Endurance Wealth Management 13F annual report
Endurance Wealth Management is an investment fund managing more than $706 million ran by Karin Coulter. There are currently 665 companies in Mrs. Coulter’s portfolio. The largest investments include Qualcomm and Mettler Toledo Intl Incf, together worth $74.8 million.
Limited to 30 biggest holdings
$706 million Assets Under Management (AUM)
As of 2nd August 2023, Endurance Wealth Management’s top holding is 294,866 shares of Qualcomm currently worth over $37.6 million and making up 5.3% of the portfolio value.
Relative to the number of outstanding shares of Qualcomm, Endurance Wealth Management owns more than approximately 0.1% of the company.
In addition, the fund holds 24,328 shares of Mettler Toledo Intl Incf worth $37.2 million.
The third-largest holding is Apple Inc worth $33.6 million and the next is Thermo Fisher Scientific worth $28.5 million, with 49,517 shares owned.
Currently, Endurance Wealth Management's portfolio is worth at least $706 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Endurance Wealth Management
The Endurance Wealth Management office and employees reside in Providence, Rhode Island. According to the last 13-F report filed with the SEC, Karin Coulter serves as the Chief Compliance Officer at Endurance Wealth Management.
Recent trades
In the most recent 13F filing, Endurance Wealth Management revealed that it had opened a new position in
Ishares U.s. Regional Banks Etf and bought 111,031 shares worth $3.97 million.
The investment fund also strengthened its position in Apple Inc by buying
4,080 additional shares.
This makes their stake in Apple Inc total 203,710 shares worth $33.6 million.
Apple Inc soared 9.0% in the past year.
On the other hand, there are companies that Endurance Wealth Management is getting rid of from its portfolio.
Endurance Wealth Management closed its position in First Rep Bk San Francisco Cal Com on 9th August 2023.
It sold the previously owned 23,902 shares for $2.91 million.
Karin Coulter also disclosed a decreased stake in Qualcomm by approximately 0.1%.
This leaves the value of the investment at $37.6 million and 294,866 shares.
One of the smallest hedge funds
The two most similar investment funds to Endurance Wealth Management are Vantage Investment Partners and Ddd Partners. They manage $732 million and $730 million respectively.
Karin Coulter investment strategy
Endurance Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 14.5% of
the total portfolio value.
The fund focuses on investments in the United States as
29.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
21% of the total holdings value.
On the other hand, small-cap stocks make up only 3.2% of the portfolio.
The average market cap of the portfolio companies is close to $72.5 billion.
The complete list of Endurance Wealth Management trades based on 13F SEC filings
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Qualcomm, Inc. |
0.04%
294,866
|
$37,619,000 | 5.33% |
| Mettler Toledo Intl Incf |
0.38%
24,328
|
$37,227,000 | 5.27% |
| Apple Inc |
2.04%
203,710
|
$33,592,000 | 4.76% |
| Thermo Fisher Scientific Inc. |
0.28%
49,517
|
$28,540,000 | 4.04% |
| Kinder Morgan Inc |
0.01%
1,321,015
|
$23,131,000 | 3.28% |
| Universal Display Corp. |
0.50%
135,273
|
$20,985,000 | 2.97% |
| Home Depot, Inc. |
0.03%
67,965
|
$20,058,000 | 2.84% |
| Danaher Corp. |
0.18%
76,121
|
$19,186,000 | 2.72% |
| Edwards Lifesciences Corp Com |
0.29%
231,489
|
$19,151,000 | 2.71% |
| Quanta Services, Inc. |
0.43%
107,995
|
$17,997,000 | 2.55% |
| Nxp Semiconductors Nv Com |
0.05%
86,667
|
$16,161,000 | 2.29% |
| Abbvie Inc |
1.93%
101,277
|
$15,999,000 | 2.27% |
| Evoqua Water Technologies Corp Com |
1.29%
292,484
|
$14,542,000 | 2.06% |
| Ishares 1-5 Yr Credit Bond Etf |
0.27%
259,099
|
$13,095,000 | 1.85% |
| Oracle Corp. |
0.94%
138,960
|
$12,912,000 | 1.83% |
| Jpmorgan Chase & Co Com |
0.15%
91,692
|
$11,948,000 | 1.69% |
| Bank America Corp Com |
1.09%
382,220
|
$10,931,000 | 1.55% |
| Pepsico Inc Com |
0.79%
56,317
|
$10,266,000 | 1.45% |
| Stag Indl Inc Com |
No change
297,537
|
$10,062,000 | 1.43% |
| Comcast Corp New Cl A |
5.34%
261,257
|
$9,905,000 | 1.40% |
| Broadcom Inc. |
1.05%
15,221
|
$9,765,000 | 1.38% |
| Jacobs Solutions Inc |
2.11%
82,412
|
$9,684,000 | 1.37% |
| Church & Dwight Co., Inc. |
0.46%
104,797
|
$9,265,000 | 1.31% |
| Cisco Sys Inc |
0.27%
172,613
|
$9,023,000 | 1.28% |
| Microsoft Corporation |
2.76%
30,516
|
$8,798,000 | 1.25% |
| Amazon.com Inc. |
304.28%
82,642
|
$8,536,000 | 1.21% |
| Manulife Finl Corp Com |
0.13%
437,750
|
$8,037,000 | 1.14% |
| NextEra Energy Inc |
2.17%
97,992
|
$7,553,000 | 1.07% |
| Akamai Tech |
26.33%
86,644
|
$6,784,000 | 0.96% |
| Stifel Finl Corp Com |
1.77%
112,936
|
$6,673,000 | 0.95% |
| Mondelez International Inc. |
1.50%
89,774
|
$6,259,000 | 0.89% |
| Independent Bank Corp Ma |
No change
94,981
|
$6,233,000 | 0.88% |
| Vanguard S&p 500 Etf |
0.91%
14,912
|
$5,608,000 | 0.79% |
| Tjx Cos Inc New Com |
0.44%
70,987
|
$5,563,000 | 0.79% |
| Huntington Bancshares, Inc. |
1.98%
485,725
|
$5,441,000 | 0.77% |
| Weyerhaeuser Co. |
3.89%
175,375
|
$5,284,000 | 0.75% |
| Ecolab, Inc. |
1.89%
31,579
|
$5,227,000 | 0.74% |
| Pfizer Inc. |
2.20%
128,061
|
$5,225,000 | 0.74% |
| Trane Technologies Plc Shs |
1.43%
28,286
|
$5,204,000 | 0.74% |
| Johnson & Johnson Com |
1.29%
32,770
|
$5,079,000 | 0.72% |
| Keysight Technologies Inc |
9.54%
29,790
|
$4,810,000 | 0.68% |
| Procter And Gamble Co Com |
0.11%
30,479
|
$4,531,000 | 0.64% |
| Ishares S&p 500 Index |
0.73%
10,865
|
$4,467,000 | 0.63% |
| Exxon Mobil Corp Com |
3.37%
40,324
|
$4,422,000 | 0.63% |
| Palo Alto Networks Inc |
0.61%
20,764
|
$4,148,000 | 0.59% |
| Powershares Qqq Tr |
5.23%
12,463
|
$3,999,000 | 0.57% |
| Ishares U.s. Regional Banks Etf |
Opened
111,031
|
$3,974,000 | 0.56% |
| EOG Resources, Inc. |
0.15%
33,275
|
$3,815,000 | 0.54% |
| Berkshire Hathaway Inc Del Cl B New |
6.67%
11,495
|
$3,550,000 | 0.50% |
| Goldman Sachs Group, Inc. |
0.22%
10,565
|
$3,456,000 | 0.49% |
| Google Inc |
12.21%
32,390
|
$3,360,000 | 0.48% |
| Washington Trust Bancorp, Inc. |
No change
92,303
|
$3,200,000 | 0.45% |
| Entegris Inc |
1.89%
36,631
|
$3,004,000 | 0.43% |
| First Rep Bk San Francisco Cal Com |
Closed
23,902
|
$2,913,000 | |
| Clearway Energy, Inc. |
2.13%
90,901
|
$2,848,000 | 0.40% |
| Lazard Ltd Shs A |
13.72%
85,500
|
$2,831,000 | 0.40% |
| Robo Global Robotics & Automation Index Etf |
0.80%
50,313
|
$2,753,000 | 0.39% |
| Kimberly-clark Corp Com |
0.27%
20,058
|
$2,692,000 | 0.38% |
| Air Prods & Chems Inc Com |
0.43%
9,281
|
$2,666,000 | 0.38% |
| NVIDIA Corp |
No change
8,537
|
$2,371,000 | 0.34% |
| Ishares 1-3 Yr Treasury Bond Etf |
0.50%
27,896
|
$2,292,000 | 0.32% |
| Alphabet Inc Cap Stk Cl C |
0.93%
21,805
|
$2,268,000 | 0.32% |
| Colgate Palmolive Co Com |
0.12%
30,059
|
$2,259,000 | 0.32% |
| Fortive Corp Com |
0.22%
31,759
|
$2,165,000 | 0.31% |
| Air Gain Inc |
No change
400
|
$2,148,000 | 0.30% |
| Eaton Corp Plc Shs |
No change
12,183
|
$2,087,000 | 0.30% |
| Global X Robotics & Artificial Intelligence ETF |
0.95%
79,581
|
$2,029,000 | 0.29% |
| Ishares Core S&p Mid Cap Etf |
2.63%
7,616
|
$1,905,000 | 0.27% |
| Cvs Health Corp Com |
6.54%
25,401
|
$1,888,000 | 0.27% |
| Ishares Amt-free Muni Bond Etf |
1.18%
17,111
|
$1,844,000 | 0.26% |
| Health Care Select Sector Spdr |
2.32%
14,036
|
$1,817,000 | 0.26% |
| Hasbro, Inc. |
14.52%
33,103
|
$1,777,000 | 0.25% |
| Target Corp Com |
5.21%
10,663
|
$1,766,000 | 0.25% |
| Ishares Core S&p Us Value Etf |
0.43%
23,578
|
$1,740,000 | 0.25% |
| Ishares S&p 500 Value Etf |
0.21%
9,648
|
$1,465,000 | 0.21% |
| Vertex Pharmaceuticals In |
No change
4,588
|
$1,446,000 | 0.20% |
| Technology Select Sector Spdr |
7.84%
9,495
|
$1,434,000 | 0.20% |
| Financial Select Sector Spdr |
0.80%
44,327
|
$1,425,000 | 0.20% |
| Digital Rlty Tr Inc Com |
10.94%
14,202
|
$1,396,000 | 0.20% |
| Spdr S&p 500 Etf Trust |
11.46%
3,331
|
$1,364,000 | 0.19% |
| Merck & Co Inc |
31.42%
12,548
|
$1,335,000 | 0.19% |
| Chevron Corp New Com |
2.97%
7,906
|
$1,290,000 | 0.18% |
| Unitedhealth Group Inc |
No change
2,685
|
$1,269,000 | 0.18% |
| Gilead Sciences, Inc. |
No change
15,286
|
$1,268,000 | 0.18% |
| Sunrun Inc |
9.70%
61,650
|
$1,242,000 | 0.18% |
| Philip Morris International Inc |
8.94%
12,180
|
$1,185,000 | 0.17% |
| Starbucks Corp Com |
5.66%
10,614
|
$1,105,000 | 0.16% |
| Honeywell International Inc |
9.63%
5,691
|
$1,088,000 | 0.15% |
| Ingersoll-Rand Inc |
0.67%
18,212
|
$1,060,000 | 0.15% |
| Disney Walt Co Com |
0.02%
10,551
|
$1,057,000 | 0.15% |
| Snap-on, Inc. |
No change
4,200
|
$1,037,000 | 0.15% |
| Alliancebernstein Hldg Unit Ltd Partnership Int |
1.90%
28,341
|
$1,036,000 | 0.15% |
| Industrial Select Sector Spdr |
0.80%
10,161
|
$1,028,000 | 0.15% |
| Brookfield Infrastructure Corp Com Sb Vtg Shs A |
8.26%
22,277
|
$1,026,000 | 0.15% |
| Lilly Eli & Co Com |
10.05%
2,914
|
$1,001,000 | 0.14% |
| Spdr Ice Preferred Securities Etf |
No change
27,100
|
$920,000 | 0.13% |
| Reynolds Consumer Prods Inc Com |
12.09%
33,076
|
$910,000 | 0.13% |
| Consumer Discretionary Sel Sector Spdr Fd |
0.50%
5,728
|
$857,000 | 0.12% |
| Deere & Co Com |
No change
1,915
|
$791,000 | 0.11% |
| Energy Select Sector Spdr |
6.57%
9,537
|
$789,000 | 0.11% |
| Adobe Sys Inc |
0.75%
1,995
|
$768,000 | 0.11% |
| Consumer Staples Select Sector Spdr |
1.43%
10,014
|
$748,000 | 0.11% |
| Tesla Inc |
70.90%
3,495
|
$725,000 | 0.10% |
| International Flavors&fragranc Com |
33.26%
7,875
|
$724,000 | 0.10% |
| Walgreens Boots Alliance Inc |
No change
20,194
|
$698,000 | 0.10% |
| Altria Group Inc. |
15.38%
15,000
|
$669,000 | 0.09% |
| Duke Energy Corp New Com New |
8.42%
6,811
|
$657,000 | 0.09% |
| Aflac Inc. |
No change
1,000
|
$645,000 | 0.09% |
| Akoustis Technologies Inc |
5.45%
208,168
|
$642,000 | 0.09% |
| Fastenal Co. |
No change
11,891
|
$641,000 | 0.09% |
| Motorola Solutions Inc Com New |
No change
2,236
|
$640,000 | 0.09% |
| Costco Wholesale Corp |
1.54%
1,279
|
$635,000 | 0.09% |
| Dover Corp Com |
No change
4,044
|
$614,000 | 0.09% |
| Vanguard Total Stock Market Etf |
No change
2,826
|
$577,000 | 0.08% |
| General Electric Co Com New |
0.20%
6,038
|
$577,000 | 0.08% |
| Dominion Resources Inc |
0.72%
10,250
|
$573,000 | 0.08% |
| Visa Inc |
No change
2,488
|
$561,000 | 0.08% |
| Linde Plc Shs |
Opened
1,575
|
$560,000 | 0.08% |
| Mastec Inc. |
1.25%
5,921
|
$559,000 | 0.08% |
| Parker-hannifin Corp Com |
No change
1,652
|
$555,000 | 0.08% |
| Intuitive Surgical Inc |
No change
2,124
|
$543,000 | 0.08% |
| 3m Co Com |
24.81%
5,131
|
$539,000 | 0.08% |
| State Str Corp Com |
No change
7,068
|
$535,000 | 0.08% |
| Intl Business Machines |
0.35%
4,015
|
$526,000 | 0.07% |
| AES Corp. |
No change
2,162
|
$521,000 | 0.07% |
| Utilities Select Sector Spdr Fund |
1.13%
7,676
|
$520,000 | 0.07% |
| Linde Plc Shs |
Closed
1,575
|
$514,000 | |
| Ishares Msci Eafe Etf |
1.45%
6,786
|
$485,000 | 0.07% |
| AT&T Inc. |
6.49%
25,136
|
$484,000 | 0.07% |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
No change
9,296
|
$477,000 | 0.07% |
| Walmart Inc |
No change
3,219
|
$474,000 | 0.07% |
| Berkshire Hathaway Inc. |
No change
1
|
$466,000 | 0.07% |
| Verizon Communications Inc |
27.19%
11,782
|
$458,000 | 0.06% |
| Ritchie Bros Auctioneers Com |
7.67%
8,098
|
$456,000 | 0.06% |
| Powershares Financial Preferred Etf |
1.34%
31,320
|
$455,000 | 0.06% |
| Spdr Barclays Capital Short Term Corp Bd |
4.51%
14,825
|
$439,000 | 0.06% |
| Enterprise Prods Partners L P |
33.77%
16,694
|
$432,000 | 0.06% |
| Meta Platforms Inc |
No change
1,980
|
$420,000 | 0.06% |
| Intel Corp Com |
6.62%
12,634
|
$413,000 | 0.06% |
| Copart, Inc. |
No change
5,490
|
$413,000 | 0.06% |
| Coca Cola Co Com |
No change
6,631
|
$411,000 | 0.06% |
| Ishares Core S&p U.s. Growth Etf |
2.27%
4,500
|
$400,000 | 0.06% |
| Exact Sciences Corp Com |
14.02%
5,825
|
$395,000 | 0.06% |
| Magellan Midstream Partners Lp |
No change
7,285
|
$395,000 | 0.06% |
| Ishares Tr Lehman Inter Govt Cr Bd Fd |
5.64%
3,767
|
$394,000 | 0.06% |
| Boeing Co Com |
12.40%
1,786
|
$379,000 | 0.05% |
| Emerson Elec Co Com |
No change
4,142
|
$361,000 | 0.05% |
| Canadian National Railway Co. |
No change
2,995
|
$354,000 | 0.05% |
| Fiserv, Inc. |
No change
3,107
|
$351,000 | 0.05% |
| Automatic Data Processing Inc. |
0.97%
1,533
|
$341,000 | 0.05% |
| Carlisle Cos Inc Com |
No change
1,486
|
$336,000 | 0.05% |
| Ishares U.s. Technology Etf |
No change
3,575
|
$332,000 | 0.05% |
| Verisk Analytics Inccl A |
No change
1,724
|
$331,000 | 0.05% |
| Ishares S&p Midcap 400 Value Etf |
14.69%
3,216
|
$331,000 | 0.05% |
| Rollins, Inc. |
No change
8,727
|
$328,000 | 0.05% |
| Hologic, Inc. |
6.42%
4,009
|
$324,000 | 0.05% |
| Mcdonalds Corp Com |
76.45%
1,154
|
$323,000 | 0.05% |
| Universal Health Rlty Incm Tr |
No change
6,660
|
$320,000 | 0.05% |
| Ishares Europe 350 Index |
No change
6,380
|
$319,000 | 0.05% |
| Texas Roadhouse Inc |
13.73%
2,900
|
$313,000 | 0.04% |
| American Tower Corp. |
No change
1,518
|
$310,000 | 0.04% |
| Spdr S&p Midcap 400 Etf Trust |
No change
675
|
$309,000 | 0.04% |
| Ishares S&p U.s. Preferred Stock Etf |
52.10%
9,795
|
$306,000 | 0.04% |
| Union Pac Corp Com |
No change
1,465
|
$295,000 | 0.04% |
| American Wtr Wks Co Inc New Com |
No change
1,954
|
$286,000 | 0.04% |
| AMGEN Inc. |
No change
1,169
|
$283,000 | 0.04% |
| Lowes Cos Inc Com |
No change
1,400
|
$280,000 | 0.04% |
| Ansys Inc. |
No change
835
|
$278,000 | 0.04% |
| Bristol-myers Squibb Co Com |
No change
3,937
|
$273,000 | 0.04% |
| Waters Cp |
No change
875
|
$271,000 | 0.04% |
| Vanguard Mid Cap |
No change
1,250
|
$264,000 | 0.04% |
| Vanguard S&p Mid-cap 400 Etf |
100.00%
3,068
|
$260,000 | 0.04% |
| Ishares Trs&p Short Term Natl Municipal Bd Fd |
No change
2,461
|
$258,000 | 0.04% |
| Ishares S&p Small-cap 600 Value Etf |
No change
2,755
|
$258,000 | 0.04% |
| Middlesex Wtr Co Com |
16.51%
3,200
|
$250,000 | 0.04% |
| Cms Energy Corp Com |
No change
4,000
|
$246,000 | 0.03% |
| J.M. Smucker Co. |
No change
1,560
|
$245,000 | 0.03% |
| Alps Etf Tr Sector Dividend Dogs Etf |
No change
4,783
|
$245,000 | 0.03% |
| Consolidated Edison, Inc. |
No change
2,500
|
$239,000 | 0.03% |
| General Dynamics Corp Com |
0.10%
1,030
|
$235,000 | 0.03% |
| Capital One Financial Corp. |
3.89%
2,402
|
$231,000 | 0.03% |
| Progressive Corp Com |
1,500.00%
1,600
|
$229,000 | 0.03% |
| Ishares Core Msci Eafe Etf |
0.73%
3,432
|
$229,000 | 0.03% |
| Ishares Tr Russell 1000 Index Etf |
No change
1,000
|
$225,000 | 0.03% |
| Enbridge Inc |
19.23%
5,747
|
$219,000 | 0.03% |
| Charles Schwab Corp. |
339.29%
4,182
|
$219,000 | 0.03% |
| Align Technology, Inc. |
No change
650
|
$217,000 | 0.03% |
| Us Bancorp Del Com New |
No change
6,000
|
$216,000 | 0.03% |
| Medtronic Plc Shs |
No change
2,661
|
$215,000 | 0.03% |
| Equifax, Inc. |
No change
1,040
|
$211,000 | 0.03% |
| Heico Corp New Com |
No change
1,236
|
$211,000 | 0.03% |
| Salesforce Com |
No change
1,047
|
$209,000 | 0.03% |
| S&P Global Inc |
No change
597
|
$206,000 | 0.03% |
| West Pharmaceutical Svsc Inc Com |
No change
595
|
$206,000 | 0.03% |
| Costar Group, Inc. |
No change
2,970
|
$204,000 | 0.03% |
| Autozone Inc Nev |
2.35%
83
|
$203,000 | 0.03% |
| Pimco Intermediate Municipal Bond Active Etf |
No change
3,800
|
$199,000 | 0.03% |
| Laboratory Corp Of America |
No change
856
|
$196,000 | 0.03% |
| Spdr Gold Etf |
No change
1,058
|
$194,000 | 0.03% |
| Citigroup Inc |
2.24%
4,102
|
$192,000 | 0.03% |
| Conocophillips Com |
No change
1,936
|
$192,000 | 0.03% |
| Abbott Labs Com |
164.48%
1,891
|
$191,000 | 0.03% |
| Plains All American Pipeline LP |
No change
15,125
|
$189,000 | 0.03% |
| Autonation Inc. |
No change
1,400
|
$188,000 | 0.03% |
| Ishares Emerging Markets Dividend Etf |
No change
7,681
|
$188,000 | 0.03% |
| Analog Devices Inc. |
No change
911
|
$180,000 | 0.03% |
| Entergy Corp New Com |
No change
1,670
|
$180,000 | 0.03% |
| New Fortress Energy LLC |
95.00%
6,100
|
$180,000 | 0.03% |
| Chubb Limited Com |
No change
913
|
$178,000 | 0.03% |
| First Trust Value Line Dividend Index Fund |
No change
4,434
|
$178,000 | 0.03% |
| Globant S A Com |
No change
1,051
|
$172,000 | 0.02% |
| Mastercard Incorporated |
No change
465
|
$169,000 | 0.02% |
| Metlife Inc |
No change
2,884
|
$167,000 | 0.02% |
| Veeva Sys Inc Cl A Com |
No change
891
|
$164,000 | 0.02% |
| Baidu Com Adr |
No change
1,065
|
$161,000 | 0.02% |
| Amerisourcebergen Corp Com |
No change
1,000
|
$160,000 | 0.02% |
| Blackrock Inc. |
No change
237
|
$159,000 | 0.02% |
| Norfolk Southern Crp |
No change
750
|
$159,000 | 0.02% |
| Paycom Software Inc |
No change
515
|
$157,000 | 0.02% |
| Comerica, Inc. |
Opened
3,625
|
$157,000 | 0.02% |
| Ford Motor Co. |
No change
12,300
|
$155,000 | 0.02% |
| Morgan Stanley |
No change
1,767
|
$155,000 | 0.02% |
| Paccar Inc. |
50.00%
2,115
|
$155,000 | 0.02% |
| Dte Energy Co Com |
No change
1,400
|
$153,000 | 0.02% |
| Caterpillar Inc. |
No change
664
|
$152,000 | 0.02% |
| American Intl Group Inc Com New |
No change
2,999
|
$151,000 | 0.02% |
| Idexx Labs Inc Com |
104.53%
587
|
$148,000 | 0.02% |
| Eversource Energy Com |
No change
1,889
|
$148,000 | 0.02% |
| Hamilton Beach Brands Hldg Co Com Cl A |
No change
14,400
|
$147,000 | 0.02% |
| First Trust Nyse Arca Biotechnology Index Fund |
36.34%
938
|
$145,000 | 0.02% |
| Northrop Grumman Corp Com |
No change
314
|
$145,000 | 0.02% |
| The Cigna Group Com |
No change
562
|
$144,000 | 0.02% |
| Gentex Corp Com |
No change
5,121
|
$144,000 | 0.02% |
| Paypal Hldgs Inc Com |
No change
1,885
|
$143,000 | 0.02% |
| Qorvo Inc |
40.00%
1,400
|
$142,000 | 0.02% |
| Schlumberger Ltd Com Stk |
11.61%
2,883
|
$142,000 | 0.02% |
| Royal Dutch Shell Plc-adr |
No change
2,436
|
$140,000 | 0.02% |
| Vanguard Information Technology Etf |
No change
362
|
$140,000 | 0.02% |
| Ishares Russell 2000 Etf |
28.38%
769
|
$137,000 | 0.02% |
| DuPont de Nemours Inc |
16.80%
1,898
|
$136,000 | 0.02% |
| Hormel Foods Corp Com |
No change
3,370
|
$134,000 | 0.02% |
| Raytheon Technologies Corp Com |
No change
1,358
|
$133,000 | 0.02% |
| Rockwell Automation Inc |
Opened
450
|
$132,000 | 0.02% |
| Raymond James Finl Inc |
No change
1,400
|
$131,000 | 0.02% |
| Kraft Heinz Co Com |
11.07%
3,341
|
$130,000 | 0.02% |
| Chemed Corp New Com |
No change
240
|
$129,000 | 0.02% |
| The Hanover Insurance Group, Inc. |
No change
1,000
|
$129,000 | 0.02% |
| Aecom Technology Corp |
No change
150
|
$126,000 | 0.02% |
| Xylem Inc |
503.00%
1,206
|
$126,000 | 0.02% |
| Vanguard Small-cap Etf |
No change
664
|
$126,000 | 0.02% |
| Oneok Inc New Com |
No change
1,970
|
$125,000 | 0.02% |
| Paychex Inc. |
No change
1,089
|
$125,000 | 0.02% |
| Nucor Corp Com |
No change
800
|
$124,000 | 0.02% |
| Materials Select Sector Spdr |
10.89%
1,527
|
$123,000 | 0.02% |
| KKR & Co. Inc |
666.67%
2,300
|
$121,000 | 0.02% |
| Microchip Technology, Inc. |
Opened
1,425
|
$119,000 | 0.02% |
| Five Below Inc |
28.48%
580
|
$119,000 | 0.02% |
| Schwab U.s. Large-cap Growth Etf |
No change
1,800
|
$117,000 | 0.02% |
| ServiceNow Inc |
No change
247
|
$115,000 | 0.02% |
| Lam Research Corp Com |
Opened
217
|
$115,000 | 0.02% |
| Corteva Inc |
24.48%
1,897
|
$114,000 | 0.02% |
| Cdw Corp Com |
No change
582
|
$113,000 | 0.02% |
| American Express Co Com |
No change
688
|
$113,000 | 0.02% |
| Nike, Inc. |
0.76%
918
|
$113,000 | 0.02% |
| Watsco Inc. |
No change
350
|
$111,000 | 0.02% |
| General Mls Inc Com |
No change
1,295
|
$111,000 | 0.02% |
| Ishares S&p Smallcap 600 Etf |
No change
1,140
|
$110,000 | 0.02% |
| Vanguard Ftse Developed Markets Etf |
4.01%
2,438
|
$110,000 | 0.02% |
| Rpm Intl Inc Com |
Opened
1,250
|
$109,000 | 0.02% |
| Cracker Barrel Old Ctry Store Com |
No change
950
|
$108,000 | 0.02% |
| Molina Healthcare Inc |
No change
400
|
$107,000 | 0.02% |
| Ishares Tr Russell Midcap Index Fd |
No change
1,521
|
$106,000 | 0.02% |
| Dow Inc |
24.38%
1,908
|
$105,000 | 0.01% |
| Ishares Gold Trust Etf |
No change
2,800
|
$105,000 | 0.01% |
| Ge Healthcare Technologies Inc Common Stock |
Opened
1,251
|
$103,000 | 0.01% |
| Roper Industries Inc |
No change
230
|
$101,000 | 0.01% |
| Tyler Technologies, Inc. |
No change
284
|
$101,000 | 0.01% |
| Vanguard Financials Etf |
No change
1,285
|
$100,000 | 0.01% |
| Hercules Capital Inc |
Opened
7,488
|
$97,000 | 0.01% |
| Ares Capital Corp Com |
1,209.50%
5,238
|
$96,000 | 0.01% |
| Seagate Technology |
Opened
1,434
|
$95,000 | 0.01% |
| Main Str Cap Corp Com |
No change
2,400
|
$94,000 | 0.01% |
| Devon Energy Corp. |
No change
1,849
|
$94,000 | 0.01% |
| Ares Capital Corp 4.625 03/01/2024 |
No change
90,000
|
$91,000 | 0.01% |
| Zimmer Hldgs Inc |
No change
700
|
$90,000 | 0.01% |
| Deckers Outdoor Corp Com |
No change
200
|
$90,000 | 0.01% |
| Proshares Trust Invtgrade Int Rate Hedged |
No change
1,249
|
$90,000 | 0.01% |
| Abb Ltd Sponsored Adr |
No change
2,611
|
$89,000 | 0.01% |
| Graham Hldgs Co Com Cl B |
No change
149
|
$89,000 | 0.01% |
| National Instrs Corp Com |
No change
1,694
|
$89,000 | 0.01% |
| Ishares Esg Aware Msci Usa Etf |
No change
956
|
$86,000 | 0.01% |
| Allstate Corp (The) |
No change
772
|
$86,000 | 0.01% |
| Unilever Plc Spon Adr New |
No change
1,659
|
$86,000 | 0.01% |
| Quest Diagnostics, Inc. |
No change
600
|
$85,000 | 0.01% |
| Thomson Reuters Corp. Com New |
No change
635
|
$83,000 | 0.01% |
| Xcel Energy Inc. |
No change
1,220
|
$82,000 | 0.01% |
| Travelers Companies Inc. |
No change
475
|
$81,000 | 0.01% |
| Viatris Inc. |
5.21%
8,291
|
$80,000 | 0.01% |
| Invesco Russell 1000 Low Beta Equal Weight ETF |
6.64%
2,250
|
$80,000 | 0.01% |
| Real Estate Select Sector Spdr Fund |
No change
2,117
|
$79,000 | 0.01% |
| First Trust NASDAQ-100-Technology Sector Index Fund |
No change
600
|
$78,000 | 0.01% |
| Liberty Global Plc Shs Cl A |
No change
4,000
|
$78,000 | 0.01% |
| Ishares S&p Midcap 400 Growth Index |
No change
1,040
|
$74,000 | 0.01% |
| Reaves Util Income Fd Com Sh Ben Int |
2,633.68%
2,597
|
$74,000 | 0.01% |
| Blackstone Inc |
No change
845
|
$74,000 | 0.01% |
| Norwegian Cruise Line Hldg Ltd Shs |
Closed
6,000
|
$73,000 | |
| Taiwan Semiconductor Manufacturing Co Ltd |
No change
785
|
$73,000 | 0.01% |
| Vontier Corporation Com |
1.75%
2,583
|
$71,000 | 0.01% |
| Proshares Large Cap Core Plus |
No change
1,462
|
$70,000 | 0.01% |
| Warner Bros Discovery Inc Com Ser A |
7.81%
4,568
|
$69,000 | 0.01% |
| Wisdomtree U.s. Smallcap Dividend Fund |
No change
2,400
|
$69,000 | 0.01% |
| Ishares Expanded Tech-software Sector Etf |
No change
228
|
$69,000 | 0.01% |
| Energy Transfer Equity L P Com Unit Ltd Partnership |
Opened
5,440
|
$68,000 | 0.01% |
| Cincinnati Finl Corp Com |
No change
600
|
$67,000 | 0.01% |
| Wells Fargo Co New Com |
No change
1,785
|
$67,000 | 0.01% |
| Resideo Technologies Inc |
No change
3,641
|
$67,000 | 0.01% |
| Ishares Dj Select Dividend |
No change
560
|
$66,000 | 0.01% |
| IVERIC bio Inc |
No change
2,700
|
$66,000 | 0.01% |
| Aramark Com |
Closed
1,575
|
$65,000 | |
| Essential Utils Inc Com |
No change
1,500
|
$65,000 | 0.01% |
| Valero Energy Corp. |
No change
453
|
$63,000 | 0.01% |
| Block Inc |
Closed
1,000
|
$63,000 | |
| Lockheed Martin Corp. |
No change
133
|
$63,000 | 0.01% |
| Tyson Foods, Inc. |
55.07%
1,056
|
$63,000 | 0.01% |
| TripAdvisor Inc. |
No change
3,100
|
$62,000 | 0.01% |
| Martin Marietta Matls Inc Com |
No change
175
|
$62,000 | 0.01% |
| Ishares Msci Usa Momentum Factor Etf |
No change
449
|
$62,000 | 0.01% |
| Ishares S&p 500 Growth Etf |
No change
960
|
$61,000 | 0.01% |
| Nuveen Preferred And Convertible Income Fu |
Opened
9,328
|
$61,000 | 0.01% |
| Vanguard Intermediate-term Corporate Bond Etf |
42.78%
751
|
$60,000 | 0.01% |
| Public Svc Enterprise Grp Inc Com |
No change
950
|
$59,000 | 0.01% |
| Spdr Msci Eafe Fossil Fuel Free Etf |
100.00%
1,600
|
$59,000 | 0.01% |
| Brookline Bancorp Inc Cmn |
No change
5,589
|
$59,000 | 0.01% |
| SEI Investments Co. |
No change
1,000
|
$58,000 | 0.01% |
| Mckesson Corporation |
No change
162
|
$58,000 | 0.01% |
| Eaton Vance Tax Adv Div Inc |
No change
2,500
|
$57,000 | 0.01% |
| iShares MBS ETF |
No change
587
|
$56,000 | 0.01% |
| Canadian Natural Resources Ltd. |
No change
1,000
|
$55,000 | 0.01% |
| Texas Instrs Inc Com |
73.53%
295
|
$55,000 | 0.01% |
| Phillips 66 |
No change
530
|
$54,000 | 0.01% |
| Bp Plc Sponsored Adr |
No change
1,411
|
$54,000 | 0.01% |
| Proshares Tr Short 20 Yr Treasury Etf |
No change
2,515
|
$53,000 | 0.01% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
No change
473
|
$52,000 | 0.01% |
| First Trust NASDAQ Clean Edge Green Energy Index Fund |
No change
1,000
|
$52,000 | 0.01% |
| Nice Ltd Sponsored Adr |
No change
225
|
$52,000 | 0.01% |
| Centerpoint Energy Inc. |
No change
1,728
|
$51,000 | 0.01% |
| Ishares Inc Msci Pacific Ex-japan |
No change
1,175
|
$51,000 | 0.01% |
| Amyris Inc Com New |
87.72%
37,450
|
$51,000 | 0.01% |
| Ishares Esg Aware Us Aggregate Bond Etf |
No change
1,031
|
$50,000 | 0.01% |
| Boston Scientific Corp. |
No change
1,000
|
$50,000 | 0.01% |
| Diageo plc |
No change
268
|
$49,000 | 0.01% |
| Boston Beer Co., Inc. |
No change
150
|
$49,000 | 0.01% |
| Humana Inc. |
No change
100
|
$49,000 | 0.01% |
| Vanguard Tax-exempt Bond Etf |
No change
961
|
$49,000 | 0.01% |
| Nokia Corp Adr |
No change
10,000
|
$49,000 | 0.01% |
| Vanguard Intermediate-term Bond Etf |
No change
620
|
$48,000 | 0.01% |
| CSX Corp. |
No change
1,600
|
$48,000 | 0.01% |
| Mirum Pharm |
No change
1,954
|
$47,000 | 0.01% |
| Moderna Inc |
No change
300
|
$46,000 | 0.01% |
| Spdr S&p Regional Banking Etf |
Opened
1,040
|
$46,000 | 0.01% |
| Republic Svcs Inc Com |
No change
333
|
$45,000 | 0.01% |
| Ishares Msci Usa Min Vol Factor Etf |
No change
600
|
$44,000 | 0.01% |
| IAA Inc |
Closed
1,100
|
$44,000 | |
| Cognizant Tech Solutions Corp |
No change
720
|
$44,000 | 0.01% |
| Lennox Intl Inc Com |
No change
175
|
$44,000 | 0.01% |
| Sanmina Corporation Com |
No change
715
|
$44,000 | 0.01% |
| ITT Inc |
Opened
503
|
$43,000 | 0.01% |
| Nexstar Media Group Inc Common Stock |
Opened
250
|
$43,000 | 0.01% |
| Nextera Energy Partners Lp Com Unit Part In |
No change
700
|
$43,000 | 0.01% |
| Astrazeneca Plc- Spons Adr |
No change
618
|
$43,000 | 0.01% |
| Accenture Ltd Bermuda Cl A |
No change
148
|
$42,000 | 0.01% |
| Ishares Russell Midcap Value Index |
No change
397
|
$42,000 | 0.01% |
| Arista Networks Inc |
No change
248
|
$42,000 | 0.01% |
| Oshkosh Truck Corp |
No change
500
|
$42,000 | 0.01% |
| Textron Inc. |
No change
600
|
$42,000 | 0.01% |
| Seagen Inc |
No change
200
|
$40,000 | 0.01% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
No change
529
|
$40,000 | 0.01% |
| Jabil Inc |
Opened
440
|
$39,000 | 0.01% |
| Estee Lauder Companies Inc |
No change
160
|
$39,000 | 0.01% |
| Henry Jack & Assoc Inc Com |
No change
250
|
$38,000 | 0.01% |
| Omnicom Group, Inc. |
No change
400
|
$38,000 | 0.01% |
| Graco Inc. |
No change
500
|
$37,000 | 0.01% |
| Cyberark Software Ltd Shs |
No change
250
|
$37,000 | 0.01% |
| Southern Co Com |
No change
534
|
$37,000 | 0.01% |
| Ameris Bancorp Com |
No change
1,000
|
$37,000 | 0.01% |
| Ishares Msci Emerging Markets Etf |
1.12%
903
|
$36,000 | 0.01% |
| Illumina Inc |
No change
156
|
$36,000 | 0.01% |
| Dt Midstream Inc Common Stock |
No change
700
|
$35,000 | 0.00% |
| Stryker Corp. |
No change
121
|
$35,000 | 0.00% |
| Vanguard Dividend Appreciation Etf |
No change
230
|
$35,000 | 0.00% |
| iShares S&P Small-Cap 600 Growth ETF |
No change
310
|
$34,000 | 0.00% |
| Sirius Xm Radio Inc |
No change
8,400
|
$33,000 | 0.00% |
| Centene Corp Del Com |
No change
500
|
$32,000 | 0.00% |
| Atlantica Sustainable Infr Plc Shs |
Opened
1,078
|
$32,000 | 0.00% |
| Zebra Technologies Corp. |
No change
102
|
$32,000 | 0.00% |
| General Motors Company |
Opened
866
|
$32,000 | 0.00% |
| Bright Horizons Fam Sol In Del Com |
No change
400
|
$31,000 | 0.00% |
| Vanguard Short-term Corporate Bond Etf |
No change
412
|
$31,000 | 0.00% |
| Resmed Inc. |
No change
140
|
$31,000 | 0.00% |
| Ftai Aviation Ltd Shs |
10.00%
1,100
|
$31,000 | 0.00% |
| Amphenol Corp. |
No change
378
|
$31,000 | 0.00% |
| Iac Inc Com New |
No change
600
|
$31,000 | 0.00% |
| Ishares U.s. Treasury Bond Etf |
No change
1,300
|
$30,000 | 0.00% |
| Archer Daniels Midland Co Com |
No change
375
|
$30,000 | 0.00% |
| Enovix Corporation Com |
No change
2,000
|
$30,000 | 0.00% |
| Cgi Inc Cl A Sub Vtg |
No change
300
|
$29,000 | 0.00% |
| Bk Of America Corp 7.25cnv Pfd L |
Opened
25
|
$29,000 | 0.00% |
| Ishares Msci Eafe Growth Etf |
No change
305
|
$29,000 | 0.00% |
| Championx Corporation Com |
No change
1,028
|
$28,000 | 0.00% |
| Penumbra Inc |
No change
100
|
$28,000 | 0.00% |
| Schwab International Equity Etf |
No change
805
|
$28,000 | 0.00% |
| Rogers Communications Inc. |
No change
600
|
$28,000 | 0.00% |
| Bank Of Nova Scotia Cmn |
1,190.48%
542
|
$27,000 | 0.00% |
| Ginkgo Bioworks Holdings Inc Cl A Shs |
100.00%
20,000
|
$27,000 | 0.00% |
| Arvinas Inc |
No change
1,000
|
$27,000 | 0.00% |
| Ishares Dj Us Telecom |
No change
1,160
|
$27,000 | 0.00% |
| Invesco S&p Global Water Index Etf |
No change
515
|
$26,000 | 0.00% |
| Vanguard Ftse Emerging Markets Etf |
No change
633
|
$26,000 | 0.00% |
| Northern Tr Corp Com |
No change
300
|
$26,000 | 0.00% |
| Cummins Inc. |
No change
110
|
$26,000 | 0.00% |
| Spirit Aerosystems Hldgs Inc Com Cl A |
No change
750
|
$26,000 | 0.00% |
| Newmont Corp Com |
No change
500
|
$25,000 | 0.00% |
| First Trust Tactical High Yield ETF |
Opened
625
|
$25,000 | 0.00% |
| Spdr Bloomberg High Yield Bond Etf |
Opened
266
|
$25,000 | 0.00% |
| Regeneron Pharmaceuticals, Inc. |
No change
30
|
$25,000 | 0.00% |
| Cable One Inc |
No change
34
|
$24,000 | 0.00% |
| Illinois Tool Wks Inc Com |
No change
100
|
$24,000 | 0.00% |
| Constellation Brands, Inc. |
No change
100
|
$23,000 | 0.00% |
| Ishares Russell 2000 Value Etf |
No change
171
|
$23,000 | 0.00% |
| Bhp Group Ltd Sponsored Ads |
No change
351
|
$22,000 | 0.00% |
| Ishares Aggregate Bond Etf |
10.36%
225
|
$22,000 | 0.00% |
| India Fund Inc |
No change
1,375
|
$21,000 | 0.00% |
| Lumen Technologies, Inc. |
4.30%
7,782
|
$21,000 | 0.00% |
| Gsk Plc Sponsored Adr |
No change
587
|
$21,000 | 0.00% |
| Enphase Energy Inc |
Opened
100
|
$21,000 | 0.00% |
| Goldman Sachs Activebeta Emerging Markets Equity Etf |
No change
700
|
$21,000 | 0.00% |
| Sap Se Spon Adr |
No change
156
|
$20,000 | 0.00% |
| Pnc Finl Svcs Group Inc Com |
No change
158
|
$20,000 | 0.00% |
| Ppg Inds Inc Com |
No change
150
|
$20,000 | 0.00% |
| Baxter Intl Inc Com |
No change
481
|
$20,000 | 0.00% |
| Williams Cos Inc |
No change
679
|
$20,000 | 0.00% |
| Waste Mgmt Inc Del Com |
No change
125
|
$20,000 | 0.00% |
| Central Fund Of Canada Ltd |
No change
1,000
|
$19,000 | 0.00% |
| Invesco FTSE International Low Beta Equal Weight ETF |
No change
800
|
$19,000 | 0.00% |
| Beam Therapeutics Inc. |
No change
625
|
$19,000 | 0.00% |
| Schwab Us Tips Etf |
No change
350
|
$19,000 | 0.00% |
| Vanguard Growth Etf |
No change
75
|
$19,000 | 0.00% |
| Prologis Inc. Com |
Opened
150
|
$19,000 | 0.00% |
| Keycorp Com |
No change
1,500
|
$19,000 | 0.00% |
| Ishares Esg Aware Msci Usa Small-cap Etf |
No change
570
|
$19,000 | 0.00% |
| Etfmg Prime Cyber Security Etfmg Prime Cyber Security Fund |
No change
386
|
$18,000 | 0.00% |
| Fidelity National Financial In Fnf Group Com |
No change
519
|
$18,000 | 0.00% |
| Block H & R Inc Com |
No change
502
|
$18,000 | 0.00% |
| Hancock John Pfd Income Fd Iii Com |
Opened
1,250
|
$18,000 | 0.00% |
| Ishares U.s. Medical Devices Etf |
No change
336
|
$18,000 | 0.00% |
| Icici Bank Ltd Adr |
No change
825
|
$18,000 | 0.00% |
| Ishares Esg Aware Msci Em Etf |
No change
568
|
$18,000 | 0.00% |
| Skyworks Solutions, Inc. |
No change
150
|
$18,000 | 0.00% |
| Ishares Dow Jones Us Utilities |
No change
220
|
$18,000 | 0.00% |
| Hexcel Corp New Com |
No change
250
|
$17,000 | 0.00% |
| Ishares Jp Morgan Usd Emerging Markets Bond Etf |
No change
196
|
$17,000 | 0.00% |
| Otis Worldwide Corp Com |
No change
205
|
$17,000 | 0.00% |
| Knowles Corp |
No change
1,028
|
$17,000 | 0.00% |
| Parke Bancorp Inc |
No change
915
|
$16,000 | 0.00% |
| Navient Corporation Com |
No change
1,000
|
$16,000 | 0.00% |
| Calamos Conv Opportunities & Income Fd |
No change
1,500
|
$16,000 | 0.00% |
| Envista Holdings Corporation Com |
No change
400
|
$16,000 | 0.00% |
| Ishares 10 Year Investment Grade Corporate Bond Etf |
No change
288
|
$15,000 | 0.00% |
| Harborone Bancorp Inc New Com New |
No change
1,250
|
$15,000 | 0.00% |
| Ishares 0-5 Year Tips Bond Etf |
No change
148
|
$15,000 | 0.00% |
| Vanguard Extended Market Etf |
No change
105
|
$15,000 | 0.00% |
| Invesco Tr Invt Grade Muns Com |
No change
1,500
|
$15,000 | 0.00% |
| Broadridge Fin Sol |
No change
100
|
$15,000 | 0.00% |
| Occidental Pete Corp Com |
No change
232
|
$14,000 | 0.00% |
| Heico Corp. |
No change
100
|
$14,000 | 0.00% |
| Aptiv Plc Shs |
No change
125
|
$14,000 | 0.00% |
| Neoleukin Therapeutics, Inc. |
No change
20,000
|
$14,000 | 0.00% |
| Bank New York Mellon Corp Com |
No change
316
|
$14,000 | 0.00% |
| Marathon Pete Corp |
No change
104
|
$14,000 | 0.00% |
| Uber Technologies Inc |
91.49%
450
|
$14,000 | 0.00% |
| Sb Finl Group Inc Com |
No change
1,005
|
$14,000 | 0.00% |
| Nio Inc Spon Ads |
No change
1,200
|
$13,000 | 0.00% |
| Netapp Inc |
No change
200
|
$13,000 | 0.00% |
| Mosaic Company |
Closed
300
|
$13,000 | |
| Check Point Software Tech Ltd Ord |
No change
100
|
$13,000 | 0.00% |
| Royal Caribbean Group Com |
No change
197
|
$13,000 | 0.00% |
| Calamos Conv & High Income Fd Com Shs |
No change
1,216
|
$13,000 | 0.00% |
| Carrier Global Corporation Com |
0.99%
301
|
$13,000 | 0.00% |
| Eqt Corp Com |
No change
400
|
$13,000 | 0.00% |
| Fidelity Natl Info Svcs |
No change
231
|
$13,000 | 0.00% |
| Ryman Hospitality Pptys Inc Com |
No change
150
|
$13,000 | 0.00% |
| Hancock John Pfd Income Fd Ii Com |
No change
770
|
$12,000 | 0.00% |
| Oramed Pharmaceuticals Inc Com New |
14.93%
5,700
|
$12,000 | 0.00% |
| Atreca Inc |
118.92%
10,600
|
$12,000 | 0.00% |
| Wp Carey Inc Com |
No change
160
|
$12,000 | 0.00% |
| Slm Corp Com |
No change
1,000
|
$12,000 | 0.00% |
| Sysco Corp Com |
No change
160
|
$12,000 | 0.00% |
| Invesco S&p 500 Equal Weight Etf |
No change
73
|
$11,000 | 0.00% |
| Nutrien Ltd Com |
No change
150
|
$11,000 | 0.00% |
| Li-cycle Holdings Corp Common Shares |
No change
2,000
|
$11,000 | 0.00% |
| No transactions found in first 500 rows out of 678 | |||
| Showing first 500 out of 678 holdings | |||
Hedge funds similar to Endurance Wealth Management
- Journey Strategic Wealth
- Ally Invest Advisors
- Beacon Financial Group
- Sentinel Trust Co Lba
- Stonex
- Marxe Austin W & Greenhouse David M
- Vantage Investment Partners
- Ddd Partners
- Palisade Asset Management
- Verdence Capital Advisors
- Cornerstone Advisors
- Linden Capital L.P.
- Murphy Capital Management Inc
- Clearline Capital L.P.