SIT INVESTMENT ASSOCIATES INC Diversified Active

CIK: 0000769317 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $4,407 (100.0% shares, 0.0% debt)

Holdings (530)

MSFT MICROSOFT CORP 2.9%
Value ($000) $128 Shares 303,488 Est. Cost $45.17 Unrealized +834.9%
AAPL APPLE INC 2.9%
Value ($000) $126 Shares 503,559 Est. Cost $86.14 Unrealized +172.2%
NVDA NVIDIA CORP 2.7%
Value ($000) $120 Shares 894,186 Est. Cost $95.09 Unrealized +44.9%
AVGO BROADCOM INC 2.7%
Value ($000) $118 Shares 509,836 Est. Cost $143.65 Unrealized +27.3%
DWS MUNICIPAL INCOME TRUST KTF 1.9%
Value ($000) $85 Shares 8,977,294 Est. Cost $3.61 Unrealized
PUTNAM PREMIER INCOME TRUST PP 1.8%
Value ($000) $78 Shares 21,876,912 Est. Cost $3.16 Unrealized
PUTNAM MASTER INTERMEDIATE INC 1.7%
Value ($000) $75 Shares 22,984,308 Est. Cost $3.14 Unrealized
BLACKROCK TAXABLE MUNI BOND TR 1.6%
Value ($000) $71 Shares 4,373,635 Est. Cost $0.12 Unrealized
ANGEL OAK FINANCIAL STRAT INC 1.5%
Value ($000) $66 Shares 5,157,564 Est. Cost $1.61 Unrealized
MFS INTERMEDIATE INCOME TRUST 1.5%
Value ($000) $64 Shares 24,232,895 Est. Cost $2.90 Unrealized
NUVEEN BUILD AMERICA BOND FD N 1.3%
Value ($000) $55 Shares 3,695,781 Est. Cost $0.16 Unrealized
BLACKROCK CREDIT ALLOCATION IN 1.2%
Value ($000) $54 Shares 5,161,376 Est. Cost $9.96 Unrealized
AMZN AMAZON.COM INC 1.2%
Value ($000) $53 Shares 243,003 Est. Cost $143.60 Unrealized +42.5%
GOOGL ALPHABET INC - CL A 1.2%
Value ($000) $52 Shares 275,963 Est. Cost $111.74 Unrealized +55.8%
ADVENT CLAYMORE CV SEC AND INC 1.2%
Value ($000) $51 Shares 4,355,074 Est. Cost $0.01 Unrealized
EATON VANCE LIMITED DURATION I 1.1%
Value ($000) $50 Shares 5,147,342 Est. Cost $10.52 Unrealized
DOUBLELINE OPP CREDIT FD DBL 1.0%
Value ($000) $46 Shares 2,941,083 Est. Cost $14.47 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD INSI 1.0%
Value ($000) $43 Shares 2,482,085 Est. Cost $12.81 Unrealized
META META PLATFORMS INC CLASS A 0.9%
Value ($000) $38 Shares 64,956 Est. Cost $452.90 Unrealized +29.1%
NUVEEN PREFERRED INCOME OPPORT 0.8%
Value ($000) $37 Shares 4,747,959 Est. Cost $0.01 Unrealized
NUVEEN VAR RT PREF & INC NPFD 0.8%
Value ($000) $35 Shares 1,922,761 Est. Cost $0.57 Unrealized
FS CREDIT OPPORTUNITIES FD FS 0.8%
Value ($000) $34 Shares 5,035,142 Est. Cost $0.01 Unrealized
NUVEEN MULTI-MARKET INC FD JMM 0.8%
Value ($000) $34 Shares 5,575,283 Est. Cost $5.49 Unrealized
TCW STRATEGIC INCOME FD TSI 0.8%
Value ($000) $33 Shares 6,916,611 Est. Cost $2.77 Unrealized
WESTERN ASSET GLOBAL HIGH INC 0.7%
Value ($000) $33 Shares 4,895,479 Est. Cost $0.08 Unrealized
BLACKROCK INNOV & GRW TRM TR B 0.7%
Value ($000) $33 Shares 4,376,787 Est. Cost $0.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $32 Shares 62,896 Est. Cost $163.77 Unrealized +237.6%
JOHN HANCOCK INCOME SECURITIES 0.7%
Value ($000) $32 Shares 2,833,028 Est. Cost $7.37 Unrealized
CB CHUBB LTD 0.7%
Value ($000) $31 Shares 112,499 Est. Cost $128.78 Unrealized +118.5%
NUVEEN QUALITY MUNICIPAL INC F 0.7%
Value ($000) $31 Shares 2,658,500 Est. Cost $8.37 Unrealized
XEVMX EATON VANCE CA MUNICIPAL BOND 0.7%
Value ($000) $30 Shares 3,291,998 Est. Cost $0.01 Unrealized
XMIOX PIONEER MUNI HIGH INC OPP MIO 0.7%
Value ($000) $30 Shares 2,530,477 Est. Cost $5.92 Unrealized
ANET ARISTA NETWORKS INC 0.7%
Value ($000) $29 Shares 264,033 Est. Cost $102.84 Unrealized 0.0%
NUVEEN AMT-FREE QUALITY MUNI I 0.6%
Value ($000) $28 Shares 2,500,710 Est. Cost $7.94 Unrealized
NUVEEN MORTGAGE & INCOME FD JL 0.6%
Value ($000) $28 Shares 1,549,364 Est. Cost $17.72 Unrealized
ACN ACCENTURE PLC CL A 0.6%
Value ($000) $28 Shares 78,932 Est. Cost $105.98 Unrealized +234.7%
FIRST TR MORTGAGE INCOME FD FM 0.6%
Value ($000) $27 Shares 2,253,141 Est. Cost $12.32 Unrealized
MFS GOVERNMENT MARKETS INCOME 0.6%
Value ($000) $25 Shares 8,277,496 Est. Cost $1.75 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $25 Shares 105,802 Est. Cost $89.85 Unrealized +153.8%
CRM SALESFORCE INC 0.6%
Value ($000) $25 Shares 74,566 Est. Cost $172.28 Unrealized +83.9%
BLACKROCK HLTH SCI TRM TR BMEZ 0.6%
Value ($000) $25 Shares 1,724,706 Est. Cost $0.02 Unrealized
BLACKROCK ESG CAPITAL ALLOC TR 0.6%
Value ($000) $24 Shares 1,492,534 Est. Cost $0.01 Unrealized
V VISA INC 0.5%
Value ($000) $24 Shares 76,201 Est. Cost $79.36 Unrealized +275.9%
XENWX EATON VANCE NEW YORK MUNI ENX 0.5%
Value ($000) $23 Shares 2,453,413 Est. Cost $1.61 Unrealized
INVESCO TRUST FOR INV GRADE MU 0.5%
Value ($000) $23 Shares 2,286,766 Est. Cost $4.55 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $23 Shares 231,159 Est. Cost $77.77 Unrealized +31.5%
GS GOLDMAN SACHS GROUP INC/THE 0.5%
Value ($000) $23 Shares 39,750 Est. Cost $259.15 Unrealized +110.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $23 Shares 29,218 Est. Cost $840.87 Unrealized -2.3%
XXHYBXX NEW AMERICA HIGH INC FD HYB 0.5%
Value ($000) $23 Shares 2,758,596 Est. Cost $0.93 Unrealized
BLACKROCK INCOME TR INC BKT 0.5%
Value ($000) $22 Shares 1,948,403 Est. Cost $0.01 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $22 Shares 57,501 Est. Cost $98.01 Unrealized +305.3%
AMAT APPLIED MATERIALS INC 0.5%
Value ($000) $22 Shares 134,146 Est. Cost $26.61 Unrealized +573.4%
NUVEEN PA QUALITY MUNI INC FD 0.5%
Value ($000) $22 Shares 1,950,191 Est. Cost $4.20 Unrealized
BNYM MUNI INCOME INC DMF 0.5%
Value ($000) $21 Shares 3,000,682 Est. Cost $0.01 Unrealized
XMHIX PIONEER MUNI HIGH INCOME TRUST 0.5%
Value ($000) $21 Shares 2,298,892 Est. Cost $0.01 Unrealized
GABELLI DIVD & INCOME TR GDV 0.5%
Value ($000) $20 Shares 847,280 Est. Cost $0.02 Unrealized
TJX TJX COS INC/THE 0.5%
Value ($000) $20 Shares 168,870 Est. Cost $46.03 Unrealized +155.8%
BLACKROCK MUNIHOLDINGS CA MUC 0.5%
Value ($000) $20 Shares 1,914,224 Est. Cost $0.94 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $20 Shares 175,934 Est. Cost $69.66 Unrealized +62.7%
PIMCO DYNAMIC INCOME STRGY PDX 0.4%
Value ($000) $20 Shares 754,166 Est. Cost $0.04 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $19 Shares 115,026 Est. Cost $61.40 Unrealized +186.4%
ADBE ADOBE INC 0.4%
Value ($000) $19 Shares 41,659 Est. Cost $319.67 Unrealized +54.9%
NUVEEN NJ QUALITY MUNI INC FD 0.4%
Value ($000) $18 Shares 1,496,588 Est. Cost $5.51 Unrealized
GOOG ALPHABET INC - CL C 0.4%
Value ($000) $18 Shares 94,725 Est. Cost $107.06 Unrealized +64.1%
PEP PEPSICO INC 0.4%
Value ($000) $18 Shares 118,249 Est. Cost $70.59 Unrealized +121.8%
XEGFX BLACKROCK ENHANCED GOVERNMENT 0.4%
Value ($000) $18 Shares 1,839,198 Est. Cost $10.06 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INC MAV 0.4%
Value ($000) $18 Shares 2,112,515 Est. Cost $0.01 Unrealized
WESTERN ASSET HGH YLD DFN FD H 0.4%
Value ($000) $18 Shares 1,488,929 Est. Cost $0.01 Unrealized
NEUBERGER BERMAN NEXT GEN FD 0.4%
Value ($000) $17 Shares 1,352,512 Est. Cost $0.01 Unrealized
INVESCO MUNICIPAL TRUST VKQ 0.4%
Value ($000) $17 Shares 1,754,138 Est. Cost $5.61 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $16 Shares 90,228 Est. Cost $153.22 Unrealized +15.8%
MCD MCDONALD'S CORP 0.4%
Value ($000) $16 Shares 55,230 Est. Cost $187.34 Unrealized +54.9%
INTU INTUIT INC 0.3%
Value ($000) $15 Shares 24,492 Est. Cost $319.66 Unrealized +98.5%
WMB WILLIAMS COS INC DEL 0.3%
Value ($000) $15 Shares 276,110 Est. Cost $31.68 Unrealized +63.3%
CALAMOS LNG/SHRT EQ & DYN CPZ 0.3%
Value ($000) $15 Shares 1,007,522 Est. Cost $11.08 Unrealized
EATON VANCE MUNICIPAL BOND FUN 0.3%
Value ($000) $15 Shares 1,438,451 Est. Cost $1.42 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $14 Shares 13,478 Est. Cost $106.48 Unrealized +90.2%
BLACKROCK ENHANCED GBL DI BOE 0.3%
Value ($000) $14 Shares 1,315,521 Est. Cost $0.01 Unrealized
TEAM ATLASSIAN CORP PLC 0.3%
Value ($000) $14 Shares 56,702 Est. Cost $222.32 Unrealized +3.0%
TEL TE CONNECTIVITY LTD 0.3%
Value ($000) $14 Shares 95,172 Est. Cost $146.90 Unrealized -0.1%
LIN LINDE PLC 0.3%
Value ($000) $14 Shares 32,315 Est. Cost $365.74 Unrealized +22.7%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $13 Shares 80,245 Est. Cost $107.46 Unrealized +54.2%
INVESCO MUNICIPAL OPPORTUNITY 0.3%
Value ($000) $13 Shares 1,373,565 Est. Cost $2.93 Unrealized
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $13 Shares 62,044 Est. Cost $147.74 Unrealized +37.4%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $13 Shares 58,965 Est. Cost $126.75 Unrealized +60.6%
MFS CHARTER INCOME TRUST MCR 0.3%
Value ($000) $13 Shares 2,081,087 Est. Cost $3.17 Unrealized
NEUBERGER BERMAN INTERMEDIATE 0.3%
Value ($000) $13 Shares 1,279,509 Est. Cost $0.01 Unrealized
CLOUGH GLOBAL OPP FD GLO 0.3%
Value ($000) $13 Shares 2,543,279 Est. Cost $0.00 Unrealized
CUSHING MLP & INF TOTAL RETURN 0.3%
Value ($000) $13 Shares 292,675 Est. Cost $0.05 Unrealized
VIRTUS GLOBAL MULTI-SECTOR INC 0.3%
Value ($000) $13 Shares 1,694,022 Est. Cost $2.27 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $13 Shares 38,939 Est. Cost $135.60 Unrealized +156.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $13 Shares 24,547 Est. Cost $339.40 Unrealized +61.3%
FDX FEDEX CORP 0.3%
Value ($000) $13 Shares 44,611 Est. Cost $164.99 Unrealized +64.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $12 Shares 68,380 Est. Cost $146.53 Unrealized +28.9%
GENERAL AMERICAN INVESTORS CO 0.3%
Value ($000) $12 Shares 239,050 Est. Cost $0.05 Unrealized
CLOUGH GLOBAL EQUITY FD GLQ 0.3%
Value ($000) $12 Shares 1,828,749 Est. Cost $0.01 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $12 Shares 22,766 Est. Cost $124.28 Unrealized +323.6%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $12 Shares 97,299 Est. Cost $83.84 Unrealized +42.0%
FIRST TR HIGH YIELD OPP 2027 F 0.3%
Value ($000) $12 Shares 817,958 Est. Cost $0.01 Unrealized
PPL PPL CORP 0.3%
Value ($000) $12 Shares 362,450 Est. Cost $25.09 Unrealized +26.4%
NI NISOURCE INC 0.3%
Value ($000) $12 Shares 315,360 Est. Cost $24.52 Unrealized +42.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.3%
Value ($000) $12 Shares 77,615 Est. Cost $95.64 Unrealized +63.4%
NFLX NETFLIX INC 0.3%
Value ($000) $11 Shares 12,865 Est. Cost $50.13 Unrealized +64.2%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $11 Shares 75,154 Est. Cost $131.06 Unrealized +16.4%
WELLS FARGO MULTI-SECTOR INC F 0.3%
Value ($000) $11 Shares 1,212,452 Est. Cost $0.01 Unrealized
ABERDEEN INC CREDIT STRATEGIES 0.3%
Value ($000) $11 Shares 1,861,797 Est. Cost $0.01 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $11 Shares 110,292 Est. Cost $117.67 Unrealized -16.1%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $11 Shares 92,735 Est. Cost $103.83 Unrealized +10.6%
AZN ASTRAZENECA PLC ADR 0.2%
Value ($000) $11 Shares 166,850 Est. Cost $42.26 Unrealized
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $11 Shares 62,551 Est. Cost $69.86 Unrealized +158.6%
DCI DONALDSON INC 0.2%
Value ($000) $11 Shares 159,225 Est. Cost $65.46 Unrealized +10.3%
NUVEEN AMT-FREE MUNI CREDIT IN 0.2%
Value ($000) $11 Shares 873,665 Est. Cost $1.21 Unrealized
PGIM SHORT DUR HI YLD SDHY 0.2%
Value ($000) $11 Shares 654,638 Est. Cost $4.17 Unrealized
EATON VANCE SHORT DUR DIVERSIF 0.2%
Value ($000) $10 Shares 958,779 Est. Cost $10.12 Unrealized
RGA REINSURANCE GROUP OF AMERICA I 0.2%
Value ($000) $10 Shares 49,000 Est. Cost $129.40 Unrealized +68.5%
AXS AXIS CAPITAL HOLDINGS LTD 0.2%
Value ($000) $10 Shares 116,055 Est. Cost $51.21 Unrealized +65.0%
DXCM DEXCOM INC 0.2%
Value ($000) $10 Shares 131,243 Est. Cost $83.57 Unrealized -11.4%
CSX CSX CORP 0.2%
Value ($000) $10 Shares 315,425 Est. Cost $33.68 Unrealized 0.0%
HUBS HUBSPOT INC 0.2%
Value ($000) $10 Shares 14,450 Est. Cost $217.47 Unrealized +195.6%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $10 Shares 228,315 Est. Cost $38.61 Unrealized +10.9%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $10 Shares 237,125 Est. Cost $40.30 Unrealized +6.5%
BLACKROCK RESOURCES & COMMOD B 0.2%
Value ($000) $10 Shares 1,172,521 Est. Cost $0.01 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $10 Shares 43,715 Est. Cost $97.74 Unrealized +135.6%
AIG AMERICAN INTERNATIONAL GROUP I 0.2%
Value ($000) $10 Shares 135,464 Est. Cost $57.72 Unrealized +26.9%
CG CARLYLE GROUP LP/THE 0.2%
Value ($000) $10 Shares 193,920 Est. Cost $27.28 Unrealized +79.2%
MPWR MONOLITHIC POWER SYSTEMS INC 0.2%
Value ($000) $10 Shares 16,512 Est. Cost $205.66 Unrealized +248.5%
RIVERNORTH CAP AND INCM FD RS 0.2%
Value ($000) $10 Shares 628,657 Est. Cost $0.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $10 Shares 242,280 Est. Cost $36.28 Unrealized +8.6%
ADSK AUTODESK INC 0.2%
Value ($000) $10 Shares 32,737 Est. Cost $106.01 Unrealized +178.7%
ASML ASML HOLDING NV 0.2%
Value ($000) $10 Shares 13,870 Est. Cost $179.03 Unrealized
RTX RAYTHEON TECHNOLOGIES COR 0.2%
Value ($000) $10 Shares 82,975 Est. Cost $117.90 Unrealized +0.3%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $10 Shares 21,453 Est. Cost $328.84 Unrealized +30.2%
BLACKROCK ENH INTL DVD TR BGY 0.2%
Value ($000) $10 Shares 1,798,058 Est. Cost $0.01 Unrealized
NUVEEN NY AMT-FREE MUNICIPAL I 0.2%
Value ($000) $10 Shares 910,254 Est. Cost $0.38 Unrealized
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.2%
Value ($000) $10 Shares 73,970 Est. Cost $57.88 Unrealized +160.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $10 Shares 65,720 Est. Cost $121.72 Unrealized +22.9%
FLAHERTY & CRUMRINE TOTAL RETU 0.2%
Value ($000) $9 Shares 559,576 Est. Cost $0.02 Unrealized
PTC PTC INC 0.2%
Value ($000) $9 Shares 50,720 Est. Cost $53.99 Unrealized +251.2%
SIEGY SIEMENS AG ADR 0.2%
Value ($000) $9 Shares 95,721 Est. Cost $78.97 Unrealized
WESTERN ASSET INTERMEDIATE MUN 0.2%
Value ($000) $9 Shares 1,181,590 Est. Cost $0.01 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $9 Shares 17,395 Est. Cost $407.97 Unrealized +27.7%
CHRW CH ROBINSON WORLDWIDE INC 0.2%
Value ($000) $9 Shares 87,145 Est. Cost $96.38 Unrealized +8.8%
GLOB GLOBANT SA 0.2%
Value ($000) $9 Shares 41,595 Est. Cost $164.07 Unrealized +33.0%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $9 Shares 20,347 Est. Cost $192.17 Unrealized +101.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $9 Shares 17,658 Est. Cost $361.69 Unrealized +39.1%
ALLSPRING INCOME OPPORTUNITIES 0.2%
Value ($000) $9 Shares 1,251,181 Est. Cost $2.26 Unrealized
CTRE CARETRUST REIT INC 0.2%
Value ($000) $9 Shares 317,285 Est. Cost $0.03 Unrealized
SHEL SHELL PLC ADR 0.2%
Value ($000) $8 Shares 132,853 Est. Cost $44.56 Unrealized
GABELLI MULTIMEDIA TRUST GGT 0.2%
Value ($000) $8 Shares 1,851,248 Est. Cost $0.00 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $8 Shares 37,326 Est. Cost $190.24 Unrealized +21.6%
NUVEEN CORE PLUS IMPACT FUND N 0.2%
Value ($000) $8 Shares 778,150 Est. Cost $6.11 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP 0.2%
Value ($000) $8 Shares 96,090 Est. Cost $77.57 Unrealized +10.0%
IBM INTL BUSINESS MACHINES CORP 0.2%
Value ($000) $8 Shares 36,457 Est. Cost $126.21 Unrealized +71.4%
TORTOISE ENERGY INFRASTRUCTURE 0.2%
Value ($000) $8 Shares 190,690 Est. Cost $0.29 Unrealized
INVESCO QUALITY MUNICIPAL INCO 0.2%
Value ($000) $8 Shares 802,800 Est. Cost $11.07 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $8 Shares 112,075 Est. Cost $57.64 Unrealized +13.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $8 Shares 57,972 Est. Cost $137.33 Unrealized -1.0%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $8 Shares 38,462 Est. Cost $125.97 Unrealized +67.6%
XYL XYLEM INC 0.2%
Value ($000) $8 Shares 65,880 Est. Cost $124.27 Unrealized +0.4%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $8 Shares 128,925 Est. Cost $47.81 Unrealized +15.8%
XPHTX PIONEER HIGH INCOME FUND PHT 0.2%
Value ($000) $8 Shares 973,294 Est. Cost $3.97 Unrealized
GABELLI UTILITY TRUST GUT 0.2%
Value ($000) $7 Shares 1,489,703 Est. Cost $0.01 Unrealized
ALLIANCEBERNSTEIN NATIONAL MUN 0.2%
Value ($000) $7 Shares 683,012 Est. Cost $0.01 Unrealized
USB US BANCORP 0.2%
Value ($000) $7 Shares 152,765 Est. Cost $45.70 Unrealized +2.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $7 Shares 100,763 Est. Cost $64.14 Unrealized +17.0%
WESTERN ASSET PREMIER BOND FUN 0.2%
Value ($000) $7 Shares 670,019 Est. Cost $9.60 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $7 Shares 11,339 Est. Cost $200.42 Unrealized +226.9%
AJG ARTHUR J GALLAGHER & CO 0.2%
Value ($000) $7 Shares 25,025 Est. Cost $38.93 Unrealized +639.9%
MFS HIGH YIELD MUNI TR CMU 0.2%
Value ($000) $7 Shares 2,002,639 Est. Cost $0.00 Unrealized
DTF TAX-FREE INCOME INC DTF 0.2%
Value ($000) $7 Shares 619,371 Est. Cost $0.01 Unrealized
ALTAIR ENGINEERING INC-A 0.2%
Value ($000) $7 Shares 63,543 Est. Cost $36.00 Unrealized
XMVFX BLACKROCK MUNIVEST FUND MVF 0.2%
Value ($000) $7 Shares 979,630 Est. Cost $0.01 Unrealized
BLACKSTONE LNG SHRT CRED INC F 0.2%
Value ($000) $7 Shares 552,564 Est. Cost $6.87 Unrealized
SHW SHERWIN-WILLIAMS CO/THE 0.2%
Value ($000) $7 Shares 20,064 Est. Cost $202.78 Unrealized +82.3%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $7 Shares 59,045 Est. Cost $107.37 Unrealized +14.7%
PGIM GLOBAL SHORT DURATION HIG 0.2%
Value ($000) $7 Shares 541,216 Est. Cost $14.12 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $6 Shares 77,065 Est. Cost $104.15 Unrealized -2.8%
NOG NORTHERN OIL AND GAS INC 0.1%
Value ($000) $6 Shares 171,100 Est. Cost $32.67 Unrealized +20.0%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $6 Shares 68,475 Est. Cost $45.26 Unrealized +115.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $6 Shares 58,450 Est. Cost $97.24 Unrealized +15.5%
BNY MELLON HIGH YIELD STRATEGI 0.1%
Value ($000) $6 Shares 2,464,347 Est. Cost $1.57 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $6 Shares 13,815 Est. Cost $43.57 Unrealized +983.8%
HUBB HUBBELL INC 0.1%
Value ($000) $6 Shares 14,930 Est. Cost $102.17 Unrealized +330.3%
BARINGS GLOBAL SHORT DUR HI YL 0.1%
Value ($000) $6 Shares 397,582 Est. Cost $12.15 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD 0.1%
Value ($000) $6 Shares 490,765 Est. Cost $0.39 Unrealized
BLACKROCK MUNIHOLDINGS NJ QUAL 0.1%
Value ($000) $6 Shares 529,883 Est. Cost $0.94 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $6 Shares 68,108 Est. Cost $0.12 Unrealized
PODD INSULET CORP 0.1%
Value ($000) $6 Shares 22,207 Est. Cost $143.82 Unrealized +75.1%
ALIZY ALLIANZ SE ADR 0.1%
Value ($000) $6 Shares 187,107 Est. Cost $16.95 Unrealized
INVESCO ADVANTAGE MUNI INC TRU 0.1%
Value ($000) $6 Shares 639,093 Est. Cost $7.77 Unrealized
BLACKROCK ENHANCD CAP & INC FD 0.1%
Value ($000) $6 Shares 274,316 Est. Cost $0.02 Unrealized
TREX TREX CO INC 0.1%
Value ($000) $5 Shares 79,495 Est. Cost $57.85 Unrealized +21.8%
ABRDN LIFE SCIENCES INVESTOR H 0.1%
Value ($000) $5 Shares 417,064 Est. Cost $0.01 Unrealized
CHRD CHORD ENERGY CORPORATION 0.1%
Value ($000) $5 Shares 46,677 Est. Cost $104.16 Unrealized +13.5%
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $5 Shares 44,390 Est. Cost $101.84 Unrealized +20.3%
CSL CARLISLE COS INC 0.1%
Value ($000) $5 Shares 14,485 Est. Cost $144.43 Unrealized +197.2%
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $5 Shares 252,000 Est. Cost $6.47 Unrealized
INVESCO BOND FUND VBF 0.1%
Value ($000) $5 Shares 340,133 Est. Cost $13.07 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $5 Shares 13,714 Est. Cost $329.17 Unrealized -0.8%
VRT VERTIV HOLDINGS CO-A 0.1%
Value ($000) $5 Shares 45,900 Est. Cost $85.03 Unrealized +39.4%
MET METLIFE INC 0.1%
Value ($000) $5 Shares 62,910 Est. Cost $80.65 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $5 Shares 19,372 Est. Cost $216.35 Unrealized +30.3%
THC TENET HEALTHCARE CORP 0.1%
Value ($000) $5 Shares 40,095 Est. Cost $23.57 Unrealized +530.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $5 Shares 47,432 Est. Cost $125.11 Unrealized -15.3%
VIRTUS TOTAL RETURN FUND INC Z 0.1%
Value ($000) $5 Shares 846,939 Est. Cost $0.01 Unrealized
WESTERN ASSET HIGH INC OPP FD 0.1%
Value ($000) $5 Shares 1,255,712 Est. Cost $0.64 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $5 Shares 40,855 Est. Cost $98.83 Unrealized +19.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $5 Shares 82,517 Est. Cost $47.98 Unrealized +32.6%
NUVEEN REAL ASSET INC & GRW JR 0.1%
Value ($000) $5 Shares 405,052 Est. Cost $0.01 Unrealized
FLAHERTY & CRUMRINE PFD INC P 0.1%
Value ($000) $5 Shares 542,802 Est. Cost $0.01 Unrealized
NUVEEN MULTI ASSET INCOME NMA 0.1%
Value ($000) $5 Shares 405,546 Est. Cost $0.01 Unrealized
ANSYS INC 0.1%
Value ($000) $5 Shares 14,325 Est. Cost $74.40 Unrealized
INVESCO PA VALUE MUNI INC TR V 0.1%
Value ($000) $5 Shares 457,660 Est. Cost $5.04 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS 0.1%
Value ($000) $5 Shares 61,300 Est. Cost $30.50 Unrealized +144.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $5 Shares 57,510 Est. Cost $84.46 Unrealized -0.7%
MFS INVESTMENT GRADE MUNICIPAL 0.1%
Value ($000) $4 Shares 560,546 Est. Cost $0.01 Unrealized
JOHN HANCOCK INVESTORS TR JHI 0.1%
Value ($000) $4 Shares 326,964 Est. Cost $0.01 Unrealized
ABERDEEN TOTAL DYNAMIC DIVD FD 0.1%
Value ($000) $4 Shares 529,152 Est. Cost $0.01 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $4 Shares 30,015 Est. Cost $75.61 Unrealized +92.9%
AL AIR LEASE CORP 0.1%
Value ($000) $4 Shares 91,565 Est. Cost $39.73 Unrealized +16.5%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $4 Shares 57,310 Est. Cost $44.52 Unrealized +69.6%
XHNWX PIONEER DIVERSIFIED HIGH INC F 0.1%
Value ($000) $4 Shares 367,622 Est. Cost $6.50 Unrealized
BLACKROCK MUNIYIELD MI QUALITY 0.1%
Value ($000) $4 Shares 386,113 Est. Cost $3.93 Unrealized
INVESCO TR FOR INV GRADE NY MU 0.1%
Value ($000) $4 Shares 409,252 Est. Cost $0.40 Unrealized
FLAHERTY & CRUMRINE PFD SEC IN 0.1%
Value ($000) $4 Shares 274,282 Est. Cost $0.02 Unrealized
FIRST TRUST SPECIAL FINANC FGB 0.1%
Value ($000) $4 Shares 1,010,916 Est. Cost $0.00 Unrealized
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $4 Shares 16,835 Est. Cost $125.51 Unrealized +128.7%
DOV DOVER CORP 0.1%
Value ($000) $4 Shares 22,128 Est. Cost $98.10 Unrealized +96.8%
LNTH LANTHEUS HLDGS INC 0.1%
Value ($000) $4 Shares 46,050 Est. Cost $75.56 Unrealized +28.9%
GRMN GARMIN LTD 0.1%
Value ($000) $4 Shares 19,894 Est. Cost $86.18 Unrealized +123.3%
CIEN CIENA CORP 0.1%
Value ($000) $4 Shares 48,200 Est. Cost $28.76 Unrealized +149.5%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $4 Shares 6,800 Est. Cost $293.44 Unrealized +85.4%
AGX ARGAN INC 0.1%
Value ($000) $4 Shares 29,325 Est. Cost $78.61 Unrealized +72.9%
DT DYNATRACE INC 0.1%
Value ($000) $4 Shares 73,860 Est. Cost $43.81 Unrealized +24.5%
MKSI MKS INSTRUMENTS INC 0.1%
Value ($000) $4 Shares 38,425 Est. Cost $80.38 Unrealized +33.0%
XTEAX ECOFIN SUSTAIN & SOC IMPCT TEA 0.1%
Value ($000) $4 Shares 333,427 Est. Cost $0.01 Unrealized
TSM TAIWAN SEMICONDUCTOR ADR 0.1%
Value ($000) $4 Shares 20,214 Est. Cost $52.45 Unrealized
FLAHERTY & CRUMRINE PFD INC PF 0.1%
Value ($000) $4 Shares 354,898 Est. Cost $0.01 Unrealized
CUSHING NEXGEN INFRASTRUCTURE 0.1%
Value ($000) $4 Shares 86,461 Est. Cost $0.04 Unrealized
KBR KBR INC 0.1%
Value ($000) $4 Shares 68,075 Est. Cost $19.65 Unrealized +219.5%
CPRT COPART INC 0.1%
Value ($000) $4 Shares 67,723 Est. Cost $50.05 Unrealized +13.8%
BLACKROCK MUNIHOLDING MHD 0.1%
Value ($000) $4 Shares 331,704 Est. Cost $11.22 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $4 Shares 26,825 Est. Cost $117.77 Unrealized +16.6%
O REALTY INCOME CORP 0.1%
Value ($000) $4 Shares 71,585 Est. Cost $48.55 Unrealized +12.3%
FTI TECHNIPFMC PLC 0.1%
Value ($000) $4 Shares 131,925 Est. Cost $14.67 Unrealized +92.7%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $4 Shares 18,505 Est. Cost $196.73 Unrealized +2.7%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $4 Shares 66,525 Est. Cost $63.99 Unrealized -2.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $4 Shares 7,583 Est. Cost $335.86 Unrealized +57.0%
TFII TFI INTL INC 0.1%
Value ($000) $4 Shares 27,050 Est. Cost $84.69 Unrealized +68.1%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $4 Shares 14,547 Est. Cost $183.68 Unrealized
CR CRANE COMPANY 0.1%
Value ($000) $4 Shares 23,790 Est. Cost $72.31 Unrealized +126.8%
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $4 Shares 23,220 Est. Cost $141.60 Unrealized +38.2%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $4 Shares 26,175 Est. Cost $71.65 Unrealized +105.5%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $4 Shares 22,480 Est. Cost $65.42 Unrealized +142.9%
VCEL VERICEL CORP 0.1%
Value ($000) $4 Shares 64,530 Est. Cost $41.00 Unrealized +23.5%
GABELLI HLTH CARE & WELLNESSRX 0.1%
Value ($000) $4 Shares 367,035 Est. Cost $0.01 Unrealized
XPCKX PIMCO CA MUNICIPAL INCOME FUND 0.1%
Value ($000) $4 Shares 612,916 Est. Cost $0.01 Unrealized
BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $3 Shares 316,454 Est. Cost $7.15 Unrealized
CFLT CONFLUENT INC 0.1%
Value ($000) $3 Shares 124,623 Est. Cost $22.39 Unrealized +19.7%
IOT SAMSARA, INC. CLASS A 0.1%
Value ($000) $3 Shares 79,400 Est. Cost $49.20 Unrealized 0.0%
EBAY EBAY INC 0.1%
Value ($000) $3 Shares 55,185 Est. Cost $51.55 Unrealized +21.0%
BLACKROCK MUNIHOLDINGS QUALITY 0.1%
Value ($000) $3 Shares 339,855 Est. Cost $8.30 Unrealized
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $3 Shares 26,805 Est. Cost $93.89 Unrealized +34.6%
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $3 Shares 24,700 Est. Cost $100.68 Unrealized +35.3%
XMVTX BLACKROCK MUNIVEST MVT 0.1%
Value ($000) $3 Shares 312,513 Est. Cost $0.01 Unrealized
RELX RELX PLC - ADR 0.1%
Value ($000) $3 Shares 72,244 Est. Cost $21.30 Unrealized
IBDRY IBERDROLA SA ADR 0.1%
Value ($000) $3 Shares 58,554 Est. Cost $27.65 Unrealized
BLACKROCK MUNICIPAL INCOME TRU 0.1%
Value ($000) $3 Shares 303,112 Est. Cost $1.24 Unrealized
TECH BIO-TECHNE CORP 0.1%
Value ($000) $3 Shares 44,150 Est. Cost $75.15 Unrealized -2.9%
BAESY BAE SYSTEMS PLC ADR 0.1%
Value ($000) $3 Shares 55,390 Est. Cost $17.14 Unrealized
KNX KNIGHT-SWIFT TRANSPORT INC 0.1%
Value ($000) $3 Shares 59,600 Est. Cost $38.35 Unrealized +39.4%
ELLSWORTH GROWTH AND INCOME FD 0.1%
Value ($000) $3 Shares 318,285 Est. Cost $0.01 Unrealized
BNY MELLON STRATEGIC MUNI BOND 0.1%
Value ($000) $3 Shares 517,439 Est. Cost $4.31 Unrealized
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $3 Shares 28,900 Est. Cost $67.89 Unrealized +49.9%
CASY CASEY'S GENERAL STORES INC 0.1%
Value ($000) $3 Shares 7,325 Est. Cost $101.95 Unrealized +292.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $3 Shares 6,134 Est. Cost $390.10 Unrealized +26.4%
NU NU HLDGS LTD 0.1%
Value ($000) $3 Shares 277,266 Est. Cost $13.35 Unrealized -0.4%
ASGN ASGN INC 0.1%
Value ($000) $3 Shares 34,465 Est. Cost $69.09 Unrealized +32.2%
COHR COHERENT INC 0.1%
Value ($000) $3 Shares 30,200 Est. Cost $47.89 Unrealized +108.9%
SF STIFEL FINANCIAL CORP 0.1%
Value ($000) $3 Shares 26,765 Est. Cost $50.81 Unrealized +106.7%
XMQTX BLACKROCK MUNIYIELD QUALITY FD 0.1%
Value ($000) $3 Shares 283,593 Est. Cost $8.27 Unrealized
NUVEEN CA DIVIDEND ADV MUNI NA 0.1%
Value ($000) $3 Shares 244,327 Est. Cost $0.63 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $3 Shares 17,320 Est. Cost $76.17 Unrealized +91.2%
CREDIT SUISSE HIGH YIELD BOND 0.1%
Value ($000) $3 Shares 1,276,970 Est. Cost $0.62 Unrealized
DEO DIAGEO PLC ADR 0.1%
Value ($000) $3 Shares 21,440 Est. Cost $123.98 Unrealized
WESTERN ASSET INV GRA DEF OPP 0.1%
Value ($000) $3 Shares 164,657 Est. Cost $3.17 Unrealized
ASND ASCENDIS PHARMA A/S ADR 0.1%
Value ($000) $3 Shares 19,405 Est. Cost $0.14 Unrealized
AME AMETEK INC 0.1%
Value ($000) $3 Shares 14,675 Est. Cost $47.54 Unrealized +280.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $3 Shares 17,139 Est. Cost $168.46 Unrealized -5.3%
ATRC ATRICURE INC 0.1%
Value ($000) $3 Shares 85,990 Est. Cost $30.85 Unrealized +4.2%
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $3 Shares 15,100 Est. Cost $57.64 Unrealized +192.8%
BDC BELDEN INC 0.1%
Value ($000) $3 Shares 23,065 Est. Cost $52.05 Unrealized +128.9%
AZZ AZZ INC 0.1%
Value ($000) $3 Shares 31,300 Est. Cost $45.76 Unrealized +83.2%
GKOS GLAUKOS CORP 0.1%
Value ($000) $3 Shares 16,815 Est. Cost $114.75 Unrealized +20.0%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $2 Shares 38,475 Est. Cost $67.46 Unrealized -22.1%
HBAN HUNTINGTON BANCSHARES INC/OH 0.1%
Value ($000) $2 Shares 152,572 Est. Cost $12.39 Unrealized +26.7%
H & E EQUIPMENT SERVICES 0.1%
Value ($000) $2 Shares 50,365 Est. Cost $23.21 Unrealized
ADYEY ADYEN NV-ADR 0.1%
Value ($000) $2 Shares 162,400 Est. Cost $0.02 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2 Shares 466 Est. Cost $1933.58 Unrealized +146.4%
ABERDEEN GLOBAL DYNAMIC DIVD F 0.1%
Value ($000) $2 Shares 233,566 Est. Cost $0.01 Unrealized
MFS HIGH INCOME MUNICIPAL TRUS 0.1%
Value ($000) $2 Shares 620,203 Est. Cost $0.44 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $2 Shares 24,195 Est. Cost $38.20 Unrealized +144.4%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $2 Shares 6,500 Est. Cost $332.59 Unrealized -0.0%
NSRGY NESTLE SA ADR 0.0%
Value ($000) $2 Shares 26,810 Est. Cost $75.68 Unrealized
AZEK CO INC 0.0%
Value ($000) $2 Shares 45,800 Est. Cost $35.61 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $2 Shares 1,710 Est. Cost $1154.25 Unrealized +6.5%
OLN OLIN CORP 0.0%
Value ($000) $2 Shares 63,400 Est. Cost $21.53 Unrealized +86.9%
YETI YETI HOLDINGS INC 0.0%
Value ($000) $2 Shares 55,560 Est. Cost $28.03 Unrealized +41.8%
VIRTUS DIVD, INT & PREM STRATE 0.0%
Value ($000) $2 Shares 164,038 Est. Cost $0.01 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $2 Shares 22,268 Est. Cost $66.46 Unrealized +41.4%
DASH DOORDASH INC 0.0%
Value ($000) $2 Shares 12,108 Est. Cost $121.28 Unrealized +35.5%
FRANKLIN LIMITED DURATION INCO 0.0%
Value ($000) $2 Shares 298,991 Est. Cost $7.48 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $2 Shares 5,305 Est. Cost $93.73 Unrealized +319.9%
BHP BHP BILLITON ADR 0.0%
Value ($000) $2 Shares 40,000 Est. Cost $67.94 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $2 Shares 6,615 Est. Cost $313.37 Unrealized -1.5%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $2 Shares 45,400 Est. Cost $23.98 Unrealized +57.7%
XMYDX BLACKROCK MUNIYIELD FD MYD 0.0%
Value ($000) $2 Shares 184,100 Est. Cost $1.89 Unrealized
ONON ON HOLDING AG 0.0%
Value ($000) $2 Shares 34,750 Est. Cost $31.13 Unrealized +70.2%
BNYM STRATEGIC MUNICIPALS INC 0.0%
Value ($000) $2 Shares 313,643 Est. Cost $0.42 Unrealized
APAM ARTISAN PARTNERS ASSET MG 0.0%
Value ($000) $2 Shares 43,725 Est. Cost $20.64 Unrealized +94.8%
BANCROFT FUND LTD BCV 0.0%
Value ($000) $2 Shares 106,056 Est. Cost $0.02 Unrealized
MFS INTERMEDIATE HIGH INCOME F 0.0%
Value ($000) $2 Shares 1,082,086 Est. Cost $0.19 Unrealized
NCNO NCINO INC 0.0%
Value ($000) $2 Shares 55,470 Est. Cost $41.08 Unrealized -9.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value ($000) $2 Shares 10,092 Est. Cost $80.41 Unrealized +115.7%
THG HANOVER INSURANCE GROUP INC/TH 0.0%
Value ($000) $2 Shares 11,900 Est. Cost $110.74 Unrealized +36.5%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $2 Shares 12,055 Est. Cost $79.44 Unrealized +85.9%
TSLA TESLA MTRS INC 0.0%
Value ($000) $2 Shares 4,525 Est. Cost $247.23 Unrealized +30.1%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $2 Shares 30,550 Est. Cost $45.60 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 8,560 Est. Cost $56.98 Unrealized +292.0%
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $2 Shares 9,925 Est. Cost $66.28 Unrealized +164.3%
INVESCO VALUE MUNICIPAL INCOME 0.0%
Value ($000) $2 Shares 148,579 Est. Cost $12.55 Unrealized
CXT CRANE NXT COMPANY 0.0%
Value ($000) $2 Shares 29,625 Est. Cost $49.36 Unrealized +14.7%
SAFRY SAFRAN SA ADR 0.0%
Value ($000) $2 Shares 31,465 Est. Cost $27.06 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $2 Shares 12,620 Est. Cost $94.16 Unrealized +45.2%
ACHC ACADIA HEALTHCARE CO INC 0.0%
Value ($000) $2 Shares 42,550 Est. Cost $72.20 Unrealized -37.5%
LECO LINCOLN ELECTRIC HOLDINGS INC 0.0%
Value ($000) $2 Shares 8,945 Est. Cost $83.47 Unrealized +141.4%
AGCO AGCO CORP 0.0%
Value ($000) $2 Shares 17,885 Est. Cost $111.49 Unrealized -14.4%
FIRST TR INTER DUR PFD & FPF 0.0%
Value ($000) $2 Shares 89,058 Est. Cost $0.02 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $2 Shares 21,154 Est. Cost $101.17 Unrealized -24.4%
TOST TOAST INC 0.0%
Value ($000) $2 Shares 43,425 Est. Cost $25.34 Unrealized +38.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $2 Shares 4,300 Est. Cost $72.14 Unrealized +429.2%
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 11,810 Est. Cost $129.67 Unrealized +3.9%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $2 Shares 9,913 Est. Cost $158.35 Unrealized +6.7%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $2 Shares 12,515 Est. Cost $110.24 Unrealized +9.5%
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value ($000) $1 Shares 40,200 Est. Cost $33.78 Unrealized
STE STERIS PLC 0.0%
Value ($000) $1 Shares 7,130 Est. Cost $118.57 Unrealized +83.4%
CBT CABOT CORP 0.0%
Value ($000) $1 Shares 15,825 Est. Cost $66.66 Unrealized +57.0%
COHEN & STEERS SLCT PFD & INC 0.0%
Value ($000) $1 Shares 71,863 Est. Cost $0.02 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 38,800 Est. Cost $28.98 Unrealized +21.5%
WA INFLATION-LINKED OPP & INC 0.0%
Value ($000) $1 Shares 166,249 Est. Cost $11.97 Unrealized
PUTNAM MANAGED MUNI PMM 0.0%
Value ($000) $1 Shares 223,312 Est. Cost $0.01 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 14,315 Est. Cost $71.98 Unrealized +20.9%
GRW TCW COMPOUNDERS ETF 0.0%
Value ($000) $1 Shares 39,952 Est. Cost $0.03 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $1 Shares 40,000 Est. Cost $9.51 Unrealized +283.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 21,600 Est. Cost $48.42 Unrealized +47.5%
CNC CENTENE CORP 0.0%
Value ($000) $1 Shares 21,304 Est. Cost $78.17 Unrealized -20.2%
CROX CROCS INC 0.0%
Value ($000) $1 Shares 11,600 Est. Cost $105.51 Unrealized +10.3%
INSP INSPIRE MEDICAL SYSTEMS 0.0%
Value ($000) $1 Shares 6,830 Est. Cost $196.02 Unrealized -1.0%
XBTAX BLACKROCK LONG-TERM MUNI ADVAN 0.0%
Value ($000) $1 Shares 129,260 Est. Cost $11.29 Unrealized
NUVEEN MN QUALITY MUNI INC FD 0.0%
Value ($000) $1 Shares 99,926 Est. Cost $14.43 Unrealized
EVR EVERCORE INC - CL A 0.0%
Value ($000) $1 Shares 4,450 Est. Cost $73.75 Unrealized +278.8%
CRH CRH PLC 0.0%
Value ($000) $1 Shares 13,325 Est. Cost $58.12 Unrealized +64.0%
HDB HDFC BANK LTD ADR 0.0%
Value ($000) $1 Shares 18,825 Est. Cost $30.36 Unrealized
CCS CENTURY COMMUNITIES INC 0.0%
Value ($000) $1 Shares 16,325 Est. Cost $85.14 Unrealized +2.6%
AVNT AVIENT CORPORATION 0.0%
Value ($000) $1 Shares 29,250 Est. Cost $48.86 Unrealized -4.3%
KGS KODIAK GAS SERVICES INC 0.0%
Value ($000) $1 Shares 29,050 Est. Cost $26.04 Unrealized +38.9%
INVESCO HIGH INCOME TR II VLT 0.0%
Value ($000) $1 Shares 107,502 Est. Cost $12.31 Unrealized
EVVTY EVOLUTION AB- ADR 0.0%
Value ($000) $1 Shares 15,105 Est. Cost $6.24 Unrealized
FIRST TRUST SENIOR FLOATING RA 0.0%
Value ($000) $1 Shares 110,724 Est. Cost $0.01 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM O 0.0%
Value ($000) $1 Shares 23,768 Est. Cost $5.09 Unrealized
GUGGENHEIM TAXABLE MUNI MANAGE 0.0%
Value ($000) $1 Shares 72,651 Est. Cost $0.02 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $1 Shares 20,325 Est. Cost $29.79 Unrealized
KAYNE ANDERSON ENERGY INFRASTR 0.0%
Value ($000) $1 Shares 83,967 Est. Cost $5.92 Unrealized
ONB OLD NATIONAL BANCORP/IN 0.0%
Value ($000) $1 Shares 48,525 Est. Cost $17.08 Unrealized +21.8%
FCN FTI CONSULTING INC 0.0%
Value ($000) $1 Shares 5,485 Est. Cost $126.05 Unrealized +63.5%
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value ($000) $1 Shares 12,835 Est. Cost $75.34 Unrealized +13.4%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $1 Shares 3,425 Est. Cost $63.44 Unrealized +390.6%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $1 Shares 6,325 Est. Cost $122.38 Unrealized +32.3%
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $1 Shares 19,165 Est. Cost $39.28 Unrealized +35.8%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 85,500 Est. Cost $27.86 Unrealized -44.0%
ESTA ESTABLISHMENT LABS HLDGS 0.0%
Value ($000) $1 Shares 21,600 Est. Cost $44.40 Unrealized -1.8%
ARVN ARVINAS INC 0.0%
Value ($000) $1 Shares 51,594 Est. Cost $25.53 Unrealized -4.8%
MTN VAIL RESORTS INC 0.0%
Value ($000) $1 Shares 4,965 Est. Cost $219.45 Unrealized -18.5%
PFS PROVIDENT FINANCIAL SERVICES I 0.0%
Value ($000) $1 Shares 49,125 Est. Cost $18.08 Unrealized +2.2%
PIMCO NY MUNI INC II FND PNI 0.0%
Value ($000) $1 Shares 128,388 Est. Cost $0.01 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $1 Shares 9,125 Est. Cost $44.56 Unrealized +105.9%
STLA STELLANTIS NV 0.0%
Value ($000) $1 Shares 69,075 Est. Cost $17.06 Unrealized
CADE CADENCE BANK 0.0%
Value ($000) $1 Shares 25,750 Est. Cost $24.18 Unrealized +40.1%
MP MP MATERIALS CORP 0.0%
Value ($000) $1 Shares 55,375 Est. Cost $37.42 Unrealized -50.4%
HMN HORACE MANN EDUCATORS CORP 0.0%
Value ($000) $1 Shares 21,825 Est. Cost $36.24 Unrealized +7.8%
ZWS ZURN WATER SOLUTIONS CORP 0.0%
Value ($000) $1 Shares 22,800 Est. Cost $34.58 Unrealized +8.9%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1 Shares 8,582 Est. Cost $96.21 Unrealized +9.0%
COLB COLUMBIA BANKING SYSTEM INC 0.0%
Value ($000) $1 Shares 31,100 Est. Cost $26.94 Unrealized 0.0%
NPO ENPRO INC 0.0%
Value ($000) $1 Shares 4,700 Est. Cost $101.51 Unrealized +66.5%
IOVA IOVANCE BIOTHERAPEUTICS I 0.0%
Value ($000) $1 Shares 109,325 Est. Cost $10.08 Unrealized -8.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 2,780 Est. Cost $138.15 Unrealized +99.8%
EATON VANCE CA MUNICIPAL INCOM 0.0%
Value ($000) $1 Shares 79,028 Est. Cost $0.01 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 8,415 Est. Cost $47.48 Unrealized +107.1%
CNO CNO FINL GROUP INC 0.0%
Value ($000) $1 Shares 20,600 Est. Cost $13.92 Unrealized +161.3%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $1 Shares 833 Est. Cost $226.06 Unrealized +308.1%
FLAHERTY & CRUMRINE DYN P DFP 0.0%
Value ($000) $1 Shares 37,875 Est. Cost $0.02 Unrealized
KO COCA-COLA CO/THE 0.0%
Value ($000) $1 Shares 11,952 Est. Cost $34.25 Unrealized +84.2%
PFE PFIZER INC 0.0%
Value ($000) $1 Shares 27,428 Est. Cost $36.19 Unrealized -30.6%
BLACKROCK MUNI INC TR BFK 0.0%
Value ($000) $1 Shares 70,596 Est. Cost $0.01 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR I 0.0%
Value ($000) $1 Shares 21,975 Est. Cost $19.64 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 4,252 Est. Cost $97.44 Unrealized +65.4%
PIMCO NY MUNI INC FD PNF 0.0%
Value ($000) $1 Shares 91,044 Est. Cost $0.01 Unrealized
SURMODICS INC 0.0%
Value ($000) $1 Shares 16,624 Est. Cost $43.49 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $1 Shares 1,400 Est. Cost $146.75 Unrealized +219.2%
GAMCO NAT RES GOLD & INC TR GN 0.0%
Value ($000) $1 Shares 121,175 Est. Cost $0.01 Unrealized
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $1 Shares 9,510 Est. Cost $35.31 Unrealized +99.1%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $1 Shares 7,075 Est. Cost $75.41 Unrealized +13.7%
IRDM IRIDIUM COMMUNICATIONS IN 0.0%
Value ($000) $1 Shares 19,900 Est. Cost $46.83 Unrealized -36.5%
BLACKROCK MUNIYIELD PA QUALITY 0.0%
Value ($000) $1 Shares 48,700 Est. Cost $1.48 Unrealized
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $1 Shares 34,775 Est. Cost $19.82 Unrealized
BLACKROCK MUNIYIELD QUALITY FD 0.0%
Value ($000) $1 Shares 47,387 Est. Cost $13.24 Unrealized
BIDU BAIDU INC ADR 0.0%
Value ($000) $1 Shares 6,425 Est. Cost $171.26 Unrealized
RTO RENTOKIL INITIAL PLC-ADR 0.0%
Value ($000) $1 Shares 21,278 Est. Cost $0.03 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $1 Shares 24,700 Est. Cost $28.49 Unrealized -9.3%
ZURVY ZURICH INSURANCE GROUP AG ADR 0.0%
Value ($000) $1 Shares 17,384 Est. Cost $28.96 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 2,421 Est. Cost $110.50 Unrealized +96.2%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $0 Shares 8,050 Est. Cost $49.66 Unrealized +25.4%
TCOM TRIP COM GROUP LTD ADR 0.0%
Value ($000) $0 Shares 7,225 Est. Cost $35.74 Unrealized
BCO BRINK'S CO/THE 0.0%
Value ($000) $0 Shares 5,250 Est. Cost $60.23 Unrealized +63.8%
EATON VANCE TAX ADVT DIV INC F 0.0%
Value ($000) $0 Shares 20,109 Est. Cost $0.02 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 1,880 Est. Cost $233.58 Unrealized +13.7%
NATIONAL RURAL UTILS COOP 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.03 Unrealized
XPHDX PIONEER FLOATING RATE TR PHD 0.0%
Value ($000) $0 Shares 46,751 Est. Cost $0.42 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 4,200 Est. Cost $34.06 Unrealized +212.4%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 5,850 Est. Cost $72.66 Unrealized -3.7%
XBFZX BLACKROCK CA MUNICIPAL INCOME 0.0%
Value ($000) $0 Shares 38,669 Est. Cost $0.01 Unrealized
CUBE CUBESMART 0.0%
Value ($000) $0 Shares 9,950 Est. Cost $31.20 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $0 Shares 6,780 Est. Cost $93.08 Unrealized 0.0%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $0 Shares 5,800 Est. Cost $59.31 Unrealized +29.9%
HASI HA SUSTAINABLE INFRA CAPITAL I 0.0%
Value ($000) $0 Shares 14,950 Est. Cost $42.87 Unrealized -32.1%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 225 Est. Cost $1898.11 Unrealized +2.6%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $0 Shares 7,450 Est. Cost $18.49 Unrealized +199.8%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 18,050 Est. Cost $12.88 Unrealized +51.5%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $18.87 Unrealized +19.5%
APTV APTIV PLC 0.0%
Value ($000) $0 Shares 5,854 Est. Cost $61.22 Unrealized 0.0%
SCL STEPAN CO 0.0%
Value ($000) $0 Shares 5,400 Est. Cost $98.81 Unrealized -25.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $0 Shares 3,050 Est. Cost $63.25 Unrealized +72.4%
EG EVEREST GROUP LTD 0.0%
Value ($000) $0 Shares 947 Est. Cost $235.31 Unrealized +56.8%
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 7,119 Est. Cost $35.50 Unrealized +28.3%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 7,475 Est. Cost $29.06 Unrealized +45.9%
BLACKROCK MUNIYIELD NY QUALITY 0.0%
Value ($000) $0 Shares 31,000 Est. Cost $0.85 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 7,409 Est. Cost $91.81 Unrealized -47.9%
MOS MOSAIC CO/THE 0.0%
Value ($000) $0 Shares 12,275 Est. Cost $34.40 Unrealized -26.7%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $0 Shares 5,706 Est. Cost $41.19 Unrealized
VEA VANGUARD FTSE DEV MKTS ETF 0.0%
Value ($000) $0 Shares 5,955 Est. Cost $0.05 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 1,717 Est. Cost $167.43 Unrealized +5.3%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $0 Shares 1,154 Est. Cost $0.22 Unrealized
SE SEA LTD-ADR 0.0%
Value ($000) $0 Shares 2,525 Est. Cost $115.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $0 Shares 533 Est. Cost $286.41 Unrealized +61.2%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 2,426 Est. Cost $22.76 Unrealized +331.0%
HUN HUNTSMAN CORP 0.0%
Value ($000) $0 Shares 11,225 Est. Cost $21.53 Unrealized -3.3%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $100.19 Unrealized +3.3%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $155.39 Unrealized -30.6%
CEG CONSTELLATION ENERGY GROUP 0.0%
Value ($000) $0 Shares 735 Est. Cost $71.76 Unrealized +245.3%
NEUBERGER BERMAN MLP INCOME FD 0.0%
Value ($000) $0 Shares 17,900 Est. Cost $0.01 Unrealized
BLACKROCK MUNIHOLDINGS NY QUAL 0.0%
Value ($000) $0 Shares 15,300 Est. Cost $0.79 Unrealized
BLACKROCK MUNICIPAL INC QUALIT 0.0%
Value ($000) $0 Shares 14,351 Est. Cost $13.73 Unrealized
MFS MULTIMARKET INCOME TRUST M 0.0%
Value ($000) $0 Shares 32,990 Est. Cost $5.59 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $13.53 Unrealized +173.5%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,950 Est. Cost $57.01 Unrealized +22.7%
CLOUGH GLOBAL DIV & INC FD GLV 0.0%
Value ($000) $0 Shares 27,367 Est. Cost $0.01 Unrealized
JD JD.COM INC ADR 0.0%
Value ($000) $0 Shares 4,200 Est. Cost $28.51 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 615 Est. Cost $79.53 Unrealized +208.7%
AES AES CORP. 0.0%
Value ($000) $0 Shares 10,925 Est. Cost $19.26 Unrealized -27.3%
XBNYX BLACKROCK NY MUNI INCOME BNY 0.0%
Value ($000) $0 Shares 13,779 Est. Cost $0.31 Unrealized
FMX FOMENTO ECONOMICO MEXICANO ADR 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $77.46 Unrealized
NICE NICE LTD ADR 0.0%
Value ($000) $0 Shares 775 Est. Cost $50.02 Unrealized
MMYT MAKEMYTRIP LIMITED MAURIT 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $94.31 Unrealized +13.6%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $114.27 Unrealized +181.1%
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 990 Est. Cost $87.18 Unrealized +47.6%
PATTERSON COS INC 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $8.34 Unrealized
NPK NATIONAL PRESTO INDUSTRIES INC 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $83.82 Unrealized -4.1%
NUVEEN MO QLTY MUNI INC NOM 0.0%
Value ($000) $0 Shares 10,071 Est. Cost $0.01 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 790 Est. Cost $105.92 Unrealized +37.0%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 460 Est. Cost $242.99 Unrealized +17.7%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 190 Est. Cost $331.71 Unrealized +101.7%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $0 Shares 1,290 Est. Cost $51.53 Unrealized +90.5%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 1,540 Est. Cost $73.94 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $0 Shares 2,450 Est. Cost $27.69 Unrealized +62.8%
BRC BRADY CORP 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $53.72 Unrealized +36.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $30.14 Unrealized +167.5%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $0 Shares 1,950 Est. Cost $39.96 Unrealized +43.2%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 1,062 Est. Cost $52.47 Unrealized +63.5%
RVTY REVVITY INC 0.0%
Value ($000) $0 Shares 820 Est. Cost $89.83 Unrealized +30.4%
BABA ALIBABA GROUP HOLDING LTD ADR 0.0%
Value ($000) $0 Shares 1,075 Est. Cost $126.09 Unrealized
BSAC BANCO SANTANDER CHILE ADR 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $16.38 Unrealized
SJM JM SMUCKER CO/THE 0.0%
Value ($000) $0 Shares 780 Est. Cost $130.05 Unrealized -15.4%
STRA STRATEGIC EDUCATION INC 0.0%
Value ($000) $0 Shares 900 Est. Cost $55.39 Unrealized +63.1%
IFNNY INFINEON TECHNOLOGIES AG ADR 0.0%
Value ($000) $0 Shares 2,600 Est. Cost $0.04 Unrealized
ORI OLD REPUBLIC INTL CORP 0.0%
Value ($000) $0 Shares 2,275 Est. Cost $18.39 Unrealized +71.1%
NEM NEWMONT MINING CORP 0.0%
Value ($000) $0 Shares 2,175 Est. Cost $41.54 Unrealized +7.5%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 435 Est. Cost $126.12 Unrealized +57.9%
GGG GRACO INC 0.0%
Value ($000) $0 Shares 950 Est. Cost $85.20 Unrealized 0.0%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 255 Est. Cost $279.60 Unrealized +13.0%
PNR PENTAIR LTD 0.0%
Value ($000) $0 Shares 740 Est. Cost $41.86 Unrealized +142.4%
WESTERN ASSET MORTGAGE DEFINED 0.0%
Value ($000) $0 Shares 6,129 Est. Cost $15.27 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $0 Shares 955 Est. Cost $177.31 Unrealized -56.7%
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 789 Est. Cost $243.77 Unrealized -60.1%
GLNCY GLENCORE PLC ADR 0.0%
Value ($000) $0 Shares 7,590 Est. Cost $0.01 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $0.04 Unrealized
MURGY MUNICH RE GROUP ADR 0.0%
Value ($000) $0 Shares 5,950 Est. Cost $0.02 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $840.24 Unrealized +17.9%
EWJ ISHARES INC MSCI JAPAN 0.0%
Value ($000) $0 Shares 880 Est. Cost $0.07 Unrealized
FEDERATED PREMIER MUNI INC FD 0.0%
Value ($000) $0 Shares 5,137 Est. Cost $0.85 Unrealized
TRV TRAVELERS COS INC/THE 0.0%
Value ($000) $0 Shares 226 Est. Cost $143.90 Unrealized +70.2%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $0 Shares 575 Est. Cost $60.13 Unrealized +34.1%
VISN COMMSCOPE HLDG CO INC 0.0%
Value ($000) $0 Shares 8,450 Est. Cost $17.19 Unrealized -67.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 345 Est. Cost $160.87 Unrealized -10.6%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $135.93 Unrealized -10.6%
DBX DROPBOX INC 0.0%
Value ($000) $0 Shares 1,250 Est. Cost $22.00 Unrealized +25.5%
XYZ SQUARE INC 0.0%
Value ($000) $0 Shares 450 Est. Cost $61.70 Unrealized +33.0%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $0 Shares 116 Est. Cost $212.34 Unrealized +43.2%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $0 Shares 1,423 Est. Cost $22.97 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $0 Shares 216 Est. Cost $106.44 Unrealized +39.8%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 71 Est. Cost $328.58 Unrealized +26.0%
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 268 Est. Cost $75.87 Unrealized +14.0%
D DOMINION RES INC VA NEW 0.0%
Value ($000) $0 Shares 349 Est. Cost $62.13 Unrealized -13.0%
AON AON PLC 0.0%
Value ($000) $0 Shares 54 Est. Cost $290.95 Unrealized +25.5%
ROP ROPER INDS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $403.95 Unrealized +34.8%
MA MASTERCARD INC 0.0%
Value ($000) $0 Shares 22 Est. Cost $323.40 Unrealized +59.1%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $45.01 Unrealized -6.0%
AKOYA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 1,854 Est. Cost $0.01 Unrealized
MREO MEREO BIOPHARMA GROUP PLC 0.0%
Value ($000) $0 Shares 970 Est. Cost $2.06 Unrealized
OUTSET MED INC 0.0%
Value ($000) $0 Shares 2,668 Est. Cost $46.10 Unrealized
TLOG TETRALOGIC PHARMACEUTICALS COR 0.0%
Value ($000) $0 Shares 3,913 Est. Cost $0.01 Unrealized -98.5%