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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 Q3 2024 · Filed November 6, 2024 · Accession 0001172661-24-004479

Total Value
$4.40B
Positions
539
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT323,613$139.3M3.17%
2SCHWAB STRATEGIC TR8085242011,318,268$89.4M2.03%
3AMAZON COM INCAMZN463,450$86.4M1.96%
4JPMORGAN CHASE & CO.VYLD408,492$86.1M1.96%
5VISA INCV289,284$79.5M1.81%
6ISHARES TR464287200135,555$78.2M1.78%
7APPLE INCAAPL334,583$78.0M1.77%
8SPDR S&P 500 ETF TRSPY123,157$70.7M1.61%
9ISHARES TR464287457737,838$61.4M1.40%
10TYLER TECHNOLOGIES INCTYL104,795$61.2M1.39%
11ALPHABET INCGOOG353,738$59.1M1.35%
12ALPHABET INCGOOG335,698$55.7M1.27%
13DANAHER CORPORATION235851102198,226$55.1M1.25%
14S&P GLOBAL INCSPGI103,895$53.7M1.22%
15PTC INCPTC284,115$51.3M1.17%
16UNITEDHEALTH GROUP INCUNH87,026$50.9M1.16%
17SALESFORCE INCCRM176,522$48.3M1.10%
18BOOKING HOLDINGS INCBKNG11,245$47.4M1.08%
19TJX COS INC NEW872540109397,689$46.7M1.06%
20STERIS PLCSTE188,049$45.6M1.04%
21SYNOPSYS INCSNPS89,641$45.4M1.03%
22PROGRESSIVE CORP743315103176,970$44.9M1.02%
23COOPER COS INC216648501401,536$44.3M1.01%
24PALO ALTO NETWORKS INCPANW119,127$40.7M0.93%
25FAIR ISAAC CORPFICO20,581$40.0M0.91%
26NORDSON CORPNDSN150,215$39.5M0.90%
27EQUINIX INCEQIX43,888$39.0M0.89%
28WATSCO INCWSO-B78,604$38.7M0.88%
29CURTISS WRIGHT CORPCW109,405$36.0M0.82%
30EAGLE MATLS INC26969P108117,394$33.8M0.77%
31ISHARES TR464288661281,484$33.7M0.77%
32AMETEK INCAME195,230$33.5M0.76%
33MONOLITHIC PWR SYS INC60983910532,722$30.3M0.69%
34ISHARES TR464287804250,849$29.3M0.67%
35DISNEY WALT CO254687106300,442$28.9M0.66%
36CME GROUP INCCME128,480$28.3M0.64%
37ENTEGRIS INCENTG251,813$28.3M0.64%
38SCHWAB STRATEGIC TR808524508339,489$28.2M0.64%
39KADANT INCKAI77,552$26.2M0.60%
40VERISK ANALYTICS INCVRSK96,219$25.8M0.59%
41HENRY JACK & ASSOC INC426281101145,004$25.6M0.58%
42ACCENTURE PLC IRELANDACN71,497$25.3M0.57%
43ISHARES INC46434G764402,656$24.6M0.56%
44EOG RES INCEOG196,612$24.2M0.55%
45SCHWAB STRATEGIC TR808524797284,701$24.1M0.55%
46EASTGROUP PPTYS INC277276101128,662$24.0M0.55%
47CARPENTER TECHNOLOGY CORPCRS149,929$23.9M0.54%
48KEURIG DR PEPPER INCKDP628,042$23.5M0.54%
49ISHARES TR464287507375,224$23.4M0.53%
50ZOETIS INCZTS114,911$22.5M0.51%
51AVERY DENNISON CORPAVY101,697$22.5M0.51%
52MERCK & CO INCMRK197,482$22.4M0.51%
53STRYKER CORPORATIONSYK61,944$22.4M0.51%
54UNION PAC CORPUNP89,945$22.2M0.50%
55SCHWAB STRATEGIC TR808524805536,197$22.0M0.50%
56INTUITINTU35,189$21.9M0.50%
57WEST PHARMACEUTICAL SVSC INC95530610572,650$21.8M0.50%
58CDW CORPCDW96,143$21.8M0.49%
59AMERICAN TOWER CORP NEW03027X10092,726$21.6M0.49%
60CHUBB LIMITEDCB74,053$21.4M0.49%
61LOWES COS INC54866110778,544$21.3M0.48%
62ILLINOIS TOOL WKS INC45230810980,217$21.0M0.48%
63PEPSICO INCPEP123,534$21.0M0.48%
64BECTON DICKINSON & COBDX84,873$20.5M0.47%
65ADVANCED MICRO DEVICES INCAMD121,631$20.0M0.45%
66MASTERCARD INCORPORATEDMA39,623$19.6M0.45%
67POOL CORPPOOL50,828$19.2M0.44%
68APPLIED INDL TECHNOLOGIES IN03820C10582,392$18.4M0.42%
69MORGAN STANLEYMS-PQ173,044$18.0M0.41%
70AMERICAN FINL GROUP INC OHIO025932104131,038$17.6M0.40%
71WISDOMTREE TRWT211,115$17.6M0.40%
72SPDR S&P MIDCAP 400 ETF TRMDY30,490$17.4M0.40%
73ANALOG DEVICES INCADI75,069$17.3M0.39%
74RPM INTL INC749685103140,571$17.0M0.39%
75JOHNSON & JOHNSONJNJ104,083$16.9M0.38%
76REPLIGEN CORPRGEN113,212$16.8M0.38%
77ISHARES TR46428762252,988$16.7M0.38%
78APTARGROUP INCATR102,738$16.5M0.37%
79VANGUARD SPECIALIZED FUNDS92190884480,358$15.9M0.36%
80AMGEN INCAMGN49,170$15.8M0.36%
81MARSH & MCLENNAN COS INC57174810270,844$15.8M0.36%
82ISHARES TR464287465186,855$15.6M0.36%
83RBC BEARINGS INCRBC51,905$15.5M0.35%
84STOCK YDS BANCORP INC861025104250,369$15.5M0.35%
85ISHARES TR46432F842198,830$15.5M0.35%
86KINDER MORGAN INC DELEP-PC691,613$15.3M0.35%
87HOME DEPOT INCHD37,342$15.1M0.34%
88POTLATCHDELTIC CORPORATION737630103335,671$15.1M0.34%
89DEVON ENERGY CORP NEW25179M103378,778$14.8M0.34%
90TRICO BANCSHARESTCBK346,833$14.8M0.34%
91VERITEX HLDGS INC923451108561,142$14.8M0.34%
92MARKETAXESS HLDGS INCMKTX56,981$14.6M0.33%
93SEACOAST BKG CORP FLASE544,914$14.5M0.33%
94IDEX CORP45167R10467,435$14.5M0.33%
95CHEVRON CORP NEWCVX97,658$14.4M0.33%
96RANGE RES CORPRRC462,017$14.2M0.32%
97ISHARES TR464287481119,845$14.1M0.32%
98SCHWAB STRATEGIC TR808524607270,273$13.9M0.32%
99APPLIED MATLS INC03822210568,609$13.9M0.32%
100VANGUARD WORLD FD92204A70223,433$13.7M0.31%
101VAIL RESORTS INCMTN77,303$13.5M0.31%
102TARGET CORPTGT85,978$13.4M0.30%
103COLUMBIA SPORTSWEAR COCOLM159,710$13.3M0.30%
104CHESAPEAKE UTILS CORP165303108106,915$13.3M0.30%
105US FOODS HLDG CORPUSFD215,144$13.2M0.30%
106BLACKROCK INCBLK13,798$13.1M0.30%
107SCHWAB CHARLES CORPSCHW-PJ200,973$13.0M0.30%
108KENVUE INCKVUE558,482$12.9M0.29%
109EQUITY BANCSHARES INCEQBK312,090$12.8M0.29%
110TEXAS INSTRS INC88250810460,700$12.5M0.29%
111ISHARES TR46428761432,954$12.4M0.28%
112BRIGHT HORIZONS FAM SOL IN D10919410087,396$12.2M0.28%
113RTX CORPORATIONRTX100,682$12.2M0.28%
114EXPONENT INCEXPO105,346$12.1M0.28%
115NORTHROP GRUMMAN CORPNOC22,968$12.1M0.28%
116INTERNATIONAL BUSINESS MACHSINTR54,650$12.1M0.27%
117VERIZON COMMUNICATIONS INCVZ267,247$12.0M0.27%
118BJS WHSL CLUB HLDGS INC05550J101143,125$11.8M0.27%
119NVIDIA CORPORATIONNVDA92,815$11.3M0.26%
120FEDERAL RLTY INVT TR NEW31374510197,727$11.2M0.26%
121SSGA ACTIVE ETF TR78467V848267,921$11.1M0.25%
122IQVIA HLDGS INCIQV45,978$10.9M0.25%
123THERMO FISHER SCIENTIFIC INCTMO17,483$10.8M0.25%
124PRIMIS FINANCIAL CORPFRST868,536$10.6M0.24%
125SYSCO CORPSYY135,517$10.6M0.24%
126WISDOMTREE TRWT231,319$10.6M0.24%
127BIOLIFE SOLUTIONS INCBLFS421,933$10.6M0.24%
128VISTEON CORPVC109,794$10.5M0.24%
129CROWDSTRIKE HLDGS INCCRWD36,788$10.3M0.23%
130MICROCHIP TECHNOLOGY INC.MCHPP128,504$10.3M0.23%
131ABBVIE INCABBV52,162$10.3M0.23%
132ABBOTT LABSABLZF88,964$10.1M0.23%
133ROYAL GOLD INCRGLD71,255$10.0M0.23%
134PHILIP MORRIS INTL INC71817210979,775$9.7M0.22%
135OLD REP INTL CORP680223104273,140$9.7M0.22%
136BADGER METER INCBMI43,764$9.6M0.22%
137HUBBELL INCHUBB22,234$9.5M0.22%
138MARVELL TECHNOLOGY INCMRVL130,421$9.4M0.21%
139COMCAST CORP NEWCCZ224,917$9.4M0.21%
140WISDOMTREE TRWT183,481$9.4M0.21%
141VANGUARD INDEX FDS92290862935,436$9.3M0.21%
142ADOBE INCADBE17,983$9.3M0.21%
143MONDAY COM LTDMNDY32,205$8.9M0.20%
144USCB FINANCIAL HOLDINGS INCUSCB570,636$8.7M0.20%
145SSGA ACTIVE ETF TR78467V103294,643$8.5M0.19%
146FIRST BANCSHARES INC MISS318916103259,264$8.3M0.19%
147DIAMONDBACK ENERGY INCFANG48,185$8.3M0.19%
148AMERANT BANCORP INCAMTB388,319$8.3M0.19%
149DOW INCDOW151,617$8.3M0.19%
150M & T BK CORP55261F10446,404$8.3M0.19%
151BERKSHIRE HATHAWAY INC DELBRK-A17,780$8.2M0.19%
152BP PLCBPPFF260,285$8.2M0.19%
153VANECK ETF TRUST92189H748153,220$8.1M0.18%
154FISERV INCFISV44,030$7.9M0.18%
155VANGUARD INTL EQUITY INDEX F922042775125,358$7.9M0.18%
156ISHARES TR46436E71878,180$7.9M0.18%
157CITIZENS FINL GROUP INCCIA187,776$7.7M0.18%
158CLOUDFLARE INCNET94,821$7.7M0.17%
159HUNTINGTON BANCSHARES INCHBANP518,503$7.6M0.17%
160BUSINESS FIRST BANCSHARES INBFST296,524$7.6M0.17%
161GILEAD SCIENCES INCGILD87,850$7.4M0.17%
162NEOGEN CORPNEOG421,244$7.1M0.16%
163COPART INCCPRT131,144$6.9M0.16%
164COCA COLA COKO95,111$6.8M0.16%
165PROCORE TECHNOLOGIES INCPCOR105,909$6.5M0.15%
166STIFEL FINL CORP86063010269,301$6.5M0.15%
167ORIGIN BANCORP INCOBK200,000$6.4M0.15%
168BWX TECHNOLOGIES INCBWXT58,438$6.4M0.14%
169VANGUARD TAX-MANAGED FDS921943858119,743$6.3M0.14%
170FIRST HORIZON CORPORATIONFHN-PH400,000$6.2M0.14%
171ELI LILLY & COLLY6,981$6.2M0.14%
172MONGODB INCMDB22,872$6.2M0.14%
173VERSABANK NEWVBNK446,322$5.9M0.13%
174CATALENT INC14880610296,590$5.9M0.13%
175ISHARES TR46428765526,428$5.8M0.13%
176SPDR SER TR78468R788127,750$5.8M0.13%
177CALIFORNIA BANCORPBCAL393,456$5.8M0.13%
178DICKS SPORTING GOODS INC25339310227,402$5.7M0.13%
179ISHARES TR46428730958,378$5.6M0.13%
180ABACUS LIFE INC00258Y104550,000$5.6M0.13%
181INVESCO EXCH TRADED FD TR IIIVZ77,450$5.6M0.13%
182PINNACLE FINL PARTNERS INC72346Q10456,627$5.5M0.13%
183WISDOMTREE TRWT153,117$5.3M0.12%
184CARLISLE COS INC14233910011,551$5.2M0.12%
185VANGUARD INDEX FDS92290873613,526$5.2M0.12%
186BIO-TECHNE CORPTECH64,899$5.2M0.12%
187SCHWAB STRATEGIC TR808524839108,416$5.2M0.12%
188ASPEN TECHNOLOGY INC29109X10621,286$5.1M0.12%
189ALTRIA GROUP INCMO98,357$5.0M0.11%
190ITT INCITT33,551$5.0M0.11%
191INTERNATIONAL PAPER CO46014610399,699$4.9M0.11%
192AIR PRODS & CHEMS INCAIIR16,017$4.8M0.11%
193HOMESTREET INCMCHB300,000$4.7M0.11%
194ISHARES TR46428749953,586$4.7M0.11%
195FB FINL CORP30257X104100,000$4.7M0.11%
196PROVIDENT FINL SVCS INC74386T105250,000$4.6M0.11%
197TREX CO INCTREX68,149$4.5M0.10%
198DATADOG INCDDOG39,406$4.5M0.10%
199META PLATFORMS INCMETA7,807$4.5M0.10%
200BANC OF CALIFORNIA INCBANC-PF300,000$4.4M0.10%
201ORACLE CORPORCL-PD25,861$4.4M0.10%
202MIDWESTONE FINL GROUP INC NE598511103154,284$4.4M0.10%
203ZSCALER INCZS24,559$4.2M0.10%
204BYLINE BANCORP INCBY154,577$4.1M0.09%
205CARDINAL HEALTH INCCAH35,709$3.9M0.09%
206MARKEL GROUP INCMKL2,474$3.9M0.09%
207OMNICELL COMOMCL88,815$3.9M0.09%
208HUBSPOT INCHUBS7,143$3.8M0.09%
209OLD DOMINION FREIGHT LINE INODFL18,930$3.8M0.09%
210PROCTER AND GAMBLE CO74271810921,655$3.8M0.09%
211NVR INCNVR382$3.7M0.09%
212SOUTHERN STS BANCSHARES INCSOMN120,000$3.7M0.08%
213WISDOMTREE TRWT34,159$3.6M0.08%
214ISHARES TR46428768911,031$3.6M0.08%
215LOCKHEED MARTIN CORPLMT6,137$3.6M0.08%
216CIVISTA BANCSHARES INCCIVB200,000$3.6M0.08%
217GRAPHIC PACKAGING HLDG COGPK119,783$3.5M0.08%
218SPDR SER TR78468R66338,562$3.5M0.08%
219EXXON MOBIL CORPXOM30,013$3.5M0.08%
220ESSENTIAL PPTYS RLTY TR INC29670E107102,700$3.5M0.08%
221RENASANT CORPRNST107,115$3.5M0.08%
222WEBSTER FINL CORP94789010970,775$3.3M0.08%
223MATADOR RES COMTDR66,374$3.3M0.07%
224SCHLUMBERGER LTDSLB77,000$3.2M0.07%
225SCHWAB STRATEGIC TR80852430030,855$3.2M0.07%
226ONEOK INC NEWOKE35,121$3.2M0.07%
227DIGIMARC CORP NEWDMRC117,821$3.2M0.07%
228HEICO CORP NEWHEI-A11,917$3.1M0.07%
229CANADIAN PACIFIC KANSAS CITYCP35,640$3.0M0.07%
230DYNATRACE INCDT56,135$3.0M0.07%
231SNOWFLAKE INCSNOW26,112$3.0M0.07%
232PURE CYCLE CORPPCYO275,400$3.0M0.07%
233IDEXX LABS INC45168D1045,571$2.8M0.06%
234NEXTERA ENERGY INCNEE-PW32,828$2.8M0.06%
235BANK OF NT BUTTERFIELD&SON LG0772R20875,000$2.8M0.06%
236BROADCOM INCAVGO15,845$2.7M0.06%
237ATLASSIAN CORPORATIONTEAM16,645$2.6M0.06%
238WISDOMTREE TRWT57,956$2.6M0.06%
239MKS INSTRS INCMKSI23,577$2.6M0.06%
240ISHARES TR46428716818,674$2.5M0.06%
241DEERE & CODE6,043$2.5M0.06%
242AMERIS BANCORPABCB40,365$2.5M0.06%
243Q2 HLDGS INCQTWO31,395$2.5M0.06%
244HONEYWELL INTL INC43851610612,113$2.5M0.06%
245MCDONALDS CORPMCD8,172$2.5M0.06%
246FASTENAL COFAST34,375$2.5M0.06%
247SOUTHSTATE CORPORATIONSSB25,252$2.5M0.06%
248SHORE BANCSHARES INCSHBI175,164$2.5M0.06%
249TRIUMPH FINANCIAL INCTFIN-P30,796$2.4M0.06%
250STEEL DYNAMICS INCSTLD19,270$2.4M0.06%
251COSTCO WHSL CORP NEW22160K1052,721$2.4M0.05%
252FIRST FNDTN INC32026V104383,104$2.4M0.05%
253INSTALLED BLDG PRODS INC45780R1019,658$2.4M0.05%
254INTUITIVE SURGICAL INCISRG4,837$2.4M0.05%
255LIVE OAK BANCSHARES INCLOB-PA50,000$2.4M0.05%
256PRUDENTIAL FINL INCPUKPF18,825$2.3M0.05%
257FIDELITY COVINGTON TRUST31609280812,874$2.2M0.05%
258NEW YORK CMNTY BANCORP INCFLG-PU199,802$2.2M0.05%
259RELIANCE INCRS7,637$2.2M0.05%
260WELLS FARGO CO NEW9497468041,718$2.2M0.05%
261CRISPR THERAPEUTICS AGCRSP46,715$2.2M0.05%
262CHOICEONE FINL SVCS INC17038610670,928$2.2M0.05%
263ALEXANDRIA REAL ESTATE EQ IN01527110918,163$2.2M0.05%
264ENTERPRISE PRODS PARTNERS L29379210773,828$2.1M0.05%
265HEICO CORP NEWHEI-A10,508$2.1M0.05%
266AUTOMATIC DATA PROCESSING INADP7,669$2.1M0.05%
267CATERPILLAR INCCAT5,297$2.1M0.05%
268AAON INCAAON18,403$2.0M0.05%
269WALMART INCWMT24,450$2.0M0.04%
270STELLAR BANCORP INCSTEL75,000$1.9M0.04%
271NICOLET BANKSHARES INCNIC20,000$1.9M0.04%
272WISDOMTREE TRWT17,130$1.9M0.04%
273INTERCONTINENTAL EXCHANGE IN45866F10411,841$1.9M0.04%
274TESLA INCTSLA7,116$1.9M0.04%
275ISHARES TR46434V10036,606$1.8M0.04%
276BANK AMERICA CORP0605056821,450$1.8M0.04%
277GARTNER INCIT3,564$1.8M0.04%
278FIRST WESTN FINL INC33751L10589,374$1.8M0.04%
279NBT BANCORP INCNBTB40,000$1.8M0.04%
2803M COMMM12,858$1.8M0.04%
281TRIMBLE INCTRMB28,221$1.8M0.04%
282GRAYSCALE BITCOIN TR BTCGBTC34,400$1.7M0.04%
283PROSHARES TR74348A46716,159$1.7M0.04%
284ISHARES TR46428868751,381$1.7M0.04%
285DIMENSIONAL ETF TRUST25434V72440,708$1.7M0.04%
286DUKE ENERGY CORP NEWDUKB14,690$1.7M0.04%
287VANGUARD INDEX FDS9229087695,905$1.7M0.04%
288EXACT SCIENCES CORP30063P10524,468$1.7M0.04%
289QUALCOMM INCQCOM9,603$1.6M0.04%
290COASTAL FINL CORP WA19046P20930,000$1.6M0.04%
291PFIZER INCPFE55,770$1.6M0.04%
292EMERSON ELEC COEMR14,750$1.6M0.04%
293CADENCE BANK12740C10350,000$1.6M0.04%
294JFROG LTDFROG54,727$1.6M0.04%
295DIMENSIONAL ETF TRUST25434V60928,254$1.6M0.04%
296LINCOLN ELEC HLDGS INC5339001068,168$1.6M0.04%
297KLA CORPKLAC2,016$1.6M0.04%
298NOVO-NORDISK A SNONOF13,096$1.6M0.04%
299OLD SECOND BANCORP INC ILLOSBC100,000$1.6M0.04%
300DIMENSIONAL ETF TRUST25434V50023,926$1.6M0.04%
301EDWARDS LIFESCIENCES CORPEW23,295$1.5M0.03%
302AMPLIFY ETF TR03210866422,453$1.5M0.03%
303FIVE STAR BANCORPFSBC50,000$1.5M0.03%
304EATON CORP PLCETN4,380$1.5M0.03%
305PURE STORAGE INC74624M10228,770$1.4M0.03%
306CISCO SYS INCCSCO26,727$1.4M0.03%
307VANGUARD SCOTTSDALE FDS92206C68014,731$1.4M0.03%
308ISHARES TR4642877219,362$1.4M0.03%
309ISHARES TR46428722613,902$1.4M0.03%
310GE AEROSPACE3696043017,416$1.4M0.03%
311US BANCORP DELUSB-PS29,732$1.4M0.03%
312BANK AMERICA CORP06050510434,211$1.4M0.03%
313RITHM CAPITAL CORPRITM-PF119,433$1.4M0.03%
314INVESCO EXCHANGE TRADED FD TIVZ7,454$1.3M0.03%
315PNC FINL SVCS GROUP INC6934751057,215$1.3M0.03%
316SCHWAB STRATEGIC TR80852410219,773$1.3M0.03%
317CHAMPION HOMES INCSKY13,813$1.3M0.03%
318FULL HSE RESORTS INC359678109260,000$1.3M0.03%
319CAREDX INCCDNA40,547$1.3M0.03%
320VERACYTE INCVCYT36,418$1.2M0.03%
321SELECT SECTOR SPDR TR81369Y8035,381$1.2M0.03%
322ELEVANCE HEALTH INCELV2,296$1.2M0.03%
323ISHARES TR4642874086,014$1.2M0.03%
324INVESCO QQQ TRIVZ2,375$1.2M0.03%
325NORFOLK SOUTHN CORP6558441084,614$1.1M0.03%
326SERVICENOW INCNOW1,280$1.1M0.03%
327FLYWIRE CORPORATIONFLYW69,720$1.1M0.03%
328TE CONNECTIVITY PLCTEL7,556$1.1M0.03%
329SELECT SECTOR SPDR TR81369Y60524,934$1.1M0.03%
330MPLX LPMPLXP25,095$1.1M0.03%
331ISHARES TR46428723424,328$1.1M0.03%
332LINDE PLCLIN2,306$1.1M0.03%
333BRISTOL-MYERS SQUIBB COCELG-RI20,893$1.1M0.02%
334SPDR SER TR78464A50819,939$1.1M0.02%
335INSULET CORPPODD4,402$1.0M0.02%
336ISHARES TR46434V62116,273$1.0M0.02%
337IOVANCE BIOTHERAPEUTICS INCIOVA108,637$1.0M0.02%
338SPDR INDEX SHS FDS78463X88926,340$989,3310.02%
339GALLAGHER ARTHUR J & CO3635761093,501$985,0770.02%
340CONOCOPHILLIPSCOP9,295$978,5320.02%
341FEDEX CORPFDX3,568$976,3680.02%
342VANGUARD STAR FDS92190976814,984$970,0650.02%
343VANGUARD WHITEHALL FDS9219464067,414$950,5120.02%
344CORVEL CORPCRVL2,903$948,9620.02%
345ATLANTIC UN BANKSHARES CORP04911A10725,000$941,7500.02%
346VALMONT INDS INC9202531013,243$940,3080.02%
347OCEANFIRST FINL CORP67523410850,000$929,5000.02%
348EATON VANCE TAX-MANAGED BUY-ETN66,821$922,1310.02%
349MONDELEZ INTL INC60920710512,393$912,9930.02%
350VAXCYTE INCPCVX7,901$902,8470.02%
351ROCKWELL AUTOMATION INCROK3,289$882,9660.02%
352ELLINGTON FINANCIAL INCEFC-PD68,410$881,8050.02%
353MFA FINL INC55272X60768,968$877,2730.02%
354JANUS DETROIT STR TR47103U84517,169$873,5590.02%
355VANGUARD INDEX FDS9229087444,996$872,2950.02%
356NORTHERN TR CORPNTRSO9,688$872,2110.02%
357GOLDMAN SACHS ETF TRNVGLF17,747$871,2200.02%
358JACOBS SOLUTIONS INCJ6,609$865,1180.02%
359PHILLIPS EDISON & CO INCPECO22,858$861,9740.02%
360VERALTO CORPVLTO7,680$859,0850.02%
361DONALDSON INCDCI11,383$838,9270.02%
362AGILENT TECHNOLOGIES INCA5,606$832,3870.02%
363ISHARES TR46428827312,268$830,5440.02%
364VANGUARD SCOTTSDALE FDS92206C7149,946$828,8000.02%
365WP CAREY INC92936U10913,089$815,4450.02%
366CBRE GROUP INCCBRE6,513$810,7390.02%
367INTELLIA THERAPEUTICS INCNTLA39,187$805,2930.02%
368ISHARES TR4642875984,212$799,4380.02%
369WASTE MGMT INC DEL94106L1093,828$794,6980.02%
370ATI INCATI11,823$791,0780.02%
371CYBERARK SOFTWARE LTDM2682V1082,654$773,9330.02%
372SPDR SER TR78464A79714,587$771,5060.02%
373SMARTFINANCIAL INCSMBK26,469$771,3070.02%
374ECOLAB INCECL3,005$767,3080.02%
375VEEVA SYS INCVEEV3,648$765,6070.02%
376SPDR SER TR78464A3599,793$750,0460.02%
377HUMANA INCHUM2,353$745,2890.02%
378NETFLIX INCNFLX1,045$741,1880.02%
379BLOCK H & R INCBSQKZ11,632$739,2140.02%
380MARATHON PETE CORPMARA4,511$734,8870.02%
381VERTEX PHARMACEUTICALS INCVRTX1,580$734,8270.02%
382STARBUCKS CORPSBUX7,403$721,7080.02%
383WELLS FARGO CO NEW94974610112,773$721,5470.02%
384ENERGY TRANSFER L PET-PI44,930$721,1260.02%
385SONOCO PRODS CO83549510212,979$709,0430.02%
386BROOKFIELD CORP11271J10713,290$706,3630.02%
387FORTUNE BRANDS INNOVATIONS IFBIN7,828$700,8410.02%
388SARATOGA INVT CORP80349A20830,000$695,7000.02%
389BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.02%
390J P MORGAN EXCHANGE TRADED F46641Q33211,381$677,2770.02%
391OREILLY AUTOMOTIVE INC67103H107586$674,8380.02%
392WILLIAMS COS INC96945710014,326$653,9820.01%
393ROPER TECHNOLOGIES INCROP1,166$649,0080.01%
394CALAMOS CONV & HIGH INCOME F12811P10853,820$642,0730.01%
395REDWOOD TRUST INCRWTQ82,840$640,3530.01%
396DIMENSIONAL ETF TRUST25434V40110,190$633,8220.01%
397KIMBERLY-CLARK CORPKMB4,453$633,6120.01%
398ISHARES TR46434V40714,457$627,7250.01%
399AMERICAN EXPRESS COAXP2,299$623,4890.01%
400BLACKSTONE INCBX4,071$623,3910.01%
401KEYSIGHT TECHNOLOGIES INCKEYS3,854$612,4660.01%
402MOODYS CORPMCO1,289$611,7470.01%
403GOLDMAN SACHS GROUP INCGSCE1,235$611,1300.01%
404VANGUARD SCOTTSDALE FDS92206C6232,921$605,3770.01%
405DYNEX CAP INCDX-PC47,330$603,9310.01%
406NIKE INCNKE6,765$598,0850.01%
407ISHARES INC46434G10310,185$584,7350.01%
408MARRIOTT INTL INC NEW5719032022,311$574,5150.01%
409TARGA RES CORPTRGP3,868$572,5030.01%
410NEW YORK MTG TR INCADAMZ90,330$571,7890.01%
411VANGUARD INDEX FDS9229083631,079$569,3570.01%
412RAYMOND JAMES FINL INC7547301094,600$563,3160.01%
413AMERICAN CENTY ETF TR0250728855,905$561,9020.01%
414BNY MELLON MUN BD INFRASTRUC09662W10950,177$559,9750.01%
415SPDR SER TR78468R85312,274$558,5920.01%
416SPDR SER TR78464A6313,505$551,4770.01%
417ANSYS INC03662Q1051,703$542,6270.01%
418BOEING COBA-PA3,530$536,6260.01%
419MEDTRONIC PLCMDT5,785$520,8620.01%
420INGERSOLL RAND INCIR5,248$515,1440.01%
421RUNWAY GROWTH FINANCE CORPRWAYL50,000$514,5000.01%
422WHIRLPOOL CORPWHR-PA4,706$503,5420.01%
423AT&T INCT-PC22,453$493,9530.01%
424VANGUARD INTL EQUITY INDEX F92204285810,179$487,0820.01%
425SHELL PLCRYDAF7,209$475,4120.01%
426BELDEN INCBDC4,050$474,3760.01%
427CINTAS CORPCTAS2,280$469,4070.01%
428GE VERNOVA INCGEV1,819$463,8090.01%
429ISHARES TR4642888778,024$461,6210.01%
430AVITA MEDICAL INCAVHHL43,025$461,2280.01%
431HERSHEY COHSY2,404$461,0390.01%
432VANGUARD SCOTTSDALE FDS92206C7301,772$460,8440.01%
433TRAVELERS COMPANIES INCTRV1,963$459,6800.01%
434CONSTELLIUM SECSTM28,150$457,7190.01%
435DOVER CORPDOV2,376$455,5750.01%
436IRON MTN INC DEL46284V1013,814$453,2180.01%
437RB GLOBAL INCRBA5,625$452,7570.01%
438PAYPAL HLDGS INCPYPL5,777$450,7800.01%
439DUOLINGO INCDUOL1,590$448,4120.01%
440AUTODESK INCADSK1,625$447,6560.01%
441WORKDAY INCWDAY1,812$442,8710.01%
442SPDR SER TR78464A7633,103$440,7300.01%
443ISHARES INC46434G8226,083$435,1780.01%
444CONSTELLATION BRANDS INCSTZ1,674$431,3060.01%
445TORO COTORO4,963$430,4170.01%
446FIDELITY NATL INFORMATION SV31620M1065,124$429,1020.01%
447ARISTA NETWORKS INCANET1,109$425,6570.01%
448AMPHENOL CORP NEW0320951016,507$423,9960.01%
449CASELLA WASTE SYS INCCWST4,238$421,6390.01%
450ALLOGENE THERAPEUTICS INCALLO149,577$418,8160.01%
451SPDR SER TR78464A67214,241$413,8430.01%
452ILLUMINA INCILMN3,058$398,7940.01%
453ISHARES TR46432F3392,188$392,3910.01%
454VIKING THERAPEUTICS INCVKTX6,034$382,0130.01%
455VANGUARD INDEX FDS9229086111,894$380,2460.01%
456PERFORMANCE FOOD GROUP COPFGC4,785$375,0010.01%
457VANGUARD SCOTTSDALE FDS92206C6492,528$371,9950.01%
458CAMDEN PPTY TR1331311023,001$370,7140.01%
459ENBRIDGE INCENNPF9,070$368,3330.01%
460LABCORP HOLDINGS INCLH1,642$366,9690.01%
461COGNEX CORPCGNX8,950$362,4750.01%
462GENUINE PARTS COGPC2,591$361,9250.01%
463HESS MIDSTREAM LPHESM10,139$357,6030.01%
464DBX ETF TR2330512008,452$355,1430.01%
465DOLLAR TREE INCDLTR5,041$354,4840.01%
466AMERICAN VANGUARD CORPAVD65,900$349,2700.01%
467SPDR INDEX SHS FDS78463X84811,321$344,6090.01%
468XCEL ENERGY INCXELLL5,218$340,7360.01%
469SHERWIN WILLIAMS COSHW889$339,3340.01%
470HENRY SCHEIN INCHSIC4,650$338,9850.01%
471SMUCKER J M CO8326964052,770$335,4470.01%
472TCW ETF TRUST29287L6019,042$335,0060.01%
473DIMENSIONAL ETF TRUST25434V8078,719$332,0060.01%
474MERCADOLIBRE INCMELI161$330,3660.01%
475THE CIGNA GROUP125523100953$330,1580.01%
476VANGUARD BD INDEX FDS92203C3036,574$328,3060.01%
477MCCORMICK & CO INCMKC-V3,983$327,8010.01%
478DOLLAR GEN CORP NEW2566771053,875$327,7090.01%
479WISDOMTREE TRWT6,496$326,2290.01%
480FIRST TR VALUE LINE DIVID IN33734H1067,039$320,2060.01%
481AMERICAN HOMES 4 RENTAMH-PG8,316$319,2510.01%
482VANGUARD INDEX FDS9229087511,343$318,5730.01%
483BROWN & BROWN INCBRO3,063$317,3270.01%
484AGNC INVT CORP00123Q10430,074$314,5740.01%
485GENERAL DYNAMICS CORPGD1,037$313,5120.01%
486ISHARES TR4642878872,199$306,7390.01%
487SELECT SECTOR SPDR TR81369Y2091,978$304,6520.01%
488SCHWAB STRATEGIC TR8085248626,188$303,0890.01%
489INDEPENDENT BK CORP MASS4538361085,097$301,3860.01%
490TRANSDIGM GROUP INCTDG202$288,2800.01%
491BARINGS BDC INCBBDC29,372$287,8460.01%
492HP INCHPQ7,931$284,4850.01%
493CHIPOTLE MEXICAN GRILL INCCMG4,904$282,5690.01%
494WK KELLOGG CO92942W10715,900$272,0490.01%
495ASML HOLDING N VASMLF326$271,9130.01%
496J P MORGAN EXCHANGE TRADED F46641Q1914,339$270,4930.01%
497WATERSTONE FINL INC MD94188P10118,194$267,4520.01%
498KROGER COKR4,662$267,1330.01%
499VANGUARD WORLD FD9219107332,590$263,2730.01%
500ROSS STORES INCROST1,744$262,4210.01%