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| Apple Inc | 11.85% 301,785 | $58,537,225,000 | 18.09% |
| Berkshire Hathaway Inc. | 11.27% 40,011 | $13,643,607,000 | 4.22% |
| Wells Fargo Co New | Opened 8,202 | $9,448,391,000 | 2.92% |
| Costco Whsl Corp New | 5.89% 17,198 | $9,258,845,000 | 2.86% |
| Bank America Corp | Opened 6,853 | $8,030,683,000 | 2.48% |
| Microsoft Corporation | 24.12% 22,902 | $7,798,908,000 | 2.41% |
| Alphabet Inc | 2,205.83% 90,550 | $10,919,365,000 | 3.37% |
| Starbucks Corp. | 5.45% 71,379 | $7,070,770,000 | 2.18% |
| Spdr S&p 500 Etf Tr | 22.11% 15,830 | $7,016,916,000 | 2.17% |
| Nike, Inc. | 8.27% 56,449 | $6,230,258,000 | 1.92% |
| NVIDIA Corp | 251.37% 14,125 | $5,974,964,000 | 1.85% |
| Abbott Labs | 44.07% 50,657 | $5,522,659,000 | 1.71% |
| Pepsico Inc | 46.77% 29,286 | $5,424,311,000 | 1.68% |
| Visa Inc | 19.08% 21,908 | $5,202,646,000 | 1.61% |
| Amazon.com Inc. | 2,515.16% 38,652 | $5,038,731,000 | 1.56% |
| Salesforce Inc | 3.08% 21,059 | $4,448,861,000 | 1.37% |
| Meta Platforms Inc | 8.76% 14,804 | $4,248,404,000 | 1.31% |
| Vanguard Scottsdale Fds | Opened 59,264 | $3,476,426,000 | 1.07% |
| JPMorgan Chase & Co. | 27.53% 23,495 | $3,417,092,000 | 1.06% |
| Mastercard Incorporated | 15.93% 8,355 | $3,285,970,000 | 1.02% |
| Chevron Corp. | 5.86% 20,718 | $3,259,966,000 | 1.01% |
| Lululemon Athletica inc. | 15.01% 8,216 | $3,109,738,000 | 0.96% |
| Disney Walt Co | 12.10% 34,733 | $3,100,979,000 | 0.96% |
| Waste Mgmt Inc Del | 96.74% 17,589 | $3,050,223,000 | 0.94% |
| Coca-Cola Co | 29.78% 50,255 | $3,026,341,000 | 0.94% |
| AMGEN Inc. | 19.43% 13,567 | $3,012,161,000 | 0.93% |
| Adams Diversified Equity Fd | 18.43% 176,951 | $2,974,549,000 | 0.92% |
| Ishares Tr | 19.56% 19,314 | $3,851,545,000 | 1.19% |
| Adobe Systems Incorporated | 5.53% 5,516 | $2,697,195,000 | 0.83% |
| Home Depot, Inc. | 5.47% 8,463 | $2,628,852,000 | 0.81% |
| Iron Mtn Inc Del | 25.81% 44,546 | $2,531,111,000 | 0.78% |
| Broadcom Inc. | 14.57% 2,893 | $2,509,622,000 | 0.78% |
| Unitedhealth Group Inc | 50.87% 5,006 | $2,406,046,000 | 0.74% |
| Johnson & Johnson | 74.59% 14,397 | $2,382,976,000 | 0.74% |
| Fortinet Inc | 420.91% 31,385 | $2,372,392,000 | 0.73% |
| Caterpillar Inc. | 12.93% 9,051 | $2,227,113,000 | 0.69% |
| Royce Value Tr Inc | 12.25% 158,926 | $2,193,172,000 | 0.68% |
| Cintas Corporation | 29.56% 4,339 | $2,156,666,000 | 0.67% |
| Procter And Gamble Co | 0.54% 12,947 | $1,964,627,000 | 0.61% |
| Mcdonalds Corp | 58.03% 6,179 | $1,843,856,000 | 0.57% |
| EA Series Trust | Opened 102,338 | $1,824,687,000 | 0.56% |
| Abbvie Inc | 74.88% 13,289 | $1,790,444,000 | 0.55% |
| Lockheed Martin Corp. | 10.54% 3,785 | $1,742,449,000 | 0.54% |
| Crown Castle Inc | 21.32% 15,259 | $1,738,577,000 | 0.54% |
| Mondelez International Inc. | 40.37% 23,680 | $1,727,239,000 | 0.53% |
| Generac Holdings Inc | 23.49% 11,433 | $1,705,003,000 | 0.53% |
| American Tower Corp. | 50.69% 8,746 | $1,696,233,000 | 0.52% |
| Tri Contl Corp | 14.96% 61,758 | $1,693,398,000 | 0.52% |
| Dimensional Etf Trust | Opened 93,174 | $2,623,584,000 | 0.81% |
| Autozone Inc. | Opened 645 | $1,608,217,000 | 0.50% |
| Hershey Company | 4.99% 6,316 | $1,577,216,000 | 0.49% |
| Walmart Inc | 18.65% 9,770 | $1,535,583,000 | 0.47% |
| Northrop Grumman Corp. | 33.64% 3,305 | $1,506,439,000 | 0.47% |
| Wp Carey Inc | 41.98% 22,014 | $1,487,248,000 | 0.46% |
| Avalonbay Cmntys Inc | 65.96% 7,790 | $1,474,321,000 | 0.46% |
| Intuit Inc | 30.98% 3,171 | $1,452,783,000 | 0.45% |
| Vici Pptys Inc | Opened 45,992 | $1,445,513,000 | 0.45% |
| Realty Income Corp. | 55.11% 23,447 | $1,401,906,000 | 0.43% |
| Goldman Sachs Group, Inc. | 50.88% 3,941 | $1,271,172,000 | 0.39% |
| Bank America Corp | 76.37% 43,463 | $1,246,967,000 | 0.39% |
| Philip Morris International Inc | 46.67% 12,690 | $1,238,823,000 | 0.38% |
| Exxon Mobil Corp. | 9.18% 11,225 | $1,203,887,000 | 0.37% |
| Yum Brands Inc. | 70.63% 8,646 | $1,197,858,000 | 0.37% |
| Public Storage. | 92.51% 3,935 | $1,148,477,000 | 0.35% |
| Tesla Inc | 604.26% 4,134 | $1,082,157,000 | 0.33% |
| Rollins, Inc. | 6.18% 25,007 | $1,071,046,000 | 0.33% |
| Texas Instrs Inc | 5.27% 5,930 | $1,067,477,000 | 0.33% |
| Equity Residential | 33.84% 16,087 | $1,061,236,000 | 0.33% |
| Lilly Eli & Co | 18.26% 2,220 | $1,041,042,000 | 0.32% |
| United Rentals, Inc. | Opened 2,251 | $1,002,695,000 | 0.31% |
| Netflix Inc. | 30.28% 2,048 | $902,275,000 | 0.28% |
| PayPal Holdings Inc | 5.88% 13,056 | $871,247,000 | 0.27% |
| Astrazeneca plc | 50.04% 12,147 | $869,396,000 | 0.27% |
| Cohen & Steers Reit & Pfd & | 34.74% 44,444 | $843,984,000 | 0.26% |
| Snap-on, Inc. | 33.20% 2,910 | $838,577,000 | 0.26% |
| HCA Healthcare Inc | 152.76% 2,750 | $834,621,000 | 0.26% |
| Raytheon Technologies Corp | 8.21% 8,498 | $832,423,000 | 0.26% |
| Liberty All Star Equity Fd | 12.95% 127,909 | $827,568,000 | 0.26% |
| Verizon Communications Inc | 6.70% 22,085 | $821,340,000 | 0.25% |
| Oracle Corp. | 13.61% 6,693 | $797,091,000 | 0.25% |
| MSCI Inc | 119.17% 1,681 | $789,057,000 | 0.24% |
| American Express Co. | 23.10% 4,529 | $788,939,000 | 0.24% |
| Sun Cmntys Inc | 56.39% 6,021 | $785,546,000 | 0.24% |
| Vanguard Index Fds | Opened 1,916 | $780,316,000 | 0.24% |
| Prologis Inc | 206.87% 6,343 | $777,854,000 | 0.24% |
| Merck & Co Inc | 8.93% 6,674 | $770,140,000 | 0.24% |
| Deere & Co. | 27.79% 1,881 | $762,310,000 | 0.24% |
| Essex Ppty Tr Inc | 30.22% 2,999 | $702,647,000 | 0.22% |
| Honeywell International Inc | 103.56% 3,377 | $700,724,000 | 0.22% |
| MGM Resorts International | Opened 15,305 | $672,196,000 | 0.21% |
| Blackrock Res & Commodities | 18.28% 73,238 | $664,266,000 | 0.21% |
| Stanley Black & Decker Inc | Opened 7,075 | $663,020,000 | 0.20% |
| Eaton Corp Plc | 15.12% 3,190 | $641,456,000 | 0.20% |
| ServiceNow Inc | 101.25% 1,131 | $635,588,000 | 0.20% |
| Palo Alto Networks Inc | Opened 2,486 | $635,198,000 | 0.20% |
| Tjx Cos Inc New | 3.29% 7,305 | $619,416,000 | 0.19% |
| Intercontinental Exchange In | 76.69% 5,426 | $613,617,000 | 0.19% |
| United Parcel Service, Inc. | 26.22% 3,259 | $584,224,000 | 0.18% |
| Intuitive Surgical Inc | 254.28% 1,697 | $580,272,000 | 0.18% |
| Equity Lifestyle Pptys Inc | 25.83% 8,272 | $553,305,000 | 0.17% |
| Duke Energy Corp. | 20.11% 6,051 | $543,054,000 | 0.17% |
| Ford Mtr Co Del | 87.86% 35,304 | $534,147,000 | 0.17% |
| Cisco Sys Inc | 18.09% 9,891 | $511,747,000 | 0.16% |
| Emerson Elec Co | 16.39% 5,645 | $510,261,000 | 0.16% |
| Bristol-Myers Squibb Co. | 2.61% 7,950 | $508,398,000 | 0.16% |
| Nasdaq Inc | Opened 10,170 | $506,996,000 | 0.16% |
| Digital Rlty Tr Inc | 39.91% 4,182 | $476,192,000 | 0.15% |
| Target Corp | 78.27% 3,544 | $467,408,000 | 0.14% |
| Vanguard World Fds | 11.62% 1,019 | $450,477,000 | 0.14% |
| AT&T Inc. | 5.12% 27,929 | $445,467,000 | 0.14% |
| Lear Corp. | Opened 3,021 | $433,641,000 | 0.13% |
| Intel Corp. | 59.20% 12,648 | $422,963,000 | 0.13% |
| Dow Inc | Opened 7,716 | $410,964,000 | 0.13% |
| Pfizer Inc. | 78.36% 11,201 | $410,856,000 | 0.13% |
| Fedex Corp | 14.28% 1,657 | $410,763,000 | 0.13% |
| Equinix Inc | 98.48% 524 | $410,574,000 | 0.13% |
| Lyondellbasell Industries N | Opened 4,435 | $407,231,000 | 0.13% |
| The Southern Co. | Opened 5,719 | $401,731,000 | 0.12% |
| CME Group Inc | 111.44% 2,163 | $400,859,000 | 0.12% |
| Boeing Co. | 18.38% 1,843 | $389,218,000 | 0.12% |
| Comcast Corp New | 17.25% 9,184 | $381,584,000 | 0.12% |
| Blackrock Munihldngs Cali Ql | Opened 34,931 | $379,006,000 | 0.12% |
| Wells Fargo Co New | 39.92% 8,713 | $371,871,000 | 0.11% |
| Nuveen Ca Qualty Mun Income | 56.11% 33,608 | $366,997,000 | 0.11% |
| Bank New York Mellon Corp | Opened 8,101 | $360,670,000 | 0.11% |
| Loews Corp. | No change 6,000 | $356,280,000 | 0.11% |
| HP Inc | 4.45% 11,531 | $354,112,000 | 0.11% |
| Dutch Bros Inc. | Opened 11,894 | $338,384,000 | 0.10% |
| Allstate Corp (The) | Opened 3,040 | $331,483,000 | 0.10% |
| Becton Dickinson & Co. | 11.31% 1,215 | $320,849,000 | 0.10% |
| CSX Corp. | 3.96% 9,342 | $318,557,000 | 0.10% |
| Block Inc | 1.34% 4,581 | $304,957,000 | 0.09% |
| Zoetis Inc | Opened 1,763 | $303,663,000 | 0.09% |
| 3M Co. | 10.82% 3,018 | $302,112,000 | 0.09% |
| Spdr Gold Tr | Opened 1,627 | $290,045,000 | 0.09% |
| Applied Matls Inc | 1.43% 1,990 | $287,565,000 | 0.09% |
| Lowes Cos Inc | Opened 1,272 | $287,057,000 | 0.09% |
| Paychex Inc. | Opened 2,555 | $285,807,000 | 0.09% |
| Consolidated Edison, Inc. | 22.42% 3,155 | $285,181,000 | 0.09% |
| Cohen & Steers Total Return | 10.80% 24,524 | $280,070,000 | 0.09% |
| Deckers Outdoor Corp. | Opened 509 | $268,579,000 | 0.08% |
| Federal Rlty Invt Tr New | Opened 2,766 | $267,621,000 | 0.08% |
| Stryker Corp. | $262,451,000 | 0.08% |
| Blackstone Inc | Opened 2,682 | $249,325,000 | 0.08% |
| Pioneer Nat Res Co | Opened 1,199 | $248,413,000 | 0.08% |
| Sempra | 29.86% 1,635 | $238,040,000 | 0.07% |
| Chipotle Mexican Grill | Opened 110 | $235,290,000 | 0.07% |
| Kellogg Co | Opened 3,462 | $233,360,000 | 0.07% |
| Dollar Gen Corp New | Opened 1,357 | $230,351,000 | 0.07% |
| Bunge Limited | Opened 2,385 | $225,070,000 | 0.07% |
| Prudential Finl Inc | Opened 2,475 | $218,383,000 | 0.07% |
| Danaher Corp. | Opened 903 | $216,731,000 | 0.07% |
| NNN REIT Inc | Opened 5,054 | $216,276,000 | 0.07% |
| Allspring Global Dividend Op | 18.98% 49,244 | $214,209,000 | 0.07% |
| Walgreens Boots Alliance Inc | Opened 7,496 | $213,561,000 | 0.07% |
| Vanguard World Fd | Opened 2,709 | $212,250,000 | 0.07% |
| Americold Realty Trust Inc | 65.82% 6,459 | $208,619,000 | 0.06% |
| Vanguard Malvern Fds | Opened 4,377 | $207,557,000 | 0.06% |
| Kimco Rlty Corp | Opened 10,207 | $201,279,000 | 0.06% |
| Invesco Calif Value Mun Inco | 51.21% 19,552 | $187,313,000 | 0.06% |
| Nuveen California Muni Vlu F | 60.82% 13,810 | $118,076,000 | 0.04% |
| United Sec Bancshares Calif | No change 16,951 | $112,894,000 | 0.03% |
| Predictive Oncology Inc. | Opened 20,835 | $101,258,000 | 0.03% |
| Aemetis Inc | Opened 10,000 | $73,300,000 | 0.02% |
| Super League Gaming, Inc. | 142.33% 32,995 | $12,545,000 | 0.00% |
| Akebia Therapeutics Inc. | Opened 10,000 | $9,150,000 | 0.00% |
| Amcor Plc | Closed 559,712 | $6,414,000 |
| Barclays Bank PLC | Closed 44,757 | $1,319,000 |
| Blackrock Muniyield Calif Qu | Closed 82,698 | $1,302,000 |
| Vanguard Intl Equity Index F | Closed 9,307 | $1,270,000 |
| Ishares Tr | Closed 17,353 | $957,000 |
| Match Group Inc. | Closed 4,964 | $800,000 |
| Workday Inc | Closed 2,670 | $637,000 |
| Store Cap Corp | Closed 16,086 | $555,000 |
| IAC Inc | Closed 3,420 | $527,000 |
| Peloton Interactive Inc | Closed 4,060 | $504,000 |
| Moderna Inc | Closed 1,918 | $451,000 |
| Shopify Inc | Closed 292 | $427,000 |
| Edison Intl | Closed 6,958 | $402,000 |
| Ps Business Pks Inc Calif | Closed 2,438 | $361,000 |
| Take-two Interactive Softwar | Closed 2,005 | $355,000 |
| Global Pmts Inc | Closed 1,867 | $350,000 |
| Skyworks Solutions, Inc. | Closed 1,603 | $307,000 |
| Vaneck Vectors Etf Tr | Closed 15,149 | $301,000 |
| Veeva Sys Inc | Closed 927 | $288,000 |
| Liberty Media Corp. | Closed 9,700 | $274,000 |
| International Business Machs | Closed 1,806 | $265,000 |
| Vimeo Inc | Closed 5,119 | $251,000 |
| Altria Group Inc. | Closed 5,169 | $246,000 |
| Agilent Technologies Inc. | Closed 1,619 | $239,000 |
| Xilinx, Inc. | Closed 1,600 | $231,000 |
| Utz Brands, Inc. | Closed 10,203 | $222,000 |
| Zebra Technologies Corporati | Closed 415 | $220,000 |
| Blackrock Cr Allocation Inco | Closed 13,838 | $216,000 |
| Washington Tr Bancorp Inc | Closed 4,176 | $214,000 |
| Plumas Bancorp. | Closed 6,579 | $211,000 |
| Nuveen California Amt Qlt Mu | Closed 12,769 | $208,000 |
| Federal Rlty Invt Tr | Closed 1,753 | $205,000 |
| Blackrock Muniholdings Fd In | Closed 11,758 | $197,000 |
| Blackrock Corpor Hi Yld Fd I | Closed 13,650 | $168,000 |
| Boulder Growth & Income Fd I | Closed 10,941 | $148,000 |
| Putnam Master Inter Income T | Closed 12,070 | $51,000 |
| No transactions found |
| Showing first 500 out of 202 holdings |
