Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency as of March 31, 2026

Portfolio Holdings for Patriot Financial Group Insurance Agency

Patriot Financial Group Insurance Agency holds 693 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.5 $44M 173k 253.79
Ishares Tr Core S&p500 Etf (IVV) 2.3 $40M 61k 653.22
NVIDIA Corporation (NVDA) 2.2 $39M 223k 174.40
Microsoft Corporation (MSFT) 2.1 $37M 99k 370.17
Alphabet Cap Stk Cl C (GOOG) 1.8 $32M 112k 286.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $28M 47k 597.54
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.5 $26M 450k 58.18
Amazon (AMZN) 1.4 $25M 118k 208.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $25M 51k 479.19
JPMorgan Chase & Co. (JPM) 1.1 $19M 66k 294.16
Blackrock Etf Trust Ishares Us Larg (BALI) 1.1 $19M 613k 30.81
Meta Platforms Cl A (META) 1.0 $18M 32k 572.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $18M 314k 56.68
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $18M 55k 320.81
Spdr Series Trust State Street Spd (SPYM) 1.0 $18M 228k 76.54
Ishares Msci Gbl Min Vol (ACWV) 0.8 $14M 119k 119.51
Costco Wholesale Corporation (COST) 0.8 $14M 14k 996.49
Philip Morris International (PM) 0.8 $14M 83k 165.34
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $14M 47k 287.18
Ishares Gold Tr Ishares New (IAU) 0.8 $14M 154k 88.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $14M 466k 29.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $13M 119k 113.11
Spdr Series Trust State Street Spd (SPYG) 0.7 $13M 135k 97.91
Exxon Mobil Corporation (XOM) 0.7 $13M 78k 169.66
Ishares Tr Intl Trea Bd Etf (IGOV) 0.7 $13M 319k 41.06
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $13M 60k 215.06
Wells Fargo & Company (WFC) 0.7 $13M 162k 79.61
Vanguard Index Fds Growth Etf (VUG) 0.7 $12M 28k 436.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $12M 313k 38.96
Visa Com Cl A (V) 0.7 $12M 40k 302.24
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $12M 207k 55.52
Palantir Technologies Cl A (PLTR) 0.6 $11M 78k 146.28
Putnam Etf Trust Focused Lar Cap (PVAL) 0.6 $11M 244k 46.40
Netflix (NFLX) 0.6 $11M 115k 96.15
Broadcom (AVGO) 0.6 $11M 35k 309.50
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $11M 50k 211.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $11M 55k 191.81
Raytheon Technologies Corp (RTX) 0.6 $10M 54k 192.90
Ishares Tr Core Msci Total (IXUS) 0.6 $10M 119k 86.64
Tesla Motors (TSLA) 0.6 $10M 27k 371.75
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $10M 101k 99.27
Lam Research Corp Com New (LRCX) 0.5 $9.7M 46k 213.66
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $9.7M 175k 55.24
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.5 $9.6M 143k 67.12
Ishares Tr Intrm Gov Cr Etf (GVI) 0.5 $9.2M 86k 106.68
Wal-Mart Stores (WMT) 0.5 $8.9M 72k 124.28
Spdr Index Shs Fds State Street Spd (SPDW) 0.5 $8.6M 189k 45.65
Booking Holdings (BKNG) 0.5 $8.5M 2.0k 4210.17
Charles Schwab Corporation (SCHW) 0.5 $8.4M 90k 93.98
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.5 $8.4M 327k 25.55
J P Morgan Exchange Traded F Active Growth (JGRO) 0.5 $8.3M 99k 84.52
Ishares Tr Core Univrsl Usd (IUSB) 0.5 $8.2M 177k 46.19
ConocoPhillips (COP) 0.5 $8.0M 61k 132.00
Chevron Corporation (CVX) 0.4 $7.9M 38k 206.90
Comcast Corp Cl A (CMCSA) 0.4 $7.9M 274k 28.71
Ge Aerospace Com New (GE) 0.4 $7.8M 28k 283.78
Newmont Mining Corporation (NEM) 0.4 $7.8M 72k 108.25
Ishares Core Msci Emkt (IEMG) 0.4 $7.7M 111k 69.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $7.7M 12k 650.36
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $7.7M 234k 32.95
Verizon Communications (VZ) 0.4 $7.5M 150k 50.20
Advanced Micro Devices (AMD) 0.4 $7.2M 35k 203.43
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $7.2M 58k 124.31
Capital Group Core Balanced SHS (CGBL) 0.4 $7.0M 203k 34.41
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.4 $7.0M 234k 29.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $6.9M 46k 148.10
Applied Materials (AMAT) 0.4 $6.8M 20k 341.79
Abbvie (ABBV) 0.4 $6.7M 31k 217.50
Aim Etf Products Trust Allianzim Us Eqt (SIXO) 0.4 $6.7M 197k 33.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $6.6M 286k 23.22
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $6.6M 183k 36.22
Analog Devices (ADI) 0.4 $6.5M 21k 318.15
J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $6.5M 141k 46.07
Mastercard Incorporated Cl A (MA) 0.4 $6.4M 13k 499.64
Caterpillar (CAT) 0.4 $6.4M 9.0k 708.44
Ge Vernova (GEV) 0.4 $6.3M 7.2k 872.90
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.3 $6.2M 122k 50.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $6.1M 80k 77.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $6.1M 96k 64.08
Medtronic SHS (MDT) 0.3 $6.1M 70k 86.65
Novartis Sponsored Adr (NVS) 0.3 $6.0M 40k 152.75
Becton, Dickinson and (BDX) 0.3 $6.0M 38k 157.23
Home Depot (HD) 0.3 $5.9M 18k 328.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $5.9M 21k 287.56
Bank of America Corporation (BAC) 0.3 $5.9M 121k 48.75
Omni (OMC) 0.3 $5.8M 77k 75.31
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $5.7M 24k 237.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $5.7M 185k 30.68
Howmet Aerospace (HWM) 0.3 $5.6M 24k 230.45
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $5.5M 130k 42.54
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $5.5M 108k 50.84
General Dynamics Corporation (GD) 0.3 $5.4M 16k 343.22
Bank of New York Mellon Corporation (BK) 0.3 $5.3M 45k 118.63
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.3 $5.3M 213k 24.79
Spdr Series Trust Bloomberg Short (BWZ) 0.3 $5.2M 191k 26.92
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $5.1M 51k 100.57
Enbridge (ENB) 0.3 $5.1M 95k 54.14
Ishares Tr Eafe Value Etf (EFV) 0.3 $5.0M 67k 74.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.9M 8.5k 577.18
Walt Disney Company (DIS) 0.3 $4.9M 51k 96.38
Oracle Corporation (ORCL) 0.3 $4.9M 33k 147.11
Capital Group Dividend Growe Shs Etf (CGDG) 0.3 $4.8M 134k 35.90
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.8M 18k 261.93
Ishares Euro High Yield (EUHY) 0.3 $4.8M 91k 52.46
Johnson & Johnson (JNJ) 0.3 $4.8M 20k 244.45
Ishares Tr Mbs Etf (MBB) 0.3 $4.8M 50k 94.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $4.8M 65k 73.64
McKesson Corporation (MCK) 0.3 $4.7M 5.5k 865.32
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $4.7M 55k 84.91
Aim Etf Products Trust Allianzim Buf 15 (SPBU) 0.3 $4.6M 168k 27.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $4.5M 67k 67.53
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $4.4M 97k 45.86
Ishares Tr Core Div Grwth (DGRO) 0.2 $4.4M 62k 70.18
Blacksky Technology Cl A New (BKSY) 0.2 $4.3M 171k 25.16
Unilever Spon Adr New (UL) 0.2 $4.2M 74k 56.97
Linde SHS (LIN) 0.2 $4.2M 8.5k 495.77
Spdr Series Trust State Street Spd (SPTM) 0.2 $4.2M 53k 79.06
Barrick Mng Corp Com Shs (B) 0.2 $4.2M 102k 40.79
Ishares Tr Us Aer Def Etf (ITA) 0.2 $4.1M 19k 218.76
Kinross Gold Corp (KGC) 0.2 $4.0M 132k 30.52
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.2 $4.0M 134k 30.03
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $4.0M 63k 63.91
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $3.9M 111k 35.59
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $3.9M 35k 112.11
Boston Properties (BXP) 0.2 $3.9M 75k 51.90
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.9M 21k 181.42
Nextera Energy (NEE) 0.2 $3.8M 41k 92.88
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $3.8M 75k 50.48
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $3.8M 82k 46.13
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $3.8M 739k 5.10
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $3.7M 50k 75.19
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.2 $3.6M 28k 128.26
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.5M 155k 22.91
Altria (MO) 0.2 $3.5M 53k 65.99
Blackrock Etf Trust Ishares Intl Ctr (CORO) 0.2 $3.5M 109k 32.15
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $3.5M 47k 74.15
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $3.4M 80k 42.72
Fortinet (FTNT) 0.2 $3.4M 41k 81.72
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $3.3M 72k 45.97
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.2 $3.2M 66k 49.41
Eli Lilly & Co. (LLY) 0.2 $3.2M 3.5k 919.72
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $3.2M 47k 68.47
RPM International (RPM) 0.2 $3.2M 32k 99.40
Spdr Index Shs Fds State Street Spd (SPEM) 0.2 $3.2M 67k 46.91
Coca-Cola Company (KO) 0.2 $3.1M 41k 76.05
Ishares Tr New York Mun Etf (NYF) 0.2 $3.1M 58k 53.12
Cigna Corp (CI) 0.2 $3.1M 12k 266.77
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $3.1M 13k 240.00
Carvana Cl A (CVNA) 0.2 $3.0M 9.7k 314.38
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $3.0M 75k 40.10
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $3.0M 33k 91.77
Ark Etf Tr Innovation Etf (ARKK) 0.2 $3.0M 44k 67.59
Pfizer Call Option (PFE) 0.2 $3.0M 106k 28.08
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $2.9M 72k 40.86
Bluerock Pvt Real Estate (BPRE) 0.2 $2.9M 177k 16.61
American Electric Power Company (AEP) 0.2 $2.9M 22k 131.08
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.2 $2.9M 68k 43.11
GSK Sponsored Adr (GSK) 0.2 $2.9M 52k 55.19
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $2.9M 72k 39.80
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.2 $2.8M 63k 44.62
Amgen (AMGN) 0.2 $2.8M 7.8k 351.83
Fidelity Covington Trust Fundamental Larg (FFLC) 0.2 $2.8M 54k 51.29
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $2.7M 65k 42.50
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.7M 6.1k 446.54
Valero Energy Corporation (VLO) 0.2 $2.7M 11k 247.06
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $2.7M 52k 51.93
Intuitive Surgical Com New (ISRG) 0.2 $2.7M 5.8k 460.99
Proshares Tr S&p 500 High Inc (ISPY) 0.2 $2.7M 62k 43.35
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $2.7M 33k 80.58
Procter & Gamble Company (PG) 0.1 $2.6M 18k 144.44
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $2.6M 66k 39.94
Ford Motor Company (F) 0.1 $2.6M 226k 11.54
Merck & Co (MRK) 0.1 $2.6M 21k 120.29
Target Corporation (TGT) 0.1 $2.5M 21k 121.20
Entergy Corporation (ETR) 0.1 $2.5M 23k 112.36
Duke Energy Corp Com New (DUK) 0.1 $2.5M 19k 130.94
Lamar Advertising Cl A (LAMR) 0.1 $2.5M 20k 126.65
Truist Financial Corp equities (TFC) 0.1 $2.5M 54k 45.97
Victory Portfolios Ii Core Intermediat (UITB) 0.1 $2.5M 53k 47.02
International Business Machines (IBM) 0.1 $2.5M 10k 242.39
Pepsi (PEP) 0.1 $2.5M 16k 155.30
Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.4M 49k 50.04
Victory Portfolios Ii Shares Free Cash (VFLO) 0.1 $2.4M 62k 39.48
Welltower Inc Com reit (WELL) 0.1 $2.4M 12k 197.71
Vanguard World Inf Tech Etf (VGT) 0.1 $2.4M 3.4k 697.73
Eversource Energy (ES) 0.1 $2.4M 34k 69.28
Spdr Series Trust State Street Spd (SPSM) 0.1 $2.4M 49k 48.32
Kla Corp Com New (KLAC) 0.1 $2.4M 1.6k 1472.42
Huntington Ingalls Inds (HII) 0.1 $2.3M 6.2k 379.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.3M 31k 75.10
Aim Etf Products Trust Allianzim Us Eqt (SIXP) 0.1 $2.3M 74k 31.26
Webster Financial Corporation (WBS) 0.1 $2.3M 33k 69.42
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $2.3M 55k 41.83
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.1 $2.3M 56k 41.06
Uber Technologies (UBER) 0.1 $2.3M 32k 71.93
Crispr Therapeutics Namen Akt (CRSP) 0.1 $2.3M 48k 47.57
CVS Caremark Corporation (CVS) 0.1 $2.2M 31k 71.82
Boeing Company (BA) 0.1 $2.2M 11k 199.03
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.2M 5.2k 430.29
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $2.2M 52k 43.06
Blackrock (BLK) 0.1 $2.2M 2.2k 961.94
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $2.1M 16k 132.91
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.1M 34k 62.56
Amphenol Corp Cl A (APH) 0.1 $2.1M 17k 126.35
Spdr Series Trust State Street Spd (XBI) 0.1 $2.1M 16k 127.73
Diamondback Energy (FANG) 0.1 $2.1M 10k 197.79
Air Products & Chemicals (APD) 0.1 $2.1M 7.1k 290.48
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $2.1M 5.2k 391.77
Global X Fds Artificial Etf (AIQ) 0.1 $2.0M 43k 46.67
Servicenow (NOW) 0.1 $2.0M 19k 104.55
American Tower Reit (AMT) 0.1 $2.0M 12k 172.59
McDonald's Corporation (MCD) 0.1 $2.0M 6.3k 310.80
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $2.0M 44k 45.12
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $2.0M 390k 5.03
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.9M 57k 33.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.9M 35k 54.05
Uipath Cl A Call Option (PATH) 0.1 $1.9M 168k 11.10
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.8M 60k 30.50
Micron Technology (MU) 0.1 $1.8M 5.4k 337.86
Union Pacific Corporation (UNP) 0.1 $1.8M 7.5k 242.59
Intuit (INTU) 0.1 $1.8M 4.2k 432.39
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.8M 105k 17.15
Qualcomm (QCOM) 0.1 $1.8M 14k 128.78
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.1 $1.8M 21k 85.64
Constellation Energy (CEG) 0.1 $1.8M 6.3k 279.21
Global X Fds Defense Tech Etf (SHLD) 0.1 $1.7M 25k 70.84
Rigetti Computing Common Stock (RGTI) 0.1 $1.7M 124k 14.04
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.1 $1.7M 18k 93.87
Eaton Corp SHS (ETN) 0.1 $1.7M 4.8k 357.63
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.7M 19k 90.53
Morgan Stanley Com New (MS) 0.1 $1.6M 10k 164.59
At&t (T) 0.1 $1.6M 57k 28.99
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.1 $1.6M 29k 56.26
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.6M 11k 155.11
Spdr Series Trust State Street Spd (SPYV) 0.1 $1.6M 29k 56.58
Yum China Holdings (YUMC) 0.1 $1.6M 33k 48.78
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.6M 11k 141.43
Rentokil Initial Sponsored Adr (RTO) 0.1 $1.6M 51k 31.48
Warner Bros Discovery Com Ser A (WBD) 0.1 $1.6M 58k 27.46
Cisco Systems (CSCO) 0.1 $1.6M 20k 77.59
Honeywell International (HON) 0.1 $1.6M 7.0k 226.04
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $1.6M 14k 114.91
Advisorshares Tr Advisorshs Etf (CWS) 0.1 $1.6M 24k 64.76
Wyndham Hotels And Resorts (WH) 0.1 $1.5M 19k 81.23
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $1.5M 34k 44.85
Ionq Inc Pipe (IONQ) 0.1 $1.5M 53k 28.83
M&T Bank Corporation (MTB) 0.1 $1.5M 7.3k 206.73
Edison International (EIX) 0.1 $1.5M 21k 73.18
Adobe Systems Incorporated (ADBE) 0.1 $1.5M 6.1k 243.08
Fidelity National Information Services (FIS) 0.1 $1.5M 32k 46.91
Goldman Sachs (GS) 0.1 $1.5M 1.7k 845.65
Allegion Ord Shs (ALLE) 0.1 $1.5M 10k 145.29
Nucor Corporation (NUE) 0.1 $1.5M 8.7k 169.11
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.5M 4.5k 328.64
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $1.5M 35k 41.32
UnitedHealth (UNH) 0.1 $1.4M 5.3k 270.61
Archer Daniels Midland Company (ADM) 0.1 $1.4M 20k 72.69
Sempra Energy (SRE) 0.1 $1.4M 15k 97.17
Lincoln National Corporation (LNC) 0.1 $1.4M 40k 35.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.4M 36k 38.86
SYSCO Corporation (SYY) 0.1 $1.4M 20k 71.33
Avery Dennison Corporation Call Option (AVY) 0.1 $1.4M 8.0k 172.68
Fidelity Covington Trust Int Vl Fct Etf (FIVA) 0.1 $1.4M 40k 34.81
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.4M 15k 92.69
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.4M 5.3k 257.37
Genuine Parts Company (GPC) 0.1 $1.4M 13k 105.75
Global X Fds Global X Uranium (URA) 0.1 $1.3M 28k 48.43
Ishares Msci Brazil Etf (EWZ) 0.1 $1.3M 35k 38.39
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.3M 4.2k 318.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.3M 17k 77.11
TJX Companies (TJX) 0.1 $1.3M 8.2k 159.70
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $1.3M 39k 33.77
Applovin Corp Com Cl A (APP) 0.1 $1.3M 3.3k 398.00
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) 0.1 $1.3M 14k 89.59
Lockheed Martin Corporation (LMT) 0.1 $1.3M 2.1k 604.65
Cooper Cos (COO) 0.1 $1.3M 18k 71.50
Tortoise Capital Series Trus Energy Etf (TNGY) 0.1 $1.2M 119k 10.43
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $1.2M 64k 19.00
Valmont Industries (VMI) 0.1 $1.2M 3.0k 399.57
Grupo Cibest Sa Spon Ads (CIB) 0.1 $1.2M 17k 72.81
Waters Corporation (WAT) 0.1 $1.2M 4.0k 297.80
Aim Etf Products Trust Allianzim Us Eq (SIXJ) 0.1 $1.2M 36k 33.64
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.2M 22k 52.64
Boston Scientific Corporation (BSX) 0.1 $1.2M 18k 62.75
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.1M 3.2k 356.55
Key (KEY) 0.1 $1.1M 57k 20.05
Take-Two Interactive Software (TTWO) 0.1 $1.1M 5.7k 197.50
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.1M 10k 111.37
Aim Etf Products Trust Allianzim Us Eqt (SIXD) 0.1 $1.1M 39k 28.28
Jackson Financial Com Cl A (JXN) 0.1 $1.1M 10k 105.73
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.1M 18k 61.26
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $1.1M 906.00 1191.56
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.1 $1.1M 15k 70.14
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.1 $1.1M 922.00 1155.00
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $1.1M 15k 71.43
Ingredion Incorporated (INGR) 0.1 $1.1M 9.4k 112.67
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $1.1M 20k 52.46
Sofi Technologies (SOFI) 0.1 $1.1M 66k 15.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.0M 3.4k 302.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.0M 5.4k 191.91
Prudential Financial (PRU) 0.1 $1.0M 11k 97.69
Regions Financial Corporation (RF) 0.1 $1.0M 39k 26.12
American Express Company (AXP) 0.1 $1.0M 3.4k 302.51
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $1.0M 21k 48.71
Chewy Cl A (CHWY) 0.1 $995k 37k 27.00
Hp (HPQ) 0.1 $973k 51k 19.21
Verisign (VRSN) 0.1 $967k 3.9k 248.40
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $962k 12k 77.39
Warner Music Group Corp Com Cl A (WMG) 0.1 $945k 37k 25.54
Realty Income (O) 0.1 $943k 15k 61.18
V.F. Corporation (VFC) 0.1 $943k 56k 16.99
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $937k 9.3k 100.72
Citigroup Com New (C) 0.1 $928k 8.2k 113.40
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $922k 23k 39.68
Spdr Series Trust State Street Spd (SLYG) 0.1 $897k 9.3k 96.62
Ameriprise Financial (AMP) 0.1 $892k 2.0k 444.40
MercadoLibre (MELI) 0.0 $875k 506.00 1729.02
Versant Media Group Com Cl A (VSNT) 0.0 $874k 24k 37.02
Consolidated Edison (ED) 0.0 $873k 7.7k 113.19
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.0 $869k 21k 40.78
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.0 $865k 9.5k 91.48
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $864k 7.1k 121.19
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $858k 7.7k 111.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $855k 19k 45.62
Oklo Com Cl A (OKLO) 0.0 $853k 17k 49.59
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $842k 17k 51.18
Nxp Semiconductors N V (NXPI) 0.0 $838k 4.3k 196.86
AFLAC Incorporated (AFL) 0.0 $828k 7.5k 109.72
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.0 $828k 25k 33.47
Nuveen Equity Premium and Growth Fund (SPXX) 0.0 $823k 51k 16.07
Hartford Financial Services (HIG) 0.0 $820k 6.1k 135.21
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $816k 24k 33.37
CSX Corporation (CSX) 0.0 $815k 20k 41.05
Ishares Tr National Mun Etf (MUB) 0.0 $812k 7.7k 106.15
Rocket Cos Com Cl A (RKT) 0.0 $801k 56k 14.25
Ishares Tr Select Divid Etf (DVY) 0.0 $799k 5.3k 151.40
Novo-nordisk A S Adr Call Option (NVO) 0.0 $797k 22k 36.75
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $794k 17k 47.55
Voyager Therapeutics (VYGR) 0.0 $794k 206k 3.86
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $790k 16k 49.37
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $789k 16k 50.66
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $785k 7.4k 106.50
Diageo Spon Adr New (DEO) 0.0 $782k 11k 74.44
Parker-Hannifin Corporation (PH) 0.0 $781k 872.00 895.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $780k 5.5k 142.43
Stryker Corporation (SYK) 0.0 $776k 2.4k 328.72
Comstock Resources (CRK) 0.0 $775k 37k 21.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $773k 16k 48.05
Ishares Tr Tips Bd Etf (TIP) 0.0 $772k 7.0k 110.36
Renatus Tactical Acquis Unit 05/15/2030 (RTACU) 0.0 $766k 73k 10.49
Aim Etf Products Trust Allianzim Us Equ (SIXZ) 0.0 $762k 26k 29.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $761k 7.8k 97.22
Blackstone Group Inc Com Cl A (BX) 0.0 $756k 6.6k 114.98
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $754k 9.4k 80.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $754k 1.8k 426.45
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $752k 33k 23.14
Jd.com Spon Ads Cl A (JD) 0.0 $750k 25k 29.57
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $744k 12k 64.97
Wec Energy Group (WEC) 0.0 $742k 6.4k 115.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $742k 3.4k 217.20
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $742k 7.7k 96.69
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $742k 2.2k 337.95
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $741k 13k 55.36
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $737k 6.6k 112.30
Kraneshares Trust Global Humanoid (KOID) 0.0 $734k 24k 31.20
Cosan S A Ads (CSAN) 0.0 $728k 177k 4.12
Bondbloxx Etf Trust Ir M Taxaware (TAXX) 0.0 $723k 14k 50.56
Aim Etf Products Trust Allianzim Us Eqt (DECW) 0.0 $721k 22k 33.41
Automatic Data Processing (ADP) 0.0 $717k 3.5k 203.15
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.0 $710k 14k 49.17
Freeport Mcmoran CL B (FCX) 0.0 $708k 12k 58.78
Bio Rad Labs Cl A (BIO) 0.0 $706k 2.5k 278.75
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.0 $706k 15k 46.74
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $700k 14k 50.41
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.0 $688k 16k 43.59
Carrier Global Corporation (CARR) 0.0 $683k 12k 56.31
Abbott Laboratories (ABT) 0.0 $680k 6.6k 102.67
Docusign Call Option (DOCU) 0.0 $679k 14k 47.41
Lowe's Companies (LOW) 0.0 $678k 2.9k 236.34
AVINO SILVER & GOLD Mines Lt (ASM) 0.0 $674k 107k 6.32
Cloudflare Cl A Com (NET) 0.0 $673k 3.3k 206.34
Unum (UNM) 0.0 $671k 9.2k 73.03
Totalenergies Se Act (TTE) 0.0 $669k 7.4k 90.98
Sei Exchange Traded Funds Select Intl Equi (SEIE) 0.0 $665k 20k 32.60
Mp Materials Corp Com Cl A (MP) 0.0 $664k 14k 48.26
Kaspi Kz Jsc Sponsored Ads (KSPI) 0.0 $663k 9.0k 74.07
Anthem (ELV) 0.0 $655k 2.2k 292.83
Ecopetrol S A Sponsored Ads (EC) 0.0 $644k 43k 14.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $643k 22k 29.08
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $638k 5.1k 125.46
First Tr Exchange-traded SHS (FVD) 0.0 $637k 14k 47.03
Capital One Financial (COF) 0.0 $636k 3.5k 182.39
Phillips 66 (PSX) 0.0 $624k 3.4k 182.17
Flexshares Tr Us Quality Cap (QLC) 0.0 $623k 8.0k 78.16
United Parcel Svcs CL B (UPS) 0.0 $617k 6.3k 98.37
Clough Global Opportunities Sh Ben Int (GLO) 0.0 $614k 110k 5.57
Arista Networks Com Shs (ANET) 0.0 $604k 4.9k 122.78
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $603k 14k 43.66
Southern Company (SO) 0.0 $594k 6.2k 96.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $594k 25k 24.27
Ishares Tr Europe Etf (IEV) 0.0 $586k 8.6k 67.94
Central Europe and Russia Fund (CEE) 0.0 $581k 32k 18.30
Aim Etf Products Trust Allianzim Us Eq (APRT) 0.0 $579k 14k 42.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $579k 7.3k 79.56
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $571k 14k 42.22
Ciena Corp Com New (CIEN) 0.0 $571k 1.5k 388.23
Nuveen Real (JRI) 0.0 $569k 46k 12.30
Intel Corporation (INTC) 0.0 $564k 13k 44.13
Aim Etf Products Trust Allianzim Us Equ (OCTW) 0.0 $564k 15k 38.47
Wayfair Cl A (W) 0.0 $561k 7.5k 75.20
Aim Etf Products Trust Allianzim Us Eqt (APRW) 0.0 $560k 16k 35.38
Grupo Financiero Galicia Sponsored Adr (GGAL) 0.0 $560k 12k 46.71
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $560k 29k 19.30
Motorola Solutions Com New (MSI) 0.0 $558k 1.3k 433.65
Pimco Dynamic Income SHS (PDI) 0.0 $557k 33k 17.11
Cameco Corporation (CCJ) 0.0 $554k 5.1k 108.63
Aim Etf Products Trust Allianzim Us Equ (ARLU) 0.0 $549k 19k 28.69
Texas Instruments Incorporated (TXN) 0.0 $545k 2.8k 194.18
Bloom Energy Corp Com Cl A (BE) 0.0 $542k 4.0k 135.49
Ishares Tr Gnma Bond Etf (GNMA) 0.0 $542k 12k 44.33
Aim Etf Products Trust Allianzim Us Eqt (OCTT) 0.0 $541k 13k 42.32
Select Sector Spdr Tr State Street Con (XLY) 0.0 $539k 4.9k 108.98
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $533k 9.7k 55.20
Ero Copper Corp (ERO) 0.0 $532k 20k 26.67
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $532k 48k 11.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $532k 22k 24.75
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.0 $532k 20k 26.79
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.0 $528k 9.7k 54.55
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $527k 23k 22.95
Kimberly-Clark Corporation (KMB) 0.0 $526k 5.5k 96.47
Thermo Fisher Scientific (TMO) 0.0 $523k 1.1k 491.53
Nebius Group Shs Class A (NBIS) 0.0 $521k 5.0k 103.76
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $520k 69k 7.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $519k 9.9k 52.56
Toll Brothers (TOL) 0.0 $519k 3.8k 136.47
Stanley Black & Decker (SWK) 0.0 $518k 7.3k 71.05
First Solar (FSLR) 0.0 $511k 2.6k 197.26
Arm Holdings Sponsored Ads (ARM) 0.0 $507k 3.4k 151.28
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $507k 12k 43.13
Celestica (CLS) 0.0 $504k 1.8k 281.68
D-wave Quantum (QBTS) 0.0 $503k 35k 14.43
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $503k 14k 35.53
Bristol Myers Squibb (BMY) 0.0 $496k 8.2k 60.66
Trane Technologies SHS (TT) 0.0 $496k 1.2k 416.74
DTE Energy Company (DTE) 0.0 $495k 3.4k 146.24
Vail Resorts (MTN) 0.0 $494k 3.9k 128.32
Vanguard Index Fds Value Etf (VTV) 0.0 $493k 2.5k 196.25
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $491k 14k 34.55
Harrow Health (HROW) 0.0 $490k 14k 35.26
Corning Incorporated (GLW) 0.0 $490k 3.6k 135.97
MetLife (MET) 0.0 $486k 6.9k 70.72
Sei Exchange Traded Funds Dbi Multi-strgy (QALT) 0.0 $484k 19k 25.30
Universal Corporation (UVV) 0.0 $484k 9.2k 52.70
Aim Etf Products Trust Allianzim Us Eqt (NVBW) 0.0 $481k 15k 33.28
Prologis (PLD) 0.0 $480k 3.6k 132.18
Innovator Etfs Trust Equity Def Protn (TJUL) 0.0 $476k 16k 29.36
Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $471k 11k 44.87
Blackrock Capital Allocation Trust (BCAT) 0.0 $471k 33k 14.13
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $470k 5.0k 93.91
Ares Capital Corporation (ARCC) 0.0 $469k 26k 18.02
Fiserv (FISV) 0.0 $468k 8.4k 55.80
Enterprise Products Partners (EPD) 0.0 $465k 12k 37.84
Ishares Esg Awr Msci Em (ESGE) 0.0 $464k 10k 45.47
Oneok (OKE) 0.0 $462k 5.1k 90.39
Royal Caribbean Cruises (RCL) 0.0 $460k 1.7k 275.18
Blackrock Etf Trust Ishares Defense (IDEF) 0.0 $456k 14k 32.72
Casella Waste Sys Cl A (CWST) 0.0 $456k 5.7k 79.34
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.0 $455k 17k 26.56
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $453k 7.6k 59.55
Manulife Finl Corp (MFC) 0.0 $453k 13k 34.44
Pagaya Technologies Cl A New (PGY) 0.0 $452k 39k 11.65
eBay (EBAY) 0.0 $452k 5.0k 91.02
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $447k 1.2k 383.40
Aim Etf Products Trust Allianzim Us Eqt (OCTU) 0.0 $437k 16k 27.61
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $437k 11k 40.19
Ishares Emng Mkts Eqt (EMGF) 0.0 $431k 7.1k 60.43
O'reilly Automotive (ORLY) 0.0 $431k 4.7k 92.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $424k 5.1k 82.57
Aim Etf Products Trust Allianzim Us (SIXF) 0.0 $423k 14k 31.41
Flexshares Tr Cre Slct Bd Fd (BNDC) 0.0 $422k 19k 22.24
Rubrik Cl A (RBRK) 0.0 $419k 8.5k 48.97
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.0 $419k 3.6k 117.18
Ssga Active Tr State Street Us (XLSR) 0.0 $416k 7.2k 57.74
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $416k 4.2k 100.18
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $412k 3.3k 125.13
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.0 $410k 21k 19.96
Aim Etf Products Trust Allianzim Buffer (SPBW) 0.0 $410k 15k 27.22
Waste Management (WM) 0.0 $409k 1.8k 229.88
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $409k 8.5k 47.88
Pacer Fds Tr Developed Mrkt (ICOW) 0.0 $404k 9.5k 42.44
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $403k 67k 6.05
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $395k 8.0k 49.37
Pacer Fds Tr Swan Sos Flx Jan (PSFD) 0.0 $394k 11k 36.50
Dominion Resources (D) 0.0 $392k 6.3k 61.82
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $392k 38k 10.29
Starbucks Corporation (SBUX) 0.0 $390k 4.4k 89.58
Kkr & Co (KKR) 0.0 $390k 4.2k 92.51
Quanta Services (PWR) 0.0 $389k 708.00 549.02
Spdr Series Trust State Street Spd (XHB) 0.0 $387k 3.9k 98.72
Rithm Capital Corp Com New (RITM) 0.0 $386k 41k 9.48
Spdr Series Trust State Street Spd (SDY) 0.0 $385k 2.6k 145.94
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.0 $385k 7.5k 51.25
3M Company (MMM) 0.0 $384k 2.6k 145.20
FedEx Corporation (FDX) 0.0 $382k 1.1k 355.88
Hormel Foods Corporation (HRL) 0.0 $381k 17k 22.65
Roblox Corp Cl A (RBLX) 0.0 $377k 6.7k 56.56
Colgate-Palmolive Company (CL) 0.0 $375k 4.4k 85.25
Ptc (PTC) 0.0 $371k 2.6k 142.49
Flexshares Tr M Star Dev Mkt (TLTD) 0.0 $371k 4.0k 93.98
Accenture Plc Ireland Shs Class A (ACN) 0.0 $371k 1.9k 198.29
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.0 $371k 11k 34.11
Fastenal Company (FAST) 0.0 $365k 7.9k 46.40
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $364k 9.5k 38.42
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG) 0.0 $358k 9.7k 37.12
Peak (DOC) 0.0 $356k 22k 16.43
Ishares Tr Us Home Cons Etf (ITB) 0.0 $355k 3.9k 90.55
ConAgra Foods (CAG) 0.0 $354k 23k 15.72
Ishares Tr Core High Dv Etf (HDV) 0.0 $353k 2.6k 135.72
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.0 $353k 5.2k 67.92
Advanced Energy Industries (AEIS) 0.0 $352k 1.1k 322.71
Otis Worldwide Corp (OTIS) 0.0 $352k 4.6k 77.09
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $352k 266.00 1322.95
Coinbase Global Com Cl A (COIN) 0.0 $350k 2.0k 174.61
First Tr Exchange-traded A Com Shs (FTA) 0.0 $350k 3.8k 92.35
Generac Holdings (GNRC) 0.0 $348k 1.8k 195.33
Hilton Worldwide Holdings (HLT) 0.0 $348k 1.1k 304.25
Chubb (CB) 0.0 $347k 1.1k 325.63
Marriott Intl Cl A (MAR) 0.0 $346k 1.1k 327.07
Delta Air Lines Com New (DAL) 0.0 $345k 5.2k 66.49
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.0 $344k 5.5k 62.53
Public Service Enterprise (PEG) 0.0 $344k 4.3k 80.95
Nuveen Insd Dividend Advantage (NVG) 0.0 $344k 28k 12.33
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $343k 7.5k 45.80
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $343k 4.8k 71.41
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $343k 4.2k 82.44
Emerson Electric (EMR) 0.0 $342k 2.6k 131.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $339k 13k 25.64
First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.0 $338k 17k 19.92
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $336k 6.7k 49.95
Cummins (CMI) 0.0 $336k 624.00 538.02
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $335k 3.6k 92.76
Travelers Companies (TRV) 0.0 $335k 1.1k 291.78
Western Digital (WDC) 0.0 $329k 1.2k 270.39
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $327k 7.4k 44.28
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.0 $326k 9.4k 34.76
Vertiv Holdings Com Cl A (VRT) 0.0 $324k 1.3k 250.63
Yum! Brands (YUM) 0.0 $324k 2.1k 155.50
Ishares Msci Eurzone Etf (EZU) 0.0 $324k 5.2k 62.64
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $323k 12k 27.15
Xpeng Ads (XPEV) 0.0 $320k 19k 17.11
Barings Bdc (BBDC) 0.0 $319k 39k 8.23
Ishares Ethereum Tr SHS (ETHA) 0.0 $317k 20k 15.83
Illinois Tool Works (ITW) 0.0 $317k 1.2k 260.29
General Motors Company (GM) 0.0 $313k 4.2k 74.50
Strategy Ns 7handl Idx (HNDL) 0.0 $312k 14k 21.84
Establishment Labs Holdings Ord (ESTA) 0.0 $310k 5.5k 56.78
Ishares Tr Esg Awr Msci Usa (EVUS) 0.0 $309k 9.7k 31.83
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.0 $308k 3.5k 86.93
Ishares Tr Russell 2000 Etf (IWM) 0.0 $307k 1.2k 248.00
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $306k 6.0k 50.81
Xpo Logistics Inc equity (XPO) 0.0 $306k 1.6k 194.55
Old Dominion Freight Line (ODFL) 0.0 $306k 1.6k 195.29
Capricor Therapeutics Com New (CAPR) 0.0 $304k 10k 30.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $302k 1.4k 213.64
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $299k 8.4k 35.52
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.0 $299k 7.7k 38.89
Unity Software (U) 0.0 $298k 14k 21.94
Corteva (CTVA) 0.0 $292k 3.5k 83.69
Exelon Corporation (EXC) 0.0 $292k 6.0k 49.03
Paychex (PAYX) 0.0 $290k 3.2k 92.15
Hca Holdings (HCA) 0.0 $289k 610.00 473.00
Exchange Place Advisors Trus North Square Rci (QTPI) 0.0 $284k 11k 25.35
Qorvo (QRVO) 0.0 $284k 3.7k 77.40
Hershey Company (HSY) 0.0 $284k 1.4k 207.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $284k 3.6k 78.41
Cheniere Energy Com New (LNG) 0.0 $284k 1.0k 283.76
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $283k 4.0k 70.37
Synopsys (SNPS) 0.0 $282k 712.00 396.48
AmerisourceBergen (COR) 0.0 $281k 892.00 314.45
Sei Exchange Traded Funds Select Emerging (SEEM) 0.0 $279k 8.5k 32.75
Rh (RH) 0.0 $278k 2.0k 139.82
First Tr Exchange-traded Growth Strength (FTGS) 0.0 $278k 8.2k 34.05
Iron Mountain (IRM) 0.0 $277k 2.7k 102.14
Cintas Corporation (CTAS) 0.0 $277k 1.6k 169.14
Kroger (KR) 0.0 $277k 3.8k 72.36
Sei Exchange Traded Funds Select Small Cap (SEIS) 0.0 $277k 10k 27.63
Uniqure Nv SHS (QURE) 0.0 $275k 17k 16.35
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $275k 1.9k 145.02
Flexshares Tr Iboxx 3r Targt (TDTT) 0.0 $274k 11k 24.24
Principal Financial (PFG) 0.0 $272k 3.0k 90.11
Deere & Company (DE) 0.0 $271k 480.00 564.19
Global X Fds Nasdq 100 Cvrdgw (QYLG) 0.0 $270k 10k 25.95
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $270k 1.2k 234.03
Coreweave Com Cl A (CRWV) 0.0 $269k 3.5k 77.47
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $269k 5.1k 52.33
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $268k 3.8k 71.19
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $267k 1.3k 208.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $265k 1.4k 184.28
Us Bancorp Com New (USB) 0.0 $262k 5.0k 52.02
Asa Gold And Precious Mtls L SHS (ASA) 0.0 $261k 4.2k 62.03
Williams Companies (WMB) 0.0 $260k 3.6k 72.78
Cincinnati Financial Corporation (CINF) 0.0 $260k 1.7k 157.27
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $259k 2.7k 95.62
Solventum Corp Com Shs (SOLV) 0.0 $258k 4.0k 65.30
Metropcs Communications (TMUS) 0.0 $257k 1.2k 210.05
Nvent Elec SHS (NVT) 0.0 $255k 2.2k 118.32
Shell Spon Ads (SHEL) 0.0 $255k 2.7k 93.01
Moderna (MRNA) 0.0 $255k 5.0k 50.80
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $253k 5.2k 48.93
Global X Fds S&p 500 Covered (XYLG) 0.0 $252k 9.6k 26.28
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.0 $251k 6.3k 40.14
Norfolk Southern (NSC) 0.0 $250k 872.00 287.11
Spdr Series Trust State Street Spd (BIL) 0.0 $249k 2.7k 91.61
Citizens Financial (CFG) 0.0 $248k 4.1k 59.96
Amplify Etf Tr Cwp Intl Enhance (IDVO) 0.0 $247k 6.1k 40.47
Mondelez Intl Cl A (MDLZ) 0.0 $246k 4.3k 57.64
Crowdstrike Hldgs Cl A (CRWD) 0.0 $244k 624.00 390.66
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $241k 5.2k 45.89
Tractor Supply Company (TSCO) 0.0 $240k 5.3k 45.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $240k 2.8k 86.70
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.0 $239k 5.3k 45.18
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $237k 8.0k 29.49
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $236k 2.5k 95.44
Cadence Design Systems Call Option (CDNS) 0.0 $236k 850.00 277.87
ACI Worldwide (ACIW) 0.0 $236k 5.8k 41.01
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $235k 5.6k 42.31
Innovator Etfs Trust Equity Defined P (ZSEP) 0.0 $235k 8.8k 26.72
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $235k 2.5k 92.28
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $234k 4.6k 50.61
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $233k 1.6k 146.52
Cohen & Steers infrastucture Fund (UTF) 0.0 $233k 9.0k 25.88
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.0 $232k 8.8k 26.28
Pulte (PHM) 0.0 $230k 2.0k 117.61
salesforce (CRM) 0.0 $229k 1.2k 186.68
Abrdn Healthcare Opportuniti SHS (THQ) 0.0 $228k 14k 16.80
Overstock (BBBY) 0.0 $227k 49k 4.64
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $223k 2.9k 75.72
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.0 $222k 5.2k 42.53
Trustco Bk Corp N Y Com New (TRST) 0.0 $221k 5.1k 43.78
Danaher Corporation (DHR) 0.0 $221k 1.2k 189.60
Wp Carey (WPC) 0.0 $221k 3.2k 67.96
T Rowe Price Etf Capital Apprecia (TCAL) 0.0 $220k 9.9k 22.35
Qnity Electronics Common Stock (Q) 0.0 $220k 1.9k 115.41
PPG Industries (PPG) 0.0 $220k 2.1k 106.87
Granite Construction (GVA) 0.0 $219k 1.8k 119.88
Cbre Group Cl A (CBRE) 0.0 $218k 1.6k 135.46
EOG Resources (EOG) 0.0 $217k 1.5k 144.57
Vanguard World Comm Srvc Etf (VOX) 0.0 $216k 1.2k 179.95
Msc Income Fund (MSIF) 0.0 $215k 18k 12.18
Ishares Tr Core Divid Etf (DIVB) 0.0 $214k 4.0k 53.96
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $214k 1.8k 118.62
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $213k 4.3k 49.49
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $213k 2.8k 75.10
Toronto Dominion Bk Ont Com New (TD) 0.0 $212k 2.3k 93.31
Aim Etf Products Trust Allianzim 6 Mont (SPBX) 0.0 $211k 7.8k 26.97
First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $210k 1.9k 109.32
Uwm Holdings Corporation Com Cl A (UWMC) 0.0 $209k 58k 3.62
Dt Midstream Common Stock (DTM) 0.0 $207k 1.5k 134.61
Zeta Global Holdings Corp Cl A Call Option (ZETA) 0.0 $207k 13k 15.92
Wendy's/arby's Group (WEN) 0.0 $207k 30k 6.95
Ishares Tr Core Msci Euro (IEUR) 0.0 $206k 2.9k 70.29
Ishares Tr Large Cap Max Bu (DMAX) 0.0 $205k 7.7k 26.57
Ishares Tr Esg Select Scre (XVV) 0.0 $204k 4.1k 49.22
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.0 $204k 7.7k 26.43
Pentair SHS (PNR) 0.0 $203k 2.3k 87.11
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $202k 836.00 241.56
Gilead Sciences (GILD) 0.0 $202k 1.4k 139.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $202k 2.4k 82.75
Ishares Tr Core Msci Intl (IDEV) 0.0 $201k 2.4k 83.57
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $201k 2.2k 92.75
Asp Isotopes (ASPI) 0.0 $199k 45k 4.42
Brightspire Capital Com Cl A (BRSP) 0.0 $189k 34k 5.60
Global X Fds Russell 2000 (RYLD) 0.0 $185k 12k 14.95
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.0 $161k 14k 11.88
Nervgen Pharma Ord (NGENF) 0.0 $140k 37k 3.77
Purecycle Technologies (PCT) 0.0 $139k 27k 5.19
Fs Kkr Capital Corp (FSK) 0.0 $134k 13k 10.18
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.0 $125k 12k 10.54
Blend Labs Cl A (BLND) 0.0 $117k 69k 1.70
Aemetis Com New (AMTX) 0.0 $117k 37k 3.19
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $115k 10k 11.50
Goldman Sachs Bdc SHS (GSBD) 0.0 $114k 13k 8.88
Advent Claymore Convertible Sec & Inc (AVK) 0.0 $114k 10k 11.16
Prairie Oper (PROP) 0.0 $102k 50k 2.03
3d Sys Corp Del Com New (DDD) 0.0 $56k 30k 1.88
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $53k 14k 3.71
Horizon Technology Fin (HRZN) 0.0 $52k 13k 4.21
Kopin Corporation (KOPN) 0.0 $49k 22k 2.25
Nuvation Bio Com Cl A (NUVB) 0.0 $43k 10k 4.29
Plby Group Ord (PLBY) 0.0 $39k 25k 1.52
Bumble Com Cl A (BMBL) 0.0 $38k 12k 3.26
Ree Automotive Shs Cl A New (REE) 0.0 $32k 53k 0.60
Clover Health Investments Com Cl A (CLOV) 0.0 $18k 10k 1.76