Cary Street Partners Financial

Cary Street Partners Financial as of March 31, 2026

Portfolio Holdings for Cary Street Partners Financial

Cary Street Partners Financial holds 985 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Value Etf Etf (VTV) 3.2 $129M 659k 196.20
Apple Stock (AAPL) 3.0 $120M 472k 253.79
Vanguard Growth Etf Etf (VUG) 2.3 $91M 241k 378.74
Microsoft Corp Stock (MSFT) 1.9 $77M 207k 370.17
Fairlead Tactical Sector ETF Etf (TACK) 1.8 $75M 2.5M 30.40
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $67M 234k 286.86
Tcw Flexible Income Etf Etf (FLXR) 1.5 $60M 1.5M 39.27
Ishares Msci Eafe Growth Etf Etf (EFG) 1.5 $59M 526k 111.37
Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.4 $55M 975k 56.68
Jpmorgan Income Etf Etf (JPIE) 1.3 $52M 1.1M 46.07
Ishares Msci Eafe Value Etf Etf (EFV) 1.3 $52M 731k 70.92
Vanguard Small-cap Etf Etf (VB) 1.3 $51M 195k 261.92
Amazon Stock (AMZN) 1.2 $47M 226k 208.27
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $45M 156k 287.56
Jpmorgan Active Growth Etf Etf (JGRO) 1.1 $44M 525k 84.52
Nvidia Corporation Stock (NVDA) 1.0 $42M 238k 174.40
Vanguard Total Stock Market Etf Etf (VTI) 1.0 $41M 127k 320.81
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.0 $39M 82k 479.20
State Street Spdr S&p 500 Etf Etf (SPY) 1.0 $39M 59k 650.33
Pgim Portfolio Ballast Etf Etf (PBL) 0.9 $38M 1.3M 29.98
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ) 0.9 $35M 628k 55.52
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 0.9 $35M 684k 50.62
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.8 $34M 487k 70.10
Vanguard Mid-cap Value Etf Etf (VOE) 0.8 $34M 184k 184.28
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.8 $34M 444k 76.54
Johnson & Johnson Stock (JNJ) 0.8 $34M 139k 244.44
Jpmorgan Chase & Co Stock (JPM) 0.8 $31M 105k 294.16
Vanguard Mid-cap Etf Etf (VO) 0.8 $31M 106k 287.18
Rtx Corporation Stock (RTX) 0.7 $30M 155k 192.90
Vanguard Dividend Appreciation Etf Etf (VIG) 0.7 $28M 132k 215.06
Abbvie Stock (ABBV) 0.7 $28M 129k 217.49
Vanguard Mid-cap Growth Etf Etf (VOT) 0.7 $27M 107k 257.35
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $27M 41k 653.21
Williams Cos Stock (WMB) 0.6 $26M 354k 72.78
Eli Lilly & Co Stock (LLY) 0.6 $25M 28k 919.78
Home Depot Stock (HD) 0.6 $24M 74k 328.89
Merck & Co Stock (MRK) 0.6 $24M 201k 120.29
Vanguard S&p 500 Etf Etf (VOO) 0.6 $24M 40k 597.54
Capital Group Dividend Value Etf Etf (CGDV) 0.6 $24M 561k 42.54
Costco Wholesale Corporation Stock (COST) 0.5 $22M 22k 996.45
Exxon Mobil Corp Stock (XOM) 0.5 $22M 130k 169.66
Neuberger Option Strategy Etf Etf (NBOS) 0.5 $21M 783k 26.74
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.5 $21M 108k 191.92
Visa Inc Com Cl A Stock (V) 0.5 $20M 67k 302.24
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.5 $20M 136k 148.10
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $20M 157k 124.31
United Rentals Stock (URI) 0.5 $19M 26k 728.56
Cisco Sys Stock (CSCO) 0.5 $19M 245k 77.59
Quanta Svcs Stock (PWR) 0.5 $19M 34k 549.02
Mueller Inds Stock (MLI) 0.5 $18M 166k 110.80
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.5 $18M 694k 26.20
Fedex Corp Stock (FDX) 0.5 $18M 51k 356.18
Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $18M 43k 426.40
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.4 $17M 598k 29.13
Chevron Corporation Stock (CVX) 0.4 $17M 83k 206.90
Eaton Corp Stock (ETN) 0.4 $17M 47k 357.67
Cme Group Stock (CME) 0.4 $17M 56k 295.35
Cboe Global Mkts Stock (CBOE) 0.4 $17M 59k 281.07
Thermo Fisher Scientific Stock (TMO) 0.4 $16M 32k 491.53
Alerian MLP ETF Etf (AMLP) 0.4 $16M 294k 52.64
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.4 $15M 292k 52.56
Asml Hldg Nv N Y Registry Adr (ASML) 0.4 $15M 12k 1320.83
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.4 $15M 341k 44.85
Caterpillar Stock (CAT) 0.4 $15M 21k 708.48
Procter & Gamble Stock (PG) 0.4 $15M 104k 144.44
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $15M 328k 45.65
Vanguard Large-cap Etf Etf (VV) 0.4 $15M 49k 298.84
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $15M 26k 577.19
Texas Instrs Stock (TXN) 0.4 $15M 75k 194.14
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.4 $14M 223k 63.91
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.4 $14M 145k 97.91
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA) 0.3 $14M 261k 52.59
WisdomTree Floating Rate Treasury Fund Etf (USFR) 0.3 $14M 272k 50.34
Palo Alto Networks Stock (PANW) 0.3 $13M 83k 160.32
Meta Platforms Inc Cl A Stock (META) 0.3 $13M 23k 572.12
Nasdaq Stock (NDAQ) 0.3 $13M 155k 84.89
Qualcomm Stock (QCOM) 0.3 $13M 101k 128.78
Broadcom Stock (AVGO) 0.3 $13M 41k 309.51
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.3 $12M 217k 56.58
Goldman Sachs Group Stock (GS) 0.3 $12M 15k 846.00
First Eagle Global Equity Etf Etf (FEGE) 0.3 $12M 258k 47.00
American Express Stock (AXP) 0.3 $12M 40k 302.48
Capital Group Core Balanced Etf Etf (CGBL) 0.3 $12M 344k 34.41
Bwx Technologies Stock (BWXT) 0.3 $12M 57k 204.49
Honeywell Intl Stock (HON) 0.3 $12M 51k 226.03
Invesco Preferred Etf Etf (PGX) 0.3 $11M 1.0M 10.88
Pepsico Stock (PEP) 0.3 $11M 71k 155.29
Technology Select Sector SPDR Fund Etf (XLK) 0.3 $11M 80k 132.90
Wisdomtree Equity Premium Income Fund - Wtpi Etf (WTPI) 0.3 $11M 328k 31.91
Dominion Energy Stock (D) 0.3 $10M 169k 61.82
Devon Energy Corp Stock (DVN) 0.3 $10M 204k 50.32
Williams Sonoma Stock (WSM) 0.3 $10M 56k 182.33
Spdr Gold Shares Etf (GLD) 0.3 $10M 24k 430.29
Vertex Pharmaceuticals Stock (VRTX) 0.2 $10M 23k 446.54
Amphenol Corp Cl A Stock (APH) 0.2 $10M 79k 126.35
Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $9.8M 321k 30.68
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.2 $9.8M 89k 109.69
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $9.7M 202k 48.32
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.2 $9.7M 114k 85.15
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $9.6M 188k 50.95
Janus Henderson AAA CLO ETF Etf (JAAA) 0.2 $9.5M 189k 50.37
Akre Focus Etf Etf (AKRE) 0.2 $9.4M 179k 52.85
Boeing Stock (BA) 0.2 $9.3M 47k 199.03
Coca Cola Stock (KO) 0.2 $9.3M 123k 76.05
Lowes Cos Stock (LOW) 0.2 $9.3M 39k 236.29
General Dynamics Corp Stock (GD) 0.2 $9.1M 27k 343.22
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $9.0M 120k 75.10
Medtronic Stock (MDT) 0.2 $8.9M 103k 86.65
Vanguard S&p 500 Value Etf Etf (VOOV) 0.2 $8.9M 44k 203.79
Disney Walt Stock (DIS) 0.2 $8.9M 92k 96.38
Corning Stock (GLW) 0.2 $8.8M 65k 135.97
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $8.8M 155k 56.41
Capital Group Core Equity Etf Etf (CGUS) 0.2 $8.6M 225k 38.42
Kinder Morgan Inc Del Stock (KMI) 0.2 $8.6M 255k 33.53
Vanguard Small-cap Growth Etf Etf (VBK) 0.2 $8.5M 28k 302.25
Verizon Communications Stock (VZ) 0.2 $8.4M 168k 50.20
Unilever Adr (UL) 0.2 $8.3M 145k 56.97
Sysco Corp Stock (SYY) 0.2 $8.2M 115k 71.33
Capital Group Global Growth Equity Etf Etf (CGGO) 0.2 $8.1M 242k 33.37
Adobe Stock (ADBE) 0.2 $7.9M 33k 243.08
Vanguard Total Bond Market Etf Etf (BND) 0.2 $7.8M 107k 73.64
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP) 0.2 $7.8M 198k 39.60
Zoetis Inc Cl A Stock (ZTS) 0.2 $7.8M 66k 118.21
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $7.8M 251k 30.96
Corteva Stock (CTVA) 0.2 $7.8M 93k 83.71
Canadian Pacific Kansas City Stock (CP) 0.2 $7.7M 98k 78.66
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.2 $7.7M 87k 88.46
Oracle Corp Stock (ORCL) 0.2 $7.6M 52k 147.11
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO) 0.2 $7.5M 166k 45.17
Jpmorgan International Value Etf Etf (JIVE) 0.2 $7.5M 88k 85.64
Mercadolibre Stock (MELI) 0.2 $7.3M 4.2k 1729.02
Trane Technologies Stock (TT) 0.2 $7.1M 17k 416.75
Ishares Mbs Etf Etf (MBB) 0.2 $7.1M 75k 94.95
Ishares Russell 2000 Etf Etf (IWM) 0.2 $7.1M 29k 248.00
International Business Machs Stock (IBM) 0.2 $6.8M 28k 242.39
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.2 $6.8M 72k 94.23
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $6.8M 108k 62.56
Ishares Msci Eafe Etf Etf (EFA) 0.2 $6.7M 69k 97.13
Bank Of Amer Corp Stock (BAC) 0.2 $6.7M 138k 48.75
iShares U.S. Technology ETF Etf (IYW) 0.2 $6.7M 37k 181.42
Walmart Stock (WMT) 0.2 $6.6M 53k 124.28
Doubleline Opportunistic Core Bond Etf Etf (DBND) 0.2 $6.5M 142k 45.81
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $6.4M 95k 67.53
Citizens Finl Group Stock (CFG) 0.2 $6.3M 105k 59.97
Phillips 66 Stock (PSX) 0.2 $6.2M 34k 182.18
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $6.1M 68k 90.53
Intuit Stock (INTU) 0.1 $6.0M 14k 432.38
Amgen Stock (AMGN) 0.1 $6.0M 17k 351.86
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $5.9M 60k 99.27
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $5.9M 27k 217.25
Capital Group Global Equity Etf Etf (CGGE) 0.1 $5.9M 194k 30.50
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $5.9M 75k 79.06
Bristol-myers Squibb Stock (BMY) 0.1 $5.8M 96k 60.65
Lincoln Elec Hldgs Stock (LECO) 0.1 $5.8M 23k 249.08
Morgan Stanley Stock (MS) 0.1 $5.8M 35k 164.57
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.1 $5.7M 92k 62.68
Slb Limited Com Stk Stock (SLB) 0.1 $5.7M 112k 51.39
Micron Technology Stock (MU) 0.1 $5.7M 17k 337.84
Deere & Co Stock (DE) 0.1 $5.7M 10k 563.30
Newmont Corp Stock (NEM) 0.1 $5.6M 52k 108.25
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $5.6M 47k 118.62
Franklin International Core Dividend Tilt Index Fund Etf (DIVI) 0.1 $5.5M 137k 39.81
First Horizon Corporation Stock (FHN) 0.1 $5.5M 240k 22.76
Lockheed Martin Corp Stock (LMT) 0.1 $5.3M 8.9k 604.41
Health Care Select Sector SPDR Fund Etf (XLV) 0.1 $5.3M 37k 146.61
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM) 0.1 $5.3M 181k 29.36
Duke Energy Corp Stock (DUK) 0.1 $5.3M 41k 130.94
Te Connectivity Plc Ord Stock (TEL) 0.1 $5.3M 25k 209.00
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $5.3M 67k 79.27
Baker Hughes Company Cl A Stock (BKR) 0.1 $5.3M 86k 61.05
Prologis Reit (PLD) 0.1 $5.2M 40k 132.18
Jpmorgan Short Duration Core Plus Etf Etf (JSCP) 0.1 $5.2M 110k 47.30
Kimberly-clark Corp Stock (KMB) 0.1 $5.1M 53k 96.47
Cadence Design System Stock (CDNS) 0.1 $5.1M 18k 277.87
American Elec Pwr Stock (AEP) 0.1 $5.0M 39k 131.08
Linde Stock (LIN) 0.1 $5.0M 10k 495.76
Jpmorgan International Bond Opportunities Fund Etf (JPIB) 0.1 $5.0M 105k 47.82
Shell Plc Spon Ads Adr (SHEL) 0.1 $5.0M 54k 92.94
Abbott Laboratories Stock (ABT) 0.1 $4.9M 48k 102.67
Evergy Stock (EVRG) 0.1 $4.9M 60k 81.92
Invesco Large Cap Value Etf Etf (PWV) 0.1 $4.9M 70k 69.71
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $4.8M 33k 146.28
The Cigna Group Stock (CI) 0.1 $4.8M 18k 266.74
Johnson Ctls Intl Stock (JCI) 0.1 $4.8M 36k 130.95
Waste Mgmt Inc Del Stock (WM) 0.1 $4.8M 21k 229.79
Gallagher Arthur J & Co Stock (AJG) 0.1 $4.7M 22k 216.58
Nutrien Stock (NTR) 0.1 $4.7M 62k 75.46
Applied Matls Stock (AMAT) 0.1 $4.7M 14k 341.79
Lam Research Corp Stock (LRCX) 0.1 $4.6M 21k 213.66
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $4.6M 45k 100.66
Roper Technologies Stock (ROP) 0.1 $4.5M 13k 353.86
Steel Dynamics Stock (STLD) 0.1 $4.5M 25k 180.00
Capital Group Growth Etf Etf (CGGR) 0.1 $4.5M 111k 40.19
Jpmorgan Equity Focus Etf Etf (JPEF) 0.1 $4.4M 62k 71.81
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.1 $4.4M 88k 49.95
Union Pac Corp Stock (UNP) 0.1 $4.4M 18k 242.62
Mastercard Incorporated Cl A Stock (MA) 0.1 $4.4M 8.8k 499.65
Norfolk Southn Corp Stock (NSC) 0.1 $4.3M 15k 287.01
Carlisle Cos Stock (CSL) 0.1 $4.3M 13k 333.62
Utilities Select Sector SPDR Fund Etf (XLU) 0.1 $4.3M 95k 45.89
Pinnacle Finl Partners Stock (PNFP) 0.1 $4.3M 50k 86.14
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.1 $4.3M 39k 110.39
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.1 $4.2M 61k 69.30
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $4.2M 21k 198.29
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $4.1M 12k 337.94
Restaurant Brands Intl Stock (QSR) 0.1 $4.1M 56k 73.90
Tjx Cos Stock (TJX) 0.1 $4.1M 26k 159.69
Salesforce Stock (CRM) 0.1 $4.1M 22k 186.66
Tyson Foods Inc Cl A Stock (TSN) 0.1 $4.0M 63k 64.07
Ishares Short Duration Bond Active Etf Etf (NEAR) 0.1 $4.0M 79k 50.83
BP Adr (BP) 0.1 $4.0M 85k 47.00
Barrick Mng Corp Stock (B) 0.1 $4.0M 98k 40.79
Tesla Stock (TSLA) 0.1 $4.0M 11k 371.75
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK) 0.1 $3.9M 154k 25.62
Labcorp Holdings Stock (LH) 0.1 $3.9M 15k 266.81
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $3.9M 10k 390.41
Pfizer Stock (PFE) 0.1 $3.9M 140k 28.08
Harbor Long-term Growers Etf Etf (WINN) 0.1 $3.9M 141k 27.73
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.1 $3.8M 98k 38.86
Arista Networks Stock (ANET) 0.1 $3.7M 30k 122.78
Citigroup Stock (C) 0.1 $3.7M 33k 113.41
Ingredion Stock (INGR) 0.1 $3.7M 33k 112.66
Southern Stock (SO) 0.1 $3.7M 38k 96.52
Jacobs Solutions Stock (J) 0.1 $3.7M 29k 127.28
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $3.6M 32k 113.11
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $3.6M 121k 29.54
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $3.6M 39k 91.64
Fomento Economico Mexicano Sab Adr (FMX) 0.1 $3.6M 32k 111.06
Conagra Brands Stock (CAG) 0.1 $3.5M 226k 15.72
Royal Bk Cda Stock (RY) 0.1 $3.5M 22k 161.78
Mcdonalds Corp Stock (MCD) 0.1 $3.5M 11k 310.79
Halliburton Stock (HAL) 0.1 $3.5M 90k 38.99
Huntington Bancshares Stock (HBAN) 0.1 $3.5M 224k 15.65
Marsh & Mclennan Cos Stock (MRSH) 0.1 $3.5M 20k 173.45
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $3.5M 16k 213.68
Truist Finl Corp Stock (TFC) 0.1 $3.4M 75k 45.97
Everpure Inc Cl A Stock (PSTG) 0.1 $3.4M 58k 59.04
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $3.4M 16k 218.75
Vanguard Ftse Europe Etf Etf (VGK) 0.1 $3.4M 41k 82.43
Advanced Micro Devices Stock (AMD) 0.1 $3.4M 17k 203.43
Uber Technologies Stock (UBER) 0.1 $3.4M 47k 71.93
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH) 0.1 $3.3M 74k 45.37
Illinois Tool Wks Stock (ITW) 0.1 $3.3M 13k 260.30
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $3.3M 64k 50.81
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $3.3M 66k 49.78
Bank New York Mellon Corp Stock (BK) 0.1 $3.3M 28k 118.63
Stryker Corporation Stock (SYK) 0.1 $3.2M 9.8k 328.59
Ishares National Muni Bond Etf Etf (MUB) 0.1 $3.2M 30k 106.15
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $3.2M 9.8k 327.07
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX) 0.1 $3.2M 63k 50.04
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $3.1M 62k 49.89
Netflix Stock (NFLX) 0.1 $3.1M 32k 96.15
Financial Select Sector SPDR Fund Etf (XLF) 0.1 $3.1M 63k 49.37
Blackrock Cr Allocation Cef (BTZ) 0.1 $3.0M 302k 10.10
Schwab Charles Corp Stock (SCHW) 0.1 $3.0M 32k 93.98
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $3.0M 100k 30.32
Us Bancorp Stock (USB) 0.1 $3.0M 58k 52.01
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $3.0M 56k 54.05
Saul Ctrs Reit (BFS) 0.1 $3.0M 92k 32.58
Innovator Nasdaq-100 10 Buffer Etf Quarterly Etf (QBUF) 0.1 $3.0M 103k 29.21
Doordash Inc Cl A Stock (DASH) 0.1 $3.0M 20k 150.15
Ishares Msci India Etf Etf (INDA) 0.1 $2.9M 63k 46.84
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $2.9M 35k 82.57
Pimco Dynamic Income Cef (PDI) 0.1 $2.9M 169k 17.11
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $2.9M 150k 19.30
Docusign Stock (DOCU) 0.1 $2.8M 60k 47.41
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $2.8M 121k 23.32
Harbor Commodity All-weather Strategy Etf Etf (HGER) 0.1 $2.8M 90k 31.01
Republic Bancorp Inc Ky Cl A Stock (RBCAA) 0.1 $2.8M 39k 70.55
Consolidated Edison Stock (ED) 0.1 $2.8M 25k 113.18
Neos S&p 500 High Income Etf Etf (SPYI) 0.1 $2.8M 56k 49.37
Unitedhealth Group Stock (UNH) 0.1 $2.8M 10k 270.58
Conocophillips Stock (COP) 0.1 $2.7M 21k 132.01
Ge Vernova Stock (GEV) 0.1 $2.7M 3.1k 872.77
Everest Group Stock (EG) 0.1 $2.7M 8.3k 326.85
VanEck Investment Grade Floating Rate ETF Etf (FLTR) 0.1 $2.7M 106k 25.48
Metlife Stock (MET) 0.1 $2.7M 38k 70.72
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $2.7M 39k 68.28
Chubb Ltd Switz Stock (CB) 0.1 $2.7M 8.2k 325.92
Ulta Beauty Stock (ULTA) 0.1 $2.7M 5.1k 522.71
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF) 0.1 $2.7M 53k 50.33
American Tower Corp Reit (AMT) 0.1 $2.6M 15k 172.58
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $2.6M 108k 24.24
Ft Vest Gold Strategy Target Income Etf Etf (IGLD) 0.1 $2.6M 102k 25.53
Altria Group Stock (MO) 0.1 $2.6M 39k 65.99
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $2.6M 28k 92.74
Nextera Energy Stock (NEE) 0.1 $2.6M 28k 92.88
Nxp Semiconductors N V Stock (NXPI) 0.1 $2.6M 13k 196.86
Industrial Select Sector SPDR Fund Etf (XLI) 0.1 $2.6M 16k 161.73
Toast Inc Cl A Stock (TOST) 0.1 $2.6M 97k 26.51
Analog Devices Stock (ADI) 0.1 $2.5M 8.0k 318.14
Prudential Finl Stock (PRU) 0.1 $2.5M 26k 97.69
Vanguard Short-term Bond Etf Etf (BSV) 0.1 $2.5M 32k 78.41
Communication Services Select Sector SPDR Fund Etf (XLC) 0.1 $2.5M 22k 110.86
Vaneck Gold Miners Etf Etf (GDX) 0.1 $2.5M 27k 91.77
Fidelity Blue Chip Growth Etf Etf (FBCG) 0.1 $2.4M 49k 50.12
Blue Owl Capital Corporation Cef (OBDC) 0.1 $2.4M 218k 11.06
Blackstone Stock (BX) 0.1 $2.4M 21k 114.99
Aon Plc Shs Cl A Stock (AON) 0.1 $2.4M 7.4k 322.78
Blackrock Stock (BLK) 0.1 $2.4M 2.5k 961.81
Ft Vest Laddered Buffer Etf Etf (BUFR) 0.1 $2.4M 71k 33.77
State Street Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB) 0.1 $2.4M 107k 22.22
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.1 $2.4M 24k 99.44
Willis Towers Watson Stock (WTW) 0.1 $2.4M 8.1k 290.70
Hartford Strategic Income Etf Etf (HFSI) 0.1 $2.3M 67k 34.72
Darling Ingredients Stock (DAR) 0.1 $2.3M 37k 61.85
Blackrock Muniholdings Cef (MHD) 0.1 $2.3M 202k 11.28
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.1 $2.3M 38k 59.22
Ark Innovation Etf Etf (ARKK) 0.1 $2.2M 33k 67.59
Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $2.2M 9.5k 237.62
Invesco Short Term Treasury Etf Etf (TBLL) 0.1 $2.2M 21k 105.55
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $2.2M 29k 77.11
Travelers Companies Stock (TRV) 0.1 $2.2M 7.5k 291.68
Ishares Select Dividend Etf Etf (DVY) 0.1 $2.2M 14k 151.41
State Street Spdr S&p Dividend Etf Etf (SDY) 0.1 $2.1M 15k 145.94
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $2.1M 21k 100.57
At&t Stock (T) 0.1 $2.1M 73k 28.99
Consumer Staples Select Sector SPDR Fund Etf (XLP) 0.1 $2.1M 26k 81.98
Fidelity Natl Finl Stock (FNF) 0.1 $2.1M 46k 46.38
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.1 $2.1M 28k 75.65
Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $2.1M 36k 58.54
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $2.1M 22k 95.96
Wells Fargo & Co Stock (WFC) 0.1 $2.1M 26k 79.61
Astrazeneca Plc Ord Adr (AZN) 0.1 $2.1M 10k 197.22
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $2.0M 17k 118.60
Dimensional National Municipal Bond Etf Etf (DFNM) 0.0 $2.0M 42k 47.93
Qnity Electronics Stock (Q) 0.0 $2.0M 17k 115.38
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.0 $2.0M 82k 24.24
Energy Select Sector SPDR Fund Etf (XLE) 0.0 $2.0M 33k 61.26
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.0 $2.0M 179k 11.02
Bluerock Pvt Real Estate Cef (BPRE) 0.0 $2.0M 119k 16.61
Enterprise Prods Partners Stock (EPD) 0.0 $2.0M 52k 37.84
Ishares Russell Midcap Etf Etf (IWR) 0.0 $1.9M 20k 97.23
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $1.9M 33k 58.18
Consumer Discretionary Select Sector SPDR Fund Etf (XLY) 0.0 $1.9M 17k 108.98
Federal Agric Mtg Corp Cl C Stock (AGM) 0.0 $1.9M 13k 148.35
Chipotle Mexican Grill Stock (CMG) 0.0 $1.9M 58k 32.01
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $1.8M 14k 128.12
Fidelity Total Bond Etf Etf (FBND) 0.0 $1.8M 40k 45.62
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF) 0.0 $1.8M 24k 75.49
Capital Group New Geography Equity Etf Etf (CGNG) 0.0 $1.8M 58k 31.57
Pnc Finl Svcs Group Stock (PNC) 0.0 $1.8M 8.6k 208.11
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $1.8M 58k 30.50
Simon Ppty Group Reit (SPG) 0.0 $1.8M 9.5k 186.52
Invesco Variable Rate Preferred Etf Etf (VRP) 0.0 $1.8M 73k 23.98
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.0 $1.7M 14k 125.03
Marathon Pete Corp Stock (MPC) 0.0 $1.7M 7.0k 244.18
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW) 0.0 $1.7M 20k 84.66
Ge Aerospace Stock (GE) 0.0 $1.7M 6.0k 283.75
Philip Morris Intl Stock (PM) 0.0 $1.7M 10k 165.34
Dupont De Nemours Stock (DD) 0.0 $1.7M 37k 45.80
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $1.7M 49k 33.97
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) 0.0 $1.7M 47k 35.59
Ishares Gold Trust Etf (IAU) 0.0 $1.7M 19k 88.16
Deutsche Bk Ag Namen Akt Stock (DB) 0.0 $1.6M 55k 29.78
Atlantic Un Bankshares Corp Stock (AUB) 0.0 $1.6M 46k 35.74
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $1.6M 17k 95.72
Vanguard Information Technology Etf Etf (VGT) 0.0 $1.6M 2.3k 697.70
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) 0.0 $1.6M 22k 74.18
Packaging Corp Amer Stock (PKG) 0.0 $1.6M 7.5k 212.23
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.0 $1.6M 16k 101.77
Invesco Ultra Short Duration Etf Etf (GSY) 0.0 $1.6M 32k 50.12
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV) 0.0 $1.6M 75k 20.88
Markel Group Stock (MKL) 0.0 $1.6M 810.00 1914.07
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $1.5M 3.3k 463.19
Ppg Inds Stock (PPG) 0.0 $1.5M 14k 106.88
Pacer Global Cash Cows Dividend Etf Etf (GCOW) 0.0 $1.5M 33k 46.24
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $1.5M 29k 51.93
Vanguard Ftse Pacific Etf Etf (VPL) 0.0 $1.5M 15k 97.73
Aflac Stock (AFL) 0.0 $1.5M 14k 109.71
Scotts Miracle-gro Co Cl A Stock (SMG) 0.0 $1.5M 24k 60.81
Colgate Palmolive Stock (CL) 0.0 $1.5M 17k 85.23
State Street Spdr S&p Biotech Etf Etf (XBI) 0.0 $1.5M 11k 127.73
Ferguson Enterprises Stock (FERG) 0.0 $1.5M 6.3k 233.26
Starbucks Corp Stock (SBUX) 0.0 $1.4M 16k 89.59
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $1.4M 22k 65.69
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $1.4M 9.9k 142.44
Haemonetics Corp Mass Stock (HAE) 0.0 $1.4M 25k 56.36
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $1.4M 9.5k 144.95
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW) 0.0 $1.4M 11k 126.97
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.0 $1.4M 6.6k 209.08
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $1.4M 15k 90.94
Target Corp Stock (TGT) 0.0 $1.4M 11k 121.20
Ishares Silver Trust Etf (SLV) 0.0 $1.4M 20k 68.14
Nike Inc Cl B Stock (NKE) 0.0 $1.4M 26k 52.82
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.0 $1.4M 59k 23.26
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $1.4M 2.2k 616.82
State Street Spdr S&p International Small Cap Etf Etf (GWX) 0.0 $1.4M 32k 42.23
Helmerich & Payne Stock (HP) 0.0 $1.4M 38k 36.03
Parker-hannifin Corp Stock (PH) 0.0 $1.4M 1.5k 895.24
Boston Scientific Corp Stock (BSX) 0.0 $1.3M 22k 62.75
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $1.3M 25k 53.22
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.0 $1.3M 15k 86.64
Ishares Short-term California Muni Active Etf Etf (CALI) 0.0 $1.3M 26k 50.43
Halozyme Therapeutics Stock (HALO) 0.0 $1.3M 20k 64.63
Equifax Stock (EFX) 0.0 $1.3M 7.3k 180.07
Occidental Pete Corp Stock (OXY) 0.0 $1.3M 20k 65.00
Elevance Health Inc Formerly A Stock (ELV) 0.0 $1.3M 4.5k 292.76
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.0 $1.3M 26k 50.49
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.0 $1.3M 51k 25.33
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 0.0 $1.3M 27k 47.88
Ft Vest U.s. Equity Deep Buffer Etf - September Etf (DSEP) 0.0 $1.3M 29k 43.96
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $1.3M 25k 50.61
Entergy Corp Stock (ETR) 0.0 $1.2M 11k 112.36
Cullen Enhanced Equity Income Etf Etf (DIVP) 0.0 $1.2M 48k 25.94
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.0 $1.2M 34k 36.11
Northrop Grumman Corp Stock (NOC) 0.0 $1.2M 1.8k 682.37
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $1.2M 13k 98.38
Assured Guaranty Stock (AGO) 0.0 $1.2M 15k 81.48
Avery Dennison Corp Stock (AVY) 0.0 $1.2M 7.1k 172.68
Danaher Corp Del Stock (DHR) 0.0 $1.2M 6.4k 189.62
Oneok Stock (OKE) 0.0 $1.2M 13k 90.39
L3harris Technologies Stock (LHX) 0.0 $1.2M 3.4k 345.15
Ishares Aaa Clo Active Etf Etf (CLOA) 0.0 $1.2M 23k 51.84
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.0 $1.2M 24k 48.86
Motorola Solutions Stock (MSI) 0.0 $1.2M 2.7k 433.95
Capital One Finl Corp Stock (COF) 0.0 $1.2M 6.4k 182.44
Cvs Health Corp Stock (CVS) 0.0 $1.2M 16k 71.82
Iron Mtn Inc Del Reit (IRM) 0.0 $1.2M 11k 102.14
Robo Global Artificial Intelligence Etf Etf (THNQ) 0.0 $1.1M 19k 59.01
T-mobile Us Stock (TMUS) 0.0 $1.1M 5.5k 210.02
Alamos Gold Inc Com Cl A Stock (AGI) 0.0 $1.1M 26k 44.43
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $1.1M 29k 38.42
Goldman Sachs Ultra Short Municipal Income Etf Etf (GUMI) 0.0 $1.1M 22k 50.43
State Street Spdr Portfolio Tips Etf Etf (SPIP) 0.0 $1.1M 43k 26.01
Automatic Data Processing Stock (ADP) 0.0 $1.1M 5.5k 203.17
Price T Rowe Group Stock (TROW) 0.0 $1.1M 12k 90.14
Cullen Frost Bankers Stock (CFR) 0.0 $1.1M 8.0k 137.08
Pimco Corporate & Income Oppor Cef (PTY) 0.0 $1.1M 91k 12.06
Upwork Stock (UPWK) 0.0 $1.1M 99k 10.96
Matrix Svc Stock (MTRX) 0.0 $1.1M 94k 11.48
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.0 $1.1M 17k 64.97
Cheniere Energy Stock (LNG) 0.0 $1.0M 3.7k 283.76
Vanguard Utilities Etf Etf (VPU) 0.0 $1.0M 5.3k 198.14
Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $1.0M 6.0k 174.61
Invesco Senior Loan Etf Etf (BKLN) 0.0 $1.0M 51k 20.41
Nuveen Pfd & Income Opportunit Cef (JPC) 0.0 $1.0M 137k 7.54
Ab Tax-aware Short Duration Municipal Etf Etf (TAFI) 0.0 $1.0M 40k 25.18
Ww Grainger Stock (GWW) 0.0 $1.0M 931.00 1090.81
Royal Gold Stock (RGLD) 0.0 $1.0M 4.0k 254.49
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $994k 21k 47.02
Global X Uranium Etf Etf (URA) 0.0 $994k 21k 48.43
Vaneck Short High Yield Muni Etf Etf (SHYD) 0.0 $994k 44k 22.66
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $987k 4.7k 211.15
Proshares Ultra Gold Etf (UGL) 0.0 $983k 16k 61.46
Interdigital Stock (IDCC) 0.0 $979k 3.2k 301.99
Kla Corp Stock (KLAC) 0.0 $966k 656.00 1473.13
Vanguard Extended Market Etf Etf (VXF) 0.0 $958k 4.7k 205.80
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.0 $953k 6.5k 145.74
Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $951k 85k 11.23
Elanco Animal Health Stock (ELAN) 0.0 $943k 39k 23.93
Dimensional Ultrashort Fixed Income Etf Etf (DUSB) 0.0 $936k 18k 50.71
Dover Corp Stock (DOV) 0.0 $931k 4.5k 208.45
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.0 $928k 24k 39.43
Materials Select Sector Spdr Fund Etf (XLB) 0.0 $922k 18k 49.97
Csx Corp Stock (CSX) 0.0 $917k 22k 41.05
Bondbloxx Bloomberg One Year Target Duration Us Treasury Etf Etf (XONE) 0.0 $914k 19k 49.52
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) 0.0 $914k 42k 21.84
Ecolab Stock (ECL) 0.0 $898k 3.4k 266.02
Dimensional World Equity Etf Etf (DFAW) 0.0 $897k 12k 73.78
Red Rock Resorts Inc Cl A Stock (RRR) 0.0 $896k 17k 53.36
3M Stock (MMM) 0.0 $893k 6.2k 145.23
Source Capital Com Shs Of Ben I Cef (SOR) 0.0 $888k 19k 46.32
Revvity Stock (RVTY) 0.0 $881k 10k 87.61
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.0 $880k 79k 11.15
Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $878k 17k 52.76
S&p Global Stock (SPGI) 0.0 $876k 2.1k 425.37
Pjt Partners Inc Com Cl A Stock (PJT) 0.0 $875k 6.3k 139.72
Invesco Aerospace & Defense Etf Etf (PPA) 0.0 $873k 5.3k 165.71
Pgim Aaa Clo Etf Etf (PAAA) 0.0 $864k 17k 51.18
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $859k 2.1k 407.69
National Fuel Gas Stock (NFG) 0.0 $855k 9.1k 93.96
Vulcan Matls Stock (VMC) 0.0 $853k 3.1k 272.30
Invesco S&p 500 Pure Growth Etf Etf (RPG) 0.0 $852k 18k 46.74
Ralph Lauren Corp Cl A Stock (RL) 0.0 $852k 2.5k 343.98
Gilead Sciences Stock (GILD) 0.0 $844k 6.1k 139.37
Yum Brands Stock (YUM) 0.0 $844k 5.4k 155.47
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.0 $843k 38k 22.28
Dimensional Us Large Cap Vector Etf Etf (DFVX) 0.0 $839k 11k 74.30
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $839k 15k 57.07
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $839k 7.9k 106.01
Townebank Portsmouth Va Stock (TOWN) 0.0 $835k 25k 33.67
Willscot Hldgs Corp Com Cl A Stock (WSC) 0.0 $832k 48k 17.36
First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $828k 47k 17.75
Ishares Msci Europe Financials Etf Etf (EUFN) 0.0 $828k 24k 34.85
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN) 0.0 $815k 19k 42.96
Twilio Inc Cl A Stock (TWLO) 0.0 $815k 6.5k 125.82
Innodata Stock (INOD) 0.0 $812k 21k 38.62
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $810k 7.6k 106.50
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $810k 2.2k 367.44
Principal U.s. Mega-cap Etf Etf (USMC) 0.0 $805k 13k 64.31
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $803k 3.2k 248.80
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.0 $800k 5.5k 145.80
Dow Hldgs Stock (DOW) 0.0 $785k 19k 41.65
Energy Recovery Stock (ERII) 0.0 $782k 78k 10.07
Valero Energy Corp Stock (VLO) 0.0 $782k 3.2k 247.09
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $775k 11k 69.75
Ameriprise Finl Stock (AMP) 0.0 $768k 1.7k 444.40
Novartis Adr (NVS) 0.0 $764k 5.0k 152.75
Proshares Short S&p500 Etf (SH) 0.0 $760k 20k 37.93
Dimensional Core Fixed Income Etf Etf (DFCF) 0.0 $754k 18k 42.22
Solstice Advanced Matls Stock (SOLS) 0.0 $748k 9.8k 76.16
Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $734k 142k 5.17
Nisource Stock (NI) 0.0 $726k 16k 46.66
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $722k 5.0k 144.70
Air Products And Chemicals Stock (APD) 0.0 $720k 2.5k 290.49
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.0 $718k 1.00 718140.00
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK) 0.0 $716k 36k 19.72
Rxo Stock (RXO) 0.0 $715k 49k 14.62
Carrier Global Corporation Stock (CARR) 0.0 $710k 13k 56.31
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.0 $708k 20k 35.04
Wisdomtree European Opportunities Fund Etf (OPPE) 0.0 $702k 13k 53.71
Golub Cap Bdc Cef (GBDC) 0.0 $698k 55k 12.66
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $694k 12k 57.64
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.0 $692k 31k 22.43
Brunswick Corp Stock (BC) 0.0 $690k 9.5k 72.76
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $689k 11k 61.64
Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.0 $688k 11k 62.45
First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.0 $687k 12k 59.78
Victoryshares Westend U.s. Sector Etf Etf (MODL) 0.0 $686k 15k 44.69
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $686k 6.8k 100.17
Middleby Corp Stock (MIDD) 0.0 $684k 5.2k 132.58
Smith & Nephew Plc Spdn Adr (SNN) 0.0 $683k 22k 31.78
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.0 $677k 74k 9.13
Republic Svcs Stock (RSG) 0.0 $667k 3.0k 219.02
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.0 $665k 6.9k 96.71
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $663k 7.0k 95.44
Apollo Global Mgmt Stock (APO) 0.0 $661k 5.9k 111.44
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL) 0.0 $660k 21k 32.03
Clearbridge Energy Midstream O Cef (EMO) 0.0 $660k 13k 52.82
Intel Corp Stock (INTC) 0.0 $657k 15k 44.13
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $655k 7.6k 86.69
Elbit Sys Ltd Ord Stock (ESLT) 0.0 $653k 769.00 849.09
Mosaic Stock (MOS) 0.0 $653k 26k 25.50
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR) 0.0 $652k 16k 40.49
Schein Henry Stock (HSIC) 0.0 $652k 8.8k 73.70
Universal Corp Va Mtns Bk Ent Stock (UVV) 0.0 $651k 12k 52.70
Aerovironment Stock (AVAV) 0.0 $649k 3.5k 183.05
Rayonier Reit (RYN) 0.0 $646k 31k 20.62
Conductor Global Equity Value Etf Etf (CGV) 0.0 $644k 42k 15.45
Rgc Res Stock (RGCO) 0.0 $644k 29k 22.05
Western Asset Managed Muns Cef (MMU) 0.0 $640k 62k 10.28
Vanguard Health Care Index ETF Etf (VHT) 0.0 $636k 2.3k 272.34
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $634k 5.4k 118.45
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG) 0.0 $633k 28k 22.91
Crh Plc Ord Stock (CRH) 0.0 $630k 6.0k 105.12
Oreilly Automotive Stock (ORLY) 0.0 $620k 6.7k 92.31
Masco Corp Stock (MAS) 0.0 $611k 10k 60.37
Vaneck Semiconductor Etf Etf (SMH) 0.0 $607k 1.6k 383.43
Alibaba Group Hldg Adr (BABA) 0.0 $605k 4.8k 125.46
Ftai Aviation Stock (FTAI) 0.0 $596k 2.4k 245.00
Starwood Ppty Tr Reit (STWD) 0.0 $596k 35k 17.22
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 0.0 $591k 7.8k 75.74
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $590k 7.1k 82.75
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.0 $589k 5.0k 117.18
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $584k 6.2k 94.73
Genuine Parts Stock (GPC) 0.0 $583k 5.5k 105.75
Vaneck Bdc Income Etf Etf (BIZD) 0.0 $581k 45k 12.80
Saba Closed End Funds Etf Etf (CEFS) 0.0 $578k 26k 22.55
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.0 $574k 6.3k 91.37
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $573k 10k 56.79
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.0 $562k 9.1k 61.85
Lindblad Expeditions Hldgs Stock (LIND) 0.0 $561k 32k 17.30
Alico Stock (ALCO) 0.0 $557k 14k 41.26
Flowers Foods Stock (FLO) 0.0 $551k 68k 8.15
D-wave Quantum Stock (QBTS) 0.0 $551k 38k 14.43
WisdomTree Japan Currency Hedged Equity ETF Etf (DXJ) 0.0 $550k 3.5k 158.58
Fidelity Low Volatility Factor Etf Etf (FDLO) 0.0 $548k 8.5k 64.59
Clearway Energy Inc Cl C Stock (CWEN) 0.0 $546k 14k 39.29
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $546k 10k 53.35
Paychex Stock (PAYX) 0.0 $546k 5.9k 92.11
Emerson Elec Stock (EMR) 0.0 $542k 4.1k 131.03
Comcast Corp New Cl A Stock (CMCSA) 0.0 $538k 19k 28.71
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $536k 5.7k 93.74
Dimensional Us High Profitability Etf Etf (DUHP) 0.0 $536k 15k 36.76
Ppl Corp Stock (PPL) 0.0 $529k 14k 38.20
Vanguard Real Estate ETF Etf (VNQ) 0.0 $526k 5.9k 88.69
Ishares U.s. Equity Factor Etf Etf (LRGF) 0.0 $525k 7.9k 66.00
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.0 $520k 5.5k 94.58
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.0 $520k 5.0k 103.37
Federated Hermes Mdt Market Neutral Etf Etf (MKTN) 0.0 $520k 20k 25.96
Access Treasury 0-1 Year Etf Etf (GBIL) 0.0 $518k 5.2k 100.19
Invesco S&p 500 Pure Value Etf Etf (RPV) 0.0 $516k 4.8k 107.39
Kkr & Co Stock (KKR) 0.0 $516k 5.6k 92.50
Bridgebio Pharma Stock (BBIO) 0.0 $516k 7.0k 74.26
Becton Dickinson & Co Stock (BDX) 0.0 $514k 3.3k 157.23
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.0 $513k 23k 22.76
Realty Income Corp Reit (O) 0.0 $512k 8.4k 61.18
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ) 0.0 $510k 10k 49.49
Nuveen Va Quality Mun Incom Cef (NPV) 0.0 $509k 45k 11.33
Medpace Hldgs Stock (MEDP) 0.0 $509k 1.1k 480.19
Simplify Managed Futures Strategy Etf Etf (CTA) 0.0 $509k 17k 30.22
Exelon Corp Stock (EXC) 0.0 $508k 10k 49.02
Ferrari N V Stock (RACE) 0.0 $506k 1.5k 338.45
Toronto Dominion Bk Ont Stock (TD) 0.0 $505k 5.4k 93.31
iShares Core US REIT ETF Etf (USRT) 0.0 $504k 8.5k 59.19
First Trust Dorsey Wright Focus 5 Etf Etf (FV) 0.0 $503k 8.3k 60.44
Ishares Russell 1000 Etf Etf (IWB) 0.0 $502k 1.4k 356.56
Bank Montreal Medium Stock (BMO) 0.0 $501k 3.7k 135.34
Ciena Corp Stock (CIEN) 0.0 $496k 1.3k 388.23
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $495k 5.2k 95.62
Allstate Corp Stock (ALL) 0.0 $494k 2.4k 207.33
Hancock John Income Secs Tr Cef (JHS) 0.0 $492k 45k 10.94
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $491k 17k 29.18
Dte Energy Stock (DTE) 0.0 $491k 3.4k 146.22
Cummins Stock (CMI) 0.0 $484k 900.00 538.02
Bitwise Bitcoin Etf Trust Etf (BITB) 0.0 $484k 13k 36.81
Ft Vest Nasdaq-100 Conservative Buffer Etf - January Etf (QCJA) 0.0 $480k 22k 21.54
Ishares Core High Dividend Etf Etf (HDV) 0.0 $479k 3.5k 135.72
Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.0 $473k 7.7k 61.32
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $472k 2.5k 189.57
Alps O'shares Us Small-cap Quality Dividend Etf Etf (OUSM) 0.0 $471k 11k 43.74
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $468k 3.3k 142.19
Apa Corporation Stock (APA) 0.0 $464k 11k 42.44
Intuitive Surgical Stock (ISRG) 0.0 $464k 1.0k 460.99
Cohen & Steers Infrastructure Cef (UTF) 0.0 $463k 18k 25.88
Targa Res Corp Stock (TRGP) 0.0 $463k 1.8k 250.70
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.0 $460k 4.8k 96.62
Vanguard Consumer Staples Etf Etf (VDC) 0.0 $459k 2.0k 224.54
Ameris Bancorp Stock (ABCB) 0.0 $452k 5.8k 77.99
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.0 $448k 3.2k 141.42
State Street Spdr S&p Regional Banking Etf Etf (KRE) 0.0 $448k 6.9k 65.15
Vanguard S&p Small-cap 600 Etf Etf (VIOO) 0.0 $446k 3.9k 114.82
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.0 $444k 20k 21.89
Capital Group Dividend Growers Etf Etf (CGDG) 0.0 $442k 12k 35.90
Darden Restaurants Stock (DRI) 0.0 $441k 2.3k 196.04
Toyota Motor Corp Ads Adr (TM) 0.0 $439k 2.1k 206.09
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $438k 3.5k 126.28
Centerpoint Energy Stock (CNP) 0.0 $430k 10k 43.16
Hanover Ins Group Stock (THG) 0.0 $429k 2.5k 173.35
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $428k 3.1k 138.35
Constellation Energy Corp Stock (CEG) 0.0 $426k 1.5k 279.25
State Street Spdr S&p Kensho Intelligent Structures Etf Etf (SIMS) 0.0 $418k 9.9k 42.07
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.0 $418k 8.3k 50.45
Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $416k 17k 25.10
Autozone Stock (AZO) 0.0 $416k 123.00 3377.78
First Trust Buywrite Income Etf Etf (FTHI) 0.0 $414k 18k 22.95
Ishares Core Msci Europe Etf Etf (IEUR) 0.0 $413k 5.9k 70.26
Univest Financial Corporation Stock (UVSP) 0.0 $411k 12k 34.26
Vanguard Total World Stock Etf Etf (VT) 0.0 $409k 3.0k 138.31
Ishares Ibonds Dec 2031 Term Treasury Etf Etf (IBTL) 0.0 $408k 20k 20.40
Rio Tinto Adr (RIO) 0.0 $408k 4.4k 93.29
Agnico Eagle Mines Stock (AEM) 0.0 $404k 2.0k 202.98
Ft Vest U.s. Equity Moderate Buffer Etf - July Etf (GJUL) 0.0 $403k 9.9k 40.78
Connectone Bancorp Stock (CNOB) 0.0 $402k 15k 26.77
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $401k 2.1k 191.81
Nucor Corp Stock (NUE) 0.0 $399k 2.4k 169.08
Agilent Technologies Stock (A) 0.0 $395k 3.5k 113.98
Edwards Lifesciences Corp Stock (EW) 0.0 $394k 4.9k 80.09
Otis Worldwide Corp Stock (OTIS) 0.0 $394k 5.1k 77.08
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $393k 20k 19.62
Ishares Semiconductor Etf Etf (SOXX) 0.0 $389k 1.2k 328.66
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.0 $388k 8.6k 45.12
Hometrust Bancshares Stock (HTB) 0.0 $387k 9.1k 42.65
Innovator Growth Accelerated Plus Etf - October Etf (QTOC) 0.0 $386k 12k 33.15
American Intl Group Stock (AIG) 0.0 $385k 5.1k 75.25
Nuveen Mun Cr Income Fd Com Sh Ben Int Cef (NZF) 0.0 $385k 32k 12.18
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.0 $385k 15k 25.27
Ishares S&p 100 Etf Etf (OEF) 0.0 $383k 1.2k 317.94
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ) 0.0 $381k 3.8k 100.97
Totalenergies Se Act Stock (TTE) 0.0 $381k 4.2k 90.98
Royal Caribbean Group Stock (RCL) 0.0 $377k 1.4k 275.18
Cencora Stock (COR) 0.0 $377k 1.2k 314.01
Synopsys Stock (SNPS) 0.0 $371k 935.00 396.48
Ft Vest U.s. Equity Moderate Buffer Etf - March Etf (GMAR) 0.0 $369k 8.8k 41.69
Ebay Stock (EBAY) 0.0 $367k 4.0k 91.02
Victoryshares Westend Global Equity Etf Etf (GLOW) 0.0 $366k 12k 30.18
Element Solutions Stock (ESI) 0.0 $364k 11k 34.14
Blackstone Mortgage Trust Inc Com Cl A Reit (BXMT) 0.0 $364k 19k 19.15
Udr Reit (UDR) 0.0 $362k 11k 33.78
Dimensional International Value Etf Etf (DFIV) 0.0 $359k 6.8k 52.78
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $357k 4.5k 78.65
Wec Energy Group Stock (WEC) 0.0 $355k 3.1k 115.78
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.0 $355k 31k 11.37
State Street Spdr S&p 500 Esg Etf Etf (EFIV) 0.0 $354k 5.6k 63.08
Brixmor Ppty Group Reit (BRX) 0.0 $353k 12k 28.80
Public Svc Enterprise Group Stock (PEG) 0.0 $352k 4.4k 80.95
Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $352k 8.7k 40.47
State Street Spdr S&p Bank Etf Etf (KBE) 0.0 $351k 5.9k 59.55
Fiserv Stock (FISV) 0.0 $349k 6.3k 55.80
Watsco Stock (WSO) 0.0 $348k 956.00 363.79
Fidelity Natl Information Svcs Stock (FIS) 0.0 $343k 7.3k 46.91
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $343k 6.3k 54.81
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $341k 3.4k 100.72
Curtiss Wright Corp Stock (CW) 0.0 $339k 498.00 681.12
Precigen Stock (PGEN) 0.0 $339k 88k 3.87
Ishares Russell 2500 Etf Etf (SMMD) 0.0 $335k 4.4k 76.35
Ishares Ibonds Dec 2032 Term Treasury Etf Etf (IBTM) 0.0 $335k 15k 22.93
Enbridge Stock (ENB) 0.0 $332k 6.1k 54.14
Check Point Software Tech Ltd Ord Stock (CHKP) 0.0 $332k 2.3k 142.85
Nuveen Ny Amt Free Cef (NRK) 0.0 $330k 32k 10.21
Victoryshares Core Intermediate Bond Etf Etf (UITB) 0.0 $328k 7.0k 47.02
GSK Adr (GSK) 0.0 $326k 5.9k 55.19
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ) 0.0 $325k 9.2k 35.32
Carlyle Group Stock (CG) 0.0 $325k 6.7k 48.39
Sherwin Williams Stock (SHW) 0.0 $323k 1.0k 320.55
Fifth Third Bancorp Stock (FITB) 0.0 $323k 6.9k 46.46
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $322k 3.1k 103.44
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.0 $321k 15k 20.93
State Street Spdr S&p Insurance Etf Etf (KIE) 0.0 $321k 5.8k 55.00
Vanguard Financials Etf Etf (VFH) 0.0 $317k 2.6k 120.81
Rockwell Automation Stock (ROK) 0.0 $316k 881.00 358.88
Meritage Homes Corp Stock (MTH) 0.0 $316k 5.1k 61.84
Autodesk Stock (ADSK) 0.0 $315k 1.3k 239.40
Vici Pptys Reit (VICI) 0.0 $315k 12k 27.32
Tortoise Energy Infrstrctr Cp Cef (TYG) 0.0 $313k 6.3k 49.85
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID) 0.0 $312k 1.9k 163.56
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $310k 11k 29.08
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.0 $307k 14k 22.70
Ishares Prime Money Market Etf Etf (PMMF) 0.0 $307k 3.1k 100.50
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK) 0.0 $306k 3.9k 79.54
Ingersoll Rand Stock (IR) 0.0 $306k 3.8k 80.12
Ford Mtr Stock (F) 0.0 $305k 26k 11.54
Schwab International Equity Etf Etf (SCHF) 0.0 $305k 12k 24.75
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.0 $304k 3.6k 83.57
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) 0.0 $303k 8.1k 37.44
Ft Vest U.s. Equity Buffer & Premium Income Etf - December Etf (XIDE) 0.0 $302k 10k 29.69
Ab Tax-aware Intermediate Municipal Etf Etf (TAFM) 0.0 $301k 12k 25.29
Ishares Esg Select Screened S&p 500 Etf Etf (XVV) 0.0 $301k 6.1k 49.22
Capital Group International Focus Equity Etf Etf (CGXU) 0.0 $299k 10k 29.49
Jpmorgan High Yield Municipal Etf Etf (JMHI) 0.0 $297k 6.0k 49.83
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $295k 1.9k 155.11
Southwest Airls Stock (LUV) 0.0 $293k 7.8k 37.57
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $293k 3.7k 79.57
Ares Capital Corp Cef (ARCC) 0.0 $289k 16k 18.02
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.0 $288k 3.3k 86.68
Ishares Tips Bond Etf Etf (TIP) 0.0 $288k 2.6k 110.36
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $286k 11k 25.64
Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.0 $284k 3.1k 92.29
Hca Healthcare Stock (HCA) 0.0 $282k 596.00 473.56
Roivant Sciences Stock (ROIV) 0.0 $282k 10k 27.70
General Mills Stock (GIS) 0.0 $280k 7.5k 37.22
Mastec Stock (MTZ) 0.0 $279k 866.00 321.74
First Trust Rba American Industrial Renaissance Etf Etf (AIRR) 0.0 $277k 2.5k 110.78
Jpmorgan Active Bond Etf Etf (JBND) 0.0 $276k 5.1k 53.77
General Mtrs Stock (GM) 0.0 $275k 3.7k 74.50
Manhattan Brdg Cap Reit (LOAN) 0.0 $275k 275k 1.00
Novo-nordisk A S Adr (NVO) 0.0 $274k 7.5k 36.75
Booking Holdings Stock (BKNG) 0.0 $274k 65.00 4210.32
T. Rowe Price U.s. Equity Research Etf Etf (TSPA) 0.0 $269k 6.6k 40.90
Manulife Finl Corp Stock (MFC) 0.0 $267k 7.8k 34.44
Nuveen Mun Cr Opportunities Cef (NMCO) 0.0 $267k 25k 10.58
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.0 $266k 9.0k 29.50
Nuveen Mun Value Cef (NUV) 0.0 $266k 30k 8.99
First Merchants Corp Stock (FRME) 0.0 $265k 6.8k 38.73
Proshares Nasdaq-100 High Income Etf Etf (IQQQ) 0.0 $263k 6.3k 41.69
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.0 $263k 10k 25.63
Doubleline Commercial Real Estate Debt Etf Etf (DCRE) 0.0 $262k 5.1k 51.96
Real Estate Select Sector SPDR Fund Etf (XLRE) 0.0 $262k 6.4k 40.83
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) 0.0 $262k 15k 17.32
Global X Mlp Etf Etf (MLPA) 0.0 $262k 4.9k 53.87
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $261k 11k 22.91
Intercontinental Exchange Stock (ICE) 0.0 $261k 1.7k 157.29
Monster Beverage Corp Stock (MNST) 0.0 $260k 3.6k 72.46
Huntington Ingalls Inds Stock (HII) 0.0 $260k 683.00 380.01
Dollar Tree Stock (DLTR) 0.0 $259k 2.4k 109.51
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.0 $259k 3.3k 78.03
Ishares Low Carbon Optimized Msci Acwi Etf Etf (CRBN) 0.0 $259k 1.2k 222.81
Servicenow Stock (NOW) 0.0 $259k 2.5k 104.55
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.0 $257k 5.5k 47.08
Flaherty & Crumrine Pfd Income Cef (PFD) 0.0 $254k 23k 11.18
Neos Nasdaq 100 High Income Etf Etf (QQQI) 0.0 $254k 5.1k 49.69
Dell Technologies Inc Cl C Stock (DELL) 0.0 $253k 1.5k 164.11
Virtus Reaves Utilities Etf Etf (UTES) 0.0 $253k 3.2k 79.90
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.0 $253k 5.4k 46.91
Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $253k 18k 14.28
Horizon Bancorp Ind Stock (HBNC) 0.0 $253k 15k 16.57
Eaton Vance Mun Income Tr Sh Ben Int Cef (EVN) 0.0 $252k 24k 10.41
Pacer Trendpilot Us Large Cap Etf Etf (PTLC) 0.0 $251k 4.8k 52.46
Generac Hldgs Stock (GNRC) 0.0 $250k 1.3k 195.33
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.0 $250k 5.5k 45.52
Franklin Dynamic Municipal Bond Etf Etf (FLMI) 0.0 $249k 10k 24.79
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.0 $249k 2.3k 110.47
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $247k 788.00 313.81
Victoryshares Free Cash Flow Etf Etf (VFLO) 0.0 $247k 6.3k 39.48
Aptargroup Stock (ATR) 0.0 $247k 2.0k 126.02
Biogen Stock (BIIB) 0.0 $246k 1.3k 183.33
Sofi Technologies Stock (SOFI) 0.0 $245k 15k 15.88
Eaton Vance Tax-managed Buy- Cef (ETV) 0.0 $244k 18k 13.67
Suncoast Select Growth Etf Etf (SEMG) 0.0 $244k 10k 24.07
Xcel Energy Stock (XEL) 0.0 $243k 3.1k 79.44
Customers Bancorp Stock (CUBI) 0.0 $243k 3.5k 69.41
Talen Energy Corp Stock (TLN) 0.0 $243k 760.00 319.23
First Eagle Overseas Equity Etf Etf (FEOE) 0.0 $241k 4.8k 50.46
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $241k 4.1k 58.78
Nuveen Quality Muncp Income Cef (NAD) 0.0 $241k 21k 11.50
Global X Artificial Intelligence & Technology Etf Etf (AIQ) 0.0 $241k 5.2k 46.67
Rogers Communications Inc Cl B Stock (RCI) 0.0 $237k 6.2k 38.45
Vaneck Uranium And Nuclear Etf Etf (NLR) 0.0 $236k 1.8k 133.19
Financial Institutions Stock (FISI) 0.0 $236k 7.5k 31.71
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $235k 2.6k 89.34
Invesco Global Water Etf Etf (PIO) 0.0 $235k 5.4k 43.42
Marvell Technology Stock (MRVL) 0.0 $235k 2.4k 99.07
Primis Financial Corp Stock (FRST) 0.0 $234k 18k 13.28
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF) 0.0 $234k 13k 17.54
Howmet Aerospace Stock (HWM) 0.0 $232k 1.0k 230.46
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.0 $232k 9.1k 25.53
Mgic Invt Corp Wis Stock (MTG) 0.0 $232k 8.8k 26.25
Piper Sandler Companies Stock (PIPR) 0.0 $231k 3.0k 76.55
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.0 $229k 5.8k 39.28
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $229k 7.4k 30.78
Wp Carey Reit (WPC) 0.0 $229k 3.4k 67.95
Ge Healthcare Technologies Stock (GEHC) 0.0 $227k 3.2k 71.19
Eversource Energy Stock (ES) 0.0 $226k 3.3k 69.28
Dt Midstream Stock (DTM) 0.0 $226k 1.7k 134.67
Nu Hldgs Ltd Ord Shs Cl A Stock (NU) 0.0 $224k 16k 14.37
Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $223k 5.7k 38.96
Neuberger Engy Infrstr & Inc Cef (NML) 0.0 $222k 21k 10.51
Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) 0.0 $222k 10k 22.02
T. Rowe Price Intermediate Municipal Income Etf Etf (TAXE) 0.0 $221k 4.4k 50.73
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $220k 3.0k 73.14
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR) 0.0 $220k 8.7k 25.35
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $220k 562.00 391.76
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $219k 2.3k 94.56
Nordson Corp Stock (NDSN) 0.0 $217k 815.00 266.06
Innovator U.s. Small Cap 10 Buffer Etf - Quarterly Etf (RBUF) 0.0 $214k 7.3k 29.29
Gold Fields Adr (GFI) 0.0 $213k 4.7k 45.40
Lumentum Hldgs Stock (LITE) 0.0 $211k 300.00 702.76
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 0.0 $209k 4.0k 52.06
Coca Cola Cons Stock (COKE) 0.0 $208k 1.1k 191.74
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $207k 4.5k 46.20
Wheaton Precious Metals Corp Stock (WPM) 0.0 $207k 1.6k 131.02
Defiance Quantum Etf Etf (QTUM) 0.0 $206k 1.9k 107.30
Flaherty & Crumrine Dynamic Pf Cef (DFP) 0.0 $206k 10k 20.07
Pentair Stock (PNR) 0.0 $205k 2.4k 87.11
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT) 0.0 $204k 6.3k 32.46
Arm Holdings Adr (ARM) 0.0 $202k 1.3k 151.29
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.0 $202k 2.3k 86.37
Seabridge Gold Stock (SA) 0.0 $202k 7.1k 28.34
Ab Tax-aware Long Municipal Etf Etf (TAFL) 0.0 $201k 8.1k 24.88
Quantum Computing Stock (QUBT) 0.0 $201k 29k 6.85
Eqt Corp Stock (EQT) 0.0 $200k 3.1k 63.64
Kayne Anderson Bdc Cef (KBDC) 0.0 $199k 15k 13.72
Allegion Plc Ord Stock (ALLE) 0.0 $199k 1.4k 145.29
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $198k 11k 18.40
Fastenal Stock (FAST) 0.0 $197k 4.2k 46.40
Aegon Ltd Amer Reg 1 Cert Adr (AEG) 0.0 $196k 27k 7.26
First Ctzns Bancshares Inc Del Cl A Stock (FCNCA) 0.0 $194k 103.00 1884.66
Global X Defense Tech Etf Etf (SHLD) 0.0 $189k 2.7k 70.84
Nuveen New Jersey Cef (NXJ) 0.0 $188k 15k 12.30
Lazard Global Total Return & Com Cef (LGI) 0.0 $188k 12k 16.09
Blackrock Floating Rate Inc Tr Cef (BGT) 0.0 $187k 17k 10.76
Agnc Invt Corp Reit (AGNC) 0.0 $182k 18k 10.03
Flaherty & Crumrin Pfd & Inm S Cef (FFC) 0.0 $182k 12k 15.49
Valley Natl Bancorp Stock (VLY) 0.0 $182k 15k 12.28
Tcw Strategic Income Cef (TSI) 0.0 $182k 41k 4.49
Paypal Hldgs Stock (PYPL) 0.0 $181k 4.0k 45.23
Rithm Capital Corp Reit (RITM) 0.0 $181k 19k 9.48
Xpo Stock (XPO) 0.0 $177k 912.00 194.55
Blackrock Core Bd Tr Shs Ben Int Cef (BHK) 0.0 $176k 19k 9.16
Rpm Intl Stock (RPM) 0.0 $175k 1.8k 99.40
Welltower Reit (WELL) 0.0 $175k 885.00 197.71
Dimensional Us Large Cap Value Etf Etf (DFLV) 0.0 $174k 4.9k 35.71
Edison Intl Stock (EIX) 0.0 $173k 2.4k 73.18
Idexx Labs Stock (IDXX) 0.0 $173k 307.00 561.89
D R Horton Stock (DHI) 0.0 $169k 1.2k 137.21
Global X Superincome Preferred Etf Etf (SPFF) 0.0 $169k 19k 8.89
Church & Dwight Stock (CHD) 0.0 $165k 1.8k 93.33
Block Inc Cl A Stock (XYZ) 0.0 $163k 2.7k 60.18
American Wtr Wks Stock (AWK) 0.0 $163k 1.2k 136.05
Brookfield Real Assets Income Shs Ben Int Cef (RA) 0.0 $163k 13k 12.86
Virtus Dividend Interest & Pr Cef (NFJ) 0.0 $159k 13k 12.61
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $159k 10k 15.83
Nvent Elec Stock (NVT) 0.0 $158k 1.3k 118.28
Blackrock Munihldgs Nj Qlty Cef (MUJ) 0.0 $158k 14k 11.57
Jabil Stock (JBL) 0.0 $157k 592.00 265.42
Eaton Vance Mun Bd Cef (EIM) 0.0 $156k 16k 9.77
Barings Bdc Cef (BBDC) 0.0 $156k 19k 8.23
International Paper Stock (IP) 0.0 $153k 4.3k 35.70
Moodys Corp Stock (MCO) 0.0 $153k 351.00 436.26
Star Group Lp Unit Ltd Partnr Stock (SGU) 0.0 $153k 13k 12.28
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $153k 4.1k 36.84
Nuveen Cr Strategies Income Cef (JQC) 0.0 $152k 31k 4.87
Hershey Stock (HSY) 0.0 $148k 713.00 207.77
Copart Stock (CPRT) 0.0 $147k 4.4k 33.20
Iqvia Hldgs Stock (IQV) 0.0 $147k 859.00 170.54
Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.0 $144k 26k 5.55
Zimmer Biomet Holdings Stock (ZBH) 0.0 $144k 1.6k 90.42
Natera Stock (NTRA) 0.0 $143k 713.00 199.99
Sempra Stock (SRE) 0.0 $139k 1.4k 97.17
Franklin Municipal Income Etf Etf (FTMU) 0.0 $138k 18k 7.79
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $133k 529.00 250.58
Mckesson Corp Stock (MCK) 0.0 $129k 149.00 867.52
Jpmorgan Municipal Etf Etf (JMUB) 0.0 $129k 2.6k 49.99
Eog Res Stock (EOG) 0.0 $129k 889.00 144.57
Regeneron Pharmaceuticals Stock (REGN) 0.0 $125k 162.00 772.71
Prothena Corp Stock (PRTA) 0.0 $122k 13k 9.72
Tractor Supply Stock (TSCO) 0.0 $120k 2.7k 45.30
Caci Intl Inc Cl A Stock (CACI) 0.0 $118k 216.00 543.87
Dollar Gen Corp Stock (DG) 0.0 $117k 982.00 118.84
Fortrea Hldgs Stock (FTRE) 0.0 $116k 12k 9.42
Kroger Stock (KR) 0.0 $115k 1.6k 72.36
Quest Diagnostics Stock (DGX) 0.0 $114k 582.00 195.92
Suncor Energy Stock (SU) 0.0 $114k 1.7k 66.12
Lamar Advertising Co Cl A Reit (LAMR) 0.0 $113k 892.00 126.66
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.0 $111k 4.8k 23.14
M & T Bk Corp Stock (MTB) 0.0 $110k 531.00 206.78
Equinix Reit (EQIX) 0.0 $108k 110.00 980.24
Atmos Energy Corp Stock (ATO) 0.0 $107k 580.00 184.72
Alliant Energy Corp Stock (LNT) 0.0 $105k 1.5k 71.76
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $105k 2.2k 47.55
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $103k 103k 1.00
Progressive Corp Stock (PGR) 0.0 $103k 521.00 198.39
Freshworks Inc Class A Stock (FRSH) 0.0 $100k 12k 8.03
Fortinet Stock (FTNT) 0.0 $99k 1.2k 81.72
Hyperliquid Strategies Stock (PURR) 0.0 $97k 19k 5.09
Jpmorgan Active Value Etf Etf (JAVA) 0.0 $97k 1.4k 71.75
Waters Corp Stock (WAT) 0.0 $97k 324.00 297.80
Berkley W R Corp Stock (WRB) 0.0 $95k 1.4k 66.28
Cintas Corp Stock (CTAS) 0.0 $92k 542.00 169.14
Novagold Resources Stock (NG) 0.0 $90k 10k 8.98
Northern Dynasty Minerals Stock (NAK) 0.0 $85k 61k 1.40
Smurfit Westrock Stock (SW) 0.0 $85k 2.1k 39.85
Cf Industries Hold Stock (CF) 0.0 $84k 649.00 129.84
Ares Management Corporation Cl A Com Stk Stock (ARES) 0.0 $80k 735.00 109.10
Broadridge Finl Solutions Stock (BR) 0.0 $80k 491.00 162.48
Verisk Analytics Stock (VRSK) 0.0 $78k 412.00 189.85
Martin Marietta Matls Stock (MLM) 0.0 $77k 130.00 588.68
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO) 0.0 $74k 1.1k 65.27
Voya Emerging Markets High Dividend Equity Fund Cef (IHD) 0.0 $73k 11k 6.66
Constellation Brands Inc Cl A Stock (STZ) 0.0 $70k 463.00 150.00
Richtech Robotics Inc Cl B Stock (RR) 0.0 $69k 33k 2.09
Mfs Inter Income Tr Sh Ben Int Cef (MIN) 0.0 $65k 26k 2.51
Ss&c Tech Hldgs Stock (SSNC) 0.0 $65k 958.00 67.59
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.0 $64k 1.1k 59.56
Wabtec Stock (WAB) 0.0 $64k 256.00 249.91
Trx Gold Corporation Stock (TRX) 0.0 $64k 42k 1.50
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.0 $63k 1.6k 39.68
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.0 $62k 1.3k 48.73
Haleon Adr (HLN) 0.0 $62k 6.2k 10.01
Diamondback Energy Stock (FANG) 0.0 $61k 308.00 197.79
Nrg Energy Stock (NRG) 0.0 $59k 405.00 146.14
Spotify Technology S A Stock (SPOT) 0.0 $59k 121.00 485.00
Allspring Global Dividend Oppo Cef (EOD) 0.0 $58k 10k 5.83
Lennar Corp Cl A Stock (LEN) 0.0 $58k 666.00 86.84
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $57k 597.00 95.74
Bhp Billiton Adr (BHP) 0.0 $57k 778.00 72.78
Msci Stock (MSCI) 0.0 $57k 105.00 539.01
Snap Inc Cl A Stock (SNAP) 0.0 $56k 12k 4.60
Transunion Stock (TRU) 0.0 $56k 809.00 69.21
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.0 $55k 2.4k 23.22
Atlasclear Holdings Stock (ATCH) 0.0 $51k 255k 0.20
Nokia Corp Adr (NOK) 0.0 $48k 5.9k 8.04
Cdw Corp Stock (CDW) 0.0 $47k 386.00 120.91
Snap On Stock (SNA) 0.0 $47k 128.00 363.22
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA) 0.0 $46k 883.00 52.03
Niocorp Devs Stock (NB) 0.0 $45k 10k 4.46
Vistra Corp Stock (VST) 0.0 $44k 295.00 150.33
Henry Jack & Assoc Stock (JKHY) 0.0 $43k 274.00 158.04
Dominos Pizza Stock (DPZ) 0.0 $42k 118.00 358.79
Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 0.0 $42k 1.0k 41.17
Ross Stores Stock (ROST) 0.0 $42k 192.00 216.63
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.0 $36k 809.00 44.45
Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $34k 284.00 118.51
Steris Plc Shs Usd Stock (STE) 0.0 $33k 147.00 221.13
Ishares Biotechnology Etf Etf (IBB) 0.0 $29k 174.00 168.85
Smith A O Corp Stock (AOS) 0.0 $27k 413.00 65.94
Western Digital Corp Stock (WDC) 0.0 $27k 100.00 270.49
Brown & Brown Stock (BRO) 0.0 $25k 381.00 65.21
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $24k 99.00 240.78
Ase Technology Hldg Adr (ASX) 0.0 $23k 1.1k 21.68
British Amern Tob Adr (BTI) 0.0 $23k 397.00 58.47
Vista Gold Corp Stock (VGZ) 0.0 $22k 11k 1.96
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 0.0 $21k 634.00 32.95
Cardinal Health Stock (CAH) 0.0 $21k 98.00 211.68
Ensign Group Stock (ENSG) 0.0 $20k 99.00 201.51
Hilton Worldwide Hldgs Stock (HLT) 0.0 $17k 55.00 304.07
Odyssey Marine Expl Stock (OMEX) 0.0 $16k 19k 0.83
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.0 $13k 258.00 50.04
Banco Santander Sa Adr (SAN) 0.0 $11k 1.0k 11.28
Mira Pharmaceuticals Stock (MIRA) 0.0 $11k 10k 1.07
United Microelectronics Corp Adr (UMC) 0.0 $9.0k 1.0k 8.98
Rani Therapeutics Hldgs Inc Com Cl A Stock (RANI) 0.0 $7.8k 11k 0.73
Mitsubishi Ufj Financial Group Adr (MUFG) 0.0 $7.7k 456.00 16.97
Defi Technologies Stock (DEFT) 0.0 $7.6k 14k 0.55
Teledyne Technologies Stock (TDY) 0.0 $4.2k 7.00 605.00
Wesco Intl Stock (WCC) 0.0 $3.6k 13.00 273.62
Resmed Stock (RMD) 0.0 $3.4k 15.00 224.47
Hunt J B Trans Svcs Stock (JBHT) 0.0 $2.8k 13.00 211.92
Popular Stock (BPOP) 0.0 $2.4k 18.00 134.17
Monolithic Pwr Sys Stock (MPWR) 0.0 $2.2k 2.00 1093.50
Keurig Dr Pepper Stock (KDP) 0.0 $1.9k 74.00 26.32
Primerica Stock (PRI) 0.0 $1.3k 5.00 250.40
New York Times Co Mtn Be Cl A Stock (NYT) 0.0 $837.000000 10.00 83.70
Arch Cap Group Ltd Ord Stock (ACGL) 0.0 $672.000000 7.00 96.00