JPMorgan Chase & Co.
(JPM)
|
2.7 |
$26M |
|
205k |
127.07 |
Microsoft Corporation
(MSFT)
|
2.7 |
$26M |
|
115k |
222.42 |
Verizon Communications
(VZ)
|
2.6 |
$25M |
|
423k |
58.75 |
Apple
(AAPL)
|
2.5 |
$24M |
|
179k |
132.69 |
Amazon
(AMZN)
|
2.3 |
$22M |
|
6.7k |
3256.96 |
UnitedHealth
(UNH)
|
2.3 |
$22M |
|
62k |
350.68 |
Ishares Tr Core Msci Eafe
(IEFA)
|
2.3 |
$21M |
|
310k |
69.09 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
2.2 |
$21M |
|
253k |
82.90 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.1 |
$20M |
|
170k |
118.19 |
Air Products & Chemicals
(APD)
|
2.1 |
$20M |
|
73k |
273.22 |
Alphabet Cap Stk Cl C
(GOOG)
|
2.0 |
$19M |
|
11k |
1751.88 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.9 |
$18M |
|
80k |
229.83 |
Starbucks Corporation
(SBUX)
|
1.9 |
$18M |
|
167k |
106.98 |
Oracle Corporation
(ORCL)
|
1.8 |
$18M |
|
271k |
64.69 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
1.8 |
$17M |
|
336k |
51.39 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
1.8 |
$17M |
|
176k |
97.14 |
Cerner Corporation
|
1.8 |
$17M |
|
215k |
78.48 |
Facebook Cl A
(META)
|
1.8 |
$17M |
|
62k |
273.16 |
Cognizant Technology Solutio Cl A
(CTSH)
|
1.7 |
$16M |
|
196k |
81.95 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.6 |
$16M |
|
168k |
91.90 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
1.6 |
$15M |
|
280k |
55.17 |
Spdr Ser Tr Portfolio Short
(SPSB)
|
1.6 |
$15M |
|
488k |
31.40 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
1.6 |
$15M |
|
319k |
47.21 |
Ishares Tr Mbs Etf
(MBB)
|
1.5 |
$15M |
|
133k |
110.13 |
Mastercard Incorporated Cl A
(MA)
|
1.5 |
$15M |
|
41k |
356.93 |
Ishares Core Msci Emkt
(IEMG)
|
1.5 |
$15M |
|
233k |
62.04 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.5 |
$14M |
|
170k |
83.25 |
PPL Corporation
(PPL)
|
1.5 |
$14M |
|
491k |
28.20 |
Costco Wholesale Corporation
(COST)
|
1.4 |
$14M |
|
36k |
376.77 |
Quest Diagnostics Incorporated
(DGX)
|
1.4 |
$14M |
|
114k |
119.17 |
J P Morgan Exchange-traded F Ultra Shrt Inc
(JPST)
|
1.4 |
$13M |
|
259k |
50.79 |
Merck & Co
(MRK)
|
1.3 |
$13M |
|
156k |
81.80 |
United Parcel Service CL B
(UPS)
|
1.3 |
$13M |
|
76k |
168.40 |
Philip Morris International
(PM)
|
1.3 |
$13M |
|
151k |
82.79 |
Union Pacific Corporation
(UNP)
|
1.2 |
$12M |
|
57k |
208.21 |
Coca-Cola Company
(KO)
|
1.1 |
$11M |
|
197k |
54.84 |
Discover Financial Services
(DFS)
|
1.1 |
$10M |
|
115k |
90.53 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
1.1 |
$10M |
|
228k |
45.44 |
Truist Financial Corp equities
(TFC)
|
1.1 |
$10M |
|
216k |
47.93 |
Cisco Systems
(CSCO)
|
1.0 |
$9.8M |
|
219k |
44.75 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
1.0 |
$9.8M |
|
158k |
61.79 |
General Dynamics Corporation
(GD)
|
0.9 |
$8.9M |
|
60k |
148.82 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$8.7M |
|
174k |
50.11 |
Nike CL B
(NKE)
|
0.9 |
$8.3M |
|
58k |
141.47 |
Bce Com New
(BCE)
|
0.9 |
$8.3M |
|
193k |
42.80 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.9 |
$8.3M |
|
68k |
121.85 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.9 |
$8.2M |
|
97k |
84.93 |
Altria
(MO)
|
0.8 |
$7.9M |
|
193k |
41.00 |
Us Bancorp Del Com New
(USB)
|
0.8 |
$7.4M |
|
159k |
46.59 |
Honeywell International
(HON)
|
0.8 |
$7.4M |
|
35k |
212.69 |
Wal-Mart Stores
(WMT)
|
0.8 |
$7.3M |
|
51k |
144.14 |
Waste Management
(WM)
|
0.8 |
$7.3M |
|
62k |
117.93 |
Select Sector Spdr Tr Sbi Int-finl
(XLF)
|
0.7 |
$6.8M |
|
232k |
29.48 |
Electronic Arts
(EA)
|
0.6 |
$6.2M |
|
43k |
143.61 |
Intel Corporation
(INTC)
|
0.6 |
$6.1M |
|
123k |
49.82 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.6 |
$6.1M |
|
31k |
194.67 |
Exxon Mobil Corporation
(XOM)
|
0.6 |
$5.8M |
|
140k |
41.22 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.5 |
$5.0M |
|
13k |
375.41 |
Invesco Actively Managed Etf Ultra Shrt Dur
(GSY)
|
0.5 |
$4.9M |
|
98k |
50.58 |
Bank of America Corporation
(BAC)
|
0.5 |
$4.9M |
|
163k |
30.31 |
Raytheon Technologies Corp
(RTX)
|
0.5 |
$4.6M |
|
64k |
71.51 |
Johnson & Johnson
(JNJ)
|
0.5 |
$4.5M |
|
28k |
157.38 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.5 |
$4.4M |
|
76k |
58.22 |
Visa Com Cl A
(V)
|
0.5 |
$4.4M |
|
20k |
218.74 |
Omni
(OMC)
|
0.5 |
$4.3M |
|
69k |
62.37 |
AutoZone
(AZO)
|
0.4 |
$4.0M |
|
3.4k |
1185.55 |
Kimberly-Clark Corporation
(KMB)
|
0.4 |
$4.0M |
|
29k |
134.81 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$3.9M |
|
72k |
55.19 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.4 |
$3.8M |
|
35k |
109.03 |
Ishares Tr National Mun Etf
(MUB)
|
0.4 |
$3.8M |
|
33k |
117.19 |
Fidelity Covington Trust Msci Finls Idx
(FNCL)
|
0.4 |
$3.7M |
|
89k |
42.22 |
3M Company
(MMM)
|
0.4 |
$3.4M |
|
19k |
174.78 |
Pepsi
(PEP)
|
0.4 |
$3.4M |
|
23k |
148.29 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.3 |
$3.3M |
|
36k |
91.65 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.3 |
$3.3M |
|
31k |
104.42 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$3.2M |
|
30k |
108.09 |
Home Depot
(HD)
|
0.3 |
$3.1M |
|
12k |
265.66 |
Lockheed Martin Corporation
(LMT)
|
0.3 |
$3.0M |
|
8.5k |
355.02 |
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.3 |
$2.9M |
|
57k |
51.04 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.3 |
$2.8M |
|
21k |
138.12 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$2.7M |
|
1.6k |
1752.72 |
J P Morgan Exchange-traded F Div Rtn Int Eq
(JPIN)
|
0.3 |
$2.7M |
|
46k |
58.22 |
Valero Energy Corporation
(VLO)
|
0.3 |
$2.6M |
|
46k |
56.57 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.3 |
$2.5M |
|
50k |
50.72 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$2.4M |
|
12k |
194.65 |
McKesson Corporation
(MCK)
|
0.2 |
$2.3M |
|
13k |
173.92 |
Huntington Ingalls Inds
(HII)
|
0.2 |
$2.0M |
|
12k |
170.46 |
Cummins
(CMI)
|
0.2 |
$2.0M |
|
8.9k |
227.12 |
Dominion Resources
(D)
|
0.2 |
$1.9M |
|
26k |
75.19 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$1.7M |
|
27k |
62.02 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.2 |
$1.6M |
|
7.9k |
206.78 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$1.6M |
|
7.0k |
231.87 |
Lowe's Companies
(LOW)
|
0.2 |
$1.6M |
|
9.8k |
160.49 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$1.6M |
|
11k |
141.14 |
New York Cmnty Cap Tr V Unit 11/01/2051
(FLG.PU)
|
0.2 |
$1.5M |
|
32k |
45.84 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$1.4M |
|
8.3k |
168.79 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$1.3M |
|
5.4k |
241.15 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
0.1 |
$1.3M |
|
50k |
25.38 |
British Amern Tob Sponsored Adr
(BTI)
|
0.1 |
$1.2M |
|
32k |
37.48 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
0.1 |
$1.2M |
|
38k |
30.58 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.1 |
$1.1M |
|
7.1k |
160.72 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$1.1M |
|
17k |
64.12 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$1.1M |
|
21k |
52.39 |
Southwest Airlines
(LUV)
|
0.1 |
$981k |
|
21k |
46.63 |
Blackstone Group Com Cl A
(BX)
|
0.1 |
$963k |
|
15k |
64.78 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$951k |
|
7.3k |
130.01 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.1 |
$921k |
|
4.4k |
211.72 |
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
0.1 |
$918k |
|
11k |
81.39 |
China Mobile Sponsored Adr
|
0.1 |
$861k |
|
30k |
28.55 |
Procter & Gamble Company
(PG)
|
0.1 |
$817k |
|
5.9k |
139.21 |
Alibaba Group Hldg Sponsored Ads
(BABA)
|
0.1 |
$808k |
|
3.5k |
232.85 |
Okta Cl A
(OKTA)
|
0.1 |
$782k |
|
3.1k |
254.31 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.1 |
$778k |
|
12k |
62.73 |
Farfetch Ord Sh Cl A
(FTCHQ)
|
0.1 |
$766k |
|
12k |
63.83 |
International Business Machines
(IBM)
|
0.1 |
$729k |
|
5.8k |
125.95 |
Amgen
(AMGN)
|
0.1 |
$723k |
|
3.1k |
229.89 |
Enterprise Products Partners
(EPD)
|
0.1 |
$721k |
|
37k |
19.59 |
Chevron Corporation
(CVX)
|
0.1 |
$721k |
|
8.5k |
84.46 |
Icon SHS
(ICLR)
|
0.1 |
$694k |
|
3.6k |
194.89 |
Wells Fargo & Company
(WFC)
|
0.1 |
$665k |
|
22k |
30.18 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$631k |
|
17k |
37.89 |
Vanguard World Fds Financials Etf
(VFH)
|
0.1 |
$612k |
|
8.4k |
72.87 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$607k |
|
8.9k |
68.40 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$597k |
|
5.0k |
118.92 |
Fortinet
(FTNT)
|
0.1 |
$595k |
|
4.0k |
148.45 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$591k |
|
9.3k |
63.85 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$584k |
|
4.3k |
136.80 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$554k |
|
1.6k |
353.77 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$547k |
|
2.1k |
261.10 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$535k |
|
4.7k |
113.35 |
Jd.com Spon Adr Cl A
(JD)
|
0.1 |
$527k |
|
6.0k |
87.83 |
Vanguard Scottsdale Fds Lg-term Cor Bd
(VCLT)
|
0.1 |
$525k |
|
4.7k |
111.13 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.1 |
$520k |
|
1.4k |
373.83 |
Chewy Cl A
(CHWY)
|
0.1 |
$492k |
|
5.5k |
89.86 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$455k |
|
1.8k |
253.48 |
Fidelity Covington Trust Msci Energy Idx
(FENY)
|
0.0 |
$451k |
|
44k |
10.15 |
J P Morgan Exchange-traded F High Yld Resrch
(BBHY)
|
0.0 |
$422k |
|
8.1k |
51.87 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.0 |
$419k |
|
4.9k |
86.20 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$417k |
|
5.7k |
72.97 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.0 |
$415k |
|
7.7k |
53.90 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.0 |
$392k |
|
5.3k |
73.45 |
Veeva Sys Cl A Com
(VEEV)
|
0.0 |
$368k |
|
1.4k |
272.59 |
Houlihan Lokey Cl A
(HLI)
|
0.0 |
$366k |
|
5.4k |
67.21 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.0 |
$361k |
|
5.3k |
68.59 |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf
(BKLN)
|
0.0 |
$356k |
|
16k |
22.26 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.0 |
$351k |
|
1.2k |
286.30 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$349k |
|
2.7k |
127.89 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.0 |
$348k |
|
1.00 |
348000.00 |
Bank of New York Mellon Corporation
(BK)
|
0.0 |
$346k |
|
8.1k |
42.48 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.0 |
$340k |
|
1.6k |
211.84 |
Shopify Cl A
(SHOP)
|
0.0 |
$340k |
|
300.00 |
1133.33 |
Select Sector Spdr Tr Sbi Materials
(XLB)
|
0.0 |
$336k |
|
4.6k |
72.49 |
Nextera Energy Partners Com Unit Part In
(NEP)
|
0.0 |
$335k |
|
5.0k |
67.00 |
Walt Disney Company
(DIS)
|
0.0 |
$314k |
|
1.7k |
181.08 |
Fidelity Covington Trust Msci Consm Dis
(FDIS)
|
0.0 |
$307k |
|
4.3k |
71.40 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
0.0 |
$302k |
|
3.7k |
81.25 |
Schlumberger
(SLB)
|
0.0 |
$301k |
|
14k |
21.85 |
Twitter
|
0.0 |
$289k |
|
5.3k |
54.22 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.0 |
$286k |
|
5.4k |
53.05 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.0 |
$284k |
|
5.1k |
56.24 |
Verint Systems
(VRNT)
|
0.0 |
$282k |
|
4.2k |
67.14 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.0 |
$277k |
|
1.2k |
223.75 |
Fidelity Covington Trust Msci Utils Index
(FUTY)
|
0.0 |
$276k |
|
6.8k |
40.65 |
Pfizer
(PFE)
|
0.0 |
$274k |
|
7.4k |
36.86 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.0 |
$274k |
|
2.1k |
131.67 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$272k |
|
520.00 |
523.08 |
Sailpoint Technlgies Hldgs I
|
0.0 |
$266k |
|
5.0k |
53.20 |
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.0 |
$264k |
|
6.3k |
42.19 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$259k |
|
825.00 |
313.94 |
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
0.0 |
$257k |
|
3.4k |
75.04 |
Revolve Group Cl A
(RVLV)
|
0.0 |
$249k |
|
8.0k |
31.12 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.0 |
$248k |
|
2.8k |
88.10 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.0 |
$238k |
|
1.2k |
195.88 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.0 |
$232k |
|
3.8k |
61.12 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.0 |
$232k |
|
867.00 |
267.59 |
Qualcomm
(QCOM)
|
0.0 |
$225k |
|
1.5k |
152.03 |
American Express Company
(AXP)
|
0.0 |
$224k |
|
1.9k |
120.69 |
Netflix
(NFLX)
|
0.0 |
$224k |
|
414.00 |
541.06 |
Deere & Company
(DE)
|
0.0 |
$219k |
|
814.00 |
269.04 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.0 |
$212k |
|
618.00 |
343.04 |
Vanguard World Mega Cap Index
(MGC)
|
0.0 |
$210k |
|
1.6k |
133.33 |
Ishares Gold Trust Ishares
|
0.0 |
$200k |
|
11k |
18.10 |
PG&E Corporation
(PCG)
|
0.0 |
$127k |
|
10k |
12.50 |