CSENGE ADVISORY GROUP, LLC
Adviser information for CSENGE ADVISORY GROUP, LLC last updated from Form ADV on March 27th, 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 | Florida, United States |
Employees
Total Number of Employees | 79 |
---|---|
Investment Advisory/Research | 76 |
Registered Broker-Dealer Representatives | 61 |
Registered State Investment Advisers | 76 |
Licensed Agents of an Insurance Company | 30 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 11,501 | $2.2B |
Non-Discretionary | 3,174 | $564.0M |
Total | 14,675 | $2.8B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 5,095 | $1.5B |
HNW Individuals | 492 | $1.2B |
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 | 5 | $594,684 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 38 | $39.2M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)ASSET ALLOCATION SERVICES |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 999.3M |
Portfolio Manager to Program | Sponsor |
---|---|
ASSET MANAGEMENT PROGRAM | CSENGE ADVISORY GROUP, LLC |
Principal Office
4755 EAST BAY DRIVECLEARWATER
FL
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 727-437-6000, Fax: 727-437-6650
Websites
fidelisfinancialstrategies.com/
www.egfas.com/
cassidy-co.com/
www.financialsuccessstrategies.com/
www.destinyfg.com/
www.wsllc.us/
myfinancialcoach.com/personnel/hostetler-financial-llc/
csenge.com/
www.wakefieldventuregroup.com/
www.hesssegal.com/
www.facebook.com/csengeadvisory/
www.linkedin.com/company/csenge-advisory-group/
impactwealth.com/
www.jkjonesfinancial.com/
mlfa.com/
www.webbfinancialconsultants.com/
www.pareshah.com/
www.parksquarefg.com/
www.pennjerdel.com/
radianpartners.net/
sapers-wallack.com/
twitter.com/csengeadvisory
www.athenianprivateclientgroup.com/
www.linkedin.com/company/athenian-private-client-group-corp-/
www.corleyandkent.com/
twitter.com/svassilakos
verityfinancialteam.com/
www.facebook.com/fsstrategies
www.facebook.com/hesssegal/
twitter.com/hesssegal
www.facebook.com/weimpactwealth
www.linkedin.com/company/impactwealth/about/
twitter.com/impactwealth3
www.facebook.com/profile.php?id=100055314686162
twitter.com/jkjonesfin
www.linkedin.com/in/jeff-jones-jkj-fin/
navitaswa.com/
www.facebook.com/navitaswealthadvisors\
www.instagram.com/navitaswealthadvisors/
www.linkedin.com/company/navitas-wealth-advisors/
www.facebook.com/pareshahpartners/
twitter.com/pareshah_cfp
linkedin.com/in/paresh-shah-cfp
www.polarisadvice.com/
www.linkedin.com/company/polaris-wealth-management/
www.facebook.com/saveandplan/
www.linkedin.com/company/radian-partners-llc/about/
www.facebook.com/wakefieldventuregroup2015?ref=hl
www.facebook.com/wealthstrategiesllc
www.linkedin.com/company/wealth-strategies-llc/
www.linkedin.com/company/webb-financial-consultants/
www.facebook.com/webbfinancialconsultants
www.wayfinder-wealth.com/
Chief Compliance Officer
KRISTINE STARKMAN
4755 EAST BAY DRIVE
CLEARWATER
FL
United States
Tel:
(727) 437-6000
K***@**********M
(Full email address available in API data)
Regulatory Contact
NANCY TYMINSKI
COMPLIANCE CONSULTANT
36 WEST PIKE STREET
FLOOR 2
COVINGTON
KY
United States
Tel:
(513) 655-7246
N********@**********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CSENGE, JOHN, LOUIS | Individual | – | MANAGING MEMBER/PRESIDENT | 04/2000 | 50-75% |
CAISSE, ERIC, JASON | Individual | – | PARTNER | 11/2017 | 10-25% |
Starkman, Kristine, Alane | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 2M | 17K | 0 |
ABBVIE INC | COM | 4M | 23K | 0 |
ABRDN ETFS | BBRG ALL COMD K1 | 718K | 35K | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 4K | 0 |
ADOBE INC | COM | 2M | 3K | 0 |
ADVANCED DRAIN SYS INC DEL | COM | 472K | 3K | 0 |
ADVANCED MICRO DEVICES INC | COM | 2M | 10K | 0 |
AFLAC INC | COM | 1M | 16K | 0 |
AIM ETF PRODUCTS TRUST | ALLIANZIM U S LA | 713K | 28K | 0 |
AIM ETF PRODUCTS TRUST | US LARCP B20 MAR | 241K | 8K | 0 |
AIM ETF PRODUCTS TRUST | US LRGCP B20 JUN | 1M | 37K | 0 |
AIM ETF PRODUCTS TRUST | US LRGCP B10 APR | 225K | 6K | 0 |
AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | 630K | 19K | 0 |
AIM ETF PRODUCTS TRUST | US LRGCP B20 APR | 581K | 19K | 0 |
AIM ETF PRODUCTS TRUST | US LRGCP B10 JUL | 205K | 6K | 0 |
AIM ETF PRODUCTS TRUST | US LARCP B10 MAR | 357K | 11K | 0 |
AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 274K | 11K | 0 |
AIR PRODS & CHEMS INC | COM | 246K | 952 | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 387K | 5K | 0 |
ALLSTATE CORP | COM | 221K | 1K | 0 |
ALPHABET INC | CAP STK CL A | 13M | 72K | 0 |
ALPHABET INC | CAP STK CL C | 4M | 22K | 0 |
ALTRIA GROUP INC | COM | 2M | 41K | 0 |
AMARIN CORP PLC | SPONS ADR NEW | 12K | 17K | 0 |
AMAZON COM INC | COM | 15M | 79K | 0 |
AMERICAN ELEC PWR CO INC | COM | 821K | 9K | 0 |
AMERICAN EXPRESS CO | COM | 2M | 9K | 0 |
AMERICAN TOWER CORP NEW | COM | 1M | 6K | 0 |
AMERICAN WTR WKS CO INC NEW | COM | 626K | 5K | 0 |
AMERIPRISE FINL INC | COM | 337K | 789 | 0 |
AMGEN INC | COM | 2M | 7K | 0 |
AMPLIFY ETF TR | AMPLIFY CYBERSEC | 213K | 3K | 0 |
ANALOG DEVICES INC | COM | 416K | 2K | 0 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 725K | 12K | 0 |
AON PLC | SHS CL A | 238K | 811 | 0 |
APPLE INC | COM | 45M | 214K | 0 |
APPLIED INDL TECHNOLOGIES IN | COM | 915K | 5K | 0 |
APPLIED MATLS INC | COM | 3M | 13K | 0 |
ARCH CAP GROUP LTD | ORD | 667K | 7K | 0 |
ARCHER AVIATION INC | COM CL A | 39K | 11K | 0 |
ARCHER DANIELS MIDLAND CO | COM | 1M | 21K | 0 |
ARES CAPITAL CORP | COM | 430K | 21K | 0 |
ARISTA NETWORKS INC | COM | 757K | 2K | 0 |
ARK ETF TR | INNOVATION ETF | 388K | 9K | 0 |
ASML HOLDING N V | N Y REGISTRY SHS | 2M | 2K | 0 |
ASSURANT INC | COM | 424K | 3K | 0 |
ASTRAZENECA PLC | SPONSORED ADR | 234K | 3K | 0 |
AT&T INC | COM | 2M | 120K | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 527K | 2K | 0 |
BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 219K | 22K | 0 |
BANCOLOMBIA S A | SPON ADR PREF | 654K | 20K | 0 |
BANK AMERICA CORP | COM | 2M | 44K | 0 |
BANK FIRST CORP | COM | 222K | 3K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 13K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | 0 |
BLACKROCK ETF TRUST | US EQT FACTOR | 4M | 89K | 0 |
BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 861K | 16K | 0 |
BLACKROCK INC | COM | 886K | 1K | 0 |
BLACKSTONE INC | COM | 762K | 6K | 0 |
BLOCK H & R INC | COM | 365K | 7K | 0 |
BLUE OWL CAPITAL CORPORATION | COM | 804K | 52K | 0 |
BOEING CO | COM | 314K | 2K | 0 |
BOOKING HOLDINGS INC | COM | 400K | 101 | 0 |
BOSTON SCIENTIFIC CORP | COM | 298K | 4K | 0 |
BP PLC | SPONSORED ADR | 866K | 24K | 0 |
BROADCOM INC | COM | 5M | 3K | 0 |
BUILDERS FIRSTSOURCE INC | COM | 589K | 4K | 0 |
CADENCE BANK | COM | 4M | 133K | 0 |
CADENCE DESIGN SYSTEM INC | COM | 985K | 3K | 0 |
CAPITAL ONE FINL CORP | COM | 465K | 3K | 0 |
CARLISLE COS INC | COM | 451K | 1K | 0 |
CATERPILLAR INC | COM | 2M | 6K | 0 |
CBOE GLOBAL MKTS INC | COM | 222K | 1K | 0 |
CELESTICA INC | COM | 371K | 6K | 0 |
CELSIUS HLDGS INC | COM NEW | 291K | 5K | 0 |
CENCORA INC | COM | 271K | 1K | 0 |
CHECK POINT SOFTWARE TECH LT | ORD | 297K | 2K | 0 |
CHEVRON CORP NEW | COM | 5M | 29K | 0 |
CHIPOTLE MEXICAN GRILL INC | COM | 397K | 6K | 0 |
CHUBB LIMITED | COM | 1M | 5K | 0 |
CINCINNATI FINL CORP | COM | 790K | 7K | 0 |
CINTAS CORP | COM | 5M | 7K | 0 |
CISCO SYS INC | COM | 1M | 28K | 0 |
CITIGROUP INC | COM NEW | 694K | 11K | 0 |
CITIUS PHARMACEUTICALS INC | COM NEW | 9K | 15K | 0 |
CITIZENS FINL GROUP INC | COM | 711K | 20K | 0 |
CLEAN HARBORS INC | COM | 253K | 1K | 0 |
CLENE INC | COMMON STOCK | 96K | 270K | 0 |
CLEVELAND-CLIFFS INC NEW | COM | 492K | 32K | 0 |
CME GROUP INC | COM | 2M | 12K | 0 |
COCA COLA CO | COM | 5M | 72K | 0 |
COCA COLA CONS INC | COM | 217K | 200 | 0 |
COLGATE PALMOLIVE CO | COM | 362K | 4K | 0 |
COMCAST CORP NEW | CL A | 1M | 31K | 0 |
COMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 2M | 126K | 0 |
CONOCOPHILLIPS | COM | 892K | 8K | 0 |
CONSOLIDATED EDISON INC | COM | 204K | 2K | 0 |
CORTEVA INC | COM | 211K | 4K | 0 |
COSTCO WHSL CORP NEW | COM | 6M | 7K | 0 |
COTERRA ENERGY INC | COM | 249K | 9K | 0 |
CRH PLC | ORD | 359K | 5K | 0 |
CROWDSTRIKE HLDGS INC | CL A | 358K | 934 | 0 |
CSX CORP | COM | 1M | 35K | 0 |
CUMMINS INC | COM | 942K | 3K | 0 |
CURTISS WRIGHT CORP | COM | 234K | 862 | 0 |
CVS HEALTH CORP | COM | 254K | 4K | 0 |
D R HORTON INC | COM | 394K | 3K | 0 |
DANAHER CORPORATION | COM | 1M | 4K | 0 |
DBX ETF TR | XTRACK MSCI EAFE | 377K | 9K | 0 |
DECKERS OUTDOOR CORP | COM | 341K | 352 | 0 |
DEERE & CO | COM | 940K | 3K | 0 |
DELL TECHNOLOGIES INC | CL C | 304K | 2K | 0 |
DELTA AIR LINES INC DEL | COM NEW | 295K | 6K | 0 |
DIAMONDBACK ENERGY INC | COM | 315K | 2K | 0 |
DICKS SPORTING GOODS INC | COM | 427K | 2K | 0 |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 246K | 6K | 0 |
DIMENSIONAL ETF TRUST | US EQUITY ETF | 660K | 11K | 0 |
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 701K | 17K | 0 |
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 426K | 13K | 0 |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1M | 36K | 0 |
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 736K | 20K | 0 |
DISCOVER FINL SVCS | COM | 261K | 2K | 0 |
DISNEY WALT CO | COM | 2M | 20K | 0 |
DOCUSIGN INC | COM | 693K | 13K | 0 |
DOMINION ENERGY INC | COM | 647K | 13K | 0 |
DORIAN LPG LTD | SHS USD | 455K | 11K | 0 |
DORMAN PRODS INC | COM | 2M | 19K | 0 |
DOUBLELINE ETF TRUST | SHILLER CAPE U S | 6M | 216K | 0 |
DREAM FINDERS HOMES INC | COM CL A | 505K | 20K | 0 |
DTE ENERGY CO | COM | 387K | 3K | 0 |
DUKE ENERGY CORP NEW | COM NEW | 3M | 31K | 0 |
EATON CORP PLC | SHS | 676K | 2K | 0 |
EDISON INTL | COM | 737K | 10K | 0 |
EDWARDS LIFESCIENCES CORP | COM | 325K | 4K | 0 |
ELEMENT SOLUTIONS INC | COM | 288K | 11K | 0 |
ELEVANCE HEALTH INC | COM | 2M | 4K | 0 |
ELI LILLY & CO | COM | 5M | 6K | 0 |
EMCOR GROUP INC | COM | 367K | 1K | 0 |
ENBRIDGE INC | COM | 410K | 12K | 0 |
ENTERGY CORP NEW | COM | 922K | 9K | 0 |
ENTERPRISE PRODS PARTNERS L | COM | 451K | 16K | 0 |
EOG RES INC | COM | 935K | 7K | 0 |
ETF SER SOLUTIONS | DISTILLATE US | 754K | 15K | 0 |
EVEREST GROUP LTD | COM | 472K | 1K | 0 |
EVERSOURCE ENERGY | COM | 433K | 8K | 0 |
EVOGENE LTD | SHS | 14K | 21K | 0 |
EXXON MOBIL CORP | COM | 10M | 91K | 0 |
FAIR ISAAC CORP | COM | 280K | 188 | 0 |
FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 504K | 5K | 0 |
FEDEX CORP | COM | 732K | 2K | 0 |
FIDELITY COVINGTON TRUST | DIVID ETF RISI | 209K | 4K | 0 |
FIDELITY COVINGTON TRUST | CONSMR STAPLES | 298K | 6K | 0 |
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 289K | 6K | 0 |
FIDELITY NATL INFORMATION SV | COM | 680K | 9K | 0 |
FIFTH THIRD BANCORP | COM | 1M | 38K | 0 |
FIRST MAJESTIC SILVER CORP | COM | 59K | 10K | 0 |
FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 10M | 553K | 0 |
FIRST TR EXCH TRADED FD III | EME MRK BD ETF | 1M | 38K | 0 |
FIRST TR EXCH TRD ALPHDX FD | JAPAN ALPHADEX | 609K | 12K | 0 |
FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 20M | 852K | 0 |
FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 10M | 311K | 0 |
FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 2M | 15K | 0 |
FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 282K | 13K | 0 |
FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 7M | 106K | 0 |
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33M | 697K | 0 |
FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 7M | 45K | 0 |
FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 60M | 1M | 0 |
FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 455K | 8K | 0 |
FIRST TR EXCHANGE-TRADED FD | INTERMEDIATE DUR | 3M | 157K | 0 |
FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 417K | 9K | 0 |
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 66M | 1M | 0 |
FIRST TR EXCHANGE-TRADED FD | VEST GOLD STRTGY | 252K | 12K | 0 |
FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | 32M | 2M | 0 |
FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 8M | 121K | 0 |
FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 832K | 20K | 0 |
FIRST TR EXCHANGE-TRADED FD | WTR ETF | 1M | 12K | 0 |
FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 595K | 12K | 0 |
FIRST TR EXCHANGE-TRADED FD | ULTRA SHT DUR MU | 502K | 25K | 0 |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 228K | 1K | 0 |
FIRST TR EXCHNG TRADED FD VI | FT VEST US | 919K | 23K | 0 |
FIRST TR EXCHNG TRADED FD VI | SKYBRIDGE CRYPTO | 1M | 104K | 0 |
FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 773K | 23K | 0 |
FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 3M | 79K | 0 |
FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 29M | 1M | 0 |
FIRST TR MORNINGSTAR DIVID L | SHS | 66M | 2M | 0 |
FIRST TR SPECIALTY FIN & FIN | COM BEN INTR | 119K | 31K | 0 |
FIRST TR VALUE LINE DIVID IN | SHS | 247K | 6K | 0 |
FIRSTENERGY CORP | COM | 568K | 15K | 0 |
FISERV INC | COM | 392K | 3K | 0 |
FLAHERTY & CRUMRINE PFD SECS | COM | 4M | 259K | 0 |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 622K | 6K | 0 |
FORD MTR CO DEL | COM | 866K | 69K | 0 |
FORTIVE CORP | COM | 506K | 7K | 0 |
FOX CORP | CL A COM | 210K | 6K | 0 |
FRANKLIN RESOURCES INC | COM | 248K | 11K | 0 |
FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | 8M | 211K | 0 |
FRONTLINE PLC | COM | 813K | 32K | 0 |
FS KKR CAP CORP | COM | 2M | 78K | 0 |
FUELCELL ENERGY INC | COM | 15K | 23K | 0 |
GABELLI EQUITY TR INC | COM | 60K | 11K | 0 |
GALLAGHER ARTHUR J & CO | COM | 694K | 3K | 0 |
GAMCO NAT RES GOLD & INCOME | SH BEN INT | 133K | 24K | 0 |
GE AEROSPACE | COM NEW | 1M | 9K | 0 |
GE VERNOVA INC | COM | 247K | 1K | 0 |
GENERAL DYNAMICS CORP | COM | 677K | 2K | 0 |
GENERAL MLS INC | COM | 726K | 11K | 0 |
GENERAL MTRS CO | COM | 425K | 9K | 0 |
GENUINE PARTS CO | COM | 403K | 3K | 0 |
GERON CORP | COM | 66K | 15K | 0 |
GIGACLOUD TECHNOLOGY INC | CLASS A ORD | 650K | 21K | 0 |
GILEAD SCIENCES INC | COM | 490K | 7K | 0 |
GLOBAL X FDS | US INFR DEV ETF | 248K | 7K | 0 |
GLOBAL X FDS | GLOBX SUPDV US | 233K | 14K | 0 |
GLOBAL X FDS | NASDAQ 100 RIS | 205K | 12K | 0 |
GLOBAL X FDS | GLBX MSCI COLUM | 341K | 14K | 0 |
GLOBAL X FDS | GB MSCI AR ETF | 620K | 11K | 0 |
GOLDMAN SACHS GROUP INC | COM | 792K | 2K | 0 |
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 349K | 7K | 0 |
GREENBRIER COS INC | COM | 441K | 9K | 0 |
GSK PLC | SPONSORED ADR | 784K | 20K | 0 |
HALLIBURTON CO | COM | 200K | 6K | 0 |
HANCOCK WHITNEY CORPORATION | COM | 347K | 7K | 0 |
HARTFORD FINL SVCS GROUP INC | COM | 608K | 6K | 0 |
HCA HEALTHCARE INC | COM | 1M | 4K | 0 |
HEICO CORP NEW | COM | 385K | 2K | 0 |
HERSHEY CO | COM | 286K | 2K | 0 |
HOME DEPOT INC | COM | 6M | 18K | 0 |
HONEYWELL INTL INC | COM | 1M | 5K | 0 |
HOWMET AEROSPACE INC | COM | 946K | 12K | 0 |
HP INC | COM | 419K | 12K | 0 |
ICON PLC | SHS | 207K | 659 | 0 |
IDEXX LABS INC | COM | 497K | 1K | 0 |
INDEPENDENCE RLTY TR INC | COM | 265K | 14K | 0 |
INDIA FD INC | COM | 362K | 20K | 0 |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 682K | 18K | 0 |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 501K | 14K | 0 |
INNOVATOR ETFS TRUST | US EQTY PWR BUF | 812K | 22K | 0 |
INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 385K | 6K | 0 |
INTEL CORP | COM | 1M | 33K | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 2M | 12K | 0 |
INTERNATIONAL PAPER CO | COM | 704K | 16K | 0 |
INTERPUBLIC GROUP COS INC | COM | 422K | 14K | 0 |
INTUIT | COM | 554K | 843 | 0 |
INTUITIVE SURGICAL INC | COM NEW | 540K | 1K | 0 |
INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | 2M | 20K | 0 |
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 788K | 4K | 0 |
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 872K | 10K | 0 |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 514K | 24K | 0 |
INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 355K | 20K | 0 |
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 619K | 10K | 0 |
INVESCO EXCH TRADED FD TR II | PFD ETF | 291K | 25K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 245K | 2K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 2M | 75K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 1M | 14K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 89M | 539K | 0 |
INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 4M | 37K | 0 |
INVESCO QQQ TR | UNIT SER 1 | 57M | 119K | 0 |
INVESCO SR INCOME TR | COM | 55K | 13K | 0 |
IRON MTN INC DEL | COM | 853K | 10K | 0 |
ISHARES BITCOIN TR | SHS | 494K | 14K | 0 |
ISHARES GOLD TR | ISHARES NEW | 415K | 9K | 0 |
ISHARES INC | MSCI EMRG CHN | 1M | 20K | 0 |
ISHARES INC | EMNG MKTS EQT | 239K | 5K | 0 |
ISHARES INC | MSCI GBL MIN VOL | 778K | 7K | 0 |
ISHARES INC | CORE MSCI EMKT | 4M | 77K | 0 |
ISHARES INC | MSCI EMERG MRKT | 204K | 4K | 0 |
ISHARES SILVER TR | ISHARES | 546K | 21K | 0 |
ISHARES TR | NATIONAL MUN ETF | 3M | 25K | 0 |
ISHARES TR | ESG MSCI LEADR | 1M | 11K | 0 |
ISHARES TR | MORNINGSTAR GRWT | 1M | 15K | 0 |
ISHARES TR | SELECT DIVID ETF | 2M | 19K | 0 |
ISHARES TR | COHEN STEER REIT | 329K | 6K | 0 |
ISHARES TR | MSCI USA QLT FCT | 11M | 67K | 0 |
ISHARES TR | MSCI USA MIN VOL | 5M | 62K | 0 |
ISHARES TR | CORE MSCI PAC | 662K | 11K | 0 |
ISHARES TR | GNMA BOND ETF | 484K | 11K | 0 |
ISHARES TR | US TREAS BD ETF | 661K | 29K | 0 |
ISHARES TR | CORE S&P US GWT | 201K | 2K | 0 |
ISHARES TR | RUS 2000 GRW ETF | 502K | 2K | 0 |
ISHARES TR | U.S. ENERGY ETF | 728K | 15K | 0 |
ISHARES TR | U.S. TECH ETF | 3M | 21K | 0 |
ISHARES TR | U.S. FINLS ETF | 309K | 3K | 0 |
ISHARES TR | CORE S&P US VLU | 388K | 4K | 0 |
ISHARES TR | CORE MSCI TOTAL | 1M | 17K | 0 |
ISHARES TR | S&P 100 ETF | 3M | 11K | 0 |
ISHARES TR | CORE DIV GRWTH | 5M | 92K | 0 |
ISHARES TR | ISHS 5-10YR INVT | 259K | 5K | 0 |
ISHARES TR | IBOXX HI YD ETF | 20M | 262K | 0 |
ISHARES TR | USD INV GRDE ETF | 2M | 33K | 0 |
ISHARES TR | IBOXX INV CP ETF | 472K | 4K | 0 |
ISHARES TR | 3 7 YR TREAS BD | 392K | 3K | 0 |
ISHARES TR | CORE S&P TTL STK | 878K | 7K | 0 |
ISHARES TR | IBONDS DEC24 ETF | 246K | 10K | 0 |
ISHARES TR | RUS TP200 GR ETF | 718K | 3K | 0 |
ISHARES TR | S&P 500 GRWT ETF | 27M | 288K | 0 |
ISHARES TR | RUS MID CAP ETF | 1M | 13K | 0 |
ISHARES TR | S&P 500 VAL ETF | 8M | 45K | 0 |
ISHARES TR | RUS 1000 ETF | 5M | 17K | 0 |
ISHARES TR | CORE S&P MCP ETF | 985K | 17K | 0 |
ISHARES TR | CORE MSCI EAFE | 2M | 23K | 0 |
ISHARES TR | HDG MSCI EAFE | 23M | 656K | 0 |
ISHARES TR | CORE MSCI EURO | 1M | 20K | 0 |
ISHARES TR | 0-5YR HI YL CP | 2M | 56K | 0 |
ISHARES TR | ISHS 1-5YR INVS | 210K | 4K | 0 |
ISHARES TR | MSCI EAFE ETF | 5M | 57K | 0 |
ISHARES TR | US INFRASTRUC | 418K | 10K | 0 |
ISHARES TR | EAFE GRWTH ETF | 3M | 30K | 0 |
ISHARES TR | INVESTMENT GRADE | 221K | 5K | 0 |
ISHARES TR | TIPS BD ETF | 2M | 16K | 0 |
ISHARES TR | 7-10 YR TRSY BD | 396K | 4K | 0 |
ISHARES TR | US HLTHCARE ETF | 506K | 8K | 0 |
ISHARES TR | INTRM GOV CR ETF | 952K | 9K | 0 |
ISHARES TR | U.S. INSRNCE ETF | 250K | 2K | 0 |
ISHARES TR | 1 3 YR TREAS BD | 3M | 35K | 0 |
ISHARES TR | JPMORGAN USD EMG | 2M | 17K | 0 |
ISHARES TR | CORE TOTAL USD | 8M | 180K | 0 |
ISHARES TR | RUS TP200 VL ETF | 4M | 53K | 0 |
ISHARES TR | GOV/CRED BD ETF | 1M | 12K | 0 |
ISHARES TR | CORE S&P SCP ETF | 7M | 64K | 0 |
ISHARES TR | ISHARES SEMICDTR | 954K | 4K | 0 |
ISHARES TR | CONV BD ETF | 224K | 3K | 0 |
ISHARES TR | TRS FLT RT BD | 378K | 7K | 0 |
ISHARES TR | FLTG RATE NT ETF | 2M | 32K | 0 |
ISHARES TR | RUS 1000 VAL ETF | 2M | 11K | 0 |
ISHARES TR | RUSSELL 2000 ETF | 841K | 4K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 607K | 2K | 0 |
ISHARES TR | US AER DEF ETF | 338K | 3K | 0 |
ISHARES TR | LATN AMER 40 ETF | 201K | 8K | 0 |
ISHARES TR | CORE MSCI INTL | 1M | 21K | 0 |
ISHARES TR | CORE US AGGBD ET | 7M | 72K | 0 |
ISHARES TR | RUS MDCP VAL ETF | 2M | 16K | 0 |
ISHARES TR | ESG AWR MSCI USA | 289K | 2K | 0 |
ISHARES TR | CHINA LG-CAP ETF | 251K | 10K | 0 |
ISHARES TR | MSCI USA MMENTM | 4M | 22K | 0 |
ISHARES TR | CORE S&P500 ETF | 18M | 32K | 0 |
ISHARES TR | EUROPE ETF | 530K | 10K | 0 |
ISHARES TR | CORE HIGH DV ETF | 1M | 12K | 0 |
ISHARES TR | CORE DIVID ETF | 300K | 7K | 0 |
ISHARES TR | EAFE VALUE ETF | 1M | 28K | 0 |
ISHARES TR | 20 YR TR BD ETF | 3M | 35K | 0 |
ISHARES TR | S&P MC 400VL ETF | 4M | 39K | 0 |
ISHARES TR | MBS ETF | 3M | 29K | 0 |
ISHARES TR | CMBS ETF | 252K | 5K | 0 |
ISHARES TR | MSCI INTL VLU FT | 772K | 28K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 471K | 8K | 0 |
J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 310K | 5K | 0 |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 492K | 10K | 0 |
J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 559K | 10K | 0 |
J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 2M | 29K | 0 |
JANUS DETROIT STR TR | HENDRSN SHRT ETF | 694K | 14K | 0 |
JANUS DETROIT STR TR | HENDRSON AAA CL | 209K | 4K | 0 |
JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 201K | 4K | 0 |
JOHNSON & JOHNSON | COM | 3M | 23K | 0 |
JPMORGAN CHASE & CO. | COM | 7M | 34K | 0 |
KAYNE ANDERSON ENERGY INFRST | COM | 222K | 22K | 0 |
KIMBERLY-CLARK CORP | COM | 416K | 3K | 0 |
KINDER MORGAN INC DEL | COM | 842K | 42K | 0 |
KLA CORP | COM NEW | 1M | 1K | 0 |
KROGER CO | COM | 229K | 5K | 0 |
KULR TECHNOLOGY GROUP INC | COM | 10K | 25K | 0 |
LAM RESEARCH CORP | COM | 331K | 311 | 0 |
LAMAR ADVERTISING CO NEW | CL A | 722K | 6K | 0 |
LEGG MASON ETF INVT | FRANKLIN INTL LW | 391K | 13K | 0 |
LINDE PLC | SHS | 2M | 4K | 0 |
LOCKHEED MARTIN CORP | COM | 2M | 4K | 0 |
LOWES COS INC | COM | 6M | 27K | 0 |
LULULEMON ATHLETICA INC | COM | 400K | 1K | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 611K | 6K | 0 |
MACQUARIE / FIRST TR GLOBAL | COM | 108K | 14K | 0 |
MANULIFE FINL CORP | COM | 228K | 9K | 0 |
MARATHON DIGITAL HOLDINGS IN | COM | 382K | 19K | 0 |
MARATHON OIL CORP | COM | 212K | 7K | 0 |
MARATHON PETE CORP | COM | 900K | 5K | 0 |
MARRIOTT INTL INC NEW | CL A | 336K | 1K | 0 |
MARSH & MCLENNAN COS INC | COM | 1M | 5K | 0 |
MARVELL TECHNOLOGY INC | COM | 289K | 4K | 0 |
MASTERCARD INCORPORATED | CL A | 3M | 7K | 0 |
MCDONALDS CORP | COM | 3M | 11K | 0 |
MCKESSON CORP | COM | 1M | 2K | 0 |
MEDICAL PPTYS TRUST INC | COM | 547K | 127K | 0 |
MEDTRONIC PLC | SHS | 632K | 8K | 0 |
MERCADOLIBRE INC | COM | 2M | 1K | 0 |
MERCK & CO INC | COM | 4M | 30K | 0 |
META PLATFORMS INC | CL A | 6M | 11K | 0 |
METLIFE INC | COM | 895K | 13K | 0 |
MFS GOVT MKTS INCOME TR | SH BEN INT | 91K | 30K | 0 |
MICROCLOUD HOLOGRAM INC | ORD SHS NEW | 10K | 12K | 0 |
MICRON TECHNOLOGY INC | COM | 398K | 3K | 0 |
MICROSOFT CORP | COM | 32M | 71K | 0 |
MICROSTRATEGY INC | CL A NEW | 1M | 772 | 0 |
MID-AMER APT CMNTYS INC | COM | 241K | 2K | 0 |
MONDELEZ INTL INC | CL A | 664K | 10K | 0 |
MORGAN STANLEY | COM NEW | 852K | 9K | 0 |
MOSAIC CO NEW | COM | 210K | 7K | 0 |
MOTOROLA SOLUTIONS INC | COM NEW | 469K | 1K | 0 |
MPLX LP | COM UNIT REP LTD | 855K | 20K | 0 |
NANO DIMENSION LTD | SPONSORD ADS NEW | 42K | 19K | 0 |
NETAPP INC | COM | 334K | 3K | 0 |
NETFLIX INC | COM | 1M | 2K | 0 |
NEW MTN FIN CORP | COM | 171K | 14K | 0 |
NEXTERA ENERGY INC | COM | 2M | 26K | 0 |
NIKE INC | CL B | 253K | 3K | 0 |
NISOURCE INC | COM | 484K | 17K | 0 |
NNN REIT INC | COM | 323K | 8K | 0 |
NOKIA CORP | SPONSORED ADR | 81K | 21K | 0 |
NORFOLK SOUTHN CORP | COM | 252K | 1K | 0 |
NORTHROP GRUMMAN CORP | COM | 867K | 2K | 0 |
NOVARTIS AG | SPONSORED ADR | 995K | 9K | 0 |
NOVO-NORDISK A S | ADR | 4M | 28K | 0 |
NUCOR CORP | COM | 209K | 1K | 0 |
NUVEEN AMT FREE MUN CR INC F | COM | 176K | 14K | 0 |
NUVEEN AMT FREE QLTY MUN INC | COM | 151K | 13K | 0 |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 442K | 36K | 0 |
NVENT ELECTRIC PLC | SHS | 771K | 10K | 0 |
NVIDIA CORPORATION | COM | 34M | 272K | 0 |
NXP SEMICONDUCTORS N V | COM | 1M | 4K | 0 |
OCCIDENTAL PETE CORP | COM | 277K | 4K | 0 |
OLD DOMINION FREIGHT LINE IN | COM | 288K | 2K | 0 |
OMNICOM GROUP INC | COM | 915K | 10K | 0 |
ONEOK INC NEW | COM | 972K | 12K | 0 |
OPKO HEALTH INC | COM | 146K | 117K | 0 |
ORACLE CORP | COM | 1M | 10K | 0 |
OWENS CORNING NEW | COM | 219K | 1K | 0 |
PACCAR INC | COM | 249K | 2K | 0 |
PACER FDS TR | TRENDPILOT US BD | 10M | 506K | 0 |
PACER FDS TR | US CASH COWS 100 | 15M | 280K | 0 |
PAGSEGURO DIGITAL LTD | COM CL A | 145K | 12K | 0 |
PALANTIR TECHNOLOGIES INC | CL A | 417K | 16K | 0 |
PALO ALTO NETWORKS INC | COM | 335K | 989 | 0 |
PARAMOUNT GLOBAL | CLASS B COM | 1M | 124K | 0 |
PARKER-HANNIFIN CORP | COM | 2M | 3K | 0 |
PATHWARD FINANCIAL INC | COM | 550K | 10K | 0 |
PAYCHEX INC | COM | 992K | 8K | 0 |
PAYPAL HLDGS INC | COM | 205K | 4K | 0 |
PBF ENERGY INC | CL A | 221K | 5K | 0 |
PDD HOLDINGS INC | SPONSORED ADS | 856K | 6K | 0 |
PENTAIR PLC | SHS | 535K | 7K | 0 |
PEPSICO INC | COM | 3M | 20K | 0 |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 146K | 10K | 0 |
PFIZER INC | COM | 1M | 47K | 0 |
PHILIP MORRIS INTL INC | COM | 3M | 28K | 0 |
PHILLIPS 66 | COM | 1M | 9K | 0 |
PIEDMONT OFFICE REALTY TR IN | COM CL A | 141K | 19K | 0 |
PIMCO ETF TR | 0-5 HIGH YIELD | 279K | 3K | 0 |
PIMCO ETF TR | ACTIVE BD ETF | 7M | 79K | 0 |
PIMCO ETF TR | ULTRA SHORT GOVT | 1M | 12K | 0 |
PIMCO ETF TR | ENHAN SHRT MA AC | 3M | 26K | 0 |
PLAINS GP HLDGS L P | LTD PARTNR INT A | 369K | 20K | 0 |
PRINCIPAL FINANCIAL GROUP IN | COM | 395K | 5K | 0 |
PROCTER AND GAMBLE CO | COM | 6M | 37K | 0 |
PROGRESSIVE CORP | COM | 262K | 1K | 0 |
PROLOGIS INC. | COM | 2M | 14K | 0 |
PROQR THRAPEUTICS N V | SHS EURO | 17K | 10K | 0 |
PROSHARES TR | PSHS ULT S&P 500 | 2M | 25K | 0 |
PROSHARES TR | SHRT HGH YIELD | 18M | 1M | 0 |
PROSHARES TR II | ULTRASHRT EURO | 673K | 21K | 0 |
PROSPECT CAP CORP | COM | 244K | 44K | 0 |
PRUDENTIAL FINL INC | COM | 250K | 2K | 0 |
PUBLIC SVC ENTERPRISE GRP IN | COM | 563K | 8K | 0 |
PULTE GROUP INC | COM | 919K | 8K | 0 |
QUALCOMM INC | COM | 1M | 7K | 0 |
QUALYS INC | COM | 538K | 4K | 0 |
QUANTA SVCS INC | COM | 1M | 4K | 0 |
REALTY INCOME CORP | COM | 324K | 6K | 0 |
REGENERON PHARMACEUTICALS | COM | 444K | 422 | 0 |
REGIONS FINANCIAL CORP NEW | COM | 903K | 45K | 0 |
RENASANT CORP | COM | 452K | 15K | 0 |
REPUBLIC SVCS INC | COM | 1M | 6K | 0 |
REVVITY INC | COM | 281K | 3K | 0 |
RIO TINTO PLC | SPONSORED ADR | 460K | 7K | 0 |
RITHM CAPITAL CORP | COM NEW | 397K | 36K | 0 |
ROPER TECHNOLOGIES INC | COM | 775K | 1K | 0 |
ROYAL CARIBBEAN GROUP | COM | 235K | 1K | 0 |
RTX CORPORATION | COM | 559K | 6K | 0 |
S&P GLOBAL INC | COM | 1M | 3K | 0 |
SALESFORCE INC | COM | 1M | 4K | 0 |
SCHLUMBERGER LTD | COM STK | 394K | 8K | 0 |
SCHWAB CHARLES CORP | COM | 596K | 8K | 0 |
SCHWAB STRATEGIC TR | US SML CAP ETF | 2M | 39K | 0 |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 372K | 14K | 0 |
SCHWAB STRATEGIC TR | US LCAP VA ETF | 1M | 18K | 0 |
SCHWAB STRATEGIC TR | SHT TM US TRES | 2M | 35K | 0 |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 3M | 48K | 0 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 4M | 40K | 0 |
SCHWAB STRATEGIC TR | US TIPS ETF | 2M | 29K | 0 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 6M | 73K | 0 |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 2M | 43K | 0 |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 14M | 215K | 0 |
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1M | 24K | 0 |
SCHWAB STRATEGIC TR | US AGGREGATE B | 1M | 28K | 0 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 895K | 11K | 0 |
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 326K | 3K | 0 |
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 1M | 42K | 0 |
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 654K | 20K | 0 |
SEI EXCHANGE TRADED FUNDS | ENHANCED US LRG | 1M | 40K | 0 |
SELECT SECTOR SPDR TR | FINANCIAL | 935K | 23K | 0 |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 3M | 19K | 0 |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 356K | 5K | 0 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 4M | 16K | 0 |
SELECT SECTOR SPDR TR | INDL | 2M | 14K | 0 |
SELECT SECTOR SPDR TR | SBI MATERIALS | 1M | 15K | 0 |
SELECT SECTOR SPDR TR | ENERGY | 4M | 39K | 0 |
SELECT SECTOR SPDR TR | COMMUNICATION | 1M | 13K | 0 |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 6M | 86K | 0 |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4M | 28K | 0 |
SEMPRA | COM | 503K | 7K | 0 |
SERVICENOW INC | COM | 677K | 860 | 0 |
SHERWIN WILLIAMS CO | COM | 297K | 994 | 0 |
SHOPIFY INC | CL A | 253K | 4K | 0 |
SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | 284K | 13K | 0 |
SKYWORKS SOLUTIONS INC | COM | 200K | 2K | 0 |
SNAP ON INC | COM | 305K | 1K | 0 |
SONOCO PRODS CO | COM | 299K | 6K | 0 |
SOUTHERN CO | COM | 4M | 48K | 0 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1M | 4K | 0 |
SPDR GOLD TR | GOLD SHS | 27M | 124K | 0 |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 2M | 54K | 0 |
SPDR INDEX SHS FDS | S&P GLBDIV ETF | 240K | 4K | 0 |
SPDR INDEX SHS FDS | S&P INTL SMLCP | 523K | 16K | 0 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3M | 92K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 108M | 198K | 0 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 7M | 14K | 0 |
SPDR SER TR | S&P OILGAS EXP | 773K | 5K | 0 |
SPDR SER TR | PORTFOLIO S&P500 | 8M | 122K | 0 |
SPDR SER TR | BLOOMBERG SHT TE | 2M | 67K | 0 |
SPDR SER TR | PORTFOLIO S&P600 | 1M | 26K | 0 |
SPDR SER TR | PORTFOLIO AGRGTE | 222K | 9K | 0 |
SPDR SER TR | PRTFLO S&P500 GW | 1M | 17K | 0 |
SPDR SER TR | S&P CAP MKTS | 3M | 26K | 0 |
SPDR SER TR | PORTFLI HIGH YLD | 999K | 43K | 0 |
SPDR SER TR | S&P 600 SMCP VAL | 217K | 3K | 0 |
SPDR SER TR | PORTFOLIO LN TSR | 368K | 14K | 0 |
SPDR SER TR | S&P 400 MDCP VAL | 506K | 7K | 0 |
SPDR SER TR | PORTFOLIO SH TSR | 237K | 8K | 0 |
SPDR SER TR | S&P 600 SMCP GRW | 14M | 158K | 0 |
SPDR SER TR | NUVEEN BLOOMBERG | 460K | 18K | 0 |
SPDR SER TR | PORTFOLIO S&P400 | 706K | 14K | 0 |
SPDR SER TR | BBG CONV SEC ETF | 323K | 4K | 0 |
SPDR SER TR | S&P BK ETF | 779K | 17K | 0 |
SPDR SER TR | BLOOMBERG 1-3 MO | 5M | 52K | 0 |
SPDR SER TR | S&P METALS MNG | 7M | 123K | 0 |
SPDR SER TR | PRTFLO S&P500 VL | 548K | 11K | 0 |
SPDR SER TR | BLOOMBERG EMERGI | 233K | 12K | 0 |
SPDR SER TR | BLOOMBERG HIGH Y | 9M | 92K | 0 |
SPDR SER TR | S&P DIVID ETF | 463K | 4K | 0 |
SPDR SER TR | S&P 400 MDCP GRW | 607K | 7K | 0 |
SPIRE INC | COM | 447K | 7K | 0 |
SPOTIFY TECHNOLOGY S A | SHS | 324K | 1K | 0 |
SPROTT PHYSICAL SILVER TR | TR UNIT | 147K | 15K | 0 |
SPROUTS FMRS MKT INC | COM | 312K | 4K | 0 |
SPX TECHNOLOGIES INC | COM | 344K | 2K | 0 |
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 2M | 43K | 0 |
STARBUCKS CORP | COM | 1M | 13K | 0 |
STEEL DYNAMICS INC | COM | 381K | 3K | 0 |
STERLING INFRASTRUCTURE INC | COM | 2M | 17K | 0 |
STRYKER CORPORATION | COM | 1M | 3K | 0 |
SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 239K | 18K | 0 |
SUPER MICRO COMPUTER INC | COM | 2M | 2K | 0 |
SYNCHRONY FINANCIAL | COM | 220K | 5K | 0 |
SYNOPSYS INC | COM | 1M | 2K | 0 |
T ROWE PRICE ETF INC | PRICE DIV GRWT | 435K | 11K | 0 |
T-MOBILE US INC | COM | 1M | 7K | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 1M | 6K | 0 |
TARGET CORP | COM | 212K | 1K | 0 |
TAYLOR MORRISON HOME CORP | COM | 221K | 4K | 0 |
TC BIOPHARM HOLDINGS PLC | SPONSORED ADR | 10K | 12K | 0 |
TESLA INC | COM | 5M | 24K | 0 |
TEXAS INSTRS INC | COM | 920K | 5K | 0 |
THE CIGNA GROUP | COM | 404K | 1K | 0 |
THE TRADE DESK INC | COM CL A | 742K | 8K | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 2M | 4K | 0 |
TJX COS INC NEW | COM | 1M | 13K | 0 |
TOPBUILD CORP | COM | 277K | 719 | 0 |
TOYOTA MOTOR CORP | ADS | 212K | 1K | 0 |
TRACTOR SUPPLY CO | COM | 4M | 16K | 0 |
TRANE TECHNOLOGIES PLC | SHS | 1M | 4K | 0 |
TRANSDIGM GROUP INC | COM | 5M | 4K | 0 |
TRAVELERS COMPANIES INC | COM | 318K | 2K | 0 |
TRUIST FINL CORP | COM | 5M | 129K | 0 |
UBER TECHNOLOGIES INC | COM | 755K | 10K | 0 |
UGI CORP NEW | COM | 475K | 21K | 0 |
UNION PAC CORP | COM | 375K | 2K | 0 |
UNITED CMNTY BKS BLAIRSVLE G | COM | 444K | 17K | 0 |
UNITED PARCEL SERVICE INC | CL B | 1M | 7K | 0 |
UNITED THERAPEUTICS CORP DEL | COM | 563K | 2K | 0 |
UNITEDHEALTH GROUP INC | COM | 6M | 11K | 0 |
UNUM GROUP | COM | 531K | 10K | 0 |
US BANCORP DEL | COM NEW | 1M | 33K | 0 |
VALERO ENERGY CORP | COM | 683K | 4K | 0 |
VANECK ETF TRUST | JP MRGAN EM LOC | 649K | 27K | 0 |
VANECK ETF TRUST | FALLEN ANGEL HG | 452K | 16K | 0 |
VANECK ETF TRUST | SEMICONDUCTR ETF | 7M | 28K | 0 |
VANECK ETF TRUST | HIGH YLD MUNIETF | 1M | 20K | 0 |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 1M | 19K | 0 |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3M | 41K | 0 |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 6M | 118K | 0 |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 2M | 11K | 0 |
VANGUARD INDEX FDS | MID CAP ETF | 319K | 1K | 0 |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 2M | 11K | 0 |
VANGUARD INDEX FDS | GROWTH ETF | 10M | 27K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 6M | 39K | 0 |
VANGUARD INDEX FDS | SM CP VAL ETF | 2M | 10K | 0 |
VANGUARD INDEX FDS | TOTAL STK MKT | 4M | 15K | 0 |
VANGUARD INDEX FDS | SMALL CP ETF | 818K | 4K | 0 |
VANGUARD INDEX FDS | EXTEND MKT ETF | 390K | 2K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 8M | 16K | 0 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 594K | 7K | 0 |
VANGUARD INDEX FDS | SML CP GRW ETF | 2M | 6K | 0 |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 218K | 5K | 0 |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 650K | 11K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 484K | 7K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 902K | 8K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2M | 46K | 0 |
VANGUARD MALVERN FDS | STRM INFPROIDX | 1M | 23K | 0 |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 1M | 24K | 0 |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 518K | 9K | 0 |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 541K | 12K | 0 |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 318K | 4K | 0 |
VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 321K | 4K | 0 |
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 463K | 5K | 0 |
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 953K | 13K | 0 |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 260K | 3K | 0 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 6M | 32K | 0 |
VANGUARD STAR FDS | VG TL INTL STK F | 952K | 16K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 5M | 104K | 0 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 382K | 3K | 0 |
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 667K | 11K | 0 |
VANGUARD WORLD FD | UTILITIES ETF | 963K | 7K | 0 |
VANGUARD WORLD FD | COMM SRVC ETF | 2M | 13K | 0 |
VANGUARD WORLD FD | INF TECH ETF | 1M | 2K | 0 |
VANGUARD WORLD FD | ENERGY ETF | 482K | 4K | 0 |
VANGUARD WORLD FD | MEGA GRWTH IND | 1M | 5K | 0 |
VANGUARD WORLD FD | MATERIALS ETF | 231K | 1K | 0 |
VANGUARD WORLD FD | CONSUM STP ETF | 653K | 3K | 0 |
VANGUARD WORLD FD | HEALTH CAR ETF | 1M | 4K | 0 |
VANGUARD WORLD FD | MEGA CAP VAL ETF | 740K | 6K | 0 |
VANGUARD WORLD FD | CONSUM DIS ETF | 452K | 1K | 0 |
VERIZON COMMUNICATIONS INC | COM | 2M | 55K | 0 |
VERTEX PHARMACEUTICALS INC | COM | 2M | 3K | 0 |
VIRNETX HLDG CORP | COM | 116K | 17K | 0 |
VISA INC | COM CL A | 4M | 16K | 0 |
VISTRA CORP | COM | 546K | 6K | 0 |
WALMART INC | COM | 8M | 122K | 0 |
WARNER BROS DISCOVERY INC | COM SER A | 75K | 10K | 0 |
WASTE MGMT INC DEL | COM | 359K | 2K | 0 |
WATSCO INC | COM | 270K | 583 | 0 |
WEC ENERGY GROUP INC | COM | 581K | 7K | 0 |
WELLS FARGO CO NEW | COM | 1M | 20K | 0 |
WENDYS CO | COM | 183K | 11K | 0 |
WHIRLPOOL CORP | COM | 282K | 3K | 0 |
WILLIAMS COS INC | COM | 2M | 43K | 0 |
WILLIAMS SONOMA INC | COM | 661K | 2K | 0 |
WILLIS TOWERS WATSON PLC LTD | SHS | 261K | 996 | 0 |
WISDOMTREE TR | BLMBG US BULL | 949K | 35K | 0 |
WISDOMTREE TR | INTL SMCAP DIV | 11M | 178K | 0 |
WISDOMTREE TR | US SMALLCAP DIVD | 423K | 14K | 0 |
WISDOMTREE TR | INDIA ERNGS FD | 1M | 28K | 0 |
WISDOMTREE TR | US LARGECAP DIVD | 210K | 3K | 0 |
WISDOMTREE TR | EMG MKTS SMCAP | 9M | 178K | 0 |
WORKDAY INC | CL A | 266K | 1K | 0 |
XCEL ENERGY INC | COM | 312K | 6K | 0 |
ZOETIS INC | CL A | 988K | 6K | 0 |