First Manhattan as of Dec. 31, 2024
Portfolio Holdings for First Manhattan
First Manhattan holds 680 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 29.6 | $10B | 15k | 681288.04 | |
| Microsoft Corporation (MSFT) | 5.5 | $1.9B | 4.4M | 422.93 | |
| Apple (AAPL) | 4.8 | $1.6B | 6.5M | 250.74 | |
| Kkr & Co (KKR) | 3.7 | $1.2B | 8.4M | 148.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $1.0B | 5.4M | 191.05 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.9 | $973M | 17M | 57.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $869M | 1.9M | 455.67 | |
| Oracle Corporation (ORCL) | 2.5 | $855M | 5.1M | 167.68 | |
| AutoZone (AZO) | 2.4 | $830M | 258k | 3210.91 | |
| UnitedHealth (UNH) | 2.3 | $771M | 1.5M | 505.94 | |
| Broadcom (AVGO) | 1.6 | $540M | 2.3M | 233.98 | |
| salesforce (CRM) | 1.5 | $528M | 1.6M | 338.63 | |
| Applied Materials (AMAT) | 1.4 | $467M | 2.9M | 163.22 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $464M | 891k | 520.59 | |
| Danaher Corporation (DHR) | 1.3 | $438M | 1.9M | 229.96 | |
| Take-Two Interactive Software (TTWO) | 1.2 | $418M | 2.3M | 185.60 | |
| Visa Com Cl A (V) | 1.2 | $400M | 1.3M | 318.63 | |
| Texas Pacific Land Corp (TPL) | 1.1 | $374M | 338k | 1105.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $370M | 1.9M | 190.08 | |
| Lowe's Companies (LOW) | 1.0 | $350M | 1.4M | 250.09 | |
| Honeywell International (HON) | 0.9 | $316M | 1.4M | 228.00 | |
| S&p Global (SPGI) | 0.9 | $316M | 630k | 501.56 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $307M | 440k | 698.75 | |
| Amazon (AMZN) | 0.8 | $282M | 1.3M | 219.39 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $263M | 488k | 538.81 | |
| Linde SHS (LIN) | 0.8 | $258M | 608k | 424.73 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $237M | 673k | 351.79 | |
| O'reilly Automotive (ORLY) | 0.7 | $229M | 190k | 1207.26 | |
| Philip Morris International (PM) | 0.7 | $229M | 1.9M | 122.16 | |
| Copart (CPRT) | 0.7 | $224M | 3.9M | 57.39 | |
| NVIDIA Corporation (NVDA) | 0.7 | $222M | 1.6M | 134.66 | |
| Lvmh Moet Hennessy Louis Vuitton (LVMHF) | 0.6 | $204M | 310k | 657.86 | |
| McDonald's Corporation (MCD) | 0.6 | $190M | 655k | 290.45 | |
| Landbridge Company Cl A (LB) | 0.5 | $175M | 2.7M | 64.60 | |
| Intercontinental Exchange (ICE) | 0.5 | $171M | 1.1M | 149.20 | |
| Aspen Technology | 0.5 | $171M | 674k | 252.89 | |
| American Express Company (AXP) | 0.5 | $164M | 541k | 304.08 | |
| Ally Financial (ALLY) | 0.5 | $154M | 4.2M | 36.38 | |
| Marriott Intl Cl A (MAR) | 0.5 | $154M | 550k | 278.94 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $148M | 3.9M | 37.63 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $145M | 2.4M | 60.71 | |
| Keysight Technologies (KEYS) | 0.4 | $144M | 897k | 160.63 | |
| Nextera Energy (NEE) | 0.4 | $136M | 1.9M | 71.69 | |
| Johnson & Johnson (JNJ) | 0.4 | $125M | 858k | 146.14 | |
| Match Group (MTCH) | 0.3 | $113M | 3.5M | 32.71 | |
| Abbvie (ABBV) | 0.3 | $108M | 607k | 177.70 | |
| Csw Industrials (CSW) | 0.3 | $105M | 297k | 353.31 | |
| Fortive (FTV) | 0.3 | $104M | 1.4M | 75.00 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $99M | 1.2M | 81.70 | |
| Service Corporation International (SCI) | 0.3 | $97M | 1.2M | 79.92 | |
| Capital One Financial (COF) | 0.3 | $97M | 542k | 178.32 | |
| Northern Lts Fd Tr Iv Fm Focus Equity (FMCX) | 0.3 | $94M | 3.0M | 31.05 | |
| Union Pacific Corporation (UNP) | 0.3 | $88M | 381k | 231.78 | |
| Nice Sponsored Adr (NICE) | 0.3 | $87M | 489k | 177.77 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $86M | 489k | 175.23 | |
| Markel Corporation (MKL) | 0.2 | $85M | 49k | 1726.23 | |
| Assurant (AIZ) | 0.2 | $84M | 394k | 213.22 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $68M | 1.2M | 54.57 | |
| Ball Corporation (BALL) | 0.2 | $66M | 1.2M | 55.13 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $65M | 2.0M | 31.84 | |
| Meta Platforms Cl A (META) | 0.2 | $61M | 104k | 586.94 | |
| AmerisourceBergen (COR) | 0.2 | $60M | 266k | 224.68 | |
| Us Bancorp Del Com New (USB) | 0.2 | $59M | 1.2M | 49.73 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $58M | 534k | 108.86 | |
| Nike CL B (NKE) | 0.2 | $56M | 693k | 81.20 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $55M | 230k | 239.71 | |
| Coca-Cola Company (KO) | 0.2 | $55M | 880k | 62.28 | |
| Moody's Corporation (MCO) | 0.1 | $47M | 99k | 473.37 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $47M | 396k | 117.42 | |
| Eli Lilly & Co. (LLY) | 0.1 | $45M | 58k | 775.45 | |
| Canadian Natural Resources (CNQ) | 0.1 | $44M | 1.4M | 31.26 | |
| Procter & Gamble Company (PG) | 0.1 | $44M | 253k | 172.15 | |
| American Tower Reit (AMT) | 0.1 | $42M | 210k | 199.15 | |
| Ingredion Incorporated (INGR) | 0.1 | $41M | 298k | 138.11 | |
| Iqvia Holdings (IQV) | 0.1 | $40M | 206k | 196.51 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $39M | 159k | 247.16 | |
| Enbridge (ENB) | 0.1 | $38M | 898k | 42.43 | |
| Chubb (CB) | 0.1 | $38M | 125k | 299.69 | |
| Ge Aerospace Com New (GE) | 0.1 | $37M | 191k | 192.66 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $34M | 462k | 74.01 | |
| Diageo Spon Adr New (DEO) | 0.1 | $32M | 242k | 133.28 | |
| Starbucks Corporation (SBUX) | 0.1 | $32M | 335k | 94.51 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $32M | 92k | 342.77 | |
| Walt Disney Company (DIS) | 0.1 | $31M | 268k | 115.88 | |
| Boeing Company (BA) | 0.1 | $31M | 172k | 177.00 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $29M | 149k | 195.83 | |
| Snap-on Incorporated (SNA) | 0.1 | $29M | 86k | 339.48 | |
| Intel Corporation (INTC) | 0.1 | $29M | 1.4M | 20.05 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $29M | 109k | 264.13 | |
| Wells Fargo & Company (WFC) | 0.1 | $28M | 381k | 72.16 | |
| Gra (GGG) | 0.1 | $27M | 324k | 84.29 | |
| Amgen (AMGN) | 0.1 | $27M | 102k | 260.64 | |
| Stryker Corporation (SYK) | 0.1 | $25M | 68k | 360.89 | |
| International Business Machines (IBM) | 0.1 | $24M | 110k | 219.83 | |
| Vanguard World Health Car Etf (VHT) | 0.1 | $23M | 92k | 253.69 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $23M | 182k | 127.59 | |
| Douglas Emmett (DEI) | 0.1 | $22M | 1.2M | 18.75 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $22M | 200k | 107.57 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $22M | 100k | 215.49 | |
| Gates Indl Corp Ord Shs (GTES) | 0.1 | $22M | 1.0M | 20.57 | |
| American Water Works (AWK) | 0.1 | $21M | 171k | 124.49 | |
| Tmc The Metals Company (TMC) | 0.1 | $21M | 19M | 1.12 | |
| Merck & Co (MRK) | 0.1 | $20M | 193k | 100.70 | |
| RPM International (RPM) | 0.1 | $19M | 156k | 123.06 | |
| Howard Hughes Holdings (HHH) | 0.1 | $19M | 247k | 76.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $19M | 32k | 588.06 | |
| Kinsale Cap Group (KNSL) | 0.1 | $19M | 40k | 465.13 | |
| Automatic Data Processing (ADP) | 0.1 | $19M | 63k | 294.23 | |
| Pepsi (PEP) | 0.1 | $18M | 114k | 158.29 | |
| Martin Marietta Materials (MLM) | 0.1 | $18M | 35k | 516.50 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $18M | 355k | 50.07 | |
| Axis Cap Hldgs SHS (AXS) | 0.1 | $17M | 192k | 89.06 | |
| Jefferies Finl Group (JEF) | 0.0 | $17M | 217k | 78.40 | |
| Boston Scientific Corporation (BSX) | 0.0 | $17M | 190k | 89.32 | |
| Iac Com New (IAC) | 0.0 | $17M | 391k | 43.14 | |
| Costco Wholesale Corporation (COST) | 0.0 | $17M | 18k | 916.27 | |
| Navigator Hldgs SHS (NVGS) | 0.0 | $16M | 1.0M | 15.35 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $16M | 24k | 643.85 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $15M | 154k | 99.55 | |
| Range Resources (RRC) | 0.0 | $15M | 422k | 35.98 | |
| Amalgamated Financial Corp (AMAL) | 0.0 | $15M | 452k | 33.47 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $14M | 60k | 240.28 | |
| Commercial Metals Company (CMC) | 0.0 | $14M | 281k | 49.86 | |
| Home Depot (HD) | 0.0 | $14M | 36k | 388.99 | |
| ConocoPhillips (COP) | 0.0 | $14M | 140k | 99.17 | |
| Wal-Mart Stores (WMT) | 0.0 | $14M | 145k | 93.15 | |
| Motorola Solutions Com New (MSI) | 0.0 | $14M | 29k | 463.31 | |
| CarMax (KMX) | 0.0 | $13M | 159k | 81.76 | |
| Transalta Corp (TAC) | 0.0 | $13M | 890k | 14.19 | |
| Cbiz (CBZ) | 0.0 | $12M | 146k | 81.83 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $12M | 520k | 22.79 | |
| United Parcel Service CL B (UPS) | 0.0 | $12M | 93k | 126.10 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $12M | 125k | 93.33 | |
| Caleres (CAL) | 0.0 | $12M | 500k | 23.23 | |
| Veritex Hldgs (VBTX) | 0.0 | $12M | 427k | 27.16 | |
| Ge Vernova (GEV) | 0.0 | $11M | 34k | 337.75 | |
| Minerals Technologies (MTX) | 0.0 | $11M | 146k | 77.38 | |
| Pfizer (PFE) | 0.0 | $11M | 423k | 26.59 | |
| Blackline (BL) | 0.0 | $11M | 160k | 69.80 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $11M | 82k | 134.59 | |
| Nutrien (NTR) | 0.0 | $11M | 239k | 45.27 | |
| Aon Shs Cl A (AON) | 0.0 | $10M | 29k | 359.16 | |
| PNC Financial Services (PNC) | 0.0 | $10M | 54k | 192.85 | |
| Green Brick Partners (GRBK) | 0.0 | $10M | 181k | 56.49 | |
| Travelers Companies (TRV) | 0.0 | $10M | 42k | 240.89 | |
| Ameriprise Financial (AMP) | 0.0 | $9.9M | 19k | 532.43 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $9.9M | 206k | 47.82 | |
| Boston Properties (BXP) | 0.0 | $9.9M | 131k | 75.34 | |
| Loews Corporation (L) | 0.0 | $9.7M | 114k | 84.69 | |
| Sempra Energy (SRE) | 0.0 | $9.6M | 107k | 90.06 | |
| Abbott Laboratories (ABT) | 0.0 | $9.6M | 81k | 119.23 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $9.6M | 128k | 74.76 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $9.5M | 82k | 115.72 | |
| Middlesex Water Company (MSEX) | 0.0 | $9.4M | 178k | 53.01 | |
| Colgate-Palmolive Company (CL) | 0.0 | $9.4M | 103k | 91.12 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $9.0M | 32k | 283.85 | |
| Trimas Corp Com New (TRS) | 0.0 | $8.9M | 364k | 24.59 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $8.8M | 212k | 41.73 | |
| Lennar Corp Cl A (LEN) | 0.0 | $8.7M | 64k | 136.37 | |
| Msa Safety Inc equity (MSA) | 0.0 | $8.5M | 51k | 165.77 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $8.1M | 357k | 22.80 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $8.1M | 81k | 100.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $8.1M | 33k | 242.13 | |
| Consolidated Water Ord (CWCO) | 0.0 | $7.9M | 305k | 25.89 | |
| Sweetgreen Com Cl A (SG) | 0.0 | $7.9M | 246k | 32.06 | |
| Yum! Brands (YUM) | 0.0 | $7.8M | 58k | 134.16 | |
| Northern Trust Corporation (NTRS) | 0.0 | $7.7M | 74k | 103.25 | |
| Adt (ADT) | 0.0 | $7.5M | 1.1M | 6.97 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $7.4M | 178k | 41.77 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $7.4M | 350k | 21.07 | |
| Permian Resources Corp Class A Com (PR) | 0.0 | $7.3M | 510k | 14.38 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.0 | $7.2M | 210k | 34.08 | |
| Nasdaq Omx (NDAQ) | 0.0 | $7.2M | 93k | 77.31 | |
| Aercap Holdings Nv SHS (AER) | 0.0 | $7.1M | 75k | 95.70 | |
| Ciena Corp Com New (CIEN) | 0.0 | $7.1M | 84k | 84.81 | |
| Altria (MO) | 0.0 | $7.1M | 120k | 59.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $7.1M | 36k | 198.10 | |
| Eaton Corp SHS (ETN) | 0.0 | $7.1M | 21k | 331.87 | |
| Clarivate Ord Shs (CLVT) | 0.0 | $6.9M | 1.4M | 5.08 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $6.6M | 302k | 21.82 | |
| Essential Utils (WTRG) | 0.0 | $6.5M | 180k | 36.32 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $6.5M | 33k | 198.18 | |
| Chevron Corporation (CVX) | 0.0 | $6.4M | 42k | 151.74 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $6.4M | 133k | 48.23 | |
| NN (NNBR) | 0.0 | $6.3M | 1.9M | 3.27 | |
| NiSource (NI) | 0.0 | $6.2M | 167k | 37.27 | |
| Payoneer Global (PAYO) | 0.0 | $6.2M | 618k | 10.04 | |
| Morgan Stanley Com New (MS) | 0.0 | $6.2M | 49k | 125.72 | |
| Knife River Corp Common Stock (KNF) | 0.0 | $6.1M | 60k | 101.64 | |
| Booking Holdings (BKNG) | 0.0 | $6.1M | 1.2k | 4968.42 | |
| Progressive Corporation (PGR) | 0.0 | $6.0M | 13k | 469.07 | |
| Meridian Bank (MRBK) | 0.0 | $5.9M | 432k | 13.71 | |
| Esquire Financial Holdings (ESQ) | 0.0 | $5.9M | 75k | 79.50 | |
| Evergy (EVRG) | 0.0 | $5.9M | 96k | 61.55 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $5.9M | 34k | 172.42 | |
| Regency Centers Corporation (REG) | 0.0 | $5.9M | 79k | 74.64 | |
| Northern Lts Fd Tr Iv Fm Compounders (FMCE) | 0.0 | $5.8M | 239k | 24.40 | |
| Ameren Corporation (AEE) | 0.0 | $5.8M | 65k | 89.14 | |
| Entegris (ENTG) | 0.0 | $5.5M | 56k | 99.06 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $5.5M | 29k | 187.51 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $5.5M | 19k | 289.81 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $5.5M | 74k | 74.36 | |
| Metropcs Communications (TMUS) | 0.0 | $5.4M | 24k | 220.73 | |
| Gilead Sciences (GILD) | 0.0 | $5.4M | 58k | 92.37 | |
| Ida (IDA) | 0.0 | $5.3M | 49k | 109.28 | |
| Northwestern Energy Group In Com New (NWE) | 0.0 | $5.3M | 98k | 53.46 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $5.2M | 50k | 104.09 | |
| Deere & Company (DE) | 0.0 | $5.2M | 12k | 425.32 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $5.1M | 19k | 266.72 | |
| Onto Innovation (ONTO) | 0.0 | $5.1M | 31k | 166.67 | |
| SJW (HTO) | 0.0 | $5.1M | 103k | 49.22 | |
| Unilever Spon Adr New (UL) | 0.0 | $5.1M | 54k | 94.81 | |
| Quipt Home Medical Corporation (QIPT) | 0.0 | $5.0M | 1.7M | 3.05 | |
| CSX Corporation (CSX) | 0.0 | $5.0M | 155k | 32.27 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.9M | 140k | 34.60 | |
| Coty Com Cl A (COTY) | 0.0 | $4.9M | 697k | 6.96 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $4.8M | 39k | 124.18 | |
| Analog Devices (ADI) | 0.0 | $4.8M | 22k | 212.46 | |
| Bank of America Corporation (BAC) | 0.0 | $4.8M | 108k | 43.95 | |
| Newmont Mining Corporation (NEM) | 0.0 | $4.7M | 125k | 37.22 | |
| Illinois Tool Works (ITW) | 0.0 | $4.6M | 18k | 255.07 | |
| Lennar Corp CL B (LEN.B) | 0.0 | $4.6M | 35k | 132.15 | |
| Mainstreet Bancshares (MNSB) | 0.0 | $4.6M | 252k | 18.10 | |
| Diamedica Therapeutics Com New (DMAC) | 0.0 | $4.6M | 839k | 5.43 | |
| Schlumberger Com Stk (SLB) | 0.0 | $4.5M | 117k | 38.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $4.5M | 8.8k | 511.23 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $4.4M | 26k | 169.30 | |
| CF Bankshares (CFBK) | 0.0 | $4.4M | 172k | 25.54 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $4.3M | 98k | 44.04 | |
| Phillips 66 (PSX) | 0.0 | $4.2M | 27k | 160.46 | |
| Element Solutions (ESI) | 0.0 | $4.2M | 166k | 25.43 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $4.2M | 55k | 76.69 | |
| 3M Company (MMM) | 0.0 | $4.2M | 32k | 129.09 | |
| Globe Life (GL) | 0.0 | $4.1M | 37k | 111.52 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $4.1M | 1.1k | 3635.43 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $3.9M | 42k | 92.61 | |
| Constellation Brands Cl A (STZ) | 0.0 | $3.9M | 17k | 221.00 | |
| Xylem (XYL) | 0.0 | $3.8M | 33k | 116.02 | |
| Hca Holdings (HCA) | 0.0 | $3.7M | 12k | 300.15 | |
| Zoetis Cl A (ZTS) | 0.0 | $3.6M | 22k | 162.93 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $3.6M | 31k | 117.09 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $3.5M | 29k | 121.74 | |
| Paypal Holdings (PYPL) | 0.0 | $3.5M | 41k | 85.35 | |
| Apollo Global Mgmt (APO) | 0.0 | $3.5M | 21k | 165.16 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $3.4M | 26k | 130.69 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $3.4M | 30k | 115.22 | |
| Avis Budget (CAR) | 0.0 | $3.4M | 42k | 80.61 | |
| Oge Energy Corp (OGE) | 0.0 | $3.4M | 82k | 41.25 | |
| Cisco Systems (CSCO) | 0.0 | $3.3M | 57k | 59.20 | |
| M&T Bank Corporation (MTB) | 0.0 | $3.3M | 9.6k | 342.95 | |
| Otter Tail Corporation (OTTR) | 0.0 | $3.3M | 43k | 75.48 | |
| American Intl Group Com New (AIG) | 0.0 | $3.3M | 45k | 72.80 | |
| General Mills (GIS) | 0.0 | $3.2M | 51k | 63.77 | |
| Portland Gen Elec Com New (POR) | 0.0 | $3.2M | 73k | 44.12 | |
| Artesian Res Corp Cl A (ARTNA) | 0.0 | $3.2M | 99k | 32.37 | |
| Roper Industries (ROP) | 0.0 | $3.1M | 6.0k | 519.85 | |
| Alamos Gold Com Cl A (AGI) | 0.0 | $3.1M | 170k | 18.44 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $3.1M | 18k | 177.03 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $3.0M | 32k | 92.66 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $3.0M | 14k | 212.42 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $3.0M | 21k | 139.18 | |
| Bridger Aerospace Grp Hldgs (BAER) | 0.0 | $2.9M | 1.4M | 2.13 | |
| BRT Realty Trust (BRT) | 0.0 | $2.9M | 161k | 18.28 | |
| Tidewater (TDW) | 0.0 | $2.9M | 52k | 54.71 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $2.8M | 4.8k | 588.66 | |
| Ramaco Res Com Cl A (METC) | 0.0 | $2.7M | 264k | 10.26 | |
| Black Hills Corporation (BKH) | 0.0 | $2.7M | 46k | 58.52 | |
| Kla Corp Com New (KLAC) | 0.0 | $2.7M | 4.2k | 630.12 | |
| Goldman Sachs (GS) | 0.0 | $2.7M | 3.7k | 724.77 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $2.6M | 66k | 40.01 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $2.6M | 32k | 81.25 | |
| Citizens Financial (CFG) | 0.0 | $2.6M | 59k | 43.76 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $2.6M | 34k | 76.83 | |
| Bay (BCML) | 0.0 | $2.6M | 95k | 26.99 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $2.5M | 16k | 159.52 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.0 | $2.5M | 50k | 49.69 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $2.5M | 90k | 27.66 | |
| Ramaco Res Com Cl B (METCB) | 0.0 | $2.5M | 250k | 9.88 | |
| MDU Resources (MDU) | 0.0 | $2.5M | 136k | 18.15 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.4M | 5.5k | 444.68 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $2.4M | 89k | 27.26 | |
| Hershey Company (HSY) | 0.0 | $2.4M | 14k | 169.35 | |
| Cbl & Assoc Pptys Common Stock (CBL) | 0.0 | $2.4M | 81k | 29.41 | |
| CVS Caremark Corporation (CVS) | 0.0 | $2.4M | 53k | 44.89 | |
| SYSCO Corporation (SYY) | 0.0 | $2.4M | 21k | 112.78 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $2.4M | 35k | 68.06 | |
| Jacobs Engineering Group (J) | 0.0 | $2.4M | 18k | 133.62 | |
| Everus Constr Group (ECG) | 0.0 | $2.3M | 36k | 65.75 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $2.3M | 24k | 96.53 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $2.3M | 4.8k | 485.94 | |
| Air Products & Chemicals (APD) | 0.0 | $2.3M | 8.0k | 290.04 | |
| Seacor Marine Hldgs (SMHI) | 0.0 | $2.3M | 351k | 6.56 | |
| Credit Acceptance (CACC) | 0.0 | $2.3M | 4.1k | 559.02 | |
| Unitil Corporation (UTL) | 0.0 | $2.2M | 42k | 54.19 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $2.2M | 45k | 49.51 | |
| Verizon Communications (VZ) | 0.0 | $2.2M | 55k | 39.99 | |
| TJX Companies (TJX) | 0.0 | $2.2M | 18k | 120.81 | |
| Nortonlifelock (GEN) | 0.0 | $2.2M | 79k | 27.38 | |
| Plexus (PLXS) | 0.0 | $2.1M | 14k | 156.48 | |
| Mirion Technologies Com Cl A (MIR) | 0.0 | $2.1M | 120k | 17.45 | |
| Nvent Electric SHS (NVT) | 0.0 | $2.1M | 31k | 68.16 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $2.1M | 150k | 13.83 | |
| Ansys (ANSS) | 0.0 | $2.0M | 3.0k | 671.67 | |
| Chemung Financial Corp (CHMG) | 0.0 | $2.0M | 41k | 49.12 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $2.0M | 17k | 117.30 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $1.9M | 86k | 22.50 | |
| Citigroup Com New (C) | 0.0 | $1.9M | 27k | 70.39 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $1.9M | 4.0k | 464.13 | |
| Bayfirst Financial Corp (BAFN) | 0.0 | $1.8M | 139k | 13.30 | |
| General Motors Company (GM) | 0.0 | $1.8M | 35k | 53.27 | |
| Primis Financial Corp (FRST) | 0.0 | $1.8M | 158k | 11.66 | |
| Baxter International (BAX) | 0.0 | $1.8M | 56k | 32.65 | |
| Mueller Industries (MLI) | 0.0 | $1.8M | 23k | 79.36 | |
| PNM Resources (TXNM) | 0.0 | $1.8M | 37k | 49.17 | |
| Cme (CME) | 0.0 | $1.8M | 7.5k | 238.03 | |
| Mid-America Apartment (MAA) | 0.0 | $1.8M | 12k | 154.57 | |
| Northrim Ban (NRIM) | 0.0 | $1.8M | 23k | 77.94 | |
| CMS Energy Corporation (CMS) | 0.0 | $1.8M | 26k | 66.65 | |
| eBay (EBAY) | 0.0 | $1.7M | 28k | 61.95 | |
| Anthem (ELV) | 0.0 | $1.7M | 4.7k | 368.90 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $1.7M | 12k | 139.50 | |
| Public Storage (PSA) | 0.0 | $1.7M | 5.7k | 299.44 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $1.7M | 40k | 42.04 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $1.7M | 19k | 89.33 | |
| Tesla Motors (TSLA) | 0.0 | $1.6M | 4.1k | 403.84 | |
| Vimeo Common Stock (VMEO) | 0.0 | $1.6M | 250k | 6.40 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.6M | 19k | 85.66 | |
| Caterpillar (CAT) | 0.0 | $1.6M | 4.3k | 362.77 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $1.6M | 12k | 131.76 | |
| Servicenow (NOW) | 0.0 | $1.6M | 1.5k | 1060.12 | |
| MGM Resorts International. (MGM) | 0.0 | $1.5M | 45k | 34.65 | |
| Bio Rad Labs Cl A (BIO) | 0.0 | $1.5M | 4.7k | 328.51 | |
| Allstate Corporation (ALL) | 0.0 | $1.5M | 7.9k | 193.71 | |
| Kellogg Company (K) | 0.0 | $1.5M | 19k | 80.97 | |
| Blackrock (BLK) | 0.0 | $1.5M | 1.5k | 1025.11 | |
| Vulcan Materials Company (VMC) | 0.0 | $1.5M | 5.9k | 257.23 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.5M | 144k | 10.57 | |
| Devon Energy Corporation (DVN) | 0.0 | $1.5M | 47k | 32.73 | |
| Everest Re Group (EG) | 0.0 | $1.5M | 4.2k | 362.46 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.5M | 44k | 34.13 | |
| Kimco Realty Corporation (KIM) | 0.0 | $1.5M | 64k | 23.43 | |
| Amphenol Corp Cl A (APH) | 0.0 | $1.5M | 22k | 69.61 | |
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $1.4M | 62k | 23.26 | |
| At&t (T) | 0.0 | $1.4M | 62k | 22.77 | |
| Amdocs SHS (DOX) | 0.0 | $1.4M | 17k | 85.62 | |
| Waste Management (WM) | 0.0 | $1.4M | 7.0k | 201.79 | |
| Dow (DOW) | 0.0 | $1.4M | 35k | 40.13 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $1.4M | 2.9k | 469.29 | |
| Norfolk Southern (NSC) | 0.0 | $1.4M | 4.5k | 304.98 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $1.4M | 62k | 22.04 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.4M | 3.3k | 410.44 | |
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $1.3M | 57k | 23.76 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $1.3M | 67k | 20.14 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $1.3M | 9.9k | 134.25 | |
| Oneok (OKE) | 0.0 | $1.3M | 13k | 100.40 | |
| Park National Corporation (PRK) | 0.0 | $1.3M | 7.6k | 171.43 | |
| Acme United Corporation (ACU) | 0.0 | $1.3M | 35k | 37.33 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.3M | 5.7k | 224.35 | |
| C&F Financial Corporation (CFFI) | 0.0 | $1.3M | 18k | 71.69 | |
| Netflix (NFLX) | 0.0 | $1.3M | 1.4k | 891.32 | |
| Prologis (PLD) | 0.0 | $1.3M | 12k | 105.70 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.3M | 77k | 16.43 | |
| Carrier Global Corporation (CARR) | 0.0 | $1.3M | 19k | 68.48 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.3M | 49k | 25.54 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.2M | 16k | 80.27 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.2M | 21k | 60.50 | |
| Pan American Silver Corp Can (PAAS) | 0.0 | $1.2M | 61k | 20.22 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $1.2M | 45k | 27.32 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.2M | 21k | 58.93 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $1.2M | 19k | 65.75 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $1.2M | 14k | 84.77 | |
| Ecolab (ECL) | 0.0 | $1.2M | 5.2k | 234.99 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $1.2M | 50k | 24.07 | |
| 1stdibs (DIBS) | 0.0 | $1.2M | 338k | 3.54 | |
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $1.2M | 46k | 25.84 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.2M | 6.4k | 185.13 | |
| Tyler Technologies (TYL) | 0.0 | $1.2M | 2.0k | 576.64 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.2M | 14k | 84.87 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.2M | 20k | 57.41 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 20k | 56.56 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.1M | 15k | 75.61 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $1.1M | 10k | 108.06 | |
| Corteva (CTVA) | 0.0 | $1.1M | 19k | 56.96 | |
| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $1.1M | 8.4k | 130.58 | |
| Armstrong World Industries (AWI) | 0.0 | $1.1M | 7.8k | 141.33 | |
| Dupont De Nemours (DD) | 0.0 | $1.1M | 14k | 76.25 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $1.1M | 6.0k | 178.08 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $1.1M | 43k | 25.05 | |
| FedEx Corporation (FDX) | 0.0 | $1.1M | 3.8k | 282.71 | |
| Carter Bankshares Com New (CARE) | 0.0 | $1.1M | 60k | 17.59 | |
| Safety Insurance (SAFT) | 0.0 | $1.1M | 13k | 82.40 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $1.0M | 67k | 15.26 | |
| Cintas Corporation (CTAS) | 0.0 | $1.0M | 5.5k | 182.70 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | 1.6k | 636.03 | |
| Api Group Corp Com Stk (APG) | 0.0 | $997k | 28k | 35.97 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $994k | 6.1k | 164.17 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $990k | 21k | 48.33 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $988k | 102k | 9.65 | |
| Lululemon Athletica (LULU) | 0.0 | $984k | 2.6k | 382.41 | |
| Palo Alto Networks (PANW) | 0.0 | $983k | 5.4k | 181.96 | |
| Emerson Electric (EMR) | 0.0 | $960k | 7.7k | 123.93 | |
| Pacific Premier Ban | 0.0 | $959k | 39k | 24.92 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $957k | 2.4k | 401.58 | |
| Princeton Bancorp (BPRN) | 0.0 | $957k | 28k | 34.43 | |
| Parke Ban (PKBK) | 0.0 | $947k | 46k | 20.51 | |
| Repligen Corporation (RGEN) | 0.0 | $943k | 6.6k | 143.94 | |
| Citizens Community Ban (CZWI) | 0.0 | $939k | 58k | 16.29 | |
| Advanced Micro Devices (AMD) | 0.0 | $934k | 7.7k | 120.79 | |
| Brink's Company (BCO) | 0.0 | $933k | 10k | 92.77 | |
| Bank Ozk (OZK) | 0.0 | $911k | 20k | 44.53 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $910k | 27k | 34.13 | |
| Rumble Com Cl A (RUM) | 0.0 | $908k | 70k | 13.01 | |
| Hologic (HOLX) | 0.0 | $902k | 13k | 72.09 | |
| Wabtec Corporation (WAB) | 0.0 | $891k | 4.7k | 189.59 | |
| Rbc Cad (RY) | 0.0 | $877k | 7.3k | 120.51 | |
| Heritage Commerce (HTBK) | 0.0 | $863k | 92k | 9.38 | |
| Williams Companies (WMB) | 0.0 | $856k | 16k | 54.12 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $856k | 8.0k | 106.55 | |
| Hess (HES) | 0.0 | $849k | 6.4k | 133.01 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $847k | 11k | 78.61 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $843k | 35k | 23.96 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $826k | 12k | 70.28 | |
| Public Service Enterprise (PEG) | 0.0 | $822k | 9.7k | 84.49 | |
| First National Corporation (FXNC) | 0.0 | $817k | 36k | 23.01 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $814k | 11k | 72.51 | |
| One Liberty Properties (OLP) | 0.0 | $814k | 29k | 27.69 | |
| Expeditors International of Washington (EXPD) | 0.0 | $808k | 3.9k | 208.40 | |
| Zimmer Holdings (ZBH) | 0.0 | $792k | 7.5k | 105.87 | |
| IDEX Corporation (IEX) | 0.0 | $791k | 3.8k | 209.29 | |
| Shell Spon Ads (SHEL) | 0.0 | $778k | 12k | 62.65 | |
| Superior Uniform (SGC) | 0.0 | $773k | 47k | 16.53 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $764k | 3.0k | 253.75 | |
| Dollar General (DG) | 0.0 | $757k | 10k | 75.82 | |
| Datadog Cl A Com (DDOG) | 0.0 | $753k | 5.3k | 142.89 | |
| Sb Financial (SBFG) | 0.0 | $745k | 36k | 20.91 | |
| Pure Cycle Corp Com New (PCYO) | 0.0 | $743k | 59k | 12.68 | |
| Enstar Group SHS (ESGR) | 0.0 | $739k | 2.3k | 322.05 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $726k | 5.3k | 137.57 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $720k | 17k | 41.82 | |
| Central Securities (CET) | 0.0 | $712k | 16k | 45.69 | |
| Carlyle Group (CG) | 0.0 | $711k | 14k | 50.49 | |
| Constellation Energy (CEG) | 0.0 | $709k | 3.2k | 223.71 | |
| Becton, Dickinson and (BDX) | 0.0 | $696k | 3.1k | 226.87 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $691k | 2.2k | 314.12 | |
| Acadia Rlty Tr Com Sh Ben Int (AKR) | 0.0 | $688k | 28k | 24.35 | |
| Northeast Bk Lewiston Me (NBN) | 0.0 | $688k | 7.5k | 91.73 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $680k | 5.2k | 131.29 | |
| Omni (OMC) | 0.0 | $678k | 5.8k | 116.75 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $674k | 6.0k | 112.26 | |
| Crown Crafts (CRWS) | 0.0 | $674k | 147k | 4.57 | |
| Qualcomm (QCOM) | 0.0 | $668k | 4.3k | 153.62 | |
| Community West Bancshares (CWBC) | 0.0 | $666k | 34k | 19.37 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $665k | 525.00 | 1267.28 | |
| Fiserv (FI) | 0.0 | $665k | 3.2k | 205.42 | |
| Clorox Company (CLX) | 0.0 | $663k | 4.1k | 162.42 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $645k | 10k | 62.31 | |
| Micron Technology (MU) | 0.0 | $643k | 7.6k | 84.27 | |
| Cigna Corp (CI) | 0.0 | $643k | 2.3k | 276.14 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $642k | 7.5k | 86.02 | |
| Ofg Ban (OFG) | 0.0 | $639k | 15k | 42.57 | |
| EOG Resources (EOG) | 0.0 | $638k | 5.2k | 122.58 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $632k | 9.5k | 66.56 | |
| York Water Company (YORW) | 0.0 | $631k | 19k | 32.94 | |
| Op Bancorp Cmn (OPBK) | 0.0 | $629k | 40k | 15.81 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $626k | 1.6k | 402.70 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $626k | 6.1k | 103.30 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $612k | 2.6k | 232.52 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $605k | 23k | 26.63 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $600k | 965.00 | 621.80 | |
| Valley National Ban (VLY) | 0.0 | $594k | 65k | 9.16 | |
| Prestige Brands Holdings (PBH) | 0.0 | $594k | 7.6k | 78.09 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $594k | 1.1k | 521.96 | |
| Mvb Financial (MVBF) | 0.0 | $590k | 29k | 20.70 | |
| W.W. Grainger (GWW) | 0.0 | $589k | 559.00 | 1054.05 | |
| Barrick Gold Corp (GOLD) | 0.0 | $572k | 37k | 15.50 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $570k | 8.4k | 67.88 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $569k | 4.8k | 117.48 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $568k | 7.8k | 72.46 | |
| Pentair SHS (PNR) | 0.0 | $567k | 5.6k | 100.64 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $558k | 18k | 31.44 | |
| Waters Corporation (WAT) | 0.0 | $554k | 975.00 | 567.69 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $553k | 4.3k | 128.62 | |
| Sea Sponsord Ads (SE) | 0.0 | $553k | 5.2k | 106.10 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $552k | 7.4k | 74.26 | |
| Beacon Roofing Supply (BECN) | 0.0 | $549k | 5.4k | 101.58 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $545k | 9.0k | 60.35 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $542k | 9.0k | 60.30 | |
| Arch Cap Group Ord (ACGL) | 0.0 | $541k | 5.9k | 92.35 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $536k | 3.3k | 160.51 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $536k | 23k | 23.18 | |
| Diamondback Energy (FANG) | 0.0 | $529k | 3.2k | 163.84 | |
| Eversource Energy (ES) | 0.0 | $524k | 9.1k | 57.43 | |
| Landmark Ban (LARK) | 0.0 | $519k | 22k | 24.01 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $517k | 5.2k | 99.70 | |
| General Dynamics Corporation (GD) | 0.0 | $508k | 1.9k | 263.49 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $507k | 8.3k | 61.34 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $502k | 10k | 49.62 | |
| First Seacoast Bancorp (FSEA) | 0.0 | $502k | 50k | 10.04 | |
| Hilltop Holdings (HTH) | 0.0 | $501k | 18k | 28.63 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $500k | 1.8k | 280.06 | |
| Atlantic Union B (AUB) | 0.0 | $500k | 13k | 37.88 | |
| Bankunited (BKU) | 0.0 | $496k | 13k | 38.17 | |
| Equifax (EFX) | 0.0 | $491k | 1.9k | 254.85 | |
| Coherent Corp (COHR) | 0.0 | $488k | 5.2k | 94.73 | |
| Steris Shs Usd (STE) | 0.0 | $487k | 2.4k | 205.56 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $479k | 2.1k | 229.32 | |
| Uber Technologies (UBER) | 0.0 | $474k | 7.9k | 60.32 | |
| Mobile Infrastructure Corp Com Shs (BEEP) | 0.0 | $474k | 105k | 4.50 | |
| Regions Financial Corporation (RF) | 0.0 | $474k | 20k | 23.77 | |
| Trane Technologies SHS (TT) | 0.0 | $472k | 1.3k | 369.35 | |
| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $472k | 14k | 33.66 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $471k | 6.1k | 77.27 | |
| Proshares Tr Pshs Ult Hlthcre (RXL) | 0.0 | $468k | 11k | 43.99 | |
| Ametek (AME) | 0.0 | $468k | 2.6k | 180.26 | |
| Eagle Ban (EBMT) | 0.0 | $464k | 30k | 15.33 | |
| Brown & Brown (BRO) | 0.0 | $463k | 4.5k | 102.02 | |
| Brookline Ban | 0.0 | $456k | 39k | 11.80 | |
| Manpower (MAN) | 0.0 | $455k | 7.9k | 57.72 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $454k | 2.1k | 213.63 | |
| Franklin Electric (FELE) | 0.0 | $451k | 4.6k | 97.45 | |
| Northeast Cmnty Bancorp (NECB) | 0.0 | $448k | 18k | 24.46 | |
| Special Opportunities Fund (SPE) | 0.0 | $446k | 31k | 14.63 | |
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $442k | 6.5k | 67.96 | |
| Evolus (EOLS) | 0.0 | $442k | 40k | 11.04 | |
| Nathan's Famous (NATH) | 0.0 | $440k | 5.6k | 78.61 | |
| Pavmed Com New (PAVM) | 0.0 | $439k | 700k | 0.63 | |
| Prudential Financial (PRU) | 0.0 | $439k | 3.7k | 118.53 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $438k | 8.4k | 52.22 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.0 | $438k | 20k | 22.20 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $437k | 7.5k | 58.00 | |
| AZZ Incorporated (AZZ) | 0.0 | $434k | 5.3k | 81.92 | |
| Medtronic SHS (MDT) | 0.0 | $432k | 5.4k | 80.58 | |
| Bwx Technologies (BWXT) | 0.0 | $423k | 3.8k | 111.40 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $418k | 6.4k | 65.52 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $416k | 11k | 38.08 | |
| Rollins (ROL) | 0.0 | $415k | 9.0k | 46.35 | |
| Summit Matls Cl A | 0.0 | $415k | 8.2k | 50.60 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $415k | 5.3k | 78.18 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $413k | 2.0k | 211.38 | |
| Quanta Services (PWR) | 0.0 | $412k | 1.3k | 316.05 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $411k | 19k | 21.38 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $409k | 2.5k | 163.42 | |
| Magyar Bancorp (MGYR) | 0.0 | $409k | 28k | 14.60 | |
| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $405k | 5.0k | 80.98 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $404k | 6.1k | 66.06 | |
| McKesson Corporation (MCK) | 0.0 | $403k | 707.00 | 570.62 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $397k | 16k | 24.86 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $394k | 1.2k | 322.16 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $388k | 7.5k | 51.70 | |
| Air Lease Corp Cl A (AL) | 0.0 | $387k | 8.0k | 48.43 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.0 | $387k | 4.3k | 89.46 | |
| AeroVironment (AVAV) | 0.0 | $387k | 2.5k | 153.89 | |
| Clearside Biomedical (CLSD) | 0.0 | $385k | 406k | 0.95 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $383k | 5.1k | 75.69 | |
| Arrow Electronics (ARW) | 0.0 | $382k | 3.4k | 113.12 | |
| Sentinelone Cl A (S) | 0.0 | $377k | 17k | 22.20 | |
| Univest Corp. of PA (UVSP) | 0.0 | $377k | 13k | 29.51 | |
| Five Point Holdings Com Cl A (FPH) | 0.0 | $375k | 99k | 3.78 | |
| IDEXX Laboratories (IDXX) | 0.0 | $374k | 905.00 | 413.44 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $374k | 2.0k | 189.98 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $370k | 4.2k | 88.40 | |
| Amentum Holdings (AMTM) | 0.0 | $370k | 18k | 21.03 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $369k | 20k | 18.50 | |
| International Paper Company (IP) | 0.0 | $369k | 6.9k | 53.82 | |
| Hess Midstream Cl A Shs (HESM) | 0.0 | $365k | 9.9k | 37.03 | |
| Synopsys (SNPS) | 0.0 | $365k | 751.00 | 485.36 | |
| Universal Stainless & Alloy Products (USAP) | 0.0 | $363k | 8.3k | 44.03 | |
| Ark Restaurants (ARKR) | 0.0 | $363k | 33k | 11.00 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $361k | 2.5k | 142.97 | |
| CoStar (CSGP) | 0.0 | $358k | 5.0k | 71.59 | |
| Coupang Cl A (CPNG) | 0.0 | $356k | 16k | 21.98 | |
| Bank Of James Fncl (BOTJ) | 0.0 | $354k | 22k | 15.87 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $354k | 4.9k | 71.91 | |
| Sandy Spring Ban (SASR) | 0.0 | $349k | 10k | 33.71 | |
| AvalonBay Communities (AVB) | 0.0 | $348k | 1.6k | 221.67 | |
| Rayonier (RYN) | 0.0 | $346k | 10k | 33.29 | |
| D.R. Horton (DHI) | 0.0 | $345k | 2.5k | 139.82 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $343k | 3.8k | 90.06 | |
| Organon & Co Common Stock (OGN) | 0.0 | $343k | 23k | 14.92 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $341k | 800.00 | 426.72 | |
| Paycom Software (PAYC) | 0.0 | $340k | 1.7k | 204.97 | |
| Chart Industries (GTLS) | 0.0 | $340k | 1.8k | 190.84 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $334k | 2.9k | 115.13 | |
| Compass Minerals International (CMP) | 0.0 | $332k | 30k | 11.25 | |
| Rh (RH) | 0.0 | $327k | 830.00 | 393.59 | |
| M/a (MTSI) | 0.0 | $325k | 2.5k | 129.91 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $324k | 1.5k | 220.96 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $323k | 2.4k | 132.21 | |
| Paychex (PAYX) | 0.0 | $319k | 2.3k | 140.22 | |
| Microchip Technology (MCHP) | 0.0 | $318k | 5.5k | 57.35 | |
| Webster Financial Corporation (WBS) | 0.0 | $316k | 5.7k | 55.22 | |
| Target Corporation (TGT) | 0.0 | $310k | 2.3k | 135.18 | |
| GSK Sponsored Adr (GSK) | 0.0 | $309k | 9.0k | 34.20 | |
| Cadence Design Systems (CDNS) | 0.0 | $308k | 1.0k | 300.46 | |
| Exelon Corporation (EXC) | 0.0 | $308k | 8.2k | 37.64 | |
| Church & Dwight (CHD) | 0.0 | $301k | 2.9k | 104.71 | |
| Cooper Cos (COO) | 0.0 | $300k | 3.3k | 91.93 | |
| Cto Realty Growth (CTO) | 0.0 | $300k | 15k | 19.71 | |
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.0 | $294k | 6.4k | 45.86 | |
| Southwest Gas Corporation (SWX) | 0.0 | $290k | 4.1k | 70.71 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $290k | 2.2k | 131.15 | |
| Camden National Corporation (CAC) | 0.0 | $289k | 6.8k | 42.74 | |
| Fs Ban (FSBW) | 0.0 | $287k | 7.0k | 41.06 | |
| General American Investors (GAM) | 0.0 | $285k | 5.6k | 51.01 | |
| Post Holdings Inc Common (POST) | 0.0 | $280k | 2.4k | 114.46 | |
| Arista Networks Com Shs (ANET) | 0.0 | $279k | 2.5k | 110.53 | |
| L3harris Technologies (LHX) | 0.0 | $270k | 1.3k | 210.28 | |
| Nucor Corporation (NUE) | 0.0 | $269k | 2.3k | 117.26 | |
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.0 | $262k | 2.0k | 132.37 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $261k | 3.1k | 84.04 | |
| On Hldg Namen Akt A (ONON) | 0.0 | $257k | 4.7k | 54.77 | |
| Edwards Lifesciences (EW) | 0.0 | $257k | 3.5k | 74.03 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $256k | 6.3k | 40.55 | |
| Yum China Holdings (YUMC) | 0.0 | $255k | 5.3k | 48.17 | |
| Lake Shore Ban | 0.0 | $254k | 19k | 13.74 | |
| Textron (TXT) | 0.0 | $253k | 3.3k | 76.51 | |
| Snowflake Cl A (SNOW) | 0.0 | $251k | 1.6k | 154.41 | |
| Fortinet (FTNT) | 0.0 | $250k | 2.6k | 94.48 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $250k | 3.2k | 76.81 | |
| Tejon Ranch Company (TRC) | 0.0 | $248k | 16k | 15.90 | |
| Kinder Morgan (KMI) | 0.0 | $248k | 9.1k | 27.40 | |
| Broadridge Financial Solutions (BR) | 0.0 | $246k | 1.1k | 226.97 | |
| A. O. Smith Corporation (AOS) | 0.0 | $245k | 3.6k | 68.21 | |
| MetLife (MET) | 0.0 | $245k | 3.0k | 81.88 | |
| Innovid Corp Common Stock | 0.0 | $242k | 78k | 3.09 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $242k | 10k | 24.19 | |
| Darden Restaurants (DRI) | 0.0 | $239k | 1.3k | 186.69 | |
| AFLAC Incorporated (AFL) | 0.0 | $239k | 2.3k | 103.44 | |
| Aptar (ATR) | 0.0 | $238k | 1.5k | 157.10 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $235k | 60k | 3.95 | |
| Nextdecade Corp (NEXT) | 0.0 | $228k | 30k | 7.71 | |
| Avery Dennison Corporation (AVY) | 0.0 | $228k | 1.2k | 187.13 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $226k | 617.00 | 366.06 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $226k | 3.5k | 65.08 | |
| Thor Industries (THO) | 0.0 | $225k | 2.4k | 95.71 | |
| Extra Space Storage (EXR) | 0.0 | $225k | 1.5k | 149.60 | |
| Corning Incorporated (GLW) | 0.0 | $225k | 4.7k | 47.52 | |
| Realty Income (O) | 0.0 | $222k | 4.2k | 53.41 | |
| Urban Edge Pptys (UE) | 0.0 | $222k | 10k | 21.50 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $220k | 2.1k | 105.48 | |
| Robert Half International (RHI) | 0.0 | $218k | 3.1k | 70.45 | |
| Southern Company (SO) | 0.0 | $218k | 2.6k | 82.32 | |
| United Rentals (URI) | 0.0 | $218k | 309.00 | 705.38 | |
| Domino's Pizza (DPZ) | 0.0 | $216k | 515.00 | 419.76 | |
| Crown Castle Intl (CCI) | 0.0 | $216k | 2.4k | 90.76 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $216k | 2.7k | 80.97 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $215k | 4.2k | 50.88 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $213k | 1.4k | 150.86 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $208k | 2.8k | 75.63 | |
| Qxo Com New (QXO) | 0.0 | $208k | 13k | 15.90 | |
| International Flavors & Fragrances (IFF) | 0.0 | $204k | 2.4k | 84.95 | |
| Murphy Usa (MUSA) | 0.0 | $201k | 400.00 | 501.75 | |
| State Street Corporation (STT) | 0.0 | $200k | 2.0k | 98.13 | |
| Taseko Cad (TGB) | 0.0 | $194k | 100k | 1.94 | |
| Nov (NOV) | 0.0 | $190k | 13k | 14.60 | |
| Kennedy-Wilson Holdings (KW) | 0.0 | $187k | 19k | 10.11 | |
| Uscb Financial Holdings Class A Com (USCB) | 0.0 | $178k | 10k | 17.75 | |
| Nestle Sa Cham Et Vevey eqfor (NSRGF) | 0.0 | $174k | 2.1k | 82.64 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $173k | 35k | 4.99 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $173k | 10k | 17.32 | |
| United-Guardian (UG) | 0.0 | $163k | 17k | 9.56 | |
| Schweitzer-Mauduit International (MATV) | 0.0 | $158k | 15k | 10.90 | |
| Teekay Corporation SHS (TK) | 0.0 | $157k | 23k | 6.93 | |
| Roivant Sciences SHS (ROIV) | 0.0 | $143k | 12k | 11.83 | |
| Western New England Ban (WNEB) | 0.0 | $143k | 16k | 9.20 | |
| Emerald Holding (EEX) | 0.0 | $122k | 25k | 4.82 | |
| Valens Semiconductor Ordinary Shares (VLN) | 0.0 | $113k | 44k | 2.60 | |
| Kaltura (KLTR) | 0.0 | $110k | 50k | 2.20 | |
| Cerus Corporation (CERS) | 0.0 | $88k | 57k | 1.54 | |
| Opko Health (OPK) | 0.0 | $76k | 52k | 1.47 | |
| Immuneering Corp Class A Com (IMRX) | 0.0 | $71k | 32k | 2.20 | |
| Vaalco Energy Com New (EGY) | 0.0 | $50k | 11k | 4.37 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.0 | $49k | 29k | 1.73 | |
| Arbutus Biopharma (ABUS) | 0.0 | $46k | 14k | 3.27 | |
| Mogo (MOGO) | 0.0 | $34k | 26k | 1.30 | |
| Ovid Therapeutics (OVID) | 0.0 | $24k | 26k | 0.93 | |
| Grove Collaborative Hold Com Cl A (GROV) | 0.0 | $16k | 12k | 1.39 | |
| Oatly Group Ab Sponsored Ads | 0.0 | $13k | 20k | 0.66 | |
| Lucid Diagnostics (LUCD) | 0.0 | $10k | 13k | 0.82 | |
| Pinstripes Holdings Cl A Com | 0.0 | $4.0k | 10k | 0.40 |