CITY HOLDING CO Diversified Active

CIK: 0000726854 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 10, 2024

Total Value ($000): $620,451 (100.0% shares, 0.0% debt)

Holdings (491)

CHCO CITY HLDG CO COM 4.8%
Value ($000) $29,624 Shares 268,672 Est. Cost $35.64 Unrealized +158.0%
AAPL APPLE INC COM 4.2%
Value ($000) $25,887 Shares 134,460 Est. Cost $86.02 Unrealized +112.5%
MSFT MICROSOFT CORP COM 3.5%
Value ($000) $21,706 Shares 57,724 Est. Cost $55.31 Unrealized +533.4%
GOOGL ALPHABET INC CAP STK CL A 2.9%
Value ($000) $18,269 Shares 130,786 Est. Cost $107.88 Unrealized +23.6%
LLY LILLY ELI & CO COM 2.7%
Value ($000) $16,947 Shares 29,073 Est. Cost $61.05 Unrealized +842.1%
AMZN AMAZON COM INC COM 2.2%
Value ($000) $13,459 Shares 88,580 Est. Cost $124.21 Unrealized +12.9%
LOW LOWES COS INC COM 1.9%
Value ($000) $11,897 Shares 53,457 Est. Cost $54.81 Unrealized +255.3%
META META PLATFORMS INC (FB) 1.9%
Value ($000) $11,874 Shares 33,549 Est. Cost $185.86 Unrealized +74.0%
WMT WAL MART STORES INC COM 1.6%
Value ($000) $10,003 Shares 63,454 Est. Cost $26.88 Unrealized +92.1%
DE DEERE & CO COM 1.4%
Value ($000) $8,819 Shares 22,056 Est. Cost $119.38 Unrealized +205.9%
MCD MCDONALDS CORP COM 1.4%
Value ($000) $8,769 Shares 29,573 Est. Cost $106.06 Unrealized +143.9%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $8,547 Shares 58,327 Est. Cost $64.08 Unrealized +119.4%
WM WASTE MGMT INC DEL COM 1.4%
Value ($000) $8,463 Shares 47,255 Est. Cost $57.86 Unrealized +180.8%
MA MASTERCARD INC CL A 1.3%
Value ($000) $8,312 Shares 19,488 Est. Cost $215.73 Unrealized +84.1%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $7,533 Shares 75,351 Est. Cost $62.23 Unrealized +56.8%
JPM J P MORGAN CHASE & CO COM 1.2%
Value ($000) $7,383 Shares 43,402 Est. Cost $80.21 Unrealized +80.7%
HD HOME DEPOT INC COM 1.2%
Value ($000) $7,174 Shares 20,701 Est. Cost $135.13 Unrealized +117.4%
NVDA NVIDIA CORP COM 1.1%
Value ($000) $7,020 Shares 14,176 Est. Cost $25.36 Unrealized +82.7%
V VISA INC COM CL A 1.1%
Value ($000) $7,003 Shares 26,901 Est. Cost $134.60 Unrealized +80.3%
IWF ISHARES TR RUSSELL1000GRW 1.1%
Value ($000) $7,003 Shares 23,100 Est. Cost $178.18 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER (JAN) 1.1%
Value ($000) $6,551 Shares 175,965 Est. Cost $31.72 Unrealized
CAT CATERPILLAR INC DEL COM 1.1%
Value ($000) $6,517 Shares 22,042 Est. Cost $93.02 Unrealized +170.1%
AMD ADVANCED MICRO DEVICES INC COM 1.0%
Value ($000) $6,494 Shares 44,058 Est. Cost $101.95 Unrealized +15.6%
ABBV ABBVIE INC COM 1.0%
Value ($000) $6,183 Shares 39,896 Est. Cost $79.49 Unrealized +70.7%
UNH UNITEDHEALTH GROUP INC COM 1.0%
Value ($000) $6,171 Shares 11,722 Est. Cost $392.72 Unrealized +30.2%
KO COCA COLA CO COM 1.0%
Value ($000) $5,901 Shares 100,143 Est. Cost $32.35 Unrealized +64.6%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $5,860 Shares 39,289 Est. Cost $81.30 Unrealized +69.5%
PEP PEPSICO INC COM 0.9%
Value ($000) $5,773 Shares 33,989 Est. Cost $87.95 Unrealized +74.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $5,324 Shares 14,927 Est. Cost $226.25 Unrealized +55.1%
IWR I SHARES RUSSELL MID-CAP INDEX FD 0.8%
Value ($000) $5,065 Shares 65,167 Est. Cost $70.97 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.8%
Value ($000) $4,975 Shares 55,103 Est. Cost $106.74 Unrealized -19.2%
ADP AUTOMATIC DATA PROCESSING INCOM 0.8%
Value ($000) $4,955 Shares 21,270 Est. Cost $60.08 Unrealized +269.5%
ABT ABBOTT LABS COM 0.8%
Value ($000) $4,817 Shares 43,766 Est. Cost $36.91 Unrealized +160.3%
INTU INTUIT COM 0.8%
Value ($000) $4,682 Shares 7,491 Est. Cost $301.94 Unrealized +80.4%
IWM I SHARES RUSSELL 2000 INDEX ETF 0.8%
Value ($000) $4,666 Shares 23,247 Est. Cost $140.75 Unrealized
EFA ETF I-SHARES TRUST EAFE INDEX FUND 0.7%
Value ($000) $4,539 Shares 60,246 Est. Cost $66.44 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.7%
Value ($000) $4,539 Shares 12,936 Est. Cost $198.76 Unrealized +57.3%
SO SOUTHERN CO COM 0.7%
Value ($000) $4,417 Shares 63,006 Est. Cost $35.76 Unrealized +78.3%
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $4,342 Shares 27,703 Est. Cost $77.29 Unrealized +85.8%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $4,281 Shares 6,486 Est. Cost $495.24 Unrealized +15.8%
CMI CUMMINS INC COM 0.7%
Value ($000) $4,164 Shares 17,382 Est. Cost $150.87 Unrealized +43.7%
AFL AFLAC INC COM 0.6%
Value ($000) $4,005 Shares 48,546 Est. Cost $40.30 Unrealized +91.0%
EEM ISHARES TR INDEX MSCI EMERG MKT 0.6%
Value ($000) $3,958 Shares 98,467 Est. Cost $47.50 Unrealized
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $3,941 Shares 16,159 Est. Cost $107.73 Unrealized +99.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $3,909 Shares 14,107 Est. Cost $212.73 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.6%
Value ($000) $3,791 Shares 35,023 Est. Cost $91.72 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.6%
Value ($000) $3,689 Shares 40,905 Est. Cost $46.51 Unrealized +65.5%
SHYG I SHARES 0-5YR HIGH YIELD CORP BD 0.6%
Value ($000) $3,636 Shares 86,116 Est. Cost $45.63 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $3,487 Shares 37,396 Est. Cost $76.83 Unrealized -2.6%
VO VANGUARD INDEX FDS MID CAP ETF 0.5%
Value ($000) $3,252 Shares 13,979 Est. Cost $209.41 Unrealized
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $3,216 Shares 52,954 Est. Cost $57.34 Unrealized -6.8%
XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.5%
Value ($000) $3,157 Shares 83,989 Est. Cost $27.33 Unrealized
IWN ISHARES TR INDEX RUSL 2000 VALU 0.5%
Value ($000) $3,120 Shares 20,086 Est. Cost $112.52 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $3,002 Shares 12,657 Est. Cost $192.91 Unrealized
HON HONEYWELL INTL INC COM 0.5%
Value ($000) $2,988 Shares 14,251 Est. Cost $145.35 Unrealized +18.6%
STZ CONSTELLATION BRANDS INC CL A 0.5%
Value ($000) $2,979 Shares 12,324 Est. Cost $171.56 Unrealized +32.9%
AMGN AMGEN INC COM 0.5%
Value ($000) $2,974 Shares 10,325 Est. Cost $108.77 Unrealized +134.5%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.5%
Value ($000) $2,968 Shares 15,421 Est. Cost $72.77 Unrealized
DVY I SHARES SELECT DIVIDEND INDEX 0.5%
Value ($000) $2,913 Shares 24,851 Est. Cost $102.81 Unrealized
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $2,884 Shares 24,848 Est. Cost $62.07 Unrealized +76.8%
FPE FIRST TRUST SECURITIES AND INCOME ETF 0.5%
Value ($000) $2,846 Shares 168,777 Est. Cost $20.28 Unrealized
RDVY FIRST TR RISING DIVIDEND ACHIEVERS ETF 0.5%
Value ($000) $2,841 Shares 54,998 Est. Cost $49.01 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.4%
Value ($000) $2,780 Shares 10,155 Est. Cost $182.92 Unrealized
IWS ISHARES TR RUSSELL MCP VL 0.4%
Value ($000) $2,751 Shares 23,656 Est. Cost $77.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2,733 Shares 5,149 Est. Cost $542.21 Unrealized -11.3%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $2,697 Shares 20,257 Est. Cost $54.86 Unrealized +102.4%
LIN LINDE PLC SHS 0.4%
Value ($000) $2,685 Shares 6,537 Est. Cost $366.08 Unrealized +4.8%
SPY SPDR S&P 500 ETF TR TR UNIT 0.4%
Value ($000) $2,634 Shares 5,542 Est. Cost $213.14 Unrealized
TGT TARGET CORP COM 0.4%
Value ($000) $2,604 Shares 18,286 Est. Cost $97.63 Unrealized +15.8%
DHR DANAHER CORP 0.4%
Value ($000) $2,534 Shares 10,954 Est. Cost $221.62 Unrealized -5.1%
PMAR INNOVATOR ETFS TR S&P 500 POWER BUFFER (MAR) 0.4%
Value ($000) $2,453 Shares 68,895 Est. Cost $30.33 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.4%
Value ($000) $2,424 Shares 1,060 Est. Cost $39.50 Unrealized +5.3%
GAPR FIRST TR EXCHANGE ETF (APR) 0.4%
Value ($000) $2,352 Shares 71,875 Est. Cost $31.06 Unrealized
CSCO CISCO SYS INC COM 0.4%
Value ($000) $2,254 Shares 44,618 Est. Cost $18.20 Unrealized +163.7%
GMAR FIRST TR EXCHANGE ETF (MAR) 0.4%
Value ($000) $2,234 Shares 66,900 Est. Cost $30.65 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.4%
Value ($000) $2,214 Shares 14,083 Est. Cost $77.52 Unrealized +73.2%
ORCL ORACLE CORP COM 0.4%
Value ($000) $2,196 Shares 20,833 Est. Cost $50.23 Unrealized +112.4%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $2,180 Shares 57,831 Est. Cost $33.31 Unrealized -6.9%
RSG REPUBLIC SVCS INC COM 0.3%
Value ($000) $2,132 Shares 12,931 Est. Cost $95.02 Unrealized +59.2%
ISTB ISHARES CORE 1-5 YEAR USD BD ETF 0.3%
Value ($000) $2,088 Shares 43,899 Est. Cost $49.92 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $2,081 Shares 7,943 Est. Cost $110.55 Unrealized +105.6%
VV VANGUARD LARGE CAP ETF 0.3%
Value ($000) $2,063 Shares 9,458 Est. Cost $183.46 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.3%
Value ($000) $2,004 Shares 29,135 Est. Cost $55.64 Unrealized +0.9%
LMBS FIRST TRUST LOW DURATIONS OPPOS ETF 0.3%
Value ($000) $1,972 Shares 40,810 Est. Cost $47.76 Unrealized
CSX CSX CORP COM 0.3%
Value ($000) $1,966 Shares 56,736 Est. Cost $26.41 Unrealized +16.8%
GSEP ETF FIRST TR EXCHANGE (SEP) 0.3%
Value ($000) $1,954 Shares 61,810 Est. Cost $31.61 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.3%
Value ($000) $1,890 Shares 3,280 Est. Cost $426.51 Unrealized
BND VANGUARD TOTAL BOND MARKET 0.3%
Value ($000) $1,880 Shares 25,559 Est. Cost $79.90 Unrealized
MSCI MSCI INC COM 0.3%
Value ($000) $1,864 Shares 3,296 Est. Cost $501.35 Unrealized +0.4%
LHX L3 HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,852 Shares 8,793 Est. Cost $180.73 Unrealized -0.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,830 Shares 18,862 Est. Cost $55.21 Unrealized +51.9%
MRK MERCK & CO INC NEW COM 0.3%
Value ($000) $1,805 Shares 16,561 Est. Cost $65.17 Unrealized +48.5%
RWR ETF SPDR DOW JONES REIT 0.3%
Value ($000) $1,789 Shares 18,765 Est. Cost $89.32 Unrealized
PFF ISHARES TR US PFD STK IDX 0.3%
Value ($000) $1,751 Shares 56,167 Est. Cost $37.10 Unrealized
PSEP INNOVATOR ETFS TR US EQTY PWR BUF (SEP) 0.3%
Value ($000) $1,711 Shares 49,230 Est. Cost $27.81 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,701 Shares 15,668 Est. Cost $92.27 Unrealized +11.6%
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $1,667 Shares 11,234 Est. Cost $75.45 Unrealized +88.2%
ED CONSOLIDATED EDISON INC COM 0.3%
Value ($000) $1,648 Shares 18,115 Est. Cost $53.22 Unrealized +56.1%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,647 Shares 9,661 Est. Cost $55.96 Unrealized +160.0%
SYY SYSCO CORP 0.3%
Value ($000) $1,645 Shares 22,498 Est. Cost $27.97 Unrealized +132.0%
CDW CDW CORP COM 0.3%
Value ($000) $1,598 Shares 7,029 Est. Cost $133.53 Unrealized +54.3%
QQQ INVESCO QQQ TR UNIT SER 1 0.3%
Value ($000) $1,587 Shares 3,875 Est. Cost $326.15 Unrealized
GAUG ETF FIRST TR EXCHANGE (AUG) 0.3%
Value ($000) $1,564 Shares 49,550 Est. Cost $29.45 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $1,540 Shares 5,908 Est. Cost $194.09 Unrealized +10.2%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,527 Shares 15,685 Est. Cost $47.52 Unrealized +85.4%
GFEB FIRST TR EXCHANGE ETF (FEB) 0.2%
Value ($000) $1,513 Shares 45,800 Est. Cost $31.19 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $1,510 Shares 19,118 Est. Cost $60.44 Unrealized +8.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $1,503 Shares 28,675 Est. Cost $45.72 Unrealized
ADM ARCHER DANIELS MIDLAND 0.2%
Value ($000) $1,497 Shares 20,732 Est. Cost $52.48 Unrealized +29.2%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $1,479 Shares 10,881 Est. Cost $79.34 Unrealized +46.1%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $1,451 Shares 6,139 Est. Cost $71.58 Unrealized +179.6%
VOT ETF VANGUARD MID-CAP 0.2%
Value ($000) $1,443 Shares 6,571 Est. Cost $222.19 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,440 Shares 14,998 Est. Cost $92.19 Unrealized -0.0%
GNOV ETF FIRST TR EXCHANGE (NOV) 0.2%
Value ($000) $1,434 Shares 45,262 Est. Cost $31.69 Unrealized
INTERPUBLIC GROUP COS INC COM 0.2%
Value ($000) $1,406 Shares 43,096 Est. Cost $29.20 Unrealized -5.5%
PAPR INNOVATOR ETFS TR US EQT PWR BUF (APR) 0.2%
Value ($000) $1,395 Shares 42,700 Est. Cost $26.87 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 0.2%
Value ($000) $1,392 Shares 15,875 Est. Cost $90.59 Unrealized
TIP ISHARES BARCLAYS TIP BOND FUND 0.2%
Value ($000) $1,369 Shares 12,737 Est. Cost $127.33 Unrealized
VNQ VANGUARD INDEX FDS REIT ETF 0.2%
Value ($000) $1,351 Shares 15,290 Est. Cost $86.38 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,350 Shares 14,389 Est. Cost $57.97 Unrealized +50.5%
AVY AVERY DENNISON CORP COM 0.2%
Value ($000) $1,335 Shares 6,603 Est. Cost $182.31 Unrealized -1.5%
CME CME GROUP INC COM 0.2%
Value ($000) $1,335 Shares 6,338 Est. Cost $157.52 Unrealized +23.6%
FISV FISERV INC COM 0.2%
Value ($000) $1,327 Shares 9,992 Est. Cost $108.89 Unrealized +12.7%
GMAY FIRST TR EXCHANGE ETF (MAY) 0.2%
Value ($000) $1,319 Shares 40,100 Est. Cost $31.21 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $1,314 Shares 42,395 Est. Cost $29.67 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $1,303 Shares 25,927 Est. Cost $24.57 Unrealized +62.9%
PDEC INNOVATOR ETFS TR (PDEC) 0.2%
Value ($000) $1,285 Shares 36,608 Est. Cost $31.28 Unrealized
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.2%
Value ($000) $1,255 Shares 19,821 Est. Cost $47.14 Unrealized
VLTO VERALTO CORP COM SHS 0.2%
Value ($000) $1,229 Shares 14,938 Est. Cost $73.75 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $1,197 Shares 14,227 Est. Cost $56.01 Unrealized +35.0%
BAC BANK OF AMERICA CORPORATION COM 0.2%
Value ($000) $1,182 Shares 35,102 Est. Cost $20.57 Unrealized +34.3%
VRSK VERISK ANALYTICS INC COM 0.2%
Value ($000) $1,138 Shares 4,763 Est. Cost $151.07 Unrealized +54.5%
IJT ISHARES S&P SMALL CAP 600 GROWTH INDEX FUND 0.2%
Value ($000) $1,124 Shares 8,984 Est. Cost $124.79 Unrealized
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $1,123 Shares 7,680 Est. Cost $183.19 Unrealized -30.6%
D DOMINION RES INC VA NEW COM 0.2%
Value ($000) $1,100 Shares 23,400 Est. Cost $49.74 Unrealized -19.2%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,099 Shares 13,336 Est. Cost $70.53 Unrealized +1.3%
IJS ISHARES S&P SMALL CAP 600 VALUE INDEX FUND 0.2%
Value ($000) $1,052 Shares 10,205 Est. Cost $100.68 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.2%
Value ($000) $1,042 Shares 5,828 Est. Cost $151.99 Unrealized
GJUL FIRST TR EXCHANGE ETF (JULY) 0.2%
Value ($000) $1,015 Shares 31,650 Est. Cost $29.93 Unrealized
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,007 Shares 2,286 Est. Cost $392.47 Unrealized -1.1%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF (AUG) 0.2%
Value ($000) $1,001 Shares 29,993 Est. Cost $27.06 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $990 Shares 4,097 Est. Cost $268.03 Unrealized
IDXX IDEXX LABS INC COM 0.2%
Value ($000) $987 Shares 1,778 Est. Cost $577.77 Unrealized -18.7%
CTVA CORTEVA INC COM 0.2%
Value ($000) $971 Shares 20,269 Est. Cost $33.09 Unrealized +40.7%
BMY BRISTOL MYERS SQUIBB CO COM 0.2%
Value ($000) $968 Shares 18,865 Est. Cost $39.69 Unrealized +18.5%
POCT INNOVATOR ETFS TR S&P 500 POWER BUFFER (OCT) 0.2%
Value ($000) $945 Shares 26,172 Est. Cost $29.58 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $889 Shares 3,645 Est. Cost $98.36 Unrealized +140.4%
T AT&T INC 0.1%
Value ($000) $888 Shares 52,980 Est. Cost $13.29 Unrealized +7.0%
GRMN GARMIN LTD SHS 0.1%
Value ($000) $887 Shares 6,900 Est. Cost $85.38 Unrealized +30.8%
ODFL OLD DOMINION FREIGHT LINE INCOM 0.1%
Value ($000) $875 Shares 2,160 Est. Cost $170.50 Unrealized +14.8%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $852 Shares 14,828 Est. Cost $20.61 Unrealized +150.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $851 Shares 13,063 Est. Cost $36.51 Unrealized +63.0%
VWO VANGUARD INTL EQUITY INDEX EMERG MKT ETF 0.1%
Value ($000) $847 Shares 20,613 Est. Cost $40.84 Unrealized
HYG ISHARES TRUSTIBOXX HIGHYIELDCORPORATE BOND 0.1%
Value ($000) $845 Shares 10,921 Est. Cost $77.22 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value ($000) $836 Shares 5,057 Est. Cost $147.45 Unrealized
GJUN FIRST TR EXCHANGE ETF (JUNE) 0.1%
Value ($000) $827 Shares 26,000 Est. Cost $29.94 Unrealized
GOCT FIRST TR EXCHANGE ETF (OCT) CBOE VEST US EQUITY 0.1%
Value ($000) $824 Shares 25,480 Est. Cost $32.34 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $822 Shares 5,685 Est. Cost $124.02 Unrealized -4.6%
VOE VANGUARD MID-CAP VALUE 0.1%
Value ($000) $819 Shares 5,645 Est. Cost $134.43 Unrealized
DTE DTE ENERGY CO COM 0.1%
Value ($000) $807 Shares 7,322 Est. Cost $61.30 Unrealized +54.8%
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $799 Shares 9,120 Est. Cost $78.50 Unrealized +3.8%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX FUND 0.1%
Value ($000) $788 Shares 9,948 Est. Cost $87.05 Unrealized
DOW DOW INC 0.1%
Value ($000) $768 Shares 14,002 Est. Cost $37.13 Unrealized +20.3%
FTCS FIRST TRUST CAPITAL STRENGTHETF 0.1%
Value ($000) $746 Shares 9,323 Est. Cost $68.44 Unrealized
DTM DT MIDSTREAM INC 0.1%
Value ($000) $738 Shares 13,469 Est. Cost $39.22 Unrealized +29.3%
PFE PFIZER INC COM 0.1%
Value ($000) $717 Shares 24,894 Est. Cost $22.62 Unrealized +16.7%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.1%
Value ($000) $679 Shares 4,150 Est. Cost $104.16 Unrealized +35.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $678 Shares 8,505 Est. Cost $53.14 Unrealized +35.0%
VEA VANGUARD TAX MANAGED FDS VAN FTSE DEV MKT 0.1%
Value ($000) $673 Shares 14,050 Est. Cost $42.14 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $672 Shares 2,244 Est. Cost $244.84 Unrealized +14.7%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value ($000) $672 Shares 3,513 Est. Cost $157.37 Unrealized
VBR VANGUARD INDEX FDS SMALL CAP 0.1%
Value ($000) $664 Shares 3,691 Est. Cost $164.49 Unrealized
SPSB SPDR SERIES TRUST BARC SHT TR CP 0.1%
Value ($000) $658 Shares 22,094 Est. Cost $29.64 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $657 Shares 4,548 Est. Cost $149.71 Unrealized -11.7%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $648 Shares 4,943 Est. Cost $137.17 Unrealized -23.8%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $645 Shares 4,574 Est. Cost $108.94 Unrealized +23.6%
CHKP CHECK POINT SOFTWARE TECH LTORD 0.1%
Value ($000) $620 Shares 4,060 Est. Cost $128.34 Unrealized +10.1%
IVW ISHARES S&P 500 GROWTH INDEX FUND 0.1%
Value ($000) $606 Shares 8,067 Est. Cost $66.49 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $600 Shares 8,526 Est. Cost $70.14 Unrealized
CINF CINN FINCL CRPT OHIO 0.1%
Value ($000) $584 Shares 5,644 Est. Cost $65.63 Unrealized +46.4%
MAR MARRIOTT INTERNATION NEW CL A 0.1%
Value ($000) $568 Shares 2,517 Est. Cost $69.39 Unrealized +186.1%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $563 Shares 5,233 Est. Cost $116.34 Unrealized -22.9%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $563 Shares 1,806 Est. Cost $265.48 Unrealized -0.5%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $557 Shares 4,021 Est. Cost $62.71 Unrealized +104.9%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $556 Shares 15,062 Est. Cost $36.98 Unrealized -23.7%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $550 Shares 4,212 Est. Cost $90.47 Unrealized +32.3%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $543 Shares 1 Est. Cost $173485.66 Unrealized +207.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORP BD FD 0.1%
Value ($000) $528 Shares 4,774 Est. Cost $126.74 Unrealized
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $503 Shares 3,975 Est. Cost $172.76 Unrealized
PNOV INNOVATOR ETFS TR US EQTY PWR BUF(NOV) 0.1%
Value ($000) $492 Shares 14,300 Est. Cost $29.32 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.1%
Value ($000) $488 Shares 5,331 Est. Cost $85.01 Unrealized
KELLANOVA COM 0.1%
Value ($000) $481 Shares 8,611 Est. Cost $42.98 Unrealized +13.5%
DVA DAVITA HEALTHCARE PARTNERS ICOM 0.1%
Value ($000) $426 Shares 4,070 Est. Cost $104.54 Unrealized -11.6%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.1%
Value ($000) $418 Shares 4,989 Est. Cost $72.71 Unrealized
UBSI UNITED BANKSHARES INC WV 0.1%
Value ($000) $398 Shares 10,608 Est. Cost $35.95 Unrealized -11.6%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $396 Shares 2,560 Est. Cost $81.00 Unrealized +48.1%
NWSA NEWS CORP NEW CL A 0.1%
Value ($000) $394 Shares 16,067 Est. Cost $20.80 Unrealized +2.9%
TSLA TESLA MTRS INC COM 0.1%
Value ($000) $383 Shares 1,543 Est. Cost $266.13 Unrealized -10.7%
IYR ISHARES TR U.S. REAL ES ETF 0.1%
Value ($000) $383 Shares 4,186 Est. Cost $65.61 Unrealized
MET MET LIFE COMMON STOCK 0.1%
Value ($000) $363 Shares 5,493 Est. Cost $40.99 Unrealized +43.4%
XLV CEF SELECT SECTOR SPDR FUND HEALTHCARE BE 0.1%
Value ($000) $361 Shares 2,650 Est. Cost $121.31 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $361 Shares 4,033 Est. Cost $54.15 Unrealized +48.2%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $350 Shares 8,095 Est. Cost $32.33 Unrealized +2.4%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.1%
Value ($000) $350 Shares 2,053 Est. Cost $128.44 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $346 Shares 1,408 Est. Cost $104.23 Unrealized +100.7%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $344 Shares 729 Est. Cost $160.31 Unrealized +178.6%
AEP AMERICAN ELEC PWR INC COM 0.1%
Value ($000) $342 Shares 4,210 Est. Cost $45.05 Unrealized +59.2%
ETF MANAGERS TR PRIME CYBR SCRTY 0.1%
Value ($000) $336 Shares 5,570 Est. Cost $58.51 Unrealized
QCLN FIRST TRUST CLEAN EDGE GREENENERGY ETF 0.1%
Value ($000) $322 Shares 7,631 Est. Cost $68.39 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $307 Shares 1,640 Est. Cost $81.84 Unrealized +91.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $302 Shares 2,115 Est. Cost $133.89 Unrealized -7.4%
IVV ISHARES TR CORE S&P500 ETF 0.0%
Value ($000) $297 Shares 622 Est. Cost $272.06 Unrealized
IWP ISHARES TR RUSSELL MID CAP G 0.0%
Value ($000) $289 Shares 2,764 Est. Cost $106.06 Unrealized
IVE ISHARES S&P 500 VALUE INDEX FUND 0.0%
Value ($000) $284 Shares 1,635 Est. Cost $141.99 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $282 Shares 1,087 Est. Cost $103.57 Unrealized +126.2%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $281 Shares 5,564 Est. Cost $55.93 Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $275 Shares 2,531 Est. Cost $45.29 Unrealized +104.4%
PJUL INNOVATOR ETFS TR (JUL) 0.0%
Value ($000) $272 Shares 7,520 Est. Cost $30.12 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $268 Shares 614 Est. Cost $361.44 Unrealized
BP TRAVELCENTERS OF AMERICA INC SPONSORED ADR 0.0%
Value ($000) $268 Shares 7,570 Est. Cost $41.20 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $268 Shares 6,923 Est. Cost $38.12 Unrealized -11.9%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $260 Shares 1,156 Est. Cost $53.67 Unrealized +333.0%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $259 Shares 2,000 Est. Cost $79.83 Unrealized +25.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $252 Shares 19,845 Est. Cost $11.18 Unrealized -10.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $238 Shares 526 Est. Cost $154.82 Unrealized +169.6%
SHEL ROYAL DUTCH SHELL ADR 0.0%
Value ($000) $226 Shares 3,442 Est. Cost $55.07 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $217 Shares 1,900 Est. Cost $71.43 Unrealized +36.3%
MMM 3M CO COM 0.0%
Value ($000) $214 Shares 1,955 Est. Cost $98.67 Unrealized -23.4%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $213 Shares 2,962 Est. Cost $52.68 Unrealized +27.6%
FV FIRST TRUST DORSEY WRIGHT FOCUS ETF 0.0%
Value ($000) $211 Shares 4,100 Est. Cost $27.50 Unrealized
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $211 Shares 1,691 Est. Cost $105.41 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $200 Shares 4,963 Est. Cost $26.83 Unrealized +29.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $197 Shares 3,216 Est. Cost $167.82 Unrealized -65.9%
SLF SUN LIFE FINL INC COM 0.0%
Value ($000) $192 Shares 3,700 Est. Cost $40.02 Unrealized +23.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $190 Shares 200 Est. Cost $30.19 Unrealized +109.4%
AGG ISHARES CORE TOTAL US BOND MARKET ETF 0.0%
Value ($000) $187 Shares 1,884 Est. Cost $104.65 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $184 Shares 2,370 Est. Cost $123.55 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $177 Shares 1,885 Est. Cost $56.05 Unrealized +49.3%
AIA ISHARES TR ASIA 50 ETF 0.0%
Value ($000) $175 Shares 3,015 Est. Cost $88.27 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $161 Shares 520 Est. Cost $270.11 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORPCOM 0.0%
Value ($000) $157 Shares 3,019 Est. Cost $33.12 Unrealized +31.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $157 Shares 407 Est. Cost $141.04 Unrealized +125.3%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $156 Shares 1,400 Est. Cost $105.90 Unrealized
XLP SELECT SECTOR SPDR TR SBI CONS STPLS 0.0%
Value ($000) $154 Shares 2,137 Est. Cost $57.36 Unrealized
MDU MDU RESOURCES GROUP 0.0%
Value ($000) $152 Shares 7,705 Est. Cost $7.32 Unrealized +36.0%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $147 Shares 318 Est. Cost $112.08 Unrealized +263.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $144 Shares 1,120 Est. Cost $103.97 Unrealized +6.2%
WBD WARNER BROS DISCOVERY INC NPV 0.0%
Value ($000) $139 Shares 12,243 Est. Cost $18.55 Unrealized -41.8%
WSBC WESBANCO INC COM 0.0%
Value ($000) $138 Shares 4,415 Est. Cost $41.19 Unrealized -34.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $133 Shares 670 Est. Cost $114.60 Unrealized +50.3%
GSK GLAXOSMITHKLINE PLC 25P ADR 0.0%
Value ($000) $131 Shares 3,548 Est. Cost $29.33 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $130 Shares 5,985 Est. Cost $20.47 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $126 Shares 844 Est. Cost $140.61 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $124 Shares 1,608 Est. Cost $176.27 Unrealized -67.9%
XTL ETF SPDR S&P TELECOM 0.0%
Value ($000) $124 Shares 1,545 Est. Cost $56.04 Unrealized
LYV LIVE NATION INC 0.0%
Value ($000) $121 Shares 1,296 Est. Cost $85.17 Unrealized +1.0%
PIMCO MUN INCOME FD II COM 0.0%
Value ($000) $121 Shares 14,537 Est. Cost $13.65 Unrealized
IGF ISHARES TR GLB INFRASTR ETF 0.0%
Value ($000) $120 Shares 2,556 Est. Cost $48.13 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $114 Shares 1,403 Est. Cost $60.64 Unrealized +19.1%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $113 Shares 1,093 Est. Cost $70.93 Unrealized +22.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $111 Shares 596 Est. Cost $196.08 Unrealized -9.4%
SPYD SPDR PORTFOLIO S & P 500 HIGH DIVIDEND FD 0.0%
Value ($000) $111 Shares 2,833 Est. Cost $38.51 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $109 Shares 571 Est. Cost $83.71 Unrealized +99.1%
XLI SELECT SECTOR SPDR TR SBI INT-INDS 0.0%
Value ($000) $105 Shares 919 Est. Cost $92.50 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $104 Shares 1,350 Est. Cost $27.59 Unrealized +5.2%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $104 Shares 1,970 Est. Cost $52.65 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $101 Shares 1,980 Est. Cost $52.90 Unrealized
PMAY INNOVATOR ETFS TR S&P 500 POWER BUFFER (MAY) 0.0%
Value ($000) $100 Shares 3,165 Est. Cost $27.32 Unrealized
RXO RXO INC 0.0%
Value ($000) $99 Shares 4,265 Est. Cost $19.63 Unrealized +2.5%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $97 Shares 770 Est. Cost $47.39 Unrealized +128.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $97 Shares 555 Est. Cost $40.62 Unrealized +277.4%
FCNCA FIRST CTZNS BANCSHARES INC NCL A 0.0%
Value ($000) $95 Shares 67 Est. Cost $1392.36 Unrealized 0.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $95 Shares 85 Est. Cost $31.05 Unrealized +197.0%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $95 Shares 360 Est. Cost $168.61 Unrealized +32.6%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $94 Shares 1,210 Est. Cost $31.60 Unrealized +116.0%
BX BLACKSTONE INC 0.0%
Value ($000) $93 Shares 712 Est. Cost $69.24 Unrealized +47.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $93 Shares 200 Est. Cost $152.81 Unrealized +194.7%
EXC EXELON CORP COM 0.0%
Value ($000) $91 Shares 2,535 Est. Cost $16.79 Unrealized +111.5%
DIA SPDR DOW JONES INDL AVG UNIT SER 1 0.0%
Value ($000) $90 Shares 240 Est. Cost $173.44 Unrealized
EQIX EQUINIX INC COM PAR 0.001 0.0%
Value ($000) $90 Shares 112 Est. Cost $214.24 Unrealized +242.5%
BALL BALL CORP COM 0.0%
Value ($000) $88 Shares 1,532 Est. Cost $66.96 Unrealized -25.3%
FPX FIRST TRUST EXHANGE TRADED TRST EQUITY OPPORT E 0.0%
Value ($000) $86 Shares 900 Est. Cost $69.91 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FD 0.0%
Value ($000) $86 Shares 825 Est. Cost $65.96 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $86 Shares 381 Est. Cost $108.85 Unrealized +96.4%
CMCSA COMCAST CORPORTATION (NEW) 0.0%
Value ($000) $85 Shares 1,931 Est. Cost $30.49 Unrealized +31.5%
ESOA ENERGY SVCS OF AMERICA CORP COM 0.0%
Value ($000) $79 Shares 13,261 Est. Cost $2.83 Unrealized +56.9%
VHT VANGUARD WORLD FDS HEALTH CAR ETF 0.0%
Value ($000) $75 Shares 299 Est. Cost $132.76 Unrealized
CAG CONAGRA FOODS INC COM 0.0%
Value ($000) $73 Shares 2,560 Est. Cost $20.19 Unrealized +23.4%
PPG PPG INDS INC COM 0.0%
Value ($000) $72 Shares 480 Est. Cost $95.88 Unrealized +34.4%
GE GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $69 Shares 540 Est. Cost $63.31 Unrealized +44.5%
ET ENERGY TRANSFER EQUITY L P COM UT LTD PTN 0.0%
Value ($000) $68 Shares 4,963 Est. Cost $12.61 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE INDEX FUND 0.0%
Value ($000) $67 Shares 590 Est. Cost $121.67 Unrealized
QUAL I SHARES EDGE MSCI USA ETF 0.0%
Value ($000) $66 Shares 450 Est. Cost $134.87 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $64 Shares 1,475 Est. Cost $57.14 Unrealized -44.6%
EPD ENTERPRISE PRODS PARTNERS L P COM UNIT 0.0%
Value ($000) $63 Shares 2,410 Est. Cost $23.39 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $63 Shares 612 Est. Cost $57.66 Unrealized +44.5%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $63 Shares 294 Est. Cost $171.74 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $62 Shares 53 Est. Cost $108.47 Unrealized +827.9%
VMBS VANGUARD MTG BKD ETF 0.0%
Value ($000) $61 Shares 1,313 Est. Cost $46.36 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $61 Shares 1,720 Est. Cost $16.53 Unrealized +102.4%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $60 Shares 250 Est. Cost $73.05 Unrealized +195.1%
BIIB BIOGEN IDEC INC COM 0.0%
Value ($000) $58 Shares 225 Est. Cost $273.27 Unrealized -10.1%
FDX FEDEX CORP COM 0.0%
Value ($000) $58 Shares 230 Est. Cost $140.40 Unrealized +72.6%
VPU VANGUARD WORLD FDS UTILITIES ETF 0.0%
Value ($000) $58 Shares 423 Est. Cost $129.45 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $58 Shares 186 Est. Cost $286.02 Unrealized
WFC WELLS FARGO & CO NEW COM 0.0%
Value ($000) $57 Shares 1,160 Est. Cost $37.64 Unrealized +9.0%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $57 Shares 563 Est. Cost $86.69 Unrealized
HYLS FIRST TRUST EXCHANGE TRADED FD HIGH YIELD 0.0%
Value ($000) $56 Shares 1,355 Est. Cost $48.71 Unrealized
CP CANADIAN PAC KANS CITY LTD NPV 0.0%
Value ($000) $54 Shares 688 Est. Cost $77.51 Unrealized -6.9%
CSIQ CANADIAN SOLAR INC COM 0.0%
Value ($000) $54 Shares 2,059 Est. Cost $46.46 Unrealized -52.5%
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $51 Shares 653 Est. Cost $37.75 Unrealized +77.3%
KR KROGER CO COM 0.0%
Value ($000) $51 Shares 1,123 Est. Cost $27.62 Unrealized +53.5%
EWJ ISHARES INC MSCI JPN ETF NEW 0.0%
Value ($000) $51 Shares 800 Est. Cost $62.63 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $51 Shares 350 Est. Cost $116.65 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY FD 0.0%
Value ($000) $51 Shares 105 Est. Cost $361.90 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $51 Shares 700 Est. Cost $38.02 Unrealized +69.1%
PJUN INNOVATOR ETFS TR US EQTY PWR BUF (JUNE) 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $28.35 Unrealized
ZBH ZIMMER HOLDINGS, INC. 0.0%
Value ($000) $49 Shares 403 Est. Cost $122.33 Unrealized -10.6%
EMB ETF ISHARES JPM USD EM 0.0%
Value ($000) $49 Shares 548 Est. Cost $109.90 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $48 Shares 480 Est. Cost $25.62 Unrealized +69.3%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.0%
Value ($000) $45 Shares 542 Est. Cost $102.24 Unrealized
CHTR CHARTER COMMUNICATIONS INC NCL A 0.0%
Value ($000) $45 Shares 115 Est. Cost $304.98 Unrealized +33.7%
SPYG ETF SPDR PORT S&P 500 GROWTH 0.0%
Value ($000) $44 Shares 680 Est. Cost $54.92 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $44 Shares 1,195 Est. Cost $35.85 Unrealized -7.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $43 Shares 126 Est. Cost $265.00 Unrealized +12.5%
BLACKROCK ENHANCED EQT DIV TCOM 0.0%
Value ($000) $42 Shares 5,512 Est. Cost $7.91 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $42 Shares 808 Est. Cost $40.41 Unrealized +13.7%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $42 Shares 633 Est. Cost $44.43 Unrealized +28.0%
NCLH NORWEGIAN CRUISE LINE HLDG LSHS 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $23.91 Unrealized -32.9%
SRLN SSGA ACTIVE ETF TR BLACKSTONE SENR 0.0%
Value ($000) $40 Shares 953 Est. Cost $41.38 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $40 Shares 200 Est. Cost $348.46 Unrealized -51.5%
EMLP FIRST TRUST NORTH AMERICAN ENERGY FD 0.0%
Value ($000) $39 Shares 1,416 Est. Cost $27.68 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $39 Shares 2,100 Est. Cost $20.86 Unrealized -30.4%
CBRL CRACKER BARREL OLD CTRY STORCOM 0.0%
Value ($000) $39 Shares 500 Est. Cost $73.92 Unrealized -10.5%
EQT EQT CORP COM 0.0%
Value ($000) $38 Shares 988 Est. Cost $30.69 Unrealized +28.1%
ALLSPRING UTILITIES AND HIGHINCOME FUND 0.0%
Value ($000) $38 Shares 4,117 Est. Cost $11.80 Unrealized
IWB ISHARES TR RUSSELL 1000 0.0%
Value ($000) $38 Shares 143 Est. Cost $234.91 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $37 Shares 564 Est. Cost $11.34 Unrealized +152.9%
IWY I SHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $36 Shares 205 Est. Cost $134.18 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $36 Shares 500 Est. Cost $33.25 Unrealized +79.0%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $34 Shares 159 Est. Cost $20.83 Unrealized +784.3%
FMC F M C CORP COM NEW 0.0%
Value ($000) $34 Shares 536 Est. Cost $94.90 Unrealized -44.7%
HDV I SHARES HIGH DIVIDEND 0.0%
Value ($000) $33 Shares 325 Est. Cost $100.79 Unrealized
FEM FIRST TR TRADED ALPHADEX FD II 0.0%
Value ($000) $32 Shares 1,450 Est. Cost $27.83 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $32 Shares 186 Est. Cost $125.33 Unrealized +22.0%
VAC MARRIOTT VACATIONS WRLDWDE CCOM 0.0%
Value ($000) $32 Shares 373 Est. Cost $75.27 Unrealized +13.4%
HANCOCK JOHN PFD INCOME FD SH BEN INT 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $20.00 Unrealized
VVV VALVOLINE INC 0.0%
Value ($000) $31 Shares 823 Est. Cost $23.06 Unrealized +45.2%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $31 Shares 710 Est. Cost $38.24 Unrealized -0.4%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $30 Shares 2,850 Est. Cost $9.37 Unrealized
CPT CAMDEN PROPERTY TRUST REIT SBI 0.0%
Value ($000) $30 Shares 300 Est. Cost $47.98 Unrealized +77.6%
VXF VANGUARD I EXTENDED MARKET ETF 0.0%
Value ($000) $30 Shares 180 Est. Cost $177.78 Unrealized
IFV FIRST TRUST DORSEY WRIGHT INTER FOCUS ETF 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $22.33 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $28 Shares 793 Est. Cost $31.54 Unrealized -4.1%
SPEM SPDR PORTFOLIO EMEMRGIN MARKETS ETF 0.0%
Value ($000) $28 Shares 796 Est. Cost $34.38 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $28 Shares 447 Est. Cost $41.71 Unrealized +24.7%
AMLP ALPS ETF TR ALERIAN MLP 0.0%
Value ($000) $27 Shares 640 Est. Cost $31.25 Unrealized
LDOS LEIDOS HLDGS INC COM 0.0%
Value ($000) $27 Shares 250 Est. Cost $33.42 Unrealized +197.8%
PDBC INVESO OPTIMUM YLD DIVERSIFIED COMMODITY FD 0.0%
Value ($000) $27 Shares 2,025 Est. Cost $13.30 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $63.36 Unrealized
VGK VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF 0.0%
Value ($000) $26 Shares 400 Est. Cost $64.47 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $26 Shares 500 Est. Cost $44.76 Unrealized -7.6%
F FORD MTR CO DEL COM PAR 0.01 0.0%
Value ($000) $25 Shares 2,090 Est. Cost $8.20 Unrealized +17.5%
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.0%
Value ($000) $25 Shares 50 Est. Cost $245.06 Unrealized
IGSB ETF ISHARES 1-3 YEAR CCREDIT BOND FUND 0.0%
Value ($000) $25 Shares 490 Est. Cost $52.39 Unrealized
PRKS SEAWORLD ENTMT INC COM 0.0%
Value ($000) $24 Shares 450 Est. Cost $25.98 Unrealized +83.2%
KFY KORN/FERRY INTL COM NEW 0.0%
Value ($000) $24 Shares 400 Est. Cost $50.29 Unrealized -3.8%
EATON VANCE ENH EQTY INC FD COM 0.0%
Value ($000) $24 Shares 1,260 Est. Cost $13.49 Unrealized
ARI APOLLO COML REAL EST FIN INCCOM 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $11.00 Unrealized
NUVEEN PREFERRED INCOME SECURITIES 0.0%
Value ($000) $23 Shares 3,452 Est. Cost $6.76 Unrealized
PFEB INNOVATOR ETFS TR (FEB) 0.0%
Value ($000) $23 Shares 700 Est. Cost $26.67 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $78.88 Unrealized
FTSL FIRST TRUST SENIOR LOAN FD 0.0%
Value ($000) $22 Shares 482 Est. Cost $45.29 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $21 Shares 200 Est. Cost $78.52 Unrealized +13.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $20 Shares 182 Est. Cost $90.94 Unrealized 0.0%
IWO ISHARES TR RUSL 2000 GROW 0.0%
Value ($000) $20 Shares 80 Est. Cost $252.21 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $20 Shares 62 Est. Cost $672.34 Unrealized -53.4%
TAN INVESCO EXCHNG TRADED FD TR SOLAR ETF 0.0%
Value ($000) $20 Shares 375 Est. Cost $97.55 Unrealized
SIVR ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 0.0%
Value ($000) $20 Shares 875 Est. Cost $24.00 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $20 Shares 382 Est. Cost $49.39 Unrealized +3.7%
LAM RESEARCH CORP COM 0.0%
Value ($000) $20 Shares 25 Est. Cost $360.00 Unrealized
FCBC FIRST CMNTY BANCSHARES INC NCOM 0.0%
Value ($000) $19 Shares 525 Est. Cost $10.24 Unrealized +181.3%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $19 Shares 2,365 Est. Cost $6.18 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $10.15 Unrealized +48.2%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $55.80 Unrealized -6.3%
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $70.00 Unrealized
IYW ISHARES TR DJ US TECH SEC 0.0%
Value ($000) $18 Shares 150 Est. Cost $100.00 Unrealized
SUMMIT FINANCIAL GROUP INC COM 0.0%
Value ($000) $18 Shares 600 Est. Cost $28.33 Unrealized
HAIL SPDR SER TR S&P KENSHO SMART 0.0%
Value ($000) $16 Shares 520 Est. Cost $44.24 Unrealized
BATT AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF 0.0%
Value ($000) $15 Shares 1,455 Est. Cost $16.85 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $122.58 Unrealized +16.8%
IEX IDEX CORP COM 0.0%
Value ($000) $15 Shares 70 Est. Cost $84.95 Unrealized +130.8%
RY ROYAL BK CDA MONTREAL QUE COM 0.0%
Value ($000) $15 Shares 150 Est. Cost $66.31 Unrealized +32.9%
SPYV ETF SPDR PORT S&P 500 VALUE 0.0%
Value ($000) $15 Shares 315 Est. Cost $34.04 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value ($000) $15 Shares 280 Est. Cost $99.98 Unrealized
SPHB INVESCO EX S&P HIGH BETA ETF 0.0%
Value ($000) $14 Shares 175 Est. Cost $68.57 Unrealized
PBW INVESCO EX WILDERHILL CLEAN ENERGY 0.0%
Value ($000) $14 Shares 480 Est. Cost $52.62 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $14 Shares 350 Est. Cost $34.15 Unrealized -3.4%
RWX SPDR INDEX SHS FDS DJ INTL RL ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $38.01 Unrealized
FYC ALPHADEX SMALL CAP FUND 0.0%
Value ($000) $13 Shares 211 Est. Cost $47.39 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $13 Shares 419 Est. Cost $21.13 Unrealized +28.4%
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $12 Shares 145 Est. Cost $84.96 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $12 Shares 698 Est. Cost $14.92 Unrealized +2.8%
UNITED STATES STL CORP NEW COM 0.0%
Value ($000) $12 Shares 250 Est. Cost $22.38 Unrealized
PUTNAM MANAGED MUNICIPAL INCOME TRUST 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $7.50 Unrealized
IGLB I SHARES TR 10 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 230 Est. Cost $49.79 Unrealized
FTA FIRST TRUST LARGE CAP VALUE OPPORTUNITIES FD 0.0%
Value ($000) $12 Shares 165 Est. Cost $66.68 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.0%
Value ($000) $11 Shares 149 Est. Cost $75.17 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDNDLOW VOLATILITY 0.0%
Value ($000) $11 Shares 270 Est. Cost $42.25 Unrealized
JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 300 Est. Cost $16.67 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 138 Est. Cost $71.08 Unrealized -1.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $10 Shares 35 Est. Cost $118.33 Unrealized +13.0%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $10 Shares 12 Est. Cost $963.23 Unrealized +47.3%
WPM WHEATON PRECIOUS METALS CORPCOM 0.0%
Value ($000) $10 Shares 199 Est. Cost $18.25 Unrealized +143.7%
NFLX NETFLIX INC COM 0.0%
Value ($000) $10 Shares 20 Est. Cost $49.69 Unrealized -12.1%
FIRST TR INTER DUR PFD & IN COM 0.0%
Value ($000) $10 Shares 595 Est. Cost $22.64 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $9 Shares 501 Est. Cost $29.94 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.0%
Value ($000) $9 Shares 170 Est. Cost $48.99 Unrealized
MVBF MVB FINANCIAL CORP COM 0.0%
Value ($000) $9 Shares 380 Est. Cost $28.19 Unrealized -30.0%
PSK SPDR WELLS FARGO PFD STOCK 0.0%
Value ($000) $8 Shares 250 Est. Cost $44.00 Unrealized
BLV VANGUARD LONG TERM BOND FD 0.0%
Value ($000) $8 Shares 112 Est. Cost $67.05 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $673.02 Unrealized +12.4%
ETF MANAGERS TR TREATMENTS TSTNG 0.0%
Value ($000) $8 Shares 400 Est. Cost $27.50 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $8 Shares 114 Est. Cost $62.73 Unrealized -1.3%
EPP ISHARES INC MSCI PAC J IDX 0.0%
Value ($000) $8 Shares 175 Est. Cost $48.24 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $8 Shares 205 Est. Cost $43.94 Unrealized -29.9%
ING ING GROEP N V SPONSORED ADR 0.0%
Value ($000) $7 Shares 487 Est. Cost $14.35 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $102.63 Unrealized +8.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $7 Shares 114 Est. Cost $133.41 Unrealized -58.8%
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $7 Shares 198 Est. Cost $22.27 Unrealized +21.4%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $7 Shares 1,875 Est. Cost $10.48 Unrealized -64.2%
PCT PURECYCLE TECHNOLOGIS INC 0.0%
Value ($000) $7 Shares 1,613 Est. Cost $8.13 Unrealized -46.0%
KARS KRANESHARES TR ELEC VEH FUTUR 0.0%
Value ($000) $6 Shares 245 Est. Cost $36.73 Unrealized
PEBO PEOPLES BANCORP INC COM 0.0%
Value ($000) $6 Shares 185 Est. Cost $30.24 Unrealized -3.7%
EATON VANCE TAX MGD DIV EQUITY INCOME FUND 0.0%
Value ($000) $6 Shares 506 Est. Cost $12.80 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $6 Shares 25 Est. Cost $159.19 Unrealized +23.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $6 Shares 66 Est. Cost $84.06 Unrealized -9.3%
VCIT VANGUARD IMTERMEDIATE TERM CORP BD FD 0.0%
Value ($000) $6 Shares 68 Est. Cost $75.96 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $6 Shares 32 Est. Cost $62.92 Unrealized +139.5%
BAB INVESCO EXCHNG TRADED FD TR TAXABLE MUN BD 0.0%
Value ($000) $5 Shares 189 Est. Cost $31.75 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $5 Shares 7 Est. Cost $90.05 Unrealized +40.0%
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $86.81 Unrealized
NIO ADR NIO INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $21.56 Unrealized
TAGS ETF TEUCRIUM AGRICULTURAL FDCOMMODIT 0.0%
Value ($000) $4 Shares 150 Est. Cost $30.00 Unrealized
EFV ISHARES EAFE VALUE ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $48.93 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $38.08 Unrealized +93.4%
NLY ANNALY CAP COM 0.0%
Value ($000) $4 Shares 212 Est. Cost $16.91 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $133.25 Unrealized -36.9%
MARATHON OIL CORP 0.0%
Value ($000) $4 Shares 147 Est. Cost $11.93 Unrealized
ETF MANAGERS TR ALTERNATIVE HARVEST 0.0%
Value ($000) $3 Shares 1,070 Est. Cost $14.35 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.28 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $3 Shares 350 Est. Cost $34.02 Unrealized -77.4%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $91.03 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $53.72 Unrealized +36.3%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $35.66 Unrealized 0.0%
RAMP LIVERAMP HLDGS INC COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $23.11 Unrealized +39.0%
SPLUNK INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $75.71 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $3 Shares 125 Est. Cost $15.96 Unrealized 0.0%
ORMP ORAMED PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $2 Shares 1,070 Est. Cost $10.66 Unrealized -81.3%
JNK SPDR SERIE BLOOMBERG BARCLAYS HIGH YIELD BD ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $107.59 Unrealized
EVERBRIDGE INC COM 0.0%
Value ($000) $2 Shares 96 Est. Cost $30.80 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.94 Unrealized +8.4%
PIEDMONT LITHIUM INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $53.33 Unrealized
NIKOLA CORP 0.0%
Value ($000) $2 Shares 2,100 Est. Cost $8.12 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $86.03 Unrealized -11.3%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $199.77 Unrealized -5.7%
FLAHERTY &CRUMRINE PREFERRED SECURITIES INCOME 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
NWL NEWELL RUBBERMAID INC COM 0.0%
Value ($000) $1 Shares 157 Est. Cost $23.01 Unrealized -69.9%
BLBD BLUE BIRD CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.59 Unrealized 0.0%
PARAMOUNT GLOBAL USD 0.0%
Value ($000) $1 Shares 90 Est. Cost $32.92 Unrealized
FXI ISHARES TR CHINA LG-CAP ETF 0.0%
Value ($000) $1 Shares 55 Est. Cost $36.36 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $152.82 Unrealized -79.8%
VOD VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 0.0%
Value ($000) $1 Shares 135 Est. Cost $19.35 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $1 Shares 15 Est. Cost $79.91 Unrealized -22.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 600 Est. Cost $10.83 Unrealized -86.9%
STEM INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $35.48 Unrealized -30.9%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 166 Est. Cost $12.01 Unrealized
XLC SELECT SECTOR COMMUNICATIONS 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.50 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 201 Est. Cost $5.47 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 35 Est. Cost $59.27 Unrealized -71.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.18 Unrealized -19.3%
WALGREENS BOOTS ALLIANCE INCCOM 0.0%
Value ($000) $1 Shares 20 Est. Cost $42.70 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $115.22 Unrealized -83.7%
BARRICK GOLD CORP COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $16.93 Unrealized
ALPP ALPINE 4 HLDGS INC USD 0.0%
Value ($000) $0 Shares 214 Est. Cost $2.66 Unrealized -68.8%
VBI VACCINES INC CDA COM NEW 0.0%
Value ($000) $0 Shares 33 Est. Cost $3.27 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.42 Unrealized -41.2%
SNDL SNDL INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $1.52 Unrealized -0.9%
IBIO IBIO INC CON NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.38 Unrealized 0.0%
AGEAGLE AERIAL SYSTEMS 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.20 Unrealized