Delta Asset Management as of March 31, 2026
Portfolio Holdings for Delta Asset Management
Delta Asset Management holds 596 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.0 | $154M | 416k | 370.17 | |
| Goldman Sachs (GS) | 5.9 | $65M | 76k | 845.99 | |
| Wal-Mart Stores (WMT) | 5.5 | $60M | 483k | 124.28 | |
| S&p Global (SPGI) | 4.9 | $54M | 126k | 425.34 | |
| Lowe's Companies (LOW) | 4.9 | $54M | 226k | 236.28 | |
| Eaton Corp SHS (ETN) | 4.5 | $49M | 137k | 357.67 | |
| Honeywell International (HON) | 4.1 | $45M | 200k | 226.03 | |
| Caterpillar (CAT) | 3.5 | $39M | 55k | 708.46 | |
| Procter & Gamble Company (PG) | 3.0 | $33M | 231k | 144.44 | |
| Wells Fargo & Company (WFC) | 2.9 | $32M | 405k | 79.61 | |
| SYSCO Corporation (SYY) | 2.5 | $27M | 385k | 71.33 | |
| Carrier Global Corporation (CARR) | 2.5 | $27M | 483k | 56.31 | |
| Bank of New York Mellon Corporation (BK) | 2.4 | $26M | 219k | 118.63 | |
| Walt Disney Company (DIS) | 2.3 | $25M | 262k | 96.38 | |
| Enbridge (ENB) | 2.2 | $24M | 441k | 54.14 | |
| Raytheon Technologies Corp (RTX) | 2.0 | $22M | 115k | 192.90 | |
| Ecolab (ECL) | 1.9 | $21M | 77k | 266.02 | |
| Becton, Dickinson and (BDX) | 1.7 | $19M | 119k | 157.23 | |
| Avery Dennison Corporation (AVY) | 1.6 | $18M | 104k | 172.68 | |
| United Parcel Svcs CL B (UPS) | 1.6 | $18M | 182k | 98.38 | |
| Comcast Corp Cl A (CMCSA) | 1.3 | $15M | 506k | 28.71 | |
| Emerson Electric (EMR) | 1.3 | $14M | 109k | 131.02 | |
| Truist Financial Corp equities (TFC) | 1.3 | $14M | 306k | 45.97 | |
| Stanley Black & Decker (SWK) | 1.2 | $13M | 189k | 71.06 | |
| Apple (AAPL) | 1.1 | $12M | 46k | 253.79 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $11M | 65k | 169.66 | |
| Johnson & Johnson (JNJ) | 0.9 | $9.9M | 41k | 244.44 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $9.7M | 184k | 52.56 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $8.1M | 41k | 198.29 | |
| Abbvie (ABBV) | 0.6 | $6.7M | 31k | 217.49 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $6.2M | 25k | 243.08 | |
| Spdr Series Trust State Street Spd (SPSB) | 0.5 | $5.7M | 190k | 30.07 | |
| Otis Worldwide Corp (OTIS) | 0.5 | $5.3M | 68k | 77.08 | |
| Intel Corporation (INTC) | 0.4 | $4.9M | 111k | 44.13 | |
| NVIDIA Corporation (NVDA) | 0.4 | $4.6M | 26k | 174.40 | |
| Bristol Myers Squibb (BMY) | 0.4 | $4.6M | 75k | 60.65 | |
| Waters Corporation (WAT) | 0.4 | $4.6M | 15k | 297.80 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.5M | 61k | 73.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.2M | 8.7k | 479.20 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.0M | 14k | 294.15 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.3 | $3.8M | 50k | 76.16 | |
| At&t (T) | 0.3 | $3.7M | 128k | 28.99 | |
| Verizon Communications (VZ) | 0.3 | $3.5M | 70k | 50.20 | |
| Old Republic International Corporation (ORI) | 0.3 | $3.3M | 84k | 39.90 | |
| Home Depot (HD) | 0.3 | $3.2M | 9.8k | 328.89 | |
| Abbott Laboratories (ABT) | 0.3 | $3.0M | 29k | 102.67 | |
| Pfizer (PFE) | 0.3 | $2.9M | 103k | 28.08 | |
| Amazon (AMZN) | 0.2 | $2.7M | 13k | 208.27 | |
| Corecivic (CXW) | 0.2 | $2.7M | 143k | 18.91 | |
| FedEx Corporation (FDX) | 0.2 | $2.7M | 7.5k | 356.18 | |
| First Horizon National Corporation (FHN) | 0.2 | $2.4M | 108k | 22.76 | |
| Waste Management (WM) | 0.2 | $2.4M | 10k | 229.79 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | 3.00 | 718140.00 | |
| Chevron Corporation (CVX) | 0.2 | $2.1M | 10k | 206.90 | |
| McDonald's Corporation (MCD) | 0.2 | $2.1M | 6.8k | 310.77 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.1M | 2.1k | 996.43 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.0M | 3.1k | 650.34 | |
| Morgan Stanley Com New (MS) | 0.2 | $1.8M | 11k | 164.57 | |
| Meta Platforms Cl A (META) | 0.2 | $1.8M | 3.1k | 572.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | 6.1k | 287.55 | |
| Pepsi (PEP) | 0.2 | $1.7M | 11k | 155.29 | |
| Consolidated Edison (ED) | 0.1 | $1.6M | 14k | 113.18 | |
| Mid-America Apartment (MAA) | 0.1 | $1.6M | 13k | 122.12 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.5M | 5.3k | 283.77 | |
| Merck & Co (MRK) | 0.1 | $1.5M | 12k | 120.29 | |
| Cracker Barrel Old Country Store (CBRL) | 0.1 | $1.4M | 51k | 28.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | 4.8k | 286.86 | |
| Visa Com Cl A (V) | 0.1 | $1.3M | 4.5k | 302.24 | |
| Coca-Cola Company (KO) | 0.1 | $1.3M | 18k | 76.05 | |
| AutoZone (AZO) | 0.1 | $1.3M | 383.00 | 3377.78 | |
| International Business Machines (IBM) | 0.1 | $1.2M | 5.0k | 242.39 | |
| Ge Vernova (GEV) | 0.1 | $1.2M | 1.3k | 872.90 | |
| Southern Company (SO) | 0.1 | $1.2M | 12k | 96.52 | |
| Cisco Systems (CSCO) | 0.1 | $1.2M | 15k | 77.59 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | 3.3k | 327.07 | |
| Dow (DOW) | 0.1 | $1.1M | 25k | 41.65 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $1.0M | 35k | 29.57 | |
| Philip Morris International (PM) | 0.1 | $937k | 5.7k | 165.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $865k | 1.3k | 653.21 | |
| Oracle Corporation (ORCL) | 0.1 | $860k | 5.8k | 147.11 | |
| Citigroup Com New (C) | 0.1 | $857k | 7.6k | 113.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $811k | 2.5k | 320.81 | |
| Bank of America Corporation (BAC) | 0.1 | $767k | 16k | 48.75 | |
| Altria (MO) | 0.1 | $727k | 11k | 65.99 | |
| Corteva (CTVA) | 0.1 | $726k | 8.7k | 83.71 | |
| Ubiquiti (UI) | 0.1 | $714k | 904.00 | 790.30 | |
| Fastenal Company (FAST) | 0.1 | $668k | 14k | 46.40 | |
| Prologis (PLD) | 0.1 | $618k | 4.7k | 132.18 | |
| Valmont Industries (VMI) | 0.1 | $608k | 1.5k | 399.57 | |
| Eli Lilly & Co. (LLY) | 0.1 | $608k | 661.00 | 919.88 | |
| Kraft Heinz (KHC) | 0.1 | $598k | 27k | 22.49 | |
| Enterprise Products Partners (EPD) | 0.1 | $596k | 16k | 37.84 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $593k | 10k | 57.64 | |
| Colgate-Palmolive Company (CL) | 0.1 | $589k | 6.9k | 85.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $586k | 1.0k | 577.18 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $579k | 6.0k | 96.47 | |
| Qnity Electronics Common Stock (Q) | 0.1 | $578k | 5.0k | 115.38 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $577k | 965.00 | 597.86 | |
| Deere & Company (DE) | 0.1 | $556k | 987.00 | 563.30 | |
| PNC Financial Services (PNC) | 0.0 | $530k | 2.5k | 208.09 | |
| Norfolk Southern (NSC) | 0.0 | $507k | 1.8k | 286.99 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $502k | 17k | 29.13 | |
| Regions Financial Corporation (RF) | 0.0 | $471k | 18k | 26.12 | |
| American Express Company (AXP) | 0.0 | $465k | 1.5k | 302.48 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $454k | 937.00 | 484.91 | |
| Ufp Industries (UFPI) | 0.0 | $438k | 4.8k | 92.12 | |
| Weyerhaeuser Com New (WY) | 0.0 | $427k | 18k | 24.43 | |
| American Electric Power Company (AEP) | 0.0 | $409k | 3.1k | 131.09 | |
| Nextera Energy (NEE) | 0.0 | $398k | 4.3k | 92.88 | |
| Applied Materials (AMAT) | 0.0 | $388k | 1.1k | 341.93 | |
| Dupont De Nemours (DD) | 0.0 | $387k | 8.5k | 45.80 | |
| Union Pacific Corporation (UNP) | 0.0 | $387k | 1.6k | 242.62 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $384k | 7.2k | 53.35 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $382k | 5.3k | 72.69 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $372k | 865.00 | 430.29 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $369k | 16k | 22.91 | |
| Travelers Companies (TRV) | 0.0 | $368k | 1.3k | 291.68 | |
| Ventas (VTR) | 0.0 | $366k | 4.5k | 81.78 | |
| Us Bancorp Com New (USB) | 0.0 | $355k | 6.8k | 52.01 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $352k | 583.00 | 604.39 | |
| Timberland Ban (TSBK) | 0.0 | $347k | 8.8k | 39.43 | |
| Automatic Data Processing (ADP) | 0.0 | $347k | 1.7k | 203.18 | |
| Amgen (AMGN) | 0.0 | $346k | 983.00 | 351.85 | |
| First American Financial (FAF) | 0.0 | $333k | 5.5k | 60.29 | |
| Linde SHS (LIN) | 0.0 | $329k | 663.00 | 495.76 | |
| AFLAC Incorporated (AFL) | 0.0 | $323k | 2.9k | 109.72 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $322k | 11k | 30.68 | |
| Netflix (NFLX) | 0.0 | $322k | 3.4k | 96.15 | |
| Allstate Corporation (ALL) | 0.0 | $321k | 1.5k | 207.34 | |
| Unum (UNM) | 0.0 | $316k | 4.3k | 73.03 | |
| Advanced Micro Devices (AMD) | 0.0 | $300k | 1.5k | 203.43 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $294k | 1.2k | 244.18 | |
| Raymond James Financial (RJF) | 0.0 | $284k | 2.0k | 144.79 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $266k | 7.2k | 37.02 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $265k | 3.4k | 78.77 | |
| Hanover Insurance (THG) | 0.0 | $260k | 1.5k | 173.35 | |
| Apollo Global Mgmt (APO) | 0.0 | $256k | 2.3k | 111.42 | |
| Zoetis Cl A (ZTS) | 0.0 | $237k | 2.0k | 118.21 | |
| Nov (NOV) | 0.0 | $232k | 12k | 18.81 | |
| Shell Spon Ads (SHEL) | 0.0 | $231k | 2.5k | 93.00 | |
| International Flavors & Fragrances (IFF) | 0.0 | $229k | 3.2k | 72.55 | |
| Qualcomm (QCOM) | 0.0 | $227k | 1.8k | 128.78 | |
| DTE Energy Company (DTE) | 0.0 | $221k | 1.5k | 146.22 | |
| Ida (IDA) | 0.0 | $220k | 1.5k | 142.98 | |
| Xylem (XYL) | 0.0 | $219k | 1.8k | 119.50 | |
| Chubb (CB) | 0.0 | $217k | 667.00 | 325.93 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $213k | 12k | 17.75 | |
| Capital Group Core Balanced SHS (CGBL) | 0.0 | $205k | 5.9k | 34.41 | |
| Toast Cl A (TOST) | 0.0 | $204k | 7.7k | 26.51 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $201k | 461.00 | 436.62 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $199k | 3.5k | 56.56 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $193k | 1.9k | 99.27 | |
| Tractor Supply Company (TSCO) | 0.0 | $191k | 4.2k | 45.30 | |
| Sanmina (SANM) | 0.0 | $185k | 1.4k | 129.64 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $184k | 3.6k | 50.44 | |
| Home BancShares (HOMB) | 0.0 | $182k | 6.8k | 26.93 | |
| Danaher Corporation (DHR) | 0.0 | $181k | 956.00 | 189.60 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $178k | 2.9k | 61.26 | |
| Lincoln National Corporation (LNC) | 0.0 | $178k | 5.0k | 35.50 | |
| Medtronic SHS (MDT) | 0.0 | $173k | 2.0k | 86.65 | |
| Renasant (RNST) | 0.0 | $169k | 4.7k | 36.13 | |
| Constellation Energy (CEG) | 0.0 | $167k | 598.00 | 279.25 | |
| Tesla Motors (TSLA) | 0.0 | $165k | 444.00 | 371.75 | |
| Dominion Resources (D) | 0.0 | $162k | 2.6k | 61.82 | |
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $161k | 1.8k | 91.66 | |
| Kinder Morgan (KMI) | 0.0 | $160k | 4.8k | 33.53 | |
| McKesson Corporation (MCK) | 0.0 | $158k | 183.00 | 864.83 | |
| Fb Finl (FBK) | 0.0 | $156k | 3.0k | 51.94 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $155k | 1.0k | 148.10 | |
| Unilever Spon Adr New (UL) | 0.0 | $152k | 2.7k | 56.97 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $148k | 5.8k | 25.48 | |
| Itt (ITT) | 0.0 | $143k | 750.00 | 190.53 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $139k | 650.00 | 213.66 | |
| Hldgs (UAL) | 0.0 | $138k | 1.5k | 92.07 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $138k | 1.5k | 92.74 | |
| Cummins (CMI) | 0.0 | $137k | 255.00 | 538.02 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $136k | 3.8k | 36.12 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $135k | 2.2k | 60.81 | |
| Hartford Financial Services (HIG) | 0.0 | $135k | 1.0k | 135.23 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $135k | 1.5k | 91.37 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $133k | 1.6k | 82.87 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $132k | 7.7k | 16.99 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $130k | 885.00 | 146.28 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $128k | 188.00 | 682.24 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $127k | 3.0k | 42.48 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $126k | 1.7k | 72.74 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $125k | 350.00 | 356.56 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $124k | 1.7k | 71.18 | |
| BP Sponsored Adr (BP) | 0.0 | $123k | 2.6k | 47.00 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $123k | 1.1k | 115.00 | |
| Corning Incorporated (GLW) | 0.0 | $117k | 859.00 | 136.00 | |
| GSK Sponsored Adr (GSK) | 0.0 | $116k | 2.1k | 55.19 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $116k | 1.4k | 80.61 | |
| Entergy Corporation (ETR) | 0.0 | $113k | 1.0k | 112.36 | |
| Smucker J M Com New (SJM) | 0.0 | $113k | 1.2k | 96.44 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $107k | 728.00 | 146.61 | |
| Core Scientific *w Exp 01/23/202 (CORZZ) | 0.0 | $107k | 7.1k | 15.00 | |
| Yum! Brands (YUM) | 0.0 | $104k | 670.00 | 155.48 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $104k | 348.00 | 298.85 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $104k | 9.0k | 11.50 | |
| Blackrock (BLK) | 0.0 | $103k | 107.00 | 961.71 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $103k | 764.00 | 134.67 | |
| Sterling Construction Company (STRL) | 0.0 | $102k | 250.00 | 407.27 | |
| Exelon Corporation (EXC) | 0.0 | $101k | 2.1k | 49.02 | |
| Broadcom (AVGO) | 0.0 | $101k | 325.00 | 309.51 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $99k | 6.9k | 14.37 | |
| Intuit (INTU) | 0.0 | $99k | 228.00 | 432.38 | |
| FactSet Research Systems (FDS) | 0.0 | $98k | 450.00 | 216.99 | |
| Sherwin-Williams Company (SHW) | 0.0 | $97k | 302.00 | 320.55 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $95k | 653.00 | 145.94 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $91k | 721.00 | 126.28 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $91k | 950.00 | 95.73 | |
| Kkr & Co (KKR) | 0.0 | $91k | 981.00 | 92.49 | |
| Equifax (EFX) | 0.0 | $90k | 500.00 | 180.07 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $87k | 5.1k | 17.12 | |
| Uber Technologies (UBER) | 0.0 | $86k | 1.2k | 71.93 | |
| Brinker International (EAT) | 0.0 | $86k | 600.00 | 142.77 | |
| TJX Companies (TJX) | 0.0 | $82k | 513.00 | 159.70 | |
| Target Corporation (TGT) | 0.0 | $82k | 673.00 | 121.20 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $82k | 900.00 | 90.53 | |
| Williams Companies (WMB) | 0.0 | $79k | 1.1k | 72.78 | |
| Kroger (KR) | 0.0 | $79k | 1.1k | 72.38 | |
| Illinois Tool Works (ITW) | 0.0 | $78k | 300.00 | 260.29 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $77k | 1.8k | 42.55 | |
| Ares Capital Corporation (ARCC) | 0.0 | $76k | 4.2k | 18.02 | |
| CenterPoint Energy (CNP) | 0.0 | $76k | 1.8k | 43.16 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $75k | 741.00 | 100.75 | |
| Core Scientific *w Exp 01/23/202 (CORZW) | 0.0 | $75k | 8.5k | 8.74 | |
| Cardinal Health (CAH) | 0.0 | $74k | 350.00 | 211.31 | |
| Hershey Company (HSY) | 0.0 | $73k | 350.00 | 207.89 | |
| Citizens Financial (CFG) | 0.0 | $72k | 1.2k | 59.97 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $72k | 183.00 | 391.76 | |
| Expeditors International of Washington (EXPD) | 0.0 | $72k | 500.00 | 143.23 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $71k | 670.00 | 106.15 | |
| CoStar (CSGP) | 0.0 | $71k | 1.8k | 40.34 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $71k | 1.2k | 59.15 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $71k | 1.5k | 47.15 | |
| Horizon Ban (HBNC) | 0.0 | $68k | 4.1k | 16.57 | |
| Capital One Financial (COF) | 0.0 | $68k | 370.00 | 182.43 | |
| Intapp (INTA) | 0.0 | $67k | 2.6k | 25.69 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $66k | 346.00 | 191.81 | |
| ConocoPhillips (COP) | 0.0 | $65k | 495.00 | 132.00 | |
| Paychex (PAYX) | 0.0 | $65k | 705.00 | 92.12 | |
| Suncor Energy (SU) | 0.0 | $65k | 981.00 | 66.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $65k | 152.00 | 426.40 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $65k | 1.5k | 42.70 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $63k | 628.00 | 100.66 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $63k | 329.00 | 191.92 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $63k | 666.00 | 93.97 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $60k | 163.00 | 370.68 | |
| 3M Company (MMM) | 0.0 | $60k | 416.00 | 145.23 | |
| Booking Holdings (BKNG) | 0.0 | $59k | 14.00 | 4210.29 | |
| Canadian Natural Resources (CNQ) | 0.0 | $59k | 1.2k | 48.73 | |
| Simon Property (SPG) | 0.0 | $58k | 310.00 | 186.53 | |
| Northern Trust Corporation (NTRS) | 0.0 | $57k | 405.00 | 139.57 | |
| L3harris Technologies (LHX) | 0.0 | $55k | 158.00 | 345.15 | |
| Murphy Usa (MUSA) | 0.0 | $54k | 110.00 | 493.97 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $54k | 739.00 | 73.14 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $54k | 649.00 | 82.75 | |
| Monolithic Power Systems (MPWR) | 0.0 | $54k | 49.00 | 1093.35 | |
| Coty Com Cl A (COTY) | 0.0 | $53k | 27k | 2.01 | |
| salesforce (CRM) | 0.0 | $53k | 282.00 | 186.67 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $53k | 401.00 | 130.94 | |
| Cme (CME) | 0.0 | $52k | 175.00 | 295.35 | |
| CVS Caremark Corporation (CVS) | 0.0 | $51k | 711.00 | 71.87 | |
| FirstEnergy (FE) | 0.0 | $51k | 999.00 | 50.66 | |
| Core Scientific (CORZ) | 0.0 | $50k | 3.4k | 14.96 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $50k | 625.00 | 80.05 | |
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $50k | 1.1k | 45.34 | |
| Markel Corporation (MKL) | 0.0 | $50k | 26.00 | 1914.08 | |
| Evergy (EVRG) | 0.0 | $50k | 605.00 | 81.92 | |
| Ameriprise Financial (AMP) | 0.0 | $49k | 111.00 | 444.40 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $49k | 16k | 3.07 | |
| MetLife (MET) | 0.0 | $49k | 687.00 | 70.72 | |
| Nike CL B (NKE) | 0.0 | $48k | 911.00 | 52.82 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $48k | 367.00 | 130.95 | |
| Garmin SHS (GRMN) | 0.0 | $47k | 204.00 | 232.01 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $47k | 352.00 | 132.90 | |
| Church & Dwight (CHD) | 0.0 | $47k | 500.00 | 93.32 | |
| EastGroup Properties (EGP) | 0.0 | $46k | 250.00 | 185.19 | |
| Loews Corporation (L) | 0.0 | $46k | 431.00 | 106.74 | |
| Public Storage (PSA) | 0.0 | $46k | 168.00 | 270.88 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $45k | 665.00 | 67.53 | |
| Trustmark Corporation (TRMK) | 0.0 | $45k | 1.1k | 42.14 | |
| NiSource (NI) | 0.0 | $43k | 925.00 | 46.66 | |
| Trane Technologies SHS (TT) | 0.0 | $43k | 102.00 | 416.74 | |
| Southwest Airlines (LUV) | 0.0 | $43k | 1.1k | 37.57 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $42k | 500.00 | 84.44 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $42k | 19.00 | 2196.95 | |
| Fortune Brands (FBIN) | 0.0 | $42k | 1.1k | 38.97 | |
| Freshworks Class A Com (FRSH) | 0.0 | $41k | 5.1k | 8.03 | |
| Sentinelone Cl A (S) | 0.0 | $40k | 3.1k | 12.88 | |
| UnitedHealth (UNH) | 0.0 | $39k | 145.00 | 271.12 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $39k | 2.0k | 19.30 | |
| Mattel (MAT) | 0.0 | $39k | 2.7k | 14.53 | |
| Zimmer Holdings (ZBH) | 0.0 | $39k | 430.00 | 90.42 | |
| Ark Etf Tr Blockchain & Fin (ARKF) | 0.0 | $38k | 1.0k | 38.01 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $38k | 76.00 | 499.66 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $38k | 935.00 | 40.47 | |
| Peak (DOC) | 0.0 | $38k | 2.3k | 16.43 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $37k | 350.00 | 106.21 | |
| Newmont Mining Corporation (NEM) | 0.0 | $37k | 341.00 | 108.25 | |
| Devon Energy Corporation (DVN) | 0.0 | $37k | 732.00 | 50.32 | |
| Atmos Energy Corporation (ATO) | 0.0 | $37k | 199.00 | 184.72 | |
| Cigna Corp (CI) | 0.0 | $37k | 137.00 | 266.75 | |
| EOG Resources (EOG) | 0.0 | $36k | 250.00 | 144.57 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (QQQM) | 0.0 | $36k | 1.3k | 28.08 | |
| MasTec (MTZ) | 0.0 | $36k | 112.00 | 321.74 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $36k | 1.5k | 23.08 | |
| Boeing Company (BA) | 0.0 | $36k | 179.00 | 199.04 | |
| Ford Motor Company (F) | 0.0 | $36k | 3.1k | 11.54 | |
| American Tower Reit (AMT) | 0.0 | $35k | 203.00 | 172.58 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $35k | 500.00 | 69.37 | |
| Genuine Parts Company (GPC) | 0.0 | $34k | 325.00 | 105.75 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $34k | 160.00 | 213.67 | |
| Palo Alto Networks (PANW) | 0.0 | $33k | 208.00 | 160.32 | |
| Metropcs Communications (TMUS) | 0.0 | $33k | 157.00 | 209.52 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $33k | 2.2k | 14.77 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $32k | 480.00 | 67.60 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $32k | 65.00 | 491.52 | |
| AmerisourceBergen (COR) | 0.0 | $31k | 100.00 | 314.14 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $31k | 650.00 | 48.18 | |
| Bk Nova Cad (BNS) | 0.0 | $31k | 450.00 | 69.31 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $31k | 650.00 | 47.72 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $30k | 420.00 | 71.77 | |
| Baxter International (BAX) | 0.0 | $30k | 1.8k | 16.80 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $29k | 1.1k | 26.60 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $29k | 263.00 | 110.86 | |
| HealthStream (HSTM) | 0.0 | $29k | 1.4k | 20.71 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $29k | 1.1k | 25.64 | |
| International Paper Company (IP) | 0.0 | $29k | 803.00 | 35.70 | |
| Procore Technologies (PCOR) | 0.0 | $29k | 500.00 | 57.00 | |
| Cheniere Energy Com New (LNG) | 0.0 | $28k | 100.00 | 283.76 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $28k | 300.00 | 94.11 | |
| PPG Industries (PPG) | 0.0 | $28k | 263.00 | 106.78 | |
| Yum China Holdings (YUMC) | 0.0 | $28k | 575.00 | 48.78 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $28k | 316.00 | 88.42 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $28k | 128.00 | 216.58 | |
| Hp (HPQ) | 0.0 | $28k | 1.4k | 19.21 | |
| Marvell Technology (MRVL) | 0.0 | $27k | 275.00 | 99.05 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $27k | 320.00 | 85.02 | |
| Steel Dynamics (STLD) | 0.0 | $27k | 150.00 | 180.00 | |
| DNP Select Income Fund (DNP) | 0.0 | $27k | 2.6k | 10.30 | |
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $27k | 692.00 | 38.24 | |
| American Intl Group Com New (AIG) | 0.0 | $26k | 347.00 | 75.16 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $25k | 480.00 | 52.76 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $25k | 498.00 | 50.30 | |
| Fidelity National Information Services (FIS) | 0.0 | $25k | 525.00 | 46.91 | |
| Nuveen Equity Premium and Growth Fund (SPXX) | 0.0 | $24k | 1.5k | 16.07 | |
| Nucor Corporation (NUE) | 0.0 | $24k | 143.00 | 169.10 | |
| Paypal Holdings (PYPL) | 0.0 | $24k | 533.00 | 45.26 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $24k | 1.3k | 19.23 | |
| Avista Corporation (AVA) | 0.0 | $24k | 600.00 | 40.14 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $24k | 300.00 | 79.56 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $24k | 750.00 | 31.78 | |
| Fifth Third Ban (FITB) | 0.0 | $24k | 506.00 | 46.46 | |
| AGCO Corporation (AGCO) | 0.0 | $23k | 202.00 | 115.87 | |
| Rockwell Automation (ROK) | 0.0 | $23k | 65.00 | 358.88 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $23k | 180.00 | 128.12 | |
| Essential Utils (WTRG) | 0.0 | $23k | 560.00 | 40.27 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $23k | 1.0k | 22.53 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $23k | 330.00 | 68.14 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $22k | 107.00 | 209.02 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $22k | 246.00 | 90.55 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $22k | 452.00 | 48.93 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $22k | 100.00 | 218.75 | |
| Acuity Brands (AYI) | 0.0 | $22k | 78.00 | 280.22 | |
| W.W. Grainger (GWW) | 0.0 | $22k | 20.00 | 1090.80 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $22k | 2.4k | 8.99 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $22k | 425.00 | 50.95 | |
| Cintas Corporation (CTAS) | 0.0 | $22k | 128.00 | 169.14 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $21k | 172.00 | 124.31 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $21k | 200.00 | 106.50 | |
| Eversource Energy (ES) | 0.0 | $21k | 300.00 | 69.28 | |
| O'reilly Automotive (ORLY) | 0.0 | $21k | 225.00 | 92.31 | |
| Northfield Bancorp (NFBK) | 0.0 | $21k | 1.5k | 13.54 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $20k | 483.00 | 42.31 | |
| Cbre Group Cl A (CBRE) | 0.0 | $20k | 150.00 | 135.46 | |
| Expedia Group Com New (EXPE) | 0.0 | $20k | 87.00 | 230.89 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $20k | 168.00 | 118.51 | |
| SLB Com Stk (SLB) | 0.0 | $20k | 387.00 | 51.41 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $20k | 810.00 | 24.27 | |
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $19k | 405.00 | 47.37 | |
| Ishares Tr Core 30/70 Conse (AOK) | 0.0 | $19k | 475.00 | 39.89 | |
| Cenovus Energy (CVE) | 0.0 | $19k | 709.00 | 26.53 | |
| Biogen Idec (BIIB) | 0.0 | $18k | 100.00 | 183.33 | |
| Greenbrier Companies (GBX) | 0.0 | $17k | 326.00 | 52.65 | |
| Clorox Company (CLX) | 0.0 | $17k | 165.00 | 103.63 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $17k | 50.00 | 337.96 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $17k | 190.00 | 88.16 | |
| Albemarle Corporation (ALB) | 0.0 | $17k | 93.00 | 179.53 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $17k | 417.00 | 39.52 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $16k | 279.00 | 58.78 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $16k | 411.00 | 39.38 | |
| Liveramp Holdings (RAMP) | 0.0 | $16k | 600.00 | 26.52 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $16k | 190.00 | 82.57 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $16k | 191.00 | 81.98 | |
| First Industrial Realty Trust (FR) | 0.0 | $15k | 266.00 | 57.85 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $15k | 100.00 | 151.28 | |
| Farmland Partners (FPI) | 0.0 | $15k | 1.3k | 11.23 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $15k | 98.00 | 151.41 | |
| Affiliated Managers (AMG) | 0.0 | $15k | 53.00 | 276.70 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $15k | 75.00 | 194.15 | |
| Zscaler Incorporated (ZS) | 0.0 | $15k | 103.00 | 140.29 | |
| Murphy Oil Corporation (MUR) | 0.0 | $14k | 350.00 | 41.25 | |
| Kimco Realty Corporation (KIM) | 0.0 | $14k | 633.00 | 22.47 | |
| Snowflake Com Shs (SNOW) | 0.0 | $14k | 94.00 | 150.82 | |
| PPL Corporation (PPL) | 0.0 | $14k | 368.00 | 38.20 | |
| York Water Company (YORW) | 0.0 | $14k | 457.00 | 30.45 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 0.0 | $14k | 150.00 | 91.64 | |
| Vulcan Materials Company (VMC) | 0.0 | $13k | 49.00 | 272.31 | |
| Anthem (ELV) | 0.0 | $13k | 45.00 | 292.76 | |
| Digital Realty Trust (DLR) | 0.0 | $13k | 73.00 | 180.21 | |
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $13k | 468.00 | 27.63 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $13k | 118.00 | 108.98 | |
| American Water Works (AWK) | 0.0 | $13k | 94.00 | 136.09 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $13k | 100.00 | 126.37 | |
| Dover Corporation (DOV) | 0.0 | $13k | 60.00 | 209.93 | |
| Gilead Sciences (GILD) | 0.0 | $13k | 90.00 | 139.37 | |
| M&T Bank Corporation (MTB) | 0.0 | $12k | 60.00 | 206.72 | |
| Martin Marietta Materials (MLM) | 0.0 | $12k | 21.00 | 588.67 | |
| Owens Corning (OC) | 0.0 | $12k | 110.00 | 108.22 | |
| Starbucks Corporation (SBUX) | 0.0 | $12k | 132.00 | 89.59 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $12k | 310.00 | 37.44 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $12k | 130.00 | 89.04 | |
| Stryker Corporation (SYK) | 0.0 | $12k | 35.00 | 328.60 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $11k | 144.00 | 78.08 | |
| General Mills (GIS) | 0.0 | $11k | 300.00 | 37.22 | |
| Dell Technologies CL C (DELL) | 0.0 | $11k | 68.00 | 164.13 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 38.00 | 290.50 | |
| Globe Life (GL) | 0.0 | $11k | 78.00 | 139.17 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $11k | 200.00 | 54.05 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $11k | 517.00 | 20.90 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $11k | 1.0k | 10.76 | |
| Servicenow (NOW) | 0.0 | $9.9k | 95.00 | 104.55 | |
| Aramark Hldgs (ARMK) | 0.0 | $9.9k | 245.00 | 40.54 | |
| Commercial Metals Company (CMC) | 0.0 | $9.8k | 160.00 | 61.43 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $9.7k | 823.00 | 11.73 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $9.5k | 208.00 | 45.89 | |
| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $9.4k | 376.00 | 24.98 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $9.3k | 774.00 | 12.05 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $9.1k | 85.00 | 106.68 | |
| Rocket Lab Corp (RKLB) | 0.0 | $9.0k | 140.00 | 64.22 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $9.0k | 140.00 | 64.08 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $9.0k | 57.00 | 157.35 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $9.0k | 200.00 | 44.76 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.9k | 375.00 | 23.81 | |
| Regency Centers Corporation (REG) | 0.0 | $8.9k | 117.00 | 75.66 | |
| ConAgra Foods (CAG) | 0.0 | $8.6k | 550.00 | 15.72 | |
| Starwood Property Trust (STWD) | 0.0 | $8.6k | 500.00 | 17.22 | |
| Bank Ozk (OZK) | 0.0 | $8.5k | 186.00 | 45.89 | |
| Micron Technology (MU) | 0.0 | $8.4k | 25.00 | 337.84 | |
| Cohu (COHU) | 0.0 | $8.3k | 272.00 | 30.62 | |
| Dollar General (DG) | 0.0 | $8.3k | 70.00 | 118.73 | |
| Lamb Weston Hldgs (LW) | 0.0 | $7.7k | 183.00 | 42.26 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $7.6k | 36.00 | 211.08 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $7.5k | 175.00 | 43.06 | |
| Omni (OMC) | 0.0 | $7.5k | 100.00 | 75.31 | |
| Oneok (OKE) | 0.0 | $7.5k | 83.00 | 90.39 | |
| Omega Healthcare Investors (OHI) | 0.0 | $7.5k | 171.00 | 43.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $7.4k | 30.00 | 248.00 | |
| Tidal Trust I Sound Enhanced (FXED) | 0.0 | $7.4k | 430.00 | 17.21 | |
| Host Hotels & Resorts (HST) | 0.0 | $7.3k | 380.00 | 19.16 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $7.2k | 144.00 | 50.22 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $7.0k | 250.00 | 27.85 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $7.0k | 141.00 | 49.30 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $6.9k | 155.00 | 44.45 | |
| Rayonier (RYN) | 0.0 | $6.9k | 333.00 | 20.62 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $6.6k | 825.00 | 8.04 | |
| Encompass Health Corp (EHC) | 0.0 | $6.4k | 66.00 | 96.73 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $6.4k | 296.00 | 21.49 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $6.0k | 226.00 | 26.72 | |
| Totalenergies Se Act (TTE) | 0.0 | $6.0k | 66.00 | 90.98 | |
| Celanese Corporation (CE) | 0.0 | $6.0k | 91.00 | 65.77 | |
| Smurfit Westrock SHS (SW) | 0.0 | $6.0k | 150.00 | 39.85 | |
| Msci (MSCI) | 0.0 | $5.9k | 11.00 | 539.00 | |
| Steris Shs Usd (STE) | 0.0 | $5.5k | 25.00 | 221.12 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $5.3k | 147.00 | 36.16 | |
| Universal Corporation (UVV) | 0.0 | $5.3k | 100.00 | 52.70 | |
| CNO Financial (CNO) | 0.0 | $5.2k | 127.00 | 41.06 | |
| Ingersoll Rand (IR) | 0.0 | $5.2k | 65.00 | 80.12 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $5.1k | 31.00 | 166.06 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $5.1k | 205.00 | 25.07 | |
| Iqvia Holdings (IQV) | 0.0 | $5.1k | 30.00 | 170.53 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $5.1k | 16.00 | 318.06 | |
| Moderna (MRNA) | 0.0 | $5.1k | 100.00 | 50.80 | |
| Fiserv (FISV) | 0.0 | $5.0k | 90.00 | 55.80 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $5.0k | 400.00 | 12.40 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $4.9k | 170.00 | 29.08 | |
| Allegion Ord Shs (ALLE) | 0.0 | $4.9k | 34.00 | 145.29 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $4.9k | 150.00 | 32.43 | |
| Public Service Enterprise (PEG) | 0.0 | $4.9k | 60.00 | 81.03 | |
| Whitestone REIT (WSR) | 0.0 | $4.8k | 300.00 | 16.15 | |
| Transocean Registered Shs (RIG) | 0.0 | $4.6k | 700.00 | 6.63 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $4.6k | 325.00 | 14.28 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $4.6k | 250.00 | 18.38 | |
| SkyWest (SKYW) | 0.0 | $4.6k | 50.00 | 91.84 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $4.6k | 30.00 | 152.77 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $4.4k | 361.00 | 12.09 | |
| Southwest Gas Corporation (SWX) | 0.0 | $4.3k | 50.00 | 86.96 | |
| Tilray Brands (TLRY) | 0.0 | $4.3k | 670.00 | 6.47 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $4.3k | 66.00 | 65.00 | |
| Pool Corporation (POOL) | 0.0 | $4.0k | 20.00 | 202.35 | |
| Jack Henry & Associates (JKHY) | 0.0 | $4.0k | 25.00 | 158.04 | |
| Golub Capital BDC (GBDC) | 0.0 | $3.9k | 310.00 | 12.66 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $3.9k | 60.00 | 65.30 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $3.9k | 150.00 | 25.88 | |
| Globus Med Cl A (GMED) | 0.0 | $3.9k | 45.00 | 86.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.8k | 30.00 | 125.47 | |
| Maplebear (CART) | 0.0 | $3.7k | 100.00 | 37.46 | |
| Strategy Cl A New (MSTR) | 0.0 | $3.7k | 30.00 | 124.80 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $3.7k | 53.00 | 70.19 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $3.7k | 100.00 | 36.75 | |
| Realty Income (O) | 0.0 | $3.7k | 60.00 | 61.18 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $3.6k | 42.00 | 86.14 | |
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $3.5k | 204.00 | 17.07 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $3.5k | 193.00 | 18.00 | |
| MercadoLibre (MELI) | 0.0 | $3.5k | 2.00 | 1729.00 | |
| Vici Pptys (VICI) | 0.0 | $3.4k | 125.00 | 27.32 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.3k | 100.00 | 32.95 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $3.3k | 42.00 | 77.48 | |
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $3.1k | 296.00 | 10.51 | |
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $3.0k | 65.00 | 46.38 | |
| Whirlpool Corporation (WHR) | 0.0 | $2.9k | 54.00 | 53.93 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $2.9k | 96.00 | 29.99 | |
| IDEX Corporation (IEX) | 0.0 | $2.8k | 15.00 | 189.53 | |
| Capitol Federal Financial (CFFN) | 0.0 | $2.7k | 375.00 | 7.13 | |
| Kentucky First Federal Ban (KFFB) | 0.0 | $2.6k | 603.00 | 4.30 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.5k | 50.00 | 49.86 | |
| J&J Snack Foods (JJSF) | 0.0 | $2.5k | 31.00 | 79.26 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.4k | 55.00 | 44.36 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $2.3k | 25.00 | 92.04 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $2.2k | 53.00 | 42.25 | |
| Paycom Software (PAYC) | 0.0 | $2.2k | 18.00 | 123.17 | |
| SYNNEX Corporation (SNX) | 0.0 | $2.0k | 12.00 | 168.75 | |
| Venture Global Com Cl A (VG) | 0.0 | $2.0k | 125.00 | 15.76 | |
| Viatris (VTRS) | 0.0 | $1.9k | 140.00 | 13.50 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $1.8k | 105.00 | 17.54 | |
| Global Net Lease Com New (GNL) | 0.0 | $1.8k | 195.00 | 9.36 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $1.8k | 97.00 | 18.40 | |
| D.R. Horton (DHI) | 0.0 | $1.8k | 13.00 | 137.23 | |
| Henry Schein (HSIC) | 0.0 | $1.8k | 24.00 | 73.71 | |
| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $1.7k | 146.00 | 11.93 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.7k | 160.00 | 10.88 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.7k | 7.00 | 247.14 | |
| Spdr Series Trust State Street Spd (PSK) | 0.0 | $1.7k | 56.00 | 30.84 | |
| Chiron Real Estate Com New (XRN) | 0.0 | $1.7k | 52.00 | 33.08 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $1.7k | 124.00 | 13.76 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $1.7k | 34.00 | 49.62 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $1.6k | 8.00 | 206.12 | |
| Gartner (IT) | 0.0 | $1.6k | 10.00 | 158.30 | |
| Janone (ALTS) | 0.0 | $1.6k | 1.4k | 1.11 | |
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $1.5k | 92.00 | 16.59 | |
| PG&E Corporation (PCG) | 0.0 | $1.5k | 86.00 | 17.57 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.4k | 2.00 | 697.50 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $1.3k | 60.00 | 22.12 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $1.3k | 1.00 | 1321.00 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $1.3k | 13.00 | 99.85 | |
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $1.3k | 20.00 | 64.35 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.2k | 61.00 | 19.69 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.2k | 12.00 | 97.25 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $1.1k | 40.00 | 28.73 | |
| Dollar Tree (DLTR) | 0.0 | $1.1k | 10.00 | 109.50 | |
| Kenvue (KVUE) | 0.0 | $1.0k | 60.00 | 17.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $893.000000 | 2.00 | 446.50 | |
| Sea Sponsord Ads (SE) | 0.0 | $828.000000 | 10.00 | 82.80 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $825.991400 | 269.00 | 3.07 | |
| Cloudflare Cl A Com (NET) | 0.0 | $825.000000 | 4.00 | 206.25 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $801.000000 | 5.00 | 160.20 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $781.000000 | 2.00 | 390.50 | |
| Lucid Group Com New (LCID) | 0.0 | $714.997500 | 75.00 | 9.53 | |
| Wabtec Corporation (WAB) | 0.0 | $500.000000 | 2.00 | 250.00 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $463.000000 | 1.00 | 463.00 | |
| Alcon Ord Shs (ALC) | 0.0 | $451.999800 | 6.00 | 75.33 | |
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $397.000000 | 20.00 | 19.85 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $392.000000 | 2.00 | 196.00 | |
| Organon & Co Common Stock (OGN) | 0.0 | $376.998300 | 63.00 | 5.98 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $351.000000 | 2.00 | 175.50 | |
| Tyler Technologies (TYL) | 0.0 | $342.000000 | 1.00 | 342.00 | |
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $340.995000 | 150.00 | 2.27 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $332.000100 | 3.00 | 110.67 | |
| Aurora Cannabis (ACB) | 0.0 | $215.998200 | 66.00 | 3.27 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $212.000000 | 4.00 | 53.00 | |
| Medical Properties Trust (MPT) | 0.0 | $193.998000 | 42.00 | 4.62 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $182.000000 | 8.00 | 22.75 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $129.000000 | 3.00 | 43.00 | |
| Canopy Growth Corporation Com New (CGC) | 0.0 | $95.000000 | 100.00 | 0.95 | |
| Penn National Gaming (PENN) | 0.0 | $75.000000 | 5.00 | 15.00 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.0 | $65.000000 | 13.00 | 5.00 | |
| Camping World Hldgs Cl A (CWH) | 0.0 | $27.000000 | 4.00 | 6.75 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $27.000000 | 3.00 | 9.00 | |
| Westport Fuel Systems (WPRT) | 0.0 | $27.000000 | 15.00 | 1.80 | |
| Advansix (ASIX) | 0.0 | $24.000000 | 1.00 | 24.00 | |
| Klx Energy Services Holdings Com New (KLXE) | 0.0 | $5.000000 | 2.00 | 2.50 | |
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $4.000000 | 4.00 | 1.00 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $0 | 0 | 0.00 |