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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

COURIER CAPITAL LLC

Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0001420506-26-000097

Total Value
$1.78B
Positions
384
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (384)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287309969,285$119.5M6.71%
2ISHARES TR464287200120,357$82.4M4.63%
3APPLE INCAAPL248,120$67.5M3.79%
4ISHARES TR464287408295,108$62.6M3.51%
5SPDR SERIES TRUST78464A409515,922$55.0M3.09%
6SPDR SERIES TRUST78464A508725,300$41.2M2.31%
7MICROSOFT CORPMSFT78,068$37.8M2.12%
8ISHARES TR464287507486,479$32.1M1.80%
9ISHARES TR464287705243,878$32.1M1.80%
10ISHARES TR464287465292,200$28.1M1.58%
11VANGUARD INDEX FDS922908744144,791$27.7M1.55%
12ISHARES TR464287606284,869$27.6M1.55%
13ISHARES TR464287630151,988$27.5M1.55%
14JPMORGAN CHASE & CO.VYLD78,471$25.3M1.42%
15VANGUARD SCOTTSDALE FDS92206C771522,686$24.6M1.38%
16ALPHABET INCGOOG77,919$24.5M1.37%
17JANUS DETROIT STR TR47103U886434,135$21.3M1.20%
18ISHARES TR464288588218,425$20.8M1.17%
19VANGUARD INTL EQUITY INDEX F922042874247,289$20.7M1.16%
20ISHARES TR464287804166,227$20.0M1.12%
21INVESCO EXCHANGE TRADED FD TIVZ93,987$18.0M1.01%
22ISHARES TR464288661143,056$17.1M0.96%
23SPDR INDEX SHS FDS78463X202253,932$16.4M0.92%
24ISHARES TR46432F842172,755$15.5M0.87%
25ISHARES TR46428764847,800$15.4M0.87%
26ISHARES INC46434G764191,734$13.9M0.78%
27FIDELITY MERRIMACK STR TR316188309293,858$13.5M0.76%
28JOHNSON & JOHNSONJNJ64,321$13.3M0.75%
29VISA INCV35,969$12.6M0.71%
30J P MORGAN EXCHANGE TRADED F46641Q332219,148$12.5M0.70%
31ISHARES TR46428765550,874$12.5M0.70%
32AMAZON COM INCAMZN52,756$12.2M0.68%
33ORACLE CORPORCL-PD60,809$11.9M0.67%
34ISHARES TR46435G326134,939$11.1M0.62%
35VANGUARD WHITEHALL FDS921946794121,951$11.0M0.62%
36ISHARES TR46429B66389,798$10.9M0.61%
37SPDR S&P 500 ETF TRSPY15,974$10.9M0.61%
38JANUS DETROIT STR TR47103U845212,228$10.7M0.60%
39ISHARES TR46436E718106,271$10.7M0.60%
40ISHARES TR46429B747102,731$10.5M0.59%
41RTX CORPORATIONRTX56,945$10.4M0.59%
42ISHARES TR46428888587,610$10.0M0.56%
43INTERNATIONAL BUSINESS MACHSINTR33,349$9.9M0.55%
44BANK AMERICA CORP060505104179,249$9.9M0.55%
45EXXON MOBIL CORPXOM80,280$9.7M0.54%
46CISCO SYS INCCSCO125,160$9.6M0.54%
47VANGUARD BD INDEX FDS921937835123,991$9.2M0.52%
48JANUS DETROIT STR TR47103U746166,741$8.7M0.49%
49ISHARES TR46429B69790,904$8.6M0.48%
50VANGUARD INTL EQUITY INDEX F922042858156,049$8.4M0.47%
51VANGUARD TAX-MANAGED FDS921943858133,164$8.3M0.47%
52ALPHABET INCGOOG26,192$8.2M0.46%
53VANGUARD INDEX FDS92290861138,174$8.1M0.45%
54CHEVRON CORP NEWCVX51,223$7.8M0.44%
55WALMART INCWMT69,970$7.8M0.44%
56SELECT SECTOR SPDR TR81369Y886177,726$7.6M0.43%
57BERKSHIRE HATHAWAY INC DELBRK-A10$7.5M0.42%
58SPDR SERIES TRUST78464A474249,887$7.5M0.42%
59ISHARES TR464288877105,098$7.5M0.42%
60VANGUARD INDEX FDS92290836311,803$7.4M0.42%
61VANGUARD SCOTTSDALE FDS92206C847131,332$7.3M0.41%
62ISHARES TR46429B655143,456$7.3M0.41%
63ISHARES TR46434V266173,375$7.2M0.40%
64INVESCO ACTIVELY MANAGED EXCIVZ284,012$7.1M0.40%
65PEPSICO INCPEP49,584$7.1M0.40%
66AMERICAN EXPRESS COAXP19,095$7.1M0.40%
67WORLD GOLD TRGLDW80,735$6.9M0.39%
68LINDE PLCLIN16,006$6.8M0.38%
69M & T BK CORP55261F10432,818$6.6M0.37%
70CITIGROUP INCC-PR56,482$6.6M0.37%
71ISHARES INC46434G10397,769$6.6M0.37%
72SPDR SERIES TRUST78464A375192,196$6.5M0.36%
73LOCKHEED MARTIN CORPLMT13,375$6.5M0.36%
74COSTCO WHSL CORP NEW22160K1057,481$6.5M0.36%
75BERKSHIRE HATHAWAY INC DELBRK-A11,967$6.0M0.34%
76FLEXSHARES TRFLEX238,784$5.7M0.32%
77MERCK & CO INCMRK54,358$5.7M0.32%
78SPDR SERIES TRUST78464A85471,158$5.7M0.32%
79SPDR SERIES TRUST78468R200184,530$5.7M0.32%
80LOWES COS INC54866110722,654$5.5M0.31%
81TJX COS INC NEW87254010935,474$5.4M0.31%
82INVESCO QQQ TRIVZ8,861$5.4M0.31%
83ISHARES TR46428773957,696$5.4M0.30%
84ISHARES TR46434V407126,069$5.4M0.30%
85NVIDIA CORPORATIONNVDA28,753$5.4M0.30%
86WISDOMTREE TRWT74,166$5.3M0.30%
87PROCTER AND GAMBLE CO74271810936,792$5.3M0.30%
88DISNEY WALT CO25468710646,212$5.3M0.30%
89ISHARES TR46428729148,982$5.1M0.29%
90ISHARES TR46428787944,332$5.0M0.28%
91SELECT SECTOR SPDR TR81369Y20932,360$5.0M0.28%
92ELI LILLY & COLLY4,657$5.0M0.28%
93MASTERCARD INCORPORATEDMA8,371$4.8M0.27%
94J P MORGAN EXCHANGE TRADED F46641Q67099,466$4.7M0.26%
95VANGUARD INDEX FDS92290875117,829$4.6M0.26%
96ISHARES TR46428748132,936$4.5M0.25%
97HOME DEPOT INCHD12,651$4.4M0.24%
98AMGEN INCAMGN13,067$4.3M0.24%
99BOEING COBA-PA19,550$4.2M0.24%
100MEDTRONIC PLCMDT44,040$4.2M0.24%
101SCHWAB CHARLES CORPSCHW-PJ41,709$4.2M0.23%
102ISHARES TR46428788729,011$4.1M0.23%
103BNY MELLON ETF TRUST09661T826100,807$4.1M0.23%
104ABBOTT LABSABLZF32,090$4.0M0.23%
105ISHARES TR4642876148,435$4.0M0.22%
106ISHARES GOLD TRIAU47,643$3.9M0.22%
107CATERPILLAR INCCAT6,680$3.8M0.21%
108ISHARES TR46428744039,561$3.8M0.21%
109FINANCIAL INSTNS INC317585404115,900$3.6M0.20%
110ISHARES TR464288489156,286$3.6M0.20%
111SELECT SECTOR SPDR TR81369Y80324,707$3.6M0.20%
112VANGUARD SCOTTSDALE FDS92206C40944,601$3.6M0.20%
113ABBVIE INCABBV15,117$3.5M0.19%
114ISHARES TR46428749935,797$3.4M0.19%
115ISHARES TR46428861231,099$3.3M0.19%
116SALESFORCE INCCRM12,586$3.3M0.19%
117GOLDMAN SACHS GROUP INCGSCE3,787$3.3M0.19%
118AMERICAN CENTY ETF TR02507287732,346$3.3M0.19%
119SELECT SECTOR SPDR TR81369Y70421,185$3.3M0.18%
120UNILEVER PLCUNLYF48,025$3.1M0.18%
121THERMO FISHER SCIENTIFIC INCTMO5,394$3.1M0.18%
122TAYLOR DEVICES INCTAYD53,221$3.1M0.17%
123MCDONALDS CORPMCD10,175$3.1M0.17%
124SOUTHERN COSOMN33,378$2.9M0.16%
125ISHARES TR46428868793,745$2.9M0.16%
126FIRST SOLAR INCFSLR11,100$2.9M0.16%
127ISHARES TR46428759813,749$2.9M0.16%
128AMERICAN CENTY ETF TR02507280230,690$2.9M0.16%
129BOSTON SCIENTIFIC CORPBSX30,245$2.9M0.16%
130WILLIAMS COS INC96945710047,466$2.9M0.16%
131INTEL CORPINTC74,256$2.7M0.15%
132PAYCHEX INCPAYX24,167$2.7M0.15%
133PRUDENTIAL FINL INCPUKPF23,980$2.7M0.15%
134WELLS FARGO CO NEW94974610128,702$2.7M0.15%
135RYDER SYS INCR13,934$2.7M0.15%
136ADVANCED MICRO DEVICES INCAMD11,997$2.6M0.14%
137VANGUARD INDEX FDS92290855328,766$2.5M0.14%
138KINDER MORGAN INC DELEP-PC90,446$2.5M0.14%
139CORNING INCGLW28,197$2.5M0.14%
140SPDR S&P MIDCAP 400 ETF TRMDY3,981$2.4M0.13%
141NORTHROP GRUMMAN CORPNOC4,124$2.4M0.13%
142IRON MTN INC DEL46284V10127,610$2.3M0.13%
143TEXAS INSTRS INC88250810413,127$2.3M0.13%
144GE AEROSPACE3696043017,344$2.3M0.13%
145DIGITAL RLTY TR INC25386810314,571$2.3M0.13%
146EQUINIX INCEQIX2,874$2.2M0.12%
147VANGUARD INDEX FDS9229087696,543$2.2M0.12%
148GENERAL DYNAMICS CORPGD6,407$2.2M0.12%
149CAPITAL ONE FINL CORP14040H1058,884$2.2M0.12%
150MORGAN STANLEYMS-PQ11,886$2.1M0.12%
151BROADCOM INCAVGO6,069$2.1M0.12%
152MONDELEZ INTL INC60920710538,990$2.1M0.12%
1533M COMMM13,041$2.1M0.12%
154ALPHATEC HLDGS INCATEC99,000$2.1M0.12%
155VANGUARD INDEX FDS9229086297,057$2.0M0.12%
156NEXTERA ENERGY INCNEE-PW25,275$2.0M0.11%
157DUKE ENERGY CORP NEWDUKB17,186$2.0M0.11%
158BRISTOL-MYERS SQUIBB COCELG-RI36,148$1.9M0.11%
159SPDR SERIES TRUST78464A83923,017$1.9M0.11%
160VALERO ENERGY CORPVLO11,910$1.9M0.11%
161AMERICAN ELEC PWR CO INC02553710116,650$1.9M0.11%
162AUTOMATIC DATA PROCESSING INADP7,325$1.9M0.11%
163PALANTIR TECHNOLOGIES INCPLTR10,599$1.9M0.11%
164WISDOMTREE TRWT26,803$1.8M0.10%
165COMCAST CORP NEWCCZ60,715$1.8M0.10%
166SSGA ACTIVE ETF TR78467V60843,736$1.8M0.10%
167CHENIERE ENERGY INCLNG9,274$1.8M0.10%
168EMERSON ELEC COEMR13,452$1.8M0.10%
169ISHARES TR46428849725,682$1.8M0.10%
170DOMINION ENERGY INCD29,845$1.7M0.10%
171GLOBAL X FDS37954Y29328,720$1.7M0.10%
172ROCKWELL AUTOMATION INCROK4,426$1.7M0.10%
173ISHARES TR46428864632,337$1.7M0.10%
174HARBOR ETF TRUST41151J50566,340$1.6M0.09%
175ISHARES TR46428747311,452$1.6M0.09%
176CONOCOPHILLIPSCOP17,250$1.6M0.09%
177WHIRLPOOL CORPWHR-PA21,741$1.6M0.09%
178SPDR SERIES TRUST78468R85332,934$1.5M0.09%
179WW GRAINGER INC3848021041,526$1.5M0.09%
180MARSH & MCLENNAN COS INC5717481028,281$1.5M0.09%
181RIO TINTO PLCRTNTF19,099$1.5M0.09%
182SPDR INDEX SHS FDS78463X88933,970$1.5M0.08%
183AT&T INCT-PC59,977$1.5M0.08%
184KROGER COKR23,694$1.5M0.08%
185META PLATFORMS INCMETA2,238$1.5M0.08%
186UNITEDHEALTH GROUP INCUNH4,460$1.5M0.08%
187AMERIPRISE FINL INC03076C1062,995$1.5M0.08%
188FRANKLIN TEMPLETON ETF TRFGDL29,389$1.4M0.08%
189UNITED PARCEL SERVICE INCUPS14,204$1.4M0.08%
190KIMBERLY-CLARK CORPKMB13,851$1.4M0.08%
191BANK NEW YORK MELLON CORP06405810012,023$1.4M0.08%
192CVS HEALTH CORPCVS17,418$1.4M0.08%
193HONEYWELL INTL INC4385161067,042$1.4M0.08%
194COCA COLA COKO19,562$1.4M0.08%
195FASTENAL COFAST33,462$1.3M0.08%
196VERIZON COMMUNICATIONS INCVZ31,650$1.3M0.07%
197DELL TECHNOLOGIES INCDELL10,068$1.3M0.07%
198BROADSTONE NET LEASE INCBNL70,485$1.2M0.07%
199ISHARES TR46428717611,055$1.2M0.07%
200MOOG INCMOG-B4,944$1.2M0.07%
201GE VERNOVA INCGEV1,825$1.2M0.07%
202TRAVELERS COMPANIES INCTRV4,000$1.2M0.07%
203CLEARWAY ENERGY INCCWEN-A33,193$1.1M0.06%
204ISHARES TR4642877215,459$1.1M0.06%
205FLEXSHARES TRFLEX13,411$1.1M0.06%
206ROSS STORES INCROST6,000$1.1M0.06%
207EXTRA SPACE STORAGE INCEXR8,090$1.1M0.06%
208APA CORPORATIONAPA42,800$1.0M0.06%
209STRYKER CORPORATIONSYK2,959$1.0M0.06%
210BECTON DICKINSON & COBDX5,254$1.0M0.06%
211FEDEX CORPFDX3,512$1.0M0.06%
212WISDOMTREE TRWT6,866$1.0M0.06%
213PFIZER INCPFE40,510$1.0M0.06%
214UNION PAC CORPUNP4,317$998,6140.06%
215ISHARES TR46434V38114,249$993,7250.06%
216GLOBAL X FDS37954Y88911,660$958,7630.05%
217ASTRAZENECA PLCAZN10,377$953,9720.05%
218MARATHON PETE CORPMARA5,850$951,3860.05%
219TAIWAN SEMICONDUCTOR MFG LTD8740391003,040$923,8260.05%
220ISHARES TR46435G5169,571$910,0680.05%
221TARGET CORPTGT9,195$898,8110.05%
222APPLIED MATLS INC0382221053,452$887,1510.05%
223ERIE INDTY CO29530P1023,024$866,9480.05%
224SELECT SECTOR SPDR TR81369Y60515,826$866,7670.05%
225OCULAR THERAPEUTIX INCOCUL70,104$851,0630.05%
226ALTRIA GROUP INCMO14,569$840,0570.05%
227UBER TECHNOLOGIES INCUBER10,022$818,8980.05%
228VANGUARD SPECIALIZED FUNDS9219088443,705$814,1950.05%
229ISHARES TR4642876222,153$804,0160.05%
230OKTA INCOKTA9,179$793,7080.04%
231DANAHER CORPORATION2358511023,459$791,8340.04%
232ISHARES TR46434V64730,817$768,8760.04%
233VANGUARD BD INDEX FDS9219378279,470$746,3310.04%
234SUNCOR ENERGY INC NEWSU15,515$688,2260.04%
235DIAGEO PLCDGEAF7,924$683,5790.04%
236BLACKSTONE INCBX4,422$681,6070.04%
237REGIONS FINANCIAL CORP NEWRF-PF25,000$677,5000.04%
238SPDR SERIES TRUST78464A84711,593$671,3670.04%
239QUEST DIAGNOSTICS INCDGX3,844$667,0810.04%
240HSBC HLDGS PLCHBCYF8,416$662,0870.04%
241VICI PPTYS INC92565210923,384$657,5600.04%
242TOTALENERGIES SETTE9,816$642,1630.04%
243PHILIP MORRIS INTL INC7181721093,969$636,5630.04%
244SELECT SECTOR SPDR TR81369Y3088,161$633,9460.04%
245SPDR GOLD TRGLD1,576$624,5850.04%
246SELECT SECTOR SPDR TR81369Y50613,947$623,5670.04%
247ISHARES TR46428863811,360$612,1010.03%
248KLA CORPKLAC503$611,1850.03%
249AMERICAN INTL GROUP INC0268747846,950$594,5730.03%
250EATON CORP PLCETN1,852$589,8810.03%
251CORTEVA INCCTVA8,740$585,8300.03%
252ADOBE INCADBE1,652$578,1830.03%
253ALLSTATE CORPALL-PJ2,771$576,6970.03%
254INVESCO EXCH TRADED FD TR IIIVZ23,645$575,2870.03%
255PIMCO ACCESS INCOME FUNDPAXS37,201$569,1810.03%
256BP PLCBPPFF16,374$568,6810.03%
257ROPER TECHNOLOGIES INCROP1,276$568,0730.03%
258ISHARES TR4642872265,674$566,7190.03%
259SANOFI SASNYNF11,654$564,7430.03%
260ECOLAB INCECL2,112$554,4420.03%
261NATIONAL FUEL GAS CONFG6,909$553,1520.03%
262BONDBLOXX ETF TRUST09789C86110,819$535,9190.03%
263GLOBAL X FDS37954Y36814,149$522,5620.03%
264MICRON TECHNOLOGY INCMU1,785$509,4570.03%
265COLGATE PALMOLIVE COCL6,399$505,6430.03%
266SHELL PLCRYDAF6,830$501,8940.03%
267MCKESSON CORPMCK607$498,0410.03%
268SPDR SERIES TRUST78468R40819,303$488,7630.03%
269ISHARES TR4642873749,705$487,2080.03%
270QUALCOMM INCQCOM2,846$486,8080.03%
271ACCENTURE PLC IRELANDACN1,808$485,0860.03%
272VANGUARD INDEX FDS9229085122,723$482,9950.03%
273NETFLIX INCNFLX5,110$479,1140.03%
274VANGUARD INDEX FDS9229085951,535$463,7390.03%
275SCHWAB STRATEGIC TR80852430014,100$459,9420.03%
276TESLA INCTSLA1,015$456,4660.03%
277SPDR INDEX SHS FDS78463X74910,125$455,8450.03%
278BV FINL INC05603E20825,000$453,5000.03%
279PLUMAS BANCORPPLBC10,000$446,9000.03%
280WASTE MGMT INC DEL94106L1092,032$446,4510.03%
281TRUST FOR PROFESSIONAL MANAG89834G72910,666$444,4520.02%
282CARDINAL HEALTH INCCAH2,140$439,7700.02%
283SELECT SECTOR SPDR TR81369Y1009,658$437,9900.02%
284CSX CORPCSX11,907$431,6290.02%
285PUBLIC SVC ENTERPRISE GRP IN7445731065,338$428,6660.02%
286VANGUARD SCOTTSDALE FDS92206C1027,280$427,5540.02%
287VANGUARD WORLD FD92204A702565$425,8860.02%
288CHUBB LIMITEDCB1,364$425,8070.02%
289ISHARES TR4642875562,517$424,7940.02%
290PHILLIPS 66PSX3,277$422,8640.02%
291ZOOM COMMUNICATIONS INCZM4,879$421,0090.02%
292INVESCO EXCH TRADED FD TR IIIVZ18,026$418,0230.02%
293CARRIER GLOBAL CORPORATIONCARR7,632$403,2580.02%
294ISHARES U S ETF TR46431W5077,827$399,9600.02%
295DEERE & CODE854$397,5970.02%
296ALPS ETF TR00162Q4528,270$388,8370.02%
297VANGUARD INTL EQUITY INDEX F9220427422,740$386,5330.02%
298ISHARES TR4642888106,194$384,9570.02%
299L3HARRIS TECHNOLOGIES INCLHX1,290$378,7050.02%
300LAKE SHORE BANCORP INCLSBK25,677$376,4200.02%
301ISHARES TR4642872346,879$376,3420.02%
302FIDELITY GREENWOOD STREET TR31624J74511,818$365,2940.02%
303US BANCORP DELUSB-PS6,839$364,9390.02%
304WOODWARD INCWWD1,200$362,7840.02%
305PENSKE AUTOMOTIVE GRP INC70959W1032,258$357,4190.02%
306ENTERPRISE FINL SVCS CORP2937121056,416$346,4640.02%
307SLB LIMITEDSLB9,009$345,7550.02%
308MOOG INCMOG-B1,392$345,6200.02%
309WEYERHAEUSER CO MTN BEWY14,567$345,0840.02%
310LIFEMD INCLFMDP100,000$341,0000.02%
311EVERCORE INCEVR1,000$340,2500.02%
312YUM BRANDS INCYUM2,243$339,3210.02%
313CONSOLIDATED EDISON INCED3,393$336,9540.02%
314HERSHEY COHSY1,821$331,4320.02%
315CHURCH & DWIGHT CO INCCHD3,909$327,7370.02%
316ASML HOLDING N VASMLF298$318,8180.02%
317VANGUARD WORLD FD92204A4052,376$317,1720.02%
318INVESCO EXCHANGE TRADED FD TIVZ6,750$309,7580.02%
319ISHARES TR4642877624,725$307,5980.02%
320AMPHENOL CORP NEW0320951012,276$307,5790.02%
321NEWMONT CORPNEMCL3,062$305,7410.02%
322WEC ENERGY GROUP INCWEC2,898$305,6230.02%
323VANGUARD INDEX FDS922908736619$302,2240.02%
324ZIMMER BIOMET HOLDINGS INCZBH3,332$299,6270.02%
325AVERY DENNISON CORPAVY1,622$294,9890.02%
326NORTHERN LTS FD TR IVNTRSO1,187$294,6020.02%
327CAMECO CORPCCJ3,194$292,2190.02%
328ISHARES TR4642876711,736$291,5440.02%
329STERIS PLCSTE1,139$288,7590.02%
330ISHARES INC46434G8636,501$287,1670.02%
331NUCOR CORPNUE1,745$284,6270.02%
332INVESCO EXCHANGE TRADED FD TIVZ3,782$283,8390.02%
333TRUST FOR PROFESSIONAL MANAG89834G7529,542$282,9200.02%
334SPDR SERIES TRUST78464A8702,320$282,8780.02%
335WELLTOWER INCWELL1,487$276,0020.02%
336J P MORGAN EXCHANGE TRADED F46641Q8375,409$273,6410.02%
337HOWMET AEROSPACE INCHWM1,333$273,2970.02%
338NORFOLK SOUTHN CORP655844108945$272,8400.02%
339BLACKROCK INCOME TR INCBLK24,653$272,1720.02%
340XYLEM INCXYL1,989$270,8620.02%
341ULTA BEAUTY INCULTA441$266,8090.01%
342AMRIZE LTDAMRZ4,921$266,1280.01%
343WISDOMTREE TRWT5,642$263,5580.01%
344SPDR SERIES TRUST78464A7974,299$260,9060.01%
345ANALOG DEVICES INCADI959$260,1470.01%
346SCHWAB STRATEGIC TR8085242019,600$258,3360.01%
347SPDR SERIES TRUST78464A3002,743$249,5100.01%
348ISHARES TR46435G4251,598$238,0700.01%
349BLACKROCK INCBLK221$236,5450.01%
350S&P GLOBAL INCSPGI451$235,6880.01%
351AGILENT TECHNOLOGIES INCA1,724$234,6430.01%
352CARIS LIFE SCIENCES INCCAI8,550$230,6790.01%
353THE CIGNA GROUP125523100838$230,6430.01%
354VANGUARD INDEX FDS922908538826$230,5700.01%
355UNITED RENTALS INCURI282$228,2280.01%
356SIMMONS 1ST NATL CORP82873020012,072$227,5570.01%
357NOVARTIS AGNVSEF1,648$227,2100.01%
358VANGUARD WORLD FD92204A603756$225,5750.01%
359SPDR SERIES TRUST78464A6983,480$225,5390.01%
360PIMCO DYNAMIC INCOME OPRNTS69355M10716,269$225,1680.01%
361OTIS WORLDWIDE CORPOTIS2,566$224,1400.01%
362UNITED BANKSHARES INC WEST VUNTCW5,789$222,2980.01%
363SPDR SERIES TRUST78464A2012,354$221,7150.01%
364VANGUARD INTL EQUITY INDEX F9220427753,000$220,6800.01%
365WISDOMTREE TRWT3,336$219,6600.01%
366NORTHERN LTS FD TR IVNTRSO6,007$219,1350.01%
367JOHNSON CTLS INTL PLCG515021051,807$216,3880.01%
368HEWLETT PACKARD ENTERPRISE CHPE-PC9,000$216,1800.01%
369BROADRIDGE FINL SOLUTIONS IN11133T103950$212,0120.01%
370KEYCORP49326710810,217$210,8820.01%
371TRUST FOR PROFESSIONAL MANAG89834G7375,815$206,4910.01%
372PALO ALTO NETWORKS INCPANW1,117$205,7510.01%
373EBAY INC.EBAY2,356$205,1700.01%
374HP INCHPQ9,000$200,5200.01%
375TRANSOCEAN LTDRIG43,972$181,6040.01%
376BLACKROCK MUNIYILD QULT FD IBLK16,000$180,8000.01%
377RAND CAP CORPRAND15,382$174,6630.01%
378MAGNUM ICE CREAM CO NVMICC10,532$166,9260.01%
379NORTHWEST BANCSHARES INC MDNWBI12,531$150,3710.01%
380KORE GROUP HLDGS INCKORGW34,430$145,2950.01%
381IMMUNITYBIO INCIBRX56,000$110,8800.01%
382INSPIREMD INCNSPR55,000$97,9000.01%
383PUTNAM ETF TRUST74672976312,044$94,4840.01%
384INVIVYD INCIVVD10,000$24,7000.00%