Fisher Asset Management, LLC Diversified Active

Location: Plano, TX

CIK: 0000850529 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

Total Value: $335.8B (100.0% shares, 0.0% debt)

Holdings (1,037)

New Positions (125)

HONA HONEYWELL AEROSPACE INC 0.0%
Value $16.41M Shares 74,226 Est. Cost $221.08 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $14.19M Shares 63,365 Est. Cost $223.90 Unrealized
ORKA ORUKA THERAPEUTICS INC 0.0%
Value $6.46M Shares 67,874 Est. Cost $95.17 Unrealized
SNDK SANDISK CORP 0.0%
Value $4.621M Shares 2,032 Est. Cost $2273.93 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN A 0.0%
Value $4.252M Shares 77,960 Est. Cost $54.54 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $2.752M Shares 17,322 Est. Cost $158.87 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $1.771M Shares 6,326 Est. Cost $279.93 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.0%
Value $1.638M Shares 3,840 Est. Cost $426.50 Unrealized
BGGG BAILLIE GIFFORD ETF TR LNG TRM 0.0%
Value $1.595M Shares 45,223 Est. Cost $35.26 Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $1.478M Shares 51,745 Est. Cost $28.57 Unrealized
KYMR KYMERA THERAPEUTICS INC 0.0%
Value $1.46M Shares 12,732 Est. Cost $114.67 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $1.42M Shares 9,714 Est. Cost $146.20 Unrealized
TSBK TIMBERLAND BANCORP INC 0.0%
Value $1.347M Shares 30,061 Est. Cost $44.81 Unrealized
CIVB CIVISTA BANCSHARES INC 0.0%
Value $1.226M Shares 43,431 Est. Cost $28.22 Unrealized
FCBC FIRST CMNTY BANKSHARES INC VA 0.0%
Value $1.211M Shares 27,272 Est. Cost $44.42 Unrealized
TRAX FIRST TRACKS BIOTHERAPEUTICS 0.0%
Value $1.037M Shares 51,549 Est. Cost $20.12 Unrealized
AON AON PLC 0.0%
Value $928K Shares 2,797 Est. Cost $331.74 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $888K Shares 8,859 Est. Cost $100.29 Unrealized
FDMT 4D MOLECULAR THERAPEUTICS INC 0.0%
Value $874K Shares 65,751 Est. Cost $13.30 Unrealized
MRNA MODERNA INC 0.0%
Value $760K Shares 10,854 Est. Cost $70.04 Unrealized
MATX MATSON INC COM 0.0%
Value $758K Shares 3,941 Est. Cost $192.27 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value $662K Shares 60,754 Est. Cost $10.90 Unrealized
TECX TECTONIC THERAPEUTIC INC 0.0%
Value $657K Shares 19,122 Est. Cost $34.37 Unrealized
CGEM CULLINAN ONCOLOGY INC 0.0%
Value $656K Shares 35,998 Est. Cost $18.21 Unrealized
DXJ WISDOMTREE TR JAPN HEDGE EQT 0.0%
Value $642K Shares 3,698 Est. Cost $173.56 Unrealized
FBCG FIDELITY COVINGTON TRUST BLUE 0.0%
Value $635K Shares 10,226 Est. Cost $62.11 Unrealized
CADL CANDEL THERAPEUTICS INC 0.0%
Value $595K Shares 57,800 Est. Cost $10.30 Unrealized
AVDV AMERICAN CENTY ETF TR INTL SMC 0.0%
Value $578K Shares 5,607 Est. Cost $103.05 Unrealized
ROIV ROIVANT SCIENCES LTD 0.0%
Value $563K Shares 15,899 Est. Cost $35.39 Unrealized
PULS PGIM ETF TR PGIM ULTRA SH BD 0.0%
Value $541K Shares 10,927 Est. Cost $49.55 Unrealized
LXEO LEXEO THERAPEUTICS INC 0.0%
Value $532K Shares 114,322 Est. Cost $4.65 Unrealized
MDY STATE STREET SPDR SP MIDCAP 4 0.0%
Value $511K Shares 726 Est. Cost $704.09 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS C 0.0%
Value $509K Shares 10,778 Est. Cost $47.20 Unrealized
DYNF BLACKROCK ETF TRUST ISHARES US 0.0%
Value $508K Shares 7,474 Est. Cost $68.01 Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $475K Shares 4,670 Est. Cost $101.66 Unrealized
FNDX SCHWAB STRATEGIC TR FUNDAMENTA 0.0%
Value $465K Shares 14,939 Est. Cost $31.10 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $448K Shares 2,887 Est. Cost $155.15 Unrealized
IMRX IMMUNEERING CORP 0.0%
Value $441K Shares 88,333 Est. Cost $4.99 Unrealized
NBIS NEBIUS GROUP NV 0.0%
Value $438K Shares 1,586 Est. Cost $276.32 Unrealized
DTE DTE ENERGY CO 0.0%
Value $428K Shares 2,809 Est. Cost $152.43 Unrealized
AEE AMEREN CORP 0.0%
Value $402K Shares 3,552 Est. Cost $113.07 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW 0.0%
Value $401K Shares 1,097 Est. Cost $365.97 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $401K Shares 14,631 Est. Cost $27.41 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $397K Shares 2,927 Est. Cost $135.64 Unrealized
TARA PROTARA THERAPEUTICS INC 0.0%
Value $380K Shares 99,566 Est. Cost $3.82 Unrealized
DFAU DIMENSIONAL ETF TRUST US CORE 0.0%
Value $379K Shares 7,326 Est. Cost $51.70 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $379K Shares 451 Est. Cost $839.59 Unrealized
FLEX FLEX LTD 0.0%
Value $377K Shares 2,327 Est. Cost $162.10 Unrealized
SWK STANLEY BLACK DECKER INC 0.0%
Value $374K Shares 3,972 Est. Cost $94.12 Unrealized
SPYV SPDR SERIES TRUST STATE STREET 0.0%
Value $370K Shares 6,089 Est. Cost $60.80 Unrealized
BAI BLACKROCK ETF TRUST ISHARES A 0.0%
Value $362K Shares 6,862 Est. Cost $52.72 Unrealized
VPU VANGUARD WORLD FD UTILITIES ET 0.0%
Value $356K Shares 1,818 Est. Cost $195.73 Unrealized
JAVA J P MORGAN EXCHANGE TRADED FD 0.0%
Value $346K Shares 4,362 Est. Cost $79.41 Unrealized
FAST FASTENAL CO 0.0%
Value $343K Shares 7,136 Est. Cost $48.03 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $340K Shares 906 Est. Cost $375.50 Unrealized
TTWO TAKE TWO INTERACTIVE SOFTWARE 0.0%
Value $338K Shares 1,353 Est. Cost $250.10 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $338K Shares 2,066 Est. Cost $163.37 Unrealized
ARM ARM HOLDINGS PLC ADR 0.0%
Value $336K Shares 946 Est. Cost $354.81 Unrealized
HUM HUMANA INC 0.0%
Value $335K Shares 843 Est. Cost $397.80 Unrealized
IDEV ISHARES TR CORE MSCI INTL 0.0%
Value $328K Shares 3,685 Est. Cost $89.03 Unrealized
TWLO TWILIO INC 0.0%
Value $324K Shares 1,572 Est. Cost $206.36 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value $323K Shares 389 Est. Cost $831.52 Unrealized
MLI MUELLER INDS INC 0.0%
Value $320K Shares 2,604 Est. Cost $122.97 Unrealized
STM STMICROELECTRONICS N V NYS 0.0%
Value $318K Shares 4,240 Est. Cost $74.90 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $308K Shares 3,202 Est. Cost $96.12 Unrealized
JBL JABIL INC COM 0.0%
Value $302K Shares 782 Est. Cost $385.84 Unrealized
NET CLOUDFLARE INC 0.0%
Value $300K Shares 1,223 Est. Cost $245.43 Unrealized
ARGX ARGENX SE ADR 0.0%
Value $296K Shares 318 Est. Cost $930.54 Unrealized
IVOO VANGUARD ADMIRAL FDS INC MIDCP 0.0%
Value $291K Shares 2,228 Est. Cost $130.40 Unrealized
GL GLOBE LIFE INC 0.0%
Value $289K Shares 1,618 Est. Cost $178.68 Unrealized
DFAS DIMENSIONAL ETF TRUST US SMALL 0.0%
Value $287K Shares 3,483 Est. Cost $82.35 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD II 0.0%
Value $286K Shares 3,188 Est. Cost $89.85 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $285K Shares 2,149 Est. Cost $132.83 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value $285K Shares 4,844 Est. Cost $58.92 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value $276K Shares 868 Est. Cost $318.44 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $276K Shares 1,881 Est. Cost $146.74 Unrealized
AVEM AMERICAN CENTY ETF TR AVANTIS 0.0%
Value $274K Shares 2,844 Est. Cost $96.50 Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value $273K Shares 23,632 Est. Cost $11.57 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ET 0.0%
Value $271K Shares 10,222 Est. Cost $26.50 Unrealized
BIV VANGUARD BD INDEX FDS INTERMED 0.0%
Value $270K Shares 3,522 Est. Cost $76.70 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $270K Shares 481 Est. Cost $560.86 Unrealized
VCLT VANGUARD SCOTTSDALE FDS LG TER 0.0%
Value $262K Shares 3,481 Est. Cost $75.25 Unrealized
NTR NUTRIEN LTD 0.0%
Value $261K Shares 4,144 Est. Cost $62.96 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value $258K Shares 10,356 Est. Cost $24.89 Unrealized
SRZN SURROZEN INC 0.0%
Value $255K Shares 9,840 Est. Cost $25.95 Unrealized
MAS MASCO CORP COM 0.0%
Value $254K Shares 3,126 Est. Cost $81.39 Unrealized
SCHZ SCHWAB STRATEGIC TR US AGGREGA 0.0%
Value $252K Shares 10,888 Est. Cost $23.13 Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $248K Shares 1,644 Est. Cost $151.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $246K Shares 1,198 Est. Cost $205.09 Unrealized
NDAQ NASDAQ INC 0.0%
Value $245K Shares 3,107 Est. Cost $78.84 Unrealized
BWX SPDR BLOOMBERG BRCLYS INTL ETF 0.0%
Value $245K Shares 11,299 Est. Cost $21.68 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.0%
Value $244K Shares 2,415 Est. Cost $100.83 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value $242K Shares 2,241 Est. Cost $107.79 Unrealized
FVD FIRST TR EXCHANGE TRADED FD SH 0.0%
Value $238K Shares 4,944 Est. Cost $48.18 Unrealized
SPEM SPDR INDEX SHS FDS STATE STREE 0.0%
Value $237K Shares 4,572 Est. Cost $51.79 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $235K Shares 812 Est. Cost $289.78 Unrealized
KBH KB HOME 0.0%
Value $234K Shares 3,733 Est. Cost $62.59 Unrealized
DDOG DATADOG INC 0.0%
Value $233K Shares 895 Est. Cost $260.60 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFP 0.0%
Value $233K Shares 4,634 Est. Cost $50.24 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value $229K Shares 27,035 Est. Cost $8.48 Unrealized
ABNB AIRBNB INC 0.0%
Value $229K Shares 1,600 Est. Cost $143.12 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value $227K Shares 1,002 Est. Cost $226.94 Unrealized
SCMB SCHWAB STRATEGIC TR MUN BD ETF 0.0%
Value $225K Shares 8,726 Est. Cost $25.82 Unrealized
SYY SYSCO CORP 0.0%
Value $225K Shares 2,693 Est. Cost $83.59 Unrealized
WAT WATERS CORP 0.0%
Value $224K Shares 596 Est. Cost $375.04 Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $224K Shares 1,308 Est. Cost $170.89 Unrealized
FCOR FIDELITY MERRIMACK STR TR CORP 0.0%
Value $219K Shares 4,654 Est. Cost $47.15 Unrealized
DUHP DIMENSIONAL ETF TRUST US HIGH 0.0%
Value $219K Shares 5,257 Est. Cost $41.73 Unrealized
JPST J P MORGAN EXCHANGE TRADED FD 0.0%
Value $217K Shares 4,295 Est. Cost $50.58 Unrealized
BDX BECTON DICKINSON CO 0.0%
Value $216K Shares 1,429 Est. Cost $151.40 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $215K Shares 846 Est. Cost $254.72 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $215K Shares 1,947 Est. Cost $110.64 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $214K Shares 2,200 Est. Cost $97.06 Unrealized
EQIX EQUINIX INC 0.0%
Value $212K Shares 203 Est. Cost $1044.46 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $210K Shares 2,363 Est. Cost $88.87 Unrealized
CELC CELCUITY INC 0.0%
Value $209K Shares 2,000 Est. Cost $104.62 Unrealized
NVR NVR INC 0.0%
Value $206K Shares 30 Est. Cost $6852.03 Unrealized
FTMU PUTNAM ETF TRUST FRANKLIN MUNI 0.0%
Value $205K Shares 25,886 Est. Cost $7.93 Unrealized
BWA BORGWARNER INC 0.0%
Value $203K Shares 3,050 Est. Cost $66.42 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value $157K Shares 14,836 Est. Cost $10.57 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $113K Shares 20,000 Est. Cost $5.66 Unrealized
GAMCO GLOBAL GOLD NAT RES 0.0%
Value $107K Shares 22,200 Est. Cost $4.84 Unrealized
XPOF XPONENTIAL FITNESS INC CLASS 0.0%
Value $82,749 Shares 11,958 Est. Cost $6.92 Unrealized
PNNT PENNANTPARK INVT CORP 0.0%
Value $46,435 Shares 13,382 Est. Cost $3.47 Unrealized
TRX TRX GOLD CORPORATION 0.0%
Value $9,768 Shares 11,840 Est. Cost $0.82 Unrealized

Increased Positions (347)

GE GE AEROSPACE COM NEW 1.3%
Value $4.331B (+97289.6%) Shares 11,588,047 (+73850.5%) Est. Cost $373.46 Unrealized
GEV GE VERNOVA INC COM 1.2%
Value $4.182B (+121210.2%) Shares 3,559,479 (+90036.2%) Est. Cost $1173.98 Unrealized
CAT CATERPILLAR INC 3.2%
Value $10.59B (+52.9%) Shares 9,942,521 (+1.7%) Est. Cost $195.94 Unrealized
ASML ASML HLDG NV NYS 2.8%
Value $9.425B (+55.1%) Shares 4,737,614 (+3.0%) Est. Cost $510.56 Unrealized
GOOGL ALPHABET INC CLASS A 4.3%
Value $14.29B (+27.3%) Shares 39,989,840 (+2.4%) Est. Cost $129.99 Unrealized
NVDA NVIDIA CORP COM 5.4%
Value $18.2B (+17.8%) Shares 90,935,947 (+2.7%) Est. Cost $103.38 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUF ADR 2.7%
Value $9.01B (+43.2%) Shares 18,866,198 (+1.3%) Est. Cost $60.43 Unrealized
CSCO CISCO SYS INC 1.2%
Value $3.925B (+192.4%) Shares 33,412,725 (+93.1%) Est. Cost $96.28 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value $3.775B (+166.3%) Shares 9,082,269 (+73.4%) Est. Cost $455.47 Unrealized
AAPL APPLE INC 5.0%
Value $16.67B (+16.4%) Shares 57,610,104 (+2.1%) Est. Cost $118.25 Unrealized
PANW PALO ALTO NETWORKS INC 0.6%
Value $1.963B (+4670.4%) Shares 5,755,989 (+2142.6%) Est. Cost $333.49 Unrealized
MRK MERCK CO INC 1.5%
Value $4.949B (+55.6%) Shares 38,516,263 (+45.7%) Est. Cost $91.70 Unrealized
LLY ELI LILLY CO 1.8%
Value $6.073B (+36.5%) Shares 5,063,516 (+4.6%) Est. Cost $387.93 Unrealized
GS GOLDMAN SACHS GROUP INC 2.1%
Value $7.043B (+21.9%) Shares 6,964,113 (+2.0%) Est. Cost $314.23 Unrealized
MS MORGAN STANLEY 1.6%
Value $5.471B (+29.9%) Shares 26,172,995 (+2.2%) Est. Cost $74.28 Unrealized
AMZN AMAZON COM INC COM 2.5%
Value $8.337B (+17.1%) Shares 34,978,432 (+2.3%) Est. Cost $134.34 Unrealized
IEF ISHARES TR 7 10YR TR BD ETF 4.5%
Value $15.22B (+8.5%) Shares 160,964,153 (+9.5%) Est. Cost $96.78 Unrealized
AVGO BROADCOM INC COM 1.7%
Value $5.716B (+25.7%) Shares 15,131,673 (+3.0%) Est. Cost $186.06 Unrealized
JNJ JOHNSON JOHNSON 1.0%
Value $3.38B (+49.2%) Shares 13,307,056 (+43.6%) Est. Cost $185.89 Unrealized
C CITIGROUP INC 1.5%
Value $5.102B (+27.7%) Shares 36,456,162 (+3.5%) Est. Cost $56.18 Unrealized
JPM JPMORGAN CHASE CO 1.7%
Value $5.705B (+13.9%) Shares 17,427,412 (+2.4%) Est. Cost $154.54 Unrealized
CMI CUMMINS INC 0.8%
Value $2.564B (+36.3%) Shares 3,595,361 (+2.8%) Est. Cost $265.05 Unrealized
BCS BARCLAYS PLC ADR 0.8%
Value $2.522B (+30.3%) Shares 93,904,423 (+2.7%) Est. Cost $16.64 Unrealized
BAC BANK OF AMER CORP 1.0%
Value $3.374B (+20.7%) Shares 59,215,368 (+3.3%) Est. Cost $34.67 Unrealized
ORCL ORACLE CORP 0.6%
Value $1.943B (+38.2%) Shares 13,261,451 (+38.7%) Est. Cost $83.73 Unrealized
VCIT VANGUARD FDS INT TERM CORP 2.4%
Value $7.91B (+7.2%) Shares 95,703,099 (+7.3%) Est. Cost $84.28 Unrealized
ABBV ABBVIE INC 0.7%
Value $2.39B (+20.9%) Shares 9,497,970 (+4.5%) Est. Cost $222.72 Unrealized
WMT WALMART INC 1.4%
Value $4.7B (-7.7%) Shares 41,493,173 (+1.3%) Est. Cost $56.44 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value $3.189B (+14.0%) Shares 9,426,671 (+1.9%) Est. Cost $105.42 Unrealized
FCX FREEPORT MCMORAN INC 1.3%
Value $4.209B (+10.0%) Shares 66,922,014 (+2.8%) Est. Cost $23.15 Unrealized
RY ROYAL BK CDA 0.4%
Value $1.462B (+34.6%) Shares 7,062,353 (+5.2%) Est. Cost $130.09 Unrealized
MSFT MICROSOFT CORP 3.0%
Value $9.927B (+3.4%) Shares 26,611,728 (+2.6%) Est. Cost $169.40 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL G ADR 0.6%
Value $1.947B (+19.9%) Shares 97,910,346 (+2.3%) Est. Cost $13.57 Unrealized
PFE PFIZER INC 0.8%
Value $2.626B (-10.9%) Shares 109,067,291 (+3.9%) Est. Cost $25.40 Unrealized
NVS NOVARTIS A G SPONSORED ADR ADR 0.7%
Value $2.433B (+14.7%) Shares 15,523,378 (+11.8%) Est. Cost $131.65 Unrealized
DE DEERE CO 0.6%
Value $2.017B (+18.2%) Shares 3,179,375 (+5.0%) Est. Cost $410.02 Unrealized
BHP BHP GROUP LTD SPONSORED AD ADR 0.6%
Value $2.028B (+16.8%) Shares 24,341,120 (+2.0%) Est. Cost $63.93 Unrealized
UL UNILEVER PLC ADR 0.4%
Value $1.485B (+22.5%) Shares 24,693,472 (+16.1%) Est. Cost $64.46 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NE ADR 0.5%
Value $1.766B (+17.6%) Shares 18,572,508 (+2.0%) Est. Cost $59.70 Unrealized
TM TOYOTA MOTOR CORP ADR 0.4%
Value $1.213B (-16.7%) Shares 7,202,123 (+1.9%) Est. Cost $148.67 Unrealized
EMR EMERSON ELEC CO 0.4%
Value $1.349B (+21.5%) Shares 9,426,709 (+11.2%) Est. Cost $126.32 Unrealized
XLI SPDR INDUSTRIALS SELECT SECTOR 0.2%
Value $713M (+48.8%) Shares 3,847,445 (+29.9%) Est. Cost $124.19 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value $1.558B (-12.3%) Shares 3,918,840 (+1.7%) Est. Cost $312.42 Unrealized
CSX CSX CORP 0.4%
Value $1.333B (+19.2%) Shares 28,042,636 (+2.9%) Est. Cost $30.42 Unrealized
UNP UNION PAC CORP 0.5%
Value $1.789B (+13.4%) Shares 6,578,759 (+1.1%) Est. Cost $168.69 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV ADR 0.3%
Value $1.026B (+24.1%) Shares 12,452,441 (+4.5%) Est. Cost $83.38 Unrealized
SBUX STARBUCKS CORP 0.4%
Value $1.286B (+17.2%) Shares 12,585,385 (+2.8%) Est. Cost $81.78 Unrealized
SAP SAP SE ADR 0.7%
Value $2.301B (-7.5%) Shares 14,931,460 (+2.7%) Est. Cost $211.49 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $318M (+120.7%) Shares 440,384 (+4.3%) Est. Cost $179.01 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.9%
Value $3.043B (-5.2%) Shares 3,253,040 (+1.0%) Est. Cost $339.81 Unrealized
DB DEUTSCHE BK AG GRS 0.3%
Value $1.003B (+18.6%) Shares 29,700,418 (+4.6%) Est. Cost $23.78 Unrealized
PEP PEPSICO INC COM 0.3%
Value $1.175B (-11.1%) Shares 8,676,821 (+2.0%) Est. Cost $165.16 Unrealized
BA BOEING CO 0.4%
Value $1.311B (+12.5%) Shares 6,055,655 (+3.5%) Est. Cost $202.40 Unrealized
PBEU PBB EUROPE BANKS ETF 0.2%
Value $582M (+33.3%) Shares 17,734,791 (+11.7%) Est. Cost $28.03 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $475M (+42.8%) Shares 959,431 (+3.5%) Est. Cost $273.12 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.4%
Value $1.361B (+10.6%) Shares 12,648,532 (+9.1%) Est. Cost $107.19 Unrealized
PBPH PBB WORLD BIOPHARMA ETF 0.3%
Value $844M (+17.8%) Shares 31,067,084 (+10.8%) Est. Cost $25.72 Unrealized
EXI ISHARES TR GLOB INDSTRL ETF 0.2%
Value $607M (+21.7%) Shares 3,027,680 (+9.9%) Est. Cost $149.51 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.1%
Value $486M (+22.4%) Shares 2,789,416 (+20.8%) Est. Cost $61.61 Unrealized
SMFG SUMITOMO MITSUI FIN GRP IN ADR 0.0%
Value $148M (+135.0%) Shares 6,291,379 (+96.8%) Est. Cost $20.42 Unrealized
RIO RIO TINTO PLC ADR 0.6%
Value $1.963B (+4.5%) Shares 20,675,995 (+2.7%) Est. Cost $61.93 Unrealized
MTRN MATERION CORP 0.0%
Value $147M (+130.3%) Shares 495,230 (+12.0%) Est. Cost $141.93 Unrealized
CM CANADIAN IMPERIAL BANK OF COMM 0.1%
Value $323M (+34.1%) Shares 2,810,100 (+10.5%) Est. Cost $78.49 Unrealized
KBWB INVESCO EXCHANGE TRADED FD TR 0.1%
Value $386M (+26.2%) Shares 4,149,096 (+7.4%) Est. Cost $60.77 Unrealized
POWL POWELL INDS INC 0.1%
Value $210M (+50.7%) Shares 731,619 (+184.8%) Est. Cost $266.34 Unrealized
FLJP FRANKLIN FTSE JAPAN ETF 0.1%
Value $219M (+47.2%) Shares 5,504,027 (+34.0%) Est. Cost $37.08 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value $297M (+31.0%) Shares 3,179,506 (+18.6%) Est. Cost $72.03 Unrealized
PH PARKER HANNIFIN CORP 0.2%
Value $517M (+13.4%) Shares 528,838 (+3.8%) Est. Cost $434.57 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $1.462B (+4.3%) Shares 2,915,715 (+2.2%) Est. Cost $424.29 Unrealized
PG PROCTER GAMBLE CO 0.5%
Value $1.648B (+3.6%) Shares 11,238,939 (+2.0%) Est. Cost $145.36 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value $1.036B (+5.5%) Shares 3,829,798 (+1.5%) Est. Cost $205.15 Unrealized
KLAC KLA CORPORATION 0.0%
Value $98.68M (+120.4%) Shares 327,073 (+975.6%) Est. Cost $338.76 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $50.4M (+5222.5%) Shares 187,444 (+4462.9%) Est. Cost $266.60 Unrealized
RTX RTX CORPORATION COM 1.3%
Value $4.34B (+1.1%) Shares 22,872,255 (+2.8%) Est. Cost $96.50 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $378M (+13.9%) Shares 1,200,449 (+3.9%) Est. Cost $205.31 Unrealized
KXI ISHARES GLOBAL CONS STAPLES 0.1%
Value $490M (+9.6%) Shares 7,262,318 (+8.7%) Est. Cost $63.27 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value $453M (+9.6%) Shares 5,119,205 (+2.0%) Est. Cost $63.87 Unrealized
SONY SONY GROUP CORP ADR 0.7%
Value $2.251B (-1.7%) Shares 112,216,813 (+1.4%) Est. Cost $28.00 Unrealized
IEX IDEX CORP 0.1%
Value $170M (+26.6%) Shares 748,815 (+5.7%) Est. Cost $207.90 Unrealized
GSK GSK PLC SPONSORED ADR ADR 0.6%
Value $1.873B (-1.7%) Shares 35,722,792 (+3.5%) Est. Cost $36.92 Unrealized
KALU KAISER ALUMINIUM CORPORATION 0.0%
Value $69.01M (+88.1%) Shares 352,761 (+15.8%) Est. Cost $117.72 Unrealized
HEI HEICO CORP NEW 0.0%
Value $123M (+33.8%) Shares 344,570 (+3.0%) Est. Cost $155.51 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value $1.228B (-2.2%) Shares 2,674,677 (+3.3%) Est. Cost $576.83 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value $83.76M (+47.5%) Shares 584,320 (+2.4%) Est. Cost $132.62 Unrealized
AZN ASTRAZENECA PLC 0.6%
Value $2.114B (-1.2%) Shares 11,146,292 (+2.8%) Est. Cost $190.37 Unrealized
CENX CENTURY ALUM CO 0.0%
Value $70.6M (+41.3%) Shares 1,534,405 (+80.2%) Est. Cost $27.75 Unrealized
INGR INGREDION INC 0.0%
Value $23.8M (+588.3%) Shares 251,335 (+718.7%) Est. Cost $97.33 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $28.19M (+257.5%) Shares 24,418 (+4.6%) Est. Cost $131.30 Unrealized
CVLT COMMVAULT SYS INC 0.0%
Value $32.78M (+159.2%) Shares 231,299 (+42.5%) Est. Cost $141.00 Unrealized
NNN NNN REIT INC 0.0%
Value $26.74M (+250.6%) Shares 574,722 (+216.7%) Est. Cost $45.72 Unrealized
ETN EATON CORP PLC 0.0%
Value $99.58M (+23.6%) Shares 233,698 (+3.8%) Est. Cost $195.54 Unrealized
ADSK AUTODESK INC 0.0%
Value $96.02M (-16.4%) Shares 493,878 (+3.0%) Est. Cost $252.09 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value $22.81M (+248.0%) Shares 227,963 (+181.5%) Est. Cost $86.90 Unrealized
PSMT PRICESMART INC 0.0%
Value $64.4M (+33.5%) Shares 329,677 (+2.9%) Est. Cost $127.67 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value $79.54M (+24.9%) Shares 2,481,754 (+6.9%) Est. Cost $24.45 Unrealized
BIIB BIOGEN INC 0.0%
Value $73.03M (+27.4%) Shares 338,018 (+8.1%) Est. Cost $186.03 Unrealized
TNGX TANGO THERAPEUTICS INC 0.0%
Value $18.07M (+432.0%) Shares 578,158 (+256.0%) Est. Cost $24.31 Unrealized
VGT VANGUARD FDS INF TECH ETF 0.0%
Value $59.53M (+31.7%) Shares 498,063 (+668.7%) Est. Cost $148.52 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $35.34M (+66.3%) Shares 111,507 (+56.0%) Est. Cost $259.44 Unrealized
UBSI UNITED BANKSHARES INC WEST VA 0.0%
Value $63.97M (+27.5%) Shares 1,395,828 (+15.2%) Est. Cost $36.93 Unrealized
WS WORTHINGTON STL INC 0.0%
Value $21.5M (+176.7%) Shares 640,136 (+150.1%) Est. Cost $33.70 Unrealized
PK PARK HOTELS RESORTS INC COM 0.0%
Value $21.12M (+121.8%) Shares 1,482,170 (+63.9%) Est. Cost $12.68 Unrealized
BOX BOX INC 0.0%
Value $24.48M (+74.4%) Shares 922,431 (+55.3%) Est. Cost $29.95 Unrealized
NUE NUCOR CORP 0.0%
Value $37.56M (+35.9%) Shares 168,613 (+3.2%) Est. Cost $114.25 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $30.63M (+45.0%) Shares 133,504 (+13.7%) Est. Cost $149.04 Unrealized
LIN LINDE PLC 0.0%
Value $140M (+7.0%) Shares 270,144 (+2.3%) Est. Cost $446.50 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value $16.16M (+124.2%) Shares 245,348 (+84.2%) Est. Cost $58.59 Unrealized
LII LENNOX INTL INC 0.0%
Value $27.67M (+45.1%) Shares 48,301 (+17.6%) Est. Cost $396.76 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $9.687M (+643.6%) Shares 39,340 (+528.4%) Est. Cost $231.95 Unrealized
FLR FLUOR CORP 0.0%
Value $29.23M (+39.4%) Shares 557,850 (+24.1%) Est. Cost $43.80 Unrealized
ALKS ALKERMES PLC 0.0%
Value $21.96M (+59.0%) Shares 419,102 (+7.3%) Est. Cost $30.64 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value $14.34M (+123.2%) Shares 165,284 (+87.4%) Est. Cost $84.46 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value $42.67M (+19.5%) Shares 827,338 (+3.5%) Est. Cost $31.38 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $22.77M (+41.4%) Shares 135,104 (+10.5%) Est. Cost $118.45 Unrealized
FNB F N B CORP 0.0%
Value $35.34M (+22.3%) Shares 1,852,284 (+7.2%) Est. Cost $15.91 Unrealized
IVV ISHARES SP 500 ETF 0.0%
Value $14.23M (+82.7%) Shares 19,000 (+59.4%) Est. Cost $643.69 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $33.34M (+23.5%) Shares 212,393 (+8.9%) Est. Cost $108.99 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.0%
Value $133M (+4.8%) Shares 1,340,551 (+5.1%) Est. Cost $102.94 Unrealized
CURB CURBLINE PPTYS CORP COM 0.0%
Value $16.97M (+44.5%) Shares 558,203 (+22.5%) Est. Cost $24.58 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $12.5M (+71.5%) Shares 101,290 (+47.5%) Est. Cost $100.82 Unrealized
UE URBAN EDGE PPTYS 0.0%
Value $17.82M (+40.9%) Shares 778,973 (+23.0%) Est. Cost $15.76 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW 0.0%
Value $15.72M (+45.8%) Shares 1,373,262 (+14.7%) Est. Cost $9.96 Unrealized
INCY INCYTE CORP 0.0%
Value $15.53M (+46.4%) Shares 137,018 (+21.5%) Est. Cost $93.61 Unrealized
XHR XENIA HOTELS RESORTS INC 0.0%
Value $10.75M (+81.3%) Shares 527,861 (+32.1%) Est. Cost $15.06 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $4.896M (+912.3%) Shares 20,610 (+800.4%) Est. Cost $228.75 Unrealized
CSTM CONSTELLIUM SE 0.0%
Value $17.61M (+32.8%) Shares 552,416 (+2.4%) Est. Cost $23.27 Unrealized
FER FERROVIAL NV 0.0%
Value $46.42M (+10.2%) Shares 676,569 (+4.5%) Est. Cost $49.42 Unrealized
CMPX COMPASS THERAPEUTICS INC 0.0%
Value $3.048M (-57.3%) Shares 1,391,890 (+3.2%) Est. Cost $5.88 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value $10.73M (+57.0%) Shares 29,001 (+36.1%) Est. Cost $322.22 Unrealized
LOW LOWES COS INC 0.0%
Value $94.69M (-3.9%) Shares 429,431 (+3.0%) Est. Cost $175.47 Unrealized
SHY ISHARES TR 1 3 YR TR BD ETF 0.0%
Value $53.73M (+7.6%) Shares 654,407 (+8.2%) Est. Cost $82.96 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value $22.26M (+20.5%) Shares 1,333,729 (+7.5%) Est. Cost $16.59 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value $21.41M (+20.8%) Shares 265,741 (+18.7%) Est. Cost $59.18 Unrealized
GLUE MONTE ROSA THERAPEUTICS INC 0.0%
Value $8.797M (+69.8%) Shares 363,520 (+15.5%) Est. Cost $21.13 Unrealized
EXEL EXELIXIS INC 0.0%
Value $10.65M (+50.5%) Shares 195,661 (+18.6%) Est. Cost $41.50 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR 0.0%
Value $24.14M (+15.2%) Shares 152,137 (+6.5%) Est. Cost $140.63 Unrealized
CVS CVS HEALTH CORPORATION COM 0.0%
Value $9.519M (+49.9%) Shares 92,010 (+4.1%) Est. Cost $62.15 Unrealized
POST POST HLDGS INC 0.0%
Value $42.49M (-6.2%) Shares 481,429 (+5.0%) Est. Cost $104.32 Unrealized
SKT TANGER INC 0.0%
Value $17.1M (+19.4%) Shares 433,199 (+2.8%) Est. Cost $19.58 Unrealized
VONG VANGUARD SCOTTSDALE FDS VNG RU 0.0%
Value $3.267M (+564.9%) Shares 25,558 (+470.6%) Est. Cost $124.79 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $11.63M (+29.4%) Shares 49,901 (+1.2%) Est. Cost $159.36 Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $9.496M (+37.9%) Shares 249,494 (+30.7%) Est. Cost $34.03 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value $9.422M (+37.3%) Shares 153,681 (+29.6%) Est. Cost $51.85 Unrealized
FRME FIRST MERCHANTS CORP 0.0%
Value $16.03M (+18.7%) Shares 367,005 (+5.2%) Est. Cost $34.74 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $37M (+7.0%) Shares 1,189,585 (+16.0%) Est. Cost $20.92 Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $4.928M (+90.7%) Shares 18,214 (+72.7%) Est. Cost $270.70 Unrealized
AVUV AMERICAN CENTY ETF TR US SML C 0.0%
Value $2.253M (+976.6%) Shares 18,055 (+853.3%) Est. Cost $123.27 Unrealized
META META PLATFORMS INC CL A 1.1%
Value $3.827B (+0.1%) Shares 6,794,023 (+1.6%) Est. Cost $333.10 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value $7.708M (+35.3%) Shares 372,886 (+19.6%) Est. Cost $17.13 Unrealized
BKR BAKER HUGHES CO 0.0%
Value $41.44M (-4.6%) Shares 746,624 (+4.9%) Est. Cost $28.24 Unrealized
TSLA TESLA INC 0.0%
Value $14.9M (+15.3%) Shares 35,424 (+1.9%) Est. Cost $304.48 Unrealized
BX BLACKSTONE INC 0.0%
Value $3.232M (+152.2%) Shares 27,463 (+146.5%) Est. Cost $124.42 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $6.343M (+44.0%) Shares 18,944 (+7.8%) Est. Cost $114.29 Unrealized
ESGU ISHARES ESG MSCI USA ETF 0.0%
Value $11.11M (+21.0%) Shares 67,897 (+4.5%) Est. Cost $98.88 Unrealized
YUM YUM BRANDS INC 0.0%
Value $11.49M (+19.8%) Shares 71,901 (+16.5%) Est. Cost $131.74 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $2.561M (+193.1%) Shares 45,431 (+141.6%) Est. Cost $52.49 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $8.294M (+24.0%) Shares 77,149 (+13.5%) Est. Cost $117.89 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $2.63M (+148.1%) Shares 3,445 (+26.9%) Est. Cost $423.01 Unrealized
TGT TARGET CORP 0.0%
Value $2.048M (+323.1%) Shares 15,682 (+292.7%) Est. Cost $124.35 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR 0.0%
Value $4.903M (+46.4%) Shares 25,735 (+2.1%) Est. Cost $163.78 Unrealized
ALL ALLSTATE CORP 0.0%
Value $2.235M (+222.8%) Shares 9,393 (+181.4%) Est. Cost $209.46 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value $5.391M (+38.8%) Shares 62,581 (+603.9%) Est. Cost $121.80 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $3.169M (+90.0%) Shares 18,653 (+37.3%) Est. Cost $121.05 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $2.501M (+149.4%) Shares 8,388 (+62.5%) Est. Cost $192.57 Unrealized
VSEC VSE CORP 0.0%
Value $5.738M (+33.3%) Shares 25,112 (+7.5%) Est. Cost $158.05 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $9.65M (+16.5%) Shares 134,120 (+6.8%) Est. Cost $48.50 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $3.21M (+72.9%) Shares 27,517 (+116.8%) Est. Cost $110.46 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value $2.486M (+104.2%) Shares 12,315 (+24.4%) Est. Cost $124.68 Unrealized
DNTH DIANTHUS THERAPEUTICS INC 0.0%
Value $2.276M (+114.9%) Shares 23,353 (+85.0%) Est. Cost $65.75 Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value $3.404M (+54.6%) Shares 35,100 (+26.5%) Est. Cost $93.47 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $2.767M (-29.7%) Shares 22,231 (+12.1%) Est. Cost $246.79 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value $2.72M (+67.6%) Shares 33,762 (+497.5%) Est. Cost $113.22 Unrealized
CHD CHURCH DWIGHT CO INC 0.0%
Value $19.48M (+5.9%) Shares 201,111 (+2.0%) Est. Cost $88.56 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $1.609M (+207.6%) Shares 12,143 (+213.9%) Est. Cost $132.37 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.297M (+512.8%) Shares 25,220 (+347.8%) Est. Cost $50.51 Unrealized
SUSC ISHARES TR ESG AWRE USD ETF 0.0%
Value $20.33M (+5.5%) Shares 877,984 (+5.4%) Est. Cost $24.27 Unrealized
OGE OGE ENERGY CORP 0.0%
Value $2.805M (+59.3%) Shares 57,643 (+57.0%) Est. Cost $46.18 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $1.462M (+237.4%) Shares 3,389 (+28.4%) Est. Cost $205.01 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value $4.247M (+31.6%) Shares 58,158 (+21.1%) Est. Cost $51.05 Unrealized
IVW ISHARES TR SP 500 GRWT ETF 0.0%
Value $3.924M (+35.1%) Shares 28,533 (+11.1%) Est. Cost $117.58 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value $5.414M (+22.7%) Shares 161,610 (+19.9%) Est. Cost $38.72 Unrealized
CLX CLOROX CO DEL 0.0%
Value $1.566M (+157.6%) Shares 16,412 (+179.7%) Est. Cost $109.30 Unrealized
MCD MCDONALDS CORP 0.0%
Value $84.9M (-1.1%) Shares 314,072 (+13.7%) Est. Cost $260.46 Unrealized
EMBJ EMBRAER SA ADR 0.0%
Value $2.314M (+69.4%) Shares 36,268 (+57.6%) Est. Cost $60.97 Unrealized
MCK MCKESSON CORP 0.0%
Value $1.725M (+120.7%) Shares 2,282 (+152.7%) Est. Cost $678.46 Unrealized
CI CIGNA GROUP 0.0%
Value $1.183M (+375.3%) Shares 4,290 (+360.3%) Est. Cost $279.32 Unrealized
PPL PPL CORP 0.0%
Value $2.834M (+49.0%) Shares 77,973 (+56.6%) Est. Cost $35.76 Unrealized
SENEA SENECA FOODS CORP NEW 0.0%
Value $1.588M (+141.5%) Shares 9,130 (+109.8%) Est. Cost $148.36 Unrealized
MFG MIZUHO FINANCIAL GROUP INC ADR 0.0%
Value $3.089M (+39.1%) Shares 322,485 (+15.3%) Est. Cost $5.12 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value $1.554M (+122.1%) Shares 16,279 (+101.6%) Est. Cost $91.08 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $1.595M (+114.2%) Shares 3,840 (+123.8%) Est. Cost $393.79 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $2.391M (+53.9%) Shares 18,926 (+69.7%) Est. Cost $109.44 Unrealized
BKNG BOOKING HLDGS INC COM 0.0%
Value $71.64M (-1.2%) Shares 401,951 (+2235.0%) Est. Cost $310.70 Unrealized
SPYM SPDR SERIES TRUST STATE STREET 0.0%
Value $1.363M (+152.6%) Shares 15,505 (+120.0%) Est. Cost $79.31 Unrealized
TYRA TYRA BIOSCIENCE INC 0.0%
Value $1.924M (+74.4%) Shares 60,230 (+109.1%) Est. Cost $25.45 Unrealized
IJH ISHARES SP MIDCAP ETF 0.0%
Value $5.938M (+15.7%) Shares 77,003 (+1.4%) Est. Cost $69.70 Unrealized
REG REGENCY CTRS CORP 0.0%
Value $1.241M (+180.8%) Shares 15,564 (+166.5%) Est. Cost $75.89 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value $1.172M (+211.7%) Shares 1,214 (+26.6%) Est. Cost $345.92 Unrealized
AFL AFLAC INC 0.0%
Value $2.169M (+57.3%) Shares 18,497 (+47.2%) Est. Cost $100.81 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $2.903M (+37.1%) Shares 38,173 (+22.7%) Est. Cost $73.60 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.0%
Value $5.865M (-11.7%) Shares 47,235 (+203.1%) Est. Cost $214.24 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $5.628M (+16.0%) Shares 61,385 (+7.9%) Est. Cost $88.89 Unrealized
VXUS VANGUARD STAR FDS VG TL INTL S 0.0%
Value $3.055M (+31.6%) Shares 35,731 (+18.7%) Est. Cost $72.31 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $56.31M (+1.3%) Shares 341,111 (+12.3%) Est. Cost $147.65 Unrealized
COGT COGENT BIOSCIENCES INC 0.0%
Value $7.155M (+11.0%) Shares 184,875 (+10.4%) Est. Cost $30.51 Unrealized
KCE SPDR SERIES TRUST SP CAP MKT 0.0%
Value $7.476M (+10.1%) Shares 50,777 (+2.9%) Est. Cost $85.42 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $3.32M (+26.0%) Shares 9,213 (+9.2%) Est. Cost $202.87 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value $6.199M (+11.9%) Shares 60,293 (+4.1%) Est. Cost $76.99 Unrealized
APH AMPHENOL CORP 0.0%
Value $1.354M (+92.1%) Shares 7,677 (+37.7%) Est. Cost $117.51 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $1.747M (+58.3%) Shares 4,397 (+26.8%) Est. Cost $246.60 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value $8.698M (+7.6%) Shares 33,398 (+2.0%) Est. Cost $138.53 Unrealized
ACNB ACNB CORP 0.0%
Value $1.856M (+47.4%) Shares 31,250 (+18.8%) Est. Cost $51.74 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.0%
Value $946K (+169.9%) Shares 2,758 (+88.9%) Est. Cost $275.04 Unrealized
BFC BANK FIRST CORPORATION 0.0%
Value $1.848M (+46.8%) Shares 12,456 (+33.6%) Est. Cost $140.10 Unrealized
XLF SPDR FINANCIALS SELECT SECTOR 0.0%
Value $6.053M (+10.7%) Shares 112,908 (+2.0%) Est. Cost $43.21 Unrealized
MTUS METALLUS INC 0.0%
Value $1.742M (+48.3%) Shares 93,210 (+29.6%) Est. Cost $19.48 Unrealized
SPFI SOUTH PLAINS FINANCIAL INC 0.0%
Value $1.864M (+41.0%) Shares 43,254 (+37.1%) Est. Cost $41.81 Unrealized
PKBK PARKE BANCORP INC 0.0%
Value $1.848M (+39.1%) Shares 55,715 (+19.2%) Est. Cost $28.06 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE E 0.0%
Value $798K (+182.2%) Shares 16,202 (+143.6%) Est. Cost $46.42 Unrealized
D DOMINION ENERGY INC 0.0%
Value $982K (+110.2%) Shares 14,381 (+90.3%) Est. Cost $63.98 Unrealized
COPX GLOBAL X FDS GLOBAL X COPPER 0.0%
Value $716K (+242.7%) Shares 9,308 (+240.0%) Est. Cost $76.79 Unrealized
MGK VANGUARD WORLD FD MEGA GRWTH I 0.0%
Value $3.545M (+16.7%) Shares 40,320 (+387.8%) Est. Cost $128.78 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $2.151M (+30.6%) Shares 28,153 (+24.3%) Est. Cost $63.79 Unrealized
MCO MOODYS CORP 0.0%
Value $1.305M (+61.9%) Shares 2,881 (+56.0%) Est. Cost $468.16 Unrealized
IJR ISHARES SP SMALL CAP ETF 0.0%
Value $2.136M (+29.0%) Shares 14,403 (+8.1%) Est. Cost $117.11 Unrealized
SUSB ISHARES TR ESG AWRE 1 5 YR 0.0%
Value $7.416M (+6.6%) Shares 296,743 (+6.9%) Est. Cost $25.05 Unrealized
QQQM INVESCO EXCHANGE TRADED FD TR 0.0%
Value $1.474M (+44.1%) Shares 4,866 (+13.0%) Est. Cost $140.74 Unrealized
UNTY UNITY BANCORP INC 0.0%
Value $1.723M (+33.1%) Shares 29,351 (+17.6%) Est. Cost $54.47 Unrealized
MMM 3M CO 0.0%
Value $1.771M (+31.9%) Shares 10,936 (+18.3%) Est. Cost $116.89 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $1.229M (+52.7%) Shares 8,496 (+25.2%) Est. Cost $87.02 Unrealized
EMXC ISHARES INC MSCI EMRG CHN 0.0%
Value $1.743M (+31.6%) Shares 17,039 (+1.2%) Est. Cost $74.78 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $1.758M (+28.8%) Shares 3,940 (+14.4%) Est. Cost $236.11 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $3.171M (+14.0%) Shares 17,528 (+4.2%) Est. Cost $107.29 Unrealized
SPSK TIDAL TRUST I SP DWJNS SUKUK 0.0%
Value $3.055M (+14.0%) Shares 169,612 (+13.3%) Est. Cost $18.16 Unrealized
ITOT ISHARES TR CORE SP TTL STK 0.0%
Value $958K (+63.0%) Shares 5,830 (+41.4%) Est. Cost $147.33 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $1.172M (+42.8%) Shares 3,007 (+73.3%) Est. Cost $389.74 Unrealized
FDX FEDEX CORP 0.0%
Value $1.03M (+47.1%) Shares 3,289 (+67.3%) Est. Cost $270.24 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $814K (+65.3%) Shares 3,641 (+37.9%) Est. Cost $185.42 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP 0.0%
Value $508K (+141.3%) Shares 17,270 (+110.2%) Est. Cost $26.69 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND E 0.0%
Value $639K (+85.4%) Shares 11,093 (+82.9%) Est. Cost $61.14 Unrealized
WFC WELLS FARGO CO 0.0%
Value $2.592M (+12.2%) Shares 31,359 (+8.1%) Est. Cost $61.19 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $1.178M (+30.4%) Shares 3,179 (+15.1%) Est. Cost $202.42 Unrealized
BMRC BANK OF MARIN BANCORP 0.0%
Value $1.91M (+16.6%) Shares 68,966 (+7.9%) Est. Cost $23.27 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value $816K (+49.0%) Shares 10,656 (+44.7%) Est. Cost $69.27 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $1.208M (+28.5%) Shares 3,658 (+13.5%) Est. Cost $252.50 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $764K (+53.1%) Shares 1,060 (+16.7%) Est. Cost $382.48 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $18.71M (+1.4%) Shares 647,795 (+5.7%) Est. Cost $40.53 Unrealized
RS RELIANCE INC 0.0%
Value $1.205M (+26.8%) Shares 3,224 (+3.1%) Est. Cost $216.01 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $1.733M (+17.0%) Shares 10,633 (+2.8%) Est. Cost $62.74 Unrealized
AME AMETEK INC 0.0%
Value $602K (+71.1%) Shares 2,486 (+51.6%) Est. Cost $229.65 Unrealized
KR KROGER CO 0.0%
Value $905K (-21.5%) Shares 16,304 (+2.3%) Est. Cost $50.78 Unrealized
NTAP NETAPP INC 0.0%
Value $523K (+90.0%) Shares 3,380 (+25.7%) Est. Cost $122.06 Unrealized
TFC TRUIST FINL CORP 0.0%
Value $691K (+55.9%) Shares 13,875 (+43.8%) Est. Cost $43.92 Unrealized
FTNT FORTINET INC 0.0%
Value $460K (+113.2%) Shares 2,996 (+13.4%) Est. Cost $88.71 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $802K (+41.6%) Shares 3,581 (+28.4%) Est. Cost $261.13 Unrealized
EWA ISHARES INC MSCI AUST ETF 0.0%
Value $6.252M (+3.8%) Shares 222,010 (+2.3%) Est. Cost $26.84 Unrealized
AZO AUTOZONE INC 0.0%
Value $576K (+65.4%) Shares 180 (+74.8%) Est. Cost $3391.97 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value $509K (+79.2%) Shares 6,328 (+66.0%) Est. Cost $106.08 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT 0.0%
Value $601K (+55.2%) Shares 2,440 (+29.8%) Est. Cost $204.06 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $3.406M (+6.5%) Shares 97,886 (+13.9%) Est. Cost $52.13 Unrealized
IVE ISHARES TR SP 500 VAL ETF 0.0%
Value $2.393M (+9.4%) Shares 10,539 (+1.7%) Est. Cost $204.76 Unrealized
CB CHUBB LTD SWITZ 0.0%
Value $1.812M (+12.8%) Shares 5,317 (+7.9%) Est. Cost $248.23 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value $1.327M (+18.3%) Shares 4,376 (+2.2%) Est. Cost $247.55 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $2.628M (+8.0%) Shares 23,012 (+12.2%) Est. Cost $66.25 Unrealized
BRO BROWN BROWN INC 0.0%
Value $396K (+96.0%) Shares 6,173 (+99.3%) Est. Cost $73.80 Unrealized
CLS CELESTICA INC 0.0%
Value $606K (+46.8%) Shares 1,661 (+13.4%) Est. Cost $308.85 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $850K (+28.1%) Shares 14,699 (+27.7%) Est. Cost $55.85 Unrealized
APP APPLOVIN CORP 0.0%
Value $420K (+79.4%) Shares 815 (+38.6%) Est. Cost $508.79 Unrealized
MET METLIFE INC 0.0%
Value $463K (+66.2%) Shares 5,471 (+38.9%) Est. Cost $80.97 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $3.08M (+6.4%) Shares 10,598 (+26.3%) Est. Cost $272.65 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $808K (+29.4%) Shares 9,258 (+46.1%) Est. Cost $105.27 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $569K (+46.2%) Shares 29,736 (+47.6%) Est. Cost $16.67 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL E 0.0%
Value $540K (+49.5%) Shares 2,222 (+33.6%) Est. Cost $206.75 Unrealized
TRGP TARGA RES CORP 0.0%
Value $463K (+60.4%) Shares 1,727 (+50.0%) Est. Cost $188.46 Unrealized
WELL WELLTOWER INC COM 0.0%
Value $450K (+62.6%) Shares 1,983 (+41.6%) Est. Cost $183.30 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $969K (+19.8%) Shares 5,016 (+5.8%) Est. Cost $184.98 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $436K (+53.8%) Shares 1,552 (+7.8%) Est. Cost $134.23 Unrealized
HAL HALLIBURTON CO 0.0%
Value $15.77M (-0.9%) Shares 464,462 (+13.8%) Est. Cost $29.71 Unrealized
IRM IRON MTN INC DEL 0.0%
Value $498K (+40.1%) Shares 3,946 (+13.3%) Est. Cost $112.78 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $515K (+37.1%) Shares 7,128 (+31.4%) Est. Cost $68.90 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $359K (+57.9%) Shares 1,025 (+27.5%) Est. Cost $221.06 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $365K (+56.4%) Shares 19,701 (+52.1%) Est. Cost $19.50 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.0%
Value $354K (+59.1%) Shares 15,551 (+60.0%) Est. Cost $22.86 Unrealized
COR CENCORA INC 0.0%
Value $1.053M (+14.1%) Shares 3,720 (+26.7%) Est. Cost $299.66 Unrealized
NEM NEWMONT CORP 0.0%
Value $879K (-12.8%) Shares 9,413 (+1.1%) Est. Cost $83.91 Unrealized
PLD PROLOGIS INC COM 0.0%
Value $2.231M (+6.1%) Shares 16,467 (+3.5%) Est. Cost $95.20 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $388K (+47.3%) Shares 5,110 (+16.6%) Est. Cost $91.12 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $910K (-12.0%) Shares 37,078 (+2.9%) Est. Cost $25.18 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $498K (+32.6%) Shares 1,086 (+28.5%) Est. Cost $486.83 Unrealized
VHT VANGUARD WORLD FD HEALTH CAR E 0.0%
Value $800K (+18.0%) Shares 2,676 (+7.5%) Est. Cost $271.58 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $405K (+43.0%) Shares 3,419 (+34.7%) Est. Cost $124.24 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $1.882M (-5.9%) Shares 6,252 (+3.4%) Est. Cost $351.55 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $426K (+35.8%) Shares 2,450 (+9.0%) Est. Cost $113.59 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $654K (+20.6%) Shares 8,797 (+18.1%) Est. Cost $54.73 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $656K (+19.3%) Shares 3,252 (+23.7%) Est. Cost $172.77 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value $519K (+24.4%) Shares 4,631 (+45.3%) Est. Cost $107.16 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TR 0.0%
Value $398K (+33.9%) Shares 5,103 (+34.8%) Est. Cost $78.57 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 G 0.0%
Value $762K (+14.7%) Shares 9,217 (+466.5%) Est. Cost $145.24 Unrealized
CRGY CRESCENT ENERGY COMPANY CLASS 0.0%
Value $8.653M (-1.1%) Shares 881,118 (+36.0%) Est. Cost $11.51 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $333K (+40.6%) Shares 679 (+11.3%) Est. Cost $293.27 Unrealized
CTVA CORTEVA INC 0.0%
Value $608K (+18.3%) Shares 7,173 (+16.9%) Est. Cost $56.50 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value $184K (+104.2%) Shares 22,639 (+30.7%) Est. Cost $9.48 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $423K (+26.6%) Shares 317 (+10.1%) Est. Cost $1018.53 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL I 0.0%
Value $516K (+20.6%) Shares 10,649 (+19.7%) Est. Cost $49.27 Unrealized
PSX PHILLIPS 66 0.0%
Value $1.962M (+4.7%) Shares 11,604 (+12.8%) Est. Cost $113.34 Unrealized
AJG GALLAGHER ARTHUR J CO 0.0%
Value $663K (+15.0%) Shares 2,886 (+8.5%) Est. Cost $264.06 Unrealized
WAB WABTEC 0.0%
Value $621K (+16.2%) Shares 2,301 (+7.7%) Est. Cost $114.83 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $2.195M (-3.6%) Shares 53,129 (+17.4%) Est. Cost $27.82 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $378K (+26.9%) Shares 2,041 (+7.8%) Est. Cost $162.96 Unrealized
HLT HILTON INC 0.0%
Value $390K (+25.8%) Shares 1,180 (+15.8%) Est. Cost $278.66 Unrealized
MTH MERITAGE HOMES CORP 0.0%
Value $290K (+37.0%) Shares 3,457 (+1.1%) Est. Cost $47.89 Unrealized
HUBB HUBBELL INC 0.0%
Value $418K (+23.0%) Shares 799 (+15.3%) Est. Cost $499.07 Unrealized
VCR VANGUARD US CONSUMER DISC ETF 0.0%
Value $593K (+15.0%) Shares 1,496 (+4.2%) Est. Cost $294.99 Unrealized
BN BROOKFIELD CORP 0.0%
Value $964K (+8.6%) Shares 22,639 (+3.2%) Est. Cost $37.72 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $3.351M (+2.3%) Shares 38,176 (+8.2%) Est. Cost $74.47 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $480K (+17.5%) Shares 11,126 (+23.0%) Est. Cost $100.49 Unrealized
EBAY EBAY INC 0.0%
Value $280K (+33.4%) Shares 2,504 (+8.7%) Est. Cost $89.13 Unrealized
IBB ISHARES NASDAQ BIOTECH ETF 0.0%
Value $445K (+16.2%) Shares 2,339 (+3.1%) Est. Cost $144.46 Unrealized
IEI ISHARES TR 3 7 YR TR BD ETF 0.0%
Value $1.413M (+4.4%) Shares 12,028 (+5.4%) Est. Cost $119.34 Unrealized
SRE SEMPRA 0.0%
Value $391K (+17.3%) Shares 4,222 (+22.9%) Est. Cost $78.90 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHY 0.0%
Value $960K (-5.5%) Shares 31,808 (+11.0%) Est. Cost $29.67 Unrealized
EXC EXELON CORP 0.0%
Value $289K (+23.9%) Shares 6,202 (+30.3%) Est. Cost $45.49 Unrealized
SPTI SPDR SERIES TRUST PORTFLIO INT 0.0%
Value $1.255M (+4.5%) Shares 44,218 (+5.5%) Est. Cost $28.21 Unrealized
NOBL PROSHARES TR SP 500 DV ARIST 0.0%
Value $283K (-15.5%) Shares 5,037 (+59.6%) Est. Cost $85.46 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $735K (+7.0%) Shares 2,957 (+20.4%) Est. Cost $191.80 Unrealized
TTC TORO CO 0.0%
Value $264K (+21.3%) Shares 2,714 (+16.3%) Est. Cost $93.70 Unrealized
CPRT COPART INC 0.0%
Value $334K (-11.9%) Shares 11,858 (+3.8%) Est. Cost $38.76 Unrealized
TIP ISHARES TR TIPS BD ETF 0.0%
Value $449K (+10.3%) Shares 4,103 (+11.2%) Est. Cost $112.58 Unrealized
VDC VANGUARD FDS CONSUM STP ETF 0.0%
Value $419K (+10.9%) Shares 1,857 (+10.5%) Est. Cost $210.14 Unrealized
LGLV SPDR SERIES TRUST STATE STREET 0.0%
Value $256K (+17.2%) Shares 1,412 (+15.1%) Est. Cost $175.64 Unrealized
EAGG ISHARES TR ESG AWR US AGRGT 0.0%
Value $317K (+13.1%) Shares 6,685 (+13.5%) Est. Cost $47.89 Unrealized
CME CME GROUP INC 0.0%
Value $314K (-10.1%) Shares 1,419 (+20.4%) Est. Cost $241.42 Unrealized
AIG AMERICAN INTL GROUP INC COM NE 0.0%
Value $256K (+15.1%) Shares 3,438 (+16.2%) Est. Cost $72.89 Unrealized
USMV ISHARES TR MSCI USA MIN VOL 0.0%
Value $423K (+8.4%) Shares 4,384 (+4.2%) Est. Cost $83.19 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $254K (+14.0%) Shares 3,364 (+38.7%) Est. Cost $82.92 Unrealized
TRN TRINITY INDS INC 0.0%
Value $284K (+11.7%) Shares 8,226 (+3.9%) Est. Cost $27.70 Unrealized
ABRDN ASIA PACIFIC INCOME FUND 0.0%
Value $316K (+10.2%) Shares 21,487 (+8.0%) Est. Cost $15.68 Unrealized
VST VISTRA CORP 0.0%
Value $229K (+11.4%) Shares 1,442 (+5.6%) Est. Cost $162.94 Unrealized
FBK FB FINL CORP COM 0.0%
Value $272K (+8.6%) Shares 4,919 (+1.9%) Est. Cost $55.61 Unrealized
MRSH MARSH 0.0%
Value $373K (+5.5%) Shares 2,236 (+9.8%) Est. Cost $199.65 Unrealized
TMUS T MOBILE US INC 0.0%
Value $241K (-6.7%) Shares 1,438 (+16.8%) Est. Cost $188.39 Unrealized
SPGI SP GLOBAL INC 0.0%
Value $3.791M (-0.3%) Shares 9,308 (+4.2%) Est. Cost $411.32 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $508K (-1.7%) Shares 15,885 (+3.1%) Est. Cost $24.51 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value $266K (+2.6%) Shares 4,269 (+3.2%) Est. Cost $62.56 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $234K (+2.3%) Shares 3,659 (+13.8%) Est. Cost $74.24 Unrealized
IGSB ISHARES SHORT TERM CORPORATE B 0.0%
Value $212K (+2.1%) Shares 4,039 (+2.4%) Est. Cost $52.88 Unrealized
HSY HERSHEY CO 0.0%
Value $371K (-1.1%) Shares 2,112 (+17.2%) Est. Cost $177.44 Unrealized

Exited Positions (104)

HON HONEYWELL INTL INC 0.0%
Value $34.08M Shares 150,757 Est. Cost $136.10 Unrealized
ACA ARCOSA INC COM 0.0%
Value $11.14M Shares 104,924 Est. Cost $85.29 Unrealized
NUVL NUVALENT INC CLASS A 0.0%
Value $9.991M Shares 97,518 Est. Cost $78.19 Unrealized
MYGN MYRIAD GENETICS INC 0.0%
Value $5.359M Shares 1,190,896 Est. Cost $18.00 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $3.909M Shares 5,059 Est. Cost $579.66 Unrealized
ANAB ANAPTYSBIO INC 0.0%
Value $3.139M Shares 56,596 Est. Cost $26.61 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value $2.035M Shares 82,169 Est. Cost $6.11 Unrealized
FOX FOX CORP 0.0%
Value $1.732M Shares 32,619 Est. Cost $58.80 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value $1.668M Shares 73,643 Est. Cost $30.72 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $1.386M Shares 3,918 Est. Cost $382.57 Unrealized
VOD VODAFONE GROUP PLC ADR 0.0%
Value $1.212M Shares 80,699 Est. Cost $15.02 Unrealized
SHM SPDR SERIES TRUST STATE STREET 0.0%
Value $1.2M Shares 25,082 Est. Cost $47.83 Unrealized
DAWN DAY ONE BIOPHARMACEUTICALS INC 0.0%
Value $937K Shares 43,698 Est. Cost $12.56 Unrealized
TBIL RBB FD INC FM US TREASURY 0.0%
Value $903K Shares 18,101 Est. Cost $49.86 Unrealized
SNDA SONIDA SENIOR LIVING INC 0.0%
Value $812K Shares 25,169 Est. Cost $32.91 Unrealized
SSD SIMPSON MFG INC 0.0%
Value $759K Shares 4,423 Est. Cost $187.69 Unrealized
DLN WISDOMTREE TR US LARGECAP DIVD 0.0%
Value $683K Shares 7,641 Est. Cost $89.34 Unrealized
G GENPACT LIMITED 0.0%
Value $647K Shares 17,368 Est. Cost $20.86 Unrealized
JQUA J P MORGAN EXCHANGE TRADED FD 0.0%
Value $634K Shares 10,344 Est. Cost $61.32 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ 0.0%
Value $619K Shares 18,797 Est. Cost $32.87 Unrealized
MMYT MAKEMYTRIP LTD 0.0%
Value $617K Shares 16,534 Est. Cost $44.62 Unrealized
POWW OUTDOOR HOLDING CO COM 0.0%
Value $569K Shares 283,333 Est. Cost $1.72 Unrealized
QINT AMERICAN CENTY ETF TR QUALITY 0.0%
Value $542K Shares 8,290 Est. Cost $65.44 Unrealized
NICE NICE LTD ADR 0.0%
Value $522K Shares 4,737 Est. Cost $151.04 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $499K Shares 14,193 Est. Cost $22.54 Unrealized
SPXL DIREXION SHARES ETF TRUST DAIL 0.0%
Value $485K Shares 2,624 Est. Cost $184.91 Unrealized
IYZ ISHARES US TELECOM ETF 0.0%
Value $473K Shares 12,027 Est. Cost $39.32 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value $423K Shares 6,289 Est. Cost $136.01 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR INTL 0.0%
Value $417K Shares 10,480 Est. Cost $39.81 Unrealized
VONV VANGUARD SCOTTSDALE FDS VNG RU 0.0%
Value $411K Shares 4,380 Est. Cost $92.53 Unrealized
SPSM SPDR SER TR SPDR RUSSEL 2000 0.0%
Value $409K Shares 8,469 Est. Cost $48.32 Unrealized
DFGP DIMENSIONAL ETF TRUST GLOBAL C 0.0%
Value $405K Shares 7,500 Est. Cost $53.99 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD VI 0.0%
Value $404K Shares 10,236 Est. Cost $39.43 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value $402K Shares 4,396 Est. Cost $82.08 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $378K Shares 12,398 Est. Cost $22.67 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD 0.0%
Value $376K Shares 7,315 Est. Cost $31.09 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value $374K Shares 5,489 Est. Cost $65.78 Unrealized
IYM ISHARES TR US BAS MTL ETF 0.0%
Value $366K Shares 2,083 Est. Cost $175.92 Unrealized
B BARRICK MNG CORP 0.0%
Value $357K Shares 8,751 Est. Cost $42.04 Unrealized
GBTC GRAYSCALE BITCOIN TR ETF 0.0%
Value $353K Shares 6,685 Est. Cost $52.76 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value $345K Shares 20,014 Est. Cost $17.22 Unrealized
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value $341K Shares 2,312 Est. Cost $147.54 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $337K Shares 599 Est. Cost $675.73 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR 0.0%
Value $337K Shares 8,920 Est. Cost $25.58 Unrealized
CWB SPDR SERIES TRUST STATE STREET 0.0%
Value $323K Shares 3,525 Est. Cost $84.19 Unrealized
GSLC GOLDMAN SACHS ETF TR ACTIVEBET 0.0%
Value $321K Shares 2,569 Est. Cost $125.13 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value $321K Shares 2,713 Est. Cost $118.46 Unrealized
IYE ISHARES TR US ENERGY ETF 0.0%
Value $309K Shares 4,774 Est. Cost $64.77 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 0.0%
Value $303K Shares 1,219 Est. Cost $250.16 Unrealized
RITM Rithm Capital Corp 0.0%
Value $303K Shares 31,914 Est. Cost $9.48 Unrealized
FPE FIRST TR EXCH TRADED FD III PF 0.0%
Value $291K Shares 16,376 Est. Cost $17.75 Unrealized
DFAT DIMENSIONAL ETF TRUST US TARGE 0.0%
Value $290K Shares 4,637 Est. Cost $59.35 Unrealized
FDVV FIDELITY COVINGTON TRUST HIGH 0.0%
Value $287K Shares 5,190 Est. Cost $55.24 Unrealized
ZTS ZOETIS INC 0.0%
Value $277K Shares 2,344 Est. Cost $160.09 Unrealized
IUSV ISHARES TR CORE SP US VLU 0.0%
Value $269K Shares 2,633 Est. Cost $101.11 Unrealized
EVRG EVERGY INC 0.0%
Value $263K Shares 3,215 Est. Cost $77.26 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $261K Shares 896 Est. Cost $321.24 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $256K Shares 941 Est. Cost $258.95 Unrealized
CNC CENTENE CORP DEL 0.0%
Value $256K Shares 7,826 Est. Cost $43.34 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value $255K Shares 3,198 Est. Cost $79.58 Unrealized
CGBD CARLYLE SECURED LENDING INC 0.0%
Value $251K Shares 22,931 Est. Cost $14.50 Unrealized
BUXX EA SERIES TRUST STRIVE ENHANCE 0.0%
Value $244K Shares 12,059 Est. Cost $20.24 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $239K Shares 1,821 Est. Cost $139.84 Unrealized
LOGI LOGITECH INTL S A GRS 0.0%
Value $234K Shares 2,570 Est. Cost $99.18 Unrealized
GLOB GLOBANT S A COM 0.0%
Value $228K Shares 4,944 Est. Cost $121.61 Unrealized
DGRW WISDOMTREE TR US QTLY DIV GRT 0.0%
Value $226K Shares 2,569 Est. Cost $89.43 Unrealized
CAE CAE INC 0.0%
Value $223K Shares 8,567 Est. Cost $31.81 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $222K Shares 6,940 Est. Cost $38.79 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $222K Shares 4,848 Est. Cost $46.11 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $220K Shares 4,941 Est. Cost $52.85 Unrealized
DFAI DIMENSIONAL ETF TRUST INTL COR 0.0%
Value $219K Shares 5,624 Est. Cost $38.96 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DI 0.0%
Value $218K Shares 2,315 Est. Cost $94.28 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $217K Shares 368 Est. Cost $601.87 Unrealized
CCL CARNIVAL CORP 0.0%
Value $215K Shares 8,310 Est. Cost $25.12 Unrealized
FTCS FIRST TR EXCHANGE TRADED FD CA 0.0%
Value $215K Shares 2,317 Est. Cost $92.77 Unrealized
XAR SPDR SERIES TRUST STATE STREET 0.0%
Value $212K Shares 836 Est. Cost $254.12 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $212K Shares 4,191 Est. Cost $47.09 Unrealized
MOAT VANECK ETF TR 0.0%
Value $212K Shares 2,194 Est. Cost $96.73 Unrealized
SPYI NEOS ETF TRUST NEOS SP 500 HI 0.0%
Value $210K Shares 4,259 Est. Cost $49.37 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value $207K Shares 1,614 Est. Cost $142.43 Unrealized
GDXJ VANECK ETF TR 0.0%
Value $206K Shares 1,713 Est. Cost $120.07 Unrealized
FELC FIDELITY COVINGTON TRUST ENHAN 0.0%
Value $203K Shares 5,591 Est. Cost $37.27 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value $202K Shares 2,173 Est. Cost $80.34 Unrealized
SCZ ISHARES TR EAFE SML CP ETF 0.0%
Value $201K Shares 2,561 Est. Cost $78.44 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $200K Shares 1,471 Est. Cost $128.85 Unrealized
QBTS D WAVE QUANTUM INC 0.0%
Value $179K Shares 12,381 Est. Cost $23.66 Unrealized
NUVEEN ENHANCED MUN CREDIT INC 0.0%
Value $171K Shares 14,042 Est. Cost $12.18 Unrealized
GUGGENHEIM STRATEGIC OPPORTUN 0.0%
Value $167K Shares 15,126 Est. Cost $11.02 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value $157K Shares 14,796 Est. Cost $10.61 Unrealized
VRA VERA BRADLEY INC 0.0%
Value $156K Shares 49,378 Est. Cost $2.06 Unrealized
KOPN KOPIN CORP 0.0%
Value $148K Shares 65,875 Est. Cost $1.03 Unrealized
INVESCO TR INV MUNS COM 0.0%
Value $142K Shares 14,352 Est. Cost $9.87 Unrealized
INFY INFOSYS LTD ADR 0.0%
Value $135K Shares 10,025 Est. Cost $13.51 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $125K Shares 12,088 Est. Cost $10.30 Unrealized
ABRDN INCOME CREDIT STRATEGIES 0.0%
Value $122K Shares 24,000 Est. Cost $5.10 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value $78,927 Shares 12,854 Est. Cost $6.14 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value $64,252 Shares 15,904 Est. Cost $3.81 Unrealized
MFS HIGH YIELD MUN TR 0.0%
Value $60,312 Shares 16,847 Est. Cost $3.58 Unrealized
IAUX I 80 GOLD CORP 0.0%
Value $53,808 Shares 35,400 Est. Cost $1.76 Unrealized
SLI STANDARD LITHIUM CORP 0.0%
Value $37,512 Shares 11,000 Est. Cost $4.75 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD 0.0%
Value $19,600 Shares 14,000 Est. Cost $1.99 Unrealized
RDZN ROADZEN INC 0.0%
Value $12,000 Shares 10,000 Est. Cost $1.72 Unrealized
CREATIVE MEDIA CMNTY TR 0.0%
Value $6,719 Shares 10,937 Est. Cost $0.61 Unrealized
SRXH SRX HEALTH SOLUTIONS INC 0.0%
Value $2,580 Shares 20,000 Est. Cost $0.16 Unrealized

Decreased Positions (448)

CNQ CANADIAN NAT RES LTD MED TERM 0.0%
Value $65.77M (-97.0%) Shares 1,665,176 (-96.3%) Est. Cost $34.90 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $97.74M (-95.1%) Shares 940,145 (-93.8%) Est. Cost $80.17 Unrealized
CVX CHEVRON CORPORATION 0.8%
Value $2.761B (-39.0%) Shares 16,657,865 (-23.9%) Est. Cost $121.54 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value $4.302B (-21.4%) Shares 31,468,114 (-2.5%) Est. Cost $100.09 Unrealized
ING ING GROEP NV ADR 0.1%
Value $184M (-85.8%) Shares 5,854,380 (-88.2%) Est. Cost $14.01 Unrealized
TTE TOTALENERGIES SE ACT 0.2%
Value $622M (-61.9%) Shares 8,003,901 (-55.4%) Est. Cost $63.23 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value $202M (-83.1%) Shares 3,766,572 (-79.2%) Est. Cost $39.55 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.5%
Value $1.574B (-31.4%) Shares 10,769,298 (-38.6%) Est. Cost $61.89 Unrealized
INTU INTUIT 0.1%
Value $198M (-77.4%) Shares 760,358 (-62.6%) Est. Cost $528.05 Unrealized
LYG LLOYDS BANKING GROUP PLC ADR 0.0%
Value $125M (-83.8%) Shares 21,504,433 (-86.0%) Est. Cost $3.89 Unrealized
UBS UBS GROUP AG 1.0%
Value $3.217B (+24.6%) Shares 64,920,294 (-1.7%) Est. Cost $33.83 Unrealized
NWG NATWEST GROUP PLC ADR 0.0%
Value $66.04M (-89.6%) Shares 3,745,660 (-91.2%) Est. Cost $12.57 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value $31.34M (-93.1%) Shares 413,893 (-92.6%) Est. Cost $116.04 Unrealized
BLK BLACKROCK INC COM 0.4%
Value $1.349B (-21.2%) Shares 1,403,263 (-21.2%) Est. Cost $991.05 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGEN ADR 0.1%
Value $290M (-55.0%) Shares 11,565,268 (-61.1%) Est. Cost $6.41 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value $906M (-24.5%) Shares 4,515,704 (-31.4%) Est. Cost $111.35 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $24.47M (-90.6%) Shares 205,216 (-91.9%) Est. Cost $99.94 Unrealized
PBOG PBB GLOBAL OIL GAS EP ETF 0.1%
Value $448M (-33.7%) Shares 15,253,645 (-20.0%) Est. Cost $35.45 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $343M (+174.3%) Shares 590,783 (-4.0%) Est. Cost $90.54 Unrealized
CP CANADIAN PACIFIC KANSAS CITY C 0.1%
Value $308M (-36.8%) Shares 3,559,491 (-42.6%) Est. Cost $77.47 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.3%
Value $931M (+23.8%) Shares 1,264,238 (-2.9%) Est. Cost $267.98 Unrealized
EOG EOG RES INC COM 0.0%
Value $33.33M (-83.7%) Shares 256,888 (-81.8%) Est. Cost $118.79 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $136M (-54.8%) Shares 828,628 (-52.3%) Est. Cost $197.97 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $203M (+174.1%) Shares 682,381 (-8.9%) Est. Cost $49.42 Unrealized
CRM SALESFORCE INC 0.2%
Value $600M (-17.4%) Shares 3,832,253 (-1.5%) Est. Cost $188.24 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.1%
Value $433M (+40.8%) Shares 2,999,200 (-2.6%) Est. Cost $69.11 Unrealized
PBR PETROLEO BRASILEIRO S A ADR 0.0%
Value $136M (-44.7%) Shares 8,394,263 (-29.0%) Est. Cost $10.67 Unrealized
GOOG ALPHABET INC CLASS C 0.2%
Value $598M (+21.1%) Shares 1,693,700 (-1.7%) Est. Cost $107.02 Unrealized
SNY SANOFI SA ADR 0.1%
Value $453M (-17.8%) Shares 10,627,088 (-7.1%) Est. Cost $50.59 Unrealized
ASX ASE TECHNOLOGY HOLDING CO ADR 0.1%
Value $199M (+90.7%) Shares 4,402,301 (-8.4%) Est. Cost $6.11 Unrealized
MYRG MYR GROUP INC 0.1%
Value $237M (+61.3%) Shares 474,309 (-9.0%) Est. Cost $148.65 Unrealized
SANM SANMINA CORP 0.1%
Value $194M (+79.7%) Shares 767,697 (-7.9%) Est. Cost $142.59 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $148M (+92.9%) Shares 342,058 (-4.9%) Est. Cost $76.77 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value $845M (+8.9%) Shares 1,720,275 (-7.6%) Est. Cost $163.91 Unrealized
NVO NOVO NORDISK A S ADR 0.1%
Value $399M (+20.4%) Shares 8,324,948 (-7.7%) Est. Cost $75.66 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value $157M (+73.5%) Shares 1,821,547 (-9.4%) Est. Cost $32.77 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.6%
Value $2.026B (-3.0%) Shares 21,952,062 (-1.2%) Est. Cost $66.86 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $143M (-29.4%) Shares 2,917,909 (-17.2%) Est. Cost $37.22 Unrealized
VECO VEECO INSTRS INC DEL 0.0%
Value $128M (+74.2%) Shares 1,688,069 (-22.2%) Est. Cost $32.16 Unrealized
ONTO ONTO INNOVATION INC 0.1%
Value $186M (+39.6%) Shares 491,836 (-24.3%) Est. Cost $55.44 Unrealized
QCOM QUALCOMM INC 0.1%
Value $188M (+35.4%) Shares 1,016,796 (-5.6%) Est. Cost $103.09 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $146M (+49.5%) Shares 236,798 (-4.5%) Est. Cost $48.25 Unrealized
MRCY MERCURY SYS INC 0.0%
Value $115M (+61.6%) Shares 944,069 (-3.7%) Est. Cost $50.12 Unrealized
ATI ATI INC 0.1%
Value $172M (+27.9%) Shares 872,372 (-5.6%) Est. Cost $40.79 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value $2.238B (+1.6%) Shares 4,357,285 (-1.1%) Est. Cost $322.82 Unrealized
HMC HONDA MOTOR CO LTD ADR 0.1%
Value $212M (-13.6%) Shares 7,820,515 (-22.5%) Est. Cost $27.39 Unrealized
EQNR EQUINOR ASA SPONSORED ADR ADR 0.0%
Value $42.16M (-43.8%) Shares 1,342,703 (-24.5%) Est. Cost $25.66 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $81.36M (-28.2%) Shares 159,737 (-3.8%) Est. Cost $449.01 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $45.86M (-40.6%) Shares 505,421 (-32.8%) Est. Cost $91.48 Unrealized
USB US BANCORP 0.1%
Value $285M (+12.1%) Shares 4,710,288 (-3.4%) Est. Cost $34.88 Unrealized
IHE ISHARES TR US PHARMA ETF 0.1%
Value $271M (+12.8%) Shares 2,732,837 (-1.2%) Est. Cost $107.97 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value $93.69M (+47.5%) Shares 705,847 (-4.4%) Est. Cost $95.88 Unrealized
AYI ACUITY INC 0.0%
Value $123M (+31.2%) Shares 325,619 (-2.4%) Est. Cost $228.16 Unrealized
EUFN ISHARES MSCI EUROPE FN ETF 0.2%
Value $730M (+3.9%) Shares 18,725,785 (-7.1%) Est. Cost $18.78 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $82.86M (+49.5%) Shares 126,330 (-12.6%) Est. Cost $174.51 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value $86.86M (+45.9%) Shares 2,126,767 (-3.7%) Est. Cost $29.25 Unrealized
PTEN PATTERSON UTI ENERGY INC 0.0%
Value $28.69M (-48.7%) Shares 3,125,348 (-39.4%) Est. Cost $12.66 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $27.9M (-48.6%) Shares 600,191 (-43.2%) Est. Cost $42.30 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $125M (-17.3%) Shares 395,774 (-13.7%) Est. Cost $211.52 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $36.17M (-41.8%) Shares 42,151 (-52.3%) Est. Cost $63.07 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value $35.03M (-41.6%) Shares 625,264 (-7.8%) Est. Cost $87.26 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value $115M (+25.0%) Shares 481,532 (-1.8%) Est. Cost $93.76 Unrealized
IR INGERSOLL RAND INC 0.2%
Value $556M (-3.8%) Shares 6,780,683 (-6.0%) Est. Cost $54.62 Unrealized
COHR COHERENT CORP 0.0%
Value $102M (+26.4%) Shares 259,814 (-23.6%) Est. Cost $98.21 Unrealized
TEX TEREX CORP NEW 0.0%
Value $133M (+19.0%) Shares 1,840,626 (-2.9%) Est. Cost $34.32 Unrealized
FTI TECHNIPFMC LTD COM 0.0%
Value $5.195M (-80.3%) Shares 78,350 (-79.4%) Est. Cost $19.90 Unrealized
BELFB BEL FUSE INC 0.0%
Value $63.54M (+48.8%) Shares 190,776 (-11.5%) Est. Cost $156.18 Unrealized
DHR DANAHER CORP DEL COM 0.3%
Value $854M (-2.2%) Shares 4,484,774 (-2.6%) Est. Cost $175.18 Unrealized
RCUS ARCUS BIOSCIENCES INC 0.0%
Value $65.96M (+39.4%) Shares 2,139,396 (-2.3%) Est. Cost $17.22 Unrealized
APA APA CORPORATION 0.0%
Value $46.09M (-28.5%) Shares 1,415,236 (-6.9%) Est. Cost $25.70 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value $232M (+8.4%) Shares 3,335,012 (-2.3%) Est. Cost $45.47 Unrealized
RVMD REVOLUTION MEDICINES INC 0.0%
Value $38.9M (+85.2%) Shares 207,693 (-3.8%) Est. Cost $64.77 Unrealized
VCYT VERACYTE INC 0.0%
Value $41.15M (+73.5%) Shares 700,592 (-4.8%) Est. Cost $35.08 Unrealized
XP XP INC 0.0%
Value $66.76M (-20.3%) Shares 4,105,772 (-6.7%) Est. Cost $21.53 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $132M (+14.5%) Shares 328,785 (-1.9%) Est. Cost $257.34 Unrealized
PDD PDD HOLDINGS INC ADR 0.0%
Value $42.72M (-27.9%) Shares 560,008 (-3.4%) Est. Cost $50.37 Unrealized
NU NU HLDGS LTD 0.0%
Value $134M (-10.7%) Shares 10,008,815 (-4.0%) Est. Cost $13.07 Unrealized
BBD BANCO BRADESCO SA SP ADR 0.1%
Value $179M (-8.1%) Shares 51,497,981 (-3.3%) Est. Cost $4.44 Unrealized
ENS ENERSYS 0.0%
Value $70.81M (+27.3%) Shares 302,855 (-5.4%) Est. Cost $80.90 Unrealized
HP HELMERICH PAYNE INC 0.0%
Value $51.87M (-22.5%) Shares 1,584,368 (-14.8%) Est. Cost $41.77 Unrealized
MAC MACERICH CO 0.0%
Value $66.02M (+29.0%) Shares 2,620,809 (-3.2%) Est. Cost $12.11 Unrealized
URI UNITED RENTALS INC 0.0%
Value $61.92M (+29.6%) Shares 54,654 (-16.7%) Est. Cost $455.29 Unrealized
ITUB ITAU UNIBANCO HLDG SA SPON ADR 0.1%
Value $226M (-5.9%) Shares 27,631,620 (-3.4%) Est. Cost $7.31 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $14.24M (-49.7%) Shares 333,528 (-26.0%) Est. Cost $70.72 Unrealized
RLJ RLJ LODGING TR 0.0%
Value $38.08M (+56.2%) Shares 3,213,186 (-2.2%) Est. Cost $15.66 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value $92.16M (+17.4%) Shares 713,888 (-2.9%) Est. Cost $33.63 Unrealized
ADBE ADOBE INC 0.0%
Value $16.96M (-44.1%) Shares 82,712 (-33.8%) Est. Cost $348.42 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.0%
Value $83.4M (+19.0%) Shares 246,463 (-2.7%) Est. Cost $193.87 Unrealized
BDC BELDEN INC 0.0%
Value $32.15M (-29.3%) Shares 268,123 (-32.3%) Est. Cost $117.42 Unrealized
ZTO ZTO EXPRESS CAYMAN INC SPO ADR 0.0%
Value $78.32M (-14.2%) Shares 3,499,424 (-3.5%) Est. Cost $20.99 Unrealized
MTDR MATADOR RES CO 0.0%
Value $39.6M (-24.5%) Shares 795,511 (-4.2%) Est. Cost $55.78 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value $38.39M (+50.2%) Shares 121,440 (-5.1%) Est. Cost $106.09 Unrealized
CYTK CYTOKINETICS INC 0.0%
Value $63.36M (+25.1%) Shares 743,697 (-3.2%) Est. Cost $41.74 Unrealized
GOLF ACUSHNET HOLDINGS CORP COM 0.0%
Value $70.68M (+21.7%) Shares 596,312 (-4.0%) Est. Cost $74.71 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value $94.39M (+15.0%) Shares 3,644,217 (-1.9%) Est. Cost $17.74 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value $52.57M (+29.6%) Shares 332,549 (-1.7%) Est. Cost $58.39 Unrealized
IYF ISHARES US FINANCIALS ETF 0.1%
Value $214M (+5.7%) Shares 1,675,570 (-2.4%) Est. Cost $76.29 Unrealized
JD JD COM INC ADR 0.0%
Value $58.18M (-15.6%) Shares 2,283,192 (-2.1%) Est. Cost $32.18 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value $37.26M (+38.5%) Shares 468,472 (-4.7%) Est. Cost $42.98 Unrealized
MUR MURPHY OIL CORP 0.0%
Value $33.5M (-23.4%) Shares 1,028,741 (-3.0%) Est. Cost $38.82 Unrealized
FFIV F5 INC COM 0.0%
Value $32.61M (+41.4%) Shares 78,388 (-1.7%) Est. Cost $234.89 Unrealized
SF STIFEL FINL CORP 0.0%
Value $115M (-7.6%) Shares 1,652,113 (-2.1%) Est. Cost $62.33 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value $116M (+8.6%) Shares 1,633,242 (-2.9%) Est. Cost $32.32 Unrealized
FORM FORMFACTOR INC 0.0%
Value $50.16M (+21.4%) Shares 313,652 (-26.4%) Est. Cost $45.81 Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $70.29M (+14.2%) Shares 437,323 (-1.3%) Est. Cost $64.20 Unrealized
ONEQ FIDELITY COMWLTH TR NASDAQ COM 0.0%
Value $58.57M (+17.2%) Shares 567,411 (-3.6%) Est. Cost $42.09 Unrealized
VVX V2X INC 0.0%
Value $14.48M (-36.8%) Shares 194,153 (-41.9%) Est. Cost $56.04 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.1%
Value $195M (-4.1%) Shares 1,783,303 (-4.1%) Est. Cost $113.50 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS INC 0.0%
Value $78.06M (+11.8%) Shares 957,691 (-14.0%) Est. Cost $26.57 Unrealized
SAN BANCO SANTANDER SA ADR 0.1%
Value $454M (+1.8%) Shares 32,885,780 (-16.8%) Est. Cost $4.68 Unrealized
DXCM DEXCOM INC 0.0%
Value $4.116M (-65.3%) Shares 61,109 (-67.6%) Est. Cost $87.04 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value $129M (-5.6%) Shares 76,170 (-3.8%) Est. Cost $1075.87 Unrealized
CLB CORE LABORATORIES COM NPV 0.0%
Value $5.219M (-57.8%) Shares 447,949 (-39.2%) Est. Cost $21.71 Unrealized
AIR AAR CORP 0.0%
Value $32.07M (+27.1%) Shares 224,346 (-2.7%) Est. Cost $42.55 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $90.12M (+7.9%) Shares 118,930 (-3.1%) Est. Cost $271.41 Unrealized
RRC RANGE RES CORP 0.0%
Value $26.72M (-18.9%) Shares 718,575 (-1.5%) Est. Cost $17.13 Unrealized
XYL XYLEM INC 0.0%
Value $39.08M (-13.6%) Shares 330,634 (-12.6%) Est. Cost $100.15 Unrealized
OVV OVINTIV INC 0.0%
Value $21.08M (-22.1%) Shares 400,456 (-12.1%) Est. Cost $42.74 Unrealized
PIPR PIPER SANDLER COMPANIES COM NE 0.0%
Value $76.79M (-6.9%) Shares 1,061,539 (-1.5%) Est. Cost $76.55 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $42.03M (-12.0%) Shares 587,018 (-5.2%) Est. Cost $52.12 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $110M (+5.5%) Shares 415,439 (-1.1%) Est. Cost $67.84 Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value $38.46M (+17.2%) Shares 156,852 (-4.4%) Est. Cost $173.99 Unrealized
QLYS QUALYS INC 0.0%
Value $15.8M (+54.8%) Shares 114,929 (-1.1%) Est. Cost $158.79 Unrealized
MBB ISHARES TR MBS ETF 0.0%
Value $78.63M (-6.2%) Shares 831,866 (-5.8%) Est. Cost $92.64 Unrealized
KNSA KINIKSA PHARMACEUTICALS INTL P 0.0%
Value $25.47M (+23.3%) Shares 398,266 (-7.2%) Est. Cost $33.75 Unrealized
TFI SPDR SER TR NUVN BLOOMBERG MU 0.0%
Value $106M (-4.3%) Shares 2,325,206 (-5.2%) Est. Cost $47.42 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $33.48M (+16.5%) Shares 427,713 (-3.8%) Est. Cost $36.04 Unrealized
CLDX CELLDEX THERAPEUTICS INC NEW 0.0%
Value $36.68M (+14.1%) Shares 985,677 (-2.8%) Est. Cost $28.67 Unrealized
PTC PTC INC 0.0%
Value $16.19M (-21.6%) Shares 142,527 (-1.6%) Est. Cost $181.13 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $238K (-94.9%) Shares 661 (-96.5%) Est. Cost $39.10 Unrealized
E ENI S P A SPONSORED ADR ADR 0.0%
Value $4.037M (-52.2%) Shares 86,158 (-42.2%) Est. Cost $31.29 Unrealized
BXP BXP INC COM 0.0%
Value $21.3M (+25.9%) Shares 321,252 (-1.5%) Est. Cost $67.95 Unrealized
PSTG EVERPURE INC 0.0%
Value $21.93M (+23.6%) Shares 278,363 (-7.4%) Est. Cost $79.49 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value $69.21M (+6.2%) Shares 130,683 (-3.7%) Est. Cost $198.99 Unrealized
TJX TJX COS INC NEW 0.0%
Value $52.88M (-7.1%) Shares 349,044 (-2.1%) Est. Cost $125.21 Unrealized
SPTL SPDR BLOOMBERG BRCLYS LG TRS E 0.0%
Value $14.98M (-21.2%) Shares 571,139 (-21.0%) Est. Cost $31.63 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value $4.37M (-47.8%) Shares 96,878 (-72.4%) Est. Cost $23.40 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $55.3M (+7.8%) Shares 3,119,072 (-4.9%) Est. Cost $14.84 Unrealized
VIAV VIAVI SOLUTIONS INC 0.0%
Value $16.59M (+31.3%) Shares 347,469 (-8.5%) Est. Cost $11.56 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value $20.18M (-16.1%) Shares 176,357 (-2.4%) Est. Cost $140.03 Unrealized
ATRO ASTRONICS CORP 0.0%
Value $27.14M (+16.6%) Shares 333,965 (-4.3%) Est. Cost $62.30 Unrealized
FFBC 1ST FINL BANCORP 0.0%
Value $23.75M (+19.4%) Shares 701,916 (-1.6%) Est. Cost $22.27 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $585K (-86.7%) Shares 2,477 (-88.9%) Est. Cost $106.74 Unrealized
ZWS ZURN ELKAY WATER SOLUTIONS COR 0.0%
Value $43.59M (+9.3%) Shares 862,675 (-3.0%) Est. Cost $37.74 Unrealized
XLC SELECT SECTOR SPDR TR STATE ST 0.0%
Value $64.31M (-5.4%) Shares 600,313 (-2.1%) Est. Cost $47.99 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT I 0.0%
Value $44.04M (-7.6%) Shares 1,275,352 (-2.7%) Est. Cost $18.76 Unrealized
EAT BRINKER INTL INC 0.0%
Value $32.42M (+12.6%) Shares 193,004 (-4.3%) Est. Cost $31.16 Unrealized
IXJ ISHARES GLOBAL HEALTH CARE ETF 0.1%
Value $208M (-1.7%) Shares 2,113,446 (-6.5%) Est. Cost $86.03 Unrealized
PODD INSULET CORP 0.0%
Value $8.487M (-29.3%) Shares 55,746 (-2.6%) Est. Cost $253.82 Unrealized
IAI ISHARES US BRKR DEALR EXCHNG 0.0%
Value $104M (+3.4%) Shares 594,695 (-3.2%) Est. Cost $91.57 Unrealized
DK DELEK US HLDGS INC NEW 0.0%
Value $41.52M (-7.5%) Shares 817,256 (-17.9%) Est. Cost $21.75 Unrealized
FHN FIRST HORIZON CORP 0.0%
Value $33.92M (+10.7%) Shares 1,323,005 (-1.8%) Est. Cost $18.66 Unrealized
PEB PEBBLEBROOK HOTEL TR 0.0%
Value $10.28M (+46.4%) Shares 529,861 (-4.7%) Est. Cost $13.36 Unrealized
PBH PRESTIGE CONSUMER HEALTHCARE I 0.0%
Value $11.7M (-21.4%) Shares 247,474 (-1.5%) Est. Cost $33.49 Unrealized
XLP SPDR CONS STAPLES SELECT SCTR 0.0%
Value $82.6M (-3.7%) Shares 994,393 (-5.0%) Est. Cost $72.12 Unrealized
CUZ COUSINS PROPERTIES 0.0%
Value $13.58M (+29.1%) Shares 452,847 (-2.8%) Est. Cost $29.50 Unrealized
NRIX NURIX THERAPEUTICS INC 0.0%
Value $8.963M (+50.3%) Shares 369,465 (-4.0%) Est. Cost $17.34 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $9.161M (-24.1%) Shares 117,104 (-16.0%) Est. Cost $83.83 Unrealized
HDB HDFC BANK LTD ADR 0.1%
Value $301M (-0.9%) Shares 11,669,910 (-4.6%) Est. Cost $43.72 Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value $37.96M (+7.9%) Shares 231,065 (-3.9%) Est. Cost $145.59 Unrealized
FAF FIRST AMERN FINL CORP 0.0%
Value $25.1M (+12.1%) Shares 365,948 (-1.5%) Est. Cost $29.78 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $7.94M (-25.0%) Shares 87,769 (-33.6%) Est. Cost $79.68 Unrealized
XLE SPDR ENERGY SELECT SECTOR 0.0%
Value $6.635M (-27.9%) Shares 124,937 (-16.9%) Est. Cost $59.04 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value $20.9M (+14.0%) Shares 170,524 (-2.0%) Est. Cost $82.75 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $114M (+2.2%) Shares 304,471 (-11.5%) Est. Cost $120.12 Unrealized
RDY DR REDDYS LABS LTD ADR 0.0%
Value $2.619M (-48.2%) Shares 180,767 (-50.4%) Est. Cost $26.89 Unrealized
OII OCEANEERING INTL INC 0.0%
Value $25.74M (-8.4%) Shares 635,141 (-19.8%) Est. Cost $24.80 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $10.01M (-19.1%) Shares 33,799 (-2.0%) Est. Cost $195.87 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value $9.992M (-19.1%) Shares 173,404 (-14.9%) Est. Cost $48.12 Unrealized
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value $31.73M (+7.9%) Shares 851,306 (-3.6%) Est. Cost $31.99 Unrealized
PUMP PROPETRO HLDG CORP 0.0%
Value $19.23M (-10.7%) Shares 1,341,341 (-10.3%) Est. Cost $13.58 Unrealized
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value $67.8M (+3.5%) Shares 1,078,832 (-3.2%) Est. Cost $54.69 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $18.01M (+14.3%) Shares 311,786 (-2.7%) Est. Cost $57.23 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $3.222M (-41.0%) Shares 6,323 (-30.0%) Est. Cost $417.77 Unrealized
ANF ABERCROMBIE FITCH CO 0.0%
Value $41.48M (-5.1%) Shares 460,844 (-3.6%) Est. Cost $56.08 Unrealized
CVSA COVISTA INC 0.0%
Value $63.05M (-3.3%) Shares 505,776 (-10.6%) Est. Cost $122.29 Unrealized
LAZ LAZARD INC COM 0.0%
Value $90.1M (-2.3%) Shares 2,148,377 (-1.0%) Est. Cost $42.54 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $18.33M (-10.1%) Shares 33,836 (-1.7%) Est. Cost $375.41 Unrealized
FDN FIRST TR DOW JONES INTERNET IN 0.0%
Value $26.15M (+8.3%) Shares 98,784 (-4.3%) Est. Cost $123.40 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value $4.403M (+77.8%) Shares 6,871 (-8.8%) Est. Cost $271.13 Unrealized
TPR TAPESTRY INC 0.0%
Value $89.12M (+2.2%) Shares 608,850 (-1.5%) Est. Cost $81.13 Unrealized
RMD RESMED INC 0.0%
Value $10.23M (-15.7%) Shares 52,511 (-2.9%) Est. Cost $227.35 Unrealized
WINA WINMARK CORP 0.0%
Value $39.01M (-4.3%) Shares 92,208 (-3.3%) Est. Cost $397.25 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $12.16M (-12.6%) Shares 24,478 (-21.4%) Est. Cost $293.91 Unrealized
KMT KENNAMETAL INC 0.0%
Value $37.18M (-4.3%) Shares 1,060,649 (-1.4%) Est. Cost $22.40 Unrealized
SRRK SCHOLAR ROCK HOLDING CORP 0.0%
Value $24.17M (+7.3%) Shares 439,447 (-4.1%) Est. Cost $14.58 Unrealized
ALNT ALLIENT INC COM 0.0%
Value $4.18M (+63.5%) Shares 40,613 (-6.1%) Est. Cost $34.34 Unrealized
IEUR ISHARES TR CORE MSCI EURO 0.0%
Value $10.48M (-13.4%) Shares 139,408 (-19.0%) Est. Cost $40.93 Unrealized
BKU BANKUNITED INC 0.0%
Value $29.76M (+5.7%) Shares 614,194 (-1.5%) Est. Cost $30.55 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.0%
Value $2.083M (-43.3%) Shares 5,654 (-33.8%) Est. Cost $310.21 Unrealized
XLY SPDR CONS DISC SELECT SECTOR 0.0%
Value $49.24M (+3.2%) Shares 419,881 (-4.1%) Est. Cost $138.47 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $5.573M (-21.5%) Shares 31,702 (-11.7%) Est. Cost $99.01 Unrealized
EWU ISHARES MSCI UNITED KINGDOM 0.0%
Value $52.51M (-2.7%) Shares 1,138,057 (-4.0%) Est. Cost $37.61 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $5.497M (+34.7%) Shares 8,605 (-43.0%) Est. Cost $171.99 Unrealized
VCSH VANGUARD FDS SHRT TERM CORP 0.0%
Value $16.71M (-7.7%) Shares 211,406 (-7.4%) Est. Cost $74.34 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value $17.69M (+8.4%) Shares 699,230 (-4.6%) Est. Cost $22.13 Unrealized
KURA KURA ONCOLOGY INC 0.0%
Value $6.867M (+25.1%) Shares 625,936 (-7.3%) Est. Cost $9.93 Unrealized
LXP LXP INDUSTRIAL TRUST 0.0%
Value $15.64M (+9.6%) Shares 290,323 (-5.9%) Est. Cost $49.58 Unrealized
GBX GREENBRIER COS INC 0.0%
Value $9.381M (-12.5%) Shares 191,402 (-6.0%) Est. Cost $33.61 Unrealized
EC ECOPETROL S A ADR 0.0%
Value $3.57M (-26.4%) Shares 250,730 (-22.5%) Est. Cost $17.99 Unrealized
BIO BIO RAD LABS INC 0.0%
Value $34.33M (+3.8%) Shares 116,909 (-1.5%) Est. Cost $223.62 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value $13.21M (+9.8%) Shares 429,321 (-7.7%) Est. Cost $17.66 Unrealized
PENG PENGUIN SOLUTIONS INC 0.0%
Value $1.855M (+173.8%) Shares 24,404 (-36.6%) Est. Cost $21.33 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value $4.255M (-21.6%) Shares 44,057 (-26.6%) Est. Cost $82.90 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $11.72M (-8.9%) Shares 439,437 (-6.1%) Est. Cost $11.72 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value $20.44M (+5.7%) Shares 297,655 (-4.5%) Est. Cost $31.12 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $45.11M (+2.5%) Shares 396,780 (-18.8%) Est. Cost $99.90 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value $9.655M (+12.3%) Shares 82,476 (-11.4%) Est. Cost $92.82 Unrealized
SPY STATE STREET SPDR SP 500 ETF 0.0%
Value $11.88M (+9.7%) Shares 15,902 (-4.5%) Est. Cost $603.34 Unrealized
GLW CORNING INC COM 0.0%
Value $3.038M (+51.5%) Shares 11,894 (-19.4%) Est. Cost $49.34 Unrealized
MEG ONTERRIS INC COM 0.0%
Value $6.71M (-13.1%) Shares 332,025 (-5.8%) Est. Cost $30.23 Unrealized
SGOV ISHARES TR 0 3 MTH TREASURY 0.0%
Value $478K (-67.7%) Shares 4,751 (-67.7%) Est. Cost $100.67 Unrealized
CGON CG ONCOLOGY INC 0.0%
Value $32.47M (+3.2%) Shares 456,978 (-1.7%) Est. Cost $52.43 Unrealized
SSNC SSC TECH HLDGS 0.0%
Value $8.455M (-10.4%) Shares 136,256 (-2.5%) Est. Cost $75.94 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value $71.47M (-1.3%) Shares 1,568,057 (-3.2%) Est. Cost $62.97 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value $16.59M (+6.2%) Shares 360,467 (-2.7%) Est. Cost $29.57 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT 0.0%
Value $885K (-52.3%) Shares 30,562 (-58.6%) Est. Cost $24.89 Unrealized
NKE NIKE INC 0.0%
Value $1.708M (-36.1%) Shares 41,615 (-17.8%) Est. Cost $95.92 Unrealized
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value $15.88M (+6.3%) Shares 157,456 (-9.2%) Est. Cost $97.40 Unrealized
WDS WOODSIDE ENERGY GROUP LTD ADR 0.0%
Value $1.894M (-33.1%) Shares 98,042 (-17.3%) Est. Cost $20.02 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $8.34M (+12.4%) Shares 119,028 (-3.8%) Est. Cost $44.92 Unrealized
LASR NLIGHT INC 0.0%
Value $2.921M (-23.9%) Shares 41,952 (-37.7%) Est. Cost $11.31 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $750K (-54.8%) Shares 5,481 (-56.7%) Est. Cost $103.95 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY 0.0%
Value $754K (-54.6%) Shares 27,210 (-59.5%) Est. Cost $24.06 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $1.313M (-40.6%) Shares 6,012 (-46.1%) Est. Cost $91.22 Unrealized
VGLT VANGUARD SCOTTSDALE FDS LONG T 0.0%
Value $10.34M (-8.0%) Shares 187,414 (-7.7%) Est. Cost $57.73 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value $4.191M (-17.5%) Shares 76,733 (-6.6%) Est. Cost $32.44 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value $49.32M (-1.7%) Shares 544,355 (-13.1%) Est. Cost $126.08 Unrealized
GRC GORMAN RUPP CO COM 0.0%
Value $3.154M (+35.7%) Shares 34,376 (-8.1%) Est. Cost $27.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $3.166M (-20.0%) Shares 74,785 (-5.2%) Est. Cost $39.80 Unrealized
MTB MT BK CORP 0.0%
Value $8.51M (+10.1%) Shares 35,756 (-4.4%) Est. Cost $163.33 Unrealized
DYN DYNE THERAPEUTICS INC 0.0%
Value $6.63M (+13.2%) Shares 298,505 (-7.6%) Est. Cost $18.53 Unrealized
WDAY WORKDAY INC 0.0%
Value $1.778M (-30.2%) Shares 14,520 (-25.9%) Est. Cost $213.18 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value $2.19M (-25.7%) Shares 9,033 (-34.6%) Est. Cost $200.28 Unrealized
OLMA OLEMA PHARMACEUTICALS INC 0.0%
Value $3.712M (-16.9%) Shares 296,724 (-1.0%) Est. Cost $25.46 Unrealized
XOP SPDR SP OIL GAS EP ETF 0.0%
Value $1.529M (-33.0%) Shares 9,914 (-21.0%) Est. Cost $76.19 Unrealized
IBN ICICI BANK LIMITED ADR 0.0%
Value $47.54M (+1.6%) Shares 1,637,458 (-9.4%) Est. Cost $26.03 Unrealized
BIL SPDR SERIES TRUST STATE STREET 0.0%
Value $410K (-64.3%) Shares 4,474 (-64.3%) Est. Cost $91.61 Unrealized
NIO NIO INC ADR 0.0%
Value $907K (-43.9%) Shares 179,346 (-33.2%) Est. Cost $7.34 Unrealized
JKHY HENRY JACK ASSOC INC 0.0%
Value $1.934M (-26.4%) Shares 14,036 (-15.6%) Est. Cost $175.40 Unrealized
ZYME ZYMEWORKS INC 0.0%
Value $1.85M (-27.2%) Shares 70,775 (-30.2%) Est. Cost $14.01 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value $1.756M (-28.2%) Shares 16,902 (-32.9%) Est. Cost $83.60 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value $17.61M (-3.6%) Shares 35,194 (-7.7%) Est. Cost $222.99 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value $1.498M (-30.5%) Shares 2 (-33.3%) Est. Cost $720745.30 Unrealized
VCTR VICTORY CAP HLDGS INC DEL 0.0%
Value $2.05M (-24.0%) Shares 24,385 (-40.8%) Est. Cost $38.68 Unrealized
SUZ SUZANO S A ADR 0.0%
Value $867K (-42.5%) Shares 111,768 (-25.8%) Est. Cost $9.77 Unrealized
STC STEWART INFORMATION SVCS CORP 0.0%
Value $1.278M (-33.3%) Shares 19,362 (-37.7%) Est. Cost $44.50 Unrealized
BAP CREDICORP LTD 0.0%
Value $12.04M (-5.0%) Shares 30,909 (-17.3%) Est. Cost $159.23 Unrealized
PICK ISHARES GLOBAL METALS MINING 0.1%
Value $171M (-0.4%) Shares 2,938,489 (-3.0%) Est. Cost $35.56 Unrealized
ECL ECOLAB INC 0.0%
Value $549K (-53.4%) Shares 1,970 (-55.5%) Est. Cost $250.45 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $3.357M (-15.8%) Shares 34,576 (-11.9%) Est. Cost $92.21 Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value $1.98M (+46.0%) Shares 18,234 (-4.6%) Est. Cost $43.34 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value $365K (-62.9%) Shares 3,545 (-43.9%) Est. Cost $174.00 Unrealized
WT WISDOMTREE INC 0.0%
Value $1.019M (-37.6%) Shares 60,150 (-46.4%) Est. Cost $8.26 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP 0.0%
Value $585K (-51.2%) Shares 16,199 (-60.7%) Est. Cost $30.00 Unrealized
SO SOUTHERN CO 0.0%
Value $11.24M (-5.0%) Shares 117,458 (-4.2%) Est. Cost $61.67 Unrealized
CHE CHEMED CORP NEW 0.0%
Value $3.523M (+20.1%) Shares 7,564 (-2.6%) Est. Cost $247.31 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.0%
Value $1.507M (-27.8%) Shares 47,519 (-30.1%) Est. Cost $31.83 Unrealized
KWEB KRANESHARES CHINA INTERNET ETF 0.0%
Value $969K (-36.8%) Shares 39,612 (-26.6%) Est. Cost $36.07 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $40.93M (-1.3%) Shares 444,435 (-1.1%) Est. Cost $91.16 Unrealized
USHY ISHARES TR BROAD USD HIGH 0.0%
Value $5.333M (-9.3%) Shares 144,061 (-9.8%) Est. Cost $34.00 Unrealized
OEF ISHARES TR SP 100 ETF 0.0%
Value $6.184M (+9.7%) Shares 16,903 (-4.6%) Est. Cost $162.38 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT 0.0%
Value $2.977M (-15.4%) Shares 58,856 (-16.6%) Est. Cost $50.51 Unrealized
IHI ISHARES TR US MED DVC ETF 0.0%
Value $2.629M (-17.0%) Shares 53,213 (-10.4%) Est. Cost $66.16 Unrealized
SPDW SPDR INDEX SHS FDS STATE STREE 0.0%
Value $815K (-39.3%) Shares 16,166 (-45.0%) Est. Cost $42.38 Unrealized
BIDU BAIDU INC SPON ADR ADR 0.0%
Value $2.053M (-20.1%) Shares 17,959 (-22.1%) Est. Cost $119.16 Unrealized
CNS COHEN STEERS INC 0.0%
Value $6.538M (+8.4%) Shares 85,873 (-10.9%) Est. Cost $92.10 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD TR 0.0%
Value $215K (-69.9%) Shares 2,382 (-74.9%) Est. Cost $75.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $5.495M (-8.2%) Shares 19,539 (-20.9%) Est. Cost $179.47 Unrealized
PDFS PDF SOLUTIONS INC 0.0%
Value $2.169M (+28.9%) Shares 30,633 (-40.5%) Est. Cost $25.72 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $940K (-34.0%) Shares 7,422 (-31.8%) Est. Cost $108.51 Unrealized
ENB ENBRIDGE INC 0.0%
Value $408K (-53.6%) Shares 7,534 (-53.7%) Est. Cost $44.49 Unrealized
AVNT AVIENT CORPORATION 0.0%
Value $14.42M (-3.0%) Shares 390,035 (-4.8%) Est. Cost $30.28 Unrealized
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value $6.017M (+7.9%) Shares 640,838 (-2.9%) Est. Cost $7.66 Unrealized
SMTC SEMTECH CORP 0.0%
Value $974K (+78.5%) Shares 6,021 (-15.2%) Est. Cost $49.40 Unrealized
APEI AMERICAN PUB ED INC 0.0%
Value $2.25M (-15.9%) Shares 41,902 (-10.9%) Est. Cost $28.45 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value $1.656M (-20.2%) Shares 7,544 (-30.2%) Est. Cost $183.58 Unrealized
XLU SPDR UTILITIES SELECT SECTOR 0.0%
Value $637K (-39.0%) Shares 14,048 (-38.2%) Est. Cost $49.94 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORP 0.0%
Value $29.85M (-1.3%) Shares 994,610 (-1.1%) Est. Cost $30.68 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value $25.72M (-1.5%) Shares 345,351 (-1.8%) Est. Cost $68.64 Unrealized
THFF FIRST FINL CORP 0.0%
Value $2.657M (+16.8%) Shares 34,309 (-4.7%) Est. Cost $31.40 Unrealized
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value $4.086M (-8.5%) Shares 38,376 (-8.5%) Est. Cost $106.37 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRET 0.0%
Value $6.621M (+6.0%) Shares 64,381 (-3.8%) Est. Cost $64.72 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value $22.98M (+1.7%) Shares 427,519 (-1.4%) Est. Cost $46.15 Unrealized
WIT WIPRO LTD ADR 0.0%
Value $1.81M (-16.9%) Shares 804,258 (-21.7%) Est. Cost $4.53 Unrealized
SNX TD SYNNEX CORP 0.0%
Value $1.74M (+26.0%) Shares 6,508 (-20.5%) Est. Cost $152.83 Unrealized
VDE VANGUARD FDS ENERGY ETF 0.0%
Value $1.215M (-22.8%) Shares 8,094 (-11.0%) Est. Cost $87.02 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $5.973M (-5.6%) Shares 44,348 (-5.1%) Est. Cost $118.54 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $506K (-41.3%) Shares 10,428 (-21.4%) Est. Cost $55.38 Unrealized
SFNC SIMMONS FIRST NATL CORP 0.0%
Value $3.648M (+10.8%) Shares 161,038 (-4.9%) Est. Cost $20.57 Unrealized
ATR APTARGROUP INC 0.0%
Value $2.519M (-12.2%) Shares 20,117 (-11.6%) Est. Cost $121.96 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR 0.0%
Value $1.357M (-20.2%) Shares 40,108 (-31.3%) Est. Cost $32.75 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value $2.958M (+12.9%) Shares 77,962 (-1.1%) Est. Cost $21.16 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $761K (-30.4%) Shares 18,620 (-16.9%) Est. Cost $49.48 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $1.178M (-22.0%) Shares 6,837 (-16.4%) Est. Cost $162.16 Unrealized
JEPI J P MORGAN EXCHANGE TRADED FD 0.0%
Value $258K (-56.3%) Shares 4,562 (-56.1%) Est. Cost $57.20 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value $836K (-27.3%) Shares 22,735 (-25.1%) Est. Cost $30.68 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value $233K (-57.3%) Shares 1,493 (-58.6%) Est. Cost $151.42 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $229K (-57.6%) Shares 2,851 (-58.0%) Est. Cost $74.06 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV 0.0%
Value $1.117M (-21.3%) Shares 4,720 (-28.4%) Est. Cost $192.36 Unrealized
CPF CENTRAL PAC FINL CORP 0.0%
Value $2.509M (+13.7%) Shares 65,670 (-4.9%) Est. Cost $20.30 Unrealized
ACIW ACI WORLDWIDE INC 0.0%
Value $3.776M (+8.7%) Shares 75,087 (-11.4%) Est. Cost $32.50 Unrealized
DFIN DONNELLEY FINL SOLUTIONS INC 0.0%
Value $2.192M (-12.0%) Shares 52,264 (-1.1%) Est. Cost $39.27 Unrealized
PTCT PTC THERAPEUTICS INC 0.0%
Value $3.322M (+9.4%) Shares 40,730 (-8.6%) Est. Cost $73.69 Unrealized
OPY OPPENHEIMER HLDGS INC 0.0%
Value $2.54M (+12.6%) Shares 24,069 (-4.8%) Est. Cost $43.28 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value $554K (-33.9%) Shares 7,337 (-22.9%) Est. Cost $69.36 Unrealized
SPTS SPDR SERIES TRUST STATE STREET 0.0%
Value $2.569M (-10.0%) Shares 88,543 (-9.4%) Est. Cost $29.12 Unrealized
HOMB HOME BANCSHARES INC 0.0%
Value $49.17M (+0.6%) Shares 1,722,124 (-5.1%) Est. Cost $24.28 Unrealized
BSRR SIERRA BANCORP 0.0%
Value $1.977M (+16.0%) Shares 48,502 (-3.5%) Est. Cost $28.52 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value $4.378M (+6.6%) Shares 39,878 (-6.3%) Est. Cost $111.61 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value $226K (-54.5%) Shares 2,979 (-57.9%) Est. Cost $69.81 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $1.589M (-14.5%) Shares 13,838 (-16.3%) Est. Cost $83.48 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $3.475M (-7.2%) Shares 48,161 (-7.5%) Est. Cost $43.70 Unrealized
WTI W T OFFSHORE INC 0.0%
Value $1.986M (-11.6%) Shares 630,346 (-4.3%) Est. Cost $2.86 Unrealized
SPYG SPDR SERIES TRUST STATE STREET 0.0%
Value $233K (-52.7%) Shares 1,956 (-61.1%) Est. Cost $102.43 Unrealized
OBK ORIGIN BANCORP INC 0.0%
Value $1.877M (+15.6%) Shares 36,699 (-6.3%) Est. Cost $31.65 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $586K (-30.1%) Shares 7,225 (-30.3%) Est. Cost $72.89 Unrealized
STT STATE STR CORP 0.0%
Value $254K (-49.6%) Shares 1,498 (-62.4%) Est. Cost $112.86 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value $10.88M (+2.3%) Shares 137,184 (-3.1%) Est. Cost $74.14 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $854K (+41.0%) Shares 2,916 (-5.9%) Est. Cost $177.41 Unrealized
DXPE DXP ENTERPRISES INC 0.0%
Value $2.071M (+13.3%) Shares 12,273 (-6.2%) Est. Cost $27.16 Unrealized
CCJ CAMECO CORP 0.0%
Value $484K (-32.7%) Shares 4,751 (-28.2%) Est. Cost $80.72 Unrealized
PDM PIEDMONT REALTY TRUST INC 0.0%
Value $1.067M (-17.5%) Shares 116,570 (-40.8%) Est. Cost $7.37 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value $1.892M (+13.6%) Shares 6,298 (-6.3%) Est. Cost $230.10 Unrealized
OKE ONEOK INC NEW 0.0%
Value $737K (-23.4%) Shares 8,473 (-20.3%) Est. Cost $82.42 Unrealized
O REALTY INCOME CORP 0.0%
Value $223K (-49.2%) Shares 3,594 (-49.8%) Est. Cost $54.66 Unrealized
KEY KEYCORP 0.0%
Value $1.895M (+12.7%) Shares 82,198 (-1.9%) Est. Cost $15.90 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value $2.017M (+11.8%) Shares 4,924 (-2.7%) Est. Cost $327.18 Unrealized
CCNE CNB FINL CORP PA 0.0%
Value $2.275M (+10.1%) Shares 67,501 (-5.4%) Est. Cost $16.60 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value $290K (-41.8%) Shares 4,233 (-51.7%) Est. Cost $56.80 Unrealized
IEMG ISHARES CORE MSCI EM ETF 0.0%
Value $820K (-20.2%) Shares 9,904 (-32.8%) Est. Cost $61.46 Unrealized
DIA STATE STR SPDR DOW JONES INDL 0.0%
Value $516K (-28.4%) Shares 987 (-36.5%) Est. Cost $444.52 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $2.016M (-9.2%) Shares 9,046 (-6.4%) Est. Cost $172.79 Unrealized
SBH SALLY BEAUTY HLDGS INC 0.0%
Value $53.16M (-0.4%) Shares 3,759,581 (-2.4%) Est. Cost $12.60 Unrealized
FBND FIDELITY MERRIMACK STR TR TOTA 0.0%
Value $303K (-39.3%) Shares 6,650 (-39.2%) Est. Cost $46.15 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $3.364M (-5.5%) Shares 9,495 (-8.4%) Est. Cost $271.12 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value $435K (-30.7%) Shares 1,419 (-41.8%) Est. Cost $257.42 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BN 0.0%
Value $3.114M (-5.8%) Shares 42,413 (-5.5%) Est. Cost $72.46 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $490K (-27.9%) Shares 2,048 (-14.5%) Est. Cost $193.88 Unrealized
FN FABRINET 0.0%
Value $66.3M (+0.3%) Shares 117,950 (-7.0%) Est. Cost $443.06 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value $2.489M (+8.2%) Shares 11,421 (-2.6%) Est. Cost $173.82 Unrealized
ZS ZSCALER INC 0.0%
Value $14.07M (-1.3%) Shares 99,708 (-1.9%) Est. Cost $219.72 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $57.32M (-0.3%) Shares 377,022 (-5.1%) Est. Cost $67.73 Unrealized
GM GENERAL MTRS CO 0.0%
Value $8.214M (+2.3%) Shares 106,571 (-1.2%) Est. Cost $35.54 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $2.503M (+7.7%) Shares 9,782 (-2.8%) Est. Cost $111.20 Unrealized
INVX INNOVEX INTERNATIONAL INC 0.0%
Value $4.588M (-3.7%) Shares 184,995 (-5.3%) Est. Cost $16.19 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value $2.475M (+7.4%) Shares 31,354 (-2.4%) Est. Cost $126.16 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $469K (-26.1%) Shares 4,100 (-37.0%) Est. Cost $102.20 Unrealized
XME SPDR SERIES TRUST STATE STREET 0.0%
Value $2.756M (-5.7%) Shares 25,772 (-4.7%) Est. Cost $50.21 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value $3.828M (-3.8%) Shares 44,294 (-3.5%) Est. Cost $101.74 Unrealized
GGB GERDAU SA ADR 0.0%
Value $1.028M (-12.7%) Shares 254,393 (-22.0%) Est. Cost $3.98 Unrealized
EWQ ISHARES INC MSCI FRANCE ETF 0.0%
Value $223K (-39.8%) Shares 4,917 (-42.5%) Est. Cost $28.17 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC 0.0%
Value $223K (-39.6%) Shares 1,626 (-28.4%) Est. Cost $231.79 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value $397K (-26.5%) Shares 3,226 (-6.1%) Est. Cost $157.73 Unrealized
PAYX PAYCHEX INC 0.0%
Value $222K (-39.1%) Shares 2,257 (-43.0%) Est. Cost $110.60 Unrealized
ATEN A10 NETWORKS INC 0.0%
Value $1.874M (+8.2%) Shares 50,150 (-33.0%) Est. Cost $13.75 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDX 0.0%
Value $221K (-39.0%) Shares 1,116 (-43.2%) Est. Cost $178.71 Unrealized
CTAS CINTAS CORP 0.0%
Value $453K (-23.8%) Shares 2,662 (-24.2%) Est. Cost $181.75 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value $7.197M (-1.9%) Shares 57,266 (-5.1%) Est. Cost $219.25 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value $334K (-29.4%) Shares 14,921 (-33.2%) Est. Cost $20.69 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $1.893M (+7.8%) Shares 2,838 (-2.2%) Est. Cost $341.18 Unrealized
AROC ARCHROCK INC COM 0.0%
Value $1.168M (+13.3%) Shares 28,683 (-3.2%) Est. Cost $19.66 Unrealized
DHI D R HORTON INC 0.0%
Value $1.528M (+9.8%) Shares 9,380 (-7.5%) Est. Cost $59.78 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA 0.0%
Value $207K (-39.3%) Shares 5,939 (-46.8%) Est. Cost $29.61 Unrealized
DIS DISNEY WALT CO 0.0%
Value $3.476M (-3.6%) Shares 36,108 (-3.5%) Est. Cost $105.08 Unrealized
ROST ROSS STORES INC 0.0%
Value $3.123M (-3.9%) Shares 14,673 (-2.2%) Est. Cost $70.93 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value $443K (+39.9%) Shares 11,890 (-10.9%) Est. Cost $34.31 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value $510K (-19.5%) Shares 11,031 (-6.2%) Est. Cost $50.53 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $985K (-11.0%) Shares 7,344 (-4.7%) Est. Cost $175.59 Unrealized
USIG ISHARES BROAD USD INVESTMENT G 0.0%
Value $728K (-13.8%) Shares 14,191 (-13.9%) Est. Cost $50.64 Unrealized
IUSG ISHARES CORE SP US GROWTH E 0.0%
Value $257K (-30.5%) Shares 1,368 (-42.7%) Est. Cost $165.97 Unrealized
GRMN GARMIN LTD 0.0%
Value $1.525M (-6.7%) Shares 6,420 (-8.9%) Est. Cost $198.26 Unrealized
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value $900K (-10.9%) Shares 15,849 (-53.4%) Est. Cost $25.12 Unrealized
ALC ALCON INC 0.0%
Value $342K (-24.0%) Shares 5,093 (-14.7%) Est. Cost $58.29 Unrealized
VNOM VIPER ENERGY INC 0.0%
Value $322K (-25.1%) Shares 7,594 (-17.0%) Est. Cost $38.10 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $24.31M (+0.4%) Shares 1,309,091 (-4.7%) Est. Cost $18.93 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $398K (+35.1%) Shares 4,244 (-4.1%) Est. Cost $57.92 Unrealized
SKYW SKYWEST INC 0.0%
Value $369K (-21.7%) Shares 3,718 (-27.7%) Est. Cost $44.95 Unrealized
BLBD BLUE BIRD CORP 0.0%
Value $504K (+25.2%) Shares 6,386 (-10.0%) Est. Cost $53.19 Unrealized
FNDA SCHWAB STRATEGIC TR FUNDAMENTA 0.0%
Value $671K (-12.9%) Shares 17,629 (-25.8%) Est. Cost $30.77 Unrealized
EQT EQT CORP 0.0%
Value $257K (-26.4%) Shares 4,839 (-11.9%) Est. Cost $44.08 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $414K (-18.0%) Shares 3,833 (-25.8%) Est. Cost $103.37 Unrealized
VEU VANGUARD INTL EQUITY INDEX FDS 0.0%
Value $362K (-19.8%) Shares 4,322 (-28.1%) Est. Cost $63.46 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $1.456M (-5.8%) Shares 6,835 (-3.1%) Est. Cost $132.59 Unrealized
VSS VANGUARD FTSE ALL WO X US SC 0.0%
Value $234K (-27.3%) Shares 1,513 (-31.4%) Est. Cost $142.60 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value $594K (+16.5%) Shares 2,037 (-3.3%) Est. Cost $257.52 Unrealized
VWO VANGUARD FTSE EMERGING MKT ETF 0.0%
Value $1.069M (-7.3%) Shares 17,904 (-16.0%) Est. Cost $50.40 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $623K (+15.3%) Shares 1,611 (-12.7%) Est. Cost $321.21 Unrealized
LH LABORATORY CORP OF AMERICA HOL 0.0%
Value $364K (-17.1%) Shares 1,301 (-21.1%) Est. Cost $212.93 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $321K (-18.4%) Shares 2,753 (-19.1%) Est. Cost $108.26 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $4.274M (-1.6%) Shares 245,496 (-15.5%) Est. Cost $15.68 Unrealized
FNDF SCHWAB STRATEGIC TR FUNDAMENTA 0.0%
Value $295K (-18.4%) Shares 5,596 (-24.3%) Est. Cost $40.89 Unrealized
COO COOPER COS INC COM 0.0%
Value $708K (-8.3%) Shares 9,870 (-8.6%) Est. Cost $98.05 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value $324K (-16.0%) Shares 2,606 (-24.8%) Est. Cost $105.71 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $644K (-7.7%) Shares 6,679 (-15.1%) Est. Cost $90.20 Unrealized
WPC WP CAREY INC 0.0%
Value $332K (-13.7%) Shares 4,638 (-18.0%) Est. Cost $69.36 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $309K (+20.1%) Shares 3,386 (-14.9%) Est. Cost $66.64 Unrealized
PCTY PAYLOCITY HLDG CORP 0.0%
Value $771K (-6.2%) Shares 7,371 (-3.1%) Est. Cost $136.64 Unrealized
GWW WW GRAINGER INC 0.0%
Value $646K (+8.5%) Shares 474 (-13.0%) Est. Cost $985.25 Unrealized
VMBS VANGUARD SCOTTSDALE FDS MORTG 0.0%
Value $384K (-11.7%) Shares 8,197 (-11.4%) Est. Cost $45.58 Unrealized
RYN RAYONIER INC 0.0%
Value $8.744M (+0.6%) Shares 410,879 (-2.6%) Est. Cost $20.62 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $674K (+7.8%) Shares 2,123 (-6.6%) Est. Cost $253.21 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 0.0%
Value $404K (-10.8%) Shares 2,206 (-25.7%) Est. Cost $142.58 Unrealized
CRNX CRINETICS PHARMACEUTICALS INC 0.0%
Value $27.75M (+0.2%) Shares 741,553 (-2.8%) Est. Cost $35.36 Unrealized
POWR ISHARES INC US POWER INFRAST 0.0%
Value $1.303M (+3.7%) Shares 46,585 (-2.7%) Est. Cost $13.20 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $4.441M (-1.0%) Shares 17,368 (-5.4%) Est. Cost $135.55 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT 0.0%
Value $354K (-10.0%) Shares 6,075 (-9.5%) Est. Cost $58.70 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value $316K (-10.1%) Shares 918 (-21.9%) Est. Cost $285.25 Unrealized
GABC GERMAN AMERN BANCORP INC 0.0%
Value $1.544M (-2.2%) Shares 32,541 (-13.9%) Est. Cost $30.76 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD VI 0.0%
Value $265K (+14.1%) Shares 3,268 (-3.9%) Est. Cost $67.26 Unrealized
FSTA FIDELITY MSCI CONS STAPLES ETF 0.0%
Value $423K (-6.3%) Shares 8,060 (-6.6%) Est. Cost $46.07 Unrealized
VLTO VERALTO CORP 0.0%
Value $1.058M (-2.6%) Shares 11,929 (-2.9%) Est. Cost $75.99 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DI 0.0%
Value $350K (-7.3%) Shares 2,213 (-13.1%) Est. Cost $137.65 Unrealized
F FORD MTR CO 0.0%
Value $1.419M (-1.9%) Shares 102,062 (-18.5%) Est. Cost $11.34 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $647K (+4.3%) Shares 2,854 (-8.9%) Est. Cost $196.32 Unrealized
PPH VANECK ETF TRUST PHARMACEUTCL 0.0%
Value $1.599M (+1.6%) Shares 14,624 (-3.5%) Est. Cost $91.06 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC 0.0%
Value $371K (-5.7%) Shares 1,264 (-6.5%) Est. Cost $265.23 Unrealized
PHM PULTE GROUP INC 0.0%
Value $234K (+10.3%) Shares 1,706 (-5.4%) Est. Cost $122.73 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC 0.0%
Value $589K (-3.5%) Shares 11,793 (-20.4%) Est. Cost $51.60 Unrealized
IEV ISHARES TR EUROPE ETF 0.0%
Value $529K (-3.8%) Shares 7,261 (-10.2%) Est. Cost $47.11 Unrealized
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value $507K (-3.8%) Shares 4,791 (-3.4%) Est. Cost $83.83 Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value $26.04M (+0.1%) Shares 2,604,027 (-4.7%) Est. Cost $11.83 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value $473K (-3.9%) Shares 242 (-5.8%) Est. Cost $1975.58 Unrealized
IUSB ISHARES TR CORE UNIVRSL USD 0.0%
Value $306K (-5.5%) Shares 6,640 (-5.4%) Est. Cost $45.95 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value $295K (-5.3%) Shares 5,814 (-3.2%) Est. Cost $59.11 Unrealized
IYW ISHARES TR US TECH ETF 0.0%
Value $631K (+2.7%) Shares 2,501 (-26.2%) Est. Cost $164.79 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value $558K (+3.0%) Shares 2,624 (-7.1%) Est. Cost $179.60 Unrealized
MSCI MSCI INC 0.0%
Value $1.477M (+1.1%) Shares 2,637 (-2.7%) Est. Cost $233.87 Unrealized
WSO WATSCO INC 0.0%
Value $259K (+6.5%) Shares 620 (-7.0%) Est. Cost $392.19 Unrealized
XRT SPDR SERIES TRUST STATE STREET 0.0%
Value $847K (-1.8%) Shares 9,650 (-9.9%) Est. Cost $77.06 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $720K (-2.1%) Shares 7,250 (-1.3%) Est. Cost $132.99 Unrealized
NPKI NPK INTERNATIONAL INC 0.0%
Value $3.391M (+0.4%) Shares 213,122 (-8.5%) Est. Cost $6.08 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $217K (-6.0%) Shares 1,211 (-5.7%) Est. Cost $155.03 Unrealized
XLG INVESCO SP 500 TOP 50 ETF 0.0%
Value $2.406M (+0.6%) Shares 39,301 (-10.4%) Est. Cost $57.17 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $246K (+5.7%) Shares 177 (-16.5%) Est. Cost $960.73 Unrealized
IJK ISHARES TR SP MC 400GR ETF 0.0%
Value $322K (-3.7%) Shares 2,737 (-17.5%) Est. Cost $95.94 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $1.503M (-0.8%) Shares 31,433 (-23.2%) Est. Cost $41.46 Unrealized
LEMB ISHARES INC JP MORGAN EM ETF 0.0%
Value $420K (-2.6%) Shares 9,904 (-6.4%) Est. Cost $37.04 Unrealized
VFH VANGUARD WORLD FD FINANCIALS E 0.0%
Value $255K (+3.6%) Shares 1,934 (-4.9%) Est. Cost $113.13 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $354K (+2.5%) Shares 1,029 (-4.5%) Est. Cost $280.71 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $259K (+2.3%) Shares 6,385 (-13.0%) Est. Cost $37.10 Unrealized
FTEC FIDELITY MSCI INFORMATION TECH 0.0%
Value $498K (+1.0%) Shares 1,742 (-26.4%) Est. Cost $208.12 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value $385K (+1.1%) Shares 3,489 (-10.9%) Est. Cost $96.58 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS IN 0.0%
Value $505K (+0.8%) Shares 5,698 (-13.3%) Est. Cost $47.84 Unrealized
ABEV AMBEV SA ADR 0.0%
Value $1.639M (-0.2%) Shares 521,972 (-7.2%) Est. Cost $2.70 Unrealized
QCRH QCR HLDGS INC 0.0%
Value $1.779M (+0.1%) Shares 18,271 (-12.1%) Est. Cost $44.37 Unrealized
ALRM ALARM COM HLDGS INC 0.0%
Value $336K (+0.4%) Shares 7,195 (-7.2%) Est. Cost $57.59 Unrealized
PWZ INVESCO EXCHANGE TRADED FD TR 0.0%
Value $551K (-0.2%) Shares 22,461 (-2.8%) Est. Cost $24.15 Unrealized

Unchanged Positions (117)

BP BP PLC SPONSORED ADR ADR 0.7%
Value $2.45B Shares 66,310,416 Est. Cost $33.61 Unrealized
NFLX NETFLIX INC COM 0.4%
Value $1.458B Shares 20,415,312 Est. Cost $101.50 Unrealized
SHEL SHELL PLC ADR 0.6%
Value $2.143B Shares 27,633,155 Est. Cost $58.04 Unrealized
V VISA INC 0.8%
Value $2.624B Shares 7,649,303 Est. Cost $131.02 Unrealized
HD HOME DEPOT INC 1.1%
Value $3.654B Shares 10,360,718 Est. Cost $185.35 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value $957M Shares 13,047,300 Est. Cost $41.03 Unrealized
BABA ALIBABA GROUP HLDG LTD ADR 0.1%
Value $489M Shares 5,096,418 Est. Cost $115.20 Unrealized
VOO VANGUARD SP 500 ETF 0.3%
Value $1.077B Shares 1,567,739 Est. Cost $345.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MKT 0.2%
Value $681M Shares 9,551,551 Est. Cost $47.88 Unrealized
NOW SERVICENOW INC 0.2%
Value $796M Shares 8,018,318 Est. Cost $160.31 Unrealized
KO COCA COLA CO 0.2%
Value $530M Shares 6,518,291 Est. Cost $57.13 Unrealized
PCAR PACCAR INC 0.2%
Value $615M Shares 5,116,729 Est. Cost $66.27 Unrealized
DOV DOVER CORP 0.1%
Value $356M Shares 1,585,757 Est. Cost $127.25 Unrealized
ARMK ARAMARK HLDGS CORP 0.0%
Value $82.52M Shares 1,450,212 Est. Cost $38.19 Unrealized
AMGN AMGEN INC 0.2%
Value $576M Shares 1,589,554 Est. Cost $309.15 Unrealized
NTES NETEASE INC SPONSORED ADR ADR 0.0%
Value $147M Shares 1,145,916 Est. Cost $131.98 Unrealized
EVR EVERCORE INC 0.0%
Value $145M Shares 423,875 Est. Cost $180.58 Unrealized
VALE VALE S A ADR 0.1%
Value $341M Shares 22,697,641 Est. Cost $12.00 Unrealized
INTC INTEL CORP 0.0%
Value $23.02M Shares 164,841 Est. Cost $30.08 Unrealized
DNLI DENALI THERAPEUTICS INC 0.0%
Value $62.09M Shares 2,414,162 Est. Cost $18.50 Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value $32.94M Shares 1,099,069 Est. Cost $33.06 Unrealized
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value $116M Shares 13,163,419 Est. Cost $6.76 Unrealized
FULT FULTON FINL CORP PA 0.0%
Value $72.32M Shares 2,989,757 Est. Cost $15.85 Unrealized
MOG/A MOOG INC 0.0%
Value $38.57M Shares 90,998 Est. Cost $80.21 Unrealized
MC MOELIS CO 0.0%
Value $67.9M Shares 1,037,894 Est. Cost $67.79 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value $33.81M Shares 663,394 Est. Cost $60.63 Unrealized
FDP DEL MONTE CORP ORD 0.0%
Value $17.42M Shares 624,193 Est. Cost $35.72 Unrealized
UMBF UMB FINL CORP 0.0%
Value $34.71M Shares 243,154 Est. Cost $73.63 Unrealized
LEVI LEVI STRAUSS CO NEW 0.0%
Value $27.68M Shares 1,114,918 Est. Cost $16.54 Unrealized
HWC HANCOCK WHITNEY CORPORATION CO 0.0%
Value $38.09M Shares 509,726 Est. Cost $61.72 Unrealized
SM SM ENERGY COMPANY 0.0%
Value $25.76M Shares 986,852 Est. Cost $36.50 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value $58.66M Shares 587,219 Est. Cost $96.59 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA 0.0%
Value $33.15M Shares 944,829 Est. Cost $32.37 Unrealized
KRYS KRYSTAL BIOTECH INC SHS 0.0%
Value $10.29M Shares 27,676 Est. Cost $263.97 Unrealized
VGIT VANGUARD SCOTTSDALE FDS INTER 0.1%
Value $197M Shares 3,347,771 Est. Cost $58.45 Unrealized
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value $14.77M Shares 450,858 Est. Cost $16.45 Unrealized
IVZ INVESCO LTD SHS 0.0%
Value $38.21M Shares 1,447,838 Est. Cost $15.88 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value $11.24M Shares 98,306 Est. Cost $151.88 Unrealized
WSFS WSFS FINL CORP 0.0%
Value $17.49M Shares 227,957 Est. Cost $44.77 Unrealized
APG API GROUP CORP 0.0%
Value $65.61M Shares 1,549,230 Est. Cost $23.33 Unrealized
SNA SNAP ON INC 0.0%
Value $27.57M Shares 68,503 Est. Cost $284.63 Unrealized
SHOO MADDEN STEVEN LTD 0.0%
Value $12.63M Shares 300,000 Est. Cost $32.41 Unrealized
VRDN VIRIDIAN THERAPEUTICS INC 0.0%
Value $32.16M Shares 1,750,850 Est. Cost $21.30 Unrealized
AUB ATLANTIC UNION BANKSHARES CO 0.0%
Value $15.24M Shares 360,253 Est. Cost $25.86 Unrealized
VCEL VERICEL CORP 0.0%
Value $8.246M Shares 185,337 Est. Cost $42.88 Unrealized
TCBI TEXAS CAP BANCSHARES INC 0.0%
Value $26.58M Shares 257,394 Est. Cost $57.96 Unrealized
ABCB AMERIS BANCORP 0.0%
Value $15.52M Shares 172,000 Est. Cost $43.92 Unrealized
RNST RENASANT CORP 0.0%
Value $13.53M Shares 318,000 Est. Cost $33.37 Unrealized
BANR BANNER CORP 0.0%
Value $22.07M Shares 332,241 Est. Cost $53.15 Unrealized
INN SUMMIT HOTEL PPTYS 0.0%
Value $4.097M Shares 584,471 Est. Cost $6.93 Unrealized
T ATT INC 0.0%
Value $3.525M Shares 170,271 Est. Cost $21.69 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value $10.24M Shares 265,538 Est. Cost $25.57 Unrealized
BSY BENTLEY SYS INC 0.0%
Value $6.768M Shares 226,427 Est. Cost $48.33 Unrealized
CLDT CHATHAM LODGING TR 0.0%
Value $2.771M Shares 209,423 Est. Cost $10.10 Unrealized
BJRI BJS RESTAURANTS INC 0.0%
Value $2.315M Shares 38,118 Est. Cost $29.69 Unrealized
SCI SERVICE CORP INTL 0.0%
Value $9.656M Shares 127,119 Est. Cost $78.56 Unrealized
INDB INDEPENDENT BK CORP MASS 0.0%
Value $8.274M Shares 98,830 Est. Cost $58.38 Unrealized
MOV MOVADO GROUP INC 0.0%
Value $2.111M Shares 53,695 Est. Cost $25.24 Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value $37.93M Shares 2,205,392 Est. Cost $13.65 Unrealized
OIS OIL STS INTL INC 0.0%
Value $1.588M Shares 198,305 Est. Cost $7.23 Unrealized
AKR ACADIA RLTY TR 0.0%
Value $7.618M Shares 364,340 Est. Cost $13.52 Unrealized
ITT ITT INC 0.0%
Value $16.72M Shares 84,532 Est. Cost $94.37 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $4.645M Shares 31,970 Est. Cost $124.77 Unrealized
SHBI SHORE BANCSHARES INC 0.0%
Value $2.241M Shares 97,659 Est. Cost $12.31 Unrealized
CCEP COCA COLA EUROPACIFIC PARTNERS 0.0%
Value $3.799M Shares 37,964 Est. Cost $75.07 Unrealized
MTW MANITOWOC CO INC 0.0%
Value $2.058M Shares 148,187 Est. Cost $15.82 Unrealized
OSBC OLD SECOND BANCORP INC DEL 0.0%
Value $2.269M Shares 97,285 Est. Cost $14.87 Unrealized
BTI BRITISH AMERN TOB PLC SPON ADR 0.0%
Value $4.748M Shares 76,883 Est. Cost $40.86 Unrealized
STRO SUTRO BIOPHARMA INC 0.0%
Value $1.172M Shares 35,295 Est. Cost $9.49 Unrealized
PFBC PREFERRED BK LOS ANGELES CA 0.0%
Value $1.974M Shares 18,576 Est. Cost $88.28 Unrealized
QRVO QORVO INC 0.0%
Value $1.717M Shares 18,413 Est. Cost $74.29 Unrealized
SLDB SOLID BIOSCIENCES INC 0.0%
Value $1.034M Shares 103,481 Est. Cost $5.42 Unrealized
RVTY REVVITY INC 0.0%
Value $1.373M Shares 12,340 Est. Cost $87.03 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value $1.897M Shares 49,396 Est. Cost $28.54 Unrealized
FMBH FIRST MID BANCSHARES INC 0.0%
Value $1.895M Shares 39,395 Est. Cost $37.60 Unrealized
ITA ISHARES US AEROSPACE DEF ETF 0.0%
Value $2.598M Shares 10,718 Est. Cost $121.58 Unrealized
FLS FLOWSERVE CORP 0.0%
Value $131M Shares 1,765,386 Est. Cost $43.86 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value $997K Shares 50,161 Est. Cost $31.05 Unrealized
BBW BUILD A BEAR WORKSHOP INC 0.0%
Value $1.003M Shares 32,763 Est. Cost $24.19 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.0%
Value $1.887M Shares 53,630 Est. Cost $36.91 Unrealized
HLN HALEON PLC ADR 0.0%
Value $3.078M Shares 329,891 Est. Cost $6.24 Unrealized
DGII DIGI INTL INC 0.0%
Value $548K Shares 7,314 Est. Cost $40.05 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $617K Shares 311 Est. Cost $751.00 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value $643K Shares 7,387 Est. Cost $49.87 Unrealized
FNCL FIDELITY MSCI FINLS IDX 0.0%
Value $1.487M Shares 19,428 Est. Cost $66.08 Unrealized
HCKT HACKETT GROUP INC 0.0%
Value $494K Shares 45,873 Est. Cost $20.95 Unrealized
HY HYSTER YALE INC CL A 0.0%
Value $1.14M Shares 32,512 Est. Cost $36.22 Unrealized
FHLC FIDELITY MSCI HLTH CARE I 0.0%
Value $786K Shares 10,175 Est. Cost $56.84 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value $427K Shares 23,174 Est. Cost $13.69 Unrealized
EWP ISHARES INC MSCI SPAIN ETF 0.0%
Value $782K Shares 13,163 Est. Cost $25.66 Unrealized
DOX AMDOCS LTD 0.0%
Value $217K Shares 4,297 Est. Cost $54.59 Unrealized
NGG NATIONAL GRID PLC SPONSOR ADR 0.0%
Value $1.868M Shares 22,537 Est. Cost $66.79 Unrealized
ADC AGREE RLTY CORP 0.0%
Value $3.67M Shares 48,457 Est. Cost $68.85 Unrealized
PACK RANPAK HOLDINGS CORP 0.0%
Value $83,845 Shares 11,470 Est. Cost $5.56 Unrealized
BOH BANK HAWAII CORP 0.0%
Value $421K Shares 5,167 Est. Cost $64.65 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED FD 0.0%
Value $383K Shares 6,237 Est. Cost $57.35 Unrealized
AURA AURA BIOSCIENCES INC 0.0%
Value $593K Shares 83,508 Est. Cost $5.44 Unrealized
QUS SPDR SERIES TRUST STATE STREET 0.0%
Value $397K Shares 2,126 Est. Cost $171.67 Unrealized
OIH VANECK ETF TR 0.0%
Value $372K Shares 1,000 Est. Cost $230.29 Unrealized
IXG ISHARES TR GLOBAL FINLS ETF 0.0%
Value $351K Shares 2,821 Est. Cost $84.41 Unrealized
AVNW AVIAT NETWORKS INC 0.0%
Value $1.559M Shares 70,238 Est. Cost $22.77 Unrealized
MDXG MIMEDX GROUP INC 0.0%
Value $946K Shares 245,759 Est. Cost $5.75 Unrealized
NX QUANEX BLDG PRODS CORP 0.0%
Value $744K Shares 39,947 Est. Cost $20.31 Unrealized
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value $277K Shares 4,127 Est. Cost $61.65 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $2.025M Shares 35,389 Est. Cost $68.67 Unrealized
IGIB ISHARES INTERMEDIATE TERM CORP 0.0%
Value $2.626M Shares 49,385 Est. Cost $52.14 Unrealized
CBON VANECK ETF TRUST CHINA BOND ET 0.0%
Value $618K Shares 25,951 Est. Cost $22.10 Unrealized
EVLV EVOLV TECHNOLOGIES HOLDINGS IN 0.0%
Value $253K Shares 43,546 Est. Cost $6.08 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TE 0.0%
Value $1.032M Shares 30,827 Est. Cost $33.36 Unrealized
IGOV ISHARES TR INTL TREA BD ETF 0.0%
Value $4.629M Shares 112,825 Est. Cost $41.53 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $268K Shares 11,205 Est. Cost $28.93 Unrealized
FRPT FRESHPET INC COM 0.0%
Value $16.63M Shares 281,284 Est. Cost $96.91 Unrealized
MINN TRUST FOR PROFESSIONAL MANAGER 0.0%
Value $233K Shares 10,385 Est. Cost $22.26 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD 0.0%
Value $238K Shares 4,772 Est. Cost $49.84 Unrealized
IGC IGC PHARMA INC COM 0.0%
Value $11,804 Shares 43,400 Est. Cost $0.38 Unrealized
KKR KKR CO INC 0.0%
Value $221K Shares 2,411 Est. Cost $138.32 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value $0 Shares 30,000 Est. Cost $0.09 Unrealized