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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 Q4 2023 · Filed November 13, 2023 · Accession 0001172661-23-003778

Total Value
$2.92B
Positions
497
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (497)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT230,225$72.7M2.49%
2APPLE INCAAPL336,135$57.5M1.97%
3VISA INCV246,477$56.7M1.94%
4JPMORGAN CHASE & COVYLD383,912$55.7M1.90%
5AMAZON COM INCAMZN418,085$53.1M1.82%
6ALPHABET INCGOOG369,329$48.3M1.65%
7SPDR S&P 500 ETF TRSPY112,977$48.3M1.65%
8SYNOPSYS INCSNPS102,781$47.2M1.61%
9PTC INCPTC313,713$44.4M1.52%
10DANAHER CORPORATION235851102169,640$42.1M1.44%
11TYLER TECHNOLOGIES INCTYL107,932$41.7M1.43%
12STERIS PLCSTE184,493$40.5M1.38%
13S&P GLOBAL INCSPGI109,616$40.1M1.37%
14ALPHABET INCGOOG298,327$39.3M1.35%
15SALESFORCE INCCRM183,915$37.3M1.28%
16TJX COS INC NEW872540109418,424$37.2M1.27%
17BOOKING HOLDINGS INCBKNG11,934$36.8M1.26%
18NORDSON CORPNDSN153,660$34.3M1.17%
19COOPER COS INC216648402103,944$33.1M1.13%
20EQUINIX INCEQIX44,637$32.4M1.11%
21WATSCO INCWSO-B81,270$30.7M1.05%
22UNITEDHEALTH GROUP INCUNH60,179$30.3M1.04%
23CME GROUP INCCME146,110$29.3M1.00%
24PALO ALTO NETWORKS INCPANW123,738$29.0M0.99%
25PROGRESSIVE CORP743315103195,268$27.2M0.93%
26EDWARDS LIFESCIENCES CORPEW374,886$26.0M0.89%
27WEST PHARMACEUTICAL SVSC INC95530610567,421$25.3M0.87%
28DISNEY WALT CO254687106305,746$24.8M0.85%
29ENTEGRIS INCENTG263,613$24.8M0.85%
30CDW CORPCDW114,723$23.1M0.79%
31SCHWAB STRATEGIC TR808524797314,692$22.3M0.76%
32MONOLITHIC PWR SYS INC60983910547,828$22.1M0.76%
33KENVUE INCKVUE1,096,458$22.0M0.75%
34AMETEK INCAME147,939$21.9M0.75%
35BECTON DICKINSON & COBDX83,634$21.6M0.74%
36ACCENTURE PLC IRELANDACN69,439$21.3M0.73%
37INTUITINTU41,549$21.2M0.73%
38CHUBB LIMITEDCB101,648$21.2M0.72%
39CARPENTER TECHNOLOGY CORPCRS311,814$21.0M0.72%
40AVERY DENNISON CORPAVY113,240$20.7M0.71%
41EASTGROUP PPTYS INC277276101123,820$20.6M0.71%
42FAIR ISAAC CORPFICO23,579$20.5M0.70%
43UNION PAC CORPUNP99,110$20.2M0.69%
44STRYKER CORPORATIONSYK73,362$20.0M0.69%
45CURTISS WRIGHT CORPCW101,894$19.9M0.68%
46VAIL RESORTS INCMTN89,152$19.8M0.68%
47MARKETAXESS HLDGS INCMKTX92,519$19.8M0.68%
48ILLINOIS TOOL WKS INC45230810985,024$19.6M0.67%
49MORGAN STANLEYMS-PQ234,047$19.1M0.65%
50FORTUNE BRANDS INNOVATIONS IFBIN307,343$19.1M0.65%
51EAGLE MATLS INC26969P108114,155$19.0M0.65%
52KEURIG DR PEPPER INCKDP598,383$18.9M0.65%
53ANALOG DEVICES INCADI103,899$18.2M0.62%
54LOWES COS INC54866110787,110$18.1M0.62%
55AMERICAN TOWER CORP NEW03027X100109,423$18.0M0.62%
56ISHARES TR464287465259,098$17.9M0.61%
57HENRY JACK & ASSOC INC426281101114,247$17.3M0.59%
58POOL CORPPOOL48,262$17.2M0.59%
59REPLIGEN CORPRGEN106,408$16.9M0.58%
60DEVON ENERGY CORP NEW25179M103344,150$16.4M0.56%
61CHEVRON CORP NEWCVX95,463$16.1M0.55%
62KADANT INCKAI68,950$15.6M0.53%
63AMGEN INCAMGN57,658$15.5M0.53%
64MARSH & MCLENNAN COS INC57174810277,331$14.7M0.50%
65POTLATCHDELTIC CORPORATION737630103313,947$14.3M0.49%
66WISDOMTREE TRWT223,210$14.2M0.48%
67VISTEON CORPVC101,848$14.1M0.48%
68MERCK & CO INCMRK136,052$14.0M0.48%
69JOHNSON & JOHNSONJNJ88,657$13.8M0.47%
70ISHARES TR464287804145,385$13.7M0.47%
71AMERICAN FINL GROUP INC OHIO025932104122,157$13.6M0.47%
72VANGUARD SPECIALIZED FUNDS92190884482,819$12.9M0.44%
73SPDR S&P MIDCAP 400 ETF TRMDY25,943$11.8M0.41%
74COLUMBIA SPORTSWEAR COCOLM156,701$11.6M0.40%
75APPLIED INDL TECHNOLOGIES IN03820C10574,760$11.6M0.40%
76DIAGEO PLCDGEAF75,965$11.3M0.39%
77EXPONENT INCEXPO132,029$11.3M0.39%
78RBC BEARINGS INCRBC47,893$11.2M0.38%
79KINDER MORGAN INC DELEP-PC674,503$11.2M0.38%
80VANGUARD WORLD FDS92204A70226,531$11.0M0.38%
81ISHARES TR46428762246,269$10.9M0.37%
82EQUITY BANCSHARES INCEQBK450,000$10.8M0.37%
83SEACOAST BKG CORP FLASE479,123$10.5M0.36%
84VERITEX HLDGS INC923451108583,703$10.5M0.36%
85RANGE RES CORPRRC319,020$10.3M0.35%
86WISDOMTREE TRWT265,286$10.3M0.35%
87NEW YORK CMNTY BANCORP INC649445103899,170$10.2M0.35%
88TRICO BANCSHARESTCBK316,656$10.1M0.35%
89ISHARES TR46428761438,062$10.1M0.35%
90FIRST BANCSHARES INC MS318916103375,000$10.1M0.35%
91ALTRIA GROUP INCMO240,479$10.1M0.35%
92BP PLCBPPFF258,280$10.0M0.34%
93ZOETIS INCZTS57,310$10.0M0.34%
94CHESAPEAKE UTILS CORP16530310898,777$9.7M0.33%
95FOX FACTORY HLDG CORPFOXF95,193$9.4M0.32%
96TEXAS INSTRS INC88250810458,938$9.4M0.32%
97ISHARES TR464287481100,262$9.2M0.31%
98USCB FINANCIAL HOLDINGS INCUSCB828,269$8.7M0.30%
99APTARGROUP INCATR68,686$8.6M0.29%
100VANGUARD INDEX FDS92290862937,799$7.9M0.27%
101VANGUARD INTL EQUITY INDEX F922042775150,051$7.8M0.27%
102COMCAST CORP NEWCCZ172,010$7.6M0.26%
103ROYAL GOLD INCRGLD71,660$7.6M0.26%
104BJS WHSL CLUB HLDGS INC05550J101106,665$7.6M0.26%
105WISDOMTREE TRWT184,024$7.5M0.26%
106ABBVIE INCABBV50,482$7.5M0.26%
107EOG RES INCEOG59,243$7.5M0.26%
108BUSINESS FIRST BANCSHARES INBFST400,000$7.5M0.26%
109BANK OF NT BUTTERFIELD&SON LG0772R208276,000$7.5M0.26%
110BYLINE BANCORP INCBY378,172$7.5M0.25%
111FEDERAL RLTY INVT TR NEW31374510179,136$7.2M0.25%
112INTERNATIONAL BUSINESS MACHSINTR50,709$7.1M0.24%
113ORIGIN BANCORP INCOBK245,000$7.1M0.24%
114OLD REP INTL CORP680223104256,863$6.9M0.24%
115PEPSICO INCPEP40,420$6.8M0.23%
116DOW INCDOW132,549$6.8M0.23%
117RPM INTL INC74968510370,196$6.7M0.23%
118RTX CORPORATIONRTX92,316$6.6M0.23%
119BRIGHT HORIZONS FAM SOL IN D10919410081,322$6.6M0.23%
120BLACKROCK INCBLK10,113$6.5M0.22%
121NEOGEN CORPNEOG351,966$6.5M0.22%
122ABBOTT LABSABLZF66,832$6.5M0.22%
123HUBBELL INCHUBB19,963$6.3M0.21%
124SOUTHSTATE CORPORATIONSSB90,104$6.1M0.21%
125COPART INCCPRT140,350$6.0M0.21%
126CROWDSTRIKE HLDGS INCCRWD35,672$6.0M0.20%
127VERIZON COMMUNICATIONS INCVZ181,989$5.9M0.20%
128STOCK YDS BANCORP INC861025104149,104$5.9M0.20%
129CATALENT INC148806102127,514$5.8M0.20%
130COASTAL FINL CORP WA19046P209135,000$5.8M0.20%
131BIOLIFE SOLUTIONS INCBLFS399,484$5.5M0.19%
132ITT INCITT55,650$5.4M0.19%
133BIO-TECHNE CORPTECH76,220$5.2M0.18%
134M & T BK CORP55261F10440,299$5.1M0.17%
135HOME DEPOT INCHD16,788$5.1M0.17%
136GILEAD SCIENCES INCGILD67,197$5.0M0.17%
137VERSABANK NEWVBNK630,773$5.0M0.17%
138VANGUARD TAX-MANAGED FDS921943858112,431$4.9M0.17%
139FISERV INCFISV43,374$4.9M0.17%
140PROCORE TECHNOLOGIES INCPCOR74,975$4.9M0.17%
141PRIMIS FINANCIAL CORPFRST600,000$4.9M0.17%
142CITIZENS FINL GROUP INCCIA177,819$4.8M0.16%
143DICKS SPORTING GOODS INC25339310242,414$4.6M0.16%
144ISHARES TR464287234120,330$4.6M0.16%
145ISHARES TR46428765525,782$4.6M0.16%
146ISHARES TR46428720010,594$4.5M0.16%
147INVESCO EXCH TRADED FD TR IIIVZ76,219$4.5M0.15%
148SPDR SER TR78468R788127,750$4.5M0.15%
149BERKSHIRE HATHAWAY INC DELBRK-A12,683$4.4M0.15%
150EXXON MOBIL CORPXOM37,131$4.4M0.15%
151FB FINL CORP30257X104150,000$4.3M0.15%
152ISHARES TR46428730961,293$4.2M0.14%
153MONGODB INCMDB12,115$4.2M0.14%
154AMERIS BANCORPABCB108,668$4.2M0.14%
155ELI LILLY & COLLY7,763$4.2M0.14%
156FIVE9 INCFIVN64,152$4.1M0.14%
157PROVIDENT FINL SVCS INC74386T105265,906$4.1M0.14%
158AGNC INVT CORP00123Q104430,074$4.1M0.14%
159NVIDIA CORPORATIONNVDA9,244$4.0M0.14%
160BILL HOLDINGS INCBILL36,554$4.0M0.14%
161MARKEL GROUP INCMKL2,690$4.0M0.14%
162ORACLE CORPORCL-PD37,001$3.9M0.13%
163ASPEN TECHNOLOGY INC29109X10618,915$3.9M0.13%
164WISDOMTREE TRWT133,695$3.8M0.13%
165FIRST INTST BANCSYSTEM INC32055Y201150,000$3.7M0.13%
166STELLAR BANCORP INCSTEL175,000$3.7M0.13%
167THERMO FISHER SCIENTIFIC INCTMO7,277$3.7M0.13%
168VANGUARD INDEX FDS92290873613,405$3.7M0.12%
169TELEDYNE TECHNOLOGIES INCTDY8,813$3.6M0.12%
170DIGIMARC CORP NEWDMRC110,670$3.6M0.12%
171PINNACLE FINL PARTNERS INC72346Q10453,622$3.6M0.12%
172CLOUDFLARE INCNET54,424$3.4M0.12%
173STIFEL FINL CORP86063010254,784$3.4M0.12%
174OMNICELL COMOMCL73,967$3.3M0.11%
175WISDOMTREE TRWT37,205$3.3M0.11%
176TREX CO INCTREX51,613$3.2M0.11%
177SOUTHERN STS BANCSHARES INCSOMN140,000$3.2M0.11%
178OLD DOMINION FREIGHT LINE INODFL7,712$3.2M0.11%
179MASTERCARD INCORPORATEDMA7,874$3.1M0.11%
180CIVISTA BANCSHARES INCCIVB200,000$3.1M0.11%
181TESLA INCTSLA12,324$3.1M0.11%
182CARLISLE COS INC14233910011,567$3.0M0.10%
183LIVE OAK BANCSHARES INCLOB-PA100,000$2.9M0.10%
184ZSCALER INCZS18,523$2.9M0.10%
185PROSHARES TR74348A46732,504$2.9M0.10%
186ATLANTIC UN BANKSHARES CORP04911A107100,000$2.9M0.10%
187DIAMONDBACK ENERGY INCFANG17,960$2.8M0.10%
188SYNOVUS FINL CORP87161C501100,000$2.8M0.10%
189FIRST HORIZON CORPORATIONFHN-PH250,250$2.8M0.09%
190WEBSTER FINL CORP94789010968,003$2.7M0.09%
191OLD SECOND BANCORP INC ILLOSBC200,000$2.7M0.09%
192WELLS FARGO CO NEW94974610166,429$2.7M0.09%
193AMERANT BANCORP INCAMTB155,000$2.7M0.09%
194DATADOG INCDDOG29,298$2.7M0.09%
195CANADIAN PACIFIC KANSAS CITYCP35,454$2.6M0.09%
196RENASANT CORPRNST100,000$2.6M0.09%
197SNOWFLAKE INCSNOW17,138$2.6M0.09%
198ENTERPRISE PRODS PARTNERS L29379210793,487$2.6M0.09%
199ISHARES TR46428749936,667$2.5M0.09%
200MONDAY COM LTDMNDY15,417$2.5M0.08%
201WISDOMTREE TRWT62,010$2.4M0.08%
202ONEOK INC NEWOKE37,919$2.4M0.08%
203IDEXX LABS INC45168D1045,318$2.3M0.08%
204HUBSPOT INCHUBS4,619$2.3M0.08%
205MKS INSTRS INCMKSI26,210$2.3M0.08%
206ADOBE INCADBE4,422$2.3M0.08%
207TRIUMPH FINANCIAL INCTFIN-P34,721$2.2M0.08%
208PURE CYCLE CORPPCYO229,916$2.2M0.08%
209NVR INCNVR368$2.2M0.08%
210META PLATFORMS INCMETA7,273$2.2M0.07%
211OCEANFIRST FINL CORP675234108150,000$2.2M0.07%
212BADGER METER INCBMI15,062$2.2M0.07%
213MATADOR RES COMTDR35,315$2.1M0.07%
214HOME BANCSHARES INCHOMB100,000$2.1M0.07%
215NICOLET BANKSHARES INCNIC30,000$2.1M0.07%
216SPDR SER TR78468R66322,781$2.1M0.07%
217JFROG LTDFROG82,090$2.1M0.07%
218FIDELITY COVINGTON TRUST31609280816,933$2.1M0.07%
219GRACO INCGGG28,049$2.0M0.07%
220STEEL DYNAMICS INCSTLD19,028$2.0M0.07%
221MICROCHIP TECHNOLOGY INC.MCHPP26,033$2.0M0.07%
222SHORE BANCSHARES INCSHBI189,929$2.0M0.07%
223WINTRUST FINL CORP97650W10826,200$2.0M0.07%
224ESSENTIAL PPTYS RLTY TR INC29670E10791,116$2.0M0.07%
225RELIANCE STEEL & ALUMINUM CORS7,472$2.0M0.07%
226ATLASSIAN CORPORATIONTEAM9,430$1.9M0.06%
227DYNATRACE INCDT40,637$1.9M0.06%
228LAKELAND BANCORP INC511637100150,000$1.9M0.06%
229IDEX CORP45167R1049,068$1.9M0.06%
230CONOCOPHILLIPSCOP15,296$1.8M0.06%
231FASTENAL COFAST33,368$1.8M0.06%
232HONEYWELL INTL INC4385161069,826$1.8M0.06%
233AUTOMATIC DATA PROCESSING INADP7,459$1.8M0.06%
234WISDOMTREE TRWT19,348$1.7M0.06%
235PRUDENTIAL FINL INCPUKPF18,046$1.7M0.06%
236HEICO CORP NEWHEI-A10,548$1.7M0.06%
237MCDONALDS CORPMCD6,415$1.7M0.06%
238ISHARES TR4642875076,663$1.7M0.06%
239COSTCO WHSL CORP NEW22160K1052,936$1.7M0.06%
240ALEXANDRIA REAL ESTATE EQ IN01527110916,465$1.6M0.06%
241DEERE & CODE4,355$1.6M0.06%
242SMARTFINANCIAL INCSMBK75,000$1.6M0.05%
243VANGUARD INDEX FDS9229083634,028$1.6M0.05%
244BROADCOM INCAVGO1,895$1.6M0.05%
245VALMONT INDS INC9202531016,435$1.5M0.05%
246CISCO SYS INCCSCO28,310$1.5M0.05%
247TRIMBLE INCTRMB28,221$1.5M0.05%
248HEICO CORP NEWHEI-A11,762$1.5M0.05%
249CATERPILLAR INCCAT5,475$1.5M0.05%
250NEXTERA ENERGY INCNEE-PW26,068$1.5M0.05%
251KLA CORPKLAC3,115$1.4M0.05%
252CRISPR THERAPEUTICS AGCRSP31,418$1.4M0.05%
253EXACT SCIENCES CORP30063P10520,810$1.4M0.05%
254VANGUARD WHITEHALL FDS92194640613,686$1.4M0.05%
255HUMANA INCHUM2,879$1.4M0.05%
256COLONY BANKCORP INCCBAN140,000$1.4M0.05%
257APPLIED MATLS INC03822210510,040$1.4M0.05%
258INTUITIVE SURGICAL INCISRG4,676$1.4M0.05%
259ISHARES TR4642876895,465$1.3M0.05%
260RITHM CAPITAL CORPRITM-PF139,083$1.3M0.04%
261NBT BANCORP INCNBTB40,000$1.3M0.04%
262ELEVANCE HEALTH INCELV2,878$1.3M0.04%
263LINCOLN ELEC HLDGS INC5339001066,867$1.2M0.04%
264INTERCONTINENTAL EXCHANGE IN45866F10411,233$1.2M0.04%
265ISHARES TR46429B66312,315$1.2M0.04%
266VEEVA SYS INCVEEV5,954$1.2M0.04%
267HUNTINGTON BANCSHARES INCHBANP111,778$1.2M0.04%
268GARTNER INCIT3,335$1.1M0.04%
269PFIZER INCPFE34,426$1.1M0.04%
270ETF MANAGERS TR26924G20121,768$1.1M0.04%
271FULL HSE RESORTS INC359678109260,000$1.1M0.04%
272US BANCORP DELUSB-PS33,093$1.1M0.04%
273ISHARES TR46434V62121,344$1.1M0.04%
274BANK AMERICA CORP060505682950$1.1M0.04%
275VANGUARD INDEX FDS9229087447,613$1.1M0.04%
276NORTHROP GRUMMAN CORPNOC2,379$1.0M0.04%
277COMMUNITY HEALTHCARE TR INCCHCT34,161$1.0M0.03%
278MPLX LPMPLXP28,160$1.0M0.03%
279ISHARES TR4642875986,389$969,9780.03%
280SPDR SER TR78464A35914,201$962,8280.03%
281BRISTOL-MYERS SQUIBB COCELG-RI16,477$956,3100.03%
282LOCKHEED MARTIN CORPLMT2,320$948,8960.03%
283EATON VANCE TAX-MANAGED BUY-ETN79,167$947,6280.03%
284ROCKWELL AUTOMATION INCROK3,261$932,2220.03%
285VANGUARD SCOTTSDALE FDS92206C68013,530$925,9930.03%
286SKYLINE CHAMPION CORPORATIONSKY14,431$919,5430.03%
287RAYMOND JAMES FINL INC7547301099,124$916,3230.03%
288COCA COLA COKO16,090$900,7210.03%
289INTELLIA THERAPEUTICS INCNTLA28,060$887,2570.03%
290BANK AMERICA CORP06050510431,772$869,9300.03%
291DIMENSIONAL ETF TRUST25434V72425,420$864,7880.03%
292CARDINAL HEALTH INCCAH9,854$855,5240.03%
293TE CONNECTIVITY LTDTEL6,923$855,1980.03%
294ELLINGTON FINANCIAL INCEFC-PD68,410$853,0730.03%
295SCHWAB STRATEGIC TR80852410217,041$849,4940.03%
296CADENCE BANK12740C10340,000$848,8000.03%
297NORTHERN TR CORPNTRSO12,158$844,7380.03%
298SELECT SECTOR SPDR TR81369Y60525,411$842,8830.03%
299ISHARES TR4642877217,944$833,4840.03%
300ENERGY TRANSFER L PET-PI59,365$832,8910.03%
301PROCTER AND GAMBLE CO7427181095,692$830,2310.03%
302INVESCO QQQ TRIVZ2,311$828,0020.03%
303SPDR SER TR78464A50819,939$822,6830.03%
304SPDR INDEX SHS FDS78463X88925,854$801,7330.03%
3053M COMMM8,555$800,9600.03%
306FIRST BANCORP P R31867270659,499$800,8570.03%
307Q2 HLDGS INCQTWO24,558$792,4870.03%
308TARGA RES CORPTRGP9,230$791,1960.03%
309TWO HARBORS INVENTMENT CORPO90187BAB7850,000$782,0000.03%
310AIR PRODS & CHEMS INCAIIR2,750$779,3500.03%
311ISHARES TR46432F84212,084$777,6050.03%
312WP CAREY INC92936U10914,363$776,7510.03%
313VANGUARD INDEX FDS9229087693,627$770,4330.03%
314NEW YORK MTG TR INCADAMZ90,330$766,9020.03%
315UNITED CMNTY BKS BLAIRSVLE GUNTCW30,000$762,3000.03%
316CALAMOS CONV & HIGH INCOME F12811P10867,265$750,6770.03%
317NOVO-NORDISK A SNONOF8,246$749,8880.03%
318STARBUCKS CORPSBUX8,214$749,6870.03%
319MARATHON PETE CORPMARA4,890$740,0530.03%
320AN2 THERAPEUTICS INCANTX45,942$738,7470.03%
321VERISK ANALYTICS INCVRSK3,100$732,3440.03%
322ATI INCATI17,706$728,6020.02%
323AMERICAN VANGUARD CORPAVD65,900$720,2870.02%
324SLR INVESTMENT CORPSLRC45,836$705,4160.02%
325LINDE PLCLIN1,853$689,8070.02%
326FS KKR CAP CORPFSK35,000$689,1500.02%
327SONOCO PRODS CO83549510212,675$688,8860.02%
328GENERAL ELECTRIC CO3696043016,169$682,0120.02%
329ISHARES TR4642874084,418$679,6650.02%
330VANGUARD STAR FDS92190976812,590$673,7920.02%
331DONALDSON INCDCI11,255$671,2480.02%
332WHIRLPOOL CORPWHR-PA5,015$670,5050.02%
333AFC GAMMA INCAFCG56,825$667,1250.02%
334EATON CORP PLCETN3,120$665,4570.02%
335ISHARES TR46428827311,770$664,6520.02%
336VANGUARD SCOTTSDALE FDS92206C7149,946$663,0000.02%
337MFA FINL INC55272X60768,968$662,7820.02%
338AMERICAN CENTY ETF TR0250728859,017$660,5540.02%
339HERSHEY COHSY3,258$651,8610.02%
340GALLAGHER ARTHUR J & CO3635761092,856$650,9680.02%
341AGILENT TECHNOLOGIES INCA5,807$649,3440.02%
342ISHARES TR4642871686,028$648,8540.02%
343WALMART INCWMT4,045$646,9410.02%
344WISDOMTREE TRWT12,836$645,9080.02%
345VALLEY NATL BANCORP91979410775,000$642,0000.02%
346RUNWAY GROWTH FINANCE CORPRWAYL50,000$641,0000.02%
347INTEL CORPINTC17,861$634,9730.02%
348ROPER TECHNOLOGIES INCROP1,283$621,3310.02%
349VERACYTE INCVCYT27,738$619,3900.02%
350ASTRAZENECA PLCAZN8,901$602,7780.02%
351BOEING COBA-PA3,134$600,8040.02%
352SEAGEN INCSE2,821$598,4750.02%
353REDWOOD TRUST INCRWTQ82,840$590,6490.02%
354JPMORGAN CHASE & COVYLD23,375$577,3620.02%
355UMH PPTYS INC90300210340,869$572,9830.02%
356INVESCO EXCHANGE TRADED FD TIVZ29,851$572,8410.02%
357QUALCOMM INCQCOM5,149$571,8480.02%
358AMERICAN EXPRESS COAXP3,658$545,7370.02%
359SERVICENOW INCNOW975$544,9860.02%
360ISHARES TR4642875564,452$544,4350.02%
361SPDR SER TR78464A79714,587$537,5310.02%
362NIKE INCNKE5,605$535,9500.02%
363ISHARES TR4642871198,875$529,3940.02%
364SELECT SECTOR SPDR TR81369Y8033,193$523,4630.02%
365AFFILIATED MANAGERS GROUP INMGRE4,000$521,3600.02%
366ALLIANCEBERNSTEIN HLDG L P01881G10616,961$514,7660.02%
367CONSTELLIUM SECSTM28,150$512,3300.02%
368BROOKFIELD CORP11271J10716,357$511,4830.02%
369KEYSIGHT TECHNOLOGIES INCKEYS3,863$511,0720.02%
370AT&T INCT-PC33,993$510,5680.02%
371MARRIOTT INTL INC NEW5719032022,558$502,8940.02%
372INVESCO EXCHANGE TRADED FD TIVZ3,539$501,5000.02%
373BLOCK H & R INCBSQKZ11,632$500,8740.02%
374MOODYS CORPMCO1,552$490,6960.02%
375DIMENSIONAL ETF TRUST25434V60910,646$486,4160.02%
376VANGUARD SCOTTSDALE FDS92206C6232,921$476,4150.02%
377BLACKSTONE INCBX4,445$476,2370.02%
378INSULET CORPPODD2,960$472,0900.02%
379WILLIAMS COS INC96945710013,886$467,8190.02%
380XCEL ENERGY INCXELLL8,086$462,6810.02%
381DIMENSIONAL ETF TRUST25434V5008,760$459,8120.02%
382SHELL PLCRYDAF7,113$457,9230.02%
383VANGUARD INTL EQUITY INDEX F92204285811,647$456,6690.02%
384BNY MELLON STRATEGIC MUN BD09662E10990,296$448,7710.02%
385DOLLAR GEN CORP NEW2566771054,075$431,1350.01%
386ANSYS INC03662Q1051,441$428,7700.01%
387GENUINE PARTS COGPC2,958$427,0760.01%
388ILLUMINA INCILMN3,083$423,2100.01%
389SHERWIN WILLIAMS COSHW1,647$420,0670.01%
390GOLDMAN SACHS GROUP INCGSCE1,290$417,4560.01%
391KIMBERLY-CLARK CORPKMB3,443$416,1340.01%
392UNITED RENTALS INCURI933$414,7840.01%
393AUTODESK INCADSK2,003$414,4410.01%
394SPDR SER TR78464A6313,505$392,9100.01%
395WASTE MGMT INC DEL94106L1092,571$391,8670.01%
396EMERSON ELEC COEMR4,052$391,3140.01%
397BELDEN INCBDC4,050$391,0270.01%
398VERTEX PHARMACEUTICALS INCVRTX1,123$390,6090.01%
399ECOLAB INCECL2,292$388,3490.01%
400ISHARES TR4642888777,776$380,4800.01%
401COGNEX CORPCGNX8,950$379,8380.01%
402PAYPAL HLDGS INCPYPL6,445$376,7750.01%
403JANUS DETROIT STR TR47103U8457,469$375,9150.01%
404REVVITY INCRVTY3,378$373,9450.01%
405ISHARES INC46434G1037,719$367,3470.01%
406ISHARES INC46434G8226,083$366,7440.01%
407CARIBOU BIOSCIENCES INCCRBU76,350$364,9530.01%
408PHILLIPS 66PSX3,020$362,8530.01%
409OREILLY AUTOMOTIVE INC67103H107393$357,2730.01%
410SPDR SER TR78464A67212,875$354,4490.01%
411UNITED PARCEL SERVICE INCUPS2,269$353,6650.01%
412COLGATE PALMOLIVE COCL4,930$350,5550.01%
413INGERSOLL RAND INCIR5,365$341,8580.01%
414FIDELITY NATL INFORMATION SV31620M1066,135$339,0810.01%
415CONSTELLATION BRANDS INCSTZ1,349$338,9900.01%
416CAMDEN PPTY TR1331311023,560$336,6600.01%
417ISHARES TR46428868711,147$336,0820.01%
418SPDR SER TR78464A6988,004$334,3250.01%
419PRICE T ROWE GROUP INCTROW3,163$331,7520.01%
420VANGUARD BD INDEX FDS92203C3036,574$323,3750.01%
421CASELLA WASTE SYS INCCWST4,238$323,3590.01%
422RENTOKIL INITIAL PLCRKLIF8,614$319,1350.01%
423MEDTRONIC PLCMDT4,065$318,5310.01%
424CINTAS CORPCTAS661$317,9480.01%
425IOVANCE BIOTHERAPEUTICS INCIOVA69,817$317,6670.01%
426LAM RESEARCH CORPLRCX504$315,5790.01%
427FIFTH THIRD BANCORPFITBM12,458$315,5610.01%
428ROYAL BK CDA7800871023,601$314,8710.01%
429SCHWAB STRATEGIC TR8085247636,409$310,7720.01%
430CITIGROUP INCC-PR7,478$307,5850.01%
431WORKDAY INCWDAY1,429$307,0200.01%
432ISHARES TR4642872263,264$306,9470.01%
433VANGUARD SCOTTSDALE FDS92206C6492,528$301,8180.01%
434SCHWAB STRATEGIC TR8085248058,877$301,4630.01%
435ALLIANT ENERGY CORPLNT5,951$288,3260.01%
436DBX ETF TR2330512008,210$286,5200.01%
437SELECT SECTOR SPDR TR81369Y2092,188$281,6830.01%
438AMERICAN HOMES 4 RENTAMH-PG8,316$280,1660.01%
439STATE STR CORPSTT-PG4,111$275,2730.01%
440RB GLOBAL INCRBA4,376$273,4850.01%
441BROADRIDGE FINL SOLUTIONS IN11133T1031,526$273,2300.01%
442ENBRIDGE INCENNPF8,178$271,4280.01%
443PIONEER MUNICIPAL HIGH INCOM72376210040,149$270,2030.01%
444ISHARES TR4642888361,521$269,1880.01%
445VANGUARD INDEX FDS9229086371,370$268,0950.01%
446INDEPENDENT BK CORP MASS4538361085,457$267,8840.01%
447ADVANCED MICRO DEVICES INCAMD2,551$262,2940.01%
448BARINGS BDC INCBBDC29,372$261,7050.01%
449SCHWAB STRATEGIC TR8085243003,584$260,6280.01%
450CAREDX INCCDNA36,532$255,7240.01%
451GLOBAL PMTS INC37940X1022,189$252,5890.01%
452VMWARE INC9285634021,486$247,3890.01%
453PTC THERAPEUTICS INCPTCT10,858$243,3280.01%
454EVERGY INCEVRG4,761$241,3830.01%
455GLOBAL X FDS37954Y2935,654$239,6380.01%
456NUVEEN PFD & INCOME OPPORTUNNU37,585$237,9130.01%
457MARTIN MARIETTA MATLS INC573284106572$234,7950.01%
458GLOBAL X FDS37954Y3849,656$234,5440.01%
459NUVEEN PFD & INCOME TERM FDNU13,659$234,5250.01%
460ALLOGENE THERAPEUTICS INCALLO73,815$233,9940.01%
461KROGER COKR5,187$232,1180.01%
462SCHWAB CHARLES CORPSCHW-PJ4,222$231,7940.01%
463ISHARES TR4642878872,113$231,7540.01%
464LITTELFUSE INCLFUS932$230,5020.01%
465ULTA BEAUTY INCULTA571$228,0860.01%
466VANGUARD INDEX FDS9229087511,201$227,0730.01%
467BNY MELLON MUN INCOME INC05589T10440,000$226,8000.01%
468ARES MANAGEMENT CORPORATIONARES-PB2,161$222,3020.01%
469VANGUARD INDEX FDS9229086111,392$221,9320.01%
470JACOBS SOLUTIONS INCJ1,625$221,8120.01%
471TARGET CORPTGT1,998$220,9450.01%
472J P MORGAN EXCHANGE TRADED F46641Q1914,339$220,5510.01%
473ISHARES TR46432F3391,669$219,9580.01%
474CROWN CASTLE INCCCI2,369$218,0480.01%
475SCHWAB STRATEGIC TR8085246075,147$213,2030.01%
476SPDR SER TR78464A6568,570$212,8790.01%
477EQUITY LIFESTYLE PPTYS INC29472R1083,332$212,2820.01%
478TRAVELERS COMPANIES INCTRV1,293$211,1600.01%
479NUSTAR ENERGY LPNU12,102$211,0590.01%
480ASTEC INDS INC0462241014,440$209,1680.01%
481AUTOZONE INCAZO82$208,2790.01%
482J P MORGAN EXCHANGE TRADED F46641Q2253,540$205,8510.01%
483REDWOOD TRUST INCRWTQ210,000$205,8000.01%
484PNC FINL SVCS GROUP INC6934751051,664$204,2890.01%
485HP INCHPQ7,914$203,3900.01%
486MERCADOLIBRE INCMELI160$202,8610.01%
487L3HARRIS TECHNOLOGIES INCLHX1,163$202,5380.01%
488WATERSTONE FINL INC MD94188P10118,194$199,2240.01%
489DYNEX CAP INCDX-PC15,689$187,3270.01%
490ARROWMARK FINANCIAL CORPBANX10,000$174,9000.01%
491BANCROFT FD LTD05969510610,000$157,7000.01%
492NUVEEN QUALITY MUNCP INCOMENU15,000$152,1000.01%
493NUVEEN AMT FREE QLTY MUN INCNU14,062$136,1200.00%
494VAXART INCVXRT59,996$45,2370.00%
495ELEDON PHARMACEUTICALS INCELDN10,000$13,7000.00%
496CANOO INC13803R10217,359$8,5060.00%
497APPRECIATE HOLDINGS INC03832J11416,667$1480.00%