Vanguard Index Fds S&p 500 Etf Equity
(VOO)
|
11.6 |
$29M |
|
69k |
415.17 |
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity
(VTI)
|
5.8 |
$14M |
|
63k |
227.67 |
Invesco Qqq Tr Unit Ser 1 Equity
(QQQ)
|
5.7 |
$14M |
|
39k |
362.55 |
Ishares Tr Core S&p 500 Etf Equity
(IVV)
|
4.9 |
$12M |
|
27k |
453.70 |
Apple Equity
(AAPL)
|
3.9 |
$9.7M |
|
56k |
174.60 |
Ishares Tr Core S&p U S Value Etf Equity
(IUSV)
|
3.8 |
$9.5M |
|
125k |
75.87 |
Ishares Tr 1-3 Yr Treas Bd Etf Equity
(SHY)
|
3.2 |
$8.0M |
|
96k |
83.35 |
Microsoft Corp Equity
(MSFT)
|
2.9 |
$7.1M |
|
23k |
308.32 |
Ishares Tr Core U S Aggregate Bd Etf Equity
(AGG)
|
2.8 |
$6.9M |
|
64k |
107.10 |
Select Sector Spdr Tr Consumer Staples Equity
(XLP)
|
2.0 |
$5.0M |
|
66k |
75.89 |
Mastercard Inc Cl A Equity
(MA)
|
2.0 |
$5.0M |
|
14k |
357.39 |
Ishares Tr Core S&p Mid-cap Etf Equity
(IJH)
|
2.0 |
$5.0M |
|
19k |
268.34 |
Alphabet Inc Cl A Equity
(GOOGL)
|
1.9 |
$4.7M |
|
1.7k |
2781.55 |
Schwab Strategic Tr Short-term Us Treasury Etf Equity
(SCHO)
|
1.8 |
$4.5M |
|
90k |
49.54 |
Spdr S&p 500 Etf Tr Tr Unit Equity
(SPY)
|
1.7 |
$4.3M |
|
9.5k |
451.58 |
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Equity
(VWO)
|
1.7 |
$4.1M |
|
89k |
46.12 |
Danaher Corp Equity
(DHR)
|
1.6 |
$3.8M |
|
13k |
293.32 |
Berkshire Hathaway Inc Del Cl B Equity
(BRK.B)
|
1.5 |
$3.6M |
|
10k |
352.95 |
Home Depot Equity
(HD)
|
1.4 |
$3.5M |
|
12k |
299.36 |
Jpmorgan Chase & Co Equity
(JPM)
|
1.4 |
$3.4M |
|
25k |
136.31 |
Amazon Equity
(AMZN)
|
1.4 |
$3.4M |
|
1.0k |
3259.73 |
Unitedhealth Group Equity
(UNH)
|
1.3 |
$3.2M |
|
6.2k |
509.94 |
Tesla Equity
(TSLA)
|
1.2 |
$3.1M |
|
2.8k |
1077.63 |
Nvidia Corp Equity
(NVDA)
|
1.2 |
$3.0M |
|
11k |
272.84 |
Qualcomm Equity
(QCOM)
|
1.2 |
$3.0M |
|
20k |
152.84 |
Costco Wholesale Corp Equity
(COST)
|
1.2 |
$3.0M |
|
5.2k |
575.93 |
Johnson & Johnson Equity
(JNJ)
|
1.0 |
$2.5M |
|
14k |
177.21 |
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Equity
(RSP)
|
1.0 |
$2.4M |
|
15k |
157.69 |
Meta Platforms Inc Cl A Equity
(META)
|
0.9 |
$2.2M |
|
10k |
222.40 |
Alphabet Inc Cap Stk Cl C Equity
(GOOG)
|
0.9 |
$2.2M |
|
797.00 |
2792.97 |
Lowes Cos Equity
(LOW)
|
0.9 |
$2.2M |
|
11k |
202.22 |
Ishares Tr Russell 1000 Etf Equity
(IWB)
|
0.8 |
$2.0M |
|
7.9k |
250.03 |
Nike Inc Cl B Equity
(NKE)
|
0.8 |
$2.0M |
|
15k |
134.52 |
Honeywell Intl Equity
(HON)
|
0.7 |
$1.8M |
|
9.3k |
194.56 |
Marvell Technology Equity
(MRVL)
|
0.7 |
$1.7M |
|
23k |
71.73 |
Pimco Dynamic Income Equity
(PDI)
|
0.6 |
$1.5M |
|
63k |
24.38 |
Spdr Dow Jones Indl Average Etf Tr Unit Ser 1 Equity
(DIA)
|
0.6 |
$1.5M |
|
4.4k |
346.90 |
Comcast Corp New Cl A Equity
(CMCSA)
|
0.6 |
$1.5M |
|
31k |
46.81 |
Bank Amer Corp Equity
(BAC)
|
0.6 |
$1.4M |
|
35k |
41.22 |
Bristol Myers Squibb Equity
(BMY)
|
0.6 |
$1.4M |
|
19k |
73.03 |
Cisco Sys Equity
(CSCO)
|
0.5 |
$1.3M |
|
24k |
55.75 |
Oracle Corp Equity
(ORCL)
|
0.5 |
$1.3M |
|
16k |
82.75 |
Illinois Tool Wks Equity
(ITW)
|
0.5 |
$1.2M |
|
5.9k |
209.38 |
International Business Machs Corp Equity
(IBM)
|
0.5 |
$1.2M |
|
9.4k |
130.01 |
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Equity
(VGSH)
|
0.5 |
$1.2M |
|
20k |
59.25 |
Disney Walt Co Disney Equity
(DIS)
|
0.5 |
$1.2M |
|
8.7k |
137.19 |
American Express Equity
(AXP)
|
0.5 |
$1.2M |
|
6.2k |
186.99 |
Amgen Equity
(AMGN)
|
0.5 |
$1.1M |
|
4.6k |
241.75 |
Guggenheim Strategic Opportunities Fd Com Shs Of Ben Int Equity
(GOF)
|
0.4 |
$1.1M |
|
58k |
19.01 |
Palantir Technologies Inc Cl A Equity
(PLTR)
|
0.4 |
$1.1M |
|
78k |
13.73 |
Ecolab Equity
(ECL)
|
0.4 |
$1.0M |
|
5.8k |
176.64 |
Goldman Sachs Group Equity
(GS)
|
0.4 |
$989k |
|
3.0k |
330.22 |
Public Svc Enterprise Group Equity
(PEG)
|
0.4 |
$918k |
|
13k |
70.01 |
Fifth Third Bancorp Equity
(FITB)
|
0.4 |
$906k |
|
21k |
43.04 |
M & T Bk Corp Equity
(MTB)
|
0.4 |
$902k |
|
5.3k |
169.42 |
Ishares Tr Msci Eafe Etf Equity
(EFA)
|
0.4 |
$891k |
|
12k |
73.62 |
Clough Global Equity Equity
(GLQ)
|
0.4 |
$867k |
|
74k |
11.72 |
F N B Corp Pa Equity
(FNB)
|
0.3 |
$817k |
|
66k |
12.44 |
Visa Inc Com Cl A Equity
(V)
|
0.3 |
$813k |
|
3.7k |
221.83 |
Ishares Tr Russell 1000 Growth Etf Equity
(IWF)
|
0.3 |
$810k |
|
2.9k |
277.78 |
Select Sector Spdr Tr Technology Equity
(XLK)
|
0.3 |
$810k |
|
5.1k |
158.98 |
Booking Hldgs Equity
(BKNG)
|
0.3 |
$789k |
|
336.00 |
2348.21 |
Ishares Tr Core Msci Eafe Etf Equity
(IEFA)
|
0.3 |
$784k |
|
11k |
69.53 |
Ishares Tr Russell 1000 Value Etf Equity
(IWD)
|
0.3 |
$759k |
|
4.6k |
165.90 |
Markel Corp Equity
(MKL)
|
0.3 |
$724k |
|
491.00 |
1474.54 |
Boeing Equity
(BA)
|
0.3 |
$722k |
|
3.8k |
191.51 |
Biontech Se Ads Isin#us09075v1026 Equity
(BNTX)
|
0.3 |
$685k |
|
4.0k |
170.44 |
Laboratory Corp Amer Hldgs Equity
(LH)
|
0.3 |
$675k |
|
2.6k |
263.77 |
Ross Stores Equity
(ROST)
|
0.3 |
$662k |
|
7.3k |
90.41 |
Duff & Phelps Util & Infrastructure Equity
(DPG)
|
0.3 |
$640k |
|
42k |
15.18 |
Eaton Vance Tax-advantaged Global Divid Opportunities Equity
(ETO)
|
0.3 |
$633k |
|
21k |
30.13 |
Procter & Gamble Equity
(PG)
|
0.2 |
$608k |
|
4.0k |
152.76 |
First Tr Exchange-traded Fd Viii Tcw Opportunistic Fxd Equity
(FIXD)
|
0.2 |
$533k |
|
11k |
49.61 |
Berkshire Hathaway Inc Del Cl A Equity
(BRK.A)
|
0.2 |
$529k |
|
1.00 |
529000.00 |
Coca Cola Equity
(KO)
|
0.2 |
$519k |
|
8.4k |
61.96 |
Crowdstrike Hldgs Inc Cl A Equity
(CRWD)
|
0.2 |
$502k |
|
2.2k |
227.25 |
Blackrock Equity
(BLK)
|
0.2 |
$489k |
|
640.00 |
764.06 |
Intel Corp Equity
(INTC)
|
0.2 |
$487k |
|
9.8k |
49.54 |
Chimera Invt Corp Equity
(CIM)
|
0.2 |
$477k |
|
40k |
12.05 |
General Elec Equity
(GE)
|
0.2 |
$472k |
|
5.2k |
91.42 |
Eaton Vance Tax-advantaged Global Divid Income Fd Com Isin#us27828s1015 Equity
(ETG)
|
0.2 |
$446k |
|
22k |
20.59 |
The Trade Desk Inc Com Cl A Equity
(TTD)
|
0.2 |
$441k |
|
6.4k |
69.27 |
Pfizer Equity
(PFE)
|
0.2 |
$440k |
|
8.5k |
51.73 |
Shopify Inc Cl A Isin#ca82509l1076 Equity
(SHOP)
|
0.2 |
$436k |
|
645.00 |
675.97 |
Abbvie Equity
(ABBV)
|
0.2 |
$429k |
|
2.6k |
162.07 |
Ceva Equity
(CEVA)
|
0.2 |
$382k |
|
9.4k |
40.70 |
Pimco Mun Income Fd Iii Equity
(PMX)
|
0.1 |
$370k |
|
36k |
10.36 |
Merck & Co Equity
(MRK)
|
0.1 |
$358k |
|
4.4k |
81.96 |
Proshares Tr Ultra Financials Equity
(UYG)
|
0.1 |
$336k |
|
5.3k |
63.09 |
Zscaler Equity
(ZS)
|
0.1 |
$334k |
|
1.4k |
241.50 |
Verizon Communications Equity
(VZ)
|
0.1 |
$326k |
|
6.4k |
50.92 |
3M Equity
(MMM)
|
0.1 |
$325k |
|
2.2k |
148.95 |
Pimco Mun Income Fd Ii Equity
(PML)
|
0.1 |
$318k |
|
28k |
11.49 |
Northrop Grumman Corp Equity
(NOC)
|
0.1 |
$314k |
|
702.00 |
447.29 |
Marriott Intl Inc New Cl A Equity
(MAR)
|
0.1 |
$312k |
|
1.8k |
175.48 |
Horizon Technology Fin Corp Equity
(HRZN)
|
0.1 |
$306k |
|
22k |
13.91 |
Indexiq Active Etf Tr Iq Mackay Mun Intermediate Etf Equity
(MMIT)
|
0.1 |
$301k |
|
12k |
25.09 |
Nextera Energy Equity
(NEE)
|
0.1 |
$300k |
|
3.5k |
84.84 |
Ishares Tr Russell 2000 Etf Equity
(IWM)
|
0.1 |
$285k |
|
1.4k |
205.48 |
Ishares Inc Msci Global Minimum Vol Factor Etf Equity
(ACWV)
|
0.1 |
$284k |
|
2.7k |
104.76 |
Salesforce Equity
(CRM)
|
0.1 |
$270k |
|
1.3k |
211.93 |
Agnc Invt Corp Equity
(AGNC)
|
0.1 |
$262k |
|
20k |
13.10 |
Valero Energy Corp Equity
(VLO)
|
0.1 |
$245k |
|
2.4k |
101.45 |
Cf Inds Hldgs Equity
(CF)
|
0.1 |
$243k |
|
2.4k |
103.01 |
On Semiconductor Corp Equity
(ON)
|
0.1 |
$233k |
|
3.7k |
62.62 |
Vanguard World Fds Vanguard Information Technology Etf Equity
(VGT)
|
0.1 |
$231k |
|
554.00 |
416.97 |
Select Sector Spdr Tr Consumer Discretionary Equity
(XLY)
|
0.1 |
$229k |
|
1.2k |
184.68 |
Ishares Tr Select Divid Etf Equity
(DVY)
|
0.1 |
$225k |
|
1.8k |
128.21 |
Moderna Equity
(MRNA)
|
0.1 |
$223k |
|
1.3k |
172.60 |
Philip Morris Intl Equity
(PM)
|
0.1 |
$218k |
|
2.3k |
93.97 |
Conocophillips Equity
(COP)
|
0.1 |
$217k |
|
2.2k |
100.00 |
United Parcel Svc Inc Cl B Equity
(UPS)
|
0.1 |
$210k |
|
979.00 |
214.50 |
Lam Resh Corp Equity
(LRCX)
|
0.1 |
$210k |
|
391.00 |
537.08 |
Exxon Mobil Corp Equity
(XOM)
|
0.1 |
$207k |
|
2.5k |
82.70 |
Ark Etf Tr Innovation Etf Equity
(ARKK)
|
0.1 |
$206k |
|
3.1k |
66.30 |
Ishares Tr Natl Mun Bd Etf Equity
(MUB)
|
0.1 |
$205k |
|
1.9k |
109.39 |
Annaly Cap Mgmt Equity
|
0.1 |
$205k |
|
29k |
7.02 |
Pacwest Bancorp Del Equity
|
0.1 |
$203k |
|
4.7k |
43.10 |
Spdr Ser Tr Portfolio S&p 1500 Composite Stk Mkt Etf Equity
(SPTM)
|
0.1 |
$202k |
|
3.6k |
55.48 |
Eaton Vance Tax-managed Global Diversified Equity Income Equity
(EXG)
|
0.1 |
$155k |
|
16k |
9.71 |
Globalstar Equity
(GSAT)
|
0.0 |
$74k |
|
50k |
1.48 |