United Capital Financial Advisers

United Capital Financial Advisers as of Dec. 31, 2022

Portfolio Holdings for United Capital Financial Advisers

United Capital Financial Advisers holds 1033 positions in its portfolio as reported in the December 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) 8.0 $1.4B 4.1M 351.34
Vanguard Short-Term Bond ETF Exchange traded fund (BSV) 4.4 $783M 10M 75.28
iShares Core MSCI EAFE ETF Exchange traded fund (IEFA) 3.5 $615M 10M 61.64
iShares Core S&P 500 ETF Exchange traded fund (IVV) 3.3 $586M 1.5M 384.21
iShares U.S. Treasury Bond ETF Exchange traded fund (GOVT) 2.6 $471M 21M 22.72
Apple Common stock (AAPL) 2.6 $458M 3.5M 129.93
Vanguard Value ETF Exchange traded fund (VTV) 2.5 $452M 3.2M 140.37
Vanguard Intermediate-Term Bond ETF Exchange traded fund (BIV) 2.1 $371M 5.0M 74.32
Vanguard Growth ETF Exchange traded fund (VUG) 1.8 $322M 1.5M 213.11
iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGIB) 1.5 $267M 5.4M 49.51
Microsoft Corporation Common stock (MSFT) 1.4 $251M 1.0M 239.82
iShares Currency Hedged MSCI EAFE ETF Exchange traded fund (HEFA) 1.4 $242M 9.0M 27.00
SPDR Bloomberg High Yield Bond ETF Exchange traded fund (JNK) 1.2 $223M 2.5M 90.00
iShares Core MSCI Emerging Markets ETF Exchange traded fund (IEMG) 1.2 $212M 4.5M 46.70
Xtrackers MSCI EAFE Hedged Equity ETF Exchange traded fund (DBEF) 1.2 $210M 6.5M 32.23
iShares Core S&P Small Cap ETF Exchange traded fund (IJR) 1.1 $189M 2.0M 94.64
iShares MBS ETF Exchange traded fund (MBB) 1.1 $189M 2.0M 92.75
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Exchange traded fund (SHM) 1.0 $183M 3.9M 46.98
iShares Core U.S. Aggregate Bond ETF Exchange traded fund (AGG) 1.0 $174M 1.8M 96.99
Vanguard Small Cap Value ETF Exchange traded fund (VBR) 0.9 $157M 986k 158.80
Broadstone Net Lease Common stock (BNL) 0.8 $149M 9.2M 16.21
Vanguard Real Estate ETF Exchange traded fund (VNQ) 0.8 $145M 1.8M 82.48
Home Depot Common stock (HD) 0.8 $141M 448k 315.86
Visa Inc. Class A Common stock (V) 0.7 $128M 616k 207.76
Starbucks Corporation Common stock (SBUX) 0.7 $126M 1.3M 99.20
Chevron Corporation Common stock (CVX) 0.7 $123M 685k 179.49
Berkshire Hathaway Inc. Class B Common stock (BRK.B) 0.7 $121M 393k 308.90
Vanguard Global ex-U.S. Real Estate ETF Exchange traded fund (VNQI) 0.7 $120M 2.9M 41.34
Exxon Mobil Corporation Common stock (XOM) 0.7 $120M 1.1M 110.30
Alphabet Inc. Class A Common stock (GOOGL) 0.6 $114M 1.3M 88.23
Johnson & Johnson Common stock (JNJ) 0.6 $109M 615k 176.65
iShares National Muni Bond ETF Exchange traded fund (MUB) 0.6 $107M 1.0M 105.52
Medtronic Common stock (MDT) 0.6 $107M 1.4M 77.72
Costco Wholesale Corporation Common stock (COST) 0.6 $99M 217k 456.50
PepsiCo Common stock (PEP) 0.6 $99M 547k 180.66
JPMorgan Chase & Co. Common stock (JPM) 0.5 $98M 730k 134.10
Accenture Plc Class A Common stock (ACN) 0.5 $90M 339k 266.84
Alphabet Inc. Class C Common stock (GOOG) 0.5 $90M 1.0M 88.73
Novo Nordisk A/S Sponsored ADR Class B Common stock (NVO) 0.5 $85M 628k 135.34
Cisco Systems Common stock (CSCO) 0.5 $85M 1.8M 47.64
Walmart Common stock (WMT) 0.5 $83M 587k 141.79
NIKE, Inc. Class B Common stock (NKE) 0.5 $83M 711k 117.01
Schwab International Equity ETF Exchange traded fund (SCHF) 0.4 $79M 2.5M 32.21
iShares Core S&P Mid-Cap ETF Exchange traded fund (IJH) 0.4 $78M 324k 241.89
AbbVie Common stock (ABBV) 0.4 $78M 481k 161.61
SPDR S&P 500 ETF Trust Exchange traded fund (SPY) 0.4 $76M 198k 382.43
UnitedHealth Group Incorporated Common stock (UNH) 0.4 $76M 142k 530.18
JPMorgan Ultra-Short Income ETF Exchange traded fund (JPST) 0.4 $75M 1.5M 50.13
Mastercard Incorporated Class A Common stock (MA) 0.4 $71M 203k 347.73
Becton, Dickinson and Company Common stock (BDX) 0.4 $70M 274k 254.30
Raytheon Technologies Corporation Common stock (RTX) 0.4 $68M 677k 100.92
iShares S&P Small-Cap 600 Value ETF Exchange traded fund (IJS) 0.4 $68M 744k 91.31
iShares MSCI ACWI ETF Exchange traded fund (ACWI) 0.4 $66M 779k 84.88
Amazon.com Common stock (AMZN) 0.4 $66M 787k 84.00
Schwab U.S. Large-Cap ETF Exchange traded fund (SCHX) 0.4 $65M 1.4M 45.15
Oracle Corporation Common stock (ORCL) 0.4 $64M 788k 81.74
Danaher Corporation Common stock (DHR) 0.4 $64M 242k 265.42
Thomson Reuters Corporation Common stock 0.4 $64M 561k 114.07
Unilever Common stock (UL) 0.4 $63M 1.2M 50.35
S&P Global Common stock (SPGI) 0.3 $62M 186k 334.94
Walt Disney Company Common stock (DIS) 0.3 $62M 715k 86.88
Vanguard Total Stock Market ETF Exchange traded fund (VTI) 0.3 $61M 319k 191.19
Abbott Laboratories Common stock (ABT) 0.3 $61M 552k 109.79
Vanguard Small-Cap Growth ETF Exchange traded fund (VBK) 0.3 $61M 302k 200.54
Gilead Sciences Common stock (GILD) 0.3 $60M 694k 85.85
iShares S&P Small-Cap 600 Growth ETF Exchange traded fund (IJT) 0.3 $59M 546k 108.07
Merck & Co Common stock (MRK) 0.3 $59M 532k 110.95
CVS Health Corporation Common stock (CVS) 0.3 $59M 630k 93.19
Steris Common stock (STE) 0.3 $58M 316k 184.69
General Dynamics Corporation Common stock (GD) 0.3 $56M 227k 248.11
QUALCOMM Incorporated Common stock (QCOM) 0.3 $56M 511k 109.94
Biogen Common stock (BIIB) 0.3 $53M 192k 276.92
Schwab U.S. Large-Cap Value ETF Exchange traded fund (SCHV) 0.3 $52M 792k 66.02
iShares 1-3 Year Treasury Bond ETF Exchange traded fund (SHY) 0.3 $52M 642k 81.17
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Exchange traded fund (HYMB) 0.3 $51M 1.0M 48.97
Adobe Incorporated Common stock (ADBE) 0.3 $50M 148k 336.53
Health Care Select Sector SPDR Fund Exchange traded fund (XLV) 0.3 $49M 362k 135.85
Pfizer Common stock (PFE) 0.3 $48M 938k 51.24
Procter & Gamble Company Common stock (PG) 0.3 $47M 311k 151.56
SPDR S&P Dividend ETF Exchange traded fund (SDY) 0.3 $47M 375k 125.11
Schwab U.S. Large-Cap Growth ETF Exchange traded fund (SCHG) 0.3 $46M 820k 55.56
NextEra Energy Common stock (NEE) 0.3 $45M 543k 83.60
Vanguard FTSE Developed Markets ETF Exchange traded fund (VEA) 0.3 $45M 1.1M 41.97
Ares Management Corporation Common stock (ARES) 0.2 $44M 642k 68.44
C.H. Robinson Worldwide Common stock (CHRW) 0.2 $43M 467k 91.56
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGSB) 0.2 $42M 845k 49.82
BlackRock Common stock 0.2 $42M 59k 708.63
Broadcom Common stock (AVGO) 0.2 $42M 74k 559.13
iShares Core S&P Total U.S. Stock Market ETF Exchange traded fund (ITOT) 0.2 $41M 488k 84.80
Caterpillar Common stock (CAT) 0.2 $41M 171k 239.56
First Trust Low Duration Opportunities ETF Exchange traded fund (LMBS) 0.2 $41M 859k 47.41
First Trust Enhanced Short Maturity ETF Exchange traded fund (FTSM) 0.2 $40M 675k 59.44
International Flavors & Fragrances Common stock (IFF) 0.2 $40M 378k 104.84
Schwab U.S. Small-Cap ETF Exchange traded fund (SCHA) 0.2 $39M 959k 40.51
Lowe's Companies Common stock (LOW) 0.2 $39M 194k 199.24
Automatic Data Processing Common stock (ADP) 0.2 $38M 160k 238.86
CME Group Inc. Class A Common stock (CME) 0.2 $38M 225k 168.16
Tractor Supply Company Common stock (TSCO) 0.2 $38M 167k 224.97
Bristol-Myers Squibb Company Common stock (BMY) 0.2 $37M 515k 71.95
Stryker Corporation Common stock (SYK) 0.2 $37M 151k 244.49
Arthur J. Gallagher & Co. Common stock (AJG) 0.2 $37M 195k 188.54
Dollar General Corporation Common stock (DG) 0.2 $36M 147k 246.25
Cognizant Technology Solutions Corporation Class A Common stock (CTSH) 0.2 $36M 632k 57.19
Intuitive Surgical Common stock (ISRG) 0.2 $36M 136k 265.35
Nasdaq Common stock (NDAQ) 0.2 $36M 587k 61.35
Amgen Common stock (AMGN) 0.2 $35M 133k 262.64
Oneok Common stock (OKE) 0.2 $35M 530k 65.70
Verizon Communications Common stock (VZ) 0.2 $34M 857k 39.40
Vanguard Total Bond Market ETF Exchange traded fund (BND) 0.2 $34M 469k 71.84
Vanguard Small-Cap ETF Exchange traded fund (VB) 0.2 $34M 183k 183.54
iShares S&P 500 Growth ETF Exchange traded fund (IVW) 0.2 $33M 571k 58.50
iShares S&P 500 Value ETF Exchange traded fund (IVE) 0.2 $33M 230k 145.07
Union Pacific Corporation Common stock (UNP) 0.2 $33M 160k 207.07
Republic Services Common stock (RSG) 0.2 $33M 256k 128.99
Texas Instruments Incorporated Common stock (TXN) 0.2 $33M 198k 165.22
WisdomTree U.S. SmallCap Dividend Fund Exchange traded fund (DES) 0.2 $32M 1.1M 28.44
Invesco QQQ Trust Exchange traded fund (QQQ) 0.2 $32M 119k 266.28
iShares Russell 1000 Growth ETF Exchange traded fund (IWF) 0.2 $32M 147k 214.24
Northrop Grumman Corp. Common stock (NOC) 0.2 $32M 58k 545.61
Jack Henry & Associates Common stock (JKHY) 0.2 $31M 178k 175.56
Thermo Fisher Scientific Common stock (TMO) 0.2 $31M 57k 550.69
Emerson Electric Common stock (EMR) 0.2 $31M 319k 96.06
Deere & Company Common stock (DE) 0.2 $31M 71k 428.76
iShares iBoxx $ High Yield Corporate Bond ETF Exchange traded fund (HYG) 0.2 $30M 411k 73.63
Intuit Common stock (INTU) 0.2 $30M 77k 389.22
American Tower Corporation Common stock (AMT) 0.2 $29M 138k 211.86
Invesco High Yield Equity Dividend Achievers ETF Exchange traded fund (PEY) 0.2 $29M 1.4M 20.69
FirstService Corp Common stock (FSV) 0.2 $29M 233k 122.55
NVIDIA Corporation Common stock (NVDA) 0.2 $29M 195k 146.14
ASML Holding NV Common stock (ASML) 0.2 $28M 51k 546.40
General Mills Common stock (GIS) 0.2 $27M 325k 83.85
Chubb Common stock (CB) 0.2 $27M 123k 220.60
iShares Russell 1000 Value ETF Exchange traded fund (IWD) 0.1 $27M 176k 151.65
iShares Intermediate Government/Credit Bond ETF Exchange traded fund (GVI) 0.1 $26M 256k 102.46
iShares U.S. Technology ETF Exchange traded fund (IYW) 0.1 $26M 344k 74.49
First Trust Dow Jones Internet Index Fund Exchange traded fund (FDN) 0.1 $25M 207k 123.15
Southern Company Common stock (SO) 0.1 $25M 356k 71.41
United Parcel Service, Inc. Class B Common stock (UPS) 0.1 $25M 146k 173.84
Illinois Tool Works Common stock (ITW) 0.1 $25M 115k 220.30
Pool Corporation Common stock (POOL) 0.1 $24M 81k 302.33
Schwab US Aggregate Bond ETF Exchange traded fund (SCHZ) 0.1 $24M 532k 45.65
Copart Common stock (CPRT) 0.1 $24M 399k 60.89
Mondelez International, Inc. Class A Common stock (MDLZ) 0.1 $24M 362k 66.65
iShares 3-7 Year Treasury Bond ETF Exchange traded fund (IEI) 0.1 $24M 209k 114.89
Vanguard FTSE Pacific ETF Exchange traded fund (VPL) 0.1 $24M 371k 64.35
Schwab Fundamental International Small Co. Index ETF Exchange traded fund (FNDC) 0.1 $24M 762k 31.26
Pioneer Natural Resources Company Common stock 0.1 $24M 104k 228.39
EOG Resources Common stock (EOG) 0.1 $24M 182k 129.52
TTEC Holdings Common stock (TTEC) 0.1 $24M 532k 44.13
T-Mobile US Common stock (TMUS) 0.1 $23M 168k 140.00
Vanguard Intermediate-Term Treasury ETF Exchange traded fund (VGIT) 0.1 $23M 401k 58.48
Schwab U.S. Broad Market ETF Exchange traded fund (SCHB) 0.1 $23M 520k 44.81
Invesco Dynamic Large Cap Growth ETF Exchange traded fund (PWB) 0.1 $23M 388k 59.74
Wells Fargo & Company Common stock (WFC) 0.1 $23M 560k 41.29
SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund (SPMB) 0.1 $23M 1.1M 21.70
Paychex Common stock (PAYX) 0.1 $23M 195k 115.56
Prudential Financial Common stock (PRU) 0.1 $23M 226k 99.46
Aflac Incorporated Common stock (AFL) 0.1 $22M 312k 71.94
Waters Corporation Common stock (WAT) 0.1 $22M 65k 342.58
American Express Company Common stock (AXP) 0.1 $22M 151k 147.75
Lamar Advertising Company Class A Common stock (LAMR) 0.1 $22M 236k 94.40
WisdomTree U.S. MidCap Dividend Fund Exchange traded fund (DON) 0.1 $22M 533k 41.14
SPDR Portfolio Emerging Markets ETF Exchange traded fund (SPEM) 0.1 $22M 664k 32.96
iShares Core MSCI Europe ETF Exchange traded fund (IEUR) 0.1 $22M 455k 47.50
KKR & Co Common stock (KKR) 0.1 $22M 466k 46.42
Jacobs Solutions Common stock (J) 0.1 $22M 180k 120.07
Fidelity National Information Services Common stock (FIS) 0.1 $21M 313k 67.85
iShares MSCI USA Min Vol Factor ETF Exchange traded fund (USMV) 0.1 $21M 293k 72.10
iShares Semiconductor ETF Exchange traded fund (SOXX) 0.1 $21M 61k 347.98
Texas Pacific Land Corporation Common stock (TPL) 0.1 $21M 8.8k 2344.14
Check Point Software Technologies Common stock (CHKP) 0.1 $20M 160k 126.16
Invesco BulletShares 2023 High Yield Corporate Bond ETF Exchange traded fund 0.1 $20M 841k 23.31
SPDR Bloomberg 1-3 Month T-Bill ETF Exchange traded fund (BIL) 0.1 $19M 211k 91.47
Vanguard Short-Term Corporate Bond ETF Exchange traded fund (VCSH) 0.1 $19M 256k 75.19
International Business Machines Corporation Common stock (IBM) 0.1 $19M 137k 140.89
iShares Core S&P US Value ETF Exchange traded fund (IUSV) 0.1 $19M 271k 70.63
Dimensional U.S. Core Equity 2 ETF Exchange traded fund (DFAC) 0.1 $19M 781k 24.28
Crown Castle Common stock (CCI) 0.1 $19M 139k 135.64
Roper Technologies Common stock (ROP) 0.1 $19M 43k 432.09
Coca-Cola Company Common stock (KO) 0.1 $19M 291k 63.61
Taiwan Semiconductor Manufacturing Common stock (TSM) 0.1 $18M 243k 74.49
Lockheed Martin Corporation Common stock (LMT) 0.1 $18M 37k 486.49
Vanguard Large-Cap ETF Exchange traded fund (VV) 0.1 $18M 102k 174.20
iShares Core S&P U.S. Growth ETF Exchange traded fund (IUSG) 0.1 $17M 212k 81.52
ALPS Sector Dividend Dogs ETF Exchange traded fund (SDOG) 0.1 $17M 335k 51.44
Schwab US Dividend Equity ETF Exchange traded fund (SCHD) 0.1 $17M 223k 75.54
D.R. Horton Common stock (DHI) 0.1 $17M 187k 89.14
Ball Corporation Common stock (BALL) 0.1 $17M 325k 51.14
Meta Platforms Inc. Class A Common stock (META) 0.1 $16M 136k 120.34
Financial Select Sector SPDR Fund Exchange traded fund (XLF) 0.1 $16M 475k 34.20
Parker-Hannifin Corporation Common stock (PH) 0.1 $16M 55k 291.00
Eli Lilly and Company Common stock (LLY) 0.1 $16M 44k 365.84
iShares Russell 3000 ETF Exchange traded fund (IWV) 0.1 $16M 72k 220.68
Digital Realty Trust Common stock (DLR) 0.1 $16M 158k 100.27
PIMCO Enhanced Short Maturity Active ETF Exchange traded fund (MINT) 0.1 $16M 159k 98.65
Bank of America Corp Common stock (BAC) 0.1 $16M 473k 33.12
SPDR Gold Shares Exchange traded fund (GLD) 0.1 $16M 92k 169.64
Vanguard FTSE Emerging Markets ETF Exchange traded fund (VWO) 0.1 $16M 396k 38.98
Enterprise Products Partners Common stock (EPD) 0.1 $15M 634k 24.12
SPDR Portfolio S&P 1500 Composite Stock Market ETF Exchange traded fund (SPTM) 0.1 $15M 323k 47.29
iShares Core MSCI Total International Stock ETF Exchange traded fund (IXUS) 0.1 $15M 262k 57.88
Westinghouse Air Brake Technologies Corporation Common stock (WAB) 0.1 $15M 147k 99.81
First Trust Senior Loan Fund Exchange traded fund (FTSL) 0.1 $14M 323k 44.59
ConocoPhillips Common stock (COP) 0.1 $14M 121k 118.00
American International Group Common stock (AIG) 0.1 $14M 226k 63.24
Boeing Company Common stock (BA) 0.1 $14M 74k 190.49
Vanguard Total International Bond ETF Exchange traded fund (BNDX) 0.1 $14M 291k 47.43
Energy Select Sector SPDR Fund Exchange traded fund (XLE) 0.1 $14M 157k 87.47
Fidelity National Financial, Inc. - FNF Group Common stock (FNF) 0.1 $14M 365k 37.62
iShares S&P 100 ETF Exchange traded fund (OEF) 0.1 $14M 80k 170.57
McDonald's Corporation Common stock (MCD) 0.1 $14M 52k 263.53
Tesla Common stock (TSLA) 0.1 $14M 110k 123.18
Invesco BulletShares 2024 High Yield Corporate Bond ETF Exchange traded fund 0.1 $14M 612k 22.12
iShares Russell 2000 ETF Exchange traded fund (IWM) 0.1 $14M 77k 174.36
Vanguard High Dividend Yield Index ETF Exchange traded fund (VYM) 0.1 $13M 123k 108.21
Truist Financial Corporation Common stock (TFC) 0.1 $13M 306k 43.03
Technology Select Sector SPDR Fund Exchange traded fund (XLK) 0.1 $13M 105k 124.44
GSK Common stock (GSK) 0.1 $13M 371k 35.14
Colgate-Palmolive Company Common stock (CL) 0.1 $13M 161k 78.79
TJX Companies Common stock (TJX) 0.1 $13M 158k 79.60
iShares U.S. Healthcare ETF Exchange traded fund (IYH) 0.1 $13M 44k 283.71
HDFC Bank Common stock (HDB) 0.1 $12M 181k 68.41
iShares Core International Aggregate Bond ETF Exchange traded fund (IAGG) 0.1 $12M 260k 47.55
Salesforce Common stock (CRM) 0.1 $12M 92k 132.59
Honeywell International Common stock (HON) 0.1 $12M 57k 214.30
SPDR Portfolio Aggregate Bond ETF Exchange traded fund (SPAB) 0.1 $12M 481k 25.13
Schlumberger NV Common stock (SLB) 0.1 $12M 226k 53.46
iShares Emerging Markets Dividend ETF Exchange traded fund (DVYE) 0.1 $12M 499k 24.12
Vanguard FTSE All-World ex-US Index Fund Exchange traded fund (VEU) 0.1 $12M 240k 50.14
Vanguard Intermediate-Term Corporate Bond ETF Exchange traded fund (VCIT) 0.1 $12M 153k 77.51
Vanguard Dividend Appreciation ETF Exchange traded fund (VIG) 0.1 $12M 78k 151.85
Diageo Common stock (DEO) 0.1 $12M 66k 178.19
Iron Mountain Common stock (IRM) 0.1 $12M 234k 49.85
Novartis Common stock (NVS) 0.1 $12M 127k 90.72
Otis Worldwide Corporation Common stock (OTIS) 0.1 $11M 146k 78.31
Estee Lauder Companies Inc. Class A Common stock (EL) 0.1 $11M 45k 248.11
Yum! Brands Common stock (YUM) 0.1 $11M 86k 128.08
Kinder Morgan Inc Class P Common stock (KMI) 0.1 $11M 607k 18.08
iShares Short Treasury Bond ETF Exchange traded fund (SHV) 0.1 $11M 99k 109.92
iShares MSCI EAFE ETF Exchange traded fund (EFA) 0.1 $11M 165k 65.64
F5 Common stock (FFIV) 0.1 $11M 75k 143.51
3M Company Common stock (MMM) 0.1 $11M 89k 119.92
Vanguard FTSE All-World ex-US Small-Cap ETF Exchange traded fund (VSS) 0.1 $11M 102k 102.81
Booking Holdings Common stock (BKNG) 0.1 $10M 5.1k 2015.28
iShares 7-10 Year Treasury Bond ETF Exchange traded fund (IEF) 0.1 $10M 105k 95.78
Molson Coors Beverage Company Class B Common stock (TAP) 0.1 $10M 194k 51.52
Intel Corporation Common stock (INTC) 0.1 $10M 378k 26.43
iShares 0-3 Month Treasury Bond ETF Exchange traded fund (SGOV) 0.1 $10M 99k 100.14
Industrial Select Sector SPDR Fund Exchange traded fund (XLI) 0.1 $9.9M 101k 98.21
iShares Russell 1000 ETF Exchange traded fund (IWB) 0.1 $9.9M 47k 210.52
Vanguard Mid-Cap ETF Exchange traded fund (VO) 0.1 $9.6M 47k 203.81
Dimensional US Marketwide Value ETF Exchange traded fund (DFUV) 0.1 $9.3M 276k 33.48
At&t Common stock (T) 0.1 $9.2M 500k 18.41
Sherwin-Williams Company Common stock (SHW) 0.1 $9.1M 39k 237.33
Newell Brands Common stock (NWL) 0.1 $9.0M 691k 13.08
iShares Short-Term National Muni Bond ETF Exchange traded fund (SUB) 0.1 $9.0M 86k 104.27
Communication Services Select Sector SPDR Fund Exchange traded fund (XLC) 0.1 $9.0M 187k 47.99
Marriott International, Inc. Class A Common stock (MAR) 0.1 $9.0M 60k 148.89
Vanguard Tax-Exempt Bond ETF Exchange traded fund (VTEB) 0.0 $8.8M 177k 49.49
iShares U.S. Financials ETF Exchange traded fund (IYF) 0.0 $8.8M 116k 75.47
Ferguson Common stock 0.0 $8.7M 69k 126.97
iShares Core MSCI Pacific ETF Exchange traded fund (IPAC) 0.0 $8.7M 162k 53.67
Air Products and Chemicals Common stock (APD) 0.0 $8.6M 28k 308.26
Brookfield Infrastructure Partners Common stock (BIP) 0.0 $8.5M 274k 30.99
Relx Common stock (RELX) 0.0 $8.4M 305k 27.72
Capital One Financial Corp Common stock (COF) 0.0 $8.4M 90k 92.96
CGI Inc. Class A Common stock (GIB) 0.0 $8.3M 97k 86.13
iShares Select Dividend ETF Exchange traded fund (DVY) 0.0 $8.3M 69k 120.60
Atlantica Sustainable Infrastructure Common stock 0.0 $8.3M 321k 25.90
Royal Bank of Canada Common stock (RY) 0.0 $8.2M 87k 94.02
SPDR Portfolio Developed World ex-US ETF Exchange traded fund (SPDW) 0.0 $8.2M 275k 29.69
Vanguard Short-Term Treasury ETF Exchange traded fund (VGSH) 0.0 $8.1M 141k 57.82
WisdomTree International Hedged Quality Dividend Growth Fund Exchange traded fund (IHDG) 0.0 $8.1M 228k 35.63
Zoetis, Inc. Class A Common stock (ZTS) 0.0 $8.1M 55k 146.55
Rio Tinto Common stock (RIO) 0.0 $8.0M 113k 71.20
SPDR Portfolio S&P 500 Value ETF Exchange traded fund (SPYV) 0.0 $8.0M 206k 38.89
Xpo Common stock (XPO) 0.0 $8.0M 241k 33.29
iShares California Muni Bond ETF Exchange traded fund (CMF) 0.0 $8.0M 142k 56.11
GXO Logistics Common stock (GXO) 0.0 $7.9M 186k 42.69
iShares Russell 2000 Growth ETF Exchange traded fund (IWO) 0.0 $7.8M 36k 214.52
Xylem Common stock (XYL) 0.0 $7.8M 70k 110.57
Prologis Common stock (PLD) 0.0 $7.7M 69k 112.73
Blackstone Common stock (BX) 0.0 $7.7M 104k 74.19
AES Corporation Common stock (AES) 0.0 $7.6M 266k 28.76
MSCI Inc. Class A Common stock (MSCI) 0.0 $7.5M 16k 465.17
Vale Common stock (VALE) 0.0 $7.5M 443k 16.97
iShares MSCI USA Small-Cap Multifactor ETF Exchange traded fund (SMLF) 0.0 $7.2M 146k 49.66
Phillips 66 Common stock (PSX) 0.0 $7.2M 70k 104.08
Eaton Corp Common stock (ETN) 0.0 $7.1M 45k 156.95
SPDR Portfolio S&P 500 Growth ETF Exchange traded fund (SPYG) 0.0 $7.0M 139k 50.67
Dow Common stock (DOW) 0.0 $7.0M 139k 50.39
Owl Rock Capital Corporation Common stock (OBDC) 0.0 $6.9M 594k 11.55
Williams Companies Common stock (WMB) 0.0 $6.8M 208k 32.90
Nuveen Municipal Value Fund Mutual fund (NUV) 0.0 $6.8M 795k 8.60
Toyota Motor Corp Common stock (TM) 0.0 $6.8M 50k 136.58
Magellan Midstream Partners Common stock 0.0 $6.8M 135k 50.21
Schwab Short-Term US Treasury ETF Exchange traded fund (SCHO) 0.0 $6.8M 140k 48.24
Intapp Common stock (INTA) 0.0 $6.7M 268k 24.94
Vanguard Total World Stock ETF Exchange traded fund (VT) 0.0 $6.6M 77k 86.19
iShares MSCI EAFE Min Vol Factor ETF Exchange traded fund (EFAV) 0.0 $6.5M 103k 63.59
Tortoise North American Pipeline Fund Exchange traded fund (TPYP) 0.0 $6.4M 259k 24.69
First Trust NASDAQ Technology Dividend Index Fund Exchange traded fund (TDIV) 0.0 $6.4M 134k 47.78
iShares U.S. Consumer Staples ETF Exchange traded fund (IYK) 0.0 $6.2M 31k 202.78
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange traded fund (LQD) 0.0 $6.2M 59k 105.43
Lam Research Corporation Common stock 0.0 $6.1M 14k 420.31
Corteva Common stock (CTVA) 0.0 $6.0M 102k 58.78
Citizens Financial Group Common stock (CFG) 0.0 $6.0M 152k 39.37
WisdomTree US Quality Dividend Growth Fund Exchange traded fund (DGRW) 0.0 $6.0M 99k 60.36
iShares ESG Aware MSCI USA ETF Exchange traded fund (ESGU) 0.0 $5.9M 70k 84.75
Simon Property Group Common stock (SPG) 0.0 $5.9M 50k 117.48
Coherent Corp. Common stock (COHR) 0.0 $5.9M 168k 35.10
Netflix Common stock (NFLX) 0.0 $5.8M 20k 294.88
L3Harris Technologies Common stock (LHX) 0.0 $5.8M 28k 208.21
Petroleo Brasileiro SA Common stock (PBR) 0.0 $5.7M 532k 10.65
Dimensional U.S. Equity ETF Exchange traded fund (DFUS) 0.0 $5.6M 135k 41.61
Schwab Emerging Markets Equity ETF Exchange traded fund (SCHE) 0.0 $5.6M 236k 23.67
iShares U.S. Consumer Discretionary ETF Exchange traded fund (IYC) 0.0 $5.5M 97k 56.96
iShares Russell Mid-Cap Growth ETF Exchange traded fund (IWP) 0.0 $5.4M 64k 83.60
CSX Corporation Common stock (CSX) 0.0 $5.2M 169k 30.98
Analog Devices Common stock (ADI) 0.0 $5.2M 32k 164.03
Dimensional U.S. Small Cap ETF Exchange traded fund (DFAS) 0.0 $5.2M 101k 51.15
Aptiv Common stock (APTV) 0.0 $5.2M 56k 93.13
Berkshire Hathaway Inc. Class A Common stock (BRK.A) 0.0 $5.2M 11.00 468711.00
Vanguard Mid-Cap Value ETF Exchange traded fund (VOE) 0.0 $5.1M 38k 135.24
AutoZone Common stock (AZO) 0.0 $4.9M 2.0k 2466.18
Kimberly-Clark Corporation Common stock (KMB) 0.0 $4.9M 36k 135.75
iShares 0-5 Year High Yield Corporate Bond ETF Exchange traded fund (SHYG) 0.0 $4.9M 119k 40.89
Philip Morris International Common stock (PM) 0.0 $4.8M 47k 101.21
Doximity, Inc. Class A Common stock (DOCS) 0.0 $4.8M 143k 33.56
Freeport-McMoRan Common stock (FCX) 0.0 $4.8M 126k 38.00
Vanguard Utilities ETF Exchange traded fund (VPU) 0.0 $4.8M 31k 153.36
Lululemon Athletica Common stock (LULU) 0.0 $4.8M 15k 320.39
Brookfield Corporation Common stock (BN) 0.0 $4.7M 150k 31.46
iShares MSCI ACWI ex U.S. ETF Exchange traded fund (ACWX) 0.0 $4.7M 103k 45.50
Invesco S&P 500 Equal Weight ETF Exchange traded fund (RSP) 0.0 $4.7M 33k 141.25
Kraft Heinz Company Common stock (KHC) 0.0 $4.7M 115k 40.71
iShares MSCI Emerging Markets ETF Exchange traded fund (EEM) 0.0 $4.6M 123k 37.90
Alliant Energy Corp Common stock (LNT) 0.0 $4.6M 84k 55.21
iShares Russell Midcap ETF Exchange traded fund (IWR) 0.0 $4.6M 69k 67.45
Advanced Micro Devices Common stock (AMD) 0.0 $4.6M 72k 64.77
Dover Corporation Common stock (DOV) 0.0 $4.6M 34k 135.41
iShares Floating Rate Bond ETF Exchange traded fund (FLOT) 0.0 $4.6M 92k 50.33
Vanguard Information Technology ETF Exchange traded fund (VGT) 0.0 $4.5M 14k 319.40
Ecolab Common stock (ECL) 0.0 $4.5M 31k 145.56
Shell Common stock (SHEL) 0.0 $4.5M 78k 56.95
SPDR Nuveen Bloomberg Municipal Bond ETF Exchange traded fund (TFI) 0.0 $4.4M 98k 45.62
iShares Global REIT ETF Exchange traded fund (REET) 0.0 $4.4M 196k 22.71
PNC Financial Services Group Common stock (PNC) 0.0 $4.4M 28k 157.94
iShares Core 1-5 Year USD Bond ETF Exchange traded fund (ISTB) 0.0 $4.4M 94k 46.44
Laboratory Corporation of America Holdings Common stock 0.0 $4.4M 19k 235.48
iShares S&P Mid-Cap 400 Growth ETF Exchange traded fund (IJK) 0.0 $4.3M 63k 68.30
iShares iBonds Dec 2023 Term Corporate ETF Exchange traded fund 0.0 $4.3M 172k 25.03
DuPont de Nemours Common stock (DD) 0.0 $4.3M 62k 68.63
Duke Energy Corporation Common stock (DUK) 0.0 $4.2M 41k 102.99
Whirlpool Corporation Common stock (WHR) 0.0 $4.2M 30k 141.46
CarMax Common stock (KMX) 0.0 $4.2M 68k 60.89
Northern Trust Corporation Common stock (NTRS) 0.0 $4.1M 47k 88.49
SPDR S&P Midcap 400 ETF Trust Exchange traded fund (MDY) 0.0 $4.1M 9.3k 442.79
Chipotle Mexican Grill Common stock (CMG) 0.0 $4.1M 3.0k 1387.49
iShares TIPS Bond ETF Exchange traded fund (TIP) 0.0 $4.1M 39k 106.44
Citigroup Common stock (C) 0.0 $4.0M 89k 45.23
VanEck High Yield Muni ETF Exchange traded fund (HYD) 0.0 $4.0M 80k 50.55
AllianceBernstein Holding Common stock (AB) 0.0 $4.0M 117k 34.37
SPDR MSCI ACWI ex-US ETF Exchange traded fund (CWI) 0.0 $4.0M 166k 24.06
iShares iBonds Dec 2024 Term Corporate ETF Exchange traded fund 0.0 $4.0M 163k 24.42
Centene Corporation Common stock (CNC) 0.0 $3.9M 48k 82.01
iShares U.S. Industrials ETF Exchange traded fund (IYJ) 0.0 $3.9M 40k 96.46
Dimensional U.S. Targeted Value ETF Exchange traded fund (DFAT) 0.0 $3.9M 88k 43.95
Logitech International Common stock (LOGI) 0.0 $3.8M 62k 62.25
Schwab U.S. Mid-Cap ETF Exchange traded fund (SCHM) 0.0 $3.8M 58k 65.61
iShares iBonds Dec 2023 Term Muni Bond ETF Exchange traded fund 0.0 $3.8M 150k 25.35
Activision Blizzard Common stock 0.0 $3.8M 49k 76.55
Gladstone Commercial Corporation Common stock (GOOD) 0.0 $3.7M 199k 18.50
iShares iBonds Dec 2026 Term Muni Bond ETF Exchange traded fund (IBMO) 0.0 $3.7M 145k 25.21
iShares iBonds Dec 2024 Term Muni Bond ETF Exchange traded fund 0.0 $3.6M 141k 25.75
General Electric Company Common stock (GE) 0.0 $3.6M 43k 83.79
JPMorgan Equity Premium Income ETF Exchange traded fund (JEPI) 0.0 $3.6M 66k 54.49
Walgreens Boots Alliance Common stock (WBA) 0.0 $3.6M 96k 37.36
iShares iBonds Dec 2025 Term Muni Bond ETF Exchange traded fund (IBMN) 0.0 $3.6M 135k 26.37
Align Technology Common stock (ALGN) 0.0 $3.6M 17k 210.90
Airbnb, Inc. Class A Common stock (ABNB) 0.0 $3.6M 42k 85.50
Trimble Common stock (TRMB) 0.0 $3.5M 70k 50.56
Uber Technologies Common stock (UBER) 0.0 $3.5M 142k 24.73
Marathon Petroleum Corporation Common stock (MPC) 0.0 $3.5M 30k 116.39
iShares iBonds Dec 2027 Term Muni Bond ETF Exchange traded fund (IBMP) 0.0 $3.5M 138k 25.08
FedEx Corporation Common stock (FDX) 0.0 $3.4M 20k 173.20
Utilities Select Sector SPDR Fund Exchange traded fund (XLU) 0.0 $3.4M 48k 70.50
BP p.l.c Common stock (BP) 0.0 $3.4M 97k 34.93
Nuveen Select Tax-Free Income Portfolio Mutual fund (NXP) 0.0 $3.4M 241k 13.91
iShares iBonds Dec 2025 Term Corporate ETF Exchange traded fund (IBDQ) 0.0 $3.3M 138k 24.32
DexCom Common stock (DXCM) 0.0 $3.3M 30k 113.24
Blackstone Mortgage Trust, Inc. Class A Common stock (BXMT) 0.0 $3.3M 155k 21.17
Realty Income Corporation Common stock (O) 0.0 $3.3M 51k 63.43
Vanguard Mid-Cap Growth ETF Exchange traded fund (VOT) 0.0 $3.2M 18k 179.76
Cigna Corporation Common stock (CI) 0.0 $3.2M 9.6k 331.34
Avantor Common stock (AVTR) 0.0 $3.1M 148k 21.09
Tyler Technologies Common stock (TYL) 0.0 $3.1M 9.6k 322.41
Vanguard Mega Cap Value ETF Exchange traded fund (MGV) 0.0 $3.1M 30k 102.85
Jack in the Box Common stock (JACK) 0.0 $3.1M 45k 68.23
IDEXX Laboratories Common stock (IDXX) 0.0 $3.0M 7.4k 407.97
Carrier Global Corp. Common stock (CARR) 0.0 $3.0M 73k 41.25
Target Corporation Common stock (TGT) 0.0 $3.0M 20k 149.04
T. Rowe Price Group Common stock (TROW) 0.0 $3.0M 28k 109.06
General Motors Company Common stock (GM) 0.0 $3.0M 89k 33.64
BlackRock Short Maturity Bond ETF Exchange traded fund (NEAR) 0.0 $3.0M 60k 49.27
Norfolk Southern Corporation Common stock (NSC) 0.0 $3.0M 12k 246.41
VanEck Gold Miners ETF Exchange traded fund (GDX) 0.0 $3.0M 104k 28.66
Xerox Holdings Corporation Common stock (XRX) 0.0 $3.0M 203k 14.60
iShares MSCI Emerging Markets Min Vol Factor ETF Exchange traded fund (EEMV) 0.0 $3.0M 56k 53.05
Royalty Pharma Plc Class A Common stock (RPRX) 0.0 $2.9M 74k 39.52
Consumer Discretionary Select Sector SPDR Fund Exchange traded fund (XLY) 0.0 $2.9M 23k 129.16
Linde Common stock 0.0 $2.9M 9.0k 326.18
Vanguard Health Care ETF Exchange traded fund (VHT) 0.0 $2.9M 12k 248.05
Vanguard International Dividend Appreciation ETF Exchange traded fund (VIGI) 0.0 $2.9M 42k 69.63
Altria Group Common stock (MO) 0.0 $2.9M 63k 45.71
Vertex Pharmaceuticals Incorporated Common stock (VRTX) 0.0 $2.9M 9.9k 288.78
Fiserv Common stock (FI) 0.0 $2.8M 28k 101.07
Comcast Corporation Class A Common stock (CMCSA) 0.0 $2.8M 82k 34.97
HCA Healthcare Common stock (HCA) 0.0 $2.8M 12k 239.96
iShares US Financial Services ETF Exchange traded fund (IYG) 0.0 $2.8M 18k 157.52
MercadoLibre Common stock (MELI) 0.0 $2.8M 3.3k 846.19
U.S. Bancorp Common stock (USB) 0.0 $2.8M 64k 43.61
Illumina Common stock (ILMN) 0.0 $2.8M 14k 202.20
Edwards Lifesciences Corporation Common stock (EW) 0.0 $2.8M 37k 74.61
Golub Capital BDC Mutual fund (GBDC) 0.0 $2.8M 210k 13.16
Humana Common stock (HUM) 0.0 $2.8M 5.4k 512.18
iShares MSCI EAFE Growth ETF Exchange traded fund (EFG) 0.0 $2.8M 33k 83.76
Waste Management Common stock (WM) 0.0 $2.7M 18k 156.88
W.W. Grainger Common stock (GWW) 0.0 $2.7M 4.9k 556.25
Regeneron Pharmaceuticals Common stock (REGN) 0.0 $2.7M 3.7k 721.49
Pinnacle Financial Partners Common stock (PNFP) 0.0 $2.7M 36k 73.40
iShares iBonds Dec 2026 Term Corporate ETF Exchange traded fund (IBDR) 0.0 $2.6M 113k 23.35
iShares Silver Trust Exchange traded fund (SLV) 0.0 $2.6M 117k 22.02
iShares MSCI USA Quality Factor ETF Exchange traded fund (QUAL) 0.0 $2.6M 23k 113.96
Rxo Common stock (RXO) 0.0 $2.6M 149k 17.20
SPDR Portfolio S&P 400 Mid Cap ETF Exchange traded fund (SPMD) 0.0 $2.5M 60k 42.50
Vanguard Total International Stock ETF Exchange traded fund (VXUS) 0.0 $2.5M 49k 51.72
Equinix Common stock (EQIX) 0.0 $2.5M 3.8k 654.98
Viatris Common stock (VTRS) 0.0 $2.5M 225k 11.13
American Electric Power Company Common stock (AEP) 0.0 $2.5M 26k 94.95
Cadence Bank Common stock (CADE) 0.0 $2.5M 101k 24.66
iShares MSCI Global Min Vol Factor ETF Exchange traded fund (ACWV) 0.0 $2.4M 26k 95.02
Seagen Common stock 0.0 $2.4M 19k 128.51
Elevance Health Common stock (ELV) 0.0 $2.4M 4.7k 513.01
Schwab International Small-Cap Equity ETF Exchange traded fund (SCHC) 0.0 $2.4M 76k 31.47
Aon Plc Class A Common stock (AON) 0.0 $2.4M 7.9k 300.12
Applied Materials Common stock (AMAT) 0.0 $2.4M 24k 97.38
Astrazeneca Common stock (AZN) 0.0 $2.3M 35k 67.80
New York Community Bancorp Common stock 0.0 $2.3M 272k 8.60
Franklin BSP Realty Trust Common stock (FBRT) 0.0 $2.3M 179k 12.90
iShares Core High Dividend ETF Exchange traded fund (HDV) 0.0 $2.3M 22k 104.24
Marsh & McLennan Companies Common stock (MMC) 0.0 $2.3M 14k 165.48
Akamai Technologies Common stock (AKAM) 0.0 $2.3M 27k 84.30
RPM International Common stock (RPM) 0.0 $2.3M 24k 97.45
SPDR S&P 600 Small Cap Growth ETF Exchange traded fund (SLYG) 0.0 $2.3M 32k 72.24
Rogers Communications Inc. Class B Common stock (RCI) 0.0 $2.3M 49k 46.84
Regions Financial Corporation Common stock (RF) 0.0 $2.3M 106k 21.56
SentinelOne, Inc. Class A Common stock (S) 0.0 $2.3M 156k 14.59
Energy Transfer Common stock (ET) 0.0 $2.3M 190k 11.87
Cardinal Health Common stock (CAH) 0.0 $2.2M 29k 76.87
NVR Common stock (NVR) 0.0 $2.2M 485.00 4612.58
Consumer Staples Select Sector SPDR Fund Exchange traded fund (XLP) 0.0 $2.2M 30k 74.55
Sempra Energy Common stock (SRE) 0.0 $2.2M 14k 154.54
Agilent Technologies Common stock (A) 0.0 $2.2M 15k 149.65
Dominion Energy Common stock (D) 0.0 $2.2M 36k 61.32
First Trust NYSE Arca Biotechnology Index Fund Exchange traded fund (FBT) 0.0 $2.1M 14k 154.13
Moderna Common stock (MRNA) 0.0 $2.1M 12k 179.62
iShares ESG Aware MSCI EM ETF Exchange traded fund (ESGE) 0.0 $2.1M 70k 30.07
Trane Technologies Common stock (TT) 0.0 $2.1M 13k 168.10
Microchip Technology Incorporated Common stock (MCHP) 0.0 $2.1M 30k 70.25
Intrusion Common stock 0.0 $2.1M 657k 3.16
iShares Preferred & Income Securities ETF Exchange traded fund (PFF) 0.0 $2.1M 68k 30.53
Brookfield Asset Management Ltd. Class A Common stock (BAM) 0.0 $2.1M 72k 28.67
Nucor Corporation Common stock (NUE) 0.0 $2.1M 16k 131.81
J.P. Morgan Alerian MLP Index ETN Exchange traded fund 0.0 $2.1M 95k 21.75
Vanguard Mega Cap Growth ETF Exchange traded fund (MGK) 0.0 $2.1M 12k 172.07
Goldman Sachs Access Ultra Short Bond ETF Exchange traded fund (GSST) 0.0 $2.0M 41k 49.56
Domino's Pizza Common stock (DPZ) 0.0 $2.0M 5.9k 346.40
SLR Investment Corp. Mutual fund (SLRC) 0.0 $2.0M 146k 13.91
iShares Expanded Tech-Software Sector ETF Exchange traded fund (IGV) 0.0 $2.0M 7.8k 255.85
iShares Core Dividend Growth ETF Exchange traded fund (DGRO) 0.0 $2.0M 40k 50.00
Public Storage Common stock (PSA) 0.0 $2.0M 7.1k 280.20
Welltower Common stock (WELL) 0.0 $2.0M 30k 65.55
iShares U.S. Utilities ETF Exchange traded fund (IDU) 0.0 $2.0M 23k 86.54
Advanced Drainage Systems Common stock (WMS) 0.0 $2.0M 24k 81.97
iShares 20 Year Treasury Bond ETF Exchange traded fund (TLT) 0.0 $2.0M 20k 99.56
Playa Hotels & Resorts Common stock (PLYA) 0.0 $2.0M 300k 6.53
Atlassian Corp Class A Common stock (TEAM) 0.0 $2.0M 15k 128.68
ABB Ltd. Shs Sponsored American Depositary Receipt Repr 1 Sh Common stock (ABBNY) 0.0 $1.9M 64k 30.46
TotalEnergies SE Common stock (TTE) 0.0 $1.9M 31k 62.08
ServiceNow Common stock (NOW) 0.0 $1.9M 4.9k 388.27
SPDR SSGA US Small Cap Low Volatility Index ETF Exchange traded fund (SMLV) 0.0 $1.9M 18k 107.65
Sysco Corporation Common stock (SYY) 0.0 $1.9M 25k 76.45
Nutrien Common stock (NTR) 0.0 $1.9M 25k 73.03
Ameriprise Financial Common stock (AMP) 0.0 $1.9M 6.0k 311.38
Sanofi Common stock (SNY) 0.0 $1.9M 38k 48.43
iShares iBonds Dec 2027 Term Corporate ETF Exchange traded fund (IBDS) 0.0 $1.8M 79k 23.37
iShares Russell Mid-Cap Value ETF Exchange traded fund (IWS) 0.0 $1.8M 17k 105.34
SPDR Dow Jones Industrial Average ETF Trust Exchange traded fund (DIA) 0.0 $1.8M 5.5k 331.34
Weyerhaeuser Company Common stock (WY) 0.0 $1.8M 59k 31.00
Intercontinental Exchange Common stock (ICE) 0.0 $1.8M 18k 102.59
Mohawk Industries Common stock (MHK) 0.0 $1.8M 17k 102.22
O'Reilly Automotive Common stock (ORLY) 0.0 $1.8M 2.1k 844.03
iShares MSCI USA Momentum Factor ETF Exchange traded fund (MTUM) 0.0 $1.7M 12k 145.93
Nuveen Municipal Credit Income Fund of Benef Interest Mutual fund (NZF) 0.0 $1.7M 143k 12.08
iShares iBonds Dec 2030 Term Corporate ETF Exchange traded fund (IBDV) 0.0 $1.7M 82k 20.80
DoorDash, Inc. Class A Common stock (DASH) 0.0 $1.7M 35k 48.82
CrowdStrike Holdings, Inc. Class A Common stock (CRWD) 0.0 $1.7M 16k 105.29
iShares MSCI EAFE Value ETF Exchange traded fund (EFV) 0.0 $1.7M 37k 45.88
Horizon Kinetics Inflation Beneficiaries ETF Exchange traded fund (INFL) 0.0 $1.7M 54k 31.48
Gartner Common stock (IT) 0.0 $1.7M 5.0k 336.14
Spotify Technology SA Common stock (SPOT) 0.0 $1.7M 21k 78.95
Yum China Holdings Common stock (YUMC) 0.0 $1.7M 31k 54.65
Monster Beverage Corporation Common stock (MNST) 0.0 $1.7M 17k 101.53
Autodesk Common stock (ADSK) 0.0 $1.7M 9.0k 186.87
Nice Common stock (NICE) 0.0 $1.7M 8.7k 192.30
Vanguard ESG U.S. Stock ETF Exchange traded fund (ESGV) 0.0 $1.6M 25k 65.86
W. P. Carey Common stock (WPC) 0.0 $1.6M 21k 78.15
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest Mutual fund (NEA) 0.0 $1.6M 144k 11.37
Invesco S&P 500 Low Volatility ETF Exchange traded fund (SPLV) 0.0 $1.6M 26k 63.90
Morgan Stanley Common stock (MS) 0.0 $1.6M 19k 85.02
iShares Biotechnology ETF Exchange traded fund (IBB) 0.0 $1.6M 12k 131.29
Zimmer Biomet Holdings Common stock (ZBH) 0.0 $1.6M 13k 127.50
iShares Gold Trust Exchange traded fund (IAU) 0.0 $1.6M 46k 34.59
Dimensional International Value ETF Exchange traded fund (DFIV) 0.0 $1.6M 53k 30.40
Stericycle Common stock (SRCL) 0.0 $1.6M 32k 49.89
Vanguard Russell 3000 ETF Exchange traded fund (VTHR) 0.0 $1.6M 9.2k 171.75
iShares Core Total USD Bond Market ETF Exchange traded fund (IUSB) 0.0 $1.6M 35k 44.93
Halliburton Company Common stock (HAL) 0.0 $1.6M 40k 39.35
SPDR S&P Regional Banking ETF Exchange traded fund (KRE) 0.0 $1.5M 26k 58.74
Trade Desk, Inc. Class A Common stock (TTD) 0.0 $1.5M 34k 44.83
iShares iBonds Dec 2028 Term Corporate ETF Exchange traded fund (IBDT) 0.0 $1.5M 63k 24.29
Schwab US TIPS ETF Exchange traded fund (SCHP) 0.0 $1.5M 29k 51.79
Equity Commonwealth 6.5 Cum Conv Pfd Registered Shs Series -D- Convertible preferred 0.0 $1.5M 61k 25.05
iShares Core MSCI International Developed Markets ETF Exchange traded fund (IDEV) 0.0 $1.5M 27k 55.98
Black Hills Corporation Common stock (BKH) 0.0 $1.5M 21k 70.34
Vanguard Financials ETF Exchange traded fund (VFH) 0.0 $1.5M 18k 82.73
MicroStrategy Incorporated Class A Common stock (MSTR) 0.0 $1.5M 11k 141.57
Generac Holdings Common stock (GNRC) 0.0 $1.5M 15k 100.66
Nuveen Quality Municipal Income Fund of Benef.Interest Mutual fund (NAD) 0.0 $1.5M 125k 11.80
iShares Dow Jones U.S. ETF Exchange traded fund (IYY) 0.0 $1.5M 16k 93.45
Sap Se Common stock (SAP) 0.0 $1.5M 14k 103.19
Xcel Energy Common stock (XEL) 0.0 $1.4M 21k 70.11
iShares iBonds Dec 2029 Term Corporate ETF Exchange traded fund (IBDU) 0.0 $1.4M 65k 22.17
Snowflake, Inc. Class A Common stock (SNOW) 0.0 $1.4M 10k 143.55
Snap-on Incorporated Common stock (SNA) 0.0 $1.4M 6.2k 228.48
Sabine Royalty Trust Common stock (SBR) 0.0 $1.4M 17k 85.45
Travelers Companies Common stock (TRV) 0.0 $1.4M 7.6k 187.50
SPDR S&P 600 Small Cap Value ETF Exchange traded fund (SLYV) 0.0 $1.4M 19k 74.22
SS&C Technologies Holdings Common stock (SSNC) 0.0 $1.4M 27k 52.06
Franco-Nevada Corporation Common stock (FNV) 0.0 $1.4M 10k 136.48
Hartford Financial Services Group Common stock (HIG) 0.0 $1.4M 18k 75.83
iShares S&P Mid-Cap 400 Value ETF Exchange traded fund (IJJ) 0.0 $1.4M 14k 100.80
Allstate Corporation Common stock (ALL) 0.0 $1.3M 9.8k 135.60
Paccar Common stock (PCAR) 0.0 $1.3M 13k 98.97
Genmab A/S Common stock (GMAB) 0.0 $1.3M 31k 42.38
BorgWarner Common stock (BWA) 0.0 $1.3M 33k 40.25
MetLife Common stock (MET) 0.0 $1.3M 18k 72.37
HP Common stock (HPQ) 0.0 $1.3M 49k 26.87
Devon Energy Corporation Common stock (DVN) 0.0 $1.3M 21k 61.51
Genuine Parts Company Common stock (GPC) 0.0 $1.3M 7.5k 173.52
Invesco S&P MidCap Low Volatility ETF Exchange traded fund (XMLV) 0.0 $1.3M 24k 53.49
iShares Fallen Angels USD Bond ETF Exchange traded fund (FALN) 0.0 $1.3M 52k 24.61
Carlyle Group Common stock (CG) 0.0 $1.3M 43k 29.84
United Therapeutics Corporation Common stock (UTHR) 0.0 $1.3M 4.6k 278.09
iShares U.S. Energy ETF Exchange traded fund (IYE) 0.0 $1.3M 28k 46.49
Exelon Corporation Common stock (EXC) 0.0 $1.3M 29k 43.23
MasTec Common stock (MTZ) 0.0 $1.3M 15k 85.33
Valero Energy Corporation Common stock (VLO) 0.0 $1.3M 9.9k 126.87
Occidental Petroleum Corporation Common stock (OXY) 0.0 $1.3M 20k 62.99
Vanguard FTSE Europe ETF Exchange traded fund (VGK) 0.0 $1.2M 23k 55.44
Spdr S&p Biotech Etf Exchange traded fund (XBI) 0.0 $1.2M 15k 83.00
Wheaton Precious Metals Corp Common stock (WPM) 0.0 $1.2M 31k 39.08
Eagle Bancorp Common stock (EGBN) 0.0 $1.2M 28k 44.07
Ares Capital Corporation Mutual fund (ARCC) 0.0 $1.2M 65k 18.47
Ford Motor Company Common stock (F) 0.0 $1.2M 101k 11.63
Charles Schwab Corp Common stock (SCHW) 0.0 $1.2M 14k 83.26
Kimco Realty Corporation Common stock (KIM) 0.0 $1.2M 55k 21.18
Cummins Common stock (CMI) 0.0 $1.2M 4.8k 242.28
Antero Midstream Corp. Common stock (AM) 0.0 $1.2M 107k 10.79
British American Tobacco Common stock (BTI) 0.0 $1.1M 29k 39.98
Independence Realty Trust Common stock (IRT) 0.0 $1.1M 67k 16.86
Alexandria Real Estate Equities Common stock (ARE) 0.0 $1.1M 7.7k 145.67
Palo Alto Networks Common stock (PANW) 0.0 $1.1M 8.0k 139.54
NovoCure Common stock (NVCR) 0.0 $1.1M 15k 73.35
Consolidated Edison Common stock (ED) 0.0 $1.1M 12k 95.31
Equity Residential Common stock (EQR) 0.0 $1.1M 19k 59.00
Polaris Common stock (PII) 0.0 $1.1M 11k 101.00
McKesson Corporation Common stock (MCK) 0.0 $1.1M 2.9k 375.07
Sprott Gold Miners ETF Exchange traded fund (SGDM) 0.0 $1.1M 44k 24.76
Plains All American Pipeline Common stock (PAA) 0.0 $1.1M 92k 11.76
NBT Bancorp Common stock (NBTB) 0.0 $1.1M 25k 43.42
iShares MSCI USA ESG Select ETF Exchange traded fund (SUSA) 0.0 $1.1M 13k 82.32
iShares Treasury Floating Rate Bond ETF Exchange traded fund (TFLO) 0.0 $1.1M 21k 50.41
Vanguard Long-Term Corporate Bond ETF Exchange traded fund (VCLT) 0.0 $1.1M 14k 75.71
Clorox Company Common stock (CLX) 0.0 $1.1M 7.6k 140.34
SBA Communications Corp. Class A Common stock (SBAC) 0.0 $1.1M 3.8k 280.27
iShares JP Morgan USD Emerging Markets Bond ETF Exchange traded fund (EMB) 0.0 $1.1M 13k 84.59
BlackRock Ultra Short-Term Bond ETF Exchange traded fund (ICSH) 0.0 $1.1M 21k 50.04
Sun Communities Common stock (SUI) 0.0 $1.1M 7.4k 143.01
First Horizon Corporation Common stock (FHN) 0.0 $1.1M 43k 24.50
Invesco KBW Premium Yield Equity REIT ETF Exchange traded fund (KBWY) 0.0 $1.0M 54k 19.49
Vanguard S&P 500 Value ETF Exchange traded fund (VOOV) 0.0 $1.0M 7.4k 140.05
Extra Space Storage Common stock (EXR) 0.0 $1.0M 7.0k 147.18
iShares Russell 2000 Value ETF Exchange traded fund (IWN) 0.0 $1.0M 7.4k 138.68
Martin Marietta Materials Common stock (MLM) 0.0 $1.0M 3.0k 338.00
M&T Bank Corporation Common stock (MTB) 0.0 $1.0M 7.0k 145.05
Expeditors International of Washington Common stock (EXPD) 0.0 $1.0M 9.8k 103.92
Invitation Homes Common stock (INVH) 0.0 $1000k 34k 29.64
Vanguard Energy ETF Exchange traded fund (VDE) 0.0 $984k 8.1k 121.29
Canadian National Railway Company Common stock (CNI) 0.0 $982k 8.3k 118.88
Albemarle Corporation Common stock (ALB) 0.0 $980k 4.5k 216.87
Church & Dwight Common stock (CHD) 0.0 $978k 12k 80.61
Avantis U.S. Equity ETF Exchange traded fund (AVUS) 0.0 $977k 14k 68.01
Enbridge Common stock (ENB) 0.0 $971k 25k 39.10
Marriott Vacations Worldwide Corporation Common stock (VAC) 0.0 $971k 7.2k 134.59
Entergy Corporation Common stock (ETR) 0.0 $971k 8.6k 112.50
Alerian MLP ETF Exchange traded fund (AMLP) 0.0 $967k 25k 38.07
iShares U.S. Healthcare Providers ETF Exchange traded fund (IHF) 0.0 $950k 3.5k 267.69
PayPal Holdings Common stock (PYPL) 0.0 $944k 13k 71.22
First Republic Bank Common stock (FRCB) 0.0 $942k 7.7k 121.89
Public Service Enterprise Group Common stock (PEG) 0.0 $919k 15k 61.27
iShares MSCI KLD 400 Social ETF Exchange traded fund (DSI) 0.0 $919k 13k 71.79
Sandy Spring Bancorp Common stock (SASR) 0.0 $914k 26k 35.23
Raymond James Financial Common stock (RJF) 0.0 $908k 8.5k 106.85
First Trust NASDAQ-100 Technology Sector Index Fund Exchange traded fund (QTEC) 0.0 $906k 8.6k 105.24
Goldman Sachs Access Treasury 0-1 Year ETF Exchange traded fund (GBIL) 0.0 $905k 9.1k 99.71
Plains GP Holdings LP Class A Common stock (PAGP) 0.0 $903k 73k 12.44
United Bankshares Common stock (UBSI) 0.0 $901k 22k 40.49
SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange traded fund (SPYX) 0.0 $900k 9.6k 93.35
Vanguard Consumer Staples ETF Exchange traded fund (VDC) 0.0 $899k 4.7k 191.59
LyondellBasell Industries NV Common stock (LYB) 0.0 $897k 11k 83.03
Seagate Technology Holdings Common stock (STX) 0.0 $896k 17k 52.61
Corning Common stock (GLW) 0.0 $895k 28k 31.94
First Trust Value Line Dividend Index Fund Exchange traded fund (FVD) 0.0 $891k 22k 39.91
First Eagle Alternative Capital BDC Mutual fund 0.0 $889k 209k 4.26
Cincinnati Financial Corporation Common stock (CINF) 0.0 $888k 8.7k 102.39
Vanguard Materials ETF Exchange traded fund (VAW) 0.0 $884k 5.2k 170.21
Bank of New York Mellon Corp Common stock (BK) 0.0 $881k 19k 45.52
Icon Common stock (ICLR) 0.0 $881k 4.5k 194.25
Progressive Corporation Common stock (PGR) 0.0 $880k 6.8k 129.72
iShares U.S. Home Construction ETF Exchange traded fund (ITB) 0.0 $874k 14k 60.61
Vanguard Short-Term Inflation-Protected Securities ETF Exchange traded fund (VTIP) 0.0 $874k 19k 46.71
iShares MSCI EAFE Small-Cap ETF Exchange traded fund (SCZ) 0.0 $871k 15k 56.48
Wells Fargo & Company 7.5 Non Cum Perp Conv Pfd Registered Shs A Series L Convertible preferred (WFC.PL) 0.0 $865k 730.00 1185.00
H&R Block Common stock (HRB) 0.0 $864k 24k 36.51
SPDR Portfolio S&P 600 Small Cap ETF Exchange traded fund (SPSM) 0.0 $859k 23k 36.97
Delta Air Lines Common stock (DAL) 0.0 $858k 26k 32.86
iShares ESG Advanced Total USD Bond Market ETF Exchange traded fund (EUSB) 0.0 $854k 20k 42.20
Vanguard ESG International Stock ETF Exchange traded fund (VSGX) 0.0 $850k 17k 49.19
Apollo Global Management Common stock (APO) 0.0 $849k 13k 63.79
First Trust Dorsey Wright Focus 5 ETF Exchange traded fund (FV) 0.0 $846k 18k 46.55
AmerisourceBergen Corporation Common stock (COR) 0.0 $844k 5.1k 165.71
iShares MSCI USA Value Factor ETF Exchange traded fund (VLUE) 0.0 $839k 9.2k 91.14
EastGroup Properties Common stock (EGP) 0.0 $838k 5.7k 148.06
Discover Financial Services Common stock (DFS) 0.0 $833k 8.5k 97.83
Warner Bros. Discovery, Inc. Series A Common stock (WBD) 0.0 $826k 87k 9.48
Phillips Edison & Company Common stock (PECO) 0.0 $825k 26k 31.84
Coterra Energy Common stock (CTRA) 0.0 $825k 34k 24.57
Invesco Senior Loan ETF Exchange traded fund (BKLN) 0.0 $822k 40k 20.53
Anheuser-Busch InBev SA Common stock (BUD) 0.0 $820k 14k 60.04
Cintas Corporation Common stock (CTAS) 0.0 $817k 1.8k 451.62
Kayne Anderson Energy Infrastructure Fund Mutual fund (KYN) 0.0 $810k 95k 8.56
Camden Property Trust Common stock (CPT) 0.0 $807k 7.2k 111.88
Schwab Fundamental US Large Co. Index ETF Exchange traded fund (FNDX) 0.0 $803k 15k 53.44
Heartland Financial USA Common stock (HTLF) 0.0 $802k 17k 46.62
WEC Energy Group Common stock (WEC) 0.0 $801k 8.5k 93.76
First Trust Preferred Securities & Income ETF Exchange traded fund (FPE) 0.0 $800k 48k 16.80
First Trust Dorsey Wright Momentum & Low Volatility ETF Exchange traded fund (DVOL) 0.0 $800k 30k 26.28
iShares U.S. Real Estate ETF Exchange traded fund (IYR) 0.0 $799k 9.5k 84.19
Arrow Electronics Common stock (ARW) 0.0 $795k 7.6k 104.57
Constellation Energy Corporation Common stock (CEG) 0.0 $792k 9.2k 86.21
Hershey Company Common stock (HSY) 0.0 $785k 3.4k 231.57
Blackstone Secured Lending Fund Mutual fund (BXSL) 0.0 $782k 35k 22.35
AppFolio Inc Class A Common stock (APPF) 0.0 $774k 7.3k 105.38
AvalonBay Communities Common stock (AVB) 0.0 $767k 4.7k 161.53
Omnicom Group Common stock (OMC) 0.0 $767k 9.4k 81.57
iShares ESG Aware MSCI EAFE ETF Exchange traded fund (ESGD) 0.0 $766k 12k 65.74
Eastman Chemical Company Common stock (EMN) 0.0 $765k 9.4k 81.44
Vanguard Extended Market ETF Exchange traded fund (VXF) 0.0 $763k 5.7k 132.87
TFI International Common stock (TFII) 0.0 $762k 7.6k 100.25
Federal Realty Investment Trust Common stock (FRT) 0.0 $756k 7.5k 101.04
Unum Group Common stock (UNM) 0.0 $756k 18k 41.03
Incyte Corporation Common stock (INCY) 0.0 $756k 9.4k 80.32
Sonoco Products Company Common stock (SON) 0.0 $755k 12k 60.71
Essex Property Trust Common stock (ESS) 0.0 $753k 3.6k 211.91
Equity LifeStyle Properties Common stock (ELS) 0.0 $741k 12k 64.60
Darden Restaurants Common stock (DRI) 0.0 $735k 5.3k 138.34
Royal Gold Common stock (RGLD) 0.0 $727k 6.5k 112.72
Rollins Common stock (ROL) 0.0 $714k 20k 36.54
Sprott Physical Gold Trust Units Mutual fund (PHYS) 0.0 $713k 51k 14.10
iShares Micro-Cap ETF Exchange traded fund (IWC) 0.0 $704k 6.5k 107.83
Horizon Therapeutics Public Limited Company Common stock 0.0 $702k 6.2k 113.80
SPDR Dow Jones International Real Estate ETF Exchange traded fund (RWX) 0.0 $700k 26k 26.77
First Trust Health Care AlphaDEX Fund Exchange traded fund (FXH) 0.0 $700k 6.4k 108.73
iShares Core Aggressive Allocation ETF Exchange traded fund (AOA) 0.0 $696k 12k 59.75
SPDR Blackstone Senior Loan ETF Exchange traded fund (SRLN) 0.0 $695k 17k 40.90
Fortive Corp. Common stock (FTV) 0.0 $694k 11k 64.25
Take-Two Interactive Software Common stock (TTWO) 0.0 $687k 6.6k 104.13
Baxter International Common stock (BAX) 0.0 $687k 14k 50.97
American Homes 4 Rent Class A Common stock (AMH) 0.0 $686k 23k 30.14
Kroger Common stock (KR) 0.0 $677k 15k 44.58
KLA Corporation Common stock (KLAC) 0.0 $675k 1.8k 377.03
agilon health Common stock (AGL) 0.0 $671k 42k 16.14
CenterPoint Energy Common stock (CNP) 0.0 $671k 22k 29.99
Markel Corporation Common stock (MKL) 0.0 $671k 509.00 1317.49
DaVita Common stock (DVA) 0.0 $667k 8.9k 74.67
Principal Financial Group Common stock (PFG) 0.0 $665k 7.9k 83.92
SolarEdge Technologies Common stock (SEDG) 0.0 $665k 2.3k 283.27
Ventas Common stock (VTR) 0.0 $664k 15k 45.05
SPDR Dow Jones REIT ETF Exchange traded fund (RWR) 0.0 $660k 7.6k 87.15
Essential Utilities Common stock (WTRG) 0.0 $658k 14k 47.73
ArrowMark Financial Corp. Mutual fund (BANX) 0.0 $656k 39k 17.04
iShares ESG MSCI USA Leaders ETF Exchange traded fund (SUSL) 0.0 $656k 9.9k 66.31
STMicroelectronics NV ADR RegS Common stock (STM) 0.0 $654k 18k 35.57
FirstEnergy Corp. Common stock (FE) 0.0 $649k 16k 41.94
First Trust Financials AlphaDEX Fund Exchange traded fund (FXO) 0.0 $642k 16k 40.96
America Movil SAB de CV Sponsored ADR Class L Common stock 0.0 $637k 35k 18.20
Schwab U.S. REIT ETF Exchange traded fund (SCHH) 0.0 $636k 33k 19.29
Block, Inc. Class A Common stock (SQ) 0.0 $631k 10k 62.84
Rockwell Automation Common stock (ROK) 0.0 $631k 2.4k 257.57
Seabridge Gold Common stock (SA) 0.0 $629k 50k 12.58
Interpublic Group of Companies Common stock (IPG) 0.0 $629k 19k 33.31
Vanguard S&P 500 Growth ETF Exchange traded fund (VOOG) 0.0 $621k 2.9k 210.94
iShares ESG Aware 1-5 Year USD Corporate Bond ETF Exchange traded fund (SUSB) 0.0 $619k 26k 23.77
Ryman Hospitality Properties Common stock (RHP) 0.0 $600k 7.3k 81.78
Fortinet Common stock (FTNT) 0.0 $593k 12k 48.89
Huntington Bancshares Incorporated Common stock (HBAN) 0.0 $589k 42k 14.10
SPDR Portfolio S&P 500 ETF Exchange traded fund (SPLG) 0.0 $587k 13k 44.98
Archer-Daniels-Midland Company Common stock (ADM) 0.0 $585k 6.3k 92.84
Vanguard Consumer Discretionary ETF Exchange traded fund (VCR) 0.0 $576k 2.6k 219.01
Leidos Holdings Common stock (LDOS) 0.0 $576k 5.5k 105.19
Comerica Incorporated Common stock (CMA) 0.0 $569k 8.5k 66.85
Newmont Corporation Common stock (NEM) 0.0 $567k 12k 47.20
Charter Communications, Inc. Class A Common stock (CHTR) 0.0 $565k 1.7k 339.10
Ingredion Incorporated Common stock (INGR) 0.0 $553k 5.6k 97.93
Mid-America Apartment Communities Common stock (MAA) 0.0 $549k 3.5k 156.98
Equinor ASA Common stock (EQNR) 0.0 $537k 15k 35.81
Vanguard Mortgage-Backed Securities ETF Exchange traded fund (VMBS) 0.0 $533k 12k 45.52
Sprott Physical Gold and Silver Trust Units Mutual fund (CEF) 0.0 $532k 30k 17.93
DTE Energy Company Common stock (DTE) 0.0 $531k 4.5k 117.53
Boston Properties Common stock (BXP) 0.0 $527k 7.8k 67.58
Invesco S&P 500 Equal Weight Utilities ETF Exchange traded fund (RSPU) 0.0 $526k 4.5k 116.34
iShares Core Growth Allocation ETF Exchange traded fund (AOR) 0.0 $525k 11k 47.16
LHC Group Common stock 0.0 $524k 3.2k 161.69
Lennar Corporation Class A Common stock (LEN) 0.0 $521k 5.8k 90.50
Five Below Common stock (FIVE) 0.0 $518k 2.9k 176.87
BioMarin Pharmaceutical Common stock (BMRN) 0.0 $516k 5.0k 103.48
Halozyme Therapeutics Common stock (HALO) 0.0 $516k 9.1k 56.90
Science Applications International Corp. Common stock (SAIC) 0.0 $516k 4.6k 110.93
OGE Energy Corp. Common stock (OGE) 0.0 $514k 13k 39.55
Aecom Common stock (ACM) 0.0 $512k 6.0k 84.93
CDW Corp. Common stock (CDW) 0.0 $510k 2.9k 178.58
Oshkosh Corp Common stock (OSK) 0.0 $505k 5.7k 88.20
Goldman Sachs Group Common stock (GS) 0.0 $504k 1.5k 343.28
CubeSmart Common stock (CUBE) 0.0 $502k 13k 40.25
Quanta Services Common stock (PWR) 0.0 $498k 3.5k 142.50
Toronto-Dominion Bank Common stock (TD) 0.0 $495k 7.6k 64.76
WisdomTree U.S. High Dividend Fund Exchange traded fund (DHS) 0.0 $494k 5.7k 86.07
iShares U.S. Basic Materials ETF Exchange traded fund (IYM) 0.0 $493k 3.9k 124.78
Amkor Technology Common stock (AMKR) 0.0 $492k 21k 23.98
PPG Industries Common stock (PPG) 0.0 $491k 3.9k 125.74
IQVIA Holdings Common stock (IQV) 0.0 $488k 2.4k 204.89
BeiGene Common stock 0.0 $486k 2.2k 219.94
FS KKR Capital Corp. Mutual fund (FSK) 0.0 $486k 28k 17.50
iShares 10-20 Year Treasury Bond ETF Exchange traded fund (TLH) 0.0 $480k 4.4k 108.19
Canadian Pacific Railway Common stock 0.0 $479k 6.4k 74.59
F&G Annuities & Life Common stock (FG) 0.0 $478k 24k 20.01
Fidelity MSCI Information Technology Index ETF Exchange traded fund (FTEC) 0.0 $477k 5.0k 94.52
Quest Diagnostics Incorporated Common stock (DGX) 0.0 $473k 3.0k 156.46
WisdomTree Emerging Markets SmallCap Dividend Fund Exchange traded fund (DGS) 0.0 $471k 11k 43.99
VanEck Morningstar Wide Moat ETF Exchange traded fund (MOAT) 0.0 $471k 7.3k 64.91
ViaSat Common stock (VSAT) 0.0 $471k 15k 31.65
Invesco Water Resources ETF Exchange traded fund (PHO) 0.0 $470k 9.1k 51.54
SPDR S&P International Small Cap ETF Exchange traded fund (GWX) 0.0 $464k 16k 29.41
Lumentum Holdings Common stock (LITE) 0.0 $454k 8.7k 52.17
iShares 0-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (SLQD) 0.0 $452k 9.5k 47.86
FlexShares Quality Dividend Index Fund Exchange traded fund (QDF) 0.0 $451k 8.6k 52.60
NXP Semiconductors NV Common stock (NXPI) 0.0 $447k 2.8k 158.03
SPDR S&P Oil & Gas Exploration & Production ETF Exchange traded fund (XOP) 0.0 $441k 3.2k 135.87
Vanguard Russell 2000 Growth ETF Exchange traded fund (VTWG) 0.0 $440k 2.8k 155.71
Constellation Brands, Inc. Class A Common stock (STZ) 0.0 $439k 1.9k 231.80
Helmerich & Payne Common stock (HP) 0.0 $439k 8.9k 49.57
BHP Group Ltd Sponsored American Depositary Receipt Repr 2 Common stock (BHP) 0.0 $438k 7.1k 62.05
American Water Works Company Common stock (AWK) 0.0 $436k 2.9k 152.43
MPLX Common stock (MPLX) 0.0 $434k 13k 32.84
Lazard Global Total Return & Income Fund Mutual fund (LGI) 0.0 $434k 30k 14.64
CACI International Inc Class A Common stock (CACI) 0.0 $433k 1.4k 300.59
Ross Stores Common stock (ROST) 0.0 $433k 3.7k 116.08
Eversource Energy Common stock (ES) 0.0 $431k 5.1k 83.83
Broadridge Financial Solutions Common stock (BR) 0.0 $430k 3.2k 134.13
Fifth Third Bancorp Common stock (FITB) 0.0 $423k 13k 32.81
ING Groep NV Common stock (ING) 0.0 $422k 35k 12.17
iShares U.S. Infrastructure ETF Exchange traded fund (IFRA) 0.0 $420k 12k 36.26
iShares 0-5 Year TIPS Bond ETF Exchange traded fund (STIP) 0.0 $419k 4.3k 96.97
Boston Scientific Corporation Common stock (BSX) 0.0 $416k 9.0k 46.27
Cheniere Energy Common stock (LNG) 0.0 $413k 2.8k 149.99
VanEck Mortgage REIT Income ETF Exchange traded fund (MORT) 0.0 $409k 35k 11.67
Loews Corporation Common stock (L) 0.0 $400k 6.8k 58.33
Southwest Airlines Common stock (LUV) 0.0 $399k 12k 33.67
Invesco Common stock (IVZ) 0.0 $399k 22k 17.99
Home BancShares Common stock (HOMB) 0.0 $399k 18k 22.79
SPDR Portfolio Intermediate Term Corporate Bond ETF Exchange traded fund (SPIB) 0.0 $395k 12k 31.83
Keysight Technologies Common stock (KEYS) 0.0 $394k 2.3k 171.07
PPL Corporation Common stock (PPL) 0.0 $388k 13k 29.22
iShares Broad USD Investment Grade Corporate Bond ETF Exchange traded fund (USIG) 0.0 $387k 7.9k 49.11
Brookfield Infrastructure Corp. Common stock (BIPC) 0.0 $387k 9.9k 38.90
Johnson Controls International Common stock (JCI) 0.0 $386k 6.0k 64.00
NiSource Common stock (NI) 0.0 $386k 14k 27.42
Real Estate Select Sector SPDR Fund Exchange traded fund (XLRE) 0.0 $383k 10k 36.93
First Trust North American Energy Infrastructure Fund Exchange traded fund (EMLP) 0.0 $382k 14k 26.69
iShares Global Tech ETF Exchange traded fund (IXN) 0.0 $381k 8.5k 44.83
McCormick & Company, Incorporated Common stock (MKC) 0.0 $379k 4.6k 82.88
Schwab Fundamental US Small Co. Index ETF Exchange traded fund (FNDA) 0.0 $378k 8.1k 46.72
Bunge Common stock 0.0 $377k 3.8k 99.78
ResMed Common stock (RMD) 0.0 $376k 1.8k 208.08
Tegna Common stock (TGNA) 0.0 $373k 18k 21.19
SPDR S&P 400 Mid Cap Growth ETF Exchange traded fund (MDYG) 0.0 $372k 5.7k 65.35
Arbor Realty Trust Common stock (ABR) 0.0 $372k 28k 13.19
iShares Global Infrastructure ETF Exchange traded fund (IGF) 0.0 $371k 8.1k 45.84
Tompkins Financial Corporation Common stock (TMP) 0.0 $368k 4.7k 77.58
International Paper Company Common stock (IP) 0.0 $367k 11k 34.63
KraneShares Bosera MSCI China A 50 Connect Index ETF Exchange traded fund (KBA) 0.0 $367k 14k 25.49
Motorola Solutions Common stock (MSI) 0.0 $365k 1.4k 257.71
Vanguard Russell 1000 Value ETF Exchange traded fund (VONV) 0.0 $365k 5.5k 66.59
iShares MSCI All Country Asia ex Japan ETF Exchange traded fund (AAXJ) 0.0 $363k 5.6k 64.79
J.M. Smucker Company Common stock (SJM) 0.0 $363k 2.3k 158.49
LKQ Corporation Common stock (LKQ) 0.0 $362k 6.8k 53.41
ProShares S&P 500 Dividend Aristocrats ETF Exchange traded fund (NOBL) 0.0 $361k 4.0k 89.98
Sirius XM Holdings Common stock 0.0 $360k 62k 5.84
Wintrust Financial Corporation Common stock (WTFC) 0.0 $358k 4.2k 84.52
United Rentals Common stock (URI) 0.0 $358k 1.0k 355.42
Invesco Variable Rate Preferred ETF Exchange traded fund (VRP) 0.0 $357k 16k 22.39
Southern Copper Corporation Common stock (SCCO) 0.0 $356k 5.9k 60.39
Rexford Industrial Realty Common stock (REXR) 0.0 $356k 6.5k 54.64
Host Hotels & Resorts Common stock (HST) 0.0 $355k 22k 16.05
iShares International Select Dividend ETF Exchange traded fund (IDV) 0.0 $355k 13k 27.16
iShares U.S. Oil & Gas Exploration & Production ETF Exchange traded fund (IEO) 0.0 $354k 3.8k 92.86
Hilton Worldwide Holdings Common stock (HLT) 0.0 $353k 2.8k 126.36
Invesco DWA Momentum ETF Exchange traded fund (PDP) 0.0 $352k 5.0k 71.05
Medical Properties Trust Common stock (MPW) 0.0 $352k 32k 11.14
Smith & Wesson Brands Common stock (SWBI) 0.0 $347k 40k 8.68
Old Dominion Freight Line Common stock (ODFL) 0.0 $347k 1.2k 283.78
Pan American Silver Corp. Common stock (PAAS) 0.0 $346k 21k 16.34
IQ Hedge Multi-Strategy Tracker ETF Exchange traded fund (QAI) 0.0 $342k 12k 28.46
Vanguard Russell 1000 Growth ETF Exchange traded fund (VONG) 0.0 $342k 6.2k 55.12
Invesco Aerospace & Defense ETF Exchange traded fund (PPA) 0.0 $342k 4.4k 78.39
SPDR Portfolio S&P 500 High Dividend ETF Exchange traded fund (SPYD) 0.0 $341k 8.6k 39.58
First Trust Large Cap Core AlphaDEX Fund Exchange traded fund (FEX) 0.0 $340k 4.2k 80.07
Invesco FTSE RAFI US 1000 ETF Exchange traded fund (PRF) 0.0 $339k 2.2k 155.13
INDUS Realty Trust Common stock 0.0 $338k 5.3k 63.49
Alcoa Corporation Common stock (AA) 0.0 $338k 7.4k 45.47
State Street Corporation Common stock (STT) 0.0 $338k 4.4k 77.57
Micron Technology Common stock (MU) 0.0 $334k 6.7k 49.98
Shift4 Payments, Inc. Class A Common stock (FOUR) 0.0 $334k 6.0k 55.93
Pacer Trendpilot US Large Cap ETF Exchange traded fund (PTLC) 0.0 $333k 8.9k 37.49
Builders FirstSource Common stock (BLDR) 0.0 $332k 5.1k 64.88
Arch Capital Group Common stock (ACGL) 0.0 $328k 5.2k 62.78
Gladstone Capital Corporation Mutual fund 0.0 $327k 34k 9.62
KeyCorp Common stock (KEY) 0.0 $327k 19k 17.42
Murphy USA Common stock (MUSA) 0.0 $327k 1.2k 279.54
First Trust Technology AlphaDEX Fund Exchange traded fund (FXL) 0.0 $326k 3.6k 91.55
DNP Select Income Fund Mutual fund (DNP) 0.0 $326k 29k 11.25
First Trust Dorsey Wright Dynamic Focus 5 ETF Exchange traded fund (FVC) 0.0 $324k 9.3k 35.02
Shopify, Inc. Class A Common stock (SHOP) 0.0 $324k 9.3k 34.71
SPDR S&P 600 Small Cap ETF Exchange traded fund 0.0 $323k 3.9k 82.21
First Trust Industrials/Producer Durables AlphaDEX Fund Exchange traded fund (FXR) 0.0 $322k 6.3k 51.51
PTC Common stock (PTC) 0.0 $322k 2.7k 120.04
Occidental Petroleum Corporation Warrant 2020-03.08.27 on Occidental Pete Warrant or right (OXY.WS) 0.0 $321k 7.8k 41.23
Fortune Brands Innovations Common stock (FBIN) 0.0 $320k 5.6k 57.11
Nokia Oyj Common stock (NOK) 0.0 $319k 69k 4.64
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF Exchange traded fund (GSLC) 0.0 $317k 4.2k 76.13
Arista Networks Common stock (ANET) 0.0 $317k 2.6k 121.35
Alamos Gold Common stock (AGI) 0.0 $317k 31k 10.11
Holly Energy Partners Common stock 0.0 $315k 17k 18.12
Murphy Oil Corporation Common stock (MUR) 0.0 $314k 7.3k 43.01
Brixmor Property Group Common stock (BRX) 0.0 $312k 14k 22.67
ICC Holdings Common stock (ICCH) 0.0 $312k 20k 15.58
Fastenal Company Common stock (FAST) 0.0 $310k 6.6k 47.32
WisdomTree U.S. LargeCap Dividend Fund Exchange traded fund (DLN) 0.0 $308k 5.0k 61.95
Invesco BulletShares 2025 High Yield Corporate Bond ETF Exchange traded fund (BSJP) 0.0 $306k 14k 22.11
iSun Common stock (ISUNQ) 0.0 $306k 228k 1.34
Ashland Common stock (ASH) 0.0 $305k 2.8k 107.55
Kilroy Realty Corporation Common stock (KRC) 0.0 $303k 7.8k 38.67
Cooper Companies Common stock 0.0 $302k 914.00 330.67
Vanguard International High Dividend Yield ETF Exchange traded fund (VYMI) 0.0 $300k 5.0k 59.57
Franklin Resources Common stock (BEN) 0.0 $300k 11k 26.38
Simmons First National Corporation Class A Common stock (SFNC) 0.0 $298k 14k 21.58
ARK Innovation ETF Exchange traded fund (ARKK) 0.0 $296k 9.5k 31.24
East West Bancorp Common stock (EWBC) 0.0 $294k 4.5k 65.90
Barrick Gold Corporation Common stock (GOLD) 0.0 $290k 17k 17.18
Amcor Common stock (AMCR) 0.0 $289k 24k 11.91
WestRock Company Common stock (WRK) 0.0 $288k 8.2k 35.16
First Industrial Realty Trust Common stock (FR) 0.0 $287k 6.0k 48.26
Materials Select Sector SPDR Fund Exchange traded fund (XLB) 0.0 $286k 3.7k 77.69
CF Industries Holdings Common stock (CF) 0.0 $285k 3.3k 85.21
Virginia National Bankshares Corporation Common stock (VABK) 0.0 $281k 7.7k 36.66
iShares ESG Aware MSCI USA Small-Cap ETF Exchange traded fund (ESML) 0.0 $280k 8.5k 32.88
Equifax Common stock (EFX) 0.0 $280k 1.4k 194.30
Vanguard Communication Services ETF Exchange traded fund (VOX) 0.0 $278k 3.4k 82.26
Match Group Common stock (MTCH) 0.0 $277k 6.7k 41.49
Healthcare Realty Trust Incorporated Class A Common stock (HR) 0.0 $275k 14k 19.27
VAALCO Energy Common stock (EGY) 0.0 $274k 60k 4.56
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF Exchange traded fund (COMT) 0.0 $273k 9.7k 28.19
Lumen Technologies Common stock (LUMN) 0.0 $273k 52k 5.22
CMS Energy Corporation Common stock (CMS) 0.0 $273k 4.3k 63.33
Embecta Corporation Common stock (EMBC) 0.0 $271k 11k 25.29
Valvoline Common stock (VVV) 0.0 $270k 8.3k 32.65
Cleveland-Cliffs Common stock (CLF) 0.0 $270k 17k 16.11
Edison International Common stock (EIX) 0.0 $269k 4.2k 63.62
Invesco Bulletshares 2023 Corporate Bond ETF Exchange traded fund 0.0 $267k 13k 20.98
Commerce Bancshares Common stock (CBSH) 0.0 $267k 3.9k 68.07
Sony Group Corporation Common stock (SONY) 0.0 $267k 3.5k 76.28
Direxion Daily Financial Bull 3x Shares Exchange traded fund (FAS) 0.0 $266k 3.6k 73.55
Fortis Common stock (FTS) 0.0 $264k 6.6k 40.04
First Citizens BancShares, Inc. Class A Common stock (FCNCA) 0.0 $262k 346.00 758.36
eBay Common stock (EBAY) 0.0 $262k 6.3k 41.47
First Trust NASDAQ Cybersecurity ETF Exchange traded fund (CIBR) 0.0 $262k 6.8k 38.71
Verisk Analytics Common stock (VRSK) 0.0 $262k 1.5k 176.38
iShares US Transportation ETF Exchange traded fund (IYT) 0.0 $260k 1.2k 213.62
Schwab Intermediate-Term US Treasury ETF Exchange traded fund (SCHR) 0.0 $260k 5.3k 49.23
iShares Global Financials ETF Exchange traded fund (IXG) 0.0 $259k 3.7k 70.28
First Trust Nasdaq Clean Edge Green Energy Index Fund Exchange traded fund (QCLN) 0.0 $259k 5.5k 47.19
Schwab Fundamental International Large Co. Index ETF Exchange traded fund (FNDF) 0.0 $258k 8.9k 29.07
Skyworks Solutions Common stock (SWKS) 0.0 $255k 2.8k 91.14
Targa Resources Corp. Common stock (TRGP) 0.0 $253k 3.4k 73.50
AMN Healthcare Services Common stock (AMN) 0.0 $251k 2.4k 102.82
Patterson Companies Incorporated Common stock (PDCO) 0.0 $249k 8.9k 28.03
Vail Resorts Common stock (MTN) 0.0 $248k 1.0k 238.27
SPDR Portfolio Short Term Treasury ETF Exchange traded fund (SPTS) 0.0 $247k 8.5k 28.89
Sociedad Quimica y Minera de Chile S.A. Sponsored ADR Pfd Class B Common stock (SQM) 0.0 $244k 3.1k 79.85
MGM Resorts International Common stock (MGM) 0.0 $243k 7.2k 33.53
Brown-Forman Corporation Class B Common stock (BF.B) 0.0 $243k 3.7k 65.68
Avantis International Equity ETF Exchange traded fund (AVDE) 0.0 $242k 4.6k 53.19
Tapestry Common stock (TPR) 0.0 $242k 6.4k 38.08
Eagle Materials Common stock (EXP) 0.0 $241k 1.8k 132.85
Evans Bancorp Common stock (EVBN) 0.0 $241k 6.4k 37.39
Ameren Corporation Common stock (AEE) 0.0 $239k 2.7k 88.92
Luminar Technologies, Inc. Class A Common stock (LAZR) 0.0 $237k 48k 4.95
Invesco Treasury Collateral ETF Exchange traded fund (TBLL) 0.0 $237k 2.2k 105.34
Ingersoll Rand Common stock (IR) 0.0 $236k 4.5k 52.25
Invesco Dynamic Pharmaceuticals ETF Exchange traded fund (PJP) 0.0 $236k 3.0k 78.60
United Airlines Holdings Common stock (UAL) 0.0 $235k 6.2k 37.70
Artesian Resources Corporation Class A Common stock (ARTNA) 0.0 $234k 4.0k 58.58
Elme Communities Common stock (ELME) 0.0 $234k 13k 17.80
Invesco DWA SmallCap Momentum ETF Exchange traded fund (DWAS) 0.0 $233k 3.2k 72.76
Global X FinTech ETF Exchange traded fund (FINX) 0.0 $232k 12k 19.25
Kellogg Company Common stock (K) 0.0 $231k 3.2k 71.23
Vanguard Industrials ETF Exchange traded fund (VIS) 0.0 $230k 1.3k 182.57
VICI Properties Common stock (VICI) 0.0 $230k 7.1k 32.40
Dropbox, Inc. Class A Common stock (DBX) 0.0 $229k 10k 22.38
Fidelity Corporate Bond ETF Exchange traded fund (FCOR) 0.0 $229k 5.1k 44.84
Auddia Common stock 0.0 $227k 237k 0.96
Dollar Tree Common stock (DLTR) 0.0 $225k 1.6k 141.44
SPDR MSCI ACWI Climate Paris Aligned ETF Exchange traded fund (NZAC) 0.0 $225k 8.6k 26.19
BlackRock MuniAssets Fund Mutual fund (MUA) 0.0 $223k 21k 10.82
First Trust Nasdaq-100 Equal Weighted Index Fund Exchange traded fund (QQEW) 0.0 $221k 2.5k 88.80
Hewlett Packard Enterprise Common stock (HPE) 0.0 $219k 14k 15.96
VMware, Inc. Class A Common stock 0.0 $219k 1.8k 122.74
Vornado Realty Trust Common stock (VNO) 0.0 $219k 11k 20.81
Clearway Energy, Inc. Class C Common stock (CWEN) 0.0 $217k 6.8k 31.87
Cabot Corporation Common stock (CBT) 0.0 $217k 3.2k 66.84
SPDR S&P Software & Services ETF Exchange traded fund (XSW) 0.0 $217k 2.0k 108.72
iShares MSCI Switzerland ETF Exchange traded fund (EWL) 0.0 $217k 5.2k 41.93
Wyndham Hotels & Resorts Common stock (WH) 0.0 $216k 3.0k 71.31
TC Energy Corporation Common stock (TRP) 0.0 $215k 5.4k 39.86
iShares Global 100 ETF Exchange traded fund (IOO) 0.0 $214k 3.3k 64.05
General American Investors Mutual fund (GAM) 0.0 $212k 5.9k 36.15
Invesco S&P 500 Quality ETF Exchange traded fund (SPHQ) 0.0 $210k 4.8k 44.00
Invesco BulletShares 2024 Corporate Bond ETF Exchange traded fund 0.0 $210k 10k 20.49
iShares Exponential Technologies ETF Exchange traded fund (XT) 0.0 $210k 4.4k 47.34
United-Guardian Common stock (UG) 0.0 $210k 20k 10.44
Calamos Convertible Opportunities And Income Fund Mutual fund (CHI) 0.0 $209k 20k 10.51
Brown-Forman Corporation Class A Common stock (BF.A) 0.0 $209k 3.2k 65.76
Amdocs Common stock (DOX) 0.0 $208k 2.3k 90.90
Campbell Soup Company Common stock (CPB) 0.0 $208k 3.7k 56.75
Vanguard Long-Term Bond ETF Exchange traded fund (BLV) 0.0 $207k 2.9k 72.43
Annaly Capital Management Common stock (NLY) 0.0 $206k 9.8k 21.08
iShares Cohen & Steers REIT ETF Exchange traded fund (ICF) 0.0 $206k 3.8k 54.84
OneSpan Common stock (OSPN) 0.0 $205k 18k 11.19
iShares Global Clean Energy ETF Exchange traded fund (ICLN) 0.0 $205k 10k 19.85
Independent Bank Group Common stock 0.0 $205k 3.4k 60.08
iShares U.S. Medical Devices ETF Exchange traded fund (IHI) 0.0 $205k 3.9k 52.58
Marathon Oil Corporation Common stock (MRO) 0.0 $204k 7.5k 27.07
Moody's Corporation Common stock (MCO) 0.0 $204k 732.00 278.62
WisdomTree Emerging Markets High Dividend Fund Exchange traded fund (DEM) 0.0 $203k 5.7k 35.64
SPDR Russell 1000 Yield Focus ETF Exchange traded fund (ONEY) 0.0 $203k 2.2k 93.70
iShares MSCI ACWI Low Carbon Target ETF Exchange traded fund (CRBN) 0.0 $202k 1.5k 138.17
NCR Corporation Common stock (VYX) 0.0 $202k 8.6k 23.41
Bank of Montreal Common stock (BMO) 0.0 $202k 2.2k 90.60
Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange traded fund (GIGB) 0.0 $202k 4.6k 44.21
Eaton Vance National Municipal Opportunities Trust Mutual fund (EOT) 0.0 $202k 12k 16.43
Invesco S&P 500 Equal Weight Consumer Discretionary ETF Exchange traded fund (RSPD) 0.0 $201k 1.7k 117.79
Invesco Global Listed Private Equity ETF Exchange traded fund 0.0 $192k 20k 9.44
Invesco Preferred ETF Exchange traded fund (PGX) 0.0 $191k 17k 11.18
Palantir Technologies Inc. Class A Common stock (PLTR) 0.0 $174k 27k 6.42
PennantPark Investment Corporation Mutual fund (PNNT) 0.0 $173k 30k 5.75
Urban Edge Properties Common stock (UE) 0.0 $166k 12k 14.09
Eaton Vance Municipal Bond Fund Mutual fund (EIM) 0.0 $163k 16k 10.39
Newpark Resources Common stock 0.0 $151k 36k 4.15
Taseko Mines Common stock (TGB) 0.0 $147k 100k 1.47
Prospect Capital Corporation Mutual fund (PSEC) 0.0 $144k 21k 6.99
Broadmark Realty Capital Common stock 0.0 $143k 40k 3.56
Hercules Capital Common stock (HTGC) 0.0 $137k 10k 13.22
Invesco Municipal Income Opportunities Trust of Benef Interest Invesco Municipal Income Opportunitie.. (OIA) 0.0 $130k 21k 6.24
Affirm Holdings, Inc. Class A Common stock (AFRM) 0.0 $129k 13k 9.67
Putnam Managed Municipal Income Trust Mutual fund (PMM) 0.0 $113k 18k 6.28
Calamos Convertible And High Income Fund Mutual fund (CHY) 0.0 $109k 10k 10.55
CION Investment Corp. Mutual fund (CION) 0.0 $107k 11k 9.75
CBRE Global Real Estate Income Fund Mutual fund (IGR) 0.0 $91k 16k 5.73
Marqeta, Inc. Class A Common stock (MQ) 0.0 $87k 14k 6.11
Haleon Common stock (HLN) 0.0 $86k 11k 8.00
Pimco High Income Fund Mutual fund (PHK) 0.0 $86k 18k 4.73
Sumitomo Mitsui Financial Group Common stock (SMFG) 0.0 $85k 11k 8.02
Necessity Retail REIT, Inc. Class A Common stock 0.0 $83k 14k 5.93
Oxford Lane Capital Corp. Mutual fund (OXLC) 0.0 $76k 15k 5.07
Blade Air Mobility, Inc. Class A Common stock (BLDE) 0.0 $76k 21k 3.58
Mitsubishi UFJ Financial Group Common stock (MUFG) 0.0 $71k 11k 6.67
Southwestern Energy Company Common stock 0.0 $68k 12k 5.85
Invesco Senior Income Trust Mutual fund (VVR) 0.0 $58k 15k 3.83
Banco Santander Common stock (SAN) 0.0 $46k 16k 2.95
Kinross Gold Corporation Common stock (KGC) 0.0 $43k 11k 4.09
Telefonica SA Common stock (TEF) 0.0 $41k 11k 3.57
Savara Common stock (SVRA) 0.0 $40k 26k 1.55
SmartRent Inc Class A Common stock (SMRT) 0.0 $38k 16k 2.43
Genius Sports Common stock (GENI) 0.0 $38k 11k 3.57
Neuberger Berman Real Estate Securities Income Fund Mutual fund (NRO) 0.0 $34k 11k 3.13
Lloyds Banking Group Common stock (LYG) 0.0 $24k 11k 2.20
Societal CDMO Common stock 0.0 $18k 12k 1.49
Dare Bioscience Common stock 0.0 $13k 16k 0.83
COMSovereign Holding Corp. Common stock 0.0 $12k 167k 0.07
Society Pass Common stock 0.0 $11k 11k 0.99
Akebia Therapeutics Common stock (AKBA) 0.0 $6.0k 10k 0.58