Apple
(AAPL)
|
4.7 |
$27M |
|
166k |
164.90 |
SPDR Portfolio Large Cap ETF Portfolio S&p500
(SPLG)
|
4.2 |
$24M |
|
507k |
48.15 |
Super Micro Computer
(SMCI)
|
3.8 |
$22M |
|
207k |
106.55 |
Kraneshares CA Carbon Allowance ETF California Carb
(KCCA)
|
3.3 |
$19M |
|
800k |
23.84 |
SPDR Portfolio Developed World Ex US ETF Portfolio Devlpd
(SPDW)
|
3.2 |
$19M |
|
579k |
32.12 |
Dimensional US Core Equity 2 Us Core Equity 2
(DFAC)
|
2.6 |
$15M |
|
597k |
25.48 |
Fair Isaac Corporation
(FICO)
|
2.5 |
$15M |
|
21k |
702.70 |
SPDR Portfolio Emerging Markets ETF PORtFOLIO EMG MK
(SPEM)
|
2.5 |
$15M |
|
429k |
34.13 |
iShares Core Dividend Growth ETF Core Div Grwth
(DGRO)
|
2.4 |
$14M |
|
286k |
49.99 |
Visa Com Cl A
(V)
|
2.4 |
$14M |
|
62k |
225.46 |
First Citizens BancShares Cl A
(FCNCA)
|
2.3 |
$14M |
|
14k |
973.16 |
Alphabet Inc Cl A Cap Stk Cl A
(GOOGL)
|
2.3 |
$13M |
|
129k |
103.73 |
CarGurus Com Cl A
(CARG)
|
2.3 |
$13M |
|
714k |
18.68 |
Parker-Hannifin Corporation
(PH)
|
2.2 |
$13M |
|
39k |
336.11 |
Sonic Automotive Cl A
(SAH)
|
2.1 |
$12M |
|
225k |
54.34 |
Regal-beloit Corporation
(RRX)
|
2.0 |
$12M |
|
82k |
140.73 |
Textron
(TXT)
|
2.0 |
$12M |
|
162k |
70.63 |
Euronet Worldwide
(EEFT)
|
1.9 |
$11M |
|
100k |
111.90 |
JP Morgan US Qualty ETF Us Qualty Fctr
(JQUA)
|
1.9 |
$11M |
|
270k |
41.23 |
Huntsman Corporation
(HUN)
|
1.8 |
$11M |
|
384k |
27.36 |
Delta Air Lines Com New
(DAL)
|
1.8 |
$10M |
|
298k |
34.92 |
Alibaba Group Holding Limited ADS Sponsored Ads
(BABA)
|
1.8 |
$10M |
|
102k |
102.18 |
Hca Holdings
(HCA)
|
1.8 |
$10M |
|
39k |
263.69 |
Zillow Group Cl C Cap Stk
(Z)
|
1.6 |
$9.6M |
|
217k |
44.47 |
Celestica Sub Vtg Shs
|
1.6 |
$9.6M |
|
741k |
12.90 |
Chesapeake Energy Corp
(CHK)
|
1.6 |
$9.5M |
|
126k |
76.04 |
Qualtrics International Com Cl A
|
1.6 |
$9.5M |
|
535k |
17.83 |
Compass Minerals International
(CMP)
|
1.6 |
$9.2M |
|
268k |
34.29 |
Capri Holdings SHS
(CPRI)
|
1.5 |
$9.0M |
|
192k |
47.00 |
Embecta Corp Common Stock
(EMBC)
|
1.5 |
$8.9M |
|
318k |
28.12 |
Zurn Water Solutions Corp Zws
(ZWS)
|
1.5 |
$8.9M |
|
419k |
21.36 |
Ryman Hospitality Pptys
(RHP)
|
1.5 |
$8.7M |
|
97k |
89.73 |
Molson Coors Brewing Company CL B
(TAP)
|
1.5 |
$8.7M |
|
168k |
51.68 |
Cushman & Wakefield SHS
(CWK)
|
1.4 |
$8.1M |
|
766k |
10.54 |
Amazon
(AMZN)
|
1.4 |
$8.0M |
|
77k |
103.29 |
Wells Fargo Preferred Series L Perp Pfd Cnv A
(WFC.PL)
|
1.3 |
$7.4M |
|
6.3k |
1176.31 |
Bank of America Corporation
(BAC)
|
1.3 |
$7.3M |
|
257k |
28.60 |
U-Haul Holding Co Ser N Com Ser N
(UHAL.B)
|
1.1 |
$6.6M |
|
128k |
51.85 |
loanDepot Com Cl A
(LDI)
|
1.1 |
$6.3M |
|
3.9M |
1.61 |
Microsoft Corporation
(MSFT)
|
1.0 |
$5.7M |
|
20k |
288.32 |
Costco Wholesale Corporation
(COST)
|
1.0 |
$5.6M |
|
11k |
496.86 |
iShares Russell Mid Cap ETF Rus Mid Cap Etf
(IWR)
|
1.0 |
$5.6M |
|
80k |
69.91 |
Grupo Televisa Spon Adr Rep Ord
(TV)
|
0.9 |
$5.3M |
|
995k |
5.29 |
Pagseguro Digital Com Cl A
(PAGS)
|
0.8 |
$4.4M |
|
517k |
8.57 |
Vanguard Total Stock Market ETF Total Stk Mkt
(VTI)
|
0.7 |
$4.3M |
|
21k |
204.08 |
Science App Int'l
(SAIC)
|
0.7 |
$4.1M |
|
38k |
107.46 |
Newmont Mining Corporation
(NEM)
|
0.7 |
$3.8M |
|
78k |
49.02 |
Insperity
(NSP)
|
0.6 |
$3.6M |
|
30k |
121.54 |
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
0.6 |
$3.5M |
|
8.6k |
411.05 |
Origin Materials
(ORGN)
|
0.6 |
$3.4M |
|
795k |
4.27 |
Adobe Systems Incorporated
(ADBE)
|
0.6 |
$3.4M |
|
8.7k |
385.40 |
Old Republic International Corporation
(ORI)
|
0.5 |
$3.2M |
|
128k |
24.97 |
SPDR Portfolio Small Cap ETF Portfolio S&p600
(SPSM)
|
0.5 |
$3.1M |
|
83k |
37.77 |
Amphenol Corporation Cl A
(APH)
|
0.4 |
$2.5M |
|
30k |
81.71 |
iShares Nasdaq Biotechnology Index ETF Nasdaq Biotech
(IBB)
|
0.4 |
$2.2M |
|
17k |
129.14 |
iShares Core US Growth ETF Core S&p Us Gwt
(IUSG)
|
0.4 |
$2.2M |
|
25k |
88.77 |
McKesson Corporation
(MCK)
|
0.4 |
$2.1M |
|
5.8k |
356.14 |
Vanguard Mega Cap Growth ETF Mega Grwth Fd
(MGK)
|
0.3 |
$1.7M |
|
8.5k |
204.49 |
Alphabet Inc Cl C Cap Stk Cl C
(GOOG)
|
0.3 |
$1.6M |
|
16k |
104.02 |
Berkshire Hathaway Inc. Cl B Cl B New
(BRK.B)
|
0.2 |
$1.4M |
|
4.7k |
308.79 |
Market Vectors Gold Miners ETF Gold Miners Etf
(GDX)
|
0.2 |
$1.3M |
|
40k |
32.34 |
Accenture Shs Class A
(ACN)
|
0.2 |
$1.3M |
|
4.4k |
285.81 |
Check Point Software Tech Ord
(CHKP)
|
0.2 |
$1.3M |
|
9.7k |
130.05 |
American Express Company
(AXP)
|
0.2 |
$1.2M |
|
7.4k |
164.93 |
Johnson & Johnson
(JNJ)
|
0.2 |
$1.2M |
|
7.8k |
155.03 |
Goldman Sachs Equal Weight US Large Cap Equity ETF Equal Weight Us
(GSEW)
|
0.2 |
$1.2M |
|
20k |
60.16 |
Winmark Corporation
(WINA)
|
0.2 |
$1.1M |
|
3.3k |
320.51 |
General Dynamics Corporation
(GD)
|
0.2 |
$1.0M |
|
4.6k |
228.22 |
BrightSpire Capital Com Cl A
(BRSP)
|
0.2 |
$1.0M |
|
175k |
5.90 |
Vanguard S&P 500 ETF S&p 500 Etf Shs
(VOO)
|
0.2 |
$1.0M |
|
2.7k |
376.16 |
Starbucks Corporation
(SBUX)
|
0.2 |
$1.0M |
|
9.6k |
104.14 |
Crane
|
0.2 |
$949k |
|
8.4k |
113.52 |
Dmc Global
(BOOM)
|
0.2 |
$941k |
|
43k |
21.96 |
NewtekOne Com New
(NEWT)
|
0.2 |
$919k |
|
72k |
12.80 |
United Parcel Service CL B
(UPS)
|
0.2 |
$907k |
|
4.7k |
194.01 |
VanEck Merk Gold Trust Gold Trust
(OUNZ)
|
0.2 |
$885k |
|
46k |
19.10 |
Nextdoor Holdings Com Cl A
(KIND)
|
0.1 |
$865k |
|
402k |
2.15 |
Amer
(UHAL)
|
0.1 |
$861k |
|
14k |
59.67 |
Highland Income Fund Highland Income
(HFRO)
|
0.1 |
$818k |
|
93k |
8.79 |
Yext
(YEXT)
|
0.1 |
$803k |
|
84k |
9.60 |
Kraft Heinz
(KHC)
|
0.1 |
$765k |
|
20k |
38.68 |
First American Financial
(FAF)
|
0.1 |
$761k |
|
14k |
55.67 |
Adams Resources & Energy Com New
(AE)
|
0.1 |
$760k |
|
20k |
38.42 |
Tesla Motors
(TSLA)
|
0.1 |
$754k |
|
3.6k |
207.37 |
Garmin SHS
(GRMN)
|
0.1 |
$750k |
|
7.4k |
100.89 |
Home Depot
(HD)
|
0.1 |
$711k |
|
2.4k |
295.39 |
Automatic Data Processing
(ADP)
|
0.1 |
$678k |
|
3.0k |
222.66 |
Globe Life
(GL)
|
0.1 |
$643k |
|
5.8k |
110.05 |
Chevron Corporation
(CVX)
|
0.1 |
$629k |
|
3.9k |
163.25 |
Ingredion Incorporated
(INGR)
|
0.1 |
$625k |
|
6.1k |
101.66 |
Cognizant Technology Solutions Corporation Cl A
(CTSH)
|
0.1 |
$614k |
|
10k |
60.98 |
MSC Industrial Direct Cl A
(MSM)
|
0.1 |
$595k |
|
7.1k |
84.06 |
BlackRock
(BLK)
|
0.1 |
$560k |
|
836.00 |
669.86 |
LKQ Corporation
(LKQ)
|
0.1 |
$547k |
|
9.6k |
56.75 |
S&p 500 Etf Tr Unit
(SPY)
|
0.1 |
$520k |
|
1.3k |
409.45 |
Citigroup Com New
(C)
|
0.1 |
$506k |
|
11k |
46.87 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$477k |
|
1.4k |
343.91 |
First Trust Nasdaq 100 ETF SHS
(QTEC)
|
0.1 |
$444k |
|
3.4k |
130.59 |
Kkr & Co
(KKR)
|
0.1 |
$439k |
|
8.4k |
52.47 |
Goldman Sachs
(GS)
|
0.1 |
$366k |
|
1.1k |
327.66 |
TJX Companies
(TJX)
|
0.1 |
$352k |
|
4.5k |
78.47 |
International Money Express
(IMXI)
|
0.1 |
$342k |
|
13k |
25.81 |
Sprott Physical Gold & Silver Tr Unit
(CEF)
|
0.1 |
$327k |
|
17k |
18.91 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$322k |
|
2.9k |
109.67 |
Paychex
(PAYX)
|
0.1 |
$314k |
|
2.7k |
114.64 |
SPDR Portfolio Short Term Corporate Bond ETF Portfolio Short
(SPSB)
|
0.1 |
$314k |
|
11k |
29.62 |
Progressive Corporation
(PGR)
|
0.1 |
$308k |
|
2.2k |
143.19 |
Bank of America Preferred Series L 7.25%CNV PFD L
(BAC.PL)
|
0.0 |
$287k |
|
246.00 |
1166.67 |
CVB Financial
(CVBF)
|
0.0 |
$284k |
|
17k |
16.70 |
4068594 Enphase Energy
(ENPH)
|
0.0 |
$282k |
|
1.3k |
210.45 |
Emerson Electric
(EMR)
|
0.0 |
$282k |
|
3.2k |
87.06 |
Vanguard Information Technology ETF Inf Tech Etf
(VGT)
|
0.0 |
$278k |
|
720.00 |
386.11 |
Charles Schwab Corporation
(SCHW)
|
0.0 |
$277k |
|
5.3k |
52.44 |
Servicenow
(NOW)
|
0.0 |
$271k |
|
584.00 |
464.04 |
Travelers Companies
(TRV)
|
0.0 |
$257k |
|
1.5k |
171.33 |
Vanguard Total World Stock ETF Tt Wrld St Etf
(VT)
|
0.0 |
$255k |
|
2.8k |
91.99 |
Boeing Company
(BA)
|
0.0 |
$246k |
|
1.2k |
212.80 |
Aptiv SHS
(APTV)
|
0.0 |
$245k |
|
2.2k |
112.18 |
Novartis Sponsored Adr
(NVS)
|
0.0 |
$243k |
|
2.6k |
92.19 |
Global X Lithium And Battery Tech ETF Lithium Btry Etf
(LIT)
|
0.0 |
$221k |
|
3.5k |
63.52 |
Wal-Mart Stores
(WMT)
|
0.0 |
$219k |
|
1.5k |
147.77 |
iShares Russell 2000 ETF Russell 2000 Etf
(IWM)
|
0.0 |
$216k |
|
1.2k |
178.66 |
Northern Trust Corporation
(NTRS)
|
0.0 |
$214k |
|
2.4k |
88.28 |
ProShares Ultra S&P 500 ETF Pshs Ult S&p 500
(SSO)
|
0.0 |
$209k |
|
4.2k |
50.17 |
Dex
(DXCM)
|
0.0 |
$206k |
|
1.8k |
115.99 |
Alamos Gold Com Cl A
(AGI)
|
0.0 |
$197k |
|
16k |
12.22 |
Sprott Physical Gold Trust Unit
(PHYS)
|
0.0 |
$193k |
|
13k |
15.49 |
Jounce Therapeutics
|
0.0 |
$25k |
|
14k |
1.85 |
Regis Corporation
|
0.0 |
$23k |
|
21k |
1.12 |
Berkshire Grey Com Cl A
|
0.0 |
$14k |
|
10k |
1.40 |
BuzzFeed Class A Com
|
0.0 |
$14k |
|
12k |
1.14 |