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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 Q2 2024 · Filed July 8, 2024 · Accession 0001910666-24-000003

Total Value
$244,927
Positions
730
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc Ordinary SharesAAPL56,631$11,9284.88%
2Vanguard Group, Inc. Intermediate-Term Bond Etf921937819107,081$8,0193.28%
3Vanguard Group, Inc. Short-Term Bond Etf92193782783,164$6,3792.61%
4Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf46428722662,150$6,0332.47%
5Vanguard Group, Inc. Total International Bond Etf92203J407121,357$5,9062.42%
6MicrosoftMSFT13,026$5,8222.38%
7Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf46429B74756,827$5,6542.32%
8Vanguard Total Bond Market Etf92193783578,358$5,6462.31%
9Vanguard High Dividend Yield Etf92194640647,537$5,6382.31%
10Vanguard Group, Inc. Emerging Markets Government Bond Etf92194688588,440$5,5642.28%
11Vanguard Group, Inc. Dividend Appreciation Ftf92190884429,992$5,4752.24%
12Berkshire Hathaway Inc. Ordinary Shares - Class BBRK-A13,063$5,3142.18%
13Nvidia Corp Ordinary SharesNVDA37,277$4,6051.89%
14Dimensional Etf Trust U.S. Targeted Value25434V60979,985$4,1491.70%
15Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf78464A391208,572$4,1481.70%
16Alliant Energy Corp. Ordinary SharesLNT71,147$3,6211.48%
17Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf46428863859,880$3,0691.26%
18Amazon.com Inc. Ordinary SharesAMZN15,770$3,0481.25%
19Lilly(eli) & Co Ordinary SharesLLY3,229$2,9231.20%
20Vanguard Group, Inc. Financials Etf92204A40528,779$2,8741.18%
21Vanguard Group, Inc. Value Etf92290874417,103$2,7431.12%
22Dimensional Etf Trust Core Fixed Income25434V87265,420$2,7181.11%
23Alphabet Inc Ordinary Shares - Class CGOOG13,787$2,5291.04%
24Vanguard Group, Inc. Growth Etf9229087366,087$2,2770.93%
25Vanguard Group, Inc. Health Care Etf92204A5048,218$2,1860.90%
26Ssga Active Trust Spdr S&p 500 EtfSPY4,010$2,1820.89%
27Vanguard Group, Inc. Mortgage-Backed Securities Etf92206C77148,037$2,1810.89%
28Vanguard Group, Inc. Mid-Cap Etf9229086298,627$2,0890.86%
29Costco Wholesale Corp Ordinary Shares22160K1052,285$1,9420.80%
30Johnson & JohnsonJNJ13,217$1,9320.79%
31IShares US Treasury Inflation Protected46428717618,074$1,9300.79%
32Dimensional Etf Trust Emerging Core Equity Market25434V30272,219$1,8680.76%
33Vanguard Group, Inc. Small Cap Value Etf92290861110,139$1,8510.76%
34Vanguard Group, Inc. Ftse Emerging Markets Etf92204285842,164$1,8450.76%
35JPMorgan Chase & Co.VYLD8,901$1,8000.74%
36Abbvie Inc Ordinary SharesABBV9,678$1,6600.68%
37Vanguard Group, Inc. Information Technology Etf92204A7022,840$1,6380.67%
38Vanguard Group, Inc. Small Cap Etf9229087517,423$1,6190.66%
39Home Depot, Inc.HD4,381$1,5080.62%
40Merck & Co Inc Ordinary SharesMRK12,104$1,4980.61%
41Micron Technology Inc. Ordinary SharesMU10,658$1,4020.57%
42Rtx Corp Ordinary SharesRTX13,741$1,3790.56%
43Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund46435G67226,425$1,3190.54%
44Caterpiller, Inc DELCAT3,949$1,3150.54%
45Dimensional Etf Trust Short-Duration Fixed Income25434V86426,285$1,2350.51%
46Dimensional Etf Trust U.S. Core Equity 225434V70838,287$1,2340.51%
47Verizon CommunicationsVZ29,384$1,2120.50%
48Pfizer IncPFE42,414$1,1870.49%
49Dimensional Etf Trust International Core Equity Market25434V20339,903$1,1840.48%
50Vanguard Group, Inc. Ftse All-World ex-US Etf92204277520,129$1,1800.48%
51Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf4642875568,495$1,1660.48%
52Deere & Co.DE3,073$1,1480.47%
53Spdr Series Trust Portfolio Tips Etf78464A65644,755$1,1380.47%
54Automatic Data ProcessingADP4,703$1,1230.46%
55Coca Cola CoKO17,555$1,1170.46%
56Fifth Third Bancorp Ordinary SharesFITBM30,373$1,1080.45%
57Taiwan Semiconductor Manufacturing LTD8740391006,275$1,0910.45%
58Applied Materials Inc. Ordinary Shares0382221054,487$1,0590.43%
59Lowes Cos, Inc.5486611074,649$1,0250.42%
60Dimensional Etf Trust International Value25434V80727,983$1,0060.41%
61Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf46428828110,845$9600.39%
62Nextera Energy Inc Ordinary SharesNEE-PW13,237$9370.38%
63Procter & Gamble Co. Ordinary Shares7427181095,663$9340.38%
64Chevron CommonCVX5,867$9180.38%
65Lockheed Martin Corp.LMT1,937$9050.37%
66Walmart IncWMT12,921$8750.36%
67Meta Platforms Inc Ordinary Shares - Class AMETA1,720$8670.36%
68Alibaba Group Holding Ltd ADRBBAAY11,561$8320.34%
69Vanguard Group, Inc. Ftse Developed Markets Etf92194385816,767$8290.34%
70Unitedhealth Group CommonUNH1,605$8170.33%
71Vanguard Group, Inc. S&p 500 Etf9229083631,591$7960.33%
72Vanguard Group, Inc. Utilities Etf92204A8765,376$7950.33%
73Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 EtfIVZ3,890$7670.31%
74Vanguard Materials Viper92204A8013,934$7580.31%
75Amgen, Inc.AMGN2,415$7550.31%
76IShares Trust Goldman Sacsh $ Investop Corp Bond Fund4642872426,910$7400.30%
77Exxonmobil Corp.XOM6,220$7160.29%
78Ssga Active Trust Spdr Portfolio Emerging Markets Etf78463X50918,986$7150.29%
79Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf46428868722,415$7070.29%
80Honeywell International Inc Ordinary Shares4385161063,312$7070.29%
81Texas Instruments, Inc.8825081043,606$7010.29%
82IBM CommonINTR4,003$6920.28%
83Vanguard Group, Inc. Industrials Etf92204A6032,937$6910.28%
84Chubb Limited Ordinary SharesCB2,651$6760.28%
85Principal Financial GroupPFG8,562$6720.28%
86Netapp Inc Ordinary SharesNTAP5,065$6520.27%
87United Parcel Service, Inc.UPS4,620$6320.26%
88Salesforce Inc Ordinary SharesCRM2,433$6260.26%
89Medtronic Plc Ordinary SharesMDT7,855$6180.25%
90Bank of America Corp.06050510415,487$6160.25%
91Caseys General Stores Inc1475281031,596$6090.25%
92Snowflake Inc Ordinary Shares - Class ASNOW4,399$5940.24%
93Vanguard Group, Inc. Large Cap Etf9229086372,360$5890.24%
94Visa Inc Ordinary Shares - Class AV2,225$5840.24%
95McDonalds Corp.MCD2,274$5800.24%
96Union Pacific Corp. Ordinary SharesUNP2,530$5720.23%
97Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf4642872001,021$5590.23%
98Southern Co.SOMN7,027$5450.22%
99Goldman Sachs Group, Inc. Ordinary SharesGSCE1,194$5400.22%
100Tesla Inc Ordinary SharesTSLA2,730$5400.22%
101Vanguard Short-term Corporate Bond Idx Fund Etf92206C4096,835$5280.22%
102Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf4642875079,020$5280.22%
103Altria Group Inc.MO11,182$5090.21%
104Mercadolibre Inc Ordinary SharesMELI310$5090.21%
105Discover Financial Services Ordinary Shares2547091083,782$4950.20%
106Crowdstrike Holdings Inc Ordinary Shares - Class ACRWD1,273$4880.20%
107Starbucks Corp.SBUX6,264$4880.20%
108Invesco Capital Management LLC High Yield Equity Dividend Achievers EtfIVZ24,760$4860.20%
109Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf46434V6218,345$4810.20%
110Am Electric Common0255371015,405$4740.19%
111Abbott LabsABLZF4,543$4720.19%
112Wec Energy Group Inc Ordinary SharesWEC5,953$4670.19%
113Advanced Micro Devices Inc. Ordinary SharesAMD2,882$4670.19%
114Travelers Companies Inc. Ordinary SharesTRV2,286$4650.19%
115Vanguard Group, Inc. Long-Term Bond Etf9219377936,590$4630.19%
1163M Co. Ordinary SharesMMM4,519$4620.19%
117Adobe Inc Ordinary SharesADBE819$4550.19%
118Becton Dickinson & Co. Ordinary SharesBDX1,914$4470.18%
119Vanguard Group, Inc. International Dividend Appreciation Etf9219468105,491$4460.18%
120Waste Management, Inc. Ordinary Shares94106L1091,996$4260.17%
121Vanguard Group, Inc. Mega Cap Growth Etf9219108161,357$4260.17%
122Marvell Technology Inc Ordinary SharesMRVL6,063$4240.17%
123Enbridge Inc Ordinary SharesENNPF11,806$4200.17%
124Dover Corp. Ordinary SharesDOV2,319$4180.17%
125Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf4642876141,126$4100.17%
126Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf46429B6557,895$4030.17%
127Bristol-Myers Squibb Co.CELG-RI9,679$4020.16%
128Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf46434V6138,867$4010.16%
129AT&T, Inc.T-PC20,581$3930.16%
130Ford Motor Company Common34537086030,987$3890.16%
131Consolidated Edison, Inc.ED4,239$3790.16%
132US Bancorp DELUSB-PS9,526$3780.15%
133Dimensional Etf Trust US Core Equity Market25434V1049,747$3650.15%
134Boeing Co CommonBA-PA1,995$3630.15%
135Kimberly-Clark Corp. Ordinary SharesKMB2,597$3590.15%
136Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf46434G1036,250$3350.14%
137Conoco Phillips Ordinary SharesCOP2,920$3340.14%
138Ishares Trust Cybersecurity And Tech Etf46435U1357,190$3300.14%
139Ishares Trust Core Msci International Developed Markets Etf46435G3264,955$3250.13%
140Morgan Stanley Ordinary SharesMS-PQ3,328$3230.13%
141S&p Global INC CORPSPGI717$3200.13%
142PepsiCo, Inc.PEP1,890$3120.13%
143Cummins Inc. Ordinary SharesCMI1,127$3120.13%
144Dimensional Etf Trust US High Profitability25434V8319,675$3100.13%
145Cigna Group (The) Ordinary Shares125523100923$3050.12%
146Blackrock Institutional Trust Company N.A. Ishares Mbs Etf4642885883,307$3040.12%
147Mastercard Incorporated Ordinary Shares - Class AMA657$2900.12%
148American Express Co.AXP1,245$2880.12%
149Alphabet Inc Ordinary Shares - Class AGOOG1,505$2740.11%
150Vanguard Group, Inc. Mid-Cap Value Etf9229085121,790$2690.11%
151Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf4642876551,322$2680.11%
152Gilead Sciences, Inc.GILD3,911$2680.11%
153Martin Marietta Materials, Inc. Ordinary Shares573284106481$2610.11%
154PPG Industries, Inc. Ordinary Shares6935061072,040$2570.11%
155Dupont DE Nemours Inc Ordinary SharesDD3,183$2560.10%
156Devon Energy Corp. Ordinary Shares25179M1035,410$2560.10%
157Nike, Inc. Ordinary Shares - Class BNKE3,367$2540.10%
158Paychex Inc. Ordinary SharesPAYX2,138$2530.10%
159Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf4642878042,358$2520.10%
160Humana Inc. Ordinary SharesHUM670$2500.10%
161Invesco Capital Management LLC Qqq Trust Series 1IVZ515$2470.10%
162Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf46434V8036,900$2450.10%
163General Dynamics Corp.GD836$2430.10%
164Vanguard Group, Inc. Mid-Cap Growth Etf9229085381,052$2410.10%
165Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf46432F8423,320$2410.10%
166Ge Aerospace Ordinary Shares3696043011,507$2400.10%
167Wynn Resorts Ltd. Ordinary SharesWYNN2,655$2380.10%
168Metlife Inc Ordinary SharesMET-PF3,386$2380.10%
169Valero Energy Corp. Ordinary SharesVLO1,515$2370.10%
170Intel Corp.INTC7,579$2350.10%
171Philip Morris International Inc Ordinary Shares7181721092,308$2340.10%
172Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf46429B26710,131$2290.09%
173Fedex Corp Ordinary SharesFDX736$2210.09%
174Blackstone Inc Ordinary SharesBX1,747$2160.09%
175Broadcom Inc Ordinary SharesAVGO134$2150.09%
176Zimmer Biomet Holdings INC CORPZBH1,922$2090.09%
177Invesco Capital Management LLC Emerging Markets Sovereign Debt EtfIVZ10,250$2050.08%
178Rockwell Automation Inc Ordinary SharesROK730$2010.08%
179Wells Fargo & Co. Common Stock9497461013,379$2010.08%
180Ssga Active Trust Spdr Gold Shares EtfGLD936$2010.08%
181Fiserv, Inc.FISV1,345$2000.08%
182CVS Health Corp Ordinary SharesCVS3,386$2000.08%
183Marathon Petroleum Corp Ordinary SharesMARA1,128$1960.08%
184Duke Energy Hldg CommonDUKB1,951$1960.08%
185Nutrien Ltd Ordinary SharesNTR3,765$1920.08%
186Disney Walt Co.2546871061,913$1900.08%
187Cisco Systems, Inc.CSCO3,966$1880.08%
188Mondelez International Inc. Ordinary Shares - Class A6092071052,763$1810.07%
189Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf4642875981,018$1780.07%
190Dollar General Corp. Ordinary Shares2566771051,330$1760.07%
191Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf9220427181,481$1740.07%
192Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf4642874652,190$1720.07%
193Dimensional Etf Trust U.S. Equity25434V4012,930$1720.07%
194Ssga Active Trust Technology Select Sector Spdr Etf81369Y803755$1710.07%
195Axon Enterprise Inc Ordinary SharesAXON580$1710.07%
196Biogen Inc Ordinary SharesBIIB732$1700.07%
197Blackrock Institutional Trust Company N.A. Ishares U.S. Oil & Gas Exploration Production Etf4642888511,700$1690.07%
198Novo Nordisk A/SNONOF1,170$1670.07%
199BPBPPFF4,629$1670.07%
200Vanguard Group, Inc. Consumer Staples Etf92204A207798$1620.07%
201Conagra FoodsCAG5,660$1610.07%
202Citigroup Inc Ordinary SharesC-PR2,544$1610.07%
203Dow Inc Ordinary SharesDOW3,030$1610.07%
204Analog Devices Inc. Ordinary SharesADI682$1560.06%
205Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf464287622525$1560.06%
206Lantheus Holdings Inc Ordinary SharesLNTH1,945$1560.06%
207Pathward Financial Inc Ordinary SharesCASH2,740$1550.06%
208Northrop Grumman Corp. Ordinary SharesNOC342$1490.06%
209Trane Technologies Plc Ordinary Shares - Class ATT451$1480.06%
210Vanguard Group, Inc. Energy Etf92204A3061,163$1480.06%
211Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf464287630966$1470.06%
212Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf4642883072,148$1460.06%
213Spdr Series Trust Portfolio S&p 500 Growth Etf78464A4091,808$1450.06%
214Phillips 66 Ordinary SharesPSX1,027$1450.06%
215Diamondback Energy Inc Ordinary SharesFANG725$1450.06%
216Lam Research Corp. Ordinary SharesLRCX134$1430.06%
217Blackrock Institutional Trust Company N.A. Ishares SilverSLV5,366$1430.06%
218West BancorporationWTBA7,855$1410.06%
219Bank of New York Mellon Corp0640581002,336$1400.06%
220Prudential Financial Inc. Ordinary SharesPUKPF1,189$1390.06%
221First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Buffer & Premium Income Etf - September33740F3754,500$1380.06%
222Progressive Corp. Ordinary Shares743315103661$1370.06%
223Oracle Corp.ORCL-PD950$1340.05%
224Corteva Inc Ordinary SharesCTVA2,450$1320.05%
225Vanguard Group, Inc. Russell 2000 Growth Index Etf92206C623686$1310.05%
226Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf4642887032,196$1270.05%
227Dimensional Etf Trust World Ex U.S. Core Equity 225434V8805,000$1270.05%
228Charles Schwab Corp. Ordinary SharesSCHW-PJ1,710$1260.05%
229Colgate Polmolive Co.CL1,284$1250.05%
230General Mills Inc.3703341041,977$1250.05%
231First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex33734X1191,945$1250.05%
232Archer Daniels Midland Co. Ordinary SharesADM2,060$1250.05%
233Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf464287408676$1230.05%
234Cencora Inc. Ordinary SharesCOR518$1170.05%
235Ferrari N.V. Ordinary SharesRACE285$1160.05%
236Qualcomm, Inc.QCOM570$1140.05%
237Constellation Brands Inc Ordinary Shares - Class ASTZ439$1130.05%
238Weyerhaeuser Co. Ordinary SharesWY3,968$1130.05%
239PNC Financial Services Group, Inc.693475105710$1100.05%
240Welltower Inc. Ordinary SharesWELL1,058$1100.05%
241Netflix Inc. Ordinary SharesNFLX161$1090.04%
242Ssga Active Trust Consumer Staples Select Sector Spdr81369Y3081,425$1090.04%
243Viatris Inc Ordinary SharesVTRS10,242$1090.04%
244Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf464288760800$1060.04%
245Carrier Global Corp Ordinary SharesCARR1,642$1040.04%
246Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf4642873331,225$1040.04%
247Public Service Enterprise Group Inc. Ordinary Shares7445731061,401$1030.04%
248Invesco Capital Management LLC S&p 500 Equal Weight EtfIVZ629$1030.04%
249Chipotle Mexican Grill Ordinary SharesCMG1,635$1020.04%
250Intuitive Surgical Inc Ordinary SharesISRG228$1010.04%
251Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf4642872342,330$990.04%
252Packaging Corp Amer Common695156109524$960.04%
253Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf4642871271,268$950.04%
254Novartis Ag ADRNVSEF855$910.04%
255Newmont Corp Ordinary SharesNEMCL2,170$910.04%
256Dimensional Etf Trust US Large Cap Value25434V6663,130$900.04%
257Roblox Corporation Ordinary Shares - Class ARBLX2,428$900.04%
258Anthem, IncELV165$890.04%
259Spdr Series Trust S&p Regional Banking Etf78464A6981,800$880.04%
260Kimco Realty Corporation Ordinary Shares49446R1094,413$860.04%
261Cloudflare Inc Ordinary Shares - Class ANET1,035$860.04%
262Realty Income Corp. Ordinary SharesO1,600$850.03%
263Edwards Lifesciences Corp Ordinary SharesEW917$850.03%
264Ssga Active Trust Health Care Select Sector Spdr81369Y209578$840.03%
265Vanguard Group, Inc. Real Estate Index Fund Etf922908553985$830.03%
266Sysco Corp.SYY1,116$800.03%
267Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf464287648300$790.03%
268Seagate Technology Holdings Plc Ordinary SharesSE755$780.03%
269Lyondellbasell Industries NV Ordinary Shares - Class ALYB805$770.03%
270Delta Air Lines, Inc. Ordinary SharesDAL1,630$770.03%
271Primerica Inc Ordinary SharesPRI318$750.03%
272First Trust Exchange-Traded Fund Iii Dow Jones Internet Index33733E302361$740.03%
273Paypal Holdings Inc Ordinary SharesPYPL1,281$740.03%
274Otis Worldwide Corp Ordinary SharesOTIS765$740.03%
275Constellation Energy Corporation Ordinary SharesCEG371$740.03%
276Genpact Ltd Ordinary SharesG2,300$740.03%
277Zevra Therapeutics Inc Ordinary SharesZVRA14,224$700.03%
278Xcel Energy CommonXELLL1,316$700.03%
279Williams Cos Inc Ordinary Shares9694571001,614$690.03%
280Allstate CommonALL-PJ423$680.03%
281Datadog Inc Ordinary Shares - Class ADDOG523$680.03%
282Zoetis Inc Ordinary Shares - Class AZTS386$670.03%
283Vanguard Group, Inc. Mega Cap 300 Index Etf921910873332$660.03%
284Vanguard Group, Inc. Consumer Discretionary Etf92204A108207$650.03%
285Vanguard Group, Inc. Small Cap Growth Etf922908595260$650.03%
286Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf464287168530$640.03%
287Hormel Foods Corp. Ordinary SharesHRL2,050$630.03%
288First Trust Exchange-Traded Fund Iii Health Care Alphadex33734X143593$620.03%
289West Pharmaceutical Services, Inc. Ordinary Shares955306105187$620.03%
290Equifax, Inc. Ordinary SharesEFX250$610.02%
291Block Inc Ordinary Shares - Class ABSQKZ925$600.02%
292Firstenergy CommonFE1,560$600.02%
293Shell Plc ADR (Representing - Ordinary Shares)RYDAF817$590.02%
294Celsius Holdings Inc Ordinary SharesCELH1,000$570.02%
295Vanguard Group, Inc. Russell 1000 Growth Index Etf92206C680600$560.02%
296Accenture Plc Ordinary Shares - Class AACN185$560.02%
297Kroger Co. Ordinary SharesKR1,116$560.02%
298Federated Hermes Inc Ordinary Shares - Class BFHI1,643$540.02%
299Target Corp.TGT368$540.02%
300Safety Insurance Group, Inc. Ordinary Shares78648T100725$540.02%
301Solventum Corp Ordinary SharesSOLV1,005$530.02%
302Comcast Corp Ordinary Shares - Class ACCZ1,316$520.02%
303Antero Midstream Corp Ordinary SharesAM3,430$510.02%
304Middlesex Water Co. Ordinary Shares596680108967$510.02%
305Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf464288109668$510.02%
306Cboe Global Markets Inc. Ordinary Shares12503M108300$510.02%
307Vanguard Group, Inc. Tax-Exempt Bond Etf922907746991$500.02%
308Church & Dwight Co., Inc. Ordinary SharesCHD479$500.02%
309Sprott Asset Management Lp Physical Silver TrustSII5,000$500.02%
310Dimensional Etf Trust National Municipal Bond25434V8491,038$500.02%
311Vanguard Group, Inc. Russell 1000 Value Index Etf92206C714636$490.02%
312JD.com Inc ADRJDCMF1,840$480.02%
313Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf4642887781,150$480.02%
314Clorox Co. Ordinary SharesCLX350$480.02%
315Docusign Inc Ordinary SharesDOCU899$480.02%
316Ge Vernova Inc. Ordinary SharesGEV276$470.02%
317Soundhound Ai Inc Ordinary Shares - Class ASOUNW11,925$470.02%
318British American Tobacco Plc ADR1104481071,505$470.02%
319Dominion Energy Inc Ordinary SharesD936$460.02%
320Centene Corp. Ordinary SharesCNC700$460.02%
321Plains All American Pipeline Lp Unit7265031052,550$460.02%
322Spdr Series Trust Dividend Etf78464A763358$460.02%
323Moody`s Corp. Ordinary SharesMCO106$450.02%
324Exelon Corp. Ordinary SharesEXC1,301$450.02%
325Mgm Resorts International Ordinary SharesMGM1,000$440.02%
326Evergy Inc Ordinary SharesEVRG808$430.02%
327Zillow Group Inc Ordinary Shares - Class CZ915$420.02%
328Barrick Gold Corp. Ordinary Shares0679011082,500$420.02%
329Cohen & Steers Inc. Ordinary SharesCNS578$420.02%
330Blackrock Institutional Trust Company N.A. Ishares Msci All Country Asia Ex Japan Etf464288182565$410.02%
331Eaton Corporation Plc Ordinary SharesETN130$410.02%
332Carnival Corp. Ordinary Shares (Paired Stock)CUKPF2,197$410.02%
333Oneok Inc. Ordinary SharesOKE500$410.02%
334Arch Capital Group Ltd Ordinary SharesG0450A105400$400.02%
335Invesco Capital Management LLC S&p Midcap Momentum EtfIVZ350$400.02%
336Capri Holdings Ltd Ordinary SharesCPRI1,200$400.02%
337Bj`s Wholesale Club Holdings Inc Ordinary Shares05550J101450$400.02%
338Ufp Industries Inc Ordinary SharesUFPI350$390.02%
339Gallagher, Arthur J. & Co.363576109150$390.02%
340Vanguard Group, Inc. Communication Services Etf92204A884285$390.02%
341Ciena Corp. Ordinary SharesCIEN800$390.02%
342American Water Works Co. Inc. Ordinary Shares030420103300$390.02%
343Vanguard Group, Inc. International High Dividend Yield Etf921946794570$390.02%
344Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf464288273619$380.02%
345Idexx Laboratories, Inc. Ordinary Shares45168D10478$380.02%
346Parker-Hannifin Corp. Ordinary SharesPH75$380.02%
347W. P. Carey Inc Ordinary Shares92936U109682$380.02%
348Blackrock Institutional Trust Company N.A. Ishares Msci China A Etf46434V5141,500$380.02%
349State Street Corp. Ordinary SharesSTT-PG500$370.02%
350Keycorp Ordinary Shares4932671082,600$370.02%
351Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf78464A3751,131$370.02%
352Federal Agricultural Mortgage Corp. Ordinary Shares - Class C313148306200$360.01%
353Ssga Active Trust Utilities Select Sector Spdr Etf81369Y886535$360.01%
354Southwest Airlines Co Ordinary Shares8447411081,255$360.01%
355Ingersoll-Rand Inc Ordinary SharesIR397$360.01%
356Huntington Bancshares, Inc. Ordinary SharesHBANP2,634$350.01%
357Pure Storage Inc Ordinary Shares - Class A74624M102550$350.01%
358Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf464288414318$340.01%
359L3harris Technologies Inc Ordinary SharesLHX153$340.01%
360Restaurant Brands International Inc Ordinary Shares76131D103490$340.01%
361Diageo Plc ADRDGEAF269$340.01%
362Digital Realty Trust Inc Ordinary Shares253868103223$340.01%
363Albemarle Corp. Ordinary SharesALB-PA356$340.01%
364Intuit Inc Ordinary SharesINTU50$330.01%
365Halliburton Co. Ordinary SharesHAL965$330.01%
366Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf46434G848800$330.01%
367Juniper Networks Common48203R104900$330.01%
368DNP Select Income Fund Inc.23325P1044,000$330.01%
369Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf46435G334913$320.01%
370Dollar Tree Inc Ordinary SharesDLTR300$320.01%
371Occidental Petroleum Corp. Ordinary Shares674599105488$310.01%
372Hess Corporation Ordinary SharesHESM211$310.01%
373Prosperity Bancshares Inc. Ordinary SharesPB500$310.01%
374Haleon Plc ADRHLNCF3,808$310.01%
375Vanguard Group, Inc. Total Stock Market Etf922908769113$300.01%
376Gsk Plc ADRGLAXF786$300.01%
377Uranium Energy Corp Ordinary SharesUEC4,960$300.01%
378Green Plains Inc Ordinary SharesGPRE1,856$290.01%
379Ollies Bargain Outlet Holdings Inc Ordinary Shares681116109300$290.01%
380Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf464287473240$290.01%
381Ge Healthcare Technologies Inc Ordinary SharesGEHC370$290.01%
382Dimensional Etf Trust US Marketwide Value25434V724744$290.01%
383Warner Bros. Discovery Inc Ordinary Shares - Class AWBD3,897$290.01%
384Unilever Plc ADRUNLYF517$280.01%
385Dte Energy Co. Ordinary SharesDTK250$280.01%
386Amplify Etf Trust Junior Silver Miners0321086492,515$280.01%
387Tjx Companies, Inc. Ordinary Shares872540109246$270.01%
388Omnicom Group, Inc. Ordinary SharesOMC300$270.01%
389Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 EtfIVZ1,946$270.01%
390Vanguard Group, Inc. Total International Stock Etf921909768427$260.01%
391First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex33734X101425$250.01%
392Trinity Industries, Inc. Ordinary Shares896522109850$250.01%
393Kinder Morgan Inc Ordinary Shares - Class PEP-PC1,253$250.01%
394Vanguard Group, Inc. Extended Market Index Etf922908652146$250.01%
395Umb Financial Corp. Ordinary Shares902788108300$250.01%
396Vanguard Group, Inc. Russell 1000 Index Etf92206C730100$250.01%
397Expedia Group Inc Ordinary SharesEXPE193$240.01%
398Vanguard Group, Inc. Russell 3000 Index Etf92206C599100$240.01%
399Okta Inc Ordinary Shares - Class AOKTA260$240.01%
400Invesco Capital Management LLC S&p Midcap Low Volatility EtfIVZ427$240.01%
401Centerpoint Energy Inc. Ordinary SharesCNP750$230.01%
402First Solar Inc Ordinary SharesFSLR100$230.01%
403Tyson Foods, Inc. Ordinary Shares - Class ATSN400$230.01%
404Northern Oil And Gas Inc. Ordinary SharesNOG625$230.01%
405Lamb Weston Holdings Inc Ordinary SharesLW267$220.01%
406Ennis Inc. Ordinary SharesEBF1,000$220.01%
407Vanguard Group, Inc. Ftse Pacific Etf922042866300$220.01%
408Mdu Resources Group Inc Ordinary Shares552690109885$220.01%
409Blackrock Institutional Trust Company N.A. Ishares U.S. Healthcare Providers Etf464288828425$220.01%
410Coeur Mining Inc Ordinary Shares1921085044,000$220.01%
411Wheaton Precious Metals Corp Ordinary SharesWPM400$210.01%
412Franco-Nevada Corporation Ordinary SharesFNV177$210.01%
413Toyota Motor Corp - AdrTOYOF100$200.01%
414Rpm International, Inc. Ordinary Shares749685103186$200.01%
415Moelis & Co Ordinary Shares - Class AMC350$200.01%
416Lennar Corp. Ordinary Shares - Class ALEN-B136$200.01%
417Royal Caribbean Group Ordinary SharesV7780T103120$190.01%
418Invesco Capital Management LLC S&p Smallcap Low Volatility EtfIVZ426$190.01%
419Blackrock Institutional Trust Company N.A. Ishares Msci Usa Quality Factor Etf46432F339114$190.01%
420Healthpeak Properties Inc. Ordinary SharesDOC970$190.01%
421Blackrock Institutional Trust Company N.A. Short Maturity Municipal Bond Etf46431W838381$190.01%
422Vanguard Group, Inc. S&p 500 Value Etf921932703100$180.01%
423Truist Financial Corporation Ordinary Shares89832Q109453$180.01%
424Pinnacle West Capital Corp. Ordinary SharesPNW233$180.01%
425Peoples Bancorp, Inc. (Marietta, Oh) Ordinary SharesPEBO600$180.01%
426Vertex Pharmaceuticals, Inc. Ordinary SharesVRTX38$180.01%
427Global X Funds Silver Miners Etf37954Y848570$180.01%
428Cardinal Health, Inc. Ordinary SharesCAH180$180.01%
429Corning Inc.GLW456$180.01%
430Tractor Supply Co. Ordinary SharesTSCO64$170.01%
431Sempra Ordinary SharesSREA222$170.01%
432Under Armour IncUA2,563$170.01%
433Aflac Inc. Ordinary SharesAFL193$170.01%
434Illinois Tool Works, Inc. Ordinary Shares45230810973$170.01%
435Danaher Corp.23585110270$170.01%
436Silgan Holdings Inc. Ordinary SharesSLGN400$170.01%
437Biomarin Pharmaceutical Inc. Registered SharesBMRN200$160.01%
438Blackrock Inc. Ordinary SharesBLK20$160.01%
439Bok Financial Corp. Ordinary Shares05561Q201176$160.01%
440Avangrid Inc Ordinary Shares05351W103455$160.01%
441Schwab Strategic Trust US Dividend Equity Etf808524797208$160.01%
442Timken Co. Ordinary SharesTKR200$160.01%
443Vanguard Group, Inc. U.S. Momentum Factor Etf921935508100$150.01%
444Nexgen Energy Ltd Ordinary SharesNXE2,185$150.01%
445Knife River Corp Ordinary SharesKNF212$150.01%
446Transmedics Group Inc Ordinary SharesTMDX100$150.01%
447Essential Utilities Inc Ordinary Shares29670G102380$140.01%
448Eog Resources, Inc. Ordinary SharesEOG115$140.01%
449International Paper Co. Ordinary Shares460146103325$140.01%
450Palantir Technologies Inc Ordinary Shares - Class APLTR550$140.01%
451Fastenal CO CORPFAST200$130.01%
452Vanguard Group, Inc. U.S. Quality Factor Etf921935706100$130.01%
453Dimensional Etf Trust U.S. Small Cap25434V500215$130.01%
454Spdr State Street Global Advisors S&p Midcap 400 Etf TrustMDY25$130.01%
455Verisk Analytics Inc Ordinary SharesVRSK50$130.01%
456Airbnb Inc Ordinary Shares - Class AABNB84$130.01%
457York Water Co. Ordinary Shares987184108340$130.01%
458Sherwin-Williams Co. Ordinary SharesSHW42$130.01%
459Shopify Inc Ordinary Shares - Class ASHOP200$130.01%
460Vanguard Group, Inc. Mega Cap Value Etf921910840100$120.00%
461Cme Group Inc Ordinary Shares - Class ACME60$120.00%
462Coinbase Global Inc Ordinary Shares - Class ACOIN52$120.00%
463Silvercrest Metals Inc Ordinary Shares8283631011,420$120.00%
464Darden Restaurants, Inc. Ordinary SharesDRI82$120.00%
465Booking Holdings Inc Ordinary SharesBKNG3$120.00%
466Vaneck Etf Trust Semiconductor92189F67645$120.00%
467Modivcare Inc Ordinary Shares60783X104425$110.00%
468Stanley Black & Decker Inc Ordinary SharesSWK133$110.00%
469Dicks Sporting Goods, Inc. Ordinary Shares25339310250$110.00%
470Cedar Fair L.P. Ordinary Shares150185106200$110.00%
471Chemours Company Ordinary SharesCC475$110.00%
472Fmc Corp. Ordinary SharesFMC197$110.00%
473Hf Sinclair Corp. Ordinary SharesDINO200$110.00%
474Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf921932869100$110.00%
475Howmet Aerospace Inc Ordinary SharesHWM141$110.00%
476Southstate Corporation Ordinary SharesSSB150$110.00%
477Ingredion Inc Ordinary SharesINGR100$110.00%
478Eversource Energy Ordinary SharesES187$110.00%
479Las Vegas Sands Corp Ordinary SharesLVS245$110.00%
480Copart, Inc. Ordinary SharesCPRT200$110.00%
481Vanguard Group, Inc. Total World Stock Etf922042742100$110.00%
482Vanguard Group, Inc. U.S. Minimum Volatility Etf921935409100$110.00%
483Garmin Ltd Ordinary SharesGRMN68$110.00%
484Vanguard Group, Inc. Esg U.S. Stock Etf921910733100$100.00%
485Agnico Eagle Mines Ltd Ordinary SharesAEM159$100.00%
486Campbell Soup Co. Ordinary SharesCPB215$100.00%
487St Microelectronics New York SharesSTMEF260$100.00%
488Amplify Etf Trust Cybersecurity032108664160$100.00%
489Vanguard Group, Inc. S&p Mid-Cap 400 Etf921932885100$100.00%
490General Motors Company Ordinary Shares37045V100219$100.00%
491Vanguard Group, Inc. S&p Small-Cap 600 Etf921932828100$100.00%
492Ameren CorpAEE132$90.00%
493Omega Healthcare Investors, Inc. Ordinary Shares681936100270$90.00%
494United States Lime & Minerals Inc. Ordinary SharesUNTCW25$90.00%
495Incyte Corp. Ordinary SharesINCY147$90.00%
496Mag Silver Corp. Ordinary Shares55903Q104740$90.00%
497Pan American Silver Corp Ordinary Shares697900108430$90.00%
498Blackrock Institutional Trust Company N.A. Short Duration Bond Etf46431W507174$90.00%
499Norfolk Southern Corp. Ordinary Shares65584410844$90.00%
500Townebank Portsmouth VA Ordinary Shares89214P109300$80.00%