First Manhattan

First Manhattan as of March 31, 2025

Portfolio Holdings for First Manhattan

First Manhattan holds 678 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 33.2 $11B 14k 798441.60
Microsoft Corporation (MSFT) 4.9 $1.7B 4.5M 375.39
Apple (AAPL) 4.1 $1.4B 6.3M 222.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $1.0B 1.9M 532.58
AutoZone (AZO) 2.9 $978M 256k 3812.78
Kkr & Co (KKR) 2.8 $965M 8.3M 115.61
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.6 $876M 17M 52.34
Alphabet Cap Stk Cl C (GOOG) 2.4 $838M 5.4M 156.23
Oracle Corporation (ORCL) 2.0 $686M 4.9M 139.81
UnitedHealth (UNH) 1.8 $600M 1.1M 523.75
Take-Two Interactive Software (TTWO) 1.4 $497M 2.4M 207.25
Thermo Fisher Scientific (TMO) 1.4 $472M 949k 497.98
Asml Holding N V N Y Registry Shs (ASML) 1.4 $469M 708k 662.63
Visa Com Cl A (V) 1.3 $455M 1.3M 350.46
Applied Materials (AMAT) 1.3 $448M 3.1M 145.12
Texas Pacific Land Corp (TPL) 1.3 $448M 338k 1324.99
salesforce (CRM) 1.2 $414M 1.5M 268.36
Danaher Corporation (DHR) 1.2 $397M 1.9M 205.29
Broadcom (AVGO) 1.1 $384M 2.3M 167.43
Lowe's Companies (LOW) 1.0 $328M 1.4M 233.23
Honeywell International (HON) 0.9 $320M 1.5M 211.75
S&p Global (SPGI) 0.9 $309M 608k 508.10
Linde SHS (LIN) 0.9 $304M 652k 465.64
Alphabet Cap Stk Cl A (GOOGL) 0.9 $299M 1.9M 154.64
Philip Morris International (PM) 0.9 $299M 1.9M 159.85
Amazon (AMZN) 0.7 $255M 1.3M 190.26
O'reilly Automotive (ORLY) 0.7 $251M 175k 1432.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $236M 460k 513.91
Copart (CPRT) 0.6 $221M 3.9M 56.59
Lvmh Moet Hennessy Louis Vuitton Common Stock (LVMHF) 0.6 $203M 328k 617.85
Landbridge Company Cl A (LB) 0.6 $201M 2.8M 71.94
NVIDIA Corporation (NVDA) 0.6 $199M 1.8M 108.39
Intercontinental Exchange (ICE) 0.6 $199M 1.2M 172.50
Accenture Plc Ireland Shs Class A (ACN) 0.6 $196M 628k 312.04
McDonald's Corporation (MCD) 0.6 $194M 621k 312.37
Mondelez Intl Cl A (MDLZ) 0.5 $164M 2.4M 68.32
Ally Financial (ALLY) 0.5 $155M 4.3M 36.47
American Express Company (AXP) 0.4 $140M 519k 269.05
Johnson & Johnson (JNJ) 0.4 $131M 789k 165.84
Marriott Intl Cl A (MAR) 0.4 $131M 549k 238.20
Abbvie (ABBV) 0.4 $130M 618k 209.52
Comcast Corp Cl A (CMCSA) 0.4 $129M 3.5M 36.90
Union Pacific Corporation (UNP) 0.3 $118M 498k 236.24
Match Group (MTCH) 0.3 $108M 3.5M 31.20
Fortive (FTV) 0.3 $100M 1.4M 73.18
Kinsale Cap Group (KNSL) 0.3 $98M 201k 486.71
Service Corporation International (SCI) 0.3 $97M 1.2M 80.20
Capital One Financial (COF) 0.3 $93M 519k 179.30
Northern Lts Fd Tr Iv Fm Focus Equity (FMCX) 0.3 $91M 3.1M 29.76
Nestle Sa Spon Adr (NSRGY) 0.3 $90M 893k 101.17
Nice Sponsored Adr (NICE) 0.3 $90M 583k 154.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $87M 503k 173.23
Ball Corporation (BALL) 0.3 $86M 1.7M 52.07
Keysight Technologies (KEYS) 0.2 $86M 571k 149.77
Csw Industrials (CSW) 0.2 $83M 286k 291.52
Assurant (AIZ) 0.2 $80M 381k 209.75
AmerisourceBergen (COR) 0.2 $77M 277k 278.09
JPMorgan Chase & Co. (JPM) 0.2 $74M 302k 245.30
Meta Platforms Cl A (META) 0.2 $70M 121k 576.36
Ge Vernova (GEV) 0.2 $70M 228k 305.28
Coca-Cola Company (KO) 0.2 $69M 952k 72.12
Vertiv Holdings Com Cl A (VRT) 0.2 $66M 918k 72.20
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $59M 1.2M 48.41
Brookfield Infrast Partners Lp Int Unit (BIP) 0.2 $58M 1.9M 29.79
Nike CL B (NKE) 0.2 $54M 849k 63.84
Us Bancorp Del Com New (USB) 0.1 $50M 1.2M 42.71
Veralto Corp Com Shs (VLTO) 0.1 $50M 508k 97.55
American Tower Reit (AMT) 0.1 $48M 220k 217.60
Markel Corporation (MKL) 0.1 $47M 25k 1869.61
Chubb (CB) 0.1 $47M 155k 302.84
Eli Lilly & Co. (LLY) 0.1 $46M 56k 825.91
Moody's Corporation (MCO) 0.1 $44M 95k 465.69
Starbucks Corporation (SBUX) 0.1 $44M 446k 98.09
Canadian Natural Resources (CNQ) 0.1 $44M 1.4M 31.20
Procter & Gamble Company (PG) 0.1 $42M 246k 170.42
Iqvia Holdings (IQV) 0.1 $41M 233k 176.30
Ingredion Incorporated (INGR) 0.1 $40M 296k 135.21
Blackline (BL) 0.1 $40M 816k 48.42
Ge Aerospace Com New (GE) 0.1 $37M 187k 200.45
Enbridge (ENB) 0.1 $37M 842k 44.26
Charles Schwab Corporation (SCHW) 0.1 $36M 461k 78.28
Hilton Worldwide Holdings (HLT) 0.1 $35M 152k 227.55
Tmc The Metals Company (TMC) 0.1 $32M 19M 1.72
Amgen (AMGN) 0.1 $31M 98k 311.55
Charter Communications Inc N Cl A (CHTR) 0.1 $30M 82k 368.53
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $29M 149k 193.99
Centene Corporation (CNC) 0.1 $29M 475k 60.71
Diageo Spon Adr New (DEO) 0.1 $29M 271k 106.30
Snap-on Incorporated (SNA) 0.1 $29M 85k 337.01
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $29M 110k 258.62
Boeing Company (BA) 0.1 $28M 166k 170.55
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $27M 437k 61.56
International Business Machines (IBM) 0.1 $27M 108k 248.66
Gra (GGG) 0.1 $27M 319k 83.51
Wells Fargo & Company (WFC) 0.1 $26M 363k 71.79
Walt Disney Company (DIS) 0.1 $25M 256k 98.70
Stryker Corporation (SYK) 0.1 $25M 67k 373.09
Vanguard World Health Car Etf (VHT) 0.1 $24M 92k 264.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $24M 182k 128.96
American Water Works (AWK) 0.1 $23M 159k 147.52
Nextera Energy (NEE) 0.1 $23M 329k 70.89
Intel Corporation (INTC) 0.1 $23M 1.0M 22.71
Exxon Mobil Corporation (XOM) 0.1 $22M 186k 118.93
Pepsi (PEP) 0.1 $22M 145k 149.94
Morgan Stanley Com New (MS) 0.1 $22M 186k 116.67
Howard Hughes Holdings (HHH) 0.1 $20M 268k 74.08
Uber Technologies (UBER) 0.1 $20M 271k 72.86
Douglas Emmett (DEI) 0.1 $20M 1.2M 16.19
Blackstone Group Inc Com Cl A (BX) 0.1 $19M 137k 139.78
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $19M 101k 188.17
Axis Cap Hldgs SHS (AXS) 0.1 $19M 188k 100.68
Boston Scientific Corporation (BSX) 0.1 $19M 187k 100.88
Automatic Data Processing (ADP) 0.1 $19M 60k 307.08
Costco Wholesale Corporation (COST) 0.1 $18M 19k 945.78
RPM International (RPM) 0.1 $18M 154k 115.68
Iac Com New (IAC) 0.1 $17M 379k 45.94
Aris Water Solutions Class A Com (ARIS) 0.1 $17M 540k 32.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $17M 31k 561.10
Martin Marietta Materials (MLM) 0.0 $17M 36k 478.13
Range Resources (RRC) 0.0 $17M 414k 39.93
Merck & Co (MRK) 0.0 $16M 177k 90.57
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $16M 154k 102.65
Gates Indl Corp Ord Shs (GTES) 0.0 $16M 855k 18.41
Vanguard Index Fds Small Cp Etf (VB) 0.0 $15M 68k 221.75
ConocoPhillips (COP) 0.0 $14M 137k 105.02
Enterprise Products Partners (EPD) 0.0 $14M 405k 34.14
Navigator Hldgs SHS (NVGS) 0.0 $14M 1.0M 13.36
Mastercard Incorporated Cl A (MA) 0.0 $13M 24k 548.12
Boston Properties (BXP) 0.0 $13M 187k 68.17
Commercial Metals Company (CMC) 0.0 $13M 272k 46.19
Motorola Solutions Com New (MSI) 0.0 $13M 29k 438.89
Wal-Mart Stores (WMT) 0.0 $13M 143k 88.02
CarMax (KMX) 0.0 $12M 158k 77.92
Home Depot (HD) 0.0 $12M 34k 366.49
Amphenol Corp Cl A (APH) 0.0 $12M 187k 65.73
Amalgamated Financial Corp (AMAL) 0.0 $12M 424k 28.75
Crown Holdings (CCK) 0.0 $12M 130k 89.49
Jefferies Finl Group (JEF) 0.0 $12M 217k 53.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $11M 225k 50.83
Aon Shs Cl A (AON) 0.0 $11M 29k 399.09
Nutrien (NTR) 0.0 $11M 226k 50.17
Travelers Companies (TRV) 0.0 $11M 42k 264.46
Middlesex Water Company (MSEX) 0.0 $11M 170k 64.10
Cbiz (CBZ) 0.0 $11M 143k 75.86
Veritex Hldgs (VBTX) 0.0 $11M 430k 24.97
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $11M 482k 22.16
Arthur J. Gallagher & Co. (AJG) 0.0 $11M 31k 345.24
Abbott Laboratories (ABT) 0.0 $11M 79k 132.65
Green Brick Partners (GRBK) 0.0 $10M 178k 58.31
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $10M 123k 83.91
Loews Corporation (L) 0.0 $10M 110k 91.91
Pfizer (PFE) 0.0 $9.9M 390k 25.34
Spdr Gold Tr Gold Shs (GLD) 0.0 $9.8M 34k 288.14
Caleres (CAL) 0.0 $9.7M 560k 17.30
Raytheon Technologies Corp (RTX) 0.0 $9.6M 73k 132.46
Agilent Technologies Inc C ommon (A) 0.0 $9.3M 79k 116.98
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $9.2M 7.7k 1200.80
Minerals Technologies (MTX) 0.0 $9.2M 145k 63.57
Yum! Brands (YUM) 0.0 $9.2M 58k 157.36
PNC Financial Services (PNC) 0.0 $9.0M 51k 175.77
Ameriprise Financial (AMP) 0.0 $8.9M 18k 484.11
Adt (ADT) 0.0 $8.8M 1.1M 8.20
Lvmh Moet Hennessy Louis Vuitton Sa Unp Unspd Adr (LVMUY) 0.0 $8.8M 71k 123.87
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $8.7M 102k 85.05
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $8.6M 209k 41.13
Trimas Corp Com New (TRS) 0.0 $8.6M 366k 23.43
United Parcel Service CL B (UPS) 0.0 $8.3M 76k 109.99
Transalta Corp (TAC) 0.0 $8.3M 882k 9.39
Taylor Morrison Hom (TMHC) 0.0 $8.0M 134k 60.04
Colgate-Palmolive Company (CL) 0.0 $8.0M 85k 93.70
Aercap Holdings Nv SHS (AER) 0.0 $7.7M 75k 102.44
Sempra Energy (SRE) 0.0 $7.6M 105k 71.99
Msa Safety Inc equity (MSA) 0.0 $7.5M 51k 146.69
Sanofi Sponsored Adr (SNY) 0.0 $7.4M 133k 55.46
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $7.2M 350k 20.70
Consolidated Water Ord (CWCO) 0.0 $7.2M 295k 24.49
Target Corporation (TGT) 0.0 $7.2M 69k 104.36
Metropcs Communications (TMUS) 0.0 $7.1M 27k 266.71
Permian Resources Corp Class A Com (PR) 0.0 $7.1M 510k 13.85
Wyndham Hotels And Resorts (WH) 0.0 $7.0M 78k 90.51
Siriusxm Holdings Common Stock (SIRI) 0.0 $7.0M 311k 22.55
Chevron Corporation (CVX) 0.0 $7.0M 42k 167.29
Nasdaq Omx (NDAQ) 0.0 $6.9M 91k 75.86
Spirit Aerosystems Hldgs Com Cl A (SPR) 0.0 $6.8M 199k 34.46
Northern Trust Corporation (NTRS) 0.0 $6.8M 69k 99.40
Gilead Sciences (GILD) 0.0 $6.5M 58k 112.05
Ameren Corporation (AEE) 0.0 $6.4M 64k 100.40
Capital Southwest Corporation (CSWC) 0.0 $6.4M 287k 22.32
NiSource (NI) 0.0 $6.4M 159k 40.09
Goldman Sachs (GS) 0.0 $6.3M 12k 546.29
Evergy (EVRG) 0.0 $6.2M 91k 68.95
Meridian Bank (MRBK) 0.0 $6.2M 432k 14.40
Sweetgreen Com Cl A (SG) 0.0 $6.1M 245k 25.02
Essential Utils (WTRG) 0.0 $6.1M 155k 39.53
Bank of America Corporation (BAC) 0.0 $6.1M 146k 41.73
Northern Lts Fd Tr Iv Fm Compounders (FMCE) 0.0 $6.0M 241k 24.98
Newmont Mining Corporation (NEM) 0.0 $6.0M 125k 48.28
Eaton Corp SHS (ETN) 0.0 $6.0M 22k 271.83
Kyndryl Hldgs Common Stock (KD) 0.0 $6.0M 190k 31.40
Marsh & McLennan Companies (MMC) 0.0 $5.9M 24k 244.03
Altria (MO) 0.0 $5.9M 96k 60.94
Regency Centers Corporation (REG) 0.0 $5.8M 78k 74.47
Novartis Sponsored Adr (NVS) 0.0 $5.7M 50k 115.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $5.7M 31k 186.29
Hca Holdings (HCA) 0.0 $5.6M 16k 345.55
SJW (HTO) 0.0 $5.5M 100k 54.69
Northwestern Energy Group In Com New (NWE) 0.0 $5.4M 94k 57.87
Clarivate Ord Shs (CLVT) 0.0 $5.4M 1.4M 3.93
Deere & Company (DE) 0.0 $5.4M 11k 470.97
Ida (IDA) 0.0 $5.3M 46k 116.22
Knife River Corp Common Stock (KNF) 0.0 $5.1M 57k 90.21
Entegris (ENTG) 0.0 $4.9M 57k 87.48
Chesapeake Utilities Corporation (CPK) 0.0 $4.9M 38k 129.06
Schlumberger Com Stk (SLB) 0.0 $4.9M 117k 42.09
Globe Life (GL) 0.0 $4.9M 37k 131.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $4.7M 104k 45.26
3M Company (MMM) 0.0 $4.6M 32k 146.86
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $4.6M 18k 253.86
CSX Corporation (CSX) 0.0 $4.6M 155k 29.43
Alamos Gold Com Cl A (AGI) 0.0 $4.5M 170k 26.72
Payoneer Global (PAYO) 0.0 $4.5M 618k 7.31
Booking Holdings (BKNG) 0.0 $4.4M 963.00 4606.91
Mccormick & Co Com Non Vtg (MKC) 0.0 $4.4M 53k 82.31
NN (NNBR) 0.0 $4.4M 1.9M 2.26
Texas Instruments Incorporated (TXN) 0.0 $4.3M 24k 179.70
Illinois Tool Works (ITW) 0.0 $4.3M 17k 249.52
Esquire Financial Holdings (ESQ) 0.0 $4.3M 57k 75.38
Vanguard Index Fds Value Etf (VTV) 0.0 $4.2M 24k 172.74
Otis Worldwide Corp (OTIS) 0.0 $4.2M 41k 103.20
Mainstreet Bancshares (MNSB) 0.0 $4.1M 245k 16.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $4.0M 8.6k 469.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $4.0M 24k 166.68
Quipt Home Medical Corporation (QIPT) 0.0 $3.8M 1.7M 2.33
Coty Com Cl A (COTY) 0.0 $3.8M 701k 5.47
Xylem (XYL) 0.0 $3.8M 32k 119.46
Camden Ppty Tr Sh Ben Int (CPT) 0.0 $3.8M 31k 123.35
Analog Devices (ADI) 0.0 $3.8M 19k 201.67
CF Bankshares (CFBK) 0.0 $3.8M 172k 22.04
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $3.8M 44k 85.00
Oge Energy Corp (OGE) 0.0 $3.8M 82k 45.96
Element Solutions (ESI) 0.0 $3.8M 166k 22.61
American Intl Group Com New (AIG) 0.0 $3.7M 42k 86.94
Progressive Corporation (PGR) 0.0 $3.7M 13k 283.01
Ciena Corp Com New (CIEN) 0.0 $3.6M 60k 60.43
Constellation Brands Cl A (STZ) 0.0 $3.5M 19k 183.52
Apollo Global Mgmt (APO) 0.0 $3.4M 25k 136.94
Lamar Advertising Cl A (LAMR) 0.0 $3.4M 30k 113.78
Otter Tail Corporation (OTTR) 0.0 $3.4M 42k 80.37
Zoetis Cl A (ZTS) 0.0 $3.4M 20k 164.65
Cisco Systems (CSCO) 0.0 $3.3M 54k 61.71
Portland Gen Elec Com New (POR) 0.0 $3.3M 73k 45.10
Kla Corp Com New (KLAC) 0.0 $3.3M 4.8k 679.80
Phillips 66 (PSX) 0.0 $3.2M 26k 123.48
Onto Innovation (ONTO) 0.0 $3.2M 27k 121.34
Paypal Holdings (PYPL) 0.0 $3.2M 49k 65.25
Avis Budget (CAR) 0.0 $3.1M 41k 75.90
Composecure Com Cl A (CMPO) 0.0 $3.1M 289k 10.87
Roper Industries (ROP) 0.0 $3.1M 5.3k 589.58
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $3.1M 30k 104.57
Kimberly-Clark Corporation (KMB) 0.0 $3.1M 21k 143.40
General Mills (GIS) 0.0 $3.0M 51k 59.79
Unilever Spon Adr New (UL) 0.0 $3.0M 50k 59.55
Artesian Res Corp Cl A (ARTNA) 0.0 $3.0M 92k 32.65
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $2.9M 32k 90.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $2.9M 10k 274.84
Bank of New York Mellon Corporation (BK) 0.0 $2.8M 34k 83.87
BRT Realty Trust (BRT) 0.0 $2.8M 161k 17.25
Black Hills Corporation (BKH) 0.0 $2.7M 45k 60.65
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $2.7M 21k 132.23
CVS Caremark Corporation (CVS) 0.0 $2.7M 40k 67.75
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $2.7M 32k 82.54
Lennar Corp CL B (LEN.B) 0.0 $2.6M 24k 109.07
Ishares Tr Core S&p500 Etf (IVV) 0.0 $2.6M 4.7k 561.88
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $2.6M 18k 146.61
Prologis (PLD) 0.0 $2.5M 23k 111.79
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.0 $2.5M 50k 50.14
Marathon Petroleum Corp (MPC) 0.0 $2.5M 17k 145.69
Citizens Financial (CFG) 0.0 $2.4M 60k 40.97
Verizon Communications (VZ) 0.0 $2.4M 53k 45.36
Bay (BCML) 0.0 $2.4M 95k 25.32
Air Products & Chemicals (APD) 0.0 $2.4M 8.1k 294.92
Cbl & Assoc Pptys Common Stock (CBL) 0.0 $2.4M 90k 26.58
Teledyne Technologies Incorporated (TDY) 0.0 $2.3M 4.6k 497.71
Enterprise Financial Services (EFSC) 0.0 $2.3M 43k 53.74
Diamedica Therapeutics Com New (DMAC) 0.0 $2.3M 606k 3.79
MDU Resources (MDU) 0.0 $2.2M 131k 17.04
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $2.2M 21k 104.58
Graphic Packaging Holding Company (GPK) 0.0 $2.2M 86k 26.07
Ishares Tr U.s. Tech Etf (IYW) 0.0 $2.2M 16k 140.44
Tidewater (TDW) 0.0 $2.2M 52k 42.27
TJX Companies (TJX) 0.0 $2.2M 18k 121.80
Ramaco Res Com Cl A (METC) 0.0 $2.2M 264k 8.23
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.0 $2.2M 60k 36.11
Adobe Systems Incorporated (ADBE) 0.0 $2.2M 5.6k 383.53
Unitil Corporation (UTL) 0.0 $2.2M 37k 57.69
White Mountains Insurance Gp (WTM) 0.0 $2.1M 1.1k 1925.81
Mueller Wtr Prods Com Ser A (MWA) 0.0 $2.1M 83k 25.42
Bayfirst Financial Corp (BAFN) 0.0 $2.1M 126k 16.73
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $2.1M 24k 87.17
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $2.1M 146k 14.34
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.0 $2.1M 74k 27.91
Credit Acceptance (CACC) 0.0 $2.0M 3.9k 516.35
Cme (CME) 0.0 $2.0M 7.4k 265.29
Duke Energy Corp Com New (DUK) 0.0 $2.0M 16k 121.97
PNM Resources (TXNM) 0.0 $2.0M 37k 53.48
Chemung Financial Corp (CHMG) 0.0 $2.0M 41k 47.89
Jacobs Engineering Group (J) 0.0 $1.9M 16k 120.89
Mid-America Apartment (MAA) 0.0 $1.9M 12k 167.58
Baxter International (BAX) 0.0 $1.9M 56k 34.38
Nortonlifelock (GEN) 0.0 $1.9M 72k 26.54
At&t (T) 0.0 $1.9M 67k 28.28
CMS Energy Corporation (CMS) 0.0 $1.9M 25k 75.11
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $1.9M 78k 24.21
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $1.9M 75k 25.15
Anthem (ELV) 0.0 $1.9M 4.3k 434.96
Lockheed Martin Corporation (LMT) 0.0 $1.8M 4.1k 446.71
Ramaco Res Com Cl B (METCB) 0.0 $1.8M 257k 7.11
Northrim Ban (NRIM) 0.0 $1.8M 25k 73.22
Seacor Marine Hldgs (SMHI) 0.0 $1.8M 357k 5.06
Devon Energy Corporation (DVN) 0.0 $1.7M 47k 37.40
M&T Bank Corporation (MTB) 0.0 $1.7M 9.7k 178.75
Bridger Aerospace Grp Hldgs (BAER) 0.0 $1.7M 1.5M 1.13
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $1.6M 58k 28.41
Pan American Silver Corp Can (PAAS) 0.0 $1.6M 63k 25.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $1.6M 45k 36.41
Waste Management (WM) 0.0 $1.6M 7.0k 231.51
Plexus (PLXS) 0.0 $1.6M 13k 128.13
Nvent Electric SHS (NVT) 0.0 $1.6M 31k 52.42
Sprott Physical Gold Tr Unit (PHYS) 0.0 $1.6M 67k 24.06
Allstate Corporation (ALL) 0.0 $1.6M 7.6k 208.06
Select Sector Spdr Tr Energy (XLE) 0.0 $1.6M 17k 93.45
General Motors Company (GM) 0.0 $1.6M 33k 47.03
Warner Bros Discovery Com Ser A (WBD) 0.0 $1.6M 145k 10.73
Select Sector Spdr Tr Indl (XLI) 0.0 $1.6M 12k 131.07
Caterpillar (CAT) 0.0 $1.5M 4.7k 329.81
Primis Financial Corp (FRST) 0.0 $1.5M 158k 9.77
Everest Re Group (EG) 0.0 $1.5M 4.2k 363.33
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $1.5M 19k 81.76
Amdocs SHS (DOX) 0.0 $1.5M 16k 92.03
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.5M 4.0k 370.82
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $1.4M 59k 24.18
Cabot Oil & Gas Corporation (CTRA) 0.0 $1.4M 49k 28.90
Blackrock (BLK) 0.0 $1.4M 1.5k 946.48
SYSCO Corporation (SYY) 0.0 $1.4M 19k 75.04
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $1.4M 37k 36.99
Pinnacle West Capital Corporation (PNW) 0.0 $1.4M 14k 95.25
Netflix (NFLX) 0.0 $1.4M 1.5k 932.53
Kimco Realty Corporation (KIM) 0.0 $1.3M 64k 21.24
Acme United Corporation (ACU) 0.0 $1.3M 33k 39.76
Vulcan Materials Company (VMC) 0.0 $1.3M 5.7k 233.30
Public Storage (PSA) 0.0 $1.3M 4.4k 299.29
Servicenow (NOW) 0.0 $1.3M 1.7k 796.14
Vimeo Common Stock (VMEO) 0.0 $1.3M 250k 5.26
Ecolab (ECL) 0.0 $1.3M 5.2k 254.18
Emerson Electric (EMR) 0.0 $1.3M 12k 109.64
Oneok (OKE) 0.0 $1.3M 13k 99.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.3M 21k 62.10
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $1.3M 19k 67.26
MGM Resorts International. (MGM) 0.0 $1.3M 43k 29.64
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $1.3M 46k 27.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.3M 45k 27.96
Blue Owl Capital Com Cl A (OWL) 0.0 $1.2M 62k 20.04
Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.2M 15k 81.73
Dow (DOW) 0.0 $1.2M 35k 34.92
Tyler Technologies (TYL) 0.0 $1.2M 2.1k 581.39
Corteva (CTVA) 0.0 $1.2M 19k 62.93
Cullen/Frost Bankers (CFR) 0.0 $1.2M 9.5k 125.20
Alcon Ord Shs (ALC) 0.0 $1.2M 13k 94.08
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.2M 15k 80.65
Sprott Physical Silver Tr Tr Unit (PSLV) 0.0 $1.2M 102k 11.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $1.2M 6.3k 188.16
Huntington Bancshares Incorporated (HBAN) 0.0 $1.2M 77k 15.16
Carrier Global Corporation (CARR) 0.0 $1.2M 18k 63.40
Cintas Corporation (CTAS) 0.0 $1.1M 5.5k 205.53
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $1.1M 5.7k 197.46
eBay (EBAY) 0.0 $1.1M 17k 67.73
Bristol Myers Squibb (BMY) 0.0 $1.1M 18k 60.99
Mirion Technologies Com Cl A (MIR) 0.0 $1.1M 77k 14.50
Tesla Motors (TSLA) 0.0 $1.1M 4.3k 259.16
Park National Corporation (PRK) 0.0 $1.1M 7.2k 151.40
C&F Financial Corporation (CFFI) 0.0 $1.1M 16k 67.85
Citigroup Com New (C) 0.0 $1.1M 15k 70.99
Armstrong World Industries (AWI) 0.0 $1.1M 7.6k 140.88
Everus Constr Group (ECG) 0.0 $1.1M 29k 37.09
Vanguard Wellington Us Multifactor (VFMF) 0.0 $1.1M 8.4k 126.31
Norfolk Southern (NSC) 0.0 $1.0M 4.3k 236.85
1stdibs (DIBS) 0.0 $1.0M 338k 3.04
Hess (HES) 0.0 $1.0M 6.4k 159.73
Safety Insurance (SAFT) 0.0 $1.0M 13k 78.88
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.0M 6.7k 150.98
Select Sector Spdr Tr Financial (XLF) 0.0 $1.0M 20k 49.81
Bio Rad Labs Cl A (BIO) 0.0 $1000k 4.1k 243.56
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $998k 54k 18.59
Soundhound Ai Class A Com (SOUN) 0.0 $985k 121k 8.12
Carter Bankshares Com New (CARE) 0.0 $971k 60k 16.18
Ishares Gold Tr Ishares New (IAU) 0.0 $970k 17k 58.96
Ansys (ANSS) 0.0 $963k 3.0k 316.56
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $959k 5.6k 170.89
Williams Companies (WMB) 0.0 $953k 16k 59.76
Parker-Hannifin Corporation (PH) 0.0 $945k 1.6k 607.85
Ishares Tr Core Msci Eafe (IEFA) 0.0 $939k 12k 75.65
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.0 $929k 14k 68.14
Dupont De Nemours (DD) 0.0 $925k 12k 74.68
Palo Alto Networks (PANW) 0.0 $914k 5.4k 170.64
Shopify Cl A (SHOP) 0.0 $912k 9.6k 95.48
Shell Spon Ads (SHEL) 0.0 $910k 12k 73.28
Arch Cap Group Ord (ACGL) 0.0 $910k 9.5k 96.18
Enstar Group SHS (ESGR) 0.0 $904k 2.7k 332.38
Northrop Grumman Corporation (NOC) 0.0 $903k 1.8k 512.01
Tanger Factory Outlet Centers (SKT) 0.0 $901k 27k 33.79
Bank Ozk (OZK) 0.0 $888k 20k 43.45
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $880k 11k 81.67
Heritage Commerce (HTBK) 0.0 $876k 92k 9.52
FedEx Corporation (FDX) 0.0 $871k 3.6k 245.16
Parke Ban (PKBK) 0.0 $869k 46k 18.84
Delta Air Lines Inc Del Com New (DAL) 0.0 $864k 20k 43.60
Wabtec Corporation (WAB) 0.0 $853k 4.7k 181.35
Princeton Bancorp (BPRN) 0.0 $849k 28k 30.55
Public Service Enterprise (PEG) 0.0 $840k 10k 82.30
Zimmer Holdings (ZBH) 0.0 $837k 7.4k 113.42
Repligen Corporation (RGEN) 0.0 $833k 6.6k 127.24
Micron Technology (MU) 0.0 $831k 9.6k 87.00
Citizens Community Ban (CZWI) 0.0 $829k 58k 14.38
Rbc Cad (RY) 0.0 $821k 7.3k 112.72
Pacific Premier Ban 0.0 $820k 39k 21.32
Consolidated Edison (ED) 0.0 $810k 7.3k 110.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $810k 13k 60.66
Brink's Company (BCO) 0.0 $809k 9.4k 86.16
First National Corporation (FXNC) 0.0 $797k 36k 22.45
Intuitive Surgical Com New (ISRG) 0.0 $792k 1.6k 495.27
Canadian Pacific Kansas City (CP) 0.0 $790k 11k 70.31
One Liberty Properties (OLP) 0.0 $785k 29k 26.72
Dollar General (DG) 0.0 $783k 8.9k 87.93
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $773k 18k 43.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $769k 5.3k 146.01
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $758k 30k 25.55
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $754k 1.6k 484.82
Lennar Corp Cl A (LEN) 0.0 $753k 6.6k 114.78
Resolute Hldgs Mgmt (RHLD) 0.0 $752k 24k 31.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $749k 3.1k 244.64
Willis Towers Watson SHS (WTW) 0.0 $746k 2.2k 338.87
Sb Financial (SBFG) 0.0 $742k 36k 20.82
Ishares Tr Core High Dv Etf (HDV) 0.0 $727k 6.0k 121.12
TransDigm Group Incorporated (TDG) 0.0 $726k 525.00 1383.29
Fiserv (FI) 0.0 $714k 3.2k 220.83
Central Securities (CET) 0.0 $701k 16k 44.96
Fastenal Company (FAST) 0.0 $699k 9.0k 77.55
Ishares Tr Select Divid Etf (DVY) 0.0 $696k 5.2k 134.29
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $695k 5.7k 122.02
Northeast Bk Lewiston Me (NBN) 0.0 $687k 7.5k 91.54
Becton, Dickinson and (BDX) 0.0 $685k 3.0k 229.06
IDEX Corporation (IEX) 0.0 $684k 3.8k 180.97
EOG Resources (EOG) 0.0 $647k 5.0k 128.24
Ishares Core Msci Emkt (IEMG) 0.0 $643k 12k 53.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $640k 1.8k 361.09
Constellation Energy (CEG) 0.0 $639k 3.2k 201.63
Community West Bancshares (CWBC) 0.0 $635k 34k 18.48
Pure Cycle Corp Com New (PCYO) 0.0 $631k 60k 10.47
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $627k 6.8k 92.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $626k 23k 27.57
BP Sponsored Adr (BP) 0.0 $621k 18k 33.79
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $619k 8.4k 73.69
Carlyle Group (CG) 0.0 $614k 14k 43.59
Liberty Media Corp Del Com Lbty Liv S A (LLYVA) 0.0 $613k 9.1k 67.24
York Water Company (YORW) 0.0 $607k 17k 34.90
Kellogg Company (K) 0.0 $605k 7.3k 82.49
Ofg Ban (OFG) 0.0 $605k 15k 40.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $604k 10k 58.35
Clorox Company (CLX) 0.0 $601k 4.1k 147.26
Acadia Rlty Tr Com Sh Ben Int (AKR) 0.0 $598k 28k 21.15
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $590k 7.5k 78.28
Landmark Ban (LARK) 0.0 $589k 22k 27.24
Cigna Corp (CI) 0.0 $588k 1.8k 329.00
Eversource Energy (ES) 0.0 $583k 9.4k 62.11
First Seacoast Bancorp (FSEA) 0.0 $583k 50k 11.65
Mueller Industries (MLI) 0.0 $571k 7.5k 76.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $562k 4.8k 115.95
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $552k 7.4k 74.19
Select Sector Spdr Tr Technology (XLK) 0.0 $552k 2.7k 206.48
Lam Research Corp Com New (LRCX) 0.0 $551k 7.6k 72.93
Crown Crafts (CRWS) 0.0 $548k 147k 3.72
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $545k 18k 30.73
CoStar (CSGP) 0.0 $543k 6.8k 79.23
Steris Shs Usd (STE) 0.0 $537k 2.4k 226.65
W.W. Grainger (GWW) 0.0 $533k 540.00 987.83
Hilltop Holdings (HTH) 0.0 $533k 18k 30.45
Five Point Holdings Com Cl A (FPH) 0.0 $530k 99k 5.34
Diamondback Energy (FANG) 0.0 $528k 3.3k 159.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $526k 8.8k 59.40
Proshares Tr Pshs Ult Hlthcre (RXL) 0.0 $518k 11k 48.69
Pavmed Com New (PAVM) 0.0 $515k 714k 0.72
Vitesse Energy Common Stock (VTS) 0.0 $515k 21k 24.59
General Dynamics Corporation (GD) 0.0 $514k 1.9k 272.58
Astrazeneca Sponsored Adr (AZN) 0.0 $513k 7.0k 73.50
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $513k 9.0k 56.85
Novo-nordisk A S Adr (NVO) 0.0 $511k 7.2k 70.58
Ishares Tr Core Div Grwth (DGRO) 0.0 $510k 8.3k 61.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $510k 23k 22.08
Eagle Ban (EBMT) 0.0 $507k 30k 16.76
Superior Uniform (SGC) 0.0 $504k 46k 10.94
Occidental Petroleum Corporation (OXY) 0.0 $502k 10k 49.60
Mvb Financial (MVBF) 0.0 $494k 29k 17.32
Rumble Com Cl A (RUM) 0.0 $494k 70k 7.07
Pentair SHS (PNR) 0.0 $493k 5.6k 87.48
McKesson Corporation (MCK) 0.0 $486k 721.00 673.70
Labcorp Holdings Com Shs (LH) 0.0 $484k 2.1k 232.74
Omni (OMC) 0.0 $484k 5.8k 83.36
Evolus (EOLS) 0.0 $481k 40k 12.03
Qualcomm (QCOM) 0.0 $481k 3.1k 153.61
Op Bancorp Cmn (OPBK) 0.0 $478k 40k 12.02
Special Opportunities Fund (SPE) 0.0 $473k 32k 15.02
Lululemon Athletica (LULU) 0.0 $472k 1.7k 283.06
Ishares Tr Intl Div Grwth (IGRO) 0.0 $471k 6.5k 72.44
Medtronic SHS (MDT) 0.0 $470k 5.2k 90.56
Equifax (EFX) 0.0 $469k 1.9k 243.56
Expeditors International of Washington (EXPD) 0.0 $467k 3.9k 120.25
Vanguard World Inf Tech Etf (VGT) 0.0 $460k 848.00 542.38
Ishares Tr Rus 1000 Etf (IWB) 0.0 $455k 1.5k 306.74
Solventum Corp Com Shs (SOLV) 0.0 $452k 5.9k 76.04
Thomson Reuters Corp. (TRI) 0.0 $450k 2.6k 172.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $450k 1.8k 251.77
Bankunited (BKU) 0.0 $448k 13k 34.44
D.R. Horton (DHI) 0.0 $442k 3.5k 127.13
Mobile Infrastructure Corp Com Shs (BEEP) 0.0 $439k 105k 4.17
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $433k 5.4k 80.71
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $432k 19k 22.50
Northeast Cmnty Bancorp (NECB) 0.0 $429k 18k 23.44
Vanguard World Utilities Etf (VPU) 0.0 $428k 2.5k 170.81
Vanguard World Consum Stp Etf (VDC) 0.0 $426k 1.9k 218.82
Trustco Bk Corp N Y Com New (TRST) 0.0 $424k 14k 30.84
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.0 $422k 4.3k 97.60
Palantir Technologies Cl A (PLTR) 0.0 $422k 5.0k 84.40
Brookline Ban 0.0 $422k 39k 10.90
Trane Technologies SHS (TT) 0.0 $421k 1.2k 336.92
Franklin Electric (FELE) 0.0 $420k 4.5k 93.88
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $418k 16k 26.20
Freeport-mcmoran CL B (FCX) 0.0 $413k 11k 37.86
Ametek (AME) 0.0 $412k 2.4k 172.14
Atlantic Union B (AUB) 0.0 $411k 13k 31.14
Floor & Decor Hldgs Cl A (FND) 0.0 $410k 5.1k 80.47
Prudential Financial (PRU) 0.0 $408k 3.6k 111.68
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $408k 5.2k 78.85
Ishares Tr Morningstar Valu (ILCV) 0.0 $407k 5.0k 81.45
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $400k 7.6k 52.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $398k 20k 19.78
Valley National Ban (VLY) 0.0 $394k 44k 9.00
Qxo Com New (QXO) 0.0 $393k 29k 13.54
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $390k 4.6k 85.07
Magyar Bancorp (MGYR) 0.0 $389k 28k 13.90
Api Group Corp Com Stk (APG) 0.0 $389k 11k 35.76
Air Lease Corp Cl A (AL) 0.0 $388k 8.0k 48.53
IDEXX Laboratories (IDXX) 0.0 $380k 905.00 419.95
Exelon Corporation (EXC) 0.0 $368k 8.0k 46.08
Trupanion (TRUP) 0.0 $367k 9.8k 37.27
International Paper Company (IP) 0.0 $365k 6.9k 53.35
Regions Financial Corporation (RF) 0.0 $363k 17k 21.98
Paycom Software (PAYC) 0.0 $363k 1.7k 218.48
Waters Corporation (WAT) 0.0 $359k 975.00 368.57
Bwx Technologies (BWXT) 0.0 $355k 3.6k 98.66
Univest Corp. of PA (UVSP) 0.0 $353k 12k 28.36
Paychex (PAYX) 0.0 $351k 2.3k 154.28
Arrow Electronics (ARW) 0.0 $350k 3.4k 103.83
Chipotle Mexican Grill (CMG) 0.0 $348k 6.9k 50.21
Coupang Cl A (CPNG) 0.0 $347k 16k 21.93
Hershey Company (HSY) 0.0 $344k 2.0k 171.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $339k 2.0k 172.26
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $337k 800.00 420.68
Coherent Corp (COHR) 0.0 $334k 5.2k 64.94
Primoris Services (PRIM) 0.0 $333k 5.8k 57.49
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.0 $333k 22k 15.37
Bank Of James Fncl (BOTJ) 0.0 $330k 22k 14.78
Vanguard Index Fds Large Cap Etf (VV) 0.0 $328k 1.3k 257.03
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $327k 2.9k 112.67
Advanced Micro Devices (AMD) 0.0 $324k 3.2k 102.74
Ark Restaurants (ARKR) 0.0 $321k 32k 10.10
Nathan's Famous (NATH) 0.0 $320k 3.3k 96.38
Synopsys (SNPS) 0.0 $320k 746.00 428.85
Church & Dwight (CHD) 0.0 $317k 2.9k 110.09
Clearside Biomedical (CLSD) 0.0 $315k 343k 0.92
Ishares Tr Russell 2000 Etf (IWM) 0.0 $310k 1.6k 199.49
Spdr Ser Tr S&p Biotech (XBI) 0.0 $309k 3.8k 81.10
Sentinelone Cl A (S) 0.0 $309k 17k 18.18
Te Connectivity Ord Shs (TEL) 0.0 $301k 2.1k 141.32
AeroVironment (AVAV) 0.0 $299k 2.5k 119.19
Webster Financial Corporation (WBS) 0.0 $295k 5.7k 51.55
Southwest Gas Corporation (SWX) 0.0 $294k 4.1k 71.80
Cto Realty Growth (CTO) 0.0 $294k 15k 19.31
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $293k 6.4k 45.78
Lake Shore Ban 0.0 $292k 19k 15.80
Amentum Holdings (AMTM) 0.0 $291k 16k 18.20
Sandy Spring Ban (SASR) 0.0 $289k 10k 27.95
Quanta Services (PWR) 0.0 $288k 1.1k 254.18
Manpower (MAN) 0.0 $288k 5.0k 57.88
Post Holdings Inc Common (POST) 0.0 $285k 2.4k 116.36
Rayonier (RYN) 0.0 $283k 10k 27.88
Organon & Co Common Stock (OGN) 0.0 $282k 19k 14.89
General American Investors (GAM) 0.0 $281k 5.6k 50.37
Nucor Corporation (NUE) 0.0 $277k 2.3k 120.89
Cooper Cos (COO) 0.0 $275k 3.3k 84.35
Kinder Morgan (KMI) 0.0 $275k 9.6k 28.53
Compass Minerals International (CMP) 0.0 $274k 30k 9.29
Yum China Holdings (YUMC) 0.0 $274k 5.3k 52.06
Camden National Corporation (CAC) 0.0 $273k 6.8k 40.47
Fs Ban (FSBW) 0.0 $266k 7.0k 38.01
Darden Restaurants (DRI) 0.0 $266k 1.3k 207.76
Cadence Design Systems (CDNS) 0.0 $262k 1.0k 254.33
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $260k 2.0k 131.71
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $259k 2.6k 97.95
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $257k 2.2k 114.87
Broadridge Financial Solutions (BR) 0.0 $257k 1.1k 243.34
AFLAC Incorporated (AFL) 0.0 $257k 2.3k 111.19
Fortinet (FTNT) 0.0 $255k 2.6k 96.26
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.0 $254k 3.1k 81.47
M/a (MTSI) 0.0 $251k 2.5k 100.38
Chart Industries (GTLS) 0.0 $249k 1.7k 144.36
Ishares Tr Ishares Biotech (IBB) 0.0 $249k 1.9k 127.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $248k 3.4k 73.45
Crown Castle Intl (CCI) 0.0 $248k 2.4k 104.23
Tejon Ranch Company (TRC) 0.0 $247k 16k 15.85
Hess Midstream Cl A Shs (HESM) 0.0 $245k 5.8k 42.29
State Street Corporation (STT) 0.0 $244k 2.7k 89.51
Southern Company (SO) 0.0 $244k 2.7k 91.95
MetLife (MET) 0.0 $240k 3.0k 80.29
Textron (TXT) 0.0 $239k 3.3k 72.27
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $238k 6.3k 37.73
HSBC HLDGS Spon Adr New (HSBC) 0.0 $238k 4.0k 59.23
Snowflake Cl A (SNOW) 0.0 $237k 1.6k 146.16
GSK Sponsored Adr (GSK) 0.0 $236k 6.0k 39.15
Nextdecade Corp (NEXT) 0.0 $230k 30k 7.78
Xpo Logistics Inc equity (XPO) 0.0 $227k 2.1k 107.58
Taseko Cad (TGB) 0.0 $224k 100k 2.24
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $224k 4.4k 51.05
Microchip Technology (MCHP) 0.0 $222k 4.6k 48.41
American Vanguard (AVD) 0.0 $220k 50k 4.40
Realty Income (O) 0.0 $218k 3.8k 58.01
Aptar (ATR) 0.0 $217k 1.5k 148.38
Avery Dennison Corporation (AVY) 0.0 $216k 1.2k 177.97
Extra Space Storage (EXR) 0.0 $216k 1.5k 148.49
L3harris Technologies (LHX) 0.0 $216k 1.0k 209.31
Nestle Sa Common Stock (NSRGF) 0.0 $213k 2.1k 100.99
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $213k 2.7k 79.86
A. O. Smith Corporation (AOS) 0.0 $212k 3.2k 65.36
Discover Financial Services 0.0 $211k 1.2k 170.70
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $207k 3.5k 59.75
On Hldg Namen Akt A (ONON) 0.0 $206k 4.7k 43.92
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $206k 617.00 334.48
American Electric Power Company (AEP) 0.0 $204k 1.9k 109.27
Aldeyra Therapeutics (ALDX) 0.0 $200k 35k 5.75
Nov (NOV) 0.0 $198k 13k 15.22
Urban Edge Pptys (UE) 0.0 $196k 10k 19.00
Uscb Financial Holdings Class A Com (USCB) 0.0 $186k 10k 18.56
Kennedy-Wilson Holdings (KW) 0.0 $163k 19k 8.80
Dentsply Sirona (XRAY) 0.0 $159k 11k 15.10
United-Guardian (UG) 0.0 $153k 17k 8.99
Western New England Ban (WNEB) 0.0 $144k 16k 9.30
Roivant Sciences SHS (ROIV) 0.0 $122k 12k 10.09
Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $118k 14k 8.68
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.0 $104k 10k 10.37
Emerald Holding (EEX) 0.0 $100k 25k 3.93
Kaltura (KLTR) 0.0 $94k 50k 1.88
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $89k 29k 3.12
Valens Semiconductor Ordinary Shares (VLN) 0.0 $89k 44k 2.04
Opko Health (OPK) 0.0 $86k 52k 1.66
Patterson-UTI Energy (PTEN) 0.0 $86k 10k 8.22
Aberdeen Income Cred Strat (ACP) 0.0 $81k 14k 5.89
Cerus Corporation (CERS) 0.0 $79k 57k 1.39
Calamos Global Dynamic Income Fund (CHW) 0.0 $67k 11k 6.39
Immuneering Corp Class A Com (IMRX) 0.0 $49k 32k 1.52
Arbutus Biopharma (ABUS) 0.0 $49k 14k 3.49
Zevia Pbc Cl A (ZVIA) 0.0 $48k 22k 2.16
Neuberger Berman Real Estate Sec (NRO) 0.0 $47k 14k 3.30
Taysha Gene Therapies Com Shs (TSHA) 0.0 $40k 29k 1.39
Calcimedica Com New (CALC) 0.0 $25k 13k 1.91
Mogo (MOGO) 0.0 $22k 26k 0.85
Lucid Diagnostics (LUCD) 0.0 $19k 13k 1.49
Pds Biotechnology Ord (PDSB) 0.0 $18k 15k 1.19
Grove Collaborative Hold Com Cl A (GROV) 0.0 $16k 12k 1.35
Ovid Therapeutics (OVID) 0.0 $8.1k 26k 0.31