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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

RMB Capital Management, LLC

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001172661-23-002019

Total Value
$2.86B
Positions
482
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (482)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT233,599$67.3M2.35%
2APPLE INCAAPL345,131$56.9M1.99%
3VISA INCV245,691$55.4M1.94%
4JPMORGAN CHASE & COVYLD416,259$54.2M1.89%
5SYNOPSYS INCSNPS131,098$50.6M1.77%
6DANAHER CORPORATION235851102194,171$48.9M1.71%
7PTC INCPTC356,694$45.7M1.60%
8AMAZON COM INCAMZN429,470$44.4M1.55%
9SPDR S&P 500 ETF TRSPY105,388$43.1M1.51%
10BOOKING HOLDINGS INCBKNG15,027$39.9M1.39%
11ALPHABET INCGOOG383,864$39.8M1.39%
12COOPER COS INC216648402104,321$38.9M1.36%
13S&P GLOBAL INCSPGI109,707$37.8M1.32%
14DOLLAR GEN CORP NEW256677105174,182$36.7M1.28%
15MARKETAXESS HLDGS INCMKTX91,536$35.8M1.25%
16STERIS PLCSTE185,768$35.5M1.24%
17SALESFORCE INCCRM174,202$34.8M1.22%
18NORDSON CORPNDSN156,063$34.7M1.21%
19TYLER TECHNOLOGIES INCTYL95,113$33.7M1.18%
20TJX COS INC NEW872540109429,324$33.6M1.18%
21ALPHABET INCGOOG313,006$32.6M1.14%
22EQUINIX INCEQIX44,366$32.0M1.12%
23EDWARDS LIFESCIENCES CORPEW379,065$31.4M1.10%
24DISNEY WALT CO254687106296,816$29.7M1.04%
25PROGRESSIVE CORP743315103202,700$29.0M1.01%
26CME GROUP INCCME150,809$28.9M1.01%
27CDW CORPCDW142,111$27.7M0.97%
28UNITEDHEALTH GROUP INCUNH57,260$27.1M0.95%
29WATSCO INCWSO-B82,677$26.3M0.92%
30MONOLITHIC PWR SYS INC60983910552,071$26.1M0.91%
31SCHWAB STRATEGIC TR808524797321,232$23.5M0.82%
32KEURIG DR PEPPER INCKDP664,655$23.4M0.82%
33FORTUNE BRANDS INNOVATIONS IFBIN391,749$23.0M0.80%
34WEST PHARMACEUTICAL SVSC INC95530610564,843$22.5M0.78%
35AMERICAN TOWER CORP NEW03027X100106,163$21.7M0.76%
36AVERY DENNISON CORPAVY117,082$20.9M0.73%
37VAIL RESORTS INCMTN89,517$20.9M0.73%
38UNION PAC CORPUNP103,691$20.9M0.73%
39STRYKER CORPORATIONSYK73,004$20.8M0.73%
40BECTON DICKINSON & COBDX84,165$20.8M0.73%
41ILLINOIS TOOL WKS INC45230810984,964$20.7M0.72%
42ANALOG DEVICES INCADI104,603$20.6M0.72%
43ENTEGRIS INCENTG251,363$20.6M0.72%
44MORGAN STANLEYMS-PQ228,941$20.1M0.70%
45LOWES COS INC548661107100,268$20.1M0.70%
46CHUBB LIMITEDCB103,151$20.0M0.70%
47EAGLE MATLS INC26969P108134,941$19.8M0.69%
48ISHARES TR464287465269,379$19.3M0.67%
49EASTGROUP PPTYS INC277276101116,498$19.3M0.67%
50ACCENTURE PLC IRELANDACN67,193$19.2M0.67%
51HENRY JACK & ASSOC INC426281101123,596$18.6M0.65%
52CURTISS WRIGHT CORPCW97,251$17.1M0.60%
53INTUITINTU38,433$17.1M0.60%
54REPLIGEN CORPRGEN100,778$17.0M0.59%
55DEVON ENERGY CORP NEW25179M103331,672$16.8M0.59%
56FAIR ISAAC CORPFICO22,973$16.1M0.56%
57CATALENT INC148806102239,458$15.7M0.55%
58POOL CORPPOOL45,735$15.7M0.55%
59VISTEON CORPVC99,711$15.6M0.55%
60ISHARES TR464287804157,964$15.3M0.53%
61POTLATCHDELTIC CORPORATION737630103299,382$14.8M0.52%
62DIAGEO PLCDGEAF81,037$14.7M0.51%
63WISDOMTREE TRWT234,558$14.6M0.51%
64AMGEN INCAMGN57,645$13.9M0.49%
65AMERICAN FINL GROUP INC OHIO025932104114,661$13.9M0.49%
66CHEVRON CORP NEWCVX84,777$13.8M0.48%
67KADANT INCKAI64,716$13.5M0.47%
68COLUMBIA SPORTSWEAR COCOLM149,488$13.5M0.47%
69CARPENTER TECHNOLOGY CORPCRS300,290$13.4M0.47%
70JOHNSON & JOHNSONJNJ84,433$13.1M0.46%
71VANGUARD SPECIALIZED FUNDS92190884484,346$13.0M0.45%
72MARSH & MCLENNAN COS INC57174810276,864$12.8M0.45%
73MERCK & CO INCMRK119,420$12.7M0.44%
74EXPONENT INCEXPO124,452$12.4M0.43%
75RITCHIE BROS AUCTIONEERS767744105220,250$12.4M0.43%
76TRICO BANCSHARESTCBK291,615$12.1M0.42%
77SPDR S&P MIDCAP 400 ETF TRMDY26,447$12.1M0.42%
78RAYTHEON TECHNOLOGIES CORPRTX121,736$11.9M0.42%
79KINDER MORGAN INC DELEP-PC650,127$11.4M0.40%
80CHESAPEAKE UTILS CORP16530310886,810$11.1M0.39%
81FOX FACTORY HLDG CORPFOXF91,536$11.1M0.39%
82EQUITY BANCSHARES INCEQBK450,000$11.0M0.38%
83VANGUARD WORLD FDS92204A70228,121$10.8M0.38%
84WISDOMTREE TRWT267,808$10.6M0.37%
85ISHARES TR46428762246,672$10.5M0.37%
86RBC BEARINGS INCRBC45,079$10.5M0.37%
87SEACOAST BKG CORP FLASE442,626$10.5M0.37%
88ISHARES TR46428761442,103$10.3M0.36%
89ALTRIA GROUP INCMO227,318$10.1M0.35%
90TEXAS INSTRS INC88250810454,524$10.1M0.35%
91ISHARES TR464287481107,683$9.8M0.34%
92BP PLCBPPFF258,343$9.8M0.34%
93FIRST BANCSHARES INC MS318916103375,000$9.7M0.34%
94ROYAL GOLD INCRGLD72,048$9.3M0.33%
95VERITEX HLDGS INC923451108488,904$8.9M0.31%
96VANGUARD INDEX FDS92290862941,987$8.9M0.31%
97BUSINESS FIRST BANCSHARES INBFST500,000$8.6M0.30%
98USCB FINANCIAL HOLDINGS INCUSCB828,269$8.2M0.29%
99BYLINE BANCORP INCBY378,172$8.2M0.29%
100NEW YORK CMNTY BANCORP INC649445103899,170$8.1M0.28%
101RANGE RES CORPRRC306,934$8.1M0.28%
102PEPSICO INCPEP43,977$8.0M0.28%
103ORIGIN BANCORP INCOBK245,000$7.9M0.28%
104FEDERAL RLTY INVT TR NEW31374510178,783$7.8M0.27%
105APTARGROUP INCATR65,337$7.7M0.27%
106VANGUARD INTL EQUITY INDEX F922042775142,379$7.6M0.27%
107ABBVIE INCABBV47,668$7.6M0.27%
108BIOLIFE SOLUTIONS INCBLFS346,462$7.5M0.26%
109BIO-TECHNE CORPTECH101,488$7.5M0.26%
110WISDOMTREE TRWT183,285$7.5M0.26%
111BJS WHSL CLUB HLDGS INC05550J10191,303$6.9M0.24%
112DOW INCDOW126,337$6.9M0.24%
113ABBOTT LABSABLZF68,231$6.9M0.24%
114VERIZON COMMUNICATIONS INCVZ177,229$6.9M0.24%
115EOG RES INCEOG58,352$6.7M0.23%
116RPM INTL INC74968510375,113$6.6M0.23%
117COMCAST CORP NEWCCZ166,085$6.3M0.22%
118OMNICELL COMOMCL106,069$6.2M0.22%
119INTERNATIONAL BUSINESS MACHSINTR46,691$6.1M0.21%
120COPART INCCPRT80,780$6.1M0.21%
121BRIGHT HORIZONS FAM SOL IN D10919410078,063$6.0M0.21%
122FIRST INTST BANCSYSTEM INC32055Y201195,372$5.8M0.20%
123OLD REP INTL CORP680223104233,045$5.8M0.20%
124HUBBELL INCHUBB23,882$5.8M0.20%
125APPLIED INDL TECHNOLOGIES IN03820C10539,183$5.6M0.19%
126FB FINL CORP30257X104175,000$5.4M0.19%
127COASTAL FINL CORP WA19046P209150,000$5.4M0.19%
128BANK OF NT BUTTERFIELD&SON LG0772R208200,000$5.4M0.19%
129ISHARES TR46428720012,779$5.3M0.18%
130ISHARES TR464287234130,429$5.1M0.18%
131INVESCO EXCH TRADED FD TR IIIVZ82,054$5.1M0.18%
132GILEAD SCIENCES INCGILD61,357$5.1M0.18%
133ISHARES TR46428765528,387$5.1M0.18%
134NEOGEN CORPNEOG270,653$5.0M0.18%
135TELEDYNE TECHNOLOGIES INCTDY11,118$5.0M0.17%
136CITIZENS FINL GROUP INCCIA163,448$5.0M0.17%
137PRIMIS FINANCIAL CORPFRST511,778$4.9M0.17%
138SPDR SER TR78468R788127,750$4.9M0.17%
139VERSABANK NEWVBNK641,968$4.7M0.17%
140ITT INCITT54,288$4.7M0.16%
141FISERV INCFISV41,044$4.6M0.16%
142WALGREENS BOOTS ALLIANCE INC931427108133,724$4.6M0.16%
143INTERNATIONAL FLAVORS&FRAGRA45950610148,978$4.5M0.16%
144VANGUARD TAX-MANAGED FDS92194385898,928$4.5M0.16%
145FIVE9 INCFIVN60,120$4.3M0.15%
146ASPEN TECHNOLOGY INC29109X10618,822$4.3M0.15%
147HOME DEPOT INCHD14,353$4.2M0.15%
148OLD SECOND BANCORP INC ILLOSBC300,000$4.2M0.15%
149BERKSHIRE HATHAWAY INC DELBRK-A13,500$4.2M0.15%
150ADVANCE AUTO PARTS INCAAP33,384$4.1M0.14%
151AMERIS BANCORPABCB108,668$4.0M0.14%
152THERMO FISHER SCIENTIFIC INCTMO6,862$4.0M0.14%
153M & T BK CORP55261F10431,760$3.8M0.13%
154MARKEL CORPMKL2,965$3.8M0.13%
155BANC OF CALIFORNIA INCBANC-PF298,600$3.7M0.13%
156LIVE OAK BANCSHARES INCLOB-PA150,000$3.7M0.13%
157VANGUARD INDEX FDS92290873614,551$3.6M0.13%
158CROWDSTRIKE HLDGS INCCRWD25,920$3.6M0.12%
159FIRST HORIZON CORPORATIONFHN-PH200,000$3.6M0.12%
160MKS INSTRS INCMKSI40,054$3.5M0.12%
161MONGODB INCMDB15,089$3.5M0.12%
162TRIUMPH FINANCIAL INCTFIN-P59,037$3.4M0.12%
163THIRD COAST BANCSHARES INCTCBX216,370$3.4M0.12%
164PROCORE TECHNOLOGIES INCPCOR54,030$3.4M0.12%
165CIVISTA BANCSHARES INCCIVB200,000$3.4M0.12%
166AMERANT BANCORP INCAMTB155,000$3.4M0.12%
167PROSHARES TR74348A46736,864$3.4M0.12%
168ISHARES TR46428730952,208$3.3M0.12%
169SOUTHERN STS BANCSHARES INCSOMN143,704$3.2M0.11%
170STIFEL FINL CORP86063010253,983$3.2M0.11%
171NICOLET BANKSHARES INCNIC50,000$3.2M0.11%
172OLD DOMINION FREIGHT LINE INODFL9,153$3.1M0.11%
173MASTERCARD INCORPORATEDMA8,538$3.1M0.11%
174CLOUDFLARE INCNET49,630$3.1M0.11%
175WISDOMTREE TRWT106,281$3.0M0.11%
176PINNACLE FINL PARTNERS INC72346Q10453,622$3.0M0.10%
177VALMONT INDS INC9202531019,248$3.0M0.10%
178CARLISLE COS INC14233910012,838$2.9M0.10%
179STEEL DYNAMICS INCSTLD24,793$2.8M0.10%
180BILL HOLDINGS INCBILL34,266$2.8M0.10%
181OCEANFIRST FINL CORP675234108150,000$2.8M0.10%
182LILLY ELI & COLLY8,025$2.8M0.10%
183IDEXX LABS INC45168D1045,510$2.8M0.10%
184WEBSTER FINL CORP94789010968,003$2.7M0.09%
185ALLIANCEBERNSTEIN HLDG L P01881G10673,100$2.7M0.09%
186DIAMONDBACK ENERGY INCFANG19,685$2.7M0.09%
187WISDOMTREE TRWT37,250$2.6M0.09%
188ISHARES TR46428768911,105$2.6M0.09%
189WISDOMTREE TRWT31,683$2.6M0.09%
190COLONY BANKCORP INCCBAN250,000$2.5M0.09%
191ISHARES TR46428749936,319$2.5M0.09%
192MCDONALDS CORPMCD8,995$2.5M0.09%
193WELLS FARGO CO NEW94974610166,270$2.5M0.09%
194SOUTHSTATE CORPORATIONSSB34,623$2.5M0.09%
195TREX CO INCTREX49,440$2.4M0.08%
196PROVIDENT FINL SVCS INC74386T105125,000$2.4M0.08%
197SPDR SER TR78468R66325,788$2.4M0.08%
198LAKELAND BANCORP INC511637100150,000$2.3M0.08%
199SNOWFLAKE INCSNOW14,796$2.3M0.08%
200IDEX CORP45167R1049,573$2.2M0.08%
201WISDOMTREE TRWT23,709$2.2M0.08%
202HOME BANCSHARES INCHOMB100,000$2.2M0.08%
203PALO ALTO NETWORKS INCPANW10,694$2.1M0.07%
204EXXON MOBIL CORPXOM19,270$2.1M0.07%
205NVIDIA CORPORATIONNVDA7,546$2.1M0.07%
206DIGIMARC CORP NEWDMRC106,096$2.1M0.07%
207NEXTERA ENERGY INCNEE-PW26,926$2.1M0.07%
208ALEXANDRIA REAL ESTATE EQ IN01527110916,456$2.1M0.07%
209NVR INCNVR368$2.1M0.07%
210GRACO INCGGG27,909$2.0M0.07%
211RELIANCE STEEL & ALUMINUM CORS7,652$2.0M0.07%
212ZSCALER INCZS16,783$2.0M0.07%
213MONDAY COM LTDMNDY13,624$1.9M0.07%
214ENTERPRISE PRODS PARTNERS L29379210774,636$1.9M0.07%
215ESSENTIAL PPTYS RLTY TR INC29670E10777,291$1.9M0.07%
216HEICO CORP NEWHEI-A11,194$1.9M0.07%
217FIDELITY COVINGTON TRUST31609280816,565$1.9M0.07%
218FULL HSE RESORTS INC359678109260,000$1.9M0.07%
219HONEYWELL INTL INC4385161069,784$1.9M0.07%
220MICROCHIP TECHNOLOGY INC.MCHPP22,273$1.9M0.07%
221DATADOG INCDDOG25,340$1.8M0.06%
222DEERE & CODE4,345$1.8M0.06%
223FASTENAL COFAST33,129$1.8M0.06%
224ADOBE SYSTEMS INCORPORATEDADBE4,601$1.8M0.06%
225ATLANTIC UN BANKSHARES CORP04911A10750,000$1.8M0.06%
226VANGUARD WHITEHALL FDS92194640616,317$1.7M0.06%
227VANGUARD INDEX FDS9229083634,555$1.7M0.06%
228METROPOLITAN BK HLDG CORP59177410450,000$1.7M0.06%
229EVERTEC INCEVTC50,000$1.7M0.06%
230HUBSPOT INCHUBS3,903$1.7M0.06%
231SMARTFINANCIAL INCSMBK71,966$1.7M0.06%
232PURE CYCLE CORPPCYO175,800$1.7M0.06%
233TRIMBLE INCTRMB31,572$1.7M0.06%
234ORACLE CORPORCL-PD17,805$1.7M0.06%
235ISHARES TR4642875076,598$1.7M0.06%
236MATADOR RES COMTDR34,232$1.6M0.06%
237AUTOMATIC DATA PROCESSING INADP7,293$1.6M0.06%
238COSTCO WHSL CORP NEW22160K1053,263$1.6M0.06%
239JFROG LTDFROG82,090$1.6M0.06%
240HEICO CORP NEWHEI-A11,762$1.6M0.06%
241DYNATRACE INCDT36,762$1.6M0.05%
242BADGER METER INCBMI12,639$1.5M0.05%
243STOCK YDS BANCORP INC86102510427,628$1.5M0.05%
244BROADCOM INCAVGO2,373$1.5M0.05%
245VANGUARD INDEX FDS9229087697,313$1.5M0.05%
246PRUDENTIAL FINL INCPUKPF18,027$1.5M0.05%
247ELEVANCE HEALTH INCELV3,225$1.5M0.05%
248HUMANA INCHUM3,026$1.5M0.05%
249EXACT SCIENCES CORP30063P10521,611$1.5M0.05%
250AMERICAN VANGUARD CORPAVD65,900$1.4M0.05%
251CRISPR THERAPEUTICS AGCRSP31,570$1.4M0.05%
252PFIZER INCPFE34,714$1.4M0.05%
253KLA CORPKLAC3,472$1.4M0.05%
254ATLASSIAN CORPORATIONTEAM7,910$1.4M0.05%
255NBT BANCORP INCNBTB40,000$1.3M0.05%
256CISCO SYS INCCSCO25,566$1.3M0.05%
257US BANCORP DELUSB-PS36,716$1.3M0.05%
258SELECT SECTOR SPDR TR81369Y60539,781$1.3M0.04%
259META PLATFORMS INCMETA5,898$1.3M0.04%
260APPLIED MATLS INC03822210510,047$1.2M0.04%
261INTERCONTINENTAL EXCHANGE IN45866F10411,336$1.2M0.04%
262TESLA INCTSLA5,681$1.2M0.04%
263INVESCO QQQ TRIVZ3,656$1.2M0.04%
264CONOCOPHILLIPSCOP11,756$1.2M0.04%
265BANK AMERICA CORP060505682980$1.1M0.04%
266VEEVA SYS INCVEEV6,181$1.1M0.04%
267COMMUNITY HEALTHCARE TR INCCHCT30,581$1.1M0.04%
268WP CAREY INC92936U10914,363$1.1M0.04%
269NORTHROP GRUMMAN CORPNOC2,383$1.1M0.04%
270SPDR SER TR78464A69824,871$1.1M0.04%
271ISHARES TR46432F84216,298$1.1M0.04%
272BANK AMERICA CORP06050510438,003$1.1M0.04%
273SKYLINE CHAMPION CORPORATIONSKY14,431$1.1M0.04%
274LOCKHEED MARTIN CORPLMT2,285$1.1M0.04%
275RITHM CAPITAL CORPRITM-PF135,000$1.1M0.04%
276ISHARES TR46429B66310,565$1.1M0.04%
277NORTHERN TR CORPNTRSO12,158$1.1M0.04%
278COLUMBIA BKG SYS INC19723610250,000$1.1M0.04%
279AFC GAMMA INCAFCG88,025$1.1M0.04%
280GARTNER INCIT3,253$1.1M0.04%
281ETF MANAGERS TR26924G20121,768$1.0M0.04%
282ISHARES TR46434V62120,498$1.0M0.04%
283ISHARES TR4642875986,653$1.0M0.04%
284COCA COLA COKO16,092$998,1720.03%
285EATON VANCE TAX-MANAGED BUY-ETN78,688$993,8280.03%
286LINCOLN ELEC HLDGS INC5339001065,598$946,6220.03%
287SPDR SER TR78464A35914,026$940,7240.03%
288SPDR SER TR78464A50822,972$935,4200.03%
289INTUITIVE SURGICAL INCISRG3,621$925,0570.03%
290BRISTOL-MYERS SQUIBB COCELG-RI13,233$917,2010.03%
291INTELLIA THERAPEUTICS INCNTLA23,957$892,8770.03%
292AGILENT TECHNOLOGIES INCA6,432$889,8100.03%
293SCHWAB STRATEGIC TR80852410218,544$887,3300.03%
294TE CONNECTIVITY LTDTEL6,707$879,6230.03%
295INSULET CORPPODD2,711$864,7010.03%
296NEW YORK MTG TR INCADAMZ85,991$856,4700.03%
297CATERPILLAR INCCAT3,724$852,2000.03%
298DIMENSIONAL ETF TRUST25434V72425,420$851,0620.03%
299RAYMOND JAMES FINL INC7547301099,100$848,7570.03%
300UNITED CMNTY BKS BLAIRSVLE GUNTCW30,000$843,6000.03%
301SPDR INDEX SHS FDS78463X88926,231$842,5250.03%
302MPLX LPMPLXP24,266$835,9640.03%
303CADENCE BANK12740C10340,000$830,4000.03%
304VANGUARD SCOTTSDALE FDS92206C68013,144$826,6260.03%
305WINTRUST FINL CORP97650W10811,200$817,0400.03%
306AIR PRODS & CHEMS INCAIIR2,843$816,5380.03%
307KEYSIGHT TECHNOLOGIES INCKEYS4,989$805,5730.03%
308AFFILIATED MANAGERS GROUP INMGRE5,600$797,5520.03%
309VANGUARD INDEX FDS9229087445,713$788,9560.03%
310SONOCO PRODS CO83549510212,675$773,1750.03%
311BOEING COBA-PA3,585$761,4570.03%
312ENERGY TRANSFER L PET-PI59,466$741,5410.03%
313CALAMOS CONV & HIGH INCOME F12811P10867,540$737,5370.03%
314ISHARES TR4642877217,944$737,2830.03%
315TWO HARBORS INVENTMENT CORPO90187BAB7850,000$730,2010.03%
316WATERSTONE FINL INC MD94188P10148,194$729,1750.03%
317ISHARES TR46428827312,212$726,7360.03%
318PROCTER AND GAMBLE CO7427181094,706$699,7310.02%
319ATI INCATI17,716$699,0730.02%
320OWL ROCK CAPITAL CORPORATIONOWL55,176$695,7690.02%
321VANGUARD STAR FDS92190976812,562$693,5480.02%
322CARDINAL HEALTH INCCAH9,168$692,1840.02%
323ELLINGTON FINANCIAL INCEFC-PD56,664$691,8670.02%
324MFA FINL INC55272X60768,968$684,1630.02%
325ILLUMINA INCILMN2,928$680,9060.02%
326SLR INVESTMENT CORPSLRC45,000$676,8000.02%
327VANGUARD SCOTTSDALE FDS92206C71410,108$675,3150.02%
328SYNAPTICS INCSYNA6,075$675,2360.02%
329UMH PPTYS INC90300210345,647$675,1190.02%
330TARGA RES CORPTRGP9,230$673,3280.02%
331STARBUCKS CORPSBUX6,263$652,1660.02%
332INVESCO EXCHANGE TRADED FD TIVZ4,497$650,3980.02%
333FS KKR CAP CORPFSK35,000$647,5000.02%
334NOVO-NORDISK A SNONOF4,048$644,1990.02%
335AMERICAN CENTY ETF TR0250728859,049$641,4080.02%
336MARATHON PETE CORPMARA4,756$641,2510.02%
337LINDE PLCLIN1,803$640,8580.02%
338BNY MELLON STRATEGIC MUN BD09662E109106,166$638,0580.02%
339ROCKWELL AUTOMATION INCROK2,152$631,5040.02%
340QUALCOMM INCQCOM4,929$628,8420.02%
341REDWOOD TRUST INCRWTQ92,840$625,7420.02%
342ASTRAZENECA PLCAZN8,967$622,3990.02%
343VERISK ANALYTICS INCVRSK3,200$613,9520.02%
344RUNWAY GROWTH FINANCE CORPRWAYL50,000$606,5000.02%
345SELECT SECTOR SPDR TR81369Y8034,013$606,0350.02%
346INVESCO EXCHANGE TRADED FD TIVZ29,851$594,6320.02%
347ISHARES TR4642871685,063$593,2820.02%
348ISHARES TR4642875564,541$586,5160.02%
349SEAGEN INCSE2,814$569,7510.02%
350ULTA BEAUTY INCULTA1,015$553,8550.02%
351GALLAGHER ARTHUR J & CO3635761092,872$549,4420.02%
352INDEPENDENT BK CORP MASS4538361088,347$547,7300.02%
353GENERAL ELECTRIC CO3696043015,698$544,7290.02%
354TARGET CORPTGT3,288$544,5910.02%
355BROOKFIELD CORP11271J10716,707$544,4810.02%
356SPDR SER TR78464A79714,587$540,7400.02%
357WALMART INCWMT3,646$537,6030.02%
358STATE STR CORPSTT-PG7,101$537,4750.02%
359AMERICAN EXPRESS COAXP3,232$533,1180.02%
360ROPER TECHNOLOGIES INCROP1,195$526,6250.02%
361JPMORGAN CHASE & COVYLD23,375$518,6910.02%
362Q2 HLDGS INCQTWO20,763$511,1850.02%
363VANGUARD INTL EQUITY INDEX F92204285812,335$498,3340.02%
364ISHARES TR4642871198,875$491,3090.02%
365VANGUARD SCOTTSDALE FDS92206C6232,935$484,4220.02%
366BLACKSTONE INCBX5,453$478,9920.02%
367ANSYS INC03662Q1051,437$478,2340.02%
368DIMENSIONAL ETF TRUST25434V60910,646$473,7470.02%
369MOODYS CORPMCO1,544$472,4950.02%
370MGE ENERGY INCMGEE6,000$466,0200.02%
371BERKSHIRE HATHAWAY INC DELBRK-A1$465,6000.02%
372DIMENSIONAL ETF TRUST25434V5008,760$461,6520.02%
373ISHARES TR4642885136,100$460,8550.02%
374KIMBERLY-CLARK CORPKMB3,432$460,5810.02%
375UNITED RENTALS INCURI1,159$458,6860.02%
376VERACYTE INCVCYT20,239$451,3300.02%
377FIRST BANCORP P R31867270639,499$451,0790.02%
378INTEL CORPINTC13,782$450,2580.02%
379SCULPTOR CAP MGMT81124610752,250$449,8720.02%
380COGNEX CORPCGNX8,950$443,4720.02%
381CONSTELLIUM SECSTM28,150$430,1320.02%
382PAYPAL HLDGS INCPYPL5,594$424,8080.01%
383SHERWIN WILLIAMS COSHW1,861$418,2970.01%
384SERVICENOW INCNOW888$412,6710.01%
385GOLDMAN SACHS GROUP INCGSCE1,259$411,7350.01%
386SPDR SER TR78464A6313,505$409,7700.01%
387WASTE MGMT INC DEL94106L1092,502$408,2200.01%
388SHELL PLCRYDAF7,089$407,9010.01%
389ECOLAB INCECL2,452$405,8800.01%
390AT&T INCT-PC20,668$397,8540.01%
391CARIBOU BIOSCIENCES INCCRBU74,629$396,2800.01%
392VERRA MOBILITY CORPVRRM22,739$384,7440.01%
393ISHARES TR4642888777,776$377,3690.01%
394ISHARES TR46428868712,022$375,3270.01%
395MARRIOTT INTL INC NEW5719032022,251$373,7560.01%
396CAMDEN PPTY TR1331311023,560$373,1810.01%
397SPDR SER TR78464A67212,875$372,6020.01%
398SCHWAB STRATEGIC TR80852480510,628$369,8540.01%
399JANUS DETROIT STR TR47103U8457,469$369,7900.01%
400COLGATE PALMOLIVE COCL4,911$369,0620.01%
401ZOETIS INCZTS2,217$368,9970.01%
402PERKINELMER INCRVTY2,746$365,9320.01%
403ISHARES INC46434G8226,083$357,0110.01%
404CINTAS CORPCTAS761$352,0990.01%
405CASELLA WASTE SYS INCCWST4,238$350,3130.01%
406CITIGROUP INCC-PR7,418$347,8300.01%
407BELDEN INCBDC4,000$347,0800.01%
408WILLIAMS COS INC96945710011,619$346,9430.01%
409ISHARES INC46434G1037,093$346,0670.01%
410PRICE T ROWE GROUP INCTROW3,054$344,8430.01%
411BIOMARIN PHARMACEUTICAL INCBMRN3,540$344,2300.01%
412LAM RESEARCH CORPLRCX637$337,6860.01%
413BLACKROCK INCBLK497$332,5530.01%
414FIDELITY NATL INFORMATION SV31620M1066,064$329,4570.01%
415BNY MELLON MUN INCOME INC05589T10450,156$325,5120.01%
416VANGUARD BD INDEX FDS92203C3036,574$323,7040.01%
417FIFTH THIRD BANCORPFITBM12,041$320,7720.01%
418RENTOKIL INITIAL PLCRKLIF8,718$318,2940.01%
419CROWN CASTLE INCCCI2,367$316,7990.01%
420VERTEX PHARMACEUTICALS INCVRTX995$313,4950.01%
421INGERSOLL RAND INCIR5,365$312,1360.01%
422SCHWAB STRATEGIC TR8085247636,409$311,9260.01%
423HERSHEY COHSY1,224$311,3980.01%
424VANGUARD SCOTTSDALE FDS92206C6492,580$310,8900.01%
425L3HARRIS TECHNOLOGIES INCLHX1,581$310,2550.01%
426DBX ETF TR2330512008,806$309,9690.01%
427ROYAL BK CDA SUSTAINABL7800871023,151$301,1730.01%
428OCCIDENTAL PETE CORP6745991054,744$296,1680.01%
429EMERSON ELEC COEMR3,315$288,8800.01%
430NUVEEN PFD & INCOME OPPORTUNNU43,110$283,6640.01%
431SELECT SECTOR SPDR TR81369Y2092,188$283,2580.01%
432NIKE INCNKE2,272$278,6380.01%
433SPDR SER TR78464A65610,322$275,2910.01%
434TRINET GROUP INCTNET3,359$270,7690.01%
435TITAN MACHY INCKMCM8,800$267,9600.01%
436ISHARES TR4642888361,521$266,5960.01%
437VANGUARD INDEX FDS9229087511,403$265,9530.01%
438AGNC INVT CORP00123Q10426,354$265,6480.01%
439ISHARES TR4642878872,405$264,4060.01%
440MARTIN MARIETTA MATLS INC573284106739$262,3890.01%
441AMERICAN HOMES 4 RENTAMH-PG8,316$261,5380.01%
4423M COMMM2,467$259,2870.01%
443KROGER COKR5,187$256,0820.01%
444VANGUARD INDEX FDS9229086371,370$255,9300.01%
445GLOBAL X FDS37954Y6738,980$254,5830.01%
446NEXTERA ENERGY PARTNERS LPNEE-PW4,140$251,5050.01%
447LITTELFUSE INCLFUS932$249,8600.01%
448CHIPOTLE MEXICAN GRILL INCCMG145$247,7020.01%
449ARES MANAGEMENT CORPORATIONARES-PB2,966$247,4830.01%
450TRAVELERS COMPANIES INCTRV1,431$245,3340.01%
451OREILLY AUTOMOTIVE INC67103H107281$238,5630.01%
452ISHARES GOLD TRIAU6,269$234,2730.01%
453JACOBS SOLUTIONS INCJ1,993$234,1970.01%
454SCHWAB STRATEGIC TR8085243003,584$233,5690.01%
455BARINGS BDC INCBBDC29,372$233,2140.01%
456HP INCHPQ7,918$232,3930.01%
457SCHWAB CHARLES CORPSCHW-PJ4,411$231,0480.01%
458TRANSDIGM GROUP INCTDG313$230,6970.01%
459GLOBAL X FDS37954Y3849,656$226,4330.01%
460NUVEEN PFD & INCOME TERM FDNU12,775$225,2230.01%
461EQUITY LIFESTYLE PPTYS INC29472R1083,332$223,6770.01%
462ONEOK INC NEWOKE3,510$223,0250.01%
463UNITED PARCEL SERVICE INCUPS1,145$222,1190.01%
464AUTODESK INCADSK1,061$220,8580.01%
465COMMERCE BANCSHARES INCCBSH3,763$219,5710.01%
466AMPHENOL CORP NEW0320951012,641$215,8230.01%
467VANGUARD ADMIRAL FDS INC9219327031,457$213,7420.01%
468PNC FINL SVCS GROUP INC6934751051,679$213,4010.01%
469BROWN & BROWN INCBRO3,715$213,3150.01%
470IOVANCE BIOTHERAPEUTICS INCIOVA34,791$212,5730.01%
471CULLEN FROST BANKERS INCCFR-PB2,000$210,6800.01%
472ISHARES TR46432F3391,672$207,4370.01%
473BROADRIDGE FINL SOLUTIONS IN11133T1031,411$206,8100.01%
474CAREDX INCCDNA21,402$195,6140.01%
475ALLOGENE THERAPEUTICS INCALLO38,835$191,8450.01%
476NUSTAR ENERGY LPNU12,102$189,2750.01%
477NUVEEN QUALITY MUNCP INCOMENU15,000$172,9500.01%
478NUVEEN AMT FREE QLTY MUN INCNU14,062$156,3690.01%
479SCHWAB STRATEGIC TR808524797790$57,7960.00%
480GLOBAL BLUE GROUP HOLDING AGH33700115131,385$43,3570.00%
481VAXART INCVXRT47,756$36,1370.00%
482CANOO INC13803R10217,359$11,3280.00%