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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Endurance Wealth Management, Inc.

Quarter ended Q3 2023 · Filed August 9, 2023 · Accession 0000950123-23-007014

Total Value
$731,084
Positions
775
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL201,402$39,0665.36%
2QUALCOMM INC COMQCOM285,769$34,0184.66%
3METTLER TOLEDO INTL INCF MTD24,150$31,6764.34%
4THERMO FISHER SCIENTIFIC INC COMTMO49,380$25,7643.53%
5KINDER MORGAN INCEP-PC1,317,015$22,6793.11%
6EDWARDS LIFESCIENCES CORP COMEW228,924$21,5942.96%
7HOME DEPOTHD68,308$21,2192.91%
8QUANTA SERVICES INC74762E102106,176$20,8582.86%
9UNIVERSAL DISPLAY CORPOLED132,346$19,0752.62%
10DANAHER CORP 23585110277,237$18,5372.54%
11NXP SEMICONDUCTORS NV COMNXPI85,917$17,5852.41%
12ORACLE CORPORATIONORCL-PD138,233$16,4622.26%
13XYLEM INC COMXYL134,932$15,1962.08%
14ABBVIE INC COMABBV101,137$13,6261.87%
15JPMORGAN CHASE & CO COMVYLD91,639$13,3281.83%
16BROADCOM INC COMAVGO15,089$13,0891.79%
17ISHARES 1-5 YR CREDIT BOND ETF464288646242,999$12,1911.67%
18BANK AMERICA CORP COM060505104378,731$10,8661.49%
19COMCAST CORP NEW CL ACCZ257,979$10,7191.47%
20STAG INDL INC COM85254J102293,242$10,5221.44%
21PEPSICO INC COMPEP56,267$10,4221.43%
22CHURCH & DWIGHT INCCHD103,547$10,3791.42%
23MICROSOFTMSFT29,881$10,1761.40%
24JACOBS SOLUTIONS INC COMJ81,202$9,6541.32%
25CISCO SYS INCCSCO172,213$8,9101.22%
26MANULIFE FINL CORP COM56501R106432,050$8,1701.12%
27AKAMAI TECHAKAM85,294$7,6651.05%
28NEXTERA ENERGY INC COMNEE-PW96,807$7,1830.98%
29STIFEL FINL CORP COM860630102115,672$6,9020.95%
30AMAZON.COM INCAMZN52,091$6,7910.93%
31MONDELEZ INTL INC CL A60920710589,436$6,5230.89%
32TJX COS INC NEW COM87254010969,677$5,9080.81%
33ECOLAB INC COMECL30,960$5,7800.79%
34WEYERHAEUSER COWY166,949$5,5940.77%
35VANGUARD S&P 500 ETF92290836313,376$5,4480.75%
36TRANE TECHNOLOGIES PLC SHSTT27,844$5,3250.73%
37JOHNSON & JOHNSON COMJNJ32,110$5,3150.73%
38PALO ALTO NETWORKS INC COMPANW19,699$5,0330.69%
39KEYSIGHT TECHNOLOGIES INC COMKEYS29,965$5,0180.69%
40HUNTINGTON BANCSHARES INC COMHBANP464,850$5,0110.69%
41COSTCO WHOLESALE CORP22160K1059,093$4,8950.67%
42ISHARES S&P 500 INDEX46428720010,579$4,7150.65%
43PROCTER AND GAMBLE CO COM74271810930,464$4,6230.63%
44PFIZER INC COMPFE125,513$4,6040.63%
45POWERSHARES QQQ TRIVZ11,496$4,2470.58%
46EXXON MOBIL CORP COMXOM39,591$4,2460.58%
47INDEPENDENT BANK CORP MA 45383610894,981$4,2280.58%
48ENTEGRIS INC COMENTG35,789$3,9660.54%
49GOOGLE INCGOOG32,338$3,8710.53%
50BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,259$3,8390.53%
51EOG RESOURCES INCEOG32,675$3,7390.51%
52ISHARES U.S. REGIONAL BANKS ETF464288778109,869$3,7190.51%
53NVIDIA CORPNVDA8,577$3,6280.50%
54GOLDMAN SACHS GROUP INCGSCE10,325$3,3300.46%
55ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF30150570749,763$2,9140.40%
56LAZARD LTD SHS ALAZ88,735$2,8400.39%
57LILLY ELI & CO COMLLY5,914$2,7740.38%
58KIMBERLY-CLARK CORP COMKMB19,293$2,6640.37%
59ALPHABET INC CAP STK CL CGOOG21,563$2,6080.36%
60CLEARWAY ENERGY INC CL CCWEN-A89,749$2,5630.35%
61WASHINGTON TRUST BANCORP INC.94061010894,403$2,5310.35%
62AIR PRODS & CHEMS INC COMAIIR8,356$2,5030.34%
63EATON CORP PLC SHSETN12,183$2,4500.34%
64FORTIVE CORP COMFTV31,009$2,3190.32%
65COLGATE PALMOLIVE CO COMCL29,834$2,2980.32%
66GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y71577,581$2,2300.31%
67ISHARES 1-3 YR TREASURY BOND ETF46428745727,346$2,2170.30%
68AIR GAIN INCAIIR400$2,1480.29%
69HASBRO INC COMHAS30,383$1,9680.27%
70HEALTH CARE SELECT SECTOR SPDR81369Y20914,201$1,8850.26%
71CVS HEALTH CORP COMCVS26,941$1,8620.26%
72ISHARES AMT-FREE MUNI BOND ETF46428841417,411$1,8580.25%
73ISHARES CORE S&P MID CAP ETF4642875076,626$1,7330.24%
74TECHNOLOGY SELECT SECTOR SPDR81369Y8039,546$1,6600.23%
75VERTEX PHARMACEUTICALS INVRTX4,588$1,6150.22%
76ISHARES S&P 500 VALUE ETF4642874089,647$1,5550.21%
77DIGITAL RLTY TR INC COM25386810313,443$1,5310.21%
78FINANCIAL SELECT SECTOR SPDR81369Y60543,728$1,4740.20%
79MERCK & CO INCMRK12,548$1,4480.20%
80TARGET CORP COMTGT10,663$1,4060.19%
81SPDR S&P 500 ETF TRUSTSPY3,098$1,3730.19%
82UNITEDHEALTH GROUPUNH2,685$1,2910.18%
83CHEVRON CORP NEW COMCVX7,843$1,2340.17%
84QUALCOMM INC COMQCOM10,262$1,2220.17%
85SNAP ON INC COMSNA4,200$1,2100.17%
86HONEYWELL INTL INC4385161065,691$1,1810.16%
87INGERSOLL RAND INC COMIR18,050$1,1800.16%
88GILEAD SCIENCES INCGILD15,284$1,1780.16%
89ISHARES CORE S&P US VALUE ETF46428766314,747$1,1540.16%
90PHILIP MORRIS INTL INC71817210911,680$1,1400.16%
91INDUSTRIAL SELECT SECTOR SPDR81369Y70410,212$1,0960.15%
92SUNRUN INC COMRUN60,150$1,0740.15%
93STARBUCKS CORP COMSBUX10,625$1,0530.14%
94CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 81369Y4075,788$9830.13%
95ADOBE SYS INCADBE1,995$9760.13%
96TESLA INC COMTSLA3,720$9740.13%
97BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC20,927$9540.13%
98DEERE & CO COMDE2,315$9380.13%
99ALLIANCEBERNSTEIN HLDG UNIT LTD PARTNERSHIP INT01881G10628,342$9110.12%
100REYNOLDS CONSUMER PRODS INC COM76171L10631,475$8890.12%
101DISNEY WALT CO COM2546871069,626$8590.12%
102CONSUMER STAPLES SELECT SECTOR SPDR81369Y30810,114$7500.10%
103INTUITIVE SURGICAL, INC.ISRG2,124$7260.10%
104FASTENAL COFAST11,891$7010.10%
105MASTEC INC COMMTZ5,921$6990.10%
106ISHARES CORE S&P US VALUE ETF4642876638,831$6910.09%
107ENERGY SELECT SECTOR SPDR81369Y5068,511$6910.09%
108POWERSHARES QQQ TRIVZ1,857$6860.09%
109VANGUARD TOTAL STOCK MARKET ETF9229087693,034$6680.09%
110MOTOROLA SOLUTIONS INC COM NEWMSI2,236$6560.09%
111PARKER-HANNIFIN CORP COMPH1,652$6440.09%
112VANGUARD S&P 500 ETF9229083631,556$6340.09%
113ALTRIA GROUP INC COMMO14,000$6340.09%
114DUKE ENERGY CORP NEW COM NEWDUKB6,888$6180.08%
115VISA INCV2,563$6090.08%
116AKOUSTIS TECHNOLOGIES INC COM00973N102189,316$6020.08%
117DOVER CORP COMDOV4,044$5970.08%
118META PLATFORMS INC CL AMETA2,064$5920.08%
119LINDE PLC SHSLIN1,550$5910.08%
120WALGREENS BOOTS ALLIANCE INC COM93142710820,194$5750.08%
121GENERAL ELECTRIC CO COM NEW3696043015,203$5720.08%
122INTERNATIONAL FLAVORS&FRAGRANC COM4595061016,750$5370.07%
123INTL BUSINESS MACHINESINTR4,015$5370.07%
124BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$5180.07%
125STATE STR CORP COMSTT-PG7,068$5170.07%
1263M CO COMMMM5,084$5090.07%
127ISHARES MSCI EAFE ETF4642874656,861$4970.07%
128SPDR ICE PREFERRED SECURITIES ETF78464A29214,700$4920.07%
129WALMART INC COMWMT3,019$4750.07%
130ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886389,271$4690.06%
131UTILITIES SELECT SECTOR SPDR FUND81369Y8867,136$4670.06%
132MAGELLAN MIDSTREAM PARTNERS LP5590801067,285$4540.06%
133POWERSHARES FINANCIAL PREFERRED ETFIVZ31,320$4490.06%
134RB GLOBAL INC COMRBA7,460$4480.06%
135DOMINION RESOURCES INCD8,526$4420.06%
136VERIZON COMMUNICATIONSVZ11,782$4380.06%
137SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A47414,825$4360.06%
138EXACT SCIENCES CORP COM30063P1054,575$4300.06%
139INTEL CORP COMINTC12,084$4040.06%
140ISHARES TR LEHMAN INTER GOVT CR BD FD4642886123,902$4020.06%
141ISHARES 1-5 YR CREDIT BOND ETF4642886468,000$4010.05%
142AT&T INC COMT-PC25,136$4010.05%
143COPART INC COMCPRT4,365$3980.05%
144FISERV INC COMFISV3,107$3920.05%
145COCA COLA CO COMKO6,494$3910.05%
146VERISK ANALYTICS INCCL AVRSK1,724$3900.05%
147ISHARES U.S. TECHNOLOGY ETF4642877213,575$3890.05%
148UNIVERSAL DISPLAY CORPOLED2,687$3870.05%
149ENTERPRISE PRODS PARTNERS L P29379210714,587$3840.05%
150APPLE INCAAPL1,962$3810.05%
151CARLISLE COS INC COM1423391001,486$3810.05%
152BOEING CO COMBA-PA1,786$3770.05%
153ROLLINS INC COMROL8,727$3740.05%
154EMERSON ELEC CO COMEMR4,142$3740.05%
155ISHARES CORE S&P U.S. GROWTH ETF4642876713,570$3490.05%
156CANADIAN NATIONAL RAILWAY CO1363751022,845$3440.05%
157ISHARES S&P MIDCAP 400 VALUE ETF4642877053,202$3430.05%
158AUTOMATIC DATA PROCESSING INC COMADP1,533$3370.05%
159MCDONALDS CORP COMMCD1,104$3290.05%
160HOLOGIC INCHOLX4,009$3250.04%
161SPDR S&P MIDCAP 400 ETF TRUSTMDY675$3230.04%
162ISHARES EUROPE 350 INDEX4642878616,380$3220.04%
163LOWES COS INC COM5486611071,415$3190.04%
164UNIVERSAL HEALTH RLTY INCM TR91359E1056,660$3170.04%
165XYLEM INC COMXYL2,736$3080.04%
166ISHARES S&P U.S. PREFERRED STOCK ETF4642886879,795$3030.04%
167PALO ALTO NETWORKS INC COMPANW1,190$2970.04%
168AMERICAN TOWER CORP03027X1001,518$2940.04%
169AMERICAN WTR WKS CO INC NEW COM0304201031,954$2790.04%
170HUNTINGTON BANCSHARES INC COMHBANP25,875$2790.04%
171ANSYS INC03662Q105835$2760.04%
172ISHARES CORE S&P MID CAP ETF4642875071,053$2750.04%
173BRISTOL-MYERS SQUIBB CO COMCELG-RI4,199$2690.04%
174UNION PAC CORP COMUNP1,312$2680.04%
175COSTAR GROUP INC COMCSGP2,970$2640.04%
176ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,755$2620.04%
177AMGEN INCAMGN1,169$2600.04%
178VANGUARD S&P MID-CAP 400 ETF9219328852,914$2580.04%
179MIDDLESEX WTR CO COM5966801083,200$2580.04%
180ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD4642881582,461$2560.04%
181QUANTA SERVICES INC74762E1021,300$2550.03%
182EQUIFAX INC COMEFX1,040$2450.03%
183ISHARES TR RUSSELL 1000 INDEX ETF4642876221,000$2440.03%
184VANGUARD MID CAP 9229086291,085$2390.03%
185ALPS ETF TR SECTOR DIVIDEND DOGS ETF00162Q8584,783$2390.03%
186CMS ENERGY CORP COMCMS-PC4,000$2350.03%
187S&P GLOBAL INC COMSPGI584$2340.03%
188MEDTRONIC PLC SHSMDT2,661$2340.03%
189WATERS CP941848103875$2330.03%
190ALIGN TECHNOLOGY INC COMALGN650$2300.03%
191AUTONATION INC COMAN1,400$2300.03%
192J M SMUCKER CO NEW 8326964051,560$2300.03%
193WEST PHARMACEUTICAL SVSC INC COM955306105595$2280.03%
194ISHARES CORE MSCI EAFE ETF46432F8423,357$2270.03%
195CONSOLIDATED EDISON INC COMED2,500$2260.03%
196TEXAS ROADHOUSE INC COMTXRH2,000$2250.03%
197SALESFORCE COM CRM1,047$2210.03%
198HEICO CORP NEW COMHEI-A1,236$2190.03%
199PROGRESSIVE CORP COM7433151031,600$2120.03%
200CONOCOPHILLIPS COMCOP2,036$2110.03%
201LABORATORY CORP OF AMERICA 50540R409856$2070.03%
202ABBOTT LABS COMABLZF1,891$2060.03%
203EDWARDS LIFESCIENCES CORP COMEW2,175$2050.03%
204MICROSOFTMSFT600$2040.03%
205PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF72201R8663,800$1970.03%
206US BANCORP DEL COM NEWUSB-PS5,950$1970.03%
207CAPITAL ONE FINANCIAL CORP14040H1051,802$1970.03%
208EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF02072L53211,069$1970.03%
209ENBRIDGE INC COMENNPF5,271$1960.03%
210GENERAL DYNAMICS CORP COMGD902$1940.03%
211FTAI AVIATION LTD SHSFTAIN6,100$1930.03%
212AMERISOURCEBERGEN CORP COMCOR1,000$1920.03%
213CITIGROUP INCC-PR4,152$1910.03%
214SPDR GOLD ETFGLD1,058$1890.03%
215CHARLES SCHWAB CORPSCHW-PJ3,332$1890.03%
216KINDER MORGAN INCEP-PC11,000$1890.03%
217ISHARES EMERGING MARKETS DIVIDEND ETF4642863197,681$1880.03%
218GLOBANT S A COMGLOB1,027$1850.03%
219MASTERCARD INCORPORATED CL AMA465$1830.03%
220PLAINS ALL AMERICAN PIPELINE LP72650310512,725$1790.02%
221NXP SEMICONDUCTORS NV COMNXPI800$1780.02%
222FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1064,434$1780.02%
223PACCAR INC COMPCAR2,115$1770.02%
224ANALOG DEVICES INC COMADI911$1770.02%
225VEEVA SYS INC CL A COMVEEV891$1760.02%
226AMERICAN INTL GROUP INC COM NEW0268747842,999$1730.02%
227AUTOZONE INC NEVAZO70$1730.02%
228NORFOLK SOUTHERN CRP655844108750$1700.02%
229NEXTERA ENERGY INC COMNEE-PW2,260$1680.02%
230METLIFE INC COMMET-PF2,928$1660.02%
231COMERICA INC COM2003401073,900$1650.02%
232BLACKROCK INC BLK237$1640.02%
233PAYCOM SOFTWARE INC COMPAYC508$1630.02%
234CATERPILLAR INC COMCAT664$1630.02%
235ENTERGY CORP NEW COMENO1,670$1630.02%
236LAZARD LTD SHS ALAZ5,050$1620.02%
237VANGUARD INFORMATION TECHNOLOGY ETF92204A702362$1600.02%
238JACOBS SOLUTIONS INC COMJ1,300$1550.02%
239THE CIGNA GROUP COM125523100550$1540.02%
240DTE ENERGY CO COMDTK1,400$1540.02%
241FORD MOTOR COMPANY34537086010,000$1510.02%
242MORGAN STANLEYMS-PQ1,767$1510.02%
243GENTEX CORP COMGNTX5,121$1500.02%
244ROCKWELL AUTOMATION INC COMROK450$1480.02%
245HAMILTON BEACH BRANDS HLDG CO COM CL AHBB15,300$1480.02%
246ROYAL DUTCH SHELL PLC-ADRRYDAF2,436$1470.02%
247ABBVIE INC COMABBV979$1460.02%
248BROADCOM INC COMAVGO168$1460.02%
249RAYMOND JAMES FINL INC 7547301091,400$1450.02%
250SCHLUMBERGER LTD COM STKSLB2,958$1450.02%
251ISHARES RUSSELL 2000 ETF464287655772$1450.02%
252FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND33733E203938$1440.02%
253IDEXX LABS INC COM45168D104287$1440.02%
254NORTHROP GRUMMAN CORP COMNOC314$1430.02%
255EXXON MOBIL CORP COMXOM1,335$1430.02%
256LAM RESEARCH CORP COMLRCX217$1400.02%
257SERVICENOW INC COMNOW247$1390.02%
258BAIDU COM ADR BAIDF1,015$1390.02%
259DUPONT DE NEMOURS INC COMDD1,898$1360.02%
260HORMEL FOODS CORP COMHRL3,370$1360.02%
261SCHWAB U.S. LARGE-CAP GROWTH ETF8085243001,800$1350.02%
262WATSCO INC WSO-B350$1340.02%
263EVERSOURCE ENERGY COMES1,889$1340.02%
264CHUBB LIMITED COMCB683$1320.02%
265NUCOR CORP COMNUE800$1310.02%
266METTLER TOLEDO INTL INCF MTD100$1310.02%
267CHEMED CORP NEW COMCHE240$1300.02%
268GOLDMAN SACHS GROUP INCGSCE400$1290.02%
269KKR & CO INC COMKKRT2,300$1290.02%
270RTX CORPORATION COMRTX1,307$1280.02%
271MICROCHIP TECHNOLOGY INC MCHPP1,425$1280.02%
272JOHNSON & JOHNSON COMJNJ767$1270.02%
273PAYPAL HLDGS INC COMPYPL1,885$1260.02%
274ISHARES S&P SMALLCAP 600 ETF4642878041,245$1240.02%
275ONEOK INC NEW COMOKE1,970$1220.02%
276PAYCHEX INC COMPAYX1,089$1220.02%
277AMERICAN EXPRESS CO COMAXP688$1200.02%
278DANAHER CORP 235851102500$1200.02%
279MOLINA HEALTHCARE INC COMMOH400$1200.02%
280TJX COS INC NEW COM8725401091,400$1190.02%
281TYLER TECHNOLOGIES INC COMTYL284$1180.02%
282MATERIALS SELECT SECTOR SPDR81369Y1001,392$1150.02%
283FIVE BELOW INC COMFIVE580$1140.02%
284HANOVER INSURANCE GROUP 4108671051,000$1130.02%
285VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,422$1120.02%
286KRAFT HEINZ CO COMKHC3,159$1120.02%
287ROPER INDUSTRIES INCROP230$1110.02%
288WILLIAMS COS INC COM9694571003,393$1110.02%
289ISHARES S&P 500 INDEX464287200245$1090.01%
290ISHARES TR RUSSELL MIDCAP INDEX FD4642874991,491$1090.01%
291CDW CORP COMCDW582$1070.01%
292DECKERS OUTDOOR CORP COMDECK200$1060.01%
293AIR PRODS & CHEMS INC COMAIIR350$1050.01%
294VANGUARD FINANCIALS ETF92204A4051,285$1040.01%
295MANULIFE FINL CORP COM56501R1065,500$1040.01%
296ZIMMER HLDGS INCZBH700$1020.01%
297ISHARES GOLD TRUST ETF IAU2,800$1020.01%
298NIKE INC CLASS BNKE918$1010.01%
299TEXAS ROADHOUSE INC COMTXRH900$1010.01%
300COPART INC COMCPRT1,100$1000.01%
301GENERAL MLS INC COM3703341041,295$990.01%
302ARES CAPITAL CORP COMARCC5,238$980.01%
303CORTEVA INC COMCTVA1,710$980.01%
304STAG INDL INC COM85254J1022,700$970.01%
305ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI7,620$970.01%
306KIMBERLY-CLARK CORP COMKMB700$970.01%
307NATIONAL INSTRS CORP COM6365181021,694$970.01%
308GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,181$960.01%
309ISHARES ESG AWARE MSCI USA ETF46435G425956$930.01%
310DOW INC COMDOW1,721$920.01%
311PROSHARES TRUST INVTGRADE INT RATE HEDGED74347B6071,249$910.01%
312ISHARES CORE S&P U.S. GROWTH ETF464287671930$910.01%
313AKAMAI TECHAKAM1,000$900.01%
314ARES CAPITAL CORP 4.625 03/01/2024ARCC90,000$900.01%
315CRACKER BARREL OLD CTRY STORE COM22410J106950$890.01%
316BANK AMERICA CORP COM0605051043,050$880.01%
317FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND337345102600$880.01%
318AUTOZONE INC NEVAZO35$870.01%
319UNILEVER PLC SPON ADR NEWUNLYF1,659$860.01%
320GRAHAM HLDGS CO COM CL BGHM149$850.01%
321QUEST DIAGNOSTICS INCDGX600$840.01%
322ALLSTATE CORPALL-PJ772$840.01%
323ENERGY SELECT SECTOR SPDR81369Y5061,032$840.01%
324THOMSON REUTERS CORP. COMTMSOF612$830.01%
325TRAVELERS COMPANIES INC COMTRV475$820.01%
326VIATRIS INC COMVTRS8,192$820.01%
327VONTIER CORPORATION COMVNT2,547$820.01%
328MARTIN MARIETTA MATLS INC COM573284106175$810.01%
329NEW FORTRESS ENERGY INC COM CL ANFE3,000$800.01%
330CHURCH & DWIGHT INCCHD800$800.01%
331TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100785$790.01%
332ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515228$790.01%
333BLACKSTONE INC COMBX845$790.01%
334ISHARES S&P MIDCAP 400 GROWTH INDEX4642876061,040$780.01%
335REAL ESTATE SELECT SECTOR SPDR FUND81369Y8602,048$770.01%
336TRANE TECHNOLOGIES PLC SHSTT400$770.01%
337XCEL ENERGY INC COMXELLL1,220$760.01%
338PROSHARES LARGE CAP CORE PLUS74347R2481,462$750.01%
339STIFEL FINL CORP COM8606301021,200$720.01%
340VANGUARD SMALL-CAP ETF922908751364$720.01%
341ORACLE CORPORATIONORCL-PD600$710.01%
342REAVES UTIL INCOME FD COM SH BEN INT7561581012,597$710.01%
343SPDR S&P 500 ETF TRUSTSPY160$710.01%
344TEXAS INSTRS INC COM882508104395$710.01%
345AFLAC INC COMAFL1,000$700.01%
346WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT2,400$690.01%
347EOG RESOURCES INCEOG600$690.01%
348MCKESSON CORPMCK162$690.01%
349PFIZER INC COMPFE1,847$680.01%
350ISHARES S&P 500 GROWTH ETF464287309960$680.01%
351LIBERTY GLOBAL PLC SHS CL ALBTYK4,000$670.01%
352CAPITAL ONE FINANCIAL CORP14040H105600$660.01%
353ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396449$650.01%
354DEVON ENERGY CORP 25179M1031,349$650.01%
355RESIDEO TECHNOLOGIES INC COMREZI3,641$640.01%
356VANGUARD SMALL-CAP ETF922908751320$640.01%
357ISHARES DJ SELECT DIVIDEND464287168560$630.01%
358LOCKHEED MARTIN CORPLMT133$610.01%
359NUVEEN PREFERRED AND CONVERTIBLE INCOME FUNU9,328$600.01%
360SEI INVESTMENTS CO7841171031,000$600.01%
361SPDR MSCI EAFE FOSSIL FUEL FREE ETF78470E1061,600$600.01%
362ESSENTIAL UTILS INC COM29670G1021,500$600.01%
363NEXTERA ENERGY PARTNERS LP COM UNIT PART INNEE-PW1,000$590.01%
364OPHTHOTECH 46583P1021,500$590.01%
365PUBLIC SVC ENTERPRISE GRP INC COM744573106950$590.01%
366CINCINNATI FINL CORP COM172062101600$580.01%
367CHARLES SCHWAB CORPSCHW-PJ1,000$570.01%
368EATON VANCE TAX ADV DIV INCETN2,500$570.01%
369LENNOX INTL INC COM526107107175$570.01%
370CANADIAN NATURAL RESOURCES LTD1363851011,000$560.01%
371PHILLIPS 66PSX580$550.01%
372PROSHARES TR SHORT 20 YR TREASURY ETF74347X8492,515$550.01%
373WARNER BROS DISCOVERY INC COM SER AWBD4,375$550.01%
374ISHARES MBS ETF464288588587$550.01%
375CSX CORPCSX1,600$550.01%
376BOSTON SCIENTIFIC CORPBSX1,000$540.01%
377VALERO ENERGY CORPVLO453$530.01%
378COMERICA INC COM2003401071,250$530.01%
379REPUBLIC SVCS INC COM760759100333$510.01%
380WELLS FARGO CO NEW COM9497461011,200$510.01%
381FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5001,000$510.01%
382ISHARES INC MSCI PACIFIC EX-JAPAN4642866651,175$500.01%
383BP PLC SPONSORED ADRBPPFF1,411$500.01%
384CENTERPOINT ENERGY INC COMCNP1,728$500.01%
385KEYSIGHT TECHNOLOGIES INC COMKEYS300$500.01%
386MIRUM PHARMMIRM1,954$500.01%
387ISHARES ESG AWARE US AGGREGATE BOND ETF46435U5491,031$490.01%
388ARVINAS INC COMARVN2,000$490.01%
389BROOKLINE BANCORP INC CMN11373M1075,589$490.01%
390VANGUARD TAX-EXEMPT BOND ETF922907746961$480.01%
391COMCAST CORP NEW CL ACCZ1,150$480.01%
392MAIN STR CAP CORP COM56035L1041,200$480.01%
393MAIN STR CAP CORP COM56035L1041,200$480.01%
394VANGUARD INTERMEDIATE-TERM BOND ETF921937819620$470.01%
395COGNIZANT TECH SOLUTIONS CORPCTSH720$470.01%
396EXACT SCIENCES CORP COM30063P105500$470.01%
397FORD MOTOR COMPANY3453708603,100$470.01%
398JABIL INC COMJBL440$470.01%
399NICE LTD SPONSORED ADRNCSYF225$460.01%
400ACCENTURE LTD BERMUDA CL AACN148$460.01%
401BOSTON BEER INC CL ASAM150$460.01%
402CLEARWAY ENERGY INC CL CCWEN-A1,600$460.01%
403COLGATE PALMOLIVE CO COMCL600$460.01%
404DIAGEO PLCDGEAF268$460.01%
405ISHARES MSCI USA MIN VOL FACTOR ETF46429B697600$450.01%
406AES CORPAES2,162$450.01%
407FORTIVE CORP COMFTV600$450.01%
408HUMANA INC COMHUM100$450.01%
409TYSON FOODS INC CL ATSN869$440.01%
410ISHARES RUSSELL MIDCAP VALUE INDEX464287473397$440.01%
411ASTRAZENECA PLC- SPONS ADRAZN618$440.01%
412CHUBB LIMITED COMCB230$440.01%
413OSHKOSH TRUCK CORPOSK500$430.01%
414SANMINA CORPORATION COMSANM715$430.01%
415DIGITAL RLTY TR INC COM253868103377$430.01%
416GRACO INC COMGGG500$430.01%
417NOKIA CORP ADRNOKBF10,000$420.01%
418ISHARES MSCI EMERGING MARKETS ETF4642872341,058$420.01%
419HENRY JACK & ASSOC INC COM426281101250$420.01%
420SPDR S&P REGIONAL BANKING ETF78464A6981,000$410.01%
421TEXTRON INC COMTXT600$410.01%
422BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC900$410.01%
423ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513529$400.01%
424ARISTA NETWORKS INC COMANET248$400.01%
425BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A115$390.01%
426CYBERARK SOFTWARE LTD SHSM2682V108250$390.01%
427OMNICOM GROUP INC COMOMC400$380.01%
428SEAGEN INC COMSE200$380.01%
429SIRIUS XM RADIO INC SIRI8,400$380.01%
430SOUTHERN CO COMSOMN534$380.01%
431IAC INC COM NEWIAC600$380.01%
432PEPSICO INC COMPEP200$370.01%
433STRYKER CORPSYK121$370.01%
434VANGUARD DIVIDEND APPRECIATION ETF921908844230$370.01%
435GINKGO BIOWORKS HOLDINGS INC CL A SHSDNABW20,000$370.01%
436VANGUARD MID CAP 922908629165$360.00%
437ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF464287242332$360.00%
438ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887310$360.00%
439ENOVIX CORPORATION COMENVX2,000$360.00%
440MODERNA INC COMMRNA300$360.00%
441OUTLOOK THERAPEUTICS INC COM NEWOTLK20,000$350.00%
442DT MIDSTREAM INC COMMON STOCKDTM700$350.00%
443PENUMBRA INC COMPEN100$340.00%
444AMERIS BANCORP COMABCB1,000$340.00%
445CENTENE CORP DEL COMCNC500$340.00%
446GENERAL MOTORS CORP37045V100866$330.00%
447ADVANCED MICRO DEVICES INC COMAMD281$320.00%
448AMPHENOL CORP NEW CL A032095101378$320.00%
449CGI INC CL A SUB VTGGIB300$320.00%
450CHAMPIONX CORPORATION COM15872M1041,028$320.00%
451RESMED INC COMRSMDF140$310.00%
452UNION PAC CORP COMUNP150$310.00%
453VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870388$310.00%
454WALMART INC COMWMT200$310.00%
455ESTEE LAUDER COMPANIES INC518439104160$310.00%
456ISHARES U.S. TREASURY BOND ETF46429B2671,300$300.00%
457SCHWAB INTERNATIONAL EQUITY ETF808524805805$290.00%
458ISHARES MSCI EAFE GROWTH ETF464288885305$290.00%
459BK OF AMERICA CORP 7.25CNV PFD L06050568225$290.00%
460ILLUMINA INC COMILMN156$290.00%
461ARCHER DANIELS MIDLAND CO COMADM375$280.00%
462BRIGHT HORIZONS FAM SOL IN DEL COM109194100300$280.00%
463ROGERS COMMUNICATIONS INC CL BRCIAF600$270.00%
464WASHINGTON TRUST BANCORP INC.9406101081,000$270.00%
465CUMMINS INC COMCMI110$270.00%
466GENERAL ELECTRIC CO COM NEW369604301245$270.00%
467INVESCO S&P GLOBAL WATER INDEX ETFIVZ515$260.00%
468RB GLOBAL INC COMRBA420$250.00%
469WELLS FARGO CO NEW COM949746101585$250.00%
470ISHARES DJ US TELECOM4642877131,120$250.00%
471ATLANTICA SUSTAINABLE INFR PLC SHSALDA1,078$250.00%
472CONSTELLATION BRANDS INC CL ASTZ100$250.00%
473ILLINOIS TOOL WKS INC COM452308109100$250.00%
474ISHARES RUSSELL 2000 VALUE ETF464287630171$240.00%
475INDIA FUND INC4540891031,375$230.00%
476ITT INC COMITT251$230.00%
477NORTHERN TR CORP COMNTRSO300$220.00%
478PPG INDS INC COM693506107150$220.00%
479REGENERON PHARMACEUTICALS INCREGN30$220.00%
480SPIRIT AEROSYSTEMS HLDGS INC COM CL A848574109750$220.00%
481VANGUARD FTSE EMERGING MARKETS ETF922042858549$220.00%
482WASTE MGMT INC DEL COM94106L109125$220.00%
483ISHARES AGGREGATE BOND ETF464287226225$220.00%
484AMYRIS INC COM NEW03236M20025,450$220.00%
485BAXTER INTL INC COM071813109481$220.00%
486ENTEGRIS INC COMENTG200$220.00%
487IMMUNITYBIO INCIBRX10,000$220.00%
488NEWMONT CORP COMNEMCL500$210.00%
489NEXSTAR MEDIA GROUP INC COMMON STOCKNXST125$210.00%
490SAP SE SPON ADRSAPGF156$210.00%
491VANGUARD GROWTH ETF92290873675$210.00%
492BHP GROUP LTD SPONSORED ADSBHPLF351$210.00%
493GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF700$210.00%
494GSK PLC SPONSORED ADRGLAXF587$210.00%
495ORAMED PHARMACEUTICALS INC COM NEWORMP5,700$200.00%
496PNC FINL SVCS GROUP INC COM693475105158$200.00%
497ROYAL CARIBBEAN GROUP COMV7780T103197$200.00%
498VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409262$200.00%
499ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U663570$200.00%
500AKOUSTIS TECHNOLOGIES INC COM00973N1028,200$200.00%