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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 Q4 2023 · Filed December 18, 2023 · Accession 0001845199-23-000004

Total Value
$140.8M
Positions
491
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (491)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL57,452$9.8M6.99%
2Colgate Palmolive CoCL131,401$9.3M6.64%
3Avantis Intl Small Cap Value02507280269,220$4.0M2.84%
4Vanguard High Dividend Yield Index92194640636,642$3.8M2.69%
5IShares Edge MSCI Intl Value46435G409128,191$3.3M2.31%
6Exxon Mobil CorpXOM26,917$3.2M2.25%
7Avantis Emerging Markets Equity ETF02507260456,416$3.0M2.12%
8Microsoft CorpMSFT9,158$2.9M2.05%
9Vanguard Dividend Appreciation ETF92190884417,881$2.8M1.97%
10Johnson & JohnsonJNJ17,674$2.8M1.96%
11Avantis US Small Cap Value02507287732,985$2.6M1.83%
12Chevron CorpCVX15,166$2.6M1.82%
13McDonalds CorpMCD8,219$2.2M1.54%
14Procter & Gamble Co74271810914,275$2.1M1.48%
15Lowes Cos Inc5486611079,336$1.9M1.38%
16Vanguard International High DVD Yield92194679430,005$1.9M1.32%
17ConocophillipsCOP13,360$1.6M1.14%
18Iron Mountain Inc New46284V10126,570$1.6M1.12%
19Home Depot IncHD4,953$1.5M1.06%
20Spdr Trust Series 1SPY3,500$1.5M1.06%
21Walmart Stores IncWMT9,268$1.5M1.05%
22J P Morgan Chase & CoVYLD9,871$1.4M1.02%
23PepsiCo IncPEP8,296$1.4M1.00%
24Pfizer IncPFE40,272$1.3M0.95%
25Norfolk Southern Corp6558441086,761$1.3M0.95%
26Merck & Co., IncMRK12,040$1.2M0.88%
27Unitedhealth Group IncUNH2,432$1.2M0.87%
28Coca Cola CoKO21,769$1.2M0.87%
29Vanguard International DVD Apprecation92194681016,519$1.2M0.84%
30JP Morgan Equity Premium Income ETF46641Q33221,197$1.1M0.81%
31Ishares S&P Smallcap 60046428780411,375$1.1M0.76%
32Eaton Corp PLCETN4,998$1.1M0.76%
33Nike IncNKE10,888$1.0M0.74%
34Caterpillar IncCAT3,638$993,1740.71%
35Global X Russell 2000 Covered Call37954Y45954,174$924,2080.66%
36Texas Instrs Inc8825081045,668$901,2690.64%
37Visa IncV3,848$885,0780.63%
38Accenture PLC Cl AACN2,832$869,7360.62%
39Fiserv IncFISV7,625$861,3200.61%
40Abbvie IncABBV5,659$843,5310.60%
41Global X MLP & Energy Infrastructure37954Y29319,500$826,4840.59%
42iShares Core MSCI Emerging Markets ETF46434G10317,360$826,1620.59%
43Berkshire Hathaway Inc Cl BBRK-A2,148$752,4440.53%
44Danaher Corp Del2358511023,032$752,2390.53%
45FlexShare Global Upstream Nat Res ETFFLEX18,121$732,8130.52%
46Invesco S & P 500 Equal WeightIVZ5,090$721,2020.51%
47Ishares S&P 500 Index Fund4642872001,654$710,2770.50%
48Amgen IncAMGN2,636$708,4510.50%
49Bristol Myers Squibb CoCELG-RI12,197$707,9140.50%
50Marathon Petroleum CorpMARA4,598$695,8610.49%
51Altria Group IncMO16,340$687,0970.49%
52The Walt Disney Co2546871068,373$678,6320.48%
53Cigna Group1255231002,330$666,5430.47%
54iShares S&P MidCap 4004642875072,628$655,2920.47%
55Lilly Eli & CoLLY1,200$644,5560.46%
56International Business MachinesINTR4,390$615,9170.44%
57Evergy IncEVRG11,949$605,8140.43%
58S&P Global IncSPGI1,594$582,4640.41%
59Cisco Sys Inc ComCSCO10,830$582,2210.41%
60Alphabet Inc Cl AGOOG4,280$560,0810.40%
61Wells Fargo & Co New94974610113,016$531,8340.38%
62Berkshire Hathaway Inc Cl ABRK-A1$531,4770.38%
63Philip Morris International7181721095,732$530,6690.38%
64Amazon Com IncAMZN4,116$523,2260.37%
65Microsoft CorpMSFT1,650$520,9880.37%
66IntuitINTU980$500,7210.36%
67Oracle CorpORCL-PD4,681$495,8120.35%
68Deere & CoDE1,297$489,4620.35%
69Union Pac CorpUNP2,395$487,6940.35%
70Costco Whsl Corp New22160K105829$468,3520.33%
71American Express CoAXP3,098$462,1910.33%
72Automatic Data Processing IncADP1,867$449,1630.32%
73Invesco S& P 100 Equal Weight ETFIVZ5,574$437,8880.31%
74Becton Dickinson & CoBDX1,692$437,4330.31%
75Nucor CorpNUE2,784$435,2780.31%
76RTX CorporationRTX5,892$424,0470.30%
77ARES Management LPARES-PB4,090$420,7380.30%
78Honeywell Intl Inc4385161062,256$416,7730.30%
79Emerson Electric CoEMR4,286$413,8990.29%
80Phillips 66PSX3,443$413,6760.29%
81Huntsman CorpHUN16,709$407,7000.29%
82Novo-Nordisk A/S ADRNONOF4,440$403,7740.29%
83Walmart Stores IncWMT2,500$399,8250.28%
84Mondelez International Inc6092071055,704$395,8580.28%
85Abbott LabsABLZF4,069$394,0830.28%
86Procter & Gamble Co7427181092,695$393,0930.28%
87Ford Motor Co34537086031,135$386,6970.27%
88Church & Dwight Co IncCHD4,000$366,5200.26%
89Intercontinental Exchange Inc45866F1043,234$355,8050.25%
90Netflix IncNFLX925$349,2800.25%
91Starbucks CorpSBUX3,726$340,0720.24%
92Discover Financial Services2547091083,899$337,7700.24%
93United Parcel Service Inc Cl BUPS2,107$328,4180.23%
94Verizon CommunicationsVZ10,091$327,0490.23%
95Vanguard Total Stock Mkt ETF9229087691,529$324,7750.23%
96Home Depot IncHD1,050$317,2680.23%
97Albemarle CorpALB-PA1,800$306,0720.22%
98General Electric Co3696043012,727$301,4700.21%
99ONEOK Inc.OKE4,660$295,6020.21%
100Ishares Dow Jones Select Dividend Index Fund4642871682,731$293,9650.21%
101Bunge LimitedBG2,610$282,5330.20%
102Corning IncGLW9,065$276,2110.20%
103Spdr Trust Series 1SPY629$268,8850.19%
104Alphabet Inc Cl CGOOG2,000$263,7000.19%
105Alphabet Inc Cl AGOOG2,000$261,7200.19%
106Portland General Electric Co7365088476,459$261,4600.19%
107Bank Of America Corporation0605051049,233$252,8000.18%
108CVS CorpCVS3,607$251,8410.18%
109Weyerhaeuser CoWY7,839$240,3440.17%
110AT&T IncT-PC15,916$239,0580.17%
111Alphabet Inc Cl CGOOG1,800$237,3300.17%
112Invesco QQQ Trust Series IIVZ656$235,0250.17%
113Csx CorpCSX7,549$232,1320.16%
114American Tower Corp03027X1001,406$231,2170.16%
115Marathon Petroleum CorpMARA1,522$230,3390.16%
116Nextera Energy IncNEE-PW3,950$226,2960.16%
117Eog Res IncEOG1,730$219,2950.16%
118Novartis AG ADRNVSEF2,152$219,2030.16%
119Medtronic PLCMDT2,749$215,4120.15%
120Zimmer Biomet Holdings IncZBH1,904$213,6670.15%
121Target CorpTGT1,888$208,7560.15%
122Enterprise Products Partners LP2937921077,620$208,5590.15%
123Dow Inc.DOW4,030$207,7870.15%
124Xcel Energy IncXELLL3,559$203,6460.14%
125IShares Msci Eafe Index Fund4642874652,918$201,1090.14%
126AT&T IncT-PC13,380$200,9680.14%
127IShares Core MSCI EAFE ETF46432F8423,050$196,2680.14%
128DuPont de Nemours Inc.DD2,614$194,9780.14%
129Kimberly Clark CorpKMB1,606$194,0850.14%
130Pioneer Natural Resources Co723787107845$193,9700.14%
131Advanced Micor DevicesAMD1,877$192,9930.14%
132Metlife IncMET-PF3,048$191,7500.14%
133Stryker CorpSYK680$185,8240.13%
134Kellogg CoBEKE3,117$185,4930.13%
135Allstate CorpALL-PJ1,655$184,3840.13%
136Duke Energy CorpDUKB2,042$180,2270.13%
1373m CoMMM1,825$170,8570.12%
138General Mills Inc3703341042,641$168,9980.12%
139Iron Mountain Inc New46284V1012,800$166,4600.12%
140Edwards Lifescience CorpEW2,400$166,2720.12%
141Nvidia CorpNVDA368$160,0760.11%
142Activision Blizzard Inc00507V1091,700$159,1710.11%
143Southwest Airls Co8447411085,747$155,5710.11%
144Chevron CorpCVX886$149,3970.11%
145Halliburton CoHAL3,660$148,2300.11%
146Amazon Com IncAMZN1,160$147,4590.10%
147Exxon Mobil CorpXOM1,240$145,7990.10%
148Conagra Brands IncCAG5,259$144,2020.10%
149Gilead SCI IncGILD1,920$143,8850.10%
150Starbucks CorpSBUX1,568$143,1110.10%
151Hershey CompanyHSY704$140,8560.10%
152Vanguard Total Intl Stock Index Fd ETF9219097682,630$140,7580.10%
153Enbridge IncENNPF4,220$140,0620.10%
154Capitol Federal Financial Inc14057J10129,195$139,2600.10%
155Cardinal Health IncCAH1,599$138,8250.10%
156Intel CorpINTC3,895$138,4670.10%
157J P Morgan Chase & CoVYLD943$136,7540.10%
158Comcast Corp Cl ACCZ2,923$129,6060.09%
159Eaton Corp PLCETN587$125,1950.09%
160Baxter International Inc0718131093,259$122,9950.09%
161Chubb LimitedCB583$121,3690.09%
162NOV Inc ComNOV5,790$121,0110.09%
163Ishares Russell Midcap Value Index Fund4642874731,152$120,2000.09%
164Owens CorningOC880$120,0410.09%
165Hunt (Jb)transportation Svcs Inc445658107626$118,0140.08%
166Leggett & Platt IncLEG4,638$117,8520.08%
167Verizon CommunicationsVZ3,621$117,3570.08%
168Altria Group IncMO2,773$116,6050.08%
169Canadian National Railway Co1363751021,059$114,7210.08%
170Ameriprise Financial Inc03076C106342$112,7510.08%
171The Clorox CompanyCLX859$112,5810.08%
172V F CorpVFC6,338$111,9920.08%
173Boeing CoBA-PA581$111,3660.08%
174Capital One Financial Corp14040H1051,145$111,1220.08%
175Apple IncAAPL648$110,9440.08%
176Blackrock IncBLK168$108,6100.08%
177S & T Bancorp IncSTBA4,000$108,3200.08%
178Republic Services Inc760759100750$106,8830.08%
179Northern Tr CorpNTRSO1,525$105,9570.08%
180Lamb Weston Holding IncLW1,139$105,3120.07%
181Corteva Inc.CTVA2,052$104,9800.07%
182Philip Morris International7181721091,121$103,7820.07%
183American International Group0268747841,688$102,2930.07%
184Salesforce.com IncCRM500$101,3900.07%
185Liberty Broadband - CLBRDP1,100$100,4520.07%
186Citigroup IncC-PR2,442$100,4390.07%
187Ishares Russell Midcap Growth4642874811,096$100,1200.07%
188US BancorpUSB-PS2,975$98,3540.07%
189Waste Mgmt Inc Del94106L109640$97,5620.07%
190Pfizer IncPFE2,895$96,0270.07%
191General Motors Co37045V1002,898$95,5470.07%
192Cummins IncCMI411$93,8970.07%
193VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,963$93,8900.07%
194Ishares Russell Mid-Cap ETF4642874991,316$91,1330.06%
195PPG Industries Inc693506107686$89,0430.06%
196Plains All American Pipeline LP7265031055,689$87,1550.06%
197Caterpillar IncCAT314$85,7220.06%
198Dow Inc.DOW1,627$83,8880.06%
199Nuveen Floating Rate Income67072T10810,196$83,7090.06%
200Novo-Nordisk A/S ADRNONOF916$83,3010.06%
201Summit Materials Inc86614U1002,651$82,5520.06%
202Union Pac CorpUNP400$81,4520.06%
203Ishares Russell 2000 Value Index Fund464287630600$81,3300.06%
204American Water Works Co Inc030420103652$80,7370.06%
205Masco CorpMAS1,500$80,1750.06%
206NXP SemiconductorsNXPI400$79,9680.06%
207Halliburton CoHAL1,970$79,7850.06%
208Williams Companies Inc9694571002,351$79,2050.06%
209Exelon CorpEXC2,090$78,9810.06%
210Biogen Idec IncBIIB304$78,1310.06%
211Parker Hannifin CorpPH200$77,9040.06%
212Colgate Palmolive CoCL1,088$77,3680.05%
213McDonalds CorpMCD291$76,6610.05%
214Fastenal CoFAST1,400$76,4960.05%
215CBRE Group Inc ACBRE1,030$76,0760.05%
216VanEck Pharmaceutical ETF92189F692950$75,8670.05%
217Meta Platforms IncMETA252$75,6530.05%
218Ameren CorpAEE1,000$74,8300.05%
219Linde PLCLIN200$74,4700.05%
220Schwab US DVD Equity ETF8085247971,040$73,5900.05%
221iShares Edge MSCI USA Value ETF46432F388802$72,7570.05%
222Yum! Brands IncYUM580$72,4650.05%
223American Water Works Co Inc030420103578$71,5740.05%
224Xylem IncXYL779$70,9120.05%
225Target CorpTGT641$70,8750.05%
226Toyota Motor CorpTOYOF393$70,6420.05%
227Comcast Corp Cl ACCZ1,586$70,3230.05%
228Avantis Emerging Markets Value ETF0250723721,600$69,5040.05%
229GSK PLC - Spon ADRGLAXF1,912$69,3100.05%
230Johnson & JohnsonJNJ445$69,3090.05%
231Metlife IncMET-PF1,100$69,2010.05%
232Paychex IncPAYX600$69,1980.05%
233Realty Income CorpO1,360$67,9180.05%
234Lockheed Martin CorpLMT165$67,4780.05%
235Ishares Russell 1000 Growth464287614250$66,4980.05%
236AllianceBernstein Holding LP01881G1062,165$65,7080.05%
237IShares S&P 500 Growth Index Fund464287309956$65,4100.05%
238MFC SPDR Dow Jones Industrial Average ETF Tr78467X109195$65,3150.05%
239Constellation EnergyCEG586$63,9210.05%
240SPDR S&P Aerospace & Defense ETF78464A631565$63,3370.04%
241Nucor CorpNUE400$62,5400.04%
242Schwab U.S. TIPS ETF8085248701,234$62,3050.04%
243Dominion Energy IncD1,376$61,4660.04%
244GE Healthcare TechnologyGEHC901$61,3040.04%
245Arrow Electrs Inc042735100483$60,4910.04%
246Mastercard IncMA150$59,3870.04%
247NOV Inc ComNOV2,830$59,1470.04%
248MFC SPDR Dow Jones Industrial Average ETF Tr78467X109175$58,6160.04%
249KKR & Co IncKKRT945$58,2120.04%
250Illinois Tool Works452308109250$57,5780.04%
251Intel CorpINTC1,595$56,7020.04%
252IShares Russell 1000 Value464287598371$56,3250.04%
253Bank New York Mellon Corp0640581001,320$56,2980.04%
254Schwab Charles Corp NewSCHW-PJ1,022$56,1080.04%
255Ishares S&P 500 Value Index Fund464287408355$54,6130.04%
256Abbvie IncABBV361$53,8110.04%
257Eversource EnergyES907$52,7420.04%
258Zoetis Inc ComZTS300$52,1940.04%
259McKesson CorpMCK117$50,8770.04%
260Otis Worldwide CorpOTIS633$50,8360.04%
261Warner Bros Discovery IncWBD4,675$50,7710.04%
262Vanguard Growth ETF922908736186$50,6500.04%
263Merck & Co., IncMRK489$50,3430.04%
264Kroger CoKR1,118$50,0310.04%
265Archer-Daniels Midland CoADM658$49,6260.04%
266First Solar IncFSLR305$49,2850.04%
267Public Svc Enterprise Group744573106864$49,1700.03%
268Goldman Sachs Group Inc.GSCE150$48,5360.03%
269Ross Stores IncROST427$48,2300.03%
270Walgreens Boots Alliance Inc9314271082,146$47,7270.03%
271L3Harris TechnologiesLHX271$47,1870.03%
272Bristol Myers Squibb CoCELG-RI810$47,0120.03%
273Edison Intl281020107736$46,5810.03%
274Exelon CorpEXC1,195$45,1590.03%
275IQVIA Holdings IncIQV225$44,2690.03%
276TJX Companies Inc872540109496$44,0840.03%
277Diageo PlcDGEAF292$43,5610.03%
278Cisco Sys Inc ComCSCO801$43,0620.03%
279Nuveen Quality Preferred IINU6,837$42,1840.03%
280Eaton Vance Tax Managed Diversified EquityETN3,625$41,8330.03%
281Sealed Air CorpSE1,267$41,6340.03%
282General Electric Co369604301375$41,4560.03%
283Tesla IncTSLA165$41,2860.03%
284Tractor Supply CompanyTSCO200$40,6100.03%
285American Tower Corp03027X100246$40,4550.03%
286Microchip Technology Inc ComMCHPP514$40,1180.03%
287MFC ISHARES TR MSCI EAFE VALUE464288877810$39,6330.03%
288Robert Half IncRHI540$39,5710.03%
289Eaton Vance Enhanced Equity Income IIETN2,299$39,4970.03%
290Nuveen NASDAQ 100 Dynamic Overwrite Fund6706991071,754$39,4120.03%
291JP Morgan Equity Premium Income ETF46641Q332725$38,8310.03%
292Workday IncWDAY180$38,6730.03%
293Morgan Stanley Com NewMS-PQ468$38,2220.03%
294Nuveen Preferred Securities & Income FdNU2,633$37,7340.03%
295RTX CorporationRTX521$37,4960.03%
296Norfolk Southern Corp655844108188$37,0230.03%
297Meta Platforms IncMETA123$36,9260.03%
298Dollar General Corp256677105345$36,5010.03%
299Vanguard International High DVD Yield921946794580$35,8960.03%
300Bunge LimitedBG330$35,7230.03%
301Kimco Realty Corp49446R1092,015$35,4440.03%
302Permian Basin Royalty Trust7142361061,640$34,8500.02%
303Estee Lauder Cl A518439104241$34,8370.02%
304Firstenergy CorpFE1,002$34,2480.02%
305Global X Russell 2000 Covered Call37954Y4592,000$34,1200.02%
306PepsiCo IncPEP200$33,8880.02%
307Roper TechnologiesROP69$33,4150.02%
308Leggett & Platt IncLEG1,294$32,8810.02%
309Qualcomm IncQCOM296$32,8740.02%
310BP P.L.C. AdrBPPFF839$32,4860.02%
311SPDR S&P Midcap 400 ETFMDY70$31,9650.02%
312Envista Holdings CorpNVST1,132$31,5600.02%
313Nuveen S&P 500 Buy-Write Income FdNU2,485$31,4600.02%
314Ishares Core International Stock ETF46432F834523$31,3750.02%
315Darling Ingredients Inc.DAR600$31,3200.02%
316Snap-On IncSNA119$30,3520.02%
317Eaton Vance Tax Managed Global Income FundETN4,000$29,4800.02%
318Jazz Pharmaceuticals PLCJAZZ225$29,1240.02%
319Vanguard Short-Term Treasury ETF92206C102500$28,8000.02%
320Ishares Biotechnology ETF464287556234$28,6160.02%
321Kohls CorpKSS1,353$28,3590.02%
322Shell PLC-ADRRYDAF439$28,2630.02%
323Chubb LimitedCB131$27,2720.02%
324Corning IncGLW888$27,0570.02%
325Wabtec Corp929740108254$26,9930.02%
326Kraft Heinz CoKHC780$26,2390.02%
327PBF Energy INCPBF490$26,2300.02%
328General Mills Inc370334104408$26,1080.02%
329Huntington Bancshares IncHBANP2,508$26,0830.02%
330Global X MLP & Energy Infrastructure37954Y293600$25,4300.02%
331Keycorp New4932671082,314$24,8990.02%
332Artisan Partners Asset MA-A04316A108655$24,5100.02%
333Kimco Realty Corp49446R1091,380$24,2740.02%
334ishares Edge MSCI USA Quality Factor ETF46432F339182$23,9860.02%
335Wells Fargo Multi Sector Income FundERC2,567$23,3600.02%
336SEI Investments Company784117103373$22,4660.02%
337General Dynamics CorpGD101$22,3180.02%
338Oracle CorpORCL-PD200$21,1840.02%
339Nuveen Preferred Income Opportunities FundNU3,332$21,0920.01%
340Lamb Weston Holding IncLW226$20,8960.01%
341BP P.L.C. AdrBPPFF525$20,3280.01%
342Vanguard Total Bond Market EFT921937835288$20,0970.01%
343Warner Bros Discovery IncWBD1,838$19,9610.01%
344Axon Enterprise IncAXON100$19,8990.01%
345WEC Energy Group IncWEC245$19,7350.01%
346TotalEnergies SE - SponsoreTTE300$19,7280.01%
347Occidental Pete Corp Del674599105300$19,4640.01%
348Kimberly Clark CorpKMB161$19,4570.01%
349Nuveen Credit Strategies Income FundNU3,758$19,0150.01%
350Taiwan Semiconductor Mfg Ltd Sponsored Adr874039100218$18,9440.01%
351Toyota Motor CorpTOYOF105$18,8740.01%
352Conagra Brands IncCAG678$18,5910.01%
353Nuveen Credit Strategies Income FundNU3,665$18,5450.01%
354Church & Dwight Co IncCHD200$18,3260.01%
355AllianceBernstein Holding LP01881G106600$18,2100.01%
356IShares U.S. Preferred Stock ETF464288687600$18,0900.01%
357T-Mobile US IncTMUSZ129$18,0660.01%
358Lockheed Martin CorpLMT43$17,5850.01%
359Abbott LabsABLZF180$17,4330.01%
360Novartis AG ADRNVSEF171$17,4180.01%
361Cognizant Technology Solutions CorpCTSH256$17,3410.01%
362Fedex CorpFDX65$17,2200.01%
363Vodafone Group PLC - ADR92857W3081,800$17,0640.01%
364BHP Group LTDBHPLF300$17,0640.01%
365ConocophillipsCOP141$16,8920.01%
366Garmin LTDGRMN159$16,7270.01%
367Broadcom IncAVGO20$16,6120.01%
368Carrier Global CorporationCARR300$16,5600.01%
369Nvidia CorpNVDA38$16,5300.01%
370Fidelity MSCI Info Tech ETF316092808134$16,4730.01%
371Global X Autonomous & Elec ETF37954Y624700$16,4430.01%
372AstraZeneca PLC ADRAZN240$16,2530.01%
373Wisdomtree Emerging Markets High DVD FundWT430$16,1160.01%
374Public StoragePSA-PS60$15,8110.01%
375Morgan Stanley Com NewMS-PQ193$15,7620.01%
376British American Tobacco ADR110448107500$15,7050.01%
377Amgen IncAMGN58$15,5880.01%
378Huntington Bancshares IncHBANP1,498$15,5790.01%
379Bank Of America Corporation060505104555$15,1960.01%
380Ishares Core International Stock ETF46432F834250$14,9980.01%
381Prudential Financial IncPUKPF157$14,8980.01%
382Yum China Holdings IncYUMC267$14,8770.01%
383SPDR Portfolio Short Term Treasury ETF78468R101518$14,8770.01%
384Ishares S&P Midcap 400 Value Index Fund464287705147$14,8370.01%
385Whirlpool CorpWHR-PA110$14,7070.01%
386Chemours CoCC522$14,6420.01%
387Weyerhaeuser CoWY470$14,4100.01%
388Principal Financial GroupPFG197$14,1980.01%
389Truist Financial Corp89832Q109491$14,0480.01%
390British American Tobacco ADR110448107445$13,9770.01%
391Artisan Partners Asset MA-A04316A108370$13,8450.01%
392Medtronic PLCMDT173$13,5560.01%
393John Hancock Preferred Income III41021P1031,000$13,3300.01%
394Kinder Morgan IncEP-PC800$13,2640.01%
395Southern CoSOMN200$12,9440.01%
396Occidental Pete Corp Del674599105196$12,7160.01%
397Omnicom Group IncOMC160$11,9170.01%
398Royal Bank of Canada780087102133$11,6300.01%
399Micron Technology IncMU168$11,4290.01%
400Fortis IncFTRSF300$11,3970.01%
401Eaton Vance Tax-Mgd Buy-Write Opp FdETN937$11,2160.01%
402Duke Energy CorpDUKB125$11,0330.01%
403Crown Castle IncCCI115$10,5830.01%
404Blackrock Enhanced Equity Dividend TrustBLK1,364$10,3800.01%
405Prologis Inc ComPLDGP92$10,3230.01%
406Texas Instrs Inc88250810463$10,0180.01%
407Alexandria Real Estate Equities Inc015271109100$10,0100.01%
408Lkq CorpLKQ200$9,9020.01%
409Interpublic Group Of CoINTR342$9,8020.01%
410First Citizens BancShares, Inc - Cl A31946M1037$9,6610.01%
411Vanguard FTSE Developed Markets ETF921943858220$9,6180.01%
412iShares S&P Mid-Cap 400 Growth ETF464287606132$9,5360.01%
413Paypal Holdings IncPYPL160$9,3540.01%
414CME Group IncCME46$9,2100.01%
415Constellation EnergyCEG83$9,0540.01%
416Laboratory Corp of America Holdings50540R40945$9,0470.01%
417Garmin LTDGRMN85$8,9420.01%
418ETRACS Wells Fargo BUS DEV CO Index ETN SER BUSML476$8,7850.01%
419Analog DevicesADI50$8,7550.01%
420DuPont de Nemours Inc.DD116$8,6520.01%
421Sanofi-ADRSNYNF159$8,5290.01%
422GE Healthcare TechnologyGEHC125$8,5050.01%
423Sysco CorpSYY125$8,2560.01%
424Walgreens Boots Alliance Inc931427108370$8,2290.01%
425Jacobs Solutions Inc ComJ60$8,1900.01%
426Unilever PLCUNLYF165$8,1510.01%
427Fortinet IncFTNT136$7,9800.01%
428International Flavors&fragra459506101114$7,7710.01%
429iShares MSCI EAFE Growth ETF46428888589$7,6810.01%
430Nuveen Muni High Income Opportunity FundNU806$7,4800.01%
431Leidos Holdings IncLDOS78$7,1880.01%
432Goldman Sachs Group Inc.GSCE22$7,1190.01%
433Hartford Finl Svcs Group IncHIG-PG100$7,0910.01%
434SPDR S&P Regional Banking ETF78464A698166$6,9340.00%
435One Gas IncOGS100$6,8280.00%
436SS&C Technologies HoldingsSSNC128$6,7250.00%
437F M C Corp Com NewFMC100$6,6970.00%
438Invesco ETF Zacks Multi-Asset Income FundIVZ300$6,5780.00%
439Fidelity National Information Services Inc31620M106116$6,4110.00%
440Nuveen Amt Free Muni Credit Income FundNU615$6,3410.00%
441Westlake Corp.WLK50$6,2340.00%
442Vanguard Intermediate - Term T92206C706104$5,9440.00%
443Kontoor Brands Inc.KTB132$5,7960.00%
444Tapestry IncTPR200$5,7500.00%
445Las Vegas Sands CorpLVS125$5,7300.00%
446Koninklijke Philips NVR-NYRYLPF281$5,6030.00%
447Kinder Morgan IncEP-PC325$5,3890.00%
448Ambarella IncAMBA100$5,3030.00%
449Elevance Health IncELV12$5,2250.00%
450Ingredion IncINGR50$4,9200.00%
451Vodafone Group PLC - ADR92857W308498$4,7210.00%
452IntuitINTU9$4,5980.00%
453Fidelity National FinancialFNF106$4,3780.00%
454Constellation Brands Inc-ASTZ17$4,2730.00%
455Newell Brands Inc.NWL465$4,1990.00%
456Adobe Systems IncADBE8$4,0790.00%
457Applied Materials Inc03822210529$4,0150.00%
458HSBC Holdings Plc AdrHBCYF100$3,9460.00%
459Vanguard Short-Term Treasury ETF92206C10266$3,8020.00%
460Avantis Emerging Markets Equity ETF02507260470$3,6950.00%
461Enphase Energy IncENPH30$3,6050.00%
462Willis Towers Watson PLCWTW17$3,5520.00%
463Humana IncHUM7$3,4060.00%
464Harley Davidson IncHOG100$3,3060.00%
465First Trust Four Corners Senior Floating Rate33733U108312$3,1200.00%
466Booking Holdings IncBKNG1$3,0840.00%
467MP Materials CorpMP161$3,0750.00%
468Lear CorpLEA22$2,9520.00%
469Fox Corp CL AFOX92$2,8700.00%
470Sony Group Corp - SP ADRSNEJF34$2,8020.00%
471Arthur J Gallagher & Co36357610912$2,7350.00%
472Prudential PLC - ADRPUKPF119$2,6080.00%
473Landmark Bancorp IncLARK138$2,5120.00%
474Blackrock Enhanced Int'l Dividend TrustBLK500$2,4950.00%
475Vanguard Financials92204A40531$2,4900.00%
476Nutrien LTDNTR40$2,4700.00%
477Hess CorpHESM16$2,4480.00%
478EQT CorpEQT60$2,4350.00%
479Netflix IncNFLX6$2,2660.00%
480Amerisourcebergen CorpCOR12$2,1600.00%
481Rogers Communications Inc - BRCIAF53$2,0350.00%
482NuStar Energy LPNU114$1,9880.00%
483Ralph Lauren CorpRL17$1,9740.00%
484Mdu Resources Group Inc552690109100$1,9580.00%
485American Airlines Group Inc02376R102150$1,9220.00%
486Citizens Financial GroupCIA67$1,7960.00%
487Occidental Petroleum Corp WT Expire 08/03/2767459916233$1,4270.00%
488Knife River CorpKNF25$1,2210.00%
489Rivian Automotive Inc Cl ARIVN50$1,2140.00%
490Thermo Fisher Scientific IncTMO2$1,0120.00%
491Lumen Technologies IncLUMN330$4690.00%