SIT INVESTMENT ASSOCIATES INC Diversified Active

CIK: 0000769317 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $3,827 (100.0% shares, 0.0% debt)

Holdings (546)

CORNERSTONE STRATEGIC VALUE FD 3.6%
Value ($000) $138 Shares 16,480,216 Est. Cost $8.58 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $121 Shares 625,794 Est. Cost $86.14 Unrealized +99.7%
MSFT MICROSOFT CORP 3.0%
Value ($000) $115 Shares 337,130 Est. Cost $29.79 Unrealized +931.4%
AVGO BROADCOM INC 1.7%
Value ($000) $67 Shares 76,998 Est. Cost $22.31 Unrealized +208.1%
PUTNAM PREMIER INCOME TRUST PP 1.6%
Value ($000) $61 Shares 17,448,620 Est. Cost $4.26 Unrealized
BLACKROCK CREDIT ALLOCATION IN 1.6%
Value ($000) $61 Shares 6,020,107 Est. Cost $10.39 Unrealized
PUTNAM MASTER INTERMEDIATE INC 1.5%
Value ($000) $59 Shares 18,546,530 Est. Cost $3.95 Unrealized
MFS INTERMEDIATE INCOME TRUST 1.4%
Value ($000) $54 Shares 19,690,850 Est. Cost $3.58 Unrealized
CBRE GBL REAL ESTATE INC IGR 1.3%
Value ($000) $51 Shares 9,746,330 Est. Cost $0.01 Unrealized
NUVEEN AMT-FREE QUALITY MUNI I 1.2%
Value ($000) $47 Shares 4,314,232 Est. Cost $11.23 Unrealized
EATON VANCE LIMITED DURATION I 1.2%
Value ($000) $45 Shares 4,793,017 Est. Cost $12.08 Unrealized
NUVEEN QUALITY MUNICIPAL INC F 1.1%
Value ($000) $43 Shares 3,782,646 Est. Cost $9.16 Unrealized
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $41 Shares 84,410 Est. Cost $156.71 Unrealized +196.6%
DOUBLELINE OPP CREDIT FD DBL 1.0%
Value ($000) $39 Shares 2,705,943 Est. Cost $17.31 Unrealized
BLACKROCK CORP HIGH YIELD FD H 1.0%
Value ($000) $38 Shares 4,241,081 Est. Cost $0.30 Unrealized
GOOGL ALPHABET INC - CL A 1.0%
Value ($000) $37 Shares 308,976 Est. Cost $106.75 Unrealized +7.0%
NVDA NVIDIA CORP 1.0%
Value ($000) $37 Shares 86,505 Est. Cost $19.49 Unrealized +70.2%
DWS MUNICIPAL INCOME TRUST KTF 0.9%
Value ($000) $35 Shares 4,110,276 Est. Cost $8.37 Unrealized
BLACKROCK INCOME TR INC BKT 0.9%
Value ($000) $35 Shares 2,887,615 Est. Cost $0.01 Unrealized
NUVEEN AMT-FREE MUNI CREDIT IN 0.9%
Value ($000) $35 Shares 2,995,180 Est. Cost $1.21 Unrealized
AMAT APPLIED MATERIALS INC 0.9%
Value ($000) $34 Shares 231,805 Est. Cost $26.61 Unrealized +359.5%
XXINSIXX INSIGHT SELECT INCOME FD INSI 0.8%
Value ($000) $32 Shares 2,057,516 Est. Cost $16.05 Unrealized
NUVEEN PREFERRED & INCOME SEC 0.8%
Value ($000) $31 Shares 4,807,315 Est. Cost $6.34 Unrealized
CORNERSTONE TOTAL RETURN FD CR 0.8%
Value ($000) $30 Shares 3,735,347 Est. Cost $8.35 Unrealized
INVESCO TRUST FOR INV GRADE MU 0.8%
Value ($000) $30 Shares 3,052,160 Est. Cost $6.14 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $29 Shares 175,281 Est. Cost $75.25 Unrealized +97.8%
BLACKROCK ESG CAPITAL ALLOC TR 0.7%
Value ($000) $28 Shares 1,781,941 Est. Cost $0.01 Unrealized
VIRTUS TOTAL RETURN FUND INC Z 0.7%
Value ($000) $27 Shares 4,423,711 Est. Cost $6.26 Unrealized
CB CHUBB LTD 0.7%
Value ($000) $27 Shares 139,394 Est. Cost $127.45 Unrealized +49.0%
ACN ACCENTURE PLC CL A 0.7%
Value ($000) $26 Shares 85,195 Est. Cost $99.74 Unrealized +180.4%
NUVEEN MUNICIPAL CREDIT INC FD 0.7%
Value ($000) $26 Shares 2,235,816 Est. Cost $0.39 Unrealized
NUVEEN MULTI-MARKET INC FD JMM 0.7%
Value ($000) $26 Shares 4,440,219 Est. Cost $6.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $25 Shares 48,383 Est. Cost $333.12 Unrealized +60.7%
COP CONOCOPHILLIPS 0.7%
Value ($000) $25 Shares 243,053 Est. Cost $73.72 Unrealized +28.1%
PEP PEPSICO INC 0.6%
Value ($000) $25 Shares 132,380 Est. Cost $68.50 Unrealized +149.0%
NUVEEN MORTGAGE & INCOME FD JL 0.6%
Value ($000) $24 Shares 1,509,452 Est. Cost $19.26 Unrealized
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $24 Shares 216,190 Est. Cost $67.55 Unrealized +50.2%
JOHN HANCOCK INCOME SECURITIES 0.6%
Value ($000) $23 Shares 2,171,129 Est. Cost $9.93 Unrealized
TCW STRATEGIC INCOME FD TSI 0.6%
Value ($000) $23 Shares 5,039,620 Est. Cost $4.11 Unrealized
V VISA INC 0.6%
Value ($000) $23 Shares 97,130 Est. Cost $79.36 Unrealized +182.8%
FIRST TR MORTGAGE INCOME FD FM 0.6%
Value ($000) $22 Shares 1,991,746 Est. Cost $14.02 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $22 Shares 150,009 Est. Cost $84.37 Unrealized +53.7%
AMZN AMAZON.COM INC 0.6%
Value ($000) $22 Shares 165,818 Est. Cost $120.98 Unrealized -5.6%
WESTERN ASSET DIVERSIFIED INC 0.5%
Value ($000) $21 Shares 1,522,843 Est. Cost $17.59 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $20 Shares 170,436 Est. Cost $57.27 Unrealized +75.3%
INVESCO MUNICIPAL TRUST VKQ 0.5%
Value ($000) $20 Shares 2,140,920 Est. Cost $7.76 Unrealized
XAXCX INVESCO DYNAMIC CREDIT OPP FD 0.5%
Value ($000) $20 Shares 1,784,433 Est. Cost $12.45 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $20 Shares 95,422 Est. Cost $88.56 Unrealized +111.2%
AZN ASTRAZENECA PLC ADR 0.5%
Value ($000) $19 Shares 269,641 Est. Cost $44.08 Unrealized
NUVEEN BUILD AMERICA BOND FD N 0.5%
Value ($000) $19 Shares 1,215,375 Est. Cost $0.46 Unrealized
TJX TJX COS INC/THE 0.5%
Value ($000) $19 Shares 224,290 Est. Cost $46.03 Unrealized +65.4%
FDX FEDEX CORP 0.5%
Value ($000) $19 Shares 76,191 Est. Cost $158.97 Unrealized +35.9%
HD HOME DEPOT INC 0.5%
Value ($000) $18 Shares 59,389 Est. Cost $64.53 Unrealized +328.3%
INTU INTUIT INC 0.5%
Value ($000) $18 Shares 39,759 Est. Cost $319.66 Unrealized +34.8%
ADBE ADOBE INC 0.5%
Value ($000) $18 Shares 36,442 Est. Cost $245.43 Unrealized +64.1%
DXCM DEXCOM INC 0.5%
Value ($000) $17 Shares 135,483 Est. Cost $83.29 Unrealized +45.2%
CLEARBRIDGE ENERGY MLP OPP FD 0.5%
Value ($000) $17 Shares 577,250 Est. Cost $7.88 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $17 Shares 232,279 Est. Cost $58.27 Unrealized +20.1%
BLACKROCK CORE BOND TRUST BHK 0.4%
Value ($000) $17 Shares 1,612,950 Est. Cost $7.54 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $17 Shares 232,017 Est. Cost $47.98 Unrealized +42.8%
SIEGY SIEMENS AG ADR 0.4%
Value ($000) $17 Shares 202,780 Est. Cost $78.97 Unrealized
MFS GOVERNMENT MARKETS INCOME 0.4%
Value ($000) $17 Shares 5,242,253 Est. Cost $2.81 Unrealized
INVESCO BOND FUND VBF 0.4%
Value ($000) $17 Shares 1,120,352 Est. Cost $16.62 Unrealized
STZ CONSTELLATION BRANDS INC 0.4%
Value ($000) $16 Shares 66,872 Est. Cost $190.24 Unrealized +17.1%
AMP AMERIPRISE FINANCIAL INC 0.4%
Value ($000) $16 Shares 49,465 Est. Cost $124.28 Unrealized +138.6%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $16 Shares 78,200 Est. Cost $116.33 Unrealized +50.9%
MCD MCDONALD'S CORP 0.4%
Value ($000) $16 Shares 54,149 Est. Cost $162.68 Unrealized +67.9%
ABERDEEN INC CREDIT STRATEGIES 0.4%
Value ($000) $16 Shares 2,341,143 Est. Cost $0.01 Unrealized
WESTERN ASSET PREMIER BOND FUN 0.4%
Value ($000) $16 Shares 1,548,735 Est. Cost $9.60 Unrealized
GOOG ALPHABET INC - CL C 0.4%
Value ($000) $15 Shares 128,120 Est. Cost $107.06 Unrealized +7.3%
BLACKSTONE STRAT CR 2027 TERM 0.4%
Value ($000) $15 Shares 1,386,237 Est. Cost $12.80 Unrealized
XEGFX BLACKROCK ENHANCED GOVERNMENT 0.4%
Value ($000) $15 Shares 1,567,239 Est. Cost $12.82 Unrealized
INVESCO MUNICIPAL OPPORTUNITY 0.4%
Value ($000) $14 Shares 1,527,882 Est. Cost $7.67 Unrealized
NUVEEN NJ QUALITY MUNI INC FD 0.4%
Value ($000) $14 Shares 1,252,784 Est. Cost $10.78 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.4%
Value ($000) $14 Shares 126,775 Est. Cost $57.88 Unrealized +61.8%
INVESCO PA VALUE MUNI INC TR V 0.4%
Value ($000) $14 Shares 1,414,003 Est. Cost $9.10 Unrealized
EATON VANCE MUNICIPAL BOND FUN 0.4%
Value ($000) $14 Shares 1,398,267 Est. Cost $5.01 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $14 Shares 64,368 Est. Cost $139.09 Unrealized +45.0%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $13 Shares 75,077 Est. Cost $120.90 Unrealized +31.3%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $13 Shares 67,016 Est. Cost $189.58 Unrealized -6.1%
XHIEX MILLER HOWARD HIGH INC EQ HIE 0.3%
Value ($000) $13 Shares 1,279,411 Est. Cost $7.42 Unrealized
XFDEX FIRST TR DYNAMIC EUROPE EQ INC 0.3%
Value ($000) $13 Shares 969,671 Est. Cost $8.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $13 Shares 114,144 Est. Cost $75.32 Unrealized +28.4%
FRANKLIN LIMITED DURATION INCO 0.3%
Value ($000) $12 Shares 2,022,532 Est. Cost $7.57 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $12 Shares 63,901 Est. Cost $110.50 Unrealized +60.1%
KKR INCOME OPPORTUNITIES FD KI 0.3%
Value ($000) $12 Shares 1,070,257 Est. Cost $8.64 Unrealized
NUVEEN VAR RT PREF & INC NPFD 0.3%
Value ($000) $12 Shares 801,308 Est. Cost $1.34 Unrealized
BLACKROCK TAXABLE MUNI BOND TR 0.3%
Value ($000) $12 Shares 744,597 Est. Cost $0.65 Unrealized
INVESCO ADVANTAGE MUNI INC TRU 0.3%
Value ($000) $12 Shares 1,468,377 Est. Cost $7.90 Unrealized
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $12 Shares 80,705 Est. Cost $147.74 Unrealized +0.2%
ETFMG ULTRA SHORT ETF VALT 0.3%
Value ($000) $12 Shares 249,300 Est. Cost $0.05 Unrealized
WA INFLATION-LINKED OPP & INC 0.3%
Value ($000) $12 Shares 1,357,623 Est. Cost $11.97 Unrealized
RIVERNORTH CAP AND INCM FD RS 0.3%
Value ($000) $12 Shares 777,674 Est. Cost $0.02 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $12 Shares 78,960 Est. Cost $91.59 Unrealized +54.3%
ARISTA NETWORKS INC 0.3%
Value ($000) $12 Shares 73,829 Est. Cost $104.50 Unrealized
CALAMOS LNG/SHRT EQ & DYN CPZ 0.3%
Value ($000) $12 Shares 768,104 Est. Cost $18.83 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $12 Shares 110,335 Est. Cost $96.39 Unrealized +3.3%
O REALTY INCOME CORP 0.3%
Value ($000) $12 Shares 196,771 Est. Cost $48.41 Unrealized +8.6%
NUVEEN PA QUALITY MUNI INC FD 0.3%
Value ($000) $12 Shares 1,033,280 Est. Cost $9.50 Unrealized
GS GOLDMAN SACHS GROUP INC/THE 0.3%
Value ($000) $11 Shares 35,283 Est. Cost $238.62 Unrealized +29.0%
APD AIR PRODUCTS & CHEMICALS INC 0.3%
Value ($000) $11 Shares 37,911 Est. Cost $212.34 Unrealized +24.9%
PGIM SHORT DUR HI YLD SDHY 0.3%
Value ($000) $11 Shares 741,846 Est. Cost $18.38 Unrealized
TE CONNECTIVITY LTD 0.3%
Value ($000) $11 Shares 78,736 Est. Cost $95.48 Unrealized
XMIOX PIONEER MUNI HIGH INC OPP MIO 0.3%
Value ($000) $11 Shares 985,601 Est. Cost $15.18 Unrealized
PGIM GLOBAL SHORT DURATION HIG 0.3%
Value ($000) $10 Shares 956,591 Est. Cost $14.12 Unrealized
WESTERN ASSET INV GRA DEF OPP 0.3%
Value ($000) $10 Shares 630,002 Est. Cost $5.12 Unrealized
BLACKROCK MUNIHOLDINGS CA MUC 0.3%
Value ($000) $10 Shares 947,240 Est. Cost $2.73 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $10 Shares 132,060 Est. Cost $72.22 Unrealized +0.5%
EATON VANCE SHORT DUR DIVERSIF 0.3%
Value ($000) $10 Shares 1,027,060 Est. Cost $12.34 Unrealized
WCN WASTE CONNECTIONS INC 0.3%
Value ($000) $10 Shares 70,360 Est. Cost $67.89 Unrealized +102.2%
MDT MEDTRONIC PLC 0.3%
Value ($000) $10 Shares 113,875 Est. Cost $86.26 Unrealized -8.0%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $10 Shares 46,462 Est. Cost $209.54 Unrealized -2.4%
XENWX EATON VANCE NEW YORK MUNI ENX 0.3%
Value ($000) $10 Shares 1,050,419 Est. Cost $3.75 Unrealized
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $10 Shares 69,670 Est. Cost $128.81 Unrealized +1.7%
WA GLOBAL CORPORATE DEFINED OP 0.3%
Value ($000) $10 Shares 790,824 Est. Cost $0.73 Unrealized
RGA REINSURANCE GROUP OF AMERICA I 0.3%
Value ($000) $10 Shares 70,120 Est. Cost $128.19 Unrealized +10.9%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $10 Shares 149,675 Est. Cost $64.21 Unrealized -8.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $10 Shares 20,786 Est. Cost $315.20 Unrealized +36.9%
EG EVEREST RE GROUP LTD 0.2%
Value ($000) $9 Shares 27,774 Est. Cost $233.12 Unrealized +48.3%
VIRTUS GLOBAL MULTI-SECTOR INC 0.2%
Value ($000) $9 Shares 1,269,977 Est. Cost $3.07 Unrealized
TEAM ATLASSIAN CORP PLC 0.2%
Value ($000) $9 Shares 56,199 Est. Cost $227.13 Unrealized -29.5%
XEL XCEL ENERGY INC 0.2%
Value ($000) $9 Shares 151,610 Est. Cost $59.21 Unrealized +2.6%
CG CARLYLE GROUP LP/THE 0.2%
Value ($000) $9 Shares 294,900 Est. Cost $26.71 Unrealized -0.3%
PIMCO STRATEGIC INCOME FUND RC 0.2%
Value ($000) $9 Shares 1,795,297 Est. Cost $6.45 Unrealized
PGIM SHORT DURATION HI YLD FD 0.2%
Value ($000) $9 Shares 745,324 Est. Cost $14.29 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $9 Shares 45,949 Est. Cost $98.37 Unrealized +73.2%
NUVEEN GLOBAL HIGH INCOME FD J 0.2%
Value ($000) $9 Shares 826,737 Est. Cost $15.13 Unrealized
BARINGS GLOBAL SHORT DUR HI YL 0.2%
Value ($000) $9 Shares 700,674 Est. Cost $15.22 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.2%
Value ($000) $9 Shares 16,791 Est. Cost $140.21 Unrealized +231.8%
BLACKSTONE LNG SHRT CRED INC F 0.2%
Value ($000) $9 Shares 798,165 Est. Cost $8.62 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $9 Shares 23,253 Est. Cost $322.30 Unrealized +9.5%
SHEL SHELL PLC ADR 0.2%
Value ($000) $9 Shares 146,015 Est. Cost $44.56 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $9 Shares 18,640 Est. Cost $154.44 Unrealized +217.2%
AIG AMERICAN INTERNATIONAL GROUP I 0.2%
Value ($000) $9 Shares 151,414 Est. Cost $51.33 Unrealized -1.4%
CSL CARLISLE COS INC 0.2%
Value ($000) $9 Shares 33,770 Est. Cost $144.43 Unrealized +48.7%
PPL PPL CORP 0.2%
Value ($000) $9 Shares 322,550 Est. Cost $25.15 Unrealized 0.0%
SYY SYSCO CORP 0.2%
Value ($000) $8 Shares 114,538 Est. Cost $73.92 Unrealized -7.3%
THC TENET HEALTHCARE CORP 0.2%
Value ($000) $8 Shares 101,700 Est. Cost $23.57 Unrealized +202.0%
COHEN & STEERS TAX ADVANTAGE P 0.2%
Value ($000) $8 Shares 474,631 Est. Cost $23.22 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.2%
Value ($000) $8 Shares 37,641 Est. Cost $38.93 Unrealized +421.8%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $8 Shares 27,077 Est. Cost $196.42 Unrealized +38.5%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $8 Shares 20,989 Est. Cost $200.42 Unrealized +63.9%
INVESCO QUALITY MUNICIPAL INCO 0.2%
Value ($000) $8 Shares 847,857 Est. Cost $12.70 Unrealized
NUVEEN MULTI ASSET INCOME NMA 0.2%
Value ($000) $8 Shares 685,087 Est. Cost $0.01 Unrealized
PTC PTC INC 0.2%
Value ($000) $8 Shares 55,660 Est. Cost $53.99 Unrealized +145.3%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $8 Shares 20,550 Est. Cost $322.11 Unrealized +14.5%
SBUX STARBUCKS CORP 0.2%
Value ($000) $8 Shares 77,658 Est. Cost $66.46 Unrealized +46.3%
AL AIR LEASE CORP 0.2%
Value ($000) $8 Shares 181,500 Est. Cost $39.90 Unrealized -5.3%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $7 Shares 87,642 Est. Cost $49.60 Unrealized
APTIV PLC 0.2%
Value ($000) $7 Shares 72,243 Est. Cost $70.25 Unrealized
MFS CHARTER INCOME TRUST MCR 0.2%
Value ($000) $7 Shares 1,137,504 Est. Cost $5.86 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $7 Shares 34,732 Est. Cost $106.01 Unrealized +88.6%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $7 Shares 22,099 Est. Cost $196.73 Unrealized +47.0%
BK BANK OF NEW YORK MELLON CORP 0.2%
Value ($000) $7 Shares 157,175 Est. Cost $44.75 Unrealized -10.8%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $7 Shares 75,895 Est. Cost $78.77 Unrealized +1.7%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $7 Shares 41,185 Est. Cost $64.66 Unrealized +129.3%
CHRD CHORD ENERGY CORPORATION 0.2%
Value ($000) $7 Shares 44,577 Est. Cost $102.34 Unrealized +21.7%
NOG NORTHERN OIL AND GAS INC 0.2%
Value ($000) $7 Shares 194,150 Est. Cost $32.64 Unrealized -0.7%
ASML ASML HOLDING NV 0.2%
Value ($000) $7 Shares 9,189 Est. Cost $281.10 Unrealized
CREDIT SUISSE HIGH YIELD BOND 0.2%
Value ($000) $7 Shares 3,514,786 Est. Cost $1.34 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $7 Shares 16,422 Est. Cost $352.54 Unrealized +1.5%
FIRST TR HIGH INC LONG/SHORT F 0.2%
Value ($000) $6 Shares 565,694 Est. Cost $14.93 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.2%
Value ($000) $6 Shares 48,327 Est. Cost $120.73 Unrealized -2.2%
ANGEL OAK FINANCIAL STRAT INC 0.2%
Value ($000) $6 Shares 546,099 Est. Cost $15.12 Unrealized
GRMN GARMIN LTD 0.2%
Value ($000) $6 Shares 61,649 Est. Cost $85.41 Unrealized +13.6%
WMB WILLIAMS COS INC DEL 0.2%
Value ($000) $6 Shares 196,315 Est. Cost $29.04 Unrealized -7.8%
MS MORGAN STANLEY 0.2%
Value ($000) $6 Shares 74,840 Est. Cost $46.33 Unrealized +69.2%
SHW SHERWIN-WILLIAMS CO/THE 0.2%
Value ($000) $6 Shares 23,469 Est. Cost $202.78 Unrealized +13.5%
WTW WILLIS TOWERS WATSON PLC 0.2%
Value ($000) $6 Shares 26,220 Est. Cost $221.01 Unrealized +0.7%
RIVERNORTH DOUBLELINE STR OPP 0.2%
Value ($000) $6 Shares 708,384 Est. Cost $9.85 Unrealized
G GENPACT LTD 0.2%
Value ($000) $6 Shares 160,840 Est. Cost $44.11 Unrealized -12.2%
ARES DYNAMIC CRED ALLOC FD AR 0.2%
Value ($000) $6 Shares 487,785 Est. Cost $14.01 Unrealized
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $6 Shares 93,977 Est. Cost $71.32 Unrealized -14.6%
NUVEEN CORE PLUS IMPACT FUND N 0.2%
Value ($000) $6 Shares 596,595 Est. Cost $15.94 Unrealized
XEVMX EATON VANCE CA MUNICIPAL BOND 0.2%
Value ($000) $6 Shares 661,686 Est. Cost $0.01 Unrealized
XPHTX PIONEER HIGH INCOME FUND PHT 0.2%
Value ($000) $6 Shares 868,975 Est. Cost $5.86 Unrealized
EL ESTEE LAUDER COS INC 0.2%
Value ($000) $6 Shares 29,409 Est. Cost $84.92 Unrealized +137.4%
WESTERN ASSET HGH YLD DFN FD H 0.1%
Value ($000) $6 Shares 487,566 Est. Cost $0.01 Unrealized
CCIF VERTICAL CAP INCOME FUND VCIF 0.1%
Value ($000) $6 Shares 573,636 Est. Cost $8.54 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $6 Shares 10,094 Est. Cost $85.49 Unrealized +17.0%
HUBS HUBSPOT INC 0.1%
Value ($000) $6 Shares 10,620 Est. Cost $114.78 Unrealized +308.3%
YETI YETI HOLDINGS INC 0.1%
Value ($000) $6 Shares 143,090 Est. Cost $27.88 Unrealized +39.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $6 Shares 37,777 Est. Cost $132.02 Unrealized +0.5%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $5 Shares 79,025 Est. Cost $45.26 Unrealized +35.7%
GLNCY GLENCORE PLC ADR 0.1%
Value ($000) $5 Shares 474,580 Est. Cost $0.01 Unrealized
XHTAX INVESCO HIGH INC 2024 TARGET T 0.1%
Value ($000) $5 Shares 753,327 Est. Cost $6.64 Unrealized
XBFZX BLACKROCK CA MUNICIPAL INCOME 0.1%
Value ($000) $5 Shares 446,718 Est. Cost $0.01 Unrealized
PODD INSULET CORP 0.1%
Value ($000) $5 Shares 18,319 Est. Cost $134.58 Unrealized +125.7%
FIRST TR HIGH YIELD OPP 2027 F 0.1%
Value ($000) $5 Shares 377,882 Est. Cost $0.01 Unrealized
DEO DIAGEO PLC ADR 0.1%
Value ($000) $5 Shares 29,520 Est. Cost $123.98 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $5 Shares 20,039 Est. Cost $86.15 Unrealized +20.8%
NUVEEN SENIOR INC FD NSL 0.1%
Value ($000) $5 Shares 1,097,884 Est. Cost $0.12 Unrealized
XHITX INVESCO HIGH INC 2023 TARGET T 0.1%
Value ($000) $5 Shares 668,322 Est. Cost $4.93 Unrealized
GLOB GLOBANT SA 0.1%
Value ($000) $5 Shares 27,425 Est. Cost $136.16 Unrealized +20.5%
ALIZY ALLIANZ SE ADR 0.1%
Value ($000) $5 Shares 211,657 Est. Cost $16.95 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $5 Shares 71,049 Est. Cost $62.66 Unrealized +2.6%
HUBB HUBBELL INC 0.1%
Value ($000) $5 Shares 14,710 Est. Cost $97.39 Unrealized +174.4%
KBR KBR INC 0.1%
Value ($000) $5 Shares 73,825 Est. Cost $18.96 Unrealized +205.3%
INMD INMODE LTD 0.1%
Value ($000) $5 Shares 128,475 Est. Cost $43.55 Unrealized -19.8%
ANSYS INC 0.1%
Value ($000) $5 Shares 14,205 Est. Cost $74.40 Unrealized
DT DYNATRACE INC 0.1%
Value ($000) $5 Shares 90,855 Est. Cost $43.77 Unrealized +7.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $5 Shares 10,245 Est. Cost $389.51 Unrealized +11.4%
EATON VANCE T/M BUY-WRITE OP E 0.1%
Value ($000) $5 Shares 362,347 Est. Cost $0.01 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $5 Shares 135,465 Est. Cost $29.90 Unrealized +5.0%
XMUIX BLACKROCK MUNICIPAL INCOME FD 0.1%
Value ($000) $5 Shares 396,653 Est. Cost $6.23 Unrealized
ALTAIR ENGINEERING INC-A 0.1%
Value ($000) $5 Shares 59,808 Est. Cost $38.34 Unrealized
WESTERN ASSET MORTGAGE DEFINED 0.1%
Value ($000) $4 Shares 417,062 Est. Cost $15.27 Unrealized
NSRGY NESTLE SA ADR 0.1%
Value ($000) $4 Shares 35,705 Est. Cost $75.68 Unrealized
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $4 Shares 36,600 Est. Cost $67.89 Unrealized +64.7%
TREX TREX CO INC 0.1%
Value ($000) $4 Shares 63,710 Est. Cost $50.73 Unrealized +10.0%
MKSI MKS INSTRUMENTS INC 0.1%
Value ($000) $4 Shares 38,425 Est. Cost $80.38 Unrealized +11.4%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $4 Shares 44,025 Est. Cost $64.36 Unrealized +21.2%
ABERDEEN STD GLBL INFR INC FD 0.1%
Value ($000) $4 Shares 230,347 Est. Cost $0.02 Unrealized
MTN VAIL RESORTS INC 0.1%
Value ($000) $4 Shares 16,085 Est. Cost $218.08 Unrealized +11.8%
CCEP COCA-COLA EUROPACIFIC PARTNERS 0.1%
Value ($000) $4 Shares 61,300 Est. Cost $30.50 Unrealized +92.4%
SPLUNK INC 0.1%
Value ($000) $4 Shares 37,165 Est. Cost $108.60 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $4 Shares 34,310 Est. Cost $94.92 Unrealized +35.7%
RIVERNORTH OPPRTUNITIES FD RIV 0.1%
Value ($000) $4 Shares 343,324 Est. Cost $0.01 Unrealized
BNY MELLON HIGH YIELD STRATEGI 0.1%
Value ($000) $4 Shares 1,767,000 Est. Cost $2.31 Unrealized
TECH BIO-TECHNE CORP 0.1%
Value ($000) $4 Shares 46,700 Est. Cost $74.82 Unrealized +6.1%
BLACKROCK MUNIHOLDINGS FD MHD 0.1%
Value ($000) $4 Shares 321,503 Est. Cost $15.98 Unrealized
INVESCO VALUE MUNICIPAL INCOME 0.1%
Value ($000) $4 Shares 315,910 Est. Cost $14.80 Unrealized
LOGI LOGITECH INTERNATIONAL SA 0.1%
Value ($000) $4 Shares 62,258 Est. Cost $37.50 Unrealized +54.0%
OLN OLIN CORP 0.1%
Value ($000) $4 Shares 71,525 Est. Cost $21.53 Unrealized +132.3%
XDCFX BNY MELLON ALCENTRA GLOBAL CRE 0.1%
Value ($000) $4 Shares 482,700 Est. Cost $0.54 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $4 Shares 40,340 Est. Cost $36.19 Unrealized +132.2%
XJPIX NUVEEN PFD & INCOME TERM FD JP 0.1%
Value ($000) $4 Shares 210,782 Est. Cost $1.44 Unrealized
XHNWX PIONEER DIVERSIFIED HIGH INC F 0.1%
Value ($000) $4 Shares 346,874 Est. Cost $11.81 Unrealized
CLOUGH GLOBAL OPP FD GLO 0.1%
Value ($000) $3 Shares 690,491 Est. Cost $0.00 Unrealized
INVESCO HIGH INCOME TR II VLT 0.1%
Value ($000) $3 Shares 328,723 Est. Cost $12.31 Unrealized
IBDRY IBERDROLA SA ADR 0.1%
Value ($000) $3 Shares 66,029 Est. Cost $27.65 Unrealized
INVESCO TR FOR INV GRADE NY MU 0.1%
Value ($000) $3 Shares 331,012 Est. Cost $2.31 Unrealized
CNC CENTENE CORP 0.1%
Value ($000) $3 Shares 49,984 Est. Cost $78.17 Unrealized -14.7%
DWS STRATEGIC MUNI INCOME KSM 0.1%
Value ($000) $3 Shares 396,927 Est. Cost $6.15 Unrealized
BHP BHP BILLITON ADR 0.1%
Value ($000) $3 Shares 56,410 Est. Cost $67.94 Unrealized
ALLSPRING INCOME OPPORTUNITIES 0.1%
Value ($000) $3 Shares 520,441 Est. Cost $8.01 Unrealized
KNX KNIGHT-SWIFT TRANSPORT INC 0.1%
Value ($000) $3 Shares 59,600 Est. Cost $38.04 Unrealized +41.7%
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $3 Shares 27,800 Est. Cost $100.68 Unrealized -7.5%
DOV DOVER CORP 0.1%
Value ($000) $3 Shares 22,128 Est. Cost $98.10 Unrealized +41.1%
NKE NIKE INC CL B 0.1%
Value ($000) $3 Shares 29,114 Est. Cost $101.65 Unrealized +9.5%
NUVEEN PREFERRED INCOME OPPORT 0.1%
Value ($000) $3 Shares 493,719 Est. Cost $9.17 Unrealized
BDC BELDEN INC 0.1%
Value ($000) $3 Shares 32,275 Est. Cost $52.05 Unrealized +63.7%
RELX RELX PLC - ADR 0.1%
Value ($000) $3 Shares 91,830 Est. Cost $21.30 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $3 Shares 27,140 Est. Cost $49.15 Unrealized +113.0%
BNY MELLON STRATEGIC MUNI BOND 0.1%
Value ($000) $3 Shares 533,351 Est. Cost $5.57 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $3 Shares 8,560 Est. Cost $56.98 Unrealized +458.8%
TFII TFI INTL INC 0.1%
Value ($000) $3 Shares 26,550 Est. Cost $35.04 Unrealized +213.3%
CVX CHEVRON CORP 0.1%
Value ($000) $3 Shares 18,902 Est. Cost $152.97 Unrealized -6.4%
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $3 Shares 15,935 Est. Cost $118.88 Unrealized +32.3%
EME EMCOR GROUP INC 0.1%
Value ($000) $3 Shares 15,980 Est. Cost $43.57 Unrealized +281.4%
DCI DONALDSON INC 0.1%
Value ($000) $3 Shares 46,945 Est. Cost $51.09 Unrealized +17.1%
BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $3 Shares 266,871 Est. Cost $13.29 Unrealized
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $3 Shares 9,294 Est. Cost $312.58 Unrealized -8.0%
BLACKROCK MUNIYIELD PA QUALITY 0.1%
Value ($000) $3 Shares 237,510 Est. Cost $2.71 Unrealized
ASGN ASGN INC 0.1%
Value ($000) $3 Shares 36,415 Est. Cost $69.09 Unrealized +4.0%
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $3 Shares 32,400 Est. Cost $79.44 Unrealized -7.7%
STE STERIS PLC 0.1%
Value ($000) $3 Shares 12,060 Est. Cost $118.57 Unrealized +64.8%
CR CRANE COMPANY 0.1%
Value ($000) $3 Shares 29,625 Est. Cost $72.31 Unrealized +5.1%
H & E EQUIPMENT SERVICES 0.1%
Value ($000) $3 Shares 56,675 Est. Cost $25.09 Unrealized
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $3 Shares 28,525 Est. Cost $56.97 Unrealized
NUVEEN FLOATING RATE INC OPP F 0.1%
Value ($000) $3 Shares 328,965 Est. Cost $6.97 Unrealized
NUVEEN SHORT DUR CREDIT OPP FD 0.1%
Value ($000) $3 Shares 219,625 Est. Cost $12.76 Unrealized
AGCO AGCO CORP 0.1%
Value ($000) $3 Shares 19,045 Est. Cost $111.49 Unrealized +3.2%
XXHYBXX NEW AMERICA HIGH INC FD HYB 0.1%
Value ($000) $2 Shares 375,263 Est. Cost $6.77 Unrealized
BLACKROCK MUNIHOLDINGS QUALITY 0.1%
Value ($000) $2 Shares 256,999 Est. Cost $12.52 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.1%
Value ($000) $2 Shares 321,931 Est. Cost $0.01 Unrealized
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 14,547 Est. Cost $183.68 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $2 Shares 18,435 Est. Cost $62.78 Unrealized +115.0%
APOLLO SR FLOATING RATE FD AFT 0.1%
Value ($000) $2 Shares 185,072 Est. Cost $14.16 Unrealized
AME AMETEK INC 0.1%
Value ($000) $2 Shares 14,675 Est. Cost $47.54 Unrealized +201.9%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $2 Shares 23,675 Est. Cost $66.75 Unrealized +44.7%
DTF TAX-FREE INCOME INC DTF 0.1%
Value ($000) $2 Shares 215,101 Est. Cost $11.81 Unrealized
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $2 Shares 24,880 Est. Cost $95.04 Unrealized +0.4%
ATRC ATRICURE INC 0.1%
Value ($000) $2 Shares 46,725 Est. Cost $36.19 Unrealized +27.4%
LECO LINCOLN ELECTRIC HOLDINGS INC 0.1%
Value ($000) $2 Shares 11,550 Est. Cost $83.47 Unrealized +108.7%
WESTERN ASSET GLOBAL HIGH INC 0.1%
Value ($000) $2 Shares 310,976 Est. Cost $8.80 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.1%
Value ($000) $2 Shares 41,475 Est. Cost $43.65 Unrealized +18.4%
EFX EQUIFAX INC 0.1%
Value ($000) $2 Shares 9,475 Est. Cost $233.58 Unrealized -11.6%
CIEN CIENA CORP 0.1%
Value ($000) $2 Shares 52,420 Est. Cost $28.76 Unrealized +58.3%
CLOUGH GLOBAL EQUITY FD GLQ 0.1%
Value ($000) $2 Shares 350,414 Est. Cost $0.01 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $2 Shares 216,404 Est. Cost $12.57 Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.1%
Value ($000) $2 Shares 17,680 Est. Cost $45.09 Unrealized +120.2%
CLEARBRIDGE ENERGY MLP TOTAL R 0.1%
Value ($000) $2 Shares 65,640 Est. Cost $7.23 Unrealized
RIO RIO TINTO PLC ADR 0.1%
Value ($000) $2 Shares 32,600 Est. Cost $45.60 Unrealized
APAM ARTISAN PARTNERS ASSET MG 0.1%
Value ($000) $2 Shares 52,800 Est. Cost $20.64 Unrealized +32.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $2 Shares 23,500 Est. Cost $76.98 Unrealized +22.2%
FTI TECHNIPFMC PLC 0.1%
Value ($000) $2 Shares 121,500 Est. Cost $13.84 Unrealized 0.0%
BAESY BAE SYSTEMS PLC ADR 0.1%
Value ($000) $2 Shares 41,100 Est. Cost $25.91 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $2 Shares 68,570 Est. Cost $23.57 Unrealized +13.0%
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $2 Shares 53,775 Est. Cost $38.91 Unrealized -12.3%
RVTY REVVITY INC 0.1%
Value ($000) $2 Shares 16,280 Est. Cost $83.20 Unrealized +46.7%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $2 Shares 40,000 Est. Cost $9.51 Unrealized +377.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $2 Shares 16,219 Est. Cost $88.86 Unrealized +21.9%
DOUBLELINE YIELD OPP FD DLY 0.1%
Value ($000) $2 Shares 132,859 Est. Cost $12.69 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $2 Shares 5,835 Est. Cost $138.15 Unrealized +99.7%
SF STIFEL FINANCIAL CORP 0.1%
Value ($000) $2 Shares 32,075 Est. Cost $50.81 Unrealized +9.4%
NUVEEN PFD INCOME 2022 TERM FD 0.0%
Value ($000) $2 Shares 118,307 Est. Cost $0.64 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 11,367 Est. Cost $97.44 Unrealized +59.3%
MYRG MYR GROUP INC DEL 0.0%
Value ($000) $2 Shares 13,500 Est. Cost $81.31 Unrealized +60.6%
BLACKROCK MUNIYIELD MI QUALITY 0.0%
Value ($000) $2 Shares 165,636 Est. Cost $13.00 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 15,077 Est. Cost $109.15 Unrealized +14.6%
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 49,258 Est. Cost $36.19 Unrealized -8.2%
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $2 Shares 7,325 Est. Cost $101.95 Unrealized +119.1%
SAIC SCIENCE APPLICATIONS INTL CORP 0.0%
Value ($000) $2 Shares 15,775 Est. Cost $82.20 Unrealized +26.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2 Shares 9,180 Est. Cost $93.73 Unrealized +84.3%
TSLA TESLA MTRS INC 0.0%
Value ($000) $2 Shares 6,470 Est. Cost $251.06 Unrealized -20.4%
NEUBERGER BERMN CA INT MUN NBW 0.0%
Value ($000) $2 Shares 158,097 Est. Cost $0.01 Unrealized
CXT CRANE NXT COMPANY 0.0%
Value ($000) $2 Shares 29,625 Est. Cost $49.36 Unrealized 0.0%
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $2 Shares 77,400 Est. Cost $13.12 Unrealized +53.8%
BLACKROCK MUNIYIELD QUALITY FD 0.0%
Value ($000) $2 Shares 142,371 Est. Cost $16.75 Unrealized
HBAN HUNTINGTON BANCSHARES INC/OH 0.0%
Value ($000) $2 Shares 152,572 Est. Cost $12.39 Unrealized -23.6%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $2 Shares 81,150 Est. Cost $22.32 Unrealized -12.3%
COOPER COS INC 0.0%
Value ($000) $2 Shares 4,250 Est. Cost $363.29 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $2 Shares 30,575 Est. Cost $73.19 Unrealized -37.9%
AZZ AZZ INC 0.0%
Value ($000) $2 Shares 37,075 Est. Cost $45.76 Unrealized -18.4%
ZURVY ZURICH INSURANCE GROUP AG ADR 0.0%
Value ($000) $2 Shares 32,900 Est. Cost $28.96 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $2 Shares 87,975 Est. Cost $18.94 Unrealized -17.3%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 9,320 Est. Cost $214.83 Unrealized -16.8%
COHR COHERENT INC 0.0%
Value ($000) $2 Shares 30,200 Est. Cost $47.89 Unrealized -22.5%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $2 Shares 9,913 Est. Cost $158.35 Unrealized -14.0%
EPAM EPAM SYSTEMS INC 0.0%
Value ($000) $2 Shares 6,774 Est. Cost $489.67 Unrealized -48.6%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $2 Shares 6,475 Est. Cost $227.82 Unrealized 0.0%
NUVEEN MN QUALITY MUNI INC FD 0.0%
Value ($000) $1 Shares 132,458 Est. Cost $14.43 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $1 Shares 9,712 Est. Cost $77.62 Unrealized +68.4%
TSM TAIWAN SEMICONDUCTOR ADR 0.0%
Value ($000) $1 Shares 14,125 Est. Cost $77.87 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 34,450 Est. Cost $39.60 Unrealized +2.4%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $1 Shares 15,100 Est. Cost $57.64 Unrealized +39.1%
COHEN & STEERS LTD DUR PFD & I 0.0%
Value ($000) $1 Shares 76,368 Est. Cost $2.83 Unrealized
AZEK CO INC 0.0%
Value ($000) $1 Shares 45,800 Est. Cost $35.61 Unrealized
XNDPX TORTOISE ENERGY INDEPENDENCE N 0.0%
Value ($000) $1 Shares 47,677 Est. Cost $0.03 Unrealized
EVVTY EVOLUTION AB- ADR 0.0%
Value ($000) $1 Shares 10,775 Est. Cost $14.66 Unrealized
PHYSICIANS REALTY TRUST 0.0%
Value ($000) $1 Shares 96,511 Est. Cost $18.58 Unrealized
FS CREDIT OPPORTUNITIES FD FS 0.0%
Value ($000) $1 Shares 280,626 Est. Cost $0.00 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 3,010 Est. Cost $36.83 Unrealized 0.0%
KAYNE ANDERSON MIDSTREAM/ENERG 0.0%
Value ($000) $1 Shares 184,311 Est. Cost $2.57 Unrealized
WESTERN ASSET HIGH INC OPP FD 0.0%
Value ($000) $1 Shares 345,803 Est. Cost $4.62 Unrealized
CRH PLC ADR 0.0%
Value ($000) $1 Shares 23,225 Est. Cost $34.99 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $1 Shares 40,200 Est. Cost $33.78 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $1 Shares 55,375 Est. Cost $37.42 Unrealized -38.7%
XBTAX BLACKROCK LONG-TERM MUNI ADVAN 0.0%
Value ($000) $1 Shares 130,760 Est. Cost $11.29 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1 Shares 466 Est. Cost $1933.58 Unrealized +34.4%
SERES THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 262,325 Est. Cost $7.39 Unrealized
SAFRY SAFRAN SA ADR 0.0%
Value ($000) $1 Shares 31,645 Est. Cost $27.06 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $1 Shares 16,075 Est. Cost $66.28 Unrealized +3.2%
STLA STELLANTIS NV 0.0%
Value ($000) $1 Shares 69,075 Est. Cost $17.06 Unrealized
NCNO NCINO INC 0.0%
Value ($000) $1 Shares 39,925 Est. Cost $46.64 Unrealized -45.4%
GOLDMAN SACHS MLP ENERGY GER 0.0%
Value ($000) $1 Shares 75,440 Est. Cost $1.72 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 5,224 Est. Cost $243.77 Unrealized -19.6%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $1 Shares 13,750 Est. Cost $89.74 Unrealized 0.0%
AVNT AVIENT CORPORATION 0.0%
Value ($000) $1 Shares 27,350 Est. Cost $49.11 Unrealized -25.8%
MFS HIGH INCOME MUNICIPAL TRUS 0.0%
Value ($000) $1 Shares 318,557 Est. Cost $1.18 Unrealized
NUVEEN CREDIT STRATEGIES INC F 0.0%
Value ($000) $1 Shares 219,237 Est. Cost $6.48 Unrealized
CROX CROCS INC 0.0%
Value ($000) $1 Shares 9,610 Est. Cost $107.81 Unrealized +10.5%
BIDU BAIDU INC ADR 0.0%
Value ($000) $1 Shares 7,875 Est. Cost $184.15 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $1 Shares 10,295 Est. Cost $71.01 Unrealized +12.4%
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 +196.3%
BLACKSTONE GSO SR FLOATING RAT 0.0%
Value ($000) $1 Shares 81,838 Est. Cost $0.01 Unrealized
HASI HANNON ARMSTRONG SUST INF 0.0%
Value ($000) $1 Shares 41,425 Est. Cost $42.87 Unrealized -48.1%
WELLS FARGO MULTI-SECTOR INC F 0.0%
Value ($000) $1 Shares 111,340 Est. Cost $0.01 Unrealized
MFS HIGH YIELD MUNI TR CMU 0.0%
Value ($000) $1 Shares 315,767 Est. Cost $0.00 Unrealized
TPL TEXAS PACIFIC LAND CORPOR 0.0%
Value ($000) $1 Shares 765 Est. Cost $187.14 Unrealized -17.0%
XMYDX BLACKROCK MUNIYIELD FD MYD 0.0%
Value ($000) $1 Shares 94,698 Est. Cost $8.89 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 22,450 Est. Cost $37.93 Unrealized -2.0%
FCN FTI CONSULTING INC 0.0%
Value ($000) $1 Shares 5,085 Est. Cost $120.15 Unrealized +57.3%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 8,582 Est. Cost $96.21 Unrealized -6.3%
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $1 Shares 19,800 Est. Cost $38.70 Unrealized +25.6%
SILK ROAD MEDICAL INC 0.0%
Value ($000) $1 Shares 28,351 Est. Cost $63.00 Unrealized
USB US BANCORP 0.0%
Value ($000) $1 Shares 27,660 Est. Cost $36.07 Unrealized -21.2%
DIVIDEND AND INCOME FUND DNI 0.0%
Value ($000) $1 Shares 80,477 Est. Cost $13.72 Unrealized
XPHDX PIONEER FLOATING RATE TR PHD 0.0%
Value ($000) $1 Shares 102,797 Est. Cost $0.99 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $1 Shares 20,325 Est. Cost $29.79 Unrealized
NUVEEN CA DIVIDEND ADV MUNI NA 0.0%
Value ($000) $1 Shares 80,852 Est. Cost $3.27 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $1 Shares 6,325 Est. Cost $122.38 Unrealized 0.0%
B. RILEY FINANCIAL INC (PFD) 0.0%
Value ($000) $1 Shares 40,000 Est. Cost $0.02 Unrealized
XNBOX NEUBERGER BERMAN NY MUNI NBO 0.0%
Value ($000) $1 Shares 87,321 Est. Cost $0.01 Unrealized
RHHBY ROCHE HOLDING AG ADR 0.0%
Value ($000) $1 Shares 20,650 Est. Cost $36.30 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 6,950 Est. Cost $63.25 Unrealized +52.4%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $1 Shares 8,050 Est. Cost $49.66 Unrealized +62.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 8,505 Est. Cost $47.48 Unrealized +69.8%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $1 Shares 36,125 Est. Cost $42.44 Unrealized -64.7%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $1 Shares 6,150 Est. Cost $115.90 Unrealized +3.0%
KO COCA-COLA CO/THE 0.0%
Value ($000) $1 Shares 11,952 Est. Cost $34.25 Unrealized +67.5%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $1 Shares 5,700 Est. Cost $101.96 Unrealized +32.0%
MFS INTERMEDIATE HIGH INCOME F 0.0%
Value ($000) $1 Shares 429,980 Est. Cost $0.50 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $1 Shares 6,940 Est. Cost $155.39 Unrealized -35.6%
ONB OLD NATIONAL BANCORP/IN 0.0%
Value ($000) $1 Shares 48,525 Est. Cost $17.08 Unrealized -22.2%
ELLINGTON FINANCIAL INC 0.0%
Value ($000) $1 Shares 34,732 Est. Cost $0.02 Unrealized
WKC WORLD KINECT CORPORATION 0.0%
Value ($000) $1 Shares 32,100 Est. Cost $32.00 Unrealized -25.6%
BLACKROCK MUNIHOLDINGS NJ QUAL 0.0%
Value ($000) $1 Shares 59,457 Est. Cost $13.20 Unrealized
NPO ENPRO INDS INC 0.0%
Value ($000) $1 Shares 4,925 Est. Cost $87.79 Unrealized +21.0%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $1 Shares 17,900 Est. Cost $75.41 Unrealized -56.9%
VWDRY VESTAS WIND SYS-UNSP ADR 0.0%
Value ($000) $1 Shares 73,375 Est. Cost $9.99 Unrealized
TORTOISE PWR & ENERGY INF TPZ 0.0%
Value ($000) $1 Shares 48,786 Est. Cost $13.93 Unrealized
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $1 Shares 9,200 Est. Cost $62.07 Unrealized
STAA STAAR SURGICAL CO 0.0%
Value ($000) $1 Shares 12,105 Est. Cost $49.50 Unrealized +23.0%
FIRST TRUST SENIOR FLOATING RA 0.0%
Value ($000) $1 Shares 63,287 Est. Cost $0.01 Unrealized
CLEARBRIDGE ENERGY MLP FD CEM 0.0%
Value ($000) $1 Shares 18,065 Est. Cost $23.24 Unrealized
FANUY FANUC CORP-UNSP ADR 0.0%
Value ($000) $1 Shares 35,550 Est. Cost $19.37 Unrealized
ZWS ZURN WATER SOLUTIONS CORP 0.0%
Value ($000) $1 Shares 22,800 Est. Cost $34.58 Unrealized -36.0%
CUSHING NEXGEN INFRASTRUCTURE 0.0%
Value ($000) $1 Shares 15,919 Est. Cost $0.04 Unrealized
M D C HLDGS INC 0.0%
Value ($000) $1 Shares 12,863 Est. Cost $33.77 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 18,000 Est. Cost $18.87 Unrealized +62.9%
TORTOISE MLP FUND INC NTG 0.0%
Value ($000) $1 Shares 16,797 Est. Cost $26.10 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 4,500 Est. Cost $148.77 Unrealized -21.4%
BLACKROCK MUNICIPAL INCOME TRU 0.0%
Value ($000) $1 Shares 54,592 Est. Cost $10.88 Unrealized
EATON VANCE SENIOR FLOATING-RA 0.0%
Value ($000) $1 Shares 47,685 Est. Cost $0.01 Unrealized
EATON VANCE CA MUNICIPAL INCOM 0.0%
Value ($000) $1 Shares 55,896 Est. Cost $0.01 Unrealized
TORTOISE ENERGY INFRASTRUCTURE 0.0%
Value ($000) $1 Shares 18,980 Est. Cost $29.98 Unrealized
EVR EVERCORE INC - CL A 0.0%
Value ($000) $1 Shares 4,450 Est. Cost $73.75 Unrealized +49.7%
NUVEEN CORPORATE INCOME 2023 J 0.0%
Value ($000) $1 Shares 58,128 Est. Cost $8.79 Unrealized
MOS MOSAIC CO/THE 0.0%
Value ($000) $1 Shares 15,256 Est. Cost $34.53 Unrealized +3.8%
SURMODICS INC 0.0%
Value ($000) $1 Shares 16,624 Est. Cost $43.49 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR I 0.0%
Value ($000) $1 Shares 21,975 Est. Cost $19.64 Unrealized
CADE CADENCE BANK 0.0%
Value ($000) $1 Shares 25,825 Est. Cost $23.82 Unrealized -24.5%
ADYEY ADYEN NV-ADR 0.0%
Value ($000) $0 Shares 28,350 Est. Cost $0.01 Unrealized
CNO CNO FINL GROUP INC 0.0%
Value ($000) $0 Shares 20,600 Est. Cost $13.92 Unrealized +51.5%
NATIONAL RURAL UTILS COOP 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.02 Unrealized
ONON ON HOLDING AG 0.0%
Value ($000) $0 Shares 14,650 Est. Cost $30.41 Unrealized 0.0%
KAYNE ANDERSON MLP INVESTMENT 0.0%
Value ($000) $0 Shares 58,975 Est. Cost $10.03 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $0 Shares 7,950 Est. Cost $47.04 Unrealized +18.7%
PFS PROVIDENT FINANCIAL SERVICES I 0.0%
Value ($000) $0 Shares 29,275 Est. Cost $18.46 Unrealized -21.1%
CBT CABOT CORP 0.0%
Value ($000) $0 Shares 6,925 Est. Cost $65.71 Unrealized +2.5%
BNYM STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $0 Shares 73,976 Est. Cost $7.75 Unrealized
WDS WOODSIDE ENERGY GROUP LTD ADR 0.0%
Value ($000) $0 Shares 19,648 Est. Cost $21.56 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $0 Shares 13,525 Est. Cost $18.52 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $0 Shares 4,450 Est. Cost $75.85 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $0 Shares 833 Est. Cost $226.06 Unrealized +115.5%
CUBE CUBESMART 0.0%
Value ($000) $0 Shares 9,950 Est. Cost $31.20 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 3,425 Est. Cost $63.44 Unrealized +108.2%
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 7,475 Est. Cost $73.94 Unrealized -21.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $404.52 Unrealized -2.9%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $0 Shares 27,775 Est. Cost $24.81 Unrealized
ATLANTICUS HOLDINGS CORP 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $0.02 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 +25.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $146.75 Unrealized +89.5%
XTTPX TORTOISE PIPELINE & ENERGY TTP 0.0%
Value ($000) $0 Shares 14,839 Est. Cost $0.03 Unrealized
EATON VANCE FLOATING-RATE INC 0.0%
Value ($000) $0 Shares 34,043 Est. Cost $0.01 Unrealized
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $0 Shares 7,450 Est. Cost $18.49 Unrealized +143.4%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $0 Shares 23,600 Est. Cost $19.70 Unrealized -25.0%
BLACKROCK CAP ALLOCATION BCAT 0.0%
Value ($000) $0 Shares 23,773 Est. Cost $16.70 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $0 Shares 7,200 Est. Cost $42.92 Unrealized 0.0%
BCO BRINK'S CO/THE 0.0%
Value ($000) $0 Shares 5,250 Est. Cost $60.23 Unrealized +7.8%
SCL STEPAN CO 0.0%
Value ($000) $0 Shares 3,600 Est. Cost $104.67 Unrealized -9.2%
AES AES CORP. 0.0%
Value ($000) $0 Shares 16,475 Est. Cost $20.83 Unrealized -6.3%
PCH POTLATCHDELTIC CORP 0.0%
Value ($000) $0 Shares 6,410 Est. Cost $48.20 Unrealized
THG HANOVER INSURANCE GROUP INC/TH 0.0%
Value ($000) $0 Shares 2,850 Est. Cost $82.88 Unrealized +33.9%
BLACKROCK MUNIYIELD NY QUALITY 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $13.10 Unrealized
DENBURY INC 0.0%
Value ($000) $0 Shares 3,550 Est. Cost $0.09 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $0 Shares 11,225 Est. Cost $21.53 Unrealized +20.6%
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 3,703 Est. Cost $75.87 Unrealized +3.7%
FEDERATED PREMIER MUNI INC FD 0.0%
Value ($000) $0 Shares 28,302 Est. Cost $7.87 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 7,405 Est. Cost $35.50 Unrealized +0.7%
BLACKROCK MUNICIPAL INC QUALIT 0.0%
Value ($000) $0 Shares 26,416 Est. Cost $13.73 Unrealized
TCOM TRIP COM GROUP LTD ADR 0.0%
Value ($000) $0 Shares 8,400 Est. Cost $35.74 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,200 Est. Cost $34.06 Unrealized +85.6%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 3,065 Est. Cost $55.22 Unrealized +45.9%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $21.94 Unrealized +193.7%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 18,050 Est. Cost $12.88 Unrealized +6.5%
JD JD.COM INC ADR 0.0%
Value ($000) $0 Shares 7,800 Est. Cost $28.51 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 525 Est. Cost $331.71 Unrealized +22.9%
HMN HORACE MANN EDUCATORS CORP 0.0%
Value ($000) $0 Shares 8,575 Est. Cost $37.69 Unrealized -15.8%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $0 Shares 3,230 Est. Cost $44.21 Unrealized +55.5%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $0 Shares 1,180 Est. Cost $114.27 Unrealized +52.2%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 1,010 Est. Cost $239.03 Unrealized -10.6%
CEG CONSTELLATION ENERGY GROUP 0.0%
Value ($000) $0 Shares 2,410 Est. Cost $71.76 Unrealized +13.4%
NICE NICE LTD ADR 0.0%
Value ($000) $0 Shares 1,050 Est. Cost $50.02 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 2,205 Est. Cost $46.59 Unrealized +1.2%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 1,845 Est. Cost $105.92 Unrealized -3.5%
PNR PENTAIR LTD 0.0%
Value ($000) $0 Shares 3,125 Est. Cost $41.86 Unrealized +33.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 1,115 Est. Cost $84.18 Unrealized +79.7%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $0 Shares 6,875 Est. Cost $27.36 Unrealized -13.4%
FIRST TRUST ENERGY INC AND GRO 0.0%
Value ($000) $0 Shares 13,200 Est. Cost $3.55 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $0 Shares 16,300 Est. Cost $0.01 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $0 Shares 533 Est. Cost $286.41 Unrealized +14.0%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 1,052 Est. Cost $155.43 Unrealized +8.2%
IFNNY INFINEON TECHNOLOGIES AG ADR 0.0%
Value ($000) $0 Shares 4,325 Est. Cost $0.04 Unrealized
FMX FOMENTO ECONOMICO MEXICANO ADR 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $77.46 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 1,015 Est. Cost $126.12 Unrealized +29.1%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $0 Shares 1,930 Est. Cost $100.19 Unrealized -7.6%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 960 Est. Cost $195.58 Unrealized -4.2%
BLACKROCK MUNIHOLDINGS NY QUAL 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $13.28 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $0 Shares 5,281 Est. Cost $44.50 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $28.16 Unrealized +116.8%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $0 Shares 3,325 Est. Cost $38.14 Unrealized +9.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 530 Est. Cost $279.60 Unrealized -6.7%
MFS MULTIMARKET INCOME TRUST M 0.0%
Value ($000) $0 Shares 32,990 Est. Cost $5.59 Unrealized
NATIONAL INSTRUMENTS CORP 0.0%
Value ($000) $0 Shares 2,580 Est. Cost $23.09 Unrealized
AMCOR PLC 0.0%
Value ($000) $0 Shares 14,725 Est. Cost $8.56 Unrealized +9.2%
IFF INTL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $0 Shares 1,805 Est. Cost $104.15 Unrealized -23.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $0 Shares 3,350 Est. Cost $42.46 Unrealized -0.2%
VIRTUS CONVERTIBLE & INC CBH 0.0%
Value ($000) $0 Shares 16,645 Est. Cost $0.01 Unrealized
FIRST TRUST MLP AND ENERGY INC 0.0%
Value ($000) $0 Shares 18,143 Est. Cost $6.66 Unrealized
XIFR NEXTERA ENERGY PARTNERS LTD 0.0%
Value ($000) $0 Shares 2,325 Est. Cost $83.68 Unrealized -28.1%
SJM JM SMUCKER CO/THE 0.0%
Value ($000) $0 Shares 905 Est. Cost $137.05 Unrealized +1.1%
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $0 Shares 5,190 Est. Cost $18.39 Unrealized +11.6%
FIRST TRUST NEW OPPORTUNITIES 0.0%
Value ($000) $0 Shares 21,500 Est. Cost $7.52 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 675 Est. Cost $79.53 Unrealized +110.4%
PIMCO CA MUNICIPAL INCOME FUND 0.0%
Value ($000) $0 Shares 12,800 Est. Cost $0.01 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 1,029 Est. Cost $69.89 Unrealized +49.5%
STRA STRATEGIC EDUCATION INC 0.0%
Value ($000) $0 Shares 1,650 Est. Cost $55.39 Unrealized +37.3%
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $13.53 Unrealized +31.8%
ARE ALEXANDRIA REAL ESTATE EQUITIE 0.0%
Value ($000) $0 Shares 845 Est. Cost $135.83 Unrealized -23.9%
WA INFLATION - LINKED INCOME F 0.0%
Value ($000) $0 Shares 11,378 Est. Cost $12.00 Unrealized
NPK NATIONAL PRESTO INDUSTRIES INC 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $83.82 Unrealized -12.3%
BSAC BANCO SANTANDER CHILE ADR 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $16.38 Unrealized
FLAHERTY & CRUMRINE PFD INC PF 0.0%
Value ($000) $0 Shares 7,622 Est. Cost $0.01 Unrealized
SE SEA LTD-ADR 0.0%
Value ($000) $0 Shares 1,225 Est. Cost $238.92 Unrealized
APOLLO TACTICAL INCOME FD AIF 0.0%
Value ($000) $0 Shares 5,436 Est. Cost $0.01 Unrealized
ABEV AMBEV SA ADR 0.0%
Value ($000) $0 Shares 21,575 Est. Cost $3.80 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $61.70 Unrealized +1.3%
EVTC EVERTEC INC 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $45.34 Unrealized -24.5%
DBX DROPBOX INC 0.0%
Value ($000) $0 Shares 2,455 Est. Cost $22.00 Unrealized +3.6%
PIMCO ENRGY & TACT CRDT NRGX 0.0%
Value ($000) $0 Shares 3,914 Est. Cost $8.22 Unrealized
OUTSET MED INC 0.0%
Value ($000) $0 Shares 2,668 Est. Cost $46.10 Unrealized
WMT WALMART INC 0.0%
Value ($000) $0 Shares 354 Est. Cost $45.32 Unrealized +8.0%
RTX RAYTHEON TECHNOLOGIES COR 0.0%
Value ($000) $0 Shares 575 Est. Cost $65.24 Unrealized +41.4%
XPCKX PIMCO CA MUNICIPAL INCOME FUND 0.0%
Value ($000) $0 Shares 8,352 Est. Cost $0.01 Unrealized
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $0 Shares 8,450 Est. Cost $17.19 Unrealized -72.2%
MURGY MUNICH RE GROUP ADR 0.0%
Value ($000) $0 Shares 1,190 Est. Cost $0.04 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 575 Est. Cost $60.13 Unrealized +8.9%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $462.71 Unrealized
VWO VANGUARD MSCI EMERGING MKT 0.0%
Value ($000) $0 Shares 950 Est. Cost $0.04 Unrealized
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $0 Shares 226 Est. Cost $143.90 Unrealized +16.6%
CUSHING MLP & INF TOTAL RETURN 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $31.67 Unrealized
XBNYX BLACKROCK NY MUNI INCOME BNY 0.0%
Value ($000) $0 Shares 3,473 Est. Cost $15.10 Unrealized
WESTERN ASSET MUNI PARTNERS FD 0.0%
Value ($000) $0 Shares 3,091 Est. Cost $0.01 Unrealized
RTO RENTOKIL INITIAL PLC-ADR 0.0%
Value ($000) $0 Shares 849 Est. Cost $0.04 Unrealized
DE DEERE & CO 0.0%
Value ($000) $0 Shares 71 Est. Cost $328.58 Unrealized +12.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 216 Est. Cost $106.44 Unrealized +3.3%
SONO SONOS INC 0.0%
Value ($000) $0 Shares 1,370 Est. Cost $16.28 Unrealized +8.9%
AON AON PLC 0.0%
Value ($000) $0 Shares 54 Est. Cost $290.95 Unrealized +9.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $503.62 Unrealized +34.2%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $0 Shares 349 Est. Cost $62.13 Unrealized -23.4%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 184 Est. Cost $29.94 Unrealized +38.5%
GDS GDS HLDGS LTD ADR 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $46.98 Unrealized
ROP ROPER INDS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $403.95 Unrealized +10.3%
AKOYA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 1,854 Est. Cost $0.01 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $323.40 Unrealized +14.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $53.81 Unrealized +18.0%
SCHW SCHWAB CHARLES CORP NEW 0.0%
Value ($000) $0 Shares 110 Est. Cost $74.21 Unrealized -32.0%
NEUBERGER BERMAN MLP INCOME FD 0.0%
Value ($000) $0 Shares 800 Est. Cost $0.01 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $45.01 Unrealized -40.1%
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 -98.5%