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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

SouthState Corp

Quarter ended Q1 2024 · Filed May 6, 2024 · Accession 0001104659-24-057319

Total Value
$1.28B
Positions
964
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT167,319$70.4M5.52%
2Apple IncAAPL228,878$39.2M3.08%
3Berkshire Hathaway Inc-Cl BBRK-A90,093$37.9M2.97%
4Sprott Physical Gold TrustSII1,920,759$33.2M2.60%
5Mastercard Inc-AMA58,037$27.9M2.19%
6Broadcom IncAVGO19,330$25.6M2.01%
7Amazon.Com IncAMZN139,127$25.1M1.97%
8JP Morgan Chase & COVYLD120,283$24.1M1.89%
9Ishares Core S&P 500 ETF46428720045,351$23.8M1.87%
10Visa IncV75,111$21.0M1.64%
11Danaher Corp23585110275,543$18.9M1.48%
12Alphabet Inc Cl CGOOG118,648$18.1M1.42%
13Ishares Barclays 1-3 Year Tr E464287457219,160$17.9M1.41%
14Adobe IncADBE34,749$17.5M1.37%
15Elevance Health INCELV33,074$17.2M1.34%
16Coca Cola COKO263,998$16.2M1.27%
17Vanguard Ftse All-World Ex-US922042775262,393$15.4M1.21%
18Walmart IncWMT253,088$15.2M1.19%
19Home Depot IncHD39,499$15.2M1.19%
20Roper Technologies IncROP26,860$15.1M1.18%
21Servicenow IncNOW19,611$15.0M1.17%
22Parker Hannifin Corp ComPH26,332$14.6M1.15%
23Oracle Corporation ComORCL-PD113,633$14.3M1.12%
24TJX Companies872540109130,247$13.2M1.04%
25Johnson & JohnsonJNJ77,029$12.2M0.96%
26SPDR S&P 500 ETF TrustSPY23,058$12.1M0.95%
27Microsoft CorpMSFT28,460$12.0M0.94%
28Abbvie IncABBV65,735$12.0M0.94%
29Chevron CorporationCVX70,111$11.1M0.87%
30Apple IncAAPL62,313$10.7M0.84%
31Boston Scientific CorpBSX154,559$10.6M0.83%
32Costco Whsl Corp New22160K10514,441$10.6M0.83%
33Rockwell Automation, IncROK34,106$9.9M0.78%
34Bank Amer Corp060505104261,264$9.9M0.78%
35Eli Lilly & CO.LLY12,266$9.5M0.75%
36Chubb Ltd ADRCB35,995$9.3M0.73%
37Intuitive Surgical IncISRG23,281$9.3M0.73%
38Sony Group Corp Spons ADRSNEJF108,327$9.3M0.73%
39Procter & Gamble Company74271810956,842$9.2M0.72%
40Mondelez International Inc609207105130,768$9.2M0.72%
41Vanguard Short Term Corp Bond92206C409114,843$8.9M0.70%
42Nextera Energy IncNEE-PW138,202$8.8M0.69%
43L3 Harris Technologies IncLHX40,550$8.6M0.68%
44Union Pac CorpUNP34,343$8.4M0.66%
45Berkshire Hathaway Inc-Cl BBRK-A19,566$8.2M0.65%
46Vanguard Dividend Apprec ETF92190884442,851$7.8M0.61%
47Broadcom IncAVGO5,805$7.7M0.60%
48Pepsico IncPEP43,487$7.6M0.60%
49Vanguard Short Term Bond ETF92193782798,885$7.6M0.59%
50Costco Whsl Corp New22160K10510,170$7.5M0.58%
51Cisco Systems IncCSCO132,777$6.6M0.52%
52Novo Nordisk As Spons ADRNONOF47,101$6.0M0.47%
53Lowes Cos Inc54866110723,561$6.0M0.47%
54Home Depot IncHD15,612$6.0M0.47%
55TJX Companies87254010958,759$6.0M0.47%
56Barrick Gold Corp067901108354,495$5.9M0.46%
57Snap On IncSNA19,881$5.9M0.46%
58Alphabet Inc Cl AGOOG38,703$5.8M0.46%
59Ishares 1-5y Inv Grade Corp ET464288646110,626$5.7M0.44%
60Shell PLC Spon ADRRYDAF82,985$5.6M0.44%
61Intercontinental Exchange Inc45866F10440,193$5.5M0.43%
62Accenture PLC ADRACN15,878$5.5M0.43%
63Danaher Corp23585110221,676$5.4M0.42%
64JP Morgan Chase & COVYLD26,621$5.3M0.42%
65Exxon Mobil CorpXOM45,696$5.3M0.42%
66Meta Platforms, Inc. Class AMETA10,865$5.3M0.41%
67Salesforce Inc.CRM17,375$5.2M0.41%
68First Citizens Bancshares Inc31946M1033,149$5.1M0.40%
69Motorola Solutions, IncMSI14,217$5.0M0.40%
70Vanguard Ftse Developed Market92194385897,261$4.9M0.38%
71Constellation Brands IncSTZ17,905$4.9M0.38%
72Intuitive Surgical IncISRG12,078$4.8M0.38%
73Coca Cola COKO78,691$4.8M0.38%
74BP PLC Spons ADRBPPFF124,651$4.7M0.37%
75Elevance Health INCELV8,950$4.6M0.36%
76Amazon.Com IncAMZN24,736$4.5M0.35%
77Duke Energy CorpDUKB45,886$4.4M0.35%
78Roper Technologies IncROP7,866$4.4M0.35%
79Astrazeneca PLC Spons ADRAZN63,060$4.3M0.33%
80Intl. Business Machines CorpINTR22,093$4.2M0.33%
81Oracle Corporation ComORCL-PD32,731$4.1M0.32%
82South State CorporationSSB46,923$4.0M0.31%
83Republic Services Inc76075910020,787$4.0M0.31%
84Alphabet Inc Cl AGOOG26,306$4.0M0.31%
85Ulta Beauty IncULTA7,454$3.9M0.31%
86Merck & Co IncMRK29,437$3.9M0.30%
87Stryker CorpSYK10,839$3.9M0.30%
88Disney Walt Co New25468710631,674$3.9M0.30%
89Fiserv IncFISV23,793$3.8M0.30%
90Vanguard Ind Fd Mid-Cap92290862915,210$3.8M0.30%
91McDonalds CorpMCD13,223$3.7M0.29%
92Unitedhealth Group Inc ComUNH7,471$3.7M0.29%
93Abbott LabsABLZF32,136$3.7M0.29%
94Chubb Ltd ADRCB14,081$3.6M0.29%
95Emerson ElectricEMR31,128$3.5M0.28%
96Amgen IncAMGN12,175$3.5M0.27%
97Honeywell International Inc43851610616,579$3.4M0.27%
98Automatic Data Processing IncADP13,515$3.4M0.26%
99Hyatt Hotels CorporationH21,116$3.4M0.26%
100Union Pac CorpUNP13,460$3.3M0.26%
101Amgen IncAMGN11,347$3.2M0.25%
102Adobe IncADBE6,384$3.2M0.25%
103Verizon CommunicationsVZ76,004$3.2M0.25%
104Vanguard Large-Cap ETF92290863713,058$3.1M0.25%
105L3 Harris Technologies IncLHX14,475$3.1M0.24%
106Centene CorpCNC38,679$3.0M0.24%
107Bhp Group Limited ADRBHPLF52,429$3.0M0.24%
108Procter & Gamble Company74271810918,298$3.0M0.23%
109Sony Group Corp Spons ADRSNEJF34,255$2.9M0.23%
110Ishares Tr Pfd And Incm Sec46428868790,929$2.9M0.23%
111Mondelez International Inc60920710541,307$2.9M0.23%
112Invesco Qqq Trust Series 1IVZ6,475$2.9M0.23%
113Constellation Brands IncSTZ10,210$2.8M0.22%
114Accenture PLC ADRACN8,005$2.8M0.22%
115American Express COAXP11,868$2.7M0.21%
116Ishares Russell Midcap ETF46428749931,757$2.7M0.21%
117Nike Inc Class B ComNKE28,137$2.6M0.21%
118Chevron CorporationCVX16,664$2.6M0.21%
119Paypal Holdings IncPYPL37,696$2.5M0.20%
120Exxon Mobil CorpXOM21,429$2.5M0.20%
121Pimco Etf Tr Enhan Shrt Ma Ac72201R83324,642$2.5M0.19%
122Vanguard Small Cap Value ETF92290861112,894$2.5M0.19%
123Nike Inc Class B ComNKE26,251$2.5M0.19%
124Comcast Corp-Cl ACCZ55,292$2.4M0.19%
125Intercontinental Exchange Inc45866F10416,403$2.3M0.18%
126Rockwell Automation, IncROK7,408$2.2M0.17%
127Southern COSOMN29,846$2.1M0.17%
128Abbott LabsABLZF18,633$2.1M0.17%
129SPDR Djia Trust78467X1095,200$2.1M0.16%
130Duke Energy CorpDUKB21,101$2.0M0.16%
131Church & Dwight Co IncCHD19,278$2.0M0.16%
132Eog Res IncEOG15,600$2.0M0.16%
133Emerson ElectricEMR17,454$2.0M0.16%
134Ishares Barclays TIPS Bond ETF46428717618,025$1.9M0.15%
135Cheniere Energy Inc ComLNG11,611$1.9M0.15%
136Energy Select Sector SPDR81369Y50619,818$1.9M0.15%
137Honeywell International Inc4385161068,843$1.8M0.14%
138Ecolab Inc ComECL7,750$1.8M0.14%
139Ross Stores Inc ComROST11,962$1.8M0.14%
140Vanguard Total Stck Mk ETF9229087696,700$1.7M0.14%
141Becton Dickinson & COBDX7,030$1.7M0.14%
142Nvidia CorpNVDA1,897$1.7M0.13%
143Altria Group IncMO38,866$1.7M0.13%
144Bristol Myers Squibb COCELG-RI30,490$1.7M0.13%
145Zscaler Inc ComZS8,524$1.6M0.13%
146Philip Morris International71817210917,771$1.6M0.13%
147Meta Platforms, Inc. Class AMETA3,330$1.6M0.13%
148Nucor CorpNUE8,100$1.6M0.13%
149Ishares Russell 1000 Growth ET4642876144,736$1.6M0.13%
150Disney Walt Co New25468710612,834$1.6M0.12%
151Vanguard Small-Cap ETF9229087516,812$1.6M0.12%
152The Mosaic CompanyMOS47,448$1.5M0.12%
153Novo Nordisk As Spons ADRNONOF11,990$1.5M0.12%
154Barrick Gold Corp06790110892,169$1.5M0.12%
155United Parcel Svc Inc Cl BUPS10,260$1.5M0.12%
156Diageo PLC ADRDGEAF10,082$1.5M0.12%
157Comcast Corp-Cl ACCZ34,324$1.5M0.12%
158Ishares Msci Eafe ETF46428746518,342$1.5M0.11%
159Sprott Physical Silver TrustSII176,512$1.5M0.11%
160Ishares Msci Eafe Value ETF46428887725,234$1.4M0.11%
161Johnson & JohnsonJNJ8,630$1.4M0.11%
162US BancorpUSB-PS30,132$1.3M0.11%
163Fortive CorpFTV15,183$1.3M0.10%
164Cheniere Energy Inc ComLNG8,064$1.3M0.10%
165Alphabet Inc Cl CGOOG8,139$1.2M0.10%
166Goldman Sachs Group Inc ComGSCE2,805$1.2M0.09%
167Crown Castle IncCCI10,847$1.1M0.09%
168Automatic Data Processing IncADP4,507$1.1M0.09%
169Waste Mgmt Inc Del94106L1095,227$1.1M0.09%
170Gilead Sciences IncGILD15,153$1.1M0.09%
171Sprott Physical Gold TrustSII63,550$1.1M0.09%
172Price T Rowe Group IncTROW9,016$1.1M0.09%
173Pfizer IncPFE39,180$1.1M0.09%
174Ishares Core S&P Small-Cap ETF4642878049,817$1.1M0.09%
175Zscaler Inc ComZS5,544$1.1M0.08%
176Novartis Ag Sponsored ADRNVSEF10,730$1.0M0.08%
177Linde Plc ADRLIN2,234$1.0M0.08%
178Aflac IncAFL11,730$1.0M0.08%
179Lockheed Martin CorpLMT2,168$986,1580.08%
180Illinois Tool Works4523081093,639$976,4530.08%
181Phillips 66PSX5,975$975,9570.08%
182Ishares Russell 1000 Value ETF4642875985,301$949,4620.07%
183Eli Lilly & CO.LLY1,180$917,9930.07%
184Morgan StanleyMS-PQ9,727$915,8940.07%
185CSX CorporationCSX24,550$910,0690.07%
186Texas Instruments8825081045,147$896,6590.07%
187Pepsico IncPEP5,109$894,1260.07%
188Dominion Energy IncD18,102$890,4370.07%
189SPDR S&P 500 ETF TrustSPY1,695$886,6030.07%
190Renasant CorpRNST28,000$876,9600.07%
191Vanguard Extended Market ETF9229086524,927$863,5550.07%
192Truist Financial Corp89832Q10921,986$857,0140.07%
193Ppg Industries Inc6935061075,888$853,1710.07%
194Deere & CO.DE2,059$845,7140.07%
195Stryker CorpSYK2,323$831,3320.07%
196Marathon Petroleum CorporationMARA4,061$818,2920.06%
197Invesco S&P 500 Low VolatilityIVZ12,141$799,7280.06%
198Caterpillar IncCAT2,124$778,2970.06%
199RTX CORPORATIONRTX7,942$774,5830.06%
200Lyondellbasell Industries NV ALYB7,394$756,2580.06%
201Phillips 66PSX4,607$752,5070.06%
202Intl. Business Machines CorpINTR3,876$740,1610.06%
203Ishares Core High Dividend ETF46429B6636,673$735,4310.06%
204Mastercard Inc-AMA1,525$734,3950.06%
205Cisco Systems IncCSCO14,649$731,1320.06%
206Eaton Corp PLC ADRETN2,310$722,2910.06%
207Vanguard Ftse All World X-US S9220427186,084$710,8550.06%
208Ishares Russell Midcap Grwth E4642874816,188$706,2980.06%
209M & T BK Corp55261F1044,807$699,1300.05%
210Merck & Co IncMRK5,169$682,0490.05%
211Financial Select Sector SPDR81369Y60516,142$679,9010.05%
212Health Care Select Sector SPDR81369Y2094,596$678,9670.05%
213Ishares Core S&P Mid-Cap ETF46428750711,036$670,3270.05%
214Ishares Core Dividend Growth E46434V62111,390$661,3030.05%
215Abbvie IncABBV3,619$659,0200.05%
216South State CorporationSSB7,638$649,4600.05%
217Ishares S&P Midcap 400/Grwth E4642876067,036$642,0350.05%
218Fiserv IncFISV3,960$632,8870.05%
219Yum! Brands IncYUM4,539$629,3320.05%
220Vanguard Info Tech ETF92204A7021,187$622,3920.05%
221Walmart IncWMT10,257$617,1640.05%
222Electronic Arts IncEA4,607$611,2110.05%
223Capital One Financial14040H1054,094$609,5560.05%
224Vanguard Total Stck Mk ETF9229087692,340$608,1660.05%
225American Elec Pwr Inc0255371016,954$598,7390.05%
226Vanguard Short Term Bond ETF9219378277,791$597,3360.05%
227Vanguard Ftse All-World Ex-US92204277510,134$594,3490.05%
228Nucor CorpNUE2,952$584,2010.05%
2293M CoMMM5,497$583,0670.05%
230Tractor Supply COTSCO2,202$576,3070.05%
231Ishares DJ Select Dividend ETF4642871684,657$573,6490.04%
232Wisdomtree US Midcap DividendWT11,724$571,7790.04%
233Norfolk Southern Corp6558441082,209$563,0080.04%
234Ishares Core Msci Eafe ETF46432F8427,514$557,6890.04%
235Vanguard Value ETF9229087443,365$548,0240.04%
236Vanguard Scottsdale Fds Int-Term Corp92206C8706,699$539,3360.04%
237Vanguard Short Term Corp Bond92206C4096,968$538,6960.04%
238Target CorpTGT2,986$529,1490.04%
239Aflac IncAFL6,123$525,7210.04%
240Ishares Tr Russell 3000 Etf4642876891,717$515,2370.04%
241Qualcomm IncQCOM3,040$514,6720.04%
242First Bancorp NC Com31891010613,497$487,5140.04%
243Lowes Cos Inc5486611071,904$485,0060.04%
244Acuity Brands, Inc.AYI1,800$483,7140.04%
245Paychex IncPAYX3,900$478,9200.04%
246Fedex CorporationFDX1,646$476,9120.04%
247Diageo PLC ADRDGEAF3,129$465,4070.04%
248Sherwin-Williams COSHW1,310$455,0020.04%
249Vanguard High Dvd Yield ETF9219464063,700$447,6630.04%
250Ishares MSCI Global Gold Min E46434G85517,508$442,7770.03%
251SPDR Gold TrustGLD2,130$438,1840.03%
252CVS Health CorpCVS5,405$431,1030.03%
253American Water Works Co Inc0304201033,488$426,2680.03%
254Kite Realty Group Trust REIT49803T30019,550$423,8440.03%
255Travelers Companies IncTRV1,836$422,5370.03%
256Sprott Physical Gold & Silve Tr UnitSII20,576$418,5160.03%
257Grayscale Bitcoin Tr Btc Shs Rep Com UtGBTC6,606$417,3010.03%
258PNC Financial Services Group6934751052,566$414,6660.03%
259Ishares Barclays TIPS Bond ETF4642871763,858$414,3880.03%
260Ishares S&P Midcap 400/Value E4642877053,445$407,5090.03%
261Ishares Core S&P Mid-Cap ETF4642875076,705$407,2620.03%
262Nvidia CorpNVDA448$404,7950.03%
263Ishares Russell 2000 ETF4642876551,905$400,6220.03%
264Murphy Usa Inc ComMUSA955$400,3360.03%
265Boeing CompanyBA-PA2,071$399,6820.03%
266American Express COAXP1,755$399,5960.03%
267General Dynamics CorpGD1,409$398,0280.03%
268Invesco High Yield Equity DiviIVZ19,248$397,4710.03%
269Applied Materials Inc0382221051,900$391,8370.03%
270Blackstone Inc.BX2,959$388,7240.03%
271Applied Materials Inc0382221051,866$384,8250.03%
272Ishares Core U.S. Aggregate ET4642872263,842$376,2850.03%
273Corteva IncCTVA6,421$370,2990.03%
274Goldman Sachs Group Inc ComGSCE883$368,8200.03%
275Genuine Parts COGPC2,372$367,4940.03%
276Dollar Tree IncDLTR2,753$366,5620.03%
277Intel CorpINTC8,289$366,1250.03%
278Parker Hannifin Corp ComPH652$362,3750.03%
279Intel CorpINTC8,114$358,3950.03%
280Wells Fargo & CO9497461016,115$354,4250.03%
281Colgate Palmolive COCL3,919$352,9060.03%
282Charter Communications Inc Cl16119P1081,207$350,7900.03%
283Cincinnati Financial Corp1720621012,824$350,6560.03%
284Unilever PLCUNLYF6,765$339,5350.03%
285RTX CORPORATIONRTX3,461$337,5510.03%
286Ishares Core Msci Eafe ETF46432F8424,539$336,8850.03%
287IntuitINTU516$335,4000.03%
288Allstate CorpALL-PJ1,873$324,0480.03%
289Lyft Inc Cl ALYFT16,495$319,1780.03%
290Dow IncDOW5,444$315,3710.02%
291Visa IncV1,119$312,2900.02%
292Allstate CorpALL-PJ1,776$307,2660.02%
293ConocophillipsCOP2,408$306,4900.02%
294Pimco Dynamic Income Fund Shs72201Y10115,613$301,1750.02%
295Park National Corp Com7006581072,200$298,8700.02%
296Ishares S&P Smallcap 600/Val E4642878792,895$297,4900.02%
297AT & T IncT-PC16,794$295,5740.02%
298Jm Smucker CO/The-New8326964052,348$295,5430.02%
299Tesla IncTSLA1,666$292,8660.02%
300Caterpillar IncCAT792$290,2130.02%
301Dupont DE Nemours IncDD3,708$284,2920.02%
302ConocophillipsCOP2,220$282,5620.02%
303SPDR Dow Jones REIT ETF78464A6072,975$280,3940.02%
304IShares Gold Tr New ETFIAU6,616$277,9380.02%
305Republic Services Inc7607591001,437$275,0990.02%
306Stifel Financial Corporation8606301023,500$273,5950.02%
307Blackrock Inc Class ABLK326$271,7860.02%
308US BancorpUSB-PS5,963$266,5460.02%
309Kimberly-Clark CorpKMB2,047$264,7790.02%
310Qualcomm IncQCOM1,535$259,8760.02%
311International Paper CO4601461036,336$247,2310.02%
312Wells Fargo & CO9497461014,028$233,4630.02%
313Fluor Corp NewFLR5,500$232,5400.02%
314Xcel Energy IncXELLL4,268$229,4050.02%
315Schwab Strategic Tr Schwab Fdt Us Lg8085247713,397$228,9240.02%
316Apollo Global Mgmt Inc Com03769M1062,000$224,9000.02%
317Carrier Global CorpCARR3,859$224,3240.02%
318Advanced Micro Devices IncAMD1,218$219,8370.02%
319Canadian National Railway CO1363751021,661$218,7700.02%
320Wisdomtree US Dividend Ex-FinaWT2,124$216,1810.02%
321Philip Morris International7181721092,282$209,0770.02%
322Micron Technology IncMU1,746$205,8360.02%
323Technology Select Sector SPDR81369Y803985$205,1460.02%
324Starbucks CorpSBUX2,239$204,6220.02%
325Bassett Furniture Industries I07020310413,552$200,0280.02%
326Otis Worldwide CorpOTIS1,979$196,4550.02%
327Air Prods & Chems IncAIIR810$196,2390.02%
328General Dynamics CorpGD687$194,0710.02%
329Ishares Russell Midcap Value E4642874731,543$193,3840.02%
330Carrier Global CorpCARR3,320$192,9920.02%
331Sap SE ADRSAPGF971$189,3740.01%
332SPDR S&P Midcap 400 ETF TrustMDY335$186,3940.01%
333CVS Health CorpCVS2,327$185,6020.01%
334Sysco CorpSYY2,283$185,3340.01%
335Ishares Russell Top 200 Growth464289438929$181,2480.01%
336Vanguard Real Estate ETF9229085532,076$179,5320.01%
337Ishares Russell 2000 ETF464287655847$178,1240.01%
338Airbnb Inc Cl AABNB1,076$177,4970.01%
339Nextera Energy IncNEE-PW2,747$175,5610.01%
340Genuine Parts COGPC1,120$173,5220.01%
341Ishares S&P Smallcap/600 Growt4642878871,325$173,2170.01%
342McKesson Corp. Common StockMCK320$171,7920.01%
343Eversource EnergyES2,856$170,7030.01%
344Colgate Palmolive COCL1,891$170,2850.01%
345Ishares Barclays 1-3 Year Tr E4642874572,075$169,6940.01%
346Snap Inc Cl ASNAP14,480$166,2300.01%
347Atmos Energy CorporationATO1,380$164,0410.01%
348Palo Alto Networks IncPANW577$163,9430.01%
349HCA Healthcare IncHCA486$162,0960.01%
350Baxter International Inc0718131093,745$160,0610.01%
351Ishares Bitcoin Tr ShsIBIT3,951$159,8970.01%
352Discover Finl Svcs2547091081,205$157,9630.01%
353Microchip Technology IncMCHPP1,722$154,4810.01%
354Ishares Core S&P 500 ETF464287200293$154,0390.01%
355Atlantic Union Bankshares Corp04911A1074,335$153,0690.01%
356GE Aerospace369604301865$151,8330.01%
357Civitas Resources Inc Com New17888H1032,000$151,8200.01%
358SPDR Gold TrustGLD728$149,7640.01%
359Ishares Russell Top 200 Value4642894201,898$144,8550.01%
360Microsoft CorpMSFT342$143,8860.01%
361Kraft Heinz COKHC3,892$143,6150.01%
362Materials Select SPDR Fund81369Y1001,534$142,4930.01%
363Vanguard Growth ETF922908736413$142,1550.01%
364Halliburton COHAL3,584$141,2810.01%
365United Parcel Svc Inc Cl BUPS949$141,0500.01%
366McDonalds CorpMCD496$139,8470.01%
367Starbucks CorpSBUX1,522$139,0960.01%
368Agilent Technologies IncA919$133,7240.01%
369Mks Instrs Inc ComMKSI1,000$133,0000.01%
370Cyberark Software Ltd ShsM2682V108493$130,9560.01%
371Ishares Russell 1000 ETF464287622446$128,4610.01%
372Paypal Holdings IncPYPL1,912$128,0840.01%
373Industrial Select Sector SPDR81369Y7041,015$127,8490.01%
374Enphase Energy Inc ComENPH1,050$127,0290.01%
375Motorola Solutions, IncMSI350$124,2430.01%
376Icon Plc ShsICLR367$123,2940.01%
377CIGNA GROUP125523100336$122,0320.01%
378Medpace Hldgs Inc ComMEDP299$120,8410.01%
379Aerovironment Inc ComAVAV784$120,1720.01%
380Martin Marietta Materials Inc573284106194$119,1040.01%
381Crowdstrike Holdings Inc Cl ACRWD369$118,2980.01%
382Ishares Core S&P Total U.S.4642871501,008$116,2220.01%
383Palantir Technologies Inc Cl APLTR5,000$115,0500.01%
384Carmax IncKMX1,317$114,7240.01%
385Ford Motor Co Del3453708608,572$113,8360.01%
386Vanguard Mid-Cap Growth ETF922908538478$112,7080.01%
387Snap On IncSNA370$109,6010.01%
388Village Bank And Trust Finl Co92705T2002,557$108,6730.01%
389Fastenal COFAST1,403$108,2270.01%
390Metlife IncMET-PF1,442$106,8670.01%
391Cemex Sab De Cv Sponsored ADRCXMSF11,856$106,8230.01%
392Discover Finl Svcs254709108813$106,5760.01%
393Morgan StanleyMS-PQ1,130$106,4010.01%
394Idexx Labs Inc45168D104197$106,3660.01%
395Sysco CorpSYY1,310$106,3460.01%
396Sprott Physical Gold TrustSII6,125$105,9630.01%
397Ishares Core S&P Small-Cap ETF464287804945$104,4410.01%
398Nice Ltd Sponsored AdrNCSYF400$104,2480.01%
399Ares Capital Corp ComARCC5,000$104,1000.01%
400Unitedhealth Group Inc ComUNH208$102,8980.01%
401Dover CorpDOV578$102,4160.01%
402Vanguard Financials ETF92204A4051,000$102,3900.01%
403Piper Sandler Companies ComPIPR515$102,2220.01%
404Moodys CorpMCO260$102,1880.01%
405Manhattan Associates Inc ComMANH407$101,8440.01%
406Metlife IncMET-PF1,369$101,4570.01%
407Netflix IncNFLX167$101,4240.01%
408Cardinal Health IncCAH903$101,0460.01%
409Southern COSOMN1,408$101,0100.01%
410Costar Group IncCSGP1,045$100,9470.01%
411Vanguard Extended Market ETF922908652575$100,7800.01%
412Verizon CommunicationsVZ2,399$100,6620.01%
413Fortinet Inc ComFTNT1,471$100,4840.01%
414Vanguard Total International92203J4072,042$100,4460.01%
415Casella Waste Systems Inc Cl ACWST1,000$98,8700.01%
416Boston Scientific CorpBSX1,433$98,1460.01%
417General Mls Inc3703341041,400$97,9580.01%
418Ishares DJ Select Dividend ETF464287168793$97,6820.01%
419Aberdeen Standard Physical Gol00326A1044,500$95,5800.01%
420Agilent Technologies IncA656$95,4550.01%
421Nasdaq IncNDAQ1,500$94,6500.01%
422Hess CorporationHESM615$93,8740.01%
423Altria Group IncMO2,145$93,5650.01%
424Seagate Technology Hldngs Pl Ord ShsSE1,000$93,0500.01%
425Travelers Companies IncTRV403$92,7460.01%
426Otis Worldwide CorpOTIS931$92,4200.01%
427BP PLC Spons ADRBPPFF2,452$92,3920.01%
428Rbc Bearings Inc ComRBC341$92,1890.01%
429Chemours Co ComCC3,500$91,9100.01%
430Veeva Sys Inc Cl A ComVEEV395$91,5180.01%
431Illumina IncILMN665$91,3180.01%
432Consolidated Edison Inc ComED1,000$90,8100.01%
433Mastercard Inc-AMA187$90,0540.01%
434Valero Energy Corp ComVLO520$88,7590.01%
435Vanguard Tot World Stk ETF922042742800$88,4000.01%
436Cintas CorpCTAS128$87,9400.01%
437Invesco Qqq Trust Series 1IVZ197$87,4700.01%
438Ishares Russell 2000 Value ETF464287630550$87,3460.01%
439Carnival Corp ADRCUKPF5,260$85,9480.01%
440Qualys Inc ComQLYS514$85,7710.01%
441Ford Motor Co Del3453708606,270$83,2660.01%
442Kinder Morgan IncEP-PC4,540$83,2640.01%
443Netflix IncNFLX137$83,2040.01%
444Enbridge Incorporated ADRENNPF2,287$82,7440.01%
445Ishares S&P 500 Growth ETF464287309977$82,4980.01%
446Berkshire Hathaway Inc-Cl BBRK-A195$82,0010.01%
447Bristol Myers Squibb COCELG-RI1,506$81,6700.01%
448Jack Henry & Associates Inc426281101469$81,4790.01%
449Vanguard World Mega Cap Fund E921910816280$80,2510.01%
450Ishares MSCI Intl Quality Fact46434V4562,000$79,3200.01%
451Markel Group INC COMMKL52$79,1170.01%
452Apple IncAAPL460$78,8810.01%
453Sherwin-Williams COSHW225$78,1490.01%
454Monster Beverage CorpMNST1,300$77,0640.01%
455Shell PLC Spon ADRRYDAF1,147$76,8950.01%
456Consumer Discretionary Selt81369Y407418$76,8660.01%
457Vanguard Info Tech ETF92204A702145$76,0290.01%
458Tradeweb Mkts Inc Cl A892672106726$75,6270.01%
459Vanguard World Fd Mega Cap Val921910840630$75,2910.01%
460Gilead Sciences IncGILD1,022$74,8620.01%
461Ansys Inc Com03662Q105214$74,2920.01%
462Xylem IncXYL570$73,6670.01%
463Cummins Inc ComCMI250$73,6630.01%
464Ishares Tr Core S&P US Growth464287671628$73,6080.01%
465Vanguard Ftse Emerging Markets9220428581,754$73,2650.01%
466Invesco S&P 500 Pure Value ETFIVZ825$72,9630.01%
467Dexcom Inc ComDXCM525$72,8180.01%
468Consumer Staples SPDR81369Y308951$72,6180.01%
469Vanguard Growth ETF922908736210$72,2820.01%
470Curtiss Wright Corp ComCW282$72,1750.01%
471Eni Spa Spons ADR26874R1082,255$71,5290.01%
472Thermo Fisher Scientific IncTMO123$71,4890.01%
473Sonoco Products CO8354951021,235$71,4320.01%
474Brt Apartments CorpBRT4,250$71,4000.01%
475Factset Resh Sys Inc Com303075105156$70,8850.01%
476Technology Select Sector SPDR81369Y803339$70,6040.01%
477Wp Carey Inc REIT92936U1091,244$70,2110.01%
478Invesco S&P 500 Pure Growth ETIVZ1,900$69,7680.01%
479Repligen Corp ComRGEN377$69,3380.01%
480Bank Amer Corp0605051041,818$68,9390.01%
481SEI Investments Company784117103930$66,8670.01%
482American Tower Corp REIT03027X100337$66,5880.01%
483Vanguard Small-Cap ETF922908751289$66,0630.01%
484Canadian National Railway CO136375102498$65,5920.01%
485Servicenow IncNOW86$65,5660.01%
486Kimberly-Clark CorpKMB503$65,0630.01%
487Towne Bank89214P1092,316$64,9870.01%
488Servicenow IncNOW84$64,0420.01%
489Alarm Com Hldgs Inc ComALRM882$63,9190.01%
490Broadcom IncAVGO48$63,6200.00%
491Guidewire Software Inc ComGWRE530$61,8560.00%
492Alphabet Inc Cl CGOOG400$60,9040.00%
493NorthropNOC125$59,8330.00%
494Vanguard Scottsdale Fds Inter Term Treas92206C7061,019$59,6620.00%
495Tractor Supply COTSCO225$58,8870.00%
496CIGNA GROUP125523100162$58,8370.00%
497Oneok Inc New ComOKE733$58,7650.00%
498Abbvie IncABBV321$58,4540.00%
499SPDR S&P Midcap 400 ETF TrustMDY105$58,4220.00%
500Vanguard Total Bond Market ETF921937835804$58,3950.00%