Sontag Advisory

Wealthspire Advisors as of March 31, 2026

Portfolio Holdings for Wealthspire Advisors

Wealthspire Advisors holds 932 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.7 $1.7B 2.7M 653.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $933M 15M 64.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.3 $675M 1.1M 597.55
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $521M 7.7M 67.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.8 $489M 6.3M 77.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $408M 13M 30.68
Aon Shs Cl A (AON) 2.5 $318M 984k 322.78
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $309M 963k 320.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $302M 12M 24.75
Vanguard Index Fds Growth Etf (VUG) 2.3 $296M 677k 436.79
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.3 $292M 7.5M 38.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $287M 441k 650.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $265M 4.9M 54.05
Vanguard Index Fds Large Cap Etf (VV) 1.9 $241M 808k 298.85
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $241M 1.9M 124.31
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $223M 4.5M 49.95
Ishares Tr Core Univrsl Usd (IUSB) 1.7 $218M 4.7M 46.19
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $178M 619k 287.18
Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $170M 824k 205.80
Apple (AAPL) 1.0 $130M 513k 253.79
Ishares Core Msci Emkt (IEMG) 0.9 $118M 1.7M 69.75
Vanguard Index Fds Small Cp Etf (VB) 0.8 $105M 402k 261.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $95M 1.3M 75.10
Cme (CME) 0.7 $93M 316k 295.35
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $91M 1.8M 50.63
First Tr Exchange-traded No Amer Energy (EMLP) 0.7 $89M 2.0M 43.66
Microsoft Corporation (MSFT) 0.7 $88M 238k 370.17
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $83M 2.4M 33.86
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $78M 2.0M 38.96
Alphabet Cap Stk Cl C (GOOG) 0.6 $76M 265k 286.86
Dimensional Etf Trust Global Real Est (DFGR) 0.6 $73M 2.8M 26.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $73M 126k 577.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $72M 2.8M 25.64
Ishares Tr Core Msci Total (IXUS) 0.6 $72M 835k 86.64
Ishares Tr Core Msci Eafe (IEFA) 0.6 $71M 789k 90.53
Ishares Tr High Yld Systm B (HYDB) 0.6 $70M 1.5M 46.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $62M 204k 302.25
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.5 $62M 769k 80.06
Spdr Series Trust State Street Spd (SPYM) 0.5 $58M 752k 76.54
Vanguard Index Fds Value Etf (VTV) 0.5 $58M 293k 196.20
NVIDIA Corporation (NVDA) 0.4 $55M 317k 174.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $55M 750k 73.64
Ishares Tr National Mun Etf (MUB) 0.4 $54M 513k 106.15
Ishares Tr Msci Eafe Etf (EFA) 0.4 $54M 555k 97.13
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $49M 465k 106.01
Amazon (AMZN) 0.4 $46M 219k 208.27
Putnam Etf Trust Focused Lar Cap (PVAL) 0.4 $45M 975k 46.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $45M 205k 217.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $41M 1.3M 32.95
Ishares Tr Rusel 2500 Etf (SMMD) 0.3 $41M 540k 76.35
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $41M 810k 50.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $40M 94k 426.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $39M 135k 287.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $38M 477k 79.27
Accenture Plc Ireland Shs Class A (ACN) 0.3 $38M 191k 198.29
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $37M 814k 45.12
Tesla Motors (TSLA) 0.3 $35M 93k 371.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $34M 676k 49.89
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.3 $33M 451k 72.69
Cava Group Ord (CAVA) 0.3 $33M 404k 80.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $32M 67k 479.20
Fundvantage Tr Polen Focus Grow (PCLG) 0.2 $31M 1.5M 20.46
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $31M 658k 47.55
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $30M 452k 67.00
Ishares Tr Rus 1000 Etf (IWB) 0.2 $30M 83k 356.56
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $28M 1.2M 22.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $27M 143k 191.92
Ishares Tr Russell 2000 Etf (IWM) 0.2 $24M 96k 248.00
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $24M 1.0M 22.91
Exxon Mobil Corporation (XOM) 0.2 $23M 135k 169.66
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $22M 160k 138.32
Beazer Homes Usa Com New (BZH) 0.2 $22M 1.1M 19.24
Johnson & Johnson (JNJ) 0.2 $21M 86k 244.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $20M 137k 148.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $20M 228k 88.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $20M 201k 97.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $19M 105k 184.28
JPMorgan Chase & Co. (JPM) 0.1 $19M 64k 294.16
Spdr Gold Tr Gold Shs (GLD) 0.1 $19M 43k 430.29
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $18M 139k 132.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $18M 138k 128.12
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.1 $17M 775k 22.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $17M 78k 213.67
Meta Platforms Cl A (META) 0.1 $17M 29k 572.14
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $16M 83k 191.81
Ishares Tr Russell 3000 Etf (IWV) 0.1 $15M 41k 370.68
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $15M 49k 313.81
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $15M 150k 99.27
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $14M 76k 189.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $14M 56k 257.35
Eli Lilly & Co. (LLY) 0.1 $14M 16k 919.78
Costco Wholesale Corporation (COST) 0.1 $14M 14k 996.42
Broadcom (AVGO) 0.1 $14M 45k 309.51
Ishares Tr Core High Dv Etf (HDV) 0.1 $14M 101k 135.72
Coca-Cola Company (KO) 0.1 $14M 177k 76.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $13M 94k 142.43
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $13M 60k 215.06
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $13M 479k 26.61
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $12M 175k 70.91
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $12M 493k 25.07
Chevron Corporation (CVX) 0.1 $12M 59k 206.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $12M 107k 113.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $12M 480k 25.10
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $12M 148k 79.09
Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $12M 367k 31.67
Wal-Mart Stores (WMT) 0.1 $12M 94k 124.28
Abbvie (ABBV) 0.1 $11M 53k 217.49
Rocket Cos Com Cl A (RKT) 0.1 $11M 792k 14.25
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $11M 123k 87.84
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $11M 221k 47.53
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.1 $10M 541k 19.00
Procter & Gamble Company (PG) 0.1 $10M 70k 144.44
Philip Morris International (PM) 0.1 $10M 61k 165.34
Spdr Series Trust State Street Spd (SPYG) 0.1 $10M 103k 97.91
International Business Machines (IBM) 0.1 $9.8M 40k 242.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $9.7M 102k 95.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $9.7M 14.00 692492.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $9.6M 331k 29.08
Verizon Communications (VZ) 0.1 $9.5M 189k 50.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $9.2M 117k 78.41
Spdr Series Trust State Street Spd (SPMD) 0.1 $8.9M 151k 59.22
Home Depot (HD) 0.1 $8.9M 27k 328.89
Vanguard World Consum Stp Etf (VDC) 0.1 $8.8M 39k 224.59
Capital Bancorp (CBNK) 0.1 $8.8M 295k 29.74
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $8.7M 61k 141.42
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $8.6M 178k 48.46
Spdr Series Trust State Street Spd (HYMB) 0.1 $8.6M 346k 24.80
Progressive Corporation (PGR) 0.1 $8.4M 43k 198.24
Visa Com Cl A (V) 0.1 $8.3M 27k 302.24
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $8.1M 99k 82.43
Spdr Series Trust State Street Spd (SDY) 0.1 $8.0M 55k 145.94
Mastercard Incorporated Cl A (MA) 0.1 $7.8M 16k 499.66
Hilton Worldwide Holdings (HLT) 0.1 $7.6M 25k 304.08
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $7.3M 12k 616.77
Byrna Technologies Com New (BYRN) 0.1 $7.2M 783k 9.18
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $7.1M 208k 33.97
Mccormick & Co Com Vtg (MKC.V) 0.1 $7.1M 140k 50.38
Lowe's Companies (LOW) 0.1 $6.9M 29k 236.28
Palantir Technologies Cl A (PLTR) 0.1 $6.9M 47k 146.28
Cisco Systems (CSCO) 0.1 $6.7M 87k 77.59
Regeneron Pharmaceuticals (REGN) 0.1 $6.7M 8.7k 772.65
salesforce (CRM) 0.1 $6.7M 36k 186.67
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $6.6M 31k 211.15
Merck & Co (MRK) 0.1 $6.4M 54k 120.29
Pepsi (PEP) 0.0 $6.3M 41k 155.29
McDonald's Corporation (MCD) 0.0 $6.2M 20k 310.80
Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $6.2M 114k 54.09
Ishares Tr Global Reit Etf (REET) 0.0 $6.1M 241k 25.15
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $6.0M 48k 125.13
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $6.0M 124k 48.46
Reaves Util Income Com Sh Ben Int (UTG) 0.0 $6.0M 152k 39.28
Netflix (NFLX) 0.0 $5.9M 62k 96.15
Ge Aerospace Com New (GE) 0.0 $5.8M 21k 283.77
Starbucks Corporation (SBUX) 0.0 $5.7M 64k 89.59
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $5.6M 61k 92.69
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS) 0.0 $5.6M 208k 26.74
Eaton Vance Municipal Bond Fund (EIM) 0.0 $5.5M 568k 9.77
Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $5.5M 172k 32.22
Spdr Series Trust State Street Spd (TFI) 0.0 $5.5M 121k 45.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $5.5M 142k 38.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.3M 173k 30.96
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $5.2M 98k 52.64
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $5.1M 48k 106.50
Ishares Esg Awr Msci Em (ESGE) 0.0 $5.0M 111k 45.47
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $4.9M 181k 26.96
Chipotle Mexican Grill (CMG) 0.0 $4.9M 152k 32.01
Vanguard World Mega Cap Val Etf (MGV) 0.0 $4.9M 34k 144.95
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $4.8M 66k 72.08
Altria (MO) 0.0 $4.8M 72k 65.99
Marriott Intl Cl A (MAR) 0.0 $4.8M 15k 327.08
Golub Capital BDC (GBDC) 0.0 $4.7M 375k 12.66
Caterpillar (CAT) 0.0 $4.7M 6.6k 708.47
Raytheon Technologies Corp (RTX) 0.0 $4.7M 24k 192.90
Lockheed Martin Corporation (LMT) 0.0 $4.6M 7.6k 604.38
Vanguard World Inf Tech Etf (VGT) 0.0 $4.4M 6.3k 697.74
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.0 $4.4M 95k 45.87
American Express Company (AXP) 0.0 $4.4M 14k 302.48
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $4.3M 82k 52.78
United Bankshares (UBSI) 0.0 $4.3M 104k 41.42
Boeing Company (BA) 0.0 $4.3M 22k 199.03
Ge Vernova (GEV) 0.0 $4.2M 4.9k 872.96
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $4.1M 37k 110.39
At&t (T) 0.0 $4.1M 141k 28.99
Abbott Laboratories (ABT) 0.0 $4.0M 39k 102.67
Charles Schwab Corporation (SCHW) 0.0 $4.0M 42k 93.98
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $3.9M 30k 132.90
Micron Technology (MU) 0.0 $3.9M 12k 337.83
Bank of America Corporation (BAC) 0.0 $3.9M 80k 48.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $3.8M 68k 56.68
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $3.7M 66k 56.79
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $3.7M 8.1k 463.19
Morgan Stanley Com New (MS) 0.0 $3.7M 23k 164.57
Chesapeake Utilities Corporation (CPK) 0.0 $3.7M 29k 126.37
Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $3.7M 74k 50.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $3.7M 127k 29.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $3.7M 41k 89.33
Eaton Corp SHS (ETN) 0.0 $3.7M 10k 357.65
Goldman Sachs (GS) 0.0 $3.7M 4.3k 846.04
Constellation Energy (CEG) 0.0 $3.6M 13k 279.24
Applied Materials (AMAT) 0.0 $3.6M 11k 341.80
Pfizer (PFE) 0.0 $3.5M 126k 28.08
Walt Disney Company (DIS) 0.0 $3.5M 37k 96.38
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $3.5M 84k 42.22
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $3.5M 11k 328.67
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $3.5M 75k 46.47
Oracle Corporation (ORCL) 0.0 $3.5M 24k 147.11
UnitedHealth (UNH) 0.0 $3.4M 13k 270.60
Honeywell International (HON) 0.0 $3.4M 15k 226.03
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $3.3M 8.1k 407.68
Vanguard World Utilities Etf (VPU) 0.0 $3.3M 17k 198.14
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $3.2M 27k 121.19
Amgen (AMGN) 0.0 $3.2M 9.2k 351.85
Blackstone Group Inc Com Cl A (BX) 0.0 $3.2M 28k 114.99
Spdr Series Trust State Street Spd (BIL) 0.0 $3.2M 35k 91.64
Vanguard World Mega Grwth Ind (MGK) 0.0 $3.2M 8.6k 367.44
Healthequity (HQY) 0.0 $3.2M 38k 83.57
Wells Fargo & Company (WFC) 0.0 $3.1M 39k 79.61
Advanced Micro Devices (AMD) 0.0 $3.1M 15k 203.44
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $3.1M 137k 22.68
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $3.1M 51k 61.26
Ishares Tr U S Equity Factr (LRGF) 0.0 $3.1M 47k 66.00
Union Pacific Corporation (UNP) 0.0 $3.1M 13k 242.63
Ishares Tr Select Divid Etf (DVY) 0.0 $3.0M 20k 151.41
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $3.0M 62k 49.37
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $3.0M 43k 71.13
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $3.0M 57k 52.85
Lam Research Corp Com New (LRCX) 0.0 $3.0M 14k 213.66
Arthur J. Gallagher & Co. (AJG) 0.0 $3.0M 14k 216.57
Northrop Grumman Corporation (NOC) 0.0 $3.0M 4.4k 682.24
Spdr Series Trust State Street Spd (JNK) 0.0 $3.0M 31k 95.72
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $2.9M 26k 111.37
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $2.9M 169k 17.32
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $2.9M 130k 22.43
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.0 $2.8M 65k 43.74
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $2.8M 76k 36.76
Stryker Corporation (SYK) 0.0 $2.8M 8.5k 328.60
CSX Corporation (CSX) 0.0 $2.8M 67k 41.05
Spdr Index Shs Fds State Street Spd (WDIV) 0.0 $2.7M 36k 77.15
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $2.7M 54k 50.61
Palo Alto Networks (PANW) 0.0 $2.7M 17k 160.32
Ishares Gold Tr Ishares New (IAU) 0.0 $2.7M 31k 88.16
Maplebear (CART) 0.0 $2.7M 72k 37.46
Ishares Tr 3yrtb Etf (ISHG) 0.0 $2.7M 37k 74.18
Spdr Series Trust State Street Spd (SPYD) 0.0 $2.7M 58k 45.52
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $2.6M 95k 27.85
Ishares Tr Core Div Grwth (DGRO) 0.0 $2.6M 37k 70.18
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $2.6M 18k 145.74
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $2.6M 18k 146.61
Mayville Engineering (MEC) 0.0 $2.5M 142k 17.95
Ishares Tr Expanded Tech (IGV) 0.0 $2.5M 31k 80.05
Duke Energy Corp Com New (DUK) 0.0 $2.5M 19k 130.94
Dimensional Etf Trust International (DFSI) 0.0 $2.5M 58k 42.40
Ishares Tr U.s. Tech Etf (IYW) 0.0 $2.5M 14k 181.42
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.0 $2.4M 52k 47.30
Fastenal Company (FAST) 0.0 $2.4M 53k 46.40
Nextera Energy (NEE) 0.0 $2.4M 26k 92.88
Intel Corporation (INTC) 0.0 $2.4M 54k 44.13
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $2.4M 8.1k 295.11
Apollo Global Mgmt (APO) 0.0 $2.4M 22k 111.42
Ishares Tr S&p 100 Etf (OEF) 0.0 $2.4M 7.5k 318.06
Oneok (OKE) 0.0 $2.4M 26k 90.39
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $2.4M 45k 52.76
Capital One Financial (COF) 0.0 $2.4M 13k 182.43
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $2.3M 38k 61.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $2.3M 6.1k 383.42
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $2.3M 34k 69.90
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $2.3M 6.9k 337.95
Ishares Tr Eafe Value Etf (EFV) 0.0 $2.3M 31k 74.35
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $2.3M 23k 100.62
Blackrock (BLK) 0.0 $2.3M 2.4k 961.51
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $2.3M 21k 109.69
L.B. Foster Company (FSTR) 0.0 $2.3M 81k 27.90
Bristol Myers Squibb (BMY) 0.0 $2.3M 37k 60.65
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $2.3M 19k 116.29
Hormel Foods Corporation (HRL) 0.0 $2.2M 98k 22.65
Rockwell Automation (ROK) 0.0 $2.2M 6.1k 358.89
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $2.2M 41k 52.54
Atlantic Union B (AUB) 0.0 $2.2M 61k 35.74
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $2.2M 39k 55.66
Schwab Strategic Tr Fundamental Us B (FNDB) 0.0 $2.2M 79k 27.20
Qualcomm (QCOM) 0.0 $2.1M 16k 128.78
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $2.1M 45k 46.23
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $2.1M 18k 118.62
Linde SHS (LIN) 0.0 $2.1M 4.2k 495.79
Piper Sandler Companies Com New (PIPR) 0.0 $2.1M 27k 76.55
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $2.0M 20k 100.19
Galectin Therapeutics Com New (GALT) 0.0 $2.0M 722k 2.79
TJX Companies (TJX) 0.0 $2.0M 13k 159.70
Shell Spon Ads (SHEL) 0.0 $2.0M 21k 93.00
Astronics Corporation (ATRO) 0.0 $2.0M 29k 66.73
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.0 $2.0M 25k 79.35
American Electric Power Company (AEP) 0.0 $2.0M 15k 131.08
Thermo Fisher Scientific (TMO) 0.0 $1.9M 3.9k 491.48
Bank of New York Mellon Corporation (BK) 0.0 $1.9M 16k 118.63
PNC Financial Services (PNC) 0.0 $1.9M 9.2k 208.08
IDEXX Laboratories (IDXX) 0.0 $1.9M 3.4k 561.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $1.9M 16k 118.45
Maximus (MMS) 0.0 $1.9M 29k 64.10
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.9M 20k 93.74
3M Company (MMM) 0.0 $1.9M 13k 145.23
Atmos Energy Corporation (ATO) 0.0 $1.8M 9.9k 184.72
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $1.8M 38k 47.88
Ishares Em Mkts Div Etf (DVYE) 0.0 $1.8M 52k 34.38
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $1.8M 52k 33.79
Ishares Tr Us Aer Def Etf (ITA) 0.0 $1.8M 8.0k 218.75
Spdr Series Trust State Street Spd (MDYV) 0.0 $1.7M 21k 85.15
Ishares Silver Tr Ishares (SLV) 0.0 $1.7M 25k 68.14
Enterprise Products Partners (EPD) 0.0 $1.7M 46k 37.84
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.7M 19k 91.77
Vanguard World Industrial Etf (VIS) 0.0 $1.7M 5.5k 312.22
Comcast Corp Cl A (CMCSA) 0.0 $1.7M 59k 28.71
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.7M 15k 110.36
Waste Management (WM) 0.0 $1.7M 7.3k 229.80
VSE Corporation (VSEC) 0.0 $1.6M 8.9k 184.40
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $1.6M 73k 22.66
Spdr Series Trust State Street Spd (SPYV) 0.0 $1.6M 29k 56.58
Norfolk Southern (NSC) 0.0 $1.6M 5.6k 286.99
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $1.6M 6.6k 241.38
Ishares Tr New York Mun Etf (NYF) 0.0 $1.6M 30k 53.12
Choice Hotels International (CHH) 0.0 $1.6M 15k 103.50
Williams Companies (WMB) 0.0 $1.6M 22k 72.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.5M 19k 82.57
Metropcs Communications (TMUS) 0.0 $1.5M 7.3k 210.03
Automatic Data Processing (ADP) 0.0 $1.5M 7.6k 203.19
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.5M 11k 144.71
Ecolab (ECL) 0.0 $1.5M 5.8k 266.02
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $1.5M 203k 7.54
Sherwin-Williams Company (SHW) 0.0 $1.5M 4.8k 320.56
Marathon Petroleum Corp (MPC) 0.0 $1.5M 6.2k 244.19
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $1.5M 3.9k 391.76
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $1.5M 15k 100.66
Corning Incorporated (GLW) 0.0 $1.5M 11k 135.97
Citigroup Com New (C) 0.0 $1.5M 13k 113.41
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $1.5M 61k 24.27
O'reilly Automotive (ORLY) 0.0 $1.5M 16k 92.31
FedEx Corporation (FDX) 0.0 $1.5M 4.1k 356.15
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.5M 48k 30.50
Dover Corporation (DOV) 0.0 $1.5M 7.0k 208.45
Quanta Services (PWR) 0.0 $1.4M 2.6k 549.02
Global Business Travel Group Com Cl A (GBTG) 0.0 $1.4M 259k 5.58
Chubb (CB) 0.0 $1.4M 4.3k 325.96
Valero Energy Corporation (VLO) 0.0 $1.4M 5.7k 247.06
Arista Networks Com Shs (ANET) 0.0 $1.4M 11k 122.78
Mondelez Intl Cl A (MDLZ) 0.0 $1.4M 24k 57.64
Select Sector Spdr Tr State Street Con (XLY) 0.0 $1.4M 13k 108.98
Travelers Companies (TRV) 0.0 $1.4M 4.7k 291.70
Realty Income (O) 0.0 $1.4M 23k 61.18
Us Bancorp Com New (USB) 0.0 $1.4M 27k 52.01
Phillips 66 (PSX) 0.0 $1.4M 7.5k 182.18
Analog Devices (ADI) 0.0 $1.4M 4.3k 318.16
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $1.4M 6.7k 203.80
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 0.0 $1.3M 27k 49.60
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $1.3M 41k 33.22
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $1.3M 23k 56.86
Ishares Tr Europe Etf (IEV) 0.0 $1.3M 19k 67.94
Consolidated Edison (ED) 0.0 $1.3M 12k 113.18
SIFCO Industries (SIF) 0.0 $1.3M 98k 13.31
John Marshall Ban (JMSB) 0.0 $1.3M 64k 20.28
Paychex (PAYX) 0.0 $1.3M 14k 92.12
Exelon Corporation (EXC) 0.0 $1.3M 26k 49.02
Illinois Tool Works (ITW) 0.0 $1.3M 4.9k 260.29
Wec Energy Group (WEC) 0.0 $1.3M 11k 115.77
Snowflake Com Shs (SNOW) 0.0 $1.3M 8.4k 150.82
Southern Company (SO) 0.0 $1.3M 13k 96.52
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.3M 3.2k 390.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $1.3M 15k 82.75
Annaly Capital Management In Com New (NLY) 0.0 $1.3M 59k 21.15
Mettler-Toledo International (MTD) 0.0 $1.2M 990.00 1261.20
General Dynamics Corporation (GD) 0.0 $1.2M 3.5k 343.22
Emerson Electric (EMR) 0.0 $1.2M 9.2k 131.02
Texas Instruments Incorporated (TXN) 0.0 $1.2M 6.2k 194.14
Ralph Lauren Corp Cl A (RL) 0.0 $1.2M 3.5k 343.99
CVS Caremark Corporation (CVS) 0.0 $1.2M 17k 71.82
Trane Technologies SHS (TT) 0.0 $1.2M 2.9k 416.72
Parker-Hannifin Corporation (PH) 0.0 $1.2M 1.3k 895.15
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $1.2M 24k 48.05
Allstate Corporation (ALL) 0.0 $1.2M 5.6k 207.34
Spdr Series Trust State Street Spd (SPSB) 0.0 $1.2M 39k 30.07
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.0 $1.2M 37k 31.19
Vanguard World Health Car Etf (VHT) 0.0 $1.2M 4.2k 272.34
Listed Fds Tr Horizon Kinetics (INFL) 0.0 $1.2M 22k 52.06
Danaher Corporation (DHR) 0.0 $1.1M 6.0k 189.60
Colgate-Palmolive Company (CL) 0.0 $1.1M 13k 85.23
AFLAC Incorporated (AFL) 0.0 $1.1M 10k 109.71
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $1.1M 853.00 1321.16
Adams Express Company (ADX) 0.0 $1.1M 51k 21.89
Uber Technologies (UBER) 0.0 $1.1M 16k 71.93
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $1.1M 6.9k 161.72
Agnc Invt Corp Com reit (AGNC) 0.0 $1.1M 111k 10.03
Adobe Systems Incorporated (ADBE) 0.0 $1.1M 4.5k 243.08
National Fuel Gas (NFG) 0.0 $1.1M 12k 93.96
Ishares Tr Ishares Biotech (IBB) 0.0 $1.1M 6.5k 168.86
Henry Schein (HSIC) 0.0 $1.1M 15k 73.70
Bloom Energy Corp Com Cl A (BE) 0.0 $1.1M 8.0k 135.49
Dominion Resources (D) 0.0 $1.1M 18k 61.82
Deere & Company (DE) 0.0 $1.1M 1.9k 563.30
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.0 $1.1M 8.6k 124.81
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $1.1M 23k 45.89
Spdr Series Trust State Street Spd (MDYG) 0.0 $1.1M 11k 95.96
Ishares Tr Esg Optimized (SUSA) 0.0 $1.1M 8.1k 132.10
Global X Fds Artificial Etf (AIQ) 0.0 $1.1M 23k 46.67
Truist Financial Corp equities (TFC) 0.0 $1.1M 23k 45.97
Vanguard World Energy Etf (VDE) 0.0 $1.0M 6.0k 173.03
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.0M 9.3k 112.28
Cummins (CMI) 0.0 $1.0M 1.9k 537.91
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $1.0M 21k 48.93
M&T Bank Corporation (MTB) 0.0 $1.0M 5.0k 206.72
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $1.0M 44k 23.22
Hershey Company (HSY) 0.0 $1.0M 4.9k 207.88
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.0 $1.0M 41k 24.29
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $983k 3.4k 287.61
Nike CL B (NKE) 0.0 $973k 18k 52.83
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $958k 41k 23.65
J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $956k 11k 84.52
Dell Technologies CL C (DELL) 0.0 $951k 5.8k 164.12
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $950k 19k 50.81
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $936k 20k 46.43
Dow (DOW) 0.0 $925k 22k 41.65
PIMCO Corporate Opportunity Fund (PTY) 0.0 $924k 77k 12.06
Novartis Sponsored Adr (NVS) 0.0 $922k 6.0k 152.74
Public Storage (PSA) 0.0 $919k 3.4k 270.87
United Rentals (URI) 0.0 $919k 1.3k 728.60
Becton, Dickinson and (BDX) 0.0 $917k 5.8k 157.23
Welltower Inc Com reit (WELL) 0.0 $916k 4.6k 197.71
Zimmer Holdings (ZBH) 0.0 $912k 10k 90.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $909k 26k 34.55
Zoetis Cl A (ZTS) 0.0 $909k 7.7k 118.21
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $892k 9.8k 91.37
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $890k 7.7k 115.24
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $889k 18k 50.48
Digital Realty Trust (DLR) 0.0 $883k 4.9k 180.19
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $875k 13k 68.47
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) 0.0 $875k 77k 11.44
Freeport Mcmoran CL B (FCX) 0.0 $874k 15k 58.78
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $871k 102k 8.52
Wp Carey (WPC) 0.0 $867k 13k 67.96
Warner Bros Discovery Com Ser A (WBD) 0.0 $863k 31k 27.46
Medtronic SHS (MDT) 0.0 $860k 9.9k 86.65
Argan (AGX) 0.0 $860k 1.6k 544.65
Lauder Estee Cos Cl A (EL) 0.0 $856k 12k 71.77
Catalyst Pharmaceutical Partners (CPRX) 0.0 $851k 34k 24.76
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $847k 22k 39.44
Lamar Advertising Cl A (LAMR) 0.0 $846k 6.7k 126.66
Edwards Lifesciences (EW) 0.0 $843k 11k 80.08
ConocoPhillips (COP) 0.0 $838k 6.4k 132.00
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $834k 21k 40.47
Gabelli Equity Trust (GAB) 0.0 $824k 147k 5.60
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $821k 23k 35.04
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $820k 3.4k 239.99
Ishares Tr Core Msci Intl (IDEV) 0.0 $819k 9.8k 83.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $819k 9.5k 86.69
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $818k 34k 24.24
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $791k 17k 47.08
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $786k 6.3k 125.46
Yum! Brands (YUM) 0.0 $780k 5.0k 155.50
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $778k 11k 70.51
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $777k 6.8k 114.31
Select Sector Spdr Tr State Street Con (XLP) 0.0 $775k 9.4k 81.98
Labcorp Holdings Com Shs (LH) 0.0 $772k 2.9k 266.83
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.0 $768k 9.9k 77.59
Arch Cap Group Ord (ACGL) 0.0 $765k 8.0k 95.99
McKesson Corporation (MCK) 0.0 $764k 883.00 865.24
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $762k 10k 73.14
Astrazeneca Ord (AZN) 0.0 $762k 3.9k 197.19
Servicenow (NOW) 0.0 $762k 7.3k 104.54
Ishares Tr U.s. Energy Etf (IYE) 0.0 $758k 12k 64.77
Intuit (INTU) 0.0 $755k 1.7k 432.38
Ameriprise Financial (AMP) 0.0 $754k 1.7k 444.28
Sterling Construction Company (STRL) 0.0 $752k 1.8k 407.27
Ishares Ethereum Tr SHS (ETHA) 0.0 $744k 47k 15.83
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $738k 10k 73.94
Elanco Animal Health (ELAN) 0.0 $738k 31k 23.93
Cintas Corporation (CTAS) 0.0 $738k 4.4k 169.14
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $737k 5.1k 145.79
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $729k 33k 22.28
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $725k 17k 41.68
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $725k 18k 41.09
Entergy Corporation (ETR) 0.0 $724k 6.4k 112.36
TransDigm Group Incorporated (TDG) 0.0 $722k 623.00 1158.96
Te Connectivity Ord Shs (TEL) 0.0 $722k 3.5k 209.02
Texas Pacific Land Corp (TPL) 0.0 $721k 1.5k 474.64
Authid (AUID) 0.0 $720k 554k 1.30
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $719k 9.2k 78.41
Ishares Msci World Etf (URTH) 0.0 $713k 4.0k 180.02
Spdr Index Shs Fds State Street Spd (GWX) 0.0 $713k 17k 42.23
Airbnb Com Cl A (ABNB) 0.0 $706k 5.6k 126.28
BBH TR Select Large Cap (BBHL) 0.0 $703k 47k 15.02
MetLife (MET) 0.0 $702k 9.9k 70.72
Ishares Msci Gbl Min Vol (ACWV) 0.0 $695k 5.8k 119.50
General Mills (GIS) 0.0 $690k 19k 37.22
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $685k 19k 35.53
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $683k 6.0k 114.83
United Parcel Svcs CL B (UPS) 0.0 $678k 6.9k 98.39
Dillards Cl A (DDS) 0.0 $677k 1.2k 572.11
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $664k 2.7k 248.82
Essential Utils (WTRG) 0.0 $664k 17k 40.27
Alliant Energy Corporation (LNT) 0.0 $660k 9.2k 71.76
Kimberly-Clark Corporation (KMB) 0.0 $658k 6.8k 96.47
RBB Sgi Enhanced Mkt (LDRX) 0.0 $657k 21k 30.66
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $656k 13k 49.61
Amphenol Corp Cl A (APH) 0.0 $655k 5.2k 126.35
Ishares Tr Select Us Reit (ICF) 0.0 $653k 11k 61.89
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $651k 13k 50.95
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $651k 6.4k 102.25
AutoZone (AZO) 0.0 $649k 192.00 3377.78
Select Sector Spdr Tr State Street Com (XLC) 0.0 $648k 5.8k 110.86
Vanguard World Financials Etf (VFH) 0.0 $648k 5.4k 120.82
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $646k 7.0k 92.74
UGI Corporation (UGI) 0.0 $645k 18k 36.42
Ast Spacemobile Com Cl A (ASTS) 0.0 $645k 7.8k 82.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $641k 4.1k 155.12
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $631k 12k 51.93
Fiserv (FISV) 0.0 $630k 11k 55.80
RPM International (RPM) 0.0 $630k 6.3k 99.40
MercadoLibre (MELI) 0.0 $628k 363.00 1729.02
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $627k 10k 62.68
Citizens Financial (CFG) 0.0 $621k 10k 59.97
Bank of Marin Ban (BMRC) 0.0 $621k 24k 25.63
Pinterest Cl A (PINS) 0.0 $620k 34k 18.34
Unilever Spon Adr New (UL) 0.0 $612k 11k 56.97
Ford Motor Company (F) 0.0 $609k 53k 11.54
Donaldson Company (DCI) 0.0 $608k 7.2k 84.87
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $608k 20k 30.29
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $606k 20k 30.32
Global X Fds Superdividend (SDIV) 0.0 $601k 24k 25.26
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $601k 5.3k 113.60
Air Products & Chemicals (APD) 0.0 $596k 2.1k 290.45
Chain Bridge Bancorp Cl A (CBNA) 0.0 $593k 17k 34.90
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $593k 17k 35.44
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $589k 11k 55.52
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.0 $588k 3.2k 184.89
Fair Isaac Corporation (FICO) 0.0 $585k 548.00 1067.54
Intuitive Surgical Com New (ISRG) 0.0 $584k 1.3k 460.99
L3harris Technologies (LHX) 0.0 $583k 1.7k 345.15
Eagle Ban (EGBN) 0.0 $582k 23k 24.87
Spdr Series Trust State Street Spd (SLYV) 0.0 $579k 6.1k 94.57
Linkbancorp (LNKB) 0.0 $576k 69k 8.34
Global X Fds Lithium Btry Etf (LIT) 0.0 $571k 7.7k 74.35
Royal Caribbean Cruises (RCL) 0.0 $570k 2.1k 275.18
AES Corporation (AES) 0.0 $570k 41k 14.09
Global X Fds Defense Tech Etf (SHLD) 0.0 $561k 7.9k 70.84
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $560k 9.5k 59.19
Diageo Spon Adr New (DEO) 0.0 $558k 7.5k 74.45
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $555k 4.0k 138.36
Target Corporation (TGT) 0.0 $555k 4.6k 121.19
Kroger (KR) 0.0 $553k 7.6k 72.36
Booking Holdings (BKNG) 0.0 $548k 130.00 4213.77
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $547k 11k 49.40
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.0 $546k 12k 44.73
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $545k 7.2k 75.49
Kla Corp Com New (KLAC) 0.0 $543k 369.00 1472.41
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $539k 14k 39.19
Dynex Cap (DX) 0.0 $535k 42k 12.76
American Tower Reit (AMT) 0.0 $534k 3.1k 172.60
Spdr Series Trust State Street Spd (SLYG) 0.0 $532k 5.5k 96.63
Spdr Series Trust State Street Spd (XOP) 0.0 $532k 2.9k 181.86
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $531k 8.6k 61.64
T. Rowe Price (TROW) 0.0 $530k 5.9k 90.15
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $523k 61k 8.62
Ishares Tr Intl Eqty Factor (INTF) 0.0 $517k 13k 38.96
Fabrinet SHS (FN) 0.0 $515k 987.00 521.52
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $514k 17k 29.99
Dick's Sporting Goods (DKS) 0.0 $513k 2.6k 198.29
Blackrock Etf Trust Disciplined Vola (BDVL) 0.0 $509k 21k 24.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $507k 26k 19.30
BlackRock Enhanced Capital and Income (CII) 0.0 $507k 24k 21.02
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $501k 6.3k 79.56
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $500k 7.3k 68.91
One Gas (OGS) 0.0 $500k 5.8k 86.13
Oshkosh Corporation (OSK) 0.0 $499k 3.4k 147.21
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.0 $499k 3.9k 128.27
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $494k 7.9k 62.45
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $491k 4.7k 103.42
Cameco Corporation (CCJ) 0.0 $490k 4.5k 108.61
Blackstone Secd Lending Common Stock (BXSL) 0.0 $487k 21k 23.69
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $486k 4.5k 108.99
International Paper Company (IP) 0.0 $486k 14k 35.70
Wabtec Corporation (WAB) 0.0 $485k 1.9k 249.91
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $485k 14k 33.67
Mccormick & Co Com Non Vtg (MKC) 0.0 $483k 9.6k 50.44
Spdr Series Trust State Street Spd (SHM) 0.0 $482k 10k 47.83
Sl Green Realty Corp (SLG) 0.0 $481k 13k 36.94
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $476k 2.3k 208.04
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $474k 23k 20.90
BP Sponsored Adr (BP) 0.0 $474k 10k 47.00
GSK Sponsored Adr (GSK) 0.0 $474k 8.6k 55.19
Intercontinental Exchange (ICE) 0.0 $473k 3.0k 157.28
Celestica (CLS) 0.0 $469k 1.7k 281.68
Cardinal Health (CAH) 0.0 $469k 2.2k 211.31
Marsh & McLennan Companies (MRSH) 0.0 $468k 2.7k 173.45
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $468k 10k 45.65
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $466k 2.0k 237.56
Agree Realty Corporation (ADC) 0.0 $466k 6.2k 75.38
HEICO Corporation (HEI) 0.0 $465k 1.7k 274.28
Paypal Holdings (PYPL) 0.0 $462k 10k 45.23
Employers Holdings (EIG) 0.0 $462k 11k 41.14
Howard Hughes Holdings (HHH) 0.0 $460k 7.3k 63.26
Novo-nordisk A S Adr (NVO) 0.0 $460k 13k 36.75
Kinder Morgan (KMI) 0.0 $458k 14k 33.53
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $457k 3.9k 118.60
DTE Energy Company (DTE) 0.0 $454k 3.1k 146.22
Eagle Financial Services (EFSI) 0.0 $450k 13k 34.98
Host Hotels & Resorts (HST) 0.0 $450k 24k 19.16
Regal-beloit Corporation (RRX) 0.0 $447k 2.4k 187.25
Johnson Controls Internation SHS (JCI) 0.0 $447k 3.4k 130.95
Enbridge (ENB) 0.0 $447k 8.3k 54.14
Ishares Tr Global Tech Etf (IXN) 0.0 $446k 4.5k 99.97
First Virginia Community Bank (FVCB) 0.0 $445k 29k 15.19
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $444k 2.5k 175.92
Ishares Tr Morningstar Grwt (ILCG) 0.0 $442k 4.6k 95.49
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $441k 2.8k 158.44
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $440k 3.7k 118.51
Iron Mountain (IRM) 0.0 $438k 4.3k 102.14
Sempra Energy (SRE) 0.0 $437k 4.5k 97.18
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $434k 6.5k 67.22
Ishares Tr Core Msci Euro (IEUR) 0.0 $433k 6.2k 70.28
Church & Dwight (CHD) 0.0 $432k 4.6k 93.31
F.N.B. Corporation (FNB) 0.0 $431k 26k 16.72
Hashdex Nasdaq Cme Crypto Shs Ben Int (NCIQ) 0.0 $428k 25k 17.23
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $427k 6.0k 71.18
Markel Corporation (MKL) 0.0 $427k 223.00 1914.07
Bluerock Pvt Real Estate (BPRE) 0.0 $426k 26k 16.61
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $425k 4.2k 100.17
Louisiana-Pacific Corporation (LPX) 0.0 $422k 5.8k 72.75
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) 0.0 $422k 4.1k 102.45
Codere Online Luxembourg S A Ordinary Shares (CDRO) 0.0 $421k 50k 8.41
Franco-Nevada Corporation (FNV) 0.0 $419k 1.7k 247.05
Ishares Msci Israel Etf (EIS) 0.0 $419k 3.6k 116.04
Sony Group Corp Sponsored Adr (SONY) 0.0 $418k 20k 20.70
Tidal Trust I Fundstrat Granny (GRNY) 0.0 $418k 18k 23.87
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $417k 4.4k 94.06
Cigna Corp (CI) 0.0 $416k 1.6k 266.71
Occidental Petroleum Corporation (OXY) 0.0 $413k 6.4k 65.01
Nxp Semiconductors N V (NXPI) 0.0 $412k 2.1k 196.86
Planet Labs Pbc Com Cl A (PL) 0.0 $411k 15k 27.95
Ida (IDA) 0.0 $411k 2.9k 142.97
W.W. Grainger (GWW) 0.0 $409k 375.00 1090.81
Ametek (AME) 0.0 $409k 1.9k 214.31
Block Cl A (XYZ) 0.0 $408k 6.8k 60.18
Bwx Technologies (BWXT) 0.0 $408k 2.0k 204.49
Applied Digital Corp Com New (APLD) 0.0 $404k 17k 23.74
Cheniere Energy Com New (LNG) 0.0 $403k 1.4k 283.76
Weyerhaeuser Com New (WY) 0.0 $402k 17k 24.43
Reddit Cl A (RDDT) 0.0 $402k 3.0k 134.65
Materion Corporation (MTRN) 0.0 $400k 2.8k 144.65
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $400k 895.00 446.54
Ross Stores (ROST) 0.0 $398k 1.8k 216.66
Caci Intl Cl A (CACI) 0.0 $392k 721.00 543.87
Ishares Msci Pac Jp Etf (EPP) 0.0 $390k 7.3k 53.14
Cloudflare Cl A Com (NET) 0.0 $388k 1.9k 206.34
Sprott Fds Tr Uranium Miners E (URNM) 0.0 $388k 6.1k 63.15
Evercore Class A (EVR) 0.0 $388k 1.3k 298.51
Vanguard World Comm Srvc Etf (VOX) 0.0 $388k 2.2k 179.83
Ubiquiti (UI) 0.0 $387k 490.00 790.29
Toll Brothers (TOL) 0.0 $386k 2.8k 136.47
Msci (MSCI) 0.0 $385k 714.00 539.38
Advisorshares Tr Insider Advanta (SURE) 0.0 $384k 3.0k 127.16
Raymond James Financial (RJF) 0.0 $382k 2.6k 144.77
Ameren Corporation (AEE) 0.0 $380k 3.5k 109.92
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $379k 1.6k 234.03
Rio Tinto Sponsored Adr (RIO) 0.0 $376k 4.0k 93.29
Axon Enterprise (AXON) 0.0 $376k 885.00 424.69
Tyler Technologies (TYL) 0.0 $373k 1.1k 342.38
Gilead Sciences (GILD) 0.0 $373k 2.7k 139.36
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $373k 3.9k 94.56
Prudential Financial (PRU) 0.0 $369k 3.8k 97.69
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $368k 3.8k 97.73
General Motors Company (GM) 0.0 $368k 4.9k 74.50
Quest Diagnostics Incorporated (DGX) 0.0 $367k 1.9k 195.98
Solar Cap (SLRC) 0.0 $366k 26k 14.31
Mueller Wtr Prods Com Ser A (MWA) 0.0 $366k 13k 27.49
W.R. Berkley Corporation (WRB) 0.0 $365k 5.5k 66.28
Acnb Corp (ACNB) 0.0 $365k 7.6k 47.87
Public Service Enterprise (PEG) 0.0 $362k 4.5k 80.94
Vanguard World Consum Dis Etf (VCR) 0.0 $362k 1.0k 358.86
Boston Scientific Corporation (BSX) 0.0 $362k 5.8k 62.75
Hp (HPQ) 0.0 $361k 19k 19.22
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $357k 7.1k 49.99
Omni (OMC) 0.0 $357k 4.7k 75.32
Corteva (CTVA) 0.0 $355k 4.2k 83.71
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $351k 4.4k 80.56
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $351k 3.3k 106.68
Ishares Tr Ibonds Dec2026 (IBDR) 0.0 $347k 14k 24.24
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $347k 8.0k 43.20
Coinbase Global Com Cl A (COIN) 0.0 $346k 2.0k 174.64
Ares Capital Corporation (ARCC) 0.0 $345k 19k 18.02
Motorola Solutions Com New (MSI) 0.0 $340k 783.00 433.74
Toronto Dominion Bk Ont Com New (TD) 0.0 $339k 3.6k 93.31
Guardant Health (GH) 0.0 $338k 3.7k 92.37
First Tr Exchange-traded SHS (FDL) 0.0 $336k 6.6k 50.80
Kkr & Co (KKR) 0.0 $336k 3.6k 92.51
ICU Medical, Incorporated (ICUI) 0.0 $335k 2.6k 129.15
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $333k 13k 25.48
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.0 $332k 13k 25.65
Avery Dennison Corporation (AVY) 0.0 $330k 1.9k 172.68
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.0 $329k 14k 24.31
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $329k 4.0k 81.49
Vulcan Materials Company (VMC) 0.0 $327k 1.2k 272.29
Appian Corp Cl A (APPN) 0.0 $326k 14k 24.11
Spdr Series Trust State Street Spd (SPTL) 0.0 $322k 12k 26.30
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $322k 10k 31.58
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $319k 5.5k 58.06
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.0 $316k 4.4k 71.61
SLB Com Stk (SLB) 0.0 $315k 6.1k 51.39
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $315k 4.2k 75.19
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $315k 5.4k 58.18
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $315k 2.2k 145.01
Penske Automotive (PAG) 0.0 $314k 2.1k 149.52
Remitly Global (RELY) 0.0 $313k 20k 15.67
West Pharmaceutical Services (WST) 0.0 $313k 1.2k 250.64
Robinhood Mkts Com Cl A (HOOD) 0.0 $313k 4.5k 69.30
First Financial Ban (FFBC) 0.0 $310k 11k 27.88
Carrier Global Corporation (CARR) 0.0 $310k 5.5k 56.31
Western Digital (WDC) 0.0 $310k 1.1k 270.45
Newmont Mining Corporation (NEM) 0.0 $309k 2.9k 108.27
MGE Energy (MGEE) 0.0 $309k 4.0k 77.29
Casey's General Stores (CASY) 0.0 $304k 418.00 727.86
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $303k 2.9k 106.20
Spdr Series Trust State Street Spd (SPSM) 0.0 $302k 6.2k 48.32
Cadence Design Systems (CDNS) 0.0 $302k 1.1k 277.87
Spdr Series Trust State Street Spd (RWR) 0.0 $301k 3.0k 100.98
Ishares Msci Equal Weite (EUSA) 0.0 $300k 2.9k 101.77
Spdr Series Trust State Street Spd (XSD) 0.0 $300k 919.00 326.20
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $300k 4.4k 68.35
Gabelli Dividend & Income Trust (GDV) 0.0 $299k 11k 26.93
Ishares Msci Japan Etf (EWJ) 0.0 $299k 3.5k 84.44
Option Care Health Com New (OPCH) 0.0 $298k 11k 26.92
Eversource Energy (ES) 0.0 $298k 4.3k 69.28
Autodesk (ADSK) 0.0 $298k 1.2k 239.40
Burke & Herbert Financial Serv (BHRB) 0.0 $296k 4.8k 62.29
Ishares Tr Us Industrials (IYJ) 0.0 $296k 2.0k 147.54
Galaxy Digital Cl A (GLXY) 0.0 $296k 16k 18.45
Proshares Tr Ultra Fncls New (UYG) 0.0 $294k 4.0k 73.41
Solstice Advanced Matls Com Shs (SOLS) 0.0 $294k 3.9k 76.16
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.0 $294k 15k 19.15
Cooper Cos (COO) 0.0 $294k 4.1k 71.50
Ishares Tr Us Digital Infra (IDGT) 0.0 $293k 3.0k 97.79
Proshares Tr Bitcoin & Ether (BETE) 0.0 $293k 8.7k 33.50
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $291k 1.3k 218.72
Targa Res Corp (TRGP) 0.0 $290k 1.2k 250.67
Electrocore Com New (ECOR) 0.0 $286k 48k 6.03
Roper Industries (ROP) 0.0 $285k 806.00 353.86
Nuveen Muni Value Fund (NUV) 0.0 $284k 32k 8.99
Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.0 $283k 5.5k 51.03
S&p Global (SPGI) 0.0 $282k 662.00 425.48
Comstock Hldg Cos Cl A New (CHCI) 0.0 $281k 15k 18.94
Totalenergies Se Act (TTE) 0.0 $281k 3.1k 90.98
Proshares Tr Bitcoin Etf (BITO) 0.0 $280k 30k 9.31
Spdr Series Trust State Street Spd (SPTS) 0.0 $279k 9.6k 29.18
Diamondback Energy (FANG) 0.0 $278k 1.4k 197.79
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $276k 3.8k 72.41
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $276k 1.4k 191.74
Ishares Tr Global Energ Etf (IXC) 0.0 $276k 4.8k 57.61
Lincoln Electric Holdings (LECO) 0.0 $274k 1.1k 249.08
Jones Lang LaSalle Incorporated (JLL) 0.0 $273k 898.00 304.32
SYSCO Corporation (SYY) 0.0 $272k 3.8k 71.34
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $269k 3.2k 85.02
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $267k 5.0k 53.35
Spdr Series Trust State Street Spd (XME) 0.0 $266k 2.5k 108.01
Tortoise Energy Infrastructure closed end funds (TYG) 0.0 $266k 5.3k 49.85
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $264k 16k 17.07
Waters Corporation (WAT) 0.0 $264k 887.00 297.80
Dollar Tree (DLTR) 0.0 $264k 2.4k 109.51
Cal Maine Foods Com New (CALM) 0.0 $264k 3.3k 79.15
Herc Hldgs (HRI) 0.0 $263k 2.6k 99.53
Encompass Health Corp (EHC) 0.0 $263k 2.7k 96.73
Mereo Biopharma Group Spon Ads (MREO) 0.0 $263k 796k 0.33
Ishares Tr Micro-cap Etf (IWC) 0.0 $262k 1.6k 159.58
Hubspot (HUBS) 0.0 $262k 1.1k 244.10
Ishares Tr Msci Uk Etf New (EWU) 0.0 $262k 5.7k 45.56
Rollins (ROL) 0.0 $260k 4.9k 53.41
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $260k 10k 25.63
Archer Daniels Midland Company (ADM) 0.0 $259k 3.6k 72.69
Commercial Metals Company (CMC) 0.0 $258k 4.2k 61.42
Take-Two Interactive Software (TTWO) 0.0 $258k 1.3k 197.50
Steris Shs Usd (STE) 0.0 $258k 1.2k 221.13
Renovorx Com New (RNXT) 0.0 $255k 253k 1.01
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $255k 5.6k 45.62
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.0 $254k 3.0k 84.67
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $254k 2.7k 95.44
Ubs Group SHS (UBS) 0.0 $253k 6.5k 39.07
Suncor Energy (SU) 0.0 $252k 3.8k 66.11
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $251k 12k 21.66
Boulder Growth & Income Fund (STEW) 0.0 $251k 15k 17.10
Akebia Therapeutics (AKBA) 0.0 $250k 180k 1.39
Us Foods Hldg Corp call (USFD) 0.0 $250k 2.7k 92.21
Kraneshares Trust Artificial Intel (AGIX) 0.0 $249k 7.6k 32.77
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $249k 3.2k 77.18
Banco Santander Sa Adr (SAN) 0.0 $248k 22k 11.28
British Amern Tob Sponsored Adr (BTI) 0.0 $248k 4.2k 58.47
Newmark Group Cl A (NMRK) 0.0 $247k 17k 14.99
Sandisk Corp (SNDK) 0.0 $247k 389.00 635.34
Hf Sinclair Corp (DINO) 0.0 $246k 3.9k 62.39
Cdw (CDW) 0.0 $244k 2.0k 121.02
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $244k 5.2k 46.95
Eaton Vance Calif Mun Incom Sh Ben Int (CEV) 0.0 $244k 24k 10.06
Northern Trust Corporation (NTRS) 0.0 $243k 1.7k 139.59
Ark Etf Tr Innovation Etf (ARKK) 0.0 $242k 3.6k 67.59
Keysight Technologies (KEYS) 0.0 $240k 849.00 282.37
Prologis (PLD) 0.0 $240k 1.8k 132.15
First Tr Exchange-traded Dj Glbl Divid (FGD) 0.0 $239k 7.5k 31.93
Ishares Tr North Amern Nat (IGE) 0.0 $238k 3.8k 62.94
Vodafone Group Sponsored Adr (VOD) 0.0 $236k 16k 15.02
Fortinet (FTNT) 0.0 $236k 2.9k 81.72
Unum (UNM) 0.0 $234k 3.2k 73.03
Jabil Circuit (JBL) 0.0 $233k 876.00 265.63
Hartford Financial Services (HIG) 0.0 $232k 1.7k 135.25
Themes Etf Tr Transatlantic De (NATO) 0.0 $231k 6.0k 38.55
Southwest Airlines (LUV) 0.0 $230k 6.1k 37.57
Essex Property Trust (ESS) 0.0 $230k 949.00 241.95
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $229k 3.7k 62.56
Metalla Rty & Streaming Com New (MTA) 0.0 $229k 35k 6.63
Simon Property (SPG) 0.0 $228k 1.2k 186.54
Vanguard World Mega Cap Index (MGC) 0.0 $228k 964.00 236.45
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $228k 6.3k 35.94
Brookfield Infrastructure Pa Lp Int Unit (BIP) 0.0 $227k 6.3k 36.12
Franklin Templeton Etf Tr Ftse Latn Amrc (FLLA) 0.0 $227k 8.0k 28.28
Monster Beverage Corp (MNST) 0.0 $226k 3.1k 72.46
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $226k 2.1k 109.10
Emcor (EME) 0.0 $225k 305.00 738.31
Ishares Tr Core 60/40 Balan (AOR) 0.0 $225k 3.5k 64.35
Qnity Electronics Common Stock (Q) 0.0 $225k 1.9k 115.39
Anthem (ELV) 0.0 $225k 767.00 292.84
Vertiv Holdings Com Cl A (VRT) 0.0 $224k 895.00 250.58
Agnico (AEM) 0.0 $224k 1.1k 202.98
Lifemd (LFMD) 0.0 $223k 62k 3.61
Biogen Idec (BIIB) 0.0 $222k 1.2k 183.33
Alexandria Real Estate Equities (ARE) 0.0 $222k 4.8k 46.42
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $220k 6.8k 32.43
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $220k 3.6k 61.00
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $219k 8.6k 25.33
Ionq Inc Pipe (IONQ) 0.0 $219k 7.6k 28.83
Wisdomtree Tr Us High Dividend (DHS) 0.0 $218k 2.0k 109.22
Delta Air Lines Com New (DAL) 0.0 $218k 3.3k 66.47
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.0 $218k 5.0k 43.37
American Water Works (AWK) 0.0 $217k 1.6k 136.05
Dt Midstream Common Stock (DTM) 0.0 $216k 1.6k 134.67
New York Times Co Mtn Be Cl A (NYT) 0.0 $215k 2.6k 83.74
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $215k 4.3k 49.97
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $215k 1.8k 116.11
Fidelity Covington Trust Disruptive Tech (FDTX) 0.0 $213k 5.8k 36.92
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $213k 4.2k 50.37
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $212k 1.9k 112.48
Fidelity National Information Services (FIS) 0.0 $211k 4.5k 46.91
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.0 $211k 4.3k 48.86
First united corporation (FUNC) 0.0 $210k 5.7k 36.64
J P Morgan Exchange Traded F Betabuilders Dev (BBAX) 0.0 $210k 3.5k 59.46
Principal Financial (PFG) 0.0 $210k 2.3k 90.11
Nutrien (NTR) 0.0 $210k 2.8k 75.46
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.0 $208k 5.2k 40.06
Copart (CPRT) 0.0 $208k 6.3k 33.20
Expensify Com Cl A (EXFY) 0.0 $208k 239k 0.87
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $207k 1.7k 120.59
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $207k 2.2k 93.66
J P Morgan Exchange Traded F Flexible Debt Et (JFLX) 0.0 $207k 4.2k 49.67
Jfrog Ord Shs (FROG) 0.0 $207k 4.4k 46.93
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $206k 2.4k 86.68
Reliance Steel & Aluminum (RS) 0.0 $206k 676.00 304.09
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $205k 4.4k 46.61
Ishares Tr Msci China Etf (MCHI) 0.0 $205k 3.6k 56.18
Ishares Tr U.s. Finls Etf (IYF) 0.0 $205k 1.7k 117.66
Martin Marietta Materials (MLM) 0.0 $204k 346.00 588.73
Expeditors International of Washington (EXPD) 0.0 $203k 1.4k 143.23
Royal Gold (RGLD) 0.0 $203k 796.00 254.49
D.R. Horton (DHI) 0.0 $202k 1.5k 137.22
Pinnacle West Capital Corporation (PNW) 0.0 $202k 2.0k 100.75
Ishares Tr Msci India Etf (INDA) 0.0 $202k 4.3k 46.84
Manulife Finl Corp (MFC) 0.0 $202k 5.9k 34.44
Barrick Mng Corp Com Shs (B) 0.0 $202k 4.9k 40.79
Cto Realty Growth (CTO) 0.0 $201k 11k 18.49
Exelixis (EXEL) 0.0 $201k 4.7k 42.89
NetApp (NTAP) 0.0 $200k 2.0k 102.38
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $200k 18k 11.23
Putnam Etf Trust Franklin Muni Hi (FTMH) 0.0 $195k 17k 11.53
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $190k 11k 16.97
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $188k 17k 10.88
Angel Oak Funds Trust High Yield Oppor (AOHY) 0.0 $188k 17k 10.93
Cadiz Com New (CDZI) 0.0 $174k 35k 4.91
Silvercrest Asset Mgmt Group Cl A (SAMG) 0.0 $172k 13k 13.44
Summit State Bank (SSBI) 0.0 $167k 13k 13.37
Sweetgreen Com Cl A (SG) 0.0 $155k 30k 5.19
Cipher Mining (CIFR) 0.0 $155k 12k 12.87
Olema Pharmaceuticals (OLMA) 0.0 $152k 10k 14.91
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.0 $148k 15k 9.87
Vestis Corporation Com Shs (VSTS) 0.0 $145k 18k 7.86
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $137k 23k 6.05
Rockwell Med Com New (RMTI) 0.0 $136k 152k 0.89
Airjoule Technologies Corp Cl A (AIRJ) 0.0 $126k 50k 2.51
Cion Invt Corp (CION) 0.0 $114k 17k 6.84
Uipath Cl A (PATH) 0.0 $114k 10k 11.10
DNP Select Income Fund (DNP) 0.0 $111k 11k 10.30
Eaton Vance Floating-Rate Income Trust (EFT) 0.0 $109k 10k 10.73
Mfs Inter Income Tr Sh Ben Int (MIN) 0.0 $108k 43k 2.51
Joby Aviation Common Stock (JOBY) 0.0 $105k 13k 8.26
Melco Resorts And Entmnt Adr (MLCO) 0.0 $97k 17k 5.68
Repro-Med Systems (KRMD) 0.0 $93k 21k 4.32
Nordic American Tanker Shippin (NAT) 0.0 $89k 15k 5.86
Nio Spon Ads (NIO) 0.0 $86k 14k 6.03
Opendoor Technologies (OPEN) 0.0 $77k 16k 4.68
Digimarc Corporation (DMRC) 0.0 $71k 14k 4.91
Sportsmans Whse Hldgs (SPWH) 0.0 $70k 50k 1.41
Wrap Technologies (WRAP) 0.0 $69k 45k 1.54
Full House Resorts (FLL) 0.0 $68k 30k 2.25
Kopin Corporation (KOPN) 0.0 $65k 29k 2.25
Stereotaxis Com New (STXS) 0.0 $58k 32k 1.84
Empire St Rlty Op Unit Ltd Prt 250 (FISK) 0.0 $53k 12k 4.42
Monroe Cap (MRCC) 0.0 $53k 12k 4.60
Gamesquare Hldgs (GAME) 0.0 $49k 182k 0.27
Annovis Bio (ANVS) 0.0 $45k 20k 2.23
Volitionrx (VNRX) 0.0 $44k 220k 0.20
Scripps E W Co Ohio Cl A New (SSP) 0.0 $41k 11k 3.72
Elme Communities Sh Ben Int (ELME) 0.0 $39k 19k 2.01
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $39k 13k 3.07
Gain Therapeutics (GANX) 0.0 $33k 17k 1.94
3d Sys Corp Del Com New (DDD) 0.0 $30k 16k 1.88
Beyond Meat (BYND) 0.0 $28k 40k 0.70
Redfin Corp NOTE 0.500pcnt 4/0 0.0 $26k 27k 0.96
Mgp Ingredients NOTE 1.875pcnt11/1 0.0 $25k 26k 0.96
Sarepta Therapeutics NOTE 1.250pcnt 9/1 0.0 $25k 27k 0.92
Organigram Global (OGI) 0.0 $25k 19k 1.34
Blackstone Mortgage Trust In NOTE 5.500pcnt 3/1 0.0 $24k 24k 0.99
Adagio Therapeutics (IVVD) 0.0 $23k 18k 1.30
Pebblebrook Hotel Tr NOTE 1.750pcnt12/1 0.0 $22k 22k 0.99
Cardiol Therapeutics Com Cl A (CRDL) 0.0 $21k 15k 1.35
Cibus Cl A Com Stk (CBUS) 0.0 $20k 10k 1.98
Snap Note 5/0 0.0 $17k 18k 0.94
Bandwidth NOTE 0.500pcnt 4/0 0.0 $14k 16k 0.89
Milestone Pharmaceuticals (MIST) 0.0 $13k 11k 1.19
Femasys (FEMY) 0.0 $12k 28k 0.42
Fractyl Health (GUTS) 0.0 $7.1k 16k 0.46
Wheels Up Experience Com Cl A (UP) 0.0 $5.3k 10k 0.52
Gabelli Equity Tr Right 04/14/2026 (GAB.R) 0.0 $1.0k 147k 0.01