BARRETT & COMPANY, INC. Diversified Active

CIK: 0000887602 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $169,827 (100.0% shares, 0.0% debt)

Holdings (631)

VTI VANGUARD INDEX FDS 5.5%
Value ($000) $9,408 Shares 44,293 Est. Cost $196.13 Unrealized
USMV ISHARES TR 5.4%
Value ($000) $9,155 Shares 126,481 Est. Cost $72.11 Unrealized
IVW ISHARES TR 4.3%
Value ($000) $7,231 Shares 105,684 Est. Cost $58.66 Unrealized
ILCV ISHARES TR 3.3%
Value ($000) $5,571 Shares 86,005 Est. Cost $63.27 Unrealized
IVV ISHARES TR 2.9%
Value ($000) $4,994 Shares 11,630 Est. Cost $384.22 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $4,692 Shares 27,404 Est. Cost $154.71 Unrealized +17.2%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $4,532 Shares 10,420 Est. Cost $15.79 Unrealized +183.6%
XT ISHARES TR 2.6%
Value ($000) $4,451 Shares 85,245 Est. Cost $47.40 Unrealized
AMZN AMAZON COM INC 2.3%
Value ($000) $3,834 Shares 30,161 Est. Cost $126.27 Unrealized +6.1%
VUG VANGUARD INDEX FDS 2.2%
Value ($000) $3,812 Shares 14,000 Est. Cost $214.83 Unrealized
SLYG SPDR SER TR 2.2%
Value ($000) $3,791 Shares 51,733 Est. Cost $72.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.2%
Value ($000) $3,760 Shares 8,235 Est. Cost $442.98 Unrealized
VTV VANGUARD INDEX FDS 2.2%
Value ($000) $3,652 Shares 26,476 Est. Cost $140.31 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $3,434 Shares 66,195 Est. Cost $50.16 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 2.0%
Value ($000) $3,424 Shares 91,585 Est. Cost $39.86 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $3,378 Shares 10,697 Est. Cost $258.83 Unrealized +25.4%
FTCS FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $3,036 Shares 41,240 Est. Cost $74.86 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $2,758 Shares 63,074 Est. Cost $42.05 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $2,689 Shares 20,513 Est. Cost $110.18 Unrealized +16.5%
NEWT NEWTEKONE INC 1.5%
Value ($000) $2,624 Shares 177,867 Est. Cost $20.41 Unrealized -16.1%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $2,429 Shares 5,681 Est. Cost $393.41 Unrealized
MTB M &T BK CORP 1.4%
Value ($000) $2,319 Shares 18,336 Est. Cost $158.03 Unrealized -23.8%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $1,732 Shares 14,728 Est. Cost $81.36 Unrealized +24.2%
JNJ JOHNSON &JOHNSON 0.9%
Value ($000) $1,593 Shares 10,230 Est. Cost $152.72 Unrealized +0.4%
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,531 Shares 8,100 Est. Cost $184.86 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,461 Shares 31,798 Est. Cost $44.20 Unrealized
IWD ISHARES TR 0.8%
Value ($000) $1,330 Shares 8,763 Est. Cost $151.82 Unrealized
CALF PACER FDS TR 0.8%
Value ($000) $1,316 Shares 31,566 Est. Cost $38.00 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,304 Shares 8,938 Est. Cost $132.74 Unrealized +8.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,264 Shares 26,752 Est. Cost $47.42 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,101 Shares 7,083 Est. Cost $152.38 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,069 Shares 6,338 Est. Cost $133.24 Unrealized +9.4%
META META PLATFORMS INC 0.6%
Value ($000) $1,027 Shares 3,421 Est. Cost $170.24 Unrealized +75.8%
ISHARES TR 0.6%
Value ($000) $995 Shares 40,836 Est. Cost $24.35 Unrealized
ISHARES TR 0.6%
Value ($000) $995 Shares 40,218 Est. Cost $24.44 Unrealized
TXT TEXTRON INC 0.6%
Value ($000) $940 Shares 12,030 Est. Cost $63.20 Unrealized +17.6%
JPM JPMORGAN CHASE &CO 0.6%
Value ($000) $936 Shares 6,456 Est. Cost $107.41 Unrealized +32.5%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $922 Shares 6,506 Est. Cost $141.26 Unrealized
ISHARES TR 0.5%
Value ($000) $917 Shares 36,177 Est. Cost $25.04 Unrealized
BAC BANK AMERICA CORP 0.5%
Value ($000) $889 Shares 32,457 Est. Cost $29.58 Unrealized -6.0%
PEY INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $886 Shares 46,189 Est. Cost $20.69 Unrealized
MET METLIFE INC 0.5%
Value ($000) $877 Shares 13,942 Est. Cost $57.65 Unrealized +0.6%
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $873 Shares 11,615 Est. Cost $75.29 Unrealized
BA BOEING CO 0.5%
Value ($000) $774 Shares 4,036 Est. Cost $153.37 Unrealized +42.7%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $771 Shares 15,622 Est. Cost $51.15 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $749 Shares 9,250 Est. Cost $81.19 Unrealized
MRK MERCK &CO INC 0.4%
Value ($000) $736 Shares 7,146 Est. Cost $81.29 Unrealized +22.8%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $730 Shares 18,624 Est. Cost $39.05 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.4%
Value ($000) $725 Shares 29,582 Est. Cost $23.09 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $719 Shares 9,570 Est. Cost $75.24 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $689 Shares 11,863 Est. Cost $62.30 Unrealized -12.8%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $686 Shares 1,748 Est. Cost $353.70 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $684 Shares 13,715 Est. Cost $44.81 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $683 Shares 7,078 Est. Cost $78.03 Unrealized +16.8%
CVS CVS HEALTH CORP 0.4%
Value ($000) $673 Shares 9,632 Est. Cost $86.66 Unrealized -25.5%
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $672 Shares 25,739 Est. Cost $26.23 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $663 Shares 7,029 Est. Cost $94.69 Unrealized
LLY ELI LILLY &CO 0.4%
Value ($000) $602 Shares 1,122 Est. Cost $308.08 Unrealized +64.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $602 Shares 1,471 Est. Cost $380.78 Unrealized +9.0%
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $573 Shares 12,388 Est. Cost $34.72 Unrealized +39.4%
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $566 Shares 18,907 Est. Cost $27.06 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $542 Shares 16,336 Est. Cost $40.27 Unrealized -24.1%
ORI OLD REP INTL CORP 0.3%
Value ($000) $534 Shares 19,828 Est. Cost $17.40 Unrealized +28.3%
IEFA ISHARES TR 0.3%
Value ($000) $527 Shares 8,189 Est. Cost $61.79 Unrealized
IBTE ISHARES TR 0.3%
Value ($000) $526 Shares 22,045 Est. Cost $23.87 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $507 Shares 3,129 Est. Cost $157.06 Unrealized +8.0%
ISHARES TR 0.3%
Value ($000) $482 Shares 20,873 Est. Cost $23.31 Unrealized
DVYE ISHARES INC 0.3%
Value ($000) $478 Shares 20,081 Est. Cost $2.41 Unrealized
NKE NIKE INC 0.3%
Value ($000) $464 Shares 4,856 Est. Cost $101.57 Unrealized -3.3%
IBDR ISHARES TR 0.3%
Value ($000) $464 Shares 19,878 Est. Cost $23.50 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $461 Shares 6,611 Est. Cost $71.88 Unrealized
ICOW PACER FDS TR 0.3%
Value ($000) $461 Shares 15,421 Est. Cost $28.78 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $454 Shares 3,046 Est. Cost $128.52 Unrealized +5.3%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $453 Shares 899 Est. Cost $486.85 Unrealized -3.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $453 Shares 8,422 Est. Cost $40.27 Unrealized +24.9%
PFF ISHARES TR 0.3%
Value ($000) $453 Shares 15,012 Est. Cost $30.53 Unrealized
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $452 Shares 6,248 Est. Cost $74.35 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $452 Shares 5,061 Est. Cost $91.37 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $425 Shares 4,084 Est. Cost $93.94 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $418 Shares 5,522 Est. Cost $82.57 Unrealized
IBDS ISHARES TR 0.2%
Value ($000) $412 Shares 17,809 Est. Cost $23.50 Unrealized
XYL XYLEM INC 0.2%
Value ($000) $399 Shares 4,386 Est. Cost $87.27 Unrealized +14.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $398 Shares 2,155 Est. Cost $162.15 Unrealized +7.2%
MINT PIMCO ETF TR 0.2%
Value ($000) $389 Shares 3,884 Est. Cost $98.64 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $382 Shares 7,571 Est. Cost $51.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $374 Shares 2,668 Est. Cost $116.57 Unrealized +13.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $363 Shares 3,030 Est. Cost $89.56 Unrealized +20.5%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $348 Shares 7,277 Est. Cost $47.49 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $338 Shares 1,628 Est. Cost $182.38 Unrealized +17.8%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $331 Shares 2,676 Est. Cost $139.99 Unrealized -5.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $324 Shares 9,991 Est. Cost $34.90 Unrealized -16.9%
HYG ISHARES TR 0.2%
Value ($000) $323 Shares 4,382 Est. Cost $73.64 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $312 Shares 3,018 Est. Cost $108.05 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $302 Shares 6,117 Est. Cost $46.92 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $295 Shares 3,634 Est. Cost $104.56 Unrealized -20.2%
IBTG ISHARES TR 0.2%
Value ($000) $294 Shares 13,105 Est. Cost $22.80 Unrealized
PSEC PROSPECT CAP CORP 0.2%
Value ($000) $287 Shares 47,440 Est. Cost $4.69 Unrealized -7.5%
HDV ISHARES TR 0.2%
Value ($000) $286 Shares 2,897 Est. Cost $104.25 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $285 Shares 2,652 Est. Cost $120.62 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $277 Shares 1,032 Est. Cost $218.69 Unrealized +6.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $272 Shares 776 Est. Cost $285.60 Unrealized +24.2%
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $271 Shares 6,188 Est. Cost $45.54 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $261 Shares 1,502 Est. Cost $213.60 Unrealized -18.1%
GLD SPDR GOLD TR 0.2%
Value ($000) $257 Shares 1,501 Est. Cost $169.73 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $257 Shares 1,517 Est. Cost $158.95 Unrealized +5.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $252 Shares 9,508 Est. Cost $26.83 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $252 Shares 8,913 Est. Cost $26.59 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $239 Shares 1,020 Est. Cost $84.74 Unrealized +39.6%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $238 Shares 3,132 Est. Cost $77.51 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $236 Shares 596 Est. Cost $325.17 Unrealized +21.9%
ITOT ISHARES TR 0.1%
Value ($000) $233 Shares 2,479 Est. Cost $84.78 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $229 Shares 2,071 Est. Cost $44.07 Unrealized +101.2%
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $228 Shares 2,955 Est. Cost $131.54 Unrealized
T AT&T INC 0.1%
Value ($000) $227 Shares 15,102 Est. Cost $15.31 Unrealized -15.4%
LAM RESEARCH CORP 0.1%
Value ($000) $226 Shares 361 Est. Cost $523.28 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $224 Shares 11,401 Est. Cost $18.45 Unrealized
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $223 Shares 7,412 Est. Cost $30.32 Unrealized -8.6%
ISCV ISHARES TR 0.1%
Value ($000) $220 Shares 4,241 Est. Cost $52.24 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $219 Shares 2,000 Est. Cost $89.56 Unrealized +22.3%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $217 Shares 1,040 Est. Cost $209.10 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $214 Shares 1,388 Est. Cost $145.09 Unrealized
COHEN &STEERS LTD DURATION 0.1%
Value ($000) $209 Shares 12,246 Est. Cost $19.02 Unrealized
ROYCE VALUE TR INC 0.1%
Value ($000) $204 Shares 15,819 Est. Cost $13.26 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $203 Shares 5,955 Est. Cost $36.93 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $198 Shares 7,777 Est. Cost $27.14 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $194 Shares 2,001 Est. Cost $100.04 Unrealized +0.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $189 Shares 716 Est. Cost $250.43 Unrealized +7.6%
IMCB ISHARES TR 0.1%
Value ($000) $186 Shares 3,117 Est. Cost $58.66 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $184 Shares 3,675 Est. Cost $50.13 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $182 Shares 4,278 Est. Cost $38.69 Unrealized +8.1%
GSK GSK PLC 0.1%
Value ($000) $181 Shares 4,988 Est. Cost $35.14 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $178 Shares 710 Est. Cost $206.93 Unrealized +24.1%
ADBE ADOBE INC 0.1%
Value ($000) $177 Shares 348 Est. Cost $358.41 Unrealized +46.4%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $175 Shares 1,050 Est. Cost $148.06 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $174 Shares 571 Est. Cost $292.00 Unrealized +18.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $168 Shares 1,900 Est. Cost $91.31 Unrealized -8.5%
ARKK ARK ETF TR 0.1%
Value ($000) $168 Shares 4,226 Est. Cost $37.62 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $159 Shares 2,841 Est. Cost $56.24 Unrealized -0.9%
MASI MASIMO CORP 0.1%
Value ($000) $149 Shares 1,700 Est. Cost $146.09 Unrealized -20.3%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $144 Shares 2,494 Est. Cost $65.71 Unrealized -4.2%
IUSG ISHARES TR 0.1%
Value ($000) $142 Shares 1,500 Est. Cost $81.50 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $140 Shares 960 Est. Cost $154.13 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $140 Shares 1,352 Est. Cost $106.86 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $139 Shares 2,000 Est. Cost $86.27 Unrealized -19.0%
OLN OLIN CORP 0.1%
Value ($000) $139 Shares 2,778 Est. Cost $47.14 Unrealized +8.0%
LGLV SPDR SER TR 0.1%
Value ($000) $138 Shares 1,037 Est. Cost $135.66 Unrealized
V VISA INC 0.1%
Value ($000) $138 Shares 601 Est. Cost $203.55 Unrealized +16.0%
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $137 Shares 6,155 Est. Cost $27.04 Unrealized +8.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $135 Shares 3,055 Est. Cost $35.61 Unrealized +16.5%
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $134 Shares 1,422 Est. Cost $140.56 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $133 Shares 9,507 Est. Cost $2.27 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $133 Shares 1,156 Est. Cost $107.32 Unrealized +4.5%
DGRO ISHARES TR 0.1%
Value ($000) $129 Shares 2,600 Est. Cost $50.00 Unrealized
EATON VANCE LTD DURATION INC 0.1%
Value ($000) $129 Shares 14,218 Est. Cost $9.39 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $126 Shares 825 Est. Cost $158.00 Unrealized -1.3%
HD HOME DEPOT INC 0.1%
Value ($000) $125 Shares 413 Est. Cost $272.08 Unrealized +11.4%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $125 Shares 1,674 Est. Cost $22.25 Unrealized +34.3%
FDX FEDEX CORP 0.1%
Value ($000) $124 Shares 470 Est. Cost $202.93 Unrealized +21.6%
INTC INTEL CORP 0.1%
Value ($000) $123 Shares 3,452 Est. Cost $32.31 Unrealized +5.9%
FRANKLIN LTD DURATION INCOME 0.1%
Value ($000) $122 Shares 20,100 Est. Cost $6.21 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $121 Shares 568 Est. Cost $133.40 Unrealized +57.2%
IEMG ISHARES INC 0.1%
Value ($000) $119 Shares 2,500 Est. Cost $46.70 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $119 Shares 477 Est. Cost $241.89 Unrealized
NGG NATIONAL GRID PLC 0.1%
Value ($000) $117 Shares 1,931 Est. Cost $62.96 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $115 Shares 1,073 Est. Cost $87.28 Unrealized +11.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $114 Shares 4,183 Est. Cost $24.30 Unrealized
BLACKROCK INNOVATION AND GRW 0.1%
Value ($000) $113 Shares 16,270 Est. Cost $6.87 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $109 Shares 1,700 Est. Cost $68.92 Unrealized -6.3%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $109 Shares 1,896 Est. Cost $72.24 Unrealized -10.8%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $109 Shares 289 Est. Cost $301.94 Unrealized +27.3%
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $108 Shares 10,250 Est. Cost $10.51 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $107 Shares 331 Est. Cost $297.04 Unrealized +6.2%
STIP ISHARES TR 0.1%
Value ($000) $107 Shares 1,101 Est. Cost $96.97 Unrealized
WASH WASHINGTON TR BANCORP INC 0.1%
Value ($000) $106 Shares 4,010 Est. Cost $34.57 Unrealized -31.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $105 Shares 641 Est. Cost $126.29 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $103 Shares 1,339 Est. Cost $54.56 Unrealized +29.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $100 Shares 435 Est. Cost $185.90 Unrealized +23.8%
DOV DOVER CORP 0.1%
Value ($000) $100 Shares 716 Est. Cost $122.28 Unrealized +14.8%
IYR ISHARES TR 0.1%
Value ($000) $96 Shares 1,227 Est. Cost $84.23 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $93 Shares 2,803 Est. Cost $34.16 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $93 Shares 375 Est. Cost $235.67 Unrealized -6.6%
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $92 Shares 1,580 Est. Cost $66.98 Unrealized -4.1%
IBTH ISHARES TR 0.1%
Value ($000) $92 Shares 4,200 Est. Cost $22.41 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $92 Shares 829 Est. Cost $142.93 Unrealized -18.6%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $91 Shares 1,000 Est. Cost $113.14 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $91 Shares 2,691 Est. Cost $31.37 Unrealized -2.8%
CME CME GROUP INC 0.1%
Value ($000) $90 Shares 452 Est. Cost $170.19 Unrealized +5.9%
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) $90 Shares 926 Est. Cost $100.28 Unrealized +2.8%
PPG PPG INDS INC 0.1%
Value ($000) $90 Shares 690 Est. Cost $114.90 Unrealized +15.8%
EFA ISHARES TR 0.1%
Value ($000) $89 Shares 1,298 Est. Cost $65.65 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $89 Shares 453 Est. Cost $147.72 Unrealized +31.4%
CPRT COPART INC 0.1%
Value ($000) $88 Shares 2,050 Est. Cost $37.00 Unrealized +20.1%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $88 Shares 6,249 Est. Cost $13.42 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $87 Shares 1,588 Est. Cost $66.70 Unrealized -12.3%
IVOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $86 Shares 950 Est. Cost $129.02 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $86 Shares 2,694 Est. Cost $56.56 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $85 Shares 10,345 Est. Cost $8.60 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $83 Shares 4,500 Est. Cost $18.55 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $83 Shares 1,000 Est. Cost $84.56 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $82 Shares 512 Est. Cost $129.18 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $80 Shares 3,325 Est. Cost $24.63 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $79 Shares 359 Est. Cost $210.86 Unrealized +0.1%
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $79 Shares 482 Est. Cost $155.77 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $77 Shares 697 Est. Cost $127.05 Unrealized -13.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $77 Shares 282 Est. Cost $172.21 Unrealized +51.8%
RTX RTX CORPORATION 0.0%
Value ($000) $77 Shares 1,065 Est. Cost $85.30 Unrealized -4.8%
EFAV ISHARES TR 0.0%
Value ($000) $75 Shares 1,150 Est. Cost $63.59 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $73 Shares 40 Est. Cost $31.00 Unrealized +25.8%
IXUS ISHARES TR 0.0%
Value ($000) $73 Shares 1,213 Est. Cost $57.86 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $73 Shares 7,638 Est. Cost $11.25 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $72 Shares 586 Est. Cost $121.23 Unrealized +7.1%
SYNTAX ETF TR 0.0%
Value ($000) $72 Shares 1,800 Est. Cost $43.18 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $72 Shares 588 Est. Cost $131.35 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $72 Shares 702 Est. Cost $105.49 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $70 Shares 160 Est. Cost $395.31 Unrealized +26.1%
UNP UNION PAC CORP 0.0%
Value ($000) $68 Shares 335 Est. Cost $204.23 Unrealized +0.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $68 Shares 610 Est. Cost $125.44 Unrealized -6.1%
MMM 3M CO 0.0%
Value ($000) $68 Shares 727 Est. Cost $93.65 Unrealized -15.0%
F FORD MTR CO DEL 0.0%
Value ($000) $67 Shares 5,387 Est. Cost $10.83 Unrealized +2.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 514 Est. Cost $135.59 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $66 Shares 1,026 Est. Cost $57.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $66 Shares 1,016 Est. Cost $64.72 Unrealized -1.5%
TER TERADYNE INC 0.0%
Value ($000) $65 Shares 647 Est. Cost $89.83 Unrealized +16.2%
LRGF ISHARES TR 0.0%
Value ($000) $65 Shares 1,496 Est. Cost $39.01 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $64 Shares 705 Est. Cost $78.36 Unrealized +18.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $62 Shares 42 Est. Cost $1220.12 Unrealized +20.0%
BP BP PLC 0.0%
Value ($000) $62 Shares 1,595 Est. Cost $34.93 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $61 Shares 2,722 Est. Cost $22.39 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $61 Shares 1,447 Est. Cost $33.06 Unrealized +10.2%
FICS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $60 Shares 2,000 Est. Cost $31.47 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $59 Shares 651 Est. Cost $87.46 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $58 Shares 684 Est. Cost $86.91 Unrealized -3.5%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $57 Shares 6,305 Est. Cost $15.95 Unrealized -43.8%
BIZD VANECK ETF TRUST 0.0%
Value ($000) $56 Shares 3,500 Est. Cost $14.15 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $68.94 Unrealized -20.5%
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $55 Shares 2,568 Est. Cost $22.25 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 1,331 Est. Cost $40.51 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $54 Shares 106 Est. Cost $440.45 Unrealized +16.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $53 Shares 400 Est. Cost $137.34 Unrealized +2.8%
IEI ISHARES TR 0.0%
Value ($000) $53 Shares 465 Est. Cost $114.97 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $52 Shares 749 Est. Cost $67.54 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $44.05 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $51 Shares 950 Est. Cost $54.41 Unrealized
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $51 Shares 6,000 Est. Cost $9.06 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value ($000) $49 Shares 615 Est. Cost $69.44 Unrealized +14.8%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $49 Shares 1,675 Est. Cost $15.89 Unrealized +85.9%
DOW DOW INC 0.0%
Value ($000) $49 Shares 956 Est. Cost $43.08 Unrealized +7.5%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $48 Shares 375 Est. Cost $153.36 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $48 Shares 237 Est. Cost $170.57 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $46 Shares 500 Est. Cost $39.81 Unrealized +147.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 348 Est. Cost $158.58 Unrealized -6.6%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $46 Shares 320 Est. Cost $42.42 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $45 Shares 260 Est. Cost $161.54 Unrealized +9.5%
ITT ITT INC 0.0%
Value ($000) $44 Shares 449 Est. Cost $72.91 Unrealized +34.6%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 224 Est. Cost $179.76 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $43 Shares 540 Est. Cost $90.74 Unrealized -12.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $43 Shares 85 Est. Cost $552.71 Unrealized -4.3%
DON WISDOMTREE TR 0.0%
Value ($000) $43 Shares 1,050 Est. Cost $42.05 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $42 Shares 460 Est. Cost $95.78 Unrealized
BLACKROCK ETF TRUST 0.0%
Value ($000) $42 Shares 1,600 Est. Cost $24.33 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $41 Shares 600 Est. Cost $74.21 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $41 Shares 619 Est. Cost $64.52 Unrealized -6.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $41 Shares 599 Est. Cost $71.08 Unrealized +2.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $21.59 Unrealized -18.2%
IBTI ISHARES TR 0.0%
Value ($000) $40 Shares 1,850 Est. Cost $21.94 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $40 Shares 800 Est. Cost $49.83 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $40 Shares 136 Est. Cost $229.12 Unrealized +36.3%
NFLX NETFLIX INC 0.0%
Value ($000) $39 Shares 104 Est. Cost $25.90 Unrealized +63.7%
WPC WP CAREY INC 0.0%
Value ($000) $38 Shares 702 Est. Cost $78.15 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $37 Shares 4,501 Est. Cost $8.00 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $37 Shares 496 Est. Cost $84.55 Unrealized -12.0%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $37 Shares 4,499 Est. Cost $8.21 Unrealized
BLACKROCK INC 0.0%
Value ($000) $37 Shares 57 Est. Cost $712.72 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $37 Shares 346 Est. Cost $102.88 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 76 Est. Cost $401.15 Unrealized +20.3%
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $24.31 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $36 Shares 140 Est. Cost $337.49 Unrealized -11.3%
SYY SYSCO CORP 0.0%
Value ($000) $35 Shares 530 Est. Cost $75.73 Unrealized -11.5%
IAU ISHARES GOLD TR 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $34.59 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $35 Shares 98 Est. Cost $282.02 Unrealized
ISHARES TR 0.0%
Value ($000) $34 Shares 1,378 Est. Cost $24.73 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $34 Shares 145 Est. Cost $173.14 Unrealized +35.2%
IAT ISHARES TR 0.0%
Value ($000) $34 Shares 1,009 Est. Cost $33.85 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $34 Shares 60 Est. Cost $90.05 Unrealized +26.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $33 Shares 300 Est. Cost $107.88 Unrealized -4.0%
INTU INTUIT 0.0%
Value ($000) $33 Shares 65 Est. Cost $422.65 Unrealized +18.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $32 Shares 600 Est. Cost $48.82 Unrealized +19.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $32 Shares 474 Est. Cost $57.98 Unrealized +14.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $32 Shares 339 Est. Cost $81.70 Unrealized +3.2%
CSX CSX CORP 0.0%
Value ($000) $32 Shares 1,044 Est. Cost $29.60 Unrealized +3.3%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $32 Shares 898 Est. Cost $33.40 Unrealized -8.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $32 Shares 155 Est. Cost $199.77 Unrealized +0.9%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $10.19 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $31 Shares 100 Est. Cost $274.70 Unrealized +10.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $31 Shares 330 Est. Cost $80.94 Unrealized +6.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $30 Shares 248 Est. Cost $124.00 Unrealized -5.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $30 Shares 516 Est. Cost $66.05 Unrealized -10.0%
UNILEVER PLC 0.0%
Value ($000) $30 Shares 606 Est. Cost $50.03 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $30 Shares 500 Est. Cost $49.91 Unrealized +12.8%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $39.22 Unrealized -42.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $29 Shares 117 Est. Cost $210.38 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $29 Shares 1,197 Est. Cost $23.49 Unrealized
DE DEERE &CO 0.0%
Value ($000) $28 Shares 75 Est. Cost $326.53 Unrealized +21.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $28 Shares 1,535 Est. Cost $18.01 Unrealized +5.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $28 Shares 67 Est. Cost $321.30 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $28 Shares 655 Est. Cost $38.07 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 70 Est. Cost $371.92 Unrealized +5.6%
ENB ENBRIDGE INC 0.0%
Value ($000) $27 Shares 812 Est. Cost $32.47 Unrealized -6.4%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $27 Shares 3,250 Est. Cost $8.68 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $26 Shares 400 Est. Cost $57.64 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $26 Shares 200 Est. Cost $144.67 Unrealized -3.3%
PBI PITNEY BOWES INC 0.0%
Value ($000) $26 Shares 8,500 Est. Cost $3.21 Unrealized +6.7%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $25 Shares 536 Est. Cost $41.61 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $25 Shares 988 Est. Cost $22.95 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25 Shares 750 Est. Cost $59.13 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $25 Shares 481 Est. Cost $56.17 Unrealized -8.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $24 Shares 120 Est. Cost $143.62 Unrealized +36.3%
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $10.94 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $24 Shares 100 Est. Cost $203.27 Unrealized +13.7%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $24 Shares 400 Est. Cost $62.81 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC 0.0%
Value ($000) $23 Shares 3,500 Est. Cost $6.50 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $23 Shares 1,400 Est. Cost $14.79 Unrealized +3.2%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $23 Shares 300 Est. Cost $81.03 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $23 Shares 40 Est. Cost $513.44 Unrealized +3.7%
XAR SPDR SER TR 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.05 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $22 Shares 110 Est. Cost $167.53 Unrealized +27.4%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $22 Shares 456 Est. Cost $53.87 Unrealized -11.2%
IEX IDEX CORP 0.0%
Value ($000) $22 Shares 105 Est. Cost $210.26 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $200.84 Unrealized -38.4%
USB US BANCORP DEL 0.0%
Value ($000) $21 Shares 650 Est. Cost $35.61 Unrealized -8.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $21 Shares 300 Est. Cost $72.91 Unrealized -2.8%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $21 Shares 445 Est. Cost $42.42 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $21 Shares 293 Est. Cost $60.82 Unrealized +14.1%
SPSM SPDR SER TR 0.0%
Value ($000) $21 Shares 562 Est. Cost $38.84 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $21 Shares 4,670 Est. Cost $5.07 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $21 Shares 195 Est. Cost $70.16 Unrealized +60.8%
IXC ISHARES TR 0.0%
Value ($000) $21 Shares 500 Est. Cost $38.99 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 50 Est. Cost $381.67 Unrealized +6.3%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 346 Est. Cost $60.28 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $20 Shares 1,750 Est. Cost $10.86 Unrealized
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $20 Shares 5,900 Est. Cost $3.58 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $19 Shares 477 Est. Cost $39.37 Unrealized +3.3%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $19 Shares 96 Est. Cost $182.98 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $19 Shares 150 Est. Cost $108.77 Unrealized +15.4%
TEXTAINER GROUP HOLDINGS LTD 0.0%
Value ($000) $19 Shares 500 Est. Cost $31.01 Unrealized
SYNTAX ETF TR 0.0%
Value ($000) $19 Shares 284 Est. Cost $68.19 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $19 Shares 490 Est. Cost $37.99 Unrealized -2.0%
EEMV ISHARES INC 0.0%
Value ($000) $18 Shares 340 Est. Cost $53.05 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $18 Shares 549 Est. Cost $30.40 Unrealized
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $18 Shares 69 Est. Cost $244.50 Unrealized +5.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $18 Shares 125 Est. Cost $138.49 Unrealized +4.2%
CB CHUBB LIMITED 0.0%
Value ($000) $17 Shares 86 Est. Cost $196.80 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $17 Shares 160 Est. Cost $78.05 Unrealized +30.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $17 Shares 20 Est. Cost $453.90 Unrealized +89.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 375 Est. Cost $27.63 Unrealized +65.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $17 Shares 561 Est. Cost $30.12 Unrealized +1.7%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $48.45 Unrealized -20.0%
SYNTAX ETF TR 0.0%
Value ($000) $17 Shares 452 Est. Cost $39.34 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $17 Shares 5,000 Est. Cost $3.63 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 150 Est. Cost $115.04 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $34.02 Unrealized +78.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $16 Shares 1,507 Est. Cost $13.60 Unrealized -8.2%
MS MORGAN STANLEY 0.0%
Value ($000) $16 Shares 200 Est. Cost $75.24 Unrealized +6.7%
SYNTAX ETF TR 0.0%
Value ($000) $16 Shares 443 Est. Cost $38.75 Unrealized
FND FLOOR &DECOR HLDGS INC 0.0%
Value ($000) $16 Shares 180 Est. Cost $101.84 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $16 Shares 291 Est. Cost $85.24 Unrealized -36.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $69.26 Unrealized +18.7%
NI NISOURCE INC 0.0%
Value ($000) $16 Shares 650 Est. Cost $26.33 Unrealized -4.9%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $6.33 Unrealized +39.0%
PCAR PACCAR INC 0.0%
Value ($000) $16 Shares 186 Est. Cost $76.71 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $16 Shares 150 Est. Cost $101.72 Unrealized -1.4%
DEUS DBX ETF TR 0.0%
Value ($000) $16 Shares 362 Est. Cost $42.17 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $15 Shares 355 Est. Cost $45.88 Unrealized
IDNA ISHARES TR 0.0%
Value ($000) $15 Shares 750 Est. Cost $25.17 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $15 Shares 320 Est. Cost $45.29 Unrealized 0.0%
EG EVEREST GROUP LTD 0.0%
Value ($000) $15 Shares 40 Est. Cost $348.87 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $51.34 Unrealized -31.5%
AGG ISHARES TR 0.0%
Value ($000) $14 Shares 153 Est. Cost $98.53 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $14 Shares 1,950 Est. Cost $7.55 Unrealized
UDOW PROSHARES TR 0.0%
Value ($000) $14 Shares 265 Est. Cost $56.75 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $14 Shares 284 Est. Cost $57.30 Unrealized -12.5%
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $14 Shares 125 Est. Cost $114.06 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $14 Shares 340 Est. Cost $43.71 Unrealized -8.2%
LIT GLOBAL X FDS 0.0%
Value ($000) $14 Shares 250 Est. Cost $65.02 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $14 Shares 216 Est. Cost $56.70 Unrealized +10.0%
EOG EOG RES INC 0.0%
Value ($000) $13 Shares 106 Est. Cost $97.88 Unrealized +19.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $13 Shares 155 Est. Cost $87.66 Unrealized
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.43 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $13 Shares 459 Est. Cost $32.96 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $13 Shares 95 Est. Cost $138.50 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $13 Shares 69 Est. Cost $191.00 Unrealized
STNG SCORPIO TANKERS INC 0.0%
Value ($000) $12 Shares 230 Est. Cost $54.12 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $12 Shares 167 Est. Cost $63.64 Unrealized +12.8%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.28 Unrealized
KELLANOVA 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.29 Unrealized -5.8%
PSX PHILLIPS 66 0.0%
Value ($000) $12 Shares 99 Est. Cost $75.39 Unrealized +37.1%
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $12 Shares 750 Est. Cost $14.93 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $12 Shares 1,202 Est. Cost $8.47 Unrealized +10.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $12 Shares 20 Est. Cost $546.40 Unrealized
COHEN &STEERS SELECT PFD & 0.0%
Value ($000) $12 Shares 650 Est. Cost $18.72 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $12 Shares 240 Est. Cost $45.88 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $88.47 Unrealized -26.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $12 Shares 149 Est. Cost $77.80 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $11 Shares 42 Est. Cost $203.02 Unrealized +37.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11 Shares 69 Est. Cost $228.80 Unrealized -26.7%
CWB SPDR SER TR 0.0%
Value ($000) $11 Shares 167 Est. Cost $64.34 Unrealized
CNX CNX RES CORP 0.0%
Value ($000) $11 Shares 500 Est. Cost $16.94 Unrealized +22.3%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $89.41 Unrealized +12.6%
KR KROGER CO 0.0%
Value ($000) $11 Shares 243 Est. Cost $44.64 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 263 Est. Cost $40.63 Unrealized -0.4%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $11 Shares 70 Est. Cost $107.01 Unrealized +42.3%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $11.42 Unrealized -11.6%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $10 Shares 196 Est. Cost $48.68 Unrealized +16.7%
BWA BORGWARNER INC 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.98 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $10 Shares 50 Est. Cost $233.56 Unrealized -18.7%
LIN LINDE PLC 0.0%
Value ($000) $10 Shares 27 Est. Cost $369.03 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $10 Shares 80 Est. Cost $103.96 Unrealized +14.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $10 Shares 727 Est. Cost $10.56 Unrealized +57.0%
SWBI SMITH &WESSON BRANDS INC 0.0%
Value ($000) $10 Shares 772 Est. Cost $13.18 Unrealized -5.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $10 Shares 80 Est. Cost $108.51 Unrealized +4.7%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 4,984 Est. Cost $1.87 Unrealized -12.0%
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $10 Shares 122 Est. Cost $62.30 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $62.04 Unrealized -37.5%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $76.55 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.65 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $9 Shares 11 Est. Cost $48.08 Unrealized +74.6%
GLOBAL X FDS 0.0%
Value ($000) $9 Shares 825 Est. Cost $14.54 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $100.59 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $8 Shares 256 Est. Cost $37.55 Unrealized -7.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $8 Shares 53 Est. Cost $151.77 Unrealized +4.7%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $182.92 Unrealized -15.0%
CMI CUMMINS INC 0.0%
Value ($000) $8 Shares 37 Est. Cost $196.18 Unrealized +16.5%
WELL WELLTOWER INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $71.84 Unrealized +8.8%
GCC WISDOMTREE TR 0.0%
Value ($000) $8 Shares 440 Est. Cost $18.22 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $109.50 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $8 Shares 285 Est. Cost $34.85 Unrealized -11.4%
BIIB BIOGEN INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $212.38 Unrealized +25.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $8 Shares 47 Est. Cost $159.13 Unrealized +0.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $8 Shares 28 Est. Cost $226.88 Unrealized +22.3%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.58 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $8 Shares 49 Est. Cost $161.83 Unrealized -7.3%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $8 Shares 330 Est. Cost $22.92 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $8 Shares 44 Est. Cost $173.48 Unrealized
ACI ALBERTSONS COS INC 0.0%
Value ($000) $7 Shares 325 Est. Cost $20.83 Unrealized 0.0%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $7 Shares 600 Est. Cost $40.25 Unrealized -39.6%
CCI CROWN CASTLE INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $142.54 Unrealized -36.6%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $7 Shares 165 Est. Cost $45.79 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $7 Shares 375 Est. Cost $18.33 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $7 Shares 450 Est. Cost $8.18 Unrealized +94.7%
CI THE CIGNA GROUP 0.0%
Value ($000) $7 Shares 25 Est. Cost $272.79 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 162 Est. Cost $41.71 Unrealized +2.3%
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $7 Shares 77 Est. Cost $82.80 Unrealized +12.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.60 Unrealized +18.7%
IDA IDACORP INC 0.0%
Value ($000) $7 Shares 74 Est. Cost $109.00 Unrealized -9.4%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $7 Shares 29 Est. Cost $248.07 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.56 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $7 Shares 74 Est. Cost $59.89 Unrealized +42.5%
OGN ORGANON &CO 0.0%
Value ($000) $7 Shares 377 Est. Cost $25.65 Unrealized -27.7%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.69 Unrealized -0.7%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 416 Est. Cost $10.40 Unrealized +42.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $6 Shares 47 Est. Cost $131.35 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $6 Shares 101 Est. Cost $58.29 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 39 Est. Cost $123.15 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $6 Shares 30 Est. Cost $306.47 Unrealized -30.6%
W WAYFAIR INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.85 Unrealized +31.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.80 Unrealized +16.1%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.56 Unrealized -19.7%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $6 Shares 218 Est. Cost $26.71 Unrealized -3.5%
ROST ROSS STORES INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $82.33 Unrealized +35.8%
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.93 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 40 Est. Cost $144.97 Unrealized
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $6 Shares 652 Est. Cost $9.96 Unrealized
BROOKLINE BANCORP INC DEL 0.0%
Value ($000) $5 Shares 600 Est. Cost $13.54 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $5 Shares 280 Est. Cost $15.72 Unrealized
RGR STURM RUGER &CO INC 0.0%
Value ($000) $5 Shares 103 Est. Cost $57.77 Unrealized -9.1%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $19.29 Unrealized
NUVEEN REAL ASSET INCOME &G 0.0%
Value ($000) $5 Shares 500 Est. Cost $11.42 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 160 Est. Cost $35.44 Unrealized -2.3%
IGOV ISHARES TR 0.0%
Value ($000) $5 Shares 140 Est. Cost $39.15 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.20 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.12 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $86.03 Unrealized -11.9%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $5 Shares 260 Est. Cost $23.01 Unrealized -9.9%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.17 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $5 Shares 94 Est. Cost $44.82 Unrealized +11.8%
ARTY ISHARES TR 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.04 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $5 Shares 56 Est. Cost $71.86 Unrealized
GTLB GITLAB INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $37.16 Unrealized +28.9%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $48.03 Unrealized +16.5%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4 Shares 65 Est. Cost $72.45 Unrealized
WMT WALMART INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $42.00 Unrealized +23.4%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $4 Shares 230 Est. Cost $33.27 Unrealized -29.8%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.72 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $4 Shares 241 Est. Cost $19.03 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $4 Shares 123 Est. Cost $34.38 Unrealized -2.0%
COHEN &STEERS QUALITY INCOM 0.0%
Value ($000) $4 Shares 408 Est. Cost $11.50 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.34 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $21.98 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $4 Shares 17 Est. Cost $225.24 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.94 Unrealized +17.9%
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $92.04 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $46.92 Unrealized +41.5%
SPAB SPDR SER TR 0.0%
Value ($000) $4 Shares 157 Est. Cost $25.13 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $4 Shares 110 Est. Cost $30.66 Unrealized
BALL BALL CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $58.57 Unrealized -9.9%
TRU TRANSUNION 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.45 Unrealized +2.6%
CHAMPIONX CORPORATION 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.99 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $4 Shares 44 Est. Cost $42.96 Unrealized +72.3%
ORGO ORGANOGENESIS HLDGS INC 0.0%
Value ($000) $3 Shares 1,100 Est. Cost $4.52 Unrealized -29.7%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.23 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $3 Shares 338 Est. Cost $11.37 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $3 Shares 43 Est. Cost $70.63 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $3 Shares 75 Est. Cost $32.61 Unrealized +31.9%
HST HOST HOTELS &RESORTS INC 0.0%
Value ($000) $3 Shares 195 Est. Cost $14.48 Unrealized -0.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $45.65 Unrealized
WAB WABTEC 0.0%
Value ($000) $3 Shares 28 Est. Cost $90.97 Unrealized +20.9%
ESGU ISHARES TR 0.0%
Value ($000) $3 Shares 31 Est. Cost $84.74 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.20 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $3 Shares 16 Est. Cost $174.38 Unrealized
HPQ HP INC 0.0%
Value ($000) $3 Shares 109 Est. Cost $27.01 Unrealized +3.5%
SMLF ISHARES TR 0.0%
Value ($000) $3 Shares 72 Est. Cost $49.67 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $3 Shares 25 Est. Cost $232.01 Unrealized -38.9%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.51 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $85.15 Unrealized +27.5%
VVX V2X INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $34.74 Unrealized +44.7%
CC CHEMOURS CO 0.0%
Value ($000) $3 Shares 90 Est. Cost $29.08 Unrealized +7.3%
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 114 Est. Cost $22.72 Unrealized
KTOS KRATOS DEFENSE &SEC SOLUTIO 0.0%
Value ($000) $2 Shares 165 Est. Cost $13.39 Unrealized +11.1%
NEO NEOGENOMICS INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.93 Unrealized +49.7%
VMAR VISION MARINE TECHNOLOGIES I 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $319494.38 Unrealized -38.8%
ZTO ZTO EXPRESS CAYMAN INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.93 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $41.33 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $2 Shares 70 Est. Cost $32.89 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $2 Shares 160 Est. Cost $19.85 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $2 Shares 50 Est. Cost $43.49 Unrealized +22.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $45.52 Unrealized +9.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.48 Unrealized +16.6%
KIE SPDR SER TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $40.60 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $47.60 Unrealized +7.1%
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $70.80 Unrealized -12.5%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.23 Unrealized +105.8%
DMXF ISHARES TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.27 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $2 Shares 40 Est. Cost $46.72 Unrealized -2.9%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2 Shares 65 Est. Cost $29.84 Unrealized +6.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $34.38 Unrealized +15.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $2 Shares 15 Est. Cost $148.29 Unrealized -10.1%
TDAY GANNETT CO INC 0.0%
Value ($000) $2 Shares 800 Est. Cost $2.43 Unrealized +13.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.95 Unrealized -12.9%
ESGD ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $65.74 Unrealized
CEF SPROTT PHYSICAL GOLD &SILVE 0.0%
Value ($000) $2 Shares 104 Est. Cost $17.93 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2 Shares 26 Est. Cost $103.89 Unrealized -33.8%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.81 Unrealized +9.6%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $27.96 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 57 Est. Cost $44.87 Unrealized -32.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.66 Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $2 Shares 162 Est. Cost $8.50 Unrealized +9.6%
EGRX EAGLE PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $36.69 Unrealized -51.0%
JD JD.COM INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $55.23 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
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 22 Est. Cost $67.05 Unrealized
PERFICIENT INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $69.84 Unrealized
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $1 Shares 46 Est. Cost $29.58 Unrealized +15.8%
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $473.67 Unrealized
SDGR SCHRODINGER INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $29.39 Unrealized +37.1%
TPC TUTOR PERINI CORP 0.0%
Value ($000) $1 Shares 175 Est. Cost $7.59 Unrealized +8.2%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.80 Unrealized -11.1%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $1 Shares 80 Est. Cost $32.64 Unrealized -39.0%
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
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $229.46 Unrealized +8.6%
SGU STAR GROUP L P 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.37 Unrealized +32.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $70.68 Unrealized 0.0%
GABELLI DIVID &INCOME TR 0.0%
Value ($000) $1 Shares 57 Est. Cost $20.45 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.73 Unrealized
EXSCIENTIA PLC 0.0%
Value ($000) $1 Shares 245 Est. Cost $5.33 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 45 Est. Cost $27.53 Unrealized
BIOVIE INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $7.77 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1 Shares 26 Est. Cost $37.30 Unrealized
ATLANTICA SUSTAINABLE INFR P 0.0%
Value ($000) $1 Shares 53 Est. Cost $25.91 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $1 Shares 260 Est. Cost $3.90 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $357.27 Unrealized +25.3%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.60 Unrealized
HARBORONE BANCORP INC NEW 0.0%
Value ($000) $1 Shares 89 Est. Cost $0.45 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.11 Unrealized +33.9%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.76 Unrealized -16.0%
ARKG ARK ETF TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $28.24 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 140 Est. Cost $3.29 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 165 Est. Cost $2.66 Unrealized +50.4%
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $1 Shares 85 Est. Cost $29.64 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.70 Unrealized +6.9%
MATTERPORT INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $2.17 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $1 Shares 40 Est. Cost $78.00 Unrealized -63.0%
VIZSLA SILVER CORP 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.15 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.66 Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.92 Unrealized
SLDP SOLID POWER INC 0.0%
Value ($000) $1 Shares 285 Est. Cost $6.32 Unrealized -62.5%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $53.23 Unrealized +51.9%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.25 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.82 Unrealized +6.6%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.39 Unrealized +7.5%
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 515 Est. Cost $2.29 Unrealized
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
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $146.61 Unrealized +11.1%
RNG RINGCENTRAL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.76 Unrealized -7.1%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $0 Shares 300 Est. Cost $6.87 Unrealized -78.9%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.21 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.05 Unrealized -13.6%
2SEVENTY BIO INC 0.0%
Value ($000) $0 Shares 66 Est. Cost $9.36 Unrealized
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $3.48 Unrealized
APPN APPIAN CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.42 Unrealized +18.5%
CGNX COGNEX CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.50 Unrealized -2.5%
CLNE CLEAN ENERGY FUELS CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.16 Unrealized -13.7%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.54 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 1 Est. Cost $111.53 Unrealized +29.1%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.16 Unrealized -35.3%
AAOI APPLIED OPTOELECTRONICS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $10.61 Unrealized 0.0%
FTCHQ FARFETCH LTD 0.0%
Value ($000) $0 Shares 50 Est. Cost $8.88 Unrealized -54.0%
MEOH METHANEX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.25 Unrealized +18.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.25 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.89 Unrealized +38.3%
OUST OUSTER INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $5.23 Unrealized +5.9%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $4.65 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.20 Unrealized
FIEE MINIM INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $3.74 Unrealized -28.0%
GEG GREAT ELM GROUP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $2.07 Unrealized -0.7%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
AVENUE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $1.13 Unrealized