iShares S&P 1500 Index Fund
(ITOT)
|
26.8 |
$189M |
|
2.0M |
94.19 |
iShares Russell 3000 Index
(IWV)
|
9.2 |
$65M |
|
264k |
245.06 |
Vanguard Star Fd Intl Stk Idxf
(VXUS)
|
7.8 |
$55M |
|
1.0M |
53.52 |
Eagle View Investments
|
7.4 |
$52M |
|
1.3k |
40279.02 |
Vanguard FTSE All-World ex-US ETF
(VEU)
|
3.7 |
$26M |
|
510k |
51.87 |
Eagle View Alternative Investm
|
2.9 |
$21M |
|
1.0k |
20771.00 |
Apple
(AAPL)
|
2.8 |
$20M |
|
115k |
171.21 |
Spdr S&p 500 Etf
(SPY)
|
2.2 |
$16M |
|
36k |
427.47 |
JPMorgan BetaBuilders Japan ETF
(BBJP)
|
1.7 |
$12M |
|
236k |
50.24 |
iShares MSCI ACWI ex US Index Fund
(ACWX)
|
1.4 |
$10M |
|
214k |
47.01 |
iShares Gold Trust
(IAU)
|
1.4 |
$9.7M |
|
279k |
34.99 |
Microsoft Corporation
(MSFT)
|
1.3 |
$9.2M |
|
29k |
315.76 |
iShares S&P Global Energy Sector
(IXC)
|
1.2 |
$8.8M |
|
213k |
41.26 |
Dimensional Etf Trust
(DFEV)
|
1.1 |
$7.5M |
|
315k |
23.67 |
Spdr Series Trust dj ttl mkt etf
(SPTM)
|
1.0 |
$7.1M |
|
135k |
52.49 |
Dimensional Etf Trust
(DFIV)
|
0.9 |
$6.2M |
|
190k |
32.62 |
Exxon Mobil Corporation
(XOM)
|
0.9 |
$6.0M |
|
51k |
117.58 |
Palantir Technologies
(PLTR)
|
0.8 |
$5.9M |
|
368k |
16.00 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.8 |
$5.8M |
|
16k |
358.26 |
Marathon Oil Corporation
(MRO)
|
0.8 |
$5.6M |
|
208k |
26.75 |
Procter & Gamble Company
(PG)
|
0.8 |
$5.4M |
|
37k |
145.86 |
Network Associates Inc cl a
(NET)
|
0.7 |
$5.1M |
|
81k |
63.03 |
FLEXSHARES TR MORNSTAR usmkt
(TILT)
|
0.7 |
$5.1M |
|
31k |
162.90 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$5.1M |
|
35k |
145.02 |
Coca-Cola Company
(KO)
|
0.7 |
$4.8M |
|
86k |
55.99 |
Vanguard Europe Pacific ETF
(VEA)
|
0.7 |
$4.7M |
|
108k |
43.72 |
S&p Global
(SPGI)
|
0.7 |
$4.7M |
|
13k |
365.39 |
Vanguard Emerging Markets ETF
(VWO)
|
0.6 |
$4.4M |
|
112k |
39.21 |
Quanta Services
(PWR)
|
0.6 |
$4.2M |
|
23k |
187.09 |
ADR Novo-Nordisk Adr
(NVO)
|
0.6 |
$4.0M |
|
44k |
90.94 |
Health Care SPDR
(XLV)
|
0.5 |
$3.3M |
|
25k |
128.75 |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben
(BTT)
|
0.5 |
$3.2M |
|
167k |
19.41 |
Industrial SPDR
(XLI)
|
0.5 |
$3.2M |
|
32k |
101.37 |
ADR Nestle SA Sponsored Adr
(NSRGY)
|
0.4 |
$3.1M |
|
27k |
113.40 |
Cadence Bank
(CADE)
|
0.4 |
$3.0M |
|
143k |
21.22 |
Duke Energy
(DUK)
|
0.4 |
$3.0M |
|
34k |
88.27 |
Pepsi
(PEP)
|
0.4 |
$3.0M |
|
18k |
169.41 |
Crestwood Equity Partners master ltd part
|
0.4 |
$2.9M |
|
100k |
29.25 |
UnitedHealth
(UNH)
|
0.4 |
$2.9M |
|
5.7k |
504.22 |
Weyerhaeuser Company
(WY)
|
0.4 |
$2.8M |
|
93k |
30.66 |
Facebook Inc cl a
(META)
|
0.4 |
$2.8M |
|
9.4k |
300.23 |
Shell Plc Spon Ads Adr
(SHEL)
|
0.4 |
$2.7M |
|
42k |
64.38 |
Berkshire Hathaway
(BRK.A)
|
0.4 |
$2.7M |
|
5.00 |
531400.00 |
Chevron Corporation
(CVX)
|
0.4 |
$2.6M |
|
16k |
168.64 |
Texas Instruments Incorporated
(TXN)
|
0.3 |
$2.4M |
|
15k |
158.98 |
Abbvie
(ABBV)
|
0.3 |
$2.3M |
|
16k |
149.07 |
Union Pacific Corporation
(UNP)
|
0.3 |
$2.2M |
|
11k |
203.60 |
Johnson & Johnson
(JNJ)
|
0.3 |
$2.2M |
|
14k |
155.76 |
Materials SPDR
(XLB)
|
0.3 |
$2.1M |
|
27k |
78.56 |
iShares S&P Global Industrials Sec
(EXI)
|
0.3 |
$2.1M |
|
19k |
113.03 |
McDonald's Corporation
(MCD)
|
0.3 |
$2.1M |
|
7.9k |
263.42 |
iShares Russell Microcap Index
(IWC)
|
0.3 |
$2.0M |
|
20k |
100.12 |
Sendas Distribuidora S Spon Ad Adr
(ASAI)
|
0.3 |
$2.0M |
|
163k |
12.18 |
Technology SPDR
(XLK)
|
0.3 |
$2.0M |
|
12k |
163.97 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$1.9M |
|
28k |
69.84 |
Sprott Physical Gold & S
(CEF)
|
0.3 |
$1.9M |
|
107k |
17.32 |
Merck & Co
(MRK)
|
0.3 |
$1.9M |
|
18k |
102.96 |
Williams Companies
(WMB)
|
0.3 |
$1.9M |
|
55k |
33.69 |
Tyson Foods
(TSN)
|
0.3 |
$1.8M |
|
37k |
50.49 |
Mondelez Int
(MDLZ)
|
0.2 |
$1.7M |
|
25k |
69.39 |
Vanguard Scottsdale Fds vng rus1000grw
(VONG)
|
0.2 |
$1.7M |
|
24k |
68.44 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
0.2 |
$1.6M |
|
25k |
64.37 |
Comcast Corporation
(CMCSA)
|
0.2 |
$1.5M |
|
33k |
44.35 |
Automatic Data Processing
(ADP)
|
0.2 |
$1.4M |
|
6.0k |
240.63 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.2 |
$1.4M |
|
37k |
37.95 |
Hologic
(HOLX)
|
0.2 |
$1.4M |
|
20k |
69.40 |
Ishares Inc core msci emkt
(IEMG)
|
0.2 |
$1.3M |
|
28k |
47.58 |
Abbott Laboratories
(ABT)
|
0.2 |
$1.3M |
|
13k |
96.85 |
Huntington Bancshares Incorporated
(HBAN)
|
0.2 |
$1.2M |
|
120k |
10.40 |
J P Morgan Exchange Traded F ultra shrt
(JPST)
|
0.2 |
$1.2M |
|
25k |
50.18 |
Vaneck Vectors Etf Tr vietnam etf
(VNM)
|
0.2 |
$1.2M |
|
85k |
13.54 |
Alphabet Inc Class C cs
(GOOG)
|
0.2 |
$1.1M |
|
8.7k |
131.87 |
iShares S&P Global Financials Sect.
(IXG)
|
0.2 |
$1.1M |
|
16k |
70.44 |
BlackRock
(BLK)
|
0.1 |
$1.1M |
|
1.6k |
646.77 |
Vanguard Esg International Stock Etf etf
(VSGX)
|
0.1 |
$999k |
|
20k |
50.43 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.1 |
$977k |
|
14k |
68.83 |
Consumer Discretionary SPDR
(XLY)
|
0.1 |
$963k |
|
6.0k |
160.93 |
Financial Select Sector SPDR
(XLF)
|
0.1 |
$960k |
|
29k |
33.15 |
Nautilus Biotechnology
(NAUT)
|
0.1 |
$948k |
|
300k |
3.16 |
iShares MSCI EAFE Index Fund
(EFA)
|
0.1 |
$896k |
|
13k |
68.92 |
Amazon
(AMZN)
|
0.1 |
$861k |
|
6.8k |
127.14 |
Honeywell International
(HON)
|
0.1 |
$856k |
|
4.6k |
184.64 |
Alphabet Inc Class A cs
(GOOGL)
|
0.1 |
$832k |
|
6.4k |
130.82 |
Spdr Ser Tr sp500 fosl etf
(SPYX)
|
0.1 |
$825k |
|
24k |
34.74 |
Home Depot
(HD)
|
0.1 |
$816k |
|
2.7k |
302.22 |
Air Products & Chemicals
(APD)
|
0.1 |
$811k |
|
2.9k |
283.47 |
Ishares Tr etf msci usa
(ESGU)
|
0.1 |
$807k |
|
8.6k |
93.92 |
Kinder Morgan
(KMI)
|
0.1 |
$744k |
|
45k |
16.57 |
Flexshares Tr qualt divd idx
(QDF)
|
0.1 |
$686k |
|
12k |
55.77 |
Vanguard Energy ETF
(VDE)
|
0.1 |
$634k |
|
5.0k |
126.75 |
Qualcomm
(QCOM)
|
0.1 |
$622k |
|
5.6k |
111.07 |
Bank of America Corporation
(BAC)
|
0.1 |
$620k |
|
23k |
27.39 |
Main Street Capital Corporation
(MAIN)
|
0.1 |
$563k |
|
14k |
40.60 |
Zoetis Inc Cl A
(ZTS)
|
0.1 |
$558k |
|
3.2k |
173.99 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.1 |
$549k |
|
1.2k |
456.36 |
Ishares Tr msci eafe esg
(ESGD)
|
0.1 |
$540k |
|
7.8k |
69.19 |
Berkshire Hathaway
(BRK.B)
|
0.1 |
$502k |
|
1.4k |
350.07 |
Jp Morgan Exchange Traded Fd ultra shrt etf
(JMST)
|
0.1 |
$499k |
|
9.9k |
50.40 |
Madison Sqr Gardn Enrtmt Cl A Ord
(MSGE)
|
0.1 |
$474k |
|
14k |
32.91 |
Organogenesis Hldgs
(ORGO)
|
0.1 |
$474k |
|
149k |
3.18 |
SPDR Gold Trust
(GLD)
|
0.1 |
$470k |
|
2.7k |
171.53 |
JPMorgan BetaBuilders Europe ETF
(BBEU)
|
0.1 |
$470k |
|
9.3k |
50.79 |
Blackrock Health Sciencs Tr
(BMEZ)
|
0.1 |
$439k |
|
31k |
14.40 |
Spdr Ser Tr spdr russel 2000
(SPSM)
|
0.1 |
$431k |
|
12k |
36.88 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$399k |
|
5.5k |
71.98 |
David A. Bristol Sr. IRA FBO I
|
0.1 |
$397k |
|
1.00 |
397000.00 |
David A. Bristol Sr. IRA FBO L
|
0.1 |
$397k |
|
1.00 |
397000.00 |
Vanguard Total Stock Market ETF
(VTI)
|
0.1 |
$388k |
|
1.8k |
212.25 |
Vanguard Information Technology ETF
(VGT)
|
0.1 |
$361k |
|
870.00 |
414.94 |
Schlumberger
(SLB)
|
0.1 |
$359k |
|
6.2k |
58.35 |
Pfizer
(PFE)
|
0.0 |
$347k |
|
11k |
33.16 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.0 |
$346k |
|
3.7k |
94.23 |
iShares FTSE EPRA/NAREIT Dev Gl Real ETF
(IFGL)
|
0.0 |
$326k |
|
17k |
18.99 |
Wal-Mart Stores
(WMT)
|
0.0 |
$311k |
|
1.9k |
160.06 |
iShares Dow Jones Select Dividend
(DVY)
|
0.0 |
$297k |
|
2.8k |
107.80 |
iShares Russell Midcap Index Fund
(IWR)
|
0.0 |
$288k |
|
4.2k |
69.15 |
Nike
(NKE)
|
0.0 |
$279k |
|
2.9k |
95.74 |
Tesla Motors
(TSLA)
|
0.0 |
$278k |
|
1.1k |
250.45 |
ADR Lvmh Moet Henn Adr
(LVMUY)
|
0.0 |
$274k |
|
1.8k |
151.97 |
Phillips 66
(PSX)
|
0.0 |
$244k |
|
2.0k |
119.96 |
Eaton Vance Mun Income Term Tr
(ETX)
|
0.0 |
$231k |
|
14k |
16.99 |
Snowflake Inc Cl A
(SNOW)
|
0.0 |
$231k |
|
1.5k |
152.88 |
Vanguard Dividend Appreciation ETF
(VIG)
|
0.0 |
$226k |
|
1.5k |
155.33 |
Otis Worldwide Corp
(OTIS)
|
0.0 |
$221k |
|
2.8k |
80.36 |
Proshares Tr cmn
(SPXE)
|
0.0 |
$214k |
|
2.4k |
90.64 |
Vanguard Growth ETF
(VUG)
|
0.0 |
$212k |
|
780.00 |
271.79 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.0 |
$211k |
|
1.7k |
122.32 |
Blackrock Science & Tech Tr shs ben int
(BSTZ)
|
0.0 |
$209k |
|
13k |
16.51 |
Visa
(V)
|
0.0 |
$207k |
|
900.00 |
230.00 |
374water
(SCWO)
|
0.0 |
$145k |
|
117k |
1.24 |
Nauticus Robotics
(KITT)
|
0.0 |
$118k |
|
67k |
1.76 |
Aberdeen Priv Eq F Sterling Pa
|
0.0 |
$999.358600 |
|
47k |
0.02 |