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CIK 0001115055 • 3 13F filings • Apr 28, 2025 – Oct 28, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $1.1M | 0.0%Prev: 0.0% | 7,222 SH | Decreased-5,816 SH |
| ABBOTT LABS | COM | $16.4M | 0.4%Prev: 0.3% | 122,698 SH | Increased+21,301 SH |
| ABBVIE INC | COM | $42.0M | 1.0%Prev: 0.7% | 181,236 SH | Increased+9,680 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $1.3M | 0.0%Prev: 0.0% | 5,460 SH | Decreased-535 SH |
| ADOBE INC | COM | $560K | 0.0%Prev: 0.0% | 1,588 SH | Decreased+124 SH |
| ADVANCED MICRO DEVICES INC | COM | $1.2M | 0.0%Prev: 0.0% | 7,407 SH | Increased+909 SH |
| AFLAC INC | COM | $2.4M | 0.1%Prev: 0.1% | 21,451 SH | Decreased-5,834 SH |
| AIR PRODS & CHEMS INC | COM | $2.5M | 0.1%Prev: 0.1% | 9,167 SH | Decreased-399 SH |
| ALAMOS GOLD INC NEW | COM CL A | $365K | 0.0%Prev: 0.0% | 10,475 SH | Increased-269 SH |
| ALEXANDRIA REAL ESTATE EQ IN | COM | $462K | 0.0%Prev: 0.0% | 5,544 SH | Increased+74 SH |
| ALLIANT ENERGY CORP | COM | $588K | 0.0%Prev: 0.0% | 8,719 SH | Increased+649 SH |
| ALLSTATE CORP | COM | $2.9M | 0.1%Prev: 0.1% | 13,307 SH | Decreased-1,746 SH |
| ALPHABET INC | CAP STK CL A | $65.5M | 1.6%Prev: 2.1% | 269,531 SH | Decreased-289,505 SH |
| ALPHABET INC | CAP STK CL C | $56.6M | 1.4%Prev: 1.0% | 232,202 SH | Increased-46,005 SH |
| ALTRIA GROUP INC | COM | $14.6M | 0.3%Prev: 0.3% | 221,104 SH | Increased+6,235 SH |
| AMAZON COM INC | COM | $80.2M | 1.9%Prev: 3.0% | 365,319 SH | Decreased-295,014 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $1.3M | 0.0%Prev: 0.0% | 16,903 SH | Increased+313 SH |
| AMERICAN ELEC PWR CO INC | COM | $13.4M | 0.3%Prev: 0.2% | 119,284 SH | Increased+17,018 SH |
| AMERICAN EXPRESS CO | COM | $54.0M | 1.3%Prev: 1.2% | 162,550 SH | Decreased-15,177 SH |
| AMERICAN TOWER CORP NEW | COM | $12.7M | 0.3%Prev: 0.3% | 65,961 SH | Decreased-698 SH |
| AMERIPRISE FINL INC | COM | $618K | 0.0%Prev: 0.0% | 1,259 SH | Decreased+33 SH |
| AMGEN INC | COM | $13.7M | 0.3%Prev: 0.3% | 48,399 SH | Decreased-10,351 SH |
| AMPHENOL CORP NEW | CL A | $690K | 0.0%Prev: 0.0% | 5,574 SH | Increased-1,229 SH |
| ANALOG DEVICES INC | COM | $4.8M | 0.1%Prev: 0.1% | 19,574 SH | Increased+2,815 SH |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | $306K | 0.0%Prev: 0.2% | 5,141 SH | Decreased-119,710 SH |
| AON PLC | SHS CL A | $575K | 0.0%Prev: 0.0% | 1,612 SH | Increased+9 SH |
| APOLLO GLOBAL MGMT INC | COM | $13.6M | 0.3%Prev: 0.3% | 102,053 SH | Decreased-3,655 SH |
| APPLE INC | COM | $161.5M | 3.9%Prev: 3.6% | 634,373 SH | Decreased-194,851 SH |
| APPLIED MATLS INC | COM | $644K | 0.0%Prev: 0.0% | 3,145 SH | Increased+709 SH |
| ARCHER DANIELS MIDLAND CO | COM | $325K | 0.0% | 5,435 SH | New |
| ARISTA NETWORKS INC | COM SHS | $379K | 0.0%Prev: 0.0% | 2,602 SH | Increased+615 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $10.6M | 0.3%Prev: 0.1% | 10,917 SH | Increased+2,069 SH |
| ASTRAZENECA PLC | SPONSORED ADR | $443K | 0.0%Prev: 0.0% | 5,772 SH | Increased+1,652 SH |
| AT&T INC | COM | $2.4M | 0.1%Prev: 0.1% | 85,622 SH | Decreased-3,177 SH |
| ATMOS ENERGY CORP | COM | $530K | 0.0%Prev: 0.0% | 3,105 SH | Increased+15 SH |
| AUTODESK INC | COM | $617K | 0.0%Prev: 0.0% | 1,943 SH | Increased+21 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $26.4M | 0.6%Prev: 0.6% | 89,952 SH | Decreased-671 SH |
| AUTOZONE INC | COM | $5.0M | 0.1%Prev: 0.3% | 1,172 SH | Decreased-2,433 SH |
| BANCORP INC DEL | COM | $223K | 0.0% | 2,979 SH | New |
| BANK AMERICA CORP | COM | $3.5M | 0.1%Prev: 0.4% | 67,831 SH | Decreased-347,965 SH |
| BANK MONTREAL QUE | COM | $14.3M | 0.3%Prev: 0.3% | 109,482 SH | Increased+96 SH |
| BANK NEW YORK MELLON CORP | COM | $9.6M | 0.2%Prev: 0.2% | 88,008 SH | Increased-2,417 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $38.5M | 0.9%Prev: 0.8% | 51 SH | Increased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $20.0M | 0.5%Prev: 0.5% | 39,787 SH | Decreased-13,348 SH |
| BEST BUY INC | COM | $3.4M | 0.1%Prev: 0.1% | 45,431 SH | Increased+4,240 SH |
| BLACKROCK INC | COM | $25.5M | 0.6%Prev: 0.5% | 21,875 SH | Increased+274 SH |
| BLACKSTONE INC | COM | $6.9M | 0.2%Prev: 0.1% | 40,122 SH | Increased+831 SH |
| BLUE OWL CAPITAL CORPORATION | COM | $696K | 0.0%Prev: 0.0% | 54,501 SH | Decreased |
| BOEING CO | COM | $646K | 0.0%Prev: 0.0% | 2,991 SH | Increased+596 SH |
| BOOKING HOLDINGS INC | COM | $14.5M | 0.3%Prev: 0.3% | 2,694 SH | Decreased-117 SH |
| BOSTON SCIENTIFIC CORP | COM | $5.7M | 0.1%Prev: 0.1% | 57,913 SH | Decreased-5,923 SH |
| BP PLC | SPONSORED ADR | $329K | 0.0%Prev: 0.0% | 9,535 SH | Decreased-7,830 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $2.8M | 0.1%Prev: 0.2% | 61,042 SH | Decreased-147,164 SH |
| BROADCOM INC | COM | $17.5M | 0.4%Prev: 0.3% | 53,093 SH | Increased+1,539 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $347K | 0.0%Prev: 0.0% | 5,053 SH | Decreased-4,606 SH |
| CADENCE DESIGN SYSTEM INC | COM | $406K | 0.0%Prev: 0.0% | 1,157 SH | Increased+189 SH |
| CAMBRIA ETF TR | EMRG SHAREHLDR | $521K | 0.0%Prev: 0.0% | 14,007 SH | Increased |
| CANADIAN IMPERIAL BANK OF CO | COM | $13.7M | 0.3% | 171,875 SH | New |
| CAPITAL ONE FINL CORP | COM | $910K | 0.0%Prev: 0.1% | 4,281 SH | Decreased-8,011 SH |
| CATERPILLAR INC | COM | $4.9M | 0.1%Prev: 0.1% | 10,184 SH | Decreased-5,842 SH |
| CBOE GLOBAL MKTS INC | COM | $276K | 0.0%Prev: 0.0% | 1,127 SH | Increased+3 SH |
| CELESTICA INC | COM | $376K | 0.0%Prev: 0.0% | 1,527 SH | Increased-200 SH |
| CENCORA INC | COM | $305K | 0.0%Prev: 0.0% | 975 SH | Increased+14 SH |
| CHEVRON CORP NEW | COM | $30.5M | 0.7%Prev: 0.6% | 196,480 SH | Increased-5,298 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $7.7M | 0.2%Prev: 0.2% | 195,907 SH | Decreased+414 SH |
| CHOICE HOTELS INTL INC | COM | $294K | 0.0%Prev: 0.0% | 2,754 SH | Decreased-27 SH |
| CHUBB LIMITED | COM | $7.8M | 0.2%Prev: 0.2% | 27,700 SH | Increased+1,167 SH |
| CINTAS CORP | COM | $13.0M | 0.3%Prev: 0.3% | 63,222 SH | Decreased+1,310 SH |
| CISCO SYS INC | COM | $9.5M | 0.2%Prev: 0.2% | 139,168 SH | Increased+4,245 SH |
| CITIGROUP INC | COM NEW | $5.5M | 0.1%Prev: 0.1% | 54,285 SH | Increased+6,069 SH |
| CLOROX CO DEL | COM | $708K | 0.0%Prev: 0.0% | 5,741 SH | Increased-120 SH |
| CME GROUP INC | COM | $28.9M | 0.7%Prev: 0.6% | 107,111 SH | Decreased+2,108 SH |
| COCA COLA CO | COM | $17.9M | 0.4%Prev: 0.4% | 269,869 SH | Decreased-4,924 SH |
| COINBASE GLOBAL INC | COM CL A | $988K | 0.0%Prev: 0.0% | 2,928 SH | Decreased+25 SH |
| COLGATE PALMOLIVE CO | COM | $2.2M | 0.1%Prev: 0.1% | 27,061 SH | Decreased-94 SH |
| COMCAST CORP NEW | CL A | $13.9M | 0.3%Prev: 0.4% | 443,374 SH | Decreased-57,653 SH |
| COMFORT SYS USA INC | COM | $434K | 0.0%Prev: 0.0% | 526 SH | Increased-49 SH |
| CONOCOPHILLIPS | COM | $1.3M | 0.0%Prev: 0.0% | 14,123 SH | Decreased-4,097 SH |
| CONSTELLATION BRANDS INC | CL A | $762K | 0.0%Prev: 0.0% | 5,655 SH | Decreased-956 SH |
| CONSTRUCTION PARTNERS INC | COM CL A | $287K | 0.0%Prev: 0.0% | 2,263 SH | Increased-82 SH |
| COPART INC | COM | $13.2M | 0.3%Prev: 0.3% | 292,621 SH | Decreased-42,257 SH |
| CORNING INC | COM | $7.8M | 0.2%Prev: 0.1% | 95,504 SH | Increased+14,719 SH |
| CORPAY INC | COM SHS | $8.0M | 0.2%Prev: 0.2% | 27,604 SH | Decreased-412 SH |
| CORTEVA INC | COM | $402K | 0.0%Prev: 0.0% | 5,942 SH | Decreased+21 SH |
| COSTCO WHSL CORP NEW | COM | $37.5M | 0.9%Prev: 0.9% | 40,478 SH | Decreased-4,953 SH |
| CSX CORP | COM | $941K | 0.0%Prev: 0.0% | 26,486 SH | Increased+2,899 SH |
| CUMMINS INC | COM | $220K | 0.0% | 520 SH | New |
| CURTISS WRIGHT CORP | ISSUER NAMECOM | $340K | 0.0% | 627 SH | New |
| CVS HEALTH CORP | COM | $929K | 0.0%Prev: 0.0% | 12,318 SH | Decreased-4,944 SH |
| DANAHER CORPORATION | COM | $13.0M | 0.3%Prev: 0.4% | 65,546 SH | Decreased-22,597 SH |
| DARDEN RESTAURANTS INC | COM | $229K | 0.0%Prev: 0.0% | 1,202 SH | Increased+275 SH |
| DEERE & CO | COM | $6.5M | 0.2%Prev: 0.3% | 14,142 SH | Decreased-11,850 SH |
| DELTA AIR LINES INC DEL | COM NEW | $201K | 0.0% | 3,541 SH | New |
| DEXCOM INC | COM | $2.4M | 0.1%Prev: 0.1% | 35,377 SH | Decreased-33,980 SH |
| DIAGEO PLC | SPON ADR NEW | $469K | 0.0%Prev: 0.0% | 4,910 SH | Decreased-375 SH |
| DIGITAL RLTY TR INC | COM | $1.2M | 0.0%Prev: 0.0% | 6,818 SH | Decreased-178 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $384K | 0.0%Prev: 0.0% | 8,335 SH | Increased |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $690K | 0.0%Prev: 0.0% | 17,883 SH | Increased |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $2.3M | 0.1%Prev: 0.0% | 31,688 SH | Increased |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $911K | 0.0%Prev: 0.0% | 20,396 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $616K | 0.0%Prev: 0.0% | 8,991 SH | Decreased-753 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $587K | 0.0%Prev: 0.0% | 10,079 SH | Increased |
| DISNEY WALT CO | COM | $2.8M | 0.1%Prev: 0.1% | 24,326 SH | Decreased-3,423 SH |
| DOLLAR GEN CORP NEW | COM | $347K | 0.0%Prev: 0.1% | 3,355 SH | Decreased-44,281 SH |
| DOMINION ENERGY INC | COM | $448K | 0.0%Prev: 0.0% | 7,324 SH | Decreased-1,395 SH |
| DUKE ENERGY CORP NEW | COM NEW | $8.4M | 0.2%Prev: 0.1% | 68,198 SH | Increased+18,705 SH |
| DUPONT DE NEMOURS INC | COM | $527K | 0.0%Prev: 0.0% | 6,760 SH | Increased-174 SH |
| EATON CORP PLC | SHS | $28.5M | 0.7%Prev: 0.6% | 76,182 SH | Increased-2,240 SH |
| ECOLAB INC | COM | $1.2M | 0.0%Prev: 0.0% | 4,465 SH | Increased+225 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $672K | 0.0% | 2,080 SH | New |
| ELI LILLY & CO | COM | $32.5M | 0.8%Prev: 0.7% | 42,638 SH | Increased+1,902 SH |
| EMCOR GROUP INC | COM | $203K | 0.0% | 312 SH | New |
| EMERSON ELEC CO | COM | $6.6M | 0.2%Prev: 0.5% | 50,531 SH | Decreased-131,490 SH |
| ENBRIDGE INC | COM | $774K | 0.0%Prev: 0.1% | 15,335 SH | Decreased-97,751 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $392K | 0.0%Prev: 0.0% | 22,831 SH | Increased+6,000 SH |
| ENTERGY CORP NEW | COM | $255K | 0.0% | 2,738 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $1.9M | 0.0%Prev: 0.0% | 60,498 SH | Increased+10,162 SH |
| EOG RES INC | COM | $8.0M | 0.2%Prev: 0.3% | 71,114 SH | Decreased-55,392 SH |
| EXXON MOBIL CORP | COM | $49.4M | 1.2%Prev: 1.3% | 437,824 SH | Decreased-130,024 SH |
| FASTENAL CO | COM | $13.2M | 0.3%Prev: 0.2% | 269,528 SH | Increased+3,766 SH |
| FB FINL CORP | COM | $230K | 0.0%Prev: 0.0% | 4,131 SH | Increased+3,105 SH |
| FEDEX CORP | COM | $621K | 0.0%Prev: 0.0% | 2,632 SH | Increased+219 SH |
| FIDELITY NATL INFORMATION SV | COM | $246K | 0.0%Prev: 0.0% | 3,732 SH | Decreased+223 SH |
| FIFTH THIRD BANCORP | COM | $581K | 0.0%Prev: 0.0% | 13,032 SH | Increased+1,107 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $552K | 0.0%Prev: 0.0% | 8,207 SH | Increased-310 SH |
| FISERV INC | COM | $10.1M | 0.2%Prev: 0.2% | 78,708 SH | Decreased+10,519 SH |
| FLEXSHARES TR | HIG YLD VL ETF | $6.0M | 0.1%Prev: 0.1% | 144,593 SH | Decreased-6,822 SH |
| FORTINET INC | COM | $998K | 0.0%Prev: 0.0% | 11,864 SH | Decreased-40 SH |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $499K | 0.0%Prev: 0.0% | 8,835 SH | Increased+220 SH |
| GALLAGHER ARTHUR J & CO | COM | $1.2M | 0.0%Prev: 0.0% | 3,777 SH | Increased+184 SH |
| GE AEROSPACE | COM NEW | $2.4M | 0.1%Prev: 0.0% | 8,007 SH | Increased+892 SH |
| GE VERNOVA INC | COM | $1.1M | 0.0%Prev: 0.0% | 1,833 SH | Increased+101 SH |
| GENERAC HLDGS INC | COM | $9.7M | 0.2%Prev: 0.2% | 58,081 SH | Increased+3,530 SH |
| GENERAL DYNAMICS CORP | COM | $3.0M | 0.1%Prev: 0.3% | 8,782 SH | Decreased-32,016 SH |
| GENERAL MLS INC | COM | $1.4M | 0.0%Prev: 0.0% | 27,695 SH | Decreased-705 SH |
| GENUINE PARTS CO | COM | $3.7M | 0.1%Prev: 0.0% | 26,655 SH | Increased+23,362 SH |
| GILEAD SCIENCES INC | COM | $307K | 0.0%Prev: 0.0% | 2,765 SH | Increased+149 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $1.4M | 0.0%Prev: 0.0% | 28,652 SH | Increased+1,199 SH |
| GLOBAL X FDS | NASDAQ 100 COVER | $3.2M | 0.1%Prev: 0.1% | 190,133 SH | Increased |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | $624K | 0.0%Prev: 0.0% | 4,793 SH | Increased+485 SH |
| GOLDMAN SACHS GROUP INC | COM | $2.2M | 0.1%Prev: 0.0% | 2,703 SH | Increased+173 SH |
| GSK PLC | SPONSORED ADR | $523K | 0.0%Prev: 0.0% | 12,111 SH | Increased+667 SH |
| HCA HEALTHCARE INC | COM | $42.0M | 1.0%Prev: 1.6% | 98,617 SH | Decreased-96,704 SH |
| HEALTHPEAK PROPERTIES INC | COM | $192K | 0.0%Prev: 0.0% | 10,044 SH | Increased-34 SH |
| HEALTHSTREAM INC | COM | $2.3M | 0.1%Prev: 0.0% | 82,997 SH | Increased-14 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $285K | 0.0%Prev: 0.0% | 11,601 SH | Increased+114 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $230K | 0.0% | 888 SH | New |
| HOME DEPOT INC | COM | $35.1M | 0.8%Prev: 0.7% | 86,625 SH | Increased-1,771 SH |
| HONEYWELL INTL INC | COM | $6.8M | 0.2%Prev: 0.4% | 32,172 SH | Decreased-57,370 SH |
| HOWMET AEROSPACE INC | COM | $6.0M | 0.1%Prev: 0.1% | 30,352 SH | Increased-717 SH |
| HP INC | COM | $315K | 0.0%Prev: 0.0% | 11,583 SH | Increased+184 SH |
| HUBBELL INC | COM | $417K | 0.0%Prev: 0.0% | 969 SH | Increased+93 SH |
| HUNTINGTON BANCSHARES INC | COM | $309K | 0.0%Prev: 0.0% | 17,872 SH | Decreased-2,451 SH |
| ILLINOIS TOOL WKS INC | COM | $1.1M | 0.0%Prev: 0.0% | 4,237 SH | Increased-49 SH |
| INGERSOLL RAND INC | COM | $274K | 0.0%Prev: 0.0% | 3,319 SH | Increased+646 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $709K | 0.0%Prev: 0.0% | 27,369 SH | Increased+708 SH |
| INTEL CORP | COM | $409K | 0.0%Prev: 0.0% | 12,200 SH | Increased-4,093 SH |
| INTERCONTINENTAL EXCHANGE IN | COM | $13.5M | 0.3%Prev: 0.3% | 80,287 SH | Decreased-812 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $26.7M | 0.6%Prev: 0.6% | 94,475 SH | Decreased-856 SH |
| INTUIT | COM | $13.4M | 0.3%Prev: 0.3% | 19,583 SH | Decreased-84 SH |
| INTUITIVE SURGICAL INC | COM NEW | $7.2M | 0.2%Prev: 0.2% | 16,108 SH | Decreased-5,060 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $433K | 0.0% | 1,754 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $278K | 0.0% | 2,298 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $204K | 0.0% | 1,845 SH | New |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $15.8M | 0.4%Prev: 0.4% | 149,109 SH | Decreased-11,841 SH |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT TECH | $248K | 0.0%Prev: 0.0% | 3,320 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $544K | 0.0%Prev: 0.0% | 12,027 SH | Decreased-1,560 SH |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $304K | 0.0%Prev: 0.0% | 6,699 SH | Increased-108 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $436K | 0.0%Prev: 0.0% | 7,576 SH | Decreased-1,249 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.8M | 0.1%Prev: 0.1% | 14,706 SH | Decreased-8,274 SH |
| INVESCO QQQ TR | UNIT SER 1 | $16.7M | 0.4%Prev: 0.3% | 27,790 SH | Increased+775 SH |
| IREN LIMITED | ORDINARY SHARES | $213K | 0.0% | 4,549 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.1M | 0.0%Prev: 0.0% | 17,425 SH | Increased+1,083 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.4M | 0.0%Prev: 0.0% | 19,555 SH | Decreased-5,878 SH |
| ISHARES INC | CORE MSCI EMKT | $3.2M | 0.1%Prev: 0.1% | 47,941 SH | Increased+3,602 SH |
| ISHARES INC | MSCI GBL MIN VOL | $1.1M | 0.0%Prev: 0.0% | 9,468 SH | Increased |
| ISHARES SILVER TR | ISHARES | $913K | 0.0%Prev: 0.0% | 21,560 SH | Increased-2,239 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $12.3M | 0.3%Prev: 0.2% | 118,878 SH | Increased+9,057 SH |
| ISHARES TR | 1 3 YR TREAS BD | $18.4M | 0.4%Prev: 0.4% | 221,688 SH | Decreased-18,160 SH |
| ISHARES TR | 10-20 YR TRS ETF | $1.7M | 0.0%Prev: 0.0% | 16,671 SH | Increased+5,435 SH |
| ISHARES TR | 20 YR TR BD ETF | $6.0M | 0.1%Prev: 0.1% | 66,833 SH | Increased+7,418 SH |
| ISHARES TR | 3 7 YR TREAS BD | $10.7M | 0.3%Prev: 0.3% | 89,151 SH | Decreased-13,081 SH |
| ISHARES TR | 7-10 YR TRSY BD | $5.7M | 0.1%Prev: 0.1% | 59,102 SH | Decreased-15,186 SH |
| ISHARES TR | A RATE CP BD ETF | $376K | 0.0%Prev: 0.0% | 7,753 SH | Increased |
| ISHARES TR | CORE 1 5 YR USD | $252K | 0.0%Prev: 0.0% | 5,154 SH | Increased |
| ISHARES TR | CORE MSCI EAFE | $3.5M | 0.1%Prev: 0.1% | 39,957 SH | Decreased-38,246 SH |
| ISHARES TR | CORE MSCI TOTAL | $1.6M | 0.0%Prev: 0.0% | 19,407 SH | Increased |
| ISHARES TR | CORE S&P MCP ETF | $21.3M | 0.5%Prev: 0.4% | 326,068 SH | Increased-7,676 SH |
| ISHARES TR | CORE S&P SCP ETF | $23.3M | 0.6%Prev: 0.4% | 196,356 SH | Increased+1,269 SH |
| ISHARES TR | CORE S&P TTL STK | $1.7M | 0.0%Prev: 0.0% | 11,464 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $34.9M | 0.8%Prev: 0.7% | 52,110 SH | Decreased-4,857 SH |
| ISHARES TR | CORE US AGGBD ET | $42.5M | 1.0%Prev: 0.8% | 423,964 SH | Increased+62,957 SH |
| ISHARES TR | EAFE GRWTH ETF | $12.2M | 0.3%Prev: 0.2% | 107,408 SH | Increased+9,281 SH |
| ISHARES TR | EAFE VALUE ETF | $5.9M | 0.1%Prev: 0.1% | 86,787 SH | Increased-1,237 SH |
| ISHARES TR | ESG OPTIMIZED | $378K | 0.0%Prev: 0.0% | 2,787 SH | Increased+887 SH |
| ISHARES TR | FLTG RATE NT ETF | $825K | 0.0%Prev: 0.0% | 16,159 SH | Decreased-714 SH |
| ISHARES TR | IBOXX HI YD ETF | $706K | 0.0%Prev: 0.0% | 8,690 SH | Increased+1,285 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.0M | 0.0%Prev: 0.1% | 17,897 SH | Decreased-30,621 SH |
| ISHARES TR | INTL SEL DIV ETF | $592K | 0.0%Prev: 0.0% | 16,202 SH | Increased+5,653 SH |
| ISHARES TR | ISHARES BIOTECH | $352K | 0.0%Prev: 0.0% | 2,440 SH | Increased+40 SH |
| ISHARES TR | ISHS 1-5YR INVS | $7.7M | 0.2%Prev: 0.2% | 144,623 SH | Decreased-49,210 SH |
| ISHARES TR | MBS ETF | $328K | 0.0% | 3,449 SH | New |
| ISHARES TR | MRGSTR MD CP GRW | $293K | 0.0%Prev: 0.0% | 3,544 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $36.3M | 0.9%Prev: 0.7% | 388,786 SH | Increased+2,107 SH |
| ISHARES TR | MSCI EMG MKT ETF | $3.2M | 0.1%Prev: 0.1% | 60,232 SH | Increased+117 SH |
| ISHARES TR | NATIONAL MUN ETF | $290K | 0.0%Prev: 0.0% | 2,726 SH | Decreased-12,113 SH |
| ISHARES TR | RUS 1000 ETF | $1.4M | 0.0%Prev: 0.0% | 3,813 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $65.5M | 1.6%Prev: 1.6% | 139,941 SH | Decreased-38,328 SH |
| ISHARES TR | RUS 1000 VAL ETF | $29.9M | 0.7%Prev: 0.7% | 147,097 SH | Decreased-14,814 SH |
| ISHARES TR | RUS 2000 GRW ETF | $567K | 0.0%Prev: 0.0% | 1,771 SH | Decreased-944 SH |
| ISHARES TR | RUS 2000 VAL ETF | $974K | 0.0%Prev: 0.0% | 5,509 SH | Decreased-8,374 SH |
| ISHARES TR | RUS MD CP GR ETF | $17.9M | 0.4%Prev: 0.4% | 125,430 SH | Increased+3,949 SH |
| ISHARES TR | RUS MDCP VAL ETF | $9.3M | 0.2%Prev: 0.2% | 66,362 SH | Increased+3,722 SH |
| ISHARES TR | RUS MID CAP ETF | $10.7M | 0.3%Prev: 0.2% | 111,015 SH | Increased+2,636 SH |
| ISHARES TR | RUS TP200 GR ETF | $339K | 0.0%Prev: 0.0% | 1,238 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $14.4M | 0.3%Prev: 0.4% | 59,320 SH | Decreased-22,839 SH |
| ISHARES TR | RUSSELL 3000 ETF | $892K | 0.0%Prev: 0.0% | 2,354 SH | Decreased-4,042 SH |
| ISHARES TR | S&P 100 ETF | $7.0M | 0.2%Prev: 0.1% | 21,178 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $11.0M | 0.3%Prev: 0.2% | 90,782 SH | Increased-843 SH |
| ISHARES TR | S&P 500 VAL ETF | $8.1M | 0.2%Prev: 0.2% | 39,131 SH | Increased-229 SH |
| ISHARES TR | S&P MC 400GR ETF | $729K | 0.0%Prev: 0.0% | 7,606 SH | Decreased-1,754 SH |
| ISHARES TR | S&P MC 400VL ETF | $5.7M | 0.1%Prev: 0.1% | 43,961 SH | Increased-13 SH |
| ISHARES TR | S&P SML 600 GWT | $16.8M | 0.4%Prev: 0.4% | 118,435 SH | Decreased-10,949 SH |
| ISHARES TR | SELECT DIVID ETF | $14.2M | 0.3%Prev: 0.3% | 99,950 SH | Increased+482 SH |
| ISHARES TR | SHORT TREAS BD | $1.4M | 0.0%Prev: 0.1% | 12,393 SH | Decreased-13,080 SH |
| ISHARES TR | SP SMCP600VL ETF | $10.0M | 0.2%Prev: 0.2% | 90,357 SH | Increased+2,593 SH |
| ISHARES TR | TIPS BD ETF | $498K | 0.0%Prev: 0.0% | 4,478 SH | Increased+6 SH |
| ISHARES TR | TRS FLT RT BD | $494K | 0.0%Prev: 0.0% | 9,770 SH | Increased+138 SH |
| ISHARES TR | U.S. TECH ETF | $601K | 0.0%Prev: 0.0% | 3,069 SH | Increased |
| ISHARES TR | ULTRA SHORT DUR | $7.7M | 0.2%Prev: 0.2% | 151,209 SH | Decreased-13,503 SH |
| ISHARES TR | US TREAS BD ETF | $1.2M | 0.0%Prev: 0.0% | 51,356 SH | Increased+39,503 SH |
| ISHARES TR | USD INV GRDE ETF | $395K | 0.0% | 7,558 SH | New |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $12.5M | 0.3%Prev: 0.3% | 218,414 SH | Decreased-4,205 SH |
| J P MORGAN EXCHANGE TRADED F | FLEXIBLE DEBT ET | $38.0M | 0.9% | 757,259 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $307K | 0.0%Prev: 0.0% | 6,051 SH | Decreased-2,547 SH |
| JACOBS SOLUTIONS INC | COM | $474K | 0.0%Prev: 0.0% | 3,165 SH | Increased-389 SH |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | $850K | 0.0%Prev: 0.0% | 17,249 SH | Increased-19 SH |
| JOHNSON & JOHNSON | COM | $38.9M | 0.9%Prev: 0.6% | 209,915 SH | Increased+28,997 SH |
| JPMORGAN CHASE & CO. | COM | $102.2M | 2.4%Prev: 3.0% | 324,074 SH | Decreased-170,144 SH |
| KIMBERLY-CLARK CORP | COM | $1.3M | 0.0%Prev: 0.0% | 10,414 SH | Decreased-160 SH |
| KINDER MORGAN INC DEL | COM | $1.5M | 0.0%Prev: 0.0% | 54,158 SH | Decreased-6,962 SH |
| KKR & CO INC | COM | $5.4M | 0.1%Prev: 0.1% | 41,919 SH | Decreased+262 SH |
| KLA CORP | COM NEW | $334K | 0.0%Prev: 0.0% | 310 SH | Increased+73 SH |
| KROGER CO | COM | $423K | 0.0%Prev: 0.0% | 6,269 SH | Decreased-87 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $10.5M | 0.3%Prev: 0.2% | 34,542 SH | Increased-1,622 SH |
| LABCORP HOLDINGS INC | COM SHS | $11.7M | 0.3%Prev: 0.2% | 40,891 SH | Increased-401 SH |
| LAM RESEARCH CORP | COM NEW | $618K | 0.0%Prev: 0.0% | 4,619 SH | Increased+1,595 SH |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $17.7M | 0.4%Prev: 0.3% | 509,072 SH | Increased+77,381 SH |
| LEIDOS HOLDINGS INC | COM | $227K | 0.0% | 1,202 SH | New |
| LINCOLN NATL CORP IND | COM | $982K | 0.0%Prev: 0.0% | 24,348 SH | Increased+21 SH |
| LINDE PLC | SHS | $14.1M | 0.3%Prev: 0.3% | 29,770 SH | Increased+3,602 SH |
| LOCKHEED MARTIN CORP | COM | $24.4M | 0.6% | 48,863 SH | New |
| LOWES COS INC | ISSUER NAMECOM | $4.5M | 0.1% | 17,840 SH | New |
| LSI INDS INC OHIO | COM | $7.5M | 0.2%Prev: 0.1% | 318,197 SH | Increased |
| MANULIFE FINL CORP | COM | $293K | 0.0% | 9,402 SH | New |
| MARATHON PETE CORP | COM | $562K | 0.0%Prev: 0.0% | 2,918 SH | Decreased-2,781 SH |
| MARSH & MCLENNAN COS INC | COM | $211K | 0.0% | 1,045 SH | New |
| MARTIN MARIETTA MATLS INC | COM | $242K | 0.0%Prev: 0.0% | 384 SH | Decreased-178 SH |
| MARVELL TECHNOLOGY INC | COM | $13.1M | 0.3%Prev: 0.3% | 156,392 SH | Increased-6,400 SH |
| MASTERCARD INCORPORATED | CL A | $7.8M | 0.2%Prev: 0.2% | 13,742 SH | Increased-13 SH |
| MCDONALDS CORP | COM | $9.2M | 0.2%Prev: 0.2% | 30,396 SH | Increased+288 SH |
| MCKESSON CORP | COM | $1.6M | 0.0%Prev: 0.0% | 2,092 SH | Increased+1 SH |
| MEDTRONIC PLC | SHS | $2.2M | 0.1%Prev: 0.0% | 22,881 SH | Decreased-2,481 SH |
| MERCK & CO INC | COM | $5.7M | 0.1%Prev: 0.2% | 68,175 SH | Decreased-44,399 SH |
| META PLATFORMS INC | CL A | $9.9M | 0.2%Prev: 0.4% | 13,537 SH | Decreased-11,816 SH |
| METLIFE INC | COM | $415K | 0.0%Prev: 0.0% | 5,035 SH | Increased-81 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $413K | 0.0%Prev: 0.0% | 6,438 SH | Decreased+202 SH |
| MICRON TECHNOLOGY INC | COM | $28.4M | 0.7%Prev: 0.5% | 169,909 SH | Increased-13,923 SH |
| MICROSOFT CORP | COM | $181.9M | 4.4%Prev: 5.0% | 351,187 SH | Decreased-126,839 SH |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | $167K | 0.0% | 10,446 SH | New |
| MOELIS & CO | CL A | $421K | 0.0%Prev: 0.0% | 5,906 SH | Increased+41 SH |
| MONDELEZ INTL INC | CL A | $8.2M | 0.2%Prev: 0.2% | 131,796 SH | Decreased-2,181 SH |
| MONOLITHIC PWR SYS INC | COM | $22.6M | 0.5%Prev: 0.4% | 24,589 SH | Increased-1,365 SH |
| MONSTER BEVERAGE CORP NEW | COM | $323K | 0.0%Prev: 0.0% | 4,797 SH | Increased+52 SH |
| MORGAN STANLEY | COM NEW | $12.1M | 0.3%Prev: 0.1% | 76,395 SH | Increased+28,162 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $561K | 0.0%Prev: 0.0% | 1,226 SH | Increased+155 SH |
| MPLX LP | COM UNIT REP LTD | $450K | 0.0% | 9,000 SH | New |
| MR COOPER GROUP INC | COM | $391K | 0.0%Prev: 0.0% | 1,854 SH | Increased-187 SH |
| NATIONAL FUEL GAS CO | COM | $206K | 0.0%Prev: 0.0% | 2,230 SH | Decreased-223 SH |
| NATIONAL HEALTH INVS INC | COM | $4.0M | 0.1%Prev: 0.1% | 50,252 SH | Increased |
| NATIONAL HEALTHCARE CORP | COM | $1.9M | 0.0%Prev: 0.0% | 15,597 SH | Increased |
| NETFLIX INC | COM | $11.8M | 0.3%Prev: 0.4% | 9,836 SH | Decreased-6,024 SH |
| NEXTERA ENERGY INC | COM | $5.2M | 0.1%Prev: 0.1% | 68,579 SH | Increased+515 SH |
| NIKE INC | CL B | $730K | 0.0%Prev: 0.4% | 10,463 SH | Decreased-239,967 SH |
| NORFOLK SOUTHN CORP | COM | $1.3M | 0.0%Prev: 0.0% | 4,421 SH | Increased+222 SH |
| NORTHROP GRUMMAN CORP | COM | $1.1M | 0.0%Prev: 0.0% | 1,763 SH | Decreased-740 SH |
| NOVA LTD | COM | $235K | 0.0%Prev: 0.0% | 734 SH | Increased-111 SH |
| NOVARTIS AG | SPONSORED ADR | $286K | 0.0%Prev: 0.0% | 2,227 SH | Decreased-1,319 SH |
| NOVO-NORDISK A S | ADR | $1.1M | 0.0%Prev: 0.0% | 19,721 SH | Decreased+694 SH |
| NUCOR CORP | COM | $205K | 0.0% | 1,510 SH | New |
| NVENT ELECTRIC PLC | SHS | $251K | 0.0%Prev: 0.0% | 2,545 SH | Increased-197 SH |
| NVIDIA CORPORATION | COM | $83.7M | 2.0%Prev: 1.5% | 448,647 SH | Increased-6,233 SH |
| NXP SEMICONDUCTORS N V | COM | $263K | 0.0%Prev: 0.0% | 1,156 SH | Increased+31 SH |
| OLD REP INTL CORP | COM | $210K | 0.0% | 4,941 SH | New |
| OMNICOM GROUP INC | COM | $11.3M | 0.3%Prev: 0.2% | 138,086 SH | Increased-573 SH |
| ORACLE CORP | COM | $12.2M | 0.3%Prev: 0.2% | 43,222 SH | Increased-7,813 SH |
| OREILLY AUTOMOTIVE INC | COM | $448K | 0.0%Prev: 0.0% | 4,158 SH | Increased+249 SH |
| OTIS WORLDWIDE CORP | COM | $7.1M | 0.2%Prev: 0.1% | 77,492 SH | Increased+12,721 SH |
| PACER FDS TR | US CASH COWS 100 | $2.0M | 0.0%Prev: 0.0% | 34,305 SH | Increased-1,399 SH |
| PACKAGING CORP AMER | COM | $295K | 0.0%Prev: 0.0% | 1,354 SH | Increased+37 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $559K | 0.0% | 3,064 SH | New |
| PALO ALTO NETWORKS INC | COM | $18.3M | 0.4%Prev: 0.4% | 89,646 SH | Decreased-6,341 SH |
| PARKER-HANNIFIN CORP | COM | $1.6M | 0.0%Prev: 0.0% | 2,172 SH | Decreased-1,137 SH |
| PAYCHEX INC | COM | $1.3M | 0.0%Prev: 0.0% | 10,206 SH | Decreased-17 SH |
| PEPSICO INC | COM | $5.8M | 0.1%Prev: 0.1% | 41,468 SH | Decreased-7,860 SH |
| PFIZER INC | COM | $1.8M | 0.0%Prev: 0.0% | 69,265 SH | Decreased-18,444 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $293K | 0.0%Prev: 0.0% | 5,880 SH | Increased |
| PHILIP MORRIS INTL INC | COM | $18.8M | 0.5%Prev: 0.5% | 115,930 SH | Decreased-18,121 SH |
| PHILLIPS 66 | COM | $768K | 0.0%Prev: 0.0% | 5,648 SH | Decreased-1,175 SH |
| PIMCO INCOME STRATEGY FD | COM | $1.0M | 0.0% | 117,903 SH | New |
| PINNACLE FINL PARTNERS INC | COM | $62.7M | 1.5%Prev: 1.6% | 668,091 SH | Decreased-5,357 SH |
| PNC FINL SVCS GROUP INC | COM | $816K | 0.0%Prev: 0.0% | 4,062 SH | Decreased-677 SH |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | $526K | 0.0%Prev: 0.0% | 27,460 SH | Decreased-2,812 SH |
| PROCTER AND GAMBLE CO | COM | $24.6M | 0.6%Prev: 0.6% | 160,146 SH | Decreased-10,405 SH |
| PROGRESSIVE CORP | COM | $1.0M | 0.0%Prev: 0.0% | 4,175 SH | Decreased-1,964 SH |
| PROLOGIS INC. | COM | $277K | 0.0%Prev: 0.0% | 2,418 SH | Increased+239 SH |
| PROSHARES TR | S&P 500 HIGH INC | $761K | 0.0%Prev: 0.0% | 16,870 SH | Increased+13 SH |
| PRUDENTIAL FINL INC | COM | $351K | 0.0%Prev: 0.0% | 3,385 SH | Increased+152 SH |
| QUALCOMM INC | COM | $2.1M | 0.1%Prev: 0.4% | 12,749 SH | Decreased-118,593 SH |
| QUANTA SVCS INC | COM | $25.1M | 0.6%Prev: 0.5% | 60,516 SH | Decreased-8,216 SH |
| QUEST DIAGNOSTICS INC | COM | $276K | 0.0%Prev: 0.0% | 1,449 SH | Increased-82 SH |
| RBB FD INC | US TREAS 3 MNTH | $538K | 0.0%Prev: 0.0% | 10,757 SH | Increased |
| REGIONS FINANCIAL CORP NEW | COM | $2.9M | 0.1%Prev: 0.1% | 108,650 SH | Increased+2,228 SH |
| RENASANT CORP | COM | $441K | 0.0%Prev: 0.0% | 11,945 SH | Decreased-730 SH |
| REPUBLIC SVCS INC | COM | $1.0M | 0.0%Prev: 0.0% | 4,385 SH | Decreased-148 SH |
| ROBERT HALF INC. | COM | $1.6M | 0.0%Prev: 0.0% | 46,008 SH | Decreased+355 SH |
| ROPER TECHNOLOGIES INC | COM | $244K | 0.0%Prev: 0.0% | 489 SH | Decreased-437 SH |
| ROYAL BK CDA | COM | $2.4M | 0.1%Prev: 0.0% | 16,406 SH | Increased+7 SH |
| RTX CORPORATION | COM | $4.5M | 0.1%Prev: 0.1% | 26,855 SH | Increased+75 SH |
| S&P GLOBAL INC | COM | $21.2M | 0.5%Prev: 0.6% | 43,503 SH | Decreased-6,107 SH |
| SABRA HEALTH CARE REIT INC | COM | $2.3M | 0.1%Prev: 0.0% | 125,822 SH | Increased+1,162 SH |
| SALESFORCE INC | COM | $22.3M | 0.5%Prev: 0.8% | 94,284 SH | Decreased-38,480 SH |
| SCHLUMBERGER LTD | COM STK | $401K | 0.0%Prev: 0.0% | 11,664 SH | Decreased-7,926 SH |
| SCHWAB CHARLES CORP | COM | $9.1M | 0.2%Prev: 0.2% | 95,607 SH | Increased+9,244 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $2.3M | 0.1%Prev: 0.0% | 53,526 SH | Increased+8,116 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.2M | 0.1%Prev: 0.1% | 189,994 SH | Increased-2,126 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $1.2M | 0.0%Prev: 0.0% | 36,217 SH | Increased+315 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $250K | 0.0%Prev: 0.0% | 2,116 SH | Increased |
| SELECT SECTOR SPDR TR | ENERGY | $2.6M | 0.1%Prev: 0.1% | 29,539 SH | Decreased-8,024 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $253K | 0.0%Prev: 0.0% | 4,691 SH | Decreased-349 SH |
| SELECT SECTOR SPDR TR | INDL | $491K | 0.0%Prev: 0.0% | 3,182 SH | Increased+801 SH |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | $2.8M | 0.1%Prev: 0.1% | 66,545 SH | Decreased-1,295 SH |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $674K | 0.0%Prev: 0.0% | 2,814 SH | Increased+50 SH |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $310K | 0.0%Prev: 0.0% | 3,951 SH | Decreased-3,656 SH |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $932K | 0.0%Prev: 0.0% | 6,697 SH | Decreased-1,811 SH |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $2.0M | 0.0%Prev: 0.0% | 23,238 SH | Decreased-4,145 SH |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $413K | 0.0%Prev: 0.0% | 4,610 SH | Decreased-1,179 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $11.5M | 0.3%Prev: 0.2% | 40,866 SH | Increased+3,531 SH |
| SEMPRA | COM | $267K | 0.0%Prev: 0.0% | 2,965 SH | Increased-89 SH |
| SERVICENOW INC | COM | $19.8M | 0.5%Prev: 0.5% | 21,565 SH | Decreased-1,963 SH |
| SHARKNINJA INC | COM SHS | $248K | 0.0%Prev: 0.0% | 2,409 SH | Decreased-160 SH |
| SHELL PLC | SPON ADS | $8.6M | 0.2%Prev: 0.2% | 119,684 SH | Increased+8,387 SH |
| SHERWIN WILLIAMS CO | COM | $22.6M | 0.5%Prev: 0.5% | 65,361 SH | Increased+1,045 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $325K | 0.0%Prev: 0.0% | 2,186 SH | Increased-95 SH |
| SKYWARD SPECIALTY INS GROUP | COM | $207K | 0.0%Prev: 0.0% | 4,357 SH | Decreased |
| SMARTFINANCIAL INC | COM NEW | $778K | 0.0%Prev: 0.0% | 21,763 SH | Increased |
| SMUCKER J M CO | COM NEW | $296K | 0.0%Prev: 0.0% | 2,726 SH | Increased+634 SH |
| SNAP ON INC | COM | $17.4M | 0.4%Prev: 0.3% | 50,342 SH | Increased+360 SH |
| SONOCO PRODS CO | COM | $388K | 0.0%Prev: 0.0% | 9,015 SH | Decreased-5,474 SH |
| SOUTHERN CO | COM | $12.5M | 0.3%Prev: 0.2% | 132,384 SH | Increased+4,474 SH |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $9.5M | 0.2%Prev: 0.4% | 20,484 SH | Decreased-19,075 SH |
| SPDR GOLD TR | GOLD SHS | $31.0M | 0.7%Prev: 0.5% | 87,296 SH | Increased+3,671 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $586K | 0.0%Prev: 0.0% | 13,690 SH | Increased+6,169 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $168.4M | 4.0%Prev: 4.2% | 252,836 SH | Decreased-68,449 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $18.8M | 0.4%Prev: 0.4% | 31,461 SH | Increased-1,475 SH |
| SPDR SERIES TRUST | BBG CONV SEC ETF | $757K | 0.0%Prev: 0.0% | 8,365 SH | Increased+1,303 SH |
| SPDR SERIES TRUST | PORTFOLIO S&P600 | $261K | 0.0%Prev: 0.0% | 5,642 SH | Increased |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $2.2M | 0.1%Prev: 0.0% | 75,007 SH | Decreased-1,426 SH |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $13.3M | 0.3%Prev: 0.2% | 439,940 SH | Increased+50,822 SH |
| SPDR SERIES TRUST | S&P 600 SMCP GRW | $705K | 0.0%Prev: 0.0% | 7,471 SH | Decreased-15,790 SH |
| SPDR SERIES TRUST | S&P 600 SMCP VAL | $549K | 0.0%Prev: 0.0% | 6,194 SH | Decreased-16,884 SH |
| SPDR SERIES TRUST | S&P DIVID ETF | $1.2M | 0.0%Prev: 0.0% | 8,491 SH | Decreased-1,550 SH |
| STARBUCKS CORP | COM | $665K | 0.0%Prev: 0.0% | 7,857 SH | Decreased-1,186 SH |
| STERLING INFRASTRUCTURE INC | COM | $422K | 0.0%Prev: 0.0% | 1,243 SH | Increased-162 SH |
| STEWART INFORMATION SVCS COR | COM | $291K | 0.0%Prev: 0.0% | 3,968 SH | Increased |
| STRYKER CORPORATION | COM | $2.7M | 0.1%Prev: 0.1% | 7,277 SH | Decreased-185 SH |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | $200K | 0.0% | 4,000 SH | New |
| SYSCO CORP | COM | $1.3M | 0.0%Prev: 0.0% | 15,863 SH | Increased+748 SH |
| T-MOBILE US INC | COM | $15.6M | 0.4%Prev: 0.3% | 65,044 SH | Increased+148 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.8M | 0.0%Prev: 0.0% | 6,356 SH | Increased+529 SH |
| TARGA RES CORP | COM | $562K | 0.0%Prev: 0.0% | 3,353 SH | Increased+658 SH |
| TARGET CORP | COM | $278K | 0.0%Prev: 0.0% | 3,104 SH | Decreased-3,092 SH |
| TE CONNECTIVITY PLC | ORD SHS | $454K | 0.0%Prev: 0.0% | 2,069 SH | Increased+573 SH |
| TECHNIPFMC PLC | COM | $217K | 0.0%Prev: 0.0% | 5,508 SH | Increased-368 SH |
| TESLA INC | COM | $4.0M | 0.1%Prev: 0.1% | 9,011 SH | Increased+935 SH |
| TEXAS INSTRS INC | COM | $1.5M | 0.0%Prev: 0.0% | 8,200 SH | Decreased-318 SH |
| THE CIGNA GROUP | COM | $265K | 0.0%Prev: 0.0% | 920 SH | Decreased+23 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $20.9M | 0.5%Prev: 0.4% | 43,163 SH | Increased-115 SH |
| TJX COS INC NEW | COM | $31.6M | 0.8%Prev: 1.0% | 218,707 SH | Decreased-168,367 SH |
| TOTALENERGIES SE | SPONSORED ADS | $276K | 0.0% | 4,619 SH | New |
| TRACTOR SUPPLY CO | COM | $371K | 0.0%Prev: 0.0% | 6,522 SH | Increased+24 SH |
| TRANE TECHNOLOGIES PLC | ISSUER NAMESHS | $2.3M | 0.1% | 5,530 SH | New |
| TRANSDIGM GROUP INC | COM | $15.4M | 0.4%Prev: 0.4% | 11,714 SH | Decreased-1,257 SH |
| TRAVELERS COMPANIES INC | COM | $3.1M | 0.1%Prev: 0.1% | 11,141 SH | Increased-1 SH |
| TRUIST FINL CORP | COM | $8.0M | 0.2%Prev: 0.1% | 174,839 SH | Increased+40,393 SH |
| UBER TECHNOLOGIES INC | COM | $354K | 0.0% | 3,609 SH | New |
| UNILEVER PLC | SPON ADR NEW | $283K | 0.0%Prev: 0.0% | 4,781 SH | Increased+1,173 SH |
| UNION PAC CORP | COM | $29.7M | 0.7%Prev: 1.0% | 125,810 SH | Decreased-75,137 SH |
| UNITED BANKSHARES INC WEST V | COM | $345K | 0.0%Prev: 0.0% | 9,264 SH | Decreased-2,153 SH |
| UNITED PARCEL SERVICE INC | CL B | $984K | 0.0%Prev: 0.0% | 11,779 SH | Decreased-8,576 SH |
| UNITED RENTALS INC | COM | $283K | 0.0% | 296 SH | New |
| UNITED THERAPEUTICS CORP DEL | COM | $217K | 0.0% | 518 SH | New |
| UNITEDHEALTH GROUP INC | COM | $26.6M | 0.6%Prev: 1.0% | 77,007 SH | Decreased-72,490 SH |
| US BANCORP DEL | COM NEW | $1.3M | 0.0%Prev: 0.1% | 27,673 SH | Decreased-84,283 SH |
| US FOODS HLDG CORP | COM | $254K | 0.0%Prev: 0.0% | 3,311 SH | Decreased+1 SH |
| VALERO ENERGY CORP | COM | $27.1M | 0.6%Prev: 0.5% | 158,889 SH | Increased-16,983 SH |
| VANECK ETF TRUST | GOLD MINERS ETF | $339K | 0.0%Prev: 0.0% | 4,436 SH | Increased |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $227K | 0.0%Prev: 0.0% | 696 SH | Increased+506 SH |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $9.6M | 0.2%Prev: 0.2% | 87,266 SH | Increased-494 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $5.7M | 0.1%Prev: 0.1% | 73,377 SH | Decreased-4,028 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.6M | 0.0%Prev: 0.0% | 20,262 SH | Decreased-1,342 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $236K | 0.0%Prev: 0.0% | 3,173 SH | Increased+232 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $85.7M | 2.1%Prev: 1.6% | 178,738 SH | Increased+8,056 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.1M | 0.0%Prev: 0.0% | 6,988 SH | Increased+13 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.0M | 0.0%Prev: 0.0% | 5,793 SH | Increased-31 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $28.0M | 0.7%Prev: 0.5% | 95,244 SH | Increased+9,446 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.9M | 0.1%Prev: 0.1% | 64,718 SH | Increased-976 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $143.1M | 3.4%Prev: 4.1% | 233,643 SH | Decreased-108,898 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.4M | 0.2%Prev: 0.2% | 44,814 SH | Increased-256 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.1M | 0.1%Prev: 0.1% | 12,128 SH | Increased-382 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $6.6M | 0.2%Prev: 0.1% | 22,012 SH | Increased+244 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $33.7M | 0.8%Prev: 0.6% | 102,805 SH | Increased+2,098 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.8M | 0.1%Prev: 0.1% | 14,944 SH | Increased+869 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $10.4M | 0.2%Prev: 0.2% | 145,640 SH | Increased+682 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $20.5M | 0.5%Prev: 0.6% | 379,276 SH | Decreased-235,651 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $1.7M | 0.0% | 12,528 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $4.1M | 0.1%Prev: 0.4% | 82,431 SH | Decreased-297,874 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.7M | 0.1%Prev: 0.1% | 44,325 SH | Decreased-12,224 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $847K | 0.0%Prev: 0.0% | 14,102 SH | Decreased-14,002 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $255K | 0.0%Prev: 0.0% | 5,422 SH | Decreased-504 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $7.4M | 0.2%Prev: 0.3% | 93,177 SH | Decreased-102,933 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $10.3M | 0.2%Prev: 0.2% | 85,148 SH | Increased-4,344 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $998K | 0.0%Prev: 0.0% | 3,301 SH | Increased-234 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $1.7M | 0.0%Prev: 0.0% | 18,544 SH | Increased+132 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $20.5M | 0.5%Prev: 0.4% | 94,927 SH | Decreased-5,718 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $855K | 0.0%Prev: 0.0% | 11,635 SH | Decreased-13,209 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $44.4M | 1.1%Prev: 1.2% | 741,006 SH | Decreased-297,839 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $16.8M | 0.4%Prev: 0.3% | 119,540 SH | Increased+3,508 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $1.4M | 0.0%Prev: 0.0% | 15,983 SH | Decreased-306 SH |
| VANGUARD WORLD FD | INF TECH ETF | $911K | 0.0%Prev: 0.0% | 1,220 SH | Increased+916 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $754K | 0.0%Prev: 0.0% | 3,089 SH | Increased+42 SH |
| VERISIGN INC | COM | $8.9M | 0.2%Prev: 0.2% | 31,869 SH | Decreased-430 SH |
| VERIZON COMMUNICATIONS INC | COM | $15.1M | 0.4%Prev: 0.3% | 343,850 SH | Decreased-23,651 SH |
| VERTEX PHARMACEUTICALS INC | COM | $3.8M | 0.1%Prev: 0.1% | 9,719 SH | Decreased+102 SH |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | $28.3M | 0.7%Prev: 0.5% | 529,031 SH | Increased+31,161 SH |
| VISA INC | COM CL A | $76.2M | 1.8%Prev: 2.5% | 223,249 SH | Decreased-116,487 SH |
| VULCAN MATLS CO | COM | $266K | 0.0%Prev: 0.0% | 864 SH | Increased-124 SH |
| WALMART INC | COM | $22.3M | 0.5%Prev: 0.4% | 216,793 SH | Increased+10,525 SH |
| WASTE MGMT INC DEL | COM | $13.7M | 0.3%Prev: 0.3% | 61,818 SH | Decreased-223 SH |
| WD 40 CO | COM | $202K | 0.0%Prev: 0.0% | 1,022 SH | Decreased |
| WELLS FARGO CO NEW | COM | $3.9M | 0.1%Prev: 0.1% | 46,858 SH | Decreased-18,664 SH |
| WELLTOWER INC | COM | $236K | 0.0%Prev: 0.0% | 1,327 SH | Increased+25 SH |
| WEYERHAEUSER CO MTN BE | COM NEW | $8.2M | 0.2%Prev: 0.2% | 329,135 SH | Decreased-6,230 SH |
| WILLIAMS COS INC | COM | $2.7M | 0.1%Prev: 0.1% | 42,851 SH | Increased-133 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $5.7M | 0.1%Prev: 0.1% | 149,781 SH | Increased+13,689 SH |
| WP CAREY INC | COM | $656K | 0.0%Prev: 0.0% | 9,710 SH | Increased+19 SH |
| XCEL ENERGY INC | COM | $472K | 0.0%Prev: 0.0% | 5,856 SH | Increased+493 SH |
| YUM BRANDS INC | COM | $715K | 0.0%Prev: 0.0% | 4,704 SH | Increased+9 SH |
| ZOETIS INC | CL A | $9.1M | 0.2%Prev: 0.2% | 62,531 SH | Increased+16,080 SH |
| 13F-HR |
| 0001115055-25-000120 |
| $4.96B |
| View |