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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

First PREMIER Bank

Quarter ended Q3 2023 · Filed July 13, 2023 · Accession 0001653926-23-000003

Total Value
$350,175
Positions
659
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET ETF922908769108,654$23,9346.86%
2VANGUARD VALUE ETF922908744120,110$17,0684.89%
3INVESCO S&P 500 DOWNSIDE HEDGED ETFIVZ379,679$12,6473.62%
4APPLE COMPUTER INCAAPL44,314$8,5962.46%
5APPLE COMPUTER INCAAPL42,261$8,1972.35%
6VANGUARD FTSE ALL WORLD EX US ETF922042775108,885$5,9241.70%
7PROCTER & GAMBLE CO74271810938,203$5,7971.66%
8VANGUARD SMALL-CAP ETF92290875127,774$5,5241.58%
9MASTERCARD INC CL AMA13,868$5,4541.56%
10VANGUARD INFORMATION TECHNOLOGY ETF92204A70212,278$5,4291.56%
11INVESCO S&P 500 LOW VOLATILITY ETFIVZ85,978$5,4001.55%
12VANGUARD HIGH DIVIDEND YIELD ETF92194640648,046$5,0961.46%
13VANGUARD MID-CAP ETF92290862922,169$4,8811.40%
14MICROSOFT CORPMSFT14,104$4,8031.38%
15SOUTHERN COSOMN65,528$4,6031.32%
16JOHNSON & JOHNSONJNJ27,093$4,4841.28%
17DUKE ENERGY CORPDUKB44,828$4,0231.15%
18UNION PACIFIC CORPUNP18,314$3,7471.07%
19VANGUARD HEALTH CARE ETF92204A50415,141$3,7071.06%
20PEPSICO INCPEP19,673$3,6441.04%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A10,487$3,5761.02%
22MCDONALD'S CORPMCD11,961$3,5691.02%
23SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78892,656$3,4360.98%
24NORTHWESTERN CORPNWE60,312$3,4230.98%
25INVESCO PREFERRED ETFIVZ299,948$3,4100.98%
26VANGUARD FTSE DEVELOPED MARKETS ETF92194385869,114$3,1920.91%
27VANGUARD REAL ESTATE INDEX FUND ETF92290855336,857$3,0800.88%
28AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF032108888119,220$3,0680.88%
29SPDR S&P 500 ETFSPY6,920$3,0670.88%
30JOHNSON & JOHNSONJNJ17,589$2,9110.83%
31XCEL ENERGY INCXELLL46,726$2,9050.83%
32UNION PACIFIC CORPUNP14,187$2,9030.83%
33PROCTER & GAMBLE CO74271810918,093$2,7450.79%
34FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 33740F80561,185$2,7030.77%
35NORTHWESTERN CORPNWE47,494$2,6960.77%
36MERCK & CO INCMRK23,167$2,6730.77%
37AUTOMATIC DATA PROCESSING INCADP11,218$2,4660.71%
38VANGUARD TOTAL STOCK MARKET ETF92290876910,972$2,4170.69%
39VANGUARD INFORMATION TECHNOLOGY ETF92204A7025,456$2,4120.69%
40PUBLIC SERVICE ENTERPRISE GROUP INC74457310637,724$2,3620.68%
41RAYTHEON TECHNOLOGIES CORP RTX23,758$2,3270.67%
42MICROSOFT CORPMSFT6,558$2,2330.64%
43XCEL ENERGY INCXELLL35,811$2,2260.64%
44VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF92190884412,710$2,0640.59%
45DUKE ENERGY CORPDUKB22,842$2,0500.59%
46WASTE MANAGEMENT INC94106L10911,750$2,0380.58%
47J.P.MORGAN CHASE & COVYLD13,862$2,0160.58%
48VANGUARD GROWTH INDEX ETF9229087367,072$2,0010.57%
49EMERSON ELECTRIC COEMR21,880$1,9780.57%
50SOUTHERN COSOMN27,540$1,9350.55%
51VANGUARD TOTAL BOND MARKET ETF92193783526,075$1,8950.54%
52PFIZER INCPFE51,390$1,8850.54%
53INVESCO S&P 500 LOW VOLATILITY ETFIVZ29,527$1,8550.53%
54VANGUARD FTSE EMERGING MARKETS ETF92204285844,907$1,8270.52%
55MONDELEZ INTL INC60920710523,353$1,7030.49%
56VANGUARD FTSE DEVELOPED MARKETS ETF92194385835,338$1,6320.47%
57PUBLIC SERVICE ENTERPRISE GROUP INC74457310625,410$1,5910.46%
58FIRST TRUST INDXX NEXT G ETF33737K20522,018$1,5800.45%
59BERKSHIRE HATHAWAY INCBRK-A3$1,5530.44%
60COCA-COLA COKO25,437$1,5320.44%
61CSX CORPCSX43,919$1,4980.43%
62BLACK HILLS CORPBKH24,221$1,4600.42%
63VANGUARD HEALTH CARE ETF92204A5045,875$1,4380.41%
64COCA-COLA COKO23,771$1,4310.41%
65WALMART INCWMT9,074$1,4260.41%
66BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,171$1,4220.41%
67INVESCO S&P 500 DOWNSIDE HEDGED ETFIVZ42,195$1,4060.40%
68MCDONALD'S CORPMCD4,603$1,3740.39%
69AMGEN INCAMGN6,188$1,3740.39%
70CSX CORPCSX40,083$1,3670.39%
71VANGUARD 500 INDEX FUND ETF9229083633,253$1,3250.38%
72JP MORGAN EQUITY PREMIUM INCOME ETF46641Q33223,131$1,2800.37%
73PEPSICO INCPEP6,672$1,2360.35%
74AMAZON.COM INCAMZN9,214$1,2010.34%
75INVESCO S&P 500 EQUAL WEIGHT ETF IVZ8,000$1,1970.34%
76EVERGY INCEVRG20,380$1,1910.34%
77FIRST TRUST CAPITAL STRENGTH ETF33733E10415,073$1,1320.32%
78RAYTHEON TECHNOLOGIES CORP RTX11,391$1,1160.32%
79MONDELEZ INTL INC60920710515,083$1,1000.32%
80VANGUARD SHORT-TERM BOND ETF92193782714,389$1,0870.31%
81WISDOMTREE FLOATING RATE FUNDWT20,988$1,0560.30%
82PFIZER INCPFE28,717$1,0530.30%
83ISHARES CORE 1-5 YEAR USD BOND ETF46432F85922,448$1,0470.30%
84ISHARES 0-5 YEAR TIPS BOND ETF46429B74710,717$1,0460.30%
85LAMAR ADVERTISING CO CLASS ALAMR10,522$1,0440.30%
86EVERGY INCEVRG17,522$1,0240.29%
87EVERSOURCE ENERGY NPVES14,310$1,0150.29%
88US BANCORPUSB-PS29,118$9620.28%
89INVESCO QQQ TRUSTIVZ2,583$9540.27%
90STARBUCKS CORPSBUX9,212$9130.26%
91TECHNOLOGY SELECT SECTOR SPDR ETF81369Y8035,199$9040.26%
92CHEVRON CORPORATIONCVX5,687$8950.26%
93EMERSON ELECTRIC COEMR9,680$8750.25%
94APPLE COMPUTER INCAAPL4,445$8620.25%
95ABBVIE INCABBV6,364$8570.25%
96VANGUARD INTERNATIONAL HIGH DIVIDEND ETF92194679413,260$8380.24%
97VANGUARD FINANCIALS ETF92204A40510,019$8140.23%
98EVERSOURCE ENERGY NPVES10,949$7770.22%
99AMGEN INCAMGN3,478$7720.22%
100VANGUARD 500 INDEX FUND ETF9229083631,883$7670.22%
101LOCKHEED MARTIN CORPLMT1,653$7610.22%
102VANGUARD VALUE ETF9229087445,299$7530.22%
103ABBOTT LABORATORIESABLZF6,862$7480.21%
104BANK OF AMERICA CORP06050510425,750$7390.21%
105HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF51841610228,000$7370.21%
106INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ37,052$7120.20%
107ALERIAN MLP-ETF00162Q45217,952$7040.20%
108VANGUARD TOTAL WORLD STOCK INDEX FUND ETF9220427427,250$7030.20%
109VERIZON COMMUNICATIONS INCVZ18,778$6980.20%
110US BANCORPUSB-PS20,848$6890.20%
111SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X1092,000$6880.20%
112NVIDIA CORPNVDA1,607$6800.19%
113INVESCO S&P 500 EQUAL WEIGHT ETF IVZ4,530$6780.19%
114SAB BIOTHERAPEUTICS INCSABSW807,535$6700.19%
115GILEAD SCIENCES INCGILD8,633$6650.19%
116J.P.MORGAN CHASE & COVYLD4,568$6640.19%
117QUALCOMM INCQCOM5,319$6330.18%
118LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF51841640915,000$6210.18%
119ISHARES CORE S&P 500 ETF4642872001,343$5990.17%
120CISCO SYSTEMS INCCSCO11,250$5820.17%
121ENBRIDGE, INC.ENNPF15,593$5790.17%
122US BANCORPUSB-PS17,050$5630.16%
123BLACKSTONE INC BX6,000$5580.16%
124VANECK VECTORS BDC INCOME ETF92189F41135,712$5490.16%
125CVS/CAREMARK CORPORATIONCVS7,671$5300.15%
126CITIGROUP INCC-PR11,336$5220.15%
127INTEL CORPINTC15,165$5070.15%
128VANGUARD INTERMEDIATE-TERM TREASURY INDEX ETF92206C7068,358$4900.14%
129ISHARES CORE S&P SMALL-CAP ETF4642878044,907$4890.14%
130VANGUARD REAL ESTATE INDEX FUND ETF9229085535,803$4850.14%
131CVS/CAREMARK CORPORATIONCVS6,910$4780.14%
132PAYCHEX INC COMPAYX4,149$4640.13%
133BRISTOL MYERS SQUIBB COCELG-RI7,180$4590.13%
134TRI-CONTINENTAL CORPORATION ETF89543610316,574$4540.13%
135ALPS SECTOR DIVIDEND DOGS ETF00162Q8589,000$4500.13%
136AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF03210888817,370$4470.13%
137OCCIDENTAL PETROLEUM CORP6745991057,443$4380.13%
138CAPITAL ONE FINANCIAL CORP14040H1053,984$4360.12%
139MDU RESOURCES GROUP55269010920,375$4270.12%
140THERMO FISHER SCIENTIFIC INC TMO816$4260.12%
141MEDTRONIC PLCMDT4,829$4250.12%
142AUTOMATIC DATA PROCESSING INCADP1,907$4190.12%
143AMAZON.COM INCAMZN3,210$4180.12%
144VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8705,119$4050.12%
145VANGUARD HIGH DIVIDEND YIELD ETF9219464063,728$3950.11%
146NORFOLK SOUTHERN CORP COM6558441081,707$3870.11%
147KRAFT HEINZ COKHC10,842$3850.11%
148ON SEMICONDUCTOR CORPON4,000$3780.11%
149GENERAL ELECTRIC CO3696043013,426$3760.11%
150VANGUARD CONSUMER STAPLES ETF92204A2071,936$3760.11%
151MICROSOFT CORPMSFT1,100$3750.11%
152INTEL CORPINTC10,934$3660.10%
153SYSCO CORPSYY4,853$3600.10%
154ALERIAN MLP-ETF00162Q4529,100$3570.10%
155VANGUARD LARGE-CAP ETF9229086371,734$3520.10%
156ISHARES CORE S&P MID CAP ETF4642875071,336$3490.10%
157SPDR HEALTH CARE SELECT SECTOR ETF81369Y2092,606$3460.10%
158SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7889,201$3410.10%
159QUALCOMM INCQCOM2,777$3310.09%
160INVESCO PREFERRED ETFIVZ29,003$3300.09%
161ISHARES RUSSELL MID-CAP ETF4642874994,502$3290.09%
162APPLE COMPUTER INCAAPL1,694$3290.09%
163MICROSOFT CORPMSFT934$3180.09%
164CLOROX COCLX1,963$3120.09%
165FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF33733E5006,039$3090.09%
166INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ16,000$3080.09%
167ALERUS FINANCIAL CORP 01446U10317,036$3060.09%
168DAKTRONICS INCDAKT47,880$3060.09%
169BOEING COBA-PA1,411$2980.09%
170CUMMINS INC (EX. CUMMINS ENGINE INC)CMI1,211$2970.09%
171WEYERHAEUSER CO.WY8,793$2950.08%
172ISHARES GOLD TRUST ETFIAU8,100$2950.08%
173FINANCIAL SELECT SECTOR SPDR FUND81369Y6058,548$2880.08%
174FIRST TRUST INDXX NEXT G ETF33737K2054,004$2870.08%
175META PLATFORMS CLASS AMETA1,000$2870.08%
176CME GROUP INC COMCME1,551$2870.08%
177MASTERCARD INC CL AMA729$2870.08%
178VANGUARD UTILITIES ETF92204A8762,011$2860.08%
179EXXON MOBIL CORPXOM2,658$2850.08%
180VISA INC CLASS AV1,169$2780.08%
181BROOKFIELD INFRASTRUCTURE PARTNERS LPG162521017,582$2770.08%
182SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X109800$2750.08%
183LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF5184164096,560$2720.08%
184FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 33740F8056,000$2650.08%
185DNP SELECT INCOME FUND INC23325P10425,298$2650.08%
186ISHARES RUSSELL 1000 VALUE ETF4642875981,675$2640.08%
187VANGUARD FTSE EMERGING MARKETS ETF9220428586,500$2640.08%
188MDU RESOURCES GROUP55269010912,380$2590.07%
189DUPONT DE NEMOURS INCDD3,524$2520.07%
190INDUSTRIAL SELECT SECTOR SPDR ETF81369Y7042,313$2480.07%
191VISA INC CLASS AV1,024$2430.07%
192APPLE COMPUTER INCAAPL1,244$2410.07%
193BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A690$2350.07%
194VANGUARD SMALL-CAP ETF9229087511,172$2330.07%
195MERCK & CO INCMRK1,975$2280.07%
196VANGUARD GROWTH INDEX ETF922908736804$2270.07%
197VANGUARD CONSUMER DISCRETIONARY ETF92204A108799$2260.06%
198KNIFE RIVER HOLDING COMPANYKNF5,094$2220.06%
199BRISTOL MYERS SQUIBB COCELG-RI3,408$2180.06%
200AMAZON.COM INCAMZN1,664$2170.06%
201BLACKSTONE MTG TR INCBX10,315$2150.06%
202JPMORGAN BETABUILDERS JAPAN ETF46641Q2174,181$2150.06%
203SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY81369Y4071,241$2110.06%
204CISCO SYSTEMS INCCSCO4,055$2100.06%
205ABBVIE INCABBV1,526$2060.06%
206J.P.MORGAN CHASE & COVYLD1,414$2060.06%
207MERCK & CO INCMRK1,775$2050.06%
208CATERPILLAR INCCAT824$2030.06%
209BLACK HILLS CORPBKH3,377$2030.06%
210CORE ALTERNATIVE ETF53656F8477,060$1970.06%
211VANGUARD INTERNATIONAL HIGH DIVIDEND ETF9219467943,120$1970.06%
212ENERGY TRANSFER EQUITY LPET-PI15,000$1910.05%
213MERCK & CO INCMRK1,625$1880.05%
214NIKE INCNKE1,690$1870.05%
215ASML HOLDING NV ADR REP CORP COMMONASMLF256$1860.05%
216COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y8522,858$1860.05%
217HONEYWELL INTERNATIONAL INC438516106891$1850.05%
218US BANCORPUSB-PS5,585$1850.05%
219MICROSOFT CORPMSFT534$1820.05%
220FREEPORT MCMORAN COPPER & GOLD INCFCX4,500$1800.05%
221PRUDENTIAL FINANCIAL INCPUKPF1,995$1760.05%
222FORD MOTOR CO34537086011,617$1760.05%
223PROCTER & GAMBLE CO7427181091,159$1760.05%
224COSTCO WHOLESALE CORP22160K105327$1760.05%
225CARDINAL HEALTH INCCAH1,855$1750.05%
226WELLS FARGO & CO NEW9497461014,076$1740.05%
227EXXON MOBIL CORPXOM1,615$1730.05%
228INTERNATIONAL BUSINESS MACHINES CORP IBMINTR1,275$1710.05%
229VANGUARD ENERGY ETF92204A3061,500$1690.05%
230DOW, INCDOW3,128$1670.05%
231ELI LILLY & COLLY355$1660.05%
232ENERGY SELECT SECTOR SPDR FUND81369Y5062,002$1630.05%
233VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097682,782$1560.04%
234ISHARES 20 PLUS YEAR TREASURY BOND ETF4642874321,519$1560.04%
235ISHARES RUSSELL 1000 GROWTH ETF464287614565$1550.04%
236CHEVRON CORPORATIONCVX981$1540.04%
237VANGUARD SMALL-CAP VALUE ETF922908611910$1510.04%
238SHELL PLC SPON ADSRYDAF2,500$1510.04%
239MCDONALD'S CORPMCD500$1490.04%
240KRAFT HEINZ COKHC4,165$1480.04%
241WELLS FARGO & CO NEW9497461013,476$1480.04%
242UNITED PARCEL SERVICE INCUPS828$1480.04%
243JOHNSON & JOHNSONJNJ889$1470.04%
244LOCKHEED MARTIN CORPLMT319$1470.04%
245GSK PLC ADRGLAXF3,984$1420.04%
246CAPITAL ONE FINANCIAL CORP14040H1051,288$1410.04%
247ABBOTT LABORATORIESABLZF1,285$1400.04%
248HONEYWELL INTERNATIONAL INC438516106675$1400.04%
249VANGUARD INDUSTRIALS ETF92204A603668$1370.04%
250INVESCO QQQ TRUSTIVZ372$1370.04%
251VANGUARD MID-CAP VALUE ETF922908512981$1360.04%
252KNIFE RIVER HOLDING COMPANYKNF3,095$1350.04%
253GILEAD SCIENCES INCGILD1,745$1340.04%
254ISHARES IBOXX INVESTMENT GRADE CRP BOND ETF4642872421,229$1330.04%
255GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF37954Y8303,500$1320.04%
256ISHARES S&P 500 VALUE ETF464287408817$1320.04%
257ISHARES S & P 500 GROWTH ETF4642873091,864$1310.04%
258ISHARE CORE MSCI EAFE ETF46432F8421,898$1280.04%
259PFIZER INCPFE3,480$1280.04%
260PFIZER INCPFE3,458$1270.04%
261AT&T INC.T-PC7,971$1270.04%
262FISERV INCFISV1,000$1260.04%
263WALMART INCWMT793$1250.04%
264MONDELEZ INTL INC6092071051,680$1230.04%
265BANK OF AMERICA CORP0605051044,301$1230.04%
266CVS/CAREMARK CORPORATIONCVS1,760$1220.03%
267GLOBAL X CLOUD COMPUTING ETF37954Y4426,120$1210.03%
268NVIDIA CORPNVDA285$1210.03%
269NOVARTIS AG ADRNVSEF1,190$1200.03%
270TEREX CORPORATION TEX2,000$1200.03%
271LOWES COS INC COM548661107530$1200.03%
272ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396834$1200.03%
273NORTHWESTERN CORPNWE2,096$1190.03%
274ISHARES CORE S&P SMALL-CAP ETF4642878041,170$1170.03%
275ISHARES GNMA BOND ETF46429B3332,592$1140.03%
276SHOCKWAVE MEDICAL INC 82489T104400$1140.03%
277SCHLUMBERGER LTDSLB2,218$1090.03%
278PROCTER & GAMBLE CO742718109721$1090.03%
279COCA-COLA COKO1,790$1080.03%
280UNION PACIFIC CORPUNP530$1080.03%
281CHEVRON CORPORATIONCVX678$1070.03%
282MDU RESOURCES GROUP5526901095,115$1070.03%
283SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8482,633$1070.03%
284COMPASS MINERALS INTERNATIONAL INC COMP3,121$1060.03%
285VANGUARD FTSE ALL WORLD EX US ETF9220427751,956$1060.03%
286CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,434$1060.03%
287VANGUARD ENERGY ETF92204A306931$1050.03%
288ENBRIDGE, INC.ENNPF2,782$1030.03%
289SYSCO CORPSYY1,375$1020.03%
290AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086074,453$1010.03%
291VANGUARD COMMUNICATION SERVICES ETF92204A884949$1010.03%
292JOHNSON & JOHNSONJNJ606$1000.03%
293JP MORGAN EQUITY PREMIUM INCOME ETF46641Q3321,812$1000.03%
294FIRSTENERGY CORP COMFE2,510$980.03%
295STARBUCKS CORPSBUX975$970.03%
296UNITEDHEALTH GROUP INC COMUNH200$960.03%
297GENERAL MTRS CO COM37045V1002,500$960.03%
298EMERSON ELECTRIC COEMR1,054$950.03%
299SYSCO CORPSYY1,275$950.03%
300VERIZON COMMUNICATIONS INCVZ2,516$940.03%
301ISHARES CORE US TREASURY BOND ETF46429B2674,045$930.03%
302GENERAL ELECTRIC CO369604301847$930.03%
303VERIZON COMMUNICATIONS INCVZ2,465$920.03%
304GE HEALTHCARE TECHNOLOGIES INCGEHC1,119$910.03%
305HOME DEPOT INCHD290$900.03%
306AVANTIS US SMALL CAP VALUE ETF0250728771,146$890.03%
307PEPSICO INCPEP475$880.03%
308PAYCHEX INC COMPAYX788$880.03%
309CORE ALTERNATIVE ETF53656F8473,000$840.02%
310MATERIALS SELECT SECTOR SPDR ETF 81369Y1001,000$830.02%
311ELI LILLY & COLLY177$830.02%
312AUTODESK INC COMADSK400$820.02%
313CELANESE CORP DEL COM SER ACE700$810.02%
314HOME DEPOT INCHD260$810.02%
315DUKE ENERGY CORPDUKB896$800.02%
316ISHARES CORE S&P TOTAL US STOCK MARKET ETF464287150822$800.02%
317VANGUARD S&P SMALL CAP 600 ETF921932828858$790.02%
318USA COMPRESSION PARTNERS LPUSAC4,000$790.02%
319CME GROUP INC COMCME423$780.02%
320VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF921908844473$770.02%
321EXELON CORPORATIONEXC1,883$770.02%
322J.P.MORGAN CHASE & COVYLD530$770.02%
323NORFOLK SOUTHERN CORP COM655844108341$770.02%
324CONOCOPHILLIPSCOP711$740.02%
325ALPHABET INC CL AGOOG620$740.02%
326ISHARES RUSSELL MID-CAP ETF464287499980$720.02%
327WISDOMTREE EMERGING MARKETS HIGH DIVIDEND ETFWT1,891$720.02%
328INVESCO S&P 500 DOWNSIDE HEDGED ETFIVZ2,146$710.02%
329CHIPOTLE MEXICAN GRILL INC COMCMG33$710.02%
330JOHNSON CONTROLS INTERNATIONAL PLCG515021051,035$710.02%
331HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF5184161022,700$710.02%
332CLOROX COCLX440$700.02%
333SPDR S&P GLOBAL INFRASTRUCTURE ETF78463X8551,312$700.02%
334APA CORPORATIONAPA1,957$670.02%
335DORCHESTER MINERALS, LPDMLP2,210$660.02%
336KRAFT HEINZ COKHC1,843$650.02%
337PFIZER INCPFE1,740$640.02%
338GSK PLC ADRGLAXF1,780$630.02%
339HONEYWELL INTERNATIONAL INC438516106300$620.02%
340VANGUARD MID-CAP GROWTH INDEX ETF922908538300$620.02%
341VANGUARD MATERIALS ETF92204A801340$620.02%
342UNITED PARCEL SERVICE INCUPS345$620.02%
343VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,091$610.02%
344SPDR S&P GLOBAL NATURAL RESOURCES ETF78463X5411,088$590.02%
345BRISTOL MYERS SQUIBB COCELG-RI920$590.02%
346BHP GROUP LIMITEDBHPLF976$580.02%
347CONSTELLATION ENERGY CORPCEG627$570.02%
348COMPASS MINERALS INTERNATIONAL INC COMP1,649$560.02%
349KNIFE RIVER HOLDING COMPANYKNF1,278$560.02%
350ISHARES GLOBAL REIT ETF46434V6472,426$560.02%
351VANGUARD INDUSTRIALS ETF92204A603273$560.02%
352MERCK & CO INCMRK480$550.02%
353ABBOTT LABORATORIESABLZF500$550.02%
354ALTRIA GROUP INCMO1,190$540.02%
355GILEAD SCIENCES INCGILD700$540.02%
356DISCOVER FINL SVCS COM254709108450$530.02%
357CONOCOPHILLIPSCOP511$530.02%
358PEPSICO INCPEP283$520.01%
359ISHARES MSCI EMERGING MARKETS ETF4642872341,300$510.01%
360ISHARES SELECT DIVIDEND - ETF464287168447$510.01%
361VANGUARD HIGH DIVIDEND YIELD ETF921946406476$500.01%
362ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME ETF01864U1064,700$500.01%
363FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX ETF33733E203320$490.01%
364ISHARES US REGIONAL BANKS ETF4642887781,440$490.01%
365STARBUCKS CORPSBUX490$490.01%
366CLOROX COCLX300$480.01%
367AMGEN INCAMGN215$480.01%
368ALPHABET INC CL CGOOG400$480.01%
369VANGUARD GLOBAL EX-US REAL ESTATE ETF9220426761,171$470.01%
370BP PLCBPPFF1,325$470.01%
371TRUIST FINANCIAL CORPORATION89832Q1091,540$470.01%
372ISHARES CORE S&P MID CAP ETF464287507175$460.01%
373RAYTHEON TECHNOLOGIES CORP RTX466$460.01%
374VANGUARD FTSE EMERGING MARKETS ETF9220428581,100$450.01%
3753M COMMM450$450.01%
376ENTERGY CORPENO450$440.01%
377AVANTIS US SMALL CAP VALUE ETF025072877561$440.01%
378J.P.MORGAN CHASE & COVYLD304$440.01%
379TESLA, INC.TSLA169$440.01%
380ORACLE CORPORCL-PD370$440.01%
381SOUTHERN COSOMN617$430.01%
382FREYR BATTERY L4135L1004,500$420.01%
383ISHARES U.S. MEDICAL DEVICES ETF 464288810750$420.01%
384WALT DISNEY CO CORP254687106476$420.01%
385INVESCO DYNAMIC BIOTECH & GENOME ETFIVZ670$410.01%
386DEERE & COMPANYDE100$410.01%
387ALPHABET INC CL CGOOG340$410.01%
388INVESCO PREFERRED ETFIVZ3,594$410.01%
389TARGET CORPTGT300$400.01%
390ADVANCED MICRO DEVICES INCAMD350$400.01%
391VANGUARD EXTENDED MARKET ETF922908652270$400.01%
392VANGUARD MID-CAP ETF922908629177$390.01%
393HOME DEPOT INCHD127$390.01%
394NORTHWESTERN CORPNWE667$380.01%
395BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS ABIPC841$380.01%
396FIRST TRUST INDXX NEXT G ETF33737K205525$380.01%
397ECOLAB INCECL200$370.01%
398INVESCO MUNICIPAL OPPORTUNITY TRUSTIVZ3,964$370.01%
399ADOBE SYSTEMS INCADBE75$370.01%
400AMGEN INCAMGN160$360.01%
401TEXAS INSTRUMENTS INC882508104200$360.01%
402MICROCHIP TECHNOLOGY INCMCHPP400$360.01%
403WISDOMTREE CLOUD COMPUTING ETFWT1,118$350.01%
404VERIZON COMMUNICATIONS INCVZ953$350.01%
405ISHARES S&P SMALL CAP 600 VALUE ETF464287879370$350.01%
406WELLS FARGO & CO NEW949746101788$340.01%
407PAYPAL HOLDINGS, INC PYPL508$340.01%
408INTERNATIONAL BUSINESS MACHINES CORP IBMINTR250$330.01%
409NEXTERA ENERGY INC. COMNEE-PW440$330.01%
410SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359475$330.01%
411PIMCO MUNICIPAL INCOME FUND II72200W1063,500$320.01%
412ADVANCE AUTO PARTS INC COMAAP450$320.01%
413ASPEN AEROGELS INC CORP COMMONASPN4,000$320.01%
414GENERAL DYNAMICS CORPGD150$320.01%
415VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF921908844200$320.01%
416BROADRIDGE FINL SOLUTIONS INCOM11133T103195$320.01%
417CAPITAL ONE FINANCIAL CORP14040H105285$310.01%
418VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409405$310.01%
419VANGUARD FINANCIALS ETF92204A405370$300.01%
420TRAVELERS CO'S INC.TRV170$300.01%
421SPDR PORTFOLIO DEVELOPED WORLD EX-US78463X889909$300.01%
422BHP GROUP LIMITEDBHPLF486$290.01%
423ISHARES NATIONAL MUNI BOND ETF464288414275$290.01%
424EXACT SCIENCES CORP30063P105300$280.01%
425ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G326450$280.01%
426PLAINS ALL AMERICAN LP7265031052,000$280.01%
427CRISPR THERAPEUTICS AGCRSP500$280.01%
428DRIL QUIP2620371041,200$280.01%
429XCEL ENERGY INCXELLL427$270.01%
430STANDARD LITHIUM LTD CORP COMMONSLI6,000$270.01%
431CULLEN/FROST BANKERS INCCFR-PB250$270.01%
432CATERPILLAR INCCAT110$270.01%
433CRANE COMPANYCR301$270.01%
434DOW, INCDOW500$270.01%
435CISCO SYSTEMS INCCSCO525$270.01%
436NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CFNU2,300$260.01%
437VANGUARD HEALTH CARE ETF92204A504105$260.01%
438VANGUARD TOTAL STOCK MARKET ETF922908769120$260.01%
439ESSENTIAL UTILITIES INC29670G102650$260.01%
440EXXON MOBIL CORPXOM243$260.01%
441CHARLES SCHWAB CORPSCHW-PJ450$260.01%
442DIAGEO PLC SPONSORED ADR DGEAF150$260.01%
443TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803150$260.01%
444VANGUARD ULTRA SHORT BOND ETF92203C303500$250.01%
445ISHARES CORE S&P SMALL-CAP ETF464287804251$250.01%
446ASML HOLDING NV ADR REP CORP COMMONASMLF35$250.01%
447CATERPILLAR INCCAT100$250.01%
448COSTCO WHOLESALE CORP22160K10545$240.01%
449AFLAC INCAFL340$240.01%
450GLOBAL X LITHIUM & BATTERY TECH ETF37954Y855373$240.01%
451CONSOLIDATED EDISON INCED262$240.01%
452INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETFIVZ1,000$240.01%
453EMERSON ELECTRIC COEMR250$230.01%
454WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND ETFWT382$230.01%
455SCHWAB US LARGE CAP VALUE ETF808524409345$230.01%
456HALLIBURTON COHAL700$230.01%
457REPUBLIC SERVICES INC760759100150$230.01%
458CROWN CASTLE INTERNATIONAL CORP REITCCI200$230.01%
459FORD MOTOR CO3453708601,425$220.01%
460UNITED THERAPEUTICS CORP DELUTHR100$220.01%
461VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771470$220.01%
462MARATHON PETE CORP COMMARA190$220.01%
463ISHARES S&P MID CAP 400 GROWTH ETF464287606296$220.01%
464SPDR S&P 500 ETFSPY50$220.01%
465NEXTERA ENERGY INC. COMNEE-PW300$220.01%
466ISHARES S&P MID-CAP 400 VALUE ETF464287705192$210.01%
467KIMBERLY-CLARK CORPKMB150$210.01%
468BANK OF AMERICA CORP060505104715$210.01%
469SPDR GOLD SHARESGLD120$210.01%
470BANK NEW YORK MELLON CORP COM064058100476$210.01%
471DELTA AIRLINESDAL435$210.01%
472AMERICAN WATER WORKS030420103150$210.01%
473ENTERPRISE PRODUCTS PARTNERS, LP293792107772$200.01%
474FIRST INTERSTATE BANCSYSTEM INC CLASS A32055Y201842$200.01%
475HONEYWELL INTERNATIONAL INC43851610695$200.01%
476ALLSTATE CORPALL-PJ184$200.01%
477ISHARES CORE MSCI EMERGING MARKETS ETF46434G103414$200.01%
478ISHARES CORE S&P SMALL-CAP ETF464287804197$200.01%
479JOHNSON & JOHNSONJNJ120$200.01%
480SCHLUMBERGER LTDSLB415$200.01%
481TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR874039100200$200.01%
482VANGUARD MID-CAP GROWTH INDEX ETF92290853895$200.01%
483WD-40 COMPANYWDFC100$190.01%
484AMERICAN TOWER REIT03027X100100$190.01%
485UNITEDHEALTH GROUP INC COMUNH40$190.01%
486NORFOLK SOUTHERN CORP COM65584410885$190.01%
487FINANCIAL SELECT SECTOR SPDR FUND81369Y605552$190.01%
488ISHARES RUSSELL 1000 GROWTH ETF46428761468$190.01%
489STEPAN COMPANYSCL200$190.01%
490GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y624740$190.01%
491AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF032108888695$180.01%
492AT&T INC.T-PC1,110$180.01%
493WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITYHYI1,500$180.01%
494GSK PLC ADRGLAXF516$180.01%
495CRANE NXT, COCXT301$170.00%
496ISHARES RUSSELL 1000 VALUE ETF464287598105$170.00%
497APA CORPORATIONAPA500$170.00%
498PHILLIPS 66PSX176$170.00%
499KINDER MORGAN INCEP-PC1,000$170.00%
500VANECK JUNIOR GOLD MINERS ETF92189F791463$170.00%