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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 2024 · Filed February 13, 2025 · Accession 0001172661-25-000749

Total Value
$4.34B
Positions
512
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT363,301$153.1M3.53%
2AMAZON COM INCAMZN481,160$105.6M2.43%
3JPMORGAN CHASE & CO.VYLD384,693$92.2M2.13%
4SCHWAB STRATEGIC TR8085242013,830,772$88.8M2.05%
5VISA INCV280,835$88.8M2.05%
6APPLE INCAAPL304,332$76.2M1.76%
7SPDR S&P 500 ETF TRSPY126,614$74.2M1.71%
8ISHARES TR464287200124,312$73.2M1.69%
9ALPHABET INCGOOG351,972$66.6M1.54%
10ISHARES TR464287457781,311$64.1M1.48%
11ALPHABET INCGOOG329,520$62.8M1.45%
12TYLER TECHNOLOGIES INCTYL104,150$60.1M1.38%
13SALESFORCE INCCRM164,624$55.0M1.27%
14BOOKING HOLDINGS INCBKNG10,841$53.9M1.24%
15DANAHER CORPORATION235851102221,914$50.9M1.17%
16TJX COS INC NEW872540109420,299$50.8M1.17%
17PTC INCPTC263,352$48.4M1.12%
18S&P GLOBAL INCSPGI95,326$47.5M1.09%
19UNITEDHEALTH GROUP INCUNH88,967$45.0M1.04%
20NVIDIA CORPORATIONNVDA329,363$44.2M1.02%
21SYNOPSYS INCSNPS90,165$43.8M1.01%
22PALO ALTO NETWORKS INCPANW228,487$41.6M0.96%
23AMETEK INCAME229,382$41.3M0.95%
24PROGRESSIVE CORP743315103160,388$38.4M0.89%
25WATSCO INCWSO-B78,561$37.2M0.86%
26EQUINIX INCEQIX39,374$37.1M0.86%
27ISHARES TR464288661308,533$35.7M0.82%
28COOPER COS INC216648501387,537$35.6M0.82%
29NORDSON CORPNDSN151,649$31.7M0.73%
30CURTISS WRIGHT CORPCW89,266$31.7M0.73%
31FAIR ISAAC CORPFICO14,996$29.9M0.69%
32EAGLE MATLS INC26969P108119,576$29.5M0.68%
33SCHWAB STRATEGIC TR8085245081,026,904$28.5M0.66%
34ELI LILLY & COLLY36,466$28.2M0.65%
35ISHARES TR464287804244,282$28.1M0.65%
36KADANT INCKAI76,094$26.3M0.61%
37EOG RES INCEOG208,544$25.6M0.59%
38VERISK ANALYTICS INCVRSK87,740$24.2M0.56%
39WEST PHARMACEUTICAL SVSC INC95530610572,743$23.8M0.55%
40HENRY JACK & ASSOC INC426281101134,023$23.5M0.54%
41ANALOG DEVICES INCADI109,555$23.3M0.54%
42MORGAN STANLEYMS-PQ180,333$22.7M0.52%
43ENTEGRIS INCENTG227,046$22.5M0.52%
44ISHARES INC46434G764405,411$22.5M0.52%
45SCHWAB STRATEGIC TR808524797822,539$22.5M0.52%
46EASTGROUP PPTYS INC277276101136,373$21.9M0.50%
47STRYKER CORPORATIONSYK59,685$21.5M0.50%
48ACCENTURE PLC IRELANDACN60,764$21.4M0.49%
49MERCK & CO INCMRK212,044$21.1M0.49%
50ISHARES TR464287507336,644$21.0M0.48%
51MONOLITHIC PWR SYS INC60983910535,183$20.8M0.48%
52SCHWAB STRATEGIC TR8085248051,117,696$20.7M0.48%
53MASTERCARD INCORPORATEDMA39,169$20.6M0.48%
54APPLIED INDL TECHNOLOGIES IN03820C10583,161$19.9M0.46%
55BERKSHIRE HATHAWAY INC DELBRK-A42,981$19.5M0.45%
56CARPENTER TECHNOLOGY CORPCRS114,718$19.5M0.45%
57CME GROUP INCCME82,031$19.0M0.44%
58INTUITINTU30,194$19.0M0.44%
59APTARGROUP INCATR119,687$18.8M0.43%
60IDEX CORP45167R10488,573$18.5M0.43%
61STOCK YDS BANCORP INC861025104253,020$18.1M0.42%
62AMERICAN FINL GROUP INC OHIO025932104132,224$18.1M0.42%
63MARSH & MCLENNAN COS INC57174810284,577$18.0M0.41%
64KINDER MORGAN INC DELEP-PC647,458$17.7M0.41%
65POOL CORPPOOL51,164$17.4M0.40%
66UNION PAC CORPUNP75,664$17.3M0.40%
67CHUBB LIMITEDCB62,133$17.2M0.40%
68ILLINOIS TOOL WKS INC45230810967,642$17.2M0.40%
69RPM INTL INC749685103138,802$17.1M0.39%
70SPDR S&P MIDCAP 400 ETF TRMDY29,909$17.0M0.39%
71KEURIG DR PEPPER INCKDP529,666$17.0M0.39%
72WISDOMTREE TRWT208,275$16.9M0.39%
73RANGE RES CORPRRC465,579$16.8M0.39%
74BECTON DICKINSON & COBDX73,002$16.6M0.38%
75BLACKROCK INCBLK16,136$16.5M0.38%
76AVERY DENNISON CORPAVY86,672$16.2M0.37%
77REPLIGEN CORPRGEN111,803$16.1M0.37%
78RBC BEARINGS INCRBC52,830$15.8M0.36%
79LOWES COS INC54866110763,790$15.7M0.36%
80RTX CORPORATIONRTX135,018$15.6M0.36%
81FEDERAL RLTY INVT TR NEW313745101139,238$15.6M0.36%
82VANGUARD SPECIALIZED FUNDS92190884479,275$15.5M0.36%
83TRICO BANCSHARESTCBK353,104$15.4M0.36%
84SEACOAST BKG CORP FLASE551,779$15.2M0.35%
85ISHARES TR464287481119,708$15.2M0.35%
86ZOETIS INCZTS92,635$15.1M0.35%
87EQUITY BANCSHARES INCEQBK353,186$15.0M0.35%
88ISHARES TR464287465197,484$14.9M0.34%
89TARGET CORPTGT110,371$14.9M0.34%
90SCHWAB CHARLES CORPSCHW-PJ201,339$14.9M0.34%
91ISHARES TR46428762245,476$14.7M0.34%
92MARVELL TECHNOLOGY INCMRVL132,473$14.6M0.34%
93VANGUARD WORLD FD92204A70223,264$14.5M0.33%
94VERITEX HLDGS INC923451108528,878$14.4M0.33%
95DISNEY WALT CO254687106128,501$14.3M0.33%
96AMERICAN TOWER CORP NEW03027X10077,637$14.2M0.33%
97SCHWAB STRATEGIC TR808524607550,366$14.2M0.33%
98ISHARES TR46432F842202,164$14.2M0.33%
99US FOODS HLDG CORPUSFD208,985$14.1M0.32%
100WISDOMTREE TRWT374,312$14.0M0.32%
101BJS WHSL CLUB HLDGS INC05550J101155,054$13.9M0.32%
102INTERNATIONAL BUSINESS MACHSINTR62,183$13.7M0.32%
103CHEVRON CORP NEWCVX92,737$13.4M0.31%
104COLUMBIA SPORTSWEAR COCOLM159,467$13.4M0.31%
105CDW CORPCDW76,550$13.3M0.31%
106CHESAPEAKE UTILS CORP165303108109,360$13.3M0.31%
107HOME DEPOT INCHD34,059$13.2M0.31%
108POTLATCHDELTIC CORPORATION737630103335,408$13.2M0.30%
109VERIZON COMMUNICATIONS INCVZ327,136$13.1M0.30%
110PHILIP MORRIS INTL INC718172109107,939$13.0M0.30%
111PEPSICO INCPEP84,071$12.8M0.29%
112CROWDSTRIKE HLDGS INCCRWD36,766$12.6M0.29%
113VISTEON CORPVC141,030$12.5M0.29%
114M & T BK CORP55261F10466,480$12.5M0.29%
115JOHNSON & JOHNSONJNJ84,934$12.3M0.28%
116COMCAST CORP NEWCCZ325,403$12.2M0.28%
117ISHARES TR46428761430,280$12.2M0.28%
118DEVON ENERGY CORP NEW25179M103369,973$12.1M0.28%
119KENVUE INCKVUE560,169$12.0M0.28%
120DIAMONDBACK ENERGY INCFANG70,643$11.6M0.27%
121HUBBELL INCHUBB26,937$11.3M0.26%
122BIOLIFE SOLUTIONS INCBLFS433,815$11.3M0.26%
123APPLIED MATLS INC03822210568,012$11.1M0.25%
124SSGA ACTIVE ETF TR78467V848279,969$11.0M0.25%
125BRIGHT HORIZONS FAM SOL IN D10919410098,528$10.9M0.25%
126CLOUDFLARE INCNET101,199$10.9M0.25%
127AMGEN INCAMGN41,685$10.9M0.25%
128NORTHROP GRUMMAN CORPNOC21,993$10.3M0.24%
129USCB FINANCIAL HOLDINGS INCUSCB570,636$10.1M0.23%
130PRIMIS FINANCIAL CORPFRST868,536$10.1M0.23%
131HUNTINGTON BANCSHARES INCHBANP619,981$10.1M0.23%
132WISDOMTREE TRWT231,527$10.1M0.23%
133ABBOTT LABSABLZF85,475$9.7M0.22%
134BADGER METER INCBMI45,100$9.6M0.22%
135VAIL RESORTS INCMTN51,006$9.6M0.22%
136ROYAL GOLD INCRGLD72,134$9.5M0.22%
137TEXAS ROADHOUSE INCTXRH52,022$9.4M0.22%
138VANGUARD INDEX FDS92290862935,336$9.3M0.22%
139WISDOMTREE TRWT182,997$9.3M0.22%
140THERMO FISHER SCIENTIFIC INCTMO17,901$9.3M0.21%
141MONDAY COM LTDMNDY39,514$9.3M0.21%
142ABACUS LIFE INC00258Y1041,159,000$9.1M0.21%
143IQVIA HLDGS INCIQV46,025$9.0M0.21%
144ABBVIE INCABBV50,709$9.0M0.21%
145FISERV INCFISV43,166$8.9M0.20%
146VERSABANK NEWVBNK636,663$8.8M0.20%
147EXPONENT INCEXPO98,738$8.8M0.20%
148FIRST BANCSHARES INC MISS318916103250,000$8.8M0.20%
149INTERNATIONAL PAPER CO460146103159,578$8.6M0.20%
150VANECK ETF TRUST92189H748160,424$8.5M0.20%
151ISHARES TR46428752338,392$8.3M0.19%
152AMERANT BANCORP INCAMTB364,290$8.2M0.19%
153SSGA ACTIVE ETF TR78467V103293,708$7.9M0.18%
154Q2 HLDGS INCQTWO78,656$7.9M0.18%
155FIRST HORIZON CORPORATIONFHN-PH390,000$7.9M0.18%
156GILEAD SCIENCES INCGILD84,524$7.8M0.18%
157ISHARES TR46436E71877,799$7.8M0.18%
158DICKS SPORTING GOODS INC25339310233,743$7.7M0.18%
159STIFEL FINL CORP86063010272,704$7.7M0.18%
160MONGODB INCMDB32,901$7.7M0.18%
161BP PLCBPPFF258,813$7.7M0.18%
162BWX TECHNOLOGIES INCBWXT68,005$7.6M0.17%
163MICROCHIP TECHNOLOGY INC.MCHPP127,981$7.3M0.17%
164ADOBE INCADBE16,158$7.2M0.17%
165PROCORE TECHNOLOGIES INCPCOR95,652$7.2M0.17%
166VANGUARD INTL EQUITY INDEX F922042775124,595$7.2M0.16%
167ADVANCED MICRO DEVICES INCAMD57,390$6.9M0.16%
168MATADOR RES COMTDR120,689$6.8M0.16%
169CALIFORNIA BANCORPBCAL409,629$6.8M0.16%
170COPART INCCPRT117,548$6.7M0.16%
171ORIGIN BANCORP INCOBK200,000$6.7M0.15%
172TRIUMPH FINANCIAL INCTFIN-P72,022$6.5M0.15%
173BUSINESS FIRST BANCSHARES INBFST250,000$6.4M0.15%
174ISHARES TR46428765528,202$6.2M0.14%
175PINNACLE FINL PARTNERS INC72346Q10454,034$6.2M0.14%
176CASEYS GEN STORES INC14752810315,435$6.1M0.14%
177CLEARWATER ANALYTICS HLDGS ICWAN214,578$5.9M0.14%
178MERIT MED SYS INC58988910460,731$5.9M0.14%
179DATADOG INCDDOG41,055$5.9M0.14%
180ISHARES TR46428730955,013$5.6M0.13%
181VANGUARD INDEX FDS92290873613,526$5.6M0.13%
182SPDR SER TR78468R788127,750$5.5M0.13%
183COCA COLA COKO87,960$5.5M0.13%
184INVESCO EXCH TRADED FD TR IIIVZ77,450$5.4M0.12%
185VANGUARD TAX-MANAGED FDS921943858111,554$5.3M0.12%
186DOW INCDOW132,548$5.3M0.12%
187WISDOMTREE TRWT153,082$5.3M0.12%
188NEOGEN CORPNEOG425,063$5.2M0.12%
189FB FINL CORP30257X104100,000$5.2M0.12%
190WINTRUST FINL CORP97650W10841,264$5.1M0.12%
191ALTRIA GROUP INCMO98,324$5.1M0.12%
192SCHWAB STRATEGIC TR808524839225,950$5.1M0.12%
193HUBSPOT INCHUBS7,321$5.1M0.12%
194SELECT SECTOR SPDR TR81369Y20935,494$4.9M0.11%
195ITT INCITT33,328$4.8M0.11%
196TREX CO INCTREX68,852$4.8M0.11%
197ISHARES TR46428749953,270$4.7M0.11%
198META PLATFORMS INCMETA8,031$4.7M0.11%
199ZSCALER INCZS24,993$4.5M0.10%
200MIDWESTONE FINL GROUP INC NE598511103154,284$4.5M0.10%
201FLUSHING FINL CORP343873105312,248$4.5M0.10%
202BIO-TECHNE CORPTECH61,715$4.4M0.10%
203CIVISTA BANCSHARES INCCIVB200,000$4.2M0.10%
204ATLASSIAN CORPORATIONTEAM16,812$4.1M0.09%
205MARKEL GROUP INCMKL2,317$4.0M0.09%
206OMNICELL COMOMCL89,830$4.0M0.09%
207SOUTHERN STS BANCSHARES INCSOMN120,000$4.0M0.09%
208AIR PRODS & CHEMS INCAIIR13,709$4.0M0.09%
209WEBSTER FINL CORP94789010971,898$4.0M0.09%
210CARDINAL HEALTH INCCAH32,804$3.9M0.09%
211FIRST WESTN FINL INC33751L105196,656$3.8M0.09%
212SYSCO CORPSYY50,148$3.8M0.09%
213INSTALLED BLDG PRODS INC45780R10121,627$3.8M0.09%
214PROVIDENT FINL SVCS INC74386T105200,000$3.8M0.09%
215CARLISLE COS INC14233910010,132$3.7M0.09%
216BYLINE BANCORP INCBY128,172$3.7M0.09%
217WISDOMTREE TRWT33,010$3.6M0.08%
218ONEOK INC NEWOKE35,587$3.6M0.08%
219BROOKLINE BANCORP INC DEL11373M107300,000$3.5M0.08%
220PURE CYCLE CORPPCYO275,400$3.5M0.08%
221OLD DOMINION FREIGHT LINE INODFL19,723$3.5M0.08%
222TESLA INCTSLA8,523$3.4M0.08%
223HOMESTREET INCMCHB300,000$3.4M0.08%
224BROADCOM INCAVGO14,516$3.4M0.08%
225SCHWAB STRATEGIC TR808524300119,371$3.3M0.08%
226SNOWFLAKE INCSNOW21,065$3.3M0.07%
227SPDR SER TR78468R66335,533$3.2M0.07%
228ESSENTIAL PPTYS RLTY TR INC29670E107102,700$3.2M0.07%
229TEXAS INSTRS INC88250810416,565$3.1M0.07%
230DYNATRACE INCDT57,032$3.1M0.07%
231NVR INCNVR361$3.0M0.07%
232GRAPHIC PACKAGING HLDG COGPK108,576$2.9M0.07%
233HEICO CORP NEWHEI-A12,322$2.9M0.07%
234IDEXX LABS INC45168D1047,070$2.9M0.07%
235PROCTER AND GAMBLE CO74271810916,843$2.8M0.07%
236EXXON MOBIL CORPXOM25,926$2.8M0.06%
237SHORE BANCSHARES INCSHBI175,164$2.8M0.06%
238ISHARES TR4642876898,011$2.7M0.06%
239LOCKHEED MARTIN CORPLMT5,500$2.7M0.06%
240MKS INSTRS INCMKSI25,072$2.6M0.06%
241DEERE & CODE6,053$2.6M0.06%
242COASTAL FINL CORP WA19046P20930,000$2.5M0.06%
243CANADIAN PACIFIC KANSAS CITYCP35,112$2.5M0.06%
244CHOICEONE FINL SVCS INC17038610670,928$2.5M0.06%
245AMERIS BANCORPABCB40,365$2.5M0.06%
246WISDOMTREE TRWT57,621$2.5M0.06%
247SOUTHSTATE CORPORATIONSSB25,252$2.5M0.06%
248FINANCIAL INSTNS INC31758540489,021$2.4M0.06%
249HONEYWELL INTL INC43851610610,632$2.4M0.06%
250FASTENAL COFAST33,277$2.4M0.06%
251FIDELITY COVINGTON TRUST31609280812,874$2.4M0.05%
252ISHARES TR46428716818,127$2.4M0.05%
253ORACLE CORPORCL-PD14,182$2.4M0.05%
254ENTERPRISE PRODS PARTNERS L29379210774,411$2.3M0.05%
255INTUITIVE SURGICAL INCISRG4,453$2.3M0.05%
256BANC OF CALIFORNIA INCBANC-PF150,000$2.3M0.05%
257INVESCO EXCHANGE TRADED FD TIVZ13,177$2.3M0.05%
258WELLS FARGO CO NEW9497468041,928$2.3M0.05%
259STEEL DYNAMICS INCSTLD19,762$2.3M0.05%
260PRUDENTIAL FINL INCPUKPF18,804$2.2M0.05%
261AAON INCAAON18,503$2.2M0.05%
262TRIMBLE INCTRMB30,598$2.2M0.05%
263GRAYSCALE BITCOIN TRUST ETFGBTC28,721$2.1M0.05%
264NICOLET BANKSHARES INCNIC20,000$2.1M0.05%
265NEXTERA ENERGY INCNEE-PW27,957$2.0M0.05%
266AUTOMATIC DATA PROCESSING INADP6,761$2.0M0.05%
267LIVE OAK BANCSHARES INCLOB-PA50,000$2.0M0.05%
268FIRST FNDTN INC32026V104315,500$2.0M0.05%
269HEICO CORP NEWHEI-A10,400$1.9M0.04%
270CRISPR THERAPEUTICS AGCRSP49,061$1.9M0.04%
271MID PENN BANCORP INCMPB65,992$1.9M0.04%
272ISHARES TR46434V10037,912$1.9M0.04%
273DIGIMARC CORP NEWDMRC50,333$1.9M0.04%
274MCDONALDS CORPMCD6,486$1.9M0.04%
275FLAGSTAR FINANCIAL INCFLG-PU199,802$1.9M0.04%
276ALEXANDRIA REAL ESTATE EQ IN01527110919,002$1.9M0.04%
277SELECT SECTOR SPDR TR81369Y10022,017$1.9M0.04%
278ISHARES TR46428868756,629$1.8M0.04%
279OLD SECOND BANCORP INC ILLOSBC100,000$1.8M0.04%
280PURE STORAGE INC74624M10228,770$1.8M0.04%
281EMERSON ELEC COEMR14,144$1.8M0.04%
282CATERPILLAR INCCAT4,804$1.7M0.04%
283ISHARES TR4642875989,389$1.7M0.04%
284GARTNER INCIT3,564$1.7M0.04%
285VANGUARD INDEX FDS9229087695,907$1.7M0.04%
286DIMENSIONAL ETF TRUST25434V72440,775$1.7M0.04%
287WISDOMTREE TRWT15,630$1.7M0.04%
288AMPLIFY ETF TR03210866422,333$1.7M0.04%
289DUKE ENERGY CORP NEWDUKB15,406$1.7M0.04%
290ISHARES TR46428723439,255$1.6M0.04%
291SERVICENOW INCNOW1,525$1.6M0.04%
292JFROG LTDFROG54,727$1.6M0.04%
293BANK AMERICA CORP0605056821,318$1.6M0.04%
294INTERCONTINENTAL EXCHANGE IN45866F10410,628$1.6M0.04%
295VANGUARD SCOTTSDALE FDS92206C68014,731$1.5M0.04%
296DIMENSIONAL ETF TRUST25434V60926,011$1.4M0.03%
297US BANCORP DELUSB-PS30,265$1.4M0.03%
298COSTCO WHSL CORP NEW22160K1051,576$1.4M0.03%
299VERACYTE INCVCYT36,418$1.4M0.03%
300QUALCOMM INCQCOM9,388$1.4M0.03%
301STELLAR BANCORP INCSTEL50,000$1.4M0.03%
302ISHARES TR46428722614,627$1.4M0.03%
303VANGUARD SCOTTSDALE FDS92206C7305,296$1.4M0.03%
304EXACT SCIENCES CORP30063P10524,896$1.4M0.03%
305DIMENSIONAL ETF TRUST25434V50021,354$1.4M0.03%
306BANK AMERICA CORP06050510430,923$1.4M0.03%
307SCHWAB STRATEGIC TR80852410259,324$1.3M0.03%
308EDWARDS LIFESCIENCES CORPEW17,838$1.3M0.03%
309PROSHARES TR74348A46713,121$1.3M0.03%
310WALMART INCWMT14,379$1.3M0.03%
311RITHM CAPITAL CORPRITM-PF119,433$1.3M0.03%
312KLA CORPKLAC2,036$1.3M0.03%
313SONOCO PRODS CO83549510226,154$1.3M0.03%
314SELECT SECTOR SPDR TR81369Y8035,381$1.3M0.03%
315SELECT SECTOR SPDR TR81369Y60525,365$1.2M0.03%
316GE AEROSPACE3696043017,334$1.2M0.03%
317MPLX LPMPLXP25,385$1.2M0.03%
318JACOBS SOLUTIONS INCJ8,788$1.2M0.03%
319BRISTOL-MYERS SQUIBB COCELG-RI20,535$1.2M0.03%
320PNC FINL SVCS GROUP INC6934751055,999$1.2M0.03%
321ISHARES TR4642874086,014$1.1M0.03%
322INSULET CORPPODD4,314$1.1M0.03%
323GALLAGHER ARTHUR J & CO3635761093,923$1.1M0.03%
324TE CONNECTIVITY PLCTEL7,674$1.1M0.03%
325ISHARES TR4642877216,862$1.1M0.03%
3263M COMMM8,372$1.1M0.02%
327NORFOLK SOUTHN CORP6558441084,604$1.1M0.02%
328CISCO SYS INCCSCO18,248$1.1M0.02%
329FULL HSE RESORTS INC359678109260,000$1.1M0.02%
330CYBERARK SOFTWARE LTDM2682V1083,165$1.1M0.02%
331CHAMPION HOMES INCSKY11,902$1.0M0.02%
332EATON CORP PLCETN3,131$1.0M0.02%
333SPDR SER TR78464A50819,939$1.0M0.02%
334FEDEX CORPFDX3,615$1.0M0.02%
335PFIZER INCPFE37,806$1.0M0.02%
336NOVO-NORDISK A SNONOF11,632$1.0M0.02%
337VALMONT INDS INC9202531013,243$994,5310.02%
338ISHARES TR46434V62116,095$987,2670.02%
339SPDR SER TR78464A6315,919$981,4890.02%
340CORVEL CORPCRVL8,709$968,9630.02%
341EATON VANCE TAX-MANAGED BUY-ETN66,961$964,9120.02%
342NORTHERN TR CORPNTRSO9,394$962,8850.02%
343ATLANTIC UN BANKSHARES CORP04911A10725,000$947,0000.02%
344VANGUARD WHITEHALL FDS9219464067,414$945,9890.02%
345INVESCO QQQ TRIVZ1,809$924,3220.02%
346ENERGY TRANSFER L PET-PI46,634$913,5600.02%
347OCEANFIRST FINL CORP67523410850,000$905,0000.02%
348CONOCOPHILLIPSCOP9,113$903,6940.02%
349WELLS FARGO CO NEW94974610112,679$890,5740.02%
350JANUS DETROIT STR TR47103U84517,169$870,6400.02%
351CAREDX INCCDNA40,547$868,1110.02%
352CBRE GROUP INCCBRE6,513$855,0920.02%
353NETFLIX INCNFLX953$849,4290.02%
354PHILLIPS EDISON & CO INCPECO22,446$840,8180.02%
355GOLDMAN SACHS ETF TRNVGLF16,919$836,6440.02%
356ELLINGTON FINANCIAL INCEFC-PD68,410$829,1290.02%
357VANGUARD INDEX FDS9229087444,797$812,1400.02%
358SPDR SER TR78464A79714,587$809,1410.02%
359VANGUARD SCOTTSDALE FDS92206C7149,946$808,1120.02%
360IOVANCE BIOTHERAPEUTICS INCIOVA108,637$803,9140.02%
361STERIS PLCSTE3,769$774,7560.02%
362BROOKFIELD CORP11271J10713,292$763,6250.02%
363SPDR SER TR78464A3599,793$762,7770.02%
364RAYMOND JAMES FINL INC7547301094,870$756,4570.02%
365ELEVANCE HEALTH INCELV2,042$753,2940.02%
366WILLIAMS COS INC96945710013,876$750,9690.02%
367ISHARES TR46428827312,268$745,2810.02%
368DONALDSON INCDCI11,008$741,3890.02%
369VERALTO CORPVLTO7,144$727,6170.02%
370SARATOGA INVT CORP80349A20830,000$717,6000.02%
371NBT BANCORP INCNBTB15,000$716,4000.02%
372VAXCYTE INCPCVX8,616$705,3060.02%
373MFA FINL INC55272X60768,968$702,7840.02%
374BLACKSTONE INCBX4,062$700,3210.02%
375TARGA RES CORPTRGP3,868$690,4380.02%
376VERTEX PHARMACEUTICALS INCVRTX1,710$688,6170.02%
377BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.02%
378GOLDMAN SACHS GROUP INCGSCE1,183$677,2250.02%
379LINDE PLCLIN1,575$659,4060.02%
380CALAMOS CONV & HIGH INCOME F12811P10853,820$653,3750.02%
381DIMENSIONAL ETF TRUST25434V40110,227$651,9440.02%
382ATI INCATI11,825$650,8480.02%
383LULULEMON ATHLETICA INCLULU1,652$631,7420.01%
384MARATHON PETE CORPMARA4,511$629,2840.01%
385BLOCK H & R INCBSQKZ11,632$614,6350.01%
386VANGUARD SCOTTSDALE FDS92206C6232,921$613,8190.01%
387AGILENT TECHNOLOGIES INCA4,495$603,8660.01%
388DYNEX CAP INCDX-PC47,330$598,7240.01%
389J P MORGAN EXCHANGE TRADED F46641Q33210,316$593,4520.01%
390MARRIOTT INTL INC NEW5719032022,119$591,0740.01%
391HUMANA INCHUM2,299$583,2790.01%
392AMERICAN CENTY ETF TR0250728855,977$579,3880.01%
393ECOLAB INCECL2,449$573,8870.01%
394MOODYS CORPMCO1,208$571,8310.01%
395ANSYS INC03662Q1051,678$566,0400.01%
396VANGUARD INDEX FDS9229083631,046$563,5960.01%
397STARBUCKS CORPSBUX6,075$554,3540.01%
398SPDR SER TR78468R85312,322$553,5020.01%
399RUNWAY GROWTH FINANCE CORPRWAYL50,000$548,0000.01%
400NEW YORK MTG TR INCADAMZ90,330$547,4000.01%
401VANGUARD STAR FDS9219097689,247$544,9270.01%
402ISHARES TR46434V40712,720$542,0170.01%
403REDWOOD TRUST INCRWTQ82,840$540,9450.01%
404BNY MELLON MUN BD INFRASTRUC09662W10950,177$519,3320.01%
405DUOLINGO INCDUOL1,590$515,5260.01%
406WISDOMTREE TRWT10,220$514,2700.01%
407MONDELEZ INTL INC6092071058,566$511,6480.01%
408VULCAN MATLS CO9291601091,966$505,7140.01%
409WP CAREY INC92936U1099,218$502,1970.01%
410PALANTIR TECHNOLOGIES INCPLTR6,584$497,9480.01%
411AMERICAN EXPRESS COAXP1,677$497,7180.01%
412FORTUNE BRANDS INNOVATIONS IFBIN7,207$492,4550.01%
413WHIRLPOOL CORPWHR-PA4,298$492,0350.01%
414OREILLY AUTOMOTIVE INC67103H107404$479,0640.01%
415RB GLOBAL INCRBA5,272$475,5870.01%
416KIMBERLY-CLARK CORPKMB3,575$468,5040.01%
417BELDEN INCBDC4,050$456,0700.01%
418INGERSOLL RAND INCIR5,022$454,2910.01%
419SHELL PLCRYDAF7,172$449,3270.01%
420CASELLA WASTE SYS INCCWST4,238$448,4230.01%
421DOVER CORPDOV2,379$446,2520.01%
422SPDR SER TR78464A67215,994$445,9130.01%
423BOEING COBA-PA2,387$422,4120.01%
424VANGUARD INTL EQUITY INDEX F9220428589,431$415,3580.01%
425SPDR SER TR78464A7633,103$409,9150.01%
426VANGUARD SCOTTSDALE FDS92206C6644,582$409,3100.01%
427ILLUMINA INCILMN3,058$408,6410.01%
428ISHARES INC46434G8226,083$408,1690.01%
429ISHARES TR4642888777,776$408,0070.01%
430FIDELITY NATL INFORMATION SV31620M1065,013$404,8690.01%
431IRON MTN INC DEL46284V1013,813$400,7850.01%
432ISHARES TR4642877626,721$391,6330.01%
433PAYPAL HLDGS INCPYPL4,576$390,5620.01%
434VANGUARD INDEX FDS9229086111,955$387,4490.01%
435ENBRIDGE INCENNPF9,070$384,8410.01%
436WORKDAY INCWDAY1,484$382,9170.01%
437AUTODESK INCADSK1,281$378,6250.01%
438HESS MIDSTREAM LPHESM10,139$375,4470.01%
439FTAI AVIATION LTDFTAIN2,570$370,1830.01%
440VANGUARD SCOTTSDALE FDS92206C6492,528$365,5740.01%
441DBX ETF TR2330512008,619$356,8160.01%
442KEYSIGHT TECHNOLOGIES INCKEYS2,207$354,4600.01%
443ISHARES TR46432F3391,989$354,2320.01%
444VANGUARD INDEX FDS9229087511,474$354,1730.01%
445INTELLIA THERAPEUTICS INCNTLA29,881$348,4120.01%
446CAMDEN PPTY TR1331311023,001$348,2360.01%
447ROCKWELL AUTOMATION INCROK1,215$347,2350.01%
448LAM RESEARCH CORPLRCX4,786$345,6930.01%
449AT&T INCT-PC15,045$342,5680.01%
450GE VERNOVA INCGEV1,006$330,9040.01%
451INDEPENDENT BK CORP MASS4538361085,097$327,1760.01%
452VANGUARD BD INDEX FDS92203C3036,574$326,2020.01%
453COGNEX CORPCGNX8,950$320,9470.01%
454ALLOGENE THERAPEUTICS INCALLO149,577$318,5990.01%
455NIKE INCNKE4,200$317,8770.01%
456CINTAS CORPCTAS1,739$317,7150.01%
457SPDR INDEX SHS FDS78463X84811,321$316,3070.01%
458AMERICAN HOMES 4 RENTAMH-PG8,316$311,1850.01%
459FIRST TR VALUE LINE DIVID IN33734H1067,039$307,1840.01%
460XCEL ENERGY INCXELLL4,542$306,6760.01%
461DIMENSIONAL ETF TRUST25434V8078,421$298,7700.01%
462ISHARES TR4642878872,197$297,4080.01%
463AVITA MEDICAL INCAVHHL23,000$294,4000.01%
464CHIPOTLE MEXICAN GRILL INCCMG4,847$292,2740.01%
465CONSTELLIUM SECSTM28,150$289,1000.01%
466KROGER COKR4,662$285,0810.01%
467CONSTELLATION BRANDS INCSTZ1,287$284,4340.01%
468BARINGS BDC INCBBDC29,372$281,0900.01%
469CARA THERAPEUTICS INCTVRD45,333$277,4420.01%
470AGNC INVT CORP00123Q10430,074$276,9820.01%
471TCW ETF TRUST29287L6018,362$274,7750.01%
472GENERAL DYNAMICS CORPGD1,038$273,5970.01%
473AMPHENOL CORP NEW0320951013,931$273,0080.01%
474VANGUARD WORLD FD9219107332,590$271,6650.01%
475BANCROFT FD LTD05969510615,000$265,6500.01%
476ROPER TECHNOLOGIES INCROP503$261,7160.01%
477LPL FINL HLDGS INC50212V100801$261,4850.01%
478TRAVELERS COMPANIES INCTRV1,083$260,9900.01%
479VEEVA SYS INCVEEV1,240$260,7100.01%
480CORECARD CORPORATION45816D10011,400$258,7800.01%
481J P MORGAN EXCHANGE TRADED F46641Q8375,137$258,7700.01%
482TRUIST FINL CORP89832Q1095,947$257,9820.01%
483TRANSDIGM GROUP INCTDG202$255,9910.01%
484RENASANT CORPRNST7,115$254,3460.01%
485CARTER BANKSHARES INCCARE14,117$248,3180.01%
486GLOBAL X FDS37954Y8893,497$247,7270.01%
487PIMCO ETF TR72201R7182,573$244,3880.01%
488SCHWAB STRATEGIC TR8085244099,355$243,8850.01%
489VIKING THERAPEUTICS INCVKTX6,034$242,8080.01%
490NEXPOINT RESIDENTIAL TR INCNXRT5,760$240,4800.01%
491J P MORGAN EXCHANGE TRADED F46641Q1914,339$240,4670.01%
492DIMENSIONAL ETF TRUST25434V7086,886$238,1870.01%
493ROSS STORES INCROST1,543$233,3400.01%
494HOWMET AEROSPACE INCHWM2,132$233,1770.01%
495WASTE MGMT INC DEL94106L1091,144$230,7970.01%
496MCCORMICK & CO INCMKC-V3,019$230,1690.01%
497EQUITY LIFESTYLE PPTYS INC29472R1083,332$221,9110.01%
498WATERSTONE FINL INC MD94188P10116,489$221,6120.01%
499ISHARES INC46434G1034,209$219,7890.01%
500BANK MONTREAL QUE0636711012,264$219,7210.01%