Delta Asset Management as of Dec. 31, 2025
Portfolio Holdings for Delta Asset Management
Delta Asset Management holds 601 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.4 | $202M | 418k | 483.62 | |
| Goldman Sachs (GS) | 5.9 | $68M | 78k | 879.00 | |
| S&p Global (SPGI) | 5.6 | $65M | 124k | 522.59 | |
| Lowe's Companies (LOW) | 4.8 | $56M | 231k | 241.16 | |
| Wal-Mart Stores (WMT) | 4.7 | $55M | 492k | 111.41 | |
| Eaton Corp SHS (ETN) | 3.8 | $44M | 139k | 318.51 | |
| Honeywell International (HON) | 3.4 | $40M | 204k | 195.09 | |
| Wells Fargo & Company (WFC) | 3.3 | $38M | 412k | 93.20 | |
| Procter & Gamble Company (PG) | 2.9 | $34M | 234k | 143.31 | |
| Bank of New York Mellon Corporation (BK) | 2.8 | $33M | 285k | 116.09 | |
| Caterpillar (CAT) | 2.7 | $32M | 56k | 572.87 | |
| Walt Disney Company (DIS) | 2.6 | $30M | 263k | 113.77 | |
| SYSCO Corporation (SYY) | 2.5 | $29M | 394k | 73.69 | |
| Carrier Global Corporation (CARR) | 2.2 | $26M | 491k | 52.84 | |
| Becton, Dickinson and (BDX) | 2.0 | $23M | 120k | 194.07 | |
| Raytheon Technologies Corp (RTX) | 1.8 | $22M | 117k | 183.40 | |
| Enbridge (ENB) | 1.8 | $22M | 449k | 47.83 | |
| Ecolab (ECL) | 1.8 | $21M | 78k | 262.52 | |
| Avery Dennison Corporation (AVY) | 1.7 | $19M | 107k | 181.88 | |
| United Parcel Service CL B (UPS) | 1.6 | $18M | 185k | 99.19 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $16M | 527k | 29.89 | |
| Truist Financial Corp equities (TFC) | 1.3 | $15M | 307k | 49.21 | |
| Emerson Electric (EMR) | 1.3 | $15M | 111k | 132.72 | |
| Stanley Black & Decker (SWK) | 1.2 | $14M | 193k | 74.28 | |
| Apple (AAPL) | 1.1 | $13M | 48k | 271.86 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $11M | 39k | 268.30 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $9.8M | 184k | 52.88 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $9.1M | 26k | 349.99 | |
| Johnson & Johnson (JNJ) | 0.7 | $8.7M | 42k | 206.95 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $8.6M | 71k | 120.34 | |
| Abbvie (ABBV) | 0.6 | $7.1M | 31k | 228.49 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $6.1M | 70k | 87.35 | |
| Spdr Series Trust State Street Spd (SPSB) | 0.5 | $5.8M | 191k | 30.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.0M | 10k | 502.65 | |
| NVIDIA Corporation (NVDA) | 0.4 | $4.9M | 26k | 186.50 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.5M | 61k | 74.07 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.4M | 14k | 322.21 | |
| Bristol Myers Squibb (BMY) | 0.4 | $4.1M | 76k | 53.94 | |
| Intel Corporation (INTC) | 0.4 | $4.1M | 111k | 36.90 | |
| Old Republic International Corporation (ORI) | 0.3 | $3.9M | 85k | 45.64 | |
| Abbott Laboratories (ABT) | 0.3 | $3.6M | 29k | 125.29 | |
| Home Depot (HD) | 0.3 | $3.5M | 10k | 344.09 | |
| At&t (T) | 0.3 | $3.2M | 127k | 24.84 | |
| Amazon (AMZN) | 0.3 | $3.0M | 13k | 230.82 | |
| Verizon Communications (VZ) | 0.2 | $2.9M | 71k | 40.73 | |
| Corecivic (CXW) | 0.2 | $2.7M | 143k | 19.11 | |
| First Horizon National Corporation (FHN) | 0.2 | $2.6M | 108k | 23.90 | |
| Pfizer (PFE) | 0.2 | $2.6M | 102k | 24.90 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $2.4M | 50k | 48.58 | |
| Nov (NOV) | 0.2 | $2.4M | 155k | 15.63 | |
| Waste Management (WM) | 0.2 | $2.4M | 11k | 219.71 | |
| FedEx Corporation (FDX) | 0.2 | $2.2M | 7.5k | 288.86 | |
| McDonald's Corporation (MCD) | 0.2 | $2.1M | 7.0k | 305.61 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.1M | 3.1k | 681.92 | |
| Meta Platforms Cl A (META) | 0.2 | $2.1M | 3.2k | 660.15 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.0M | 11k | 177.53 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.9M | 6.2k | 312.98 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | 2.1k | 862.34 | |
| Mid-America Apartment (MAA) | 0.2 | $1.8M | 13k | 138.91 | |
| Visa Com Cl A (V) | 0.1 | $1.7M | 4.7k | 350.71 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.6M | 5.3k | 308.03 | |
| Chevron Corporation (CVX) | 0.1 | $1.6M | 11k | 152.41 | |
| Pepsi (PEP) | 0.1 | $1.6M | 11k | 143.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.5M | 4.8k | 313.80 | |
| International Business Machines (IBM) | 0.1 | $1.5M | 5.0k | 296.21 | |
| Consolidated Edison (ED) | 0.1 | $1.4M | 14k | 99.32 | |
| Coca-Cola Company (KO) | 0.1 | $1.4M | 19k | 69.91 | |
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $1.3M | 52k | 25.40 | |
| AutoZone (AZO) | 0.1 | $1.3M | 383.00 | 3391.50 | |
| Merck & Co (MRK) | 0.1 | $1.3M | 12k | 105.26 | |
| Baxter International (BAX) | 0.1 | $1.3M | 67k | 19.11 | |
| Cisco Systems (CSCO) | 0.1 | $1.2M | 15k | 77.03 | |
| Southern Company (SO) | 0.1 | $1.1M | 13k | 87.20 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | 3.5k | 310.24 | |
| Oracle Corporation (ORCL) | 0.1 | $1.0M | 5.3k | 194.91 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $1.0M | 35k | 28.70 | |
| Philip Morris International (PM) | 0.1 | $989k | 6.2k | 160.40 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $973k | 1.4k | 684.94 | |
| Bank of America Corporation (BAC) | 0.1 | $899k | 16k | 55.00 | |
| Citigroup Com New (C) | 0.1 | $881k | 7.6k | 116.68 | |
| Ge Vernova (GEV) | 0.1 | $876k | 1.3k | 653.57 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $848k | 2.5k | 335.27 | |
| Eli Lilly & Co. (LLY) | 0.1 | $710k | 661.00 | 1074.79 | |
| Altria (MO) | 0.1 | $677k | 12k | 57.66 | |
| Dow (DOW) | 0.1 | $619k | 27k | 23.38 | |
| Valmont Industries (VMI) | 0.1 | $612k | 1.5k | 402.32 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $605k | 964.00 | 627.09 | |
| Prologis (PLD) | 0.1 | $597k | 4.7k | 127.66 | |
| Corteva (CTVA) | 0.1 | $584k | 8.7k | 67.03 | |
| Fastenal Company (FAST) | 0.0 | $578k | 14k | 40.13 | |
| American Express Company (AXP) | 0.0 | $569k | 1.5k | 369.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $551k | 10k | 53.83 | |
| Colgate-Palmolive Company (CL) | 0.0 | $545k | 6.9k | 79.02 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $544k | 937.00 | 580.71 | |
| PNC Financial Services (PNC) | 0.0 | $531k | 2.5k | 208.73 | |
| Enterprise Products Partners (EPD) | 0.0 | $519k | 16k | 32.06 | |
| Norfolk Southern (NSC) | 0.0 | $513k | 1.8k | 288.71 | |
| Ubiquiti (UI) | 0.0 | $500k | 903.00 | 553.37 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $491k | 15k | 32.62 | |
| Regions Financial Corporation (RF) | 0.0 | $489k | 18k | 27.10 | |
| Deere & Company (DE) | 0.0 | $482k | 1.0k | 465.57 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $470k | 765.00 | 614.31 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $448k | 7.2k | 62.15 | |
| Automatic Data Processing (ADP) | 0.0 | $439k | 1.7k | 257.23 | |
| Ufp Industries (UFPI) | 0.0 | $433k | 4.8k | 91.05 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $409k | 5.0k | 81.65 | |
| Union Pacific Corporation (UNP) | 0.0 | $371k | 1.6k | 231.32 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $370k | 16k | 23.02 | |
| Travelers Companies (TRV) | 0.0 | $366k | 1.3k | 290.06 | |
| Us Bancorp Del Com New (USB) | 0.0 | $360k | 6.8k | 53.36 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $359k | 3.6k | 100.89 | |
| American Electric Power Company (AEP) | 0.0 | $357k | 3.1k | 115.32 | |
| AFLAC Incorporated (AFL) | 0.0 | $353k | 3.2k | 110.28 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $345k | 870.00 | 396.31 | |
| Nextera Energy (NEE) | 0.0 | $344k | 4.3k | 80.28 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $344k | 15k | 23.69 | |
| Dupont De Nemours (DD) | 0.0 | $340k | 8.5k | 40.20 | |
| First American Financial (FAF) | 0.0 | $339k | 5.5k | 61.44 | |
| Unum (UNM) | 0.0 | $335k | 4.3k | 77.50 | |
| Apollo Global Mgmt (APO) | 0.0 | $333k | 2.3k | 144.76 | |
| Qualcomm (QCOM) | 0.0 | $328k | 1.9k | 171.05 | |
| Allstate Corporation (ALL) | 0.0 | $322k | 1.5k | 208.15 | |
| Amgen (AMGN) | 0.0 | $322k | 983.00 | 327.31 | |
| Advanced Micro Devices (AMD) | 0.0 | $316k | 1.5k | 214.16 | |
| Timberland Ban (TSBK) | 0.0 | $315k | 8.8k | 35.80 | |
| Kraft Heinz (KHC) | 0.0 | $306k | 13k | 24.25 | |
| Netflix (NFLX) | 0.0 | $300k | 3.2k | 93.76 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $292k | 5.1k | 57.49 | |
| Applied Materials (AMAT) | 0.0 | $291k | 1.1k | 257.10 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $288k | 11k | 27.43 | |
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $286k | 3.1k | 91.37 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $286k | 3.5k | 81.03 | |
| Linde SHS (LIN) | 0.0 | $283k | 663.00 | 426.39 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $282k | 583.00 | 483.67 | |
| Hanover Insurance (THG) | 0.0 | $274k | 1.5k | 182.77 | |
| Toast Cl A (TOST) | 0.0 | $274k | 7.7k | 35.51 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $272k | 557.00 | 487.68 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $268k | 3.4k | 79.84 | |
| Xylem (XYL) | 0.0 | $263k | 1.9k | 136.18 | |
| Zoetis Cl A (ZTS) | 0.0 | $252k | 2.0k | 125.82 | |
| Lincoln National Corporation (LNC) | 0.0 | $223k | 5.0k | 44.53 | |
| Danaher Corporation (DHR) | 0.0 | $219k | 956.00 | 228.92 | |
| Sanmina (SANM) | 0.0 | $214k | 1.4k | 150.07 | |
| International Flavors & Fragrances (IFF) | 0.0 | $212k | 3.2k | 67.39 | |
| Tractor Supply Company (TSCO) | 0.0 | $211k | 4.2k | 50.01 | |
| Constellation Energy (CEG) | 0.0 | $211k | 598.00 | 353.27 | |
| Chubb (CB) | 0.0 | $208k | 667.00 | 312.12 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $200k | 2.0k | 99.88 | |
| Tesla Motors (TSLA) | 0.0 | $200k | 444.00 | 449.72 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $196k | 1.2k | 162.63 | |
| DTE Energy Company (DTE) | 0.0 | $195k | 1.5k | 128.98 | |
| Ida (IDA) | 0.0 | $195k | 1.5k | 126.57 | |
| Medtronic SHS (MDT) | 0.0 | $190k | 2.0k | 96.06 | |
| Home BancShares (HOMB) | 0.0 | $188k | 6.8k | 27.78 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $184k | 12k | 15.34 | |
| Shell Spon Ads (SHEL) | 0.0 | $182k | 2.5k | 73.48 | |
| Unilever Spon Adr New (UL) | 0.0 | $168k | 2.6k | 65.40 | |
| Hldgs (UAL) | 0.0 | $168k | 1.5k | 111.82 | |
| Fb Finl (FBK) | 0.0 | $167k | 3.0k | 55.80 | |
| Renasant (RNST) | 0.0 | $165k | 4.7k | 35.22 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $164k | 1.1k | 154.15 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $157k | 885.00 | 177.75 | |
| Intuit (INTU) | 0.0 | $151k | 228.00 | 662.42 | |
| McKesson Corporation (MCK) | 0.0 | $151k | 184.00 | 819.62 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $150k | 1.0k | 143.52 | |
| Dominion Resources (D) | 0.0 | $148k | 2.5k | 58.59 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $146k | 3.0k | 48.56 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $144k | 1.8k | 82.02 | |
| Equifax (EFX) | 0.0 | $144k | 663.00 | 216.98 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $140k | 1.5k | 94.16 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $139k | 2.0k | 68.11 | |
| Hartford Financial Services (HIG) | 0.0 | $138k | 1.0k | 137.80 | |
| Smucker J M Com New (SJM) | 0.0 | $135k | 1.4k | 97.81 | |
| Kinder Morgan (KMI) | 0.0 | $132k | 4.8k | 27.49 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $131k | 7.7k | 16.95 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $131k | 3.8k | 34.74 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $131k | 350.00 | 373.44 | |
| FactSet Research Systems (FDS) | 0.0 | $131k | 450.00 | 290.19 | |
| Cummins (CMI) | 0.0 | $130k | 255.00 | 510.45 | |
| Itt (ITT) | 0.0 | $130k | 750.00 | 173.51 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $130k | 2.9k | 44.71 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $130k | 2.2k | 58.35 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $127k | 1.5k | 86.25 | |
| Kkr & Co (KKR) | 0.0 | $125k | 981.00 | 127.46 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $120k | 5.8k | 20.67 | |
| Intapp (INTA) | 0.0 | $119k | 2.6k | 45.82 | |
| CoStar (CSGP) | 0.0 | $118k | 1.8k | 67.24 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $116k | 1.6k | 72.63 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $116k | 6.9k | 16.74 | |
| Blackrock (BLK) | 0.0 | $115k | 107.00 | 1070.34 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $113k | 728.00 | 154.80 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $111k | 650.00 | 171.18 | |
| Broadcom (AVGO) | 0.0 | $111k | 320.00 | 346.10 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $110k | 348.00 | 314.80 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $109k | 1.4k | 75.77 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $108k | 9.0k | 12.02 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $108k | 189.00 | 570.21 | |
| Bhp Group Sponsored Ads (BHP) | 0.0 | $105k | 1.7k | 60.37 | |
| Core Scientific *w Exp 01/23/202 (CORZZ) | 0.0 | $104k | 7.1k | 14.54 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $103k | 1.2k | 85.80 | |
| Yum! Brands (YUM) | 0.0 | $101k | 670.00 | 151.28 | |
| Uber Technologies (UBER) | 0.0 | $98k | 1.2k | 81.71 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $98k | 5.1k | 19.20 | |
| Sherwin-Williams Company (SHW) | 0.0 | $98k | 302.00 | 324.03 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $98k | 721.00 | 135.72 | |
| Raymond James Financial (RJF) | 0.0 | $96k | 600.00 | 160.59 | |
| BP Sponsored Adr (BP) | 0.0 | $96k | 2.8k | 34.73 | |
| Corning Incorporated (GLW) | 0.0 | $95k | 1.1k | 87.53 | |
| Exelon Corporation (EXC) | 0.0 | $94k | 2.2k | 43.59 | |
| Entergy Corporation (ETR) | 0.0 | $93k | 1.0k | 92.43 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $91k | 764.00 | 119.68 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $91k | 653.00 | 139.16 | |
| Capital One Financial (COF) | 0.0 | $90k | 370.00 | 242.36 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $89k | 950.00 | 94.02 | |
| Brinker International (EAT) | 0.0 | $86k | 600.00 | 143.52 | |
| Ares Capital Corporation (ARCC) | 0.0 | $85k | 4.2k | 20.23 | |
| GSK Sponsored Adr (GSK) | 0.0 | $81k | 1.7k | 49.04 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $81k | 900.00 | 89.46 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $80k | 553.00 | 143.86 | |
| Paychex (PAYX) | 0.0 | $79k | 705.00 | 112.18 | |
| Sterling Construction Company (STRL) | 0.0 | $77k | 250.00 | 306.23 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $76k | 1.2k | 63.04 | |
| Booking Holdings (BKNG) | 0.0 | $75k | 14.00 | 5355.36 | |
| Expeditors International of Washington (EXPD) | 0.0 | $75k | 500.00 | 149.01 | |
| Illinois Tool Works (ITW) | 0.0 | $74k | 300.00 | 246.30 | |
| TJX Companies (TJX) | 0.0 | $73k | 473.00 | 153.61 | |
| Core Scientific *w Exp 01/23/202 (CORZW) | 0.0 | $72k | 8.5k | 8.46 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $72k | 152.00 | 473.30 | |
| Cardinal Health (CAH) | 0.0 | $72k | 350.00 | 205.50 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $72k | 670.00 | 107.11 | |
| salesforce (CRM) | 0.0 | $71k | 268.00 | 264.91 | |
| Williams Companies (WMB) | 0.0 | $70k | 1.2k | 60.11 | |
| Citizens Financial (CFG) | 0.0 | $70k | 1.2k | 58.41 | |
| Horizon Ban (HBNC) | 0.0 | $70k | 4.1k | 16.96 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $69k | 346.00 | 198.62 | |
| Kroger (KR) | 0.0 | $68k | 1.1k | 62.50 | |
| CenterPoint Energy (CNP) | 0.0 | $67k | 1.8k | 38.34 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $67k | 756.00 | 88.70 | |
| 3M Company (MMM) | 0.0 | $67k | 416.00 | 160.10 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $67k | 666.00 | 99.86 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $66k | 625.00 | 105.69 | |
| Target Corporation (TGT) | 0.0 | $66k | 673.00 | 97.75 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $64k | 1.5k | 42.49 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $63k | 163.00 | 386.85 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $63k | 628.00 | 100.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $63k | 329.00 | 191.56 | |
| Freshworks Class A Com (FRSH) | 0.0 | $62k | 5.1k | 12.25 | |
| Hershey Company (HSY) | 0.0 | $62k | 340.00 | 181.98 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $60k | 1.5k | 39.45 | |
| Simon Property (SPG) | 0.0 | $58k | 315.00 | 185.11 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $57k | 16k | 3.56 | |
| Markel Corporation (MKL) | 0.0 | $56k | 26.00 | 2149.65 | |
| Nike CL B (NKE) | 0.0 | $56k | 871.00 | 63.71 | |
| Northern Trust Corporation (NTRS) | 0.0 | $55k | 405.00 | 136.59 | |
| CVS Caremark Corporation (CVS) | 0.0 | $55k | 691.00 | 79.42 | |
| Ameriprise Financial (AMP) | 0.0 | $54k | 111.00 | 490.34 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $54k | 649.00 | 83.75 | |
| MetLife (MET) | 0.0 | $54k | 687.00 | 78.94 | |
| Fortune Brands (FBIN) | 0.0 | $53k | 1.1k | 50.02 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $53k | 739.00 | 71.42 | |
| UnitedHealth (UNH) | 0.0 | $52k | 157.00 | 330.34 | |
| ConocoPhillips (COP) | 0.0 | $52k | 554.00 | 93.61 | |
| Mattel (MAT) | 0.0 | $52k | 2.6k | 19.84 | |
| Murphy Usa (MUSA) | 0.0 | $51k | 127.00 | 403.52 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $50k | 183.00 | 275.39 | |
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $50k | 1.1k | 45.71 | |
| Peak (DOC) | 0.0 | $50k | 3.1k | 16.08 | |
| Core Scientific (CORZ) | 0.0 | $49k | 3.4k | 14.56 | |
| Rbc Cad (RY) | 0.0 | $49k | 285.00 | 170.49 | |
| Cme (CME) | 0.0 | $48k | 175.00 | 273.08 | |
| Ark Etf Tr Blockchain & Fin (ARKF) | 0.0 | $48k | 1.0k | 47.63 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $47k | 401.00 | 117.21 | |
| Southwest Airlines (LUV) | 0.0 | $47k | 1.1k | 41.33 | |
| L3harris Technologies (LHX) | 0.0 | $46k | 158.00 | 293.57 | |
| Sentinelone Cl A (S) | 0.0 | $46k | 3.1k | 15.00 | |
| Loews Corporation (L) | 0.0 | $45k | 431.00 | 105.31 | |
| FirstEnergy (FE) | 0.0 | $45k | 999.00 | 44.77 | |
| EastGroup Properties (EGP) | 0.0 | $45k | 250.00 | 178.24 | |
| Monolithic Power Systems (MPWR) | 0.0 | $44k | 49.00 | 906.37 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $44k | 367.00 | 119.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $44k | 665.00 | 66.00 | |
| Evergy (EVRG) | 0.0 | $44k | 605.00 | 72.49 | |
| Public Storage (PSA) | 0.0 | $44k | 168.00 | 259.50 | |
| Suncor Energy (SU) | 0.0 | $44k | 981.00 | 44.36 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $43k | 76.00 | 570.88 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $43k | 935.00 | 45.89 | |
| Church & Dwight (CHD) | 0.0 | $42k | 500.00 | 83.85 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $42k | 400.00 | 104.72 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $42k | 2.2k | 18.82 | |
| Garmin SHS (GRMN) | 0.0 | $41k | 204.00 | 202.85 | |
| Trustmark Corporation (TRMK) | 0.0 | $41k | 1.1k | 38.95 | |
| Canadian Natural Resources (CNQ) | 0.0 | $41k | 1.2k | 33.85 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $40k | 500.00 | 80.74 | |
| NiSource (NI) | 0.0 | $40k | 960.00 | 41.76 | |
| First Majestic Silver Corp (AG) | 0.0 | $40k | 2.4k | 16.66 | |
| Genuine Parts Company (GPC) | 0.0 | $40k | 325.00 | 122.96 | |
| Trane Technologies SHS (TT) | 0.0 | $40k | 102.00 | 389.20 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $40k | 19.00 | 2078.05 | |
| Boeing Company (BA) | 0.0 | $39k | 179.00 | 217.13 | |
| Zimmer Holdings (ZBH) | 0.0 | $39k | 430.00 | 89.92 | |
| Palo Alto Networks (PANW) | 0.0 | $38k | 208.00 | 184.20 | |
| Cigna Corp (CI) | 0.0 | $38k | 137.00 | 275.23 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $38k | 65.00 | 579.45 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $37k | 480.00 | 76.93 | |
| Newmont Mining Corporation (NEM) | 0.0 | $37k | 366.00 | 99.85 | |
| Procore Technologies (PCOR) | 0.0 | $36k | 500.00 | 72.74 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $36k | 1.4k | 26.91 | |
| Ford Motor Company (F) | 0.0 | $36k | 2.7k | 13.12 | |
| American Tower Reit (AMT) | 0.0 | $36k | 203.00 | 175.57 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $35k | 350.00 | 100.80 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $35k | 300.00 | 117.52 | |
| Fidelity National Information Services (FIS) | 0.0 | $35k | 525.00 | 66.46 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $34k | 530.00 | 64.42 | |
| AmerisourceBergen (COR) | 0.0 | $34k | 100.00 | 337.75 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $34k | 160.00 | 210.34 | |
| Atmos Energy Corporation (ATO) | 0.0 | $33k | 199.00 | 167.63 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $33k | 1.2k | 27.43 | |
| Bk Nova Cad (BNS) | 0.0 | $33k | 450.00 | 73.69 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $33k | 128.00 | 258.79 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $33k | 480.00 | 68.36 | |
| HealthStream (HSTM) | 0.0 | $32k | 1.4k | 23.07 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $32k | 500.00 | 64.04 | |
| Hp (HPQ) | 0.0 | $32k | 1.4k | 22.28 | |
| Metropcs Communications (TMUS) | 0.0 | $32k | 156.00 | 203.59 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $32k | 316.00 | 99.78 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $32k | 320.00 | 98.51 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $32k | 650.00 | 48.46 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $31k | 1.9k | 16.49 | |
| Paypal Holdings (PYPL) | 0.0 | $31k | 533.00 | 58.40 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $31k | 263.00 | 117.72 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $31k | 1.5k | 19.99 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $30k | 650.00 | 45.80 | |
| American Intl Group Com New (AIG) | 0.0 | $30k | 347.00 | 85.45 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $29k | 1.1k | 26.48 | |
| Acuity Brands (AYI) | 0.0 | $28k | 78.00 | 360.04 | |
| Yum China Holdings (YUMC) | 0.0 | $28k | 575.00 | 47.74 | |
| PPG Industries (PPG) | 0.0 | $27k | 263.00 | 102.36 | |
| Devon Energy Corporation (DVN) | 0.0 | $27k | 732.00 | 36.63 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $27k | 1.8k | 14.70 | |
| EOG Resources (EOG) | 0.0 | $26k | 250.00 | 105.01 | |
| DNP Select Income Fund (DNP) | 0.0 | $26k | 2.6k | 9.99 | |
| Steel Dynamics (STLD) | 0.0 | $25k | 150.00 | 169.45 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $25k | 300.00 | 83.16 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $25k | 692.00 | 36.04 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $25k | 180.00 | 136.94 | |
| Expedia Group Com New (EXPE) | 0.0 | $25k | 87.00 | 283.31 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $25k | 750.00 | 32.81 | |
| Rockwell Automation (ROK) | 0.0 | $25k | 63.00 | 389.06 | |
| MasTec (MTZ) | 0.0 | $24k | 112.00 | 217.37 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $24k | 107.00 | 227.51 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $24k | 498.00 | 48.60 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $24k | 300.00 | 80.63 | |
| Cbre Group Cl A (CBRE) | 0.0 | $24k | 150.00 | 160.79 | |
| Cintas Corporation (CTAS) | 0.0 | $24k | 128.00 | 188.07 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $24k | 246.00 | 96.30 | |
| Fifth Third Ban (FITB) | 0.0 | $24k | 506.00 | 46.81 | |
| Marvell Technology (MRVL) | 0.0 | $23k | 275.00 | 84.98 | |
| Zscaler Incorporated (ZS) | 0.0 | $23k | 103.00 | 224.92 | |
| Avista Corporation (AVA) | 0.0 | $23k | 600.00 | 38.54 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $23k | 1.0k | 22.77 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $22k | 2.4k | 9.06 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $22k | 168.00 | 129.16 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $22k | 425.00 | 50.86 | |
| Essential Utils (WTRG) | 0.0 | $22k | 560.00 | 38.36 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $22k | 100.00 | 214.69 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $21k | 200.00 | 106.70 | |
| AGCO Corporation (AGCO) | 0.0 | $21k | 202.00 | 104.32 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $21k | 483.00 | 42.87 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $21k | 172.00 | 120.18 | |
| Snowflake Com Shs (SNOW) | 0.0 | $21k | 94.00 | 219.36 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $21k | 430.00 | 47.73 | |
| O'reilly Automotive (ORLY) | 0.0 | $21k | 225.00 | 91.21 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $20k | 452.00 | 45.21 | |
| Eversource Energy (ES) | 0.0 | $20k | 300.00 | 67.33 | |
| W.W. Grainger (GWW) | 0.0 | $20k | 20.00 | 1009.05 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $20k | 810.00 | 24.37 | |
| York Water Company (YORW) | 0.0 | $20k | 613.00 | 31.84 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $20k | 77.00 | 252.92 | |
| Cheniere Energy Com New (LNG) | 0.0 | $19k | 100.00 | 194.39 | |
| Farmland Partners (FPI) | 0.0 | $19k | 2.0k | 9.69 | |
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $19k | 475.00 | 40.13 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $19k | 417.00 | 45.40 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $19k | 112.00 | 168.77 | |
| Liveramp Holdings (RAMP) | 0.0 | $18k | 600.00 | 29.37 | |
| Biogen Idec (BIIB) | 0.0 | $18k | 100.00 | 175.99 | |
| Northfield Bancorp (NFBK) | 0.0 | $18k | 1.5k | 11.43 | |
| SLB Com Stk (SLB) | 0.0 | $17k | 452.00 | 38.39 | |
| Nucor Corporation (NUE) | 0.0 | $17k | 106.00 | 163.11 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $17k | 421.00 | 40.37 | |
| Clorox Company (CLX) | 0.0 | $17k | 165.00 | 100.83 | |
| International Paper Company (IP) | 0.0 | $16k | 411.00 | 39.39 | |
| Anthem (ELV) | 0.0 | $16k | 45.00 | 350.56 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $16k | 190.00 | 82.82 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $15k | 190.00 | 81.17 | |
| Affiliated Managers (AMG) | 0.0 | $15k | 53.00 | 288.28 | |
| Greenbrier Companies (GBX) | 0.0 | $15k | 326.00 | 46.74 | |
| First Industrial Realty Trust (FR) | 0.0 | $15k | 266.00 | 57.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $15k | 50.00 | 303.90 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $15k | 191.00 | 77.68 | |
| Starbucks Corporation (SBUX) | 0.0 | $15k | 174.00 | 84.21 | |
| Servicenow (NOW) | 0.0 | $15k | 95.00 | 153.19 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $14k | 279.00 | 50.79 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $14k | 118.00 | 119.41 | |
| Vulcan Materials Company (VMC) | 0.0 | $14k | 49.00 | 285.22 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $14k | 130.00 | 107.35 | |
| General Mills (GIS) | 0.0 | $14k | 300.00 | 46.50 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $14k | 80.00 | 173.49 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $14k | 98.00 | 141.14 | |
| Albemarle Corporation (ALB) | 0.0 | $13k | 93.00 | 141.44 | |
| Martin Marietta Materials (MLM) | 0.0 | $13k | 21.00 | 622.67 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $13k | 598.00 | 21.66 | |
| PPL Corporation (PPL) | 0.0 | $13k | 368.00 | 35.02 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $13k | 144.00 | 89.38 | |
| Kimco Realty Corporation (KIM) | 0.0 | $13k | 633.00 | 20.27 | |
| Murphy Oil Corporation (MUR) | 0.0 | $13k | 400.00 | 31.25 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $13k | 100.00 | 124.76 | |
| Owens Corning (OC) | 0.0 | $12k | 110.00 | 111.91 | |
| Stryker Corporation (SYK) | 0.0 | $12k | 35.00 | 351.46 | |
| American Water Works (AWK) | 0.0 | $12k | 94.00 | 130.50 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 0.0 | $12k | 150.00 | 81.50 | |
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $12k | 468.00 | 25.93 | |
| M&T Bank Corporation (MTB) | 0.0 | $12k | 60.00 | 201.48 | |
| Cenovus Energy (CVE) | 0.0 | $12k | 709.00 | 16.92 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $12k | 310.00 | 38.48 | |
| Dover Corporation (DOV) | 0.0 | $12k | 60.00 | 196.63 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $11k | 129.00 | 88.57 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $11k | 1.0k | 11.33 | |
| Digital Realty Trust (DLR) | 0.0 | $11k | 73.00 | 154.71 | |
| Commercial Metals Company (CMC) | 0.0 | $11k | 160.00 | 69.22 | |
| Gilead Sciences (GILD) | 0.0 | $11k | 90.00 | 122.74 | |
| Potlatch Corporation | 0.0 | $11k | 275.00 | 39.78 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $11k | 100.00 | 109.31 | |
| Globe Life (GL) | 0.0 | $11k | 78.00 | 139.86 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $11k | 200.00 | 53.76 | |
| Whitestone REIT (WSR) | 0.0 | $10k | 725.00 | 13.89 | |
| Rocket Lab Corp (RKLB) | 0.0 | $9.8k | 140.00 | 69.76 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $9.7k | 122.00 | 79.24 | |
| ConAgra Foods (CAG) | 0.0 | $9.5k | 550.00 | 17.31 | |
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $9.5k | 376.00 | 25.32 | |
| Air Products & Chemicals (APD) | 0.0 | $9.4k | 38.00 | 247.03 | |
| Western Union Company (WU) | 0.0 | $9.3k | 1.0k | 9.31 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $9.3k | 57.00 | 163.32 | |
| Dollar General (DG) | 0.0 | $9.3k | 70.00 | 132.77 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $9.1k | 36.00 | 252.42 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $9.1k | 823.00 | 11.04 | |
| Aramark Hldgs (ARMK) | 0.0 | $9.0k | 245.00 | 36.86 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $9.0k | 375.00 | 24.02 | |
| Starwood Property Trust (STWD) | 0.0 | $9.0k | 500.00 | 18.01 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $8.9k | 208.00 | 42.69 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $8.8k | 774.00 | 11.42 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $8.7k | 140.00 | 62.47 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $8.7k | 943.00 | 9.27 | |
| Bank Ozk (OZK) | 0.0 | $8.6k | 186.00 | 46.02 | |
| Dell Technologies CL C (DELL) | 0.0 | $8.6k | 68.00 | 125.88 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $8.1k | 155.00 | 52.39 | |
| Regency Centers Corporation (REG) | 0.0 | $8.1k | 117.00 | 69.03 | |
| Omni (OMC) | 0.0 | $8.1k | 100.00 | 80.75 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $8.1k | 509.00 | 15.85 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $7.9k | 289.00 | 27.30 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $7.7k | 141.00 | 54.70 | |
| Tidal Trust I Sound Enhanced (FXED) | 0.0 | $7.7k | 430.00 | 17.91 | |
| Lamb Weston Hldgs (LW) | 0.0 | $7.7k | 183.00 | 41.89 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $7.6k | 200.00 | 38.06 | |
| Omega Healthcare Investors (OHI) | 0.0 | $7.6k | 171.00 | 44.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $7.4k | 30.00 | 246.17 | |
| Micron Technology (MU) | 0.0 | $7.1k | 25.00 | 285.40 | |
| Encompass Health Corp (EHC) | 0.0 | $7.0k | 66.00 | 106.14 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $7.0k | 144.00 | 48.28 | |
| Dropbox Cl A (DBX) | 0.0 | $7.0k | 250.00 | 27.80 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $6.8k | 250.00 | 27.21 | |
| Iqvia Holdings (IQV) | 0.0 | $6.8k | 30.00 | 225.40 | |
| Host Hotels & Resorts (HST) | 0.0 | $6.7k | 380.00 | 17.73 | |
| Steris Shs Usd (STE) | 0.0 | $6.3k | 25.00 | 253.52 | |
| Cohu (COHU) | 0.0 | $6.3k | 272.00 | 23.27 | |
| Msci (MSCI) | 0.0 | $6.3k | 11.00 | 573.73 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $6.2k | 296.00 | 20.89 | |
| Oneok (OKE) | 0.0 | $6.1k | 83.00 | 73.51 | |
| Tilray Brands (TLRY) | 0.0 | $6.1k | 670.00 | 9.03 | |
| Fiserv (FI) | 0.0 | $6.0k | 90.00 | 67.17 | |
| Smurfit Westrock SHS (SW) | 0.0 | $5.8k | 150.00 | 38.67 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $5.5k | 16.00 | 343.00 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $5.4k | 250.00 | 21.72 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $5.4k | 147.00 | 36.83 | |
| Allegion Ord Shs (ALLE) | 0.0 | $5.4k | 34.00 | 159.21 | |
| CNO Financial (CNO) | 0.0 | $5.4k | 127.00 | 42.47 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $5.4k | 204.00 | 26.25 | |
| Universal Corporation (UVV) | 0.0 | $5.3k | 100.00 | 52.75 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $5.2k | 400.00 | 13.04 | |
| Pan American Silver Corp Can (PAAS) | 0.0 | $5.2k | 100.00 | 51.81 | |
| Ingersoll Rand (IR) | 0.0 | $5.1k | 65.00 | 79.22 | |
| SkyWest (SKYW) | 0.0 | $5.0k | 50.00 | 100.42 | |
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $5.0k | 31.00 | 160.77 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $5.0k | 204.00 | 24.37 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $4.8k | 170.00 | 28.48 | |
| Public Service Enterprise (PEG) | 0.0 | $4.8k | 60.00 | 80.38 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $4.7k | 150.00 | 31.51 | |
| Henry Schein (HSIC) | 0.0 | $4.7k | 62.00 | 75.58 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $4.7k | 100.00 | 46.68 | |
| Pool Corporation (POOL) | 0.0 | $4.6k | 20.00 | 228.75 | |
| Jack Henry & Associates (JKHY) | 0.0 | $4.6k | 25.00 | 182.48 | |
| Strategy Cl A New (MSTR) | 0.0 | $4.6k | 30.00 | 151.97 | |
| Maplebear (CART) | 0.0 | $4.5k | 100.00 | 44.98 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $4.4k | 30.00 | 146.57 | |
| Totalenergies Se Act (TTE) | 0.0 | $4.3k | 66.00 | 65.42 | |
| Golub Capital BDC (GBDC) | 0.0 | $4.2k | 310.00 | 13.57 | |
| Synovus Finl Corp Com New (SNV) | 0.0 | $4.1k | 82.00 | 50.05 | |
| MercadoLibre (MELI) | 0.0 | $4.0k | 2.00 | 2014.50 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $4.0k | 325.00 | 12.38 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $4.0k | 361.00 | 11.14 | |
| Southwest Gas Corporation (SWX) | 0.0 | $4.0k | 50.00 | 80.08 | |
| Globus Med Cl A (GMED) | 0.0 | $3.9k | 45.00 | 87.31 | |
| Whirlpool Corporation (WHR) | 0.0 | $3.9k | 54.00 | 72.15 | |
| Celanese Corporation (CE) | 0.0 | $3.8k | 91.00 | 42.27 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $3.7k | 96.00 | 38.73 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $3.7k | 53.00 | 69.42 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $3.6k | 150.00 | 24.11 | |
| Fidelity National Financial Com Shs (FNF) | 0.0 | $3.5k | 65.00 | 54.58 | |
| Vici Pptys (VICI) | 0.0 | $3.5k | 125.00 | 28.12 | |
| Realty Income (O) | 0.0 | $3.4k | 60.00 | 56.37 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.3k | 100.00 | 32.75 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $3.2k | 469.00 | 6.93 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $3.2k | 193.00 | 16.72 | |
| Coty Com Cl A (COTY) | 0.0 | $3.1k | 1.0k | 3.08 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.1k | 60.00 | 50.88 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $3.0k | 42.00 | 71.62 | |
| Moderna (MRNA) | 0.0 | $2.9k | 100.00 | 29.49 | |
| Paycom Software (PAYC) | 0.0 | $2.9k | 18.00 | 161.00 | |
| Transocean Registered Shs (RIG) | 0.0 | $2.9k | 700.00 | 4.13 | |
| Skyworks Solutions (SWKS) | 0.0 | $2.9k | 45.00 | 63.40 | |
| Kentucky First Federal Ban (KFFB) | 0.0 | $2.8k | 603.00 | 4.65 | |
| J&J Snack Foods (JJSF) | 0.0 | $2.8k | 31.00 | 90.35 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.7k | 25.00 | 109.60 | |
| IDEX Corporation (IEX) | 0.0 | $2.7k | 15.00 | 177.93 | |
| Cohen & Steers Clsd-End Optuny Fnd (FOF) | 0.0 | $2.6k | 200.00 | 13.20 | |
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $2.6k | 25.00 | 104.56 | |
| Capitol Federal Financial (CFFN) | 0.0 | $2.6k | 375.00 | 6.81 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.5k | 55.00 | 44.69 | |
| Phillips 66 (PSX) | 0.0 | $2.2k | 17.00 | 129.06 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $2.2k | 74.00 | 29.36 | |
| Humana (HUM) | 0.0 | $2.0k | 8.00 | 256.12 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.0k | 50.00 | 40.90 | |
| D.R. Horton (DHI) | 0.0 | $1.9k | 13.00 | 144.00 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $1.9k | 105.00 | 17.66 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $1.8k | 97.00 | 18.91 | |
| SYNNEX Corporation (SNX) | 0.0 | $1.8k | 12.00 | 150.25 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.8k | 160.00 | 11.24 | |
| Spdr Series Trust State Street Spd (PSK) | 0.0 | $1.8k | 56.00 | 31.70 | |
| Global Med Reit Com New (GMRE) | 0.0 | $1.8k | 52.00 | 33.73 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $1.8k | 124.00 | 14.14 | |
| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $1.7k | 146.00 | 11.89 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $1.7k | 34.00 | 50.44 | |
| Global Net Lease Com New (GNL) | 0.0 | $1.7k | 195.00 | 8.60 | |
| Viatris (VTRS) | 0.0 | $1.7k | 134.00 | 12.44 | |
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $1.6k | 92.00 | 17.59 | |
| Amprius Technologies Common Stock (AMPX) | 0.0 | $1.6k | 205.00 | 7.89 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $1.6k | 70.00 | 22.16 | |
| Janone (ALTS) | 0.0 | $1.5k | 1.4k | 1.10 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.5k | 2.00 | 754.00 | |
| PG&E Corporation (PCG) | 0.0 | $1.4k | 86.00 | 16.07 | |
| Cleveland-cliffs (CLF) | 0.0 | $1.3k | 100.00 | 13.28 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $1.3k | 20.00 | 65.00 | |
| Sea Sponsord Ads (SE) | 0.0 | $1.3k | 10.00 | 127.60 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.3k | 31.00 | 41.13 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.1k | 7.00 | 162.86 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.1k | 61.00 | 18.54 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $1.1k | 269.00 | 4.09 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.1k | 1.00 | 1070.00 | |
| Kenvue (KVUE) | 0.0 | $1.0k | 60.00 | 17.25 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $938.000000 | 2.00 | 469.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $907.000000 | 2.00 | 453.50 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $868.000000 | 5.00 | 173.60 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $867.000600 | 18.00 | 48.17 | |
| Venture Global Com Cl A (VG) | 0.0 | $853.000000 | 125.00 | 6.82 | |
| Lucid Group Com New (LCID) | 0.0 | $792.997500 | 75.00 | 10.57 | |
| Cloudflare Cl A Com (NET) | 0.0 | $789.000000 | 4.00 | 197.25 | |
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $566.001000 | 30.00 | 18.87 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $561.000000 | 20.00 | 28.05 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $481.000000 | 1.00 | 481.00 | |
| Tyler Technologies (TYL) | 0.0 | $454.000000 | 1.00 | 454.00 | |
| Organon & Co Common Stock (OGN) | 0.0 | $451.999800 | 63.00 | 7.17 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $446.000000 | 2.00 | 223.00 | |
| Wabtec Corporation (WAB) | 0.0 | $427.000000 | 2.00 | 213.50 | |
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $420.000000 | 150.00 | 2.80 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $382.000000 | 2.00 | 191.00 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $333.000000 | 3.00 | 111.00 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $304.000000 | 8.00 | 38.00 | |
| Aurora Cannabis (ACB) | 0.0 | $279.001800 | 66.00 | 4.23 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $242.000000 | 4.00 | 60.50 | |
| Medical Properties Trust (MPT) | 0.0 | $210.000000 | 42.00 | 5.00 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $114.000000 | 100.00 | 1.14 | |
| Whitehorse Finance (WHF) | 0.0 | $103.999500 | 15.00 | 6.93 | |
| F&g Annuities & Life Common Stock (FG) | 0.0 | $93.000000 | 3.00 | 31.00 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $85.000500 | 13.00 | 6.54 | |
| Penn National Gaming (PENN) | 0.0 | $74.000000 | 5.00 | 14.80 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $57.999900 | 3.00 | 19.33 | |
| Camping World Hldgs Cl A (CWH) | 0.0 | $39.000000 | 4.00 | 9.75 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $36.000000 | 3.00 | 12.00 | |
| Westport Fuel Systems (WPRT) | 0.0 | $24.000000 | 15.00 | 1.60 | |
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $6.000000 | 4.00 | 1.50 | |
| 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 |