Midwest Trust Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Midwest Trust Co reported 588 stock positions worth $7.2 billion. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Apple (AAPL, 4.1%) and Nvidia (NVDA, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002077080
- Portfolio Value
- $7.2B (Q2 2025)
- SEC Filing
- 0002077080-25-000004 ↗ filed Aug 7, 2025
Holdings Value
Holdings 588 stocks · $7.2B
| MSFT Microsoft Corp. | 5.05% | 733,310 | $364.8M | — |
| AAPL Apple Inc. | 4.10% | 1,442,483 | $296.0M | — |
| NVDA Nvidia Corp. | 3.98% | 1,817,112 | $287.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.67% | 947,793 | $265.2M | — |
| AMZN Amazon.com Inc. | 2.77% | 910,879 | $199.8M | — |
| AVGO Broadcom Inc. | 2.02% | 529,840 | $146.1M | — |
| GOOGL Alphabet Inc. Class A | 1.93% | 791,411 | $139.5M | — |
| JPM JPMorgan Chase & Co. | 1.79% | 445,383 | $129.1M | — |
| DFAS Dimensional US Small Cap ETF | 1.65% | 1,873,337 | $119.4M | — |
| GVI iShares Intermediate Governm | 1.49% | 1,007,399 | $107.6M | — |
| META Meta Platforms Inc. Class A | 1.35% | 131,690 | $97.2M | — |
| ABBV Abbvie Inc. | 1.23% | 479,725 | $89.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 181,511 | $88.2M | — |
| WMT Walmart Inc. | 1.16% | 853,702 | $83.5M | — |
| VEA Vanguard Ftse Developed ETF | 1.15% | 1,454,549 | $82.9M | — |
| V Visa Inc. Class A | 1.15% | 233,416 | $82.9M | — |
| CSCO Cisco Systems Inc. | 1.06% | 1,104,310 | $76.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 122,946 | $76.0M | — |
| COST Costco Wholesale Corp. | 1.03% | 75,473 | $74.7M | — |
| ETN Eaton Corp. PLC | 1.00% | 202,503 | $72.3M | — |
| RTX RTX Corp. | 0.96% | 473,384 | $69.1M | — |
| XOM Exxon Mobil Corp. | 0.95% | 638,707 | $68.9M | — |
| GOOG Alphabet Inc. Class C | 0.95% | 387,851 | $68.8M | — |
| CAT Caterpillar Inc. | 0.93% | 172,129 | $66.8M | — |
| PG The Procter & Gamble Co. | 0.88% | 398,370 | $63.5M | — |
| UNP Union Pacific Corp. | 0.87% | 273,277 | $62.9M | — |
| MCD McDonald's Corp. | 0.87% | 213,961 | $62.5M | — |
| TSLA Tesla Inc. | 0.85% | 193,991 | $61.6M | — |
| VOO Vanguard S&P 500 ETF | 0.85% | 107,480 | $61.1M | — |
| WMB Williams Cos Inc. | 0.84% | 965,534 | $60.6M | — |
| MRK Merck & Co. Inc. | 0.80% | 734,214 | $58.1M | — |
| AMP Ameriprise Financial Inc. | 0.80% | 108,519 | $57.9M | — |
| CB Chubb Ltd. | 0.79% | 197,043 | $57.1M | — |
| IVV iShares Core S&P 500 ETF | 0.76% | 88,940 | $55.2M | — |
| HD Home Depot Inc. | 0.75% | 148,351 | $54.4M | — |
| VNQ Vanguard Real Estate ETF | 0.74% | 596,696 | $53.1M | — |
| PM Philip Morris International | 0.73% | 291,288 | $53.1M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.72% | 622,596 | $52.0M | — |
| BKNG Booking Holdings Inc. | 0.69% | 8,621 | $49.9M | — |
| CRM Salesforce Inc. | 0.69% | 182,838 | $49.9M | — |
| PEP Pepsico Inc. | 0.69% | 375,929 | $49.6M | — |
| AVEM Avantis Emerging Markets Eq | 0.66% | 695,622 | $47.7M | — |
| IWF iShares Russell 1000 Growth | 0.66% | 112,027 | $47.6M | — |
| SCHG Schwab US Large-Cap Growth | 0.63% | 1,547,812 | $45.2M | — |
| HON Honeywell International Inc. | 0.60% | 186,862 | $43.5M | — |
| CVX Chevron Corp. | 0.56% | 284,008 | $40.7M | — |
| LLY Eli Lilly & Co. | 0.53% | 49,237 | $38.4M | — |
| COP Conocophillips | 0.51% | 411,784 | $37.0M | — |
| NOC Northrop Grumman Corp. | 0.51% | 73,605 | $36.8M | — |
| MDY State Street SPDR S&P Midcap | 0.50% | 64,215 | $36.4M | — |
| QCOM Qualcomm Inc. | 0.50% | 227,556 | $36.2M | — |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 85,705 | $34.7M | — |
| PYPL PayPal Holdings Inc. | 0.47% | 452,072 | $33.6M | — |
| ECL Ecolab Inc. | 0.45% | 121,622 | $32.8M | — |
| IJH iShares Core S&P Midcap ETF | 0.45% | 523,597 | $32.5M | — |
| NVS Novartis AG-Sponsored ADR | 0.45% | 266,893 | $32.3M | — |
| NFLX Netflix Inc. | 0.43% | 23,456 | $31.4M | — |
| ENB Enbridge Inc. | 0.43% | 678,167 | $30.7M | — |
| SCHO Schwab Short-Term US Treas | 0.41% | 1,202,205 | $29.3M | — |
| EMR Emerson Electric Co. | 0.40% | 215,375 | $28.7M | — |
| TEL Te Connectivity PLC | 0.39% | 168,218 | $28.4M | — |
| JNJ Johnson & Johnson | 0.39% | 184,657 | $28.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 90,914 | $27.6M | — |
| BX Blackstone Inc. | 0.36% | 176,230 | $26.4M | — |
| BIV Vanguard Intermediate-Term B | 0.36% | 339,264 | $26.2M | — |
| SCHV Schwab US Large-Cap Value | 0.36% | 945,455 | $26.2M | — |
| PNC PNC Financial Services Group | 0.36% | 140,306 | $26.2M | — |
| IWD iShares Russell 1000 Value E | 0.35% | 130,861 | $25.4M | — |
| IJR iShares Core S&P Small-Cap E | 0.35% | 231,622 | $25.3M | — |
| VZ Verizon Communications Inc. | 0.35% | 576,882 | $25.0M | — |
| AMT American Tower Corp. | 0.34% | 112,508 | $24.9M | — |
| SCHW Schwab (charles) Corp. | 0.34% | 271,837 | $24.8M | — |
| ADBE Adobe Inc. | 0.34% | 62,896 | $24.3M | — |
| TRV The Travelers Cos Inc. | 0.33% | 90,115 | $24.1M | — |
| DHR Danaher Corp. | 0.32% | 118,725 | $23.5M | — |
| CW Curtiss-Wright Corp. | 0.32% | 47,708 | $23.3M | — |
| NOW ServiceNow Inc. | 0.32% | 22,640 | $23.3M | — |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 404,894 | $23.0M | — |
| HBAN Huntington Bancshares Inc. | 0.31% | 1,340,737 | $22.5M | — |
| DOW Dow Inc. | 0.31% | 848,541 | $22.5M | — |
| SCHR Schwab Intermediate-Term US | 0.31% | 883,221 | $22.1M | — |
| AMGN Amgen Inc. | 0.31% | 79,089 | $22.1M | — |
| LMT Lockheed Martin Corp. | 0.30% | 47,538 | $22.0M | — |
| ETR Entergy Corp. | 0.30% | 263,784 | $21.9M | — |
| DLR Digital Realty Trust Inc. | 0.30% | 125,730 | $21.9M | — |
| KO The Coca-Cola Co. | 0.30% | 302,814 | $21.4M | — |
| DE Deere & Co. | 0.29% | 41,881 | $21.3M | — |
| WM Waste Management Inc. | 0.29% | 91,534 | $20.9M | — |
| UNH Unitedhealth Group Inc. | 0.29% | 67,126 | $20.9M | — |
| AMAT Applied Materials Inc. | 0.29% | 114,352 | $20.9M | — |
| SO The Southern Co. | 0.29% | 225,772 | $20.7M | — |
| XLK SS Technology Select Sector | 0.28% | 80,701 | $20.4M | — |
| MDT Medtronic PLC | 0.28% | 229,384 | $20.0M | — |
| MS Morgan Stanley | 0.27% | 137,482 | $19.4M | — |
| KKR KKR & Co. Inc. | 0.26% | 143,767 | $19.1M | — |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 23,826 | $19.1M | — |
| EFA iShares MSCI Eafe ETF | 0.26% | 212,897 | $19.0M | — |
| ALL Allstate Corp. | 0.26% | 92,436 | $18.6M | — |
| ZTS Zoetis Inc. | 0.26% | 119,015 | $18.6M | — |
| USB US Bancorp | 0.26% | 407,569 | $18.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 62,112 | $18.3M | — |
| DGX Quest Diagnostics Inc. | 0.25% | 100,264 | $18.0M | — |
| IWP iShares Russell Mid-Cap Grow | 0.25% | 129,155 | $17.9M | — |
| PNW Pinnacle West Capital | 0.25% | 199,522 | $17.9M | — |
| SBUX Starbucks Corp. | 0.24% | 192,495 | $17.6M | — |
| SNPS Synopsys Inc. | 0.24% | 34,244 | $17.6M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 139,888 | $17.3M | — |
| IEMG iShares Core MSCI Emerging | 0.24% | 288,977 | $17.3M | — |
| PANW Palo Alto Networks Inc. | 0.23% | 81,285 | $16.6M | — |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 327,270 | $16.2M | — |
| ISRG Intuitive Surgical Inc. | 0.22% | 29,054 | $15.8M | — |
| CASY Casey's General Stores Inc. | 0.22% | 30,694 | $15.7M | — |
| NEE Nextera Energy Inc. | 0.22% | 224,800 | $15.6M | — |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 112,866 | $15.3M | — |
| DUK Duke Energy Corp. | 0.21% | 128,858 | $15.2M | — |
| CTAS Cintas Corp. | 0.21% | 68,192 | $15.2M | — |
| SYK Stryker Corp. | 0.20% | 36,921 | $14.6M | — |
| RF Regions Financial Corp. | 0.20% | 617,303 | $14.5M | — |
| SCHD Schwab US DVD Equity ETF | 0.20% | 542,570 | $14.4M | — |
| CP Canadian Pacific Kansas City | 0.20% | 179,415 | $14.2M | — |
| PLD Prologis Inc. | 0.20% | 133,957 | $14.1M | — |
| LH Labcorp Holdings Inc. | 0.19% | 53,476 | $14.0M | — |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.19% | 581,489 | $13.9M | — |
| PRU Prudential Financial Inc. | 0.19% | 129,042 | $13.9M | — |
| APD Air Products & Chemicals Inc. | 0.19% | 49,126 | $13.9M | — |
| TGT Target Corp. | 0.19% | 138,829 | $13.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 31,162 | $13.7M | — |
| INTU Intuit Inc. | 0.19% | 17,208 | $13.6M | — |
| GLW Corning Inc. | 0.19% | 254,449 | $13.4M | — |
| PGR Progressive Corp. | 0.18% | 49,270 | $13.1M | — |
| TRP TC Energy Corp. | 0.17% | 250,528 | $12.2M | — |
| LKQ LKQ Corp. | 0.17% | 327,037 | $12.1M | — |
| CMG Chipotle Mexican Grill Inc. | 0.17% | 215,037 | $12.1M | — |
| LRCX Lam Research Corp. | 0.16% | 121,059 | $11.8M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 16 | $11.7M | — |
| CHD Church & Dwight Co. Inc. | 0.16% | 121,229 | $11.7M | — |
| UPS United Parcel Service Class B | 0.16% | 114,979 | $11.6M | — |
| HRL Hormel Foods Corp. | 0.16% | 380,500 | $11.5M | — |
| CSX CSX Corp. | 0.16% | 349,116 | $11.4M | — |
| TFC Truist Financial Corp. | 0.15% | 258,651 | $11.1M | — |
| FITB Fifth Third Bancorp | 0.15% | 269,754 | $11.1M | — |
| BAH Booz Allen Hamilton Holdings | 0.15% | 105,453 | $11.0M | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.15% | 317,712 | $10.7M | — |
| APH Amphenol Corp. Class A | 0.15% | 108,420 | $10.7M | — |
| CBSH Commerce Bancshares Inc. | 0.15% | 171,585 | $10.7M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 36,521 | $10.4M | — |
| HAS Hasbro Inc. | 0.14% | 138,113 | $10.2M | — |
| FIS Fidelity National Info Serv | 0.14% | 122,384 | $10.0M | — |
| AVY Avery Dennison Corp. | 0.13% | 55,307 | $9.7M | — |
| ACN Accenture PLC Class A | 0.13% | 32,412 | $9.7M | — |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.13% | 176,320 | $9.7M | — |
| SON Sonoco Products Co. | 0.13% | 221,773 | $9.7M | — |
| SPOT Spotify Technology SA | 0.13% | 12,389 | $9.5M | — |
| URI United Rentals Inc. | 0.13% | 12,540 | $9.4M | — |
| IAU iShares Gold Trust | 0.13% | 151,481 | $9.4M | — |
| AEP American Electric Power | 0.13% | 90,660 | $9.4M | — |
| FTV Fortive Corp. | 0.13% | 180,063 | $9.4M | — |
| SHW The Sherwin-Williams Co. | 0.13% | 26,284 | $9.0M | — |
| IWM iShares Russell 2000 ETF | 0.12% | 40,729 | $8.8M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 53,219 | $8.8M | — |
| GE General Electric filed as GE AEROSPACE | 0.12% | 33,181 | $8.5M | — |
| MKC McCormick & Co.-Non VTG SHRS | 0.12% | 110,979 | $8.4M | — |
| SCHA Schwab US Small-Cap ETF | 0.12% | 329,413 | $8.3M | — |
| BTI British American Tob-SP ADR | 0.11% | 174,033 | $8.2M | — |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.11% | 147,431 | $8.0M | — |
| BDX Becton Dickinson and Co. | 0.11% | 46,378 | $8.0M | — |
| MGA Magna International Inc. | 0.11% | 203,083 | $7.8M | — |
| SPGI S&P Global Inc. | 0.10% | 14,154 | $7.5M | — |
| SHOP Shopify Inc. Class A | 0.10% | 63,815 | $7.4M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.10% | 31,044 | $7.4M | — |
| CPRT Copart Inc. | 0.10% | 144,543 | $7.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 39,974 | $7.1M | — |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 74,976 | $6.9M | — |
| ABT Abbott Laboratories | 0.10% | 50,426 | $6.9M | — |
| HI Hillenbrand Inc. | 0.09% | 341,037 | $6.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 12,095 | $6.7M | — |
| ODFL Old Dominion Freight Line | 0.09% | 40,545 | $6.6M | — |
| GLD SPDR Gold Shares | 0.09% | 21,453 | $6.5M | — |
| LECO Lincoln Electric Holdings | 0.09% | 31,019 | $6.4M | — |
| DFEM Dimensional Emrg MRKT Core | 0.09% | 215,150 | $6.4M | — |
| VYM Vanguard High DVD Yield ETF | 0.09% | 47,489 | $6.3M | — |
| SIXA Etc 6 Meridian Mega Cap Equi filed as EXCHANGE TRADED CONCEPTS TRU | 0.09% | 128,431 | $6.2M | — |
| MA Mastercard Inc. Class A | 0.09% | 11,055 | $6.2M | — |
| LOW Lowe's Cos Inc. | 0.09% | 27,673 | $6.1M | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 75,932 | $6.1M | — |
| ORCL Oracle Corp. | 0.08% | 27,405 | $6.0M | — |
| CVS CVS Health Corp. | 0.08% | 85,867 | $5.9M | — |
| SPSB SS SPDR P St C Corp. ETF | 0.08% | 189,522 | $5.7M | — |
| IVW iShares S&P 500 Growth ETF | 0.08% | 51,631 | $5.7M | — |
| BMY Bristol-Myers Squibb Co. | 0.08% | 122,509 | $5.7M | — |
| DFAC Dimensional US Core Equity 2 | 0.08% | 157,969 | $5.7M | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.08% | 78,554 | $5.7M | — |
| PFE Pfizer Inc. | 0.08% | 232,428 | $5.6M | — |
| DDOG Datadog Inc. Class A | 0.08% | 41,867 | $5.6M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.08% | 73,275 | $5.6M | — |
| XLI SS Industrial Select Sector | 0.08% | 37,504 | $5.5M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 128,817 | $5.5M | — |
| WING Wingstop Inc. | 0.08% | 16,201 | $5.5M | — |
| UMBF Umb Financial Corp. | 0.07% | 51,206 | $5.4M | — |
| MPWR Monolithic Power Systems Inc. | 0.07% | 7,252 | $5.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 72,873 | $5.3M | — |
| XLF SS Financial Select Sector | 0.07% | 100,699 | $5.3M | — |
| PAYX Paychex Inc. | 0.07% | 35,763 | $5.2M | — |
| PSK SS SPDR Ice Pref Sec ETF | 0.07% | 162,972 | $5.2M | — |
| GSK GSK PLC-Spon ADR | 0.07% | 133,859 | $5.1M | — |
| WOR Worthington Enterprises Inc. | 0.07% | 79,640 | $5.1M | — |
| FOXA Fox Corp. Class A | 0.07% | 89,875 | $5.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 25,578 | $5.0M | — |
| XLY SS Consumer Disc Select Sect | 0.07% | 22,895 | $5.0M | — |
| PLTR Palantir Technologies Inc. Class A | 0.07% | 36,225 | $4.9M | — |
| EVRG Evergy Inc. | 0.06% | 67,992 | $4.7M | — |
| MUB iShares National Muni Bond E | 0.06% | 43,624 | $4.6M | — |
| XLV SS Health Care Select Sector | 0.06% | 32,904 | $4.4M | — |
| NEM Newmont Corp. | 0.06% | 75,934 | $4.4M | — |
| DKNG Draftkings Inc. Class A | 0.06% | 102,336 | $4.4M | — |
| KMB Kimberly-Clark Corp. | 0.06% | 32,789 | $4.2M | — |
| GEV GE Vernova Inc. | 0.06% | 7,985 | $4.2M | — |
| CEG Constellation Energy | 0.06% | 12,702 | $4.1M | — |
| CWI State Street SPDR MSCI Acwi | 0.06% | 125,117 | $4.1M | — |
| INTC Intel Corp. | 0.06% | 180,512 | $4.0M | — |
| ADP Automatic Data Processing | 0.06% | 13,051 | $4.0M | — |
| CRL Charles River Laboratories | 0.05% | 26,141 | $4.0M | — |
| IUSG iShares Core S&P U.S. Growth | 0.05% | 26,003 | $3.9M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.05% | 31,517 | $3.9M | — |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 18,905 | $3.9M | — |
| EEM iShares MSCI Emerging Market | 0.05% | 77,350 | $3.7M | — |
| IP International Paper Co. | 0.05% | 79,622 | $3.7M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 29,101 | $3.6M | — |
| AGG iShares Core U.S. Aggregate | 0.05% | 36,032 | $3.6M | — |
| ITW Illinois Tool Works | 0.05% | 14,391 | $3.6M | — |
| DON Wisdomtree US Midcap Dividen | 0.05% | 69,228 | $3.5M | — |
| ELS Equity Lifestyle Properties | 0.05% | 56,171 | $3.5M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 37,266 | $3.4M | — |
| MMM 3M Co. | 0.05% | 22,116 | $3.4M | — |
| IWS iShares Russell Mid-Cap Valu | 0.05% | 25,341 | $3.3M | — |
| IYW iShares Ustechnology ETF | 0.05% | 19,315 | $3.3M | — |
| IWO iShares Russell 2000 Growth | 0.05% | 11,700 | $3.3M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 14,685 | $3.3M | — |
| SCHX Schwab US Large-Cap ETF | 0.05% | 136,023 | $3.3M | — |
| BLK BlackRock Inc. | 0.04% | 3,015 | $3.2M | — |
| CL Colgate-Palmolive Co. | 0.04% | 34,795 | $3.2M | — |
| IVE iShares S&P 500 Value ETF | 0.04% | 15,725 | $3.1M | — |
| BKH Black Hills Corp. | 0.04% | 54,172 | $3.0M | — |
| PHG Koninklijke Philips NVR- NY | 0.04% | 126,463 | $3.0M | — |
| POOL Pool Corp. | 0.04% | 10,271 | $3.0M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 10,808 | $3.0M | — |
| ESGD iShares Trust iShares ESG Aw | 0.04% | 33,224 | $3.0M | — |
| IWB iShares Russell 1000 ETF | 0.04% | 8,705 | $3.0M | — |
| KR Kroger Co. | 0.04% | 40,217 | $2.9M | — |
| RAL Ralliant Corp. | 0.04% | 58,862 | $2.9M | — |
| TXN Texas Instruments Inc. | 0.04% | 13,738 | $2.9M | — |
| BA The Boeing Co. | 0.04% | 13,263 | $2.8M | — |
| SCHH Schwab US REIT ETF | 0.04% | 130,837 | $2.8M | — |
| VMI Valmont Industries | 0.04% | 8,287 | $2.7M | — |
| IWN iShares Russell 2000 Value E | 0.04% | 16,981 | $2.7M | — |
| XLP SS Consumer Staples Sel Sect | 0.04% | 32,762 | $2.7M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 55,150 | $2.6M | — |
| GIS General Mills Inc. | 0.04% | 50,335 | $2.6M | — |
| GPC Genuine Parts Co. | 0.04% | 21,202 | $2.6M | — |
| T AT&T Inc. | 0.03% | 87,167 | $2.5M | — |
| CWT California Water Service Grp | 0.03% | 55,331 | $2.5M | — |
| CTVA Corteva Inc. | 0.03% | 33,668 | $2.5M | — |
| PSX Phillips 66 | 0.03% | 20,891 | $2.5M | — |
| EXC Exelon Corp. | 0.03% | 56,824 | $2.5M | — |
| DRI Darden Restaurants Inc. | 0.03% | 11,200 | $2.4M | — |
| DVY iShares Select Dividend ETF | 0.03% | 18,345 | $2.4M | — |
| IEF iShares 7-10 Year Treasury B | 0.03% | 24,994 | $2.4M | — |
| D Dominion Energy Inc. | 0.03% | 42,192 | $2.4M | — |
| WS Worthington Steel Inc. | 0.03% | 79,693 | $2.4M | — |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 23,613 | $2.3M | — |
| MDLZ Mondelez International Inc. Class A | 0.03% | 34,340 | $2.3M | — |
| VGT Vanguard Info Tech ETF | 0.03% | 3,321 | $2.2M | — |
| FE Firstenergy Corp. | 0.03% | 54,083 | $2.2M | — |
| DES Wisdomtree US Smallcap Divid | 0.03% | 68,460 | $2.2M | — |
| EFSC Enterprise Financial Service | 0.03% | 39,200 | $2.2M | — |
| XLE SS Energy Select Sector | 0.03% | 25,217 | $2.1M | — |
| GS Goldman Sachs Group Inc. | 0.03% | 3,002 | $2.1M | — |
| DFAT Dimensional US Target Value | 0.03% | 39,103 | $2.1M | — |
| XLB SS Materials Select Sector | 0.03% | 23,870 | $2.1M | — |
| SLV iShares Silver Trust | 0.03% | 63,209 | $2.1M | — |
| ACEL Accel Entertainment Inc. | 0.03% | 174,750 | $2.1M | — |
| AXP American Express Co. | 0.03% | 6,402 | $2.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.03% | 38,850 | $1.9M | — |
| IWY iShares Russell Top 200 Grow | 0.03% | 7,600 | $1.9M | — |
| HES Hess Corp. | 0.03% | 13,510 | $1.9M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 3,636 | $1.9M | — |
| ACLC American Century Large Cap E | 0.03% | 25,564 | $1.8M | — |
| NSC Norfolk Southern Corp. | 0.02% | 7,032 | $1.8M | — |
| ITM Vaneck Intermediate Muni ETF | 0.02% | 39,100 | $1.8M | — |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.02% | 23,376 | $1.7M | — |
| STM Stmicroelectronics NV-NY SHS | 0.02% | 54,456 | $1.7M | — |
| EFG iShares MSCI Eafe Growth ETF | 0.02% | 14,681 | $1.6M | — |
| NKE Nike Inc. Class B | 0.02% | 23,068 | $1.6M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 19,642 | $1.6M | — |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 24,000 | $1.6M | — |
| AEE Ameren Corporation | 0.02% | 16,558 | $1.6M | — |
| JCI Johnson Controls Internation | 0.02% | 15,016 | $1.6M | — |
| AMD Advanced Micro Devices | 0.02% | 11,061 | $1.6M | — |
| BND Vanguard Total Bond Market | 0.02% | 20,795 | $1.5M | — |
| SHEL Shell PLC-ADR | 0.02% | 21,399 | $1.5M | — |
| VCIT Vanguard Int-Term Corporate | 0.02% | 18,021 | $1.5M | — |
| IDV iShares International Select | 0.02% | 43,125 | $1.5M | — |
| WELL Welltower Inc. | 0.02% | 9,451 | $1.5M | — |
| VKTX Viking Therapeutics Inc. | 0.02% | 54,217 | $1.4M | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.02% | 19,556 | $1.4M | — |
| MSCI MSCI Inc. | 0.02% | 2,456 | $1.4M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.02% | 17,629 | $1.4M | — |
| CMCSA Comcast Corp. Class A | 0.02% | 38,303 | $1.4M | — |
| IWV iShares Russell 3000 ETF | 0.02% | 3,893 | $1.4M | — |
| LIN Linde PLC | 0.02% | 2,849 | $1.3M | — |
| SIXL Etc 6 Meridian Low Beta Equi filed as EXCHANGE TRADED CONCEPTS TRU | 0.02% | 36,526 | $1.3M | — |
| ORLY O'reilly Automotive Inc. | 0.02% | 14,790 | $1.3M | — |
| WFC Wells Fargo & Co. | 0.02% | 16,560 | $1.3M | — |
| UL Unilever PLC | 0.02% | 21,368 | $1.3M | — |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 6,941 | $1.3M | — |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 6,914 | $1.3M | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.02% | 14,754 | $1.3M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 15,256 | $1.2M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 15,279 | $1.2M | — |
| VTIP Vanguard Short-Term Tips | 0.02% | 23,653 | $1.2M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.02% | 3,240 | $1.2M | — |
| TEVA Teva Pharmaceutical-SP ADR | 0.02% | 70,410 | $1.2M | — |
| PFF iShares Preferred & Income S | 0.02% | 38,317 | $1.2M | — |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 17,323 | $1.2M | — |
| MO Altria Group Inc. | 0.02% | 19,806 | $1.2M | — |
| DGRO iShares Core Dividend Growth | 0.02% | 18,105 | $1.2M | — |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 27,685 | $1.1M | — |
| VRP Invesco Variable Rate Prefer | 0.02% | 45,782 | $1.1M | — |
| DISV Dimensional International SM | 0.02% | 33,915 | $1.1M | — |
| KLAC KLA Corp. | 0.02% | 1,219 | $1.1M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 20,682 | $1.1M | — |
| ITOT iShares Core S&P Total U.S. | 0.02% | 8,069 | $1.1M | — |
| DD Dupont DE Nemours Inc. | 0.01% | 15,749 | $1.1M | — |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 8,061 | $1.1M | — |
| HSY The Hershey Co. | 0.01% | 6,406 | $1.1M | — |
| VT Vanguard Tot World STK ETF | 0.01% | 8,234 | $1.1M | — |
| CCI Crown Castle Inc. | 0.01% | 10,231 | $1.1M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 19,218 | $1.0M | — |
| BP BP PLC-Spons ADR | 0.01% | 34,665 | $1.0M | — |
| BAX Baxter International Inc. | 0.01% | 33,163 | $1.0M | — |
| GILD Gilead Sciences Inc. | 0.01% | 8,965 | $994K | — |
| CME Cme Group Inc. | 0.01% | 3,595 | $991K | — |
| LW Lamb Weston Holdings Inc. | 0.01% | 18,889 | $979K | — |
| DFUV Dimensional US Marketwide Va | 0.01% | 23,015 | $973K | — |
| DFAX Dimensional World Ex US Core | 0.01% | 33,104 | $972K | — |
| ADX Adams Diversified Equity | 0.01% | 44,410 | $964K | — |
| SJNK SS SPDR BB St Hi Yield ETF | 0.01% | 37,420 | $953K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.01% | 2,152 | $948K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 2,941 | $941K | — |
| ADI Analog Devices Inc. | 0.01% | 3,912 | $931K | — |
| BSX Boston Scientific Corp. | 0.01% | 8,549 | $918K | — |
| OKE Oneok Inc. | 0.01% | 11,166 | $911K | — |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 7,144 | $906K | — |
| AFL Aflac Inc. | 0.01% | 8,527 | $899K | — |
| SOXX iShares Semiconductor ETF | 0.01% | 3,736 | $892K | — |
| CPB The Campbell's Company | 0.01% | 28,687 | $879K | — |
| MRSH Marsh & McLennan Cos | 0.01% | 4,016 | $878K | — |
| TT Trane Technologies PLC | 0.01% | 1,972 | $863K | — |
| IDXX Idexx Laboratories Inc. | 0.01% | 1,602 | $859K | — |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 7,827 | $858K | — |
| FDX FedEx Corp. | 0.01% | 3,772 | $857K | — |
| PAVE Global X US Infrastructure | 0.01% | 18,807 | $820K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.01% | 9,196 | $816K | — |
| WY Weyerhaeuser Co. | 0.01% | 31,426 | $807K | — |
| ARCC Ares Capital Corp. | 0.01% | 36,717 | $806K | — |
| GD General Dynamics Corp. | 0.01% | 2,760 | $805K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 10,625 | $803K | — |
| ICE Intercontinental Exchange Inc. | 0.01% | 4,343 | $797K | — |
| MCK McKesson Corp. | 0.01% | 1,077 | $789K | — |
| GRMN Garmin Ltd. | 0.01% | 3,780 | $789K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.01% | 9,312 | $780K | — |
| VONE Vanguard Russell 1000 | 0.01% | 2,760 | $775K | — |
| SRCE 1ST Source Corp. | 0.01% | 12,478 | $775K | — |
| VXUS Vanguard Total Intl Stock | 0.01% | 11,057 | $764K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.01% | 6,445 | $749K | — |
| VGIT Vanguard Intermediate-Term T | 0.01% | 12,314 | $737K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.01% | 7,814 | $734K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 15,244 | $728K | — |
| SYY Sysco Corp. | 0.01% | 9,424 | $714K | — |
| HDV iShares Core High Dividend E | 0.01% | 6,057 | $710K | — |
| IXP iShares Global Comm Services | 0.01% | 6,250 | $702K | — |
| YUM Yum! Brands Inc. | 0.01% | 4,701 | $697K | — |
| BUSE First Busey Corp. | 0.01% | 29,963 | $686K | — |
| GEHC GE Healthcare Technology | 0.01% | 9,252 | $685K | — |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.01% | 3,775 | $680K | — |
| MFC Manulife Financial Corp. | 0.01% | 21,240 | $679K | — |
| CBT Cabot Corp. | 0.01% | 8,908 | $668K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.01% | 10,839 | $661K | — |
| LULU Lululemon Athletica Inc. | 0.01% | 2,758 | $655K | — |
| EWJ iShares MSCI Japan ETF | 0.01% | 8,638 | $648K | — |
| TLT iShares 20+ Year Treasury BD | 0.01% | 7,282 | $643K | — |
| EFX Equifax Inc. | 0.01% | 2,467 | $640K | — |
| WBD Warner Bros Discovery Inc. | 0.01% | 55,364 | $634K | — |
| ELV Elevance Health Inc. | 0.01% | 1,611 | $627K | — |
| DFAE Dimensional Emerging Core Eq | 0.01% | 21,303 | $617K | — |
| CAG Conagra Brands Inc. | 0.01% | 29,649 | $607K | — |
| TSCO Tractor Supply Company | 0.01% | 11,385 | $601K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 8,680 | $599K | — |
| VONG Vanguard Russell 1000 Growth | 0.01% | 5,424 | $592K | — |
| CI The Cigna Group | 0.01% | 1,758 | $581K | — |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 4,294 | $581K | — |
| COOP Mr Cooper Group Inc. | 0.01% | 3,863 | $576K | — |
| TTEK Tetra Tech Inc. | 0.01% | 15,765 | $567K | — |
| ITA iShares U.S. Aerospace & Def | 0.01% | 2,978 | $562K | — |
| MLM Martin Marietta Materials | 0.01% | 1,023 | $562K | — |
| SCHM Schwab US Mid Cap ETF | 0.01% | 19,415 | $545K | — |
| XLC SS Comm Select Sector SPDR | 0.01% | 5,015 | $544K | — |
| VLO Valero Energy Corp. | 0.01% | 4,028 | $541K | — |
| SAN Banco Santander SA-Spon ADR | 0.01% | 64,947 | $539K | — |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.01% | 4,848 | $536K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 21,625 | $531K | — |
| EPD Enterprise Products Partners | 0.01% | 17,057 | $529K | — |
| GOVT iShares US Treasury Bond ETF | 0.01% | 22,896 | $526K | — |
| CDNS Cadence Design SYS Inc. | 0.01% | 1,705 | $525K | — |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 4,394 | $523K | — |
| XNTK SS SPDR Nyse Tech ETF | 0.01% | 2,200 | $522K | — |
| PWR Quanta Services Inc. | 0.01% | 1,371 | $518K | — |
| FAST Fastenal Co. | 0.01% | 12,298 | $517K | — |
| VXF Vanguard Extended Market ETF | 0.01% | 2,615 | $504K | — |
| K Kellanova | 0.01% | 6,330 | $503K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 4,185 | $498K | — |
| NRG NRG Energy Inc. | 0.01% | 3,064 | $492K | — |
| FCX Freeport-McMoran Inc. | 0.01% | 11,303 | $490K | — |
| LUV Southwest Airlines Co. | 0.01% | 15,104 | $490K | — |
| NGD New Gold Inc. | 0.01% | 97,500 | $483K | — |
| CLX Clorox Company | 0.01% | 3,994 | $480K | — |
| AER Aercap Holdings NV | 0.01% | 4,067 | $476K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 5,210 | $475K | — |
| KTB Kontoor Brands Inc. | 0.01% | 7,145 | $471K | — |
| SNA Snap-on Inc. | 0.01% | 1,514 | $471K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 7,050 | $462K | — |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 11,128 | $460K | — |
| CARR Carrier Global Corp. | 0.01% | 6,246 | $457K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.01% | 3,374 | $453K | — |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 3,991 | $453K | — |
| BCS Barclays PLC-Spons ADR | 0.01% | 24,332 | $452K | — |
| IBB iShares Biotechnology ETF | 0.01% | 3,570 | $452K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 4,072 | $446K | — |
| AROW Arrow Financial Corp. | 0.01% | 16,862 | $445K | — |
| AXON Axon Enterprise Inc. | 0.01% | 535 | $443K | — |
| PPG PPG Industries Inc. | 0.01% | 3,872 | $440K | — |
| FISV Fiserv Inc. | 0.01% | 2,549 | $439K | — |
| ING ING Groep N.V.-Sponsored ADR | 0.01% | 19,989 | $437K | — |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.01% | 31,584 | $433K | — |
| COF Capital One Financial Corp. | 0.01% | 2,034 | $433K | — |
| CACI Caci International Inc. Class A | 0.01% | 904 | $431K | — |
| SNY Sanofi-ADR | 0.01% | 8,888 | $429K | — |
| MELI MercadoLibre Inc. | 0.01% | 164 | $429K | — |
| PHYS Sprott Physical Gold Trust | 0.01% | 16,778 | $425K | — |
| ED Consolidated Edison Inc. | 0.01% | 4,237 | $425K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.01% | 21,716 | $424K | — |
| STX Seagate Technology Holdings | 0.01% | 2,935 | $424K | — |
| MCHP Microchip Technology Inc. | 0.01% | 5,985 | $421K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 38,771 | $421K | — |
| CRH CRH PLC | 0.01% | 4,560 | $419K | — |
| VFC VF Corp. | 0.01% | 35,359 | $415K | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.01% | 4,171 | $415K | — |
| MET Metlife Inc. | 0.01% | 5,148 | $414K | — |
| BALL Ball Corp. | 0.01% | 7,308 | $410K | — |
| SUN Sunoco LP | 0.01% | 7,595 | $407K | — |
| DFIV Dimensional International Va | 0.01% | 9,431 | $404K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 10,153 | $398K | — |
| CMI Cummins Inc. | 0.01% | 1,201 | $393K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 4,310 | $393K | — |
| JNK SS SPDR BB High Yield Bond | 0.01% | 4,030 | $392K | — |
| ET Energy Transfer LP | 0.01% | 21,556 | $391K | — |
| RWR SS SPDR Dow Jones REIT ETF | 0.01% | 3,999 | $386K | — |
| IQLT iShares MSCI International Q | 0.01% | 8,824 | $381K | — |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 26,896 | $381K | — |
| TRI Thomson Reuters Corp. | 0.01% | 1,867 | $376K | — |
| PHM Pultegroup Inc. | 0.01% | 3,560 | $375K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.01% | 18,950 | $372K | — |
| VMC Vulcan Materials Co. | 0.01% | 1,425 | $372K | — |
| SLF Sun Life Financial Inc. | 0.01% | 5,556 | $369K | — |
| OEF iShares S&P 100 ETF | 0.01% | 1,210 | $368K | — |
| KD Kyndryl Holdings Inc. | 0.01% | 8,727 | $366K | — |
| TTE Totalenergies SE -Spon ADR | 0.01% | 5,937 | $364K | — |
| YUMC Yum China Holdings Inc. | 0.01% | 8,151 | $364K | — |
| SUB iShares Short-Term National | 0.01% | 3,421 | $364K | — |
| LHX L3HARRIS Technologies Inc. | 0.01% | 1,443 | $362K | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.01% | 5,072 | $361K | — |
| KMI Kinder Morgan Inc. | 0.01% | 12,186 | $358K | — |
| CEF Sprott Physical Gold and Sil | 0.01% | 11,900 | $358K | — |
| IYZ iShares US Telecommunication | 0.00% | 11,971 | $356K | — |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 4,509 | $355K | — |
| IYC iShares US Consumer Discreti | 0.00% | 3,560 | $355K | — |
| KRE SS SPDR S&P Regional Bank | 0.00% | 5,943 | $353K | — |
| PEG Public Service Enterprise GP | 0.00% | 4,181 | $352K | — |
| NIM Nuveen Select Maturit Muni | 0.00% | 38,650 | $350K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 1,798 | $349K | — |
| DFAU Dimensional US Core Equity M | 0.00% | 8,203 | $347K | — |
| GT Goodyear Tire & Rubber Co. | 0.00% | 33,488 | $347K | — |
| DFNM Dimensional National Muni BD | 0.00% | 7,264 | $345K | — |
| ANET Arista Networks Inc. | 0.00% | 3,354 | $343K | — |
| RBLX Roblox Corp. Class A | 0.00% | 3,260 | $343K | — |
| HCA HCA Healthcare Inc. | 0.00% | 892 | $342K | — |
| IYT iShares US Transportation Et | 0.00% | 4,964 | $340K | — |
| SLVM Sylvamo Corp. | 0.00% | 6,775 | $339K | — |
| UTL Unitil Corp. | 0.00% | 6,379 | $333K | — |
| TIP iShares Tips Bond ETF | 0.00% | 3,022 | $333K | — |
| ORI Old Republic Intl Corp. | 0.00% | 8,623 | $331K | — |
| DTD Wisdomtree US Total Dividend | 0.00% | 4,136 | $329K | — |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.00% | 9,783 | $327K | — |
| DLN Wisdomtree US Largecap Divid | 0.00% | 3,982 | $327K | — |
| DOX Amdocs Ltd. | 0.00% | 3,544 | $323K | — |
| UBER Uber Technologies Inc. | 0.00% | 3,451 | $322K | — |
| COR Cencora Inc. | 0.00% | 1,072 | $321K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.00% | 6,949 | $321K | — |
| RSG Republic Services Inc. | 0.00% | 1,300 | $321K | — |
| MBB iShares MBS ETF | 0.00% | 3,364 | $316K | — |
| XLRE SS Real Estate Select Sector | 0.00% | 7,615 | $315K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.00% | 3,815 | $315K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.00% | 7,402 | $308K | — |
| GAB Gabelli Equity Trust | 0.00% | 52,810 | $307K | — |
| C Citigroup Inc. | 0.00% | 3,591 | $306K | — |
| CBOE Cboe Global Markets Inc. | 0.00% | 1,301 | $303K | — |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.00% | 13,384 | $301K | — |
| AGI Alamos Gold Inc. Class A | 0.00% | 11,300 | $300K | — |
| NTES Netease Inc.-ADR | 0.00% | 2,228 | $300K | — |
| DOV Dover Corp. | 0.00% | 1,625 | $298K | — |
| PBR Petroleo Brasileiro-Spon ADR | 0.00% | 23,454 | $293K | — |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.00% | 3,549 | $293K | — |
| XAODX Abrdn Total Dynamic Dividend | 0.00% | 32,971 | $292K | — |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.00% | 42,612 | $289K | — |
| IYH iShares U.S. Healthcare ETF | 0.00% | 5,076 | $287K | — |
| TMUS T-Mobile US Inc. | 0.00% | 1,197 | $285K | — |
| FMS Fresenius Medical Care-ADR | 0.00% | 9,861 | $282K | — |
| ROP Roper Technologies Inc. | 0.00% | 495 | $281K | — |
| OBDC Blue Owl Capital Corp. | 0.00% | 19,353 | $278K | — |
| EOG EOG Resources Inc. | 0.00% | 2,298 | $275K | — |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 4,328 | $275K | — |
| INDA iShares MSCI India ETF | 0.00% | 4,931 | $275K | — |
| SF Stifel Financial Corp. | 0.00% | 2,645 | $274K | — |
| GBIL Goldman Sachs Access Treasur | 0.00% | 2,730 | $273K | — |
| MU Micron Technology Inc. | 0.00% | 2,215 | $273K | — |
| ONEQ Fidelity Nasdaq Comp Indx | 0.00% | 3,382 | $271K | — |
| NXPI NXP Semiconductors NV | 0.00% | 1,234 | $270K | — |
| VTRS Viatris Inc. | 0.00% | 29,936 | $267K | — |
| AZO AutoZone Inc. | 0.00% | 71 | $264K | — |
| EW Edwards Lifesciences Corp. | 0.00% | 3,368 | $263K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 4,514 | $263K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 1,095 | $263K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 2,781 | $261K | — |
| SONY Sony Group Corp. - SP ADR | 0.00% | 9,953 | $259K | — |
| JHG Janus Henderson Group PLC | 0.00% | 6,639 | $258K | — |
| VOX Vanguard Communication Servi | 0.00% | 1,502 | $257K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 571 | $254K | — |
| EZM Wisdomtree US Midcap Fund | 0.00% | 4,044 | $250K | — |
| WEC WEC Energy Group Inc. | 0.00% | 2,387 | $249K | — |
| YORW York Water Co. filed as YORK WTR CO | 0.00% | 7,858 | $248K | — |
| ULTA Ulta Beauty Inc. | 0.00% | 530 | $248K | — |
| OIA Invesco Municipal Income Opp | 0.00% | 43,009 | $247K | — |
| STZ Constellation Brands Inc. Class A | 0.00% | 1,516 | $247K | — |
| DFSD Dimensional Short Duration | 0.00% | 5,118 | $246K | — |
| VIS Vanguard Industrials ETF | 0.00% | 868 | $243K | — |
| ICF iShares Select U.S. REIT ETF | 0.00% | 3,946 | $241K | — |
| MAR Marriott International Class A | 0.00% | 876 | $239K | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 8,328 | $239K | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.00% | 6,253 | $238K | — |
| UNM Unum Group | 0.00% | 2,935 | $237K | — |
| DVN Devon Energy Corp. | 0.00% | 7,416 | $236K | — |
| VONV Vanguard Russell 1000 Value | 0.00% | 2,735 | $233K | — |
| KHC The Kraft Heinz Co. | 0.00% | 8,975 | $232K | — |
| LNT Alliant Energy Corp. | 0.00% | 3,799 | $230K | — |
| CNI Canadian Natl Railway Co. | 0.00% | 2,200 | $229K | — |
| DNP DNP Select Income Fund Inc. | 0.00% | 23,194 | $227K | — |
| JD Jd.com Inc.-ADR | 0.00% | 6,916 | $226K | — |
| VHT Vanguard Health Care ETF | 0.00% | 887 | $220K | — |
| BSCP Invesco Bulletshares 2025 CB | 0.00% | 10,600 | $219K | — |
| VLTO Veralto Corp. | 0.00% | 2,148 | $217K | — |
| SILA Sila Realty Trust Inc. | 0.00% | 9,078 | $215K | — |
| MPC Marathon Petroleum Corp. | 0.00% | 1,261 | $209K | — |
| PHO Invesco Water Resources ETF | 0.00% | 2,959 | $207K | — |
| FPX First Trust US Equity Opport | 0.00% | 1,427 | $207K | — |
| O Realty Income Corp. | 0.00% | 3,585 | $207K | — |
| ADM Archer-Daniels-Midland Co. | 0.00% | 3,863 | $204K | — |
| IDU iShares US Utilities ETF | 0.00% | 1,917 | $200K | — |
| NVG Nuveen Amt-FR Muni CRDT | 0.00% | 16,365 | $195K | — |
| BBLU Ea Bridgeway Blue Chip ETF | 0.00% | 14,185 | $195K | — |
| ZTO Zto Express Cayman Inc.-ADR | 0.00% | 10,840 | $192K | — |
| VIPS Vipshop Holdings Ltd. - ADR | 0.00% | 12,458 | $187K | — |
| CFFN Capitol Federal Financial Inc. | 0.00% | 23,768 | $145K | — |
| NWL Newell Brands Inc. | 0.00% | 24,448 | $132K | — |
| VALE Vale SA-SP ADR | 0.00% | 11,836 | $115K | — |
| TCPC BlackRock TCP Capital Corp. | 0.00% | 12,500 | $96K | — |
| NOK Nokia Corp.-Spon ADR | 0.00% | 14,822 | $77K | — |
| FTRE Fortrea Holdings Inc. | 0.00% | 14,392 | $71K | — |
| NFGC New Found Gold Corp. | 0.00% | 20,000 | $28K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.