|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
10.8 |
$116M |
|
225k |
513.91 |
|
Vanguard Index Fds Value Etf
(VTV)
|
5.6 |
$60M |
|
347k |
172.74 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
4.9 |
$53M |
|
142k |
370.82 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
3.0 |
$32M |
|
419k |
75.65 |
|
Vanguard Scottsdale Fds Vng Rus1000val
(VONV)
|
2.9 |
$31M |
|
378k |
82.54 |
|
Apple
(AAPL)
|
2.9 |
$31M |
|
139k |
222.13 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
2.8 |
$31M |
|
190k |
160.54 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
2.6 |
$28M |
|
148k |
190.58 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.4 |
$25M |
|
45k |
559.39 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.3 |
$24M |
|
67k |
361.09 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.1 |
$22M |
|
86k |
258.62 |
|
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
1.9 |
$21M |
|
225k |
92.79 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
1.8 |
$20M |
|
80k |
244.64 |
|
Microsoft Corporation
(MSFT)
|
1.8 |
$19M |
|
50k |
375.39 |
|
Meta Platforms Cl A
(META)
|
1.6 |
$18M |
|
31k |
576.37 |
|
American Centy Etf Tr Multisector
(MUSI)
|
1.5 |
$17M |
|
379k |
43.74 |
|
Capital Grp Fixed Incm Etf T Core Plus Incm
(CGCP)
|
1.5 |
$16M |
|
730k |
22.45 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.4 |
$15M |
|
97k |
154.64 |
|
Ishares Core Msci Emkt
(IEMG)
|
1.4 |
$15M |
|
270k |
53.97 |
|
Amazon
(AMZN)
|
1.3 |
$14M |
|
72k |
190.26 |
|
Vaneck Etf Trust Bdc Income Etf
(BIZD)
|
1.3 |
$14M |
|
814k |
16.76 |
|
Pimco Etf Tr 0-5 High Yield
(HYS)
|
1.3 |
$14M |
|
144k |
93.66 |
|
Blackrock Etf Trust Ii Ishares Flexible
(BINC)
|
1.2 |
$13M |
|
253k |
52.38 |
|
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
1.2 |
$13M |
|
260k |
50.00 |
|
Pimco Etf Tr Shtrm Mun Bd Act
(SMMU)
|
1.2 |
$13M |
|
259k |
50.02 |
|
Hartford Fds Exchange Traded Total Rtrn Etf
(HTRB)
|
1.1 |
$12M |
|
364k |
33.86 |
|
Vaneck Etf Trust Intrmdt Muni Etf
(ITM)
|
1.0 |
$11M |
|
246k |
45.51 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.0 |
$10M |
|
129k |
78.94 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.9 |
$9.7M |
|
93k |
104.57 |
|
Visa Com Cl A
(V)
|
0.8 |
$8.6M |
|
25k |
350.46 |
|
Mastercard Incorporated Cl A
(MA)
|
0.8 |
$8.4M |
|
15k |
548.13 |
|
Invesco Exchange Traded Fd T S&p500 Eql Tec
(RSPT)
|
0.8 |
$8.3M |
|
244k |
34.20 |
|
American Centy Etf Tr Diversified Mu
(TAXF)
|
0.8 |
$8.1M |
|
163k |
49.48 |
|
Wisdomtree Tr Europe Hedged Eq
(HEDJ)
|
0.7 |
$8.0M |
|
168k |
47.48 |
|
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.7 |
$7.7M |
|
70k |
110.18 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.7 |
$7.7M |
|
73k |
105.60 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.6 |
$6.9M |
|
59k |
117.49 |
|
Fidelity Covington Trust Vlu Factor Etf
(FVAL)
|
0.6 |
$6.4M |
|
107k |
59.59 |
|
American Express Company
(AXP)
|
0.5 |
$5.9M |
|
22k |
269.06 |
|
Solar Cap
(SLRC)
|
0.5 |
$5.6M |
|
333k |
16.86 |
|
Owl Rock Capital Corporation
(OBDC)
|
0.5 |
$5.4M |
|
366k |
14.66 |
|
Trane Technologies SHS
(TT)
|
0.5 |
$5.3M |
|
16k |
336.94 |
|
Golub Capital BDC
(GBDC)
|
0.5 |
$5.2M |
|
342k |
15.14 |
|
Midcap Financial Invstmnt Com New
(MFIC)
|
0.5 |
$5.1M |
|
397k |
12.86 |
|
Hca Holdings
(HCA)
|
0.5 |
$5.0M |
|
15k |
345.55 |
|
Crescent Capital Bdc
(CCAP)
|
0.5 |
$5.0M |
|
293k |
17.12 |
|
Lowe's Companies
(LOW)
|
0.5 |
$5.0M |
|
21k |
233.23 |
|
Ares Capital Corporation
(ARCC)
|
0.5 |
$4.9M |
|
221k |
22.16 |
|
Home Depot
(HD)
|
0.4 |
$4.8M |
|
13k |
366.49 |
|
Charles Schwab Corporation
(SCHW)
|
0.4 |
$4.8M |
|
61k |
78.28 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$4.7M |
|
21k |
221.75 |
|
United Rentals
(URI)
|
0.4 |
$4.6M |
|
7.4k |
626.76 |
|
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun
(FSMB)
|
0.4 |
$4.6M |
|
233k |
19.87 |
|
Simon Property
(SPG)
|
0.4 |
$4.6M |
|
28k |
166.08 |
|
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.4 |
$4.6M |
|
46k |
100.00 |
|
Tcg Bdc
(CGBD)
|
0.4 |
$4.5M |
|
275k |
16.18 |
|
Putnam Etf Trust Bdc Income Etf
(PBDC)
|
0.4 |
$4.4M |
|
128k |
34.66 |
|
salesforce
(CRM)
|
0.4 |
$4.3M |
|
16k |
268.37 |
|
Franklin Bsp Rlty Tr Common Stock
(FBRT)
|
0.4 |
$4.2M |
|
332k |
12.74 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.4 |
$4.2M |
|
83k |
50.83 |
|
Novo-nordisk A S Adr
(NVO)
|
0.4 |
$4.2M |
|
61k |
69.44 |
|
Stryker Corporation
(SYK)
|
0.4 |
$4.1M |
|
11k |
372.25 |
|
Sherwin-Williams Company
(SHW)
|
0.4 |
$4.1M |
|
12k |
349.20 |
|
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$4.0M |
|
17k |
245.31 |
|
Tpg Re Finance Trust Inc reit
(TRTX)
|
0.4 |
$3.8M |
|
464k |
8.15 |
|
Parker-Hannifin Corporation
(PH)
|
0.3 |
$3.8M |
|
6.2k |
607.87 |
|
Vaneck Etf Trust Vaneck Shrt Muni
(SMB)
|
0.3 |
$3.7M |
|
215k |
17.14 |
|
UnitedHealth
(UNH)
|
0.3 |
$3.7M |
|
7.0k |
523.78 |
|
Fiserv
(FI)
|
0.3 |
$3.6M |
|
17k |
220.83 |
|
Costco Wholesale Corporation
(COST)
|
0.3 |
$3.4M |
|
3.6k |
945.80 |
|
AutoZone
(AZO)
|
0.3 |
$3.4M |
|
887.00 |
3812.78 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$3.4M |
|
6.0k |
561.96 |
|
Union Pacific Corporation
(UNP)
|
0.3 |
$3.3M |
|
14k |
236.24 |
|
Blackstone Mtg Tr Com Cl A
(BXMT)
|
0.3 |
$3.2M |
|
162k |
20.00 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.3 |
$3.2M |
|
163k |
19.78 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$3.2M |
|
6.0k |
532.58 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.3 |
$3.2M |
|
6.5k |
484.82 |
|
Goldman Sachs
(GS)
|
0.3 |
$3.0M |
|
5.5k |
546.37 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$3.0M |
|
135k |
22.08 |
|
Walt Disney Company
(DIS)
|
0.3 |
$2.9M |
|
30k |
98.70 |
|
Kkr Real Estate Finance Trust
(KREF)
|
0.3 |
$2.9M |
|
270k |
10.80 |
|
Wal-Mart Stores
(WMT)
|
0.3 |
$2.9M |
|
33k |
87.79 |
|
General Dynamics Corporation
(GD)
|
0.3 |
$2.7M |
|
10k |
272.59 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.3 |
$2.7M |
|
22k |
125.97 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$2.7M |
|
17k |
156.23 |
|
Stellus Capital Investment
(SCM)
|
0.2 |
$2.7M |
|
191k |
14.00 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.2 |
$2.7M |
|
107k |
25.04 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.2 |
$2.6M |
|
19k |
140.45 |
|
Twilio Cl A
(TWLO)
|
0.2 |
$2.6M |
|
27k |
97.91 |
|
First Tr Exchange-traded Fst Low Oppt Eft
(LMBS)
|
0.2 |
$2.5M |
|
51k |
49.16 |
|
L3harris Technologies
(LHX)
|
0.2 |
$2.5M |
|
12k |
209.32 |
|
Snap-on Incorporated
(SNA)
|
0.2 |
$2.5M |
|
7.3k |
337.01 |
|
Danaher Corporation
(DHR)
|
0.2 |
$2.4M |
|
12k |
205.02 |
|
Avery Dennison Corporation
(AVY)
|
0.2 |
$2.3M |
|
13k |
177.98 |
|
Tractor Supply Company
(TSCO)
|
0.2 |
$2.3M |
|
43k |
55.10 |
|
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm
(SOXQ)
|
0.2 |
$2.3M |
|
68k |
33.65 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$2.3M |
|
14k |
165.85 |
|
Uber Technologies
(UBER)
|
0.2 |
$2.2M |
|
30k |
72.86 |
|
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.2 |
$2.1M |
|
32k |
65.76 |
|
TJX Companies
(TJX)
|
0.2 |
$2.0M |
|
17k |
121.80 |
|
Corpay Com Shs
(CPAY)
|
0.2 |
$1.9M |
|
5.6k |
348.72 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.2 |
$1.9M |
|
9.8k |
188.17 |
|
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.2 |
$1.8M |
|
41k |
43.40 |
|
Hubbell
(HUBB)
|
0.2 |
$1.7M |
|
5.3k |
330.93 |
|
Invesco Exchange Traded Fd T S&p500 Pur Val
(RPV)
|
0.2 |
$1.7M |
|
18k |
92.35 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$1.6M |
|
2.00 |
798441.50 |
|
First Tr Exchange-traded First Tr Enh New
(FTSM)
|
0.1 |
$1.6M |
|
27k |
59.84 |
|
Nordson Corporation
(NDSN)
|
0.1 |
$1.5M |
|
7.6k |
201.72 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$1.5M |
|
26k |
58.35 |
|
Digital Realty Trust
(DLR)
|
0.1 |
$1.5M |
|
11k |
143.29 |
|
PennantPark Investment
(PNNT)
|
0.1 |
$1.4M |
|
206k |
7.03 |
|
Ishares Tr Expanded Tech
(IGV)
|
0.1 |
$1.4M |
|
16k |
88.99 |
|
Marriott Intl Cl A
(MAR)
|
0.1 |
$1.4M |
|
5.7k |
238.21 |
|
Generac Holdings
(GNRC)
|
0.1 |
$1.3M |
|
10k |
126.65 |
|
Janus Detroit Str Tr Hendrson Aaa Cl
(JAAA)
|
0.1 |
$1.3M |
|
26k |
50.71 |
|
Jefferies Finl Group
(JEF)
|
0.1 |
$1.2M |
|
23k |
53.57 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$1.2M |
|
44k |
26.58 |
|
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$1.2M |
|
3.0k |
383.53 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$1.2M |
|
6.2k |
186.32 |
|
Fs Kkr Capital Corp
(FSK)
|
0.1 |
$1.2M |
|
55k |
20.95 |
|
Automatic Data Processing
(ADP)
|
0.1 |
$1.1M |
|
3.7k |
305.53 |
|
Columbia Etf Tr I Multi Sec Muni
(MUST)
|
0.1 |
$1.1M |
|
56k |
20.14 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$1.1M |
|
14k |
81.73 |
|
Fidelity Wise Origin Bitcoin SHS
(FBTC)
|
0.1 |
$1.1M |
|
15k |
71.97 |
|
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$1.1M |
|
35k |
30.87 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$1.0M |
|
39k |
26.20 |
|
First Tr Exchng Traded Fd Vi Tcw Opportunis
(FIXD)
|
0.1 |
$968k |
|
22k |
43.84 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.1 |
$933k |
|
2.9k |
317.64 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$916k |
|
7.1k |
128.97 |
|
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$898k |
|
6.2k |
146.01 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$898k |
|
1.9k |
469.12 |
|
Invesco Exchange Traded Fd T Large Cap Value
(PWV)
|
0.1 |
$889k |
|
15k |
59.51 |
|
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$879k |
|
24k |
36.81 |
|
Vanguard World Consum Dis Etf
(VCR)
|
0.1 |
$724k |
|
2.2k |
325.51 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf
(JPST)
|
0.1 |
$722k |
|
14k |
50.63 |
|
Marvell Technology
(MRVL)
|
0.1 |
$718k |
|
12k |
61.57 |
|
Select Sector Spdr Tr Indl
(XLI)
|
0.1 |
$716k |
|
5.5k |
131.07 |
|
Neurocrine Biosciences
(NBIX)
|
0.1 |
$690k |
|
6.2k |
110.60 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$627k |
|
7.7k |
81.76 |
|
Dimensional Etf Trust Us Equity Market
(DFUS)
|
0.1 |
$610k |
|
10k |
60.48 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$610k |
|
12k |
49.81 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$593k |
|
2.2k |
274.92 |
|
Spdr Ser Tr S&P 400 MDCP GRW
(MDYG)
|
0.1 |
$575k |
|
7.2k |
79.46 |
|
Invesco Actively Managed Exc Ultra Shrt Dur
(GSY)
|
0.1 |
$539k |
|
11k |
50.12 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$519k |
|
2.7k |
193.99 |
|
Tesla Motors
(TSLA)
|
0.0 |
$488k |
|
1.9k |
259.16 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$485k |
|
21k |
23.43 |
|
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.0 |
$462k |
|
9.0k |
51.18 |
|
Vanguard World Comm Srvc Etf
(VOX)
|
0.0 |
$419k |
|
2.8k |
148.39 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$417k |
|
4.5k |
92.85 |
|
Ishares Tr Ultra Short-term
(ICSH)
|
0.0 |
$366k |
|
7.2k |
50.70 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.0 |
$365k |
|
7.5k |
48.82 |
|
Ea Series Trust Alpha Arch 1-3
(BOXX)
|
0.0 |
$362k |
|
3.2k |
111.51 |
|
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
0.0 |
$360k |
|
7.2k |
49.73 |
|
Spdr Ser Tr S&p 400 Mdcp Val
(MDYV)
|
0.0 |
$357k |
|
4.6k |
77.05 |
|
Nabors Energy Transition Cor Cl A
(NETD)
|
0.0 |
$342k |
|
31k |
10.95 |
|
Invesco Exchange Traded Fd T S&p500 Pur Gwt
(RPG)
|
0.0 |
$323k |
|
8.4k |
38.25 |
|
First Tr Mid Cap Core Alphad Com Shs
(FNX)
|
0.0 |
$318k |
|
2.9k |
108.98 |
|
NVIDIA Corporation
(NVDA)
|
0.0 |
$317k |
|
2.9k |
108.38 |
|
Ares Acquisition Corp Ii Shs Class A
|
0.0 |
$302k |
|
27k |
11.15 |
|
First Tr Exchange Traded Rba Indl Etf
(AIRR)
|
0.0 |
$287k |
|
4.2k |
68.22 |
|
Vaneck Etf Trust Digital India Et
(DGIN)
|
0.0 |
$278k |
|
7.1k |
38.99 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.0 |
$261k |
|
7.2k |
36.14 |
|
MetLife
(MET)
|
0.0 |
$250k |
|
3.1k |
80.29 |
|
Ib Acquisition Corp Com Shs
(IBAC)
|
0.0 |
$249k |
|
24k |
10.30 |
|
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.0 |
$246k |
|
3.1k |
80.37 |
|
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.0 |
$246k |
|
1.8k |
135.68 |
|
Select Sector Spdr Tr Sbi Materials
(XLB)
|
0.0 |
$243k |
|
2.8k |
85.98 |
|
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.0 |
$242k |
|
2.9k |
83.28 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.0 |
$237k |
|
3.7k |
64.22 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$222k |
|
770.00 |
288.14 |
|
First Tr Exch Traded Fd Iii Managd Mun Etf
(FMB)
|
0.0 |
$216k |
|
4.3k |
50.42 |
|
Select Sector Spdr Tr Energy
(XLE)
|
0.0 |
$213k |
|
2.3k |
93.45 |
|
Haymaker Acquisition Corp Iv Class A
(HYAC)
|
0.0 |
$211k |
|
19k |
10.99 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.0 |
$210k |
|
8.9k |
23.61 |
|
Centurion Acquisition Corp Shs Cl A
(ALF)
|
0.0 |
$157k |
|
15k |
10.24 |
|
Hennessy Cap Invt Corp Vii Unit 99/99/9999
(HVIIU)
|
0.0 |
$157k |
|
16k |
10.07 |
|
New Mountain Finance Corp
(NMFC)
|
0.0 |
$151k |
|
14k |
11.03 |
|
Lionheart Holdings Shs Cl A
(CUB)
|
0.0 |
$149k |
|
15k |
10.27 |
|
Cohen Circle Acquisition Cor Shs Cl A
(CCIR)
|
0.0 |
$147k |
|
13k |
11.21 |
|
Agriculture & Nat Sol Acq Shs Cl A
(ANSC)
|
0.0 |
$129k |
|
12k |
10.67 |
|
Gp-act Iii Acquisition Corp Cl A
(GPAT)
|
0.0 |
$119k |
|
12k |
10.29 |
|
Willow Lane Acquisition Corp Ord Shs Cl A
(WLAC)
|
0.0 |
$115k |
|
12k |
10.02 |
|
Rf Acquisition Corp Ii SHS
(RFAI)
|
0.0 |
$113k |
|
11k |
10.37 |
|
Launch One Acquisition Corp Shs Class A
(LPAA)
|
0.0 |
$112k |
|
11k |
10.21 |
|
Graf Global Corp Ord Shs Cl A
(GRAF)
|
0.0 |
$107k |
|
11k |
10.23 |
|
Black Spade Acquisition Ii C Cl A
|
0.0 |
$104k |
|
10k |
10.15 |
|
Village Farms International
(VFF)
|
0.0 |
$82k |
|
136k |
0.60 |
|
Ib Acquisition Corp Right 09/28/2025
(IBACR)
|
0.0 |
$1.5k |
|
24k |
0.06 |
|
Rf Acquisition Corp Ii Right 05/01/2026
(RFAIR)
|
0.0 |
$763.000000 |
|
11k |
0.07 |