Fisher Asset Management as of March 31, 2026
Portfolio Holdings for Fisher Asset Management
Fisher Asset Management holds 1016 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.2 | $15B | 89M | 174.40 | |
| Apple (AAPL) | 4.9 | $14B | 56M | 253.79 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 4.8 | $14B | 147M | 95.44 | |
| Alphabet Inc Class A cs (GOOGL) | 3.8 | $11B | 39M | 287.56 | |
| Microsoft Corporation (MSFT) | 3.3 | $9.6B | 26M | 370.17 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 2.5 | $7.4B | 89M | 82.75 | |
| Amazon (AMZN) | 2.4 | $7.1B | 34M | 208.27 | |
| Caterpillar (CAT) | 2.3 | $6.9B | 9.8M | 708.46 | |
| Taiwan Semiconductor Mfg (TSM) | 2.1 | $6.3B | 19M | 337.95 | |
| Asml Holding (ASML) | 2.1 | $6.1B | 4.6M | 1320.83 | |
| Goldman Sachs (GS) | 2.0 | $5.8B | 6.8M | 845.99 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $5.5B | 32M | 169.66 | |
| Wal-Mart Stores (WMT) | 1.7 | $5.1B | 41M | 124.28 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $5.0B | 17M | 294.16 | |
| Broadcom (AVGO) | 1.5 | $4.5B | 15M | 309.51 | |
| Chevron Corporation (CVX) | 1.5 | $4.5B | 22M | 206.90 | |
| Eli Lilly & Co. (LLY) | 1.5 | $4.5B | 4.8M | 919.77 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $4.3B | 22M | 192.90 | |
| Morgan Stanley (MS) | 1.4 | $4.2B | 26M | 164.57 | |
| Citigroup (C) | 1.4 | $4.0B | 35M | 113.41 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.3 | $3.8B | 65M | 58.78 | |
| Facebook Inc cl a (META) | 1.3 | $3.8B | 6.7M | 572.13 | |
| Home Depot (HD) | 1.1 | $3.4B | 10M | 328.89 | |
| Costco Wholesale Corporation (COST) | 1.1 | $3.2B | 3.2M | 996.43 | |
| Merck & Co (MRK) | 1.1 | $3.2B | 26M | 120.29 | |
| BP (BP) | 1.1 | $3.1B | 67M | 47.00 | |
| Pfizer (PFE) | 1.0 | $2.9B | 105M | 28.08 | |
| American Express Company (AXP) | 0.9 | $2.8B | 9.3M | 302.48 | |
| Bank of America Corporation (BAC) | 0.9 | $2.8B | 57M | 48.75 | |
| Ubs Group (UBS) | 0.9 | $2.6B | 66M | 39.07 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.9 | $2.6B | 28M | 93.00 | |
| Sap (SAP) | 0.8 | $2.5B | 15M | 171.21 | |
| Johnson Controls International Plc equity (JCI) | 0.8 | $2.3B | 18M | 130.95 | |
| Visa (V) | 0.8 | $2.3B | 7.6M | 302.24 | |
| Sony Corporation (SONY) | 0.8 | $2.3B | 111M | 20.70 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.3B | 9.3M | 244.44 | |
| MasterCard Incorporated (MA) | 0.7 | $2.2B | 4.4M | 499.66 | |
| Canadian Natural Resources (CNQ) | 0.7 | $2.2B | 45M | 48.73 | |
| Astrazeneca Plc Ord (AZN) | 0.7 | $2.1B | 11M | 197.22 | |
| Novartis (NVS) | 0.7 | $2.1B | 14M | 152.75 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $2.1B | 22M | 93.98 | |
| ConocoPhillips (COP) | 0.7 | $2.0B | 15M | 132.00 | |
| Abbvie (ABBV) | 0.7 | $2.0B | 9.1M | 217.49 | |
| Netflix (NFLX) | 0.7 | $2.0B | 20M | 96.15 | |
| Barclays (BCS) | 0.7 | $1.9B | 92M | 21.16 | |
| GSK (GSK) | 0.6 | $1.9B | 35M | 55.19 | |
| Cummins (CMI) | 0.6 | $1.9B | 3.5M | 538.02 | |
| Rio Tinto (RIO) | 0.6 | $1.9B | 20M | 93.29 | |
| Intuitive Surgical (ISRG) | 0.6 | $1.8B | 3.9M | 460.99 | |
| BHP Billiton (BHP) | 0.6 | $1.7B | 24M | 72.74 | |
| Blackrock (BLK) | 0.6 | $1.7B | 1.8M | 961.71 | |
| Deere & Company (DE) | 0.6 | $1.7B | 3.0M | 563.30 | |
| Total Sa New Ord F (TTE) | 0.6 | $1.6B | 18M | 90.98 | |
| Mitsubishi UFJ Financial (MUFG) | 0.6 | $1.6B | 96M | 16.97 | |
| Procter & Gamble Company (PG) | 0.5 | $1.6B | 11M | 144.44 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.6B | 6.5M | 242.62 | |
| HSBC Holdings (HSBC) | 0.5 | $1.5B | 18M | 82.49 | |
| Toyota Motor Corporation (TM) | 0.5 | $1.5B | 7.1M | 206.09 | |
| UnitedHealth (UNH) | 0.5 | $1.4B | 5.2M | 270.59 | |
| Oracle Corporation (ORCL) | 0.5 | $1.4B | 9.6M | 147.11 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $1.4B | 2.9M | 491.53 | |
| Cisco Systems (CSCO) | 0.5 | $1.3B | 17M | 77.59 | |
| Pepsi (PEP) | 0.4 | $1.3B | 8.5M | 155.29 | |
| ING Groep (ING) | 0.4 | $1.3B | 50M | 26.05 | |
| Spotify Technology Sa (SPOT) | 0.4 | $1.3B | 2.6M | 484.91 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $1.2B | 12M | 106.15 | |
| Unilever (UL) | 0.4 | $1.2B | 21M | 56.97 | |
| Capital One Financial (COF) | 0.4 | $1.2B | 6.6M | 182.43 | |
| Suncor Energy (SU) | 0.4 | $1.2B | 18M | 66.11 | |
| Boeing Company (BA) | 0.4 | $1.2B | 5.9M | 199.03 | |
| CSX Corporation (CSX) | 0.4 | $1.1B | 27M | 41.05 | |
| Emerson Electric (EMR) | 0.4 | $1.1B | 8.5M | 131.02 | |
| Starbucks Corporation (SBUX) | 0.4 | $1.1B | 12M | 89.59 | |
| Rbc Cad (RY) | 0.4 | $1.1B | 6.7M | 161.78 | |
| Illinois Tool Works (ITW) | 0.3 | $982M | 3.8M | 260.29 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $940M | 1.6M | 597.55 | |
| Intuit (INTU) | 0.3 | $880M | 2.0M | 432.38 | |
| Danaher Corporation (DHR) | 0.3 | $873M | 4.6M | 189.60 | |
| Deutsche Bank Ag-registered (DB) | 0.3 | $846M | 28M | 29.78 | |
| Servicenow (NOW) | 0.3 | $840M | 8.0M | 104.55 | |
| Anheuser-Busch InBev NV (BUD) | 0.3 | $827M | 12M | 69.37 | |
| Trane Technologies (TT) | 0.3 | $776M | 1.9M | 416.74 | |
| Lloyds TSB (LYG) | 0.3 | $772M | 154M | 5.03 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $752M | 1.3M | 577.18 | |
| Carrier Global Corporation (CARR) | 0.2 | $734M | 13M | 56.31 | |
| salesforce (CRM) | 0.2 | $727M | 3.9M | 186.67 | |
| Tidal Tr Iv (PBPH) | 0.2 | $717M | 28M | 25.56 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.2 | $703M | 20M | 34.85 | |
| Tidal Tr Iv (PBOG) | 0.2 | $676M | 19M | 35.45 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.2 | $644M | 30M | 21.66 | |
| Alibaba Group Holding (BABA) | 0.2 | $643M | 5.1M | 125.46 | |
| Natwest Group Plc Spons (NWG) | 0.2 | $633M | 43M | 14.90 | |
| Vanguard Europe Pacific ETF (VEA) | 0.2 | $611M | 9.5M | 64.08 | |
| Paccar (PCAR) | 0.2 | $590M | 5.1M | 115.50 | |
| Ingersoll Rand (IR) | 0.2 | $578M | 7.2M | 80.12 | |
| Amgen (AMGN) | 0.2 | $555M | 1.6M | 351.85 | |
| Sanofi-Aventis SA (SNY) | 0.2 | $551M | 11M | 48.18 | |
| iShares S&P Global Industrials Sec (EXI) | 0.2 | $499M | 2.8M | 181.01 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $494M | 1.7M | 286.86 | |
| Coca-Cola Company (KO) | 0.2 | $492M | 6.5M | 76.05 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $488M | 6.2M | 78.66 | |
| Industrial SPDR (XLI) | 0.2 | $479M | 3.0M | 161.73 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $456M | 510k | 895.24 | |
| Crown Castle Intl (CCI) | 0.2 | $454M | 5.6M | 81.31 | |
| iShares S&P Global Consumer Staple (KXI) | 0.2 | $448M | 6.7M | 67.01 | |
| Banco Santander (SAN) | 0.2 | $446M | 40M | 11.28 | |
| Tidal Tr Iv (PBEU) | 0.1 | $436M | 16M | 27.48 | |
| Vanguard European ETF (VGK) | 0.1 | $414M | 5.0M | 82.43 | |
| Southern Copper Corporation (SCCO) | 0.1 | $397M | 2.3M | 172.06 | |
| Vale (VALE) | 0.1 | $358M | 23M | 15.91 | |
| Rockwell Automation (ROK) | 0.1 | $333M | 927k | 358.88 | |
| Dover Corporation (DOV) | 0.1 | $333M | 1.6M | 208.45 | |
| Norfolk Southern (NSC) | 0.1 | $332M | 1.2M | 287.00 | |
| Novo Nordisk A/S (NVO) | 0.1 | $332M | 9.0M | 36.75 | |
| iShares S&P Global Technology Sect. (IXN) | 0.1 | $308M | 3.1M | 99.97 | |
| Powershares Etf Trust kbw bk port (KBWB) | 0.1 | $306M | 3.9M | 79.12 | |
| HDFC Bank (HDB) | 0.1 | $304M | 12M | 24.88 | |
| American Tower Reit (AMT) | 0.1 | $300M | 1.7M | 172.58 | |
| Canadian Natl Ry (CNI) | 0.1 | $261M | 2.5M | 102.77 | |
| U.S. Bancorp (USB) | 0.1 | $254M | 4.9M | 52.01 | |
| Petroleo Brasileiro SA (PBR) | 0.1 | $246M | 12M | 20.75 | |
| Honda Motor (HMC) | 0.1 | $245M | 10M | 24.31 | |
| Cibc Cad (CM) | 0.1 | $241M | 2.5M | 94.75 | |
| iShares Dow Jones US Pharm Indx (IHE) | 0.1 | $240M | 2.8M | 86.68 | |
| Banco Itau Holding Financeira (ITUB) | 0.1 | $240M | 29M | 8.38 | |
| Ishares Msci Japan (EWJ) | 0.1 | $226M | 2.7M | 84.44 | |
| iShares MSCI EMU Index (EZU) | 0.1 | $214M | 3.4M | 62.64 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.1 | $212M | 2.3M | 93.54 | |
| EOG Resources (EOG) | 0.1 | $204M | 1.4M | 144.57 | |
| iShares S&P Global Energy Sector (IXC) | 0.1 | $203M | 3.5M | 57.61 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $203M | 1.9M | 108.99 | |
| iShares Dow Jones US Financial (IYF) | 0.1 | $202M | 1.7M | 117.66 | |
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $201M | 3.4M | 59.55 | |
| Banco Bradesco SA (BBD) | 0.1 | $195M | 53M | 3.65 | |
| Ishares Msci Global Metals & etp (PICK) | 0.1 | $172M | 3.0M | 56.59 | |
| Stryker Corporation (SYK) | 0.1 | $151M | 459k | 328.59 | |
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.1 | $150M | 10M | 14.37 | |
| Franklin Templeton Etf Tr ftse japan etf (FLJP) | 0.1 | $149M | 4.1M | 36.18 | |
| Myr (MYRG) | 0.0 | $147M | 521k | 282.32 | |
| Applied Materials (AMAT) | 0.0 | $144M | 422k | 341.79 | |
| Powell Industries (POWL) | 0.0 | $139M | 257k | 541.08 | |
| Qualcomm (QCOM) | 0.0 | $139M | 1.1M | 128.78 | |
| MercadoLibre (MELI) | 0.0 | $137M | 79k | 1729.04 | |
| Allegheny Technologies Incorporated (ATI) | 0.0 | $135M | 925k | 145.46 | |
| IDEX Corporation (IEX) | 0.0 | $134M | 708k | 189.55 | |
| Onto Innovation (ONTO) | 0.0 | $133M | 650k | 205.07 | |
| Linde (LIN) | 0.0 | $131M | 264k | 495.76 | |
| Flowserve Corporation (FLS) | 0.0 | $131M | 1.8M | 73.51 | |
| NetEase (NTES) | 0.0 | $129M | 1.1M | 111.94 | |
| Evercore Partners (EVR) | 0.0 | $127M | 425k | 298.51 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $127M | 1.3M | 99.27 | |
| Advanced Micro Devices (AMD) | 0.0 | $125M | 615k | 203.43 | |
| Stifel Financial (SF) | 0.0 | $125M | 1.7M | 73.92 | |
| Ralph Lauren Corp (RL) | 0.0 | $115M | 335k | 343.99 | |
| Autodesk (ADSK) | 0.0 | $115M | 480k | 239.40 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $113M | 166k | 682.25 | |
| Terex Corporation (TEX) | 0.0 | $112M | 1.9M | 59.10 | |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $111M | 2.5M | 45.34 | |
| Advanced Energy Industries (AEIS) | 0.0 | $111M | 344k | 322.71 | |
| Sanmina (SANM) | 0.0 | $108M | 834k | 129.64 | |
| Urban Outfitters (URBN) | 0.0 | $107M | 1.7M | 63.35 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $105M | 420k | 249.08 | |
| Advanced Semiconductor Engineering (ASX) | 0.0 | $104M | 4.8M | 21.68 | |
| Nomura Holdings (NMR) | 0.0 | $103M | 13M | 7.89 | |
| iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.0 | $101M | 614k | 164.18 | |
| Lowe's Companies (LOW) | 0.0 | $99M | 417k | 236.28 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $98M | 248k | 394.15 | |
| Acuity Brands (AYI) | 0.0 | $94M | 334k | 280.22 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $92M | 2.2M | 42.48 | |
| Regal-beloit Corporation (RRX) | 0.0 | $92M | 490k | 187.26 | |
| HEICO Corporation (HEI) | 0.0 | $92M | 335k | 274.20 | |
| Zto Express Cayman (ZTO) | 0.0 | $91M | 3.6M | 25.17 | |
| Amkor Technology (AMKR) | 0.0 | $91M | 2.0M | 45.03 | |
| Tapestry (TPR) | 0.0 | $87M | 618k | 141.11 | |
| McDonald's Corporation (MCD) | 0.0 | $86M | 276k | 310.79 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $86M | 1.0M | 81.98 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $84M | 883k | 94.95 | |
| Xp Inc cl a (XP) | 0.0 | $84M | 4.4M | 19.04 | |
| Curtiss-Wright (CW) | 0.0 | $84M | 123k | 681.12 | |
| Piper Sandler Companies (PIPR) | 0.0 | $83M | 1.1M | 76.55 | |
| Old National Ban (ONB) | 0.0 | $82M | 3.7M | 22.10 | |
| Coherent Corp (COHR) | 0.0 | $81M | 340k | 238.21 | |
| Eaton (ETN) | 0.0 | $81M | 225k | 357.67 | |
| East West Ban (EWBC) | 0.0 | $79M | 736k | 106.76 | |
| Abbott Laboratories (ABT) | 0.0 | $77M | 752k | 102.67 | |
| Lam Research (LRCX) | 0.0 | $77M | 360k | 213.66 | |
| Equinor Asa (EQNR) | 0.0 | $75M | 1.8M | 42.20 | |
| Marvell Technology (MRVL) | 0.0 | $74M | 749k | 99.05 | |
| Veeco Instruments (VECO) | 0.0 | $74M | 2.2M | 33.86 | |
| Booking Holdings (BKNG) | 0.0 | $73M | 17k | 4210.39 | |
| Invesco Exchange Traded Fd Tnasdaq Internt etf/equity (PNQI) | 0.0 | $72M | 1.6M | 44.73 | |
| Mercury Computer Systems (MRCY) | 0.0 | $72M | 980k | 72.91 | |
| Affiliated Managers (AMG) | 0.0 | $70M | 253k | 276.70 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $70M | 1.1M | 62.70 | |
| Jd (JD) | 0.0 | $69M | 2.3M | 29.57 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $68M | 613k | 110.86 | |
| Helmerich & Payne (HP) | 0.0 | $67M | 1.9M | 36.03 | |
| Fabrinet (FN) | 0.0 | $66M | 127k | 521.52 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $66M | 1.1M | 58.81 | |
| Adtalem Global Ed (CVSA) | 0.0 | $65M | 566k | 115.25 | |
| Medpace Hldgs (MEDP) | 0.0 | $65M | 136k | 480.19 | |
| Apa Corporation (APA) | 0.0 | $65M | 1.5M | 42.44 | |
| Materion Corporation (MTRN) | 0.0 | $64M | 442k | 144.65 | |
| Columbia Banking System (COLB) | 0.0 | $64M | 2.3M | 27.43 | |
| Rambus (RMBS) | 0.0 | $64M | 738k | 86.03 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $63M | 3.2M | 19.75 | |
| Api Group Corp (APG) | 0.0 | $63M | 1.6M | 40.52 | |
| Lumentum Hldgs (LITE) | 0.0 | $62M | 88k | 702.76 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $62M | 443k | 138.94 | |
| Fulton Financial (FULT) | 0.0 | $61M | 3.0M | 20.34 | |
| Shake Shack Inc cl a (SHAK) | 0.0 | $60M | 678k | 88.47 | |
| Life Time Group Holdings (LTH) | 0.0 | $60M | 2.2M | 26.94 | |
| Aramark Hldgs (ARMK) | 0.0 | $59M | 1.5M | 40.54 | |
| Pinduoduo (PDD) | 0.0 | $59M | 580k | 102.18 | |
| Moelis & Co (MC) | 0.0 | $59M | 1.0M | 57.00 | |
| Acushnet Holdings Corp (GOLF) | 0.0 | $58M | 621k | 93.48 | |
| Raymond James Financial (RJF) | 0.0 | $58M | 397k | 144.79 | |
| Biogen Idec (BIIB) | 0.0 | $57M | 313k | 183.33 | |
| TJX Companies (TJX) | 0.0 | $57M | 356k | 159.70 | |
| Herc Hldgs (HRI) | 0.0 | $57M | 571k | 99.55 | |
| Patterson-UTI Energy (PTEN) | 0.0 | $56M | 5.2M | 10.83 | |
| EnerSys (ENS) | 0.0 | $56M | 320k | 173.72 | |
| AeroVironment (AVAV) | 0.0 | $56M | 304k | 183.05 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $55M | 145k | 383.40 | |
| Southstate Bk Corp (SSB) | 0.0 | $55M | 591k | 92.52 | |
| Schlumberger (SLB) | 0.0 | $54M | 1.1M | 51.39 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $54M | 1.2M | 45.56 | |
| Sally Beauty Holdings (SBH) | 0.0 | $53M | 3.9M | 13.85 | |
| Matador Resources (MTDR) | 0.0 | $53M | 830k | 63.18 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $51M | 3.3M | 15.65 | |
| Macerich Company (MAC) | 0.0 | $51M | 2.7M | 18.90 | |
| Cytokinetics (CYTK) | 0.0 | $51M | 768k | 65.91 | |
| United Bankshares (UBSI) | 0.0 | $50M | 1.2M | 41.42 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $50M | 627k | 80.05 | |
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 0.0 | $50M | 589k | 84.91 | |
| Century Aluminum Company (CENX) | 0.0 | $50M | 851k | 58.69 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $50M | 605k | 82.57 | |
| Home BancShares (HOMB) | 0.0 | $49M | 1.8M | 26.93 | |
| PriceSmart (PSMT) | 0.0 | $48M | 321k | 150.50 | |
| United Rentals (URI) | 0.0 | $48M | 66k | 728.57 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $48M | 620k | 77.08 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $48M | 438k | 108.98 | |
| Artisan Partners (APAM) | 0.0 | $48M | 1.3M | 36.39 | |
| Arcus Biosciences Incorporated (RCUS) | 0.0 | $47M | 2.2M | 21.60 | |
| Pegasystems (PEGA) | 0.0 | $47M | 1.1M | 42.56 | |
| ICICI Bank (IBN) | 0.0 | $47M | 1.8M | 25.90 | |
| Denali Therapeutics (DNLI) | 0.0 | $47M | 2.4M | 19.20 | |
| Belden (BDC) | 0.0 | $46M | 396k | 114.83 | |
| Post Holdings Inc Common (POST) | 0.0 | $45M | 459k | 98.86 | |
| Xylem (XYL) | 0.0 | $45M | 378k | 119.50 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $45M | 65k | 697.73 | |
| Delek Us Holdings (DK) | 0.0 | $45M | 996k | 45.07 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $45M | 30k | 1472.45 | |
| T. Rowe Price (TROW) | 0.0 | $44M | 488k | 90.14 | |
| Murphy Oil Corporation (MUR) | 0.0 | $44M | 1.1M | 41.25 | |
| Abercrombie & Fitch (ANF) | 0.0 | $44M | 478k | 91.37 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $43M | 712k | 61.05 | |
| Bel Fuse (BELFB) | 0.0 | $43M | 216k | 197.98 | |
| Ferrovial Se (FER) | 0.0 | $42M | 648k | 65.05 | |
| O'reilly Automotive (ORLY) | 0.0 | $42M | 449k | 92.31 | |
| FormFactor (FORM) | 0.0 | $41M | 426k | 96.99 | |
| Palo Alto Networks (PANW) | 0.0 | $41M | 257k | 160.32 | |
| Winmark Corporation (WINA) | 0.0 | $41M | 95k | 427.55 | |
| Granite Construction (GVA) | 0.0 | $41M | 338k | 119.88 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $40M | 889k | 44.84 | |
| Kennametal (KMT) | 0.0 | $39M | 1.1M | 36.13 | |
| American Eagle Outfitters (AEO) | 0.0 | $37M | 2.2M | 16.70 | |
| Kaiser Aluminum (KALU) | 0.0 | $37M | 305k | 120.51 | |
| Glacier Ban (GBCI) | 0.0 | $36M | 800k | 44.67 | |
| Invesco (IVZ) | 0.0 | $36M | 1.5M | 24.29 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $35M | 240k | 146.36 | |
| Miragen Therapeutics (VRDN) | 0.0 | $35M | 1.8M | 19.56 | |
| Resideo Technologies (REZI) | 0.0 | $35M | 1.0M | 33.71 | |
| Honeywell International (HON) | 0.0 | $34M | 151k | 226.03 | |
| Bio-Rad Laboratories (BIO) | 0.0 | $33M | 119k | 278.75 | |
| Range Resources (RRC) | 0.0 | $33M | 730k | 45.18 | |
| Spx Corp (SPXC) | 0.0 | $33M | 164k | 199.94 | |
| Hancock Holding Company (HWC) | 0.0 | $32M | 508k | 63.59 | |
| Celldex Therapeutics (CLDX) | 0.0 | $32M | 1.0M | 31.72 | |
| Cg Oncology (CGON) | 0.0 | $32M | 465k | 67.68 | |
| First Horizon National Corporation (FHN) | 0.0 | $31M | 1.3M | 22.76 | |
| SM Energy (SM) | 0.0 | $31M | 981k | 31.18 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $30M | 125k | 243.08 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $30M | 1.0M | 30.07 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $30M | 949k | 31.49 | |
| Ideaya Biosciences (IDYA) | 0.0 | $29M | 883k | 33.32 | |
| F.N.B. Corporation (FNB) | 0.0 | $29M | 1.7M | 16.72 | |
| Brinker International (EAT) | 0.0 | $29M | 202k | 142.77 | |
| Halozyme Therapeutics (HALO) | 0.0 | $29M | 445k | 64.63 | |
| Boston Scientific Corporation (BSX) | 0.0 | $28M | 451k | 62.75 | |
| Bankunited (BKU) | 0.0 | $28M | 624k | 45.16 | |
| Oceaneering International (OII) | 0.0 | $28M | 792k | 35.47 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.0 | $28M | 763k | 36.32 | |
| Nucor Corporation (NUE) | 0.0 | $28M | 163k | 169.10 | |
| UMB Financial Corporation (UMBF) | 0.0 | $27M | 242k | 112.79 | |
| Encana Corporation (OVV) | 0.0 | $27M | 456k | 59.36 | |
| Vanguard Total World Stock Idx (VT) | 0.0 | $27M | 195k | 138.32 | |
| Cheesecake Factory Incorporated (CAKE) | 0.0 | $27M | 492k | 54.75 | |
| Moog (MOG.A) | 0.0 | $27M | 92k | 292.64 | |
| Technipfmc (FTI) | 0.0 | $26M | 381k | 69.13 | |
| Bridgebio Pharma (BBIO) | 0.0 | $26M | 352k | 74.26 | |
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $26M | 2.7M | 9.52 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $26M | 128k | 199.65 | |
| Nutanix Inc cl a (NTNX) | 0.0 | $26M | 670k | 38.01 | |
| Aar (AIR) | 0.0 | $25M | 231k | 109.46 | |
| Fresh Del Monte Produce (FDP) | 0.0 | $25M | 626k | 40.26 | |
| Snap-on Incorporated (SNA) | 0.0 | $25M | 69k | 363.23 | |
| Texas Capital Bancshares (TCBI) | 0.0 | $24M | 257k | 94.88 | |
| Rlj Lodging Trust (RLJ) | 0.0 | $24M | 3.3M | 7.42 | |
| Michael Kors Holdings Ord (CPRI) | 0.0 | $24M | 1.4M | 17.62 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $24M | 103k | 234.03 | |
| Siteone Landscape Supply (SITE) | 0.0 | $24M | 181k | 133.11 | |
| Veracyte (VCYT) | 0.0 | $24M | 736k | 32.21 | |
| Astronics Corporation (ATRO) | 0.0 | $23M | 349k | 66.73 | |
| F5 Networks (FFIV) | 0.0 | $23M | 80k | 289.33 | |
| Vectrus (VVX) | 0.0 | $23M | 334k | 68.50 | |
| Worthington Industries (WOR) | 0.0 | $23M | 434k | 52.14 | |
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $23M | 458k | 49.16 | |
| First American Financial (FAF) | 0.0 | $22M | 371k | 60.29 | |
| Propetro Hldg (PUMP) | 0.0 | $22M | 1.5M | 14.41 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $21M | 72k | 297.23 | |
| Steel Dynamics (STLD) | 0.0 | $21M | 117k | 180.00 | |
| Revolution Medicines (RVMD) | 0.0 | $21M | 216k | 97.25 | |
| Fluor Corporation (FLR) | 0.0 | $21M | 449k | 46.65 | |
| Health Care SPDR (XLV) | 0.0 | $21M | 143k | 146.61 | |
| Kiniksa Pharmaceuticals Intl P Ord Shs Cl A (KNSA) | 0.0 | $21M | 429k | 48.15 | |
| Ptc (PTC) | 0.0 | $21M | 145k | 142.49 | |
| Levi Strauss Co New cl a com stk (LEVI) | 0.0 | $21M | 1.1M | 18.49 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $20M | 34k | 592.98 | |
| Banner Corp (BANR) | 0.0 | $20M | 332k | 60.68 | |
| First Financial Ban (FFBC) | 0.0 | $20M | 714k | 27.88 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $19M | 312k | 62.08 | |
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $19M | 833k | 23.14 | |
| Lennox International (LII) | 0.0 | $19M | 41k | 464.13 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.0 | $19M | 723k | 26.30 | |
| Independence Realty Trust In (IRT) | 0.0 | $19M | 1.2M | 14.89 | |
| Tetra Tech (TTEK) | 0.0 | $19M | 613k | 30.12 | |
| Church & Dwight (CHD) | 0.0 | $18M | 197k | 93.32 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $18M | 174k | 105.40 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $18M | 38k | 479.21 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $18M | 228k | 79.27 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $18M | 301k | 59.04 | |
| Cal-Maine Foods (CALM) | 0.0 | $18M | 224k | 79.15 | |
| Boston Properties (BXP) | 0.0 | $17M | 326k | 51.90 | |
| Freshpet (FRPT) | 0.0 | $17M | 282k | 58.96 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $16M | 733k | 22.26 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $16M | 122k | 131.74 | |
| Itt (ITT) | 0.0 | $16M | 84k | 190.53 | |
| Halliburton Company (HAL) | 0.0 | $16M | 408k | 38.99 | |
| Commerce Bancshares (CBSH) | 0.0 | $16M | 320k | 49.20 | |
| Trustmark Corporation (TRMK) | 0.0 | $16M | 371k | 42.14 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $15M | 174k | 86.14 | |
| WSFS Financial Corporation (WSFS) | 0.0 | $15M | 228k | 65.46 | |
| Prestige Brands Holdings (PBH) | 0.0 | $15M | 251k | 59.27 | |
| Avient Corp (AVNT) | 0.0 | $15M | 410k | 36.30 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $14M | 422k | 33.98 | |
| LXP Industrial Trust (LXP) | 0.0 | $14M | 308k | 46.26 | |
| Zscaler Incorporated (ZS) | 0.0 | $14M | 102k | 140.29 | |
| Box Inc cl a (BOX) | 0.0 | $14M | 594k | 23.64 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $14M | 31k | 446.55 | |
| Oasis Petroleum (CHRD) | 0.0 | $14M | 98k | 142.18 | |
| Alkermes (ALKS) | 0.0 | $14M | 391k | 35.36 | |
| First Merchants Corporation (FRME) | 0.0 | $14M | 349k | 38.73 | |
| Ameris Ban (ABCB) | 0.0 | $13M | 172k | 77.99 | |
| Constellium Se cl a (CSTM) | 0.0 | $13M | 540k | 24.58 | |
| Tesla Motors (TSLA) | 0.0 | $13M | 35k | 371.75 | |
| Atlantic Union B (AUB) | 0.0 | $13M | 360k | 35.74 | |
| Warner Bros. Discovery (WBD) | 0.0 | $13M | 468k | 27.46 | |
| Credicorp (BAP) | 0.0 | $13M | 37k | 339.18 | |
| Urban Edge Pptys (UE) | 0.0 | $13M | 633k | 19.98 | |
| CommVault Systems (CVLT) | 0.0 | $13M | 162k | 77.89 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $13M | 380k | 33.28 | |
| Domino's Pizza (DPZ) | 0.0 | $12M | 35k | 358.80 | |
| Core Labs Nv (CLB) | 0.0 | $12M | 737k | 16.79 | |
| Bristol Myers Squibb (BMY) | 0.0 | $12M | 204k | 60.65 | |
| ResMed (RMD) | 0.0 | $12M | 54k | 224.48 | |
| Ishares Tr core msci euro (IEUR) | 0.0 | $12M | 172k | 70.27 | |
| Medtronic (MDT) | 0.0 | $12M | 139k | 86.65 | |
| Associated Banc- (ASB) | 0.0 | $12M | 465k | 25.86 | |
| Insulet Corporation (PODD) | 0.0 | $12M | 57k | 209.84 | |
| OUTFRONT Media (OUT) | 0.0 | $12M | 447k | 26.50 | |
| Dex (DXCM) | 0.0 | $12M | 189k | 62.80 | |
| Southern Company (SO) | 0.0 | $12M | 123k | 96.52 | |
| Curbline Pptys Corp (CURB) | 0.0 | $12M | 456k | 25.79 | |
| Renasant (RNST) | 0.0 | $12M | 318k | 36.13 | |
| Vanguard Lg Term Govt Bd ETF (VGLT) | 0.0 | $11M | 203k | 55.35 | |
| Arcosa (ACA) | 0.0 | $11M | 105k | 106.14 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $11M | 17k | 650.39 | |
| Sunstone Hotel Investors (SHO) | 0.0 | $11M | 1.2M | 9.01 | |
| Greenbrier Companies (GBX) | 0.0 | $11M | 204k | 52.65 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $11M | 142k | 75.09 | |
| Incyte Corporation (INCY) | 0.0 | $11M | 113k | 94.12 | |
| Edwards Lifesciences (EW) | 0.0 | $11M | 132k | 80.08 | |
| Cousins Properties (CUZ) | 0.0 | $11M | 466k | 22.57 | |
| Service Corporation International (SCI) | 0.0 | $11M | 127k | 82.51 | |
| Qualys (QLYS) | 0.0 | $10M | 116k | 87.85 | |
| Steven Madden (SHOO) | 0.0 | $10M | 300k | 33.92 | |
| Nuvalent Inc-a (NUVL) | 0.0 | $10M | 98k | 102.45 | |
| Yum! Brands (YUM) | 0.0 | $9.6M | 62k | 155.48 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $9.5M | 904k | 10.53 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $9.4M | 140k | 67.57 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $9.2M | 150k | 61.26 | |
| Ishares Tr etf msci usa (ESGU) | 0.0 | $9.2M | 65k | 141.42 | |
| Williams-Sonoma (WSM) | 0.0 | $9.0M | 49k | 182.33 | |
| First Interstate Bancsystem (FIBK) | 0.0 | $8.9M | 266k | 33.40 | |
| Crescent Energy Company (CRGY) | 0.0 | $8.7M | 648k | 13.50 | |
| Rayonier (RYN) | 0.0 | $8.7M | 422k | 20.62 | |
| Mirum Pharmaceuticals (MIRM) | 0.0 | $8.6M | 93k | 92.38 | |
| Eni S.p.A. (E) | 0.0 | $8.4M | 149k | 56.61 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $8.4M | 351k | 23.81 | |
| Altria (MO) | 0.0 | $8.3M | 126k | 65.99 | |
| Valero Energy Corporation (VLO) | 0.0 | $8.1M | 33k | 247.09 | |
| General Motors Company (GM) | 0.0 | $8.0M | 108k | 74.50 | |
| Bentley Systems Cl B Ord (BSY) | 0.0 | $8.0M | 227k | 35.12 | |
| Micron Technology (MU) | 0.0 | $7.9M | 23k | 337.85 | |
| iShares S&P 500 Index (IVV) | 0.0 | $7.8M | 12k | 653.25 | |
| Worthington Stl (WS) | 0.0 | $7.8M | 256k | 30.35 | |
| M&T Bank Corporation (MTB) | 0.0 | $7.7M | 37k | 206.72 | |
| Montrose Environmental Group (MEG) | 0.0 | $7.7M | 353k | 21.89 | |
| National Retail Properties (NNN) | 0.0 | $7.6M | 182k | 42.03 | |
| Independent Bank (INDB) | 0.0 | $7.4M | 99k | 75.21 | |
| Citizens Financial (CFG) | 0.0 | $7.4M | 124k | 59.97 | |
| Paycom Software (PAYC) | 0.0 | $7.3M | 60k | 121.54 | |
| Intel Corporation (INTC) | 0.0 | $7.3M | 166k | 44.13 | |
| Federal Realty Op Lp Sh Ben Int (FRT) | 0.0 | $7.3M | 69k | 106.21 | |
| Enterprise Financial Services (EFSC) | 0.0 | $7.2M | 133k | 54.11 | |
| Krystal Biotech (KRYS) | 0.0 | $7.2M | 28k | 258.33 | |
| Compass Therapeutics (CMPX) | 0.0 | $7.1M | 1.3M | 5.29 | |
| Diamondback Energy (FANG) | 0.0 | $7.1M | 36k | 197.79 | |
| Exelixis (EXEL) | 0.0 | $7.1M | 165k | 42.89 | |
| Pebblebrook Hotel Trust (PEB) | 0.0 | $7.0M | 556k | 12.63 | |
| Ishares Tr esg 1 5 yr usd (SUSB) | 0.0 | $7.0M | 278k | 25.07 | |
| Acadia Realty Trust (AKR) | 0.0 | $6.9M | 362k | 19.12 | |
| Stag Industrial (STAG) | 0.0 | $6.9M | 191k | 36.06 | |
| First Industrial Realty Trust (FR) | 0.0 | $6.9M | 119k | 57.85 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $6.8M | 21k | 320.82 | |
| SPDR KBW Capital Markets (KCE) | 0.0 | $6.8M | 49k | 137.60 | |
| United Parcel Service (UPS) | 0.0 | $6.7M | 68k | 98.38 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $6.6M | 16k | 426.42 | |
| Hexcel Corporation (HXL) | 0.0 | $6.6M | 81k | 80.93 | |
| Cogent Biosciences (COGT) | 0.0 | $6.4M | 167k | 38.49 | |
| Servisfirst Bancshares (SFBS) | 0.0 | $6.4M | 88k | 72.83 | |
| CVS Caremark Corporation (CVS) | 0.0 | $6.3M | 88k | 71.82 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $6.3M | 47k | 135.46 | |
| Fidelity Con Discret Etf (FDIS) | 0.0 | $6.2M | 67k | 93.26 | |
| Cohen & Steers (CNS) | 0.0 | $6.0M | 96k | 62.55 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $6.0M | 217k | 27.76 | |
| International Business Machines (IBM) | 0.0 | $6.0M | 25k | 242.40 | |
| Nurix Therapeutics (NRIX) | 0.0 | $6.0M | 385k | 15.50 | |
| Vericel (VCEL) | 0.0 | $6.0M | 185k | 32.17 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $5.9M | 400k | 14.83 | |
| Ishares Tr broad usd high (USHY) | 0.0 | $5.9M | 160k | 36.84 | |
| Dyne Therapeutics (DYN) | 0.0 | $5.9M | 323k | 18.13 | |
| Broadstone Net Lease (BNL) | 0.0 | $5.7M | 312k | 18.27 | |
| iShares S&P 100 Index (OEF) | 0.0 | $5.6M | 18k | 318.09 | |
| Cleveland-cliffs (CLF) | 0.0 | $5.6M | 660k | 8.45 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $5.5M | 58k | 95.62 | |
| Kura Oncology (KURA) | 0.0 | $5.5M | 675k | 8.13 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $5.5M | 111k | 49.37 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $5.5M | 9.0k | 604.51 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $5.4M | 60k | 90.53 | |
| Myriad Genetics (MYGN) | 0.0 | $5.4M | 1.2M | 4.50 | |
| Monte Rosa Therapeutics (GLUE) | 0.0 | $5.2M | 315k | 16.45 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $5.1M | 76k | 67.53 | |
| Darling International (DAR) | 0.0 | $5.1M | 82k | 61.85 | |
| Dr. Reddy's Laboratories (RDY) | 0.0 | $5.1M | 365k | 13.85 | |
| At&t (T) | 0.0 | $4.9M | 170k | 28.99 | |
| Ecopetrol (EC) | 0.0 | $4.8M | 324k | 14.99 | |
| Colgate-Palmolive Company (CL) | 0.0 | $4.8M | 57k | 85.23 | |
| Innovex International (INVX) | 0.0 | $4.8M | 195k | 24.39 | |
| West Pharmaceutical Services (WST) | 0.0 | $4.7M | 19k | 250.64 | |
| iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $4.6M | 113k | 41.06 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $4.5M | 18k | 244.19 | |
| Olema Pharmaceuticals (OLMA) | 0.0 | $4.5M | 300k | 14.91 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $4.5M | 42k | 106.50 | |
| British American Tobac (BTI) | 0.0 | $4.5M | 76k | 58.47 | |
| General Electric (GE) | 0.0 | $4.4M | 16k | 283.78 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $4.4M | 135k | 32.73 | |
| First Solar (FSLR) | 0.0 | $4.4M | 22k | 197.27 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $4.4M | 18k | 250.58 | |
| The Magnum Ice Cream C F (MICC) | 0.0 | $4.3M | 291k | 14.95 | |
| VSE Corporation (VSEC) | 0.0 | $4.3M | 23k | 184.40 | |
| Extra Space Storage (EXR) | 0.0 | $4.2M | 32k | 131.13 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $4.1M | 43k | 96.47 | |
| Western Digital (WDC) | 0.0 | $4.1M | 15k | 270.51 | |
| Wynn Resorts (WYNN) | 0.0 | $4.0M | 39k | 101.55 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $4.0M | 46k | 86.69 | |
| Verizon Communications (VZ) | 0.0 | $4.0M | 79k | 50.20 | |
| Accenture (ACN) | 0.0 | $3.9M | 20k | 198.30 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.9M | 5.1k | 772.74 | |
| Vanguard Growth ETF (VUG) | 0.0 | $3.9M | 8.9k | 436.79 | |
| Nlight (LASR) | 0.0 | $3.8M | 67k | 57.02 | |
| S&p Global (SPGI) | 0.0 | $3.8M | 8.9k | 425.34 | |
| Uber Technologies (UBER) | 0.0 | $3.7M | 52k | 71.93 | |
| SPDR Gold Trust (GLD) | 0.0 | $3.7M | 8.5k | 430.29 | |
| Agree Realty Corporation (ADC) | 0.0 | $3.6M | 48k | 75.38 | |
| Walt Disney Company (DIS) | 0.0 | $3.6M | 37k | 96.38 | |
| General Dynamics Corporation (GD) | 0.0 | $3.6M | 10k | 343.24 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $3.5M | 71k | 49.89 | |
| ACI Worldwide (ACIW) | 0.0 | $3.5M | 85k | 41.01 | |
| Ingredion Incorporated (INGR) | 0.0 | $3.5M | 31k | 112.66 | |
| Ge Vernova (GEV) | 0.0 | $3.4M | 3.9k | 872.95 | |
| Coca Cola European Partners (CCEP) | 0.0 | $3.4M | 38k | 90.67 | |
| Tango Therapeutics (TNGX) | 0.0 | $3.4M | 162k | 20.92 | |
| Newpark Resources (NPKI) | 0.0 | $3.4M | 233k | 14.49 | |
| Technology SPDR (XLK) | 0.0 | $3.3M | 25k | 132.90 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $3.3M | 45k | 73.64 | |
| Simmons First National Corporation (SFNC) | 0.0 | $3.3M | 169k | 19.45 | |
| Nextera Energy (NEE) | 0.0 | $3.3M | 35k | 92.88 | |
| Haleon Plc Spon Ads (HLN) | 0.0 | $3.3M | 327k | 10.01 | |
| Ross Stores (ROST) | 0.0 | $3.3M | 15k | 216.63 | |
| Prosperity Bancshares (PB) | 0.0 | $3.2M | 48k | 67.18 | |
| General Mills (GIS) | 0.0 | $3.2M | 86k | 37.22 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $3.2M | 59k | 53.35 | |
| Anaptysbio Inc Common (ANAB) | 0.0 | $3.1M | 57k | 55.46 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $3.0M | 8.3k | 367.47 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $3.0M | 45k | 68.13 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $2.9M | 14k | 213.68 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $2.9M | 7.8k | 377.78 | |
| SPDR S&P Metals and Mining (XME) | 0.0 | $2.9M | 27k | 108.01 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $2.9M | 26k | 113.11 | |
| L3harris Technologies (LHX) | 0.0 | $2.9M | 8.4k | 345.16 | |
| Aptar (ATR) | 0.0 | $2.9M | 23k | 126.02 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $2.9M | 98k | 29.18 | |
| Woodside Petroleum (WDS) | 0.0 | $2.8M | 119k | 23.88 | |
| Philip Morris International (PM) | 0.0 | $2.8M | 17k | 165.35 | |
| Victory Cap Hldgs (VCTR) | 0.0 | $2.7M | 41k | 65.48 | |
| Sp Funds Dow Jones Global Suku etp (SPSK) | 0.0 | $2.7M | 150k | 17.90 | |
| American Public Education (APEI) | 0.0 | $2.7M | 47k | 56.88 | |
| Nike (NKE) | 0.0 | $2.7M | 51k | 52.82 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $2.6M | 50k | 53.22 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $2.6M | 8.4k | 312.22 | |
| Jack Henry & Associates (JKHY) | 0.0 | $2.6M | 17k | 158.06 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $2.6M | 79k | 33.22 | |
| Summit Hotel Properties (INN) | 0.0 | $2.6M | 585k | 4.42 | |
| Ftai Aviation (FTAI) | 0.0 | $2.6M | 11k | 245.00 | |
| Baidu (BIDU) | 0.0 | $2.6M | 23k | 111.42 | |
| Allied Motion Technologies (ALNT) | 0.0 | $2.6M | 43k | 59.09 | |
| Workday Inc cl a (WDAY) | 0.0 | $2.5M | 20k | 129.92 | |
| Zymeworks Del (ZYME) | 0.0 | $2.5M | 101k | 25.04 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $2.5M | 53k | 47.14 | |
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.0 | $2.5M | 7.5k | 328.67 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.4M | 25k | 97.13 | |
| Shopify Inc cl a (SHOP) | 0.0 | $2.4M | 21k | 118.63 | |
| Invesco S&p 500 Top 50 Etf (XLG) | 0.0 | $2.4M | 44k | 54.55 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $2.3M | 11k | 218.77 | |
| Gorman-Rupp Company (GRC) | 0.0 | $2.3M | 37k | 62.13 | |
| Expedia (EXPE) | 0.0 | $2.3M | 10k | 230.90 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $2.3M | 30k | 77.11 | |
| Wells Fargo & Company (WFC) | 0.0 | $2.3M | 29k | 79.61 | |
| Oil States International (OIS) | 0.0 | $2.3M | 198k | 11.64 | |
| Estee Lauder Companies (EL) | 0.0 | $2.3M | 32k | 71.77 | |
| Vanguard Value ETF (VTV) | 0.0 | $2.3M | 12k | 196.20 | |
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $2.3M | 13k | 181.83 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.3M | 45k | 50.32 | |
| First Financial Corporation (THFF) | 0.0 | $2.3M | 36k | 63.20 | |
| Oppenheimer Holdings (OPY) | 0.0 | $2.3M | 25k | 89.19 | |
| W&T Offshore (WTI) | 0.0 | $2.2M | 659k | 3.41 | |
| Mizuho Financial (MFG) | 0.0 | $2.2M | 280k | 7.94 | |
| Waste Management (WM) | 0.0 | $2.2M | 9.7k | 229.80 | |
| Progressive Corporation (PGR) | 0.0 | $2.2M | 11k | 198.25 | |
| USD.001 Central Pacific Financial (CPF) | 0.0 | $2.2M | 69k | 31.96 | |
| Casella Waste Systems (CWST) | 0.0 | $2.2M | 28k | 79.34 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $2.2M | 10k | 211.17 | |
| Wipro (WIT) | 0.0 | $2.2M | 1.0M | 2.12 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $2.2M | 3.00 | 718140.00 | |
| Synchrony Financial (SYF) | 0.0 | $2.1M | 31k | 68.02 | |
| Prologis (PLD) | 0.0 | $2.1M | 16k | 132.19 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $2.1M | 68k | 30.68 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $2.1M | 11k | 191.81 | |
| CNB Financial Corporation (CCNE) | 0.0 | $2.1M | 71k | 28.96 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $2.0M | 82k | 24.76 | |
| Corning Incorporated (GLW) | 0.0 | $2.0M | 15k | 135.98 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $2.0M | 36k | 56.49 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $2.0M | 6.0k | 330.91 | |
| Old Second Ban (OSBC) | 0.0 | $2.0M | 97k | 20.16 | |
| National Grid (NGG) | 0.0 | $1.9M | 23k | 84.60 | |
| Stewart Information Services Corporation (STC) | 0.0 | $1.9M | 31k | 61.58 | |
| PPL Corporation (PPL) | 0.0 | $1.9M | 50k | 38.20 | |
| Phillips 66 (PSX) | 0.0 | $1.9M | 10k | 182.20 | |
| Entergy Corporation (ETR) | 0.0 | $1.9M | 17k | 112.37 | |
| Palantir Technologies (PLTR) | 0.0 | $1.9M | 13k | 146.29 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $1.9M | 74k | 25.10 | |
| DXP Enterprises (DXPE) | 0.0 | $1.8M | 13k | 139.73 | |
| Shore Bancshares (SHBI) | 0.0 | $1.8M | 98k | 18.68 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $1.8M | 5.1k | 356.67 | |
| QCR Holdings (QCRH) | 0.0 | $1.8M | 21k | 85.45 | |
| Oge Energy Corp (OGE) | 0.0 | $1.8M | 37k | 47.96 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $1.8M | 2.9k | 605.17 | |
| Fox Corporation (FOX) | 0.0 | $1.7M | 33k | 53.10 | |
| A10 Networks (ATEN) | 0.0 | $1.7M | 75k | 23.12 | |
| Manitowoc Co Inc/the (MTW) | 0.0 | $1.7M | 148k | 11.65 | |
| Sierra Ban (BSRR) | 0.0 | $1.7M | 50k | 33.92 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $1.7M | 58k | 29.13 | |
| PDF Solutions (PDFS) | 0.0 | $1.7M | 51k | 32.71 | |
| Preferred Bank, Los Angeles (PFBC) | 0.0 | $1.7M | 19k | 90.69 | |
| Key (KEY) | 0.0 | $1.7M | 84k | 20.05 | |
| Hormel Foods Corporation (HRL) | 0.0 | $1.7M | 74k | 22.65 | |
| Arista Networks (ANET) | 0.0 | $1.7M | 14k | 122.78 | |
| Southside Bancshares (SBSI) | 0.0 | $1.7M | 54k | 31.09 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $1.7M | 6.7k | 248.03 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $1.7M | 67k | 24.75 | |
| American Electric Power Company (AEP) | 0.0 | $1.7M | 13k | 131.08 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $1.7M | 13k | 124.31 | |
| Chatham Lodging Trust (CLDT) | 0.0 | $1.6M | 209k | 7.87 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $1.6M | 23k | 72.69 | |
| Ambev Sa- (ABEV) | 0.0 | $1.6M | 563k | 2.92 | |
| Bank of Marin Ban (BMRC) | 0.0 | $1.6M | 64k | 25.63 | |
| Garmin (GRMN) | 0.0 | $1.6M | 7.0k | 232.02 | |
| WisdomTree Investments (WT) | 0.0 | $1.6M | 112k | 14.56 | |
| Origin Bancorp (OBK) | 0.0 | $1.6M | 39k | 41.46 | |
| Peoples Ban (PEBO) | 0.0 | $1.6M | 49k | 32.87 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $1.6M | 5.7k | 287.21 | |
| First Mid Ill Bancshares (FMBH) | 0.0 | $1.6M | 39k | 41.19 | |
| Nio Inc spon ads (NIO) | 0.0 | $1.6M | 268k | 6.03 | |
| Chubb (CB) | 0.0 | $1.6M | 4.9k | 325.93 | |
| Aviat Networks (AVNW) | 0.0 | $1.6M | 70k | 22.61 | |
| German American Ban (GABC) | 0.0 | $1.6M | 38k | 41.79 | |
| Vanguard Energy ETF (VDE) | 0.0 | $1.6M | 9.1k | 173.05 | |
| Vaneck Vectors Pharmaceutical etf (PPH) | 0.0 | $1.6M | 15k | 103.88 | |
| Gilead Sciences (GILD) | 0.0 | $1.6M | 11k | 139.38 | |
| Republic Services (RSG) | 0.0 | $1.5M | 7.1k | 219.02 | |
| Kraneshares Tr csi chi internet (KWEB) | 0.0 | $1.5M | 54k | 28.43 | |
| MGM Resorts International. (MGM) | 0.0 | $1.5M | 41k | 37.01 | |
| Atmos Energy Corporation (ATO) | 0.0 | $1.5M | 8.2k | 184.73 | |
| Suzano Papel E Celulo-sp (SUZ) | 0.0 | $1.5M | 151k | 10.01 | |
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.0 | $1.5M | 15k | 100.67 | |
| Expeditors International of Washington (EXPD) | 0.0 | $1.5M | 10k | 143.23 | |
| Msci (MSCI) | 0.0 | $1.5M | 2.7k | 539.11 | |
| Ford Motor Company (F) | 0.0 | $1.4M | 125k | 11.54 | |
| Qorvo (QRVO) | 0.0 | $1.4M | 18k | 77.40 | |
| Duke Energy (DUK) | 0.0 | $1.4M | 11k | 130.95 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $1.4M | 6.6k | 215.09 | |
| D.R. Horton (DHI) | 0.0 | $1.4M | 10k | 137.23 | |
| Roper Industries (ROP) | 0.0 | $1.4M | 3.9k | 353.87 | |
| SYNNEX Corporation (SNX) | 0.0 | $1.4M | 8.2k | 168.71 | |
| AFLAC Incorporated (AFL) | 0.0 | $1.4M | 13k | 109.72 | |
| Fidelity msci finls idx (FNCL) | 0.0 | $1.4M | 20k | 70.20 | |
| Embraer S A (EMBJ) | 0.0 | $1.4M | 23k | 59.34 | |
| Synopsys (SNPS) | 0.0 | $1.4M | 3.4k | 396.54 | |
| Ishares Inc etp (EWT) | 0.0 | $1.4M | 19k | 70.92 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $1.4M | 11k | 118.60 | |
| 3M Company (MMM) | 0.0 | $1.3M | 9.2k | 145.24 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $1.3M | 29k | 45.65 | |
| BJ's Restaurants (BJRI) | 0.0 | $1.3M | 38k | 35.10 | |
| Parke Ban (PKBK) | 0.0 | $1.3M | 47k | 28.40 | |
| Ishares Inc msci emrg chn (EMXC) | 0.0 | $1.3M | 17k | 78.66 | |
| South Plains Financial (SPFI) | 0.0 | $1.3M | 32k | 41.90 | |
| Movado (MOV) | 0.0 | $1.3M | 54k | 24.42 | |
| PNC Financial Services (PNC) | 0.0 | $1.3M | 6.3k | 208.09 | |
| Unity Ban (UNTY) | 0.0 | $1.3M | 25k | 51.83 | |
| Piedmont Office Realty Trust (PDM) | 0.0 | $1.3M | 197k | 6.57 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.3M | 11k | 115.00 | |
| Acnb Corp (ACNB) | 0.0 | $1.3M | 26k | 47.87 | |
| Bank First National Corporation (BFC) | 0.0 | $1.3M | 9.3k | 135.06 | |
| Ishares Inc msci glb energ (POWR) | 0.0 | $1.3M | 48k | 26.23 | |
| Build-A-Bear Workshop (BBW) | 0.0 | $1.2M | 33k | 37.45 | |
| Advansix (ASIX) | 0.0 | $1.2M | 50k | 24.40 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $1.2M | 9.9k | 123.02 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $1.2M | 81k | 15.02 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $1.2M | 42k | 28.66 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.0 | $1.2M | 25k | 47.83 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $1.2M | 41k | 29.08 | |
| Ecolab (ECL) | 0.0 | $1.2M | 4.4k | 266.09 | |
| Gerdau SA (GGB) | 0.0 | $1.2M | 326k | 3.61 | |
| Timkensteel (MTUS) | 0.0 | $1.2M | 72k | 16.34 | |
| Kroger (KR) | 0.0 | $1.2M | 16k | 72.36 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $1.2M | 21k | 54.05 | |
| Enterprise Products Partners (EPD) | 0.0 | $1.1M | 30k | 37.84 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $1.1M | 13k | 91.64 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $1.1M | 4.3k | 261.97 | |
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $1.1M | 7.7k | 143.62 | |
| Analog Devices (ADI) | 0.0 | $1.1M | 3.5k | 318.17 | |
| Tyra Biosciences (TYRA) | 0.0 | $1.1M | 29k | 38.30 | |
| Yum China Holdings (YUMC) | 0.0 | $1.1M | 22k | 48.78 | |
| Veralto Corp (VLTO) | 0.0 | $1.1M | 12k | 88.42 | |
| PerkinElmer (RVTY) | 0.0 | $1.1M | 12k | 87.62 | |
| Hyster Yale Materials Handling (HY) | 0.0 | $1.1M | 33k | 32.51 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $1.1M | 2.7k | 390.49 | |
| Dianthus Therapeutics (DNTH) | 0.0 | $1.1M | 13k | 83.92 | |
| Utilities SPDR (XLU) | 0.0 | $1.0M | 23k | 45.89 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $1.0M | 31k | 33.54 | |
| Comcast Corporation (CMCSA) | 0.0 | $1.0M | 36k | 28.71 | |
| Archrock (AROC) | 0.0 | $1.0M | 30k | 34.80 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $1.0M | 15k | 69.75 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $1.0M | 4.3k | 237.63 | |
| Sprott Physical Gold Trust (PHYS) | 0.0 | $1.0M | 29k | 35.44 | |
| Travere Therapeutics (TVTX) | 0.0 | $1.0M | 34k | 29.71 | |
| Newmont Mining Corporation (NEM) | 0.0 | $1.0M | 9.3k | 108.26 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $1.0M | 5.2k | 194.18 | |
| Leidos Holdings (LDOS) | 0.0 | $983k | 6.3k | 155.54 | |
| MiMedx (MDXG) | 0.0 | $974k | 247k | 3.95 | |
| Oneok (OKE) | 0.0 | $962k | 11k | 90.40 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $950k | 3.1k | 303.99 | |
| Howmet Aerospace (HWM) | 0.0 | $947k | 4.1k | 230.49 | |
| Travelers Companies (TRV) | 0.0 | $940k | 3.2k | 291.82 | |
| Day One Biopharmaceuticals I (DAWN) | 0.0 | $937k | 44k | 21.44 | |
| AmerisourceBergen (COR) | 0.0 | $923k | 2.9k | 314.14 | |
| Marriott International (MAR) | 0.0 | $903k | 2.8k | 327.13 | |
| RBB (TBIL) | 0.0 | $903k | 18k | 49.86 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $888k | 22k | 40.47 | |
| Enbridge (ENB) | 0.0 | $880k | 16k | 54.14 | |
| Sutro Biopharma (STRO) | 0.0 | $879k | 35k | 24.91 | |
| Fifth Third Ban (FITB) | 0.0 | $874k | 19k | 46.46 | |
| SPDR S&P Retail (XRT) | 0.0 | $862k | 11k | 80.47 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $862k | 13k | 65.00 | |
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $845k | 17k | 51.23 | |
| Public Service Enterprise (PEG) | 0.0 | $839k | 10k | 80.95 | |
| iShares Gold Trust (IAU) | 0.0 | $839k | 9.5k | 88.17 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $822k | 7.6k | 108.05 | |
| Hca Holdings (HCA) | 0.0 | $821k | 1.7k | 473.35 | |
| Capital Sr Living Corp (SNDA) | 0.0 | $812k | 25k | 32.25 | |
| Iqvia Holdings (IQV) | 0.0 | $809k | 4.7k | 170.57 | |
| Moody's Corporation (MCO) | 0.0 | $807k | 1.8k | 436.64 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $805k | 6.8k | 118.64 | |
| McKesson Corporation (MCK) | 0.0 | $782k | 903.00 | 865.56 | |
| Cooper Cos (COO) | 0.0 | $772k | 11k | 71.50 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $771k | 24k | 32.43 | |
| Simpson Manufacturing (SSD) | 0.0 | $759k | 4.4k | 171.65 | |
| Solid Biosciences (SLDB) | 0.0 | $745k | 104k | 7.20 | |
| Motorola Solutions (MSI) | 0.0 | $745k | 1.7k | 434.04 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $735k | 7.3k | 100.09 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $720k | 1.6k | 463.29 | |
| Cameco Corporation (CCJ) | 0.0 | $719k | 6.6k | 108.62 | |
| Quanex Building Products Corporation (NX) | 0.0 | $718k | 40k | 17.97 | |
| iShares MSCI Spain Index (EWP) | 0.0 | $718k | 13k | 54.31 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.0 | $713k | 9.5k | 75.19 | |
| Fidelity msci hlth care i (FHLC) | 0.0 | $710k | 10k | 70.36 | |
| Amphenol Corporation (APH) | 0.0 | $705k | 5.6k | 126.35 | |
| FedEx Corporation (FDX) | 0.0 | $701k | 2.0k | 356.28 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $700k | 8.1k | 86.64 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $698k | 7.9k | 88.71 | |
| Allstate Corporation (ALL) | 0.0 | $692k | 3.3k | 207.40 | |
| Constellation Energy (CEG) | 0.0 | $686k | 2.5k | 279.35 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.0 | $683k | 7.6k | 89.34 | |
| Cheniere Energy (LNG) | 0.0 | $680k | 2.4k | 283.85 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $678k | 2.5k | 272.41 | |
| Penguin Solutions (PENG) | 0.0 | $677k | 39k | 17.60 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.0 | $664k | 1.6k | 407.91 | |
| Mondelez Int (MDLZ) | 0.0 | $664k | 12k | 57.64 | |
| Seneca Foods Corporation (SENEA) | 0.0 | $658k | 4.4k | 151.12 | |
| Genpact (G) | 0.0 | $647k | 17k | 37.25 | |
| Camden Property Trust (CPT) | 0.0 | $635k | 6.5k | 97.66 | |
| Jp Morgan Exchange Traded Fd fund (JQUA) | 0.0 | $634k | 10k | 61.32 | |
| Las Vegas Sands (LVS) | 0.0 | $633k | 12k | 53.88 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $627k | 2.4k | 257.42 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $625k | 2.3k | 275.26 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $624k | 6.3k | 98.42 | |
| Dick's Sporting Goods (DKS) | 0.0 | $621k | 3.1k | 198.29 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $619k | 19k | 32.95 | |
| Makemytrip Limited Mauritius (MMYT) | 0.0 | $617k | 17k | 37.29 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $615k | 3.4k | 181.42 | |
| Jefferies Finl Group (JEF) | 0.0 | $611k | 15k | 41.27 | |
| Clorox Company (CLX) | 0.0 | $608k | 5.9k | 103.64 | |
| Generac Holdings (GNRC) | 0.0 | $606k | 3.1k | 195.33 | |
| Vaneck Vectors Etf Tr chinaamc china b (CBON) | 0.0 | $605k | 26k | 23.32 | |
| Hackett (HCKT) | 0.0 | $598k | 46k | 13.01 | |
| W.W. Grainger (GWW) | 0.0 | $595k | 545.00 | 1092.06 | |
| Cintas Corporation (CTAS) | 0.0 | $594k | 3.5k | 169.22 | |
| J P Morgan Exchange-traded F (JEPI) | 0.0 | $589k | 10k | 56.68 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $588k | 4.1k | 142.46 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $576k | 2.7k | 216.63 | |
| Ammo (POWW) | 0.0 | $570k | 283k | 2.01 | |
| Automatic Data Processing (ADP) | 0.0 | $567k | 2.8k | 203.18 | |
| Aura Biosciences (AURA) | 0.0 | $559k | 84k | 6.69 | |
| Invesco Exchng Traded Fd Tr calif amt mun (PWZ) | 0.0 | $552k | 23k | 23.87 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $550k | 8.1k | 67.95 | |
| Te Connectivity (TEL) | 0.0 | $550k | 2.6k | 209.06 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $547k | 7.4k | 74.36 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $546k | 3.6k | 151.42 | |
| Semtech Corporation (SMTC) | 0.0 | $546k | 7.1k | 76.89 | |
| American Centy Etf Tr quality divrsfed (QINT) | 0.0 | $543k | 8.3k | 65.44 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $542k | 2.8k | 191.97 | |
| Williams Companies (WMB) | 0.0 | $542k | 7.4k | 72.79 | |
| Anthem (ELV) | 0.0 | $541k | 1.8k | 292.83 | |
| Intercontinental Exchange (ICE) | 0.0 | $541k | 3.4k | 157.35 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.0 | $540k | 7.0k | 76.55 | |
| Xcel Energy (XEL) | 0.0 | $540k | 6.8k | 79.44 | |
| Wabtec Corporation (WAB) | 0.0 | $534k | 2.1k | 250.12 | |
| iShares S&P Global Mat. Sector Inde (MXI) | 0.0 | $527k | 5.0k | 106.24 | |
| Hartford Financial Services (HIG) | 0.0 | $523k | 3.9k | 135.25 | |
| Nice Systems (NICE) | 0.0 | $522k | 4.7k | 110.27 | |
| Kinder Morgan (KMI) | 0.0 | $517k | 15k | 33.53 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $516k | 1.4k | 359.21 | |
| Corteva (CTVA) | 0.0 | $514k | 6.1k | 83.71 | |
| Essex Property Trust (ESS) | 0.0 | $510k | 2.1k | 242.05 | |
| Prudential Financial (PRU) | 0.0 | $505k | 5.2k | 97.69 | |
| State Street Corporation (STT) | 0.0 | $504k | 4.0k | 126.59 | |
| Solstice Advanced Matls (SOLS) | 0.0 | $501k | 6.6k | 76.16 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $499k | 14k | 35.14 | |
| Quanta Services (PWR) | 0.0 | $499k | 908.00 | 549.28 | |
| Fidelity Bond Etf (FBND) | 0.0 | $499k | 11k | 45.62 | |
| Interactive Brokers (IBKR) | 0.0 | $498k | 7.4k | 67.08 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $498k | 8.8k | 56.80 | |
| Permian Resources Corp Class A (PR) | 0.0 | $497k | 23k | 21.32 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $496k | 7.1k | 70.18 | |
| Fidelity msci info tech i (FTEC) | 0.0 | $493k | 2.4k | 208.12 | |
| Simon Property (SPG) | 0.0 | $493k | 2.6k | 186.59 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $492k | 5.0k | 97.91 | |
| Markel Corporation (MKL) | 0.0 | $492k | 257.00 | 1914.82 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $491k | 4.5k | 109.69 | |
| Direxion Daily Large Cp Bull 3X (SPXL) | 0.0 | $485k | 2.6k | 184.91 | |
| Target Corporation (TGT) | 0.0 | $484k | 4.0k | 121.25 | |
| Cardinal Health (CAH) | 0.0 | $484k | 2.3k | 211.31 | |
| iShares Dow Jones US Tele (IYZ) | 0.0 | $473k | 12k | 39.32 | |
| Annaly Capital Management (NLY) | 0.0 | $473k | 22k | 21.15 | |
| SkyWest (SKYW) | 0.0 | $472k | 5.1k | 91.83 | |
| Dominion Resources (D) | 0.0 | $467k | 7.6k | 61.82 | |
| Live Nation Entertainment (LYV) | 0.0 | $453k | 3.0k | 152.52 | |
| Fidelity consmr staples (FSTA) | 0.0 | $452k | 8.6k | 52.33 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $451k | 6.0k | 75.10 | |
| Alcon (ALC) | 0.0 | $450k | 6.0k | 75.35 | |
| Truist Financial Corp equities (TFC) | 0.0 | $444k | 9.6k | 45.97 | |
| Regency Centers Corporation (REG) | 0.0 | $442k | 5.8k | 75.66 | |
| Labcorp Holdings (LH) | 0.0 | $440k | 1.6k | 266.82 | |
| Realty Income (O) | 0.0 | $438k | 7.2k | 61.19 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $434k | 9.3k | 46.95 | |
| Dell Technologies (DELL) | 0.0 | $433k | 2.6k | 164.17 | |
| Ishares Inc emrg mrk lc bd (LEMB) | 0.0 | $432k | 11k | 40.80 | |
| Viper Energy Inc Cl A (VNOM) | 0.0 | $430k | 9.1k | 46.99 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $428k | 8.9k | 48.05 | |
| Comfort Systems USA (FIX) | 0.0 | $427k | 309.00 | 1381.48 | |
| Global Payments (GPN) | 0.0 | $423k | 6.3k | 67.31 | |
| Franklin Templeton Etf Tr libertyq intl (DIVI) | 0.0 | $417k | 11k | 39.81 | |
| Imperial Oil (IMO) | 0.0 | $417k | 3.2k | 130.84 | |
| Celestica (CLS) | 0.0 | $413k | 1.5k | 281.74 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.0 | $411k | 4.4k | 93.76 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $409k | 8.5k | 48.32 | |
| Paypal Holdings (PYPL) | 0.0 | $409k | 9.0k | 45.23 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $407k | 3.7k | 110.37 | |
| Dimensional Global Core Plus Fixed Income Etf (DFGP) | 0.0 | $405k | 7.5k | 53.99 | |
| Vaneck Vectors Oil Services Etf ef (OIH) | 0.0 | $404k | 1.0k | 404.21 | |
| First Tr Exhcange Traded Fd smid risng etf (SDVY) | 0.0 | $404k | 10k | 39.43 | |
| Blue Bird Corp (BLBD) | 0.0 | $403k | 7.1k | 56.80 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $402k | 4.4k | 91.38 | |
| Wec Energy Group (WEC) | 0.0 | $394k | 3.4k | 115.80 | |
| Air Products & Chemicals (APD) | 0.0 | $393k | 1.4k | 290.84 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $393k | 6.7k | 58.55 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $390k | 4.2k | 92.74 | |
| Energy Transfer Equity (ET) | 0.0 | $389k | 20k | 19.30 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $387k | 1.9k | 205.90 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $386k | 3.5k | 111.39 | |
| Wp Carey (WPC) | 0.0 | $384k | 5.7k | 67.97 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $383k | 2.3k | 168.86 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $382k | 5.1k | 74.25 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $381k | 3.9k | 97.23 | |
| Copart (CPRT) | 0.0 | $379k | 11k | 33.20 | |
| Kinross Gold Corp (KGC) | 0.0 | $378k | 12k | 30.52 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $378k | 1.7k | 224.60 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $377k | 2.5k | 148.12 | |
| Seagate Technology (STX) | 0.0 | $376k | 959.00 | 391.94 | |
| Eversource Energy (ES) | 0.0 | $376k | 5.4k | 69.29 | |
| Janus Henderson Group Plc Ord (JHG) | 0.0 | $376k | 7.3k | 51.37 | |
| Ameriprise Financial (AMP) | 0.0 | $376k | 845.00 | 444.61 | |
| Hershey Company (HSY) | 0.0 | $375k | 1.8k | 207.90 | |
| iShares Silver Trust (SLV) | 0.0 | $374k | 5.5k | 68.14 | |
| iShares MSCI France Index (EWQ) | 0.0 | $371k | 8.6k | 43.38 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $370k | 2.4k | 155.17 | |
| Broadridge Financial Solutions (BR) | 0.0 | $369k | 2.3k | 162.49 | |
| iShares Dow Jones US Basic Mater. (IYM) | 0.0 | $366k | 2.1k | 175.92 | |
| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $365k | 2.1k | 171.67 | |
| Paychex (PAYX) | 0.0 | $365k | 4.0k | 92.13 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $362k | 2.0k | 184.36 | |
| Sch Fnd Intl Lg Etf (FNDF) | 0.0 | $362k | 7.4k | 48.94 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $361k | 1.7k | 217.31 | |
| Barrick Mining Corp (B) | 0.0 | $357k | 8.8k | 40.79 | |
| Iron Mountain (IRM) | 0.0 | $356k | 3.5k | 102.15 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $353k | 2.0k | 173.50 | |
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $353k | 6.7k | 52.76 | |
| Digi International (DGII) | 0.0 | $352k | 7.3k | 48.20 | |
| Ametek (AME) | 0.0 | $352k | 1.6k | 214.49 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $352k | 1.2k | 298.90 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $351k | 1.5k | 240.05 | |
| EQT Corporation (EQT) | 0.0 | $350k | 5.5k | 63.64 | |
| Cme (CME) | 0.0 | $349k | 1.2k | 295.74 | |
| AutoZone (AZO) | 0.0 | $348k | 103.00 | 3381.10 | |
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $348k | 6.3k | 55.52 | |
| Sherwin-Williams Company (SHW) | 0.0 | $346k | 1.1k | 320.64 | |
| iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.0 | $345k | 6.1k | 56.86 | |
| Starwood Property Trust (STWD) | 0.0 | $345k | 20k | 17.22 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $341k | 2.3k | 147.54 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $341k | 11k | 30.50 | |
| Hubbell (HUBB) | 0.0 | $340k | 693.00 | 490.74 | |
| IDEXX Laboratories (IDXX) | 0.0 | $337k | 599.00 | 562.74 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $337k | 8.9k | 37.74 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $335k | 7.8k | 43.19 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $335k | 3.2k | 106.02 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $334k | 288.00 | 1161.05 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $334k | 3.3k | 100.62 | |
| Sempra Energy (SRE) | 0.0 | $334k | 3.4k | 97.19 | |
| Ishares Tr core tl usd bd (IUSB) | 0.0 | $324k | 7.0k | 46.19 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $323k | 3.5k | 91.52 | |
| iShares S&P Global Financials Sect. (IXG) | 0.0 | $322k | 2.8k | 114.00 | |
| Goldman Sachs Etf Tr (GSLC) | 0.0 | $322k | 2.6k | 125.13 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $321k | 2.7k | 118.46 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $321k | 2.2k | 145.80 | |
| Applied Blockchain (APLD) | 0.0 | $317k | 13k | 23.74 | |
| Northern Trust Corporation (NTRS) | 0.0 | $314k | 2.2k | 139.61 | |
| GXO Logistics (GXO) | 0.0 | $311k | 6.0k | 51.85 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $310k | 1.0k | 304.26 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.0 | $309k | 4.8k | 64.77 | |
| Ishares Tr rus200 grw idx (IWY) | 0.0 | $303k | 1.2k | 248.90 | |
| New Residential Investment (RITM) | 0.0 | $303k | 32k | 9.48 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $298k | 1.9k | 157.35 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $297k | 3.8k | 78.43 | |
| Delta Air Lines (DAL) | 0.0 | $294k | 4.4k | 66.49 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $291k | 16k | 17.75 | |
| Dimensional Etf Trust (DFAT) | 0.0 | $290k | 4.6k | 62.45 | |
| Targa Res Corp (TRGP) | 0.0 | $289k | 1.2k | 250.90 | |
| Abrdn Asia Pacific Income Fu (FAX) | 0.0 | $287k | 20k | 14.42 | |
| Fidelity core divid etf (FDVV) | 0.0 | $287k | 5.2k | 55.24 | |
| Diageo (DEO) | 0.0 | $284k | 3.8k | 74.47 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $284k | 1.4k | 196.96 | |
| Apollo Global Mgmt (APO) | 0.0 | $283k | 2.5k | 111.44 | |
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.0 | $283k | 6.7k | 42.54 | |
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $280k | 5.9k | 47.55 | |
| Amdocs Ltd ord (DOX) | 0.0 | $280k | 4.3k | 65.27 | |
| MetLife (MET) | 0.0 | $279k | 3.9k | 70.73 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $277k | 2.3k | 118.25 | |
| Welltower Inc Com reit (WELL) | 0.0 | $277k | 1.4k | 197.81 | |
| NetApp (NTAP) | 0.0 | $275k | 2.7k | 102.43 | |
| Weyerhaeuser Company (WY) | 0.0 | $272k | 11k | 24.43 | |
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $269k | 2.6k | 102.27 | |
| Square Inc cl a (XYZ) | 0.0 | $264k | 4.4k | 60.19 | |
| Evolv Technologi (EVLV) | 0.0 | $264k | 44k | 6.05 | |
| Evergy (EVRG) | 0.0 | $263k | 3.2k | 81.92 | |
| Willis Towers Watson (WTW) | 0.0 | $261k | 896.00 | 291.07 | |
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $259k | 4.1k | 62.57 | |
| Metropcs Communications (TMUS) | 0.0 | $259k | 1.2k | 210.18 | |
| Microchip Technology (MCHP) | 0.0 | $257k | 4.0k | 64.62 | |
| Vulcan Materials Company (VMC) | 0.0 | $256k | 941.00 | 272.37 | |
| Centene Corporation (CNC) | 0.0 | $256k | 7.8k | 32.74 | |
| Trinity Industries (TRN) | 0.0 | $255k | 7.9k | 32.18 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $255k | 3.2k | 79.58 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $254k | 4.1k | 61.65 | |
| Manulife Finl Corp (MFC) | 0.0 | $253k | 7.3k | 34.44 | |
| Tcg Bdc (CGBD) | 0.0 | $251k | 23k | 10.94 | |
| Fb Finl (FBK) | 0.0 | $251k | 4.8k | 51.94 | |
| Cigna Corp (CI) | 0.0 | $249k | 932.00 | 266.99 | |
| Vanguard Financials ETF (VFH) | 0.0 | $246k | 2.0k | 120.82 | |
| Ea Series Trust (BUXX) | 0.0 | $244k | 12k | 20.25 | |
| Watsco, Incorporated (WSO) | 0.0 | $243k | 667.00 | 364.11 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $239k | 1.8k | 131.03 | |
| Ciena Corporation (CIEN) | 0.0 | $237k | 610.00 | 388.59 | |
| Vanguard Bd Index Fds (VUSB) | 0.0 | $237k | 4.8k | 49.78 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $234k | 2.6k | 91.13 | |
| Applovin Corp Class A (APP) | 0.0 | $234k | 588.00 | 398.20 | |
| Exelon Corporation (EXC) | 0.0 | $233k | 4.8k | 49.03 | |
| Ares Capital Corporation (ARCC) | 0.0 | $233k | 13k | 18.02 | |
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.0 | $232k | 3.4k | 68.28 | |
| Monolithic Power Systems (MPWR) | 0.0 | $232k | 212.00 | 1095.40 | |
| Digital Realty Trust (DLR) | 0.0 | $232k | 1.3k | 180.30 | |
| Mairs & Power Minnesota Municipal Bond Etf (MINN) | 0.0 | $230k | 10k | 22.13 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $229k | 3.2k | 71.20 | |
| Globant S A (GLOB) | 0.0 | $228k | 4.9k | 46.12 | |
| Keysight Technologies (KEYS) | 0.0 | $227k | 804.00 | 282.70 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $226k | 2.6k | 87.86 | |
| Cae (CAE) | 0.0 | $223k | 8.6k | 26.05 | |
| Ishares Tr cmn (GOVT) | 0.0 | $223k | 9.7k | 22.91 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $223k | 2.4k | 91.78 | |
| American International (AIG) | 0.0 | $223k | 3.0k | 75.26 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $222k | 6.9k | 32.01 | |
| Dupont De Nemours (DD) | 0.0 | $222k | 4.8k | 45.80 | |
| Kkr & Co (KKR) | 0.0 | $222k | 2.4k | 92.55 | |
| Brookfield Asset Management (BAM) | 0.0 | $220k | 4.9k | 44.45 | |
| Dimensional Etf Trust (DFAI) | 0.0 | $219k | 5.6k | 38.96 | |
| Spdr Tr russell 1000 lowvol (LGLV) | 0.0 | $219k | 1.2k | 178.10 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.0 | $218k | 2.3k | 94.28 | |
| Toro Company (TTC) | 0.0 | $218k | 2.3k | 93.46 | |
| Martin Marietta Materials (MLM) | 0.0 | $217k | 368.00 | 589.24 | |
| Fortinet (FTNT) | 0.0 | $216k | 2.6k | 81.74 | |
| Carnival Corporation (CCL) | 0.0 | $215k | 8.3k | 25.88 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $215k | 2.3k | 92.77 | |
| Spdr Series Trust aerospace def (XAR) | 0.0 | $212k | 836.00 | 254.12 | |
| FirstEnergy (FE) | 0.0 | $212k | 4.2k | 50.67 | |
| Pulte (PHM) | 0.0 | $212k | 1.8k | 117.66 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $212k | 2.2k | 96.73 | |
| Southwest Airlines (LUV) | 0.0 | $212k | 5.6k | 37.57 | |
| Meritage Homes Corporation (MTH) | 0.0 | $212k | 3.4k | 61.84 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $211k | 8.2k | 25.64 | |
| Shp Etf Trust (SPYI) | 0.0 | $210k | 4.3k | 49.37 | |
| eBay (EBAY) | 0.0 | $210k | 2.3k | 91.06 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $209k | 1.9k | 110.47 | |
| Global X Fds global x copper (COPX) | 0.0 | $209k | 2.7k | 76.35 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $207k | 3.9k | 52.57 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $207k | 1.6k | 128.19 | |
| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $206k | 1.7k | 120.07 | |
| Vistra Energy (VST) | 0.0 | $205k | 1.4k | 150.41 | |
| Fidelity Covington Trust (FELC) | 0.0 | $203k | 5.6k | 36.27 | |
| Brown & Brown (BRO) | 0.0 | $202k | 3.1k | 65.21 | |
| Spdr Gold Minishares Trust (GLDM) | 0.0 | $202k | 2.2k | 92.73 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $201k | 2.6k | 78.44 | |
| American Water Works (AWK) | 0.0 | $200k | 1.5k | 136.13 | |
| D-wave Quantum (QBTS) | 0.0 | $179k | 12k | 14.43 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $171k | 14k | 12.18 | |
| Claymore Guggenheim Strategic (GOF) | 0.0 | $167k | 15k | 11.02 | |
| Blackrock Muniassets Fund (MUA) | 0.0 | $157k | 15k | 10.61 | |
| Vera Bradley (VRA) | 0.0 | $156k | 49k | 3.16 | |
| Kopin Corporation (KOPN) | 0.0 | $148k | 66k | 2.25 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $142k | 14k | 9.87 | |
| Infosys Technologies (INFY) | 0.0 | $135k | 10k | 13.51 | |
| DNP Select Income Fund (DNP) | 0.0 | $125k | 12k | 10.30 | |
| Aberdeen Income Cred Strat (ACP) | 0.0 | $122k | 24k | 5.10 | |
| Purecycle Technologies (PCT) | 0.0 | $90k | 17k | 5.19 | |
| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $79k | 13k | 6.14 | |
| Butterfly Networ (BFLY) | 0.0 | $64k | 16k | 4.04 | |
| MFS High Yield Municipal Trust (CMU) | 0.0 | $60k | 17k | 3.58 | |
| I-80 Gold Corp (IAUX) | 0.0 | $54k | 35k | 1.52 | |
| Pack (PACK) | 0.0 | $41k | 12k | 3.57 | |
| Standard Lithium Corp equities (SLI) | 0.0 | $38k | 11k | 3.41 | |
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $20k | 14k | 1.40 | |
| Roadzen (RDZN) | 0.0 | $12k | 10k | 1.20 | |
| India Globalization Cap (IGC) | 0.0 | $11k | 43k | 0.26 | |
| Creative Media & (CMCT) | 0.0 | $6.7k | 11k | 0.61 | |
| Better Choice (SRXH) | 0.0 | $2.6k | 20k | 0.13 | |
| Liberty Media 4.000 11/15/29 deb 4.000% | 0.0 | $0 | 30k | 0.00 |