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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

M&R CAPITAL MANAGEMENT INC

Quarter ended Q2 2023 · Filed April 3, 2023 · Accession 0001057395-23-000002

Total Value
$357.1M
Positions
606
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL190,738$31.4M8.81%
2BROADCOM INC COMAVGO31,335$20.1M5.63%
3BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A65,035$20.1M5.62%
4LOWES COS INC COM54866110773,389$14.6M4.10%
5ALPHABET INC CAP STK CL AGOOG130,464$13.5M3.78%
6MERCK & CO INC COMMRK125,159$13.3M3.73%
7VISA INC COM CL AV55,294$12.4M3.49%
8CVS HEALTH CORP COMCVS166,439$12.4M3.47%
9JPMORGAN ULTRA-SHORT INCOME ETF46641Q837204,840$10.3M2.89%
10DEVON ENERGY CORP NEW COM25179M103195,194$9.9M2.76%
11MICROSOFT CORP COMMSFT31,078$9.0M2.51%
12AMAZON COM INC COMAMZN80,261$8.3M2.32%
13JPMORGAN CHASE & CO COMVYLD55,909$7.3M2.04%
14CITIZENS FINL GROUP INC COMCIA222,466$6.8M1.89%
15DISNEY WALT CO COM25468710666,801$6.7M1.87%
16FISERV INC COMFISV56,754$6.4M1.80%
17ALPHABET INC CAP STK CL CGOOG58,569$6.1M1.71%
18PEPSICO INC COMPEP31,930$5.8M1.63%
19NORFOLK SOUTHN CORP COM65584410820,057$4.2M1.19%
20ACCENTURE PLC IRELAND SHS CLASS AACN14,842$4.2M1.19%
21LIBERTY MEDIA CORP DEL COM A SIRIUSXMFWONB146,359$4.1M1.15%
22CITIGROUP INC COM NEWC-PR86,177$4.0M1.13%
23JOHNSON & JOHNSON COMJNJ25,482$3.9M1.11%
24FEDEX CORP COMFDX16,252$3.7M1.04%
25COMCAST CORP NEW CL ACCZ96,495$3.7M1.02%
26COSTCO WHSL CORP NEW COM22160K1057,003$3.5M0.97%
27COCA COLA CO COMKO55,317$3.4M0.96%
28FOX CORP CL A COMFOX98,429$3.4M0.94%
29EXXON MOBIL CORP COMXOM28,210$3.1M0.87%
30ABBVIE INC COMABBV19,266$3.1M0.86%
31UNION PAC CORP COMUNP13,614$2.7M0.77%
32UNITEDHEALTH GROUP INC COMUNH5,578$2.6M0.74%
33ABBOTT LABS COMABLZF24,385$2.5M0.69%
34HOME DEPOT INC COMHD8,285$2.4M0.69%
35CSX CORP COMCSX80,977$2.4M0.68%
36TORONTO DOMINION BK ONT COM NEWTORO40,138$2.4M0.67%
37DANAHER CORPORATION COM2358511029,011$2.3M0.64%
38PROCTER AND GAMBLE CO COM74271810914,584$2.2M0.61%
39WARNER BROS DISCOVERY INC COM SER AWBD143,458$2.2M0.61%
40ISHARES BIOTECHNOLOGY ETF46428755616,221$2.1M0.58%
41COLGATE PALMOLIVE CO COMCL25,544$1.9M0.54%
42BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$1.9M0.52%
43PFIZER INC COMPFE44,391$1.8M0.51%
44CANADIAN PAC RY LTD COM13645T10022,742$1.7M0.49%
45NEXTERA ENERGY INC COMNEE-PW20,896$1.6M0.45%
46BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC31,211$1.4M0.40%
47NVIDIA CORPORATION COMNVDA4,753$1.3M0.37%
48EATON CORP PLC SHSETN7,538$1.3M0.36%
49MASTERCARD INCORPORATED CL AMA3,530$1.3M0.36%
50LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB45,486$1.3M0.36%
51CHEVRON CORP NEW COMCVX7,302$1.2M0.33%
52SYNOVUS FINL CORP COM NEW87161C50135,394$1.1M0.31%
53BANK AMERICA CORP COM06050510437,645$1.1M0.30%
54STRYKER CORPORATION COMSYK3,702$1.1M0.30%
55CANADIAN NATL RY CO COM1363751028,850$1.0M0.29%
56MCDONALDS CORP COMMCD3,551$992,9800.28%
57MONDELEZ INTL INC CL A60920710513,791$961,5580.27%
58HENRY SCHEIN INC COMHSIC11,517$939,0960.26%
59BRISTOL-MYERS SQUIBB CO COMCELG-RI13,026$902,8770.25%
60SALESFORCE INC COMCRM4,512$901,4070.25%
61TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8035,886$888,9110.25%
62AT&T INC COMT-PC45,529$876,3870.25%
63LILLY ELI & CO COMLLY2,459$844,7340.24%
64GENERAL MLS INC COM3703341049,873$843,8230.24%
65STATE STR CORP COMSTT-PG11,000$832,6260.23%
66HONEYWELL INTL INC COM4385161064,331$827,7690.23%
67BANK NEW YORK MELLON CORP COM06405810017,156$779,5760.22%
68AFLAC INC COMAFL11,998$774,1100.22%
69HERSHEY CO COMHSY2,950$750,5090.21%
70LINDE PLC SHSLIN2,072$735,2750.21%
71BLACKSTONE INC COMBX8,345$733,0240.21%
72TARGET CORP COMTGT4,309$713,7610.20%
73CONOCOPHILLIPS COMCOP7,031$697,5450.20%
74SPDR GOLD SHARESGLD3,662$670,9510.19%
75THE CIGNA GROUP COM1255231002,402$614,0160.17%
76AUTOMATIC DATA PROCESSING INC COMADP2,752$612,6770.17%
77QUALCOMM INC COMQCOM4,790$611,0670.17%
78EOG RES INC COMEOG5,319$609,7160.17%
79BECTON DICKINSON & CO COMBDX2,463$609,6910.17%
80YUM BRANDS INC COMYUM4,605$608,2280.17%
81CISCO SYS INC COMCSCO11,156$583,1790.16%
82TJX COS INC NEW COM8725401097,440$583,0720.16%
83VICI PPTYS INC COM92565210917,863$582,6910.16%
84INSIGHT SELECT INCOME FD COM45781W10936,528$580,0640.16%
85ALLSTATE CORP COMALL-PJ5,079$562,8030.16%
86SPDR S&P 500 ETF TRUSTSPY1,333$545,7160.15%
87AMERICAN WTR WKS CO INC NEW COM0304201033,595$526,6310.15%
88BROOKFIELD INFRAST PARTNERS LP LP INT UNITG1625210115,426$520,9470.15%
89ARES CAPITAL CORP COMARCC27,287$498,6810.14%
90US BANCORP DEL COM NEWUSB-PS13,499$486,6400.14%
91ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886469,000$454,8600.13%
92MEDTRONIC PLC SHSMDT5,581$449,9930.13%
93KROGER CO COMKR8,541$421,6790.12%
94PUBLIC SVC ENTERPRISE GRP INC COM7445731066,516$406,9240.11%
95BP PLC SPONSORED ADRBPPFF10,560$400,6540.11%
96ISHARES MSCI EAFE ETF4642874655,547$396,7390.11%
97CHUBB LIMITED COMCB2,041$396,4580.11%
98FIRST TRUST SMALL CAP VALUE ALPHADEX FUND33737M4098,470$386,9940.11%
99AMERICAN EXPRESS CO COMAXP2,285$377,0170.11%
100NOVARTIS AG SPONSORED ADRNVSEF4,050$372,6000.10%
101PHILLIPS 66 COMPSX3,538$358,6820.10%
102ISHARES CORE S&P 500 ETF464287200854$351,0620.10%
103ISHARES CORE S&P SMALL CAP ETF4642878043,626$350,6880.10%
104ISHARES MORNINGSTAR MID-CAP VALUE ETF4642884065,445$336,9360.09%
105SPDR S&P REGIONAL BANKING ETF78464A6987,635$334,8710.09%
106WALMART INC COMWMT2,244$330,9010.09%
107EAST WEST BANCORP INC COMEWBC5,855$324,9440.09%
108MORGAN STANLEY COM NEWMS-PQ3,697$324,6060.09%
109DIAGEO PLC SPON ADR NEWDGEAF1,647$298,4450.08%
110PHILIP MORRIS INTL INC COM7181721093,045$296,1870.08%
111BAXTER INTL INC COM0718131097,240$293,6540.08%
112INTEL CORP COMINTC8,950$292,3960.08%
113ISHARES SELECT DIVIDEND ETF4642871682,481$290,7230.08%
114FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10818,335$290,3760.08%
115CONSOLIDATED EDISON INC COMED2,933$280,6690.08%
116FASTENAL CO COMFAST5,134$276,9270.08%
117GOLDMAN SACHS GROUP INC COMGSCE840$274,7720.08%
118VERIZON COMMUNICATIONS INC COMVZ6,943$270,0240.08%
119ADVANCED MICRO DEVICES INC COMAMD2,742$268,7430.08%
120BERKLEY W R CORP COMWRB-PH4,276$266,2230.07%
121TESLA INC COMTSLA1,273$264,0960.07%
122IRON MTN INC DEL COM46284V1014,935$261,1560.07%
123PNC FINL SVCS GROUP INC COM6934751052,050$260,6090.07%
124AMGEN INC COMAMGN1,077$260,4720.07%
125WASTE MGMT INC DEL COM94106L1091,517$247,5280.07%
126DOMINION ENERGY INC COMD4,406$246,3390.07%
127INTERNATIONAL BUSINESS MACHS COMINTR1,873$245,5310.07%
128RAYTHEON TECHNOLOGIES CORP COMRTX2,466$241,5400.07%
129S&P GLOBAL INC COMSPGI700$241,3390.07%
130ZOETIS INC CL AZTS1,413$235,1790.07%
131CATERPILLAR INC COMCAT1,004$229,7550.06%
132ISHARES RUSSELL 1000 VALUE ETF4642875981,503$228,8650.06%
133DUKE ENERGY CORP NEW COM NEWDUKB2,347$226,4150.06%
134VANECK SEMICONDUCTOR ETF92189F676833$219,2370.06%
135INTERCONTINENTAL EXCHANGE INC COM45866F1042,095$218,4870.06%
136OGE ENERGY CORP COMOGE5,766$217,1470.06%
137WELLS FARGO CO NEW COM9497461015,778$216,0050.06%
138FORTINET INC COMFTNT3,250$215,9950.06%
139SCHWAB US DIVIDEND EQUITY ETF8085247972,847$208,2860.06%
140REPUBLIC SVCS INC COM7607591001,512$204,5140.06%
141SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7885,315$201,9750.06%
142ROYAL BK CDA SUSTAINABL COM7800871022,043$195,2690.05%
143SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4093,465$191,8220.05%
144FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND33737J3075,035$187,3520.05%
145VANGUARD EXTENDED MARKET ETF9229086521,306$183,1830.05%
146MARTIN MARIETTA MATLS INC COM573284106509$180,7440.05%
147EASTERLY GOVT PPTYS INC COM27616P10313,000$178,6200.05%
148AIR PRODS & CHEMS INC COMAIIR614$176,3460.05%
149VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,662$167,4570.05%
150MCCORMICK & CO INC COM NON VTGMKC-V2,005$166,8520.05%
151ALTRIA GROUP INC COMMO3,629$161,9440.05%
152INVESCO QQQ TRUSTIVZ500$160,4650.04%
153MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801062,925$158,7100.04%
154LOEWS CORP COML2,600$150,8520.04%
155FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DYNAMIC INDEX FUNDFLEX5,730$150,5580.04%
156NATIONAL GRID PLC SPONSORED ADR NENMPWP2,198$149,4420.04%
157ISHARES GOLD TRUSTIAU3,950$147,6110.04%
158ORACLE CORP COMORCL-PD1,584$147,1850.04%
159QUEST DIAGNOSTICS INC COMDGX1,008$142,6110.04%
160TAPESTRY INC COMTPR3,300$142,2630.04%
161AMERICAN ELEC PWR CO INC COM0255371011,550$141,0340.04%
162SEMPRA COMSREA900$136,0440.04%
1633M CO COMMMM1,248$131,2700.04%
164ISHARES RUSSELL 1000 ETF464287622573$129,0560.04%
165MARKEL CORP COMMKL100$127,7410.04%
166ALLIANT ENERGY CORP COMLNT2,358$125,9330.04%
167PEMBINA PIPELINE CORP COMPPLOF3,874$125,5170.04%
168REGENERON PHARMACEUTICALS COMREGN150$123,2500.03%
169ISHARES CORE MSCI EAFE ETF46432F8421,815$121,3320.03%
170TRUIST FINL CORP COM89832Q1093,556$121,2770.03%
171WESTERN ASSET INVESTMENT GRADE COM95766T10010,100$120,5940.03%
172POTLATCHDELTIC CORPORATION COM7376301032,400$118,8000.03%
173PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R8331,190$118,1070.03%
174FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q4081,975$117,5320.03%
175WALGREENS BOOTS ALLIANCE INC COM9314271083,377$116,8060.03%
176EMPIRE ST RLTY OP L P UNIT LTD PRTNSP29210210017,692$114,6440.03%
177META PLATFORMS INC CL AMETA538$114,0230.03%
178AVERY DENNISON CORP COMAVY625$111,8310.03%
179ISHARES U.S. HEALTHCARE ETF464287762400$109,2240.03%
180BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC3,038$106,1780.03%
181YUM CHINA HLDGS INC COMYUMC1,610$102,0570.03%
182SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A3591,500$100,6050.03%
183ORGANON & CO COMMON STOCKOGN4,209$98,9670.03%
184VANGUARD DIVIDEND APPRECIATION ETF921908844639$98,4640.03%
185NATIONAL BANKSHARES INC VA COMNBHC3,072$96,6450.03%
186ZIMMER BIOMET HOLDINGS INC COMZBH747$96,5120.03%
187SOUTHERN CO COMSOMN1,350$93,9330.03%
188ISHARES CORE S&P MID-CAP ETF464287507375$93,8100.03%
189BANK NOVA SCOTIA HALIFAX COM0641491071,840$92,6620.03%
190DYNATRACE INC COM NEWDT2,178$92,1290.03%
191ISHARES RUSSELL 2000 ETF464287655514$91,6970.03%
192SPDR S&P BIOTECH ETF78464A8701,200$91,4520.03%
193RITHM CAPITAL CORP COM NEWRITM-PF11,365$90,9200.03%
194SYNCHRONY FINANCIAL COMSYF-PB3,151$90,6800.03%
195VANGUARD RUSSELL 1000 ETF92206C730480$89,4380.03%
196SPDR S&P MIDCAP 400 ETF TRUSTMDY190$87,0970.02%
197UNIVERSAL HEALTH RLTY INCOME T SH BEN INT91359E1051,797$86,4730.02%
198CONSTELLATION BRANDS INC CL ASTZ382$86,2890.02%
199VANGUARD MID-CAP VALUE ETF922908512615$82,4530.02%
200ESSEX PPTY TR INC COM297178105385$80,5600.02%
201CARRIER GLOBAL CORPORATION COMCARR1,760$80,5200.02%
202INVESCO S&P 500 EQUAL WEIGHT ETFIVZ543$78,5280.02%
203LOCKHEED MARTIN CORP COMLMT163$77,1270.02%
204ADOBE SYSTEMS INCORPORATED COMADBE200$77,0740.02%
205TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100824$76,6480.02%
206SHELL PLC SPON ADSRYDAF1,290$74,2260.02%
207VANGUARD FTSE EMERGING MARKETS ETF9220428581,817$73,4300.02%
208DIGITAL RLTY TR INC COM253868103720$70,7830.02%
209FORTIVE CORP COMFTV1,000$68,1700.02%
210NORTHROP GRUMMAN CORP COMNOC146$67,4110.02%
211SCHLUMBERGER LTD COM STKSLB1,360$66,7760.02%
212REALTY INCOME CORP COMO1,033$65,4530.02%
213ISHARES U.S. AEROSPACE & DEFENSE ETF464288760560$64,4440.02%
214OTIS WORLDWIDE CORP COMOTIS759$64,0590.02%
215ISHARES CORE MSCI EUROPE ETF46434V7381,220$63,9030.02%
216OCCIDENTAL PETE CORP COM6745991051,000$62,4300.02%
217NIKE INC CL BNKE505$61,9330.02%
218FIRST LONG IS CORP COM3207341064,576$61,7880.02%
219DISCOVER FINL SVCS COM254709108622$61,4780.02%
220MOODYS CORP COMMCO200$61,2040.02%
221PAYCHEX INC COMPAYX520$59,5860.02%
222ISHARES GLOBAL TECH ETF4642872911,087$59,1270.02%
223ALLETE INC COM NEW018522300903$58,1400.02%
224ESSENTIAL PPTYS RLTY TR INC COM29670E1072,338$58,0990.02%
225ENTERPRISE PRODS PARTNERS L P COM2937921072,200$56,9800.02%
226ISHARES CORE HIGH DIVIDEND ETF46429B663552$56,1800.02%
227HORMEL FOODS CORP COMHRL1,407$56,1480.02%
228SPDR PORTFOLIO S&P 500 ETF78464A8541,153$55,5160.02%
229CAMPBELL SOUP CO COMCPB1,000$54,9800.02%
230LABORATORY CORP AMER HLDGS COM NEW50540R409237$54,3720.02%
231INVESCO VALUE MUN INCOME TR COMIVZ4,400$53,6800.02%
232ILLINOIS TOOL WKS INC COM452308109218$53,0720.01%
233ELEVANCE HEALTH INC COMELV115$52,8780.01%
234PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467579$52,8270.01%
235SYSCO CORP COMSYY679$52,4930.01%
236COMMUNITY BK SYS INC COMCBU1,000$52,4900.01%
237LIBERTY GLOBAL PLC SHS CL ALBTYK2,658$51,8310.01%
238COMMUNITY TR BANCORP INC COM2041491081,335$50,6750.01%
239OMNICOM GROUP INC COMOMC519$49,0350.01%
240UNITED PARCEL SERVICE INC CL BUPS247$48,0020.01%
241SHOPIFY INC CL ASHOP1,000$47,9400.01%
242ASTRAZENECA PLC SPONSORED ADRAZN687$47,6840.01%
243BLACKROCK MUNIHLDGS NJ QLTY FD COMBLK3,837$43,9330.01%
244VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409563$42,9780.01%
245NUVEEN NEW JERSEY QULT MUN FD COMNU3,578$41,8980.01%
246WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUNDWT2,000$41,5400.01%
247CHICKEN SOUP FOR THE SOUL ENTM CL A16842Q10020,160$40,3200.01%
248ASSURED GUARANTY LTD COMAGO800$40,2160.01%
249TANGER FACTORY OUTLET CTRS INC COMSKT2,000$39,2600.01%
250INVESCO DYNAMIC LARGE CAP GROWTH ETFIVZ598$38,8610.01%
251NEW YORK CMNTY CAP TR V UNIT 05/07/51FLG-PU1,000$38,7000.01%
252GENERAL DYNAMICS CORP COMGD167$38,1430.01%
253EVERGY INC COMEVRG610$37,2830.01%
254BLACKROCK TAX MUNICPAL BD TR SHSBLK1,998$35,8040.01%
255FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302242$35,7790.01%
256DENTSPLY SIRONA INC COMXRAY902$35,4520.01%
257METLIFE INC COMMET-PF596$34,5790.01%
258PRUDENTIAL FINL INC COMPUKPF412$34,0880.01%
259WISDOMTREE EUROPE HEDGED EQUITY FUNDWT412$33,9410.01%
260LIBERTY BROADBAND CORP COM SER CLBRDP414$33,8230.01%
261PARKER-HANNIFIN CORP COMPH100$33,6110.01%
262WEYERHAEUSER CO MTN BE COM NEWWY1,107$33,3530.01%
263SPDR S&P 600 SMALL CAP GROWTH ETF78464A201449$33,1130.01%
264INVESCO QUALITY MUN INCOME TR COMIVZ3,300$32,9340.01%
265FREEPORT-MCMORAN INC CL BFCX805$32,9320.01%
266VANECK GOLD MINERS ETF92189F1061,000$32,3500.01%
267GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF517$31,1070.01%
268SNOWFLAKE INC CL ASNOW200$30,8580.01%
269KEYSIGHT TECHNOLOGIES INC COMKEYS190$30,6810.01%
270GENUINE PARTS CO COMGPC182$30,4920.01%
271NUVEEN SELECT MAT MUN FD SH BEN INTNU3,300$30,4590.01%
272KIMBERLY-CLARK CORP COMKMB225$30,2240.01%
273SCHWAB U.S. LARGE-CAP ETF808524201623$30,1340.01%
274ISHARES 0-5 YEAR TIPS BOND ETF46429B747300$29,7690.01%
275MOTOROLA SOLUTIONS INC COM NEWMSI102$29,1850.01%
276VANGUARD VALUE ETF922908744211$29,1410.01%
277WILLIAMS COS INC COM969457100960$28,6650.01%
278UDR INC COMUDR691$28,3720.01%
279STANLEY BLACK & DECKER INC COMSWK347$27,9610.01%
280PROLOGIS INC. COMPLDGP221$27,5740.01%
281COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852475$27,5350.01%
282SERVICE CORP INTL COM817565104400$27,5120.01%
283GENERAL MTRS CO COM37045V100728$26,7030.01%
284FEDERAL RLTY INVT TR NEW SH BEN INT NEW313745101270$26,6840.01%
285SPDR S&P DIVIDEND ETF78464A763214$26,4730.01%
286EMERSON ELEC CO COMEMR300$26,1420.01%
287UNILEVER PLC SPON ADR NEWUNLYF500$25,9650.01%
288FIDELITY NASDAQ COMPOSITE INDEX ETF315912808525$25,1730.01%
289PIMCO CORPORATE & INCOME OPPOR COMPTY2,000$24,9400.01%
290UTILITIES SELECT SECTOR SPDR FUND81369Y886359$24,3000.01%
291NUVEEN TAXABLE MUNICPAL INM FD COMNU1,501$24,1960.01%
292CHENIERE ENERGY INC COM NEWLNG150$23,6400.01%
293EATON VANCE MUN BD FD COMETN2,220$23,0880.01%
294PETCO HEALTH & WELLNESS CO INC COMWOOF2,500$22,5000.01%
295ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639700$22,0850.01%
296VANGUARD RUSSELL 1000 VALUE ETF92206C714330$22,0470.01%
297DNP SELECT INCOME FD INC COM23325P1042,000$22,0400.01%
298BLACKROCK MUNICIPAL INCOME COMBLK1,877$21,9230.01%
299ESSENTIAL UTILS INC COM29670G102498$21,7370.01%
300CHARTER COMMUNICATIONS INC NEW CL A16119P10860$21,4560.01%
301STARBUCKS CORP COMSBUX200$20,8260.01%
302ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY200$20,4360.01%
303LEGGETT & PLATT INC COMLEG639$20,3880.01%
304ISHARES MICRO-CAP ETF464288869190$19,8560.01%
305TOTALENERGIES SE SPONSORED ADSTTE335$19,7810.01%
306ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND26924G201412$19,7330.01%
307EATON VANCE LTD DURATION INCOM COMETN2,000$19,7000.01%
308EVERCORE INC CLASS AEVR170$19,6140.01%
309ISHARES GLOBAL CLEAN ENERGY ETF464288224990$19,5820.01%
310INVESCO MUNICIPAL TRUST COMVKQ1,969$19,5320.01%
311SPDR S&P 400 MID CAP GROWTH ETF78464A821278$19,0260.01%
312MARSH & MCLENNAN COS INC COM571748102114$18,9860.01%
313TEXAS INSTRS INC COM882508104100$18,6010.01%
314LIBERTY MEDIA CORP DEL COM C BRAVES GRPFWONB546$18,3940.01%
315SEI INVTS CO COM784117103315$18,1710.01%
316LIBERTY MEDIA CORP DEL COM SER C FRMLAFWONB239$17,8840.01%
317ENERGY SELECT SECTOR SPDR FUND81369Y506215$17,8080.00%
318PENUMBRA INC COMPEN63$17,5570.00%
319SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847395$17,3560.00%
320BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN INBX1,625$17,3060.00%
321GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855272$17,2850.00%
322NETFLIX INC COMNFLX50$17,2740.00%
323INVESCO WILDERHILL CLEAN ENERGY ETFIVZ425$17,1740.00%
324CHIPOTLE MEXICAN GRILL INC COMCMG10$17,0820.00%
325BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INTBLK905$16,9140.00%
326NUVEEN NEW YORK AMT QLT MUNICP COMNU1,600$16,9120.00%
327SCHWAB US AGGREGATE BOND ETF808524839360$16,8870.00%
328INVESCO DYNAMIC SEMICONDUCTORS ETFIVZ135$16,6800.00%
329SCHWAB 1-5 YEAR CORPORATE BOND ETF808524714350$16,6470.00%
330INVESCO WATER RESOURCES ETFIVZ300$16,0050.00%
331BOEING CO COMBA-PA75$15,9320.00%
332SCHWAB CHARLES CORP COMSCHW-PJ300$15,7140.00%
333CELANESE CORP DEL COMCE138$15,0470.00%
334SCHWAB U.S. SMALL-CAP ETF808524607357$14,9690.00%
335ALERIAN MLP ETF00162Q452373$14,4160.00%
336SCHWAB U.S. MID-CAP ETF808524508212$14,3840.00%
337BLACKROCK INC COMBLK21$14,3580.00%
338DUPONT DE NEMOURS INC COMDD200$14,3540.00%
339VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870176$14,1180.00%
340BK OF AMERICA CORP 7.25CNV PFD L06050568212$14,0130.00%
341INVESCO GLOBAL WATER ETFIVZ400$13,9920.00%
342ISHARES RUSSELL MIDCAP ETF464287499200$13,9840.00%
343HARTFORD FINL SVCS GROUP INC COMHIG-PG200$13,9380.00%
344WISDOMTREE U.S. HIGH DIVIDEND FUNDWT164$13,4920.00%
345FORD MTR CO DEL COM3453708601,055$13,2930.00%
346BANK HAWAII CORP COM062540109252$13,1240.00%
347ETHAN ALLEN INTERIORS INC COMETD475$13,0430.00%
348NUVEEN PFD & INCOME SECS FD COMNU2,000$12,9200.00%
349GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673450$12,7570.00%
350TREX CO INC COMTREX260$12,6540.00%
351FINANCIAL SELECT SECTOR SPDR FUND81369Y605393$12,6340.00%
352MEDICAL PPTYS TRUST INC COM58463J3041,536$12,6250.00%
353APPLIED MATLS INC COM038222105100$12,2830.00%
354KAYNE ANDERSON ENERGY INFRSTR COM4866061061,420$12,2680.00%
355VISTRA CORP COMVST500$12,0000.00%
356ROYCE VALUE TR INC COMRVT883$11,9940.00%
357NU SKIN ENTERPRISES INC CL ANUS300$11,7930.00%
358ARCHER DANIELS MIDLAND CO COMADM147$11,7500.00%
359GABELLI UTIL TR COM36240A1011,638$11,7150.00%
360BLACKROCK INNOVATION AND GRW SHS BEN INTBLK1,457$11,6990.00%
361CALIFORNIA WTR SVC GROUP COM130788102200$11,6400.00%
362EMBECTA CORP COMMON STOCKEMBC404$11,3600.00%
363SCHWAB U.S. LARGE-CAP VALUE ETF808524409167$10,9510.00%
364ARRAY TECHNOLOGIES INC COM SHSARRY500$10,9400.00%
365VONTIER CORPORATION COMVNT400$10,9360.00%
366SANOFI SPONSORED ADRSNYNF200$10,8840.00%
367HEALTH CARE SELECT SECTOR SPDR FUND81369Y20984$10,8740.00%
368TYSON FOODS INC CL ATSN180$10,7350.00%
369ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ547$10,4530.00%
370INVESCO DYNAMIC PHARMACEUTICALS ETFIVZ135$10,2600.00%
371CALAMOS CONV & HIGH INCOME FD COM SHS12811P108930$10,1550.00%
372FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200208$10,0010.00%
373VULCAN MATLS CO COM92916010958$9,9500.00%
374INVESCO DYNAMIC SOFTWARE ETFIVZ97$9,8400.00%
375AMERICAN SUPERCONDUCTOR CORP SHS NEWAMSC2,000$9,8200.00%
376WELLTOWER INC COMWELL135$9,6780.00%
377VODAFONE GROUP PLC NEW SPONSORED ADR92857W308874$9,6480.00%
378INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ227$9,5810.00%
379CORNING INC COMGLW265$9,3630.00%
380ISHARES S&P SMALL-CAP 600 VALUE ETF464287879100$9,3590.00%
381EQUIFAX INC COMEFX46$9,3300.00%
382SMITH A O CORP COMAOS134$9,2930.00%
383ISHARES MSCI EMERGING MARKETS ETF464287234234$9,2330.00%
384ISHARES COHEN & STEERS REIT ETF464287564166$9,2190.00%
385NEWMONT CORP COMNEMCL187$9,1660.00%
386ABRDN JAPAN EQUITY FUND INC COMJEQ1,675$9,1640.00%
387ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407215$8,9610.00%
388PACER DATA & INFRASTRUCTURE REAL ESTATE ETF69374H741300$8,8950.00%
389NUVEEN MUN VALUE FD INC COMNU1,000$8,8100.00%
390OPKO HEALTH INC COMOPK6,000$8,7600.00%
391INVESCO CEF INCOME COMPOSITE ETFIVZ480$8,7450.00%
392SCHWAB SHORT-TERM US TREASURY ETF808524862179$8,7330.00%
393LINCOLN NATL CORP IND COM534187109387$8,6950.00%
394ABRDN INCOME CREDIT STRATEGIES COMACP-PA1,266$8,4440.00%
395ROLLINS INC COMROL225$8,4440.00%
396JPMORGAN BETABUILDERS JAPAN ETF46641Q217174$8,4210.00%
397SPROTT JUNIOR GOLD MINERS ETFSII250$8,3650.00%
398ISHARES RUSSELL TOP 200 VALUE ETF464289420124$8,0720.00%
399INVESCO PREFERRED ETFIVZ700$8,0360.00%
400NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS670699107330$7,9000.00%
401SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889244$7,8370.00%
402LIBERTY MEDIA CORP DEL COM SER A FRMLAFWONB116$7,8300.00%
403KEYCORP COM493267108617$7,7240.00%
404SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474259$7,6740.00%
405SONOCO PRODS CO COM835495102125$7,6540.00%
406DONEGAL GROUP INC CL ADGICB500$7,6400.00%
407LIBERTY BROADBAND CORP COM SER ALBRDP93$7,6370.00%
408SCHWAB U.S. LARGE-CAP GROWTH ETF808524300117$7,6240.00%
409VERTEX PHARMACEUTICALS INC COMVRTX24$7,5610.00%
410NUVEEN AMT FREE QLTY MUN INCME COMNU677$7,5280.00%
411DOLLAR GEN CORP NEW COM25667710535$7,3660.00%
412COTERRA ENERGY INC COMCTRA300$7,3620.00%
413SOUTHWEST AIRLS CO COM844741108221$7,1910.00%
414PROGRESSIVE CORP COM74331510350$7,1530.00%
415NUVEEN AMT FREE MUN CR INC FD COMNU604$7,1150.00%
416GABELLI CONV & INC SECS FD INC COM36240B1091,591$7,0660.00%
417HILTON WORLDWIDE HLDGS INC COMHLT49$6,9020.00%
418MANPOWERGROUP INC WIS COMMAN83$6,8680.00%
419ARCH CAP GROUP LTD ORDG0450A105100$6,7870.00%
420ISHARES S&P MID-CAP 400 VALUE ETF46428770565$6,6800.00%
421ISHARES S&P SMALL-CAP 600 GROWTH ETF46428788760$6,5960.00%
422PROSHARES ULTRA CONSUMER DISCRETIONARY74347R750244$6,5580.00%
423BROOKFIELD CORP CL A LTD VT SH11271J107200$6,5070.00%
424MOSAIC CO NEW COMMOS140$6,4230.00%
425HYSTER YALE MATLS HANDLING INC CL AHY127$6,3660.00%
426GABELLI DIVID & INCOME TR COM36242H104300$6,2370.00%
427DEERE & CO COMDE15$6,2110.00%
428BROWN FORMAN CORP CL ABF-B95$6,1930.00%
429VANECK VIETNAM ETF92189F817504$6,1470.00%
430GABELLI EQUITY TR INC COMGAB-PK1,066$6,1180.00%
431ISHARES S&P 500 GROWTH ETF46428730995$6,0690.00%
432KEURIG DR PEPPER INC COMKDP170$5,9970.00%
433PIMCO DYNAMIC INCOME FD SHS72201Y101327$5,8920.00%
434VALERO ENERGY CORP COMVLO40$5,7220.00%
435JPMORGAN BETABUILDERS CANADA ETF46641Q22593$5,5360.00%
436BROADRIDGE FINL SOLUTIONS INC COM11133T10337$5,4230.00%
437FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND33737J174106$5,3730.00%
438PATTERSON COS INC COM703395103200$5,3540.00%
439ANALOG DEVICES INC COMADI27$5,3490.00%
440DIRTT ENVIRONMENTAL SOLUTIONS COMDRTTF10,000$5,3300.00%
441ISHARES S&P 500 VALUE ETF46428740835$5,3110.00%
442XYLEM INC COMXYL50$5,2350.00%
443MICROCHIP TECHNOLOGY INC. COMMCHPP62$5,2170.00%
444FOX CORP CL B COMFOX166$5,1970.00%
445PACKAGING CORP AMER COM69515610937$5,1900.00%
446DUFF & PHELPS UTLITY AND INFST COM26433C105382$5,0920.00%
447NORTHWEST NAT HLDG CO COM66765N105106$5,0880.00%
448AMERICAN INTL GROUP INC COM NEW026874784100$5,0360.00%
449GSK PLC SPONSORED ADRGLAXF136$4,8380.00%
450LIBERTY GLOBAL PLC SHS CL CLBTYK234$4,7680.00%
451ISHARES PREFERRED & INCOME SECURITIES ETF464288687150$4,6830.00%
452UGI CORP NEW COM902681105134$4,6650.00%
453ABM INDS INC COM000957100100$4,4940.00%
454ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF46436E502134$4,4540.00%
455SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80588$4,4370.00%
456OLD REP INTL CORP COM680223104176$4,4150.00%
457ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724240$4,3840.00%
458LIVENT CORP COMLIVG200$4,3440.00%
459LYONDELLBASELL INDUSTRIES N V SHS - A -LYB45$4,2510.00%
460SNAP ON INC COMSNA17$4,2400.00%
461SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R408170$4,2220.00%
462DOW INC COMDOW74$4,1040.00%
463INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70440$4,0470.00%
464VANGUARD GROWTH ETF92290873616$4,0330.00%
465BEST BUY INC COMBBY51$4,0290.00%
466VANGUARD RUSSELL 2000 GROWTH ETF92206C62324$3,9610.00%
467ISHARES S&P MID-CAP 400 GROWTH ETF46428760655$3,9330.00%
468EATON VANCE TAX-MANAGED DIVERS COMETN333$3,8860.00%
469CASS INFORMATION SYS INC COMCASS88$3,8310.00%
470ENBRIDGE INC COMENNPF100$3,8080.00%
471FRANKLIN RESOURCES INC COMBEN140$3,7740.00%
472WHIRLPOOL CORP COMWHR-PA28$3,7230.00%
473ENTERPRISE BANCORP INC MASS COM293668109117$3,7000.00%
474HANESBRANDS INC COM410345102700$3,6820.00%
475TOMPKINS FINL CORP COM89011010954$3,6310.00%
476HSBC HLDGS PLC SPON ADR NEWHBCYF105$3,5830.00%
477MDU RES GROUP INC COM552690109116$3,5480.00%
478VANGUARD RUSSELL 2000 ETF92206C66449$3,5310.00%
479XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200100$3,5200.00%
480JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC-EX JAPAN ETF46641Q23369$3,3910.00%
481LITHIUM AMERS CORP NEW COM NEWLTUM150$3,2640.00%
482B & G FOODS INC NEW COMBGS210$3,2610.00%
483MATERIALS SELECT SECTOR SPDR FUND81369Y10040$3,2260.00%
484SCHWAB INTERNATIONAL EQUITY ETF80852480591$3,1660.00%
485ARROW FINL CORP COM042744102126$3,1470.00%
486ISHARES CORE MSCI EMERGING MARKETS ETF46434G10362$3,0240.00%
487BAIDU INC SPON ADR REP ABAIDF20$3,0180.00%
488JBG SMITH PPTYS COM46590V100200$3,0120.00%
489ALLEGRO MICROSYSTEMS INC COMALGM59$2,8310.00%
490FAIR ISAAC CORP COMFICO4$2,8100.00%
491PPL CORP COMPPLC100$2,7790.00%
492SPDR S&P 400 MID CAP VALUE ETF78464A83942$2,7750.00%
493LATTICE SEMICONDUCTOR CORP COMLSCC29$2,7690.00%
494PARAMOUNT GLOBAL CLASS B COM92556H206124$2,7660.00%
495FLOWERS FOODS INC COMFLO100$2,7410.00%
496SCHNEIDER NATIONAL INC CL BSNDR100$2,6750.00%
497SPDR S&P 600 SMALL CAP VALUE ETF78464A30035$2,6660.00%
498ISHARES CHINA LARGE-CAP ETF46428718490$2,6570.00%
499VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640625$2,6370.00%
500SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R64861$2,6040.00%