Ishares Tr Core Msci Eafe
(IEFA)
|
3.3 |
$34M |
|
502k |
67.50 |
Microsoft Corporation
(MSFT)
|
3.1 |
$32M |
|
95k |
340.54 |
UnitedHealth
(UNH)
|
2.9 |
$30M |
|
62k |
480.64 |
Amazon
(AMZN)
|
2.8 |
$29M |
|
220k |
130.36 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
2.7 |
$28M |
|
614k |
46.18 |
JPMorgan Chase & Co.
(JPM)
|
2.6 |
$27M |
|
188k |
145.44 |
Apple
(AAPL)
|
2.4 |
$25M |
|
127k |
193.97 |
Ishares Tr Mbs Etf
(MBB)
|
2.4 |
$25M |
|
264k |
93.26 |
Quest Diagnostics Incorporated
(DGX)
|
2.2 |
$23M |
|
162k |
140.56 |
Waste Management
(WM)
|
2.2 |
$22M |
|
128k |
173.42 |
Bank of New York Mellon Corporation
(BK)
|
2.2 |
$22M |
|
499k |
44.52 |
Coca-Cola Company
(KO)
|
2.1 |
$22M |
|
361k |
60.22 |
Walt Disney Company
(DIS)
|
2.1 |
$22M |
|
242k |
89.28 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
2.1 |
$22M |
|
220k |
97.95 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
2.1 |
$21M |
|
192k |
110.48 |
Copart
(CPRT)
|
1.9 |
$20M |
|
220k |
91.21 |
Electronic Arts
(EA)
|
1.9 |
$20M |
|
154k |
129.70 |
Starbucks Corporation
(SBUX)
|
1.9 |
$20M |
|
199k |
99.06 |
Costco Wholesale Corporation
(COST)
|
1.9 |
$19M |
|
36k |
538.38 |
Schwab Strategic Tr Int-trm U.s Tres
(SCHR)
|
1.8 |
$19M |
|
387k |
49.28 |
Nike CL B
(NKE)
|
1.8 |
$18M |
|
166k |
110.37 |
AutoZone
(AZO)
|
1.8 |
$18M |
|
7.3k |
2493.36 |
Visa Com Cl A
(V)
|
1.8 |
$18M |
|
77k |
237.48 |
Cognizant Technology Solutio Cl A
(CTSH)
|
1.7 |
$18M |
|
270k |
65.28 |
Union Pacific Corporation
(UNP)
|
1.7 |
$18M |
|
86k |
204.62 |
PPL Corporation
(PPL)
|
1.7 |
$17M |
|
658k |
26.46 |
Zoom Video Communications In Cl A
(ZM)
|
1.7 |
$17M |
|
254k |
67.88 |
Home Depot
(HD)
|
1.5 |
$16M |
|
51k |
310.64 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.5 |
$16M |
|
158k |
99.65 |
Brown Forman Corp CL B
(BF.B)
|
1.5 |
$16M |
|
234k |
66.78 |
EOG Resources
(EOG)
|
1.5 |
$15M |
|
134k |
114.44 |
Wells Fargo Perp Pfd Cnv A
(WFC.PL)
|
1.4 |
$15M |
|
13k |
1151.98 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
1.4 |
$15M |
|
149k |
97.60 |
Abbvie
(ABBV)
|
1.3 |
$14M |
|
101k |
134.73 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.3 |
$14M |
|
112k |
120.97 |
Procter & Gamble Company
(PG)
|
1.3 |
$13M |
|
87k |
151.74 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
1.3 |
$13M |
|
175k |
75.57 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
1.2 |
$13M |
|
251k |
50.17 |
Truist Financial Corp equities
(TFC)
|
1.2 |
$13M |
|
414k |
30.35 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
1.2 |
$12M |
|
154k |
79.03 |
Ishares Core Msci Emkt
(IEMG)
|
1.2 |
$12M |
|
245k |
49.29 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
1.2 |
$12M |
|
237k |
50.57 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.0 |
$10M |
|
139k |
72.69 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$9.7M |
|
238k |
40.68 |
3M Company
(MMM)
|
0.9 |
$9.5M |
|
95k |
100.09 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.9 |
$9.1M |
|
120k |
75.66 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
0.8 |
$7.8M |
|
104k |
75.23 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.8 |
$7.7M |
|
154k |
50.14 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.7 |
$7.4M |
|
89k |
83.56 |
Ishares Tr Core Total Usd
(IUSB)
|
0.6 |
$6.1M |
|
134k |
45.47 |
Cisco Systems
(CSCO)
|
0.6 |
$6.0M |
|
117k |
51.74 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.6 |
$5.7M |
|
118k |
48.06 |
United Parcel Service CL B
(UPS)
|
0.5 |
$5.6M |
|
31k |
179.25 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.5 |
$5.4M |
|
27k |
198.89 |
Honeywell International
(HON)
|
0.5 |
$5.4M |
|
26k |
207.50 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$5.3M |
|
45k |
119.70 |
Ishares Tr National Mun Etf
(MUB)
|
0.5 |
$5.1M |
|
48k |
106.73 |
Mastercard Incorporated Cl A
(MA)
|
0.5 |
$4.8M |
|
12k |
393.31 |
Vanguard Scottsdale Fds Lg-term Cor Bd
(VCLT)
|
0.5 |
$4.8M |
|
61k |
78.49 |
Fidelity Covington Trust Msci Finls Idx
(FNCL)
|
0.5 |
$4.7M |
|
101k |
47.07 |
Amgen
(AMGN)
|
0.5 |
$4.7M |
|
21k |
222.02 |
Select Sector Spdr Tr Financial
(XLF)
|
0.4 |
$4.6M |
|
137k |
33.71 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.4 |
$4.0M |
|
79k |
50.22 |
J P Morgan Exchange Traded F Betabuilders Usd
(BBHY)
|
0.3 |
$3.5M |
|
79k |
44.61 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.3 |
$3.4M |
|
67k |
50.65 |
J P Morgan Exchange Traded F Municipal Etf
(JMUB)
|
0.3 |
$3.3M |
|
67k |
50.23 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.3 |
$2.9M |
|
55k |
52.43 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$2.8M |
|
26k |
107.25 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$2.6M |
|
5.9k |
445.72 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
0.3 |
$2.6M |
|
104k |
25.09 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$2.5M |
|
24k |
104.04 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$2.1M |
|
7.9k |
261.48 |
Schwab Strategic Tr Long Term Us
(SCHQ)
|
0.2 |
$1.8M |
|
49k |
36.29 |
Taiwan Semiconductor Mfg Sponsored Ads
(TSM)
|
0.2 |
$1.8M |
|
18k |
100.92 |
Spdr Ser Tr Portfolio Short
(SPSB)
|
0.2 |
$1.8M |
|
60k |
29.44 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$1.7M |
|
11k |
162.42 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.2 |
$1.7M |
|
4.9k |
341.00 |
J P Morgan Exchange Traded F Equity Premium
(JEPI)
|
0.2 |
$1.6M |
|
28k |
55.33 |
Lowe's Companies
(LOW)
|
0.1 |
$1.5M |
|
6.5k |
225.72 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$1.3M |
|
5.8k |
220.28 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$1.3M |
|
2.7k |
468.91 |
Discover Financial Services
(DFS)
|
0.1 |
$1.2M |
|
11k |
116.85 |
J P Morgan Exchange Traded F Div Rtn Int Eq
(JPIN)
|
0.1 |
$1.2M |
|
23k |
51.93 |
Direxion Shs Etf Tr Dly S&p500 Br 1x
(SPDN)
|
0.1 |
$1.2M |
|
82k |
14.27 |
Vanguard Bd Index Fds Long Term Bond
(BLV)
|
0.1 |
$1.1M |
|
15k |
74.92 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$1.1M |
|
15k |
72.62 |
Ishares Tr Blackrock Ultra
(ICSH)
|
0.1 |
$1.1M |
|
22k |
50.30 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$1.0M |
|
5.9k |
173.85 |
Johnson & Johnson
(JNJ)
|
0.1 |
$997k |
|
6.0k |
165.52 |
Bank America Corp 7.25%CNV PFD L
(BAC.PL)
|
0.1 |
$995k |
|
849.00 |
1171.82 |
Vanguard Index Fds Value Etf
(VTV)
|
0.1 |
$990k |
|
7.0k |
142.10 |
Bok Finl Corp Com New
(BOKF)
|
0.1 |
$874k |
|
11k |
80.78 |
BlackRock
|
0.1 |
$872k |
|
1.3k |
690.95 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
0.1 |
$865k |
|
21k |
41.45 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$857k |
|
5.2k |
165.40 |
Chevron Corporation
(CVX)
|
0.1 |
$845k |
|
5.4k |
157.35 |
Ishares Tr Core Divid Etf
(DIVB)
|
0.1 |
$838k |
|
22k |
38.25 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$830k |
|
15k |
54.41 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$820k |
|
1.9k |
423.07 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$805k |
|
2.9k |
275.18 |
Enterprise Products Partners
(EPD)
|
0.1 |
$792k |
|
30k |
26.35 |
Uber Technologies
(UBER)
|
0.1 |
$792k |
|
18k |
43.17 |
Spdr Ser Tr Bloomberg Invt
(FLRN)
|
0.1 |
$749k |
|
24k |
30.69 |
Vanguard Bd Index Fds Vanguard Ultra
(VUSB)
|
0.1 |
$737k |
|
15k |
49.16 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
0.1 |
$728k |
|
7.4k |
97.84 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$677k |
|
19k |
35.30 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$670k |
|
7.2k |
92.97 |
Philip Morris International
(PM)
|
0.1 |
$656k |
|
6.7k |
97.62 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$601k |
|
7.4k |
81.17 |
Tesla Motors
(TSLA)
|
0.1 |
$587k |
|
2.2k |
261.77 |
Meta Platforms Cl A
(META)
|
0.1 |
$585k |
|
2.0k |
286.98 |
Wal-Mart Stores
(WMT)
|
0.1 |
$583k |
|
3.7k |
157.16 |
Fidelity Covington Trust Msci Energy Idx
(FENY)
|
0.1 |
$576k |
|
26k |
22.16 |
Merck & Co
(MRK)
|
0.1 |
$573k |
|
5.0k |
115.39 |
New York Cmnty Cap Tr V Unit 05/07/2051
(FLG.PU)
|
0.1 |
$539k |
|
13k |
40.45 |
British Amern Tob Sponsored Adr
(BTI)
|
0.1 |
$535k |
|
16k |
33.20 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$525k |
|
1.2k |
442.16 |
McKesson Corporation
(MCK)
|
0.1 |
$522k |
|
1.2k |
427.43 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$518k |
|
1.00 |
517810.00 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$514k |
|
5.2k |
97.96 |
General Dynamics Corporation
(GD)
|
0.0 |
$513k |
|
2.4k |
215.15 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.0 |
$510k |
|
3.2k |
157.83 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.0 |
$501k |
|
1.1k |
443.28 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.0 |
$486k |
|
2.2k |
220.12 |
Constellation Energy
(CEG)
|
0.0 |
$476k |
|
5.2k |
91.55 |
Select Sector Spdr Tr Sbi Cons Discr
(XLY)
|
0.0 |
$467k |
|
2.7k |
169.82 |
Vanguard Whitehall Fds Intl Dvd Etf
(VIGI)
|
0.0 |
$455k |
|
6.1k |
75.09 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.0 |
$438k |
|
7.4k |
58.98 |
ConocoPhillips
(COP)
|
0.0 |
$420k |
|
4.1k |
103.60 |
Vanguard World Fds Financials Etf
(VFH)
|
0.0 |
$406k |
|
5.0k |
81.24 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.0 |
$399k |
|
979.00 |
407.23 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.0 |
$380k |
|
5.7k |
66.66 |
Qualcomm
(QCOM)
|
0.0 |
$368k |
|
3.1k |
119.04 |
Spdr Ser Tr Russell Yield
(ONEY)
|
0.0 |
$361k |
|
3.8k |
95.29 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.0 |
$344k |
|
18k |
19.53 |
Servicenow
(NOW)
|
0.0 |
$337k |
|
600.00 |
561.97 |
Palo Alto Networks
(PANW)
|
0.0 |
$335k |
|
1.3k |
255.51 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.0 |
$332k |
|
1.2k |
282.96 |
Deere & Company
(DE)
|
0.0 |
$327k |
|
807.00 |
405.43 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$325k |
|
2.2k |
149.64 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.0 |
$324k |
|
4.8k |
67.50 |
Verizon Communications
(VZ)
|
0.0 |
$304k |
|
8.2k |
37.19 |
Lockheed Martin Corporation
(LMT)
|
0.0 |
$299k |
|
649.00 |
460.38 |
J P Morgan Exchange Traded F Nasdaq Eqt Prem
(JEPQ)
|
0.0 |
$290k |
|
6.0k |
48.37 |
Devon Energy Corporation
(DVN)
|
0.0 |
$286k |
|
5.9k |
48.34 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.0 |
$272k |
|
3.7k |
72.50 |
Oracle Corporation
(ORCL)
|
0.0 |
$268k |
|
2.2k |
119.09 |
Invesco Exchange Traded Fd T S&p500 Quality
(SPHQ)
|
0.0 |
$263k |
|
5.2k |
50.45 |
Crowdstrike Hldgs Cl A
(CRWD)
|
0.0 |
$261k |
|
1.8k |
146.89 |
Vanguard World Fds Health Car Etf
(VHT)
|
0.0 |
$260k |
|
1.1k |
244.82 |
Icon SHS
(ICLR)
|
0.0 |
$252k |
|
1.0k |
250.20 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.0 |
$250k |
|
4.0k |
62.81 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$248k |
|
1.5k |
161.19 |
Valero Energy Corporation
(VLO)
|
0.0 |
$246k |
|
2.1k |
117.30 |
Bank of America Corporation
(BAC)
|
0.0 |
$233k |
|
8.1k |
28.69 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.0 |
$230k |
|
3.1k |
73.03 |
Linde SHS
(LIN)
|
0.0 |
$228k |
|
598.00 |
380.90 |
Ishares Gold Tr Ishares New
(IAU)
|
0.0 |
$225k |
|
6.2k |
36.39 |
Rbc Cad
(RY)
|
0.0 |
$220k |
|
2.3k |
95.51 |
Okta Cl A
(OKTA)
|
0.0 |
$219k |
|
3.2k |
69.35 |
Royal Caribbean Cruises
(RCL)
|
0.0 |
$218k |
|
2.1k |
103.74 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
0.0 |
$212k |
|
1.0k |
205.77 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.0 |
$205k |
|
554.00 |
369.48 |
Direxion Shs Etf Tr Nas100 Eql Wgt
(QQQE)
|
0.0 |
$203k |
|
2.6k |
76.99 |
Intel Corporation
(INTC)
|
0.0 |
$203k |
|
6.1k |
33.44 |