Vanguard Index Fds S&p 500 Etf Equity
(VOO)
|
13.3 |
$30M |
|
87k |
343.69 |
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity
(VTI)
|
6.9 |
$16M |
|
80k |
194.64 |
Invesco Qqq Tr Unit Ser 1 Equity
(QQQ)
|
6.4 |
$14M |
|
46k |
313.73 |
Ishares Tr Core U S Aggregate Bd Etf Equity
(AGG)
|
5.4 |
$12M |
|
103k |
118.19 |
Ishares Tr Core S&p 500 Etf Equity
(IVV)
|
5.1 |
$12M |
|
31k |
375.39 |
Ishares Tr Core S&p Mid-cap Etf Equity
(IJH)
|
3.8 |
$8.6M |
|
37k |
229.82 |
Apple Equity
(AAPL)
|
3.5 |
$7.9M |
|
60k |
132.69 |
Mastercard Inc Cl A Equity
(MA)
|
2.5 |
$5.6M |
|
16k |
356.93 |
Microsoft Corp Equity
(MSFT)
|
2.3 |
$5.1M |
|
23k |
222.41 |
Spdr Gold Tr Gold Equity
(GLD)
|
2.0 |
$4.5M |
|
26k |
178.34 |
Ishares Tr Russell 2000 Etf Equity
(IWM)
|
2.0 |
$4.5M |
|
23k |
196.07 |
Jp Morgan Chase & Co Com Isin#us46625h1005 Equity
(JPM)
|
1.5 |
$3.5M |
|
28k |
127.08 |
Ishares Tr Msci Emerging Mkts Index Equity
(EEM)
|
1.5 |
$3.3M |
|
64k |
51.66 |
Amazon Equity
(AMZN)
|
1.5 |
$3.3M |
|
1.0k |
3257.40 |
First Tr Exchange- Traded Fd Viii Tcw Opportunistic Fxd Income Etf Equity
(FIXD)
|
1.4 |
$3.2M |
|
58k |
54.73 |
Home Depot Equity
(HD)
|
1.4 |
$3.1M |
|
12k |
265.66 |
Alphabet Inc Cl A Equity
(GOOGL)
|
1.4 |
$3.1M |
|
1.8k |
1752.53 |
Danaher Corp Equity
(DHR)
|
1.3 |
$2.9M |
|
13k |
222.10 |
Qualcomm Equity
(QCOM)
|
1.3 |
$2.9M |
|
19k |
152.34 |
Facebook Inc Cl A Equity
(META)
|
1.1 |
$2.5M |
|
9.2k |
273.16 |
Berkshire Hathaway Inc Del Cl B Equity
(BRK.B)
|
1.0 |
$2.3M |
|
10k |
231.90 |
Unitedhealth Group Equity
(UNH)
|
1.0 |
$2.2M |
|
6.4k |
350.73 |
Johnson & Johnson Equity
(JNJ)
|
1.0 |
$2.2M |
|
14k |
157.36 |
Spdr S&p 500 Etf Tr Tr Unit Equity
(SPY)
|
0.9 |
$2.1M |
|
5.7k |
373.94 |
Nike Inc Cl B Equity
(NKE)
|
0.9 |
$2.1M |
|
15k |
141.46 |
Lowes Cos Equity
(LOW)
|
0.9 |
$2.0M |
|
13k |
160.48 |
Tesla Equity
(TSLA)
|
0.9 |
$2.0M |
|
2.9k |
705.84 |
Costco Wholesale Corp Equity
(COST)
|
0.9 |
$1.9M |
|
5.2k |
376.67 |
Honeywell Intl Equity
(HON)
|
0.8 |
$1.9M |
|
8.7k |
212.70 |
Schwab Strategic Tr Short-term Us Treasury Etf Equity
(SCHO)
|
0.8 |
$1.8M |
|
35k |
51.38 |
Alphabet Inc Cap Stk Cl C Equity
(GOOG)
|
0.7 |
$1.7M |
|
957.00 |
1752.35 |
Disney Walt Co Disney Equity
(DIS)
|
0.7 |
$1.5M |
|
8.1k |
181.21 |
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Equity
(RSP)
|
0.6 |
$1.4M |
|
11k |
127.50 |
Ishares Tr Core Msci Eafe Etf Equity
(IEFA)
|
0.6 |
$1.4M |
|
20k |
69.08 |
Comcast Corp Cl A Equity
(CMCSA)
|
0.6 |
$1.4M |
|
26k |
52.39 |
Eaton Vance Tax-advantaged Global Divid Opportunities Equity
(ETO)
|
0.6 |
$1.4M |
|
54k |
25.26 |
Pimco Etf Tr Active Bd Etf Equity
(BOND)
|
0.6 |
$1.3M |
|
11k |
113.13 |
Ecolab Equity
(ECL)
|
0.6 |
$1.2M |
|
5.7k |
216.28 |
Ishares Tr Russell 1000 Growth Etf Equity
(IWF)
|
0.5 |
$1.2M |
|
5.1k |
241.22 |
Amgen Equity
(AMGN)
|
0.5 |
$1.2M |
|
5.2k |
229.92 |
Illinois Tool Works Equity
(ITW)
|
0.5 |
$1.2M |
|
5.7k |
203.82 |
Nvidia Corp Equity
(NVDA)
|
0.5 |
$1.1M |
|
2.2k |
522.42 |
Bristol Myers Squibb Equity
(BMY)
|
0.5 |
$1.1M |
|
18k |
62.04 |
Marvell Technology Group Ltd Shs Isin#bmg5876h1051 Equity
|
0.5 |
$1.1M |
|
24k |
47.53 |
Cisco Systems Equity
(CSCO)
|
0.5 |
$1.1M |
|
25k |
44.74 |
International Business Machs Corp Equity
(IBM)
|
0.5 |
$1.1M |
|
8.8k |
125.84 |
Bank Of America Corporation Equity
(BAC)
|
0.5 |
$1.1M |
|
36k |
30.31 |
Oracle Corp Equity
(ORCL)
|
0.5 |
$1.1M |
|
17k |
64.67 |
Ishares Tr Russell 1000 Etf Equity
(IWB)
|
0.5 |
$1.1M |
|
5.1k |
211.83 |
Select Sector Spdr Tr Technology Equity
(XLK)
|
0.4 |
$985k |
|
7.6k |
130.03 |
Ross Stores Equity
(ROST)
|
0.4 |
$937k |
|
7.6k |
122.85 |
Ishares Tr Msci Eafe Etf Equity
(EFA)
|
0.4 |
$864k |
|
12k |
73.00 |
Stoneco Ltd Registered Shs -a- Isin#kyg851581069 Equity
(STNE)
|
0.4 |
$858k |
|
10k |
83.90 |
Visa Inc Com Cl A Equity
(V)
|
0.4 |
$844k |
|
3.9k |
218.77 |
Goldman Sachs Group Equity
(GS)
|
0.4 |
$829k |
|
3.1k |
263.84 |
Boeing Equity
(BA)
|
0.4 |
$824k |
|
3.9k |
213.97 |
Booking Hldgs Equity
(BKNG)
|
0.4 |
$811k |
|
364.00 |
2228.02 |
Fifth Third Bancorp Equity
(FITB)
|
0.4 |
$798k |
|
29k |
27.58 |
F N B Corp Pa Equity
(FNB)
|
0.3 |
$777k |
|
82k |
9.51 |
Public Svc Enterprise Group Equity
(PEG)
|
0.3 |
$775k |
|
13k |
58.32 |
Eaton Vance Tax-advantaged Global Divid Income Fd Com Isin#us27828s1015 Equity
(ETG)
|
0.3 |
$758k |
|
42k |
18.25 |
American Express Company Equity
(AXP)
|
0.3 |
$750k |
|
6.2k |
120.85 |
M & T Bk Corp Equity
(MTB)
|
0.3 |
$678k |
|
5.3k |
127.35 |
Ark Etf Tr Innovation Etf Equity
(ARKK)
|
0.3 |
$635k |
|
5.1k |
124.41 |
Shopify Inc Cl A Isin#ca82509l1076 Equity
(SHOP)
|
0.3 |
$630k |
|
557.00 |
1131.06 |
Ishares Tr 1-3 Yr Treas Bd Etf Equity
(SHY)
|
0.3 |
$610k |
|
7.1k |
86.43 |
Beyond Meat Equity
(BYND)
|
0.3 |
$578k |
|
4.6k |
124.97 |
Clough Global Equity Equity
(GLQ)
|
0.3 |
$578k |
|
42k |
13.73 |
Ishares Tr Russell 1000 Value Etf Equity
(IWD)
|
0.3 |
$564k |
|
4.1k |
136.79 |
Procter & Gamble Equity
(PG)
|
0.2 |
$562k |
|
4.0k |
139.04 |
Pimco Mun Income Fd Iii Equity
(PMX)
|
0.2 |
$555k |
|
47k |
11.90 |
Laboratory Corp Amer Hldgs Equity
(LH)
|
0.2 |
$546k |
|
2.7k |
203.58 |
The Trade Desk Inc Com Cl A Equity
(TTD)
|
0.2 |
$537k |
|
670.00 |
801.49 |
Guggenheim Strategic Opportunities Fd Com Shs Of Ben Int Equity
(GOF)
|
0.2 |
$529k |
|
27k |
19.39 |
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Equity
(BSV)
|
0.2 |
$528k |
|
6.4k |
82.84 |
Palantir Technologies Inc Cl A Equity
(PLTR)
|
0.2 |
$518k |
|
22k |
23.55 |
Zoom Video Communications Inc Cl A Equity
(ZM)
|
0.2 |
$514k |
|
1.5k |
337.49 |
Guggenheim Cr Allocation Equity
|
0.2 |
$514k |
|
26k |
19.77 |
Intel Corp Equity
(INTC)
|
0.2 |
$503k |
|
10k |
49.86 |
Pimco Mun Income Fd Ii Equity
(PML)
|
0.2 |
$501k |
|
35k |
14.30 |
Coca Cola Company Equity
(KO)
|
0.2 |
$487k |
|
8.9k |
54.86 |
Markel Corp Equity
(MKL)
|
0.2 |
$470k |
|
455.00 |
1032.97 |
Mainstay Mackay Definedterm Muni Opprtnys Equity
(MMD)
|
0.2 |
$466k |
|
21k |
21.79 |
General Electric Equity
|
0.2 |
$466k |
|
43k |
10.81 |
Blackrock Equity
(BLK)
|
0.2 |
$463k |
|
642.00 |
721.18 |
Crowdstrike Hldgs Inc Cl A Equity
(CRWD)
|
0.2 |
$440k |
|
2.1k |
211.74 |
Annaly Cap Mgmt Equity
|
0.2 |
$433k |
|
51k |
8.46 |
Roku Inc Com Cl A Equity
(ROKU)
|
0.2 |
$433k |
|
1.3k |
332.31 |
Ceva Equity
(CEVA)
|
0.2 |
$412k |
|
9.1k |
45.47 |
Chimera Invt Corp Equity
(CIM)
|
0.2 |
$406k |
|
40k |
10.26 |
Duff & Phelps Util & Infrastructure Equity
(DPG)
|
0.2 |
$404k |
|
33k |
12.19 |
Fastly Inc Cl A Equity
(FSLY)
|
0.2 |
$403k |
|
4.6k |
87.40 |
Docusign Equity
(DOCU)
|
0.2 |
$403k |
|
1.8k |
222.28 |
Merck & Co Equity
(MRK)
|
0.2 |
$378k |
|
4.6k |
81.82 |
Verizon Communications Equity
(VZ)
|
0.2 |
$374k |
|
6.4k |
58.81 |
3M Equity
(MMM)
|
0.2 |
$369k |
|
2.1k |
174.88 |
Berkshire Hathaway Inc Del Cl A Equity
(BRK.A)
|
0.2 |
$348k |
|
1.00 |
348000.00 |
Sunrun Equity
(RUN)
|
0.2 |
$345k |
|
5.0k |
69.37 |
Pfizer Equity
(PFE)
|
0.1 |
$318k |
|
8.6k |
36.84 |
Northrop Grumman Corp Equity
(NOC)
|
0.1 |
$316k |
|
1.0k |
305.02 |
Agnc Invt Corp Equity
(AGNC)
|
0.1 |
$312k |
|
20k |
15.60 |
Schwab Strategic Tr Us Large-cap Growth Etf Equity
(SCHG)
|
0.1 |
$307k |
|
2.4k |
128.56 |
Ishares Tr Select Divid Etf Equity
(DVY)
|
0.1 |
$298k |
|
3.1k |
96.25 |
Horizon Technology Finance Corp Equity
(HRZN)
|
0.1 |
$291k |
|
22k |
13.23 |
Marriott Intl Inc New Cl A Equity
(MAR)
|
0.1 |
$281k |
|
2.1k |
131.86 |
Ishares Inc Msci Global Minimum Vol Factor Etf Equity
(ACWV)
|
0.1 |
$263k |
|
2.7k |
97.01 |
Abbvie Equity
(ABBV)
|
0.1 |
$261k |
|
2.4k |
106.97 |
Zscaler Equity
(ZS)
|
0.1 |
$259k |
|
1.3k |
200.00 |
Ishares Tr Natl Mun Bd Etf Equity
(MUB)
|
0.1 |
$244k |
|
2.1k |
117.08 |
Proshares Tr Ultra Financials Equity
(UYG)
|
0.1 |
$230k |
|
5.4k |
42.34 |
Nextera Energy Equity
(NEE)
|
0.1 |
$224k |
|
2.9k |
77.24 |
Biogen Idec Equity
(BIIB)
|
0.1 |
$224k |
|
913.00 |
245.34 |
Teladoc Health Equity
(TDOC)
|
0.1 |
$216k |
|
1.1k |
199.81 |
Spdr Ser Tr S&p Aerospace & Defense Etf Equity
(XAR)
|
0.1 |
$212k |
|
1.8k |
114.97 |
Penn Natl Gaming Equity
(PENN)
|
0.1 |
$208k |
|
2.4k |
86.24 |
Lam Research Corp Equity
(LRCX)
|
0.1 |
$203k |
|
430.00 |
472.09 |
Blackrock Muniyield N J Equity
|
0.1 |
$149k |
|
10k |
14.43 |
Eaton Vance Tax Managed Global Diversified Income Equity
(EXG)
|
0.1 |
$140k |
|
16k |
8.77 |
Archrock Equity
(AROC)
|
0.0 |
$103k |
|
12k |
8.68 |
Globalstar Equity
(GSAT)
|
0.0 |
$17k |
|
50k |
0.34 |