Hedge Fund Database

RFG ADVISORY, LLC

Adviser information for RFG ADVISORY, LLC last updated from Form ADV on March 25th, 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 Alabama, United States

Employees

Total Number of Employees 195
Investment Advisory/Research 102
Registered Broker-Dealer Representatives 75
Registered State Investment Advisers 122
Licensed Agents of an Insurance Company 84
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 17,871 $3.9B
Non-Discretionary 0 $0
Total 17,871 $3.9B

Clients

Type Number RAUM
Individuals 10,317 $2.1B
HNW Individuals 716 $1.6B
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 7 $3.6M
Charitable organizations 8 $7.1M
State or municipal gov entities <5 $5.1M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 69 $72.3M
Other 5 $3.5M
Type Number
No. of Non-RAUM Clients 8
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-79153
SEC ERA File Number 801-79153
SEC CIK Numbers 1633387
SEC CRD Numbers 158401
Legal Entity Identifier None

Principal Office

1400 URBAN CENTER DRIVE
SUITE 475
VESTAVIA HILLS
AL
United States
Monday - Friday, BY APPOINTMENT
Tel: 205-397-2450, Fax: 205-968-6089

Websites

etainvestments.com/ www.facebook.com/navipathfinancial/ www.curatoadvisory.com/ barrettca.com/ www.linkedin.com/company/planinvestinspire/ www.linkedin.com/in/kristen11704/ www.arivwealth.com www.linkedin.com/in/bob-agnew-96876010/ www.galliawealthmanagement.com/ www.instagram.com/4swmstl/ www.instagram.com/stonesriverwm/ www.facebook.com/gfgwealth/ twitter.com/peterruh4 www.facebook.com/stones-river-wealth-management-123508616157046/ www.linkedin.com/in/rory-hartmann-cfp%c2%ae-33b2318/ www.rfgadvisorywealth.com/ www.linkedin.com/in/rick-wedell-0796912/ www.linkedin.com/in/kdowdy/ www.sixpointfp.com/ www.linkedin.com/in/tom-chancellor-cfp%c2%ae-72205520/ www.linkedin.com/in/shari-burnum-cfp%c2%ae-cexp-bb9271a/ www.balancewealthpartners.com/index.html bayviewwealth.com www.linkedin.com/in/counce-drinkard-45ba615/ www.linkedin.com/in/dennis-randy-laird-6bb02038/ 215advisors.com/ www.linkedin.com/in/jonathan-slater/ www.educatorretirementsolutions.com www.linkedin.com/in/mike-heckman/ www.iterfinancialwellness.com/ www.planwithparamount.com/ www.lindwm.com/ www.facebook.com/profile.php?id=100080685352621 www.facebook.com/planinvestinspire www.linkedin.com/in/julie-holloway-5702711b4/ www.briannefinancial.com/ www.linkedin.com/in/robert-g-sutter/ www.designwealthadvisors.com/ twitter.com/markdutram?lang=en www.linkedin.com/in/addison-janz-2802ba65/ www.linkedin.com/in/kevin-murphy-74b3a283/ volarewealth.com/ www.linkedin.com/in/kristilanette/ www.linkedin.com/in/johnpharms/ www.linkedin.com/in/collinreedwealthadvisor/ www.linkedin.com/in/natalie-sasser-3ba269165/ www.planinvestinspire.com/ www.linkedin.com/in/jamesdsumpter/ www.linkedin.com/in/pat-brown-rfg/ www.facebook.com/tdoobrow/ rfgadvisory.com/ www.linkedin.com/in/janinebevelle/ www.linkedin.com/in/allisonyoungblood/ www.linkedin.com/in/danymartinjr/ www.youtube.com/channel/ucuszivrpqa1jdsjrsj9of1w www.linkedin.com/in/ericblakecfp/ www.linkedin.com/in/sean-cawley-57a47aa3/ www.linkedin.com/in/kristypuckett/ www.linkedin.com/company/20-years-investors-resource/ www.linkedin.com/company/lemzar-capital/about/ www.linkedin.com/in/davidpulcinisixpointfp/ www.linkedin.com/in/aaron-laranetto-ab87a9bb/ www.linkedin.com/in/theresa-duenke-75929369/ www.metaprivatewealth.com www.youtube.com/channel/ucnmzx3ngdd8huko7vfxds0a/featured lemzarcapital.com www.navipathfinancial.com linkedin.com/in/kevingrelle www.linkedin.com/in/barrettcapital/ www.linkedin.com/in/marylrichards/ www.instagram.com/planinvestinspire/ www.linkedin.com/in/alan-ryals-9781351 www.crescentpw.com/ www.linkedin.com/in/michaelstalka/ www.linkedin.com/company/navipath-financial/ www.linkedin.com/in/daniel-klein-b15b48172/ www.linkedin.com/in/marshalsixpoint/ www.linkedin.com/in/josh-kilsch/ www.facebook.com/blakewealthmanagement www.linkedin.com/in/charles-lineberry-33a570a/ www.linkedin.com/in/christopher-cortina-93b799b1/ www.linkedin.com/in/briannecpa/ inkedin.com/in/frank-vetrano-8965a322 www.facebook.com/tomchancellorcfp/ www.linkedin.com/in/michael-smith-cfp%c2%ae-43b4533b/ www.linkedin.com/in/alisoncastellano/ www.linkedin.com/in/kevin-w-harper-cfp%c2%ae-9a5bb915/ www.linkedin.com/in/natereynolds279/ www.linkedin.com/in/nerifinancial/ www.linkedin.com/in/laurahinton/ www.linkedin.com/in/ryan-t-conley/ twitter.com/ssidehusla8 www.facebook.com/volarewealthadvisors www.facebook.com/4swim.naples/ www.facebook.com/edgewoodwealth/ twitter.com/@sspotswoodrfg www.linkedin.com/in/jakewtravis/ 4swmstl.com/ www.linkedin.com/in/davidakoren/ www.linkedin.com/in/jordanhutchison/ twitter.com/sueannsmith99 www.linkedin.com/in/stephen-b-carney-chfc%c2%ae-520427100/ www.linkedin.com/company/billings-group-salina/ www.linkedin.com/in/chandra-hudson-fpqp%c2%ae%ef%b8%8f-9950b6141/ www.facebook.com/lauraehintonchfc/ www.facebook.com/4swmstl www.linkedin.com/in/billy-haskins-97a4786 willowprivatewealth.com twitter.com/briannecpa billingsgroup.com www.facebook.com/briannesmithpfs/ www.linkedin.com/in/dale-hubbert-awma%c2%ae-cexp-9873b121/ resolutewealthmanagement.com www.linkedin.com/in/zach-wicker-91b3ab13/ www.linkedin.com/in/stevenspaeth/ www.linkedin.com/in/andy-graffeo-829b9514/ www.linkedin.com/in/john-gallia-jr-cfp�-55263734 www.linkedin.com/in/crossan-ryals-259a53152/ www.linkedin.com/in/bobbywhite1/ www.linkedin.com/in/dana-brown-53143a151/ www.facebook.com/fourseasonswealthmanagement/ www.linkedin.com/in/john-gargula-131b811/ landscapewealth.com www.linkedin.com/in/carrie-goss-45ab4828/ www.linkedin.com/in/john-w-pfaudler-jr- www.linkedin.com/company/williams-financial-advisors?trk=nav_account_sub_nav_company_admin www.facebook.com/kevinwharpercfp/ www.linkedin.com/in/bswilling/ www.4swm.com www.linkedin.com/in/clayton-b-aho-06913614/ www.invresource.com www.linkedin.com/in/eric-g-larson/ www.linkedin.com/in/mark-dutram-cpwa%c2%ae-cfp%c2%ae-aep%c2%ae-32254425/ twitter.com/thehutchj www.linkedin.com/in/emilyadonaldson/ twitter.com/joeewa afiawealth.com www.linkedin.com/in/jon-paul-brown-cmfc-�-68707445 www.linkedin.com/in/swan-klenke-1805a623 www.facebook.com/rfgadvisory/ www.linkedin.com/in/bruce-wiitala-4238a25b/ www.linkedin.com/in/tdoobrow/ www.facebook.com/tommy.williams.75033 twitter.com/@lhinton444 www.freemanwealth.com/ www.facebook.com/williamsfinancialadv/ www.youtube.com/channel/ucpldbtmdf2osu9l3_atzfnw www.balancepointfinancial.com www.rvawealthmanagement.com/ confidencewp.com/ www.youtube.com/channel/ucz3krwrmbuffgfmfussgbyg www.groundedfp.com/ www.youtube.com/channel/ucjteodnyxwhmni8m6ftmrbq twitter.com/rvawealth www.linkedin.com/in/stephen-wedel-cfp%c2%ae-cfs-founding-partner-b8849273/ www.instagram.com/ericblakecfp/ www.linkedin.com/in/sue-ann-smith-066853115/ bluebirdadvisory.com/ www.linkedin.com/in/matthew-lemen-2292b41b/ www.linkedin.com/in/joe-stephens-cfp-ewa/ www.linkedin.com/in/brock-eson-26a73839/ www.linkedin.com/in/rick-ohlrich-9600a815/ www.linkedin.com/in/ethan-campbell-13b40265/ twitter.com/4swm.com www.linkedin.com/in/sommer-morris-144b2236/ www.facebook.com/people/rfg-advisory-hoover/100088640051486/ www.suskowealthadvisors.com/ www.linkedin.com/in/lynnewiggins/ www.crosstimbersfg.com/ www.linkedin.com/in/wesley-miller-4a8a3984/ sablepointwealthmanagement.com www.linkedin.com/in/c-hottle/ stonesriverwm.com/ www.instagram.com/rfgadvisoryhoover/ www.instagram.com/stronghermoney/?hl=en www.youtube.com/channel/ucqjupvypapcnn8iqofdvnyw www.linkedin.com/in/caleb-vaughan-cfp%c2%ae-6bb31644/ www.linkedin.com/in/mark-green-wfa/ www.linkedin.com/in/chase-r-crump-cfp%c2%ae-30450a44/ www.linkedin.com/company/four-seasons-wealth-management/about/ www.linkedin.com/company/4swm-st-louis/about/ www.linkedin.com/in/laina-sansom-ba96b0243/ www.linkedin.com/company/4swm-naples/ www.linkedin.com/in/caseymarshall-wpw/ www.linkedin.com/in/josephprestigiacomo/ bayviewwealth.com/ www.linkedin.com/in/meredithlgraham/ www.linkedin.com/in/mark-pearson-5172155/ www.stronghermoney.com www.facebook.com/ryanconleycfp/?modal=admin_todo_tour www.blakewealthmanagement.com/ www.investafp.com www.linkedin.com/in/andrewdkessler/ riveroakaa.com www.linkedin.com/in/ken-azar-037b06/ facebook.com/investorsresource www.linkedin.com/in/patti-schwefler-628a97223/ www.linkedin.com/in/bluebirdadvisory/ www.linkedin.com/company/bluebirdadvisory/ www.aimwellfinancial.com/ www.bluemonte.com www.https://www.facebook.com/adriancastellanoiter/ www.https://www.facebook.com/rfg-advisory-enterprisedothan-102356928083461/?notif_id=1602095842516667%c2%acif_t%3dpage_f www.facebook.com/rvawealthmanagement www.facebook.com/sablepointwm/ www.facebook.com/seanmccauleycfp/ www.facebook.com/metaprivatewealth/ www.facebook.com/theryalsgroup www.facebook.com/confidencewp/ www.facebook.com/groundedfp/ www.facebook.com/people/cmc-financial/100093210020512/ www.instagram.com/inthegreen.podcast/ www.linkedin.com/company/volare-wealth/ www.linkedin.com/company/sixpoint-financial-partners/ www.linkedin.com/company/confidence-wealth-partners www.linkedin.com/company/gfg-wealth-advisors www.linkedin.com/company/cmcfinancial www.linkedin.com/in/adrian-castellano-iter www.linkedin.com/in/benjaminsteele98 www.linkedin.com/in/brad-acton www.linkedin.com/in/bridget-murphy-092424176 www.linkedin.com/in/collin-reed-28aa7920b www.linkedin.com/in/jeffpanik www.linkedin.com/in/julie-knotts-383887a5 www.linkedin.com/in/kristen-rogers-785545bb www.linkedin.com/in/lance-billings-564327205 www.linkedin.com/in/laura-williams-profile www.linkedin.com/in/marybethschultejans www.linkedin.com/in/paul-wankmueller-cmt www.linkedin.com/in/seanmccauley1 www.linkedin.com/in/staceyireland www.linkedin.com/in/terrybobo www.youtube.com/@balancewealthpartners6832 www.youtube.com/@planinvestinspire www.youtube.com/@investorsresource7255 www.youtube.com/@sablepointwealthmanagement7296 www.youtube.com/@bamcampodcast

Chief Compliance Officer

RICHARD H. OHLRICH
1400 URBAN CENTER DR.
SUITE 475
BIRMINGHAM
AL
United States
Tel: 205-892-1582
Fax: 205-968-6089
(Full email address available in API data)

Regulatory Contact

BOBBY WHITE
CHIEF EXECUTIVE OFFICER
1400 URBAN CENTER DRIVE
SUITE 475
VESTAVIA HILLS
AL
United States
Tel: 205-397-2451
Fax: 205-968-6089
(Full email address available in API data)

Industry Affiliates

RFG SOLUTIONS Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITE, BOBBY, RAY TRUST Individual – MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER 07/2011 10-25%
WEDELL, FREDERICK, GEORGE TRUST Individual – CHIEF INVESTMENT OFFICER 01/2017 5-10%
OHLRICH, RICHARD, HENRY Individual – CHIEF COMPLIANCE OFFICER 02/2022 < 5%
LREP III RFG OFFSHORE INVESTORS, LLC. Foreign Entity – OWNER 12/2023 10-25%
LONG RIDGE EQUITY PARTNERS III, LP Domestic Entity – OWNER 12/2023 25-50%
LONG RIDGE EQUITY PARTNERS GP III, LP (DELAWARE) Domestic Entity LONG RIDGE EQUITY PARTNERS III, LP GENERAL PARTNER 12/2023
LONG RIDGE EQUITY PARTNERS GP III, LP (DELAWARE) Foreign Entity LREP III RFG OFFSHORE INVESTORS, LLC. GENERAL PARTNER 12/2023
BROWN, JAMES, GERARD Individual LONG RIDGE EQUITY PARTNERS GP III, LP (DELAWARE) MEMBER 12/2023 50-75%
BHATT, KEVIN, BHALCHANDRA Individual LONG RIDGE EQUITY PARTNERS GP III, LP (DELAWARE) MEMBER 12/2023 50-75%

No. Employees, Historic

2001000201920202021202220232024202542 on 4/5/201942 on 4/5/201942 on 4/5/201942 on 5/14/201942 on 5/15/201942 on 5/24/201942 on 5/24/201942 on 5/24/201942 on 5/31/201942 on 11/8/201964 on 3/27/202064 on 6/23/202064 on 7/29/202064 on 8/20/202064 on 10/1/202080 on 3/30/202180 on 7/16/202180 on 7/19/202180 on 10/19/202180 on 11/1/202180 on 12/22/202180 on 1/31/202280 on 1/31/202280 on 2/7/202280 on 2/16/202280 on 2/22/2022101 on 2/28/2022101 on 3/4/2022101 on 4/7/2022101 on 4/20/2022101 on 4/20/2022101 on 5/19/2022101 on 5/31/2022101 on 7/27/2022101 on 8/11/2022101 on 8/11/2022101 on 8/23/2022101 on 9/30/2022101 on 11/1/2022101 on 2/3/2023101 on 3/6/2023195 on 3/20/2023195 on 3/21/2023195 on 3/27/2023195 on 4/12/2023195 on 4/12/2023195 on 4/12/2023195 on 5/24/2023195 on 6/28/2023195 on 6/28/2023195 on 7/31/2023195 on 9/1/2023195 on 9/12/2023195 on 9/14/2023195 on 10/2/2023195 on 10/9/2023195 on 10/16/2023195 on 11/6/2023195 on 11/14/2023195 on 12/19/2023195 on 12/26/2023195 on 1/9/2024195 on 1/18/2024195 on 1/22/2024195 on 2/16/2024195 on 3/25/2024

RAUM, Historic

4B2B02019202020212022202320242025948860334 on 4/5/2019948860334 on 4/5/2019948860334 on 4/5/2019948860334 on 5/14/2019948860334 on 5/15/2019948860334 on 5/24/2019948860334 on 5/24/2019948860334 on 5/24/2019948860334 on 5/31/2019948860334 on 11/8/20191506583609 on 3/27/20201506583609 on 6/23/20201506583609 on 7/29/20201506583609 on 8/20/20201506583609 on 10/1/20201765004980 on 3/30/20211765004980 on 7/16/20211765004980 on 7/19/20211765004980 on 10/19/20211765004980 on 11/1/20211765004980 on 12/22/20211765004980 on 1/31/20221765004980 on 1/31/20221765004980 on 2/7/20221765004980 on 2/16/20221765004980 on 2/22/20222728866112 on 2/28/20222728866112 on 3/4/20222728866112 on 4/7/20222728866112 on 4/20/20222728866112 on 4/20/20222728866112 on 5/19/20222728866112 on 5/31/20222728866112 on 7/27/20222728866112 on 8/11/20222728866112 on 8/11/20222728866112 on 8/23/20222728866112 on 9/30/20222728866112 on 11/1/20222728866112 on 2/3/20232728866112 on 3/6/20232996872822 on 3/20/20232996872822 on 3/21/20232996872822 on 3/27/20232996872822 on 4/12/20232996872822 on 4/12/20232996872822 on 4/12/20232996872822 on 5/24/20232996872822 on 6/28/20232996872822 on 6/28/20232996872822 on 7/31/20232996872822 on 9/1/20232996872822 on 9/12/20232996872822 on 9/14/20232996872822 on 10/2/20232996872822 on 10/9/20232996872822 on 10/16/20232996872822 on 11/6/20232996872822 on 11/14/20232996872822 on 12/19/20232996872822 on 12/26/20232996872822 on 1/9/20242996872822 on 1/18/20242996872822 on 1/22/20242996872822 on 2/16/20243859253984 on 3/25/2024

No. Clients, Historic

20,00010,000020192020202120222023202420253151 on 4/5/20193151 on 4/5/20193151 on 4/5/20193151 on 5/14/20193151 on 5/15/20193151 on 5/24/20193151 on 5/24/20193151 on 5/24/20193151 on 5/31/20193151 on 11/8/20195300 on 3/27/20205300 on 6/23/20205300 on 7/29/20205300 on 8/20/20205300 on 10/1/20205660 on 3/30/20215660 on 7/16/20215660 on 7/19/20215660 on 10/19/20215660 on 11/1/20215660 on 12/22/20215660 on 1/31/20225660 on 1/31/20225660 on 2/7/20225660 on 2/16/20225660 on 2/22/20228110 on 2/28/20228110 on 3/4/20228110 on 4/7/20228110 on 4/20/20228110 on 4/20/20228110 on 5/19/20228110 on 5/31/20228110 on 7/27/20228110 on 8/11/20228110 on 8/11/20228110 on 8/23/20228110 on 9/30/20228110 on 11/1/20228110 on 2/3/20238110 on 3/6/202310046 on 3/20/202310046 on 3/21/202310046 on 3/27/202310046 on 4/12/202310046 on 4/12/202310046 on 4/12/202310046 on 5/24/202310046 on 6/28/202310046 on 6/28/202310046 on 7/31/202310046 on 9/1/202310046 on 9/12/202310046 on 9/14/202310046 on 10/2/202310046 on 10/9/202310046 on 10/16/202310046 on 11/6/202310046 on 11/14/202310046 on 12/19/202310046 on 12/26/202310046 on 1/9/202410046 on 1/18/202410046 on 1/22/202410046 on 2/16/202411122 on 3/25/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 638K 6K –
AB ACTIVE ETFS INC TAX AWARE SHRT 441K 18K –
AB ACTIVE ETFS INC ULTRA SHORT INCM 341K 7K –
ABBOTT LABS COM 1M 14K –
ABBVIE INC COM 6M 33K –
ABRDN ETFS BBRG ALL COMMDY 666K 21K –
ACCENTURE PLC IRELAND SHS CLASS A 1M 4K –
ADOBE INC COM 2M 3K –
ADVANCED MICRO DEVICES INC COM 571K 4K –
AEROVIRONMENT INC COM 218K 1K –
AFLAC INC COM 1M 14K –
AGILENT TECHNOLOGIES INC COM 257K 2K –
AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 1M 40K –
AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 6M 164K –
AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 2M 67K –
AIM ETF PRODUCTS TRUST US LRGCP B20 JUL 499K 15K –
AIR PRODS & CHEMS INC COM 2M 7K –
AIRBNB INC COM CL A 544K 4K –
ALPHABET INC CAP STK CL A 12M 67K –
ALPHABET INC CAP STK CL C 5M 29K –
ALPS ETF TR ALERIAN MLP 442K 9K –
ALTRIA GROUP INC COM 547K 12K –
ALZAMEND NEURO INC COM 7K 17K –
AMAZON COM INC COM 21M 108K –
AMEREN CORP COM 262K 4K –
AMERICAN CENTY ETF TR US EQT ETF 436K 5K –
AMERICAN CENTY ETF TR US SML CP VALU 9M 97K –
AMERICAN ELEC PWR CO INC COM 213K 2K –
AMERICAN EXPRESS CO COM 2M 9K –
AMERICAN TOWER CORP NEW COM 2M 10K –
AMERICAN WTR WKS CO INC NEW COM 2M 13K –
AMERIPRISE FINL INC COM 1M 3K –
AMGEN INC COM 3M 11K –
ANALOG DEVICES INC COM 474K 2K –
APPLE INC COM 36M 170K –
APPLIED MATLS INC COM 1M 6K –
ARES CAPITAL CORP COM 352K 17K –
ARES MANAGEMENT CORPORATION CL A COM STK 1M 8K –
ARISTA NETWORKS INC COM 2M 6K –
ASML HOLDING N V N Y REGISTRY SHS 2M 2K –
AT&T INC COM 1M 75K –
ATLASSIAN CORPORATION CL A 365K 2K –
AUTOMATIC DATA PROCESSING IN COM 2M 7K –
AXON ENTERPRISE INC COM 878K 3K –
BANK AMERICA CORP COM 778K 20K –
BARRICK GOLD CORP COM 459K 28K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 8M 20K –
BLACKROCK ETF TRUST US EQT FACTOR 10M 217K –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 2M 39K –
BLACKROCK INC COM 1M 2K –
BLACKSTONE INC COM 922K 7K –
BOEING CO COM 598K 3K –
BOOKING HOLDINGS INC COM 957K 242 –
BP PLC SPONSORED ADR 259K 7K –
BRIGHTSPIRE CAPITAL INC COM CL A 68K 12K –
BRISTOL-MYERS SQUIBB CO COM 786K 19K –
BROADCOM INC COM 6M 4K –
BUNGE GLOBAL SA COM SHS 313K 3K –
CADENCE BANK COM 252K 9K –
CADENCE DESIGN SYSTEM INC COM 588K 2K –
CAMBRIA ETF TR SHSHLD YIELD ETF 1M 18K –
CAMPBELL SOUP CO COM 251K 6K –
CANADIAN PACIFIC KANSAS CITY COM 577K 7K –
CAPITAL GROUP CORE BALANCED SHS 1M 40K –
CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 326K 10K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 208K 7K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 313K 10K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 603K 27K –
CAPITAL ONE FINL CORP COM 740K 5K –
CARNIVAL CORP UNIT 99/99/9999 191K 10K –
CARRIER GLOBAL CORPORATION COM 333K 5K –
CATERPILLAR INC COM 2M 7K –
CELANESE CORP DEL COM 920K 7K –
CELSIUS HLDGS INC COM NEW 324K 6K –
CENTENE CORP DEL COM 917K 14K –
CHENIERE ENERGY INC COM NEW 1M 7K –
CHEVRON CORP NEW COM 5M 35K –
CHIPOTLE MEXICAN GRILL INC COM 285K 5K –
CHUBB LIMITED COM 391K 2K –
CHURCH & DWIGHT CO INC COM 318K 3K –
CINTAS CORP COM 235K 336 –
CION INVT CORP COM 129K 11K –
CISCO SYS INC COM 2M 42K –
CITIGROUP INC COM NEW 561K 9K –
CLOROX CO DEL COM 455K 3K –
CLOUDFLARE INC CL A COM 718K 9K –
COCA COLA CO COM 4M 71K –
COLGATE PALMOLIVE CO COM 525K 5K –
COMCAST CORP NEW CL A 1M 36K –
CONOCOPHILLIPS COM 567K 5K –
CONSOLIDATED EDISON INC COM 499K 6K –
CONSTELLATION ENERGY CORP COM 561K 3K –
CORNING INC COM 271K 7K –
COSTCO WHSL CORP NEW COM 6M 7K –
CROWDSTRIKE HLDGS INC CL A 2M 4K –
CROWN CASTLE INC COM 715K 7K –
CSX CORP COM 443K 13K –
CUMMINS INC COM 923K 3K –
CVS HEALTH CORP COM 959K 16K –
DANAHER CORPORATION COM 2M 7K –
DEERE & CO COM 1M 4K –
DELTA AIR LINES INC DEL COM NEW 1M 25K –
DEVON ENERGY CORP NEW COM 206K 4K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 2M 39K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 625K 23K –
DIMENSIONAL ETF TRUST EMERGING MKTS HI 5M 206K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 2M 91K –
DIMENSIONAL ETF TRUST GLOBAL CR ETF 799K 15K –
DIMENSIONAL ETF TRUST GLOBAL EX US COR 1M 20K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 4M 153K –
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 11M 216K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 3M 83K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 5M 177K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 2M 58K –
DIMENSIONAL ETF TRUST SHORT DURATION F 21M 440K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 4M 109K –
DIMENSIONAL ETF TRUST US CORE EQUITY 1 3M 46K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 13M 392K –
DIMENSIONAL ETF TRUST US EQUITY ETF 1M 25K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 9M 274K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 8M 291K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 531K 14K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 2M 94K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 3M 48K –
DIMENSIONAL ETF TRUST US TARGETED VLU 6M 123K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 119M 5M –
DISCOVER FINL SVCS COM 794K 6K –
DISNEY WALT CO COM 2M 16K –
DNP SELECT INCOME FD INC COM 108K 13K –
DOLLAR GEN CORP NEW COM 200K 2K –
DOW INC COM 318K 6K –
DRAFTKINGS INC NEW COM CL A 239K 6K –
DUKE ENERGY CORP NEW COM NEW 2M 16K –
DYNATRACE INC COM NEW 365K 8K –
E L F BEAUTY INC COM 446K 2K –
EA SERIES TRUST ALPHA ARCH 1-3 540K 5K –
EATON CORP PLC SHS 1M 5K –
EATON VANCE TAX ADVT DIV INC COM 931K 40K –
EATON VANCE TAX-MANAGED DIVE COM 17M 1M –
ECOLAB INC COM 2M 8K –
EDWARDS LIFESCIENCES CORP COM 784K 8K –
ELEVANCE HEALTH INC COM 1M 2K –
ELI LILLY & CO COM 8M 8K –
EMERSON ELEC CO COM 1M 10K –
ENBRIDGE INC COM 505K 14K –
ENERGY TRANSFER L P COM UT LTD PTN 298K 18K –
ENTERPRISE PRODS PARTNERS L COM 254K 9K –
EOG RES INC COM 1M 11K –
ETF SER SOLUTIONS LHA MKT ST TACTL 3M 102K –
ETFIS SER TR I VIRTUS INFRCAP 626K 30K –
EVERSOURCE ENERGY COM 224K 4K –
EXXON MOBIL CORP COM 8M 72K –
FIDELITY COVINGTON TRUST CONSMR STAPLES 585K 12K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 5M 116K –
FIDELITY COVINGTON TRUST MSCI ENERGY IDX 2M 93K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 4M 52K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 2M 9K –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 3M 126K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 166M 4M –
FIDELITY WISE ORIGIN BITCOIN SHS 2M 30K –
FIRST NATL CORP COM 289K 19K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 974K 53K –
FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 1M 29K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 2M 144K –
FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 682K 34K –
FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 281K 5K –
FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 303K 13K –
FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 239K 6K –
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 231K 8K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 704K 29K –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 259K 3K –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 296K 3K –
FIRST TR EXCHANGE TRADED FD INDXX NAT RE ETF 3M 195K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 4M 77K –
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 707K 5K –
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 751K 33K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 2M 23K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 3M 13K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 1M 20K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 3M 53K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 632K 13K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 2M 68K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 4M 89K –
FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DUR 349K 17K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 1M 56K –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 351K 17K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 10M 189K –
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 429K 9K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 550K 7K –
FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 287K 11K –
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 3M 50K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 7M 133K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 8M 178K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 7M 201K –
FIRST TR EXCHANGE-TRADED FD ULTRA SHT DUR MU 299K 15K –
FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 377K 4K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 22M 762K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 569K 21K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 228K 5K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 701K 20K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 259K 6K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 3M 65K –
FIRST TR LRG CP VL ALPHADEX COM SHS 555K 8K –
FIRST TR MORNINGSTAR DIVID L SHS 257K 7K –
FIRST TR NASDAQ 100 TECH IND SHS 1M 7K –
FIRST TR SR FLTG RATE INCOME COM 130K 13K –
FIRST TR VALUE LINE DIVID IN SHS 1M 32K –
FIRST TRUST LRGCP GWT ALPHAD COM SHS 485K 4K –
FIRSTCASH HOLDINGS INC COM 2M 20K –
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 272K 3K –
FORD MTR CO DEL COM 388K 31K –
FORTIVE CORP COM 616K 8K –
FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 269K 11K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 897K 141K –
FS KKR CAP CORP COM 2M 111K –
GALLAGHER ARTHUR J & CO COM 2M 7K –
GARMIN LTD SHS 234K 1K –
GARTNER INC COM 497K 1K –
GE AEROSPACE COM NEW 1M 6K –
GENERAL DYNAMICS CORP COM 2M 7K –
GENERAL MLS INC COM 349K 6K –
GENUINE PARTS CO COM 482K 3K –
GILEAD SCIENCES INC COM 811K 12K –
GLOBAL PMTS INC COM 522K 5K –
GLOBAL X FDS ARTIFICIAL ETF 361K 10K –
GLOBAL X FDS GLBL X MLP ETF 7M 154K –
GLOBAL X FDS GLOBX SUPDV US 980K 57K –
GLOBAL X FDS NASDAQ 100 COVER 320K 18K –
GLOBAL X FDS S&P 500 CATHOLIC 414K 6K –
GLOBAL X FDS US INFR DEV ETF 317K 9K –
GOLDMAN SACHS GROUP INC COM 1M 3K –
GOPRO INC CL A 25K 17K –
GUINNESS ATKINSON FDS SMARTETFS DIVID 507K 18K –
HERSHEY CO COM 2M 9K –
HOME DEPOT INC COM 10M 29K –
HONEYWELL INTL INC COM 790K 4K –
HOWMET AEROSPACE INC COM 209K 3K –
IDEXX LABS INC COM 578K 1K –
ILLINOIS TOOL WKS INC COM 933K 4K –
ILLUMINA INC COM 315K 3K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 2M 69K –
INNOVATOR ETFS TRUST EQUITY DEFI 2026 7M 268K –
INNOVATOR ETFS TRUST GRWT100 PWR BF 2M 43K –
INNOVATOR ETFS TRUST LADDERED ALC BFR 576K 19K –
INNOVATOR ETFS TRUST QUITY MANAGD FLR 3M 95K –
INNOVATOR ETFS TRUST US EQT BUFR APR 837K 20K –
INNOVATOR ETFS TRUST US EQT PWR BUF 2M 56K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 244K 8K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 306K 9K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 633K 17K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 344K 12K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 213K 7K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 208K 6K –
INNOVATOR ETFS TRUST US EQT ULTRA BF 938K 28K –
INNOVATOR ETFS TRUST US EQT ULTRA BFR 359K 11K –
INNOVATOR ETFS TRUST US EQTY BUF DEC 674K 16K –
INNOVATOR ETFS TRUST US EQTY BUF NOV 554K 15K –
INNOVATOR ETFS TRUST US EQTY BUF OCT 576K 14K –
INNOVATOR ETFS TRUST US EQTY BUF SEP 422K 10K –
INNOVATOR ETFS TRUST US EQTY BUFR FEB 683K 17K –
INNOVATOR ETFS TRUST US EQTY BUFR JAN 2M 38K –
INNOVATOR ETFS TRUST US EQTY BUFR JUL 436K 10K –
INNOVATOR ETFS TRUST US EQTY BUFR JUN 1M 29K –
INNOVATOR ETFS TRUST US EQTY BUFR MAR 1M 26K –
INNOVATOR ETFS TRUST US EQTY BUFR MAY 782K 21K –
INNOVATOR ETFS TRUST US EQTY PWR BF 2M 53K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 31K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 28K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 49K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 60K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 56K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 27K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 61K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 47K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 745K 21K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 4M 108K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 287K 8K –
INNOVATOR ETFS TRUST US EQTY ULTRA B 207K 6K –
INNOVATOR ETFS TRUST US EQUT BUFR AUG 1M 26K –
INNOVATOR ETFS TRUST US SML CP PWR B 2M 70K –
INTEL CORP COM 976K 32K –
INTERNATIONAL BUSINESS MACHS COM 4M 23K –
INTUIT COM 2M 3K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 787K 56K –
INVESCO CURRENCYSHARES SWISS SWISS FRANC 503K 5K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 2M 88K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 61M 307K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 241K 10K –
INVESCO EXCH TRADED FD TR II PFD ETF 6M 484K –
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 488K 21K –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 218K 4K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 641K 10K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 661K 31K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 609K 27K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 455K 20K –
INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 290K 6K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 212M 6M –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 756K 38K –
INVESCO EXCHANGE TRADED FD T S&P 500A EQL 5M 169K –
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 461K 9K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 468K 3K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 6M 93K –
INVESCO MUNI INCOME OPP TRST COM 169K 27K –
INVESCO QQQ TR UNIT SER 1 45M 94K –
INVESTMENT MANAGERS SER TR I AXS ASTORIA INFL 174K 12K –
IRON MTN INC DEL COM 1M 15K –
ISHARES BITCOIN TR SHS 340K 10K –
ISHARES GOLD TR ISHARES NEW 722K 16K –
ISHARES GOLD TR SHARES REPRESENT 4M 164K –
ISHARES INC CORE MSCI EMKT 3M 48K –
ISHARES INC ESG AWR MSCI EM 356K 11K –
ISHARES INC MSCI EMRG CHN 8M 130K –
ISHARES INC MSCI JPN ETF NEW 637K 9K –
ISHARES INC MSCI SWITZERLAND 386K 8K –
ISHARES SILVER TR ISHARES 257K 10K –
ISHARES TR 0-3 MNTH TREASRY 22M 214K –
ISHARES TR 0-5YR HI YL CP 240K 6K –
ISHARES TR 0-5YR INVT GR CP 316K 6K –
ISHARES TR 1 3 YR TREAS BD 3M 35K –
ISHARES TR 10-20 YR TRS ETF 1M 13K –
ISHARES TR 20 YR TR BD ETF 5M 55K –
ISHARES TR 7-10 YR TRSY BD 5M 51K –
ISHARES TR BLACKROCK ULTRA 5M 98K –
ISHARES TR BROAD USD HIGH 473K 13K –
ISHARES TR CORE DIV GRWTH 3M 47K –
ISHARES TR CORE HIGH DV ETF 649K 6K –
ISHARES TR CORE MSCI EAFE 1M 21K –
ISHARES TR CORE MSCI TOTAL 677K 10K –
ISHARES TR CORE S&P MCP ETF 2M 30K –
ISHARES TR CORE S&P SCP ETF 8M 72K –
ISHARES TR CORE S&P TTL STK 3M 24K –
ISHARES TR CORE S&P US GWT 5M 36K –
ISHARES TR CORE S&P US VLU 463K 5K –
ISHARES TR CORE S&P500 ETF 37M 67K –
ISHARES TR CORE TOTAL USD 18M 406K –
ISHARES TR CORE US AGGBD ET 5M 53K –
ISHARES TR CRE U S REIT ETF 616K 11K –
ISHARES TR EAFE GRWTH ETF 13M 125K –
ISHARES TR EAFE VALUE ETF 5M 100K –
ISHARES TR ESG AWARE MSCI 646K 17K –
ISHARES TR ESG AWR MSCI USA 5M 42K –
ISHARES TR ESG AWR US AGRGT 1M 26K –
ISHARES TR ESG AWRE 1 5 YR 516K 21K –
ISHARES TR FALN ANGLS USD 210K 8K –
ISHARES TR FLTG RATE NT ETF 10M 187K –
ISHARES TR GBL COMM SVC ETF 1M 16K –
ISHARES TR GLOBAL 100 ETF 720K 7K –
ISHARES TR GLOBAL ENERG ETF 458K 11K –
ISHARES TR GLOBAL TECH ETF 220K 3K –
ISHARES TR HDG MSCI EAFE 6M 174K –
ISHARES TR IBOXX HI YD ETF 10M 124K –
ISHARES TR IBOXX INV CP ETF 4M 33K –
ISHARES TR INTL SEL DIV ETF 1M 45K –
ISHARES TR INVESTMENT GRADE 791K 18K –
ISHARES TR ISHARES SEMICDTR 365K 1K –
ISHARES TR ISHS 1-5YR INVS 667K 13K –
ISHARES TR JPMORGAN USD EMG 2M 26K –
ISHARES TR MBS ETF 4M 40K –
ISHARES TR MODERT ALLOC ETF 538K 13K –
ISHARES TR MORNINGSTAR GRWT 3M 41K –
ISHARES TR MORTGE REL ETF 202K 9K –
ISHARES TR MRGSTR MD CP ETF 215K 3K –
ISHARES TR MSCI ACWI ETF 506K 5K –
ISHARES TR MSCI EAFE ETF 5M 64K –
ISHARES TR MSCI EMG MKT ETF 2M 40K –
ISHARES TR MSCI INTL QUALTY 2M 47K –
ISHARES TR MSCI USA MIN VOL 604K 7K –
ISHARES TR MSCI USA MMENTM 435K 2K –
ISHARES TR MSCI USA QLT FCT 14M 79K –
ISHARES TR NATIONAL MUN ETF 6M 58K –
ISHARES TR PFD AND INCM SEC 4M 127K –
ISHARES TR RUS 1000 ETF 793K 3K –
ISHARES TR RUS 1000 GRW ETF 16M 44K –
ISHARES TR RUS 1000 VAL ETF 6M 36K –
ISHARES TR RUS MID CAP ETF 259K 3K –
ISHARES TR RUSEL 2500 ETF 1M 16K –
ISHARES TR RUSSELL 2000 ETF 2M 9K –
ISHARES TR S&P 100 ETF 841K 3K –
ISHARES TR S&P 500 GRWT ETF 6M 63K –
ISHARES TR S&P 500 VAL ETF 6M 31K –
ISHARES TR S&P MC 400GR ETF 375K 4K –
ISHARES TR S&P MC 400VL ETF 311K 3K –
ISHARES TR SELECT DIVID ETF 272K 2K –
ISHARES TR SHORT TREAS BD 2M 16K –
ISHARES TR SHRT NAT MUN ETF 2M 22K –
ISHARES TR TIPS BD ETF 2M 15K –
ISHARES TR TRS FLT RT BD 2M 49K –
ISHARES TR U.S. ENERGY ETF 369K 8K –
ISHARES TR U.S. MED DVC ETF 860K 15K –
ISHARES TR U.S. TECH ETF 5M 32K –
ISHARES TR US AER DEF ETF 217K 2K –
ISHARES TR US CONSM STAPLES 343K 5K –
ISHARES TR US HOME CONS ETF 1M 10K –
ISHARES TR US INFRASTRUC 789K 19K –
ISHARES TR US TREAS BD ETF 909K 40K –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 214K 4K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 3M 51K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 659K 12K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 570K 11K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 455K 9K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 556K 10K –
JACKSON FINANCIAL INC COM CL A 1M 19K –
JANUS DETROIT STR TR HENDRSN SHRT ETF 545K 11K –
JANUS DETROIT STR TR HENDRSON AAA CL 50M 978K –
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 252K 5K –
JOHNSON & JOHNSON COM 3M 18K –
JOHNSON CTLS INTL PLC SHS 266K 4K –
JPMORGAN CHASE & CO. COM 6M 32K –
JUMIA TECHNOLOGIES AG SPONSORED ADS 88K 13K –
KIMBERLY-CLARK CORP COM 2M 11K –
KINDER MORGAN INC DEL COM 315K 16K –
KKR & CO INC COM 1M 10K –
KLA CORP COM NEW 699K 847 –
KROGER CO COM 238K 5K –
L3HARRIS TECHNOLOGIES INC COM 318K 1K –
LAM RESEARCH CORP COM 507K 476 –
LENNAR CORP CL A 580K 4K –
LISTED FD TR WAHED DOW JONES 1M 42K –
LISTED FD TR WAHED FTSE ETF 9M 183K –
LITMAN GREGORY FDS TR IMGP DBI MANAGED 894K 30K –
LOCKHEED MARTIN CORP COM 3M 6K –
LOWES COS INC COM 2M 11K –
LULULEMON ATHLETICA INC COM 574K 2K –
MARATHON PETE CORP COM 3M 15K –
MARKEL GROUP INC COM 1M 778 –
MARRIOTT INTL INC NEW CL A 273K 1K –
MARSH & MCLENNAN COS INC COM 304K 1K –
MARVELL TECHNOLOGY INC COM 2M 26K –
MASTERCARD INCORPORATED CL A 4M 9K –
MCCORMICK & CO INC COM NON VTG 2M 24K –
MCDONALDS CORP COM 3M 12K –
MCKESSON CORP COM 1M 2K –
MEDTRONIC PLC SHS 2M 25K –
MERCADOLIBRE INC COM 467K 284 –
MERCK & CO INC COM 6M 49K –
META PLATFORMS INC CL A 10M 20K –
METLIFE INC COM 508K 7K –
MICROCHIP TECHNOLOGY INC. COM 908K 10K –
MICRON TECHNOLOGY INC COM 301K 2K –
MICROSOFT CORP COM 22M 50K –
MID-AMER APT CMNTYS INC COM 2M 11K –
MONDELEZ INTL INC CL A 321K 5K –
MONOLITHIC PWR SYS INC COM 789K 960 –
MOODYS CORP COM 435K 1K –
MSCI INC COM 505K 1K –
NATIONAL GRID PLC SPONSORED ADR NE 278K 5K –
NEOS ETF TRUST NEOS S&P 500 HI 396K 8K –
NETAPP INC COM 610K 5K –
NETFLIX INC COM 2M 2K –
NEXTERA ENERGY INC COM 4M 59K –
NIKE INC CL B 222K 3K –
NORFOLK SOUTHN CORP COM 260K 1K –
NORTHERN LTS FD TR IV MAIN SECTR ROTN 500K 10K –
NORTHROP GRUMMAN CORP COM 216K 496 –
NOVO-NORDISK A S ADR 2M 11K –
NRG ENERGY INC COM NEW 245K 3K –
NUCOR CORP COM 374K 2K –
NUSHARES ETF TR NUVEEN ESG LRGCP 751K 9K –
NUSHARES ETF TR NUVEEN ESG LRGVL 911K 24K –
NUVEEN AMT FREE MUN CR INC F COM 589K 47K –
NUVEEN FLOATING RATE INCOME COM 3M 380K –
NUVEEN PFD & INCOME OPPORTUN COM 81K 11K –
NUVEEN QUALITY MUNCP INCOME COM 564K 48K –
NVIDIA CORPORATION COM 19M 156K –
NXP SEMICONDUCTORS N V COM 829K 3K –
ONEOK INC NEW COM 3M 33K –
ORACLE CORP COM 2M 13K –
PACCAR INC COM 345K 3K –
PACER FDS TR GLOBL CASH ETF 597K 18K –
PACER FDS TR PACER US SMALL 2M 35K –
PACER FDS TR US CASH COWS 100 8M 141K –
PACKAGING CORP AMER COM 271K 1K –
PALO ALTO NETWORKS INC COM 4M 10K –
PARKER-HANNIFIN CORP COM 2M 3K –
PAYCHEX INC COM 2M 13K –
PAYPAL HLDGS INC COM 402K 7K –
PEDEVCO CORP COM PAR 9K 10K –
PEPSICO INC COM 3M 19K –
PFIZER INC COM 2M 66K –
PGIM ETF TR PGIM ULTRA SH BD 6M 111K –
PGIM GLOBAL HIGH YIELD FD FO COM 2M 171K –
PHILIP MORRIS INTL INC COM 1M 14K –
PHILLIPS 66 COM 1M 10K –
PHILLIPS EDISON & CO INC COMMON STOCK 230K 7K –
PIMCO DYNAMIC INCOME FD SHS 1M 79K –
PIMCO ETF TR ACTIVE BD ETF 33M 357K –
PIMCO ETF TR ENHAN SHRT MA AC 917K 9K –
PIMCO ETF TR ENHNCD LW DUR AC 2M 19K –
PIMCO ETF TR MULTISECTOR BD 361K 14K –
PIMCO MUN INCOME FD II COM 96K 11K –
PNC FINL SVCS GROUP INC COM 253K 2K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 1M 29K –
PRICE T ROWE GROUP INC COM 807K 7K –
PROCTER AND GAMBLE CO COM 7M 39K –
PROGRESSIVE CORP COM 753K 4K –
PROLOGIS INC. COM 2M 18K –
PROQR THRAPEUTICS N V SHS EURO 53K 32K –
PROSHARES TR S&P 500 DV ARIST 469K 5K –
PRUDENTIAL FINL INC COM 1M 9K –
PUBLIC SVC ENTERPRISE GRP IN COM 270K 4K –
PULTE GROUP INC COM 305K 3K –
QUALCOMM INC COM 4M 19K –
REALTY INCOME CORP COM 2M 33K –
REDFIN CORP COM 176K 29K –
REGIONS FINANCIAL CORP NEW COM 1M 59K –
REPUBLIC SVCS INC COM 2M 11K –
RITHM CAPITAL CORP COM NEW 148K 14K –
ROSS STORES INC COM 263K 2K –
ROYAL BK CDA COM 2M 16K –
RTX CORPORATION COM 3M 32K –
S&P GLOBAL INC COM 379K 850 –
SALESFORCE INC COM 3M 11K –
SAMSARA INC COM CL A 421K 12K –
SCHWAB CHARLES CORP COM 649K 9K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 743K 21K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 885K 16K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 90K –
SCHWAB STRATEGIC TR SHT TM US TRES 261K 5K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 16M 200K –
SCHWAB STRATEGIC TR US LCAP GR ETF 10M 99K –
SCHWAB STRATEGIC TR US LCAP VA ETF 339K 5K –
SCHWAB STRATEGIC TR US LRG CAP ETF 810K 13K –
SCHWAB STRATEGIC TR US MID-CAP ETF 312K 4K –
SELECT SECTOR SPDR TR COMMUNICATION 9M 100K –
SELECT SECTOR SPDR TR ENERGY 2M 25K –
SELECT SECTOR SPDR TR FINANCIAL 6M 156K –
SELECT SECTOR SPDR TR INDL 15M 126K –
SELECT SECTOR SPDR TR RL EST SEL SEC 7M 178K –
SELECT SECTOR SPDR TR SBI CONS DISCR 4M 21K –
SELECT SECTOR SPDR TR SBI CONS STPLS 1M 16K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 11M 73K –
SELECT SECTOR SPDR TR SBI INT-UTILS 2M 36K –
SELECT SECTOR SPDR TR SBI MATERIALS 868K 10K –
SELECT SECTOR SPDR TR TECHNOLOGY 24M 107K –
SERVICE CORP INTL COM 10M 140K –
SERVICENOW INC COM 3M 4K –
SERVISFIRST BANCSHARES INC COM 305K 5K –
SHERWIN WILLIAMS CO COM 6M 20K –
SIRIUS XM HOLDINGS INC COM 153K 54K –
SNAP ON INC COM 2M 9K –
SOUTHERN CO COM 10M 129K –
SPDR DOW JONES INDL AVERAGE UT SER 1 4M 10K –
SPDR GOLD TR GOLD SHS 4M 20K –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 825K 20K –
SPDR INDEX SHS FDS PORTFLI MSCI GBL 799K 13K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 13M 363K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 5M 131K –
SPDR INDEX SHS FDS S&P INTL SMLCP 1M 35K –
SPDR S&P 500 ETF TR TR UNIT 7M 13K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3M 6K –
SPDR SER TR BLOOMBERG 1 10 Y 380K 21K –
SPDR SER TR BLOOMBERG 1-3 MO 27M 290K –
SPDR SER TR BLOOMBERG EMERGI 691K 35K –
SPDR SER TR BLOOMBERG EMG MK 519K 22K –
SPDR SER TR BLOOMBERG HIGH Y 14M 145K –
SPDR SER TR BLOOMBERG INVT 8M 267K –
SPDR SER TR FTSE INT GVT ETF 297K 8K –
SPDR SER TR NUVEEN BLOOMBERG 5M 182K –
SPDR SER TR PORTFLI HIGH YLD 2M 97K –
SPDR SER TR PORTFOLI S&P1500 85M 1M –
SPDR SER TR PORTFOLIO AGRGTE 10M 413K –
SPDR SER TR PORTFOLIO CRPORT 3M 89K –
SPDR SER TR PORTFOLIO INTRMD 292K 9K –
SPDR SER TR PORTFOLIO LN TSR 52M 2M –
SPDR SER TR PORTFOLIO S&P400 78M 2M –
SPDR SER TR PORTFOLIO S&P500 38M 588K –
SPDR SER TR PORTFOLIO S&P600 6M 138K –
SPDR SER TR PORTFOLIO SH TSR 3M 91K –
SPDR SER TR PORTFOLIO SHORT 7M 226K –
SPDR SER TR PRTFLO S&P500 GW 213M 3M –
SPDR SER TR PRTFLO S&P500 VL 2M 51K –
SPDR SER TR RUSSELL YIELD 508K 5K –
SPDR SER TR S&P BIOTECH 217K 2K –
SPDR SER TR S&P DIVID ETF 763K 6K –
SPOTIFY TECHNOLOGY S A SHS 549K 2K –
SPROTT PHYSICAL GOLD & SILVE TR UNIT 213K 10K –
SPROUTS FMRS MKT INC COM 390K 5K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 547K 13K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 2M 45K –
STAG INDL INC COM 320K 9K –
STARBUCKS CORP COM 927K 12K –
STARWOOD PPTY TR INC COM 3M 134K –
STRATEGY SHS NS 7HANDL IDX 2M 86K –
STRONGHOLD DIGITAL MINING IN CLASS A COM 43K 10K –
STRYKER CORPORATION COM 394K 1K –
SUPER MICRO COMPUTER INC COM 242K 296 –
SYNOPSYS INC COM 1M 2K –
SYSCO CORP COM 2M 27K –
T ROWE PRICE ETF INC ULTRA SHRT TRM 599K 12K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 754K 4K –
TARGA RES CORP COM 324K 3K –
TARGET CORP COM 733K 5K –
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 115K 19K –
TESLA INC COM 3M 15K –
TEXAS INSTRS INC COM 3M 18K –
THE TRADE DESK INC COM CL A 963K 10K –
THERMO FISHER SCIENTIFIC INC COM 2M 4K –
TIDAL ETF TR SP DWJNS SUKUK 179K 10K –
TJX COS INC NEW COM 1M 9K –
T-MOBILE US INC COM 1M 7K –
TOLL BROTHERS INC COM 288K 3K –
TOTALENERGIES SE SPONSORED ADS 426K 6K –
TRANE TECHNOLOGIES PLC SHS 354K 1K –
TRANSDIGM GROUP INC COM 294K 230 –
TRUIST FINL CORP COM 855K 22K –
UBER TECHNOLOGIES INC COM 794K 11K –
ULTA BEAUTY INC COM 207K 537 –
UNIFIED SER TR ONEASCENT CORE P 2M 82K –
UNIFIED SER TR ONEASCENT EMGRG 507K 17K –
UNIFIED SER TR ONEASCENT INTL 1M 32K –
UNIFIED SER TR ONEASCENT LARGE 1M 51K –
UNION PAC CORP COM 1M 7K –
UNITED CMNTY BKS BLAIRSVLE G COM 248K 10K –
UNITED PARCEL SERVICE INC CL B 2M 12K –
UNITED RENTALS INC COM 1M 2K –
UNITEDHEALTH GROUP INC COM 2M 5K –
US BANCORP DEL COM NEW 762K 19K –
VALERO ENERGY CORP COM 1M 7K –
VANECK ETF TRUST HIGH YLD MUNIETF 10M 193K –
VANECK ETF TRUST INTRMDT MUNI ETF 421K 9K –
VANECK ETF TRUST MRNGSTR WDE MOAT 1M 16K –
VANECK ETF TRUST VIDEO GMNG ESPRT 222K 3K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 423K 2K –
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 940K 9K –
VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 838K 8K –
VANGUARD BD INDEX FDS INTERMED TERM 946K 13K –
VANGUARD BD INDEX FDS LONG TERM BOND 860K 12K –
VANGUARD BD INDEX FDS SHORT TRM BOND 8M 106K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 185M 3M –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 6M 121K –
VANGUARD INDEX FDS GROWTH ETF 20M 52K –
VANGUARD INDEX FDS LARGE CAP ETF 305K 1K –
VANGUARD INDEX FDS MCAP GR IDXVIP 351K 2K –
VANGUARD INDEX FDS MCAP VL IDXVIP 333K 2K –
VANGUARD INDEX FDS MID CAP ETF 4M 17K –
VANGUARD INDEX FDS REAL ESTATE ETF 2M 22K –
VANGUARD INDEX FDS S&P 500 ETF SHS 29M 58K –
VANGUARD INDEX FDS SM CP VAL ETF 5M 25K –
VANGUARD INDEX FDS SMALL CP ETF 1M 6K –
VANGUARD INDEX FDS SML CP GRW ETF 8M 30K –
VANGUARD INDEX FDS TOTAL STK MKT 22M 81K –
VANGUARD INDEX FDS VALUE ETF 20M 123K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2M 34K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 5M 121K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 988K 8K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 648K 6K –
VANGUARD MUN BD FDS TAX EXEMPT BD 10M 202K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 5M 87K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 209K 3K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 1M 29K –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 5M 78K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 15M 196K –
VANGUARD SCOTTSDALE FDS TOTAL CORP BND 842K 11K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 2M 22K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 2M 25K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 5M 26K –
VANGUARD STAR FDS VG TL INTL STK F 1M 22K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 14M 287K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 655K 10K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 21K –
VANGUARD WORLD FD CONSUM DIS ETF 218K 697 –
VANGUARD WORLD FD ESG INTL STK ETF 916K 16K –
VANGUARD WORLD FD ESG US STK ETF 2M 16K –
VANGUARD WORLD FD INF TECH ETF 1M 2K –
VANGUARD WORLD FD MEGA GRWTH IND 4M 12K –
VERALTO CORP COM SHS 447K 5K –
VERISK ANALYTICS INC COM 567K 2K –
VERIZON COMMUNICATIONS INC COM 4M 97K –
VERTEX PHARMACEUTICALS INC COM 671K 1K –
VISA INC COM CL A 4M 15K –
WALMART INC COM 6M 85K –
WASTE MGMT INC DEL COM 980K 5K –
WATSCO INC COM 2M 4K –
WEC ENERGY GROUP INC COM 2M 29K –
WELLS FARGO CO NEW COM 1M 25K –
WEST PHARMACEUTICAL SVSC INC COM 494K 1K –
WESTERN ASSET HIGH INCOME OP COM 2M 493K –
WILLIAMS SONOMA INC COM 748K 3K –
WISDOMTREE TR EM EX ST-OWNED 551K 18K –
WISDOMTREE TR EM LCL DEBT FD 226K 9K –
WISDOMTREE TR EMG MKTS SMCAP 306K 6K –
WISDOMTREE TR FLOATNG RAT TREA 7M 146K –
WISDOMTREE TR INTK MLTIFACTR 360K 14K –
WISDOMTREE TR INTL SMCAP DIV 493K 8K –
WISDOMTREE TR MORTGAGE PLUS BD 2M 49K –
WISDOMTREE TR US HGH YLD CORP 521K 12K –
WISDOMTREE TR US LARGECAP DIVD 6M 87K –
WISDOMTREE TR US MIDCAP DIVID 778K 17K –
WISDOMTREE TR US MULTIFACTOR 968K 21K –
WISDOMTREE TR US QTLY DIV GRT 4M 47K –
WISDOMTREE TR US QUALITY GROW 2M 35K –
WISDOMTREE TR US SHT TRM CORP 426K 9K –
WISDOMTREE TR US SMALLCAP FUND 413K 9K –
WISDOMTREE TR YIELD ENHANCD US 5M 121K –
WORKDAY INC CL A 332K 1K –
WP CAREY INC COM 209K 4K –
XCEL ENERGY INC COM 306K 6K –
YUM BRANDS INC COM 313K 2K –
ZOETIS INC CL A 378K 2K –