Meta Platforms Cl A
(META)
|
36.3 |
$233M |
|
406k |
572.44 |
Ishares Tr Select Divid Etf
(DVY)
|
14.4 |
$92M |
|
682k |
135.07 |
Texas Instruments Incorporated
(TXN)
|
7.7 |
$49M |
|
239k |
206.57 |
EOG Resources
(EOG)
|
4.3 |
$28M |
|
226k |
122.93 |
Ishares Tr Mbs Etf
(MBB)
|
3.2 |
$21M |
|
215k |
95.81 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
2.8 |
$18M |
|
138k |
128.20 |
Eli Lilly & Co.
(LLY)
|
2.4 |
$16M |
|
18k |
885.94 |
Microsoft Corporation
(MSFT)
|
2.2 |
$14M |
|
33k |
430.30 |
Apple
(AAPL)
|
2.2 |
$14M |
|
59k |
233.00 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
1.8 |
$12M |
|
346k |
33.23 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
1.7 |
$11M |
|
24k |
460.26 |
Snowflake Cl A
(SNOW)
|
1.6 |
$11M |
|
91k |
114.86 |
Nu Hldgs Ord Shs Cl A
(NU)
|
1.5 |
$9.4M |
|
692k |
13.65 |
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol
(SPHD)
|
1.1 |
$6.7M |
|
133k |
50.57 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
0.9 |
$5.8M |
|
48k |
119.55 |
TCW Strategic Income Fund
(TSI)
|
0.9 |
$5.6M |
|
1.1M |
5.13 |
Northrop Grumman Corporation
(NOC)
|
0.8 |
$5.1M |
|
9.6k |
528.07 |
NVIDIA Corporation
(NVDA)
|
0.8 |
$5.0M |
|
41k |
121.44 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.6 |
$4.1M |
|
6.00 |
691180.00 |
Crescent Energy Company Cl A Com
(CRGY)
|
0.6 |
$4.1M |
|
374k |
10.95 |
Visa Com Cl A
(V)
|
0.6 |
$3.9M |
|
14k |
274.96 |
Datadog Cl A Com
(DDOG)
|
0.6 |
$3.7M |
|
32k |
115.06 |
ConocoPhillips
(COP)
|
0.6 |
$3.5M |
|
34k |
105.28 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$3.5M |
|
6.0k |
573.80 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.5 |
$3.4M |
|
21k |
165.85 |
UnitedHealth
(UNH)
|
0.5 |
$3.4M |
|
5.9k |
584.63 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.4 |
$2.6M |
|
16k |
167.19 |
Ishares Gold Tr Ishares New
(IAU)
|
0.4 |
$2.4M |
|
47k |
49.70 |
Amazon
(AMZN)
|
0.4 |
$2.3M |
|
12k |
186.33 |
Abbvie
(ABBV)
|
0.3 |
$2.2M |
|
11k |
197.48 |
Phillips 66
(PSX)
|
0.3 |
$2.2M |
|
17k |
131.45 |
Procore Technologies
(PCOR)
|
0.3 |
$2.2M |
|
35k |
61.72 |
Procter & Gamble Company
(PG)
|
0.3 |
$2.1M |
|
12k |
173.20 |
Ishares Tr Core Div Grwth
(DGRO)
|
0.3 |
$1.8M |
|
29k |
62.69 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$1.8M |
|
2.0k |
886.49 |
Wells Fargo & Company
(WFC)
|
0.2 |
$1.5M |
|
27k |
56.49 |
Chevron Corporation
(CVX)
|
0.2 |
$1.5M |
|
10k |
147.28 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$1.4M |
|
6.8k |
210.87 |
Home Depot
(HD)
|
0.2 |
$1.3M |
|
3.2k |
405.20 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.2 |
$1.1M |
|
3.9k |
276.76 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$989k |
|
2.8k |
353.49 |
Kratos Defense & Sec Solutio Com New
(KTOS)
|
0.1 |
$881k |
|
38k |
23.30 |
Ge Aerospace Com New
(GE)
|
0.1 |
$853k |
|
4.5k |
188.58 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$841k |
|
7.2k |
117.22 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$830k |
|
1.7k |
488.07 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$775k |
|
9.9k |
78.05 |
Tesla Motors
(TSLA)
|
0.1 |
$745k |
|
2.8k |
261.63 |
Johnson & Johnson
(JNJ)
|
0.1 |
$684k |
|
4.2k |
162.06 |
Dorchester Minerals Com Unit
(DMLP)
|
0.1 |
$679k |
|
23k |
30.15 |
Ishares Tr Rus 1000 Etf
(IWB)
|
0.1 |
$627k |
|
2.0k |
314.39 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$625k |
|
5.2k |
121.16 |
Cisco Systems
(CSCO)
|
0.1 |
$569k |
|
11k |
53.22 |
Broadcom
(AVGO)
|
0.1 |
$568k |
|
3.3k |
172.50 |
General Mills
(GIS)
|
0.1 |
$562k |
|
7.6k |
73.85 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$532k |
|
1.9k |
283.16 |
Arthur J. Gallagher & Co.
(AJG)
|
0.1 |
$532k |
|
1.9k |
281.37 |
Parker-Hannifin Corporation
(PH)
|
0.1 |
$531k |
|
841.00 |
631.82 |
Wal-Mart Stores
(WMT)
|
0.1 |
$530k |
|
6.6k |
80.75 |
Lowe's Companies
(LOW)
|
0.1 |
$519k |
|
1.9k |
270.85 |
Ball Corporation
(BALL)
|
0.1 |
$508k |
|
7.5k |
67.91 |
Walt Disney Company
(DIS)
|
0.1 |
$500k |
|
5.2k |
96.20 |
American Express Company
(AXP)
|
0.1 |
$456k |
|
1.7k |
271.20 |
Netflix
(NFLX)
|
0.1 |
$454k |
|
640.00 |
709.27 |
Abbott Laboratories
(ABT)
|
0.1 |
$445k |
|
3.9k |
114.01 |
Vanguard World Energy Etf
(VDE)
|
0.1 |
$433k |
|
3.5k |
122.47 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$423k |
|
7.4k |
57.41 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$422k |
|
2.8k |
153.15 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$415k |
|
710.00 |
584.56 |
Trane Technologies SHS
(TT)
|
0.1 |
$406k |
|
1.0k |
388.73 |
Illinois Tool Works
(ITW)
|
0.1 |
$404k |
|
1.5k |
262.07 |
Ishares Tr Msci Jp Value
(EWJV)
|
0.1 |
$399k |
|
12k |
33.02 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$388k |
|
4.6k |
83.63 |
Kkr & Co
(KKR)
|
0.1 |
$379k |
|
2.9k |
130.59 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.1 |
$376k |
|
1.5k |
243.06 |
Linde SHS
(LIN)
|
0.1 |
$370k |
|
776.00 |
476.84 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.1 |
$369k |
|
3.2k |
116.97 |
McDonald's Corporation
(MCD)
|
0.1 |
$363k |
|
1.2k |
304.61 |
Badger Meter
(BMI)
|
0.1 |
$360k |
|
1.7k |
218.41 |
Metalla Rty & Streaming Com New
(MTA)
|
0.1 |
$345k |
|
112k |
3.09 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.1 |
$339k |
|
2.6k |
131.91 |
BlackRock Global Energy & Resources Trus
(BGR)
|
0.0 |
$313k |
|
24k |
12.88 |
Union Pacific Corporation
(UNP)
|
0.0 |
$304k |
|
1.2k |
246.48 |
Thermo Fisher Scientific
(TMO)
|
0.0 |
$295k |
|
477.00 |
618.69 |
Novartis Sponsored Adr
(NVS)
|
0.0 |
$293k |
|
2.5k |
115.02 |
Servicenow
(NOW)
|
0.0 |
$292k |
|
326.00 |
894.39 |
Ge Vernova
(GEV)
|
0.0 |
$288k |
|
1.1k |
254.98 |
Ameresco Cl A
(AMRC)
|
0.0 |
$285k |
|
7.5k |
37.94 |
Braze Com Cl A
(BRZE)
|
0.0 |
$281k |
|
8.7k |
32.34 |
Merck & Co
(MRK)
|
0.0 |
$281k |
|
2.5k |
113.55 |
Coca-Cola Company
(KO)
|
0.0 |
$276k |
|
3.8k |
71.86 |
American Tower Reit
(AMT)
|
0.0 |
$274k |
|
1.2k |
232.56 |
Caterpillar
(CAT)
|
0.0 |
$274k |
|
700.00 |
391.12 |
Goldman Sachs
(GS)
|
0.0 |
$271k |
|
547.00 |
494.71 |
Marsh & McLennan Companies
(MMC)
|
0.0 |
$264k |
|
1.2k |
223.09 |
Intel Corporation
(INTC)
|
0.0 |
$263k |
|
11k |
23.46 |
Watsco, Incorporated
(WSO)
|
0.0 |
$260k |
|
528.00 |
492.21 |
Apollo Global Mgmt
(APO)
|
0.0 |
$259k |
|
2.1k |
124.91 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$248k |
|
503.00 |
493.59 |
Lam Research Corporation
(LRCX)
|
0.0 |
$246k |
|
301.00 |
816.08 |
Advisorshares Tr Pure Us Cannabis
(MSOS)
|
0.0 |
$242k |
|
34k |
7.17 |
Bank America Corp 7.25%CNV PFD L
(BAC.PL)
|
0.0 |
$236k |
|
185.00 |
1273.01 |
Starbucks Corporation
(SBUX)
|
0.0 |
$234k |
|
2.4k |
97.49 |
Marqeta Class A Com
(MQ)
|
0.0 |
$220k |
|
45k |
4.92 |
Verizon Communications
(VZ)
|
0.0 |
$212k |
|
4.7k |
44.91 |
Nextera Energy
(NEE)
|
0.0 |
$210k |
|
2.5k |
84.54 |
Vanguard Index Fds Value Etf
(VTV)
|
0.0 |
$210k |
|
1.2k |
174.57 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.0 |
$207k |
|
249.00 |
832.68 |
Sprinklr Cl A
(CXM)
|
0.0 |
$187k |
|
24k |
7.73 |
Vale S A Sponsored Ads
(VALE)
|
0.0 |
$187k |
|
16k |
11.68 |
Planet Labs Pbc Com Cl A
(PL)
|
0.0 |
$156k |
|
70k |
2.23 |
Banco Bilbao Vizcaya Argenta Sponsored Adr
(BBVA)
|
0.0 |
$155k |
|
14k |
10.84 |
Booking Holdings Note 0.750% 5/0 (Principal)
|
0.0 |
$70k |
|
31k |
2.24 |
Nokia Corp Sponsored Adr
(NOK)
|
0.0 |
$52k |
|
12k |
4.37 |
Euronet Worldwide Note 0.750% 3/1 (Principal)
|
0.0 |
$45k |
|
46k |
0.98 |
Parsons Corp Del Note 0.250% 8/1 (Principal)
|
0.0 |
$41k |
|
18k |
2.28 |
Expedia Group Note 2/1 (Principal)
|
0.0 |
$29k |
|
30k |
0.95 |
Southwest Airls Note 1.250% 5/0 (Principal)
|
0.0 |
$28k |
|
28k |
1.01 |
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)
|
0.0 |
$27k |
|
28k |
0.95 |
Akamai Technologies Note 0.125% 5/0 (Principal)
|
0.0 |
$21k |
|
19k |
1.11 |
Vishay Intertechnology Note 2.250% 6/1 (Principal)
|
0.0 |
$17k |
|
17k |
0.97 |
Kopin Corporation
(KOPN)
|
0.0 |
$15k |
|
20k |
0.73 |
Ford Mtr Note 3/1 (Principal)
|
0.0 |
$9.7k |
|
10k |
0.97 |