Spdr Series Trust Portfolio Intrmd
(SPIB)
|
1.8 |
$26M |
|
773k |
33.58 |
|
Wells Fargo & Company
(WFC)
|
1.8 |
$25M |
|
313k |
80.12 |
|
Emerson Electric
(EMR)
|
1.6 |
$22M |
|
167k |
133.33 |
|
Mondelez Intl Cl A
(MDLZ)
|
1.5 |
$21M |
|
310k |
67.44 |
|
Raytheon Technologies Corp
(RTX)
|
1.4 |
$20M |
|
139k |
146.02 |
|
Shell Spon Ads
(SHEL)
|
1.4 |
$20M |
|
288k |
70.41 |
|
Johnson & Johnson
(JNJ)
|
1.3 |
$19M |
|
124k |
152.75 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
1.3 |
$19M |
|
215k |
88.25 |
|
Truist Financial Corp equities
(TFC)
|
1.3 |
$19M |
|
437k |
42.99 |
|
Exxon Mobil Corporation
(XOM)
|
1.3 |
$18M |
|
170k |
107.80 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.2 |
$18M |
|
356k |
49.46 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.2 |
$17M |
|
274k |
62.02 |
|
United Parcel Service CL B
(UPS)
|
1.2 |
$17M |
|
168k |
100.94 |
|
Philip Morris International
(PM)
|
1.2 |
$17M |
|
93k |
182.13 |
|
Altshares Trust Merger Arbitrage
(ARB)
|
1.2 |
$16M |
|
575k |
28.49 |
|
Medtronic SHS
(MDT)
|
1.1 |
$16M |
|
186k |
87.17 |
|
Corning Incorporated
(GLW)
|
1.1 |
$16M |
|
307k |
52.59 |
|
Smucker J M Com New
(SJM)
|
1.1 |
$16M |
|
163k |
98.20 |
|
Us Bancorp Del Com New
(USB)
|
1.1 |
$16M |
|
352k |
45.25 |
|
Texas Instruments Incorporated
(TXN)
|
1.1 |
$16M |
|
76k |
207.62 |
|
Hewlett Packard Enterprise
(HPE)
|
1.0 |
$15M |
|
726k |
20.45 |
|
Fidelity National Information Services
(FIS)
|
1.0 |
$15M |
|
182k |
81.41 |
|
Stanley Black & Decker
(SWK)
|
1.0 |
$15M |
|
218k |
67.75 |
|
Chevron Corporation
(CVX)
|
1.0 |
$15M |
|
102k |
143.19 |
|
Hp
(HPQ)
|
1.0 |
$14M |
|
590k |
24.46 |
|
Duke Energy Corp Com New
(DUK)
|
1.0 |
$14M |
|
120k |
118.00 |
|
Kimberly-Clark Corporation
(KMB)
|
1.0 |
$14M |
|
109k |
128.92 |
|
ConocoPhillips
(COP)
|
1.0 |
$14M |
|
155k |
89.74 |
|
Best Buy
(BBY)
|
0.9 |
$13M |
|
200k |
67.13 |
|
NiSource
(NI)
|
0.9 |
$13M |
|
325k |
40.34 |
|
Verizon Communications
(VZ)
|
0.9 |
$13M |
|
295k |
43.27 |
|
Comcast Corp Cl A
(CMCSA)
|
0.9 |
$13M |
|
356k |
35.69 |
|
Pfizer
(PFE)
|
0.9 |
$13M |
|
522k |
24.24 |
|
Bristol Myers Squibb
(BMY)
|
0.9 |
$13M |
|
271k |
46.29 |
|
Genuine Parts Company
(GPC)
|
0.9 |
$13M |
|
103k |
121.31 |
|
Prudential Financial
(PRU)
|
0.9 |
$12M |
|
115k |
107.44 |
|
Travelers Companies
(TRV)
|
0.9 |
$12M |
|
46k |
267.54 |
|
MetLife
(MET)
|
0.8 |
$12M |
|
148k |
80.42 |
|
International Business Machines
(IBM)
|
0.8 |
$12M |
|
40k |
294.78 |
|
Merck & Co
(MRK)
|
0.8 |
$12M |
|
147k |
79.16 |
|
Dollar General
(DG)
|
0.8 |
$12M |
|
101k |
114.38 |
|
Ventas
(VTR)
|
0.8 |
$11M |
|
179k |
63.15 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.8 |
$11M |
|
131k |
82.92 |
|
At&t
(T)
|
0.8 |
$11M |
|
368k |
28.94 |
|
International Flavors & Fragrances
(IFF)
|
0.7 |
$11M |
|
144k |
73.55 |
|
Target Corporation
(TGT)
|
0.7 |
$11M |
|
107k |
98.65 |
|
Spdr Series Trust Bloomberg Sht Te
(SJNK)
|
0.7 |
$10M |
|
404k |
25.48 |
|
PPG Industries
(PPG)
|
0.7 |
$9.3M |
|
82k |
113.75 |
|
Devon Energy Corporation
(DVN)
|
0.6 |
$8.8M |
|
276k |
31.81 |
|
Microsoft Corporation
(MSFT)
|
0.6 |
$8.4M |
|
17k |
497.42 |
|
Lockheed Martin Corporation
(LMT)
|
0.6 |
$7.9M |
|
17k |
463.14 |
|
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.5 |
$7.5M |
|
129k |
57.86 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.5 |
$7.3M |
|
261k |
28.05 |
|
State Street Corporation
(STT)
|
0.5 |
$7.3M |
|
69k |
106.34 |
|
Apple
(AAPL)
|
0.5 |
$7.2M |
|
35k |
205.17 |
|
ConAgra Foods
(CAG)
|
0.5 |
$7.2M |
|
351k |
20.47 |
|
Dbx Etf Tr Xtrackers Shrt
(SHYL)
|
0.5 |
$7.1M |
|
157k |
45.32 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.5 |
$6.8M |
|
90k |
76.04 |
|
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.5 |
$6.8M |
|
35k |
197.22 |
|
Tapestry
(TPR)
|
0.5 |
$6.5M |
|
74k |
87.81 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$6.4M |
|
10k |
617.87 |
|
Simon Property
(SPG)
|
0.4 |
$6.4M |
|
40k |
160.76 |
|
SYSCO Corporation
(SYY)
|
0.4 |
$6.3M |
|
83k |
75.74 |
|
National Fuel Gas
(NFG)
|
0.4 |
$6.1M |
|
73k |
84.71 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.4 |
$6.0M |
|
100k |
59.81 |
|
Home Depot
(HD)
|
0.4 |
$5.8M |
|
16k |
366.63 |
|
Bank of New York Mellon Corporation
(BK)
|
0.4 |
$5.5M |
|
60k |
91.11 |
|
Schlumberger Com Stk
(SLB)
|
0.4 |
$5.4M |
|
159k |
33.80 |
|
Spdr Series Trust Port Mtg Bk Etf
(SPMB)
|
0.4 |
$5.3M |
|
240k |
22.10 |
|
Broadcom
(AVGO)
|
0.4 |
$5.2M |
|
19k |
275.64 |
|
Atmos Energy Corporation
(ATO)
|
0.4 |
$5.1M |
|
33k |
154.11 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.3 |
$4.7M |
|
43k |
109.29 |
|
Bank of America Corporation
(BAC)
|
0.3 |
$4.7M |
|
99k |
47.32 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$4.2M |
|
14k |
303.93 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$4.2M |
|
69k |
60.03 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.3 |
$4.1M |
|
56k |
73.63 |
|
Vanguard Scottsdale Fds Long Term Treas
(VGLT)
|
0.3 |
$3.8M |
|
68k |
56.12 |
|
NVIDIA Corporation
(NVDA)
|
0.3 |
$3.6M |
|
23k |
157.99 |
|
Capital One Financial
(COF)
|
0.2 |
$3.5M |
|
17k |
212.76 |
|
Eaton Corp SHS
(ETN)
|
0.2 |
$3.3M |
|
9.3k |
356.99 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$3.1M |
|
11k |
285.29 |
|
Kellogg Company
(K)
|
0.2 |
$3.0M |
|
37k |
79.53 |
|
Nucor Corporation
(NUE)
|
0.2 |
$2.9M |
|
22k |
129.54 |
|
Quanta Services
(PWR)
|
0.2 |
$2.7M |
|
7.2k |
378.08 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$2.7M |
|
28k |
97.78 |
|
Dow
(DOW)
|
0.2 |
$2.7M |
|
101k |
26.48 |
|
FedEx Corporation
(FDX)
|
0.2 |
$2.6M |
|
11k |
227.31 |
|
Intel Corporation
(INTC)
|
0.2 |
$2.5M |
|
113k |
22.40 |
|
Vanguard World Inf Tech Etf
(VGT)
|
0.2 |
$2.3M |
|
3.5k |
663.28 |
|
PPL Corporation
(PPL)
|
0.2 |
$2.3M |
|
67k |
33.89 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.2 |
$2.2M |
|
3.00 |
728800.00 |
|
New York Life Investments Et Nyli Merger Arbi
(MNA)
|
0.2 |
$2.2M |
|
62k |
35.27 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$2.1M |
|
2.1k |
989.94 |
|
Lincoln National Corporation
(LNC)
|
0.1 |
$2.1M |
|
60k |
34.60 |
|
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$2.0M |
|
43k |
47.54 |
|
Dominion Resources
(D)
|
0.1 |
$1.9M |
|
35k |
56.52 |
|
Key
(KEY)
|
0.1 |
$1.9M |
|
112k |
17.42 |
|
Dbx Etf Tr Xtrackrs S&p 500
(SNPE)
|
0.1 |
$1.8M |
|
32k |
55.30 |
|
Tyson Foods Cl A
(TSN)
|
0.1 |
$1.8M |
|
32k |
55.94 |
|
Trane Technologies SHS
(TT)
|
0.1 |
$1.7M |
|
4.0k |
437.41 |
|
M&T Bank Corporation
(MTB)
|
0.1 |
$1.7M |
|
8.8k |
194.00 |
|
TJX Companies
(TJX)
|
0.1 |
$1.7M |
|
14k |
123.49 |
|
Freeport-mcmoran CL B
(FCX)
|
0.1 |
$1.7M |
|
39k |
43.35 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$1.7M |
|
66k |
25.30 |
|
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.1 |
$1.6M |
|
39k |
42.74 |
|
Spdr Series Trust Prtflo S&p500 Vl
(SPYV)
|
0.1 |
$1.6M |
|
31k |
52.34 |
|
Visa Com Cl A
(V)
|
0.1 |
$1.5M |
|
4.2k |
355.05 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.5M |
|
22k |
67.22 |
|
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$1.5M |
|
11k |
135.04 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$1.4M |
|
5.1k |
279.83 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$1.4M |
|
9.0k |
159.32 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$1.4M |
|
9.5k |
149.58 |
|
Ishares Tr Mbs Etf
(MBB)
|
0.1 |
$1.4M |
|
15k |
93.89 |
|
Spdr Series Trust Prtflo S&p500 Gw
(SPYG)
|
0.1 |
$1.4M |
|
14k |
95.32 |
|
Dell Technologies CL C
(DELL)
|
0.1 |
$1.3M |
|
11k |
122.60 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.3M |
|
6.3k |
204.67 |
|
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$1.2M |
|
2.2k |
561.94 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$1.2M |
|
5.7k |
215.79 |
|
Meta Platforms Cl A
(META)
|
0.1 |
$1.2M |
|
1.6k |
738.09 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.1 |
$1.2M |
|
28k |
42.28 |
|
Organon & Co Common Stock
(OGN)
|
0.1 |
$1.2M |
|
119k |
9.68 |
|
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
0.1 |
$1.1M |
|
45k |
25.03 |
|
Amazon
(AMZN)
|
0.1 |
$1.1M |
|
5.1k |
219.41 |
|
Analog Devices
(ADI)
|
0.1 |
$1.1M |
|
4.4k |
238.02 |
|
Ford Motor Company
(F)
|
0.1 |
$901k |
|
83k |
10.85 |
|
Skyworks Solutions
(SWKS)
|
0.1 |
$872k |
|
12k |
74.52 |
|
Paramount Global Class B Com
(PARA)
|
0.1 |
$871k |
|
68k |
12.90 |
|
Ishares Tr Core Total Usd
(IUSB)
|
0.1 |
$835k |
|
18k |
46.23 |
|
Global X Fds 1-3 Month T-bill
(CLIP)
|
0.1 |
$830k |
|
8.3k |
100.42 |
|
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.1 |
$821k |
|
33k |
25.17 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$808k |
|
9.7k |
83.48 |
|
Abbvie
(ABBV)
|
0.1 |
$798k |
|
4.3k |
185.62 |
|
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.1 |
$790k |
|
36k |
22.26 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.0 |
$691k |
|
1.4k |
485.87 |
|
Pepsi
(PEP)
|
0.0 |
$635k |
|
4.8k |
132.04 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.0 |
$627k |
|
12k |
52.37 |
|
Applied Materials
(AMAT)
|
0.0 |
$618k |
|
3.4k |
183.07 |
|
Hanesbrands
(HBI)
|
0.0 |
$610k |
|
133k |
4.58 |
|
Ge Aerospace Com New
(GE)
|
0.0 |
$587k |
|
2.3k |
257.39 |
|
Ishares Tr Core Msci Total
(IXUS)
|
0.0 |
$562k |
|
7.3k |
77.31 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.0 |
$554k |
|
4.1k |
135.30 |
|
Qualcomm
(QCOM)
|
0.0 |
$545k |
|
3.4k |
159.26 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$488k |
|
1.6k |
304.83 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.0 |
$460k |
|
5.8k |
79.50 |
|
Southern Company
(SO)
|
0.0 |
$459k |
|
5.0k |
91.83 |
|
Kohl's Corporation
(KSS)
|
0.0 |
$432k |
|
51k |
8.48 |
|
Dbx Etf Tr Xtrackers Msci
(EASG)
|
0.0 |
$432k |
|
13k |
33.68 |
|
Caterpillar
(CAT)
|
0.0 |
$427k |
|
1.1k |
388.21 |
|
Texas Capital Bancshares
(TCBI)
|
0.0 |
$413k |
|
5.2k |
79.40 |
|
Ftai Aviation SHS
(FTAI)
|
0.0 |
$403k |
|
3.5k |
115.04 |
|
salesforce
(CRM)
|
0.0 |
$385k |
|
1.4k |
272.69 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.0 |
$380k |
|
7.4k |
51.02 |
|
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$376k |
|
4.8k |
78.70 |
|
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.0 |
$373k |
|
9.2k |
40.49 |
|
Boot Barn Hldgs
(BOOT)
|
0.0 |
$371k |
|
2.4k |
152.00 |
|
Ishares Tr Select Divid Etf
(DVY)
|
0.0 |
$338k |
|
2.5k |
132.81 |
|
3M Company
(MMM)
|
0.0 |
$319k |
|
2.1k |
152.24 |
|
Agilent Technologies Inc C ommon
(A)
|
0.0 |
$313k |
|
2.7k |
118.02 |
|
Spdr Series Trust Bloomberg 1-3 Mo
(BIL)
|
0.0 |
$304k |
|
3.3k |
91.73 |
|
Ge Vernova
(GEV)
|
0.0 |
$301k |
|
569.00 |
529.15 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
0.0 |
$295k |
|
1.7k |
176.23 |
|
Ishares Tr Esg Select Scre
(XJH)
|
0.0 |
$285k |
|
6.9k |
41.50 |
|
Goldman Sachs
(GS)
|
0.0 |
$283k |
|
400.00 |
707.75 |
|
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.0 |
$251k |
|
11k |
23.83 |
|
Dbx Etf Tr Xtrackers Msci E
(EMCS)
|
0.0 |
$244k |
|
7.8k |
31.22 |
|
Norfolk Southern
(NSC)
|
0.0 |
$237k |
|
925.00 |
255.97 |
|
Spdr Series Trust S&p 500 Esg Etf
(EFIV)
|
0.0 |
$217k |
|
3.7k |
58.55 |
|
Coca-Cola Company
(KO)
|
0.0 |
$216k |
|
3.1k |
70.75 |
|
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.0 |
$212k |
|
2.6k |
80.65 |
|
CSX Corporation
(CSX)
|
0.0 |
$206k |
|
6.3k |
32.63 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$205k |
|
468.00 |
438.40 |
|
Nushares Etf Tr Esg Hi Tld Crp
(NUHY)
|
0.0 |
$204k |
|
9.4k |
21.71 |
|
Ishares Tr Esg Advncd Hy Bd
(HYXF)
|
0.0 |
$200k |
|
4.2k |
47.50 |
|
Crescent Energy Company Cl A Com
(CRGY)
|
0.0 |
$125k |
|
15k |
8.60 |
|
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.0 |
$102k |
|
12k |
8.68 |
|
Ftai Infrastructure Common Stock
(FIP)
|
0.0 |
$65k |
|
11k |
6.17 |