Delta Asset Management as of June 30, 2026
Portfolio Holdings for Delta Asset Management
Delta Asset Management holds 599 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.4 | $155M | 416k | 373.02 | |
| Goldman Sachs (GS) | 6.6 | $76M | 75k | 1011.37 | |
| Eaton Corp SHS (ETN) | 5.0 | $58M | 135k | 426.12 | |
| Caterpillar (CAT) | 4.9 | $57M | 54k | 1064.90 | |
| Wal-Mart Stores (WMT) | 4.7 | $54M | 478k | 113.26 | |
| S&p Global (SPGI) | 4.4 | $51M | 126k | 407.26 | |
| Lowe's Companies (LOW) | 4.3 | $50M | 225k | 220.49 | |
| Carrier Global Corporation (CARR) | 3.0 | $35M | 477k | 73.35 | |
| Procter & Gamble Company (PG) | 2.9 | $34M | 230k | 146.64 | |
| Wells Fargo & Company (WFC) | 2.9 | $33M | 403k | 82.64 | |
| SYSCO Corporation (SYY) | 2.8 | $32M | 381k | 83.58 | |
| Bank of New York Mellon Corporation (BNY) | 2.7 | $31M | 217k | 144.61 | |
| Walt Disney Company (DIS) | 2.2 | $25M | 261k | 96.25 | |
| Enbridge (ENB) | 2.0 | $24M | 437k | 54.21 | |
| Honeywell International (HON) | 1.9 | $22M | 100k | 223.93 | |
| Honeywell Aerospace (HONA) | 1.9 | $22M | 99k | 221.07 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $22M | 115k | 189.73 | |
| Ecolab (ECL) | 1.9 | $22M | 78k | 278.61 | |
| United Parcel Svcs CL B (UPS) | 1.7 | $19M | 180k | 107.50 | |
| Becton, Dickinson and (BDX) | 1.6 | $18M | 121k | 151.33 | |
| Stanley Black & Decker (SWK) | 1.5 | $18M | 189k | 94.12 | |
| Avery Dennison Corporation (AVY) | 1.5 | $17M | 104k | 162.35 | |
| Emerson Electric (EMR) | 1.3 | $16M | 108k | 143.15 | |
| Truist Financial Corp equities (TFC) | 1.3 | $15M | 304k | 49.82 | |
| Apple (AAPL) | 1.2 | $13M | 46k | 289.36 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $12M | 488k | 24.55 | |
| Johnson & Johnson (JNJ) | 0.9 | $10M | 40k | 253.97 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $10M | 81k | 124.44 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $9.9M | 189k | 52.41 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $8.9M | 65k | 136.72 | |
| Abbvie (ABBV) | 0.7 | $7.7M | 30k | 251.64 | |
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.5 | $5.8M | 194k | 30.01 | |
| Waters Corporation (WAT) | 0.5 | $5.7M | 15k | 375.04 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $5.3M | 26k | 205.02 | |
| Otis Worldwide Corp (OTIS) | 0.4 | $4.9M | 68k | 71.60 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $4.5M | 61k | 73.41 | |
| NVIDIA Corporation (NVDA) | 0.4 | $4.4M | 22k | 200.09 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.4M | 13k | 327.32 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.4 | $4.4M | 49k | 88.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.3M | 8.7k | 500.39 | |
| Bristol Myers Squibb (BMY) | 0.4 | $4.3M | 75k | 57.62 | |
| Corecivic (CXW) | 0.4 | $4.3M | 143k | 30.38 | |
| Intel Corporation (INTC) | 0.3 | $3.7M | 26k | 139.63 | |
| Home Depot (HD) | 0.3 | $3.5M | 9.8k | 352.69 | |
| Old Republic International Corporation (ORI) | 0.3 | $3.4M | 82k | 40.92 | |
| Amazon (AMZN) | 0.3 | $3.1M | 13k | 238.34 | |
| Verizon Communications (VZ) | 0.3 | $3.0M | 70k | 42.34 | |
| Abbott Laboratories (ABT) | 0.2 | $2.8M | 31k | 90.74 | |
| At&t (T) | 0.2 | $2.8M | 133k | 20.70 | |
| First Horizon National Corporation (FHN) | 0.2 | $2.8M | 107k | 25.64 | |
| Pfizer (PFE) | 0.2 | $2.5M | 106k | 24.08 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.4M | 3.2k | 746.77 | |
| FedEx Corporation (FDX) | 0.2 | $2.3M | 7.5k | 313.13 | |
| Waste Management (WM) | 0.2 | $2.3M | 10k | 222.88 | |
| Morgan Stanley Com New (MS) | 0.2 | $2.3M | 11k | 209.04 | |
| Cracker Barrel Old Country Store (CBRL) | 0.2 | $2.2M | 42k | 53.30 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | 3.00 | 748850.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.2M | 6.2k | 357.36 | |
| Ge Aerospace Com New (GE) | 0.2 | $2.0M | 5.3k | 373.73 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | 2.1k | 935.47 | |
| McDonald's Corporation (MCD) | 0.2 | $1.8M | 6.8k | 270.30 | |
| Cisco Systems (CSCO) | 0.2 | $1.7M | 15k | 117.46 | |
| Chevron Corporation (CVX) | 0.1 | $1.7M | 10k | 165.76 | |
| Mid-America Apartment (MAA) | 0.1 | $1.7M | 12k | 138.94 | |
| Meta Platforms Cl A (META) | 0.1 | $1.6M | 2.9k | 563.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.6M | 4.7k | 353.33 | |
| Merck & Co (MRK) | 0.1 | $1.6M | 12k | 128.50 | |
| Ge Vernova (GEV) | 0.1 | $1.6M | 1.3k | 1174.86 | |
| Consolidated Edison (ED) | 0.1 | $1.5M | 14k | 110.63 | |
| Visa Com Cl A (V) | 0.1 | $1.5M | 4.4k | 343.09 | |
| Pepsi (PEP) | 0.1 | $1.5M | 11k | 135.40 | |
| Coca-Cola Company (KO) | 0.1 | $1.4M | 18k | 81.27 | |
| International Business Machines (IBM) | 0.1 | $1.4M | 5.0k | 281.21 | |
| AutoZone (AZO) | 0.1 | $1.2M | 383.00 | 3195.94 | |
| Southern Company (SO) | 0.1 | $1.1M | 12k | 95.71 | |
| Marriott Intl Cl A (MAR) | 0.1 | $1.1M | 3.0k | 370.59 | |
| Philip Morris International (PM) | 0.1 | $1.0M | 5.7k | 180.91 | |
| Citigroup Com New (C) | 0.1 | $1.0M | 7.3k | 139.96 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $999k | 1.3k | 748.89 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $937k | 2.5k | 370.04 | |
| Bank of America Corporation (BAC) | 0.1 | $905k | 16k | 56.98 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $892k | 35k | 25.48 | |
| Valmont Industries (VMI) | 0.1 | $879k | 1.5k | 577.60 | |
| Oracle Corporation (ORCL) | 0.1 | $876k | 6.0k | 146.55 | |
| Advanced Micro Devices (AMD) | 0.1 | $870k | 1.5k | 580.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $861k | 1.2k | 736.40 | |
| Applied Materials (AMAT) | 0.1 | $830k | 1.1k | 723.29 | |
| Qnity Electronics Common Stock (Q) | 0.1 | $809k | 5.0k | 163.31 | |
| Eli Lilly & Co. (LLY) | 0.1 | $805k | 671.00 | 1199.59 | |
| Altria (MO) | 0.1 | $794k | 11k | 71.95 | |
| Corteva (CTVA) | 0.1 | $731k | 8.6k | 84.69 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $702k | 1.0k | 686.74 | |
| Fastenal Company (FAST) | 0.1 | $692k | 14k | 48.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $684k | 20k | 33.84 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $662k | 6.0k | 109.77 | |
| Dow (DOW) | 0.1 | $650k | 24k | 27.36 | |
| Colgate-Palmolive Company (CL) | 0.1 | $645k | 7.0k | 91.68 | |
| Prologis (PLD) | 0.1 | $641k | 4.7k | 135.47 | |
| PNC Financial Services (PNC) | 0.1 | $627k | 2.5k | 246.22 | |
| Deere & Company (DE) | 0.1 | $626k | 987.00 | 634.33 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $594k | 10k | 57.84 | |
| Kraft Heinz (KHC) | 0.1 | $583k | 25k | 23.62 | |
| Enterprise Products Partners (EPD) | 0.1 | $579k | 16k | 36.76 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $562k | 3.7k | 151.00 | |
| Norfolk Southern (NSC) | 0.0 | $556k | 1.8k | 314.58 | |
| Regions Financial Corporation (RF) | 0.0 | $545k | 18k | 30.20 | |
| American Express Company (AXP) | 0.0 | $520k | 1.5k | 338.25 | |
| Ubiquiti (UI) | 0.0 | $483k | 905.00 | 534.15 | |
| Union Pacific Corporation (UNP) | 0.0 | $441k | 1.6k | 272.00 | |
| Ufp Industries (UFPI) | 0.0 | $432k | 4.8k | 90.74 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $430k | 937.00 | 459.13 | |
| American Electric Power Company (AEP) | 0.0 | $427k | 3.1k | 136.82 | |
| Weyerhaeuser Com New (WY) | 0.0 | $418k | 17k | 23.94 | |
| Travelers Companies (TRV) | 0.0 | $417k | 1.3k | 330.12 | |
| Us Bancorp Com New (USB) | 0.0 | $416k | 6.9k | 60.40 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $409k | 5.4k | 76.40 | |
| Ventas (VTR) | 0.0 | $397k | 4.5k | 88.80 | |
| Timberland Ban (TSBK) | 0.0 | $394k | 8.8k | 44.81 | |
| Unum (UNM) | 0.0 | $387k | 4.3k | 89.40 | |
| Automatic Data Processing (ADP) | 0.0 | $382k | 1.7k | 223.95 | |
| Nextera Energy (NEE) | 0.0 | $381k | 4.3k | 87.77 | |
| Dupont De Nemours Common Stock (DD) | 0.0 | $375k | 2.8k | 135.64 | |
| Allstate Corporation (ALL) | 0.0 | $368k | 1.5k | 237.94 | |
| Amgen (AMGN) | 0.0 | $362k | 999.00 | 362.12 | |
| Sanmina (SANM) | 0.0 | $361k | 1.4k | 253.08 | |
| First American Financial (FAF) | 0.0 | $358k | 5.2k | 68.59 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $356k | 7.2k | 49.41 | |
| AFLAC Incorporated (AFL) | 0.0 | $345k | 2.9k | 117.26 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $333k | 11k | 31.71 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $330k | 3.4k | 98.30 | |
| Linde SHS (LIN) | 0.0 | $323k | 623.00 | 518.94 | |
| Hanover Insurance (THG) | 0.0 | $321k | 1.5k | 214.12 | |
| Qualcomm (QCOM) | 0.0 | $320k | 1.7k | 184.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $319k | 865.00 | 368.38 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $315k | 14k | 22.78 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $308k | 1.2k | 255.67 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $301k | 591.00 | 509.46 | |
| Raymond James Financial (RJF) | 0.0 | $298k | 2.0k | 152.03 | |
| Apollo Global Mgmt (APO) | 0.0 | $272k | 2.3k | 118.31 | |
| Six Flags Entertainment Corp (FUN) | 0.0 | $255k | 12k | 21.30 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $254k | 7.0k | 36.01 | |
| International Flavors & Fragrances (IFF) | 0.0 | $250k | 3.2k | 79.22 | |
| Netflix (NFLX) | 0.0 | $244k | 3.4k | 71.40 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $240k | 2.8k | 86.14 | |
| Ida (IDA) | 0.0 | $233k | 1.5k | 151.32 | |
| DTE Energy Company (DTE) | 0.0 | $230k | 1.5k | 152.37 | |
| Nov (NOV) | 0.0 | $228k | 12k | 18.55 | |
| Capital Group Core Balanced SHS (CGBL) | 0.0 | $227k | 6.0k | 37.96 | |
| Chubb (CB) | 0.0 | $224k | 657.00 | 340.74 | |
| Corning Incorporated (GLW) | 0.0 | $220k | 859.00 | 255.48 | |
| Xylem (XYL) | 0.0 | $216k | 1.8k | 118.21 | |
| Toast Cl A (TOST) | 0.0 | $214k | 7.7k | 27.82 | |
| Lincoln National Corporation (LNC) | 0.0 | $212k | 6.0k | 35.35 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $211k | 4.2k | 50.42 | |
| Sterling Construction Company (STRL) | 0.0 | $210k | 250.00 | 839.36 | |
| Hldgs (UAL) | 0.0 | $204k | 1.5k | 135.99 | |
| Tesla Motors (TSLA) | 0.0 | $199k | 474.00 | 420.60 | |
| Renasant (RNST) | 0.0 | $199k | 4.7k | 42.54 | |
| Home BancShares (HOMB) | 0.0 | $193k | 6.8k | 28.55 | |
| Shell Spon Ads (SHEL) | 0.0 | $192k | 2.5k | 77.54 | |
| Roblox Corp Cl A (RBLX) | 0.0 | $192k | 3.5k | 54.38 | |
| Danaher Corporation (DHR) | 0.0 | $182k | 956.00 | 190.48 | |
| Cummins (CMI) | 0.0 | $182k | 255.00 | 713.21 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $177k | 183.00 | 965.00 | |
| Dominion Resources (D) | 0.0 | $174k | 2.5k | 68.29 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $171k | 1.7k | 98.98 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $170k | 393.00 | 433.33 | |
| Fb Finl (FBK) | 0.0 | $166k | 3.0k | 55.35 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $166k | 1.0k | 158.03 | |
| Unilever Spon Adr New (UL) | 0.0 | $160k | 2.7k | 60.12 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $159k | 7.9k | 20.17 | |
| Medtronic SHS (MDT) | 0.0 | $156k | 2.0k | 78.23 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $155k | 2.9k | 53.11 | |
| Kinder Morgan (KMI) | 0.0 | $153k | 4.8k | 31.97 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $152k | 2.2k | 68.11 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $151k | 5.8k | 25.99 | |
| Constellation Energy (CEG) | 0.0 | $149k | 598.00 | 248.37 | |
| Itt (ITT) | 0.0 | $148k | 750.00 | 197.76 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $144k | 1.7k | 83.31 | |
| Broadcom (AVGO) | 0.0 | $144k | 381.00 | 377.75 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $144k | 1.5k | 96.46 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $142k | 1.6k | 88.86 | |
| McKesson Corporation (MCK) | 0.0 | $138k | 183.00 | 755.29 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $138k | 3.8k | 36.49 | |
| Tractor Supply Company (TSCO) | 0.0 | $134k | 4.2k | 31.61 | |
| Hartford Financial Services (HIG) | 0.0 | $133k | 1.0k | 132.52 | |
| Smucker J M Com New (SJM) | 0.0 | $132k | 1.2k | 112.50 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $129k | 1.5k | 87.71 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $126k | 3.0k | 41.94 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $120k | 348.00 | 343.91 | |
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.0 | $119k | 2.6k | 45.80 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $117k | 1.3k | 91.67 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $116k | 728.00 | 158.66 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $114k | 1.9k | 60.79 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $112k | 764.00 | 146.74 | |
| GSK Sponsored Adr (GSK) | 0.0 | $112k | 2.1k | 52.42 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $112k | 1.7k | 64.01 | |
| Ishares Msci Em Asia Etf (EEMA) | 0.0 | $111k | 950.00 | 116.96 | |
| Blackrock (BLK) | 0.0 | $109k | 113.00 | 961.56 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $109k | 1.2k | 91.21 | |
| Yum! Brands (YUM) | 0.0 | $107k | 670.00 | 159.86 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $107k | 918.00 | 116.67 | |
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $105k | 5.1k | 20.56 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $105k | 1.2k | 90.60 | |
| Sherwin-Williams Company (SHW) | 0.0 | $104k | 302.00 | 344.32 | |
| FactSet Research Systems (FDS) | 0.0 | $104k | 450.00 | 230.08 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $103k | 721.00 | 143.10 | |
| Brinker International (EAT) | 0.0 | $101k | 600.00 | 168.00 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $99k | 653.00 | 152.18 | |
| Exelon Corporation (EXC) | 0.0 | $97k | 2.1k | 46.62 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $95k | 186.00 | 509.31 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $92k | 6.9k | 13.36 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $89k | 419.00 | 212.77 | |
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $89k | 1.8k | 49.28 | |
| Target Corporation (TGT) | 0.0 | $88k | 673.00 | 130.61 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $87k | 900.00 | 96.58 | |
| Uber Technologies (UBER) | 0.0 | $87k | 1.2k | 72.16 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $86k | 717.00 | 119.52 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $85k | 1.5k | 56.31 | |
| Citizens Financial (CFG) | 0.0 | $84k | 1.2k | 70.07 | |
| Cardinal Health (CAH) | 0.0 | $83k | 350.00 | 237.56 | |
| Marvell Technology (MRVL) | 0.0 | $82k | 275.00 | 297.89 | |
| Horizon Ban (HBNC) | 0.0 | $82k | 4.1k | 19.98 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $82k | 1.2k | 67.93 | |
| Expeditors International of Washington (EXPD) | 0.0 | $82k | 500.00 | 162.98 | |
| Illinois Tool Works (ITW) | 0.0 | $81k | 300.00 | 270.47 | |
| Equifax (EFX) | 0.0 | $79k | 500.00 | 158.72 | |
| Williams Companies (WMB) | 0.0 | $79k | 1.1k | 74.34 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $79k | 1.5k | 51.90 | |
| Simon Property (SPG) | 0.0 | $77k | 345.00 | 223.65 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $77k | 721.00 | 107.00 | |
| CenterPoint Energy (CNP) | 0.0 | $77k | 1.8k | 44.04 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $76k | 346.00 | 219.43 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $76k | 608.00 | 124.17 | |
| Ares Capital Corporation (ARCC) | 0.0 | $75k | 4.1k | 18.53 | |
| Capital One Financial (COF) | 0.0 | $74k | 370.00 | 200.62 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $72k | 670.00 | 107.62 | |
| Hershey Company (HSY) | 0.0 | $72k | 410.00 | 175.45 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $70k | 163.00 | 426.40 | |
| 3M Company (MMM) | 0.0 | $67k | 416.00 | 161.91 | |
| Intuit (INTU) | 0.0 | $67k | 258.00 | 261.00 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $67k | 352.00 | 190.52 | |
| Intapp (INTA) | 0.0 | $66k | 2.6k | 25.21 | |
| CVS Caremark Corporation (CVS) | 0.0 | $63k | 611.00 | 103.53 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $63k | 628.00 | 100.67 | |
| Booking Holdings (BKNG) | 0.0 | $62k | 350.00 | 178.24 | |
| UnitedHealth (UNH) | 0.0 | $60k | 145.00 | 416.82 | |
| Kroger (KR) | 0.0 | $60k | 1.1k | 55.54 | |
| Murphy Usa (MUSA) | 0.0 | $59k | 110.00 | 538.87 | |
| Fortune Brands (FBIN) | 0.0 | $59k | 1.1k | 54.90 | |
| MetLife (MET) | 0.0 | $58k | 687.00 | 84.61 | |
| Southwest Airlines (LUV) | 0.0 | $58k | 1.1k | 51.42 | |
| Coty Com Cl A (COTY) | 0.0 | $57k | 27k | 2.16 | |
| salesforce (CRM) | 0.0 | $56k | 358.00 | 156.66 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $56k | 442.00 | 126.58 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $55k | 739.00 | 74.90 | |
| BP Sponsored Adr (BP) | 0.0 | $54k | 1.5k | 36.95 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $54k | 367.00 | 146.11 | |
| Public Storage (PSA) | 0.0 | $54k | 168.00 | 318.31 | |
| Evergy (EVRG) | 0.0 | $52k | 605.00 | 86.43 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $52k | 566.00 | 92.30 | |
| Sentinelone Cl A (S) | 0.0 | $52k | 3.1k | 16.97 | |
| Freshworks Class A Com (FRSH) | 0.0 | $52k | 5.1k | 10.12 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $51k | 665.00 | 77.11 | |
| Ameriprise Financial (AMP) | 0.0 | $51k | 111.00 | 458.76 | |
| Markel Corporation (MKL) | 0.0 | $51k | 26.00 | 1953.00 | |
| EastGroup Properties (EGP) | 0.0 | $51k | 250.00 | 202.64 | |
| Trane Technologies SHS (TT) | 0.0 | $50k | 102.00 | 491.16 | |
| CoStar (CSGP) | 0.0 | $50k | 1.8k | 28.32 | |
| TJX Companies (TJX) | 0.0 | $50k | 327.00 | 151.50 | |
| ConocoPhillips (COP) | 0.0 | $49k | 470.00 | 103.96 | |
| Loews Corporation (L) | 0.0 | $49k | 431.00 | 113.21 | |
| Trustmark Corporation (TRMK) | 0.0 | $49k | 1.1k | 46.01 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $49k | 589.00 | 82.65 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $49k | 4.0k | 12.12 | |
| Garmin SHS (GRMN) | 0.0 | $49k | 204.00 | 237.54 | |
| Church & Dwight (CHD) | 0.0 | $48k | 500.00 | 96.88 | |
| FirstEnergy (FE) | 0.0 | $48k | 999.00 | 47.54 | |
| Canadian Natural Resources (CNQ) | 0.0 | $47k | 1.2k | 39.50 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $47k | 92.00 | 513.60 | |
| Peak (DOC) | 0.0 | $47k | 2.2k | 21.40 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $47k | 500.00 | 93.27 | |
| Entergy Corporation (ETR) | 0.0 | $47k | 406.00 | 114.86 | |
| MasTec (MTZ) | 0.0 | $47k | 112.00 | 416.06 | |
| L3harris Technologies (LHX) | 0.0 | $46k | 158.00 | 290.59 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $46k | 1.5k | 29.54 | |
| NiSource (NI) | 0.0 | $44k | 915.00 | 47.55 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $43k | 350.00 | 123.44 | |
| Ford Motor Company (F) | 0.0 | $42k | 3.0k | 13.90 | |
| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $41k | 16k | 2.59 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $41k | 500.00 | 82.40 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $40k | 935.00 | 42.59 | |
| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.0 | $40k | 1.0k | 39.46 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $39k | 19.00 | 2073.37 | |
| Bk Nova Cad (BNS) | 0.0 | $39k | 450.00 | 86.84 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $39k | 2.0k | 19.12 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $39k | 480.00 | 80.83 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $39k | 160.00 | 242.43 | |
| Boeing Company (BA) | 0.0 | $39k | 179.00 | 216.49 | |
| Cme (CME) | 0.0 | $39k | 175.00 | 220.83 | |
| Genuine Parts Company (GPC) | 0.0 | $38k | 325.00 | 117.98 | |
| HealthStream (HSTM) | 0.0 | $38k | 1.4k | 27.25 | |
| Baxter International (BAX) | 0.0 | $38k | 1.8k | 21.32 | |
| Cigna Corp (CI) | 0.0 | $38k | 137.00 | 275.68 | |
| Nike CL B (NKE) | 0.0 | $37k | 911.00 | 41.05 | |
| Mattel (MAT) | 0.0 | $37k | 2.7k | 13.88 | |
| Zimmer Holdings (ZBH) | 0.0 | $37k | 430.00 | 86.09 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $36k | 305.00 | 117.67 | |
| Newmont Mining Corporation (NEM) | 0.0 | $36k | 381.00 | 93.40 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $36k | 100.00 | 354.57 | |
| Kkr & Co (KKR) | 0.0 | $34k | 375.00 | 91.78 | |
| Atmos Energy Corporation (ATO) | 0.0 | $34k | 199.00 | 172.27 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $34k | 2.2k | 15.77 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $34k | 1.2k | 27.80 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $33k | 70.00 | 477.57 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $33k | 420.00 | 78.95 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $33k | 1.1k | 29.43 | |
| EOG Resources (EOG) | 0.0 | $32k | 250.00 | 129.73 | |
| Rockwell Automation (ROK) | 0.0 | $32k | 65.00 | 495.08 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.0 | $32k | 300.00 | 105.64 | |
| Hp (HPQ) | 0.0 | $32k | 1.4k | 21.94 | |
| Pimco Dynamic Income SHS (PDI) | 0.0 | $31k | 1.9k | 16.70 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $31k | 101.00 | 302.97 | |
| International Paper Company (IP) | 0.0 | $31k | 803.00 | 38.10 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $30k | 320.00 | 95.14 | |
| Devon Energy Corporation (DVN) | 0.0 | $30k | 732.00 | 41.32 | |
| American Tower Reit (AMT) | 0.0 | $30k | 183.00 | 163.57 | |
| Acuity Brands (AYI) | 0.0 | $29k | 78.00 | 376.65 | |
| Dell Technologies CL C (DELL) | 0.0 | $29k | 68.00 | 431.46 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $29k | 1.1k | 26.49 | |
| Micron Technology (MU) | 0.0 | $29k | 25.00 | 1154.28 | |
| Fifth Third Ban (FITB) | 0.0 | $29k | 506.00 | 56.37 | |
| AmerisourceBergen (COR) | 0.0 | $28k | 100.00 | 282.98 | |
| PPG Industries (PPG) | 0.0 | $28k | 233.00 | 121.15 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $28k | 263.00 | 107.13 | |
| Nuveen Equity Premium and Growth Fund (SPXX) | 0.0 | $28k | 1.5k | 18.64 | |
| DNP Select Income Fund (DNP) | 0.0 | $28k | 2.6k | 10.79 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $28k | 316.00 | 88.68 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $28k | 650.00 | 42.66 | |
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $28k | 168.00 | 163.58 | |
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.0 | $27k | 692.00 | 39.65 | |
| W.W. Grainger (GWW) | 0.0 | $27k | 20.00 | 1360.40 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $26k | 180.00 | 146.41 | |
| Metropcs Communications (TMUS) | 0.0 | $26k | 157.00 | 167.57 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $26k | 650.00 | 40.23 | |
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $26k | 246.00 | 104.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $26k | 172.00 | 148.31 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $25k | 148.00 | 170.86 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $25k | 2.3k | 10.90 | |
| Avista Corporation (AVA) | 0.0 | $25k | 600.00 | 40.91 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $25k | 1.3k | 19.51 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $25k | 1.1k | 22.36 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $24k | 100.00 | 242.42 | |
| AGCO Corporation (AGCO) | 0.0 | $24k | 202.00 | 119.70 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $24k | 300.00 | 79.97 | |
| Cheniere Energy Com New (LNG) | 0.0 | $24k | 100.00 | 239.01 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $24k | 452.00 | 52.76 | |
| Proshares Tr S&p Kensho Smrt (MAKX) | 0.0 | $24k | 319.00 | 74.19 | |
| Yum China Holdings (YUMC) | 0.0 | $24k | 575.00 | 40.87 | |
| Paypal Holdings (PYPL) | 0.0 | $23k | 526.00 | 43.15 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $23k | 1.0k | 22.65 | |
| Liveramp Holdings (RAMP) | 0.0 | $23k | 600.00 | 37.64 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $22k | 2.4k | 9.22 | |
| Expedia Group Com New (EXPE) | 0.0 | $22k | 87.00 | 255.89 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $22k | 480.00 | 45.52 | |
| Cintas Corporation (CTAS) | 0.0 | $22k | 128.00 | 170.08 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $22k | 425.00 | 51.05 | |
| Eversource Energy (ES) | 0.0 | $22k | 300.00 | 72.27 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $22k | 750.00 | 28.81 | |
| Biogen Idec (BIIB) | 0.0 | $22k | 100.00 | 216.06 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $22k | 107.00 | 201.61 | |
| Essential Utils (WTRG) | 0.0 | $22k | 560.00 | 38.31 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $21k | 200.00 | 106.47 | |
| SLB Com Stk (SLB) | 0.0 | $21k | 457.00 | 46.51 | |
| O'reilly Automotive (ORLY) | 0.0 | $21k | 225.00 | 92.09 | |
| Fidelity National Information Services (FIS) | 0.0 | $20k | 525.00 | 38.88 | |
| Procore Technologies (PCOR) | 0.0 | $20k | 500.00 | 40.62 | |
| Cohu (COHU) | 0.0 | $20k | 272.00 | 73.91 | |
| Starbucks Corporation (SBUX) | 0.0 | $20k | 195.00 | 102.19 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $20k | 467.00 | 42.41 | |
| Ishares Tr Core 30 70 Etf (AOK) | 0.0 | $20k | 475.00 | 41.48 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $20k | 810.00 | 24.14 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $19k | 65.00 | 298.08 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $19k | 37.00 | 501.35 | |
| Affiliated Managers (AMG) | 0.0 | $18k | 53.00 | 338.40 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $18k | 330.00 | 53.47 | |
| Cenovus Energy (CVE) | 0.0 | $18k | 709.00 | 24.81 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $18k | 279.00 | 62.89 | |
| Owens Corning (OC) | 0.0 | $18k | 110.00 | 158.96 | |
| Anthem (ELV) | 0.0 | $17k | 45.00 | 386.73 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $17k | 375.00 | 45.11 | |
| Cbre Group Cl A (CBRE) | 0.0 | $17k | 125.00 | 134.69 | |
| Monolithic Power Systems (MPWR) | 0.0 | $17k | 12.00 | 1382.33 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $17k | 498.00 | 33.26 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $16k | 404.00 | 40.67 | |
| First Industrial Realty Trust (FR) | 0.0 | $16k | 266.00 | 61.31 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $16k | 417.00 | 38.50 | |
| Kimco Realty Corporation (KIM) | 0.0 | $16k | 633.00 | 25.35 | |
| Greenbrier Companies (GBX) | 0.0 | $16k | 326.00 | 49.01 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $16k | 191.00 | 83.07 | |
| Clorox Company (CLX) | 0.0 | $16k | 165.00 | 95.44 | |
| Northern Trust Corporation (NTRS) | 0.0 | $16k | 90.00 | 173.84 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $16k | 190.00 | 82.11 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $15k | 98.00 | 156.30 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 0.0 | $15k | 150.00 | 101.26 | |
| Ishares Tr Core 40 Mode Etf (AOM) | 0.0 | $15k | 300.00 | 49.89 | |
| Zscaler Incorporated (ZS) | 0.0 | $15k | 103.00 | 141.15 | |
| Vulcan Materials Company (VMC) | 0.0 | $15k | 49.00 | 295.00 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $14k | 190.00 | 75.51 | |
| M&T Bank Corporation (MTB) | 0.0 | $14k | 60.00 | 238.02 | |
| Rocket Lab Corp (RKLB) | 0.0 | $14k | 140.00 | 101.65 | |
| Aramark Hldgs (ARMK) | 0.0 | $14k | 245.00 | 56.90 | |
| Globe Life (GL) | 0.0 | $14k | 78.00 | 178.68 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $14k | 118.00 | 117.28 | |
| Servicenow (NOW) | 0.0 | $14k | 137.00 | 99.28 | |
| Dover Corporation (DOV) | 0.0 | $14k | 60.00 | 225.87 | |
| PPL Corporation (PPL) | 0.0 | $13k | 368.00 | 36.35 | |
| Digital Realty Trust (DLR) | 0.0 | $13k | 73.00 | 179.58 | |
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $13k | 468.00 | 27.40 | |
| York Water Company (YORW) | 0.0 | $13k | 417.00 | 30.65 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $13k | 132.00 | 96.16 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $13k | 144.00 | 87.54 | |
| Albemarle Corporation (ALB) | 0.0 | $13k | 93.00 | 135.03 | |
| American Water Works (AWK) | 0.0 | $12k | 94.00 | 131.59 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $12k | 100.00 | 122.48 | |
| Martin Marietta Materials (MLM) | 0.0 | $12k | 21.00 | 576.71 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $12k | 200.00 | 59.69 | |
| Murphy Oil Corporation (MUR) | 0.0 | $11k | 350.00 | 32.56 | |
| Gilead Sciences (GILD) | 0.0 | $11k | 90.00 | 126.34 | |
| Air Products & Chemicals (APD) | 0.0 | $11k | 38.00 | 293.18 | |
| Stryker Corporation (SYK) | 0.0 | $11k | 35.00 | 314.83 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $11k | 310.00 | 35.22 | |
| American Intl Group Com New (AIG) | 0.0 | $11k | 146.00 | 74.53 | |
| BlackRock Floating Rate Income Trust (BGT) | 0.0 | $11k | 1.0k | 10.66 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $11k | 57.00 | 185.14 | |
| General Mills (GIS) | 0.0 | $10k | 300.00 | 34.80 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $10k | 467.00 | 21.65 | |
| Commercial Metals Company (CMC) | 0.0 | $10k | 160.00 | 62.75 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $10k | 140.00 | 71.25 | |
| Bank Ozk (OZK) | 0.0 | $9.7k | 186.00 | 52.09 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $9.6k | 200.00 | 47.94 | |
| Nucor Corporation (NUE) | 0.0 | $9.6k | 43.00 | 222.74 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $9.5k | 774.00 | 12.31 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $9.4k | 208.00 | 45.34 | |
| Spdr Series Trust St Term High Etf (SJNK) | 0.0 | $9.4k | 376.00 | 25.03 | |
| Regency Centers Corporation (REG) | 0.0 | $9.3k | 117.00 | 79.74 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $9.3k | 36.00 | 257.92 | |
| Snap-on Incorporated (SNA) | 0.0 | $9.3k | 23.00 | 402.39 | |
| Paychex (PAYX) | 0.0 | $9.2k | 94.00 | 98.33 | |
| Moody's Corporation (MCO) | 0.0 | $9.1k | 20.00 | 452.90 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $9.1k | 823.00 | 11.00 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $9.0k | 85.00 | 106.09 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $9.0k | 30.00 | 300.47 | |
| Host Hotels & Resorts (HST) | 0.0 | $9.0k | 380.00 | 23.71 | |
| Imax Corp Cad (IMAX) | 0.0 | $9.0k | 225.00 | 39.86 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $8.5k | 190.00 | 44.85 | |
| Starwood Property Trust (STWD) | 0.0 | $8.2k | 500.00 | 16.38 | |
| Omega Healthcare Investors (OHI) | 0.0 | $8.2k | 171.00 | 47.68 | |
| Dollar General (DG) | 0.0 | $8.1k | 70.00 | 115.11 | |
| Lamb Weston Hldgs (LW) | 0.0 | $7.9k | 183.00 | 43.18 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $7.8k | 250.00 | 31.10 | |
| Wec Energy Group (WEC) | 0.0 | $7.7k | 66.00 | 116.77 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $7.5k | 141.00 | 53.54 | |
| Tidal Trust I Sound Enhanced (FXED) | 0.0 | $7.5k | 430.00 | 17.53 | |
| Omni (OMC) | 0.0 | $7.3k | 100.00 | 72.83 | |
| Oneok (OKE) | 0.0 | $7.2k | 83.00 | 86.94 | |
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $7.2k | 646.00 | 11.11 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $7.1k | 31.00 | 229.58 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $7.0k | 296.00 | 23.68 | |
| Moderna (MRNA) | 0.0 | $7.0k | 100.00 | 70.03 | |
| Smurfit Westrock SHS (SW) | 0.0 | $6.9k | 150.00 | 46.26 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $6.8k | 175.00 | 38.96 | |
| Encompass Health Corp (EHC) | 0.0 | $6.7k | 66.00 | 101.08 | |
| Edwards Lifesciences (EW) | 0.0 | $6.5k | 72.00 | 90.46 | |
| CNO Financial (CNO) | 0.0 | $6.5k | 127.00 | 50.98 | |
| Farmland Partners (FPI) | 0.0 | $6.5k | 667.00 | 9.68 | |
| Msci (MSCI) | 0.0 | $6.2k | 11.00 | 560.00 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $6.2k | 226.00 | 27.24 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $6.1k | 170.00 | 36.13 | |
| Phillips 66 (PSX) | 0.0 | $6.1k | 36.00 | 169.06 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $6.0k | 3.00 | 1989.33 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $5.9k | 205.00 | 29.00 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $5.9k | 16.00 | 365.88 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $5.8k | 31.00 | 188.35 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $5.7k | 150.00 | 38.06 | |
| Whitestone REIT (WSR) | 0.0 | $5.7k | 300.00 | 18.96 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $5.7k | 400.00 | 14.17 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $5.4k | 147.00 | 36.52 | |
| Ingersoll Rand (IR) | 0.0 | $5.3k | 65.00 | 81.98 | |
| Steris Shs Usd (STE) | 0.0 | $5.3k | 25.00 | 210.56 | |
| Universal Corporation (UVV) | 0.0 | $5.2k | 100.00 | 52.17 | |
| Totalenergies Se Act (TTE) | 0.0 | $5.1k | 66.00 | 77.76 | |
| SkyWest (SKYW) | 0.0 | $5.0k | 50.00 | 99.34 | |
| Public Service Enterprise (PEG) | 0.0 | $4.9k | 60.00 | 81.23 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $4.8k | 144.00 | 33.28 | |
| Allegion Ord Shs (ALLE) | 0.0 | $4.8k | 34.00 | 140.50 | |
| Maplebear (CART) | 0.0 | $4.7k | 100.00 | 47.35 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $4.7k | 30.00 | 156.73 | |
| Kayne Anderson MLP Investment (KYN) | 0.0 | $4.5k | 325.00 | 13.83 | |
| Southwest Gas Corporation (SWX) | 0.0 | $4.4k | 50.00 | 88.74 | |
| Fiserv (FISV) | 0.0 | $4.4k | 90.00 | 49.06 | |
| Pool Corporation (POOL) | 0.0 | $4.3k | 20.00 | 214.90 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $4.2k | 42.00 | 100.88 | |
| Celanese Corporation (CE) | 0.0 | $4.2k | 91.00 | 46.00 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $4.2k | 42.00 | 99.55 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $4.1k | 150.00 | 27.59 | |
| Cadence Design Systems (CDNS) | 0.0 | $4.1k | 11.00 | 375.36 | |
| Liberty Global Com Cl A (LBTYA) | 0.0 | $4.1k | 361.00 | 11.37 | |
| Palo Alto Networks (PANW) | 0.0 | $4.1k | 12.00 | 341.00 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $4.0k | 53.00 | 75.79 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $4.0k | 193.00 | 20.76 | |
| Realty Income (O) | 0.0 | $3.7k | 60.00 | 61.97 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.6k | 100.00 | 36.26 | |
| Sixth Street Specialty Lending (TSLX) | 0.0 | $3.6k | 210.00 | 17.17 | |
| Globus Med Cl A (GMED) | 0.0 | $3.6k | 45.00 | 79.00 | |
| Rayonier (RYN) | 0.0 | $3.6k | 167.00 | 21.28 | |
| Jack Henry & Associates (JKHY) | 0.0 | $3.4k | 25.00 | 137.76 | |
| IDEX Corporation (IEX) | 0.0 | $3.4k | 15.00 | 226.93 | |
| MercadoLibre (MELI) | 0.0 | $3.4k | 2.00 | 1697.50 | |
| Vici Pptys (VICI) | 0.0 | $3.3k | 125.00 | 26.55 | |
| Golub Capital BDC (GBDC) | 0.0 | $3.2k | 250.00 | 12.88 | |
| SYNNEX Corporation (SNX) | 0.0 | $3.2k | 12.00 | 267.33 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.2k | 66.00 | 48.58 | |
| Capitol Federal Financial (CFFN) | 0.0 | $3.2k | 375.00 | 8.51 | |
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $3.1k | 65.00 | 47.15 | |
| Kentucky First Federal Ban (KFFB) | 0.0 | $3.1k | 603.00 | 5.08 | |
| Tilray Brands (TLRY) | 0.0 | $3.0k | 670.00 | 4.49 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.9k | 30.00 | 95.97 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $2.8k | 375.00 | 7.48 | |
| Strategy Cl A New (MSTR) | 0.0 | $2.6k | 30.00 | 86.93 | |
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $2.6k | 204.00 | 12.76 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $2.6k | 50.00 | 51.86 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $2.5k | 96.00 | 25.95 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.4k | 55.00 | 44.53 | |
| Onemain Holdings (OMF) | 0.0 | $2.4k | 40.00 | 60.98 | |
| Paycom Software (PAYC) | 0.0 | $2.3k | 18.00 | 127.72 | |
| J&J Snack Foods (JJSF) | 0.0 | $2.3k | 31.00 | 73.45 | |
| Viatris (VTRS) | 0.0 | $2.2k | 139.00 | 15.88 | |
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.0 | $2.1k | 50.00 | 42.88 | |
| Whirlpool Corporation (WHR) | 0.0 | $2.1k | 54.00 | 39.43 | |
| D.R. Horton (DHI) | 0.0 | $2.1k | 13.00 | 162.85 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $2.0k | 53.00 | 37.79 | |
| Chiron Real Estate Com New (XRN) | 0.0 | $2.0k | 52.00 | 37.52 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $1.9k | 25.00 | 76.88 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $1.9k | 105.00 | 17.84 | |
| Valero Energy Corporation (VLO) | 0.0 | $1.8k | 7.00 | 260.43 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $1.8k | 97.00 | 18.69 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $1.8k | 171.00 | 10.57 | |
| Global Net Lease Com New (GNL) | 0.0 | $1.7k | 195.00 | 8.94 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $1.7k | 160.00 | 10.84 | |
| Spdr Series Trust St Str Pfd Etf (PSK) | 0.0 | $1.7k | 56.00 | 30.54 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $1.7k | 34.00 | 50.03 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $1.7k | 124.00 | 13.71 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.5k | 20.00 | 77.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5k | 2.00 | 763.00 | |
| Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) | 0.0 | $1.5k | 92.00 | 16.48 | |
| PG&E Corporation (PCG) | 0.0 | $1.4k | 86.00 | 16.83 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $1.4k | 60.00 | 23.77 | |
| Venture Global Com Cl A (VG) | 0.0 | $1.4k | 125.00 | 11.13 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $1.3k | 8.00 | 168.38 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $1.3k | 13.00 | 103.08 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.3k | 12.00 | 110.33 | |
| Gartner (IT) | 0.0 | $1.3k | 10.00 | 129.60 | |
| Dollar Tree (DLTR) | 0.0 | $1.2k | 10.00 | 121.00 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $1.2k | 40.00 | 29.25 | |
| Kenvue (KVUE) | 0.0 | $1.1k | 60.00 | 19.12 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $1.0k | 61.00 | 17.10 | |
| Snowflake Com Shs (SNOW) | 0.0 | $1.0k | 4.00 | 254.50 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $993.000000 | 2.00 | 496.50 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $986.987900 | 269.00 | 3.67 | |
| Cloudflare Cl A Com (NET) | 0.0 | $981.000000 | 4.00 | 245.25 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $972.000000 | 5.00 | 194.40 | |
| Sea Sponsord Ads (SE) | 0.0 | $958.000000 | 10.00 | 95.80 | |
| Organon & Co Common Stock (OGN) | 0.0 | $853.001100 | 63.00 | 13.54 | |
| Janone (AIFC) | 0.0 | $819.000000 | 1.4k | 0.58 | |
| Wabtec Corporation (WAB) | 0.0 | $539.000000 | 2.00 | 269.50 | |
| Zoetis Cl A (ZTS) | 0.0 | $502.999700 | 7.00 | 71.86 | |
| Lucid Group Com New (LCID) | 0.0 | $501.997500 | 75.00 | 6.69 | |
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $482.000400 | 12.00 | 40.17 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $436.000000 | 2.00 | 218.00 | |
| Alcon Ord Shs (ALC) | 0.0 | $403.000200 | 6.00 | 67.17 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $357.000000 | 3.00 | 119.00 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $355.000000 | 2.00 | 177.50 | |
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $301.000000 | 20.00 | 15.05 | |
| Tyler Technologies (TYL) | 0.0 | $292.000000 | 1.00 | 292.00 | |
| Medical Properties Trust (MPT) | 0.0 | $193.998000 | 42.00 | 4.62 | |
| Aurora Cannabis (ACB) | 0.0 | $184.001400 | 66.00 | 2.79 | |
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $174.000000 | 150.00 | 1.16 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $145.000000 | 8.00 | 18.12 | |
| Penn National Gaming (PENN) | 0.0 | $107.000000 | 5.00 | 21.40 | |
| Canopy Growth Corporation Com New (CGC) | 0.0 | $95.000000 | 100.00 | 0.95 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $80.000100 | 3.00 | 26.67 | |
| Westport Fuel Systems (WPRT) | 0.0 | $34.000500 | 15.00 | 2.27 | |
| Camping World Hldgs Cl A (CWH) | 0.0 | $31.000000 | 4.00 | 7.75 | |
| Advansix (ASIX) | 0.0 | $20.000000 | 1.00 | 20.00 | |
| Cohen & Steers Quality Incom Right 07/15/2026 | 0.0 | $11.997000 | 774.00 | 0.02 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $9.999900 | 3.00 | 3.33 | |
| Klx Energy Services Holdings Com New (KLXE) | 0.0 | $5.000000 | 2.00 | 2.50 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $0 | 0 | 0.00 |