Vanguard Index Fds S&p 500 Etf Equity
(VOO)
|
11.9 |
$29M |
|
72k |
399.41 |
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity
(VTI)
|
6.3 |
$15M |
|
67k |
225.13 |
Invesco Qqq Tr Unit Ser 1 Equity
(QQQ)
|
5.9 |
$14M |
|
40k |
360.39 |
Ishares Tr Core S&p 500 Etf Equity
(IVV)
|
4.6 |
$11M |
|
26k |
435.96 |
Schwab Strategic Tr Short-term Us Treasury Etf Equity
(SCHO)
|
4.4 |
$11M |
|
206k |
51.21 |
Ishares Tr Core U S Aggregate Bd Etf Equity
(AGG)
|
3.4 |
$8.2M |
|
71k |
115.00 |
Apple Equity
(AAPL)
|
3.4 |
$8.1M |
|
57k |
142.65 |
Ishares Tr Core S&p Mid-cap Etf Equity
(IJH)
|
3.1 |
$7.6M |
|
29k |
267.33 |
Microsoft Corp Equity
(MSFT)
|
2.7 |
$6.6M |
|
23k |
289.08 |
Ishares Tr Russell 2000 Etf Equity
(IWM)
|
2.5 |
$6.0M |
|
27k |
222.05 |
Mastercard Inc Cl A Equity
(MA)
|
2.1 |
$5.2M |
|
14k |
360.16 |
Ishares Tr Msci Emerging Mkts Index Equity
(EEM)
|
1.9 |
$4.6M |
|
92k |
50.28 |
Alphabet Inc Cl A Equity
(GOOGL)
|
1.9 |
$4.6M |
|
1.7k |
2730.86 |
Jp Morgan Chase & Co Com Isin#us46625h1005 Equity
(JPM)
|
1.8 |
$4.3M |
|
26k |
166.79 |
Danaher Corp Equity
(DHR)
|
1.6 |
$3.9M |
|
13k |
302.35 |
Home Depot Equity
(HD)
|
1.6 |
$3.9M |
|
12k |
329.86 |
Amazon Equity
(AMZN)
|
1.4 |
$3.3M |
|
1.0k |
3283.46 |
Facebook Inc Cl A Equity
(META)
|
1.3 |
$3.1M |
|
9.1k |
343.05 |
Berkshire Hathaway Inc Del Cl B Equity
(BRK.B)
|
1.2 |
$2.8M |
|
10k |
275.71 |
Pimco Dynamic Income Equity
(PDI)
|
1.1 |
$2.5M |
|
96k |
26.63 |
Qualcomm Equity
(QCOM)
|
1.0 |
$2.5M |
|
19k |
128.70 |
Unitedhealth Group Equity
(UNH)
|
1.0 |
$2.5M |
|
6.3k |
392.44 |
Alphabet Inc Cap Stk Cl C Equity
(GOOG)
|
1.0 |
$2.5M |
|
903.00 |
2729.79 |
Spdr S&p 500 Etf Tr Tr Unit Equity
(SPY)
|
1.0 |
$2.5M |
|
5.7k |
434.25 |
Costco Wholesale Corp Equity
(COST)
|
1.0 |
$2.3M |
|
5.1k |
448.39 |
First Tr Exchange- Traded Fd Viii Tcw Opportunistic Fxd Income Etf Equity
(FIXD)
|
0.9 |
$2.3M |
|
42k |
53.65 |
Johnson & Johnson Equity
(JNJ)
|
0.9 |
$2.2M |
|
14k |
160.45 |
Lowes Cos Equity
(LOW)
|
0.9 |
$2.2M |
|
11k |
203.71 |
Tesla Equity
(TSLA)
|
0.9 |
$2.2M |
|
2.8k |
775.23 |
Nike Inc Cl B Equity
(NKE)
|
0.9 |
$2.1M |
|
15k |
147.05 |
Honeywell Intl Equity
(HON)
|
0.8 |
$2.0M |
|
9.1k |
215.61 |
Nvidia Corp Equity
(NVDA)
|
0.8 |
$1.9M |
|
9.2k |
207.43 |
Comcast Corp Cl A Equity
(CMCSA)
|
0.7 |
$1.8M |
|
31k |
57.21 |
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Equity
(RSP)
|
0.7 |
$1.6M |
|
11k |
151.80 |
Bank Of America Corporation Equity
(BAC)
|
0.6 |
$1.5M |
|
35k |
43.08 |
Disney Walt Co Disney Equity
(DIS)
|
0.6 |
$1.5M |
|
8.3k |
176.05 |
Oracle Corp Equity
(ORCL)
|
0.6 |
$1.4M |
|
16k |
89.76 |
Marvell Technology Inc Common Equity
(MRVL)
|
0.6 |
$1.4M |
|
23k |
59.81 |
Cisco Systems Equity
(CSCO)
|
0.6 |
$1.3M |
|
24k |
55.13 |
International Business Machs Corp Equity
(IBM)
|
0.5 |
$1.3M |
|
8.8k |
143.28 |
Ishares Tr Russell 1000 Etf Equity
(IWB)
|
0.5 |
$1.2M |
|
5.1k |
244.54 |
Ecolab Equity
(ECL)
|
0.5 |
$1.2M |
|
5.7k |
213.72 |
Illinois Tool Works Equity
(ITW)
|
0.5 |
$1.2M |
|
5.8k |
206.79 |
Boeing Equity
(BA)
|
0.5 |
$1.2M |
|
5.2k |
226.09 |
Goldman Sachs Group Equity
(GS)
|
0.5 |
$1.2M |
|
3.0k |
379.95 |
Select Sector Spdr Tr Technology Equity
(XLK)
|
0.5 |
$1.1M |
|
7.5k |
151.54 |
Bristol Myers Squibb Equity
(BMY)
|
0.5 |
$1.1M |
|
19k |
59.52 |
American Express Company Equity
(AXP)
|
0.4 |
$1.1M |
|
6.2k |
174.00 |
Amgen Equity
(AMGN)
|
0.4 |
$1.1M |
|
5.0k |
214.00 |
Mainstay Mackay Definedterm Muni Opprtnys Equity
(MMD)
|
0.4 |
$1.0M |
|
47k |
21.61 |
Biontech Se Ads Isin#us09075v1026 Equity
(BNTX)
|
0.4 |
$976k |
|
3.8k |
254.76 |
Ishares Tr Msci Eafe Etf Equity
(EFA)
|
0.4 |
$955k |
|
12k |
78.18 |
Clough Global Equity Equity
(GLQ)
|
0.4 |
$923k |
|
63k |
14.78 |
Fifth Third Bancorp Equity
(FITB)
|
0.4 |
$919k |
|
21k |
43.66 |
Ishares Tr Russell 1000 Growth Etf Equity
(IWF)
|
0.4 |
$912k |
|
3.3k |
276.87 |
Visa Inc Com Cl A Equity
(V)
|
0.4 |
$876k |
|
3.8k |
230.47 |
Booking Hldgs Equity
(BKNG)
|
0.3 |
$840k |
|
342.00 |
2456.14 |
Ross Stores Equity
(ROST)
|
0.3 |
$818k |
|
7.4k |
111.16 |
M & T Bk Corp Equity
(MTB)
|
0.3 |
$814k |
|
5.3k |
152.89 |
Pimco Etf Tr Active Bd Etf Equity
(BOND)
|
0.3 |
$812k |
|
7.3k |
110.64 |
Shopify Inc Cl A Isin#ca82509l1076 Equity
(SHOP)
|
0.3 |
$808k |
|
598.00 |
1351.17 |
Ishares Tr Core Msci Eafe Etf Equity
(IEFA)
|
0.3 |
$807k |
|
11k |
74.39 |
Public Svc Enterprise Group Equity
(PEG)
|
0.3 |
$791k |
|
13k |
60.48 |
F N B Corp Pa Equity
(FNB)
|
0.3 |
$777k |
|
66k |
11.83 |
Ark Etf Tr Innovation Etf Equity
(ARKK)
|
0.3 |
$729k |
|
6.6k |
111.16 |
Eaton Vance Tax-advantaged Global Divid Opportunities Equity
(ETO)
|
0.3 |
$720k |
|
24k |
30.25 |
Laboratory Corp Amer Hldgs Equity
(LH)
|
0.3 |
$718k |
|
2.6k |
279.38 |
Ishares Tr Russell 1000 Value Etf Equity
(IWD)
|
0.3 |
$695k |
|
4.4k |
158.64 |
Pimco Mun Income Fd Iii Equity
(PMX)
|
0.3 |
$639k |
|
51k |
12.58 |
Select Sector Spdr Tr Consumer Discretionary Equity
(XLY)
|
0.2 |
$596k |
|
3.3k |
180.83 |
Chimera Invt Corp Equity
(CIM)
|
0.2 |
$595k |
|
40k |
15.03 |
Annaly Cap Mgmt Equity
|
0.2 |
$585k |
|
69k |
8.46 |
General Elec Equity
(GE)
|
0.2 |
$570k |
|
5.4k |
105.77 |
Duff & Phelps Util & Infrastructure Equity
(DPG)
|
0.2 |
$569k |
|
42k |
13.50 |
Procter & Gamble Equity
(PG)
|
0.2 |
$567k |
|
4.1k |
139.55 |
Markel Corp Equity
(MKL)
|
0.2 |
$567k |
|
472.00 |
1201.27 |
Palantir Technologies Inc Cl A Equity
(PLTR)
|
0.2 |
$558k |
|
23k |
24.34 |
Pimco Mun Income Fd Ii Equity
(PML)
|
0.2 |
$558k |
|
38k |
14.72 |
Guggenheim Cr Allocation Equity
|
0.2 |
$539k |
|
26k |
20.73 |
Blackrock Equity
(BLK)
|
0.2 |
$532k |
|
632.00 |
841.77 |
Intel Corp Equity
(INTC)
|
0.2 |
$526k |
|
9.8k |
53.89 |
Crowdstrike Hldgs Inc Cl A Equity
(CRWD)
|
0.2 |
$521k |
|
2.1k |
249.16 |
Guggenheim Strategic Opportunities Fd Com Shs Of Ben Int Equity
(GOF)
|
0.2 |
$486k |
|
25k |
19.20 |
Beyond Meat Equity
(BYND)
|
0.2 |
$467k |
|
4.4k |
105.01 |
Eaton Vance Tax-advantaged Global Divid Income Fd Com Isin#us27828s1015 Equity
(ETG)
|
0.2 |
$459k |
|
22k |
21.25 |
Docusign Equity
(DOCU)
|
0.2 |
$454k |
|
1.8k |
257.81 |
The Trade Desk Inc Com Cl A Equity
(TTD)
|
0.2 |
$452k |
|
6.4k |
70.35 |
Coca Cola Company Equity
(KO)
|
0.2 |
$445k |
|
8.4k |
53.02 |
Vanguard Bd Index Fds Vanguard Short Term Bd Etf Equity
(BSV)
|
0.2 |
$436k |
|
5.3k |
81.91 |
Berkshire Hathaway Inc Del Cl A Equity
(BRK.A)
|
0.2 |
$415k |
|
1.00 |
415000.00 |
Moderna Equity
(MRNA)
|
0.2 |
$412k |
|
1.2k |
341.06 |
Roku Inc Com Cl A Equity
(ROKU)
|
0.2 |
$412k |
|
1.3k |
314.26 |
Northrop Grumman Corp Equity
(NOC)
|
0.2 |
$411k |
|
1.1k |
360.84 |
Ceva Equity
(CEVA)
|
0.2 |
$397k |
|
9.3k |
42.89 |
3M Equity
(MMM)
|
0.2 |
$380k |
|
2.1k |
176.83 |
Merck & Co Equity
(MRK)
|
0.2 |
$369k |
|
4.5k |
81.37 |
Horizon Technology Finance Corp Equity
(HRZN)
|
0.1 |
$359k |
|
22k |
16.32 |
Pfizer Equity
(PFE)
|
0.1 |
$356k |
|
8.3k |
42.96 |
Stoneco Ltd Registered Shs -a- Isin#kyg851581069 Equity
(STNE)
|
0.1 |
$353k |
|
10k |
35.18 |
Zscaler Equity
(ZS)
|
0.1 |
$350k |
|
1.3k |
263.36 |
Proshares Tr Ultra Financials Equity
(UYG)
|
0.1 |
$349k |
|
5.4k |
64.23 |
Verizon Communications Equity
(VZ)
|
0.1 |
$347k |
|
6.4k |
54.33 |
Agnc Invt Corp Equity
(AGNC)
|
0.1 |
$318k |
|
20k |
15.90 |
First Tr Exchange-traded Fd Dow Jones Internet Index Equity
(FDN)
|
0.1 |
$289k |
|
1.2k |
238.84 |
Marriott Intl Inc New Cl A Equity
(MAR)
|
0.1 |
$289k |
|
1.9k |
156.22 |
Ishares Inc Msci Global Minimum Vol Factor Etf Equity
(ACWV)
|
0.1 |
$279k |
|
2.7k |
102.91 |
Abbvie Equity
(ABBV)
|
0.1 |
$279k |
|
2.6k |
109.11 |
Zoom Video Communications Inc Cl A Equity
(ZM)
|
0.1 |
$273k |
|
1.0k |
267.65 |
Nextera Energy Equity
(NEE)
|
0.1 |
$256k |
|
3.2k |
79.18 |
Spdr Gold Tr Gold Equity
(GLD)
|
0.1 |
$253k |
|
1.5k |
164.39 |
Biogen Idec Equity
(BIIB)
|
0.1 |
$242k |
|
853.00 |
283.70 |
Vanguard Intl Equity Index Fds Ftse All World Ex Usa Small Cap Index Fd Etf Equity
(VSS)
|
0.1 |
$236k |
|
1.8k |
134.17 |
Lam Research Corp Equity
(LRCX)
|
0.1 |
$234k |
|
411.00 |
569.34 |
Sunrun Equity
(RUN)
|
0.1 |
$226k |
|
5.1k |
44.59 |
Vanguard Information Technology Etf Equity
(VGT)
|
0.1 |
$224k |
|
551.00 |
406.53 |
Ishares Tr Natl Mun Bd Etf Equity
(MUB)
|
0.1 |
$223k |
|
1.9k |
116.15 |
Philip Morris Intl Equity
(PM)
|
0.1 |
$222k |
|
2.3k |
95.98 |
Select Sector Spdr Tr Financial Equity
(XLF)
|
0.1 |
$221k |
|
5.8k |
38.15 |
Pacwest Bancorp Del Equity
|
0.1 |
$220k |
|
4.7k |
46.71 |
Vanguard Index Fds Vanguard Large-cap Etf Equity
(VV)
|
0.1 |
$218k |
|
1.1k |
203.36 |
On Semiconductor Corp Equity
(ON)
|
0.1 |
$214k |
|
4.7k |
45.72 |
Ishares Tr Select Divid Etf Equity
(DVY)
|
0.1 |
$209k |
|
1.8k |
116.37 |
Select Sector Spdr Tr Health Care Equity
(XLV)
|
0.1 |
$200k |
|
1.6k |
127.06 |
Blackrock Muniyield N J Equity
|
0.1 |
$175k |
|
11k |
15.59 |
Eaton Vance Tax Managed Global Diversified Income Equity
(EXG)
|
0.1 |
$162k |
|
16k |
10.15 |
Proshares Tr Ultrapro Short Russell 2000 New 2020 Equity
|
0.0 |
$92k |
|
10k |
9.20 |
Archrock Equity
(AROC)
|
0.0 |
$88k |
|
10k |
8.51 |
Globalstar Equity
(GSAT)
|
0.0 |
$77k |
|
50k |
1.54 |