Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
7.9 |
$58M |
|
516k |
112.58 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
3.4 |
$25M |
|
100k |
247.94 |
Vanguard Index Fds Value Etf
(VTV)
|
3.1 |
$22M |
|
149k |
150.33 |
Lam Research Corporation
(LRCX)
|
2.2 |
$16M |
|
23k |
686.29 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.1 |
$16M |
|
5.5k |
2828.52 |
Amazon
(AMZN)
|
2.1 |
$16M |
|
4.7k |
3304.04 |
Meta Platforms Cl A
(META)
|
2.1 |
$15M |
|
46k |
333.25 |
Booking Holdings
(BKNG)
|
2.1 |
$15M |
|
6.2k |
2436.07 |
O'reilly Automotive
(ORLY)
|
2.1 |
$15M |
|
22k |
683.59 |
Illumina
(ILMN)
|
2.1 |
$15M |
|
37k |
413.37 |
Mastercard Incorporated Cl A
(MA)
|
2.1 |
$15M |
|
41k |
367.31 |
American Tower Reit
(AMT)
|
2.0 |
$14M |
|
56k |
259.38 |
Adobe Systems Incorporated
(ADBE)
|
1.9 |
$14M |
|
26k |
532.39 |
Paypal Holdings
(PYPL)
|
1.8 |
$14M |
|
73k |
187.20 |
Microsoft Corporation
(MSFT)
|
1.8 |
$13M |
|
41k |
318.27 |
Lowe's Companies
(LOW)
|
1.7 |
$13M |
|
51k |
250.72 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.7 |
$13M |
|
111k |
113.07 |
Nxp Semiconductors N V
(NXPI)
|
1.5 |
$11M |
|
50k |
229.02 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.5 |
$11M |
|
148k |
75.84 |
Valero Energy Corporation
(VLO)
|
1.5 |
$11M |
|
127k |
84.37 |
Ishares Tr National Mun Etf
(MUB)
|
1.4 |
$11M |
|
91k |
115.46 |
Broadcom
(AVGO)
|
1.4 |
$10M |
|
16k |
621.99 |
Johnson & Johnson
(JNJ)
|
1.3 |
$9.8M |
|
58k |
169.79 |
Genuine Parts Company
(GPC)
|
1.3 |
$9.8M |
|
70k |
138.90 |
Keurig Dr Pepper
(KDP)
|
1.3 |
$9.7M |
|
254k |
38.01 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
1.3 |
$9.5M |
|
86k |
110.69 |
Realty Income
(O)
|
1.3 |
$9.5M |
|
132k |
71.87 |
BlackRock
(BLK)
|
1.3 |
$9.5M |
|
11k |
885.13 |
Amgen
(AMGN)
|
1.3 |
$9.4M |
|
41k |
231.75 |
salesforce
(CRM)
|
1.2 |
$8.8M |
|
37k |
237.83 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
1.2 |
$8.6M |
|
140k |
61.57 |
Te Connectivity SHS
(TEL)
|
1.1 |
$8.3M |
|
52k |
160.69 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.1 |
$8.3M |
|
163k |
50.68 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
1.1 |
$7.9M |
|
50k |
157.64 |
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
1.0 |
$7.7M |
|
116k |
65.72 |
Cisco Systems
(CSCO)
|
1.0 |
$7.5M |
|
121k |
62.12 |
Qualcomm
(QCOM)
|
1.0 |
$7.3M |
|
39k |
186.43 |
Ss&c Technologies Holding
(SSNC)
|
1.0 |
$7.2M |
|
85k |
84.24 |
Truist Financial Corp equities
(TFC)
|
1.0 |
$7.2M |
|
108k |
66.33 |
Boston Scientific Corporation
(BSX)
|
1.0 |
$7.0M |
|
159k |
44.41 |
Wal-Mart Stores
(WMT)
|
0.9 |
$7.0M |
|
49k |
143.44 |
Nasdaq Omx
(NDAQ)
|
0.9 |
$6.9M |
|
36k |
193.24 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.9 |
$6.8M |
|
85k |
80.40 |
Novartis Sponsored Adr
(NVS)
|
0.9 |
$6.6M |
|
74k |
89.80 |
Lpl Financial Holdings
(LPLA)
|
0.9 |
$6.5M |
|
37k |
179.03 |
Garmin SHS
(GRMN)
|
0.9 |
$6.3M |
|
48k |
132.00 |
Cigna Corp
(CI)
|
0.8 |
$6.0M |
|
25k |
238.77 |
Electronic Arts
(EA)
|
0.8 |
$6.0M |
|
45k |
132.50 |
Masco Corporation
(MAS)
|
0.8 |
$5.9M |
|
87k |
68.31 |
CoStar
(CSGP)
|
0.8 |
$5.9M |
|
78k |
74.80 |
Steris Shs Usd
(STE)
|
0.8 |
$5.8M |
|
24k |
241.67 |
Comcast Corp Cl A
(CMCSA)
|
0.7 |
$5.5M |
|
108k |
50.95 |
American Electric Power Company
(AEP)
|
0.7 |
$5.4M |
|
60k |
90.29 |
Citrix Systems
|
0.7 |
$5.4M |
|
56k |
96.82 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.7 |
$5.3M |
|
11k |
470.97 |
Pfizer
(PFE)
|
0.7 |
$5.2M |
|
92k |
56.65 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.7 |
$5.2M |
|
23k |
226.14 |
Freeport-mcmoran CL B
(FCX)
|
0.7 |
$4.9M |
|
108k |
45.15 |
Spdr Index Shs Fds Dj Glb Rl Es Etf
(RWO)
|
0.6 |
$4.8M |
|
87k |
55.00 |
Bj's Wholesale Club Holdings
(BJ)
|
0.6 |
$4.6M |
|
71k |
64.60 |
Glaxosmithkline Sponsored Adr
|
0.6 |
$4.5M |
|
100k |
45.24 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.6 |
$4.2M |
|
56k |
74.14 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.6 |
$4.1M |
|
52k |
79.17 |
Procter & Gamble Company
(PG)
|
0.5 |
$3.9M |
|
24k |
159.00 |
Dbx Etf Tr Xtrack Msci Eurp
(DBEU)
|
0.5 |
$3.7M |
|
102k |
36.49 |
Pepsi
(PEP)
|
0.5 |
$3.6M |
|
21k |
173.91 |
Dominion Resources
(D)
|
0.5 |
$3.5M |
|
44k |
79.32 |
Enbridge
(ENB)
|
0.5 |
$3.5M |
|
83k |
41.69 |
Interpublic Group of Companies
(IPG)
|
0.5 |
$3.4M |
|
89k |
37.75 |
Emerson Electric
(EMR)
|
0.4 |
$3.3M |
|
34k |
96.92 |
Philip Morris International
(PM)
|
0.4 |
$3.0M |
|
30k |
101.44 |
General Mills
(GIS)
|
0.4 |
$3.0M |
|
44k |
68.34 |
Southern Company
(SO)
|
0.4 |
$3.0M |
|
44k |
67.79 |
MetLife
(MET)
|
0.4 |
$3.0M |
|
44k |
67.61 |
Verizon Communications
(VZ)
|
0.4 |
$3.0M |
|
56k |
53.46 |
Apple
(AAPL)
|
0.4 |
$3.0M |
|
17k |
175.56 |
Mondelez Intl Cl A
(MDLZ)
|
0.4 |
$2.9M |
|
43k |
67.37 |
United Parcel Service CL B
(UPS)
|
0.4 |
$2.9M |
|
14k |
211.18 |
PPL Corporation
(PPL)
|
0.4 |
$2.7M |
|
91k |
29.97 |
Gxo Logistics Incorporated Common Stock
(GXO)
|
0.3 |
$2.3M |
|
26k |
88.46 |
Oshkosh Corporation
(OSK)
|
0.3 |
$2.0M |
|
17k |
118.96 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.3 |
$2.0M |
|
40k |
49.93 |
Xpo Logistics Inc equity
(XPO)
|
0.3 |
$1.9M |
|
27k |
70.60 |
Tesla Motors
(TSLA)
|
0.2 |
$1.4M |
|
1.3k |
1105.87 |
Spdr Ser Tr S&P 400 MDCP GRW
(MDYG)
|
0.2 |
$1.4M |
|
18k |
78.43 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.2 |
$1.4M |
|
4.5k |
308.64 |
Home Depot
(HD)
|
0.2 |
$1.4M |
|
3.5k |
389.25 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
0.2 |
$1.4M |
|
23k |
59.89 |
Abbott Laboratories
(ABT)
|
0.2 |
$1.3M |
|
9.8k |
133.69 |
Sonoco Products Company
(SON)
|
0.2 |
$1.2M |
|
21k |
58.26 |
Paycom Software
(PAYC)
|
0.2 |
$1.2M |
|
3.4k |
358.10 |
Spdr Ser Tr S&P 600 SMCP GRW
(SLYG)
|
0.2 |
$1.1M |
|
13k |
89.57 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.1 |
$1.0M |
|
3.2k |
320.50 |
Bank of America Corporation
(BAC)
|
0.1 |
$876k |
|
18k |
48.88 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$876k |
|
5.2k |
168.49 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.1 |
$867k |
|
17k |
51.74 |
Hubbell
(HUBB)
|
0.1 |
$815k |
|
4.0k |
202.48 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$793k |
|
280.00 |
2832.14 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$759k |
|
2.0k |
387.44 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.1 |
$748k |
|
4.9k |
152.56 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.1 |
$591k |
|
5.5k |
106.83 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$527k |
|
9.7k |
54.42 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
0.1 |
$503k |
|
13k |
39.29 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.1 |
$488k |
|
16k |
30.83 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
0.1 |
$472k |
|
16k |
28.82 |
Surgery Partners
(SGRY)
|
0.1 |
$422k |
|
9.2k |
45.92 |
Agnc Invt Corp Com reit
(AGNC)
|
0.1 |
$403k |
|
26k |
15.58 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$387k |
|
3.7k |
103.64 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$381k |
|
3.4k |
111.73 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$374k |
|
5.3k |
71.18 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$353k |
|
1.3k |
280.38 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.0 |
$346k |
|
6.9k |
50.32 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
0.0 |
$345k |
|
10k |
34.09 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$340k |
|
4.3k |
79.72 |
Schwab Strategic Tr Schwab Fdt Us Sc
(FNDA)
|
0.0 |
$339k |
|
6.1k |
55.33 |
Walt Disney Company
(DIS)
|
0.0 |
$303k |
|
1.9k |
158.06 |
Anavex Life Sciences Corp Com New
(AVXL)
|
0.0 |
$301k |
|
21k |
14.68 |
Shopify Cl A
(SHOP)
|
0.0 |
$292k |
|
250.00 |
1168.00 |
Coca-Cola Company
(KO)
|
0.0 |
$291k |
|
4.8k |
60.59 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$283k |
|
453.00 |
624.72 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.0 |
$283k |
|
3.9k |
73.01 |
Southern First Bancshares
(SFST)
|
0.0 |
$279k |
|
4.5k |
61.78 |
Tortoise Midstream Energy M
(NTG)
|
0.0 |
$274k |
|
8.3k |
33.02 |
International Business Machines
(IBM)
|
0.0 |
$267k |
|
2.0k |
133.50 |
McDonald's Corporation
(MCD)
|
0.0 |
$263k |
|
1.0k |
261.17 |
UnitedHealth
(UNH)
|
0.0 |
$262k |
|
554.00 |
472.92 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.0 |
$252k |
|
3.2k |
78.85 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.0 |
$249k |
|
526.00 |
473.38 |
Nextera Energy
(NEE)
|
0.0 |
$247k |
|
2.9k |
85.26 |
Tronox Holdings SHS
(TROX)
|
0.0 |
$217k |
|
8.4k |
25.78 |
First Tr Exch Traded Fd Iii Managd Mun Etf
(FMB)
|
0.0 |
$215k |
|
3.8k |
56.53 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.0 |
$214k |
|
1.1k |
201.51 |
Prudential Financial
(PRU)
|
0.0 |
$203k |
|
1.8k |
115.93 |
Abbvie
(ABBV)
|
0.0 |
$203k |
|
1.5k |
137.44 |
Intel Corporation
(INTC)
|
0.0 |
$203k |
|
3.6k |
55.69 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$200k |
|
2.5k |
81.07 |
Orion Office Reit Inc-w/i
(ONL)
|
0.0 |
$187k |
|
11k |
17.50 |
Bain Cap Specialty Fin Com Stk
(BCSF)
|
0.0 |
$164k |
|
10k |
15.86 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$153k |
|
16k |
9.62 |
Precision Biosciences Ord
|
0.0 |
$145k |
|
24k |
6.14 |
United Microelectronics Corp Spon Adr New
(UMC)
|
0.0 |
$119k |
|
11k |
11.25 |
Lloyds Banking Group Sponsored Adr
(LYG)
|
0.0 |
$113k |
|
39k |
2.89 |
Oaktree Specialty Lending Corp
|
0.0 |
$95k |
|
12k |
7.75 |
Atlantic American Corporation
(AAME)
|
0.0 |
$85k |
|
31k |
2.74 |