Delta Asset Management as of March 31, 2025
Portfolio Holdings for Delta Asset Management
Delta Asset Management holds 606 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.5 | $163M | 434k | 375.39 | |
| S&p Global (SPGI) | 6.1 | $64M | 126k | 508.10 | |
| Lowe's Companies (LOW) | 5.2 | $55M | 236k | 233.23 | |
| Wal-Mart Stores (WMT) | 4.2 | $45M | 507k | 87.79 | |
| Goldman Sachs (GS) | 4.2 | $45M | 82k | 546.29 | |
| Honeywell International (HON) | 4.2 | $44M | 207k | 211.75 | |
| Procter & Gamble Company (PG) | 3.8 | $40M | 235k | 170.42 | |
| Eaton Corp SHS (ETN) | 3.7 | $39M | 142k | 271.83 | |
| Carrier Global Corporation (CARR) | 3.0 | $32M | 498k | 63.40 | |
| Wells Fargo & Company (WFC) | 2.9 | $31M | 425k | 71.79 | |
| SYSCO Corporation (SYY) | 2.9 | $30M | 406k | 75.04 | |
| Walt Disney Company (DIS) | 2.6 | $27M | 277k | 98.70 | |
| Bank of New York Mellon Corporation (BK) | 2.4 | $25M | 297k | 83.87 | |
| Comcast Corp Cl A (CMCSA) | 2.0 | $22M | 582k | 36.90 | |
| Enbridge (ENB) | 2.0 | $21M | 465k | 44.31 | |
| Ecolab (ECL) | 1.9 | $20M | 80k | 253.52 | |
| United Parcel Service CL B (UPS) | 1.8 | $20M | 177k | 109.99 | |
| Avery Dennison Corporation (AVY) | 1.8 | $19M | 109k | 177.97 | |
| Caterpillar (CAT) | 1.8 | $19M | 58k | 329.80 | |
| Becton, Dickinson and (BDX) | 1.8 | $19M | 82k | 229.06 | |
| Stanley Black & Decker (SWK) | 1.6 | $17M | 214k | 76.88 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $16M | 121k | 132.46 | |
| Truist Financial Corp equities (TFC) | 1.2 | $13M | 317k | 41.15 | |
| Emerson Electric (EMR) | 1.2 | $12M | 113k | 109.64 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $12M | 38k | 312.04 | |
| Apple (AAPL) | 1.1 | $11M | 50k | 222.13 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $9.6M | 25k | 383.53 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $8.6M | 164k | 52.37 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $8.5M | 71k | 118.93 | |
| Johnson & Johnson (JNJ) | 0.7 | $7.1M | 43k | 165.84 | |
| Otis Worldwide Corp (OTIS) | 0.7 | $7.0M | 68k | 103.20 | |
| Abbvie (ABBV) | 0.7 | $6.9M | 33k | 209.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.9M | 11k | 532.58 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $5.7M | 189k | 30.10 | |
| Bristol Myers Squibb (BMY) | 0.4 | $4.6M | 76k | 60.99 | |
| Abbott Laboratories (ABT) | 0.4 | $4.0M | 30k | 132.65 | |
| Home Depot (HD) | 0.4 | $3.7M | 10k | 366.51 | |
| At&t (T) | 0.3 | $3.7M | 130k | 28.28 | |
| Baxter International (BAX) | 0.3 | $3.6M | 106k | 34.23 | |
| Verizon Communications (VZ) | 0.3 | $3.6M | 80k | 45.36 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.6M | 15k | 245.29 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $3.6M | 49k | 73.45 | |
| Old Republic International Corporation (ORI) | 0.3 | $3.5M | 90k | 39.22 | |
| NVIDIA Corporation (NVDA) | 0.3 | $3.3M | 30k | 108.38 | |
| Cracker Barrel Old Country Store (CBRL) | 0.3 | $2.9M | 75k | 38.82 | |
| Corecivic (CXW) | 0.3 | $2.9M | 143k | 20.29 | |
| Intel Corporation (INTC) | 0.3 | $2.7M | 119k | 22.71 | |
| Pfizer (PFE) | 0.2 | $2.6M | 104k | 25.34 | |
| Waste Management (WM) | 0.2 | $2.6M | 11k | 231.51 | |
| Nov (NOV) | 0.2 | $2.5M | 166k | 15.22 | |
| Amazon (AMZN) | 0.2 | $2.5M | 13k | 190.26 | |
| McDonald's Corporation (MCD) | 0.2 | $2.3M | 7.3k | 312.35 | |
| Mid-America Apartment (MAA) | 0.2 | $2.1M | 13k | 167.58 | |
| First Horizon National Corporation (FHN) | 0.2 | $2.1M | 107k | 19.42 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.1M | 2.2k | 945.78 | |
| Chevron Corporation (CVX) | 0.2 | $1.9M | 11k | 167.29 | |
| Meta Platforms Cl A (META) | 0.2 | $1.8M | 3.2k | 576.40 | |
| Visa Com Cl A (V) | 0.2 | $1.8M | 5.2k | 350.46 | |
| FedEx Corporation (FDX) | 0.2 | $1.8M | 7.5k | 243.78 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.7M | 3.1k | 559.39 | |
| Pepsi (PEP) | 0.2 | $1.6M | 11k | 149.94 | |
| Consolidated Edison (ED) | 0.2 | $1.6M | 15k | 110.59 | |
| AutoZone (AZO) | 0.1 | $1.5M | 385.00 | 3812.78 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $1.4M | 35k | 41.12 | |
| Coca-Cola Company (KO) | 0.1 | $1.4M | 19k | 71.62 | |
| Southern Company (SO) | 0.1 | $1.3M | 15k | 91.95 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | 11k | 116.67 | |
| International Business Machines (IBM) | 0.1 | $1.3M | 5.1k | 248.66 | |
| Merck & Co (MRK) | 0.1 | $1.2M | 13k | 89.76 | |
| Dow (DOW) | 0.1 | $1.1M | 33k | 34.92 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | 5.4k | 200.15 | |
| Philip Morris International (PM) | 0.1 | $1.0M | 6.4k | 158.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $980k | 6.3k | 156.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $945k | 6.1k | 154.63 | |
| Cisco Systems (CSCO) | 0.1 | $934k | 15k | 61.71 | |
| Marriott Intl Cl A (MAR) | 0.1 | $829k | 3.5k | 238.20 | |
| Dupont De Nemours (DD) | 0.1 | $771k | 10k | 74.68 | |
| Oracle Corporation (ORCL) | 0.1 | $745k | 5.3k | 139.81 | |
| Altria (MO) | 0.1 | $731k | 12k | 60.02 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $724k | 11k | 67.85 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $695k | 2.5k | 274.84 | |
| Bank of America Corporation (BAC) | 0.1 | $684k | 16k | 41.73 | |
| Colgate-Palmolive Company (CL) | 0.1 | $646k | 6.9k | 93.70 | |
| Corteva (CTVA) | 0.1 | $581k | 9.2k | 62.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $578k | 1.0k | 561.90 | |
| Prologis (PLD) | 0.1 | $573k | 5.1k | 111.79 | |
| Enterprise Products Partners (EPD) | 0.1 | $561k | 16k | 34.14 | |
| Automatic Data Processing (ADP) | 0.1 | $561k | 1.8k | 305.53 | |
| Fastenal Company (FAST) | 0.1 | $558k | 7.2k | 77.55 | |
| Eli Lilly & Co. (LLY) | 0.1 | $540k | 654.00 | 825.96 | |
| Citigroup Com New (C) | 0.1 | $536k | 7.5k | 70.99 | |
| Deere & Company (DE) | 0.1 | $534k | 1.1k | 469.35 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $521k | 947.00 | 550.03 | |
| Ufp Industries (UFPI) | 0.0 | $509k | 4.8k | 107.04 | |
| Zoetis Cl A (ZTS) | 0.0 | $508k | 3.1k | 164.65 | |
| PNC Financial Services (PNC) | 0.0 | $458k | 2.6k | 175.77 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $447k | 15k | 29.28 | |
| Valmont Industries (VMI) | 0.0 | $434k | 1.5k | 285.37 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $433k | 7.2k | 60.19 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $432k | 12k | 35.67 | |
| Norfolk Southern (NSC) | 0.0 | $431k | 1.8k | 236.84 | |
| Union Pacific Corporation (UNP) | 0.0 | $420k | 1.8k | 236.24 | |
| Ge Vernova (GEV) | 0.0 | $411k | 1.3k | 305.28 | |
| American Express Company (AXP) | 0.0 | $399k | 1.5k | 269.05 | |
| Regions Financial Corporation (RF) | 0.0 | $395k | 18k | 21.73 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $382k | 743.00 | 513.58 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $370k | 16k | 22.98 | |
| AFLAC Incorporated (AFL) | 0.0 | $369k | 3.3k | 111.20 | |
| First American Financial (FAF) | 0.0 | $367k | 5.6k | 65.63 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $366k | 15k | 25.04 | |
| Kraft Heinz (KHC) | 0.0 | $355k | 12k | 30.43 | |
| Unum (UNM) | 0.0 | $352k | 4.3k | 81.46 | |
| Travelers Companies (TRV) | 0.0 | $343k | 1.3k | 264.46 | |
| Allstate Corporation (ALL) | 0.0 | $341k | 1.6k | 207.07 | |
| American Electric Power Company (AEP) | 0.0 | $341k | 3.1k | 109.28 | |
| Apollo Global Mgmt (APO) | 0.0 | $315k | 2.3k | 136.94 | |
| Linde SHS (LIN) | 0.0 | $309k | 663.00 | 465.64 | |
| Amgen (AMGN) | 0.0 | $306k | 983.00 | 311.55 | |
| Nextera Energy (NEE) | 0.0 | $305k | 4.3k | 70.89 | |
| Us Bancorp Del Com New (USB) | 0.0 | $303k | 7.2k | 42.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $300k | 852.00 | 352.58 | |
| Netflix (NFLX) | 0.0 | $298k | 320.00 | 932.53 | |
| Qualcomm (QCOM) | 0.0 | $296k | 1.9k | 153.61 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $294k | 11k | 27.96 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $293k | 625.00 | 468.92 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $291k | 950.00 | 306.74 | |
| Ubiquiti (UI) | 0.0 | $283k | 912.00 | 310.18 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $267k | 598.00 | 446.71 | |
| Timberland Ban (TSBK) | 0.0 | $265k | 8.8k | 30.15 | |
| Hanover Insurance (THG) | 0.0 | $261k | 1.5k | 173.95 | |
| Toast Cl A (TOST) | 0.0 | $255k | 7.7k | 33.17 | |
| International Flavors & Fragrances (IFF) | 0.0 | $252k | 3.3k | 77.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $249k | 865.00 | 288.14 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $244k | 5.1k | 48.01 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $240k | 3.4k | 71.43 | |
| Tractor Supply Company (TSCO) | 0.0 | $233k | 4.2k | 55.10 | |
| Xylem (XYL) | 0.0 | $231k | 1.9k | 119.46 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $221k | 1.6k | 142.22 | |
| ConocoPhillips (COP) | 0.0 | $216k | 2.1k | 105.02 | |
| DTE Energy Company (DTE) | 0.0 | $211k | 1.5k | 138.27 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $206k | 3.5k | 58.29 | |
| FactSet Research Systems (FDS) | 0.0 | $205k | 450.00 | 454.64 | |
| Danaher Corporation (DHR) | 0.0 | $202k | 986.00 | 205.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $202k | 2.0k | 98.92 | |
| Chubb (CB) | 0.0 | $201k | 667.00 | 301.99 | |
| Home BancShares (HOMB) | 0.0 | $191k | 6.8k | 28.27 | |
| Medtronic SHS (MDT) | 0.0 | $187k | 2.1k | 89.86 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $185k | 1.6k | 119.46 | |
| Shell Spon Ads (SHEL) | 0.0 | $182k | 2.5k | 73.28 | |
| Lincoln National Corporation (LNC) | 0.0 | $180k | 5.0k | 35.91 | |
| Ida (IDA) | 0.0 | $179k | 1.5k | 116.23 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $175k | 1.2k | 145.69 | |
| Unilever Spon Adr New (UL) | 0.0 | $174k | 2.9k | 59.55 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $169k | 2.0k | 84.40 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $168k | 2.0k | 82.31 | |
| Applied Materials (AMAT) | 0.0 | $164k | 1.1k | 145.18 | |
| Equifax (EFX) | 0.0 | $162k | 663.00 | 243.56 | |
| Anthem (ELV) | 0.0 | $161k | 370.00 | 434.96 | |
| Renasant (RNST) | 0.0 | $159k | 4.7k | 33.93 | |
| Intapp (INTA) | 0.0 | $152k | 2.6k | 58.38 | |
| Advanced Micro Devices (AMD) | 0.0 | $152k | 1.5k | 102.74 | |
| Smucker J M Com New (SJM) | 0.0 | $151k | 1.3k | 118.41 | |
| Dominion Resources (D) | 0.0 | $151k | 2.7k | 56.07 | |
| Paychex (PAYX) | 0.0 | $149k | 968.00 | 154.28 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $149k | 1.1k | 139.79 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $145k | 1.8k | 80.71 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $145k | 8.6k | 16.90 | |
| Intuit (INTU) | 0.0 | $140k | 228.00 | 613.99 | |
| CoStar (CSGP) | 0.0 | $139k | 1.8k | 79.23 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $139k | 1.5k | 93.66 | |
| Fb Finl (FBK) | 0.0 | $139k | 3.0k | 46.36 | |
| Hldgs (UAL) | 0.0 | $138k | 2.0k | 69.05 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $136k | 1.5k | 93.45 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $130k | 3.0k | 43.30 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $127k | 11k | 11.52 | |
| Constellation Energy (CEG) | 0.0 | $126k | 623.00 | 201.63 | |
| Hartford Financial Services (HIG) | 0.0 | $124k | 1.0k | 123.73 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $122k | 2.2k | 54.89 | |
| Sanmina (SANM) | 0.0 | $122k | 1.6k | 76.18 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $115k | 1.5k | 77.92 | |
| Kkr & Co (KKR) | 0.0 | $113k | 981.00 | 115.60 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $110k | 11k | 10.24 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $106k | 728.00 | 146.01 | |
| Sherwin-Williams Company (SHW) | 0.0 | $106k | 302.00 | 349.19 | |
| Yum! Brands (YUM) | 0.0 | $105k | 670.00 | 157.36 | |
| McKesson Corporation (MCK) | 0.0 | $105k | 155.00 | 675.15 | |
| Tesla Motors (TSLA) | 0.0 | $104k | 401.00 | 259.16 | |
| Blackrock (BLK) | 0.0 | $101k | 107.00 | 946.48 | |
| UnitedHealth (UNH) | 0.0 | $101k | 193.00 | 523.75 | |
| Exelon Corporation (EXC) | 0.0 | $100k | 2.2k | 46.08 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $99k | 386.00 | 257.03 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $99k | 193.00 | 512.01 | |
| BP Sponsored Adr (BP) | 0.0 | $98k | 2.9k | 33.79 | |
| Itt (ITT) | 0.0 | $97k | 750.00 | 129.16 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $94k | 11k | 8.58 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $90k | 663.00 | 135.68 | |
| Brinker International (EAT) | 0.0 | $89k | 600.00 | 149.05 | |
| Uber Technologies (UBER) | 0.0 | $87k | 1.2k | 72.86 | |
| Entergy Corporation (ETR) | 0.0 | $86k | 1.0k | 85.49 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $86k | 1.2k | 71.58 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $86k | 1.1k | 75.65 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $84k | 1.7k | 48.54 | |
| Raymond James Financial (RJF) | 0.0 | $83k | 600.00 | 138.91 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $83k | 5.1k | 16.18 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $83k | 5.8k | 14.22 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $82k | 636.00 | 128.96 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $82k | 220.00 | 370.82 | |
| Target Corporation (TGT) | 0.0 | $81k | 773.00 | 104.36 | |
| Cummins (CMI) | 0.0 | $80k | 255.00 | 313.44 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $75k | 791.00 | 95.25 | |
| Illinois Tool Works (ITW) | 0.0 | $74k | 300.00 | 248.01 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $74k | 1.0k | 74.07 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $74k | 764.00 | 96.48 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $74k | 901.00 | 81.76 | |
| Kroger (KR) | 0.0 | $73k | 1.1k | 67.71 | |
| Freshworks Class A Com (FRSH) | 0.0 | $72k | 5.1k | 14.11 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $71k | 670.00 | 105.44 | |
| Utz Brands Com Cl A (UTZ) | 0.0 | $70k | 5.0k | 14.08 | |
| Williams Companies (WMB) | 0.0 | $70k | 1.2k | 59.76 | |
| Booking Holdings (BKNG) | 0.0 | $69k | 15.00 | 4606.93 | |
| TJX Companies (TJX) | 0.0 | $69k | 566.00 | 121.80 | |
| Capital One Financial (COF) | 0.0 | $66k | 370.00 | 179.30 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $66k | 1.5k | 43.87 | |
| Fortune Brands (FBIN) | 0.0 | $65k | 1.1k | 60.88 | |
| Peak (DOC) | 0.0 | $65k | 3.2k | 20.22 | |
| CenterPoint Energy (CNP) | 0.0 | $63k | 1.8k | 36.23 | |
| Horizon Ban (HBNC) | 0.0 | $62k | 4.1k | 15.08 | |
| Cigna Corp (CI) | 0.0 | $62k | 187.00 | 329.00 | |
| GSK Sponsored Adr (GSK) | 0.0 | $61k | 1.6k | 38.74 | |
| 3M Company (MMM) | 0.0 | $61k | 416.00 | 146.86 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $61k | 1.5k | 40.01 | |
| Expeditors International of Washington (EXPD) | 0.0 | $60k | 500.00 | 120.25 | |
| Murphy Usa (MUSA) | 0.0 | $60k | 127.00 | 469.81 | |
| Nike CL B (NKE) | 0.0 | $59k | 933.00 | 63.48 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $59k | 346.00 | 170.89 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $59k | 170.00 | 345.24 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $58k | 184.00 | 317.64 | |
| salesforce (CRM) | 0.0 | $58k | 217.00 | 268.36 | |
| Citizens Financial (CFG) | 0.0 | $57k | 1.4k | 40.97 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $57k | 277.00 | 206.15 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $57k | 1.4k | 41.21 | |
| Simon Property (SPG) | 0.0 | $57k | 340.00 | 166.08 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $56k | 770.00 | 72.70 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $56k | 155.00 | 361.09 | |
| Sentinelone Cl A (S) | 0.0 | $56k | 3.1k | 18.18 | |
| Northern Trust Corporation (NTRS) | 0.0 | $56k | 565.00 | 98.65 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $56k | 625.00 | 88.99 | |
| CVS Caremark Corporation (CVS) | 0.0 | $56k | 820.00 | 67.79 | |
| Hershey Company (HSY) | 0.0 | $56k | 325.00 | 171.03 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $55k | 739.00 | 74.72 | |
| MetLife (MET) | 0.0 | $55k | 687.00 | 80.29 | |
| Church & Dwight (CHD) | 0.0 | $55k | 500.00 | 110.09 | |
| Zimmer Holdings (ZBH) | 0.0 | $54k | 480.00 | 113.18 | |
| Broadcom (AVGO) | 0.0 | $54k | 320.00 | 167.43 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $52k | 430.00 | 121.97 | |
| Markel Corporation (MKL) | 0.0 | $52k | 28.00 | 1869.61 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $51k | 525.00 | 97.82 | |
| Genuine Parts Company (GPC) | 0.0 | $51k | 429.00 | 119.14 | |
| Core Scientific *w Exp 01/23/202 (CORZZ) | 0.0 | $51k | 7.1k | 7.18 | |
| Public Storage (PSA) | 0.0 | $51k | 170.00 | 299.29 | |
| Mattel (MAT) | 0.0 | $51k | 2.6k | 19.43 | |
| Palo Alto Networks (PANW) | 0.0 | $50k | 292.00 | 170.64 | |
| Garmin SHS (GRMN) | 0.0 | $50k | 229.00 | 217.13 | |
| Cardinal Health (CAH) | 0.0 | $49k | 355.00 | 137.77 | |
| Ameriprise Financial (AMP) | 0.0 | $48k | 100.00 | 484.11 | |
| Kinder Morgan (KMI) | 0.0 | $48k | 1.7k | 28.53 | |
| Corning Incorporated (GLW) | 0.0 | $48k | 1.0k | 45.76 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $47k | 557.00 | 85.05 | |
| Cme (CME) | 0.0 | $46k | 175.00 | 265.29 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $46k | 590.00 | 78.28 | |
| American Tower Reit (AMT) | 0.0 | $46k | 212.00 | 217.60 | |
| PPG Industries (PPG) | 0.0 | $46k | 420.00 | 109.28 | |
| HealthStream (HSTM) | 0.0 | $45k | 1.4k | 32.18 | |
| EastGroup Properties (EGP) | 0.0 | $44k | 250.00 | 176.25 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $44k | 553.00 | 78.94 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $43k | 2.3k | 19.21 | |
| NiSource (NI) | 0.0 | $42k | 1.1k | 40.09 | |
| Evergy (EVRG) | 0.0 | $42k | 605.00 | 68.95 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $42k | 76.00 | 548.12 | |
| FirstEnergy (FE) | 0.0 | $40k | 999.00 | 40.42 | |
| Hp (HPQ) | 0.0 | $40k | 1.4k | 27.69 | |
| Loews Corporation (L) | 0.0 | $40k | 431.00 | 91.91 | |
| Fidelity National Information Services (FIS) | 0.0 | $39k | 525.00 | 74.68 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $39k | 700.00 | 55.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $39k | 665.00 | 58.35 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $38k | 77.00 | 497.60 | |
| Suncor Energy (SU) | 0.0 | $38k | 981.00 | 38.72 | |
| Southwest Airlines (LUV) | 0.0 | $38k | 1.1k | 33.58 | |
| Monolithic Power Systems (MPWR) | 0.0 | $38k | 65.00 | 579.98 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $37k | 3.0k | 12.38 | |
| Canadian Natural Resources (CNQ) | 0.0 | $37k | 1.2k | 30.80 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $37k | 19.00 | 1925.79 | |
| Trustmark Corporation (TRMK) | 0.0 | $37k | 1.1k | 34.49 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $36k | 1.6k | 22.74 | |
| Boeing Company (BA) | 0.0 | $35k | 206.00 | 170.56 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $35k | 175.00 | 199.49 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $35k | 1.5k | 22.55 | |
| Paypal Holdings (PYPL) | 0.0 | $35k | 533.00 | 65.25 | |
| Trane Technologies SHS (TT) | 0.0 | $35k | 103.00 | 335.80 | |
| Clorox Company (CLX) | 0.0 | $35k | 234.00 | 147.25 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $34k | 500.00 | 68.56 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $33k | 1.0k | 33.26 | |
| L3harris Technologies (LHX) | 0.0 | $33k | 158.00 | 209.31 | |
| Procore Technologies (PCOR) | 0.0 | $33k | 500.00 | 66.02 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $33k | 624.00 | 52.41 | |
| Rbc Cad (RY) | 0.0 | $32k | 285.00 | 112.72 | |
| EOG Resources (EOG) | 0.0 | $32k | 250.00 | 128.24 | |
| International Paper Company (IP) | 0.0 | $31k | 585.00 | 53.35 | |
| Devon Energy Corporation (DVN) | 0.0 | $31k | 828.00 | 37.40 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $31k | 316.00 | 97.45 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $31k | 500.00 | 61.56 | |
| Atmos Energy Corporation (ATO) | 0.0 | $31k | 199.00 | 154.58 | |
| Metropcs Communications (TMUS) | 0.0 | $31k | 115.00 | 266.71 | |
| Sterling Construction Company (STRL) | 0.0 | $31k | 270.00 | 113.21 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $30k | 160.00 | 188.16 | |
| American Intl Group Com New (AIG) | 0.0 | $30k | 346.00 | 86.84 | |
| Yum China Holdings (YUMC) | 0.0 | $30k | 575.00 | 52.06 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $30k | 1.4k | 22.08 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $29k | 367.00 | 80.11 | |
| Hess (HES) | 0.0 | $29k | 184.00 | 159.73 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $29k | 1.2k | 24.28 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $29k | 320.00 | 90.01 | |
| Ford Motor Company (F) | 0.0 | $28k | 2.8k | 10.03 | |
| AmerisourceBergen (COR) | 0.0 | $28k | 100.00 | 278.09 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $27k | 143.00 | 186.29 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $26k | 400.00 | 66.00 | |
| Cintas Corporation (CTAS) | 0.0 | $26k | 128.00 | 205.53 | |
| Cbre Group Cl A (CBRE) | 0.0 | $26k | 200.00 | 130.78 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $26k | 1.4k | 18.59 | |
| Core Scientific *w Exp 01/23/202 (CORZW) | 0.0 | $26k | 8.5k | 3.03 | |
| DNP Select Income Fund (DNP) | 0.0 | $26k | 2.6k | 9.89 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $25k | 263.00 | 96.45 | |
| Avista Corporation (AVA) | 0.0 | $25k | 600.00 | 41.87 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $25k | 380.00 | 65.17 | |
| Core Scientific (CORZ) | 0.0 | $24k | 3.4k | 7.24 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $24k | 300.00 | 78.89 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $24k | 1.8k | 13.12 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $23k | 246.00 | 95.21 | |
| Nucor Corporation (NUE) | 0.0 | $23k | 194.00 | 120.34 | |
| Cheniere Energy Com New (LNG) | 0.0 | $23k | 100.00 | 231.40 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $23k | 480.00 | 47.58 | |
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $23k | 600.00 | 37.63 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $22k | 1.0k | 22.43 | |
| Farmland Partners (FPI) | 0.0 | $22k | 2.0k | 11.15 | |
| Essential Utils (WTRG) | 0.0 | $22k | 560.00 | 39.53 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $22k | 425.00 | 51.05 | |
| O'reilly Automotive (ORLY) | 0.0 | $22k | 15.00 | 1432.60 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $21k | 200.00 | 106.79 | |
| Bk Nova Cad (BNS) | 0.0 | $21k | 450.00 | 47.43 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $21k | 750.00 | 28.37 | |
| York Water Company (YORW) | 0.0 | $21k | 613.00 | 34.68 | |
| Lululemon Athletica (LULU) | 0.0 | $21k | 75.00 | 283.07 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $21k | 180.00 | 117.49 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $21k | 200.00 | 105.60 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $21k | 475.00 | 43.88 | |
| Acuity Brands (AYI) | 0.0 | $21k | 78.00 | 263.35 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $21k | 483.00 | 42.52 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $21k | 301.00 | 68.14 | |
| Zscaler Incorporated (ZS) | 0.0 | $20k | 103.00 | 198.42 | |
| Fiserv (FI) | 0.0 | $20k | 90.00 | 220.83 | |
| Fifth Third Ban (FITB) | 0.0 | $20k | 506.00 | 39.20 | |
| W.W. Grainger (GWW) | 0.0 | $20k | 20.00 | 987.85 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $20k | 810.00 | 24.34 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $20k | 732.00 | 26.89 | |
| Ares Capital Corporation (ARCC) | 0.0 | $19k | 870.00 | 22.16 | |
| Schlumberger Com Stk (SLB) | 0.0 | $19k | 452.00 | 41.81 | |
| Steel Dynamics (STLD) | 0.0 | $19k | 150.00 | 125.08 | |
| AGCO Corporation (AGCO) | 0.0 | $19k | 202.00 | 92.57 | |
| ConAgra Foods (CAG) | 0.0 | $19k | 700.00 | 26.67 | |
| Eversource Energy (ES) | 0.0 | $19k | 300.00 | 62.11 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $19k | 650.00 | 28.41 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $18k | 110.00 | 166.00 | |
| Olo Cl A | 0.0 | $18k | 3.0k | 6.04 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $18k | 172.00 | 104.57 | |
| General Mills (GIS) | 0.0 | $18k | 300.00 | 59.79 | |
| Newmont Mining Corporation (NEM) | 0.0 | $18k | 366.00 | 48.28 | |
| Starbucks Corporation (SBUX) | 0.0 | $17k | 174.00 | 98.09 | |
| Marvell Technology (MRVL) | 0.0 | $17k | 275.00 | 61.57 | |
| Northfield Bancorp (NFBK) | 0.0 | $17k | 1.5k | 10.91 | |
| Greenbrier Companies (GBX) | 0.0 | $17k | 326.00 | 51.22 | |
| Rockwell Automation (ROK) | 0.0 | $16k | 63.00 | 258.38 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $16k | 421.00 | 38.23 | |
| Owens Corning (OC) | 0.0 | $16k | 110.00 | 142.82 | |
| Liveramp Holdings (RAMP) | 0.0 | $16k | 600.00 | 26.14 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $16k | 191.00 | 81.67 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $16k | 183.00 | 84.95 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $15k | 100.00 | 153.10 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $15k | 168.00 | 90.67 | |
| Servicenow (NOW) | 0.0 | $15k | 19.00 | 796.16 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $15k | 107.00 | 141.32 | |
| Expedia Group Com New (EXPE) | 0.0 | $15k | 87.00 | 168.10 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $14k | 80.00 | 179.70 | |
| First Industrial Realty Trust (FR) | 0.0 | $14k | 266.00 | 53.96 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $14k | 112.00 | 127.90 | |
| M&T Bank Corporation (MTB) | 0.0 | $14k | 79.00 | 178.75 | |
| American Water Works (AWK) | 0.0 | $14k | 94.00 | 147.52 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $14k | 130.00 | 106.02 | |
| Snowflake Cl A (SNOW) | 0.0 | $14k | 94.00 | 146.16 | |
| Biogen Idec (BIIB) | 0.0 | $14k | 100.00 | 136.84 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $14k | 269.00 | 50.83 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $14k | 160.00 | 85.00 | |
| Murphy Oil Corporation (MUR) | 0.0 | $14k | 477.00 | 28.40 | |
| Kimco Realty Corporation (KIM) | 0.0 | $13k | 633.00 | 21.24 | |
| PPL Corporation (PPL) | 0.0 | $13k | 368.00 | 36.11 | |
| Digital Realty Trust (DLR) | 0.0 | $13k | 92.00 | 143.29 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $13k | 98.00 | 134.29 | |
| MasTec (MTZ) | 0.0 | $13k | 112.00 | 116.71 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $13k | 160.00 | 81.47 | |
| Stryker Corporation (SYK) | 0.0 | $13k | 35.00 | 372.26 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $13k | 100.00 | 128.43 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $13k | 352.00 | 36.14 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $12k | 1.0k | 12.42 | |
| Potlatch Corporation (PCH) | 0.0 | $12k | 275.00 | 45.12 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $12k | 598.00 | 20.17 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $12k | 310.00 | 38.31 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $12k | 59.00 | 197.46 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $12k | 195.00 | 58.96 | |
| Vulcan Materials Company (VMC) | 0.0 | $11k | 49.00 | 233.31 | |
| Sunrise Communications Ads Cl A (SNREY) | 0.0 | $11k | 236.00 | 48.29 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $11k | 126.00 | 90.18 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 38.00 | 294.92 | |
| Micron Technology (MU) | 0.0 | $11k | 125.00 | 86.89 | |
| Gilead Sciences (GILD) | 0.0 | $11k | 95.00 | 112.05 | |
| Dover Corporation (DOV) | 0.0 | $11k | 60.00 | 176.93 | |
| Western Union Company (WU) | 0.0 | $11k | 1.0k | 10.58 | |
| Whitestone REIT (WSR) | 0.0 | $11k | 725.00 | 14.57 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $11k | 279.00 | 37.86 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $11k | 943.00 | 11.19 | |
| Globe Life (GL) | 0.0 | $10k | 78.00 | 131.72 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $10k | 330.00 | 30.99 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $10k | 150.00 | 67.24 | |
| Martin Marietta Materials (MLM) | 0.0 | $10k | 21.00 | 478.14 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $9.9k | 85.00 | 116.39 | |
| Starwood Property Trust (STWD) | 0.0 | $9.9k | 500.00 | 19.77 | |
| Cenovus Energy (CVE) | 0.0 | $9.9k | 709.00 | 13.91 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $9.9k | 823.00 | 11.97 | |
| Lamb Weston Hldgs (LW) | 0.0 | $9.8k | 183.00 | 53.30 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $9.7k | 774.00 | 12.56 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $9.5k | 376.00 | 25.16 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $9.3k | 122.00 | 76.04 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $9.1k | 200.00 | 45.26 | |
| Affiliated Managers (AMG) | 0.0 | $8.9k | 53.00 | 168.04 | |
| Microstrategy Cl A New (MSTR) | 0.0 | $8.6k | 30.00 | 288.27 | |
| Regency Centers Corporation (REG) | 0.0 | $8.6k | 117.00 | 73.76 | |
| Aramark Hldgs (ARMK) | 0.0 | $8.5k | 245.00 | 34.52 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $8.4k | 57.00 | 147.72 | |
| Oneok (OKE) | 0.0 | $8.2k | 83.00 | 99.22 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $8.2k | 104.00 | 78.85 | |
| Bank Ozk (OZK) | 0.0 | $8.1k | 186.00 | 43.45 | |
| Commercial Metals Company (CMC) | 0.0 | $8.1k | 175.00 | 46.01 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $8.0k | 200.00 | 40.03 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $8.0k | 15.00 | 533.47 | |
| Tidal Etf Tr Sound Enhanced (FXED) | 0.0 | $7.8k | 430.00 | 18.13 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $7.7k | 289.00 | 26.79 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $7.6k | 36.00 | 210.97 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $7.5k | 151.00 | 49.75 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $7.5k | 155.00 | 48.45 | |
| Smurfit Westrock SHS (SW) | 0.0 | $6.8k | 150.00 | 45.06 | |
| Albemarle Corporation (ALB) | 0.0 | $6.7k | 93.00 | 72.02 | |
| Encompass Health Corp (EHC) | 0.0 | $6.7k | 66.00 | 101.27 | |
| Dropbox Cl A (DBX) | 0.0 | $6.7k | 250.00 | 26.71 | |
| Omega Healthcare Investors (OHI) | 0.0 | $6.5k | 171.00 | 38.08 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $6.5k | 200.00 | 32.54 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $6.4k | 270.00 | 23.61 | |
| Pool Corporation (POOL) | 0.0 | $6.4k | 20.00 | 318.35 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $6.4k | 296.00 | 21.51 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $6.2k | 50.00 | 124.50 | |
| Msci (MSCI) | 0.0 | $6.2k | 11.00 | 565.55 | |
| Dollar General (DG) | 0.0 | $6.2k | 70.00 | 87.93 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $6.1k | 100.00 | 60.87 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $5.8k | 375.00 | 15.43 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $5.8k | 100.00 | 57.57 | |
| Soundhound Ai Class A Com (SOUN) | 0.0 | $5.7k | 700.00 | 8.12 | |
| Steris Shs Usd (STE) | 0.0 | $5.7k | 25.00 | 226.64 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $5.6k | 468.00 | 12.02 | |
| Universal Corporation (UVV) | 0.0 | $5.6k | 100.00 | 56.05 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $5.6k | 250.00 | 22.38 | |
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $5.6k | 1.2k | 4.65 | |
| Coty Com Cl A (COTY) | 0.0 | $5.5k | 1.0k | 5.47 | |
| Host Hotels & Resorts (HST) | 0.0 | $5.4k | 380.00 | 14.21 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $5.4k | 200.00 | 26.92 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $5.3k | 147.00 | 36.15 | |
| CNO Financial (CNO) | 0.0 | $5.3k | 127.00 | 41.65 | |
| Iqvia Holdings (IQV) | 0.0 | $5.3k | 30.00 | 176.30 | |
| Ingersoll Rand (IR) | 0.0 | $5.2k | 65.00 | 80.03 | |
| Celanese Corporation (CE) | 0.0 | $5.2k | 91.00 | 56.77 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $5.1k | 19.00 | 270.84 | |
| Public Service Enterprise (PEG) | 0.0 | $4.9k | 60.00 | 82.38 | |
| Whirlpool Corporation (WHR) | 0.0 | $4.9k | 54.00 | 90.13 | |
| Golub Capital BDC (GBDC) | 0.0 | $4.7k | 310.00 | 15.14 | |
| Vici Pptys (VICI) | 0.0 | $4.7k | 143.00 | 32.62 | |
| Jack Henry & Associates (JKHY) | 0.0 | $4.6k | 25.00 | 182.60 | |
| Dell Technologies CL C (DELL) | 0.0 | $4.5k | 49.00 | 91.14 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $4.4k | 162.00 | 27.39 | |
| Allegion Ord Shs (ALLE) | 0.0 | $4.4k | 34.00 | 130.47 | |
| Tilray (TLRY) | 0.0 | $4.4k | 6.7k | 0.66 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $4.4k | 188.00 | 23.43 | |
| SkyWest (SKYW) | 0.0 | $4.4k | 50.00 | 87.38 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $4.4k | 202.00 | 21.57 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $4.3k | 66.00 | 64.70 | |
| Henry Schein (HSIC) | 0.0 | $4.2k | 62.00 | 68.48 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $4.2k | 65.00 | 65.08 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $4.2k | 325.00 | 12.83 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $4.2k | 60.00 | 69.43 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $4.2k | 361.00 | 11.51 | |
| J&J Snack Foods (JJSF) | 0.0 | $4.1k | 31.00 | 131.71 | |
| Cohu (COHU) | 0.0 | $4.0k | 272.00 | 14.71 | |
| Campbell Soup Company (CPB) | 0.0 | $4.0k | 100.00 | 39.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $4.0k | 30.00 | 132.23 | |
| MercadoLibre (MELI) | 0.0 | $3.9k | 2.00 | 1951.00 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $3.8k | 150.00 | 25.55 | |
| Synovus Finl Corp Com New (SNV) | 0.0 | $3.8k | 82.00 | 46.74 | |
| Southwest Gas Corporation (SWX) | 0.0 | $3.6k | 50.00 | 71.86 | |
| Realty Income (O) | 0.0 | $3.5k | 60.00 | 58.02 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $3.3k | 112.00 | 29.79 | |
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $3.3k | 74.00 | 45.07 | |
| Globus Med Cl A (GMED) | 0.0 | $3.3k | 45.00 | 73.20 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $3.3k | 469.00 | 7.01 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $3.3k | 53.00 | 61.77 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $3.2k | 193.00 | 16.72 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $3.2k | 31.00 | 102.39 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.1k | 111.00 | 27.57 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.9k | 25.00 | 116.36 | |
| Skyworks Solutions (SWKS) | 0.0 | $2.9k | 45.00 | 64.62 | |
| Moderna (MRNA) | 0.0 | $2.8k | 100.00 | 28.35 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.8k | 55.00 | 50.89 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $2.8k | 76.00 | 36.49 | |
| IDEX Corporation (IEX) | 0.0 | $2.7k | 15.00 | 181.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $2.5k | 50.00 | 50.22 | |
| SYNNEX Corporation (SNX) | 0.0 | $2.5k | 24.00 | 103.96 | |
| Cibc Cad (CM) | 0.0 | $2.5k | 44.00 | 56.30 | |
| Cohen & Steers Clsd-End Optuny Fnd (FOF) | 0.0 | $2.4k | 200.00 | 12.07 | |
| Global Med Reit Com New | 0.0 | $2.3k | 260.00 | 8.75 | |
| Transocean Registered Shs (RIG) | 0.0 | $2.2k | 700.00 | 3.17 | |
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $2.2k | 108.00 | 20.53 | |
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $2.2k | 25.00 | 86.60 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.2k | 50.00 | 43.06 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $2.1k | 74.00 | 28.86 | |
| Humana (HUM) | 0.0 | $2.1k | 8.00 | 264.62 | |
| Capitol Federal Financial (CFFN) | 0.0 | $2.1k | 375.00 | 5.60 | |
| Phillips 66 (PSX) | 0.0 | $2.1k | 17.00 | 123.47 | |
| Kosmos Energy (KOS) | 0.0 | $2.0k | 885.00 | 2.28 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $1.8k | 97.00 | 19.04 | |
| Lucid Group | 0.0 | $1.8k | 750.00 | 2.42 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $1.8k | 56.00 | 32.39 | |
| Kentucky First Federal Ban (KFFB) | 0.0 | $1.8k | 603.00 | 2.98 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.8k | 160.00 | 11.22 | |
| Key (KEY) | 0.0 | $1.8k | 111.00 | 15.99 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $1.8k | 124.00 | 14.28 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $1.8k | 105.00 | 16.76 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $1.7k | 34.00 | 50.24 | |
| D.R. Horton (DHI) | 0.0 | $1.7k | 13.00 | 127.15 | |
| Terawulf (WULF) | 0.0 | $1.6k | 600.00 | 2.73 | |
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $1.6k | 92.00 | 17.66 | |
| Amcor Ord (AMCR) | 0.0 | $1.6k | 167.00 | 9.70 | |
| Global Net Lease Com New (GNL) | 0.0 | $1.6k | 195.00 | 8.04 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $1.6k | 70.00 | 22.31 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.5k | 31.00 | 49.35 | |
| PG&E Corporation (PCG) | 0.0 | $1.5k | 86.00 | 17.17 | |
| Kenvue (KVUE) | 0.0 | $1.4k | 60.00 | 23.98 | |
| Organon & Co Common Stock (OGN) | 0.0 | $1.4k | 93.00 | 14.89 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.3k | 61.00 | 21.02 | |
| National Retail Properties (NNN) | 0.0 | $1.2k | 29.00 | 42.66 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $1.2k | 18.00 | 67.06 | |
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $1.2k | 265.00 | 4.46 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $1.2k | 221.00 | 5.29 | |
| Viatris (VTRS) | 0.0 | $1.2k | 134.00 | 8.70 | |
| Medical Properties Trust (MPW) | 0.0 | $1.0k | 166.00 | 6.03 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $970.000000 | 2.00 | 485.00 | |
| Amprius Technologies Common Stock (AMPX) | 0.0 | $938.000000 | 350.00 | 2.68 | |
| Valero Energy Corporation (VLO) | 0.0 | $924.000000 | 7.00 | 132.00 | |
| Etf Opportunities Trust T Rex 2x Inverse (TSLZ) | 0.0 | $840.000000 | 200.00 | 4.20 | |
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $748.995000 | 150.00 | 4.99 | |
| Concentrix Corp (CNXC) | 0.0 | $668.000400 | 12.00 | 55.67 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $663.000000 | 1.00 | 663.00 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $657.000000 | 5.00 | 131.40 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $642.000000 | 10.00 | 64.20 | |
| Tyler Technologies (TYL) | 0.0 | $581.000000 | 1.00 | 581.00 | |
| Vectrus (VVX) | 0.0 | $539.999900 | 11.00 | 49.09 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $463.000000 | 2.00 | 231.50 | |
| Cloudflare Cl A Com (NET) | 0.0 | $451.000000 | 4.00 | 112.75 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $438.000000 | 8.00 | 54.75 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $434.000400 | 12.00 | 36.17 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $420.000000 | 1.00 | 420.00 | |
| Wabtec Corporation (WAB) | 0.0 | $363.000000 | 2.00 | 181.50 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $345.000000 | 2.00 | 172.50 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $299.000100 | 3.00 | 99.67 | |
| Aurora Cannabis (ACB) | 0.0 | $289.997400 | 66.00 | 4.39 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $226.000000 | 4.00 | 56.50 | |
| Whitehorse Finance (WHF) | 0.0 | $145.000500 | 15.00 | 9.67 | |
| Paramount Global Class B Com (PARA) | 0.0 | $144.000000 | 12.00 | 12.00 | |
| Riot Blockchain (RIOT) | 0.0 | $142.000000 | 20.00 | 7.10 | |
| Enhabit Ord (EHAB) | 0.0 | $141.000000 | 16.00 | 8.81 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $100.000000 | 8.00 | 12.50 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $91.000000 | 13.00 | 7.00 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $91.000000 | 100.00 | 0.91 | |
| Snap Cl A (SNAP) | 0.0 | $87.000000 | 10.00 | 8.70 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $83.000100 | 3.00 | 27.67 | |
| Penn National Gaming (PENN) | 0.0 | $82.000000 | 5.00 | 16.40 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $76.999800 | 6.00 | 12.83 | |
| iRobot Corporation (IRBT) | 0.0 | $68.000000 | 25.00 | 2.72 | |
| Camping World Hldgs Cl A (CWH) | 0.0 | $65.000000 | 4.00 | 16.25 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $61.000000 | 4.00 | 15.25 | |
| Westport Fuel Systems (WPRT) | 0.0 | $55.999500 | 15.00 | 3.73 | |
| Klx Energy Servics Holdngs I Com New (KLXE) | 0.0 | $7.000000 | 2.00 | 3.50 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $0 | 0 | 0.00 |