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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 2024 · Filed August 13, 2024 · Accession 0001172661-24-003286

Total Value
$4.17B
Positions
526
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT310,755$138.9M3.33%
2AMAZON COM INCAMZN453,887$87.7M2.11%
3JPMORGAN CHASE & CO.VYLD406,636$82.2M1.97%
4SCHWAB STRATEGIC TR8085242011,236,650$79.5M1.91%
5VISA INCV286,326$75.2M1.80%
6ISHARES TR464287200125,384$68.6M1.65%
7SPDR S&P 500 ETF TRSPY124,638$67.8M1.63%
8APPLE INCAAPL311,703$65.7M1.58%
9ALPHABET INCGOOG335,914$61.6M1.48%
10ISHARES TR464287457740,485$60.5M1.45%
11ALPHABET INCGOOG323,976$59.0M1.42%
12PTC INCPTC302,312$54.9M1.32%
13TYLER TECHNOLOGIES INCTYL107,235$53.9M1.29%
14SYNOPSYS INCSNPS88,547$52.7M1.26%
15DANAHER CORPORATION235851102197,782$49.4M1.19%
16S&P GLOBAL INCSPGI104,919$46.8M1.12%
17SALESFORCE INCCRM180,879$46.5M1.12%
18UNITEDHEALTH GROUP INCUNH88,381$45.0M1.08%
19BOOKING HOLDINGS INCBKNG11,351$45.0M1.08%
20TJX COS INC NEW872540109405,242$44.6M1.07%
21STERIS PLCSTE188,977$41.5M1.00%
22PALO ALTO NETWORKS INCPANW119,662$40.6M0.97%
23ISHARES TR464288661335,463$38.7M0.93%
24PROGRESSIVE CORP743315103179,322$37.2M0.89%
25MONOLITHIC PWR SYS INC60983910544,171$36.3M0.87%
26FAIR ISAAC CORPFICO24,216$36.0M0.87%
27WATSCO INCWSO-B76,794$35.6M0.85%
28COOPER COS INC216648501403,024$35.2M0.84%
29NORDSON CORPNDSN151,502$35.1M0.84%
30EDWARDS LIFESCIENCES CORPEW370,431$34.2M0.82%
31ENTEGRIS INCENTG248,826$33.7M0.81%
32EQUINIX INCEQIX43,865$33.2M0.80%
33AMETEK INCAME180,500$30.1M0.72%
34DISNEY WALT CO254687106299,910$29.8M0.71%
35CURTISS WRIGHT CORPCW109,322$29.6M0.71%
36ISHARES TR464287804257,153$27.4M0.66%
37MERCK & CO INCMRK220,424$27.3M0.66%
38SCHWAB STRATEGIC TR808524508339,582$26.4M0.63%
39VERISK ANALYTICS INCVRSK96,680$26.1M0.63%
40CME GROUP INCCME132,132$26.0M0.62%
41EAGLE MATLS INC26969P108115,989$25.2M0.61%
42HENRY JACK & ASSOC INC426281101146,157$24.3M0.58%
43ISHARES INC46434G764405,056$24.0M0.58%
44INTUITINTU35,457$23.3M0.56%
45WEST PHARMACEUTICAL SVSC INC95530610570,036$23.1M0.55%
46SCHWAB STRATEGIC TR808524797294,717$22.9M0.55%
47ISHARES TR464287465289,553$22.7M0.54%
48AVERY DENNISON CORPAVY103,591$22.7M0.54%
49PEPSICO INCPEP136,135$22.5M0.54%
50EOG RES INCEOG178,120$22.4M0.54%
51KADANT INCKAI76,052$22.3M0.54%
52ISHARES TR464287507371,106$21.7M0.52%
53CDW CORPCDW96,909$21.7M0.52%
54EASTGROUP PPTYS INC277276101127,379$21.7M0.52%
55STRYKER CORPORATIONSYK62,416$21.2M0.51%
56SCHWAB STRATEGIC TR808524805531,684$20.4M0.49%
57UNION PAC CORPUNP90,117$20.4M0.49%
58ZOETIS INCZTS116,888$20.3M0.49%
59KENVUE INCKVUE1,088,797$19.8M0.48%
60KEURIG DR PEPPER INCKDP573,875$19.2M0.46%
61ILLINOIS TOOL WKS INC45230810980,786$19.1M0.46%
62CHUBB LIMITEDCB74,980$19.1M0.46%
63ACCENTURE PLC IRELANDACN62,878$19.1M0.46%
64AMERICAN TOWER CORP NEW03027X10095,772$18.6M0.45%
65LOWES COS INC54866110782,694$18.2M0.44%
66DEVON ENERGY CORP NEW25179M103383,636$18.2M0.44%
67ANALOG DEVICES INCADI76,382$17.4M0.42%
68MORGAN STANLEYMS-PQ178,071$17.3M0.42%
69SPDR S&P MIDCAP 400 ETF TRMDY31,517$16.9M0.40%
70BECTON DICKINSON & COBDX71,843$16.8M0.40%
71WISDOMTREE TRWT211,682$16.5M0.40%
72CARPENTER TECHNOLOGY CORPCRS149,310$16.4M0.39%
73APPLIED MATLS INC03822210569,045$16.3M0.39%
74ISHARES TR46428762253,853$16.0M0.38%
75MASTERCARD INCORPORATEDMA36,267$16.0M0.38%
76AMERICAN FINL GROUP INC OHIO025932104129,954$16.0M0.38%
77AMGEN INCAMGN50,851$15.9M0.38%
78APPLIED INDL TECHNOLOGIES IN03820C10580,221$15.6M0.37%
79CHEVRON CORP NEWCVX98,605$15.4M0.37%
80POOL CORPPOOL50,153$15.4M0.37%
81RPM INTL INC749685103140,570$15.1M0.36%
82MARSH & MCLENNAN COS INC57174810271,733$15.1M0.36%
83VANGUARD SPECIALIZED FUNDS92190884482,383$15.0M0.36%
84JOHNSON & JOHNSONJNJ101,844$14.9M0.36%
85VAIL RESORTS INCMTN80,234$14.5M0.35%
86MARKETAXESS HLDGS INCMKTX70,815$14.2M0.34%
87REPLIGEN CORPRGEN112,527$14.2M0.34%
88ISHARES TR46432F842192,249$14.0M0.34%
89RBC BEARINGS INCRBC50,596$13.6M0.33%
90KINDER MORGAN INC DELEP-PC684,324$13.6M0.33%
91TRICO BANCSHARESTCBK341,519$13.5M0.32%
92VANGUARD WORLD FD92204A70223,433$13.5M0.32%
93APTARGROUP INCATR95,857$13.5M0.32%
94RANGE RES CORPRRC398,118$13.3M0.32%
95ISHARES TR464287481120,052$13.2M0.32%
96POTLATCHDELTIC CORPORATION737630103334,093$13.2M0.32%
97SCHWAB STRATEGIC TR808524607274,236$13.0M0.31%
98ISHARES TR46428761435,041$12.8M0.31%
99HOME DEPOT INCHD36,685$12.6M0.30%
100COLUMBIA SPORTSWEAR COCOLM158,086$12.5M0.30%
101CROWDSTRIKE HLDGS INCCRWD32,491$12.5M0.30%
102CHARLES RIV LABS INTL INC15986410760,256$12.4M0.30%
103EQUITY BANCSHARES INCEQBK350,000$12.3M0.30%
104US FOODS HLDG CORPUSFD231,571$12.3M0.29%
105SEACOAST BKG CORP FLASE518,793$12.3M0.29%
106VERITEX HLDGS INC923451108570,585$12.0M0.29%
107STOCK YDS BANCORP INC861025104241,078$12.0M0.29%
108MICROCHIP TECHNOLOGY INC.MCHPP130,369$11.9M0.29%
109IDEX CORP45167R10458,255$11.7M0.28%
110IQVIA HLDGS INCIQV54,076$11.4M0.27%
111VISTEON CORPVC105,512$11.3M0.27%
112VERIZON COMMUNICATIONS INCVZ272,963$11.3M0.27%
113TEXAS INSTRS INC88250810457,856$11.3M0.27%
114CHESAPEAKE UTILS CORP165303108105,825$11.2M0.27%
115SCHWAB CHARLES CORPSCHW-PJ150,610$11.1M0.27%
116NVIDIA CORPORATIONNVDA89,310$11.0M0.26%
117NORTHROP GRUMMAN CORPNOC24,927$10.9M0.26%
118BLACKROCK INCBLK13,488$10.6M0.25%
119WISDOMTREE TRWT232,803$10.6M0.25%
120BJS WHSL CLUB HLDGS INC05550J101120,725$10.6M0.25%
121SYSCO CORPSYY147,462$10.5M0.25%
122ISHARES TR46436E718104,002$10.5M0.25%
123ABBOTT LABSABLZF98,193$10.2M0.24%
124SSGA ACTIVE ETF TR78467V848250,461$9.9M0.24%
125EXPONENT INCEXPO104,189$9.9M0.24%
126RTX CORPORATIONRTX98,527$9.9M0.24%
127INTERNATIONAL BUSINESS MACHSINTR57,166$9.9M0.24%
128ADOBE INCADBE17,598$9.8M0.23%
129FEDERAL RLTY INVT TR NEW31374510195,689$9.7M0.23%
130BRIGHT HORIZONS FAM SOL IN D10919410086,122$9.5M0.23%
131COCA COLA COKO148,926$9.5M0.23%
132DIAMONDBACK ENERGY INCFANG47,132$9.4M0.23%
133BP PLCBPPFF260,286$9.4M0.23%
134DIAGEO PLCDGEAF72,930$9.2M0.22%
135PRIMIS FINANCIAL CORPFRST873,536$9.2M0.22%
136THERMO FISHER SCIENTIFIC INCTMO16,483$9.1M0.22%
137BIOLIFE SOLUTIONS INCBLFS419,650$9.0M0.22%
138ROYAL GOLD INCRGLD71,146$8.9M0.21%
139ABBVIE INCABBV51,679$8.9M0.21%
140VANGUARD INDEX FDS92290862936,240$8.8M0.21%
141OLD REP INTL CORP680223104283,269$8.8M0.21%
142WISDOMTREE TRWT186,567$8.7M0.21%
143DOW INCDOW160,813$8.5M0.20%
144COMCAST CORP NEWCCZ212,151$8.3M0.20%
145PHILIP MORRIS INTL INC71817210979,615$8.1M0.19%
146BUSINESS FIRST BANCSHARES INBFST370,000$8.1M0.19%
147SSGA ACTIVE ETF TR78467V103285,706$7.9M0.19%
148HUBBELL INCHUBB21,488$7.9M0.19%
149USCB FINANCIAL HOLDINGS INCUSCB610,136$7.8M0.19%
150BADGER METER INCBMI41,998$7.8M0.19%
151FIRST BANCSHARES INC MS318916103290,000$7.5M0.18%
152VANECK ETF TRUST92189H748140,209$7.4M0.18%
153VANGUARD INTL EQUITY INDEX F922042775126,434$7.4M0.18%
154MONDAY COM LTDMNDY30,480$7.3M0.18%
155ITT INCITT56,140$7.3M0.17%
156CATALENT INC148806102126,252$7.1M0.17%
157COPART INCCPRT129,952$7.0M0.17%
158BYLINE BANCORP INCBY293,172$7.0M0.17%
159M & T BK CORP55261F10445,550$6.9M0.17%
160CLOUDFLARE INCNET83,113$6.9M0.17%
161HUNTINGTON BANCSHARES INCHBANP509,128$6.7M0.16%
162CITIZENS FINL GROUP INCCIA184,140$6.6M0.16%
163DICKS SPORTING GOODS INC25339310230,676$6.6M0.16%
164ORIGIN BANCORP INCOBK205,000$6.5M0.16%
165FISERV INCFISV43,267$6.4M0.15%
166BERKSHIRE HATHAWAY INC DELBRK-A15,686$6.4M0.15%
167NEOGEN CORPNEOG408,118$6.4M0.15%
168FIRST HORIZON CORPORATIONFHN-PH390,000$6.2M0.15%
169GILEAD SCIENCES INCGILD87,045$6.0M0.14%
170PROCORE TECHNOLOGIES INCPCOR90,063$6.0M0.14%
171VANGUARD TAX-MANAGED FDS921943858118,954$5.9M0.14%
172MARVELL TECHNOLOGY INCMRVL83,508$5.8M0.14%
173ELI LILLY & COLLY6,353$5.8M0.14%
174VERSABANK NEWVBNK513,550$5.6M0.13%
175BWX TECHNOLOGIES INCBWXT57,784$5.5M0.13%
176ISHARES TR46428730958,725$5.4M0.13%
177ISHARES TR46428765526,275$5.3M0.13%
178VANGUARD INDEX FDS92290873614,113$5.3M0.13%
179SPDR SER TR78468R788127,750$5.1M0.12%
180MONGODB INCMDB20,510$5.1M0.12%
181STIFEL FINL CORP86063010259,905$5.0M0.12%
182INVESCO EXCH TRADED FD TR IIIVZ77,450$5.0M0.12%
183CALIFORNIA BANCORP INCBCAL232,886$5.0M0.12%
184ISHARES TR464287234115,615$4.9M0.12%
185INVESCO EXCHANGE TRADED FD TIVZ131,934$4.8M0.12%
186WISDOMTREE TRWT153,117$4.8M0.11%
187SCHWAB STRATEGIC TR808524839104,542$4.8M0.11%
188CARLISLE COS INC14233910011,570$4.7M0.11%
189ALTRIA GROUP INCMO102,519$4.7M0.11%
190BIO-TECHNE CORPTECH64,907$4.7M0.11%
191ABACUS LIFE INC00258Y104537,235$4.6M0.11%
192AMERANT BANCORP INCAMTB200,000$4.5M0.11%
193PINNACLE FINL PARTNERS INC72346Q10456,627$4.5M0.11%
194DATADOG INCDDOG34,426$4.5M0.11%
195ISHARES TR46428749953,470$4.3M0.10%
196PROVIDENT FINL SVCS INC74386T105300,000$4.3M0.10%
197FIRST FNDTN INC32026V104646,691$4.2M0.10%
198ASPEN TECHNOLOGY INC29109X10621,207$4.2M0.10%
199WISDOMTREE TRWT37,210$4.2M0.10%
200ZSCALER INCZS21,697$4.2M0.10%
201KIMBERLY-CLARK CORPKMB30,027$4.1M0.10%
202HOMESTREET INCMCHB363,000$4.1M0.10%
203CARDINAL HEALTH INCCAH40,636$4.0M0.10%
204SPDR SER TR78468R66343,284$4.0M0.10%
205TREX CO INCTREX53,591$4.0M0.10%
206MATADOR RES COMTDR66,374$4.0M0.09%
207FB FINL CORP30257X104100,000$3.9M0.09%
208MARKEL GROUP INCMKL2,469$3.9M0.09%
209AIR PRODS & CHEMS INCAIIR15,027$3.9M0.09%
210META PLATFORMS INCMETA7,541$3.8M0.09%
211EXXON MOBIL CORPXOM32,664$3.8M0.09%
212HUBSPOT INCHUBS6,206$3.7M0.09%
213DIGIMARC CORP NEWDMRC116,978$3.6M0.09%
214HENRY SCHEIN INCHSIC55,800$3.6M0.09%
215BANK OF NT BUTTERFIELD&SON LG0772R208100,000$3.5M0.08%
216SOUTHERN STS BANCSHARES INCSOMN125,000$3.4M0.08%
217ATLASSIAN CORPORATIONTEAM19,059$3.4M0.08%
218GRAPHIC PACKAGING HLDG COGPK128,170$3.4M0.08%
219ORACLE CORPORCL-PD23,472$3.3M0.08%
220OLD DOMINION FREIGHT LINE INODFL18,512$3.3M0.08%
221SMUCKER J M CO83269640529,963$3.3M0.08%
222ISHARES TR46428768910,502$3.2M0.08%
223SCHWAB STRATEGIC TR80852430031,239$3.2M0.08%
224CIVISTA BANCSHARES INCCIVB200,000$3.1M0.07%
225WEBSTER FINL CORP94789010970,775$3.1M0.07%
226MKS INSTRS INCMKSI23,577$3.1M0.07%
227FIVE STAR BANCORPFSBC129,651$3.1M0.07%
228FIVE9 INCFIVN69,520$3.1M0.07%
229AMERIS BANCORPABCB59,865$3.0M0.07%
230PROCTER AND GAMBLE CO74271810918,003$3.0M0.07%
231SNOWFLAKE INCSNOW21,949$3.0M0.07%
232ONEOK INC NEWOKE35,121$2.9M0.07%
233NVR INCNVR377$2.9M0.07%
234ESSENTIAL PPTYS RLTY TR INC29670E107102,700$2.8M0.07%
235CADENCE BANK12740C103100,000$2.8M0.07%
236BANC OF CALIFORNIA INCBANC-PF219,293$2.8M0.07%
237CANADIAN PACIFIC KANSAS CITYCP35,536$2.8M0.07%
238IDEXX LABS INC45168D1045,622$2.7M0.07%
239FIDELITY COVINGTON TRUST31609280815,695$2.7M0.06%
240HEICO CORP NEWHEI-A11,860$2.7M0.06%
241PURE CYCLE CORPPCYO276,350$2.6M0.06%
242WISDOMTREE TRWT57,956$2.6M0.06%
243PROSHARES TR74348A46726,908$2.6M0.06%
244PURE STORAGE INC74624M10239,586$2.5M0.06%
245STEEL DYNAMICS INCSTLD19,267$2.5M0.06%
246LOCKHEED MARTIN CORPLMT5,338$2.5M0.06%
247DEERE & CODE6,547$2.4M0.06%
248TRIUMPH FINANCIAL INCTFIN-P29,769$2.4M0.06%
249OMNICELL COMOMCL88,164$2.4M0.06%
250NEXTERA ENERGY INCNEE-PW32,924$2.3M0.06%
251DYNATRACE INCDT51,051$2.3M0.05%
252OLD SECOND BANCORP INC ILLOSBC150,000$2.2M0.05%
253HONEYWELL INTL INC43851610610,336$2.2M0.05%
254PRUDENTIAL FINL INCPUKPF18,825$2.2M0.05%
255RELIANCE INCRS7,482$2.1M0.05%
256ENTERPRISE PRODS PARTNERS L29379210773,489$2.1M0.05%
257ISHARES TR46428716817,590$2.1M0.05%
258ALEXANDRIA REAL ESTATE EQ IN01527110918,107$2.1M0.05%
259CRISPR THERAPEUTICS AGCRSP39,118$2.1M0.05%
260FASTENAL COFAST33,385$2.1M0.05%
261JFROG LTDFROG54,727$2.1M0.05%
262INTUITIVE SURGICAL INCISRG4,474$2.0M0.05%
263QUALCOMM INCQCOM9,846$2.0M0.05%
264SOUTHSTATE CORPORATIONSSB25,262$1.9M0.05%
265BROADCOM INCAVGO1,188$1.9M0.05%
266NOVO-NORDISK A SNONOF13,288$1.9M0.05%
267Q2 HLDGS INCQTWO31,395$1.9M0.05%
268WELLS FARGO CO NEW9497468041,593$1.9M0.05%
269ISHARES TR46434V10037,670$1.9M0.04%
270HEICO CORP NEWHEI-A10,400$1.8M0.04%
271COASTAL FINL CORP WA19046P20940,000$1.8M0.04%
272GRAYSCALE BITCOIN TR BTCGBTC34,479$1.8M0.04%
273CATERPILLAR INCCAT5,299$1.8M0.04%
274SHORE BANCSHARES INCSHBI153,973$1.8M0.04%
275LIVE OAK BANCSHARES INCLOB-PA50,000$1.8M0.04%
276BANK AMERICA CORP0605056821,462$1.7M0.04%
277STELLAR BANCORP INCSTEL75,000$1.7M0.04%
278INVESCO EXCHANGE TRADED FD TIVZ10,412$1.7M0.04%
279WISDOMTREE TRWT17,130$1.7M0.04%
280MCDONALDS CORPMCD6,663$1.7M0.04%
281AUTOMATIC DATA PROCESSING INADP6,985$1.7M0.04%
282NICOLET BANKSHARES INCNIC20,000$1.7M0.04%
283KLA CORPKLAC2,010$1.7M0.04%
284GARTNER INCIT3,647$1.6M0.04%
285ISHARES TR46428868750,893$1.6M0.04%
286AAON INCAAON18,403$1.6M0.04%
287TESLA INCTSLA8,079$1.6M0.04%
288DIMENSIONAL ETF TRUST25434V72440,644$1.6M0.04%
289CISCO SYS INCCSCO33,455$1.6M0.04%
290SMARTFINANCIAL INCSMBK66,990$1.6M0.04%
291TRIMBLE INCTRMB28,221$1.6M0.04%
292COSTCO WHSL CORP NEW22160K1051,840$1.6M0.04%
293EMERSON ELEC COEMR14,029$1.5M0.04%
294NBT BANCORP INCNBTB40,000$1.5M0.04%
295LINCOLN ELEC HLDGS INC5339001068,153$1.5M0.04%
296BANK AMERICA CORP06050510438,563$1.5M0.04%
297DUKE ENERGY CORP NEWDUKB15,169$1.5M0.04%
298RITHM CAPITAL CORPRITM-PF139,083$1.5M0.04%
299PFIZER INCPFE53,283$1.5M0.04%
300DIMENSIONAL ETF TRUST25434V60928,639$1.5M0.04%
301AMPLIFY ETF TR03210866422,453$1.5M0.03%
3023M COMMM14,093$1.4M0.03%
303DIMENSIONAL ETF TRUST25434V50023,926$1.4M0.03%
304ISHARES TR4642877219,348$1.4M0.03%
305ISHARES TR46428722614,359$1.4M0.03%
306ELEVANCE HEALTH INCELV2,566$1.4M0.03%
307VANGUARD SCOTTSDALE FDS92206C68014,709$1.4M0.03%
308GE AEROSPACE3696043018,319$1.3M0.03%
309WK KELLOGG CO92942W10779,000$1.3M0.03%
310FULL HSE RESORTS INC359678109260,000$1.3M0.03%
311INTERCONTINENTAL EXCHANGE IN45866F1049,275$1.3M0.03%
312SELECT SECTOR SPDR TR81369Y8035,489$1.2M0.03%
313SCHWAB STRATEGIC TR80852410219,614$1.2M0.03%
314COLONY BANKCORP INCCBAN100,000$1.2M0.03%
315INVESCO QQQ TRIVZ2,541$1.2M0.03%
316US BANCORP DELUSB-PS30,618$1.2M0.03%
317FIRST WESTN FINL INC33751L10571,415$1.2M0.03%
318OCEANFIRST FINL CORP67523410875,000$1.2M0.03%
319VANGUARD INDEX FDS9229087694,438$1.2M0.03%
320CONOCOPHILLIPSCOP10,179$1.2M0.03%
321WALMART INCWMT17,069$1.2M0.03%
322SERVICENOW INCNOW1,391$1.1M0.03%
323VANGUARD INDEX FDS9229087446,572$1.1M0.03%
324FEDEX CORPFDX3,511$1.1M0.03%
325MPLX LPMPLXP24,456$1.0M0.03%
326SELECT SECTOR SPDR TR81369Y60524,932$1.0M0.02%
327VANGUARD STAR FDS92190976816,973$1.0M0.02%
328ISHARES TR46434V62117,626$1.0M0.02%
329EATON CORP PLCETN3,204$1.0M0.02%
330EXACT SCIENCES CORP30063P10523,714$1.0M0.02%
331ISHARES TR4642875985,722$998,3170.02%
332RENASANT CORPRNST32,115$980,7790.02%
333SPDR SER TR78464A50819,939$971,8270.02%
334NORFOLK SOUTHN CORP6558441084,473$960,3880.02%
335SKYLINE CHAMPION CORPORATIONSKY13,813$935,8310.02%
336SPDR INDEX SHS FDS78463X88926,340$924,0070.02%
337JACOBS SOLUTIONS INCJ6,609$923,3440.02%
338EATON VANCE TAX-MANAGED BUY-ETN66,678$911,4880.02%
339COMMUNITY HEALTHCARE TR INCCHCT38,175$892,9130.02%
340VALMONT INDS INC9202531013,243$890,0410.02%
341NORTHERN TR CORPNTRSO10,573$887,9210.02%
342PNC FINL SVCS GROUP INC6934751055,701$886,4320.02%
343SOUTHERN CALIF BANCORPBCAL65,475$881,9480.02%
344VANGUARD WHITEHALL FDS9219464067,414$879,3350.02%
345ROCKWELL AUTOMATION INCROK3,173$873,4640.02%
346INSULET CORPPODD4,324$872,5830.02%
347WELLS FARGO CO NEW94974610114,656$870,4200.02%
348BRISTOL-MYERS SQUIBB COCELG-RI20,945$869,8500.02%
349HUMANA INCHUM2,322$867,6160.02%
350TE CONNECTIVITY LTDTEL5,530$831,8780.02%
351ELLINGTON FINANCIAL INCEFC-PD68,410$826,3930.02%
352ATLANTIC UN BANKSHARES CORP04911A10725,000$821,2500.02%
353TWO HARBORS INVENTMENT CORPO90187BAB7850,000$811,7500.02%
354LINDE PLCLIN1,831$803,4620.02%
355GALLAGHER ARTHUR J & CO3635761093,074$797,1190.02%
356DONALDSON INCDCI11,098$794,1730.02%
357VERACYTE INCVCYT36,418$789,1780.02%
358MARATHON PETE CORPMARA4,499$780,4870.02%
359INTELLIA THERAPEUTICS INCNTLA34,525$772,6690.02%
360PHILLIPS EDISON & CO INCPECO23,388$765,0260.02%
361UNITED CMNTY BKS BLAIRSVLE GUNTCW30,000$763,8000.02%
362VANGUARD SCOTTSDALE FDS92206C7149,946$761,5650.02%
363ISHARES TR46428827312,306$758,5420.02%
364WP CAREY INC92936U10913,667$752,3680.02%
365CORVEL CORPCRVL2,903$738,1460.02%
366MFA FINL INC55272X60768,968$733,8200.02%
367TARGET CORPTGT4,897$724,9100.02%
368ROPER TECHNOLOGIES INCROP1,275$718,8200.02%
369SPDR SER TR78464A3599,931$715,6280.02%
370VERALTO CORPVLTO7,451$711,3480.02%
371TARGA RES CORPTRGP5,507$709,1910.02%
372VERTEX PHARMACEUTICALS INCVRTX1,509$707,2990.02%
373MONDELEZ INTL INC60920710510,520$688,4590.02%
374ADVANCED MICRO DEVICES INCAMD4,215$683,7790.02%
375SARATOGA INVT CORP80349A20830,000$681,0000.02%
376STARBUCKS CORPSBUX8,709$677,9980.02%
377SPDR SER TR78464A79714,587$676,6910.02%
378GOLDMAN SACHS ETF TRNVGLF14,202$674,1500.02%
379ENERGY TRANSFER L PET-PI41,322$670,2430.02%
380VEEVA SYS INCVEEV3,648$667,6210.02%
381CION INVT CORP17259U20455,000$666,6000.02%
382ISHARES TR4642874083,621$659,0580.02%
383ATI INCATI11,804$654,5320.02%
384NETFLIX INCNFLX969$653,9590.02%
385AGILENT TECHNOLOGIES INCA5,032$652,3050.02%
386BOEING COBA-PA3,551$646,2280.02%
387SONOCO PRODS CO83549510212,675$642,8760.02%
388BLOCK H & R INCBSQKZ11,632$630,8030.02%
389CAREDX INCCDNA40,547$629,6950.02%
390FORTUNE BRANDS INNOVATIONS IFBIN9,516$617,9690.01%
391BERKSHIRE HATHAWAY INC DELBRK-A1$612,2410.01%
392WILLIAMS COS INC96945710014,182$602,7350.01%
393CALAMOS CONV & HIGH INCOME F12811P10853,820$600,6310.01%
394WHIRLPOOL CORPWHR-PA5,858$598,6880.01%
395DIMENSIONAL ETF TRUST25434V40110,165$598,1840.01%
396GOLDMAN SACHS GROUP INCGSCE1,315$594,7920.01%
397ECOLAB INCECL2,488$592,1820.01%
398RUNWAY GROWTH FINANCE CORPRWAYL50,000$588,0000.01%
399IOVANCE BIOTHERAPEUTICS INCIOVA72,520$581,6100.01%
400CBRE GROUP INCCBRE6,516$580,6410.01%
401RAYMOND JAMES FINL INC7547301094,609$569,7190.01%
402ISHARES INC46434G10310,616$568,2870.01%
403AMERICAN VANGUARD CORPAVD65,900$566,7400.01%
404WISDOMTREE TRWT11,262$566,5910.01%
405MARRIOTT INTL INC NEW5719032022,311$558,7300.01%
406VANGUARD SCOTTSDALE FDS92206C6232,921$558,0570.01%
407COLGATE PALMOLIVE COCL5,705$553,6130.01%
408OREILLY AUTOMOTIVE INC67103H107523$552,3200.01%
409BROOKFIELD CORP11271J10713,290$552,0670.01%
410ANSYS INC03662Q1051,678$539,4770.01%
411J P MORGAN EXCHANGE TRADED F46641Q3329,497$538,3080.01%
412REDWOOD TRUST INCRWTQ82,840$537,6320.01%
413BNY MELLON STRATEGIC MUN BD09662E10990,296$536,3580.01%
414BNY MELLON MUN BD INFRASTRUC09662W10950,177$530,8730.01%
415AMERICAN CENTY ETF TR0250728855,885$530,7820.01%
416CONSTELLIUM SECSTM28,150$530,6270.01%
417NEW YORK MTG TR INCADAMZ90,330$527,5270.01%
418KROGER COKR10,562$527,3610.01%
419KEYSIGHT TECHNOLOGIES INCKEYS3,854$526,9910.01%
420BLACKSTONE INCBX4,225$523,0100.01%
421VANGUARD INDEX FDS9229083631,038$519,1350.01%
422SHELL PLCRYDAF7,172$517,6760.01%
423HERSHEY COHSY2,771$509,3930.01%
424LAM RESEARCH CORPLRCX478$508,9990.01%
425VANGUARD INDEX FDS9229086372,019$504,0450.01%
426MOODYS CORPMCO1,189$500,4860.01%
427SPDR SER TR78464A6313,505$490,6300.01%
428SPDR SER TR78468R85311,363$471,9080.01%
429NIKE INCNKE6,174$465,3090.01%
430DYNEX CAP INCDX-PC38,930$464,8240.01%
431ISHARES TR46434V40710,866$458,5620.01%
432INGERSOLL RAND INCIR5,019$455,9270.01%
433TORO COTORO4,863$454,7230.01%
434AMERICAN EXPRESS COAXP1,945$450,3650.01%
435WORKDAY INCWDAY1,977$441,9790.01%
436VANGUARD INTL EQUITY INDEX F9220428589,924$434,2600.01%
437RB GLOBAL INCRBA5,625$429,5260.01%
438CASELLA WASTE SYS INCCWST4,238$420,4940.01%
439GENUINE PARTS COGPC3,033$419,5060.01%
440COGNEX CORPCGNX8,950$418,5020.01%
441ISHARES TR4642888777,869$417,3720.01%
442ISHARES INC46434G8226,083$415,1040.01%
443FIDELITY NATL INFORMATION SV31620M1065,450$410,6900.01%
444DOVER CORPDOV2,260$407,8440.01%
445SPDR SER TR78464A7633,103$394,6020.01%
446AUTODESK INCADSK1,566$387,5070.01%
447ARISTA NETWORKS INCANET1,094$383,4260.01%
448JANUS DETROIT STR TR47103U8457,469$380,0230.01%
449BELDEN INCBDC4,050$379,8900.01%
450PAYPAL HLDGS INCPYPL6,519$378,2980.01%
451IRON MTN INC DEL46284V1014,205$376,8530.01%
452SPDR SER TR78464A67213,425$376,1680.01%
453ISHARES TR46432F3392,188$373,5810.01%
454DBX ETF TR2330512008,452$350,2410.01%
455SHERWIN WILLIAMS COSHW1,164$347,3890.01%
456GE VERNOVA INCGEV2,020$346,4510.01%
457HESS MIDSTREAM LPHESM9,479$345,4150.01%
458AVITA MEDICAL INCAVHHL43,025$340,7580.01%
459INTEL CORPINTC11,001$340,7120.01%
460VANGUARD SCOTTSDALE FDS92206C6492,528$338,9290.01%
461ENBRIDGE INCENNPF9,364$333,2650.01%
462DUOLINGO INCDUOL1,590$331,7850.01%
463CONSTELLATION BRANDS INCSTZ1,283$330,2120.01%
464CAMDEN PPTY TR1331311023,001$327,4390.01%
465VANGUARD BD INDEX FDS92203C3036,574$325,5440.01%
466SPDR INDEX SHS FDS78463X84811,321$320,4960.01%
467ILLUMINA INCILMN3,058$319,1940.01%
468TCW ETF TRUST29287L6019,340$318,4010.01%
469CINTAS CORPCTAS454$317,9180.01%
470VANGUARD INDEX FDS9229087511,454$317,0770.01%
471BANCROFT FD LTD05969510620,000$313,4000.01%
472CVS HEALTH CORPCVS5,296$312,8090.01%
473ASML HOLDING N VASMLF305$312,1400.01%
474DIMENSIONAL ETF TRUST25434V8078,667$311,4970.01%
475AMERICAN HOMES 4 RENTAMH-PG8,316$309,0230.01%
476VANGUARD INDEX FDS9229086111,664$303,6560.01%
477CHIPOTLE MEXICAN GRILL INCCMG4,800$300,7200.01%
478PHINIA INCPHIN7,600$299,1360.01%
479SCHWAB STRATEGIC TR8085248626,188$297,8290.01%
480UNITED PARCEL SERVICE INCUPS2,130$291,4530.01%
481AGNC INVT CORP00123Q10430,074$286,9060.01%
482FIRST TR VALUE LINE DIVID IN33734H1067,039$286,8410.01%
483BARINGS BDC INCBBDC29,372$285,7900.01%
484ISHARES TR4642878872,157$277,0240.01%
485INDEPENDENT BK CORP MASS4538361085,457$276,7790.01%
486HP INCHPQ7,860$275,2570.01%
487SELECT SECTOR SPDR TR81369Y2091,888$275,1760.01%
488GENERAL DYNAMICS CORPGD946$274,3340.01%
489MCCORMICK & CO INCMKC-V3,667$260,1370.01%
490ISHARES TR46434VBG410,320$259,3420.01%
491TRANSDIGM GROUP INCTDG202$258,0770.01%
492J P MORGAN EXCHANGE TRADED F46641Q1914,339$255,4800.01%
493CARIBOU BIOSCIENCES INCCRBU153,964$252,5010.01%
494AT&T INCT-PC13,118$250,6800.01%
495VANGUARD WORLD FD9219107332,590$250,2460.01%
496SCHWAB STRATEGIC TR8085244093,331$246,7610.01%
497MARTIN MARIETTA MATLS INC573284106454$245,9770.01%
498TRUIST FINL CORP89832Q1096,268$243,5190.01%
499XCEL ENERGY INCXELLL4,542$242,5890.01%
500VANGUARD INDEX FDS9229085121,597$240,2370.01%