BARRETT & COMPANY, INC. Diversified Active

CIK: 0000887602 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 25, 2024

Total Value ($000): $220,953 (100.0% shares, 0.0% debt)

Holdings (594)

VTI VANGUARD INDEX FDS 7.6%
Value ($000) $16,693 Shares 62,402 Est. Cost $213.78 Unrealized
NVDA NVIDIA CORPORATION 6.2%
Value ($000) $13,620 Shares 110,248 Est. Cost $93.40 Unrealized +8.2%
USMV ISHARES TR 5.2%
Value ($000) $11,503 Shares 137,003 Est. Cost $72.93 Unrealized
IVW ISHARES TR 4.8%
Value ($000) $10,596 Shares 114,506 Est. Cost $59.88 Unrealized
ILCV ISHARES TR 3.0%
Value ($000) $6,635 Shares 86,939 Est. Cost $63.75 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $6,540 Shares 31,049 Est. Cost $158.58 Unrealized +16.7%
IVV ISHARES TR 2.8%
Value ($000) $6,217 Shares 11,362 Est. Cost $386.62 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $5,417 Shares 28,033 Est. Cost $134.64 Unrealized +36.4%
XT ISHARES TR 2.3%
Value ($000) $5,162 Shares 87,736 Est. Cost $47.96 Unrealized
VUG VANGUARD INDEX FDS 2.2%
Value ($000) $4,770 Shares 12,753 Est. Cost $214.83 Unrealized
GOOGL ALPHABET INC 2.1%
Value ($000) $4,736 Shares 25,928 Est. Cost $129.65 Unrealized +29.1%
SLYG SPDR SER TR 2.0%
Value ($000) $4,355 Shares 50,727 Est. Cost $72.46 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 2.0%
Value ($000) $4,350 Shares 8,128 Est. Cost $449.29 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,291 Shares 9,600 Est. Cost $258.83 Unrealized +61.2%
VTV VANGUARD INDEX FDS 1.9%
Value ($000) $4,237 Shares 26,415 Est. Cost $140.31 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $4,147 Shares 70,712 Est. Cost $50.54 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $4,091 Shares 7,517 Est. Cost $420.06 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.8%
Value ($000) $3,985 Shares 97,780 Est. Cost $39.94 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $3,831 Shares 45,589 Est. Cost $75.47 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.4%
Value ($000) $3,135 Shares 63,430 Est. Cost $42.15 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $2,802 Shares 5,557 Est. Cost $284.14 Unrealized +70.1%
VB VANGUARD INDEX FDS 1.0%
Value ($000) $2,208 Shares 10,126 Est. Cost $218.03 Unrealized
JPM JPMORGAN CHASE &CO. 0.9%
Value ($000) $2,019 Shares 9,982 Est. Cost $131.34 Unrealized +44.0%
NEWT NEWTEKONE INC 0.9%
Value ($000) $2,009 Shares 159,824 Est. Cost $20.41 Unrealized -39.7%
CALF PACER FDS TR 0.8%
Value ($000) $1,875 Shares 43,037 Est. Cost $40.25 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,684 Shares 14,632 Est. Cost $81.36 Unrealized +35.3%
RDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,642 Shares 29,999 Est. Cost $44.37 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,587 Shares 9,624 Est. Cost $134.12 Unrealized +17.2%
MTB M &T BK CORP 0.7%
Value ($000) $1,575 Shares 10,407 Est. Cost $158.03 Unrealized -12.1%
CGGR CAPITAL GROUP GROWTH ETF 0.7%
Value ($000) $1,549 Shares 47,100 Est. Cost $25.73 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,503 Shares 8,231 Est. Cost $159.35 Unrealized
JNJ JOHNSON &JOHNSON 0.7%
Value ($000) $1,460 Shares 9,988 Est. Cost $152.69 Unrealized -7.4%
IWD ISHARES TR 0.6%
Value ($000) $1,375 Shares 7,882 Est. Cost $151.82 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,251 Shares 26,040 Est. Cost $47.42 Unrealized
BAC BANK AMERICA CORP 0.5%
Value ($000) $1,131 Shares 28,435 Est. Cost $29.58 Unrealized +24.5%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,072 Shares 21,217 Est. Cost $51.52 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,040 Shares 6,328 Est. Cost $141.26 Unrealized
TXT TEXTRON INC 0.5%
Value ($000) $1,033 Shares 12,030 Est. Cost $63.20 Unrealized +40.6%
ISHARES TR 0.5%
Value ($000) $1,022 Shares 40,669 Est. Cost $24.44 Unrealized
ISHARES TR 0.5%
Value ($000) $1,010 Shares 40,625 Est. Cost $24.35 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $992 Shares 6,341 Est. Cost $133.24 Unrealized +11.4%
MET METLIFE INC 0.4%
Value ($000) $967 Shares 13,778 Est. Cost $57.65 Unrealized +18.2%
LLY ELI LILLY &CO 0.4%
Value ($000) $953 Shares 1,052 Est. Cost $408.27 Unrealized +93.7%
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $937 Shares 12,074 Est. Cost $34.72 Unrealized +117.1%
IBDS ISHARES TR 0.4%
Value ($000) $910 Shares 38,339 Est. Cost $23.73 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $890 Shares 4,470 Est. Cost $145.61 Unrealized +25.2%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $874 Shares 1,748 Est. Cost $353.70 Unrealized
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $873 Shares 11,381 Est. Cost $75.29 Unrealized
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $866 Shares 13,767 Est. Cost $44.81 Unrealized
MRK MERCK &CO INC 0.4%
Value ($000) $843 Shares 6,810 Est. Cost $81.29 Unrealized +49.7%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $808 Shares 18,469 Est. Cost $39.05 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $795 Shares 26,795 Est. Cost $26.38 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $772 Shares 39,314 Est. Cost $20.69 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $766 Shares 9,375 Est. Cost $81.21 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $756 Shares 7,084 Est. Cost $94.69 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $716 Shares 9,850 Est. Cost $63.53 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $711 Shares 9,200 Est. Cost $75.24 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $710 Shares 3,175 Est. Cost $165.58 Unrealized +27.5%
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $698 Shares 18,613 Est. Cost $27.13 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $693 Shares 6,295 Est. Cost $78.03 Unrealized +37.7%
COWZ PACER FDS TR 0.3%
Value ($000) $687 Shares 12,599 Est. Cost $50.71 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value ($000) $641 Shares 19,417 Est. Cost $29.28 Unrealized
ISHARES TR 0.3%
Value ($000) $618 Shares 26,603 Est. Cost $23.29 Unrealized
XYL XYLEM INC 0.3%
Value ($000) $589 Shares 4,344 Est. Cost $87.27 Unrealized +52.9%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $575 Shares 1,500 Est. Cost $302.07 Unrealized +10.1%
ICOW PACER FDS TR 0.3%
Value ($000) $569 Shares 18,756 Est. Cost $29.21 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $562 Shares 4,557 Est. Cost $97.99 Unrealized
ORI OLD REP INTL CORP 0.3%
Value ($000) $561 Shares 18,155 Est. Cost $17.40 Unrealized +49.4%
DVYE ISHARES INC 0.2%
Value ($000) $541 Shares 19,912 Est. Cost $3.01 Unrealized
AON AON PLC 0.2%
Value ($000) $541 Shares 1,843 Est. Cost $292.51 Unrealized 0.0%
IBTE ISHARES TR 0.2%
Value ($000) $526 Shares 21,923 Est. Cost $23.87 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $521 Shares 21,878 Est. Cost $23.53 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $517 Shares 7,182 Est. Cost $72.01 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $505 Shares 2,947 Est. Cost $128.52 Unrealized +22.3%
IJS ISHARES TR 0.2%
Value ($000) $495 Shares 5,089 Est. Cost $91.37 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $481 Shares 6,428 Est. Cost $74.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $476 Shares 1,020 Est. Cost $381.55 Unrealized +15.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $468 Shares 919 Est. Cost $490.65 Unrealized -3.6%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $465 Shares 5,549 Est. Cost $82.57 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $464 Shares 2,683 Est. Cost $116.57 Unrealized +42.3%
IBTG ISHARES TR 0.2%
Value ($000) $463 Shares 20,424 Est. Cost $22.77 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $405 Shares 14,488 Est. Cost $40.27 Unrealized -38.5%
DVY ISHARES TR 0.2%
Value ($000) $405 Shares 3,345 Est. Cost $120.69 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $403 Shares 8,472 Est. Cost $40.27 Unrealized +12.5%
IBTH ISHARES TR 0.2%
Value ($000) $400 Shares 18,100 Est. Cost $22.18 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $397 Shares 11,901 Est. Cost $28.45 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $383 Shares 6,486 Est. Cost $86.66 Unrealized -32.5%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $382 Shares 7,351 Est. Cost $51.79 Unrealized
NKE NIKE INC 0.2%
Value ($000) $363 Shares 4,822 Est. Cost $101.57 Unrealized -11.7%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $359 Shares 7,381 Est. Cost $47.51 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $359 Shares 1,628 Est. Cost $182.38 Unrealized +21.4%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $358 Shares 3,018 Est. Cost $108.05 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $350 Shares 3,061 Est. Cost $89.56 Unrealized +28.8%
MINT PIMCO ETF TR 0.2%
Value ($000) $349 Shares 3,463 Est. Cost $98.64 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $341 Shares 3,434 Est. Cost $104.56 Unrealized +0.9%
GE GE AEROSPACE 0.1%
Value ($000) $329 Shares 2,072 Est. Cost $44.07 Unrealized +258.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $328 Shares 2,020 Est. Cost $173.70 Unrealized -7.4%
GLD SPDR GOLD TR 0.1%
Value ($000) $323 Shares 1,501 Est. Cost $169.73 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $322 Shares 2,494 Est. Cost $139.99 Unrealized -13.0%
HYG ISHARES TR 0.1%
Value ($000) $321 Shares 4,160 Est. Cost $73.64 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $321 Shares 2,949 Est. Cost $104.23 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $317 Shares 1,270 Est. Cost $245.61 Unrealized +1.9%
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $311 Shares 5,986 Est. Cost $27.04 Unrealized +65.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $307 Shares 7,393 Est. Cost $62.30 Unrealized -34.2%
LAM RESEARCH CORP 0.1%
Value ($000) $303 Shares 284 Est. Cost $665.32 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $302 Shares 9,578 Est. Cost $30.53 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $297 Shares 2,499 Est. Cost $84.78 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $291 Shares 7,048 Est. Cost $34.90 Unrealized +4.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $290 Shares 1,358 Est. Cost $162.15 Unrealized +13.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $288 Shares 708 Est. Cost $285.60 Unrealized +43.1%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $288 Shares 6,337 Est. Cost $45.56 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $280 Shares 3,344 Est. Cost $124.22 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $279 Shares 891 Est. Cost $218.69 Unrealized +27.7%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $265 Shares 1,093 Est. Cost $210.22 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $263 Shares 596 Est. Cost $325.17 Unrealized +38.9%
PBA PEMBINA PIPELINE CORP 0.1%
Value ($000) $260 Shares 7,002 Est. Cost $30.32 Unrealized +12.0%
IVE ISHARES TR 0.1%
Value ($000) $253 Shares 1,391 Est. Cost $145.09 Unrealized
COHEN &STEERS LTD DURATION 0.1%
Value ($000) $248 Shares 12,455 Est. Cost $19.02 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $246 Shares 1,600 Est. Cost $127.14 Unrealized +13.4%
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $245 Shares 44,350 Est. Cost $4.69 Unrealized -10.6%
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $242 Shares 11,098 Est. Cost $18.45 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $235 Shares 3,920 Est. Cost $38.69 Unrealized +44.1%
PEP PEPSICO INC 0.1%
Value ($000) $232 Shares 1,407 Est. Cost $158.95 Unrealized +2.1%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $231 Shares 1,029 Est. Cost $213.60 Unrealized -2.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $229 Shares 5,956 Est. Cost $36.93 Unrealized
T AT&T INC 0.1%
Value ($000) $223 Shares 11,693 Est. Cost $15.31 Unrealized +5.6%
IMCB ISHARES TR 0.1%
Value ($000) $222 Shares 3,167 Est. Cost $58.66 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $219 Shares 7,903 Est. Cost $27.18 Unrealized
ALC ALCON AG 0.1%
Value ($000) $214 Shares 2,400 Est. Cost $84.91 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $213 Shares 2,670 Est. Cost $77.51 Unrealized
ROYCE SMALL CAP TRUST INC 0.1%
Value ($000) $204 Shares 14,085 Est. Cost $13.26 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $195 Shares 1,875 Est. Cost $100.04 Unrealized +2.9%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $192 Shares 3,310 Est. Cost $62.54 Unrealized +1.5%
IUSG ISHARES TR 0.1%
Value ($000) $192 Shares 1,504 Est. Cost $81.50 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $188 Shares 555 Est. Cost $92.36 Unrealized +61.9%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $185 Shares 3,675 Est. Cost $50.13 Unrealized
ISCV ISHARES TR 0.1%
Value ($000) $179 Shares 3,093 Est. Cost $52.24 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $179 Shares 1,050 Est. Cost $148.06 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $178 Shares 568 Est. Cost $133.40 Unrealized +137.9%
KO COCA COLA CO 0.1%
Value ($000) $177 Shares 2,781 Est. Cost $56.24 Unrealized +4.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $176 Shares 692 Est. Cost $250.43 Unrealized +1.8%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $176 Shares 1,231 Est. Cost $113.91 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $173 Shares 2,150 Est. Cost $23.62 Unrealized +33.6%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $172 Shares 3,870 Est. Cost $43.67 Unrealized -4.3%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $168 Shares 789 Est. Cost $158.00 Unrealized +28.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $165 Shares 1,650 Est. Cost $91.31 Unrealized +3.2%
BX BLACKSTONE INC 0.1%
Value ($000) $164 Shares 1,326 Est. Cost $101.10 Unrealized +16.5%
LGLV SPDR SER TR 0.1%
Value ($000) $161 Shares 1,054 Est. Cost $135.66 Unrealized
NTRS NORTHERN TR CORP 0.1%
Value ($000) $160 Shares 1,900 Est. Cost $86.27 Unrealized -7.4%
IBTI ISHARES TR 0.1%
Value ($000) $158 Shares 7,250 Est. Cost $21.94 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $157 Shares 9,706 Est. Cost $2.27 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $157 Shares 1,422 Est. Cost $140.56 Unrealized
V VISA INC 0.1%
Value ($000) $153 Shares 581 Est. Cost $203.55 Unrealized +33.1%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $152 Shares 335 Est. Cost $297.04 Unrealized +42.6%
NBBK NB BANCORP INC 0.1%
Value ($000) $151 Shares 10,000 Est. Cost $13.97 Unrealized +4.3%
DGRO ISHARES TR 0.1%
Value ($000) $150 Shares 2,600 Est. Cost $50.00 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $149 Shares 4,799 Est. Cost $32.69 Unrealized -0.6%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $148 Shares 960 Est. Cost $154.13 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $145 Shares 641 Est. Cost $126.29 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $144 Shares 1,352 Est. Cost $106.86 Unrealized
MASI MASIMO CORP 0.1%
Value ($000) $143 Shares 1,133 Est. Cost $146.09 Unrealized -9.9%
IJH ISHARES TR 0.1%
Value ($000) $140 Shares 2,385 Est. Cost $96.97 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $140 Shares 705 Est. Cost $206.93 Unrealized -15.5%
IEMG ISHARES INC 0.1%
Value ($000) $136 Shares 2,543 Est. Cost $46.74 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $133 Shares 1,120 Est. Cost $107.32 Unrealized +8.4%
OLN OLIN CORP 0.1%
Value ($000) $131 Shares 2,786 Est. Cost $47.14 Unrealized +8.3%
DOV DOVER CORP 0.1%
Value ($000) $131 Shares 727 Est. Cost $123.01 Unrealized +42.9%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $131 Shares 7,000 Est. Cost $18.61 Unrealized
IBDT ISHARES TR 0.1%
Value ($000) $131 Shares 5,288 Est. Cost $24.73 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $128 Shares 926 Est. Cost $100.28 Unrealized +36.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $125 Shares 2,000 Est. Cost $61.50 Unrealized +1.0%
FDX FEDEX CORP 0.1%
Value ($000) $122 Shares 408 Est. Cost $202.93 Unrealized +24.1%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $122 Shares 4,194 Est. Cost $24.30 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $120 Shares 1,340 Est. Cost $54.56 Unrealized +52.3%
GSK GSK PLC 0.1%
Value ($000) $119 Shares 3,094 Est. Cost $35.14 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $117 Shares 1,588 Est. Cost $66.70 Unrealized +8.5%
TGT TARGET CORP 0.1%
Value ($000) $117 Shares 790 Est. Cost $142.93 Unrealized +3.5%
BA BOEING CO 0.1%
Value ($000) $117 Shares 640 Est. Cost $153.37 Unrealized +16.2%
HD HOME DEPOT INC 0.1%
Value ($000) $112 Shares 326 Est. Cost $272.08 Unrealized +20.4%
CPRT COPART INC 0.1%
Value ($000) $111 Shares 2,050 Est. Cost $37.00 Unrealized +47.5%
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $110 Shares 4,950 Est. Cost $22.46 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $110 Shares 1,092 Est. Cost $85.07 Unrealized +17.7%
STIP ISHARES TR 0.0%
Value ($000) $110 Shares 1,101 Est. Cost $96.97 Unrealized
SOXL DIREXION SHS ETF TR 0.0%
Value ($000) $108 Shares 1,956 Est. Cost $55.37 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $108 Shares 1,228 Est. Cost $84.23 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $108 Shares 2,494 Est. Cost $65.71 Unrealized -31.5%
WASH WASHINGTON TR BANCORP INC 0.0%
Value ($000) $107 Shares 3,907 Est. Cost $34.57 Unrealized -34.3%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $105 Shares 6,249 Est. Cost $13.42 Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $105 Shares 961 Est. Cost $128.70 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $105 Shares 9,000 Est. Cost $10.51 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $105 Shares 1,655 Est. Cost $68.92 Unrealized -6.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $104 Shares 430 Est. Cost $147.72 Unrealized +59.8%
CG CARLYLE GROUP INC 0.0%
Value ($000) $102 Shares 2,550 Est. Cost $40.68 Unrealized +0.7%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $102 Shares 2,694 Est. Cost $52.66 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $102 Shares 1,298 Est. Cost $65.65 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $99 Shares 505 Est. Cost $172.98 Unrealized +12.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $99 Shares 2,403 Est. Cost $34.16 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $98 Shares 339 Est. Cost $210.86 Unrealized +34.7%
FRANKLIN LTD DURATION INCOME 0.0%
Value ($000) $98 Shares 15,484 Est. Cost $6.21 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $95 Shares 289 Est. Cost $301.94 Unrealized +16.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $94 Shares 397 Est. Cost $185.90 Unrealized +27.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $93 Shares 513 Est. Cost $129.18 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $92 Shares 482 Est. Cost $155.77 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $92 Shares 1,038 Est. Cost $84.68 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $91 Shares 923 Est. Cost $124.12 Unrealized
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $91 Shares 12,555 Est. Cost $6.87 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $90 Shares 57 Est. Cost $1292.49 Unrealized +20.1%
GEV GE VERNOVA INC 0.0%
Value ($000) $87 Shares 510 Est. Cost $158.10 Unrealized 0.0%
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $87 Shares 8,952 Est. Cost $9.39 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $87 Shares 2,704 Est. Cost $31.37 Unrealized +3.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $85 Shares 2,181 Est. Cost $35.61 Unrealized +4.2%
LRGF ISHARES TR 0.0%
Value ($000) $83 Shares 1,496 Est. Cost $39.01 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $83 Shares 1,224 Est. Cost $57.86 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $81 Shares 547 Est. Cost $89.83 Unrealized +40.4%
IBB ISHARES TR 0.0%
Value ($000) $81 Shares 588 Est. Cost $131.35 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $80 Shares 1,150 Est. Cost $63.59 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $79 Shares 610 Est. Cost $125.44 Unrealized +10.2%
IDXX IDEXX LABS INC 0.0%
Value ($000) $78 Shares 160 Est. Cost $395.31 Unrealized +27.0%
SYNTAX ETF TR 0.0%
Value ($000) $78 Shares 1,800 Est. Cost $43.18 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $77 Shares 1,195 Est. Cost $64.12 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $77 Shares 485 Est. Cost $39.81 Unrealized +254.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $77 Shares 231 Est. Cost $172.21 Unrealized +96.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $76 Shares 523 Est. Cost $135.60 Unrealized
DOW DOW INC 0.0%
Value ($000) $76 Shares 1,437 Est. Cost $45.01 Unrealized +13.8%
UNP UNION PAC CORP 0.0%
Value ($000) $76 Shares 335 Est. Cost $204.23 Unrealized +10.4%
SHEL SHELL PLC 0.0%
Value ($000) $74 Shares 1,026 Est. Cost $57.00 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $70 Shares 655 Est. Cost $105.49 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $70 Shares 1,580 Est. Cost $66.98 Unrealized -31.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $70 Shares 1,530 Est. Cost $33.39 Unrealized +17.1%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $69 Shares 1,223 Est. Cost $62.96 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $69 Shares 156 Est. Cost $250.80 Unrealized +58.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $69 Shares 976 Est. Cost $72.24 Unrealized -6.4%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $68 Shares 645 Est. Cost $70.88 Unrealized +49.1%
FICS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $31.47 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $66 Shares 120 Est. Cost $556.68 Unrealized +2.3%
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $65 Shares 2,722 Est. Cost $22.39 Unrealized
MMM 3M CO 0.0%
Value ($000) $64 Shares 626 Est. Cost $93.65 Unrealized +0.7%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $64 Shares 1,675 Est. Cost $15.89 Unrealized +161.2%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $64 Shares 619 Est. Cost $64.52 Unrealized +39.2%
RDDT REDDIT INC 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $54.74 Unrealized -3.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 1,331 Est. Cost $40.51 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $63 Shares 237 Est. Cost $170.57 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $62 Shares 474 Est. Cost $57.98 Unrealized +115.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $61 Shares 563 Est. Cost $121.23 Unrealized -12.4%
IWR ISHARES TR 0.0%
Value ($000) $61 Shares 749 Est. Cost $67.54 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $61 Shares 4,832 Est. Cost $10.83 Unrealized +2.8%
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $61 Shares 2,138 Est. Cost $26.51 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $60 Shares 1,361 Est. Cost $37.82 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $59 Shares 88 Est. Cost $25.90 Unrealized +141.2%
BP BP PLC 0.0%
Value ($000) $58 Shares 1,598 Est. Cost $34.93 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $57 Shares 950 Est. Cost $54.41 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $57 Shares 297 Est. Cost $218.18 Unrealized -18.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $57 Shares 118 Est. Cost $303.56 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $56.42 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $56 Shares 716 Est. Cost $64.72 Unrealized +10.9%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $55 Shares 6,600 Est. Cost $8.39 Unrealized
ITT ITT INC 0.0%
Value ($000) $55 Shares 424 Est. Cost $72.91 Unrealized +80.1%
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $54 Shares 6,000 Est. Cost $9.06 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $54 Shares 320 Est. Cost $42.42 Unrealized
IBIC ISHARES TR 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.56 Unrealized
ISHARES TR 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $25.53 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $51 Shares 106 Est. Cost $440.45 Unrealized +10.4%
CTVA CORTEVA INC 0.0%
Value ($000) $50 Shares 921 Est. Cost $53.52 Unrealized +1.0%
DON WISDOMTREE TR 0.0%
Value ($000) $49 Shares 1,050 Est. Cost $42.05 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $48 Shares 210 Est. Cost $179.76 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $48 Shares 539 Est. Cost $86.91 Unrealized +1.0%
NOW SERVICENOW INC 0.0%
Value ($000) $47 Shares 60 Est. Cost $90.05 Unrealized +62.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $47 Shares 615 Est. Cost $74.26 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $46 Shares 594 Est. Cost $71.08 Unrealized +14.5%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $46 Shares 3,250 Est. Cost $12.33 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $45 Shares 261 Est. Cost $161.54 Unrealized +1.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $45 Shares 580 Est. Cost $78.36 Unrealized -0.4%
BLACKROCK INC 0.0%
Value ($000) $45 Shares 57 Est. Cost $712.72 Unrealized
IBID ISHARES TR 0.0%
Value ($000) $45 Shares 1,750 Est. Cost $25.57 Unrealized
IBIE ISHARES TR 0.0%
Value ($000) $45 Shares 1,750 Est. Cost $25.57 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $45 Shares 145 Est. Cost $173.14 Unrealized +71.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $44 Shares 503 Est. Cost $84.53 Unrealized -2.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $34.59 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $44 Shares 275 Est. Cost $107.88 Unrealized +49.7%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 481 Est. Cost $87.16 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $44 Shares 216 Est. Cost $207.64 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $44 Shares 1,052 Est. Cost $34.05 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $43 Shares 78 Est. Cost $431.47 Unrealized +12.2%
PBI PITNEY BOWES INC 0.0%
Value ($000) $43 Shares 8,500 Est. Cost $3.21 Unrealized +48.8%
IEF ISHARES TR 0.0%
Value ($000) $43 Shares 460 Est. Cost $95.78 Unrealized
INTU INTUIT 0.0%
Value ($000) $43 Shares 65 Est. Cost $422.65 Unrealized +45.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $43 Shares 900 Est. Cost $40.46 Unrealized +20.6%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $43 Shares 4,945 Est. Cost $8.60 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $43 Shares 76 Est. Cost $401.15 Unrealized +32.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 540 Est. Cost $90.74 Unrealized -15.4%
PPG PPG INDS INC 0.0%
Value ($000) $42 Shares 336 Est. Cost $116.24 Unrealized +9.6%
S SENTINELONE INC 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $26.13 Unrealized -21.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $42 Shares 600 Est. Cost $48.82 Unrealized +42.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $42 Shares 305 Est. Cost $158.58 Unrealized -7.8%
IGSB ISHARES TR 0.0%
Value ($000) $41 Shares 800 Est. Cost $49.83 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $41 Shares 1,535 Est. Cost $18.01 Unrealized +38.8%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $41 Shares 275 Est. Cost $153.36 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $41 Shares 346 Est. Cost $102.88 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $40 Shares 339 Est. Cost $81.70 Unrealized +30.7%
NUVEEN REAL ASSET INCOME &G 0.0%
Value ($000) $40 Shares 3,250 Est. Cost $11.91 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $39 Shares 120 Est. Cost $143.62 Unrealized +118.4%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $39 Shares 118 Est. Cost $210.38 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $39 Shares 909 Est. Cost $33.40 Unrealized +14.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $39 Shares 67 Est. Cost $321.30 Unrealized
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $24.31 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $38 Shares 2,250 Est. Cost $14.15 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $38 Shares 532 Est. Cost $75.73 Unrealized -6.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $39.22 Unrealized -29.7%
IRM IRON MTN INC DEL 0.0%
Value ($000) $36 Shares 400 Est. Cost $49.91 Unrealized +53.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $35 Shares 70 Est. Cost $371.92 Unrealized +23.9%
CSX CSX CORP 0.0%
Value ($000) $35 Shares 1,046 Est. Cost $29.60 Unrealized +11.9%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $34 Shares 5,365 Est. Cost $15.95 Unrealized -56.9%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $34 Shares 125 Est. Cost $265.63 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $34 Shares 2,500 Est. Cost $13.11 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $34 Shares 335 Est. Cost $81.10 Unrealized +12.6%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $33 Shares 150 Est. Cost $109.20 Unrealized +110.7%
EATON VANCE SHORT DURATION D 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $10.19 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $32 Shares 233 Est. Cost $124.00 Unrealized +1.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $32 Shares 160 Est. Cost $78.05 Unrealized +158.8%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $32 Shares 994 Est. Cost $32.25 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 536 Est. Cost $41.61 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $30 Shares 100 Est. Cost $274.70 Unrealized +9.0%
IEX IDEX CORP 0.0%
Value ($000) $30 Shares 150 Est. Cost $210.03 Unrealized +1.6%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $30 Shares 3,250 Est. Cost $8.68 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $30 Shares 20 Est. Cost $453.90 Unrealized +184.7%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $29 Shares 293 Est. Cost $60.82 Unrealized +60.5%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 300 Est. Cost $81.03 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $29 Shares 300 Est. Cost $72.91 Unrealized +22.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $29 Shares 75 Est. Cost $397.37 Unrealized -0.3%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $29 Shares 1,217 Est. Cost $23.49 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $29 Shares 3,482 Est. Cost $8.00 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 750 Est. Cost $38.14 Unrealized
CBUS CIBUS INC 0.0%
Value ($000) $29 Shares 2,899 Est. Cost $18.39 Unrealized -17.8%
VEEV VEEVA SYS INC 0.0%
Value ($000) $28 Shares 155 Est. Cost $199.77 Unrealized -0.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $28 Shares 477 Est. Cost $39.37 Unrealized +44.4%
CRM SALESFORCE INC 0.0%
Value ($000) $28 Shares 110 Est. Cost $239.75 Unrealized +10.4%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $28 Shares 1,433 Est. Cost $20.87 Unrealized -17.3%
DE DEERE &CO 0.0%
Value ($000) $28 Shares 75 Est. Cost $326.53 Unrealized +16.5%
XAR SPDR SER TR 0.0%
Value ($000) $28 Shares 200 Est. Cost $110.05 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $28 Shares 1,400 Est. Cost $14.79 Unrealized +19.9%
ORCL ORACLE CORP 0.0%
Value ($000) $28 Shares 195 Est. Cost $70.16 Unrealized +74.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $27 Shares 200 Est. Cost $144.67 Unrealized -9.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 375 Est. Cost $27.63 Unrealized +151.6%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $200.84 Unrealized -31.2%
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $26 Shares 445 Est. Cost $42.42 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC 0.0%
Value ($000) $26 Shares 3,500 Est. Cost $6.50 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $10.94 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $26 Shares 400 Est. Cost $62.81 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $26 Shares 30 Est. Cost $513.44 Unrealized +50.7%
IEI ISHARES TR 0.0%
Value ($000) $25 Shares 220 Est. Cost $114.97 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $25 Shares 4,670 Est. Cost $5.07 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $51.17 Unrealized +0.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $24 Shares 125 Est. Cost $138.49 Unrealized +33.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $24 Shares 100 Est. Cost $203.27 Unrealized +16.4%
SPSM SPDR SER TR 0.0%
Value ($000) $23 Shares 562 Est. Cost $38.84 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $23 Shares 350 Est. Cost $57.64 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $23 Shares 75 Est. Cost $183.38 Unrealized +72.4%
IBDU ISHARES TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.82 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $23 Shares 96 Est. Cost $182.98 Unrealized
UNILEVER PLC 0.0%
Value ($000) $22 Shares 400 Est. Cost $50.03 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $22 Shares 70 Est. Cost $107.01 Unrealized +181.4%
CB CHUBB LIMITED 0.0%
Value ($000) $21 Shares 84 Est. Cost $196.80 Unrealized +28.4%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $21 Shares 2,467 Est. Cost $8.21 Unrealized
SYNTAX ETF TR 0.0%
Value ($000) $21 Shares 284 Est. Cost $68.19 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $21 Shares 511 Est. Cost $39.04 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $20 Shares 20 Est. Cost $546.40 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $20 Shares 150 Est. Cost $115.04 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $20 Shares 562 Est. Cost $32.46 Unrealized -0.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $108.77 Unrealized +22.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $34.02 Unrealized +95.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $20 Shares 549 Est. Cost $30.40 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $19 Shares 340 Est. Cost $53.05 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $69.26 Unrealized +35.3%
SYNTAX ETF TR 0.0%
Value ($000) $19 Shares 443 Est. Cost $38.75 Unrealized
VFMO VANGUARD WELLINGTON FD 0.0%
Value ($000) $19 Shares 125 Est. Cost $114.06 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $19 Shares 650 Est. Cost $26.33 Unrealized +2.2%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $48.45 Unrealized -23.4%
TLT ISHARES TR 0.0%
Value ($000) $18 Shares 200 Est. Cost $98.88 Unrealized
DEUS DBX ETF TR 0.0%
Value ($000) $18 Shares 362 Est. Cost $42.17 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $89.41 Unrealized +101.0%
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 425 Est. Cost $45.24 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $3.63 Unrealized
SPXL DIREXION SHS ETF TR 0.0%
Value ($000) $18 Shares 122 Est. Cost $49.36 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $18 Shares 350 Est. Cost $53.87 Unrealized -11.4%
AVGO BROADCOM INC 0.0%
Value ($000) $18 Shares 11 Est. Cost $110.64 Unrealized +24.4%
IGF ISHARES TR 0.0%
Value ($000) $18 Shares 368 Est. Cost $45.94 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $101.72 Unrealized +4.1%
EXC EXELON CORP 0.0%
Value ($000) $17 Shares 492 Est. Cost $37.99 Unrealized -8.6%
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 264 Est. Cost $40.63 Unrealized +44.5%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $17 Shares 1,044 Est. Cost $14.48 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $16 Shares 561 Est. Cost $30.12 Unrealized -2.3%
EIX EDISON INTL 0.0%
Value ($000) $16 Shares 216 Est. Cost $56.70 Unrealized +18.4%
TILRAY BRANDS INC 0.0%
Value ($000) $15 Shares 9,257 Est. Cost $2.47 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $15 Shares 340 Est. Cost $43.71 Unrealized -4.0%
EG EVEREST GROUP LTD 0.0%
Value ($000) $15 Shares 40 Est. Cost $348.87 Unrealized +5.7%
O REALTY INCOME CORP 0.0%
Value ($000) $15 Shares 284 Est. Cost $57.30 Unrealized -15.1%
AGG ISHARES TR 0.0%
Value ($000) $15 Shares 153 Est. Cost $98.53 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $15 Shares 750 Est. Cost $14.93 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $14 Shares 95 Est. Cost $138.50 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $14 Shares 300 Est. Cost $38.07 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $14 Shares 42 Est. Cost $203.02 Unrealized +64.2%
PSX PHILLIPS 66 0.0%
Value ($000) $14 Shares 100 Est. Cost $76.03 Unrealized +83.6%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 69 Est. Cost $191.00 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $14 Shares 110 Est. Cost $98.21 Unrealized +24.4%
UDOW PROSHARES TR 0.0%
Value ($000) $14 Shares 174 Est. Cost $56.75 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $14 Shares 727 Est. Cost $10.56 Unrealized +46.4%
ARKQ ARK ETF TR 0.0%
Value ($000) $14 Shares 247 Est. Cost $54.71 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $13 Shares 69 Est. Cost $228.80 Unrealized -23.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $6.33 Unrealized +11.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.42 Unrealized +9.9%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $119.01 Unrealized +9.3%
COHEN &STEERS SELECT PFD & 0.0%
Value ($000) $13 Shares 650 Est. Cost $18.72 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $13 Shares 125 Est. Cost $137.34 Unrealized -29.0%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $13 Shares 167 Est. Cost $63.64 Unrealized +11.1%
EFV ISHARES TR 0.0%
Value ($000) $13 Shares 240 Est. Cost $45.88 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $13 Shares 1,179 Est. Cost $8.47 Unrealized +20.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $12 Shares 80 Est. Cost $108.51 Unrealized +25.7%
CWB SPDR SER TR 0.0%
Value ($000) $12 Shares 167 Est. Cost $64.34 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.61 Unrealized +6.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 450 Est. Cost $8.18 Unrealized +175.2%
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 275 Est. Cost $32.65 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $11 Shares 28 Est. Cost $226.88 Unrealized +56.3%
CE CELANESE CORP DEL 0.0%
Value ($000) $11 Shares 80 Est. Cost $103.96 Unrealized +44.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $11 Shares 54 Est. Cost $151.89 Unrealized +16.0%
RYN RAYONIER INC 0.0%
Value ($000) $11 Shares 363 Est. Cost $32.96 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $11 Shares 400 Est. Cost $13.93 Unrealized +72.1%
SMH VANECK ETF TRUST 0.0%
Value ($000) $10 Shares 40 Est. Cost $144.97 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $71.84 Unrealized +32.3%
IJT ISHARES TR 0.0%
Value ($000) $10 Shares 80 Est. Cost $100.59 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $10 Shares 330 Est. Cost $22.92 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $10 Shares 75 Est. Cost $32.61 Unrealized +208.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 1,293 Est. Cost $13.60 Unrealized -41.1%
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $9 Shares 40 Est. Cost $244.50 Unrealized -6.8%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $9 Shares 46 Est. Cost $274.39 Unrealized -30.2%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $9 Shares 50 Est. Cost $233.56 Unrealized -23.5%
EBAY EBAY INC. 0.0%
Value ($000) $9 Shares 165 Est. Cost $41.73 Unrealized +21.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $9 Shares 43 Est. Cost $159.13 Unrealized +31.3%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 3,834 Est. Cost $1.87 Unrealized +62.6%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $9 Shares 256 Est. Cost $37.55 Unrealized -3.3%
IBTJ ISHARES TR 0.0%
Value ($000) $9 Shares 400 Est. Cost $21.50 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $8 Shares 44 Est. Cost $173.48 Unrealized
GCC WISDOMTREE TR 0.0%
Value ($000) $8 Shares 440 Est. Cost $18.22 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $8 Shares 108 Est. Cost $85.24 Unrealized -16.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $8 Shares 74 Est. Cost $59.89 Unrealized +64.7%
CHD CHURCH &DWIGHT CO INC 0.0%
Value ($000) $8 Shares 78 Est. Cost $83.07 Unrealized +24.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 39 Est. Cost $123.15 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $8 Shares 218 Est. Cost $26.71 Unrealized +22.8%
CCI CROWN CASTLE INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $142.54 Unrealized -37.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $8 Shares 47 Est. Cost $131.35 Unrealized +18.7%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $8 Shares 29 Est. Cost $248.07 Unrealized
IBTK ISHARES TR 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.42 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $8 Shares 200 Est. Cost $36.56 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $8 Shares 52 Est. Cost $82.33 Unrealized +65.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $8 Shares 55 Est. Cost $95.80 Unrealized +37.5%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $7 Shares 165 Est. Cost $45.79 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $7 Shares 40 Est. Cost $183.90 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $42.64 Unrealized +10.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $7 Shares 100 Est. Cost $87.66 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $7 Shares 375 Est. Cost $18.33 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $212.38 Unrealized +2.3%
IDA IDACORP INC 0.0%
Value ($000) $7 Shares 74 Est. Cost $109.00 Unrealized -13.9%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $7 Shares 130 Est. Cost $60.70 Unrealized 0.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.20 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 200 Est. Cost $42.17 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $62.04 Unrealized -61.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $7 Shares 101 Est. Cost $56.73 Unrealized +14.9%
ANIK ANIKA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 260 Est. Cost $23.01 Unrealized +12.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.69 Unrealized +2.2%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $69.56 Unrealized -19.7%
VLTO VERALTO CORP 0.0%
Value ($000) $6 Shares 63 Est. Cost $73.75 Unrealized +28.7%
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.93 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.29 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $6 Shares 62 Est. Cost $46.92 Unrealized +95.6%
ARKF ARK ETF TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $15.72 Unrealized
WMT WALMART INC 0.0%
Value ($000) $5 Shares 81 Est. Cost $51.36 Unrealized +20.7%
NTRA NATERA INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $47.60 Unrealized +113.4%
HE HAWAIIAN ELEC INDUSTRIES 0.0%
Value ($000) $5 Shares 600 Est. Cost $40.25 Unrealized -74.2%
IGOV ISHARES TR 0.0%
Value ($000) $5 Shares 140 Est. Cost $39.15 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $5 Shares 100 Est. Cost $63.17 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.34 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $52.85 Unrealized +12.4%
GLOBAL X FDS 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.12 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $5 Shares 104 Est. Cost $48.68 Unrealized +8.9%
NTR NUTRIEN LTD 0.0%
Value ($000) $5 Shares 101 Est. Cost $58.29 Unrealized -11.0%
UNM UNUM GROUP 0.0%
Value ($000) $5 Shares 99 Est. Cost $45.55 Unrealized +13.6%
IWB ISHARES TR 0.0%
Value ($000) $5 Shares 17 Est. Cost $225.24 Unrealized
BROOKLINE BANCORP INC DEL 0.0%
Value ($000) $5 Shares 600 Est. Cost $13.54 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.04 Unrealized
OGN ORGANON &CO 0.0%
Value ($000) $5 Shares 240 Est. Cost $25.65 Unrealized -27.2%
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 104 Est. Cost $35.79 Unrealized +24.0%
COHEN &STEERS QUALITY INCOM 0.0%
Value ($000) $5 Shares 408 Est. Cost $11.50 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $5 Shares 123 Est. Cost $34.38 Unrealized +5.6%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $5 Shares 94 Est. Cost $44.82 Unrealized +13.2%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 65 Est. Cost $72.45 Unrealized
WAB WABTEC 0.0%
Value ($000) $4 Shares 28 Est. Cost $90.97 Unrealized +74.2%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $4 Shares 44 Est. Cost $42.96 Unrealized +115.2%
SMLF ISHARES TR 0.0%
Value ($000) $4 Shares 72 Est. Cost $49.67 Unrealized
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.58 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $4 Shares 195 Est. Cost $21.98 Unrealized
RGR STURM RUGER &CO INC 0.0%
Value ($000) $4 Shares 103 Est. Cost $57.77 Unrealized -23.2%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.94 Unrealized +21.3%
MBB ISHARES TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $92.04 Unrealized
GREK GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.01 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $4 Shares 157 Est. Cost $25.13 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $4 Shares 338 Est. Cost $11.37 Unrealized
HPQ HP INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $27.01 Unrealized +10.0%
TPC TUTOR PERINI CORP 0.0%
Value ($000) $4 Shares 175 Est. Cost $7.59 Unrealized +142.2%
ADAM NEW YORK MTG TR INC 0.0%
Value ($000) $4 Shares 652 Est. Cost $9.96 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $4 Shares 43 Est. Cost $70.63 Unrealized
KR KROGER CO 0.0%
Value ($000) $4 Shares 75 Est. Cost $52.03 Unrealized 0.0%
TDAY GANNETT CO INC 0.0%
Value ($000) $4 Shares 800 Est. Cost $2.43 Unrealized +37.8%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $292.00 Unrealized -4.7%
SWBI SMITH &WESSON BRANDS INC 0.0%
Value ($000) $3 Shares 235 Est. Cost $13.18 Unrealized +24.6%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $3 Shares 150 Est. Cost $21.23 Unrealized
CHAMPIONX CORPORATION 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.99 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $3 Shares 25 Est. Cost $232.01 Unrealized -42.0%
KTOS KRATOS DEFENSE &SEC SOLUTIO 0.0%
Value ($000) $3 Shares 165 Est. Cost $13.39 Unrealized +46.0%
XYZ BLOCK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $70.80 Unrealized -1.2%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 69 Est. Cost $45.65 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $34.38 Unrealized +81.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $3 Shares 65 Est. Cost $29.84 Unrealized +41.2%
MTDR MATADOR RES CO 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.80 Unrealized 0.0%
EUSB ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.20 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $3 Shares 70 Est. Cost $32.89 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.45 Unrealized -27.7%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 39 Est. Cost $60.28 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.51 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $3 Shares 53 Est. Cost $40.60 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $3 Shares 114 Est. Cost $22.72 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $106.06 Unrealized +9.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2 Shares 26 Est. Cost $103.89 Unrealized -14.8%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $48.03 Unrealized -23.8%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $2 Shares 160 Est. Cost $17.91 Unrealized 0.0%
VVX V2X INC 0.0%
Value ($000) $2 Shares 49 Est. Cost $34.74 Unrealized +36.3%
CEF SPROTT PHYSICAL GOLD &SILVE 0.0%
Value ($000) $2 Shares 104 Est. Cost $17.93 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 58 Est. Cost $44.75 Unrealized -15.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 230 Est. Cost $33.27 Unrealized -63.3%
DT DYNATRACE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $46.07 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $2 Shares 9 Est. Cost $308.48 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $2 Shares 100 Est. Cost $8.40 Unrealized +92.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $106.48 Unrealized +8.9%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 Shares 75 Est. Cost $34.85 Unrealized -23.0%
ICLN ISHARES TR 0.0%
Value ($000) $2 Shares 160 Est. Cost $19.85 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $2 Shares 27 Est. Cost $65.74 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 47 Est. Cost $45.52 Unrealized +1.3%
GDX VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.66 Unrealized
GME GAMESTOP CORP NEW 0.0%
Value ($000) $2 Shares 80 Est. Cost $32.64 Unrealized -39.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.95 Unrealized -10.8%
INMD INMODE LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.37 Unrealized 0.0%
HST HOST HOTELS &RESORTS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.48 Unrealized +17.3%
ICHR ICHOR HOLDINGS 0.0%
Value ($000) $2 Shares 46 Est. Cost $29.58 Unrealized +28.8%
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
CC CHEMOURS CO 0.0%
Value ($000) $2 Shares 70 Est. Cost $29.08 Unrealized -16.0%
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 22 Est. Cost $67.05 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.07 Unrealized
GABELLI DIVID &INCOME TR 0.0%
Value ($000) $1 Shares 60 Est. Cost $20.55 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $1 Shares 40 Est. Cost $46.72 Unrealized -22.6%
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 +8.2%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 12 Est. Cost $148.29 Unrealized -25.9%
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.84 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $70.68 Unrealized -10.7%
VZLA VIZSLA SILVER CORP 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.57 Unrealized 0.0%
SGU STAR GROUP L P 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.37 Unrealized +14.8%
GLOBAL X FDS 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.54 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.60 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $1 Shares 260 Est. Cost $3.90 Unrealized
HARBORONE BANCORP INC NEW 0.0%
Value ($000) $1 Shares 5,089 Est. Cost $0.21 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $17.80 Unrealized -46.6%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.11 Unrealized +41.9%
VMAR VISION MARINE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $319494.38 Unrealized -89.6%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.87 Unrealized -65.7%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 165 Est. Cost $2.66 Unrealized +51.4%
VAC MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $1 Shares 7 Est. Cost $135.76 Unrealized -30.1%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.82 Unrealized +77.9%
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 40 Est. Cost $3.29 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $41.25 Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $29.64 Unrealized -86.5%
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
AOUT AMERICAN OUTDOOR BRANDS INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $8.50 Unrealized -2.3%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.96 Unrealized +44.4%
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 80 Est. Cost $4.05 Unrealized -30.0%
MEOH METHANEX CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.25 Unrealized +37.5%
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 28 Est. Cost $8.54 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $26.16 Unrealized -56.9%
FIEE MINIM INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $3.74 Unrealized +5.7%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $4.65 Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $18.13 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.25 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.50 Unrealized
GEG GREAT ELM GROUP INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $2.07 Unrealized -11.4%