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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Endurance Wealth Management, Inc.

Quarter ended Q2 2023 · Filed May 2, 2023 · Accession 0000950123-23-003571

Total Value
$705,949
Positions
775
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1METTLER TOLEDO INTL INCF MTD24,228$37,0745.27%
2QUALCOMM INC COMQCOM284,604$36,3105.16%
3APPLE INCAAPL201,748$33,2684.72%
4THERMO FISHER SCIENTIFIC INC COMTMO49,517$28,5404.05%
5KINDER MORGAN INCEP-PC1,310,015$22,9383.26%
6UNIVERSAL DISPLAY CORPOLED132,586$20,5682.92%
7HOME DEPOTHD67,965$20,0582.85%
8DANAHER CORP 23585110275,721$19,0852.71%
9EDWARDS LIFESCIENCES CORP COMEW229,314$18,9712.69%
10QUANTA SERVICES INC74762E102106,695$17,7802.53%
11NXP SEMICONDUCTORS NV COMNXPI85,867$16,0122.27%
12ABBVIE INC COMABBV100,298$15,9842.27%
13EVOQUA WATER TECHNOLOGIES CORP COM30057T105286,784$14,2592.03%
14ORACLE CORPORATIONORCL-PD138,360$12,8561.83%
15ISHARES 1-5 YR CREDIT BOND ETF464288646251,099$12,6911.80%
16JPMORGAN CHASE & CO COMVYLD91,692$11,9481.70%
17BANK AMERICA CORP COM060505104379,170$10,8441.54%
18PEPSICO INC COMPEP56,117$10,2301.45%
19STAG INDL INC COM85254J102294,837$9,9711.42%
20COMCAST CORP NEW CL ACCZ260,107$9,8611.40%
21BROADCOM INC COMAVGO15,053$9,6571.37%
22JACOBS SOLUTIONS INC COMJ81,112$9,5311.35%
23CHURCH & DWIGHT INCCHD103,997$9,1941.31%
24CISCO SYS INCCSCO172,363$9,0101.28%
25MICROSOFTMSFT29,916$8,6251.22%
26AMAZON.COM INCAMZN82,642$8,5361.21%
27MANULIFE FINL CORP COM56501R106432,250$7,9361.13%
28NEXTERA ENERGY INC COMNEE-PW95,732$7,3791.05%
29AKAMAI TECHAKAM85,644$6,7060.95%
30STIFEL FINL CORP COM860630102111,736$6,6020.94%
31MONDELEZ INTL INC CL A60920710589,724$6,2560.89%
32INDEPENDENT BANK CORP MA 45383610894,981$6,2330.89%
33TJX COS INC NEW COM87254010969,587$5,4530.77%
34WEYERHAEUSER COWY175,287$5,2810.75%
35ECOLAB INC COMECL31,554$5,2230.74%
36HUNTINGTON BANCSHARES INC COMHBANP460,850$5,1620.73%
37PFIZER INC COMPFE126,214$5,1500.73%
38TRANE TECHNOLOGIES PLC SHSTT27,886$5,1300.73%
39VANGUARD S&P 500 ETF92290836313,356$5,0230.71%
40JOHNSON & JOHNSON COMJNJ32,003$4,9600.70%
41KEYSIGHT TECHNOLOGIES INC COMKEYS29,490$4,7620.68%
42PROCTER AND GAMBLE CO COM74271810930,429$4,5240.64%
43ISHARES S&P 500 INDEX46428720010,620$4,3660.62%
44EXXON MOBIL CORP COMXOM38,989$4,2760.61%
45ISHARES U.S. REGIONAL BANKS ETF464288778111,031$3,9740.56%
46PALO ALTO NETWORKS INC COMPANW19,574$3,9100.56%
47EOG RESOURCES INCEOG32,675$3,7460.53%
48POWERSHARES QQQ TRIVZ11,396$3,6570.52%
49BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,380$3,5140.50%
50GOOGLE INCGOOG32,390$3,3600.48%
51GOLDMAN SACHS GROUP INCGSCE10,165$3,3250.47%
52WASHINGTON TRUST BANCORP INC.94061010891,303$3,1650.45%
53ENTEGRIS INC COMENTG36,431$2,9880.42%
54CLEARWAY ENERGY INC CL CCWEN-A89,301$2,7980.40%
55ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF30150570750,313$2,7530.39%
56LAZARD LTD SHS ALAZ81,450$2,6970.38%
57KIMBERLY-CLARK CORP COMKMB19,358$2,5980.37%
58AIR PRODS & CHEMS INC COMAIIR8,931$2,5650.36%
59NVIDIA CORPNVDA8,537$2,3710.34%
60ISHARES 1-3 YR TREASURY BOND ETF46428745727,896$2,2920.33%
61ALPHABET INC CAP STK CL CGOOG21,805$2,2680.32%
62COLGATE PALMOLIVE CO COMCL29,459$2,2140.31%
63AIR GAIN INCAIIR400$2,1480.31%
64FORTIVE CORP COMFTV31,159$2,1240.30%
65EATON CORP PLC SHSETN12,183$2,0870.30%
66GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y71579,581$2,0290.29%
67CVS HEALTH CORP COMCVS25,401$1,8880.27%
68ISHARES AMT-FREE MUNI BOND ETF46428841417,111$1,8440.26%
69HEALTH CARE SELECT SECTOR SPDR81369Y20914,036$1,8170.26%
70HASBRO INC COMHAS33,103$1,7770.25%
71TARGET CORP COMTGT10,663$1,7660.25%
72ISHARES CORE S&P MID CAP ETF4642875076,563$1,6420.23%
73ISHARES S&P 500 VALUE ETF4642874089,598$1,4570.21%
74VERTEX PHARMACEUTICALS INVRTX4,588$1,4460.21%
75TECHNOLOGY SELECT SECTOR SPDR81369Y8039,495$1,4340.20%
76FINANCIAL SELECT SECTOR SPDR81369Y60544,227$1,4220.20%
77SPDR S&P 500 ETF TRUSTSPY3,331$1,3640.19%
78DIGITAL RLTY TR INC COM25386810313,825$1,3590.19%
79MERCK & CO INCMRK12,548$1,3350.19%
80QUALCOMM INC COMQCOM10,262$1,3090.19%
81CHEVRON CORP NEW COMCVX7,906$1,2900.18%
82UNITEDHEALTH GROUPUNH2,685$1,2690.18%
83GILEAD SCIENCES INCGILD15,286$1,2680.18%
84SUNRUN INC COMRUN61,150$1,2320.17%
85PHILIP MORRIS INTL INC71817210912,180$1,1850.17%
86STARBUCKS CORP COMSBUX10,614$1,1050.16%
87ISHARES CORE S&P US VALUE ETF46428766314,747$1,0880.15%
88HONEYWELL INTL INC4385161065,691$1,0880.15%
89INGERSOLL RAND INC COMIR18,212$1,0600.15%
90DISNEY WALT CO COM25468710610,526$1,0540.15%
91SNAP ON INC COMSNA4,200$1,0370.15%
92ALLIANCEBERNSTEIN HLDG UNIT LTD PARTNERSHIP INT01881G10628,341$1,0360.15%
93INDUSTRIAL SELECT SECTOR SPDR81369Y70410,161$1,0280.15%
94LILLY ELI & CO COMLLY2,914$1,0010.14%
95BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC21,377$9850.14%
96SPDR ICE PREFERRED SECURITIES ETF78464A29227,100$9200.13%
97REYNOLDS CONSUMER PRODS INC COM76171L10633,076$9100.13%
98CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 81369Y4075,728$8570.12%
99DEERE & CO COMDE1,915$7910.11%
100ADOBE SYS INCADBE1,995$7680.11%
101CONSUMER STAPLES SELECT SECTOR SPDR81369Y30810,014$7480.11%
102TESLA INC COMTSLA3,495$7250.10%
103INTERNATIONAL FLAVORS&FRAGRANC COM4595061017,675$7060.10%
104ENERGY SELECT SECTOR SPDR81369Y5068,505$7040.10%
105WALGREENS BOOTS ALLIANCE INC COM93142710820,194$6980.10%
106ALTRIA GROUP INC COMMO15,000$6690.10%
107DUKE ENERGY CORP NEW COM NEWDUKB6,811$6570.09%
108ISHARES CORE S&P US VALUE ETF4642876638,831$6520.09%
109AFLAC INC COMAFL1,000$6450.09%
110FASTENAL COFAST11,891$6410.09%
111MOTOROLA SOLUTIONS INC COM NEWMSI2,236$6400.09%
112COSTCO WHOLESALE CORP22160K1051,279$6350.09%
113DOVER CORP COMDOV4,044$6140.09%
114AKOUSTIS TECHNOLOGIES INC COM00973N102195,968$6040.09%
115VANGUARD S&P 500 ETF9229083631,556$5850.08%
116VANGUARD TOTAL STOCK MARKET ETF9229087692,826$5770.08%
117DOMINION RESOURCES INCD10,250$5730.08%
118LINDE PLC SHSLIN1,575$5600.08%
119MASTEC INC COMMTZ5,921$5590.08%
120PARKER-HANNIFIN CORP COMPH1,652$5550.08%
121VISA INCV2,463$5550.08%
122GENERAL ELECTRIC CO COM NEW3696043015,793$5540.08%
123INTUITIVE SURGICAL, INC.ISRG2,124$5430.08%
1243M CO COMMMM5,131$5390.08%
125STATE STR CORP COMSTT-PG7,068$5350.08%
126INTL BUSINESS MACHINESINTR4,015$5260.07%
127AES CORPAES2,162$5210.07%
128UTILITIES SELECT SECTOR SPDR FUND81369Y8867,676$5200.07%
129ISHARES MSCI EAFE ETF4642874656,786$4850.07%
130AT&T INC COMT-PC25,136$4840.07%
131ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886389,296$4770.07%
132BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$4660.07%
133VERIZON COMMUNICATIONSVZ11,782$4580.07%
134POWERSHARES FINANCIAL PREFERRED ETFIVZ31,320$4550.06%
135WALMART INC COMWMT3,019$4450.06%
136SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A47414,825$4390.06%
137ENTERPRISE PRODS PARTNERS L P29379210716,694$4320.06%
138RITCHIE BROS AUCTIONEERS COM7677441057,678$4320.06%
139META PLATFORMS INC CL AMETA1,980$4200.06%
140UNIVERSAL DISPLAY CORPOLED2,687$4170.06%
141INTEL CORP COMINTC12,484$4080.06%
142ISHARES 1-5 YR CREDIT BOND ETF4642886468,000$4040.06%
143COCA COLA CO COMKO6,494$4030.06%
144MAGELLAN MIDSTREAM PARTNERS LP5590801067,285$3950.06%
145ISHARES TR LEHMAN INTER GOVT CR BD FD4642886123,767$3940.06%
146BOEING CO COMBA-PA1,786$3790.05%
147EMERSON ELEC CO COMEMR4,142$3610.05%
148EXACT SCIENCES CORP COM30063P1055,325$3610.05%
149FISERV INC COMFISV3,107$3510.05%
150POWERSHARES QQQ TRIVZ1,067$3420.05%
151AUTOMATIC DATA PROCESSING INC COMADP1,533$3410.05%
152CANADIAN NATIONAL RAILWAY CO1363751022,845$3360.05%
153CARLISLE COS INC COM1423391001,486$3360.05%
154ISHARES U.S. TECHNOLOGY ETF4642877213,575$3320.05%
155ISHARES S&P MIDCAP 400 VALUE ETF4642877053,216$3310.05%
156VERISK ANALYTICS INCCL AVRSK1,724$3310.05%
157COPART INC COMCPRT4,390$3300.05%
158ROLLINS INC COMROL8,727$3280.05%
159APPLE INCAAPL1,962$3240.05%
160HOLOGIC INCHOLX4,009$3240.05%
161UNIVERSAL HEALTH RLTY INCM TR91359E1056,660$3200.05%
162ISHARES EUROPE 350 INDEX4642878616,380$3190.05%
163ISHARES CORE S&P U.S. GROWTH ETF4642876713,570$3170.05%
164AMERICAN TOWER CORP03027X1001,518$3100.04%
165MCDONALDS CORP COMMCD1,104$3090.04%
166SPDR S&P MIDCAP 400 ETF TRUSTMDY675$3090.04%
167ISHARES S&P U.S. PREFERRED STOCK ETF4642886879,795$3060.04%
168AMERICAN WTR WKS CO INC NEW COM0304201031,954$2860.04%
169AMGEN INCAMGN1,169$2830.04%
170EVOQUA WATER TECHNOLOGIES CORP COM30057T1055,700$2830.04%
171LOWES COS INC COM5486611071,400$2800.04%
172HUNTINGTON BANCSHARES INC COMHBANP24,875$2790.04%
173ANSYS INC03662Q105835$2780.04%
174BRISTOL-MYERS SQUIBB CO COMCELG-RI3,937$2730.04%
175WATERS CP941848103875$2710.04%
176UNION PAC CORP COMUNP1,315$2650.04%
177ISHARES CORE S&P MID CAP ETF4642875071,053$2630.04%
178VANGUARD S&P MID-CAP 400 ETF9219328853,068$2600.04%
179ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,755$2580.04%
180ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD4642881582,461$2580.04%
181MIDDLESEX WTR CO COM5966801083,200$2500.04%
182CMS ENERGY CORP COMCMS-PC4,000$2460.03%
183ALPS ETF TR SECTOR DIVIDEND DOGS ETF00162Q8584,783$2450.03%
184J M SMUCKER CO NEW 8326964051,560$2450.03%
185CONSOLIDATED EDISON INC COMED2,500$2390.03%
186PALO ALTO NETWORKS INC COMPANW1,190$2380.03%
187ISHARES CORE MSCI EAFE ETF46432F8423,432$2290.03%
188PROGRESSIVE CORP COM7433151031,600$2290.03%
189VANGUARD MID CAP 9229086291,085$2290.03%
190ISHARES TR RUSSELL 1000 INDEX ETF4642876221,000$2250.03%
191GENERAL DYNAMICS CORP COMGD977$2230.03%
192ENBRIDGE INC COMENNPF5,747$2190.03%
193ALIGN TECHNOLOGY INC COMALGN650$2170.03%
194QUANTA SERVICES INC74762E1021,300$2170.03%
195TEXAS ROADHOUSE INC COMTXRH2,000$2160.03%
196US BANCORP DEL COM NEWUSB-PS6,000$2160.03%
197MEDTRONIC PLC SHSMDT2,661$2150.03%
198EQUIFAX INC COMEFX1,040$2110.03%
199HEICO CORP NEW COMHEI-A1,236$2110.03%
200SALESFORCE COM CRM1,047$2090.03%
201S&P GLOBAL INC COMSPGI597$2060.03%
202WEST PHARMACEUTICAL SVSC INC COM955306105595$2060.03%
203COSTAR GROUP INC COMCSGP2,970$2040.03%
204PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF72201R8663,800$1990.03%
205LABORATORY CORP OF AMERICA 50540R409856$1960.03%
206SPDR GOLD ETFGLD1,058$1940.03%
207KINDER MORGAN INCEP-PC11,000$1930.03%
208CITIGROUP INCC-PR4,102$1920.03%
209CONOCOPHILLIPS COMCOP1,936$1920.03%
210ABBOTT LABS COMABLZF1,891$1910.03%
211PLAINS ALL AMERICAN PIPELINE LP72650310515,125$1890.03%
212ISHARES EMERGING MARKETS DIVIDEND ETF4642863197,681$1880.03%
213AUTONATION INC COMAN1,400$1880.03%
214ANALOG DEVICES INC COMADI911$1800.03%
215EDWARDS LIFESCIENCES CORP COMEW2,175$1800.03%
216ENTERGY CORP NEW COMENO1,670$1800.03%
217NEW FORTRESS ENERGY INC COM CL ANFE6,100$1800.03%
218FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1064,434$1780.03%
219NEXTERA ENERGY INC COMNEE-PW2,260$1740.02%
220CAPITAL ONE FINANCIAL CORP14040H1051,802$1730.02%
221MICROSOFTMSFT600$1730.02%
222GLOBANT S A COMGLOB1,051$1720.02%
223MASTERCARD INCORPORATED CL AMA465$1690.02%
224CHARLES SCHWAB CORPSCHW-PJ3,182$1670.02%
225METLIFE INC COMMET-PF2,884$1670.02%
226VEEVA SYS INC CL A COMVEEV891$1640.02%
227BAIDU COM ADR BAIDF1,065$1610.02%
228AMERISOURCEBERGEN CORP COMCOR1,000$1600.02%
229BLACKROCK INC BLK237$1590.02%
230NORFOLK SOUTHERN CRP655844108750$1590.02%
231PAYCOM SOFTWARE INC COMPAYC515$1570.02%
232MORGAN STANLEYMS-PQ1,767$1550.02%
233PACCAR INC COMPCAR2,115$1550.02%
234DTE ENERGY CO COMDTK1,400$1530.02%
235JACOBS SOLUTIONS INC COMJ1,300$1530.02%
236METTLER TOLEDO INTL INCF MTD100$1530.02%
237CATERPILLAR INC COMCAT664$1520.02%
238AMERICAN INTL GROUP INC COM NEW0268747842,999$1510.02%
239NXP SEMICONDUCTORS NV COMNXPI800$1490.02%
240EVERSOURCE ENERGY COMES1,889$1480.02%
241EXXON MOBIL CORP COMXOM1,335$1460.02%
242HAMILTON BEACH BRANDS HLDG CO COM CL AHBB14,300$1460.02%
243FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND33733E203938$1450.02%
244NORTHROP GRUMMAN CORP COMNOC314$1450.02%
245GENTEX CORP COMGNTX5,121$1440.02%
246IDEXX LABS INC COM45168D104287$1440.02%
247PAYPAL HLDGS INC COMPYPL1,885$1430.02%
248QORVO INC COMQRVO1,400$1420.02%
249SCHLUMBERGER LTD COM STKSLB2,883$1420.02%
250THE CIGNA GROUP COM125523100550$1410.02%
251ROYAL DUTCH SHELL PLC-ADRRYDAF2,436$1400.02%
252VANGUARD INFORMATION TECHNOLOGY ETF92204A702362$1400.02%
253ISHARES RUSSELL 2000 ETF464287655767$1370.02%
254DUPONT DE NEMOURS INC COMDD1,898$1360.02%
255HORMEL FOODS CORP COMHRL3,370$1340.02%
256LAZARD LTD SHS ALAZ4,050$1340.02%
257CHUBB LIMITED COMCB683$1330.02%
258ROCKWELL AUTOMATION INC COMROK450$1320.02%
259GOLDMAN SACHS GROUP INCGSCE400$1310.02%
260RAYMOND JAMES FINL INC 7547301091,400$1310.02%
261CHEMED CORP NEW COMCHE240$1290.02%
262HANOVER INSURANCE GROUP 4108671051,000$1290.02%
263KRAFT HEINZ CO COMKHC3,325$1290.02%
264RAYTHEON TECHNOLOGIES CORP COMRTX1,307$1280.02%
265AECOM TECHNOLOGY CORPACM150$1260.02%
266XYLEM INC COMXYL1,206$1260.02%
267ONEOK INC NEW COMOKE1,970$1250.02%
268PAYCHEX INC COMPAYX1,089$1250.02%
269NUCOR CORP COMNUE800$1240.02%
270MATERIALS SELECT SECTOR SPDR81369Y1001,527$1230.02%
271KKR & CO INC COMKKRT2,300$1210.02%
272FORD MOTOR COMPANY3453708609,500$1200.02%
273FIVE BELOW INC COMFIVE580$1190.02%
274JOHNSON & JOHNSON COMJNJ767$1190.02%
275MICROCHIP TECHNOLOGY INC MCHPP1,425$1190.02%
276AUTOZONE INC NEVAZO48$1170.02%
277SCHWAB U.S. LARGE-CAP GROWTH ETF8085243001,800$1170.02%
278LAM RESEARCH CORP COMLRCX217$1150.02%
279SERVICENOW INC COMNOW247$1150.02%
280COMERICA INC COM2003401072,625$1140.02%
281CORTEVA INC COMCTVA1,897$1140.02%
282AMERICAN EXPRESS CO COMAXP688$1130.02%
283CDW CORP COMCDW582$1130.02%
284NIKE INC CLASS BNKE918$1130.02%
285GENERAL MLS INC COM3703341041,295$1110.02%
286WATSCO INC WSO-B350$1110.02%
287TJX COS INC NEW COM8725401091,400$1100.02%
288RPM INTL INC COM7496851031,250$1090.02%
289VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,422$1090.02%
290BROADCOM INC COMAVGO168$1080.02%
291CRACKER BARREL OLD CTRY STORE COM22410J106950$1080.02%
292MOLINA HEALTHCARE INC COMMOH400$1070.02%
293ISHARES TR RUSSELL MIDCAP INDEX FD4642874991,521$1060.02%
294ISHARES GOLD TRUST ETF IAU2,800$1050.01%
295DOW INC COMDOW1,908$1050.01%
296ISHARES S&P SMALLCAP 600 ETF4642878041,080$1040.01%
297ISHARES S&P 500 INDEX464287200245$1010.01%
298AIR PRODS & CHEMS INC COMAIIR350$1010.01%
299DANAHER CORP 235851102400$1010.01%
300MANULIFE FINL CORP COM56501R1065,500$1010.01%
301ROPER INDUSTRIES INCROP230$1010.01%
302TYLER TECHNOLOGIES INC COMTYL284$1010.01%
303VANGUARD FINANCIALS ETF92204A4051,285$1000.01%
304HERCULES CAPITAL INC COMHCXY7,488$970.01%
305TEXAS ROADHOUSE INC COMTXRH900$970.01%
306ARES CAPITAL CORP COMARCC5,238$960.01%
307GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,170$960.01%
308SEAGATE TECHNOLOGYSE1,434$950.01%
309DEVON ENERGY CORP 25179M1031,849$940.01%
310KIMBERLY-CLARK CORP COMKMB700$940.01%
311ARES CAPITAL CORP 4.625 03/01/2024ARCC90,000$910.01%
312STAG INDL INC COM85254J1022,700$910.01%
313DECKERS OUTDOOR CORP COMDECK200$900.01%
314PROSHARES TRUST INVTGRADE INT RATE HEDGED74347B6071,249$900.01%
315ZIMMER HLDGS INCZBH700$900.01%
316ABB LTD SPONSORED ADRABLZF2,611$890.01%
317GRAHAM HLDGS CO COM CL BGHM149$890.01%
318NATIONAL INSTRS CORP COM6365181021,694$890.01%
319BANK AMERICA CORP COM0605051043,050$870.01%
320ISHARES ESG AWARE MSCI USA ETF46435G425956$860.01%
321ALLSTATE CORPALL-PJ772$860.01%
322AUTOZONE INC NEVAZO35$860.01%
323UNILEVER PLC SPON ADR NEWUNLYF1,659$860.01%
324ENERGY SELECT SECTOR SPDR81369Y5061,032$850.01%
325QUEST DIAGNOSTICS INCDGX600$850.01%
326ISHARES CORE S&P U.S. GROWTH ETF464287671930$830.01%
327COPART INC COMCPRT1,100$830.01%
328THOMSON REUTERS CORP. COM NEWTMSOF635$830.01%
329XCEL ENERGY INC COMXELLL1,220$820.01%
330TRAVELERS COMPANIES INC COMTRV475$810.01%
331INVESCO RUSSELL 1000 LOW BETA EQUAL WEIGHT ETFIVZ2,250$800.01%
332VIATRIS INC COMVTRS8,278$800.01%
333REAL ESTATE SELECT SECTOR SPDR FUND81369Y8602,117$790.01%
334AKAMAI TECHAKAM1,000$780.01%
335FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND337345102600$780.01%
336LIBERTY GLOBAL PLC SHS CL ALBTYK4,000$780.01%
337PFIZER INC COMPFE1,847$750.01%
338ISHARES S&P MIDCAP 400 GROWTH INDEX4642876061,040$740.01%
339BLACKSTONE INC COMBX845$740.01%
340REAVES UTIL INCOME FD COM SH BEN INT7561581012,597$740.01%
341TRANE TECHNOLOGIES PLC SHSTT400$740.01%
342TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100785$730.01%
343CHURCH & DWIGHT INCCHD800$710.01%
344STIFEL FINL CORP COM8606301021,200$710.01%
345VONTIER CORPORATION COMVNT2,583$710.01%
346PROSHARES LARGE CAP CORE PLUS74347R2481,462$700.01%
347ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515228$690.01%
348EOG RESOURCES INCEOG600$690.01%
349WARNER BROS DISCOVERY INC COM SER AWBD4,568$690.01%
350WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT2,400$690.01%
351ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI5,440$680.01%
352CINCINNATI FINL CORP COM172062101600$670.01%
353RESIDEO TECHNOLOGIES INC COMREZI3,641$670.01%
354ISHARES DJ SELECT DIVIDEND464287168560$660.01%
355IVERIC BIO INC COM46583P1022,700$660.01%
356ESSENTIAL UTILS INC COM29670G1021,500$650.01%
357VANGUARD SMALL-CAP ETF922908751344$650.01%
358LOCKHEED MARTIN CORPLMT133$630.01%
359TYSON FOODS INC CL ATSN1,056$630.01%
360VALERO ENERGY CORPVLO453$630.01%
361ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396449$620.01%
362MARTIN MARIETTA MATLS INC COM573284106175$620.01%
363ISHARES S&P 500 GROWTH ETF464287309960$610.01%
364NUVEEN PREFERRED AND CONVERTIBLE INCOME FUNU9,328$610.01%
365VANGUARD SMALL-CAP ETF922908751320$610.01%
366TRIPADVISOR INC TRIP3,000$600.01%
367VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870751$600.01%
368BROOKLINE BANCORP INC CMN11373M1075,589$590.01%
369PUBLIC SVC ENTERPRISE GRP INC COM744573106950$590.01%
370SPDR MSCI EAFE FOSSIL FUEL FREE ETF78470E1061,600$590.01%
371CAPITAL ONE FINANCIAL CORP14040H105600$580.01%
372MCKESSON CORPMCK162$580.01%
373SEI INVESTMENTS CO7841171031,000$580.01%
374EATON VANCE TAX ADV DIV INCETN2,500$570.01%
375ISHARES MBS ETF464288588587$560.01%
376ORACLE CORPORATIONORCL-PD600$560.01%
377CANADIAN NATURAL RESOURCES LTD1363851011,000$550.01%
378TEXAS INSTRS INC COM882508104295$550.01%
379BP PLC SPONSORED ADRBPPFF1,411$540.01%
380PHILLIPS 66PSX530$540.01%
381PROSHARES TR SHORT 20 YR TREASURY ETF74347X8492,515$530.01%
382ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242473$520.01%
383CHARLES SCHWAB CORPSCHW-PJ1,000$520.01%
384FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5001,000$520.01%
385NICE LTD SPONSORED ADRNCSYF225$520.01%
386ISHARES INC MSCI PACIFIC EX-JAPAN4642866651,175$510.01%
387CENTERPOINT ENERGY INC COMCNP1,728$510.01%
388ISHARES ESG AWARE US AGGREGATE BOND ETF46435U5491,031$500.01%
389BOSTON SCIENTIFIC CORPBSX1,000$500.01%
390CLEARWAY ENERGY INC CL CCWEN-A1,600$500.01%
391BOSTON BEER INC CL ASAM150$490.01%
392DIAGEO PLCDGEAF268$490.01%
393HUMANA INC COMHUM100$490.01%
394NOKIA CORP ADRNOKBF10,000$490.01%
395VANGUARD TAX-EXEMPT BOND ETF922907746961$490.01%
396CSX CORPCSX1,600$480.01%
397KEYSIGHT TECHNOLOGIES INC COMKEYS300$480.01%
398VANGUARD INTERMEDIATE-TERM BOND ETF921937819620$480.01%
399MAIN STR CAP CORP COM56035L1041,200$470.01%
400MAIN STR CAP CORP COM56035L1041,200$470.01%
401MIRUM PHARMMIRM1,954$470.01%
402MODERNA INC COMMRNA300$460.01%
403CHUBB LIMITED COMCB230$450.01%
404COLGATE PALMOLIVE CO COMCL600$450.01%
405REPUBLIC SVCS INC COM760759100333$450.01%
406WELLS FARGO CO NEW COM9497461011,200$450.01%
407ISHARES MSCI USA MIN VOL FACTOR ETF46429B697600$440.01%
408COGNIZANT TECH SOLUTIONS CORPCTSH720$440.01%
409COMCAST CORP NEW CL ACCZ1,150$440.01%
410LENNOX INTL INC COM526107107175$440.01%
411SANMINA CORPORATION COMSANM715$440.01%
412SPDR S&P REGIONAL BANKING ETF78464A6981,000$440.01%
413ASTRAZENECA PLC- SPONS ADRAZN618$430.01%
414COMERICA INC COM2003401071,000$430.01%
415ITT INC COMITT503$430.01%
416NEXSTAR MEDIA GROUP INC COMMON STOCKNXST250$430.01%
417NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW700$430.01%
418ISHARES RUSSELL MIDCAP VALUE INDEX464287473397$420.01%
419ACCENTURE LTD BERMUDA CL AACN148$420.01%
420ARISTA NETWORKS INC COMANET248$420.01%
421OSHKOSH TRUCK CORPOSK500$420.01%
422TEXTRON INC COMTXT600$420.01%
423BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC900$410.01%
424FORTIVE CORP COMFTV600$410.01%
425ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF464288513529$400.01%
426SEAGEN INC COMSE200$400.01%
427ESTEE LAUDER COMPANIES INC518439104160$390.01%
428JABIL INC COMJBL440$390.01%
429AKOUSTIS TECHNOLOGIES INC COM00973N10212,200$380.01%
430HENRY JACK & ASSOC INC COM426281101250$380.01%
431OMNICOM GROUP INC COMOMC400$380.01%
432AMERIS BANCORP COMABCB1,000$370.01%
433CYBERARK SOFTWARE LTD SHSM2682V108250$370.01%
434DIGITAL RLTY TR INC COM253868103377$370.01%
435GRACO INC COMGGG500$370.01%
436SOUTHERN CO COMSOMN534$370.01%
437ISHARES MSCI EMERGING MARKETS ETF464287234903$360.01%
438BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A115$360.01%
439ILLUMINA INC COMILMN156$360.01%
440PEPSICO INC COMPEP200$360.01%
441AMYRIS INC COM NEW03236M20025,450$350.00%
442DT MIDSTREAM INC COMMON STOCKDTM700$350.00%
443FORD MOTOR COMPANY3453708602,800$350.00%
444STRYKER CORPSYK121$350.00%
445VANGUARD DIVIDEND APPRECIATION ETF921908844230$350.00%
446VANGUARD MID CAP 922908629165$350.00%
447WASHINGTON TRUST BANCORP INC.9406101081,000$350.00%
448ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887310$340.00%
449EXACT SCIENCES CORP COM30063P105500$340.00%
450SIRIUS XM RADIO INC SIRI8,400$330.00%
451ATLANTICA SUSTAINABLE INFR PLC SHSALDA1,078$320.00%
452CENTENE CORP DEL COMCNC500$320.00%
453GENERAL MOTORS CORP37045V100866$320.00%
454ZEBRA TECHNOLOGIES CORPORATION CL AZBRA102$320.00%
455AMPHENOL CORP NEW CL A032095101378$310.00%
456BRIGHT HORIZONS FAM SOL IN DEL COM109194100400$310.00%
457FTAI AVIATION LTD SHSFTAIN1,100$310.00%
458IAC INC COM NEWIAC600$310.00%
459RESMED INC COMRSMDF140$310.00%
460VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409412$310.00%
461ARCHER DANIELS MIDLAND CO COMADM375$300.00%
462ENOVIX CORPORATION COMENVX2,000$300.00%
463ISHARES U.S. TREASURY BOND ETF46429B2671,300$300.00%
464UNION PAC CORP COMUNP150$300.00%
465ISHARES MSCI EAFE GROWTH ETF464288885305$290.00%
466BK OF AMERICA CORP 7.25CNV PFD L06050568225$290.00%
467CGI INC CL A SUB VTGGIB300$290.00%
468WALMART INC COMWMT200$290.00%
469CHAMPIONX CORPORATION COM15872M1041,028$280.00%
470PENUMBRA INC COMPEN100$280.00%
471ROGERS COMMUNICATIONS INC CL BRCIAF600$280.00%
472SCHWAB INTERNATIONAL EQUITY ETF808524805805$280.00%
473ISHARES DJ US TELECOM4642877131,160$270.00%
474ARVINAS INC COMARVN1,000$270.00%
475BANK OF NOVA SCOTIA CMN064149107542$270.00%
476GINKGO BIOWORKS HOLDINGS INC CL A SHSDNABW20,000$270.00%
477INVESCO S&P GLOBAL WATER INDEX ETFIVZ515$260.00%
478CUMMINS INC COMCMI110$260.00%
479NORTHERN TR CORP COMNTRSO300$260.00%
480SPIRIT AEROSYSTEMS HLDGS INC COM CL A848574109750$260.00%
481VANGUARD FTSE EMERGING MARKETS ETF922042858633$260.00%
482FIRST TRUST TACTICAL HIGH YIELD ETF33738D408625$250.00%
483NEWMONT CORP COMNEMCL500$250.00%
484REGENERON PHARMACEUTICALS INCREGN30$250.00%
485SPDR BLOOMBERG HIGH YIELD BOND ETF78468R622266$250.00%
486CABLE ONE INC COMCABO34$240.00%
487ILLINOIS TOOL WKS INC COM452308109100$240.00%
488RITCHIE BROS AUCTIONEERS COM767744105420$240.00%
489ISHARES RUSSELL 2000 VALUE ETF464287630171$230.00%
490CONSTELLATION BRANDS INC CL ASTZ100$230.00%
491GENERAL ELECTRIC CO COM NEW369604301245$230.00%
492ISHARES AGGREGATE BOND ETF464287226225$220.00%
493BHP GROUP LTD SPONSORED ADSBHPLF351$220.00%
494WELLS FARGO CO NEW COM949746101585$220.00%
495ENPHASE ENERGY INC COMENPH100$210.00%
496GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF700$210.00%
497GSK PLC SPONSORED ADRGLAXF587$210.00%
498INDIA FUND INC4540891031,375$210.00%
499LUMEN TECHNOLOGIES INC COMLUMN7,782$210.00%
500BAXTER INTL INC COM071813109481$200.00%