United Capital Financial Advisers

United Capital Financial Advisors as of March 31, 2024

Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1069 positions in its portfolio as reported in the March 2024 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) 7.4 $903M 1.9M 480.70
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 5.2 $629M 1.2M 525.73
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV) 3.3 $405M 5.3M 76.67
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA) 2.7 $326M 4.4M 74.22
Apple Common Stock (AAPL) 2.5 $299M 1.7M 171.48
Microsoft Corporation Common Stock (MSFT) 2.3 $283M 672k 420.72
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB) 2.0 $246M 5.4M 45.59
Vanguard Value Etf Exchange Traded Fund (VTV) 1.8 $221M 1.4M 162.86
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV) 1.6 $194M 2.6M 75.40
Vanguard Growth Etf Exchange Traded Fund (VUG) 1.6 $192M 559k 344.20
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA) 1.5 $182M 5.2M 34.88
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT) 1.5 $177M 7.8M 22.77
Nvidia Corporation Common Stock (NVDA) 1.2 $149M 165k 903.56
Ishares Mbs Etf Exchange Traded Fund (MBB) 1.2 $141M 1.5M 92.42
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR) 1.0 $124M 1.1M 110.52
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM) 1.0 $121M 2.5M 47.44
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG) 1.0 $121M 2.3M 51.60
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF) 0.9 $112M 2.7M 40.93
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK) 0.9 $111M 1.2M 95.20
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 0.9 $107M 255k 420.52
Visa Inc. Class A Common Stock (V) 0.9 $107M 383k 279.08
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB) 0.8 $102M 2.0M 51.60
Alphabet Inc. Class A Common Stock (GOOGL) 0.8 $99M 654k 150.93
Amazon.com Common Stock (AMZN) 0.8 $98M 545k 180.38
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL) 0.8 $96M 584k 164.35
Alphabet Inc. Class C Common Stock (GOOG) 0.8 $96M 628k 152.26
Home Depot Common Stock (HD) 0.7 $91M 237k 383.60
Jpmorgan Chase & Co. Common Stock (JPM) 0.7 $90M 448k 200.30
Costco Wholesale Corporation Common Stock (COST) 0.7 $90M 122k 732.63
Blackrock U.s. Equity Factor Rotation Etf Exchange Traded Fund (DYNF) 0.7 $90M 2.0M 44.40
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.7 $88M 1.0M 84.44
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR) 0.7 $84M 440k 191.88
Meta Platforms Inc Class A Common Stock (META) 0.7 $80M 165k 485.58
Vanguard Real Estate Etf Exchange Traded Fund (VNQ) 0.6 $77M 889k 86.48
Pepsico Common Stock (PEP) 0.6 $76M 434k 175.01
Accenture Plc Class A Common Stock (ACN) 0.6 $74M 215k 346.61
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE) 0.6 $69M 371k 186.81
Qualcomm Incorporated Common Stock (QCOM) 0.6 $68M 399k 169.30
Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.5 $67M 618k 107.60
Adobe Common Stock (ADBE) 0.5 $66M 131k 504.60
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG) 0.5 $65M 668k 97.94
Starbucks Corporation Common Stock (SBUX) 0.5 $64M 704k 91.39
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO) 0.5 $62M 481k 128.40
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY) 0.5 $60M 115k 523.07
Ishares U.s. Technology Etf Exchange Traded Fund (IYW) 0.5 $58M 429k 135.06
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI) 0.5 $58M 1.4M 42.14
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG) 0.5 $57M 613k 92.72
Schwab International Equity Etf Exchange Traded Fund (SCHF) 0.5 $56M 1.4M 39.02
Procter & Gamble Company Common Stock (PG) 0.5 $55M 341k 162.25
S&p Global Common Stock (SPGI) 0.5 $55M 129k 425.45
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV) 0.4 $53M 966k 54.40
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG) 0.4 $52M 497k 103.79
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX) 0.4 $51M 814k 62.06
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST) 0.4 $50M 998k 50.45
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV) 0.4 $50M 659k 75.98
Walt Disney Company Common Stock (DIS) 0.4 $49M 403k 122.36
Johnson & Johnson Common Stock (JNJ) 0.4 $48M 305k 158.19
Abbvie Common Stock (ABBV) 0.4 $48M 261k 182.10
Oracle Corporation Common Stock (ORCL) 0.4 $48M 378k 125.61
Lowe's Companies Common Stock (LOW) 0.4 $47M 183k 254.73
Cisco Systems Common Stock (CSCO) 0.4 $46M 925k 49.91
Chevron Corporation Common Stock (CVX) 0.4 $44M 282k 157.74
Walmart Common Stock (WMT) 0.4 $44M 727k 60.17
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK) 0.3 $42M 161k 260.72
Mastercard Incorporated Class A Common Stock (MA) 0.3 $41M 85k 481.57
Unitedhealth Group Incorporated Common Stock (UNH) 0.3 $40M 81k 494.70
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV) 0.3 $40M 269k 147.73
Spdr S&p Dividend Etf Exchange Traded Fund (SDY) 0.3 $39M 298k 131.24
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB) 0.3 $38M 747k 51.28
Medtronic Common Stock (MDT) 0.3 $38M 437k 87.15
Intuitive Surgical Common Stock (ISRG) 0.3 $38M 95k 399.09
Broadcom Common Stock (AVGO) 0.3 $37M 28k 1325.42
Nike, Inc. Class B Common Stock (NKE) 0.3 $37M 389k 93.98
Copart Common Stock (CPRT) 0.3 $36M 626k 57.92
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI) 0.3 $36M 138k 259.90
Salesforce Common Stock (CRM) 0.3 $35M 118k 301.18
Cvs Health Corporation Common Stock (CVS) 0.3 $34M 431k 79.76
Kkr & Co Common Stock (KKR) 0.3 $34M 341k 100.58
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB) 0.3 $34M 1.3M 25.69
Intuit Common Stock (INTU) 0.3 $34M 52k 650.00
General Dynamics Corporation Common Stock (GD) 0.3 $33M 116k 282.49
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH) 0.3 $33M 537k 60.74
Illinois Tool Works Common Stock (ITW) 0.3 $33M 121k 268.33
Rtx Corporation Common Stock (RTX) 0.3 $33M 333k 97.53
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT) 0.3 $32M 341k 94.62
Danaher Corporation Common Stock (DHR) 0.3 $32M 127k 249.72
Eli Lilly And Company Common Stock (LLY) 0.3 $32M 41k 777.96
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF) 0.3 $31M 92k 337.05
Abbott Laboratories Common Stock (ABT) 0.3 $31M 272k 113.66
Blackrock Flexible Income Etf Exchange Traded Fund (BINC) 0.3 $31M 588k 52.46
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV) 0.2 $29M 291k 100.71
American Express Company Common Stock (AXP) 0.2 $29M 126k 227.69
Deere & Company Common Stock (DE) 0.2 $28M 68k 410.74
Stryker Corporation Common Stock (SYK) 0.2 $28M 78k 357.87
American Tower Corporation Common Stock (AMT) 0.2 $28M 141k 197.59
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC) 0.2 $28M 479k 57.57
Ares Management Corporation Common Stock (ARES) 0.2 $27M 206k 132.98
Merck & Co Common Stock (MRK) 0.2 $27M 207k 131.95
Unilever Common Stock (UL) 0.2 $26M 517k 50.19
Diageo Common Stock (DEO) 0.2 $26M 172k 148.74
Vanguard Small-cap Etf Exchange Traded Fund (VB) 0.2 $26M 111k 228.59
Exxon Mobil Corporation Common Stock (XOM) 0.2 $25M 219k 116.24
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT) 0.2 $25M 219k 115.30
Thomson Reuters Corporation Common Stock (TRI) 0.2 $25M 160k 155.83
Jacobs Solutions Common Stock (J) 0.2 $24M 158k 153.73
Asml Holding Nv Common Stock (ASML) 0.2 $24M 25k 970.45
Broadstone Net Lease Common Stock (BNL) 0.2 $24M 1.5M 15.67
Roper Technologies Common Stock (ROP) 0.2 $24M 43k 560.84
Republic Services Common Stock (RSG) 0.2 $23M 122k 191.44
Cme Group Inc. Class A Common Stock (CME) 0.2 $23M 107k 215.29
Blackrock Common Stock 0.2 $23M 28k 833.71
T-mobile Us Common Stock (TMUS) 0.2 $23M 139k 163.22
Arthur J. Gallagher & Co. Common Stock (AJG) 0.2 $22M 89k 250.04
Parker-hannifin Corporation Common Stock (PH) 0.2 $22M 40k 555.78
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS) 0.2 $22M 213k 102.76
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB) 0.2 $22M 353k 61.05
Automatic Data Processing Common Stock (ADP) 0.2 $22M 86k 249.74
Caterpillar Common Stock (CAT) 0.2 $21M 58k 366.43
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT) 0.2 $21M 162k 130.73
Tractor Supply Company Common Stock (TSCO) 0.2 $21M 80k 261.72
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY) 0.2 $20M 249k 81.78
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ) 0.2 $20M 46k 444.01
Taiwan Semiconductor Manufacturing Common Stock (TSM) 0.2 $20M 146k 136.05
Biogen Common Stock (BIIB) 0.2 $20M 91k 215.63
Amphenol Corporation Class A Common Stock (APH) 0.2 $20M 171k 115.35
Thermo Fisher Scientific Common Stock (TMO) 0.2 $20M 34k 581.22
Gilead Sciences Common Stock (GILD) 0.2 $19M 265k 73.25
Advanced Micro Devices Common Stock (AMD) 0.2 $19M 107k 180.49
Nasdaq Common Stock (NDAQ) 0.2 $19M 305k 63.10
Booking Holdings Common Stock (BKNG) 0.2 $19M 5.1k 3627.78
C.h. Robinson Worldwide Common Stock (CHRW) 0.2 $18M 242k 76.14
Cintas Corporation Common Stock (CTAS) 0.2 $18M 27k 687.03
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA) 0.2 $18M 365k 50.17
Firstservice Corp Common Stock (FSV) 0.1 $18M 110k 165.80
Westinghouse Air Brake Technologies Corporation Common Stock (WAB) 0.1 $18M 124k 145.68
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ) 0.1 $18M 391k 46.00
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD) 0.1 $18M 100k 179.11
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB) 0.1 $18M 200k 89.67
Ball Corporation Common Stock (BALL) 0.1 $18M 266k 67.36
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR) 0.1 $18M 305k 57.85
Pool Corporation Common Stock (POOL) 0.1 $18M 44k 403.50
Steris Common Stock (STE) 0.1 $17M 77k 224.82
Wells Fargo & Company Common Stock (WFC) 0.1 $17M 299k 57.96
Iron Mountain Common Stock (IRM) 0.1 $17M 216k 80.21
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD) 0.1 $16M 150k 108.92
Emerson Electric Common Stock (EMR) 0.1 $16M 141k 113.42
Dollar General Corporation Common Stock (DG) 0.1 $16M 102k 156.06
Jack Henry & Associates Common Stock (JKHY) 0.1 $16M 91k 173.73
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI) 0.1 $16M 141k 110.13
Ishares Russell 3000 Etf Exchange Traded Fund (IWV) 0.1 $16M 52k 300.08
Netflix Common Stock (NFLX) 0.1 $15M 25k 607.33
Vanguard Large-cap Etf Exchange Traded Fund (VV) 0.1 $15M 63k 239.76
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV) 0.1 $14M 163k 83.58
International Business Machines Corporation Common Stock (IBM) 0.1 $14M 71k 190.96
Verizon Communications Common Stock (VZ) 0.1 $13M 318k 41.96
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Exchange Traded Fund 0.1 $13M 581k 22.73
Ferguson Common Stock 0.1 $13M 60k 218.43
Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG) 0.1 $13M 166k 77.73
Tesla Common Stock (TSLA) 0.1 $13M 73k 175.79
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.1 $13M 179k 70.00
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV) 0.1 $13M 138k 90.44
Ishares Russell 2000 Etf Exchange Traded Fund (IWM) 0.1 $13M 59k 210.30
Amgen Common Stock (AMGN) 0.1 $12M 44k 284.32
Xylem Common Stock (XYL) 0.1 $12M 94k 129.24
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH) 0.1 $12M 155k 77.31
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG) 0.1 $12M 102k 117.21
Union Pacific Corporation Common Stock (UNP) 0.1 $12M 49k 245.93
F5 Common Stock (FFIV) 0.1 $12M 62k 189.59
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM) 0.1 $12M 183k 64.15
Ishares Investment Grade Systematic Bond Etf Exchange Traded Fund (IGEB) 0.1 $12M 257k 44.85
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD) 0.1 $11M 140k 80.63
Ishares Global Energy Etf Exchange Traded Fund (IXC) 0.1 $11M 262k 42.95
Otis Worldwide Corporation Common Stock (OTIS) 0.1 $11M 113k 99.27
Msci Inc. Class A Common Stock (MSCI) 0.1 $11M 20k 560.45
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA) 0.1 $11M 222k 49.24
Bristol-myers Squibb Company Common Stock (BMY) 0.1 $11M 200k 54.23
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 0.1 $11M 59k 182.61
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 0.1 $11M 258k 41.77
Servicenow Common Stock (NOW) 0.1 $11M 14k 762.40
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB) 0.1 $10M 413k 25.28
Eaton Corp Common Stock (ETN) 0.1 $10M 33k 312.68
Bank Of America Corp Common Stock (BAC) 0.1 $10M 263k 37.92
Ishares U.s. Infrastructure Etf Exchange Traded Fund (IFRA) 0.1 $9.8M 226k 43.36
Ishares Floating Rate Bond Etf Exchange Traded Fund (FLOT) 0.1 $9.7M 191k 51.06
Texas Instruments Incorporated Common Stock (TXN) 0.1 $9.7M 56k 174.21
Intel Corporation Common Stock (INTC) 0.1 $9.6M 217k 44.17
Paychex Common Stock (PAYX) 0.1 $9.5M 78k 122.80
Ishares Tips Bond Etf Exchange Traded Fund (TIP) 0.1 $9.4M 88k 107.41
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM) 0.1 $9.4M 77k 120.99
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS) 0.1 $9.3M 138k 67.86
Vanguard Total World Stock Etf Exchange Traded Fund (VT) 0.1 $9.2M 83k 110.50
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK) 0.1 $9.2M 44k 208.27
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO) 0.1 $9.0M 177k 50.69
Analog Devices Common Stock (ADI) 0.1 $9.0M 45k 197.79
Gartner Common Stock (IT) 0.1 $8.9M 19k 476.68
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Exchange Traded Fund (BSJP) 0.1 $8.9M 389k 22.95
Financial Select Sector Spdr Fund Exchange Traded Fund (XLF) 0.1 $8.8M 208k 42.12
Coca-cola Company Common Stock (KO) 0.1 $8.6M 141k 61.18
Mcdonald's Corporation Common Stock (MCD) 0.1 $8.4M 30k 281.95
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC) 0.1 $8.4M 103k 81.66
Pfizer Common Stock (PFE) 0.1 $8.3M 299k 27.75
Ishares U.s. Financials Etf Exchange Traded Fund (IYF) 0.1 $8.2M 86k 95.65
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU) 0.1 $8.1M 70k 114.96
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG) 0.1 $8.0M 161k 49.95
Alcon Common Stock (ALC) 0.1 $8.0M 96k 83.29
Intapp Common Stock (INTA) 0.1 $7.9M 231k 34.30
Nextera Energy Common Stock (NEE) 0.1 $7.9M 123k 63.91
Ishares 0-5 Year High Yield Corporate Bond Etf Exchange Traded Fund (SHYG) 0.1 $7.8M 183k 42.55
Ge Aerospace Common Stock (GE) 0.1 $7.7M 44k 175.53
O'reilly Automotive Common Stock (ORLY) 0.1 $7.7M 6.8k 1128.91
Novartis Common Stock (NVS) 0.1 $7.6M 79k 96.73
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT) 0.1 $7.6M 75k 100.54
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM) 0.1 $7.4M 204k 36.19
Colgate-palmolive Company Common Stock (CL) 0.1 $7.3M 81k 90.05
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH) 0.1 $7.3M 118k 61.90
Lam Research Corporation Common Stock 0.1 $7.3M 7.5k 971.56
Prologis Common Stock (PLD) 0.1 $7.2M 55k 130.22
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU) 0.1 $7.2M 123k 58.65
Workday, Inc. Class A Common Stock (WDAY) 0.1 $7.2M 26k 272.75
At&t Common Stock (T) 0.1 $7.1M 403k 17.60
Tjx Companies Common Stock (TJX) 0.1 $7.0M 69k 101.42
Boeing Company Common Stock (BA) 0.1 $6.9M 36k 192.99
D.r. Horton Common Stock (DHI) 0.1 $6.8M 42k 164.55
Conocophillips Common Stock (COP) 0.1 $6.8M 54k 127.28
Wisdomtree International Hedged Quality Dividend Growth Fund Exchange Traded Fund (IHDG) 0.1 $6.8M 147k 45.94
Ishares Short Treasury Bond Etf Exchange Traded Fund (SHV) 0.1 $6.7M 61k 110.54
Relx Common Stock (RELX) 0.1 $6.7M 156k 43.29
Wisdomtree Us Quality Dividend Growth Fund Exchange Traded Fund (DGRW) 0.1 $6.7M 88k 76.19
Pioneer Natural Resources Company Common Stock 0.1 $6.7M 25k 262.50
Palo Alto Networks Common Stock (PANW) 0.1 $6.7M 23k 284.13
Ishares Msci Eafe Etf Exchange Traded Fund (EFA) 0.1 $6.7M 83k 79.86
Southern Company Common Stock (SO) 0.1 $6.6M 92k 71.74
Hdfc Bank Common Stock (HDB) 0.1 $6.5M 117k 55.97
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW) 0.1 $6.5M 181k 35.84
Invesco Large Cap Growth Etf Exchange Traded Fund (PWB) 0.1 $6.5M 72k 89.29
Phillips 66 Common Stock (PSX) 0.1 $6.5M 40k 163.34
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI) 0.1 $6.4M 62k 103.98
Northrop Grumman Corp. Common Stock (NOC) 0.1 $6.4M 13k 478.65
Ing Groep Nv Common Stock (ING) 0.1 $6.3M 385k 16.49
Blue Owl Capital Corporation Common Stock (OBDC) 0.1 $6.3M 410k 15.38
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO) 0.1 $6.3M 109k 58.06
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL) 0.1 $6.2M 68k 91.80
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP) 0.1 $6.2M 36k 169.37
Blackstone Common Stock (BX) 0.1 $6.1M 47k 131.37
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV) 0.1 $6.1M 122k 50.10
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN) 0.1 $6.1M 227k 26.86
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT) 0.1 $6.1M 104k 58.55
Applied Materials Common Stock (AMAT) 0.1 $6.1M 30k 206.23
Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES) 0.1 $6.1M 186k 32.68
Ishares S&p 100 Etf Exchange Traded Fund (OEF) 0.0 $6.0M 24k 247.41
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG) 0.0 $6.0M 82k 73.15
Ishares Core Msci Pacific Etf Exchange Traded Fund (IPAC) 0.0 $6.0M 95k 63.31
Trimble Common Stock (TRMB) 0.0 $6.0M 93k 64.36
Ishares Ibonds Dec 2025 Term Corporate Etf Exchange Traded Fund (IBDQ) 0.0 $5.9M 239k 24.81
Linde Common Stock (LIN) 0.0 $5.9M 13k 464.32
Chubb Common Stock (CB) 0.0 $5.9M 23k 259.13
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH) 0.0 $5.8M 101k 58.07
Ishares Semiconductor Etf Exchange Traded Fund (SOXX) 0.0 $5.8M 26k 225.92
Comcast Corporation Class A Common Stock (CMCSA) 0.0 $5.8M 134k 43.35
Vanguard Mid-cap Etf Exchange Traded Fund (VO) 0.0 $5.7M 23k 249.86
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL) 0.0 $5.7M 75k 76.03
Align Technology Common Stock (ALGN) 0.0 $5.6M 17k 327.92
American International Group Common Stock (AIG) 0.0 $5.6M 71k 78.17
Lockheed Martin Corporation Common Stock (LMT) 0.0 $5.5M 12k 454.88
Eog Resources Common Stock (EOG) 0.0 $5.5M 43k 127.84
Air Products And Chemicals Common Stock (APD) 0.0 $5.5M 23k 242.27
Schwab Fundamental International Small Co. Index Etf Exchange Traded Fund (FNDC) 0.0 $5.5M 154k 35.47
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE) 0.0 $5.5M 58k 94.41
Northern Trust Corporation Common Stock (NTRS) 0.0 $5.4M 61k 88.92
Uber Technologies Common Stock (UBER) 0.0 $5.4M 70k 76.99
Marriott International, Inc. Class A Common Stock (MAR) 0.0 $5.4M 21k 252.32
General Mills Common Stock (GIS) 0.0 $5.4M 77k 69.97
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF) 0.0 $5.3M 83k 63.58
Digital Realty Trust Common Stock (DLR) 0.0 $5.3M 37k 144.04
Cigna Group Common Stock (CI) 0.0 $5.2M 14k 363.20
Dimensional U.s. Equity Etf Exchange Traded Fund (DFUS) 0.0 $5.2M 91k 56.98
Blackrock U.s. Carbon Transition Readiness Etf Exchange Traded Fund (LCTU) 0.0 $5.2M 90k 57.41
Ishares Ibonds Dec 2024 Term Corporate Etf Exchange Traded Fund 0.0 $5.2M 207k 25.05
Ishares Short-term National Muni Bond Etf Exchange Traded Fund (SUB) 0.0 $5.1M 49k 104.73
United Parcel Service, Inc. Class B Common Stock (UPS) 0.0 $5.0M 34k 148.63
Cgi Inc. Class A Common Stock (GIB) 0.0 $5.0M 45k 110.49
Lamar Advertising Company Class A Common Stock (LAMR) 0.0 $5.0M 42k 119.41
Csx Corporation Common Stock (CSX) 0.0 $4.9M 133k 37.07
Fiserv Common Stock (FI) 0.0 $4.9M 31k 159.82
Carmax Common Stock (KMX) 0.0 $4.9M 57k 87.11
Honeywell International Common Stock (HON) 0.0 $4.9M 24k 205.25
Ishares Select Dividend Etf Exchange Traded Fund (DVY) 0.0 $4.9M 40k 123.18
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI) 0.0 $4.9M 42k 115.81
Freeport-mcmoran Common Stock (FCX) 0.0 $4.9M 103k 47.02
Philip Morris International Common Stock (PM) 0.0 $4.8M 52k 91.62
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY) 0.0 $4.8M 232k 20.65
Crown Castle Common Stock (CCI) 0.0 $4.8M 45k 105.83
Check Point Software Technologies Common Stock (CHKP) 0.0 $4.7M 29k 164.01
Dover Corporation Common Stock (DOV) 0.0 $4.7M 27k 177.19
Ishares Preferred & Income Securities Etf Exchange Traded Fund (PFF) 0.0 $4.7M 145k 32.23
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD) 0.0 $4.7M 15k 320.59
Ishares U.s. Consumer Discretionary Etf Exchange Traded Fund (IYC) 0.0 $4.6M 56k 81.97
Waters Corporation Common Stock (WAT) 0.0 $4.6M 13k 344.23
Royal Bank Of Canada Common Stock (RY) 0.0 $4.6M 45k 100.88
Kinder Morgan Inc Class P Common Stock (KMI) 0.0 $4.5M 243k 18.34
Dimensional Us Marketwide Value Etf Exchange Traded Fund (DFUV) 0.0 $4.4M 108k 40.90
Target Corporation Common Stock (TGT) 0.0 $4.4M 25k 177.21
Ishares Msci Kld 400 Social Etf Exchange Traded Fund (DSI) 0.0 $4.3M 43k 100.81
Petroleo Brasileiro Sa Common Stock (PBR) 0.0 $4.3M 281k 15.21
Vertex Pharmaceuticals Incorporated Common Stock (VRTX) 0.0 $4.3M 10k 418.01
Alliant Energy Corp Common Stock (LNT) 0.0 $4.3M 85k 50.40
Alerian Mlp Etf Exchange Traded Fund (AMLP) 0.0 $4.2M 88k 47.46
Elevance Health Common Stock (ELV) 0.0 $4.1M 8.0k 518.52
Ishares Russell 1000 Etf Exchange Traded Fund (IWB) 0.0 $4.1M 14k 288.03
Prudential Financial Common Stock (PRU) 0.0 $4.0M 34k 117.40
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON) 0.0 $4.0M 82k 48.77
Duke Energy Corporation Common Stock (DUK) 0.0 $4.0M 42k 96.71
Ishares Ibonds Dec 2026 Term Corporate Etf Exchange Traded Fund (IBDR) 0.0 $3.9M 165k 23.85
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT) 0.0 $3.9M 49k 79.83
Zoetis, Inc. Class A Common Stock (ZTS) 0.0 $3.9M 23k 169.21
Schwab Emerging Markets Equity Etf Exchange Traded Fund (SCHE) 0.0 $3.9M 155k 25.25
Sanofi Common Stock (SNY) 0.0 $3.9M 80k 48.60
Ishares Russell Midcap Etf Exchange Traded Fund (IWR) 0.0 $3.8M 46k 84.09
SLB Common Stock (SLB) 0.0 $3.8M 70k 54.81
Stellantis Common Stock (STLA) 0.0 $3.8M 135k 28.30
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY) 0.0 $3.7M 6.7k 556.40
Simon Property Group Common Stock (SPG) 0.0 $3.7M 24k 156.49
Cadence Design Systems Common Stock (CDNS) 0.0 $3.7M 12k 311.28
W.w. Grainger Common Stock (GWW) 0.0 $3.7M 3.6k 1017.30
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT) 0.0 $3.7M 46k 80.51
Ishares Ibonds Dec 2025 Term Treasury Etf Exchange Traded Fund (IBTF) 0.0 $3.6M 157k 23.23
Qcr Holdings Common Stock (QCRH) 0.0 $3.6M 60k 60.74
Truist Financial Corporation Common Stock (TFC) 0.0 $3.6M 93k 38.98
Morgan Stanley Common Stock (MS) 0.0 $3.6M 38k 94.16
Monster Beverage Corporation Common Stock (MNST) 0.0 $3.6M 61k 59.28
Autozone Common Stock (AZO) 0.0 $3.5M 1.1k 3151.45
Kimberly-clark Corporation Common Stock (KMB) 0.0 $3.5M 27k 129.35
Ishares Msci Eafe Min Vol Factor Etf Exchange Traded Fund (EFAV) 0.0 $3.5M 50k 70.88
Moody's Corporation Common Stock (MCO) 0.0 $3.5M 8.8k 393.02
Charles Schwab Corp Common Stock (SCHW) 0.0 $3.5M 48k 72.34
Oneok Common Stock (OKE) 0.0 $3.5M 43k 80.17
Aptiv Common Stock (APTV) 0.0 $3.4M 43k 79.65
Airbnb, Inc. Class A Common Stock (ABNB) 0.0 $3.4M 20k 164.96
Astrazeneca Common Stock (AZN) 0.0 $3.3M 49k 67.75
Fidelity National Financial, Inc. - Fnf Group Common Stock (FNF) 0.0 $3.3M 63k 53.10
Spdr Portfolio Mortgage Backed Bond Etf Exchange Traded Fund (SPMB) 0.0 $3.3M 151k 21.72
Waste Management Common Stock (WM) 0.0 $3.3M 15k 213.14
Ishares California Muni Bond Etf Exchange Traded Fund (CMF) 0.0 $3.2M 56k 57.54
Synopsys Common Stock (SNPS) 0.0 $3.2M 5.6k 571.51
Ishares Esg Advanced Msci Usa Etf Exchange Traded Fund (USXF) 0.0 $3.2M 71k 45.15
Kla Corporation Common Stock (KLAC) 0.0 $3.1M 4.5k 698.59
Ishares 7-10 Year Treasury Bond Etf Exchange Traded Fund (IEF) 0.0 $3.1M 33k 94.66
U.s. Bancorp Common Stock (USB) 0.0 $3.1M 69k 44.70
GSK Common Stock (GSK) 0.0 $3.0M 71k 42.87
Capital One Financial Corp Common Stock (COF) 0.0 $3.0M 20k 148.89
Lululemon Athletica Common Stock (LULU) 0.0 $3.0M 7.6k 390.66
Schwab U.s. Mid-cap Etf Exchange Traded Fund (SCHM) 0.0 $3.0M 36k 81.43
Equinix Common Stock (EQIX) 0.0 $3.0M 3.6k 825.28
Marathon Petroleum Corporation Common Stock (MPC) 0.0 $3.0M 15k 201.50
Marsh & Mclennan Companies Common Stock (MMC) 0.0 $3.0M 14k 205.98
Alps Sector Dividend Dogs Etf Exchange Traded Fund (SDOG) 0.0 $2.9M 55k 53.95
Microchip Technology Incorporated Common Stock (MCHP) 0.0 $2.9M 33k 89.71
Vanguard Mid-cap Growth Etf Exchange Traded Fund (VOT) 0.0 $2.9M 12k 235.79
Mercadolibre Common Stock (MELI) 0.0 $2.9M 1.9k 1512.01
Vale Common Stock (VALE) 0.0 $2.9M 237k 12.19
Regeneron Pharmaceuticals Common Stock (REGN) 0.0 $2.9M 3.0k 962.56
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK) 0.0 $2.9M 10k 286.60
Nucor Corporation Common Stock (NUE) 0.0 $2.9M 14k 197.90
Micron Technology Common Stock (MU) 0.0 $2.8M 24k 117.89
First Trust Low Duration Opportunities Etf Exchange Traded Fund (LMBS) 0.0 $2.8M 59k 48.25
Spdr Msci Acwi Ex-us Etf Exchange Traded Fund (CWI) 0.0 $2.8M 99k 28.40
3m Company Common Stock (MMM) 0.0 $2.8M 27k 106.07
Edwards Lifesciences Corporation Common Stock (EW) 0.0 $2.8M 29k 95.56
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV) 0.0 $2.8M 23k 119.51
Ishares Russell Mid-cap Growth Etf Exchange Traded Fund (IWP) 0.0 $2.8M 24k 114.14
Sap Se Common Stock (SAP) 0.0 $2.8M 14k 195.02
Dow Common Stock (DOW) 0.0 $2.8M 48k 57.93
Boston Scientific Corporation Common Stock (BSX) 0.0 $2.8M 40k 68.49
Williams Companies Common Stock (WMB) 0.0 $2.7M 69k 38.97
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB) 0.0 $2.7M 57k 46.72
Paccar Common Stock (PCAR) 0.0 $2.7M 22k 123.89
Shell Common Stock (SHEL) 0.0 $2.7M 40k 67.04
Alerian Mlp Index Etn Due May 24 2024 Common Stock 0.0 $2.6M 92k 28.49
Invesco Short Term Treasury Etf Exchange Traded Fund (TBLL) 0.0 $2.6M 25k 105.47
Progressive Corporation Common Stock (PGR) 0.0 $2.6M 13k 206.82
Ishares Esg Aware Usd Corporate Bond Etf Exchange Traded Fund (SUSC) 0.0 $2.6M 113k 22.99
Enterprise Products Partners Common Stock (EPD) 0.0 $2.5M 87k 29.18
Berkshire Hathaway Inc. Class A Common Stock (BRK.A) 0.0 $2.5M 4.00 634440.00
Valero Energy Corporation Common Stock (VLO) 0.0 $2.5M 15k 170.69
Spdr S&p Regional Banking Etf Exchange Traded Fund (KRE) 0.0 $2.5M 50k 50.28
Aflac Incorporated Common Stock (AFL) 0.0 $2.5M 29k 85.86
Mckesson Corporation Common Stock (MCK) 0.0 $2.5M 4.6k 536.86
Altria Group Common Stock (MO) 0.0 $2.4M 56k 43.62
First Trust Enhanced Short Maturity Etf Exchange Traded Fund (FTSM) 0.0 $2.4M 41k 59.62
Fedex Corporation Common Stock (FDX) 0.0 $2.4M 8.4k 289.74
Industrial Select Sector Spdr Fund Exchange Traded Fund (XLI) 0.0 $2.4M 19k 125.96
Ishares Ibonds Dec 2024 Term Muni Bond Etf Exchange Traded Fund 0.0 $2.4M 92k 25.95
Dimensional U.s. Small Cap Etf Exchange Traded Fund (DFAS) 0.0 $2.4M 38k 62.34
Ishares Ibonds Dec 2026 Term Muni Bond Etf Exchange Traded Fund (IBMO) 0.0 $2.4M 94k 25.35
Ishares Msci Emerging Markets Etf Exchange Traded Fund (EEM) 0.0 $2.4M 58k 41.08
Ishares Ibonds Dec 2027 Term Muni Bond Etf Exchange Traded Fund (IBMP) 0.0 $2.4M 94k 25.17
Paypal Holdings Common Stock (PYPL) 0.0 $2.4M 35k 66.99
Ishares Ibonds Dec 2025 Term Muni Bond Etf Exchange Traded Fund (IBMN) 0.0 $2.4M 89k 26.46
Yum! Brands Common Stock (YUM) 0.0 $2.3M 17k 138.65
Trane Technologies Common Stock (TT) 0.0 $2.3M 7.7k 300.20
Ishares Ibonds Dec 2028 Term Muni Bond Etf Exchange Traded Fund (IBMQ) 0.0 $2.3M 91k 25.27
Goldman Sachs Group Common Stock (GS) 0.0 $2.3M 5.5k 417.72
Vanguard International Dividend Appreciation Etf Exchange Traded Fund (VIGI) 0.0 $2.3M 28k 81.53
Vanguard Information Technology Etf Exchange Traded Fund (VGT) 0.0 $2.3M 4.3k 524.37
Church & Dwight Common Stock (CHD) 0.0 $2.3M 22k 104.31
Ishares Core Msci International Developed Markets Etf Exchange Traded Fund (IDEV) 0.0 $2.2M 33k 67.13
Norfolk Southern Corporation Common Stock (NSC) 0.0 $2.2M 8.7k 254.87
Chipotle Mexican Grill Common Stock (CMG) 0.0 $2.2M 762.00 2906.77
Estee Lauder Companies Inc. Class A Common Stock (EL) 0.0 $2.2M 14k 154.15
Fidelity National Information Services Common Stock (FIS) 0.0 $2.2M 30k 74.18
T. Rowe Price Group Common Stock (TROW) 0.0 $2.2M 18k 121.92
Pnc Financial Services Group Common Stock (PNC) 0.0 $2.1M 13k 161.60
Ishares Emerging Markets Dividend Etf Exchange Traded Fund (DVYE) 0.0 $2.1M 82k 26.16
Becton, Dickinson And Company Common Stock (BDX) 0.0 $2.1M 8.6k 247.45
Arista Networks Common Stock (ANET) 0.0 $2.1M 7.3k 289.98
Eagle Bancorp Common Stock (EGBN) 0.0 $2.1M 89k 23.49
Ecolab Common Stock (ECL) 0.0 $2.1M 9.1k 230.91
United Rentals Common Stock (URI) 0.0 $2.1M 2.9k 721.22
BP P.L.C Common Stock (BP) 0.0 $2.1M 55k 37.68
Citigroup Common Stock (C) 0.0 $2.1M 33k 63.24
Discover Financial Services Common Stock (DFS) 0.0 $2.0M 16k 131.09
Carrier Global Corp. Common Stock (CARR) 0.0 $2.0M 35k 58.13
Welltower Common Stock (WELL) 0.0 $2.0M 22k 93.44
Spdr Gold Shares Exchange Traded Fund (GLD) 0.0 $2.0M 9.8k 205.73
Hca Healthcare Common Stock (HCA) 0.0 $2.0M 6.1k 333.51
Vanguard Utilities Etf Exchange Traded Fund (VPU) 0.0 $2.0M 14k 142.58
Ishares Esg Advanced Total Usd Bond Market Etf Exchange Traded Fund (EUSB) 0.0 $2.0M 47k 42.83
Intercontinental Exchange Common Stock (ICE) 0.0 $2.0M 15k 137.43
Spdr Portfolio S&p 400 Mid Cap Etf Exchange Traded Fund (SPMD) 0.0 $2.0M 37k 53.34
Jpmorgan Equity Premium Income Etf Exchange Traded Fund (JEPI) 0.0 $2.0M 34k 57.86
Travelers Companies Common Stock (TRV) 0.0 $2.0M 8.5k 230.14
Sysco Corporation Common Stock (SYY) 0.0 $2.0M 24k 81.18
Quanta Services Common Stock (PWR) 0.0 $1.9M 7.5k 259.79
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO) 0.0 $1.9M 7.2k 270.82
L3harris Technologies Common Stock (LHX) 0.0 $1.9M 8.9k 213.09
Ameriprise Financial Common Stock (AMP) 0.0 $1.9M 4.3k 438.42
Cencora Common Stock (COR) 0.0 $1.9M 7.8k 243.00
Rpm International Common Stock (RPM) 0.0 $1.9M 16k 118.95
Xpo Common Stock (XPO) 0.0 $1.9M 16k 122.03
Toyota Motor Corp Common Stock (TM) 0.0 $1.9M 7.5k 251.69
Ishares Esg Aware Us Aggregate Bond Etf Exchange Traded Fund (EAGG) 0.0 $1.9M 40k 47.06
Lennar Corporation Class A Common Stock (LEN) 0.0 $1.9M 11k 171.98
Bank Of New York Mellon Corp Common Stock (BK) 0.0 $1.8M 32k 57.62
Spdr Nuveen Bloomberg Municipal Bond Etf Exchange Traded Fund (TFI) 0.0 $1.8M 40k 46.48
Ishares Msci Global Min Vol Factor Etf Exchange Traded Fund (ACWV) 0.0 $1.8M 17k 105.27
Ishares Core High Dividend Etf Exchange Traded Fund (HDV) 0.0 $1.8M 17k 110.21
Cognizant Technology Solutions Corporation Class A Common Stock (CTSH) 0.0 $1.8M 25k 73.29
Dupont De Nemours Common Stock (DD) 0.0 $1.8M 24k 76.67
Dominion Energy Common Stock (D) 0.0 $1.8M 36k 49.19
Motorola Solutions Common Stock (MSI) 0.0 $1.8M 5.0k 355.01
Fifth Third Bancorp Common Stock (FITB) 0.0 $1.8M 48k 37.21
Genuine Parts Company Common Stock (GPC) 0.0 $1.8M 11k 154.94
Autodesk Common Stock (ADSK) 0.0 $1.8M 6.8k 260.43
International Flavors & Fragrances Common Stock (IFF) 0.0 $1.8M 21k 85.99
Allstate Corporation Common Stock (ALL) 0.0 $1.7M 10k 173.00
Ishares Ibonds Dec 2027 Term Corporate Etf Exchange Traded Fund (IBDS) 0.0 $1.7M 73k 23.80
Ishares Esg Advanced Msci Eafe Etf Exchange Traded Fund (DMXF) 0.0 $1.7M 25k 68.13
Mongodb, Inc. Class A Common Stock (MDB) 0.0 $1.7M 4.8k 358.64
Johnson Controls International Common Stock (JCI) 0.0 $1.7M 26k 65.32
Mohawk Industries Common Stock (MHK) 0.0 $1.7M 13k 130.89
Laboratory Corporation Of America Holdings Common Stock 0.0 $1.7M 7.6k 218.47
Ishares Msci Emerging Markets Min Vol Factor Etf Exchange Traded Fund (EEMV) 0.0 $1.6M 29k 56.59
Constellation Energy Corporation Common Stock (CEG) 0.0 $1.6M 8.9k 184.84
Trade Desk, Inc. Class A Common Stock (TTD) 0.0 $1.6M 19k 87.42
Occidental Petroleum Corporation Common Stock (OXY) 0.0 $1.6M 25k 64.99
Kraft Heinz Company Common Stock (KHC) 0.0 $1.6M 44k 36.90
Sherwin-williams Company Common Stock (SHW) 0.0 $1.6M 4.6k 347.36
Snowflake, Inc. Class A Common Stock (SNOW) 0.0 $1.6M 9.9k 161.60
American Electric Power Company Common Stock (AEP) 0.0 $1.6M 19k 86.10
Tyler Technologies Common Stock (TYL) 0.0 $1.6M 3.7k 425.01
Blackrock Short Duration Bond Etf Exchange Traded Fund (NEAR) 0.0 $1.6M 31k 50.46
Alexandria Real Estate Equities Common Stock (ARE) 0.0 $1.6M 12k 128.91
Ishares Ibonds Dec 2031 Term Corporate Etf Exchange Traded Fund (IBDW) 0.0 $1.6M 77k 20.49
Stericycle Common Stock (SRCL) 0.0 $1.6M 30k 52.75
Metlife Common Stock (MET) 0.0 $1.5M 21k 74.11
Transdigm Group Incorporated Common Stock (TDG) 0.0 $1.5M 1.2k 1231.53
Ishares Ibonds Dec 2028 Term Corporate Etf Exchange Traded Fund (IBDT) 0.0 $1.5M 61k 24.91
Keysight Technologies Common Stock (KEYS) 0.0 $1.5M 9.6k 156.38
Rockwell Automation Common Stock (ROK) 0.0 $1.5M 5.1k 291.34
Keycorp Common Stock (KEY) 0.0 $1.5M 94k 15.81
Devon Energy Corporation Common Stock (DVN) 0.0 $1.5M 29k 50.18
Corteva Common Stock (CTVA) 0.0 $1.5M 25k 57.67
Constellation Brands, Inc. Class A Common Stock (STZ) 0.0 $1.5M 5.4k 271.76
Kroger Common Stock (KR) 0.0 $1.4M 25k 57.13
Public Storage Common Stock (PSA) 0.0 $1.4M 5.0k 290.06
Halliburton Company Common Stock (HAL) 0.0 $1.4M 37k 39.42
General Motors Company Common Stock (GM) 0.0 $1.4M 32k 45.35
Regions Financial Corporation Common Stock (RF) 0.0 $1.4M 68k 21.04
Ford Motor Company Common Stock (F) 0.0 $1.4M 108k 13.28
Ross Stores Common Stock (ROST) 0.0 $1.4M 9.7k 146.76
Ishares Esg Aware Msci Em Etf Exchange Traded Fund (ESGE) 0.0 $1.4M 44k 32.23
Dexcom Common Stock (DXCM) 0.0 $1.4M 10k 138.70
Raymond James Financial Common Stock (RJF) 0.0 $1.4M 11k 128.42
Totalenergies Se Common Stock (TTE) 0.0 $1.4M 20k 68.83
Blackstone Mortgage Trust, Inc. Class A Common Stock (BXMT) 0.0 $1.4M 69k 19.91
Resmed Common Stock (RMD) 0.0 $1.4M 6.9k 198.03
Whirlpool Corporation Common Stock (WHR) 0.0 $1.4M 12k 119.63
Ishares Ibonds Dec 2030 Term Corporate Etf Exchange Traded Fund (IBDV) 0.0 $1.4M 64k 21.40
Goldman Sachs Access Ultra Short Bond Etf Exchange Traded Fund (GSST) 0.0 $1.4M 27k 50.36
Eversource Energy Common Stock (ES) 0.0 $1.3M 23k 59.77
Idexx Laboratories Common Stock (IDXX) 0.0 $1.3M 2.5k 539.97
Hubspot Common Stock (HUBS) 0.0 $1.3M 2.1k 626.55
Rogers Communications Inc. Class B Common Stock (RCI) 0.0 $1.3M 32k 41.00
West Pharmaceutical Services Common Stock (WST) 0.0 $1.3M 3.3k 395.71
Extra Space Storage Common Stock (EXR) 0.0 $1.3M 8.9k 147.00
Consumer Discretionary Select Sector Spdr Fund Exchange Traded Fund (XLY) 0.0 $1.3M 7.0k 183.88
Cardinal Health Common Stock (CAH) 0.0 $1.3M 12k 111.90
Super Micro Computer Common Stock 0.0 $1.3M 1.3k 1010.03
Avantis U.s. Equity Etf Exchange Traded Fund (AVUS) 0.0 $1.3M 14k 89.50
Coinbase Global, Inc. Class A Common Stock (COIN) 0.0 $1.3M 4.8k 265.12
Ge Healthcare Technologies Common Stock (GEHC) 0.0 $1.3M 14k 90.91
Hilton Worldwide Holdings Common Stock (HLT) 0.0 $1.3M 5.9k 213.30
Centene Corporation Common Stock (CNC) 0.0 $1.3M 16k 78.48
Diamondback Energy Common Stock (FANG) 0.0 $1.3M 6.3k 198.17
Marathon Oil Corporation Common Stock (MRO) 0.0 $1.2M 44k 28.34
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Exchange Traded Fund (SUSB) 0.0 $1.2M 51k 24.48
Aon Plc Class A Common Stock (AON) 0.0 $1.2M 3.7k 333.72
Hartford Financial Services Group Common Stock (HIG) 0.0 $1.2M 12k 103.05
Schwab International Small-cap Equity Etf Exchange Traded Fund (SCHC) 0.0 $1.2M 34k 35.80
Ishares Biotechnology Etf Exchange Traded Fund (IBB) 0.0 $1.2M 8.9k 137.22
Ppg Industries Common Stock (PPG) 0.0 $1.2M 8.3k 144.90
Ishares Russell Mid-cap Value Etf Exchange Traded Fund (IWS) 0.0 $1.2M 9.5k 125.32
Delta Air Lines Common Stock (DAL) 0.0 $1.2M 25k 47.87
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX) 0.0 $1.2M 24k 49.19
Celanese Corporation Common Stock (CE) 0.0 $1.2M 6.7k 171.86
Spdr S&p 500 Fossil Fuel Reserves Free Etf Exchange Traded Fund (SPYX) 0.0 $1.1M 27k 42.80
Invesco S&p 500 Low Volatility Etf Exchange Traded Fund (SPLV) 0.0 $1.1M 17k 65.87
Ishares Ibonds Dec 2029 Term Corporate Etf Exchange Traded Fund (IBDU) 0.0 $1.1M 50k 22.82
Martin Marietta Materials Common Stock (MLM) 0.0 $1.1M 1.9k 614.00
Dimensional U.s. Targeted Value Etf Exchange Traded Fund (DFAT) 0.0 $1.1M 21k 54.43
Royal Caribbean Group Common Stock (RCL) 0.0 $1.1M 8.2k 139.02
Xerox Holdings Corporation Common Stock (XRX) 0.0 $1.1M 63k 17.90
Vanguard Ftse Europe Etf Exchange Traded Fund (VGK) 0.0 $1.1M 17k 67.34
Mitsubishi Ufj Financial Group Common Stock (MUFG) 0.0 $1.1M 107k 10.23
Ulta Beauty Common Stock (ULTA) 0.0 $1.1M 2.1k 522.89
Humana Common Stock (HUM) 0.0 $1.1M 3.1k 346.70
Fastenal Company Common Stock (FAST) 0.0 $1.1M 14k 77.14
Spdr S&p 600 Small Cap Value Etf Exchange Traded Fund (SLYV) 0.0 $1.1M 13k 82.97
Dlh Holdings Corp. Common Stock (DLHC) 0.0 $1.1M 81k 13.27
Golub Capital Bdc Common Stock (GBDC) 0.0 $1.1M 64k 16.63
Ingersoll Rand Common Stock (IR) 0.0 $1.1M 11k 94.95
HP Common Stock (HPQ) 0.0 $1.1M 35k 30.22
Moderna Common Stock (MRNA) 0.0 $1.1M 9.9k 106.56
Fortinet Common Stock (FTNT) 0.0 $1.1M 15k 68.31
Vanguard Total Bond Market Etf Exchange Traded Fund (BND) 0.0 $1.0M 14k 72.63
Agilent Technologies Common Stock (A) 0.0 $1.0M 7.2k 145.52
Ishares Broad Usd High Yield Corporate Bond Etf Exchange Traded Fund (USHY) 0.0 $1.0M 29k 36.59
Sony Group Corporation Common Stock (SONY) 0.0 $1.0M 12k 85.74
Sempra Common Stock (SRE) 0.0 $1.0M 14k 71.83
Pultegroup Common Stock (PHM) 0.0 $1.0M 8.5k 120.62
Illumina Common Stock (ILMN) 0.0 $1.0M 7.5k 137.32
Zimmer Biomet Holdings Common Stock (ZBH) 0.0 $1.0M 7.7k 131.98
Invesco S&p Midcap Low Volatility Etf Exchange Traded Fund (XMLV) 0.0 $1.0M 18k 56.40
Comerica Incorporated Common Stock (CMA) 0.0 $1.0M 18k 54.99
Vanguard Ftse All-world Ex-us Small-cap Etf Exchange Traded Fund (VSS) 0.0 $987k 8.4k 116.84
Wisdomtree Japan Hedged Equity Fund Exchange Traded Fund (DXJ) 0.0 $985k 9.1k 108.50
Fortive Corp. Common Stock (FTV) 0.0 $984k 11k 86.02
Viatris Common Stock (VTRS) 0.0 $983k 82k 11.94
State Street Corporation Common Stock (STT) 0.0 $982k 13k 77.32
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM) 0.0 $979k 5.2k 187.36
Hess Corporation Common Stock (HES) 0.0 $978k 6.4k 152.65
Unum Group Common Stock (UNM) 0.0 $973k 18k 53.66
Schwab 1-5 Year Corporate Bond Etf Exchange Traded Fund (SCHJ) 0.0 $969k 20k 48.33
Invesco Kbw Premium Yield Equity Reit Etf Exchange Traded Fund (KBWY) 0.0 $966k 54k 18.05
Old Dominion Freight Line Common Stock (ODFL) 0.0 $960k 4.4k 219.31
Weyerhaeuser Company Common Stock (WY) 0.0 $959k 27k 35.91
Sumitomo Mitsui Financial Group Common Stock (SMFG) 0.0 $958k 81k 11.77
Brookfield Infrastructure Partners Common Stock (BIP) 0.0 $949k 30k 31.21
Vanguard International High Dividend Yield Etf Exchange Traded Fund (VYMI) 0.0 $946k 14k 68.80
Carlyle Group Common Stock (CG) 0.0 $939k 20k 46.91
Slr Investment Corp. Common Stock (SLRC) 0.0 $926k 60k 15.35
Walgreens Boots Alliance Common Stock (WBA) 0.0 $922k 43k 21.69
Vici Properties Common Stock (VICI) 0.0 $918k 31k 29.79
Wintrust Financial Corporation Common Stock (WTFC) 0.0 $905k 8.7k 104.39
Bhp Group Ltd Sponsored American Depositary Receipt Repr 2 Common Stock (BHP) 0.0 $901k 16k 57.69
Blackrock World Ex U.s. Carbon Transition Readiness Etf Exchange Traded Fund (LCTD) 0.0 $895k 20k 45.67
Canadian National Railway Company Common Stock (CNI) 0.0 $892k 6.8k 131.71
Boston Properties Common Stock (BXP) 0.0 $891k 14k 65.31
Atmus Filtration Technologies Common Stock (ATMU) 0.0 $890k 28k 32.25
Hsbc Holdings Common Stock (HSBC) 0.0 $890k 23k 39.36
Sba Communications Corp. Class A Common Stock (SBAC) 0.0 $885k 4.1k 216.72
Healthpeak Properties Common Stock (DOC) 0.0 $883k 47k 18.75
Ishares Ibonds Dec 2024 Term Treasury Etf Exchange Traded Fund 0.0 $880k 37k 23.94
Equifax Common Stock (EFX) 0.0 $879k 3.3k 267.54
Iqvia Holdings Common Stock (IQV) 0.0 $876k 3.5k 252.89
Kimco Realty Corporation Common Stock (KIM) 0.0 $876k 45k 19.61
Monolithic Power Systems Common Stock (MPWR) 0.0 $872k 1.3k 677.42
Consolidated Edison Common Stock (ED) 0.0 $871k 9.6k 90.81
Alliancebernstein Holding Limited Partnership (AB) 0.0 $869k 25k 34.74
Public Service Enterprise Group Common Stock (PEG) 0.0 $863k 13k 66.78
Advanced Drainage Systems Common Stock (WMS) 0.0 $859k 5.0k 172.22
Blackstone Secured Lending Fund Common Stock (BXSL) 0.0 $857k 28k 31.15
Ishares Core Aggressive Allocation Etf Exchange Traded Fund (AOA) 0.0 $850k 12k 73.46
Energy Transfer Common Stock (ET) 0.0 $848k 54k 15.73
Vanguard Materials Etf Exchange Traded Fund (VAW) 0.0 $844k 4.1k 204.43
Mid-america Apartment Communities Common Stock (MAA) 0.0 $842k 6.4k 131.59
Spdr Dow Jones Industrial Average Etf Trust Exchange Traded Fund (DIA) 0.0 $841k 2.1k 397.76
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG) 0.0 $841k 14k 61.53
Exelon Corporation Common Stock (EXC) 0.0 $840k 22k 37.57
Schwab Short-term Us Treasury Etf Exchange Traded Fund (SCHO) 0.0 $839k 17k 48.21
Huntington Bancshares Incorporated Common Stock (HBAN) 0.0 $837k 60k 13.95
Nutrien Common Stock (NTR) 0.0 $834k 15k 54.31
Vanguard Tax-exempt Bond Etf Exchange Traded Fund (VTEB) 0.0 $829k 16k 50.60
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE) 0.0 $828k 5.3k 155.91
Cbre Group, Inc. Class A Common Stock (CBRE) 0.0 $827k 8.5k 97.23
Ishares Expanded Tech-software Sector Etf Exchange Traded Fund (IGV) 0.0 $824k 9.7k 85.27
Veralto Corporation Common Stock (VLTO) 0.0 $822k 9.3k 88.66
Ishares Core Growth Allocation Etf Exchange Traded Fund (AOR) 0.0 $820k 15k 55.67
Insulet Corporation Common Stock (PODD) 0.0 $820k 4.8k 171.40
Spdr S&p 600 Small Cap Growth Etf Exchange Traded Fund (SLYG) 0.0 $814k 9.3k 87.23
Baxter International Common Stock (BAX) 0.0 $812k 19k 42.74
Archer-daniels-midland Company Common Stock (ADM) 0.0 $810k 13k 62.81
Nxp Semiconductors Nv Common Stock (NXPI) 0.0 $800k 3.2k 247.80
Cdw Corporation Common Stock (CDW) 0.0 $797k 3.1k 255.79
On Semiconductor Corporation Common Stock (ON) 0.0 $796k 11k 73.55
Cummins Common Stock (CMI) 0.0 $793k 2.7k 294.60
Snap-on Incorporated Common Stock (SNA) 0.0 $788k 2.7k 296.22
Mettler-toledo International Common Stock (MTD) 0.0 $782k 587.00 1331.34
Vulcan Materials Company Common Stock (VMC) 0.0 $779k 2.9k 272.91
Masco Corporation Common Stock (MAS) 0.0 $769k 9.8k 78.88
Steel Dynamics Common Stock (STLD) 0.0 $767k 5.2k 148.23
Aes Corporation Common Stock (AES) 0.0 $765k 43k 17.93
Ishares S&p Mid-cap 400 Value Etf Exchange Traded Fund (IJJ) 0.0 $764k 6.5k 118.30
Ametek Common Stock (AME) 0.0 $763k 4.2k 182.89
Ishares Msci Usa Value Factor Etf Exchange Traded Fund (VLUE) 0.0 $763k 7.0k 108.31
Block, Inc. Class A Common Stock (SQ) 0.0 $762k 9.0k 84.58
Vanguard Esg U.s. Stock Etf Exchange Traded Fund (ESGV) 0.0 $758k 8.1k 93.19
Gxo Logistics Common Stock (GXO) 0.0 $752k 14k 53.76
Spdr Ssga Us Small Cap Low Volatility Index Etf Exchange Traded Fund (SMLV) 0.0 $750k 6.7k 112.04
Sonoco Products Company Common Stock (SON) 0.0 $749k 13k 57.84
Realty Income Corporation Common Stock (O) 0.0 $747k 14k 54.10
Fortune Brands Innovations Common Stock (FBIN) 0.0 $742k 8.8k 84.67
Bellring Brands Common Stock (BRBR) 0.0 $741k 13k 59.03
Textron Common Stock (TXT) 0.0 $733k 7.6k 95.93
Ishares U.s. Home Construction Etf Exchange Traded Fund (ITB) 0.0 $733k 6.3k 115.78
Xcel Energy Common Stock (XEL) 0.0 $726k 14k 53.75
Ubs Group Common Stock (UBS) 0.0 $721k 24k 30.72
Darden Restaurants Common Stock (DRI) 0.0 $715k 4.3k 167.16
Charter Communications, Inc. Class A Common Stock (CHTR) 0.0 $709k 2.4k 290.60
Omnicom Group Common Stock (OMC) 0.0 $708k 7.3k 96.76
Ishares Gold Trust Exchange Traded Fund (IAU) 0.0 $705k 17k 42.01
Mccormick & Company, Incorporated Common Stock (MKC) 0.0 $703k 9.2k 76.81
Vanguard Consumer Staples Etf Exchange Traded Fund (VDC) 0.0 $702k 3.4k 204.16
Ishares Dow Jones U.s. Etf Exchange Traded Fund (IYY) 0.0 $702k 5.5k 128.09
Sun Communities Common Stock (SUI) 0.0 $698k 5.4k 128.58
Te Connectivity Common Stock 0.0 $690k 4.8k 145.23
Lincoln National Corp Common Stock (LNC) 0.0 $688k 22k 31.93
American Water Works Company Common Stock (AWK) 0.0 $688k 5.6k 122.20
Ishares Russell 2000 Value Etf Exchange Traded Fund (IWN) 0.0 $687k 4.3k 158.80
Entergy Corporation Common Stock (ETR) 0.0 $685k 6.5k 105.68
Avalonbay Communities Common Stock (AVB) 0.0 $684k 3.7k 185.56
Doordash, Inc. Class A Common Stock (DASH) 0.0 $681k 4.9k 137.72
Davita Common Stock (DVA) 0.0 $673k 4.9k 138.05
Vanguard Energy Etf Exchange Traded Fund (VDE) 0.0 $666k 5.1k 131.71
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM) 0.0 $660k 15k 43.04
Arch Capital Group Common Stock (ACGL) 0.0 $657k 7.1k 92.44
Principal Financial Group Common Stock (PFG) 0.0 $657k 7.6k 86.31
Costar Group Common Stock (CSGP) 0.0 $656k 6.8k 96.60
Expeditors International Of Washington Common Stock (EXPD) 0.0 $654k 5.4k 121.57
Global Partners Common Stock (GLP) 0.0 $653k 15k 44.38
Materials Select Sector Spdr Fund Exchange Traded Fund (XLB) 0.0 $652k 7.0k 92.89
Kenvue Common Stock (KVUE) 0.0 $647k 30k 21.46
Post Holdings Common Stock (POST) 0.0 $645k 6.1k 106.28
Spotify Technology Sa Common Stock (SPOT) 0.0 $638k 2.4k 263.90
Aecom Common Stock (ACM) 0.0 $637k 6.5k 98.08
Honda Motor Common Stock (HMC) 0.0 $637k 17k 37.23
Equity Residential Common Stock (EQR) 0.0 $633k 10k 63.11
Invitation Homes Common Stock (INVH) 0.0 $633k 18k 35.61
Verisk Analytics Common Stock (VRSK) 0.0 $630k 2.7k 235.69
Vanguard Financials Etf Exchange Traded Fund (VFH) 0.0 $628k 6.1k 102.38
Lyondellbasell Industries Nv Common Stock (LYB) 0.0 $627k 6.1k 102.28
New York Community Bancorp Common Stock 0.0 $626k 195k 3.22
Ally Financial Common Stock (ALLY) 0.0 $625k 15k 40.59
Targa Resources Corp. Common Stock (TRGP) 0.0 $622k 5.6k 112.00
Banco Bilbao Vizcaya Argentaria Common Stock (BBVA) 0.0 $622k 53k 11.84
Equinor Asa Common Stock (EQNR) 0.0 $621k 23k 27.03
Citizens Financial Group Common Stock (CFG) 0.0 $619k 17k 36.29
Shopify, Inc. Class A Common Stock (SHOP) 0.0 $616k 8.0k 77.17
Skyworks Solutions Common Stock (SWKS) 0.0 $615k 5.7k 108.33
Hewlett Packard Enterprise Common Stock (HPE) 0.0 $607k 34k 17.73
Icon Common Stock (ICLR) 0.0 $607k 1.8k 335.95
Vanguard Long-term Corporate Bond Etf Exchange Traded Fund (VCLT) 0.0 $607k 7.8k 78.23
Pathward Financial Common Stock (CASH) 0.0 $607k 12k 50.48
Dte Energy Company Common Stock (DTE) 0.0 $601k 5.4k 112.13
Nice Common Stock (NICE) 0.0 $599k 2.3k 260.62
Ventas Common Stock (VTR) 0.0 $598k 14k 43.54
Stmicroelectronics Nv Adr Regs Common Stock (STM) 0.0 $597k 14k 43.24
Banco Santander Common Stock (SAN) 0.0 $593k 123k 4.84
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD) 0.0 $592k 7.4k 79.91
Synchrony Financial Common Stock (SYF) 0.0 $583k 14k 43.12
Howmet Aerospace Common Stock (HWM) 0.0 $579k 8.5k 68.43
Marvell Technology Common Stock (MRVL) 0.0 $578k 8.2k 70.88
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund (IJK) 0.0 $577k 6.3k 91.25
Texas Pacific Land Corporation Common Stock (TPL) 0.0 $576k 996.00 578.51
Westrock Company Common Stock (WRK) 0.0 $575k 12k 49.45
Builders Firstsource Common Stock (BLDR) 0.0 $574k 2.8k 208.55
Global Payments Common Stock (GPN) 0.0 $574k 4.3k 133.65
Avery Dennison Corporation Common Stock (AVY) 0.0 $574k 2.6k 223.25
Dollar Tree Common Stock (DLTR) 0.0 $567k 4.3k 133.14
Anheuser-busch Inbev Sa Common Stock (BUD) 0.0 $566k 9.3k 60.78
Enbridge Common Stock (ENB) 0.0 $564k 16k 36.18
Electronic Arts Common Stock (EA) 0.0 $563k 4.2k 132.67
Ebay Common Stock (EBAY) 0.0 $562k 11k 52.78
United Airlines Holdings Common Stock (UAL) 0.0 $562k 12k 47.88
Apollo Global Management Common Stock (APO) 0.0 $559k 5.0k 112.45
Eastgroup Properties Common Stock (EGP) 0.0 $556k 3.1k 179.79
Ss&c Technologies Holdings Common Stock (SSNC) 0.0 $553k 8.6k 64.37
Seagate Technology Holdings Common Stock (STX) 0.0 $552k 5.9k 93.04
M&t Bank Corporation Common Stock (MTB) 0.0 $550k 3.8k 145.45
Microstrategy Incorporated Class A Common Stock (MSTR) 0.0 $549k 322.00 1704.56
Hershey Company Common Stock (HSY) 0.0 $548k 2.8k 194.50
Teva Pharmaceutical Industries Common Stock (TEVA) 0.0 $545k 39k 14.11
First Trust Value Line Dividend Index Fund Exchange Traded Fund (FVD) 0.0 $542k 13k 42.23
Real Estate Select Sector Spdr Fund Exchange Traded Fund (XLRE) 0.0 $541k 14k 39.53
Southern Copper Corporation Common Stock (SCCO) 0.0 $539k 5.1k 105.42
Biomarin Pharmaceutical Common Stock (BMRN) 0.0 $537k 6.2k 87.34
First Trust Dow Jones Internet Index Fund Exchange Traded Fund (FDN) 0.0 $531k 2.6k 205.07
Vanguard Russell 1000 Value Etf Exchange Traded Fund (VONV) 0.0 $527k 6.7k 78.64
Rio Tinto Common Stock (RIO) 0.0 $527k 8.3k 63.74
Wisdomtree Emerging Markets Smallcap Dividend Fund Exchange Traded Fund (DGS) 0.0 $526k 10k 50.86
Edison International Common Stock (EIX) 0.0 $525k 7.4k 70.73
Eastman Chemical Company Common Stock (EMN) 0.0 $524k 5.2k 100.22
Ishares J.p. Morgan Em High Yield Bond Etf Exchange Traded Fund (EMHY) 0.0 $521k 14k 37.46
Netapp Common Stock (NTAP) 0.0 $519k 4.9k 104.96
Ishares Ibonds Dec 2033 Term Corporate Etf Exchange Traded Fund (IBDY) 0.0 $514k 20k 25.48
Ansys Common Stock (ANSS) 0.0 $510k 1.5k 347.16
Broadridge Financial Solutions Common Stock (BR) 0.0 $508k 2.5k 204.85
Western Digital Corporation Common Stock (WDC) 0.0 $503k 7.4k 68.24
Zions Bancorporation Common Stock (ZION) 0.0 $503k 12k 43.40
First Trust Senior Loan Fund Exchange Traded Fund (FTSL) 0.0 $500k 11k 46.21
Vertiv Holdings Co. Class A Common Stock (VRT) 0.0 $494k 6.0k 81.68
Lkq Corporation Common Stock (LKQ) 0.0 $493k 9.2k 53.41
Lpl Financial Holdings Common Stock (LPLA) 0.0 $492k 1.9k 264.20
America Movil Sab De Cv Sponsored Adr Class B Common Stock (AMX) 0.0 $491k 26k 18.66
Plains All American Pipeline Common Stock (PAA) 0.0 $489k 28k 17.56
Wells Fargo & Company 7.5 Non Cum Perp Conv Pfd Registered Shs A Series L Convertible Preferred (WFC.PL) 0.0 $488k 400.00 1219.35
Ishares Ibonds Dec 2026 Term Treasury Etf Exchange Traded Fund (IBTG) 0.0 $487k 21k 22.71
Mizuho Financial Group Common Stock (MFG) 0.0 $486k 122k 3.98
Spdr S&p International Small Cap Etf Exchange Traded Fund (GWX) 0.0 $483k 15k 32.48
Ishares Global Tech Etf Exchange Traded Fund (IXN) 0.0 $482k 6.4k 74.81
Firstenergy Corp. Common Stock (FE) 0.0 $480k 12k 38.62
Baker Hughes Company Class A Common Stock (BKR) 0.0 $476k 14k 33.50
Cms Energy Corporation Common Stock (CMS) 0.0 $474k 7.9k 60.34
Clorox Company Common Stock (CLX) 0.0 $470k 3.1k 153.11
Albemarle Corporation Common Stock (ALB) 0.0 $465k 3.5k 131.74
Ares Capital Corporation Common Stock (ARCC) 0.0 $465k 22k 20.82
First Horizon Corporation Common Stock (FHN) 0.0 $465k 30k 15.40
National Grid Common Stock (NGG) 0.0 $463k 6.8k 68.22
Crh Public Limited Company Common Stock (CRH) 0.0 $458k 5.3k 86.26
Wisdomtree U.s. High Dividend Fund Exchange Traded Fund (DHS) 0.0 $458k 5.3k 86.66
Spdr Dow Jones International Real Estate Etf Exchange Traded Fund (RWX) 0.0 $455k 17k 26.09
Dell Technologies, Inc. Class C Common Stock (DELL) 0.0 $453k 4.0k 114.11
American Homes 4 Rent Class A Common Stock (AMH) 0.0 $451k 12k 36.78
Ishares Ibonds Dec 2032 Term Corporate Etf Exchange Traded Fund (IBDX) 0.0 $450k 18k 24.81
Kellanova Common Stock (K) 0.0 $450k 7.8k 57.29
Cheniere Energy Common Stock (LNG) 0.0 $449k 2.8k 161.29
Huntington Ingalls Industries Common Stock (HII) 0.0 $448k 1.5k 291.50
Icici Bank Common Stock (IBN) 0.0 $444k 17k 26.41
Pg&e Corporation Common Stock (PCG) 0.0 $443k 26k 16.76
Mgm Resorts International Common Stock (MGM) 0.0 $441k 9.3k 47.21
Ferrari Nv Common Stock (RACE) 0.0 $439k 1.0k 436.12
Ishares U.s. Basic Materials Etf Exchange Traded Fund (IYM) 0.0 $437k 3.0k 147.73
Packaging Corporation Of America Common Stock (PKG) 0.0 $437k 2.3k 189.78
Generac Holdings Common Stock (GNRC) 0.0 $437k 3.5k 126.14
Middlefield Banc Corp. Common Stock (MBCN) 0.0 $436k 18k 23.88
Vistra Corp. Common Stock (VST) 0.0 $434k 6.2k 69.65
Waste Connections Common Stock (WCN) 0.0 $431k 2.5k 172.04
Tapestry Common Stock (TPR) 0.0 $430k 9.1k 47.48
Evergy Common Stock (EVRG) 0.0 $430k 8.0k 53.38
Coterra Energy Common Stock (CTRA) 0.0 $428k 15k 27.88
Yum China Holdings Common Stock (YUMC) 0.0 $428k 11k 39.79
Warner Bros. Discovery, Inc. Series A Common Stock (WBD) 0.0 $426k 49k 8.73
Vornado Realty Trust Common Stock (VNO) 0.0 $424k 15k 28.77
Cabot Corporation Common Stock (CBT) 0.0 $422k 4.6k 92.20
Centerpoint Energy Common Stock (CNP) 0.0 $421k 15k 28.49
Palantir Technologies Inc. Class A Common Stock (PLTR) 0.0 $419k 18k 23.01
Regal Rexnord Corporation Common Stock (RRX) 0.0 $419k 2.3k 180.09
Equity Lifestyle Properties Common Stock (ELS) 0.0 $414k 6.4k 64.40
Ishares Exponential Technologies Etf Exchange Traded Fund (XT) 0.0 $413k 6.9k 59.62
Utilities Select Sector Spdr Fund Exchange Traded Fund (XLU) 0.0 $410k 6.3k 65.65
Newmont Corporation Common Stock (NEM) 0.0 $409k 11k 35.84
Barclays Common Stock (BCS) 0.0 $409k 43k 9.45
Essex Property Trust Common Stock (ESS) 0.0 $407k 1.7k 244.81
Jpmorgan Nasdaq Equity Premium Income Etf Exchange Traded Fund (JEPQ) 0.0 $406k 7.5k 54.24
Logitech International Common Stock (LOGI) 0.0 $405k 4.5k 89.37
Globe Life Common Stock (GL) 0.0 $403k 3.5k 116.37
Nuveen Select Tax-free Income Portfolio Closed End Fund (NXP) 0.0 $398k 28k 14.44
Lear Corporation Common Stock (LEA) 0.0 $398k 2.7k 144.90
Jabil Common Stock (JBL) 0.0 $398k 3.0k 133.94
British American Tobacco Common Stock (BTI) 0.0 $394k 13k 30.50
Loews Corporation Common Stock (L) 0.0 $394k 5.0k 78.29
Canadian Natural Resources Common Stock (CNQ) 0.0 $393k 5.1k 76.32
Ishares U.s. Energy Etf Exchange Traded Fund (IYE) 0.0 $391k 7.9k 49.40
W. R. Berkley Corporation Common Stock (WRB) 0.0 $385k 4.4k 88.44
Cf Industries Holdings Common Stock (CF) 0.0 $384k 4.6k 83.21
Wec Energy Group Common Stock (WEC) 0.0 $383k 4.7k 82.11
Vanguard Consumer Discretionary Etf Exchange Traded Fund (VCR) 0.0 $382k 1.2k 317.73
Brixmor Property Group Common Stock (BRX) 0.0 $381k 16k 23.45
Arrow Electronics Common Stock (ARW) 0.0 $381k 2.9k 129.46
Ishares U.s. Industrials Etf Exchange Traded Fund (IYJ) 0.0 $381k 3.0k 125.71
W. P. Carey Common Stock (WPC) 0.0 $379k 6.7k 56.44
International Paper Company Common Stock (IP) 0.0 $379k 9.7k 39.02
Valvoline Common Stock (VVV) 0.0 $377k 8.5k 44.57
Vanguard Total International Stock Etf Exchange Traded Fund (VXUS) 0.0 $377k 6.3k 60.30
Las Vegas Sands Corp. Common Stock (LVS) 0.0 $373k 7.2k 51.70
Bce Common Stock (BCE) 0.0 $372k 11k 33.98
Southwest Airlines Common Stock (LUV) 0.0 $371k 13k 29.19
Corpay Common Stock (CPAY) 0.0 $371k 1.2k 308.54
Sealed Air Corporation Common Stock (SEE) 0.0 $370k 9.9k 37.20
Quest Diagnostics Incorporated Common Stock (DGX) 0.0 $369k 2.8k 133.12
Expedia Group Common Stock (EXPE) 0.0 $368k 2.7k 137.75
Ryman Hospitality Properties Common Stock (RHP) 0.0 $367k 3.2k 115.61
Essential Utilities Common Stock (WTRG) 0.0 $367k 9.9k 37.05
Molina Healthcare Common Stock (MOH) 0.0 $367k 892.00 410.83
James Hardie Industries Common Stock (JHX) 0.0 $366k 9.1k 40.46
Vanguard Short-term Inflation-protected Securities Etf Exchange Traded Fund (VTIP) 0.0 $366k 7.6k 47.89
Alibaba Group Holding Common Stock (BABA) 0.0 $366k 5.1k 72.37
Heico Corporation Common Stock (HEI) 0.0 $361k 1.9k 190.99
Stanley Black & Decker Common Stock (SWK) 0.0 $360k 3.7k 97.93
Genmab A/s Common Stock (GMAB) 0.0 $359k 12k 29.91
Affiliated Managers Group Common Stock (AMG) 0.0 $358k 2.1k 167.44
Brookfield Asset Management Ltd. Class A Common Stock (BAM) 0.0 $358k 8.5k 42.02
Dick's Sporting Goods Common Stock (DKS) 0.0 $356k 1.6k 224.86
Spdr Portfolio High Yield Bond Etf Exchange Traded Fund (SPHY) 0.0 $352k 15k 23.46
Fair Isaac Corporation Common Stock (FICO) 0.0 $352k 282.00 1249.61
Assurant Common Stock (AIZ) 0.0 $352k 1.9k 188.20
Emcor Group Common Stock (EME) 0.0 $352k 1.0k 350.20
Conagra Brands Common Stock (CAG) 0.0 $350k 12k 29.64
Best Buy Common Stock (BBY) 0.0 $349k 4.3k 82.04
Avangrid Common Stock 0.0 $349k 9.6k 36.44
NVR Common Stock (NVR) 0.0 $348k 43.00 8099.95
News Corporation Class A Common Stock (NWSA) 0.0 $347k 13k 26.18
Reinsurance Group Of America, Incorporated Common Stock (RGA) 0.0 $347k 1.8k 192.88
Toll Brothers Common Stock (TOL) 0.0 $346k 2.7k 129.36
Intercontinental Hotels Group Common Stock (IHG) 0.0 $345k 3.3k 105.66
Cloudflare Inc Class A Common Stock (NET) 0.0 $345k 3.6k 96.83
Everest Group Common Stock (EG) 0.0 $342k 860.00 397.50
Incyte Corporation Common Stock (INCY) 0.0 $339k 6.0k 56.97
Onto Innovation Common Stock (ONTO) 0.0 $338k 1.9k 181.08
Ishares North American Natural Resources Etf Exchange Traded Fund (IGE) 0.0 $337k 7.5k 44.99
Apa Corporation Common Stock (APA) 0.0 $336k 9.8k 34.38
Hormel Foods Corporation Common Stock (HRL) 0.0 $335k 9.6k 34.89
Eqt Corporation Common Stock (EQT) 0.0 $331k 8.9k 37.07
Ishares Core Moderate Allocation Etf Exchange Traded Fund (AOM) 0.0 $330k 7.7k 42.78
Kb Financial Group Common Stock (KB) 0.0 $330k 6.3k 52.07
Ppl Corporation Common Stock (PPL) 0.0 $329k 12k 27.53
J.b. Hunt Transport Services Common Stock (JBHT) 0.0 $328k 1.6k 199.27
Lloyds Banking Group Common Stock (LYG) 0.0 $328k 127k 2.59
Cooper Companies Common Stock (COO) 0.0 $327k 3.2k 101.46
Carnival Corporation Common Stock (CCL) 0.0 $322k 20k 16.34
Wisdomtree U.s. Largecap Dividend Fund Exchange Traded Fund (DLN) 0.0 $322k 4.5k 72.19
Teradyne Common Stock (TER) 0.0 $320k 2.8k 112.82
Vanguard Russell 3000 Etf Exchange Traded Fund (VTHR) 0.0 $317k 1.4k 232.96
Canadian Pacific Kansas City Common Stock (CP) 0.0 $316k 3.6k 88.18
Takeda Pharmaceutical Common Stock (TAK) 0.0 $316k 23k 13.89
Toronto-dominion Bank Common Stock (TD) 0.0 $312k 5.2k 60.38
Avantis International Equity Etf Exchange Traded Fund (AVDE) 0.0 $312k 4.9k 63.74
Okta, Inc. Class A Common Stock (OKTA) 0.0 $312k 3.0k 104.62
Itt Common Stock (ITT) 0.0 $309k 2.3k 136.02
Bio-techne Corporation Common Stock (TECH) 0.0 $308k 4.4k 70.39
Fmc Corporation Common Stock (FMC) 0.0 $308k 4.8k 63.70
Cincinnati Financial Corporation Common Stock (CINF) 0.0 $307k 2.5k 124.17
Datadog Inc Class A Common Stock (DDOG) 0.0 $307k 2.5k 123.60
Teledyne Technologies Incorporated Common Stock (TDY) 0.0 $306k 712.00 429.32
Shinhan Financial Group Common Stock (SHG) 0.0 $304k 8.6k 35.49
Owens Corning Common Stock (OC) 0.0 $304k 1.8k 166.82
Ishares Esg Aware Msci Usa Small-cap Etf Exchange Traded Fund (ESML) 0.0 $302k 7.5k 40.27
Wyndham Hotels & Resorts Common Stock (WH) 0.0 $301k 3.9k 76.75
Ishares Expanded Tech Sector Etf Exchange Traded Fund (IGM) 0.0 $299k 3.5k 86.19
Tfi International Common Stock (TFII) 0.0 $299k 1.9k 159.43
Dropbox, Inc. Class A Common Stock (DBX) 0.0 $299k 12k 24.30
Integer Holdings Corporation Common Stock (ITGR) 0.0 $299k 2.6k 116.68
Atlassian Corp Class A Common Stock (TEAM) 0.0 $298k 1.5k 195.10
Select Medical Holdings Corporation Common Stock (SEM) 0.0 $296k 9.8k 30.15
Enphase Energy Common Stock (ENPH) 0.0 $295k 2.4k 120.98
Nomura Holdings Common Stock (NMR) 0.0 $295k 46k 6.42
Brown & Brown Common Stock (BRO) 0.0 $294k 3.4k 87.54
Saia Common Stock (SAIA) 0.0 $294k 502.00 585.00
Simmons First National Corporation Class A Common Stock (SFNC) 0.0 $294k 15k 19.46
Spdr Bloomberg 3-12 Month T-bill Etf Exchange Traded Fund (BILS) 0.0 $293k 2.9k 99.42
Akamai Technologies Common Stock (AKAM) 0.0 $293k 2.7k 108.76
Infosys Common Stock (INFY) 0.0 $292k 16k 17.93
Keurig Dr Pepper Common Stock (KDP) 0.0 $290k 9.5k 30.67
Schwab Us Tips Etf Exchange Traded Fund (SCHP) 0.0 $290k 5.6k 52.16
Consumer Staples Select Sector Spdr Fund Exchange Traded Fund (XLP) 0.0 $290k 3.8k 76.35
Reliance Common Stock (RS) 0.0 $288k 862.00 334.18
Ashland Common Stock (ASH) 0.0 $288k 3.0k 97.36
Draftkings, Inc. Class A Common Stock (DKNG) 0.0 $288k 6.3k 45.41
Pvh Corp. Common Stock (PVH) 0.0 $286k 2.0k 140.61
United Bankshares Common Stock (UBSI) 0.0 $285k 8.0k 35.79
Spdr Dow Jones Reit Etf Exchange Traded Fund (RWR) 0.0 $284k 3.0k 94.25
Invesco Variable Rate Preferred Etf Exchange Traded Fund (VRP) 0.0 $284k 12k 23.77
Interpublic Group Of Companies Common Stock (IPG) 0.0 $283k 8.7k 32.63
Willis Towers Watson Public Limited Company Common Stock (WTW) 0.0 $281k 1.0k 274.93
Cenovus Energy Common Stock (CVE) 0.0 $281k 14k 19.99
Wex Common Stock (WEX) 0.0 $280k 1.2k 237.53
Bank Of Montreal Common Stock (BMO) 0.0 $280k 2.9k 97.67
Veeva Systems Inc Class A Common Stock (VEEV) 0.0 $280k 1.2k 231.70
Affirm Holdings, Inc. Class A Common Stock (AFRM) 0.0 $280k 7.5k 37.26
Applovin Corp. Class A Common Stock (APP) 0.0 $278k 4.0k 69.22
Haleon Common Stock (HLN) 0.0 $277k 33k 8.49
Harley-davidson Common Stock (HOG) 0.0 $277k 6.3k 43.74
Hologic Common Stock (HOLX) 0.0 $275k 3.5k 77.96
Verisign Common Stock (VRSN) 0.0 $273k 1.4k 189.51
Mosaic Company Common Stock (MOS) 0.0 $273k 8.4k 32.46
Nrg Energy Common Stock (NRG) 0.0 $273k 4.0k 67.69
Spdr Msci Acwi Climate Paris Aligned Etf Exchange Traded Fund (NZAC) 0.0 $272k 8.1k 33.80
Stifel Financial Corp Common Stock (SF) 0.0 $272k 3.5k 78.17
Paycom Software Common Stock (PAYC) 0.0 $272k 1.4k 199.02
Take-two Interactive Software Common Stock (TTWO) 0.0 $272k 1.8k 148.49
Borgwarner Common Stock (BWA) 0.0 $271k 7.8k 34.74
Ishares Esg Screened S&p 500 Etf Exchange Traded Fund (XVV) 0.0 $271k 6.7k 40.29
Invesco Bulletshares 2025 Corporate Bond Etf Exchange Traded Fund (BSCP) 0.0 $270k 13k 20.43
Invesco Senior Loan Etf Exchange Traded Fund (BKLN) 0.0 $268k 13k 21.15
Garmin Common Stock (GRMN) 0.0 $268k 1.8k 148.86
Chunghwa Telecom Common Stock (CHT) 0.0 $264k 6.8k 39.14
Vanguard Esg International Stock Etf Exchange Traded Fund (VSGX) 0.0 $263k 4.6k 57.47
Ameren Corporation Common Stock (AEE) 0.0 $263k 3.6k 73.96
Home Bancshares Common Stock (HOMB) 0.0 $261k 11k 24.57
Graco Common Stock (GGG) 0.0 $259k 2.8k 93.45
First Industrial Realty Trust Common Stock (FR) 0.0 $259k 4.9k 52.54
Agco Corporation Common Stock (AGCO) 0.0 $257k 2.1k 123.02
Rollins Common Stock (ROL) 0.0 $256k 5.5k 46.27
Host Hotels & Resorts Common Stock (HST) 0.0 $254k 12k 20.68
Pure Storage, Inc. Class A Common Stock (PSTG) 0.0 $254k 4.9k 51.99
Sm Energy Company Common Stock (SM) 0.0 $253k 5.1k 49.85
Norwegian Cruise Line Holdings Common Stock (NCLH) 0.0 $253k 12k 20.93
Epam Systems Common Stock (EPAM) 0.0 $252k 912.00 276.16
A. O. Smith Corporation Common Stock (AOS) 0.0 $252k 2.8k 89.46
Axon Enterprise Common Stock (AXON) 0.0 $251k 802.00 312.88
Molson Coors Beverage Company Class B Common Stock (TAP) 0.0 $251k 3.7k 67.26
Leidos Holdings Common Stock (LDOS) 0.0 $249k 1.9k 131.07
Rexford Industrial Realty Common Stock (REXR) 0.0 $248k 4.9k 50.30
Ishares Msci Acwi Ex U.s. Etf Exchange Traded Fund (ACWX) 0.0 $248k 4.6k 53.39
Deckers Outdoor Corporation Common Stock (DECK) 0.0 $248k 263.00 941.26
Live Nation Entertainment Common Stock (LYV) 0.0 $247k 2.3k 105.77
Cboe Global Markets Common Stock (CBOE) 0.0 $246k 1.3k 183.74
WPP Common Stock (WPP) 0.0 $245k 5.2k 47.40
Franklin Resources Common Stock (BEN) 0.0 $245k 8.7k 28.11
Carlisle Companies Incorporated Common Stock (CSL) 0.0 $245k 626.00 391.85
Ishares 0-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (SLQD) 0.0 $244k 5.0k 49.22
Pimco Dynamic Income Fund Closed End Fund (PDI) 0.0 $244k 13k 19.29
Ishares Ibonds Dec 2028 Term Treasury Etf Exchange Traded Fund (IBTI) 0.0 $243k 11k 21.94
Invesco Bulletshares 2026 Corporate Bond Etf Exchange Traded Fund (BSCQ) 0.0 $243k 13k 19.21
Ishares Ibonds Dec 2027 Term Treasury Etf Exchange Traded Fund (IBTH) 0.0 $243k 11k 22.16
Manulife Financial Corporation Common Stock (MFC) 0.0 $243k 9.7k 24.99
Teleflex Incorporated Common Stock (TFX) 0.0 $242k 1.1k 226.24
Spdr Portfolio Intermediate Term Corporate Bond Etf Exchange Traded Fund (SPIB) 0.0 $242k 7.4k 32.69
Ishares Msci Acwi Low Carbon Target Etf Exchange Traded Fund (CRBN) 0.0 $241k 1.3k 179.49
Repligen Corporation Common Stock (RGEN) 0.0 $240k 1.3k 183.92
Schwab U.s. Reit Etf Exchange Traded Fund (SCHH) 0.0 $240k 12k 20.30
Liberty Media Corp. Series C Liberty Formula One Common Stock (FWONK) 0.0 $238k 3.6k 65.60
Ralph Lauren Corporation Class A Common Stock (RL) 0.0 $237k 1.3k 187.71
Oge Energy Corp. Common Stock (OGE) 0.0 $237k 6.9k 34.30
Pinterest, Inc. Class A Common Stock (PINS) 0.0 $237k 6.8k 34.67
First Trust Nasdaq-100 Technology Sector Index Fund Exchange Traded Fund (QTEC) 0.0 $235k 1.2k 190.61
Independent Bank Group Common Stock 0.0 $234k 5.1k 45.65
Wipro Common Stock (WIT) 0.0 $234k 41k 5.75
Revvity Common Stock (RVTY) 0.0 $233k 2.2k 105.00
PTC Common Stock (PTC) 0.0 $233k 1.2k 188.94
Charles River Laboratories International Common Stock (CRL) 0.0 $231k 854.00 270.95
Taylor Morrison Home Corporation Common Stock (TMHC) 0.0 $230k 3.7k 62.17
Ishares Silver Trust Exchange Traded Fund (SLV) 0.0 $230k 10k 22.75
Woodside Energy Group Common Stock (WDS) 0.0 $229k 12k 19.97
Invesco Bulletshares 2027 Corporate Bond Etf Exchange Traded Fund (BSCR) 0.0 $229k 12k 19.29
J.m. Smucker Company Common Stock (SJM) 0.0 $229k 1.8k 125.86
Spdr S&p Biotech Etf Exchange Traded Fund (XBI) 0.0 $229k 2.4k 94.91
Qorvo Common Stock (QRVO) 0.0 $229k 2.0k 114.83
Corning Common Stock (GLW) 0.0 $228k 6.9k 32.96
Fidelity Msci Information Technology Index Etf Exchange Traded Fund (FTEC) 0.0 $228k 1.5k 155.85
Kilroy Realty Corporation Common Stock (KRC) 0.0 $227k 6.2k 36.43
Spdr S&p Software & Services Etf Exchange Traded Fund (XSW) 0.0 $227k 1.5k 155.99
Organon & Co. Common Stock (OGN) 0.0 $226k 12k 18.80
Entegris Common Stock (ENTG) 0.0 $226k 1.6k 140.54
Plains Gp Holdings Lp Class A Common Stock (PAGP) 0.0 $226k 12k 18.25
Docusign Common Stock (DOCU) 0.0 $225k 3.8k 59.55
Bunge Global Sa Common Stock (BG) 0.0 $225k 2.2k 102.53
Cion Investment Corp. Common Stock (CION) 0.0 $224k 20k 11.00
Materion Corporation Common Stock (MTRN) 0.0 $223k 1.7k 131.75
Murphy Oil Corporation Common Stock (MUR) 0.0 $223k 4.9k 45.70
Azek Co., Inc. Class A Common Stock (AZEK) 0.0 $222k 4.4k 50.22
Invesco Common Stock (IVZ) 0.0 $221k 13k 16.59
Applied Industrial Technologies Common Stock (AIT) 0.0 $221k 1.1k 197.60
Orix Corporation Common Stock (IX) 0.0 $220k 2.0k 110.20
East West Bancorp Common Stock (EWBC) 0.0 $220k 2.8k 79.11
Black Hills Corporation Common Stock (BKH) 0.0 $219k 4.0k 54.60
Wahed Ftse Usa Shariah Etf Exchange Traded Fund (HLAL) 0.0 $218k 4.5k 48.36
Ishares 0-5 Year Tips Bond Etf Exchange Traded Fund (STIP) 0.0 $217k 2.2k 99.43
Regency Centers Corporation Common Stock (REG) 0.0 $217k 3.6k 60.56
Allegion Public Limited Company Common Stock (ALLE) 0.0 $215k 1.6k 134.71
Corebridge Financial Common Stock (CRBG) 0.0 $214k 7.5k 28.73
Amdocs Common Stock (DOX) 0.0 $214k 2.4k 90.39
Callon Petroleum Company Common Stock 0.0 $214k 6.0k 35.76
Prudential Common Stock (PUK) 0.0 $214k 11k 19.27
Olin Corporation Common Stock (OLN) 0.0 $214k 3.6k 58.80
Posco Holdings Common Stock (PKX) 0.0 $213k 2.7k 78.42
Trex Company Common Stock (TREX) 0.0 $213k 2.1k 99.75
Pinnacle Financial Partners Common Stock (PNFP) 0.0 $213k 2.5k 85.88
Bio-rad Laboratories, Inc. Class A Common Stock (BIO) 0.0 $212k 614.00 345.87
Millerknoll Common Stock (MLKN) 0.0 $210k 8.5k 24.76
Atmos Energy Corporation Common Stock (ATO) 0.0 $209k 1.8k 118.86
Tenaris Common Stock (TS) 0.0 $209k 5.3k 39.27
First Trust Large Cap Core Alphadex Fund Exchange Traded Fund (FEX) 0.0 $207k 2.1k 99.24
Simpson Manufacturing Common Stock (SSD) 0.0 $205k 999.00 205.18
Bruker Corporation Common Stock (BRKR) 0.0 $205k 2.2k 93.94
United Therapeutics Corporation Common Stock (UTHR) 0.0 $205k 890.00 229.72
Hanover Insurance Group Common Stock (THG) 0.0 $204k 1.5k 136.17
Westlake Corporation Common Stock (WLK) 0.0 $204k 1.3k 152.80
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG) 0.0 $203k 667.00 304.58
Aercap Holdings Nv Common Stock (AER) 0.0 $203k 2.3k 86.91
Floor & Decor Holdings, Inc. Class A Common Stock (FND) 0.0 $202k 1.6k 129.62
Vaneck High Yield Muni Etf Exchange Traded Fund (HYD) 0.0 $202k 3.9k 52.26
Cyberark Software Common Stock (CYBR) 0.0 $202k 761.00 265.63
Natera Common Stock (NTRA) 0.0 $202k 2.2k 91.46
Lattice Semiconductor Corporation Common Stock (LSCC) 0.0 $201k 2.6k 78.23
Phillips Edison & Company Common Stock (PECO) 0.0 $201k 5.6k 35.87
Celsius Holdings Common Stock (CELH) 0.0 $200k 2.4k 82.92
Cvb Financial Corp. Common Stock (CVBF) 0.0 $195k 11k 17.84
Deutsche Bank Aktiengesellschaft Common Stock (DB) 0.0 $191k 12k 15.77
Atlantica Sustainable Infrastructure Common Stock 0.0 $190k 10k 18.48
Natwest Group Common Stock (NWG) 0.0 $190k 28k 6.80
Paramount Global Class B Common Stock (PARA) 0.0 $189k 16k 11.77
Aegon Common Stock (AEG) 0.0 $184k 30k 6.05
Pearson Common Stock (PSO) 0.0 $182k 14k 13.16
Axogen Common Stock (AXGN) 0.0 $178k 22k 8.07
Amcor Common Stock (AMCR) 0.0 $172k 18k 9.51
Gladstone Commercial Corporation Common Stock (GOOD) 0.0 $171k 12k 13.84
Driven Brands Holdings Common Stock (DRVN) 0.0 $167k 11k 15.79
Diamondrock Hospitality Company Common Stock (DRH) 0.0 $165k 17k 9.61
Itau Unibanco Holding S.a. Sponsored Adr P Common Stock (ITUB) 0.0 $152k 22k 6.93
Telefonica Sa Common Stock (TEF) 0.0 $151k 34k 4.41
Vodafone Group Common Stock (VOD) 0.0 $142k 16k 8.90
Invesco Preferred Etf Exchange Traded Fund (PGX) 0.0 $140k 12k 11.88
Alight, Inc. Class A Common Stock (ALIT) 0.0 $132k 13k 9.85
Ase Technology Holding Common Stock (ASX) 0.0 $128k 12k 10.99
Sirius Xm Holdings Common Stock 0.0 $128k 33k 3.88
Cushman & Wakefield Common Stock (CWK) 0.0 $127k 12k 10.46
Kinross Gold Corporation Common Stock (KGC) 0.0 $123k 20k 6.13
Inotiv Common Stock (NOTV) 0.0 $109k 10k 10.94
Duckhorn Portfolio Common Stock 0.0 $100k 11k 9.31
Telefonaktiebolaget Lm Ericsson Sponsored Adr Class B Common Stock (ERIC) 0.0 $98k 18k 5.51
Nuveen Municipal Value Fund Closed End Fund (NUV) 0.0 $94k 11k 8.71
Newell Brands Common Stock (NWL) 0.0 $91k 11k 8.03
United Microelectronics Corp Common Stock (UMC) 0.0 $88k 11k 8.09
Southwestern Energy Company Common Stock 0.0 $87k 11k 7.58
Banco Bradesco S.a. Sponsored Adr P Common Stock (BBD) 0.0 $86k 30k 2.86
Medical Properties Trust Common Stock (MPW) 0.0 $81k 17k 4.70
Nokia Oyj Common Stock (NOK) 0.0 $80k 22k 3.54
Piedmont Office Realty Trust, Inc. Class A Common Stock (PDM) 0.0 $79k 11k 7.03
Turkcell Iletisim Hizmetleri A.s Common Stock (TKC) 0.0 $71k 14k 5.19
Marqeta, Inc. Class A Common Stock (MQ) 0.0 $70k 12k 5.96
Invesco Municipal Income Opportunities Trust Of Benef Interest Invesco Municipal Income Opportuniti .. (OIA) 0.0 $69k 11k 6.53
Cbre Global Real Estate Income Fund Closed End Fund (IGR) 0.0 $67k 12k 5.38
Ambev Sa Common Stock (ABEV) 0.0 $66k 27k 2.48
Quantumscape Corporation Class A Common Stock (QS) 0.0 $65k 10k 6.29
Putnam Managed Municipal Income Trust Closed End Fund (PMM) 0.0 $62k 10k 5.99
Arcadium Lithium Common Stock (ALTM) 0.0 $54k 13k 4.31
Lucid Group Common Stock (LCID) 0.0 $48k 17k 2.85
Chimera Investment Corporation Common Stock 0.0 $48k 10k 4.61
Big Lots Common Stock (BIGGQ) 0.0 $45k 10k 4.33
Invesco Senior Income Trust Closed End Fund (VVR) 0.0 $44k 10k 4.28
Gerdau S.a. Pfd Sponsored Adr Repr 1 Pfd Sh Common Stock (GGB) 0.0 $39k 11k 3.68
Lumen Technologies Common Stock (LUMN) 0.0 $37k 24k 1.56
Core Scientific Inc Warrant 2024-00.00.29 On Core Scientific Warrant (CORZZ) 0.0 $32k 13k 2.40
Luminar Technologies, Inc. Class A Common Stock (LAZR) 0.0 $29k 15k 1.97
Core Scientific Inc Warrant 2024-19.01.27 On Core Scientific Warrant (CORZW) 0.0 $21k 16k 1.33
Olaplex Holdings Common Stock (OLPX) 0.0 $20k 10k 1.92
Aqua Metals Common Stock 0.0 $5.4k 10k 0.54
Asensus Surgical Common Stock (ASXC) 0.0 $3.7k 16k 0.23