SPDR Portfolio Large Cap ETF Portfolio S&p500
(SPLG)
|
4.4 |
$14M |
|
279k |
50.26 |
Apple
(AAPL)
|
4.4 |
$14M |
|
81k |
171.86 |
Kraneshares CA Carbon Allowance ETF California Carb
(KCCA)
|
4.3 |
$14M |
|
484k |
28.47 |
SPDR Portfolio Developed World Ex US ETF Portfolio Devlpd
(SPDW)
|
4.2 |
$13M |
|
432k |
31.01 |
SPDR Portfolio Emerging Markets ETF PORtFOLIO EMG MK
(SPEM)
|
3.2 |
$10M |
|
305k |
33.57 |
First Citizens BancShares Cl A
(FCNCA)
|
3.1 |
$9.9M |
|
7.1k |
1380.25 |
Celestica Sub Vtg Shs
|
2.9 |
$9.3M |
|
378k |
24.52 |
Alphabet Inc Cl A Cap Stk Cl A
(GOOGL)
|
2.7 |
$8.4M |
|
64k |
131.65 |
Dimensional US Core Equity 2 Us Core Equity 2
(DFAC)
|
2.5 |
$8.1M |
|
309k |
26.20 |
Parker-Hannifin Corporation
(PH)
|
2.3 |
$7.4M |
|
19k |
389.53 |
iShares Core Dividend Growth ETF Core Div Grwth
(DGRO)
|
2.3 |
$7.2M |
|
146k |
49.53 |
Visa Com Cl A
(V)
|
2.3 |
$7.1M |
|
31k |
230.50 |
Brady Corp Cl A
(BRC)
|
2.1 |
$6.8M |
|
124k |
54.92 |
Horizon Therapeutics SHS
|
2.0 |
$6.4M |
|
55k |
115.70 |
CarGurus Com Cl A
(CARG)
|
1.9 |
$6.2M |
|
352k |
17.52 |
NCR Corporation
(VYX)
|
1.9 |
$6.1M |
|
228k |
26.97 |
Super Micro Computer
(SMCI)
|
1.9 |
$6.1M |
|
22k |
274.23 |
JP Morgan US Qualty ETF Us Qualty Fctr
(JQUA)
|
1.9 |
$6.1M |
|
140k |
43.27 |
Textron
(TXT)
|
1.9 |
$6.0M |
|
77k |
78.14 |
AerCap Holdings SHS
(AER)
|
1.9 |
$6.0M |
|
96k |
62.67 |
Regal-beloit Corporation
(RRX)
|
1.8 |
$5.7M |
|
40k |
142.89 |
Delta Air Lines Com New
(DAL)
|
1.7 |
$5.3M |
|
144k |
37.00 |
Molson Coors Brewing Company CL B
(TAP)
|
1.7 |
$5.3M |
|
84k |
63.59 |
Amazon
(AMZN)
|
1.6 |
$5.2M |
|
40k |
127.61 |
Perrigo SHS
(PRGO)
|
1.6 |
$5.1M |
|
161k |
31.95 |
General Motors Company
(GM)
|
1.6 |
$5.0M |
|
152k |
32.97 |
Chesapeake Energy Corp
(CHK)
|
1.6 |
$5.0M |
|
58k |
86.22 |
D.R. Horton
(DHI)
|
1.6 |
$4.9M |
|
46k |
107.47 |
Zillow Group Cl C Cap Stk
(Z)
|
1.5 |
$4.9M |
|
106k |
46.16 |
loanDepot Com Cl A
(LDI)
|
1.5 |
$4.8M |
|
2.8M |
1.72 |
Hca Holdings
(HCA)
|
1.5 |
$4.7M |
|
19k |
245.99 |
Capri Holdings SHS
(CPRI)
|
1.4 |
$4.4M |
|
84k |
52.60 |
Fair Isaac Corporation
(FICO)
|
1.4 |
$4.4M |
|
5.1k |
868.57 |
National Vision Hldgs
(EYE)
|
1.3 |
$4.1M |
|
257k |
16.18 |
Wells Fargo Preferred Series L Perp Pfd Cnv A
(WFC.PL)
|
1.3 |
$4.1M |
|
3.7k |
1114.95 |
Ryman Hospitality Pptys
(RHP)
|
1.2 |
$3.9M |
|
47k |
83.29 |
Euronet Worldwide
(EEFT)
|
1.1 |
$3.6M |
|
46k |
79.37 |
Bank of America Corporation
(BAC)
|
1.0 |
$3.3M |
|
119k |
27.40 |
Costco Wholesale Corporation
(COST)
|
1.0 |
$3.2M |
|
5.7k |
566.35 |
U-Haul Holding Co Ser N Com Ser N
(UHAL.B)
|
1.0 |
$3.2M |
|
61k |
52.39 |
Microsoft Corporation
(MSFT)
|
1.0 |
$3.2M |
|
10k |
315.72 |
iShares Russell Mid Cap ETF Rus Mid Cap Etf
(IWR)
|
1.0 |
$3.0M |
|
44k |
69.24 |
Cushman & Wakefield SHS
(CWK)
|
0.9 |
$2.7M |
|
359k |
7.62 |
Pagseguro Digital Com Cl A
(PAGS)
|
0.7 |
$2.2M |
|
260k |
8.61 |
Adobe Systems Incorporated
(ADBE)
|
0.7 |
$2.2M |
|
4.4k |
509.89 |
Embecta Corp Common Stock
(EMBC)
|
0.7 |
$2.2M |
|
145k |
15.05 |
Vanguard Total Stock Market ETF Total Stk Mkt
(VTI)
|
0.7 |
$2.2M |
|
10k |
212.41 |
Science App Int'l
(SAIC)
|
0.6 |
$1.9M |
|
18k |
105.53 |
Old Republic International Corporation
(ORI)
|
0.6 |
$1.9M |
|
69k |
26.94 |
iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
0.6 |
$1.8M |
|
4.3k |
429.34 |
SPDR Portfolio Small Cap ETF Portfolio S&p600
(SPSM)
|
0.5 |
$1.6M |
|
43k |
36.90 |
Newmont Mining Corporation
(NEM)
|
0.4 |
$1.4M |
|
39k |
36.94 |
Insperity
(NSP)
|
0.4 |
$1.4M |
|
14k |
97.60 |
iShares Core US Growth ETF Core S&p Us Gwt
(IUSG)
|
0.4 |
$1.3M |
|
14k |
94.80 |
Amphenol Corporation Cl A
(APH)
|
0.4 |
$1.3M |
|
15k |
84.00 |
McKesson Corporation
(MCK)
|
0.4 |
$1.2M |
|
2.8k |
435.21 |
iShares Nasdaq Biotechnology Index ETF Nasdaq Biotech
(IBB)
|
0.3 |
$1.1M |
|
8.7k |
122.30 |
Alphabet Inc Cl C Cap Stk Cl C
(GOOG)
|
0.3 |
$998k |
|
7.6k |
131.91 |
Goldman Sachs Equal Weight US Large Cap Equity ETF Equal Weight Us
(GSEW)
|
0.3 |
$991k |
|
17k |
59.71 |
Vanguard Mega Cap Growth ETF Mega Grwth Fd
(MGK)
|
0.3 |
$935k |
|
4.1k |
226.94 |
Berkshire Hathaway Inc. Cl B Cl B New
(BRK.B)
|
0.3 |
$826k |
|
2.3k |
352.54 |
Accenture Shs Class A
(ACN)
|
0.2 |
$738k |
|
2.4k |
310.34 |
Market Vectors Gold Miners ETF Gold Miners Etf
(GDX)
|
0.2 |
$724k |
|
27k |
26.90 |
VanEck Merk Gold Trust Gold Trust
(OUNZ)
|
0.2 |
$715k |
|
40k |
17.88 |
Tesla Motors
(TSLA)
|
0.2 |
$652k |
|
2.5k |
257.40 |
Winmark Corporation
(WINA)
|
0.2 |
$594k |
|
1.6k |
373.12 |
American Express Company
(AXP)
|
0.2 |
$542k |
|
3.6k |
149.93 |
BrightSpire Capital Com Cl A
(BRSP)
|
0.2 |
$537k |
|
86k |
6.25 |
NewtekOne Com New
(NEWT)
|
0.2 |
$530k |
|
36k |
14.75 |
Ats
(ATS)
|
0.2 |
$496k |
|
12k |
42.64 |
Garmin SHS
(GRMN)
|
0.2 |
$496k |
|
4.7k |
105.22 |
General Dynamics Corporation
(GD)
|
0.2 |
$489k |
|
2.2k |
221.07 |
First American Financial
(FAF)
|
0.1 |
$475k |
|
8.4k |
56.53 |
MSC Industrial Direct Cl A
(MSM)
|
0.1 |
$467k |
|
4.8k |
98.23 |
Barnes
(B)
|
0.1 |
$458k |
|
14k |
33.96 |
Vanguard S&P 500 ETF S&p 500 Etf Shs
(VOO)
|
0.1 |
$449k |
|
1.1k |
392.83 |
Starbucks Corporation
(SBUX)
|
0.1 |
$446k |
|
4.9k |
91.37 |
American Axle & Manufact. Holdings
(AXL)
|
0.1 |
$424k |
|
58k |
7.25 |
Cognizant Technology Solutions Corporation Cl A
(CTSH)
|
0.1 |
$423k |
|
6.2k |
67.80 |
United Parcel Service CL B
(UPS)
|
0.1 |
$398k |
|
2.6k |
155.90 |
Highland Income Fund Highland Income
(HFRO)
|
0.1 |
$395k |
|
49k |
8.05 |
Kenvue
(KVUE)
|
0.1 |
$392k |
|
20k |
20.06 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$388k |
|
3.6k |
107.57 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$386k |
|
718.00 |
537.60 |
Nextdoor Holdings Com Cl A
(KIND)
|
0.1 |
$382k |
|
210k |
1.82 |
Amer
(UHAL)
|
0.1 |
$378k |
|
6.9k |
54.53 |
Home Depot
(HD)
|
0.1 |
$375k |
|
1.2k |
302.66 |
Crane Common Stock
(CR)
|
0.1 |
$361k |
|
4.1k |
88.76 |
Automatic Data Processing
(ADP)
|
0.1 |
$356k |
|
1.5k |
240.70 |
Parsons Corporation
(PSN)
|
0.1 |
$341k |
|
6.3k |
54.31 |
Chevron Corporation
(CVX)
|
0.1 |
$337k |
|
2.0k |
168.50 |
Ingredion Incorporated
(INGR)
|
0.1 |
$316k |
|
3.2k |
98.53 |
Globe Life
(GL)
|
0.1 |
$312k |
|
2.9k |
108.86 |
Adams Resources & Energy Com New
(AE)
|
0.1 |
$300k |
|
8.9k |
33.68 |
BlackRock
(BLK)
|
0.1 |
$280k |
|
425.00 |
658.82 |
Johnson & Johnson
(JNJ)
|
0.1 |
$276k |
|
1.8k |
155.93 |
TJX Companies
(TJX)
|
0.1 |
$272k |
|
3.1k |
88.86 |
S&p 500 Etf Tr Unit
(SPY)
|
0.1 |
$256k |
|
599.00 |
427.38 |
First Trust Nasdaq 100 ETF SHS
(QTEC)
|
0.1 |
$247k |
|
1.7k |
145.29 |
Kkr & Co
(KKR)
|
0.1 |
$243k |
|
3.9k |
61.68 |
Sonic Automotive Cl A
(SAH)
|
0.1 |
$235k |
|
4.9k |
47.74 |
Kraft Heinz
(KHC)
|
0.1 |
$224k |
|
6.7k |
33.58 |
LKQ Corporation
(LKQ)
|
0.1 |
$224k |
|
4.5k |
49.50 |
Crane Holdings
(CXT)
|
0.1 |
$221k |
|
4.0k |
55.49 |
Proshares Trust Short S&P 500 Short S&p 500 Ne
(SH)
|
0.1 |
$220k |
|
15k |
14.50 |
Check Point Software Tech Ord
(CHKP)
|
0.1 |
$211k |
|
1.5k |
136.30 |
Apollo Global Mgmt
(APO)
|
0.1 |
$203k |
|
2.3k |
89.66 |
Regis Corporation
|
0.0 |
$10k |
|
15k |
0.69 |
BuzzFeed Class A Com
|
0.0 |
$4.0k |
|
11k |
0.37 |