First Citizens Bank & Trust as of June 30, 2026
Portfolio Holdings for First Citizens Bank & Trust
First Citizens Bank & Trust holds 644 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 |
|---|---|---|---|---|---|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 14.9 | $996M | 3.4M | 290.62 | |
| Dimensional Etf Trust Us Large Cap Cor | 7.3 | $488M | 9.7M | 50.35 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 7.1 | $475M | 4.5M | 105.16 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 5.9 | $397M | 2.4M | 164.60 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.4 | $231M | 2.4M | 96.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $219M | 292k | 748.89 | |
| Apple (AAPL) | 2.9 | $191M | 662k | 289.36 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.7 | $182M | 1.2M | 146.41 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 2.3 | $156M | 75k | 2080.78 | |
| NVIDIA Corporation (NVDA) | 2.2 | $148M | 740k | 200.09 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $133M | 1.3M | 98.98 | |
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.7 | $113M | 3.2M | 35.03 | |
| Microsoft Corporation (MSFT) | 1.5 | $98M | 261k | 373.02 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.3 | $88M | 832k | 106.09 | |
| Amazon (AMZN) | 1.3 | $88M | 368k | 238.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $69M | 194k | 353.33 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $68M | 672k | 100.35 | |
| Broadcom (AVGO) | 0.9 | $60M | 158k | 377.75 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $58M | 676k | 86.42 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $54M | 429k | 124.76 | |
| Ishares Core Msci Emkt (IEMG) | 0.8 | $52M | 622k | 82.84 | |
| Lam Research Corp Com New (LRCX) | 0.7 | $46M | 106k | 433.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $44M | 122k | 357.37 | |
| Meta Platforms Cl A (META) | 0.6 | $42M | 75k | 563.29 | |
| Applied Materials (AMAT) | 0.6 | $42M | 58k | 723.00 | |
| Micron Technology (MU) | 0.6 | $38M | 33k | 1154.29 | |
| Eli Lilly & Co. (LLY) | 0.6 | $38M | 32k | 1199.43 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $38M | 115k | 327.33 | |
| Visa Com Cl A (V) | 0.5 | $36M | 106k | 343.09 | |
| Tesla Motors (TSLA) | 0.5 | $36M | 85k | 420.60 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $35M | 254k | 136.72 | |
| Cisco Systems (CSCO) | 0.5 | $34M | 289k | 117.46 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $33M | 47k | 686.81 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $33M | 261k | 124.17 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $32M | 262k | 121.42 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $29M | 306k | 94.57 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $29M | 38.00 | 748850.00 | |
| Altria (MO) | 0.4 | $28M | 387k | 71.95 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $27M | 526k | 50.58 | |
| Illinois Tool Works (ITW) | 0.4 | $24M | 90k | 270.47 | |
| Eaton Corp SHS (ETN) | 0.4 | $24M | 56k | 426.12 | |
| Regions Financial Corporation (RF) | 0.3 | $23M | 749k | 30.20 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $23M | 210k | 107.62 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $22M | 172k | 126.58 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $22M | 261k | 82.27 | |
| T. Rowe Price (TROW) | 0.3 | $21M | 187k | 113.69 | |
| Union Pacific Corporation (UNP) | 0.3 | $21M | 78k | 272.00 | |
| Analog Devices (ADI) | 0.3 | $21M | 52k | 397.17 | |
| Procter & Gamble Company (PG) | 0.3 | $21M | 140k | 146.64 | |
| Coca-Cola Company (KO) | 0.3 | $21M | 252k | 81.27 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $20M | 385k | 52.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $20M | 40k | 500.39 | |
| Franklin Resources (BEN) | 0.3 | $20M | 594k | 33.27 | |
| Kinder Morgan (KMI) | 0.3 | $19M | 595k | 31.97 | |
| Amphenol Corp Cl A (APH) | 0.3 | $19M | 108k | 176.32 | |
| Snap-on Incorporated (SNA) | 0.3 | $19M | 46k | 402.40 | |
| Amcor Com New (AMCR) | 0.3 | $18M | 413k | 43.35 | |
| Bank of America Corporation (BAC) | 0.3 | $18M | 312k | 56.98 | |
| Netflix (NFLX) | 0.3 | $17M | 244k | 71.40 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $17M | 155k | 110.32 | |
| Evergy (EVRG) | 0.2 | $16M | 189k | 86.43 | |
| Allstate Corporation (ALL) | 0.2 | $16M | 68k | 237.94 | |
| FirstEnergy (FE) | 0.2 | $16M | 339k | 47.54 | |
| Booking Holdings (BKNG) | 0.2 | $16M | 89k | 178.24 | |
| Kraft Heinz (KHC) | 0.2 | $16M | 668k | 23.62 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $15M | 63k | 242.43 | |
| Chevron Corporation (CVX) | 0.2 | $15M | 91k | 165.76 | |
| Centene Corporation (CNC) | 0.2 | $15M | 236k | 64.19 | |
| Hldgs (UAL) | 0.2 | $15M | 109k | 135.99 | |
| Prologis (PLD) | 0.2 | $15M | 109k | 135.47 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $15M | 179k | 82.11 | |
| Exelon Corporation (EXC) | 0.2 | $15M | 311k | 46.62 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $14M | 200k | 71.25 | |
| IDEXX Laboratories (IDXX) | 0.2 | $14M | 27k | 526.44 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $14M | 18k | 746.77 | |
| Oracle Corporation (ORCL) | 0.2 | $14M | 93k | 146.55 | |
| ConocoPhillips (COP) | 0.2 | $13M | 128k | 103.96 | |
| Wal-Mart Stores (WMT) | 0.2 | $13M | 115k | 113.26 | |
| Home Depot (HD) | 0.2 | $13M | 37k | 352.68 | |
| Spdr Series Trust St Str Sp Pharma (XPH) | 0.2 | $13M | 196k | 66.27 | |
| Key (KEY) | 0.2 | $13M | 552k | 23.05 | |
| Advanced Micro Devices (AMD) | 0.2 | $13M | 22k | 580.91 | |
| Pepsi (PEP) | 0.2 | $12M | 88k | 135.40 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $12M | 388k | 30.49 | |
| Cme (CME) | 0.2 | $12M | 54k | 220.83 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $11M | 75k | 148.31 | |
| Abbvie (ABBV) | 0.2 | $11M | 44k | 251.64 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $11M | 93k | 116.67 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 0.2 | $10M | 56k | 184.95 | |
| CoStar (CSGP) | 0.2 | $10M | 363k | 28.32 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $10M | 132k | 77.11 | |
| Republic Services (RSG) | 0.2 | $10M | 48k | 213.08 | |
| Waste Management (WM) | 0.1 | $9.8M | 44k | 222.88 | |
| Verisk Analytics (VRSK) | 0.1 | $9.6M | 54k | 179.53 | |
| Gilead Sciences (GILD) | 0.1 | $9.3M | 74k | 126.34 | |
| Philip Morris International (PM) | 0.1 | $9.2M | 51k | 180.91 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.9M | 30k | 300.45 | |
| Universal Hlth Svcs CL B (UHS) | 0.1 | $8.6M | 58k | 148.69 | |
| Morgan Stanley Com New (MS) | 0.1 | $8.5M | 41k | 209.04 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $8.3M | 21k | 397.68 | |
| Merck & Co (MRK) | 0.1 | $8.2M | 64k | 128.50 | |
| Johnson & Johnson (JNJ) | 0.1 | $7.8M | 31k | 253.97 | |
| UnitedHealth (UNH) | 0.1 | $7.3M | 18k | 415.63 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $7.1M | 72k | 98.20 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $7.1M | 18k | 393.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $7.1M | 19k | 370.04 | |
| Qualcomm (QCOM) | 0.1 | $6.9M | 38k | 184.79 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $6.9M | 29k | 236.62 | |
| ConAgra Foods (CAG) | 0.1 | $6.8M | 506k | 13.46 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $6.6M | 45k | 146.19 | |
| Intel Corporation (INTC) | 0.1 | $6.5M | 47k | 139.63 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $6.4M | 108k | 59.69 | |
| Leidos Holdings (LDOS) | 0.1 | $6.2M | 60k | 102.97 | |
| Fortinet (FTNT) | 0.1 | $6.1M | 40k | 153.62 | |
| International Business Machines (IBM) | 0.1 | $6.0M | 22k | 281.21 | |
| Caterpillar (CAT) | 0.1 | $6.0M | 5.7k | 1064.90 | |
| Stryker Corporation (SYK) | 0.1 | $6.0M | 19k | 314.84 | |
| 3M Company (MMM) | 0.1 | $5.7M | 35k | 161.91 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $5.6M | 12k | 477.57 | |
| Walt Disney Company (DIS) | 0.1 | $5.5M | 57k | 96.25 | |
| Bristol Myers Squibb (BMY) | 0.1 | $5.4M | 94k | 57.62 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $5.4M | 198k | 27.24 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $5.4M | 28k | 190.52 | |
| Johnson Controls Internation SHS (JCI) | 0.1 | $5.4M | 37k | 146.11 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $5.3M | 259k | 20.37 | |
| Microchip Technology (MCHP) | 0.1 | $5.2M | 57k | 91.20 | |
| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $5.2M | 111k | 46.77 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $5.1M | 47k | 107.50 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $5.1M | 53k | 94.52 | |
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $5.0M | 49k | 102.30 | |
| Southern Company (SO) | 0.1 | $4.9M | 51k | 95.71 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.9M | 5.2k | 935.47 | |
| State Street Corporation (STT) | 0.1 | $4.8M | 28k | 169.60 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $4.8M | 46k | 103.88 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.7M | 30k | 158.03 | |
| Ge Aerospace Com New (GE) | 0.1 | $4.5M | 12k | 373.73 | |
| Stanley Black & Decker (SWK) | 0.1 | $4.4M | 47k | 94.12 | |
| Hartford Financial Services (HIG) | 0.1 | $4.4M | 33k | 132.52 | |
| Viatris (VTRS) | 0.1 | $4.4M | 278k | 15.88 | |
| Zoetis Cl A (ZTS) | 0.1 | $4.4M | 61k | 71.86 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $4.3M | 6.1k | 703.34 | |
| Servicenow (NOW) | 0.1 | $4.2M | 42k | 99.28 | |
| Nextera Energy (NEE) | 0.1 | $4.1M | 47k | 87.77 | |
| Norfolk Southern (NSC) | 0.1 | $4.1M | 13k | 314.59 | |
| CVS Caremark Corporation (CVS) | 0.1 | $4.1M | 40k | 103.45 | |
| Lowe's Companies (LOW) | 0.1 | $4.0M | 18k | 220.49 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.0M | 29k | 137.53 | |
| Yum! Brands (YUM) | 0.1 | $4.0M | 25k | 159.86 | |
| Oneok (OKE) | 0.1 | $4.0M | 46k | 86.94 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $3.9M | 5.3k | 736.40 | |
| TJX Companies (TJX) | 0.1 | $3.8M | 25k | 151.50 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.8M | 7.5k | 501.36 | |
| Ge Vernova (GEV) | 0.1 | $3.8M | 3.2k | 1174.86 | |
| Western Digital (WDC) | 0.1 | $3.7M | 5.9k | 638.72 | |
| Truist Financial Corp equities (TFC) | 0.1 | $3.7M | 75k | 49.82 | |
| McDonald's Corporation (MCD) | 0.1 | $3.6M | 13k | 270.31 | |
| Intercontinental Exchange (ICE) | 0.1 | $3.6M | 29k | 123.11 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $3.6M | 25k | 144.61 | |
| Anthem (ELV) | 0.1 | $3.6M | 9.2k | 386.73 | |
| Amgen (AMGN) | 0.1 | $3.5M | 9.7k | 362.12 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.5M | 30k | 117.67 | |
| Goldman Sachs (GS) | 0.1 | $3.4M | 3.4k | 1011.37 | |
| Steel Dynamics (STLD) | 0.1 | $3.4M | 15k | 229.46 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $3.4M | 15k | 227.06 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $3.2M | 11k | 303.12 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $3.1M | 12k | 255.67 | |
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $3.1M | 40k | 77.23 | |
| Cigna Corp (CI) | 0.0 | $3.0M | 11k | 275.68 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $3.0M | 30k | 100.88 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $3.0M | 5.8k | 513.60 | |
| Corning Incorporated (GLW) | 0.0 | $3.0M | 12k | 255.43 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $2.9M | 57k | 51.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.9M | 23k | 124.44 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $2.9M | 15k | 189.73 | |
| Blackrock (BLK) | 0.0 | $2.9M | 3.0k | 961.56 | |
| Palo Alto Networks (PANW) | 0.0 | $2.8M | 8.2k | 341.02 | |
| AES Corporation (AES) | 0.0 | $2.8M | 191k | 14.66 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $2.8M | 37k | 76.11 | |
| Marvell Technology (MRVL) | 0.0 | $2.8M | 9.3k | 297.89 | |
| Danaher Corporation (DHR) | 0.0 | $2.7M | 14k | 190.48 | |
| Rbc Cad (RY) | 0.0 | $2.7M | 13k | 206.97 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $2.7M | 31k | 87.91 | |
| Automatic Data Processing (ADP) | 0.0 | $2.7M | 12k | 223.95 | |
| Nvent Elec SHS (NVT) | 0.0 | $2.6M | 16k | 169.61 | |
| PNC Financial Services (PNC) | 0.0 | $2.6M | 11k | 246.22 | |
| Edison International (EIX) | 0.0 | $2.6M | 35k | 74.45 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $2.6M | 6.3k | 409.50 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $2.6M | 35k | 73.41 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $2.5M | 26k | 96.43 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $2.5M | 47k | 52.65 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $2.5M | 16k | 156.95 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.4M | 6.5k | 368.38 | |
| Lattice Semiconductor (LSCC) | 0.0 | $2.4M | 16k | 152.96 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $2.4M | 14k | 164.27 | |
| Emerson Electric (EMR) | 0.0 | $2.3M | 16k | 143.15 | |
| CSX Corporation (CSX) | 0.0 | $2.3M | 49k | 47.53 | |
| Honeywell International (HON) | 0.0 | $2.3M | 10k | 223.91 | |
| Wells Fargo & Company (WFC) | 0.0 | $2.3M | 28k | 82.64 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $2.3M | 15k | 156.30 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $2.2M | 15k | 147.73 | |
| FedEx Corporation (FDX) | 0.0 | $2.2M | 7.1k | 313.13 | |
| Spdr Series Trust Sst Spdr Bloombe (EBND) | 0.0 | $2.2M | 106k | 20.92 | |
| Kla Corp Com New (KLAC) | 0.0 | $2.2M | 7.3k | 301.71 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $2.2M | 14k | 156.97 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $2.2M | 12k | 188.34 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $2.2M | 11k | 205.29 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $2.1M | 9.7k | 221.20 | |
| Hp (HPQ) | 0.0 | $2.1M | 97k | 21.94 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $2.1M | 33k | 64.01 | |
| Paychex (PAYX) | 0.0 | $2.1M | 21k | 98.33 | |
| At&t (T) | 0.0 | $2.1M | 101k | 20.70 | |
| Deere & Company (DE) | 0.0 | $2.1M | 3.3k | 634.33 | |
| Abbott Laboratories (ABT) | 0.0 | $2.1M | 23k | 90.74 | |
| American Express Company (AXP) | 0.0 | $2.1M | 6.1k | 338.25 | |
| Citigroup Com New (C) | 0.0 | $2.0M | 15k | 139.96 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $2.0M | 3.8k | 541.83 | |
| Fair Isaac Corporation (FICO) | 0.0 | $2.0M | 1.7k | 1194.78 | |
| SEI Investments Company (SEIC) | 0.0 | $2.0M | 23k | 87.71 | |
| Air Products & Chemicals (APD) | 0.0 | $2.0M | 6.8k | 293.18 | |
| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.0 | $2.0M | 33k | 59.27 | |
| Dow (DOW) | 0.0 | $2.0M | 72k | 27.36 | |
| Valero Energy Corporation (VLO) | 0.0 | $2.0M | 7.5k | 260.44 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $1.9M | 41k | 47.74 | |
| Pfizer (PFE) | 0.0 | $1.9M | 80k | 24.08 | |
| Rambus (RMBS) | 0.0 | $1.9M | 15k | 132.74 | |
| Mosaic (MOS) | 0.0 | $1.9M | 89k | 21.19 | |
| Pentair SHS (PNR) | 0.0 | $1.9M | 25k | 76.66 | |
| Capital One Financial (COF) | 0.0 | $1.9M | 9.3k | 200.62 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.9M | 22k | 86.14 | |
| McKesson Corporation (MCK) | 0.0 | $1.9M | 2.5k | 755.60 | |
| East West Ban (EWBC) | 0.0 | $1.9M | 14k | 129.09 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $1.8M | 13k | 146.74 | |
| Unum (UNM) | 0.0 | $1.8M | 21k | 89.40 | |
| Fabrinet SHS (FN) | 0.0 | $1.8M | 3.2k | 562.08 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $1.8M | 3.6k | 509.46 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.8M | 41k | 44.85 | |
| Medtronic SHS (MDT) | 0.0 | $1.8M | 23k | 78.23 | |
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $1.8M | 10k | 176.65 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.0 | $1.8M | 7.4k | 240.97 | |
| Verizon Communications (VZ) | 0.0 | $1.8M | 42k | 42.34 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $1.8M | 7.0k | 252.23 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.7M | 5.9k | 298.07 | |
| Toll Brothers (TOL) | 0.0 | $1.7M | 11k | 164.75 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.7M | 71k | 24.55 | |
| Manhattan Associates (MANH) | 0.0 | $1.7M | 12k | 139.25 | |
| Carlisle Companies (CSL) | 0.0 | $1.7M | 4.6k | 362.75 | |
| Chubb (CB) | 0.0 | $1.6M | 4.7k | 340.74 | |
| Flowserve Corporation (FLS) | 0.0 | $1.6M | 22k | 74.16 | |
| United Rentals (URI) | 0.0 | $1.6M | 1.4k | 1132.89 | |
| RPM International (RPM) | 0.0 | $1.6M | 14k | 111.15 | |
| Best Buy (BBY) | 0.0 | $1.6M | 21k | 75.88 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $1.6M | 4.9k | 316.90 | |
| Rayonier (RYN) | 0.0 | $1.6M | 73k | 21.28 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | 17k | 92.27 | |
| Autoliv (ALV) | 0.0 | $1.5M | 13k | 116.17 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.5M | 3.0k | 509.31 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $1.5M | 66k | 22.75 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $1.5M | 750.00 | 1989.44 | |
| Appfolio Com Cl A (APPF) | 0.0 | $1.5M | 9.2k | 160.35 | |
| Tenet Healthcare Corp Com New (THC) | 0.0 | $1.5M | 7.8k | 187.08 | |
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $1.4M | 20k | 72.28 | |
| Capital Bancorp (CBNK) | 0.0 | $1.4M | 41k | 35.12 | |
| Envista Hldgs Corp (NVST) | 0.0 | $1.4M | 54k | 26.35 | |
| Dick's Sporting Goods (DKS) | 0.0 | $1.4M | 6.2k | 226.81 | |
| Primerica (PRI) | 0.0 | $1.4M | 4.9k | 284.20 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.4M | 33k | 42.41 | |
| Allegheny Technologies Incorporated (ATI) | 0.0 | $1.4M | 7.1k | 197.10 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.4M | 1.4k | 965.00 | |
| Reinsurance Group Amer Com New (RGA) | 0.0 | $1.4M | 6.5k | 212.65 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.3M | 11k | 117.50 | |
| Boeing Company (BA) | 0.0 | $1.3M | 6.2k | 216.47 | |
| Iridium Communications (IRDM) | 0.0 | $1.3M | 24k | 54.85 | |
| Brink's Company (BCO) | 0.0 | $1.3M | 14k | 94.49 | |
| Linde SHS (LIN) | 0.0 | $1.3M | 2.5k | 518.94 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.3M | 6.5k | 201.61 | |
| Northwestern Energy Group In Com New (NWE) | 0.0 | $1.3M | 18k | 71.62 | |
| American Airls (AAL) | 0.0 | $1.3M | 72k | 18.07 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $1.3M | 8.4k | 155.98 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.3M | 58k | 22.36 | |
| Bwx Technologies (BWXT) | 0.0 | $1.3M | 6.7k | 194.65 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $1.3M | 14k | 96.46 | |
| Commercial Metals Company (CMC) | 0.0 | $1.3M | 21k | 62.75 | |
| Old Republic International Corporation (ORI) | 0.0 | $1.3M | 31k | 40.92 | |
| Regal-beloit Corporation (RRX) | 0.0 | $1.3M | 5.4k | 238.19 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $1.3M | 5.8k | 219.43 | |
| Sanmina (SANM) | 0.0 | $1.3M | 5.0k | 253.08 | |
| L3harris Technologies (LHX) | 0.0 | $1.3M | 4.4k | 290.59 | |
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $1.3M | 21k | 58.64 | |
| Starbucks Corporation (SBUX) | 0.0 | $1.3M | 12k | 102.19 | |
| Phillips 66 (PSX) | 0.0 | $1.2M | 7.3k | 169.05 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.2M | 15k | 80.57 | |
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $1.2M | 17k | 69.98 | |
| ESCO Technologies (ESE) | 0.0 | $1.2M | 3.5k | 350.04 | |
| Cintas Corporation (CTAS) | 0.0 | $1.2M | 7.1k | 170.08 | |
| Target Corporation (TGT) | 0.0 | $1.2M | 9.2k | 130.61 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $1.2M | 9.9k | 121.43 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $1.2M | 7.1k | 166.67 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $1.2M | 18k | 67.24 | |
| Sotera Health (SHC) | 0.0 | $1.2M | 66k | 17.75 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $1.2M | 33k | 34.67 | |
| Digi International (DGII) | 0.0 | $1.1M | 15k | 74.95 | |
| Sonoco Products Company (SON) | 0.0 | $1.1M | 20k | 56.35 | |
| Hanover Insurance (THG) | 0.0 | $1.1M | 5.3k | 214.12 | |
| Middleby Corporation (MIDD) | 0.0 | $1.1M | 6.6k | 172.01 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $1.1M | 3.6k | 309.95 | |
| Materion Corporation (MTRN) | 0.0 | $1.1M | 3.8k | 297.39 | |
| Archrock (AROC) | 0.0 | $1.1M | 27k | 40.71 | |
| Trane Technologies SHS (TT) | 0.0 | $1.1M | 2.3k | 491.16 | |
| Pitney Bowes (PBI) | 0.0 | $1.1M | 63k | 17.52 | |
| Caci Intl Cl A (CACI) | 0.0 | $1.1M | 2.4k | 463.26 | |
| Cabot Corporation (CBT) | 0.0 | $1.1M | 12k | 90.82 | |
| SM Energy (SM) | 0.0 | $1.1M | 41k | 26.10 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $1.1M | 13k | 81.06 | |
| Pegasystems (PEGA) | 0.0 | $1.1M | 36k | 29.97 | |
| Encompass Health Corp (EHC) | 0.0 | $1.1M | 11k | 101.08 | |
| H&R Block (HRB) | 0.0 | $1.1M | 28k | 38.08 | |
| Rockwell Automation (ROK) | 0.0 | $1.0M | 2.1k | 495.08 | |
| Silgan Holdings (SLGN) | 0.0 | $1.0M | 22k | 46.39 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $1.0M | 13k | 81.57 | |
| Viper Energy Cl A (VNOM) | 0.0 | $1.0M | 24k | 42.40 | |
| UMB Financial Corporation (UMBF) | 0.0 | $1.0M | 7.1k | 142.76 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.0M | 11k | 91.68 | |
| UGI Corporation (UGI) | 0.0 | $1.0M | 29k | 34.54 | |
| Frontdoor (FTDR) | 0.0 | $1.0M | 13k | 77.59 | |
| Phinia Common Stock (PHIN) | 0.0 | $1.0M | 12k | 82.37 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $995k | 12k | 83.75 | |
| Tg Therapeutics (TGTX) | 0.0 | $991k | 18k | 54.94 | |
| Lumen Technologies (LUMN) | 0.0 | $975k | 127k | 7.68 | |
| Southwest Gas Corporation (SWX) | 0.0 | $967k | 11k | 88.68 | |
| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 0.0 | $967k | 4.9k | 195.63 | |
| SYSCO Corporation (SYY) | 0.0 | $966k | 12k | 83.58 | |
| Polaris Industries (PII) | 0.0 | $962k | 14k | 68.44 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $949k | 11k | 86.95 | |
| NiSource (NI) | 0.0 | $941k | 20k | 47.55 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $930k | 951.00 | 978.12 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $915k | 26k | 35.09 | |
| Northern Trust Corporation (NTRS) | 0.0 | $904k | 5.2k | 173.84 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $893k | 31k | 28.96 | |
| Oge Energy Corp (OGE) | 0.0 | $890k | 18k | 48.66 | |
| Ametek (AME) | 0.0 | $887k | 3.7k | 241.94 | |
| Elf Beauty (ELF) | 0.0 | $872k | 12k | 74.00 | |
| EastGroup Properties (EGP) | 0.0 | $871k | 4.3k | 202.53 | |
| Caretrust Reit (CTRE) | 0.0 | $870k | 22k | 40.35 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $863k | 5.5k | 156.72 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $845k | 12k | 68.41 | |
| Nextpower Class A Com (NXT) | 0.0 | $844k | 7.1k | 119.14 | |
| Griffon Corporation (GFF) | 0.0 | $840k | 8.6k | 97.53 | |
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $825k | 6.5k | 127.51 | |
| Greif Cl A (GEF) | 0.0 | $823k | 11k | 74.49 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $818k | 9.7k | 84.58 | |
| Esab Corporation (ESAB) | 0.0 | $817k | 8.3k | 98.63 | |
| SkyWest (SKYW) | 0.0 | $812k | 8.2k | 99.33 | |
| Watsco, Incorporated (WSO) | 0.0 | $810k | 1.9k | 416.73 | |
| Lyft Cl A Com (LYFT) | 0.0 | $808k | 55k | 14.61 | |
| Green Brick Partners (GRBK) | 0.0 | $806k | 10k | 80.04 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $805k | 5.1k | 158.66 | |
| Williams Companies (WMB) | 0.0 | $804k | 11k | 74.34 | |
| American Electric Power Company (AEP) | 0.0 | $796k | 5.8k | 136.81 | |
| Brightsphere Investment Group (AAMI) | 0.0 | $794k | 11k | 71.52 | |
| Owens Corning (OC) | 0.0 | $780k | 4.9k | 158.96 | |
| Progressive Corporation (PGR) | 0.0 | $770k | 3.5k | 218.45 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $769k | 10k | 75.17 | |
| Ameriprise Financial (AMP) | 0.0 | $766k | 1.7k | 458.76 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $762k | 24k | 31.71 | |
| Casey's General Stores (CASY) | 0.0 | $760k | 956.00 | 794.79 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $757k | 2.0k | 373.60 | |
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $755k | 10k | 75.88 | |
| Chemours (CC) | 0.0 | $753k | 37k | 20.52 | |
| Gentex Corporation (GNTX) | 0.0 | $753k | 30k | 25.27 | |
| Nike CL B (NKE) | 0.0 | $752k | 18k | 41.05 | |
| Benchmark Electronics (BHE) | 0.0 | $749k | 7.6k | 98.67 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $746k | 16k | 46.92 | |
| Piper Sandler Companies Com New (PIPR) | 0.0 | $738k | 10k | 72.34 | |
| Plexus (PLXS) | 0.0 | $736k | 2.4k | 300.67 | |
| Quanta Services (PWR) | 0.0 | $736k | 1.0k | 720.04 | |
| Celanese Corporation (CE) | 0.0 | $724k | 16k | 46.00 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $723k | 4.4k | 164.27 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $718k | 23k | 31.43 | |
| Liberty Energy Com Cl A (LBRT) | 0.0 | $717k | 27k | 26.19 | |
| Meritage Homes Corporation (MTH) | 0.0 | $717k | 8.6k | 83.85 | |
| Winmark Corporation (WINA) | 0.0 | $717k | 1.7k | 423.08 | |
| Northwest Natural Holdin (NWN) | 0.0 | $712k | 15k | 49.06 | |
| Sandisk Corp (SNDK) | 0.0 | $712k | 313.00 | 2273.73 | |
| Telephone & Data Sys Com New (TDS) | 0.0 | $709k | 19k | 37.01 | |
| Halozyme Therapeutics (HALO) | 0.0 | $699k | 8.9k | 78.27 | |
| Cardinal Health (CAH) | 0.0 | $698k | 2.9k | 237.56 | |
| Curbline Pptys Corp (CURB) | 0.0 | $686k | 23k | 30.40 | |
| Trinity Industries (TRN) | 0.0 | $678k | 20k | 34.58 | |
| Corteva (CTVA) | 0.0 | $675k | 8.0k | 84.69 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $675k | 2.3k | 293.61 | |
| Fifth Third Ban (FITB) | 0.0 | $674k | 12k | 56.37 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $674k | 13k | 53.11 | |
| InterDigital (IDCC) | 0.0 | $673k | 2.4k | 283.13 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $673k | 14k | 47.94 | |
| Central Pac Finl Corp Com New (CPF) | 0.0 | $671k | 18k | 38.20 | |
| Harmony Biosciences Hldgs In (HRMY) | 0.0 | $666k | 18k | 36.41 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $663k | 3.1k | 211.95 | |
| Vail Resorts (MTN) | 0.0 | $661k | 4.9k | 136.15 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $657k | 12k | 53.61 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $656k | 35k | 18.69 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $656k | 5.6k | 117.28 | |
| Prog Holdings Com Npv (PRG) | 0.0 | $654k | 14k | 46.61 | |
| PNM Resources (TXNM) | 0.0 | $651k | 12k | 56.78 | |
| Science App Int'l (SAIC) | 0.0 | $650k | 5.9k | 110.41 | |
| Monster Beverage Corp (MNST) | 0.0 | $647k | 6.7k | 96.12 | |
| Welltower Inc Com reit (WELL) | 0.0 | $639k | 2.8k | 226.97 | |
| Insight Enterprises (NSIT) | 0.0 | $637k | 5.2k | 121.80 | |
| Broadridge Financial Solutions (BR) | 0.0 | $634k | 4.6k | 136.95 | |
| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $631k | 64k | 9.82 | |
| Thor Industries (THO) | 0.0 | $630k | 8.4k | 75.16 | |
| Everpure Cl A (P) | 0.0 | $630k | 8.0k | 78.79 | |
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $630k | 15k | 40.79 | |
| Diodes Incorporated (DIOD) | 0.0 | $628k | 5.7k | 109.44 | |
| Becton, Dickinson and (BDX) | 0.0 | $627k | 4.1k | 151.33 | |
| Xpel (XPEL) | 0.0 | $623k | 13k | 49.60 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $621k | 13k | 49.86 | |
| Olin Corp Com Par $1 (OLN) | 0.0 | $621k | 31k | 19.82 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $620k | 5.6k | 109.77 | |
| Dentsply Sirona (XRAY) | 0.0 | $620k | 58k | 10.61 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $619k | 21k | 29.28 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $619k | 25k | 25.30 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $618k | 9.8k | 62.89 | |
| Cal Maine Foods Com New (CALM) | 0.0 | $617k | 7.7k | 80.56 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $615k | 9.2k | 67.01 | |
| Chord Energy Corporation Com New (CHRD) | 0.0 | $614k | 5.4k | 114.30 | |
| Atlas Energy Solutions Com New (AESI) | 0.0 | $610k | 37k | 16.61 | |
| Entergy Corporation (ETR) | 0.0 | $609k | 5.3k | 114.86 | |
| Williams-Sonoma (WSM) | 0.0 | $607k | 2.6k | 233.10 | |
| F.N.B. Corporation (FNB) | 0.0 | $604k | 32k | 19.08 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $602k | 57k | 10.57 | |
| Arcbest (ARCB) | 0.0 | $599k | 4.2k | 143.54 | |
| Badger Meter (BMI) | 0.0 | $597k | 4.0k | 148.38 | |
| Logitech Intl S A SHS (LOGI) | 0.0 | $596k | 6.3k | 94.04 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $596k | 5.6k | 107.13 | |
| EOG Resources (EOG) | 0.0 | $584k | 4.5k | 129.73 | |
| Ecolab (ECL) | 0.0 | $583k | 2.1k | 278.61 | |
| Now (DNOW) | 0.0 | $583k | 45k | 12.97 | |
| Customers Ban (CUBI) | 0.0 | $581k | 7.4k | 79.10 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $580k | 1.2k | 496.73 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $571k | 22k | 25.56 | |
| Eastman Chemical Company (EMN) | 0.0 | $570k | 8.5k | 66.98 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $569k | 2.8k | 199.81 | |
| Cohen & Steers (CNS) | 0.0 | $566k | 7.4k | 76.14 | |
| Comfort Systems USA (FIX) | 0.0 | $565k | 285.00 | 1981.95 | |
| Portland Gen Elec Com New (POR) | 0.0 | $564k | 11k | 51.83 | |
| Dell Technologies CL C (DELL) | 0.0 | $561k | 1.3k | 431.46 | |
| Genpact SHS (G) | 0.0 | $545k | 20k | 27.50 | |
| Electronic Arts (EA) | 0.0 | $544k | 2.7k | 205.04 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $541k | 3.5k | 154.29 | |
| Essential Utils (WTRG) | 0.0 | $535k | 14k | 38.31 | |
| Fb Finl (FBK) | 0.0 | $534k | 9.7k | 55.35 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $528k | 3.5k | 151.00 | |
| Horace Mann Educators Corporation (HMN) | 0.0 | $527k | 10k | 51.65 | |
| General Dynamics Corporation (GD) | 0.0 | $526k | 1.5k | 354.24 | |
| Natera (NTRA) | 0.0 | $524k | 1.9k | 271.45 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $523k | 1.9k | 273.63 | |
| Astrazeneca Ord (AZN) | 0.0 | $522k | 2.8k | 189.62 | |
| Docusign (DOCU) | 0.0 | $522k | 12k | 44.42 | |
| salesforce (CRM) | 0.0 | $519k | 3.3k | 156.66 | |
| Brady Corp Cl A (BRC) | 0.0 | $519k | 5.7k | 91.57 | |
| Meta Financial (CASH) | 0.0 | $516k | 5.9k | 87.06 | |
| Ford Motor Company (F) | 0.0 | $515k | 37k | 13.90 | |
| First Commonwealth Financial (FCF) | 0.0 | $509k | 25k | 20.33 | |
| Provident Financial Services (PFS) | 0.0 | $509k | 22k | 23.64 | |
| Timken Company (TKR) | 0.0 | $509k | 3.5k | 145.32 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $506k | 2.5k | 205.02 | |
| Intuit (INTU) | 0.0 | $504k | 1.9k | 261.00 | |
| Ban (TBBK) | 0.0 | $503k | 8.0k | 62.64 | |
| Church & Dwight (CHD) | 0.0 | $499k | 5.2k | 96.88 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $489k | 1.5k | 334.82 | |
| Masterbrand Common Stock (MBC) | 0.0 | $481k | 47k | 10.29 | |
| Innovative Industria A (IIPR) | 0.0 | $480k | 7.7k | 61.98 | |
| First Bancorp Corporation Com New (FBP) | 0.0 | $480k | 18k | 26.07 | |
| Carrier Global Corporation (CARR) | 0.0 | $477k | 6.5k | 73.35 | |
| Hca Holdings (HCA) | 0.0 | $475k | 1.2k | 389.89 | |
| UniFirst Corporation (UNF) | 0.0 | $473k | 1.8k | 264.46 | |
| SJW (HTO) | 0.0 | $473k | 7.8k | 60.77 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $470k | 2.4k | 197.60 | |
| CTS Corporation (CTS) | 0.0 | $467k | 7.2k | 65.19 | |
| Yum China Holdings (YUMC) | 0.0 | $466k | 11k | 40.87 | |
| Transmedics Group (TMDX) | 0.0 | $460k | 6.9k | 66.42 | |
| Hub Group Cl A (HUBG) | 0.0 | $458k | 11k | 43.79 | |
| Us Bancorp Com New (USB) | 0.0 | $456k | 7.5k | 60.40 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $451k | 13k | 34.53 | |
| EnPro Industries (NPO) | 0.0 | $450k | 1.2k | 376.93 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $449k | 2.7k | 163.31 | |
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 0.0 | $446k | 3.9k | 114.79 | |
| Dover Corporation (DOV) | 0.0 | $442k | 2.0k | 224.28 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $442k | 9.8k | 45.11 | |
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $442k | 6.0k | 73.80 | |
| TowneBank (TOWN) | 0.0 | $440k | 12k | 36.24 | |
| Arista Networks Com Shs (ANET) | 0.0 | $436k | 2.6k | 169.88 | |
| Bristow Group (VTOL) | 0.0 | $435k | 11k | 41.32 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $433k | 1.3k | 330.46 | |
| Quaker Chemical Corporation (KWR) | 0.0 | $432k | 2.7k | 158.87 | |
| Xylem (XYL) | 0.0 | $432k | 3.7k | 118.21 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $427k | 1.7k | 249.98 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $423k | 5.4k | 77.91 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $422k | 7.3k | 57.84 | |
| Northwest Bancshares (NWBI) | 0.0 | $421k | 28k | 15.16 | |
| Patterson-UTI Energy (PTEN) | 0.0 | $415k | 45k | 9.18 | |
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $415k | 4.6k | 89.85 | |
| Employers Holdings (EIG) | 0.0 | $411k | 8.1k | 50.48 | |
| Rent-A-Center (UPBD) | 0.0 | $411k | 19k | 21.22 | |
| National Bk Hldgs Corp Cl A (NBHC) | 0.0 | $411k | 9.2k | 44.43 | |
| City Holding Company (CHCO) | 0.0 | $407k | 3.1k | 132.64 | |
| First Ban (FBNC) | 0.0 | $406k | 6.4k | 63.93 | |
| Cbre Group Cl A (CBRE) | 0.0 | $405k | 3.0k | 134.69 | |
| Everus Constr Group (ECG) | 0.0 | $402k | 2.4k | 165.95 | |
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $402k | 4.0k | 101.10 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $401k | 1.8k | 217.93 | |
| Talos Energy (TALO) | 0.0 | $399k | 31k | 12.91 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $395k | 1.8k | 216.60 | |
| Stewart Information Services Corporation (STC) | 0.0 | $388k | 5.9k | 66.02 | |
| Hilltop Holdings (HTH) | 0.0 | $387k | 10k | 38.78 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $382k | 501.00 | 763.14 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $376k | 587.00 | 640.76 | |
| Unitil Corporation (UTL) | 0.0 | $372k | 7.1k | 52.69 | |
| Hubbell (HUBB) | 0.0 | $372k | 710.00 | 523.20 | |
| Adma Biologics (ADMA) | 0.0 | $371k | 44k | 8.37 | |
| Ross Stores (ROST) | 0.0 | $369k | 1.7k | 212.85 | |
| Enbridge (ENB) | 0.0 | $366k | 6.8k | 54.21 | |
| Netease Sponsored Ads (NTES) | 0.0 | $366k | 2.9k | 128.14 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $364k | 1.1k | 317.53 | |
| Forward Air Corp (FWRD) | 0.0 | $364k | 27k | 13.51 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $362k | 11k | 34.00 | |
| O'reilly Automotive (ORLY) | 0.0 | $361k | 3.9k | 92.09 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $359k | 782.00 | 459.13 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $350k | 2.3k | 152.18 | |
| Fortive (FTV) | 0.0 | $349k | 5.7k | 61.09 | |
| Timkensteel (MTUS) | 0.0 | $348k | 19k | 18.69 | |
| Virtus Investment Partners (VRTS) | 0.0 | $343k | 2.4k | 143.50 | |
| First Horizon National Corporation (FHN) | 0.0 | $343k | 13k | 25.64 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $341k | 3.6k | 95.09 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $333k | 3.4k | 96.44 | |
| Life360 (LIF) | 0.0 | $331k | 6.0k | 55.36 | |
| NBT Ban (NBTB) | 0.0 | $331k | 6.7k | 49.37 | |
| Dominion Resources (D) | 0.0 | $329k | 4.8k | 68.29 | |
| ABM Industries (ABM) | 0.0 | $329k | 7.4k | 44.24 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $328k | 7.8k | 41.95 | |
| General Motors Company (GM) | 0.0 | $326k | 4.2k | 77.08 | |
| Kontoor Brands (KTB) | 0.0 | $322k | 3.9k | 83.34 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $322k | 3.6k | 88.68 | |
| Bio-techne Corporation (TECH) | 0.0 | $320k | 4.5k | 70.65 | |
| Omni (OMC) | 0.0 | $319k | 4.4k | 72.83 | |
| Otter Tail Corporation (OTTR) | 0.0 | $319k | 3.5k | 89.98 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $316k | 30k | 10.49 | |
| Clearway Energy CL C (CWEN) | 0.0 | $315k | 9.2k | 34.18 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $311k | 2.9k | 106.47 | |
| Inspire Med Sys (INSP) | 0.0 | $310k | 7.0k | 44.61 | |
| eBay (EBAY) | 0.0 | $307k | 2.8k | 111.75 | |
| Armour Residential Reit Com Shs (ARR) | 0.0 | $306k | 18k | 17.45 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $305k | 17k | 18.43 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $303k | 8.0k | 37.80 | |
| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $303k | 13k | 22.90 | |
| Targa Res Corp (TRGP) | 0.0 | $303k | 1.1k | 268.14 | |
| Ethan Allen Interiors (ETD) | 0.0 | $302k | 14k | 22.34 | |
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $300k | 6.5k | 46.04 | |
| ePlus (PLUS) | 0.0 | $299k | 3.6k | 83.23 | |
| Equinix (EQIX) | 0.0 | $298k | 286.00 | 1042.39 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $296k | 1.6k | 185.14 | |
| Cogent Comm Holdings Com New (CCOI) | 0.0 | $290k | 21k | 13.88 | |
| Jackson Financial Com Cl A (JXN) | 0.0 | $288k | 2.8k | 102.39 | |
| Avista Corporation (AVA) | 0.0 | $288k | 7.0k | 40.91 | |
| Travelers Companies (TRV) | 0.0 | $286k | 867.00 | 330.12 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $286k | 3.1k | 91.63 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $285k | 1.7k | 170.86 | |
| Sherwin-Williams Company (SHW) | 0.0 | $284k | 826.00 | 344.32 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $284k | 544.00 | 522.39 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $283k | 3.3k | 86.65 | |
| Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) | 0.0 | $283k | 14k | 21.05 | |
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $283k | 5.0k | 56.59 | |
| SPS Commerce (SPSC) | 0.0 | $282k | 4.9k | 57.17 | |
| Howmet Aerospace (HWM) | 0.0 | $281k | 1.0k | 268.86 | |
| Shell Spon Ads (SHEL) | 0.0 | $281k | 3.6k | 77.54 | |
| Digital Realty Trust (DLR) | 0.0 | $281k | 1.6k | 179.58 | |
| American States Water Company (AWR) | 0.0 | $280k | 3.4k | 82.63 | |
| Delta Air Lines Com New (DAL) | 0.0 | $276k | 2.9k | 93.66 | |
| American Water Works (AWK) | 0.0 | $274k | 2.1k | 131.58 | |
| D.R. Horton (DHI) | 0.0 | $271k | 1.7k | 162.88 | |
| Par Pac Holdings Com New (PARR) | 0.0 | $270k | 4.8k | 56.08 | |
| Enterprise Products Partners (EPD) | 0.0 | $269k | 7.3k | 36.76 | |
| Tapestry (TPR) | 0.0 | $269k | 1.8k | 146.38 | |
| Moody's Corporation (MCO) | 0.0 | $265k | 584.00 | 452.92 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $263k | 765.00 | 343.91 | |
| Itt (ITT) | 0.0 | $261k | 1.3k | 197.76 | |
| Jacobs Engineering Group (J) | 0.0 | $259k | 2.1k | 126.00 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $256k | 835.00 | 306.30 | |
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $253k | 755.00 | 334.69 | |
| Martin Marietta Materials (MLM) | 0.0 | $253k | 438.00 | 576.70 | |
| Markel Corporation (MKL) | 0.0 | $252k | 129.00 | 1953.01 | |
| Nrg Energy Com New (NRG) | 0.0 | $250k | 1.7k | 146.06 | |
| Extra Space Storage (EXR) | 0.0 | $249k | 1.7k | 145.30 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $248k | 2.9k | 84.21 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $247k | 1.1k | 229.57 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $242k | 470.00 | 515.23 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $241k | 5.3k | 45.34 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $241k | 795.00 | 302.70 | |
| Keysight Technologies (KEYS) | 0.0 | $239k | 684.00 | 350.07 | |
| Public Service Enterprise (PEG) | 0.0 | $238k | 2.9k | 81.16 | |
| Live Nation Entertainment (LYV) | 0.0 | $237k | 1.3k | 183.11 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $237k | 3.9k | 60.79 | |
| Dupont De Nemours Common Stock (DD) | 0.0 | $237k | 1.7k | 135.72 | |
| Axis Cap Hldgs SHS (AXS) | 0.0 | $235k | 2.2k | 107.44 | |
| J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) | 0.0 | $235k | 2.4k | 99.40 | |
| Ameren Corporation (AEE) | 0.0 | $233k | 2.1k | 113.04 | |
| Oxford Industries (OXM) | 0.0 | $233k | 6.7k | 34.87 | |
| Twilio Cl A (TWLO) | 0.0 | $232k | 1.1k | 206.33 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $231k | 5.1k | 45.12 | |
| Astera Labs (ALAB) | 0.0 | $231k | 478.00 | 483.02 | |
| American Tower Reit (AMT) | 0.0 | $231k | 1.4k | 163.57 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $230k | 6.2k | 36.84 | |
| Wec Energy Group (WEC) | 0.0 | $230k | 2.0k | 116.77 | |
| Nucor Corporation (NUE) | 0.0 | $230k | 1.0k | 222.75 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $229k | 1.2k | 185.23 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $229k | 3.2k | 70.53 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $227k | 11k | 21.65 | |
| Travel Leisure Ord (TNL) | 0.0 | $225k | 2.9k | 76.43 | |
| Sempra Energy (SRE) | 0.0 | $225k | 2.4k | 92.71 | |
| Masco Corporation (MAS) | 0.0 | $222k | 2.7k | 81.37 | |
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.0 | $222k | 4.7k | 47.20 | |
| Waters Corporation (WAT) | 0.0 | $221k | 589.00 | 375.04 | |
| Avery Dennison Corporation (AVY) | 0.0 | $220k | 1.4k | 162.35 | |
| Motorola Solutions Com New (MSI) | 0.0 | $220k | 530.00 | 415.29 | |
| Genuine Parts Company (GPC) | 0.0 | $220k | 1.9k | 117.98 | |
| Manulife Finl Corp (MFC) | 0.0 | $220k | 5.4k | 40.51 | |
| Metropcs Communications (TMUS) | 0.0 | $218k | 1.3k | 167.73 | |
| Api Group Corp Com Stk (APG) | 0.0 | $217k | 5.1k | 42.35 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $216k | 2.5k | 85.49 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $215k | 834.00 | 257.91 | |
| Autodesk (ADSK) | 0.0 | $215k | 1.1k | 194.42 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $215k | 2.4k | 88.60 | |
| Cdw (CDW) | 0.0 | $214k | 1.5k | 140.64 | |
| SLB Com Stk (SLB) | 0.0 | $212k | 4.6k | 46.49 | |
| PerkinElmer (RVTY) | 0.0 | $211k | 1.9k | 111.26 | |
| Tyler Technologies (TYL) | 0.0 | $209k | 716.00 | 292.46 | |
| Citizens Financial (CFG) | 0.0 | $209k | 3.0k | 70.07 | |
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $207k | 5.1k | 40.29 | |
| PPL Corporation (PPL) | 0.0 | $206k | 5.7k | 36.35 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $202k | 27k | 7.48 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $201k | 1.5k | 136.68 | |
| Ares Capital Corporation (ARCC) | 0.0 | $199k | 11k | 18.53 | |
| Energy Vault Holdings (NRGV) | 0.0 | $74k | 16k | 4.71 | |
| Janone (AIFC) | 0.0 | $7.6k | 13k | 0.59 |