SIT INVESTMENT ASSOCIATES INC Diversified Active

CIK: 0000769317 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value ($000): $3,569 (100.0% shares, 0.0% debt)

Holdings (542)

CORNERSTONE STRATEGIC VALUE FD 3.9%
Value ($000) $139 Shares 18,838,292 Est. Cost $8.58 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $86 Shares 661,852 Est. Cost $86.14 Unrealized +63.3%
MSFT MICROSOFT CORP 2.4%
Value ($000) $84 Shares 351,627 Est. Cost $29.79 Unrealized +685.8%
PUTNAM PREMIER INCOME TRUST PP 1.7%
Value ($000) $62 Shares 17,175,182 Est. Cost $4.35 Unrealized
BLACKROCK CORP HIGH YIELD FD H 1.7%
Value ($000) $61 Shares 6,981,693 Est. Cost $0.30 Unrealized
PUTNAM MASTER INTERMEDIATE INC 1.5%
Value ($000) $55 Shares 17,253,383 Est. Cost $4.25 Unrealized
BLACKROCK CREDIT ALLOCATION IN 1.5%
Value ($000) $53 Shares 5,207,917 Est. Cost $12.01 Unrealized
MFS INTERMEDIATE INCOME TRUST 1.4%
Value ($000) $52 Shares 18,661,151 Est. Cost $3.77 Unrealized
EATON VANCE LIMITED DURATION I 1.4%
Value ($000) $50 Shares 5,351,036 Est. Cost $12.54 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $50 Shares 89,347 Est. Cost $22.31 Unrealized +113.4%
NUVEEN AMT-FREE QUALITY MUNI I 1.3%
Value ($000) $47 Shares 4,127,679 Est. Cost $11.95 Unrealized
NUVEEN PREFERRED & INCOME SEC 1.3%
Value ($000) $45 Shares 6,674,460 Est. Cost $6.34 Unrealized
CORNERSTONE TOTAL RETURN FD CR 1.2%
Value ($000) $43 Shares 6,114,278 Est. Cost $8.35 Unrealized
NUVEEN QUALITY MUNICIPAL INC F 1.1%
Value ($000) $40 Shares 3,389,900 Est. Cost $10.43 Unrealized
WA INFLATION-LINKED OPP & INC 1.1%
Value ($000) $40 Shares 4,345,846 Est. Cost $11.97 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $38 Shares 72,337 Est. Cost $105.98 Unrealized +372.2%
DOUBLELINE OPP CREDIT FD DBL 1.0%
Value ($000) $37 Shares 2,515,766 Est. Cost $18.62 Unrealized
VIRTUS TOTAL RETURN FUND INC Z 1.0%
Value ($000) $36 Shares 5,495,498 Est. Cost $6.26 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $34 Shares 191,594 Est. Cost $75.25 Unrealized +108.7%
CB CHUBB LTD 0.9%
Value ($000) $31 Shares 140,819 Est. Cost $127.45 Unrealized +56.9%
DWS MUNICIPAL INCOME TRUST KTF 0.9%
Value ($000) $31 Shares 3,600,672 Est. Cost $9.49 Unrealized
BLACKROCK INCOME TR INC BKT 0.8%
Value ($000) $30 Shares 2,455,173 Est. Cost $0.01 Unrealized
GOOGL ALPHABET INC - CL A 0.8%
Value ($000) $30 Shares 337,414 Est. Cost $106.75 Unrealized -11.6%
XXINSIXX INSIGHT SELECT INCOME FD INSI 0.8%
Value ($000) $29 Shares 1,906,757 Est. Cost $17.31 Unrealized
COP CONOCOPHILLIPS 0.8%
Value ($000) $28 Shares 237,350 Est. Cost $73.16 Unrealized +49.5%
XAXCX INVESCO DYNAMIC CREDIT OPP FD 0.7%
Value ($000) $25 Shares 2,228,420 Est. Cost $12.45 Unrealized
NUVEEN MULTI-MARKET INC FD JMM 0.7%
Value ($000) $25 Shares 4,206,920 Est. Cost $7.26 Unrealized
TCW STRATEGIC INCOME FD TSI 0.7%
Value ($000) $25 Shares 5,316,198 Est. Cost $4.24 Unrealized
NUVEEN MORTGAGE & INCOME FD JL 0.7%
Value ($000) $24 Shares 1,500,440 Est. Cost $19.26 Unrealized
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $24 Shares 90,424 Est. Cost $99.74 Unrealized +164.8%
AMAT APPLIED MATERIALS INC 0.7%
Value ($000) $24 Shares 244,740 Est. Cost $26.61 Unrealized +250.6%
PEP PEPSICO INC 0.7%
Value ($000) $23 Shares 129,879 Est. Cost $64.75 Unrealized +148.5%
RIVERNORTH DOUBLELINE STR OPP 0.6%
Value ($000) $22 Shares 2,544,475 Est. Cost $9.85 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $22 Shares 39,422 Est. Cost $285.48 Unrealized +83.9%
FIRST TR MORTGAGE INCOME FD FM 0.6%
Value ($000) $22 Shares 1,934,378 Est. Cost $14.36 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $21 Shares 195,801 Est. Cost $64.49 Unrealized +51.4%
V VISA INC 0.6%
Value ($000) $21 Shares 102,107 Est. Cost $79.36 Unrealized +148.2%
WESTERN ASSET DIVERSIFIED INC 0.6%
Value ($000) $21 Shares 1,654,560 Est. Cost $17.59 Unrealized
UNP UNION PACIFIC CORP 0.6%
Value ($000) $21 Shares 101,034 Est. Cost $88.56 Unrealized +114.8%
HD HOME DEPOT INC 0.6%
Value ($000) $20 Shares 63,184 Est. Cost $64.53 Unrealized +335.7%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $19 Shares 228,846 Est. Cost $55.77 Unrealized +32.4%
INVESCO TRUST FOR INV GRADE MU 0.5%
Value ($000) $19 Shares 1,897,604 Est. Cost $9.88 Unrealized
FRANKLIN LIMITED DURATION INCO 0.5%
Value ($000) $19 Shares 3,061,775 Est. Cost $7.57 Unrealized
TJX TJX COS INC/THE 0.5%
Value ($000) $19 Shares 237,065 Est. Cost $46.03 Unrealized +53.7%
INVESCO MUNICIPAL TRUST VKQ 0.5%
Value ($000) $19 Shares 1,905,863 Est. Cost $8.71 Unrealized
JOHN HANCOCK INCOME SECURITIES 0.5%
Value ($000) $18 Shares 1,710,679 Est. Cost $12.60 Unrealized
DELAWARE IVY HIGH INC OPP FD I 0.5%
Value ($000) $18 Shares 1,630,270 Est. Cost $11.72 Unrealized
AZN ASTRAZENECA PLC ADR 0.5%
Value ($000) $18 Shares 261,121 Est. Cost $45.55 Unrealized
MDT MEDTRONIC PLC 0.5%
Value ($000) $17 Shares 223,031 Est. Cost $86.26 Unrealized -14.8%
INVESCO BOND FUND VBF 0.5%
Value ($000) $17 Shares 1,095,392 Est. Cost $17.23 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.5%
Value ($000) $17 Shares 54,804 Est. Cost $124.28 Unrealized +134.9%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $17 Shares 72,366 Est. Cost $185.13 Unrealized +22.2%
ORCL ORACLE CORP 0.5%
Value ($000) $16 Shares 198,646 Est. Cost $57.27 Unrealized +27.8%
MCD MCDONALD'S CORP 0.5%
Value ($000) $16 Shares 61,066 Est. Cost $162.68 Unrealized +50.8%
INTU INTUIT INC 0.4%
Value ($000) $16 Shares 40,913 Est. Cost $319.66 Unrealized +21.7%
XFDEX FIRST TR DYNAMIC EUROPE EQ INC 0.4%
Value ($000) $16 Shares 1,401,886 Est. Cost $9.56 Unrealized
XEGFX BLACKROCK ENHANCED GOVERNMENT 0.4%
Value ($000) $16 Shares 1,629,943 Est. Cost $13.55 Unrealized
DXCM DEXCOM INC 0.4%
Value ($000) $16 Shares 137,126 Est. Cost $83.29 Unrealized +31.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $15 Shares 232,471 Est. Cost $47.59 Unrealized +21.9%
SIEGY SIEMENS AG ADR 0.4%
Value ($000) $15 Shares 216,877 Est. Cost $80.77 Unrealized
WESTERN ASSET PREMIER BOND FUN 0.4%
Value ($000) $15 Shares 1,392,510 Est. Cost $10.65 Unrealized
BLACKROCK ESG CAP ALLOC TRUST 0.4%
Value ($000) $15 Shares 1,096,490 Est. Cost $0.01 Unrealized
BLACKSTONE STRAT CREDIT FD BGB 0.4%
Value ($000) $15 Shares 1,378,549 Est. Cost $13.22 Unrealized
AMZN AMAZON.COM INC 0.4%
Value ($000) $14 Shares 169,532 Est. Cost $120.98 Unrealized -18.4%
NUVEEN AMT-FREE MUNI CREDIT IN 0.4%
Value ($000) $14 Shares 1,156,200 Est. Cost $3.12 Unrealized
NUVEEN PREFERRED INCOME OPPORT 0.4%
Value ($000) $14 Shares 1,891,045 Est. Cost $9.17 Unrealized
NUVEEN NJ QUALITY MUNI INC FD 0.4%
Value ($000) $14 Shares 1,215,270 Est. Cost $11.03 Unrealized
PGIM SHORT DUR HI YLD SDHY 0.4%
Value ($000) $14 Shares 930,191 Est. Cost $18.38 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $14 Shares 145,600 Est. Cost $62.66 Unrealized +37.1%
NVDA NVIDIA CORP 0.4%
Value ($000) $13 Shares 92,329 Est. Cost $19.49 Unrealized -24.8%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $13 Shares 81,336 Est. Cost $110.50 Unrealized +33.7%
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.4%
Value ($000) $13 Shares 126,040 Est. Cost $57.06 Unrealized +71.3%
COHEN & STEERS TAX ADVANTAGE P 0.4%
Value ($000) $13 Shares 743,492 Est. Cost $23.22 Unrealized
INVESCO MUNICIPAL OPPORTUNITY 0.4%
Value ($000) $13 Shares 1,317,863 Est. Cost $8.90 Unrealized
BLACKROCK CORE BOND TRUST BHK 0.4%
Value ($000) $13 Shares 1,256,546 Est. Cost $9.68 Unrealized
PGIM GLOBAL SHORT DURATION HIG 0.4%
Value ($000) $13 Shares 1,199,997 Est. Cost $14.12 Unrealized
MFS GOVERNMENT MARKETS INCOME 0.4%
Value ($000) $13 Shares 3,920,191 Est. Cost $3.76 Unrealized
NUVEEN VAR RT PREF & INC NPFD 0.4%
Value ($000) $13 Shares 738,501 Est. Cost $1.64 Unrealized
RIVERNORTH OPPRTUNITIES FD RIV 0.4%
Value ($000) $13 Shares 1,053,591 Est. Cost $0.01 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $13 Shares 23,111 Est. Cost $389.51 Unrealized +27.1%
PG PROCTER & GAMBLE CO 0.4%
Value ($000) $13 Shares 83,190 Est. Cost $91.59 Unrealized +41.7%
TE CONNECTIVITY LTD 0.3%
Value ($000) $12 Shares 108,776 Est. Cost $95.48 Unrealized
GS GOLDMAN SACHS GROUP INC/THE 0.3%
Value ($000) $12 Shares 35,707 Est. Cost $219.48 Unrealized +46.5%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $12 Shares 39,396 Est. Cost $212.34 Unrealized +22.2%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $12 Shares 107,055 Est. Cost $46.59 Unrealized +4.9%
PIMCO STRATEGIC INCOME FUND RC 0.3%
Value ($000) $12 Shares 2,395,914 Est. Cost $6.45 Unrealized
INVESCO PA VALUE MUNI INC TR V 0.3%
Value ($000) $12 Shares 1,205,102 Est. Cost $10.68 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $12 Shares 106,975 Est. Cost $96.28 Unrealized 0.0%
GOOG ALPHABET INC - CL C 0.3%
Value ($000) $12 Shares 132,220 Est. Cost $107.06 Unrealized -11.5%
EATON VANCE MUNICIPAL BOND FUN 0.3%
Value ($000) $12 Shares 1,121,654 Est. Cost $6.24 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $12 Shares 86,516 Est. Cost $49.79 Unrealized +136.3%
CSL CARLISLE COS INC 0.3%
Value ($000) $11 Shares 48,594 Est. Cost $144.43 Unrealized +71.6%
CALAMOS LNG/SHRT EQ & DYN CPZ 0.3%
Value ($000) $11 Shares 753,544 Est. Cost $19.20 Unrealized
INVESCO ADVANTAGE MUNI INC TRU 0.3%
Value ($000) $11 Shares 1,332,090 Est. Cost $8.67 Unrealized
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $11 Shares 345,430 Est. Cost $29.04 Unrealized -2.8%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $11 Shares 74,779 Est. Cost $147.51 Unrealized +13.4%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $11 Shares 70,895 Est. Cost $118.55 Unrealized +29.2%
O REALTY INCOME CORP 0.3%
Value ($000) $11 Shares 174,401 Est. Cost $47.68 Unrealized +9.5%
PFE PFIZER INC 0.3%
Value ($000) $11 Shares 212,858 Est. Cost $36.16 Unrealized +11.2%
XEL XCEL ENERGY INC 0.3%
Value ($000) $11 Shares 154,785 Est. Cost $59.00 Unrealized +1.0%
XHIEX MILLER HOWARD HIGH INC EQ HIE 0.3%
Value ($000) $11 Shares 1,035,248 Est. Cost $9.17 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $11 Shares 126,790 Est. Cost $46.33 Unrealized +65.8%
NUVEEN PA QUALITY MUNI INC FD 0.3%
Value ($000) $11 Shares 965,379 Est. Cost $10.16 Unrealized
BARINGS GLOBAL SHORT DUR HI YL 0.3%
Value ($000) $11 Shares 835,967 Est. Cost $15.22 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $10 Shares 144,380 Est. Cost $64.47 Unrealized +1.2%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $10 Shares 113,929 Est. Cost $74.29 Unrealized +9.3%
SYY SYSCO CORP 0.3%
Value ($000) $10 Shares 135,341 Est. Cost $73.92 Unrealized -0.0%
NUVEEN GLOBAL HIGH INCOME FD J 0.3%
Value ($000) $10 Shares 913,330 Est. Cost $15.13 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $10 Shares 41,285 Est. Cost $207.27 Unrealized +10.4%
FDX FEDEX CORP 0.3%
Value ($000) $10 Shares 58,842 Est. Cost $147.34 Unrealized +5.2%
XMIOX PIONEER MUNI HIGH INC OPP MIO 0.3%
Value ($000) $10 Shares 952,566 Est. Cost $15.70 Unrealized
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $10 Shares 47,088 Est. Cost $191.01 Unrealized -2.3%
HCA HCA HEALTHCARE INC 0.3%
Value ($000) $10 Shares 41,014 Est. Cost $196.42 Unrealized +11.1%
RGA REINSURANCE GROUP OF AMERICA I 0.3%
Value ($000) $10 Shares 68,465 Est. Cost $126.65 Unrealized +10.3%
SBUX STARBUCKS CORP 0.3%
Value ($000) $10 Shares 97,795 Est. Cost $66.46 Unrealized +31.7%
EATON VANCE SHORT DUR DIVERSIF 0.3%
Value ($000) $10 Shares 946,448 Est. Cost $13.44 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.3%
Value ($000) $10 Shares 65,445 Est. Cost $135.83 Unrealized -9.3%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $9 Shares 44,227 Est. Cost $70.03 Unrealized +155.3%
NUVEEN OHIO QUALITY INCOME MUN 0.3%
Value ($000) $9 Shares 743,110 Est. Cost $0.01 Unrealized
PGIM SHORT DURATION HI YLD FD 0.3%
Value ($000) $9 Shares 792,034 Est. Cost $14.29 Unrealized
AIG AMERICAN INTERNATIONAL GROUP I 0.3%
Value ($000) $9 Shares 147,399 Est. Cost $51.64 Unrealized +5.0%
WCN WASTE CONNECTIONS INC 0.3%
Value ($000) $9 Shares 70,265 Est. Cost $67.89 Unrealized +96.3%
WESTERN ASSET INV GRA DEF OPP 0.3%
Value ($000) $9 Shares 559,891 Est. Cost $5.81 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $9 Shares 18,965 Est. Cost $154.44 Unrealized +179.2%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $9 Shares 115,952 Est. Cost $50.24 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $9 Shares 59,165 Est. Cost $109.15 Unrealized +28.0%
CG CARLYLE GROUP LP/THE 0.2%
Value ($000) $9 Shares 296,680 Est. Cost $26.35 Unrealized -3.4%
ETN EATON CORP PLC 0.2%
Value ($000) $9 Shares 56,044 Est. Cost $98.37 Unrealized +49.4%
CRM SALESFORCE INC 0.2%
Value ($000) $9 Shares 65,991 Est. Cost $139.09 Unrealized +3.7%
INVESCO QUALITY MUNICIPAL INCO 0.2%
Value ($000) $9 Shares 913,922 Est. Cost $12.70 Unrealized
EG EVEREST RE GROUP LTD 0.2%
Value ($000) $9 Shares 25,969 Est. Cost $225.44 Unrealized +31.1%
NUVEEN CREDIT STRATEGIES INC F 0.2%
Value ($000) $8 Shares 1,597,545 Est. Cost $6.48 Unrealized
VIRTUS GLOBAL MULTI-SECTOR INC 0.2%
Value ($000) $8 Shares 1,037,563 Est. Cost $3.75 Unrealized
G GENPACT LTD 0.2%
Value ($000) $8 Shares 172,350 Est. Cost $44.07 Unrealized -1.3%
ARES DYNAMIC CRED ALLOC FD AR 0.2%
Value ($000) $8 Shares 683,716 Est. Cost $14.01 Unrealized
ANGEL OAK FINANCIAL STRAT INC 0.2%
Value ($000) $8 Shares 617,536 Est. Cost $15.12 Unrealized
FIRST TR HIGH INC LONG/SHORT F 0.2%
Value ($000) $8 Shares 682,508 Est. Cost $14.93 Unrealized
ARISTA NETWORKS INC 0.2%
Value ($000) $8 Shares 63,715 Est. Cost $129.20 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $8 Shares 49,384 Est. Cost $126.54 Unrealized +6.9%
LINDE PLC 0.2%
Value ($000) $8 Shares 23,678 Est. Cost $294.58 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $8 Shares 183,300 Est. Cost $39.82 Unrealized +2.5%
BLACKSTONE LNG SHRT CRED INC F 0.2%
Value ($000) $8 Shares 697,622 Est. Cost $9.86 Unrealized
MACQUARIE GLBL INFRASTRUCTURE 0.2%
Value ($000) $7 Shares 328,078 Est. Cost $17.71 Unrealized
EL ESTEE LAUDER COS INC 0.2%
Value ($000) $7 Shares 29,956 Est. Cost $83.48 Unrealized +152.8%
TEAM ATLASSIAN CORP PLC 0.2%
Value ($000) $7 Shares 57,049 Est. Cost $227.13 Unrealized -29.9%
KKR INCOME OPPORTUNITIES FD KI 0.2%
Value ($000) $7 Shares 664,549 Est. Cost $13.91 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $7 Shares 21,705 Est. Cost $133.59 Unrealized +139.4%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $7 Shares 25,019 Est. Cost $200.42 Unrealized +37.5%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $7 Shares 41,315 Est. Cost $64.66 Unrealized +139.5%
AJG ARTHUR J GALLAGHER & CO 0.2%
Value ($000) $7 Shares 38,330 Est. Cost $38.93 Unrealized +366.4%
PTC PTC INC 0.2%
Value ($000) $7 Shares 60,060 Est. Cost $53.99 Unrealized +121.6%
SHEL SHELL PLC ADR 0.2%
Value ($000) $7 Shares 125,630 Est. Cost $51.38 Unrealized
CLEARBRIDGE ENERGY MLP OPP FD 0.2%
Value ($000) $7 Shares 250,015 Est. Cost $18.16 Unrealized
WTW WILLIS TOWERS WATSON PLC 0.2%
Value ($000) $7 Shares 28,873 Est. Cost $219.17 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $7 Shares 58,545 Est. Cost $100.68 Unrealized -5.0%
ADSK AUTODESK INC 0.2%
Value ($000) $7 Shares 37,115 Est. Cost $106.01 Unrealized +89.3%
PNC PNC FINL SVCS GROUP INC/THE 0.2%
Value ($000) $7 Shares 43,745 Est. Cost $139.24 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $7 Shares 22,255 Est. Cost $196.73 Unrealized +60.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $7 Shares 80,425 Est. Cost $70.79 Unrealized 0.0%
NUVEEN BUILD AMERICA BOND FD N 0.2%
Value ($000) $7 Shares 428,126 Est. Cost $1.28 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $7 Shares 20,651 Est. Cost $322.11 Unrealized +2.1%
MFS CHARTER INCOME TRUST MCR 0.2%
Value ($000) $6 Shares 1,041,159 Est. Cost $6.40 Unrealized
XENWX EATON VANCE NEW YORK MUNI ENX 0.2%
Value ($000) $6 Shares 706,879 Est. Cost $5.56 Unrealized
NUVEEN CORE PLUS IMPACT FUND N 0.2%
Value ($000) $6 Shares 613,965 Est. Cost $15.94 Unrealized
TORTOISE ENERGY INFRASTRUCTURE 0.2%
Value ($000) $6 Shares 195,442 Est. Cost $29.98 Unrealized
YETI YETI HOLDINGS INC 0.2%
Value ($000) $6 Shares 146,590 Est. Cost $27.88 Unrealized +34.7%
MPWR MONOLITHIC POWER SYSTEMS INC 0.2%
Value ($000) $6 Shares 17,041 Est. Cost $140.21 Unrealized +149.9%
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $6 Shares 95,477 Est. Cost $71.32 Unrealized -1.1%
CHRD CHORD ENERGY CORPORATION 0.2%
Value ($000) $6 Shares 43,560 Est. Cost $102.11 Unrealized +16.4%
SHW SHERWIN-WILLIAMS CO/THE 0.2%
Value ($000) $6 Shares 24,459 Est. Cost $202.78 Unrealized +10.8%
NOG NORTHERN OIL AND GAS INC 0.2%
Value ($000) $6 Shares 183,550 Est. Cost $32.72 Unrealized +2.8%
BLACKROCK MUNIHOLDINGS CA MUC 0.2%
Value ($000) $6 Shares 519,563 Est. Cost $4.96 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $6 Shares 37,390 Est. Cost $62.78 Unrealized +124.5%
XHTAX INVESCO HIGH INC 2024 TARGET T 0.2%
Value ($000) $6 Shares 689,416 Est. Cost $7.28 Unrealized
DEO DIAGEO PLC ADR 0.1%
Value ($000) $5 Shares 29,785 Est. Cost $123.98 Unrealized
NUVEEN MULTI ASSET INCOME NMA 0.1%
Value ($000) $5 Shares 461,857 Est. Cost $0.01 Unrealized
THC TENET HEALTHCARE CORP 0.1%
Value ($000) $5 Shares 107,200 Est. Cost $23.57 Unrealized +96.1%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $5 Shares 86,975 Est. Cost $45.26 Unrealized +17.1%
APTIV PLC 0.1%
Value ($000) $5 Shares 55,147 Est. Cost $91.99 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $5 Shares 39,490 Est. Cost $91.04 Unrealized +27.3%
ASML ASML HOLDING NV 0.1%
Value ($000) $5 Shares 9,347 Est. Cost $281.10 Unrealized
WA GLOBAL CORPORATE DEFINED OP 0.1%
Value ($000) $5 Shares 397,444 Est. Cost $1.44 Unrealized
BLACKROCK MUNIHOLDINGS FD MHD 0.1%
Value ($000) $5 Shares 412,103 Est. Cost $15.98 Unrealized
CCIF VERTICAL CAP INCOME FUND VCIF 0.1%
Value ($000) $5 Shares 573,536 Est. Cost $8.54 Unrealized
XHITX INVESCO HIGH INC 2023 TARGET T 0.1%
Value ($000) $5 Shares 594,131 Est. Cost $5.54 Unrealized
XPHTX PIONEER HIGH INCOME FUND PHT 0.1%
Value ($000) $5 Shares 731,247 Est. Cost $6.96 Unrealized
PODD INSULET CORP 0.1%
Value ($000) $5 Shares 15,945 Est. Cost $109.39 Unrealized +152.1%
INVESCO VALUE MUNICIPAL INCOME 0.1%
Value ($000) $5 Shares 387,287 Est. Cost $14.80 Unrealized
ALLSPRING INCOME OPPORTUNITIES 0.1%
Value ($000) $5 Shares 730,304 Est. Cost $8.01 Unrealized
ALIZY ALLIANZ SE ADR 0.1%
Value ($000) $5 Shares 216,192 Est. Cost $16.95 Unrealized
GLOB GLOBANT SA 0.1%
Value ($000) $5 Shares 27,425 Est. Cost $136.16 Unrealized +30.0%
INMD INMODE LTD 0.1%
Value ($000) $5 Shares 128,375 Est. Cost $43.67 Unrealized -20.4%
WESTERN ASSET MORTGAGE DEFINED 0.1%
Value ($000) $5 Shares 419,546 Est. Cost $15.27 Unrealized
AES AES CORP. 0.1%
Value ($000) $5 Shares 156,460 Est. Cost $20.56 Unrealized +14.7%
FRCB FIRST REPUBLIC BANK 0.1%
Value ($000) $4 Shares 36,835 Est. Cost $57.84 Unrealized +110.4%
WESTERN ASSET GLOBAL HIGH INC 0.1%
Value ($000) $4 Shares 656,182 Est. Cost $8.80 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $4 Shares 9,036 Est. Cost $160.68 Unrealized +165.5%
DOUBLELINE YIELD OPP FD DLY 0.1%
Value ($000) $4 Shares 324,341 Est. Cost $12.69 Unrealized
CNC CENTENE CORP 0.1%
Value ($000) $4 Shares 51,614 Est. Cost $78.17 Unrealized +4.5%
ADAMS DIVERSIFIED EQUITY ADX 0.1%
Value ($000) $4 Shares 290,495 Est. Cost $0.01 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $4 Shares 45,084 Est. Cost $82.77 Unrealized -0.1%
NSRGY NESTLE SA ADR 0.1%
Value ($000) $4 Shares 35,950 Est. Cost $75.68 Unrealized
CREDIT SUISSE HIGH YIELD BOND 0.1%
Value ($000) $4 Shares 2,302,939 Est. Cost $2.06 Unrealized
HUBB HUBBELL INC 0.1%
Value ($000) $4 Shares 17,250 Est. Cost $97.39 Unrealized +135.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $4 Shares 36,679 Est. Cost $88.86 Unrealized +22.5%
DELAWARE ENHANCED GLOBAL DIVD 0.1%
Value ($000) $4 Shares 509,285 Est. Cost $8.92 Unrealized
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $4 Shares 59,740 Est. Cost $69.97 Unrealized -10.8%
KBR KBR INC 0.1%
Value ($000) $4 Shares 74,475 Est. Cost $18.96 Unrealized +153.6%
BLACKROCK MUNIHOLDINGS QUALITY 0.1%
Value ($000) $4 Shares 394,478 Est. Cost $12.52 Unrealized
MET METLIFE INC 0.1%
Value ($000) $4 Shares 53,890 Est. Cost $31.55 Unrealized +106.4%
EFX EQUIFAX INC 0.1%
Value ($000) $4 Shares 19,935 Est. Cost $233.58 Unrealized -23.5%
TECH BIO-TECHNE CORP 0.1%
Value ($000) $4 Shares 46,700 Est. Cost $74.82 Unrealized +4.6%
BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $4 Shares 342,741 Est. Cost $13.29 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $4 Shares 16,085 Est. Cost $218.08 Unrealized +7.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $4 Shares 40,695 Est. Cost $36.19 Unrealized +128.5%
OLN OLIN CORP 0.1%
Value ($000) $4 Shares 71,525 Est. Cost $21.53 Unrealized +130.2%
LOGI LOGITECH INTERNATIONAL SA 0.1%
Value ($000) $4 Shares 60,590 Est. Cost $36.93 Unrealized +41.4%
INVESCO HIGH INCOME TR II VLT 0.1%
Value ($000) $4 Shares 363,445 Est. Cost $12.31 Unrealized
BNY MELLON HIGH YIELD STRATEGI 0.1%
Value ($000) $4 Shares 1,724,536 Est. Cost $2.37 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $4 Shares 50,635 Est. Cost $73.94 Unrealized -3.8%
NEUBERGER BERMAN NEXT GEN FD 0.1%
Value ($000) $4 Shares 397,647 Est. Cost $0.01 Unrealized
DT DYNATRACE INC 0.1%
Value ($000) $4 Shares 94,255 Est. Cost $43.77 Unrealized -17.0%
BHP BHP BILLITON ADR 0.1%
Value ($000) $4 Shares 57,520 Est. Cost $67.94 Unrealized
NUVEEN GA DIV ADV MUN FD NKG 0.1%
Value ($000) $4 Shares 348,939 Est. Cost $0.01 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $4 Shares 30,139 Est. Cost $101.65 Unrealized -6.2%
NOW SERVICENOW INC 0.1%
Value ($000) $3 Shares 8,979 Est. Cost $84.89 Unrealized -7.9%
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $3 Shares 36,775 Est. Cost $67.89 Unrealized +27.5%
TORTOISE PWR & ENERGY INF TPZ 0.1%
Value ($000) $3 Shares 270,548 Est. Cost $13.93 Unrealized
HUBS HUBSPOT INC 0.1%
Value ($000) $3 Shares 11,885 Est. Cost $114.78 Unrealized +147.0%
ANSYS INC 0.1%
Value ($000) $3 Shares 14,205 Est. Cost $74.40 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS 0.1%
Value ($000) $3 Shares 61,300 Est. Cost $30.50 Unrealized +49.5%
SPLUNK INC 0.1%
Value ($000) $3 Shares 38,915 Est. Cost $108.60 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $3 Shares 44,550 Est. Cost $57.56 Unrealized +30.3%
FIRST TR HIGH YIELD OPP 2027 F 0.1%
Value ($000) $3 Shares 245,059 Est. Cost $0.01 Unrealized
DOUBLELINE INCOME SOLUTIO DSL 0.1%
Value ($000) $3 Shares 294,350 Est. Cost $16.92 Unrealized
MKSI MKS INSTRUMENTS INC 0.1%
Value ($000) $3 Shares 38,425 Est. Cost $80.38 Unrealized -3.0%
TFII TFI INTL INC 0.1%
Value ($000) $3 Shares 32,400 Est. Cost $35.04 Unrealized +184.9%
CVX CHEVRON CORP 0.1%
Value ($000) $3 Shares 17,792 Est. Cost $153.23 Unrealized 0.0%
WESTERN ASSET HIGH INC OPP FD 0.1%
Value ($000) $3 Shares 795,290 Est. Cost $4.62 Unrealized
KNX KNIGHT-SWIFT TRANSPORT INC 0.1%
Value ($000) $3 Shares 59,600 Est. Cost $38.04 Unrealized +30.7%
IBDRY IBERDROLA SA ADR 0.1%
Value ($000) $3 Shares 66,744 Est. Cost $27.65 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP 0.1%
Value ($000) $3 Shares 28,005 Est. Cost $82.20 Unrealized +28.2%
GABELLI GLOBAL UTIL & INC TR 0.1%
Value ($000) $3 Shares 217,714 Est. Cost $14.33 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME FD 0.1%
Value ($000) $3 Shares 270,173 Est. Cost $11.91 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $3 Shares 53,775 Est. Cost $38.91 Unrealized +31.6%
EPAM EPAM SYSTEMS INC 0.1%
Value ($000) $3 Shares 9,189 Est. Cost $489.67 Unrealized -30.6%
DOV DOVER CORP 0.1%
Value ($000) $3 Shares 22,128 Est. Cost $98.10 Unrealized +30.2%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $3 Shares 14,547 Est. Cost $183.68 Unrealized
CXT CRANE HOLDINGS CO 0.1%
Value ($000) $3 Shares 29,625 Est. Cost $31.73 Unrealized +5.9%
ASGN ASGN INC 0.1%
Value ($000) $3 Shares 36,415 Est. Cost $69.09 Unrealized +26.9%
AL AIR LEASE CORP 0.1%
Value ($000) $3 Shares 77,075 Est. Cost $40.20 Unrealized -15.6%
XHNWX PIONEER DIVERSIFIED HIGH INC F 0.1%
Value ($000) $3 Shares 285,264 Est. Cost $14.36 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $3 Shares 27,400 Est. Cost $49.15 Unrealized +94.3%
DCI DONALDSON INC 0.1%
Value ($000) $3 Shares 47,720 Est. Cost $51.09 Unrealized +6.4%
EME EMCOR GROUP INC 0.1%
Value ($000) $3 Shares 18,955 Est. Cost $43.57 Unrealized +222.9%
BNY MELLON STRATEGIC MUNI BOND 0.1%
Value ($000) $3 Shares 479,381 Est. Cost $6.26 Unrealized
NUVEEN SHORT DUR CREDIT OPP FD 0.1%
Value ($000) $3 Shares 233,206 Est. Cost $13.12 Unrealized
TREX TREX CO INC 0.1%
Value ($000) $3 Shares 63,710 Est. Cost $50.73 Unrealized -10.5%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $3 Shares 53,925 Est. Cost $64.36 Unrealized -36.5%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $3 Shares 80,195 Est. Cost $23.57 Unrealized +34.6%
CIEN CIENA CORP 0.1%
Value ($000) $3 Shares 51,870 Est. Cost $28.54 Unrealized +58.4%
AFG AMERICAN FINANCIAL GROUP INC 0.1%
Value ($000) $3 Shares 19,120 Est. Cost $45.09 Unrealized +144.6%
ALTAIR ENGINEERING INC-A 0.1%
Value ($000) $3 Shares 57,533 Est. Cost $39.86 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD JP 0.1%
Value ($000) $3 Shares 139,933 Est. Cost $2.15 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD 0.1%
Value ($000) $3 Shares 215,123 Est. Cost $11.57 Unrealized
H & E EQUIPMENT SERVICES 0.1%
Value ($000) $3 Shares 57,125 Est. Cost $25.09 Unrealized
RELX RELX PLC - ADR 0.1%
Value ($000) $3 Shares 93,230 Est. Cost $21.30 Unrealized
AGCO AGCO CORP 0.1%
Value ($000) $3 Shares 18,570 Est. Cost $111.32 Unrealized +0.4%
DIVIDEND AND INCOME FUND DNI 0.1%
Value ($000) $3 Shares 229,208 Est. Cost $13.72 Unrealized
NUVEEN FLOATING RATE INC OPP F 0.1%
Value ($000) $2 Shares 319,357 Est. Cost $8.13 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $2 Shares 40,000 Est. Cost $9.51 Unrealized +523.7%
BDC BELDEN INC 0.1%
Value ($000) $2 Shares 34,200 Est. Cost $52.05 Unrealized +38.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $2 Shares 23,500 Est. Cost $76.98 Unrealized +22.0%
XMQTX BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $2 Shares 235,195 Est. Cost $12.57 Unrealized
APOLLO SR FLOATING RATE FD AFT 0.1%
Value ($000) $2 Shares 193,806 Est. Cost $14.16 Unrealized
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $2 Shares 25,515 Est. Cost $66.75 Unrealized +37.8%
RIO RIO TINTO PLC ADR 0.1%
Value ($000) $2 Shares 32,600 Est. Cost $45.60 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $2 Shares 16,125 Est. Cost $82.20 Unrealized +62.4%
STE STERIS PLC 0.1%
Value ($000) $2 Shares 12,170 Est. Cost $118.57 Unrealized +44.2%
AXS AXIS CAPITAL HOLDINGS LTD 0.1%
Value ($000) $2 Shares 41,475 Est. Cost $43.65 Unrealized +15.1%
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $2 Shares 28,525 Est. Cost $56.97 Unrealized
HBAN HUNTINGTON BANCSHARES INC/OH 0.1%
Value ($000) $2 Shares 152,572 Est. Cost $12.39 Unrealized +0.8%
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $2 Shares 15,935 Est. Cost $118.88 Unrealized +4.6%
ATRC ATRICURE INC 0.1%
Value ($000) $2 Shares 46,725 Est. Cost $36.19 Unrealized +15.4%
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $2 Shares 20,805 Est. Cost $94.97 Unrealized +10.1%
AME AMETEK INC 0.1%
Value ($000) $2 Shares 14,675 Est. Cost $47.54 Unrealized +173.1%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $2 Shares 52,615 Est. Cost $24.69 Unrealized +25.4%
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $2 Shares 32,400 Est. Cost $79.44 Unrealized -24.5%
DTF TAX-FREE INCOME INC DTF 0.1%
Value ($000) $2 Shares 183,499 Est. Cost $13.84 Unrealized
BLACKROCK TAXABLE MUNI BOND TR 0.1%
Value ($000) $2 Shares 118,381 Est. Cost $4.01 Unrealized
DWS STRATEGIC MUNI INCOME KSM 0.1%
Value ($000) $2 Shares 243,333 Est. Cost $10.03 Unrealized
BLACKROCK MUNIYIELD MI QUALITY 0.1%
Value ($000) $2 Shares 178,919 Est. Cost $13.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $2 Shares 11,567 Est. Cost $97.44 Unrealized +75.0%
INVESCO TR FOR INV GRADE NY MU 0.1%
Value ($000) $2 Shares 195,148 Est. Cost $3.94 Unrealized
XXHYBXX NEW AMERICA HIGH INC FD HYB 0.1%
Value ($000) $2 Shares 297,098 Est. Cost $8.55 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 51,255 Est. Cost $51.02 Unrealized -21.0%
SF STIFEL FINANCIAL CORP 0.1%
Value ($000) $2 Shares 32,250 Est. Cost $50.81 Unrealized +9.7%
GLNG GOLAR LNG LTD 0.1%
Value ($000) $2 Shares 81,150 Est. Cost $22.32 Unrealized +1.8%
BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $2 Shares 157,671 Est. Cost $16.75 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 8,560 Est. Cost $56.98 Unrealized +251.3%
BAESY BAE SYSTEMS PLC ADR 0.0%
Value ($000) $2 Shares 42,050 Est. Cost $25.91 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS INC 0.0%
Value ($000) $2 Shares 11,550 Est. Cost $83.47 Unrealized +68.0%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $2 Shares 7,325 Est. Cost $101.95 Unrealized +119.4%
ERIC ERICSSON L M TEL CO ADR 0.0%
Value ($000) $2 Shares 277,750 Est. Cost $10.40 Unrealized
NCNO NCINO INC 0.0%
Value ($000) $2 Shares 61,175 Est. Cost $46.64 Unrealized -39.7%
XBTAX BLACKROCK LONG-TERM MUNI ADVAN 0.0%
Value ($000) $2 Shares 171,381 Est. Cost $11.29 Unrealized
USB US BANCORP 0.0%
Value ($000) $2 Shares 36,410 Est. Cost $36.07 Unrealized +1.8%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $2 Shares 21,005 Est. Cost $71.01 Unrealized +5.7%
ZURVY ZURICH INSURANCE GROUP AG ADR 0.0%
Value ($000) $2 Shares 32,900 Est. Cost $28.96 Unrealized
WESTERN ASSET HGH YLD DFN FD H 0.0%
Value ($000) $2 Shares 125,955 Est. Cost $0.01 Unrealized
APAM ARTISAN PARTNERS ASSET MG 0.0%
Value ($000) $2 Shares 52,800 Est. Cost $20.64 Unrealized +13.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $2 Shares 11,109 Est. Cost $80.29 Unrealized 0.0%
STAA STAAR SURGICAL CO 0.0%
Value ($000) $2 Shares 31,830 Est. Cost $49.50 Unrealized +26.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2 Shares 9,180 Est. Cost $93.73 Unrealized +70.0%
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $2 Shares 77,400 Est. Cost $13.12 Unrealized +45.2%
XTTPX TORTOISE PIPELINE & ENERGY TTP 0.0%
Value ($000) $2 Shares 56,823 Est. Cost $25.02 Unrealized
HASI HANNON ARMSTRONG SUST INF 0.0%
Value ($000) $2 Shares 52,225 Est. Cost $42.87 Unrealized -43.8%
AZZ AZZ INC 0.0%
Value ($000) $2 Shares 37,400 Est. Cost $45.76 Unrealized -17.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 Shares 5,830 Est. Cost $136.24 Unrealized +74.6%
SILK ROAD MEDICAL INC 0.0%
Value ($000) $1 Shares 28,351 Est. Cost $63.00 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $1 Shares 20,300 Est. Cost $66.28 Unrealized -1.8%
NUVEEN MN QUALITY MUNI INC FD 0.0%
Value ($000) $1 Shares 132,458 Est. Cost $14.43 Unrealized
SERES THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 265,000 Est. Cost $7.39 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $1 Shares 4,475 Est. Cost $339.69 Unrealized 0.0%
PHYSICIANS REALTY TRUST 0.0%
Value ($000) $1 Shares 99,211 Est. Cost $18.58 Unrealized
COOPER COS INC 0.0%
Value ($000) $1 Shares 4,250 Est. Cost $363.29 Unrealized
CLEARBRIDGE ENERGY MLP FD CEM 0.0%
Value ($000) $1 Shares 41,736 Est. Cost $23.24 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $1 Shares 40,200 Est. Cost $33.78 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $1 Shares 23,150 Est. Cost $75.41 Unrealized -20.7%
XDCFX BNY MELLON ALCENTRA GLOBAL CRE 0.0%
Value ($000) $1 Shares 194,650 Est. Cost $1.33 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 30,575 Est. Cost $73.19 Unrealized -39.8%
COHEN & STEERS LTD DUR PFD & I 0.0%
Value ($000) $1 Shares 68,397 Est. Cost $3.36 Unrealized
NUVEEN PFD INCOME 2022 TERM FD 0.0%
Value ($000) $1 Shares 73,500 Est. Cost $1.02 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $1 Shares 7,990 Est. Cost $120.15 Unrealized +38.9%
EATON VANCE SENIOR FLOATING-RA 0.0%
Value ($000) $1 Shares 113,931 Est. Cost $0.01 Unrealized
MYRG MYR GROUP INC DEL 0.0%
Value ($000) $1 Shares 13,500 Est. Cost $81.31 Unrealized +11.6%
EATON VANCE FLOATING-RATE INC 0.0%
Value ($000) $1 Shares 107,407 Est. Cost $0.01 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $1 Shares 9,913 Est. Cost $158.35 Unrealized -17.2%
RHHBY ROCHE HOLDING AG ADR 0.0%
Value ($000) $1 Shares 29,500 Est. Cost $36.30 Unrealized
SVB FINANCIAL GROUP 0.0%
Value ($000) $1 Shares 4,925 Est. Cost $228.58 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $1 Shares 15,100 Est. Cost $57.64 Unrealized +36.4%
ONB OLD NATIONAL BANCORP/IN 0.0%
Value ($000) $1 Shares 60,550 Est. Cost $17.08 Unrealized +7.5%
SSYS STRATASYS LTD 0.0%
Value ($000) $1 Shares 91,200 Est. Cost $18.94 Unrealized -29.6%
COHR COHERENT INC 0.0%
Value ($000) $1 Shares 30,500 Est. Cost $47.89 Unrealized -27.4%
MP MP MATERIALS CORP 0.0%
Value ($000) $1 Shares 44,000 Est. Cost $41.37 Unrealized -26.7%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $1 Shares 14,125 Est. Cost $77.87 Unrealized
NUVEEN NY AMT-FREE MUNICIPAL I 0.0%
Value ($000) $1 Shares 102,463 Est. Cost $9.87 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1 Shares 4,300 Est. Cost $72.14 Unrealized +186.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $1 Shares 9,712 Est. Cost $77.62 Unrealized +39.5%
SAFRY SAFRAN SA ADR 0.0%
Value ($000) $1 Shares 31,645 Est. Cost $27.06 Unrealized
STLA STELLANTIS NV 0.0%
Value ($000) $1 Shares 69,075 Est. Cost $17.06 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $1 Shares 10,800 Est. Cost $75.85 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $1 Shares 23,375 Est. Cost $29.79 Unrealized
XMYDX BLACKROCK MUNIYIELD FD MYD 0.0%
Value ($000) $1 Shares 91,652 Est. Cost $9.94 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1 Shares 466 Est. Cost $1933.58 Unrealized -3.4%
AZEK CO INC 0.0%
Value ($000) $1 Shares 45,800 Est. Cost $35.61 Unrealized
CRH PLC ADR 0.0%
Value ($000) $1 Shares 23,225 Est. Cost $34.99 Unrealized
AVNT AVIENT CORPORATION 0.0%
Value ($000) $1 Shares 27,350 Est. Cost $49.11 Unrealized -38.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 5,700 Est. Cost $101.96 Unrealized +43.7%
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $1 Shares 33,200 Est. Cost $32.00 Unrealized -16.1%
BIDU BAIDU INC ADR 0.0%
Value ($000) $1 Shares 7,875 Est. Cost $184.15 Unrealized
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $1 Shares 17,125 Est. Cost $37.15 Unrealized +31.8%
BLACKROCK MUNICIPAL INCOME TRU 0.0%
Value ($000) $1 Shares 83,277 Est. Cost $10.88 Unrealized
BLACKROCK MUNIHOLDINGS NJ QUAL 0.0%
Value ($000) $1 Shares 75,209 Est. Cost $13.20 Unrealized
BLACKROCK MUNICIPAL INC QUALIT 0.0%
Value ($000) $1 Shares 73,353 Est. Cost $13.73 Unrealized
XPHDX PIONEER FLOATING RATE TR PHD 0.0%
Value ($000) $1 Shares 92,797 Est. Cost $1.10 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $1 Shares 18,201 Est. Cost $34.53 Unrealized +31.3%
SR SPIRE INC 0.0%
Value ($000) $1 Shares 11,550 Est. Cost $65.48 Unrealized
NUVEEN CA DIVIDEND ADV MUNI NA 0.0%
Value ($000) $1 Shares 70,852 Est. Cost $3.72 Unrealized
RIVERNORTH CAP AND INCM FD RS 0.0%
Value ($000) $1 Shares 45,949 Est. Cost $0.02 Unrealized
KO COCA-COLA CO/THE 0.0%
Value ($000) $1 Shares 11,952 Est. Cost $34.25 Unrealized +60.3%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 6,950 Est. Cost $63.25 Unrealized +54.1%
MFS HIGH INCOME MUNICIPAL TRUS 0.0%
Value ($000) $1 Shares 210,519 Est. Cost $1.78 Unrealized
VITL VITAL FARMS INC 0.0%
Value ($000) $1 Shares 48,925 Est. Cost $24.79 Unrealized -44.3%
CADE CADENCE BANK 0.0%
Value ($000) $1 Shares 29,575 Est. Cost $23.82 Unrealized +0.6%
THOMSON REUTERS CORP 0.0%
Value ($000) $1 Shares 6,325 Est. Cost $104.19 Unrealized
VWDRY VESTAS WIND SYS-UNSP ADR 0.0%
Value ($000) $1 Shares 73,375 Est. Cost $9.99 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $1 Shares 6,940 Est. Cost $155.39 Unrealized -35.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 8,505 Est. Cost $47.48 Unrealized +47.8%
TSLA TESLA MTRS INC 0.0%
Value ($000) $1 Shares 5,385 Est. Cost $268.42 Unrealized -29.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 25,800 Est. Cost $37.93 Unrealized -27.9%
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $1 Shares 9,200 Est. Cost $62.07 Unrealized
PFS PROVIDENT FINANCIAL SERVICES I 0.0%
Value ($000) $1 Shares 29,275 Est. Cost $18.46 Unrealized -2.7%
NUVEEN FLOATING RATE INC FD JF 0.0%
Value ($000) $1 Shares 77,532 Est. Cost $6.04 Unrealized
FIRST TRUST SENIOR FLOATING RA 0.0%
Value ($000) $1 Shares 63,287 Est. Cost $0.01 Unrealized
KAYNE ANDERSON MLP INVESTMENT 0.0%
Value ($000) $1 Shares 68,975 Est. Cost $10.17 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $1 Shares 25,075 Est. Cost $19.70 Unrealized +3.0%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $1 Shares 8,050 Est. Cost $49.66 Unrealized +37.9%
CLEARBRIDGE ENERGY MLP TOTAL R 0.0%
Value ($000) $1 Shares 20,141 Est. Cost $23.50 Unrealized
SURMODICS INC 0.0%
Value ($000) $1 Shares 16,624 Est. Cost $43.49 Unrealized
TPL TEXAS PACIFIC LAND CORPOR 0.0%
Value ($000) $1 Shares 240 Est. Cost $156.06 Unrealized +64.0%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 8,582 Est. Cost $96.21 Unrealized -24.5%
BKH BLACK HILLS CORP 0.0%
Value ($000) $1 Shares 7,950 Est. Cost $47.04 Unrealized +23.4%
GUGGENHEIM TAXABLE MUNI MANAGE 0.0%
Value ($000) $1 Shares 34,152 Est. Cost $15.41 Unrealized
KAYNE ANDERSON MIDSTREAM/ENERG 0.0%
Value ($000) $1 Shares 72,679 Est. Cost $6.51 Unrealized
EVVTY EVOLUTION AB- ADR 0.0%
Value ($000) $1 Shares 5,555 Est. Cost $28.33 Unrealized
BNYM STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $1 Shares 88,841 Est. Cost $7.75 Unrealized
BLACKROCK MUNIYIELD PA QUALITY 0.0%
Value ($000) $1 Shares 48,700 Est. Cost $13.19 Unrealized
NPO ENPRO INDS INC 0.0%
Value ($000) $1 Shares 4,925 Est. Cost $87.79 Unrealized +23.2%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $1 Shares 7,385 Est. Cost $70.11 Unrealized +13.9%
EPRT ESSENTIAL PPTYS RLTY TR I 0.0%
Value ($000) $1 Shares 21,975 Est. Cost $19.64 Unrealized
TORTOISE MLP FUND INC NTG 0.0%
Value ($000) $1 Shares 14,697 Est. Cost $29.82 Unrealized
FANUY FANUC CORP-UNSP ADR 0.0%
Value ($000) $1 Shares 34,125 Est. Cost $20.18 Unrealized
CROX CROCS INC 0.0%
Value ($000) $1 Shares 4,610 Est. Cost $94.58 Unrealized -6.5%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 2,292 Est. Cost $254.58 Unrealized 0.0%
NUVEEN CORPORATE INCOME 2023 J 0.0%
Value ($000) $0 Shares 54,468 Est. Cost $9.38 Unrealized
EVR EVERCORE INC - CL A 0.0%
Value ($000) $0 Shares 4,450 Est. Cost $73.75 Unrealized +34.1%
ZWS ZURN WATER SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 22,800 Est. Cost $34.58 Unrealized -34.0%
WDS WOODSIDE ENERGY GROUP LTD ADR 0.0%
Value ($000) $0 Shares 19,760 Est. Cost $21.56 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $18.87 Unrealized +41.3%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $0 Shares 20,600 Est. Cost $13.92 Unrealized +45.0%
CBT CABOT CORP 0.0%
Value ($000) $0 Shares 6,925 Est. Cost $65.71 Unrealized -0.5%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $0 Shares 27,775 Est. Cost $24.81 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 5,251 Est. Cost $148.77 Unrealized -32.1%
M D C HLDGS INC 0.0%
Value ($000) $0 Shares 14,163 Est. Cost $33.77 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 3,425 Est. Cost $63.44 Unrealized +105.9%
JD JD.COM INC ADR 0.0%
Value ($000) $0 Shares 7,800 Est. Cost $28.51 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR 0.0%
Value ($000) $0 Shares 4,950 Est. Cost $126.09 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 5,800 Est. Cost $59.31 Unrealized +20.8%
ADYEY ADYEN NV-ADR 0.0%
Value ($000) $0 Shares 29,925 Est. Cost $0.01 Unrealized
NUVEEN INTERM DURATION QLTY MU 0.0%
Value ($000) $0 Shares 32,574 Est. Cost $0.01 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $0 Shares 4,240 Est. Cost $56.51 Unrealized +49.6%
CUBE CUBESMART 0.0%
Value ($000) $0 Shares 9,950 Est. Cost $31.20 Unrealized
CLOUGH GLOBAL DIV & INC FD GLV 0.0%
Value ($000) $0 Shares 60,404 Est. Cost $8.15 Unrealized
STORE CAPITAL CORP 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $33.84 Unrealized
THG HANOVER INSURANCE GROUP INC/TH 0.0%
Value ($000) $0 Shares 2,850 Est. Cost $82.88 Unrealized +55.6%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $0 Shares 802 Est. Cost $216.58 Unrealized +116.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $146.75 Unrealized +64.3%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $0 Shares 7,450 Est. Cost $18.49 Unrealized +137.5%
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 9,030 Est. Cost $35.50 Unrealized +3.7%
FEDERATED PREMIER MUNI INC FD 0.0%
Value ($000) $0 Shares 32,902 Est. Cost $12.60 Unrealized
GLNCY GLENCORE PLC ADR 0.0%
Value ($000) $0 Shares 25,450 Est. Cost $0.01 Unrealized
BLACKROCK CAP ALLOCATION BCAT 0.0%
Value ($000) $0 Shares 23,773 Est. Cost $16.70 Unrealized
MFS INTERMEDIATE HIGH INCOME F 0.0%
Value ($000) $0 Shares 190,350 Est. Cost $1.12 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,517 Est. Cost $121.90 Unrealized -7.4%
HMN HORACE MANN EDUCATORS CORP 0.0%
Value ($000) $0 Shares 8,575 Est. Cost $37.69 Unrealized 0.0%
WA INFLATION - LINKED INCOME F 0.0%
Value ($000) $0 Shares 36,378 Est. Cost $12.00 Unrealized
ATRION CORP 0.0%
Value ($000) $0 Shares 550 Est. Cost $655.54 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $0 Shares 11,225 Est. Cost $21.53 Unrealized +26.3%
BLACKROCK MUNIYIELD NY QUALITY 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $13.10 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,200 Est. Cost $34.06 Unrealized +83.5%
BCO BRINK'S CO/THE 0.0%
Value ($000) $0 Shares 5,600 Est. Cost $60.23 Unrealized -7.3%
TCOM TRIP COM GROUP LTD ADR 0.0%
Value ($000) $0 Shares 8,400 Est. Cost $35.74 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $0 Shares 5,935 Est. Cost $55.72 Unrealized -22.2%
PCH POTLATCHDELTIC CORP 0.0%
Value ($000) $0 Shares 6,410 Est. Cost $48.20 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 3,163 Est. Cost $75.27 Unrealized +1.2%
PATTERSON COS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $28.70 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $0 Shares 4,410 Est. Cost $44.21 Unrealized +20.1%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $0 Shares 11,250 Est. Cost $87.44 Unrealized -66.8%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $0 Shares 2,225 Est. Cost $109.79 Unrealized 0.0%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 18,050 Est. Cost $12.88 Unrealized +5.5%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $21.94 Unrealized +114.2%
SCL STEPAN CO 0.0%
Value ($000) $0 Shares 2,200 Est. Cost $104.44 Unrealized +0.4%
MFS MULTIMARKET INCOME TRUST M 0.0%
Value ($000) $0 Shares 51,098 Est. Cost $5.59 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 870 Est. Cost $242.73 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 2,875 Est. Cost $52.64 Unrealized +35.9%
CEG CONSTELLATION ENERGY GROUP 0.0%
Value ($000) $0 Shares 2,560 Est. Cost $71.76 Unrealized +22.2%
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $0 Shares 5,965 Est. Cost $23.09 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 575 Est. Cost $331.71 Unrealized +1.9%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $0 Shares 1,510 Est. Cost $114.27 Unrealized +23.7%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $126.12 Unrealized +33.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1,170 Est. Cost $84.18 Unrealized +89.0%
NICE NICE LTD ADR 0.0%
Value ($000) $0 Shares 1,050 Est. Cost $50.02 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 710 Est. Cost $279.60 Unrealized -8.3%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $0 Shares 5,281 Est. Cost $44.50 Unrealized
WELLS FARGO MULTI-SECTOR INC F 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.01 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 770 Est. Cost $193.92 Unrealized +20.2%
MFS HIGH YIELD MUNI TR CMU 0.0%
Value ($000) $0 Shares 60,741 Est. Cost $0.00 Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $0 Shares 6,600 Est. Cost $27.35 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 1,570 Est. Cost $106.57 Unrealized -7.6%
IFF INTL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $0 Shares 1,720 Est. Cost $104.77 Unrealized -14.2%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $0 Shares 7,390 Est. Cost $18.39 Unrealized +2.5%
CREDIT SUISSE ASSET MANAGEMENT 0.0%
Value ($000) $0 Shares 70,729 Est. Cost $0.00 Unrealized
GOLDMAN SACHS MLP ENERGY GER 0.0%
Value ($000) $0 Shares 13,798 Est. Cost $9.31 Unrealized
AMCOR PLC 0.0%
Value ($000) $0 Shares 14,725 Est. Cost $8.56 Unrealized +19.5%
PIMCO ENRGY & TACT CRDT NRGX 0.0%
Value ($000) $0 Shares 11,730 Est. Cost $8.22 Unrealized
BLACKROCK MUNI INC TR BFK 0.0%
Value ($000) $0 Shares 17,200 Est. Cost $9.55 Unrealized
CTSH COGNIZANT TECH SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $58.52 Unrealized -4.8%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $0 Shares 1,930 Est. Cost $100.19 Unrealized -6.7%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 3,265 Est. Cost $72.52 Unrealized -31.6%
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $0 Shares 533 Est. Cost $286.41 Unrealized +3.7%
XIFR NEXTERA ENERGY PARTNERS LTD 0.0%
Value ($000) $0 Shares 2,325 Est. Cost $83.68 Unrealized -10.5%
PNR PENTAIR LTD 0.0%
Value ($000) $0 Shares 3,575 Est. Cost $41.86 Unrealized 0.0%
BLACKROCK MUNIHOLDINGS NY QUAL 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $13.28 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 1,052 Est. Cost $155.43 Unrealized -7.9%
FIRST TRUST MLP AND ENERGY INC 0.0%
Value ($000) $0 Shares 18,143 Est. Cost $6.66 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $0 Shares 2,975 Est. Cost $42.47 Unrealized -3.9%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $28.16 Unrealized +90.9%
MATV MATIV HOLDINGS INC 0.0%
Value ($000) $0 Shares 6,585 Est. Cost $19.57 Unrealized -3.8%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $0 Shares 3,550 Est. Cost $38.09 Unrealized -5.6%
FHN FIRST HORIZON CORP 0.0%
Value ($000) $0 Shares 5,475 Est. Cost $17.40 Unrealized +23.8%
VEA VANGUARD FTSE DEV MKTS ETF 0.0%
Value ($000) $0 Shares 3,092 Est. Cost $0.04 Unrealized
FIRST TRUST NEW OPPORTUNITIES 0.0%
Value ($000) $0 Shares 21,500 Est. Cost $7.52 Unrealized
STRA STRATEGIC EDUCATION INC 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $55.39 Unrealized +22.8%
FMX FOMENTO ECONOMICO MEXICANO ADR 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $77.46 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 1,029 Est. Cost $69.89 Unrealized +32.8%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $0 Shares 4,275 Est. Cost $35.77 Unrealized -30.4%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 675 Est. Cost $79.53 Unrealized +78.3%
TSN TYSON FOODS INC - CL A 0.0%
Value ($000) $0 Shares 1,525 Est. Cost $63.18 Unrealized -7.7%
NUVEEN SENIOR INC FD NSL 0.0%
Value ($000) $0 Shares 20,300 Est. Cost $6.32 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $13.53 Unrealized +10.9%
NPK NATIONAL PRESTO INDUSTRIES INC 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $83.82 Unrealized -18.4%
FIRST TRUST ENERGY INC AND GRO 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $7.78 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $0 Shares 11,400 Est. Cost $17.19 Unrealized -43.9%
BSAC BANCO SANTANDER CHILE ADR 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $16.38 Unrealized
OUTSET MED INC 0.0%
Value ($000) $0 Shares 2,668 Est. Cost $46.10 Unrealized
CHINA PETROLEUM & CHEMICAL COR 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $46.43 Unrealized
APOLLO TACTICAL INCOME FD AIF 0.0%
Value ($000) $0 Shares 5,436 Est. Cost $0.01 Unrealized
SE SEA LTD-ADR 0.0%
Value ($000) $0 Shares 1,225 Est. Cost $238.92 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $61.70 Unrealized 0.0%
ABEV AMBEV SA ADR 0.0%
Value ($000) $0 Shares 21,575 Est. Cost $3.80 Unrealized
RTX RAYTHEON TECHNOLOGIES COR 0.0%
Value ($000) $0 Shares 575 Est. Cost $65.24 Unrealized +34.3%
EVTC EVERTEC INC 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $45.34 Unrealized -28.7%
DBX DROPBOX INC 0.0%
Value ($000) $0 Shares 2,455 Est. Cost $22.00 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 354 Est. Cost $45.32 Unrealized +0.7%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 575 Est. Cost $60.13 Unrealized +27.4%
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $0 Shares 226 Est. Cost $143.90 Unrealized +17.7%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $462.71 Unrealized
SONO SONOS INC 0.0%
Value ($000) $0 Shares 2,314 Est. Cost $16.28 Unrealized 0.0%
VWO VANGUARD MSCI EMERGING MKT 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.04 Unrealized
XBNYX BLACKROCK NY MUNI INCOME BNY 0.0%
Value ($000) $0 Shares 3,473 Est. Cost $15.10 Unrealized
CUSHING MLP & INF TOTAL RETURN 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $31.67 Unrealized
GDS GDS HLDGS LTD ADR 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $46.98 Unrealized
DE DEERE & CO 0.0%
Value ($000) $0 Shares 71 Est. Cost $328.58 Unrealized +18.3%
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 490 Est. Cost $225.24 Unrealized -78.4%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 216 Est. Cost $106.44 Unrealized 0.0%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $0 Shares 349 Est. Cost $62.13 Unrealized -13.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 64 Est. Cost $422.97 Unrealized -24.1%
AKOYA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 1,854 Est. Cost $0.01 Unrealized
NUVEEN INTER DUR MUNI TERM FD 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $0.01 Unrealized
AON AON PLC 0.0%
Value ($000) $0 Shares 54 Est. Cost $290.95 Unrealized -1.8%
ROP ROPER INDS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $403.95 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $503.62 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 184 Est. Cost $29.94 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $0 Shares 110 Est. Cost $74.21 Unrealized 0.0%
MA MASTERCARD INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $323.40 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $53.81 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $45.01 Unrealized -17.6%
NEUBERGER BERMAN MLP INCOME FD 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.01 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 34 Est. Cost $77.07 Unrealized 0.0%
MREO MEREO BIOPHARMA GROUP PLC 0.0%
Value ($000) $0 Shares 970 Est. Cost $2.06 Unrealized
TLOG TETRALOGIC PHARMACEUTICALS COR 0.0%
Value ($000) $0 Shares 3,913 Est. Cost $0.01 Unrealized -94.4%