Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / as of March 31, 2024

Portfolio Holdings for Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / holds 577 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs (GS) 4.7 $273M 652k 417.69
Select Sector Spdr Tr Technology (XLK) 3.7 $214M 1.0M 208.27
Janus Detroit Str Tr Henderson Mtg (JMBS) 2.6 $149M 3.3M 45.10
Select Sector Spdr Tr Financial (XLF) 2.1 $121M 2.9M 42.12
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $108M 3.8M 27.94
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $101M 686k 147.73
Spdr Ser Tr Portfli Intrmdit (SPTI) 1.7 $99M 3.5M 28.18
Global X Fds Us Infr Dev Etf (PAVE) 1.7 $96M 2.4M 39.81
Select Sector Spdr Tr Communication (XLC) 1.6 $92M 1.1M 81.66
Apple (AAPL) 1.6 $90M 524k 171.48
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.4 $80M 1.9M 43.04
NVIDIA Corporation (NVDA) 1.3 $76M 84k 903.57
Microsoft Corporation (MSFT) 1.3 $73M 174k 420.73
Select Sector Spdr Tr Energy (XLE) 1.2 $69M 732k 94.41
World Gold Tr Spdr Gld Minis (GLDM) 1.2 $67M 1.5M 44.05
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $66M 1.1M 57.96
Coca-Cola Company (KO) 1.1 $64M 1.0M 61.18
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $52M 595k 86.67
Ishares Msci Eurzone Etf (EZU) 0.9 $51M 998k 51.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $50M 148k 337.05
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.8 $49M 314k 155.74
Ishares Tr Msci Eafe Etf (EFA) 0.8 $48M 604k 79.86
Ishares Msci Jpn Etf New (EWJ) 0.8 $48M 672k 71.35
Ishares Tr U.s. Tech Etf (IYW) 0.8 $45M 337k 135.06
Select Sector Spdr Tr Indl (XLI) 0.8 $45M 360k 125.96
Costco Wholesale Corporation (COST) 0.7 $41M 56k 732.64
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.7 $40M 717k 55.13
Janus Detroit Str Tr Henderson Securi (JSI) 0.7 $39M 763k 51.63
Home Depot (HD) 0.6 $37M 95k 383.61
Eaton Corp SHS (ETN) 0.6 $36M 116k 312.68
Visa Com Cl A (V) 0.6 $36M 128k 279.08
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.6 $36M 693k 51.36
Martin Marietta Materials (MLM) 0.6 $35M 57k 613.95
Cintas Corporation (CTAS) 0.6 $34M 50k 687.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $34M 189k 179.11
Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $33M 1.1M 29.11
Amazon (AMZN) 0.6 $33M 182k 180.38
JPMorgan Chase & Co. (JPM) 0.5 $32M 157k 200.30
Darden Restaurants (DRI) 0.5 $31M 186k 167.15
Accenture Plc Ireland Shs Class A (ACN) 0.5 $31M 88k 346.61
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $30M 386k 78.64
Meta Platforms Cl A (META) 0.5 $30M 63k 485.59
Eli Lilly & Co. (LLY) 0.5 $30M 39k 777.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $30M 476k 62.06
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $28M 368k 76.36
Ishares Tr Msci Euro Fl Etf (EUFN) 0.5 $28M 1.2M 22.74
Honeywell International (HON) 0.5 $27M 133k 205.25
Alphabet Cap Stk Cl A (GOOGL) 0.5 $27M 180k 150.93
TJX Companies (TJX) 0.5 $27M 264k 101.42
Steris Shs Usd (STE) 0.5 $26M 116k 224.82
SPS Commerce (SPSC) 0.4 $26M 140k 184.90
Emcor (EME) 0.4 $25M 72k 350.21
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $24M 132k 183.89
Chevron Corporation (CVX) 0.4 $24M 151k 157.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $24M 45k 523.09
Cme (CME) 0.4 $24M 110k 215.29
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.4 $24M 905k 26.13
Doubleline Etf Trust Mortgage Etf (DMBS) 0.4 $24M 484k 48.69
Dex (DXCM) 0.4 $23M 169k 138.70
Copart (CPRT) 0.4 $23M 398k 57.92
Procter & Gamble Company (PG) 0.4 $22M 137k 162.25
Qualys (QLYS) 0.4 $22M 130k 166.87
Entegris (ENTG) 0.4 $22M 154k 140.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $21M 44k 480.72
Ishares Tr Core Msci Eafe (IEFA) 0.4 $21M 285k 74.22
Abbvie (ABBV) 0.4 $21M 115k 182.10
Monolithic Power Systems (MPWR) 0.4 $21M 31k 677.43
Synopsys (SNPS) 0.3 $20M 35k 571.51
Franklin Templeton Etf Tr Us Treasury Bond (FLGV) 0.3 $20M 971k 20.49
Deckers Outdoor Corporation (DECK) 0.3 $20M 21k 941.27
Servicenow (NOW) 0.3 $20M 26k 762.44
Merck & Co (MRK) 0.3 $20M 150k 131.95
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $20M 613k 32.23
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.3 $20M 127k 154.93
Nvent Electric SHS (NVT) 0.3 $19M 256k 75.40
Saia (SAIA) 0.3 $19M 33k 585.03
Tractor Supply Company (TSCO) 0.3 $19M 73k 261.72
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.3 $19M 166k 112.04
Adobe Systems Incorporated (ADBE) 0.3 $19M 37k 504.61
Arista Networks (ANET) 0.3 $19M 64k 289.98
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $19M 312k 59.40
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $18M 429k 42.11
Intuit (INTU) 0.3 $18M 28k 650.01
Crane Company Common Stock (CR) 0.3 $18M 131k 135.13
Zoetis Cl A (ZTS) 0.3 $17M 103k 169.21
Pool Corporation (POOL) 0.3 $17M 43k 403.50
Linde SHS (LIN) 0.3 $17M 37k 464.33
Stryker Corporation (SYK) 0.3 $17M 48k 357.88
Nxp Semiconductors N V (NXPI) 0.3 $17M 70k 247.77
O'reilly Automotive (ORLY) 0.3 $17M 15k 1128.93
Sherwin-Williams Company (SHW) 0.3 $17M 50k 347.34
ConocoPhillips (COP) 0.3 $17M 134k 127.28
Valvoline Inc Common (VVV) 0.3 $17M 382k 44.57
Caterpillar (CAT) 0.3 $17M 46k 366.44
Comfort Systems USA (FIX) 0.3 $17M 53k 317.71
Vanguard Index Fds Value Etf (VTV) 0.3 $17M 102k 162.86
Intuitive Surgical Com New (ISRG) 0.3 $17M 42k 399.09
DV (DV) 0.3 $16M 458k 35.16
McDonald's Corporation (MCD) 0.3 $16M 57k 281.96
Cooper Cos (COO) 0.3 $16M 157k 101.46
Avery Dennison Corporation (AVY) 0.3 $16M 71k 223.25
Elf Beauty (ELF) 0.3 $16M 80k 196.03
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.3 $16M 106k 148.44
Illinois Tool Works (ITW) 0.3 $16M 58k 268.33
Amgen (AMGN) 0.3 $16M 55k 284.33
Angel Oak Funds Trust Income Etf (CARY) 0.3 $16M 753k 20.54
Raymond James Financial (RJF) 0.3 $15M 119k 128.42
Analog Devices (ADI) 0.3 $15M 77k 197.79
Broadridge Financial Solutions (BR) 0.3 $15M 74k 204.86
Bruker Corporation (BRKR) 0.3 $15M 162k 93.94
UnitedHealth (UNH) 0.3 $15M 31k 494.71
West Pharmaceutical Services (WST) 0.3 $15M 38k 395.71
Roper Industries (ROP) 0.3 $15M 27k 560.86
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $15M 28k 522.89
Charles River Laboratories (CRL) 0.3 $15M 54k 270.96
salesforce (CRM) 0.3 $15M 49k 301.19
Freeport-mcmoran CL B (FCX) 0.3 $15M 310k 47.02
RPM International (RPM) 0.2 $14M 121k 118.95
Broadcom (AVGO) 0.2 $14M 11k 1325.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $14M 309k 46.00
Allstate Corporation (ALL) 0.2 $14M 82k 173.01
Mettler-Toledo International (MTD) 0.2 $14M 11k 1331.46
Church & Dwight (CHD) 0.2 $14M 134k 104.31
Teledyne Technologies Incorporated (TDY) 0.2 $14M 32k 429.33
Old Dominion Freight Line (ODFL) 0.2 $14M 63k 219.32
Boston Scientific Corporation (BSX) 0.2 $14M 202k 68.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $14M 276k 50.17
Watts Water Technologies Cl A (WTS) 0.2 $14M 65k 212.55
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $14M 337k 40.50
EOG Resources (EOG) 0.2 $14M 106k 127.84
Pioneer Natural Resources 0.2 $13M 51k 262.50
Championx Corp (CHX) 0.2 $13M 366k 35.89
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $13M 119k 110.52
Bj's Wholesale Club Holdings (BJ) 0.2 $13M 173k 75.65
Oracle Corporation (ORCL) 0.2 $13M 104k 125.61
Keysight Technologies (KEYS) 0.2 $13M 83k 156.38
Colgate-Palmolive Company (CL) 0.2 $13M 142k 90.05
Te Connectivity SHS 0.2 $13M 87k 145.24
ResMed (RMD) 0.2 $13M 63k 198.03
FactSet Research Systems (FDS) 0.2 $13M 28k 454.41
Parker-Hannifin Corporation (PH) 0.2 $13M 23k 555.80
Cisco Systems (CSCO) 0.2 $13M 250k 49.91
Paycom Software (PAYC) 0.2 $13M 63k 199.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $12M 76k 158.81
Brown & Brown (BRO) 0.2 $12M 137k 87.54
Arthur J. Gallagher & Co. (AJG) 0.2 $12M 47k 250.04
The Trade Desk Com Cl A (TTD) 0.2 $12M 134k 87.42
Moody's Corporation (MCO) 0.2 $12M 30k 393.03
Medpace Hldgs (MEDP) 0.2 $12M 29k 404.15
Vanguard Index Fds Large Cap Etf (VV) 0.2 $12M 48k 239.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $12M 60k 191.88
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $12M 214k 53.66
Nextera Energy (NEE) 0.2 $11M 179k 63.91
Take-Two Interactive Software (TTWO) 0.2 $11M 76k 148.49
Fabrinet SHS (FN) 0.2 $11M 60k 189.02
Mondelez Intl Cl A (MDLZ) 0.2 $11M 159k 70.00
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $11M 114k 97.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $11M 146k 75.98
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.2 $11M 56k 197.10
Willscot Mobil Mini Hldng Com Cl A (WSC) 0.2 $11M 237k 46.50
Phillips 66 (PSX) 0.2 $11M 67k 163.34
Hologic (HOLX) 0.2 $11M 140k 77.96
United Parcel Service CL B (UPS) 0.2 $11M 73k 148.63
T. Rowe Price (TROW) 0.2 $11M 87k 121.92
Onto Innovation (ONTO) 0.2 $11M 58k 181.08
Sterling Construction Company (STRL) 0.2 $11M 95k 110.31
Ishares Tr Core S&p500 Etf (IVV) 0.2 $10M 19k 525.77
EnPro Industries (NPO) 0.2 $10M 60k 168.77
Dynatrace Com New (DT) 0.2 $9.8M 211k 46.44
Vanguard Index Fds Growth Etf (VUG) 0.2 $9.7M 28k 344.21
Nike CL B (NKE) 0.2 $9.7M 103k 93.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $9.5M 37k 260.73
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $9.4M 298k 31.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $9.3M 154k 60.74
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $9.1M 34k 270.81
Prestige Brands Holdings (PBH) 0.2 $9.0M 124k 72.56
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $9.0M 100k 89.67
FTI Consulting (FCN) 0.2 $9.0M 43k 210.29
Sprouts Fmrs Mkt (SFM) 0.2 $8.9M 139k 64.48
Perficient (PRFT) 0.2 $8.9M 157k 56.29
UFP Technologies (UFPT) 0.2 $8.7M 35k 252.20
Summit Matls Cl A (SUM) 0.1 $8.5M 190k 44.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $8.5M 105k 80.63
Alphabet Cap Stk Cl C (GOOG) 0.1 $8.2M 54k 152.26
Ishares Core Msci Emkt (IEMG) 0.1 $8.2M 158k 51.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $8.1M 194k 41.77
Integer Hldgs (ITGR) 0.1 $8.1M 69k 116.68
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $7.9M 56k 139.82
ICF International (ICFI) 0.1 $7.8M 52k 150.63
Boot Barn Hldgs (BOOT) 0.1 $7.7M 81k 95.15
Skyline Corporation (SKY) 0.1 $7.6M 89k 85.01
Applied Materials (AMAT) 0.1 $7.2M 35k 206.23
Badger Meter (BMI) 0.1 $7.1M 44k 161.81
AeroVironment (AVAV) 0.1 $7.1M 47k 153.28
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $7.1M 143k 49.24
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $6.8M 68k 100.89
Csw Industrials (CSWI) 0.1 $6.8M 29k 234.60
Simply Good Foods (SMPL) 0.1 $6.8M 199k 34.03
Balchem Corporation (BCPC) 0.1 $6.7M 43k 154.95
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $6.7M 187k 35.84
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $6.7M 316k 21.15
LeMaitre Vascular (LMAT) 0.1 $6.6M 99k 66.36
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.1 $6.4M 228k 28.07
Fortinet (FTNT) 0.1 $6.4M 93k 68.31
Valmont Industries (VMI) 0.1 $6.3M 28k 228.29
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $6.3M 83k 75.40
Supernus Pharmaceuticals (SUPN) 0.1 $6.1M 178k 34.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $6.0M 14k 420.54
Calix (CALX) 0.1 $5.8M 176k 33.16
Dupont De Nemours (DD) 0.1 $5.8M 75k 76.67
NOVA MEASURING Instruments L (NVMI) 0.1 $5.7M 32k 177.38
Progyny (PGNY) 0.1 $5.7M 150k 38.15
Cohen & Steers (CNS) 0.1 $5.7M 74k 76.89
Crane Holdings (CXT) 0.1 $5.6M 91k 61.90
Bank of America Corporation (BAC) 0.1 $5.6M 148k 37.92
Merit Medical Systems (MMSI) 0.1 $5.5M 73k 75.75
Vericel (VCEL) 0.1 $5.5M 106k 52.02
Exxon Mobil Corporation (XOM) 0.1 $5.4M 47k 116.24
Ishares Tr Mbs Etf (MBB) 0.1 $5.4M 58k 92.42
Moog Cl A (MOG.A) 0.1 $5.4M 34k 159.66
Ameris Ban (ABCB) 0.1 $5.3M 110k 48.38
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $5.3M 146k 36.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $5.2M 64k 81.43
SM Energy (SM) 0.1 $5.2M 105k 49.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $5.1M 101k 50.60
WNS HLDGS Com Shs (WNS) 0.1 $5.1M 106k 48.06
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $5.1M 107k 47.46
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.0M 219k 22.77
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $4.9M 127k 39.02
Doubleline Etf Trust Opportunistic Bd (DBND) 0.1 $4.9M 107k 45.88
Power Integrations (POWI) 0.1 $4.9M 68k 71.55
Vanguard World Financials Etf (VFH) 0.1 $4.8M 47k 102.39
Williams-Sonoma (WSM) 0.1 $4.8M 15k 317.57
Yeti Hldgs (YETI) 0.1 $4.8M 124k 38.55
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $4.7M 88k 53.80
Ecolab (ECL) 0.1 $4.7M 20k 230.91
Dow (DOW) 0.1 $4.6M 79k 57.93
Chuys Hldgs (CHUY) 0.1 $4.5M 134k 33.73
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.1 $4.5M 88k 50.88
Citigroup Com New (C) 0.1 $4.4M 70k 63.24
Corteva (CTVA) 0.1 $4.4M 77k 57.67
Mgp Ingredients Inc Common Sto (MGPI) 0.1 $4.3M 50k 86.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $4.3M 60k 72.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $4.3M 39k 108.93
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $4.1M 41k 100.71
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $4.1M 141k 29.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.1M 9.2k 444.08
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $4.1M 170k 23.89
Azek Cl A (AZEK) 0.1 $4.0M 80k 50.22
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $4.0M 37k 110.13
Canadian Pacific Kansas City (CP) 0.1 $4.0M 45k 88.17
Netflix (NFLX) 0.1 $3.9M 6.5k 607.42
Cyberark Software SHS (CYBR) 0.1 $3.9M 15k 265.63
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $3.8M 6.00 634440.00
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $3.8M 61k 61.90
Lowe's Companies (LOW) 0.1 $3.8M 15k 254.74
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $3.7M 39k 95.20
Johnson & Johnson (JNJ) 0.1 $3.7M 23k 158.20
Equinix (EQIX) 0.1 $3.6M 4.4k 825.44
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $3.6M 44k 82.97
Blackstone Group Inc Com Cl A (BX) 0.1 $3.6M 27k 131.38
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $3.5M 34k 103.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.5M 85k 41.08
Mastercard Incorporated Cl A (MA) 0.1 $3.4M 7.2k 481.69
Cdw (CDW) 0.1 $3.3M 13k 255.80
Ptc (PTC) 0.1 $3.3M 18k 188.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.3M 24k 136.05
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $3.2M 63k 50.74
Core Labs Nv (CLB) 0.1 $3.1M 183k 17.08
United Rentals (URI) 0.1 $3.1M 4.3k 721.12
Autodesk (ADSK) 0.1 $3.1M 12k 260.43
Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $3.1M 60k 51.71
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $3.1M 44k 70.88
Kinsale Cap Group (KNSL) 0.1 $3.1M 5.9k 524.75
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $3.0M 150k 20.30
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.1 $3.0M 116k 26.09
Advanced Micro Devices (AMD) 0.1 $3.0M 17k 180.51
Curtiss-Wright (CW) 0.1 $3.0M 12k 255.97
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $3.0M 65k 45.94
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $3.0M 25k 116.84
Ishares Tr National Mun Etf (MUB) 0.1 $2.9M 27k 107.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $2.9M 31k 92.72
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $2.7M 27k 101.78
Vanguard World Inf Tech Etf (VGT) 0.0 $2.7M 5.2k 524.42
Vanguard World Energy Etf (VDE) 0.0 $2.7M 20k 131.70
Ishares Tr North Amern Nat (IGE) 0.0 $2.6M 59k 44.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $2.6M 9.9k 259.93
Penumbra (PEN) 0.0 $2.5M 11k 223.18
Cactus Cl A (WHD) 0.0 $2.5M 50k 50.09
Ishares Msci Pac Jp Etf (EPP) 0.0 $2.5M 58k 42.81
Halozyme Therapeutics (HALO) 0.0 $2.5M 61k 40.68
Morningstar (MORN) 0.0 $2.4M 7.9k 308.37
Repligen Corporation (RGEN) 0.0 $2.4M 13k 183.93
Spdr Ser Tr S&p Biotech (XBI) 0.0 $2.4M 25k 94.89
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $2.4M 46k 52.16
Builders FirstSource (BLDR) 0.0 $2.4M 12k 208.55
Micron Technology (MU) 0.0 $2.4M 20k 117.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $2.4M 32k 72.63
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $2.3M 40k 58.55
Automatic Data Processing (ADP) 0.0 $2.3M 9.3k 249.75
International Business Machines (IBM) 0.0 $2.3M 12k 190.98
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $2.3M 167k 13.87
Lattice Semiconductor (LSCC) 0.0 $2.3M 29k 78.23
Range Resources (RRC) 0.0 $2.2M 65k 34.43
Abbott Laboratories (ABT) 0.0 $2.2M 20k 113.67
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $2.2M 35k 63.85
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $2.2M 29k 77.73
KBR (KBR) 0.0 $2.2M 35k 63.66
Williams Companies (WMB) 0.0 $2.1M 55k 38.97
Option Care Health Com New (OPCH) 0.0 $2.1M 62k 33.54
Icici Bank Adr (IBN) 0.0 $2.1M 79k 26.41
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $2.1M 22k 95.50
Palo Alto Networks (PANW) 0.0 $2.1M 7.2k 284.15
Qualcomm (QCOM) 0.0 $2.0M 12k 169.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $2.0M 26k 77.31
Ishares Tr Core Intl Aggr (IAGG) 0.0 $2.0M 40k 49.95
Insulet Corporation (PODD) 0.0 $2.0M 12k 171.41
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $2.0M 55k 35.91
Cigna Corp (CI) 0.0 $2.0M 5.4k 363.21
Terreno Realty Corporation (TRNO) 0.0 $2.0M 30k 66.40
Super Micro Computer 0.0 $2.0M 1.9k 1010.03
Amphenol Corp Cl A (APH) 0.0 $1.9M 16k 115.35
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $1.9M 53k 35.71
Jpmorgan Chase & Co Alerian Ml Etn 0.0 $1.9M 65k 28.49
Ishares Gold Tr Ishares New (IAU) 0.0 $1.8M 44k 42.01
Choice Hotels International (CHH) 0.0 $1.8M 15k 126.36
Werner Enterprises (WERN) 0.0 $1.8M 46k 39.12
Ishares Frontier And Sel (FM) 0.0 $1.8M 62k 28.65
Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.8M 31k 56.59
Air Products & Chemicals (APD) 0.0 $1.7M 6.9k 242.27
Draftkings Com Cl A (DKNG) 0.0 $1.7M 37k 45.41
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.6M 7.2k 228.61
Marsh & McLennan Companies (MMC) 0.0 $1.6M 7.9k 205.99
Tesla Motors (TSLA) 0.0 $1.6M 9.2k 175.80
Deere & Company (DE) 0.0 $1.6M 3.9k 410.84
Starbucks Corporation (SBUX) 0.0 $1.6M 18k 91.39
Morgan Stanley Com New (MS) 0.0 $1.6M 17k 94.17
Thermo Fisher Scientific (TMO) 0.0 $1.6M 2.7k 581.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.6M 19k 81.78
Novo-nordisk A S Adr (NVO) 0.0 $1.6M 12k 128.42
Pepsi (PEP) 0.0 $1.5M 8.7k 175.05
Texas Instruments Incorporated (TXN) 0.0 $1.5M 8.7k 174.24
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $1.5M 9.7k 155.85
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $1.4M 25k 57.93
Wells Fargo & Company (WFC) 0.0 $1.4M 25k 57.96
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $1.4M 27k 52.55
Fair Isaac Corporation (FICO) 0.0 $1.4M 1.1k 1249.61
Uber Technologies (UBER) 0.0 $1.4M 18k 76.99
Travelers Companies (TRV) 0.0 $1.4M 6.0k 230.17
PNC Financial Services (PNC) 0.0 $1.4M 8.6k 161.62
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.4M 4.3k 320.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.4M 12k 114.96
Raytheon Technologies Corp (RTX) 0.0 $1.4M 14k 97.54
Union Pacific Corporation (UNP) 0.0 $1.3M 5.5k 245.98
McKesson Corporation (MCK) 0.0 $1.3M 2.4k 536.85
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $1.3M 65k 19.77
Asml Holding N V N Y Registry Shs (ASML) 0.0 $1.3M 1.3k 971.16
Trex Company (TREX) 0.0 $1.3M 13k 99.75
Danaher Corporation (DHR) 0.0 $1.2M 5.0k 249.76
Ishares Tr Esg Aware Msci (ESML) 0.0 $1.2M 31k 40.27
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.2M 11k 107.43
Ishares Tr Us Industrials (IYJ) 0.0 $1.2M 9.4k 125.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $1.1M 8.7k 131.25
Marriott Intl Cl A (MAR) 0.0 $1.1M 4.5k 252.38
Lockheed Martin Corporation (LMT) 0.0 $1.1M 2.5k 454.99
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $1.1M 71k 15.73
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $1.1M 13k 86.18
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $1.1M 23k 47.06
Vanguard World Consum Stp Etf (VDC) 0.0 $1.1M 5.3k 204.14
Hdfc Bank Sponsored Ads (HDB) 0.0 $1.1M 19k 55.97
Oneok (OKE) 0.0 $1.1M 13k 80.18
Enterprise Products Partners (EPD) 0.0 $1.0M 36k 29.18
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $1.0M 15k 68.13
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $1.0M 2.4k 418.22
Owl Rock Capital Corporation (OBDC) 0.0 $1.0M 65k 15.38
Airbnb Com Cl A (ABNB) 0.0 $1.0M 6.1k 165.01
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $1000k 34k 29.77
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $984k 40k 24.51
General Electric Com New (GE) 0.0 $961k 5.5k 175.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $948k 20k 48.21
Anthem (ELV) 0.0 $941k 1.8k 519.07
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $934k 26k 36.54
Comcast Corp Cl A (CMCSA) 0.0 $934k 22k 43.35
Casey's General Stores (CASY) 0.0 $916k 2.9k 318.45
Realty Income (O) 0.0 $876k 16k 54.10
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $873k 35k 25.28
Walt Disney Company (DIS) 0.0 $859k 7.0k 122.36
Pfizer (PFE) 0.0 $853k 31k 27.75
Zeta Global Holdings Corp Cl A (ZETA) 0.0 $853k 78k 10.93
Zscaler Incorporated (ZS) 0.0 $851k 4.4k 192.63
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $833k 27k 31.34
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $826k 18k 45.15
Us Bancorp Del Com New (USB) 0.0 $806k 18k 44.70
Churchill Downs (CHDN) 0.0 $797k 6.4k 123.75
American Express Company (AXP) 0.0 $792k 3.5k 227.70
HEICO Corporation (HEI) 0.0 $787k 4.1k 191.00
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $786k 7.6k 103.79
Sonoco Products Company (SON) 0.0 $783k 14k 57.84
Prologis (PLD) 0.0 $761k 5.8k 130.23
Sempra Energy (SRE) 0.0 $757k 11k 71.84
Wal-Mart Stores (WMT) 0.0 $754k 13k 60.17
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $751k 8.6k 87.23
Ishares Tr Us Trsprtion (IYT) 0.0 $742k 11k 70.40
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $733k 18k 41.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $721k 12k 58.07
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $714k 5.9k 121.01
Trimble Navigation (TRMB) 0.0 $713k 11k 64.36
Ameriprise Financial (AMP) 0.0 $709k 1.6k 438.44
Rockwell Automation (ROK) 0.0 $705k 2.4k 291.37
Pacer Fds Tr Pacer Us Small (CALF) 0.0 $704k 14k 49.16
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $700k 14k 49.20
Coupang Cl A (CPNG) 0.0 $697k 39k 17.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $691k 6.0k 115.30
Vanguard World Materials Etf (VAW) 0.0 $690k 3.4k 204.46
Cadence Design Systems (CDNS) 0.0 $685k 2.2k 311.31
Edwards Lifesciences (EW) 0.0 $677k 7.1k 95.57
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $676k 8.6k 78.71
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $675k 1.2k 557.17
Boeing Company (BA) 0.0 $665k 3.4k 193.03
3M Company (MMM) 0.0 $660k 6.2k 106.08
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $651k 21k 31.10
Bristol Myers Squibb (BMY) 0.0 $646k 12k 54.23
Lam Research Corporation 0.0 $643k 662.00 971.93
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $642k 7.4k 86.49
Workday Cl A (WDAY) 0.0 $637k 2.3k 272.85
Pdd Holdings Sponsored Ads (PDD) 0.0 $635k 5.5k 116.25
Vesta Real Estate Corp Ads (VTMX) 0.0 $634k 16k 39.24
Schlumberger Com Stk (SLB) 0.0 $630k 12k 54.81
Ishares Tr Rus 1000 Etf (IWB) 0.0 $628k 2.2k 288.03
AutoZone (AZO) 0.0 $625k 198.00 3156.74
Intel Corporation (INTC) 0.0 $620k 14k 44.18
Transmedics Group (TMDX) 0.0 $612k 8.3k 73.94
Teradyne (TER) 0.0 $610k 5.4k 112.83
Booking Holdings (BKNG) 0.0 $600k 165.00 3635.93
Corning Incorporated (GLW) 0.0 $598k 18k 32.96
Makemytrip Limited Mauritius SHS (MMYT) 0.0 $586k 8.2k 71.05
Lululemon Athletica (LULU) 0.0 $582k 1.5k 390.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $579k 9.3k 62.34
Simon Property (SPG) 0.0 $570k 3.6k 156.50
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $552k 12k 45.69
Paychex (PAYX) 0.0 $549k 4.5k 122.82
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $540k 6.5k 83.60
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $540k 21k 25.25
Keurig Dr Pepper (KDP) 0.0 $536k 18k 30.67
Dell Technologies CL C (DELL) 0.0 $526k 4.6k 114.11
Nutanix Cl A (NTNX) 0.0 $521k 8.4k 61.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $518k 6.1k 84.45
Ishares Tr Us Infrastruc (IFRA) 0.0 $517k 12k 43.36
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $515k 4.4k 115.81
Texas Roadhouse (TXRH) 0.0 $495k 3.2k 154.47
Hershey Company (HSY) 0.0 $492k 2.5k 194.50
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $492k 7.1k 69.78
IDEXX Laboratories (IDXX) 0.0 $482k 891.00 540.42
Moderna (MRNA) 0.0 $479k 4.5k 106.74
Verizon Communications (VZ) 0.0 $465k 11k 41.96
Fidelity National Information Services (FIS) 0.0 $455k 6.1k 74.19
Paypal Holdings (PYPL) 0.0 $454k 6.8k 67.00
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $451k 5.9k 76.20
Becton, Dickinson and (BDX) 0.0 $449k 1.8k 247.58
Expedia Group Com New (EXPE) 0.0 $441k 3.2k 137.75
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $434k 2.4k 182.63
Skyworks Solutions (SWKS) 0.0 $433k 4.0k 108.34
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $421k 61k 6.93
Nu Hldgs Ord Shs Cl A (NU) 0.0 $419k 35k 11.93
Ishares Tr Russell 2000 Etf (IWM) 0.0 $418k 2.0k 210.30
Ishares Tr Egsadvncdmsci Em (EMXF) 0.0 $416k 12k 35.60
BlackRock 0.0 $415k 497.00 835.02
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $414k 3.6k 114.15
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $412k 8.0k 51.29
Veeva Sys Cl A Com (VEEV) 0.0 $412k 1.8k 231.69
Watsco, Incorporated (WSO) 0.0 $406k 938.00 432.36
At&t (T) 0.0 $406k 23k 17.60
Ametek (AME) 0.0 $401k 2.2k 182.92
Credicorp (BAP) 0.0 $401k 2.4k 169.43
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $399k 18k 22.06
Teleflex Incorporated (TFX) 0.0 $392k 1.7k 226.17
Gilead Sciences (GILD) 0.0 $390k 5.3k 73.25
Chubb (CB) 0.0 $373k 1.4k 259.14
Celanese Corporation (CE) 0.0 $368k 2.1k 171.86
Globant S A (GLOB) 0.0 $367k 1.8k 201.90
Norfolk Southern (NSC) 0.0 $367k 1.4k 254.99
Perion Network Shs New (PERI) 0.0 $366k 16k 22.48
Clearway Energy CL C (CWEN) 0.0 $359k 16k 23.05
American Tower Reit (AMT) 0.0 $357k 1.8k 197.78
Sendas Distribuidora S A Spon Ads (ASAI) 0.0 $355k 24k 14.78
MercadoLibre (MELI) 0.0 $355k 235.00 1511.95
Garmin SHS (GRMN) 0.0 $354k 2.4k 148.87
Hyatt Hotels Corp Com Cl A (H) 0.0 $351k 2.2k 159.62
Infosys Sponsored Adr (INFY) 0.0 $350k 20k 17.93
Centrais Eletricas Brasileir Spon Adr Pfd B (EBR.B) 0.0 $348k 38k 9.25
Fiserv (FI) 0.0 $346k 2.2k 159.85
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $341k 6.8k 50.45
Hca Holdings (HCA) 0.0 $338k 1.0k 333.53
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $335k 6.7k 50.12
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $331k 5.7k 58.12
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $329k 3.6k 90.45
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.0 $326k 3.3k 99.80
Wec Energy Group (WEC) 0.0 $323k 3.9k 82.12
CVS Caremark Corporation (CVS) 0.0 $321k 4.0k 79.78
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $321k 8.1k 39.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $320k 3.8k 84.09
Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $316k 13k 23.73
Centene Corporation (CNC) 0.0 $310k 4.0k 78.50
Altria (MO) 0.0 $307k 7.0k 43.62
Toronto Dominion Bk Ont Com New (TD) 0.0 $305k 5.1k 60.38
Axon Enterprise (AXON) 0.0 $304k 972.00 313.16
Kinder Morgan (KMI) 0.0 $303k 17k 18.34
Suncor Energy (SU) 0.0 $295k 8.0k 36.91
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) 0.0 $295k 7.1k 41.38
Waste Management (WM) 0.0 $292k 1.4k 213.25
Ishares Tr U.s. Finls Etf (IYF) 0.0 $291k 3.0k 95.65
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $290k 10k 28.92
Philip Morris International (PM) 0.0 $287k 3.1k 91.66
Ishares Tr Core Div Grwth (DGRO) 0.0 $283k 4.9k 58.07
Consolidated Edison (ED) 0.0 $283k 3.1k 90.81
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $283k 1.1k 249.86
Movado (MOV) 0.0 $279k 10k 27.93
Nrg Energy Com New (NRG) 0.0 $279k 4.1k 67.69
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $279k 7.0k 40.05
Kadant (KAI) 0.0 $273k 833.00 328.10
Aon Shs Cl A (AON) 0.0 $272k 815.00 333.94
Opendoor Technologies (OPEN) 0.0 $272k 90k 3.03
Tencent Music Entmt Group Spon Ads (TME) 0.0 $271k 24k 11.19
CRH Ord (CRH) 0.0 $264k 3.1k 86.29
eBay (EBAY) 0.0 $262k 5.0k 52.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $262k 1.6k 164.35
Fastenal Company (FAST) 0.0 $257k 3.3k 77.14
H World Group Sponsored Ads (HTHT) 0.0 $257k 6.6k 38.70
Southern Company (SO) 0.0 $257k 3.6k 71.75
Axonics Modulation Technolog (AXNX) 0.0 $256k 3.7k 68.97
Carrier Global Corporation (CARR) 0.0 $256k 4.4k 58.13
Gartner (IT) 0.0 $256k 536.00 476.94
Celsius Hldgs Com New (CELH) 0.0 $255k 3.1k 82.94
Sap Se Spon Adr (SAP) 0.0 $254k 1.3k 195.18
Simulations Plus (SLP) 0.0 $254k 6.2k 41.15
Main Street Capital Corporation (MAIN) 0.0 $253k 5.3k 47.31
Ford Motor Company (F) 0.0 $250k 19k 13.28
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $250k 3.7k 67.35
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $249k 2.6k 94.63
Fidelity Covington Trust Disruptors Etf (FDIF) 0.0 $248k 8.6k 28.73
Kb Finl Group Sponsored Adr (KB) 0.0 $248k 4.8k 52.07
Appfolio Com Cl A (APPF) 0.0 $247k 1.0k 246.74
Trip Com Group Ads (TCOM) 0.0 $247k 5.6k 43.89
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $244k 4.3k 56.40
New Oriental Ed & Technology Spon Adr (EDU) 0.0 $241k 2.8k 86.82
Halliburton Company (HAL) 0.0 $239k 6.1k 39.42
Snowflake Cl A (SNOW) 0.0 $237k 1.5k 161.76
Hess (HES) 0.0 $237k 1.6k 152.69
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $234k 2.8k 82.48
Dominion Resources (D) 0.0 $231k 4.7k 49.19
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $230k 1.8k 125.33
Smucker J M Com New (SJM) 0.0 $228k 1.8k 125.90
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $226k 16k 13.98
Southern Copper Corporation (SCCO) 0.0 $225k 2.1k 106.52
Ishares Tr Ishares Biotech (IBB) 0.0 $224k 1.6k 137.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $223k 2.9k 76.67
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.0 $223k 19k 11.69
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.0 $222k 10k 22.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $220k 3.8k 57.87
Agilent Technologies Inc C ommon (A) 0.0 $219k 1.5k 145.61
Nortonlifelock (GEN) 0.0 $218k 9.7k 22.40
Progressive Corporation (PGR) 0.0 $218k 1.1k 206.82
Marathon Petroleum Corp (MPC) 0.0 $217k 1.1k 201.59
L3harris Technologies (LHX) 0.0 $217k 1.0k 213.27
Xcel Energy (XEL) 0.0 $216k 4.0k 53.76
Grab Holdings Class A Ord (GRAB) 0.0 $213k 68k 3.14
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $213k 6.1k 35.19
Bar Harbor Bankshares (BHB) 0.0 $209k 7.9k 26.48
Target Corporation (TGT) 0.0 $208k 1.2k 177.43
Cummins (CMI) 0.0 $208k 704.00 294.76
Regeneron Pharmaceuticals (REGN) 0.0 $203k 210.00 966.72
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $202k 12k 17.56
Spdr Gold Tr Gold Shs (GLD) 0.0 $202k 981.00 205.72
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $193k 20k 9.75
Citizens Community Ban (CZWI) 0.0 $182k 15k 12.15
IsoRay 0.0 $18k 15k 1.19
Lumen Technologies (LUMN) 0.0 $17k 11k 1.56