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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | 0.51% | 12,349 | $2,506,600 | No Change | $202.98 | 13F | |
| ABCB | AMERIS BANCORP | 0.41% | 25,996 | $2,027,428 | No Change | $77.99 | 13F | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 0.26% | 2,028 | $1,250,789 | No Change | $616.76 | 13F | |
| META | META PLATFORMS INC | 0.24% | 2,080 | $1,190,030 | No Change | $572.13 | 13F | |
| PKW | INVESCO EXCHANGE TRADED FD T | 0.22% | 8,183 | $1,074,012 | No Change | $131.25 | 13F | |
| CASH | PATHWARD FINANCIAL INC | 0.15% | 8,369 | $746,766 | No Change | $89.23 | 13F | |
| DELL | DELL TECHNOLOGIES INC | 0.13% | 4,000 | $656,520 | No Change | $164.13 | 13F | |
| IWN | ISHARES TR | 0.09% | 2,375 | $450,276 | No Change | $189.59 | 13F | |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | 0.05% | 19,000 | $221,350 | No Change | $11.65 | 13F | |
| VTI | VANGUARD INDEX FDS | 0.05% | 775 | $248,628 | No Change | $320.81 | 13F | |
| GPI | GROUP 1 AUTOMOTIVE INC | 0.04% | 618 | $204,329 | No Change | $330.63 | 13F | |
| JPM | JPMORGAN CHASE & CO | 0.04% | 740 | $217,678 | No Change | $294.16 | 13F | |
| KIO | KKR INCOME OPPORTUNITIES FD | 0.02% | 11,102 | $122,122 | No Change | $11 | 13F | |
| GIPR | GENERATION INCOME PPTYS INC | 0.01% | 270,375 | $69,432 | No Change | $0.26 | 13F |