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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 Q4 2023 · Filed October 24, 2023 · Accession 0001085146-23-003874

Total Value
$2.27B
Positions
964
Other Managers
17
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200265,901$114.2M5.20%
2APPLE INCAAPL546,348$93.5M4.26%
3MICROSOFT CORPMSFT218,146$68.9M3.14%
4SPDR SER TR78468R663574,179$52.7M2.40%
5AMAZON COM INCAMZN308,714$39.2M1.79%
6ISHARES TR4642886871,125,589$33.9M1.55%
7ISHARES TR464287176299,275$31.0M1.41%
8ISHARES TR464287655173,341$30.6M1.40%
9ALPHABET INCGOOG222,906$29.2M1.33%
10ISHARES TR464287499420,924$29.1M1.33%
11EXXON MOBIL CORPXOM243,692$28.7M1.31%
12VANGUARD STAR FDS921909768517,656$27.7M1.26%
13VISA INCV118,898$27.3M1.25%
14JPMORGAN CHASE & COVYLD177,583$25.8M1.17%
15ELI LILLY & COLLY43,473$23.4M1.06%
16ISHARES TR464287101114,502$23.0M1.05%
17META PLATFORMS INCMETA73,225$22.0M1.00%
18SELECT SECTOR SPDR TR81369Y803131,784$21.6M0.98%
19SPDR SER TR78464A359316,109$21.4M0.98%
20BERKSHIRE HATHAWAY INC DELBRK-A59,494$20.8M0.95%
21ALPHABET INCGOOG148,220$19.5M0.89%
22BROADCOM INCAVGO23,442$19.5M0.89%
23ZOETIS INCZTS110,113$19.2M0.87%
24JOHNSON & JOHNSONJNJ121,478$18.9M0.86%
25COSTCO WHSL CORP NEW22160K10533,242$18.8M0.86%
26NVIDIA CORPORATIONNVDA42,767$18.6M0.85%
27CHEVRON CORP NEWCVX107,337$18.1M0.82%
28SPDR SER TR78468R523156,243$15.5M0.71%
29SPDR SER TR78468R101537,904$15.4M0.70%
30INVESCO QQQ TRIVZ41,040$14.7M0.67%
31PEPSICO INCPEP85,852$14.5M0.66%
32NEXTERA ENERGY INCNEE-PW250,907$14.4M0.65%
33SCHWAB STRATEGIC TR808524797202,946$14.4M0.65%
34ISHARES TR464287804151,918$14.3M0.65%
35SELECT SECTOR SPDR TR81369Y506156,109$14.1M0.64%
36SELECT SECTOR SPDR TR81369Y605420,536$13.9M0.64%
37SPDR SER TR78468R853377,871$13.9M0.64%
38WASTE MGMT INC DEL94106L10989,881$13.7M0.62%
39ISHARES TR46429B697183,426$13.3M0.60%
40COMCAST CORP NEWCCZ294,162$13.0M0.59%
41NETFLIX INCNFLX33,633$12.7M0.58%
42CENCORA INCCOR70,069$12.6M0.57%
43ACCENTURE PLC IRELANDACN40,616$12.5M0.57%
44VANGUARD WORLD FDS92204A50452,274$12.3M0.56%
45SIMPLIFY EXCHANGE TRADED FUN82889N657562,629$12.3M0.56%
46ISHARES TR46428761443,781$11.6M0.53%
47SELECT SECTOR SPDR TR81369Y20988,208$11.4M0.52%
48QUANTA SVCS INC74762E10260,253$11.3M0.51%
49ADOBE INCADBE22,044$11.2M0.51%
50ISHARES GOLD TRIAU320,630$11.2M0.51%
51J P MORGAN EXCHANGE TRADED F46641Q837219,943$11.0M0.50%
52VANGUARD SPECIALIZED FUNDS92190884470,381$10.9M0.50%
53PROGRESSIVE CORP74331510377,013$10.7M0.49%
54HOME DEPOT INCHD34,785$10.5M0.48%
55PIONEER NAT RES CO72378710745,263$10.4M0.47%
56SELECT SECTOR SPDR TR81369Y860302,054$10.3M0.47%
57SSGA ACTIVE ETF TR78467V608245,354$10.3M0.47%
58DEERE & CODE26,624$10.0M0.46%
59GALLAGHER ARTHUR J & CO36357610943,895$10.0M0.46%
60CATERPILLAR INCCAT36,483$10.0M0.45%
61PROCTER AND GAMBLE CO74271810966,493$9.7M0.44%
62MCDONALDS CORPMCD36,712$9.7M0.44%
63UNITEDHEALTH GROUP INCUNH19,051$9.6M0.44%
64SERVICENOW INCNOW17,132$9.6M0.44%
65VANGUARD INDEX FDS92290865266,236$9.5M0.43%
66VANGUARD INDEX FDS92290874468,246$9.4M0.43%
67ABBOTT LABSABLZF97,133$9.4M0.43%
68ISHARES TR464287457116,160$9.4M0.43%
69INVESCO EXCHANGE TRADED FD TIVZ64,365$9.1M0.42%
70VANGUARD INTL EQUITY INDEX F922042775175,295$9.1M0.41%
71PFIZER INCPFE273,512$9.1M0.41%
72PENTAIR PLCPNR136,952$8.9M0.40%
73ISHARES TR464287713401,785$8.6M0.39%
74VANGUARD INDEX FDS92290876938,826$8.2M0.38%
75SPDR S&P 500 ETF TRSPY18,608$8.0M0.36%
76AMERICAN CENTY ETF TR025072877100,982$7.9M0.36%
77ISHARES TR464288646155,902$7.8M0.35%
78SALESFORCE INCCRM37,798$7.7M0.35%
79SELECT SECTOR SPDR TR81369Y10095,138$7.5M0.34%
80BECTON DICKINSON & COBDX28,220$7.3M0.33%
81SPDR SER TR78464A409122,069$7.2M0.33%
82AMGEN INCAMGN26,658$7.2M0.33%
83CISCO SYS INCCSCO132,640$7.1M0.32%
84ISHARES TR46428815868,186$7.0M0.32%
85FERRARI N VRACE23,384$6.9M0.32%
86SPDR S&P MIDCAP 400 ETF TRMDY14,826$6.8M0.31%
87VANGUARD INDEX FDS92290862932,072$6.7M0.30%
88CONOCOPHILLIPSCOP55,243$6.6M0.30%
89DISNEY WALT CO25468710680,628$6.5M0.30%
90HONEYWELL INTL INC43851610634,898$6.4M0.29%
91STARBUCKS CORPSBUX68,899$6.3M0.29%
92SELECT SECTOR SPDR TR81369Y70461,467$6.2M0.28%
93PHILLIPS 66PSX51,788$6.2M0.28%
94SELECT SECTOR SPDR TR81369Y886105,357$6.2M0.28%
95SPDR SER TR78464A508149,342$6.2M0.28%
96SELECT SECTOR SPDR TR81369Y85292,666$6.1M0.28%
97ORACLE CORPORCL-PD57,236$6.1M0.28%
98ISHARES TR464288638121,290$5.9M0.27%
99SCHWAB STRATEGIC TR808524862121,644$5.8M0.27%
100CAPITAL ONE FINL CORP14040H10558,729$5.7M0.26%
101ARCHER DANIELS MIDLAND COADM75,558$5.7M0.26%
102EQUINIX INCEQIX7,530$5.5M0.25%
103MERCK & CO INCMRK51,674$5.3M0.24%
104VERIZON COMMUNICATIONS INCVZ164,101$5.3M0.24%
105WILLIS TOWERS WATSON PLC LTDWTW25,450$5.3M0.24%
106APPLE HOSPITALITY REIT INCAPLE337,490$5.2M0.24%
107ISHARES TR46428841448,866$5.0M0.23%
108GLOBAL PMTS INC37940X10242,642$4.9M0.22%
109ISHARES TR464288810101,408$4.9M0.22%
110DIAGEO PLCDGEAF32,949$4.9M0.22%
111BANK AMERICA CORP060505104179,224$4.9M0.22%
112ISHARES TR46428722651,298$4.8M0.22%
113INVESCO EXCHANGE TRADED FD TIVZ95,129$4.8M0.22%
114VANGUARD WORLD FDS92204A87636,976$4.7M0.21%
115PHILIP MORRIS INTL INC71817210949,965$4.6M0.21%
116ISHARES TR46428986792,829$4.6M0.21%
117MASTERCARD INCORPORATEDMA11,369$4.5M0.21%
118NUVEEN AMT FREE QLTY MUN INCNU461,850$4.5M0.20%
119NIKE INCNKE45,515$4.4M0.20%
120ISHARES TR46428750717,337$4.3M0.20%
121MCCORMICK & CO INCMKC-V56,433$4.3M0.19%
122L3HARRIS TECHNOLOGIES INCLHX24,423$4.3M0.19%
123CHARTER COMMUNICATIONS INC N16119P1089,452$4.2M0.19%
124KINDER MORGAN INC DELEP-PC248,145$4.1M0.19%
125SPDR GOLD TRGLD23,693$4.1M0.19%
126SELECT SECTOR SPDR TR81369Y40724,853$4.0M0.18%
127BANK NEW YORK MELLON CORP06405810093,563$4.0M0.18%
128AMERICAN ELEC PWR CO INC02553710152,820$4.0M0.18%
129NUVEEN NEW YORK AMT QLT MUNINU420,010$4.0M0.18%
130NUVEEN QUALITY MUNCP INCOMENU391,056$4.0M0.18%
131GOLDMAN SACHS GROUP INCGSCE11,797$3.8M0.17%
132VANGUARD INDEX FDS92290855350,021$3.8M0.17%
133SELECT SECTOR SPDR TR81369Y30854,715$3.8M0.17%
134STRYKER CORPORATIONSYK13,604$3.7M0.17%
135CBOE GLOBAL MKTS INC12503M10823,369$3.7M0.17%
136PALO ALTO NETWORKS INCPANW15,458$3.6M0.17%
137CVS HEALTH CORPCVS51,889$3.6M0.17%
138VANGUARD INDEX FDS9229083639,165$3.6M0.16%
139UNUM GROUPUNMA71,333$3.5M0.16%
140EATON CORP PLCETN16,172$3.4M0.16%
141ISHARES TR46428762214,683$3.4M0.16%
142CANADIAN NAT RES LTD13638510152,038$3.4M0.15%
143REALTY INCOME CORPO67,378$3.4M0.15%
144COCA COLA COKO59,565$3.3M0.15%
145STANLEY BLACK & DECKER INCSWK39,684$3.3M0.15%
146OREILLY AUTOMOTIVE INC67103H1073,631$3.3M0.15%
147TE CONNECTIVITY LTDTEL26,557$3.3M0.15%
148MARATHON PETE CORPMARA21,512$3.3M0.15%
149VANGUARD MALVERN FDS92202080568,563$3.2M0.15%
150VANECK ETF TRUST92189F387143,855$3.1M0.14%
151UNION PAC CORPUNP15,168$3.1M0.14%
152TRUIST FINL CORP89832Q109107,539$3.1M0.14%
153MICROSOFT CORPMSFT9,736$3.1M0.14%
154CUMMINS INCCMI13,446$3.1M0.14%
155TESLA INCTSLA12,209$3.1M0.14%
156VANGUARD INDEX FDS92290873611,156$3.0M0.14%
157GILEAD SCIENCES INCGILD39,604$3.0M0.14%
158ABBVIE INCABBV19,776$2.9M0.13%
159HUMANA INCHUM5,931$2.9M0.13%
160INTUITIVE SURGICAL INCISRG9,846$2.9M0.13%
161UNILEVER PLCUNLYF57,621$2.8M0.13%
162EATON VANCE MUN BD FDETN315,268$2.8M0.13%
163SCHWAB STRATEGIC TR80852430038,257$2.8M0.13%
164SPDR SER TR78464A85455,106$2.8M0.13%
165MONDELEZ INTL INC60920710539,102$2.7M0.12%
166GENERAL MTRS CO37045V10081,109$2.7M0.12%
167ESSEX PPTY TR INC29717810512,600$2.7M0.12%
168WHIRLPOOL CORPWHR-PA19,674$2.6M0.12%
169FEDEX CORPFDX9,473$2.5M0.11%
170T-MOBILE US INCTMUSZ17,763$2.5M0.11%
171ROCKWELL AUTOMATION INCROK8,539$2.4M0.11%
172KIMBERLY-CLARK CORPKMB20,161$2.4M0.11%
173SCHWAB STRATEGIC TR80852420147,150$2.4M0.11%
174BLACKROCK MUNICIPAL INCOMEBLK234,358$2.4M0.11%
175AEHR TEST SYSAEHR51,696$2.4M0.11%
176DOMINION ENERGY INCD52,520$2.3M0.11%
177PRINCIPAL FINANCIAL GROUP INPFG32,534$2.3M0.11%
178AMAZON COM INCAMZN18,276$2.3M0.11%
179VANGUARD WORLD FDS92204A88422,030$2.3M0.11%
180EMERSON ELEC COEMR23,800$2.3M0.10%
181LOWES COS INC54866110710,945$2.3M0.10%
182CROWN CASTLE INCCCI24,691$2.3M0.10%
183INGERSOLL RAND INCIR35,509$2.3M0.10%
184APPLIED MATLS INC03822210516,065$2.2M0.10%
185UNITED RENTALS INCURI4,995$2.2M0.10%
186ROPER TECHNOLOGIES INCROP4,538$2.2M0.10%
187TJX COS INC NEW87254010924,680$2.2M0.10%
188PAYCHEX INCPAYX18,711$2.2M0.10%
189PROLOGIS INC.PLDGP19,102$2.1M0.10%
190INTEL CORPINTC59,244$2.1M0.10%
191ISHARES TR46428715022,205$2.1M0.10%
192CINTAS CORPCTAS4,303$2.1M0.09%
193NUVEEN MUNICIPAL CREDIT INCNU198,276$2.1M0.09%
194WALMART INCWMT12,905$2.1M0.09%
195QUALCOMM INCQCOM18,230$2.0M0.09%
196FIDELITY NATL INFORMATION SV31620M10636,562$2.0M0.09%
197GE HEALTHCARE TECHNOLOGIES IGEHC29,654$2.0M0.09%
198POSTAL REALTY TRUST INCPSTL149,259$2.0M0.09%
199SCHWAB STRATEGIC TR80852440930,626$2.0M0.09%
200VANGUARD INDEX FDS9229083634,991$2.0M0.09%
201GRAINGER W W INC3848021042,812$1.9M0.09%
202ISHARES TR4642872004,495$1.9M0.09%
203LOCKHEED MARTIN CORPLMT4,707$1.9M0.09%
204WATSCO INCWSO-B5,076$1.9M0.09%
205THERMO FISHER SCIENTIFIC INCTMO3,779$1.9M0.09%
206FIRST TR EXCHANGE TRADED FD33734X19224,566$1.9M0.08%
207SPDR INDEX SHS FDS78463X88959,733$1.9M0.08%
208SCHWAB STRATEGIC TR80852460744,377$1.8M0.08%
209BLACKROCK UTILS INFRASTRUCTUBLK91,189$1.8M0.08%
210RTX CORPORATIONRTX24,819$1.8M0.08%
211SCHWAB STRATEGIC TR80852450826,157$1.8M0.08%
212ULTA BEAUTY INCULTA4,418$1.8M0.08%
213ISHARES TR46432F33913,379$1.8M0.08%
214AIRBNB INCABNB12,679$1.7M0.08%
215LINDE PLCLIN4,594$1.7M0.08%
216MDU RES GROUP INC55269010986,334$1.7M0.08%
217US BANCORP DELUSB-PS51,003$1.7M0.08%
218AUTOZONE INCAZO657$1.7M0.08%
219PRUDENTIAL FINL INCPUKPF17,508$1.7M0.08%
220HCA HEALTHCARE INCHCA6,713$1.7M0.08%
221NVIDIA CORPORATIONNVDA3,770$1.6M0.07%
222UNITEDHEALTH GROUP INCUNH3,217$1.6M0.07%
2233M COMMM17,292$1.6M0.07%
224VANGUARD WHITEHALL FDS92194640615,576$1.6M0.07%
225DARDEN RESTAURANTS INCDRI11,033$1.6M0.07%
226BLACKROCK MUNIHLDNGS CALI QLBLK163,126$1.6M0.07%
227ISHARES INC46428653328,922$1.5M0.07%
228ISHARES TR46428755612,347$1.5M0.07%
229SCHWAB STRATEGIC TR80852470662,832$1.5M0.07%
230MOBILEYE GLOBAL INCMBLY36,098$1.5M0.07%
231VISA INCV6,490$1.5M0.07%
232ISHARES TR4642876486,631$1.5M0.07%
233TEXAS INSTRS INC8825081049,318$1.5M0.07%
234NUVEEN CA QUALTY MUN INCOMENU153,175$1.5M0.07%
235BOEING COBA-PA7,667$1.5M0.07%
236ARISTA NETWORKS INCANET7,974$1.5M0.07%
237NORTHROP GRUMMAN CORPNOC3,325$1.5M0.07%
238MSCI INCMSCI2,850$1.5M0.07%
239ALLSTATE CORPALL-PJ12,777$1.4M0.06%
240VANGUARD SCOTTSDALE FDS92206C70624,625$1.4M0.06%
241ANALOG DEVICES INCADI8,013$1.4M0.06%
242JPMORGAN CHASE & COVYLD9,662$1.4M0.06%
243SERVICENOW INCNOW2,442$1.4M0.06%
244ISHARES TR46429B65526,626$1.4M0.06%
245AMPHENOL CORP NEW03209510115,901$1.3M0.06%
246EATON VANCE MUN BD FDETN148,602$1.3M0.06%
247GLACIER BANCORP INC NEWGBCI46,408$1.3M0.06%
248DUKE ENERGY CORP NEWDUKB14,950$1.3M0.06%
249TRAVELERS COMPANIES INCTRV8,077$1.3M0.06%
250PENNYMAC FINL SVCS INC NEW70932M10719,721$1.3M0.06%
251ALPHABET INCGOOG9,832$1.3M0.06%
252CAMECO CORPCCJ32,377$1.3M0.06%
253VANGUARD INDEX FDS9229087516,715$1.3M0.06%
254XCEL ENERGY INCXELLL21,971$1.3M0.06%
255SYMBOTIC INCSYM37,549$1.3M0.06%
256KNIFE RIVER CORPKNF25,682$1.3M0.06%
257ISHARES TR4642876895,117$1.3M0.06%
258VANGUARD BD INDEX FDS92193781917,323$1.3M0.06%
259VANGUARD INDEX FDS9229087516,598$1.2M0.06%
260NETSTREIT CORPNTST79,238$1.2M0.06%
261DANAHER CORPORATION2358511024,943$1.2M0.06%
262SPDR SER TR78464A76310,239$1.2M0.05%
263NUVEEN AMT FREE QLTY MUN INCNU121,271$1.2M0.05%
264NORFOLK SOUTHN CORP6558441085,956$1.2M0.05%
265GARTNER INCIT3,413$1.2M0.05%
266NVENT ELECTRIC PLCNVT22,050$1.2M0.05%
267VANGUARD INTL EQUITY INDEX F92204285829,780$1.2M0.05%
268LULULEMON ATHLETICA INCLULU3,012$1.2M0.05%
269EQUITY RESIDENTIALEQR19,651$1.2M0.05%
270INTUITINTU2,245$1.1M0.05%
271NOVO-NORDISK A SNONOF12,566$1.1M0.05%
272VANGUARD INDEX FDS9229087695,370$1.1M0.05%
273CACI INTL INC1271903043,606$1.1M0.05%
274FIRST INTST BANCSYSTEM INC32055Y20145,170$1.1M0.05%
275HENRY SCHEIN INCHSIC15,068$1.1M0.05%
276NOVO-NORDISK A SNONOF12,217$1.1M0.05%
277INVESCO QQQ TRIVZ3,100$1.1M0.05%
278VANGUARD SCOTTSDALE FDS92206C10219,263$1.1M0.05%
279THE TRADE DESK INC88339J10514,188$1.1M0.05%
280ALLY FINL INC02005N10041,367$1.1M0.05%
281SK GROWTH OPPORTUNITIES CORPG8192N103102,400$1.1M0.05%
282ATLASSIAN CORPORATIONTEAM5,322$1.1M0.05%
283AZENTA INCAZTA21,215$1.1M0.05%
284SCHWAB CHARLES CORPSCHW-PJ19,287$1.1M0.05%
285BRISTOL-MYERS SQUIBB COCELG-RI17,969$1.0M0.05%
286ADOBE INCADBE2,044$1.0M0.05%
287HUBSPOT INCHUBS2,110$1.0M0.05%
288BLACKROCK MUNIVEST FD INCBLK171,450$1.0M0.05%
289ACCENTURE PLC IRELANDACN3,369$1.0M0.05%
290FORTINET INCFTNT17,624$1.0M0.05%
291FIDELITY COVINGTON TRUST31609260016,854$1.0M0.05%
292THERMO FISHER SCIENTIFIC INCTMO2,000$1.0M0.05%
293CISCO SYS INCCSCO18,573$998,4850.05%
294NUCOR CORPNUE6,340$991,2590.05%
295VANGUARD BD INDEX FDS92193783514,145$987,0390.04%
296JOHNSON & JOHNSONJNJ6,273$977,0200.04%
297COMCAST CORP NEWCCZ21,895$970,8250.04%
298VANGUARD INTL EQUITY INDEX F92204277518,650$967,3840.04%
299MARKETAXESS HLDGS INCMKTX4,512$963,9440.04%
300MONSTER BEVERAGE CORP NEWMNST18,040$955,2180.04%
301INVESCO MUN OPPORTUNITY TRIVZ115,200$948,0960.04%
302UNITED PARCEL SERVICE INCUPS6,080$947,7410.04%
303GARMIN LTDGRMN8,958$942,3820.04%
304VERTEX PHARMACEUTICALS INCVRTX2,702$939,7560.04%
305BLACKROCK MUNIHOLDINGS FD INBLK90,639$934,4890.04%
306AT&T INCT-PC62,119$933,0310.04%
307BLACKROCK MUN INCOME TRBLK104,896$930,4280.04%
308VANGUARD TAX-MANAGED FDS92194385820,920$914,6230.04%
309CITIGROUP INCC-PR21,516$884,9600.04%
310PUBLIC STORAGEPSA-PS3,350$882,7920.04%
311VERISK ANALYTICS INCVRSK3,711$876,6870.04%
312AMERICAN TOWER CORP NEW03027X1005,306$872,5540.04%
313ISHARES U S ETF TR46431W50717,291$862,6480.04%
314MARTIN MARIETTA MATLS INC5732841062,094$859,6380.04%
315PACCAR INCPCAR10,056$854,9620.04%
316LOWES COS INC5486611074,112$854,6390.04%
317ISHARES TR4642871687,906$851,0020.04%
318INTUITINTU1,658$847,1420.04%
319BLACKROCK ENHANCED INTL DIVBLK168,940$843,0110.04%
320DIMENSIONAL ETF TRUST25434V60918,311$836,6300.04%
321MONOLITHIC PWR SYS INC6098391051,809$835,7580.04%
322DANAHER CORPORATION2358511023,363$834,3970.04%
323MEDTRONIC PLCMDT10,622$832,3500.04%
324ILLINOIS TOOL WKS INC4523081093,614$832,3090.04%
325CORCEPT THERAPEUTICS INCCORT30,200$822,7990.04%
326COHEN & STEERS INFRASTRUCTUR19248A10941,756$817,5910.04%
327BLACKROCK MUN TARGET TERM TRBLK42,000$815,2200.04%
328FIDELITY COVINGTON TRUST3160928086,610$812,5680.04%
329WESCO INTL INC95082P1055,579$802,3720.04%
330REPUBLIC SVCS INC7607591005,621$801,0000.04%
331INVESCO MUNICIPAL TRUSTVKQ94,962$791,9840.04%
332AUTOMATIC DATA PROCESSING INADP3,287$790,7870.04%
333AMERICAN TOWER CORP NEW03027X1004,806$790,3470.04%
334FREEPORT-MCMORAN INCFCX21,032$784,2730.04%
335CANADIAN PACIFIC KANSAS CITYCP10,483$782,9290.04%
336ISHARES TR4642875985,125$778,1480.04%
337INTERNATIONAL BUSINESS MACHSINTR5,502$771,9700.04%
338GLOBAL BLOCKCHAIN ACQUI CORP37961B10472,625$762,5630.03%
339VANGUARD INTL EQUITY INDEX F92204286611,271$753,8000.03%
340WESTERN ASST INFLTN LKD INM95766Q10696,118$751,6430.03%
341ABRDN TOTAL DYNAMIC DIVIDENDAOD97,725$738,8010.03%
342CADENCE DESIGN SYSTEM INCCDNS3,150$738,0450.03%
343AON PLCAON2,266$734,6830.03%
344ICON PLCICLR2,957$728,1620.03%
345VANGUARD WORLD FDS92204A7021,728$716,7480.03%
346FIDELITY COVINGTON TRUST31609230316,610$707,2540.03%
347SYSCO CORPSYY10,624$701,6840.03%
348INVESCO EXCHANGE TRADED FD TIVZ12,280$700,4120.03%
349MSCI INCMSCI1,361$698,3020.03%
350FTI CONSULTING INCFCN3,907$697,0480.03%
351C & F FINL CORP12466Q10413,001$696,8410.03%
352NIKE INCNKE7,131$681,8670.03%
353FERRARI N VRACE2,296$679,8240.03%
354ITT INCITT6,927$678,2230.03%
355FORTIVE CORPFTV9,063$672,1130.03%
356INVESCO QUALITY MUN INCOME TIVZ79,662$668,3650.03%
357NUVEEN QUALITY MUNCP INCOMENU65,634$665,5290.03%
358GABELLI DIVID & INCOME TR36242H10434,215$665,1400.03%
359GARTNER INCIT1,924$661,1060.03%
360WHITESTONE REITWSR68,239$657,1420.03%
361NEUBERGER BERMAN NEXT GENERANBXG62,970$656,1480.03%
362ISHARES TR4642874407,150$654,8690.03%
363ENBRIDGE INCENNPF19,636$654,3770.03%
364SPDR SER TR78464A47422,183$650,4060.03%
365ISHARES TR46428756412,964$650,2700.03%
366VANGUARD INDEX FDS9229087362,370$645,3750.03%
367WEST PHARMACEUTICAL SVSC INC9553061051,708$640,8590.03%
368INVESCO TR INVT GRADE MUNSIVZ75,000$637,5000.03%
369ASTRAZENECA PLCAZN9,374$634,8080.03%
370MARSH & MCLENNAN COS INC5717481023,329$633,5430.03%
371BLACKROCK INCBLK972$628,3240.03%
372UBER TECHNOLOGIES INCUBER13,564$623,8090.03%
373SCHWAB STRATEGIC TR80852485413,006$623,5080.03%
374IDEXX LABS INC45168D1041,424$622,6730.03%
375WHEATON PRECIOUS METALS CORPWPM15,339$622,0130.03%
376ALPHABET INCGOOG4,716$621,8050.03%
377CONSOLIDATED EDISON INCED7,217$617,2880.03%
378KEURIG DR PEPPER INCKDP19,545$617,0360.03%
379BLACKROCK ENHANCED GLOBAL DIBLK65,130$614,1760.03%
380CANADIAN PACIFIC KANSAS CITYCP8,185$611,3360.03%
381HESS CORPHESM3,987$610,0430.03%
382COLGATE PALMOLIVE COCL8,519$605,7640.03%
383PROCTER AND GAMBLE CO7427181094,129$602,2560.03%
384SPDR SER TR78468R73912,900$596,3670.03%
385SPDR INDEX SHS FDS78463X54110,675$594,8200.03%
386CHEVRON CORP NEWCVX3,494$589,1590.03%
387AMERICAN EXPRESS COAXP3,941$587,9490.03%
388BLACKSTONE INCBX5,451$584,0210.03%
389CHUBB LIMITEDCB2,800$582,9040.03%
390FACTSET RESH SYS INC3030751051,325$579,3700.03%
391J P MORGAN EXCHANGE TRADED F46641Q65411,475$578,9140.03%
392DIMENSIONAL ETF TRUST25434V72417,010$578,6810.03%
393BLACKROCK MUNIYIELD FD INCBLK62,822$576,7060.03%
394NXP SEMICONDUCTORS N VNXPI2,852$570,1720.03%
395ISHARES TR46428786111,905$568,2260.03%
396JANUS DETROIT STR TR47103U88611,804$566,2380.03%
397ANGEL OAK FINL STRATEGIES IN03464A10046,925$564,9770.03%
398UBER TECHNOLOGIES INCUBER12,139$558,2730.03%
399CHIPOTLE MEXICAN GRILL INCCMG303$555,0450.03%
400ASML HOLDING N VASMLF942$554,5180.03%
401VIRTUS DIVIDEND INTEREST & PNFJ48,860$553,5840.03%
402ISHARES TR46434VBD122,700$553,1990.03%
403ISHARES TR4642877055,474$552,4510.03%
404BLACKROCK SCIENCE & TECHNOLOBLK33,135$546,7280.02%
405GENERAL ELECTRIC CO3696043014,922$544,1330.02%
406NETFLIX INCNFLX1,440$543,7440.02%
407NOVARTIS AGNVSEF5,337$543,6270.02%
408SMUCKER J M CO8326964054,422$543,5090.02%
409WEC ENERGY GROUP INCWEC6,720$541,2960.02%
410HOME DEPOT INCHD1,787$539,9600.02%
411MERCADOLIBRE INCMELI420$532,5100.02%
412BERKSHIRE HATHAWAY INC DELBRK-A1$531,4770.02%
413MORGAN STANLEYMS-PQ6,496$530,5150.02%
414TARGET CORPTGT4,780$528,5430.02%
415PFIZER INCPFE15,837$525,3140.02%
416MARVELL TECHNOLOGY INCMRVL9,691$524,5740.02%
417DYNATRACE INCDT11,040$515,9000.02%
418EDWARDS LIFESCIENCES CORPEW7,441$515,5130.02%
419MORGAN STANLEYMS-PQ6,307$515,0930.02%
420ANALOG DEVICES INCADI2,923$511,7890.02%
421VANGUARD SCOTTSDALE FDS92206C4096,764$508,3360.02%
422ADVANCED MICRO DEVICES INCAMD4,921$505,9830.02%
423BROADCOM INCAVGO607$504,1630.02%
424CME GROUP INCCME2,516$503,6590.02%
425SIMPLIFY EXCHANGE TRADED FUN82889N69918,280$503,6140.02%
426TEXAS INSTRS INC8825081043,159$502,3130.02%
427EATON VANCE CALIF MUN BD FDETN61,010$495,4020.02%
428VIATRIS INCVTRS50,091$493,8980.02%
429EATON VANCE TX ADV GLBL DIVETN31,885$490,3920.02%
430EATON VANCE TAX-MANAGED GLOBETN65,900$485,6830.02%
431PACER FDS TR69374H8819,725$480,7070.02%
432ISHARES TR46432F3963,438$480,2890.02%
433FIDELITY COVINGTON TRUST3160922046,871$480,0090.02%
434TAIWAN SEMICONDUCTOR MFG LTD8740391005,477$475,9780.02%
435PHILLIPS 66PSX3,947$474,2330.02%
436BLACKROCK INCBLK732$473,2310.02%
437VANGUARD INTL EQUITY INDEX F9220428748,150$472,1300.02%
438MAINSTAY CBRE GBL INFRA MEG56064Q10740,050$471,7890.02%
439ISHARES TR4642872918,154$471,6280.02%
440LINDE PLCLIN1,264$470,6510.02%
441ISHARES TR4642874656,822$470,1530.02%
442E L F BEAUTY INCELF4,268$468,7550.02%
443NEWMARKET CORPNEU1,029$468,1150.02%
444LAKESHORE ACQUISITION II CORG5352N10543,000$466,5500.02%
445ARCH CAP GROUP LTDG0450A1055,829$464,6300.02%
446HERSHEY COHSY2,321$464,3860.02%
447ECOLAB INCECL2,740$464,2270.02%
448JUNIPER NETWORKS INC48203R10416,609$461,5650.02%
449AON PLCAON1,413$458,1230.02%
450NMI HLDGS INCNMIH16,824$455,7630.02%
451BIO RAD LABS INC0905722071,271$455,5900.02%
452AXCELIS TECHNOLOGIES INCACLS2,786$454,2580.02%
453ALLIANCEBERNSTEIN NATL MUN I01864U10648,600$453,9240.02%
454WEYERHAEUSER CO MTN BEWY14,719$451,2850.02%
455FERGUSON PLC NEWG3421J1062,740$450,6480.02%
456GOLDMAN SACHS ETF TRNVGLF9,018$450,3590.02%
457ECOLAB INCECL2,634$446,2000.02%
458AFLAC INCAFL5,786$444,0760.02%
459BLACKROCK ESG CAP ALLC TERMBLK29,855$441,5560.02%
460TARGET CORPTGT3,985$440,6220.02%
461STERIS PLCSTE2,005$439,9380.02%
462ISHARES TR46434VAX817,280$438,2210.02%
463WISDOMTREE TRWT15,488$436,7480.02%
464BLACKROCK MUNI INCOME TR IIBLK47,548$434,5890.02%
465ICICI BANK LIMITEDIBN18,664$431,5120.02%
466GENERAL MLS INC3703341046,735$430,9900.02%
467ACTIVISION BLIZZARD INC00507V1094,596$430,3260.02%
468SUPER MICRO COMPUTER INCSMCI1,561$428,0580.02%
469UNITED PARCEL SERVICE INCUPS2,734$426,1490.02%
470BNY MELLON MUN INCOME INC05589T10475,000$425,2500.02%
471CSP INCCSPI24,250$424,3750.02%
472TENX KEANE ACQUISITIONXHLD39,300$423,2610.02%
473ISHARES TR4642878794,712$420,4080.02%
474EATON CORP PLCETN1,969$419,9490.02%
475MEDPACE HLDGS INCMEDP1,731$419,1280.02%
476BANK AMERICA CORP06050510415,280$418,3670.02%
477SONY GROUP CORPSNEJF5,056$416,6650.02%
478MARKEL GROUP INCMKL279$410,8250.02%
479RTX CORPORATIONRTX5,692$409,6540.02%
480AMN HEALTHCARE SVCS INC0017441014,790$408,0130.02%
481EDWARDS LIFESCIENCES CORPEW5,883$407,5750.02%
482XYLEM INCXYL4,468$406,7020.02%
483HONEYWELL INTL INC4385161062,195$405,5050.02%
484JOHNSON CTLS INTL PLCG515021057,614$405,1410.02%
485BLACKSTONE INCBX3,773$404,2390.02%
486TREACE MED CONCEPTS INC89455T10930,665$402,0220.02%
487PARKER-HANNIFIN CORPPH1,029$400,7010.02%
488CARETRUST REIT INCCTRE19,449$398,7050.02%
489NUVEEN MUN VALUE FD INCNU47,817$394,9690.02%
490PHILIP MORRIS INTL INC7181721094,249$393,3730.02%
491KINSALE CAP GROUP INC49714P108943$390,5250.02%
492MASTERCARD INCORPORATEDMA981$388,3880.02%
493GENERAL DYNAMICS CORPGD1,757$388,1400.02%
494PNC FINL SVCS GROUP INC6934751053,157$387,5330.02%
495AXON ENTERPRISE INCAXON1,923$382,6580.02%
496PEPSICO INCPEP2,258$382,5960.02%
497ALTRIA GROUP INCMO9,084$381,9920.02%
498TEREX CORP NEWTEX6,550$377,4110.02%
499EPAM SYS INCEPAM1,476$377,3990.02%
500ISHARES TR4642874324,230$375,1590.02%