Berkshire Hathaway Inc BRK.B | $53.77M | 8.9 | 127,870 | +2.65% | +$1.39M | 0.94 | |
| Plymouth Industrial REIT, Inc. PLYM | $33.73M | 0.46 | 208,730 | +530.6% | +$28.38M | 0.59 | |
| Westinghouse Air Brake Technologies Corporation WAB | $33.02M | 0.31 | 548,748 | New | +$33.02M | 0.58 | |
| Raymond James Financial, Inc. RJF | $47.62M | 0.24 | 488,258 | +3,480.65% | +$46.29M | 0.83 | |
| United Rentals, Inc. URI | $49.86M | 0.15 | 100,781 | +15,100.75% | +$49.53M | 0.87 | |
| Markel Corporation MKL | $21.38M | 0.11 | 14,050 | -2.63% | -$578,162.40 | 0.38 | |
Brookfield Corporation BN | $46.45M | 0.07 | 1.11M | +4.35% | +$1.94M | 0.81 | |
| Automatic Data Processing, Inc. ADP | $42.06M | 0.04 | 168,428 | +13.27% | +$4.93M | 0.74 | |
| Medtronic plc MDT | $43.59M | 0.04 | 500,225 | +5.53% | +$2.28M | 0.76 | |
| ConocoPhillips COP | $45.36M | 0.03 | 356,365 | +8.47% | +$3.54M | 0.8 | |
| Comcast Corporation CMCSA | $43.79M | 0.03 | 1.01M | +8.64% | +$3.48M | 0.77 | |
| PepsiCo, Inc. PEP | $42.36M | 0.02 | 242,033 | +7.09% | +$2.81M | 0.74 | |
| Merck & Co., Inc. MRK | $61.4M | 0.02 | 465,337 | +1.74% | +$1.05M | 1.08 | |
| McDonald's Corporation MCD | $27.13M | 0.01 | 96,227 | +10.22% | +$2.52M | 0.48 | |
| SBA Communications Corporation SBAC | $191.58M | 0.01 | 12,971 | +2,619.29% | +$184.54M | 3.36 | |
| Johnson & Johnson JNJ | $44.71M | 0.01 | 282,624 | +8.27% | +$3.41M | 0.78 | |
| Mastercard Incorporated MA | $50.12M | 0.01 | 104,066 | +3.97% | +$1.92M | 0.88 | |
| The Home Depot, Inc. HD | $33.55M | 0.01 | 87,474 | +4.13% | +$1.33M | 0.59 | |
| The Procter & Gamble Company PG | $40.45M | 0.01 | 195,575 | +1,681.36% | +$38.18M | 0.71 | |
Unilever PLC UL | $33.86M | 0.01 | 137,682 | +4,591.04% | +$33.14M | 0.59 | |
| Verisk Analytics, Inc. VRSK | $382.17M | 0.01 | 9,108 | +5,226.32% | +$375M | 6.7 | |
| Philip Morris International Inc. PM | $7.57M | 0.01 | 82,649 | -0.77% | -$58,820.18 | 0.13 | |
| Union Pacific Corporation UNP | $780.56M | <0.01 | 21,809 | -83.69% | -$4.01B | 13.68 | |
| Alphabet Inc. GOOG | $48.71M | <0.01 | 319,897 | +7.86% | +$3.55M | 0.85 | |
| UnitedHealth Group Incorporated UNH | $1.12B | <0.01 | 21,731 | -76.94% | -$3.75B | 19.7 | |
| Stryker Corporation SYK | $656.26M | <0.01 | 8,084 | +4,519.43% | +$642.05M | 11.5 | |
| Microsoft Corporation MSFT | $69.19M | <0.01 | 164,455 | -1.47% | -$1.03M | 1.21 | |
Spotify Technology S.A. SPOT | $61.02M | <0.01 | 3,000 | +14,900% | +$60.61M | 1.07 | |
| Apple Inc. AAPL | $48.64M | <0.01 | 283,624 | +1.85% | +$883,980.35 | 0.85 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $8.87M | <0.01 | 48,575 | +532.49% | +$7.47M | 0.16 | |
SPDR Gold Shares GLD | $56.28M | <0.01 | 107,589 | +690.98% | +$49.16M | 0.99 | |
| Starbucks Corporation SBUX | $19.31M | <0.01 | 950 | -88.3% | -$145.81M | 0.34 | |
| Visa Inc. V | $33.86M | <0.01 | 600 | -96.99% | -$1.09B | 0.59 | |
| Enterprise Products Partners L.P. EPD | $10.89M | <0.01 | 373,216 | +7.47% | +$756,900.03 | 0.19 | |
iShares MSCI EAFE ETF EFA | $13.89M | <0.01 | 173,878 | -0.28% | -$39,450.74 | 0.24 | |
| Willis Towers Watson Public Limited Company WTW | $12.12M | <0.01 | 241 | +44.31% | +$3.72M | 0.21 | |
iShares Russell Mid-Cap Value ETF IWS | $58.79M | <0.01 | 469,101 | +0.31% | +$181,352.34 | 1.03 | |
iShares Core S&P 500 ETF IVV | $345.6M | <0.01 | 657,375 | -2.75% | -$9.79M | 6.06 | |
Vanguard Value Index Fund VTV | $25.49M | <0.01 | 19,605 | -66.47% | -$50.52M | 0.45 | |
iShares Core S&P Total U.S. Stock Market ETF ITOT | $61.71M | <0.01 | 535,203 | -0.09% | -$55,459.30 | 1.08 | |
Vanguard Total World Stock Index Fund VT | $9.21M | <0.01 | 56,561 | -69.88% | -$21.37M | 0.16 | |
| Thermo Fisher Scientific Inc. TMO | $153.02M | <0.01 | 1,670 | -34.64% | -$81.09M | 2.68 | |
iShares Core MSCI Emerging Markets ETF IEMG | $41.65M | <0.01 | 807,151 | +2.51% | +$1.02M | 0.73 | |
iShares Core MSCI EAFE ETF IEFA | $123.49M | <0.01 | 1.66M | +0.97% | +$1.19M | 2.16 | |
Vanguard 500 Index Fund VOO | $42.07M | <0.01 | 579 | -98.44% | -$2.65B | 0.74 | |
SPDR S&P 500 ETF Trust SPY | $169.75M | <0.01 | 3,604 | -96.61% | -$4.83B | 2.98 | |
iShares MSCI ACWI ex U.S. ETF ACWX | $16.56M | <0.01 | 310,104 | -0.49% | -$82,007.04 | 0.29 | |
Vanguard Dividend Appreciation Index Fund VIG | $57.64M | <0.01 | 1,380 | -97.34% | -$2.11B | 1.01 | |
Vanguard Information Technology Index Fund VGT | $40.93M | <0.01 | 502 | +164.21% | +$25.44M | 0.72 | |
Shopify Inc. SHOP | $39.66M | <0.01 | 3,449 | +3,957.65% | +$38.69M | 0.7 |