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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

CoreFirst Bank & Trust

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001845199-23-000002

Total Value
$137.4M
Positions
467
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (467)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL68,391$11.3M8.21%
2Colgate Palmolive CoCL132,620$10.0M7.25%
3Exxon Mobil CorpXOM31,089$3.4M2.48%
4Vanguard High Dividend Yield Index92194640630,471$3.2M2.34%
5Microsoft CorpMSFT11,019$3.2M2.31%
6Johnson & JohnsonJNJ18,224$2.8M2.06%
7Chevron CorpCVX15,752$2.6M1.87%
8Avantis Intl Small Cap Value02507280240,859$2.4M1.74%
9Procter & Gamble Co74271810915,710$2.3M1.70%
10McDonalds CorpMCD8,335$2.3M1.70%
11Vanguard Dividend Appreciation ETF92190884414,972$2.3M1.68%
12Avantis Emerging Markets Equity02507260437,346$2.0M1.44%
13Lowes Cos Inc5486611079,640$1.9M1.40%
14IShares Edge MSCI Intl Value46435G40977,379$1.9M1.40%
15Home Depot IncHD5,917$1.7M1.27%
16Pfizer IncPFE40,682$1.7M1.21%
17Coca Cola CoKO25,498$1.6M1.15%
18PepsiCo IncPEP7,981$1.5M1.06%
19Walmart Stores IncWMT9,754$1.4M1.05%
20Norfolk Southern Corp6558441086,761$1.4M1.04%
21Spdr Trust Series 1SPY3,500$1.4M1.04%
22Vanguard International High DVD Yield92194679422,924$1.4M1.03%
23Iron Mountain Inc New46284V10126,770$1.4M1.03%
24J P Morgan Chase & CoVYLD10,582$1.4M1.00%
25Nike IncNKE11,042$1.4M0.99%
26Merck & Co., IncMRK12,634$1.3M0.98%
27ConocophillipsCOP13,437$1.3M0.97%
28Avantis US Small Cap Value02507287717,261$1.3M0.93%
29Unitedhealth Group IncUNH2,698$1.3M0.93%
30Texas Instrs Inc8825081045,819$1.1M0.79%
31Vanguard International DVD Apprecation92194681012,987$956,8820.70%
32Altria Group IncMO21,025$938,1360.68%
33Eaton Corp PLCETN5,423$929,1770.68%
34Abbvie IncABBV5,764$918,6090.67%
35Visa IncV4,009$903,8690.66%
36The Walt Disney Co2546871069,014$902,5720.66%
37Evergy IncEVRG14,690$897,8530.65%
38Caterpillar IncCAT3,919$896,8240.65%
39Bristol Myers Squibb CoCELG-RI12,902$894,2380.65%
40Berkshire Hathaway Inc Cl BBRK-A2,719$839,5460.61%
41AT&T IncT-PC42,846$824,7860.60%
42Accenture PLC Cl AACN2,845$813,1290.59%
43Danaher Corp Del2358511023,032$764,1850.56%
44Global X Russell 2000 Covered Call37954Y45942,326$760,1750.55%
45JP Morgan Equity Premium Income ETF46641Q33213,696$747,8020.54%
46Verizon CommunicationsVZ19,070$741,6320.54%
47Fiserv IncFISV6,400$723,3920.53%
48Marathon Petroleum CorpMARA5,022$677,1160.49%
49International Business MachinesINTR5,161$676,5550.49%
50Amgen IncAMGN2,744$663,3620.48%
51Global X MLP & Energy Infrastructure37954Y29316,400$655,1800.48%
52FlexShare Global Upstream Nat Res ETFFLEX15,130$639,8480.47%
53Raytheon Technologies CorpRTX6,303$617,2530.45%
54Cigna Group1255231002,395$611,9940.45%
55Cisco Sys Inc ComCSCO11,504$601,3720.44%
56S&P Global IncSPGI1,686$581,2820.42%
57Deere & CoDE1,380$569,7740.41%
58Philip Morris International7181721095,732$557,4370.41%
59American Express CoAXP3,353$553,0770.40%
60Southern CoSOMN7,775$540,9850.39%
61Costco Whsl Corp New22160K1051,087$540,0980.39%
62Ford Motor Co34537086039,788$501,3290.36%
63Microsoft CorpMSFT1,730$498,7590.36%
64Amazon Com IncAMZN4,820$497,8580.36%
65Union Pac CorpUNP2,378$478,5960.35%
66Wells Fargo & Co New94974610112,499$467,2130.34%
67Berkshire Hathaway Inc Cl ABRK-A1$465,6000.34%
68Nextera Energy IncNEE-PW6,030$464,7920.34%
69Huntsman CorpHUN16,709$457,1580.33%
70Starbucks CorpSBUX4,258$443,3860.32%
71Nucor CorpNUE2,854$440,8570.32%
72IntuitINTU980$436,9130.32%
73Honeywell Intl Inc4385161062,284$436,5180.32%
74Abbott LabsABLZF4,205$425,7980.31%
75Portland General Electric Co7365088478,616$421,2360.31%
76Becton Dickinson & CoBDX1,692$418,8380.30%
77Walmart Stores IncWMT2,800$412,8600.30%
78Automatic Data Processing IncADP1,852$412,3110.30%
79Lilly Eli & CoLLY1,200$412,1040.30%
80CVS CorpCVS5,545$412,0490.30%
81United Parcel Service Inc Cl BUPS2,118$410,8710.30%
82Procter & Gamble Co7427181092,754$409,4920.30%
83Corning IncGLW11,319$399,3340.29%
84Albemarle CorpALB-PA1,800$397,8720.29%
85Mondelez International Inc6092071055,704$397,6830.29%
86Oracle CorpORCL-PD4,268$396,5830.29%
87Discover Financial Services2547091083,900$385,4760.28%
88Emerson Electric CoEMR4,286$373,4820.27%
89Church & Dwight Co IncCHD4,000$353,6400.26%
90Phillips 66PSX3,443$349,0510.25%
91Novo-Nordisk A/S ADRNONOF2,189$348,3570.25%
92Ishares Dow Jones Select Dividend Index Fund4642871682,947$345,3290.25%
93ARES Management LPARES-PB4,090$341,2700.25%
94Dominion Energy IncD6,076$339,7090.25%
95Alphabet Inc Cl CGOOG3,220$334,8800.24%
96Weyerhaeuser CoWY10,979$330,7970.24%
97Alphabet Inc Cl AGOOG3,120$323,6380.24%
98Target CorpTGT1,938$320,9910.23%
99Netflix IncNFLX925$319,5690.23%
100Vanguard Total Stock Mkt ETF9229087691,529$312,0690.23%
101Home Depot IncHD1,050$309,8760.23%
102ONEOK Inc.OKE4,730$300,5440.22%
103American Tower Corp03027X1001,434$293,0240.21%
104General Electric Co3696043013,054$291,9620.21%
105Intercontinental Exchange Inc45866F1042,772$289,0920.21%
106Edwards Lifescience CorpEW3,480$287,9000.21%
107Dow Inc.DOW5,153$282,4870.21%
108AT&T IncT-PC14,030$270,0780.20%
109Northrop Grumman CorpNOC570$263,1800.19%
110Intel CorpINTC8,040$262,6670.19%
111DuPont de Nemours Inc.DD3,628$260,3820.19%
112Zimmer Biomet Holdings IncZBH2,011$259,8210.19%
113FI Enhanced Large Cap GrowthUSML528$254,1710.18%
114General Mills Inc3703341042,941$251,3380.18%
115Bunge LimitedBG2,610$249,3070.18%
116Ameren CorpAEE2,840$245,3480.18%
117Owens CorningOC2,560$245,2480.18%
118Xcel Energy IncXELLL3,559$240,0190.17%
119Southwest Airls Co8447411087,317$238,0950.17%
120Csx CorpCSX7,836$234,6100.17%
121Duke Energy CorpDUKB2,417$233,1680.17%
122Medtronic PLCMDT2,850$229,7670.17%
123Capitol Federal Financial Inc14057J10134,105$229,5270.17%
124Activision Blizzard Inc00507V1092,640$225,9580.16%
125Philip Morris International7181721092,296$223,2860.16%
126Kimberly Clark CorpKMB1,606$215,5570.16%
127Conagra Brands IncCAG5,619$211,0500.15%
128Kellogg CoBEKE3,117$208,7140.15%
129Alphabet Inc Cl CGOOG2,000$208,0000.15%
130Alphabet Inc Cl AGOOG2,000$207,4600.15%
131Bank Of America Corporation0605051047,243$207,1500.15%
132Metlife IncMET-PF3,566$206,6140.15%
133Marathon Petroleum CorpMARA1,522$205,2110.15%
134Allstate CorpALL-PJ1,796$199,0150.14%
135Novartis AG ADRNVSEF2,159$198,6280.14%
136Enterprise Products Partners LP2937921077,530$195,0270.14%
1373m CoMMM1,850$194,4540.14%
138Stryker CorpSYK680$194,1200.14%
139Leggett & Platt IncLEG5,898$188,0280.14%
140Advanced Micor DevicesAMD1,843$180,6320.13%
141Hershey CompanyHSY704$179,1050.13%
142Starbucks CorpSBUX1,702$177,2290.13%
143Pioneer Natural Resources Co723787107845$172,5830.13%
144Exxon Mobil CorpXOM1,540$168,8760.12%
145Vanguard Tax Managed Intl MSCI EAFE9219438583,664$165,5030.12%
146Boeing CoBA-PA766$162,7210.12%
147Gilead SCI IncGILD1,920$159,3020.12%
148V F CorpVFC6,838$156,6590.11%
149Baxter International Inc0718131093,811$154,5740.11%
150Enbridge IncENNPF3,978$151,7610.11%
151Corteva Inc.CTVA2,512$151,4990.11%
152Iron Mountain Inc New46284V1012,800$148,1480.11%
153Vanguard Total Intl Stock Index Fd EFT9219097682,630$145,2020.11%
154Chevron CorpCVX886$144,5600.11%
155Verizon CommunicationsVZ3,621$140,8210.10%
156Altria Group IncMO3,098$138,2330.10%
157The Clorox CompanyCLX859$135,9280.10%
158Northern Tr CorpNTRSO1,525$134,3980.10%
159Halliburton CoHAL4,180$132,2550.10%
160Salesforce.com IncCRM656$131,0560.10%
161Lamb Weston Holding IncLW1,205$125,9470.09%
162S & T Bancorp IncSTBA4,000$125,8000.09%
163Canadian National Railway Co1363751021,059$124,9300.09%
164J P Morgan Chase & CoVYLD943$122,8820.09%
165Ishares Russell Midcap Value Index Fund4642874731,152$122,3420.09%
166Eaton Corp PLCETN703$120,4520.09%
167Amazon Com IncAMZN1,160$119,8160.09%
168Exelon CorpEXC2,833$118,6740.09%
169US BancorpUSB-PS3,275$118,0640.09%
170Chubb LimitedCB606$117,6730.09%
171Walgreens Boots Alliance Inc9314271083,397$117,4680.09%
172Pfizer IncPFE2,845$116,0760.08%
173Cardinal Health IncCAH1,530$115,5150.08%
174Comcast Corp Cl ACCZ2,907$110,2040.08%
175Hunt (Jb)transportation Svcs Inc445658107626$109,8380.08%
176Ameriprise Financial Inc03076C106355$108,8080.08%
177NOV Inc ComNOV5,790$107,1730.08%
178Apple IncAAPL648$106,8550.08%
179Target CorpTGT641$106,1690.08%
180Waste Mgmt Inc Del94106L109640$104,4290.08%
181Nvidia CorpNVDA368$102,2190.07%
182Republic Services Inc760759100750$101,4150.07%
183McDonalds CorpMCD358$100,1000.07%
184First Solar IncFSLR460$100,0500.07%
185Ishares Russell Midcap Growth4642874811,096$99,7910.07%
186Cummins IncCMI411$98,1800.07%
187VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,963$96,0300.07%
188American Water Works Co Inc030420103652$95,5110.07%
189Goldman Sachs Group Inc.GSCE286$93,5530.07%
190Invesco QQQ Trust Series IIVZ290$93,0700.07%
191Realty Income CorpO1,440$91,1810.07%
192PPG Industries Inc693506107672$89,7660.07%
193Warner Bros Discovery IncWBD5,785$87,3540.06%
194American Water Works Co Inc030420103578$84,6710.06%
195Biogen Idec IncBIIB304$84,5210.06%
196GE Healthcare TechnologyGEHC1,015$83,2600.06%
197Ishares Russell 2000 Value Index Fund464287630600$82,2120.06%
198Colgate Palmolive CoCL1,088$81,7630.06%
199Xylem IncXYL779$81,5610.06%
200Merck & Co., IncMRK759$80,7500.06%
201Union Pac CorpUNP400$80,5040.06%
202AllianceBernstein Holding LP01881G1062,165$79,1520.06%
203Plains All American Pipeline LP7265031056,303$78,5980.06%
204Dow Inc.DOW1,432$78,5020.06%
205Lockheed Martin CorpLMT165$78,0000.06%
206Kohls CorpKSS3,305$77,8000.06%
207TJX Companies Inc872540109982$76,9500.06%
208Otis Worldwide CorpOTIS909$76,7200.06%
209GSK PLC - Spon ADRGLAXF2,136$75,9990.06%
210Summit Materials Inc86614U1002,651$75,5270.05%
211Fastenal CoFAST1,400$75,5160.05%
212OGEOGE1,998$75,2450.05%
213Ishares S&P 500 Index Fund464287200182$74,8170.05%
214NXP SemiconductorsNXPI400$74,5900.05%
215Masco CorpMAS1,500$74,5800.05%
216iShares Edge MSCI USA Value ETF46432F388802$74,2570.05%
217Novo-Nordisk A/S ADRNONOF458$72,8860.05%
218Artisan Partners Asset MA-A04316A1082,255$72,1150.05%
219Caterpillar IncCAT314$71,8560.05%
220Linde PLCLIN200$71,0880.05%
221Eversource EnergyES907$70,9820.05%
222Darling Ingredients Inc.DAR1,200$70,0800.05%
223Johnson & JohnsonJNJ445$68,9750.05%
224Paychex IncPAYX600$68,7540.05%
225Parker Hannifin CorpPH200$67,2220.05%
226IShares Russell 1000 Value464287598440$66,9940.05%
227IShares Core US Aggregate Bond Fund464287226669$66,6590.05%
228MFC SPDR Dow Jones Industrial Average ETF Tr78467X109195$64,8610.05%
229Williams Companies Inc9694571002,136$63,7810.05%
230Metlife IncMET-PF1,100$63,7340.05%
231Bristol Myers Squibb CoCELG-RI915$63,4190.05%
232Halliburton CoHAL1,970$62,3310.05%
233Nucor CorpNUE400$61,7880.04%
234Mastercard IncMA170$61,7800.04%
235Ishares Russell 1000 Growth464287614250$61,0830.04%
236IShares S&P 500 Growth Index Fund464287309956$61,0790.04%
237Illinois Tool Works452308109250$60,8630.04%
238Arrow Electrs Inc042735100483$60,3120.04%
239Comcast Corp Cl ACCZ1,586$60,1250.04%
240Estee Lauder Cl A518439104241$59,3970.04%
241Bank New York Mellon Corp0640581001,290$58,6180.04%
242MFC SPDR Dow Jones Industrial Average ETF Tr78467X109175$58,2090.04%
243Citigroup IncC-PR1,241$58,1900.04%
244Nuveen Floating Rate Income67072T1087,048$57,7940.04%
245Abbvie IncABBV361$57,5330.04%
246Eog Res IncEOG500$57,3150.04%
247Cisco Sys Inc ComCSCO1,089$56,9270.04%
248iShares Core MSCI Emerging Markets ETF46434G1031,150$56,1090.04%
249Raytheon Technologies CorpRTX569$55,7220.04%
250Public Svc Enterprise Group744573106864$53,9570.04%
251Ishares S&P 500 Value Index Fund464287408355$53,8750.04%
252Meta Platforms IncMETA252$53,4090.04%
253Diageo PlcDGEAF292$52,9050.04%
254Archer-Daniels Midland CoADM658$52,4160.04%
255NOV Inc ComNOV2,830$52,3830.04%
256Intel CorpINTC1,595$52,1090.04%
257Constellation EnergyCEG662$51,9670.04%
258Edison Intl281020107736$51,9540.04%
259iShares S&P MidCap 400464287507205$51,2830.04%
260American Tower Corp03027X100246$50,2680.04%
261Kroger CoKR1,018$50,2590.04%
262Exelon CorpEXC1,195$50,0590.04%
263Evergy IncEVRG818$49,9960.04%
264Zoetis Inc ComZTS300$49,9320.04%
265Goldman Sachs Group Inc.GSCE150$49,0670.04%
266PepsiCo IncPEP268$48,8560.04%
267Nuveen Preferred Income Opportunities FundNU7,414$48,7840.04%
268Tesla IncTSLA231$47,9230.03%
269Tractor Supply CompanyTSCO200$47,0080.03%
270Envista Holdings CorpNVST1,132$46,2760.03%
271Magellan Midstream Partners LP559080106840$45,5780.03%
272L3Harris TechnologiesLHX230$45,1350.03%
273Keycorp New4932671083,591$44,9590.03%
274Nuveen Quality Preferred IINU6,837$44,1670.03%
275Kimberly Clark CorpKMB322$43,2190.03%
276Microchip Technology Inc ComMCHPP514$43,0630.03%
277Ross Stores IncROST402$42,6640.03%
278Eaton Vance Tax Managed Diversified EquityETN3,625$42,3040.03%
279Nuveen NASDAQ 100 Dynamic Overwrite Fund6706991071,754$41,9910.03%
280McKesson CorpMCK117$41,6580.03%
281Toyota Motor CorpTOYOF293$41,5150.03%
282Yum! Brands IncYUM313$41,3410.03%
283Leggett & Platt IncLEG1,294$41,2530.03%
284Morgan Stanley Com NewMS-PQ468$41,0900.03%
285Firstenergy CorpFE1,002$40,1400.03%
286Permian Basin Royalty Trust7142361061,640$40,0160.03%
287Norfolk Southern Corp655844108188$39,8560.03%
288Kimco Realty Corp49446R1092,015$39,3530.03%
289Eaton Vance Enhanced Equity Income IIETN2,299$37,7040.03%
290Blackrock IncBLK56$37,4710.03%
291General Electric Co369604301375$35,8500.03%
292General Mills Inc370334104408$34,8680.03%
293Netflix IncNFLX100$34,5480.03%
294Vanguard Mid-Cap922908629160$33,7470.02%
295Qualcomm IncQCOM262$33,4260.02%
296Jazz Pharmaceuticals PLCJAZZ225$32,9240.02%
297Nuveen S&P 500 Buy-Write Income FdNU2,485$32,5290.02%
298SPDR S&P Midcap 400 ETFMDY70$32,0890.02%
299Bunge LimitedBG330$31,5220.02%
300Corning IncGLW888$31,3290.02%
301Constellation EnergyCEG398$31,2430.02%
302Eaton Vance Tax Managed Global Income FundETN4,000$31,2400.02%
303Interpublic Group Of CoINTR828$30,8350.02%
304Roper TechnologiesROP69$30,4080.02%
305Morgan Stanley Com NewMS-PQ343$30,1150.02%
306Snap-On IncSNA119$29,3800.02%
307Vanguard Short-Term Treasury ETF92206C102500$29,2700.02%
308Ishares S&P Smallcap 600464287804300$29,0100.02%
309Huntington Bancshares IncHBANP2,508$28,0900.02%
310Warner Bros Discovery IncWBD1,838$27,7540.02%
311Kimco Realty Corp49446R1091,380$26,9510.02%
312Firstenergy CorpFE660$26,4400.02%
313HALEON PLC ADRHLNCF3,230$26,2920.02%
314Meta Platforms IncMETA122$25,8570.02%
315Bank Of America Corporation060505104900$25,7400.02%
316Wabtec Corp929740108254$25,6690.02%
317ISHARES CORE TOTAL BOND ETF46434V613556$25,6590.02%
318Nuveen Floating Rate Income Opportunity Fund6706EN1003,192$25,6000.02%
319Conagra Brands IncCAG678$25,4660.02%
320Chubb LimitedCB131$25,4380.02%
321Nutrien LTDNTR340$25,1090.02%
322Nuveen Muni Credit Income FundNU2,023$24,1750.02%
323SPDR ICE Preferred Securities EFT78464A292703$23,8740.02%
324BP P.L.C. AdrBPPFF628$23,8260.02%
325Lamb Weston Holding IncLW226$23,6220.02%
326Sysco CorpSYY305$23,5550.02%
327Wells Fargo Multi Sector Income FundERC2,567$23,4880.02%
328WEC Energy Group IncWEC245$23,2240.02%
329Kraft Heinz CoKHC600$23,2020.02%
330General Dynamics CorpGD101$23,0490.02%
331ishares Edge MSCI USA Quality Factor ETF46432F339182$22,5800.02%
332Axon Enterprise IncAXON100$22,4850.02%
333AllianceBernstein Holding LP01881G106600$21,9360.02%
334Ishares Core International Stock ETF46432F834352$21,8060.02%
335SEI Investments Company784117103373$21,4660.02%
336Vanguard Total Bond Market EFT921937835288$21,2630.02%
337PBF Energy INCPBF490$21,2460.02%
338Garmin LTDGRMN206$20,7900.02%
339Vanguard International High DVD Yield921946794330$20,4440.01%
340Lockheed Martin CorpLMT43$20,3270.01%
341BP P.L.C. AdrBPPFF525$19,9190.01%
342Vodafone Group PLC - ADR92857W3081,800$19,8720.01%
343Texas Instrs Inc882508104105$19,5310.01%
344Nuveen Multi-Strategy Income & Growth Fund 2NU3,758$19,2030.01%
345Kellogg CoBEKE282$18,8830.01%
346SPDR Dow Jones International Real Estate78463X863713$18,7380.01%
347IShares U.S. Preferred Stock ETF464288687600$18,7320.01%
348Occidental Pete Corp Del674599105300$18,7290.01%
349Nuveen Multi-Strategy Income & Growth Fund 2NU3,665$18,7280.01%
350T-Mobile US IncTMUSZ129$18,6840.01%
351Taiwan Semiconductor Mfg Ltd Sponsored Adr874039100200$18,6040.01%
352Oracle CorpORCL-PD200$18,5840.01%
353Intl Paper Co460146103515$18,5710.01%
354Abbott LabsABLZF180$18,2270.01%
355Public StoragePSA-PS60$18,1280.01%
356Ishares S&P Midcap 400 Value Index Fund464287705176$18,0880.01%
357TotalEnergies SE - SponsoreTTE300$17,7150.01%
358Church & Dwight Co IncCHD200$17,6820.01%
359Emerson Electric CoEMR200$17,4280.01%
360SAP AGSAPGF136$17,2110.01%
361Huntington Bancshares IncHBANP1,498$16,7780.01%
362Truist Financial Corp89832Q109491$16,7430.01%
363Global X Autonomous & Elec ETF37954Y624700$16,6880.01%
364IShares Msci Eafe Index Fund464287465228$16,3070.01%
365Wisdomtree Emerging Markets High DVD FundWT430$16,2800.01%
366CME Group IncCME85$16,2790.01%
367Global X Russell 2000 Covered Call37954Y459900$16,1640.01%
368Novartis AG ADRNVSEF171$15,7320.01%
369Chemours CoCC522$15,6290.01%
370Ishares Core International Stock ETF46432F834250$15,4880.01%
371Crown Castle IncCCI115$15,3920.01%
372Autodesk IncADSK73$15,1960.01%
373Toyota Motor CorpTOYOF105$14,8770.01%
374Fedex CorpFDX65$14,8520.01%
375Principal Financial GroupPFG197$14,6410.01%
376John Hancock Preferred Income III41021P1031,000$14,6300.01%
377Whirlpool CorpWHR-PA110$14,5220.01%
378Nuveen Amt Free Muni Credit Income FundNU1,230$14,4890.01%
379Weyerhaeuser CoWY470$14,1610.01%
380Amgen IncAMGN58$14,0220.01%
381ConocophillipsCOP141$13,9890.01%
382Medtronic PLCMDT173$13,9470.01%
383Agilent Technologies IncA100$13,8340.01%
384Carrier Global CorporationCARR300$13,7250.01%
385ISHARES JPMORGAN USD EMERGING MKTS BD ETF464288281152$13,1150.01%
386Broadcom IncAVGO20$12,8310.01%
387Walgreens Boots Alliance Inc931427108370$12,7950.01%
388Fortis IncFTRSF300$12,7590.01%
389Royal Bank of Canada780087102133$12,7120.01%
390Shell PLC-ADRRYDAF217$12,4860.01%
391Occidental Pete Corp Del674599105196$12,2360.01%
392F M C Corp Com NewFMC100$12,2130.01%
393Duke Energy CorpDUKB125$12,0590.01%
394Global X MLP & Energy Infrastructure37954Y293300$11,9850.01%
395Eaton Vance Tax-Mgd Buy-Write Opp FdETN937$11,8340.01%
396Artisan Partners Asset MA-A04316A108370$11,8330.01%
397Blackrock Enhanced Equity Dividend TrustBLK1,364$11,7170.01%
398Invesco ETF Zacks Multi-Asset Income FundIVZ545$11,4890.01%
399Prologis Inc ComPLDGP92$11,4790.01%
400Lkq CorpLKQ200$11,3520.01%
401BHP Group LTDBHPLF179$11,3500.01%
402GE Healthcare TechnologyGEHC125$10,2540.01%
403VANGUARD S&P 500 ETF92290836327$10,1540.01%
404Sysco CorpSYY125$9,6540.01%
405Chemours CoCC319$9,5510.01%
406iShares S&P Mid-Cap 400 Growth ETF464287606132$9,4390.01%
407Omnicom Group IncOMC100$9,4340.01%
408Nuveen Muni High Income Opportunity FundNU806$8,7050.01%
409Tapestry IncTPR200$8,6220.01%
410Garmin LTDGRMN85$8,5780.01%
411British American Tobacco ADR110448107238$8,3590.01%
412iShares MSCI EAFE Growth ETF46428888589$8,3380.01%
413DuPont de Nemours Inc.DD116$8,3250.01%
414Embecta CorporationEMBC290$8,1550.01%
415ETRACS Wells Fargo BUS DEV CO Index ETN SER BUSML476$8,0820.01%
416Prudential Financial IncPUKPF96$7,9430.01%
417One Gas IncOGS100$7,9230.01%
418Ambarella IncAMBA100$7,7420.01%
419HSBC Holdings Plc AdrHBCYF212$7,2360.01%
420Las Vegas Sands CorpLVS125$7,1810.01%
421Jacobs Solutions Inc ComJ60$7,0510.01%
422Hartford Finl Svcs Group IncHIG-PG100$6,9690.01%
423Paypal Holdings IncPYPL90$6,8350.00%
424ISHARES CORE MSCI DEV MKTS46435G326109$6,5910.00%
425Kontoor Brands Inc.KTB132$6,3870.00%
426Enphase Energy IncENPH30$6,3080.00%
427Vanguard Intermediate - Term T92206C706104$6,2360.00%
428Cognizant Technology Solutions CorpCTSH100$6,0930.00%
429Newell Brands Inc.NWL465$5,7850.00%
430Kinder Morgan IncEP-PC325$5,6910.00%
431Vodafone Group PLC - ADR92857W308498$5,4980.00%
432XTRACKERS USD HIGH YIELD CR ETF233051432144$5,0040.00%
433Capital One Financial Corp14040H10550$4,8080.00%
434Wells Fargo Income OpportunitiesEAD750$4,7480.00%
435Bank of N.T. Butterfield & SonG0772R208150$4,0500.00%
436Vanguard Short-Term Treasury ETF92206C10266$3,8640.00%
437Harley Davidson IncHOG100$3,7970.00%
438Nuveen Enhanced AMT Free Quality Muni IncomeNU333$3,7030.00%
439Avantis Emerging Markets Equity02507260470$3,7020.00%
440ABB LTD ADRABLZF100$3,4300.00%
441First Republic Bank San Francisco CA33616C100238$3,3300.00%
442Ecolab IncECL20$3,3110.00%
443ARK Innovation ETF00214Q10480$3,2270.00%
444First Trust Four Corners Senior Floating Rate33733U108312$3,1040.00%
445ISHARES CORE TOTAL BOND ETF46434V61367$3,0920.00%
446Mdu Resources Group Inc552690109100$3,0480.00%
447Landmark Bancorp IncLARK138$2,8510.00%
448VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40756$2,7400.00%
449Blackrock Enhanced Int'l Dividend TrustBLK500$2,7000.00%
450VANGUARD EXTENDED MARKET ETF92290865219$2,6640.00%
451Booking Holdings IncBKNG1$2,6520.00%
452iShares Core MSCI Emerging Markets ETF46434G10350$2,4400.00%
453PNC Bk Corp69347510519$2,4150.00%
454APA CorporationAPA50$1,8030.00%
455NuStar Energy LPNU114$1,7830.00%
456Occidental Petroleum Corp WT Expire 08/03/2767459916237$1,5170.00%
457Viatris Inc.VTRS148$1,4240.00%
458Occidental Petroleum Corp WT Expire 08/03/2767459916233$1,3530.00%
459Fortive CorporationFTV18$1,2270.00%
460Thermo Fisher Scientific IncTMO2$1,1530.00%
461Joby Aviation IncJOBY-WT260$1,1280.00%
462Lumen Technologies IncLUMN330$8750.00%
463VANGUARD INT-TERM CORPORATE BOND ETF92206C87010$8020.00%
464Rivian Automotive Inc Cl ARIVN50$7740.00%
465Invesco LTDIVZ41$6720.00%
466Macy's Inc55616P10435$6120.00%
467Brighthouse Financial Inc10922N1039$3970.00%