BARRETT & COMPANY, INC. Diversified Active

CIK: 0000887602 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: May 23, 2023

Total Value ($000): $151,392 (100.0% shares, 0.0% debt)

Holdings (590)

USMV ISHARES TR 6.0%
Value ($000) $9,058 Shares 125,629 Est. Cost $72.10 Unrealized
VTI VANGUARD INDEX FDS 4.5%
Value ($000) $6,750 Shares 35,305 Est. Cost $191.19 Unrealized
IVW ISHARES TR 4.1%
Value ($000) $6,269 Shares 107,158 Est. Cost $58.50 Unrealized
ILCV ISHARES TR 3.9%
Value ($000) $5,861 Shares 92,691 Est. Cost $63.23 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $4,560 Shares 11,867 Est. Cost $384.22 Unrealized
XT ISHARES TR 2.7%
Value ($000) $4,027 Shares 85,062 Est. Cost $47.34 Unrealized
SLYG SPDR SER TR 2.5%
Value ($000) $3,854 Shares 53,355 Est. Cost $72.24 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $3,664 Shares 28,197 Est. Cost $154.28 Unrealized -8.8%
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $3,624 Shares 25,818 Est. Cost $140.37 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.4%
Value ($000) $3,598 Shares 8,126 Est. Cost $442.78 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 2.3%
Value ($000) $3,461 Shares 86,726 Est. Cost $39.91 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $3,308 Shares 65,985 Est. Cost $50.14 Unrealized
MTB M &T BK CORP 2.0%
Value ($000) $3,048 Shares 21,012 Est. Cost $158.03 Unrealized -6.5%
NEWT NEWTEK BUSINESS SVCS CORP 2.0%
Value ($000) $2,976 Shares 183,151 Est. Cost $20.41 Unrealized -18.6%
VUG VANGUARD INDEX FDS 1.9%
Value ($000) $2,926 Shares 13,730 Est. Cost $213.11 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.9%
Value ($000) $2,864 Shares 38,219 Est. Cost $74.95 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.7%
Value ($000) $2,592 Shares 61,748 Est. Cost $41.97 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $2,487 Shares 29,607 Est. Cost $126.40 Unrealized -21.8%
MSFT MICROSOFT CORP 1.6%
Value ($000) $2,426 Shares 10,117 Est. Cost $256.88 Unrealized -8.9%
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $1,841 Shares 12,595 Est. Cost $15.79 Unrealized -7.2%
GOOGL ALPHABET INC 1.2%
Value ($000) $1,742 Shares 19,717 Est. Cost $110.06 Unrealized -14.3%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $1,725 Shares 4,511 Est. Cost $382.43 Unrealized
JNJ JOHNSON &JOHNSON 1.1%
Value ($000) $1,625 Shares 9,200 Est. Cost $152.90 Unrealized +2.7%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,605 Shares 14,547 Est. Cost $81.36 Unrealized +18.3%
IWD ISHARES TR 0.9%
Value ($000) $1,361 Shares 8,978 Est. Cost $151.65 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,292 Shares 2,824 Est. Cost $130.59 Unrealized -0.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,244 Shares 26,229 Est. Cost $47.41 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,188 Shares 27,050 Est. Cost $43.92 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $1,180 Shares 6,432 Est. Cost $183.53 Unrealized
ISHARES TR 0.7%
Value ($000) $1,109 Shares 45,586 Est. Cost $24.32 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,097 Shares 6,113 Est. Cost $132.81 Unrealized +15.4%
MET METLIFE INC 0.7%
Value ($000) $1,064 Shares 14,704 Est. Cost $57.65 Unrealized +12.9%
CVS CVS HEALTH CORP 0.7%
Value ($000) $1,028 Shares 11,034 Est. Cost $87.64 Unrealized -1.9%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,018 Shares 6,707 Est. Cost $151.84 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $988 Shares 13,726 Est. Cost $62.30 Unrealized +4.7%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $969 Shares 6,858 Est. Cost $141.26 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $950 Shares 45,919 Est. Cost $20.69 Unrealized
BA BOEING CO 0.6%
Value ($000) $932 Shares 4,892 Est. Cost $153.37 Unrealized +6.6%
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $867 Shares 11,520 Est. Cost $75.28 Unrealized
TXT TEXTRON INC 0.6%
Value ($000) $856 Shares 12,096 Est. Cost $63.20 Unrealized +7.1%
ISHARES TR 0.6%
Value ($000) $845 Shares 34,588 Est. Cost $24.42 Unrealized
ISHARES TR 0.6%
Value ($000) $843 Shares 33,674 Est. Cost $25.03 Unrealized
JPM JPMORGAN CHASE &CO 0.5%
Value ($000) $822 Shares 6,131 Est. Cost $105.62 Unrealized +11.4%
PFE PFIZER INC 0.5%
Value ($000) $799 Shares 15,596 Est. Cost $40.41 Unrealized -0.5%
SHY ISHARES TR 0.5%
Value ($000) $767 Shares 9,450 Est. Cost $81.17 Unrealized
MRK MERCK &CO INC 0.5%
Value ($000) $762 Shares 6,864 Est. Cost $80.41 Unrealized +15.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $743 Shares 788 Est. Cost $284.56 Unrealized +4.4%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $708 Shares 1,455 Est. Cost $380.78 Unrealized +12.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $697 Shares 13,633 Est. Cost $51.09 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $689 Shares 17,679 Est. Cost $38.98 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $661 Shares 6,880 Est. Cost $77.62 Unrealized +8.9%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $659 Shares 8,765 Est. Cost $75.19 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $647 Shares 6,835 Est. Cost $94.63 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $628 Shares 14,024 Est. Cost $44.81 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $584 Shares 1,661 Est. Cost $351.33 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $566 Shares 18,547 Est. Cost $30.53 Unrealized
NKE NIKE INC 0.4%
Value ($000) $563 Shares 4,811 Est. Cost $101.57 Unrealized -6.2%
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $562 Shares 14,267 Est. Cost $34.72 Unrealized +4.0%
CALF PACER FDS TR 0.4%
Value ($000) $541 Shares 15,059 Est. Cost $35.95 Unrealized
DVYE ISHARES INC 0.4%
Value ($000) $540 Shares 223,755 Est. Cost $2.41 Unrealized
ORI OLD REP INTL CORP 0.4%
Value ($000) $535 Shares 22,133 Est. Cost $17.40 Unrealized +8.3%
DFAU DIMENSIONAL ETF TRUST 0.4%
Value ($000) $534 Shares 19,770 Est. Cost $27.02 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $502 Shares 3,295 Est. Cost $139.99 Unrealized -3.7%
IBTE ISHARES TR 0.3%
Value ($000) $493 Shares 20,663 Est. Cost $23.85 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $487 Shares 7,900 Est. Cost $61.64 Unrealized
XYL XYLEM INC 0.3%
Value ($000) $483 Shares 4,367 Est. Cost $87.27 Unrealized +15.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $482 Shares 2,249 Est. Cost $162.15 Unrealized +10.2%
PSEC PROSPECT CAP CORP 0.3%
Value ($000) $476 Shares 68,104 Est. Cost $4.69 Unrealized -1.3%
IJS ISHARES TR 0.3%
Value ($000) $459 Shares 5,024 Est. Cost $91.32 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $458 Shares 6,377 Est. Cost $71.84 Unrealized
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $455 Shares 6,122 Est. Cost $74.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $432 Shares 815 Est. Cost $495.09 Unrealized +1.1%
MINT PIMCO ETF TR 0.3%
Value ($000) $418 Shares 4,241 Est. Cost $98.64 Unrealized
ISHARES TR 0.3%
Value ($000) $412 Shares 17,687 Est. Cost $23.28 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $406 Shares 2,800 Est. Cost $145.09 Unrealized
LLY LILLY ELI &CO 0.3%
Value ($000) $405 Shares 1,107 Est. Cost $308.08 Unrealized +12.2%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $392 Shares 7,571 Est. Cost $51.79 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $387 Shares 2,393 Est. Cost $127.12 Unrealized +7.9%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $385 Shares 4,667 Est. Cost $82.48 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $382 Shares 8,014 Est. Cost $40.05 Unrealized +3.5%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $353 Shares 2,504 Est. Cost $115.64 Unrealized +6.4%
META META PLATFORMS INC 0.2%
Value ($000) $347 Shares 2,880 Est. Cost $160.96 Unrealized -27.6%
DIS DISNEY WALT CO 0.2%
Value ($000) $342 Shares 3,934 Est. Cost $104.56 Unrealized -10.6%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $334 Shares 7,037 Est. Cost $47.43 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $329 Shares 1,653 Est. Cost $182.38 Unrealized +3.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $325 Shares 8,238 Est. Cost $35.76 Unrealized -14.0%
HYG ISHARES TR 0.2%
Value ($000) $318 Shares 4,318 Est. Cost $73.64 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $318 Shares 3,693 Est. Cost $88.18 Unrealized +24.1%
DVY ISHARES TR 0.2%
Value ($000) $317 Shares 2,626 Est. Cost $120.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $316 Shares 2,918 Est. Cost $108.21 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $309 Shares 1,966 Est. Cost $157.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $302 Shares 1,449 Est. Cost $214.55 Unrealized -1.6%
HDV ISHARES TR 0.2%
Value ($000) $299 Shares 2,869 Est. Cost $104.25 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $295 Shares 1,922 Est. Cost $149.93 Unrealized +3.9%
DFAI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $294 Shares 11,726 Est. Cost $25.04 Unrealized
GSK GSK PLC 0.2%
Value ($000) $289 Shares 8,228 Est. Cost $35.14 Unrealized
OLN OLIN CORP 0.2%
Value ($000) $277 Shares 5,223 Est. Cost $47.14 Unrealized +5.1%
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $273 Shares 5,988 Est. Cost $45.52 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $252 Shares 1,486 Est. Cost $169.64 Unrealized
MASI MASIMO CORP 0.2%
Value ($000) $252 Shares 1,700 Est. Cost $146.09 Unrealized -5.8%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $251 Shares 7,405 Est. Cost $30.32 Unrealized -4.6%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $249 Shares 2,808 Est. Cost $88.78 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $248 Shares 3,194 Est. Cost $77.51 Unrealized
COHEN &STEERS LTD DURATION 0.2%
Value ($000) $236 Shares 12,385 Est. Cost $19.02 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $234 Shares 889 Est. Cost $217.87 Unrealized +11.4%
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $233 Shares 11,687 Est. Cost $19.94 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $220 Shares 5,956 Est. Cost $36.93 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $210 Shares 11,401 Est. Cost $18.45 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $210 Shares 6,138 Est. Cost $34.20 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $209 Shares 2,468 Est. Cost $84.78 Unrealized
IBTG ISHARES TR 0.1%
Value ($000) $208 Shares 9,174 Est. Cost $22.71 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $208 Shares 15,657 Est. Cost $13.26 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $207 Shares 595 Est. Cost $325.17 Unrealized -0.5%
IDV ISHARES TR 0.1%
Value ($000) $205 Shares 7,544 Est. Cost $27.16 Unrealized
ISCV ISHARES TR 0.1%
Value ($000) $201 Shares 3,853 Est. Cost $52.06 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $196 Shares 1,084 Est. Cost $154.42 Unrealized +4.2%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $195 Shares 1,250 Est. Cost $155.93 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $195 Shares 4,278 Est. Cost $38.69 Unrealized +1.5%
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $195 Shares 1,597 Est. Cost $152.87 Unrealized -20.4%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $184 Shares 3,675 Est. Cost $50.13 Unrealized
ISHARES TR 0.1%
Value ($000) $183 Shares 7,558 Est. Cost $24.26 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $182 Shares 3,095 Est. Cost $58.66 Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $179 Shares 6,498 Est. Cost $25.79 Unrealized +1.0%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $177 Shares 2,000 Est. Cost $86.27 Unrealized -8.5%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $174 Shares 2,081 Est. Cost $43.21 Unrealized +11.9%
ABT ABBOTT LABS 0.1%
Value ($000) $173 Shares 1,575 Est. Cost $100.02 Unrealized -2.4%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $164 Shares 2,494 Est. Cost $68.03 Unrealized -6.4%
T AT&T INC 0.1%
Value ($000) $160 Shares 8,696 Est. Cost $15.08 Unrealized +0.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $158 Shares 1,534 Est. Cost $94.02 Unrealized -9.8%
ICOW PACER FDS TR 0.1%
Value ($000) $158 Shares 5,788 Est. Cost $27.25 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $155 Shares 1,050 Est. Cost $148.06 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $150 Shares 1,194 Est. Cost $114.90 Unrealized -0.4%
FRANKLIN LTD DURATION INCOME 0.1%
Value ($000) $150 Shares 24,150 Est. Cost $6.21 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $148 Shares 960 Est. Cost $154.13 Unrealized
EATON VANCE LTD DURATION INC 0.1%
Value ($000) $144 Shares 15,308 Est. Cost $9.39 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $139 Shares 1,022 Est. Cost $135.66 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $138 Shares 2,171 Est. Cost $56.05 Unrealized -2.0%
DGRO ISHARES TR 0.1%
Value ($000) $135 Shares 2,700 Est. Cost $50.00 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $134 Shares 2,900 Est. Cost $46.25 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $133 Shares 711 Est. Cost $186.39 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $130 Shares 1,132 Est. Cost $115.17 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $128 Shares 1,202 Est. Cost $106.44 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $126 Shares 1,919 Est. Cost $65.65 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $126 Shares 366 Est. Cost $297.04 Unrealized +8.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $126 Shares 1,500 Est. Cost $67.78 Unrealized +7.6%
HD HOME DEPOT INC 0.1%
Value ($000) $125 Shares 394 Est. Cost $270.67 Unrealized +3.9%
IUSG ISHARES TR 0.1%
Value ($000) $124 Shares 1,526 Est. Cost $81.50 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $123 Shares 824 Est. Cost $142.93 Unrealized -1.4%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $116 Shares 2,857 Est. Cost $31.47 Unrealized +3.3%
IEMG ISHARES INC 0.1%
Value ($000) $116 Shares 2,486 Est. Cost $46.70 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $116 Shares 440 Est. Cost $236.27 Unrealized +3.8%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $116 Shares 1,388 Est. Cost $66.19 Unrealized +12.1%
IJH ISHARES TR 0.1%
Value ($000) $115 Shares 477 Est. Cost $241.89 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $115 Shares 10,900 Est. Cost $10.51 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $114 Shares 9,783 Est. Cost $10.86 Unrealized -7.3%
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $113 Shares 2,406 Est. Cost $39.77 Unrealized -4.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $113 Shares 1,649 Est. Cost $22.25 Unrealized +12.4%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $109 Shares 4,189 Est. Cost $26.05 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $108 Shares 9,071 Est. Cost $11.87 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $107 Shares 1,101 Est. Cost $96.97 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $106 Shares 1,212 Est. Cost $89.83 Unrealized -5.9%
BLACKROCK INNOVATION AND GRW 0.1%
Value ($000) $104 Shares 15,344 Est. Cost $6.81 Unrealized
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $104 Shares 1,580 Est. Cost $66.98 Unrealized -4.3%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $104 Shares 675 Est. Cost $153.36 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $101 Shares 962 Est. Cost $83.84 Unrealized +4.5%
NGG NATIONAL GRID PLC 0.1%
Value ($000) $101 Shares 1,673 Est. Cost $60.32 Unrealized
V VISA INC 0.1%
Value ($000) $100 Shares 481 Est. Cost $198.34 Unrealized -0.7%
IYR ISHARES TR 0.1%
Value ($000) $98 Shares 1,160 Est. Cost $84.19 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $97 Shares 715 Est. Cost $122.28 Unrealized +4.5%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $96 Shares 7,389 Est. Cost $15.95 Unrealized -25.8%
AFL AFLAC INC 0.1%
Value ($000) $95 Shares 1,322 Est. Cost $54.56 Unrealized +14.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $94 Shares 379 Est. Cost $210.86 Unrealized +8.5%
INTC INTEL CORP 0.1%
Value ($000) $94 Shares 3,548 Est. Cost $32.31 Unrealized -17.5%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $92 Shares 3,683 Est. Cost $21.59 Unrealized -6.8%
SJM SMUCKER J M CO 0.1%
Value ($000) $92 Shares 581 Est. Cost $121.23 Unrealized +10.1%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $91 Shares 610 Est. Cost $125.44 Unrealized +11.4%
ETN EATON CORP PLC 0.1%
Value ($000) $89 Shares 568 Est. Cost $133.40 Unrealized +10.2%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $89 Shares 10,345 Est. Cost $8.60 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $89 Shares 3,723 Est. Cost $23.88 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $88 Shares 11,041 Est. Cost $8.00 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $87 Shares 397 Est. Cost $181.67 Unrealized +8.7%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $87 Shares 534 Est. Cost $163.57 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $86 Shares 926 Est. Cost $100.28 Unrealized -7.2%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $86 Shares 7,638 Est. Cost $11.25 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $85 Shares 1,143 Est. Cost $87.28 Unrealized -9.9%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $84 Shares 6,249 Est. Cost $13.42 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $84 Shares 315 Est. Cost $240.69 Unrealized -5.2%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $83 Shares 949 Est. Cost $87.46 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $82 Shares 968 Est. Cost $84.56 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $81 Shares 3,483 Est. Cost $23.35 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $80 Shares 475 Est. Cost $169.24 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $78 Shares 1,697 Est. Cost $33.06 Unrealized +6.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $77 Shares 380 Est. Cost $203.56 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $77 Shares 588 Est. Cost $131.35 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $76 Shares 696 Est. Cost $127.05 Unrealized -14.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $76 Shares 611 Est. Cost $124.44 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $75 Shares 480 Est. Cost $155.77 Unrealized
MMM 3M CO 0.0%
Value ($000) $74 Shares 618 Est. Cost $96.43 Unrealized -6.0%
LQD ISHARES TR 0.0%
Value ($000) $74 Shares 702 Est. Cost $105.49 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $73 Shares 1,150 Est. Cost $63.59 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $73 Shares 434 Est. Cost $170.51 Unrealized -11.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $72 Shares 620 Est. Cost $112.11 Unrealized -4.9%
IXUS ISHARES TR 0.0%
Value ($000) $70 Shares 1,218 Est. Cost $57.86 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $70 Shares 705 Est. Cost $78.36 Unrealized +11.7%
FDX FEDEX CORP 0.0%
Value ($000) $70 Shares 401 Est. Cost $195.77 Unrealized -20.8%
CPRT COPART INC 0.0%
Value ($000) $69 Shares 1,140 Est. Cost $29.77 Unrealized +0.6%
UNP UNION PAC CORP 0.0%
Value ($000) $69 Shares 335 Est. Cost $204.23 Unrealized -6.9%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $68 Shares 289 Est. Cost $301.94 Unrealized -22.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $68 Shares 500 Est. Cost $135.34 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $68 Shares 282 Est. Cost $172.21 Unrealized +20.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $67 Shares 453 Est. Cost $147.72 Unrealized +1.0%
TSLA TESLA INC 0.0%
Value ($000) $67 Shares 546 Est. Cost $279.27 Unrealized -32.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $67 Shares 20,226 Est. Cost $30.59 Unrealized +3.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 489 Est. Cost $135.90 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 512 Est. Cost $129.18 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $66 Shares 2,109 Est. Cost $31.24 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $61 Shares 2,722 Est. Cost $22.39 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $59 Shares 1,041 Est. Cost $56.95 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $58 Shares 1,496 Est. Cost $39.01 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $56 Shares 600 Est. Cost $90.74 Unrealized -8.8%
IBTH ISHARES TR 0.0%
Value ($000) $56 Shares 2,500 Est. Cost $22.25 Unrealized
BP BP PLC 0.0%
Value ($000) $56 Shares 1,591 Est. Cost $34.93 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $56 Shares 40 Est. Cost $31.00 Unrealized -3.6%
MKL MARKEL CORP 0.0%
Value ($000) $55 Shares 42 Est. Cost $1220.12 Unrealized +1.4%
WPC WP CAREY INC 0.0%
Value ($000) $55 Shares 702 Est. Cost $78.15 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $54 Shares 6,000 Est. Cost $9.06 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $54 Shares 1,331 Est. Cost $40.51 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $54 Shares 3,800 Est. Cost $14.15 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $53 Shares 465 Est. Cost $114.97 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 305 Est. Cost $160.05 Unrealized +6.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $50 Shares 596 Est. Cost $77.12 Unrealized -4.3%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $50 Shares 1,855 Est. Cost $26.77 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $49 Shares 106 Est. Cost $440.45 Unrealized +1.9%
IDXX IDEXX LABS INC 0.0%
Value ($000) $49 Shares 120 Est. Cost $367.34 Unrealized +5.7%
IWR ISHARES TR 0.0%
Value ($000) $49 Shares 722 Est. Cost $67.45 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $47 Shares 2,500 Est. Cost $18.67 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $44 Shares 1,900 Est. Cost $23.37 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $44 Shares 460 Est. Cost $95.78 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $44.05 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $43 Shares 140 Est. Cost $337.49 Unrealized -6.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $43 Shares 275 Est. Cost $156.51 Unrealized -2.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $43 Shares 1,380 Est. Cost $30.12 Unrealized -8.5%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 320 Est. Cost $132.86 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $42 Shares 564 Est. Cost $74.55 Unrealized
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $41 Shares 4,000 Est. Cost $10.19 Unrealized
IBTI ISHARES TR 0.0%
Value ($000) $41 Shares 1,850 Est. Cost $21.94 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $41 Shares 530 Est. Cost $75.73 Unrealized -2.4%
OEF ISHARES TR 0.0%
Value ($000) $40 Shares 237 Est. Cost $170.57 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 224 Est. Cost $179.76 Unrealized
BLACKROCK INC 0.0%
Value ($000) $40 Shares 56 Est. Cost $713.59 Unrealized
BLACKROCK ETF TRUST 0.0%
Value ($000) $39 Shares 1,600 Est. Cost $24.33 Unrealized
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $39 Shares 930 Est. Cost $40.25 Unrealized -4.1%
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $38 Shares 10,650 Est. Cost $3.58 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $39.22 Unrealized -16.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $37 Shares 396 Est. Cost $87.12 Unrealized -7.1%
ITT ITT INC 0.0%
Value ($000) $36 Shares 449 Est. Cost $72.91 Unrealized +6.2%
NUVEEN SR INCOME FD 0.0%
Value ($000) $36 Shares 7,750 Est. Cost $4.59 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $35 Shares 342 Est. Cost $102.81 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $34.59 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $35 Shares 236 Est. Cost $161.45 Unrealized -11.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $34 Shares 495 Est. Cost $85.24 Unrealized -23.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $33 Shares 330 Est. Cost $80.94 Unrealized +0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $33 Shares 60 Est. Cost $554.13 Unrealized -5.3%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $33 Shares 619 Est. Cost $64.52 Unrealized -25.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $33 Shares 457 Est. Cost $88.47 Unrealized -9.7%
NFLX NETFLIX INC 0.0%
Value ($000) $33 Shares 110 Est. Cost $22.21 Unrealized +26.3%
CSX CSX CORP 0.0%
Value ($000) $32 Shares 1,044 Est. Cost $29.60 Unrealized -2.9%
PBI PITNEY BOWES INC 0.0%
Value ($000) $32 Shares 8,500 Est. Cost $3.21 Unrealized +5.0%
DE DEERE &CO 0.0%
Value ($000) $32 Shares 75 Est. Cost $326.53 Unrealized +19.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $31 Shares 117 Est. Cost $214.77 Unrealized +13.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $30 Shares 70 Est. Cost $398.33 Unrealized +1.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $30 Shares 868 Est. Cost $33.68 Unrealized -10.7%
NUVEEN REAL ASSET INCOME &G 0.0%
Value ($000) $30 Shares 2,575 Est. Cost $11.70 Unrealized
IMMUNOGEN INC 0.0%
Value ($000) $30 Shares 6,000 Est. Cost $4.96 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $29 Shares 755 Est. Cost $38.07 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $28 Shares 3,250 Est. Cost $8.68 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $28 Shares 1,950 Est. Cost $14.43 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $28 Shares 478 Est. Cost $56.17 Unrealized +8.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $27 Shares 665 Est. Cost $39.37 Unrealized +3.7%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $27 Shares 420 Est. Cost $68.05 Unrealized -13.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $27 Shares 273 Est. Cost $81.47 Unrealized +6.4%
DOW DOW INC 0.0%
Value ($000) $27 Shares 539 Est. Cost $41.46 Unrealized -2.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $27 Shares 100 Est. Cost $274.70 Unrealized -3.9%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $26 Shares 7,250 Est. Cost $3.63 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC 0.0%
Value ($000) $26 Shares 4,000 Est. Cost $6.50 Unrealized
INTU INTUIT 0.0%
Value ($000) $25 Shares 65 Est. Cost $422.65 Unrealized -8.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $25 Shares 75 Est. Cost $378.38 Unrealized -15.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $25 Shares 456 Est. Cost $53.87 Unrealized -10.8%
VEEV VEEVA SYS INC 0.0%
Value ($000) $25 Shares 155 Est. Cost $199.77 Unrealized -14.5%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $25 Shares 500 Est. Cost $39.81 Unrealized +29.4%
ISHARES TR 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.70 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $25 Shares 117 Est. Cost $210.38 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.45 Unrealized -6.6%
EATON VANCE SR INCOME TR 0.0%
Value ($000) $24 Shares 4,500 Est. Cost $5.27 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $24 Shares 4,670 Est. Cost $5.07 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $23 Shares 60 Est. Cost $90.05 Unrealized -13.2%
AWRE AWARE INC MASS 0.0%
Value ($000) $23 Shares 13,200 Est. Cost $2.14 Unrealized -17.3%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 70 Est. Cost $371.92 Unrealized -12.2%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $22 Shares 536 Est. Cost $41.61 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $22 Shares 600 Est. Cost $48.82 Unrealized -17.5%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $22 Shares 293 Est. Cost $60.82 Unrealized +11.3%
XAR SPDR SER TR 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.05 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $22 Shares 82 Est. Cost $267.45 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $10.94 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $22 Shares 900 Est. Cost $24.29 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $22 Shares 135 Est. Cost $171.96 Unrealized -7.0%
COHEN &STEERS SELECT PFD & 0.0%
Value ($000) $22 Shares 1,150 Est. Cost $18.72 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $22 Shares 67 Est. Cost $321.30 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $21 Shares 420 Est. Cost $56.91 Unrealized -5.5%
ORGO ORGANOGENESIS HLDGS INC 0.0%
Value ($000) $21 Shares 7,800 Est. Cost $4.52 Unrealized -35.4%
SPDR SER TR 0.0%
Value ($000) $21 Shares 253 Est. Cost $82.21 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $21 Shares 598 Est. Cost $35.03 Unrealized -14.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $20 Shares 120 Est. Cost $143.62 Unrealized +10.9%
UNILEVER PLC 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.35 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $381.67 Unrealized +2.0%
EQIX EQUINIX INC 0.0%
Value ($000) $20 Shares 30 Est. Cost $609.45 Unrealized -5.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $19 Shares 925 Est. Cost $21.08 Unrealized
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 +7.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $108.77 Unrealized +4.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $19 Shares 1,675 Est. Cost $15.89 Unrealized -12.4%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $19 Shares 1,750 Est. Cost $10.86 Unrealized
IDNA ISHARES TR 0.0%
Value ($000) $19 Shares 750 Est. Cost $25.17 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $19 Shares 445 Est. Cost $42.42 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $19 Shares 525 Est. Cost $69.82 Unrealized -24.5%
VTRS VIATRIS INC 0.0%
Value ($000) $19 Shares 1,663 Est. Cost $8.43 Unrealized +7.4%
ECL ECOLAB INC 0.0%
Value ($000) $18 Shares 125 Est. Cost $156.07 Unrealized -9.1%
EEMV ISHARES INC 0.0%
Value ($000) $18 Shares 340 Est. Cost $53.05 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 284 Est. Cost $57.30 Unrealized -8.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $18 Shares 1,006 Est. Cost $17.54 Unrealized -2.8%
CVV CVD EQUIP CORP 0.0%
Value ($000) $18 Shares 3,250 Est. Cost $4.98 Unrealized +12.2%
NI NISOURCE INC 0.0%
Value ($000) $18 Shares 650 Est. Cost $26.33 Unrealized -10.0%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $18 Shares 96 Est. Cost $182.98 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $17 Shares 179 Est. Cost $85.86 Unrealized -4.9%
MS MORGAN STANLEY 0.0%
Value ($000) $17 Shares 200 Est. Cost $75.24 Unrealized +2.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $17 Shares 549 Est. Cost $30.40 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $101.72 Unrealized -4.2%
IGF ISHARES TR 0.0%
Value ($000) $16 Shares 350 Est. Cost $45.86 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $16 Shares 195 Est. Cost $70.16 Unrealized +4.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $69.26 Unrealized +1.3%
TEXTAINER GROUP HOLDINGS LTD 0.0%
Value ($000) $16 Shares 500 Est. Cost $31.01 Unrealized
DEUS DBX ETF TR 0.0%
Value ($000) $15 Shares 362 Est. Cost $42.17 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $15 Shares 459 Est. Cost $32.96 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $15 Shares 150 Est. Cost $229.23 Unrealized -50.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $15 Shares 1,590 Est. Cost $13.59 Unrealized -16.9%
UDOW PROSHARES TR 0.0%
Value ($000) $15 Shares 262 Est. Cost $56.75 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $15 Shares 1,950 Est. Cost $7.55 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $15 Shares 69 Est. Cost $228.80 Unrealized -18.4%
CRM SALESFORCE INC 0.0%
Value ($000) $15 Shares 110 Est. Cost $167.53 Unrealized -13.9%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $14 Shares 125 Est. Cost $114.06 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $11.42 Unrealized +9.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $14 Shares 360 Est. Cost $33.81 Unrealized -5.8%
SYK STRYKER CORPORATION 0.0%
Value ($000) $14 Shares 57 Est. Cost $203.02 Unrealized +8.2%
EIX EDISON INTL 0.0%
Value ($000) $14 Shares 216 Est. Cost $56.70 Unrealized -6.2%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $51.34 Unrealized -10.9%
EOG EOG RES INC 0.0%
Value ($000) $13 Shares 103 Est. Cost $97.66 Unrealized +20.6%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $13 Shares 69 Est. Cost $191.00 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $13 Shares 585 Est. Cost $22.44 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $13 Shares 300 Est. Cost $39.22 Unrealized -6.4%
STE STERIS PLC 0.0%
Value ($000) $13 Shares 70 Est. Cost $197.22 Unrealized -13.3%
OGN ORGANON &CO 0.0%
Value ($000) $13 Shares 460 Est. Cost $25.65 Unrealized -14.4%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $13 Shares 167 Est. Cost $63.64 Unrealized -1.8%
ARCONIC CORPORATION 0.0%
Value ($000) $13 Shares 597 Est. Cost $21.16 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.28 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $12 Shares 20 Est. Cost $453.90 Unrealized +15.9%
NEW YORK MTG TR INC 0.0%
Value ($000) $12 Shares 4,611 Est. Cost $2.56 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $12 Shares 85 Est. Cost $138.67 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $76.55 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.93 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $11 Shares 126 Est. Cost $87.87 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $11 Shares 240 Est. Cost $45.88 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $11 Shares 20 Est. Cost $546.40 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $11 Shares 80 Est. Cost $142.54 Unrealized -20.3%
CWB SPDR SER TR 0.0%
Value ($000) $11 Shares 167 Est. Cost $64.34 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $11 Shares 25 Est. Cost $427.84 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $11 Shares 256 Est. Cost $37.55 Unrealized +13.4%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $62.04 Unrealized -23.4%
SABA CAPITAL INCOME &OPRNT 0.0%
Value ($000) $10 Shares 1,375 Est. Cost $7.61 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $34.02 Unrealized +0.4%
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 99 Est. Cost $75.39 Unrealized +21.2%
GLOBAL X FDS 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.55 Unrealized
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $10 Shares 40 Est. Cost $234.51 Unrealized -4.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $10 Shares 22 Est. Cost $498.08 Unrealized -5.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $10 Shares 98 Est. Cost $46.07 Unrealized +5.1%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 46 Est. Cost $257.42 Unrealized -22.2%
ISHARES TR 0.0%
Value ($000) $10 Shares 363 Est. Cost $26.53 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $10 Shares 285 Est. Cost $34.85 Unrealized -3.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 375 Est. Cost $27.63 Unrealized -1.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $6.33 Unrealized -21.6%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.65 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 37 Est. Cost $196.18 Unrealized +12.5%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $9 Shares 218 Est. Cost $31.80 Unrealized +6.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $9 Shares 52 Est. Cost $151.63 Unrealized +0.2%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.41 Unrealized -4.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $8 Shares 30 Est. Cost $306.47 Unrealized -14.0%
CNX CNX RES CORP 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.94 Unrealized +1.9%
BIIB BIOGEN INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $212.38 Unrealized +33.0%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $8 Shares 960 Est. Cost $8.56 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.96 Unrealized -9.1%
IJT ISHARES TR 0.0%
Value ($000) $8 Shares 80 Est. Cost $100.59 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $108.51 Unrealized -15.9%
GCC WISDOMTREE TR 0.0%
Value ($000) $8 Shares 440 Est. Cost $18.22 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $8 Shares 74 Est. Cost $109.00 Unrealized -4.9%
TDAY GANNETT CO INC 0.0%
Value ($000) $8 Shares 3,906 Est. Cost $2.43 Unrealized -20.9%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 260 Est. Cost $23.01 Unrealized +23.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $8 Shares 149 Est. Cost $45.52 Unrealized +14.8%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8 Shares 165 Est. Cost $45.79 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $7 Shares 120 Est. Cost $62.30 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 43 Est. Cost $173.40 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.56 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $226.88 Unrealized +6.2%
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 -9.9%
BROOKLINE BANCORP INC DEL 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.15 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $7 Shares 375 Est. Cost $18.33 Unrealized
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $7 Shares 624 Est. Cost $19.04 Unrealized -32.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $7 Shares 50 Est. Cost $114.59 Unrealized +6.0%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $69.56 Unrealized -15.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.60 Unrealized +2.5%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 159 Est. Cost $41.71 Unrealized -6.5%
SWBI SMITH &WESSON BRANDS INC 0.0%
Value ($000) $7 Shares 756 Est. Cost $13.21 Unrealized -20.3%
WELL WELLTOWER INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.84 Unrealized -17.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $6 Shares 50 Est. Cost $233.56 Unrealized -31.8%
WOOD ISHARES TR 0.0%
Value ($000) $6 Shares 88 Est. Cost $72.75 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.69 Unrealized +6.6%
AGG ISHARES TR 0.0%
Value ($000) $6 Shares 64 Est. Cost $96.98 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $6 Shares 25 Est. Cost $232.01 Unrealized +0.5%
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $6 Shares 76 Est. Cost $82.83 Unrealized -10.7%
AVGO BROADCOM INC 0.0%
Value ($000) $6 Shares 11 Est. Cost $48.08 Unrealized -1.0%
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.93 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $6 Shares 51 Est. Cost $81.75 Unrealized +20.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $6 Shares 74 Est. Cost $59.89 Unrealized +18.1%
WMT WALMART INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $42.00 Unrealized +8.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.29 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.80 Unrealized -0.3%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 4,984 Est. Cost $1.87 Unrealized -28.7%
GDX VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 195 Est. Cost $28.66 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $6 Shares 70 Est. Cost $107.01 Unrealized -24.6%
IGOV ISHARES TR 0.0%
Value ($000) $5 Shares 140 Est. Cost $39.15 Unrealized
NUVEEN PFD &INCOME OPPORTUN 0.0%
Value ($000) $5 Shares 750 Est. Cost $7.28 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 160 Est. Cost $35.44 Unrealized +0.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $182.92 Unrealized -25.2%
ZS ZSCALER INC 0.0%
Value ($000) $5 Shares 47 Est. Cost $163.61 Unrealized -17.0%
RGR STURM RUGER &CO INC 0.0%
Value ($000) $5 Shares 103 Est. Cost $57.77 Unrealized -5.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $5 Shares 37 Est. Cost $128.86 Unrealized -0.8%
AA ALCOA CORP 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.87 Unrealized -6.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $5 Shares 123 Est. Cost $34.38 Unrealized -0.1%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 635 Est. Cost $9.69 Unrealized -11.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $5 Shares 298 Est. Cost $16.88 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 436 Est. Cost $10.40 Unrealized -3.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 39 Est. Cost $123.15 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $5 Shares 55 Est. Cost $71.76 Unrealized +22.2%
SO SOUTHERN CO 0.0%
Value ($000) $5 Shares 66 Est. Cost $66.95 Unrealized -10.9%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 65 Est. Cost $72.45 Unrealized
COHEN &STEERS QUALITY INCOM 0.0%
Value ($000) $5 Shares 408 Est. Cost $11.50 Unrealized
VMAR VISION MARINE TECHNOLOGIES I 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $319494.38 Unrealized -19.4%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.20 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $48.03 Unrealized +5.8%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $4 Shares 94 Est. Cost $44.82 Unrealized -1.3%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $21.98 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $4 Shares 180 Est. Cost $35.08 Unrealized -23.1%
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $92.04 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $86.03 Unrealized -33.6%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.17 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $4 Shares 56 Est. Cost $71.86 Unrealized
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
SNAP SNAP INC 0.0%
Value ($000) $4 Shares 435 Est. Cost $11.64 Unrealized -15.2%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $4 Shares 338 Est. Cost $11.37 Unrealized
BALL BALL CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $58.57 Unrealized -15.5%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.94 Unrealized +5.1%
SMLF ISHARES TR 0.0%
Value ($000) $4 Shares 72 Est. Cost $49.67 Unrealized
TRITON INTL LTD 0.0%
Value ($000) $3 Shares 50 Est. Cost $68.78 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $3 Shares 110 Est. Cost $30.66 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $52.85 Unrealized -34.0%
NUVEEN INTER DURATION MUN TE 0.0%
Value ($000) $3 Shares 250 Est. Cost $13.12 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $3 Shares 62 Est. Cost $46.92 Unrealized +8.4%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.23 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $3 Shares 160 Est. Cost $19.85 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $45.65 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $70.80 Unrealized -12.9%
HST HOST HOTELS &RESORTS INC 0.0%
Value ($000) $3 Shares 195 Est. Cost $14.48 Unrealized +1.1%
IUSV ISHARES TR 0.0%
Value ($000) $3 Shares 43 Est. Cost $70.63 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.20 Unrealized
CGCP CAPITAL GROUP FIXED INCOME E 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.28 Unrealized
HPQ HP INC 0.0%
Value ($000) $3 Shares 109 Est. Cost $27.00 Unrealized -9.1%
NVCR NOVOCURE LTD 0.0%
Value ($000) $3 Shares 40 Est. Cost $78.00 Unrealized -3.5%
EGRX EAGLE PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.69 Unrealized -13.3%
CHAMPIONX CORPORATION 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.99 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.27 Unrealized
TRU TRANSUNION 0.0%
Value ($000) $3 Shares 50 Est. Cost $75.45 Unrealized -23.7%
JD JD.COM INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.14 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 16 Est. Cost $174.38 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $3 Shares 44 Est. Cost $42.96 Unrealized +23.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 39 Est. Cost $70.74 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 90 Est. Cost $29.08 Unrealized -8.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $3 Shares 26 Est. Cost $103.89 Unrealized -13.5%
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
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 114 Est. Cost $22.72 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $106.48 Unrealized +6.0%
VVX V2X INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $34.74 Unrealized +14.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.95 Unrealized +12.1%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.51 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 15 Est. Cost $152.05 Unrealized -3.6%
BIOVIE INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $7.77 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.69 Unrealized +8.4%
ESML ISHARES TR 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.89 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $2 Shares 40 Est. Cost $46.72 Unrealized +8.1%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $2 Shares 17 Est. Cost $135.76 Unrealized +2.7%
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.38 Unrealized +26.9%
KIE SPDR SER TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $40.60 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2 Shares 65 Est. Cost $29.84 Unrealized +6.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $114.32 Unrealized -1.4%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.49 Unrealized +2.4%
NTRA NATERA INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.60 Unrealized -13.4%
DMXF ISHARES TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.27 Unrealized
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.81 Unrealized +12.5%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.87 Unrealized +4.1%
CEF SPROTT PHYSICAL GOLD &SILVE 0.0%
Value ($000) $2 Shares 104 Est. Cost $17.93 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.33 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.93 Unrealized -6.1%
ESGD ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $65.74 Unrealized
PERFICIENT INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $69.84 Unrealized
KTOS KRATOS DEFENSE &SEC SOLUTIO 0.0%
Value ($000) $2 Shares 165 Est. Cost $13.39 Unrealized -25.7%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.07 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $2 Shares 162 Est. Cost $8.50 Unrealized +9.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $85.15 Unrealized -22.5%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.23 Unrealized -0.9%
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
HYLB DBX ETF TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $33.71 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $1 Shares 80 Est. Cost $32.64 Unrealized -24.8%
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 22 Est. Cost $67.05 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $27.96 Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.92 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $1 Shares 53 Est. Cost $25.91 Unrealized
TPC TUTOR PERINI CORP 0.0%
Value ($000) $1 Shares 175 Est. Cost $7.59 Unrealized -6.6%
EXSCIENTIA PLC 0.0%
Value ($000) $1 Shares 245 Est. Cost $5.33 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $1 Shares 58 Est. Cost $22.29 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.07 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.53 Unrealized
HARBORONE BANCORP INC NEW 0.0%
Value ($000) $1 Shares 89 Est. Cost $13.90 Unrealized
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $1 Shares 46 Est. Cost $29.58 Unrealized -9.8%
SGU STAR GROUP L P 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.37 Unrealized -1.3%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.80 Unrealized -25.1%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.46 Unrealized -1.4%
CANOPY GROWTH CORP 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.31 Unrealized
GABELLI DIVID &INCOME TR 0.0%
Value ($000) $1 Shares 55 Est. Cost $20.44 Unrealized
IMPM IMPAC MTG HLDGS INC 0.0%
Value ($000) $1 Shares 6,500 Est. Cost $0.47 Unrealized -45.3%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.66 Unrealized
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
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.89 Unrealized -14.8%
SDGR SCHRODINGER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.39 Unrealized -29.5%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.60 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.70 Unrealized +8.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $152.19 Unrealized +11.3%
SLDP SOLID POWER INC 0.0%
Value ($000) $1 Shares 285 Est. Cost $6.32 Unrealized -32.3%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.24 Unrealized
RHEP REGIONAL HEALTH PPTYS INC 0.0%
Value ($000) $1 Shares 209 Est. Cost $3.48 Unrealized -23.8%
VIZSLA SILVER CORP 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.15 Unrealized
LMND LEMONADE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $22.73 Unrealized -13.0%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.11 Unrealized +8.8%
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 +21.5%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.25 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 140 Est. Cost $3.29 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $3.48 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.11 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.82 Unrealized -0.6%
CVNA CARVANA CO 0.0%
Value ($000) $0 Shares 75 Est. Cost $32.61 Unrealized -67.6%
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 +18.7%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.21 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.39 Unrealized +3.6%
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $4.00 Unrealized +59.0%
APPHARVEST INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.57 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.54 Unrealized
FTCHQ FARFETCH LTD 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized -21.5%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.16 Unrealized +3.5%
AEROJET ROCKETDYNE HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.25 Unrealized
MINIM INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $0.19 Unrealized
VELODYNE LIDAR INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.74 Unrealized
MEOH METHANEX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.25 Unrealized +1.1%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $4.65 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.67 Unrealized -7.1%
GEG GREAT ELM GROUP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $2.07 Unrealized -3.3%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized