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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

Dakota Wealth Management

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001085146-23-000750

Total Value
$1.41B
Positions
869
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663699,944$64.0M4.71%
2MICROSOFT CORPMSFT192,795$46.2M3.40%
3APPLE INCAAPL352,119$45.8M3.37%
4JOHNSON & JOHNSONJNJ148,139$26.2M1.92%
5EXXON MOBIL CORPXOM207,818$22.9M1.69%
6ISHARES TR46429B697305,251$22.0M1.62%
7NEXTERA ENERGY INCNEE-PW258,145$21.6M1.59%
8ISHARES TR464287101124,650$21.3M1.56%
9HOME DEPOT INCHD65,868$20.8M1.53%
10CHEVRON CORP NEWCVX114,251$20.5M1.51%
11SPDR SER TR78468R523201,534$20.0M1.47%
12STARBUCKS CORPSBUX183,354$18.2M1.34%
13JPMORGAN CHASE & COVYLD132,462$17.8M1.31%
14VISA INCV85,056$17.7M1.30%
15UNITEDHEALTH GROUP INCUNH32,312$17.1M1.26%
16LILLY ELI & COLLY42,371$15.5M1.14%
17MCDONALDS CORPMCD57,771$15.2M1.12%
18SPDR SER TR78468R101514,596$14.9M1.09%
19BERKSHIRE HATHAWAY INC DELBRK-A45,179$14.0M1.03%
20COSTCO WHSL CORP NEW22160K10529,567$13.5M0.99%
21INVESCO QQQ TRIVZ48,557$12.9M0.95%
22PEPSICO INCPEP71,210$12.9M0.95%
23ISHARES TR46428761454,098$11.6M0.85%
24AMAZON COM INCAMZN136,261$11.4M0.84%
25J P MORGAN EXCHANGE TRADED F46641Q837225,816$11.3M0.83%
26SPDR SER TR78468R853301,734$11.2M0.82%
27ISHARES TR464287457132,712$10.8M0.79%
28ABBVIE INCABBV65,704$10.6M0.78%
29ABBOTT LABSABLZF95,191$10.5M0.77%
30SPDR INDEX SHS FDS78463X541181,855$10.4M0.76%
31WASTE MGMT INC DEL94106L10964,870$10.2M0.75%
32PROGRESSIVE CORP74331510378,435$10.2M0.75%
33ACCENTURE PLC IRELANDACN37,279$9.9M0.73%
34ZOETIS INCZTS67,814$9.9M0.73%
35PFIZER INCPFE193,858$9.9M0.73%
36ALPHABET INCGOOG110,110$9.8M0.72%
37REPUBLIC SVCS INC76075910074,667$9.6M0.71%
38EATON CORP PLCETN59,869$9.4M0.69%
39VALERO ENERGY CORPVLO65,976$8.4M0.62%
40ULTA BEAUTY INCULTA17,151$8.0M0.59%
41KINDER MORGAN INC DELEP-PC420,618$7.6M0.56%
42ALPHABET INCGOOG85,806$7.6M0.56%
43DISNEY WALT CO25468710684,740$7.4M0.54%
44BECTON DICKINSON & COBDX28,887$7.3M0.54%
45ARCHER DANIELS MIDLAND COADM77,876$7.2M0.53%
46SPDR S&P MIDCAP 400 ETF TRMDY16,183$7.2M0.53%
47SSGA ACTIVE ETF TR78467V608174,734$7.1M0.53%
48HONEYWELL INTL INC43851610632,803$7.0M0.52%
49ISHARES TR46428815866,530$6.9M0.51%
50HENRY JACK & ASSOC INC42628110137,145$6.5M0.48%
51SPDR S&P 500 ETF TRSPY16,959$6.5M0.48%
52AMERISOURCEBERGEN CORPCOR38,691$6.4M0.47%
53WILLIS TOWERS WATSON PLC LTDWTW26,106$6.4M0.47%
54SPDR SER TR78464A854137,410$6.2M0.45%
55TJX COS INC NEW87254010974,503$5.9M0.44%
56ISHARES TR464288646118,587$5.9M0.43%
57SELECT SECTOR SPDR TR81369Y80347,252$5.9M0.43%
58CAPITAL ONE FINL CORP14040H10563,013$5.9M0.43%
59UNITED RENTALS INCURI16,229$5.8M0.42%
60COMCAST CORP NEWCCZ161,282$5.6M0.41%
61DEERE & CODE13,144$5.6M0.41%
62PROCTER AND GAMBLE CO74271810936,843$5.6M0.41%
63CONOCOPHILLIPSCOP45,437$5.4M0.39%
64PHILIP MORRIS INTL INC71817210951,328$5.2M0.38%
65DIAGEO PLCDGEAF28,132$5.0M0.37%
66CVS HEALTH CORPCVS53,232$5.0M0.36%
67BROADCOM INCAVGO8,871$5.0M0.36%
68ORACLE CORPORCL-PD60,566$5.0M0.36%
69MCCORMICK & CO INCMKC-V58,516$4.9M0.36%
70AMERICAN ELEC PWR CO INC02553710151,055$4.8M0.36%
71INGERSOLL RAND INCIR92,296$4.8M0.35%
72L3HARRIS TECHNOLOGIES INCLHX22,680$4.7M0.35%
73TRUIST FINL CORP89832Q109106,956$4.6M0.34%
74INVESCO QQQ TRIVZ17,200$4.6M0.34%
75CATERPILLAR INCCAT19,079$4.6M0.34%
76APPLE HOSPITALITY REIT INCAPLE289,084$4.6M0.34%
77CROWN CASTLE INCCCI32,562$4.4M0.32%
78SELECT SECTOR SPDR TR81369Y88661,887$4.4M0.32%
79GLOBAL PMTS INC37940X10243,454$4.3M0.32%
80REALTY INCOME CORPO66,011$4.2M0.31%
81EQUINIX INCEQIX6,278$4.1M0.30%
82BANK NEW YORK MELLON CORP06405810089,319$4.1M0.30%
83MASTERCARD INCORPORATEDMA11,560$4.0M0.30%
84SELECT SECTOR SPDR TR81369Y30851,879$3.9M0.28%
85VERIZON COMMUNICATIONS INCVZ98,086$3.9M0.28%
86ISHARES TR46428765522,096$3.9M0.28%
87AMGEN INCAMGN14,650$3.8M0.28%
88PIONEER NAT RES CO72378710716,837$3.8M0.28%
89ISHARES TR46428841435,596$3.8M0.28%
90SELECT SECTOR SPDR TR81369Y20927,580$3.7M0.28%
91SCHWAB STRATEGIC TR80852479747,700$3.6M0.27%
92NUVEEN NEW YORK AMT QLT MUNINU349,603$3.6M0.26%
93CAMPBELL SOUP COCPB61,030$3.5M0.25%
94PENTAIR PLCPNR76,273$3.4M0.25%
95ISHARES TR46428863868,472$3.4M0.25%
96SELECT SECTOR SPDR TR81369Y10043,505$3.4M0.25%
97VANGUARD INDEX FDS9229083639,560$3.4M0.25%
98PHILLIPS 66PSX32,170$3.3M0.25%
99ISHARES TR46428762215,497$3.3M0.24%
100BANK AMERICA CORP06050510496,436$3.2M0.23%
101DOMINION ENERGY INCD51,503$3.2M0.23%
102FIDELITY NATL INFORMATION SV31620M10646,100$3.1M0.23%
103SPDR GOLD TRGLD18,307$3.1M0.23%
104ISHARES TR46428722631,491$3.1M0.22%
105CANADIAN NAT RES LTD13638510154,450$3.0M0.22%
106ISHARES TR46428780431,514$3.0M0.22%
107UNILEVER PLCUNLYF59,022$3.0M0.22%
108CHARTER COMMUNICATIONS INC N16119P1088,691$2.9M0.22%
109SIMPLIFY EXCHANGE TRADED FUN82889N699111,075$2.9M0.21%
110PRINCIPAL FINANCIAL GROUP INPFG34,408$2.9M0.21%
111GENERAL MTRS CO37045V10085,791$2.9M0.21%
112TARGET CORPTGT19,101$2.8M0.21%
113PAYCHEX INCPAYX23,480$2.7M0.20%
114VANGUARD INDEX FDS92290873612,708$2.7M0.20%
115VANECK ETF TRUST92189F387120,631$2.7M0.20%
116SELECT SECTOR SPDR TR81369Y60577,593$2.7M0.20%
117UNION PAC CORPUNP12,768$2.6M0.19%
118ISHARES TR4642872006,859$2.6M0.19%
119SPDR SER TR78464A50867,372$2.6M0.19%
120ISHARES TR46428715030,508$2.6M0.19%
121MDU RES GROUP INC55269010985,143$2.6M0.19%
122SELECT SECTOR SPDR TR81369Y85252,844$2.5M0.19%
123SPDR SER TR78464A40949,539$2.5M0.18%
124ISHARES TR4642872006,485$2.5M0.18%
125EATON VANCE MUN BD FDETN230,416$2.4M0.18%
126VANGUARD BD INDEX FDS92193781931,868$2.4M0.17%
127GLACIER BANCORP INC NEWGBCI47,624$2.4M0.17%
128NUTRIEN LTDNTR31,671$2.3M0.17%
129MERCK & CO INCMRK20,678$2.3M0.17%
130NVIDIA CORPORATIONNVDA15,664$2.3M0.17%
131SELECT SECTOR SPDR TR81369Y40717,715$2.3M0.17%
132NIKE INCNKE19,123$2.2M0.16%
133PROLOGIS INC.PLDGP19,797$2.2M0.16%
134MONDELEZ INTL INC60920710533,214$2.2M0.16%
135NUVEEN AMT FREE QLTY MUN INCNU193,100$2.2M0.16%
136VIATRIS INCVTRS196,485$2.2M0.16%
137VANGUARD WHITEHALL FDS92194640620,075$2.2M0.16%
138CIGNA CORP NEW1255231006,541$2.2M0.16%
139MICROSOFT CORPMSFT8,951$2.1M0.16%
140BLACKROCK MUNICIPAL INCOMEBLK184,668$2.1M0.15%
141QUALCOMM INCQCOM18,728$2.1M0.15%
142RAYTHEON TECHNOLOGIES CORPRTX20,348$2.1M0.15%
143CISCO SYS INCCSCO42,672$2.0M0.15%
144SELECT SECTOR SPDR TR81369Y70420,510$2.0M0.15%
145BLACKROCK UTILS INFRASTRUCTUBLK96,489$2.0M0.15%
146LOWES COS INC5486611079,690$1.9M0.14%
147TEXAS INSTRS INC88250810411,555$1.9M0.14%
148KIMBERLY-CLARK CORPKMB14,005$1.9M0.14%
149WEC ENERGY GROUP INCWEC20,160$1.9M0.14%
150LOCKHEED MARTIN CORPLMT3,861$1.9M0.14%
151POSTAL REALTY TRUST INCPSTL129,023$1.9M0.14%
152SPDR S&P 500 ETF TRSPY4,800$1.8M0.14%
153BRISTOL-MYERS SQUIBB COCELG-RI25,451$1.8M0.13%
154PRUDENTIAL FINL INCPUKPF18,277$1.8M0.13%
155VANGUARD WORLD FDS92204A5047,259$1.8M0.13%
156FIRST INTST BANCSYSTEM INC32055Y20146,396$1.8M0.13%
157WHEATON PRECIOUS METALS CORPWPM44,365$1.7M0.13%
158ISHARES TR46428749925,572$1.7M0.13%
159ALLSTATE CORPALL-PJ12,708$1.7M0.13%
160THERMO FISHER SCIENTIFIC INCTMO3,104$1.7M0.13%
161WALMART INCWMT11,817$1.7M0.12%
162ISHARES TR46429B65532,934$1.7M0.12%
163VALMONT INDS INC9202531014,985$1.6M0.12%
164NORTHROP GRUMMAN CORPNOC2,997$1.6M0.12%
165SELECT SECTOR SPDR TR81369Y50618,577$1.6M0.12%
166T-MOBILE US INCTMUSZ11,368$1.6M0.12%
167ISHARES TR4642876487,315$1.6M0.12%
168ISHARES TR46432F33913,699$1.6M0.11%
169SELECT SECTOR SPDR TR81369Y86042,145$1.6M0.11%
170SCHWAB STRATEGIC TR80852420134,283$1.5M0.11%
171UNITEDHEALTH GROUP INCUNH2,814$1.5M0.11%
172MSCI INCMSCI3,199$1.5M0.11%
173OREILLY AUTOMOTIVE INC67103H1071,758$1.5M0.11%
174VISA INCV6,855$1.4M0.10%
175AZENTA INCAZTA24,397$1.4M0.10%
176VANGUARD TAX-MANAGED FDS92194385833,709$1.4M0.10%
177VANGUARD INDEX FDS9229087697,345$1.4M0.10%
178VANGUARD INTL EQUITY INDEX F92204277527,943$1.4M0.10%
179INVESCO EXCHANGE TRADED FD TIVZ9,890$1.4M0.10%
180VANGUARD INDEX FDS9229083633,842$1.3M0.10%
181BLACKROCK MUNIHLDNGS CALI QLBLK123,969$1.3M0.10%
182SK GROWTH OPPORTUNITIES CORPG8192N103130,500$1.3M0.10%
183VANGUARD INDEX FDS9229087517,174$1.3M0.10%
184VANGUARD INDEX FDS9229087696,803$1.3M0.10%
185JPMORGAN CHASE & COVYLD9,613$1.3M0.09%
186AMAZON COM INCAMZN15,316$1.3M0.09%
187KEYSIGHT TECHNOLOGIES INCKEYS7,484$1.3M0.09%
188VMWARE INC92856340210,414$1.3M0.09%
189SCHWAB CHARLES CORPSCHW-PJ14,934$1.2M0.09%
190FIDELITY COVINGTON TRUST31609260019,329$1.2M0.09%
191STRYKER CORPORATIONSYK5,045$1.2M0.09%
192ISHARES TR4642875988,133$1.2M0.09%
193SCHWAB STRATEGIC TR80852440918,593$1.2M0.09%
194JOHNSON & JOHNSONJNJ6,907$1.2M0.09%
195AUTOZONE INCAZO493$1.2M0.09%
196ESSEX PPTY TR INC2971781055,723$1.2M0.09%
197AON PLCAON4,018$1.2M0.09%
198THRIVE ACQUISITION CORPORATIG7158C101114,700$1.2M0.09%
199NUVEEN CA QUALTY MUN INCOMENU106,525$1.2M0.09%
200AMERICAN EXPRESS COAXP7,773$1.1M0.08%
201THERMO FISHER SCIENTIFIC INCTMO2,082$1.1M0.08%
202ISHARES TR4642876895,176$1.1M0.08%
203SCHWAB STRATEGIC TR80852450817,195$1.1M0.08%
204ISHARES U S ETF TR46431W50722,790$1.1M0.08%
205VANGUARD SCOTTSDALE FDS92206C10219,045$1.1M0.08%
206UNITED PARCEL SERVICE INCUPS6,332$1.1M0.08%
207ISHARES TR4642875074,528$1.1M0.08%
208SYSCO CORPSYY14,227$1.1M0.08%
209DANAHER CORPORATION2358511024,071$1.1M0.08%
210ANALOG DEVICES INCADI6,578$1.1M0.08%
211EATON VANCE MUN BD FDETN103,055$1.1M0.08%
212LINDE PLCLIN3,279$1.1M0.08%
213ACCENTURE PLC IRELANDACN4,005$1.1M0.08%
214VANGUARD INTL EQUITY INDEX F92204285827,340$1.1M0.08%
215VANGUARD INDEX FDS9229087515,798$1.1M0.08%
216ALLY FINL INC02005N10043,485$1.1M0.08%
217COHEN & STEERS INFRASTRUCTUR19248A10944,060$1.1M0.08%
218DECKERS OUTDOOR CORPDECK2,640$1.1M0.08%
219STRATIM CLOUD ACQUISITION CO86309R107103,400$1.0M0.08%
220AMERICAN TOWER CORP NEW03027X1004,881$1.0M0.08%
221GOLDMAN SACHS GROUP INCGSCE3,003$1.0M0.08%
222ISHARES TR46428756418,600$1.0M0.08%
223BOEING COBA-PA5,353$1.0M0.08%
224METLIFE INCMET-PF13,579$982,7110.07%
225BERRY GLOBAL GROUP INC08579W10316,233$980,9600.07%
226VANGUARD INDEX FDS9229087446,899$968,3860.07%
227WISDOMTREE TRWT15,461$957,8090.07%
228TE CONNECTIVITY LTDTEL8,267$949,0570.07%
229LULULEMON ATHLETICA INCLULU2,949$944,8010.07%
230INVESCO MUNICIPAL TRUSTVKQ94,962$940,1240.07%
231PUBLIC STORAGEPSA-PS3,350$938,6360.07%
232TESLA INCTSLA7,599$936,0450.07%
233AMERICAN TOWER CORP NEW03027X1004,348$921,1670.07%
234SERVICENOW INCNOW2,372$920,9760.07%
235LOWES COS INC5486611074,603$917,1020.07%
236ALPHABET INCGOOG10,378$915,6510.07%
237CORNING INCGLW28,645$914,9210.07%
238DUKE ENERGY CORP NEWDUKB8,866$913,0860.07%
239TRAVELERS COMPANIES INCTRV4,836$906,7020.07%
240ADOBE SYSTEMS INCORPORATEDADBE2,657$894,1600.07%
241INTUITINTU2,280$887,4220.07%
242CHESAPEAKE ENERGY CORPEXE9,375$884,7190.07%
243ISHARES TR4642871768,307$884,2100.07%
244DANAHER CORPORATION2358511023,323$882,0850.06%
245BLACK HILLS CORPBKH12,540$882,0640.06%
246SPDR SER TR78464A69814,940$877,5760.06%
247MORGAN STANLEYMS-PQ10,291$874,9520.06%
248NORFOLK SOUTHN CORP6558441083,526$868,8770.06%
249DNP SELECT INCOME FD INC23325P10476,074$855,8280.06%
250AVALON ACQUISITION INCAWX83,150$852,2880.06%
251BLACKROCK MUNIHOLDINGS FD INBLK69,939$849,0590.06%
252ISHARES TR46428868727,605$842,7710.06%
253ISHARES TR4642871686,963$839,7380.06%
254NUVEEN MUNICIPAL CREDIT INCNU69,200$835,9360.06%
255INTUITIVE SURGICAL INCISRG3,144$834,2870.06%
256NUVEEN AMT FREE QLTY MUN INCNU72,620$825,6840.06%
257COCA COLA COKO12,957$824,2000.06%
258CISCO SYS INCCSCO17,204$819,5990.06%
259INVESCO EXCHANGE TRADED FD TIVZ12,880$817,8410.06%
260DEVON ENERGY CORP NEW25179M10313,270$816,2330.06%
261US BANCORP DELUSB-PS18,713$816,0740.06%
262ENBRIDGE INCENNPF20,888$815,9250.06%
263BLACKROCK MUN INCOME TRBLK80,596$810,7960.06%
264ILLINOIS TOOL WKS INC4523081093,678$810,2190.06%
265DIMENSIONAL ETF TRUST25434V60918,311$804,7680.06%
266BLACKROCK CALIF MUN INCOME TBLK73,375$794,6510.06%
267AUTODESK INCADSK4,231$790,6470.06%
268NUVEEN QUALITY MUNCP INCOMENU66,499$784,6880.06%
269SPDR SER TR78464A47426,189$769,4330.06%
270COMCAST CORP NEWCCZ21,967$768,1860.06%
271NIKE INCNKE6,560$767,5860.06%
272C & F FINL CORP12466Q10413,001$757,5540.06%
273VANGUARD SCOTTSDALE FDS92206C40910,006$752,3720.06%
274FIDELITY COVINGTON TRUST31609230316,725$749,4470.06%
275GLOBAL BLOCKCHAIN ACQUI CORP37961B10474,075$747,4170.05%
276VERISK ANALYTICS INCVRSK4,224$745,1980.05%
277ALCON AGALC10,809$738,2830.05%
278VANGUARD INTL EQUITY INDEX F92204286611,416$734,6150.05%
279WISDOMTREE TRWT25,736$731,9180.05%
280PONO CAP TWO INC73245B10771,600$730,3200.05%
281ISHARES TR4642874407,620$729,8440.05%
282CANADIAN PAC RY LTD13645T1009,774$729,0430.05%
283GOAL ACQUISITIONS CORP38021H10772,200$726,3320.05%
284SPDR SER TR78464A35911,236$722,9240.05%
285VANGUARD BD INDEX FDS92193783510,060$722,7100.05%
286AUTOMATIC DATA PROCESSING INADP3,002$716,9670.05%
287MONOLITHIC PWR SYS INC6098391052,023$715,3530.05%
288PFIZER INCPFE13,958$715,2080.05%
289WESTERN ASST INFLTN LKD INM95766Q10682,595$711,1430.05%
290ABRDN TOTAL DYNAMIC DIVIDENDAOD90,935$709,2930.05%
291NOVO-NORDISK A SNONOF5,191$702,5500.05%
292WHITESTONE REITWSR72,830$702,0810.05%
293BLACKROCK MUNIVEST FD INCBLK100,000$701,0000.05%
294AON PLCAON2,331$699,6260.05%
295BLACKROCK MUNIYIELD FD INCBLK66,906$696,4910.05%
296HERSHEY COHSY2,978$689,5420.05%
297INVESCO QUALITY MUN INCOME TIVZ72,932$687,0190.05%
298CADENCE DESIGN SYSTEM INCCDNS4,273$686,4150.05%
299ALLIANCEBERNSTEIN NATL MUN I01864U10665,000$681,2000.05%
300ONEOK INC NEWOKE10,346$679,7320.05%
301ATLASSIAN CORPORATIONTEAM5,219$671,5810.05%
302BLACKROCK INCBLK945$669,9090.05%
303ASTRAZENECA PLCAZN9,877$669,6610.05%
304AT&T INCT-PC36,329$668,8140.05%
305JANUS DETROIT STR TR47103U88614,085$667,6290.05%
306PACCAR INCPCAR6,738$666,8870.05%
307WISDOMTREE TRWT10,996$663,7190.05%
308ISHARES TR46428786114,450$654,4400.05%
309NUCOR CORPNUE4,960$653,7780.05%
310EXTRA SPACE STORAGE INCEXR4,399$647,5080.05%
311SPDR SER TR78464A8707,762$644,2460.05%
312HOME DEPOT INCHD2,014$636,1420.05%
313IDEXX LABS INC45168D1041,553$633,5620.05%
314CHEVRON CORP NEWCVX3,527$633,0610.05%
315DEXCOM INCDXCM5,579$631,7660.05%
316META PLATFORMS INCMETA5,249$631,6650.05%
317DOLLAR GEN CORP NEW2566771052,564$631,4320.05%
318GALLAGHER ARTHUR J & CO3635761093,345$630,6660.05%
319BLACKROCK ENHANCED GLOBAL DIBLK65,925$630,2430.05%
320MSCI INCMSCI1,352$628,9100.05%
321FREEPORT-MCMORAN INCFCX16,533$628,2540.05%
322KEURIG DR PEPPER INCKDP17,585$627,0810.05%
323ISHARES TR46432F3964,296$626,9150.05%
324FIDELITY COVINGTON TRUST3160928086,604$624,1440.05%
325CANADIAN PAC RY LTD13645T1008,346$622,5150.05%
326PROCTER AND GAMBLE CO7427181094,097$620,9410.05%
327NVIDIA CORPORATIONNVDA4,242$619,9260.05%
328CORCEPT THERAPEUTICS INCCORT30,200$613,3620.05%
329GABELLI DIVID & INCOME TR36242H10429,720$612,5290.05%
330VANGUARD INTL EQUITY INDEX F92204287410,600$587,6640.04%
331A SPAC II ACQUISITION CORPG0543H10957,250$585,6680.04%
3323M COMMM4,858$582,5940.04%
333BNY MELLON MUN INCOME INC05589T10493,000$582,1800.04%
334GARMIN LTDGRMN6,223$574,3210.04%
335DIMENSIONAL ETF TRUST25434V72417,010$569,4950.04%
336ANALOG DEVICES INCADI3,444$564,9190.04%
337EPAM SYS INCEPAM1,713$561,4190.04%
338ALPHABET INCGOOG6,311$559,9750.04%
339BLACKROCK ENHANCED INTL DIVBLK111,445$559,4540.04%
340BANK AMERICA CORP06050510416,870$558,7340.04%
341BLACKROCK ESG CAP ALLC TRBLK41,280$554,3900.04%
342VICI PPTYS INC92565210917,060$552,7550.04%
343CHICAGO ATLANTIC REAL ESTATEREFI36,663$552,5110.04%
344ISHARES TR46434VBD122,700$552,0640.04%
345INVESCO TR INVT GRADE MUNSIVZ54,300$545,7150.04%
346FERRARI N VRACE2,544$543,4830.04%
347ROYAL BK CDA SUSTAINABL7800871025,761$541,6490.04%
348MARSH & MCLENNAN COS INC5717481023,271$541,2350.04%
349ROCKWELL AUTOMATION INCROK2,100$540,8970.04%
350DYNATRACE INCDT14,068$538,8040.04%
351BIO RAD LABS INC0905722071,277$536,9660.04%
352ISHARES TR4642874658,165$535,9720.04%
353NETFLIX INCNFLX1,811$534,0280.04%
354ASML HOLDING N VASMLF975$532,7400.04%
355SONY GROUP CORPORATIONSNEJF6,942$529,5360.04%
356J P MORGAN EXCHANGE TRADED F46641Q65410,455$528,3430.04%
357VERTEX PHARMACEUTICALS INCVRTX1,828$527,8900.04%
358EATON VANCE CALIF MUN BD FDETN61,010$527,1260.04%
359MARVELL TECHNOLOGY INCMRVL13,972$517,5230.04%
360INTEGRATED WELLNESS ACQ CORPWELWF50,125$517,2900.04%
361VANGUARD INDEX FDS9229087362,410$513,5950.04%
362JOHNSON CTLS INTL PLCG515021057,982$510,8480.04%
363ICON PLCICLR2,629$510,6830.04%
364ADOBE SYSTEMS INCORPORATEDADBE1,503$505,8990.04%
365INVESCO MUN OPPORTUNITY TRIVZ51,000$505,4100.04%
366TARGET CORPTGT3,386$504,6490.04%
367TEXAS INSTRS INC8825081043,047$503,4250.04%
368CUMMINS INCCMI2,075$502,7520.04%
369VANGUARD SPECIALIZED FUNDS9219088443,285$498,8270.04%
370NOVARTIS AGNVSEF5,498$498,7790.04%
371FORTIVE CORPFTV7,730$496,6520.04%
372SPDR SER TR78464A8888,203$494,8050.04%
373TOWNEBANK PORTSMOUTH VA89214P10916,038$494,6120.04%
374INVESCO EXCH TRADED FD TR IIIVZ23,942$491,5290.04%
375BROADCOM INCAVGO870$486,4430.04%
376BLACKROCK SCIENCE & TECHNOLOBLK31,095$486,3260.04%
377NUVEEN OHIO QLTY MUN INCOMENU37,827$480,0250.04%
378LIGHTJUMP ACQUISITION CORP53228M10639,275$475,2280.03%
379MAINSTAY CBRE GBL INFRSTR ME56064Q10734,805$475,0880.03%
380APPLIED MATLS INC0382221054,869$474,1430.03%
381CHIPOTLE MEXICAN GRILL INCCMG338$468,9720.03%
382WEYERHAEUSER CO MTN BEWY15,119$468,6890.03%
383UNITED PARCEL SERVICE INCUPS2,694$468,3250.03%
384PNC FINL SVCS GROUP INC6934751052,948$465,5410.03%
385CVS HEALTH CORPCVS4,988$464,8320.03%
386BRISTOL-MYERS SQUIBB COCELG-RI6,449$464,0060.03%
387HONEYWELL INTL INC4385161062,165$463,9600.03%
388TREACE MED CONCEPTS INC89455T10920,000$459,8000.03%
389AFLAC INCAFL6,384$459,2650.03%
390NEUBERGER BERMAN NEXT GENERANBXG50,440$458,7520.03%
391NEWMONT CORPNEMCL9,690$457,3690.03%
392GENERAL MLS INC3703341045,449$456,9350.03%
393BLOCK INCBSQKZ7,238$454,8360.03%
394NUVEEN MUN VALUE FD INCNU52,530$451,7580.03%
395RESMED INCRSMDF2,166$450,8100.03%
396NUVEEN QUALITY MUNCP INCOMENU38,015$448,5770.03%
397EDWARDS LIFESCIENCES CORPEW6,010$448,4060.03%
398AESTHER HEALTHCARE ACQSTN COAES43,075$447,9800.03%
399XYLEM INCXYL4,051$447,9190.03%
400VANGUARD INTL EQUITY INDEX F9220427758,926$447,5700.03%
401SCHWAB STRATEGIC TR8085243007,975$443,0850.03%
402ANGEL OAK FINL STRATEGIES IN03464A10034,500$441,9450.03%
403NETFLIX INCNFLX1,494$440,5510.03%
404MORGAN STANLEYMS-PQ5,161$438,7880.03%
405LAKESHORE ACQUISITION II CORG5352N10543,000$438,1700.03%
406INVESCO TR INVT GRADE NEW YOIVZ43,360$437,9360.03%
407ISHARES TR46434VAX817,280$432,5180.03%
408ITT INCITT5,327$432,0200.03%
409PACER FDS TR69374H8819,315$430,8190.03%
410INTUITINTU1,106$430,5140.03%
411SALESFORCE INCCRM3,228$428,0010.03%
412BLACKROCK MUNI INCOME TR IIBLK41,385$427,5070.03%
413GSK PLCGLAXF12,118$425,8270.03%
414EATON CORP PLCETN2,712$425,6480.03%
415PRIME NO ACQUISITION I CORP74168P10741,470$421,3350.03%
416INTEGRA LIFESCIENCES HLDGS CIART7,490$419,9640.03%
417INVESCO EXCHANGE TRADED FD TIVZ1,728$419,8530.03%
418AMN HEALTHCARE SVCS INC0017441014,070$418,4770.03%
419WEST PHARMACEUTICAL SVSC INC9553061051,774$417,5110.03%
420RAYTHEON TECHNOLOGIES CORPRTX4,110$414,7810.03%
421ACTIVISION BLIZZARD INC00507V1095,350$409,5440.03%
422INVESCO ADVANTAGE MUN INCOMEIVZ47,600$408,8840.03%
423METLIFE INCMET-PF5,630$407,4430.03%
424PEPSICO INCPEP2,254$407,2080.03%
425AT&T INCT-PC22,049$405,9220.03%
426AGNICO EAGLE MINES LTDAEM7,664$398,4510.03%
427STERIS PLCSTE2,149$396,8990.03%
428PHILIP MORRIS INTL INC7181721093,865$391,1770.03%
429VIRTUS DIVIDEND INTEREST & PNFJ34,545$389,6680.03%
430DUKE ENERGY CORP NEWDUKB3,781$389,4050.03%
431ISHARES TR4642872918,635$387,0960.03%
432PALO ALTO NETWORKS INCPANW2,769$386,3860.03%
433ENPHASE ENERGY INCENPH1,445$382,8670.03%
434ARMADA ACQUISITION CORP IAACIW37,700$381,5240.03%
435VANGUARD WORLD FDS92204A7021,189$379,7780.03%
436TEREX CORP NEWTEX8,835$377,4310.03%
437TRUIST FINL CORP89832Q1098,722$375,3080.03%
438ALTRIA GROUP INCMO8,205$375,0480.03%
439INTERNATIONAL FLAVORS&FRAGRA4595061013,569$374,1740.03%
440MEDTRONIC PLCMDT4,787$372,0830.03%
441CAMECO CORPCCJ16,401$371,8110.03%
442PHILLIPS 66PSX3,562$370,7330.03%
443ABBVIE INCABBV2,272$367,1780.03%
444VANECK ETF TRUST92189H2018,033$366,3850.03%
445SPDR INDEX SHS FDS78463X88912,329$366,0480.03%
446ELEVANCE HEALTH INCELV709$363,6960.03%
447LINDE PLCLIN1,115$363,6910.03%
448PAYPAL HLDGS INCPYPL5,040$358,9490.03%
449BLACKSTONE INCBX4,819$357,5220.03%
450MASTERCARD INCORPORATEDMA1,026$356,7710.03%
451EATON VANCE NEW YORK MUN BDETN39,434$355,3000.03%
452ISHARES GOLD TRIAU10,218$353,4410.03%
453INTEL CORPINTC13,346$352,7240.03%
454STONEBRIDGE ACQUISITION CORPAPACU34,300$352,2610.03%
455LOGAN RIDGE FINANCE CORP54109810915,616$349,1690.03%
456NMI HLDGS INCNMIH16,622$347,4000.03%
457ISHARES INC46434G1037,407$345,9070.03%
458ADVANCED MICRO DEVICES INCAMD5,314$344,1880.03%
459WELLS FARGO CO NEW9497461018,320$343,5360.03%
460BLACKROCK MUNIYIELD QUALITYBLK30,500$341,9050.03%
461AXON ENTERPRISE INCAXON2,058$341,4840.03%
462FERGUSON PLC NEWG3421J1062,679$340,1530.03%
463METTLER TOLEDO INTERNATIONALMTD231$333,8990.02%
464MEDTRONIC PLCMDT4,257$330,8540.02%
465EVERCORE INCEVR3,031$330,6210.02%
466INTERNATIONAL BUSINESS MACHSINTR2,337$329,2980.02%
467EOG RES INCEOG2,519$326,2610.02%
468ISHARES TR46432F8345,596$323,8750.02%
469MARKEL CORPMKL245$322,7850.02%
470KINSALE CAP GROUP INC49714P1081,220$319,0540.02%
471ISHARES TR4642876221,500$315,7800.02%
472SHOCKWAVE MED INC82489T1041,534$315,4060.02%
473BLACKROCK INCBLK445$315,3400.02%
474FORTINET INCFTNT6,448$315,2430.02%
475NEWMARKET CORPNEU1,011$314,6740.02%
476RAYMOND JAMES FINL INC7547301092,943$314,4600.02%
477HESS CORPHESM2,214$313,9740.02%
478VIRTUS ARTIFICIAL INTELLIGENAIO19,350$313,2760.02%
479KKR & CO INCKKRT6,731$312,4360.02%
480EVERGY INCEVRG4,942$311,0000.02%
481ISHARES TR46434V2827,963$310,6370.02%
482ABBOTT LABSABLZF2,795$306,8630.02%
483BLOCK INCBSQKZ4,872$306,1560.02%
484SALESFORCE INCCRM2,303$305,3550.02%
485LATTICE SEMICONDUCTOR CORPLSCC4,702$305,0660.02%
486ALBEMARLE CORPALB-PA1,400$303,4970.02%
487EATON VANCE TAX-MANAGED GLOBETN40,175$303,3210.02%
488BOWLERO CORPLUCK22,000$296,5600.02%
489EATON VANCE TX ADV GLBL DIVETN19,440$293,5440.02%
490ECOLAB INCECL2,011$292,7210.02%
491ICICI BANK LIMITEDIBN13,344$292,1000.02%
492CATERPILLAR INCCAT1,217$291,5450.02%
493SPROUTS FMRS MKT INC85208M1029,000$291,3300.02%
494VANGUARD SPECIALIZED FUNDS9219088441,905$289,2740.02%
495LIVENT CORPLIVG14,407$286,2670.02%
496WASTE CONNECTIONS INCWCN2,153$285,2230.02%
497WELLS FARGO CO NEW9497461016,903$285,0250.02%
498ROPER TECHNOLOGIES INCROP655$283,0190.02%
499TRACTOR SUPPLY COTSCO1,257$282,7870.02%
500ENSIGN GROUP INCENSG2,974$281,3700.02%