Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
17.0 |
$75M |
|
200k |
377.24 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
16.7 |
$74M |
|
881k |
83.89 |
Bain Cap Specialty Fin Com Stk
(BCSF)
|
11.1 |
$49M |
|
3.6M |
13.61 |
Spdr Gold Tr Gold Shs
(GLD)
|
7.3 |
$32M |
|
191k |
168.46 |
Barclays Bank Djubs Cmdt Etn36
(DJP)
|
4.3 |
$19M |
|
548k |
34.81 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.2 |
$19M |
|
50k |
379.05 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
3.8 |
$17M |
|
338k |
50.56 |
New Mountain Finance Corp
(NMFC)
|
3.2 |
$14M |
|
1.2M |
11.91 |
Ishares Tr Russell 2000 Etf
(IWM)
|
2.9 |
$13M |
|
75k |
169.31 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.6 |
$12M |
|
42k |
280.19 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
2.1 |
$9.4M |
|
113k |
82.79 |
Ishares Tr Msci Eafe Etf
(EFA)
|
2.0 |
$9.1M |
|
145k |
62.47 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
1.9 |
$8.4M |
|
211k |
40.09 |
Barings Bdc
(BBDC)
|
1.5 |
$6.8M |
|
734k |
9.31 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
1.3 |
$5.8M |
|
111k |
52.82 |
Surgery Partners
(SGRY)
|
1.1 |
$4.7M |
|
161k |
28.93 |
Apple
(AAPL)
|
0.9 |
$3.8M |
|
28k |
136.74 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.8 |
$3.7M |
|
26k |
144.97 |
Ishares Tr Msci China Etf
(MCHI)
|
0.8 |
$3.3M |
|
60k |
55.81 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.6 |
$2.9M |
|
7.00 |
409000.00 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.6 |
$2.8M |
|
13k |
218.76 |
Adapthealth Corp Common Stock
(AHCO)
|
0.6 |
$2.7M |
|
148k |
18.03 |
Forestar Group
(FOR)
|
0.5 |
$2.1M |
|
155k |
13.69 |
Morgan Stanley Com New
(MS)
|
0.5 |
$2.1M |
|
27k |
76.04 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.5 |
$2.1M |
|
24k |
85.20 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$2.0M |
|
7.3k |
272.89 |
Franco-Nevada Corporation
(FNV)
|
0.4 |
$1.9M |
|
14k |
131.61 |
Microsoft Corporation
(MSFT)
|
0.4 |
$1.9M |
|
7.2k |
256.84 |
Spdr Ser Tr S&p Biotech
(XBI)
|
0.4 |
$1.8M |
|
24k |
74.27 |
Spdr Ser Tr Bloomberg Sht Te
(SJNK)
|
0.4 |
$1.8M |
|
74k |
24.12 |
Select Sector Spdr Tr Financial
(XLF)
|
0.4 |
$1.8M |
|
56k |
31.47 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.4 |
$1.7M |
|
15k |
113.77 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.4 |
$1.7M |
|
9.4k |
176.21 |
Bank of America Corporation
(BAC)
|
0.4 |
$1.6M |
|
52k |
31.14 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$1.6M |
|
734.00 |
2186.65 |
Barclays Bank Ipspgs Ttl Etn
|
0.3 |
$1.5M |
|
63k |
23.79 |
Keurig Dr Pepper
(KDP)
|
0.3 |
$1.4M |
|
39k |
35.39 |
Amazon
(AMZN)
|
0.2 |
$1.1M |
|
10k |
106.10 |
Dbx Etf Tr Xtrack Msci Eafe
(DBEF)
|
0.2 |
$1.0M |
|
30k |
34.81 |
Telus Intl Cda Sub Vtg Shs
(TIXT)
|
0.2 |
$969k |
|
39k |
25.07 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.2 |
$955k |
|
6.9k |
137.47 |
Ishares Tr Cur Hd Eurzn Etf
(HEZU)
|
0.2 |
$901k |
|
29k |
31.34 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$885k |
|
15k |
60.34 |
Iqvia Holdings
(IQV)
|
0.2 |
$803k |
|
3.7k |
216.91 |
Proshares Tr Ultra Fncls New
(UYG)
|
0.2 |
$787k |
|
18k |
43.12 |
D.R. Horton
(DHI)
|
0.2 |
$785k |
|
12k |
66.14 |
Jd.com Spon Adr Cl A
(JD)
|
0.2 |
$726k |
|
11k |
64.16 |
Rivian Automotive Com Cl A
(RIVN)
|
0.2 |
$707k |
|
28k |
25.72 |
Ishares Tr U.s. Real Es Etf
(IYR)
|
0.2 |
$669k |
|
7.3k |
92.24 |
General Electric Com New
(GE)
|
0.2 |
$666k |
|
11k |
63.67 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.1 |
$663k |
|
16k |
41.64 |
S&p Global
(SPGI)
|
0.1 |
$650k |
|
1.9k |
336.96 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$634k |
|
7.0k |
91.18 |
Walt Disney Company
(DIS)
|
0.1 |
$616k |
|
6.5k |
94.45 |
Meta Platforms Cl A
(META)
|
0.1 |
$593k |
|
3.7k |
161.27 |
Tesla Motors
(TSLA)
|
0.1 |
$583k |
|
866.00 |
673.21 |
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low
(XSLV)
|
0.1 |
$575k |
|
13k |
44.54 |
UnitedHealth
(UNH)
|
0.1 |
$510k |
|
994.00 |
513.08 |
Visa Com Cl A
(V)
|
0.1 |
$506k |
|
2.6k |
197.12 |
Stellantis SHS
(STLA)
|
0.1 |
$497k |
|
40k |
12.36 |
Pimco Etf Tr 1-5 Us Tip Idx
(STPZ)
|
0.1 |
$492k |
|
9.4k |
52.35 |
Snowflake Cl A
(SNOW)
|
0.1 |
$490k |
|
3.5k |
139.05 |
Doordash Cl A
(DASH)
|
0.1 |
$483k |
|
7.5k |
64.14 |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
0.1 |
$482k |
|
24k |
20.25 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$463k |
|
4.8k |
96.18 |
Ishares Tr Msci India Etf
(INDA)
|
0.1 |
$457k |
|
12k |
39.38 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.1 |
$454k |
|
2.0k |
225.87 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$450k |
|
1.0k |
430.62 |
Select Sector Spdr Tr Sbi Int-inds
(XLI)
|
0.1 |
$447k |
|
5.1k |
87.34 |
Black Knight
|
0.1 |
$440k |
|
6.7k |
65.43 |
Whitehorse Finance
(WHF)
|
0.1 |
$418k |
|
32k |
13.14 |
Cisco Systems
(CSCO)
|
0.1 |
$407k |
|
9.5k |
42.70 |
Ishares Tr Hdg Msci Eafe
(HEFA)
|
0.1 |
$404k |
|
13k |
31.85 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$403k |
|
5.3k |
75.40 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.1 |
$401k |
|
8.9k |
45.02 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$399k |
|
3.5k |
112.65 |
FirstEnergy
(FE)
|
0.1 |
$398k |
|
10k |
38.35 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.1 |
$350k |
|
160.00 |
2187.50 |
Verizon Communications
(VZ)
|
0.1 |
$324k |
|
6.4k |
50.80 |
Moderna Call Option
(MRNA)
|
0.1 |
$323k |
|
2.3k |
143.33 |
Fidelity National Information Services
(FIS)
|
0.1 |
$308k |
|
3.4k |
91.69 |
Chesapeake Energy Corp
(CHK)
|
0.1 |
$302k |
|
3.6k |
84.29 |
Five9
(FIVN)
|
0.1 |
$265k |
|
2.9k |
91.19 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$265k |
|
3.7k |
71.33 |
Spdr Ser Tr S&p Bk Etf
(KBE)
|
0.1 |
$255k |
|
5.8k |
43.78 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.1 |
$232k |
|
1.7k |
137.93 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$230k |
|
3.0k |
76.36 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.1 |
$227k |
|
2.1k |
109.40 |
Invesco Db Commdy Indx Trck Unit
(DBC)
|
0.0 |
$210k |
|
7.9k |
26.62 |
Markel Corporation
(MKL)
|
0.0 |
$210k |
|
162.00 |
1296.30 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.0 |
$209k |
|
2.1k |
101.06 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.0 |
$207k |
|
2.7k |
77.59 |
Spotify Technology S A SHS
(SPOT)
|
0.0 |
$203k |
|
2.2k |
93.63 |
Signify Health Cl A Com
|
0.0 |
$203k |
|
15k |
13.81 |
Dingdong Cayman Ads
(DDL)
|
0.0 |
$143k |
|
26k |
5.54 |
Curis Com New
|
0.0 |
$128k |
|
130k |
0.98 |
Luminar Technologies Com Cl A
(LAZR)
|
0.0 |
$85k |
|
14k |
5.96 |
Ambev Sa Sponsored Adr
(ABEV)
|
0.0 |
$32k |
|
13k |
2.49 |
Homology Medicines
|
0.0 |
$32k |
|
16k |
2.00 |
Prospect Cap Corp Note 6.375% 3/0 (Principal)
|
0.0 |
$31k |
|
30k |
1.03 |
Ginkgo Bioworks Holdings Cl A Shs
(DNA)
|
0.0 |
$29k |
|
12k |
2.36 |
Tilray Brands Note 5.000%10/0 (Principal)
|
0.0 |
$27k |
|
30k |
0.90 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.0 |
$12k |
|
10k |
1.20 |
Root Com Cl A
|
0.0 |
$12k |
|
10k |
1.20 |
Recro Pharma
|
0.0 |
$10k |
|
12k |
0.83 |