FISHER ASSET MANAGEMENT, LLC (Ken Fisher)

Holdings as of 06-30-2025

Ticker Company/ETF Total Shares Total Value ($) CUSIP Class Put/Call
NVDA NVIDIA CORP 82,511,422 $13,035,979,655 67066G104 COMMON STOCK
MSFT MICROSOFT CORP 24,297,369 $12,085,754,713 594918104 COMMON STOCK
AAPL APPLE INC 53,555,986 $10,988,081,823 037833100 COMMON STOCK
VCIT VANGUARD INT-TERM CORPORATE ETF 102,253,864 $8,478,890,501 92206C870 ETF
AMZN AMAZON.COM INC 32,482,019 $7,126,230,226 023135106 COMMON STOCK
GOOGL ALPHABET INC-CL A 36,685,062 $6,465,008,676 02079K305 COMMON STOCK
IEF ISHARES 7-10 YEAR TREASURY B 57,650,891 $5,521,225,842 464287440 ETF
META META PLATFORMS INC-CLASS A 6,356,667 $4,691,793,080 30303M102 COMMON STOCK
GS GOLDMAN SACHS GROUP INC 6,539,746 $4,628,506,620 38141G104 COMMON STOCK
JPM JPMORGAN CHASE & CO 15,375,410 $4,457,485,474 46625H100 COMMON STOCK
SAP SAP SE-SPONSORED ADR 14,157,321 $4,305,241,598 803054204 SPONSORED ADR
TSM TAIWAN SEMICONDUCTOR 17,664,956 $4,000,936,296 874039100 COMMON STOCK
WMT WALMART INC 39,664,412 $3,878,386,220 931142103 COMMON STOCK
CAT CATERPILLAR INC 9,418,321 $3,656,286,468 149123101 COMMON STOCK
HD HOME DEPOT INC 9,933,082 $3,641,865,321 437076102 COMMON STOCK
AVGO BROADCOM INC 12,374,445 $3,411,015,835 11135F101 COMMON STOCK
ASML ASML HOLDING N V 4,244,254 $3,401,303,805 N07059210 COMMON STOCK
MS MORGAN STANLEY 24,045,186 $3,387,004,956 617446448 COMMON STOCK
LLY ELI LILLY & CO 4,302,467 $3,353,902,220 532457108 COMMON STOCK
XOM EXXON MOBIL CORP 30,853,708 $3,326,029,862 30231G102 COMMON STOCK
COST COSTCO WHOLESALE CORP 3,110,415 $3,079,125,518 22160K105 COMMON STOCK
RTX RTX CORP 20,599,190 $3,007,893,934 75513E101 COMMON STOCK
CVX CHEVRON CORP 20,826,805 $2,982,190,357 166764100 COMMON STOCK
AXP AMERICAN EXPRESS CO 8,734,960 $2,786,277,909 025816109 COMMON STOCK
C CITIGROUP INC 32,161,457 $2,737,583,306 172967424 COMMON STOCK
NFLX NETFLIX INC 2,019,418 $2,704,264,659 64110L106 COMMON STOCK
FCX FREEPORT-MCMORAN INC 62,358,715 $2,703,250,344 35671D857 COMMON STOCK
SONY SONY GROUP CORP - SP ADR 101,878,066 $2,651,886,081 835699307 SPONSORED ADR
V VISA INC 7,260,321 $2,577,777,411 92826C839 COMMON STOCK
BAC BANK OF AMERICA CORP 51,405,673 $2,432,516,476 060505104 COMMON STOCK
MA MASTERCARD INC 4,249,922 $2,388,201,899 57636Q104 COMMON STOCK
INTU INTUIT INC 2,772,454 $2,183,668,298 461202103 COMMON STOCK
ISRG INTUITIVE SURGICAL INC 3,848,737 $2,091,443,045 46120E602 COMMON STOCK
BLK BLACKROCK INC 1,966,303 $2,063,144,538 09290D101 COMMON STOCK
MBB ISHARES MBS ETF 21,297,627 $1,999,634,350 464288588 ETF
MRK MERCK & CO. INC. 25,013,697 $1,980,084,339 58933Y105 COMMON STOCK
UBS UBS GROUP AG 58,424,089 $1,975,902,737 H42097107 COMMON STOCK
SCHW SCHWAB (CHARLES) CORP 21,376,690 $1,950,409,336 808513105 COMMON STOCK
ORCL ORACLE CORP 8,887,747 $1,943,128,257 68389X105 COMMON STOCK
BP BP PLC 64,436,996 $1,928,599,320 055622104 COMMON STOCK
SPOT SPOTIFY TECHNOLOGY S A 2,489,013 $1,909,919,507 L8681T102 COMMON STOCK
SHEL SHELL PLC-ADR 26,392,845 $1,858,320,259 780259305 COMMON STOCK
ADBE ADOBE INC 4,567,817 $1,767,197,665 00724F101 COMMON STOCK
JCI JOHNSON CONTROLS INTERNATIONAL PLC 16,604,983 $1,753,818,490 G51502105 COMMON STOCK
PG PROCTER & GAMBLE CO/THE 10,967,513 $1,747,344,375 742718109 COMMON STOCK
NOW SERVICENOW INC 1,636,288 $1,682,236,402 81762P102 COMMON STOCK
COF CAPITAL ONE FINANCIAL CORP 7,653,681 $1,628,397,349 14040H105 COMMON STOCK
UNH UNITEDHEALTH GROUP INC 5,213,472 $1,626,447,038 91324P102 COMMON STOCK
ABT ABBOTT LABORATORIES 11,862,823 $1,613,462,695 002824100 COMMON STOCK
BCS BARCLAYS PLC 83,062,892 $1,544,139,171 06738E204 SPONSORED ADR
SPTL SPDR PORT LNG TRM TRSRY 57,950,223 $1,540,316,955 78464A664 ETF
CNQ CANADIAN NATURAL RESOURCES 47,939,585 $1,505,302,997 136385101 COMMON STOCK
UNP UNION PACIFIC CORP 6,398,715 $1,472,216,518 907818108 COMMON STOCK
AZN ASTRAZENECA PLC-SPONS ADR 20,695,979 $1,446,235,135 046353108 SPONSORED ADR
SYK STRYKER CORP 3,450,236 $1,365,017,226 863667101 COMMON STOCK
ING ING GROEP N.V.-SPONSORED ADR 60,893,207 $1,331,734,472 456837103 SPONSORED ADR
UL UNILEVER PLC-SPONSORED ADR 21,578,648 $1,319,965,919 904767704 SPONSORED ADR
DE DEERE & CO 2,580,228 $1,312,020,397 244199105 COMMON STOCK
COP CONOCOPHILLIPS 14,393,875 $1,291,706,405 20825C104 COMMON STOCK
JNJ JOHNSON & JOHNSON 8,272,472 $1,263,620,340 478160104 COMMON STOCK
TTE TOTALENERGIES SE -SPON ADR 20,486,665 $1,257,676,420 89151E109 SPONSORED ADR
MUFG MITSUBISHI UFJ FINL-SPON ADR 89,513,174 $1,228,120,750 606822104 SPONSORED ADR
GSK GSK PLC 31,338,405 $1,203,394,772 37733W204 SPONSORED ADR
TM TOYOTA MOTOR CORP -SPON ADR 6,827,634 $1,176,128,467 892331307 SPONSORED ADR
PFE PFIZER INC 48,390,268 $1,172,980,101 717081103 COMMON STOCK
CRM SALESFORCE INC 4,227,039 $1,152,671,630 79466L302 COMMON STOCK
EUFN ISHARES MSCI EUROPE FIN ETF 35,345,109 $1,117,965,835 464289180 ETF
BA BOEING CORPORATION 5,327,443 $1,116,259,348 097023105 COMMON STOCK
CARR CARRIER GLOBAL CORP 15,048,555 $1,101,403,846 14448C104 COMMON STOCK
BHP BHP GROUP LTD-SPON ADR 22,842,252 $1,098,483,938 088606108 SPONSORED ADR
SBUX STARBUCKS CORP 11,919,980 $1,092,227,883 855244109 COMMON STOCK
TMO THERMO FISHER SCIENTIFIC INC 2,689,803 $1,090,607,885 883556102 COMMON STOCK
RIO RIO TINTO PLC 18,562,934 $1,082,776,045 767204100 SPONSORED ADR
CMI CUMMINS INC 3,275,045 $1,072,577,520 231021106 COMMON STOCK
PEP PEPSICO INC 7,956,402 $1,050,563,460 713448108 COMMON STOCK
HSBC HSBC HOLDINGS PLC-SPONS ADR 17,043,371 $1,036,066,532 404280406 SPONSORED ADR
SAN BANCO SANTANDER SA-SPON ADR 117,592,077 $976,014,252 05964H105 SPONSORED ADR
MUB ISHARES NATIONAL MUNI BOND E 8,914,935 $931,432,418 464288414 ETF
ITW ILLINOIS TOOL WORKS 3,595,146 $888,900,037 452308109 COMMON STOCK
TT TRANE TECHNOLOGIES PLC 1,998,440 $874,137,742 G8994E103 COMMON STOCK
VOO VANGUARD S&P 500 ETF 1,521,821 $864,440,222 922908363 ETF
NVS NOVARTIS AG 7,121,414 $861,762,333 66987V109 SPONSORED ADR
DHR DANAHER CORP 4,340,636 $857,449,398 235851102 COMMON STOCK
BSX BOSTON SCIENTIFIC CORP 7,705,384 $827,635,383 101137107 COMMON STOCK
CSX CSX CORP 25,272,260 $824,633,871 126408103 COMMON STOCK
QQQ INVESCO QQQ TRUST SERIES 1 1,448,522 $799,063,197 46090E103 ETF
NVO NOVO-NORDISK A/S 11,000,916 $759,283,294 670100205 COMMON STOCK
RY ROYAL BANK OF CANADA 5,723,581 $752,937,149 780087102 COMMON STOCK
DB DEUTSCHE BANK A G 25,471,401 $745,802,643 D18190898 COMMON STOCK
BUD ANHEUSER-BUSCH INBEV-SPN ADR 10,663,933 $732,825,580 03524A108 SPONSORED ADR
EMR EMERSON ELECTRIC CO 5,193,448 $692,442,452 291011104 COMMON STOCK
BBVA BANCO BILBAO VIZCAYA-SP ADR 41,422,112 $636,657,873 05946K101 SPONSORED ADR
SNY SANOFI-ADR 13,135,366 $634,569,599 80105N105 SPONSORED ADR
LYG LLOYDS BANKING GROUP PLC-ADR 148,828,623 $632,521,648 539439109 SPONSORED ADR
BABA ALIBABA GROUP HOLDING LTD 5,267,441 $597,380,511 01609W102 COMMON STOCK
IXJ ISHARES GLOBAL HEALTHCARE ETF 6,903,794 $594,347,695 464287325 ETF
IR INGERSOLL-RAND INC 6,913,924 $575,100,273 45687V106 COMMON STOCK
CCI CROWN CASTLE INC 5,349,349 $549,538,741 22822V101 COMMON STOCK
NWG NATWEST GROUP PLC -SPON ADR 37,531,392 $531,069,212 639057207 SPONSORED ADR
VEA VANGUARD FTSE DEVELOPED ETF 9,282,597 $529,200,875 921943858 ETF
IXC ISHARES GLOBAL ENERGY ETF 12,533,974 $492,459,890 464287341 ETF
PCAR PACCAR INC 5,150,230 $489,580,988 693718108 COMMON STOCK
KO COCA-COLA CO 6,406,669 $453,271,904 191216100 COMMON STOCK
CP CANADIAN PACIFIC KANSAS CITY 5,431,316 $430,540,448 13646K108 COMMON STOCK
XLI INDUSTRIAL SELECT SECT SPDR 2,918,202 $430,493,232 81369Y704 COMMON STOCK
ITUB ITAU UNIBANCO HOLDING SA 61,497,171 $417,565,789 465562106 COMMON STOCK
AMT AMERICAN TOWER CORP 1,820,270 $402,316,387 03027X100 COMMON STOCK
VGK VANGUARD FTSE EUROPE ETF 5,084,722 $394,066,039 922042874 ETF
HDB HDFC BANK LTD 4,536,824 $347,838,296 40415F101 COMMON STOCK
PH PARKER HANNIFIN CORP 497,027 $347,158,610 701094104 COMMON STOCK
LQD ISHARES IBOXX INVESTMENT GRADE C BOND ETF 3,062,270 $335,655,531 464287242 ETF
LII LENNOX INTERNATIONAL INC 584,997 $335,343,867 526107107 COMMON STOCK
SU SUNCOR ENERGY INC 8,372,012 $313,531,859 867224107 COMMON STOCK
GOOG ALPHABET INC-CL C 1,750,771 $310,569,322 02079K107 COMMON STOCK
EXI ISHARES GLOBAL INDUSTRIALS ETF 1,851,209 $306,153,056 464288729 ETF
HMC HONDA MOTOR CO LTD 10,367,489 $298,894,733 438128308 SPONSORED ADR
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 4,505,566 $294,573,966 464288737 ETF
DOV DOVER CORP 1,565,545 $286,855,063 260003108 COMMON STOCK
IXN ISHARES GLOBAL TECH ETF 2,959,499 $273,280,218 464287291 ETF
BBD BANCO BRADESCO S.A 88,098,675 $272,224,904 059460303 COMMON STOCK
NSC NORFOLK SOUTHERN CORP 1,054,580 $269,940,982 655844108 COMMON STOCK
ROK ROCKWELL AUTOMATION INC 792,503 $263,245,915 773903109 COMMON STOCK
SCCO SOUTHERN COPPER CORP 2,559,632 $258,958,032 84265V105 COMMON STOCK
VGIT VANGUARD INTERMEDIATE-TERM T 4,128,831 $246,945,442 92206C706 ETF
USB US BANCORP 5,265,852 $238,279,832 902973304 COMMON STOCK
IYF ISHARES US FINANCIALS ETF 1,833,966 $221,891,611 464287788 ETF
KBWB INVESCO KBW BANK ETF 2,991,470 $214,249,100 46138E628 ETF
VALE VALE S.A 21,705,260 $210,758,073 91912E105 COMMON STOCK
QCOM QUALCOMM INC 1,272,761 $202,700,094 747525103 COMMON STOCK
MELI MERCADOLIBRE INC 77,322 $202,092,007 58733R102 COMMON STOCK
EWJ ISHARES MSCI JAPAN ETF 2,677,275 $200,715,400 46434G822 ETF
IHE ISHARES US PHARMACEUTICALS ETF 2,976,691 $195,092,449 464288836 ETF
CNI CANADIAN NATL RAILWAY CO 1,823,800 $189,748,226 136375102 COMMON STOCK
PBR PETROLEO BRASILEIRO SA 14,587,174 $182,485,556 71654V408 COMMON STOCK
INFY INFOSYS LTD 8,988,765 $166,561,814 456788108 COMMON STOCK
EZU ISHARES MSCI EUROZONE ETF 2,742,210 $163,024,485 464286608 ETF
TROW T ROWE PRICE GROUP INC 1,670,538 $161,206,982 74144T108 COMMON STOCK
EOG EOG RESOURCES INC 1,310,006 $156,689,930 26875P101 COMMON STOCK
TCOM TRIP.COM GROUP LTD 2,530,563 $148,392,212 89677Q107 COMMON STOCK
NTES NETEASE INC 1,082,191 $145,641,264 64110W102 COMMON STOCK
NU NU HOLDINGS LTD 10,383,266 $142,458,410 G6683N103 COMMON STOCK
TFI SPDR NUVEEN BLOOMBERG MUNI BD ETF 3,106,329 $138,759,777 78468R721 ETF
BKNG BOOKING HOLDINGS INC 23,647 $136,900,363 09857L108 COMMON STOCK
SF STIFEL FINANCIAL CORP 1,269,850 $131,785,031 860630102 COMMON STOCK
URBN URBAN OUTFITTERS INC 1,797,085 $130,360,544 917047102 COMMON STOCK
PICK ISHARES MSCI GLOBAL METALS & MINING ETF 3,332,961 $125,319,396 46434G848 ETF
ADSK AUTODESK INC 401,745 $124,368,469 052769106 COMMON STOCK
IEX IDEX CORP 707,223 $124,167,161 45167R104 COMMON STOCK
IAI ISHARES U.S. BROKER-DEALERS ETF 684,053 $115,701,027 464288794 ETF
AMGN AMGEN INC 409,821 $114,426,123 031162100 COMMON STOCK
JEF JEFFERIES FINANCIAL GROUP INC 2,082,840 $113,910,553 47233W109 COMMON STOCK
JD JD.COM INC 3,433,935 $112,083,662 47215P106 COMMON STOCK
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1,123,639 $111,465,147 464287226 ETF
HEI HEICO CORP 336,847 $110,486,081 422806109 COMMON STOCK
AYI ACUITY BRANDS INC 365,966 $109,182,581 00508Y102 COMMON STOCK
AMD ADVANCED MICRO DEVICES 765,185 $108,579,873 007903107 COMMON STOCK
XLP CONSUMER STAPLES SPDR 1,332,668 $107,906,264 81369Y308 ETF
LIN LINDE PLC 227,406 $106,694,717 G54950103 COMMON STOCK
LOW LOWE'S COS INC 439,696 $97,555,375 548661107 COMMON STOCK
FLS FLOWSERVE CORP 1,858,621 $97,298,807 34354P105 COMMON STOCK
PNQI INVESCO NASDAQ INTERNET ETF 1,830,206 $95,555,104 46137V530 ETF
TEX TEREX CORP 2,037,746 $95,142,359 880779103 COMMON STOCK
LECO LINCOLN ELECTRIC HOLDINGS 452,659 $93,845,264 533900106 COMMON STOCK
XP XP INC 4,513,977 $91,182,334 G98239109 COMMON STOCK
NOC NORTHROP GRUMMAN CORP 181,541 $90,767,000 666807102 COMMON STOCK
CM CANADIAN IMPERIAL BANK OF COMMERCE 1,251,017 $88,609,560 136069101 COMMON STOCK
IGV ISHARES EXPANDED TECH-SOFTWARE ETF 794,390 $86,985,803 464287515 ETF
EVR EVERCORE INC - A 319,773 $86,345,104 29977A105 COMMON STOCK
MCD MCDONALD'S CORP 290,301 $84,817,407 580135101 COMMON STOCK
AVAV AEROVIRONMENT INC 297,161 $84,676,026 008073108 COMMON STOCK
GTLS CHART INDUSTRIES INC 510,288 $84,019,068 16115Q308 COMMON STOCK
ONB OLD NATIONAL BANCORP 3,882,837 $82,859,740 680033107 COMMON STOCK
LAZ LAZARD INC 1,701,913 $81,657,784 52110M109 COMMON STOCK
MYRG MYR GROUP INC/DELAWARE 446,199 $80,962,960 55405W104 COMMON STOCK
ETN EATON CORP PLC 225,197 $80,393,420 G29183103 COMMON STOCK
CRS CARPENTER TECHNOLOGY 284,646 $78,670,702 144285103 COMMON STOCK
LITE LUMENTUM HOLDINGS INC 820,230 $77,971,126 55024U109 COMMON STOCK
IVZ INVESCO LTD 4,938,846 $77,885,611 G491BT108 COMMON STOCK
HRI HERC HOLDINGS INC 584,847 $77,018,534 42704L104 COMMON STOCK
RJF RAYMOND JAMES FINANCIAL INC 488,201 $74,875,440 754730109 COMMON STOCK
EWBC EAST WEST BANCORP INC 733,223 $74,040,931 27579R104 COMMON STOCK
RL RALPH LAUREN CORP 267,742 $73,436,305 751212101 COMMON STOCK
SSB SOUTHSTATE CORP 794,483 $73,116,270 840441109 COMMON STOCK
SHAK SHAKE SHACK INC - CLASS A 514,770 $72,376,660 819047101 COMMON STOCK
RRX REGAL REXNORD CORP 496,569 $71,982,754 758750103 COMMON STOCK
EWL ISHARES MSCI SWITZERLAND ETF 1,278,219 $70,059,222 464286749 ETF
XLC COMM SERV SELECT SECTOR SPDR 636,880 $69,120,714 81369Y852 ETF
OTIS OTIS WORLDWIDE CORP 686,698 $67,996,915 68902V107 COMMON STOCK
APAM ARTISAN PARTNERS ASSET MA -A 1,479,497 $65,586,136 04316A108 COMMON STOCK
NMR NOMURA HOLDINGS INC-SPON ADR 9,829,802 $64,680,098 65535H208 SPONSORED ADR
PEGA PEGASYSTEMS INC 1,193,235 $64,589,844 705573103 COMMON STOCK
ZTO ZTO EXPRESS CAYMAN INC-ADR 3,577,164 $63,494,660 98980A105 SPONSORED ADR
MRVL MARVELL TECHNOLOGY INC 805,299 $62,330,211 573874104 COMMON STOCK
ORLY O'REILLY AUTOMOTIVE INC 673,834 $60,732,694 67103H107 COMMON STOCK
JHG JANUS HENDERSON GROUP PLC 1,538,671 $59,761,980 G4474Y214 COMMON STOCK
TJX TJX COMPANIES INC 479,524 $59,216,471 872540109 COMMON STOCK
WTFC WINTRUST FINANCIAL CORP 477,582 $59,210,615 97650W108 COMMON STOCK
PDD PDD HOLDINGS INC 564,144 $59,043,397 722304102 COMMON STOCK
KMT KENNAMETAL INC 2,564,944 $58,891,112 489170100 COMMON STOCK
FULT FULTON FINANCIAL CORP 3,159,801 $57,002,808 360271100 COMMON STOCK
HOMB HOME BANCSHARES INC 1,993,969 $56,748,356 436893200 COMMON STOCK
HBAN HUNTINGTON BANCSHARES INC 3,351,087 $56,164,219 446150104 COMMON STOCK
APG API GROUP CORP 1,078,254 $55,044,866 00187Y100 COMMON STOCK
CW CURTISS-WRIGHT CORP 112,440 $54,932,561 231561101 COMMON STOCK
POOL POOL CORP 187,442 $54,635,600 73278L105 COMMON STOCK
ONTO ONTO INNOVATION INC 537,360 $54,235,744 683344105 COMMON STOCK
ATI ATI INC 627,980 $54,219,849 01741R102 COMMON STOCK
XLY CONSUMER DISCRETIONARY SELT 248,775 $54,066,497 81369Y407 COMMON STOCK
HUBG HUB GROUP INC-CL A 1,610,461 $53,837,709 443320106 COMMON STOCK
ONEQ FIDELITY NASDAQ COMPOSITE ETF 667,319 $53,452,263 315912808 ETF
AMAT APPLIED MATERIALS INC 289,993 $53,089,190 038222105 COMMON STOCK
ABBV ABBVIE INC 283,580 $52,638,160 00287Y109 COMMON STOCK
IBN ICICI BANK LTD-SPON ADR 1,534,110 $51,607,459 45104G104 SPONSORED ADR
HAE HAEMONETICS CORP/MASS 689,142 $51,416,884 405024100 COMMON STOCK
EWU ISHARES MSCI UNITED KINGDOM 1,244,411 $49,428,036 46435G334 ETF
XYL XYLEM INC 380,261 $49,190,685 98419M100 COMMON STOCK
SMH VANECK SEMICONDUCTOR ETF 173,139 $48,285,279 92189F676 ETF
ASX ASE TECHNOLOGY HOLDING -ADR 4,662,068 $48,159,170 00215W100 SPONSORED ADR
MAC MACERICH CO/THE 2,950,665 $47,741,758 554382101 COMMON STOCK
CADE CADENCE BANK 1,486,491 $47,537,981 12740C103 COMMON STOCK
COLB COLUMBIA BANKING SYSTEM INC 2,002,014 $46,807,092 197236102 COMMON STOCK
DKS DICK'S SPORTING GOODS INC 235,158 $46,516,643 253393102 COMMON STOCK
KBH KB HOME 852,089 $45,135,152 48666K109 COMMON STOCK
NTNX NUTANIX INC - A 589,781 $45,082,858 67059N108 COMMON STOCK
MTH MERITAGE HOMES CORP 671,307 $44,957,450 59001A102 COMMON STOCK
EQNR EQUINOR ASA-SPON ADR 1,787,778 $44,944,756 29446M102 SPONSORED ADR
OC OWENS CORNING 323,682 $44,512,748 690742101 COMMON STOCK
SAM BOSTON BEER COMPANY INC-A 232,082 $44,283,651 100557107 COMMON STOCK
EAT BRINKER INTERNATIONAL INC 243,853 $43,974,140 109641100 COMMON STOCK
TPR TAPESTRY INC 499,988 $43,904,018 876030107 COMMON STOCK
LRCX LAM RESEARCH CORP 449,510 $43,755,373 512807306 COMMON STOCK
LTH LIFE TIME GROUP HOLDINGS INC 1,433,345 $43,473,353 53190C102 COMMON STOCK
WBS WEBSTER FINANCIAL CORP 795,313 $43,424,088 947890109 COMMON STOCK
ATGE ADTALEM GLOBAL EDUCATION INC 335,605 $42,699,027 00737L103 COMMON STOCK
URI UNITED RENTALS INC 56,209 $42,348,073 911363109 COMMON STOCK
POWL POWELL INDUSTRIES INC 200,639 $42,224,573 739128106 COMMON STOCK
UBSI UNITED BANKSHARES INC 1,158,778 $42,214,282 909907107 COMMON STOCK
VGT VANGUARD INFO TECH ETF 63,497 $42,116,855 92204A702 ETF
SBH SALLY BEAUTY HOLDINGS INC 4,542,904 $42,067,298 79546E104 COMMON STOCK
PIPR PIPER SANDLER COS 150,646 $41,870,548 724078100 COMMON STOCK
SPSB SPDR PORT SHRT TRM CORP BND ETF 1,336,587 $40,351,586 78464A474 ETF
VGLT VANGUARD LONG-TERM TREASURY ETF 708,457 $39,758,657 92206C847 ETF
MEDP MEDPACE HOLDINGS INC 125,347 $39,341,449 58506Q109 COMMON STOCK
SLB SCHLUMBERGER LTD 1,154,986 $39,038,537 806857108 COMMON STOCK
GBCI GLACIER BANCORP INC 904,179 $38,952,030 37637Q105 COMMON STOCK
MRCY MERCURY SYSTEMS INC 721,333 $38,850,994 589378108 COMMON STOCK
BIIB BIOGEN INC 289,137 $36,312,740 09062X103 COMMON STOCK
AEIS ADVANCED ENERGY INDUSTRIES 273,993 $36,304,072 007973100 COMMON STOCK
WSC WILLSCOT HOLDINGS CORP 1,316,902 $36,083,139 971378104 COMMON STOCK
ARMK ARAMARK 846,269 $35,433,282 03852U106 COMMON STOCK
NKE NIKE INC 492,646 $34,997,626 654106103 COMMON STOCK
GVA GRANITE CONSTRUCTION INC 371,531 $34,741,862 387328107 COMMON STOCK
HON HONEYWELL INTERNATIONAL INC 147,654 $34,385,863 438516106 COMMON STOCK
DPZ DOMINO'S PIZZA INC 75,310 $33,934,910 25754A201 COMMON STOCK
RRC RANGE RESOURCES CORP 824,406 $33,528,591 75281A109 COMMON STOCK
BIO BIO-RAD LABORATORIES-A 137,742 $33,239,898 090572207 COMMON STOCK
AMG AFFILIATED MANAGERS GROUP 168,374 $33,131,047 008252108 COMMON STOCK
GO GROCERY OUTLET HOLDING CORP 2,658,181 $33,014,607 39874R101 COMMON STOCK
ENS ENERSYS 382,324 $32,791,928 29275Y102 COMMON STOCK
ANF ABERCROMBIE & FITCH CO-CL A 390,437 $32,347,756 002896207 COMMON STOCK
MTDR MATADOR RESOURCES CO 677,043 $32,308,521 576485205 COMMON STOCK
UCB UNITED COMMUNITY BANKS/GA 1,064,929 $31,724,249 90984P303 COMMON STOCK
FDN FIRST TRUST DJ INTERNET IND 117,232 $31,574,161 33733E302 ETF
WINA WINMARK CORP 82,152 $31,021,415 974250102 COMMON STOCK
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 370,346 $30,686,930 464287457 ETF
NUE NUCOR CORP 234,467 $30,372,934 670346105 COMMON STOCK
RDY DR. REDDY'S LABORATORIES-ADR 2,019,515 $30,353,309 256135203 SPONSORED ADR
UMBF UMB FINANCIAL CORP 282,261 $29,682,565 902788108 COMMON STOCK
KLAC KLA CORP 32,813 $29,392,356 482480100 COMMON STOCK
KSA ISHRS MSCI SAUDI ARABIA ETF 761,031 $29,330,133 46434V423 ETF
DK DELEK US HOLDINGS INC 1,383,299 $29,298,272 24665A103 COMMON STOCK
ZWS ZURN ELKAY WATER SOLUTIONS C 798,706 $29,208,677 98983L108 COMMON STOCK
AGIO AGIOS PHARMACEUTICALS INC 877,540 $29,186,979 00847X104 COMMON STOCK
SPSC SPS COMMERCE INC 212,175 $28,874,895 78463M107 COMMON STOCK
HUBS HUBSPOT INC 51,475 $28,652,538 443573100 COMMON STOCK
VCSH VANGUARD S/T CORP BOND ETF 357,860 $28,449,890 92206C409 ETF
FAF FIRST AMERICAN FINANCIAL 458,901 $28,171,930 31847R102 COMMON STOCK
TMHC TAYLOR MORRISON HOME CORP 456,676 $28,049,059 87724P106 COMMON STOCK
PTEN PATTERSON-UTI ENERGY INC 4,709,615 $27,928,015 703481101 COMMON STOCK
HP HELMERICH & PAYNE 1,760,541 $26,689,805 423452101 COMMON STOCK
FER FERROVIAL SE 496,437 $26,594,223 N3168P101 COMMON STOCK
MUR MURPHY OIL CORP 1,180,428 $26,559,651 626717102 COMMON STOCK
BKR BAKER HUGHES CO 683,408 $26,201,883 05722G100 COMMON STOCK
TTEK TETRA TECH INC 725,624 $26,093,440 88162G103 COMMON STOCK
TCBI TEXAS CAPITAL BANCSHARES INC 326,286 $25,907,108 88224Q107 COMMON STOCK
AEO AMERICAN EAGLE OUTFITTERS 2,676,307 $25,746,073 02553E106 COMMON STOCK
UFPI UFP INDUSTRIES INC 256,710 $25,506,703 90278Q108 COMMON STOCK
APA APA CORP 1,377,656 $25,197,330 03743Q108 COMMON STOCK
BOOT BOOT BARN HOLDINGS INC 165,494 $25,155,088 099406100 COMMON STOCK
DXCM DEXCOM INC 286,620 $25,019,070 252131107 COMMON STOCK
BCRX BIOCRYST PHARMACEUTICALS INC 2,782,489 $24,931,101 09058V103 COMMON STOCK
EW EDWARDS LIFESCIENCES CORP 316,392 $24,745,043 28176E108 COMMON STOCK
BANR BANNER CORPORATION 382,478 $24,535,962 06652V208 COMMON STOCK
PBH PRESTIGE CONSUMER HEALTHCARE 305,626 $24,404,235 74112D101 COMMON STOCK
CYTK CYTOKINETICS INC 733,680 $24,240,785 23282W605 COMMON STOCK
MDT MEDTRONIC PLC 274,066 $23,890,437 G5960L103 COMMON STOCK
SUSC ISHARES ESG AWARE USD CORP ETF 1,018,357 $23,656,435 46435G193 ETF
LEVI LEVI STRAUSS & CO- CLASS A 1,272,867 $23,535,325 52736R102 COMMON STOCK
IRT INDEPENDENCE REALTY TRUST IN 1,313,926 $23,243,356 45378A106 COMMON STOCK
REZI RESIDEO TECHNOLOGIES INC 1,046,322 $23,081,875 76118Y104 COMMON STOCK
WHD CACTUS INC - A 526,271 $23,008,567 127203107 COMMON STOCK
COHR COHERENT CORP 254,769 $22,727,988 19247G107 COMMON STOCK
GBX GREENBRIER COMPANIES INC 492,702 $22,688,926 393657101 COMMON STOCK
BOX BOX INC - CLASS A 662,993 $22,654,470 10316T104 COMMON STOCK
RLJ RLJ LODGING TRUST 3,056,956 $22,254,638 74965L101 COMMON STOCK
CAKE CHEESECAKE FACTORY INC/THE 348,506 $21,837,409 163072101 COMMON STOCK
MC MOELIS & CO - CLASS A 350,249 $21,827,516 60786M105 COMMON STOCK
SM SM ENERGY CO 861,301 $21,282,747 78454L100 COMMON STOCK
DNLI DENALI THERAPEUTICS INC 1,515,991 $21,208,712 24823R105 COMMON STOCK
WIT WIPRO LTD-ADR 7,020,730 $21,202,604 97651M109 SPONSORED ADR
CRNX CRINETICS PHARMACEUTICALS IN 737,084 $21,198,534 22663K107 COMMON STOCK
SSD SIMPSON MANUFACTURING CO INC 136,005 $21,122,935 829073105 COMMON STOCK
CALM CAL-MAINE FOODS INC 209,654 $20,887,826 128030202 COMMON STOCK
QLYS QUALYS INC 144,002 $20,573,564 74758T303 COMMON STOCK
SMFG SUMITOMO MITSUI-SPONS ADR 1,357,193 $20,507,195 86562M209 SPONSORED ADR
BKU BANKUNITED INC 575,878 $20,495,497 06652K103 COMMON STOCK
VCYT VERACYTE INC 755,316 $20,416,190 92337F107 COMMON STOCK
VECO VEECO INSTRUMENTS INC 999,233 $20,304,413 922417100 COMMON STOCK
FEZ SPDR EURO STOXX 50 ETF 339,891 $20,301,718 78463X202 ETF
ZS ZSCALER INC 64,637 $20,292,224 98980G102 COMMON STOCK
MMSI MERIT MEDICAL SYSTEMS INC 215,445 $20,139,797 589889104 COMMON STOCK
HALO HALOZYME THERAPEUTICS INC 381,745 $19,858,378 40637H109 COMMON STOCK
SPXC SPX TECHNOLOGIES INC 118,181 $19,816,588 78473E103 COMMON STOCK
AZTA AZENTA INC 634,697 $19,535,972 114340102 COMMON STOCK
VT VANGUARD TOT WORLD STK ETF 151,772 $19,505,814 922042742 ETF
IDYA IDEAYA BIOSCIENCES INC 922,092 $19,382,372 45166A102 COMMON STOCK
FRPT FRESHPET INC 284,937 $19,364,335 358039105 COMMON STOCK
RNR RENAISSANCERE HLDGS LTD 79,281 $19,257,445 G7496G103 COMMON STOCK
CENX CENTURY ALUMINUM COMPANY 1,063,585 $19,165,800 156431108 COMMON STOCK
FHN FIRST HORIZON CORP 898,354 $19,045,107 320517105 COMMON STOCK
OVV OVINTIV INC 498,892 $18,982,875 69047Q102 COMMON STOCK
ACIW ACI WORLDWIDE INC 412,222 $18,925,111 004498101 COMMON STOCK
CNMD CONMED CORP 363,321 $18,921,757 207410101 COMMON STOCK
FFBC FIRST FINANCIAL BANCORP 770,599 $18,694,730 320209109 COMMON STOCK
WOR WORTHINGTON ENTERPRISES INC 287,674 $18,307,573 981811102 COMMON STOCK
MOG/A MOOG INC-CLASS A 97,651 $17,671,900 615394202 COMMON STOCK
BRK.B BERKSHIRE HATHAWAY INC-CL B 36,010 $17,492,766 084670702 COMMON STOCK
CPRI CAPRI HOLDINGS LIMITED 978,770 $17,324,231 G1890L107 COMMON STOCK
BLDR BUILDERS FIRSTSOURCE INC 145,755 $17,008,176 12008R107 COMMON STOCK
GMED GLOBUS MEDICAL INC 288,073 $17,002,067 379577208 COMMON STOCK
FRME FIRST MERCHANTS CORP 441,788 $16,920,479 320817109 COMMON STOCK
PAYC PAYCOM SOFTWARE INC 72,839 $16,854,959 70432V102 COMMON STOCK
CLDX CELLDEX THERAPEUTICS INC 822,208 $16,731,931 15117B202 COMMON STOCK
ITT ITT INC 105,865 $16,602,807 45073V108 COMMON STOCK
FLR FLUOR CORP 316,107 $16,206,807 343412102 COMMON STOCK
SITE SITEONE LANDSCAPE SUPPLY INC 132,770 $16,057,202 82982L103 COMMON STOCK
PTC PTC INC 92,627 $15,963,341 69370C100 COMMON STOCK
AVNT AVIENT CORP 492,914 $15,926,050 05368V106 COMMON STOCK
CSCO CISCO SYSTEMS INC 229,375 $15,914,056 17275R102 COMMON STOCK
HWC HANCOCK WHITNEY CORP 276,560 $15,874,543 410120109 COMMON STOCK
FFIV F5 INC 52,748 $15,524,958 315616102 COMMON STOCK
SKT TANGER INC 504,931 $15,440,807 875465106 COMMON STOCK
CUZ COUSINS PROPERTIES INC 507,245 $15,232,566 222795502 COMMON STOCK
GOLF ACUSHNET HOLDINGS CORP 208,357 $15,172,556 005098108 COMMON STOCK
HLX HELIX ENERGY SOLUTIONS GROUP 2,422,905 $15,118,926 42330P107 COMMON STOCK
TRMK TRUSTMARK CORP 413,465 $15,074,932 898402102 COMMON STOCK
TREX TREX COMPANY INC 276,616 $15,042,376 89531P105 COMMON STOCK
SFNC SIMMONS FIRST NATL CORP-CL A 786,715 $14,916,116 828730200 COMMON STOCK
MANH MANHATTAN ASSOCIATES INC 75,103 $14,830,706 562750109 COMMON STOCK
TPH TRI POINTE HOMES INC 459,499 $14,680,991 87265H109 COMMON STOCK
SRRK SCHOLAR ROCK HOLDING CORP 412,411 $14,607,597 80706P103 COMMON STOCK
LXP LXP INDUSTRIAL TRUST 1,743,717 $14,403,101 529043101 COMMON STOCK
POST POST HOLDINGS INC 131,269 $14,312,258 737446104 COMMON STOCK
ALRM ALARM.COM HOLDINGS INC 252,625 $14,290,995 011642105 COMMON STOCK
AIR AAR CORP 207,001 $14,239,598 000361105 COMMON STOCK
BXP BXP INC 210,634 $14,211,479 101121101 COMMON STOCK
WEX WEX INC 96,642 $14,195,742 96208T104 COMMON STOCK
UE URBAN EDGE PROPERTIES 760,502 $14,190,966 91704F104 COMMON STOCK
SNA SNAP-ON INC 45,531 $14,168,556 833034101 COMMON STOCK
SMG SCOTTS MIRACLE-GRO CO 210,240 $13,867,437 810186106 COMMON STOCK
FLO FLOWERS FOODS INC 853,707 $13,642,251 343498101 COMMON STOCK
LFUS LITTELFUSE INC 59,958 $13,594,276 537008104 COMMON STOCK
RNST RENASANT CORP 369,561 $13,278,325 75970E107 COMMON STOCK
AMKR AMKOR TECHNOLOGY INC 622,433 $13,064,882 031652100 COMMON STOCK
IEUR ISHARES CORE MSCI EUROPE ETF 196,430 $13,003,677 46434V738 ETF
FNB FNB CORP 886,493 $12,925,075 302520101 COMMON STOCK
SCI SERVICE CORP INTERNATIONAL 157,030 $12,782,305 817565104 COMMON STOCK
WSFS WSFS FINANCIAL CORP 229,921 $12,645,655 929328102 COMMON STOCK
CBSH COMMERCE BANCSHARES INC 203,296 $12,638,944 200525103 COMMON STOCK
SHO SUNSTONE HOTEL INVESTORS INC 1,451,274 $12,597,058 867892101 COMMON STOCK
XLV HEALTH CARE SELECT SECTOR 92,267 $12,436,793 81369Y209 ETF
ABCB AMERIS BANCORP 191,121 $12,365,527 03076K108 COMMON STOCK
PCH POTLATCHDELTIC CORP 319,769 $12,269,571 737630103 COMMON STOCK
TLT ISHARES 20+ YEAR TREASURY BOND ETF 138,125 $12,189,580 464287432 ETF
RMD RESMED INC 46,773 $12,067,635 761152107 COMMON STOCK
LGND LIGAND PHARMACEUTICALS 106,066 $12,057,581 53220K504 COMMON STOCK
CVCO CAVCO INDUSTRIES INC 27,682 $12,025,890 149568107 COMMON STOCK
SNV SYNOVUS FINANCIAL CORP 231,674 $11,989,128 87161C501 COMMON STOCK
OII OCEANEERING INTL INC 573,330 $11,879,397 675232102 COMMON STOCK
CURB CURBLINE PPTYS CORP COM 517,466 $11,813,747 23128Q101 COMMON STOCK
KALU KAISER ALUMINUM CORP 147,475 $11,783,251 483007704 COMMON STOCK
VRTX VERTEX PHARMACEUTICALS INC 25,755 $11,466,153 92532F100 COMMON STOCK
VRTS VIRTUS INVESTMENT PARTNERS 62,790 $11,390,106 92828Q109 COMMON STOCK
PPBI PACIFIC PREMIER BANCORP INC 537,005 $11,325,435 69478X105 COMMON STOCK
AUB ATLANTIC UNION BANKSHARES CO 361,633 $11,311,880 04911A107 COMMON STOCK
LNTH LANTHEUS HOLDINGS INC 138,155 $11,309,368 516544103 COMMON STOCK
SO SOUTHERN CO 122,408 $11,240,803 842587107 COMMON STOCK
BAP CREDICORP LTD 49,621 $11,091,285 G2519Y108 COMMON STOCK
FTI TECHNIPFMC PLC 320,970 $11,054,225 G87110105 COMMON STOCK
NBIX NEUROCRINE BIOSCIENCES INC 87,540 $11,002,901 64125C109 COMMON STOCK
TRN TRINITY INDUSTRIES INC 399,689 $10,795,599 896522109 COMMON STOCK
PODD INSULET CORP 33,519 $10,531,242 45784P101 COMMON STOCK
PK PARK HOTELS & RESORTS INC 1,029,400 $10,530,763 700517105 COMMON STOCK
BMY BRISTOL-MYERS SQUIBB CO 226,976 $10,506,724 110122108 COMMON STOCK
YUM YUM! BRANDS INC 70,125 $10,391,182 988498101 COMMON STOCK
MMYT MAKEMYTRIP LIMITED MAURITIUS 104,082 $10,202,185 V5633W109 COMMON STOCK
TOL TOLL BROTHERS INC 88,890 $10,145,107 889478103 COMMON STOCK
VVX V2X INC 207,944 $10,095,680 92242T101 COMMON STOCK
MTRN MATERION CORP 127,168 $10,093,323 576690101 COMMON STOCK
ALGN ALIGN TECHNOLOGY INC 52,891 $10,013,958 016255101 COMMON STOCK
CLB CORE LABORATORIES INC 867,726 $9,996,202 21867A105 COMMON STOCK
PUMP PROPETRO HOLDING CORP 1,619,120 $9,666,146 74347M108 COMMON STOCK
PNR PENTAIR PLC 93,727 $9,622,058 G7S00T104 COMMON STOCK
TER TERADYNE INC 103,299 $9,288,707 880770102 COMMON STOCK
WDAY WORKDAY INC-CLASS A 38,500 $9,240,231 98138H101 COMMON STOCK
ESGU ISHARES ESG AWARE MSCI USA ETF 68,103 $9,214,366 46435G425 ETF
WSM WILLIAMS-SONOMA INC 56,267 $9,192,417 969904101 COMMON STOCK
INDB INDEPENDENT BANK CORP/MA 144,903 $9,112,223 453836108 COMMON STOCK
HAL HALLIBURTON CO 440,504 $8,977,475 406216101 COMMON STOCK
EFSC ENTERPRISE FINANCIAL SERVICE 162,205 $8,937,494 293712105 COMMON STOCK
NUVL NUVALENT INC-A 114,761 $8,756,264 670703107 COMMON STOCK
ASB ASSOCIATED BANC-CORP 357,009 $8,707,449 045487105 COMMON STOCK
EXAS EXACT SCIENCES CORP 158,029 $8,397,693 30063P105 COMMON STOCK
ALKS ALKERMES PLC 291,947 $8,352,603 G01767105 COMMON STOCK
CHRD CHORD ENERGY CORP 83,636 $8,100,145 674215207 COMMON STOCK
SSNC SS&C TECHNOLOGIES HOLDINGS 95,707 $7,924,542 78467J100 COMMON STOCK
ACA ARCOSA INC 90,925 $7,884,106 039653100 COMMON STOCK
USHY ISHARES BROAD USD HIGH YIELD C BOND ETF 208,991 $7,839,264 46435U853 ETF
SHOO STEVEN MADDEN LTD 326,000 $7,817,480 556269108 COMMON STOCK
FIBK FIRST INTERSTATE BANCSYS-A 265,448 $7,650,211 32055Y201 COMMON STOCK
OUT OUTFRONT MEDIA INC 466,105 $7,606,832 69007J304 COMMON STOCK
BSY BENTLEY SYSTEMS INC-CLASS B 140,833 $7,600,756 08265T208 COMMON STOCK
TSLA TESLA INC 23,730 $7,538,300 88160R101 COMMON STOCK
UPS UNITED PARCEL SERVICE 74,331 $7,503,132 911312106 COMMON STOCK
KCE SPDR S&P CAPITAL MARKETS ETF 51,469 $7,459,413 78464A771 ETF
CNS COHEN & STEERS INC 98,970 $7,457,393 19247A100 COMMON STOCK
ARWR ARROWHEAD PHARMACEUTICALS IN 451,655 $7,136,147 04280A100 COMMON STOCK
VRDN VIRIDIAN THERAPEUTICS INC 509,959 $7,129,226 92790C104 COMMON STOCK
VCEL VERICEL CORP 165,636 $7,047,810 92346J108 COMMON STOCK
DRH DIAMONDROCK HOSPITALITY CO 903,568 $6,921,330 252784301 COMMON STOCK
MYGN MYRIAD GENETICS INC 1,294,822 $6,875,504 62855J104 COMMON STOCK
OEF ISHARES S&P 100 ETF 22,581 $6,872,820 464287101 ETF
CLF CLEVELAND-CLIFFS INC 896,496 $6,813,374 185899101 COMMON STOCK
RARE ULTRAGENYX PHARMACEUTICAL IN 185,756 $6,754,087 90400D108 COMMON STOCK
AKR ACADIA REALTY TRUST 363,011 $6,741,126 004239109 COMMON STOCK
WBD WARNER BROS DISCOVERY INC 587,141 $6,728,643 934423104 COMMON STOCK
ACAD ACADIA PHARMACEUTICALS INC 310,311 $6,693,407 004225108 COMMON STOCK
FDIS FIDELITY CON DISCRET ETF 70,644 $6,645,574 316092204 ETF
IHI ISHARES U.S. MEDICAL DEVICES ETF 105,924 $6,635,106 464288810 ETF
STAG STAG INDUSTRIAL INC 182,502 $6,621,174 85254J102 COMMON STOCK
CVS CVS HEALTH CORP 94,115 $6,492,099 126650100 COMMON STOCK
VTI VANGUARD TOTAL STOCK MKT ETF 20,904 $6,353,647 922908769 ETF
GM GENERAL MOTORS CO 125,806 $6,190,960 37045V100 COMMON STOCK
XHR XENIA HOTELS & RESORTS INC 489,878 $6,157,765 984017103 COMMON STOCK
SFBS SERVISFIRST BANCSHARES INC 78,031 $6,048,181 81768T108 COMMON STOCK
MU MICRON TECHNOLOGY INC 48,935 $6,031,247 595112103 COMMON STOCK
DVAX DYNAVAX TECHNOLOGIES CORP 607,289 $6,024,305 268158201 COMMON STOCK
ANSS ANSYS INC 17,075 $5,997,428 03662Q105 COMMON STOCK
CHD CHURCH & DWIGHT CO INC 62,373 $5,994,683 171340102 COMMON STOCK
EXR EXTRA SPACE STORAGE INC 39,115 $5,767,249 30225T102 COMMON STOCK
DIS WALT DISNEY CO/THE 46,179 $5,726,785 254687106 COMMON STOCK
SUSB ISHARES ESG AWARE 1-5 YEAR USD ETF 226,945 $5,712,204 46435G243 ETF
MO ALTRIA GROUP INC 97,389 $5,709,924 02209S103 COMMON STOCK
KMB KIMBERLY-CLARK CORP 43,669 $5,629,834 494368103 COMMON STOCK
EPRT ESSENTIAL PROPERTIES REALTY 174,964 $5,583,132 29670E107 COMMON STOCK
PEB PEBBLEBROOK HOTEL TRUST 557,199 $5,566,424 70509V100 COMMON STOCK
COO COOPER COS INC/THE 77,990 $5,549,793 216648501 COMMON STOCK
ESGD ISHARES ESG AWARE EAFE ETF 61,130 $5,454,037 46435G516 ETF
IBM INTL BUSINESS MACHINES CORP 18,301 $5,394,930 459200101 COMMON STOCK
HXL HEXCEL CORP 94,854 $5,358,301 428291108 COMMON STOCK
UTHR UNITED THERAPEUTICS CORP 18,593 $5,342,778 91307C102 COMMON STOCK
XLE ENERGY SELECT SECTOR SPDR 62,981 $5,341,463 81369Y506 COMMON STOCK
WST WEST PHARMACEUTICAL SERVICES 24,338 $5,325,337 955306105 COMMON STOCK
FRT FEDERAL REALTY INVS TRUST 55,743 $5,295,084 313745101 COMMON STOCK
FR FIRST INDUSTRIAL REALTY TR 108,665 $5,230,046 32054K103 COMMON STOCK
FORM FORMFACTOR INC 151,239 $5,204,132 346375108 COMMON STOCK
NNN NNN REIT INC 120,269 $5,193,231 637417106 COMMON STOCK
BNL BROADSTONE NET LEASE INC 318,032 $5,104,415 11135E203 COMMON STOCK
MORN MORNINGSTAR INC 16,141 $5,067,148 617700109 COMMON STOCK
WYNN WYNN RESORTS LTD 53,663 $5,026,657 983134107 COMMON STOCK
CMCO COLUMBUS MCKINNON CORP/NY 327,883 $5,006,772 199333105 COMMON STOCK
SNPS SYNOPSYS INC 9,593 $4,918,626 871607107 COMMON STOCK
ATR APTARGROUP INC 31,362 $4,905,983 038336103 COMMON STOCK
FANG DIAMONDBACK ENERGY INC 35,610 $4,892,892 25278X109 COMMON STOCK
DHI DR HORTON INC 37,810 $4,874,545 23331A109 COMMON STOCK
NICE NICE LTD - SPON ADR 28,332 $4,785,580 653656108 SPONSORED ADR
MEG MONTROSE ENVIRONMENTAL GROUP 218,541 $4,783,862 615111101 COMMON STOCK
SUB ISHARES SHORT-TERM NATIONAL 44,711 $4,754,581 464288158 ETF
CHE CHEMED CORP 9,762 $4,753,412 16359R103 COMMON STOCK
WMS ADVANCED DRAINAGE SYSTEMS IN 40,651 $4,669,172 00790R104 COMMON STOCK
E ENI SPA-SPONSORED ADR 143,622 $4,656,235 26874R108 SPONSORED ADR
UBER UBER TECHNOLOGIES INC 49,656 $4,632,960 90353T100 COMMON STOCK
SPTS SPDR PORT SHRT TRM TRSRY 153,295 $4,490,018 78468R101 ETF
GE GENERAL ELECTRIC CO 17,394 $4,477,243 369604301 COMMON STOCK
CRGY CRESCENT ENERGY INC-A 514,001 $4,420,408 44952J104 COMMON STOCK
BND VANGUARD TOTAL BOND MARKET 58,964 $4,341,532 921937835 COMMON STOCK
VMBS VANGUARD MORTGAGE-BACKED SEC ETF 92,482 $4,285,633 92206C771 ETF
MTB M & T BANK CORP 22,080 $4,283,469 55261F104 COMMON STOCK
VUG VANGUARD GROWTH ETF 9,708 $4,256,217 922908736 ETF
GIS GENERAL MILLS INC 82,135 $4,255,455 370334104 COMMON STOCK
DFIN DONNELLEY FINANCIAL SOLUTION 68,204 $4,204,776 25787G100 COMMON STOCK
IVV ISHARES CORE S&P 500 ETF 6,765 $4,201,010 464287200 ETF
FDS FACTSET RESEARCH SYSTEMS INC 9,313 $4,165,603 303075105 COMMON STOCK
FSLR FIRST SOLAR INC 25,124 $4,159,068 336433107 COMMON STOCK
VIAV VIAVI SOLUTIONS INC 410,990 $4,138,667 925550105 COMMON STOCK
XLK TECHNOLOGY SELECT SECT SPDR 16,299 $4,127,501 81369Y803 ETF
MGM MGM RESORTS INTERNATIONAL 119,189 $4,098,922 552953101 COMMON STOCK
EC ECOPETROL SA-SPONSORED ADR 456,819 $4,042,847 279158109 SPONSORED ADR
ACN ACCENTURE PLC IRELAND 13,452 $4,020,813 G1151C101 COMMON STOCK
WS WORTHINGTON STEEL INC 132,809 $3,961,691 982104101 COMMON STOCK
MGK VANGUARD MEGA CAP GROWTH ETF 10,698 $3,917,507 921910816 ETF
IGOV ISHARES INTERNATIONAL TREASURY ETF 89,606 $3,862,018 464288117 ETF
IGIB ISHARES 5-10Y INV GRADE CORP ETF 71,741 $3,823,087 464288638 ETF
SPY SPDR S&P 500 ETF TRUST 6,150 $3,800,040 78462F103 ETF
XLF FINANCIAL SELECT SECTOR SPDR 71,531 $3,746,098 81369Y605 COMMON STOCK
LEN LENNAR CORP-A 33,414 $3,695,958 526057104 COMMON STOCK
HLN HALEON PLC-ADR 354,041 $3,671,410 405552100 SPONSORED ADR
PB PROSPERITY BANCSHARES INC 52,155 $3,663,421 743606105 COMMON STOCK
VTEB VANGUARD TAX-EXEMPT BOND ETF 73,853 $3,621,039 922907746 ETF
VZ VERIZON COMMUNICATIONS INC 83,102 $3,595,843 92343V104 COMMON STOCK
XLG INVESCO S&P 500 TOP 50 ETF 67,962 $3,540,823 46137V233 ETF
INTC INTEL CORP 157,697 $3,532,417 458140100 COMMON STOCK
CCEP COCA-COLA EUROPACIFIC PARTNE 37,896 $3,513,802 G25839104 COMMON STOCK
ADC AGREE REALTY CORP 48,069 $3,511,921 008492100 COMMON STOCK
CFG CITIZENS FINANCIAL GROUP 78,078 $3,493,996 174610105 COMMON STOCK
LMT LOCKHEED MARTIN CORP 7,531 $3,488,261 539830109 COMMON STOCK
T AT&T INC 120,412 $3,484,735 00206R102 COMMON STOCK
BTI BRITISH AMERICAN TOBACCO PLC 72,255 $3,419,873 110448107 SPONSORED ADR
EWA ISHARES MSCI AUSTRALIA ETF 129,527 $3,409,162 464286103 ETF
SPMB SPDR PORTFOLIO S&P 400 MID CAP ETF 147,312 $3,255,594 78464A383 ETF
MPC MARATHON PETROLEUM CORP 18,780 $3,119,570 56585A102 COMMON STOCK
VCTR VICTORY CAPITAL HOLDING - A 48,926 $3,115,118 92645B103 COMMON STOCK
SPGI S&P GLOBAL INC 5,906 $3,114,431 78409V104 COMMON STOCK
CBRE CBRE GROUP INC - A 22,205 $3,111,454 12504L109 COMMON STOCK
CWST CASELLA WASTE SYSTEMS INC-A 26,581 $3,066,914 147448104 COMMON STOCK
BOTZ GLOBAL X ROBOTICS & ARTIFICI 93,733 $3,060,419 37954Y715 COMMON STOCK
STLD STEEL DYNAMICS INC 23,695 $3,033,195 858119100 COMMON STOCK
INN SUMMIT HOTEL PROPERTIES INC 575,427 $2,928,923 866082100 COMMON STOCK
PSMT PRICESMART INC 27,531 $2,891,856 741511109 COMMON STOCK
ATRO ASTRONICS CORP 86,301 $2,889,356 046433108 COMMON STOCK
ROP ROPER TECHNOLOGIES INC 5,086 $2,883,081 776696106 COMMON STOCK
KNSA KINIKSA PHARMACEUTICALS INTL 102,259 $2,829,506 G52694109 COMMON STOCK
PM PHILIP MORRIS INTERNATIONAL 15,463 $2,816,401 718172109 COMMON STOCK
VRT VERTIV HOLDINGS CO-A 21,766 $2,795,045 92537N108 COMMON STOCK
IWF ISHARES RUSSELL 1000 GROWTH 6,401 $2,718,014 464287614 COMMON STOCK
GPN GLOBAL PAYMENTS INC 32,894 $2,632,883 37940X102 COMMON STOCK
AOS SMITH (A.O.) CORP 40,144 $2,632,240 831865209 COMMON STOCK
SHOP SHOPIFY INC - CLASS A 22,352 $2,578,363 82509L107 COMMON STOCK
ROST ROSS STORES INC 19,781 $2,523,698 778296103 COMMON STOCK
PGR PROGRESSIVE CORP 9,236 $2,464,814 743315103 COMMON STOCK
CPF CENTRAL PACIFIC FINANCIAL CO 85,866 $2,406,823 154760409 COMMON STOCK
REXR REXFORD INDUSTRIAL REALTY IN 66,786 $2,375,582 76169C100 COMMON STOCK
LASR NLIGHT INC 120,190 $2,365,339 65487K100 COMMON STOCK
THFF FIRST FINANCIAL CORP/INDIANA 43,386 $2,351,087 320218100 COMMON STOCK
REGN REGENERON PHARMACEUTICALS 4,353 $2,285,343 75886F107 COMMON STOCK
ANET ARISTA NETWORKS INC 22,311 $2,282,684 040413205 COMMON STOCK
GEV GE VERNOVA INC 4,211 $2,228,742 36828A101 COMMON STOCK
VIS VANGUARD INDUSTRIALS ETF 7,847 $2,197,708 92204A603 ETF
WDS WOODSIDE ENERGY GROUP-ADR 141,702 $2,186,468 980228308 SPONSORED ADR
ITA ISHARES U.S. AEROSPACE & DEF 11,586 $2,185,687 464288760 ETF
DXPE DXP ENTERPRISES INC 24,759 $2,170,146 233377407 COMMON STOCK
CMCSA COMCAST CORP 60,619 $2,163,511 20030N101 COMMON STOCK
INVX INNOVEX INTERNATIONAL INC 135,475 $2,116,118 457651107 COMMON STOCK
VLO VALERO ENERGY CORP 15,581 $2,094,488 91913Y100 COMMON STOCK
SCL STEPAN CO 38,360 $2,093,688 858586100 COMMON STOCK
EFA ISHARES MSCI EAFE ETF 23,281 $2,081,169 464287465 ETF
INCY INCYTE CORP 29,922 $2,037,753 45337C102 COMMON STOCK
NR NEWPARK RESOURCES INC 239,286 $2,036,323 651718504 COMMON STOCK
SOXX ISHARES SEMICONDUCTOR ETF 8,515 $2,032,638 464287523 ETF
BBW BUILD-A-BEAR WORKSHOP INC 39,331 $2,027,905 120076104 COMMON STOCK
STC STEWART INFORMATION SERVICES 31,066 $2,022,396 860372101 COMMON STOCK
OPY OPPENHEIMER HOLDINGS-CL A 30,709 $2,019,730 683797104 COMMON STOCK
MSCI MSCI INC 3,478 $2,006,038 55354G100 COMMON STOCK
EXEL EXELIXIS INC 44,830 $1,975,910 30161Q104 COMMON STOCK
EXPE EXPEDIA GROUP INC 11,691 $1,972,059 30212P303 COMMON STOCK
IWB ISHARES RUSSELL 1000 ETF 5,785 $1,965,034 464287622 ETF
MTW MANITOWOC COMPANY INC 163,163 $1,961,218 563571405 COMMON STOCK
BJRI BJ'S RESTAURANTS INC 43,754 $1,951,428 09180C106 COMMON STOCK
ABEV AMBEV SA-ADR 805,384 $1,940,976 02319V103 SPONSORED ADR
VTV VANGUARD VALUE ETF 10,905 $1,927,526 922908744 ETF
OSBC OLD SECOND BANCORP INC 108,023 $1,916,328 680277100 COMMON STOCK
XME SPDR S&P METALS & MINING ETF 28,288 $1,901,538 78464A755 ETF
TGT TARGET CORP 19,223 $1,896,414 87612E106 COMMON STOCK
CL COLGATE-PALMOLIVE CO 20,789 $1,889,726 194162103 COMMON STOCK
SCHD SCHWAB US DVD EQUITY ETF 71,084 $1,883,754 808524797 ETF
QCRH QCR HOLDINGS INC 27,678 $1,879,336 74727A104 COMMON STOCK
WFC WELLS FARGO & CO 22,960 $1,839,624 949746101 COMMON STOCK
GABC GERMAN AMERICAN BANCORP 47,557 $1,831,420 373865104 COMMON STOCK
TSN TYSON FOODS INC-CL A 32,639 $1,825,849 902494103 COMMON STOCK
CPRX CATALYST PHARMACEUTICALS INC 83,137 $1,804,078 14888U101 COMMON STOCK
GD GENERAL DYNAMICS CORP 6,145 $1,792,471 369550108 COMMON STOCK
USIG ISHARES BROAD USD INVESTMENT 34,845 $1,792,446 464288620 ETF
WM WASTE MANAGEMENT INC 7,684 $1,758,419 94106L109 COMMON STOCK
VTLE VITAL ENERGY INC 108,301 $1,742,562 516806205 COMMON STOCK
NGG NATIONAL GRID PLC-SP ADR 23,153 $1,722,856 636274409 SPONSORED ADR
HRL HORMEL FOODS CORP 56,940 $1,722,446 440452100 COMMON STOCK
CCNE CNB FINANCIAL CORP/PA 75,175 $1,718,500 126128107 COMMON STOCK
TGI TRIUMPH GROUP INC 65,696 $1,691,672 896818101 COMMON STOCK
ADP AUTOMATIC DATA PROCESSING 5,477 $1,689,336 053015103 COMMON STOCK
GRC GORMAN-RUPP CO 45,626 $1,675,386 383082104 COMMON STOCK
DVN DEVON ENERGY CORP 52,524 $1,670,802 25179M103 COMMON STOCK
MDXG MIMEDX GROUP INC 273,002 $1,668,042 602496101 COMMON STOCK
GLD SPDR GOLD SHARES 5,442 $1,659,121 78463V107 ETF
KEY KEYCORP 94,676 $1,649,269 493267108 COMMON STOCK
SHBI SHORE BANCSHARES INC 103,396 $1,625,385 825107105 COMMON STOCK
VXUS VANGUARD TOTAL INTL STOCK 23,506 $1,624,086 921909768 ETF
PEBO PEOPLES BANCORP INC 52,743 $1,610,771 709789101 COMMON STOCK
MMM 3M CO 10,575 $1,610,025 88579Y101 COMMON STOCK
ALNT ALLIENT INC 44,248 $1,606,644 019330109 COMMON STOCK
QRVO QORVO INC 18,641 $1,582,845 74736K101 COMMON STOCK
EL ESTEE LAUDER COMPANIES INC 19,582 $1,582,302 518439104 COMMON STOCK
TXN TEXAS INSTRUMENTS INC 7,611 $1,580,321 882508104 COMMON STOCK
SBSI SOUTHSIDE BANCSHARES INC 53,638 $1,578,565 84470P109 COMMON STOCK
IEFA ISHARES CORE MSCI EAFE ETF 18,762 $1,566,368 46432F842 ETF
QQQM INVESCO NASDAQ 100 ETF 6,890 $1,564,811 46138G649 ETF
KWEB KRANESHARES CSI CHINA INTERNET ETF 45,471 $1,561,021 500767306 ETF
PLD PROLOGIS INC 14,820 $1,557,942 74340W103 COMMON STOCK
RSG REPUBLIC SERVICES INC 6,217 $1,533,276 760759100 COMMON STOCK
TAK TAKEDA PHARMACEUTIC-SP ADR 98,635 $1,524,901 874060205 SPONSORED ADR
SPTI SPDR PORT INT TREASURY TERM 52,550 $1,511,863 78464A672 ETF
IBND SPDR BLOOMBERG INT CORP BD ETF 46,234 $1,506,765 78464A151 ETF
RVTY REVVITY INC 15,560 $1,505,056 714046109 COMMON STOCK
NEE NEXTERA ENERGY INC 21,605 $1,499,874 65339F101 COMMON STOCK
MFG MIZUHO FINANCIAL GROUP-ADR 266,074 $1,479,373 60687Y109 SPONSORED ADR
DAR DARLING INGREDIENTS INC 38,849 $1,473,950 237266101 COMMON STOCK
BRK/A BERKSHIRE HATHAWAY INC-CL A 2 $1,457,600 084670108 COMMON STOCK
WTI W&T OFFSHORE INC 882,842 $1,456,688 92922P106 COMMON STOCK
HWM HOWMET AEROSPACE INC 7,817 $1,455,023 443201108 COMMON STOCK
MHO M/I HOMES INC 12,975 $1,454,756 55305B101 COMMON STOCK
ATEN A10 NETWORKS INC 74,940 $1,450,089 002121101 COMMON STOCK
DAWN DAY ONE BIOPHARMACEUTICALS I 221,983 $1,442,889 23954D109 COMMON STOCK
PDM PIEDMONT OFFICE REALTY TRU-A 196,868 $1,435,172 720190206 COMMON STOCK
XOP SPDR S&P OIL & GAS EXP & PR 11,379 $1,431,499 78468R556 ETF
CRWD CROWDSTRIKE HOLDINGS INC 2,791 $1,421,916 22788C105 COMMON STOCK
OBK ORIGIN BANCORP INC 39,717 $1,419,485 68621T102 COMMON STOCK
IQV IQVIA HOLDINGS INC 8,950 $1,410,491 46266C105 COMMON STOCK
VSEC VSE CORP 10,693 $1,400,569 918284100 COMMON STOCK
HY HYSTER-YALE INC 35,149 $1,398,227 449172105 COMMON STOCK
BN BROOKFIELD CORP 22,447 $1,388,383 11271J107 COMMON STOCK
HUN HUNTSMAN CORP 132,503 $1,380,681 447011107 COMMON STOCK
GRMN GARMIN LTD 6,509 $1,358,700 H2906T109 COMMON STOCK
EWT ISHARES MSCI TAIWAN ETF 23,468 $1,347,088 46434G772 ETF
PPH VANECK PHARMACEUTICAL ETF 15,001 $1,319,494 92189F692 ETF
SUZ SUZANO SA - SPON ADR 140,222 $1,319,489 86959K105 SPONSORED ADR
IVW ISHARES S&P 500 GROWTH ETF 11,982 $1,319,252 464287309 ETF
LVS LAS VEGAS SANDS CORP 30,299 $1,318,329 517834107 COMMON STOCK
PCTY PAYLOCITY HOLDING CORP 7,268 $1,316,888 70438V106 COMMON STOCK
ANAB ANAPTYSBIO INC 58,899 $1,307,557 032724106 COMMON STOCK
ASIX ADVANSIX INC 54,827 $1,302,146 00773T101 COMMON STOCK
SCHG SCHWAB US LARGE-CAP GROWTH 44,493 $1,299,664 808524300 ETF
PYPL PAYPAL HOLDINGS INC 17,415 $1,294,312 70450Y103 COMMON STOCK
GLOB GLOBANT S A 14,162 $1,286,533 L44385109 COMMON STOCK
WT WISDOMTREE INC 111,643 $1,285,010 97717P104 COMMON STOCK
SYNA SYNAPTICS INC 19,734 $1,279,169 87157D109 COMMON STOCK
FMBH FIRST MID BANCSHARES INC 34,062 $1,276,984 320866106 COMMON STOCK
TITN TITAN MACHINERY INC 64,306 $1,273,901 88830R101 COMMON STOCK
VLTO VERALTO CORP 12,492 $1,261,109 92338C103 COMMON STOCK
SITC SITE CTRS CORP 110,813 $1,253,294 82981J851 COMMON STOCK
CLDT CHATHAM LODGING TRUST 178,172 $1,241,857 16208T102 COMMON STOCK
PANW PALO ALTO NETWORKS INC 6,054 $1,239,024 697435105 COMMON STOCK
FILL ISHARES MSCI GLOBAL ENERGY PROD ETF 52,067 $1,234,768 464286343 ETF
IJH ISHARES CORE S&P MIDCAP ETF 19,889 $1,233,532 464287507 ETF
PLTR PALANTIR TECHNOLOGIES INC-A 9,038 $1,232,099 69608A108 COMMON STOCK
OIS OIL STATES INTERNATIONAL INC 225,704 $1,209,773 678026105 COMMON STOCK
MOFG MIDWESTONE FINANCIAL GROUP I 41,897 $1,205,376 598511103 COMMON STOCK
BSRR SIERRA BANCORP 40,598 $1,205,354 82620P102 COMMON STOCK
BMRC BANK OF MARIN BANCORP/CA 52,427 $1,197,432 063425102 COMMON STOCK
F FORD MOTOR CO 110,169 $1,195,334 345370860 COMMON STOCK
EXPD EXPEDITORS INTL WASH INC 10,429 $1,191,610 302130109 COMMON STOCK
CB CHUBB LIMITED 4,100 $1,188,035 H1467J104 COMMON STOCK
GILD GILEAD SCIENCES INC 10,700 $1,186,331 375558103 COMMON STOCK
GGB GERDAU S.A 404,981 $1,182,544 373737105 COMMON STOCK
NIC NICOLET BANKSHARES INC 9,574 $1,182,201 65406E102 COMMON STOCK
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 11,702 $1,178,369 46436E718 ETF
PFBC PREFERRED BANK/LOS ANGELES 13,579 $1,175,207 740367404 COMMON STOCK
MBOX EA SERIES TRUST FREEDOM DAY 35,000 $1,174,670 02072L847 ETF
SMTC SEMTECH CORP 25,780 $1,163,751 816850101 COMMON STOCK
BIDU BAIDU INC 13,559 $1,162,888 056752108 COMMON STOCK
TNGX TANGO THERAPEUTICS INC 224,077 $1,147,274 87583X109 COMMON STOCK
MAR MARRIOTT INTERNATIONAL 4,147 $1,133,018 571903202 COMMON STOCK
AROC ARCHROCK INC 45,618 $1,132,696 03957W106 COMMON STOCK
RYI RYERSON HOLDING CORP 51,673 $1,114,586 783754104 COMMON STOCK
SPIB SPDR PORT INT CORP BOND ETF 32,551 $1,093,068 78464A375 ETF
OKE ONEOK INC 13,369 $1,091,327 682680103 COMMON STOCK
MCO MOODY'S CORP 2,172 $1,089,950 615369105 COMMON STOCK
FNCL FIDELITY FINANCIALS ETF 14,705 $1,088,768 316092501 ETF
MBCN MIDDLEFIELD BANC CORP 35,072 $1,056,017 596304204 COMMON STOCK
BZH BEAZER HOMES USA INC 47,090 $1,053,403 07556Q881 COMMON STOCK
XRT SPDR S&P RETAIL ETF 13,548 $1,044,061 78464A714 ETF
PWB INVESCO LARGE CAP GROWTH ETF 8,877 $1,042,514 46137V746 ETF
HCKT HACKETT GROUP INC/THE 40,693 $1,034,415 404609109 COMMON STOCK
VSH VISHAY INTERTECHNOLOGY INC 64,913 $1,030,827 928298108 COMMON STOCK
CPSS CONSUMER PORTFOLIO SERVICES 102,377 $1,006,365 210502100 COMMON STOCK
VDE VANGUARD ENERGY ETF 8,233 $980,750 92204A306 ETF
PEG PUBLIC SERVICE ENTERPRISE GP 11,633 $979,311 744573106 COMMON STOCK
APEI AMERICAN PUBLIC EDUCATION 32,130 $978,679 02913V103 COMMON STOCK
NIO NIO INC - ADR 280,801 $963,149 62914V106 SPONSORED ADR
BPMC BLUEPRINT MEDICINES CORP 7,459 $956,093 09627Y109 COMMON STOCK
RCL ROYAL CARIBBEAN GROUP 3,044 $953,317 V7780T103 COMMON STOCK
ESS ESSEX PROPERTY TRUST INC 3,342 $947,237 297178105 COMMON STOCK
UHS UNIVERSAL HEALTH SERVICES-B 5,212 $944,296 913903100 COMMON STOCK
PDFS PDF SOLUTIONS INC 43,679 $933,857 693282105 COMMON STOCK
PSX PHILLIPS 66 7,720 $921,081 718546104 COMMON STOCK
KR KROGER CO 12,751 $914,697 501044101 COMMON STOCK
RS RELIANCE INC 2,892 $908,087 759509102 COMMON STOCK
CI THE CIGNA GROUP 2,741 $906,388 125523100 COMMON STOCK
ZYME ZYMEWORKS INC 71,979 $903,335 98985Y108 COMMON STOCK
MOV MOVADO GROUP INC 59,013 $899,948 624580106 COMMON STOCK
SPSK SP FUNDS DOW JONES GLOBAL SU 48,129 $876,909 886364702 ETF
TDY TELEDYNE TECHNOLOGIES INC 1,702 $872,201 879360105 COMMON STOCK
SPLG SPDR PORTFOLIO S&P 500 ETF 11,875 $863,264 78464A854 ETF
PNC PNC FINANCIAL SERVICES GROUP 4,593 $856,326 693475105 COMMON STOCK
CEG CONSTELLATION ENERGY 2,648 $854,916 21037T109 COMMON STOCK
VNOM VIPER ENERGY INC 22,223 $847,400 927959106 COMMON STOCK
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 14,109 $847,010 46434G103 ETF
SPDW SPDR PORTFOLIO DEVELOPED WOR 20,403 $826,139 78463X889 ETF
VIG VANGUARD DIVIDEND APPREC ETF 4,015 $821,846 921908844 ETF
IWY ISHARES RUSSELL TOP 200 GROW 3,329 $820,655 464289438 ETF
AFL AFLAC INC 7,709 $813,053 001055102 COMMON STOCK
VRNT VERINT SYSTEMS INC 41,214 $810,678 92343X100 COMMON STOCK
COGT COGENT BIOSCIENCES INC 110,908 $796,319 19240Q201 COMMON STOCK
XMHQ INVESCO S&P MIDCAP QUAL ETF 8,003 $786,214 46137V472 ETF
BX BLACKSTONE INC 5,235 $783,181 09260D107 COMMON STOCK
G GENPACT LIMITED 17,646 $776,622 G3922B107 COMMON STOCK
REPL REPLIMUNE GROUP INC 81,949 $761,306 76029N106 COMMON STOCK
COWZ PACER US CASH COWS 100 ETF 13,734 $756,794 69374H881 ETF
EWP ISHARES MSCI SPAIN ETF 17,188 $756,787 464286764 ETF
DECK DECKERS OUTDOOR CORP 7,330 $755,502 243537107 COMMON STOCK
NX QUANEX BUILDING PRODUCTS 39,946 $754,979 747619104 COMMON STOCK
QUAL ISHARES MSCI USA QUALITY FAC 4,115 $752,461 46432F339 ETF
MCK MCKESSON CORP 1,018 $746,256 58155Q103 COMMON STOCK
BMRN BIOMARIN PHARMACEUTICAL INC 13,545 $744,581 09061G101 COMMON STOCK
CF CF INDUSTRIES HOLDINGS INC 8,072 $742,648 125269100 COMMON STOCK
IXG ISHARES GLOBAL FINANCIALS ETF 6,680 $740,277 464287333 ETF
MSI MOTOROLA SOLUTIONS INC 1,742 $732,781 620076307 COMMON STOCK
IJR ISHARES CORE S&P SMALL-CAP E 6,583 $719,542 464287804 ETF
CPB CAMPBELL SOUP CO 23,432 $718,208 134429109 COMMON STOCK
RCUS ARCUS BIOSCIENCES INC 88,163 $717,646 03969F109 COMMON STOCK
IWM ISHARES RUSSELL 2000 ETF 3,317 $715,870 464287655 ETF
CLX CLOROX COMPANY 5,951 $714,551 189054109 COMMON STOCK
YUMC YUM CHINA HOLDINGS INC 15,687 $701,365 98850P109 COMMON STOCK
BJ BJ'S WHOLESALE CLUB HOLDINGS 6,445 $694,978 05550J101 COMMON STOCK
AXON AXON ENTERPRISE INC 816 $675,993 05464C101 COMMON STOCK
DUK DUKE ENERGY CORP 5,702 $672,840 26441C204 COMMON STOCK
LHX L3HARRIS TECHNOLOGIES INC 2,662 $667,935 502431109 COMMON STOCK
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 9,801 $658,842 922042775 ETF
FHLC FIDELITY HEALTH CARE ETF 10,235 $654,582 316092600 ETF
MDLZ MONDELEZ INTERNATIONAL INC 9,620 $648,838 609207105 COMMON STOCK
CTAS CINTAS CORP 2,891 $644,455 172908105 COMMON STOCK
SCHX SCHWAB US LARGE-CAP ETF 26,275 $642,163 808524201 ETF
TVTX TRAVERE THERAPEUTICS INC 43,182 $639,093 89422G107 COMMON STOCK
EFV ISHARES MSCI EAFE VALUE ETF 9,949 $631,598 464288877 ETF
VNQ VANGUARD REAL ESTATE ETF 7,088 $631,332 922908553 ETF
IAU ISHARES GOLD TRUST 10,087 $629,076 464285204 ETF
OXY OCCIDENTAL PETROLEUM CORP 14,910 $626,408 674599105 COMMON STOCK
BK BANK OF NEW YORK MELLON CORP 6,843 $623,500 064058100 COMMON STOCK
VYM VANGUARD HIGH DVD YIELD ETF 4,668 $622,345 921946406 ETF
SKYW SKYWEST INC 6,008 $618,668 830879102 COMMON STOCK
PWZ INVESCO CALIFORNIA AMT-FREE MUNI ETF 26,000 $606,840 46138E206 ETF
VONG VANGUARD RUSSELL 1000 GROWTH ETF 5,534 $604,376 92206C680 ETF
ALL ALLSTATE CORP 2,998 $603,537 020002101 COMMON STOCK
AMCR AMCOR PLC 65,186 $599,063 G0250X107 COMMON STOCK
ES EVERSOURCE ENERGY 9,324 $593,230 30040W108 COMMON STOCK
YELP YELP INC 17,229 $590,437 985817105 COMMON STOCK
TIP ISHARES TIPS BOND ETF 5,362 $590,096 464287176 ETF
ALC ALCON AG 6,668 $588,673 H01301128 COMMON STOCK
ADI ANALOG DEVICES INC 2,469 $587,819 032654105 COMMON STOCK
EPD ENTERPRISE PRODUCTS PARTNERS 18,921 $586,749 293792107 COMMON STOCK
CTVA CORTEVA INC 7,866 $586,289 22052L104 COMMON STOCK
IWD ISHARES RUSSELL 1000 VALUE ETF 3,004 $583,643 464287598 ETF
CBON VANECK CHINA BOND ETF 25,951 $580,783 92189F379 ETF
IART INTEGRA LIFESCIENCES HOLDING 47,198 $579,118 457985208 COMMON STOCK
JAAA JANUS HENDERSON AAA CLO ETF 11,286 $572,798 47103U845 ETF
SCHB SCHWAB US BROAD MARKET ETF 23,966 $571,129 808524102 ETF
ITOS ITEOS THERAPEUTICS INC 55,722 $555,548 46565G104 COMMON STOCK
MXI ISHARES GLOBAL MATERIALS ETF 6,401 $547,125 464288695 ETF
FUN SIX FLAGS ENTERTAINMENT CORP 17,616 $536,072 83001C108 COMMON STOCK
BBLU EA BRIDGEWAY BLUE CHIP ETF 38,588 $530,749 02072L714 ETF
GLW CORNING INC 9,959 $523,777 219350105 COMMON STOCK
AEP AMERICAN ELECTRIC POWER 5,045 $523,501 025537101 COMMON STOCK
DIA SPDR DJIA TRUST 1,187 $523,267 78467X109 ETF
IRM IRON MOUNTAIN INC 5,065 $519,607 46284V101 COMMON STOCK
VCR VANGUARD CONSUMER DISCRE ETF 1,428 $517,742 92204A108 ETF
IEV ISHARES EUROPE ETF 8,176 $517,132 464287861 ETF
IONQ IONQ INC 12,031 $516,974 46222L108 COMMON STOCK
IBKR INTERACTIVE BROKERS GRO-CL A 9,130 $505,944 45841N107 COMMON STOCK
WY WEYERHAEUSER CO 19,640 $504,573 962166104 COMMON STOCK
VO VANGUARD MID-CAP ETF 1,800 $503,818 922908629 ETF
EFG ISHARES MSCI EAFE GROWTH ETF 4,422 $495,370 464288885 ETF
TRV TRAVELERS COS INC 1,834 $490,803 89417E109 COMMON STOCK
VBR VANGUARD SMALL-CAP VALUE ETF 2,491 $485,818 922908611 ETF
IWX ISHARES RUSSELL TOP 200 VALU 5,720 $481,566 464289420 ETF
DFAX DIMENSIONAL WORLD EX US CORE 16,393 $481,481 25434V880 ETF
VXF VANGUARD EXTENDED MARKET ETF 2,446 $471,394 922908652 ETF
MET METLIFE INC 5,826 $468,570 59156R108 COMMON STOCK
IYW ISHARES USTECHNOLOGY ETF 2,644 $458,167 464287721 ETF
FICO FAIR ISAAC CORP 250 $457,958 303250104 COMMON STOCK
XBAP INNOVATOR US EQY ACCEL 9 BUF 12,439 $457,008 45783Y301 ETF
VV VANGUARD LARGE-CAP ETF 1,596 $455,338 922908637 ETF
SHW SHERWIN-WILLIAMS CO 1,319 $453,220 824348106 COMMON STOCK
LNG CHENIERE ENERGY INC 1,860 $453,146 16411R208 COMMON STOCK
GOVT ISHARES US TREASURY BOND ETF 19,637 $451,264 46429B267 ETF
ERNZ ELEVATION SERIES TRUST TRUESHA 19,743 $448,857 210322723 ETF
BNDX VANGUARD TOTAL INTL BOND ETF 9,055 $448,353 92203J407 ETF
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 4,864 $446,238 78468R663 ETF
IDHQ INVESCO S&P INTERNATIONAL DE 13,414 $442,393 46138E214 ETF
HOLX HOLOGIC INC 6,758 $440,361 436440101 COMMON STOCK
PSN PARSONS CORP 6,080 $436,361 70202L102 COMMON STOCK
LH LABCORP HOLDINGS INC 1,660 $435,858 504922105 COMMON STOCK
APD AIR PRODUCTS & CHEMICALS INC 1,541 $434,884 009158106 COMMON STOCK
DGRW WISDOMTREE U.S. QUALITY DIVI 5,179 $433,744 97717X669 ETF
VB VANGUARD SMALL-CAP ETF 1,814 $430,005 922908751 ETF
FSTA FIDELITY CON STAPLES ETF 8,375 $428,384 316092303 ETF
VWO VANGUARD FTSE EMERGING MARKET ETF 8,530 $421,934 922042858 ETF
GWW WW GRAINGER INC 402 $418,928 384802104 COMMON STOCK
TK TEEKAY CORPORATION LTD 50,600 $417,450 G8726T105 COMMON STOCK
APH AMPHENOL CORP 4,177 $412,566 032095101 COMMON STOCK
WAB WABTEC CORP 1,960 $410,574 929740108 COMMON STOCK
ZBH ZIMMER BIOMET HOLDINGS INC 4,490 $409,540 98956P102 COMMON STOCK
SQ BLOCK INC 6,018 $408,814 852234103 COMMON STOCK
PAYX PAYCHEX INC 2,794 $406,459 704326107 COMMON STOCK
ZTS ZOETIS INC 2,600 $405,533 98978V103 COMMON STOCK
ARCC ARES CAPITAL CORP 18,411 $404,309 04010L103 COMMON STOCK
TDG TRANSDIGM GROUP INC 265 $403,790 893641100 COMMON STOCK
TMUS T-MOBILE US INC 1,682 $400,801 872590104 COMMON STOCK
CPT CAMDEN PROPERTY TRUST 3,549 $399,962 133131102 COMMON STOCK
FNDF SCHWAB FNDMN INTL LRG CO ETF 9,983 $399,532 808524755 ETF
LEMB ISHARES JP MORGAN EM LOCAL CURR ETF 9,872 $398,730 464286517 ETF
CTRA COTERRA ENERGY INC 15,612 $396,244 127097103 COMMON STOCK
VOT VANGUARD MID-CAP GROWTH ETF 1,380 $392,494 922908538 ETF
IVE ISHARES S&P 500 VALUE ETF 1,989 $388,749 464287408 ETF
EWQ ISHARES MSCI FRANCE ETF 8,911 $381,422 464286707 ETF
VDC VANGUARD CONSUMER STAPLE ETF 1,734 $379,879 92204A207 ETF
HES HESS CORP 2,740 $379,634 42809H107 COMMON STOCK
DOX AMDOCS LTD 4,158 $379,453 G02602103 COMMON STOCK
ENB ENBRIDGE INC 8,349 $378,390 29250N105 COMMON STOCK
SPTM SPDR PORTFOLIO S&P 1500 COMP ETF 5,035 $377,091 78464A805 ETF
MMC MARSH & MCLENNAN COS 1,718 $375,644 571748102 COMMON STOCK
MKL MARKEL GROUP INC 185 $371,409 570535104 COMMON STOCK
TEL TE CONNECTIVITY PLC 2,196 $370,503 G87052109 COMMON STOCK
NOBL PROSHARES S&P 500 DIVIDEND ETF 3,675 $370,145 74348A467 ETF
GUT GABELLI UTILITY TRUST 62,927 $364,975 36240A101 ETF
ANIK ANIKA THERAPEUTICS INC 34,494 $364,946 035255108 COMMON STOCK
USRT ISHARES CORE US REIT ETF 6,414 $362,785 464288521 ETF
VFH VANGUARD FINANCIALS ETF 2,841 $361,659 92204A405 ETF
FI FISERV INC 2,086 $359,755 337738108 COMMON STOCK
USMV ISHARES MSCI USA MIN VOL FAC ETF 3,828 $359,464 46429B697 ETF
ET ENERGY TRANSFER LP 19,805 $359,072 29273V100 COMMON STOCK
IMO IMPERIAL OIL LTD 4,497 $357,497 453038408 COMMON STOCK
BOH BANK OF HAWAII CORP 5,281 $356,625 062540109 COMMON STOCK
XLU UTILITIES SELECT SECTOR SPDR 4,353 $355,477 81369Y886 ETF
IGSB ISHARES 1-5Y INV GRADE CORP ETF 6,710 $354,046 464288646 ETF
STR SITIO ROYALTIES CORP 19,256 $353,924 82983N108 COMMON STOCK
LUV SOUTHWEST AIRLINES CO 10,897 $353,530 844741108 COMMON STOCK
FTNT FORTINET INC 3,315 $350,544 34959E109 COMMON STOCK
IWN ISHARES RUSSELL 2000 VALUE ETF 2,218 $349,976 464287630 ETF
HCA HCA HEALTHCARE INC 906 $347,295 40412C101 COMMON STOCK
PRU PRUDENTIAL FINANCIAL INC 3,195 $343,313 744320102 COMMON STOCK
VOE VANGUARD MID-CAP VALUE ETF 2,087 $343,306 922908512 ETF
CCL CARNIVAL CORP 12,177 $342,425 143658300 COMMON STOCK
SCHF SCHWAB INTL EQUITY ETF 15,446 $341,360 808524805 ETF
GEHC GE HEALTHCARE TECHNOLOGY 4,550 $337,048 36266G107 COMMON STOCK
AIG AMERICAN INTERNATIONAL GROUP 3,879 $332,035 026874784 COMMON STOCK
ECL ECOLAB INC 1,222 $329,458 278865100 COMMON STOCK
RSP INVESCO S&P 500 EQUAL WEIGHT 1,788 $325,123 46137V357 COMMON STOCK
WCN WASTE CONNECTIONS INC 1,736 $324,322 94106B101 COMMON STOCK
PR PERMIAN RESOURCES CORP 23,670 $322,390 71424F105 COMMON STOCK
FNDX SCHWAB FNDMNTL US LRG CO ETF 13,126 $322,124 808524771 ETF
SPEM SPDR PORTFOLIO EMERGING MARK 7,510 $320,999 78463X509 ETF
WMB WILLIAMS COS INC 5,092 $319,888 969457100 COMMON STOCK
ICE INTERCONTINENTAL EXCHANGE INC 1,738 $318,919 45866F104 COMMON STOCK
ZD ZIFF DAVIS INC 10,531 $318,773 48123V102 COMMON STOCK
DEO DIAGEO PLC 3,131 $315,747 25243Q205 COMMON STOCK
CMF ISHARES CALIFORNIA MUNI BOND 5,616 $313,052 464288356 ETF
VONV VANGUARD RUSSELL 1000 VALUE ETF 3,662 $312,118 92206C714 ETF
SMCI SUPER MICRO COMPUTER INC 6,361 $311,793 86800U302 COMMON STOCK
BR BROADRIDGE FINANCIAL SOLUTIO 1,280 $311,275 11133T103 COMMON STOCK
CMG CHIPOTLE MEXICAN GRILL INC 5,534 $310,779 169656105 COMMON STOCK
FDX FEDEX CORP 1,361 $309,507 31428X106 COMMON STOCK
ETR ENTERGY CORP 3,723 $309,467 29364G103 COMMON STOCK
EQT EQT CORP 5,288 $308,448 26884L109 COMMON STOCK
TFC TRUIST FINANCIAL CORP 7,172 $308,329 89832Q109 COMMON STOCK
CGBD CARLYLE SECURED LENDING INC 22,461 $307,272 872280102 COMMON STOCK
VHT VANGUARD HEALTH CARE ETF 1,235 $306,714 92204A504 ETF
NWFL NORWOOD FINANCIAL CORP 11,815 $304,590 669549107 COMMON STOCK
FIS FIDELITY NATIONAL INFO SERV 3,708 $301,891 31620M106 COMMON STOCK
BAM BROOKFIELD ASSET MGMT-A 5,363 $296,466 113004105 COMMON STOCK
ROL ROLLINS INC 5,225 $294,801 775711104 COMMON STOCK
IDEV ISHARES CORE MSCI DEV MKTS 3,862 $293,693 46435G326 ETF
CORP PIMCO INV GRADE CORP BD ETF 3,015 $293,389 72201R817 ETF
HSY HERSHEY CO 1,766 $293,075 427866108 COMMON STOCK
IBB ISHARES BIOTECHNOLOGY ETF 2,267 $286,829 464287556 ETF
KDP KEURIG DR PEPPER INC 8,619 $284,964 49271V100 COMMON STOCK
NSA NATIONAL STORAGE AFFILIATES 8,881 $284,130 637870106 COMMON STOCK
DELL DELL TECHNOLOGIES -C 2,314 $283,797 24703L202 COMMON STOCK
KKR KKR & CO INC 2,132 $283,706 48251W104 COMMON STOCK
NXP NXP SEMICONDUCTORS N V 1,293 $282,539 N6596X109 COMMON STOCK
HELE HELEN OF TROY LTD 9,913 $281,330 G4388N106 COMMON STOCK
DFUS DIMENSIONAL US EQUITY ETF 4,180 $280,184 25434V401 ETF
MCHP MICROCHIP TECHNOLOGY INC 3,978 $279,979 595017104 COMMON STOCK
COR CENCORA INC 923 $276,936 03073E105 COMMON STOCK
AON AON PLC 772 $275,601 G0403H108 COMMON STOCK
RKLB ROCKET LAB CORP 7,671 $274,397 773121108 COMMON STOCK
WRB WR BERKLEY CORP 3,668 $269,531 084423102 COMMON STOCK
JEPI JPMORGAN EQUITY PREMIUM INCO 4,735 $269,231 46641Q332 COMMON STOCK
EQIX EQUINIX INC 338 $269,212 29444U700 COMMON STOCK
CME CME GROUP INC 976 $269,083 12572Q105 COMMON STOCK
SCHA SCHWAB US SMALL-CAP ETF 10,603 $268,263 808524607 ETF
VMC VULCAN MATERIALS CO 1,015 $264,948 929160109 COMMON STOCK
TFX TELEFLEX INC 2,222 $262,995 879369106 COMMON STOCK
LDOS LEIDOS HOLDINGS INC 1,663 $262,499 525327102 COMMON STOCK
GPC GENUINE PARTS CO 2,145 $260,268 372460105 COMMON STOCK
VBK VANGUARD SMALL-CAP GRWTH ETF 928 $257,139 922908595 ETF
SCZ ISHARES MSCI EAFE SMALL-CAP 3,520 $255,898 464288273 ETF
DRI DARDEN RESTAURANTS INC 1,161 $253,265 237194105 COMMON STOCK
DAL DELTA AIR LINES INC 5,128 $252,197 247361702 COMMON STOCK
LYV LIVE NATION ENTERTAINMENT IN 1,667 $252,183 538034109 COMMON STOCK
STRO SUTRO BIOPHARMA INC 352,949 $251,970 869367102 COMMON STOCK
RPM RPM INTERNATIONAL INC 2,240 $246,041 749685103 COMMON STOCK
O REALTY INCOME CORP 4,240 $244,295 756109104 COMMON STOCK
MUSA MURPHY USA INC 599 $244,027 626755102 COMMON STOCK
NMZ NUVEEN MUNI HI INC OPPORT 23,495 $243,647 670682103 CLOSED-END FUND
PTLC PACER TRENDPILOT US LARGE CAP ETF 4,788 $243,038 69374H105 ETF
EWY ISHARES MSCI SOUTH KOREA ETF 3,383 $242,831 464286772 ETF
DYNF BLACKROCK US EQY FCTR ROTATE 4,439 $241,786 09290C103 ETF
CWB SPDR BLOOMBERG CONVERTIBLE S 2,922 $241,591 78464A359 ETF
APO APOLLO GLOBAL MANAGEMENT INC 1,702 $241,464 03769M106 COMMON STOCK
IBIT ISHARES BITCOIN TRUST ETF 3,924 $240,245 46438F101 ETF
RA BROOKFIELD REAL ASSETS INCOM 17,845 $238,592 112830104 CLOSED-END FUND
XLRE REAL ESTATE SELECT SECT SPDR ETF 5,733 $237,496 81369Y860 ETF
NTRS NORTHERN TRUST CORP 1,872 $237,404 665859104 COMMON STOCK
FNDA SCHWAB FNDMNTL US SM CO ETF 8,254 $236,486 808524763 ETF
GLDM SPDR GOLD MINISHARES TRUST 3,599 $235,860 98149E303 ETF
AZO AUTOZONE INC 63 $235,438 053332102 COMMON STOCK
IUSB ISHARES CORE TOTAL BOND ETF 5,089 $235,303 46434V613 ETF
FELG FIDELITY ENHNCD LRG CAP GWTH 6,336 $234,658 31609A305 ETF
OIH VANECK OIL SERVICES ETF 1,014 $233,513 92189H607 ETF
MAIN MAIN STREET CAPITAL CORP 3,947 $233,283 56035L104 COMMON STOCK
BIV VANGUARD INTERMEDIATE-TERM BD ETF 3,011 $232,936 921937819 ETF
DVY ISHARES SELECT DIVIDEND ETF 1,751 $232,578 464287168 ETF
CIBR FIRST TRUST NASDAQ CYBERSECUR ETF 3,075 $232,413 33734X846 ETF
KMI KINDER MORGAN INC 7,864 $231,203 49456B101 COMMON STOCK
EFAV ISHARES MSCI EAFE MIN VOL FA ETF 2,700 $227,006 46429B689 ETF
WPC WP CAREY INC 3,596 $224,352 92936U109 COMMON STOCK
PWR QUANTA SERVICES INC 589 $222,874 74762E102 COMMON STOCK
BSV VANGUARD SHORT-TERM BOND ETF 2,818 $221,812 921937827 ETF
SRPT SAREPTA THERAPEUTICS INC 12,910 $220,761 803607100 COMMON STOCK
DGX QUEST DIAGNOSTICS INC 1,224 $219,962 74834L100 COMMON STOCK
HOOD ROBINHOOD MARKETS INC - A 2,348 $219,846 770700102 COMMON STOCK
MTUM ISHARES MSCI USA MOMENTUM FA 911 $218,947 46432F396 ETF
HODL VANECK BITCOIN ETF-USD INC 7,088 $215,971 92189K105 ETF
LGLV SPDR SSGA US LARGE CAP LOW V 1,227 $214,246 78468R804 ETF
EXC EXELON CORP 4,834 $209,923 30161N101 COMMON STOCK
ITOT ISHARES CORE S&P TOTAL U.S. 1,552 $209,690 464287150 ETF
DOW DOW INC 7,912 $209,536 260557103 COMMON STOCK
EWG ISHARES MSCI GERMANY ETF 4,939 $208,969 464286806 ETF
TRGP TARGA RESOURCES CORP 1,199 $208,845 87612G101 COMMON STOCK
GOF GUGGENHEIM STRATEGIC OPPORT 13,964 $207,934 40167F101 CLOSED-END FUND
SRE SEMPRA 2,734 $207,171 816851109 COMMON STOCK
SNOW SNOWFLAKE INC-CLASS A 920 $206,061 833445109 COMMON STOCK
J JACOBS SOLUTIONS INC 1,562 $205,399 46982L108 COMMON STOCK
FNF FIDELITY NATIONAL FINANCIAL 3,633 $203,672 31620R303 COMMON STOCK
INGR INGREDION INC 1,494 $202,731 457187102 COMMON STOCK
SCHZ SCHWAB US AGGREGATE BOND ETF 8,722 $202,706 808524839 ETF
FITB FIFTH THIRD BANCORP 4,894 $201,318 316773100 COMMON STOCK
AGNC AGNC INVESTMENT CORP 20,817 $191,308 00123Q104 COMMON STOCK
FAX ABRDN ASIA PACIFIC INCOME FUND 11,757 $187,172 003009867 CLOSED-END FUND
XNEAX NUVEEN AMT-FR QLTY MUNI INC 13,575 $148,248 670657105 CLOSED-END FUND
JPC NUVEEN PREFERED & INCOME OPP 14,574 $116,885 67073B106 CLOSED-END FUND
NOK NOKIA CORP-SPON ADR 22,436 $116,220 654902204 SPONSORED ADR
VRA VERA BRADLEY INC 49,378 $109,125 92335C106 COMMON STOCK
KOPN KOPIN CORP 65,875 $100,788 500600101 COMMON STOCK
CRF CORNERSTONE TOTAL RETURN 12,508 $96,940 21924U300 CLOSED-END FUND
VTRS VIATRIS INC 10,435 $93,184 92556V106 COMMON STOCK
ORC ORCHID ISLAND CAPITAL INC 11,000 $77,116 68571X301 COMMON STOCK
OCCI OFS CREDIT CO INC 11,000 $68,530 67111Q107 COMMON STOCK
PSEC PROSPECT CAPITAL CORP 20,384 $64,824 74348T102 COMMON STOCK
None NRG ENERGY INC 12,000 $47,239 629377CG5 CONVERTIBLE BOND
OPK OPKO HEALTH INC 30,301 $39,997 68375N103 COMMON STOCK
SLDP SOLID POWER INC 15,800 $34,602 83422N105 COMMON STOCK
APYX APYX MEDICAL CORP 14,949 $33,636 03837C106 COMMON STOCK
None IMAX CORP 24,000 $26,901 45245EAJ8 IMAX CORP NOTE 0.500% 4/0
BLNK BLINK CHARGING CO 16,980 $15,959 09354A100 COMMON STOCK
IRWD IRONWOOD PHARMACEUTICALS INC 10,000 $7,172 46333X108 COMMON STOCK
SENS SENSEONICS HOLDINGS INC 10,000 $4,764 81727U105 COMMON STOCK
VXRT VAXART INC 10,069 $4,551 92243A200 COMMON STOCK