United Capital Financial Advisers

United Capital Financial Advisers as of June 30, 2022

Portfolio Holdings for United Capital Financial Advisers

United Capital Financial Advisers holds 1119 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Exchange traded fund (VOO) 6.3 $1.1B 3.3M 346.88
iShares Core U.S. Aggregate Bond ETF Exchange traded fund (AGG) 6.2 $1.1B 11M 101.68
iShares Core S&P 500 ETF Exchange traded fund (IVV) 3.1 $573M 1.5M 379.15
iShares U.S. Treasury Bond ETF Exchange traded fund (GOVT) 3.1 $559M 23M 23.90
iShares Core MSCI EAFE ETF Exchange traded fund (IEFA) 3.1 $559M 9.5M 58.85
Apple Common stock (AAPL) 3.0 $552M 4.0M 136.72
Vanguard Value ETF Exchange traded fund (VTV) 2.5 $458M 3.5M 131.88
Vanguard Growth ETF Exchange traded fund (VUG) 1.9 $345M 1.5M 222.89
Microsoft Corporation Common stock (MSFT) 1.7 $310M 1.2M 256.83
iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGIB) 1.7 $308M 6.0M 51.06
iShares Currency Hedged MSCI EAFE ETF Exchange traded fund (HEFA) 1.5 $271M 8.5M 31.82
iShares Core MSCI Emerging Markets ETF Exchange traded fund (IEMG) 1.4 $256M 5.2M 49.06
Xtrackers MSCI EAFE Hedged Equity ETF Exchange traded fund (DBEF) 1.3 $246M 7.1M 34.81
Broadstone Net Lease Common stock (BNL) 1.3 $240M 12M 20.51
iShares MBS ETF Exchange traded fund (MBB) 1.2 $220M 2.3M 97.49
SPDR Bloomberg High Yield Bond ETF Exchange traded fund (JNK) 1.1 $196M 2.2M 90.71
iShares Core S&P Small Cap ETF Exchange traded fund (IJR) 0.9 $165M 1.8M 92.41
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Exchange traded fund (SHM) 0.9 $155M 3.3M 47.26
Vanguard Real Estate ETF Exchange traded fund (VNQ) 0.8 $150M 1.6M 91.11
Alphabet Inc. Class A Common stock (GOOGL) 0.8 $145M 67k 2179.19
Vanguard Small Cap Value ETF Exchange traded fund (VBR) 0.8 $143M 955k 149.82
NIKE, Inc. Class B Common stock (NKE) 0.8 $141M 1.4M 102.20
Home Depot Common stock (HD) 0.7 $132M 483k 274.27
Visa Inc. Class A Common stock (V) 0.7 $126M 640k 196.89
Starbucks Corporation Common stock (SBUX) 0.7 $121M 1.6M 76.39
Alphabet Inc. Class C Common stock (GOOG) 0.7 $120M 55k 2187.41
Exxon Mobil Corporation Common stock (XOM) 0.7 $119M 1.4M 85.64
Vanguard Global ex-U.S. Real Estate ETF Exchange traded fund (VNQI) 0.6 $118M 2.7M 44.27
Johnson & Johnson Common stock (JNJ) 0.6 $115M 648k 177.51
Berkshire Hathaway Inc. Class B Common stock (BRK.B) 0.6 $112M 411k 273.02
iShares National Muni Bond ETF Exchange traded fund (MUB) 0.6 $111M 1.0M 106.36
Costco Wholesale Corporation Common stock (COST) 0.6 $107M 223k 479.28
Chevron Corporation Common stock (CVX) 0.6 $100M 693k 144.78
PepsiCo Common stock (PEP) 0.5 $100M 601k 166.66
Accenture Plc Class A Common stock (ACN) 0.5 $99M 358k 277.65
Amazon.com Common stock (AMZN) 0.5 $93M 876k 106.21
AbbVie Common stock (ABBV) 0.5 $86M 563k 153.16
JPMorgan Chase & Co. Common stock (JPM) 0.5 $85M 759k 112.61
Schwab International Equity ETF Exchange traded fund (SCHF) 0.5 $83M 2.6M 31.45
Cisco Systems Common stock (CSCO) 0.4 $77M 1.8M 42.64
Novo Nordisk A/S Sponsored ADR Class B Common stock (NVO) 0.4 $77M 692k 111.43
iShares Core S&P Mid-Cap ETF Exchange traded fund (IJH) 0.4 $76M 338k 226.23
Walmart Common stock (WMT) 0.4 $74M 608k 121.58
Walt Disney Company Common stock (DIS) 0.4 $73M 772k 94.40
UnitedHealth Group Incorporated Common stock (UNH) 0.4 $72M 141k 513.63
iShares S&P Small-Cap 600 Value ETF Exchange traded fund (IJS) 0.4 $72M 807k 89.03
JPMorgan Ultra-Short Income ETF Exchange traded fund (JPST) 0.4 $71M 1.4M 50.09
First Trust Low Duration Opportunities ETF Exchange traded fund (LMBS) 0.4 $71M 1.5M 48.30
Schwab U.S. Large-Cap ETF Exchange traded fund (SCHX) 0.4 $69M 1.5M 44.66
SPDR S&P 500 ETF Trust Exchange traded fund (SPY) 0.4 $68M 181k 377.25
Abbott Laboratories Common stock (ABT) 0.4 $68M 628k 108.65
First Trust Enhanced Short Maturity ETF Exchange traded fund (FTSM) 0.4 $68M 1.1M 59.38
Becton, Dickinson and Company Common stock (BDX) 0.4 $68M 276k 246.53
Raytheon Technologies Corporation Common stock (RTX) 0.4 $68M 705k 96.11
Qualcomm Incorporated Common stock (QCOM) 0.4 $68M 529k 127.74
iShares 1-3 Year Treasury Bond ETF Exchange traded fund (SHY) 0.4 $67M 808k 82.79
S&P Global Common stock (SPGI) 0.4 $66M 196k 337.06
Union Pacific Corporation Common stock (UNP) 0.4 $66M 308k 213.28
iShares S&P Small-Cap 600 Growth ETF Exchange traded fund (IJT) 0.4 $64M 610k 105.32
Mastercard Incorporated Class A Common stock (MA) 0.4 $64M 204k 315.48
Danaher Corporation Common stock (DHR) 0.4 $64M 253k 253.52
Vanguard Short-Term Bond ETF Exchange traded fund (BSV) 0.3 $62M 812k 76.79
Adobe Incorporated Common stock (ADBE) 0.3 $62M 169k 366.06
Thomson Reuters Corporation Common stock 0.3 $62M 590k 104.21
Schwab U.S. Large-Cap Value ETF Exchange traded fund (SCHV) 0.3 $60M 968k 62.42
Vanguard Small-Cap Growth ETF Exchange traded fund (VBK) 0.3 $60M 306k 197.03
Vanguard Total Stock Market ETF Exchange traded fund (VTI) 0.3 $60M 317k 188.62
Schwab U.S. Large-Cap Growth ETF Exchange traded fund (SCHG) 0.3 $60M 1.0M 57.99
CVS Health Corporation Common stock (CVS) 0.3 $59M 635k 92.66
Medtronic Common stock (MDT) 0.3 $59M 652k 89.75
Oracle Corporation Common stock (ORCL) 0.3 $57M 821k 69.87
Unilever Common stock (UL) 0.3 $57M 1.2M 45.83
Verizon Communications Common stock (VZ) 0.3 $56M 1.1M 50.75
General Dynamics Corporation Common stock (GD) 0.3 $54M 245k 221.25
Procter & Gamble Company Common stock (PG) 0.3 $51M 356k 143.79
Merck & Co Common stock (MRK) 0.3 $49M 540k 91.17
C.H. Robinson Worldwide Common stock (CHRW) 0.3 $49M 479k 101.37
Health Care Select Sector SPDR Fund Exchange traded fund (XLV) 0.3 $49M 378k 128.24
Pfizer Common stock (PFE) 0.3 $48M 921k 52.43
CME Group Inc. Class A Common stock (CME) 0.3 $47M 232k 204.70
Vanguard Short-Term Corporate Bond ETF Exchange traded fund (VCSH) 0.2 $45M 586k 76.26
SPDR S&P Dividend ETF Exchange traded fund (SDY) 0.2 $45M 376k 118.69
International Flavors & Fragrances Common stock (IFF) 0.2 $44M 367k 119.12
Gilead Sciences Common stock (GILD) 0.2 $44M 707k 61.81
NextEra Energy Common stock (NEE) 0.2 $43M 559k 77.46
Cognizant Technology Solutions Corporation Class A Common stock (CTSH) 0.2 $43M 641k 67.49
Vanguard FTSE Developed Markets ETF Exchange traded fund (VEA) 0.2 $43M 1.1M 40.80
Bristol-Myers Squibb Company Common stock (BMY) 0.2 $42M 540k 77.00
Biogen Common stock (BIIB) 0.2 $41M 203k 203.94
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Exchange traded fund (HYMB) 0.2 $41M 794k 51.38
Schwab US Aggregate Bond ETF Exchange traded fund (SCHZ) 0.2 $40M 835k 47.87
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGSB) 0.2 $40M 790k 50.55
NVIDIA Corporation Common stock (NVDA) 0.2 $40M 263k 151.59
iShares S&P 500 Growth ETF Exchange traded fund (IVW) 0.2 $39M 653k 60.35
Schwab U.S. Small-Cap ETF Exchange traded fund (SCHA) 0.2 $39M 996k 38.99
Invesco QQQ Trust Exchange traded fund (QQQ) 0.2 $38M 135k 280.28
Automatic Data Processing Common stock (ADP) 0.2 $38M 179k 210.04
Broadcom Common stock (AVGO) 0.2 $38M 77k 485.81
Dollar General Corporation Common stock (DG) 0.2 $37M 152k 245.44
Ares Management Corporation Common stock (ARES) 0.2 $37M 649k 56.86
iShares Core S&P Total U.S. Stock Market ETF Exchange traded fund (ITOT) 0.2 $37M 435k 83.78
American Tower Corporation Common stock (AMT) 0.2 $36M 142k 255.59
Arthur J. Gallagher & Co. Common stock (AJG) 0.2 $36M 222k 163.04
Republic Services Common stock (RSG) 0.2 $36M 275k 130.87
iShares S&P 500 Value ETF Exchange traded fund (IVE) 0.2 $36M 261k 137.46
Lowe's Companies Common stock (LOW) 0.2 $36M 204k 174.67
United Parcel Service, Inc. Class B Common stock (UPS) 0.2 $35M 194k 182.54
BlackRock Common stock (BLK) 0.2 $35M 57k 609.04
Intuitive Surgical Common stock (ISRG) 0.2 $35M 173k 200.71
iShares Russell 1000 Growth ETF Exchange traded fund (IWF) 0.2 $35M 158k 218.70
SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund (SPMB) 0.2 $34M 1.5M 22.85
Meta Platforms Inc. Class A Common stock (META) 0.2 $34M 211k 161.25
Tesla Common stock (TSLA) 0.2 $34M 51k 673.42
Thermo Fisher Scientific Common stock (TMO) 0.2 $34M 62k 543.28
Tractor Supply Company Common stock (TSCO) 0.2 $33M 173k 193.85
iShares iBoxx $ High Yield Corporate Bond ETF Exchange traded fund (HYG) 0.2 $33M 454k 73.61
Jack Henry & Associates Common stock (JKHY) 0.2 $33M 185k 180.02
Texas Instruments Incorporated Common stock (TXN) 0.2 $32M 208k 153.65
Vanguard Small-Cap ETF Exchange traded fund (VB) 0.2 $32M 181k 176.11
Steris Common stock (STE) 0.2 $32M 154k 206.15
Intel Corporation Common stock (INTC) 0.2 $32M 849k 37.41
Amgen Common stock (AMGN) 0.2 $31M 128k 243.30
WisdomTree U.S. SmallCap Dividend Fund Exchange traded fund (DES) 0.2 $31M 1.1M 28.22
Schwab U.S. Broad Market ETF Exchange traded fund (SCHB) 0.2 $31M 696k 44.19
Vanguard Intermediate-Term Treasury ETF Exchange traded fund (VGIT) 0.2 $30M 496k 61.16
Nasdaq Common stock (NDAQ) 0.2 $30M 199k 152.54
Caterpillar Common stock (CAT) 0.2 $30M 168k 178.76
Oneok Common stock (OKE) 0.2 $30M 536k 55.50
Intuit Common stock (INTU) 0.2 $29M 76k 385.44
iShares MSCI ACWI ETF Exchange traded fund (ACWI) 0.2 $29M 343k 83.89
Stryker Corporation Common stock (SYK) 0.2 $28M 143k 198.93
Invesco High Yield Equity Dividend Achievers ETF Exchange traded fund (PEY) 0.2 $28M 1.4M 20.55
Northrop Grumman Corp. Common stock (NOC) 0.2 $28M 59k 478.57
Illinois Tool Works Common stock (ITW) 0.2 $28M 155k 182.25
iShares Russell 1000 Value ETF Exchange traded fund (IWD) 0.2 $28M 194k 144.97
Fidelity National Information Services Common stock (FIS) 0.2 $28M 304k 91.67
iShares MSCI USA Min Vol Factor ETF Exchange traded fund (USMV) 0.2 $28M 392k 70.21
Emerson Electric Common stock (EMR) 0.1 $27M 341k 79.54
First Trust Dow Jones Internet Index Fund Exchange traded fund (FDN) 0.1 $27M 212k 127.03
iShares 3-7 Year Treasury Bond ETF Exchange traded fund (IEI) 0.1 $27M 224k 119.34
First Trust Senior Loan Fund Exchange traded fund (FTSL) 0.1 $26M 593k 44.10
Southern Company Common stock (SO) 0.1 $26M 367k 71.31
Pool Corporation Common stock (POOL) 0.1 $26M 74k 351.23
iShares U.S. Technology ETF Exchange traded fund (IYW) 0.1 $26M 326k 79.95
Eaton Corp Common stock (ETN) 0.1 $26M 205k 125.99
Vanguard FTSE Pacific ETF Exchange traded fund (VPL) 0.1 $26M 407k 63.48
TTEC Holdings Common stock (TTEC) 0.1 $25M 371k 67.89
Vanguard Mortgage-Backed Securities ETF Exchange traded fund (VMBS) 0.1 $25M 523k 47.81
SPDR Portfolio Emerging Markets ETF Exchange traded fund (SPEM) 0.1 $25M 710k 34.77
General Mills Common stock (GIS) 0.1 $25M 326k 75.45
Schwab Fundamental International Small Co. Index ETF Exchange traded fund (FNDC) 0.1 $24M 794k 30.41
iShares Core MSCI Europe ETF Exchange traded fund (IEUR) 0.1 $24M 522k 44.96
Mondelez International, Inc. Class A Common stock (MDLZ) 0.1 $23M 374k 62.09
Crown Castle Common stock (CCI) 0.1 $23M 137k 168.38
PIMCO Enhanced Short Maturity Active ETF Exchange traded fund (MINT) 0.1 $23M 233k 99.11
Ball Corporation Common stock (BALL) 0.1 $23M 335k 68.77
Jacobs Engineering Group Common stock 0.1 $23M 181k 127.13
International Business Machines Corporation Common stock (IBM) 0.1 $23M 161k 141.19
Invesco Dynamic Large Cap Growth ETF Exchange traded fund (PWB) 0.1 $22M 383k 58.67
Paychex Common stock (PAYX) 0.1 $22M 195k 113.87
iShares Semiconductor ETF Exchange traded fund (SOXX) 0.1 $22M 63k 349.60
Copart Common stock (CPRT) 0.1 $22M 203k 108.66
Prudential Financial Common stock (PRU) 0.1 $22M 230k 95.68
Salesforce Common stock (CRM) 0.1 $22M 133k 165.04
Paccar Common stock (PCAR) 0.1 $22M 264k 82.34
Waters Corporation Common stock (WAT) 0.1 $22M 66k 330.97
Deere & Company Common stock (DE) 0.1 $22M 72k 299.47
T-Mobile US Common stock (TMUS) 0.1 $22M 160k 134.54
iShares Core S&P US Value ETF Exchange traded fund (IUSV) 0.1 $21M 320k 66.88
Vanguard FTSE Emerging Markets ETF Exchange traded fund (VWO) 0.1 $21M 511k 41.65
Coca-Cola Company Common stock (KO) 0.1 $21M 337k 62.91
American Express Company Common stock (AXP) 0.1 $21M 149k 138.62
KKR & Co Common stock (KKR) 0.1 $21M 445k 46.29
Taiwan Semiconductor Manufacturing Common stock (TSM) 0.1 $21M 250k 81.75
Lamar Advertising Company Class A Common stock (LAMR) 0.1 $20M 231k 87.97
SPDR Portfolio Aggregate Bond ETF Exchange traded fund (SPAB) 0.1 $20M 764k 26.35
WisdomTree U.S. MidCap Dividend Fund Exchange traded fund (DON) 0.1 $20M 516k 38.98
iShares Core S&P U.S. Growth ETF Exchange traded fund (IUSG) 0.1 $20M 236k 83.70
Dimensional U.S. Core Equity 2 ETF Exchange traded fund (DFAC) 0.1 $20M 845k 23.30
Vanguard Large-Cap ETF Exchange traded fund (VV) 0.1 $19M 112k 172.35
Invesco BulletShares 2022 High Yield Corporate Bond ETF Exchange traded fund 0.1 $19M 869k 22.05
Digital Realty Trust Common stock (DLR) 0.1 $19M 147k 129.83
iShares Core International Aggregate Bond ETF Exchange traded fund (IAGG) 0.1 $19M 374k 49.81
GSK Common stock 0.1 $19M 426k 43.53
Bank of America Corp Common stock (BAC) 0.1 $18M 585k 31.13
Schwab US Dividend Equity ETF Exchange traded fund (SCHD) 0.1 $18M 254k 71.63
Texas Pacific Land Corporation Common stock (TPL) 0.1 $18M 12k 1488.00
Aflac Incorporated Common stock (AFL) 0.1 $18M 323k 55.33
iShares Core MSCI Total International Stock ETF Exchange traded fund (IXUS) 0.1 $18M 313k 57.03
Financial Select Sector SPDR Fund Exchange traded fund (XLF) 0.1 $18M 566k 31.45
SPDR Gold Shares Exchange traded fund (GLD) 0.1 $18M 105k 168.46
Eli Lilly and Company Common stock (LLY) 0.1 $17M 52k 324.24
Lockheed Martin Corporation Common stock (LMT) 0.1 $17M 39k 429.95
Roper Technologies Common stock (ROP) 0.1 $17M 43k 394.65
iShares Russell 3000 ETF Exchange traded fund (IWV) 0.1 $17M 77k 217.39
Enterprise Products Partners Common stock (EPD) 0.1 $17M 679k 24.37
ALPS Sector Dividend Dogs ETF Exchange traded fund (SDOG) 0.1 $16M 323k 50.11
Estee Lauder Companies Inc. Class A Common stock (EL) 0.1 $16M 63k 254.67
SPDR Portfolio S&P 1500 Composite Stock Market ETF Exchange traded fund (SPTM) 0.1 $16M 340k 46.48
Vanguard Total International Bond ETF Exchange traded fund (BNDX) 0.1 $15M 311k 49.54
Wells Fargo & Company Common stock (WFC) 0.1 $15M 393k 39.17
L3Harris Technologies Common stock (LHX) 0.1 $15M 64k 241.70
iShares S&P 100 ETF Exchange traded fund (OEF) 0.1 $15M 89k 172.47
Atlantica Sustainable Infrastructure Common stock (AY) 0.1 $15M 473k 32.26
Schwab Emerging Markets Equity ETF Exchange traded fund (SCHE) 0.1 $15M 595k 25.38
Vanguard Intermediate-Term Corporate Bond ETF Exchange traded fund (VCIT) 0.1 $15M 185k 80.02
iShares Russell 2000 ETF Exchange traded fund (IWM) 0.1 $15M 87k 169.36
3M Company Common stock (MMM) 0.1 $15M 113k 129.41
EOG Resources Common stock (EOG) 0.1 $15M 132k 110.44
Truist Financial Corporation Common stock (TFC) 0.1 $15M 306k 47.43
Schwab Short-Term US Treasury ETF Exchange traded fund (SCHO) 0.1 $15M 294k 49.19
Colgate-Palmolive Company Common stock (CL) 0.1 $14M 175k 80.14
Vanguard FTSE All-World ex-US Small-Cap ETF Exchange traded fund (VSS) 0.1 $14M 133k 103.21
McDonald's Corporation Common stock (MCD) 0.1 $14M 55k 246.88
Newell Brands Common stock (NWL) 0.1 $14M 708k 19.04
XPO Logistics Common stock (XPO) 0.1 $13M 279k 48.16
Vanguard Short-Term Treasury ETF Exchange traded fund (VGSH) 0.1 $13M 227k 58.86
Parker-Hannifin Corporation Common stock (PH) 0.1 $13M 54k 246.05
iShares Emerging Markets Dividend ETF Exchange traded fund (DVYE) 0.1 $13M 498k 26.60
Vanguard High Dividend Yield Index ETF Exchange traded fund (VYM) 0.1 $13M 130k 101.70
Energy Select Sector SPDR Fund Exchange traded fund (XLE) 0.1 $13M 181k 71.51
iShares Intermediate Government/Credit Bond ETF Exchange traded fund (GVI) 0.1 $13M 123k 105.55
Zoetis, Inc. Class A Common stock (ZTS) 0.1 $13M 75k 171.90
Fidelity National Financial, Inc. - FNF Group Common stock (FNF) 0.1 $13M 349k 36.96
Iron Mountain Common stock (IRM) 0.1 $13M 264k 48.69
Invesco BulletShares 2023 High Yield Corporate Bond ETF Exchange traded fund 0.1 $13M 556k 22.94
iShares MSCI EAFE ETF Exchange traded fund (EFA) 0.1 $13M 203k 62.49
At&t Common stock (T) 0.1 $13M 603k 20.96
Westinghouse Air Brake Technologies Corporation Common stock (WAB) 0.1 $13M 152k 82.08
D.R. Horton Common stock (DHI) 0.1 $12M 188k 66.19
Diageo Common stock (DEO) 0.1 $12M 71k 174.13
Vanguard FTSE All-World ex-US Index Fund Exchange traded fund (VEU) 0.1 $12M 246k 49.96
Vanguard Total Bond Market ETF Exchange traded fund (BND) 0.1 $12M 162k 75.26
ASML Holding NV Common stock (ASML) 0.1 $12M 26k 475.87
ConocoPhillips Common stock (COP) 0.1 $12M 134k 89.81
Avantor Common stock (AVTR) 0.1 $12M 383k 31.10
F5 Common stock (FFIV) 0.1 $12M 77k 153.05
Vanguard Dividend Appreciation ETF Exchange traded fund (VIG) 0.1 $12M 82k 143.47
Capital One Financial Corp Common stock (COF) 0.1 $12M 113k 104.19
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange traded fund (LQD) 0.1 $12M 105k 110.03
WisdomTree International Hedged Quality Dividend Growth Fund Exchange traded fund (IHDG) 0.1 $12M 307k 37.42
II-VI Incorporated Common stock 0.1 $11M 225k 50.95
iShares U.S. Healthcare ETF Exchange traded fund (IYH) 0.1 $11M 42k 268.91
GXO Logistics Common stock (GXO) 0.1 $11M 260k 43.27
Vanguard Mid-Cap ETF Exchange traded fund (VO) 0.1 $11M 57k 196.97
iShares Russell 1000 ETF Exchange traded fund (IWB) 0.1 $11M 54k 207.76
Check Point Software Technologies Common stock (CHKP) 0.1 $11M 90k 121.78
Technology Select Sector SPDR Fund Exchange traded fund (XLK) 0.1 $11M 86k 127.12
Brookfield Asset Management Inc. Class A Common stock 0.1 $11M 242k 44.47
Otis Worldwide Corporation Common stock (OTIS) 0.1 $11M 152k 70.67
Brookfield Infrastructure Partners Common stock (BIP) 0.1 $11M 278k 38.22
Molson Coors Beverage Company Class B Common stock (TAP) 0.1 $11M 195k 54.51
Yum! Brands Common stock (YUM) 0.1 $10M 92k 113.51
HDFC Bank Common stock (HDB) 0.1 $10M 185k 54.96
iShares Core MSCI Pacific ETF Exchange traded fund (IPAC) 0.1 $10M 195k 51.99
Communication Services Select Sector SPDR Fund Exchange traded fund (XLC) 0.1 $10M 186k 54.27
Honeywell International Common stock (HON) 0.1 $10M 58k 173.81
iShares MSCI EAFE Min Vol Factor ETF Exchange traded fund (EFAV) 0.1 $10M 158k 63.31
SPDR Portfolio Developed World ex-US ETF Exchange traded fund (SPDW) 0.1 $9.8M 341k 28.84
Booking Holdings Common stock (BKNG) 0.1 $9.8M 5.6k 1749.02
Relx Common stock (RELX) 0.1 $9.8M 363k 26.94
Icon Common stock (ICLR) 0.1 $9.8M 45k 216.69
Royal Bank of Canada Common stock (RY) 0.1 $9.6M 100k 96.82
Kinder Morgan Inc Class P Common stock (KMI) 0.1 $9.5M 569k 16.76
American International Group Common stock (AIG) 0.1 $9.3M 183k 51.13
CGI Inc. Class A Common stock (GIB) 0.0 $8.9M 112k 79.66
Schlumberger NV Common stock (SLB) 0.0 $8.9M 248k 35.76
Dimensional US Marketwide Value ETF Exchange traded fund (DFUV) 0.0 $8.9M 280k 31.60
Centene Corporation Common stock (CNC) 0.0 $8.8M 104k 84.61
Prologis Common stock (PLD) 0.0 $8.7M 74k 117.65
Blackstone Common stock (BX) 0.0 $8.7M 95k 91.23
Toyota Motor Corp Common stock (TM) 0.0 $8.7M 56k 154.17
Sherwin-Williams Company Common stock (SHW) 0.0 $8.7M 39k 223.91
SPDR Portfolio S&P 500 Value ETF Exchange traded fund (SPYV) 0.0 $8.6M 233k 36.82
Chubb Common stock (CB) 0.0 $8.5M 43k 196.57
Boeing Company Common stock (BA) 0.0 $8.4M 62k 136.71
Avalara Common stock 0.0 $8.4M 119k 70.60
Lam Research Corporation Common stock (LRCX) 0.0 $8.3M 20k 426.17
SPDR Portfolio S&P 500 Growth ETF Exchange traded fund (SPYG) 0.0 $8.2M 158k 52.28
iShares Russell 2000 Growth ETF Exchange traded fund (IWO) 0.0 $8.2M 40k 206.31
Xylem Common stock (XYL) 0.0 $8.1M 104k 78.18
Marriott International, Inc. Class A Common stock (MAR) 0.0 $8.0M 59k 136.02
Rio Tinto Common stock (RIO) 0.0 $7.9M 130k 61.00
MSCI Inc. Class A Common stock (MSCI) 0.0 $7.8M 19k 412.14
iShares TIPS Bond ETF Exchange traded fund (TIP) 0.0 $7.7M 68k 113.91
iShares MSCI Emerging Markets ETF Exchange traded fund (EEM) 0.0 $7.7M 192k 40.10
First Trust NASDAQ Technology Dividend Index Fund Exchange traded fund (TDIV) 0.0 $7.7M 153k 50.17
Owl Rock Capital Corporation Common stock (OBDC) 0.0 $7.7M 622k 12.33
Northern Trust Corporation Common stock (NTRS) 0.0 $7.7M 79k 96.48
Ferguson Common stock 0.0 $7.6M 69k 110.70
Vale Common stock (VALE) 0.0 $7.3M 500k 14.63
Petroleo Brasileiro SA Common stock (PBR) 0.0 $7.3M 621k 11.68
Vanguard Information Technology ETF Exchange traded fund (VGT) 0.0 $7.1M 22k 326.54
Air Products and Chemicals Common stock (APD) 0.0 $7.0M 29k 240.48
Schwab U.S. Mid-Cap ETF Exchange traded fund (SCHM) 0.0 $7.0M 112k 62.73
Philip Morris International Common stock (PM) 0.0 $7.0M 71k 98.74
Dow Common stock (DOW) 0.0 $7.0M 135k 51.61
iShares MSCI USA Small-Cap Multifactor ETF Exchange traded fund (SMLF) 0.0 $6.9M 147k 46.89
Tortoise North American Pipeline Fund Exchange traded fund (TPYP) 0.0 $6.9M 284k 24.25
iShares U.S. Financials ETF Exchange traded fund (IYF) 0.0 $6.8M 97k 69.98
Goldman Sachs Group Common stock (GS) 0.0 $6.8M 23k 297.03
AES Corporation Common stock (AES) 0.0 $6.8M 323k 21.01
TJX Companies Common stock (TJX) 0.0 $6.8M 121k 55.85
iShares Short-Term National Muni Bond ETF Exchange traded fund (SUB) 0.0 $6.7M 64k 104.66
Citizens Financial Group Common stock (CFG) 0.0 $6.7M 187k 35.69
Southern Copper Corporation Common stock (SCCO) 0.0 $6.6M 132k 49.81
Nuveen Municipal Value Fund Mutual fund (NUV) 0.0 $6.5M 730k 8.93
Williams Companies Common stock (WMB) 0.0 $6.4M 206k 31.21
CarMax Common stock (KMX) 0.0 $6.4M 71k 90.48
Magellan Midstream Partners Common stock 0.0 $6.4M 134k 47.76
Industrial Select Sector SPDR Fund Exchange traded fund (XLI) 0.0 $6.3M 73k 87.33
Kimberly-Clark Corporation Common stock (KMB) 0.0 $6.2M 46k 135.16
Gladstone Commercial Corporation Common stock (GOOD) 0.0 $6.2M 329k 18.84
iShares Global REIT ETF Exchange traded fund (REET) 0.0 $6.2M 255k 24.18
iShares U.S. Consumer Staples ETF Exchange traded fund (IYK) 0.0 $6.1M 31k 194.94
iShares 7-10 Year Treasury Bond ETF Exchange traded fund (IEF) 0.0 $6.1M 60k 102.30
iShares Select Dividend ETF Exchange traded fund (DVY) 0.0 $6.0M 51k 117.66
Duke Energy Corporation Common stock (DUK) 0.0 $6.0M 56k 107.22
FedEx Corporation Common stock (FDX) 0.0 $6.0M 26k 226.70
Jack in the Box Common stock (JACK) 0.0 $6.0M 107k 56.06
Vanguard Total World Stock ETF Exchange traded fund (VT) 0.0 $5.8M 68k 85.34
iShares 0-5 Year High Yield Corporate Bond ETF Exchange traded fund (SHYG) 0.0 $5.8M 143k 40.55
Dimensional U.S. Equity ETF Exchange traded fund (DFUS) 0.0 $5.8M 142k 40.75
SPDR MSCI ACWI ex-US ETF Exchange traded fund (CWI) 0.0 $5.6M 237k 23.78
Walgreens Boots Alliance Common stock (WBA) 0.0 $5.5M 144k 37.90
Logitech International Common stock (LOGI) 0.0 $5.4M 104k 52.06
iShares Russell Mid-Cap Growth ETF Exchange traded fund (IWP) 0.0 $5.3M 68k 79.21
iShares U.S. Consumer Discretionary ETF Exchange traded fund (IYC) 0.0 $5.3M 93k 56.74
Ecolab Common stock (ECL) 0.0 $5.3M 34k 153.75
iShares Core 1-5 Year USD Bond ETF Exchange traded fund (ISTB) 0.0 $5.0M 106k 47.40
Aptiv Common stock (APTV) 0.0 $5.0M 56k 89.07
CSX Corporation Common stock (CSX) 0.0 $5.0M 172k 29.06
Vanguard Mid-Cap Value ETF Exchange traded fund (VOE) 0.0 $5.0M 39k 129.52
Dimensional U.S. Small Cap ETF Exchange traded fund (DFAS) 0.0 $4.9M 103k 48.00
Alliant Energy Corp Common stock (LNT) 0.0 $4.9M 84k 58.60
BlackRock Short Maturity Bond ETF Exchange traded fund (NEAR) 0.0 $4.9M 99k 49.26
PNC Financial Services Group Common stock (PNC) 0.0 $4.9M 31k 157.78
Align Technology Common stock (ALGN) 0.0 $4.8M 20k 236.68
Lumentum Holdings Common stock (LITE) 0.0 $4.8M 61k 79.42
iShares Floating Rate Bond ETF Exchange traded fund (FLOT) 0.0 $4.8M 96k 49.92
Vanguard Tax-Exempt Bond ETF Exchange traded fund (VTEB) 0.0 $4.8M 96k 49.92
Trimble Common stock (TRMB) 0.0 $4.8M 82k 58.23
Invesco S&P 500 Equal Weight ETF Exchange traded fund (RSP) 0.0 $4.8M 35k 134.23
Vanguard Mega Cap Value ETF Exchange traded fund (MGV) 0.0 $4.7M 49k 96.17
WisdomTree US Quality Dividend Growth Fund Exchange traded fund (DGRW) 0.0 $4.7M 83k 57.31
AllianceBernstein Holding Common stock (AB) 0.0 $4.7M 113k 41.58
Vanguard Utilities ETF Exchange traded fund (VPU) 0.0 $4.7M 31k 152.34
Laboratory Corporation of America Holdings Common stock 0.0 $4.6M 20k 234.37
iShares MSCI Emerging Markets Min Vol Factor ETF Exchange traded fund (EEMV) 0.0 $4.6M 83k 55.43
Kraft Heinz Company Common stock (KHC) 0.0 $4.5M 119k 38.14
Citigroup Common stock (C) 0.0 $4.5M 98k 45.99
iShares S&P Mid-Cap 400 Growth ETF Exchange traded fund (IJK) 0.0 $4.4M 70k 63.72
Advanced Micro Devices Common stock (AMD) 0.0 $4.4M 58k 76.46
AutoZone Common stock (AZO) 0.0 $4.4M 2.1k 2149.30
Airbnb, Inc. Class A Common stock (ABNB) 0.0 $4.4M 50k 89.08
SPDR S&P Midcap 400 ETF Trust Exchange traded fund (MDY) 0.0 $4.4M 11k 413.45
Shell Common stock (SHEL) 0.0 $4.4M 84k 52.30
iShares iBonds Dec 2023 Term Corporate ETF Exchange traded fund 0.0 $4.3M 173k 25.09
iShares Russell Midcap ETF Exchange traded fund (IWR) 0.0 $4.3M 66k 64.67
iShares iBonds Dec 2024 Term Corporate ETF Exchange traded fund (IBDP) 0.0 $4.2M 171k 24.75
Comcast Corporation Class A Common stock (CMCSA) 0.0 $4.2M 107k 39.24
Pinnacle Financial Partners Common stock (PNFP) 0.0 $4.2M 58k 72.31
Chipotle Mexican Grill Common stock (CMG) 0.0 $4.2M 3.2k 1307.36
PulteGroup Common stock (PHM) 0.0 $4.1M 104k 39.63
DuPont de Nemours Common stock (DD) 0.0 $4.1M 74k 55.58
iShares ESG Aware MSCI USA ETF Exchange traded fund (ESGU) 0.0 $4.1M 49k 83.89
Berkshire Hathaway Inc. Class A Common stock (BRK.A) 0.0 $4.1M 10.00 409000.00
iShares MSCI EAFE Growth ETF Exchange traded fund (EFG) 0.0 $4.0M 50k 80.49
Activision Blizzard Common stock 0.0 $4.0M 52k 77.86
MasTec Common stock (MTZ) 0.0 $4.0M 56k 71.67
CrowdStrike Holdings, Inc. Class A Common stock (CRWD) 0.0 $4.0M 24k 168.58
General Electric Company Common stock (GE) 0.0 $3.9M 62k 63.67
Intapp Common stock (INTA) 0.0 $3.9M 268k 14.64
Vanguard Total International Stock ETF Exchange traded fund (VXUS) 0.0 $3.9M 75k 51.62
Vanguard Mid-Cap Growth ETF Exchange traded fund (VOT) 0.0 $3.9M 22k 175.38
iShares iBonds Dec 2023 Term Muni Bond ETF Exchange traded fund 0.0 $3.8M 150k 25.50
iShares iBonds Dec 2022 Term Corporate ETF Exchange traded fund 0.0 $3.8M 153k 25.01
iShares U.S. Industrials ETF Exchange traded fund (IYJ) 0.0 $3.8M 43k 88.13
iShares MSCI USA Quality Factor ETF Exchange traded fund (QUAL) 0.0 $3.8M 34k 111.73
Altria Group Common stock (MO) 0.0 $3.8M 91k 41.77
Dominion Energy Common stock (D) 0.0 $3.8M 48k 79.81
iShares iBonds Dec 2022 Term Muni Bond ETF Exchange traded fund 0.0 $3.8M 146k 25.91
W.W. Grainger Common stock (GWW) 0.0 $3.8M 8.3k 454.43
iShares iBonds Dec 2024 Term Muni Bond ETF Exchange traded fund (IBMM) 0.0 $3.7M 144k 26.00
Phillips 66 Common stock (PSX) 0.0 $3.7M 45k 81.98
KeyCorp Common stock (KEY) 0.0 $3.7M 215k 17.23
Blackstone Mortgage Trust, Inc. Class A Common stock (BXMT) 0.0 $3.7M 134k 27.67
iShares iBonds Dec 2025 Term Muni Bond ETF Exchange traded fund (IBMN) 0.0 $3.7M 139k 26.63
Dimensional U.S. Targeted Value ETF Exchange traded fund (DFAT) 0.0 $3.7M 91k 40.22
Vanguard International Dividend Appreciation ETF Exchange traded fund (VIGI) 0.0 $3.6M 53k 68.61
Novartis Common stock (NVS) 0.0 $3.6M 43k 84.52
SPDR Bloomberg 1-3 Month T-Bill ETF Exchange traded fund (BIL) 0.0 $3.6M 39k 91.50
SPDR Nuveen Bloomberg Municipal Bond ETF Exchange traded fund (TFI) 0.0 $3.6M 78k 45.86
iShares iBonds Dec 2026 Term Muni Bond ETF Exchange traded fund (IBMO) 0.0 $3.6M 142k 25.34
Simon Property Group Common stock (SPG) 0.0 $3.6M 38k 94.91
iShares iBonds Dec 2025 Term Corporate ETF Exchange traded fund (IBDQ) 0.0 $3.6M 144k 24.70
Tyler Technologies Common stock (TYL) 0.0 $3.5M 11k 332.48
Target Corporation Common stock (TGT) 0.0 $3.5M 25k 141.23
U.S. Bancorp Common stock (USB) 0.0 $3.5M 76k 46.02
Nuveen Select Tax-Free Income Portfolio Mutual fund (NXP) 0.0 $3.5M 253k 13.69
Seagen Common stock 0.0 $3.4M 20k 176.94
JPMorgan Equity Premium Income ETF Exchange traded fund (JEPI) 0.0 $3.4M 62k 55.46
T. Rowe Price Group Common stock (TROW) 0.0 $3.4M 30k 113.60
Realty Income Corporation Common stock (O) 0.0 $3.4M 49k 68.27
Schwab US TIPS ETF Exchange traded fund (SCHP) 0.0 $3.2M 58k 55.81
Fiserv Common stock (FI) 0.0 $3.2M 36k 88.96
Utilities Select Sector SPDR Fund Exchange traded fund (XLU) 0.0 $3.1M 45k 70.13
iShares MSCI Global Min Vol Factor ETF Exchange traded fund (ACWV) 0.0 $3.1M 33k 94.51
VanEck Gold Miners ETF Exchange traded fund (GDX) 0.0 $3.1M 113k 27.38
iShares Preferred & Income Securities ETF Exchange traded fund (PFF) 0.0 $3.1M 93k 32.88
SentinelOne, Inc. Class A Common stock (S) 0.0 $3.0M 130k 23.33
SPDR Blackstone Senior Loan ETF Exchange traded fund (SRLN) 0.0 $3.0M 73k 41.65
Analog Devices Common stock (ADI) 0.0 $3.0M 21k 146.09
Consumer Discretionary Select Sector SPDR Fund Exchange traded fund (XLY) 0.0 $3.0M 22k 137.47
BP p.l.c Common stock (BP) 0.0 $3.0M 106k 28.35
Marathon Petroleum Corporation Common stock (MPC) 0.0 $3.0M 36k 82.20
Golub Capital BDC Mutual fund (GBDC) 0.0 $3.0M 230k 12.96
Pioneer Natural Resources Company Common stock 0.0 $3.0M 13k 223.09
Atlassian Corp. Plc Class A Common stock 0.0 $3.0M 16k 187.43
Equinix Common stock (EQIX) 0.0 $2.9M 4.5k 657.09
Uber Technologies Common stock (UBER) 0.0 $2.9M 141k 20.46
Norfolk Southern Corporation Common stock (NSC) 0.0 $2.9M 13k 227.31
Cigna Corporation Common stock (CI) 0.0 $2.9M 11k 263.48
Applied Materials Common stock (AMAT) 0.0 $2.9M 32k 90.98
Illumina Common stock (ILMN) 0.0 $2.9M 16k 184.35
Akamai Technologies Common stock (AKAM) 0.0 $2.9M 31k 91.33
SPDR SSGA US Small Cap Low Volatility Index ETF Exchange traded fund (SMLV) 0.0 $2.9M 27k 104.29
Astrazeneca Common stock (AZN) 0.0 $2.8M 43k 66.08
Cadence Bank Common stock (CADE) 0.0 $2.8M 120k 23.48
iShares JP Morgan USD Emerging Markets Bond ETF Exchange traded fund (EMB) 0.0 $2.8M 33k 85.32
Lululemon Athletica Common stock (LULU) 0.0 $2.8M 10k 272.61
iShares ESG Aware MSCI EM ETF Exchange traded fund (ESGE) 0.0 $2.8M 87k 32.31
SPDR S&P 600 Small Cap Growth ETF Exchange traded fund (SLYG) 0.0 $2.8M 39k 70.49
MercadoLibre Common stock (MELI) 0.0 $2.8M 4.3k 636.83
iShares US Financial Services ETF Exchange traded fund (IYG) 0.0 $2.7M 19k 148.23
Intrusion Common stock 0.0 $2.7M 699k 3.91
iShares iBonds Dec 2026 Term Corporate ETF Exchange traded fund (IBDR) 0.0 $2.7M 114k 23.79
Welltower Common stock (WELL) 0.0 $2.7M 33k 82.35
IDEXX Laboratories Common stock (IDXX) 0.0 $2.7M 7.6k 350.70
iShares Expanded Tech-Software Sector ETF Exchange traded fund (IGV) 0.0 $2.6M 9.8k 269.62
SPDR Portfolio S&P 400 Mid Cap ETF Exchange traded fund (SPMD) 0.0 $2.6M 67k 39.69
QCR Holdings Common stock (QCRH) 0.0 $2.6M 49k 54.00
Xcel Energy Common stock (XEL) 0.0 $2.6M 37k 70.77
Domino's Pizza Common stock (DPZ) 0.0 $2.6M 6.7k 389.79
iShares California Muni Bond ETF Exchange traded fund (CMF) 0.0 $2.6M 46k 56.45
OrthoPediatrics Corp. Common stock (KIDS) 0.0 $2.6M 60k 43.14
Waste Management Common stock (WM) 0.0 $2.6M 17k 153.00
Dover Corporation Common stock (DOV) 0.0 $2.6M 21k 121.31
iShares Broad USD High Yield Corporate Bond ETF Exchange traded fund (USHY) 0.0 $2.5M 73k 34.63
Sempra Energy Common stock (SRE) 0.0 $2.5M 17k 150.25
Carrier Global Corp. Common stock (CARR) 0.0 $2.5M 71k 35.66
Regions Financial Corporation Common stock (RF) 0.0 $2.5M 134k 18.75
American Electric Power Company Common stock (AEP) 0.0 $2.5M 26k 95.93
ServiceNow Common stock (NOW) 0.0 $2.5M 5.3k 475.53
iShares 20 Year Treasury Bond ETF Exchange traded fund (TLT) 0.0 $2.5M 22k 114.85
Elevance Health Common stock (ELV) 0.0 $2.5M 5.1k 482.60
Public Storage Common stock (PSA) 0.0 $2.4M 7.8k 312.60
Materials Select Sector SPDR Fund Exchange traded fund (XLB) 0.0 $2.4M 32k 73.60
DexCom Common stock (DXCM) 0.0 $2.4M 32k 74.53
iShares Short Treasury Bond ETF Exchange traded fund (SHV) 0.0 $2.4M 22k 110.12
Independence Realty Trust Common stock (IRT) 0.0 $2.4M 114k 20.73
Vanguard Mega Cap Growth ETF Exchange traded fund (MGK) 0.0 $2.4M 13k 181.71
Stericycle Common stock (SRCL) 0.0 $2.3M 53k 43.84
VeriSign Common stock (VRSN) 0.0 $2.3M 14k 167.30
Whirlpool Corporation Common stock (WHR) 0.0 $2.3M 15k 154.89
Duke Realty Corporation Common stock 0.0 $2.3M 42k 54.95
DoorDash, Inc. Class A Common stock (DASH) 0.0 $2.3M 36k 64.18
iShares Silver Trust Exchange traded fund (SLV) 0.0 $2.3M 123k 18.64
Agilent Technologies Common stock (A) 0.0 $2.3M 19k 118.78
DaVita Common stock (DVA) 0.0 $2.2M 28k 79.95
Viatris Common stock (VTRS) 0.0 $2.2M 214k 10.47
Vanguard Health Care ETF Exchange traded fund (VHT) 0.0 $2.2M 9.3k 235.51
General Motors Company Common stock (GM) 0.0 $2.2M 69k 31.76
Humana Common stock (HUM) 0.0 $2.2M 4.7k 468.08
M&T Bank Corporation Common stock (MTB) 0.0 $2.2M 14k 159.40
Titan International Common stock (TWI) 0.0 $2.2M 143k 15.10
iShares U.S. Utilities ETF Exchange traded fund (IDU) 0.0 $2.2M 25k 85.58
HP Common stock (HPQ) 0.0 $2.2M 66k 32.79
WisdomTree Emerging Markets High Dividend Fund Exchange traded fund (DEM) 0.0 $2.1M 58k 37.04
Schwab International Small-Cap Equity ETF Exchange traded fund (SCHC) 0.0 $2.1M 68k 31.23
Sysco Corporation Common stock (SYY) 0.0 $2.1M 25k 84.69
Linde Common stock 0.0 $2.1M 7.3k 287.49
iShares Core MSCI International Developed Markets ETF Exchange traded fund (IDEV) 0.0 $2.1M 39k 53.73
Marsh & McLennan Companies Common stock (MMC) 0.0 $2.1M 13k 155.29
Medical Properties Trust Common stock (MPW) 0.0 $2.0M 134k 15.27
Corteva Common stock (CTVA) 0.0 $2.0M 38k 54.14
Consolidated Edison Common stock (ED) 0.0 $2.0M 21k 95.11
Netflix Common stock (NFLX) 0.0 $2.0M 11k 174.87
New York Community Bancorp Common stock 0.0 $2.0M 218k 9.13
iShares Gold Trust Exchange traded fund (IAU) 0.0 $2.0M 58k 34.31
iShares Core High Dividend ETF Exchange traded fund (HDV) 0.0 $2.0M 20k 100.44
Nucor Corporation Common stock (NUE) 0.0 $2.0M 19k 104.40
Equity Commonwealth 6.5 Cum Conv Pfd Registered Shs Series -D- Convertible preferred (EQC.PD) 0.0 $2.0M 76k 26.05
Nice Common stock (NICE) 0.0 $2.0M 10k 192.43
SLR Investment Corp. Mutual fund (SLRC) 0.0 $2.0M 134k 14.63
ABB Ltd. Shs Sponsored American Depositary Receipt Repr 1 Sh Common stock (ABBNY) 0.0 $2.0M 73k 26.73
Aon Plc Class A Common stock (AON) 0.0 $2.0M 7.2k 269.69
Freeport-McMoRan Common stock (FCX) 0.0 $1.9M 67k 29.25
Consumer Staples Select Sector SPDR Fund Exchange traded fund (XLP) 0.0 $1.9M 27k 72.18
Sanofi Common stock (SNY) 0.0 $1.9M 39k 50.03
First Trust NYSE Arca Biotechnology Index Fund Exchange traded fund (FBT) 0.0 $1.9M 14k 135.56
iShares Core Dividend Growth ETF Exchange traded fund (DGRO) 0.0 $1.9M 40k 47.63
iShares Russell Mid-Cap Value ETF Exchange traded fund (IWS) 0.0 $1.9M 19k 101.54
MicroStrategy Incorporated Class A Common stock (MSTR) 0.0 $1.9M 11k 164.32
iShares Biotechnology ETF Exchange traded fund (IBB) 0.0 $1.9M 16k 117.63
RPM International Common stock (RPM) 0.0 $1.9M 24k 78.72
Intercontinental Exchange Common stock (ICE) 0.0 $1.9M 20k 94.06
Rogers Communications Inc. Class B Common stock (RCI) 0.0 $1.9M 39k 47.91
Microchip Technology Incorporated Common stock (MCHP) 0.0 $1.9M 32k 58.10
Energy Transfer Common stock (ET) 0.0 $1.8M 183k 9.98
Match Group Common stock (MTCH) 0.0 $1.8M 26k 69.70
iShares MSCI EAFE Value ETF Exchange traded fund (EFV) 0.0 $1.8M 42k 43.39
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest Mutual fund (NEA) 0.0 $1.8M 154k 11.75
Warner Bros. Discovery, Inc. Series A Common stock (WBD) 0.0 $1.8M 135k 13.42
J.P. Morgan Alerian MLP Index ETN Exchange traded fund 0.0 $1.8M 95k 18.96
Edwards Lifesciences Corporation Common stock (EW) 0.0 $1.8M 19k 95.08
Xerox Holdings Corporation Common stock (XRX) 0.0 $1.7M 117k 14.85
Vanguard FTSE Europe ETF Exchange traded fund (VGK) 0.0 $1.7M 33k 52.83
Dimensional International Value ETF Exchange traded fund (DFIV) 0.0 $1.7M 60k 28.88
Monster Beverage Corporation Common stock (MNST) 0.0 $1.7M 19k 92.72
iShares iBonds Dec 2027 Term Corporate ETF Exchange traded fund (IBDS) 0.0 $1.7M 72k 23.87
iShares MSCI USA Momentum Factor ETF Exchange traded fund (MTUM) 0.0 $1.7M 13k 136.35
Invesco S&P 500 Low Volatility ETF Exchange traded fund (SPLV) 0.0 $1.7M 27k 61.99
Royalty Pharma Plc Class A Common stock (RPRX) 0.0 $1.7M 40k 42.05
Occidental Petroleum Corporation Common stock (OXY) 0.0 $1.7M 29k 58.88
Equity Residential Common stock (EQR) 0.0 $1.7M 23k 72.23
Plains All American Pipeline Common stock (PAA) 0.0 $1.7M 171k 9.82
Invesco Senior Loan ETF Exchange traded fund (BKLN) 0.0 $1.7M 82k 20.27
SPDR S&P Regional Banking ETF Exchange traded fund (KRE) 0.0 $1.7M 28k 58.09
W. P. Carey Common stock (WPC) 0.0 $1.6M 20k 82.84
Yum China Holdings Common stock (YUMC) 0.0 $1.6M 34k 48.50
Trade Desk, Inc. Class A Common stock (TTD) 0.0 $1.6M 39k 41.88
iShares iBonds Dec 2029 Term Corporate ETF Exchange traded fund (IBDU) 0.0 $1.6M 72k 22.85
iShares iBonds Dec 2028 Term Corporate ETF Exchange traded fund (IBDT) 0.0 $1.6M 66k 24.96
Horizon Kinetics Inflation Beneficiaries ETF Exchange traded fund (INFL) 0.0 $1.6M 57k 28.54
First Horizon Corporation Common stock (FHN) 0.0 $1.6M 74k 21.87
PayPal Holdings Common stock (PYPL) 0.0 $1.6M 23k 69.82
Nuveen Quality Municipal Income Fund of Benef.Interest Mutual fund (NAD) 0.0 $1.6M 129k 12.47
Autodesk Common stock (ADSK) 0.0 $1.6M 9.3k 171.98
Nuveen Municipal Credit Income Fund of Benef Interest Mutual fund (NZF) 0.0 $1.6M 127k 12.56
Nutrien Common stock (NTR) 0.0 $1.6M 20k 79.69
Sap Se Common stock (SAP) 0.0 $1.6M 17k 90.69
SPDR S&P 600 Small Cap Value ETF Exchange traded fund (SLYV) 0.0 $1.6M 22k 72.40
iShares Dow Jones U.S. ETF Exchange traded fund (IYY) 0.0 $1.6M 17k 92.34
Moderna Common stock (MRNA) 0.0 $1.6M 11k 142.83
Vanguard Russell 3000 ETF Exchange traded fund (VTHR) 0.0 $1.5M 9.2k 168.96
NVR Common stock (NVR) 0.0 $1.5M 384.00 4005.21
Black Hills Corporation Common stock (BKH) 0.0 $1.5M 21k 72.79
Extra Space Storage Common stock (EXR) 0.0 $1.5M 8.9k 170.16
Clorox Company Common stock (CLX) 0.0 $1.5M 11k 140.96
Travelers Companies Common stock (TRV) 0.0 $1.5M 8.8k 169.12
British American Tobacco Common stock (BTI) 0.0 $1.5M 35k 42.91
Weyerhaeuser Company Common stock (WY) 0.0 $1.5M 45k 33.11
Sabine Royalty Trust Common stock (SBR) 0.0 $1.5M 24k 60.87
Cardinal Health Common stock (CAH) 0.0 $1.4M 28k 52.26
Vanguard ESG U.S. Stock ETF Exchange traded fund (ESGV) 0.0 $1.4M 22k 66.40
Anheuser-Busch InBev SA Common stock (BUD) 0.0 $1.4M 27k 53.93
Mid-America Apartment Communities Common stock (MAA) 0.0 $1.4M 8.1k 174.72
iShares MSCI EAFE Small-Cap ETF Exchange traded fund (SCZ) 0.0 $1.4M 26k 54.61
United Bankshares Common stock (UBSI) 0.0 $1.4M 40k 35.08
Invitation Homes Common stock (INVH) 0.0 $1.4M 40k 35.59
Enbridge Common stock (ENB) 0.0 $1.4M 33k 42.25
iShares Core Total USD Bond Market ETF Exchange traded fund (IUSB) 0.0 $1.4M 30k 46.82
Eagle Bancorp Common stock (EGBN) 0.0 $1.4M 29k 47.42
Franco-Nevada Corporation Common stock (FNV) 0.0 $1.4M 10k 131.61
Sun Communities Common stock (SUI) 0.0 $1.4M 8.6k 159.42
Snowflake, Inc. Class A Common stock (SNOW) 0.0 $1.4M 9.8k 139.08
Carlyle Group Common stock (CG) 0.0 $1.4M 43k 31.66
SPDR Dow Jones Industrial Average ETF Trust Exchange traded fund (DIA) 0.0 $1.3M 4.4k 307.82
Lumen Technologies Common stock (LUMN) 0.0 $1.3M 123k 10.91
Invesco S&P MidCap Low Volatility ETF Exchange traded fund (XMLV) 0.0 $1.3M 26k 51.40
Switch, Inc. Class A Common stock 0.0 $1.3M 40k 33.50
Sandy Spring Bancorp Common stock (SASR) 0.0 $1.3M 34k 39.06
Morgan Stanley Common stock (MS) 0.0 $1.3M 18k 76.06
Snap-on Incorporated Common stock (SNA) 0.0 $1.3M 6.8k 196.98
Zimmer Biomet Holdings Common stock (ZBH) 0.0 $1.3M 13k 105.10
BlackRock Ultra Short-Term Bond ETF Exchange traded fund (ICSH) 0.0 $1.3M 27k 50.03
Vertex Pharmaceuticals Incorporated Common stock (VRTX) 0.0 $1.3M 4.7k 281.75
IQ Hedge Multi-Strategy Tracker ETF Exchange traded fund (QAI) 0.0 $1.3M 46k 28.68
O'Reilly Automotive Common stock (ORLY) 0.0 $1.3M 2.1k 631.60
PotlatchDeltic Corporation Common stock (PCH) 0.0 $1.3M 30k 44.18
First Trust NASDAQ-100 Technology Sector Index Fund Exchange traded fund (QTEC) 0.0 $1.3M 11k 114.45
Palo Alto Networks Common stock (PANW) 0.0 $1.3M 2.6k 493.96
Devon Energy Corporation Common stock (DVN) 0.0 $1.3M 24k 55.09
Charter Communications, Inc. Class A Common stock (CHTR) 0.0 $1.3M 2.7k 468.51
Capital Bancorp Common stock (CBNK) 0.0 $1.3M 58k 21.70
McKesson Corporation Common stock (MCK) 0.0 $1.3M 3.9k 326.27
iShares Fallen Angels USD Bond ETF Exchange traded fund (FALN) 0.0 $1.3M 51k 24.61
Ares Capital Corporation Mutual fund (ARCC) 0.0 $1.2M 69k 17.94
Horizon Therapeutics Public Limited Company Common stock 0.0 $1.2M 16k 79.74
Franklin BSP Realty Trust Common stock (FBRT) 0.0 $1.2M 91k 13.48
Real Estate Select Sector SPDR Fund Exchange traded fund (XLRE) 0.0 $1.2M 30k 40.87
Spdr S&p Biotech Etf Exchange traded fund (XBI) 0.0 $1.2M 17k 74.24
iShares S&P Mid-Cap 400 Value ETF Exchange traded fund (IJJ) 0.0 $1.2M 13k 94.42
MetLife Common stock (MET) 0.0 $1.2M 20k 62.79
Camden Property Trust Common stock (CPT) 0.0 $1.2M 9.1k 134.50
Allstate Corporation Common stock (ALL) 0.0 $1.2M 9.6k 126.74
Royal Gold Common stock (RGLD) 0.0 $1.2M 11k 106.78
Vanguard Short-Term Inflation-Protected Securities ETF Exchange traded fund (VTIP) 0.0 $1.2M 24k 50.13
iShares Russell 2000 Value ETF Exchange traded fund (IWN) 0.0 $1.2M 8.8k 136.19
Genmab A/S Common stock (GMAB) 0.0 $1.2M 37k 32.49
Trane Technologies Common stock (TT) 0.0 $1.2M 9.1k 129.85
H&R Block Common stock (HRB) 0.0 $1.2M 33k 35.31
BioMarin Pharmaceutical Common stock (BMRN) 0.0 $1.2M 14k 82.89
iShares U.S. Home Construction ETF Exchange traded fund (ITB) 0.0 $1.2M 22k 52.52
Vanguard Financials ETF Exchange traded fund (VFH) 0.0 $1.2M 15k 77.21
Alexandria Real Estate Equities Common stock (ARE) 0.0 $1.2M 8.0k 145.06
iShares MSCI KLD 400 Social ETF Exchange traded fund (DSI) 0.0 $1.2M 16k 71.88
Spotify Technology SA Common stock (SPOT) 0.0 $1.2M 12k 93.81
Ameriprise Financial Common stock (AMP) 0.0 $1.2M 4.9k 237.71
First Trust Value Line Dividend Index Fund Exchange traded fund (FVD) 0.0 $1.2M 30k 38.82
Kimco Realty Corporation Common stock (KIM) 0.0 $1.2M 59k 19.77
Vanguard Russell 1000 Growth ETF Exchange traded fund (VONG) 0.0 $1.2M 21k 56.27
Halliburton Company Common stock (HAL) 0.0 $1.1M 37k 31.36
Phillips Edison & Company Common stock (PECO) 0.0 $1.1M 34k 33.42
Cincinnati Financial Corporation Common stock (CINF) 0.0 $1.1M 9.5k 118.95
First Trust Dorsey Wright Focus 5 ETF Exchange traded fund (FV) 0.0 $1.1M 27k 41.42
Sprott Gold Miners ETF Exchange traded fund (SGDM) 0.0 $1.1M 46k 24.30
V.F. Corporation Common stock (VFC) 0.0 $1.1M 25k 44.19
TotalEnergies SE Common stock (TTE) 0.0 $1.1M 21k 52.65
Wheaton Precious Metals Corp Common stock (WPM) 0.0 $1.1M 30k 36.03
Essex Property Trust Common stock (ESS) 0.0 $1.1M 4.2k 261.60
Cummins Common stock (CMI) 0.0 $1.1M 5.6k 193.48
Ford Motor Company Common stock (F) 0.0 $1.1M 98k 11.13
iShares MSCI USA ESG Select ETF Exchange traded fund (SUSA) 0.0 $1.1M 14k 80.69
First Trust Preferred Securities & Income ETF Exchange traded fund (FPE) 0.0 $1.1M 63k 17.23
United Therapeutics Corporation Common stock (UTHR) 0.0 $1.1M 4.6k 235.63
Polaris Common stock (PII) 0.0 $1.1M 11k 99.25
Valero Energy Corporation Common stock (VLO) 0.0 $1.1M 10k 106.30
Simmons First National Corporation Class A Common stock (SFNC) 0.0 $1.1M 50k 21.25
Snap, Inc. Class A Common stock (SNAP) 0.0 $1.1M 80k 13.13
Expeditors International of Washington Common stock (EXPD) 0.0 $1.0M 11k 97.46
Charles Schwab Corp Common stock (SCHW) 0.0 $1.0M 16k 63.19
OneSpan Common stock (OSPN) 0.0 $1.0M 86k 11.90
Entergy Corporation Common stock (ETR) 0.0 $1.0M 9.0k 112.63
Albemarle Corporation Common stock (ALB) 0.0 $1.0M 4.8k 208.96
iShares U.S. Real Estate ETF Exchange traded fund (IYR) 0.0 $995k 11k 91.96
HCA Healthcare Common stock (HCA) 0.0 $992k 5.9k 168.14
Genuine Parts Company Common stock (GPC) 0.0 $986k 7.4k 132.97
Progressive Corporation Common stock (PGR) 0.0 $978k 8.4k 116.25
Wells Fargo & Company 7.5 Non Cum Perp Conv Pfd Registered Shs A Series L Convertible preferred (WFC.PL) 0.0 $976k 803.00 1215.44
HubSpot Common stock (HUBS) 0.0 $960k 3.2k 300.66
Coterra Energy Common stock (CTRA) 0.0 $937k 36k 25.79
NBT Bancorp Common stock (NBTB) 0.0 $935k 25k 37.60
ArrowMark Financial Corp. Mutual fund (BANX) 0.0 $931k 49k 19.20
Antero Midstream Corp. Common stock (AM) 0.0 $929k 103k 9.05
American Homes 4 Rent Class A Common stock (AMH) 0.0 $922k 26k 35.45
Equity LifeStyle Properties Common stock (ELS) 0.0 $916k 13k 70.45
Corning Common stock (GLW) 0.0 $909k 29k 31.51
Exelon Corporation Common stock (EXC) 0.0 $900k 20k 45.30
SBA Communications Corp. Class A Common stock (SBAC) 0.0 $896k 2.8k 320.23
First Trust Dorsey Wright Momentum & Low Volatility ETF Exchange traded fund (DVOL) 0.0 $892k 36k 25.13
SPDR Portfolio S&P 600 Small Cap ETF Exchange traded fund (SPSM) 0.0 $891k 25k 35.98
Regeneron Pharmaceuticals Common stock (REGN) 0.0 $891k 1.5k 590.85
iShares U.S. Healthcare Providers ETF Exchange traded fund (IHF) 0.0 $887k 3.5k 255.55
SPDR Dow Jones International Real Estate ETF Exchange traded fund (RWX) 0.0 $880k 31k 28.22
Goldman Sachs Access Inflation Protected USD Bond ETF Exchange traded fund (GTIP) 0.0 $879k 17k 51.55
SPDR Portfolio Intermediate Term Corporate Bond ETF Exchange traded fund (SPIB) 0.0 $879k 27k 32.64
Ventas Common stock (VTR) 0.0 $876k 17k 51.42
SVB Financial Group Common stock (SIVBQ) 0.0 $875k 2.2k 395.21
First Trust Financials AlphaDEX Fund Exchange traded fund (FXO) 0.0 $873k 23k 38.84
Block, Inc. Class A Common stock (SQ) 0.0 $854k 14k 61.47
Invesco BulletShares 2022 Corporate Bond ETF Exchange traded fund 0.0 $844k 40k 21.20
WEC Energy Group Common stock (WEC) 0.0 $843k 8.4k 100.62
Baxter International Common stock (BAX) 0.0 $836k 13k 64.27
VanEck Morningstar Wide Moat ETF Exchange traded fund (MOAT) 0.0 $833k 13k 63.70
Quanta Services Common stock (PWR) 0.0 $829k 6.6k 125.34
Vanguard ESG International Stock ETF Exchange traded fund (VSGX) 0.0 $823k 17k 49.06
Discover Financial Services Common stock (DFS) 0.0 $822k 8.7k 94.56
Public Service Enterprise Group Common stock (PEG) 0.0 $817k 13k 63.28
EastGroup Properties Common stock (EGP) 0.0 $817k 5.3k 154.24
Fortinet Common stock (FTNT) 0.0 $814k 14k 56.59
Vanguard Materials ETF Exchange traded fund (VAW) 0.0 $803k 5.0k 160.22
Hartford Financial Services Group Common stock (HIG) 0.0 $801k 12k 65.39
Kayne Anderson Energy Infrastructure Fund Mutual fund (KYN) 0.0 $799k 95k 8.38
SS&C Technologies Holdings Common stock (SSNC) 0.0 $796k 14k 58.09
Federal Realty Investment Trust Common stock (FRT) 0.0 $794k 8.3k 95.72
America Movil SAB de CV Sponsored ADR Class L Common stock 0.0 $785k 38k 20.43
Vanguard Consumer Staples ETF Exchange traded fund (VDC) 0.0 $782k 4.2k 185.35
Brown-Forman Corporation Class B Common stock (BF.B) 0.0 $779k 11k 70.19
Sonoco Products Company Common stock (SON) 0.0 $778k 14k 57.03
Schwab U.S. REIT ETF Exchange traded fund (SCHH) 0.0 $776k 37k 21.08
iShares MSCI USA Value Factor ETF Exchange traded fund (VLUE) 0.0 $775k 8.6k 90.55
Alerian MLP ETF Exchange traded fund (AMLP) 0.0 $774k 23k 34.46
Halozyme Therapeutics Common stock (HALO) 0.0 $769k 18k 44.02
Hershey Company Common stock (HSY) 0.0 $769k 3.6k 215.23
Canadian National Railway Company Common stock (CNI) 0.0 $760k 6.8k 112.51
Paramount Global Class B Common stock (PARA) 0.0 $759k 31k 24.68
CenterPoint Energy Common stock (CNP) 0.0 $758k 26k 29.57
STMicroelectronics NV ADR RegS Common stock (STM) 0.0 $755k 24k 31.45
BorgWarner Common stock (BWA) 0.0 $754k 23k 33.39
Newmont Corporation Common stock (NEM) 0.0 $748k 13k 59.67
Plains GP Holdings LP Class A Common stock (PAGP) 0.0 $745k 72k 10.32
agilon health Common stock (AGL) 0.0 $745k 34k 21.83
Global X Silver Miners ETF Exchange traded fund (SIL) 0.0 $740k 29k 25.92
First Eagle Alternative Capital BDC Mutual fund 0.0 $739k 209k 3.54
Wyndham Hotels & Resorts Common stock (WH) 0.0 $737k 11k 65.70
Incyte Corporation Common stock (INCY) 0.0 $732k 9.6k 76.00
AmerisourceBergen Corporation Common stock (COR) 0.0 $731k 5.2k 141.50
Vanguard Extended Market ETF Exchange traded fund (VXF) 0.0 $728k 5.6k 131.15
Raymond James Financial Common stock (RJF) 0.0 $725k 8.1k 89.45
Schwab Fundamental US Large Co. Index ETF Exchange traded fund (FNDX) 0.0 $718k 14k 50.89
LyondellBasell Industries NV Common stock (LYB) 0.0 $717k 8.2k 87.42
Hanesbrands Common stock (HBI) 0.0 $716k 70k 10.29
Boston Properties Common stock (BXP) 0.0 $716k 8.0k 89.04
First Trust Health Care AlphaDEX Fund Exchange traded fund (FXH) 0.0 $715k 6.9k 103.12
iShares U.S. Energy ETF Exchange traded fund (IYE) 0.0 $711k 19k 38.12
Sprott Physical Gold Trust Units Mutual fund (PHYS) 0.0 $710k 50k 14.17
Apollo Global Management Common stock (APO) 0.0 $704k 15k 48.47
iShares ESG MSCI USA Leaders ETF Exchange traded fund (SUSL) 0.0 $703k 11k 66.36
Bank of New York Mellon Corp Common stock (BK) 0.0 $701k 17k 41.70
PPG Industries Common stock (PPG) 0.0 $691k 6.0k 114.29
iShares Micro-Cap ETF Exchange traded fund (IWC) 0.0 $689k 6.6k 103.95
Omnicom Group Common stock (OMC) 0.0 $687k 11k 63.62
Commerce Bancshares Common stock (CBSH) 0.0 $687k 11k 65.62
Church & Dwight Common stock (CHD) 0.0 $684k 7.4k 92.70
Rollins Common stock (ROL) 0.0 $682k 20k 34.91
Delta Air Lines Common stock (DAL) 0.0 $681k 24k 28.95
Essential Utilities Common stock (WTRG) 0.0 $681k 15k 45.82
iShares Global Energy ETF Exchange traded fund (IXC) 0.0 $680k 20k 33.87
International Paper Company Common stock (IP) 0.0 $680k 16k 41.82
Principal Financial Group Common stock (PFG) 0.0 $680k 10k 66.80
Fortive Corp. Common stock (FTV) 0.0 $674k 12k 54.42
CubeSmart Common stock (CUBE) 0.0 $673k 16k 42.72
Invesco S&P 500 Quality ETF Exchange traded fund (SPHQ) 0.0 $668k 16k 42.02
AppFolio Inc Class A Common stock (APPF) 0.0 $665k 7.3k 90.62
Leidos Holdings Common stock (LDOS) 0.0 $664k 6.6k 100.74
Martin Marietta Materials Common stock (MLM) 0.0 $655k 2.2k 299.22
Hasbro Common stock (HAS) 0.0 $653k 8.0k 81.82
Take-Two Interactive Software Common stock (TTWO) 0.0 $648k 5.3k 122.50
Data I/O Corporation Common stock (DAIO) 0.0 $645k 210k 3.07
Unum Group Common stock (UNM) 0.0 $643k 19k 34.04
Comerica Incorporated Common stock (CMA) 0.0 $642k 8.7k 73.41
Alibaba Group Holding Common stock (BABA) 0.0 $642k 5.7k 113.63
SolarEdge Technologies Common stock (SEDG) 0.0 $637k 2.3k 273.74
Fidelity Corporate Bond ETF Exchange traded fund (FCOR) 0.0 $633k 14k 46.38
iShares 10-20 Year Treasury Bond ETF Exchange traded fund (TLH) 0.0 $630k 5.2k 120.14
WisdomTree Emerging Markets SmallCap Dividend Fund Exchange traded fund (DGS) 0.0 $628k 14k 44.64
SPDR Portfolio S&P 500 ETF Exchange traded fund (SPLG) 0.0 $627k 14k 44.35
Innovator U.S. Equity Power Buffer ETF - November Exchange traded fund (PNOV) 0.0 $626k 22k 28.32
Ryman Hospitality Properties Common stock (RHP) 0.0 $623k 8.2k 75.98
Seabridge Gold Common stock (SA) 0.0 $622k 50k 12.44
Keysight Technologies Common stock (KEYS) 0.0 $621k 4.5k 137.82
Lennar Corporation Class A Common stock (LEN) 0.0 $618k 8.8k 70.60
Helmerich & Payne Common stock (HP) 0.0 $618k 14k 43.06
Murphy USA Common stock (MUSA) 0.0 $613k 2.6k 232.81
TFI International Common stock (TFII) 0.0 $613k 7.6k 80.25
Invesco KBW Premium Yield Equity REIT ETF Exchange traded fund (KBWY) 0.0 $612k 28k 22.10
Darden Restaurants Common stock (DRI) 0.0 $611k 5.4k 113.11
Sprott Physical Gold and Silver Trust Units Mutual fund (CEF) 0.0 $609k 36k 16.82
Smith & Wesson Brands Common stock (SWBI) 0.0 $607k 46k 13.13
Heartland Financial USA Common stock (HTLF) 0.0 $607k 15k 41.51
Vanguard Consumer Discretionary ETF Exchange traded fund (VCR) 0.0 $604k 2.7k 227.50
FS KKR Capital Corp. Mutual fund (FSK) 0.0 $604k 31k 19.43
Acuity Brands Common stock (AYI) 0.0 $602k 3.9k 153.92
Interpublic Group of Companies Common stock (IPG) 0.0 $600k 22k 27.54
iShares Russell Top 200 ETF Exchange traded fund (IWL) 0.0 $588k 6.5k 89.80
DTE Energy Company Common stock (DTE) 0.0 $587k 4.6k 126.84
Vanguard Energy ETF Exchange traded fund (VDE) 0.0 $586k 5.9k 99.41
Citrix Systems Common stock 0.0 $582k 6.0k 97.19
SPDR S&P 400 Mid Cap Growth ETF Exchange traded fund (MDYG) 0.0 $582k 9.5k 60.97
Huntington Bancshares Incorporated Common stock (HBAN) 0.0 $580k 48k 12.03
Xenia Hotels & Resorts Common stock (XHR) 0.0 $574k 40k 14.53
Markel Corporation Common stock (MKL) 0.0 $574k 444.00 1292.79
Palantir Technologies Inc. Class A Common stock (PLTR) 0.0 $572k 63k 9.08
Sprague Resources Common stock 0.0 $568k 30k 18.99
FirstEnergy Corp. Common stock (FE) 0.0 $567k 15k 38.36
Cambria Foreign Shareholder Yield ETF Exchange traded fund (FYLD) 0.0 $564k 24k 23.26
NovoCure Common stock (NVCR) 0.0 $561k 8.1k 69.50
JPMorgan Diversified Return U.S. Equity ETF Exchange traded fund (JPUS) 0.0 $557k 6.1k 91.55
First Trust North American Energy Infrastructure Fund Exchange traded fund (EMLP) 0.0 $554k 22k 25.72
SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange traded fund (SPYX) 0.0 $553k 6.0k 92.31
Franklin Resources Common stock (BEN) 0.0 $551k 24k 23.32
PPL Corporation Common stock (PPL) 0.0 $546k 20k 27.15
Ingredion Incorporated Common stock (INGR) 0.0 $545k 6.2k 88.14
First Trust TCW Unconstrained Plus Bond ETF Exchange traded fund (UCON) 0.0 $543k 22k 24.49
Bunge Common stock 0.0 $542k 6.0k 90.74
Fidelity MSCI Information Technology Index ETF Exchange traded fund (FTEC) 0.0 $541k 5.6k 96.45
iShares U.S. Basic Materials ETF Exchange traded fund (IYM) 0.0 $538k 4.6k 117.72
Wintrust Financial Corporation Common stock (WTFC) 0.0 $532k 6.6k 80.10
Western Digital Corporation Common stock (WDC) 0.0 $527k 12k 44.82
Invesco BulletShares 2025 High Yield Corporate Bond ETF Exchange traded fund (BSJP) 0.0 $524k 24k 21.95
West Pharmaceutical Services Common stock (WST) 0.0 $522k 1.7k 302.08
Invesco S&P 500 Equal Weight Utilities ETF Exchange traded fund (RSPU) 0.0 $517k 4.5k 114.25
Equinor ASA Common stock (EQNR) 0.0 $516k 15k 34.79
Baidu Inc Sponsored ADR Class A Common stock (BIDU) 0.0 $516k 3.5k 148.62
ViaSat Common stock (VSAT) 0.0 $513k 17k 30.64
Invesco BulletShares 2024 High Yield Corporate Bond ETF Exchange traded fund (BSJO) 0.0 $513k 24k 21.79
Alarm.com Holdings Common stock (ALRM) 0.0 $511k 8.3k 61.85
SPDR Dow Jones REIT ETF Exchange traded fund (RWR) 0.0 $509k 5.4k 95.14
Bluerock Residential Growth REIT, Inc. Class A Common stock 0.0 $508k 19k 26.27
Broadridge Financial Solutions Common stock (BR) 0.0 $508k 3.6k 142.46
LHC Group Common stock 0.0 $506k 3.3k 155.69
Prospect Capital Corporation 4.95 15-JUL-2022 Convertible bond 0.0 $504k 5.0k 100.80
iShares Core Growth Allocation ETF Exchange traded fund (AOR) 0.0 $503k 11k 48.04
East West Bancorp Common stock (EWBC) 0.0 $501k 7.7k 64.86
SPDR S&P International Small Cap ETF Exchange traded fund (GWX) 0.0 $501k 17k 28.93
DNP Select Income Fund Mutual fund (DNP) 0.0 $500k 46k 10.84
Sirius XM Holdings Common stock (SIRI) 0.0 $496k 81k 6.13
American Water Works Company Common stock (AWK) 0.0 $496k 3.3k 148.86
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF Exchange traded fund (COMT) 0.0 $496k 12k 40.97
Colony Capital, Inc. 5.0 15-APR-2023 Convertible bond 0.0 $491k 5.0k 98.20
VanEck Mortgage REIT Income ETF Exchange traded fund (MORT) 0.0 $490k 35k 13.99
Kilroy Realty Corporation Common stock (KRC) 0.0 $489k 9.4k 52.30
iShares Core Aggressive Allocation ETF Exchange traded fund (AOA) 0.0 $488k 8.2k 59.85
Alcoa Corporation Common stock (AA) 0.0 $483k 11k 45.62
Ross Stores Common stock (ROST) 0.0 $481k 6.8k 70.25
iShares 0-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (SLQD) 0.0 $480k 9.9k 48.49
SPDR Portfolio Short Term Corporate Bond ETF Exchange traded fund (SPSB) 0.0 $478k 16k 29.70
Kroger Common stock (KR) 0.0 $476k 10k 47.29
Brookfield Infrastructure Corp. Common stock (BIPC) 0.0 $476k 11k 42.46
Oshkosh Corp Common stock (OSK) 0.0 $475k 5.8k 82.17
Coinbase Global, Inc. Class A Common stock (COIN) 0.0 $470k 10k 47.06
Science Applications International Corp. Common stock (SAIC) 0.0 $470k 5.1k 93.05
iShares ESG Aware MSCI EAFE ETF Exchange traded fund (ESGD) 0.0 $468k 7.5k 62.70
iShares Global Tech ETF Exchange traded fund (IXN) 0.0 $467k 10k 45.67
Moody's Corporation Common stock (MCO) 0.0 $462k 1.7k 272.08
Rexford Industrial Realty Common stock (REXR) 0.0 $461k 8.0k 57.57
Archer-Daniels-Midland Company Common stock (ADM) 0.0 $459k 5.9k 77.52
ProShares S&P 500 Dividend Aristocrats ETF Exchange traded fund (NOBL) 0.0 $454k 5.3k 85.31
CDW Corp. Common stock (CDW) 0.0 $454k 2.9k 157.53
VanEck Oil Services ETF Exchange traded fund (OIH) 0.0 $452k 1.9k 232.75
Invesco Common stock (IVZ) 0.0 $451k 28k 16.14
Invesco DWA Momentum ETF Exchange traded fund (PDP) 0.0 $451k 6.6k 68.17
Envestnet Common stock (ENV) 0.0 $450k 8.5k 52.73
KraneShares Bosera MSCI China A 50 Connect Index ETF Exchange traded fund (KBA) 0.0 $449k 12k 38.83
Seagate Technology Holdings Common stock (STX) 0.0 $445k 6.2k 71.42
ARK Innovation ETF Exchange traded fund (ARKK) 0.0 $444k 11k 39.86
BeiGene Common stock (BGNE) 0.0 $438k 2.7k 161.86
Lazard Global Total Return & Income Fund Mutual fund (LGI) 0.0 $436k 28k 15.45
State Street Corporation Common stock (STT) 0.0 $436k 7.1k 61.58
Fidelity High Dividend ETF Exchange traded fund (FDVV) 0.0 $435k 12k 35.96
FlexShares Quality Dividend Index Fund Exchange traded fund (QDF) 0.0 $435k 8.6k 50.75
Amkor Technology Common stock (AMKR) 0.0 $434k 26k 16.95
WestRock Company Common stock (WRK) 0.0 $432k 11k 39.88
Embecta Corporation Common stock (EMBC) 0.0 $424k 17k 25.31
iShares China Large-Cap ETF Exchange traded fund (FXI) 0.0 $421k 12k 33.93
OGE Energy Corp. Common stock (OGE) 0.0 $416k 11k 38.56
Annaly Capital Management Common stock 0.0 $415k 70k 5.91
Vanguard International High Dividend Yield ETF Exchange traded fund (VYMI) 0.0 $412k 7.0k 58.89
Vanguard Russell 2000 Growth ETF Exchange traded fund (VTWG) 0.0 $410k 2.7k 150.18
McCormick & Company, Incorporated Common stock (MKC) 0.0 $409k 4.9k 83.27
MPLX Common stock (MPLX) 0.0 $407k 14k 29.14
First Trust Technology AlphaDEX Fund Exchange traded fund (FXL) 0.0 $406k 4.3k 94.00
JBG SMITH Properties Common stock (JBGS) 0.0 $404k 17k 23.64
Invesco Bulletshares 2023 Corporate Bond ETF Exchange traded fund 0.0 $404k 19k 20.96
Southwest Airlines Common stock (LUV) 0.0 $404k 11k 36.12
Direxion Daily Financial Bull 3x Shares Exchange traded fund (FAS) 0.0 $403k 6.4k 63.06
WisdomTree U.S. High Dividend Fund Exchange traded fund (DHS) 0.0 $402k 4.9k 82.24
IQVIA Holdings Common stock (IQV) 0.0 $401k 1.9k 216.76
NXP Semiconductors NV Common stock (NXPI) 0.0 $401k 2.7k 147.92
Loews Corporation Common stock (L) 0.0 $398k 6.7k 59.21
Western Alliance Bancorp Common stock (WAL) 0.0 $397k 5.6k 70.59
eBay Common stock (EBAY) 0.0 $396k 9.5k 41.71
Fifth Third Bancorp Common stock (FITB) 0.0 $396k 12k 33.59
Fastenal Company Common stock (FAST) 0.0 $395k 7.9k 49.92
Aecom Common stock (ACM) 0.0 $394k 6.0k 65.19
Arcturus Therapeutics Holdings Common stock (ARCT) 0.0 $393k 25k 15.76
Boston Scientific Corporation Common stock (BSX) 0.0 $392k 11k 37.26
MGM Resorts International Common stock (MGM) 0.0 $392k 14k 28.97
ProShares UltraPro QQQ Exchange traded fund (TQQQ) 0.0 $391k 16k 24.02
Global X Lithium & Battery Tech ETF Exchange traded fund (LIT) 0.0 $389k 5.4k 72.66
Castle Biosciences Common stock (CSTL) 0.0 $389k 18k 21.95
SPDR MSCI ACWI Climate Paris Aligned ETF Exchange traded fund (NZAC) 0.0 $388k 15k 26.13
iShares MSCI All Country Asia ex Japan ETF Exchange traded fund (AAXJ) 0.0 $387k 5.6k 69.24
SPDR S&P Oil & Gas Exploration & Production ETF Exchange traded fund (XOP) 0.0 $386k 3.2k 119.47
Nokia Oyj Common stock (NOK) 0.0 $386k 84k 4.61
ResMed Common stock (RMD) 0.0 $385k 1.8k 209.69
Constellation Brands, Inc. Class A Common stock (STZ) 0.0 $385k 1.7k 232.77
Hewlett Packard Enterprise Common stock (HPE) 0.0 $383k 29k 13.26
Goldman Sachs Access Ultra Short Bond ETF Exchange traded fund (GSST) 0.0 $383k 7.7k 49.92
Invesco Water Resources ETF Exchange traded fund (PHO) 0.0 $383k 8.3k 46.23
PIMCO Active Bond ETF Exchange traded fund (BOND) 0.0 $382k 4.0k 95.36
Masco Corporation Common stock (MAS) 0.0 $378k 7.5k 50.57
BlackRock MuniAssets Fund Mutual fund (MUA) 0.0 $376k 31k 12.18
Hilton Worldwide Holdings Common stock (HLT) 0.0 $374k 3.4k 111.58
BHP Group Ltd Sponsored American Depositary Receipt Repr 2 Common stock (BHP) 0.0 $374k 6.7k 56.19
Gladstone Capital Corporation Mutual fund 0.0 $373k 37k 10.08
Ingersoll Rand Common stock (IR) 0.0 $371k 8.8k 42.03
Amcor Common stock (AMCR) 0.0 $370k 30k 12.42
ChargePoint Holdings, Inc. Class A Common stock (CHPT) 0.0 $368k 27k 13.68
Constellation Energy Corporation Common stock (CEG) 0.0 $368k 6.4k 57.33
Home BancShares Common stock (HOMB) 0.0 $368k 18k 20.78
Tegna Common stock (TGNA) 0.0 $367k 18k 20.95
Dell Technologies, Inc. Class C Common stock (DELL) 0.0 $364k 7.9k 46.25
Washington Real Estate Investment Trust Common stock (ELME) 0.0 $363k 17k 21.32
ING Groep NV Common stock (ING) 0.0 $363k 37k 9.92
Arbor Realty Trust Common stock (ABR) 0.0 $362k 28k 13.11
Calamos Convertible Opportunities And Income Fund Mutual fund (CHI) 0.0 $362k 34k 10.73
Canadian Pacific Railway Common stock 0.0 $359k 5.1k 69.79
Smartsheet, Inc. Class A Common stock (SMAR) 0.0 $358k 11k 31.46
Eversource Energy Common stock (ES) 0.0 $357k 4.2k 84.36
Funko, Inc. Class A Common stock (FNKO) 0.0 $355k 16k 22.34
Ameren Corporation Common stock (AEE) 0.0 $354k 3.9k 90.47
Organon & Co. Common stock (OGN) 0.0 $353k 11k 33.73
Cintas Corporation Common stock (CTAS) 0.0 $352k 943.00 373.28
iShares Global Infrastructure ETF Exchange traded fund (IGF) 0.0 $351k 7.5k 46.73
Arch Capital Group Common stock (ACGL) 0.0 $350k 7.7k 45.51
Berry Global Group Common stock (BERY) 0.0 $347k 6.4k 54.62
Eagle Materials Common stock (EXP) 0.0 $345k 3.1k 109.94
Global Payments Common stock (GPN) 0.0 $343k 3.1k 110.68
Tompkins Financial Corporation Common stock (TMP) 0.0 $342k 4.7k 72.20
Five Below Common stock (FIVE) 0.0 $341k 3.0k 113.44
First Trust Dorsey Wright Dynamic Focus 5 ETF Exchange traded fund (FVC) 0.0 $341k 10k 33.89
Edison International Common stock (EIX) 0.0 $340k 5.4k 63.17
iShares International Select Dividend ETF Exchange traded fund (IDV) 0.0 $338k 12k 27.19
Banco Bilbao Vizcaya Argentaria Common stock (BBVA) 0.0 $335k 74k 4.53
New York Community Capital Trust V 6 Bifurcated Option Note Unit Secs Cons of 1 6 Trust Pfd Sec 1.1.. (NYCB.PU) 0.0 $333k 7.2k 46.25
Jones Lang LaSalle Incorporated Common stock (JLL) 0.0 $333k 1.9k 174.80
Quest Diagnostics Incorporated Common stock (DGX) 0.0 $332k 2.5k 133.01
Sony Group Corporation Common stock (SONY) 0.0 $331k 4.1k 81.65
FT Cboe Vest U.S. Equity Deep Buffer ETF - March Exchange traded fund (DMAR) 0.0 $330k 11k 29.79
Motorola Solutions Common stock (MSI) 0.0 $329k 1.6k 209.69
VMware, Inc. Class A Common stock 0.0 $328k 2.9k 114.05
Vanguard Russell 1000 Value ETF Exchange traded fund (VONV) 0.0 $327k 5.1k 63.58
Murphy Oil Corporation Common stock (MUR) 0.0 $324k 11k 30.15
Verisk Analytics Common stock (VRSK) 0.0 $323k 1.9k 173.28
First Trust Large Cap Core AlphaDEX Fund Exchange traded fund (FEX) 0.0 $323k 4.2k 76.11
SPDR S&P Global Dividend ETF Exchange traded fund (WDIV) 0.0 $322k 5.2k 61.72
VanEck High Yield Muni ETF Exchange traded fund (HYD) 0.0 $322k 6.0k 53.90
Micron Technology Common stock (MU) 0.0 $321k 5.8k 55.21
ICC Holdings Common stock (ICCH) 0.0 $320k 20k 16.00
iShares ESG Advanced Total USD Bond Market ETF Exchange traded fund (EUSB) 0.0 $319k 7.2k 44.02
Skyworks Solutions Common stock (SWKS) 0.0 $316k 3.4k 92.78
INDUS Realty Trust Common stock 0.0 $316k 5.3k 59.30
Cabot Corporation Common stock (CBT) 0.0 $316k 4.9k 63.89
First Trust Nasdaq Clean Edge Green Energy Index Fund Exchange traded fund (QCLN) 0.0 $316k 6.1k 52.16
Cooper Companies Common stock 0.0 $315k 1.0k 312.81
Host Hotels & Resorts Common stock (HST) 0.0 $315k 20k 15.68
FT Cboe Vest U.S. Equity Buffer ETF - February Exchange traded fund (FFEB) 0.0 $312k 9.1k 34.19
Schwab Fundamental US Small Co. Index ETF Exchange traded fund (FNDA) 0.0 $309k 6.8k 45.25
iShares Global Financials ETF Exchange traded fund (IXG) 0.0 $309k 4.7k 65.70
Occidental Petroleum Corporation Warrant 2020-03.08.27 on Occidental Pete Warrant (OXY.WS) 0.0 $308k 8.3k 36.98
Vanguard S&P 500 Growth ETF Exchange traded fund (VOOG) 0.0 $306k 1.4k 217.33
Barrick Gold Corporation Common stock (GOLD) 0.0 $305k 17k 17.72
Invesco FTSE RAFI US 1000 ETF Exchange traded fund (PRF) 0.0 $305k 2.1k 148.06
iShares U.S. Infrastructure ETF Exchange traded fund (IFRA) 0.0 $304k 8.9k 34.00
Vanguard Communication Services ETF Exchange traded fund (VOX) 0.0 $303k 3.2k 94.07
WisdomTree U.S. LargeCap Dividend Fund Exchange traded fund (DLN) 0.0 $303k 5.1k 59.10
First Trust Industrials/Producer Durables AlphaDEX Fund Exchange traded fund (FXR) 0.0 $301k 6.3k 48.14
Sociedad Quimica Y Minera De Chile S.A. Sponsored ADR Pfd Class B Common stock (SQM) 0.0 $301k 3.6k 83.61
United-Guardian Common stock (UG) 0.0 $301k 20k 15.00
Vornado Realty Trust Common stock (VNO) 0.0 $300k 11k 28.60
Avery Dennison Corporation Common stock (AVY) 0.0 $298k 1.8k 162.13
J.M. Smucker Company Common stock (SJM) 0.0 $296k 2.3k 128.19
Old Dominion Freight Line Common stock (ODFL) 0.0 $295k 1.2k 256.52
United Airlines Holdings Common stock (UAL) 0.0 $294k 8.3k 35.45
First Trust Nasdaq-100 Equal Weighted Index Fund Exchange traded fund (QQEW) 0.0 $293k 3.4k 87.20
iShares US Transportation ETF Exchange traded fund (IYT) 0.0 $293k 1.4k 212.63
First Citizens BancShares, Inc. Class A Common stock (FCNCA) 0.0 $291k 445.00 653.93
Rockwell Automation Common stock (ROK) 0.0 $291k 1.5k 199.04
Global X FinTech ETF Exchange traded fund (FINX) 0.0 $291k 14k 21.29
KLA Corporation Common stock (KLAC) 0.0 $290k 908.00 319.38
iShares MSCI ACWI ex U.S. ETF Exchange traded fund (ACWX) 0.0 $290k 6.4k 45.05
Synopsys Common stock (SNPS) 0.0 $287k 946.00 303.38
Omeros Corporation Common stock (OMER) 0.0 $287k 104k 2.75
LKQ Corporation Common stock (LKQ) 0.0 $286k 5.8k 49.12
InvenTrust Properties Corp Common stock (IVT) 0.0 $285k 11k 25.81
First Trust Cloud Computing ETF Exchange traded fund (SKYY) 0.0 $281k 4.3k 65.79
Hertz Global Holdings Common stock (HTZ) 0.0 $280k 18k 15.85
iShares ESG Aware 1-5 Year USD Corporate Bond ETF Exchange traded fund (SUSB) 0.0 $279k 12k 24.09
Holly Energy Partners Common stock 0.0 $279k 17k 16.03
TC Energy Corporation Common stock (TRP) 0.0 $279k 5.4k 51.88
Nuveen Preferred & Income Securities Fund of Benef.Interest Mutual fund 0.0 $275k 38k 7.26
iShares MSCI Japan ETF Exchange traded fund (EWJ) 0.0 $274k 5.2k 52.91
Stanley Black & Decker Common stock (SWK) 0.0 $272k 2.6k 104.74
TransGlobe Energy Corporation Common stock 0.0 $271k 80k 3.39
Eastman Chemical Company Common stock (EMN) 0.0 $271k 3.0k 89.76
Broadmark Realty Capital Common stock 0.0 $270k 40k 6.72
Invesco Aerospace & Defense ETF Exchange traded fund (PPA) 0.0 $270k 3.9k 70.09
Eaton Vance National Municipal Opportunities Trust Mutual fund (EOT) 0.0 $269k 15k 17.86
Johnson Controls International Common stock (JCI) 0.0 $269k 5.6k 47.80
Patterson Companies Incorporated Common stock (PDCO) 0.0 $268k 8.8k 30.30
Schwab Intermediate-Term US Treasury ETF Exchange traded fund (SCHR) 0.0 $268k 5.2k 51.64
Pan American Silver Corp. Common stock (PAAS) 0.0 $267k 14k 19.70
PTC Common stock (PTC) 0.0 $267k 2.5k 106.29
iShares 0-5 Year TIPS Bond ETF Exchange traded fund (STIP) 0.0 $266k 2.6k 101.60
CF Industries Holdings Common stock (CF) 0.0 $266k 3.1k 85.64
AMN Healthcare Services Common stock (AMN) 0.0 $264k 2.4k 109.54
Equifax Common stock (EFX) 0.0 $263k 1.4k 183.02
Vanguard Long-Term Bond ETF Exchange traded fund (BLV) 0.0 $263k 3.3k 79.82
First Trust NASDAQ Cybersecurity ETF Exchange traded fund (CIBR) 0.0 $263k 6.5k 40.21
Gentex Corporation Common stock (GNTX) 0.0 $259k 9.2k 28.02
Icahn Enterprises Common stock (IEP) 0.0 $258k 5.4k 48.10
Veris Residential Common stock (VRE) 0.0 $257k 19k 13.25
Invesco Municipal Income Opportunities Trust of Benef Interest Invesco Municipal Income Opportunitie.. (OIA) 0.0 $257k 40k 6.45
Invesco Variable Rate Preferred ETF Exchange traded fund (VRP) 0.0 $256k 12k 22.20
Builders FirstSource Common stock (BLDR) 0.0 $253k 4.7k 53.74
CMS Energy Corporation Common stock (CMS) 0.0 $252k 3.7k 67.47
Pacer Trendpilot US Large Cap ETF Exchange traded fund (PTLC) 0.0 $252k 6.7k 37.59
Marriott Vacations Worldwide Corporation Common stock (VAC) 0.0 $252k 2.2k 116.40
Leggett & Platt, Incorporated Common stock (LEG) 0.0 $250k 7.2k 34.59
Putnam Managed Municipal Income Trust Mutual fund (PMM) 0.0 $249k 38k 6.62
Dollar Tree Common stock (DLTR) 0.0 $248k 1.6k 155.58
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Exchange traded fund (GSLC) 0.0 $247k 3.3k 74.83
Udr Common stock (UDR) 0.0 $246k 5.3k 46.12
Paycom Software Common stock (PAYC) 0.0 $245k 876.00 279.68
Fortune Brands Home & Security Common stock (FBIN) 0.0 $245k 4.1k 59.99
Netease Common stock (NTES) 0.0 $242k 2.6k 93.29
Virginia National Bankshares Corporation Common stock (VABK) 0.0 $241k 7.7k 31.46
Affirm Holdings, Inc. Class A Common stock (AFRM) 0.0 $240k 13k 18.09
CMC Materials Common stock 0.0 $239k 1.4k 174.45
iShares U.S. Oil & Gas Exploration & Production ETF Exchange traded fund (IEO) 0.0 $239k 3.1k 77.90
SPDR Portfolio S&P 500 High Dividend ETF Exchange traded fund (SPYD) 0.0 $239k 6.0k 39.89
SPDR S&P 600 Small Cap ETF Exchange traded fund 0.0 $238k 3.0k 80.13
iShares U.S. Aerospace & Defense ETF Exchange traded fund (ITA) 0.0 $238k 2.4k 99.21
Clearway Energy, Inc. Class C Common stock (CWEN) 0.0 $238k 6.8k 34.88
Bank of Nova Scotia Common stock (BNS) 0.0 $237k 4.0k 59.16
Amplify High Income ETF Exchange traded fund (YYY) 0.0 $236k 19k 12.63
iShares MSCI Canada ETF Exchange traded fund (EWC) 0.0 $235k 7.0k 33.66
Tyson Foods, Inc. Class A Common stock (TSN) 0.0 $234k 2.7k 86.16
Independent Bank Group Common stock (IBTX) 0.0 $234k 3.4k 67.87
Schwab 5-10 Year Corporate Bond ETF Exchange traded fund (SCHI) 0.0 $232k 5.2k 44.59
Invesco DWA SmallCap Momentum ETF Exchange traded fund (DWAS) 0.0 $231k 3.4k 67.94
MillerKnoll Common stock (MLKN) 0.0 $229k 8.7k 26.32
ProShares S&P MidCap 400 Dividend Aristocrats ETF Exchange traded fund (REGL) 0.0 $228k 3.4k 67.44
Triumph Bancorp Common stock (TFIN) 0.0 $228k 3.6k 62.53
Vail Resorts Common stock (MTN) 0.0 $228k 1.0k 217.76
iShares ESG Advanced MSCI USA ETF Exchange traded fund (USXF) 0.0 $227k 7.6k 29.92
Targa Resources Corp. Common stock (TRGP) 0.0 $227k 3.8k 59.66
SPDR S&P Metals & Mining ETF Exchange traded fund (XME) 0.0 $227k 5.2k 43.47
HNI Corporation Common stock (HNI) 0.0 $226k 6.5k 34.74
Goldman Sachs JUST U.S. Large Cap Equity ETF Exchange traded fund (JUST) 0.0 $226k 4.2k 53.87
iShares MSCI Switzerland ETF Exchange traded fund (EWL) 0.0 $224k 5.4k 41.48
DocuSign Common stock (DOCU) 0.0 $222k 3.9k 57.29
Kite Realty Group Trust Common stock (KRG) 0.0 $221k 13k 17.30
iShares Global 100 ETF Exchange traded fund (IOO) 0.0 $220k 3.4k 64.20
Evans Bancorp Common stock (EVBN) 0.0 $219k 6.4k 34.02
Evergy Common stock (EVRG) 0.0 $219k 3.4k 65.14
Cadence Design Systems Common stock (CDNS) 0.0 $219k 1.5k 150.00
Invesco Buyback Achievers ETF Exchange traded fund (PKW) 0.0 $218k 2.8k 77.64
Liberty Broadband Corp. Class C Common stock (LBRDK) 0.0 $217k 1.9k 115.61
Prospect Capital Corporation Mutual fund (PSEC) 0.0 $217k 31k 7.00
Campbell Soup Company Common stock (CPB) 0.0 $216k 4.5k 48.01
Vanguard Intermediate-Term Bond ETF Exchange traded fund (BIV) 0.0 $216k 2.8k 77.75
Cleveland-Cliffs Common stock (CLF) 0.0 $216k 14k 15.35
Remitly Global Common stock (RELY) 0.0 $215k 28k 7.67
iShares Morningstar Small-Cap ETF Exchange traded fund (ISCB) 0.0 $214k 4.8k 44.23
iShares ESG Aware US Aggregate Bond ETF Exchange traded fund (EAGG) 0.0 $214k 4.4k 48.98
iShares Cohen & Steers REIT ETF Exchange traded fund (ICF) 0.0 $214k 3.5k 60.73
Cheniere Energy Common stock (LNG) 0.0 $213k 1.6k 133.04
NiSource Common stock (NI) 0.0 $212k 7.2k 29.49
Brown-Forman Corporation Class A Common stock (BF.A) 0.0 $212k 3.1k 67.60
Alamos Gold Common stock (AGI) 0.0 $211k 30k 7.03
VanEck Low Carbon Energy ETF Exchange traded fund (SMOG) 0.0 $211k 1.7k 124.63
Lincoln National Corporation Common stock (LNC) 0.0 $211k 4.5k 46.68
General American Investors Mutual fund (GAM) 0.0 $209k 5.9k 35.38
FT Cboe Vest U.S. Equity Deep Buffer ETF - June Exchange traded fund (DJUN) 0.0 $209k 6.6k 31.58
Caesars Entertainment Common stock (CZR) 0.0 $209k 5.5k 38.32
Fidelity High Yield Factor ETF Exchange traded fund (FDHY) 0.0 $209k 4.6k 45.31
Invesco S&P 500 Equal Weight Consumer Discretionary ETF Exchange traded fund (RSPD) 0.0 $208k 1.9k 107.22
Callon Petroleum Company Common stock 0.0 $207k 5.3k 39.17
iShares Exponential Technologies ETF Exchange traded fund (XT) 0.0 $207k 4.3k 47.86
Valvoline Common stock (VVV) 0.0 $207k 7.2k 28.89
Schwab Fundamental International Large Co. Index ETF Exchange traded fund (FNDF) 0.0 $206k 7.3k 28.24
Auddia Common stock 0.0 $206k 237k 0.87
Tapestry Common stock (TPR) 0.0 $205k 6.7k 30.56
Royal Caribbean Group Common stock (RCL) 0.0 $205k 5.9k 34.91
FT Cboe Vest U.S. Equity Buffer ETF - May Exchange traded fund (FMAY) 0.0 $204k 5.9k 34.35
Invesco WilderHill Clean Energy ETF Exchange traded fund (PBW) 0.0 $202k 4.4k 45.68
Invesco Global Listed Private Equity ETF Exchange traded fund 0.0 $200k 20k 9.82
Conagra Brands Common stock (CAG) 0.0 $200k 5.8k 34.20
American Airlines Group Common stock (AAL) 0.0 $195k 15k 12.67
Tilray Brands Common stock (TLRY) 0.0 $193k 62k 3.12
iCAD Common stock (ICAD) 0.0 $188k 47k 4.00
Vodafone Group Common stock (VOD) 0.0 $185k 12k 15.54
Invesco Preferred ETF Exchange traded fund (PGX) 0.0 $182k 15k 12.31
Urban Edge Properties Common stock (UE) 0.0 $181k 12k 15.20
BlackRock Enhanced Equity Dividend Trust Mutual fund (BDJ) 0.0 $181k 21k 8.81
Carnival Corporation Common stock (CCL) 0.0 $181k 21k 8.64
Pimco Municipal Income Fund II Mutual fund (PML) 0.0 $174k 16k 10.76
Nuveen AMT-Free Municipal Credit Income Fund of Benef Interest Mutual fund (NVG) 0.0 $173k 13k 13.12
Kyndryl Holdings Incorporation Common stock (KD) 0.0 $170k 17k 9.80
Eaton Vance Municipal Bond Fund Mutual fund (EIM) 0.0 $167k 16k 10.68
Offerpad Solutions, Inc. Class A Common stock 0.0 $164k 75k 2.18
DraftKings, Inc. Class A Common stock (DKNG) 0.0 $161k 14k 11.65
1Life Healthcare Common stock 0.0 $151k 19k 7.86
Invesco Senior Income Trust Mutual fund (VVR) 0.0 $151k 39k 3.88
Calamos Convertible And High Income Fund Mutual fund (CHY) 0.0 $142k 13k 11.17
ACV Auctions, Inc. Class A Common stock (ACVA) 0.0 $132k 20k 6.55
AGNC Investment Corp. Common stock (AGNC) 0.0 $117k 11k 11.12
Marqeta, Inc. Class A Common stock (MQ) 0.0 $115k 14k 8.11
CBRE Global Real Estate Income Fund Mutual fund (IGR) 0.0 $115k 16k 7.26
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated Mutual fund (PFO) 0.0 $114k 12k 9.50
Newpark Resources Common stock (NR) 0.0 $112k 36k 3.08
Taseko Mines Common stock (TGB) 0.0 $108k 100k 1.08
Nuveen Preferred & Income Opportunities Fund of Benef Interest Mutual fund (JPC) 0.0 $104k 14k 7.68
Necessity Retail REIT, Inc. Class A Common stock 0.0 $103k 14k 7.27
GreenBox POS Common stock 0.0 $103k 98k 1.05
PennantPark Investment Corporation Mutual fund (PNNT) 0.0 $101k 16k 6.16
American Outdoor Brands Common stock (AOUT) 0.0 $96k 10k 9.52
Pimco High Income Fund Mutual fund (PHK) 0.0 $93k 18k 5.15
Oxford Lane Capital Corp. Mutual fund (OXLC) 0.0 $86k 15k 5.66
Southwestern Energy Company Common stock 0.0 $83k 13k 6.28
Hims & Hers Health, Inc. Class A Common stock (HIMS) 0.0 $81k 18k 4.54
Infrastructure & Energy Alternatives Common stock 0.0 $80k 10k 8.00
Exicure Common stock 0.0 $79k 37k 2.15
Nuveen Credit Strategies Income Fund Mutual fund (JQC) 0.0 $74k 14k 5.18
Pioneer High Income Fund Mutual fund (PHT) 0.0 $74k 11k 7.05
Western Asset High Income Opportunity Fund Mutual fund (HIO) 0.0 $59k 15k 3.99
Blend Labs, Inc. Class A Common stock (BLND) 0.0 $53k 22k 2.38
Lloyds Banking Group Common stock (LYG) 0.0 $44k 22k 2.05
Savara Common stock (SVRA) 0.0 $39k 26k 1.51
Equillium Common stock (EQ) 0.0 $28k 14k 2.07
WaveDancer Common stock 0.0 $27k 20k 1.35
Society Pass Common stock 0.0 $21k 11k 1.92
Dare Bioscience Common stock 0.0 $19k 16k 1.20
Catalyst Biosciences Common stock 0.0 $18k 10k 1.80
Amarin Corporation Common stock (AMRN) 0.0 $17k 11k 1.50
Societal CDMO Common stock 0.0 $14k 18k 0.78
Ampio Pharmaceuticals Common stock 0.0 $13k 76k 0.17
Medalist Diversified REIT Common stock 0.0 $13k 16k 0.81
Audacy, Inc. Class A Common stock 0.0 $9.0k 10k 0.90
Tyme Technologies Common stock 0.0 $7.0k 25k 0.28
Mind Medicine Common stock 0.0 $7.0k 12k 0.60
Cybin Common stock (CYBN) 0.0 $6.0k 10k 0.60
CNS Pharmaceuticals Common stock 0.0 $5.0k 19k 0.26
Akebia Therapeutics Common stock (AKBA) 0.0 $4.0k 10k 0.39
iBio Common stock 0.0 $3.0k 13k 0.23