Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTI) | 825,573 | +417,832 | $185,726 |
VTI | 825,573 | +417,832 | $185,726 |
APPLE INC | 917,088 | -6,178 | $176,567 |
AAPL | 917,088 | -6,178 | $176,567 |
AMERIS BANCORP | 2,514,293 | +201,644 | $133,383 |
ABCB | 2,514,293 | +201,644 | $133,383 |
MICROSOFT CORP | 310,577 | +5,285 | $116,789 |
MSFT | 310,577 | +5,285 | $116,789 |
AMAZON COM INC | 543,149 | +11,491 | $82,526 |
AMZN | 543,149 | +11,491 | $82,526 |
VANGUARD MUN BD FDS (VTEB) | 1,630,944 | +913,158 | $81,142 |
VTEB | 1,630,944 | +913,158 | $81,142 |
VANGUARD STAR FDS (VXUS) | 1,098,481 | +568,100 | $61,313 |
VXUS | 1,098,481 | +568,100 | $61,313 |
NVIDIA CORPORATION | 109,158 | +10,797 | $54,057 |
NVDA | 109,158 | +10,797 | $54,057 |
VANGUARD INDEX FDS (VOO) | 118,154 | +58,330 | $48,971 |
VOO | 118,154 | +58,330 | $48,971 |
ADVANCED MICRO DEVICES INC | 293,875 | -1,796 | $43,320 |
AMD | 293,875 | -1,796 | $43,320 |
VANGUARD INTL EQUITY INDEX F (VEU) | 670,432 | +335,120 | $36,206 |
VEU | 670,432 | +335,120 | $36,206 |
HOME DEPOT INC | 104,444 | -3,534 | $36,195 |
HD | 104,444 | -3,534 | $36,195 |
ALPHABET INC | 258,299 | +4,634 | $36,082 |
GOOGL | 258,299 | +4,634 | $36,082 |
ALPHABET INC | 247,193 | +10,501 | $34,837 |
GOOG | 247,193 | +10,501 | $34,837 |
JPMORGAN CHASE & CO | 193,055 | +6,571 | $32,839 |
JPM | 193,055 | +6,571 | $32,839 |
COCA COLA CO | 554,190 | +13,798 | $32,658 |
KO | 554,190 | +13,798 | $32,658 |
BERKSHIRE HATHAWAY INC DEL | $29,946 | ||
BRK.B | 73,315 | +2,713 | $26,148 |
BRK.A | 7 | UNCH | $3,798 |
TESLA INC | 115,875 | +3,931 | $28,799 |
TSLA | 115,875 | +3,931 | $28,799 |
VANGUARD TAX MANAGED FDS (VEA) | 548,935 | +274,934 | $25,149 |
VEA | 548,935 | +274,934 | $25,149 |
MCDONALDS CORP | 84,663 | +3,167 | $25,103 |
MCD | 84,663 | +3,167 | $25,103 |
MITEK SYS INC | 1,840,235 | +39,995 | $23,997 |
MITK | 1,840,235 | +39,995 | $23,997 |
JOHNSON & JOHNSON | 150,529 | -1,140 | $23,594 |
JNJ | 150,529 | -1,140 | $23,594 |
CHEVRON CORP NEW | 157,779 | +4,752 | $23,534 |
CVX | 157,779 | +4,752 | $23,534 |
EXXON MOBIL CORP | 215,945 | +8,252 | $21,590 |
XOM | 215,945 | +8,252 | $21,590 |
VISA INC | 83,590 | +10,615 | $21,526 |
V | 83,590 | +10,615 | $21,526 |
COSTCO WHSL CORP NEW | 32,482 | +1,477 | $21,441 |
COST | 32,482 | +1,477 | $21,441 |
META PLATFORMS INC | 58,347 | +1,434 | $20,652 |
META | 58,347 | +1,434 | $20,652 |
PROCTER AND GAMBLE CO | 140,022 | -1,324 | $20,519 |
PG | 140,022 | -1,324 | $20,519 |
BROADCOM INC | 17,202 | +1,292 | $19,202 |
AVGO | 17,202 | +1,292 | $19,202 |
UNITEDHEALTH GROUP INC | 36,062 | +4,434 | $18,943 |
UNH | 36,062 | +4,434 | $18,943 |
ELI LILLY & CO | 32,269 | +544 | $18,810 |
LLY | 32,269 | +544 | $18,810 |
ABBVIE INC | 121,167 | +473 | $18,777 |
ABBV | 121,167 | +473 | $18,777 |
SPDR GOLD TR (GLD) | 98,074 | +23,883 | $18,749 |
GLD | 98,074 | +23,883 | $18,749 |
PEPSICO INC | 104,874 | +327 | $17,812 |
PEP | 104,874 | +327 | $17,812 |
WALMART INC | 110,838 | +7,875 | $17,482 |
WMT | 110,838 | +7,875 | $17,482 |
CATERPILLAR INC | 57,224 | -1,149 | $16,919 |
CAT | 57,224 | -1,149 | $16,919 |
LOWES COS INC | 56,542 | +1,565 | $12,583 |
LOW | 56,542 | +1,565 | $12,583 |
BANK AMERICA CORP | 348,377 | -8,917 | $11,730 |
BAC | 348,377 | -8,917 | $11,730 |
DUKE ENERGY CORP NEW | 120,111 | -1,245 | $11,656 |
DUK | 120,111 | -1,245 | $11,656 |
ARISTA NETWORKS INC | 49,464 | -15,457 | $11,649 |
ANET | 49,464 | -15,457 | $11,649 |
CHUBB LIMITED | 51,496 | -1,032 | $11,638 |
CB | 51,496 | -1,032 | $11,638 |
CINTAS CORP | 18,932 | -1,329 | $11,410 |
CTAS | 18,932 | -1,329 | $11,410 |
ILLINOIS TOOL WKS INC | 42,089 | -1,510 | $11,025 |
ITW | 42,089 | -1,510 | $11,025 |
VANGUARD INDEX FDS (VXF) | 70,663 | +34,991 | $10,866 |
VXF | 70,663 | +34,991 | $10,866 |
NETFLIX INC | 21,765 | -1,287 | $10,597 |
NFLX | 21,765 | -1,287 | $10,597 |
UNION PAC CORP | 43,239 | +1,749 | $10,548 |
UNP | 43,239 | +1,749 | $10,548 |
UNITED PARCEL SERVICE INC | 67,083 | -1,115 | $10,547 |
UPS | 67,083 | -1,115 | $10,547 |
HONEYWELL INTL INC | 49,498 | -1,149 | $10,380 |
HON | 49,498 | -1,149 | $10,380 |
LOCKHEED MARTIN CORP | 22,864 | -1,255 | $10,363 |
LMT | 22,864 | -1,255 | $10,363 |
CONOCOPHILLIPS | 88,699 | +2,270 | $10,295 |
COP | 88,699 | +2,270 | $10,295 |
MASTERCARD INCORPORATED | 23,607 | -179 | $10,069 |
MA | 23,607 | -179 | $10,069 |
HERSHEY CO | 53,141 | +1,465 | $9,908 |
HSY | 53,141 | +1,465 | $9,908 |
WASTE MGMT INC DEL | 54,425 | -123 | $9,748 |
WM | 54,425 | -123 | $9,748 |
TRAVELERS COMPANIES INC | 50,737 | -7 | $9,665 |
TRV | 50,737 | -7 | $9,665 |
ACCENTURE PLC IRELAND | 27,094 | -2,107 | $9,508 |
ACN | 27,094 | -2,107 | $9,508 |
SIMON PPTY GROUP INC NEW | 66,411 | +539 | $9,473 |
SPG | 66,411 | +539 | $9,473 |
BLACKSTONE INC | 71,465 | -376 | $9,356 |
BX | 71,465 | -376 | $9,356 |
TRUIST FINL CORP | 244,254 | +62,658 | $9,018 |
TFC | 244,254 | +62,658 | $9,018 |
ADOBE INC | 14,685 | +1,718 | $8,761 |
ADBE | 14,685 | +1,718 | $8,761 |
SOUTHERN CO | 124,025 | -2,397 | $8,697 |
SO | 124,025 | -2,397 | $8,697 |
VANGUARD BD INDEX FDS (BND) | 117,126 | +63,252 | $8,412 |
BND | 117,126 | +63,252 | $8,412 |
INTERNATIONAL BUSINESS MACHS | 48,859 | +396 | $7,991 |
IBM | 48,859 | +396 | $7,991 |
VANECK ETF TRUST (PPH) | 98,473 | +49,423 | $7,939 |
PPH | 98,473 | +49,423 | $7,939 |
LINDE PLC | 19,309 | +166 | $7,931 |
LIN | 19,309 | +166 | $7,931 |
ABBOTT LABS | 71,549 | -3,987 | $7,875 |
ABT | 71,549 | -3,987 | $7,875 |
SALESFORCE INC | 29,531 | -578 | $7,771 |
CRM | 29,531 | -578 | $7,771 |
EXPEDITORS INTL WASH INC | 58,838 | -3,737 | $7,484 |
EXPD | 58,838 | -3,737 | $7,484 |
PARKER HANNIFIN CORP | 16,234 | +1,243 | $7,479 |
PH | 16,234 | +1,243 | $7,479 |
VANGUARD INDEX FDS (VTV) | 51,536 | +26,862 | $7,419 |
VTV | 51,536 | +26,862 | $7,419 |
VANGUARD CHARLOTTE FDS (BNDX) | 152,323 | +72,762 | $7,397 |
BNDX | 152,323 | +72,762 | $7,397 |
NEXTERA ENERGY INC | 119,562 | +9,141 | $7,262 |
NEE | 119,562 | +9,141 | $7,262 |
L3HARRIS TECHNOLOGIES INC | 34,114 | -1,745 | $7,185 |
LHX | 34,114 | -1,745 | $7,185 |
INVESCO EXCHANGE TRADED FD T (RSP) | 45,329 | +13,646 | $7,153 |
RSP | 45,329 | +13,646 | $7,153 |
MERCK & CO INC | 64,272 | -11,695 | $7,007 |
MRK | 64,272 | -11,695 | $7,007 |
THERMO FISHER SCIENTIFIC INC | 13,160 | +2,691 | $6,912 |
TMO | 13,160 | +2,691 | $6,912 |
BROADRIDGE FINL SOLUTIONS IN | 33,206 | -3,000 | $6,832 |
BR | 33,206 | -3,000 | $6,832 |
NOVO NORDISK A S | 65,891 | +6,435 | $6,816 |
NVO | 65,891 | +6,435 | $6,816 |
BOEING CO | 25,997 | -1,045 | $6,776 |
BA | 25,997 | -1,045 | $6,776 |
PALO ALTO NETWORKS INC | 22,799 | +158 | $6,723 |
PANW | 22,799 | +158 | $6,723 |
AMGEN INC | 23,023 | +282 | $6,631 |
AMGN | 23,023 | +282 | $6,631 |
AMERICAN EXPRESS CO | 34,534 | +726 | $6,470 |
AXP | 34,534 | +726 | $6,470 |
VERIZON COMMUNICATIONS INC | 171,393 | -6,048 | $6,419 |
VZ | 171,393 | -6,048 | $6,419 |
ISHARES TR (SGOV) | 61,919 | +13,019 | $6,209 |
SGOV | 61,919 | +13,019 | $6,209 |
IDEX CORP | 28,197 | UNCH | $6,122 |
IEX | 28,197 | UNCH | $6,122 |
QUALCOMM INC | 40,719 | +1,747 | $5,889 |
QCOM | 40,719 | +1,747 | $5,889 |
PHILIP MORRIS INTL INC | 60,444 | +2,830 | $5,687 |
PM | 60,444 | +2,830 | $5,687 |
GENERAL DYNAMICS CORP | 21,797 | +1,347 | $5,660 |
GD | 21,797 | +1,347 | $5,660 |
FIRST TR EXCHANGE TRADED FD (LMBS) | 113,962 | +1,217 | $5,507 |
LMBS | 113,962 | +1,217 | $5,507 |
S&P GLOBAL INC | 12,335 | +230 | $5,434 |
SPGI | 12,335 | +230 | $5,434 |
T MOBILE US INC | 33,343 | +2,191 | $5,346 |
TMUS | 33,343 | +2,191 | $5,346 |
SUPER MICRO COMPUTER INC | 18,532 | +4,097 | $5,268 |
SMCI | 18,532 | +4,097 | $5,268 |
ALTRIA GROUP INC | 130,288 | -4,194 | $5,256 |
MO | 130,288 | -4,194 | $5,256 |
INTUIT | 8,376 | +61 | $5,235 |
INTU | 8,376 | +61 | $5,235 |
FS KKR CAP CORP | 261,720 | +23,253 | $5,227 |
FSK | 261,720 | +23,253 | $5,227 |
MONDELEZ INTL INC | 72,007 | +495 | $5,215 |
MDLZ | 72,007 | +495 | $5,215 |
DISNEY WALT CO | 57,529 | -572 | $5,194 |
DIS | 57,529 | -572 | $5,194 |
CVS HEALTH CORP | 64,957 | +155 | $5,129 |
CVS | 64,957 | +155 | $5,129 |
PAYPAL HLDGS INC | 81,845 | +29,850 | $5,026 |
PYPL | 81,845 | +29,850 | $5,026 |
TARGET CORP | 36,327 | +5,654 | $4,978 |
TGT | 36,327 | +5,654 | $4,978 |
UNITED RENTALS INC | 8,943 | +1,213 | $4,965 |
URI | 8,943 | +1,213 | $4,965 |
NIKE INC | 45,650 | +2,185 | $4,956 |
NKE | 45,650 | +2,185 | $4,956 |
PFIZER INC | 166,207 | -8,607 | $4,785 |
PFE | 166,207 | -8,607 | $4,785 |
DELTA AIR LINES INC DEL | 118,201 | +56,498 | $4,755 |
DAL | 118,201 | +56,498 | $4,755 |
DIMENSIONAL ETF TRUST (DFUS) | 91,423 | +11,678 | $4,738 |
DFUS | 91,423 | +11,678 | $4,738 |
TEXAS INSTRS INC | 27,813 | +6,066 | $4,673 |
TXN | 27,813 | +6,066 | $4,673 |
CHIPOTLE MEXICAN GRILL INC | 1,984 | +8 | $4,537 |
CMG | 1,984 | +8 | $4,537 |
FIRST TR EXCHANGE TRADED FD (FXO) | 104,758 | +675 | $4,535 |
FXO | 104,758 | +675 | $4,535 |
COMCAST CORP NEW | 103,217 | +33,447 | $4,526 |
CMCSA | 103,217 | +33,447 | $4,526 |
PACCAR INC | 45,878 | +51 | $4,480 |
PCAR | 45,878 | +51 | $4,480 |
VANGUARD WORLD FD (MGC) | 27,870 | +13,935 | $4,475 |
MGC | 27,870 | +13,935 | $4,475 |
MEDTRONIC PLC | 54,090 | -2,353 | $4,456 |
MDT | 54,090 | -2,353 | $4,456 |
ASML HOLDING N V | 5,824 | +2,135 | $4,408 |
ASML | 5,824 | +2,135 | $4,408 |
AIR PRODS & CHEMS INC | 15,991 | +926 | $4,378 |
APD | 15,991 | +926 | $4,378 |
STARBUCKS CORP | 45,337 | +516 | $4,353 |
SBUX | 45,337 | +516 | $4,353 |
MICRON TECHNOLOGY INC | 49,698 | -5,032 | $4,241 |
MU | 49,698 | -5,032 | $4,241 |
ELEVANCE HEALTH INC | 8,918 | +40 | $4,206 |
ELV | 8,918 | +40 | $4,206 |
PHILLIPS 66 | 31,564 | +811 | $4,202 |
PSX | 31,564 | +811 | $4,202 |
CISCO SYS INC | 81,794 | -1,397 | $4,132 |
CSCO | 81,794 | -1,397 | $4,132 |
ISHARES TR (ITOT) | 39,230 | +910 | $4,128 |
ITOT | 39,230 | +910 | $4,128 |
FIRST TR EXCHANGE TRADED FD (FBT) | 25,893 | +164 | $4,093 |
FBT | 25,893 | +164 | $4,093 |
SEVEN HILLS REALTY TRUST | 312,882 | -62,980 | $4,049 |
SEVN | 312,882 | -62,980 | $4,049 |
FIRST TR EXCHANGE TRADED FD (FXG) | 63,863 | +510 | $4,029 |
FXG | 63,863 | +510 | $4,029 |
WELLS FARGO CO NEW | $4,021 | ||
WFC | 69,393 | -1,200 | $3,348 |
WFC.PRL | 578 | +227 | $673 |
AT&T INC | 236,473 | -17,100 | $3,968 |
T | 236,473 | -17,100 | $3,968 |
SHERWIN WILLIAMS CO | 12,538 | -1,498 | $3,911 |
SHW | 12,538 | -1,498 | $3,911 |
FIRST TR VALUE LINE DIVID IN (FVD) | 96,305 | +711 | $3,906 |
FVD | 96,305 | +711 | $3,906 |
INTEL CORP | 76,545 | -5,847 | $3,846 |
INTC | 76,545 | -5,847 | $3,846 |
OAKTREE SPECIALTY LENDING CO | 182,386 | -2,430 | $3,724 |
OCSL | 182,386 | -2,430 | $3,724 |
SPDR S&P 500 ETF TR (SPY) | 7,827 | +1,745 | $3,720 |
SPY | 7,827 | +1,745 | $3,720 |
TJX COS INC NEW | 39,320 | +5,887 | $3,652 |
TJX | 39,320 | +5,887 | $3,652 |
OCCIDENTAL PETE CORP | 60,659 | -8,679 | $3,622 |
OXY | 60,659 | -8,679 | $3,622 |
APPLIED MATLS INC | 22,151 | +370 | $3,590 |
AMAT | 22,151 | +370 | $3,590 |
SCHWAB CHARLES FAMILY FD | $3,542 | ||
AMT TAX FREE MNY | 3,542,120 | -440,151 | $3,542 |
FEDEX CORP | 13,851 | +423 | $3,504 |
FDX | 13,851 | +423 | $3,504 |
MORGAN STANLEY | 37,026 | -1,402 | $3,453 |
MS | 37,026 | -1,402 | $3,453 |
SERVICENOW INC | 4,857 | +61 | $3,431 |
NOW | 4,857 | +61 | $3,431 |
SCHWAB STRATEGIC TR | 41,279 | +4,922 | $3,425 |
SCHG | 41,279 | +4,922 | $3,425 |
DEERE & CO | 8,482 | -744 | $3,392 |
DE | 8,482 | -744 | $3,392 |
CLOROX CO DEL | 23,749 | -1,577 | $3,386 |
CLX | 23,749 | -1,577 | $3,386 |
IRON MTN INC DEL | 48,322 | -428 | $3,382 |
IRM | 48,322 | -428 | $3,382 |
CARNIVAL CORP | 182,194 | +93,787 | $3,378 |
CCL | 182,194 | +93,787 | $3,378 |
CSX CORP | 95,867 | -39,463 | $3,324 |
CSX | 95,867 | -39,463 | $3,324 |
BROWN & BROWN INC | 46,496 | -5,065 | $3,306 |
BRO | 46,496 | -5,065 | $3,306 |
DESCARTES SYS GROUP INC | 38,934 | UNCH | $3,273 |
DSGX | 38,934 | UNCH | $3,273 |
AFLAC INC | 39,479 | -5,975 | $3,257 |
AFL | 39,479 | -5,975 | $3,257 |
INTUITIVE SURGICAL INC | 9,647 | -86 | $3,254 |
ISRG | 9,647 | -86 | $3,254 |
SCHWAB STRATEGIC TR | 58,400 | +1,711 | $3,251 |
SCHB | 58,400 | +1,711 | $3,251 |
VANGUARD INTL EQUITY INDEX F (VWO) | 80,896 | +41,377 | $3,250 |
VWO | 80,896 | +41,377 | $3,250 |
ISHARES TR (IVV) | 6,799 | -113 | $3,247 |
IVV | 6,799 | -113 | $3,247 |
ENERGY TRANSFER L P | 232,773 | +12,967 | $3,212 |
ET | 232,773 | +12,967 | $3,212 |
ENBRIDGE INC | 88,364 | +605 | $3,183 |
ENB | 88,364 | +605 | $3,183 |
ORACLE CORP | 29,777 | -2,213 | $3,139 |
ORCL | 29,777 | -2,213 | $3,139 |
ANALOG DEVICES INC | 15,790 | -664 | $3,135 |
ADI | 15,790 | -664 | $3,135 |
VANGUARD INDEX FDS (VBR) | 18,449 | +9,288 | $3,133 |
VBR | 18,449 | +9,288 | $3,133 |
RTX CORPORATION | 37,041 | -4,386 | $3,117 |
RTX | 37,041 | -4,386 | $3,117 |
ENTERPRISE PRODS PARTNERS L | 114,968 | -2,307 | $3,029 |
EPD | 114,968 | -2,307 | $3,029 |
AUTOMATIC DATA PROCESSING IN | 12,766 | +952 | $2,974 |
ADP | 12,766 | +952 | $2,974 |
EATON CORP PLC | 12,266 | +1,219 | $2,954 |
ETN | 12,266 | +1,219 | $2,954 |
DOMINION ENERGY INC | 62,504 | +10,730 | $2,938 |
D | 62,504 | +10,730 | $2,938 |
BERKLEY W R CORP | 41,452 | +3,293 | $2,932 |
WRB | 41,452 | +3,293 | $2,932 |
CLOUDFLARE INC | 35,106 | +725 | $2,923 |
NET | 35,106 | +725 | $2,923 |
BLACKROCK INC | 3,565 | +43 | $2,894 |
BLK | 3,565 | +43 | $2,894 |
DOVER CORP | 18,505 | -2,217 | $2,846 |
DOV | 18,505 | -2,217 | $2,846 |
VERISK ANALYTICS INC | 11,823 | +204 | $2,824 |
VRSK | 11,823 | +204 | $2,824 |
NORTHROP GRUMMAN CORP | 6,017 | +54 | $2,817 |
NOC | 6,017 | +54 | $2,817 |
UBS GROUP AG | 90,189 | -3,900 | $2,787 |
UBS | 90,189 | -3,900 | $2,787 |
GENUINE PARTS CO | 19,697 | -1,380 | $2,728 |
GPC | 19,697 | -1,380 | $2,728 |
PIONEER NAT RES CO | 12,104 | +458 | $2,722 |
PXD | 12,104 | +458 | $2,722 |
EMERSON ELEC CO | 27,882 | -3,802 | $2,714 |
EMR | 27,882 | -3,802 | $2,714 |
THE TRADE DESK INC | 37,386 | +2,621 | $2,690 |
TTD | 37,386 | +2,621 | $2,690 |
BWX TECHNOLOGIES INC | 34,670 | +595 | $2,660 |
BWXT | 34,670 | +595 | $2,660 |
CHENIERE ENERGY INC | 15,469 | +45 | $2,641 |
LNG | 15,469 | +45 | $2,641 |
TEXTRON INC | 32,493 | +729 | $2,613 |
TXT | 32,493 | +729 | $2,613 |
EOG RES INC | 21,557 | +1,341 | $2,607 |
EOG | 21,557 | +1,341 | $2,607 |
VALERO ENERGY CORP | 20,053 | +934 | $2,607 |
VLO | 20,053 | +934 | $2,607 |
CHURCH & DWIGHT CO INC | 27,552 | -3,085 | $2,605 |
CHD | 27,552 | -3,085 | $2,605 |
NUCOR CORP | 14,840 | -535 | $2,583 |
NUE | 14,840 | -535 | $2,583 |
KIMBERLY CLARK CORP | 21,098 | -1,716 | $2,564 |
KMB | 21,098 | -1,716 | $2,564 |
PALANTIR TECHNOLOGIES INC | 148,482 | +112,268 | $2,549 |
PLTR | 148,482 | +112,268 | $2,549 |
XPO INC | 30,276 | +9,318 | $2,531 |
XPO | 30,276 | +9,318 | $2,531 |
COLGATE PALMOLIVE CO | 31,736 | -5,678 | $2,530 |
CL | 31,736 | -5,678 | $2,530 |
ISHARES TR (IJR) | 22,850 | -162 | $2,474 |
IJR | 22,850 | -162 | $2,474 |
VALE S A | 154,983 | +5,562 | $2,458 |
VALE | 154,983 | +5,562 | $2,458 |
RITHM CAPITAL CORP | 230,008 | +20,937 | $2,456 |
RITM | 230,008 | +20,937 | $2,456 |
PNC FINL SVCS GROUP INC | 15,818 | +191 | $2,449 |
PNC | 15,818 | +191 | $2,449 |
SHOPIFY INC | 31,210 | +3,204 | $2,431 |
SHOP | 31,210 | +3,204 | $2,431 |
ROYAL BK CDA | 23,948 | +19,900 | $2,422 |
RY | 23,948 | +19,900 | $2,422 |
SOUTHSTATE CORPORATION | 28,350 | -67 | $2,394 |
SSB | 28,350 | -67 | $2,394 |
GENERAL ELECTRIC CO | 18,725 | +4,169 | $2,390 |
GE | 18,725 | +4,169 | $2,390 |
CITIGROUP INC | 46,240 | +1,663 | $2,379 |
C | 46,240 | +1,663 | $2,379 |
SPDR SER TR (KRE) | 44,917 | UNCH | $2,355 |
KRE | 44,917 | UNCH | $2,355 |
BIOGEN INC | 9,051 | +363 | $2,342 |
BIIB | 9,051 | +363 | $2,342 |
LIVENT CORP | 130,024 | +130,024 | $2,338 |
LTHM | 130,024 | +130,024 | $2,338 |
VANGUARD INDEX FDS (VB) | 11,364 | +5,685 | $2,287 |
VB | 11,364 | +5,685 | $2,287 |
REPUBLIC SVCS INC | 13,810 | -4,071 | $2,277 |
RSG | 13,810 | -4,071 | $2,277 |
MCCORMICK & CO INC | 33,204 | -5,205 | $2,272 |
MKC | 33,204 | -5,205 | $2,272 |
CROWDSTRIKE HLDGS INC | 8,614 | -78 | $2,199 |
CRWD | 8,614 | -78 | $2,199 |
BOOKING HOLDINGS INC | 613 | +12 | $2,176 |
BKNG | 613 | +12 | $2,176 |
FIRST TR EXCHANGE TRADED FD (FSIG) | 114,347 | +1,161 | $2,168 |
FSIG | 114,347 | +1,161 | $2,168 |
DORCHESTER MINERALS LP | 67,100 | -1,700 | $2,136 |
DMLP | 67,100 | -1,700 | $2,136 |
RLI CORP | 15,892 | +628 | $2,116 |
RLI | 15,892 | +628 | $2,116 |
NORFOLK SOUTHN CORP | 8,902 | +771 | $2,104 |
NSC | 8,902 | +771 | $2,104 |
3M CO | 19,109 | -4,970 | $2,089 |
MMM | 19,109 | -4,970 | $2,089 |
BECTON DICKINSON & CO | 8,533 | -2,780 | $2,081 |
BDX | 8,533 | -2,780 | $2,081 |
GOLDMAN SACHS GROUP INC | 5,386 | -621 | $2,078 |
GS | 5,386 | -621 | $2,078 |
ISHARES TR (IEFA) | 29,314 | -12 | $2,062 |
IEFA | 29,314 | -12 | $2,062 |
FIRST CMNTY CORP S C | 93,489 | +113 | $2,013 |
FCCO | 93,489 | +113 | $2,013 |
VANGUARD SCOTTSDALE FDS (VTC) | 26,688 | +13,344 | $2,001 |
VTC | 26,688 | +13,344 | $2,001 |
ULTA BEAUTY INC | 4,074 | -227 | $1,996 |
ULTA | 4,074 | -227 | $1,996 |
BP PLC | 56,234 | -3,366 | $1,991 |
BP | 56,234 | -3,366 | $1,991 |
AMERICAN ELEC PWR CO INC | 24,188 | +1,866 | $1,965 |
AEP | 24,188 | +1,866 | $1,965 |
DOW INC | 35,293 | -283 | $1,935 |
DOW | 35,293 | -283 | $1,935 |
SYNOPSYS INC | 3,756 | -84 | $1,934 |
SNPS | 3,756 | -84 | $1,934 |
NETEASE INC | 20,420 | +20,420 | $1,902 |
NTES | 20,420 | +20,420 | $1,902 |
DEVON ENERGY CORP NEW | 41,833 | +12,067 | $1,895 |
DVN | 41,833 | +12,067 | $1,895 |
VANGUARD SPECIALIZED FUNDS (VIG) | 11,572 | +5,809 | $1,885 |
VIG | 11,572 | +5,809 | $1,885 |
TEXAS PACIFIC LAND CORPORATI | 1,194 | -28 | $1,878 |
TPL | 1,194 | -28 | $1,878 |
US BANCORP DEL | 43,121 | -6,839 | $1,866 |
USB | 43,121 | -6,839 | $1,866 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 50,743 | +9,287 | $1,821 |
FDL | 50,743 | +9,287 | $1,821 |
LXP INDUSTRIAL TRUST | 182,447 | -1,740 | $1,810 |
LXP | 182,447 | -1,740 | $1,810 |
ISHARES TR (IXUS) | 27,709 | -32 | $1,799 |
IXUS | 27,709 | -32 | $1,799 |
STRYKER CORPORATION | 5,993 | -102 | $1,795 |
SYK | 5,993 | -102 | $1,795 |
DUPONT DE NEMOURS INC | 23,266 | -3,672 | $1,790 |
DD | 23,266 | -3,672 | $1,790 |
ZSCALER INC | 7,996 | -2,259 | $1,772 |
ZS | 7,996 | -2,259 | $1,772 |
MPLX LP | 48,242 | +847 | $1,771 |
MPLX | 48,242 | +847 | $1,771 |
AXIS CAP HLDGS LTD | 31,905 | -204 | $1,767 |
AXS | 31,905 | -204 | $1,767 |
UBER TECHNOLOGIES INC | 27,982 | -1,456 | $1,723 |
UBER | 27,982 | -1,456 | $1,723 |
GENERAL MLS INC | 26,408 | -769 | $1,720 |
GIS | 26,408 | -769 | $1,720 |
SCHWAB CHARLES CORP | 24,905 | +1,016 | $1,713 |
SCHW | 24,905 | +1,016 | $1,713 |
GAMBLING COM GROUP LIMITED | 175,198 | -86 | $1,708 |
GAMB | 175,198 | -86 | $1,708 |
SUNCOR ENERGY INC NEW | 53,192 | +53,192 | $1,704 |
SU | 53,192 | +53,192 | $1,704 |
PRICE T ROWE GROUP INC | 15,596 | -4,490 | $1,680 |
TROW | 15,596 | -4,490 | $1,680 |
BRISTOL MYERS SQUIBB CO | 32,345 | -3,595 | $1,660 |
BMY | 32,345 | -3,595 | $1,660 |
LTC PPTYS INC | 51,127 | +2,389 | $1,642 |
LTC | 51,127 | +2,389 | $1,642 |
CONSOLIDATED EDISON INC | 18,028 | -3,149 | $1,640 |
ED | 18,028 | -3,149 | $1,640 |
METLIFE INC | 24,210 | -201 | $1,601 |
MET | 24,210 | -201 | $1,601 |
LAM RESEARCH CORP | 2,042 | +157 | $1,599 |
LRCX | 2,042 | +157 | $1,599 |
WEC ENERGY GROUP INC | 18,949 | -400 | $1,595 |
WEC | 18,949 | -400 | $1,595 |
SCHWAB STRATEGIC TR | 20,938 | -3,354 | $1,594 |
SCHD | 20,938 | -3,354 | $1,594 |
FREEPORT MCMORAN INC | 36,974 | -42,005 | $1,574 |
FCX | 36,974 | -42,005 | $1,574 |
GXO LOGISTICS INCORPORATED | 25,515 | +3,010 | $1,560 |
GXO | 25,515 | +3,010 | $1,560 |
WYNN RESORTS LTD | 17,051 | +1,781 | $1,554 |
WYNN | 17,051 | +1,781 | $1,554 |
QUANTA SVCS INC | 7,182 | +3,641 | $1,550 |
PWR | 7,182 | +3,641 | $1,550 |
PRUDENTIAL FINL INC | 14,880 | -1,476 | $1,543 |
PRU | 14,880 | -1,476 | $1,543 |
MFA FINL INC | 136,523 | +25,665 | $1,539 |
MFA | 136,523 | +25,665 | $1,539 |
FIRST CTZNS BANCSHARES INC N (FCNCA) | 1,079 | -138 | $1,531 |
FCNCA | 1,079 | -138 | $1,531 |
FORD MTR CO DEL | 125,513 | +3,630 | $1,530 |
F | 125,513 | +3,630 | $1,530 |
OREILLY AUTOMOTIVE INC | 1,610 | +9 | $1,530 |
ORLY | 1,610 | +9 | $1,530 |
SAP SE | 9,850 | -483 | $1,523 |
SAP | 9,850 | -483 | $1,523 |
BOOZ ALLEN HAMILTON HLDG COR | 11,885 | -108 | $1,520 |
BAH | 11,885 | -108 | $1,520 |
ROPER TECHNOLOGIES INC | 2,756 | -492 | $1,503 |
ROP | 2,756 | -492 | $1,503 |
SYSCO CORP | 20,326 | -4,483 | $1,486 |
SYY | 20,326 | -4,483 | $1,486 |
KRAFT HEINZ CO | 40,042 | -15,524 | $1,481 |
KHC | 40,042 | -15,524 | $1,481 |
ARCHER DANIELS MIDLAND CO | 20,363 | +1,223 | $1,471 |
ADM | 20,363 | +1,223 | $1,471 |
SILGAN HLDGS INC | 32,440 | UNCH | $1,468 |
SLGN | 32,440 | UNCH | $1,468 |
IDEXX LABS INC | 2,638 | +550 | $1,464 |
IDXX | 2,638 | +550 | $1,464 |
VULCAN MATLS CO | 6,411 | +73 | $1,455 |
VMC | 6,411 | +73 | $1,455 |
MOSAIC CO NEW | 40,004 | +40,004 | $1,429 |
MOS | 40,004 | +40,004 | $1,429 |
SCHWAB STRATEGIC TR | 38,572 | -797 | $1,426 |
SCHF | 38,572 | -797 | $1,426 |
FRANKLIN RESOURCES INC | 47,567 | -9,033 | $1,417 |
BEN | 47,567 | -9,033 | $1,417 |
MARRIOTT INTL INC NEW | 6,231 | +129 | $1,405 |
MAR | 6,231 | +129 | $1,405 |
KLA CORP | 2,416 | +48 | $1,404 |
KLAC | 2,416 | +48 | $1,404 |
SEAGATE TECHNOLOGY HLDNGS PL | 16,222 | +12,587 | $1,385 |
STX | 16,222 | +12,587 | $1,385 |
TAIWAN SEMICONDUCTOR MFG LTD | 13,087 | -399 | $1,361 |
TSM | 13,087 | -399 | $1,361 |
TECHNIPFMC PLC | 66,259 | -2,255 | $1,334 |
FTI | 66,259 | -2,255 | $1,334 |
INVESCO QQQ TR | 3,229 | +1,486 | $1,322 |
QQQ | 3,229 | +1,486 | $1,322 |
AMER SOFTWARE INC | 116,923 | +3,320 | $1,321 |
AMSWA | 116,923 | +3,320 | $1,321 |
COTERRA ENERGY INC | 50,583 | -3,623 | $1,291 |
CTRA | 50,583 | -3,623 | $1,291 |
PPG INDS INC | 8,439 | -2,114 | $1,262 |
PPG | 8,439 | -2,114 | $1,262 |
ISHARES TR (IJH) | 4,545 | -150 | $1,260 |
IJH | 4,545 | -150 | $1,260 |
CANADIAN PACIFIC KANSAS CITY | 15,731 | -1,521 | $1,244 |
CP | 15,731 | -1,521 | $1,244 |
GILEAD SCIENCES INC | 15,353 | +975 | $1,244 |
GILD | 15,353 | +975 | $1,244 |
PROLOGIS INC. | 9,334 | -768 | $1,244 |
PLD | 9,334 | -768 | $1,244 |
SHELL PLC | 18,907 | -343 | $1,244 |
SHEL | 18,907 | -343 | $1,244 |
MICROSTRATEGY INC | 1,959 | +65 | $1,237 |
MSTR | 1,959 | +65 | $1,237 |
DTE ENERGY CO | 10,959 | -811 | $1,208 |
DTE | 10,959 | -811 | $1,208 |
ALBEMARLE CORP | 8,285 | +796 | $1,197 |
ALB | 8,285 | +796 | $1,197 |
BLACK STONE MINERALS L P | 74,437 | UNCH | $1,188 |
BSM | 74,437 | UNCH | $1,188 |
REALTY INCOME CORP | 20,379 | -3,593 | $1,170 |
O | 20,379 | -3,593 | $1,170 |
STANLEY BLACK & DECKER INC | 11,931 | -868 | $1,170 |
SWK | 11,931 | -868 | $1,170 |
DELUXE CORP | 53,696 | +53,696 | $1,152 |
DLX | 53,696 | +53,696 | $1,152 |
ISHARES SILVER TR (SLV) | 52,882 | -3,183 | $1,152 |
SLV | 52,882 | -3,183 | $1,152 |
KINDER MORGAN INC DEL | 65,100 | +7,912 | $1,148 |
KMI | 65,100 | +7,912 | $1,148 |
SOUTHWEST AIRLS CO | 39,490 | -6,499 | $1,140 |
LUV | 39,490 | -6,499 | $1,140 |
FIDELITY COVINGTON TRUST | 20,791 | -318 | $1,130 |
FQAL | 20,791 | -318 | $1,130 |
CVR PARTNERS LP | 17,071 | +1,377 | $1,118 |
UAN | 17,071 | +1,377 | $1,118 |
YUM BRANDS INC | 8,521 | -128 | $1,113 |
YUM | 8,521 | -128 | $1,113 |
ONEOK INC NEW | 15,828 | +1,729 | $1,111 |
OKE | 15,828 | +1,729 | $1,111 |
TRANE TECHNOLOGIES PLC | 4,553 | +2 | $1,111 |
TT | 4,553 | +2 | $1,111 |
ISHARES TR (IJK) | 13,917 | -33 | $1,103 |
IJK | 13,917 | -33 | $1,103 |
PLAINS ALL AMERN PIPELINE L | 72,764 | UNCH | $1,102 |
PAA | 72,764 | UNCH | $1,102 |
COCA COLA EUROPACIFIC PARTNE | 16,502 | -788 | $1,101 |
CCEP | 16,502 | -788 | $1,101 |
KKR & CO INC | 13,273 | -999 | $1,100 |
KKR | 13,273 | -999 | $1,100 |
CENTRAL GARDEN & PET CO | 21,600 | UNCH | $1,082 |
CENT | 21,600 | UNCH | $1,082 |
WELLTOWER INC | 11,949 | +19 | $1,077 |
WELL | 11,949 | +19 | $1,077 |
FISERV INC | 8,071 | +8,071 | $1,072 |
FI | 8,071 | +8,071 | $1,072 |
MARATHON PETE CORP | 7,165 | +1,400 | $1,063 |
MPC | 7,165 | +1,400 | $1,063 |
WALGREENS BOOTS ALLIANCE INC | 40,327 | -2,058 | $1,053 |
WBA | 40,327 | -2,058 | $1,053 |
CINCINNATI FINL CORP | 10,151 | -3,029 | $1,050 |
CINF | 10,151 | -3,029 | $1,050 |
AUTODESK INC | 4,294 | -90 | $1,045 |
ADSK | 4,294 | -90 | $1,045 |
AMERIPRISE FINL INC | 2,749 | +391 | $1,044 |
AMP | 2,749 | +391 | $1,044 |
RIO TINTO PLC | 13,928 | +5,152 | $1,037 |
RIO | 13,928 | +5,152 | $1,037 |
SL GREEN RLTY CORP | 22,930 | +22,930 | $1,036 |
SLG | 22,930 | +22,930 | $1,036 |
SOUTHWESTERN ENERGY CO | 158,120 | -17,534 | $1,036 |
SWN | 158,120 | -17,534 | $1,036 |
C H ROBINSON WORLDWIDE INC | 11,902 | +204 | $1,028 |
CHRW | 11,902 | +204 | $1,028 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 18,467 | -6,579 | $1,015 |
JEPI | 18,467 | -6,579 | $1,015 |
FORTINET INC | 17,304 | -44,101 | $1,013 |
FTNT | 17,304 | -44,101 | $1,013 |
DIMENSIONAL ETF TRUST (DFAI) | 35,242 | +167 | $1,009 |
DFAI | 35,242 | +167 | $1,009 |
LULULEMON ATHLETICA INC | 1,962 | +588 | $1,003 |
LULU | 1,962 | +588 | $1,003 |
VANGUARD INDEX FDS (VUG) | 3,432 | +1,716 | $1,001 |
VUG | 3,432 | +1,716 | $1,001 |
CARDINAL HEALTH INC | 9,849 | -3,193 | $993 |
CAH | 9,849 | -3,193 | $993 |
HUBSPOT INC | 1,705 | -47 | $990 |
HUBS | 1,705 | -47 | $990 |
CUMMINS INC | 4,066 | +819 | $974 |
CMI | 4,066 | +819 | $974 |
ECOLAB INC | 4,869 | -2,128 | $966 |
ECL | 4,869 | -2,128 | $966 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 7,511 | -69 | $965 |
ICE | 7,511 | -69 | $965 |
TE CONNECTIVITY LTD | 6,845 | -1,155 | $962 |
TEL | 6,845 | -1,155 | $962 |
ZOETIS INC | 4,829 | +2,320 | $953 |
ZTS | 4,829 | +2,320 | $953 |
PAYCHEX INC | 7,883 | -638 | $939 |
PAYX | 7,883 | -638 | $939 |
NVR INC | 134 | +6 | $938 |
NVR | 134 | +6 | $938 |
KROGER CO | 20,480 | +4,928 | $936 |
KR | 20,480 | +4,928 | $936 |
NXP SEMICONDUCTORS N V | 4,035 | +94 | $927 |
NXPI | 4,035 | +94 | $927 |
MERCADOLIBRE INC | 586 | +7 | $921 |
MELI | 586 | +7 | $921 |
VANECK ETF TRUST (ANGL) | 32,870 | +16,339 | $918 |
ANGL | 32,870 | +16,339 | $918 |
LPL FINL HLDGS INC | 4,008 | -921 | $912 |
LPLA | 4,008 | -921 | $912 |
CF INDS HLDGS INC | 11,431 | +3 | $909 |
CF | 11,431 | +3 | $909 |
CALUMET SPECIALTY PRODS PART | 50,412 | +5,150 | $901 |
CLMT | 50,412 | +5,150 | $901 |
TEXAS ROADHOUSE INC | 7,364 | -300 | $900 |
TXRH | 7,364 | -300 | $900 |
ENTERGY CORP NEW | 8,783 | +365 | $889 |
ETR | 8,783 | +365 | $889 |
DELL TECHNOLOGIES INC | 11,482 | -1,417 | $878 |
DELL | 11,482 | -1,417 | $878 |
DIGITAL RLTY TR INC | 6,519 | -105 | $877 |
DLR | 6,519 | -105 | $877 |
COCA COLA CONS INC | 932 | -44 | $865 |
COKE | 932 | -44 | $865 |
INTERFACE INC | 67,511 | +1 | $852 |
TILE | 67,511 | +1 | $852 |
INTERCONTINENTAL HOTELS GROU | 9,261 | -100 | $844 |
IHG | 9,261 | -100 | $844 |
AIRBNB INC | 6,188 | +363 | $842 |
ABNB | 6,188 | +363 | $842 |
VANGUARD INDEX FDS (VO) | 3,808 | +1,908 | $840 |
VO | 3,808 | +1,908 | $840 |
CHESAPEAKE ENERGY CORP | 10,871 | +2,700 | $836 |
CHK | 10,871 | +2,700 | $836 |
TAKE TWO INTERACTIVE SOFTWAR | 5,163 | -247 | $831 |
TTWO | 5,163 | -247 | $831 |
FEDERAL RLTY INVT TR NEW | 7,974 | -2,572 | $822 |
FRT | 7,974 | -2,572 | $822 |
FIRST HORIZON CORPORATION | 57,760 | +3,976 | $818 |
FHN | 57,760 | +3,976 | $818 |
DIMENSIONAL ETF TRUST (DFAX) | 33,410 | +11,370 | $816 |
DFAX | 33,410 | +11,370 | $816 |
SOUTHERN COPPER CORP | 9,401 | +9,401 | $809 |
SCCO | 9,401 | +9,401 | $809 |
REGIONS FINANCIAL CORP NEW | 40,951 | -1,345 | $794 |
RF | 40,951 | -1,345 | $794 |
GRAINGER W W INC | 944 | -445 | $782 |
GWW | 944 | -445 | $782 |
MOODYS CORP | 2,001 | -396 | $782 |
MCO | 2,001 | -396 | $782 |
OCEANFIRST FINL CORP | 45,020 | UNCH | $782 |
OCFC | 45,020 | UNCH | $782 |
LEGGETT & PLATT INC | 29,779 | -5,167 | $779 |
LEG | 29,779 | -5,167 | $779 |
COINBASE GLOBAL INC | 4,476 | +110 | $778 |
COIN | 4,476 | +110 | $778 |
MARVELL TECHNOLOGY INC | 12,890 | +1,995 | $777 |
MRVL | 12,890 | +1,995 | $777 |
ISHARES TR (ISCF) | 24,093 | -265 | $774 |
ISCF | 24,093 | -265 | $774 |
ROYAL CARIBBEAN GROUP | 5,958 | -2,266 | $772 |
RCL | 5,958 | -2,266 | $772 |
AFFIRM HLDGS INC | 15,456 | +15,456 | $760 |
AFRM | 15,456 | +15,456 | $760 |
BHP GROUP LTD | 11,082 | -470 | $757 |
BHP | 11,082 | -470 | $757 |
FIRSTENERGY CORP | 20,502 | -228 | $752 |
FE | 20,502 | -228 | $752 |
DRAFTKINGS INC NEW | 21,299 | -4,071 | $751 |
DKNG | 21,299 | -4,071 | $751 |
AMERICAN TOWER CORP NEW | 3,474 | -386 | $750 |
AMT | 3,474 | -386 | $750 |
DATADOG INC | 6,162 | -4 | $748 |
DDOG | 6,162 | -4 | $748 |
DOCUSIGN INC | 12,458 | +3 | $741 |
DOCU | 12,458 | +3 | $741 |
GSK PLC | 19,973 | -1,949 | $740 |
GSK | 19,973 | -1,949 | $740 |
MANULIFE FINL CORP | 33,397 | -1,802 | $738 |
MFC | 33,397 | -1,802 | $738 |
WORLD GOLD TR | 18,843 | +10,160 | $734 |
GLDM | 18,843 | +10,160 | $734 |
DANAHER CORPORATION | 3,166 | -1,398 | $732 |
DHR | 3,166 | -1,398 | $732 |
ELECTRONIC ARTS INC | 5,284 | +2,076 | $723 |
EA | 5,284 | +2,076 | $723 |
CME GROUP INC | 3,389 | +3,389 | $714 |
CME | 3,389 | +3,389 | $714 |
DOLLAR TREE INC | 5,005 | -6,444 | $711 |
DLTR | 5,005 | -6,444 | $711 |
WP CAREY INC | 10,940 | -4,291 | $709 |
WPC | 10,940 | -4,291 | $709 |
SMITH A O CORP | 8,552 | -4,248 | $705 |
AOS | 8,552 | -4,248 | $705 |
FIDELITY NATL INFORMATION SV | 11,524 | -75 | $692 |
FIS | 11,524 | -75 | $692 |
ALLSTATE CORP | 4,933 | +471 | $691 |
ALL | 4,933 | +471 | $691 |
ATMOS ENERGY CORP | 5,933 | -1,862 | $688 |
ATO | 5,933 | -1,862 | $688 |
RXO INC | 29,576 | +6,101 | $688 |
RXO | 29,576 | +6,101 | $688 |
CONSTELLATION BRANDS INC | 2,808 | -332 | $679 |
STZ | 2,808 | -332 | $679 |
HALLIBURTON CO | 18,603 | -12,596 | $673 |
HAL | 18,603 | -12,596 | $673 |
SPDR SER TR (SPYG) | 10,288 | +4,051 | $669 |
SPYG | 10,288 | +4,051 | $669 |
MARATHON OIL CORP | 27,298 | +27,298 | $660 |
MRO | 27,298 | +27,298 | $660 |
ISHARES TR (IWM) | $657 | ||
IWM | 3,330 | UNCH | $668 |
Put | 11,100 | +11,100 | $11 |
NOVANTA INC | 3,903 | -41 | $657 |
NOVT | 3,903 | -41 | $657 |
SONY GROUP CORP | 6,940 | -646 | $657 |
SONY | 6,940 | -646 | $657 |
CHEMED CORP NEW | 1,116 | -31 | $653 |
CHE | 1,116 | -31 | $653 |
STONECO LTD | 36,126 | +36,126 | $651 |
STNE | 36,126 | +36,126 | $651 |
SUN LIFE FINANCIAL INC. | 12,456 | UNCH | $646 |
SLF | 12,456 | UNCH | $646 |
KENVUE INC | 29,901 | +29,901 | $644 |
KVUE | 29,901 | +29,901 | $644 |
AMCOR PLC | 66,489 | -26,907 | $641 |
AMCR | 66,489 | -26,907 | $641 |
INGERSOLL RAND INC | 8,238 | -46 | $637 |
IR | 8,238 | -46 | $637 |
BRIGHTHOUSE FINL INC | 12,010 | -2,072 | $636 |
BHF | 12,010 | -2,072 | $636 |
MGM RESORTS INTERNATIONAL | 14,205 | -1,448 | $635 |
MGM | 14,205 | -1,448 | $635 |
TRACTOR SUPPLY CO | 2,955 | +301 | $635 |
TSCO | 2,955 | +301 | $635 |
SOUTHERN MO BANCORP INC | 11,855 | UNCH | $633 |
SMBC | 11,855 | UNCH | $633 |
ISHARES TR (EFA) | 8,384 | -250 | $632 |
EFA | 8,384 | -250 | $632 |
HUMANA INC | 1,380 | +1 | $632 |
HUM | 1,380 | +1 | $632 |
OLIN CORP | 11,715 | -300 | $632 |
OLN | 11,715 | -300 | $632 |
GENERAL MTRS CO | 17,535 | +60 | $630 |
GM | 17,535 | +60 | $630 |
EQUINOR ASA | 19,748 | +100 | $625 |
EQNR | 19,748 | +100 | $625 |
FASTENAL CO | 9,602 | +410 | $622 |
FAST | 9,602 | +410 | $622 |
CROWN HLDGS INC | 6,736 | -250 | $620 |
CCK | 6,736 | -250 | $620 |
DOLLAR GEN CORP NEW | 4,538 | -658 | $617 |
DG | 4,538 | -658 | $617 |
CAMPING WORLD HLDGS INC | 23,446 | -450 | $616 |
CWH | 23,446 | -450 | $616 |
ALLIANT ENERGY CORP | 12,014 | -1,784 | $616 |
LNT | 12,014 | -1,784 | $616 |
VANGUARD WORLD FDS (VGT) | 1,270 | +1,270 | $615 |
VGT | 1,270 | +1,270 | $615 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,200 | UNCH | $609 |
MDY | 1,200 | UNCH | $609 |
EQT CORP | 15,577 | +679 | $602 |
EQT | 15,577 | +679 | $602 |
SMUCKER J M CO | 4,764 | +527 | $602 |
SJM | 4,764 | +527 | $602 |
FUTU HLDGS LTD | 11,000 | +11,000 | $601 |
FUTU | 11,000 | +11,000 | $601 |
ALIBABA GROUP HLDG LTD | 7,669 | -1,470 | $594 |
BABA | 7,669 | -1,470 | $594 |
ATLASSIAN CORPORATION | 2,494 | -197 | $593 |
TEAM | 2,494 | -197 | $593 |
CAPITAL ONE FINL CORP | 4,508 | +50 | $591 |
COF | 4,508 | +50 | $591 |
GREENLIGHT CAPITAL RE LTD | 51,787 | +4,200 | $591 |
GLRE | 51,787 | +4,200 | $591 |
TREX CO INC | 7,049 | +32 | $584 |
TREX | 7,049 | +32 | $584 |
PENTAIR PLC | 8,016 | -5,529 | $583 |
PNR | 8,016 | -5,529 | $583 |
CRANE COMPANY | 4,916 | UNCH | $581 |
CR | 4,916 | UNCH | $581 |
ISHARES GOLD TR (IAU) | 14,863 | +683 | $580 |
IAU | 14,863 | +683 | $580 |
VENTAS INC | 11,628 | -858 | $580 |
VTR | 11,628 | -858 | $580 |
VERTEX PHARMACEUTICALS INC | 1,412 | +80 | $575 |
VRTX | 1,412 | +80 | $575 |
LIVE NATION ENTERTAINMENT IN | 6,126 | -1,614 | $573 |
LYV | 6,126 | -1,614 | $573 |
MONGODB INC | 1,394 | -56 | $570 |
MDB | 1,394 | -56 | $570 |
VANGUARD SCOTTSDALE FDS (VCIT) | 7,243 | +3,779 | $570 |
VCIT | 7,243 | +3,779 | $570 |
CROWN CASTLE INC | 4,921 | +2,169 | $567 |
CCI | 4,921 | +2,169 | $567 |
BLOCK INC | 7,322 | +1 | $566 |
SQ | 7,322 | +1 | $566 |
EXELON CORP | 15,725 | -1,327 | $565 |
EXC | 15,725 | -1,327 | $565 |
HORMEL FOODS CORP | 17,293 | -2,893 | $555 |
HRL | 17,293 | -2,893 | $555 |
AXON ENTERPRISE INC | 2,130 | -79 | $550 |
AXON | 2,130 | -79 | $550 |
LSB INDS INC | 59,063 | -300 | $550 |
LXU | 59,063 | -300 | $550 |
ROKU INC | 5,991 | -426 | $549 |
ROKU | 5,991 | -426 | $549 |
PROGRESSIVE CORP | 3,438 | +64 | $548 |
PGR | 3,438 | +64 | $548 |
SCHLUMBERGER LTD | 10,351 | +2,323 | $539 |
SLB | 10,351 | +2,323 | $539 |
JETBLUE AWYS CORP | 96,165 | +500 | $534 |
JBLU | 96,165 | +500 | $534 |
COPART INC | 10,829 | -288 | $531 |
CPRT | 10,829 | -288 | $531 |
ANTERO RESOURCES CORP | 23,361 | +13,650 | $530 |
AR | 23,361 | +13,650 | $530 |
DUTCH BROS INC | 16,677 | +245 | $528 |
BROS | 16,677 | +245 | $528 |
PPL CORP | 19,427 | +1,190 | $526 |
PPL | 19,427 | +1,190 | $526 |
NORDSON CORP | 1,983 | +45 | $524 |
NDSN | 1,983 | +45 | $524 |
GE HEALTHCARE TECHNOLOGIES I | 6,762 | +401 | $523 |
GEHC | 6,762 | +401 | $523 |
VICI PPTYS INC | 16,368 | -1,160 | $522 |
VICI | 16,368 | -1,160 | $522 |
XYLEM INC | 4,523 | -82 | $517 |
XYL | 4,523 | -82 | $517 |
OKTA INC | 5,687 | -8 | $515 |
OKTA | 5,687 | -8 | $515 |
SPDR SER TR (SPMD) | 11,125 | +5,563 | $515 |
SPMD | 11,125 | +5,563 | $515 |
SHOCKWAVE MED INC | 2,685 | -154 | $512 |
SWAV | 2,685 | -154 | $512 |
ENPHASE ENERGY INC | 3,851 | -12,272 | $509 |
ENPH | 3,851 | -12,272 | $509 |
ROBLOX CORP | 11,099 | -752 | $507 |
RBLX | 11,099 | -752 | $507 |
MURPHY OIL CORP | 11,766 | +2 | $502 |
MUR | 11,766 | +2 | $502 |
PHILLIPS EDISON & CO INC | 13,765 | +3,283 | $502 |
PECO | 13,765 | +3,283 | $502 |
CONSTELLATION ENERGY CORP | 4,259 | -401 | $498 |
CEG | 4,259 | -401 | $498 |
CHURCHILL DOWNS INC | 3,675 | UNCH | $496 |
CHDN | 3,675 | UNCH | $496 |
GLOBAL PMTS INC | 3,906 | -45 | $496 |
GPN | 3,906 | -45 | $496 |
ESSEX PPTY TR INC | 1,960 | -914 | $486 |
ESS | 1,960 | -914 | $486 |
MGE ENERGY INC | 6,713 | -826 | $485 |
MGEE | 6,713 | -826 | $485 |
PUBLIC SVC ENTERPRISE GRP IN | 7,920 | -27 | $484 |
PEG | 7,920 | -27 | $484 |
FLUOR CORP NEW | 12,289 | +500 | $481 |
FLR | 12,289 | +500 | $481 |
LABORATORY CORP AMER HLDGS | 2,105 | +448 | $478 |
LH | 2,105 | +448 | $478 |
ETSY INC | 5,785 | -221 | $469 |
ETSY | 5,785 | -221 | $469 |
NOVARTIS AG | 4,598 | +350 | $464 |
NVS | 4,598 | +350 | $464 |
DEXCOM INC | 3,721 | -13 | $462 |
DXCM | 3,721 | -13 | $462 |
TORONTO DOMINION BK ONT | 7,144 | -4,882 | $462 |
TD | 7,144 | -4,882 | $462 |
AMERICAN INTL GROUP INC | 6,806 | +686 | $461 |
AIG | 6,806 | +686 | $461 |
JACKSON FINANCIAL INC | 9,004 | -5,393 | $461 |
JXN | 9,004 | -5,393 | $461 |
TOTALENERGIES SE | 6,827 | -1,136 | $460 |
TTE | 6,827 | -1,136 | $460 |
WILLIAMS COS INC | 13,169 | +3,770 | $459 |
WMB | 13,169 | +3,770 | $459 |
ANAVEX LIFE SCIENCES CORP | 47,644 | +4,500 | $444 |
AVXL | 47,644 | +4,500 | $444 |
BROWN FORMAN CORP | $444 | ||
BF.B | 7,781 | -2,640 | $444 |
THE CIGNA GROUP | 1,481 | +169 | $444 |
CI | 1,481 | +169 | $444 |
APPFOLIO INC | 2,557 | -16 | $443 |
APPF | 2,557 | -16 | $443 |
WEST PHARMACEUTICAL SVSC INC | 1,245 | -882 | $438 |
WST | 1,245 | -882 | $438 |
SPDR SER TR (SPTI) | 15,228 | +15,228 | $435 |
SPTI | 15,228 | +15,228 | $435 |
MCKESSON CORP | 936 | -83 | $433 |
MCK | 936 | -83 | $433 |
SNOWFLAKE INC | 2,175 | -643 | $433 |
SNOW | 2,175 | -643 | $433 |
ONEMAIN HLDGS INC | 8,746 | UNCH | $430 |
OMF | 8,746 | UNCH | $430 |
SCHWAB STRATEGIC TR | 5,712 | -296 | $430 |
SCHM | 5,712 | -296 | $430 |
EVERSOURCE ENERGY | 6,880 | -322 | $425 |
ES | 6,880 | -322 | $425 |
CADENCE DESIGN SYSTEM INC | 1,541 | +21 | $420 |
CDNS | 1,541 | +21 | $420 |
GARTNER INC | 927 | -124 | $418 |
IT | 927 | -124 | $418 |
LUCID GROUP INC | 99,337 | +33,982 | $418 |
LCID | 99,337 | +33,982 | $418 |
TOYOTA MOTOR CORP | 2,277 | +188 | $418 |
TM | 2,277 | +188 | $418 |
COSTAR GROUP INC | 4,755 | +4,755 | $416 |
CSGP | 4,755 | +4,755 | $416 |
SNAP ON INC | 1,422 | UNCH | $411 |
SNA | 1,422 | UNCH | $411 |
QUEST DIAGNOSTICS INC | 2,951 | -423 | $407 |
DGX | 2,951 | -423 | $407 |
ISHARES TR (SHY) | 4,947 | -6,742 | $406 |
SHY | 4,947 | -6,742 | $406 |
PRINCIPAL FINANCIAL GROUP IN | 5,130 | +524 | $404 |
PFG | 5,130 | +524 | $404 |
DARDEN RESTAURANTS INC | 2,454 | -4,135 | $403 |
DRI | 2,454 | -4,135 | $403 |
HARTFORD FINL SVCS GROUP INC | 5,015 | -216 | $403 |
HIG | 5,015 | -216 | $403 |
PAYCOM SOFTWARE INC | 1,931 | +79 | $399 |
PAYC | 1,931 | +79 | $399 |
WALKER & DUNLOP INC | 3,570 | -175 | $396 |
WD | 3,570 | -175 | $396 |
SPDR SER TR (SPYV) | 8,457 | +8,457 | $394 |
SPYV | 8,457 | +8,457 | $394 |
CAVA GROUP INC | 9,152 | +9,152 | $393 |
CAVA | 9,152 | +9,152 | $393 |
BROOKFIELD CORP | 9,707 | -26 | $389 |
BN | 9,707 | -26 | $389 |
KINSALE CAP GROUP INC | 1,153 | -58 | $386 |
KNSL | 1,153 | -58 | $386 |
SEMPRA | 5,148 | -562 | $385 |
SRE | 5,148 | -562 | $385 |
XCEL ENERGY INC | 6,207 | +3 | $384 |
XEL | 6,207 | +3 | $384 |
CHEMOURS CO | 12,014 | +12,014 | $379 |
CC | 12,014 | +12,014 | $379 |
VANGUARD BD INDEX FDS (BSV) | 4,893 | +4,893 | $377 |
BSV | 4,893 | +4,893 | $377 |
WESTROCK CO | 9,089 | -3 | $377 |
WRK | 9,089 | -3 | $377 |
AMERICAN WTR WKS CO INC NEW | 2,852 | -356 | $376 |
AWK | 2,852 | -356 | $376 |
CORNING INC | 12,340 | -681 | $376 |
GLW | 12,340 | -681 | $376 |
ISHARES TR (IJJ) | 3,290 | UNCH | $375 |
IJJ | 3,290 | UNCH | $375 |
SUNOCO LP SUNOCO FIN CORP | 6,232 | -335 | $373 |
SUN | 6,232 | -335 | $373 |
E L F BEAUTY INC | 2,575 | +2,575 | $372 |
ELF | 2,575 | +2,575 | $372 |
LYONDELLBASELL INDUSTRIES N | 3,887 | -66 | $370 |
LYB | 3,887 | -66 | $370 |
VEEVA SYS INC | 1,919 | -24 | $369 |
VEEV | 1,919 | -24 | $369 |
FIRST BANCORP N C | 9,899 | -350 | $366 |
FBNC | 9,899 | -350 | $366 |
FIDELITY COVINGTON TRUST | 8,203 | +120 | $366 |
FSTA | 8,203 | +120 | $366 |
CORTEVA INC | 7,619 | -894 | $365 |
CTVA | 7,619 | -894 | $365 |
AVERY DENNISON CORP | 1,803 | +21 | $364 |
AVY | 1,803 | +21 | $364 |
LAMAR ADVERTISING CO NEW | 3,425 | -136 | $364 |
LAMR | 3,425 | -136 | $364 |
NEWMONT CORP | 8,774 | -2,669 | $363 |
NEM | 8,774 | -2,669 | $363 |
PETROLEO BRASILEIRO SA PETRO | $362 | ||
PBR.A | 23,700 | UNCH | $362 |
FORTUNE BRANDS INNOVATIONS I | 4,700 | -44 | $358 |
FBIN | 4,700 | -44 | $358 |
CBRE GROUP INC | 3,828 | -899 | $356 |
CBRE | 3,828 | -899 | $356 |
BRITISH AMERN TOB PLC | 12,083 | -2,208 | $354 |
BTI | 12,083 | -2,208 | $354 |
WORKDAY INC | 1,283 | +20 | $354 |
WDAY | 1,283 | +20 | $354 |
NEXSTAR MEDIA GROUP INC | 2,254 | UNCH | $353 |
NXST | 2,254 | UNCH | $353 |
JOHN HANCOCK EXCHANGE TRADED (JHMM) | 6,677 | +6,677 | $352 |
JHMM | 6,677 | +6,677 | $352 |
APPIAN CORP | 9,180 | -765 | $346 |
APPN | 9,180 | -765 | $346 |
KELLANOVA | 6,182 | -649 | $346 |
K | 6,182 | -649 | $346 |
HOLOGIC INC | 4,828 | +1,073 | $345 |
HOLX | 4,828 | +1,073 | $345 |
ISHARES TR (IWS) | 2,968 | UNCH | $345 |
IWS | 2,968 | UNCH | $345 |
WINGSTOP INC | 1,345 | +30 | $345 |
WING | 1,345 | +30 | $345 |
CARRIER GLOBAL CORPORATION | 5,939 | -1 | $341 |
CARR | 5,939 | -1 | $341 |
PENSKE AUTOMOTIVE GRP INC | 2,124 | UNCH | $341 |
PAG | 2,124 | UNCH | $341 |
PEABODY ENERGY CORP | 13,935 | UNCH | $339 |
BTU | 13,935 | UNCH | $339 |
HILTON WORLDWIDE HLDGS INC | 1,861 | +422 | $339 |
HLT | 1,861 | +422 | $339 |
SCHWAB STRATEGIC TR | 6,499 | +43 | $339 |
SCHP | 6,499 | +43 | $339 |
AMERICAN AIRLS GROUP INC | 24,558 | -1,414 | $337 |
AAL | 24,558 | -1,414 | $337 |
CRISPR THERAPEUTICS AG | 5,362 | -9,894 | $336 |
CRSP | 5,362 | -9,894 | $336 |
PINTEREST INC | 9,035 | -766 | $335 |
PINS | 9,035 | -766 | $335 |
SCHWAB STRATEGIC TR | 4,777 | -460 | $335 |
SCHV | 4,777 | -460 | $335 |
CAPITAL CITY BK GROUP INC | 11,319 | -5,688 | $333 |
CCBG | 11,319 | -5,688 | $333 |
SPOTIFY TECHNOLOGY S A | 1,761 | +1,761 | $331 |
SPOT | 1,761 | +1,761 | $331 |
LINCOLN NATL CORP IND | 12,247 | +12,247 | $330 |
LNC | 12,247 | +12,247 | $330 |
IQVIA HLDGS INC | 1,423 | -55 | $329 |
IQV | 1,423 | -55 | $329 |
OLD DOMINION FREIGHT LINE IN | 811 | +93 | $329 |
ODFL | 811 | +93 | $329 |
MSCI INC | 575 | +114 | $325 |
MSCI | 575 | +114 | $325 |
DOMINOS PIZZA INC | 785 | UNCH | $324 |
DPZ | 785 | UNCH | $324 |
EDISON INTL | 4,530 | -170 | $324 |
EIX | 4,530 | -170 | $324 |
ISHARES TR (QUAL) | 2,199 | +147 | $324 |
QUAL | 2,199 | +147 | $324 |
JPMORGAN CHASE & CO | 12,742 | +2,146 | $323 |
AMJ | 12,742 | +2,146 | $323 |
US FOODS HLDG CORP | 7,104 | UNCH | $323 |
USFD | 7,104 | UNCH | $323 |
SCHWAB STRATEGIC TR | 6,623 | +6,623 | $321 |
SCHO | 6,623 | +6,623 | $321 |
MARSH & MCLENNAN COS INC | 1,682 | -111 | $319 |
MMC | 1,682 | -111 | $319 |
UNILEVER PLC | 6,533 | +33 | $317 |
UL | 6,533 | +33 | $317 |
STAG INDL INC | 8,060 | +238 | $316 |
STAG | 8,060 | +238 | $316 |
BORGWARNER INC | 8,774 | +353 | $315 |
BWA | 8,774 | +353 | $315 |
CANADIAN NATL RY CO | 2,498 | +63 | $314 |
CNI | 2,498 | +63 | $314 |
JABIL INC | 2,455 | +9 | $313 |
JBL | 2,455 | +9 | $313 |
WHIRLPOOL CORP | 2,536 | -55 | $309 |
WHR | 2,536 | -55 | $309 |
PACER FDS TR | 5,899 | -26 | $307 |
COWZ | 5,899 | -26 | $307 |
STEEL DYNAMICS INC | 2,558 | +389 | $302 |
STLD | 2,558 | +389 | $302 |
CRANE NXT CO | 5,301 | +1 | $301 |
CXT | 5,301 | +1 | $301 |
ISHARES TR (MBB) | 3,188 | +268 | $300 |
MBB | 3,188 | +268 | $300 |
AERCAP HOLDINGS NV | 4,021 | UNCH | $299 |
AER | 4,021 | UNCH | $299 |
STEREOTAXIS INC | 169,805 | +68,500 | $297 |
STXS | 169,805 | +68,500 | $297 |
SOLAREDGE TECHNOLOGIES INC | 3,124 | -449 | $292 |
SEDG | 3,124 | -449 | $292 |
JOHNSON CTLS INTL PLC | 5,046 | -282 | $291 |
JCI | 5,046 | -282 | $291 |
LANCASTER COLONY CORP | 1,752 | -285 | $291 |
LANC | 1,752 | -285 | $291 |
MONSTER BEVERAGE CORP NEW | 5,045 | +5,045 | $291 |
MNST | 5,045 | +5,045 | $291 |
TWILIO INC | 3,834 | -185 | $291 |
TWLO | 3,834 | -185 | $291 |
MID AMER APT CMNTYS INC | 2,153 | -125 | $289 |
MAA | 2,153 | -125 | $289 |
GLOBAL X FDS | 7,298 | +792 | $288 |
XYLD | 7,298 | +792 | $288 |
CONSOL ENERGY INC NEW | 2,822 | +350 | $284 |
CEIX | 2,822 | +350 | $284 |
DIGITALBRIDGE GROUP INC | 16,054 | -1,022 | $282 |
DBRG | 16,054 | -1,022 | $282 |
GARMIN LTD | 2,191 | -16 | $282 |
GRMN | 2,191 | -16 | $282 |
BANK NEW YORK MELLON CORP | 5,397 | -34 | $281 |
BK | 5,397 | -34 | $281 |
SNAP INC | 16,566 | -892 | $280 |
SNAP | 16,566 | -892 | $280 |
DIAMONDBACK ENERGY INC | 1,800 | +1,800 | $279 |
FANG | 1,800 | +1,800 | $279 |
DT MIDSTREAM INC | 5,061 | -43 | $277 |
DTM | 5,061 | -43 | $277 |
HUNTINGTON BANCSHARES INC (HBAN) | 21,603 | -2,760 | $275 |
HBAN | 21,603 | -2,760 | $275 |
AMER STATES WTR CO | 3,413 | -766 | $274 |
AWR | 3,413 | -766 | $274 |
BANK MONTREAL QUE | 2,769 | UNCH | $274 |
BMO | 2,769 | UNCH | $274 |
EQUINIX INC | 339 | -14 | $273 |
EQIX | 339 | -14 | $273 |
RPM INTL INC | 2,449 | -73 | $273 |
RPM | 2,449 | -73 | $273 |
ISHARES TR (IWF) | 897 | -12 | $272 |
IWF | 897 | -12 | $272 |
BITFARMS LTD | 93,000 | +50,000 | $271 |
BITF | 93,000 | +50,000 | $271 |
D R HORTON INC | 1,777 | -183 | $270 |
DHI | 1,777 | -183 | $270 |
SCHWAB STRATEGIC TR | 4,762 | UNCH | $269 |
SCHX | 4,762 | UNCH | $269 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 8,212 | +8,212 | $269 |
SDVY | 8,212 | +8,212 | $269 |
UPSTART HLDGS INC | 6,569 | +6,569 | $268 |
UPST | 6,569 | +6,569 | $268 |
ITT INC | 2,240 | -20 | $267 |
ITT | 2,240 | -20 | $267 |
BALL CORP | 4,630 | -456 | $266 |
BALL | 4,630 | -456 | $266 |
HESS CORP | 1,836 | UNCH | $265 |
HES | 1,836 | UNCH | $265 |
FIFTH THIRD BANCORP | 7,668 | +7,668 | $264 |
FITB | 7,668 | +7,668 | $264 |
ZIMMER BIOMET HOLDINGS INC | 2,166 | -357 | $264 |
ZBH | 2,166 | -357 | $264 |
FIRST SOLAR INC | 1,519 | -167 | $262 |
FSLR | 1,519 | -167 | $262 |
SKECHERS U S A INC | 4,174 | UNCH | $260 |
SKX | 4,174 | UNCH | $260 |
HARBOR ETF TRUST (HGER) | 12,368 | +3,492 | $259 |
HGER | 12,368 | +3,492 | $259 |
ISHARES INC (IEMG) | 5,115 | +60 | $259 |
IEMG | 5,115 | +60 | $259 |
WEYERHAEUSER CO MTN BE | 7,455 | UNCH | $259 |
WY | 7,455 | UNCH | $259 |
ALLETE INC | 4,213 | +249 | $258 |
ALE | 4,213 | +249 | $258 |
HCA HEALTHCARE INC | 948 | +72 | $257 |
HCA | 948 | +72 | $257 |
MADISON SQUARE GRDN SPRT COR | 1,411 | +1,411 | $257 |
MSGS | 1,411 | +1,411 | $257 |
SPDR DOW JONES INDL AVERAGE (DIA) | 680 | +680 | $256 |
DIA | 680 | +680 | $256 |
FLOWERS FOODS INC | 11,294 | -12 | $254 |
FLO | 11,294 | -12 | $254 |
ISHARES TR (IWB) | 952 | UNCH | $250 |
IWB | 952 | UNCH | $250 |
SCHWAB STRATEGIC TR | 5,269 | -1,136 | $249 |
SCHA | 5,269 | -1,136 | $249 |
OMNICOM GROUP INC | 2,870 | -226 | $248 |
OMC | 2,870 | -226 | $248 |
ASTRAZENECA PLC | 3,673 | -245 | $247 |
AZN | 3,673 | -245 | $247 |
EQUIFAX INC | 991 | +991 | $245 |
EFX | 991 | +991 | $245 |
SYNCHRONY FINANCIAL | 6,414 | +6,414 | $245 |
SYF | 6,414 | +6,414 | $245 |
COGNEX CORP | 5,811 | -470 | $243 |
CGNX | 5,811 | -470 | $243 |
INVESCO DB COMMDY INDX TRCK | 11,043 | +11,043 | $243 |
DBC | 11,043 | +11,043 | $243 |
PULTE GROUP INC | 2,354 | +2,354 | $243 |
PHM | 2,354 | +2,354 | $243 |
RIVIAN AUTOMOTIVE INC | 10,379 | +1,160 | $243 |
RIVN | 10,379 | +1,160 | $243 |
AVANGRID INC | 7,403 | UNCH | $240 |
AGR | 7,403 | UNCH | $240 |
BOSTON OMAHA CORP | 15,278 | -876 | $240 |
BOC | 15,278 | -876 | $240 |
ISHARES TR (GOVT) | 10,368 | -1,683 | $239 |
GOVT | 10,368 | -1,683 | $239 |
MASIMO CORP | 2,036 | +2,036 | $239 |
MASI | 2,036 | +2,036 | $239 |
WARNER BROS DISCOVERY INC | 21,041 | -7,147 | $239 |
WBD | 21,041 | -7,147 | $239 |
CELSIUS HLDGS INC | 4,296 | +4,296 | $234 |
CELH | 4,296 | +4,296 | $234 |
ARCH CAP GROUP LTD | 3,133 | -226 | $233 |
ACGL | 3,133 | -226 | $233 |
SCHWAB STRATEGIC TR | 6,865 | +123 | $232 |
FNDF | 6,865 | +123 | $232 |
RAYONIER INC | 6,927 | +6,927 | $231 |
RYN | 6,927 | +6,927 | $231 |
AUTOZONE INC | 89 | -1 | $230 |
AZO | 89 | -1 | $230 |
CRH PLC | 3,310 | +3,310 | $229 |
CRH | 3,310 | +3,310 | $229 |
VANGUARD INDEX FDS (VOE) | 1,582 | +1,582 | $229 |
VOE | 1,582 | +1,582 | $229 |
BOSTON SCIENTIFIC CORP | 3,946 | +3,946 | $228 |
BSX | 3,946 | +3,946 | $228 |
SANOFI | 4,580 | -9,532 | $228 |
SNY | 4,580 | -9,532 | $228 |
ZOOM VIDEO COMMUNICATIONS IN | 3,151 | -631 | $227 |
ZM | 3,151 | -631 | $227 |
ALLIANCEBERNSTEIN HLDG L P | 7,295 | -707 | $226 |
AB | 7,295 | -707 | $226 |
CONAGRA BRANDS INC | 7,902 | +603 | $226 |
CAG | 7,902 | +603 | $226 |
ISHARES TR (IWD) | 1,366 | -22 | $226 |
IWD | 1,366 | -22 | $226 |
PERION NETWORK LTD | 7,300 | -3,660 | $225 |
PERI | 7,300 | -3,660 | $225 |
R1 RCM INC | 21,310 | -189 | $225 |
RCM | 21,310 | -189 | $225 |
BUILDERS FIRSTSOURCE INC | 1,344 | +1,344 | $224 |
BLDR | 1,344 | +1,344 | $224 |
OTTER TAIL CORP | 2,621 | +2,621 | $223 |
OTTR | 2,621 | +2,621 | $223 |
AON PLC | 758 | -78 | $221 |
AON | 758 | -78 | $221 |
UNIVERSAL CORP VA | 3,264 | +3,264 | $220 |
UVV | 3,264 | +3,264 | $220 |
PUBLIC STORAGE | 718 | +718 | $219 |
PSA | 718 | +718 | $219 |
VANGUARD SCOTTSDALE FDS (VGSH) | 3,759 | UNCH | $217 |
VGSH | 3,759 | UNCH | $217 |
ANNALY CAPITAL MANAGEMENT IN | 11,107 | +11,107 | $215 |
NLY | 11,107 | +11,107 | $215 |
SOFI TECHNOLOGIES INC | 21,542 | +3,963 | $214 |
SOFI | 21,542 | +3,963 | $214 |
ANSYS INC | 586 | +586 | $213 |
ANSS | 586 | +586 | $213 |
LLOYDS BANKING GROUP PLC | 88,566 | -887 | $212 |
LYG | 88,566 | -887 | $212 |
ISHARES TR (LQD) | 1,910 | -51 | $211 |
LQD | 1,910 | -51 | $211 |
PENUMBRA INC | 838 | -68 | $211 |
PEN | 838 | -68 | $211 |
UNITY SOFTWARE INC | 5,162 | +5,162 | $211 |
U | 5,162 | +5,162 | $211 |
AMERICAN FINL GROUP INC OHIO | 1,769 | -28 | $210 |
AFG | 1,769 | -28 | $210 |
POLARIS INC | 2,211 | UNCH | $210 |
PII | 2,211 | UNCH | $210 |
ZETA GLOBAL HOLDINGS CORP | 23,646 | -1,085 | $209 |
ZETA | 23,646 | -1,085 | $209 |
PGIM ETF TR (PULS) | 4,215 | -6,501 | $208 |
PULS | 4,215 | -6,501 | $208 |
FERRARI N V | 614 | +614 | $208 |
RACE | 614 | +614 | $208 |
SELECT SECTOR SPDR TR (XLE) | 2,471 | +2,471 | $207 |
XLE | 2,471 | +2,471 | $207 |
EAST WEST BANCORP INC | 2,833 | +2,833 | $204 |
EWBC | 2,833 | +2,833 | $204 |
MDU RES GROUP INC | 10,308 | +10,308 | $204 |
MDU | 10,308 | +10,308 | $204 |
TENCENT MUSIC ENTMT GROUP | 21,415 | UNCH | $193 |
TME | 21,415 | UNCH | $193 |
VIATRIS INC | 17,327 | +1,442 | $188 |
VTRS | 17,327 | +1,442 | $188 |
REDFIN CORP | 15,286 | -191 | $158 |
RDFN | 15,286 | -191 | $158 |
LITHIUM AMERS CORP NEW | 23,660 | +11,767 | $151 |
LAC | 23,660 | +11,767 | $151 |
KEYCORP | 10,433 | -10,292 | $150 |
KEY | 10,433 | -10,292 | $150 |
TRANSOCEAN LTD | 22,215 | -6,350 | $141 |
RIG | 22,215 | -6,350 | $141 |
CHIMERA INVT CORP | 27,909 | -4,708 | $139 |
CIM | 27,909 | -4,708 | $139 |
ARCOS DORADOS HOLDINGS INC | 10,493 | -28,309 | $133 |
ARCO | 10,493 | -28,309 | $133 |
JOBY AVIATION INC | 20,047 | -2 | $133 |
JOBY | 20,047 | -2 | $133 |
FS CREDIT OPPORTUNITIES CORP | 23,076 | UNCH | $131 |
FSCO | 23,076 | UNCH | $131 |
HALEON PLC | 15,653 | +15,653 | $129 |
HLN | 15,653 | +15,653 | $129 |
QUAD GRAPHICS INC | 23,566 | -5,500 | $128 |
QUAD | 23,566 | -5,500 | $128 |
TILRAY BRANDS INC | 51,115 | -26,478 | $118 |
TLRY | 51,115 | -26,478 | $118 |
HARROW INC | 10,278 | UNCH | $115 |
HROW | 10,278 | UNCH | $115 |
ALTIMMUNE INC | 10,000 | +10,000 | $112 |
ALT | 10,000 | +10,000 | $112 |
NU HLDGS LTD | 11,900 | +11,900 | $99 |
NU | 11,900 | +11,900 | $99 |
FORIAN INC | 25,491 | +3,000 | $75 |
FORA | 25,491 | +3,000 | $75 |
GALECTIN THERAPEUTICS INC | 36,100 | UNCH | $60 |
GALT | 36,100 | UNCH | $60 |
HANESBRANDS INC | 13,488 | +3,378 | $60 |
HBI | 13,488 | +3,378 | $60 |
FUBOTV INC | 16,831 | -257 | $54 |
FUBO | 16,831 | -257 | $54 |
CHARGEPOINT HOLDINGS INC | 19,945 | +5,085 | $47 |
CHPT | 19,945 | +5,085 | $47 |
PLUG POWER INC | 10,004 | +10,004 | $45 |
PLUG | 10,004 | +10,004 | $45 |
MARTIN MIDSTREAM PRTNRS L P | 17,107 | -483 | $41 |
MMLP | 17,107 | -483 | $41 |
PMV PHARMACEUTICALS INC | 12,500 | +12,500 | $39 |
PMVP | 12,500 | +12,500 | $39 |
AMMO INC | 15,523 | -3,190 | $33 |
POWW | 15,523 | -3,190 | $33 |
ATLANTIC AMERN CORP | 13,101 | +13,101 | $32 |
AAME | 13,101 | +13,101 | $32 |
ESPERION THERAPEUTICS INC NE | 10,000 | UNCH | $30 |
ESPR | 10,000 | UNCH | $30 |
KNIGHTSCOPE INC | 46,050 | +3,200 | $28 |
KSCP | 46,050 | +3,200 | $28 |
OATLY GROUP AB | 23,518 | +23,518 | $28 |
OTLY | 23,518 | +23,518 | $28 |
SOUNDHOUND AI INC | 13,000 | +13,000 | $28 |
SOUN | 13,000 | +13,000 | $28 |
FUELCELL ENERGY INC | 14,152 | +14,152 | $23 |
FCEL | 14,152 | +14,152 | $23 |
NIKOLA CORP | 21,597 | +5,997 | $19 |
NKLA | 21,597 | +5,997 | $19 |
AKOUSTIS TECHNOLOGIES INC | 13,548 | +2,300 | $11 |
AKTS | 13,548 | +2,300 | $11 |
TELLURIAN INC NEW | 14,042 | -4,250 | $11 |
TELL | 14,042 | -4,250 | $11 |
INUVO INC | 10,033 | UNCH | $4 |
INUV | 10,033 | UNCH | $4 |
ELECTRAMECCANICA VEHS CORP | 10,000 | +0 | $3 |
SOLO | 10,000 | UNCH | $3 |
AEHR TEST SYS | $0 (exited) | ||
AEHR | 0 | -5,010 | $0 |
ACTIVISION BLIZZARD INC | $0 (exited) | ||
ATVI | 0 | -11,066 | $0 |
BROOKFIELD INFRAST PARTNERS | $0 (exited) | ||
BIP | 0 | -7,003 | $0 |
ANHEUSER BUSCH INBEV SA NV | $0 (exited) | ||
BUD | 0 | -13,419 | $0 |
BLACKSTONE MTG TR INC | $0 (exited) | ||
BXMT | 0 | -9,507 | $0 |
AVID BIOSERVICES INC | $0 (exited) | ||
CDMO | 0 | -18,848 | $0 |
CLEVELAND CLIFFS INC NEW | $0 (exited) | ||
CLF | 0 | -82,395 | $0 |
EDITAS MEDICINE INC | $0 (exited) | ||
EDIT | 0 | -10,348 | $0 |
ISHARES TR | $0 (exited) | ||
EEM | 0 | -5,353 | $0 |
LAUDER ESTEE COS INC | $0 (exited) | ||
EL | 0 | -1,386 | $0 |
FISERV INC | $0 (exited) | ||
FISV | 0 | -8,080 | $0 |
FOOT LOCKER INC | $0 (exited) | ||
FL | 0 | -37,723 | $0 |
FRANCO NEV CORP | $0 (exited) | ||
FNV | 0 | -1,612 | $0 |
GAN LTD | $0 (exited) | ||
GAN | 0 | -15,150 | $0 |
BARRICK GOLD CORP | $0 (exited) | ||
GOLD | 0 | -12,235 | $0 |
HEWLETT PACKARD ENTERPRISE C | $0 (exited) | ||
HPE | 0 | -11,005 | $0 |
HUT 8 MNG CORP | $0 (exited) | ||
HUT | 0 | -13,561 | $0 |
ILLUMINA INC | $0 (exited) | ||
ILMN | 0 | -1,595 | $0 |
J P MORGAN EXCHANGE TRADED F | $0 (exited) | ||
JMST | 0 | -4,929 | $0 |
SAFETY SHOT INC | $0 (exited) | ||
JUPW | 0 | -11,000 | $0 |
MANGOCEUTICALS INC | $0 (exited) | ||
MGRX | 0 | -10,000 | $0 |
MP MATERIALS CORP | $0 (exited) | ||
MP | 0 | -62,691 | $0 |
VAIL RESORTS INC | $0 (exited) | ||
MTN | 0 | -1,141 | $0 |
MITSUBISHI UFJ FINL GROUP IN | $0 (exited) | ||
MUFG | 0 | -87,977 | $0 |
MICROVAST HOLDINGS INC | $0 (exited) | ||
MVST | 0 | -14,800 | $0 |
NORWEGIAN CRUISE LINE HLDG L | $0 (exited) | ||
NCLH | 0 | -40,165 | $0 |
NUTRIEN LTD | $0 (exited) | ||
NTR | 0 | -4,262 | $0 |
POSCO HOLDINGS INC | $0 (exited) | ||
PKX | 0 | -10,521 | $0 |
INSULET CORP | $0 (exited) | ||
PODD | 0 | -3,526 | $0 |
RECURSION PHARMACEUTICALS IN | $0 (exited) | ||
RXRX | 0 | -12,500 | $0 |
SUMITOMO MITSUI FINL GROUP I | $0 (exited) | ||
SMFG | 0 | -75,760 | $0 |
UNITED AIRLS HLDGS INC | $0 (exited) | ||
UAL | 0 | -6,176 | $0 |
RBB FD INC | $0 (exited) | ||
UTWO | 0 | -6,000 | $0 |
V F CORP | $0 (exited) | ||
VFC | 0 | -14,321 | $0 |
WATSCO INC | $0 (exited) | ||
WSO | 0 | -1,813 | $0 |
SELECT SECTOR SPDR TR | 0 | -1,399 | $0 (exited) |
XLK | 0 | -1,399 | $0 |
See Summary: Independent Advisor Alliance Top Holdings
See Details: Top 10 Stocks Held By Independent Advisor Alliance
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
LTHM | +130,024 | +$2,338 |
NTES | +20,420 | +$1,902 |
SU | +53,192 | +$1,704 |
MOS | +40,004 | +$1,429 |
DLX | +53,696 | +$1,152 |
FI | +8,071 | +$1,072 |
SLG | +22,930 | +$1,036 |
SCCO | +9,401 | +$809 |
AFRM | +15,456 | +$760 |
CME | +3,389 | +$714 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CLF | -82,395 | -$1,288 |
MP | -62,691 | -$1,197 |
PKX | -10,521 | -$1,078 |
ATVI | -11,066 | -$1,036 |
FISV | -8,080 | -$913 |
MUFG | -87,977 | -$747 |
SMFG | -75,760 | -$746 |
BUD | -13,419 | -$742 |
WSO | -1,813 | -$685 |
NCLH | -40,165 | -$662 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VTEB | +913,158 | +$46,617 |
VXUS | +568,100 | +$32,927 |
VTI | +417,832 | +$99,118 |
VEU | +335,120 | +$18,813 |
VEA | +274,934 | +$13,170 |
ABCB | +201,644 | +$44,600 |
PLTR | +112,268 | +$1,970 |
CCL | +93,787 | +$2,165 |
BNDX | +72,762 | +$3,592 |
STXS | +68,500 | +$137 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SCHWAB CHARLES FAMILY FD | -440,151 | -$440 |
SEVN | -62,980 | -$55 |
FTNT | -44,101 | -$2,590 |
FCX | -42,005 | -$1,371 |
CSX | -39,463 | -$837 |
ARCO | -28,309 | -$234 |
AMCR | -26,907 | -$215 |
TLRY | -26,478 | -$67 |
SWN | -17,534 | -$97 |
Size ($ in 1000's)
At 12/31/2023: $2,776,670 At 09/30/2023: $2,210,958 Independent Advisor Alliance holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Advisor Alliance 13F filings. Link to 13F filings: SEC filings |