Delta Asset Management as of Sept. 30, 2025
Portfolio Holdings for Delta Asset Management
Delta Asset Management holds 612 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.7 | $220M | 425k | 517.95 | |
| Goldman Sachs (GS) | 5.4 | $63M | 80k | 796.35 | |
| S&p Global (SPGI) | 5.2 | $61M | 125k | 486.71 | |
| Lowe's Companies (LOW) | 5.0 | $58M | 233k | 251.31 | |
| Eaton Corp SHS (ETN) | 4.5 | $53M | 141k | 374.25 | |
| Wal-Mart Stores (WMT) | 4.3 | $51M | 495k | 103.06 | |
| Honeywell International (HON) | 3.7 | $43M | 205k | 210.50 | |
| Procter & Gamble Company (PG) | 3.0 | $36M | 231k | 153.65 | |
| Wells Fargo & Company (WFC) | 3.0 | $35M | 416k | 83.82 | |
| SYSCO Corporation (SYY) | 2.8 | $33M | 396k | 82.34 | |
| Bank of New York Mellon Corporation (BK) | 2.7 | $32M | 290k | 108.96 | |
| Walt Disney Company (DIS) | 2.6 | $31M | 269k | 114.50 | |
| Carrier Global Corporation (CARR) | 2.5 | $29M | 490k | 59.70 | |
| Caterpillar (CAT) | 2.3 | $27M | 57k | 477.15 | |
| Enbridge (ENB) | 1.9 | $23M | 454k | 50.46 | |
| Becton, Dickinson and (BDX) | 1.9 | $23M | 120k | 187.17 | |
| Ecolab (ECL) | 1.8 | $22M | 79k | 273.86 | |
| Raytheon Technologies Corp (RTX) | 1.7 | $20M | 119k | 167.33 | |
| Comcast Corp Cl A (CMCSA) | 1.5 | $18M | 556k | 31.42 | |
| Avery Dennison Corporation (AVY) | 1.5 | $17M | 107k | 162.17 | |
| United Parcel Service CL B (UPS) | 1.3 | $16M | 187k | 83.53 | |
| Stanley Black & Decker (SWK) | 1.3 | $15M | 201k | 74.33 | |
| Emerson Electric (EMR) | 1.2 | $15M | 112k | 131.18 | |
| Truist Financial Corp equities (TFC) | 1.2 | $14M | 316k | 45.72 | |
| Apple (AAPL) | 1.1 | $13M | 49k | 254.63 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $9.4M | 38k | 246.60 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $9.4M | 177k | 53.03 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $9.0M | 26k | 352.75 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $8.1M | 72k | 112.75 | |
| Johnson & Johnson (JNJ) | 0.7 | $7.8M | 42k | 185.42 | |
| Abbvie (ABBV) | 0.6 | $7.6M | 33k | 231.54 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $6.4M | 70k | 91.43 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.5 | $5.6M | 186k | 30.29 | |
| NVIDIA Corporation (NVDA) | 0.4 | $5.2M | 28k | 186.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.1M | 10k | 502.74 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.4M | 14k | 315.42 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.3M | 57k | 74.37 | |
| Home Depot (HD) | 0.4 | $4.1M | 10k | 405.17 | |
| Abbott Laboratories (ABT) | 0.3 | $4.0M | 30k | 133.94 | |
| Intel Corporation (INTC) | 0.3 | $3.8M | 114k | 33.55 | |
| Old Republic International Corporation (ORI) | 0.3 | $3.7M | 87k | 42.47 | |
| At&t (T) | 0.3 | $3.6M | 128k | 28.24 | |
| Bristol Myers Squibb (BMY) | 0.3 | $3.4M | 75k | 45.10 | |
| Verizon Communications (VZ) | 0.3 | $3.3M | 74k | 43.95 | |
| Corecivic (CXW) | 0.2 | $2.9M | 143k | 20.35 | |
| Amazon (AMZN) | 0.2 | $2.9M | 13k | 219.57 | |
| Cracker Barrel Old Country Store (CBRL) | 0.2 | $2.8M | 63k | 44.06 | |
| Pfizer (PFE) | 0.2 | $2.7M | 105k | 25.48 | |
| First Horizon National Corporation (FHN) | 0.2 | $2.4M | 108k | 22.61 | |
| Waste Management (WM) | 0.2 | $2.4M | 11k | 220.83 | |
| Meta Platforms Cl A (META) | 0.2 | $2.3M | 3.2k | 734.44 | |
| McDonald's Corporation (MCD) | 0.2 | $2.1M | 7.0k | 303.87 | |
| Nov (NOV) | 0.2 | $2.1M | 158k | 13.25 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.1M | 3.1k | 666.18 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | 2.1k | 925.63 | |
| Baxter International (BAX) | 0.2 | $1.9M | 84k | 22.77 | |
| FedEx Corporation (FDX) | 0.1 | $1.8M | 7.5k | 235.81 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.8M | 11k | 158.96 | |
| Mid-America Apartment (MAA) | 0.1 | $1.7M | 13k | 139.73 | |
| Chevron Corporation (CVX) | 0.1 | $1.7M | 11k | 155.30 | |
| AutoZone (AZO) | 0.1 | $1.6M | 383.00 | 4290.24 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.6M | 5.4k | 300.82 | |
| Visa Com Cl A (V) | 0.1 | $1.6M | 4.7k | 341.38 | |
| Pepsi (PEP) | 0.1 | $1.5M | 11k | 140.44 | |
| Oracle Corporation (ORCL) | 0.1 | $1.5M | 5.3k | 281.24 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.5M | 6.2k | 243.12 | |
| Consolidated Edison (ED) | 0.1 | $1.4M | 14k | 100.52 | |
| International Business Machines (IBM) | 0.1 | $1.4M | 5.1k | 282.16 | |
| Southern Company (SO) | 0.1 | $1.3M | 14k | 94.77 | |
| Coca-Cola Company (KO) | 0.1 | $1.3M | 20k | 66.32 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $1.2M | 35k | 34.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | 5.0k | 243.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | 1.6k | 669.30 | |
| Merck & Co (MRK) | 0.1 | $1.1M | 13k | 83.93 | |
| Cisco Systems (CSCO) | 0.1 | $1.0M | 15k | 68.42 | |
| Philip Morris International (PM) | 0.1 | $1.0M | 6.2k | 162.20 | |
| Marriott Intl Cl A (MAR) | 0.1 | $906k | 3.5k | 260.44 | |
| Bank of America Corporation (BAC) | 0.1 | $845k | 16k | 51.59 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $830k | 2.5k | 328.17 | |
| Ge Vernova (GEV) | 0.1 | $825k | 1.3k | 614.90 | |
| Altria (MO) | 0.1 | $786k | 12k | 66.06 | |
| Dupont De Nemours (DD) | 0.1 | $786k | 10k | 77.90 | |
| Citigroup Com New (C) | 0.1 | $767k | 7.6k | 101.49 | |
| Dow (DOW) | 0.1 | $720k | 31k | 22.93 | |
| Fastenal Company (FAST) | 0.1 | $706k | 14k | 49.04 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $658k | 942.00 | 698.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $654k | 11k | 62.47 | |
| Corteva (CTVA) | 0.1 | $597k | 8.8k | 67.63 | |
| Ubiquiti (UI) | 0.1 | $596k | 902.00 | 660.38 | |
| Valmont Industries (VMI) | 0.1 | $590k | 1.5k | 387.73 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $578k | 944.00 | 612.45 | |
| Colgate-Palmolive Company (CL) | 0.0 | $551k | 6.9k | 79.94 | |
| Norfolk Southern (NSC) | 0.0 | $546k | 1.8k | 300.40 | |
| Prologis (PLD) | 0.0 | $536k | 4.7k | 114.52 | |
| Automatic Data Processing (ADP) | 0.0 | $530k | 1.8k | 293.50 | |
| PNC Financial Services (PNC) | 0.0 | $521k | 2.6k | 200.93 | |
| Enterprise Products Partners (EPD) | 0.0 | $513k | 16k | 31.27 | |
| American Express Company (AXP) | 0.0 | $511k | 1.5k | 332.16 | |
| Deere & Company (DE) | 0.0 | $507k | 1.1k | 457.26 | |
| Eli Lilly & Co. (LLY) | 0.0 | $504k | 661.00 | 763.07 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $488k | 3.5k | 138.52 | |
| Regions Financial Corporation (RF) | 0.0 | $476k | 18k | 26.37 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $472k | 15k | 31.91 | |
| Ufp Industries (UFPI) | 0.0 | $445k | 4.8k | 93.49 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $433k | 7.2k | 60.08 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $426k | 709.00 | 600.37 | |
| Zoetis Cl A (ZTS) | 0.0 | $425k | 2.9k | 146.32 | |
| Union Pacific Corporation (UNP) | 0.0 | $389k | 1.6k | 236.37 | |
| Netflix (NFLX) | 0.0 | $384k | 320.00 | 1198.92 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $378k | 15k | 24.79 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $372k | 16k | 23.12 | |
| Travelers Companies (TRV) | 0.0 | $360k | 1.3k | 279.22 | |
| AFLAC Incorporated (AFL) | 0.0 | $357k | 3.2k | 111.71 | |
| First American Financial (FAF) | 0.0 | $355k | 5.5k | 64.24 | |
| Allstate Corporation (ALL) | 0.0 | $354k | 1.6k | 214.65 | |
| American Electric Power Company (AEP) | 0.0 | $351k | 3.1k | 112.51 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $347k | 950.00 | 365.48 | |
| Kraft Heinz (KHC) | 0.0 | $339k | 13k | 26.04 | |
| Unum (UNM) | 0.0 | $336k | 4.3k | 77.78 | |
| Us Bancorp Del Com New (USB) | 0.0 | $326k | 6.8k | 48.33 | |
| Nextera Energy (NEE) | 0.0 | $323k | 4.3k | 75.49 | |
| Qualcomm (QCOM) | 0.0 | $320k | 1.9k | 166.36 | |
| Linde SHS (LIN) | 0.0 | $315k | 663.00 | 475.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $308k | 865.00 | 355.47 | |
| Apollo Global Mgmt (APO) | 0.0 | $307k | 2.3k | 133.27 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $304k | 5.1k | 59.74 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $299k | 598.00 | 499.21 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $294k | 1.6k | 182.42 | |
| Timberland Ban (TSBK) | 0.0 | $293k | 8.8k | 33.28 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $287k | 11k | 27.30 | |
| Xylem (XYL) | 0.0 | $285k | 1.9k | 147.50 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $283k | 3.1k | 91.74 | |
| Toast Cl A (TOST) | 0.0 | $281k | 7.7k | 36.51 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $278k | 3.4k | 82.73 | |
| Amgen (AMGN) | 0.0 | $277k | 983.00 | 282.20 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $277k | 577.00 | 479.41 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $275k | 12k | 22.72 | |
| Hanover Insurance (THG) | 0.0 | $272k | 1.5k | 181.63 | |
| Tractor Supply Company (TSCO) | 0.0 | $240k | 4.2k | 56.87 | |
| Advanced Micro Devices (AMD) | 0.0 | $239k | 1.5k | 161.79 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $232k | 1.2k | 192.74 | |
| Applied Materials (AMAT) | 0.0 | $232k | 1.1k | 204.82 | |
| DTE Energy Company (DTE) | 0.0 | $214k | 1.5k | 141.43 | |
| Constellation Energy (CEG) | 0.0 | $205k | 623.00 | 329.07 | |
| Ida (IDA) | 0.0 | $203k | 1.5k | 132.16 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $203k | 2.0k | 100.25 | |
| Lincoln National Corporation (LNC) | 0.0 | $202k | 5.0k | 40.33 | |
| International Flavors & Fragrances (IFF) | 0.0 | $200k | 3.3k | 61.54 | |
| Danaher Corporation (DHR) | 0.0 | $196k | 986.00 | 198.26 | |
| Tesla Motors (TSLA) | 0.0 | $194k | 436.00 | 444.72 | |
| Home BancShares (HOMB) | 0.0 | $191k | 6.8k | 28.30 | |
| Medtronic SHS (MDT) | 0.0 | $189k | 2.0k | 95.24 | |
| Chubb (CB) | 0.0 | $188k | 667.00 | 282.25 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $187k | 1.5k | 124.34 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $182k | 1.1k | 170.86 | |
| Shell Spon Ads (SHEL) | 0.0 | $177k | 2.5k | 71.53 | |
| Renasant (RNST) | 0.0 | $172k | 4.7k | 36.89 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $172k | 11k | 16.01 | |
| Unilever Spon Adr New | 0.0 | $172k | 2.9k | 59.28 | |
| Equifax (EFX) | 0.0 | $170k | 663.00 | 256.53 | |
| Fb Finl (FBK) | 0.0 | $167k | 3.0k | 55.74 | |
| Sanmina (SANM) | 0.0 | $167k | 1.5k | 115.11 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $158k | 3.0k | 52.78 | |
| Intuit (INTU) | 0.0 | $156k | 228.00 | 682.91 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $152k | 8.4k | 18.03 | |
| CoStar (CSGP) | 0.0 | $149k | 1.8k | 84.37 | |
| Hldgs (UAL) | 0.0 | $145k | 1.5k | 96.50 | |
| McKesson Corporation (MCK) | 0.0 | $142k | 184.00 | 771.74 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $142k | 1.5k | 95.14 | |
| Smucker J M Com New (SJM) | 0.0 | $139k | 1.3k | 108.60 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $137k | 2.0k | 66.91 | |
| Kinder Morgan (KMI) | 0.0 | $136k | 4.8k | 28.31 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $135k | 1.8k | 75.10 | |
| Itt (ITT) | 0.0 | $134k | 750.00 | 178.76 | |
| Hartford Financial Services (HIG) | 0.0 | $133k | 1.0k | 133.39 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $130k | 1.5k | 89.34 | |
| Dominion Resources (D) | 0.0 | $130k | 2.1k | 61.17 | |
| FactSet Research Systems (FDS) | 0.0 | $129k | 450.00 | 286.49 | |
| Core Scientific *w Exp 01/23/202 (CORZZ) | 0.0 | $128k | 7.1k | 17.94 | |
| Kkr & Co (KKR) | 0.0 | $128k | 981.00 | 129.93 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $127k | 2.2k | 56.95 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $125k | 1.5k | 84.83 | |
| Blackrock (BLK) | 0.0 | $125k | 107.00 | 1165.87 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $124k | 3.8k | 32.89 | |
| Paychex (PAYX) | 0.0 | $123k | 968.00 | 126.76 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $122k | 5.8k | 21.00 | |
| Anthem (ELV) | 0.0 | $120k | 370.00 | 323.12 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $119k | 386.00 | 307.86 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $118k | 193.00 | 609.32 | |
| Uber Technologies (UBER) | 0.0 | $118k | 1.2k | 97.97 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $116k | 13k | 8.90 | |
| Cummins (CMI) | 0.0 | $108k | 255.00 | 422.37 | |
| Intapp (INTA) | 0.0 | $106k | 2.6k | 40.90 | |
| Broadcom (AVGO) | 0.0 | $106k | 320.00 | 329.91 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $105k | 9.0k | 11.69 | |
| Sherwin-Williams Company (SHW) | 0.0 | $105k | 302.00 | 346.26 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $104k | 1.4k | 72.26 | |
| Raymond James Financial (RJF) | 0.0 | $104k | 600.00 | 172.60 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $103k | 770.00 | 133.90 | |
| Yum! Brands (YUM) | 0.0 | $102k | 670.00 | 152.00 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $101k | 728.00 | 139.17 | |
| BP Sponsored Adr (BP) | 0.0 | $100k | 2.9k | 34.46 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $100k | 821.00 | 121.42 | |
| Core Scientific *w Exp 01/23/202 (CORZW) | 0.0 | $99k | 8.5k | 11.63 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $99k | 5.1k | 19.29 | |
| Exelon Corporation (EXC) | 0.0 | $97k | 2.2k | 45.01 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $97k | 1.7k | 55.75 | |
| Entergy Corporation (ETR) | 0.0 | $94k | 1.0k | 93.19 | |
| Sterling Construction Company (STRL) | 0.0 | $92k | 270.00 | 339.68 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $92k | 653.00 | 140.05 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $90k | 636.00 | 140.95 | |
| Corning Incorporated (GLW) | 0.0 | $89k | 1.1k | 82.00 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $87k | 950.00 | 91.75 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $86k | 764.00 | 113.06 | |
| Ares Capital Corporation (ARCC) | 0.0 | $86k | 4.2k | 20.41 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $84k | 1.1k | 76.43 | |
| TJX Companies (TJX) | 0.0 | $82k | 566.00 | 144.54 | |
| Capital One Financial (COF) | 0.0 | $79k | 370.00 | 212.58 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $79k | 900.00 | 87.31 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $79k | 1.6k | 49.08 | |
| Illinois Tool Works (ITW) | 0.0 | $78k | 300.00 | 260.76 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $78k | 277.00 | 281.41 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $78k | 1.2k | 64.73 | |
| Northern Trust Corporation (NTRS) | 0.0 | $76k | 565.00 | 134.60 | |
| Brinker International (EAT) | 0.0 | $76k | 600.00 | 126.68 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $76k | 901.00 | 84.11 | |
| Booking Holdings (BKNG) | 0.0 | $76k | 14.00 | 5399.29 | |
| Williams Companies (WMB) | 0.0 | $74k | 1.2k | 63.35 | |
| Kroger (KR) | 0.0 | $73k | 1.1k | 67.43 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $72k | 625.00 | 115.01 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $72k | 153.00 | 468.41 | |
| GSK Sponsored Adr (GSK) | 0.0 | $72k | 1.7k | 43.16 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $71k | 670.00 | 106.49 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $68k | 1.5k | 45.47 | |
| UnitedHealth (UNH) | 0.0 | $68k | 197.00 | 345.22 | |
| CenterPoint Energy (CNP) | 0.0 | $68k | 1.8k | 38.80 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $68k | 756.00 | 89.66 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $67k | 346.00 | 194.50 | |
| Horizon Ban (HBNC) | 0.0 | $66k | 4.1k | 16.01 | |
| 3M Company (MMM) | 0.0 | $65k | 416.00 | 155.18 | |
| Simon Property (SPG) | 0.0 | $64k | 340.00 | 187.67 | |
| Citizens Financial (CFG) | 0.0 | $64k | 1.2k | 53.16 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $64k | 665.00 | 95.54 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $63k | 167.00 | 378.94 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $63k | 628.00 | 100.70 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $63k | 1.5k | 41.59 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $62k | 329.00 | 189.70 | |
| CVS Caremark Corporation (CVS) | 0.0 | $62k | 820.00 | 75.44 | |
| Peak (DOC) | 0.0 | $61k | 3.2k | 19.15 | |
| Expeditors International of Washington (EXPD) | 0.0 | $61k | 500.00 | 122.59 | |
| Hershey Company (HSY) | 0.0 | $61k | 325.00 | 187.05 | |
| Utz Brands Com Cl A (UTZ) | 0.0 | $61k | 5.0k | 12.15 | |
| Nike CL B (NKE) | 0.0 | $61k | 871.00 | 69.73 | |
| Core Scientific (CORZ) | 0.0 | $61k | 3.4k | 17.94 | |
| Target Corporation (TGT) | 0.0 | $60k | 673.00 | 89.70 | |
| Freshworks Class A Com (FRSH) | 0.0 | $60k | 5.1k | 11.77 | |
| Monolithic Power Systems (MPWR) | 0.0 | $60k | 65.00 | 920.65 | |
| Genuine Parts Company (GPC) | 0.0 | $60k | 429.00 | 138.60 | |
| Palo Alto Networks (PANW) | 0.0 | $60k | 292.00 | 203.62 | |
| Fortune Brands (FBIN) | 0.0 | $57k | 1.1k | 53.39 | |
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $57k | 1.0k | 56.80 | |
| MetLife (MET) | 0.0 | $57k | 687.00 | 82.37 | |
| Garmin SHS (GRMN) | 0.0 | $56k | 229.00 | 246.22 | |
| Cardinal Health (CAH) | 0.0 | $55k | 350.00 | 156.96 | |
| Ameriprise Financial (AMP) | 0.0 | $55k | 111.00 | 491.25 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $54k | 739.00 | 73.48 | |
| Sentinelone Cl A (S) | 0.0 | $54k | 3.1k | 17.61 | |
| Cigna Corp (CI) | 0.0 | $54k | 187.00 | 288.25 | |
| Markel Corporation (MKL) | 0.0 | $54k | 28.00 | 1911.36 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $53k | 170.00 | 309.74 | |
| ConocoPhillips (COP) | 0.0 | $52k | 554.00 | 94.59 | |
| salesforce (CRM) | 0.0 | $51k | 217.00 | 237.00 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $51k | 413.00 | 123.75 | |
| Murphy Usa (MUSA) | 0.0 | $49k | 127.00 | 388.26 | |
| Public Storage (PSA) | 0.0 | $49k | 168.00 | 288.85 | |
| L3harris Technologies (LHX) | 0.0 | $48k | 158.00 | 305.41 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $48k | 223.00 | 215.79 | |
| Cme (CME) | 0.0 | $47k | 175.00 | 270.19 | |
| Evergy (EVRG) | 0.0 | $46k | 605.00 | 76.02 | |
| FirstEnergy (FE) | 0.0 | $46k | 999.00 | 45.82 | |
| Mattel (MAT) | 0.0 | $44k | 2.6k | 16.83 | |
| Church & Dwight (CHD) | 0.0 | $44k | 500.00 | 87.63 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $43k | 665.00 | 65.26 | |
| Loews Corporation (L) | 0.0 | $43k | 431.00 | 100.39 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $43k | 76.00 | 568.82 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $43k | 183.00 | 236.06 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $43k | 480.00 | 89.77 | |
| NiSource (NI) | 0.0 | $43k | 995.00 | 43.30 | |
| Trane Technologies SHS (TT) | 0.0 | $43k | 102.00 | 421.96 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $43k | 624.00 | 68.58 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $43k | 2.3k | 18.91 | |
| Zimmer Holdings (ZBH) | 0.0 | $42k | 430.00 | 98.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $42k | 175.00 | 241.96 | |
| EastGroup Properties (EGP) | 0.0 | $42k | 250.00 | 169.35 | |
| Rbc Cad (RY) | 0.0 | $42k | 285.00 | 147.32 | |
| Trustmark Corporation (TRMK) | 0.0 | $42k | 1.1k | 39.60 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $42k | 150.00 | 279.29 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $41k | 480.00 | 86.31 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $41k | 408.00 | 101.31 | |
| Suncor Energy (SU) | 0.0 | $41k | 981.00 | 41.81 | |
| American Tower Reit (AMT) | 0.0 | $41k | 212.00 | 192.32 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $40k | 367.00 | 109.95 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $40k | 500.00 | 80.21 | |
| HealthStream (HSTM) | 0.0 | $40k | 1.4k | 28.24 | |
| Hp (HPQ) | 0.0 | $39k | 1.4k | 27.23 | |
| Boeing Company (BA) | 0.0 | $39k | 179.00 | 215.84 | |
| Canadian Natural Resources (CNQ) | 0.0 | $38k | 1.2k | 31.96 | |
| Metropcs Communications (TMUS) | 0.0 | $37k | 156.00 | 239.70 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $37k | 77.00 | 485.03 | |
| Procore Technologies (PCOR) | 0.0 | $37k | 500.00 | 72.92 | |
| Southwest Airlines (LUV) | 0.0 | $36k | 1.1k | 31.91 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $36k | 1.5k | 23.27 | |
| Paypal Holdings (PYPL) | 0.0 | $36k | 533.00 | 67.06 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $36k | 1.4k | 26.34 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $35k | 400.00 | 88.12 | |
| Fidelity National Information Services (FIS) | 0.0 | $35k | 525.00 | 65.94 | |
| Atmos Energy Corporation (ATO) | 0.0 | $34k | 199.00 | 170.75 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $34k | 316.00 | 106.61 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $34k | 300.00 | 111.84 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $33k | 320.00 | 104.45 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $33k | 160.00 | 203.59 | |
| Ford Motor Company (F) | 0.0 | $32k | 2.7k | 11.96 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $32k | 1.2k | 26.62 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $32k | 19.00 | 1671.53 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $32k | 498.00 | 63.54 | |
| Cbre Group Cl A (CBRE) | 0.0 | $32k | 200.00 | 157.56 | |
| AmerisourceBergen (COR) | 0.0 | $31k | 100.00 | 312.53 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $31k | 263.00 | 118.37 | |
| Zscaler Incorporated (ZS) | 0.0 | $31k | 103.00 | 299.66 | |
| Newmont Mining Corporation (NEM) | 0.0 | $31k | 366.00 | 84.31 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $31k | 650.00 | 47.20 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $30k | 143.00 | 208.71 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $30k | 500.00 | 59.61 | |
| First Majestic Silver Corp (AG) | 0.0 | $30k | 2.4k | 12.29 | |
| Bk Nova Cad (BNS) | 0.0 | $29k | 450.00 | 64.65 | |
| Liberty Media Corp Del Com Lbty Liv S C | 0.0 | $29k | 300.00 | 96.97 | |
| Clorox Company (CLX) | 0.0 | $29k | 234.00 | 123.30 | |
| PPG Industries (PPG) | 0.0 | $28k | 270.00 | 105.01 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $28k | 200.00 | 141.49 | |
| EOG Resources (EOG) | 0.0 | $28k | 250.00 | 112.12 | |
| American Intl Group Com New (AIG) | 0.0 | $27k | 347.00 | 78.45 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $27k | 750.00 | 36.29 | |
| Acuity Brands (AYI) | 0.0 | $27k | 78.00 | 344.38 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $26k | 246.00 | 107.25 | |
| Cintas Corporation (CTAS) | 0.0 | $26k | 128.00 | 205.26 | |
| DNP Select Income Fund (DNP) | 0.0 | $26k | 2.6k | 10.01 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $26k | 1.8k | 14.44 | |
| Devon Energy Corporation (DVN) | 0.0 | $26k | 732.00 | 35.06 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $26k | 180.00 | 142.41 | |
| Yum China Holdings (YUMC) | 0.0 | $25k | 575.00 | 42.92 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $24k | 300.00 | 81.19 | |
| O'reilly Automotive (ORLY) | 0.0 | $24k | 225.00 | 107.81 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $24k | 1.4k | 17.16 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $24k | 650.00 | 36.69 | |
| MasTec (MTZ) | 0.0 | $24k | 112.00 | 212.81 | |
| Cheniere Energy Com New (LNG) | 0.0 | $24k | 100.00 | 234.98 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $24k | 107.00 | 219.53 | |
| Marvell Technology (MRVL) | 0.0 | $23k | 275.00 | 84.07 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $23k | 1.0k | 22.92 | |
| Avista Corporation (AVA) | 0.0 | $23k | 600.00 | 37.81 | |
| Fifth Third Ban (FITB) | 0.0 | $23k | 506.00 | 44.55 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $23k | 530.00 | 42.37 | |
| Essential Utils (WTRG) | 0.0 | $22k | 560.00 | 39.90 | |
| Rockwell Automation (ROK) | 0.0 | $22k | 63.00 | 349.52 | |
| Farmland Partners (FPI) | 0.0 | $22k | 2.0k | 10.88 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $22k | 425.00 | 51.08 | |
| AGCO Corporation (AGCO) | 0.0 | $22k | 202.00 | 107.07 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $21k | 200.00 | 106.78 | |
| Eversource Energy (ES) | 0.0 | $21k | 300.00 | 71.14 | |
| Snowflake Com Shs (SNOW) | 0.0 | $21k | 94.00 | 225.55 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $21k | 168.00 | 125.95 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $21k | 100.00 | 209.26 | |
| Micron Technology (MU) | 0.0 | $21k | 125.00 | 167.32 | |
| Steel Dynamics (STLD) | 0.0 | $21k | 150.00 | 139.43 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $21k | 483.00 | 43.30 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $21k | 430.00 | 47.58 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $20k | 172.00 | 118.83 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $20k | 810.00 | 24.40 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $20k | 732.00 | 26.95 | |
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $19k | 475.00 | 40.16 | |
| International Paper Company (IP) | 0.0 | $19k | 411.00 | 46.40 | |
| W.W. Grainger (GWW) | 0.0 | $19k | 20.00 | 952.95 | |
| York Water Company (YORW) | 0.0 | $19k | 613.00 | 30.42 | |
| Expedia Group Com New (EXPE) | 0.0 | $19k | 87.00 | 213.75 | |
| Northfield Bancorp (NFBK) | 0.0 | $18k | 1.5k | 11.80 | |
| Servicenow (NOW) | 0.0 | $18k | 19.00 | 920.26 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $17k | 417.00 | 41.12 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $17k | 421.00 | 39.69 | |
| Liveramp Holdings (RAMP) | 0.0 | $16k | 600.00 | 27.14 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $16k | 112.00 | 144.37 | |
| Digital Realty Trust (DLR) | 0.0 | $16k | 92.00 | 172.88 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $16k | 190.00 | 82.96 | |
| M&T Bank Corporation (MTB) | 0.0 | $16k | 79.00 | 197.62 | |
| Owens Corning (OC) | 0.0 | $16k | 110.00 | 141.46 | |
| Schlumberger Com Stk (SLB) | 0.0 | $16k | 452.00 | 34.38 | |
| General Mills (GIS) | 0.0 | $15k | 300.00 | 50.42 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $15k | 352.00 | 42.96 | |
| Vulcan Materials Company (VMC) | 0.0 | $15k | 49.00 | 307.61 | |
| Greenbrier Companies (GBX) | 0.0 | $15k | 326.00 | 46.17 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $15k | 191.00 | 78.37 | |
| Starbucks Corporation (SBUX) | 0.0 | $15k | 174.00 | 84.60 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $15k | 80.00 | 183.72 | |
| Nucor Corporation (NUE) | 0.0 | $14k | 106.00 | 135.43 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $14k | 195.00 | 72.77 | |
| Liberty Media Corp Del Com Lbty Liv S A | 0.0 | $14k | 150.00 | 94.30 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $14k | 59.00 | 239.64 | |
| Biogen Idec (BIIB) | 0.0 | $14k | 100.00 | 140.08 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $14k | 175.00 | 79.93 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $14k | 130.00 | 107.44 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $14k | 98.00 | 142.10 | |
| Kimco Realty Corporation (KIM) | 0.0 | $14k | 633.00 | 21.85 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $14k | 144.00 | 95.22 | |
| First Industrial Realty Trust (FR) | 0.0 | $14k | 266.00 | 51.47 | |
| PPL Corporation (PPL) | 0.0 | $14k | 368.00 | 37.16 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $14k | 100.00 | 134.69 | |
| Lululemon Athletica (LULU) | 0.0 | $13k | 75.00 | 177.93 | |
| Martin Marietta Materials (MLM) | 0.0 | $13k | 21.00 | 630.29 | |
| American Water Works (AWK) | 0.0 | $13k | 94.00 | 139.19 | |
| Stryker Corporation (SYK) | 0.0 | $13k | 35.00 | 369.66 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $13k | 598.00 | 21.56 | |
| ConAgra Foods (CAG) | 0.0 | $13k | 700.00 | 18.31 | |
| Affiliated Managers (AMG) | 0.0 | $13k | 53.00 | 238.43 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $12k | 1.0k | 12.15 | |
| Cenovus Energy (CVE) | 0.0 | $12k | 709.00 | 16.99 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $12k | 310.00 | 38.22 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $12k | 128.00 | 91.38 | |
| Fiserv (FI) | 0.0 | $12k | 90.00 | 128.93 | |
| Tilray | 0.0 | $12k | 6.7k | 1.73 | |
| Murphy Oil Corporation (MUR) | 0.0 | $11k | 400.00 | 28.41 | |
| Potlatch Corporation | 0.0 | $11k | 275.00 | 40.75 | |
| Globe Life (GL) | 0.0 | $11k | 78.00 | 142.97 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $11k | 279.00 | 39.22 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $11k | 200.00 | 54.18 | |
| Lamb Weston Hldgs (LW) | 0.0 | $11k | 183.00 | 58.08 | |
| Air Products & Chemicals (APD) | 0.0 | $10k | 38.00 | 272.71 | |
| Dover Corporation (DOV) | 0.0 | $10k | 60.00 | 168.02 | |
| Commercial Metals Company (CMC) | 0.0 | $10k | 175.00 | 57.28 | |
| Gilead Sciences (GILD) | 0.0 | $10k | 90.00 | 111.00 | |
| Starwood Property Trust (STWD) | 0.0 | $9.7k | 500.00 | 19.37 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $9.7k | 823.00 | 11.75 | |
| Strategy Cl A New (MSTR) | 0.0 | $9.7k | 30.00 | 322.20 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $9.7k | 774.00 | 12.47 | |
| Dell Technologies CL C (DELL) | 0.0 | $9.6k | 68.00 | 141.76 | |
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.0 | $9.6k | 376.00 | 25.60 | |
| Bank Ozk (OZK) | 0.0 | $9.5k | 186.00 | 50.98 | |
| Aramark Hldgs (ARMK) | 0.0 | $9.4k | 245.00 | 38.40 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $9.2k | 375.00 | 24.56 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $9.1k | 36.00 | 254.08 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $9.1k | 144.00 | 63.33 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $9.1k | 104.00 | 87.21 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $9.0k | 57.00 | 158.11 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $8.9k | 122.00 | 73.00 | |
| Whitestone REIT (WSR) | 0.0 | $8.9k | 725.00 | 12.28 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $8.8k | 155.00 | 56.94 | |
| Regency Centers Corporation (REG) | 0.0 | $8.5k | 117.00 | 72.90 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $8.4k | 140.00 | 59.92 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $8.4k | 943.00 | 8.89 | |
| Encompass Health Corp (EHC) | 0.0 | $8.4k | 66.00 | 127.02 | |
| Omni (OMC) | 0.0 | $8.2k | 100.00 | 81.53 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $8.1k | 151.00 | 53.80 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $8.1k | 200.00 | 40.46 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $8.0k | 289.00 | 27.78 | |
| Western Union Company (WU) | 0.0 | $8.0k | 1.0k | 7.99 | |
| Tidal Trust I Sound Enhanced (FXED) | 0.0 | $7.9k | 430.00 | 18.46 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $7.9k | 200.00 | 39.62 | |
| Dropbox Cl A (DBX) | 0.0 | $7.6k | 250.00 | 30.21 | |
| Albemarle Corporation (ALB) | 0.0 | $7.5k | 93.00 | 81.08 | |
| Dollar General (DG) | 0.0 | $7.2k | 70.00 | 103.36 | |
| Omega Healthcare Investors (OHI) | 0.0 | $7.2k | 171.00 | 42.22 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $7.1k | 270.00 | 26.30 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $7.1k | 50.00 | 141.50 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $7.0k | 204.00 | 34.27 | |
| Rocket Lab Corp (RKLB) | 0.0 | $6.7k | 140.00 | 47.91 | |
| Host Hotels & Resorts (HST) | 0.0 | $6.5k | 380.00 | 17.02 | |
| Smurfit Westrock SHS (SW) | 0.0 | $6.4k | 150.00 | 42.57 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $6.4k | 296.00 | 21.57 | |
| Msci (MSCI) | 0.0 | $6.2k | 11.00 | 567.45 | |
| Pool Corporation (POOL) | 0.0 | $6.2k | 20.00 | 310.05 | |
| Steris Shs Usd (STE) | 0.0 | $6.2k | 25.00 | 247.44 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $6.1k | 468.00 | 12.98 | |
| Oneok (OKE) | 0.0 | $6.1k | 83.00 | 72.98 | |
| Allegion Ord Shs (ALLE) | 0.0 | $6.0k | 34.00 | 177.35 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $6.0k | 18.00 | 332.83 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $5.7k | 42.00 | 136.86 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $5.7k | 250.00 | 22.86 | |
| Iqvia Holdings (IQV) | 0.0 | $5.7k | 30.00 | 189.93 | |
| Universal Corporation (UVV) | 0.0 | $5.6k | 100.00 | 55.87 | |
| Cohu (COHU) | 0.0 | $5.5k | 272.00 | 20.33 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $5.5k | 147.00 | 37.11 | |
| Ingersoll Rand (IR) | 0.0 | $5.4k | 65.00 | 82.62 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $5.4k | 30.00 | 178.73 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $5.2k | 188.00 | 27.90 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $5.2k | 204.00 | 25.65 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $5.0k | 162.00 | 31.16 | |
| SkyWest (SKYW) | 0.0 | $5.0k | 50.00 | 100.62 | |
| CNO Financial (CNO) | 0.0 | $5.0k | 127.00 | 39.55 | |
| Public Service Enterprise (PEG) | 0.0 | $5.0k | 60.00 | 83.53 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $4.9k | 96.00 | 50.62 | |
| MercadoLibre (MELI) | 0.0 | $4.7k | 2.00 | 2337.00 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $4.5k | 100.00 | 45.25 | |
| Golub Capital BDC (GBDC) | 0.0 | $4.2k | 310.00 | 13.69 | |
| Whirlpool Corporation (WHR) | 0.0 | $4.2k | 54.00 | 78.59 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $4.1k | 361.00 | 11.46 | |
| Unity Software (U) | 0.0 | $4.1k | 103.00 | 40.00 | |
| Henry Schein (HSIC) | 0.0 | $4.1k | 62.00 | 66.37 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $4.1k | 31.00 | 132.39 | |
| Vici Pptys (VICI) | 0.0 | $4.1k | 125.00 | 32.61 | |
| Coty Com Cl A (COTY) | 0.0 | $4.0k | 1.0k | 4.04 | |
| Synovus Finl Corp Com New (SNV) | 0.0 | $4.0k | 82.00 | 49.09 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $4.0k | 325.00 | 12.37 | |
| Totalenergies Se Sponsored Ads | 0.0 | $3.9k | 66.00 | 59.70 | |
| Fidelity National Financial Com Shs (FNF) | 0.0 | $3.9k | 65.00 | 60.49 | |
| Southwest Gas Corporation (SWX) | 0.0 | $3.9k | 50.00 | 78.40 | |
| Pan American Silver Corp Can (PAAS) | 0.0 | $3.9k | 100.00 | 38.73 | |
| Celanese Corporation (CE) | 0.0 | $3.8k | 91.00 | 42.08 | |
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $3.8k | 625.00 | 6.09 | |
| Paycom Software (PAYC) | 0.0 | $3.8k | 18.00 | 209.83 | |
| Janone (ALTS) | 0.0 | $3.8k | 1.4k | 2.69 | |
| Jack Henry & Associates (JKHY) | 0.0 | $3.7k | 25.00 | 148.92 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $3.7k | 150.00 | 24.80 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.7k | 111.00 | 33.37 | |
| Gci Liberty Com Ser C (GLIBK) | 0.0 | $3.7k | 99.00 | 37.27 | |
| Maplebear (CART) | 0.0 | $3.7k | 100.00 | 36.76 | |
| Realty Income (O) | 0.0 | $3.6k | 60.00 | 60.78 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $3.6k | 53.00 | 68.08 | |
| Skyworks Solutions (SWKS) | 0.0 | $3.5k | 45.00 | 76.98 | |
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.0 | $3.4k | 74.00 | 45.57 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.3k | 60.00 | 55.48 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $3.2k | 469.00 | 6.86 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $3.2k | 25.00 | 128.40 | |
| J&J Snack Foods (JJSF) | 0.0 | $3.0k | 31.00 | 96.10 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $2.7k | 193.00 | 14.17 | |
| Cohen & Steers Clsd-End Optuny Fnd (FOF) | 0.0 | $2.6k | 200.00 | 13.04 | |
| Moderna (MRNA) | 0.0 | $2.6k | 100.00 | 25.83 | |
| Globus Med Cl A (GMED) | 0.0 | $2.6k | 45.00 | 57.27 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $2.6k | 40.00 | 64.38 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.6k | 55.00 | 46.62 | |
| IDEX Corporation (IEX) | 0.0 | $2.4k | 15.00 | 162.73 | |
| Capitol Federal Financial (CFFN) | 0.0 | $2.4k | 375.00 | 6.35 | |
| Phillips 66 (PSX) | 0.0 | $2.3k | 17.00 | 136.00 | |
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $2.3k | 25.00 | 92.48 | |
| Kentucky First Federal Ban (KFFB) | 0.0 | $2.3k | 603.00 | 3.82 | |
| D.R. Horton (DHI) | 0.0 | $2.2k | 13.00 | 169.46 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $2.2k | 74.00 | 29.73 | |
| Transocean Registered Shs (RIG) | 0.0 | $2.2k | 700.00 | 3.12 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.2k | 50.00 | 43.10 | |
| Amprius Technologies Common Stock (AMPX) | 0.0 | $2.1k | 200.00 | 10.52 | |
| Humana (HUM) | 0.0 | $2.1k | 8.00 | 260.12 | |
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $2.1k | 108.00 | 19.17 | |
| SYNNEX Corporation (SNX) | 0.0 | $2.0k | 12.00 | 163.75 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $2.0k | 50.00 | 39.20 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $1.9k | 97.00 | 19.43 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $1.9k | 105.00 | 17.77 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.9k | 160.00 | 11.60 | |
| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $1.9k | 56.00 | 33.07 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $1.8k | 124.00 | 14.62 | |
| Sea Sponsord Ads (SE) | 0.0 | $1.8k | 10.00 | 178.70 | |
| Lucid Group Com New (LCID) | 0.0 | $1.8k | 75.00 | 23.79 | |
| Venture Global Com Cl A (VG) | 0.0 | $1.8k | 125.00 | 14.19 | |
| Global Med Reit Com New (GMRE) | 0.0 | $1.8k | 52.00 | 33.71 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $1.8k | 34.00 | 51.53 | |
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $1.7k | 92.00 | 18.28 | |
| Global Net Lease Com New (GNL) | 0.0 | $1.6k | 195.00 | 8.13 | |
| Campbell Soup Company (CPB) | 0.0 | $1.6k | 50.00 | 31.58 | |
| Kohl's Corporation (KSS) | 0.0 | $1.5k | 100.00 | 15.37 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $1.5k | 70.00 | 21.86 | |
| Kosmos Energy (KOS) | 0.0 | $1.5k | 885.00 | 1.66 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.5k | 31.00 | 47.26 | |
| Viatris (VTRS) | 0.0 | $1.5k | 147.00 | 9.89 | |
| PG&E Corporation (PCG) | 0.0 | $1.3k | 86.00 | 15.08 | |
| Cleveland-cliffs (CLF) | 0.0 | $1.2k | 100.00 | 12.20 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.2k | 7.00 | 170.29 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.1k | 61.00 | 18.66 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $1.1k | 221.00 | 4.88 | |
| Gci Liberty Com Ser A (GLIBA) | 0.0 | $1.1k | 28.00 | 37.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $981.000000 | 2.00 | 490.50 | |
| Kenvue (KVUE) | 0.0 | $973.998000 | 60.00 | 16.23 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $968.000000 | 1.00 | 968.00 | |
| Cloudflare Cl A Com (NET) | 0.0 | $858.000000 | 4.00 | 214.50 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $850.000000 | 5.00 | 170.00 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $795.999600 | 18.00 | 44.22 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $784.000000 | 20.00 | 39.20 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $783.000000 | 2.00 | 391.50 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $747.000000 | 1.00 | 747.00 | |
| Organon & Co Common Stock (OGN) | 0.0 | $672.997500 | 63.00 | 10.68 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $596.000000 | 2.00 | 298.00 | |
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $555.000000 | 150.00 | 3.70 | |
| Tyler Technologies (TYL) | 0.0 | $523.000000 | 1.00 | 523.00 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $464.000000 | 1.00 | 464.00 | |
| Wabtec Corporation (WAB) | 0.0 | $401.000000 | 2.00 | 200.50 | |
| Aurora Cannabis (ACB) | 0.0 | $392.997000 | 66.00 | 5.95 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $392.000000 | 8.00 | 49.00 | |
| Riot Blockchain (RIOT) | 0.0 | $381.000000 | 20.00 | 19.05 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $373.000000 | 2.00 | 186.50 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $324.000000 | 3.00 | 108.00 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $254.000000 | 4.00 | 63.50 | |
| Medical Properties Trust (MPT) | 0.0 | $212.998800 | 42.00 | 5.07 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $146.000000 | 100.00 | 1.46 | |
| Etf Opportunities Trust T Rex 2x Inverse | 0.0 | $144.000000 | 200.00 | 0.72 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $117.000000 | 8.00 | 14.62 | |
| Whitehorse Finance (WHF) | 0.0 | $103.999500 | 15.00 | 6.93 | |
| Penn National Gaming (PENN) | 0.0 | $96.000000 | 5.00 | 19.20 | |
| iRobot Corporation | 0.0 | $90.000000 | 25.00 | 3.60 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $77.000100 | 3.00 | 25.67 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $74.999600 | 13.00 | 5.77 | |
| Camping World Hldgs Cl A (CWH) | 0.0 | $63.000000 | 4.00 | 15.75 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $42.000000 | 3.00 | 14.00 | |
| Westport Fuel Systems (WPRT) | 0.0 | $34.000500 | 15.00 | 2.27 | |
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $12.000000 | 4.00 | 3.00 | |
| Cohen & Steers Infrastructur Right 10/16/2025 | 0.0 | $12.000000 | 150.00 | 0.08 | |
| Klx Energy Servics Holdngs I Com New (KLXE) | 0.0 | $4.000000 | 2.00 | 2.00 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $0 | 0 | 0.00 |