Ridgewood Investments as of March 31, 2025
Portfolio Holdings for Ridgewood Investments
Ridgewood Investments holds 676 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.0 | $26M | 49k | 532.58 | |
| Ishares Tr Short Treas Bd (SHV) | 2.8 | $6.0M | 55k | 110.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.1M | 26k | 154.64 | |
| Markel Corporation (MKL) | 1.7 | $3.7M | 2.0k | 1869.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $3.6M | 7.1k | 513.87 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.6 | $3.4M | 29k | 115.95 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $3.2M | 41k | 78.28 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $2.9M | 50k | 58.69 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.3 | $2.8M | 28k | 100.67 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.7M | 10k | 258.63 | |
| Medtronic SHS (MDT) | 1.2 | $2.6M | 29k | 89.86 | |
| Microsoft Corporation (MSFT) | 1.1 | $2.3M | 6.2k | 375.37 | |
| Qualcomm (QCOM) | 1.0 | $2.2M | 14k | 153.61 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 1.0 | $2.1M | 29k | 74.72 | |
| Smith & Nephew Spdn Adr New (SNN) | 1.0 | $2.1M | 75k | 28.37 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $2.1M | 9.6k | 221.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.1M | 13k | 156.23 | |
| Pfizer (PFE) | 0.9 | $2.0M | 81k | 25.34 | |
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.9 | $2.0M | 24k | 82.54 | |
| Cnh Indl N V SHS (CNH) | 0.8 | $1.8M | 148k | 12.28 | |
| Meta Platforms Cl A (META) | 0.8 | $1.8M | 3.1k | 576.36 | |
| Henry Schein (HSIC) | 0.8 | $1.7M | 25k | 68.49 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.8 | $1.7M | 56k | 30.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.7M | 10k | 166.00 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.7M | 28k | 60.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.7M | 3.6k | 468.98 | |
| T. Rowe Price (TROW) | 0.8 | $1.7M | 18k | 91.87 | |
| AFLAC Incorporated (AFL) | 0.7 | $1.6M | 15k | 111.19 | |
| United Parcel Service CL B (UPS) | 0.7 | $1.6M | 15k | 109.99 | |
| Old Republic International Corporation (ORI) | 0.7 | $1.6M | 41k | 39.22 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $1.6M | 8.9k | 179.71 | |
| Hci (HCI) | 0.7 | $1.6M | 11k | 149.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.7 | $1.5M | 12k | 132.23 | |
| Nutrien (NTR) | 0.7 | $1.5M | 30k | 49.67 | |
| Netease Sponsored Ads (NTES) | 0.6 | $1.4M | 14k | 102.92 | |
| Msc Indl Direct Cl A (MSM) | 0.6 | $1.4M | 18k | 77.67 | |
| Archer Daniels Midland Company (ADM) | 0.6 | $1.4M | 28k | 48.01 | |
| Microchip Technology (MCHP) | 0.6 | $1.4M | 28k | 48.41 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $1.3M | 14k | 93.66 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.3M | 3.5k | 383.54 | |
| Cme (CME) | 0.6 | $1.3M | 4.9k | 265.29 | |
| Devon Energy Corporation (DVN) | 0.6 | $1.3M | 35k | 37.40 | |
| Gra (GGG) | 0.6 | $1.3M | 15k | 83.51 | |
| Walt Disney Company (DIS) | 0.6 | $1.2M | 13k | 98.70 | |
| Applied Materials (AMAT) | 0.6 | $1.2M | 8.4k | 145.12 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.2M | 6.2k | 194.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 4.4k | 274.84 | |
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.2M | 32k | 36.90 | |
| Amazon (AMZN) | 0.5 | $1.2M | 6.2k | 190.26 | |
| Cisco Systems (CSCO) | 0.5 | $1.2M | 19k | 61.71 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $1.2M | 17k | 70.40 | |
| Bofi Holding (AX) | 0.5 | $1.2M | 18k | 64.52 | |
| Merck & Co (MRK) | 0.5 | $1.2M | 13k | 89.76 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $1.1M | 14k | 78.28 | |
| Nasdaq Omx (NDAQ) | 0.5 | $1.1M | 15k | 75.86 | |
| Verizon Communications (VZ) | 0.5 | $1.1M | 24k | 45.36 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $1.1M | 14k | 76.57 | |
| Rci Hospitality Hldgs (RICK) | 0.5 | $1.1M | 26k | 42.94 | |
| Boeing Company (BA) | 0.5 | $1.1M | 6.3k | 170.56 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $1.0M | 49k | 21.53 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.0M | 9.3k | 108.38 | |
| Air Products & Chemicals (APD) | 0.5 | $996k | 3.4k | 294.92 | |
| United Therapeutics Corporation (UTHR) | 0.5 | $987k | 3.2k | 308.27 | |
| Oracle Corporation (ORCL) | 0.4 | $975k | 7.0k | 139.82 | |
| Gilead Sciences (GILD) | 0.4 | $975k | 8.7k | 112.05 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $972k | 7.3k | 132.46 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $933k | 32k | 28.90 | |
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $929k | 10k | 92.03 | |
| Acme United Corporation (ACU) | 0.4 | $928k | 23k | 39.61 | |
| Analog Devices (ADI) | 0.4 | $920k | 4.6k | 201.67 | |
| Home Depot (HD) | 0.4 | $901k | 2.5k | 366.49 | |
| Hewlett Packard Enterprise (HPE) | 0.4 | $895k | 58k | 15.43 | |
| Dominion Resources (D) | 0.4 | $888k | 16k | 56.07 | |
| Broadcom (AVGO) | 0.4 | $881k | 5.3k | 167.43 | |
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $871k | 13k | 68.06 | |
| Hubspot (HUBS) | 0.4 | $843k | 1.5k | 571.29 | |
| Vale S A Sponsored Ads (VALE) | 0.4 | $834k | 84k | 9.98 | |
| 3M Company (MMM) | 0.4 | $833k | 5.7k | 146.86 | |
| International Business Machines (IBM) | 0.4 | $833k | 3.3k | 248.66 | |
| Mosaic (MOS) | 0.4 | $808k | 30k | 27.01 | |
| American Tower Reit (AMT) | 0.4 | $806k | 3.7k | 217.62 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $801k | 17k | 46.31 | |
| Johnson & Johnson (JNJ) | 0.4 | $800k | 4.8k | 165.84 | |
| Perrigo SHS (PRGO) | 0.4 | $783k | 28k | 28.04 | |
| Middleby Corporation (MIDD) | 0.4 | $776k | 5.1k | 151.98 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $764k | 7.0k | 108.69 | |
| American Express Company (AXP) | 0.3 | $756k | 2.8k | 269.05 | |
| Ishares Tr Msci China Etf (MCHI) | 0.3 | $732k | 14k | 54.40 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $727k | 27k | 26.58 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $719k | 2.9k | 244.62 | |
| EOG Resources (EOG) | 0.3 | $718k | 5.6k | 128.24 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $714k | 29k | 24.34 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $687k | 5.8k | 118.92 | |
| Chevron Corporation (CVX) | 0.3 | $680k | 4.1k | 167.29 | |
| Paypal Holdings (PYPL) | 0.3 | $678k | 10k | 65.25 | |
| Yum China Holdings (YUMC) | 0.3 | $670k | 13k | 52.06 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $669k | 9.4k | 71.43 | |
| Newtekone Com New (NEWT) | 0.3 | $628k | 53k | 11.96 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $621k | 7.9k | 78.94 | |
| Royalty Pharma Shs Class A (RPRX) | 0.3 | $612k | 20k | 31.13 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $606k | 7.2k | 83.61 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $600k | 8.3k | 72.70 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $590k | 9.7k | 60.66 | |
| Otis Worldwide Corp (OTIS) | 0.3 | $585k | 5.7k | 103.20 | |
| Huntington Ingalls Inds (HII) | 0.3 | $579k | 2.8k | 204.01 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.3 | $576k | 39k | 14.72 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $558k | 15k | 36.41 | |
| Aon Shs Cl A (AON) | 0.3 | $557k | 1.4k | 399.09 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $555k | 12k | 46.81 | |
| Apple (AAPL) | 0.3 | $555k | 2.5k | 222.09 | |
| Tyson Foods Cl A (TSN) | 0.3 | $551k | 8.6k | 63.81 | |
| Lowe's Companies (LOW) | 0.3 | $550k | 2.4k | 233.23 | |
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $539k | 20k | 26.38 | |
| Kinder Morgan (KMI) | 0.2 | $535k | 19k | 28.53 | |
| Amgen (AMGN) | 0.2 | $532k | 1.7k | 311.55 | |
| Heritage Global (HGBL) | 0.2 | $526k | 241k | 2.18 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $506k | 10k | 48.82 | |
| Core Labs Nv (CLB) | 0.2 | $502k | 34k | 14.99 | |
| Unity Software (U) | 0.2 | $498k | 25k | 19.59 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.2 | $496k | 16k | 30.32 | |
| Becton, Dickinson and (BDX) | 0.2 | $489k | 2.1k | 229.09 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $480k | 5.0k | 95.37 | |
| Tesla Motors (TSLA) | 0.2 | $471k | 1.8k | 259.18 | |
| Netflix (NFLX) | 0.2 | $468k | 502.00 | 932.53 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $444k | 808.00 | 550.03 | |
| General Dynamics Corporation (GD) | 0.2 | $444k | 1.6k | 272.50 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $442k | 31k | 14.34 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $430k | 8.2k | 52.37 | |
| Bhp Group Sponsored Ads (BHP) | 0.2 | $428k | 8.8k | 48.54 | |
| Ishares Tr Cmbs Etf (CMBS) | 0.2 | $416k | 8.7k | 48.00 | |
| Philip Morris International (PM) | 0.2 | $413k | 2.6k | 158.74 | |
| Pinterest Cl A (PINS) | 0.2 | $409k | 13k | 31.00 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $393k | 2.1k | 186.29 | |
| Kla Corp Com New (KLAC) | 0.2 | $387k | 569.00 | 679.80 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $386k | 582.00 | 662.63 | |
| Loews Corporation (L) | 0.2 | $386k | 4.2k | 91.91 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $371k | 1.2k | 312.04 | |
| Eli Lilly & Co. (LLY) | 0.2 | $368k | 446.00 | 825.91 | |
| Citigroup Com New (C) | 0.2 | $365k | 5.1k | 70.98 | |
| Polaris Industries (PII) | 0.2 | $357k | 8.7k | 40.94 | |
| Deere & Company (DE) | 0.2 | $355k | 757.00 | 469.35 | |
| eBay (EBAY) | 0.2 | $351k | 5.2k | 67.73 | |
| Whitestone REIT (WSR) | 0.2 | $350k | 24k | 14.57 | |
| Helmerich & Payne (HP) | 0.2 | $350k | 13k | 26.12 | |
| A. O. Smith Corporation (AOS) | 0.2 | $345k | 5.3k | 65.37 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $337k | 1.2k | 288.14 | |
| salesforce (CRM) | 0.2 | $337k | 1.3k | 268.36 | |
| Clorox Company (CLX) | 0.2 | $331k | 2.3k | 147.27 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $331k | 5.7k | 58.29 | |
| State Street Corporation (STT) | 0.1 | $314k | 3.5k | 89.53 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $314k | 2.7k | 115.60 | |
| Canadian Natl Ry (CNI) | 0.1 | $313k | 3.2k | 97.46 | |
| Shopify Cl A (SHOP) | 0.1 | $306k | 3.2k | 95.48 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $306k | 12k | 24.86 | |
| Cava Group Ord (CAVA) | 0.1 | $304k | 3.5k | 86.41 | |
| Docusign (DOCU) | 0.1 | $303k | 3.7k | 81.40 | |
| Progressive Corporation (PGR) | 0.1 | $299k | 1.1k | 283.01 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $289k | 13k | 21.96 | |
| TJX Companies (TJX) | 0.1 | $273k | 2.2k | 121.80 | |
| Humana (HUM) | 0.1 | $272k | 1.0k | 264.60 | |
| Black Hills Corporation (BKH) | 0.1 | $270k | 4.5k | 60.65 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $270k | 3.3k | 82.73 | |
| Pepsi (PEP) | 0.1 | $268k | 1.8k | 149.94 | |
| CoStar (CSGP) | 0.1 | $262k | 3.3k | 79.23 | |
| Vail Resorts (MTN) | 0.1 | $252k | 1.6k | 160.02 | |
| GSK Sponsored Adr (GSK) | 0.1 | $248k | 6.4k | 38.74 | |
| Cdw (CDW) | 0.1 | $248k | 1.5k | 160.26 | |
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $247k | 3.8k | 64.20 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $244k | 1.5k | 160.23 | |
| Tractor Supply Company (TSCO) | 0.1 | $239k | 4.3k | 55.10 | |
| Kinsale Cap Group (KNSL) | 0.1 | $238k | 488.00 | 486.71 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $235k | 4.6k | 51.49 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $234k | 4.1k | 57.60 | |
| Waste Management (WM) | 0.1 | $233k | 1.0k | 231.57 | |
| Rb Global (RBA) | 0.1 | $231k | 2.3k | 100.32 | |
| Waters Corporation (WAT) | 0.1 | $223k | 606.00 | 368.57 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $220k | 713.00 | 308.88 | |
| Open Text Corp (OTEX) | 0.1 | $219k | 8.7k | 25.26 | |
| CSX Corporation (CSX) | 0.1 | $217k | 7.4k | 29.43 | |
| Simon Property (SPG) | 0.1 | $213k | 1.3k | 166.08 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $207k | 1.0k | 206.48 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $206k | 5.0k | 41.12 | |
| Research Solutions (RSSS) | 0.1 | $203k | 78k | 2.60 | |
| FedEx Corporation (FDX) | 0.1 | $197k | 807.00 | 243.78 | |
| Snowflake Cl A (SNOW) | 0.1 | $192k | 1.3k | 146.16 | |
| Electronic Arts (EA) | 0.1 | $189k | 1.3k | 144.52 | |
| Wec Energy Group (WEC) | 0.1 | $188k | 1.7k | 108.98 | |
| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.1 | $188k | 3.9k | 47.70 | |
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $187k | 4.5k | 41.37 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $185k | 1.1k | 172.23 | |
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $181k | 2.9k | 61.72 | |
| L3harris Technologies (LHX) | 0.1 | $179k | 854.00 | 209.31 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $177k | 1.5k | 118.13 | |
| Starbucks Corporation (SBUX) | 0.1 | $173k | 1.8k | 98.09 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $172k | 5.2k | 32.99 | |
| Realty Income (O) | 0.1 | $172k | 3.0k | 58.01 | |
| MercadoLibre (MELI) | 0.1 | $172k | 88.00 | 1950.88 | |
| Bank of America Corporation (BAC) | 0.1 | $169k | 4.1k | 41.73 | |
| Enterprise Products Partners (EPD) | 0.1 | $164k | 4.8k | 34.14 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $164k | 849.00 | 193.02 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $160k | 1.5k | 103.47 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $157k | 3.5k | 45.26 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $157k | 306.00 | 511.54 | |
| CRA International (CRAI) | 0.1 | $156k | 900.00 | 173.20 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $155k | 1.9k | 81.76 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $153k | 8.4k | 18.25 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $151k | 2.2k | 69.44 | |
| Bank Ozk (OZK) | 0.1 | $147k | 3.4k | 43.45 | |
| Gan SHS | 0.1 | $146k | 82k | 1.77 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $146k | 1.3k | 111.48 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $146k | 860.00 | 169.20 | |
| Cbiz (CBZ) | 0.1 | $140k | 1.9k | 75.86 | |
| Costco Wholesale Corporation (COST) | 0.1 | $140k | 148.00 | 945.78 | |
| Fat Brands Class A Com (FAT) | 0.1 | $140k | 49k | 2.88 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $139k | 1.4k | 98.92 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $137k | 2.5k | 54.89 | |
| Sophia Genetics Sa Ordinary Shares (SOPH) | 0.1 | $135k | 41k | 3.32 | |
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $132k | 2.9k | 46.18 | |
| Mack-Cali Realty (VRE) | 0.1 | $132k | 7.8k | 16.92 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $132k | 235.00 | 559.39 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $131k | 2.2k | 58.34 | |
| Hartford Financial Services (HIG) | 0.1 | $130k | 1.1k | 123.68 | |
| Draftkings Com Cl A (DKNG) | 0.1 | $130k | 3.9k | 33.21 | |
| Stanley Black & Decker (SWK) | 0.1 | $127k | 1.7k | 76.88 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $125k | 3.2k | 39.36 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $124k | 2.5k | 50.21 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $123k | 202.00 | 607.85 | |
| Ford Motor Company (F) | 0.1 | $122k | 12k | 10.03 | |
| Under Armour CL C (UA) | 0.1 | $119k | 20k | 5.95 | |
| Barrick Gold Corp (GOLD) | 0.1 | $119k | 6.1k | 19.44 | |
| American Intl Group Com New (AIG) | 0.1 | $118k | 1.4k | 86.94 | |
| Bk Nova Cad (BNS) | 0.1 | $118k | 2.5k | 47.43 | |
| Jefferies Finl Group (JEF) | 0.1 | $118k | 2.2k | 53.57 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $117k | 2.0k | 58.35 | |
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.1 | $116k | 1.1k | 100.89 | |
| Copart (CPRT) | 0.1 | $115k | 2.0k | 56.59 | |
| Synopsys (SNPS) | 0.1 | $115k | 267.00 | 428.85 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $113k | 1.1k | 105.44 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.1 | $113k | 600.00 | 187.51 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $111k | 453.00 | 245.51 | |
| Carrier Global Corporation (CARR) | 0.1 | $109k | 1.7k | 63.39 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $109k | 908.00 | 119.46 | |
| Trane Technologies SHS (TT) | 0.0 | $108k | 321.00 | 336.92 | |
| Educational Development Corporation (EDUC) | 0.0 | $108k | 79k | 1.37 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $105k | 609.00 | 172.26 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $105k | 2.6k | 40.46 | |
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.0 | $104k | 4.3k | 24.28 | |
| Esab Corporation (ESAB) | 0.0 | $102k | 874.00 | 116.45 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $99k | 3.5k | 27.96 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $98k | 5.0k | 19.53 | |
| Belpointe Prep Unit Rp Ltd Lb A (OZ) | 0.0 | $97k | 1.5k | 64.50 | |
| Nucor Corporation (NUE) | 0.0 | $97k | 802.00 | 120.34 | |
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.0 | $96k | 1.2k | 82.17 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $93k | 1.0k | 92.85 | |
| Canadian Natural Resources (CNQ) | 0.0 | $92k | 3.0k | 30.80 | |
| Republic Services (RSG) | 0.0 | $91k | 376.00 | 242.04 | |
| Intel Corporation (INTC) | 0.0 | $91k | 4.0k | 22.71 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $90k | 8.8k | 10.24 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $89k | 1.3k | 66.95 | |
| Thomson Reuters Corp. (TRI) | 0.0 | $89k | 514.00 | 172.71 | |
| Boston Scientific Corporation (BSX) | 0.0 | $87k | 866.00 | 100.88 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $86k | 751.00 | 114.10 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $84k | 591.00 | 142.22 | |
| UMH Properties (UMH) | 0.0 | $84k | 4.5k | 18.70 | |
| Kroger (KR) | 0.0 | $82k | 1.2k | 67.69 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $80k | 1.3k | 59.75 | |
| Tc Energy Corp (TRP) | 0.0 | $80k | 1.7k | 47.20 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $79k | 928.00 | 85.07 | |
| Mueller Industries (MLI) | 0.0 | $78k | 1.0k | 76.14 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $78k | 142.00 | 547.18 | |
| Visa Com Cl A (V) | 0.0 | $78k | 221.00 | 350.46 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $77k | 612.00 | 125.97 | |
| Ansys (ANSS) | 0.0 | $77k | 243.00 | 316.56 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $77k | 649.00 | 118.35 | |
| Altria (MO) | 0.0 | $76k | 1.3k | 60.02 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $74k | 1.1k | 70.21 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $74k | 772.00 | 95.51 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $73k | 1.2k | 61.78 | |
| Pool Corporation (POOL) | 0.0 | $72k | 227.00 | 318.35 | |
| Procter & Gamble Company (PG) | 0.0 | $70k | 411.00 | 170.41 | |
| Invesco Exchange Traded Fd T Large Cap Growth (PWB) | 0.0 | $68k | 712.00 | 96.01 | |
| Sap Se Spon Adr (SAP) | 0.0 | $68k | 254.00 | 268.88 | |
| Target Corporation (TGT) | 0.0 | $68k | 650.00 | 104.36 | |
| Dropbox Cl A (DBX) | 0.0 | $67k | 2.5k | 26.71 | |
| Essex Property Trust (ESS) | 0.0 | $66k | 215.00 | 306.57 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $65k | 799.00 | 81.73 | |
| Travelers Companies (TRV) | 0.0 | $64k | 244.00 | 264.09 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $64k | 300.00 | 212.21 | |
| Ftai Aviation SHS (FTAI) | 0.0 | $63k | 571.00 | 111.09 | |
| UnitedHealth (UNH) | 0.0 | $63k | 121.00 | 521.59 | |
| Public Service Enterprise (PEG) | 0.0 | $63k | 764.00 | 82.33 | |
| At&t (T) | 0.0 | $63k | 2.2k | 28.27 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $62k | 821.00 | 76.04 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $62k | 1.1k | 57.43 | |
| Irsa Inversiones Y Rep S A Spon Gds Ech 10 (IRS) | 0.0 | $61k | 4.7k | 12.90 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $61k | 2.3k | 26.45 | |
| Uber Technologies (UBER) | 0.0 | $60k | 816.00 | 72.86 | |
| Portillos Com Cl A (PTLO) | 0.0 | $60k | 5.0k | 11.89 | |
| Rh (RH) | 0.0 | $59k | 253.00 | 234.41 | |
| Mercury Computer Systems (MRCY) | 0.0 | $58k | 1.4k | 43.09 | |
| Block Cl A (XYZ) | 0.0 | $57k | 1.0k | 54.33 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $57k | 2.2k | 25.39 | |
| Enbridge (ENB) | 0.0 | $57k | 1.3k | 44.30 | |
| Verisk Analytics (VRSK) | 0.0 | $57k | 190.00 | 297.62 | |
| Cresud S A C I F Y A Sponsored Adr (CRESY) | 0.0 | $56k | 5.1k | 11.05 | |
| Manulife Finl Corp (MFC) | 0.0 | $56k | 1.8k | 31.15 | |
| Juniper Networks (JNPR) | 0.0 | $56k | 1.5k | 36.19 | |
| Skyworks Solutions (SWKS) | 0.0 | $56k | 861.00 | 64.66 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $55k | 800.00 | 68.89 | |
| Roper Industries (ROP) | 0.0 | $55k | 93.00 | 589.58 | |
| Citizens Financial (CFG) | 0.0 | $55k | 1.3k | 40.97 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $54k | 417.00 | 128.96 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $52k | 712.00 | 73.48 | |
| Carvana Cl A (CVNA) | 0.0 | $52k | 250.00 | 209.08 | |
| Crown Castle Intl (CCI) | 0.0 | $52k | 500.00 | 104.23 | |
| Danaher Corporation (DHR) | 0.0 | $52k | 254.00 | 204.80 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $51k | 852.00 | 60.05 | |
| Customers Ban (CUBI) | 0.0 | $50k | 1.0k | 50.20 | |
| American Electric Power Company (AEP) | 0.0 | $50k | 453.00 | 109.37 | |
| Leidos Holdings (LDOS) | 0.0 | $49k | 365.00 | 134.85 | |
| Emergent BioSolutions (EBS) | 0.0 | $49k | 10k | 4.86 | |
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.0 | $49k | 600.00 | 80.77 | |
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $48k | 729.00 | 66.01 | |
| Transunion (TRU) | 0.0 | $48k | 574.00 | 82.99 | |
| Cheniere Energy Com New (LNG) | 0.0 | $47k | 205.00 | 231.40 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $47k | 193.00 | 244.03 | |
| Compass Diversified Sh Ben Int (CODI) | 0.0 | $47k | 2.5k | 18.67 | |
| Nextera Energy (NEE) | 0.0 | $47k | 657.00 | 70.89 | |
| Msci (MSCI) | 0.0 | $46k | 82.00 | 565.50 | |
| Sun Life Financial (SLF) | 0.0 | $46k | 800.00 | 57.26 | |
| Us Bancorp Del Com New (USB) | 0.0 | $46k | 1.1k | 42.22 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $45k | 1.1k | 42.37 | |
| Ge Aerospace Com New (GE) | 0.0 | $45k | 225.00 | 200.15 | |
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.0 | $45k | 900.00 | 49.63 | |
| Kellogg Company (K) | 0.0 | $45k | 541.00 | 82.49 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $44k | 1.1k | 41.21 | |
| Sabre (SABR) | 0.0 | $44k | 16k | 2.81 | |
| Fastenal Company (FAST) | 0.0 | $44k | 562.00 | 77.55 | |
| Medallion Financial (MFIN) | 0.0 | $44k | 5.0k | 8.71 | |
| Cae (CAE) | 0.0 | $43k | 1.8k | 24.59 | |
| Advanced Micro Devices (AMD) | 0.0 | $42k | 408.00 | 102.74 | |
| Equifax (EFX) | 0.0 | $42k | 172.00 | 243.56 | |
| PriceSmart (PSMT) | 0.0 | $42k | 475.00 | 87.85 | |
| Monday SHS (MNDY) | 0.0 | $41k | 170.00 | 243.16 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $41k | 900.00 | 45.19 | |
| S&p Global (SPGI) | 0.0 | $41k | 80.00 | 508.10 | |
| Dick's Sporting Goods (DKS) | 0.0 | $40k | 200.00 | 201.56 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $39k | 250.00 | 157.56 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $39k | 529.00 | 73.45 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $39k | 621.00 | 62.10 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $38k | 500.00 | 76.80 | |
| DTE Energy Company (DTE) | 0.0 | $38k | 276.00 | 138.27 | |
| Rollins (ROL) | 0.0 | $38k | 703.00 | 54.03 | |
| Wp Carey (WPC) | 0.0 | $38k | 600.00 | 63.11 | |
| Kraft Heinz (KHC) | 0.0 | $38k | 1.2k | 30.43 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $37k | 1.0k | 36.49 | |
| Abbott Laboratories (ABT) | 0.0 | $37k | 280.00 | 132.84 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $37k | 2.7k | 13.82 | |
| FirstEnergy (FE) | 0.0 | $37k | 916.00 | 40.41 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $37k | 110.00 | 334.48 | |
| Ecolab (ECL) | 0.0 | $37k | 145.00 | 253.52 | |
| Fortis (FTS) | 0.0 | $36k | 799.00 | 45.58 | |
| NVR (NVR) | 0.0 | $36k | 5.00 | 7244.40 | |
| Southwest Airlines (LUV) | 0.0 | $36k | 1.1k | 33.58 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $36k | 660.00 | 54.72 | |
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $36k | 1.3k | 27.13 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $35k | 440.00 | 79.37 | |
| Stonex Group (SNEX) | 0.0 | $34k | 450.00 | 76.38 | |
| Coca-Cola Company (KO) | 0.0 | $34k | 477.00 | 71.62 | |
| Zimmer Holdings (ZBH) | 0.0 | $34k | 300.00 | 113.18 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $34k | 510.00 | 66.44 | |
| Northern Trust Corporation (NTRS) | 0.0 | $34k | 343.00 | 98.65 | |
| Newmont Mining Corporation (NEM) | 0.0 | $34k | 700.00 | 48.28 | |
| Cibc Cad (CM) | 0.0 | $34k | 600.00 | 56.30 | |
| Compass Minerals International (CMP) | 0.0 | $33k | 3.6k | 9.29 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $33k | 800.00 | 41.13 | |
| Servicenow (NOW) | 0.0 | $33k | 41.00 | 796.15 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $32k | 50.00 | 634.24 | |
| Dlocal Class A Com (DLO) | 0.0 | $32k | 3.8k | 8.34 | |
| Lululemon Athletica (LULU) | 0.0 | $31k | 110.00 | 283.06 | |
| Colfax Corp (ENOV) | 0.0 | $31k | 797.00 | 38.21 | |
| Stellantis SHS (STLA) | 0.0 | $30k | 2.7k | 11.21 | |
| Rlx Technology Sponsored Ads (RLX) | 0.0 | $30k | 16k | 1.88 | |
| Fortive (FTV) | 0.0 | $30k | 408.00 | 73.18 | |
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $30k | 5.6k | 5.27 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $29k | 59.00 | 495.27 | |
| Novocure Ord Shs (NVCR) | 0.0 | $29k | 1.6k | 17.82 | |
| Suncor Energy (SU) | 0.0 | $29k | 750.00 | 38.72 | |
| Portland Gen Elec Com New (POR) | 0.0 | $29k | 645.00 | 44.60 | |
| Constellation Energy (CEG) | 0.0 | $28k | 141.00 | 201.63 | |
| CVS Caremark Corporation (CVS) | 0.0 | $28k | 416.00 | 67.75 | |
| Rbc Cad (RY) | 0.0 | $28k | 250.00 | 112.72 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $28k | 120.00 | 231.63 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $27k | 60.00 | 446.72 | |
| Rogers Communications CL B (RCI) | 0.0 | $27k | 1.0k | 26.73 | |
| Greenlight Capital Re Class A (GLRE) | 0.0 | $27k | 2.0k | 13.55 | |
| Ishares Tr Ultra Short-term (ICSH) | 0.0 | $27k | 523.00 | 50.70 | |
| Burford Cap Ord Shs (BUR) | 0.0 | $26k | 2.0k | 13.21 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.0 | $26k | 550.00 | 47.81 | |
| Ecopetrol S A Sponsored Ads (EC) | 0.0 | $26k | 2.5k | 10.44 | |
| HEICO Corporation (HEI) | 0.0 | $26k | 96.00 | 267.19 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $26k | 116.00 | 220.78 | |
| Ge Vernova (GEV) | 0.0 | $25k | 83.00 | 305.28 | |
| Snap Cl A (SNAP) | 0.0 | $25k | 2.9k | 8.71 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $24k | 1.2k | 19.78 | |
| Semtech Corporation (SMTC) | 0.0 | $24k | 700.00 | 34.40 | |
| Fat Brands Class B Com (FATBB) | 0.0 | $24k | 8.8k | 2.70 | |
| Caterpillar (CAT) | 0.0 | $24k | 72.00 | 329.81 | |
| Baxter International (BAX) | 0.0 | $23k | 682.00 | 34.23 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $23k | 300.00 | 77.63 | |
| Stryker Corporation (SYK) | 0.0 | $23k | 62.00 | 373.76 | |
| Entravision Communications C Cl A (EVC) | 0.0 | $23k | 11k | 2.10 | |
| IDEXX Laboratories (IDXX) | 0.0 | $23k | 55.00 | 419.95 | |
| Exelon Corporation (EXC) | 0.0 | $23k | 500.00 | 46.08 | |
| Telus Ord (TU) | 0.0 | $23k | 1.6k | 14.34 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $23k | 251.00 | 91.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $23k | 162.00 | 139.78 | |
| Nio Spon Ads (NIO) | 0.0 | $23k | 5.9k | 3.81 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $22k | 7.1k | 3.06 | |
| Oneok (OKE) | 0.0 | $22k | 218.00 | 99.22 | |
| Ingersoll Rand (IR) | 0.0 | $22k | 270.00 | 80.03 | |
| Cbre Group Cl A (CBRE) | 0.0 | $21k | 163.00 | 130.78 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $21k | 413.00 | 50.87 | |
| Reddit Cl A (RDDT) | 0.0 | $21k | 200.00 | 104.90 | |
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $21k | 350.00 | 59.51 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $21k | 109.00 | 190.58 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $21k | 226.00 | 91.73 | |
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $21k | 413.00 | 50.12 | |
| Globant S A (GLOB) | 0.0 | $21k | 175.00 | 117.72 | |
| Goldman Sachs (GS) | 0.0 | $20k | 37.00 | 546.30 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $20k | 15.00 | 1325.00 | |
| W.W. Grainger (GWW) | 0.0 | $20k | 20.00 | 987.85 | |
| WPP Adr (WPP) | 0.0 | $20k | 520.00 | 37.96 | |
| Diageo Spon Adr New (DEO) | 0.0 | $19k | 184.00 | 104.79 | |
| Paycom Software (PAYC) | 0.0 | $19k | 87.00 | 218.48 | |
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $19k | 350.00 | 54.02 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $18k | 216.00 | 84.81 | |
| Wal-Mart Stores (WMT) | 0.0 | $18k | 208.00 | 87.79 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $18k | 291.00 | 61.53 | |
| Intuit (INTU) | 0.0 | $18k | 29.00 | 614.00 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $18k | 209.00 | 85.18 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $18k | 475.00 | 36.99 | |
| RPM International (RPM) | 0.0 | $17k | 150.00 | 115.68 | |
| D.R. Horton (DHI) | 0.0 | $17k | 135.00 | 127.13 | |
| Canaan Sponsored Ads (CAN) | 0.0 | $17k | 20k | 0.88 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $17k | 500.00 | 33.99 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $17k | 176.00 | 96.48 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $17k | 83.00 | 199.49 | |
| Townsquare Media Cl A (TSQ) | 0.0 | $16k | 2.0k | 8.14 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $16k | 60.00 | 264.97 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $15k | 200.00 | 75.91 | |
| Twilio Cl A (TWLO) | 0.0 | $15k | 150.00 | 97.91 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $14k | 29.00 | 497.59 | |
| Heritage Ins Hldgs (HRTG) | 0.0 | $14k | 1.0k | 14.42 | |
| Upstart Hldgs (UPST) | 0.0 | $14k | 300.00 | 46.03 | |
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $14k | 120.00 | 113.76 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $14k | 158.00 | 85.98 | |
| Penumbra (PEN) | 0.0 | $13k | 50.00 | 267.42 | |
| iRobot Corporation (IRBT) | 0.0 | $13k | 4.9k | 2.70 | |
| Coupang Cl A (CPNG) | 0.0 | $13k | 600.00 | 21.93 | |
| Hp (HPQ) | 0.0 | $13k | 474.00 | 27.70 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $13k | 31.00 | 419.87 | |
| Under Armour Cl A (UAA) | 0.0 | $13k | 2.1k | 6.25 | |
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $13k | 323.00 | 39.73 | |
| Idt Corp Cl B New (IDT) | 0.0 | $13k | 250.00 | 51.31 | |
| Ametek (AME) | 0.0 | $12k | 70.00 | 172.14 | |
| Abbvie (ABBV) | 0.0 | $12k | 57.00 | 208.47 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $12k | 22.00 | 533.50 | |
| Workday Cl A (WDAY) | 0.0 | $12k | 50.00 | 233.54 | |
| Five Below (FIVE) | 0.0 | $11k | 152.00 | 74.93 | |
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $11k | 500.00 | 22.56 | |
| Prologis (PLD) | 0.0 | $11k | 100.00 | 111.79 | |
| Capital Southwest Corporation (CSWC) | 0.0 | $11k | 500.00 | 22.32 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $11k | 221.00 | 50.33 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $11k | 8.00 | 1383.25 | |
| Doordash Cl A (DASH) | 0.0 | $11k | 60.00 | 182.77 | |
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $11k | 1.5k | 7.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $11k | 159.00 | 67.85 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $11k | 110.00 | 97.48 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $11k | 155.00 | 68.56 | |
| Select Water Solutions Cl A Com (WTTR) | 0.0 | $11k | 1.0k | 10.50 | |
| Linde SHS (LIN) | 0.0 | $10k | 22.00 | 465.64 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $10k | 700.00 | 14.58 | |
| Qxo Com New (QXO) | 0.0 | $10k | 2.0k | 5.00 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $10k | 206.00 | 48.31 | |
| Haleon Spon Ads (HLN) | 0.0 | $9.9k | 960.00 | 10.29 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $9.8k | 116.00 | 84.51 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $9.8k | 18.00 | 542.39 | |
| Victory Portfolios Ii Vcshs Us Lrg Cap (CDL) | 0.0 | $9.3k | 136.00 | 68.49 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $9.3k | 200.00 | 46.56 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $9.3k | 100.00 | 92.51 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $9.2k | 97.00 | 94.67 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $9.0k | 132.00 | 68.47 | |
| East West Ban (EWBC) | 0.0 | $9.0k | 100.00 | 89.76 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $9.0k | 75.00 | 119.47 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $9.0k | 342.00 | 26.20 | |
| UniFirst Corporation (UNF) | 0.0 | $8.7k | 50.00 | 174.00 | |
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $8.7k | 54.00 | 160.69 | |
| AvalonBay Communities (AVB) | 0.0 | $8.6k | 40.00 | 214.62 | |
| Hershey Company (HSY) | 0.0 | $8.6k | 50.00 | 171.04 | |
| Inspired Entmt (INSE) | 0.0 | $8.5k | 1.0k | 8.54 | |
| South Bow Corp (SOBO) | 0.0 | $8.5k | 332.00 | 25.54 | |
| Albemarle Corporation (ALB) | 0.0 | $8.2k | 114.00 | 72.02 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $8.0k | 100.00 | 80.47 | |
| Lennar Corp Cl A (LEN) | 0.0 | $8.0k | 70.00 | 114.79 | |
| New York Times Cl A (NYT) | 0.0 | $7.9k | 160.00 | 49.60 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $7.9k | 133.00 | 59.40 | |
| Chubb (CB) | 0.0 | $7.9k | 26.00 | 302.00 | |
| Pampa Energia S A Spons Adr Lvl I (PAM) | 0.0 | $7.7k | 100.00 | 77.20 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $7.7k | 41.00 | 188.17 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $7.7k | 100.00 | 76.50 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $7.6k | 21.00 | 361.10 | |
| SYSCO Corporation (SYY) | 0.0 | $7.5k | 100.00 | 75.04 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $7.4k | 142.00 | 52.41 | |
| McKesson Corporation (MCK) | 0.0 | $7.4k | 11.00 | 673.00 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $7.3k | 267.00 | 27.47 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $7.3k | 20.00 | 366.55 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $7.2k | 85.00 | 85.05 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $7.2k | 110.00 | 65.10 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $7.1k | 27.00 | 264.74 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $7.1k | 73.00 | 97.45 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $7.1k | 163.00 | 43.60 | |
| Comfort Systems USA (FIX) | 0.0 | $7.1k | 22.00 | 322.32 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $7.1k | 49.00 | 144.41 | |
| PennantPark Investment (PNNT) | 0.0 | $7.0k | 1.0k | 7.03 | |
| Livexlive Media (LVO) | 0.0 | $7.0k | 10k | 0.70 | |
| Tyler Technologies (TYL) | 0.0 | $7.0k | 12.00 | 581.42 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $6.9k | 87.00 | 79.86 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $6.8k | 58.00 | 116.40 | |
| Sea Sponsord Ads (SE) | 0.0 | $6.5k | 50.00 | 130.50 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $6.5k | 100.00 | 65.17 | |
| Spire Global Com Cl A New (SPIR) | 0.0 | $6.5k | 800.00 | 8.09 | |
| Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) | 0.0 | $6.3k | 120.00 | 52.74 | |
| Iac Com New (IAC) | 0.0 | $6.3k | 137.00 | 45.94 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $6.3k | 209.00 | 30.10 | |
| Alcoa (AA) | 0.0 | $6.3k | 206.00 | 30.50 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $6.2k | 101.00 | 61.56 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $6.1k | 75.00 | 80.71 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.0 | $6.0k | 200.00 | 29.85 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $5.9k | 37.00 | 160.54 | |
| Starwood Property Trust (STWD) | 0.0 | $5.9k | 300.00 | 19.77 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $5.9k | 192.00 | 30.73 | |
| Green Brick Partners (GRBK) | 0.0 | $5.8k | 100.00 | 58.31 | |
| B. Riley Financial (RILY) | 0.0 | $5.8k | 1.5k | 3.87 | |
| Datadog Cl A Com (DDOG) | 0.0 | $5.8k | 58.00 | 99.21 | |
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $5.7k | 159.00 | 35.93 | |
| Emerson Electric (EMR) | 0.0 | $5.7k | 52.00 | 109.63 | |
| Motorola Solutions Com New (MSI) | 0.0 | $5.7k | 13.00 | 437.85 | |
| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.0 | $5.7k | 340.00 | 16.69 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $5.6k | 296.00 | 19.04 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $5.6k | 37.00 | 150.97 | |
| Spectrum Brands Holding (SPB) | 0.0 | $5.6k | 78.00 | 71.55 | |
| Biglari Hldgs Com Stk Cl A (BH.A) | 0.0 | $5.5k | 5.00 | 1100.00 | |
| Grupo Financiero Galicia Sponsored Adr (GGAL) | 0.0 | $5.4k | 100.00 | 54.47 | |
| Vitesse Energy Common Stock (VTS) | 0.0 | $5.4k | 221.00 | 24.59 | |
| Vontier Corporation (VNT) | 0.0 | $5.3k | 162.00 | 32.85 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $5.2k | 250.00 | 20.95 | |
| Grupo Supervielle Sponsored Adr (SUPV) | 0.0 | $5.2k | 400.00 | 13.06 | |
| Casey's General Stores (CASY) | 0.0 | $5.2k | 12.00 | 434.00 | |
| Siriuspoint (SPNT) | 0.0 | $5.2k | 300.00 | 17.29 | |
| Fiserv (FI) | 0.0 | $5.0k | 23.00 | 216.04 | |
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $4.9k | 68.00 | 71.56 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $4.8k | 53.00 | 90.55 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $4.8k | 100.00 | 47.58 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $4.7k | 8.00 | 591.88 | |
| Sl Green Realty Corp (SLG) | 0.0 | $4.7k | 82.00 | 57.70 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $4.7k | 70.00 | 66.64 | |
| Wells Fargo & Company (WFC) | 0.0 | $4.5k | 62.00 | 71.79 | |
| Truist Financial Corp equities (TFC) | 0.0 | $4.4k | 108.00 | 41.15 | |
| O'reilly Automotive (ORLY) | 0.0 | $4.3k | 3.00 | 1432.67 | |
| Honeywell International (HON) | 0.0 | $4.2k | 20.00 | 211.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $4.2k | 12.00 | 352.58 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $4.2k | 85.00 | 49.52 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $4.2k | 100.00 | 41.62 | |
| Hess (HES) | 0.0 | $4.2k | 26.00 | 159.73 | |
| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.0 | $3.9k | 300.00 | 13.16 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $3.9k | 39.00 | 100.62 | |
| Emcor (EME) | 0.0 | $3.7k | 10.00 | 369.60 | |
| Marvell Technology (MRVL) | 0.0 | $3.7k | 60.00 | 61.57 | |
| Valneva Se Sponsored Ads (VALN) | 0.0 | $3.7k | 550.00 | 6.71 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $3.6k | 114.00 | 31.96 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $3.6k | 22.00 | 165.59 | |
| Lovesac Company (LOVE) | 0.0 | $3.6k | 200.00 | 18.18 | |
| Rocky Mtn Chocolate Factory (RMCF) | 0.0 | $3.6k | 3.0k | 1.22 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $3.6k | 61.00 | 58.97 | |
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $3.5k | 242.00 | 14.50 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $3.5k | 100.00 | 35.04 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $3.5k | 44.00 | 78.89 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.4k | 144.00 | 23.43 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $3.4k | 122.00 | 27.57 | |
| CF Industries Holdings (CF) | 0.0 | $3.3k | 42.00 | 78.14 | |
| Vici Pptys (VICI) | 0.0 | $3.3k | 100.00 | 32.62 | |
| Illumina (ILMN) | 0.0 | $3.3k | 41.00 | 79.34 | |
| Rockwell Automation (ROK) | 0.0 | $3.2k | 13.00 | 248.46 | |
| Southern Company (SO) | 0.0 | $3.2k | 35.00 | 91.94 | |
| Direxion Shs Etf Tr Daily Jr Gld Min (JNUG) | 0.0 | $3.2k | 52.00 | 61.54 | |
| Ross Stores (ROST) | 0.0 | $3.1k | 24.00 | 127.79 | |
| Tuya Sponsered Ads (TUYA) | 0.0 | $3.0k | 1.0k | 3.03 | |
| U.S. Physical Therapy (USPH) | 0.0 | $2.9k | 40.00 | 72.35 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $2.9k | 26.00 | 110.92 | |
| Autodesk (ADSK) | 0.0 | $2.9k | 11.00 | 261.82 | |
| Zhihu Sponsored Ads (ZH) | 0.0 | $2.8k | 666.00 | 4.27 | |
| Aptar (ATR) | 0.0 | $2.8k | 19.00 | 146.42 | |
| AmerisourceBergen (COR) | 0.0 | $2.8k | 10.00 | 278.10 | |
| Maxcyte (MXCT) | 0.0 | $2.7k | 1.0k | 2.73 | |
| Wabtec Corporation (WAB) | 0.0 | $2.7k | 15.00 | 181.33 | |
| Wk Kellogg Com Shs | 0.0 | $2.7k | 135.00 | 19.93 | |
| Aaon Com Par $0.004 (AAON) | 0.0 | $2.7k | 34.00 | 78.12 | |
| Ameren Corporation (AEE) | 0.0 | $2.4k | 24.00 | 100.42 | |
| Xpeng Ads (XPEV) | 0.0 | $2.4k | 116.00 | 20.72 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $2.2k | 1.0k | 2.21 | |
| McDonald's Corporation (MCD) | 0.0 | $2.2k | 7.00 | 312.43 | |
| Asana Cl A (ASAN) | 0.0 | $2.2k | 150.00 | 14.57 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $2.2k | 45.00 | 48.44 | |
| Vaneck Etf Trust India Growth Ldr (GLIN) | 0.0 | $2.1k | 50.00 | 42.86 | |
| Range Resources (RRC) | 0.0 | $2.0k | 50.00 | 39.94 | |
| Match Group (MTCH) | 0.0 | $1.9k | 62.00 | 31.19 | |
| Nike CL B (NKE) | 0.0 | $1.9k | 29.00 | 64.03 | |
| Mongodb Cl A (MDB) | 0.0 | $1.8k | 10.00 | 175.40 | |
| Ishares Tr Self Drivng Ev (IDRV) | 0.0 | $1.8k | 60.00 | 29.23 | |
| Phillips 66 (PSX) | 0.0 | $1.7k | 14.00 | 123.50 | |
| Western Digital (WDC) | 0.0 | $1.7k | 42.00 | 40.26 | |
| MetLife (MET) | 0.0 | $1.7k | 21.00 | 80.29 | |
| Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $1.6k | 191.00 | 8.35 | |
| Kraneshares Trust Elec Veh Futur (KARS) | 0.0 | $1.5k | 72.00 | 21.22 | |
| BP Sponsored Adr (BP) | 0.0 | $1.5k | 44.00 | 33.80 | |
| Fmc Corp Com New (FMC) | 0.0 | $1.5k | 35.00 | 42.20 | |
| Aercap Holdings Nv SHS (AER) | 0.0 | $1.4k | 14.00 | 102.14 | |
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $1.4k | 300.00 | 4.53 | |
| Murphy Oil Corporation (MUR) | 0.0 | $1.3k | 45.00 | 28.40 | |
| NET Lease Office Properties (NLOP) | 0.0 | $1.3k | 40.00 | 31.38 | |
| M&T Bank Corporation (MTB) | 0.0 | $1.1k | 6.00 | 178.83 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.1k | 72.00 | 14.88 | |
| Hormel Foods Corporation (HRL) | 0.0 | $1.1k | 34.00 | 30.94 | |
| Altice Usa Cl A (ATUS) | 0.0 | $1.0k | 388.00 | 2.66 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $999.000000 | 300.00 | 3.33 | |
| General Motors Company (GM) | 0.0 | $941.000000 | 20.00 | 47.05 | |
| Angi Com Cl A New | 0.0 | $862.999200 | 56.00 | 15.41 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $783.000000 | 8.00 | 97.88 | |
| The9 Spon Ads (NCTY) | 0.0 | $751.000000 | 50.00 | 15.02 | |
| Contango Ore (CTGO) | 0.0 | $715.001000 | 70.00 | 10.21 | |
| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $673.998000 | 60.00 | 11.23 | |
| Macy's (M) | 0.0 | $640.998600 | 51.00 | 12.57 | |
| Oxbridge Re Hldgs SHS (OXBR) | 0.0 | $629.003700 | 333.00 | 1.89 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $628.000000 | 20.00 | 31.40 | |
| Hasbro (HAS) | 0.0 | $615.000000 | 10.00 | 61.50 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $610.000000 | 5.00 | 122.00 | |
| Nordstrom | 0.0 | $586.999200 | 24.00 | 24.46 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $508.000000 | 25.00 | 20.32 | |
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $453.000000 | 50.00 | 9.06 | |
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $408.999000 | 30.00 | 13.63 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $387.000600 | 14.00 | 27.64 | |
| Hf Sinclair Corp (DINO) | 0.0 | $350.000200 | 11.00 | 31.82 | |
| Orion Office Reit Inc-w/i (ONL) | 0.0 | $317.001200 | 148.00 | 2.14 | |
| Dxc Technology (DXC) | 0.0 | $307.000800 | 18.00 | 17.06 | |
| Lions Gate Entmnt Corp Cl B Non Vtg | 0.0 | $280.000000 | 35.00 | 8.00 | |
| Strategic Education (STRA) | 0.0 | $252.000000 | 3.00 | 84.00 | |
| Vimeo Common Stock (VMEO) | 0.0 | $246.999100 | 47.00 | 5.26 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $215.000000 | 20.00 | 10.75 | |
| Myriad Genetics (MYGN) | 0.0 | $207.000000 | 23.00 | 9.00 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $191.000000 | 8.00 | 23.88 | |
| Echostar Corp Cl A (SATS) | 0.0 | $153.000000 | 6.00 | 25.50 | |
| Grail (GRAL) | 0.0 | $153.000000 | 6.00 | 25.50 | |
| Herbalife Com Shs (HLF) | 0.0 | $116.999400 | 14.00 | 8.36 | |
| Nu Skin Enterprises Cl A (NUS) | 0.0 | $95.000100 | 13.00 | 7.31 | |
| Alcon Ord Shs (ALC) | 0.0 | $95.000000 | 1.00 | 95.00 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $72.000000 | 15.00 | 4.80 | |
| Kartoon Studios Com New (TOON) | 0.0 | $62.000000 | 100.00 | 0.62 | |
| Brighthouse Finl (BHF) | 0.0 | $58.000000 | 1.00 | 58.00 | |
| F&g Annuities & Life Common Stock (FG) | 0.0 | $58.000000 | 2.00 | 29.00 | |
| Chargepoint Holdings Com Cl A | 0.0 | $53.000400 | 87.00 | 0.61 | |
| Conduent Incorporate (CNDT) | 0.0 | $32.000400 | 12.00 | 2.67 | |
| Banco Santander Adr (SAN) | 0.0 | $21.000000 | 3.00 | 7.00 | |
| Tilray (TLRY) | 0.0 | $1.000000 | 2.00 | 0.50 | |
| 22nd Centy Group Com New | 0.0 | $1.000000 | 1.00 | 1.00 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $0 | 0 | 0.00 |