SEGALL BRYANT & HAMILL, LLC Diversified Active

CIK: 0001006378 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $9,273 (100.0% shares, 0.0% debt)

Holdings (716)

AAPL APPLE INC. 2.4%
Value ($000) $225 Shares 1,365,376 Est. Cost $94.99 Unrealized +53.2%
MSFT MICROSOFT CORP 2.2%
Value ($000) $203 Shares 703,649 Est. Cost $88.94 Unrealized +180.5%
PWR QUANTA SERVICES INC 1.5%
Value ($000) $139 Shares 834,556 Est. Cost $141.33 Unrealized +8.3%
AMZN AMAZON.COM INC. 1.4%
Value ($000) $128 Shares 1,237,837 Est. Cost $120.32 Unrealized -19.7%
MTD METTLER-TOLEDO INTERNATIONAL 1.4%
Value ($000) $126 Shares 82,107 Est. Cost $422.56 Unrealized +255.4%
GOOG ALPHABET INC CL C 1.3%
Value ($000) $124 Shares 1,192,429 Est. Cost $94.73 Unrealized +1.2%
V VISA INC CL A 1.3%
Value ($000) $120 Shares 534,298 Est. Cost $196.98 Unrealized +10.6%
ZTS ZOETIS INC 1.2%
Value ($000) $113 Shares 681,700 Est. Cost $143.20 Unrealized +11.0%
UNH UNITEDHEALTH GROUP INCORPORATED 1.2%
Value ($000) $108 Shares 229,364 Est. Cost $500.41 Unrealized -8.6%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $105 Shares 181,500 Est. Cost $254.16 Unrealized +119.8%
ARES ARES MANAGEMENT CORPORATION 1.1%
Value ($000) $100 Shares 1,197,540 Est. Cost $65.79 Unrealized +11.2%
ROP ROPER TECHNOLOGIES 1.0%
Value ($000) $96 Shares 217,283 Est. Cost $147.55 Unrealized +187.6%
EQUITY COMMONWEALTH 1.0%
Value ($000) $95 Shares 4,592,629 Est. Cost $27.59 Unrealized
PRGS PROGRESS SOFTWARE CORP 1.0%
Value ($000) $91 Shares 1,589,606 Est. Cost $37.71 Unrealized +47.8%
ITW ILLINOIS TOOL WORKS CO 0.9%
Value ($000) $87 Shares 356,303 Est. Cost $80.83 Unrealized +169.3%
JPM JP MORGAN CHASE & CO 0.9%
Value ($000) $86 Shares 661,480 Est. Cost $117.65 Unrealized +8.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.9%
Value ($000) $84 Shares 1,003,457 Est. Cost $51.65 Unrealized +43.8%
DHR DANAHER CORPORATION 0.8%
Value ($000) $76 Shares 300,384 Est. Cost $51.38 Unrealized +336.1%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.8%
Value ($000) $75 Shares 235,266 Est. Cost $216.79 Unrealized +39.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $74 Shares 239,742 Est. Cost $125.29 Unrealized +146.0%
MCK MCKESSON CORPORATION 0.8%
Value ($000) $73 Shares 204,075 Est. Cost $367.20 Unrealized -3.0%
RRX REGAL REXNORD CORP 0.8%
Value ($000) $72 Shares 512,555 Est. Cost $92.23 Unrealized +57.0%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $71 Shares 436,192 Est. Cost $81.06 Unrealized +83.1%
TECH BIO-TECHNE CORP 0.8%
Value ($000) $71 Shares 958,207 Est. Cost $78.25 Unrealized -2.9%
MRVL MARVELL TECHNOLOGY INC 0.8%
Value ($000) $71 Shares 1,631,422 Est. Cost $47.96 Unrealized -13.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.7%
Value ($000) $68 Shares 974,990 Est. Cost $47.57 Unrealized +28.5%
SPXC SPX TECHNOLOGIES INC 0.7%
Value ($000) $66 Shares 938,423 Est. Cost $0.07 Unrealized
AVY AVERY DENNISON CORP 0.7%
Value ($000) $64 Shares 356,951 Est. Cost $95.61 Unrealized +80.2%
BDC BELDEN INC 0.7%
Value ($000) $64 Shares 735,892 Est. Cost $50.33 Unrealized +63.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.7%
Value ($000) $63 Shares 642,132 Est. Cost $87.65 Unrealized +5.3%
RGA REINSURANCE GROUP OF AMERICA 0.7%
Value ($000) $62 Shares 463,867 Est. Cost $97.01 Unrealized +46.1%
KBR KBR INC 0.7%
Value ($000) $61 Shares 1,116,687 Est. Cost $48.08 Unrealized +5.4%
ICUI ICU MEDICAL INC 0.7%
Value ($000) $61 Shares 370,997 Est. Cost $152.18 Unrealized +13.0%
TJX TJX COMPANIES INC 0.7%
Value ($000) $61 Shares 778,163 Est. Cost $43.02 Unrealized +75.8%
FNV FRANCO NEVADA CORP 0.7%
Value ($000) $60 Shares 414,676 Est. Cost $69.07 Unrealized +96.5%
KEYS KEYSIGHT TECHNOLOGIES 0.6%
Value ($000) $60 Shares 370,176 Est. Cost $170.45 Unrealized -0.4%
UNILEVER PLC 0.6%
Value ($000) $59 Shares 1,136,333 Est. Cost $31.39 Unrealized
GL GLOBE LIFE INC COM 0.6%
Value ($000) $59 Shares 534,027 Est. Cost $111.47 Unrealized +2.8%
ENS ENERSYS 0.6%
Value ($000) $56 Shares 649,782 Est. Cost $67.81 Unrealized +20.7%
COST COSTCO WHOLESALE CORP. 0.6%
Value ($000) $54 Shares 109,321 Est. Cost $468.77 Unrealized +0.5%
COTY COTY INC COM CL A 0.6%
Value ($000) $54 Shares 4,498,931 Est. Cost $8.21 Unrealized +28.9%
MRSH MARSH & MCLENNAN 0.6%
Value ($000) $53 Shares 318,034 Est. Cost $95.51 Unrealized +66.8%
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value ($000) $52 Shares 61,299 Est. Cost $53.77 Unrealized +1.9%
NVO NOVO-NORDISK A S ADR 0.6%
Value ($000) $52 Shares 326,340 Est. Cost $78.86 Unrealized
ABT ABBOTT LABS 0.6%
Value ($000) $51 Shares 508,447 Est. Cost $49.12 Unrealized +103.6%
PEP PEPSICO INC 0.5%
Value ($000) $50 Shares 274,419 Est. Cost $63.83 Unrealized +148.6%
HD HOME DEPOT INC 0.5%
Value ($000) $50 Shares 167,850 Est. Cost $176.99 Unrealized +60.8%
EL ESTEE LAUDER COMPANIES - CLASS A 0.5%
Value ($000) $48 Shares 196,202 Est. Cost $83.91 Unrealized +186.9%
CMP COMPASS MINERALS INTL INC 0.5%
Value ($000) $48 Shares 1,396,269 Est. Cost $40.16 Unrealized -2.9%
SP PLUS CORP COM 0.5%
Value ($000) $47 Shares 1,384,623 Est. Cost $0.03 Unrealized
JNJ JOHNSON & JOHNSON CO 0.5%
Value ($000) $47 Shares 305,751 Est. Cost $76.12 Unrealized +94.3%
J JACOBS SOLUTIONS INC 0.5%
Value ($000) $47 Shares 400,717 Est. Cost $96.22 Unrealized +1.1%
SBCF SEACOAST BANKING CORP OF FLORIDA 0.5%
Value ($000) $46 Shares 1,961,954 Est. Cost $24.92 Unrealized +19.4%
SOUTHSTATE CORP 0.5%
Value ($000) $46 Shares 648,020 Est. Cost $42.64 Unrealized
GBCI GLACIER BANCORP INC 0.5%
Value ($000) $43 Shares 1,032,453 Est. Cost $48.54 Unrealized -14.8%
GLD SPDR GOLD SHARES 0.5%
Value ($000) $43 Shares 236,197 Est. Cost $0.17 Unrealized
HAIN HAIN CELESTIAL GROUP 0.5%
Value ($000) $43 Shares 2,520,496 Est. Cost $29.49 Unrealized -38.2%
AZEK CO INC CL A 0.5%
Value ($000) $43 Shares 1,810,009 Est. Cost $0.02 Unrealized
ADBE ADOBE INC. 0.5%
Value ($000) $42 Shares 110,082 Est. Cost $319.83 Unrealized +11.1%
CIRCOR INTL INC 0.5%
Value ($000) $42 Shares 1,346,183 Est. Cost $0.02 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.4%
Value ($000) $42 Shares 83,259 Est. Cost $218.56 Unrealized +105.6%
ESI ELEMENT SOLUTIONS INC COM 0.4%
Value ($000) $41 Shares 2,100,433 Est. Cost $17.24 Unrealized +10.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $40 Shares 404,680 Est. Cost $109.24 Unrealized -8.9%
DOV DOVER CORP 0.4%
Value ($000) $40 Shares 262,496 Est. Cost $140.43 Unrealized +0.9%
TRNO TERRENO RLTY CORP 0.4%
Value ($000) $39 Shares 610,130 Est. Cost $0.06 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.4%
Value ($000) $39 Shares 204,411 Est. Cost $62.02 Unrealized +184.8%
APOG APOGEE ENTERPRISES INC COM 0.4%
Value ($000) $39 Shares 902,269 Est. Cost $35.07 Unrealized +20.0%
AZZ AZZ INC 0.4%
Value ($000) $38 Shares 927,071 Est. Cost $41.36 Unrealized -4.1%
GIL GILDAN ACTIVEWEAR 0.4%
Value ($000) $38 Shares 1,151,777 Est. Cost $25.90 Unrealized +12.5%
MRCY MERCURY SYS INC COM 0.4%
Value ($000) $38 Shares 747,453 Est. Cost $59.38 Unrealized -14.9%
DG DOLLAR GENERAL 0.4%
Value ($000) $37 Shares 176,385 Est. Cost $202.20 Unrealized +4.9%
NBHC NATIONAL BANK HOLDINGS CORPORATION 0.4%
Value ($000) $36 Shares 1,075,554 Est. Cost $27.07 Unrealized +35.0%
OFIX ORTHOFIX MED INC 0.4%
Value ($000) $35 Shares 2,085,726 Est. Cost $17.64 Unrealized +10.9%
WNS HLDGS LTD SPON ADR 0.4%
Value ($000) $35 Shares 374,344 Est. Cost $0.08 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.4%
Value ($000) $34 Shares 910,762 Est. Cost $14.98 Unrealized +143.7%
NOW SERVICENOW INC 0.4%
Value ($000) $34 Shares 74,173 Est. Cost $78.74 Unrealized +10.6%
MOD MODINE MFG CO 0.4%
Value ($000) $34 Shares 1,492,286 Est. Cost $11.14 Unrealized +107.0%
BCPC BALCHEM CORPORATION 0.4%
Value ($000) $33 Shares 264,052 Est. Cost $50.91 Unrealized +149.8%
AGI ALAMOS GOLD INC NEW COM CL A 0.4%
Value ($000) $33 Shares 2,721,844 Est. Cost $7.57 Unrealized +40.9%
AIR AAR CORP 0.4%
Value ($000) $33 Shares 606,686 Est. Cost $27.19 Unrealized +90.5%
REV GROUP INC 0.4%
Value ($000) $33 Shares 2,721,896 Est. Cost $12.11 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.4%
Value ($000) $33 Shares 47,755 Est. Cost $0.56 Unrealized
ALLETE INC 0.3%
Value ($000) $32 Shares 501,620 Est. Cost $64.01 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.3%
Value ($000) $31 Shares 592,092 Est. Cost $27.99 Unrealized +62.8%
SU SUNCOR ENERGY INC 0.3%
Value ($000) $31 Shares 1,005,357 Est. Cost $21.60 Unrealized +34.9%
SCI SERVICE CORP INTL 0.3%
Value ($000) $31 Shares 452,760 Est. Cost $66.76 Unrealized +3.5%
SUMMIT MATLS INC CL A 0.3%
Value ($000) $31 Shares 1,090,601 Est. Cost $0.03 Unrealized
BDX BECTON DICKINSON 0.3%
Value ($000) $31 Shares 124,755 Est. Cost $226.65 Unrealized +2.5%
SLGN SILGAN HOLDINGS INC 0.3%
Value ($000) $30 Shares 566,852 Est. Cost $31.40 Unrealized +67.8%
PRGO PERRIGO COMPANY PLC 0.3%
Value ($000) $30 Shares 838,429 Est. Cost $35.23 Unrealized +2.6%
PFE PFIZER INC COM 0.3%
Value ($000) $30 Shares 730,801 Est. Cost $19.44 Unrealized +88.0%
TXNM PNM RESOURCES INC. 0.3%
Value ($000) $30 Shares 610,453 Est. Cost $47.60 Unrealized +3.1%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $30 Shares 85,756 Est. Cost $321.12 Unrealized +7.0%
HWC HANCOCK WHITNEY CO 0.3%
Value ($000) $29 Shares 809,688 Est. Cost $49.60 Unrealized -5.9%
PDC ENERGY 0.3%
Value ($000) $29 Shares 459,078 Est. Cost $0.06 Unrealized
SYY SYSCO CORPORATION 0.3%
Value ($000) $29 Shares 374,675 Est. Cost $72.37 Unrealized -2.3%
SHOO STEVEN MADDEN LTD 0.3%
Value ($000) $29 Shares 796,267 Est. Cost $30.93 Unrealized +4.6%
STAG STAG INDL INC COM 0.3%
Value ($000) $28 Shares 831,883 Est. Cost $0.03 Unrealized
SLAB SILICON LABORATORIES INC COM 0.3%
Value ($000) $28 Shares 160,400 Est. Cost $119.49 Unrealized +40.7%
WRB BERKLEY W R CORP 0.3%
Value ($000) $28 Shares 449,375 Est. Cost $38.51 Unrealized +8.0%
ALKS ALKERMES PLC 0.3%
Value ($000) $28 Shares 988,587 Est. Cost $25.53 Unrealized +6.7%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.3%
Value ($000) $28 Shares 981,357 Est. Cost $36.29 Unrealized -12.9%
MKC MCCORMICK & COMPANY INC 0.3%
Value ($000) $28 Shares 331,066 Est. Cost $73.25 Unrealized -2.9%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $28 Shares 137,869 Est. Cost $71.96 Unrealized +17.8%
GOOGL ALPHABET INC CL A 0.3%
Value ($000) $27 Shares 262,735 Est. Cost $94.32 Unrealized +1.0%
RRC RANGE RESOURCES CORP 0.3%
Value ($000) $27 Shares 1,021,564 Est. Cost $26.83 Unrealized -6.2%
NX QUANEX BUILDING PRODUCTS CORP COM 0.3%
Value ($000) $27 Shares 1,250,368 Est. Cost $15.89 Unrealized +45.0%
OLLI OLLIES BARGAIN OUTLT HLDGS INC 0.3%
Value ($000) $27 Shares 461,600 Est. Cost $60.99 Unrealized -9.8%
ENSG ENSIGN GROUP INC 0.3%
Value ($000) $27 Shares 277,416 Est. Cost $90.19 Unrealized +1.0%
RSG REPUBLIC SERVICES INC 0.3%
Value ($000) $26 Shares 195,681 Est. Cost $131.20 Unrealized -6.2%
MMS MAXIMUS INC 0.3%
Value ($000) $26 Shares 335,886 Est. Cost $71.00 Unrealized +8.5%
GPK GRAPHIC PACKAGING HLDG CO COM 0.3%
Value ($000) $26 Shares 1,032,600 Est. Cost $20.59 Unrealized +14.2%
ABBV ABBVIE INC COM 0.3%
Value ($000) $26 Shares 162,560 Est. Cost $137.22 Unrealized +0.7%
OGE OGE ENERGY CORP 0.3%
Value ($000) $26 Shares 681,904 Est. Cost $36.33 Unrealized +3.5%
MTN VAIL RESORTS INC 0.3%
Value ($000) $25 Shares 105,237 Est. Cost $234.74 Unrealized +2.7%
MTDR MATADOR RESOURCES CO 0.3%
Value ($000) $24 Shares 497,780 Est. Cost $59.56 Unrealized -5.6%
PACIFIC PREMIER BANCORP COM 0.3%
Value ($000) $24 Shares 985,863 Est. Cost $0.03 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $24 Shares 305,813 Est. Cost $73.82 Unrealized -4.3%
AVGO BROADCOM INC 0.3%
Value ($000) $24 Shares 36,731 Est. Cost $47.61 Unrealized +21.0%
PODD INSULET CORP 0.2%
Value ($000) $23 Shares 71,716 Est. Cost $276.69 Unrealized +7.1%
ASTE ASTEC INDUSTRIES INC 0.2%
Value ($000) $23 Shares 552,216 Est. Cost $47.41 Unrealized -14.4%
STE STERIS PLC 0.2%
Value ($000) $23 Shares 118,919 Est. Cost $187.67 Unrealized +0.4%
WMS ADVANCED DRAIN SYS INC DEL COM 0.2%
Value ($000) $23 Shares 269,856 Est. Cost $99.49 Unrealized -12.8%
EME EMCOR GROUP INC 0.2%
Value ($000) $22 Shares 136,835 Est. Cost $140.69 Unrealized +8.4%
DRIL-QUIP INC 0.2%
Value ($000) $22 Shares 772,745 Est. Cost $29.29 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $22 Shares 148,993 Est. Cost $60.84 Unrealized +118.9%
PVH PVH CORP 0.2%
Value ($000) $22 Shares 243,275 Est. Cost $59.28 Unrealized +36.9%
NKE NIKE INC 0.2%
Value ($000) $22 Shares 176,406 Est. Cost $55.25 Unrealized +111.2%
MUR MURPHY OIL CORP 0.2%
Value ($000) $22 Shares 583,127 Est. Cost $36.05 Unrealized -1.5%
FMC FMC CORP 0.2%
Value ($000) $21 Shares 174,562 Est. Cost $90.07 Unrealized +24.0%
CPRI CAPRI HOLDINGS LIMITED SHS 0.2%
Value ($000) $21 Shares 450,389 Est. Cost $50.52 Unrealized +6.2%
NPO ENPRO INDUSTRIES INC. 0.2%
Value ($000) $20 Shares 194,797 Est. Cost $108.15 Unrealized +1.2%
CHDN CHURCHILL DOWNS INC 0.2%
Value ($000) $20 Shares 76,982 Est. Cost $75.55 Unrealized +58.1%
NEO NEOGENOMICS INC 0.2%
Value ($000) $20 Shares 1,121,056 Est. Cost $9.55 Unrealized +49.1%
GMED GLOBUS MEDICAL INC 0.2%
Value ($000) $19 Shares 340,762 Est. Cost $49.89 Unrealized +28.5%
SXT SENSIENT TECHNOLOGIES CORP 0.2%
Value ($000) $19 Shares 249,945 Est. Cost $72.11 Unrealized +3.3%
CADE CADENCE BANK 0.2%
Value ($000) $19 Shares 915,108 Est. Cost $22.42 Unrealized 0.0%
PHYSICIANS REALTY TRUST 0.2%
Value ($000) $19 Shares 1,269,104 Est. Cost $0.01 Unrealized
MTRN MATERION CORP COM 0.2%
Value ($000) $19 Shares 162,565 Est. Cost $82.62 Unrealized +21.3%
WSBC WESBANCO INC 0.2%
Value ($000) $18 Shares 602,224 Est. Cost $32.06 Unrealized +10.3%
MCO MOODYS CORP 0.2%
Value ($000) $18 Shares 58,965 Est. Cost $196.26 Unrealized +50.3%
LITE LUMENTUM HLDGS INC COM 0.2%
Value ($000) $18 Shares 333,958 Est. Cost $55.80 Unrealized 0.0%
FOXF FOX FACTORY HOLDING CORP 0.2%
Value ($000) $18 Shares 148,072 Est. Cost $93.01 Unrealized +23.4%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $18 Shares 89,050 Est. Cost $88.44 Unrealized +114.2%
FARO TECHNOLOGIES INC 0.2%
Value ($000) $18 Shares 726,804 Est. Cost $56.72 Unrealized
HP HELMERICH & PAYNE INC COM 0.2%
Value ($000) $18 Shares 499,607 Est. Cost $28.50 Unrealized +51.4%
DAVA ENDAVA PLC ADS 0.2%
Value ($000) $18 Shares 264,387 Est. Cost $0.08 Unrealized
AON AON PLC CL A 0.2%
Value ($000) $18 Shares 56,326 Est. Cost $285.70 Unrealized +6.1%
ONTO ONTO INNOVATION INC 0.2%
Value ($000) $18 Shares 202,012 Est. Cost $58.15 Unrealized +39.5%
AEO AMERICAN EAGLE OUTFITTERS 0.2%
Value ($000) $18 Shares 1,319,888 Est. Cost $11.71 Unrealized +14.5%
PZZA PAPA JOHNS INTL INC 0.2%
Value ($000) $18 Shares 235,776 Est. Cost $75.22 Unrealized +0.6%
NXPI NXP SEMICONDUCTORS N.V. 0.2%
Value ($000) $18 Shares 94,466 Est. Cost $149.35 Unrealized +12.9%
HOG HARLEY-DAVIDSON INC 0.2%
Value ($000) $17 Shares 459,084 Est. Cost $37.54 Unrealized +17.0%
CSL CARLISLE COMPANIES INCORPORATED 0.2%
Value ($000) $17 Shares 76,323 Est. Cost $149.78 Unrealized +56.8%
BMI BADGER METER INC COM 0.2%
Value ($000) $17 Shares 139,886 Est. Cost $83.66 Unrealized +37.0%
TXRH TEXAS ROADHOUSE INC 0.2%
Value ($000) $17 Shares 157,679 Est. Cost $75.72 Unrealized +28.8%
WCN WASTE CONNECTIONS INC 0.2%
Value ($000) $16 Shares 116,044 Est. Cost $133.29 Unrealized -2.0%
BERRY GLOBAL GROUP INC 0.2%
Value ($000) $16 Shares 269,626 Est. Cost $0.06 Unrealized
FR FIRST INDUSTRIAL REALTY TRUST, INC 0.2%
Value ($000) $16 Shares 297,080 Est. Cost $0.05 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.2%
Value ($000) $16 Shares 44,258 Est. Cost $151.36 Unrealized +127.8%
TTEK TETRA TECH INC 0.2%
Value ($000) $16 Shares 106,754 Est. Cost $28.91 Unrealized -0.1%
NOVT NOVANTA INC 0.2%
Value ($000) $16 Shares 98,438 Est. Cost $140.15 Unrealized +9.6%
CIEN CIENA CORP COM NEW 0.2%
Value ($000) $16 Shares 295,953 Est. Cost $49.29 Unrealized +1.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $15 Shares 141,030 Est. Cost $96.28 Unrealized +4.1%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $15 Shares 174,708 Est. Cost $67.05 Unrealized +25.5%
A AGILENT TECHNOLOGIES 0.2%
Value ($000) $15 Shares 111,120 Est. Cost $139.69 Unrealized +2.5%
BCRX BIOCRYST PHARMACEUTICALS INC 0.2%
Value ($000) $15 Shares 1,837,854 Est. Cost $12.21 Unrealized -21.2%
CBU COMMUNITY BANK SYSTEM INC 0.2%
Value ($000) $15 Shares 291,977 Est. Cost $50.35 Unrealized +5.1%
PSTG PURE STORAGE INC CL A 0.2%
Value ($000) $15 Shares 597,761 Est. Cost $29.08 Unrealized -7.2%
COLB COLUMBIA BKG SYS INC 0.2%
Value ($000) $15 Shares 707,603 Est. Cost $23.29 Unrealized 0.0%
AVA AVISTA CORP 0.2%
Value ($000) $15 Shares 355,600 Est. Cost $34.22 Unrealized +4.7%
TGT TARGET CORPORATION 0.2%
Value ($000) $15 Shares 90,029 Est. Cost $140.92 Unrealized +5.5%
CACI CACI INTERNATIONAL INC 0.2%
Value ($000) $15 Shares 50,165 Est. Cost $286.58 Unrealized +2.8%
GWW GRAINGER WW INC 0.2%
Value ($000) $15 Shares 21,546 Est. Cost $190.21 Unrealized +226.8%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value ($000) $15 Shares 51,313 Est. Cost $236.34 Unrealized +14.3%
OLED UNIVERSAL DISPLAY CORP 0.2%
Value ($000) $15 Shares 94,672 Est. Cost $106.56 Unrealized +22.3%
WK WORKIVA INC 0.2%
Value ($000) $14 Shares 141,405 Est. Cost $77.66 Unrealized +16.7%
CMCO COLUMBUS MCKINNON CORP 0.2%
Value ($000) $14 Shares 389,432 Est. Cost $34.20 Unrealized +2.5%
MRK MERCK & CO 0.2%
Value ($000) $14 Shares 135,517 Est. Cost $92.80 Unrealized +6.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $14 Shares 51,554 Est. Cost $86.45 Unrealized +189.8%
ACN ACCENTURE LTD CL A 0.2%
Value ($000) $14 Shares 50,375 Est. Cost $264.08 Unrealized -1.0%
EPAC ENERPAC TOOL GROUP CORP CL A COM 0.2%
Value ($000) $14 Shares 563,136 Est. Cost $26.29 Unrealized 0.0%
VYX NCR CORP 0.2%
Value ($000) $14 Shares 597,894 Est. Cost $13.30 Unrealized +15.5%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $14 Shares 153,138 Est. Cost $0.09 Unrealized
ALC ALCON INC ORD SHS 0.2%
Value ($000) $14 Shares 199,053 Est. Cost $63.16 Unrealized +11.6%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $14 Shares 147,563 Est. Cost $82.72 Unrealized +1.0%
ITT ITT INC 0.1%
Value ($000) $14 Shares 158,388 Est. Cost $77.46 Unrealized +13.5%
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $14 Shares 62,748 Est. Cost $187.18 Unrealized +14.9%
PGR PROGRESSIVE CORP OHIO 0.1%
Value ($000) $14 Shares 94,671 Est. Cost $57.21 Unrealized +120.2%
CTAS CINTAS CORP 0.1%
Value ($000) $14 Shares 29,262 Est. Cost $48.81 Unrealized +120.2%
OPCH OPTION CARE HEALTH INC COM NEW 0.1%
Value ($000) $13 Shares 416,568 Est. Cost $31.03 Unrealized -3.4%
CNDT CONDUENT INC 0.1%
Value ($000) $13 Shares 3,844,868 Est. Cost $6.04 Unrealized -32.0%
CUZ COUSINS PPTYS INC 0.1%
Value ($000) $13 Shares 615,620 Est. Cost $39.83 Unrealized
UPS UNITED PARCEL SERVICE - CL B 0.1%
Value ($000) $13 Shares 67,607 Est. Cost $62.89 Unrealized +151.5%
POWI POWER INTEGRATIONS INC 0.1%
Value ($000) $13 Shares 154,357 Est. Cost $71.05 Unrealized +12.4%
TENB TENABLE HLDGS INC COM 0.1%
Value ($000) $13 Shares 273,338 Est. Cost $36.69 Unrealized +15.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $13 Shares 129,513 Est. Cost $98.31 Unrealized +0.2%
ENVESTNET INC COM 0.1%
Value ($000) $13 Shares 220,515 Est. Cost $0.06 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $13 Shares 137,237 Est. Cost $73.20 Unrealized +15.8%
EFSC ENTERPRISE FINL SVCS CORP COM 0.1%
Value ($000) $13 Shares 285,810 Est. Cost $32.21 Unrealized +48.4%
CHH CHOICE HOTELS INTL INC COM 0.1%
Value ($000) $12 Shares 105,605 Est. Cost $116.39 Unrealized 0.0%
BL BLACKLINE INC 0.1%
Value ($000) $12 Shares 182,305 Est. Cost $62.03 Unrealized +11.1%
HXL HEXCEL CORP 0.1%
Value ($000) $12 Shares 179,360 Est. Cost $50.30 Unrealized +34.9%
HUBG HUB GROUP INC CL A 0.1%
Value ($000) $12 Shares 143,091 Est. Cost $30.65 Unrealized +42.3%
MD PEDIATRIX MEDICAL GROUP INC 0.1%
Value ($000) $12 Shares 801,728 Est. Cost $16.32 Unrealized -7.2%
LW LAMB WESTON HOLDINGS 0.1%
Value ($000) $12 Shares 113,398 Est. Cost $61.87 Unrealized +51.5%
GLPG GALAPAGOS NV 0.1%
Value ($000) $12 Shares 299,391 Est. Cost $0.04 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $12 Shares 57,700 Est. Cost $117.46 Unrealized +63.6%
ALTERYX INC CL A 0.1%
Value ($000) $11 Shares 195,017 Est. Cost $0.05 Unrealized
MMM 3M COMPANY 0.1%
Value ($000) $11 Shares 109,054 Est. Cost $90.68 Unrealized -6.4%
JJSF J & J SNACK FOODS CORP 0.1%
Value ($000) $11 Shares 76,949 Est. Cost $141.77 Unrealized -4.1%
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.1%
Value ($000) $11 Shares 1,250,358 Est. Cost $8.91 Unrealized -0.1%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $11 Shares 76,717 Est. Cost $100.97 Unrealized +27.0%
WMT WALMART INC COM 0.1%
Value ($000) $11 Shares 75,408 Est. Cost $24.55 Unrealized +86.6%
DCI DONALDSON CO INC 0.1%
Value ($000) $11 Shares 170,057 Est. Cost $53.64 Unrealized +11.7%
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $11 Shares 103,483 Est. Cost $91.20 Unrealized +14.5%
LKQ LKQ CORP 0.1%
Value ($000) $11 Shares 191,653 Est. Cost $32.65 Unrealized +59.0%
SMPL SIMPLY GOOD FOODS CO 0.1%
Value ($000) $11 Shares 271,560 Est. Cost $36.90 Unrealized +0.1%
LKFN LAKELAND FINANCIAL CORP 0.1%
Value ($000) $11 Shares 172,105 Est. Cost $42.86 Unrealized +47.5%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $11 Shares 122,596 Est. Cost $70.15 Unrealized +27.8%
NEXTGEN HEALTHCARE INC COM 0.1%
Value ($000) $11 Shares 612,910 Est. Cost $0.02 Unrealized
APH AMPHENOL CORP CL A - NEW 0.1%
Value ($000) $11 Shares 130,395 Est. Cost $22.06 Unrealized +74.5%
GNTX GENTEX CORP 0.1%
Value ($000) $10 Shares 374,198 Est. Cost $26.93 Unrealized +4.6%
HLNE HAMILTON LANE INC CL A 0.1%
Value ($000) $10 Shares 140,193 Est. Cost $69.97 Unrealized +5.6%
SAIA SAIA INC 0.1%
Value ($000) $10 Shares 38,090 Est. Cost $217.84 Unrealized +22.5%
SHW SHERWIN WILLIAMS 0.1%
Value ($000) $10 Shares 45,676 Est. Cost $218.19 Unrealized +2.2%
KO COCA COLA 0.1%
Value ($000) $10 Shares 163,953 Est. Cost $42.12 Unrealized +31.5%
COKE COCA COLA CONS INC COM 0.1%
Value ($000) $10 Shares 18,801 Est. Cost $47.19 Unrealized +5.6%
GDOT GREEN DOT CORP CL A 0.1%
Value ($000) $10 Shares 585,175 Est. Cost $18.44 Unrealized -5.2%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.1%
Value ($000) $10 Shares 175,002 Est. Cost $56.29 Unrealized +0.1%
SPY S & P 500 DEPOSITARY RECEIPT 0.1%
Value ($000) $10 Shares 24,515 Est. Cost $0.38 Unrealized
DENBURY INC 0.1%
Value ($000) $10 Shares 114,504 Est. Cost $0.09 Unrealized
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $10 Shares 52,365 Est. Cost $199.79 Unrealized +3.5%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $10 Shares 72,250 Est. Cost $127.99 Unrealized -3.3%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $10 Shares 31,780 Est. Cost $286.92 Unrealized +1.5%
AMEDISYS INC 0.1%
Value ($000) $9 Shares 127,403 Est. Cost $168.23 Unrealized
COLM COLUMBIA SPORTSWEAR CO 0.1%
Value ($000) $9 Shares 102,997 Est. Cost $70.77 Unrealized +20.6%
CWST CASELLA WASTE SYS INC CL A 0.1%
Value ($000) $9 Shares 112,373 Est. Cost $45.75 Unrealized +73.0%
AGYS AGILYSYS INC 0.1%
Value ($000) $9 Shares 110,860 Est. Cost $63.75 Unrealized +26.8%
MP MP MATERIALS CORP COM CL A 0.1%
Value ($000) $9 Shares 323,349 Est. Cost $30.25 Unrealized 0.0%
CRI CARTER INC 0.1%
Value ($000) $9 Shares 126,186 Est. Cost $62.05 Unrealized +7.8%
IOSP INNOSPEC INC 0.1%
Value ($000) $9 Shares 88,033 Est. Cost $96.58 Unrealized +6.2%
AVID BIOSERVICES INC 0.1%
Value ($000) $9 Shares 481,569 Est. Cost $0.01 Unrealized
INSP INSPIRE MED SYS INC 0.1%
Value ($000) $9 Shares 38,528 Est. Cost $157.94 Unrealized +60.0%
NYT NEW YORK TIMES CLASS A 0.1%
Value ($000) $9 Shares 231,423 Est. Cost $39.29 Unrealized -9.3%
ALGT ALLEGIANT TRAVEL CO COM 0.1%
Value ($000) $9 Shares 97,264 Est. Cost $74.83 Unrealized +16.1%
IWN ISHARES RUSSELL 2000 VALUE INDEX FUND 0.1%
Value ($000) $9 Shares 65,239 Est. Cost $144.70 Unrealized
RITCHIE BROS. AUCTIONEERS INC. 0.1%
Value ($000) $9 Shares 158,479 Est. Cost $53.24 Unrealized
EOG EOG RESOURCES INC. 0.1%
Value ($000) $9 Shares 77,568 Est. Cost $117.59 Unrealized -7.0%
CUBE CUBESMART 0.1%
Value ($000) $9 Shares 188,214 Est. Cost $52.00 Unrealized
BOOT BOOT BARN HLDGS INC COM 0.1%
Value ($000) $9 Shares 113,108 Est. Cost $73.74 Unrealized +4.0%
IMMUNOGEN INC 0.1%
Value ($000) $9 Shares 2,243,746 Est. Cost $0.00 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $9 Shares 163,167 Est. Cost $41.47 Unrealized +8.2%
EFA ISHARES MSCI EAFE INDEX FUND 0.1%
Value ($000) $8 Shares 118,272 Est. Cost $71.87 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORPORATION 0.1%
Value ($000) $8 Shares 76,958 Est. Cost $103.47 Unrealized +1.2%
ESRT EMPIRE STATE REALTY TRUST-A 0.1%
Value ($000) $8 Shares 1,263,883 Est. Cost $9.71 Unrealized
TYL TYLER TECHNOLOGIES, INC. 0.1%
Value ($000) $8 Shares 22,992 Est. Cost $326.09 Unrealized -0.2%
CNMD CONMED CORP 0.1%
Value ($000) $8 Shares 77,564 Est. Cost $92.66 Unrealized +1.5%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $8 Shares 23,951 Est. Cost $219.57 Unrealized +45.8%
LIVENT CORP 0.1%
Value ($000) $8 Shares 362,586 Est. Cost $0.02 Unrealized
NTRA NATERA INC COM 0.1%
Value ($000) $8 Shares 141,507 Est. Cost $50.60 Unrealized -5.1%
MORN MORNINGSTAR INC 0.1%
Value ($000) $8 Shares 38,517 Est. Cost $220.21 Unrealized -0.2%
COLD AMERICOLD REALTY TRUST INC 0.1%
Value ($000) $8 Shares 273,908 Est. Cost $0.03 Unrealized
WHD CACTUS INC A 0.1%
Value ($000) $8 Shares 188,732 Est. Cost $49.18 Unrealized -1.8%
CSGS CSG SYS INTL INC 0.1%
Value ($000) $8 Shares 144,374 Est. Cost $40.85 Unrealized +30.4%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $8 Shares 73,716 Est. Cost $44.42 Unrealized +118.5%
QUOTIENT TECHNOLOGY INC 0.1%
Value ($000) $8 Shares 2,338,056 Est. Cost $8.48 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.1%
Value ($000) $8 Shares 81,594 Est. Cost $98.05 Unrealized
BLACKROCK INC-CLASS A 0.1%
Value ($000) $8 Shares 11,321 Est. Cost $0.71 Unrealized
CR CRANE COMPANY 0.1%
Value ($000) $8 Shares 66,571 Est. Cost $72.31 Unrealized 0.0%
INARI MED INC COM 0.1%
Value ($000) $8 Shares 122,166 Est. Cost $0.06 Unrealized
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $7 Shares 147,809 Est. Cost $59.35 Unrealized -14.8%
BOX BOX INC CL A 0.1%
Value ($000) $7 Shares 278,913 Est. Cost $28.89 Unrealized +4.3%
CMCSA COMCAST CL A 0.1%
Value ($000) $7 Shares 196,682 Est. Cost $30.06 Unrealized +15.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $7 Shares 16 Est. Cost $448761.72 Unrealized +4.0%
IWM ISHARES RUSSELL 2000 0.1%
Value ($000) $7 Shares 41,680 Est. Cost $195.30 Unrealized
SURMODICS INC. 0.1%
Value ($000) $7 Shares 325,936 Est. Cost $43.16 Unrealized
TREEHOUSE FOODS INC 0.1%
Value ($000) $7 Shares 146,677 Est. Cost $0.05 Unrealized
SSD SIMPSON MANUFACTURING CO INC COM 0.1%
Value ($000) $7 Shares 67,236 Est. Cost $85.51 Unrealized +20.1%
AVNT AVIENT CORP 0.1%
Value ($000) $7 Shares 177,771 Est. Cost $30.25 Unrealized +21.9%
YETI YETI HLDGS INC 0.1%
Value ($000) $7 Shares 181,699 Est. Cost $37.65 Unrealized +9.6%
QQQ POWERSHARES QQQ TRUST N/C NASDAQ 100 TRUST 0.1%
Value ($000) $7 Shares 22,414 Est. Cost $0.27 Unrealized
RSP POWERSHARES EXCHANGE TRADED FD S&P 500 PORTFL 0.1%
Value ($000) $7 Shares 49,555 Est. Cost $0.14 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS UBC 0.1%
Value ($000) $7 Shares 526,618 Est. Cost $9.97 Unrealized +19.6%
HALO HALOZYME THERAPEUTICS, INC. 0.1%
Value ($000) $7 Shares 185,502 Est. Cost $51.20 Unrealized -8.4%
ASGN ASGN INC. 0.1%
Value ($000) $7 Shares 85,390 Est. Cost $87.70 Unrealized -1.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $7 Shares 30,805 Est. Cost $83.11 Unrealized +177.5%
AMGN AMGEN INC 0.1%
Value ($000) $7 Shares 28,709 Est. Cost $152.42 Unrealized +47.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $7 Shares 50,116 Est. Cost $116.79 Unrealized +20.6%
STEP STEPSTONE GROUP INC COM CL A 0.1%
Value ($000) $7 Shares 282,409 Est. Cost $27.95 Unrealized -2.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $7 Shares 65,586 Est. Cost $95.52 Unrealized +5.0%
SYK STRYKER CORP 0.1%
Value ($000) $7 Shares 23,862 Est. Cost $137.25 Unrealized +87.8%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $7 Shares 82,805 Est. Cost $72.71 Unrealized 0.0%
QQEW FIRST TRUST NASDQ 100 EQ WEI 0.1%
Value ($000) $7 Shares 67,027 Est. Cost $102.92 Unrealized
SGRY SURGERY PARTNERS INC COM 0.1%
Value ($000) $7 Shares 195,352 Est. Cost $26.56 Unrealized +22.2%
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $7 Shares 12,477 Est. Cost $485.96 Unrealized +3.9%
WING WINGSTOP INC 0.1%
Value ($000) $7 Shares 36,519 Est. Cost $124.37 Unrealized +32.0%
EXP EAGLE MATERIALS INC 0.1%
Value ($000) $7 Shares 45,602 Est. Cost $125.22 Unrealized +11.6%
PHR PHREESIA INC COM 0.1%
Value ($000) $7 Shares 206,475 Est. Cost $27.15 Unrealized +29.6%
QIAGEN NV SHS NEW 0.1%
Value ($000) $7 Shares 142,838 Est. Cost $0.05 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $6 Shares 20,377 Est. Cost $267.62 Unrealized +9.8%
MODEL N INC 0.1%
Value ($000) $6 Shares 192,003 Est. Cost $25.39 Unrealized
ADI ANALOG DEVICES 0.1%
Value ($000) $6 Shares 32,544 Est. Cost $92.29 Unrealized +84.8%
HUN HUNTSMAN CORP 0.1%
Value ($000) $6 Shares 233,358 Est. Cost $28.24 Unrealized +5.5%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $6 Shares 117,620 Est. Cost $53.01 Unrealized +7.3%
ANGO ANGIODYNAMICS INC 0.1%
Value ($000) $6 Shares 613,787 Est. Cost $13.67 Unrealized -6.4%
CBZ CBIZ INC COM 0.1%
Value ($000) $6 Shares 127,061 Est. Cost $47.54 Unrealized +1.3%
IWF ISHARES RUSSELL 1000 GROWTH INDEX FUND 0.1%
Value ($000) $6 Shares 25,573 Est. Cost $277.73 Unrealized
FIVE FIVE BELOW INC COM 0.1%
Value ($000) $6 Shares 29,721 Est. Cost $157.26 Unrealized +25.2%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $6 Shares 51,615 Est. Cost $101.01 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $6 Shares 49,114 Est. Cost $72.10 Unrealized +55.2%
ZWS ZURN ELKAY WATER SOLUTIONS CORP 0.1%
Value ($000) $6 Shares 282,308 Est. Cost $22.82 Unrealized -6.5%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.1%
Value ($000) $6 Shares 77,878 Est. Cost $127.94 Unrealized -39.9%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $6 Shares 67,880 Est. Cost $50.16 Unrealized +64.7%
ABCB AMERIS BANCORP 0.1%
Value ($000) $6 Shares 160,028 Est. Cost $47.99 Unrealized -9.9%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $6 Shares 68,941 Est. Cost $94.53 Unrealized -19.0%
IEX IDEX CORP 0.1%
Value ($000) $6 Shares 24,927 Est. Cost $214.74 Unrealized +1.8%
DBRG DIGITALBRIDGE GROUP INC CL A COM 0.1%
Value ($000) $6 Shares 475,485 Est. Cost $12.86 Unrealized -3.2%
VCYT VERACYTE INC 0.1%
Value ($000) $6 Shares 254,847 Est. Cost $23.24 Unrealized +4.0%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $6 Shares 81,769 Est. Cost $41.13 Unrealized +49.5%
PCH POTLATCH CORP (REIT) 0.1%
Value ($000) $6 Shares 111,944 Est. Cost $52.16 Unrealized
IPAR INTER PARFUMS INC 0.1%
Value ($000) $6 Shares 38,911 Est. Cost $57.60 Unrealized +114.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.1%
Value ($000) $6 Shares 36,295 Est. Cost $163.77 Unrealized
DE DEERE & CO 0.1%
Value ($000) $5 Shares 13,230 Est. Cost $253.31 Unrealized +56.8%
VICR VICOR CORP COM 0.1%
Value ($000) $5 Shares 116,180 Est. Cost $60.13 Unrealized -7.8%
PLMR PALOMAR HLDGS INC COM 0.1%
Value ($000) $5 Shares 98,452 Est. Cost $67.95 Unrealized -21.1%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $5 Shares 53,709 Est. Cost $46.53 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX FUND 0.1%
Value ($000) $5 Shares 75,701 Est. Cost $75.27 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $5 Shares 28,447 Est. Cost $62.79 Unrealized +157.0%
LYB LYONDELLBASELL INDUSTRIES N.V. CL A 0.1%
Value ($000) $5 Shares 55,806 Est. Cost $66.35 Unrealized +14.9%
IDXX IDEXX LABS INC 0.1%
Value ($000) $5 Shares 10,304 Est. Cost $388.17 Unrealized +23.3%
ECL ECOLAB INC 0.1%
Value ($000) $5 Shares 30,847 Est. Cost $108.76 Unrealized +38.8%
UFPI UFP Industries Inc 0.1%
Value ($000) $5 Shares 64,080 Est. Cost $77.43 Unrealized +10.5%
DOW DOW CHEMICAL CO 0.1%
Value ($000) $5 Shares 92,595 Est. Cost $35.14 Unrealized +34.6%
SCHNITZER STEEL INDUSTRIES 0.1%
Value ($000) $5 Shares 160,726 Est. Cost $17.99 Unrealized
RBC RBC BEARINGS INC 0.1%
Value ($000) $5 Shares 20,952 Est. Cost $228.45 Unrealized +0.8%
RVLV REVOLVE GROUP INC CL A 0.1%
Value ($000) $5 Shares 184,755 Est. Cost $24.03 Unrealized +7.4%
AMT AMERICAN TOWER CORP-CL A 0.1%
Value ($000) $5 Shares 23,592 Est. Cost $186.71 Unrealized +1.5%
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $5 Shares 23,568 Est. Cost $181.83 Unrealized
AZTA AZENTA INC COM 0.1%
Value ($000) $5 Shares 107,199 Est. Cost $63.01 Unrealized -21.4%
SITM SITIME CORP COM 0.1%
Value ($000) $5 Shares 33,622 Est. Cost $94.92 Unrealized +29.3%
IBM IBM 0.1%
Value ($000) $5 Shares 36,449 Est. Cost $109.84 Unrealized +9.9%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $5 Shares 66,139 Est. Cost $25.00 Unrealized +14.7%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.1%
Value ($000) $5 Shares 132,181 Est. Cost $46.65 Unrealized -2.9%
SPG SIMON PROPERTY GROUP 0.1%
Value ($000) $5 Shares 41,927 Est. Cost $95.79 Unrealized +6.4%
SILK ROAD MEDICAL INC 0.1%
Value ($000) $5 Shares 119,135 Est. Cost $0.05 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $5 Shares 34,287 Est. Cost $106.44 Unrealized +10.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $5 Shares 68,302 Est. Cost $59.61 Unrealized +2.3%
OSPN ONESPAN INC 0.0%
Value ($000) $5 Shares 260,900 Est. Cost $11.13 Unrealized +30.3%
AMRC AMERESCO INC CL A 0.0%
Value ($000) $5 Shares 92,371 Est. Cost $60.84 Unrealized -12.9%
SXI STANDEX INTERNATIONAL CORPORATION 0.0%
Value ($000) $5 Shares 36,885 Est. Cost $66.70 Unrealized +70.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $4 Shares 13,024 Est. Cost $85.00 Unrealized +288.1%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $4 Shares 55,891 Est. Cost $72.64 Unrealized -0.3%
SPT SPROUT SOCIAL INC COM CL A 0.0%
Value ($000) $4 Shares 71,889 Est. Cost $58.70 Unrealized +4.3%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $4 Shares 83,766 Est. Cost $37.46 Unrealized +15.9%
AL AIR LEASE CORP 0.0%
Value ($000) $4 Shares 110,821 Est. Cost $33.94 Unrealized +16.9%
XNCR XENCOR INC COM 0.0%
Value ($000) $4 Shares 154,684 Est. Cost $28.00 Unrealized +10.1%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $4 Shares 23,929 Est. Cost $0.18 Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $4 Shares 95,180 Est. Cost $0.04 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $4 Shares 109,268 Est. Cost $30.76 Unrealized +6.3%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $4 Shares 8,980 Est. Cost $323.59 Unrealized +33.9%
NDSN NORDSON CORP 0.0%
Value ($000) $4 Shares 19,094 Est. Cost $197.97 Unrealized +11.4%
FORWARD AIR CORP COM 0.0%
Value ($000) $4 Shares 38,872 Est. Cost $71.06 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $4 Shares 31,066 Est. Cost $71.48 Unrealized +62.6%
UBSI UNITED BANKSHARES INC 0.0%
Value ($000) $4 Shares 117,337 Est. Cost $30.74 Unrealized +27.7%
BAC BANK AMER CORP COM 0.0%
Value ($000) $4 Shares 143,024 Est. Cost $24.99 Unrealized +22.4%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $4 Shares 73,458 Est. Cost $68.71 Unrealized -19.7%
IAU ISHARES GOLD TR ISHARES NEW 0.0%
Value ($000) $4 Shares 108,617 Est. Cost $35.92 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value ($000) $4 Shares 82,493 Est. Cost $27.28 Unrealized +49.2%
SLB SCHLUMBERGER LTD. 0.0%
Value ($000) $4 Shares 80,407 Est. Cost $52.77 Unrealized -6.4%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $4 Shares 44,199 Est. Cost $49.96 Unrealized +61.5%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 61,520 Est. Cost $55.61 Unrealized +5.3%
GTLS CHART INDS INC 0.0%
Value ($000) $4 Shares 30,780 Est. Cost $159.89 Unrealized -19.5%
NVDA NVIDIA CORP 0.0%
Value ($000) $4 Shares 13,835 Est. Cost $15.25 Unrealized +41.8%
PCRX PACIRA BIOSCIENCES INC 0.0%
Value ($000) $4 Shares 94,047 Est. Cost $54.93 Unrealized -27.6%
GIS GENERAL MILLS INC 0.0%
Value ($000) $4 Shares 44,780 Est. Cost $29.84 Unrealized +141.1%
MA MASTERCARD INC-CLASS A 0.0%
Value ($000) $4 Shares 10,218 Est. Cost $323.40 Unrealized +10.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $4 Shares 104,513 Est. Cost $68.25 Unrealized
MDY SPDR S&P MIDCAP 400 DEP ETF TRUST 0.0%
Value ($000) $4 Shares 7,852 Est. Cost $0.44 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $4 Shares 10,107 Est. Cost $322.30 Unrealized 0.0%
IVV ISHARES S&P INDEX FUND 0.0%
Value ($000) $3 Shares 8,060 Est. Cost $451.29 Unrealized
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $3 Shares 310,815 Est. Cost $15.27 Unrealized -10.3%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $3 Shares 1,404,850 Est. Cost $0.00 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $3 Shares 45,037 Est. Cost $70.50 Unrealized +12.6%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $3 Shares 22,664 Est. Cost $159.87 Unrealized
XLK AMEX TECHNOLOGY SELECT SPDR FUND 0.0%
Value ($000) $3 Shares 20,979 Est. Cost $0.12 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX FUND 0.0%
Value ($000) $3 Shares 13,964 Est. Cost $256.54 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $3 Shares 39,088 Est. Cost $45.76 Unrealized +75.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $3 Shares 103,069 Est. Cost $19.15 Unrealized +49.3%
PSX PHILLIPS 66 0.0%
Value ($000) $3 Shares 30,493 Est. Cost $55.83 Unrealized +64.2%
AFL AFLAC INC 0.0%
Value ($000) $3 Shares 47,818 Est. Cost $30.03 Unrealized +114.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 30,096 Est. Cost $0.09 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $3 Shares 86,192 Est. Cost $73.00 Unrealized -22.1%
GLOB GLOBANT S A COM 0.0%
Value ($000) $3 Shares 18,655 Est. Cost $177.02 Unrealized -7.7%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $3 Shares 13,632 Est. Cost $252.44 Unrealized -2.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $3 Shares 8,025 Est. Cost $387.97 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $3 Shares 82,582 Est. Cost $34.38 Unrealized +12.4%
DIOD DIODES INC 0.0%
Value ($000) $3 Shares 31,671 Est. Cost $20.17 Unrealized +343.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $3 Shares 37,581 Est. Cost $0.08 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $3 Shares 291,376 Est. Cost $13.26 Unrealized -4.8%
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $3 Shares 35,188 Est. Cost $75.65 Unrealized 0.0%
AVTR AVANTOR INC COM 0.0%
Value ($000) $3 Shares 124,281 Est. Cost $32.77 Unrealized -30.5%
INTC INTEL CORP 0.0%
Value ($000) $3 Shares 80,118 Est. Cost $30.13 Unrealized -8.6%
CATALENT INC 0.0%
Value ($000) $3 Shares 39,797 Est. Cost $56.87 Unrealized
ANSYS INC 0.0%
Value ($000) $3 Shares 7,802 Est. Cost $0.24 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $3 Shares 9,265 Est. Cost $282.44 Unrealized -2.0%
ITRN ITURAN LOCATION AND CONTROL SHS 0.0%
Value ($000) $3 Shares 118,123 Est. Cost $20.95 Unrealized +5.5%
CLX CLOROX CO 0.0%
Value ($000) $3 Shares 16,045 Est. Cost $130.55 Unrealized +4.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $3 Shares 10,124 Est. Cost $288.08 Unrealized
CCI CROWN CASTLE INTERNATIONAL CORP 0.0%
Value ($000) $3 Shares 18,849 Est. Cost $113.83 Unrealized +3.2%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1,025 Est. Cost $641.06 Unrealized +280.4%
VWO VANGUARD EMERG MARKET VIPERS 0.0%
Value ($000) $2 Shares 61,458 Est. Cost $37.49 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $2 Shares 13,288 Est. Cost $159.34 Unrealized +10.4%
PICK ISHARES INC MSCI GBL ETF NEW 0.0%
Value ($000) $2 Shares 56,294 Est. Cost $0.04 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $2 Shares 38,030 Est. Cost $57.67 Unrealized +2.6%
OKE ONEOK, INC 0.0%
Value ($000) $2 Shares 36,544 Est. Cost $31.43 Unrealized +82.4%
CMG CHIPOTLE MEXICAN GRILL-CL A 0.0%
Value ($000) $2 Shares 1,357 Est. Cost $28.87 Unrealized +8.8%
HCA HCA HOLDING INC 0.0%
Value ($000) $2 Shares 8,150 Est. Cost $218.18 Unrealized +13.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $2 Shares 12,934 Est. Cost $153.18 Unrealized -4.4%
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $2 Shares 8,495 Est. Cost $101.91 Unrealized +122.0%
NEOGAMES S A SHS 0.0%
Value ($000) $2 Shares 137,608 Est. Cost $22.16 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $2 Shares 8,163 Est. Cost $193.08 Unrealized +43.0%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 12,151 Est. Cost $148.25 Unrealized +8.0%
AWK AMERICAN WATER WORKS INC 0.0%
Value ($000) $2 Shares 14,061 Est. Cost $96.39 Unrealized +44.1%
AJG GALLAGHER ARTHUR J 0.0%
Value ($000) $2 Shares 10,595 Est. Cost $101.92 Unrealized +81.2%
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $2 Shares 53,710 Est. Cost $32.19 Unrealized +25.7%
UEIC UNIVERSAL ELECTRONICS 0.0%
Value ($000) $2 Shares 194,736 Est. Cost $39.80 Unrealized -56.2%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $2 Shares 23,024 Est. Cost $77.07 Unrealized +2.0%
VMWARE INC CL A 0.0%
Value ($000) $2 Shares 15,202 Est. Cost $115.93 Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 Shares 9,314 Est. Cost $215.94 Unrealized +4.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $2 Shares 8,244 Est. Cost $170.16 Unrealized +24.3%
ULTA ULTA SALON COSMETICS & FRANGRANCE INC 0.0%
Value ($000) $2 Shares 3,354 Est. Cost $431.23 Unrealized +19.0%
ECON COLUMBIA EMERGING MARKETS CONS 0.0%
Value ($000) $2 Shares 89,270 Est. Cost $0.02 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $2 Shares 14,290 Est. Cost $66.65 Unrealized +74.6%
IQLT ISHARES TR INTL QLTY FACTOR 0.0%
Value ($000) $2 Shares 51,488 Est. Cost $0.04 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $2 Shares 13,449 Est. Cost $54.88 Unrealized +121.8%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 42,304 Est. Cost $47.38 Unrealized
IWV ISHARES RUSELL 3000 INDEX 0.0%
Value ($000) $2 Shares 7,498 Est. Cost $59.92 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $2 Shares 8,779 Est. Cost $144.17 Unrealized +15.8%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $2 Shares 57,708 Est. Cost $52.63 Unrealized -13.0%
TRV TRAVELERS COMPANIES INC. 0.0%
Value ($000) $2 Shares 9,950 Est. Cost $169.33 Unrealized +1.6%
TROW T. ROWE PRICE GROUP INC. 0.0%
Value ($000) $2 Shares 14,833 Est. Cost $97.46 Unrealized +2.1%
NOC NORTHROP GRUMMAN CORPORATION 0.0%
Value ($000) $2 Shares 3,617 Est. Cost $302.98 Unrealized +45.9%
FNB FNB CORPORATION 0.0%
Value ($000) $2 Shares 141,381 Est. Cost $8.91 Unrealized +35.3%
T AT & T INC 0.0%
Value ($000) $2 Shares 83,579 Est. Cost $15.17 Unrealized +7.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $2 Shares 12,972 Est. Cost $0.13 Unrealized
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $2 Shares 6,358 Est. Cost $268.28 Unrealized
VEU VANGUARD FTSE ALL -WORLD EX-U 0.0%
Value ($000) $2 Shares 29,338 Est. Cost $56.86 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2 Shares 5,138 Est. Cost $210.21 Unrealized +28.7%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $2 Shares 3,760 Est. Cost $318.95 Unrealized +20.2%
STWD STARWOOD PROPERTY TRUST INC 0.0%
Value ($000) $1 Shares 84,547 Est. Cost $0.02 Unrealized
CSW CSW INDUSTRIALS INC. 0.0%
Value ($000) $1 Shares 10,664 Est. Cost $39.59 Unrealized +237.0%
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL 0.0%
Value ($000) $1 Shares 19,436 Est. Cost $0.07 Unrealized
DUK DUKE ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 15,331 Est. Cost $84.81 Unrealized +4.0%
CVS CVS CAREMARK CORPORATION 0.0%
Value ($000) $1 Shares 19,821 Est. Cost $56.68 Unrealized +32.6%
CME CME GROUP INC 0.0%
Value ($000) $1 Shares 7,676 Est. Cost $150.96 Unrealized +7.3%
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $1 Shares 9,485 Est. Cost $152.23 Unrealized
IWP ISHARES RUSSELL MIDCAP GRWTH 0.0%
Value ($000) $1 Shares 15,952 Est. Cost $97.57 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 14,972 Est. Cost $63.28 Unrealized +4.2%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.0%
Value ($000) $1 Shares 93,200 Est. Cost $6.42 Unrealized
EEM ISHARES MSCI EMERGING MARKETS INDEX 0.0%
Value ($000) $1 Shares 35,775 Est. Cost $43.76 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $1 Shares 34,094 Est. Cost $37.09 Unrealized +2.7%
CSX CSX CORPORATION 0.0%
Value ($000) $1 Shares 45,286 Est. Cost $27.43 Unrealized +7.4%
SO SOUTHERN COMPANY 0.0%
Value ($000) $1 Shares 19,213 Est. Cost $38.96 Unrealized +55.7%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 5,810 Est. Cost $0.21 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $1 Shares 27,103 Est. Cost $44.41 Unrealized +0.9%
VALE VALE S A ADR 0.0%
Value ($000) $1 Shares 83,374 Est. Cost $0.02 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1 Shares 11,354 Est. Cost $72.78 Unrealized +45.5%
IGSB ISHARES TR ISHARES 1-5 YR (ETF) 0.0%
Value ($000) $1 Shares 24,914 Est. Cost $48.01 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1 Shares 6,088 Est. Cost $155.96 Unrealized +16.7%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $1 Shares 13,485 Est. Cost $102.78 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $1 Shares 2,674 Est. Cost $328.58 Unrealized +22.7%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 25,792 Est. Cost $38.88 Unrealized +10.9%
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $1 Shares 16,048 Est. Cost $76.97 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 11,286 Est. Cost $0.10 Unrealized
AXP AMERICAN EXPRESS 0.0%
Value ($000) $1 Shares 6,726 Est. Cost $94.97 Unrealized +68.5%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $1 Shares 23,503 Est. Cost $24.74 Unrealized +80.9%
GGG GRACO INC. 0.0%
Value ($000) $1 Shares 14,479 Est. Cost $47.20 Unrealized +41.6%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $1 Shares 19,422 Est. Cost $65.07 Unrealized -7.2%
LQD ISHARES IBOXX INV GR CORP BD 0.0%
Value ($000) $1 Shares 9,593 Est. Cost $43.52 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 4,626 Est. Cost $224.84 Unrealized -6.2%
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 16,830 Est. Cost $61.14 Unrealized -3.3%
FBIN FORTUNE BRAND INNOVATIONS INC 0.0%
Value ($000) $1 Shares 17,137 Est. Cost $49.85 Unrealized +16.8%
DEO DIAGEO PLC 0.0%
Value ($000) $1 Shares 5,501 Est. Cost $0.18 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 Shares 12,432 Est. Cost $42.43 Unrealized +75.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 7,094 Est. Cost $114.07 Unrealized +7.8%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $1 Shares 7,085 Est. Cost $158.95 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $1 Shares 3,428 Est. Cost $77.96 Unrealized +227.6%
ASX ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 121,000 Est. Cost $5.30 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.0%
Value ($000) $1 Shares 19,826 Est. Cost $53.88 Unrealized
IJR ISHARES S&P SMALLCAP 600 INDEX FUND 0.0%
Value ($000) $1 Shares 9,830 Est. Cost $106.48 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.0%
Value ($000) $1 Shares 9,654 Est. Cost $68.68 Unrealized +26.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1 Shares 9,734 Est. Cost $54.69 Unrealized +55.0%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $1 Shares 19,402 Est. Cost $53.42 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $1 Shares 9,649 Est. Cost $0.10 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1,110 Est. Cost $733.79 Unrealized +2.2%
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value ($000) $1 Shares 12,900 Est. Cost $54.54 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $1 Shares 8,898 Est. Cost $0.10 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 0.0%
Value ($000) $1 Shares 6,813 Est. Cost $0.14 Unrealized
IWB ISHARES RUSSELL 1000 INDEX 0.0%
Value ($000) $1 Shares 3,892 Est. Cost $123.84 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $1 Shares 1,249 Est. Cost $701.18 Unrealized -1.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 39,500 Est. Cost $0.02 Unrealized
GS GOLDMAN SACHS GROUP INC. 0.0%
Value ($000) $1 Shares 2,671 Est. Cost $321.54 Unrealized +0.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $1 Shares 6,227 Est. Cost $147.03 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $1 Shares 9,437 Est. Cost $70.55 Unrealized +16.3%
VEA VANGUARD EUROPE PACIFIC ETF 0.0%
Value ($000) $1 Shares 18,934 Est. Cost $25.95 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $1 Shares 24,558 Est. Cost $36.79 Unrealized
GILD GILEAD SCIENCES INC. 0.0%
Value ($000) $1 Shares 10,248 Est. Cost $56.53 Unrealized +32.1%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $1 Shares 5,686 Est. Cost $0.13 Unrealized
DXCM DEXCOM, INC. 0.0%
Value ($000) $1 Shares 7,180 Est. Cost $90.88 Unrealized +23.2%
META META PLATFORMS INC CL A 0.0%
Value ($000) $1 Shares 3,936 Est. Cost $116.61 Unrealized +45.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 10,037 Est. Cost $0.09 Unrealized
TSLA TESLA MOTORS 0.0%
Value ($000) $1 Shares 3,982 Est. Cost $189.34 Unrealized -7.9%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $1 Shares 5,090 Est. Cost $0.16 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 12,295 Est. Cost $52.11 Unrealized +9.1%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $1 Shares 7,451 Est. Cost $65.16 Unrealized +55.1%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $1 Shares 13,385 Est. Cost $46.22 Unrealized +20.3%
CB CHUBB LIMITED COM 0.0%
Value ($000) $1 Shares 4,040 Est. Cost $199.93 Unrealized +1.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $1 Shares 6,802 Est. Cost $81.83 Unrealized +27.5%
ROST ROSS STORES INC. 0.0%
Value ($000) $1 Shares 7,275 Est. Cost $83.02 Unrealized +31.0%
SJM J.M. SMUCKER COMPANY 0.0%
Value ($000) $1 Shares 4,883 Est. Cost $79.95 Unrealized +71.4%
SHEL SHELL PLC 0.0%
Value ($000) $1 Shares 12,826 Est. Cost $46.90 Unrealized
IFF INTL FLAVORS AND FRAGRANCES INC 0.0%
Value ($000) $1 Shares 8,012 Est. Cost $113.18 Unrealized -19.0%
CGNX COGNEX CORP 0.0%
Value ($000) $1 Shares 14,800 Est. Cost $57.03 Unrealized -13.2%
PBR/A PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG 0.0%
Value ($000) $1 Shares 78,800 Est. Cost $13.97 Unrealized
BF/B BROWN-FORMAN CORPORATION CLS B 0.0%
Value ($000) $1 Shares 11,372 Est. Cost $44.56 Unrealized +37.1%
CL COLGATE PALMOLIVE COMPANY 0.0%
Value ($000) $1 Shares 9,683 Est. Cost $51.24 Unrealized +35.8%
BMO BANK OF MONTREAL 0.0%
Value ($000) $1 Shares 8,134 Est. Cost $49.04 Unrealized +71.1%
EFG ISHARES MSCI EAFE GROWTH INDEX 0.0%
Value ($000) $1 Shares 7,343 Est. Cost $94.71 Unrealized
ADSK AUTODESK 0.0%
Value ($000) $1 Shares 3,282 Est. Cost $235.77 Unrealized -12.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $1 Shares 17,483 Est. Cost $31.84 Unrealized +1.9%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 24,154 Est. Cost $24.04 Unrealized +7.8%
MUB ISHARES TR NATIONAL MUN ETF 0.0%
Value ($000) $1 Shares 6,109 Est. Cost $63.62 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $1 Shares 27,700 Est. Cost $65.39 Unrealized -67.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 37,186 Est. Cost $15.18 Unrealized +0.4%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 1,883 Est. Cost $28.05 Unrealized +18.0%
SCHO SCHWAB STRATEGIC TR SHT TM US TRES 0.0%
Value ($000) $1 Shares 13,261 Est. Cost $49.53 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $1 Shares 9,556 Est. Cost $0.06 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 2,460 Est. Cost $243.83 Unrealized +1.0%
IBB ISHARES NASDAQ BIOTECH INDX 0.0%
Value ($000) $1 Shares 4,747 Est. Cost $131.00 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $1 Shares 15,044 Est. Cost $53.93 Unrealized -26.9%
MAR MARRIOTT INTL - CL A 0.0%
Value ($000) $1 Shares 3,670 Est. Cost $115.17 Unrealized +40.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $1 Shares 7,430 Est. Cost $73.46 Unrealized +1.4%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.0%
Value ($000) $1 Shares 11,378 Est. Cost $62.78 Unrealized +11.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $1 Shares 7,567 Est. Cost $77.85 Unrealized
SCHR SCHWAB STRATEGIC T INTRM TRM TRES 0.0%
Value ($000) $1 Shares 11,426 Est. Cost $53.16 Unrealized
BA BOEING CO 0.0%
Value ($000) $1 Shares 2,704 Est. Cost $261.58 Unrealized -20.6%
MARATHON OIL GROUP 0.0%
Value ($000) $1 Shares 23,915 Est. Cost $19.20 Unrealized
ZBH ZIMMER BIOMET HOLDINGS 0.0%
Value ($000) $1 Shares 4,397 Est. Cost $112.86 Unrealized +8.4%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $1 Shares 4,850 Est. Cost $109.46 Unrealized
KT KT CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 49,300 Est. Cost $14.34 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $1 Shares 2,930 Est. Cost $188.59 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 12,423 Est. Cost $35.03 Unrealized +3.6%
BP BP AMOCO PLC 0.0%
Value ($000) $1 Shares 14,557 Est. Cost $29.37 Unrealized
SMH VANECK VECTORS ETF TR SEMICONDUCTOR ET 0.0%
Value ($000) $1 Shares 2,100 Est. Cost $270.00 Unrealized
NICE NICE SYSTEM LTD-SPON ADR 0.0%
Value ($000) $1 Shares 2,408 Est. Cost $219.52 Unrealized
LIBERTY GLOBAL PLC 0.0%
Value ($000) $1 Shares 27,070 Est. Cost $0.02 Unrealized
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $1 Shares 1,428 Est. Cost $0.32 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $1 Shares 5,596 Est. Cost $107.57 Unrealized -24.3%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FD 0.0%
Value ($000) $1 Shares 7,319 Est. Cost $0.07 Unrealized
RLI RLI CORP 0.0%
Value ($000) $1 Shares 4,100 Est. Cost $41.80 Unrealized +44.8%
IVW ISHARES S&P 500/BARRA GROWTH 0.0%
Value ($000) $1 Shares 8,390 Est. Cost $64.93 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1 Shares 2,526 Est. Cost $136.43 Unrealized +58.9%
IRM IRON MOUNTAIN INC. 0.0%
Value ($000) $1 Shares 10,038 Est. Cost $44.98 Unrealized +5.0%
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $1 Shares 7,723 Est. Cost $75.53 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1 Shares 14,787 Est. Cost $25.97 Unrealized +23.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 16,217 Est. Cost $0.03 Unrealized
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $1 Shares 26,672 Est. Cost $24.73 Unrealized
DQ DAQO NEW ENERGY CORP SPNSRD ADR NEW 0.0%
Value ($000) $1 Shares 11,100 Est. Cost $27.99 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $1 Shares 8,047 Est. Cost $50.83 Unrealized +18.8%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $1 Shares 9,556 Est. Cost $41.02 Unrealized +17.7%
SCZ ISHARES MSCI EAFE SMALL CAP INDEX FUND 0.0%
Value ($000) $1 Shares 8,494 Est. Cost $57.65 Unrealized
STT STATE STREET CORPORATION 0.0%
Value ($000) $0 Shares 6,600 Est. Cost $64.77 Unrealized +17.6%
VHT VANGUARD HEALTH ETF 0.0%
Value ($000) $0 Shares 2,065 Est. Cost $0.25 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $0 Shares 2,329 Est. Cost $221.98 Unrealized
MSCI MSCI INC. 0.0%
Value ($000) $0 Shares 879 Est. Cost $448.89 Unrealized +14.0%
RDY DR REDDYS LABS LTD ADR 0.0%
Value ($000) $0 Shares 8,600 Est. Cost $0.05 Unrealized
TBF PROSHARES SHORT 20 TREASURY 0.0%
Value ($000) $0 Shares 23,000 Est. Cost $0.02 Unrealized
BOH BANK OF HAWAII CORPORATION 0.0%
Value ($000) $0 Shares 9,248 Est. Cost $35.46 Unrealized +71.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 2,095 Est. Cost $102.10 Unrealized +113.3%
AMX AMERICA MOVIL SAB DE CV SPON ADR L SHS 0.0%
Value ($000) $0 Shares 22,100 Est. Cost $0.02 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 41,538 Est. Cost $0.01 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $0 Shares 3,164 Est. Cost $180.47 Unrealized
VCIT VANGUARD INT-TERM CORPORATE 0.0%
Value ($000) $0 Shares 5,503 Est. Cost $0.08 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $0 Shares 5,962 Est. Cost $73.92 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST 0.0%
Value ($000) $0 Shares 24,285 Est. Cost $0.02 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 2,766 Est. Cost $102.35 Unrealized +48.8%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $0 Shares 3,273 Est. Cost $124.78 Unrealized +2.0%
PFF ISHARES S&P PREF STK INDEX FD 0.0%
Value ($000) $0 Shares 13,533 Est. Cost $33.20 Unrealized
GSEW GOLDMAN SACHS ETF TR EQUAL WEIGHT US 0.0%
Value ($000) $0 Shares 7,020 Est. Cost $49.75 Unrealized
HUBB HUBBELL INC CL B 0.0%
Value ($000) $0 Shares 1,720 Est. Cost $187.73 Unrealized +22.5%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 3,693 Est. Cost $101.91 Unrealized +7.9%
GWX SPDR INDEX SHS FDS S&P INTL SMLCP 0.0%
Value ($000) $0 Shares 13,476 Est. Cost $0.03 Unrealized
CMI CUMMINS INC. 0.0%
Value ($000) $0 Shares 1,745 Est. Cost $190.92 Unrealized +19.4%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $0 Shares 39,800 Est. Cost $14.81 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $0 Shares 5,293 Est. Cost $87.06 Unrealized -7.0%
HORIZON PHARMA PLC 0.0%
Value ($000) $0 Shares 3,798 Est. Cost $0.11 Unrealized
DIA SPDR DJIA ETF TRUST 0.0%
Value ($000) $0 Shares 1,244 Est. Cost $0.33 Unrealized
WTFC WINTRUST FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 5,640 Est. Cost $88.33 Unrealized -3.2%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $0 Shares 4,107 Est. Cost $121.72 Unrealized -21.7%
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $213.29 Unrealized -1.5%
ATHM AUTOHOME INC SP ADR RP CL A 0.0%
Value ($000) $0 Shares 11,900 Est. Cost $0.03 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $0 Shares 6,558 Est. Cost $57.70 Unrealized +5.2%
SEIC SEI INVESTMENTS COMPANY 0.0%
Value ($000) $0 Shares 6,732 Est. Cost $44.14 Unrealized +30.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $0 Shares 4,555 Est. Cost $70.16 Unrealized +12.5%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $0 Shares 5,707 Est. Cost $0.06 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $0 Shares 2,383 Est. Cost $153.47 Unrealized +0.7%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 1,152 Est. Cost $129.35 Unrealized +155.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 3,371 Est. Cost $83.82 Unrealized +41.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $172.18 Unrealized +3.3%
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $17.19 Unrealized 0.0%
VAW VANGUARD WORLD FDS MATERIALS ETF 0.0%
Value ($000) $0 Shares 2,050 Est. Cost $0.17 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US S/C 0.0%
Value ($000) $0 Shares 3,325 Est. Cost $123.61 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $0 Shares 1,715 Est. Cost $127.45 Unrealized +48.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $0 Shares 4,121 Est. Cost $59.88 Unrealized +46.3%
LAM RESEARCH CORPORATION 0.0%
Value ($000) $0 Shares 666 Est. Cost $602.80 Unrealized
C CITIGROUP 0.0%
Value ($000) $0 Shares 7,502 Est. Cost $44.44 Unrealized -0.4%
FAST FASTENAL COMPANY 0.0%
Value ($000) $0 Shares 6,416 Est. Cost $11.08 Unrealized +115.6%
ITOT ISHARES S&P 1500 INDEX FUND 0.0%
Value ($000) $0 Shares 3,805 Est. Cost $91.35 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 4,374 Est. Cost $68.99 Unrealized +0.5%
IEMG ISHARES INC CORE MSCI EMKT 0.0%
Value ($000) $0 Shares 6,970 Est. Cost $0.05 Unrealized
TLT ISHARES LEHMAN 20 YR TREAS 0.0%
Value ($000) $0 Shares 3,200 Est. Cost $131.51 Unrealized
LABORATORY CORP OF AMERICA HOLDINGS 0.0%
Value ($000) $0 Shares 1,483 Est. Cost $0.24 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $0 Shares 2,920 Est. Cost $104.59 Unrealized +13.3%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 7,810 Est. Cost $13.45 Unrealized +194.7%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $0 Shares 931 Est. Cost $351.41 Unrealized +6.3%
DFAC DIMENSIONAL ETF TRUST US CORE EQUITY 2 0.0%
Value ($000) $0 Shares 13,060 Est. Cost $0.02 Unrealized
LYV LIVE NATION ENTERTAINMENT, INC. 0.0%
Value ($000) $0 Shares 4,714 Est. Cost $85.10 Unrealized -13.8%
PLD PROLOGIS TRUST 0.0%
Value ($000) $0 Shares 2,640 Est. Cost $100.19 Unrealized +11.7%
HESS CORP 0.0%
Value ($000) $0 Shares 2,454 Est. Cost $0.14 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 3,947 Est. Cost $71.08 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2,207 Est. Cost $134.70 Unrealized +1.2%
FRCB FIRST REPUBLIC BANK/SAN FRAN 0.0%
Value ($000) $0 Shares 23,093 Est. Cost $121.72 Unrealized -15.8%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $0 Shares 7,420 Est. Cost $45.27 Unrealized -0.3%
MOMO HELLO GROUP INC ADR 0.0%
Value ($000) $0 Shares 35,400 Est. Cost $3.88 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,635 Est. Cost $184.37 Unrealized +4.2%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $0 Shares 25,705 Est. Cost $0.01 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value ($000) $0 Shares 10,735 Est. Cost $20.51 Unrealized +32.4%
OMCL OMNICELL INC 0.0%
Value ($000) $0 Shares 5,344 Est. Cost $60.06 Unrealized -8.2%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $0 Shares 12,702 Est. Cost $19.58 Unrealized +12.7%
OGS ONE GAS INC 0.0%
Value ($000) $0 Shares 3,853 Est. Cost $77.17 Unrealized +2.7%
SHM SPDR NUVEEN BARCLAYS CAPITAL 0.0%
Value ($000) $0 Shares 6,388 Est. Cost $0.05 Unrealized
SSRM SSR MNG INC COM 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $15.24 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS - CL - A 0.0%
Value ($000) $0 Shares 4,908 Est. Cost $54.38 Unrealized +9.8%
CNI CANADIAN NATIONAL RAILWAY CO. 0.0%
Value ($000) $0 Shares 2,514 Est. Cost $102.74 Unrealized +8.5%
CTRE CARETRUST REIT INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.02 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $0 Shares 3,847 Est. Cost $0.10 Unrealized
MTB M&T BANK CORPORATION 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $147.80 Unrealized -11.1%
AZN ASTREZENECA PLC-SPONS ADR 0.0%
Value ($000) $0 Shares 4,112 Est. Cost $66.14 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,622 Est. Cost $65.23 Unrealized +77.4%
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value ($000) $0 Shares 5,803 Est. Cost $49.31 Unrealized
SCHZ SCHWAB STRATEGIC TR US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 5,967 Est. Cost $50.49 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 9,258 Est. Cost $26.79 Unrealized +1.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 862 Est. Cost $304.77 Unrealized -1.6%
PHG KONINKLIJKE PHILIPS ELECTRONICS N.V 0.0%
Value ($000) $0 Shares 14,775 Est. Cost $30.46 Unrealized
TMUS T MOBILE US INC 0.0%
Value ($000) $0 Shares 1,841 Est. Cost $139.96 Unrealized 0.0%
VBK VANGUARD SMALL CAP GRWTH ETF 0.0%
Value ($000) $0 Shares 1,209 Est. Cost $194.31 Unrealized
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $0 Shares 1,020 Est. Cost $184.39 Unrealized +17.8%
SPMD SPDR S&P 1000 ETF 0.0%
Value ($000) $0 Shares 5,910 Est. Cost $0.04 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $0 Shares 9,343 Est. Cost $22.30 Unrealized +12.1%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $0 Shares 150 Est. Cost $255.92 Unrealized -21.3%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $0 Shares 9,400 Est. Cost $33.40 Unrealized
SYBT STOCK YDS BANCORP INC COM 0.0%
Value ($000) $0 Shares 4,573 Est. Cost $62.88 Unrealized -7.2%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $0 Shares 4,335 Est. Cost $43.37 Unrealized +21.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 4,076 Est. Cost $36.28 Unrealized +54.6%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $0 Shares 3,021 Est. Cost $102.88 Unrealized
ZD ZIFF DAVIS INC 0.0%
Value ($000) $0 Shares 3,200 Est. Cost $80.45 Unrealized +1.9%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 4,133 Est. Cost $63.64 Unrealized -9.2%
FNF FNF GROUP 0.0%
Value ($000) $0 Shares 7,100 Est. Cost $31.86 Unrealized +6.1%
KEY KEYCORP 0.0%
Value ($000) $0 Shares 19,770 Est. Cost $14.09 Unrealized +1.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 7,190 Est. Cost $37.08 Unrealized +0.6%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $0 Shares 3,226 Est. Cost $79.85 Unrealized -3.8%
AEE AMEREN CORPORATION 0.0%
Value ($000) $0 Shares 2,826 Est. Cost $48.38 Unrealized +61.3%
HIG HARTFORD FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $0 Shares 3,508 Est. Cost $67.68 Unrealized +3.7%
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1,299 Est. Cost $0.19 Unrealized
WAB WABTEC 0.0%
Value ($000) $0 Shares 2,403 Est. Cost $93.96 Unrealized +7.0%
EQR EQUITY RESIDENTIAL PROPERTIES 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $54.69 Unrealized -0.8%
APA APACHE CORP 0.0%
Value ($000) $0 Shares 6,615 Est. Cost $40.05 Unrealized -9.8%
SPDR SERIES TRUST S&P 600 SML CAP 0.0%
Value ($000) $0 Shares 2,775 Est. Cost $93.30 Unrealized
OSK OSHKOSH TRUCK CORP 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $80.98 Unrealized +6.2%
MYFW FIRST WESTN FINL INC 0.0%
Value ($000) $0 Shares 11,644 Est. Cost $27.91 Unrealized -11.4%
FDX FEDERAL EXPRESS CORP 0.0%
Value ($000) $0 Shares 1,005 Est. Cost $190.64 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $0 Shares 4,780 Est. Cost $44.00 Unrealized 0.0%
VXUS VANGUARD TOTAL INTL STOCK INDEX ETF 0.0%
Value ($000) $0 Shares 4,077 Est. Cost $0.05 Unrealized
HCAT HEALTH CATALYST INC COM 0.0%
Value ($000) $0 Shares 18,910 Est. Cost $9.65 Unrealized +32.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FD 0.0%
Value ($000) $0 Shares 2,395 Est. Cost $0.09 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $0 Shares 1,640 Est. Cost $133.52 Unrealized -2.1%
ACHC ACADIA HEALTHCARE CO INC 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $82.44 Unrealized -5.4%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 3,165 Est. Cost $64.28 Unrealized 0.0%
D Dominion Energy Inc 0.0%
Value ($000) $0 Shares 3,703 Est. Cost $53.65 Unrealized -5.7%
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $0 Shares 3,585 Est. Cost $0.06 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 6,500 Est. Cost $31.72 Unrealized 0.0%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $0 Shares 5,173 Est. Cost $39.42 Unrealized 0.0%
QRVO QORVO INC 0.0%
Value ($000) $0 Shares 2,009 Est. Cost $101.44 Unrealized 0.0%
VDC VANGUARD WORLD FDS CONSUM STP ETF 0.0%
Value ($000) $0 Shares 1,057 Est. Cost $0.19 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 16,911 Est. Cost $12.16 Unrealized 0.0%
CSWC CAPITAL SOUTHWEST CORPORATION 0.0%
Value ($000) $0 Shares 10,664 Est. Cost $7.51 Unrealized +72.5%
CIG COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD 0.0%
Value ($000) $0 Shares 76,400 Est. Cost $0.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $0 Shares 10,790 Est. Cost $13.48 Unrealized +7.3%
BTG B2GOLD CORP COM 0.0%
Value ($000) $0 Shares 35,000 Est. Cost $3.31 Unrealized 0.0%
WU WESTERN UNION 0.0%
Value ($000) $0 Shares 10,625 Est. Cost $20.74 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.0%
Value ($000) $0 Shares 23,800 Est. Cost $0.00 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $0 Shares 11,250 Est. Cost $7.83 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $0 Shares 10,600 Est. Cost $8.49 Unrealized
SONDER HOLDINGS INC CLASS A 0.0%
Value ($000) $0 Shares 109,000 Est. Cost $0.00 Unrealized
ANIX ANIXA BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 17,400 Est. Cost $4.81 Unrealized -9.0%
ERIC ERICSSON L M TEL CO SP ADR 0.0%
Value ($000) $0 Shares 12,771 Est. Cost $9.14 Unrealized
TELLURIAN INC 0.0%
Value ($000) $0 Shares 47,500 Est. Cost $0.00 Unrealized
FINV FINVOLUTION GROUP SPONSORED ADS 0.0%
Value ($000) $0 Shares 14,100 Est. Cost $3.19 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $2.47 Unrealized +9.4%
ICAD INC 0.0%
Value ($000) $0 Shares 41,000 Est. Cost $0.00 Unrealized
SERA SERA PROGNOSTICS INC CLASS A COM 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.41 Unrealized +86.2%
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
VRME VERIFYME INC COM NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.22 Unrealized +40.0%
VRMEW VERIFYME INC WT EXP 062225 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
CXT CRANE NXT CO 0.0%
Value ($000) $0 Shares 20,549 Est. Cost $31.70 Unrealized +20.7%