Clean Yield Group at 2023-03-31

Filling information for Clean Yield Group as Treemap, investor disclosed 423 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
88579Y101 88579Y101 3M CO COM Stock 338980 3225 0 100
002824100 002824100 ABBOTT LABS COM Stock 684619 6761 0 100
00287Y109 00287Y109 ABBVIE INC COM Stock 767526 4816 0 100
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A Stock 19721 69 0 100
00508Y102 00508Y102 ACUITY BRANDS INC COM Stock 152580 835 0 100
886364876 886364876 ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF ETF 5066 323 0 100
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM Stock 41235 107 0 100
007903107 007903107 ADVANCED MICRO DEVICES INC COM Stock 6567 67 0 100
001055102 001055102 AFLAC INC COM Stock 429510 6657 0 100
00846U101 00846U101 AGILENT TECHNOLOGIES INC COM Stock 612431 4427 0 100
008474108 008474108 AGNICO EAGLE MINES LTD COM Stock 233952 4590 0 100
009158106 009158106 AIR PRODS & CHEMS INC COM Stock 326558 1137 0 100
009066101 009066101 AIRBNB INC COM CL A Stock 11942 96 0 100
011532108 011532108 ALAMOS GOLD INC NEW COM CL A Stock 48920 4000 0 100
011659109 011659109 ALASKA AIR GROUP INC COM Stock 8392 200 0 100
H01301128 H01301128 ALCON AG ORD SHS Stock 126972 1800 0 100
015271109 015271109 ALEXANDRIA REAL ESTATE EQ INC COM REIT 41445 330 0 100
02005N100 02005N100 ALLY FINL INC COM Stock 5098 200 0 100
02079K305 02079K305 ALPHABET CLASS A Stock 1136362 10955 0 100
02079K107 02079K107 ALPHABET INC CAP STK CL C Stock 501904 4826 0 100
02209S103 02209S103 ALTRIA GROUP INC COM Stock 45 1 0 100
022671101 022671101 AMALGAMATED FINANCIAL CORP COM Stock 1468960 83039 0 100
023135106 023135106 AMAZON COM INC COM Stock 207096 2005 0 100
02361E108 02361E108 AMERESCO INC CL A Stock 1974756 40121 0 100
025816109 025816109 AMERICAN EXPRESS CO COM Stock 516623 3132 0 100
02665T306 02665T306 AMERICAN HOMES 4 RENT CL A REIT 4372 139 0 100
030420103 030420103 AMERICAN WTR WKS CO INC NEW COM Stock 1761982 12028 0 100
03076C106 03076C106 AMERIPRISE FINL INC COM Stock 50879 166 0 100
031162100 031162100 AMGEN INC COM Stock 2086544 8631 0 100
001744101 001744101 AMN HEALTHCARE SVCS INC COM Stock 4148 50 0 100
032095101 032095101 AMPHENOL CORP NEW CL A Stock 138924 1700 0 100
032654105 032654105 ANALOG DEVICES INC COM Stock 20708 105 0 100
03662Q105 03662Q105 ANSYS INC COM Stock 209664 630 0 100
G0403H108 G0403H108 AON PLC SHS CL A Stock 16080 51 0 100
037833100 037833100 APPLE INC COM Stock 14189733 86051 0 100
038222105 038222105 APPLIED MATLS INC COM Stock 40043 326 0 100
03852U106 03852U106 ARAMARK COM Stock 7970 223 0 100
039483102 039483102 ARCHER DANIELS MIDLAND CO COM Stock 15534 195 0 100
042744102 042744102 ARROW FINL CORP COM Stock 35273 1416 0 100
N07059210 N07059210 ASML HOLDING N V N Y REGISTRY SHS ADR 51053 75 0 100
046353108 046353108 ASTRAZENECA PLC SPONSORED ADR ADR 409519 5900 0 100
00206R102 00206R102 AT&T INC COM Stock 232040 12054 0 100
G0751N103 G0751N103 ATLANTICA SUSTAINABLE INFR PLC SHS Stock 112328 3800 0 100
049468101 049468101 ATLASSIAN CORPORATION CL A Stock 4279 25 0 100
053015103 053015103 AUTOMATIC DATA PROCESSING INC COM Stock 3571208 16041 0 100
053611109 053611109 AVERY DENNISON CORP COM Stock 90181 504 0 100
114340102 114340102 AZENTA INC COM Stock 535 12 0 100
064058100 064058100 BANK NEW YORK MELLON CORP COM Stock 37852 833 0 100
066849100 066849100 BAR HBR BANKSHARES COM Stock 39675 1500 0 100
071813109 071813109 BAXTER INTL INC COM Stock 18252 450 0 100
075887109 075887109 BECTON DICKINSON & CO COM Stock 1900117 7676 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 1167768 3782 0 100
08862E109 08862E109 BEYOND MEAT INC COM Stock 15094 930 0 100
092508100 092508100 BLACKROCK CR ALLOCATION INCOME COM CEF 72030 7000 0 100
09247X101 09247X101 BLACKROCK INC COM Stock 22750 34 0 100
09260D107 09260D107 BLACKSTONE INC COM Stock 41373 471 0 100
852234103 852234103 BLOCK INC CL A Stock 4806 70 0 100
09857L108 09857L108 BOOKING HOLDINGS INC COM Stock 2652 1 0 100
055622104 055622104 BP PLC SPONSORED ADR ADR 9485 250 0 100
109194100 109194100 BRIGHT HORIZONS FAM SOL IN DEL COM Stock 1232 16 0 100
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM Stock 300112 4330 0 100
11135F101 11135F101 BROADCOM INC COM Stock 23737 37 0 100
11271J107 11271J107 BROOKFIELD CORP CL A LTD VT SH Stock 57717 1771 0 100
130788102 130788102 CALIFORNIA WTR SVC GROUP COM Stock 779007 13385 0 100
133034108 133034108 CAMDEN NATL CORP COM Stock 2354340 65055 0 100
133131102 133131102 CAMDEN PPTY TR SH BEN INT REIT 33863 323 0 100
136375102 136375102 CANADIAN NATL RY CO COM Stock 58985 500 0 100
138035100 138035100 CANOPY GROWTH CORP COM Stock 5775 3300 0 100
14040H105 14040H105 CAPITAL ONE FINL CORP COM Stock 11058 115 0 100
143130102 143130102 CARMAX INC COM Stock 113454 1765 0 100
14448C104 14448C104 CARRIER GLOBAL CORPORATION COM Stock 103349 2259 0 100
149123101 149123101 CATERPILLAR INC COM Stock 56066 245 0 100
12514G108 12514G108 CDW CORP COM Stock 58467 300 0 100
150870103 150870103 CELANESE CORP DEL COM Stock 43556 400 0 100
M22465104 M22465104 CHECK POINT SOFTWARE TECH LTD ORD Stock 2624830 20191 0 100
166764100 166764100 CHEVRON CORP NEW COM Stock 143907 882 0 100
H1467J104 H1467J104 CHUBB LIMITED COM Stock 23302 120 0 100
171340102 171340102 CHURCH & DWIGHT CO INC COM Stock 257273 2910 0 100
172908105 172908105 CINTAS CORP COM Stock 37014 80 0 100
17275R102 17275R102 CISCO SYS INC COM Stock 3608615 69031 0 100
12572Q105 12572Q105 CME GROUP INC COM Stock 165856 866 0 100
191216100 191216100 COCA COLA CO COM Stock 387224 6243 0 100
19188J409 19188J409 COCRYSTAL PHARMA INC COM NEW Stock 832 418 0 100
19260Q107 19260Q107 COINBASE GLOBAL INC COM CL A Stock 2703 40 0 100
194162103 194162103 COLGATE PALMOLIVE CO COM Stock 2728997 36314 0 100
197236102 197236102 COLUMBIA BKG SYS INC COM Stock 326581 15247 0 100
20030N101 20030N101 COMCAST CORP NEW CL A Stock 260972 6884 0 100
203607106 203607106 COMMUNITY BK SYS INC COM Stock 12913 246 0 100
20825C104 20825C104 CONOCOPHILLIPS COM Stock 17858 180 0 100
21036P108 21036P108 CONSTELLATION BRANDS INC CL A Stock 67767 300 0 100
21037T109 21037T109 CONSTELLATION ENERGY CORP COM Stock 4553 58 0 100
219350105 219350105 CORNING INC COM Stock 10584 300 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM Stock 290677 585 0 100
222795502 222795502 COUSINS PPTYS INC COM NEW REIT 1163607 54425 0 100
226718104 226718104 CRITEO S A SPONS ADS ADR 3151 100 0 100
22717L101 22717L101 CRONOS GROUP INC COM Stock 11640 6000 0 100
22822V101 22822V101 CROWN CASTLE INC COM REIT 2677 20 0 100
126408103 126408103 CSX CORP COM Stock 33802 1129 0 100
126650100 126650100 CVS HEALTH CORP COM Stock 166826 2245 0 100
M2682V108 M2682V108 CYBERARK SOFTWARE LTD SHS Stock 1184 8 0 100
23255M105 23255M105 CYCLERION THERAPEUTICS INC COM Stock 50 115 0 100
235851102 235851102 DANAHER CORPORATION COM Stock 198608 788 0 100
244199105 244199105 DEERE & CO COM Stock 19405 47 0 100
24906P109 24906P109 DENTSPLY SIRONA INC COM Stock 117840 3000 0 100
25243Q205 25243Q205 DIAGEO PLC SPON ADR NEW ADR 4892 27 0 100
254687106 254687106 DISNEY WALT CO COM Stock 470010 4694 0 100
256746108 256746108 DOLLAR TREE INC COM Stock 57420 400 0 100
25809K105 25809K105 DOORDASH INC CL A Stock 14301 225 0 100
260003108 260003108 DOVER CORP COM Stock 96178 633 0 100
27627N105 27627N105 EASTERN BANKSHARES INC COM Stock 11358 900 0 100
277432100 277432100 EASTMAN CHEM CO COM Stock 63677 755 0 100
G29183103 G29183103 EATON CORP PLC SHS Stock 37009 216 0 100
278642103 278642103 EBAY INC. COM Stock 54353 1225 0 100
036752103 036752103 ELEVANCE HEALTH INC COM Stock 17933 39 0 100
939653101 939653101 ELME COMMUNITIES SH BEN INT REIT 163866 9175 0 100
29082K105 29082K105 EMBECTA CORP COMMON STOCK Stock 10376 369 0 100
291011104 291011104 EMERSON ELEC CO COM Stock 107531 1234 0 100
81369Y506 81369Y506 ENERGY SELECT SECTOR SPDR FUND ETF 12971 157 0 100
29472R108 29472R108 EQUITY LIFESTYLE PPTYS INC COM REIT 4833 72 0 100
29670G102 29670G102 ESSENTIAL UTILS INC COM Stock 652568 14950 0 100
29786A106 29786A106 ETSY INC COM Stock 15364 138 0 100
30040W108 30040W108 EVERSOURCE ENERGY COM Stock 12130 155 0 100
30057T105 30057T105 EVOQUA WATER TECHNOLOGIES CORP COM Stock 23667 476 0 100
30161N101 30161N101 EXELON CORP COM Stock 7289 174 0 100
302130109 302130109 EXPEDITORS INTL WASH INC COM Stock 1843959 16745 0 100
30231G102 30231G102 EXXON MOBIL CORP COM Stock 519788 4740 0 100
303075105 303075105 FACTSET RESH SYS INC COM Stock 62264 150 0 100
311900104 311900104 FASTENAL CO COM Stock 37542 696 0 100
31428X106 31428X106 FEDEX CORP COM Stock 165655 725 0 100
316773100 316773100 FIFTH THIRD BANCORP COM Stock 92068 3456 0 100
81369Y605 81369Y605 FINANCIAL SELECT SECTOR SPDR FUND ETF 12056 375 0 100
32054K103 32054K103 FIRST INDL RLTY TR INC COM REIT 4682 88 0 100
33616C100 33616C100 FIRST REP BK SAN FRANCISCO CAL COM Stock 8618 616 0 100
336433107 336433107 FIRST SOLAR INC COM Stock 3048263 14015 0 100
358039105 358039105 FRESHPET INC COM Stock 397 6 0 100
363576109 363576109 GALLAGHER ARTHUR J & CO COM Stock 86281 451 0 100
36266G107 36266G107 GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Stock 78093 952 0 100
668771108 668771108 GEN DIGITAL INC COM Stock 1716 100 0 100
369604301 369604301 GENERAL ELECTRIC CO COM NEW Stock 283263 2963 0 100
370334104 370334104 GENERAL MLS INC COM Stock 3902275 45662 0 100
37045V100 37045V100 GENERAL MTRS CO COM Stock 660 18 0 100
372460105 372460105 GENUINE PARTS CO COM Stock 379292 2267 0 100
375558103 375558103 GILEAD SCIENCES INC COM Stock 1659 20 0 100
37954Y293 37954Y293 GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF ETF 17538 439 0 100
37954Y848 37954Y848 GLOBAL X SILVER MINERS ETF ETF 121190 3945 0 100
384802104 384802104 GRAINGER W W INC COM Stock 58549 85 0 100
39986L109 39986L109 GROWGENERATION CORP COM Stock 684 200 0 100
37733W204 37733W204 GSK PLC SPONSORED ADR ADR 7050533 198160 0 100
405217100 405217100 HAIN CELESTIAL GROUP INC Stock 758545 44230 0 100
405552100 405552100 HALEON PLC SPON ADS ADR 101628 12485 0 100
41068X100 41068X100 HANNON ARMSTRONG SUST INFR CAP COM REIT 5392588 188552 0 100
42226K105 42226K105 HEALTHCARE RLTY TR CL A COM REIT 2300599 119017 0 100
42250P103 42250P103 HEALTHPEAK PROPERTIES INC COM REIT 4822349 219497 0 100
422704106 422704106 HECLA MNG CO COM Stock 9495 1500 0 100
42328H109 42328H109 HELIOS TECHNOLOGIES INC COM Stock 771328 11794 0 100
427866108 427866108 HERSHEY CO COM Stock 296642 1166 0 100
42824C109 42824C109 HEWLETT PACKARD ENTERPRISE CO COM Stock 50976 3200 0 100
431284108 431284108 HIGHWOODS PPTYS INC COM REIT 47308 2040 0 100
433323102 433323102 HINGHAM INSTN SVGS MASS COM Stock 2924303 12527 0 100
436440101 436440101 HOLOGIC INC COM Stock 30263 375 0 100
437076102 437076102 HOME DEPOT INC Stock 1286133 4358 0 100
438516106 438516106 HONEYWELL INTL INC COM Stock 14907 78 0 100
440327104 440327104 HORACE MANN EDUCATORS CORP NEW COM Stock 25445 760 0 100
44107P104 44107P104 HOST HOTELS & RESORTS INC COM REIT 2160 131 0 100
40434L105 40434L105 HP INC COM Stock 93920 3200 0 100
443510607 443510607 HUBBELL INC COM Stock 555477 2283 0 100
445658107 445658107 HUNT J B TRANS SVCS INC COM Stock 11756 67 0 100
451107106 451107106 IDACORP INC COM Stock 137579 1270 0 100
452308109 452308109 ILLINOIS TOOL WKS INC COM Stock 1992882 8186 0 100
45259R103 45259R103 IMPACT SHARES AFFORDABLE HOUSING MBS ETF ETF 4332 250 0 100
45332Y109 45332Y109 INARI MED INC COM Stock 35068 568 0 100
45688C107 45688C107 INGEVITY CORP COM Stock 1216 17 0 100
45781V101 45781V101 INNOVATIVE INDL PPTYS INC COM REIT 12809 169 0 100
457669307 457669307 INSMED INC COM PAR $.01 Stock 1006 59 0 100
458140100 458140100 INTEL CORP COM Stock 303602 9293 0 100
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM Stock 3040370 23193 0 100
459506101 459506101 INTERNATIONAL FLAVORS&FRAGRANC COM Stock 74488 810 0 100
461202103 461202103 INTUIT COM Stock 1728929 3878 0 100
46120E602 46120E602 INTUITIVE SURGICAL INC COM NEW Stock 27591 108 0 100
46138J866 46138J866 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 52700 2500 0 100
46138J825 46138J825 INVESCO BULLETSHARES 2025 CORPORATE BOND ETF ETF 50700 2500 0 100
46138J791 46138J791 INVESCO BULLETSHARES 2026 CORPORATE BOND ETF ETF 47900 2500 0 100
46090E103 46090E103 INVESCO QQQ TRUST ETF 237488 20720 0 100
46138E115 46138E115 INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF ETF 19733 150 0 100
46137V142 46137V142 INVESCO WATER RESOURCES ETF ETF 7576 142 0 100
46137V134 46137V134 INVESCO WILDERHILL CLEAN ENERGY ETF ETF 1859 46 0 100
46266C105 46266C105 IQVIA HLDGS INC COM Stock 22673 114 0 100
46284V101 46284V101 IRON MTN INC DEL COM REIT 158730 3000 0 100
46333X108 46333X108 IRONWOOD PHARMACEUTICALS INC COM CL A Stock 7385 702 0 100
464288653 464288653 ISHARES 10-20 YEAR TREASURY BOND ETF ETF 179828 1570 0 100
464287432 464287432 ISHARES 20 YEAR TREASURY BOND ETF ETF 670131 6300 0 100
464288166 464288166 ISHARES AGENCY BOND ETF ETF 49430 457 0 100
46435G326 46435G326 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ETF 71657 1185 0 100
464287804 464287804 ISHARES CORE S&P SMALL CAP ETF ETF 77360 800 0 100
464287226 464287226 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 40454 406 0 100
464288570 464288570 ISHARES MSCI KLD 400 SOCIAL ETF ETF 7799 100 0 100
464288414 464288414 ISHARES NATIONAL MUNI BOND ETF ETF 56232 522 0 100
464287614 464287614 ISHARES RUSSELL 1000 GROWTH ETF ETF 192532 788 0 100
464287655 464287655 ISHARES RUSSELL 2000 ETF ETF 107040 600 0 100
46428Q109 46428Q109 ISHARES SILVER TRUST ETF 139467 6305 0 100
464287176 464287176 ISHARES TIPS BOND ETF ETF 96469 875 0 100
464288828 464288828 ISHARES U.S. HEALTHCARE PROVIDERS ETF ETF 12361 50 0 100
464288810 464288810 ISHARES U.S. MEDICAL DEVICES ETF ETF 58298 1080 0 100
46429B267 46429B267 ISHARES U.S. TREASURY BOND ETF ETF 631260 27000 0 100
478160104 478160104 JOHNSON & JOHNSON COM Stock 3749514 24190 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM Stock 289940 2225 0 100
48282T104 48282T104 KADANT INC COM Stock 797589 3825 0 100
49338L103 49338L103 KEYSIGHT TECHNOLOGIES INC COM Stock 380124 2354 0 100
49427F108 49427F108 KILROY RLTY CORP COM REIT 303556 9369 0 100
494368103 494368103 KIMBERLY-CLARK CORP COM Stock 137173 1022 0 100
49446R109 49446R109 KIMCO RLTY CORP COM REIT 2363 121 0 100
50155Q100 50155Q100 KYNDRYL HLDGS INC COMMON STOCK Stock 72088 4884 0 100
50540R409 50540R409 LABORATORY CORP AMER HLDGS COM NEW Stock 197072 859 0 100
511656100 511656100 LAKELAND FINL CORP COM Stock 78300 1250 0 100
512816109 512816109 LAMAR ADVERTISING CO NEW CL A REIT 2397 24 0 100
532457108 532457108 LILLY ELI & CO COM Stock 1335904 3890 0 100
53803X105 53803X105 LIVE OAK BANCSHARES INC COM Stock 390 16 0 100
53838J105 53838J105 LIVEWIRE GROUP INC COM Stock 13545 2100 0 100
53838J113 53838J113 LIVEWIRE GROUP INC WT EXP 092627 Stock 12 50 0 100
539830109 539830109 LOCKHEED MARTIN CORP COM Stock 18909 40 0 100
540424108 540424108 LOEWS CORP COM Stock 32665 563 0 100
548661107 548661107 LOWES COS INC COM Stock 318152 1591 0 100
50212V100 50212V100 LPL FINL HLDGS INC COM Stock 12751 63 0 100
550021109 550021109 LULULEMON ATHLETICA INC COM Stock 13111 36 0 100
56585A102 56585A102 MARATHON PETE CORP COM Stock 67819 503 0 100
57060D108 57060D108 MARKETAXESS HLDGS INC COM Stock 1956 5 0 100
571903202 571903202 MARRIOTT INTL INC NEW CL A Stock 63261 381 0 100
571748102 571748102 MARSH & MCLENNAN COS INC COM Stock 18321 110 0 100
574599106 574599106 MASCO CORP COM Stock 74580 1500 0 100
574795100 574795100 MASIMO CORP COM Stock 9042 49 0 100
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A Stock 255477 703 0 100
579780206 579780206 MCCORMICK & CO INC COM NON VTG Stock 2800236 33653 0 100
580135101 580135101 MCDONALDS CORP COM Stock 381668 1365 0 100
58155Q103 58155Q103 MCKESSON CORP COM Stock 141352 397 0 100
58933Y105 58933Y105 MERCK & CO INC COM Stock 1227922 11542 0 100
59001A102 59001A102 MERITAGE HOMES CORP COM Stock 1284 11 0 100
30303M102 30303M102 META PLATFORMS INC CL A Stock 12716 60 0 100
59156R108 59156R108 METLIFE INC COM Stock 5041 87 0 100
592688105 592688105 METTLER TOLEDO INTERNATIONAL COM Stock 328995 215 0 100
55274E102 55274E102 MFS SPL VALUE TR SH BEN INT CEF 5578 1325 0 100
595017104 595017104 MICROCHIP TECHNOLOGY INC. COM Stock 144688 1727 0 100
594918104 594918104 MICROSOFT CORP COM Stock 3876231 13445 0 100
59522J103 59522J103 MID-AMER APT CMNTYS INC COM REIT 738284 4888 0 100
596278101 596278101 MIDDLEBY CORP COM Stock 29322 200 0 100
596680108 596680108 MIDDLESEX WTR CO COM Stock 637537 8161 0 100
609207105 609207105 MONDELEZ INTL INC CL A Stock 27888 400 0 100
615369105 615369105 MOODYS CORP COM Stock 153010 500 0 100
553498106 553498106 MSA SAFETY INC COM Stock 1068 8 0 100
55354G100 55354G100 MSCI INC COM Stock 137124 245 0 100
62818Q104 62818Q104 MUSTANG BIO INC COM NEW Stock 3 7 0 100
63009R109 63009R109 NANOSTRING TECHNOLOGIES INC COM Stock 99 10 0 100
640491106 640491106 NEOGEN CORP COM Stock 149382 8066 0 100
64110L106 64110L106 NETFLIX INC COM Stock 2418 7 0 100
650111107 650111107 NEW YORK TIMES CO CL A Stock 14541 374 0 100
651639106 651639106 NEWMONT CORP COM Stock 73530 1500 0 100
65339F101 65339F101 NEXTERA ENERGY INC COM Stock 679075 8810 0 100
654106103 654106103 NIKE INC CL B Stock 176111 1436 0 100
654902204 654902204 NOKIA CORP SPONSORED ADR ADR 1126452 229420 0 100
G6564A105 G6564A105 NOMAD FOODS LTD USD ORD SHS Stock 5914213 315593 0 100
655844108 655844108 NORFOLK SOUTHN CORP COM Stock 116600 550 0 100
670100205 670100205 NOVO-NORDISK A S ADR ADR 3180572 19986 0 100
670657105 670657105 NUVEEN AMT FREE QLTY MUN INCME COM CEF 122000 10971 0 100
670695105 670695105 NUVEEN AMT-FREE MUN VALUE FD COM CEF 88510 6428 0 100
67062F100 67062F100 NUVEEN SELECT TAX-FREE INCOME SH BEN INT CEF 95206 6653 0 100
67066G104 67066G104 NVIDIA CORPORATION COM Stock 494431 1780 0 100
674599105 674599105 OCCIDENTAL PETE CORP COM Stock 12486 200 0 100
68213N109 68213N109 OMNICELL COM COM Stock 1408 24 0 100
682680103 682680103 ONEOK INC NEW COM Stock 9849 155 0 100
68389X105 68389X105 ORACLE CORP COM Stock 162787 1752 0 100
67103H107 67103H107 OREILLY AUTOMOTIVE INC COM Stock 466939 550 0 100
68622V106 68622V106 ORGANON & CO COMMON STOCK Stock 4983770 211895 0 100
686688102 686688102 ORMAT TECHNOLOGIES INC COM Stock 9749 115 0 100
68902V107 68902V107 OTIS WORLDWIDE CORP COM Stock 15276 181 0 100
69608A108 69608A108 PALANTIR TECHNOLOGIES INC CL A Stock 45208 5350 0 100
697435105 697435105 PALO ALTO NETWORKS INC COM Stock 52132 261 0 100
701094104 701094104 PARKER-HANNIFIN CORP COM Stock 33611 100 0 100
704326107 704326107 PAYCHEX INC COM Stock 444953 3883 0 100
70438V106 70438V106 PAYLOCITY HLDG CORP COM Stock 994 5 0 100
70450Y103 70450Y103 PAYPAL HLDGS INC COM Stock 114518 1508 0 100
70975L107 70975L107 PENUMBRA INC COM Stock 1115 4 0 100
713448108 713448108 PEPSICO INC COM Stock 2008344 11017 0 100
717081103 717081103 PFIZER INC COM Stock 527136 12920 0 100
718172109 718172109 PHILIP MORRIS INTL INC COM Stock 97 1 0 100
718546104 718546104 PHILLIPS 66 COM Stock 5576 55 0 100
71943U104 71943U104 PHYSICIANS RLTY TR COM REIT 6861382 459570 0 100
693475105 693475105 PNC FINL SVCS GROUP INC COM Stock 40037 315 0 100
693506107 693506107 PPG INDS INC COM Stock 78144 585 0 100
74144T108 74144T108 PRICE T ROWE GROUP INC COM Stock 39628 351 0 100
74251V102 74251V102 PRINCIPAL FINANCIAL GROUP INC COM Stock 48977 659 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM Stock 3117026 20963 0 100
743315103 743315103 PROGRESSIVE CORP COM Stock 8297 58 0 100
74340W103 74340W103 PROLOGIS INC. COM REIT 483983 3879 0 100
747525103 747525103 QUALCOMM INC COM Stock 61238 480 0 100
74834L100 74834L100 QUEST DIAGNOSTICS INC COM Stock 2188837 15471 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM Stock 155121 1584 0 100
75886F107 75886F107 REGENERON PHARMACEUTICALS COM Stock 6573 8 0 100
G7496G103 G7496G103 RENAISSANCERE HLDGS LTD COM Stock 252428 1260 0 100
760759100 760759100 REPUBLIC SVCS INC COM Stock 12170 90 0 100
76680R206 76680R206 RINGCENTRAL INC CL A Stock 3067 100 0 100
76954A103 76954A103 RIVIAN AUTOMOTIVE INC COM CL A Stock 1703 110 0 100
776696106 776696106 ROPER TECHNOLOGIES INC COM Stock 67426 153 0 100
78409V104 78409V104 S&P GLOBAL INC COM Stock 55163 160 0 100
79466L302 79466L302 SALESFORCE INC COM Stock 92099 461 0 100
800363103 800363103 SANDY SPRING BANCORP INC COM Stock 572 22 0 100
80105N105 80105N105 SANOFI SPONSORED ADR ADR 185572 3410 0 100
78410G104 78410G104 SBA COMMUNICATIONS CORP NEW CL A REIT 13315 51 0 100
808513105 808513105 SCHWAB CHARLES CORP COM Stock 585608 11180 0 100
808524862 808524862 SCHWAB SHORT-TERM US TREASURY ETF ETF 1239754 25410 0 100
808524300 808524300 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 16423 252 0 100
808524797 808524797 SCHWAB US DIVIDEND EQUITY ETF ETF 41409 566 0 100
81725T100 81725T100 SENSIENT TECHNOLOGIES CORP COM Stock 842 11 0 100
824348106 824348106 SHERWIN WILLIAMS CO COM Stock 103844 462 0 100
82509L107 82509L107 SHOPIFY INC CL A Stock 14382 300 0 100
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