Delta Asset Management as of Dec. 31, 2024
Portfolio Holdings for Delta Asset Management
Delta Asset Management holds 619 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 16.7 | $187M | 443k | 421.50 | |
| S&p Global (SPGI) | 5.8 | $64M | 129k | 498.03 | |
| Lowe's Companies (LOW) | 5.3 | $59M | 241k | 246.80 | |
| Goldman Sachs (GS) | 4.3 | $48M | 84k | 572.62 | |
| Eaton Corp SHS (ETN) | 4.3 | $48M | 144k | 331.87 | |
| Wal-Mart Stores (WMT) | 4.2 | $47M | 521k | 90.35 | |
| Honeywell International (HON) | 4.2 | $47M | 208k | 225.89 | |
| Procter & Gamble Company (PG) | 3.6 | $40M | 239k | 167.65 | |
| Carrier Global Corporation (CARR) | 3.1 | $35M | 511k | 68.26 | |
| Walt Disney Company (DIS) | 2.8 | $32M | 285k | 111.35 | |
| SYSCO Corporation (SYY) | 2.8 | $32M | 415k | 76.46 | |
| Wells Fargo & Company (WFC) | 2.7 | $31M | 434k | 70.24 | |
| Bank of New York Mellon Corporation (BK) | 2.1 | $23M | 302k | 76.83 | |
| United Parcel Service CL B (UPS) | 2.0 | $23M | 179k | 126.10 | |
| Comcast Corp Cl A (CMCSA) | 2.0 | $23M | 599k | 37.53 | |
| Caterpillar (CAT) | 1.9 | $22M | 60k | 362.76 | |
| Avery Dennison Corporation (AVY) | 1.9 | $21M | 111k | 187.13 | |
| Enbridge (ENB) | 1.8 | $20M | 472k | 42.43 | |
| Ecolab (ECL) | 1.7 | $19M | 82k | 234.32 | |
| Becton, Dickinson and (BDX) | 1.7 | $19M | 83k | 226.87 | |
| Stanley Black & Decker (SWK) | 1.6 | $18M | 222k | 80.29 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $14M | 124k | 115.72 | |
| Emerson Electric (EMR) | 1.3 | $14M | 116k | 123.93 | |
| Truist Financial Corp equities (TFC) | 1.2 | $14M | 317k | 43.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $13M | 38k | 351.79 | |
| Apple (AAPL) | 1.2 | $13M | 52k | 250.42 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $11M | 25k | 444.68 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $8.0M | 155k | 51.70 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $7.6M | 70k | 107.57 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $6.5M | 70k | 92.61 | |
| Abbvie (ABBV) | 0.6 | $6.4M | 36k | 177.70 | |
| Johnson & Johnson (JNJ) | 0.6 | $6.2M | 43k | 144.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.0M | 13k | 453.28 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $5.5M | 183k | 29.86 | |
| Bristol Myers Squibb (BMY) | 0.4 | $4.4M | 77k | 56.56 | |
| NVIDIA Corporation (NVDA) | 0.4 | $4.3M | 32k | 134.29 | |
| Home Depot (HD) | 0.4 | $3.9M | 10k | 389.01 | |
| Cracker Barrel Old Country Store (CBRL) | 0.3 | $3.7M | 70k | 52.86 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.6M | 15k | 239.70 | |
| Abbott Laboratories (ABT) | 0.3 | $3.6M | 31k | 113.11 | |
| Old Republic International Corporation (ORI) | 0.3 | $3.4M | 94k | 36.19 | |
| Baxter International (BAX) | 0.3 | $3.2M | 111k | 29.16 | |
| Corecivic (CXW) | 0.3 | $3.1M | 143k | 21.74 | |
| Verizon Communications (VZ) | 0.3 | $3.1M | 77k | 39.99 | |
| Amazon (AMZN) | 0.3 | $3.0M | 14k | 219.39 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $3.0M | 42k | 71.91 | |
| At&t (T) | 0.3 | $3.0M | 131k | 22.77 | |
| Pfizer (PFE) | 0.2 | $2.6M | 98k | 26.53 | |
| Intel Corporation (INTC) | 0.2 | $2.4M | 122k | 20.05 | |
| Nov (NOV) | 0.2 | $2.4M | 166k | 14.60 | |
| Waste Management (WM) | 0.2 | $2.3M | 12k | 201.79 | |
| McDonald's Corporation (MCD) | 0.2 | $2.2M | 7.7k | 289.88 | |
| First Horizon National Corporation (FHN) | 0.2 | $2.2M | 109k | 20.14 | |
| FedEx Corporation (FDX) | 0.2 | $2.1M | 7.5k | 281.34 | |
| Meta Platforms Cl A (META) | 0.2 | $2.0M | 3.4k | 585.54 | |
| Mid-America Apartment (MAA) | 0.2 | $2.0M | 13k | 154.57 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | 2.2k | 916.27 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 3.1k | 586.08 | |
| Pepsi (PEP) | 0.2 | $1.7M | 11k | 152.06 | |
| Chevron Corporation (CVX) | 0.2 | $1.7M | 12k | 144.84 | |
| Visa Com Cl A (V) | 0.1 | $1.6M | 5.2k | 316.04 | |
| Merck & Co (MRK) | 0.1 | $1.4M | 14k | 99.48 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.4M | 11k | 125.72 | |
| Consolidated Edison (ED) | 0.1 | $1.3M | 15k | 89.23 | |
| AutoZone (AZO) | 0.1 | $1.2M | 387.00 | 3202.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | 6.4k | 190.44 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $1.2M | 35k | 34.67 | |
| Southern Company (SO) | 0.1 | $1.2M | 15k | 82.32 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 19k | 62.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | 6.2k | 189.31 | |
| Dow (DOW) | 0.1 | $1.1M | 29k | 40.13 | |
| International Business Machines (IBM) | 0.1 | $1.1M | 5.1k | 219.83 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.0M | 3.6k | 278.94 | |
| Cisco Systems (CSCO) | 0.1 | $921k | 16k | 59.20 | |
| Ge Aerospace Com New (GE) | 0.1 | $914k | 5.5k | 166.79 | |
| Oracle Corporation (ORCL) | 0.1 | $904k | 5.4k | 166.64 | |
| Dupont De Nemours (DD) | 0.1 | $795k | 10k | 76.25 | |
| Philip Morris International (PM) | 0.1 | $764k | 6.4k | 120.35 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $732k | 2.5k | 289.81 | |
| Bank of America Corporation (BAC) | 0.1 | $724k | 17k | 43.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $638k | 11k | 59.73 | |
| Altria (MO) | 0.1 | $636k | 12k | 52.29 | |
| Colgate-Palmolive Company (CL) | 0.1 | $628k | 6.9k | 90.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $606k | 1.0k | 588.68 | |
| Six Flags Entertainment Corp (FUN) | 0.1 | $584k | 12k | 48.19 | |
| Prologis (PLD) | 0.0 | $548k | 5.2k | 105.70 | |
| Automatic Data Processing (ADP) | 0.0 | $538k | 1.8k | 292.73 | |
| Ufp Industries (UFPI) | 0.0 | $536k | 4.8k | 112.65 | |
| Citigroup Com New (C) | 0.0 | $531k | 7.5k | 70.39 | |
| Corteva (CTVA) | 0.0 | $530k | 9.3k | 56.96 | |
| Enterprise Products Partners (EPD) | 0.0 | $521k | 17k | 31.36 | |
| Fastenal Company (FAST) | 0.0 | $518k | 7.2k | 71.91 | |
| Eli Lilly & Co. (LLY) | 0.0 | $505k | 654.00 | 772.03 | |
| Zoetis Cl A (ZTS) | 0.0 | $503k | 3.1k | 162.93 | |
| PNC Financial Services (PNC) | 0.0 | $500k | 2.6k | 192.85 | |
| First American Financial (FAF) | 0.0 | $488k | 7.8k | 62.44 | |
| Deere & Company (DE) | 0.0 | $482k | 1.1k | 423.70 | |
| Valmont Industries (VMI) | 0.0 | $467k | 1.5k | 306.67 | |
| Ge Vernova (GEV) | 0.0 | $443k | 1.3k | 328.93 | |
| American Express Company (AXP) | 0.0 | $440k | 1.5k | 296.79 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $439k | 16k | 28.15 | |
| Norfolk Southern (NSC) | 0.0 | $435k | 1.9k | 234.69 | |
| Regions Financial Corporation (RF) | 0.0 | $435k | 19k | 23.52 | |
| Union Pacific Corporation (UNP) | 0.0 | $427k | 1.9k | 228.04 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $426k | 952.00 | 447.38 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $420k | 7.2k | 58.35 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $407k | 15k | 27.87 | |
| Apollo Global Mgmt (APO) | 0.0 | $380k | 2.3k | 165.16 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $370k | 16k | 22.98 | |
| Us Bancorp Del Com New (USB) | 0.0 | $352k | 7.4k | 47.83 | |
| AFLAC Incorporated (AFL) | 0.0 | $343k | 3.3k | 103.44 | |
| Kraft Heinz (KHC) | 0.0 | $337k | 11k | 30.71 | |
| Allstate Corporation (ALL) | 0.0 | $318k | 1.6k | 192.79 | |
| Unum (UNM) | 0.0 | $316k | 4.3k | 73.03 | |
| Travelers Companies (TRV) | 0.0 | $312k | 1.3k | 240.89 | |
| Nextera Energy (NEE) | 0.0 | $310k | 4.3k | 71.69 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $306k | 950.00 | 322.16 | |
| Ubiquiti (UI) | 0.0 | $302k | 910.00 | 332.05 | |
| Qualcomm (QCOM) | 0.0 | $299k | 1.9k | 153.62 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $292k | 852.00 | 342.16 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $291k | 598.00 | 485.94 | |
| American Electric Power Company (AEP) | 0.0 | $290k | 3.1k | 92.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $287k | 11k | 27.32 | |
| Netflix (NFLX) | 0.0 | $285k | 320.00 | 891.32 | |
| Toast Cl A (TOST) | 0.0 | $281k | 7.7k | 36.45 | |
| Linde SHS (LIN) | 0.0 | $278k | 665.00 | 418.67 | |
| International Flavors & Fragrances (IFF) | 0.0 | $275k | 3.3k | 84.55 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $270k | 528.00 | 511.23 | |
| Timberland Ban (TSBK) | 0.0 | $269k | 8.8k | 30.51 | |
| Amgen (AMGN) | 0.0 | $265k | 1.0k | 260.64 | |
| American Water Works (AWK) | 0.0 | $261k | 2.1k | 124.49 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $257k | 5.1k | 50.52 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $254k | 3.4k | 75.53 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $235k | 437.00 | 538.42 | |
| Hanover Insurance (THG) | 0.0 | $232k | 1.5k | 154.66 | |
| Danaher Corporation (DHR) | 0.0 | $226k | 986.00 | 229.55 | |
| Tractor Supply Company (TSCO) | 0.0 | $224k | 4.2k | 53.06 | |
| Xylem (XYL) | 0.0 | $224k | 1.9k | 116.02 | |
| FactSet Research Systems (FDS) | 0.0 | $216k | 450.00 | 480.28 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $211k | 2.2k | 96.90 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $209k | 865.00 | 242.13 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $204k | 3.5k | 57.86 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $204k | 1.6k | 131.41 | |
| ConocoPhillips (COP) | 0.0 | $204k | 2.1k | 99.17 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $200k | 2.7k | 75.63 | |
| Smucker J M Com New (SJM) | 0.0 | $196k | 1.8k | 110.12 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $195k | 1.5k | 131.04 | |
| Hldgs (UAL) | 0.0 | $194k | 2.0k | 97.10 | |
| Home BancShares (HOMB) | 0.0 | $191k | 6.8k | 28.30 | |
| DTE Energy Company (DTE) | 0.0 | $184k | 1.5k | 120.75 | |
| Applied Materials (AMAT) | 0.0 | $184k | 1.1k | 162.70 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $184k | 1.1k | 172.43 | |
| Advanced Micro Devices (AMD) | 0.0 | $178k | 1.5k | 120.79 | |
| Medtronic SHS (MDT) | 0.0 | $175k | 2.2k | 79.88 | |
| Chubb (CB) | 0.0 | $175k | 633.00 | 276.30 | |
| Equifax (EFX) | 0.0 | $169k | 663.00 | 254.85 | |
| Ida (IDA) | 0.0 | $168k | 1.5k | 109.29 | |
| Renasant (RNST) | 0.0 | $167k | 4.7k | 35.75 | |
| Intapp (INTA) | 0.0 | $167k | 2.6k | 64.09 | |
| IDEXX Laboratories (IDXX) | 0.0 | $165k | 400.00 | 413.44 | |
| Unilever Spon Adr New (UL) | 0.0 | $164k | 2.9k | 56.70 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $159k | 1.1k | 139.50 | |
| Lincoln National Corporation (LNC) | 0.0 | $159k | 5.0k | 31.71 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $156k | 2.0k | 76.24 | |
| Tesla Motors (TSLA) | 0.0 | $156k | 385.00 | 403.84 | |
| Shell Spon Ads (SHEL) | 0.0 | $155k | 2.5k | 62.65 | |
| Fb Finl (FBK) | 0.0 | $155k | 3.0k | 51.51 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $154k | 3.0k | 51.48 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $152k | 9.0k | 16.95 | |
| Dominion Resources (D) | 0.0 | $150k | 2.8k | 53.86 | |
| Core Scientific *w Exp 01/23/202 (CORZZ) | 0.0 | $149k | 11k | 14.02 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $148k | 2.2k | 66.34 | |
| Kkr & Co (KKR) | 0.0 | $146k | 986.00 | 147.89 | |
| Intuit (INTU) | 0.0 | $143k | 228.00 | 628.50 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $141k | 1.8k | 78.18 | |
| Constellation Energy (CEG) | 0.0 | $139k | 623.00 | 223.71 | |
| Anthem (ELV) | 0.0 | $137k | 370.00 | 368.90 | |
| Paychex (PAYX) | 0.0 | $136k | 968.00 | 140.22 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $132k | 1.5k | 88.79 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $128k | 11k | 11.66 | |
| CoStar (CSGP) | 0.0 | $126k | 1.8k | 71.59 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $125k | 1.2k | 106.55 | |
| Sanmina (SANM) | 0.0 | $125k | 1.6k | 75.67 | |
| Equinix (EQIX) | 0.0 | $125k | 132.00 | 942.89 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $122k | 1.4k | 85.66 | |
| Servicenow (NOW) | 0.0 | $121k | 114.00 | 1060.12 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $118k | 1.6k | 74.01 | |
| UnitedHealth (UNH) | 0.0 | $115k | 227.00 | 505.86 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $111k | 11k | 10.36 | |
| Blackrock (BLK) | 0.0 | $110k | 107.00 | 1025.11 | |
| Target Corporation (TGT) | 0.0 | $110k | 810.00 | 135.18 | |
| Hartford Financial Services (HIG) | 0.0 | $109k | 1.0k | 109.40 | |
| Itt (ITT) | 0.0 | $107k | 750.00 | 142.88 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $104k | 1.5k | 70.71 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $104k | 386.00 | 269.70 | |
| Sherwin-Williams Company (SHW) | 0.0 | $103k | 302.00 | 339.93 | |
| RBB Us Treas 3 Mnth (TBIL) | 0.0 | $98k | 2.0k | 49.86 | |
| salesforce (CRM) | 0.0 | $98k | 292.00 | 334.33 | |
| Raymond James Financial (RJF) | 0.0 | $93k | 600.00 | 155.33 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $90k | 5.1k | 17.71 | |
| McKesson Corporation (MCK) | 0.0 | $90k | 158.00 | 571.70 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $90k | 220.00 | 410.44 | |
| Yum! Brands (YUM) | 0.0 | $90k | 670.00 | 134.16 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $90k | 191.00 | 469.29 | |
| MetLife (MET) | 0.0 | $89k | 1.1k | 81.88 | |
| Cummins (CMI) | 0.0 | $89k | 255.00 | 348.60 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $88k | 669.00 | 132.10 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $88k | 1.2k | 71.76 | |
| BP Sponsored Adr (BP) | 0.0 | $86k | 2.9k | 29.56 | |
| Core Scientific (CORZ) | 0.0 | $85k | 6.1k | 14.05 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $85k | 1.7k | 48.83 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $83k | 5.8k | 14.31 | |
| Freshworks Class A Com (FRSH) | 0.0 | $82k | 5.1k | 16.17 | |
| Exelon Corporation (EXC) | 0.0 | $82k | 2.2k | 37.64 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $81k | 636.00 | 127.59 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $79k | 1.1k | 70.28 | |
| Brinker International (EAT) | 0.0 | $79k | 600.00 | 132.29 | |
| Utz Brands Com Cl A (UTZ) | 0.0 | $78k | 5.0k | 15.66 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $78k | 781.00 | 99.43 | |
| Entergy Corporation (ETR) | 0.0 | $76k | 1.0k | 75.82 | |
| Illinois Tool Works (ITW) | 0.0 | $76k | 300.00 | 253.56 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $76k | 552.00 | 137.57 | |
| Booking Holdings (BKNG) | 0.0 | $75k | 15.00 | 4968.40 | |
| Fortune Brands (FBIN) | 0.0 | $73k | 1.1k | 68.33 | |
| Uber Technologies (UBER) | 0.0 | $72k | 1.2k | 60.32 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $72k | 901.00 | 80.27 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $72k | 1.0k | 71.65 | |
| Nike CL B (NKE) | 0.0 | $71k | 933.00 | 75.67 | |
| Core Scientific *w Exp 01/23/202 (CORZW) | 0.0 | $70k | 8.5k | 8.22 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $70k | 826.00 | 84.77 | |
| Kroger (KR) | 0.0 | $69k | 1.1k | 61.16 | |
| TJX Companies (TJX) | 0.0 | $68k | 566.00 | 120.81 | |
| Sentinelone Cl A (S) | 0.0 | $68k | 3.1k | 22.20 | |
| Horizon Ban (HBNC) | 0.0 | $66k | 4.1k | 16.11 | |
| Capital One Financial (COF) | 0.0 | $66k | 370.00 | 178.32 | |
| Peak (DOC) | 0.0 | $65k | 3.2k | 20.27 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $64k | 192.00 | 334.25 | |
| Murphy Usa (MUSA) | 0.0 | $64k | 127.00 | 501.75 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $63k | 625.00 | 100.12 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $62k | 155.00 | 401.58 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $62k | 346.00 | 178.08 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $61k | 1.5k | 40.80 | |
| Citizens Financial (CFG) | 0.0 | $61k | 1.4k | 43.76 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $59k | 525.00 | 111.95 | |
| Simon Property (SPG) | 0.0 | $59k | 340.00 | 172.21 | |
| Northern Trust Corporation (NTRS) | 0.0 | $58k | 565.00 | 102.50 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $58k | 1.5k | 38.26 | |
| Williams Companies (WMB) | 0.0 | $58k | 1.1k | 54.12 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $57k | 1.4k | 40.92 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $56k | 770.00 | 72.23 | |
| CenterPoint Energy (CNP) | 0.0 | $56k | 1.8k | 31.73 | |
| Expeditors International of Washington (EXPD) | 0.0 | $55k | 500.00 | 110.77 | |
| 3M Company (MMM) | 0.0 | $54k | 416.00 | 129.09 | |
| Ameriprise Financial (AMP) | 0.0 | $53k | 100.00 | 532.43 | |
| Palo Alto Networks (PANW) | 0.0 | $53k | 292.00 | 181.96 | |
| Hershey Company (HSY) | 0.0 | $53k | 310.00 | 169.35 | |
| Church & Dwight (CHD) | 0.0 | $52k | 500.00 | 104.71 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $52k | 739.00 | 70.00 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $52k | 480.00 | 107.74 | |
| Boeing Company (BA) | 0.0 | $52k | 292.00 | 176.87 | |
| Cigna Corp (CI) | 0.0 | $52k | 187.00 | 276.14 | |
| Broadcom (AVGO) | 0.0 | $51k | 220.00 | 231.84 | |
| Public Storage (PSA) | 0.0 | $51k | 170.00 | 299.44 | |
| Zimmer Holdings (ZBH) | 0.0 | $51k | 480.00 | 105.63 | |
| PPG Industries (PPG) | 0.0 | $50k | 420.00 | 119.38 | |
| Genuine Parts Company (GPC) | 0.0 | $50k | 429.00 | 116.76 | |
| Corning Incorporated (GLW) | 0.0 | $50k | 1.0k | 47.50 | |
| Markel Corporation (MKL) | 0.0 | $48k | 28.00 | 1726.21 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $48k | 170.00 | 283.85 | |
| Garmin SHS (GRMN) | 0.0 | $47k | 229.00 | 206.26 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $47k | 2.3k | 20.09 | |
| Hp (HPQ) | 0.0 | $47k | 1.4k | 32.63 | |
| Kinder Morgan (KMI) | 0.0 | $46k | 1.7k | 27.40 | |
| Mattel (MAT) | 0.0 | $46k | 2.6k | 17.73 | |
| Paypal Holdings (PYPL) | 0.0 | $46k | 533.00 | 85.35 | |
| Sterling Construction Company (STRL) | 0.0 | $46k | 270.00 | 168.45 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $45k | 572.00 | 78.01 | |
| HealthStream (HSTM) | 0.0 | $45k | 1.4k | 31.80 | |
| Hexcel Corporation (HXL) | 0.0 | $44k | 700.00 | 62.70 | |
| Fidelity National Information Services (FIS) | 0.0 | $42k | 525.00 | 80.77 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $42k | 557.00 | 74.76 | |
| Cme (CME) | 0.0 | $41k | 175.00 | 232.23 | |
| GSK Sponsored Adr (GSK) | 0.0 | $40k | 1.2k | 33.82 | |
| EastGroup Properties (EGP) | 0.0 | $40k | 250.00 | 160.58 | |
| NiSource (NI) | 0.0 | $40k | 1.1k | 36.76 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $40k | 77.00 | 520.23 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $40k | 76.00 | 526.57 | |
| FirstEnergy (FE) | 0.0 | $40k | 999.00 | 39.78 | |
| American Tower Reit (AMT) | 0.0 | $39k | 212.00 | 183.41 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $39k | 175.00 | 220.96 | |
| Monolithic Power Systems (MPWR) | 0.0 | $39k | 65.00 | 591.71 | |
| Cardinal Health (CAH) | 0.0 | $38k | 325.00 | 118.27 | |
| Southwest Airlines (LUV) | 0.0 | $38k | 1.1k | 33.62 | |
| Trane Technologies SHS (TT) | 0.0 | $38k | 103.00 | 368.13 | |
| Trustmark Corporation (TRMK) | 0.0 | $38k | 1.1k | 35.37 | |
| Procore Technologies (PCOR) | 0.0 | $38k | 500.00 | 74.93 | |
| Evergy (EVRG) | 0.0 | $37k | 605.00 | 61.55 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $37k | 1.0k | 37.05 | |
| Canadian Natural Resources (CNQ) | 0.0 | $37k | 1.2k | 30.87 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $37k | 19.00 | 1945.05 | |
| CVS Caremark Corporation (CVS) | 0.0 | $37k | 820.00 | 44.92 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $37k | 3.0k | 12.26 | |
| Loews Corporation (L) | 0.0 | $37k | 431.00 | 84.69 | |
| Rbc Cad (RY) | 0.0 | $36k | 300.00 | 120.51 | |
| Clorox Company (CLX) | 0.0 | $36k | 222.00 | 162.41 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $36k | 624.00 | 57.45 | |
| Cintas Corporation (CTAS) | 0.0 | $36k | 196.00 | 182.70 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $35k | 1.5k | 22.80 | |
| Suncor Energy (SU) | 0.0 | $35k | 981.00 | 35.68 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $34k | 700.00 | 48.23 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $34k | 1.6k | 21.10 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $34k | 500.00 | 67.10 | |
| L3harris Technologies (LHX) | 0.0 | $33k | 158.00 | 210.28 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $32k | 316.00 | 101.85 | |
| International Paper Company (IP) | 0.0 | $32k | 585.00 | 53.82 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $31k | 1.4k | 23.18 | |
| EOG Resources (EOG) | 0.0 | $31k | 250.00 | 122.58 | |
| Marvell Technology (MRVL) | 0.0 | $30k | 275.00 | 110.45 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $30k | 400.00 | 74.98 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $30k | 320.00 | 92.66 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $30k | 160.00 | 185.13 | |
| Ford Motor Company (F) | 0.0 | $29k | 2.9k | 9.90 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $29k | 367.00 | 78.93 | |
| Lululemon Athletica (LULU) | 0.0 | $29k | 75.00 | 382.41 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $28k | 455.00 | 62.31 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $28k | 143.00 | 198.18 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $28k | 1.2k | 23.41 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $28k | 380.00 | 74.02 | |
| Atmos Energy Corporation (ATO) | 0.0 | $28k | 199.00 | 139.27 | |
| Yum China Holdings (YUMC) | 0.0 | $28k | 575.00 | 48.17 | |
| Cbre Group Cl A (CBRE) | 0.0 | $27k | 209.00 | 131.29 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $27k | 1.4k | 19.59 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $27k | 480.00 | 56.77 | |
| Hess (HES) | 0.0 | $27k | 201.00 | 133.01 | |
| Starbucks Corporation (SBUX) | 0.0 | $26k | 284.00 | 91.25 | |
| Brown & Brown (BRO) | 0.0 | $26k | 250.00 | 102.02 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $25k | 246.00 | 103.39 | |
| Metropcs Communications (TMUS) | 0.0 | $25k | 115.00 | 220.73 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $25k | 1.8k | 13.99 | |
| American Intl Group Com New (AIG) | 0.0 | $25k | 346.00 | 72.71 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $25k | 500.00 | 50.07 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $25k | 200.00 | 123.36 | |
| Bk Nova Cad (BNS) | 0.0 | $24k | 450.00 | 53.72 | |
| Devon Energy Corporation (DVN) | 0.0 | $24k | 732.00 | 32.73 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $24k | 300.00 | 78.65 | |
| Farmland Partners (FPI) | 0.0 | $24k | 2.0k | 11.76 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $24k | 175.00 | 134.34 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $23k | 101.00 | 231.50 | |
| Olo Cl A | 0.0 | $23k | 3.0k | 7.68 | |
| DNP Select Income Fund (DNP) | 0.0 | $23k | 2.6k | 8.82 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $23k | 180.00 | 126.75 | |
| Acuity Brands (AYI) | 0.0 | $23k | 78.00 | 292.13 | |
| Nucor Corporation (NUE) | 0.0 | $23k | 194.00 | 116.71 | |
| AmerisourceBergen (COR) | 0.0 | $23k | 100.00 | 224.68 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $22k | 600.00 | 37.30 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $22k | 1.0k | 22.16 | |
| Avista Corporation (AVA) | 0.0 | $22k | 600.00 | 36.63 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $22k | 425.00 | 50.88 | |
| Cheniere Energy Com New (LNG) | 0.0 | $22k | 100.00 | 214.87 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $22k | 2.0k | 10.74 | |
| Fifth Third Ban (FITB) | 0.0 | $21k | 506.00 | 42.28 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $21k | 200.00 | 105.48 | |
| W.W. Grainger (GWW) | 0.0 | $21k | 20.00 | 1054.05 | |
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $21k | 475.00 | 43.44 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $21k | 483.00 | 42.61 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $21k | 301.00 | 68.06 | |
| Essential Utils (WTRG) | 0.0 | $20k | 560.00 | 36.32 | |
| York Water Company (YORW) | 0.0 | $20k | 613.00 | 32.72 | |
| Greenbrier Companies (GBX) | 0.0 | $20k | 326.00 | 60.99 | |
| Liveramp Holdings (RAMP) | 0.0 | $20k | 650.00 | 30.37 | |
| Ares Capital Corporation (ARCC) | 0.0 | $20k | 897.00 | 21.89 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $20k | 810.00 | 24.06 | |
| ConAgra Foods (CAG) | 0.0 | $19k | 700.00 | 27.75 | |
| General Mills (GIS) | 0.0 | $19k | 300.00 | 63.77 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $19k | 732.00 | 25.83 | |
| AGCO Corporation (AGCO) | 0.0 | $19k | 202.00 | 93.48 | |
| Owens Corning (OC) | 0.0 | $19k | 110.00 | 170.32 | |
| Zscaler Incorporated (ZS) | 0.0 | $19k | 103.00 | 180.41 | |
| Fiserv (FI) | 0.0 | $19k | 90.00 | 205.42 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $19k | 930.00 | 19.84 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $18k | 750.00 | 24.58 | |
| Rockwell Automation (ROK) | 0.0 | $18k | 63.00 | 285.79 | |
| Northfield Bancorp (NFBK) | 0.0 | $18k | 1.5k | 11.62 | |
| O'reilly Automotive (ORLY) | 0.0 | $18k | 15.00 | 1185.80 | |
| Schlumberger Com Stk (SLB) | 0.0 | $17k | 452.00 | 38.35 | |
| Eversource Energy (ES) | 0.0 | $17k | 300.00 | 57.43 | |
| Steel Dynamics (STLD) | 0.0 | $17k | 150.00 | 114.07 | |
| Digital Realty Trust (DLR) | 0.0 | $16k | 92.00 | 177.33 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $16k | 87.00 | 187.51 | |
| Expedia Group Com New (EXPE) | 0.0 | $16k | 87.00 | 186.33 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $16k | 421.00 | 37.98 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $16k | 183.00 | 86.31 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $15k | 650.00 | 23.76 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $15k | 107.00 | 142.97 | |
| Biogen Idec (BIIB) | 0.0 | $15k | 100.00 | 152.92 | |
| MasTec (MTZ) | 0.0 | $15k | 112.00 | 136.14 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $15k | 191.00 | 78.61 | |
| M&T Bank Corporation (MTB) | 0.0 | $15k | 79.00 | 188.01 | |
| Kimco Realty Corporation (KIM) | 0.0 | $15k | 633.00 | 23.43 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $15k | 112.00 | 132.21 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $15k | 100.00 | 145.35 | |
| Snowflake Cl A (SNOW) | 0.0 | $15k | 94.00 | 154.41 | |
| Murphy Oil Corporation (MUR) | 0.0 | $14k | 477.00 | 30.26 | |
| Newmont Mining Corporation (NEM) | 0.0 | $14k | 366.00 | 37.22 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $14k | 130.00 | 104.23 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $13k | 160.00 | 84.04 | |
| First Industrial Realty Trust (FR) | 0.0 | $13k | 266.00 | 50.13 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $13k | 100.00 | 131.15 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $13k | 1.0k | 12.86 | |
| Vulcan Materials Company (VMC) | 0.0 | $13k | 49.00 | 257.22 | |
| Stryker Corporation (SYK) | 0.0 | $13k | 35.00 | 360.06 | |
| Lamb Weston Hldgs (LW) | 0.0 | $12k | 183.00 | 66.83 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $12k | 100.00 | 121.35 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $12k | 160.00 | 74.36 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $12k | 598.00 | 19.82 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $12k | 310.00 | 37.09 | |
| Dover Corporation (DOV) | 0.0 | $11k | 60.00 | 188.93 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $11k | 124.00 | 89.24 | |
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $11k | 400.00 | 27.27 | |
| Martin Marietta Materials (MLM) | 0.0 | $11k | 21.00 | 516.52 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $11k | 823.00 | 13.14 | |
| Potlatch Corporation (PCH) | 0.0 | $11k | 275.00 | 39.25 | |
| Cenovus Energy (CVE) | 0.0 | $11k | 709.00 | 15.15 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $11k | 279.00 | 38.08 | |
| Western Union Company (WU) | 0.0 | $11k | 1.0k | 10.60 | |
| Micron Technology (MU) | 0.0 | $11k | 125.00 | 84.16 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $10k | 943.00 | 10.93 | |
| Whitestone REIT (WSR) | 0.0 | $10k | 725.00 | 14.17 | |
| Sunrise Communications Ads Cl A (SNREY) | 0.0 | $10k | 236.00 | 43.08 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $10k | 85.00 | 117.51 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $10k | 150.00 | 66.56 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $9.8k | 75.00 | 131.29 | |
| Affiliated Managers (AMG) | 0.0 | $9.8k | 53.00 | 184.92 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $9.7k | 195.00 | 49.51 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $9.5k | 376.00 | 25.25 | |
| Starwood Property Trust (STWD) | 0.0 | $9.5k | 500.00 | 18.95 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $9.5k | 774.00 | 12.24 | |
| Ishares Msci Mexico Etf (EWW) | 0.0 | $9.4k | 200.00 | 46.82 | |
| Aramark Hldgs (ARMK) | 0.0 | $9.1k | 245.00 | 37.31 | |
| Tilray (TLRY) | 0.0 | $8.9k | 6.7k | 1.33 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $8.8k | 200.00 | 44.04 | |
| Globe Life (GL) | 0.0 | $8.7k | 78.00 | 111.53 | |
| Microstrategy Cl A New (MSTR) | 0.0 | $8.7k | 30.00 | 289.63 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $8.7k | 330.00 | 26.33 | |
| Commercial Metals Company (CMC) | 0.0 | $8.7k | 175.00 | 49.60 | |
| Regency Centers Corporation (REG) | 0.0 | $8.6k | 117.00 | 73.93 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $8.5k | 15.00 | 569.60 | |
| PPL Corporation (PPL) | 0.0 | $8.4k | 260.00 | 32.46 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $8.4k | 155.00 | 54.19 | |
| Oneok (OKE) | 0.0 | $8.3k | 83.00 | 100.40 | |
| Bank Ozk (OZK) | 0.0 | $8.3k | 186.00 | 44.53 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $8.2k | 57.00 | 143.70 | |
| Smurfit Westrock SHS (SW) | 0.0 | $8.1k | 150.00 | 53.86 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $8.1k | 122.00 | 66.06 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.0k | 375.00 | 21.35 | |
| Albemarle Corporation (ALB) | 0.0 | $8.0k | 93.00 | 86.08 | |
| Tidal Etf Tr Sound Enhanced (FXED) | 0.0 | $7.8k | 430.00 | 18.14 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $7.7k | 289.00 | 26.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $7.6k | 39.00 | 195.82 | |
| Dropbox Cl A (DBX) | 0.0 | $7.5k | 250.00 | 30.04 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $7.4k | 200.00 | 36.95 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $7.3k | 151.00 | 48.26 | |
| Cohu (COHU) | 0.0 | $7.3k | 272.00 | 26.70 | |
| Coty Com Cl A (COTY) | 0.0 | $7.0k | 1.0k | 6.96 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $6.9k | 120.00 | 57.32 | |
| Pool Corporation (POOL) | 0.0 | $6.8k | 20.00 | 340.95 | |
| Wp Carey (WPC) | 0.0 | $6.8k | 125.00 | 54.48 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $6.8k | 50.00 | 135.38 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $6.7k | 36.00 | 186.08 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $6.7k | 140.00 | 47.82 | |
| Host Hotels & Resorts (HST) | 0.0 | $6.7k | 380.00 | 17.52 | |
| Msci (MSCI) | 0.0 | $6.6k | 11.00 | 600.00 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $6.4k | 270.00 | 23.68 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $6.3k | 200.00 | 31.69 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $6.3k | 55.00 | 115.22 | |
| Celanese Corporation (CE) | 0.0 | $6.3k | 91.00 | 69.21 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $6.2k | 296.00 | 21.06 | |
| Whirlpool Corporation (WHR) | 0.0 | $6.2k | 54.00 | 114.48 | |
| Encompass Health Corp (EHC) | 0.0 | $6.1k | 66.00 | 92.35 | |
| Iqvia Holdings (IQV) | 0.0 | $5.9k | 30.00 | 196.50 | |
| Ingersoll Rand (IR) | 0.0 | $5.9k | 65.00 | 90.46 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $5.7k | 100.00 | 57.32 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $5.7k | 200.00 | 28.31 | |
| Dell Technologies CL C (DELL) | 0.0 | $5.6k | 49.00 | 115.24 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $5.6k | 468.00 | 12.04 | |
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $5.6k | 1.2k | 4.69 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $5.5k | 19.00 | 288.84 | |
| Universal Corporation (UVV) | 0.0 | $5.5k | 100.00 | 54.84 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $5.3k | 250.00 | 21.30 | |
| Dollar General (DG) | 0.0 | $5.3k | 70.00 | 75.81 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $5.3k | 147.00 | 36.08 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $5.3k | 100.00 | 53.04 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $5.2k | 60.00 | 86.02 | |
| Steris Shs Usd (STE) | 0.0 | $5.1k | 25.00 | 205.56 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $5.1k | 400.00 | 12.71 | |
| Public Service Enterprise (PEG) | 0.0 | $5.1k | 60.00 | 84.57 | |
| SkyWest (SKYW) | 0.0 | $5.0k | 50.00 | 100.14 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $4.9k | 188.00 | 25.86 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $4.8k | 162.00 | 29.70 | |
| J&J Snack Foods (JJSF) | 0.0 | $4.8k | 31.00 | 155.13 | |
| CNO Financial (CNO) | 0.0 | $4.7k | 127.00 | 37.21 | |
| Golub Capital BDC (GBDC) | 0.0 | $4.7k | 310.00 | 15.16 | |
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $4.6k | 208.00 | 22.18 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $4.6k | 361.00 | 12.76 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $4.6k | 202.00 | 22.67 | |
| Allegion Ord Shs (ALLE) | 0.0 | $4.4k | 34.00 | 130.68 | |
| Jack Henry & Associates (JKHY) | 0.0 | $4.4k | 25.00 | 175.32 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $4.4k | 100.00 | 43.50 | |
| Henry Schein (HSIC) | 0.0 | $4.3k | 62.00 | 69.19 | |
| Synovus Finl Corp Com New (SNV) | 0.0 | $4.2k | 82.00 | 51.23 | |
| Campbell Soup Company (CPB) | 0.0 | $4.2k | 100.00 | 41.88 | |
| Vici Pptys (VICI) | 0.0 | $4.2k | 143.00 | 29.21 | |
| Moderna (MRNA) | 0.0 | $4.2k | 100.00 | 41.58 | |
| Air Products & Chemicals (APD) | 0.0 | $4.1k | 14.00 | 290.07 | |
| Skyworks Solutions (SWKS) | 0.0 | $4.0k | 45.00 | 88.69 | |
| Omega Healthcare Investors (OHI) | 0.0 | $3.9k | 102.00 | 37.85 | |
| Cohen & Steers Clsd-End Optuny Fnd (FOF) | 0.0 | $3.8k | 300.00 | 12.70 | |
| Globus Med Cl A (GMED) | 0.0 | $3.7k | 45.00 | 82.71 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $3.6k | 65.00 | 56.14 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $3.6k | 150.00 | 24.04 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.6k | 104.00 | 34.60 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $3.6k | 112.00 | 31.79 | |
| Southwest Gas Corporation (SWX) | 0.0 | $3.5k | 50.00 | 70.76 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $3.4k | 45.00 | 75.69 | |
| MercadoLibre (MELI) | 0.0 | $3.4k | 2.00 | 1700.50 | |
| Terawulf (WULF) | 0.0 | $3.4k | 600.00 | 5.66 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $3.4k | 74.00 | 45.62 | |
| Kosmos Energy (KOS) | 0.0 | $3.4k | 982.00 | 3.42 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $3.3k | 469.00 | 7.04 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $3.2k | 193.00 | 16.79 | |
| Realty Income (O) | 0.0 | $3.2k | 60.00 | 53.42 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $3.2k | 31.00 | 103.32 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $3.2k | 76.00 | 41.87 | |
| IDEX Corporation (IEX) | 0.0 | $3.1k | 15.00 | 209.27 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.0k | 50.00 | 60.30 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.0k | 111.00 | 26.63 | |
| Phillips 66 (PSX) | 0.0 | $2.8k | 25.00 | 113.92 | |
| SYNNEX Corporation (SNX) | 0.0 | $2.8k | 24.00 | 117.29 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.7k | 25.00 | 109.72 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.6k | 55.00 | 48.16 | |
| Transocean Registered Shs (RIG) | 0.0 | $2.6k | 700.00 | 3.75 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.5k | 30.00 | 84.80 | |
| Humana (HUM) | 0.0 | $2.5k | 10.00 | 253.70 | |
| Listed Fd Tr Roundhill Sports (BETZ) | 0.0 | $2.4k | 126.00 | 18.95 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $2.3k | 18.00 | 128.72 | |
| Lucid Group | 0.0 | $2.3k | 750.00 | 3.02 | |
| Capitol Federal Financial (CFFN) | 0.0 | $2.2k | 375.00 | 5.91 | |
| Analog Devices (ADI) | 0.0 | $2.1k | 10.00 | 212.50 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $2.1k | 74.00 | 28.68 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.1k | 50.00 | 42.00 | |
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $2.1k | 25.00 | 82.64 | |
| Global Med Reit Com New | 0.0 | $2.0k | 260.00 | 7.72 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.0k | 10.00 | 197.50 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $1.9k | 97.00 | 19.51 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $1.8k | 56.00 | 32.98 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.8k | 160.00 | 11.53 | |
| D.R. Horton (DHI) | 0.0 | $1.8k | 13.00 | 139.85 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $1.8k | 105.00 | 17.25 | |
| Kentucky First Federal Ban (KFFB) | 0.0 | $1.8k | 603.00 | 3.00 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $1.8k | 124.00 | 14.55 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.8k | 20.00 | 89.80 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.8k | 120.00 | 14.92 | |
| PG&E Corporation (PCG) | 0.0 | $1.7k | 86.00 | 20.17 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $1.7k | 34.00 | 49.41 | |
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $1.7k | 92.00 | 18.17 | |
| Viatris (VTRS) | 0.0 | $1.7k | 134.00 | 12.44 | |
| Constellation Brands Cl A (STZ) | 0.0 | $1.5k | 7.00 | 221.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.5k | 31.00 | 49.42 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $1.5k | 70.00 | 21.81 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $1.5k | 221.00 | 6.76 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $1.5k | 265.00 | 5.60 | |
| Global Net Lease Com New (GNL) | 0.0 | $1.4k | 195.00 | 7.30 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $1.4k | 18.00 | 79.00 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $1.3k | 160.00 | 8.06 | |
| Kenvue (KVUE) | 0.0 | $1.3k | 60.00 | 21.35 | |
| Roku Com Cl A (ROKU) | 0.0 | $1.1k | 15.00 | 74.33 | |
| Centene Corporation (CNC) | 0.0 | $1.1k | 18.00 | 60.56 | |
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $1.1k | 150.00 | 7.20 | |
| Vectrus (VVX) | 0.0 | $1.1k | 22.00 | 47.82 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.0k | 61.00 | 17.20 | |
| Concentrix Corp (CNXC) | 0.0 | $1.0k | 24.00 | 43.25 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $940.000000 | 8.00 | 117.50 | |
| Valero Energy Corporation (VLO) | 0.0 | $857.999800 | 7.00 | 122.57 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $805.000000 | 2.00 | 402.50 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $720.000000 | 5.00 | 144.00 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $693.000000 | 1.00 | 693.00 | |
| Medical Properties Trust (MPW) | 0.0 | $655.998800 | 166.00 | 3.95 | |
| Nexpoint Diversified Rel Et Com New (NXDT) | 0.0 | $652.999600 | 107.00 | 6.10 | |
| Tyler Technologies (TYL) | 0.0 | $577.000000 | 1.00 | 577.00 | |
| Amprius Technologies Common Stock (AMPX) | 0.0 | $560.000000 | 200.00 | 2.80 | |
| Etf Opportunities Trust T Rex 2x Inverse (TSLZ) | 0.0 | $498.000000 | 200.00 | 2.49 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $480.000000 | 12.00 | 40.00 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $434.000700 | 21.00 | 20.67 | |
| Cloudflare Cl A Com (NET) | 0.0 | $431.000000 | 4.00 | 107.75 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $426.000000 | 1.00 | 426.00 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $421.000000 | 2.00 | 210.50 | |
| NET Lease Office Properties (NLOP) | 0.0 | $406.000400 | 13.00 | 31.23 | |
| Wabtec Corporation (WAB) | 0.0 | $379.000000 | 2.00 | 189.50 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $339.000000 | 2.00 | 169.50 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $300.000000 | 3.00 | 100.00 | |
| Aurora Cannabis (ACB) | 0.0 | $281.001600 | 66.00 | 4.26 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $274.000000 | 100.00 | 2.74 | |
| Enhabit Ord (EHAB) | 0.0 | $250.000000 | 32.00 | 7.81 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $234.000000 | 4.00 | 58.50 | |
| Zimvie (ZIMV) | 0.0 | $208.999500 | 15.00 | 13.93 | |
| Riot Blockchain (RIOT) | 0.0 | $204.000000 | 20.00 | 10.20 | |
| iRobot Corporation (IRBT) | 0.0 | $194.000000 | 25.00 | 7.76 | |
| Whitehorse Finance (WHF) | 0.0 | $145.000500 | 15.00 | 9.67 | |
| Paramount Global Class B Com (PARA) | 0.0 | $126.000000 | 12.00 | 10.50 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $112.000000 | 4.00 | 28.00 | |
| Snap Cl A (SNAP) | 0.0 | $108.000000 | 10.00 | 10.80 | |
| Westport Fuel Systems (WPRT) | 0.0 | $107.001000 | 30.00 | 3.57 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $106.000000 | 8.00 | 13.25 | |
| Penn National Gaming (PENN) | 0.0 | $99.000000 | 5.00 | 19.80 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $95.999800 | 13.00 | 7.38 | |
| Camping World Hldgs Cl A (CWH) | 0.0 | $84.000000 | 4.00 | 21.00 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $83.000100 | 3.00 | 27.67 | |
| Klx Energy Servics Holdngs I Com New (KLXE) | 0.0 | $75.000000 | 15.00 | 5.00 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $0 | 0 | 0.00 |