Vanguard Index Fds Growth Etf
(VUG)
|
8.6 |
$59M |
|
204k |
290.17 |
Vanguard Index Fds Value Etf
(VTV)
|
7.2 |
$49M |
|
364k |
135.37 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
4.2 |
$29M |
|
571k |
50.49 |
Apple
(AAPL)
|
3.9 |
$27M |
|
190k |
141.50 |
J P Morgan Exchange-traded F Ultra Shrt Inc
(JPST)
|
3.3 |
$23M |
|
444k |
50.72 |
Microsoft Corporation
(MSFT)
|
2.7 |
$18M |
|
65k |
281.92 |
Verizon Communications
(VZ)
|
2.5 |
$17M |
|
316k |
54.01 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.1 |
$15M |
|
62k |
236.76 |
Duke Energy Corp Com New
(DUK)
|
1.8 |
$12M |
|
125k |
97.59 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
1.6 |
$11M |
|
180k |
60.96 |
Merck & Co
(MRK)
|
1.6 |
$11M |
|
144k |
75.11 |
Hca Holdings
(HCA)
|
1.5 |
$11M |
|
43k |
242.72 |
JPMorgan Chase & Co.
(JPM)
|
1.4 |
$9.9M |
|
61k |
163.69 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.4 |
$9.7M |
|
193k |
50.01 |
Procter & Gamble Company
(PG)
|
1.4 |
$9.5M |
|
68k |
139.81 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
1.3 |
$9.2M |
|
89k |
103.35 |
Johnson & Johnson
(JNJ)
|
1.3 |
$8.8M |
|
55k |
161.51 |
Ishares Core Msci Emkt
(IEMG)
|
1.2 |
$8.6M |
|
139k |
61.76 |
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
1.2 |
$8.5M |
|
152k |
56.11 |
Chevron Corporation
(CVX)
|
1.2 |
$8.0M |
|
79k |
101.45 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.2 |
$7.9M |
|
52k |
153.60 |
United Parcel Service CL B
(UPS)
|
1.1 |
$7.7M |
|
43k |
182.10 |
Us Bancorp Del Com New
(USB)
|
1.1 |
$7.7M |
|
130k |
59.44 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
1.1 |
$7.5M |
|
117k |
63.88 |
Enterprise Products Partners
(EPD)
|
1.1 |
$7.4M |
|
341k |
21.64 |
Vanguard Index Fds Small Cp Etf
(VB)
|
1.1 |
$7.3M |
|
33k |
218.67 |
Alphabet Cap Stk Cl C
(GOOG)
|
1.0 |
$7.2M |
|
2.7k |
2665.18 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
1.0 |
$7.1M |
|
94k |
75.34 |
Vanguard Scottsdale Fds Short Term Treas
(VGSH)
|
0.9 |
$6.2M |
|
100k |
61.41 |
Bank of America Corporation
(BAC)
|
0.9 |
$5.9M |
|
139k |
42.45 |
Pepsi
(PEP)
|
0.8 |
$5.8M |
|
39k |
150.42 |
Paychex
(PAYX)
|
0.8 |
$5.8M |
|
52k |
112.45 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.8 |
$5.8M |
|
45k |
127.69 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.8 |
$5.7M |
|
43k |
131.73 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$5.6M |
|
21k |
272.95 |
UnitedHealth
(UNH)
|
0.8 |
$5.3M |
|
14k |
390.73 |
Emerson Electric
(EMR)
|
0.8 |
$5.2M |
|
55k |
94.20 |
Lockheed Martin Corporation
(LMT)
|
0.7 |
$5.1M |
|
15k |
345.08 |
Ishares Tr 0-3 Mnth Treasry
(SGOV)
|
0.7 |
$5.1M |
|
51k |
100.02 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$4.8M |
|
21k |
222.06 |
Weyerhaeuser Co Mtn Be Com New
(WY)
|
0.7 |
$4.8M |
|
134k |
35.57 |
Stonex Group
(SNEX)
|
0.7 |
$4.5M |
|
69k |
65.90 |
At&t
(T)
|
0.6 |
$4.5M |
|
165k |
27.01 |
Pfizer
(PFE)
|
0.6 |
$4.4M |
|
103k |
43.01 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.6 |
$4.4M |
|
113k |
38.70 |
McDonald's Corporation
(MCD)
|
0.6 |
$4.3M |
|
18k |
241.11 |
Danaher Corporation
(DHR)
|
0.6 |
$4.1M |
|
14k |
304.42 |
Nike CL B
(NKE)
|
0.6 |
$4.1M |
|
28k |
145.22 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.5 |
$3.7M |
|
84k |
44.45 |
General Mills
(GIS)
|
0.5 |
$3.7M |
|
62k |
59.81 |
Magnite Ord
(MGNI)
|
0.5 |
$3.6M |
|
128k |
28.00 |
Intel Corporation
(INTC)
|
0.5 |
$3.5M |
|
66k |
53.29 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.5 |
$3.4M |
|
92k |
37.32 |
Wal-Mart Stores
(WMT)
|
0.5 |
$3.3M |
|
24k |
139.39 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.5 |
$3.1M |
|
8.8k |
357.95 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.5 |
$3.1M |
|
62k |
50.85 |
Costco Wholesale Corporation
(COST)
|
0.5 |
$3.1M |
|
7.0k |
449.28 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
0.4 |
$3.0M |
|
78k |
37.88 |
Waste Management
(WM)
|
0.4 |
$2.9M |
|
20k |
149.36 |
Southwest Airlines
(LUV)
|
0.4 |
$2.8M |
|
55k |
51.43 |
Novartis Sponsored Adr
(NVS)
|
0.4 |
$2.8M |
|
34k |
81.78 |
Broadcom
(AVGO)
|
0.4 |
$2.8M |
|
5.7k |
484.85 |
Kimberly-Clark Corporation
(KMB)
|
0.4 |
$2.7M |
|
20k |
132.44 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.4 |
$2.6M |
|
985.00 |
2673.10 |
Abbvie
(ABBV)
|
0.4 |
$2.6M |
|
24k |
107.85 |
Silvergate Cap Corp Cl A
|
0.4 |
$2.6M |
|
23k |
115.48 |
Old Republic International Corporation
(ORI)
|
0.4 |
$2.6M |
|
113k |
23.13 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.4 |
$2.4M |
|
36k |
67.49 |
Organon & Co Common Stock
(OGN)
|
0.3 |
$2.4M |
|
72k |
32.79 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.3 |
$2.4M |
|
25k |
93.86 |
Abbott Laboratories
(ABT)
|
0.3 |
$2.3M |
|
19k |
118.15 |
Chubb
(CB)
|
0.3 |
$2.3M |
|
13k |
173.46 |
Cisco Systems
(CSCO)
|
0.3 |
$2.2M |
|
41k |
54.43 |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol
(SPLV)
|
0.3 |
$2.2M |
|
37k |
60.83 |
Diageo Spon Adr New
(DEO)
|
0.3 |
$2.1M |
|
11k |
193.03 |
ACI Worldwide
(ACIW)
|
0.3 |
$2.1M |
|
69k |
30.72 |
Southern Company
(SO)
|
0.3 |
$2.1M |
|
34k |
61.97 |
Nucor Corporation
(NUE)
|
0.3 |
$2.1M |
|
21k |
98.48 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.3 |
$2.0M |
|
19k |
103.89 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$2.0M |
|
34k |
58.83 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
0.3 |
$1.9M |
|
63k |
30.65 |
Pinnacle Financial Partners
(PNFP)
|
0.3 |
$1.8M |
|
20k |
94.10 |
3M Company
(MMM)
|
0.3 |
$1.8M |
|
10k |
175.46 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.3 |
$1.8M |
|
5.6k |
319.87 |
Coca-Cola Company
(KO)
|
0.2 |
$1.7M |
|
32k |
52.46 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.2 |
$1.6M |
|
30k |
54.64 |
Home Depot
(HD)
|
0.2 |
$1.6M |
|
5.0k |
328.32 |
Bristol Myers Squibb
(BMY)
|
0.2 |
$1.6M |
|
27k |
59.15 |
Hasbro
(HAS)
|
0.2 |
$1.5M |
|
17k |
89.19 |
Qualcomm
(QCOM)
|
0.2 |
$1.5M |
|
11k |
129.02 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.2 |
$1.4M |
|
3.3k |
429.05 |
Walt Disney Company
(DIS)
|
0.2 |
$1.4M |
|
8.2k |
169.14 |
Vonage Holdings
|
0.2 |
$1.4M |
|
86k |
16.12 |
Amazon
(AMZN)
|
0.2 |
$1.4M |
|
412.00 |
3283.98 |
Oracle Corporation
(ORCL)
|
0.2 |
$1.3M |
|
15k |
87.12 |
Truist Financial Corp equities
(TFC)
|
0.2 |
$1.3M |
|
22k |
58.63 |
Novo-nordisk A S Adr
(NVO)
|
0.2 |
$1.3M |
|
13k |
96.00 |
Signature Bank
(SBNY)
|
0.2 |
$1.3M |
|
4.6k |
272.19 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.2 |
$1.2M |
|
14k |
86.15 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$1.2M |
|
14k |
85.46 |
Eli Lilly & Co.
(LLY)
|
0.2 |
$1.2M |
|
5.2k |
231.14 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
0.2 |
$1.2M |
|
6.5k |
182.42 |
CSX Corporation
(CSX)
|
0.2 |
$1.2M |
|
39k |
29.74 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$1.2M |
|
13k |
85.95 |
Honeywell International
(HON)
|
0.2 |
$1.1M |
|
5.3k |
212.23 |
Automatic Data Processing
(ADP)
|
0.2 |
$1.1M |
|
5.5k |
199.89 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.2 |
$1.1M |
|
11k |
100.12 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$1.0M |
|
13k |
77.98 |
Aspen Aerogels
(ASPN)
|
0.1 |
$987k |
|
22k |
45.99 |
Chart Industries
(GTLS)
|
0.1 |
$968k |
|
5.1k |
191.12 |
Stryker Corporation
(SYK)
|
0.1 |
$933k |
|
3.5k |
263.78 |
Becton, Dickinson and
(BDX)
|
0.1 |
$918k |
|
3.7k |
245.85 |
Visa Com Cl A
(V)
|
0.1 |
$918k |
|
4.1k |
222.87 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
0.1 |
$914k |
|
3.3k |
273.90 |
Microchip Technology
(MCHP)
|
0.1 |
$892k |
|
5.8k |
153.42 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.1 |
$890k |
|
19k |
46.03 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.1 |
$860k |
|
17k |
50.25 |
BlackRock
(BLK)
|
0.1 |
$857k |
|
1.0k |
838.55 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
0.1 |
$854k |
|
5.0k |
169.21 |
Dermtech Ord ord
(DMTKQ)
|
0.1 |
$853k |
|
27k |
32.11 |
Facebook Cl A
(META)
|
0.1 |
$838k |
|
2.5k |
339.41 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$837k |
|
2.1k |
394.44 |
Ecolab
(ECL)
|
0.1 |
$830k |
|
4.0k |
208.54 |
Public Service Enterprise
(PEG)
|
0.1 |
$822k |
|
14k |
60.92 |
Mondelez Intl Cl A
(MDLZ)
|
0.1 |
$818k |
|
14k |
58.19 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.1 |
$796k |
|
6.3k |
127.26 |
Baxter International
(BAX)
|
0.1 |
$783k |
|
9.7k |
80.46 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$752k |
|
4.8k |
156.60 |
Ishares Tr Ibonds Dec25 Etf
(IBDQ)
|
0.1 |
$748k |
|
28k |
26.85 |
Ishares Tr Ibonds Dec2026
(IBDR)
|
0.1 |
$735k |
|
28k |
26.49 |
Ishares Tr Ibonds 27 Etf
(IBDS)
|
0.1 |
$725k |
|
27k |
26.99 |
Ishares Tr Ibonds Dec24 Etf
(IBDP)
|
0.1 |
$705k |
|
27k |
26.28 |
Wells Fargo & Company
(WFC)
|
0.1 |
$700k |
|
15k |
46.38 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$700k |
|
3.2k |
218.61 |
Ishares Msci Emerg Mrkt
(EEMV)
|
0.1 |
$678k |
|
11k |
62.66 |
Ishares Tr Short Treas Bd
(SHV)
|
0.1 |
$670k |
|
6.1k |
110.45 |
Lowe's Companies
(LOW)
|
0.1 |
$645k |
|
3.2k |
202.96 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.1 |
$629k |
|
1.5k |
430.53 |
Westport Fuel Systems Com New
|
0.1 |
$628k |
|
191k |
3.29 |
Vaneck Etf Trust Semiconductr Etf
(SMH)
|
0.1 |
$615k |
|
2.4k |
256.25 |
First Horizon National Corporation
(FHN)
|
0.1 |
$610k |
|
37k |
16.29 |
Amgen
(AMGN)
|
0.1 |
$593k |
|
2.8k |
212.54 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.1 |
$572k |
|
6.9k |
82.47 |
M&T Bank Corporation
(MTB)
|
0.1 |
$570k |
|
3.8k |
149.41 |
J P Morgan Exchange-traded F Ultra Sht Muncpl
(JMST)
|
0.1 |
$544k |
|
11k |
51.10 |
Anterix Inc. Atex
(ATEX)
|
0.1 |
$539k |
|
8.9k |
60.73 |
Nextera Energy
(NEE)
|
0.1 |
$532k |
|
6.8k |
78.55 |
Yum! Brands
(YUM)
|
0.1 |
$524k |
|
4.3k |
122.20 |
FedEx Corporation
(FDX)
|
0.1 |
$516k |
|
2.4k |
219.11 |
L3harris Technologies
(LHX)
|
0.1 |
$486k |
|
2.2k |
220.41 |
Vanguard World Fds Consum Stp Etf
(VDC)
|
0.1 |
$474k |
|
2.6k |
179.07 |
Kosmos Energy
(KOS)
|
0.1 |
$464k |
|
157k |
2.96 |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev
(PXF)
|
0.1 |
$450k |
|
9.6k |
46.86 |
Caredx
(CDNA)
|
0.1 |
$444k |
|
7.0k |
63.31 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$435k |
|
5.8k |
75.56 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$430k |
|
8.3k |
52.08 |
Ishares Tr Msci Acwi Ex Us
(ACWX)
|
0.1 |
$413k |
|
7.5k |
55.44 |
Clorox Company
(CLX)
|
0.1 |
$398k |
|
2.4k |
165.56 |
Brown Forman Corp CL B
(BF.B)
|
0.1 |
$385k |
|
5.7k |
67.07 |
Clearwater Paper
(CLW)
|
0.1 |
$385k |
|
10k |
38.30 |
Target Corporation
(TGT)
|
0.1 |
$383k |
|
1.7k |
228.79 |
T. Rowe Price
(TROW)
|
0.1 |
$382k |
|
1.9k |
196.91 |
Illinois Tool Works
(ITW)
|
0.1 |
$372k |
|
1.8k |
206.67 |
Empire St Rlty Op Unit Ltd Prtnsp
(ESBA)
|
0.1 |
$363k |
|
36k |
10.04 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$361k |
|
3.1k |
114.75 |
Wright Express
(WEX)
|
0.1 |
$361k |
|
2.0k |
176.27 |
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$357k |
|
9.5k |
37.58 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.0 |
$332k |
|
4.5k |
73.89 |
Waters Corporation
(WAT)
|
0.0 |
$304k |
|
850.00 |
357.65 |
Carrier Global Corporation
(CARR)
|
0.0 |
$302k |
|
5.8k |
51.71 |
salesforce
(CRM)
|
0.0 |
$299k |
|
1.1k |
270.83 |
Walgreen Boots Alliance
(WBA)
|
0.0 |
$295k |
|
6.3k |
47.01 |
Renasant
(RNST)
|
0.0 |
$292k |
|
8.1k |
36.08 |
Eaton Corp SHS
(ETN)
|
0.0 |
$289k |
|
1.9k |
149.43 |
Vanguard Intl Equity Index F Ftse Europe Etf
(VGK)
|
0.0 |
$287k |
|
4.4k |
65.61 |
General Dynamics Corporation
(GD)
|
0.0 |
$286k |
|
1.5k |
196.29 |
Progressive Corporation
(PGR)
|
0.0 |
$285k |
|
3.2k |
90.48 |
Moody's Corporation
(MCO)
|
0.0 |
$284k |
|
800.00 |
355.00 |
Ishares Tr Us Regnl Bks Etf
(IAT)
|
0.0 |
$279k |
|
4.6k |
60.65 |
Union Pacific Corporation
(UNP)
|
0.0 |
$268k |
|
1.4k |
196.19 |
Xcel Energy
(XEL)
|
0.0 |
$268k |
|
4.3k |
62.50 |
Potlatch Corporation
(PCH)
|
0.0 |
$263k |
|
5.1k |
51.57 |
Fifth Third Ban
(FITB)
|
0.0 |
$255k |
|
6.0k |
42.50 |
Oge Energy Corp
(OGE)
|
0.0 |
$241k |
|
7.3k |
32.96 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.0 |
$237k |
|
492.00 |
481.71 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.0 |
$235k |
|
2.9k |
82.00 |
Fortive
(FTV)
|
0.0 |
$232k |
|
3.3k |
70.58 |
Northrop Grumman Corporation
(NOC)
|
0.0 |
$231k |
|
641.00 |
360.37 |
MetLife
(MET)
|
0.0 |
$231k |
|
3.7k |
61.78 |
Comcast Corp Cl A
(CMCSA)
|
0.0 |
$228k |
|
4.1k |
56.02 |
Twitter
|
0.0 |
$228k |
|
3.8k |
60.48 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.0 |
$225k |
|
1.6k |
139.41 |
CVS Caremark Corporation
(CVS)
|
0.0 |
$223k |
|
2.6k |
84.92 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.0 |
$222k |
|
2.0k |
111.95 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.0 |
$218k |
|
1.5k |
145.24 |
Ishares Gold Tr Ishares New
(IAU)
|
0.0 |
$218k |
|
6.5k |
33.44 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.0 |
$217k |
|
1.5k |
149.66 |
Altria
(MO)
|
0.0 |
$216k |
|
4.7k |
45.61 |
Goldman Sachs
(GS)
|
0.0 |
$212k |
|
560.00 |
378.57 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$211k |
|
1.3k |
164.20 |
SYSCO Corporation
(SYY)
|
0.0 |
$200k |
|
2.6k |
78.43 |
Rimini Str Inc Del
(RMNI)
|
0.0 |
$183k |
|
19k |
9.63 |
Liqtech International
|
0.0 |
$86k |
|
16k |
5.46 |
Mfs Inter Income Tr Sh Ben Int
(MIN)
|
0.0 |
$36k |
|
10k |
3.60 |
Gran Tierra Energy
|
0.0 |
$14k |
|
19k |
0.74 |