Wealth Alliance

Wealth Alliance as of June 30, 2026

Portfolio Holdings for Wealth Alliance

Wealth Alliance holds 573 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.0 $108M 372k 289.36
Ishares Tr Core S&p500 Etf (IVV) 5.2 $63M 84k 748.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.8 $46M 673k 68.01
Ishares Tr S&p 500 Grwt Etf (IVW) 3.7 $44M 321k 137.53
Ishares Tr Core Univrsl Usd (IUSB) 3.2 $39M 834k 46.15
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $28M 123k 227.06
Ishares Core Msci Emkt (IEMG) 1.4 $17M 208k 82.84
Microsoft Corporation (MSFT) 1.4 $17M 45k 373.02
Blackrock Etf Trust Isha I In Te Etf (BAI) 1.4 $16M 308k 52.72
NVIDIA Corporation (NVDA) 1.2 $15M 74k 200.09
Alps Etf Tr Alerian Mlp (AMLP) 1.2 $15M 282k 51.85
Ishares Tr S&p 100 Etf (OEF) 1.2 $14M 39k 365.87
Amazon (AMZN) 1.1 $14M 57k 238.34
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $13M 104k 124.42
Ishares Tr Us Treas Bd Etf (GOVT) 1.0 $12M 536k 22.78
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.0 $12M 16k 746.76
Alphabet Cap Stk Cl A (GOOGL) 1.0 $12M 32k 357.37
Capital Group Dividend Value Shs Creat Unit (CGDV) 1.0 $12M 234k 49.28
T Rowe Price Exchange-traded Intl Equity Etf (TOUS) 0.9 $11M 296k 38.37
Blackrock Etf Trust Isha Us Them Etf (THRO) 0.9 $11M 262k 43.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $11M 109k 96.43
Ishares Tr Eafe Value Etf (EFV) 0.8 $10M 133k 76.55
Blackrock Etf Trust Isha La Core Etf (BLCR) 0.8 $9.9M 197k 50.37
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.8 $9.9M 240k 41.10
Broadcom (AVGO) 0.8 $9.5M 25k 377.75
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR) 0.8 $9.2M 183k 50.32
Eli Lilly & Co. (LLY) 0.8 $9.1M 7.6k 1199.39
Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.7 $8.9M 319k 28.05
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $8.8M 19k 477.57
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $8.3M 24k 342.83
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.7 $8.3M 226k 36.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $8.2M 85k 96.49
Ishares Gold Tr Ishares New (IAU) 0.6 $7.6M 101k 75.51
Arista Networks Com Shs (ANET) 0.6 $7.2M 43k 169.88
Lam Research Corp Com New (LRCX) 0.6 $7.0M 16k 433.34
Alphabet Cap Stk Cl C (GOOG) 0.6 $6.7M 19k 353.33
Ishares Tr Mbs Etf (MBB) 0.6 $6.6M 70k 94.52
Meta Platforms Cl A (META) 0.6 $6.6M 12k 563.28
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $5.9M 59k 100.35
Ishares Tr Core 80 20 Etf (AOA) 0.5 $5.8M 59k 97.60
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $5.7M 2.9k 1989.39
Blackrock Etf Trust Ishares Defense (IDEF) 0.5 $5.7M 180k 31.78
JPMorgan Chase & Co. (JPM) 0.5 $5.7M 17k 327.32
Abbvie (ABBV) 0.4 $5.4M 21k 251.64
Ishares Tr Core Msci Eafe (IEFA) 0.4 $5.1M 53k 96.58
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.4 $5.1M 113k 44.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $4.5M 89k 50.58
Ishares Tr Trust Ishare 0-1 (SHV) 0.4 $4.3M 39k 110.35
Ishares Tr Long Term Muni (LMUB) 0.4 $4.2M 83k 51.22
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.4 $4.2M 92k 45.58
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.3 $4.2M 80k 52.34
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $4.2M 87k 47.77
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.1M 14k 303.12
Amgen (AMGN) 0.3 $4.1M 11k 362.13
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) 0.3 $4.1M 81k 50.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $4.0M 83k 48.43
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $4.0M 25k 161.54
Ishares Tr U.s. Tech Etf (IYW) 0.3 $3.9M 15k 252.23
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $3.9M 77k 50.49
Visa Com Cl A (V) 0.3 $3.8M 11k 343.09
Johnson & Johnson (JNJ) 0.3 $3.7M 15k 253.96
Global X Fds Defense Tech Etf (SHLD) 0.3 $3.6M 60k 59.71
Procter & Gamble Company (PG) 0.3 $3.5M 24k 146.64
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $3.5M 14k 246.21
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $3.5M 75k 46.41
Chevron Corporation (CVX) 0.3 $3.5M 21k 165.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.5M 6.9k 500.35
Tesla Motors (TSLA) 0.3 $3.4M 8.2k 420.62
Verizon Communications (VZ) 0.3 $3.4M 81k 42.34
Ishares Tr Us Aer Def Etf (ITA) 0.3 $3.3M 14k 242.41
Philip Morris International (PM) 0.3 $3.2M 18k 180.91
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $3.2M 104k 30.37
Prologis (PLD) 0.3 $3.1M 23k 135.47
Exxon Mobil Corporation (XOM) 0.3 $3.1M 23k 136.72
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.1M 38k 80.57
Ishares Tr National Mun Etf (MUB) 0.3 $3.0M 28k 107.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $3.0M 39k 77.11
Pepsi (PEP) 0.2 $3.0M 22k 135.40
Palo Alto Networks (PANW) 0.2 $3.0M 8.7k 341.00
Eaton Corp SHS (ETN) 0.2 $2.9M 6.8k 426.10
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $2.9M 59k 49.49
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $2.8M 28k 100.81
Merck & Co (MRK) 0.2 $2.8M 22k 128.50
PNC Financial Services (PNC) 0.2 $2.7M 11k 246.23
Nextera Energy (NEE) 0.2 $2.7M 30k 87.77
Wec Energy Group (WEC) 0.2 $2.7M 23k 116.77
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $2.6M 64k 41.30
Amphenol Corp Cl A (APH) 0.2 $2.6M 15k 176.32
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $2.6M 59k 43.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $2.5M 17k 148.31
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $2.5M 38k 66.45
Cummins (CMI) 0.2 $2.5M 3.5k 713.13
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.5M 8.0k 306.29
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $2.5M 55k 44.35
Cisco Systems (CSCO) 0.2 $2.4M 21k 117.46
Micron Technology (MU) 0.2 $2.4M 2.1k 1154.33
Duke Energy Corp Com New (DUK) 0.2 $2.3M 19k 126.58
British Amern Tob Sponsored Adr (BTI) 0.2 $2.3M 37k 61.76
Pfizer (PFE) 0.2 $2.2M 93k 24.08
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $2.2M 53k 41.82
Advanced Micro Devices (AMD) 0.2 $2.2M 3.8k 580.91
Us Bancorp Com New (USB) 0.2 $2.2M 37k 60.40
Mastercard Incorporated Cl A (MA) 0.2 $2.2M 4.2k 513.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.2M 9.9k 219.42
Wal-Mart Stores (WMT) 0.2 $2.1M 19k 113.26
Caterpillar (CAT) 0.2 $2.1M 2.0k 1064.84
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $2.1M 11k 197.60
Enbridge (ENB) 0.2 $2.1M 38k 54.21
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $2.1M 45k 45.64
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $2.0M 86k 23.18
Linde SHS (LIN) 0.2 $2.0M 3.8k 518.95
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.2 $2.0M 45k 43.06
Netflix (NFLX) 0.2 $1.9M 27k 71.40
Altria (MO) 0.2 $1.9M 26k 71.95
UnitedHealth (UNH) 0.2 $1.9M 4.5k 415.66
National Grid Sponsored Adr Ne (NGG) 0.2 $1.8M 22k 82.87
Totalenergies Se Act (TTE) 0.2 $1.8M 24k 77.76
Raytheon Technologies Corp (RTX) 0.2 $1.8M 9.6k 189.74
Mondelez Intl Cl A (MDLZ) 0.2 $1.8M 31k 57.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.8M 7.5k 242.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.8M 2.6k 686.76
FirstEnergy (FE) 0.1 $1.8M 38k 47.54
Ge Vernova (GEV) 0.1 $1.8M 1.5k 1175.14
Home Depot (HD) 0.1 $1.8M 5.0k 352.71
Dell Technologies CL C (DELL) 0.1 $1.8M 4.1k 431.42
Citigroup Com New (C) 0.1 $1.8M 13k 139.96
Paychex (PAYX) 0.1 $1.7M 18k 98.33
McDonald's Corporation (MCD) 0.1 $1.7M 6.4k 270.29
Walt Disney Company (DIS) 0.1 $1.7M 18k 96.25
Texas Instruments Incorporated (TXN) 0.1 $1.7M 5.8k 298.06
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $1.7M 37k 45.89
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $1.7M 133k 12.66
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.7M 5.6k 300.44
Goldman Sachs (GS) 0.1 $1.7M 1.7k 1011.61
Vanguard Index Fds Value Etf (VTV) 0.1 $1.7M 7.7k 217.93
Oracle Corporation (ORCL) 0.1 $1.7M 11k 146.55
American Express Company (AXP) 0.1 $1.6M 4.8k 338.28
International Business Machines (IBM) 0.1 $1.6M 5.6k 281.19
Astrazeneca Ord (AZN) 0.1 $1.6M 8.3k 189.62
Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.1 $1.6M 20k 80.16
American Tower Reit (AMT) 0.1 $1.6M 9.6k 163.56
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.6M 4.3k 365.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.6M 9.5k 164.28
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.5M 27k 56.48
Corning Incorporated (GLW) 0.1 $1.5M 6.0k 255.41
Ge Aerospace Com New (GE) 0.1 $1.5M 4.0k 373.74
Analog Devices (ADI) 0.1 $1.5M 3.8k 397.14
Automatic Data Processing (ADP) 0.1 $1.5M 6.7k 223.96
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $1.5M 28k 53.09
Ishares Tr Systematic Bd Et (SYSB) 0.1 $1.5M 17k 88.72
Ishares Tr Global Reit Etf (REET) 0.1 $1.5M 53k 27.62
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.4M 2.1k 703.34
Bank of America Corporation (BAC) 0.1 $1.4M 25k 56.98
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.1 $1.4M 37k 38.08
Lowe's Companies (LOW) 0.1 $1.4M 6.4k 220.48
Charles Schwab Corporation (SCHW) 0.1 $1.4M 15k 92.27
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.4M 58k 23.52
Medtronic SHS (MDT) 0.1 $1.4M 18k 78.23
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.4M 8.3k 163.68
Starbucks Corporation (SBUX) 0.1 $1.4M 13k 102.19
Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $1.4M 61k 22.34
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $1.3M 27k 50.65
Costco Wholesale Corporation (COST) 0.1 $1.3M 1.4k 935.47
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $1.3M 18k 76.11
Tc Energy Corp (TRP) 0.1 $1.3M 20k 66.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.3M 11k 124.17
Unilever Spon Adr New (UL) 0.1 $1.3M 22k 60.12
TJX Companies (TJX) 0.1 $1.3M 8.3k 151.49
Amcor Com New (AMCR) 0.1 $1.3M 29k 43.35
Vanguard World Financials Etf (VFH) 0.1 $1.3M 9.5k 131.60
PPL Corporation (PPL) 0.1 $1.2M 34k 36.35
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.2M 15k 79.42
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $1.2M 60k 19.89
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.1 $1.2M 26k 45.63
Marsh & McLennan Companies (MRSH) 0.1 $1.2M 7.0k 166.68
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.1 $1.2M 25k 46.05
Teledyne Technologies Incorporated (TDY) 0.1 $1.1M 1.7k 666.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 1.5k 736.16
Cme (CME) 0.1 $1.1M 4.9k 220.82
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $1.1M 22k 48.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.1M 4.5k 243.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.1M 5.1k 212.76
Bristol Myers Squibb (BMY) 0.1 $1.1M 19k 57.62
Regions Financial Corporation (RF) 0.1 $1.1M 36k 30.20
Wells Fargo & Company (WFC) 0.1 $1.1M 13k 82.64
Lockheed Martin Corporation (LMT) 0.1 $1.0M 2.1k 509.34
Belpointe Prep Unit Rp Ltd Lb A (OZ) 0.1 $1.0M 23k 45.29
Trane Technologies SHS (TT) 0.1 $1.0M 2.1k 491.18
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $1.0M 20k 51.05
Northrop Grumman Corporation (NOC) 0.1 $1.0M 2.0k 509.26
Blackrock Muniassets Fund (MUA) 0.1 $999k 91k 11.01
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $997k 24k 42.20
Union Pacific Corporation (UNP) 0.1 $996k 3.7k 271.97
W.W. Grainger (GWW) 0.1 $988k 726.00 1360.20
S&p Global (SPGI) 0.1 $983k 2.4k 407.30
Williams Companies (WMB) 0.1 $982k 13k 74.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $979k 31k 31.71
Xcel Energy (XEL) 0.1 $974k 12k 80.30
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.1 $974k 25k 39.80
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $965k 14k 69.45
Thermo Fisher Scientific (TMO) 0.1 $959k 1.9k 501.41
Darden Restaurants (DRI) 0.1 $947k 4.6k 206.01
Kimco Realty Corporation (KIM) 0.1 $944k 37k 25.35
Watsco, Incorporated (WSO) 0.1 $937k 2.2k 416.67
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF) 0.1 $930k 36k 26.08
Abbott Laboratories (ABT) 0.1 $924k 10k 90.74
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $923k 6.5k 142.38
Kimberly-Clark Corporation (KMB) 0.1 $914k 8.3k 109.77
Intel Corporation (INTC) 0.1 $909k 6.5k 139.62
Ishares Emng Mkts Eqt (EMGF) 0.1 $903k 12k 73.26
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $897k 6.1k 146.41
Intuitive Surgical Com New (ISRG) 0.1 $895k 2.2k 397.77
Blackstone Group Inc Com Cl A (BX) 0.1 $891k 7.6k 117.67
Datadog Cl A Com (DDOG) 0.1 $861k 3.3k 260.36
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $853k 15k 56.79
Ishares Tr Rus 1000 Etf (IWB) 0.1 $842k 2.1k 409.42
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $836k 36k 23.15
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $834k 16k 53.79
CSX Corporation (CSX) 0.1 $801k 17k 47.53
Nebius Group Shs Class A (NBIS) 0.1 $792k 2.9k 276.17
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $784k 15k 50.95
Motorola Solutions Com New (MSI) 0.1 $782k 1.9k 415.36
Hershey Company (HSY) 0.1 $771k 4.4k 175.44
Principal Financial (PFG) 0.1 $764k 7.1k 107.78
CVS Caremark Corporation (CVS) 0.1 $763k 7.4k 103.45
Southern Copper Corporation (SCCO) 0.1 $763k 4.4k 174.24
Uber Technologies (UBER) 0.1 $762k 11k 72.16
Apollo Global Mgmt (APO) 0.1 $755k 6.4k 118.31
Parker-Hannifin Corporation (PH) 0.1 $751k 767.00 978.60
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $749k 1.00 748850.00
Sanofi Sa Sponsored Adr (SNY) 0.1 $748k 18k 42.66
Airbnb Com Cl A (ABNB) 0.1 $744k 5.2k 143.11
Travelers Companies (TRV) 0.1 $743k 2.3k 330.07
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $740k 16k 45.12
Southern Company (SO) 0.1 $735k 7.7k 95.71
Consolidated Edison (ED) 0.1 $725k 6.5k 110.63
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $724k 22k 33.29
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) 0.1 $724k 19k 37.36
Applovin Corp Com Cl A (APP) 0.1 $722k 1.4k 515.39
Truist Financial Corp equities (TFC) 0.1 $719k 14k 49.82
Quanta Services (PWR) 0.1 $713k 990.00 719.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $711k 6.5k 109.07
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $708k 1.4k 496.73
General Dynamics Corporation (GD) 0.1 $701k 2.0k 354.18
Sony Group Corp Sponsored Adr (SONY) 0.1 $700k 35k 20.06
Cameco Corporation (CCJ) 0.1 $698k 6.8k 101.86
Te Connectivity Ord Shs (TEL) 0.1 $692k 3.4k 201.59
Steel Dynamics (STLD) 0.1 $692k 3.0k 229.47
Metropcs Communications (TMUS) 0.1 $690k 4.1k 167.72
Blackrock Ltd Duration Incom Com Shs (BLW) 0.1 $683k 55k 12.49
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $682k 7.9k 86.42
Dover Corporation (DOV) 0.1 $680k 3.0k 224.25
At&t (T) 0.1 $680k 33k 20.70
Carrier Global Corporation (CARR) 0.1 $675k 9.2k 73.35
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $672k 7.4k 91.21
Danaher Corporation (DHR) 0.1 $666k 3.5k 190.49
BRT Realty Trust (BRT) 0.1 $662k 43k 15.37
Realty Income (O) 0.1 $661k 11k 61.96
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $657k 37k 17.84
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $657k 6.4k 102.17
Stryker Corporation (SYK) 0.1 $656k 2.1k 314.80
Vanguard World Industrial Etf (VIS) 0.1 $656k 1.8k 360.41
Axon Enterprise (AXON) 0.1 $652k 1.2k 560.61
Capital One Financial (COF) 0.1 $651k 3.2k 200.59
Ishares Tr Europe Etf (IEV) 0.1 $644k 8.8k 72.85
Coca-Cola Company (KO) 0.1 $642k 7.9k 81.27
Emcor (EME) 0.1 $640k 771.00 829.88
Prudential Adr (PUK) 0.1 $634k 24k 26.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $634k 8.9k 71.25
Progressive Corporation (PGR) 0.1 $622k 2.8k 218.42
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.1 $620k 19k 33.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $614k 3.9k 158.03
Hewlett Packard Enterprise (HPE) 0.1 $614k 14k 45.11
Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.1 $614k 25k 24.25
Ul Solutions Class A Com Shs (ULS) 0.1 $614k 6.0k 101.85
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $614k 636.00 964.93
Servicenow (NOW) 0.1 $614k 6.2k 99.27
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $611k 7.0k 87.04
Vanguard World Health Car Etf (VHT) 0.1 $610k 2.0k 298.98
W.R. Berkley Corporation (WRB) 0.1 $609k 8.6k 70.53
PPG Industries (PPG) 0.1 $608k 5.0k 121.28
Monster Beverage Corp (MNST) 0.1 $608k 6.3k 96.12
Dupont De Nemours Common Stock (DD) 0.1 $606k 4.5k 135.64
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.1 $605k 37k 16.16
AvalonBay Communities (AVB) 0.0 $594k 3.1k 188.71
Sherwin-Williams Company (SHW) 0.0 $594k 1.7k 344.40
Synopsys (SNPS) 0.0 $593k 1.3k 446.07
Snowflake Com Shs (SNOW) 0.0 $589k 2.3k 254.50
Vanguard World Inf Tech Etf (VGT) 0.0 $579k 4.8k 119.52
RBC Bearings Incorporated (RBC) 0.0 $578k 898.00 644.06
Palantir Technologies Cl A (PLTR) 0.0 $578k 5.0k 116.66
Smurfit Westrock SHS (SW) 0.0 $578k 13k 46.26
Crowdstrike Hldgs Cl A (CRWD) 0.0 $576k 755.00 763.14
HSBC HLDGS Spon Adr New (HSBC) 0.0 $574k 6.0k 95.08
Anthem (ELV) 0.0 $570k 1.5k 386.83
Honeywell International (HON) 0.0 $566k 2.5k 223.90
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $561k 4.0k 141.88
Honeywell Aerospace (HONA) 0.0 $559k 2.5k 221.08
Ishares Tr Msci Usa Min Etf (USMV) 0.0 $558k 5.8k 96.47
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $556k 3.3k 170.86
Fastenal Company (FAST) 0.0 $554k 12k 48.03
Innovator Etfs Trust Intl Developed (IAUG) 0.0 $552k 18k 30.17
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.0 $546k 16k 33.97
Freeport Mcmoran CL B (FCX) 0.0 $545k 8.7k 62.89
Canadian Pacific Kansas City (CP) 0.0 $538k 6.2k 86.65
Ventas (VTR) 0.0 $532k 6.0k 88.80
Shell Spon Ads (SHEL) 0.0 $531k 6.8k 77.54
Banco Santander Sa Adr (SAN) 0.0 $526k 38k 13.80
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $524k 11k 47.41
Rio Tinto Sponsored Adr (RIO) 0.0 $521k 5.5k 94.93
Ishares Tr Msci Eafe Etf (EFA) 0.0 $518k 5.0k 103.88
Innovator Etfs Trust Intl Dev Pwr May (IMAY) 0.0 $509k 16k 31.73
Ishares Tr Core Msci Total (IXUS) 0.0 $503k 5.3k 95.43
Innovator Etfs Trust Intl De Pwr Dece (IDEC) 0.0 $502k 15k 34.32
Cdw (CDW) 0.0 $500k 3.6k 140.63
Ishares Tr Broad Usd High (USHY) 0.0 $499k 14k 37.02
Novartis Sponsored Adr (NVS) 0.0 $499k 3.2k 156.72
Nxp Semiconductors N V (NXPI) 0.0 $497k 1.8k 280.98
Tortoise Energy Infrastructure closed end funds (TYG) 0.0 $496k 12k 42.87
Booking Holdings (BKNG) 0.0 $496k 2.8k 178.24
Manulife Finl Corp (MFC) 0.0 $491k 12k 40.51
Equinix (EQIX) 0.0 $491k 471.00 1042.10
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $489k 5.8k 84.60
Intercontinental Exchange (ICE) 0.0 $488k 4.0k 123.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $485k 21k 23.13
Qnity Electronics Common Stock (Q) 0.0 $484k 3.0k 163.29
Nu Hldgs Ord Shs Cl A (NU) 0.0 $483k 36k 13.36
Zurn Water Solutions Corp Zws (ZWS) 0.0 $476k 9.4k 50.53
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $466k 4.1k 114.18
Illinois Tool Works (ITW) 0.0 $464k 1.7k 270.51
Jacobs Engineering Group (J) 0.0 $464k 3.7k 126.01
Rollins (ROL) 0.0 $461k 11k 41.74
Rb Global (RBA) 0.0 $458k 3.9k 116.45
Applied Materials (AMAT) 0.0 $458k 633.00 723.12
Howmet Aerospace (HWM) 0.0 $457k 1.7k 268.81
ConocoPhillips (COP) 0.0 $456k 4.4k 103.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $454k 5.7k 79.03
Bank of New York Mellon Corporation (BNY) 0.0 $451k 3.1k 144.62
Innovator Etfs Trust International Dv (IOCT) 0.0 $451k 12k 36.99
Medpace Hldgs (MEDP) 0.0 $447k 844.00 529.59
Hdfc Bank Sponsored Ads (HDB) 0.0 $446k 17k 25.83
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $445k 7.9k 56.16
Sandisk Corp (SNDK) 0.0 $441k 194.00 2273.73
Spdr Series Trust St Str Sp Biot (XBI) 0.0 $441k 2.8k 158.25
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) 0.0 $440k 8.8k 49.80
Ishares Tr Core High Dv Etf (HDV) 0.0 $440k 16k 27.41
Public Service Enterprise (PEG) 0.0 $439k 5.4k 81.16
Yum China Holdings (YUMC) 0.0 $438k 11k 40.87
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.0 $436k 15k 28.63
Ishares Esg Awr Msci Em (ESGE) 0.0 $433k 7.9k 54.69
Construction Partners Com Cl A (ROAD) 0.0 $431k 3.6k 118.77
Vanguard World Materials Etf (VAW) 0.0 $430k 1.9k 228.76
Nordson Corporation (NDSN) 0.0 $429k 1.4k 301.69
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $429k 4.8k 89.20
Air Products & Chemicals (APD) 0.0 $429k 1.5k 293.19
Zoetis Cl A (ZTS) 0.0 $429k 6.0k 71.87
3M Company (MMM) 0.0 $428k 2.6k 161.88
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $427k 2.3k 188.06
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.0 $426k 11k 38.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $425k 1.2k 368.46
Targa Res Corp (TRGP) 0.0 $422k 1.6k 268.10
Spdr Series Trust St Str P500val (SPYV) 0.0 $418k 6.9k 60.79
IDEXX Laboratories (IDXX) 0.0 $417k 792.00 526.44
Ross Stores (ROST) 0.0 $416k 2.0k 212.80
Spdr Series Trust St Str Nuvee Etf (TFI) 0.0 $414k 9.0k 45.80
Welltower Inc Com reit (WELL) 0.0 $410k 1.8k 226.94
Morgan Stanley Com New (MS) 0.0 $409k 2.0k 209.07
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $406k 4.3k 94.57
Lpl Financial Holdings (LPLA) 0.0 $403k 1.4k 281.74
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) 0.0 $402k 8.0k 50.38
Innovator Etfs Trust Us Sm Ca Pwr May (KMAY) 0.0 $400k 13k 30.38
Church & Dwight (CHD) 0.0 $398k 4.1k 96.88
Innovator Etfs Trust Emrgng Mkt April (EAPR) 0.0 $397k 12k 32.91
Cigna Corp (CI) 0.0 $397k 1.4k 275.72
Choice Hotels International (CHH) 0.0 $395k 3.6k 110.27
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $393k 3.6k 110.16
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $393k 7.7k 50.84
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.0 $392k 4.8k 82.39
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.0 $392k 14k 28.38
Csw Industrials (CSW) 0.0 $392k 1.4k 278.28
Sempra Energy (SRE) 0.0 $391k 4.2k 92.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $388k 1.0k 370.15
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $386k 47k 8.17
Blackrock (BLK) 0.0 $386k 401.00 962.54
Fortinet (FTNT) 0.0 $384k 2.5k 153.62
United Parcel Svcs CL B (UPS) 0.0 $384k 3.6k 107.49
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $382k 4.2k 91.63
salesforce (CRM) 0.0 $381k 2.4k 156.63
Vanguard World Consum Dis Etf (VCR) 0.0 $379k 957.00 396.44
United Rentals (URI) 0.0 $379k 334.00 1133.50
Allegion Ord Shs (ALLE) 0.0 $378k 2.7k 140.49
Cheesecake Factory Incorporated (CAKE) 0.0 $375k 4.7k 79.54
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $373k 5.5k 68.40
Blackrock Etf Trust Ishares Us Larg (BALI) 0.0 $373k 11k 33.83
Heico Corp Cl A (HEI.A) 0.0 $372k 1.4k 257.94
Cadence Design Systems (CDNS) 0.0 $372k 991.00 375.32
Orix Corp Sponsored Adr (IX) 0.0 $371k 9.8k 38.04
Garmin SHS (GRMN) 0.0 $370k 1.6k 237.57
American Electric Power Company (AEP) 0.0 $367k 2.7k 136.79
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $367k 3.7k 98.20
Cognex Corporation (CGNX) 0.0 $366k 5.1k 72.42
Ishares Tr Esg Awr Msci Usa (EVUS) 0.0 $366k 10k 35.11
Fabrinet SHS (FN) 0.0 $365k 650.00 562.08
Genmab A/s Sponsored Ads (GMAB) 0.0 $363k 13k 27.47
Vanguard World Comm Srvc Etf (VOX) 0.0 $359k 2.0k 183.93
RPM International (RPM) 0.0 $358k 3.2k 111.14
Bank of Hawaii Corporation (BOH) 0.0 $355k 4.4k 81.49
Dominion Resources (D) 0.0 $353k 5.2k 68.29
Keysight Technologies (KEYS) 0.0 $351k 1.0k 350.07
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $351k 6.3k 55.57
Oneok (OKE) 0.0 $347k 4.0k 86.95
Repligen Corporation (RGEN) 0.0 $347k 2.5k 136.44
Spdr Series Trust St Str P500etf (SPYM) 0.0 $347k 3.9k 87.87
Chubb (CB) 0.0 $346k 1.0k 340.88
O'reilly Automotive (ORLY) 0.0 $345k 3.7k 92.08
Glaukos (GKOS) 0.0 $344k 2.5k 139.76
Ast Spacemobile Com Cl A (ASTS) 0.0 $342k 3.8k 88.85
West Pharmaceutical Services (WST) 0.0 $342k 952.00 358.96
Goldman Sachs Bdc SHS (GSBD) 0.0 $342k 36k 9.48
Deere & Company (DE) 0.0 $341k 537.00 634.91
Privia Health Group (PRVA) 0.0 $341k 13k 25.73
Ishares Tr New York Mun Etf (NYF) 0.0 $339k 6.3k 53.91
John Bean Technologies Corporation (JBTM) 0.0 $339k 2.3k 144.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $339k 3.5k 95.97
Ishares Tr Morningstar Valu (ILCV) 0.0 $338k 3.3k 101.24
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.0 $338k 9.4k 36.00
MetLife (MET) 0.0 $338k 4.0k 84.61
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $337k 8.9k 37.94
Kinder Morgan (KMI) 0.0 $333k 10k 31.97
Johnson Controls Internation SHS (JCI) 0.0 $333k 2.3k 146.10
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $332k 3.5k 93.62
Saia (SAIA) 0.0 $332k 788.00 421.16
Lennox International (LII) 0.0 $330k 576.00 572.95
Houlihan Lokey Cl A (HLI) 0.0 $330k 2.5k 134.14
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.0 $329k 2.6k 127.89
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.0 $328k 7.9k 41.68
Western Digital (WDC) 0.0 $326k 510.00 639.09
Armstrong World Industries (AWI) 0.0 $325k 2.0k 160.39
Primerica (PRI) 0.0 $322k 1.1k 284.18
The Trade Desk Com Cl A (TTD) 0.0 $322k 18k 18.08
WD-40 Company (WDFC) 0.0 $320k 1.3k 243.68
Bj's Wholesale Club Holdings (BJ) 0.0 $318k 3.6k 87.22
Colgate-Palmolive Company (CL) 0.0 $318k 3.5k 91.69
Sea Sponsord Ads (SE) 0.0 $317k 3.3k 95.82
Hillman Solutions Corp (HLMN) 0.0 $314k 37k 8.44
Iron Mountain (IRM) 0.0 $305k 2.4k 126.34
Cooper Cos (COO) 0.0 $305k 4.3k 71.71
Innovator Etfs Trust Intl Dev Pwr Buf (INOV) 0.0 $304k 8.3k 36.73
Entergy Corporation (ETR) 0.0 $304k 2.6k 114.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $303k 3.6k 83.75
Kadant (KAI) 0.0 $302k 962.00 314.28
Nokia Corp Sponsored Adr (NOK) 0.0 $301k 23k 13.28
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $299k 12k 24.99
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $299k 5.6k 53.11
Grand Canyon Education (LOPE) 0.0 $297k 2.1k 143.11
Tko Group Holdings Cl A (TKO) 0.0 $296k 1.5k 201.35
Siteone Landscape Supply (SITE) 0.0 $295k 2.6k 114.41
Qualcomm (QCOM) 0.0 $294k 1.6k 184.84
Five Below (FIVE) 0.0 $294k 1.6k 179.79
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $293k 3.3k 88.53
Nucor Corporation (NUE) 0.0 $293k 1.3k 222.67
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.0 $291k 3.7k 78.08
Vici Pptys (VICI) 0.0 $291k 11k 26.55
Innovator Etfs Trust Intl De Pw June (IJUN) 0.0 $291k 9.3k 31.18
Thor Industries (THO) 0.0 $289k 3.8k 75.16
Hilton Worldwide Holdings (HLT) 0.0 $288k 871.00 330.46
Regeneron Pharmaceuticals (REGN) 0.0 $288k 461.00 624.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $285k 435.00 655.48
Chipotle Mexican Grill (CMG) 0.0 $283k 8.3k 34.00
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $282k 1.1k 263.26
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $281k 624.00 450.98
Enterprise Products Partners (EPD) 0.0 $281k 7.6k 36.76
MercadoLibre (MELI) 0.0 $280k 165.00 1697.39
Landstar System (LSTR) 0.0 $280k 1.4k 206.77
Ensign (ENSG) 0.0 $279k 1.7k 160.30
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $277k 19k 14.54
Msci (MSCI) 0.0 $276k 492.00 560.05
Spdr Series Trust Sp O&g Expl Pro (XOP) 0.0 $275k 1.8k 154.26
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $274k 2.7k 102.82
Silicon Motion Technology Sponsored Adr (SIMO) 0.0 $272k 815.00 333.16
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $271k 4.0k 67.49
Kinsale Cap Group (KNSL) 0.0 $270k 817.00 329.84
Marathon Petroleum Corp (MPC) 0.0 $269k 1.1k 255.61
Microchip Technology (MCHP) 0.0 $268k 2.9k 91.19
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $265k 1.4k 185.27
Fair Isaac Corporation (FICO) 0.0 $265k 222.00 1194.78
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $265k 912.00 290.59
Pool Corporation (POOL) 0.0 $264k 1.2k 214.89
Spotify Technology S A SHS (SPOT) 0.0 $262k 571.00 459.13
Gilead Sciences (GILD) 0.0 $260k 2.1k 126.37
Jack Henry & Associates (JKHY) 0.0 $257k 1.9k 137.74
Ubs Group SHS (UBS) 0.0 $257k 5.2k 49.56
Monolithic Power Systems (MPWR) 0.0 $257k 186.00 1380.35
Align Technology (ALGN) 0.0 $253k 1.5k 168.66
EOG Resources (EOG) 0.0 $253k 1.9k 129.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $252k 3.4k 73.40
Jabil Circuit (JBL) 0.0 $251k 652.00 385.53
Ryanair Holdings Sponsored Adr (RYAAY) 0.0 $250k 3.9k 64.75
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $247k 1.1k 221.13
H.B. Fuller Company (FUL) 0.0 $247k 4.2k 58.29
Sap Se Spon Adr (SAP) 0.0 $246k 1.6k 154.14
Casey's General Stores (CASY) 0.0 $246k 309.00 794.67
Burlington Stores (BURL) 0.0 $244k 771.00 316.80
Toyota Motor Corp Ads (TM) 0.0 $244k 1.5k 168.42
General Motors Company (GM) 0.0 $244k 3.2k 77.09
Boeing Company (BA) 0.0 $243k 1.1k 216.48
Global X Fds Global X Uranium (URA) 0.0 $243k 5.6k 43.70
Innovator Etfs Trust Innovator Intl D (IMAR) 0.0 $242k 8.0k 30.45
First Financial Bankshares (FFIN) 0.0 $240k 6.9k 34.60
Keurig Dr Pepper (KDP) 0.0 $238k 7.3k 32.73
Innovator Etfs Trust Us Sm Ca Pw June (KJUN) 0.0 $237k 7.9k 29.84
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $237k 1.8k 132.76
Becton, Dickinson and (BDX) 0.0 $235k 1.6k 151.33
Labcorp Holdings Com Shs (LH) 0.0 $235k 839.00 279.99
UniFirst Corporation (UNF) 0.0 $234k 886.00 264.49
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $233k 4.5k 51.79
New York Life Invts Active E Mackay Cali Mun (MMCA) 0.0 $232k 11k 21.79
Huntington Bancshares Incorporated (HBAN) 0.0 $232k 13k 17.73
Public Storage (PSA) 0.0 $231k 727.00 318.32
Waste Management (WM) 0.0 $231k 1.0k 222.91
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $231k 1.2k 184.89
Hubbell (HUBB) 0.0 $228k 436.00 522.74
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $227k 8.7k 25.99
Universal Display Corporation (OLED) 0.0 $227k 2.6k 86.59
Vulcan Materials Company (VMC) 0.0 $226k 765.00 295.14
Exponent (EXPO) 0.0 $226k 3.8k 58.75
Celestica (CLS) 0.0 $224k 615.00 364.80
Alliance Laundry Hldgs (ALH) 0.0 $224k 8.4k 26.52
Rbc Cad (RY) 0.0 $224k 1.1k 207.00
Agilysys (AGYS) 0.0 $222k 2.1k 104.50
Ishares Tr Core Div Grwth (DGRO) 0.0 $221k 2.9k 75.78
Us Foods Hldg Corp call (USFD) 0.0 $220k 2.2k 102.25
Ishares Tr Tips Bd Etf (TIP) 0.0 $217k 2.0k 109.46
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.0 $217k 5.2k 42.08
Getty Realty (GTY) 0.0 $217k 6.5k 33.36
McKesson Corporation (MCK) 0.0 $217k 287.00 755.14
Dutch Bros Cl A (BROS) 0.0 $217k 3.0k 71.81
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $216k 911.00 236.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $215k 3.6k 59.69
Spdr Series Trust St Str Sp Aero (XAR) 0.0 $213k 750.00 283.82
Wedbush Ser Tr Dan Ive Revo Etf (IVES) 0.0 $213k 5.6k 38.10
Bio-techne Corporation (TECH) 0.0 $213k 3.0k 70.64
Lincoln National Corporation (LNC) 0.0 $212k 6.0k 35.35
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $210k 958.00 219.20
Nike CL B (NKE) 0.0 $208k 5.1k 41.05
Phillips 66 (PSX) 0.0 $207k 1.2k 169.06
Aaon Com Par $0.004 (AAON) 0.0 $206k 1.6k 126.86
Ecolab (ECL) 0.0 $206k 738.00 278.68
Cintas Corporation (CTAS) 0.0 $206k 1.2k 170.15
Servicetitan Shs Cl A (TTAN) 0.0 $205k 2.9k 70.71
Kb Finl Group Sponsored Adr (KB) 0.0 $205k 2.0k 104.98
Icici Bank Adr (IBN) 0.0 $205k 7.1k 29.03
TransDigm Group Incorporated (TDG) 0.0 $203k 152.00 1335.71
Synchrony Financial (SYF) 0.0 $202k 2.7k 76.06
T Rowe Price Exchange-traded Small Mid Cap (TMSL) 0.0 $202k 4.6k 43.85
Innovator Etfs Trust Us Small Cap Pwr (KNOV) 0.0 $201k 6.3k 31.71
Natera (NTRA) 0.0 $201k 740.00 271.45
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $201k 2.8k 72.51
Entegris (ENTG) 0.0 $200k 1.1k 179.81
Digital Realty Trust (DLR) 0.0 $200k 1.1k 179.53
Infosys Sponsored Adr (INFY) 0.0 $181k 17k 10.49
First Watch Restaurant Groupco (FWRG) 0.0 $171k 13k 12.89
Wise Group Ord Shs Class A 0.0 $147k 12k 11.91
Blackrock Muniyield Quality Fund (MQY) 0.0 $116k 10k 11.60
Patterson-UTI Energy (PTEN) 0.0 $115k 13k 9.18
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $114k 20k 5.83
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $109k 11k 9.81
Acv Auctions Com Cl A (ACVA) 0.0 $105k 15k 7.19
Transocean Registered Shs (RIG) 0.0 $62k 13k 4.89
Ambev Sa Sponsored Adr (ABEV) 0.0 $60k 19k 3.14
Hertz Global Hldgs Com New (HTZ) 0.0 $45k 20k 2.27
Biorestorative Therapies Com New (BRTX) 0.0 $15k 40k 0.38
Tiziana Life Sciences Common Shares (TLSA) 0.0 $13k 10k 1.28