Vanguard Index Fds S&p 500 Etf Equity
(VOO)
|
13.5 |
$26M |
|
75k |
346.88 |
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity
(VTI)
|
6.5 |
$12M |
|
66k |
188.62 |
Invesco Qqq Tr Unit Ser 1 Equity
(QQQ)
|
6.3 |
$12M |
|
43k |
280.28 |
Ishares Tr Core S&p 500 Etf Equity
(IVV)
|
5.2 |
$10M |
|
26k |
379.14 |
Ishares Tr Core S&p U S Value Etf Equity
(IUSV)
|
4.4 |
$8.3M |
|
125k |
66.88 |
Apple Equity
(AAPL)
|
3.8 |
$7.4M |
|
54k |
136.72 |
Ishares Tr Core U S Aggregate Bd Etf Equity
(AGG)
|
3.4 |
$6.5M |
|
64k |
101.68 |
Microsoft Corp Equity
(MSFT)
|
3.1 |
$5.9M |
|
23k |
256.84 |
Select Sector Spdr Tr Consumer Staples Equity
(XLP)
|
2.5 |
$4.9M |
|
67k |
72.18 |
Ishares Tr Core S&p Mid-cap Etf Equity
(IJH)
|
2.3 |
$4.5M |
|
20k |
226.26 |
Mastercard Inc Cl A Equity
(MA)
|
2.3 |
$4.4M |
|
14k |
315.50 |
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Equity
(VWO)
|
2.0 |
$3.7M |
|
90k |
41.65 |
Alphabet Inc Cl A Equity
(GOOGL)
|
1.9 |
$3.7M |
|
1.7k |
2179.16 |
Danaher Corp Equity
(DHR)
|
1.8 |
$3.4M |
|
13k |
253.48 |
Unitedhealth Group Equity
(UNH)
|
1.7 |
$3.3M |
|
6.4k |
513.64 |
Home Depot Equity
(HD)
|
1.7 |
$3.2M |
|
12k |
274.30 |
Jpmorgan Chase & Co Equity
(JPM)
|
1.5 |
$2.9M |
|
26k |
112.62 |
Berkshire Hathaway Inc Del Cl B Equity
(BRK.B)
|
1.5 |
$2.8M |
|
10k |
272.98 |
Qualcomm Equity
(QCOM)
|
1.4 |
$2.7M |
|
21k |
127.75 |
Costco Wholesale Corp Equity
(COST)
|
1.3 |
$2.5M |
|
5.3k |
479.15 |
Johnson & Johnson Equity
(JNJ)
|
1.2 |
$2.4M |
|
13k |
177.52 |
Amazon Equity
(AMZN)
|
1.2 |
$2.2M |
|
21k |
106.19 |
Tesla Equity
(TSLA)
|
1.0 |
$2.0M |
|
2.9k |
673.56 |
Lowes Cos Equity
(LOW)
|
1.0 |
$1.9M |
|
11k |
174.67 |
Spdr S&p 500 Etf Tr Tr Unit Equity
(SPY)
|
1.0 |
$1.9M |
|
4.9k |
377.30 |
Nvidia Corp Equity
(NVDA)
|
1.0 |
$1.8M |
|
12k |
151.58 |
Alphabet Inc Cap Stk Cl C Equity
(GOOG)
|
0.9 |
$1.7M |
|
784.00 |
2187.50 |
Meta Platforms Inc Cl A Equity
(META)
|
0.9 |
$1.7M |
|
10k |
161.27 |
Honeywell Intl Equity
(HON)
|
0.8 |
$1.6M |
|
9.2k |
173.85 |
Ishares Tr Russell 1000 Etf Equity
(IWB)
|
0.8 |
$1.6M |
|
7.7k |
207.71 |
Pimco Dynamic Income Equity
(PDI)
|
0.8 |
$1.6M |
|
75k |
20.87 |
Nike Inc Cl B Equity
(NKE)
|
0.8 |
$1.5M |
|
15k |
102.18 |
Bristol Myers Squibb Equity
(BMY)
|
0.8 |
$1.5M |
|
19k |
76.98 |
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Equity
(RSP)
|
0.7 |
$1.3M |
|
10k |
134.22 |
International Business Machs Corp Equity
(IBM)
|
0.7 |
$1.3M |
|
9.3k |
141.17 |
Comcast Corp New Cl A Equity
(CMCSA)
|
0.6 |
$1.2M |
|
30k |
39.23 |
Illinois Tool Wks Equity
(ITW)
|
0.6 |
$1.1M |
|
6.0k |
182.24 |
Bank Amer Corp Equity
(BAC)
|
0.6 |
$1.1M |
|
35k |
31.14 |
Marvell Technology Equity
(MRVL)
|
0.5 |
$1.0M |
|
24k |
43.51 |
Amgen Equity
(AMGN)
|
0.5 |
$1.0M |
|
4.3k |
243.38 |
Cisco Sys Equity
(CSCO)
|
0.5 |
$1.0M |
|
24k |
42.62 |
Guggenheim Strategic Opportunities Fd Com Shs Of Ben Int Equity
(GOF)
|
0.5 |
$928k |
|
58k |
16.10 |
Ecolab Equity
(ECL)
|
0.5 |
$906k |
|
5.9k |
153.82 |
Oracle Corp Equity
(ORCL)
|
0.5 |
$897k |
|
13k |
69.88 |
Goldman Sachs Group Equity
(GS)
|
0.5 |
$883k |
|
3.0k |
297.11 |
American Express Equity
(AXP)
|
0.5 |
$865k |
|
6.2k |
138.56 |
M & T Bk Corp Equity
(MTB)
|
0.4 |
$849k |
|
5.3k |
159.47 |
Public Svc Enterprise Group Equity
(PEG)
|
0.4 |
$832k |
|
13k |
63.27 |
Ishares Tr Msci Eafe Etf Equity
(EFA)
|
0.4 |
$770k |
|
12k |
62.51 |
Visa Inc Com Cl A Equity
(V)
|
0.4 |
$725k |
|
3.7k |
196.96 |
Disney Walt Co Disney Equity
(DIS)
|
0.4 |
$723k |
|
7.7k |
94.36 |
F N B Corp Pa Equity
(FNB)
|
0.4 |
$713k |
|
66k |
10.86 |
Fifth Third Bancorp Equity
(FITB)
|
0.4 |
$707k |
|
21k |
33.59 |
Ishares Tr Russell 1000 Value Etf Equity
(IWD)
|
0.4 |
$706k |
|
4.9k |
145.06 |
Palantir Technologies Inc Cl A Equity
(PLTR)
|
0.4 |
$704k |
|
78k |
9.07 |
Ishares Tr Core Msci Eafe Etf Equity
(IEFA)
|
0.4 |
$688k |
|
12k |
58.83 |
Ishares Tr Russell 1000 Growth Etf Equity
(IWF)
|
0.3 |
$668k |
|
3.1k |
218.73 |
Markel Corp Equity
(MKL)
|
0.3 |
$635k |
|
491.00 |
1293.28 |
Select Sector Spdr Tr Technology Equity
(XLK)
|
0.3 |
$633k |
|
5.0k |
127.13 |
Clough Global Equity Equity
(GLQ)
|
0.3 |
$614k |
|
67k |
9.13 |
Biontech Se Ads Isin#us09075v1026 Equity
(BNTX)
|
0.3 |
$598k |
|
4.0k |
149.05 |
Duff & Phelps Util & Infrastructure Equity
(DPG)
|
0.3 |
$586k |
|
42k |
13.90 |
Laboratory Corp Amer Hldgs Equity
(LH)
|
0.3 |
$583k |
|
2.5k |
234.42 |
Boeing Equity
(BA)
|
0.3 |
$581k |
|
4.3k |
136.71 |
Booking Hldgs Equity
(BKNG)
|
0.3 |
$572k |
|
327.00 |
1749.24 |
Procter & Gamble Equity
(PG)
|
0.3 |
$527k |
|
3.7k |
143.71 |
First Tr Exchange-traded Fd Viii Tcw Opportunistic Fxd Equity
(FIXD)
|
0.3 |
$503k |
|
11k |
46.41 |
Ross Stores Equity
(ROST)
|
0.3 |
$498k |
|
7.1k |
70.23 |
Eaton Vance Tax-advantaged Global Divid Opportunities Equity
(ETO)
|
0.2 |
$465k |
|
21k |
22.11 |
Pfizer Equity
(PFE)
|
0.2 |
$448k |
|
8.6k |
52.39 |
Coca Cola Equity
(KO)
|
0.2 |
$415k |
|
6.6k |
62.93 |
Abbvie Equity
(ABBV)
|
0.2 |
$409k |
|
2.7k |
153.07 |
Berkshire Hathaway Inc Del Cl A Equity
(BRK.A)
|
0.2 |
$409k |
|
1.00 |
409000.00 |
Merck & Co Equity
(MRK)
|
0.2 |
$401k |
|
4.4k |
91.12 |
Blackrock Equity
(BLK)
|
0.2 |
$393k |
|
645.00 |
609.30 |
Crowdstrike Hldgs Inc Cl A Equity
(CRWD)
|
0.2 |
$388k |
|
2.3k |
168.48 |
Northrop Grumman Corp Equity
(NOC)
|
0.2 |
$385k |
|
804.00 |
478.86 |
Intel Corp Equity
(INTC)
|
0.2 |
$360k |
|
9.6k |
37.43 |
Eaton Vance Tax-advantaged Global Divid Income Fd Com Isin#us27828s1015 Equity
(ETG)
|
0.2 |
$350k |
|
22k |
16.13 |
Verizon Communications Equity
(VZ)
|
0.2 |
$329k |
|
6.5k |
50.80 |
General Elec Equity
(GE)
|
0.2 |
$329k |
|
5.2k |
63.72 |
Ceva Equity
(CEVA)
|
0.2 |
$315k |
|
9.4k |
33.56 |
Pimco Mun Income Fd Iii Equity
(PMX)
|
0.2 |
$295k |
|
32k |
9.21 |
Nextera Energy Equity
(NEE)
|
0.1 |
$280k |
|
3.6k |
77.43 |
Pimco Mun Income Fd Ii Equity
(PML)
|
0.1 |
$269k |
|
25k |
10.73 |
Valero Energy Corp Equity
(VLO)
|
0.1 |
$258k |
|
2.4k |
106.44 |
Hf Sinclair Corp Equity
(DINO)
|
0.1 |
$257k |
|
5.7k |
45.12 |
Ishares Inc Msci Global Minimum Vol Factor Etf Equity
(ACWV)
|
0.1 |
$256k |
|
2.7k |
94.43 |
Horizon Technology Fin Corp Equity
(HRZN)
|
0.1 |
$254k |
|
22k |
11.55 |
Ishares Tr Russell 2000 Etf Equity
(IWM)
|
0.1 |
$236k |
|
1.4k |
169.66 |
Marriott Intl Inc New Cl A Equity
(MAR)
|
0.1 |
$231k |
|
1.7k |
136.12 |
Proshares Tr Ultra Financials Equity
(UYG)
|
0.1 |
$230k |
|
5.3k |
43.18 |
3M Equity
(MMM)
|
0.1 |
$229k |
|
1.8k |
129.52 |
Agnc Invt Corp Equity
(AGNC)
|
0.1 |
$221k |
|
20k |
11.05 |
The Trade Desk Inc Com Cl A Equity
(TTD)
|
0.1 |
$219k |
|
5.2k |
41.87 |
Indexiq Active Etf Tr Iq Mackay Mun Intermediate Etf Equity
(MMIT)
|
0.1 |
$208k |
|
8.6k |
24.30 |
Ishares Tr Select Divid Etf Equity
(DVY)
|
0.1 |
$207k |
|
1.8k |
117.61 |
Mainstay Mackay Definedterm Muni Opprtnys Equity
(MMD)
|
0.1 |
$205k |
|
11k |
18.14 |
Eaton Vance Tax-managed Global Diversified Equity Income Equity
(EXG)
|
0.1 |
$123k |
|
16k |
7.71 |
Annaly Cap Mgmt Equity
|
0.1 |
$114k |
|
19k |
5.93 |
Globalstar Equity
(GSAT)
|
0.0 |
$62k |
|
50k |
1.24 |
Tellurian Equity
(TELL)
|
0.0 |
$45k |
|
15k |
3.00 |