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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

M&R CAPITAL MANAGEMENT INC

Quarter ended Q1 2024 · Filed April 2, 2024 · Accession 0001214659-24-005825

Total Value
$408.3M
Positions
549
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL169,877$29.1M7.14%
2BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A63,383$26.6M6.52%
3BROADCOM INC COMAVGO20,006$26.5M6.49%
4ALPHABET INC CAP STK CL AGOOG128,756$19.4M4.76%
5LOWES COS INC COM54866110770,917$18.1M4.42%
6MERCK & CO INC COMMRK123,652$16.3M4.00%
7VISA INC COM CL AV53,755$15.0M3.67%
8AMAZON COM INC COMAMZN79,328$14.3M3.50%
9MICROSOFT CORP COMMSFT28,965$12.2M2.99%
10CVS HEALTH CORP COMCVS148,476$11.8M2.90%
11JPMORGAN CHASE & CO COMVYLD56,069$11.2M2.75%
12DEVON ENERGY CORP NEW COM25179M103174,675$8.8M2.14%
13FISERV INC COMFISV54,328$8.7M2.13%
14ALPHABET INC CAP STK CL CGOOG55,011$8.4M2.05%
15JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q837145,411$7.3M1.80%
16PEPSICO INC COMPEP40,150$7.0M1.72%
17CITIZENS FINL GROUP INC COMCIA187,476$6.8M1.66%
183M CO COMMMM53,613$5.7M1.39%
19CITIGROUP INC COM NEWC-PR81,731$5.2M1.27%
20ACCENTURE PLC IRELAND SHS CLASS AACN14,918$5.2M1.27%
21NVIDIA CORPORATION COMNVDA5,618$5.1M1.24%
22NORFOLK SOUTHN CORP COM65584410819,498$5.0M1.22%
23COSTCO WHSL CORP NEW COM22160K1056,575$4.8M1.18%
24FEDEX CORP COMFDX16,358$4.7M1.16%
25COMCAST CORP NEW CL ACCZ89,500$3.9M0.95%
26LIBERTY MEDIA CORP DEL COM LBTY SRM S AFWONB127,210$3.8M0.93%
27JOHNSON & JOHNSON COMJNJ23,395$3.7M0.91%
28UNION PAC CORP COMUNP13,479$3.3M0.81%
29COCA COLA CO COMKO52,775$3.2M0.79%
30HOME DEPOT INC COMHD8,354$3.2M0.79%
31EXXON MOBIL CORP COMXOM27,202$3.2M0.77%
32EAST WEST BANCORP INC COMEWBC38,472$3.0M0.75%
33UNITEDHEALTH GROUP INC COMUNH6,140$3.0M0.74%
34LAMB WESTON HLDGS INC COMLW27,358$2.9M0.71%
35CSX CORP COMCSX78,145$2.9M0.71%
36ABBVIE INC COMABBV15,625$2.8M0.70%
37KROGER CO COMKR48,775$2.8M0.68%
38BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$2.5M0.62%
39ABBOTT LABS COMABLZF20,969$2.4M0.58%
40PROCTER AND GAMBLE CO COM74271810914,250$2.3M0.57%
41ARCH CAP GROUP LTD ORDG0450A10523,202$2.1M0.53%
42ISHARES BIOTECHNOLOGY ETF46428755615,571$2.1M0.52%
43EATON CORP PLC SHSETN6,800$2.1M0.52%
44COLGATE PALMOLIVE CO COMCL23,388$2.1M0.52%
45CANADIAN PACIFIC KANSAS CITY COMCP21,209$1.9M0.46%
46CROWDSTRIKE HLDGS INC CL ACRWD5,504$1.8M0.43%
47SALESFORCE INC COMCRM5,392$1.6M0.40%
48MASTERCARD INCORPORATED CL AMA3,199$1.5M0.38%
49ELI LILLY & CO COMLLY1,772$1.4M0.34%
50PHILLIPS 66 COMPSX8,413$1.4M0.34%
51STRYKER CORPORATION COMSYK3,504$1.3M0.31%
52CANADIAN NATL RY CO COM1363751028,884$1.2M0.29%
53MCDONALDS CORP COMMCD4,115$1.2M0.28%
54TJX COS INC NEW COM87254010911,366$1.2M0.28%
55ISHARES RUSSELL 2000 ETF4642876555,454$1.1M0.28%
56ARISTA NETWORKS INC COMANET3,950$1.1M0.28%
57TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8035,477$1.1M0.28%
58MONDELEZ INTL INC CL A60920710516,075$1.1M0.28%
59CHEVRON CORP NEW COMCVX7,109$1.1M0.27%
60CACI INTL INC CL A1271903042,883$1.1M0.27%
61PFIZER INC COMPFE36,554$1.0M0.25%
62AFLAC INC COMAFL11,809$1.0M0.25%
63BLACKSTONE INC COMBX7,597$998,0180.24%
64LIBERTY MEDIA CORP DEL COM LBTY SRM S CFWONB32,748$972,1140.24%
65THE CIGNA GROUP COM1255231002,392$868,8690.21%
66NEXTERA ENERGY INC COMNEE-PW13,551$865,8310.21%
67BANK NEW YORK MELLON CORP COM06405810015,045$865,4070.21%
68ALLSTATE CORP COMALL-PJ4,979$861,4170.21%
69CONOCOPHILLIPS COMCOP6,587$838,3330.21%
70HENRY SCHEIN INC COMHSIC11,038$832,9240.20%
71SCHLUMBERGER LTD COM STKSLB14,439$791,3900.19%
72BANK AMERICA CORP COM06050510420,193$765,5040.19%
73HONEYWELL INTL INC COM4385161063,706$760,7210.19%
74SYNOVUS FINL CORP COM NEW87161C50117,961$719,5280.18%
75AUTOMATIC DATA PROCESSING INC COMADP2,724$679,7890.17%
76LINDE PLC SHSLIN1,444$670,4780.16%
77YUM BRANDS INC COMYUM4,505$624,6180.15%
78HERSHEY CO COMHSY3,109$604,2050.15%
79BECTON DICKINSON & CO COMBDX2,433$602,0460.15%
80GENERAL MLS INC COM3703341048,470$592,2290.15%
81CHUBB LIMITED COMCB2,070$535,9490.13%
82STATE STR CORP COMSTT-PG6,890$532,3640.13%
83AMERICAN EXPRESS CO COMAXP2,222$505,9830.12%
84INSIGHT SELECT INCOME FD COM45781W10930,653$505,4680.12%
85SPDR GOLD SHARESGLD2,370$487,5560.12%
86PERRIGO CO PLC SHSPRGO14,717$473,7400.12%
87ARES CAPITAL CORP COMARCC21,954$457,0820.11%
88FIRST TRUST SMALL CAP VALUE ALPHADEX FUND33737M4098,320$452,0260.11%
89AMERICAN WTR WKS CO INC NEW COM0304201033,580$437,1280.11%
90PUBLIC SVC ENTERPRISE GRP INC COM7445731066,116$408,4260.10%
91WALMART INC COMWMT6,712$403,8560.10%
92FASTENAL CO COMFAST5,134$396,0930.10%
93ISHARES MORNINGSTAR MID-CAP VALUE ETF4642884065,445$395,0350.10%
94L3HARRIS TECHNOLOGIES INC COMLHX1,802$384,0050.09%
95US BANCORP DEL COM NEWUSB-PS8,550$381,0560.09%
96BERKLEY W R CORP COMWRB-PH4,000$353,7600.09%
97INTERNATIONAL BUSINESS MACHS COMINTR1,765$337,0210.08%
98SPDR S&P REGIONAL BANKING ETF78464A6986,548$329,2330.08%
99NOVARTIS AG SPONSORED ADRNVSEF3,308$319,9830.08%
100INTEL CORP COMINTC7,150$315,4160.08%
101VICI PPTYS INC COM92565210910,569$314,8510.08%
102ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886466,100$312,8080.08%
103MEDTRONIC PLC SHSMDT3,569$310,7520.08%
104VANECK SEMICONDUCTOR ETF92189F6761,378$310,0360.08%
105SPDR S&P 500 ETF TRUSTSPY587$307,0420.08%
106BRISTOL-MYERS SQUIBB CO COMCELG-RI5,635$305,5690.07%
107S&P GLOBAL INC COMSPGI720$305,0040.07%
108ISHARES MSCI EAFE ETF4642874653,801$303,5140.07%
109PNC FINL SVCS GROUP INC COM6934751051,852$299,1070.07%
110QUALCOMM INC COMQCOM1,724$291,7880.07%
111REPUBLIC SVCS INC COM7607591001,512$289,6420.07%
112ISHARES RUSSELL 1000 VALUE ETF4642875981,596$285,9300.07%
113CONSOLIDATED EDISON INC COMED3,034$275,5310.07%
114FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10815,335$265,6070.07%
115DUKE ENERGY CORP NEW COM NEWDUKB2,557$247,2870.06%
116PARKER-HANNIFIN CORP COMPH443$246,3000.06%
117ZOETIS INC CL AZTS1,440$243,3730.06%
118GOLDMAN SACHS GROUP INC COMGSCE580$242,2600.06%
119ESSEX PPTY TR INC COM297178105962$235,4380.06%
120VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,683$232,5490.06%
121WASTE MGMT INC DEL COM94106L1091,081$230,4160.06%
122WELLS FARGO CO NEW COM9497461013,954$228,7510.06%
123VERTEX PHARMACEUTICALS INC COMVRTX525$219,4550.05%
124PHILIP MORRIS INTL INC COM7181721092,335$213,9330.05%
125RTX CORPORATION COMRTX2,133$208,0690.05%
126DIAGEO PLC SPON ADR NEWDGEAF1,385$206,3030.05%
127LOEWS CORP COML2,600$203,5540.05%
128CISCO SYS INC COMCSCO4,048$202,0480.05%
129ORACLE CORP COMORCL-PD1,584$198,9660.05%
130OGE ENERGY CORP COMOGE5,766$197,7740.05%
131DISNEY WALT CO COM2546871061,572$191,5480.05%
132TORONTO DOMINION BK ONT COM NEWTORO3,137$189,7200.05%
133ISHARES CORE S&P SMALL CAP ETF4642878041,694$187,1840.05%
134AMGEN INC COMAMGN652$185,5910.05%
135CATERPILLAR INC COMCAT500$183,2150.04%
136INVESCO QQQ TRUST SERIES IIVZ412$182,9320.04%
137MORGAN STANLEY COM NEWMS-PQ1,887$177,6370.04%
138EMPIRE ST RLTY OP L P UNIT LTD PRTNSP29210210017,692$176,3890.04%
139BAXTER INTL INC COM0718131094,090$174,7870.04%
140JABIL INC COMJBL1,273$170,5200.04%
141SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7884,066$165,5220.04%
142ISHARES RUSSELL 1000 ETF464287622573$165,0410.04%
143FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DYNAMIC INDEX FUND FLEXSHARES INTFLEX5,730$164,9780.04%
144DEXCOM INC COMDXCM1,182$163,9430.04%
145JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF SUSTAINABLE MUNICIPAL INCOME ETF46654Q8153,229$162,6860.04%
146ONEOK INC NEW COMOKE1,949$156,2510.04%
147AIR PRODS & CHEMS INC COMAIIR634$153,6470.04%
148LIGAND PHARMACEUTICALS INC COM NEWLGNZZ2,000$146,2000.04%
149CHART INDS INC COM16115Q308885$145,7770.04%
150REGENERON PHARMACEUTICALS COMREGN150$144,9450.04%
151VERIZON COMMUNICATIONS INC COMVZ3,416$143,3560.04%
152TAPESTRY INC COMTPR3,000$142,4400.03%
153NATIONAL GRID PLC SPONSORED ADR NENMPWP1,993$135,9620.03%
154IRON MTN INC DEL COM46284V1011,691$135,6210.03%
155ADVANCED MICRO DEVICES INC COMAMD744$134,1950.03%
156AVERY DENNISON CORP COMAVY600$133,9500.03%
157FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND33737J3073,445$133,3560.03%
158REALTY INCOME CORP COMO2,416$130,7050.03%
159AMERICAN ELEC PWR CO INC COM0255371011,490$128,2890.03%
160SPDR PORTFOLIO S&P 500 ETF78464A8542,083$128,1730.03%
161DANAHER CORPORATION COM235851102512$127,8570.03%
162MCCORMICK & CO INC COM NON VTGMKC-V1,668$127,2750.03%
163ALTRIA GROUP INC COMMO2,854$124,4990.03%
164ISHARES U.S. HEALTHCARE ETF4642877622,000$123,8000.03%
165QUEST DIAGNOSTICS INC COMDGX908$119,4290.03%
166FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q4081,975$117,7500.03%
167ISHARES CORE S&P MID-CAP ETF4642875071,889$114,7410.03%
168VANGUARD RUSSELL 1000 ETF92206C730480$114,3940.03%
169SPDR S&P BIOTECH ETF78464A8701,200$113,8680.03%
170POTLATCHDELTIC CORPORATION COM7376301032,400$112,8480.03%
171SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A3591,500$109,5600.03%
172INTERCONTINENTAL EXCHANGE INC COM45866F104793$109,0280.03%
173ALLIANT ENERGY CORP COMLNT2,158$108,7790.03%
174RITHM CAPITAL CORP COM NEWRITM-PF9,465$105,6290.03%
175NATIONAL BANKSHARES INC VA COMNBHC3,072$102,6360.03%
176ADOBE INC COMADBE200$100,9200.02%
177ISHARES CORE S&P 500 ETF464287200188$98,8370.02%
178ZIMMER BIOMET HOLDINGS INC COMZBH747$98,7910.02%
179SOUTHERN CO COMSOMN1,350$96,8490.02%
180VANGUARD MID-CAP VALUE ETF922908512615$95,8850.02%
181EMERSON ELEC CO COMEMR844$95,6900.02%
182OCCIDENTAL PETE CORP COM6745991051,460$94,8850.02%
183SEMPRA COMSREA1,250$89,7880.02%
184SPDR S&P MIDCAP 400 ETF TRUSTMDY160$89,0240.02%
185FORTIVE CORP COMFTV1,000$86,0200.02%
186ISHARES GOLD TRUSTIAU2,000$84,0200.02%
187LOCKHEED MARTIN CORP COMLMT184$83,4740.02%
188ISHARES GLOBAL TECH ETF4642872911,092$81,6760.02%
189CARRIER GLOBAL CORPORATION COMCARR1,405$81,6730.02%
190DISCOVER FINL SVCS COM254709108622$81,5380.02%
191SHELL PLC SPON ADSRYDAF1,214$81,3870.02%
192INVESCO S&P 500 EQUAL WEIGHT ETFIVZ474$80,2810.02%
193CONSTELLATION BRANDS INC CL ASTZ295$80,1690.02%
194MOODYS CORP COMMCO200$78,6060.02%
195MARKEL GROUP INC COMMKL50$76,3680.02%
196NIKE INC CL BNKE805$75,6540.02%
197SONOCO PRODS CO COM8354951021,298$75,0490.02%
198ISHARES U.S. AEROSPACE & DEFENSE ETF464288760560$73,8810.02%
199VERALTO CORP COM SHSVLTO823$72,9670.02%
200UNIVERSAL HEALTH RLTY INCOME T SH BEN INT91359E1051,976$72,5210.02%
201BROOKFIELD RENEWABLE CORP CL A SUB VTGBEPC2,929$71,9660.02%
202OTIS WORLDWIDE CORP COMOTIS723$71,7720.02%
203VANGUARD DIVIDEND APPRECIATION ETF921908844392$71,6130.02%
204NORTHROP GRUMMAN CORP COMNOC146$69,8840.02%
205ASSURED GUARANTY LTD COMAGO800$69,8000.02%
206PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R833690$69,3730.02%
207YUM CHINA HLDGS INC COMYUMC1,715$68,2400.02%
208PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B680859$67,4830.02%
209TRUIST FINL CORP COM89832Q1091,736$67,1410.02%
210SERVICE CORP INTL COM817565104902$66,9520.02%
211UNITED PARCEL SERVICE INC CL BUPS447$66,3870.02%
212SYSCO CORP COMSYY804$65,2740.02%
213ENTERPRISE PRODS PARTNERS L P COM2937921072,200$64,1960.02%
214ESSENTIAL PPTYS RLTY TR INC COM29670E1072,370$63,1920.02%
215ASTRAZENECA PLC SPONSORED ADRAZN889$60,2300.01%
216TANGER INC COMSKT2,000$59,0600.01%
217ALLETE INC COM NEW018522300985$58,7480.01%
218ILLINOIS TOOL WKS INC COM452308109218$58,4960.01%
219OMNICOM GROUP INC COMOMC610$58,4200.01%
220GENERAL DYNAMICS CORP COMGD204$57,5450.01%
221SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8471,078$57,4990.01%
222FLEXSHARES QUALITY DIVIDEND INDEX FUND FLEXSHARES QUALITY DIVIDEND INDEX FUFLEX871$57,4080.01%
223TARGET CORP COMTGT324$57,3930.01%
224GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF787$57,2900.01%
225COMMUNITY TR BANCORP INC COM2041491081,340$57,1470.01%
226TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100400$54,4200.01%
227PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467529$53,6460.01%
228INVESCO LARGE CAP GROWTH ETFIVZ592$52,8600.01%
229LABORATORY CORP AMER HLDGS COM NEW50540R409237$51,3970.01%
230BANCFIRST CORP COMBANFP575$50,6170.01%
231SPDR S&P 600 SMALL CAP GROWTH ETF78464A201551$48,0770.01%
232COMMUNITY BK SYS INC COMCBU1,000$48,0300.01%
233FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302232$47,5810.01%
234VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409583$45,0540.01%
235CAMPBELL SOUP CO COMCPB1,000$44,4500.01%
236WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUNDWT2,000$44,0600.01%
237ALERIAN MLP INDEX ETN DUE MAY 24 2024VYLD1,500$42,7350.01%
238GENUINE PARTS CO COMGPC267$41,3870.01%
239ISHARES CORE MSCI EAFE ETF46432F842550$40,8210.01%
240SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853946$40,7310.01%
241WISDOMTREE EUROPE HEDGED EQUITY FUNDWT825$39,8410.01%
242WEYERHAEUSER CO MTN BE COM NEWWY1,107$39,7520.01%
243INVESCO VALUE MUN INCOME TR COMIVZ3,300$39,6000.01%
244STARBUCKS CORP COMSBUX433$39,5720.01%
245CELANESE CORP DEL COMCE230$39,4500.01%
246PAYCHEX INC COMPAYX320$39,2960.01%
247LIBERTY GLOBAL LTD COM CL ALBTYK2,312$39,1190.01%
248COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852475$38,7890.01%
249WARNER BROS DISCOVERY INC COM SER AWBD4,380$38,2370.01%
250WILLIAMS COS INC COM969457100960$37,4110.01%
251MOTOROLA SOLUTIONS INC COM NEWMSI102$36,2080.01%
252ISHARES MSCI USA MIN VOL FACTOR ETF46429B697430$35,9390.01%
253SCHWAB U.S. LARGE-CAP GROWTH ETF808524300382$35,4450.01%
254ISHARES CORE HIGH DIVIDEND ETF46429B663322$35,4430.01%
255FIRST TRUST MUNICIPAL HIGH INCOME ETF33739P301715$34,4490.01%
256STANLEY BLACK & DECKER INC COMSWK347$33,9530.01%
257FIDELITY NASDAQ COMPOSITE INDEX ETF315912808525$33,8100.01%
258EVERCORE INC CLASS AEVR170$32,7400.01%
259EOG RES INC COMEOG255$32,5990.01%
260EVERGY INC COMEVRG610$32,5620.01%
261ATLANTA BRAVES HLDGS INC COM SER CBATRB838$32,4660.01%
262VANECK GOLD MINERS ETF92189F1061,000$30,9600.01%
263ISHARES PREFERRED & INCOME SECURITIES ETF464288687950$30,6190.01%
264WESTERN ASSET INVESTMENT GRADE COM95766T1002,500$30,4750.01%
265NETFLIX INC COMNFLX50$30,3670.01%
266METLIFE INC COMMET-PF406$30,0560.01%
267KEYSIGHT TECHNOLOGIES INC COMKEYS190$29,7120.01%
268NUVEEN SELECT MAT MUN FD SH BEN INTNU3,300$29,6670.01%
269CHIPOTLE MEXICAN GRILL INC COMCMG10$29,0680.01%
270ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307406$28,6940.01%
271SCHWAB U.S. LARGE-CAP ETF808524201454$28,2050.01%
272INVESCO NASDAQ 100 ETFIVZ152$27,8030.01%
273AT&T INC COMT-PC1,574$27,6920.01%
274FEDERAL RLTY INVT TR NEW SH BEN INT NEW313745101270$27,5720.01%
275ATLANTA BRAVES HLDGS INC COM SER ABATRB653$27,3580.01%
276PIMCO CORPORATE & INCOME OPPOR COMPTY1,800$26,7660.01%
277VANGUARD RUSSELL 1000 VALUE ETF92206C714330$25,9510.01%
278UDR INC COMUDR691$25,8500.01%
279ISHARES CURRENCY HEDGED MSCI EUROZONE ETF46434V639700$25,7390.01%
280CHENIERE ENERGY INC COM NEWLNG159$25,6440.01%
281ANALOG DEVICES INC COMADI126$24,8810.01%
282SCHWAB U.S. SMALL-CAP ETF808524607499$24,5900.01%
283SPDR S&P 400 MID CAP GROWTH ETF78464A821279$24,3680.01%
284BOEING CO COMBA-PA125$24,1240.01%
285VANGUARD VALUE ETF922908744143$23,2890.01%
286BANK HAWAII CORP COM062540109366$22,8590.01%
287INVESCO SEMICONDUCTORS ETFIVZ405$22,8540.01%
288TOTALENERGIES SE SPONSORED ADSTTE325$22,3700.01%
289MODERNA INC COMMRNA200$22,1180.01%
290BLACKROCK INC COMBLK25$21,0940.01%
291VANGUARD EXTENDED MARKET ETF922908652119$20,9230.01%
292SEI INVTS CO COM784117103290$20,8510.01%
293APPLIED MATLS INC COM038222105100$20,6230.01%
294HARTFORD FINL SVCS GROUP INC COMHIG-PG200$20,6100.01%
295ENERGY SELECT SECTOR SPDR FUND81369Y506215$20,2980.00%
296INVESCO WATER RESOURCES ETFIVZ300$19,9710.00%
297LIBERTY BROADBAND CORP COM SER CLBRDP348$19,9160.00%
298FRANKLIN FTSE INDIA ETFFGDL511$18,8300.00%
299SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730673$18,6940.00%
300SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF808524771276$18,6200.00%
301TRACTOR SUPPLY CO COMTSCO71$18,4680.00%
302META PLATFORMS INC CL AMETA38$18,4520.00%
303ESSENTIAL UTILS INC COM29670G102498$18,4510.00%
304SPDR S&P DIVIDEND ETF78464A763139$18,2420.00%
305VONTIER CORPORATION COMVNT400$18,1440.00%
306LINCOLN NATL CORP IND COM534187109567$18,1030.00%
307VANGUARD SMALL CAP VALUE ETF92290861194$18,0370.00%
308ALERIAN MLP ETF00162Q452373$17,7030.00%
309CHARTER COMMUNICATIONS INC NEW CL A16119P10860$17,4380.00%
310TEXAS INSTRS INC COM882508104100$17,4210.00%
311NUVEEN NEW YORK AMT QLT MUNICP COMNU1,600$17,3920.00%
312EXPEDIA GROUP INC COM NEWEXPE126$17,3570.00%
313ARCHER DANIELS MIDLAND CO COMADM276$17,3290.00%
314INVESCO GLOBAL WATER ETFIVZ400$17,2440.00%
315ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF46435U556498$17,1110.00%
316SMITH A O CORP COMAOS190$17,0130.00%
317ISHARES RUSSELL MIDCAP ETF464287499200$16,8180.00%
318ETHAN ALLEN INTERIORS INC COMETD475$16,4210.00%
319SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888456$16,3220.00%
320SCHWAB EMERGING MARKETS EQUITY ETF808524706645$16,2840.00%
321TYSON FOODS INC CL ATSN276$16,2230.00%
322FIRST LONG IS CORP COM3207341061,461$16,2060.00%
323SNOWFLAKE INC CL ASNOW100$16,1600.00%
324DOMINION ENERGY INC COMD324$15,9380.00%
325LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB239$15,6780.00%
326DUPONT DE NEMOURS INC COMDD200$15,3340.00%
327MICROCHIP TECHNOLOGY INC. COMMCHPP171$15,2980.00%
328ISHARES 0-5 YEAR TIPS BOND ETF46429B747150$14,9150.00%
329NOVO-NORDISK A S ADRNONOF114$14,6380.00%
330SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889405$14,5220.00%
331ROYCE VALUE TR INC COMRVT955$14,4060.00%
332BK OF AMERICA CORP 7.25CNV PFD L06050568212$14,3250.00%
333INVESCO VARIABLE RATE PREFERRED ETFIVZ600$14,2620.00%
334BLOOMIN BRANDS INC COMBLMN486$13,9390.00%
335GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y673350$13,9340.00%
336BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC386$13,9110.00%
337KIMBERLY-CLARK CORP COMKMB107$13,8770.00%
338FIRST TRUST CAPITAL STRENGTH ETF33733E104161$13,8200.00%
339VISTRA CORP COMVST200$13,6600.00%
340HEALTH CARE SELECT SECTOR SPDR FUND81369Y20992$13,5910.00%
341DENTSPLY SIRONA INC COMXRAY404$13,4130.00%
342INVESCO AI AND NEXT GEN SOFTWARE ETFIVZ291$13,1650.00%
343VALERO ENERGY CORP COMVLO77$13,1340.00%
344DONEGAL GROUP INC CL ADGICB909$12,8590.00%
345SCHWAB U.S. LARGE-CAP VALUE ETF808524409168$12,7940.00%
346NATIONAL FUEL GAS CO COMNFG238$12,7730.00%
347WELLTOWER INC COMWELL135$12,6140.00%
348VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870150$12,0770.00%
349UGI CORP NEW COM902681105489$11,9960.00%
350NORTHWEST NAT HLDG CO COM66765N105318$11,8440.00%
351NUVEEN N Y SELECT TAX FREE INC SH BEN INTNU1,000$11,6400.00%
352REXFORD INDL RLTY INC COM76169C100230$11,5690.00%
353VANECK VIETNAM ETF92189F817790$10,9830.00%
354SCHWAB INTERNATIONAL EQUITY ETF808524805279$10,8870.00%
355SCHWAB US DIVIDEND EQUITY ETF808524797135$10,8850.00%
356TOMPKINS FINL CORP COM890110109216$10,8750.00%
357INVESCO PHARMACEUTICALS ETFIVZ135$10,8220.00%
358INVESCO QUALITY MUN INCOME TR COMIVZ1,100$10,6480.00%
359PEMBINA PIPELINE CORP COMPPLOF295$10,4250.00%
360ROLLINS INC COMROL225$10,4110.00%
361PROGRESSIVE CORP COM74331510350$10,3410.00%
362ISHARES S&P SMALL-CAP 600 VALUE ETF464287879100$10,2760.00%
363JPMORGAN BETABUILDERS JAPAN FUND BETABUILDERS JAPAN FUND46641Q217174$10,1880.00%
364WP CAREY INC COM92936U109179$10,1030.00%
365GABELLI UTIL TR COM36240A1011,792$9,9450.00%
366AMDOCS LTD SHSDOX110$9,9410.00%
367WHIRLPOOL CORP COMWHR-PA83$9,9270.00%
368MDU RES GROUP INC COM552690109381$9,5940.00%
369INVESCO PREFERRED ETFIVZ799$9,4920.00%
370ISHARES RUSSELL TOP 200 VALUE ETF464289420124$9,4640.00%
371SNAP ON INC COMSNA32$9,4280.00%
372BEST BUY INC COMBBY113$9,3060.00%
373CALIFORNIA WTR SVC GROUP COM130788102200$9,2960.00%
374ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407215$9,1480.00%
375PROSHARES ULTRA CONSUMER DISCRETIONARY74347R750244$9,1170.00%
376LIBERTY MEDIA CORP DEL COM LBTY LIV S AFWONB215$9,1050.00%
377WALGREENS BOOTS ALLIANCE INC COM931427108416$9,0190.00%
378INTERNATIONAL FLAVORS&FRAGRANC COM459506101102$8,7970.00%
379CORNING INC COMGLW265$8,7470.00%
380NUVEEN MUN VALUE FD INC COMNU1,000$8,7100.00%
381KAYNE ANDERSON ENERGY INFRSTR COM486606106870$8,7090.00%
382BANCO SANTANDER S.A. ADRBCDRF1,794$8,6830.00%
383ORGANON & CO COMMON STOCKOGN457$8,5570.00%
384FORTREA HLDGS INC COMMON STOCKFTRE212$8,4980.00%
385PIONEER NAT RES CO COM72378710732$8,4000.00%
386COTERRA ENERGY INC COMCTRA300$8,3640.00%
387VANGUARD FTSE EMERGING MARKETS ETF922042858200$8,3540.00%
388ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715071$8,1860.00%
389CLEARBRIDGE ENERGY MIDSTRM OPP COM18469P209200$8,1220.00%
390MATTHEWS INTL CORP CL A577128101259$8,0600.00%
391AMERICAN INTL GROUP INC COM NEW026874784100$7,8170.00%
392ISHARES MSCI EMERGING MARKETS ETF464287234190$7,8050.00%
393DOLLAR GEN CORP NEW COM25667710550$7,8030.00%
394SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474259$7,7100.00%
395BROADRIDGE FINL SOLUTIONS INC COM11133T10337$7,5800.00%
396GLOBAL X U.S. PREFERRED ETF37954Y657375$7,5600.00%
397BP PLC SPONSORED ADRBPPFF200$7,5360.00%
398NUVEEN AMT FREE QLTY MUN INCME COMNU677$7,4940.00%
399FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X102215$7,4860.00%
400ARRAY TECHNOLOGIES INC COM SHSARRY500$7,4550.00%
401NUVEEN AMT FREE MUN CR INC FD COMNU604$7,3390.00%
402OPKO HEALTH INC COMOPK6,000$7,2000.00%
403VODAFONE GROUP PLC NEW SPONSORED ADR92857W308800$7,1200.00%
404THERMO FISHER SCIENTIFIC INC COMTMO12$6,9750.00%
405GABELLI DIVID & INCOME TR COM36242H104300$6,8940.00%
406ENTERPRISE BANCORP INC MASS COM293668109264$6,8640.00%
407LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONB116$6,8140.00%
408GENERAL MTRS CO COM37045V100150$6,8030.00%
409UIPATH INC CL APATH300$6,8010.00%
410ASML HOLDING N V N Y REGISTRY SHSASMLF7$6,7930.00%
411COCA COLA CONS INC COMCOKE8$6,7710.00%
412PACKAGING CORP AMER COM69515610936$6,7420.00%
413INTERNATIONAL PAPER CO COM460146103172$6,7070.00%
414NEWMONT CORP COMNEMCL187$6,7020.00%
415GABELLI CONV & INC SECS FD INC COM36240B1091,802$6,6850.00%
416TESLA INC COMTSLA38$6,6800.00%
417PROLOGIS INC. COMPLDGP51$6,6410.00%
418ISHARES RUSSELL 2500 ETF46435G268100$6,5610.00%
419XYLEM INC COMXYL50$6,4620.00%
420GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855142$6,4310.00%
421ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF46436E502134$6,4240.00%
422CASEYS GEN STORES INC COM14752810320$6,3690.00%
423ISHARES CORE MSCI EMERGING MARKETS ETF46434G103122$6,2950.00%
424DEERE & CO COMDE15$6,2630.00%
425ARES MANAGEMENT CORPORATION CL A COM STKARES-PB47$6,2500.00%
426PALANTIR TECHNOLOGIES INC CL APLTR270$6,2130.00%
427JPMORGAN BETABUILDERS CANADA ETF46641Q22593$6,2130.00%
428FERRARI N V COMRACE14$6,1030.00%
429TE CONNECTIVITY LTD SHSTEL42$6,1000.00%
430FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND33737J174107$6,0050.00%
431SCHWAB U.S. REIT ETF808524847292$5,9300.00%
432GABELLI EQUITY TR INC COMGAB-PK1,066$5,8840.00%
433GSK PLC SPONSORED ADRGLAXF136$5,8300.00%
434IQVIA HLDGS INC COMIQV23$5,8160.00%
435LIBERTY MEDIA CORP DEL COM LBTY LIV S CFWONB132$5,7840.00%
436HYSTER YALE MATLS HANDLING INC CL AHY90$5,7830.00%
437SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80588$5,6450.00%
438OLD REP INTL CORP COM680223104182$5,6010.00%
439MANPOWERGROUP INC WIS COMMAN72$5,5560.00%
440PATTERSON COS INC COM703395103200$5,5300.00%
441SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF808524755153$5,4480.00%
442SPDR PORTFOLIO S&P 500 VALUE ETF78464A508106$5,3110.00%
443EMBECTA CORP COMMON STOCKEMBC400$5,3080.00%
444LYONDELLBASELL INDUSTRIES N V SHS - A -LYB51$5,2640.00%
445SPDR PORTFOLIO EMERGING MARKETS ETF78463X509145$5,2580.00%
446EMPIRE ST RLTY TR INC CL A292104106516$5,2270.00%
447KEURIG DR PEPPER INC COMKDP170$5,2140.00%
448BROWN FORMAN CORP CL ABF-B95$5,0300.00%
449CASS INFORMATION SYS INC COMCASS101$4,8590.00%
450LIBERTY BROADBAND CORP COM SER ALBRDP85$4,8550.00%
451FINANCIAL SELECT SECTOR SPDR FUND81369Y605114$4,8020.00%
452VANGUARD RUSSELL 2000 GROWTH ETF92206C62324$4,7300.00%
453DOW INC COMDOW82$4,7260.00%
454SONY GROUP CORP SPONSORED ADRSNEJF53$4,5440.00%
455ABM INDS INC COM000957100100$4,4620.00%
456EATON VANCE TAX-MANAGED DIVERS COMETN333$4,4490.00%
457ARROW FINL CORP COM042744102176$4,4040.00%
458ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ222$4,3710.00%
459SCHWAB US AGGREGATE BOND ETF80852483995$4,3700.00%
460ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724240$4,3570.00%
461SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40958$4,2430.00%
462HSBC HLDGS PLC SPON ADR NEWHBCYF105$4,1330.00%
463XTRACKERS MSCI EAFE HEDGED EQUITY ETF233051200100$4,0930.00%
464FIRSTENERGY CORP COMFE100$3,8620.00%
465FRANKLIN RESOURCES INC COMBEN134$3,7770.00%
466LIBERTY GLOBAL LTD COM CL CLBTYK214$3,7750.00%
467ISHARES S&P 500 VALUE ETF46428740820$3,7360.00%
468MATERIALS SELECT SECTOR SPDR FUND81369Y10040$3,7160.00%
469GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF35$3,6330.00%
470ENBRIDGE INC COMENNPF100$3,6180.00%
471AMERICAN TOWER CORP NEW COM03027X10018$3,5570.00%
472JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF46641Q23369$3,3230.00%
473JBG SMITH PPTYS COM46590V100203$3,2510.00%
474SPDR S&P 400 MID CAP VALUE ETF78464A83942$3,2110.00%
475CHICKEN SOUP FOR THE SOUL ENTM CL A16842Q10020,160$3,1530.00%
476VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640625$3,0250.00%
477SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R64861$2,9460.00%
478SPDR S&P 600 SMALL CAP VALUE ETF78464A30035$2,9250.00%
479FOX CORP CL A COMFOX87$2,7200.00%
480LEGGETT & PLATT INC COMLEG141$2,7070.00%
481SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF80852474875$2,6600.00%
482ISHARES U.S. EQUITY FACTOR ETF46434V28247$2,5290.00%
483ISHARES SELECT DIVIDEND ETF46428716820$2,4640.00%
484T-MOBILE US INC COMTMUSZ15$2,4480.00%
485HP INC COMHPQ80$2,4180.00%
486GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF77$2,4130.00%
487B & G FOODS INC NEW COMBGS210$2,4020.00%
488SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF80852476342$2,3950.00%
489FLOWERS FOODS INC COMFLO100$2,3750.00%
490SCHNEIDER NATIONAL INC CL BSNDR100$2,2640.00%
491HOST HOTELS & RESORTS INC COMHST106$2,1970.00%
492ALTO INGREDIENTS INC COMALTO1,000$2,1800.00%
493BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410550$2,0870.00%
494ISHARES MSCI MEXICO ETF46428682230$2,0790.00%
495FIRST TRUST EMERGING MARKETS ALPHADEX FUND33737J18290$2,0580.00%
496AVALONBAY CMNTYS INC COMAWX11$2,0410.00%
497UNUM GROUP COMUNMA38$2,0370.00%
4981ST SOURCE CORP COMSRCE38$1,9700.00%
499JPMORGAN BETABUILDERS EUROPE ETF46641Q19133$1,9600.00%
500BIONTECH SE SPONSORED ADSBNTX20$1,8450.00%