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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

City State Bank

Quarter ended Q1 2023 · Filed January 12, 2023 · Accession 0001910666-23-000001

Total Value
$162,527
Positions
653
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple INC CORP COMMONAAPL60,159$7,8164.82%
2Ishares 0-5 Year Tips Bond Etf46429B74775,920$7,3614.54%
3Vanguard High Dividend Yield Etf 92194640642,009$4,5462.81%
4Vanguard Dividend Appreciation Index Fund Etf92190884427,806$4,2222.61%
5Alliant Energy Corp COMMONLNT69,662$3,8462.37%
6Dimensional U S Targeted Value Etf25434V60974,403$3,2702.02%
7Vanguard Total International Bond Index Fund Bnd Etf92203J40763,121$2,9941.85%
8MicrosoftMSFT12,353$2,9621.83%
9Berkshire Hathaway INC CLASS B CORP COMMONBRK-A8,954$2,7671.71%
10Vanguard Financials Index Fund Etf92204A40532,179$2,6621.64%
11Johnson & JohnsonJNJ13,392$2,3661.46%
12Vanguard Value Index Fund Etf92290874415,467$2,1711.34%
13Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf92206C77147,417$2,1581.33%
14Spdr Portfolio Tips Etf78464A65676,900$1,9811.22%
15Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd78464A39194,650$1,9461.20%
16Vanguard Mid-cap Index Fund Mid Cap Etf9229086299,096$1,8541.14%
17Vanguard Total Bond Market Etf92193783525,479$1,8301.13%
18IShares US Treasury Inflation Protected46428717617,035$1,8131.12%
19Verizon CommunicationsVZ44,662$1,7601.09%
20Vanguard Small Cap Value Etf92290861110,901$1,7311.07%
21Abbvie INC CORP COMMONABBV10,517$1,7001.05%
22Spdr S&p 500 Etf TrustSPY4,133$1,5810.98%
23Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf92194688525,800$1,5730.97%
24Vanguard Small-cap Index Fund Small Cap Etf9229087518,510$1,5620.96%
25Vanguard Health Care Etf92204A5046,262$1,5530.96%
26Eli Lilly And CO CORP COMMONLLY3,911$1,4300.88%
27Amazon.com INC Amazon COMMON CORPAMZN16,930$1,4220.88%
28Merck & CO INC CORP COMMONMRK12,601$1,3980.86%
29Vanguard Emerging Markets Stock Index Fund Ftse Etf92204285835,125$1,3690.84%
30Coca Cola CoKO20,235$1,2870.79%
31JPMorgan Chase & Co.VYLD9,339$1,2520.77%
32Deere & Co.DE2,892$1,2400.77%
33Ishares Biotechnology Etf4642875569,066$1,1900.73%
34Ishares Core US Aggregate Bond Etf46428722612,202$1,1830.73%
35Automatic Data ProcessingADP4,806$1,1480.71%
36Raytheon Technologies Corp COMMONRTX11,216$1,1320.70%
37Chevron CommonCVX6,296$1,1300.70%
38Vanguard Growth Index Fund Etf9229087365,274$1,1240.69%
39Costco Wholesale Corp COMMON22160K1052,447$1,1170.69%
40Caterpiller, Inc DELCAT4,528$1,0850.67%
41Fifth Third Bancorp CORP COMMONFITBM32,658$1,0720.66%
42Procter & Gamble CO CORP COMMON7427181096,964$1,0550.65%
43Pfizer IncPFE20,001$1,0250.63%
44Vanguard Ftse All World Ex US Index Fund Investor Shares Etf92204277520,306$1,0180.63%
45Bristol-Myers Squibb Co.CELG-RI13,492$9710.60%
46Vanguard Intermediate Term Bond Etf92193781912,845$9550.59%
47Lowes Cos, Inc.5486611074,686$9340.58%
48Honeywell International INC CORP COMMON4385161064,228$9060.56%
49Exxonmobil Corp.XOM8,133$8970.55%
50Vanguard Materials Viper92204A8015,259$8950.55%
51Unitedhealth Group CommonUNH1,645$8720.54%
52Lockheed Martin Corp.LMT1,780$8660.53%
53Vanguard Information Technology Etf92204A7022,707$8650.53%
54Nextera Energy INC CORP COMMONNEE-PW10,334$8640.53%
55United Parcel Service, Inc.UPS4,910$8540.53%
56Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt25434V30237,935$8330.51%
57Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts4642882819,820$8310.51%
58Intel Corp.INTC30,882$8160.50%
59Walmart IncWMT5,620$7970.49%
60Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt78463X50923,175$7640.47%
61Vanguard Utilities Etf92204A8764,779$7330.45%
62Medtronic Plc CORP COMMONMDT9,242$7180.44%
63Alphabet INC CLASS C CORP COMMONGOOG8,060$7150.44%
64Ishares Preferred And Income Securities Etf Sec46428868722,965$7010.43%
65Ishares Core Total Usd Bond Market Etf46434V61315,195$6830.42%
66IBM CommonINTR4,656$6560.40%
67Dimensional U S Core Equity 2 Etf25434V70826,536$6550.40%
68Micron Technology INC CORP COMMONMU13,007$6500.40%
69Amgen, Inc.AMGN2,429$6380.39%
70Nvidia Corp COMMONNVDA4,271$6240.39%
71Vanguard Industrials Etf92204A6033,379$6170.38%
72Texas Instruments, Inc.8825081043,727$6160.38%
73Altria Group Inc.MO13,406$6130.38%
74Wec Energy Group INC CORP COMMONWEC6,522$6120.38%
75Principal Financial GroupPFG7,123$5980.37%
76Chubb Ltd CORP COMMONCB2,668$5890.36%
77PPG Industries INC CORP COMMON6935061074,465$5610.35%
78Abbott LabsABLZF5,058$5550.34%
79Starbucks Corp.SBUX5,505$5460.34%
80Home Depot, Inc.HD1,714$5410.33%
81Becton Dickinson And CO CORP COMMONBDX2,101$5340.33%
82Bank of America Corp.06050510415,716$5210.32%
83Visa INC CLASS A CORP COMMONV2,474$5140.32%
84McDonalds Corp.MCD1,934$5100.31%
85Vanguard Developed Markets Index Fund Ftse Etf92194385811,993$5030.31%
86Southern Co.SOMN6,960$4970.31%
87Ishares Core Dividend Growth Etf46434V6219,675$4840.30%
88Applied Materials INC Material CORP COMMON0382221054,867$4740.29%
89AT&T, Inc.T-PC25,516$4700.29%
90Goldman Sachs Group INC CORP COMMONGSCE1,349$4630.29%
91Travelers Companies INC CORP COMMONTRV2,416$4530.28%
92Ishares Core S&p Mid-cap Etf Mid Cap4642875071,835$4440.27%
93Consolidated Edison, Inc.ED4,549$4340.27%
94Ford Motor Company Common34537086037,346$4340.27%
95Vanguard Large-cap Index Fund Large Cap Etf9229086372,495$4340.27%
96Mosaic CO CORP COMMONMOS9,747$4280.26%
97Cummins INC CORP COMMONCMI1,753$4250.26%
98Caseys General Stores Inc1475281031,848$4150.26%
99US Bancorp DELUSB-PS9,292$4050.25%
100Union Pacific Corp COMMONUNP1,951$4040.25%
101Invesco Nasdaq 100 EtfIVZ3,650$4000.25%
102Gilead Sciences, Inc.GILD4,482$3850.24%
103Discover Financial Services CORP COMMON2547091083,870$3790.23%
104CVS Health Corp COMMONCVS4,007$3730.23%
105Kimberly-clark Corp Kimberly Clark COMMONKMB2,729$3700.23%
106PepsiCo, Inc.PEP1,986$3590.22%
107Vanguard 500 Index Fund S&p Etf922908363994$3490.22%
108West BancorporationWTBA13,500$3450.21%
109Waste Management INC CORP COMMON94106L1092,186$3430.21%
110Dfa Dimensional US Core Equity Market Etf Markt25434V10412,705$3430.21%
111Netapp INC CORP COMMONNTAP5,695$3420.21%
112Dfa Dimensional International Core Equity Market Intern Eqt Mkt Etf25434V20313,475$3370.21%
113Boeing Co CommonBA-PA1,730$3300.20%
114Vanguard Short-term Bond Index Fund Etf9219378274,282$3220.20%
115Nutrien Ltd CORP COMMONNTR4,415$3220.20%
116Morgan Stanley CORP COMMONMS-PQ3,775$3210.20%
117Ishares Floating Rate Bond Etf46429B6556,350$3200.20%
118Invesco High Yield Equity Dividend Achvrs Etf InvscIVZ15,300$3170.20%
119Activision Blizzard INC CORP COMMON00507V1094,100$3140.19%
120Dover Corp COMMONDOV2,319$3140.19%
121Conocophillips CORP COMMONCOP2,627$3100.19%
122Ishares Mbs Etf4642885883,320$3080.19%
123Am Electric Common0255371013,163$3000.19%
124Ishares Core S&p Small-cap Etf Small Cap4642878043,121$2950.18%
125Wynn Resorts Ltd CORP COMMONWYNN3,580$2950.18%
126Zimmer Biomet Holdings INC CORP ZBH2,303$2940.18%
127Ishares Core Msci Emerging Markets Etf46434G1036,250$2920.18%
128Ishares Core Msci International Developed Mkt Etf Intrl Dvlp46435G3265,182$2900.18%
129Ishares Core S&p 500 Etf4642872001,012$2890.18%
130Cigna Corp COMMON125523100864$2860.18%
131FT Cboe Vest US Equity Buffer Etf - June Vst Eqty Bufer33740F7227,850$2830.17%
132Dupont De Nemours INC CORP COMMONDD4,112$2820.17%
133Disney Walt Co.2546871063,177$2760.17%
134Metlife INC CORP COMMONMET-PF3,811$2760.17%
135Mastercard INC CLASS A CORP COMMONMA782$2720.17%
136Wells Fargo & Co. Common Stock9497461016,579$2720.17%
137Dollar General Corp COMMON2566771051,096$2700.17%
138General Dynamics Corp.GD1,056$2620.16%
139Biogen INC CORP COMMONBIIB945$2620.16%
140IShares Trust Goldman Sacsh $ Investop Corp Bond Fund4642872422,465$2600.16%
141Conagra FoodsCAG6,610$2560.16%
142S&p Global INC CORP SPGI756$2530.16%
143Ishares Trust Russell 1000 Growth Etf4642876141,174$2520.16%
144Vanguard Short-term Corporate Bond Idx Fund Etf92206C4093,345$2520.16%
145Vanguard Mid-cap Value Index Fund Mid Cap Etf9229085121,822$2460.15%
146Paychex INC CORP COMMONPAYX2,123$2450.15%
147Ishares Trust Russell 1000 Value Etf4642875981,612$2440.15%
148Philip Morris International INC CORP COMMON7181721092,349$2380.15%
149Ishares Russell 2000 Etf4642876551,352$2360.15%
150Cisco Systems, Inc.CSCO4,951$2360.15%
151Gsk Plc ADR Rep 2 CORP COMMONGLAXF6,592$2320.14%
152Ishares Cybersecurity And Tech Etf46435U1356,960$2300.14%
153Mondelez International INC CLASS A CORP COMMON6092071053,397$2260.14%
1543M CO CORP COMMONMMM1,834$2200.14%
155Northrop Grumman Corp COMMONNOC402$2190.14%
156Valero Energy Corp COMMONVLO1,685$2140.13%
157Ishares Core Msci Eafe Etf46432F8423,425$2110.13%
158American Express Co.AXP1,420$2100.13%
159Meta Platforms INC CLASS A CORP COMMONMETA1,657$1990.12%
160FT Cboe Vest US Equity Deep Buffer Etf - June Vst Eqty Bufr33740F7146,150$1990.12%
161Salesforce INC CORP COMMONCRM1,432$1900.12%
162Ishares Currency Hedged Msci Eafe Etf Hedg46434V8037,000$1890.12%
163Vanguard Mid-cap Growth Index Fund Mid Cap Etf9229085381,002$1800.11%
164BPBPPFF4,932$1720.11%
165Vanguard Energy Index Fund Etf92204A3061,409$1710.11%
166Corteva INC CORP COMMONCTVA2,906$1710.11%
167Ishares S&p Global Financials Sector Index Fund Etf4642873332,425$1700.10%
168Dow INC CORP COMMONDOW3,364$1700.10%
169Vanguard Intl Dividend Appreciation Index Fund Aprectn Etf9219468102,441$1700.10%
170Enbridge INC CORP COMMONENNPF4,292$1680.10%
171General Mills Inc.3703341041,997$1670.10%
172Martin Marietta Materials INC CORP COMMON573284106487$1650.10%
173Kimco Realty Corp Reit COMMON49446R1097,159$1620.10%
174Viatris INC CORP COMMONVTRS14,451$1610.10%
175Weyerhaeuser CO ReitWY5,113$1590.10%
176Ishares Msci Eafe Etf4642874652,325$1530.09%
177Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf9220427181,481$1520.09%
178Vanguard Consumer Staples Index Fund Etf92204A207793$1520.09%
179Fiserv, Inc.FISV1,495$1510.09%
180Lyondellbasell Industries Nv CLASS A CORP COMMONLYB1,725$1430.09%
181Bank of New York Mellon Corp0640581003,102$1410.09%
182Adobe INC CORP COMMONADBE420$1410.09%
183Prudential Financial INC CORP COMMONPUKPF1,420$1410.09%
184Analog Devices INC CORP COMMONADI848$1390.09%
185Nike INC CLASS B CORP COMMONNKE1,177$1380.09%
186Pathward Financial INC CORP COMMONCASH3,216$1380.09%
187Ishares Russell 1000 Index Fund Etf464287622655$1380.09%
188Rockwell Automation INC Automat CORP COMMONROK530$1370.08%
189Realty Income Corp Reit COMMONO2,123$1350.08%
190Tesla INC CORP COMMONTSLA1,100$1350.08%
191Alphabet INC CLASS A CORP COMMONGOOG1,515$1340.08%
192Ishares Russell 2000 Value Etf464287630966$1340.08%
193Vanguard Russell 1000 Value Etf92206C7141,976$1320.08%
194Blackstone INC CORP COMMONBX1,747$1300.08%
195Spdr Gold Shares EtfGLD767$1300.08%
196Fedex Corp COMMONFDX736$1270.08%
197PNC Financial Services Group, Inc.693475105804$1270.08%
198Duke Energy Hldg CommonDUKB1,214$1250.08%
199Constellation Brands INC CLASS A CORP COMMONSTZ539$1250.08%
200Marathon Petroleum Corp COMMONMARA1,063$1240.08%
201Archer-daniels-midland CO Archer Daniels Midland CORP COMMONADM1,300$1210.07%
202Vanguard Real Estate Index Fund Etf9229085531,469$1210.07%
203Northern Oil And Gas INC CORP COMMONNOG3,875$1190.07%
204Ishares Morningstar Mid Growth Index Fund Morgstar Cap Gro Etf4642883072,148$1160.07%
205Ishares Morningstar Small Value Index Fund Morn Cap Etf4642887032,196$1140.07%
206Paypal Holdings INC CORP COMMONPYPL1,549$1100.07%
207Vanguard Russell 2000 Growth Etf92206C623700$1090.07%
208Carrier Global Corp COMMONCARR2,603$1070.07%
209Ishares Silver Trust EtfSLV4,871$1070.07%
210Workiva INC CLASS A CORP COMMONWK1,275$1070.07%
211Invesco Emerging Markets Sovereign Debt Etf Invsc Markt SovrgnIVZ5,750$1070.07%
212Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ392$1040.06%
213Vmware INC CLASS A CORP COMMON928563402836$1030.06%
214Colgate Polmolive Co.CL1,284$1010.06%
215Progressive Corp COMMON743315103774$1000.06%
216Otis Worldwide Corp COMMONOTIS1,279$1000.06%
217Dimensional U S Equity Etf25434V4012,412$1000.06%
218Vanguard Consumer Discretionary Etf92204A108452$990.06%
219Ishares S&p 500 Value Etf464287408676$980.06%
220Target Corp.TGT658$980.06%
221Axon Enterprise INC CORP COMMONAXON580$960.06%
222Advanced Micro Devices INC CORP COMMONAMD1,465$950.06%
223Federated Hermes INC CLASS B CORP COMMONFHI2,609$950.06%
224Packaging Corp Amer Common695156109724$930.06%
225Xcel Energy CommonXELLL1,316$920.06%
226Invesco S&p 500 Eql Wght Etf Invsc S P Equal WeightIVZ629$890.05%
227Southwest Airlines CO CORP COMMON8447411082,605$880.05%
228Sysco Corp.SYY1,116$850.05%
229Healthpeak Properties INC CORP COMMONDOC3,385$850.05%
230Citigroup INC CORP COMMONC-PR1,860$840.05%
231Amerisourcebergen Corp COMMONCOR500$830.05%
232Phillips 66 CORP COMMONPSX802$830.05%
233Novartis Ag ADR Repsg 1 CORP COMMONNVSEF855$780.05%
234Oracle Corp.ORCL-PD950$780.05%
235Middlesex Water CO CORP COMMON596680108967$760.05%
236Trane Technologies Plc CORP COMMONTT451$760.05%
237Capri Holdings Ltd CORP COMMONCPRI1,300$750.05%
238Allstate CommonALL-PJ531$720.04%
239Cloudflare INC CLASS A CORP COMMONNET1,550$700.04%
240Qualcomm, Inc.QCOM635$700.04%
241Clorox CO CORP COMMONCLX500$700.04%
242Lantheus Holdings INC CORP COMMONLNTH1,345$690.04%
243Welltower INC CORP COMMONWELL1,058$690.04%
244Delta Air Lines INC CORP COMMONDAL2,055$680.04%
245Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf9219467941,130$670.04%
246Consumer Staples Select Sector Spdr Fund Etf81369Y308900$670.04%
247Public Service Enterprise Group INC CORP COMMON7445731061,100$670.04%
248Ishares Morningstar US Equity Etf4642871271,268$670.04%
249West Pharmaceutical Services INC Pharm Svc CORP COMMON955306105282$660.04%
250Docusign INC CORP COMMONDOCU1,199$660.04%
251Firstenergy CommonFE1,560$650.04%
252Huntington Bancshares INC CORP COMMONHBANP4,623$650.04%
253Ishares Select Dividend Etf464287168530$640.04%
254Anthem, IncELV122$630.04%
255Kempharm INC CORP COMMONZVRA13,724$630.04%
256Centene Corp COMMONCNC750$620.04%
257Safety Insurance Group INC CORP COMMON78648T100725$610.04%
258Devon Energy Corp COMMON25179M103985$610.04%
259Ferrari Nv CORP COMMONRACE285$610.04%
260Cohen & Steers INC CORP COMMONCNS927$600.04%
261Edwards Lifesciences Corp COMMONEW787$590.04%
262Exelon Corp COMMONEXC1,324$570.04%
263Green Plains INC CORP COMMONGPRE1,856$570.04%
264Ishares Dow Jones US Aerospace And Defense Index Fund Etf464288760500$560.03%
265Adams Resources & Energy INC And CORP COMMON0063513081,450$560.03%
266Lam Research Corp COMMONLRCX134$560.03%
267Comcast Corp CLASS A COMMONCCZ1,544$540.03%
268Williams Companies INC CORP COMMON9694571001,614$530.03%
269Vanguard Small-cap Growth Index Fund Small Cap Etf922908595260$520.03%
270Evergy INC CORP COMMONEVRG808$510.03%
271L3harris Technologies INC CORP COMMONLHX238$500.03%
272Equifax INC CORP COMMONEFX250$490.03%
273Primerica INC CORP COMMONPRI343$490.03%
274Diageo Plc ADR Rep 4 CORP COMMONDGEAF269$480.03%
275Accenture Plc CLASS A CORP COMMONACN175$470.03%
276Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr464288638950$470.03%
277Charles Schwab Corp COMMONSCHW-PJ560$470.03%
278Invesco S And P Midcap Momentum Etf MomntmIVZ609$460.03%
279American Water Works Company INC CORP COMMON030420103300$460.03%
280Avangrid INC CORP COMMON05351W1031,075$460.03%
281DNP Select Income Fund Inc.23325P1044,000$450.03%
282Shell Plc ADR Each Rep 2 CORP COMMONRYDAF780$440.03%
283Chipotle Mexican Grill INC CORP COMMONCMG31$430.03%
284Dominion Energy INC CORP COMMOND694$430.03%
285Parker-hannifin Corp Parker Hannifin COMMONPH147$430.03%
286Ishares U.s. Regional Banks Etf US464288778900$430.03%
287Church & Dwight CO INC And CORP COMMONCHD539$430.03%
288Modivcare INC CORP COMMON60783X104475$430.03%
289Datadog INC CLASS A CORP COMMONDDOG573$420.03%
290Hormel Foods Corp COMMONHRL925$420.03%
291Spdr S&p Dividend Etf78464A763338$420.03%
292Ishares Morningstar Value Etf464288109668$420.03%
293Ishares Msci All Country Asia Ex Japan Etf Count Asa Jp464288182655$420.03%
294Ishares Msci Emerging Markets Etf4642872341,077$410.03%
295Ft Cboe Vest US Equity Buffer Etf - April Eqy Buff33740U8851,400$410.03%
296Toro CO CORP COMMONTORO366$410.03%
297Ciena Corp COMMONCIEN800$410.03%
298Intuitive Surgical INC CORP COMMONISRG150$400.02%
299Centerpoint Energy INC CORP COMMONCNP1,325$400.02%
300Wp Carey INC W P Reit CORP COMMON92936U109518$400.02%
301Ishares Russell Mid-cap Value Etf Mid Cap464287473370$390.02%
302State Street Corp COMMONSTT-PG500$390.02%
303Oneok INC CORP COMMONOKE600$390.02%
304Tyson Foods INC CLASS A CORP COMMONTSN600$370.02%
305Restaurant Brands International INC Intrnational CORP COMMON76131D103550$360.02%
306Halliburton CO CORP COMMONHAL912$360.02%
307Prosperity Bancshares INC CORP COMMONPB500$360.02%
308Zillow Group INC CLASS C CORP COMMONZ1,088$350.02%
309Ames National Cdt-com0310011001,500$350.02%
310Mdu Resources Group INC CORP COMMON5526901091,155$350.02%
311Ishares National Muni Bond Etf464288414332$350.02%
312Mgm Resorts International CORP COMMONMGM1,000$340.02%
313Ishares Russell 2000 Growth Etf464287648300$340.02%
314Vanguard Russell 1000 Growth Etf92206C680600$330.02%
315Ollie's Bargain Outlet Holdings INC Ollies Hldg CORP COMMON681116109700$330.02%
316Idexx Laboratories INC CORP COMMON45168D10478$320.02%
317Walgreens Boots Alliance INC Walgreen CORP COMMON931427108832$310.02%
318Bj's Wholesale Club Holdings INC Bjs Hold CORP COMMON05550J101450$300.02%
319Moody's Corp Moodys COMMONMCO106$300.02%
320Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd78464A375931$300.02%
321Plains All American Pipeline Lp Unt7265031052,550$300.02%
322Hess Corp COMMONHESM211$300.02%
323First Solar INC CORP COMMONFSLR200$300.02%
324Dte Energy CO CORP COMMONDTK250$290.02%
325Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf922042676700$290.02%
326Juniper Networks Common48203R104900$290.02%
327Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd DvrsIVZ1,946$290.02%
328Moelis & CO CLASS A CORP COMMONMC750$290.02%
329Netflix INC CORP COMMONNFLX97$290.02%
330Teleflex INC CORP COMMONTFX117$290.02%
331Eaton Corporation Plc CORP COMMONETN179$280.02%
332Ishares Msci United Kingdom Etf Kingdome46435G334913$280.02%
333Townebank Towne Bank CORP COMMON89214P109900$280.02%
334Gallagher, Arthur J. & Co.363576109150$280.02%
335Pinnacle West Capital Corp COMMONPNW365$280.02%
336Albemarle Corp COMMONALB-PA125$270.02%
337Etfmg Prime Junior Silver Miners Etf Silvr Mnrs26924G1022,515$270.02%
338Technology Select Sector Spdr Fund Etf81369Y803215$270.02%
339Moderna INC CORP COMMONMRNA150$270.02%
340Zoetis INC CLASS A CORP COMMONZTS182$270.02%
341Norwegian Cruise Line Holdings Ltd CORP COMMONNCLH2,050$250.02%
342Ft Cboe Vest US Equity Buffer Etf - July33740U208725$250.02%
343Trinity Industries INC CORP COMMON896522109850$250.02%
344Sprott Physical Silver Trust EtvSII3,000$250.02%
345Peoples Bancorp INC People CORP COMMONPEBO900$250.02%
346Kinder Morgan INC CLASS P CORP COMMONEP-PC1,353$240.01%
347Lamb Weston Holdings INC CORP COMMONLW267$240.01%
348Truist Financial Corp COMMON89832Q109550$240.01%
349Federal Agricultural Mortgage Corp Agricultur CLASS C COMMON313148306200$230.01%
350Ishares U.s. Healthcare Providers Etf US Pro46428882885$230.01%
351Vanguard Communication Services Index Fund Etf92204A884285$230.01%
352Occidental Petroleum Corp COMMON674599105370$230.01%
353Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ427$230.01%
354Vertex Pharmaceuticals INC CORP COMMONVRTX75$220.01%
355Kkr Real Estate Finance Trust INC CORP COMMONKKRT1,600$220.01%
356Broadcom INC CORP COMMONAVGO40$220.01%
357Dhi Group INC CORP COMMONDHX4,139$220.01%
358Ennis INC CORP COMMONEBF1,000$220.01%
359Timken CO CORP COMMONTKR300$210.01%
360Biomarin Pharmaceutical INC CORP COMMONBMRN200$210.01%
361Eversource Energy CORP COMMONES250$210.01%
362Ingersoll Rand INC CORP COMMONIR397$210.01%
363Tjx Companies INC CORP COMMON872540109266$210.01%
364Carnival Corp COMMONCUKPF2,655$210.01%
365United Bankshares INC CORP COMMONUNTCW500$200.01%
366Vanguard Idx Fund Total Stock Market Etf922908769100$190.01%
367Vanguard Extended Markets Index Fund Market Etf922908652146$190.01%
368Darden Restaurants INC CORP COMMONDRI135$190.01%
369Danaher Corp.23585110270$190.01%
370Invesco S&p Smallcap Low Volatility Etf Invsc S P VolatiltyIVZ426$190.01%
371Uranium Energy Corp COMMONUEC4,960$190.01%
372Intuit INC CORP COMMONINTU50$190.01%
373Vanguard S&p Small-cap 600 Growth Index Fund Small Cap Grwth Etf921932794100$190.01%
374Hawaiian Electric Industries INC CORP COMMON419870100456$190.01%
375Vanguard Pacific Stock Index Fund Ftse Etf922042866300$190.01%
376Ishares Msci Eafe Small Cap Index Fund Etf464288273336$190.01%
377Essential Utilities INC CORP COMMON29670G102380$180.01%
378Wheaton Precious Metals Corp COMMONWPM450$180.01%
379Lennar Corp CLASS A COMMONLEN-B200$180.01%
380Bok Financial Corp COMMON05561Q201176$180.01%
381Ball Corp COMMONBALL340$170.01%
382Vanguard Russell 1000 Index Fund Etf92206C730100$170.01%
383Spirit Airlines INC CORP COMMON848577102855$170.01%
384Vanguard S&p Small-cap 600 Index Fund Small Cap Etf921932828100$170.01%
385Vanguard S&p Mid-cap 400 Growth Index Fund Mid Cap Etf921932869100$170.01%
386Vanguard Mega Cap Growth Index Fund Etf921910816100$170.01%
387Vanguard Russell 3000 Etf92206C599100$170.01%
388PPL Corp COMMONPPLC577$170.01%
389Global X Silver Miners Etf37954Y848570$160.01%
390Taiwan Semiconductor Manufacturing LTD874039100220$160.01%
391Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf921932885100$160.01%
392Vanguard S&p Small Cap 600 Value Etf921932778100$160.01%
393Block INC CLASS A CORP COMMONBSQKZ255$160.01%
394Agnico Eagle Mines Ltd CORP COMMONAEM317$160.01%
395Vanguard S&p Mid-cap 400 Value Index Fund Mid Cap Etf921932844100$150.01%
396Yum! Brands INC Yum CORP COMMONYUM120$150.01%
397Chemours CO CORP COMMONCC475$150.01%
398York Water CO CORP COMMON987184108340$150.01%
399Eog Resources INC CORP COMMONEOG115$150.01%
400Corning Inc.GLW476$150.01%
401Ishares US Treasury Bond Etf46429B267600$140.01%
402Roblox Corp CLASS A COMMONRBLX478$140.01%
403Kraft Heinz CO CORP COMMONKHC350$140.01%
404Cardinal Health INC CORP COMMONCAH180$140.01%
405Dollar Tree INC CORP COMMONDLTR100$140.01%
406Vanguard Long-term Bond Index Fund Long Term Etf921937793200$140.01%
407Toyota Motor Corp - AdrTOYOF100$140.01%
408Vector Group Ltd CORP COMMON92240M1081,061$130.01%
409Ishares Msci Usa Quality Factor Etf Qlty Fact46432F339114$130.01%
410Kroger CO CORP COMMONKR300$130.01%
411Vanguard Mega Cap Index Fund Etf921910873100$130.01%
412Franklin Resources INC CORP COMMONBEN500$130.01%
413J M Smucker CO JM CORP COMMON83269640585$130.01%
414Sonoco Products CO CORP COMMON835495102214$130.01%
415Oceanfirst Financial Corp COMMON675234108600$130.01%
416Cvb Financial Corp COMMON126600105500$130.01%
417Coeur Mining INC CORP COMMON1921085044,000$130.01%
418Campbell Soup CO CORP COMMONCPB215$120.01%
419Las Vegas Sands Corp COMMONLVS245$120.01%
420Tfs Financial Corp COMMON87240R107800$120.01%
421Mag Silver Corp COMMON55903Q104740$120.01%
422Incyte Corp COMMONINCY147$120.01%
423Vanguard US Momentum Factor Etf921935508100$110.01%
424Royal Gold INC CORP COMMONRGLD100$110.01%
425Magna International INC CORP COMMON559222401188$110.01%
426Lazard Ltd CLASS A CORP COMMONLAZ305$110.01%
427Spdr S&p Midcap 400 EtfMDY25$110.01%
428Air Products And Chemicals INC CORP COMMONAIIR36$110.01%
429Ingevity Corp COMMONNGVT160$110.01%
430Airbnb INC CLASS A CORP COMMONABNB134$110.01%
431International Paper CO CORP COMMON460146103325$110.01%
432Tractor Supply CO CORP COMMONTSCO50$110.01%
433Norfolk Southern Corp COMMON65584410844$110.01%
434Blackrock INC CORP COMMONBLK16$110.01%
435Southstate Corp COMMONSSB150$110.01%
436Penn Entertainment INC CORP COMMONPENN375$110.01%
437Direxion Daily Small Cap Bear 3x Shares Etf25460E232300$110.01%
438Financial Select Sector Spdr Fund Str Etf81369Y605300$100.01%
439Toronto-dominion Bank Toronto Dominion CORP COMMONTORO153$100.01%
440Vanguard Mega Cap 300 Value Index Fund Etf921910840100$100.01%
441Mid-america Apartment Communities INC Mid America Apt Communiti Reit CORP COMMON59522J10366$100.01%
442Cme Group INC CLASS A CORP COMMONCME60$100.01%
443Vanguard US Quality Factor Etf921935706100$100.01%
444Franco-nevada Corp Franco Nevada COMMONFNV75$100.01%
445Manulife Financial Corp COMMON56501R106539$100.01%
446Barrick Gold Corp COMMON067901108570$100.01%
447Stanley Black & Decker INC And CORP COMMONSWK133$100.01%
448Luminar Technologies INC CLASS A CORP COMMONLAZRQ2,050$100.01%
449Arrow Financial Corp COMMON042744102309$100.01%
450Vishay Intertechnology INC Intertech CORP COMMONVSH450$100.01%
451Alamos Gold INC CLASS A CORP COMMONAGI1,000$100.01%
452Nexgen Energy Ltd CORP COMMONNXE2,185$100.01%
453Vanguard US Minimum Volatility Etf Volatilty921935409100$100.01%
454Fastenal CO CORP FAST200$90.01%
455Stmicroelectronics Nv ADRSTMEF260$90.01%
456Interpublic Group Of Companies INC CORP COMMONINTR257$90.01%
457Blackrock Short Maturity Bond Etf46431W507174$90.01%
458Vanguard Total World Stock Index Fund Etf922042742100$90.01%
459Silvercrest Metals INC CORP COMMON8283631011,520$90.01%
460Bank Of Montreal CORP COMMON063671101100$90.01%
461Schwab US Large-cap Etf Large Cap808524201200$90.01%
462Schwab US Dividend Equity Etf808524797125$90.01%
463Verisk Analytics INC CORP COMMONVRSK50$90.01%
464Ameren CorpAEE100$90.01%
465US Global Jets Etf26922A842500$90.01%
466New York Community Bancorp INC CORP COMMON6494451031,000$90.01%
467Embecta Corp COMMONEMBC349$90.01%
468Freeport-mcmoran INC Freeport Mcmoran CORP COMMONFCX200$80.00%
469Nice Ltd ADR Rep 1 CORP COMMONNCSYF40$80.00%
470Enphase Energy INC CORP COMMONENPH29$80.00%
471Cedar Fair Lp Unt150185106200$80.00%
472Spdr S&p Capital Markets Etf78464A771100$80.00%
473Emx Royalty Corp COMMON26873J1074,350$80.00%
474Mesa Laboratories INC CORP COMMON59064R10950$80.00%
475Thermo Fisher Scientific INC CORP COMMONTMO15$80.00%
476Ishares Russell Mid-cap Growth Etf Mid Cap464287481100$80.00%
477General Motors CO CORP COMMON37045V100233$80.00%
478Amcor Plc CORP COMMONAMCCF650$80.00%
479Omega Healthcare Investors INC Reit CORP COMMON681936100270$80.00%
480Vanguard Total International Stock Index Fund Stk Etf921909768157$80.00%
481Ishares Trust Dj US Technology Etf464287721100$70.00%
482Pan American Silver Corp Amer COMMON697900108430$70.00%
483Vanguard Russell 2000 Etf92206C664100$70.00%
484Newell Brands INC CORP COMMONNWL500$70.00%
485Cerence INC CORP COMMONCRNC400$70.00%
486Denali Therapeutics INC CORP COMMONDNLI250$70.00%
487Etfmg Prime Cyber Security Etf26924G201160$70.00%
488Expedia Group INC CORP COMMONEXPE75$70.00%
489Maxlinear INC CORP COMMONMXL200$70.00%
490Schwab International Equity Etf808524805225$70.00%
491Yum China Holdings INC CORP COMMONYUMC120$70.00%
492Shopify INC CLASS A Sub Vtg CORP COMMONSHOP200$70.00%
493Bce INC CORP COMMONBCPPF155$70.00%
494Spdr Dj Wilshire Small Cap Growth Etf S&p 60078464A201100$70.00%
495Vanguard Esg US Stock Etf921910733100$70.00%
496Electronic Arts INC CORP COMMONEA54$70.00%
497Global X Lithium & Battery Tech Etf37954Y855120$70.00%
498Zoom Video Communications INC CLASS A CORP COMMONZM105$70.00%
499Heartland Financial Usa INC CORP COMMON42234Q102150$70.00%
500Health Care Select Sector Spdr Etf81369Y20950$70.00%