|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
11.2 |
$129M |
|
227k |
568.03 |
|
Vanguard Index Fds Growth Etf
(VUG)
|
5.4 |
$62M |
|
142k |
438.40 |
|
Vanguard Index Fds Value Etf
(VTV)
|
5.3 |
$62M |
|
349k |
176.74 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
3.0 |
$35M |
|
420k |
83.48 |
|
Vanguard Scottsdale Fds Vng Rus1000val
(VONV)
|
2.8 |
$32M |
|
379k |
85.21 |
|
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
2.7 |
$31M |
|
191k |
164.46 |
|
Ishares Tr S&p 500 Val Etf
(IVE)
|
2.5 |
$29M |
|
149k |
195.42 |
|
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.5 |
$29M |
|
68k |
424.58 |
|
Apple
(AAPL)
|
2.5 |
$28M |
|
139k |
205.17 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
2.4 |
$28M |
|
45k |
617.86 |
|
Microsoft Corporation
(MSFT)
|
2.1 |
$25M |
|
50k |
497.41 |
|
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
2.1 |
$24M |
|
223k |
109.20 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.1 |
$24M |
|
86k |
279.83 |
|
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
1.9 |
$22M |
|
79k |
284.39 |
|
Meta Platforms Cl A
(META)
|
1.9 |
$22M |
|
30k |
738.11 |
|
American Centy Etf Tr Multisector
(MUSI)
|
1.5 |
$17M |
|
390k |
44.09 |
|
Alphabet Cap Stk Cl A
(GOOGL)
|
1.5 |
$17M |
|
96k |
176.23 |
|
Capital Grp Fixed Incm Etf T Core Plus Incm
(CGCP)
|
1.5 |
$17M |
|
754k |
22.50 |
|
Ishares Core Msci Emkt
(IEMG)
|
1.4 |
$16M |
|
268k |
60.03 |
|
Amazon
(AMZN)
|
1.4 |
$16M |
|
72k |
219.39 |
|
Pimco Etf Tr 0-5 High Yield
(HYS)
|
1.3 |
$15M |
|
152k |
95.01 |
|
Blackrock Etf Trust Ii Ishares Flexible
(BINC)
|
1.2 |
$14M |
|
267k |
52.84 |
|
Vaneck Etf Trust Bdc Income Etf
(BIZD)
|
1.2 |
$14M |
|
831k |
16.28 |
|
Pimco Etf Tr Shtrm Mun Bd Act
(SMMU)
|
1.1 |
$13M |
|
260k |
50.17 |
|
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
1.1 |
$13M |
|
260k |
49.64 |
|
Hartford Fds Exchange Traded Total Rtrn Etf
(HTRB)
|
1.1 |
$13M |
|
373k |
33.87 |
|
New York Life Invts Active E Nyli Mackay Mun
(MMIT)
|
1.0 |
$11M |
|
462k |
23.85 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.9 |
$10M |
|
131k |
79.50 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.9 |
$10M |
|
94k |
109.29 |
|
Invesco Exchange Traded Fd T S&p500 Eql Tec
(RSPT)
|
0.9 |
$9.9M |
|
243k |
40.78 |
|
Visa Com Cl A
(V)
|
0.7 |
$8.5M |
|
24k |
355.06 |
|
Mastercard Incorporated Cl A
(MA)
|
0.7 |
$8.4M |
|
15k |
561.96 |
|
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.7 |
$8.2M |
|
59k |
138.68 |
|
Wisdomtree Tr Europe Hedged Eq
(HEDJ)
|
0.7 |
$8.1M |
|
169k |
48.12 |
|
American Centy Etf Tr Diversified Mu
(TAXF)
|
0.7 |
$8.0M |
|
164k |
48.93 |
|
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.7 |
$8.0M |
|
70k |
114.27 |
|
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.7 |
$7.8M |
|
74k |
106.34 |
|
Fidelity Covington Trust Vlu Factor Etf
(FVAL)
|
0.6 |
$7.0M |
|
110k |
63.87 |
|
American Express Company
(AXP)
|
0.6 |
$6.9M |
|
22k |
318.99 |
|
Trane Technologies SHS
(TT)
|
0.6 |
$6.8M |
|
16k |
437.41 |
|
United Rentals
(URI)
|
0.5 |
$5.6M |
|
7.4k |
753.48 |
|
Solar Cap
(SLRC)
|
0.5 |
$5.5M |
|
342k |
16.14 |
|
Hca Holdings
(HCA)
|
0.5 |
$5.5M |
|
14k |
383.11 |
|
Charles Schwab Corporation
(SCHW)
|
0.5 |
$5.5M |
|
60k |
91.24 |
|
Putnam Etf Trust Bdc Income Etf
(PBDC)
|
0.5 |
$5.4M |
|
159k |
33.84 |
|
Midcap Financial Invstmnt Com New
(MFIC)
|
0.5 |
$5.2M |
|
413k |
12.62 |
|
Golub Capital BDC
(GBDC)
|
0.4 |
$5.1M |
|
351k |
14.65 |
|
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$5.1M |
|
21k |
236.98 |
|
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.4 |
$5.0M |
|
45k |
112.00 |
|
Ares Capital Corporation
(ARCC)
|
0.4 |
$5.0M |
|
226k |
21.96 |
|
Home Depot
(HD)
|
0.4 |
$4.8M |
|
13k |
366.66 |
|
Tpg Re Finance Trust Inc reit
(TRTX)
|
0.4 |
$4.8M |
|
621k |
7.72 |
|
Twilio Cl A
(TWLO)
|
0.4 |
$4.8M |
|
38k |
124.36 |
|
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$4.7M |
|
16k |
289.92 |
|
Lowe's Companies
(LOW)
|
0.4 |
$4.7M |
|
21k |
221.88 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.4 |
$4.7M |
|
82k |
57.01 |
|
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun
(FSMB)
|
0.4 |
$4.6M |
|
233k |
19.91 |
|
Franklin Bsp Rlty Tr Common Stock
(FBRT)
|
0.4 |
$4.6M |
|
433k |
10.69 |
|
Owl Rock Capital Corporation
(OBDC)
|
0.4 |
$4.5M |
|
314k |
14.34 |
|
Simon Property
(SPG)
|
0.4 |
$4.4M |
|
28k |
160.76 |
|
salesforce
(CRM)
|
0.4 |
$4.4M |
|
16k |
272.70 |
|
Crescent Capital Bdc
(CCAP)
|
0.4 |
$4.3M |
|
308k |
14.10 |
|
Stryker Corporation
(SYK)
|
0.4 |
$4.3M |
|
11k |
395.64 |
|
Novo-nordisk A S Adr
(NVO)
|
0.4 |
$4.3M |
|
62k |
69.02 |
|
Parker-Hannifin Corporation
(PH)
|
0.4 |
$4.2M |
|
6.1k |
698.50 |
|
Sherwin-Williams Company
(SHW)
|
0.3 |
$4.0M |
|
12k |
343.38 |
|
Goldman Sachs
(GS)
|
0.3 |
$3.9M |
|
5.4k |
707.75 |
|
Blackstone Mtg Tr Com Cl A
(BXMT)
|
0.3 |
$3.8M |
|
197k |
19.25 |
|
Vaneck Etf Trust Vaneck Shrt Muni
(SMB)
|
0.3 |
$3.7M |
|
215k |
17.26 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$3.6M |
|
5.9k |
620.93 |
|
Walt Disney Company
(DIS)
|
0.3 |
$3.6M |
|
29k |
124.01 |
|
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.3 |
$3.6M |
|
162k |
22.10 |
|
Costco Wholesale Corporation
(COST)
|
0.3 |
$3.5M |
|
3.6k |
989.97 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$3.3M |
|
135k |
24.44 |
|
AutoZone
(AZO)
|
0.3 |
$3.3M |
|
876.00 |
3712.23 |
|
Union Pacific Corporation
(UNP)
|
0.3 |
$3.2M |
|
14k |
230.10 |
|
Ishares Tr U.s. Tech Etf
(IYW)
|
0.3 |
$3.2M |
|
18k |
173.28 |
|
Wal-Mart Stores
(WMT)
|
0.3 |
$3.1M |
|
32k |
97.78 |
|
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.3 |
$3.1M |
|
107k |
29.21 |
|
Kkr Real Estate Finance Trust
(KREF)
|
0.3 |
$3.0M |
|
345k |
8.77 |
|
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$3.0M |
|
17k |
177.39 |
|
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm
(SOXQ)
|
0.3 |
$3.0M |
|
68k |
43.66 |
|
L3harris Technologies
(LHX)
|
0.3 |
$2.9M |
|
12k |
250.86 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$2.9M |
|
6.0k |
485.77 |
|
General Dynamics Corporation
(GD)
|
0.3 |
$2.9M |
|
9.9k |
291.69 |
|
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.3 |
$2.9M |
|
6.5k |
445.20 |
|
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.3 |
$2.9M |
|
22k |
132.14 |
|
Adobe Systems Incorporated
(ADBE)
|
0.2 |
$2.8M |
|
7.2k |
386.88 |
|
Stellus Capital Investment
(SCM)
|
0.2 |
$2.8M |
|
198k |
13.94 |
|
Uber Technologies
(UBER)
|
0.2 |
$2.7M |
|
29k |
93.30 |
|
Jefferies Finl Group
(JEF)
|
0.2 |
$2.6M |
|
48k |
54.69 |
|
First Tr Exchange-traded Fst Low Oppt Eft
(LMBS)
|
0.2 |
$2.5M |
|
51k |
49.26 |
|
Tcg Bdc
(CGBD)
|
0.2 |
$2.4M |
|
176k |
13.68 |
|
Ishares Tr Ishares Semicdtr
(SOXX)
|
0.2 |
$2.4M |
|
9.9k |
238.71 |
|
Spdr Series Trust Portfolio S&p500
(SPLG)
|
0.2 |
$2.2M |
|
31k |
72.69 |
|
Snap-on Incorporated
(SNA)
|
0.2 |
$2.2M |
|
7.2k |
311.20 |
|
Tractor Supply Company
(TSCO)
|
0.2 |
$2.2M |
|
42k |
52.77 |
|
UnitedHealth
(UNH)
|
0.2 |
$2.2M |
|
7.0k |
312.01 |
|
Hubbell
(HUBB)
|
0.2 |
$2.1M |
|
5.3k |
408.44 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$2.1M |
|
14k |
152.76 |
|
Fiserv
(FI)
|
0.2 |
$2.0M |
|
12k |
172.41 |
|
TJX Companies
(TJX)
|
0.2 |
$2.0M |
|
17k |
123.50 |
|
Wisdomtree Tr Itl Hdg Qtly Div
(IHDG)
|
0.2 |
$1.9M |
|
42k |
45.05 |
|
Silver Spike Investment Corp
(LIEN)
|
0.2 |
$1.8M |
|
178k |
10.35 |
|
Corpay Com Shs
(CPAY)
|
0.2 |
$1.8M |
|
5.5k |
331.82 |
|
Digital Realty Trust
(DLR)
|
0.2 |
$1.8M |
|
10k |
174.34 |
|
Invesco Exchange Traded Fd T S&p500 Pur Val
(RPV)
|
0.1 |
$1.7M |
|
18k |
93.76 |
|
Nordson Corporation
(NDSN)
|
0.1 |
$1.6M |
|
7.6k |
214.38 |
|
First Tr Exchange-traded First Tr Enh New
(FTSM)
|
0.1 |
$1.6M |
|
27k |
59.87 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$1.6M |
|
26k |
62.02 |
|
Marriott Intl Cl A
(MAR)
|
0.1 |
$1.5M |
|
5.6k |
273.22 |
|
Generac Holdings
(GNRC)
|
0.1 |
$1.5M |
|
11k |
143.21 |
|
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$1.5M |
|
2.00 |
728800.00 |
|
Fidelity Wise Origin Bitcoin SHS
(FBTC)
|
0.1 |
$1.4M |
|
15k |
93.99 |
|
Eaton Corp SHS
(ETN)
|
0.1 |
$1.3M |
|
3.7k |
356.99 |
|
Cbre Group Cl A
(CBRE)
|
0.1 |
$1.3M |
|
9.0k |
140.12 |
|
Janus Detroit Str Tr Hendrson Aaa Cl
(JAAA)
|
0.1 |
$1.3M |
|
25k |
50.75 |
|
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$1.2M |
|
36k |
34.48 |
|
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$1.2M |
|
6.3k |
195.04 |
|
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$1.2M |
|
44k |
27.67 |
|
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$1.2M |
|
14k |
89.39 |
|
Fs Kkr Capital Corp
(FSK)
|
0.1 |
$1.2M |
|
57k |
20.75 |
|
Columbia Etf Tr I Multi Sec Muni
(MUST)
|
0.1 |
$1.2M |
|
58k |
20.12 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.1 |
$1.1M |
|
39k |
28.05 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$1.1M |
|
1.9k |
551.92 |
|
Ishares Tr Russell 3000 Etf
(IWV)
|
0.1 |
$1.0M |
|
2.9k |
351.00 |
|
First Tr Exchng Traded Fd Vi Smith Opport Fxd
(FIXD)
|
0.1 |
$969k |
|
22k |
43.89 |
|
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$947k |
|
7.1k |
133.33 |
|
Invesco Exchange Traded Fd T Large Cap Value
(PWV)
|
0.1 |
$928k |
|
15k |
62.14 |
|
Marvell Technology
(MRVL)
|
0.1 |
$902k |
|
12k |
77.40 |
|
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$895k |
|
24k |
37.51 |
|
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$821k |
|
6.1k |
134.79 |
|
Neurocrine Biosciences
(NBIX)
|
0.1 |
$793k |
|
6.3k |
125.69 |
|
Vanguard World Consum Dis Etf
(VCR)
|
0.1 |
$790k |
|
2.2k |
362.32 |
|
Select Sector Spdr Tr Indl
(XLI)
|
0.1 |
$789k |
|
5.3k |
147.52 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf
(JPST)
|
0.1 |
$729k |
|
14k |
50.68 |
|
Dimensional Etf Trust Us Equity Market
(DFUS)
|
0.1 |
$676k |
|
10k |
67.02 |
|
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$640k |
|
12k |
52.37 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.1 |
$636k |
|
7.7k |
82.92 |
|
Spdr Series Trust S&P 400 MDCP GRW
(MDYG)
|
0.1 |
$631k |
|
7.3k |
86.87 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$613k |
|
2.0k |
304.01 |
|
Tesla Motors
(TSLA)
|
0.1 |
$598k |
|
1.9k |
317.66 |
|
Vanguard Admiral Fds 500 Grth Idx F
(VOOG)
|
0.0 |
$576k |
|
1.5k |
396.77 |
|
Invesco Actively Managed Exc Ultra Shrt Dur
(GSY)
|
0.0 |
$545k |
|
11k |
50.14 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.0 |
$534k |
|
2.6k |
204.67 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$517k |
|
20k |
25.30 |
|
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$494k |
|
4.5k |
110.12 |
|
Vanguard World Comm Srvc Etf
(VOX)
|
0.0 |
$480k |
|
2.8k |
171.03 |
|
NVIDIA Corporation
(NVDA)
|
0.0 |
$465k |
|
2.9k |
157.99 |
|
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.0 |
$453k |
|
9.0k |
50.21 |
|
Invesco Exchange Traded Fd T S&p500 Pur Gwt
(RPG)
|
0.0 |
$386k |
|
8.4k |
45.77 |
|
Ishares Tr Ultra Short Dur
(ICSH)
|
0.0 |
$370k |
|
7.3k |
50.71 |
|
Spdr Series Trust S&p 400 Mdcp Val
(MDYV)
|
0.0 |
$369k |
|
4.6k |
79.43 |
|
Ea Series Trust Alpha Arch 1-3
(BOXX)
|
0.0 |
$366k |
|
3.2k |
112.70 |
|
Pgim Etf Tr Pgim Ultra Sh Bd
(PULS)
|
0.0 |
$364k |
|
7.3k |
49.76 |
|
First Tr Exchange Traded Rba Indl Etf
(AIRR)
|
0.0 |
$350k |
|
4.3k |
81.41 |
|
Vaneck Etf Trust Intrmdt Muni Etf
(ITM)
|
0.0 |
$336k |
|
7.4k |
45.47 |
|
First Tr Exchange-traded A Com Shs
(FNX)
|
0.0 |
$335k |
|
2.9k |
114.85 |
|
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.0 |
$328k |
|
6.6k |
49.52 |
|
Vaneck Etf Trust Digital India Et
(DGIN)
|
0.0 |
$323k |
|
7.3k |
44.24 |
|
Spdr Series Trust Prtflo S&p500 Gw
(SPYG)
|
0.0 |
$290k |
|
3.0k |
95.32 |
|
Schwab Strategic Tr Fundamental Intl
(FNDF)
|
0.0 |
$281k |
|
7.0k |
40.02 |
|
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.0 |
$265k |
|
2.9k |
90.98 |
|
Bank of America Corporation
(BAC)
|
0.0 |
$257k |
|
5.4k |
47.32 |
|
Ib Acquisition Corp Com Shs
(IBAC)
|
0.0 |
$252k |
|
24k |
10.44 |
|
Select Sector Spdr Tr Sbi Materials
(XLB)
|
0.0 |
$247k |
|
2.8k |
87.81 |
|
Spdr Series Trust S&p Divid Etf
(SDY)
|
0.0 |
$246k |
|
1.8k |
135.73 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf
(VWOB)
|
0.0 |
$242k |
|
3.7k |
65.36 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$235k |
|
770.00 |
304.83 |
|
Schwab Strategic Tr Fundamental Us L
(FNDX)
|
0.0 |
$218k |
|
8.9k |
24.54 |
|
First Tr Exch Traded Fd Iii Managd Mun Etf
(FMB)
|
0.0 |
$214k |
|
4.3k |
49.82 |
|
Haymaker Acquisition Corp Iv Class A
(HYAC)
|
0.0 |
$213k |
|
19k |
11.10 |
|
Nabors Energy Transition Cor Cl A
(NETD)
|
0.0 |
$162k |
|
15k |
11.10 |
|
Centurion Acquisition Corp Shs Cl A
(ALF)
|
0.0 |
$161k |
|
15k |
10.52 |
|
Lionheart Holdings Shs Cl A
(CUB)
|
0.0 |
$152k |
|
15k |
10.50 |
|
Village Farms International
(VFF)
|
0.0 |
$149k |
|
136k |
1.10 |
|
New Mountain Finance Corp
(NMFC)
|
0.0 |
$145k |
|
14k |
10.55 |
|
Hennessy Cap Invt Corp Vii Ord Shs Cl A
(HVII)
|
0.0 |
$122k |
|
12k |
10.16 |
|
Gp-act Iii Acquisition Corp Cl A
(GPAT)
|
0.0 |
$122k |
|
12k |
10.55 |
|
Willow Lane Acquisition Corp Ord Shs Cl A
(WLAC)
|
0.0 |
$118k |
|
12k |
10.23 |
|
Rf Acquisition Corp Ii SHS
(RFAI)
|
0.0 |
$115k |
|
11k |
10.53 |
|
Launch One Acquisition Corp Shs Class A
(LPAA)
|
0.0 |
$115k |
|
11k |
10.41 |
|
Graf Global Corp Ord Shs Cl A
(GRAF)
|
0.0 |
$110k |
|
11k |
10.46 |
|
PennantPark Investment
(PNNT)
|
0.0 |
$97k |
|
14k |
6.84 |
|
Hennessy Cap Invt Corp Vii Right 01/17/2030
(HVIIR)
|
0.0 |
$4.7k |
|
16k |
0.30 |
|
Ib Acquisition Corp Right 09/28/2025
(IBACR)
|
0.0 |
$1.0k |
|
24k |
0.04 |
|
Rf Acquisition Corp Ii Right 05/01/2026
(RFAIR)
|
0.0 |
$741.200000 |
|
11k |
0.07 |