ST GERMAIN D J CO INC Diversified Active

CIK: 0000831571 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Sep 7, 2023

Total Value ($000): $1,893,533 (100.0% shares, 0.0% debt)

Holdings (730)

SPBO SPDR PORTFOLIO CORPORATE BOND ETF 6.3%
Value ($000) $118,553 Shares 4,105,745 Est. Cost $17.57 Unrealized
AAPL APPLE INC 6.1%
Value ($000) $115,118 Shares 593,486 Est. Cost $94.42 Unrealized +82.2%
SPYM SPDR PORTFOLIO S&P 500 ETF 5.4%
Value ($000) $102,416 Shares 1,965,376 Est. Cost $50.12 Unrealized
JPUS JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF 3.2%
Value ($000) $60,187 Shares 615,588 Est. Cost $66.29 Unrealized
GOOGL ALPHABET INC CL A 2.9%
Value ($000) $55,093 Shares 460,259 Est. Cost $92.19 Unrealized +23.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.3%
Value ($000) $43,914 Shares 128,780 Est. Cost $209.98 Unrealized +55.4%
MBB ISHARES MBS ETF 2.0%
Value ($000) $38,679 Shares 414,722 Est. Cost $107.06 Unrealized
SLB SCHLUMBERGER LTD COM STK 1.8%
Value ($000) $34,750 Shares 707,459 Est. Cost $30.61 Unrealized +45.4%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 1.7%
Value ($000) $31,879 Shares 639,498 Est. Cost $44.25 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $30,397 Shares 89,262 Est. Cost $156.54 Unrealized +96.3%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $30,343 Shares 208,626 Est. Cost $63.47 Unrealized +104.3%
PG PROCTER AND GAMBLE 1.6%
Value ($000) $30,310 Shares 199,752 Est. Cost $84.48 Unrealized +67.3%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $29,618 Shares 178,941 Est. Cost $97.84 Unrealized +52.2%
META META PLATFORMS INC CL A 1.5%
Value ($000) $28,441 Shares 99,104 Est. Cost $169.07 Unrealized +44.9%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 1.5%
Value ($000) $27,606 Shares 349,313 Est. Cost $88.39 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1.4%
Value ($000) $27,057 Shares 842,625 Est. Cost $25.84 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $26,912 Shares 389,301 Est. Cost $64.94 Unrealized -1.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 1.4%
Value ($000) $26,358 Shares 766,664 Est. Cost $40.10 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1.3%
Value ($000) $23,846 Shares 981,701 Est. Cost $10.52 Unrealized
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $23,459 Shares 106,553 Est. Cost $132.98 Unrealized
CB CHUBB LIMITED COM 1.2%
Value ($000) $22,542 Shares 117,064 Est. Cost $131.30 Unrealized +44.6%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $22,538 Shares 435,601 Est. Cost $19.22 Unrealized +136.7%
CMBS ISHARES CMBS ETF 1.2%
Value ($000) $22,358 Shares 487,577 Est. Cost $47.42 Unrealized
NFLX NETFLIX INC COM 1.2%
Value ($000) $22,195 Shares 50,386 Est. Cost $34.66 Unrealized +6.3%
BKNG BOOKING HOLDINGS INC COM 1.1%
Value ($000) $20,717 Shares 7,672 Est. Cost $1922.72 Unrealized +35.2%
CMI CUMMINS INC COM 1.0%
Value ($000) $19,125 Shares 78,011 Est. Cost $94.59 Unrealized +125.1%
NVO NOVO-NORDISK A S ADR 1.0%
Value ($000) $18,919 Shares 116,904 Est. Cost $40.35 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 1.0%
Value ($000) $18,694 Shares 179,816 Est. Cost $94.92 Unrealized +0.7%
SPMB SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 1.0%
Value ($000) $18,564 Shares 847,269 Est. Cost $20.39 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.0%
Value ($000) $18,480 Shares 320,105 Est. Cost $28.94 Unrealized
AMGN AMGEN INC COM 0.9%
Value ($000) $17,793 Shares 80,142 Est. Cost $120.34 Unrealized +77.5%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $17,365 Shares 226,406 Est. Cost $40.36 Unrealized +92.0%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $17,020 Shares 158,692 Est. Cost $58.98 Unrealized +68.9%
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $16,870 Shares 84,819 Est. Cost $126.29 Unrealized
FTV FORTIVE CORP COM 0.9%
Value ($000) $16,663 Shares 222,856 Est. Cost $44.28 Unrealized +12.8%
ORCL ORACLE CORP COM 0.9%
Value ($000) $16,196 Shares 135,995 Est. Cost $31.53 Unrealized +218.4%
VZ VERIZON COMMUNICATIONS 0.8%
Value ($000) $15,774 Shares 424,141 Est. Cost $35.69 Unrealized -12.6%
PANW PALO ALTO NETWORKS INC COM 0.8%
Value ($000) $15,565 Shares 60,919 Est. Cost $64.01 Unrealized +62.6%
BLACKROCK INC COM 0.8%
Value ($000) $15,366 Shares 22,233 Est. Cost $377.76 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.8%
Value ($000) $15,166 Shares 681,313 Est. Cost $21.73 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.8%
Value ($000) $15,162 Shares 216,761 Est. Cost $32.20 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $14,986 Shares 80,909 Est. Cost $68.90 Unrealized +147.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.8%
Value ($000) $14,281 Shares 438,865 Est. Cost $35.55 Unrealized
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $14,188 Shares 53,742 Est. Cost $170.59 Unrealized +41.8%
AMZN AMAZON.COM 0.7%
Value ($000) $13,994 Shares 107,350 Est. Cost $113.02 Unrealized +1.0%
UBER UBER TECHNOLOGIES INC COM 0.7%
Value ($000) $13,734 Shares 318,129 Est. Cost $38.82 Unrealized -4.2%
QCOM QUALCOMM INC COM 0.7%
Value ($000) $13,603 Shares 114,271 Est. Cost $46.18 Unrealized +134.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $12,942 Shares 262,571 Est. Cost $23.32 Unrealized
WFC WELLS FARGO CO NEW COM 0.7%
Value ($000) $12,724 Shares 298,119 Est. Cost $36.63 Unrealized +2.8%
FAF FIRST AMERN FINL CORP COM 0.6%
Value ($000) $12,094 Shares 212,096 Est. Cost $44.11 Unrealized +16.5%
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $11,629 Shares 26,233 Est. Cost $236.43 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.6%
Value ($000) $11,600 Shares 298,661 Est. Cost $38.14 Unrealized
BMO BANK MONTREAL QUE COM 0.6%
Value ($000) $11,302 Shares 125,148 Est. Cost $36.46 Unrealized +116.9%
SPIP SPDR PORTFOLIO TIPS ETF 0.6%
Value ($000) $11,103 Shares 429,667 Est. Cost $31.05 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $10,945 Shares 90,475 Est. Cost $92.61 Unrealized +24.1%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.6%
Value ($000) $10,634 Shares 73,038 Est. Cost $112.92 Unrealized +17.5%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.6%
Value ($000) $10,466 Shares 369,966 Est. Cost $17.95 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.5%
Value ($000) $10,303 Shares 224,507 Est. Cost $38.84 Unrealized
WMT WALMART INC 0.5%
Value ($000) $10,204 Shares 64,919 Est. Cost $40.79 Unrealized +20.0%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $10,088 Shares 20,989 Est. Cost $224.43 Unrealized +107.1%
ABBV ABBVIE INC 0.5%
Value ($000) $9,568 Shares 71,013 Est. Cost $99.84 Unrealized +33.9%
TJX TJX COS INC NEW COM 0.5%
Value ($000) $8,599 Shares 101,418 Est. Cost $53.70 Unrealized +41.8%
INTC INTEL CORP 0.5%
Value ($000) $8,546 Shares 255,551 Est. Cost $36.34 Unrealized -15.5%
BX BLACKSTONE INC 0.4%
Value ($000) $8,414 Shares 90,505 Est. Cost $61.65 Unrealized +30.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.4%
Value ($000) $8,365 Shares 365,269 Est. Cost $25.55 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.4%
Value ($000) $8,047 Shares 308,891 Est. Cost $12.87 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.4%
Value ($000) $7,763 Shares 168,793 Est. Cost $23.61 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.4%
Value ($000) $7,626 Shares 300,582 Est. Cost $0.02 Unrealized
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $6,995 Shares 40,155 Est. Cost $75.93 Unrealized +105.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value ($000) $6,927 Shares 64,902 Est. Cost $42.18 Unrealized
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.4%
Value ($000) $6,842 Shares 370,634 Est. Cost $8.08 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $6,799 Shares 91,627 Est. Cost $66.98 Unrealized +4.5%
XYZ BLOCK INC CL A 0.4%
Value ($000) $6,786 Shares 101,932 Est. Cost $158.88 Unrealized -60.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $6,612 Shares 87,500 Est. Cost $80.43 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $6,353 Shares 20,451 Est. Cost $183.72 Unrealized +50.4%
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $6,313 Shares 55,421 Est. Cost $93.87 Unrealized +10.8%
V VISA INC COM CL A 0.3%
Value ($000) $6,227 Shares 26,220 Est. Cost $144.25 Unrealized +55.6%
GLW CORNING INC COM 0.3%
Value ($000) $6,025 Shares 171,936 Est. Cost $19.31 Unrealized +58.4%
PFE PFIZER INC COM 0.3%
Value ($000) $5,142 Shares 140,196 Est. Cost $31.80 Unrealized +4.5%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,967 Shares 16,646 Est. Cost $143.78 Unrealized +89.9%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $4,938 Shares 20,062 Est. Cost $200.50 Unrealized +11.1%
RMD RESMED INC COM 0.3%
Value ($000) $4,911 Shares 22,475 Est. Cost $189.32 Unrealized +14.8%
CME CME GROUP INC COM 0.3%
Value ($000) $4,882 Shares 26,349 Est. Cost $156.53 Unrealized +6.4%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.3%
Value ($000) $4,846 Shares 157,886 Est. Cost $30.58 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $4,715 Shares 51,354 Est. Cost $87.84 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $4,568 Shares 98,916 Est. Cost $37.29 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.2%
Value ($000) $4,567 Shares 97,057 Est. Cost $37.65 Unrealized
CRM SALESFORCE COM 0.2%
Value ($000) $4,481 Shares 21,210 Est. Cost $169.50 Unrealized +19.0%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.2%
Value ($000) $4,422 Shares 163,542 Est. Cost $26.91 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $4,177 Shares 73,702 Est. Cost $50.63 Unrealized -0.4%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.2%
Value ($000) $4,160 Shares 124,296 Est. Cost $40.40 Unrealized
MRK MERCK & CO INC COM 0.2%
Value ($000) $4,153 Shares 35,994 Est. Cost $66.27 Unrealized +57.6%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.2%
Value ($000) $4,103 Shares 171,604 Est. Cost $18.16 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $4,057 Shares 7,536 Est. Cost $264.37 Unrealized +84.3%
VIG VANGUARD DIVIDEND APPREC INDEX FUND 0.2%
Value ($000) $3,807 Shares 23,440 Est. Cost $110.52 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,683 Shares 27,750 Est. Cost $99.15 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.2%
Value ($000) $3,453 Shares 134,451 Est. Cost $25.55 Unrealized
AOS SMITH A O CORP COM 0.2%
Value ($000) $3,372 Shares 46,335 Est. Cost $54.78 Unrealized +19.3%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $3,153 Shares 21,811 Est. Cost $46.82 Unrealized +161.2%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.2%
Value ($000) $3,146 Shares 90,803 Est. Cost $26.09 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $3,076 Shares 34,455 Est. Cost $133.49 Unrealized -30.7%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $2,894 Shares 25,835 Est. Cost $96.42 Unrealized 0.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $2,780 Shares 89,886 Est. Cost $32.79 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $2,736 Shares 12,450 Est. Cost $126.12 Unrealized +61.2%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $2,711 Shares 30,767 Est. Cost $58.10 Unrealized +36.6%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $2,572 Shares 34,247 Est. Cost $53.23 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $2,486 Shares 6,568 Est. Cost $271.36 Unrealized +36.0%
MTB M & T BK CORP COM 0.1%
Value ($000) $2,432 Shares 19,649 Est. Cost $141.94 Unrealized -22.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,358 Shares 21,625 Est. Cost $71.01 Unrealized +42.9%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.1%
Value ($000) $2,327 Shares 27,647 Est. Cost $58.08 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $2,307 Shares 8,154 Est. Cost $56.97 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.1%
Value ($000) $2,255 Shares 42,451 Est. Cost $47.51 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,231 Shares 10,905 Est. Cost $160.48 Unrealized +16.5%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $2,202 Shares 10,949 Est. Cost $94.31 Unrealized +80.6%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,977 Shares 9,528 Est. Cost $131.17 Unrealized +33.8%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,900 Shares 12,073 Est. Cost $113.47 Unrealized +26.2%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $1,801 Shares 39,019 Est. Cost $49.66 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,801 Shares 10,003 Est. Cost $109.49 Unrealized +45.3%
AFL AFLAC INC COM 0.1%
Value ($000) $1,748 Shares 25,047 Est. Cost $33.14 Unrealized +90.8%
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $1,729 Shares 68,529 Est. Cost $24.78 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,685 Shares 6,736 Est. Cost $124.78 Unrealized +76.0%
NKE NIKE INC CL B 0.1%
Value ($000) $1,661 Shares 15,050 Est. Cost $77.74 Unrealized +43.2%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,641 Shares 6,668 Est. Cost $158.52 Unrealized +34.9%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,579 Shares 38,004 Est. Cost $37.21 Unrealized -1.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,544 Shares 7,889 Est. Cost $180.55 Unrealized +0.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,528 Shares 11,417 Est. Cost $107.77 Unrealized +9.5%
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.1%
Value ($000) $1,494 Shares 24,102 Est. Cost $29.67 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $1,472 Shares 18,786 Est. Cost $51.46 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $1,470 Shares 3,297 Est. Cost $257.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,456 Shares 22,770 Est. Cost $52.08 Unrealized +13.2%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,410 Shares 19,886 Est. Cost $68.59 Unrealized -3.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,410 Shares 15,600 Est. Cost $56.98 Unrealized +40.5%
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,397 Shares 14,260 Est. Cost $90.27 Unrealized +2.2%
NWBI NORTHWEST BANCSHARES INC MD COM 0.1%
Value ($000) $1,377 Shares 129,905 Est. Cost $6.22 Unrealized +48.2%
KO COCA COLA CO COM 0.1%
Value ($000) $1,355 Shares 22,496 Est. Cost $38.22 Unrealized +50.1%
MMM 3M CO COM 0.1%
Value ($000) $1,351 Shares 13,497 Est. Cost $111.81 Unrealized -30.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,327 Shares 7,084 Est. Cost $109.28 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,306 Shares 2,836 Est. Cost $251.55 Unrealized +71.5%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,264 Shares 9,158 Est. Cost $101.75 Unrealized +23.6%
NYF ISHARES NEW YORK MUNI BOND ETF 0.1%
Value ($000) $1,231 Shares 23,105 Est. Cost $56.60 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,183 Shares 15,359 Est. Cost $58.13 Unrealized +25.4%
VNT VONTIER CORPORATION COM 0.1%
Value ($000) $1,117 Shares 34,676 Est. Cost $31.19 Unrealized -7.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,110 Shares 3,707 Est. Cost $145.82 Unrealized +81.9%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $1,108 Shares 35,036 Est. Cost $31.63 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,021 Shares 9,296 Est. Cost $65.42 Unrealized +22.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $998 Shares 3,233 Est. Cost $188.46 Unrealized +48.4%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $979 Shares 5,025 Est. Cost $85.76 Unrealized +106.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $966 Shares 9,574 Est. Cost $43.45 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $934 Shares 18,033 Est. Cost $53.58 Unrealized -11.2%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $929 Shares 12,787 Est. Cost $80.70 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $926 Shares 4,219 Est. Cost $60.39 Unrealized +236.4%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $918 Shares 6,459 Est. Cost $90.64 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $903 Shares 6,847 Est. Cost $134.98 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $894 Shares 3,944 Est. Cost $174.03 Unrealized +15.1%
ROST ROSS STORES INC COM 0.0%
Value ($000) $845 Shares 7,536 Est. Cost $102.22 Unrealized -0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $840 Shares 2,135 Est. Cost $240.32 Unrealized +53.9%
T AT&T INC COM 0.0%
Value ($000) $834 Shares 52,297 Est. Cost $15.42 Unrealized -4.1%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $832 Shares 2,250 Est. Cost $56.70 Unrealized +181.3%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $829 Shares 2,953 Est. Cost $267.28 Unrealized -7.2%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $798 Shares 1,702 Est. Cost $223.45 Unrealized +84.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $763 Shares 10,506 Est. Cost $75.19 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $752 Shares 27,689 Est. Cost $26.98 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $742 Shares 3,880 Est. Cost $101.66 Unrealized +69.9%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $714 Shares 38,000 Est. Cost $12.62 Unrealized +13.9%
TSLA TESLA INC COM 0.0%
Value ($000) $714 Shares 2,727 Est. Cost $209.68 Unrealized -4.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $677 Shares 2,819 Est. Cost $87.76 Unrealized +137.9%
LOW LOWES COS INC COM 0.0%
Value ($000) $676 Shares 2,997 Est. Cost $107.77 Unrealized +83.5%
DE DEERE & CO COM 0.0%
Value ($000) $675 Shares 1,666 Est. Cost $120.60 Unrealized +205.1%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $669 Shares 6,968 Est. Cost $63.20 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $668 Shares 16,415 Est. Cost $16.27 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $662 Shares 1,737 Est. Cost $352.90 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $638 Shares 4,009 Est. Cost $112.50 Unrealized +31.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $594 Shares 7,590 Est. Cost $73.35 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $593 Shares 3,230 Est. Cost $162.62 Unrealized +3.9%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $590 Shares 1,935 Est. Cost $168.36 Unrealized +67.1%
FISV FISERV INC COM 0.0%
Value ($000) $585 Shares 4,635 Est. Cost $101.91 Unrealized +15.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $574 Shares 2,086 Est. Cost $125.83 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $566 Shares 7,804 Est. Cost $61.36 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $558 Shares 5,530 Est. Cost $73.67 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $558 Shares 5,630 Est. Cost $82.46 Unrealized +17.9%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $551 Shares 1,708 Est. Cost $145.13 Unrealized +112.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $536 Shares 6,140 Est. Cost $65.84 Unrealized +25.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $518 Shares 1 Est. Cost $249666.89 Unrealized +99.4%
IT GARTNER INC COM 0.0%
Value ($000) $510 Shares 1,455 Est. Cost $199.52 Unrealized +63.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $508 Shares 1,148 Est. Cost $98.37 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $499 Shares 5,000 Est. Cost $99.76 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $490 Shares 2,020 Est. Cost $117.71 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $484 Shares 5,750 Est. Cost $52.15 Unrealized +53.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $475 Shares 8,815 Est. Cost $53.90 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $468 Shares 4,795 Est. Cost $58.32 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $464 Shares 1,044 Est. Cost $413.96 Unrealized +6.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $463 Shares 17,570 Est. Cost $25.73 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $463 Shares 3,285 Est. Cost $108.23 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $456 Shares 7,951 Est. Cost $26.48 Unrealized +113.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $447 Shares 4,317 Est. Cost $60.16 Unrealized +57.0%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $443 Shares 1,333 Est. Cost $233.35 Unrealized +27.1%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $438 Shares 1,788 Est. Cost $116.11 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $421 Shares 2,669 Est. Cost $117.36 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $421 Shares 6,720 Est. Cost $50.59 Unrealized +12.9%
CSX CSX CORP COM 0.0%
Value ($000) $419 Shares 12,296 Est. Cost $27.60 Unrealized +10.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $414 Shares 3,286 Est. Cost $128.03 Unrealized -13.8%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $407 Shares 1,103 Est. Cost $359.88 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $396 Shares 13,812 Est. Cost $24.29 Unrealized +9.6%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $394 Shares 931 Est. Cost $25.97 Unrealized +27.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $390 Shares 2,246 Est. Cost $34.37 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $388 Shares 2,800 Est. Cost $78.57 Unrealized +64.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $387 Shares 3,541 Est. Cost $82.15 Unrealized +16.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $385 Shares 1,747 Est. Cost $151.59 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $369 Shares 5,167 Est. Cost $26.65 Unrealized +2.0%
BA BOEING CO COM 0.0%
Value ($000) $369 Shares 1,746 Est. Cost $156.83 Unrealized +32.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $362 Shares 4,465 Est. Cost $30.11 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $350 Shares 6,569 Est. Cost $38.61 Unrealized +17.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $346 Shares 3,856 Est. Cost $65.23 Unrealized +30.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $338 Shares 4,818 Est. Cost $41.78 Unrealized +56.3%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $333 Shares 1,922 Est. Cost $90.49 Unrealized +75.4%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $329 Shares 7,099 Est. Cost $44.80 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $325 Shares 7,555 Est. Cost $8.50 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $324 Shares 5,200 Est. Cost $56.39 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $323 Shares 4,265 Est. Cost $81.07 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $320 Shares 5,500 Est. Cost $86.77 Unrealized -39.8%
MS MORGAN STANLEY 0.0%
Value ($000) $319 Shares 3,730 Est. Cost $41.04 Unrealized +91.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $304 Shares 3,939 Est. Cost $54.40 Unrealized +33.4%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $295 Shares 3,531 Est. Cost $88.52 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $288 Shares 5,785 Est. Cost $17.13 Unrealized +148.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $273 Shares 4,420 Est. Cost $77.58 Unrealized -27.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $273 Shares 1,095 Est. Cost $174.56 Unrealized +39.4%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $271 Shares 6,600 Est. Cost $41.00 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME 0.0%
Value ($000) $271 Shares 10,775 Est. Cost $25.10 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $267 Shares 1,572 Est. Cost $94.45 Unrealized +98.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $265 Shares 1,477 Est. Cost $121.77 Unrealized +26.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $260 Shares 2,926 Est. Cost $48.52 Unrealized +66.2%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $260 Shares 2,610 Est. Cost $99.46 Unrealized
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value ($000) $257 Shares 8,811 Est. Cost $29.17 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $256 Shares 2,850 Est. Cost $82.18 Unrealized 0.0%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $252 Shares 2,591 Est. Cost $35.01 Unrealized +34.7%
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $248 Shares 3,444 Est. Cost $66.95 Unrealized -0.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $247 Shares 7,481 Est. Cost $37.08 Unrealized -23.4%
RYN RAYONIER INC COM 0.0%
Value ($000) $245 Shares 7,799 Est. Cost $30.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $244 Shares 468 Est. Cost $447.89 Unrealized +19.5%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $242 Shares 1,030 Est. Cost $235.32 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $233 Shares 2,874 Est. Cost $79.45 Unrealized 0.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $227 Shares 2,005 Est. Cost $65.33 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $226 Shares 1,167 Est. Cost $181.67 Unrealized -2.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $224 Shares 3,067 Est. Cost $58.01 Unrealized +18.2%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $223 Shares 1,285 Est. Cost $115.79 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $220 Shares 765 Est. Cost $282.65 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $209 Shares 1,122 Est. Cost $167.31 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $197 Shares 2,689 Est. Cost $65.58 Unrealized 0.0%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $196 Shares 1,968 Est. Cost $97.19 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $195 Shares 3,425 Est. Cost $56.95 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $194 Shares 2,010 Est. Cost $96.60 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $193 Shares 3,940 Est. Cost $47.75 Unrealized
MCI BARINGS CORPORATE INVS COM 0.0%
Value ($000) $191 Shares 12,801 Est. Cost $16.48 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $186 Shares 1,951 Est. Cost $88.76 Unrealized -0.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $185 Shares 707 Est. Cost $261.15 Unrealized
PROSHARES SHORT S&P500 0.0%
Value ($000) $174 Shares 12,500 Est. Cost $13.88 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $173 Shares 3,819 Est. Cost $36.15 Unrealized +1.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $173 Shares 525 Est. Cost $269.46 Unrealized +2.4%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $168 Shares 753 Est. Cost $196.03 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $166 Shares 954 Est. Cost $167.91 Unrealized -0.1%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $164 Shares 6,200 Est. Cost $26.18 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $153 Shares 1,330 Est. Cost $115.26 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $149 Shares 3,337 Est. Cost $39.91 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $149 Shares 1,170 Est. Cost $126.96 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $148 Shares 885 Est. Cost $144.60 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $142 Shares 349 Est. Cost $407.28 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $141 Shares 6,816 Est. Cost $19.67 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $140 Shares 2,475 Est. Cost $60.31 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $139 Shares 1,573 Est. Cost $83.93 Unrealized +0.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $137 Shares 1,809 Est. Cost $83.10 Unrealized -16.6%
BCC BOISE CASCADE CO DEL COM 0.0%
Value ($000) $136 Shares 1,500 Est. Cost $64.24 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $135 Shares 1,235 Est. Cost $97.89 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $135 Shares 475 Est. Cost $283.20 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $134 Shares 3,787 Est. Cost $35.11 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $132 Shares 700 Est. Cost $161.75 Unrealized +5.4%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $128 Shares 1,065 Est. Cost $102.48 Unrealized +3.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $127 Shares 652 Est. Cost $194.45 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $126 Shares 2,110 Est. Cost $48.12 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $126 Shares 1,170 Est. Cost $107.62 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $123 Shares 2,185 Est. Cost $56.39 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $123 Shares 8,300 Est. Cost $14.82 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $122 Shares 305 Est. Cost $357.76 Unrealized 0.0%
AMCOR PLC ORD 0.0%
Value ($000) $118 Shares 11,840 Est. Cost $8.76 Unrealized +6.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $118 Shares 1,074 Est. Cost $109.84 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $118 Shares 1,078 Est. Cost $106.77 Unrealized 0.0%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $117 Shares 5,080 Est. Cost $22.97 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $116 Shares 836 Est. Cost $138.38 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $114 Shares 1,537 Est. Cost $74.29 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $114 Shares 695 Est. Cost $155.15 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $114 Shares 638 Est. Cost $178.27 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $111 Shares 745 Est. Cost $149.27 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $111 Shares 250 Est. Cost $318.25 Unrealized +13.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $111 Shares 1,666 Est. Cost $74.69 Unrealized -8.9%
KKR KKR & CO INC COM 0.0%
Value ($000) $110 Shares 1,973 Est. Cost $51.41 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $110 Shares 1,175 Est. Cost $74.47 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $109 Shares 1,856 Est. Cost $59.89 Unrealized -4.3%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $108 Shares 18,539 Est. Cost $5.91 Unrealized 0.0%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $108 Shares 525 Est. Cost $205.53 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value ($000) $107 Shares 1,332 Est. Cost $78.27 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $105 Shares 1,079 Est. Cost $81.25 Unrealized +4.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $105 Shares 121 Est. Cost $68.73 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $105 Shares 8,360 Est. Cost $18.55 Unrealized -30.0%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $104 Shares 1,766 Est. Cost $58.12 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $103 Shares 850 Est. Cost $112.39 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $101 Shares 1,992 Est. Cost $50.82 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $101 Shares 1,234 Est. Cost $71.39 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $99 Shares 1,586 Est. Cost $60.77 Unrealized 0.0%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $99 Shares 9,400 Est. Cost $10.48 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $97 Shares 3,600 Est. Cost $30.36 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $94 Shares 285 Est. Cost $241.59 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $94 Shares 2,785 Est. Cost $34.06 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $93 Shares 1,642 Est. Cost $57.71 Unrealized -11.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $92 Shares 1,016 Est. Cost $86.19 Unrealized +1.3%
AME AMETEK INC COM 0.0%
Value ($000) $91 Shares 562 Est. Cost $143.53 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $91 Shares 1,125 Est. Cost $77.51 Unrealized 0.0%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $91 Shares 777 Est. Cost $116.85 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $91 Shares 4,196 Est. Cost $24.47 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value ($000) $89 Shares 600 Est. Cost $138.45 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $88 Shares 201 Est. Cost $313.01 Unrealized +28.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $85 Shares 1,148 Est. Cost $73.92 Unrealized -7.3%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $81 Shares 501 Est. Cost $145.07 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $81 Shares 1,235 Est. Cost $58.97 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $80 Shares 324 Est. Cost $190.61 Unrealized +13.3%
TPR TAPESTRY INC COM 0.0%
Value ($000) $77 Shares 1,798 Est. Cost $38.73 Unrealized 0.0%
CWST CASELLA WASTE SYS INC CL A 0.0%
Value ($000) $77 Shares 850 Est. Cost $89.23 Unrealized 0.0%
TXT TEXTRON INC COM 0.0%
Value ($000) $74 Shares 1,100 Est. Cost $65.78 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $73 Shares 826 Est. Cost $74.02 Unrealized -0.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $73 Shares 895 Est. Cost $81.08 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $70 Shares 473 Est. Cost $138.24 Unrealized +0.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $70 Shares 153 Est. Cost $453.87 Unrealized -4.4%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $69 Shares 451 Est. Cost $151.68 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $68 Shares 1,041 Est. Cost $65.44 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $67 Shares 992 Est. Cost $67.56 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $67 Shares 2,834 Est. Cost $23.39 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $67 Shares 820 Est. Cost $81.24 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $66 Shares 144 Est. Cost $404.94 Unrealized +6.4%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $65 Shares 460 Est. Cost $142.17 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $65 Shares 393 Est. Cost $141.27 Unrealized +2.5%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $65 Shares 1,203 Est. Cost $53.91 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $64 Shares 3,410 Est. Cost $18.54 Unrealized +3.0%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $64 Shares 900 Est. Cost $74.22 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $62 Shares 620 Est. Cost $100.63 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $61 Shares 750 Est. Cost $81.73 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $61 Shares 725 Est. Cost $64.20 Unrealized +14.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $61 Shares 527 Est. Cost $93.66 Unrealized +13.2%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $60 Shares 2,120 Est. Cost $28.49 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $60 Shares 2,368 Est. Cost $25.37 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $59 Shares 588 Est. Cost $77.27 Unrealized +18.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $58 Shares 1,263 Est. Cost $42.74 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $58 Shares 414 Est. Cost $138.16 Unrealized -1.9%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $57 Shares 370 Est. Cost $128.26 Unrealized +8.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $56 Shares 510 Est. Cost $110.77 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $56 Shares 5,655 Est. Cost $8.47 Unrealized 0.0%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $56 Shares 1,098 Est. Cost $49.56 Unrealized +0.9%
CTAS CINTAS CORP COM 0.0%
Value ($000) $56 Shares 112 Est. Cost $105.21 Unrealized +9.0%
VMWARE INC CL A COM 0.0%
Value ($000) $54 Shares 379 Est. Cost $143.69 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $54 Shares 640 Est. Cost $37.96 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $54 Shares 983 Est. Cost $51.49 Unrealized 0.0%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $45.09 Unrealized 0.0%
SPLUNK INC COM 0.0%
Value ($000) $53 Shares 500 Est. Cost $106.09 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $53 Shares 259 Est. Cost $169.19 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $53 Shares 786 Est. Cost $58.29 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $53 Shares 680 Est. Cost $41.03 Unrealized +61.8%
ZIMVIE INC COM 0.0%
Value ($000) $53 Shares 4,688 Est. Cost $11.23 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $52 Shares 2,542 Est. Cost $20.40 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $52 Shares 1,272 Est. Cost $37.45 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $51 Shares 1,508 Est. Cost $31.15 Unrealized +0.8%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $51 Shares 475 Est. Cost $106.97 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $51 Shares 5,490 Est. Cost $14.79 Unrealized -39.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $51 Shares 3,300 Est. Cost $11.37 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $50 Shares 442 Est. Cost $96.14 Unrealized +8.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $50 Shares 3,294 Est. Cost $10.69 Unrealized 0.0%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $48 Shares 120 Est. Cost $371.63 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $48 Shares 581 Est. Cost $82.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $48 Shares 140 Est. Cost $336.69 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $48 Shares 74 Est. Cost $621.81 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $47 Shares 580 Est. Cost $76.15 Unrealized +3.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $47 Shares 200 Est. Cost $159.86 Unrealized +36.1%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $46 Shares 495 Est. Cost $53.62 Unrealized +45.5%
XYL XYLEM INC COM 0.0%
Value ($000) $46 Shares 408 Est. Cost $102.49 Unrealized 0.0%
MDB MONGODB INC CL A 0.0%
Value ($000) $45 Shares 110 Est. Cost $291.65 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $45 Shares 130 Est. Cost $266.40 Unrealized +16.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $45 Shares 330 Est. Cost $134.87 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $44 Shares 125 Est. Cost $262.44 Unrealized +21.3%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $44 Shares 452 Est. Cost $96.44 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $44 Shares 220 Est. Cost $122.94 Unrealized +41.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $44 Shares 781 Est. Cost $56.08 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $43 Shares 1,415 Est. Cost $26.85 Unrealized +1.0%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $43 Shares 180 Est. Cost $236.13 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $43 Shares 210 Est. Cost $192.30 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $42 Shares 1,534 Est. Cost $25.49 Unrealized 0.0%
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF 0.0%
Value ($000) $42 Shares 428 Est. Cost $60.22 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $42 Shares 360 Est. Cost $94.49 Unrealized +10.7%
CACI CACI INTL INC CL A 0.0%
Value ($000) $41 Shares 121 Est. Cost $291.64 Unrealized +6.5%
JBL JABIL INC COM 0.0%
Value ($000) $41 Shares 380 Est. Cost $65.55 Unrealized +33.5%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $40 Shares 324 Est. Cost $134.55 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $40 Shares 530 Est. Cost $52.11 Unrealized +30.5%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $40 Shares 675 Est. Cost $53.91 Unrealized +0.2%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $39 Shares 364 Est. Cost $108.33 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $39 Shares 422 Est. Cost $81.35 Unrealized 0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $39 Shares 375 Est. Cost $102.94 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $38 Shares 460 Est. Cost $87.47 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $38 Shares 263 Est. Cost $141.31 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $38 Shares 78 Est. Cost $373.04 Unrealized +8.0%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $38 Shares 230 Est. Cost $28.91 Unrealized +1.8%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 311 Est. Cost $132.11 Unrealized -5.3%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $37 Shares 1,120 Est. Cost $30.98 Unrealized -4.2%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $37 Shares 581 Est. Cost $71.42 Unrealized -3.2%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $36 Shares 1,027 Est. Cost $32.81 Unrealized +2.3%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $36 Shares 240 Est. Cost $137.82 Unrealized -1.8%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $36 Shares 193 Est. Cost $202.41 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $36 Shares 598 Est. Cost $59.01 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $36 Shares 291 Est. Cost $107.19 Unrealized +5.3%
CZNC CITIZENS & NORTHN CORP COM 0.0%
Value ($000) $35 Shares 1,828 Est. Cost $16.70 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $35 Shares 190 Est. Cost $140.69 Unrealized +18.1%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $34 Shares 650 Est. Cost $49.13 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $33 Shares 829 Est. Cost $39.98 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $33 Shares 110 Est. Cost $339.69 Unrealized -15.4%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $33 Shares 147 Est. Cost $202.37 Unrealized -0.8%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $33 Shares 666 Est. Cost $24.52 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $33 Shares 400 Est. Cost $81.75 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $32 Shares 870 Est. Cost $29.08 Unrealized -2.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $32 Shares 1,390 Est. Cost $27.07 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $32 Shares 1,012 Est. Cost $28.25 Unrealized 0.0%
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value ($000) $32 Shares 478 Est. Cost $66.52 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $32 Shares 700 Est. Cost $39.91 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $31 Shares 256 Est. Cost $129.78 Unrealized -0.3%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $31 Shares 700 Est. Cost $34.63 Unrealized +23.3%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $10.21 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $31 Shares 492 Est. Cost $60.16 Unrealized 0.0%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $49.60 Unrealized 0.0%
BKH BLACK HILLS CORP COM 0.0%
Value ($000) $30 Shares 496 Est. Cost $55.83 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $30 Shares 799 Est. Cost $32.07 Unrealized 0.0%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $29 Shares 265 Est. Cost $110.48 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $22.95 Unrealized +9.4%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $29 Shares 671 Est. Cost $42.93 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $29 Shares 130 Est. Cost $43.74 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $29 Shares 200 Est. Cost $138.40 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $28 Shares 245 Est. Cost $114.77 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $27 Shares 240 Est. Cost $113.20 Unrealized -9.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $26 Shares 75 Est. Cost $336.94 Unrealized 0.0%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $26 Shares 230 Est. Cost $96.26 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $26 Shares 233 Est. Cost $101.03 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $26 Shares 685 Est. Cost $27.71 Unrealized 0.0%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value ($000) $26 Shares 400 Est. Cost $60.51 Unrealized 0.0%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $26 Shares 380 Est. Cost $66.69 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $25 Shares 638 Est. Cost $39.56 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $25 Shares 549 Est. Cost $35.41 Unrealized +6.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $25 Shares 694 Est. Cost $35.65 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $24 Shares 215 Est. Cost $96.72 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $107.19 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $108.41 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $23 Shares 356 Est. Cost $59.34 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $23 Shares 300 Est. Cost $50.70 Unrealized +33.5%
MPV BARINGS PARTN INVS SH BEN INT 0.0%
Value ($000) $22 Shares 1,741 Est. Cost $12.91 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $22 Shares 150 Est. Cost $148.83 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $23.02 Unrealized 0.0%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $22 Shares 170 Est. Cost $109.58 Unrealized 0.0%
QRVO QORVO INC COM 0.0%
Value ($000) $22 Shares 215 Est. Cost $95.99 Unrealized 0.0%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $22 Shares 820 Est. Cost $27.14 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $204.58 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $21 Shares 1,265 Est. Cost $14.20 Unrealized 0.0%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $21 Shares 125 Est. Cost $159.11 Unrealized -4.9%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $21 Shares 120 Est. Cost $152.57 Unrealized +6.5%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $21 Shares 356 Est. Cost $58.98 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $21 Shares 1,825 Est. Cost $11.37 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $77.05 Unrealized 0.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 99 Est. Cost $205.77 Unrealized
MORGAN STANLEY CHINA A SH FD I COM 0.0%
Value ($000) $20 Shares 1,600 Est. Cost $12.71 Unrealized
FNLC FIRST BANCORP INC ME COM 0.0%
Value ($000) $20 Shares 830 Est. Cost $21.13 Unrealized 0.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $20 Shares 430 Est. Cost $40.14 Unrealized +8.9%
BK OF AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $20 Shares 17 Est. Cost $1171.82 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value ($000) $20 Shares 294 Est. Cost $67.44 Unrealized
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $20 Shares 417 Est. Cost $44.65 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $35.76 Unrealized -6.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 380 Est. Cost $50.57 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $19 Shares 351 Est. Cost $54.02 Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $19 Shares 260 Est. Cost $88.33 Unrealized -22.8%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $19 Shares 210 Est. Cost $73.82 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $18 Shares 310 Est. Cost $41.72 Unrealized -12.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $18 Shares 239 Est. Cost $65.46 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $18 Shares 868 Est. Cost $19.27 Unrealized -0.9%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $18 Shares 169 Est. Cost $106.07 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $179.11 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $18 Shares 303 Est. Cost $55.52 Unrealized 0.0%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value ($000) $18 Shares 276 Est. Cost $59.14 Unrealized 0.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $18 Shares 210 Est. Cost $60.19 Unrealized +10.5%
DEFIANCE NEXT GEN H2 ETF 0.0%
Value ($000) $17 Shares 2,070 Est. Cost $8.31 Unrealized
ATKR ATKORE INC COM 0.0%
Value ($000) $17 Shares 110 Est. Cost $126.47 Unrealized 0.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 3,771 Est. Cost $4.53 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $93.21 Unrealized 0.0%
ITT ITT INC COM 0.0%
Value ($000) $17 Shares 179 Est. Cost $83.98 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $17 Shares 290 Est. Cost $49.92 Unrealized 0.0%
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $16 Shares 370 Est. Cost $46.65 Unrealized 0.0%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $16 Shares 280 Est. Cost $58.66 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $16 Shares 225 Est. Cost $68.37 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $16 Shares 227 Est. Cost $62.32 Unrealized 0.0%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $16 Shares 204 Est. Cost $76.06 Unrealized
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $15 Shares 108 Est. Cost $132.03 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $15 Shares 261 Est. Cost $58.51 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $15 Shares 250 Est. Cost $62.05 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $15 Shares 180 Est. Cost $81.72 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $15 Shares 480 Est. Cost $26.95 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $14 Shares 135 Est. Cost $106.31 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $14 Shares 220 Est. Cost $65.02 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $14 Shares 260 Est. Cost $43.87 Unrealized 0.0%
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.38 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $14 Shares 387 Est. Cost $35.54 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $14 Shares 75 Est. Cost $181.97 Unrealized
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $14 Shares 600 Est. Cost $19.00 Unrealized +12.7%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $13 Shares 160 Est. Cost $75.77 Unrealized 0.0%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $13 Shares 150 Est. Cost $76.94 Unrealized +3.9%
W WAYFAIR INC CL A 0.0%
Value ($000) $13 Shares 200 Est. Cost $42.12 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $13 Shares 770 Est. Cost $14.42 Unrealized 0.0%
WNC WABASH NATL CORP COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $23.24 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $13 Shares 80 Est. Cost $137.79 Unrealized 0.0%
VYX NCR CORP NEW COM 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.43 Unrealized 0.0%
CC CHEMOURS CO COM 0.0%
Value ($000) $13 Shares 340 Est. Cost $27.54 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $13 Shares 115 Est. Cost $108.87 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $12 Shares 1,065 Est. Cost $12.08 Unrealized
SMARTSHEET INC COM CL A 0.0%
Value ($000) $12 Shares 320 Est. Cost $38.26 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $12 Shares 450 Est. Cost $27.19 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $12 Shares 310 Est. Cost $30.25 Unrealized +20.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $5.77 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $11 Shares 305 Est. Cost $38.36 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $11 Shares 178 Est. Cost $63.48 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $11 Shares 235 Est. Cost $37.75 Unrealized +9.7%
O REALTY INCOME CORP COM 0.0%
Value ($000) $11 Shares 185 Est. Cost $52.57 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.47 Unrealized -0.0%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $11 Shares 1,231 Est. Cost $8.92 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $11 Shares 70 Est. Cost $156.46 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 100 Est. Cost $107.32 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $10 Shares 100 Est. Cost $108.32 Unrealized -7.5%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $10 Shares 800 Est. Cost $12.19 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $10 Shares 268 Est. Cost $35.18 Unrealized 0.0%
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $10 Shares 996 Est. Cost $10.44 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.83 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.83 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 90 Est. Cost $108.14 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $9 Shares 65 Est. Cost $68.76 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $9 Shares 13 Est. Cost $546.40 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $9 Shares 133 Est. Cost $58.50 Unrealized
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $9 Shares 67 Est. Cost $142.18 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $14.66 Unrealized 0.0%
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.31 Unrealized -0.5%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.98 Unrealized -7.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $9 Shares 25 Est. Cost $243.83 Unrealized +24.1%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $9 Shares 230 Est. Cost $37.08 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $8 Shares 65 Est. Cost $116.96 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $8 Shares 80 Est. Cost $104.04 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $8 Shares 61 Est. Cost $115.68 Unrealized +6.0%
EOG EOG RES INC COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $117.82 Unrealized -11.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $8 Shares 48 Est. Cost $140.25 Unrealized 0.0%
PII POLARIS INC COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $110.52 Unrealized 0.0%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.82 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $8 Shares 320 Est. Cost $20.81 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $7 Shares 19 Est. Cost $328.44 Unrealized 0.0%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $7 Shares 287 Est. Cost $23.09 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $7 Shares 1,707 Est. Cost $4.16 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $7 Shares 60 Est. Cost $109.92 Unrealized 0.0%
DIOD DIODES INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $88.13 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $7 Shares 141 Est. Cost $59.35 Unrealized -23.4%
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $7 Shares 293 Est. Cost $22.75 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $7 Shares 495 Est. Cost $13.53 Unrealized 0.0%
TGNA TEGNA INC COM 0.0%
Value ($000) $7 Shares 402 Est. Cost $16.30 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $7 Shares 163 Est. Cost $33.48 Unrealized +9.8%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $124.94 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.74 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $6 Shares 13 Est. Cost $337.92 Unrealized +20.7%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $6 Shares 111 Est. Cost $25.69 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $6 Shares 135 Est. Cost $45.58 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $6 Shares 175 Est. Cost $31.61 Unrealized 0.0%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $6 Shares 94 Est. Cost $56.81 Unrealized 0.0%
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $6 Shares 1,425 Est. Cost $4.14 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 16 Est. Cost $341.23 Unrealized 0.0%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $178.67 Unrealized 0.0%
CNA CNA FINL CORP COM 0.0%
Value ($000) $6 Shares 150 Est. Cost $32.32 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $130.98 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $73.57 Unrealized 0.0%
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $5 Shares 75 Est. Cost $75.03 Unrealized 0.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $207.19 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $42.39 Unrealized 0.0%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.55 Unrealized 0.0%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $5 Shares 210 Est. Cost $18.86 Unrealized +8.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $74.96 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $5 Shares 30 Est. Cost $143.20 Unrealized +17.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $144.26 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $70.76 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $182.38 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $5 Shares 244 Est. Cost $17.60 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $109.94 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $5 Shares 65 Est. Cost $74.17 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.89 Unrealized 0.0%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $5 Shares 1,730 Est. Cost $2.74 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $111.21 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.41 Unrealized 0.0%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $4 Shares 875 Est. Cost $5.12 Unrealized
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value ($000) $4 Shares 395 Est. Cost $11.23 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $52.23 Unrealized 0.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $36.55 Unrealized 0.0%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $4 Shares 48 Est. Cost $75.98 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $379.54 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $4 Shares 25 Est. Cost $169.80 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $77.07 Unrealized +12.8%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $29.53 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $67.50 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $4 Shares 150 Est. Cost $23.04 Unrealized 0.0%
CALY TOPGOLF CALLAWAY BRANDS CORP COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.01 Unrealized 0.0%
TU TELUS CORPORATION COM 0.0%
Value ($000) $4 Shares 202 Est. Cost $20.14 Unrealized 0.0%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $4 Shares 20 Est. Cost $211.01 Unrealized -4.5%
WESTROCK CO COM 0.0%
Value ($000) $4 Shares 127 Est. Cost $35.16 Unrealized
GLP GLOBAL PARTNERS LP COM UNITS 0.0%
Value ($000) $4 Shares 120 Est. Cost $30.73 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.17 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $4 Shares 434 Est. Cost $8.29 Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.07 Unrealized 0.0%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $3 Shares 1,150 Est. Cost $2.99 Unrealized
HZO MARINEMAX INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.44 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $3 Shares 361 Est. Cost $9.45 Unrealized
VECTOR GROUP LTD COM 0.0%
Value ($000) $3 Shares 266 Est. Cost $12.81 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $3 Shares 57 Est. Cost $60.14 Unrealized 0.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $3 Shares 83 Est. Cost $39.20 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3 Shares 45 Est. Cost $59.65 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 49 Est. Cost $71.20 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.52 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $3 Shares 220 Est. Cost $12.49 Unrealized 0.0%
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.73 Unrealized 0.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $3 Shares 44 Est. Cost $67.34 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $3 Shares 245 Est. Cost $11.91 Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $412.39 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $3 Shares 45 Est. Cost $54.14 Unrealized 0.0%
TG TREDEGAR CORP COM 0.0%
Value ($000) $3 Shares 415 Est. Cost $7.79 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $3 Shares 100 Est. Cost $17.83 Unrealized 0.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $18.40 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $3 Shares 172 Est. Cost $15.91 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value ($000) $3 Shares 187 Est. Cost $16.52 Unrealized 0.0%
CXT CRANE NXT CO COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $49.36 Unrealized 0.0%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $3 Shares 150 Est. Cost $17.55 Unrealized
LIVENT CORP COM 0.0%
Value ($000) $3 Shares 93 Est. Cost $19.87 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $3 Shares 187 Est. Cost $13.37 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 66 Est. Cost $37.70 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $2 Shares 50 Est. Cost $42.92 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 52 Est. Cost $43.07 Unrealized 0.0%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $33.87 Unrealized 0.0%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $2 Shares 190 Est. Cost $12.46 Unrealized
NPO ENPRO INDS INC COM 0.0%
Value ($000) $2 Shares 17 Est. Cost $106.19 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $51.06 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $198.09 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $130.75 Unrealized 0.0%
IMPEL PHARMACEUTICALS INC COM 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $1.27 Unrealized
MTW MANITOWOC CO INC COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.14 Unrealized 0.0%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.70 Unrealized 0.0%
FREYEUR FREYR BATTERY SHS 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.35 Unrealized
OABI OMNIAB INC COM 0.0%
Value ($000) $2 Shares 367 Est. Cost $4.05 Unrealized 0.0%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.47 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $96.99 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.93 Unrealized 0.0%
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value ($000) $2 Shares 125 Est. Cost $12.76 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $33.85 Unrealized 0.0%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $20.33 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $2 Shares 80 Est. Cost $18.90 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $22.28 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.88 Unrealized 0.0%
STERICYCLE INC COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $46.43 Unrealized
AA ALCOA CORP COM 0.0%
Value ($000) $1 Shares 38 Est. Cost $35.15 Unrealized 0.0%
DJT DIGITAL WORLD ACQUISITION CORP CLASS A COM 0.0%
Value ($000) $1 Shares 102 Est. Cost $13.11 Unrealized 0.0%
SSP SCRIPPS E W CO OHIO CL A NEW 0.0%
Value ($000) $1 Shares 133 Est. Cost $6.34 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $28.69 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 516 Est. Cost $2.20 Unrealized 0.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1 Shares 147 Est. Cost $8.02 Unrealized 0.0%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.32 Unrealized 0.0%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.00 Unrealized 0.0%
BRAINSTORM CELL THERAPEUTICS I COM NEW 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.06 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $120.95 Unrealized 0.0%
WW INTL INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.72 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $165.33 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.69 Unrealized
SBH SALLY BEAUTY HLDGS INC COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $12.68 Unrealized 0.0%
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.54 Unrealized
VVX V2X INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $43.61 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.14 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.20 Unrealized 0.0%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $14.31 Unrealized 0.0%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.50 Unrealized -14.9%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.53 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.63 Unrealized 0.0%
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value ($000) $1 Shares 119 Est. Cost $4.73 Unrealized 0.0%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 70 Est. Cost $8.04 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $155.17 Unrealized 0.0%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.14 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.50 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $17.26 Unrealized 0.0%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.89 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $0 Shares 21 Est. Cost $25.20 Unrealized 0.0%
PATH UIPATH INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.04 Unrealized 0.0%
LNSR LENSAR INC COM 0.0%
Value ($000) $0 Shares 75 Est. Cost $3.05 Unrealized 0.0%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.40 Unrealized
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value ($000) $0 Shares 139 Est. Cost $2.75 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $139.36 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 37 Est. Cost $7.54 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost $20.00 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 15 Est. Cost $15.73 Unrealized
2SEVENTY BIO INC COMMON STOCK 0.0%
Value ($000) $0 Shares 19 Est. Cost $10.11 Unrealized
BLUEBIRD BIO INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $3.30 Unrealized
HOMOLOGY MEDICINES INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.89 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $0 Shares 31 Est. Cost $4.25 Unrealized -0.4%
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $0 Shares 8 Est. Cost $17.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.78 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.97 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.96 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $50.00 Unrealized
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.42 Unrealized
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.60 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.34 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $75.00 Unrealized
ONL ORION OFFICE REIT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.60 Unrealized
ROII BITNILE METAVERSE INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.96 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.90 Unrealized 0.0%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.13 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 86 Est. Cost $148.91 Unrealized -97.3%
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.50 Unrealized
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.52 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $36.00 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.00 Unrealized
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $0 Shares 122 Est. Cost $0.30 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.27 Unrealized 0.0%
UIS UNISYS CORP COM NEW 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.97 Unrealized 0.0%
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $8.70 Unrealized 0.0%
LCTX LINEAGE CELL THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.38 Unrealized 0.0%
TITAN PHARMACEUTICALS INC DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 2,175 Est. Cost Unrealized