|
Vanguard Morningstar Total Stock Market Etf Etf - Equity Large Cap
(VTI)
|
24.4 |
$120M |
|
325k |
368.20 |
|
Vanguard Short Term Corp Bd Etf #3145 Etf - Fixed Income
(VCSH)
|
7.7 |
$38M |
|
480k |
78.62 |
|
Apple Common Stock
(AAPL)
|
7.1 |
$35M |
|
113k |
308.90 |
|
I Shares Select Dividend Etf Etf - Equity Large Cap
(DVY)
|
4.7 |
$23M |
|
143k |
161.21 |
|
I Shares Msci Eafe Core Etf - Foreign Equity
(IEFA)
|
4.3 |
$21M |
|
216k |
98.25 |
|
Vanguard Intermediate Term Bond Index Etf Etf - Fixed Income
(BIV)
|
4.1 |
$20M |
|
269k |
75.54 |
|
Microsoft Corp Common Stock
(MSFT)
|
2.5 |
$12M |
|
26k |
464.71 |
|
Johnson & Johnson Common Stock
(JNJ)
|
2.3 |
$12M |
|
45k |
256.34 |
|
I Shares Flex I Active Etf Etf - Fixed Income
(BINC)
|
1.8 |
$9.0M |
|
174k |
51.99 |
|
Dimensional Us Equity Marketetf Tr Etf - Equity Large Cap
(DFUS)
|
1.7 |
$8.2M |
|
101k |
81.59 |
|
I Shares Core S & P 500 Etf Etf - Equity Large Cap
(IVV)
|
1.6 |
$7.7M |
|
10k |
750.32 |
|
I Shrs Tips Bond Etf Etf - Fixed Income
(TIP)
|
1.4 |
$7.1M |
|
66k |
107.63 |
|
Home Depot Common Stock
(HD)
|
1.4 |
$6.7M |
|
20k |
331.95 |
|
Caterpillar Common Stock
(CAT)
|
1.2 |
$6.0M |
|
7.3k |
814.80 |
|
Invesco Water Resources Etf Etf - Equity Small Cap
(PHO)
|
1.2 |
$5.9M |
|
84k |
70.17 |
|
Invesco Preferred Etf Etf - Fixed Income
(PGX)
|
1.0 |
$4.9M |
|
461k |
10.73 |
|
Chevron Corporation Common Stock
(CVX)
|
0.9 |
$4.6M |
|
23k |
196.83 |
|
Alphabet Inc - Class A Common Stock
(GOOGL)
|
0.9 |
$4.4M |
|
12k |
356.13 |
|
Corning Common Stock
(GLW)
|
0.9 |
$4.3M |
|
31k |
138.25 |
|
I Shares Core S & P Total U S Stock Market Etf - Equity Large Cap
(ITOT)
|
0.9 |
$4.2M |
|
26k |
163.61 |
|
Pepsico Common Stock
(PEP)
|
0.7 |
$3.5M |
|
25k |
139.56 |
|
Essential Utilities Common Stock
(WTRG)
|
0.7 |
$3.5M |
|
87k |
39.84 |
|
Merck & Co Common Stock
(MRK)
|
0.7 |
$3.3M |
|
25k |
130.20 |
|
Procter And Gamble Common Stock
(PG)
|
0.7 |
$3.2M |
|
22k |
144.49 |
|
Berkshire Hathaway Inc. Delware Cl Common Stock
(BRK.A)
|
0.6 |
$3.1M |
|
4.00 |
766600.00 |
|
Alphabet Inc - Class C Common Stock
(GOOG)
|
0.6 |
$3.1M |
|
8.6k |
356.64 |
|
Eli Lilly & Co Common Stock
(LLY)
|
0.6 |
$2.8M |
|
2.5k |
1148.84 |
|
J P Morgan Chase & Co Common Stock
(JPM)
|
0.6 |
$2.8M |
|
7.9k |
351.78 |
|
Nvidia Corporation Common Stock
(NVDA)
|
0.6 |
$2.7M |
|
14k |
200.75 |
|
Ge Aerospace Common Stock
(GE)
|
0.5 |
$2.7M |
|
7.5k |
360.06 |
|
Nextera Energy Common Stock
(NEE)
|
0.5 |
$2.6M |
|
30k |
86.92 |
|
Verizon Communications Common Stock
(VZ)
|
0.5 |
$2.5M |
|
54k |
46.81 |
|
Pimco Active Bond Etf Etf - Fixed Income
(BOND)
|
0.5 |
$2.4M |
|
27k |
90.49 |
|
Aon Common Stock
(AON)
|
0.5 |
$2.4M |
|
6.7k |
360.54 |
|
Abbvie Common Stock
(ABBV)
|
0.5 |
$2.4M |
|
9.4k |
250.94 |
|
Walmart Common Stock
(WMT)
|
0.5 |
$2.3M |
|
21k |
111.20 |
|
Target Corp Common Stock
(TGT)
|
0.5 |
$2.3M |
|
16k |
144.49 |
|
Mcdonalds Corp Common Stock
(MCD)
|
0.5 |
$2.3M |
|
8.5k |
270.63 |
|
I Shrs Momentum Etf - Equity Large Cap
(MTUM)
|
0.4 |
$2.1M |
|
6.9k |
299.58 |
|
Honeywell Intl Inc Usd 1.0 Common Stock
(HON)
|
0.4 |
$2.0M |
|
8.3k |
243.05 |
|
Ishares Ibonds Dec 2029 Termcorporate Etf Etf - Fixed Income
(IBDU)
|
0.4 |
$1.9M |
|
84k |
23.06 |
|
Pnc Finl Svcs Group Common Stock
(PNC)
|
0.4 |
$1.9M |
|
7.6k |
249.87 |
|
International Business Machscom Common Stock
(IBM)
|
0.4 |
$1.8M |
|
8.0k |
223.65 |
|
Berkshire Hathaway Inc Del Common Stock
(BRK.B)
|
0.3 |
$1.7M |
|
3.4k |
511.53 |
|
Honeywell Aerospace Common Stock
(HONA)
|
0.3 |
$1.7M |
|
8.3k |
206.74 |
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.3 |
$1.7M |
|
2.9k |
582.73 |
|
Kimberly-clark Corp Common Stock
(KMB)
|
0.3 |
$1.7M |
|
15k |
109.31 |
|
Amazon Common Stock
(AMZN)
|
0.3 |
$1.6M |
|
6.1k |
271.57 |
|
I Shares Russell 1000 Value Index Fund Etf - Equity Large Cap
(IWD)
|
0.3 |
$1.6M |
|
6.5k |
251.82 |
|
Ge Vernova Common Stock
(GEV)
|
0.3 |
$1.6M |
|
1.6k |
990.26 |
|
Vanguard Ftse Emerging Markets Etf Etf - Foreign Equity
(VWO)
|
0.3 |
$1.6M |
|
28k |
58.75 |
|
Intel Corp Common Stock
(INTC)
|
0.3 |
$1.6M |
|
18k |
90.20 |
|
Schwab Str Us Dividend Equity Etf Etf - Equity Large Cap
(SCHD)
|
0.3 |
$1.6M |
|
47k |
33.47 |
|
Bristol Myers Squibb Common Stock
(BMY)
|
0.3 |
$1.5M |
|
23k |
65.31 |
|
Emerson Elec Common Stock
(EMR)
|
0.3 |
$1.5M |
|
10k |
149.82 |
|
Vanguard Reit Index #0986 Etf - Equity Large Cap
(VNQ)
|
0.3 |
$1.4M |
|
14k |
98.95 |
|
Bank Of America Corp Common Stock
(BAC)
|
0.3 |
$1.4M |
|
23k |
61.95 |
|
I Shrs Us E F R A Etf-usd Etf - Equity Large Cap
(DYNF)
|
0.3 |
$1.4M |
|
21k |
67.45 |
|
I Shares Core S & P Small Cap Etf Etf - Equity Small Cap
(IJR)
|
0.3 |
$1.4M |
|
9.6k |
145.46 |
|
Costco Wholesale Corp Common Stock
(COST)
|
0.3 |
$1.4M |
|
1.5k |
951.88 |
|
3m Co Common Common Stock
(MMM)
|
0.3 |
$1.4M |
|
7.8k |
176.28 |
|
I Shrs U.s. Large Cap Premium Income Active Etf Etf - Equity Large Cap
(BALI)
|
0.3 |
$1.3M |
|
39k |
34.11 |
|
I Shares Core S & P Mid-cap Etf Etf - Equity Mid Cap
(IJH)
|
0.3 |
$1.3M |
|
17k |
75.27 |
|
I Shares Russell 1000 Growth Etf Etf - Equity Small Cap
(IWF)
|
0.2 |
$1.2M |
|
9.8k |
118.32 |
|
A T & T Common Stock
(T)
|
0.2 |
$1.1M |
|
47k |
23.25 |
|
Conocophillips Common Stock
(COP)
|
0.2 |
$1.1M |
|
9.0k |
120.48 |
|
Automatic Data Processing Incom Common Stock
(ADP)
|
0.2 |
$1.1M |
|
4.0k |
266.45 |
|
Spdr Blmbg 1-3 Mth T-bill Etf Etf - Fixed Income
(BIL)
|
0.2 |
$1.0M |
|
11k |
91.68 |
|
Te Connectivity Foreign Equities
(TEL)
|
0.2 |
$993k |
|
4.8k |
205.69 |
|
Phillips 66 Common Stock
(PSX)
|
0.2 |
$985k |
|
4.7k |
211.68 |
|
Ishares Ibonds Dec 2028 Corporate Etf Etf - Fixed Income
(IBDT)
|
0.2 |
$971k |
|
39k |
25.19 |
|
Jp Morgan Active Growth Etf Etf - Equity Large Cap
(JGRO)
|
0.2 |
$963k |
|
11k |
91.68 |
|
Bank New York Mellon Corp Common Stock
(BNY)
|
0.2 |
$948k |
|
6.1k |
156.33 |
|
Vanguard Morningstar Value Etf Etf - Equity Large Cap
(VTV)
|
0.2 |
$937k |
|
4.3k |
219.95 |
|
Pfizer Common Stock
(PFE)
|
0.2 |
$929k |
|
37k |
25.00 |
|
Phillip Morris International Common Stock
(PM)
|
0.2 |
$886k |
|
4.6k |
190.82 |
|
I Shrs 0-5 Year Tips Bond Etf Etf - Fixed Income
(STIP)
|
0.2 |
$871k |
|
8.6k |
101.36 |
|
Ishares S & P Growth Etf Etf - Equity Large Cap
(IVW)
|
0.2 |
$869k |
|
6.4k |
135.25 |
|
American Elec Pwr Common Stock
(AEP)
|
0.2 |
$866k |
|
6.8k |
127.85 |
|
Deere & Co Common Stock
(DE)
|
0.2 |
$825k |
|
1.4k |
592.66 |
|
Vaneck Vec Agribusiness Etf Etf - Equity Large Cap
(MOO)
|
0.2 |
$812k |
|
9.9k |
81.72 |
|
Abbott Labs Common Stock
(ABT)
|
0.2 |
$809k |
|
7.7k |
105.70 |
|
Disney Common Stock
(DIS)
|
0.2 |
$807k |
|
8.4k |
96.19 |
|
Yum Brands Common Stock
(YUM)
|
0.2 |
$790k |
|
5.2k |
153.28 |
|
Oracle Corp Common Stock
(ORCL)
|
0.2 |
$767k |
|
5.9k |
129.87 |
|
Oneok Inc New Common Common Stock
(OKE)
|
0.1 |
$720k |
|
7.9k |
90.81 |
|
Cvs Health Corporation Common Stock
(CVS)
|
0.1 |
$691k |
|
6.6k |
104.43 |
|
Cisco Sys Common Stock
(CSCO)
|
0.1 |
$667k |
|
5.7k |
115.99 |
|
Corteva Common Stock
(CTVA)
|
0.1 |
$660k |
|
8.4k |
78.71 |
|
Mckesson Corp Usd Common Stock
(MCK)
|
0.1 |
$653k |
|
763.00 |
856.19 |
|
Ppl Corp Common Common Stock
(PPL)
|
0.1 |
$648k |
|
18k |
35.20 |
|
Duke Energy Corp Common Stock
(DUK)
|
0.1 |
$643k |
|
5.1k |
125.43 |
|
American C Avantis Emerging Markets Eq Etf - Foreign Equity
(AVEM)
|
0.1 |
$628k |
|
7.0k |
89.51 |
|
Altria Group Common Stock
(MO)
|
0.1 |
$623k |
|
9.1k |
68.33 |
|
Rtx Corporation Corp Common Stock
(RTX)
|
0.1 |
$587k |
|
2.7k |
215.22 |
|
I Shares Russell Mid-cap Etf Etf - Equity Mid Cap
(IWR)
|
0.1 |
$579k |
|
5.3k |
109.69 |
|
Ishares Ibonds Dec 2027 Termcorporate Etf Etf - Fixed Income
(IBDS)
|
0.1 |
$574k |
|
24k |
24.20 |
|
Eaton Corp Common Stock
(ETN)
|
0.1 |
$566k |
|
1.4k |
415.20 |
|
Qnity Electronics Common Stock
(Q)
|
0.1 |
$558k |
|
4.3k |
131.17 |
|
Hewlett Packard Enterprise Common Stock
(HPE)
|
0.1 |
$556k |
|
12k |
47.90 |
|
Coca Cola Common Stock
(KO)
|
0.1 |
$554k |
|
6.3k |
87.59 |
|
Vanguard Ftse Developed Market Etf Etf - Foreign Equity
(VEA)
|
0.1 |
$544k |
|
7.7k |
70.61 |
|
Wells Fargo & Co Common Stock
(WFC)
|
0.1 |
$541k |
|
6.3k |
86.45 |
|
Proshares Ultra S & P 500 Eft Etf - Equity Large Cap
(SSO)
|
0.1 |
$540k |
|
8.1k |
66.99 |
|
Constellation Energy Corp Common Stock
(CEG)
|
0.1 |
$520k |
|
2.0k |
262.75 |
|
I Shares Intermediate Governm Credit Bd Etf Mutual Funds - Fixed Income
(GVI)
|
0.1 |
$494k |
|
4.7k |
105.29 |
|
Medtronic Foreign Equities
(MDT)
|
0.1 |
$478k |
|
5.6k |
85.39 |
|
Vanguard Total Intl Stock Index Fund - Etf Etf - Foreign Equity
(VXUS)
|
0.1 |
$467k |
|
5.5k |
84.59 |
|
Ametek Common Stock
(AME)
|
0.1 |
$459k |
|
1.9k |
241.71 |
|
Amgen Common Stock
(AMGN)
|
0.1 |
$459k |
|
1.2k |
385.15 |
|
Manulife Financial Foreign Equities
(MFC)
|
0.1 |
$458k |
|
10k |
44.43 |
|
Meta Platforms Common Stock
(META)
|
0.1 |
$443k |
|
795.00 |
556.70 |
|
State Street Spdr S/t Corp Bd Etf Mutual Funds - Fixed Income
(SPSB)
|
0.1 |
$425k |
|
14k |
29.93 |
|
S & P Global Common Stock
(SPGI)
|
0.1 |
$422k |
|
1.0k |
411.92 |
|
Dupont De Nemours Common Stock
(DD)
|
0.1 |
$417k |
|
3.0k |
137.00 |
|
L3harris Technologies Common Stock
(LHX)
|
0.1 |
$408k |
|
1.5k |
277.05 |
|
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$396k |
|
1.2k |
331.82 |
|
I Shares Core U S Aggregate Bond Etf Etf - Fixed Income
(AGG)
|
0.1 |
$386k |
|
4.0k |
97.37 |
|
Putnam Focused Lrg Cap Value Mutual Funds - Large Cap
(PVAL)
|
0.1 |
$375k |
|
7.0k |
53.40 |
|
H P Common Stock
(HPQ)
|
0.1 |
$353k |
|
13k |
27.27 |
|
Xcel Energy Common Stock
(XEL)
|
0.1 |
$346k |
|
4.4k |
78.20 |
|
Exelon Corp Common Stock
(EXC)
|
0.1 |
$341k |
|
7.4k |
45.81 |
|
I Shares Msci Eafe Etf Etf - Foreign Equity
(EFA)
|
0.1 |
$335k |
|
3.2k |
105.58 |
|
State Street Financial Select Sec Spdr Etf Etf - Equity Large Cap
(XLF)
|
0.1 |
$330k |
|
5.8k |
56.93 |
|
I Shares Core Msci Emerging Micb Etf - Foreign Equity
(IEMG)
|
0.1 |
$327k |
|
4.2k |
77.61 |
|
Allstate Corp Common Stock
(ALL)
|
0.1 |
$311k |
|
1.2k |
264.07 |
|
Southern Common Stock
(SO)
|
0.1 |
$296k |
|
3.1k |
94.54 |
|
Dominion Energy Common Stock
(D)
|
0.1 |
$294k |
|
4.3k |
69.17 |
|
I Shrs Convertible Bond Etf Etf - Fixed Income
(ICVT)
|
0.1 |
$287k |
|
2.5k |
113.23 |
|
Johnson Controls International Foreign Equities
(JCI)
|
0.1 |
$273k |
|
1.9k |
146.66 |
|
State Street Health Care Select Sec Spdr Etf Etf - Equity Large Cap
(XLV)
|
0.1 |
$270k |
|
1.7k |
162.55 |
|
The Hershey Company Common Stock
(HSY)
|
0.1 |
$267k |
|
1.5k |
175.05 |
|
Visa Common Stock
(V)
|
0.1 |
$267k |
|
729.00 |
366.12 |
|
Micron Technology Common Stock
(MU)
|
0.1 |
$265k |
|
322.00 |
823.02 |
|
Ss Spdr P S&p 600 Small Cap Etf - Equity Small Cap
(SPSM)
|
0.1 |
$264k |
|
4.7k |
56.56 |
|
State Street Energy Select Sec Spdr Etf Etf - Equity Large Cap
(XLE)
|
0.1 |
$262k |
|
4.4k |
59.54 |
|
Marathon Petroleum Corp Common Stock
(MPC)
|
0.1 |
$260k |
|
820.00 |
316.46 |
|
State Street Spdr S & P 500 Etf Trust Etf - Equity Large Cap
(SPY)
|
0.1 |
$250k |
|
335.00 |
747.02 |
|
Mondelez International Common Stock
(MDLZ)
|
0.1 |
$248k |
|
4.0k |
62.31 |
|
Vanguard Short Term Bond Index Eft Etf - Fixed Income
(BSV)
|
0.0 |
$237k |
|
3.1k |
77.58 |
|
Illinois Tool Wks Common Stock
(ITW)
|
0.0 |
$234k |
|
814.00 |
286.94 |
|
Yum China Holdings Foreign Equities
(YUMC)
|
0.0 |
$233k |
|
4.8k |
48.18 |
|
Lowes Cos Common Stock
(LOW)
|
0.0 |
$233k |
|
1.1k |
207.81 |
|
General Dynamics Corp Common Stock
(GD)
|
0.0 |
$229k |
|
598.00 |
383.40 |
|
Howmet Aerospace Common Stock
(HWM)
|
0.0 |
$229k |
|
811.00 |
282.26 |
|
Colgate Palmolive Common Stock
(CL)
|
0.0 |
$229k |
|
2.5k |
91.30 |
|
Devon Energy Corp Common Stock
(DVN)
|
0.0 |
$228k |
|
5.0k |
45.13 |
|
Solstice Advanced Matls Common Stock
(SOLS)
|
0.0 |
$225k |
|
3.7k |
60.16 |
|
Public Svc Enterprise Group Common Stock
(PEG)
|
0.0 |
$222k |
|
2.9k |
76.68 |
|
Comcast Corp Class A Common Stock
(CMCSA)
|
0.0 |
$219k |
|
9.2k |
23.95 |
|
Pgim Active High Yield Bond Etf - Fixed Income
(PHYL)
|
0.0 |
$215k |
|
6.2k |
34.54 |
|
N B T Bancorp Common Stock
(NBTB)
|
0.0 |
$211k |
|
4.0k |
52.65 |
|
Nuveen Select Tax-free Income Portfolio Mutual Funds-non Tax
(NXP)
|
0.0 |
$204k |
|
15k |
14.13 |
|
Goldman Sachs Group Common Stock
(GS)
|
0.0 |
$204k |
|
200.00 |
1018.37 |
|
Aquestive Therapeutics Common Stock
(AQST)
|
0.0 |
$55k |
|
15k |
3.69 |
|
Iovance Biotherapeutics Common Stock
(IOVA)
|
0.0 |
$51k |
|
13k |
4.06 |