Apple
(AAPL)
|
5.1 |
$22M |
|
162k |
136.72 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.7 |
$20M |
|
451k |
44.66 |
Schwab Strategic Tr Schwab Fdt Us Lg
(FNDX)
|
3.7 |
$16M |
|
312k |
50.90 |
Thermo Fisher Scientific
(TMO)
|
3.5 |
$15M |
|
28k |
543.28 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
3.1 |
$13M |
|
423k |
31.45 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
2.9 |
$13M |
|
84k |
149.82 |
Alphabet Cap Stk Cl A
(GOOGL)
|
2.7 |
$12M |
|
5.4k |
2179.27 |
Danaher Corporation
(DHR)
|
2.6 |
$11M |
|
44k |
253.52 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
2.4 |
$10M |
|
78k |
134.23 |
Microsoft Corporation
(MSFT)
|
2.2 |
$9.5M |
|
37k |
256.84 |
Procter & Gamble Company
(PG)
|
2.1 |
$9.1M |
|
64k |
143.80 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
2.1 |
$9.0M |
|
33k |
273.01 |
Becton, Dickinson and
(BDX)
|
1.8 |
$7.7M |
|
31k |
246.52 |
Johnson & Johnson
(JNJ)
|
1.7 |
$7.4M |
|
42k |
177.52 |
J P Morgan Exchange Traded F Inflation Manage
(JCPI)
|
1.7 |
$7.3M |
|
152k |
48.29 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
1.7 |
$7.3M |
|
97k |
75.26 |
Abbvie
(ABBV)
|
1.7 |
$7.2M |
|
47k |
153.17 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
1.6 |
$7.0M |
|
276k |
25.38 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.6 |
$6.9M |
|
48k |
143.46 |
Diageo Spon Adr New
(DEO)
|
1.5 |
$6.3M |
|
36k |
174.12 |
NVIDIA Corporation
(NVDA)
|
1.4 |
$5.9M |
|
39k |
151.58 |
Verizon Communications
(VZ)
|
1.3 |
$5.6M |
|
110k |
50.75 |
Unilever Spon Adr New
(UL)
|
1.3 |
$5.5M |
|
121k |
45.83 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
1.2 |
$5.3M |
|
136k |
38.99 |
Abbott Laboratories
(ABT)
|
1.2 |
$5.1M |
|
47k |
108.64 |
Steris Shs Usd
(STE)
|
1.2 |
$5.1M |
|
25k |
206.15 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
1.2 |
$5.1M |
|
81k |
62.73 |
Visa Com Cl A
(V)
|
1.1 |
$4.9M |
|
25k |
196.88 |
American Centy Etf Tr Avantis Emgmkt
(AVEM)
|
1.1 |
$4.8M |
|
93k |
52.03 |
Starbucks Corporation
(SBUX)
|
1.1 |
$4.8M |
|
63k |
76.40 |
Nike CL B
(NKE)
|
1.1 |
$4.7M |
|
46k |
102.20 |
Charles Schwab Corporation
(SCHW)
|
1.0 |
$4.3M |
|
68k |
63.19 |
Home Depot
(HD)
|
1.0 |
$4.3M |
|
16k |
274.26 |
O'reilly Automotive
(ORLY)
|
1.0 |
$4.1M |
|
6.6k |
631.69 |
International Business Machines
(IBM)
|
0.9 |
$4.0M |
|
28k |
141.18 |
Schwab Strategic Tr Schwb Fdt Int Lg
(FNDF)
|
0.9 |
$4.0M |
|
140k |
28.31 |
JPMorgan Chase & Co.
(JPM)
|
0.9 |
$3.9M |
|
35k |
112.62 |
Mondelez Intl Cl A
(MDLZ)
|
0.9 |
$3.9M |
|
63k |
62.08 |
Constellation Brands Cl A
(STZ)
|
0.9 |
$3.9M |
|
17k |
233.05 |
Truist Financial Corp equities
(TFC)
|
0.9 |
$3.7M |
|
78k |
47.43 |
Euronet Worldwide
(EEFT)
|
0.9 |
$3.7M |
|
37k |
100.60 |
Novo-nordisk A S Adr
(NVO)
|
0.8 |
$3.7M |
|
33k |
111.42 |
Walt Disney Company
(DIS)
|
0.8 |
$3.5M |
|
37k |
94.39 |
Wal-Mart Stores
(WMT)
|
0.7 |
$3.2M |
|
26k |
121.59 |
Emerson Electric
(EMR)
|
0.7 |
$2.8M |
|
36k |
79.54 |
Goldman Sachs
(GS)
|
0.6 |
$2.8M |
|
9.3k |
297.01 |
SYSCO Corporation
(SYY)
|
0.6 |
$2.7M |
|
32k |
84.71 |
McDonald's Corporation
(MCD)
|
0.6 |
$2.7M |
|
11k |
246.89 |
Quest Diagnostics Incorporated
(DGX)
|
0.6 |
$2.6M |
|
19k |
132.97 |
Edwards Lifesciences
(EW)
|
0.6 |
$2.6M |
|
27k |
95.09 |
Pepsi
(PEP)
|
0.6 |
$2.6M |
|
15k |
166.68 |
FedEx Corporation
(FDX)
|
0.6 |
$2.4M |
|
11k |
226.67 |
Baxter International
(BAX)
|
0.6 |
$2.4M |
|
37k |
64.22 |
Amazon
(AMZN)
|
0.5 |
$2.3M |
|
22k |
106.20 |
Coca-Cola Company
(KO)
|
0.5 |
$2.3M |
|
36k |
62.92 |
Alexandria Real Estate Equities
(ARE)
|
0.5 |
$2.1M |
|
15k |
145.00 |
Vanguard Index Fds Value Etf
(VTV)
|
0.5 |
$2.1M |
|
16k |
131.89 |
Griffon Corporation
(GFF)
|
0.5 |
$2.1M |
|
74k |
28.03 |
Automatic Data Processing
(ADP)
|
0.5 |
$2.0M |
|
9.8k |
210.01 |
Micron Technology
(MU)
|
0.5 |
$2.0M |
|
36k |
55.29 |
Southern Company
(SO)
|
0.4 |
$1.9M |
|
27k |
71.30 |
Philip Morris International
(PM)
|
0.4 |
$1.9M |
|
19k |
98.73 |
Blackstone Group Inc Com Cl A
(BX)
|
0.4 |
$1.9M |
|
21k |
91.25 |
Pfizer
(PFE)
|
0.4 |
$1.8M |
|
35k |
52.44 |
Arista Networks
(ANET)
|
0.4 |
$1.8M |
|
20k |
93.72 |
Industrial Logistics Pptys T Com Shs Ben Int
(ILPT)
|
0.4 |
$1.8M |
|
126k |
14.08 |
Crossfirst Bankshares
(CFB)
|
0.4 |
$1.6M |
|
123k |
13.20 |
Exxon Mobil Corporation
(XOM)
|
0.4 |
$1.6M |
|
19k |
85.62 |
Merck & Co
(MRK)
|
0.4 |
$1.6M |
|
17k |
91.18 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.4 |
$1.5M |
|
9.0k |
169.31 |
Iron Mountain
(IRM)
|
0.3 |
$1.5M |
|
31k |
48.69 |
Ares Capital Corporation
(ARCC)
|
0.3 |
$1.5M |
|
83k |
17.93 |
Spire
(SR)
|
0.3 |
$1.5M |
|
20k |
74.36 |
Altria
(MO)
|
0.3 |
$1.4M |
|
34k |
41.76 |
Focus Finl Partners Com Cl A
|
0.3 |
$1.4M |
|
40k |
34.06 |
Dimensional Etf Trust Us Equity Etf
(DFUS)
|
0.3 |
$1.3M |
|
32k |
40.75 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$1.2M |
|
6.5k |
188.60 |
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.3 |
$1.2M |
|
38k |
31.60 |
Blackrock Health Sciencs Tr Com Shs
(BMEZ)
|
0.3 |
$1.1M |
|
70k |
16.43 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.2 |
$1.1M |
|
24k |
44.33 |
Bce Com New
(BCE)
|
0.2 |
$1.1M |
|
22k |
49.17 |
American Elec Pwr Unit 08/15/2025
|
0.2 |
$1.0M |
|
19k |
54.30 |
3M Company
(MMM)
|
0.2 |
$1.0M |
|
7.8k |
129.41 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$995k |
|
4.4k |
226.19 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.2 |
$944k |
|
13k |
71.66 |
Tesla Motors
(TSLA)
|
0.2 |
$918k |
|
1.4k |
673.51 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$907k |
|
2.4k |
377.44 |
Yum! Brands
(YUM)
|
0.2 |
$907k |
|
8.0k |
113.49 |
Nextera Energy Unit 99/99/9999
|
0.2 |
$875k |
|
18k |
49.16 |
Dominion Resources
(D)
|
0.2 |
$844k |
|
11k |
79.77 |
Paypal Holdings
(PYPL)
|
0.2 |
$839k |
|
12k |
69.84 |
Duke Energy Corp Com New
(DUK)
|
0.2 |
$781k |
|
7.3k |
107.16 |
Dow
(DOW)
|
0.2 |
$740k |
|
14k |
51.60 |
BP Sponsored Adr
(BP)
|
0.2 |
$730k |
|
26k |
28.35 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.2 |
$697k |
|
13k |
55.82 |
Chevron Corporation
(CVX)
|
0.2 |
$689k |
|
4.8k |
144.72 |
Boston Scientific Corp 5.50% Cnv Pfd A
|
0.1 |
$629k |
|
6.2k |
101.45 |
Caterpillar
(CAT)
|
0.1 |
$616k |
|
3.4k |
178.65 |
UMB Financial Corporation
(UMBF)
|
0.1 |
$611k |
|
7.1k |
86.03 |
Dte Energy Unit 11/01/2022
|
0.1 |
$611k |
|
12k |
51.45 |
Meta Platforms Cl A
(META)
|
0.1 |
$608k |
|
3.8k |
161.36 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$606k |
|
277.00 |
2187.73 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$575k |
|
2.8k |
207.81 |
Becton Dickinson & Co 6% Dp Conv Pfd B
|
0.1 |
$524k |
|
11k |
49.43 |
Medical Properties Trust
(MPW)
|
0.1 |
$518k |
|
34k |
15.26 |
Bank of America Corporation
(BAC)
|
0.1 |
$517k |
|
17k |
31.12 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$495k |
|
11k |
46.05 |
Nextera Energy
(NEE)
|
0.1 |
$484k |
|
6.3k |
77.39 |
Blackstone Secd Lending Common Stock
(BXSL)
|
0.1 |
$476k |
|
20k |
23.63 |
ConocoPhillips
(COP)
|
0.1 |
$473k |
|
5.3k |
89.87 |
Goldman Sachs Bdc SHS
(GSBD)
|
0.1 |
$467k |
|
28k |
16.82 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$460k |
|
6.0k |
76.78 |
Broadmark Rlty Cap
|
0.1 |
$458k |
|
68k |
6.71 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$455k |
|
2.1k |
218.54 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$439k |
|
915.00 |
479.78 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.1 |
$434k |
|
9.0k |
47.96 |
UnitedHealth
(UNH)
|
0.1 |
$428k |
|
834.00 |
513.19 |
Intel Corporation
(INTC)
|
0.1 |
$427k |
|
11k |
37.39 |
International Flavors & Fragrances
(IFF)
|
0.1 |
$422k |
|
3.5k |
119.18 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$410k |
|
5.4k |
76.31 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$409k |
|
1.00 |
409000.00 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.1 |
$406k |
|
10k |
40.19 |
Bk Nova Cad
(BNS)
|
0.1 |
$406k |
|
6.9k |
59.27 |
Enterprise Products Partners
(EPD)
|
0.1 |
$372k |
|
15k |
24.35 |
Schwab Strategic Tr Schwb Fdt Int Sc
(FNDC)
|
0.1 |
$365k |
|
12k |
30.42 |
New York Cmnty Cap Tr V Unit 05/07/2051
(NYCB.PU)
|
0.1 |
$365k |
|
7.9k |
46.20 |
Rivernorth Managed
(RMM)
|
0.1 |
$353k |
|
22k |
15.79 |
Sl Green Realty Corp
(SLG)
|
0.1 |
$350k |
|
7.6k |
46.18 |
Peabody Energy
(BTU)
|
0.1 |
$346k |
|
16k |
21.36 |
salesforce
(CRM)
|
0.1 |
$340k |
|
2.1k |
164.81 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.1 |
$340k |
|
12k |
28.83 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.1 |
$340k |
|
10k |
32.85 |
Marathon Petroleum Corp
(MPC)
|
0.1 |
$337k |
|
4.1k |
82.20 |
Honeywell International
(HON)
|
0.1 |
$336k |
|
1.9k |
173.64 |
PPL Corporation
(PPL)
|
0.1 |
$336k |
|
12k |
27.15 |
Doubleline Opportunistic Cr
(DBL)
|
0.1 |
$336k |
|
22k |
15.57 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.1 |
$321k |
|
5.9k |
54.58 |
Southern Unit 08/01/2022
|
0.1 |
$318k |
|
6.0k |
53.00 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$317k |
|
835.00 |
379.64 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.1 |
$312k |
|
1.8k |
175.87 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
0.1 |
$307k |
|
4.8k |
64.60 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$303k |
|
4.8k |
62.59 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$282k |
|
3.5k |
80.18 |
Union Pacific Corporation
(UNP)
|
0.1 |
$277k |
|
1.3k |
213.08 |
Nuveen
(NMCO)
|
0.1 |
$251k |
|
21k |
12.24 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.1 |
$251k |
|
5.3k |
47.81 |
British Amern Tob Sponsored Adr
(BTI)
|
0.1 |
$247k |
|
5.8k |
42.92 |
Goodrx Hldgs Com Cl A
(GDRX)
|
0.1 |
$244k |
|
41k |
5.93 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$243k |
|
867.00 |
280.28 |
Deere & Company
(DE)
|
0.1 |
$238k |
|
795.00 |
299.37 |
Yeti Hldgs
(YETI)
|
0.1 |
$238k |
|
5.5k |
43.27 |
Cbiz
(CBZ)
|
0.1 |
$223k |
|
5.6k |
39.93 |
Vaneck Etf Trust Vaneck Shrt Muni
(SMB)
|
0.0 |
$214k |
|
13k |
17.12 |
Eli Lilly & Co.
(LLY)
|
0.0 |
$214k |
|
660.00 |
324.24 |
CVS Caremark Corporation
(CVS)
|
0.0 |
$211k |
|
2.3k |
92.63 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$211k |
|
2.7k |
76.84 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$207k |
|
2.2k |
96.23 |
Spdr Index Shs Fds Portfolio Emg Mk
(SPEM)
|
0.0 |
$202k |
|
5.8k |
34.82 |
Target Corporation
(TGT)
|
0.0 |
$201k |
|
1.4k |
141.25 |
Nuveen PA Investnt Quality Municipal
(NQP)
|
0.0 |
$171k |
|
14k |
12.21 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.0 |
$157k |
|
16k |
9.99 |
Ford Motor Company
(F)
|
0.0 |
$124k |
|
11k |
11.17 |
Nuveen Quality Pref. Inc. Fund II
|
0.0 |
$103k |
|
14k |
7.23 |
Selectquote Ord
(SLQT)
|
0.0 |
$48k |
|
20k |
2.46 |