TAIKO
ADVISOR OS LLC Legal Name
Adviser information for TAIKO last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 5,105 | $1.4B |
Non-Discretionary | 0 | $0 |
Total | 5,105 | $1.4B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 1,168 | $321.7M |
HNW Individuals | 356 | $1.1B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 3,581 | $35.0M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUM |
Principal Office
141 WEST JACKSON BLVD.SUITE 3540
CHICAGO
IL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 312-300-4781, Fax: 312-300-4770
Websites
Chief Compliance Officer
PHILLIP KOSMALA
MANAGING MEMBER
141 W. JACKSON BLVD
SUITE 3540
CHICAGO
IL
United States
Tel:
888-267-4820
P****@****************M
(Full email address available in API data)
Regulatory Contact
COLLEEN MCKENNA
COO
141 W JACKSON BLVD
CHICAGO
IL
United States
Tel:
312-300-4781
C*******@****************M
(Full email address available in API data)
Industry Affiliates
TAIBER, KOSMALA & ASSOCIATES, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KOSMALA, PHILLIP, JOHN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 01/2017 | 50-75% |
TAIBER, JOSEPH, DAVID | Individual | – | MANAGING MEMBER | 01/2017 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
2023 ETF SERIES TRUST | EAGLE CAPITAL SE | 5M | 206K | Taiko Private Wealth, LLC |
3M CO | COM | 54K | 529 | INVESTMENT PLANNERS, INC. |
3M CO | COM | 6K | 63 | Concordia Wealth Planning, LLC |
3M CO | COM | 2K | 15 | CWS Financial Advisors, LLC |
3M CO | COM | 31K | 300 | Taiko Private Wealth, LLC |
3M CO | COM | 6K | 56 | Roman Retirement Planning |
3M CO | COM | 172K | 2K | MJP ASSOCIATES INC /ADV |
ABBOTT LABS | COM | 220K | 2K | MJP ASSOCIATES INC /ADV |
ABBOTT LABS | COM | 5K | 50 | Concordia Wealth Planning, LLC |
ABBOTT LABS | COM | 57K | 550 | CAFG Wealth Management |
ABBOTT LABS | COM | 114K | 1K | Roman Retirement Planning |
ABBOTT LABS | COM | 158K | 2K | INVESTMENT PLANNERS, INC. |
ABBOTT LABS | COM | 453K | 4K | Taiko Private Wealth, LLC |
ABBVIE INC | COM | 225K | 1K | CAFG Wealth Management |
ABBVIE INC | COM | 23K | 133 | CWS Financial Advisors, LLC |
ABBVIE INC | COM | 197K | 1K | Roman Retirement Planning |
ABBVIE INC | COM | 973K | 6K | Taiko Private Wealth, LLC |
ABBVIE INC | COM | 13K | 76 | Concordia Wealth Planning, LLC |
ABBVIE INC | COM | 802K | 5K | MJP ASSOCIATES INC /ADV |
ABBVIE INC | COM | 240K | 1K | INVESTMENT PLANNERS, INC. |
ACCENTURE PLC IRELAND | SHS CLASS A | 9K | 29 | CAFG Wealth Management |
ACCENTURE PLC IRELAND | SHS CLASS A | 36K | 120 | Concordia Wealth Planning, LLC |
ACCENTURE PLC IRELAND | SHS CLASS A | 408K | 1K | MJP ASSOCIATES INC /ADV |
ACCENTURE PLC IRELAND | SHS CLASS A | 11K | 37 | CWS Financial Advisors, LLC |
ACCENTURE PLC IRELAND | SHS CLASS A | 96K | 317 | Taiko Private Wealth, LLC |
ACCENTURE PLC IRELAND | SHS CLASS A | 174K | 574 | INVESTMENT PLANNERS, INC. |
ADOBE INC | COM | 80K | 144 | CAFG Wealth Management |
ADOBE INC | COM | 68K | 122 | INVESTMENT PLANNERS, INC. |
ADOBE INC | COM | 17K | 31 | Concordia Wealth Planning, LLC |
ADOBE INC | COM | 564K | 1K | MJP ASSOCIATES INC /ADV |
ADOBE INC | COM | 22K | 40 | Taiko Private Wealth, LLC |
ADOBE INC | COM | 12K | 22 | CWS Financial Advisors, LLC |
ADVANCED MICRO DEVICES INC | COM | 162 | 1 | Ivanoff Wealth Management |
ADVANCED MICRO DEVICES INC | COM | 469K | 3K | MJP ASSOCIATES INC /ADV |
ADVANCED MICRO DEVICES INC | COM | 65K | 403 | INVESTMENT PLANNERS, INC. |
ADVANCED MICRO DEVICES INC | COM | 9K | 55 | CWS Financial Advisors, LLC |
ADVANCED MICRO DEVICES INC | COM | 32K | 196 | CAFG Wealth Management |
AGILENT TECHNOLOGIES INC | COM | 199K | 2K | CAFG Wealth Management |
AGILENT TECHNOLOGIES INC | COM | 10K | 80 | CWS Financial Advisors, LLC |
AGILENT TECHNOLOGIES INC | COM | 24K | 184 | Concordia Wealth Planning, LLC |
AGILENT TECHNOLOGIES INC | COM | 43K | 335 | INVESTMENT PLANNERS, INC. |
AGILENT TECHNOLOGIES INC | COM | 380K | 3K | MJP ASSOCIATES INC /ADV |
AGILENT TECHNOLOGIES INC | COM | 68K | 524 | Taiko Private Wealth, LLC |
AIR PRODS & CHEMS INC | COM | 26K | 100 | Taiko Private Wealth, LLC |
AIR PRODS & CHEMS INC | COM | 535K | 2K | MJP ASSOCIATES INC /ADV |
AIR PRODS & CHEMS INC | COM | 12K | 45 | Concordia Wealth Planning, LLC |
AIR PRODS & CHEMS INC | COM | 15K | 60 | CWS Financial Advisors, LLC |
AIR PRODS & CHEMS INC | COM | 774 | 3 | INVESTMENT PLANNERS, INC. |
AIR PRODS & CHEMS INC | COM | 572K | 2K | CAFG Wealth Management |
AIRBNB INC | COM CL A | 71K | 471 | INVESTMENT PLANNERS, INC. |
AIRBNB INC | COM CL A | 62K | 406 | Taiko Private Wealth, LLC |
AIRBNB INC | COM CL A | 39K | 259 | Concordia Wealth Planning, LLC |
AIRBNB INC | COM CL A | 337K | 2K | CAFG Wealth Management |
AIRBNB INC | COM CL A | 14K | 95 | CWS Financial Advisors, LLC |
AIRBNB INC | COM CL A | 545K | 4K | MJP ASSOCIATES INC /ADV |
ALCON AG | ORD SHS | 83K | 931 | Concordia Wealth Planning, LLC |
ALCON AG | ORD SHS | 292K | 3K | MJP ASSOCIATES INC /ADV |
ALCON AG | ORD SHS | 105K | 1K | CAFG Wealth Management |
ALCON AG | ORD SHS | 5K | 53 | Taiko Private Wealth, LLC |
ALCON AG | ORD SHS | 82K | 917 | INVESTMENT PLANNERS, INC. |
ALLEGION PLC | ORD SHS | 35K | 295 | CWS Financial Advisors, LLC |
ALLEGION PLC | ORD SHS | 125K | 1K | INVESTMENT PLANNERS, INC. |
ALLEGION PLC | ORD SHS | 317K | 3K | CAFG Wealth Management |
ALLEGION PLC | ORD SHS | 259K | 2K | MJP ASSOCIATES INC /ADV |
ALLEGION PLC | ORD SHS | 51K | 435 | Concordia Wealth Planning, LLC |
ALLEGION PLC | ORD SHS | 15K | 129 | Taiko Private Wealth, LLC |
ALLEGION PLC | ORD SHS | 9K | 72 | Roman Retirement Planning |
ALLEGION PLC | ORD SHS | 35K | 292 | Ivanoff Wealth Management |
ALLIANT ENERGY CORP | COM | 607K | 12K | Ivanoff Wealth Management |
ALLIANT ENERGY CORP | COM | 53K | 1K | MJP ASSOCIATES INC /ADV |
ALPHABET INC | CAP STK CL A | 73K | 403 | CWS Financial Advisors, LLC |
ALPHABET INC | CAP STK CL A | 4M | 24K | MJP ASSOCIATES INC /ADV |
ALPHABET INC | CAP STK CL A | 316K | 2K | INVESTMENT PLANNERS, INC. |
ALPHABET INC | CAP STK CL A | 150K | 822 | Concordia Wealth Planning, LLC |
ALPHABET INC | CAP STK CL A | 489K | 3K | Taiko Private Wealth, LLC |
ALPHABET INC | CAP STK CL A | 704K | 4K | CAFG Wealth Management |
ALPHABET INC | CAP STK CL C | 928K | 5K | Taiko Private Wealth, LLC |
ALPHABET INC | CAP STK CL C | 76K | 413 | INVESTMENT PLANNERS, INC. |
ALPHABET INC | CAP STK CL C | 2M | 10K | MJP ASSOCIATES INC /ADV |
ALPHABET INC | CAP STK CL C | 132K | 720 | CAFG Wealth Management |
ALPHABET INC | CAP STK CL C | 62K | 340 | CWS Financial Advisors, LLC |
ALPHABET INC | CAP STK CL C | 7K | 39 | Redwood Private Wealth |
ALTRIA GROUP INC | COM | 3K | 64 | INVESTMENT PLANNERS, INC. |
ALTRIA GROUP INC | COM | 15K | 324 | CWS Financial Advisors, LLC |
ALTRIA GROUP INC | COM | 6K | 130 | Concordia Wealth Planning, LLC |
ALTRIA GROUP INC | COM | 228 | 5 | Redwood Private Wealth |
ALTRIA GROUP INC | COM | 167K | 4K | MJP ASSOCIATES INC /ADV |
ALTRIA GROUP INC | COM | 55K | 1K | Roman Retirement Planning |
ALTRIA GROUP INC | COM | 180K | 4K | Taiko Private Wealth, LLC |
AMAZON COM INC | COM | 988K | 5K | Taiko Private Wealth, LLC |
AMAZON COM INC | COM | 116K | 599 | CWS Financial Advisors, LLC |
AMAZON COM INC | COM | 578K | 3K | INVESTMENT PLANNERS, INC. |
AMAZON COM INC | COM | 6M | 30K | MJP ASSOCIATES INC /ADV |
AMAZON COM INC | COM | 182K | 943 | Concordia Wealth Planning, LLC |
AMAZON COM INC | COM | 77K | 400 | Ivanoff Wealth Management |
AMAZON COM INC | COM | 1M | 6K | CAFG Wealth Management |
AMDOCS LTD | SHS | 25K | 313 | Concordia Wealth Planning, LLC |
AMDOCS LTD | SHS | 30K | 376 | INVESTMENT PLANNERS, INC. |
AMDOCS LTD | SHS | 15K | 194 | MJP ASSOCIATES INC /ADV |
AMDOCS LTD | SHS | 522K | 7K | Ivanoff Wealth Management |
AMERICAN CENTY ETF TR | US SML CP VALU | 14M | 159K | MJP ASSOCIATES INC /ADV |
AMERICAN ELEC PWR CO INC | COM | 31K | 348 | Roman Retirement Planning |
AMERICAN ELEC PWR CO INC | COM | 15K | 176 | CWS Financial Advisors, LLC |
AMERICAN ELEC PWR CO INC | COM | 128K | 1K | INVESTMENT PLANNERS, INC. |
AMERICAN ELEC PWR CO INC | COM | 5K | 58 | Concordia Wealth Planning, LLC |
AMERICAN ELEC PWR CO INC | COM | 166K | 2K | MJP ASSOCIATES INC /ADV |
AMERICAN ELEC PWR CO INC | COM | 98K | 1K | Taiko Private Wealth, LLC |
AMERICAN EXPRESS CO | COM | 44K | 191 | Concordia Wealth Planning, LLC |
AMERICAN EXPRESS CO | COM | 242K | 1K | MJP ASSOCIATES INC /ADV |
AMERICAN EXPRESS CO | COM | 10K | 42 | CWS Financial Advisors, LLC |
AMERICAN EXPRESS CO | COM | 111K | 481 | INVESTMENT PLANNERS, INC. |
AMERICAN EXPRESS CO | COM | 1K | 6 | Redwood Private Wealth |
AMERICAN EXPRESS CO | COM | 289K | 1K | Taiko Private Wealth, LLC |
AMERICAN WTR WKS CO INC NEW | COM | 15K | 117 | CWS Financial Advisors, LLC |
AMERICAN WTR WKS CO INC NEW | COM | 235K | 2K | MJP ASSOCIATES INC /ADV |
AMERICAN WTR WKS CO INC NEW | COM | 95K | 733 | Taiko Private Wealth, LLC |
AMETEK INC | COM | 1K | 6 | INVESTMENT PLANNERS, INC. |
AMETEK INC | COM | 1M | 6K | CAFG Wealth Management |
AMETEK INC | COM | 5K | 28 | CWS Financial Advisors, LLC |
AMETEK INC | COM | 673K | 4K | MJP ASSOCIATES INC /ADV |
AMGEN INC | COM | 34K | 110 | Concordia Wealth Planning, LLC |
AMGEN INC | COM | 759K | 2K | MJP ASSOCIATES INC /ADV |
AMGEN INC | COM | 625 | 2 | Redwood Private Wealth |
AMGEN INC | COM | 5K | 17 | CAFG Wealth Management |
AMGEN INC | COM | 11K | 35 | CWS Financial Advisors, LLC |
AMGEN INC | COM | 43K | 137 | INVESTMENT PLANNERS, INC. |
AMPHASTAR PHARMACEUTICALS IN | COM | 480 | 12 | MJP ASSOCIATES INC /ADV |
AMPHASTAR PHARMACEUTICALS IN | COM | 1M | 26K | Ivanoff Wealth Management |
AMPHENOL CORP NEW | CL A | 15K | 226 | CWS Financial Advisors, LLC |
AMPHENOL CORP NEW | CL A | 27K | 400 | Taiko Private Wealth, LLC |
AMPHENOL CORP NEW | CL A | 20K | 302 | CAFG Wealth Management |
AMPHENOL CORP NEW | CL A | 479K | 7K | MJP ASSOCIATES INC /ADV |
ANALOG DEVICES INC | COM | 90K | 396 | INVESTMENT PLANNERS, INC. |
ANALOG DEVICES INC | COM | 11K | 49 | Concordia Wealth Planning, LLC |
ANALOG DEVICES INC | COM | 17K | 75 | CWS Financial Advisors, LLC |
ANALOG DEVICES INC | COM | 2K | 10 | Redwood Private Wealth |
ANALOG DEVICES INC | COM | 123K | 537 | MJP ASSOCIATES INC /ADV |
ANALOG DEVICES INC | COM | 12K | 54 | CAFG Wealth Management |
ANSYS INC | COM | 139K | 432 | INVESTMENT PLANNERS, INC. |
ANSYS INC | COM | 71K | 222 | MJP ASSOCIATES INC /ADV |
ANSYS INC | COM | 90K | 279 | CAFG Wealth Management |
ANTERO MIDSTREAM CORP | COM | 195K | 13K | Taiko Private Wealth, LLC |
ANTERO MIDSTREAM CORP | COM | 14K | 979 | MJP ASSOCIATES INC /ADV |
AON PLC | SHS CL A | 217K | 738 | CAFG Wealth Management |
AON PLC | SHS CL A | 58K | 198 | MJP ASSOCIATES INC /ADV |
AON PLC | SHS CL A | 7K | 23 | INVESTMENT PLANNERS, INC. |
AON PLC | SHS CL A | 15K | 52 | CWS Financial Advisors, LLC |
AON PLC | SHS CL A | 62K | 211 | Taiko Private Wealth, LLC |
API GROUP CORP | COM STK | 2K | 44 | INVESTMENT PLANNERS, INC. |
API GROUP CORP | COM STK | 25K | 658 | Taiko Private Wealth, LLC |
API GROUP CORP | COM STK | 1M | 30K | MJP ASSOCIATES INC /ADV |
API GROUP CORP | COM STK | 2M | 48K | CAFG Wealth Management |
APPLE INC | COM | 131K | 620 | Concordia Wealth Planning, LLC |
APPLE INC | COM | 205K | 972 | CWS Financial Advisors, LLC |
APPLE INC | COM | 553K | 3K | INVESTMENT PLANNERS, INC. |
APPLE INC | COM | 358K | 2K | CAFG Wealth Management |
APPLE INC | COM | 24M | 116K | MJP ASSOCIATES INC /ADV |
APPLE INC | COM | 101K | 481 | Ivanoff Wealth Management |
APPLE INC | COM | 32K | 152 | Roman Retirement Planning |
APPLE INC | COM | 3M | 13K | Taiko Private Wealth, LLC |
APPLE INC | COM | 1K | 100 | MJP ASSOCIATES INC /ADV |
APPLE INC | COM | 33K | 34K | MJP ASSOCIATES INC /ADV |
APPLIED MATLS INC | COM | 255K | 1K | MJP ASSOCIATES INC /ADV |
APPLIED MATLS INC | COM | 37K | 157 | INVESTMENT PLANNERS, INC. |
APPLIED MATLS INC | COM | 13K | 56 | CAFG Wealth Management |
APPLIED MATLS INC | COM | 9K | 39 | Roman Retirement Planning |
APPLIED MATLS INC | COM | 17K | 72 | CWS Financial Advisors, LLC |
APPLIED MATLS INC | COM | 52K | 222 | Taiko Private Wealth, LLC |
APPLIED MATLS INC | COM | 10K | 44 | Concordia Wealth Planning, LLC |
ARCH CAP GROUP LTD | ORD | 252K | 3K | Taiko Private Wealth, LLC |
ARCH CAP GROUP LTD | ORD | 28K | 276 | Roman Retirement Planning |
ARCH CAP GROUP LTD | ORD | 12K | 123 | CWS Financial Advisors, LLC |
ARCH CAP GROUP LTD | ORD | 286K | 3K | CAFG Wealth Management |
ARCH CAP GROUP LTD | ORD | 32K | 316 | MJP ASSOCIATES INC /ADV |
ARCH CAP GROUP LTD | ORD | 14K | 143 | INVESTMENT PLANNERS, INC. |
ARCHER DANIELS MIDLAND CO | COM | 28K | 466 | INVESTMENT PLANNERS, INC. |
ARCHER DANIELS MIDLAND CO | COM | 243K | 4K | MJP ASSOCIATES INC /ADV |
ARISTA NETWORKS INC | COM | 29K | 84 | Concordia Wealth Planning, LLC |
ARISTA NETWORKS INC | COM | 71K | 204 | MJP ASSOCIATES INC /ADV |
ARISTA NETWORKS INC | COM | 6K | 17 | Taiko Private Wealth, LLC |
ARISTA NETWORKS INC | COM | 232K | 661 | INVESTMENT PLANNERS, INC. |
ARISTA NETWORKS INC | COM | 25K | 72 | CAFG Wealth Management |
ASML HOLDING N V | N Y REGISTRY SHS | 15K | 15 | CWS Financial Advisors, LLC |
ASML HOLDING N V | N Y REGISTRY SHS | 113K | 110 | INVESTMENT PLANNERS, INC. |
ASML HOLDING N V | N Y REGISTRY SHS | 519K | 507 | MJP ASSOCIATES INC /ADV |
ASML HOLDING N V | N Y REGISTRY SHS | 478K | 467 | CAFG Wealth Management |
ASML HOLDING N V | N Y REGISTRY SHS | 66K | 65 | Concordia Wealth Planning, LLC |
ASML HOLDING N V | N Y REGISTRY SHS | 100K | 98 | Taiko Private Wealth, LLC |
ASPEN TECHNOLOGY INC | COM | 346K | 2K | CAFG Wealth Management |
ASPEN TECHNOLOGY INC | COM | 9K | 47 | Roman Retirement Planning |
ASPEN TECHNOLOGY INC | COM | 287K | 1K | MJP ASSOCIATES INC /ADV |
ASPEN TECHNOLOGY INC | COM | 16K | 81 | Taiko Private Wealth, LLC |
ASPEN TECHNOLOGY INC | COM | 152K | 763 | INVESTMENT PLANNERS, INC. |
ASPEN TECHNOLOGY INC | COM | 39K | 196 | Ivanoff Wealth Management |
ASPEN TECHNOLOGY INC | COM | 57K | 287 | Concordia Wealth Planning, LLC |
ASPEN TECHNOLOGY INC | COM | 38K | 190 | CWS Financial Advisors, LLC |
ASTRAZENECA PLC | SPONSORED ADR | 12K | 160 | CWS Financial Advisors, LLC |
ASTRAZENECA PLC | SPONSORED ADR | 27K | 346 | INVESTMENT PLANNERS, INC. |
ASTRAZENECA PLC | SPONSORED ADR | 21K | 265 | MJP ASSOCIATES INC /ADV |
ASTRAZENECA PLC | SPONSORED ADR | 92K | 1K | Taiko Private Wealth, LLC |
ASTRAZENECA PLC | SPONSORED ADR | 286K | 4K | CAFG Wealth Management |
AT&T INC | COM | 8K | 425 | CWS Financial Advisors, LLC |
AT&T INC | COM | 8K | 421 | Concordia Wealth Planning, LLC |
AT&T INC | COM | 409K | 21K | MJP ASSOCIATES INC /ADV |
AT&T INC | COM | 89K | 5K | Taiko Private Wealth, LLC |
AT&T INC | COM | 52K | 3K | INVESTMENT PLANNERS, INC. |
AT&T INC | COM | 26K | 1K | Roman Retirement Planning |
AT&T INC | COM | 12K | 636 | CAFG Wealth Management |
ATLASSIAN CORPORATION | CL A | 65K | 367 | INVESTMENT PLANNERS, INC. |
ATLASSIAN CORPORATION | CL A | 423K | 2K | MJP ASSOCIATES INC /ADV |
ATLASSIAN CORPORATION | CL A | 31K | 175 | Concordia Wealth Planning, LLC |
ATLASSIAN CORPORATION | CL A | 529K | 3K | CAFG Wealth Management |
ATLASSIAN CORPORATION | CL A | 27K | 152 | CWS Financial Advisors, LLC |
ATLASSIAN CORPORATION | CL A | 133K | 753 | Taiko Private Wealth, LLC |
AUTOMATIC DATA PROCESSING IN | COM | 413K | 2K | MJP ASSOCIATES INC /ADV |
AUTOMATIC DATA PROCESSING IN | COM | 30K | 126 | INVESTMENT PLANNERS, INC. |
AUTOMATIC DATA PROCESSING IN | COM | 4K | 17 | Roman Retirement Planning |
AUTOMATIC DATA PROCESSING IN | COM | 5K | 21 | Concordia Wealth Planning, LLC |
AUTOMATIC DATA PROCESSING IN | COM | 5K | 20 | CWS Financial Advisors, LLC |
AUTOMATIC DATA PROCESSING IN | COM | 13K | 55 | CAFG Wealth Management |
AUTOMATIC DATA PROCESSING IN | COM | 25K | 104 | Taiko Private Wealth, LLC |
AUTOZONE INC | COM | 9K | 3 | CWS Financial Advisors, LLC |
AUTOZONE INC | COM | 231K | 78 | INVESTMENT PLANNERS, INC. |
AUTOZONE INC | COM | 107K | 36 | MJP ASSOCIATES INC /ADV |
BAIN CAP SPECIALTY FIN INC | COM STK | 303K | 19K | Taiko Private Wealth, LLC |
BANK AMERICA CORP | COM | 306K | 8K | Taiko Private Wealth, LLC |
BANK AMERICA CORP | COM | 9K | 217 | Concordia Wealth Planning, LLC |
BANK AMERICA CORP | COM | 37K | 941 | CWS Financial Advisors, LLC |
BANK AMERICA CORP | COM | 118K | 3K | INVESTMENT PLANNERS, INC. |
BANK AMERICA CORP | COM | 469K | 12K | CAFG Wealth Management |
BANK AMERICA CORP | COM | 50K | 1K | Roman Retirement Planning |
BANK AMERICA CORP | COM | 863K | 22K | MJP ASSOCIATES INC /ADV |
BECTON DICKINSON & CO | COM | 93K | 399 | INVESTMENT PLANNERS, INC. |
BECTON DICKINSON & CO | COM | 1K | 5 | Redwood Private Wealth |
BECTON DICKINSON & CO | COM | 12K | 53 | Concordia Wealth Planning, LLC |
BECTON DICKINSON & CO | COM | 5K | 22 | CAFG Wealth Management |
BECTON DICKINSON & CO | COM | 55K | 236 | MJP ASSOCIATES INC /ADV |
BECTON DICKINSON & CO | COM | 14K | 59 | CWS Financial Advisors, LLC |
BECTON DICKINSON & CO | COM | 35K | 150 | Taiko Private Wealth, LLC |
BENTLEY SYS INC | COM CL B | 477K | 10K | MJP ASSOCIATES INC /ADV |
BENTLEY SYS INC | COM CL B | 61K | 1K | CWS Financial Advisors, LLC |
BENTLEY SYS INC | COM CL B | 93K | 2K | Concordia Wealth Planning, LLC |
BENTLEY SYS INC | COM CL B | 223K | 5K | INVESTMENT PLANNERS, INC. |
BENTLEY SYS INC | COM CL B | 63K | 1K | Ivanoff Wealth Management |
BENTLEY SYS INC | COM CL B | 16K | 327 | Roman Retirement Planning |
BENTLEY SYS INC | COM CL B | 569K | 12K | CAFG Wealth Management |
BENTLEY SYS INC | COM CL B | 26K | 519 | Taiko Private Wealth, LLC |
BERKLEY W R CORP | COM | 12K | 159 | Roman Retirement Planning |
BERKLEY W R CORP | COM | 449K | 6K | CAFG Wealth Management |
BERKLEY W R CORP | COM | 61K | 773 | CWS Financial Advisors, LLC |
BERKLEY W R CORP | COM | 20K | 258 | Taiko Private Wealth, LLC |
BERKLEY W R CORP | COM | 178K | 2K | INVESTMENT PLANNERS, INC. |
BERKLEY W R CORP | COM | 73K | 931 | Concordia Wealth Planning, LLC |
BERKLEY W R CORP | COM | 50K | 636 | Ivanoff Wealth Management |
BERKLEY W R CORP | COM | 386K | 5K | MJP ASSOCIATES INC /ADV |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 17K | 41 | Concordia Wealth Planning, LLC |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 4K | CAFG Wealth Management |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 38K | 94 | CWS Financial Advisors, LLC |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 10K | 25 | Redwood Private Wealth |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 397K | 975 | Taiko Private Wealth, LLC |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 193K | 474 | INVESTMENT PLANNERS, INC. |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | MJP ASSOCIATES INC /ADV |
BJS WHSL CLUB HLDGS INC | COM | 245K | 3K | MJP ASSOCIATES INC /ADV |
BJS WHSL CLUB HLDGS INC | COM | 64K | 725 | INVESTMENT PLANNERS, INC. |
BJS WHSL CLUB HLDGS INC | COM | 32K | 365 | Ivanoff Wealth Management |
BJS WHSL CLUB HLDGS INC | COM | 41K | 471 | Taiko Private Wealth, LLC |
BJS WHSL CLUB HLDGS INC | COM | 33K | 377 | Concordia Wealth Planning, LLC |
BJS WHSL CLUB HLDGS INC | COM | 32K | 360 | Roman Retirement Planning |
BJS WHSL CLUB HLDGS INC | COM | 155K | 2K | CAFG Wealth Management |
BJS WHSL CLUB HLDGS INC | COM | 14K | 157 | CWS Financial Advisors, LLC |
BLACKROCK INC | COM | 17K | 22 | CAFG Wealth Management |
BLACKROCK INC | COM | 6K | 8 | CWS Financial Advisors, LLC |
BLACKROCK INC | COM | 74K | 94 | MJP ASSOCIATES INC /ADV |
BLACKROCK INC | COM | 28K | 36 | INVESTMENT PLANNERS, INC. |
BLACKROCK INC | COM | 13K | 16 | Roman Retirement Planning |
BLACKROCK INC | COM | 83K | 105 | Taiko Private Wealth, LLC |
BLACKROCK INC | COM | 35K | 44 | Concordia Wealth Planning, LLC |
BLACKSTONE INC | COM | 54K | 439 | INVESTMENT PLANNERS, INC. |
BLACKSTONE INC | COM | 29K | 232 | Concordia Wealth Planning, LLC |
BLACKSTONE INC | COM | 560K | 5K | MJP ASSOCIATES INC /ADV |
BLACKSTONE INC | COM | 15K | 119 | CWS Financial Advisors, LLC |
BLACKSTONE INC | COM | 253K | 2K | CAFG Wealth Management |
BLACKSTONE INC | COM | 171K | 1K | Taiko Private Wealth, LLC |
BNY MELLON STRATEGIC MUN BD | COM | 30K | 5K | Taiko Private Wealth, LLC |
BNY MELLON STRATEGIC MUN BD | COM | 5K | 925 | Redwood Private Wealth |
BNY MELLON STRATEGIC MUN BD | COM | 89K | 15K | INVESTMENT PLANNERS, INC. |
BOEING CO | COM | 168K | 924 | MJP ASSOCIATES INC /ADV |
BOEING CO | COM | 96K | 525 | Taiko Private Wealth, LLC |
BOEING CO | COM | 16K | 90 | CAFG Wealth Management |
BOEING CO | COM | 9K | 50 | Ivanoff Wealth Management |
BOEING CO | COM | 103K | 568 | INVESTMENT PLANNERS, INC. |
BOEING CO | COM | 910 | 5 | Concordia Wealth Planning, LLC |
BOEING CO | COM | 9K | 47 | CWS Financial Advisors, LLC |
BRIGHT HORIZONS FAM SOL IN D | COM | 126K | 1K | INVESTMENT PLANNERS, INC. |
BRIGHT HORIZONS FAM SOL IN D | COM | 324K | 3K | CAFG Wealth Management |
BRIGHT HORIZONS FAM SOL IN D | COM | 9K | 82 | Roman Retirement Planning |
BRIGHT HORIZONS FAM SOL IN D | COM | 35K | 316 | CWS Financial Advisors, LLC |
BRIGHT HORIZONS FAM SOL IN D | COM | 15K | 133 | Taiko Private Wealth, LLC |
BRIGHT HORIZONS FAM SOL IN D | COM | 35K | 322 | Ivanoff Wealth Management |
BRIGHT HORIZONS FAM SOL IN D | COM | 52K | 474 | Concordia Wealth Planning, LLC |
BRIGHT HORIZONS FAM SOL IN D | COM | 263K | 2K | MJP ASSOCIATES INC /ADV |
BROADCOM INC | COM | 220K | 137 | Taiko Private Wealth, LLC |
BROADCOM INC | COM | 67K | 42 | CWS Financial Advisors, LLC |
BROADCOM INC | COM | 619K | 386 | INVESTMENT PLANNERS, INC. |
BROADCOM INC | COM | 37K | 23 | Concordia Wealth Planning, LLC |
BROADCOM INC | COM | 140K | 87 | Roman Retirement Planning |
BROADCOM INC | COM | 59K | 37 | CAFG Wealth Management |
BROADCOM INC | COM | 633K | 394 | MJP ASSOCIATES INC /ADV |
CACI INTL INC | CL A | 2K | 4 | INVESTMENT PLANNERS, INC. |
CACI INTL INC | CL A | 1M | 3K | MJP ASSOCIATES INC /ADV |
CACI INTL INC | CL A | 2M | 5K | CAFG Wealth Management |
CADENCE DESIGN SYSTEM INC | COM | 154K | 501 | Taiko Private Wealth, LLC |
CADENCE DESIGN SYSTEM INC | COM | 353K | 1K | CAFG Wealth Management |
CADENCE DESIGN SYSTEM INC | COM | 42K | 136 | Concordia Wealth Planning, LLC |
CADENCE DESIGN SYSTEM INC | COM | 84K | 272 | INVESTMENT PLANNERS, INC. |
CADENCE DESIGN SYSTEM INC | COM | 57K | 186 | Roman Retirement Planning |
CADENCE DESIGN SYSTEM INC | COM | 21K | 67 | CWS Financial Advisors, LLC |
CADENCE DESIGN SYSTEM INC | COM | 750K | 2K | MJP ASSOCIATES INC /ADV |
CANADIAN NAT RES LTD | COM | 54K | 2K | Taiko Private Wealth, LLC |
CANADIAN NAT RES LTD | COM | 8K | 230 | CWS Financial Advisors, LLC |
CANADIAN NAT RES LTD | COM | 2K | 66 | MJP ASSOCIATES INC /ADV |
CANADIAN NAT RES LTD | COM | 175K | 5K | CAFG Wealth Management |
CANADIAN NAT RES LTD | COM | 6K | 158 | INVESTMENT PLANNERS, INC. |
CANADIAN PACIFIC KANSAS CITY | COM | 367K | 5K | CAFG Wealth Management |
CANADIAN PACIFIC KANSAS CITY | COM | 20K | 250 | MJP ASSOCIATES INC /ADV |
CANADIAN PACIFIC KANSAS CITY | COM | 21K | 267 | CWS Financial Advisors, LLC |
CANADIAN PACIFIC KANSAS CITY | COM | 12K | 149 | Concordia Wealth Planning, LLC |
CANADIAN PACIFIC KANSAS CITY | COM | 11K | 143 | INVESTMENT PLANNERS, INC. |
CANADIAN PACIFIC KANSAS CITY | COM | 108K | 1K | Taiko Private Wealth, LLC |
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 324K | 10K | INVESTMENT PLANNERS, INC. |
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 12K | 456 | Taiko Private Wealth, LLC |
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 2M | 64K | CAFG Wealth Management |
CARDINAL HEALTH INC | COM | 4K | 39 | CWS Financial Advisors, LLC |
CARDINAL HEALTH INC | COM | 50K | 513 | MJP ASSOCIATES INC /ADV |
CARDINAL HEALTH INC | COM | 564K | 6K | Ivanoff Wealth Management |
CARRIER GLOBAL CORPORATION | COM | 130K | 2K | Taiko Private Wealth, LLC |
CARRIER GLOBAL CORPORATION | COM | 470K | 7K | MJP ASSOCIATES INC /ADV |
CARRIER GLOBAL CORPORATION | COM | 378 | 6 | CWS Financial Advisors, LLC |
CATERPILLAR INC | COM | 294K | 883 | MJP ASSOCIATES INC /ADV |
CATERPILLAR INC | COM | 166K | 498 | Taiko Private Wealth, LLC |
CATERPILLAR INC | COM | 13K | 38 | Roman Retirement Planning |
CATERPILLAR INC | COM | 12K | 36 | CWS Financial Advisors, LLC |
CATERPILLAR INC | COM | 30K | 90 | Concordia Wealth Planning, LLC |
CATERPILLAR INC | COM | 45K | 136 | CAFG Wealth Management |
CATERPILLAR INC | COM | 560K | 2K | INVESTMENT PLANNERS, INC. |
CBRE GBL REAL ESTATE INC FD | COM | 444 | 88 | Redwood Private Wealth |
CBRE GBL REAL ESTATE INC FD | COM | 204K | 41K | Ivanoff Wealth Management |
CBRE GROUP INC | CL A | 1K | 15 | INVESTMENT PLANNERS, INC. |
CBRE GROUP INC | CL A | 1M | 14K | CAFG Wealth Management |
CBRE GROUP INC | CL A | 867K | 10K | MJP ASSOCIATES INC /ADV |
CENCORA INC | COM | 77K | 343 | Taiko Private Wealth, LLC |
CENCORA INC | COM | 3K | 13 | Redwood Private Wealth |
CENCORA INC | COM | 14K | 64 | Roman Retirement Planning |
CENCORA INC | COM | 19K | 85 | INVESTMENT PLANNERS, INC. |
CENCORA INC | COM | 11K | 48 | Concordia Wealth Planning, LLC |
CENCORA INC | COM | 534K | 2K | MJP ASSOCIATES INC /ADV |
CENCORA INC | COM | 783K | 3K | CAFG Wealth Management |
CHARLES RIV LABS INTL INC | COM | 1M | 6K | MJP ASSOCIATES INC /ADV |
CHARLES RIV LABS INTL INC | COM | 10K | 46 | Roman Retirement Planning |
CHARLES RIV LABS INTL INC | COM | 60K | 292 | Concordia Wealth Planning, LLC |
CHARLES RIV LABS INTL INC | COM | 148K | 716 | INVESTMENT PLANNERS, INC. |
CHARLES RIV LABS INTL INC | COM | 41K | 199 | Ivanoff Wealth Management |
CHARLES RIV LABS INTL INC | COM | 40K | 194 | CWS Financial Advisors, LLC |
CHARLES RIV LABS INTL INC | COM | 17K | 84 | Taiko Private Wealth, LLC |
CHARLES RIV LABS INTL INC | COM | 2M | 9K | CAFG Wealth Management |
CHEMED CORP NEW | COM | 28K | 52 | Ivanoff Wealth Management |
CHEMED CORP NEW | COM | 8K | 15 | Roman Retirement Planning |
CHEMED CORP NEW | COM | 14K | 26 | Taiko Private Wealth, LLC |
CHEMED CORP NEW | COM | 32K | 59 | CWS Financial Advisors, LLC |
CHEMED CORP NEW | COM | 116K | 214 | INVESTMENT PLANNERS, INC. |
CHEMED CORP NEW | COM | 265K | 488 | MJP ASSOCIATES INC /ADV |
CHEMED CORP NEW | COM | 335K | 617 | CAFG Wealth Management |
CHEMED CORP NEW | COM | 49K | 90 | Concordia Wealth Planning, LLC |
CHEVRON CORP NEW | COM | 30K | 191 | CWS Financial Advisors, LLC |
CHEVRON CORP NEW | COM | 17K | 106 | Concordia Wealth Planning, LLC |
CHEVRON CORP NEW | COM | 15K | 94 | Roman Retirement Planning |
CHEVRON CORP NEW | COM | 45K | 285 | INVESTMENT PLANNERS, INC. |
CHEVRON CORP NEW | COM | 547K | 3K | MJP ASSOCIATES INC /ADV |
CHEVRON CORP NEW | COM | 101K | 647 | Taiko Private Wealth, LLC |
CHIPOTLE MEXICAN GRILL INC | COM | 770K | 12K | MJP ASSOCIATES INC /ADV |
CHIPOTLE MEXICAN GRILL INC | COM | 55K | 877 | Concordia Wealth Planning, LLC |
CHIPOTLE MEXICAN GRILL INC | COM | 81K | 1K | INVESTMENT PLANNERS, INC. |
CHIPOTLE MEXICAN GRILL INC | COM | 28K | 450 | CWS Financial Advisors, LLC |
CHIPOTLE MEXICAN GRILL INC | COM | 269K | 4K | Taiko Private Wealth, LLC |
CHIPOTLE MEXICAN GRILL INC | COM | 365K | 6K | CAFG Wealth Management |
CHOICE HOTELS INTL INC | COM | 104K | 874 | INVESTMENT PLANNERS, INC. |
CHOICE HOTELS INTL INC | COM | 264K | 2K | CAFG Wealth Management |
CHOICE HOTELS INTL INC | COM | 34K | 289 | CWS Financial Advisors, LLC |
CHOICE HOTELS INTL INC | COM | 30K | 249 | Ivanoff Wealth Management |
CHOICE HOTELS INTL INC | COM | 219K | 2K | MJP ASSOCIATES INC /ADV |
CHOICE HOTELS INTL INC | COM | 7K | 63 | Roman Retirement Planning |
CHOICE HOTELS INTL INC | COM | 43K | 362 | Concordia Wealth Planning, LLC |
CHOICE HOTELS INTL INC | COM | 12K | 100 | Taiko Private Wealth, LLC |
CINTAS CORP | COM | 15K | 21 | Roman Retirement Planning |
CINTAS CORP | COM | 134K | 192 | Taiko Private Wealth, LLC |
CINTAS CORP | COM | 397K | 566 | MJP ASSOCIATES INC /ADV |
CISCO SYS INC | COM | 433K | 9K | MJP ASSOCIATES INC /ADV |
CISCO SYS INC | COM | 297K | 6K | Taiko Private Wealth, LLC |
CISCO SYS INC | COM | 25K | 517 | Concordia Wealth Planning, LLC |
CISCO SYS INC | COM | 43K | 907 | Roman Retirement Planning |
CISCO SYS INC | COM | 29K | 612 | CWS Financial Advisors, LLC |
CISCO SYS INC | COM | 198K | 4K | INVESTMENT PLANNERS, INC. |
CLEAN HARBORS INC | COM | 2M | 7K | CAFG Wealth Management |
CLEAN HARBORS INC | COM | 1M | 5K | MJP ASSOCIATES INC /ADV |
CLEAN HARBORS INC | COM | 5K | 21 | INVESTMENT PLANNERS, INC. |
CLOROX CO DEL | COM | 27K | 200 | INVESTMENT PLANNERS, INC. |
CLOROX CO DEL | COM | 14K | 99 | CWS Financial Advisors, LLC |
CLOROX CO DEL | COM | 554K | 4K | Ivanoff Wealth Management |
CLOROX CO DEL | COM | 32K | 236 | MJP ASSOCIATES INC /ADV |
CLOUGH GLOBAL EQUITY FD | COM | 153K | 22K | Taiko Private Wealth, LLC |
CME GROUP INC | COM | 203K | 1K | CAFG Wealth Management |
CME GROUP INC | COM | 174K | 887 | MJP ASSOCIATES INC /ADV |
CME GROUP INC | COM | 3K | 13 | CWS Financial Advisors, LLC |
CMS ENERGY CORP | COM | 3K | 58 | MJP ASSOCIATES INC /ADV |
CMS ENERGY CORP | COM | 203K | 3K | CAFG Wealth Management |
COCA COLA CO | COM | 19K | 304 | CAFG Wealth Management |
COCA COLA CO | COM | 620K | 10K | Ivanoff Wealth Management |
COCA COLA CO | COM | 693K | 11K | MJP ASSOCIATES INC /ADV |
COCA COLA CO | COM | 549K | 9K | Taiko Private Wealth, LLC |
COCA COLA CO | COM | 10K | 155 | INVESTMENT PLANNERS, INC. |
COCA COLA CO | COM | 12K | 190 | CWS Financial Advisors, LLC |
COCA COLA CO | COM | 13K | 208 | Roman Retirement Planning |
COCA COLA CO | COM | 827 | 13 | Redwood Private Wealth |
COCA COLA CO | COM | 10K | 164 | Concordia Wealth Planning, LLC |
COLGATE PALMOLIVE CO | COM | 202K | 2K | MJP ASSOCIATES INC /ADV |
COLGATE PALMOLIVE CO | COM | 11K | 113 | INVESTMENT PLANNERS, INC. |
COLGATE PALMOLIVE CO | COM | 15K | 154 | CWS Financial Advisors, LLC |
COMCAST CORP NEW | CL A | 110K | 3K | INVESTMENT PLANNERS, INC. |
COMCAST CORP NEW | CL A | 55K | 1K | Taiko Private Wealth, LLC |
COMCAST CORP NEW | CL A | 21K | 548 | CWS Financial Advisors, LLC |
COMCAST CORP NEW | CL A | 3K | 67 | Redwood Private Wealth |
COMCAST CORP NEW | CL A | 145K | 4K | MJP ASSOCIATES INC /ADV |
COMCAST CORP NEW | CL A | 42K | 1K | Concordia Wealth Planning, LLC |
COMCAST CORP NEW | CL A | 36K | 916 | Roman Retirement Planning |
CONOCOPHILLIPS | COM | 155K | 1K | INVESTMENT PLANNERS, INC. |
CONOCOPHILLIPS | COM | 76K | 667 | Roman Retirement Planning |
CONOCOPHILLIPS | COM | 73K | 635 | MJP ASSOCIATES INC /ADV |
CONOCOPHILLIPS | COM | 3K | 26 | CWS Financial Advisors, LLC |
CONOCOPHILLIPS | COM | 79K | 692 | Taiko Private Wealth, LLC |
CONOCOPHILLIPS | COM | 17K | 146 | Concordia Wealth Planning, LLC |
COOPER COS INC | COM | 464K | 5K | CAFG Wealth Management |
COOPER COS INC | COM | 49K | 558 | CWS Financial Advisors, LLC |
COOPER COS INC | COM | 13K | 149 | Roman Retirement Planning |
COOPER COS INC | COM | 182K | 2K | INVESTMENT PLANNERS, INC. |
COOPER COS INC | COM | 53K | 604 | Ivanoff Wealth Management |
COOPER COS INC | COM | 408K | 5K | MJP ASSOCIATES INC /ADV |
COOPER COS INC | COM | 78K | 893 | Concordia Wealth Planning, LLC |
COOPER COS INC | COM | 20K | 228 | Taiko Private Wealth, LLC |
COSTCO WHSL CORP NEW | COM | 195K | 230 | Taiko Private Wealth, LLC |
COSTCO WHSL CORP NEW | COM | 14K | 17 | Concordia Wealth Planning, LLC |
COSTCO WHSL CORP NEW | COM | 1M | 2K | MJP ASSOCIATES INC /ADV |
COSTCO WHSL CORP NEW | COM | 340K | 400 | Ivanoff Wealth Management |
COSTCO WHSL CORP NEW | COM | 29K | 34 | CWS Financial Advisors, LLC |
COSTCO WHSL CORP NEW | COM | 117K | 138 | CAFG Wealth Management |
COSTCO WHSL CORP NEW | COM | 190K | 224 | INVESTMENT PLANNERS, INC. |
COUPANG INC | CL A | 9K | 433 | CWS Financial Advisors, LLC |
COUPANG INC | CL A | 16K | 757 | MJP ASSOCIATES INC /ADV |
COUPANG INC | CL A | 191K | 9K | CAFG Wealth Management |
COUPANG INC | CL A | 61K | 3K | Taiko Private Wealth, LLC |
COUPANG INC | CL A | 6K | 291 | INVESTMENT PLANNERS, INC. |
CROWDSTRIKE HLDGS INC | CL A | 13K | 33 | Concordia Wealth Planning, LLC |
CROWDSTRIKE HLDGS INC | CL A | 4K | 10 | CWS Financial Advisors, LLC |
CROWDSTRIKE HLDGS INC | CL A | 52K | 136 | Taiko Private Wealth, LLC |
CROWDSTRIKE HLDGS INC | CL A | 194K | 505 | MJP ASSOCIATES INC /ADV |
CROWDSTRIKE HLDGS INC | CL A | 277K | 722 | INVESTMENT PLANNERS, INC. |
CROWDSTRIKE HLDGS INC | CL A | 6K | 15 | CAFG Wealth Management |
CROWN HLDGS INC | COM | 935K | 13K | MJP ASSOCIATES INC /ADV |
CROWN HLDGS INC | COM | 1M | 19K | CAFG Wealth Management |
CROWN HLDGS INC | COM | 1K | 18 | INVESTMENT PLANNERS, INC. |
CSX CORP | COM | 31K | 923 | INVESTMENT PLANNERS, INC. |
CSX CORP | COM | 44K | 1K | Taiko Private Wealth, LLC |
CSX CORP | COM | 122K | 4K | Roman Retirement Planning |
CSX CORP | COM | 70K | 2K | MJP ASSOCIATES INC /ADV |
CSX CORP | COM | 9K | 262 | Concordia Wealth Planning, LLC |
CSX CORP | COM | 5K | 138 | CWS Financial Advisors, LLC |
CUMMINS INC | COM | 117K | 422 | INVESTMENT PLANNERS, INC. |
CUMMINS INC | COM | 22K | 78 | Taiko Private Wealth, LLC |
CUMMINS INC | COM | 7K | 25 | CAFG Wealth Management |
CUMMINS INC | COM | 22K | 79 | CWS Financial Advisors, LLC |
CUMMINS INC | COM | 165K | 595 | MJP ASSOCIATES INC /ADV |
CUMMINS INC | COM | 13K | 47 | Concordia Wealth Planning, LLC |
CUMMINS INC | COM | 35K | 126 | Roman Retirement Planning |
DANAHER CORPORATION | COM | 101K | 406 | INVESTMENT PLANNERS, INC. |
DANAHER CORPORATION | COM | 6K | 24 | Roman Retirement Planning |
DANAHER CORPORATION | COM | 2M | 6K | MJP ASSOCIATES INC /ADV |
DANAHER CORPORATION | COM | 2M | 6K | CAFG Wealth Management |
DANAHER CORPORATION | COM | 62K | 247 | Concordia Wealth Planning, LLC |
DANAHER CORPORATION | COM | 213K | 852 | Taiko Private Wealth, LLC |
DANAHER CORPORATION | COM | 25K | 99 | CWS Financial Advisors, LLC |
DEERE & CO | COM | 7K | 18 | CWS Financial Advisors, LLC |
DEERE & CO | COM | 3K | 8 | Redwood Private Wealth |
DEERE & CO | COM | 52K | 140 | Taiko Private Wealth, LLC |
DEERE & CO | COM | 121K | 325 | MJP ASSOCIATES INC /ADV |
DEERE & CO | COM | 21K | 57 | CAFG Wealth Management |
DEERE & CO | COM | 126K | 338 | INVESTMENT PLANNERS, INC. |
DELL TECHNOLOGIES INC | CL C | 20K | 143 | Concordia Wealth Planning, LLC |
DELL TECHNOLOGIES INC | CL C | 113K | 819 | Taiko Private Wealth, LLC |
DELL TECHNOLOGIES INC | CL C | 73K | 530 | INVESTMENT PLANNERS, INC. |
DELL TECHNOLOGIES INC | CL C | 100K | 724 | MJP ASSOCIATES INC /ADV |
DELL TECHNOLOGIES INC | CL C | 3K | 25 | Redwood Private Wealth |
DELL TECHNOLOGIES INC | CL C | 3K | 20 | CAFG Wealth Management |
DELL TECHNOLOGIES INC | CL C | 51K | 373 | Roman Retirement Planning |
DIAGEO PLC | SPON ADR NEW | 334K | 3K | Taiko Private Wealth, LLC |
DIAGEO PLC | SPON ADR NEW | 60K | 476 | INVESTMENT PLANNERS, INC. |
DIAGEO PLC | SPON ADR NEW | 40K | 321 | Concordia Wealth Planning, LLC |
DIAGEO PLC | SPON ADR NEW | 325K | 3K | MJP ASSOCIATES INC /ADV |
DIAGEO PLC | SPON ADR NEW | 76K | 605 | CAFG Wealth Management |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2M | 51K | MJP ASSOCIATES INC /ADV |
DIMENSIONAL ETF TRUST | US EQUITY ETF | 221K | 4K | MJP ASSOCIATES INC /ADV |
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 215K | 8K | MJP ASSOCIATES INC /ADV |
DISNEY WALT CO | COM | 664K | 7K | MJP ASSOCIATES INC /ADV |
DISNEY WALT CO | COM | 15K | 152 | Concordia Wealth Planning, LLC |
DISNEY WALT CO | COM | 1K | 12 | CWS Financial Advisors, LLC |
DISNEY WALT CO | COM | 22K | 225 | Taiko Private Wealth, LLC |
DISNEY WALT CO | COM | 9K | 91 | CAFG Wealth Management |
DISNEY WALT CO | COM | 52K | 519 | INVESTMENT PLANNERS, INC. |
DISNEY WALT CO | COM | 4K | 44 | Ivanoff Wealth Management |
DOLBY LABORATORIES INC | COM CL A | 9K | 117 | Roman Retirement Planning |
DOLBY LABORATORIES INC | COM CL A | 33K | 421 | CWS Financial Advisors, LLC |
DOLBY LABORATORIES INC | COM CL A | 37K | 470 | Ivanoff Wealth Management |
DOLBY LABORATORIES INC | COM CL A | 292K | 4K | MJP ASSOCIATES INC /ADV |
DOLBY LABORATORIES INC | COM CL A | 132K | 2K | INVESTMENT PLANNERS, INC. |
DOLBY LABORATORIES INC | COM CL A | 332K | 4K | CAFG Wealth Management |
DOLBY LABORATORIES INC | COM CL A | 12K | 155 | Taiko Private Wealth, LLC |
DOLBY LABORATORIES INC | COM CL A | 54K | 684 | Concordia Wealth Planning, LLC |
DOLLAR GEN CORP NEW | COM | 12K | 94 | Concordia Wealth Planning, LLC |
DOLLAR GEN CORP NEW | COM | 793 | 6 | INVESTMENT PLANNERS, INC. |
DOLLAR GEN CORP NEW | COM | 523K | 4K | MJP ASSOCIATES INC /ADV |
DOLLAR GEN CORP NEW | COM | 790K | 6K | CAFG Wealth Management |
DUKE ENERGY CORP NEW | COM NEW | 802 | 8 | Redwood Private Wealth |
DUKE ENERGY CORP NEW | COM NEW | 615K | 6K | Ivanoff Wealth Management |
DUKE ENERGY CORP NEW | COM NEW | 264K | 3K | MJP ASSOCIATES INC /ADV |
DUKE ENERGY CORP NEW | COM NEW | 20K | 196 | CWS Financial Advisors, LLC |
DUKE ENERGY CORP NEW | COM NEW | 114K | 1K | INVESTMENT PLANNERS, INC. |
DUKE ENERGY CORP NEW | COM NEW | 65K | 652 | Taiko Private Wealth, LLC |
DUKE ENERGY CORP NEW | COM NEW | 24K | 244 | Roman Retirement Planning |
DYNATRACE INC | COM NEW | 30K | 666 | Concordia Wealth Planning, LLC |
DYNATRACE INC | COM NEW | 72K | 2K | Taiko Private Wealth, LLC |
DYNATRACE INC | COM NEW | 255K | 6K | CAFG Wealth Management |
DYNATRACE INC | COM NEW | 55K | 1K | INVESTMENT PLANNERS, INC. |
DYNATRACE INC | COM NEW | 392K | 9K | MJP ASSOCIATES INC /ADV |
DYNATRACE INC | COM NEW | 10K | 219 | CWS Financial Advisors, LLC |
EATON CORP PLC | SHS | 63K | 200 | Taiko Private Wealth, LLC |
EATON CORP PLC | SHS | 442K | 1K | MJP ASSOCIATES INC /ADV |
EATON CORP PLC | SHS | 54K | 171 | INVESTMENT PLANNERS, INC. |
EATON VANCE SR FLTNG RTE TR | COM | 217K | 17K | INVESTMENT PLANNERS, INC. |
ECOLAB INC | COM | 25K | 105 | CWS Financial Advisors, LLC |
ECOLAB INC | COM | 276K | 1K | CAFG Wealth Management |
ECOLAB INC | COM | 100K | 421 | Taiko Private Wealth, LLC |
ECOLAB INC | COM | 32K | 135 | Concordia Wealth Planning, LLC |
ECOLAB INC | COM | 66K | 279 | INVESTMENT PLANNERS, INC. |
ECOLAB INC | COM | 457K | 2K | MJP ASSOCIATES INC /ADV |
EDWARDS LIFESCIENCES CORP | COM | 384K | 4K | CAFG Wealth Management |
EDWARDS LIFESCIENCES CORP | COM | 791K | 9K | MJP ASSOCIATES INC /ADV |
EDWARDS LIFESCIENCES CORP | COM | 14K | 154 | CWS Financial Advisors, LLC |
EDWARDS LIFESCIENCES CORP | COM | 45K | 486 | Concordia Wealth Planning, LLC |
EDWARDS LIFESCIENCES CORP | COM | 73K | 785 | Taiko Private Wealth, LLC |
EDWARDS LIFESCIENCES CORP | COM | 88K | 954 | INVESTMENT PLANNERS, INC. |
ELEVANCE HEALTH INC | COM | 199K | 367 | MJP ASSOCIATES INC /ADV |
ELEVANCE HEALTH INC | COM | 7K | 13 | CWS Financial Advisors, LLC |
ELI LILLY & CO | COM | 682K | 753 | Ivanoff Wealth Management |
ELI LILLY & CO | COM | 3M | 3K | MJP ASSOCIATES INC /ADV |
ELI LILLY & CO | COM | 35K | 39 | CWS Financial Advisors, LLC |
ELI LILLY & CO | COM | 15K | 17 | Concordia Wealth Planning, LLC |
ELI LILLY & CO | COM | 636K | 702 | Taiko Private Wealth, LLC |
ELI LILLY & CO | COM | 62K | 68 | CAFG Wealth Management |
ELI LILLY & CO | COM | 142K | 157 | INVESTMENT PLANNERS, INC. |
ENERGY TRANSFER L P | COM UT LTD PTN | 70K | 4K | MJP ASSOCIATES INC /ADV |
ENERGY TRANSFER L P | COM UT LTD PTN | 6K | 342 | INVESTMENT PLANNERS, INC. |
ENERGY TRANSFER L P | COM UT LTD PTN | 670K | 41K | Taiko Private Wealth, LLC |
ENTERGY CORP NEW | COM | 4K | 39 | CWS Financial Advisors, LLC |
ENTERGY CORP NEW | COM | 60K | 563 | MJP ASSOCIATES INC /ADV |
ENTERGY CORP NEW | COM | 18K | 172 | Taiko Private Wealth, LLC |
ENTERGY CORP NEW | COM | 10K | 91 | INVESTMENT PLANNERS, INC. |
ENTERGY CORP NEW | COM | 195K | 2K | CAFG Wealth Management |
ENTERPRISE PRODS PARTNERS L | COM | 54K | 2K | MJP ASSOCIATES INC /ADV |
ENTERPRISE PRODS PARTNERS L | COM | 801K | 28K | Taiko Private Wealth, LLC |
EOG RES INC | COM | 52K | 415 | INVESTMENT PLANNERS, INC. |
EOG RES INC | COM | 7K | 53 | Roman Retirement Planning |
EOG RES INC | COM | 10K | 77 | Taiko Private Wealth, LLC |
EOG RES INC | COM | 253K | 2K | MJP ASSOCIATES INC /ADV |
EOG RES INC | COM | 14K | 111 | CWS Financial Advisors, LLC |
EQUIFAX INC | COM | 361K | 1K | MJP ASSOCIATES INC /ADV |
EQUIFAX INC | COM | 169K | 696 | INVESTMENT PLANNERS, INC. |
EQUIFAX INC | COM | 19K | 80 | Taiko Private Wealth, LLC |
EQUIFAX INC | COM | 45K | 187 | Ivanoff Wealth Management |
EQUIFAX INC | COM | 47K | 193 | CWS Financial Advisors, LLC |
EQUIFAX INC | COM | 11K | 47 | Roman Retirement Planning |
EQUIFAX INC | COM | 425K | 2K | CAFG Wealth Management |
EQUIFAX INC | COM | 69K | 286 | Concordia Wealth Planning, LLC |
EXPONENT INC | COM | 119K | 1K | INVESTMENT PLANNERS, INC. |
EXPONENT INC | COM | 13K | 137 | Taiko Private Wealth, LLC |
EXPONENT INC | COM | 246K | 3K | MJP ASSOCIATES INC /ADV |
EXPONENT INC | COM | 8K | 87 | Roman Retirement Planning |
EXPONENT INC | COM | 49K | 512 | Concordia Wealth Planning, LLC |
EXPONENT INC | COM | 33K | 347 | Ivanoff Wealth Management |
EXPONENT INC | COM | 292K | 3K | CAFG Wealth Management |
EXPONENT INC | COM | 35K | 366 | CWS Financial Advisors, LLC |
EXXON MOBIL CORP | COM | 215K | 2K | Roman Retirement Planning |
EXXON MOBIL CORP | COM | 1M | 9K | MJP ASSOCIATES INC /ADV |
EXXON MOBIL CORP | COM | 256K | 2K | INVESTMENT PLANNERS, INC. |
EXXON MOBIL CORP | COM | 60K | 524 | CWS Financial Advisors, LLC |
EXXON MOBIL CORP | COM | 289K | 3K | Taiko Private Wealth, LLC |
EXXON MOBIL CORP | COM | 2K | 14 | Redwood Private Wealth |
EXXON MOBIL CORP | COM | 34K | 297 | CAFG Wealth Management |
EXXON MOBIL CORP | COM | 22K | 187 | Concordia Wealth Planning, LLC |
FAIR ISAAC CORP | COM | 374K | 251 | MJP ASSOCIATES INC /ADV |
FAIR ISAAC CORP | COM | 34K | 23 | Ivanoff Wealth Management |
FAIR ISAAC CORP | COM | 45K | 30 | CWS Financial Advisors, LLC |
FAIR ISAAC CORP | COM | 66K | 44 | Concordia Wealth Planning, LLC |
FAIR ISAAC CORP | COM | 60K | 40 | Taiko Private Wealth, LLC |
FAIR ISAAC CORP | COM | 7K | 5 | Roman Retirement Planning |
FAIR ISAAC CORP | COM | 399K | 268 | CAFG Wealth Management |
FAIR ISAAC CORP | COM | 173K | 116 | INVESTMENT PLANNERS, INC. |
FERGUSON PLC NEW | SHS | 106K | 546 | MJP ASSOCIATES INC /ADV |
FERGUSON PLC NEW | SHS | 111K | 571 | Taiko Private Wealth, LLC |
FERGUSON PLC NEW | SHS | 12K | 64 | CWS Financial Advisors, LLC |
FERGUSON PLC NEW | SHS | 272K | 1K | CAFG Wealth Management |
FERGUSON PLC NEW | SHS | 13K | 67 | INVESTMENT PLANNERS, INC. |
FERRARI N V | COM | 123K | 300 | Taiko Private Wealth, LLC |
FERRARI N V | COM | 441K | 1K | CAFG Wealth Management |
FERRARI N V | COM | 50K | 122 | INVESTMENT PLANNERS, INC. |
FERRARI N V | COM | 19K | 46 | CWS Financial Advisors, LLC |
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 206K | 4K | MJP ASSOCIATES INC /ADV |
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 145K | 3K | Roman Retirement Planning |
FIDELITY MERRIMACK STR TR | LTD TRM BD ETF | 306K | 6K | INVESTMENT PLANNERS, INC. |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 5M | 109K | CAFG Wealth Management |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 120K | 3K | Taiko Private Wealth, LLC |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 10M | 220K | MJP ASSOCIATES INC /ADV |
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 229K | 5K | Roman Retirement Planning |
FIRST TR EXCH TRADED FD III | FT VEST TEC | 107K | 6K | Taiko Private Wealth, LLC |
FIRST TR EXCH TRADED FD III | FT VEST TEC | 8M | 461K | CAFG Wealth Management |
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 733K | 42K | MJP ASSOCIATES INC /ADV |
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 2K | 100 | INVESTMENT PLANNERS, INC. |
FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 251K | 3K | MJP ASSOCIATES INC /ADV |
FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 34K | 719 | CAFG Wealth Management |
FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 232K | 5K | INVESTMENT PLANNERS, INC. |
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 5M | 77K | Ivanoff Wealth Management |
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 6K | 95 | CAFG Wealth Management |
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 3K | 47 | Taiko Private Wealth, LLC |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 39K | 859 | Taiko Private Wealth, LLC |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 119K | 3K | Roman Retirement Planning |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 85K | 2K | Redwood Private Wealth |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 18K | 400 | MJP ASSOCIATES INC /ADV |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 34K | 739 | CAFG Wealth Management |
FIRST TR EXCHNG TRADED FD VI | SKYBRIDGE CRYPTO | 241K | 18K | MJP ASSOCIATES INC /ADV |
FIRST TR VALUE LINE DIVID IN | SHS | 1M | 30K | CAFG Wealth Management |
FORTIVE CORP | COM | 13K | 176 | CWS Financial Advisors, LLC |
FORTIVE CORP | COM | 41K | 560 | Concordia Wealth Planning, LLC |
FORTIVE CORP | COM | 92K | 1K | Taiko Private Wealth, LLC |
FORTIVE CORP | COM | 350K | 5K | CAFG Wealth Management |
FORTIVE CORP | COM | 79K | 1K | INVESTMENT PLANNERS, INC. |
FORTIVE CORP | COM | 547K | 7K | MJP ASSOCIATES INC /ADV |
GALLAGHER ARTHUR J & CO | COM | 62K | 241 | Concordia Wealth Planning, LLC |
GALLAGHER ARTHUR J & CO | COM | 381K | 1K | CAFG Wealth Management |
GALLAGHER ARTHUR J & CO | COM | 613K | 2K | MJP ASSOCIATES INC /ADV |
GALLAGHER ARTHUR J & CO | COM | 163K | 627 | Taiko Private Wealth, LLC |
GALLAGHER ARTHUR J & CO | COM | 14K | 53 | CWS Financial Advisors, LLC |
GALLAGHER ARTHUR J & CO | COM | 83K | 319 | INVESTMENT PLANNERS, INC. |
GALLAGHER ARTHUR J & CO | COM | 18K | 68 | Roman Retirement Planning |
GARTNER INC | COM | 79K | 177 | Taiko Private Wealth, LLC |
GARTNER INC | COM | 263K | 585 | CAFG Wealth Management |
GARTNER INC | COM | 400K | 890 | MJP ASSOCIATES INC /ADV |
GARTNER INC | COM | 14K | 31 | CWS Financial Advisors, LLC |
GARTNER INC | COM | 29K | 64 | Concordia Wealth Planning, LLC |
GARTNER INC | COM | 53K | 117 | INVESTMENT PLANNERS, INC. |
GE AEROSPACE | COM NEW | 11K | 69 | CWS Financial Advisors, LLC |
GE AEROSPACE | COM NEW | 439K | 3K | MJP ASSOCIATES INC /ADV |
GE AEROSPACE | COM NEW | 30K | 187 | Taiko Private Wealth, LLC |
GE AEROSPACE | COM NEW | 25K | 156 | Roman Retirement Planning |
GENERAL DYNAMICS CORP | COM | 20K | 70 | INVESTMENT PLANNERS, INC. |
GENERAL DYNAMICS CORP | COM | 10K | 34 | Concordia Wealth Planning, LLC |
GENERAL DYNAMICS CORP | COM | 46K | 159 | Taiko Private Wealth, LLC |
GENERAL DYNAMICS CORP | COM | 14K | 47 | CWS Financial Advisors, LLC |
GENERAL DYNAMICS CORP | COM | 111K | 382 | MJP ASSOCIATES INC /ADV |
GENERAL DYNAMICS CORP | COM | 9K | 30 | Roman Retirement Planning |
GENERAL DYNAMICS CORP | COM | 2K | 8 | Redwood Private Wealth |
GILEAD SCIENCES INC | COM | 19K | 283 | Ivanoff Wealth Management |
GILEAD SCIENCES INC | COM | 91K | 1K | INVESTMENT PLANNERS, INC. |
GILEAD SCIENCES INC | COM | 3K | 51 | Concordia Wealth Planning, LLC |
GILEAD SCIENCES INC | COM | 50K | 735 | MJP ASSOCIATES INC /ADV |
GILEAD SCIENCES INC | COM | 55K | 800 | Taiko Private Wealth, LLC |
GILEAD SCIENCES INC | COM | 28K | 408 | Roman Retirement Planning |
GILEAD SCIENCES INC | COM | 20K | 295 | CWS Financial Advisors, LLC |
GLOBAL X FDS | NASDAQ 100 COVER | 3M | 172K | MJP ASSOCIATES INC /ADV |
GLOBAL X FDS | S&P 500 CATHOLIC | 289K | 4K | INVESTMENT PLANNERS, INC. |
GLOBAL X FDS | S&P 500 CATHOLIC | 405K | 6K | MJP ASSOCIATES INC /ADV |
GLOBAL X FDS | S&P 500 CATHOLIC | 543K | 8K | Concordia Wealth Planning, LLC |
GREIF INC | CL A | 460 | 8 | MJP ASSOCIATES INC /ADV |
GREIF INC | CL A | 313K | 5K | CAFG Wealth Management |
HALEON PLC | SPON ADS | 8K | 1K | INVESTMENT PLANNERS, INC. |
HALEON PLC | SPON ADS | 37K | 5K | Taiko Private Wealth, LLC |
HALEON PLC | SPON ADS | 23K | 3K | Concordia Wealth Planning, LLC |
HALEON PLC | SPON ADS | 15K | 2K | MJP ASSOCIATES INC /ADV |
HARBOR ETF TRUST | HARBOR COMMODITY | 2K | 100 | Roman Retirement Planning |
HARBOR ETF TRUST | HARBOR COMMODITY | 12K | 517 | CAFG Wealth Management |
HARBOR ETF TRUST | HARBOR COMMODITY | 242K | 11K | Taiko Private Wealth, LLC |
HCA HEALTHCARE INC | COM | 6K | 20 | CWS Financial Advisors, LLC |
HCA HEALTHCARE INC | COM | 265K | 824 | MJP ASSOCIATES INC /ADV |
HCA HEALTHCARE INC | COM | 40K | 125 | Taiko Private Wealth, LLC |
HCA HEALTHCARE INC | COM | 14K | 44 | Roman Retirement Planning |
HDFC BANK LTD | SPONSORED ADS | 47K | 724 | Concordia Wealth Planning, LLC |
HDFC BANK LTD | SPONSORED ADS | 61K | 951 | INVESTMENT PLANNERS, INC. |
HDFC BANK LTD | SPONSORED ADS | 246K | 4K | MJP ASSOCIATES INC /ADV |
HDFC BANK LTD | SPONSORED ADS | 89K | 1K | CAFG Wealth Management |
HENRY JACK & ASSOC INC | COM | 148K | 891 | INVESTMENT PLANNERS, INC. |
HENRY JACK & ASSOC INC | COM | 330K | 2K | MJP ASSOCIATES INC /ADV |
HENRY JACK & ASSOC INC | COM | 448K | 3K | CAFG Wealth Management |
HENRY JACK & ASSOC INC | COM | 42K | 252 | Ivanoff Wealth Management |
HENRY JACK & ASSOC INC | COM | 41K | 245 | CWS Financial Advisors, LLC |
HENRY JACK & ASSOC INC | COM | 18K | 111 | Taiko Private Wealth, LLC |
HENRY JACK & ASSOC INC | COM | 11K | 64 | Roman Retirement Planning |
HENRY JACK & ASSOC INC | COM | 61K | 370 | Concordia Wealth Planning, LLC |
HOME DEPOT INC | COM | 1M | 3K | MJP ASSOCIATES INC /ADV |
HOME DEPOT INC | COM | 17K | 50 | Concordia Wealth Planning, LLC |
HOME DEPOT INC | COM | 271K | 788 | INVESTMENT PLANNERS, INC. |
HOME DEPOT INC | COM | 49K | 142 | Roman Retirement Planning |
HOME DEPOT INC | COM | 2K | 5 | Redwood Private Wealth |
HOME DEPOT INC | COM | 34K | 100 | Ivanoff Wealth Management |
HOME DEPOT INC | COM | 59K | 170 | CWS Financial Advisors, LLC |
HOME DEPOT INC | COM | 72K | 210 | CAFG Wealth Management |
HOME DEPOT INC | COM | 165K | 480 | Taiko Private Wealth, LLC |
HONEYWELL INTL INC | COM | 224K | 1K | MJP ASSOCIATES INC /ADV |
HONEYWELL INTL INC | COM | 11K | 53 | CWS Financial Advisors, LLC |
HONEYWELL INTL INC | COM | 49K | 229 | CAFG Wealth Management |
HONEYWELL INTL INC | COM | 23K | 109 | INVESTMENT PLANNERS, INC. |
HORMEL FOODS CORP | COM | 11K | 373 | MJP ASSOCIATES INC /ADV |
HORMEL FOODS CORP | COM | 541K | 18K | Ivanoff Wealth Management |
ICICI BANK LIMITED | ADR | 81K | 3K | Taiko Private Wealth, LLC |
ICICI BANK LIMITED | ADR | 8K | 269 | INVESTMENT PLANNERS, INC. |
ICICI BANK LIMITED | ADR | 3K | 93 | MJP ASSOCIATES INC /ADV |
ICICI BANK LIMITED | ADR | 13K | 438 | CWS Financial Advisors, LLC |
ICICI BANK LIMITED | ADR | 266K | 9K | CAFG Wealth Management |
ICON PLC | SHS | 45K | 142 | MJP ASSOCIATES INC /ADV |
ICON PLC | SHS | 418K | 1K | CAFG Wealth Management |
ICON PLC | SHS | 127K | 406 | Taiko Private Wealth, LLC |
ICON PLC | SHS | 13K | 41 | INVESTMENT PLANNERS, INC. |
ICON PLC | SHS | 19K | 62 | CWS Financial Advisors, LLC |
IDEXX LABS INC | COM | 63K | 130 | INVESTMENT PLANNERS, INC. |
IDEXX LABS INC | COM | 11K | 22 | CWS Financial Advisors, LLC |
IDEXX LABS INC | COM | 485K | 995 | MJP ASSOCIATES INC /ADV |
IDEXX LABS INC | COM | 139K | 286 | Taiko Private Wealth, LLC |
IDEXX LABS INC | COM | 297K | 610 | CAFG Wealth Management |
IDEXX LABS INC | COM | 34K | 70 | Concordia Wealth Planning, LLC |
INTEL CORP | COM | 6K | 187 | CWS Financial Advisors, LLC |
INTEL CORP | COM | 267K | 9K | MJP ASSOCIATES INC /ADV |
INTEL CORP | COM | 42K | 1K | INVESTMENT PLANNERS, INC. |
INTERACTIVE BROKERS GROUP IN | COM CL A | 439K | 4K | CAFG Wealth Management |
INTERACTIVE BROKERS GROUP IN | COM CL A | 259K | 2K | INVESTMENT PLANNERS, INC. |
INTERACTIVE BROKERS GROUP IN | COM CL A | 48K | 394 | Ivanoff Wealth Management |
INTERACTIVE BROKERS GROUP IN | COM CL A | 12K | 100 | Roman Retirement Planning |
INTERACTIVE BROKERS GROUP IN | COM CL A | 51K | 417 | CWS Financial Advisors, LLC |
INTERACTIVE BROKERS GROUP IN | COM CL A | 353K | 3K | MJP ASSOCIATES INC /ADV |
INTERACTIVE BROKERS GROUP IN | COM CL A | 93K | 757 | Concordia Wealth Planning, LLC |
INTERACTIVE BROKERS GROUP IN | COM CL A | 45K | 370 | Taiko Private Wealth, LLC |
INTERNATIONAL BUSINESS MACHS | COM | 182K | 1K | Taiko Private Wealth, LLC |
INTERNATIONAL BUSINESS MACHS | COM | 921K | 5K | MJP ASSOCIATES INC /ADV |
INTERNATIONAL BUSINESS MACHS | COM | 4K | 22 | CWS Financial Advisors, LLC |
INTERNATIONAL BUSINESS MACHS | COM | 692 | 4 | INVESTMENT PLANNERS, INC. |
INTERNATIONAL BUSINESS MACHS | COM | 49K | 284 | CAFG Wealth Management |
INTERNATIONAL BUSINESS MACHS | COM | 13K | 76 | Roman Retirement Planning |
INTERNATIONAL BUSINESS MACHS | COM | 7K | 42 | Concordia Wealth Planning, LLC |
INTUIT | COM | 664K | 1K | CAFG Wealth Management |
INTUIT | COM | 78K | 118 | Concordia Wealth Planning, LLC |
INTUIT | COM | 1M | 2K | MJP ASSOCIATES INC /ADV |
INTUIT | COM | 131K | 199 | Taiko Private Wealth, LLC |
INTUIT | COM | 149K | 227 | INVESTMENT PLANNERS, INC. |
INTUIT | COM | 28K | 43 | CWS Financial Advisors, LLC |
INTUITIVE SURGICAL INC | COM NEW | 15K | 33 | CWS Financial Advisors, LLC |
INTUITIVE SURGICAL INC | COM NEW | 24K | 54 | Taiko Private Wealth, LLC |
INTUITIVE SURGICAL INC | COM NEW | 18K | 41 | Concordia Wealth Planning, LLC |
INTUITIVE SURGICAL INC | COM NEW | 8K | 18 | INVESTMENT PLANNERS, INC. |
INTUITIVE SURGICAL INC | COM NEW | 212K | 477 | MJP ASSOCIATES INC /ADV |
INVESCO EXCH TRADED FD TR II | ESG S&P 500 EQL | 241K | 10K | MJP ASSOCIATES INC /ADV |
INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 2M | 44K | CAFG Wealth Management |
INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 3K | 59 | MJP ASSOCIATES INC /ADV |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 9K | 113 | Taiko Private Wealth, LLC |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 1K | 14 | Roman Retirement Planning |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 3K | 39 | INVESTMENT PLANNERS, INC. |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 203K | 3K | Ivanoff Wealth Management |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 8M | 49K | Taiko Private Wealth, LLC |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 917K | 6K | Roman Retirement Planning |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 816K | 5K | Redwood Private Wealth |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 14K | MJP ASSOCIATES INC /ADV |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 7M | 44K | CAFG Wealth Management |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46K | 277 | Concordia Wealth Planning, LLC |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1M | 9K | INVESTMENT PLANNERS, INC. |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 4M | 26K | Ivanoff Wealth Management |
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 453K | 12K | MJP ASSOCIATES INC /ADV |
INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | 326K | 5K | Ivanoff Wealth Management |
INVESCO QQQ TR | UNIT SER 1 | 4K | 9 | Redwood Private Wealth |
INVESCO QQQ TR | UNIT SER 1 | 8K | 17 | Concordia Wealth Planning, LLC |
INVESCO QQQ TR | UNIT SER 1 | 3K | 7 | Taiko Private Wealth, LLC |
INVESCO QQQ TR | UNIT SER 1 | 257K | 537 | MJP ASSOCIATES INC /ADV |
INVESCO QQQ TR | UNIT SER 1 | 1M | 3K | Ivanoff Wealth Management |
INVESCO QQQ TR | UNIT SER 1 | 937K | 2K | INVESTMENT PLANNERS, INC. |
ISHARES TR | 0-3 MNTH TREASRY | 28K | 275 | Taiko Private Wealth, LLC |
ISHARES TR | 0-3 MNTH TREASRY | 5K | 45 | Concordia Wealth Planning, LLC |
ISHARES TR | 0-3 MNTH TREASRY | 401K | 4K | Ivanoff Wealth Management |
ISHARES TR | 0-3 MNTH TREASRY | 1K | 13 | Redwood Private Wealth |
ISHARES TR | 0-3 MNTH TREASRY | 212K | 2K | Roman Retirement Planning |
ISHARES TR | 0-3 MNTH TREASRY | 2K | 22 | MJP ASSOCIATES INC /ADV |
ISHARES TR | 0-5YR HI YL CP | 131K | 3K | Roman Retirement Planning |
ISHARES TR | 0-5YR HI YL CP | 350K | 8K | Taiko Private Wealth, LLC |
ISHARES TR | 0-5YR HI YL CP | 226K | 5K | MJP ASSOCIATES INC /ADV |
ISHARES TR | 0-5YR HI YL CP | 168K | 4K | CAFG Wealth Management |
ISHARES TR | 0-5YR HI YL CP | 327K | 8K | Ivanoff Wealth Management |
ISHARES TR | 7-10 YR TRSY BD | 33M | 347K | MJP ASSOCIATES INC /ADV |
ISHARES TR | 7-10 YR TRSY BD | 9M | 97K | CAFG Wealth Management |
ISHARES TR | 7-10 YR TRSY BD | 144K | 2K | Taiko Private Wealth, LLC |
ISHARES TR | BLACKROCK ULTRA | 98K | 2K | Taiko Private Wealth, LLC |
ISHARES TR | BLACKROCK ULTRA | 54K | 1K | Redwood Private Wealth |
ISHARES TR | BLACKROCK ULTRA | 18K | 350 | Roman Retirement Planning |
ISHARES TR | BLACKROCK ULTRA | 4M | 87K | Ivanoff Wealth Management |
ISHARES TR | BLACKROCK ULTRA | 7M | 129K | CAFG Wealth Management |
ISHARES TR | CORE 1 5 YR USD | 579K | 12K | Redwood Private Wealth |
ISHARES TR | CORE 1 5 YR USD | 22K | 463 | Taiko Private Wealth, LLC |
ISHARES TR | CORE 1 5 YR USD | 17K | 364 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE 1 5 YR USD | 5M | 115K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE 1 5 YR USD | 11K | 228 | Concordia Wealth Planning, LLC |
ISHARES TR | CORE HIGH DV ETF | 5M | 47K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE HIGH DV ETF | 89K | 823 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE MSCI EAFE | 42K | 575 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE MSCI EAFE | 3K | 42 | Taiko Private Wealth, LLC |
ISHARES TR | CORE MSCI EAFE | 367K | 5K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE MSCI TOTAL | 339K | 5K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE MSCI TOTAL | 405 | 6 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE S&P MCP ETF | 144K | 2K | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE S&P MCP ETF | 32K | 550 | Taiko Private Wealth, LLC |
ISHARES TR | CORE S&P MCP ETF | 159K | 3K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE S&P SCP ETF | 183K | 2K | CAFG Wealth Management |
ISHARES TR | CORE S&P SCP ETF | 147K | 1K | Concordia Wealth Planning, LLC |
ISHARES TR | CORE S&P SCP ETF | 236K | 2K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE S&P SCP ETF | 10K | 92 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE S&P SCP ETF | 19K | 179 | Ivanoff Wealth Management |
ISHARES TR | CORE S&P SCP ETF | 1M | 9K | Taiko Private Wealth, LLC |
ISHARES TR | CORE S&P TTL STK | 210K | 2K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE S&P TTL STK | 90K | 758 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE S&P TTL STK | 14K | 114 | Ivanoff Wealth Management |
ISHARES TR | CORE S&P500 ETF | 118K | 215 | Taiko Private Wealth, LLC |
ISHARES TR | CORE S&P500 ETF | 10K | 19 | Ivanoff Wealth Management |
ISHARES TR | CORE S&P500 ETF | 45K | 83 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE S&P500 ETF | 1M | 3K | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE S&P500 ETF | 59K | 108 | Concordia Wealth Planning, LLC |
ISHARES TR | CORE US AGGBD ET | 5K | 56 | CAFG Wealth Management |
ISHARES TR | CORE US AGGBD ET | 18K | 187 | Ivanoff Wealth Management |
ISHARES TR | CORE US AGGBD ET | 2K | 16 | MJP ASSOCIATES INC /ADV |
ISHARES TR | CORE US AGGBD ET | 222K | 2K | Redwood Private Wealth |
ISHARES TR | CORE US AGGBD ET | 2M | 18K | Roman Retirement Planning |
ISHARES TR | CORE US AGGBD ET | 48K | 498 | INVESTMENT PLANNERS, INC. |
ISHARES TR | CORE US AGGBD ET | 132K | 1K | Taiko Private Wealth, LLC |
ISHARES TR | CORE US AGGBD ET | 40K | 412 | Concordia Wealth Planning, LLC |
ISHARES TR | ESG AWR MSCI USA | 225K | 2K | MJP ASSOCIATES INC /ADV |
ISHARES TR | ESG AWR MSCI USA | 72K | 600 | Taiko Private Wealth, LLC |
ISHARES TR | ESG AWR MSCI USA | 9K | 78 | INVESTMENT PLANNERS, INC. |
ISHARES TR | IBONDS 24 TRM HG | 210K | 9K | Taiko Private Wealth, LLC |
ISHARES TR | INTL SEL DIV ETF | 214K | 8K | MJP ASSOCIATES INC /ADV |
ISHARES TR | INTRM GOV CR ETF | 124K | 1K | Ivanoff Wealth Management |
ISHARES TR | INTRM GOV CR ETF | 173K | 2K | INVESTMENT PLANNERS, INC. |
ISHARES TR | ISHS 1-5YR INVS | 1M | 23K | Taiko Private Wealth, LLC |
ISHARES TR | MSCI ACWI ETF | 3M | 25K | Ivanoff Wealth Management |
ISHARES TR | MSCI ACWI ETF | 956 | 9 | MJP ASSOCIATES INC /ADV |
ISHARES TR | MSCI ACWI ETF | 16K | 140 | Roman Retirement Planning |
ISHARES TR | MSCI ACWI ETF | 130K | 1K | Taiko Private Wealth, LLC |
ISHARES TR | MSCI EAFE ETF | 2M | 25K | Taiko Private Wealth, LLC |
ISHARES TR | MSCI EAFE ETF | 68K | 872 | INVESTMENT PLANNERS, INC. |
ISHARES TR | MSCI EAFE ETF | 11K | 137 | Ivanoff Wealth Management |
ISHARES TR | MSCI USA ESG SLC | 4K | 38 | Roman Retirement Planning |
ISHARES TR | MSCI USA ESG SLC | 336K | 3K | MJP ASSOCIATES INC /ADV |
ISHARES TR | MSCI USA QLT FCT | 385K | 2K | MJP ASSOCIATES INC /ADV |
ISHARES TR | RUS 1000 GRW ETF | 475K | 1K | Taiko Private Wealth, LLC |
ISHARES TR | RUS 1000 GRW ETF | 971K | 3K | INVESTMENT PLANNERS, INC. |
ISHARES TR | RUS 1000 GRW ETF | 1K | 3 | Redwood Private Wealth |
ISHARES TR | RUS 1000 GRW ETF | 14M | 38K | MJP ASSOCIATES INC /ADV |
ISHARES TR | RUS 1000 VAL ETF | 94K | 539 | INVESTMENT PLANNERS, INC. |
ISHARES TR | RUS 1000 VAL ETF | 15K | 87 | MJP ASSOCIATES INC /ADV |
ISHARES TR | RUS 1000 VAL ETF | 872 | 5 | Redwood Private Wealth |
ISHARES TR | RUS 1000 VAL ETF | 249K | 1K | Taiko Private Wealth, LLC |
ISHARES TR | RUS 2000 GRW ETF | 485K | 2K | MJP ASSOCIATES INC /ADV |
ISHARES TR | RUS 2000 GRW ETF | 2K | 7 | Ivanoff Wealth Management |
ISHARES TR | RUS 2000 GRW ETF | 34K | 130 | INVESTMENT PLANNERS, INC. |
ISHARES TR | RUSSELL 2000 ETF | 1K | 5 | Redwood Private Wealth |
ISHARES TR | RUSSELL 2000 ETF | 11K | 56 | CAFG Wealth Management |
ISHARES TR | RUSSELL 2000 ETF | 3K | 13 | INVESTMENT PLANNERS, INC. |
ISHARES TR | RUSSELL 2000 ETF | 2M | 9K | Taiko Private Wealth, LLC |
ISHARES TR | SHORT TREAS BD | 34K | 311 | INVESTMENT PLANNERS, INC. |
ISHARES TR | SHORT TREAS BD | 162K | 1K | Ivanoff Wealth Management |
ISHARES TR | SHORT TREAS BD | 306K | 3K | Taiko Private Wealth, LLC |
ISHARES TR | SHORT TREAS BD | 14K | 123 | MJP ASSOCIATES INC /ADV |
ISHARES TR | US HOME CONS ETF | 9K | 89 | Taiko Private Wealth, LLC |
ISHARES TR | US HOME CONS ETF | 46K | 457 | CAFG Wealth Management |
ISHARES TR | US HOME CONS ETF | 1K | 10 | Roman Retirement Planning |
ISHARES TR | US HOME CONS ETF | 13K | 132 | MJP ASSOCIATES INC /ADV |
ISHARES TR | US HOME CONS ETF | 195K | 2K | Ivanoff Wealth Management |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 5M | 95K | MJP ASSOCIATES INC /ADV |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 200K | 4K | MJP ASSOCIATES INC /ADV |
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 18M | 361K | MJP ASSOCIATES INC /ADV |
JABIL INC | COM | 1M | 13K | CAFG Wealth Management |
JABIL INC | COM | 904K | 8K | MJP ASSOCIATES INC /ADV |
JABIL INC | COM | 1K | 12 | INVESTMENT PLANNERS, INC. |
JANUS DETROIT STR TR | HENDRSON AAA CL | 100K | 2K | Taiko Private Wealth, LLC |
JANUS DETROIT STR TR | HENDRSON AAA CL | 12M | 245K | MJP ASSOCIATES INC /ADV |
JANUS DETROIT STR TR | HENDRSON AAA CL | 5M | 91K | CAFG Wealth Management |
JOHNSON & JOHNSON | COM | 32K | 220 | CWS Financial Advisors, LLC |
JOHNSON & JOHNSON | COM | 740K | 5K | Taiko Private Wealth, LLC |
JOHNSON & JOHNSON | COM | 228K | 2K | INVESTMENT PLANNERS, INC. |
JOHNSON & JOHNSON | COM | 731 | 5 | Redwood Private Wealth |
JOHNSON & JOHNSON | COM | 757K | 5K | MJP ASSOCIATES INC /ADV |
JOHNSON & JOHNSON | COM | 131K | 894 | Concordia Wealth Planning, LLC |
JOHNSON & JOHNSON | COM | 91K | 624 | CAFG Wealth Management |
JOHNSON & JOHNSON | COM | 559K | 4K | Ivanoff Wealth Management |
JOHNSON & JOHNSON | COM | 38K | 262 | Roman Retirement Planning |
JPMORGAN CHASE & CO. | COM | 72K | 354 | CWS Financial Advisors, LLC |
JPMORGAN CHASE & CO. | COM | 21K | 104 | CAFG Wealth Management |
JPMORGAN CHASE & CO. | COM | 55K | 274 | Concordia Wealth Planning, LLC |
JPMORGAN CHASE & CO. | COM | 227K | 1K | INVESTMENT PLANNERS, INC. |
JPMORGAN CHASE & CO. | COM | 318K | 2K | Taiko Private Wealth, LLC |
JPMORGAN CHASE & CO. | COM | 3M | 13K | MJP ASSOCIATES INC /ADV |
JPMORGAN CHASE & CO. | COM | 2K | 11 | Redwood Private Wealth |
JPMORGAN CHASE & CO. | COM | 76K | 375 | Roman Retirement Planning |
KELLANOVA | COM | 25K | 432 | MJP ASSOCIATES INC /ADV |
KELLANOVA | COM | 27K | 472 | Concordia Wealth Planning, LLC |
KELLANOVA | COM | 2M | 41K | Taiko Private Wealth, LLC |
KELLANOVA | COM | 33K | 577 | INVESTMENT PLANNERS, INC. |
KEURIG DR PEPPER INC | COM | 28K | 841 | MJP ASSOCIATES INC /ADV |
KEURIG DR PEPPER INC | COM | 624K | 19K | Ivanoff Wealth Management |
KIMBERLY-CLARK CORP | COM | 74K | 537 | MJP ASSOCIATES INC /ADV |
KIMBERLY-CLARK CORP | COM | 632K | 5K | Ivanoff Wealth Management |
KIMBERLY-CLARK CORP | COM | 40K | 288 | Concordia Wealth Planning, LLC |
KIMBERLY-CLARK CORP | COM | 4K | 32 | Roman Retirement Planning |
KIMBERLY-CLARK CORP | COM | 155K | 1K | INVESTMENT PLANNERS, INC. |
KIMBERLY-CLARK CORP | COM | 66K | 480 | Taiko Private Wealth, LLC |
KINDER MORGAN INC DEL | COM | 609K | 31K | Taiko Private Wealth, LLC |
KINDER MORGAN INC DEL | COM | 21K | 1K | INVESTMENT PLANNERS, INC. |
KINDER MORGAN INC DEL | COM | 9K | 437 | Concordia Wealth Planning, LLC |
KINDER MORGAN INC DEL | COM | 55K | 3K | MJP ASSOCIATES INC /ADV |
KINDER MORGAN INC DEL | COM | 8K | 405 | Roman Retirement Planning |
KKR & CO INC | COM | 437K | 4K | CAFG Wealth Management |
KKR & CO INC | COM | 18K | 171 | CWS Financial Advisors, LLC |
KKR & CO INC | COM | 52K | 498 | Concordia Wealth Planning, LLC |
KKR & CO INC | COM | 96K | 912 | INVESTMENT PLANNERS, INC. |
KKR & CO INC | COM | 765K | 7K | MJP ASSOCIATES INC /ADV |
KKR & CO INC | COM | 111K | 1K | Taiko Private Wealth, LLC |
KLA CORP | COM NEW | 275K | 334 | CAFG Wealth Management |
KLA CORP | COM NEW | 642K | 778 | MJP ASSOCIATES INC /ADV |
KLA CORP | COM NEW | 52K | 63 | Taiko Private Wealth, LLC |
KLA CORP | COM NEW | 11K | 13 | CWS Financial Advisors, LLC |
KLA CORP | COM NEW | 70K | 85 | INVESTMENT PLANNERS, INC. |
KLA CORP | COM NEW | 31K | 38 | Concordia Wealth Planning, LLC |
LAM RESEARCH CORP | COM | 40K | 38 | INVESTMENT PLANNERS, INC. |
LAM RESEARCH CORP | COM | 20K | 19 | CWS Financial Advisors, LLC |
LAM RESEARCH CORP | COM | 48K | 45 | CAFG Wealth Management |
LAM RESEARCH CORP | COM | 146K | 137 | MJP ASSOCIATES INC /ADV |
LAMB WESTON HLDGS INC | COM | 890K | 11K | MJP ASSOCIATES INC /ADV |
LAMB WESTON HLDGS INC | COM | 1K | 16 | INVESTMENT PLANNERS, INC. |
LAMB WESTON HLDGS INC | COM | 12K | 137 | Taiko Private Wealth, LLC |
LAMB WESTON HLDGS INC | COM | 1M | 17K | CAFG Wealth Management |
LCI INDS | COM | 4K | 40 | Taiko Private Wealth, LLC |
LCI INDS | COM | 35K | 335 | INVESTMENT PLANNERS, INC. |
LCI INDS | COM | 10K | 96 | CWS Financial Advisors, LLC |
LCI INDS | COM | 15K | 141 | Concordia Wealth Planning, LLC |
LCI INDS | COM | 90K | 869 | CAFG Wealth Management |
LCI INDS | COM | 10K | 98 | Ivanoff Wealth Management |
LCI INDS | COM | 2K | 22 | Roman Retirement Planning |
LCI INDS | COM | 75K | 727 | MJP ASSOCIATES INC /ADV |
LENNOX INTL INC | COM | 29K | 54 | Taiko Private Wealth, LLC |
LENNOX INTL INC | COM | 68K | 128 | CWS Financial Advisors, LLC |
LENNOX INTL INC | COM | 588K | 1K | CAFG Wealth Management |
LENNOX INTL INC | COM | 512K | 958 | MJP ASSOCIATES INC /ADV |
LENNOX INTL INC | COM | 244K | 457 | INVESTMENT PLANNERS, INC. |
LENNOX INTL INC | COM | 101K | 188 | Concordia Wealth Planning, LLC |
LENNOX INTL INC | COM | 18K | 34 | Roman Retirement Planning |
LENNOX INTL INC | COM | 66K | 123 | Ivanoff Wealth Management |
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 2M | 29K | CAFG Wealth Management |
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 1M | 18K | MJP ASSOCIATES INC /ADV |
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 2K | 26 | INVESTMENT PLANNERS, INC. |
LINDE PLC | SHS | 79K | 180 | INVESTMENT PLANNERS, INC. |
LINDE PLC | SHS | 365K | 832 | MJP ASSOCIATES INC /ADV |
LINDE PLC | SHS | 245K | 558 | CAFG Wealth Management |
LINDE PLC | SHS | 15K | 34 | Concordia Wealth Planning, LLC |
LINDE PLC | SHS | 113K | 258 | Taiko Private Wealth, LLC |
LINDE PLC | SHS | 35K | 80 | CWS Financial Advisors, LLC |
LOCKHEED MARTIN CORP | COM | 2K | 5 | Redwood Private Wealth |
LOCKHEED MARTIN CORP | COM | 62K | 133 | Taiko Private Wealth, LLC |
LOCKHEED MARTIN CORP | COM | 42K | 90 | Roman Retirement Planning |
LOCKHEED MARTIN CORP | COM | 144K | 308 | INVESTMENT PLANNERS, INC. |
LOCKHEED MARTIN CORP | COM | 271K | 580 | MJP ASSOCIATES INC /ADV |
LOCKHEED MARTIN CORP | COM | 7K | 15 | Concordia Wealth Planning, LLC |
LOCKHEED MARTIN CORP | COM | 597K | 1K | Ivanoff Wealth Management |
LOCKHEED MARTIN CORP | COM | 37K | 79 | CWS Financial Advisors, LLC |
LOWES COS INC | COM | 882 | 4 | Redwood Private Wealth |
LOWES COS INC | COM | 6K | 25 | CAFG Wealth Management |
LOWES COS INC | COM | 10K | 46 | CWS Financial Advisors, LLC |
LOWES COS INC | COM | 22K | 100 | Taiko Private Wealth, LLC |
LOWES COS INC | COM | 178K | 809 | MJP ASSOCIATES INC /ADV |
LPL FINL HLDGS INC | COM | 85K | 305 | Concordia Wealth Planning, LLC |
LPL FINL HLDGS INC | COM | 81K | 291 | Taiko Private Wealth, LLC |
LPL FINL HLDGS INC | COM | 56K | 202 | Ivanoff Wealth Management |
LPL FINL HLDGS INC | COM | 424K | 2K | MJP ASSOCIATES INC /ADV |
LPL FINL HLDGS INC | COM | 55K | 197 | CWS Financial Advisors, LLC |
LPL FINL HLDGS INC | COM | 207K | 740 | INVESTMENT PLANNERS, INC. |
LPL FINL HLDGS INC | COM | 513K | 2K | CAFG Wealth Management |
LPL FINL HLDGS INC | COM | 14K | 51 | Roman Retirement Planning |
MARATHON PETE CORP | COM | 34K | 195 | Taiko Private Wealth, LLC |
MARATHON PETE CORP | COM | 184K | 1K | MJP ASSOCIATES INC /ADV |
MARATHON PETE CORP | COM | 10K | 56 | CWS Financial Advisors, LLC |
MARATHON PETE CORP | COM | 12K | 70 | Concordia Wealth Planning, LLC |
MARATHON PETE CORP | COM | 59K | 338 | INVESTMENT PLANNERS, INC. |
MARVELL TECHNOLOGY INC | COM | 47K | 676 | Concordia Wealth Planning, LLC |
MARVELL TECHNOLOGY INC | COM | 90K | 1K | INVESTMENT PLANNERS, INC. |
MARVELL TECHNOLOGY INC | COM | 2M | 24K | MJP ASSOCIATES INC /ADV |
MARVELL TECHNOLOGY INC | COM | 225K | 3K | Taiko Private Wealth, LLC |
MARVELL TECHNOLOGY INC | COM | 2M | 27K | CAFG Wealth Management |
MARVELL TECHNOLOGY INC | COM | 15K | 211 | CWS Financial Advisors, LLC |
MASTERCARD INCORPORATED | CL A | 40K | 90 | CWS Financial Advisors, LLC |
MASTERCARD INCORPORATED | CL A | 81K | 184 | Taiko Private Wealth, LLC |
MASTERCARD INCORPORATED | CL A | 23K | 52 | CAFG Wealth Management |
MASTERCARD INCORPORATED | CL A | 77K | 174 | INVESTMENT PLANNERS, INC. |
MASTERCARD INCORPORATED | CL A | 22K | 49 | Concordia Wealth Planning, LLC |
MASTERCARD INCORPORATED | CL A | 26K | 59 | Roman Retirement Planning |
MASTERCARD INCORPORATED | CL A | 842K | 2K | MJP ASSOCIATES INC /ADV |
MCDONALDS CORP | COM | 122K | 478 | INVESTMENT PLANNERS, INC. |
MCDONALDS CORP | COM | 601K | 2K | MJP ASSOCIATES INC /ADV |
MCDONALDS CORP | COM | 9K | 37 | Concordia Wealth Planning, LLC |
MCDONALDS CORP | COM | 255 | 1 | Redwood Private Wealth |
MCDONALDS CORP | COM | 780K | 3K | Taiko Private Wealth, LLC |
MCDONALDS CORP | COM | 47K | 183 | CWS Financial Advisors, LLC |
MCDONALDS CORP | COM | 43K | 168 | Roman Retirement Planning |
MCDONALDS CORP | COM | 59K | 231 | CAFG Wealth Management |
MCDONALDS CORP | COM | 540K | 2K | Ivanoff Wealth Management |
MEDTRONIC PLC | SHS | 8K | 104 | Concordia Wealth Planning, LLC |
MEDTRONIC PLC | SHS | 30K | 383 | CWS Financial Advisors, LLC |
MEDTRONIC PLC | SHS | 8K | 107 | CAFG Wealth Management |
MEDTRONIC PLC | SHS | 73K | 922 | MJP ASSOCIATES INC /ADV |
MEDTRONIC PLC | SHS | 34K | 426 | Roman Retirement Planning |
MEDTRONIC PLC | SHS | 145K | 2K | INVESTMENT PLANNERS, INC. |
MEDTRONIC PLC | SHS | 49K | 627 | Taiko Private Wealth, LLC |
MERCADOLIBRE INC | COM | 15K | 9 | CWS Financial Advisors, LLC |
MERCADOLIBRE INC | COM | 255K | 155 | CAFG Wealth Management |
MERCADOLIBRE INC | COM | 25K | 15 | INVESTMENT PLANNERS, INC. |
MERCADOLIBRE INC | COM | 30K | 18 | MJP ASSOCIATES INC /ADV |
MERCADOLIBRE INC | COM | 71K | 43 | Taiko Private Wealth, LLC |
MERCK & CO INC | COM | 56K | 450 | Concordia Wealth Planning, LLC |
MERCK & CO INC | COM | 2M | 12K | MJP ASSOCIATES INC /ADV |
MERCK & CO INC | COM | 1M | 10K | Taiko Private Wealth, LLC |
MERCK & CO INC | COM | 36K | 291 | CWS Financial Advisors, LLC |
MERCK & CO INC | COM | 195K | 2K | INVESTMENT PLANNERS, INC. |
MERCK & CO INC | COM | 28K | 230 | CAFG Wealth Management |
MERCK & CO INC | COM | 51K | 412 | Roman Retirement Planning |
META PLATFORMS INC | CL A | 372K | 738 | Taiko Private Wealth, LLC |
META PLATFORMS INC | CL A | 5K | 10 | Redwood Private Wealth |
META PLATFORMS INC | CL A | 52K | 104 | Concordia Wealth Planning, LLC |
META PLATFORMS INC | CL A | 187K | 371 | INVESTMENT PLANNERS, INC. |
META PLATFORMS INC | CL A | 50K | 100 | CWS Financial Advisors, LLC |
META PLATFORMS INC | CL A | 42K | 84 | CAFG Wealth Management |
META PLATFORMS INC | CL A | 3M | 5K | MJP ASSOCIATES INC /ADV |
METLIFE INC | COM | 195K | 3K | MJP ASSOCIATES INC /ADV |
METLIFE INC | COM | 13K | 188 | Concordia Wealth Planning, LLC |
METLIFE INC | COM | 5K | 70 | CWS Financial Advisors, LLC |
METLIFE INC | COM | 65K | 921 | Taiko Private Wealth, LLC |
METLIFE INC | COM | 1K | 17 | INVESTMENT PLANNERS, INC. |
METLIFE INC | COM | 13K | 179 | Roman Retirement Planning |
MICROSOFT CORP | COM | 3M | 7K | Taiko Private Wealth, LLC |
MICROSOFT CORP | COM | 1M | 3K | Concordia Wealth Planning, LLC |
MICROSOFT CORP | COM | 221K | 494 | CWS Financial Advisors, LLC |
MICROSOFT CORP | COM | 24K | 53 | Roman Retirement Planning |
MICROSOFT CORP | COM | 1M | 3K | CAFG Wealth Management |
MICROSOFT CORP | COM | 675K | 2K | INVESTMENT PLANNERS, INC. |
MICROSOFT CORP | COM | 839K | 2K | Ivanoff Wealth Management |
MICROSOFT CORP | COM | 10M | 21K | MJP ASSOCIATES INC /ADV |
MONDAY COM LTD | SHS | 9K | 36 | CWS Financial Advisors, LLC |
MONDAY COM LTD | SHS | 11K | 44 | INVESTMENT PLANNERS, INC. |
MONDAY COM LTD | SHS | 162K | 672 | CAFG Wealth Management |
MONDAY COM LTD | SHS | 54K | 224 | Taiko Private Wealth, LLC |
MONDELEZ INTL INC | CL A | 551K | 8K | Ivanoff Wealth Management |
MONDELEZ INTL INC | CL A | 47K | 720 | Roman Retirement Planning |
MONDELEZ INTL INC | CL A | 9K | 133 | CAFG Wealth Management |
MONDELEZ INTL INC | CL A | 6K | 85 | CWS Financial Advisors, LLC |
MONDELEZ INTL INC | CL A | 101K | 2K | MJP ASSOCIATES INC /ADV |
MONOLITHIC PWR SYS INC | COM | 725K | 882 | MJP ASSOCIATES INC /ADV |
MONOLITHIC PWR SYS INC | COM | 54K | 66 | Concordia Wealth Planning, LLC |
MONOLITHIC PWR SYS INC | COM | 103K | 125 | INVESTMENT PLANNERS, INC. |
MONOLITHIC PWR SYS INC | COM | 146K | 178 | Taiko Private Wealth, LLC |
MONOLITHIC PWR SYS INC | COM | 17K | 21 | CWS Financial Advisors, LLC |
MONOLITHIC PWR SYS INC | COM | 477K | 581 | CAFG Wealth Management |
MORGAN STANLEY | COM NEW | 4K | 45 | CWS Financial Advisors, LLC |
MORGAN STANLEY | COM NEW | 25K | 254 | CAFG Wealth Management |
MORGAN STANLEY | COM NEW | 166K | 2K | MJP ASSOCIATES INC /ADV |
MORGAN STANLEY | COM NEW | 27K | 273 | INVESTMENT PLANNERS, INC. |
MPLX LP | COM UNIT REP LTD | 330K | 8K | Taiko Private Wealth, LLC |
MSCI INC | COM | 110K | 229 | INVESTMENT PLANNERS, INC. |
MSCI INC | COM | 442K | 918 | CAFG Wealth Management |
MSCI INC | COM | 91K | 188 | Taiko Private Wealth, LLC |
MSCI INC | COM | 14K | 30 | CWS Financial Advisors, LLC |
MSCI INC | COM | 472K | 979 | MJP ASSOCIATES INC /ADV |
MSCI INC | COM | 34K | 71 | Concordia Wealth Planning, LLC |
NETFLIX INC | COM | 54K | 80 | Taiko Private Wealth, LLC |
NETFLIX INC | COM | 16K | 24 | CWS Financial Advisors, LLC |
NETFLIX INC | COM | 433K | 642 | MJP ASSOCIATES INC /ADV |
NETFLIX INC | COM | 20K | 30 | Concordia Wealth Planning, LLC |
NETFLIX INC | COM | 9K | 13 | CAFG Wealth Management |
NETFLIX INC | COM | 161K | 239 | INVESTMENT PLANNERS, INC. |
NEXTERA ENERGY INC | COM | 288K | 4K | MJP ASSOCIATES INC /ADV |
NEXTERA ENERGY INC | COM | 56K | 786 | INVESTMENT PLANNERS, INC. |
NEXTERA ENERGY INC | COM | 15K | 215 | Concordia Wealth Planning, LLC |
NEXTERA ENERGY INC | COM | 196K | 3K | CAFG Wealth Management |
NEXTERA ENERGY INC | COM | 2K | 29 | CWS Financial Advisors, LLC |
NIKE INC | CL B | 12K | 156 | CWS Financial Advisors, LLC |
NIKE INC | CL B | 20K | 264 | INVESTMENT PLANNERS, INC. |
NIKE INC | CL B | 191K | 3K | Taiko Private Wealth, LLC |
NIKE INC | CL B | 15K | 204 | Concordia Wealth Planning, LLC |
NIKE INC | CL B | 3K | 45 | Roman Retirement Planning |
NIKE INC | CL B | 148K | 2K | MJP ASSOCIATES INC /ADV |
NIKE INC | CL B | 73 | 200 | MJP ASSOCIATES INC /ADV |
NOKIA CORP | SPONSORED ADR | 113K | 30K | MJP ASSOCIATES INC /ADV |
NORDSON CORP | COM | 21K | 89 | Taiko Private Wealth, LLC |
NORDSON CORP | COM | 12K | 53 | Roman Retirement Planning |
NORDSON CORP | COM | 48K | 206 | Ivanoff Wealth Management |
NORDSON CORP | COM | 475K | 2K | CAFG Wealth Management |
NORDSON CORP | COM | 388K | 2K | MJP ASSOCIATES INC /ADV |
NORDSON CORP | COM | 175K | 754 | INVESTMENT PLANNERS, INC. |
NORDSON CORP | COM | 61K | 262 | CWS Financial Advisors, LLC |
NORDSON CORP | COM | 72K | 311 | Concordia Wealth Planning, LLC |
NORFOLK SOUTHN CORP | COM | 28K | 132 | INVESTMENT PLANNERS, INC. |
NORFOLK SOUTHN CORP | COM | 191K | 888 | MJP ASSOCIATES INC /ADV |
NORFOLK SOUTHN CORP | COM | 4K | 18 | CWS Financial Advisors, LLC |
NORFOLK SOUTHN CORP | COM | 57K | 264 | Roman Retirement Planning |
NORTHROP GRUMMAN CORP | COM | 20M | 47K | Taiko Private Wealth, LLC |
NORTHROP GRUMMAN CORP | COM | 7K | 15 | CAFG Wealth Management |
NORTHROP GRUMMAN CORP | COM | 30K | 69 | INVESTMENT PLANNERS, INC. |
NORTHROP GRUMMAN CORP | COM | 136K | 313 | MJP ASSOCIATES INC /ADV |
NOVO-NORDISK A S | ADR | 32K | 224 | CWS Financial Advisors, LLC |
NOVO-NORDISK A S | ADR | 254K | 2K | Taiko Private Wealth, LLC |
NOVO-NORDISK A S | ADR | 79K | 554 | Concordia Wealth Planning, LLC |
NOVO-NORDISK A S | ADR | 694K | 5K | MJP ASSOCIATES INC /ADV |
NOVO-NORDISK A S | ADR | 788K | 6K | CAFG Wealth Management |
NOVO-NORDISK A S | ADR | 148K | 1K | INVESTMENT PLANNERS, INC. |
NU HLDGS LTD | ORD SHS CL A | 8K | 630 | CWS Financial Advisors, LLC |
NU HLDGS LTD | ORD SHS CL A | 163K | 13K | CAFG Wealth Management |
NU HLDGS LTD | ORD SHS CL A | 19K | 1K | INVESTMENT PLANNERS, INC. |
NU HLDGS LTD | ORD SHS CL A | 56K | 4K | Taiko Private Wealth, LLC |
NUVEEN MULTI ASSET INCOME FU | COM | 128K | 10K | INVESTMENT PLANNERS, INC. |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 87K | 7K | INVESTMENT PLANNERS, INC. |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 6K | 474 | Redwood Private Wealth |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 37K | 3K | Taiko Private Wealth, LLC |
NUVEEN PFD & INCOME OPPORTUN | COM | 35K | 5K | MJP ASSOCIATES INC /ADV |
NUVEEN PFD & INCOME OPPORTUN | COM | 182K | 24K | Taiko Private Wealth, LLC |
NVIDIA CORPORATION | COM | 751K | 6K | INVESTMENT PLANNERS, INC. |
NVIDIA CORPORATION | COM | 27K | 220 | Redwood Private Wealth |
NVIDIA CORPORATION | COM | 212K | 2K | CWS Financial Advisors, LLC |
NVIDIA CORPORATION | COM | 10M | 79K | MJP ASSOCIATES INC /ADV |
NVIDIA CORPORATION | COM | 1M | 11K | CAFG Wealth Management |
NVIDIA CORPORATION | COM | 2M | 20K | Taiko Private Wealth, LLC |
NVIDIA CORPORATION | COM | 193K | 2K | Concordia Wealth Planning, LLC |
OMNICOM GROUP INC | COM | 39K | 436 | Roman Retirement Planning |
OMNICOM GROUP INC | COM | 136K | 2K | INVESTMENT PLANNERS, INC. |
OMNICOM GROUP INC | COM | 24K | 268 | CWS Financial Advisors, LLC |
OMNICOM GROUP INC | COM | 40K | 451 | Taiko Private Wealth, LLC |
OMNICOM GROUP INC | COM | 80K | 893 | MJP ASSOCIATES INC /ADV |
OMNICOM GROUP INC | COM | 20K | 226 | Concordia Wealth Planning, LLC |
OMNICOM GROUP INC | COM | 1K | 12 | Redwood Private Wealth |
ON SEMICONDUCTOR CORP | COM | 443K | 6K | MJP ASSOCIATES INC /ADV |
ON SEMICONDUCTOR CORP | COM | 669K | 10K | CAFG Wealth Management |
ON SEMICONDUCTOR CORP | COM | 686 | 10 | INVESTMENT PLANNERS, INC. |
ONEOK INC NEW | COM | 58K | 712 | MJP ASSOCIATES INC /ADV |
ONEOK INC NEW | COM | 1M | 13K | Taiko Private Wealth, LLC |
ORACLE CORP | COM | 34K | 240 | CWS Financial Advisors, LLC |
ORACLE CORP | COM | 59K | 415 | INVESTMENT PLANNERS, INC. |
ORACLE CORP | COM | 5K | 38 | Redwood Private Wealth |
ORACLE CORP | COM | 7K | 50 | CAFG Wealth Management |
ORACLE CORP | COM | 79K | 560 | Taiko Private Wealth, LLC |
ORACLE CORP | COM | 173K | 1K | MJP ASSOCIATES INC /ADV |
ORACLE CORP | COM | 23K | 162 | Concordia Wealth Planning, LLC |
ORACLE CORP | COM | 6K | 43 | Roman Retirement Planning |
OTIS WORLDWIDE CORP | COM | 147K | 2K | MJP ASSOCIATES INC /ADV |
OTIS WORLDWIDE CORP | COM | 99K | 1K | Taiko Private Wealth, LLC |
PALO ALTO NETWORKS INC | COM | 85K | 251 | CAFG Wealth Management |
PALO ALTO NETWORKS INC | COM | 7K | 21 | CWS Financial Advisors, LLC |
PALO ALTO NETWORKS INC | COM | 505K | 1K | MJP ASSOCIATES INC /ADV |
PALO ALTO NETWORKS INC | COM | 171K | 504 | INVESTMENT PLANNERS, INC. |
PARKER-HANNIFIN CORP | COM | 229K | 453 | MJP ASSOCIATES INC /ADV |
PARKER-HANNIFIN CORP | COM | 67K | 133 | INVESTMENT PLANNERS, INC. |
PARKER-HANNIFIN CORP | COM | 14K | 27 | Roman Retirement Planning |
PARKER-HANNIFIN CORP | COM | 75K | 149 | Taiko Private Wealth, LLC |
PARKER-HANNIFIN CORP | COM | 32K | 63 | Concordia Wealth Planning, LLC |
PAYCHEX INC | COM | 38K | 320 | CWS Financial Advisors, LLC |
PAYCHEX INC | COM | 32K | 274 | Roman Retirement Planning |
PAYCHEX INC | COM | 100K | 844 | MJP ASSOCIATES INC /ADV |
PAYCHEX INC | COM | 20K | 171 | Taiko Private Wealth, LLC |
PAYCHEX INC | COM | 104K | 881 | INVESTMENT PLANNERS, INC. |
PEPSICO INC | COM | 214K | 1K | Roman Retirement Planning |
PEPSICO INC | COM | 162K | 985 | Taiko Private Wealth, LLC |
PEPSICO INC | COM | 200K | 1K | CAFG Wealth Management |
PEPSICO INC | COM | 1K | 7 | Redwood Private Wealth |
PEPSICO INC | COM | 108K | 654 | Concordia Wealth Planning, LLC |
PEPSICO INC | COM | 40K | 244 | CWS Financial Advisors, LLC |
PEPSICO INC | COM | 566K | 3K | Ivanoff Wealth Management |
PEPSICO INC | COM | 242K | 1K | INVESTMENT PLANNERS, INC. |
PEPSICO INC | COM | 653K | 4K | MJP ASSOCIATES INC /ADV |
PFIZER INC | COM | 613K | 22K | Ivanoff Wealth Management |
PFIZER INC | COM | 6K | 214 | CWS Financial Advisors, LLC |
PFIZER INC | COM | 373K | 13K | MJP ASSOCIATES INC /ADV |
PFIZER INC | COM | 727 | 26 | Redwood Private Wealth |
PFIZER INC | COM | 28K | 1K | CAFG Wealth Management |
PFIZER INC | COM | 223K | 8K | Taiko Private Wealth, LLC |
PFIZER INC | COM | 57K | 2K | INVESTMENT PLANNERS, INC. |
PFIZER INC | COM | 9K | 337 | Concordia Wealth Planning, LLC |
PFIZER INC | COM | 9K | 323 | Roman Retirement Planning |
PHILIP MORRIS INTL INC | COM | 94K | 929 | Taiko Private Wealth, LLC |
PHILIP MORRIS INTL INC | COM | 2K | 23 | Redwood Private Wealth |
PHILIP MORRIS INTL INC | COM | 1K | 10 | INVESTMENT PLANNERS, INC. |
PHILIP MORRIS INTL INC | COM | 13K | 126 | Concordia Wealth Planning, LLC |
PHILIP MORRIS INTL INC | COM | 6K | 63 | CWS Financial Advisors, LLC |
PHILIP MORRIS INTL INC | COM | 430K | 4K | MJP ASSOCIATES INC /ADV |
PHILIP MORRIS INTL INC | COM | 11K | 112 | Roman Retirement Planning |
PHILLIPS 66 | COM | 17K | 123 | Concordia Wealth Planning, LLC |
PHILLIPS 66 | COM | 23K | 164 | Taiko Private Wealth, LLC |
PHILLIPS 66 | COM | 30K | 210 | CWS Financial Advisors, LLC |
PHILLIPS 66 | COM | 76K | 539 | Roman Retirement Planning |
PHILLIPS 66 | COM | 234K | 2K | INVESTMENT PLANNERS, INC. |
PHILLIPS 66 | COM | 178K | 1K | MJP ASSOCIATES INC /ADV |
PIMCO ETF TR | 0-5 HIGH YIELD | 21K | 227 | Redwood Private Wealth |
PIMCO ETF TR | 0-5 HIGH YIELD | 368K | 4K | Taiko Private Wealth, LLC |
PIMCO ETF TR | ACTIVE BD ETF | 509K | 6K | INVESTMENT PLANNERS, INC. |
PIMCO ETF TR | ACTIVE BD ETF | 85K | 936 | MJP ASSOCIATES INC /ADV |
PIMCO ETF TR | ENHAN SHRT MA AC | 347K | 3K | Taiko Private Wealth, LLC |
PIMCO ETF TR | ENHAN SHRT MA AC | 36K | 358 | Roman Retirement Planning |
PIMCO ETF TR | ENHAN SHRT MA AC | 2M | 17K | CAFG Wealth Management |
PIMCO ETF TR | ENHAN SHRT MA AC | 19M | 189K | MJP ASSOCIATES INC /ADV |
PIMCO ETF TR | ENHAN SHRT MA AC | 3K | 32 | Redwood Private Wealth |
PIMCO ETF TR | ENHAN SHRT MA AC | 173K | 2K | INVESTMENT PLANNERS, INC. |
POOL CORP | COM | 413K | 1K | CAFG Wealth Management |
POOL CORP | COM | 70K | 228 | Concordia Wealth Planning, LLC |
POOL CORP | COM | 368K | 1K | MJP ASSOCIATES INC /ADV |
POOL CORP | COM | 12K | 39 | Roman Retirement Planning |
POOL CORP | COM | 49K | 160 | CWS Financial Advisors, LLC |
POOL CORP | COM | 18K | 60 | Taiko Private Wealth, LLC |
POOL CORP | COM | 166K | 539 | INVESTMENT PLANNERS, INC. |
POOL CORP | COM | 47K | 152 | Ivanoff Wealth Management |
PROCTER AND GAMBLE CO | COM | 22K | 131 | Concordia Wealth Planning, LLC |
PROCTER AND GAMBLE CO | COM | 988K | 6K | Taiko Private Wealth, LLC |
PROCTER AND GAMBLE CO | COM | 287K | 2K | INVESTMENT PLANNERS, INC. |
PROCTER AND GAMBLE CO | COM | 1M | 7K | MJP ASSOCIATES INC /ADV |
PROCTER AND GAMBLE CO | COM | 609K | 4K | Ivanoff Wealth Management |
PROCTER AND GAMBLE CO | COM | 47K | 288 | Roman Retirement Planning |
PROCTER AND GAMBLE CO | COM | 21K | 127 | CAFG Wealth Management |
PROCTER AND GAMBLE CO | COM | 51K | 310 | CWS Financial Advisors, LLC |
PROCTER AND GAMBLE CO | COM | 1K | 7 | Redwood Private Wealth |
PROGRESSIVE CORP | COM | 107K | 515 | INVESTMENT PLANNERS, INC. |
PROGRESSIVE CORP | COM | 79K | 378 | Taiko Private Wealth, LLC |
PROGRESSIVE CORP | COM | 396K | 2K | CAFG Wealth Management |
PROGRESSIVE CORP | COM | 711K | 3K | MJP ASSOCIATES INC /ADV |
PROGRESSIVE CORP | COM | 18K | 87 | CWS Financial Advisors, LLC |
PROGRESSIVE CORP | COM | 47K | 228 | Concordia Wealth Planning, LLC |
PROLOGIS INC. | COM | 71K | 629 | Taiko Private Wealth, LLC |
PROLOGIS INC. | COM | 7K | 64 | CAFG Wealth Management |
PROLOGIS INC. | COM | 8K | 74 | Concordia Wealth Planning, LLC |
PROLOGIS INC. | COM | 786 | 7 | INVESTMENT PLANNERS, INC. |
PROLOGIS INC. | COM | 7K | 65 | Roman Retirement Planning |
PROLOGIS INC. | COM | 132K | 1K | MJP ASSOCIATES INC /ADV |
PRUDENTIAL FINL INC | COM | 107K | 912 | Taiko Private Wealth, LLC |
PRUDENTIAL FINL INC | COM | 29K | 244 | CWS Financial Advisors, LLC |
PRUDENTIAL FINL INC | COM | 102K | 872 | INVESTMENT PLANNERS, INC. |
PRUDENTIAL FINL INC | COM | 71K | 608 | Roman Retirement Planning |
PRUDENTIAL FINL INC | COM | 93K | 792 | MJP ASSOCIATES INC /ADV |
PRUDENTIAL FINL INC | COM | 15K | 132 | Concordia Wealth Planning, LLC |
PRUDENTIAL PLC | ADR | 110K | 6K | MJP ASSOCIATES INC /ADV |
PRUDENTIAL PLC | ADR | 41K | 2K | CAFG Wealth Management |
PRUDENTIAL PLC | ADR | 21K | 1K | Concordia Wealth Planning, LLC |
PRUDENTIAL PLC | ADR | 28K | 2K | INVESTMENT PLANNERS, INC. |
QUALCOMM INC | COM | 39K | 197 | Concordia Wealth Planning, LLC |
QUALCOMM INC | COM | 483K | 2K | MJP ASSOCIATES INC /ADV |
QUALCOMM INC | COM | 50K | 252 | CAFG Wealth Management |
QUALCOMM INC | COM | 13K | 64 | Roman Retirement Planning |
QUALCOMM INC | COM | 12K | 62 | CWS Financial Advisors, LLC |
QUALCOMM INC | COM | 69K | 345 | Taiko Private Wealth, LLC |
QUALCOMM INC | COM | 83K | 415 | INVESTMENT PLANNERS, INC. |
QUANTA SVCS INC | COM | 75K | 296 | MJP ASSOCIATES INC /ADV |
QUANTA SVCS INC | COM | 149K | 587 | Taiko Private Wealth, LLC |
QUANTA SVCS INC | COM | 362K | 1K | Ivanoff Wealth Management |
QUANTA SVCS INC | COM | 46K | 180 | INVESTMENT PLANNERS, INC. |
RB GLOBAL INC | COM | 318K | 4K | MJP ASSOCIATES INC /ADV |
RB GLOBAL INC | COM | 117K | 2K | CAFG Wealth Management |
RB GLOBAL INC | COM | 61K | 794 | Taiko Private Wealth, LLC |
RB GLOBAL INC | COM | 62K | 814 | Concordia Wealth Planning, LLC |
RB GLOBAL INC | COM | 80K | 1K | INVESTMENT PLANNERS, INC. |
READY CAPITAL CORP | COM | 258K | 32K | MJP ASSOCIATES INC /ADV |
REPUBLIC SVCS INC | COM | 57K | 295 | MJP ASSOCIATES INC /ADV |
REPUBLIC SVCS INC | COM | 9K | 46 | CAFG Wealth Management |
REPUBLIC SVCS INC | COM | 632K | 3K | Ivanoff Wealth Management |
RITHM CAPITAL CORP | COM NEW | 111K | 10K | MJP ASSOCIATES INC /ADV |
ROLLINS INC | COM | 12K | 240 | Roman Retirement Planning |
ROLLINS INC | COM | 68K | 1K | Concordia Wealth Planning, LLC |
ROLLINS INC | COM | 19K | 382 | Taiko Private Wealth, LLC |
ROLLINS INC | COM | 364K | 7K | MJP ASSOCIATES INC /ADV |
ROLLINS INC | COM | 47K | 970 | Ivanoff Wealth Management |
ROLLINS INC | COM | 416K | 9K | CAFG Wealth Management |
ROLLINS INC | COM | 45K | 931 | CWS Financial Advisors, LLC |
ROLLINS INC | COM | 166K | 3K | INVESTMENT PLANNERS, INC. |
ROPER TECHNOLOGIES INC | COM | 49K | 88 | Taiko Private Wealth, LLC |
ROPER TECHNOLOGIES INC | COM | 219K | 389 | MJP ASSOCIATES INC /ADV |
RTX CORPORATION | COM | 402 | 4 | Redwood Private Wealth |
RTX CORPORATION | COM | 1M | 11K | MJP ASSOCIATES INC /ADV |
RTX CORPORATION | COM | 6K | 61 | CWS Financial Advisors, LLC |
RTX CORPORATION | COM | 217K | 2K | Taiko Private Wealth, LLC |
RTX CORPORATION | COM | 502 | 5 | INVESTMENT PLANNERS, INC. |
RTX CORPORATION | COM | 567K | 6K | CAFG Wealth Management |
S&P GLOBAL INC | COM | 263K | 590 | MJP ASSOCIATES INC /ADV |
S&P GLOBAL INC | COM | 19K | 42 | CWS Financial Advisors, LLC |
S&P GLOBAL INC | COM | 8K | 18 | Concordia Wealth Planning, LLC |
SAIA INC | COM | 39K | 83 | CWS Financial Advisors, LLC |
SAIA INC | COM | 312K | 658 | MJP ASSOCIATES INC /ADV |
SAIA INC | COM | 17K | 36 | Taiko Private Wealth, LLC |
SAIA INC | COM | 361K | 762 | CAFG Wealth Management |
SAIA INC | COM | 60K | 127 | Concordia Wealth Planning, LLC |
SAIA INC | COM | 144K | 304 | INVESTMENT PLANNERS, INC. |
SAIA INC | COM | 9K | 20 | Roman Retirement Planning |
SAIA INC | COM | 37K | 78 | Ivanoff Wealth Management |
SALESFORCE INC | COM | 215K | 837 | MJP ASSOCIATES INC /ADV |
SALESFORCE INC | COM | 7K | 29 | CWS Financial Advisors, LLC |
SALESFORCE INC | COM | 3K | 10 | INVESTMENT PLANNERS, INC. |
SALESFORCE INC | COM | 19K | 72 | CAFG Wealth Management |
SALESFORCE INC | COM | 176K | 685 | Taiko Private Wealth, LLC |
SBA COMMUNICATIONS CORP NEW | CL A | 3K | 17 | Taiko Private Wealth, LLC |
SBA COMMUNICATIONS CORP NEW | CL A | 2K | 11 | Roman Retirement Planning |
SBA COMMUNICATIONS CORP NEW | CL A | 10K | 53 | Concordia Wealth Planning, LLC |
SBA COMMUNICATIONS CORP NEW | CL A | 951K | 5K | MJP ASSOCIATES INC /ADV |
SBA COMMUNICATIONS CORP NEW | CL A | 1K | 7 | INVESTMENT PLANNERS, INC. |
SBA COMMUNICATIONS CORP NEW | CL A | 1M | 8K | CAFG Wealth Management |
SCHWAB CHARLES CORP | COM | 4K | 52 | CWS Financial Advisors, LLC |
SCHWAB CHARLES CORP | COM | 2K | 28 | Redwood Private Wealth |
SCHWAB CHARLES CORP | COM | 14K | 190 | Taiko Private Wealth, LLC |
SCHWAB CHARLES CORP | COM | 78K | 1K | MJP ASSOCIATES INC /ADV |
SCHWAB CHARLES CORP | COM | 116K | 2K | CAFG Wealth Management |
SCHWAB CHARLES CORP | COM | 8K | 109 | Concordia Wealth Planning, LLC |
SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 13M | 13M | Taiko Private Wealth, LLC |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 23K | 348 | MJP ASSOCIATES INC /ADV |
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 231K | 3K | INVESTMENT PLANNERS, INC. |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 45K | 1K | Ivanoff Wealth Management |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 191K | 5K | INVESTMENT PLANNERS, INC. |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 31K | 806 | MJP ASSOCIATES INC /ADV |
SCHWAB STRATEGIC TR | US AGGREGATE B | 5M | 101K | Roman Retirement Planning |
SCHWAB STRATEGIC TR | US AGGREGATE B | 9K | 204 | INVESTMENT PLANNERS, INC. |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 172K | 3K | INVESTMENT PLANNERS, INC. |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 44K | 695 | MJP ASSOCIATES INC /ADV |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 290K | 3K | Concordia Wealth Planning, LLC |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 123K | 1K | INVESTMENT PLANNERS, INC. |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 9K | 85 | MJP ASSOCIATES INC /ADV |
SCHWAB STRATEGIC TR | US SML CAP ETF | 623K | 13K | Taiko Private Wealth, LLC |
SCHWAB STRATEGIC TR | US SML CAP ETF | 32K | 666 | INVESTMENT PLANNERS, INC. |
SCHWAB STRATEGIC TR | US SML CAP ETF | 396K | 8K | MJP ASSOCIATES INC /ADV |
SCOTTS MIRACLE-GRO CO | CL A | 11K | 170 | Taiko Private Wealth, LLC |
SCOTTS MIRACLE-GRO CO | CL A | 240K | 4K | CAFG Wealth Management |
SCOTTS MIRACLE-GRO CO | CL A | 196K | 3K | MJP ASSOCIATES INC /ADV |
SCOTTS MIRACLE-GRO CO | CL A | 31K | 469 | CWS Financial Advisors, LLC |
SCOTTS MIRACLE-GRO CO | CL A | 39K | 605 | Concordia Wealth Planning, LLC |
SCOTTS MIRACLE-GRO CO | CL A | 7K | 103 | Roman Retirement Planning |
SCOTTS MIRACLE-GRO CO | CL A | 94K | 1K | INVESTMENT PLANNERS, INC. |
SCOTTS MIRACLE-GRO CO | CL A | 26K | 405 | Ivanoff Wealth Management |
SELECT SECTOR SPDR TR | COMMUNICATION | 1M | 14K | Ivanoff Wealth Management |
SELECT SECTOR SPDR TR | COMMUNICATION | 38K | 443 | Taiko Private Wealth, LLC |
SELECT SECTOR SPDR TR | COMMUNICATION | 5M | 58K | CAFG Wealth Management |
SELECT SECTOR SPDR TR | COMMUNICATION | 79K | 924 | Roman Retirement Planning |
SELECT SECTOR SPDR TR | COMMUNICATION | 10K | 122 | MJP ASSOCIATES INC /ADV |
SELECT SECTOR SPDR TR | FINANCIAL | 164K | 4K | MJP ASSOCIATES INC /ADV |
SELECT SECTOR SPDR TR | FINANCIAL | 5K | 129 | Taiko Private Wealth, LLC |
SELECT SECTOR SPDR TR | FINANCIAL | 73K | 2K | Roman Retirement Planning |
SELECT SECTOR SPDR TR | FINANCIAL | 707K | 17K | Ivanoff Wealth Management |
SELECT SECTOR SPDR TR | FINANCIAL | 4M | 100K | CAFG Wealth Management |
SELECT SECTOR SPDR TR | INDL | 5M | 38K | CAFG Wealth Management |
SELECT SECTOR SPDR TR | INDL | 36K | 293 | Taiko Private Wealth, LLC |
SELECT SECTOR SPDR TR | INDL | 32K | 265 | MJP ASSOCIATES INC /ADV |
SELECT SECTOR SPDR TR | INDL | 1M | 9K | Ivanoff Wealth Management |
SELECT SECTOR SPDR TR | INDL | 74K | 606 | Roman Retirement Planning |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 391K | 2K | Ivanoff Wealth Management |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 36K | 198 | MJP ASSOCIATES INC /ADV |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 28K | 152 | Taiko Private Wealth, LLC |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 103K | 564 | CAFG Wealth Management |
SELECT SECTOR SPDR TR | TECHNOLOGY | 19K | 84 | MJP ASSOCIATES INC /ADV |
SELECT SECTOR SPDR TR | TECHNOLOGY | 5M | 23K | CAFG Wealth Management |
SELECT SECTOR SPDR TR | TECHNOLOGY | 40K | 176 | Taiko Private Wealth, LLC |
SELECT SECTOR SPDR TR | TECHNOLOGY | 14K | 61 | INVESTMENT PLANNERS, INC. |
SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 5K | Ivanoff Wealth Management |
SELECT SECTOR SPDR TR | TECHNOLOGY | 82K | 361 | Roman Retirement Planning |
SEMPRA | COM | 288K | 4K | Ivanoff Wealth Management |
SEMPRA | COM | 5K | 60 | CWS Financial Advisors, LLC |
SEMPRA | COM | 468K | 6K | MJP ASSOCIATES INC /ADV |
SERVICENOW INC | COM | 191K | 243 | INVESTMENT PLANNERS, INC. |
SERVICENOW INC | COM | 116K | 148 | Taiko Private Wealth, LLC |
SERVICENOW INC | COM | 25K | 32 | CWS Financial Advisors, LLC |
SERVICENOW INC | COM | 1M | 1K | MJP ASSOCIATES INC /ADV |
SERVICENOW INC | COM | 84K | 107 | Concordia Wealth Planning, LLC |
SERVICENOW INC | COM | 596K | 757 | CAFG Wealth Management |
SITEONE LANDSCAPE SUPPLY INC | COM | 12K | 95 | Taiko Private Wealth, LLC |
SITEONE LANDSCAPE SUPPLY INC | COM | 27K | 221 | Ivanoff Wealth Management |
SITEONE LANDSCAPE SUPPLY INC | COM | 207K | 2K | MJP ASSOCIATES INC /ADV |
SITEONE LANDSCAPE SUPPLY INC | COM | 29K | 241 | CWS Financial Advisors, LLC |
SITEONE LANDSCAPE SUPPLY INC | COM | 100K | 820 | INVESTMENT PLANNERS, INC. |
SITEONE LANDSCAPE SUPPLY INC | COM | 257K | 2K | CAFG Wealth Management |
SITEONE LANDSCAPE SUPPLY INC | COM | 7K | 58 | Roman Retirement Planning |
SITEONE LANDSCAPE SUPPLY INC | COM | 41K | 341 | Concordia Wealth Planning, LLC |
SOUTHERN CO | COM | 34K | 434 | CWS Financial Advisors, LLC |
SOUTHERN CO | COM | 105K | 1K | INVESTMENT PLANNERS, INC. |
SOUTHERN CO | COM | 66K | 850 | Roman Retirement Planning |
SOUTHERN CO | COM | 184K | 2K | MJP ASSOCIATES INC /ADV |
SOUTHERN CO | COM | 12K | 158 | Concordia Wealth Planning, LLC |
SOUTHERN CO | COM | 80K | 1K | Taiko Private Wealth, LLC |
SOUTHERN CO | COM | 639K | 8K | Ivanoff Wealth Management |
SPDR GOLD TR | GOLD SHS | 77K | 360 | CAFG Wealth Management |
SPDR GOLD TR | GOLD SHS | 75K | 347 | MJP ASSOCIATES INC /ADV |
SPDR GOLD TR | GOLD SHS | 13K | 62 | INVESTMENT PLANNERS, INC. |
SPDR GOLD TR | GOLD SHS | 30K | 140 | Ivanoff Wealth Management |
SPDR GOLD TR | GOLD SHS | 22K | 100 | Taiko Private Wealth, LLC |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 22K | 625 | INVESTMENT PLANNERS, INC. |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3K | 78 | Redwood Private Wealth |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 2M | 67K | Roman Retirement Planning |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 18K | 503 | MJP ASSOCIATES INC /ADV |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 597K | 16K | Roman Retirement Planning |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 21K | 570 | INVESTMENT PLANNERS, INC. |
SPDR INDEX SHS FDS | S&P INTL SMLCP | 24K | 762 | INVESTMENT PLANNERS, INC. |
SPDR INDEX SHS FDS | S&P INTL SMLCP | 583K | 18K | Roman Retirement Planning |
SPDR S&P 500 ETF TR | TR UNIT | 13K | 24 | INVESTMENT PLANNERS, INC. |
SPDR S&P 500 ETF TR | TR UNIT | 4K | 7 | Roman Retirement Planning |
SPDR S&P 500 ETF TR | TR UNIT | 374K | 688 | MJP ASSOCIATES INC /ADV |
SPDR S&P 500 ETF TR | TR UNIT | 4M | 7K | Ivanoff Wealth Management |
SPDR S&P 500 ETF TR | TR UNIT | 7M | 12K | Taiko Private Wealth, LLC |
SPDR S&P 500 ETF TR | TR UNIT | 381K | 700 | CAFG Wealth Management |
SPDR SER TR | BLOOMBERG 1-3 MO | 19K | 202 | Taiko Private Wealth, LLC |
SPDR SER TR | BLOOMBERG 1-3 MO | 157K | 2K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | BLOOMBERG 1-3 MO | 10K | 113 | INVESTMENT PLANNERS, INC. |
SPDR SER TR | BLOOMBERG 1-3 MO | 11K | 118 | Concordia Wealth Planning, LLC |
SPDR SER TR | BLOOMBERG 1-3 MO | 23K | 249 | CAFG Wealth Management |
SPDR SER TR | BLOOMBERG 1-3 MO | 2K | 23 | Ivanoff Wealth Management |
SPDR SER TR | NUVEEN BLMBRG MU | 42K | 908 | Redwood Private Wealth |
SPDR SER TR | NUVEEN BLMBRG MU | 2M | 43K | Roman Retirement Planning |
SPDR SER TR | NUVEEN BLMBRG MU | 5K | 99 | MJP ASSOCIATES INC /ADV |
SPDR SER TR | NUVEEN BLMBRG MU | 37K | 807 | Concordia Wealth Planning, LLC |
SPDR SER TR | NUVEEN BLMBRG MU | 29K | 625 | Taiko Private Wealth, LLC |
SPDR SER TR | PORTFOLI S&P1500 | 3M | 43K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PORTFOLI S&P1500 | 9K | 130 | Redwood Private Wealth |
SPDR SER TR | PORTFOLI S&P1500 | 45K | 673 | INVESTMENT PLANNERS, INC. |
SPDR SER TR | PORTFOLIO AGRGTE | 2K | 80 | INVESTMENT PLANNERS, INC. |
SPDR SER TR | PORTFOLIO AGRGTE | 18K | 708 | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PORTFOLIO AGRGTE | 104K | 4K | Redwood Private Wealth |
SPDR SER TR | PORTFOLIO AGRGTE | 4K | 162 | Concordia Wealth Planning, LLC |
SPDR SER TR | PORTFOLIO AGRGTE | 75K | 3K | Roman Retirement Planning |
SPDR SER TR | PORTFOLIO S&P400 | 3M | 65K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PORTFOLIO S&P400 | 2K | 34 | INVESTMENT PLANNERS, INC. |
SPDR SER TR | PORTFOLIO S&P500 | 68K | 1K | INVESTMENT PLANNERS, INC. |
SPDR SER TR | PORTFOLIO S&P500 | 3M | 46K | Ivanoff Wealth Management |
SPDR SER TR | PORTFOLIO S&P500 | 144K | 2K | Concordia Wealth Planning, LLC |
SPDR SER TR | PORTFOLIO S&P500 | 876K | 14K | Redwood Private Wealth |
SPDR SER TR | PORTFOLIO S&P500 | 489K | 8K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PORTFOLIO S&P500 | 3M | 53K | Roman Retirement Planning |
SPDR SER TR | PORTFOLIO S&P500 | 8M | 122K | CAFG Wealth Management |
SPDR SER TR | PORTFOLIO S&P500 | 228K | 4K | Taiko Private Wealth, LLC |
SPDR SER TR | PORTFOLIO S&P600 | 74K | 2K | Concordia Wealth Planning, LLC |
SPDR SER TR | PORTFOLIO S&P600 | 313K | 8K | Ivanoff Wealth Management |
SPDR SER TR | PORTFOLIO S&P600 | 2M | 43K | Roman Retirement Planning |
SPDR SER TR | PORTFOLIO S&P600 | 5M | 120K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PORTFOLIO S&P600 | 57K | 1K | Redwood Private Wealth |
SPDR SER TR | PORTFOLIO S&P600 | 123K | 3K | Taiko Private Wealth, LLC |
SPDR SER TR | PRTFLO S&P500 GW | 190K | 2K | Redwood Private Wealth |
SPDR SER TR | PRTFLO S&P500 GW | 8K | 99 | INVESTMENT PLANNERS, INC. |
SPDR SER TR | PRTFLO S&P500 GW | 4M | 49K | Roman Retirement Planning |
SPDR SER TR | PRTFLO S&P500 HI | 141K | 4K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PRTFLO S&P500 HI | 3M | 76K | Roman Retirement Planning |
SPDR SER TR | PRTFLO S&P500 VL | 17K | 355 | INVESTMENT PLANNERS, INC. |
SPDR SER TR | PRTFLO S&P500 VL | 106K | 2K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | PRTFLO S&P500 VL | 2M | 36K | CAFG Wealth Management |
SPDR SER TR | PRTFLO S&P500 VL | 10K | 207 | Concordia Wealth Planning, LLC |
SPDR SER TR | PRTFLO S&P500 VL | 375K | 8K | Roman Retirement Planning |
SPDR SER TR | PRTFLO S&P500 VL | 31K | 644 | Ivanoff Wealth Management |
SPDR SER TR | S&P 600 SMCP GRW | 4K | 51 | Concordia Wealth Planning, LLC |
SPDR SER TR | S&P 600 SMCP GRW | 64K | 749 | Redwood Private Wealth |
SPDR SER TR | S&P 600 SMCP GRW | 2M | 24K | Roman Retirement Planning |
SPDR SER TR | S&P 600 SMCP VAL | 34K | 435 | Concordia Wealth Planning, LLC |
SPDR SER TR | S&P 600 SMCP VAL | 543K | 7K | MJP ASSOCIATES INC /ADV |
SPDR SER TR | S&P HOMEBUILD | 14K | 136 | MJP ASSOCIATES INC /ADV |
SPDR SER TR | S&P HOMEBUILD | 2M | 24K | CAFG Wealth Management |
SPDR SER TR | S&P HOMEBUILD | 164K | 2K | Taiko Private Wealth, LLC |
SPDR SER TR | S&P HOMEBUILD | 606 | 6 | Redwood Private Wealth |
SPOTIFY TECHNOLOGY S A | SHS | 200K | 638 | CAFG Wealth Management |
SPOTIFY TECHNOLOGY S A | SHS | 10K | 31 | CWS Financial Advisors, LLC |
SPOTIFY TECHNOLOGY S A | SHS | 63K | 200 | Taiko Private Wealth, LLC |
SPOTIFY TECHNOLOGY S A | SHS | 6K | 20 | INVESTMENT PLANNERS, INC. |
SPOTIFY TECHNOLOGY S A | SHS | 28K | 88 | MJP ASSOCIATES INC /ADV |
STANLEY BLACK & DECKER INC | COM | 213K | 3K | MJP ASSOCIATES INC /ADV |
STARBUCKS CORP | COM | 19K | 250 | CAFG Wealth Management |
STARBUCKS CORP | COM | 60K | 776 | MJP ASSOCIATES INC /ADV |
STARBUCKS CORP | COM | 189K | 2K | Taiko Private Wealth, LLC |
STARBUCKS CORP | COM | 17K | 217 | CWS Financial Advisors, LLC |
STARBUCKS CORP | COM | 511K | 7K | Ivanoff Wealth Management |
STARBUCKS CORP | COM | 234 | 3 | Redwood Private Wealth |
STARBUCKS CORP | COM | 6K | 78 | Concordia Wealth Planning, LLC |
STARBUCKS CORP | COM | 9K | 110 | INVESTMENT PLANNERS, INC. |
STERIS PLC | SHS USD | 70K | 317 | Taiko Private Wealth, LLC |
STERIS PLC | SHS USD | 227K | 1K | CAFG Wealth Management |
STERIS PLC | SHS USD | 11K | 48 | CWS Financial Advisors, LLC |
STERIS PLC | SHS USD | 7K | 32 | INVESTMENT PLANNERS, INC. |
STERIS PLC | SHS USD | 12K | 56 | MJP ASSOCIATES INC /ADV |
STRYKER CORPORATION | COM | 85K | 248 | MJP ASSOCIATES INC /ADV |
STRYKER CORPORATION | COM | 24K | 71 | CAFG Wealth Management |
STRYKER CORPORATION | COM | 20K | 60 | CWS Financial Advisors, LLC |
STRYKER CORPORATION | COM | 16K | 46 | INVESTMENT PLANNERS, INC. |
STRYKER CORPORATION | COM | 70K | 205 | Concordia Wealth Planning, LLC |
SYNOPSYS INC | COM | 7K | 12 | CWS Financial Advisors, LLC |
SYNOPSYS INC | COM | 202K | 340 | MJP ASSOCIATES INC /ADV |
SYNOPSYS INC | COM | 80K | 135 | Taiko Private Wealth, LLC |
SYSCO CORP | COM | 14K | 203 | Concordia Wealth Planning, LLC |
SYSCO CORP | COM | 554K | 8K | Ivanoff Wealth Management |
SYSCO CORP | COM | 37K | 515 | MJP ASSOCIATES INC /ADV |
SYSCO CORP | COM | 54K | 755 | INVESTMENT PLANNERS, INC. |
T ROWE PRICE ETF INC | PRICE BLUE CHIP | 10M | 255K | MJP ASSOCIATES INC /ADV |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 143K | 825 | INVESTMENT PLANNERS, INC. |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 14K | 81 | CWS Financial Advisors, LLC |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 589K | 3K | MJP ASSOCIATES INC /ADV |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 84K | 481 | Concordia Wealth Planning, LLC |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 429K | 2K | CAFG Wealth Management |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 149K | 860 | Taiko Private Wealth, LLC |
TARGA RES CORP | COM | 200K | 2K | Taiko Private Wealth, LLC |
TARGA RES CORP | COM | 16K | 121 | MJP ASSOCIATES INC /ADV |
TARGET CORP | COM | 585K | 4K | MJP ASSOCIATES INC /ADV |
TARGET CORP | COM | 574K | 4K | CAFG Wealth Management |
TARGET CORP | COM | 740 | 5 | INVESTMENT PLANNERS, INC. |
TELEDYNE TECHNOLOGIES INC | COM | 7K | 19 | Roman Retirement Planning |
TELEDYNE TECHNOLOGIES INC | COM | 234K | 604 | MJP ASSOCIATES INC /ADV |
TELEDYNE TECHNOLOGIES INC | COM | 46K | 119 | Concordia Wealth Planning, LLC |
TELEDYNE TECHNOLOGIES INC | COM | 28K | 72 | Ivanoff Wealth Management |
TELEDYNE TECHNOLOGIES INC | COM | 286K | 738 | CAFG Wealth Management |
TELEDYNE TECHNOLOGIES INC | COM | 36K | 94 | CWS Financial Advisors, LLC |
TELEDYNE TECHNOLOGIES INC | COM | 112K | 288 | INVESTMENT PLANNERS, INC. |
TELEDYNE TECHNOLOGIES INC | COM | 13K | 34 | Taiko Private Wealth, LLC |
TERADYNE INC | COM | 502K | 3K | MJP ASSOCIATES INC /ADV |
TERADYNE INC | COM | 566K | 4K | CAFG Wealth Management |
TERADYNE INC | COM | 93K | 626 | Concordia Wealth Planning, LLC |
TERADYNE INC | COM | 63K | 425 | Ivanoff Wealth Management |
TERADYNE INC | COM | 16K | 106 | Roman Retirement Planning |
TERADYNE INC | COM | 48K | 324 | Taiko Private Wealth, LLC |
TERADYNE INC | COM | 227K | 2K | INVESTMENT PLANNERS, INC. |
TERADYNE INC | COM | 61K | 412 | CWS Financial Advisors, LLC |
TESLA INC | COM | 242K | 1K | INVESTMENT PLANNERS, INC. |
TESLA INC | COM | 7K | 33 | Roman Retirement Planning |
TESLA INC | COM | 30K | 150 | CWS Financial Advisors, LLC |
TESLA INC | COM | 843K | 4K | MJP ASSOCIATES INC /ADV |
TESLA INC | COM | 50K | 254 | Ivanoff Wealth Management |
TESLA INC | COM | 3K | 17 | CAFG Wealth Management |
TESLA INC | COM | 8K | 40 | Concordia Wealth Planning, LLC |
TEXAS INSTRS INC | COM | 595K | 3K | MJP ASSOCIATES INC /ADV |
TEXAS INSTRS INC | COM | 80K | 413 | CAFG Wealth Management |
TEXAS INSTRS INC | COM | 11K | 56 | CWS Financial Advisors, LLC |
TEXAS INSTRS INC | COM | 2K | 12 | Taiko Private Wealth, LLC |
TEXAS INSTRS INC | COM | 13K | 68 | Concordia Wealth Planning, LLC |
TEXAS INSTRS INC | COM | 584 | 3 | Redwood Private Wealth |
TEXAS INSTRS INC | COM | 146K | 749 | INVESTMENT PLANNERS, INC. |
THE CIGNA GROUP | COM | 51K | 154 | CAFG Wealth Management |
THE CIGNA GROUP | COM | 156K | 471 | MJP ASSOCIATES INC /ADV |
THE CIGNA GROUP | COM | 6K | 17 | CWS Financial Advisors, LLC |
THE CIGNA GROUP | COM | 6K | 19 | Concordia Wealth Planning, LLC |
THERMO FISHER SCIENTIFIC INC | COM | 26K | 47 | CWS Financial Advisors, LLC |
THERMO FISHER SCIENTIFIC INC | COM | 61K | 111 | Concordia Wealth Planning, LLC |
THERMO FISHER SCIENTIFIC INC | COM | 97K | 175 | Taiko Private Wealth, LLC |
THERMO FISHER SCIENTIFIC INC | COM | 536K | 970 | CAFG Wealth Management |
THERMO FISHER SCIENTIFIC INC | COM | 81K | 147 | INVESTMENT PLANNERS, INC. |
THERMO FISHER SCIENTIFIC INC | COM | 894K | 2K | MJP ASSOCIATES INC /ADV |
THOMSON REUTERS CORP. | COM | 9K | 55 | INVESTMENT PLANNERS, INC. |
THOMSON REUTERS CORP. | COM | 243K | 1K | CAFG Wealth Management |
THOMSON REUTERS CORP. | COM | 64K | 382 | Taiko Private Wealth, LLC |
THOMSON REUTERS CORP. | COM | 10K | 59 | CWS Financial Advisors, LLC |
THOR INDS INC | COM | 104K | 1K | INVESTMENT PLANNERS, INC. |
THOR INDS INC | COM | 7K | 78 | Roman Retirement Planning |
THOR INDS INC | COM | 28K | 304 | CWS Financial Advisors, LLC |
THOR INDS INC | COM | 217K | 2K | MJP ASSOCIATES INC /ADV |
THOR INDS INC | COM | 29K | 312 | Ivanoff Wealth Management |
THOR INDS INC | COM | 266K | 3K | CAFG Wealth Management |
THOR INDS INC | COM | 12K | 130 | Taiko Private Wealth, LLC |
THOR INDS INC | COM | 43K | 458 | Concordia Wealth Planning, LLC |
TJX COS INC NEW | COM | 9K | 84 | Concordia Wealth Planning, LLC |
TJX COS INC NEW | COM | 35K | 320 | Taiko Private Wealth, LLC |
TJX COS INC NEW | COM | 23K | 208 | CWS Financial Advisors, LLC |
TJX COS INC NEW | COM | 3K | 31 | INVESTMENT PLANNERS, INC. |
TJX COS INC NEW | COM | 220K | 2K | MJP ASSOCIATES INC /ADV |
T-MOBILE US INC | COM | 248K | 1K | MJP ASSOCIATES INC /ADV |
T-MOBILE US INC | COM | 9K | 50 | CWS Financial Advisors, LLC |
T-MOBILE US INC | COM | 10K | 54 | CAFG Wealth Management |
T-MOBILE US INC | COM | 4K | 20 | Taiko Private Wealth, LLC |
T-MOBILE US INC | COM | 30K | 169 | Concordia Wealth Planning, LLC |
T-MOBILE US INC | COM | 2K | 12 | Roman Retirement Planning |
T-MOBILE US INC | COM | 57K | 324 | INVESTMENT PLANNERS, INC. |
TRANE TECHNOLOGIES PLC | SHS | 10K | 30 | CWS Financial Advisors, LLC |
TRANE TECHNOLOGIES PLC | SHS | 229K | 697 | MJP ASSOCIATES INC /ADV |
TRAVELERS COMPANIES INC | COM | 106K | 520 | INVESTMENT PLANNERS, INC. |
TRAVELERS COMPANIES INC | COM | 77K | 377 | MJP ASSOCIATES INC /ADV |
TRAVELERS COMPANIES INC | COM | 36K | 178 | Roman Retirement Planning |
TRAVELERS COMPANIES INC | COM | 23K | 111 | CWS Financial Advisors, LLC |
TRAVELERS COMPANIES INC | COM | 22K | 108 | Taiko Private Wealth, LLC |
UBER TECHNOLOGIES INC | COM | 123K | 2K | INVESTMENT PLANNERS, INC. |
UBER TECHNOLOGIES INC | COM | 21K | 286 | CWS Financial Advisors, LLC |
UBER TECHNOLOGIES INC | COM | 65K | 900 | Concordia Wealth Planning, LLC |
UBER TECHNOLOGIES INC | COM | 429K | 6K | CAFG Wealth Management |
UBER TECHNOLOGIES INC | COM | 726K | 10K | MJP ASSOCIATES INC /ADV |
UBER TECHNOLOGIES INC | COM | 186K | 3K | Taiko Private Wealth, LLC |
UBER TECHNOLOGIES INC | COM | 2K | 200 | MJP ASSOCIATES INC /ADV |
UBS GROUP AG | SHS | 6K | 197 | INVESTMENT PLANNERS, INC. |
UBS GROUP AG | SHS | 170K | 6K | CAFG Wealth Management |
UBS GROUP AG | SHS | 50K | 2K | Taiko Private Wealth, LLC |
UBS GROUP AG | SHS | 8K | 268 | CWS Financial Advisors, LLC |
UNION PAC CORP | COM | 7K | 32 | CWS Financial Advisors, LLC |
UNION PAC CORP | COM | 191K | 842 | Roman Retirement Planning |
UNION PAC CORP | COM | 333K | 1K | MJP ASSOCIATES INC /ADV |
UNION PAC CORP | COM | 73K | 321 | INVESTMENT PLANNERS, INC. |
UNITEDHEALTH GROUP INC | COM | 31K | 60 | Concordia Wealth Planning, LLC |
UNITEDHEALTH GROUP INC | COM | 143K | 280 | Roman Retirement Planning |
UNITEDHEALTH GROUP INC | COM | 56K | 110 | Taiko Private Wealth, LLC |
UNITEDHEALTH GROUP INC | COM | 1M | 2K | MJP ASSOCIATES INC /ADV |
UNITEDHEALTH GROUP INC | COM | 25K | 50 | CWS Financial Advisors, LLC |
UNITEDHEALTH GROUP INC | COM | 116K | 227 | CAFG Wealth Management |
UNITEDHEALTH GROUP INC | COM | 96K | 188 | INVESTMENT PLANNERS, INC. |
US BANCORP DEL | COM NEW | 8K | 193 | Roman Retirement Planning |
US BANCORP DEL | COM NEW | 4K | 99 | CWS Financial Advisors, LLC |
US BANCORP DEL | COM NEW | 42K | 1K | Taiko Private Wealth, LLC |
US BANCORP DEL | COM NEW | 151K | 4K | MJP ASSOCIATES INC /ADV |
US BANCORP DEL | COM NEW | 8K | 209 | Concordia Wealth Planning, LLC |
US BANCORP DEL | COM NEW | 7K | 178 | INVESTMENT PLANNERS, INC. |
VANECK ETF TRUST | CLO ETF | 19K | 360 | CAFG Wealth Management |
VANECK ETF TRUST | CLO ETF | 4K | 70 | Roman Retirement Planning |
VANECK ETF TRUST | CLO ETF | 855K | 16K | Taiko Private Wealth, LLC |
VANECK ETF TRUST | CLO ETF | 207K | 4K | Ivanoff Wealth Management |
VANECK ETF TRUST | IG FLOATING RATE | 38K | 1K | INVESTMENT PLANNERS, INC. |
VANECK ETF TRUST | IG FLOATING RATE | 3K | 128 | Ivanoff Wealth Management |
VANECK ETF TRUST | IG FLOATING RATE | 1M | 48K | Taiko Private Wealth, LLC |
VANECK ETF TRUST | IG FLOATING RATE | 15M | 593K | CAFG Wealth Management |
VANECK ETF TRUST | IG FLOATING RATE | 5K | 204 | Roman Retirement Planning |
VANECK ETF TRUST | IG FLOATING RATE | 25K | 962 | Concordia Wealth Planning, LLC |
VANECK ETF TRUST | IG FLOATING RATE | 26K | 1K | MJP ASSOCIATES INC /ADV |
VANECK ETF TRUST | MRNGSTR WDE MOAT | 3M | 32K | Ivanoff Wealth Management |
VANECK ETF TRUST | SEMICONDUCTR ETF | 6K | 23 | Taiko Private Wealth, LLC |
VANECK ETF TRUST | SEMICONDUCTR ETF | 393K | 2K | MJP ASSOCIATES INC /ADV |
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 982 | 10 | MJP ASSOCIATES INC /ADV |
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 571K | 6K | Taiko Private Wealth, LLC |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 80K | 1K | Ivanoff Wealth Management |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 39K | 547 | MJP ASSOCIATES INC /ADV |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 121K | 2K | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | EXTEND MKT ETF | 784K | 5K | Ivanoff Wealth Management |
VANGUARD INDEX FDS | EXTEND MKT ETF | 2K | 12 | Concordia Wealth Planning, LLC |
VANGUARD INDEX FDS | EXTEND MKT ETF | 10K | 57 | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | EXTEND MKT ETF | 52K | 311 | MJP ASSOCIATES INC /ADV |
VANGUARD INDEX FDS | EXTEND MKT ETF | 532K | 3K | Redwood Private Wealth |
VANGUARD INDEX FDS | EXTEND MKT ETF | 882K | 5K | Taiko Private Wealth, LLC |
VANGUARD INDEX FDS | GROWTH ETF | 45K | 121 | Ivanoff Wealth Management |
VANGUARD INDEX FDS | GROWTH ETF | 1K | 3 | CAFG Wealth Management |
VANGUARD INDEX FDS | GROWTH ETF | 27K | 73 | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | GROWTH ETF | 2M | 6K | MJP ASSOCIATES INC /ADV |
VANGUARD INDEX FDS | MID CAP ETF | 901K | 4K | MJP ASSOCIATES INC /ADV |
VANGUARD INDEX FDS | MID CAP ETF | 3K | 12 | Ivanoff Wealth Management |
VANGUARD INDEX FDS | MID CAP ETF | 7K | 29 | CAFG Wealth Management |
VANGUARD INDEX FDS | MID CAP ETF | 242 | 1 | Concordia Wealth Planning, LLC |
VANGUARD INDEX FDS | MID CAP ETF | 27K | 110 | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 75M | 151K | MJP ASSOCIATES INC /ADV |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 819K | 2K | Concordia Wealth Planning, LLC |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 215K | 429 | Redwood Private Wealth |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 105K | 209 | Ivanoff Wealth Management |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 91K | 182 | CAFG Wealth Management |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 612K | 1K | Roman Retirement Planning |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | Taiko Private Wealth, LLC |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | SMALL CP ETF | 3M | 15K | CAFG Wealth Management |
VANGUARD INDEX FDS | SMALL CP ETF | 2K | 11 | Concordia Wealth Planning, LLC |
VANGUARD INDEX FDS | SMALL CP ETF | 1M | 6K | Taiko Private Wealth, LLC |
VANGUARD INDEX FDS | SMALL CP ETF | 594K | 3K | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | SMALL CP ETF | 690K | 3K | MJP ASSOCIATES INC /ADV |
VANGUARD INDEX FDS | TOTAL STK MKT | 803 | 3 | Concordia Wealth Planning, LLC |
VANGUARD INDEX FDS | TOTAL STK MKT | 3K | 12 | Taiko Private Wealth, LLC |
VANGUARD INDEX FDS | TOTAL STK MKT | 555K | 2K | Ivanoff Wealth Management |
VANGUARD INDEX FDS | TOTAL STK MKT | 182K | 682 | INVESTMENT PLANNERS, INC. |
VANGUARD INDEX FDS | TOTAL STK MKT | 14M | 52K | MJP ASSOCIATES INC /ADV |
VANGUARD INDEX FDS | VALUE ETF | 29K | 178 | Taiko Private Wealth, LLC |
VANGUARD INDEX FDS | VALUE ETF | 7K | 41 | Ivanoff Wealth Management |
VANGUARD INDEX FDS | VALUE ETF | 204K | 1K | MJP ASSOCIATES INC /ADV |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 337K | 6K | Concordia Wealth Planning, LLC |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 132K | 2K | Taiko Private Wealth, LLC |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 843K | 14K | Redwood Private Wealth |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 343K | 6K | INVESTMENT PLANNERS, INC. |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 251K | 4K | MJP ASSOCIATES INC /ADV |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 496K | 8K | CAFG Wealth Management |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 49K | 630 | INVESTMENT PLANNERS, INC. |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 14K | 175 | Concordia Wealth Planning, LLC |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 589K | 8K | Redwood Private Wealth |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 300K | 4K | Roman Retirement Planning |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 7K | 93 | MJP ASSOCIATES INC /ADV |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 2K | 31 | Ivanoff Wealth Management |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 172K | 2K | Taiko Private Wealth, LLC |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 44M | 238K | MJP ASSOCIATES INC /ADV |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 37K | 200 | INVESTMENT PLANNERS, INC. |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 12K | CAFG Wealth Management |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 9K | Taiko Private Wealth, LLC |
VANGUARD STAR FDS | VG TL INTL STK F | 189K | 3K | Ivanoff Wealth Management |
VANGUARD STAR FDS | VG TL INTL STK F | 3K | 42 | INVESTMENT PLANNERS, INC. |
VANGUARD STAR FDS | VG TL INTL STK F | 4K | 75 | Concordia Wealth Planning, LLC |
VANGUARD STAR FDS | VG TL INTL STK F | 128K | 2K | MJP ASSOCIATES INC /ADV |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 144K | 3K | INVESTMENT PLANNERS, INC. |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 7M | 136K | MJP ASSOCIATES INC /ADV |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 193K | 4K | Taiko Private Wealth, LLC |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 126K | 3K | Concordia Wealth Planning, LLC |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 39K | 789 | Redwood Private Wealth |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 938K | 19K | Ivanoff Wealth Management |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1M | 30K | CAFG Wealth Management |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 44K | Roman Retirement Planning |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2K | 13 | Redwood Private Wealth |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 19K | 160 | Taiko Private Wealth, LLC |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3M | 25K | MJP ASSOCIATES INC /ADV |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 143K | 1K | INVESTMENT PLANNERS, INC. |
VANGUARD WORLD FD | HEALTH CAR ETF | 250K | 941 | INVESTMENT PLANNERS, INC. |
VANGUARD WORLD FD | MEGA CAP INDEX | 1M | 6K | MJP ASSOCIATES INC /ADV |
VANGUARD WORLD FD | MEGA GRWTH IND | 3M | 8K | CAFG Wealth Management |
VERALTO CORP | COM SHS | 72K | 754 | Taiko Private Wealth, LLC |
VERALTO CORP | COM SHS | 406K | 4K | MJP ASSOCIATES INC /ADV |
VERALTO CORP | COM SHS | 28K | 298 | Concordia Wealth Planning, LLC |
VERALTO CORP | COM SHS | 56K | 590 | INVESTMENT PLANNERS, INC. |
VERALTO CORP | COM SHS | 9K | 95 | CWS Financial Advisors, LLC |
VERALTO CORP | COM SHS | 245K | 3K | CAFG Wealth Management |
VERISK ANALYTICS INC | COM | 287K | 1K | CAFG Wealth Management |
VERISK ANALYTICS INC | COM | 96K | 356 | Taiko Private Wealth, LLC |
VERISK ANALYTICS INC | COM | 29K | 107 | Roman Retirement Planning |
VERISK ANALYTICS INC | COM | 146K | 542 | INVESTMENT PLANNERS, INC. |
VERISK ANALYTICS INC | COM | 449K | 2K | MJP ASSOCIATES INC /ADV |
VERISK ANALYTICS INC | COM | 10K | 38 | CWS Financial Advisors, LLC |
VERISK ANALYTICS INC | COM | 33K | 122 | Concordia Wealth Planning, LLC |
VERIZON COMMUNICATIONS INC | COM | 12K | 300 | Concordia Wealth Planning, LLC |
VERIZON COMMUNICATIONS INC | COM | 12K | 287 | CWS Financial Advisors, LLC |
VERIZON COMMUNICATIONS INC | COM | 81K | 2K | Taiko Private Wealth, LLC |
VERIZON COMMUNICATIONS INC | COM | 42K | 1K | Roman Retirement Planning |
VERIZON COMMUNICATIONS INC | COM | 536 | 13 | Redwood Private Wealth |
VERIZON COMMUNICATIONS INC | COM | 10K | 239 | CAFG Wealth Management |
VERIZON COMMUNICATIONS INC | COM | 342K | 8K | MJP ASSOCIATES INC /ADV |
VERIZON COMMUNICATIONS INC | COM | 22K | 537 | Ivanoff Wealth Management |
VERIZON COMMUNICATIONS INC | COM | 1K | 25 | INVESTMENT PLANNERS, INC. |
VERTEX PHARMACEUTICALS INC | COM | 2K | 4 | CWS Financial Advisors, LLC |
VERTEX PHARMACEUTICALS INC | COM | 248K | 530 | MJP ASSOCIATES INC /ADV |
VERTEX PHARMACEUTICALS INC | COM | 5K | 11 | INVESTMENT PLANNERS, INC. |
VIRTUS DIVIDEND INTEREST & P | COM | 130K | 11K | Roman Retirement Planning |
VIRTUS DIVIDEND INTEREST & P | COM | 102K | 8K | Ivanoff Wealth Management |
VIRTUS DIVIDEND INTEREST & P | COM | 2K | 145 | Concordia Wealth Planning, LLC |
VIRTUS DIVIDEND INTEREST & P | COM | 188K | 15K | INVESTMENT PLANNERS, INC. |
VIRTUS DIVIDEND INTEREST & P | COM | 136K | 11K | Taiko Private Wealth, LLC |
VIRTUS DIVIDEND INTEREST & P | COM | 23K | 2K | Redwood Private Wealth |
VISA INC | COM CL A | 69K | 263 | Concordia Wealth Planning, LLC |
VISA INC | COM CL A | 147K | 559 | INVESTMENT PLANNERS, INC. |
VISA INC | COM CL A | 49K | 188 | CWS Financial Advisors, LLC |
VISA INC | COM CL A | 733K | 3K | Taiko Private Wealth, LLC |
VISA INC | COM CL A | 3K | 10 | Redwood Private Wealth |
VISA INC | COM CL A | 2M | 6K | MJP ASSOCIATES INC /ADV |
VISA INC | COM CL A | 659K | 3K | CAFG Wealth Management |
VISTRA CORP | COM | 3K | 36 | Roman Retirement Planning |
VISTRA CORP | COM | 211K | 2K | CAFG Wealth Management |
VISTRA CORP | COM | 64K | 746 | MJP ASSOCIATES INC /ADV |
VISTRA CORP | COM | 19K | 221 | Taiko Private Wealth, LLC |
WABTEC | COM | 652K | 4K | CAFG Wealth Management |
WABTEC | COM | 16K | 102 | INVESTMENT PLANNERS, INC. |
WABTEC | COM | 3K | 19 | CWS Financial Advisors, LLC |
WABTEC | COM | 948 | 6 | Roman Retirement Planning |
WABTEC | COM | 448K | 3K | MJP ASSOCIATES INC /ADV |
WABTEC | COM | 30K | 188 | Concordia Wealth Planning, LLC |
WABTEC | COM | 65K | 409 | Taiko Private Wealth, LLC |
WALKER & DUNLOP INC | COM | 589K | 6K | CAFG Wealth Management |
WALKER & DUNLOP INC | COM | 589 | 6 | INVESTMENT PLANNERS, INC. |
WALKER & DUNLOP INC | COM | 386K | 4K | MJP ASSOCIATES INC /ADV |
WALMART INC | COM | 1M | 17K | MJP ASSOCIATES INC /ADV |
WALMART INC | COM | 541K | 8K | Taiko Private Wealth, LLC |
WALMART INC | COM | 12K | 183 | Roman Retirement Planning |
WALMART INC | COM | 35K | 520 | Concordia Wealth Planning, LLC |
WALMART INC | COM | 18K | 267 | CWS Financial Advisors, LLC |
WALMART INC | COM | 85K | 1K | INVESTMENT PLANNERS, INC. |
WASTE CONNECTIONS INC | COM | 136K | 778 | Taiko Private Wealth, LLC |
WASTE CONNECTIONS INC | COM | 7K | 40 | INVESTMENT PLANNERS, INC. |
WASTE CONNECTIONS INC | COM | 229K | 1K | CAFG Wealth Management |
WASTE CONNECTIONS INC | COM | 11K | 60 | CWS Financial Advisors, LLC |
WASTE CONNECTIONS INC | COM | 27K | 153 | MJP ASSOCIATES INC /ADV |
WASTE MGMT INC DEL | COM | 620K | 3K | Ivanoff Wealth Management |
WASTE MGMT INC DEL | COM | 220K | 1K | INVESTMENT PLANNERS, INC. |
WASTE MGMT INC DEL | COM | 39K | 182 | Taiko Private Wealth, LLC |
WASTE MGMT INC DEL | COM | 68K | 320 | MJP ASSOCIATES INC /ADV |
WASTE MGMT INC DEL | COM | 6K | 28 | CWS Financial Advisors, LLC |
WATSCO INC | COM | 21K | 46 | Taiko Private Wealth, LLC |
WATSCO INC | COM | 57K | 123 | CWS Financial Advisors, LLC |
WATSCO INC | COM | 452K | 976 | MJP ASSOCIATES INC /ADV |
WATSCO INC | COM | 468K | 1K | CAFG Wealth Management |
WATSCO INC | COM | 78K | 168 | Concordia Wealth Planning, LLC |
WATSCO INC | COM | 187K | 404 | INVESTMENT PLANNERS, INC. |
WATSCO INC | COM | 13K | 28 | Roman Retirement Planning |
WATSCO INC | COM | 50K | 108 | Ivanoff Wealth Management |
WEC ENERGY GROUP INC | COM | 192K | 2K | CAFG Wealth Management |
WEC ENERGY GROUP INC | COM | 785 | 10 | Roman Retirement Planning |
WEC ENERGY GROUP INC | COM | 13K | 169 | CWS Financial Advisors, LLC |
WEC ENERGY GROUP INC | COM | 232K | 3K | MJP ASSOCIATES INC /ADV |
WELLS FARGO CO NEW | COM | 53K | 900 | CAFG Wealth Management |
WELLS FARGO CO NEW | COM | 87K | 1K | INVESTMENT PLANNERS, INC. |
WELLS FARGO CO NEW | COM | 23K | 382 | Concordia Wealth Planning, LLC |
WELLS FARGO CO NEW | COM | 94K | 2K | MJP ASSOCIATES INC /ADV |
WELLS FARGO CO NEW | COM | 1K | 21 | Taiko Private Wealth, LLC |
WELLS FARGO CO NEW | COM | 6K | 95 | Redwood Private Wealth |
WELLS FARGO CO NEW | COM | 6K | 98 | CWS Financial Advisors, LLC |
WEST PHARMACEUTICAL SVSC INC | COM | 492K | 1K | MJP ASSOCIATES INC /ADV |
WEST PHARMACEUTICAL SVSC INC | COM | 34K | 104 | Concordia Wealth Planning, LLC |
WEST PHARMACEUTICAL SVSC INC | COM | 11K | 33 | CWS Financial Advisors, LLC |
WEST PHARMACEUTICAL SVSC INC | COM | 294K | 892 | CAFG Wealth Management |
WEST PHARMACEUTICAL SVSC INC | COM | 96K | 290 | Taiko Private Wealth, LLC |
WEST PHARMACEUTICAL SVSC INC | COM | 68K | 206 | INVESTMENT PLANNERS, INC. |
WESTERN ASSET EMERGING MKTS | COM | 341K | 37K | Taiko Private Wealth, LLC |
WILLIAMS COS INC | COM | 935 | 22 | Redwood Private Wealth |
WILLIAMS COS INC | COM | 610K | 14K | Taiko Private Wealth, LLC |
WILLIAMS COS INC | COM | 292K | 7K | MJP ASSOCIATES INC /ADV |
WISDOMTREE TR | INTL EQUITY FD | 11K | 210 | Taiko Private Wealth, LLC |
WISDOMTREE TR | INTL EQUITY FD | 873 | 16 | INVESTMENT PLANNERS, INC. |
WISDOMTREE TR | INTL EQUITY FD | 2M | 33K | CAFG Wealth Management |
WORKDAY INC | CL A | 13K | 58 | CWS Financial Advisors, LLC |
WORKDAY INC | CL A | 44K | 197 | Taiko Private Wealth, LLC |
WORKDAY INC | CL A | 219K | 981 | CAFG Wealth Management |
WORKDAY INC | CL A | 57K | 254 | Concordia Wealth Planning, LLC |
WORKDAY INC | CL A | 367K | 2K | MJP ASSOCIATES INC /ADV |
WORKDAY INC | CL A | 117K | 522 | INVESTMENT PLANNERS, INC. |
XYLEM INC | COM | 82K | 607 | INVESTMENT PLANNERS, INC. |
XYLEM INC | COM | 46K | 338 | MJP ASSOCIATES INC /ADV |
XYLEM INC | COM | 79K | 585 | Taiko Private Wealth, LLC |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 44K | 143 | CWS Financial Advisors, LLC |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 339K | 1K | MJP ASSOCIATES INC /ADV |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 409K | 1K | CAFG Wealth Management |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 44K | 141 | Ivanoff Wealth Management |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 11K | 34 | Roman Retirement Planning |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 160K | 518 | INVESTMENT PLANNERS, INC. |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 67K | 216 | Concordia Wealth Planning, LLC |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 38K | 125 | Taiko Private Wealth, LLC |
ZOETIS INC | CL A | 198K | 1K | MJP ASSOCIATES INC /ADV |
ZOETIS INC | CL A | 52K | 300 | Taiko Private Wealth, LLC |
ZOETIS INC | CL A | 9K | 52 | CWS Financial Advisors, LLC |
ZURN ELKAY WATER SOLNS CORP | COM | 300K | 10K | MJP ASSOCIATES INC /ADV |
ZURN ELKAY WATER SOLNS CORP | COM | 10K | 324 | Roman Retirement Planning |
ZURN ELKAY WATER SOLNS CORP | COM | 15K | 499 | CWS Financial Advisors, LLC |
ZURN ELKAY WATER SOLNS CORP | COM | 17K | 575 | Taiko Private Wealth, LLC |
ZURN ELKAY WATER SOLNS CORP | COM | 121K | 4K | INVESTMENT PLANNERS, INC. |
ZURN ELKAY WATER SOLNS CORP | COM | 310K | 11K | CAFG Wealth Management |
ZURN ELKAY WATER SOLNS CORP | COM | 52K | 2K | Concordia Wealth Planning, LLC |
ZURN ELKAY WATER SOLNS CORP | COM | 39K | 1K | Ivanoff Wealth Management |