BARRETT & COMPANY, INC. Diversified Active

CIK: 0000887602 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $157,881 (100.0% shares, 0.0% debt)

Holdings (596)

USMV ISHARES TR 5.8%
Value ($000) $9,175 Shares 126,133 Est. Cost $72.10 Unrealized
VTI VANGUARD INDEX FDS 4.7%
Value ($000) $7,426 Shares 36,382 Est. Cost $191.57 Unrealized
IVW ISHARES TR 4.4%
Value ($000) $6,912 Shares 108,179 Est. Cost $58.50 Unrealized
ILCV ISHARES TR 3.5%
Value ($000) $5,552 Shares 86,890 Est. Cost $63.23 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $4,799 Shares 11,675 Est. Cost $384.22 Unrealized
XT ISHARES TR 2.9%
Value ($000) $4,510 Shares 85,579 Est. Cost $47.34 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $4,421 Shares 26,812 Est. Cost $154.28 Unrealized -5.7%
SLYG SPDR SER TR 2.5%
Value ($000) $3,880 Shares 52,610 Est. Cost $72.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.4%
Value ($000) $3,753 Shares 8,187 Est. Cost $442.78 Unrealized
VTV VANGUARD INDEX FDS 2.3%
Value ($000) $3,652 Shares 26,442 Est. Cost $140.31 Unrealized
VUG VANGUARD INDEX FDS 2.3%
Value ($000) $3,596 Shares 14,416 Est. Cost $214.83 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 2.2%
Value ($000) $3,523 Shares 87,725 Est. Cost $39.91 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $3,505 Shares 65,547 Est. Cost $50.14 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $3,068 Shares 29,707 Est. Cost $126.40 Unrealized -23.6%
MSFT MICROSOFT CORP 1.9%
Value ($000) $2,973 Shares 10,313 Est. Cost $256.74 Unrealized -2.8%
FTCS FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $2,871 Shares 39,356 Est. Cost $74.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.8%
Value ($000) $2,862 Shares 63,355 Est. Cost $42.05 Unrealized
MTB M &T BK CORP 1.5%
Value ($000) $2,433 Shares 20,344 Est. Cost $158.03 Unrealized -16.8%
NEWT NEWTEKONE INC 1.5%
Value ($000) $2,342 Shares 182,980 Est. Cost $20.41 Unrealized -19.2%
GOOGL ALPHABET INC 1.3%
Value ($000) $2,046 Shares 19,717 Est. Cost $110.06 Unrealized -13.5%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $1,813 Shares 4,428 Est. Cost $382.43 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,609 Shares 14,673 Est. Cost $81.36 Unrealized +23.1%
JNJ JOHNSON &JOHNSON 0.9%
Value ($000) $1,435 Shares 9,258 Est. Cost $152.90 Unrealized -3.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,316 Shares 29,340 Est. Cost $43.99 Unrealized
ISHARES TR 0.8%
Value ($000) $1,306 Shares 53,260 Est. Cost $24.35 Unrealized
IWD ISHARES TR 0.8%
Value ($000) $1,294 Shares 8,502 Est. Cost $151.65 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,287 Shares 26,875 Est. Cost $47.42 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,268 Shares 8,530 Est. Cost $132.33 Unrealized +0.7%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $1,253 Shares 6,610 Est. Cost $183.69 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,034 Shares 6,715 Est. Cost $151.84 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,010 Shares 6,188 Est. Cost $133.00 Unrealized +11.6%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $994 Shares 6,873 Est. Cost $141.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $954 Shares 13,771 Est. Cost $62.30 Unrealized -1.3%
ISHARES TR 0.6%
Value ($000) $945 Shares 38,417 Est. Cost $24.44 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $917 Shares 46,057 Est. Cost $20.69 Unrealized
ISHARES TR 0.6%
Value ($000) $907 Shares 36,000 Est. Cost $25.04 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $892 Shares 11,664 Est. Cost $75.29 Unrealized
BA BOEING CO 0.6%
Value ($000) $869 Shares 4,092 Est. Cost $153.37 Unrealized +35.5%
MET METLIFE INC 0.5%
Value ($000) $857 Shares 14,790 Est. Cost $57.65 Unrealized +7.1%
TXT TEXTRON INC 0.5%
Value ($000) $850 Shares 12,030 Est. Cost $63.20 Unrealized +12.5%
CVS CVS HEALTH CORP 0.5%
Value ($000) $845 Shares 11,365 Est. Cost $87.27 Unrealized -13.8%
CALF PACER FDS TR 0.5%
Value ($000) $824 Shares 21,638 Est. Cost $36.59 Unrealized
JPM JPMORGAN CHASE &CO 0.5%
Value ($000) $800 Shares 6,140 Est. Cost $105.62 Unrealized +21.3%
SHY ISHARES TR 0.5%
Value ($000) $793 Shares 9,650 Est. Cost $81.19 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $736 Shares 18,225 Est. Cost $39.02 Unrealized
MRK MERCK &CO INC 0.5%
Value ($000) $726 Shares 6,824 Est. Cost $80.41 Unrealized +22.7%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $725 Shares 14,097 Est. Cost $51.10 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $705 Shares 9,254 Est. Cost $75.24 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $692 Shares 1,464 Est. Cost $380.78 Unrealized +13.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $683 Shares 40 Est. Cost $31.00 Unrealized +1.4%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $672 Shares 14,051 Est. Cost $44.81 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $661 Shares 6,835 Est. Cost $94.63 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $660 Shares 16,177 Est. Cost $40.27 Unrealized -9.2%
META META PLATFORMS INC 0.4%
Value ($000) $645 Shares 3,045 Est. Cost $161.40 Unrealized +4.8%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $619 Shares 1,646 Est. Cost $351.33 Unrealized
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $601 Shares 14,174 Est. Cost $34.72 Unrealized +17.0%
BAC BANK AMERICA CORP 0.4%
Value ($000) $590 Shares 20,633 Est. Cost $30.59 Unrealized -0.0%
NKE NIKE INC 0.4%
Value ($000) $590 Shares 4,811 Est. Cost $101.57 Unrealized +14.9%
PFF ISHARES TR 0.4%
Value ($000) $580 Shares 18,565 Est. Cost $30.53 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $575 Shares 6,601 Est. Cost $77.62 Unrealized +6.4%
DFAU DIMENSIONAL ETF TRUST 0.4%
Value ($000) $567 Shares 19,703 Est. Cost $27.02 Unrealized
DVYE ISHARES INC 0.3%
Value ($000) $552 Shares 22,503 Est. Cost $2.41 Unrealized
ORI OLD REP INTL CORP 0.3%
Value ($000) $551 Shares 22,063 Est. Cost $17.40 Unrealized +17.4%
IBTE ISHARES TR 0.3%
Value ($000) $548 Shares 22,820 Est. Cost $23.87 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $536 Shares 3,133 Est. Cost $157.06 Unrealized +7.2%
IEFA ISHARES TR 0.3%
Value ($000) $534 Shares 7,989 Est. Cost $61.70 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $483 Shares 5,156 Est. Cost $91.37 Unrealized
ISHARES TR 0.3%
Value ($000) $478 Shares 20,322 Est. Cost $23.31 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $476 Shares 3,251 Est. Cost $139.99 Unrealized -0.8%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $476 Shares 6,205 Est. Cost $74.35 Unrealized
PSEC PROSPECT CAP CORP 0.3%
Value ($000) $476 Shares 68,334 Est. Cost $4.69 Unrealized +2.2%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $471 Shares 6,377 Est. Cost $71.84 Unrealized
XYL XYLEM INC 0.3%
Value ($000) $458 Shares 4,376 Est. Cost $87.27 Unrealized +15.6%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $457 Shares 5,505 Est. Cost $82.57 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $425 Shares 2,802 Est. Cost $145.09 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $421 Shares 8,047 Est. Cost $40.05 Unrealized +12.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $411 Shares 2,152 Est. Cost $162.15 Unrealized +8.9%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $406 Shares 7,571 Est. Cost $51.79 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $394 Shares 3,934 Est. Cost $104.56 Unrealized -5.8%
MINT PIMCO ETF TR 0.2%
Value ($000) $382 Shares 3,851 Est. Cost $98.64 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $382 Shares 2,394 Est. Cost $127.12 Unrealized +8.7%
LLY LILLY ELI &CO 0.2%
Value ($000) $381 Shares 1,111 Est. Cost $308.08 Unrealized +7.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $372 Shares 9,563 Est. Cost $35.34 Unrealized -7.5%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $350 Shares 7,146 Est. Cost $47.45 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $331 Shares 1,653 Est. Cost $182.38 Unrealized +5.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $329 Shares 2,509 Est. Cost $115.64 Unrealized +4.4%
HYG ISHARES TR 0.2%
Value ($000) $328 Shares 4,336 Est. Cost $73.64 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $323 Shares 11,632 Est. Cost $15.79 Unrealized +37.0%
MASI MASIMO CORP 0.2%
Value ($000) $314 Shares 1,700 Est. Cost $146.09 Unrealized +15.5%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $312 Shares 11,564 Est. Cost $25.04 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $310 Shares 3,083 Est. Cost $89.84 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $309 Shares 2,640 Est. Cost $120.62 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $309 Shares 654 Est. Cost $495.09 Unrealized -7.6%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $308 Shares 2,918 Est. Cost $108.21 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $293 Shares 2,885 Est. Cost $104.25 Unrealized
OLN OLIN CORP 0.2%
Value ($000) $291 Shares 5,235 Est. Cost $47.14 Unrealized +13.7%
ICOW PACER FDS TR 0.2%
Value ($000) $288 Shares 9,739 Est. Cost $28.21 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $286 Shares 6,145 Est. Cost $45.54 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $286 Shares 1,457 Est. Cost $214.55 Unrealized -10.5%
IBTG ISHARES TR 0.2%
Value ($000) $286 Shares 12,384 Est. Cost $22.81 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $285 Shares 7,061 Est. Cost $37.62 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $278 Shares 2,805 Est. Cost $88.18 Unrealized +12.8%
GLD SPDR GOLD TR 0.2%
Value ($000) $272 Shares 1,486 Est. Cost $169.64 Unrealized
GSK GSK PLC 0.2%
Value ($000) $263 Shares 7,404 Est. Cost $35.14 Unrealized
T AT&T INC 0.2%
Value ($000) $263 Shares 13,642 Est. Cost $15.55 Unrealized +5.2%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $250 Shares 3,118 Est. Cost $77.51 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $249 Shares 11,078 Est. Cost $19.94 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $248 Shares 1,024 Est. Cost $218.69 Unrealized +2.4%
ABT ABBOTT LABS 0.2%
Value ($000) $245 Shares 2,905 Est. Cost $100.01 Unrealized -0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $243 Shares 787 Est. Cost $284.56 Unrealized +8.3%
BF/B BROWN FORMAN CORP 0.2%
Value ($000) $241 Shares 3,754 Est. Cost $65.71 Unrealized -7.0%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $241 Shares 7,426 Est. Cost $30.32 Unrealized -3.0%
VIOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $239 Shares 2,954 Est. Cost $131.54 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $224 Shares 2,474 Est. Cost $84.78 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $223 Shares 5,956 Est. Cost $36.93 Unrealized
COHEN &STEERS LTD DURATION 0.1%
Value ($000) $222 Shares 12,450 Est. Cost $19.02 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $222 Shares 575 Est. Cost $358.41 Unrealized -0.8%
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $217 Shares 11,401 Est. Cost $18.45 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $216 Shares 595 Est. Cost $325.17 Unrealized +9.9%
LAM RESEARCH CORP 0.1%
Value ($000) $215 Shares 406 Est. Cost $523.28 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $212 Shares 15,659 Est. Cost $13.26 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $209 Shares 7,596 Est. Cost $27.16 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $207 Shares 8,725 Est. Cost $23.58 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $207 Shares 2,163 Est. Cost $44.07 Unrealized +49.5%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $206 Shares 7,713 Est. Cost $26.32 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $203 Shares 1,015 Est. Cost $84.74 Unrealized 0.0%
ISCV ISHARES TR 0.1%
Value ($000) $201 Shares 3,854 Est. Cost $52.06 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $200 Shares 4,253 Est. Cost $46.47 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $198 Shares 1,084 Est. Cost $154.42 Unrealized +2.8%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $194 Shares 4,278 Est. Cost $38.69 Unrealized +15.7%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $191 Shares 571 Est. Cost $292.00 Unrealized +1.0%
IMCB ISHARES TR 0.1%
Value ($000) $188 Shares 3,107 Est. Cost $58.66 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $185 Shares 2,000 Est. Cost $89.56 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $185 Shares 3,675 Est. Cost $50.13 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $176 Shares 2,000 Est. Cost $86.27 Unrealized -2.4%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $174 Shares 1,050 Est. Cost $148.06 Unrealized
IBDS ISHARES TR 0.1%
Value ($000) $160 Shares 6,716 Est. Cost $23.69 Unrealized
EATON VANCE LTD DURATION INC 0.1%
Value ($000) $152 Shares 15,421 Est. Cost $9.39 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $151 Shares 965 Est. Cost $155.93 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $150 Shares 3,998 Est. Cost $25.79 Unrealized +19.3%
FRANKLIN LTD DURATION INCOME 0.1%
Value ($000) $149 Shares 24,150 Est. Cost $6.21 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $149 Shares 1,352 Est. Cost $106.86 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $149 Shares 960 Est. Cost $154.13 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $145 Shares 2,341 Est. Cost $56.01 Unrealized -1.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $143 Shares 4,438 Est. Cost $34.20 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $140 Shares 1,027 Est. Cost $135.66 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $137 Shares 1,919 Est. Cost $65.65 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $137 Shares 825 Est. Cost $142.93 Unrealized +4.0%
DGRO ISHARES TR 0.1%
Value ($000) $135 Shares 2,700 Est. Cost $50.00 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $135 Shares 1,422 Est. Cost $140.56 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $133 Shares 1,499 Est. Cost $81.50 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $130 Shares 1,213 Est. Cost $89.83 Unrealized +12.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $128 Shares 1,500 Est. Cost $67.78 Unrealized +6.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $128 Shares 1,326 Est. Cost $94.02 Unrealized -6.2%
BLACKROCK INNOVATION AND GRW 0.1%
Value ($000) $126 Shares 15,753 Est. Cost $6.84 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $124 Shares 9,833 Est. Cost $10.86 Unrealized -6.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $123 Shares 440 Est. Cost $236.27 Unrealized +6.0%
IEMG ISHARES INC 0.1%
Value ($000) $121 Shares 2,486 Est. Cost $46.70 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $120 Shares 367 Est. Cost $297.04 Unrealized +9.0%
IJH ISHARES TR 0.1%
Value ($000) $119 Shares 477 Est. Cost $241.89 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $119 Shares 1,658 Est. Cost $22.25 Unrealized +28.9%
HD HOME DEPOT INC 0.1%
Value ($000) $117 Shares 395 Est. Cost $270.67 Unrealized +5.2%
INTC INTEL CORP 0.1%
Value ($000) $116 Shares 3,550 Est. Cost $32.31 Unrealized -14.8%
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $115 Shares 10,900 Est. Cost $10.51 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $114 Shares 9,136 Est. Cost $11.87 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $114 Shares 1,673 Est. Cost $60.32 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $113 Shares 546 Est. Cost $279.27 Unrealized -37.5%
CWB SPDR SER TR 0.1%
Value ($000) $111 Shares 167 Est. Cost $64.34 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $109 Shares 715 Est. Cost $122.28 Unrealized +15.9%
V VISA INC 0.1%
Value ($000) $108 Shares 481 Est. Cost $198.34 Unrealized +9.8%
IYR ISHARES TR 0.1%
Value ($000) $104 Shares 1,220 Est. Cost $84.23 Unrealized
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $103 Shares 1,580 Est. Cost $66.98 Unrealized -8.6%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $101 Shares 2,610 Est. Cost $31.47 Unrealized +8.7%
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $101 Shares 2,909 Est. Cost $38.70 Unrealized -13.2%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $100 Shares 289 Est. Cost $301.94 Unrealized -3.9%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $100 Shares 675 Est. Cost $153.36 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $98 Shares 1,120 Est. Cost $87.28 Unrealized -7.0%
ETN EATON CORP PLC 0.1%
Value ($000) $97 Shares 568 Est. Cost $133.40 Unrealized +20.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $97 Shares 397 Est. Cost $181.67 Unrealized +19.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $95 Shares 3,676 Est. Cost $23.88 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $95 Shares 4,200 Est. Cost $22.41 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $94 Shares 2,486 Est. Cost $34.30 Unrealized +1.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $92 Shares 611 Est. Cost $124.44 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $92 Shares 690 Est. Cost $114.90 Unrealized +5.4%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $92 Shares 7,402 Est. Cost $15.95 Unrealized -22.0%
FDX FEDEX CORP 0.1%
Value ($000) $92 Shares 403 Est. Cost $195.77 Unrealized -2.6%
SJM SMUCKER J M CO 0.1%
Value ($000) $92 Shares 583 Est. Cost $121.23 Unrealized +13.0%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $91 Shares 10,345 Est. Cost $8.60 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $90 Shares 1,068 Est. Cost $124.12 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $89 Shares 926 Est. Cost $100.28 Unrealized -0.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $89 Shares 696 Est. Cost $127.05 Unrealized -8.4%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $87 Shares 6,249 Est. Cost $13.42 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $86 Shares 379 Est. Cost $210.86 Unrealized +3.3%
CME CME GROUP INC 0.1%
Value ($000) $86 Shares 451 Est. Cost $170.19 Unrealized -4.8%
AFL AFLAC INC 0.1%
Value ($000) $86 Shares 1,330 Est. Cost $54.56 Unrealized +17.8%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $84 Shares 610 Est. Cost $125.44 Unrealized +14.2%
IVOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $84 Shares 950 Est. Cost $129.02 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $84 Shares 7,638 Est. Cost $11.25 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $84 Shares 975 Est. Cost $84.56 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $83 Shares 1,588 Est. Cost $66.70 Unrealized +5.3%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $80 Shares 380 Est. Cost $203.56 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $80 Shares 500 Est. Cost $135.34 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $80 Shares 316 Est. Cost $240.69 Unrealized -6.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $80 Shares 812 Est. Cost $83.84 Unrealized +10.1%
VTWG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $79 Shares 481 Est. Cost $155.77 Unrealized
CPRT COPART INC 0.0%
Value ($000) $78 Shares 1,040 Est. Cost $29.77 Unrealized +14.2%
EFAV ISHARES TR 0.0%
Value ($000) $78 Shares 1,150 Est. Cost $63.59 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $77 Shares 702 Est. Cost $105.49 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $77 Shares 512 Est. Cost $129.18 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $76 Shares 588 Est. Cost $131.35 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $76 Shares 1,697 Est. Cost $33.06 Unrealized +9.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $75 Shares 453 Est. Cost $147.72 Unrealized +9.5%
IXUS ISHARES TR 0.0%
Value ($000) $75 Shares 1,208 Est. Cost $57.86 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $73 Shares 705 Est. Cost $78.36 Unrealized +23.9%
HLN HALEON PLC 0.0%
Value ($000) $72 Shares 8,851 Est. Cost $8.00 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $71 Shares 620 Est. Cost $112.11 Unrealized -7.0%
UNP UNION PAC CORP 0.0%
Value ($000) $67 Shares 335 Est. Cost $204.23 Unrealized -7.3%
BL BLACKLINE INC 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $68.94 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $67 Shares 514 Est. Cost $135.59 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $66 Shares 2,996 Est. Cost $21.59 Unrealized -3.9%
SHEL SHELL PLC 0.0%
Value ($000) $66 Shares 1,141 Est. Cost $57.00 Unrealized
MMM 3M CO 0.0%
Value ($000) $65 Shares 619 Est. Cost $96.43 Unrealized -12.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $65 Shares 282 Est. Cost $172.21 Unrealized +33.9%
FICS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $31.47 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $62 Shares 1,496 Est. Cost $39.01 Unrealized
BP BP PLC 0.0%
Value ($000) $60 Shares 1,591 Est. Cost $34.93 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $60 Shares 2,722 Est. Cost $22.39 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $60 Shares 120 Est. Cost $367.34 Unrealized +30.3%
MSCI MSCI INC 0.0%
Value ($000) $59 Shares 106 Est. Cost $440.45 Unrealized +16.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $59 Shares 713 Est. Cost $87.46 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $58 Shares 713 Est. Cost $71.08 Unrealized 0.0%
IBDT ISHARES TR 0.0%
Value ($000) $58 Shares 2,306 Est. Cost $24.69 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $57 Shares 600 Est. Cost $90.74 Unrealized -7.9%
BIZD VANECK ETF TRUST 0.0%
Value ($000) $56 Shares 3,800 Est. Cost $14.15 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $56 Shares 1,331 Est. Cost $40.51 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $55 Shares 6,000 Est. Cost $9.06 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $55 Shares 465 Est. Cost $114.97 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $54 Shares 702 Est. Cost $78.15 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $54 Shares 42 Est. Cost $1220.12 Unrealized +8.9%
IWR ISHARES TR 0.0%
Value ($000) $52 Shares 749 Est. Cost $67.54 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 305 Est. Cost $160.05 Unrealized +6.1%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $49 Shares 615 Est. Cost $69.44 Unrealized +4.3%
ETF MANAGERS TR 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $44.05 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $47 Shares 287 Est. Cost $164.58 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $47 Shares 2,500 Est. Cost $18.67 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $46 Shares 596 Est. Cost $77.12 Unrealized -8.4%
IEF ISHARES TR 0.0%
Value ($000) $46 Shares 460 Est. Cost $95.78 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $45 Shares 275 Est. Cost $156.51 Unrealized -6.5%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $45 Shares 320 Est. Cost $132.86 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $44 Shares 237 Est. Cost $170.57 Unrealized
BLACKROCK ETF TRUST 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $24.33 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 224 Est. Cost $179.76 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $43 Shares 75 Est. Cost $555.04 Unrealized +0.7%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $43 Shares 140 Est. Cost $337.49 Unrealized -12.6%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $42 Shares 564 Est. Cost $74.55 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $42 Shares 1,388 Est. Cost $30.12 Unrealized -5.1%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $42 Shares 4,000 Est. Cost $10.19 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $42 Shares 251 Est. Cost $161.30 Unrealized -1.4%
IBTI ISHARES TR 0.0%
Value ($000) $42 Shares 1,850 Est. Cost $21.94 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $41 Shares 530 Est. Cost $75.73 Unrealized -6.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $41 Shares 619 Est. Cost $64.52 Unrealized -9.6%
ITT ITT INC 0.0%
Value ($000) $39 Shares 449 Est. Cost $72.91 Unrealized +20.6%
BLACKROCK INC 0.0%
Value ($000) $38 Shares 57 Est. Cost $712.72 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $38 Shares 346 Est. Cost $102.88 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $34.59 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $36 Shares 396 Est. Cost $87.12 Unrealized -5.8%
NUVEEN SR INCOME FD 0.0%
Value ($000) $36 Shares 7,750 Est. Cost $4.59 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $36 Shares 930 Est. Cost $40.25 Unrealized +0.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $35 Shares 457 Est. Cost $88.47 Unrealized -13.1%
ISHARES TR 0.0%
Value ($000) $34 Shares 1,378 Est. Cost $24.73 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 75 Est. Cost $400.07 Unrealized +6.1%
PBI PITNEY BOWES INC 0.0%
Value ($000) $33 Shares 8,500 Est. Cost $3.21 Unrealized +30.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $33 Shares 500 Est. Cost $39.81 Unrealized +62.8%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $32 Shares 1,675 Est. Cost $15.89 Unrealized +4.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $32 Shares 330 Est. Cost $80.94 Unrealized +7.4%
CSX CSX CORP 0.0%
Value ($000) $31 Shares 1,044 Est. Cost $29.60 Unrealized -0.4%
DE DEERE &CO 0.0%
Value ($000) $31 Shares 75 Est. Cost $326.53 Unrealized +21.6%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $30 Shares 145 Est. Cost $173.14 Unrealized +9.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $30 Shares 117 Est. Cost $214.77 Unrealized +14.7%
DOW DOW INC 0.0%
Value ($000) $30 Shares 544 Est. Cost $41.46 Unrealized +14.1%
NFLX NETFLIX INC 0.0%
Value ($000) $29 Shares 85 Est. Cost $22.21 Unrealized +49.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $29 Shares 755 Est. Cost $38.07 Unrealized
INTU INTUIT 0.0%
Value ($000) $29 Shares 65 Est. Cost $422.65 Unrealized -4.6%
CTVA CORTEVA INC 0.0%
Value ($000) $29 Shares 479 Est. Cost $56.17 Unrealized +5.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $29 Shares 100 Est. Cost $274.70 Unrealized -4.9%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $29 Shares 1,950 Est. Cost $14.43 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $29 Shares 3,250 Est. Cost $8.68 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $28 Shares 155 Est. Cost $199.77 Unrealized -14.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $28 Shares 339 Est. Cost $81.70 Unrealized +1.2%
NOW SERVICENOW INC 0.0%
Value ($000) $28 Shares 60 Est. Cost $90.05 Unrealized -3.3%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $28 Shares 1,178 Est. Cost $23.49 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $28 Shares 500 Est. Cost $55.21 Unrealized
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $27 Shares 10,650 Est. Cost $3.58 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $27 Shares 498 Est. Cost $85.24 Unrealized -29.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $27 Shares 117 Est. Cost $210.38 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $39.22 Unrealized -36.8%
XPHTX PIONEER HIGH INCOME FUND INC 0.0%
Value ($000) $27 Shares 4,000 Est. Cost $6.50 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $26 Shares 82 Est. Cost $267.45 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $26 Shares 600 Est. Cost $48.82 Unrealized -14.7%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $26 Shares 67 Est. Cost $321.30 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $26 Shares 7,250 Est. Cost $3.63 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $25 Shares 420 Est. Cost $56.91 Unrealized +1.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $25 Shares 665 Est. Cost $39.37 Unrealized +2.8%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 70 Est. Cost $371.92 Unrealized -12.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $24 Shares 456 Est. Cost $53.87 Unrealized -10.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $24 Shares 1,611 Est. Cost $13.60 Unrealized +4.7%
EATON VANCE SR INCOME TR 0.0%
Value ($000) $24 Shares 4,500 Est. Cost $5.27 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 536 Est. Cost $41.61 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $23 Shares 200 Est. Cost $110.05 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $23 Shares 985 Est. Cost $22.95 Unrealized
IMMUNOGEN INC 0.0%
Value ($000) $23 Shares 6,000 Est. Cost $4.96 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $23 Shares 4,670 Est. Cost $5.07 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $10.94 Unrealized
AWRE AWARE INC MASS 0.0%
Value ($000) $22 Shares 13,200 Est. Cost $2.14 Unrealized -19.8%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 50 Est. Cost $381.67 Unrealized +11.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $22 Shares 120 Est. Cost $143.62 Unrealized +22.5%
CRM SALESFORCE INC 0.0%
Value ($000) $22 Shares 110 Est. Cost $167.53 Unrealized -0.4%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $22 Shares 500 Est. Cost $48.45 Unrealized -6.9%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $200.84 Unrealized -42.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $22 Shares 598 Est. Cost $35.03 Unrealized -7.2%
SPDR SER TR 0.0%
Value ($000) $21 Shares 253 Est. Cost $82.21 Unrealized
COHEN &STEERS SELECT PFD & 0.0%
Value ($000) $21 Shares 1,150 Est. Cost $18.72 Unrealized
UNILEVER PLC 0.0%
Value ($000) $21 Shares 400 Est. Cost $50.35 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $21 Shares 125 Est. Cost $156.07 Unrealized -3.3%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $20 Shares 1,750 Est. Cost $10.86 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $20 Shares 293 Est. Cost $60.82 Unrealized +15.4%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $20 Shares 445 Est. Cost $42.42 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $108.77 Unrealized +11.9%
IXC ISHARES TR 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.99 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $19 Shares 340 Est. Cost $43.71 Unrealized +9.8%
EEMV ISHARES INC 0.0%
Value ($000) $19 Shares 340 Est. Cost $53.05 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $18 Shares 1,006 Est. Cost $17.54 Unrealized +8.4%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $18 Shares 96 Est. Cost $182.98 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $18 Shares 650 Est. Cost $26.33 Unrealized -5.5%
ORCL ORACLE CORP 0.0%
Value ($000) $18 Shares 195 Est. Cost $70.16 Unrealized +20.9%
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $57.30 Unrealized -3.8%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $18 Shares 549 Est. Cost $30.40 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $18 Shares 925 Est. Cost $21.08 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $18 Shares 200 Est. Cost $75.24 Unrealized +12.7%
IDNA ISHARES TR 0.0%
Value ($000) $17 Shares 750 Est. Cost $25.17 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $17 Shares 181 Est. Cost $85.85 Unrealized -1.2%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $101.72 Unrealized -2.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $17 Shares 200 Est. Cost $69.26 Unrealized +13.9%
IGF ISHARES TR 0.0%
Value ($000) $17 Shares 350 Est. Cost $45.86 Unrealized
ORGO ORGANOGENESIS HLDGS INC 0.0%
Value ($000) $17 Shares 7,800 Est. Cost $4.52 Unrealized -45.3%
VTRS VIATRIS INC 0.0%
Value ($000) $17 Shares 1,721 Est. Cost $8.47 Unrealized +14.4%
SYK STRYKER CORPORATION 0.0%
Value ($000) $16 Shares 57 Est. Cost $203.02 Unrealized +27.0%
TEXTAINER GROUP HOLDINGS LTD 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.01 Unrealized
DEUS DBX ETF TR 0.0%
Value ($000) $16 Shares 362 Est. Cost $42.17 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $15 Shares 459 Est. Cost $32.96 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $15 Shares 216 Est. Cost $56.70 Unrealized +4.4%
AGG ISHARES TR 0.0%
Value ($000) $15 Shares 153 Est. Cost $98.53 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $15 Shares 1,950 Est. Cost $7.55 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $15 Shares 216 Est. Cost $62.59 Unrealized -3.1%
UDOW PROSHARES TR 0.0%
Value ($000) $15 Shares 263 Est. Cost $56.75 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $34.02 Unrealized +29.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $14 Shares 69 Est. Cost $228.80 Unrealized -17.1%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $14 Shares 125 Est. Cost $114.06 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $14 Shares 20 Est. Cost $453.90 Unrealized +46.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $14 Shares 360 Est. Cost $33.81 Unrealized -4.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $14 Shares 20 Est. Cost $546.40 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $13 Shares 69 Est. Cost $191.00 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $13 Shares 167 Est. Cost $63.64 Unrealized +4.9%
IWN ISHARES TR 0.0%
Value ($000) $13 Shares 95 Est. Cost $138.50 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $13 Shares 126 Est. Cost $87.87 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.28 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $6.33 Unrealized -4.2%
EOG EOG RES INC 0.0%
Value ($000) $12 Shares 105 Est. Cost $97.88 Unrealized +11.7%
GLOBAL X FDS 0.0%
Value ($000) $12 Shares 825 Est. Cost $14.54 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 375 Est. Cost $27.63 Unrealized +14.8%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $51.34 Unrealized -44.4%
EFV ISHARES TR 0.0%
Value ($000) $12 Shares 240 Est. Cost $45.88 Unrealized
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $11 Shares 1,152 Est. Cost $9.96 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.93 Unrealized
SABA CAPITAL INCOME &OPRNT 0.0%
Value ($000) $11 Shares 1,375 Est. Cost $7.61 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.42 Unrealized +6.5%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $62.04 Unrealized -36.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $11 Shares 22 Est. Cost $498.08 Unrealized -5.4%
STIP ISHARES TR 0.0%
Value ($000) $11 Shares 1,101 Est. Cost $96.97 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $11 Shares 300 Est. Cost $39.22 Unrealized -1.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $142.54 Unrealized -17.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $11 Shares 196 Est. Cost $48.68 Unrealized +5.4%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 4,984 Est. Cost $1.87 Unrealized -13.6%
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 99 Est. Cost $75.39 Unrealized +21.6%
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $10 Shares 40 Est. Cost $234.51 Unrealized -1.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $10 Shares 52 Est. Cost $151.63 Unrealized +6.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $10 Shares 256 Est. Cost $37.55 Unrealized +17.0%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 275 Est. Cost $32.65 Unrealized
OGN ORGANON &CO 0.0%
Value ($000) $10 Shares 406 Est. Cost $25.65 Unrealized -9.3%
SWBI SMITH &WESSON BRANDS INC 0.0%
Value ($000) $9 Shares 767 Est. Cost $13.18 Unrealized -18.8%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $9 Shares 70 Est. Cost $107.01 Unrealized +7.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $9 Shares 285 Est. Cost $34.85 Unrealized -8.6%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.41 Unrealized -1.0%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $9 Shares 121 Est. Cost $62.30 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $100.59 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 37 Est. Cost $196.18 Unrealized +16.2%
CE CELANESE CORP DEL 0.0%
Value ($000) $9 Shares 80 Est. Cost $103.96 Unrealized +6.3%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $76.55 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $9 Shares 50 Est. Cost $233.56 Unrealized -31.7%
BIIB BIOGEN INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $212.38 Unrealized +30.3%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $8 Shares 960 Est. Cost $8.56 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $8 Shares 74 Est. Cost $109.00 Unrealized -3.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $226.88 Unrealized +12.6%
CNX CNX RES CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.94 Unrealized -6.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $8 Shares 30 Est. Cost $306.47 Unrealized -14.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $108.51 Unrealized -12.1%
GCC WISDOMTREE TR 0.0%
Value ($000) $8 Shares 440 Est. Cost $18.22 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 44 Est. Cost $173.48 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8 Shares 165 Est. Cost $45.79 Unrealized
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $7 Shares 624 Est. Cost $19.04 Unrealized -34.6%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 260 Est. Cost $23.01 Unrealized +29.3%
TDAY GANNETT CO INC 0.0%
Value ($000) $7 Shares 3,906 Est. Cost $2.43 Unrealized -3.5%
WELL WELLTOWER INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.84 Unrealized -5.6%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 160 Est. Cost $41.71 Unrealized +3.9%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.56 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $7 Shares 11 Est. Cost $48.08 Unrealized +19.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.60 Unrealized +8.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 29 Est. Cost $248.07 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $7 Shares 165 Est. Cost $39.06 Unrealized -4.2%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $182.92 Unrealized -36.8%
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $7 Shares 77 Est. Cost $82.80 Unrealized -2.6%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $7 Shares 375 Est. Cost $18.33 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $7 Shares 218 Est. Cost $31.80 Unrealized +8.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $7 Shares 149 Est. Cost $45.52 Unrealized +15.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 635 Est. Cost $9.69 Unrealized +6.9%
GDX VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 195 Est. Cost $28.66 Unrealized
BROOKLINE BANCORP INC DEL 0.0%
Value ($000) $6 Shares 600 Est. Cost $13.54 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.69 Unrealized -2.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 421 Est. Cost $10.40 Unrealized +36.4%
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.93 Unrealized
WMT WALMART INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $42.00 Unrealized +9.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $6 Shares 230 Est. Cost $33.27 Unrealized -19.6%
RGR STURM RUGER &CO INC 0.0%
Value ($000) $6 Shares 103 Est. Cost $57.77 Unrealized -3.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 160 Est. Cost $35.44 Unrealized +3.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $6 Shares 37 Est. Cost $128.86 Unrealized +5.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.29 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.89 Unrealized +26.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 39 Est. Cost $123.15 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.80 Unrealized +4.6%
ZS ZSCALER INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $161.83 Unrealized -25.9%
IGOV ISHARES TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $39.15 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $6 Shares 50 Est. Cost $114.59 Unrealized +3.1%
ROST ROSS STORES INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $81.75 Unrealized +33.1%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $69.56 Unrealized -21.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $5 Shares 25 Est. Cost $232.01 Unrealized -8.6%
OKTA OKTA INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $86.03 Unrealized -11.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $48.03 Unrealized +25.7%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 65 Est. Cost $72.45 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $5 Shares 123 Est. Cost $34.38 Unrealized +4.3%
SNAP SNAP INC 0.0%
Value ($000) $5 Shares 435 Est. Cost $11.64 Unrealized -9.7%
COHEN &STEERS QUALITY INCOM 0.0%
Value ($000) $5 Shares 408 Est. Cost $11.50 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.20 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $4 Shares 94 Est. Cost $44.82 Unrealized +7.4%
DSI ISHARES TR 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.86 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $4 Shares 55 Est. Cost $71.76 Unrealized +10.1%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $21.98 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.94 Unrealized +15.2%
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $92.04 Unrealized
BALL BALL CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $58.57 Unrealized -8.9%
SPAB SPDR SER TR 0.0%
Value ($000) $4 Shares 157 Est. Cost $25.13 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.80 Unrealized
VMAR VISION MARINE TECHNOLOGIES I 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $319494.38 Unrealized -29.4%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.17 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $4 Shares 17 Est. Cost $225.24 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 450 Est. Cost $8.18 Unrealized -4.3%
ARKF ARK ETF TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.27 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $4 Shares 338 Est. Cost $11.37 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $4 Shares 72 Est. Cost $49.67 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $4 Shares 110 Est. Cost $30.66 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $46.92 Unrealized +19.8%
NEO NEOGENOMICS INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.93 Unrealized +43.4%
W WAYFAIR INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $52.85 Unrealized -16.2%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $70.80 Unrealized +5.7%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $45.65 Unrealized
HST HOST HOTELS &RESORTS INC 0.0%
Value ($000) $3 Shares 195 Est. Cost $14.48 Unrealized +0.4%
HPQ HP INC 0.0%
Value ($000) $3 Shares 109 Est. Cost $27.00 Unrealized -4.7%
IUSV ISHARES TR 0.0%
Value ($000) $3 Shares 43 Est. Cost $70.63 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $3 Shares 160 Est. Cost $19.85 Unrealized
TRITON INTL LTD 0.0%
Value ($000) $3 Shares 50 Est. Cost $68.78 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $3 Shares 50 Est. Cost $75.45 Unrealized -14.6%
CGCP CAPITAL GROUP FIXED INCOME E 0.0%
Value ($000) $3 Shares 133 Est. Cost $22.28 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.20 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.23 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $3 Shares 44 Est. Cost $42.96 Unrealized +45.5%
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 16 Est. Cost $174.38 Unrealized
EGRX EAGLE PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.69 Unrealized -19.1%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $3 Shares 98 Est. Cost $26.97 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $84.74 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.60 Unrealized +0.8%
CHAMPIONX CORPORATION 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.99 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 90 Est. Cost $29.08 Unrealized +1.2%
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 114 Est. Cost $22.72 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 39 Est. Cost $70.74 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $106.48 Unrealized +14.9%
WAB WABTEC 0.0%
Value ($000) $3 Shares 25 Est. Cost $87.80 Unrealized +14.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.15 Unrealized -4.4%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.49 Unrealized +12.7%
BIOVIE INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.77 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 57 Est. Cost $44.87 Unrealized +3.7%
NVCR NOVOCURE LTD 0.0%
Value ($000) $2 Shares 40 Est. Cost $78.00 Unrealized +2.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2 Shares 26 Est. Cost $103.89 Unrealized -11.8%
VVX V2X INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $34.74 Unrealized +23.0%
ESML ISHARES TR 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.89 Unrealized
JD JD.COM INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $55.23 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $2 Shares 17 Est. Cost $135.76 Unrealized +9.3%
ARKQ ARK ETF TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.33 Unrealized
IMPM IMPAC MTG HLDGS INC 0.0%
Value ($000) $2 Shares 6,500 Est. Cost $0.47 Unrealized -26.4%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.51 Unrealized
KTOS KRATOS DEFENSE &SEC SOLUTIO 0.0%
Value ($000) $2 Shares 165 Est. Cost $13.39 Unrealized -11.0%
DMXF ISHARES TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.27 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.23 Unrealized +55.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.38 Unrealized +26.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $114.32 Unrealized +1.7%
KIE SPDR SER TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $40.60 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.95 Unrealized -4.5%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.07 Unrealized
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.81 Unrealized +12.6%
CEF SPROTT PHYSICAL GOLD &SILVE 0.0%
Value ($000) $2 Shares 104 Est. Cost $17.93 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $65.74 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2 Shares 65 Est. Cost $29.84 Unrealized +5.4%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $2 Shares 40 Est. Cost $46.72 Unrealized +14.8%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.64 Unrealized -39.0%
PERFICIENT INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.84 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 12 Est. Cost $152.05 Unrealized -2.7%
SSYS STRATASYS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.80 Unrealized -20.8%
WB WEIBO CORP 0.0%
Value ($000) $2 Shares 82 Est. Cost $19.06 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 47 Est. Cost $32.32 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $2 Shares 162 Est. Cost $8.50 Unrealized +18.2%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $27.53 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $2 Shares 53 Est. Cost $25.91 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $33.71 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 22 Est. Cost $67.05 Unrealized
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $2 Shares 46 Est. Cost $29.58 Unrealized +8.5%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.96 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.07 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $1 Shares 58 Est. Cost $22.29 Unrealized
SDGR SCHRODINGER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.39 Unrealized -19.2%
EXSCIENTIA PLC 0.0%
Value ($000) $1 Shares 245 Est. Cost $5.33 Unrealized
SGU STAR GROUP L P 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.37 Unrealized +32.1%
GABELLI DIVID &INCOME TR 0.0%
Value ($000) $1 Shares 56 Est. Cost $20.44 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.46 Unrealized -8.1%
ARCONIC CORPORATION 0.0%
Value ($000) $1 Shares 42 Est. Cost $21.16 Unrealized
HARBORONE BANCORP INC NEW 0.0%
Value ($000) $1 Shares 5,089 Est. Cost $0.45 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $1 Shares 175 Est. Cost $7.59 Unrealized +6.1%
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $1 Shares 260 Est. Cost $3.90 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.30 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.60 Unrealized
VIZSLA SILVER CORP 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.15 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 515 Est. Cost $2.29 Unrealized
SLDP SOLID POWER INC 0.0%
Value ($000) $1 Shares 285 Est. Cost $6.32 Unrealized -52.2%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.66 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $357.27 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.11 Unrealized +27.9%
STT STATE STR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.70 Unrealized +25.5%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.24 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $1 Shares 75 Est. Cost $32.61 Unrealized -73.4%
RHEP REGIONAL HEALTH PPTYS INC 0.0%
Value ($000) $1 Shares 209 Est. Cost $3.48 Unrealized +1.6%
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 140 Est. Cost $3.29 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $152.19 Unrealized +13.0%
2SEVENTY BIO INC 0.0%
Value ($000) $1 Shares 66 Est. Cost $9.36 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 165 Est. Cost $2.66 Unrealized +35.1%
BLUEBIRD BIO INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.92 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $44.23 Unrealized +0.1%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $3.48 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.25 Unrealized
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $0 Shares 300 Est. Cost $6.87 Unrealized -24.8%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $53.23 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.11 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 15 Est. Cost $23.47 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.05 Unrealized +8.0%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.21 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $146.61 Unrealized 0.0%
RNG RINGCENTRAL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.76 Unrealized 0.0%
APPHARVEST INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.57 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.82 Unrealized -5.3%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.39 Unrealized +1.4%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.16 Unrealized -3.1%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized -38.9%
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $4.00 Unrealized +74.3%
CGNX COGNEX CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.50 Unrealized 0.0%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.54 Unrealized
AEROJET ROCKETDYNE HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.00 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.42 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.16 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.25 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.53 Unrealized 0.0%
MEOH METHANEX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.25 Unrealized +29.6%
OUSTER INC 0.0%
Value ($000) $0 Shares 123 Est. Cost $0.84 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.00 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.20 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $4.65 Unrealized
MINIM INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.19 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.89 Unrealized 0.0%
GEG GREAT ELM GROUP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $2.07 Unrealized +7.2%
AVENUE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $1.13 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized