Hm Payson & Co

Hm Payson & Co as of March 31, 2026

Portfolio Holdings for Hm Payson & Co

Hm Payson & Co holds 1124 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
Apple (AAPL) 6.2 $430M 1.7M 253.79
Microsoft Corporation (MSFT) 5.1 $352M 951k 370.17
Broadcom (AVGO) 5.0 $348M 1.1M 309.51
Alphabet Cap Stk Cl C (GOOG) 4.7 $324M 1.1M 286.86
NVIDIA Corporation (NVDA) 4.3 $299M 1.7M 174.40
Amazon (AMZN) 2.7 $190M 914k 208.27
Lam Research Corp Com New (LRCX) 2.6 $180M 843k 213.66
Ishares Tr Ibonds 27 Trm Ts (IBTH) 2.2 $152M 6.8M 22.43
JPMorgan Chase & Co. (JPM) 2.0 $142M 482k 294.16
Ishares Tr Core Div Grwth (DGRO) 2.0 $138M 2.0M 70.18
Ishares Tr Ibonds 26 Trm Ts (IBTG) 2.0 $135M 5.9M 22.91
Abbvie (ABBV) 1.9 $131M 602k 217.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $131M 2.0M 64.08
L3harris Technologies (LHX) 1.9 $129M 374k 345.15
Alphabet Cap Stk Cl A (GOOGL) 1.8 $123M 426k 287.56
Ametek (AME) 1.7 $119M 554k 214.36
Asml Hldg Nv N Y Registry Shs (ASML) 1.7 $115M 87k 1320.83
Mastercard Incorporated Cl A (MA) 1.5 $105M 210k 499.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $102M 213k 479.20
Ishares Tr Ibonds Dec2026 (IBDR) 1.5 $102M 4.2M 24.24
Meta Platforms Cl A (META) 1.4 $101M 176k 572.13
Ishares Tr Ibonds 27 Etf (IBDS) 1.4 $100M 4.1M 24.24
Thermo Fisher Scientific (TMO) 1.3 $91M 185k 491.53
TJX Companies (TJX) 1.3 $90M 564k 159.70
Johnson & Johnson (JNJ) 1.3 $87M 356k 244.44
Home Depot (HD) 1.2 $81M 247k 328.89
Caterpillar (CAT) 1.1 $77M 109k 708.46
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $75M 2.9M 25.33
Ishares Tr Ibonds Dec 29 (IBDU) 0.9 $66M 2.8M 23.26
AutoZone (AZO) 0.9 $65M 19k 3377.79
Marathon Petroleum Corp (MPC) 0.9 $60M 245k 244.18
McDonald's Corporation (MCD) 0.9 $60M 191k 310.79
Amgen (AMGN) 0.8 $58M 165k 351.85
Visa Com Cl A (V) 0.8 $58M 191k 302.24
S&p Global (SPGI) 0.8 $55M 130k 425.34
Ishares Tr Ibonds Dec 2030 (IBDV) 0.8 $54M 2.5M 21.89
Danaher Corporation (DHR) 0.8 $53M 280k 189.60
Hubbell (HUBB) 0.8 $53M 107k 490.74
Accenture Plc Ireland Shs Class A (ACN) 0.8 $52M 262k 198.29
Nvent Elec SHS (NVT) 0.7 $52M 436k 118.28
Eli Lilly & Co. (LLY) 0.7 $52M 56k 919.77
Spdr Series Trust State Street Spd (SPYM) 0.7 $51M 661k 76.54
Ishares Tr Ibonds 1-5 Yr Co (LDRC) 0.7 $49M 1.9M 25.25
Exxon Mobil Corporation (XOM) 0.7 $48M 285k 169.66
Chevron Corporation (CVX) 0.7 $46M 223k 206.90
General Dynamics Corporation (GD) 0.6 $44M 127k 343.22
Aon Shs Cl A (AON) 0.6 $40M 122k 322.78
Ishares Tr Ibonds 1-5 Yr Tr (LDRT) 0.6 $39M 1.6M 25.25
Lowe's Companies (LOW) 0.6 $39M 164k 236.28
Abbott Laboratories (ABT) 0.5 $38M 370k 102.67
Raytheon Technologies Corp (RTX) 0.5 $36M 187k 192.90
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $36M 55k 650.34
Oracle Corporation (ORCL) 0.5 $35M 239k 147.11
Cummins (CMI) 0.5 $32M 60k 538.02
Wal-Mart Stores (WMT) 0.5 $32M 258k 124.28
Procter & Gamble Company (PG) 0.5 $32M 222k 144.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $30M 154k 191.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $27M 38.00 718140.00
Parker-Hannifin Corporation (PH) 0.3 $24M 27k 895.25
American Express Company (AXP) 0.3 $24M 79k 302.48
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.3 $23M 1.0M 22.28
Carlisle Companies (CSL) 0.3 $23M 70k 333.62
Honeywell International (HON) 0.3 $23M 103k 226.03
Merck & Co (MRK) 0.3 $23M 190k 120.29
Ishares Tr Esg Optimized (SUSA) 0.3 $22M 165k 132.10
Intuit (INTU) 0.3 $21M 49k 432.38
Tyler Technologies (TYL) 0.3 $20M 60k 342.38
salesforce (CRM) 0.3 $19M 102k 186.67
Dover Corporation (DOV) 0.3 $19M 91k 208.45
Bank of America Corporation (BAC) 0.3 $19M 379k 48.75
D.R. Horton (DHI) 0.3 $18M 134k 137.22
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $18M 54k 337.95
International Business Machines (IBM) 0.3 $18M 74k 242.39
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $18M 768k 22.91
Msci (MSCI) 0.3 $18M 33k 539.01
Deere & Company (DE) 0.2 $17M 31k 563.33
Pepsi (PEP) 0.2 $17M 110k 155.29
Cisco Systems (CSCO) 0.2 $17M 218k 77.59
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.2 $17M 772k 21.84
AFLAC Incorporated (AFL) 0.2 $16M 142k 109.71
Ishares Tr Ibond Dec 2030 (IBTK) 0.2 $14M 703k 19.72
Texas Instruments Incorporated (TXN) 0.2 $14M 70k 194.14
CSX Corporation (CSX) 0.2 $13M 324k 41.05
Pfizer (PFE) 0.2 $13M 465k 28.08
Eaton Corp SHS (ETN) 0.2 $13M 36k 357.67
IDEXX Laboratories (IDXX) 0.2 $13M 22k 561.89
Cdw (CDW) 0.2 $12M 100k 121.02
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $11M 52k 215.06
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $10M 176k 58.54
Automatic Data Processing (ADP) 0.1 $8.4M 42k 203.18
Netflix (NFLX) 0.1 $8.4M 87k 96.15
Amphenol Corp Cl A (APH) 0.1 $8.3M 66k 126.35
Philip Morris International (PM) 0.1 $8.3M 50k 165.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $7.8M 145k 54.05
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $7.7M 24k 320.83
Ge Aerospace Com New (GE) 0.1 $7.4M 26k 283.77
Coca-Cola Company (KO) 0.1 $7.0M 92k 76.05
Spdr Series Trust State Street Spd (SPIB) 0.1 $6.9M 207k 33.54
Bristol Myers Squibb (BMY) 0.1 $6.9M 114k 60.65
Phillips 66 (PSX) 0.1 $6.9M 38k 182.18
Becton, Dickinson and (BDX) 0.1 $6.6M 42k 157.23
Wells Fargo & Company (WFC) 0.1 $6.4M 80k 79.61
Illinois Tool Works (ITW) 0.1 $6.2M 24k 260.29
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $6.1M 49k 124.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $6.0M 59k 100.66
Travelers Companies (TRV) 0.1 $6.0M 20k 291.68
Sherwin-Williams Company (SHW) 0.1 $5.8M 18k 320.55
American Tower Reit (AMT) 0.1 $5.8M 34k 172.58
Ge Vernova (GEV) 0.1 $5.8M 6.6k 872.90
Nextera Energy (NEE) 0.1 $5.7M 61k 92.88
Air Products & Chemicals (APD) 0.1 $5.7M 20k 290.49
Ishares Tr Core S&p500 Etf (IVV) 0.1 $5.6M 8.6k 653.21
State Street Corporation (STT) 0.1 $5.6M 44k 126.56
Colgate-Palmolive Company (CL) 0.1 $5.3M 62k 85.23
Mondelez Intl Cl A (MDLZ) 0.1 $5.1M 89k 57.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $5.1M 64k 79.27
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $5.0M 95k 53.22
Emerson Electric (EMR) 0.1 $5.0M 38k 131.02
3M Company (MMM) 0.1 $4.9M 34k 145.23
Carrier Global Corporation (CARR) 0.1 $4.7M 84k 56.31
Astrazeneca Ord (AZN) 0.1 $4.7M 24k 197.22
Essential Utils (WTRG) 0.1 $4.6M 115k 40.27
Blackstone Group Inc Com Cl A (BX) 0.1 $4.6M 40k 114.99
ConocoPhillips (COP) 0.1 $4.5M 34k 132.00
Lockheed Martin Corporation (LMT) 0.1 $4.5M 7.4k 604.39
Spdr Series Trust State Street Spd (BILS) 0.1 $4.4M 44k 99.44
Palo Alto Networks (PANW) 0.1 $4.3M 27k 160.32
Wright Express (WEX) 0.1 $4.2M 28k 153.04
Spdr Series Trust State Street Spd (SPSB) 0.1 $4.2M 139k 30.07
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $4.1M 31k 132.90
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $4.1M 77k 52.56
Union Pacific Corporation (UNP) 0.1 $4.1M 17k 242.62
Otis Worldwide Corp (OTIS) 0.1 $4.0M 52k 77.08
Stryker Corporation (SYK) 0.1 $4.0M 12k 328.61
Ishares Tr S&p 100 Etf (OEF) 0.1 $3.9M 12k 318.07
Trane Technologies SHS (TT) 0.1 $3.8M 9.1k 416.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.7M 55k 67.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $3.7M 29k 128.12
Intuitive Surgical Com New (ISRG) 0.1 $3.6M 7.8k 460.96
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $3.2M 67k 48.05
Altria (MO) 0.0 $3.2M 48k 65.99
Applied Materials (AMAT) 0.0 $3.1M 9.0k 341.79
Allstate Corporation (ALL) 0.0 $3.1M 15k 207.34
Waters Corporation (WAT) 0.0 $3.0M 10k 297.80
Costco Wholesale Corporation (COST) 0.0 $3.0M 3.0k 996.46
Nike CL B (NKE) 0.0 $3.0M 56k 52.82
Northrop Grumman Corporation (NOC) 0.0 $2.8M 4.1k 682.24
McKesson Corporation (MCK) 0.0 $2.5M 2.9k 865.62
Chubb (CB) 0.0 $2.5M 7.7k 325.91
Spdr Gold Tr Gold Shs (GLD) 0.0 $2.5M 5.8k 430.29
Kimberly-Clark Corporation (KMB) 0.0 $2.5M 26k 96.47
Norfolk Southern (NSC) 0.0 $2.4M 8.4k 286.99
Xylem (XYL) 0.0 $2.3M 20k 119.50
Intel Corporation (INTC) 0.0 $2.3M 52k 44.13
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.3M 9.1k 248.00
Lpl Financial Holdings (LPLA) 0.0 $2.2M 7.4k 300.83
Ishares Tr Broad Usd High (USHY) 0.0 $2.2M 59k 36.84
Walt Disney Company (DIS) 0.0 $2.1M 22k 96.38
Darden Restaurants (DRI) 0.0 $2.1M 11k 196.04
Quest Diagnostics Incorporated (DGX) 0.0 $2.1M 11k 195.98
Tesla Motors (TSLA) 0.0 $2.0M 5.5k 371.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $2.0M 18k 113.11
Capital One Financial (COF) 0.0 $2.0M 11k 182.43
Novartis Sponsored Adr (NVS) 0.0 $2.0M 13k 152.75
Smucker J M Com New (SJM) 0.0 $1.9M 20k 96.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $1.8M 3.2k 577.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $1.8M 24k 75.10
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $1.8M 22k 79.09
CVS Caremark Corporation (CVS) 0.0 $1.8M 24k 71.82
Ishares Tr Core Msci Eafe (IEFA) 0.0 $1.7M 19k 90.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.7M 2.9k 597.49
Hasbro (HAS) 0.0 $1.7M 18k 93.60
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $1.7M 22k 75.19
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $1.6M 32k 50.37
Charles Schwab Corporation (SCHW) 0.0 $1.6M 17k 93.98
Standex Int'l (SXI) 0.0 $1.6M 6.3k 254.86
Spdr Series Trust State Street Spd (SPSM) 0.0 $1.6M 33k 48.32
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $1.6M 35k 45.06
CNB Financial Corporation (CCNE) 0.0 $1.6M 55k 28.96
Morgan Stanley Com New (MS) 0.0 $1.6M 9.5k 164.57
Church & Dwight (CHD) 0.0 $1.5M 17k 93.32
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.5M 10k 148.10
Ameriprise Financial (AMP) 0.0 $1.5M 3.4k 444.40
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $1.5M 29k 51.84
Wec Energy Group (WEC) 0.0 $1.5M 13k 115.77
Casella Waste Sys Cl A (CWST) 0.0 $1.5M 19k 79.34
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $1.5M 43k 33.79
Ecolab (ECL) 0.0 $1.5M 5.5k 266.03
Moody's Corporation (MCO) 0.0 $1.5M 3.3k 436.25
Waste Management (WM) 0.0 $1.4M 6.3k 229.79
Ishares Tr Select Divid Etf (DVY) 0.0 $1.4M 9.5k 151.41
Boeing Company (BA) 0.0 $1.4M 7.1k 199.03
Enterprise Products Partners (EPD) 0.0 $1.4M 37k 37.84
Medtronic SHS (MDT) 0.0 $1.4M 16k 86.65
Constellation Energy (CEG) 0.0 $1.4M 5.0k 279.25
Verizon Communications (VZ) 0.0 $1.4M 28k 50.20
Linde SHS (LIN) 0.0 $1.4M 2.8k 495.73
American Electric Power Company (AEP) 0.0 $1.4M 10k 131.08
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.4M 4.7k 287.18
Rockwell Automation (ROK) 0.0 $1.3M 3.8k 358.88
Diamondback Energy (FANG) 0.0 $1.3M 6.8k 197.79
Blackrock (BLK) 0.0 $1.3M 1.4k 961.71
Consolidated Edison (ED) 0.0 $1.3M 12k 113.18
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $1.3M 11k 114.83
Iron Mountain (IRM) 0.0 $1.3M 13k 102.14
PPG Industries (PPG) 0.0 $1.3M 12k 106.88
Analog Devices (ADI) 0.0 $1.2M 3.9k 318.14
Nxp Semiconductors N V (NXPI) 0.0 $1.2M 6.2k 196.86
W.R. Berkley Corporation (WRB) 0.0 $1.2M 18k 66.28
UnitedHealth (UNH) 0.0 $1.2M 4.4k 270.61
Dominion Resources (D) 0.0 $1.2M 19k 61.82
Toronto Dominion Bk Ont Com New (TD) 0.0 $1.2M 13k 93.31
Camden National Corporation (CAC) 0.0 $1.2M 24k 47.45
Shell Spon Ads (SHEL) 0.0 $1.1M 12k 93.00
Diageo Spon Adr New (DEO) 0.0 $1.1M 15k 74.45
Te Connectivity Ord Shs (TEL) 0.0 $1.1M 5.2k 209.02
Harbor Etf Trust Harbor Commodity (HGER) 0.0 $1.1M 35k 31.01
Target Corporation (TGT) 0.0 $1.1M 8.8k 121.20
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.1M 3.0k 356.56
Uscf Etf Tr Summerhaven K1 (SDCI) 0.0 $1.1M 39k 27.24
Comcast Corp Cl A (CMCSA) 0.0 $1.1M 37k 28.71
Duke Energy Corp Com New (DUK) 0.0 $1.0M 8.0k 130.94
Gilead Sciences (GILD) 0.0 $1.0M 7.4k 139.37
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $1.0M 14k 71.18
SYSCO Corporation (SYY) 0.0 $1.0M 14k 71.33
Eastman Chemical Company (EMN) 0.0 $1.0M 13k 76.32
At&t (T) 0.0 $986k 34k 28.99
Bank of New York Mellon Corporation (BK) 0.0 $986k 8.3k 118.63
Polaris Industries (PII) 0.0 $983k 18k 54.50
Fiserv (FI) 0.0 $966k 17k 55.80
Southern Company (SO) 0.0 $958k 9.9k 96.52
Unilever Spon Adr New (UL) 0.0 $951k 17k 56.97
Starbucks Corporation (SBUX) 0.0 $945k 11k 89.59
Cigna Corp (CI) 0.0 $941k 3.5k 266.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $916k 2.1k 446.56
AmerisourceBergen (COR) 0.0 $911k 2.9k 314.14
Marriott Intl Cl A (MAR) 0.0 $906k 2.8k 327.09
Clearwater Analytics Hldgs I Cl A (CWAN) 0.0 $887k 38k 23.65
Nov (NOV) 0.0 $884k 47k 18.81
Pulte (PHM) 0.0 $872k 7.4k 117.61
SLB Com Stk (SLB) 0.0 $859k 17k 51.39
Valero Energy Corporation (VLO) 0.0 $849k 3.4k 247.08
General Mills (GIS) 0.0 $830k 22k 37.22
Johnson Controls Internation SHS (JCI) 0.0 $828k 6.3k 130.95
Hershey Company (HSY) 0.0 $824k 4.0k 207.89
Advanced Micro Devices (AMD) 0.0 $823k 4.0k 203.43
Qualcomm (QCOM) 0.0 $821k 6.4k 128.78
Ishares Tr New York Mun Etf (NYF) 0.0 $820k 15k 53.12
Marsh & McLennan Companies 0.0 $820k 4.7k 173.45
Entergy Corporation (ETR) 0.0 $819k 7.3k 112.36
Unum (UNM) 0.0 $806k 11k 73.03
Roper Industries (ROP) 0.0 $798k 2.3k 353.86
Teleflex Incorporated (TFX) 0.0 $791k 6.6k 119.61
Truist Financial Corp equities (TFC) 0.0 $784k 17k 45.97
Howmet Aerospace (HWM) 0.0 $766k 3.3k 230.46
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $757k 1.2k 616.76
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $742k 20k 36.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $742k 10k 71.13
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $729k 11k 66.86
Albemarle Corporation (ALB) 0.0 $724k 4.0k 179.53
Micron Technology (MU) 0.0 $698k 2.1k 337.84
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $693k 30k 22.95
Wipro Spon Adr 1 Sh (WIT) 0.0 $690k 325k 2.12
Republic Services (RSG) 0.0 $676k 3.1k 219.02
BP Sponsored Adr (BP) 0.0 $658k 14k 47.00
Vanguard Index Fds Large Cap Etf (VV) 0.0 $657k 2.2k 298.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $654k 2.2k 302.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $653k 12k 56.68
Paychex (PAYX) 0.0 $647k 7.0k 92.12
Adobe Systems Incorporated (ADBE) 0.0 $646k 2.7k 243.08
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $628k 2.0k 313.81
Enbridge (ENB) 0.0 $606k 11k 54.14
Ishares Tr Ibonds Dec 2031 (IBDW) 0.0 $605k 29k 20.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $598k 31k 19.30
American Intl Group Com New (AIG) 0.0 $591k 7.9k 75.25
Labcorp Holdings Com Shs (LH) 0.0 $591k 2.2k 266.81
Cme (CME) 0.0 $586k 2.0k 295.35
Emcor (EME) 0.0 $586k 793.00 738.31
Corning Incorporated (GLW) 0.0 $583k 4.3k 135.97
Vertiv Holdings Com Cl A (VRT) 0.0 $582k 2.3k 250.58
Watts Water Technologies Cl A (WTS) 0.0 $582k 2.0k 290.29
Zoetis Cl A (ZTS) 0.0 $581k 4.9k 118.23
Ishares Tr Russell 3000 Etf (IWV) 0.0 $575k 1.6k 370.68
Ishares Silver Tr Ishares (SLV) 0.0 $574k 8.4k 68.14
FedEx Corporation (FDX) 0.0 $565k 1.6k 356.18
Uber Technologies (UBER) 0.0 $565k 7.9k 71.93
Arista Networks Com Shs (ANET) 0.0 $552k 4.5k 122.78
Canadian Natl Ry (CNI) 0.0 $548k 5.3k 102.77
Mettler-Toledo International (MTD) 0.0 $542k 430.00 1261.20
Corteva (CTVA) 0.0 $541k 6.5k 83.71
Ingersoll Rand (IR) 0.0 $539k 6.7k 80.12
Prologis (PLD) 0.0 $535k 4.0k 132.18
Edwards Lifesciences (EW) 0.0 $530k 6.6k 80.08
Us Bancorp Com New (USB) 0.0 $530k 10k 52.01
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $511k 5.5k 92.69
T. Rowe Price (TROW) 0.0 $510k 5.7k 90.14
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $509k 4.2k 121.19
Hp (HPQ) 0.0 $507k 26k 19.21
Cintas Corporation (CTAS) 0.0 $500k 3.0k 169.14
Williams Companies (WMB) 0.0 $488k 6.7k 72.78
United Parcel Svcs CL B (UPS) 0.0 $481k 4.9k 98.38
PNC Financial Services (PNC) 0.0 $480k 2.3k 208.09
Curtiss-Wright (CW) 0.0 $474k 696.00 681.12
Nucor Corporation (NUE) 0.0 $467k 2.8k 169.10
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $466k 8.2k 56.79
Ishares Tr Msci Eafe Etf (EFA) 0.0 $465k 4.8k 97.13
Amcor Com New (AMCR) 0.0 $464k 12k 39.75
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $461k 9.3k 49.37
Ishares Tr National Mun Etf (MUB) 0.0 $458k 4.3k 106.15
Boston Scientific Corporation (BSX) 0.0 $456k 7.3k 62.75
Vanguard Index Fds Small Cp Etf (VB) 0.0 $445k 1.7k 261.92
Everpure Cl A (PSTG) 0.0 $443k 7.5k 59.04
Dell Technologies CL C (DELL) 0.0 $434k 2.6k 164.13
Qnity Electronics Common Stock (Q) 0.0 $428k 3.7k 115.38
First Tr Exchange-traded A Com Shs (FYX) 0.0 $423k 3.5k 119.35
Motorola Solutions Com New (MSI) 0.0 $422k 973.00 433.97
Zimmer Holdings (ZBH) 0.0 $422k 4.7k 90.42
Servicenow (NOW) 0.0 $417k 4.0k 104.55
First Ban (FNLC) 0.0 $415k 15k 28.03
Kroger (KR) 0.0 $411k 5.7k 72.36
Mongodb Cl A (MDB) 0.0 $410k 1.7k 244.77
Hartford Financial Services (HIG) 0.0 $409k 3.0k 135.23
Agnico (AEM) 0.0 $408k 2.0k 202.98
Eagle Materials (EXP) 0.0 $400k 2.1k 189.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $393k 5.3k 73.64
Sanofi Sa Sponsored Adr (SNY) 0.0 $393k 8.1k 48.18
Vanguard Index Fds Growth Etf (VUG) 0.0 $391k 894.00 436.79
Garmin SHS (GRMN) 0.0 $390k 1.7k 232.01
Allegion Ord Shs (ALLE) 0.0 $388k 2.7k 145.29
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $386k 11k 35.44
Loews Corporation (L) 0.0 $384k 3.6k 106.74
American Water Works (AWK) 0.0 $383k 2.8k 136.09
Argan (AGX) 0.0 $379k 695.00 544.65
Arthur J. Gallagher & Co. (AJG) 0.0 $377k 1.7k 216.58
Ross Stores (ROST) 0.0 $373k 1.7k 216.63
MetLife (MET) 0.0 $370k 5.2k 70.72
Newmont Mining Corporation (NEM) 0.0 $363k 3.4k 108.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $361k 3.7k 97.23
Ishares Core Msci Emkt (IEMG) 0.0 $361k 5.2k 69.75
Dupont De Nemours (DD) 0.0 $358k 7.8k 45.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $357k 12k 30.68
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $354k 7.8k 45.65
Sprott Asset Management Physical Silver (PSLV) 0.0 $350k 14k 24.39
Wabtec Corporation (WAB) 0.0 $350k 1.4k 249.91
Brooks Automation (AZTA) 0.0 $349k 17k 21.13
Fortive (FTV) 0.0 $349k 6.3k 55.28
Crowdstrike Hldgs Cl A (CRWD) 0.0 $347k 888.00 390.41
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $345k 8.5k 40.47
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $343k 740.00 463.19
Workday Cl A (WDAY) 0.0 $340k 2.6k 129.92
Gartner (IT) 0.0 $339k 2.1k 158.34
Impinj (PI) 0.0 $339k 3.3k 102.70
Vanguard World Health Car Etf (VHT) 0.0 $336k 1.2k 272.33
Cabot Corporation (CBT) 0.0 $331k 4.4k 75.31
Oneok (OKE) 0.0 $331k 3.7k 90.39
Spdr Series Trust State Street Spd (SDY) 0.0 $330k 2.3k 145.94
Generac Holdings (GNRC) 0.0 $329k 1.7k 195.33
Goldman Sachs (GS) 0.0 $328k 388.00 845.99
Hologic (HOLX) 0.0 $326k 4.3k 75.59
Genuine Parts Company (GPC) 0.0 $323k 3.1k 105.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $322k 755.00 426.40
RPM International (RPM) 0.0 $321k 3.2k 99.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $316k 3.6k 88.70
Vulcan Materials Company (VMC) 0.0 $313k 1.2k 272.30
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $305k 6.6k 46.23
Ishares Tr U.s. Tech Etf (IYW) 0.0 $298k 1.6k 181.42
Teradyne (TER) 0.0 $295k 996.00 296.46
Snap-on Incorporated (SNA) 0.0 $295k 812.00 363.22
Gra (GGG) 0.0 $293k 3.5k 84.65
Palantir Technologies Cl A (PLTR) 0.0 $292k 2.0k 146.28
Metropcs Communications (TMUS) 0.0 $290k 1.4k 210.03
AGCO Corporation (AGCO) 0.0 $290k 2.5k 115.87
Mosaic (MOS) 0.0 $286k 11k 25.50
H&R Block (HRB) 0.0 $284k 9.0k 31.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $284k 1.3k 213.67
Public Service Enterprise (PEG) 0.0 $284k 3.5k 80.95
Yum! Brands (YUM) 0.0 $283k 1.8k 155.48
Spdr Series Trust State Street Spd (SPTS) 0.0 $280k 9.6k 29.18
Xcel Energy (XEL) 0.0 $279k 3.5k 79.44
eBay (EBAY) 0.0 $279k 3.1k 91.02
W.W. Grainger (GWW) 0.0 $273k 250.00 1090.81
Alliant Energy Corporation (LNT) 0.0 $273k 3.8k 71.76
Citigroup Com New (C) 0.0 $272k 2.4k 113.41
Vanguard World Mega Grwth Ind (MGK) 0.0 $270k 736.00 367.44
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $268k 3.9k 68.47
GSK Sponsored Adr (GSK) 0.0 $268k 4.9k 55.19
Progressive Corporation (PGR) 0.0 $264k 1.3k 197.99
Iradimed (IRMD) 0.0 $261k 2.7k 96.26
Victory Cap Hldgs Inc Del Com Cl A (VCTR) 0.0 $261k 4.0k 65.48
First Tr Exchange-traded A Com Shs (FEX) 0.0 $261k 2.1k 121.93
Woodward Governor Company (WWD) 0.0 $258k 722.00 357.92
Veralto Corp Com Shs (VLTO) 0.0 $257k 2.9k 88.42
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $256k 7.6k 33.86
Teledyne Technologies Incorporated (TDY) 0.0 $253k 418.00 605.01
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $252k 1.2k 211.15
Intercontinental Exchange (ICE) 0.0 $251k 1.6k 157.05
Balchem Corporation (BCPC) 0.0 $250k 1.5k 169.48
Sensient Technologies Corporation (SXT) 0.0 $242k 2.8k 86.44
M&T Bank Corporation (MTB) 0.0 $241k 1.2k 206.72
EastGroup Properties (EGP) 0.0 $241k 1.3k 185.09
Hewlett Packard Enterprise (HPE) 0.0 $239k 10k 23.81
Spdr Series Trust State Street Spd (KBE) 0.0 $238k 4.0k 59.55
Timken Company (TKR) 0.0 $238k 2.4k 100.57
Toll Brothers (TOL) 0.0 $237k 1.7k 136.47
Freeport Mcmoran CL B (FCX) 0.0 $236k 4.0k 58.78
National Grid Sponsored Adr Ne (NGG) 0.0 $235k 2.8k 84.60
Toro Company (TTC) 0.0 $233k 2.5k 93.44
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $233k 2.1k 112.27
First Solar (FSLR) 0.0 $230k 1.2k 197.26
Nutrien (NTR) 0.0 $227k 3.0k 75.46
Omni (OMC) 0.0 $224k 3.0k 75.31
First Tr Exchange-traded A Com Shs (FNX) 0.0 $223k 1.7k 128.24
Franco-Nevada Corporation (FNV) 0.0 $222k 900.00 247.05
Dow (DOW) 0.0 $221k 5.3k 41.65
Booking Holdings (BKNG) 0.0 $219k 52.00 4210.34
Vanguard World Inf Tech Etf (VGT) 0.0 $218k 313.00 697.73
Stonex Group (SNEX) 0.0 $218k 2.7k 80.65
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $217k 4.7k 45.87
FirstEnergy (FE) 0.0 $214k 4.2k 50.66
Watsco, Incorporated (WSO) 0.0 $214k 588.00 363.79
Archer Daniels Midland Company (ADM) 0.0 $213k 2.9k 72.69
Celanese Corporation (CE) 0.0 $211k 3.2k 65.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $209k 1.1k 189.59
Sempra Energy (SRE) 0.0 $208k 2.1k 97.17
Realty Income (O) 0.0 $208k 3.4k 61.18
Tronox Holdings SHS (TROX) 0.0 $207k 21k 9.77
United States Antimony (UAMY) 0.0 $207k 24k 8.73
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $205k 1.3k 161.73
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.0 $205k 4.6k 45.05
Blackstone Secd Lending Common Stock (BXSL) 0.0 $205k 8.7k 23.69
Ares Capital Corporation (ARCC) 0.0 $205k 11k 18.02
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $205k 1.9k 109.69
Oshkosh Corporation (OSK) 0.0 $202k 1.4k 147.21
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $199k 520.00 383.40
Wp Carey (WPC) 0.0 $196k 2.9k 67.96
Ameren Corporation (AEE) 0.0 $194k 1.8k 109.92
Okta Cl A (OKTA) 0.0 $193k 2.5k 78.71
Assurant (AIZ) 0.0 $192k 881.00 217.81
Bank of Hawaii Corporation (BOH) 0.0 $191k 2.6k 74.25
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $190k 1.0k 184.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $187k 2.4k 79.56
Hecla Mining Company (HL) 0.0 $186k 10k 18.63
Vanguard Index Fds Value Etf (VTV) 0.0 $186k 949.00 196.20
Asa Gold And Precious Mtls L SHS (ASA) 0.0 $186k 3.0k 62.03
Extra Space Storage (EXR) 0.0 $186k 1.4k 131.13
Tractor Supply Company (TSCO) 0.0 $185k 4.1k 45.30
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $185k 9.4k 19.63
V.F. Corporation (VFC) 0.0 $184k 11k 16.99
Solstice Advanced Matls Com Shs (SOLS) 0.0 $182k 2.4k 76.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $181k 1.4k 132.50
Ishares Msci Sth Kor Etf (EWY) 0.0 $179k 1.5k 123.01
Targa Res Corp (TRGP) 0.0 $179k 712.00 250.73
Aptiv Com Shs (APTV) 0.0 $178k 2.6k 69.44
First Tr Exchange-traded SHS (QTEC) 0.0 $176k 815.00 215.98
Hycroft Mining Holding Corp Cl A New (HYMC) 0.0 $176k 5.0k 35.20
Toast Cl A (TOST) 0.0 $174k 6.6k 26.51
Wintrust Financial Corporation (WTFC) 0.0 $174k 1.3k 138.94
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $172k 1.7k 100.62
Weyerhaeuser Com New (WY) 0.0 $171k 7.0k 24.43
Elbit Sys Ord (ESLT) 0.0 $170k 200.00 849.09
Old Republic International Corporation (ORI) 0.0 $169k 4.2k 39.90
TransDigm Group Incorporated (TDG) 0.0 $166k 143.00 1158.96
Highwoods Properties (HIW) 0.0 $165k 7.7k 21.41
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $165k 4.0k 40.83
Columbia Banking System (COLB) 0.0 $164k 6.0k 27.43
Ishares Msci Emrg Chn (EMXC) 0.0 $162k 2.1k 78.66
Pinnacle West Capital Corporation (PNW) 0.0 $162k 1.6k 100.75
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $162k 1.1k 144.71
FactSet Research Systems (FDS) 0.0 $161k 741.00 216.99
Simpson Manufacturing (SSD) 0.0 $161k 935.00 171.62
Welltower Inc Com reit (WELL) 0.0 $160k 811.00 197.71
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $160k 3.0k 52.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $159k 828.00 191.81
NiSource (NI) 0.0 $159k 3.4k 46.66
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $159k 1.7k 91.37
Crispr Therapeutics Namen Akt (CRSP) 0.0 $158k 3.3k 47.57
Microchip Technology (MCHP) 0.0 $158k 2.4k 64.61
Vistra Energy (VST) 0.0 $158k 1.1k 150.33
Kla Corp Com New (KLAC) 0.0 $158k 107.00 1472.41
Cognizant Technology Solutio Cl A (CTSH) 0.0 $156k 2.6k 61.35
Interactive Brokers Group In Com Cl A (IBKR) 0.0 $155k 2.3k 67.07
Public Storage (PSA) 0.0 $154k 568.00 270.88
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $154k 1.3k 120.04
Clorox Company (CLX) 0.0 $153k 1.5k 103.63
Cleanspark Com New (CLSK) 0.0 $151k 18k 8.51
Spdr Series Trust State Street Spd (KRE) 0.0 $150k 2.3k 65.15
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $150k 367.00 407.69
Manulife Finl Corp (MFC) 0.0 $148k 4.3k 34.44
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $148k 709.00 209.08
Sprott Asset Management Physical Gold An (CEF) 0.0 $148k 3.1k 47.72
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $148k 1.2k 118.45
Bar Harbor Bankshares (BHB) 0.0 $148k 4.6k 32.45
Wingstop (WING) 0.0 $147k 950.00 154.97
Jacobs Engineering Group (J) 0.0 $147k 1.2k 127.28
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $147k 2.4k 61.26
Oge Energy Corp (OGE) 0.0 $147k 3.1k 47.96
Whirlpool Corporation (WHR) 0.0 $147k 2.7k 53.92
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $146k 2.6k 55.16
Idt Corp Cl B New (IDT) 0.0 $145k 3.0k 49.10
Allison Transmission Hldngs I (ALSN) 0.0 $144k 1.2k 117.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $143k 1.9k 77.11
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $142k 1.3k 109.10
Totalenergies Se Act (TTE) 0.0 $139k 1.5k 90.98
Keysight Technologies (KEYS) 0.0 $138k 490.00 282.37
Equinix (EQIX) 0.0 $137k 140.00 980.24
Autodesk (ADSK) 0.0 $136k 566.00 239.40
Acushnet Holdings Corp (GOLF) 0.0 $134k 1.4k 93.48
Virtus Investment Partners (VRTS) 0.0 $134k 1.0k 134.35
Robinhood Mkts Com Cl A (HOOD) 0.0 $134k 1.9k 69.30
Coinbase Global Com Cl A (COIN) 0.0 $134k 768.00 174.61
Nortonlifelock (GEN) 0.0 $134k 7.1k 18.83
O'reilly Automotive (ORLY) 0.0 $132k 1.4k 92.29
Royal Gold (RGLD) 0.0 $130k 512.00 254.49
Lamar Advertising Cl A (LAMR) 0.0 $130k 1.0k 126.66
Agilent Technologies Inc C ommon (A) 0.0 $130k 1.1k 113.98
Atmos Energy Corporation (ATO) 0.0 $129k 700.00 184.72
Huntington Bancshares Incorporated (HBAN) 0.0 $128k 8.2k 15.65
Kraft Heinz (KHC) 0.0 $126k 5.6k 22.49
Quanta Services (PWR) 0.0 $125k 228.00 549.02
Vici Pptys (VICI) 0.0 $125k 4.6k 27.32
Six Flags Entertainment Corp (FUN) 0.0 $124k 7.0k 17.75
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $121k 309.00 391.76
Deckers Outdoor Corporation (DECK) 0.0 $120k 1.2k 100.09
Regeneron Pharmaceuticals (REGN) 0.0 $120k 155.00 772.65
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $119k 2.6k 45.89
Morningstar (MORN) 0.0 $118k 700.00 169.05
Hanover Insurance (THG) 0.0 $116k 667.00 173.35
Mccormick & Co Com Non Vtg (MKC) 0.0 $113k 2.2k 50.44
Transportadora De Gas Del Su Sponsored Ads B (TGS) 0.0 $113k 3.3k 34.61
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $113k 5.8k 19.53
Tc Energy Corp (TRP) 0.0 $112k 1.8k 62.60
Equity Residential Sh Ben Int (EQR) 0.0 $112k 1.9k 59.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $111k 3.8k 29.13
PerkinElmer (RVTY) 0.0 $111k 1.3k 87.61
Everus Constr Group (ECG) 0.0 $109k 925.00 118.06
Anthem (ELV) 0.0 $108k 370.00 292.75
Solventum Corp Com Shs (SOLV) 0.0 $108k 1.7k 65.30
Zurn Water Solutions Corp Zws (ZWS) 0.0 $108k 2.4k 44.84
Ford Motor Company (F) 0.0 $107k 9.3k 11.54
Exelon Corporation (EXC) 0.0 $107k 2.2k 49.02
Tyson Foods Cl A (TSN) 0.0 $107k 1.7k 64.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $106k 2.1k 50.61
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $106k 1.3k 80.56
Expedia Group Com New (EXPE) 0.0 $105k 455.00 230.89
Equinor Asa Sponsored Adr (EQNR) 0.0 $104k 2.5k 42.20
International Flavors & Fragrances (IFF) 0.0 $104k 1.4k 72.55
Bank Of Montreal Cadcom (BMO) 0.0 $103k 762.00 135.34
SLM Corporation (SLM) 0.0 $103k 4.8k 21.41
FTI Consulting (FCN) 0.0 $103k 582.00 176.77
Otter Tail Corporation (OTTR) 0.0 $103k 1.2k 87.77
Waste Connections (WCN) 0.0 $102k 629.00 162.44
Wisdomtree Tr Jp Smallcp Div (DFJ) 0.0 $102k 1.0k 102.06
Chipotle Mexican Grill (CMG) 0.0 $102k 3.2k 32.01
Eversource Energy (ES) 0.0 $101k 1.5k 69.28
Toyota Motor Corp Ads (TM) 0.0 $101k 488.00 206.09
Halliburton Company (HAL) 0.0 $101k 2.6k 38.99
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $100k 3.9k 25.63
Esab Corporation (ESAB) 0.0 $100k 1.0k 96.66
Americas Gold And Silver Cor Com New (USAS) 0.0 $99k 19k 5.22
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $98k 1.6k 59.55
Victory Portfolios Ii Shares Free Cash (VFLO) 0.0 $98k 2.5k 39.48
Globe Life (GL) 0.0 $97k 700.00 139.17
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $97k 1.3k 73.12
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $96k 500.00 191.74
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $96k 2.6k 36.76
Vanguard World Consum Stp Etf (VDC) 0.0 $96k 425.00 224.59
Cal Maine Foods Com New (CALM) 0.0 $95k 1.2k 79.15
Nordson Corporation (NDSN) 0.0 $95k 356.00 266.24
Select Sector Spdr Tr State Street Con (XLP) 0.0 $95k 1.2k 81.98
Pool Corporation (POOL) 0.0 $95k 467.00 202.33
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $92k 2.1k 43.13
Guardant Health (GH) 0.0 $92k 1.0k 92.37
Digital Realty Trust (DLR) 0.0 $92k 509.00 180.21
Arch Cap Group Ord (ACGL) 0.0 $91k 950.00 95.99
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $90k 363.00 249.00
Black Hills Corporation (BKH) 0.0 $90k 1.3k 69.41
Novagold Resources Com New (NG) 0.0 $90k 10k 8.98
Comfort Systems USA (FIX) 0.0 $90k 65.00 1379.00
MPLX Com Unit Rep Ltd (MPLX) 0.0 $89k 1.6k 57.07
Silvercrest Asset Mgmt Group Cl A (SAMG) 0.0 $89k 6.6k 13.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $88k 3.5k 25.10
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $88k 600.00 146.62
Sono Tek (SOTK) 0.0 $87k 22k 4.06
HSBC HLDGS Spon Adr New (HSBC) 0.0 $87k 1.1k 82.49
Viatris (VTRS) 0.0 $87k 6.4k 13.51
Insulet Corporation (PODD) 0.0 $86k 410.00 209.84
Rollins (ROL) 0.0 $86k 1.6k 53.41
Canadian Natural Resources (CNQ) 0.0 $86k 1.8k 48.73
Leidos Holdings (LDOS) 0.0 $86k 550.00 155.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $85k 3.3k 25.64
Ul Solutions Class A Com Shs (ULS) 0.0 $84k 985.00 85.71
Daily Journal Corporation (DJCO) 0.0 $84k 175.00 482.34
Steris Shs Usd (STE) 0.0 $84k 381.00 221.13
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $83k 900.00 91.77
Evergy (EVRG) 0.0 $82k 1.0k 81.92
Fortinet (FTNT) 0.0 $82k 1.0k 81.72
Constellation Brands Cl A (STZ) 0.0 $81k 537.00 150.00
Rivian Automotive Com Cl A (RIVN) 0.0 $80k 5.3k 15.05
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $80k 2.1k 38.42
Aptera Motors Corp Com Cl B (SEV) 0.0 $80k 30k 2.65
Paramount Skydance Corp Com Cl B (PSKY) 0.0 $79k 8.8k 9.02
PPL Corporation (PPL) 0.0 $79k 2.1k 38.20
Jack Henry & Associates (JKHY) 0.0 $78k 496.00 158.04
Baidu Spon Adr Rep A (BIDU) 0.0 $78k 696.00 111.42
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $77k 650.00 118.51
Fox Corp Cl A Com (FOXA) 0.0 $77k 1.3k 58.40
MDU Resources (MDU) 0.0 $77k 3.7k 20.72
Knife River Corp Common Stock (KNF) 0.0 $76k 925.00 81.65
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $75k 636.00 118.62
Kemper Corp Del (KMPR) 0.0 $75k 2.5k 30.56
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $74k 2.3k 32.95
Fortune Brands (FBIN) 0.0 $74k 1.9k 38.97
First Majestic Silver Corp (AG) 0.0 $74k 3.4k 21.48
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $74k 1.4k 53.35
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $74k 640.00 114.91
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $73k 4.3k 17.07
Casey's General Stores (CASY) 0.0 $73k 100.00 728.00
Kinder Morgan (KMI) 0.0 $73k 2.2k 33.53
Saia (SAIA) 0.0 $72k 205.00 351.06
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $72k 344.00 207.78
Bentley Sys Com Cl B (BSY) 0.0 $71k 2.0k 35.12
RBC Bearings Incorporated (RBC) 0.0 $71k 130.00 543.12
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $70k 890.00 79.12
Key (KEY) 0.0 $70k 3.5k 20.05
International Paper Company (IP) 0.0 $69k 1.9k 35.70
MGE Energy (MGEE) 0.0 $68k 884.00 77.29
Cooper Cos (COO) 0.0 $68k 949.00 71.50
Super Micro Computer Com New (SMCI) 0.0 $67k 3.0k 22.77
CSG Systems International (CSGS) 0.0 $67k 842.00 79.94
Universal Display Corporation (OLED) 0.0 $67k 734.00 91.66
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $67k 791.00 85.02
Hilton Worldwide Holdings (HLT) 0.0 $67k 221.00 304.08
Ishares Gold Tr Ishares New (IAU) 0.0 $67k 761.00 88.16
CenterPoint Energy (CNP) 0.0 $67k 1.6k 43.16
Primerica (PRI) 0.0 $66k 265.00 250.48
Innospec (IOSP) 0.0 $66k 909.00 73.02
Wisdomtree Tr Efficient Gld Pl (GDMN) 0.0 $66k 655.00 101.18
Sea Sponsord Ads (SE) 0.0 $66k 800.00 82.81
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $66k 1.6k 41.06
Global Payments (GPN) 0.0 $66k 975.00 67.30
Paypal Holdings (PYPL) 0.0 $65k 1.4k 45.23
Raymond James Financial (RJF) 0.0 $65k 450.00 144.79
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $64k 3.5k 18.29
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $63k 1.3k 50.48
Cheniere Energy Com New (LNG) 0.0 $63k 222.00 283.76
Lennox International (LII) 0.0 $63k 135.00 464.13
Bj's Wholesale Club Holdings (BJ) 0.0 $62k 633.00 98.42
Lincoln Electric Holdings (LECO) 0.0 $62k 250.00 249.13
Jefferies Finl Group (JEF) 0.0 $62k 1.5k 41.27
Ishares Tr Core Msci Euro (IEUR) 0.0 $62k 880.00 70.27
Star Group Unit Ltd Partnr (SGU) 0.0 $61k 5.0k 12.28
DTE Energy Company (DTE) 0.0 $61k 419.00 146.22
Rbc Cad (RY) 0.0 $61k 376.00 161.78
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $61k 259.00 234.03
Monster Beverage Corp (MNST) 0.0 $60k 828.00 72.55
Domino's Pizza (DPZ) 0.0 $59k 164.00 358.51
Textron (TXT) 0.0 $59k 670.00 87.56
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $59k 585.00 100.17
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $58k 1.3k 44.45
Zoom Communications Cl A (ZM) 0.0 $56k 694.00 80.39
Applovin Corp Com Cl A (APP) 0.0 $56k 140.00 398.00
Equifax (EFX) 0.0 $55k 306.00 180.07
Brink's Company (BCO) 0.0 $55k 531.00 103.63
Keurig Dr Pepper (KDP) 0.0 $54k 2.1k 26.33
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $54k 3.6k 14.95
Sk Telecom Sponsored Adr (SKM) 0.0 $53k 1.8k 29.29
Siteone Landscape Supply (SITE) 0.0 $53k 398.00 133.11
Provident Financial Services (PFS) 0.0 $53k 2.5k 21.16
Portland Gen Elec Com New (POR) 0.0 $53k 1.0k 52.77
Encana Corporation (OVV) 0.0 $53k 886.00 59.36
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.0 $53k 410.00 128.26
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $52k 1.3k 41.17
Suncor Energy (SU) 0.0 $52k 785.00 66.11
Sprott Fds Tr Copper Miner Etf (COPP) 0.0 $52k 1.5k 35.72
Best Buy (BBY) 0.0 $51k 801.00 64.20
Sap Se Spon Adr (SAP) 0.0 $51k 300.00 171.21
Packaging Corporation of America (PKG) 0.0 $51k 240.00 212.22
Choice Hotels International (CHH) 0.0 $51k 492.00 103.50
UGI Corporation (UGI) 0.0 $51k 1.4k 36.42
Amentum Holdings (AMTM) 0.0 $51k 1.9k 26.08
Broadridge Financial Solutions (BR) 0.0 $50k 310.00 162.48
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.0 $50k 1.0k 50.12
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $50k 544.00 92.04
Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $50k 2.0k 25.44
Invesco Actively Managed Exc Qqq Income Advan (QQA) 0.0 $50k 1.0k 49.88
Ishares Tr Ibonds Dec 28 (IBMQ) 0.0 $50k 1.9k 25.53
Barrick Mng Corp Com Shs (B) 0.0 $50k 1.2k 40.79
Humana (HUM) 0.0 $49k 285.00 173.40
Devon Energy Corporation (DVN) 0.0 $49k 979.00 50.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $49k 2.0k 24.27
Trimble Navigation (TRMB) 0.0 $49k 747.00 65.23
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $48k 515.00 93.87
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $48k 1.0k 47.41
Coca-cola Europacific Partne SHS (CCEP) 0.0 $48k 532.00 90.64
Msc Indl Direct Cl A (MSM) 0.0 $48k 520.00 92.27
Ishares Tr Esg Aware Msci (ESML) 0.0 $47k 1.0k 47.02
Viper Energy Cl A (VNOM) 0.0 $47k 1.0k 46.99
Sprott Fds Tr Jr Copper Miners (COPJ) 0.0 $47k 1.2k 38.97
Kimco Realty Corporation (KIM) 0.0 $47k 2.1k 22.47
Fidelity Natl Finl Com Shs (FNF) 0.0 $46k 994.00 46.38
Kenvue (KVUE) 0.0 $46k 2.7k 17.24
Lincoln National Corporation (LNC) 0.0 $46k 1.3k 35.50
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $46k 618.00 73.90
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $45k 325.00 138.37
ResMed (RMD) 0.0 $45k 200.00 224.48
Ishares Tr Ishares Biotech (IBB) 0.0 $45k 265.00 168.85
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $45k 803.00 55.71
Spdr Series Trust State Street Spd (XAR) 0.0 $44k 175.00 253.98
Novo-nordisk A S Adr (NVO) 0.0 $44k 1.2k 36.75
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $44k 300.00 145.74
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $43k 83.00 522.71
Ishares Tr Conv Bd Etf (ICVT) 0.0 $43k 426.00 101.79
Cameco Corporation (CCJ) 0.0 $43k 399.00 108.61
Thor Industries (THO) 0.0 $43k 540.00 79.89
John B. Sanfilippo & Son (JBSS) 0.0 $43k 542.00 79.33
EQT Corporation (EQT) 0.0 $43k 674.00 63.64
Celestica (CLS) 0.0 $43k 152.00 281.68
Occidental Petroleum Corporation (OXY) 0.0 $43k 658.00 65.00
Sterling Construction Company (STRL) 0.0 $43k 105.00 407.28
Spdr Series Trust State Street Spd (SLYG) 0.0 $43k 440.00 96.62
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $42k 500.00 84.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $42k 176.00 240.00
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $42k 675.00 62.56
Bright Horizons Fam Sol In D (BFAM) 0.0 $42k 509.00 82.13
Radian (RDN) 0.0 $42k 1.3k 33.08
Warner Bros Discovery Com Ser A (WBD) 0.0 $41k 1.5k 27.46
Caci Intl Cl A (CACI) 0.0 $41k 75.00 543.88
Tapestry (TPR) 0.0 $41k 289.00 141.11
Ishares Msci Cda Etf (EWC) 0.0 $41k 740.00 54.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $40k 322.00 125.13
Tri-Continental Corporation (TY) 0.0 $40k 1.2k 34.00
Marvell Technology (MRVL) 0.0 $40k 400.00 99.05
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $40k 808.00 48.93
Steel Dynamics (STLD) 0.0 $39k 217.00 180.00
Chemed Corp Com Stk (CHE) 0.0 $39k 103.00 377.75
Bwx Technologies (BWXT) 0.0 $39k 190.00 204.49
Lauder Estee Cos Cl A (EL) 0.0 $39k 538.00 71.77
Exponent (EXPO) 0.0 $38k 589.00 65.25
Draftkings Com Cl A (DKNG) 0.0 $38k 1.8k 21.62
Tetra Tech (TTEK) 0.0 $38k 1.3k 30.12
Hamilton Lane Cl A (HLNE) 0.0 $38k 378.00 99.40
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $37k 1.0k 37.44
Fastenal Company (FAST) 0.0 $37k 800.00 46.40
Versant Media Group Com Cl A (VSNT) 0.0 $37k 998.00 37.02
National Storage Affiliates Com Shs Ben In (NSA) 0.0 $37k 977.00 37.74
Arcus Biosciences Incorporated (RCUS) 0.0 $37k 1.7k 21.60
Moelis & Co Cl A (MC) 0.0 $37k 642.00 57.00
Williams-Sonoma (WSM) 0.0 $37k 200.00 182.33
United Rentals (URI) 0.0 $36k 50.00 728.56
Akamai Technologies (AKAM) 0.0 $36k 317.00 114.85
Stifel Financial (SF) 0.0 $36k 492.00 73.92
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $36k 1.5k 24.91
Aptar (ATR) 0.0 $36k 287.00 126.02
Apa Corporation (APA) 0.0 $36k 852.00 42.44
Stag Industrial (STAG) 0.0 $36k 1.0k 36.06
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $36k 7.2k 5.03
Paycom Software (PAYC) 0.0 $36k 295.00 121.54
Delek Logistics Partners Com Unt Rp Int (DKL) 0.0 $36k 718.00 49.76
Lci Industries (LCII) 0.0 $36k 290.00 122.99
Copart (CPRT) 0.0 $36k 1.1k 33.20
Cps Technologies (CPSH) 0.0 $36k 9.5k 3.74
Spdr Series Trust State Street Spd (SJNK) 0.0 $36k 1.4k 24.98
EOG Resources (EOG) 0.0 $35k 244.00 144.57
Lazard Ltd Shs -a - (LAZ) 0.0 $35k 822.00 42.48
Vanguard World Energy Etf (VDE) 0.0 $35k 200.00 173.04
Boston Beer Cl A (SAM) 0.0 $35k 150.00 230.40
National Fuel Gas (NFG) 0.0 $34k 366.00 93.96
Iqvia Holdings (IQV) 0.0 $34k 200.00 170.54
Anglogold Ashanti Com Shs (AU) 0.0 $34k 350.00 97.36
Baxter International (BAX) 0.0 $34k 2.0k 16.80
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $34k 1.5k 22.68
Woori Finl Group Sponsored Ads (WF) 0.0 $34k 508.00 66.60
Ormat Technologies (ORA) 0.0 $34k 300.00 111.92
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $33k 1.4k 23.98
Science App Int'l (SAIC) 0.0 $33k 349.00 94.85
Msa Safety Inc equity (MSA) 0.0 $33k 200.00 163.95
Schwab Strategic Tr Mortgage Backed (SMBS) 0.0 $32k 1.3k 25.55
Axon Enterprise (AXON) 0.0 $32k 75.00 424.69
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $32k 1.0k 31.58
Lumentum Hldgs (LITE) 0.0 $32k 45.00 702.78
Monday SHS (MNDY) 0.0 $31k 455.00 69.11
Braskem Sa Sp Adr Pfd A (BAK) 0.0 $31k 8.5k 3.66
New Found Gold Corp (NFGC) 0.0 $31k 16k 1.94
Northern Trust Corporation (NTRS) 0.0 $31k 220.00 139.57
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.0 $31k 2.5k 12.18
Rogers Communications CL B (RCI) 0.0 $31k 793.00 38.45
Ishares Tr Expanded Tech (IGV) 0.0 $30k 380.00 80.05
Ishares Tr Mbs Etf (MBB) 0.0 $29k 310.00 94.95
WD-40 Company (WDFC) 0.0 $29k 142.00 203.94
Sandisk Corp (SNDK) 0.0 $29k 45.00 635.36
Verisk Analytics (VRSK) 0.0 $29k 150.00 189.75
BioMarin Pharmaceutical (BMRN) 0.0 $28k 500.00 56.49
Spdr Series Trust State Street Spd (SPYG) 0.0 $28k 288.00 97.91
Ishares Tr Select Us Reit (ICF) 0.0 $28k 450.00 61.89
Regions Financial Corporation (RF) 0.0 $28k 1.1k 26.12
CMS Energy Corporation (CMS) 0.0 $28k 356.00 77.58
AutoNation (AN) 0.0 $27k 140.00 195.26
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $27k 600.00 45.26
Kyndryl Hldgs Common Stock (KD) 0.0 $27k 2.1k 13.12
Ferrari Nv Ord (RACE) 0.0 $27k 80.00 338.45
Kontoor Brands (KTB) 0.0 $27k 385.00 70.29
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.0 $27k 440.00 61.32
Independence Realty Trust In (IRT) 0.0 $27k 1.8k 14.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $27k 920.00 29.09
Servicetitan Shs Cl A (TTAN) 0.0 $27k 418.00 63.46
First Tr Exchange-traded Tech Alphadex (FXL) 0.0 $26k 166.00 158.87
TransAct Technologies Incorporated (TACT) 0.0 $26k 8.0k 3.29
Airbnb Com Cl A (ABNB) 0.0 $26k 207.00 126.29
Immucell Corp Com Par (ICCC) 0.0 $25k 4.0k 6.33
Bigbear Ai Hldgs (BBAI) 0.0 $25k 7.2k 3.52
Martin Marietta Materials (MLM) 0.0 $25k 51.00 492.00
Itt (ITT) 0.0 $25k 131.00 190.53
Four Corners Ppty Tr (FCPT) 0.0 $25k 1.1k 23.65
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $25k 260.00 95.45
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $25k 75.00 328.67
BancFirst Corporation (BANF) 0.0 $25k 226.00 108.50
Crown Castle Intl (CCI) 0.0 $24k 300.00 81.31
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $24k 345.00 70.51
Huntington Ingalls Inds (HII) 0.0 $24k 64.00 379.91
Ishares Tr Global 100 Etf (IOO) 0.0 $24k 200.00 120.97
Haleon Spon Ads (HLN) 0.0 $24k 2.4k 10.01
Starwood Property Trust (STWD) 0.0 $24k 1.4k 17.22
Corebridge Finl (CRBG) 0.0 $24k 1.0k 23.86
SEI Investments Company (SEIC) 0.0 $24k 300.00 78.47
Coreweave Com Cl A (CRWV) 0.0 $23k 300.00 77.47
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $23k 284.00 80.58
Live Nation Entertainment (LYV) 0.0 $23k 150.00 152.51
Navient Corporation equity (NAVI) 0.0 $23k 2.8k 8.18
Ralliant Corp (RAL) 0.0 $23k 542.00 41.59
Delta Air Lines Com New (DAL) 0.0 $22k 332.00 66.48
Ambev Sa Sponsored Adr (ABEV) 0.0 $22k 7.5k 2.92
Vail Resorts (MTN) 0.0 $22k 170.00 128.32
Bank Of N T Butterfield & So Shs New (NTB) 0.0 $21k 400.00 52.48
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $21k 753.00 27.85
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $21k 447.00 46.19
Vipshop Hldgs Sponsored Ads A (VIPS) 0.0 $21k 1.3k 15.72
Fortis (FTS) 0.0 $21k 368.00 55.79
Dt Midstream Common Stock (DTM) 0.0 $20k 150.00 134.67
Arbor Realty Trust (ABR) 0.0 $20k 2.6k 7.71
Telus Ord (TU) 0.0 $20k 1.5k 12.83
Rli (RLI) 0.0 $20k 344.00 57.04
NetApp (NTAP) 0.0 $20k 191.00 102.39
Cheniere Energy Partners Com Unit (CQP) 0.0 $19k 300.00 64.63
Omega Healthcare Investors (OHI) 0.0 $19k 442.00 43.82
Skyworks Solutions (SWKS) 0.0 $19k 359.00 53.55
Invesco SHS (IVZ) 0.0 $19k 790.00 24.29
F5 Networks (FFIV) 0.0 $19k 66.00 289.33
California Water Service (CWT) 0.0 $19k 420.00 45.34
Avery Dennison Corporation (AVY) 0.0 $19k 109.00 172.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $19k 747.00 24.76
Prudential Financial (PRU) 0.0 $19k 189.00 97.69
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $18k 600.00 30.32
MarketAxess Holdings (MKTX) 0.0 $18k 110.00 164.98
Research Frontiers (REFR) 0.0 $18k 20k 0.90
Peak (DOC) 0.0 $18k 1.1k 16.43
Yum China Holdings (YUMC) 0.0 $18k 359.00 48.74
Nu Hldgs Ord Shs Cl A (NU) 0.0 $17k 1.2k 14.37
Cohen & Steers Quality Income Realty (RQI) 0.0 $17k 1.4k 12.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $17k 206.00 82.75
Rocket Lab Corp (RKLB) 0.0 $17k 265.00 64.22
Manhattan Associates (MANH) 0.0 $17k 127.00 133.13
Teck Resources CL B (TECK) 0.0 $17k 318.00 51.75
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $16k 125.00 131.26
CorVel Corporation (CRVL) 0.0 $16k 300.00 54.65
Donaldson Company (DCI) 0.0 $16k 192.00 84.88
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $16k 135.00 120.61
Cardinal Health (CAH) 0.0 $16k 77.00 211.32
Vanguard World Consum Dis Etf (VCR) 0.0 $16k 45.00 359.04
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $16k 172.00 93.26
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $16k 415.00 38.26
Masterbrand Common Stock (MBC) 0.0 $16k 1.9k 8.31
North European Oil Rty Tr Sh Ben Int (NRT) 0.0 $16k 1.8k 9.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $15k 192.00 78.48
Etsy (ETSY) 0.0 $15k 300.00 49.98
Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $15k 2.8k 5.39
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $15k 117.00 125.47
Mercury Computer Systems (MRCY) 0.0 $15k 200.00 72.91
Trex Company (TREX) 0.0 $15k 400.00 36.42
Check Point Software Tech Lt Ord (CHKP) 0.0 $14k 100.00 142.85
Bio Rad Labs Cl A (BIO) 0.0 $14k 50.00 278.76
AvalonBay Communities (AVB) 0.0 $14k 85.00 163.35
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $14k 126.00 109.37
Caretrust Reit (CTRE) 0.0 $14k 375.00 36.65
First Tr Exchange-traded Hlth Care Alph (FXH) 0.0 $14k 125.00 109.78
Lithium Argentina Com Shs (LAR) 0.0 $13k 2.0k 6.68
The Trade Desk Com Cl A (TTD) 0.0 $13k 580.00 22.69
Fifth Third Ban (FITB) 0.0 $13k 280.00 46.46
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $13k 277.00 46.91
Artisan Partners Asset Mgmt Cl A (APAM) 0.0 $13k 355.00 36.39
Apollo Global Mgmt (APO) 0.0 $13k 115.00 111.43
Arm Holdings Sponsored Ads (ARM) 0.0 $12k 79.00 151.29
Applied Digital Corp Com New (APLD) 0.0 $12k 500.00 23.74
Roku Com Cl A (ROKU) 0.0 $12k 125.00 94.62
Ball Corporation (BALL) 0.0 $12k 200.00 59.11
Cincinnati Financial Corporation (CINF) 0.0 $12k 75.00 157.36
Diamond Hill Invt Group Com New (DHIL) 0.0 $11k 66.00 172.11
General Motors Company (GM) 0.0 $11k 150.00 74.50
Flowers Foods (FLO) 0.0 $11k 1.4k 8.15
Annaly Capital Management In Com New (NLY) 0.0 $11k 522.00 21.15
Ishares Tr Tips Bd Etf (TIP) 0.0 $11k 100.00 110.36
Joby Aviation Common Stock (JOBY) 0.0 $11k 1.3k 8.26
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $11k 330.00 32.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $11k 346.00 30.49
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $10k 90.00 116.11
Vanguard World Mega Cap Val Etf (MGV) 0.0 $10k 72.00 144.97
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.0 $10k 446.00 23.28
Boston Properties (BXP) 0.0 $10k 200.00 51.90
Pentair SHS (PNR) 0.0 $10k 119.00 87.12
Sony Group Corp Sponsored Adr (SONY) 0.0 $10k 500.00 20.70
Goodyear Tire & Rubber Company (GT) 0.0 $10k 1.5k 6.63
Ark Etf Tr Innovation Etf (ARKK) 0.0 $10k 150.00 67.59
Unity Software (U) 0.0 $10k 460.00 21.94
Select Sector Spdr Tr State Street Con (XLY) 0.0 $10k 92.00 108.99
Sofi Technologies (SOFI) 0.0 $9.9k 625.00 15.88
Ishares Tr Ibonds 2030 Term (IBHJ) 0.0 $9.9k 377.00 26.22
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.0 $9.9k 420.00 23.47
Global X Fds Lithium Btry Etf (LIT) 0.0 $9.8k 132.00 74.36
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.0 $9.6k 500.00 19.15
Docusign (DOCU) 0.0 $9.5k 200.00 47.41
Fidelity National Information Services (FIS) 0.0 $9.4k 200.00 46.91
Alexandria Real Estate Equities (ARE) 0.0 $9.3k 200.00 46.42
Laser Photonics Corp (LASE) 0.0 $9.3k 9.3k 1.00
AeroVironment (AVAV) 0.0 $9.2k 50.00 183.06
Westlake Chem Partners Com Unit Rp Lp (WLKP) 0.0 $9.1k 411.00 22.09
Dbv Technologies S A Sponsored Ads (DBVT) 0.0 $8.8k 420.00 20.89
Grayscale Ethereum Staking Shs New (ETH) 0.0 $8.5k 427.00 19.86
Henry Schein (HSIC) 0.0 $8.4k 114.00 73.70
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $8.3k 101.00 82.34
Aaon Com Par $0.004 (AAON) 0.0 $8.3k 100.00 82.75
1stdibs (DIBS) 0.0 $8.3k 1.5k 5.50
Teradata Corporation (TDC) 0.0 $8.1k 316.00 25.63
Life Time Group Holdings Common Stock (LTH) 0.0 $8.1k 300.00 26.94
Apellis Pharmaceuticals (APLS) 0.0 $8.0k 200.00 40.23
C3 Ai Cl A (AI) 0.0 $7.9k 941.00 8.42
Western Copper And Gold Cor (WRN) 0.0 $7.7k 3.1k 2.53
Affirm Hldgs Com Cl A (AFRM) 0.0 $7.5k 163.00 45.82
Unitil Corporation (UTL) 0.0 $7.4k 142.00 52.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $7.4k 34.00 217.26
Nuburu Common Stock 0.0 $7.4k 42k 0.18
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $7.2k 35.00 205.80
Uranium Energy (UEC) 0.0 $7.2k 531.00 13.50
Spdr Series Trust Bloomberg Emergi (EBND) 0.0 $7.0k 339.00 20.64
Emera (EMA) 0.0 $7.0k 134.00 51.87
National Retail Properties (NNN) 0.0 $6.9k 165.00 42.03
Soundhound Ai Class A Com (SOUN) 0.0 $6.9k 1.0k 6.87
Spdr Series Trust State Street Spd (XBI) 0.0 $6.9k 54.00 127.13
Vectrus (VVX) 0.0 $6.9k 100.00 68.50
Sylvamo Corp Common Stock (SLVM) 0.0 $6.8k 162.00 42.24
Natera (NTRA) 0.0 $6.8k 34.00 200.00
Banco Santander Sa Adr (SAN) 0.0 $6.8k 600.00 11.28
Ryan Specialty Holdings Cl A (RYAN) 0.0 $6.7k 200.00 33.74
Reddit Cl A (RDDT) 0.0 $6.7k 50.00 134.66
Organon & Co Common Stock (OGN) 0.0 $6.4k 1.1k 5.99
Bitmine Immersion Tecnologie Com New (BMNR) 0.0 $6.4k 322.00 19.78
Vontier Corporation (VNT) 0.0 $6.2k 176.00 35.47
Strategy Cl A New (MSTR) 0.0 $6.2k 50.00 124.80
Tortoise Energy Infrastructure closed end funds (TYG) 0.0 $6.2k 125.00 49.86
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $6.2k 289.00 21.52
Global E Online SHS (GLBE) 0.0 $6.2k 200.00 30.85
Kkr & Co (KKR) 0.0 $6.1k 66.00 92.50
Rithm Capital Corp Com New (RITM) 0.0 $6.1k 642.00 9.48
Owens Corning (OC) 0.0 $6.0k 55.00 108.24
Prothena Corp SHS (PRTA) 0.0 $5.8k 600.00 9.72
Hca Holdings (HCA) 0.0 $5.7k 12.00 473.25
Honda Motor Adr Ech Cnv In 3 (HMC) 0.0 $5.6k 231.00 24.31
Planet Labs Pbc Com Cl A (PL) 0.0 $5.6k 200.00 27.95
Flextronics Intl Ord (FLEX) 0.0 $5.4k 82.00 65.46
Dollar General (DG) 0.0 $5.3k 45.00 118.73
Ralph Lauren Corp Cl A (RL) 0.0 $5.2k 15.00 344.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $5.1k 110.00 46.75
Wheaton Precious Metals Corp (WPM) 0.0 $5.1k 39.00 131.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $5.1k 37.00 137.84
Flutter Entmt SHS (FLUT) 0.0 $5.1k 50.00 101.96
Chemours (CC) 0.0 $5.0k 229.00 22.03
Baker Hughes Company Cl A (BKR) 0.0 $4.9k 81.00 61.06
Brown Forman Corp CL B (BF.B) 0.0 $4.9k 187.00 26.44
Lamb Weston Hldgs (LW) 0.0 $4.9k 116.00 42.27
Aberdeen Income Cred Strat (ACP) 0.0 $4.8k 946.00 5.10
Charter Communications Cl A (CHTR) 0.0 $4.8k 22.00 215.91
Ally Financial (ALLY) 0.0 $4.7k 120.00 39.23
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $4.7k 176.00 26.61
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $4.6k 100.00 46.36
Energy Vault Holdings (NRGV) 0.0 $4.6k 1.4k 3.30
Alcoa (AA) 0.0 $4.6k 69.00 66.33
Aercap Holdings Nv SHS (AER) 0.0 $4.4k 32.00 137.19
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $4.4k 35.00 124.49
BlackRock MuniHoldings Fund (MHD) 0.0 $4.4k 386.00 11.28
Purecycle Technologies (PCT) 0.0 $4.3k 826.00 5.19
Quantumscape Corp Com Cl A (QS) 0.0 $4.3k 672.00 6.38
Pegasystems (PEGA) 0.0 $4.3k 100.00 42.56
Himax Technologies Sponsored Adr (HIMX) 0.0 $4.3k 540.00 7.87
Cadence Design Systems (CDNS) 0.0 $4.2k 15.00 277.93
Atlassian Corporation Cl A (TEAM) 0.0 $4.2k 61.00 68.25
Simon Property (SPG) 0.0 $4.1k 22.00 186.55
Circle Internet Group Com Cl A (CRCL) 0.0 $4.0k 42.00 95.41
Affiliated Managers (AMG) 0.0 $3.9k 14.00 276.71
Hims & Hers Health Com Cl A (HIMS) 0.0 $3.6k 175.00 20.76
Bruker Corporation (BRKR) 0.0 $3.6k 100.00 36.12
Principal Financial (PFG) 0.0 $3.5k 39.00 90.13
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $3.4k 200.00 16.97
Air Lease Corp Cl A (AL) 0.0 $3.3k 51.00 64.94
Armstrong World Industries (AWI) 0.0 $3.3k 20.00 164.80
Monolithic Power Systems (MPWR) 0.0 $3.3k 3.00 1093.67
First Horizon National Corporation (FHN) 0.0 $3.2k 142.00 22.76
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $3.2k 33.00 96.73
Api Group Corp Com Stk (APG) 0.0 $3.2k 78.00 40.53
Ftai Aviation SHS (FTAI) 0.0 $3.1k 13.00 237.77
Jones Lang LaSalle Incorporated (JLL) 0.0 $3.0k 10.00 304.40
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $3.0k 278.00 10.84
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $3.0k 29.00 102.28
Gabelli Global Multimedia Trust (GGT) 0.0 $2.9k 744.00 3.93
Crane Company Common Stock (CR) 0.0 $2.9k 17.00 171.00
Ionq Inc Pipe (IONQ) 0.0 $2.9k 100.00 28.83
Macerich Company (MAC) 0.0 $2.8k 146.00 18.90
Zillow Group Cl C Cap Stk (Z) 0.0 $2.7k 66.00 41.38
Archer Aviation Com Cl A (ACHR) 0.0 $2.7k 527.00 5.17
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $2.7k 103.00 25.99
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.0 $2.6k 99.00 26.00
Moderna (MRNA) 0.0 $2.5k 50.00 50.80
Latam Airlines Group Sa Sponsored Adr (LTM) 0.0 $2.5k 51.00 49.45
Verisign (VRSN) 0.0 $2.5k 10.00 248.40
Cabot Oil & Gas Corporation (CTRA) 0.0 $2.5k 70.00 35.14
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $2.4k 55.00 44.45
Kite Realty Group Trust Com New (KRG) 0.0 $2.3k 95.00 24.56
Corpay Com Shs (CPAY) 0.0 $2.3k 8.00 291.00
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $2.3k 64.00 36.17
Janus Henderson Group Ord Shs (JHG) 0.0 $2.3k 45.00 51.38
Everest Re Group (EG) 0.0 $2.3k 7.00 326.86
Citizens Financial (CFG) 0.0 $2.3k 38.00 59.97
F&g Annuities & Life Common Stock (FG) 0.0 $2.3k 89.00 25.33
Assured Guaranty (AGO) 0.0 $2.2k 27.00 81.48
Heico Corp Cl A (HEI.A) 0.0 $2.1k 10.00 211.50
Figma Class A Com Stk (FIG) 0.0 $2.1k 100.00 21.14
Masco Corporation (MAS) 0.0 $2.1k 35.00 60.37
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $2.1k 41.00 51.24
Amplify Etf Tr Amplify Lithium (BATT) 0.0 $2.1k 140.00 14.89
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $2.1k 8.00 257.38
Embecta Corp Common Stock (EMBC) 0.0 $2.0k 231.00 8.84
Synchrony Financial (SYF) 0.0 $2.0k 30.00 68.03
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.0 $2.0k 90.00 22.50
CoStar (CSGP) 0.0 $2.0k 50.00 40.34
Fluor Corporation (FLR) 0.0 $2.0k 43.00 46.65
Ida (IDA) 0.0 $2.0k 14.00 143.00
Kirby Corporation (KEX) 0.0 $2.0k 15.00 132.93
Ss&c Technologies Holding (SSNC) 0.0 $2.0k 29.00 67.59
Global X Fds Cloud Computng (CLOU) 0.0 $2.0k 100.00 19.50
Voyager Therapeutics (VYGR) 0.0 $1.9k 500.00 3.86
Align Technology (ALGN) 0.0 $1.9k 11.00 171.45
Relx Sponsored Adr (RELX) 0.0 $1.9k 56.00 33.16
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $1.9k 100.00 18.52
Ing Groep Sponsored Adr (ING) 0.0 $1.8k 71.00 26.06
ConAgra Foods (CAG) 0.0 $1.8k 115.00 15.68
Alliance Data Systems Corporation (BFH) 0.0 $1.8k 24.00 74.92
Gildan Activewear Inc Com Cad (GIL) 0.0 $1.8k 32.00 55.66
Take-Two Interactive Software (TTWO) 0.0 $1.8k 9.00 197.56
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $1.8k 309.00 5.68
Backblaze Com Cl A (BLZE) 0.0 $1.7k 500.00 3.45
Healthcare Rlty Tr Cl A Com (HR) 0.0 $1.7k 100.00 16.99
Rocket Cos Com Cl A (RKT) 0.0 $1.6k 115.00 14.25
Lucid Group Com New (LCID) 0.0 $1.6k 165.00 9.53
I-80 Gold Corp (IAUX) 0.0 $1.5k 1.0k 1.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $1.5k 32.00 46.97
Texas Roadhouse (TXRH) 0.0 $1.5k 9.00 165.22
Carnival Corp Common Stock (CCL) 0.0 $1.5k 57.00 25.89
PG&E Corporation (PCG) 0.0 $1.4k 82.00 17.57
Rlj Lodging Trust (RLJ) 0.0 $1.4k 193.00 7.42
Avient Corp (AVNT) 0.0 $1.3k 37.00 36.32
Burlington Stores (BURL) 0.0 $1.3k 4.00 325.50
Cleveland-cliffs (CLF) 0.0 $1.2k 147.00 8.46
Reinsurance Group Amer Com New (RGA) 0.0 $1.2k 6.00 204.17
Perimeter Solutions Common Stock (PRM) 0.0 $1.2k 50.00 24.42
Ramaco Res Com Cl A (METC) 0.0 $1.2k 75.00 15.47
Autoliv (ALV) 0.0 $1.2k 11.00 105.18
Gamestop Corp Cl A (GME) 0.0 $1.2k 50.00 23.04
Amdocs SHS (DOX) 0.0 $1.1k 17.00 65.29
Paccar (PCAR) 0.0 $1.0k 9.00 115.56
Vodafone Group Sponsored Adr (VOD) 0.0 $1.0k 67.00 15.03
Ast Spacemobile Com Cl A (ASTS) 0.0 $995.000400 12.00 82.92
Medical Properties Trust (MPT) 0.0 $926.000000 200.00 4.63
Intellia Therapeutics (NTLA) 0.0 $834.002000 65.00 12.83
NET Lease Office Properties (NLOP) 0.0 $830.001600 72.00 11.53
Spdr Series Trust State Street Spd (SPTM) 0.0 $791.000000 10.00 79.10
Hormel Foods Corporation (HRL) 0.0 $758.999000 34.00 22.32
Oklo Com Cl A (OKLO) 0.0 $695.000600 14.00 49.64
Crane Holdings (CXT) 0.0 $691.000700 17.00 40.65
Globalstar Com New (GSAT) 0.0 $665.000000 10.00 66.50
Asana Cl A (ASAN) 0.0 $640.000000 100.00 6.40
Expeditors International of Washington (EXPD) 0.0 $596.000000 4.00 149.00
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $581.000000 10.00 58.10
Bath &#38 Body Works In (BBWI) 0.0 $523.000800 28.00 18.68
Editas Medicine (EDIT) 0.0 $518.994000 210.00 2.47
Geron Corporation (GERN) 0.0 $507.008000 340.00 1.49
Chargepoint Holdings Com Shs (CHPT) 0.0 $486.000000 100.00 4.86
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $464.000000 5.00 92.80
Fortrea Hldgs Common Stock (FTRE) 0.0 $453.000000 48.00 9.44
Spdr Series Trust State Street Spd (SPTL) 0.0 $447.999300 17.00 26.35
Beta Technologies Com Shs Cl A (BETA) 0.0 $441.000000 30.00 14.70
Southwest Airlines (LUV) 0.0 $427.000200 11.00 38.82
Terex Corporation (TEX) 0.0 $296.000000 5.00 59.20
Resideo Technologies (REZI) 0.0 $236.000100 7.00 33.71
JetBlue Airways Corporation (JBLU) 0.0 $221.000000 50.00 4.42
Stem Com New (STEM) 0.0 $221.000000 25.00 8.84
Sarepta Therapeutics (SRPT) 0.0 $218.000000 10.00 21.80
Lands' End (LE) 0.0 $203.000400 18.00 11.28
Dxc Technology (DXC) 0.0 $202.000000 16.00 12.62
Primo Brands Corporation Class A Com Shs (PRMB) 0.0 $189.000000 10.00 18.90
American Bitcoin Corp. Com Cl A (ABTC) 0.0 $185.000000 200.00 0.93
Rmr Group Cl A (RMR) 0.0 $155.000000 10.00 15.50
Orion Office Reit Inc-w/i (ONL) 0.0 $153.154100 71.00 2.16
American Battery Technology Com New (ABAT) 0.0 $140.000000 50.00 2.80
Tactile Systems Technology, In (TCMD) 0.0 $131.000000 5.00 26.20
Lithium Amers Corp Com Shs (LAC) 0.0 $119.001000 30.00 3.97
Cassava Sciences (SAVA) 0.0 $85.000000 50.00 1.70
Garrett Motion (GTX) 0.0 $73.000000 4.00 18.25
ACCO Brands Corporation (ACCO) 0.0 $69.000000 23.00 3.00
Ftai Infrastructure Common Stock (FIP) 0.0 $65.000000 13.00 5.00
Lexicon Pharmaceuticals Com New (LXRX) 0.0 $58.001200 37.00 1.57
Ayro (SBLX) 0.0 $58.001000 31.00 1.87
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $54.000000 2.00 27.00
Chimera Invt Corp Com Shs (CIM) 0.0 $51.000000 4.00 12.75
Sharps Technology Inc Com Par $0 0001 (STSS) 0.0 $51.000000 30.00 1.70
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.0 $46.000000 2.00 23.00
American Airls (AAL) 0.0 $22.000000 2.00 11.00
Inovio Pharmaceuticals Com Shs (INO) 0.0 $4.000000 2.00 2.00