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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

Garton & Associates Financial Advisors LLC

Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0002109857-26-000001

Total Value
$178.6M
Positions
1,507
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY BLUE CHIP GROWTH31638930317,726$4.7M2.89%
2PNC FINL SERVICES69347510521,262$4.4M2.71%
3SCHWAB PRIME ADVANTAGE MONEY INVESTOR8085156053,543,409$3.5M2.16%
4AMAZONCOM INCAMZN14,495$3.3M2.04%
5SCHWAB PRIME ADVANTAGE MONEY INVESTOR8085156053,201,567$3.2M1.95%
6FULLERTHALER BEHAVIORAL SMCP GRINSTL14064D78256,421$3.0M1.85%
7MICROSOFT CORPMSFT6,241$3.0M1.84%
8FIDELITY CAPITAL & INCOME316062108276,158$3.0M1.83%
9T ROWE PRICE ALLCAP OPPORTUNITIESI77955730537,174$2.9M1.79%
10T ROWE PRICE CAPITAL APPRECIATION I77954M30381,785$2.9M1.78%
11BROADCOM INCAVGO8,023$2.8M1.69%
12ALPHABET INC CLASS CLASS AGOOG8,748$2.7M1.67%
13BROADCOM INCAVGO7,857$2.7M1.66%
14FULLERTHALER BEHAVIORAL SMCP EQ INST14064D86551,542$2.6M1.58%
15APPLE INCAAPL9,476$2.6M1.57%
16AMERICAN FUNDS AMERICAN BALANCED F202407182168,777$2.6M1.57%
17INVESCO NASDAQ 100 ETFIVZ9,172$2.3M1.42%
18APPLE INCAAPL7,439$2.0M1.23%
19DUKE ENERGY CORP NEWDUKB17,026$2.0M1.22%
20HASBRO INCHAS23,971$2.0M1.20%
21SCHWAB PRIME ADVANTAGE MONEY INVESTOR8085156051,941,594$1.9M1.18%
22SPDR S&P 500 ETFSPY2,846$1.9M1.18%
23AB LARGE CAP GROWTH ADVISOR01877C40817,147$1.9M1.18%
24ABBVIE INCABBV7,804$1.8M1.09%
25EXELON CORPEXC40,332$1.8M1.07%
26JPMORGAN CHASE & COVYLD5,152$1.7M1.01%
27ELI LILLY AND COLLY1,532$1.6M1.00%
28BLACKROCK UNCONSTRAINED EQUITY INSTLBLK103,044$1.6M0.99%
29VIRTUS KAR MIDCAP GROWTH I92828N73437,587$1.6M0.96%
30PEPSICO INCPEP10,473$1.5M0.92%
31SONOCO PRODS CO83549510234,097$1.5M0.91%
32T ROWE PRICE CPTL APRCTNEQT ETF87283Q86738,373$1.5M0.89%
33VANGUARD INTERNATNL HGH DIV YLD ETF92194679415,740$1.4M0.86%
34INVSC QQQ TRUST SRS 1 ETFIVZ2,218$1.4M0.83%
35T ROWE PRICE BLUE CHIP GROWTH I77954Q4035,482$1.2M0.71%
36ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 05 ORD SHSAZN12,472$1.1M0.70%
37REPUBLIC BANCORP INC KY CLASS ARBCAA15,979$1.1M0.67%
38CHEVRON CORP NEWCVX7,180$1.1M0.67%
39APPLE INCAAPL3,678$999,9010.61%
40AMAZONCOM INCAMZN4,288$989,7560.60%
41MICROSOFT CORPMSFT2,013$973,6190.59%
42FULLERTHALER BEHAVIORAL SMCP EQ INST14064D86519,341$969,3870.59%
43UNION PAC CORPUNP4,149$959,7470.59%
44VANGUARD HIGH DIVIDEND YIELD ETF9219464066,526$936,5990.57%
45US TREASU NT 48750526UST NOTE DUE 053126UNTCW926,000$930,7380.57%
46ENBRIDGE INC FENNPF19,128$914,8920.56%
47AMAZONCOM INCAMZN3,790$874,8080.53%
48HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHSHBCYF11,098$873,0800.53%
49ALPHABET INC CLASS CLASS AGOOG2,746$859,4160.52%
50DIAMONDBACK ENERGY INCFANG5,646$848,7630.52%
51HOOD RIVER SMALLCAP GROWTH INSTL56170L2089,571$846,9710.52%
52FIDELITY GROWTH COMPANY FUND31620010416,146$772,1140.47%
53FIDELITY SELECT SEMICONDUCTORS31639086317,471$755,4360.46%
54TESLA INCTSLA1,588$714,1550.44%
55PIMCO INCOME INSTL72201F49064,440$708,1920.43%
56THE COCACOLA COKO9,884$690,9900.42%
57US TREASUR NT 40226UST NOTE DUE 021526UNTCW644,000$644,0250.39%
58JPMORGAN CHASE & COVYLD1,980$638,1340.39%
59TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS8740391002,025$615,3770.38%
60WALMART INCWMT5,455$607,7420.37%
61US TREASU NT 46250226UST NOTE DUE 022826UNTCW605,000$605,7800.37%
62US TREASU NT 41251026UST NOTE DUE 10312691282CLS8581,000$583,4280.36%
63FIDELITY OTC31638910524,020$583,2040.36%
64MICROSOFT CORPMSFT1,185$573,0730.35%
65GE HEALTHCARE TECHNOLOGIGEHC6,909$566,6760.35%
66NVIDIA CORPNVDA2,988$557,2180.34%
67META PLATFORMS INC CLASS AMETA831$548,5350.33%
68SCHWAB TREASURY OBLIG MONEY INV808515621539,331$539,3310.33%
69DODGE & COX GLOBAL STOCK I25620620232,804$518,6340.32%
70FIDELITY BLUE CHIP GROWTH3163893031,936$516,9120.32%
71FEDERATED HERMES MDT MID CAP GROWTH ISFHI7,781$506,6310.31%
72PROCTER & GAMBLE CO7427181093,448$494,1610.30%
73AT&T INCT-PC19,371$481,1740.29%
74FIDELITY CAPITAL & INCOME31606210843,530$472,7330.29%
75JANUS HENDERSON ENTERPRISE I47103C7953,262$466,0410.28%
76OMEGA HEALTHCARE INVS INREIT68193610010,283$455,9480.28%
77BARON FOCUSED GROWTH INSTITUTIONAL06828M5047,446$450,2580.27%
78VISA INC CLASS CLASS AV1,265$443,7050.27%
79STATE SRT SPDR PRTFL HGHYLD BND ETF78468R60618,506$438,0370.27%
80MEDTRONIC PLC FMDT4,558$437,8410.27%
81EVENTIDE GILEAD IEVEX-WT7,526$428,6050.26%
82PFIZER INCPFE16,953$422,1300.26%
83PIMCO LOW DURATION INCOME INSTL72200517049,298$409,6640.25%
84SCHWAB FUNDAMENTAL US LARGE COMPANY IDX80850944211,638$373,2310.23%
85PEPSICO INCPEP2,519$361,5250.22%
86ARTISAN GLOBAL OPPORTUNITIES INSTL04314H78210,330$358,2530.22%
87INVESCO ROCHESTER MUNICIPAL OPPS YIVZ52,616$346,2160.21%
88PARNASSUS VALUE EQUITY INSTITUTIONAL7017654066,180$344,8830.21%
89CALVERT US LARGE CAP CORE RSPNB IDX I1315827516,103$341,8660.21%
90CALVERT US LARGE CAP CORE RSPNB IDX I1315827515,984$335,2490.20%
91AMERICAN FUNDS AMERICAN HIGHINC F202654782833,666$333,9640.20%
92US TREASU NT 11251026UST NOTE DUE 10312691282CDG3339,000$332,1930.20%
93US TREASUR NT 050226UST NOTE DUE 02282691282CBQ3333,000$331,2570.20%
94HOME DEPOT INCHD956$328,8740.20%
95WALMART INCWMT2,950$328,6130.20%
96VANGUARD GROWTH ETF922908736660$321,9880.20%
97IBM CORPINTR1,048$310,4280.19%
98T ROWE PRICE CPTL APRCTNEQT ETF87283Q8677,950$303,8360.19%
99COLUMBIA DIVIDEND INCOME INST219766M8577,993$295,8970.18%
100US TREASUR NT 150826UST NOTE DUE 0815269128282A7288,000$284,3210.17%
101JOHNSON & JOHNSONJNJ1,371$283,7390.17%
102HOME DEPOT INCHD824$283,5380.17%
103ABBVIE INCABBV1,234$281,9890.17%
104T ROWE PRICE ALLCAP OPPORTUNITIESI7795573053,487$275,3590.17%
105UNITED PARCEL SVC INC CLASS CLASS BUPS2,755$273,2680.17%
106FEDERATED HERMES MDT BALANCED ISFHI12,159$271,0210.17%
107VERIZON COMMUNICATIONS IVZ6,648$270,7630.17%
108GUINNESS ATKINSON GLOBAL INNTRS INSTL4020318844,511$265,9930.16%
109SCHWAB US DIVIDEND EQUITY ETF8085247979,619$263,8400.16%
110NORFOLK SOUTHN CORP655844108900$259,8480.16%
111ENTERPRISE PRODS PART LP2937921078,082$259,0960.16%
112US TREASURY BILL26U S T BILL DUE 050726912797SP3262,000$258,7930.16%
113MERCK & CO INCMRK2,448$257,6760.16%
114CHARLES SCHWAB CORPSCHW-PJ2,558$255,5910.16%
115SCHWAB TREASURY OBLIG MONEY INV808515621252,970$252,9700.15%
116US TREASU NT 43750826UST NOTE DUE 08152691282CHU8250,000$251,1720.15%
117FIRSTENERGY CORPFE5,589$250,2200.15%
118US TREASUR NT 3750426UST NOTE DUE 04152691282CGV7250,000$250,1170.15%
119MIZRAHI TEFAHOT B 3926CD FDIC INS DUE 031626US60685BVE8250,000$250,0440.15%
120DODGE & COX STOCK I25621910615,062$249,8800.15%
121US TREASURY BILL26U S T BILL DUE 012726912797SH1250,000$249,3850.15%
122US TREASURY BILL26U S T BILL DUE 021926UNTCW250,000$248,8130.15%
123US TREASURY BILL26U S T BILL DUE 030526UNTCW250,000$248,4740.15%
124MASTERCARD INC CLASS CLASS AMA435$248,3300.15%
125US TREASURY BILL26U S T BILL DUE 031926912797PV3250,000$248,1370.15%
126US TREASUR NT 0750526UST NOTE DUE 05312691282CCF6250,000$247,0210.15%
127AFLAC INCAFL2,235$246,4420.15%
128INVESCO S&P 500 QUALITY ETFIVZ3,237$242,9640.15%
129FULLERTHALER BEHAVIORAL SMCP EQ INV14064D8814,866$241,8990.15%
130SCHWAB NY MUNICIPAL MONEY INV808508303241,395$241,3950.15%
131FIDELITY HIGH DIVIDEND ETF3160928404,193$237,7280.15%
132NEEDHAM AGGRESSIVE GROWTH INSTITUTIONAL63983V5063,911$237,6850.14%
133ARISTA NETWORKS INCANET1,754$229,8270.14%
134CHURCHILL DOWNS INCCHDN2,010$228,6980.14%
135THORNBURG INVESTMENT INCOME BUILDER I8852154676,775$224,8590.14%
136JANUS HENDERSON GLOBAL RESEARCH I47103C2901,807$224,7840.14%
137DODGE & COX STOCK I25621910613,316$220,9100.13%
138BLACKSTONE INCBX1,428$220,1040.13%
139AMERICAN CENTURY US QLT GRWT ETF0250723071,915$219,3130.13%
140ELI LILLY AND COLLY204$218,9170.13%
141SPDR S&P 500 ETFSPY315$214,9950.13%
142GLOBAL X US INFRA DVLPMNT ETF37954Y6734,436$211,9780.13%
143GLOBAL SHIP LEASE INC FCLASS CLASS AGSL-PB5,993$210,0000.13%
144IBM CORPINTR705$208,7320.13%
145T ROWE PRICE US EQUITY RESEARCH I87282F1023,051$205,5900.13%
146NVIDIA CORPNVDA1,083$201,9800.12%
147M&T BK CORP55261F104993$200,0700.12%
148ISHARES RUSSELL TOP 200 GROWTH ETF464289438716$198,4120.12%
149SCHWAB PRIME ADVANTAGE MONEY INVESTOR808515605197,991$197,9910.12%
150AIR PRODS & CHEMS INCAIIR794$196,1340.12%
151VIRTUS KAR SMALL MID CAP CORE I92828N19710,130$196,0150.12%
152PIMCO MULTISECTOR BOND ACTV ETF IV72201R5857,230$192,8990.12%
153MERCK & CO INCMRK1,808$190,2770.12%
154SLB LIMITED FSLB4,940$189,5970.12%
155FRANKLIN US MD CP MULTIFCT INDEX ETFFGDL3,345$188,1990.11%
156CATERPILLAR INCCAT326$186,7560.11%
157NEXTERA ENERGY INCNEE-PW2,315$185,8480.11%
158T ROWE PRICE INTEGRATED GLOBAL EQ I7799174008,655$183,7400.11%
159VANECK MORNINGSTAR WIDE MOAT ETF92189F6431,765$182,7830.11%
160MAIN STR CAP CORP56035L1043,018$182,2480.11%
161CHEVRON CORP NEWCVX1,191$181,5480.11%
162WISDOMTREE INTER HDG QLYDIV GRT ETFWT3,704$180,2380.11%
163INVESCO LARGE CAP GROWTHETFIVZ1,410$179,2250.11%
164PALO ALTO NETWORKS INCPANW971$178,8580.11%
165FIDELITY CONTRAFUND3160711097,312$177,6760.11%
166VANGUARD 500 INDEX ADMIRAL922908710281$177,4570.11%
167AMERIPRISE FINL INC03076C106358$175,5800.11%
168FIDELITY TOTAL BOND ETF3161883093,788$174,3770.11%
169ALGER FOCUS EQUITY Z0155707731,559$167,3110.10%
170VANGUARD VALUE ETF922908744875$167,1160.10%
171BLACKSTONE SECD LENDINGBX6,343$167,0230.10%
172FIDELITY GROWTH DISCOVERY31617F2052,375$165,8230.10%
173ISHARES SILVER TRUST ETFSLV2,563$165,1080.10%
174AB LARGE CAP GROWTH ADVISOR01877C4081,456$164,4280.10%
175DUKE ENERGY CORP NEWDUKB1,403$164,4020.10%
176PFIZER INCPFE6,455$160,7400.10%
177RTX CORPRTX875$160,4760.10%
178WALMART INCWMT1,414$157,5630.10%
179CONESTOGA SMALL CAP INSTITUTIONAL2070197042,329$156,6740.10%
180CROWDSTRIKE HLDGS INC CLASS ACRWD333$156,0970.10%
181ADVANCED MICRO DEVICAMD725$155,2660.09%
182THERMO FISHER SCIENTIFICTMO265$153,6600.09%
183CUMMINS INCCMI300$153,1350.09%
184SPDR GOLD SHARES ETFGLD386$152,9760.09%
185PACER US CASH COWS 100 ETF69374H8812,535$152,5020.09%
186SOUTHSTATE BANK, 38526CD FDIC INS DUE 022626USSSB150,000$150,0080.09%
187PEOPLESBANK 3926CD FDIC INS DUE 010526US710465PD1150,000$150,0020.09%
188ALPHABET INC CLASS CLASS CGOOG470$147,5520.09%
189ISHARES RUSSELL TOP 200 GROWTH ETF464289438530$146,7780.09%
190AMERICAN FUNDS GROWTH FUND OF AMER F33998747751,819$146,3560.09%
191RYDEX TECHNOLOGY A78355E239633$145,5960.09%
192US TREASURY BILL26U S T BILL DUE 030326912797ST5145,000$144,1400.09%
193ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 05 ORD SHSAZN1,556$143,0570.09%
194ISHARES MORN SMALL CAP GROWTH ETF4642886042,568$142,4210.09%
195COMCAST CORP NEW TRADES WITH DUE BILLSCCZ4,698$140,4080.09%
196VANGUARD MID CAP ETF922908629480$139,3720.09%
197JHANCOCK SMALL CAP CORE I47803P5678,615$138,9560.08%
198T ROWE PRICE ALLCAP OPPORTUNITIESI7795573051,754$138,5200.08%
199ADOBE INCADBE395$138,2460.08%
200STAT STRET SPDR RSL 1000YLD ETF IV78468R7701,210$137,3760.08%
201VERTIV HLDGS CO CLASS CLASS AVRT837$135,6020.08%
202WELLS FARGO BANK 37526CD FDIC INS DUE 093026US949764SF2135,000$134,9750.08%
203SOUTHERN COPPER CORPSCCO936$134,3260.08%
204VANGUARD DIVIDEND GROWTH FUND INV9219086044,079$133,9850.08%
205FIDELITY ADVISOR NEW INSIGHTS Z3160718692,716$133,5090.08%
206PGIM ULTRA SHORT BOND ETF69344A1072,682$133,0000.08%
207KROGER COKR2,127$132,9110.08%
208BANK OF AMERICA CORP0605051042,401$132,0280.08%
209WASTE MGMT INC DEL94106L109600$131,8260.08%
210SPDR S&P 500 ETFSPY193$131,6110.08%
211VANGUARD FTSE ALL WORLD EX US ETF9220427751,772$130,3500.08%
212COSTCO WHSL CORP NEW22160K105151$130,2130.08%
213FIDELITY LOWPRICED STOCK3163453053,141$129,4880.08%
214PNC FINL SERVICES693475105619$129,1090.08%
215EATON VANCE NATIONAL MUNICIPAL INCOME IETN14,147$128,7390.08%
216ENTERPRISE PRODS PART LP2937921073,964$127,0700.08%
217FEDERATED HERMES STRATEGIC VALUE DIV ISFHI19,705$125,9180.08%
218CHEVRON CORP NEWCVX824$125,5960.08%
219META PLATFORMS INC CLASS AMETA189$124,5680.08%
220ISHARES RUSSELL TOP 200 GROWTH ETF464289438449$124,3460.08%
221T ROWE PRICE CAPITAL APPRECIATION I77954M3033,465$123,8050.08%
222VANGUARD SHORT TERM COR BD ETF92206C4091,551$123,6750.08%
223NUVEEN HIGH YIELD MUNICIPAL BOND INU8,428$120,5190.07%
224NXP SEMICONDUCTORS N V FNXPI550$119,3830.07%
225VANGUARD SMALL CAP ETF922908751461$118,8330.07%
226US TREASURY BILL26U S T BILL DUE 012926912797RK5117,000$116,6890.07%
227T ROWE PRICE DIVIDEND GROWTH I7795463081,425$116,1750.07%
228FIDELITY FREEDOM 20153157926719,583$116,1410.07%
229INNOVATOR US EQY POWER BUFFER ETFINHD2,648$115,7660.07%
230GE AEROSPACE369604301375$115,5110.07%
231LOCKHEED MARTIN CORPLMT237$114,4280.07%
232ISHARES MORNINGSTAR GROWTH ETF4642871191,075$111,8430.07%
233MFS INTERNATIONAL INTRINSIC VALUE I55273E8222,334$111,5670.07%
234VANGUARD MEGA CAP INDEX INSTITUTIONAL921910857224$111,0130.07%
235CISCO SYS INCCSCO1,438$110,7430.07%
236JOHNSON & JOHNSONJNJ528$109,3110.07%
237BERKSHIRE HATHAWAY CLASS CLASS BBRK-A216$108,5720.07%
238AMERICAN CENTURY EQUITY GROWTH I02507M8083,039$108,4830.07%
239FIDELITY BALANCED3163452063,370$108,2690.07%
240EXXON MOBIL CORPXOM899$108,1970.07%
241FIDELITY NASDAQ COMPOSITE INDEX315912709367$108,1870.07%
242AMERICAN FUNDS AMERICAN BALANCED F20240718212,851$106,7610.07%
243LAM RESH CORPLRCX623$106,6780.07%
244AMERICAN TOWER CORP NEW REIT03027X100604$105,9790.06%
245QUALCOMM INCQCOM618$105,7320.06%
246JPMORGAN CHASE & COVYLD327$105,5030.06%
247INNOVATOR US EQY POWER BUFFER ETFINHD2,500$104,4500.06%
248INVESCO S AND P MIDCAP QUALTY ETFIVZ1,018$104,2680.06%
249ABRDN PHYSICAL GOLD SHARES ETF00326A1042,536$104,1790.06%
250PRINCIPAL MIDCAP INSTITUTIONAL74253Q7472,422$103,6720.06%
251US TREASURY BILL26U S T BILL DUE 032626912797SC2104,000$103,1560.06%
252T ROWE PRICE CREDIT OPPORTUNITIES I87279J30712,765$102,8830.06%
253ISHARES CORE S&P 500 ETF464287200150$102,7410.06%
254STATE STREET SPDR GLOBALDOW ETF78464A706614$102,4120.06%
255FIRST SOLAR INCFSLR392$102,4020.06%
256JPMORGAN CHASE BA 3926CD FDIC INS DUE 122826USVYLD100,000$100,0960.06%
257WELLS FARGO BANK 42526CD FDIC INS DUE 031126US949764QN7100,000$100,0610.06%
258NEEDHAM BANK 3926CD FDIC INS DUE 012826US63983REW5100,000$100,0070.06%
259JPMORGAN CHASE BA 4427CALLED 100 EFF 01062026VYLD100,000$100,0070.06%
260ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF93$99,8070.06%
261VERTEX PHARMACEUTICALS IVRTX220$99,7390.06%
262US TREASUR NT 0750326UST NOTE DUE 033126UNTCW100,000$99,3160.06%
263BARRICK MNG CORP F06849F1082,280$99,2940.06%
264AKAMAI TECHNOLOGIES INCAKAM1,137$99,2030.06%
265UNITEDHEALTH GROUP INCUNH300$99,0430.06%
266BNY MELLON APPRECIATION I05589Q3082,791$97,7280.06%
267THE COCACOLA COKO1,391$97,2680.06%
268KENTUCKY BD CORP FI 228FINL AUTH DUE 020128BEKE100,000$96,6340.06%
269IBM CORPINTR326$96,5260.06%
270DEERE & CODE206$95,8270.06%
271STATE SRT SPDR PRTFL HGHYLD BND ETF78468R6064,048$95,8070.06%
272AMERICAN FUNDS WASHINGTON MUTUAL F39393307751,469$95,6630.06%
273WELLS FARGO BANK, 4326CD FDIC INS DUE 060926US949764RF395,000$95,1970.06%
274ALGER CAPITAL APPRECIATION INSTL I0155704011,732$93,7380.06%
275NUVEEN ESG LARGE CAP GROWTH ETFNU953$93,1980.06%
276MFS GROWTH I552985863471$92,6250.06%
277BOYLE CNTY KY EDL 4553PRIV EDUC DUE 060153OID XTRO10346PAW6100,000$91,4780.06%
278FIDELITY ADVISOR GROWTH & INCOME Z31638A8701,339$91,3330.06%
279SCHWAB MUNICIPAL MONEY INV80850810590,506$90,5060.06%
280NUVEEN MUNI HIGH INC OPPNU8,862$90,3040.06%
281VANGUARD TOTAL STOCK MARKET ETF922908769269$90,1940.06%
282EATON VANCE HIGHYIELD MUNICIPAL INC IETN11,190$90,1910.06%
283BANK OF AMERICA, 4126CD FDIC INS DUE 011526US06051XNJ790,000$90,0060.05%
284CITIGROUP INCC-PR770$89,9060.05%
285FIDELITY NASDAQ COMPOSITE INDX ETF315912808981$89,6860.05%
286HUMANA INCHUM350$89,6460.05%
287BOYLE CNTY KY ED 42546PRIV EDUC DUE 060146OID XTRO10346PAU0100,000$89,1420.05%
288WESTERN UN COWU9,564$89,0410.05%
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290SMEAD VALUE INVESTOR83178C8811,080$88,2420.05%
291SCHWAB US DIVIDEND EQUITY ETF8085247973,210$88,0500.05%
292ENBRIDGE INC FENNPF1,826$87,3540.05%
293FMI COMMON STOCK INSTITUTIONAL3029336012,614$87,3500.05%
294MPLX LP LPMPLXP1,632$87,1040.05%
295ABBOTT LABSABLZF695$87,0320.05%
296ENERGY TRANSFER L P LPET-PI5,270$86,8960.05%
297WASTE MGMT INC DEL94106L109395$86,7090.05%
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299FIRST SOLAR INCFSLR329$85,9450.05%
300UNITED BANCSHARES INC OHUNTCW1,942$85,4670.05%
301DUKE ENERGY CORP NEWDUKB727$85,1900.05%
302SPROTT PHYSICAL SILVER ESII3,600$85,1400.05%
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306BLACKROCK UNCONSTRAINED EQUITY INSTLBLK5,369$84,2910.05%
307VANGUARD EQUITYINCOME ADM921921300905$84,1290.05%
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309FIRST MAJESTIC SILVER FAG4,967$82,7500.05%
310INVESCO NASDAQ 100 ETFIVZ326$82,4520.05%
311ADVANCED MICRO DEVICAMD382$81,8090.05%
312NEWMONT CORPNEMCL818$81,6760.05%
313ECHOSTAR CORP CLASS ASATS750$81,5250.05%
314PUBLIC STORAGE REITPSA-PS314$81,4830.05%
315DNP SELECT INCOME CF23325P1048,089$80,8040.05%
316HECLA MNG CO4227041064,191$80,4250.05%
317ALTRIA GROUP INCMO1,391$80,2050.05%
318ORACLE CORPORCL-PD411$80,1830.05%
319US TREASURY BILL26U S T BILL DUE 041626UNTCW80,000$79,1840.05%
320COLUMBIA CONTRARIAN CORE INST219766M6001,968$78,5720.05%
321TARGA RES CORPTRGP423$77,9950.05%
322INVESCO ROCHESTER MUNICIPAL OPPS YIVZ11,848$77,9580.05%
323US TREASUR NT 250226UST NOTE DUE 0228269128286F278,000$77,8390.05%
324WELLTOWER INC REITWELL419$77,7320.05%
325VANGUARD STRATEGIC EQUITY INV9220381042,072$77,7220.05%
326SCHWAB PRIME ADVANTAGE MONEY ULTRA80851569677,393$77,3930.05%
327VANGUARD WELLINGTON INV9219351021,725$77,1090.05%
328VERTIV HLDGS CO CLASS CLASS AVRT475$76,9550.05%
329NETFLIX INCNFLX820$76,8830.05%
330UNION PAC CORPUNP331$76,4910.05%
331AMERICAN EXPRESS COAXP204$75,6170.05%
332GE VERNOVA INCGEV115$75,2740.05%
333THERMO FISHER SCIENTIFICTMO130$75,1950.05%
334THE BANK OF NEW 37526CD FDIC INS DUE 121726US06405VKQ175,000$75,0280.05%
335GOLDMAN SACHS BAN 4226CD FDIC INS DUE 021126USNVGLF75,000$75,0220.05%
336TOUCHSTONE BALANCED Y89154Q3152,510$74,9350.05%
337EXXON MOBIL CORPXOM615$74,0430.05%
338FIRST TR NAS 100 SELECT EQ WEIGH ETF337344105520$73,9070.05%
339BARON GROWTH INSTL0682787041,075$73,6020.04%
340WESTERN ASSET INTERMEDIATE BOND IS9576636107,270$72,0490.04%
341AERCAP HOLDINGS N V FAER500$71,8800.04%
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343SEAGATE TECHNOLOGY H FSE260$71,7050.04%
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345CAPITAL ONE FINL CORP14040H105293$71,0110.04%
346SHERWINWILLIAMS COSHW217$70,3150.04%
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349GENERAL MILLS INC3703341041,499$69,7040.04%
350PIMCO STOCKSPLUS INTL (USDHEDGED) INST72200Q3807,364$69,0780.04%
351AMERICAN FUNDS AMERICAN MUTUAL F30276817741,147$68,2010.04%
352INVESCO NASDAQ 100 ETFIVZ269$67,9160.04%
353TEXAS INSTRS INC882508104385$66,7830.04%
354SABINE RTY TR ROYALTY TRUST785688102974$66,7690.04%
355VANGUARD LARGE CAP ETF922908637208$65,4780.04%
356AMERICAN TOWER CORP NEW REIT03027X100372$65,3120.04%
357BLACKROCK INC NEWBLK61$65,2300.04%
358T ROWE PRICE US LARGECAP CORE I74149R3051,514$65,0700.04%
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362AMERICAN FUNDS CAPITAL WORLD GR&INC F3140543117904$64,5670.04%
363PHILIP MORRIS INTL INC718172109402$64,5530.04%
364ARISTA NETWORKS INCANET492$64,4670.04%
365CONSOLIDATED EDISON INCED647$64,2580.04%
366BLACKROCK ENHANCED LARGEBLK2,740$64,0340.04%
367TAPESTRY INCTPR500$63,8850.04%
368PROCTER & GAMBLE CO742718109445$63,7550.04%
369FIDELITY TOTAL BOND ETF3161883091,375$63,3050.04%
370NORFOLK SOUTHN CORP655844108219$63,2300.04%
371JANUS HENDERSON RESEARCH I471023283702$62,9620.04%
372US TREASU NT 03750126UST NOTE DUE 013126UNTCW63,000$62,8180.04%
373ALTRIA GROUP INCMO1,084$62,4890.04%
374COMCAST CORP NEW TRADES WITH DUE BILLSCCZ2,089$62,4400.04%
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376NUVEEN BOND INDEX R6NU6,369$62,3540.04%
377FIDELITY PURITAN3163451072,381$62,0130.04%
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379MCDONALDS CORPMCD202$61,7000.04%
380MORGAN STANL 6375 PFDPFD SER IMS-PQ2,452$61,2880.04%
381KINROSS GOLD CORP FKGCRF2,165$60,9660.04%
382TCW CONCENTRATED LARGE CAP GROWTH I CLSYY2,034$60,9650.04%
383VENTAS INC REITVTR787$60,8980.04%
384INVESCO EQV INTERNATIONAL EQUITY YIVZ2,881$60,6820.04%
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386GE VERNOVA INCGEV92$60,1280.04%
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390SANOFI FSPONSORED ADR 1 ADR REPS 05 ORD SHSSNYNF1,220$59,1430.04%
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393PIMCO MUNICIPAL INCOME I72200W1067,790$58,7370.04%
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395PIMCO INCOME INSTL72201F4905,317$58,4340.04%
396LOUISIANAPAC CORPLPX720$58,1750.04%
397NETFLIX INCNFLX620$58,1310.04%
398FRANKLIN MUTUAL GLOBAL DISCOVERY Z6283804041,805$57,9120.04%
399LORD ABBETT GLOBAL EQUITY I54400A6212,839$57,1260.03%
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401RYDEX BIOTECHNOLOGY INV783554827758$56,7210.03%
402EATON VANCE GREATER INDIA IETN1,543$56,6460.03%
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405UNITED PARCEL SVC INC CLASS CLASS BUPS561$55,6460.03%
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407JOHN HANCOCK TAX ADVANTA41013V1002,342$55,4120.03%
408COHEN & STEERS CLOSED EN19248P1064,160$54,9120.03%
409O REILLY AUTOMOTIVE INC67103H107600$54,7260.03%
410HENNESSY GAS UTILITY INSTITUTIONAL42588P7592,071$54,6650.03%
411BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS110448107964$54,5820.03%
412PROFUNDS BIOTECHNOLOGY ULTRASECTOR INV743185480813$54,5470.03%
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414GOLDMAN SACHS HIGH YIELD MUNI INSTLNVGLF5,970$54,0910.03%
415PARNASSUS CORE EQUITY INSTITUTIONAL701769408960$53,9050.03%
416LOCKHEED MARTIN CORPLMT111$53,6870.03%
417AGNICO EAGLE MINES LTD FAEM314$53,2320.03%
418MARVELL TECHNOLOGY INCMRVL626$53,1970.03%
419CONSTELLATION ENERGY CORCEG150$53,0870.03%
420MIDAMER APT CMNTYS INC REIT59522J103381$52,9530.03%
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422HYCROFT MNG HLDG CORP CLASS AHYMCW2,183$51,8900.03%
423WILLIAMS COS INC969457100863$51,8890.03%
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425FIDELITY CONTRAFUND3160711092,129$51,7230.03%
426FIDELITY CONVERTIBLE SECURITIES3161452001,417$51,6690.03%
427AMGEN INCAMGN158$51,5810.03%
428EATON VANCE TAX ADVANTAGETN2,045$51,4930.03%
429GLOBAL X US INFRA DVLPMNT ETF37954Y6731,074$51,3060.03%
430T ROWE PRICE BLUE CHIP GROWTH I77954Q403242$51,2950.03%
431ISHARES RUSSELL MID CAP ETF464287499532$51,2160.03%
432SOUTHERN COSOMN586$51,1270.03%
433PGIM JENNISON SMALL COMPANY Z74441N4082,031$50,8690.03%
434PALO ALTO NETWORKS INCPANW276$50,8390.03%
435CLOROX COCLX501$50,5160.03%
436FIDELITY BLUE CHIP GROWTH ETF316092352918$50,3480.03%
437COHEN AND STEERS INFRAST19248A1092,086$50,2930.03%
438ELEVANCE HEALTH INCELV143$50,2460.03%
439JPMORGAN SMALL MID CP ENH EQT ETF46641Q118780$50,2160.03%
440SAFRA NTNL BANK OF 426CD FDIC INS DUE 082126US78658RRQ650,000$50,0680.03%
441WELLS FARGO BANK 41526CD FDIC INS DUE 052726US949764RB250,000$50,0630.03%
442GOLDMAN SACHS BA 39526CD FDIC INS DUE 082626USNVGLF50,000$50,0540.03%
443WELLS FARGO BANK 38526CD FDIC INS DUE 062226US949764SD750,000$50,0220.03%
444WELLS FARGO BANK, 3826CD FDIC INS DUE 100126US949764TG950,000$50,0220.03%
445BAIRD SHORTTERM BOND INST0570714095,223$49,9820.03%
446GEORGE PUTNAM BALANCED Y37252M6031,817$49,2590.03%
447NEOS NASDAQ 100 HDGD EQTINCM ETF78433H576902$48,9680.03%
448JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332855$48,9400.03%
449US TREASURY BILL26U S T BILL DUE 021026912797SQ149,000$48,8120.03%
450TOTALENERGIES FTTE745$48,7600.03%
451VANGUARD MEGA CAP ETF921910873193$48,4770.03%
452VANGUARD SMALL CAP ETF922908751185$47,7210.03%
453PACER US CASH COWS 100 ETF69374H881782$47,0530.03%
454HARBOR CAPITAL APPRECIATION INSTL411511504401$46,7090.03%
455TOUCHSTONE FOCUSED INSTL89154X211552$46,6250.03%
456ST STRT SPDR PRTL S&P 500 GRW ETF IV78464A409432$46,0940.03%
457LOWES COS INC548661107190$45,8200.03%
458VANGUARD WINDSOR II INV922018205973$45,7290.03%
459INTERNTNL SEAWAYS IN FINSW940$45,6370.03%
460VANGUARD STRATEGIC EQUITY INV9220381041,217$45,6340.03%
461MARATHON PETE CORPMARA281$45,6220.03%
462QUALCOMM INCQCOM266$45,4990.03%
463BOYLE CNTY KY ED 52549PRIV EDUC DUE 060149XTRO10346PAV845,000$45,4100.03%
464PRSHRS S&P MDCP 400 DVD ARSTCRTS ETF74347B680535$45,0580.03%
465BANK OF AMERICA, 4126CD FDIC INS DUE 051326US06051XZY145,000$45,0460.03%
466JANUS HENDERSON BALANCED I47103C704931$44,9540.03%
467VENTAS INC REITVTR577$44,6580.03%
468VANGUARD INTERNATNL HGH DIV YLD ETF921946794495$44,5500.03%
469FRANKLIN INCOME ADV35349684718,033$44,5430.03%
470CONSTELLATION ENERGY CORCEG126$44,5120.03%
471AVANTIS US SMALL CAP VALUE ETF025072877436$44,4560.03%
472LORD ABBETT SHORT DURATION INCOME I54391668811,377$44,2580.03%
473TCW RELATIVE VALUE LARGE CAP I87234N3852,941$44,2100.03%
474MFS CORE EQUITY I552983686809$44,1670.03%
475VANECK SEMICONDUCTOR ETF92189F676122$43,9360.03%
476COMPANHIA DE SANEAMENT FSPONSORED ADR 1 ADR REPS 1 ORD SHSSBS1,841$43,9180.03%
477PACER GLOBAL CASH COWS DIVIDN ETF69374H7091,065$43,8990.03%
478HERCULES CAP INCHCXY2,323$43,7110.03%
479LOOMIS SAYLES INVESTMENT GRADE BOND Y5434871364,407$43,6290.03%
480WARNER BROS DISCOVERY INTENDER OFFER EXP 012126WBD1,500$43,2300.03%
481T ROWE PRICE SCIENCE & TECH I87282N105747$43,1490.03%
482FIDELITY ADVISOR MID CAP II Z3158052181,744$43,0520.03%
483HARTFORD MIDCAP I41664M8701,993$42,9770.03%
484AMERICAN FUNDS GROWTH FUND OF AMER F2399874825534$42,8030.03%
485BLACK STONE MINERALS LPBSMLP3,210$42,6610.03%
486ALTRIA GROUP INCMO739$42,6110.03%
487CORNING INCGLW485$42,4670.03%
488DARDEN RESTAURANTS INCDRI230$42,3250.03%
489INVESCO MAIN STREET ALL CAP YIVZ1,332$42,0870.03%
490AMERICAN FUNDS GLOBAL BALANCED F302629W7751,044$42,0480.03%
491PIMCO CORPORATE OPPORTUNPTY3,256$42,0020.03%
492MORGAN STANLEYMS-PQ237$41,9920.03%
493GARMIN LTD FGRMN206$41,7870.03%
494ARBOR RLTY TR INC REITABR-PF5,380$41,7490.03%
495AMERICAN FUNDS AMERICAN BALANCED F30240717711,112$41,6610.03%
496NUVEEN MULTI ASSET INCOM6707501083,187$41,5580.03%
497INVESCO VALUE MUNICIPALIVZ3,363$41,4320.03%
498DC 67540TOB AUTH DUE 051540OID XTRO254842AK340,000$41,2530.03%
499HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHSHBCYF523$41,1090.03%
500KINDER MORGAN INC DELEP-PC1,495$41,0960.03%