CAPTRUST FINANCIAL ADVISORS Diversified Active

Location: Raleigh, NC

CIK: 0001512024 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $65.48B (100.0% shares, 0.0% debt)

Holdings (3,274)

New Positions (415)

HON HONEYWELL INTL INC COM 0.1%
Value $37.39M Shares 166,952 Est. Cost Unrealized
HONA HONEYWELL AEROSPACE INC COM 0.1%
Value $37.09M Shares 167,752 Est. Cost Unrealized
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK 0.0%
Value $9.416M Shares 62,359 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK 0.0%
Value $7.559M Shares 44,238 Est. Cost Unrealized
SIXH ETC 6 MERIDIAN HEDGED EQUITY INDEX OPTION ETF 0.0%
Value $5.857M Shares 136,788 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC COMMON STOCK 0.0%
Value $5.63M Shares 41,507 Est. Cost Unrealized
CROX CROCS INC COM 0.0%
Value $5.465M Shares 45,301 Est. Cost Unrealized
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $4.658M Shares 163,046 Est. Cost Unrealized
ALPHABET INC DEP SHS RP1/20 A 0.0%
Value $4.389M Shares 86,249 Est. Cost Unrealized
SLDE SLIDE INS HLDGS INC COM 0.0%
Value $3.909M Shares 201,830 Est. Cost Unrealized
VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN 0.0%
Value $3.388M Shares 153,358 Est. Cost Unrealized
SEMG SUNCOAST SELECT GROWTH ETF 0.0%
Value $3.074M Shares 115,941 Est. Cost Unrealized
SIXL ETC 6 MERIDIAN LOW BETA EQUITY ETF 0.0%
Value $2.576M Shares 65,887 Est. Cost Unrealized
SIXS ETC 6 MERIDIAN SMALL CAP EQUITY ETF 0.0%
Value $2.212M Shares 38,001 Est. Cost Unrealized
HRI HERC HLDGS INC COM 0.0%
Value $2M Shares 13,956 Est. Cost Unrealized
DDFZ INNOVATOR EQUITY DUAL DIRECTIONAL 15 BUFFER ETF - JUNE 0.0%
Value $1.893M Shares 97,646 Est. Cost Unrealized
FESM FIDELITY ENHANCED SMALL CAP CORE ETF 0.0%
Value $1.856M Shares 38,424 Est. Cost Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value $1.59M Shares 29,076 Est. Cost Unrealized
BELFB BEL FUSE INC CL B 0.0%
Value $1.556M Shares 4,672 Est. Cost Unrealized
DUOL DUOLINGO INC CL A COM 0.0%
Value $1.43M Shares 12,432 Est. Cost Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $1.357M Shares 80,000 Est. Cost Unrealized
SXQG ETC 6 MERIDIAN QUALITY GROWTH ETF 0.0%
Value $1.307M Shares 41,567 Est. Cost Unrealized
IMNM IMMUNOME INC COM 0.0%
Value $1.272M Shares 60,046 Est. Cost Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value $1.237M Shares 36,650 Est. Cost Unrealized
FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 0.0%
Value $1.143M Shares 24,504 Est. Cost Unrealized
HTAX NOMURA NATIONAL HIGH-YIELD MUNICIPAL BOND ETF 0.0%
Value $1.087M Shares 43,582 Est. Cost Unrealized
INDY ISHARES INDIA 50 ETF 0.0%
Value $951K Shares 21,876 Est. Cost Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 0.0%
Value $926K Shares 2,778 Est. Cost Unrealized
WSE WISE GROUP PLC ORD SHS CLASS A 0.0%
Value $872K Shares 73,257 Est. Cost Unrealized
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value $829K Shares 80,000 Est. Cost Unrealized
PGY PAGAYA TECHNOLOGIES LTD CL A NEW 0.0%
Value $816K Shares 44,735 Est. Cost Unrealized
BAND BANDWIDTH INC COM CL A 0.0%
Value $802K Shares 12,671 Est. Cost Unrealized
VGNT VERSIGENT PLC ORDINARY SHARES 0.0%
Value $774K Shares 18,423 Est. Cost Unrealized
AGL AGILON HEALTH INC COM NEW 0.0%
Value $737K Shares 6,874 Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $737K Shares 1,500 Est. Cost Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value $731K Shares 69,119 Est. Cost Unrealized
PRAX PRAXIS PRECISION MEDICINES INC COM NEW 0.0%
Value $721K Shares 2,153 Est. Cost Unrealized
INTC INTEL CORP COM 0.0%
Value $698K Shares 5,000 Est. Cost Unrealized
WKC WORLD KINECT CORPORATION COM 0.0%
Value $681K Shares 20,670 Est. Cost Unrealized
OI O-I GLASS INC COM 0.0%
Value $666K Shares 69,119 Est. Cost Unrealized
EWTX EDGEWISE THERAPEUTICS INC COM 0.0%
Value $662K Shares 16,288 Est. Cost Unrealized
ACMR ACM RESH INC COM CL A 0.0%
Value $638K Shares 5,029 Est. Cost Unrealized
ICFI ICF INTL INC COM 0.0%
Value $614K Shares 8,430 Est. Cost Unrealized
AIP ARTERIS INC COM 0.0%
Value $608K Shares 12,508 Est. Cost Unrealized
EWC ISHARES MSCI CANADA ETF 0.0%
Value $603K Shares 10,458 Est. Cost Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value $594K Shares 17,231 Est. Cost Unrealized
WLK WESTLAKE CORPORATION COM 0.0%
Value $590K Shares 8,087 Est. Cost Unrealized
OUST OUSTER INC COM NEW 0.0%
Value $585K Shares 9,359 Est. Cost Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value $576K Shares 7,312 Est. Cost Unrealized
DFTX DEFINIUM THERAPEUTICS INC COM SHS 0.0%
Value $571K Shares 12,148 Est. Cost Unrealized
VSH VISHAY INTERTECHNOLOGY INC COM 0.0%
Value $571K Shares 10,608 Est. Cost Unrealized
CRNX CRINETICS PHARMACEUTICALS INC COM 0.0%
Value $568K Shares 15,179 Est. Cost Unrealized
KRC KILROY REALTY CORP COM 0.0%
Value $563K Shares 15,019 Est. Cost Unrealized
CF CF INDUSTRIES HOLD COM 0.0%
Value $541K Shares 5,000 Est. Cost Unrealized
MNDY MONDAY COM LTD SHS 0.0%
Value $527K Shares 7,275 Est. Cost Unrealized
DAVE DAVE INC CLASS A COM NEW 0.0%
Value $525K Shares 1,409 Est. Cost Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value $522K Shares 9,794 Est. Cost Unrealized
DRAM ROUNDHILL MEMORY ETF 0.0%
Value $514K Shares 6,961 Est. Cost Unrealized
LGN LEGENCE CORP CL A 0.0%
Value $504K Shares 5,911 Est. Cost Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value $498K Shares 2,880 Est. Cost Unrealized
BHRB BURKE HERBERT FINL SVCS CORP COM 0.0%
Value $482K Shares 6,714 Est. Cost Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $479K Shares 10,617 Est. Cost Unrealized
CECO CECO ENVIRONMENTAL CORP COM 0.0%
Value $476K Shares 5,242 Est. Cost Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.0%
Value $476K Shares 3,251 Est. Cost Unrealized
TSLA TESLA INC COM 0.0%
Value $463K Shares 1,100 Est. Cost Unrealized
HPP HUDSON PACIFIC PROPERTIES INC COM 0.0%
Value $455K Shares 29,927 Est. Cost Unrealized
SYRE SPYRE THERAPEUTICS INC COM NEW 0.0%
Value $446K Shares 5,023 Est. Cost Unrealized
UTI UNIVERSAL TECHNICAL INST INC COM 0.0%
Value $442K Shares 10,325 Est. Cost Unrealized
COCO VITA COCO CO INC COM 0.0%
Value $434K Shares 6,568 Est. Cost Unrealized
APGE APOGEE THERAPEUTICS INC COM 0.0%
Value $430K Shares 3,241 Est. Cost Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value $426K Shares 5,103 Est. Cost Unrealized
SRRK SCHOLAR ROCK HLDG CORP COM 0.0%
Value $425K Shares 7,720 Est. Cost Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value $423K Shares 5,188 Est. Cost Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value $421K Shares 11,351 Est. Cost Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value $421K Shares 2,170 Est. Cost Unrealized
COHU COHU INC COM 0.0%
Value $421K Shares 5,692 Est. Cost Unrealized
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.0%
Value $414K Shares 13,920 Est. Cost Unrealized
CBZ CBIZ INC COM 0.0%
Value $414K Shares 12,890 Est. Cost Unrealized
BGRN ISHARES TRUST ISHARES USD GREEN BOND ETF 0.0%
Value $407K Shares 8,580 Est. Cost Unrealized
ABERDEEN MUN INCOME FD SH BEN INT 0.0%
Value $405K Shares 72,105 Est. Cost Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value $405K Shares 16,548 Est. Cost Unrealized
SFD SMITHFIELD FOODS INC COM 0.0%
Value $404K Shares 16,667 Est. Cost Unrealized
BILL BILL HOLDINGS INC COM 0.0%
Value $401K Shares 11,100 Est. Cost Unrealized
SMIN ISHARES MSCI INDIA SMALL CAP ETF 0.0%
Value $399K Shares 5,642 Est. Cost Unrealized
SEB SEABOARD CORP DEL COM 0.0%
Value $393K Shares 88 Est. Cost Unrealized
CRVL CORVEL CORP COM 0.0%
Value $390K Shares 6,242 Est. Cost Unrealized
HELE HELEN OF TROY LTD COM 0.0%
Value $386K Shares 13,287 Est. Cost Unrealized
SDGR SCHRODINGER INC COM 0.0%
Value $385K Shares 23,711 Est. Cost Unrealized
NSP INSPERITY INC COM 0.0%
Value $385K Shares 9,309 Est. Cost Unrealized
PRGS PROGRESS SOFTWARE CORP COM 0.0%
Value $381K Shares 11,342 Est. Cost Unrealized
FRD FRIEDMAN INDS INC COM 0.0%
Value $377K Shares 11,725 Est. Cost Unrealized
DEI DOUGLAS EMMETT INC COM 0.0%
Value $377K Shares 31,948 Est. Cost Unrealized
YMAR FT VEST INTERNATIONAL EQUITY MODERATE BUFFER 0.0%
Value $369K Shares 12,877 Est. Cost Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value $369K Shares 7,009 Est. Cost Unrealized
SNK GRANITESHARES 2X SHORT SPACEX DAILY ETF 0.0%
Value $368K Shares 21,800 Est. Cost Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $366K Shares 11,316 Est. Cost Unrealized
BLBD BLUE BIRD CORP COM 0.0%
Value $365K Shares 4,617 Est. Cost Unrealized
TSEM TOWER SEMICONDUCTOR LTD SHS NEW 0.0%
Value $364K Shares 1,397 Est. Cost Unrealized
AAMI ACADIAN ASSET MANAGEMENT INC COM 0.0%
Value $360K Shares 5,034 Est. Cost Unrealized
SMPL SIMPLY GOOD FOODS CO COM 0.0%
Value $359K Shares 26,997 Est. Cost Unrealized
AGYS AGILYSYS INC COM 0.0%
Value $357K Shares 3,418 Est. Cost Unrealized
CUBI CUSTOMERS BANCORP INC COM 0.0%
Value $350K Shares 4,426 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value $346K Shares 300 Est. Cost Unrealized
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF 0.0%
Value $345K Shares 13,583 Est. Cost Unrealized
FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A 0.0%
Value $343K Shares 11,154 Est. Cost Unrealized
EQPT EQUIPMENTSHARE COM INC COM CL A 0.0%
Value $342K Shares 17,380 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $341K Shares 1,000 Est. Cost Unrealized
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value $337K Shares 12,832 Est. Cost Unrealized
XENE XENON PHARMACEUTICALS INC COM 0.0%
Value $336K Shares 5,572 Est. Cost Unrealized
VOYG VOYAGER TECHNOLOGIES INC COM CL A 0.0%
Value $335K Shares 10,384 Est. Cost Unrealized
WERN WERNER ENTERPRISES INC COM 0.0%
Value $335K Shares 7,670 Est. Cost Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value $334K Shares 6,343 Est. Cost Unrealized
FER FERROVIAL NV ORD SHS 0.0%
Value $333K Shares 4,854 Est. Cost Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value $332K Shares 31,944 Est. Cost Unrealized
FOR FORESTAR GROUP INC COM 0.0%
Value $325K Shares 10,281 Est. Cost Unrealized
KYMR KYMERA THERAPEUTICS INC COM 0.0%
Value $325K Shares 2,833 Est. Cost Unrealized
DB DEUTSCHE BK AG NAMEN AKT 0.0%
Value $324K Shares 9,592 Est. Cost Unrealized
ICHR ICHOR HOLDINGS SHS 0.0%
Value $322K Shares 2,871 Est. Cost Unrealized
INSP INSPIRE MED SYS INC COM 0.0%
Value $319K Shares 7,150 Est. Cost Unrealized
GO GROCERY OUTLET HLDG CORP COM 0.0%
Value $318K Shares 31,868 Est. Cost Unrealized
CAIQ CALAMOS NASDAQ AUTOCALLABLE INCOME ETF 0.0%
Value $318K Shares 11,845 Est. Cost Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $316K Shares 3,719 Est. Cost Unrealized
SEZL SEZZLE INC COM 0.0%
Value $315K Shares 1,834 Est. Cost Unrealized
ENR ENERGIZER HLDGS INC COM 0.0%
Value $314K Shares 14,647 Est. Cost Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value $313K Shares 2,838 Est. Cost Unrealized
HRMY HARMONY BIOSCIENCES HLDGS INC COM 0.0%
Value $312K Shares 8,562 Est. Cost Unrealized
TS TENARIS S A SPONSORED ADS 0.0%
Value $310K Shares 5,583 Est. Cost Unrealized
TAFM AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF 0.0%
Value $308K Shares 11,990 Est. Cost Unrealized
ATMP BARCLAYS ETN SELECT MLP ETN 0.0%
Value $304K Shares 8,792 Est. Cost Unrealized
NESR NATIONAL ENERGY SERVICES REUNI SHS 0.0%
Value $303K Shares 10,122 Est. Cost Unrealized
BY BYLINE BANCORP INC COM 0.0%
Value $301K Shares 8,004 Est. Cost Unrealized
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value $300K Shares 3,710 Est. Cost Unrealized
HUT HUT 8 CORP COM 0.0%
Value $300K Shares 2,596 Est. Cost Unrealized
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value $296K Shares 1,564 Est. Cost Unrealized
CBRS CEREBRAS SYSTEMS INC COM CL A 0.0%
Value $291K Shares 1,315 Est. Cost Unrealized
SCL STEPAN CO COM 0.0%
Value $289K Shares 5,186 Est. Cost Unrealized
CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 0.0%
Value $288K Shares 2,914 Est. Cost Unrealized
ARCB ARCBEST CORP COM 0.0%
Value $287K Shares 2,000 Est. Cost Unrealized
CNMD CONMED CORP COM 0.0%
Value $286K Shares 8,751 Est. Cost Unrealized
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.0%
Value $286K Shares 4,357 Est. Cost Unrealized
IVEP DAN IVES WEDBUSH AI POWER & INFRASTRUCTURE ETF 0.0%
Value $281K Shares 10,050 Est. Cost Unrealized
WT WISDOMTREE INC COM 0.0%
Value $281K Shares 16,563 Est. Cost Unrealized
PRG PROG HOLDINGS INC COM NPV 0.0%
Value $280K Shares 6,011 Est. Cost Unrealized
LNN LINDSAY CORP COM 0.0%
Value $280K Shares 2,262 Est. Cost Unrealized
REAL THE REALREAL INC COM 0.0%
Value $280K Shares 23,723 Est. Cost Unrealized
CTBI COMMUNITY TR BANCORP INC COM 0.0%
Value $279K Shares 3,858 Est. Cost Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value $278K Shares 2,550 Est. Cost Unrealized
FFBC 1ST FINL BANCORP COM 0.0%
Value $277K Shares 8,199 Est. Cost Unrealized
MATX MATSON INC COM 0.0%
Value $275K Shares 1,429 Est. Cost Unrealized
INFQ INFLEQTION INC COM SHS 0.0%
Value $274K Shares 20,608 Est. Cost Unrealized
BUR BURFORD CAP LTD ORD SHS 0.0%
Value $272K Shares 66,355 Est. Cost Unrealized
SLGN SILGAN HLDGS INC COM 0.0%
Value $272K Shares 5,861 Est. Cost Unrealized
NWS NEWS CORP NEW CL B 0.0%
Value $272K Shares 9,679 Est. Cost Unrealized
OAKM OAKMARK U.S. LARGE CAP ETF 0.0%
Value $270K Shares 9,581 Est. Cost Unrealized
GSAT GLOBALSTAR INC COM NEW 0.0%
Value $267K Shares 3,280 Est. Cost Unrealized
XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF 0.0%
Value $267K Shares 10,221 Est. Cost Unrealized
VFLO VICTORYSHARES FREE CASH FLOW ETF 0.0%
Value $265K Shares 5,800 Est. Cost Unrealized
UPRO PROSHARES ULTRAPRO S&P500 0.0%
Value $264K Shares 1,862 Est. Cost Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value $263K Shares 8,447 Est. Cost Unrealized
EATON VANCE TAX-MANAGED BUY- COM 0.0%
Value $262K Shares 17,633 Est. Cost Unrealized
CHCO CITY HLDG CO COM 0.0%
Value $258K Shares 1,946 Est. Cost Unrealized
ITRI ITRON INC COM 0.0%
Value $257K Shares 2,965 Est. Cost Unrealized
ROG ROGERS CORP COM 0.0%
Value $256K Shares 1,566 Est. Cost Unrealized
QGEN QIAGEN NV ORD SHARES 0.0%
Value $256K Shares 6,539 Est. Cost Unrealized
GLW CORNING INC COM 0.0%
Value $255K Shares 1,000 Est. Cost Unrealized
SAH SONIC AUTOMOTIVE INC CL A 0.0%
Value $255K Shares 3,012 Est. Cost Unrealized
PTRN PATTERN GROUP INC COM SER A 0.0%
Value $255K Shares 10,112 Est. Cost Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value $254K Shares 2,324 Est. Cost Unrealized
WASH WASHINGTON TR BANCORP INC COM 0.0%
Value $254K Shares 6,953 Est. Cost Unrealized
LIND LINDBLAD EXPEDITIONS HLDGS INC COM 0.0%
Value $253K Shares 8,961 Est. Cost Unrealized
HG HAMILTON INSURANCE GROUP LTD. CL B 0.0%
Value $252K Shares 7,437 Est. Cost Unrealized
INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF 0.0%
Value $251K Shares 8,702 Est. Cost Unrealized
PENG PENGUIN SOLUTIONS INC COM 0.0%
Value $251K Shares 3,303 Est. Cost Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X ETF 0.0%
Value $251K Shares 927 Est. Cost Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value $250K Shares 2,672 Est. Cost Unrealized
CNNE CANNAE HLDGS INC COM 0.0%
Value $250K Shares 17,343 Est. Cost Unrealized
PLOW DOUGLAS DYNAMICS INC COM 0.0%
Value $249K Shares 4,611 Est. Cost Unrealized
UPBD UPBOUND GROUP INC COM 0.0%
Value $248K Shares 11,710 Est. Cost Unrealized
CAGE CALAMOS AUTOCALLABLE GROWTH ETF 0.0%
Value $248K Shares 8,950 Est. Cost Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT 0.0%
Value $246K Shares 5,600 Est. Cost Unrealized
CBL CBL & ASSOC PPTYS INC COMMON STOCK 0.0%
Value $245K Shares 4,608 Est. Cost Unrealized
ESTA ESTABLISHMENT LABS HLDGS INC COM 0.0%
Value $245K Shares 2,851 Est. Cost Unrealized
REX REX AMERICAN RES CORP COM 0.0%
Value $244K Shares 5,401 Est. Cost Unrealized
INDV INDIVIOR PHARMACEUTICALS INC COM 0.0%
Value $241K Shares 5,873 Est. Cost Unrealized
NWBI NORTHWEST BANCSHARES INC COM 0.0%
Value $239K Shares 15,772 Est. Cost Unrealized
TTAN SERVICETITAN INC SHS CL A 0.0%
Value $238K Shares 3,369 Est. Cost Unrealized
MCRI MONARCH CASINO & RESORT INC COM 0.0%
Value $237K Shares 1,800 Est. Cost Unrealized
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.0%
Value $236K Shares 11,819 Est. Cost Unrealized
INVA INNOVIVA INC COM 0.0%
Value $236K Shares 10,398 Est. Cost Unrealized
MMI MARCUS & MILLICHAP INC COM 0.0%
Value $236K Shares 7,573 Est. Cost Unrealized
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value $236K Shares 5,387 Est. Cost Unrealized
OSPN ONESPAN INC COM 0.0%
Value $235K Shares 16,356 Est. Cost Unrealized
TJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 0.0%
Value $234K Shares 7,757 Est. Cost Unrealized
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $233K Shares 9,905 Est. Cost Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value $233K Shares 2,041 Est. Cost Unrealized
IMAX IMAX CORP COM 0.0%
Value $233K Shares 5,839 Est. Cost Unrealized
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C 0.0%
Value $232K Shares 2,199 Est. Cost Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 0.0%
Value $232K Shares 1,899 Est. Cost Unrealized
HTO H2O AMERICA COM 0.0%
Value $231K Shares 3,806 Est. Cost Unrealized
UFCS UNITED FIRE GROUP INC COM 0.0%
Value $231K Shares 4,400 Est. Cost Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value $228K Shares 1,786 Est. Cost Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value $227K Shares 4,610 Est. Cost Unrealized
EVER EVERQUOTE INC COM CL A 0.0%
Value $226K Shares 9,500 Est. Cost Unrealized
EEFT EURONET WORLDWIDE INC COM 0.0%
Value $225K Shares 3,075 Est. Cost Unrealized
AMSF AMERISAFE INC COM 0.0%
Value $225K Shares 6,649 Est. Cost Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value $223K Shares 4,396 Est. Cost Unrealized
VC VISTEON CORP COM NEW 0.0%
Value $222K Shares 2,241 Est. Cost Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value $222K Shares 3,068 Est. Cost Unrealized
TNC TENNANT CO COM 0.0%
Value $221K Shares 2,528 Est. Cost Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.0%
Value $221K Shares 8,632 Est. Cost Unrealized
IBMS ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF 0.0%
Value $220K Shares 8,514 Est. Cost Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value $220K Shares 7,492 Est. Cost Unrealized
XBFR INNOVATOR EQUITY MANAGED 10 BUFFER ETF 0.0%
Value $220K Shares 8,272 Est. Cost Unrealized
E ENI SPA SPONSORED ADR 0.0%
Value $220K Shares 4,693 Est. Cost Unrealized
SKYW SKYWEST INC COM 0.0%
Value $220K Shares 2,210 Est. Cost Unrealized
DEA EASTERLY GOVT PPTYS INC COM SHS 0.0%
Value $219K Shares 8,797 Est. Cost Unrealized
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value $219K Shares 10,340 Est. Cost Unrealized
SENEB SENECA FOODS CORP NEW CL B 0.0%
Value $217K Shares 1,250 Est. Cost Unrealized
INTA INTAPP INC COM 0.0%
Value $215K Shares 8,517 Est. Cost Unrealized
ENOV ENOVIS CORPORATION COM 0.0%
Value $214K Shares 10,362 Est. Cost Unrealized
BWB BRIDGEWATER BANCSHARES INC COM 0.0%
Value $214K Shares 10,176 Est. Cost Unrealized
FIHL PELAGOS INS CAP LTD COM 0.0%
Value $214K Shares 8,782 Est. Cost Unrealized
TILE INTERFACE INC COM 0.0%
Value $214K Shares 5,965 Est. Cost Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value $213K Shares 2,075 Est. Cost Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value $212K Shares 10,396 Est. Cost Unrealized
VRRM VERRA MOBILITY CORP CL A COM STK 0.0%
Value $210K Shares 49,517 Est. Cost Unrealized
WHD CACTUS INC CL A 0.0%
Value $210K Shares 4,091 Est. Cost Unrealized
MEG ONTERRIS INC COM 0.0%
Value $209K Shares 10,347 Est. Cost Unrealized
SEPN SEPTERNA INC COM 0.0%
Value $208K Shares 6,211 Est. Cost Unrealized
SHOO MADDEN STEVEN LTD COM 0.0%
Value $208K Shares 4,939 Est. Cost Unrealized
RPD RAPID7 INC COM 0.0%
Value $208K Shares 25,664 Est. Cost Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value $207K Shares 2,081 Est. Cost Unrealized
HURA TUHURA BIOSCIENCES INC COM 0.0%
Value $207K Shares 88,373 Est. Cost Unrealized
HEZU ISHARES CURRENCY HEDGED MSCI EUROZONE ETF 0.0%
Value $207K Shares 4,120 Est. Cost Unrealized
FWRG FIRST WATCH RESTAURANT GROUP I COM 0.0%
Value $207K Shares 16,023 Est. Cost Unrealized
WGS GENEDX HOLDINGS CORP COM CL A 0.0%
Value $206K Shares 3,005 Est. Cost Unrealized
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 0.0%
Value $206K Shares 1,918 Est. Cost Unrealized
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value $205K Shares 180 Est. Cost Unrealized
UAMY UNITED STATES ANTIMONY CORP COM 0.0%
Value $205K Shares 28,273 Est. Cost Unrealized
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value $205K Shares 17,149 Est. Cost Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value $204K Shares 2,872 Est. Cost Unrealized
FNRN FIRST NORTHN CMNTY BANCORP COM 0.0%
Value $203K Shares 11,315 Est. Cost Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value $203K Shares 1,724 Est. Cost Unrealized
HBNC HORIZON BANCORP IND COM 0.0%
Value $202K Shares 10,127 Est. Cost Unrealized
CALI ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF 0.0%
Value $202K Shares 4,000 Est. Cost Unrealized
CRNC CERENCE INC COM 0.0%
Value $202K Shares 17,809 Est. Cost Unrealized
ACAD ACADIA PHARMACEUTICALS INC COM 0.0%
Value $201K Shares 7,951 Est. Cost Unrealized
SENEA SENECA FOODS CORP NEW CL A 0.0%
Value $201K Shares 1,155 Est. Cost Unrealized
GMOV GMO US VALUE ETF 0.0%
Value $201K Shares 6,742 Est. Cost Unrealized
XZO EXZEO GROUP INC COM SHS 0.0%
Value $200K Shares 11,841 Est. Cost Unrealized
SXC SUNCOKE ENERGY INC COM 0.0%
Value $199K Shares 24,721 Est. Cost Unrealized
MNKD MANNKIND CORP COM NEW 0.0%
Value $196K Shares 45,938 Est. Cost Unrealized
REPL REPLIMUNE GROUP INC COM 0.0%
Value $188K Shares 16,982 Est. Cost Unrealized
AUPH AURINIA PHARMACEUTICALS INC COM 0.0%
Value $184K Shares 10,854 Est. Cost Unrealized
CGBD CARLYLE SECURED LENDING INC COM 0.0%
Value $184K Shares 17,457 Est. Cost Unrealized
EOSE EOS ENERGY ENTERPRISES INC COM CL A 0.0%
Value $181K Shares 30,717 Est. Cost Unrealized
AI C3 AI INC CL A 0.0%
Value $179K Shares 19,717 Est. Cost Unrealized
ARR ARMOUR RESIDENTIAL REIT INC COM SHS 0.0%
Value $179K Shares 10,256 Est. Cost Unrealized
SFL SFL CORPORATION LTD SHS 0.0%
Value $178K Shares 17,442 Est. Cost Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value $177K Shares 500 Est. Cost Unrealized
QDEL QUIDELORTHO CORP COM 0.0%
Value $177K Shares 10,080 Est. Cost Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value $176K Shares 18,675 Est. Cost Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value $174K Shares 2,000 Est. Cost Unrealized
BETA BETA TECHNOLOGIES INC COM SHS CL A 0.0%
Value $168K Shares 10,037 Est. Cost Unrealized
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value $167K Shares 15,143 Est. Cost Unrealized
UNIT UNITI GROUP LLC COM SHS 0.0%
Value $161K Shares 14,076 Est. Cost Unrealized
ARDT ARDENT HEALTH INC COM 0.0%
Value $156K Shares 15,847 Est. Cost Unrealized
FIGS FIGS INC CL A 0.0%
Value $154K Shares 15,035 Est. Cost Unrealized
SPT SPROUT SOCIAL INC COM CL A 0.0%
Value $153K Shares 20,201 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $152K Shares 200 Est. Cost Unrealized
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value $150K Shares 52,025 Est. Cost Unrealized
NFLX NETFLIX INC. COM 0.0%
Value $150K Shares 2,100 Est. Cost Unrealized
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value $146K Shares 19,178 Est. Cost Unrealized
SBGI SINCLAIR INC CL A 0.0%
Value $145K Shares 10,149 Est. Cost Unrealized
DX DYNEX CAP INC COM 0.0%
Value $142K Shares 10,814 Est. Cost Unrealized
CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A 0.0%
Value $139K Shares 11,806 Est. Cost Unrealized
PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS 0.0%
Value $138K Shares 10,439 Est. Cost Unrealized
ECVT ECOVYST INC COM 0.0%
Value $136K Shares 10,908 Est. Cost Unrealized
TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW 0.0%
Value $131K Shares 10,233 Est. Cost Unrealized
SVV SAVERS VALUE VLG INC COM 0.0%
Value $129K Shares 12,793 Est. Cost Unrealized
BTE BAYTEX ENERGY CORP COM 0.0%
Value $126K Shares 31,490 Est. Cost Unrealized
HRZN HORIZON TECHNOLOGY FIN CORP COM 0.0%
Value $125K Shares 26,396 Est. Cost Unrealized
OCUL OCULAR THERAPEUTIX INC COM 0.0%
Value $124K Shares 12,637 Est. Cost Unrealized
MBLY MOBILEYE GLOBAL INC COMMON CLASS A 0.0%
Value $123K Shares 12,746 Est. Cost Unrealized
TIC TIC SOLUTIONS INC COM 0.0%
Value $122K Shares 15,108 Est. Cost Unrealized
ASPN ASPEN AEROGELS INC COM 0.0%
Value $122K Shares 19,187 Est. Cost Unrealized
INN SUMMIT HOTEL PPTYS COM 0.0%
Value $121K Shares 17,273 Est. Cost Unrealized
CERT CERTARA INC COM 0.0%
Value $119K Shares 18,184 Est. Cost Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value $119K Shares 17,768 Est. Cost Unrealized
PSTG EVERPURE INC CL A 0.0%
Value $118K Shares 1,500 Est. Cost Unrealized
KLC KINDERCARE LEARNING COMPANIES COM 0.0%
Value $112K Shares 26,451 Est. Cost Unrealized
PAX PATRIA INVESTMENTS LIMITED COM CL A 0.0%
Value $112K Shares 10,213 Est. Cost Unrealized
ESRT EMPIRE ST RLTY TR INC CL A 0.0%
Value $112K Shares 20,624 Est. Cost Unrealized
CRGY CRESCENT ENERGY COMPANY CL A COM 0.0%
Value $106K Shares 10,784 Est. Cost Unrealized
MRNA MODERNA INC COM 0.0%
Value $105K Shares 1,500 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value $104K Shares 11,759 Est. Cost Unrealized
IVR INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value $102K Shares 12,949 Est. Cost Unrealized
AMZN AMAZON COM INC COM 0.0%
Value $95,349 Shares 400 Est. Cost Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value $94,280 Shares 18,559 Est. Cost Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value $91,736 Shares 27,466 Est. Cost Unrealized
TSHA TAYSHA GENE THERAPIES INC COM SHS 0.0%
Value $91,629 Shares 13,455 Est. Cost Unrealized
ARKO ARKO CORP COM 0.0%
Value $89,038 Shares 11,088 Est. Cost Unrealized
TUSK MAMMOTH ENERGY SVCS INC COM 0.0%
Value $87,097 Shares 26,799 Est. Cost Unrealized
RXST RXSIGHT INC COM 0.0%
Value $86,182 Shares 17,880 Est. Cost Unrealized
MIRA MIRA PHARMACEUTICALS INC COM 0.0%
Value $85,795 Shares 90,645 Est. Cost Unrealized
KEEL KEEL INFRASTRUCTURE CORP COM SHS 0.0%
Value $84,973 Shares 14,804 Est. Cost Unrealized
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value $84,948 Shares 10,137 Est. Cost Unrealized
UPWK UPWORK INC COM 0.0%
Value $83,893 Shares 10,035 Est. Cost Unrealized
WTI W & T OFFSHORE INC COM 0.0%
Value $80,389 Shares 25,520 Est. Cost Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value $80,310 Shares 22,063 Est. Cost Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $79,680 Shares 1,500 Est. Cost Unrealized
THRY THRYV HLDGS INC COM NEW 0.0%
Value $78,434 Shares 19,907 Est. Cost Unrealized
LRMR LARIMAR THERAPEUTICS INC COM 0.0%
Value $76,894 Shares 25,211 Est. Cost Unrealized
AIRJ AIRJOULE TECHNOLOGIES CORP CL A 0.0%
Value $76,768 Shares 13,857 Est. Cost Unrealized
KREF KKR REAL ESTATE FIN TR INC COM 0.0%
Value $76,211 Shares 11,142 Est. Cost Unrealized
SLDP SOLID POWER INC CLASS A COM 0.0%
Value $75,623 Shares 29,198 Est. Cost Unrealized
ALT ALTIMMUNE INC COM NEW 0.0%
Value $72,838 Shares 23,960 Est. Cost Unrealized
PDYN PALLADYNE AI CORP COM NEW 0.0%
Value $72,638 Shares 11,947 Est. Cost Unrealized
PI IMPINJ INC COM 0.0%
Value $71,615 Shares 500 Est. Cost Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value $71,474 Shares 200 Est. Cost Unrealized
CLVT CLARIVATE PLC ORD SHS 0.0%
Value $67,483 Shares 31,242 Est. Cost Unrealized
AEYE AUDIOEYE INC COM NEW 0.0%
Value $67,182 Shares 11,563 Est. Cost Unrealized
SITC SITE CTRS CORP COM 0.0%
Value $66,930 Shares 16,859 Est. Cost Unrealized
TELO TELOMIR PHARMACEUTICALS INC COM 0.0%
Value $65,528 Shares 51,194 Est. Cost Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $65,357 Shares 100 Est. Cost Unrealized
ENVX ENOVIX CORPORATION COM 0.0%
Value $64,973 Shares 10,704 Est. Cost Unrealized
SVRA SAVARA INC COM 0.0%
Value $63,565 Shares 10,319 Est. Cost Unrealized
QTRX QUANTERIX CORP COM 0.0%
Value $61,780 Shares 14,301 Est. Cost Unrealized
AKBA AKEBIA THREAPEUTICS INC COM 0.0%
Value $61,567 Shares 54,006 Est. Cost Unrealized
JELD JELD-WEN HLDG INC COM 0.0%
Value $61,336 Shares 40,891 Est. Cost Unrealized
INV INNVENTURE INC COM 0.0%
Value $60,254 Shares 11,884 Est. Cost Unrealized
RCAX DEFIANCE DAILY TARGET 2X LONG RCAT ETF 0.0%
Value $60,100 Shares 10,000 Est. Cost Unrealized
EXFY EXPENSIFY INC COM CL A 0.0%
Value $60,017 Shares 33,529 Est. Cost Unrealized
AAPL APPLE INC COM 0.0%
Value $57,872 Shares 200 Est. Cost Unrealized
ELDN ELEDON PHARMACEUTICALS INC COM 0.0%
Value $53,848 Shares 13,667 Est. Cost Unrealized
ATAI ATAIBECKLEY INC COM SHS 0.0%
Value $53,707 Shares 10,191 Est. Cost Unrealized
NKTX NKARTA INC COM 0.0%
Value $52,397 Shares 18,515 Est. Cost Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $52,239 Shares 100 Est. Cost Unrealized
TMC TMC THE METALS COMPANY INC COM 0.0%
Value $50,586 Shares 11,419 Est. Cost Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value $49,521 Shares 300 Est. Cost Unrealized
ORGO ORGANOGENESIS HLDGS INC COM 0.0%
Value $48,780 Shares 20,074 Est. Cost Unrealized
EVO EVOTEC AG SPONSORED ADS 0.0%
Value $41,278 Shares 14,742 Est. Cost Unrealized
EPM EVOLUTION PETE CORP COM 0.0%
Value $40,567 Shares 11,024 Est. Cost Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value $40,509 Shares 300 Est. Cost Unrealized
ACH ACCENDRA HEALTH INC COM 0.0%
Value $40,052 Shares 11,711 Est. Cost Unrealized
LAES SEALSQ CORP ORD SHS 0.0%
Value $39,319 Shares 12,482 Est. Cost Unrealized
QCOM QUALCOMM INC COM 0.0%
Value $36,958 Shares 200 Est. Cost Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value $35,080 Shares 12,710 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK 0.0%
Value $34,172 Shares 200 Est. Cost Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $31,584 Shares 700 Est. Cost Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $30,045 Shares 100 Est. Cost Unrealized
ARQ ARQ INC COM 0.0%
Value $29,769 Shares 11,674 Est. Cost Unrealized
EVGO EVGO INC CL A COM 0.0%
Value $29,729 Shares 15,565 Est. Cost Unrealized
SLI STANDARD LITHIUM CORP COM 0.0%
Value $29,181 Shares 10,611 Est. Cost Unrealized
ARAI ARRIVE AI INC COM NEW 0.0%
Value $29,003 Shares 67,605 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $28,864 Shares 400 Est. Cost Unrealized
ZVIA ZEVIA PBC CL A 0.0%
Value $28,804 Shares 17,671 Est. Cost Unrealized
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value $27,931 Shares 10,784 Est. Cost Unrealized
CDXS CODEXIS INC COM 0.0%
Value $26,110 Shares 11,553 Est. Cost Unrealized
REAX THE REAL BROKERAGE INC COM NEW 0.0%
Value $24,193 Shares 13,293 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $23,662 Shares 200 Est. Cost Unrealized
ONMD ONEMEDNET CORP CL A 0.0%
Value $23,179 Shares 32,600 Est. Cost Unrealized
EHTH EHEALTH INC COM 0.0%
Value $21,243 Shares 14,257 Est. Cost Unrealized
FLYX FLYEXCLUSIVE INC COM CL A 0.0%
Value $20,154 Shares 10,077 Est. Cost Unrealized
BRCC BRC INC COM CL A 0.0%
Value $19,980 Shares 18,000 Est. Cost Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $19,908 Shares 200 Est. Cost Unrealized
PNBK PATRIOT NATL BANCORP INC COM NEW 0.0%
Value $19,347 Shares 20,206 Est. Cost Unrealized
MYO MYOMO INC COM NEW 0.0%
Value $19,274 Shares 18,533 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $18,908 Shares 200 Est. Cost Unrealized
VERI VERITONE INC COM 0.0%
Value $18,461 Shares 13,475 Est. Cost Unrealized
INMB INMUNE BIO INC COM 0.0%
Value $18,311 Shares 11,234 Est. Cost Unrealized
KLTR KALTURA INC COM 0.0%
Value $18,184 Shares 13,988 Est. Cost Unrealized
LUCD LUCID DIAGNOSTICS INC COM 0.0%
Value $16,521 Shares 15,440 Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $16,137 Shares 900 Est. Cost Unrealized
NRDY NERDY INC CL A COM 0.0%
Value $15,567 Shares 16,993 Est. Cost Unrealized
PROP PRAIRIE OPER CO COM 0.0%
Value $15,366 Shares 21,297 Est. Cost Unrealized
PODD INSULET CORP COM 0.0%
Value $15,225 Shares 100 Est. Cost Unrealized
LUNG PULMONX CORP COM 0.0%
Value $15,012 Shares 11,548 Est. Cost Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value $14,800 Shares 200 Est. Cost Unrealized
DH DEFINITIVE HEALTHCARE CORP CLASS A COM 0.0%
Value $13,131 Shares 15,804 Est. Cost Unrealized
TEAD TEADS HLDG CO COM 0.0%
Value $11,085 Shares 14,454 Est. Cost Unrealized
MYPS PLAYSTUDIOS INC CLASS A COM 0.0%
Value $10,373 Shares 20,787 Est. Cost Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $10,345 Shares 100 Est. Cost Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value $10,165 Shares 100 Est. Cost Unrealized
ARAY ACCURAY INC DEL COM 0.0%
Value $9,956 Shares 38,619 Est. Cost Unrealized
TNYA TENAYA THERAPEUTICS INC COM 0.0%
Value $9,948 Shares 13,459 Est. Cost Unrealized
FSP FRANKLIN STR PPTYS CORP COM 0.0%
Value $9,439 Shares 18,328 Est. Cost Unrealized
ATLN CIRCLE8 GROUP INC COM 0.0%
Value $9,298 Shares 10,106 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $7,335 Shares 100 Est. Cost Unrealized
SKIN SKINHEALTH SYSTEMS INC COM CL A 0.0%
Value $7,098 Shares 10,250 Est. Cost Unrealized
LASR NLIGHT INC COM 0.0%
Value $6,962 Shares 100 Est. Cost Unrealized
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value $6,962 Shares 100 Est. Cost Unrealized
MOS MOSAIC CO COM 0.0%
Value $6,357 Shares 300 Est. Cost Unrealized
PMI PICARD MEDICAL INC COM SHS 0.0%
Value $6,310 Shares 38,596 Est. Cost Unrealized
PEW/WS GRABAGUN DIGITAL HLDGS INC WT EXP 0.0%
Value $6,002 Shares 20,000 Est. Cost Unrealized
IMMP IMMUTEP LTD SPONSORED ADS 0.0%
Value $5,541 Shares 13,292 Est. Cost Unrealized
KMX CARMAX INC COM 0.0%
Value $5,289 Shares 100 Est. Cost Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $5,042 Shares 100 Est. Cost Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value $4,924 Shares 100 Est. Cost Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value $3,912 Shares 800 Est. Cost Unrealized
TENB TENABLE HLDGS INC COM 0.0%
Value $3,688 Shares 100 Est. Cost Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value $3,584 Shares 200 Est. Cost Unrealized
SCNI SCINAI IMMUNOTHERAPEUTICS LTD SPONSORED ADR 0.0%
Value $3,040 Shares 12,035 Est. Cost Unrealized
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value $2,734 Shares 100 Est. Cost Unrealized
INFQ INFLEQTION INC COM SHS 0.0%
Value $2,664 Shares 200 Est. Cost Unrealized
SLQT SELECTQUOTE INC COM 0.0%
Value $2,523 Shares 3,000 Est. Cost Unrealized
CIFR CIPHER DIGITAL INC COM 0.0%
Value $2,450 Shares 100 Est. Cost Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $2,398 Shares 100 Est. Cost Unrealized
HPQ HP INC COM 0.0%
Value $2,194 Shares 100 Est. Cost Unrealized
TMCI TREACE MED CONCEPTS INC COM 0.0%
Value $1,990 Shares 500 Est. Cost Unrealized
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value $1,988 Shares 100 Est. Cost Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value $1,920 Shares 1,000 Est. Cost Unrealized
CLSK CLEANSPARK INC COM NEW 0.0%
Value $1,455 Shares 100 Est. Cost Unrealized
DEFT DEFI TECHNOLOGIES INC COM 0.0%
Value $1,080 Shares 2,100 Est. Cost Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value $970 Shares 100 Est. Cost Unrealized

Increased Positions (1513)

IVV ISHARES CORE S&P 500 ETF 5.3%
Value $3.484B (+24.0%) Shares 4,652,450 (+8.2%) Est. Cost Unrealized
AAPL APPLE INC COM 3.6%
Value $2.351B (+18.9%) Shares 8,124,407 (+4.3%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION COM 2.7%
Value $1.76B (+25.8%) Shares 8,797,901 (+9.6%) Est. Cost Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value $1.251B (+32.4%) Shares 3,501,923 (+6.6%) Est. Cost Unrealized
AVGO BROADCOM INC COM 1.2%
Value $782M (+55.1%) Shares 2,069,516 (+27.0%) Est. Cost Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.6%
Value $406M (+110.7%) Shares 937,685 (+3.9%) Est. Cost Unrealized
LLY ELI LILLY & CO COM 0.6%
Value $371M (+99.3%) Shares 308,951 (+52.8%) Est. Cost Unrealized
VTV VANGUARD VALUE 2.3%
Value $1.479B (+13.2%) Shares 6,787,174 (+1.9%) Est. Cost Unrealized
AMZN AMAZON COM INC COM 1.4%
Value $930M (+20.5%) Shares 3,900,375 (+5.3%) Est. Cost Unrealized
VUG VANGUARD MORNINGSTAR GROWTH ETF 1.1%
Value $734M (+26.9%) Shares 8,516,080 (+543.6%) Est. Cost Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 2.6%
Value $1.731B (+9.3%) Shares 21,086,882 (+9.9%) Est. Cost Unrealized
VB VANGUARD MORNINGSTAR SMALL-CAP ETF 1.3%
Value $884M (+19.1%) Shares 2,914,921 (+2.9%) Est. Cost Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 1.4%
Value $897M (+17.2%) Shares 28,845,768 (+4.9%) Est. Cost Unrealized
GEV GE VERNOVA INC COM 0.3%
Value $168M (+281.5%) Shares 143,057 (+183.4%) Est. Cost Unrealized
VOO VANGUARD S&P 500 ETF 1.3%
Value $823M (+17.2%) Shares 1,197,901 (+2.0%) Est. Cost Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.4%
Value $263M (+83.4%) Shares 1,381,036 (+27.9%) Est. Cost Unrealized
MSFT MICROSOFT CORP COM 2.1%
Value $1.352B (+9.3%) Shares 3,623,847 (+8.4%) Est. Cost Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value $433M (+34.2%) Shares 1,225,915 (+8.9%) Est. Cost Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value $342M (+43.9%) Shares 463,873 (+1.6%) Est. Cost Unrealized
CAT CATERPILLAR INC COM 0.4%
Value $252M (+69.8%) Shares 236,355 (+12.9%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value $439M (+25.5%) Shares 1,342,164 (+12.8%) Est. Cost Unrealized
ABBV ABBVIE INC COM 0.7%
Value $457M (+22.9%) Shares 1,817,391 (+6.2%) Est. Cost Unrealized
BAC BANK OF AMER CORP COM 0.3%
Value $229M (+54.1%) Shares 4,018,292 (+31.8%) Est. Cost Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.2%
Value $159M (+99.7%) Shares 80,167 (+32.5%) Est. Cost Unrealized
V VISA INC COM CL A 0.4%
Value $288M (+36.7%) Shares 839,642 (+20.4%) Est. Cost Unrealized
FLS FLOWSERVE CORP COM 0.1%
Value $74.06M (+4437.5%) Shares 998,634 (+4397.7%) Est. Cost Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.7%
Value $434M (+19.6%) Shares 4,399,109 (+2.5%) Est. Cost Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value $98.39M (+182.1%) Shares 136,092 (+33.3%) Est. Cost Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 1.2%
Value $803M (+8.2%) Shares 6,837,882 (+9.3%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value $110M (+118.2%) Shares 144,712 (+11.6%) Est. Cost Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value $263M (+28.9%) Shares 2,115,746 (+342.7%) Est. Cost Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.9%
Value $562M (+11.4%) Shares 7,215,410 (+12.1%) Est. Cost Unrealized
STLD STEEL DYNAMICS INC COM 0.1%
Value $65.57M (+530.3%) Shares 285,776 (+394.3%) Est. Cost Unrealized
KLAC KLA CORP COM NEW 0.2%
Value $113M (+92.7%) Shares 375,229 (+840.3%) Est. Cost Unrealized
MGK VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF 0.6%
Value $369M (+15.5%) Shares 4,197,480 (+382.8%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value $533M (+10.1%) Shares 1,065,734 (+5.4%) Est. Cost Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.5%
Value $325M (+17.6%) Shares 6,077,220 (+18.2%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value $216M (+28.4%) Shares 213,232 (+7.3%) Est. Cost Unrealized
VTI VANGUARD TOTAL STOCK MARKETS ETF 0.5%
Value $304M (+18.5%) Shares 821,182 (+2.7%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value $109M (+73.6%) Shares 262,463 (+13.0%) Est. Cost Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.2%
Value $99.62M (+81.4%) Shares 394,966 (+30.5%) Est. Cost Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 1.0%
Value $664M (+7.1%) Shares 6,703,403 (+7.4%) Est. Cost Unrealized
MRK MERCK & CO INC COM 0.4%
Value $264M (+19.1%) Shares 2,054,383 (+11.5%) Est. Cost Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.2%
Value $128M (+48.3%) Shares 372,327 (+3.8%) Est. Cost Unrealized
CRM SALESFORCE INC COM 0.2%
Value $102M (+66.1%) Shares 648,385 (+97.9%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value $57.87M (+210.4%) Shares 156,167 (+173.9%) Est. Cost Unrealized
NFLX NETFLIX INC. COM 0.2%
Value $102M (-24.9%) Shares 1,433,983 (+1.2%) Est. Cost Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.8%
Value $546M (+6.5%) Shares 5,768,269 (+7.5%) Est. Cost Unrealized
EQT EQT CORP COM 0.1%
Value $35.78M (+1245.6%) Shares 672,988 (+1510.8%) Est. Cost Unrealized
HD HOME DEPOT INC COM 0.2%
Value $134M (+31.3%) Shares 380,089 (+22.4%) Est. Cost Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value $319M (+10.6%) Shares 6,086,054 (+10.9%) Est. Cost Unrealized
RTX RTX CORPORATION COM 0.1%
Value $94.84M (+46.3%) Shares 499,875 (+48.7%) Est. Cost Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.2%
Value $107M (+38.1%) Shares 578,586 (+20.6%) Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value $43.34M (+186.7%) Shares 44,913 (+16.4%) Est. Cost Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.2%
Value $134M (+25.7%) Shares 2,570,708 (+10.8%) Est. Cost Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value $134M (+25.6%) Shares 901,357 (+5.3%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED CL A 0.5%
Value $329M (+8.9%) Shares 640,793 (+6.0%) Est. Cost Unrealized
C CITIGROUP INC COM NEW 0.2%
Value $128M (+26.3%) Shares 915,968 (+2.3%) Est. Cost Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.1%
Value $65.25M (+65.2%) Shares 327,467 (+23.0%) Est. Cost Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value $86.25M (+42.2%) Shares 202,285 (+23.6%) Est. Cost Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value $26.2M (+4176.5%) Shares 1,321,951 (+6314.7%) Est. Cost Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $30.59M (+387.5%) Shares 22,489 (+290.9%) Est. Cost Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.3%
Value $222M (+12.3%) Shares 4,210,160 (+4.1%) Est. Cost Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value $150M (+18.5%) Shares 951,013 (+11.0%) Est. Cost Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.1%
Value $77.96M (+41.1%) Shares 1,454,156 (+29.9%) Est. Cost Unrealized
ETN EATON CORP PLC SHS 0.1%
Value $76.78M (+38.9%) Shares 180,184 (+16.6%) Est. Cost Unrealized
MCK MCKESSON CORP COM 0.1%
Value $59.4M (+53.4%) Shares 78,612 (+75.7%) Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $27.33M (+268.6%) Shares 110,040 (+314.4%) Est. Cost Unrealized
BLK BLACKROCK INC COM 0.1%
Value $38.25M (+98.4%) Shares 39,779 (+98.4%) Est. Cost Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value $155M (+13.9%) Shares 1,815,825 (+2.7%) Est. Cost Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $112M (+20.2%) Shares 461,550 (+5.9%) Est. Cost Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value $102M (+22.5%) Shares 338,229 (+1.1%) Est. Cost Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value $62.12M (+42.8%) Shares 1,023,876 (+83.6%) Est. Cost Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value $43.66M (+73.8%) Shares 138,667 (+81.4%) Est. Cost Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value $55.62M (+47.8%) Shares 519,179 (+53.0%) Est. Cost Unrealized
META META PLATFORMS INC. 0.5%
Value $360M (+5.1%) Shares 639,025 (+6.8%) Est. Cost Unrealized
VO VANGUARD MORNINGSTAR MID-CAP ETF 0.2%
Value $113M (+18.0%) Shares 1,402,905 (+320.7%) Est. Cost Unrealized
TSLA TESLA INC COM 0.2%
Value $116M (+17.2%) Shares 275,306 (+3.6%) Est. Cost Unrealized
MET METLIFE INC COM 0.0%
Value $29.51M (+125.7%) Shares 348,732 (+88.6%) Est. Cost Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value $26.97M (+145.9%) Shares 42,232 (+4.1%) Est. Cost Unrealized
XMTR XOMETRY INC CLASS A COM 0.0%
Value $21.9M (+259.1%) Shares 226,925 (+51.9%) Est. Cost Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value $104M (-13.0%) Shares 4,252,032 (+1.8%) Est. Cost Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value $39.43M (+62.1%) Shares 248,509 (+49.8%) Est. Cost Unrealized
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value $19.91M (+311.3%) Shares 169,768 (+282.2%) Est. Cost Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value $81.86M (+22.4%) Shares 856,123 (+12.4%) Est. Cost Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value $82.64M (+21.8%) Shares 335,664 (+1.8%) Est. Cost Unrealized
VMC VULCAN MATLS CO COM 0.1%
Value $46.51M (+46.3%) Shares 157,639 (+35.0%) Est. Cost Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value $71.36M (+24.1%) Shares 136,606 (+10.1%) Est. Cost Unrealized
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value $17.88M (+310.0%) Shares 1,013,954 (+246.5%) Est. Cost Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value $68.84M (+24.4%) Shares 500,578 (+2.3%) Est. Cost Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $21.64M (+163.4%) Shares 151,243 (+132.4%) Est. Cost Unrealized
UNP UNION PAC CORP COM 0.1%
Value $97.58M (+15.6%) Shares 358,748 (+3.1%) Est. Cost Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $21.32M (+156.9%) Shares 211,497 (+156.3%) Est. Cost Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value $40.61M (+47.0%) Shares 392,564 (+2.0%) Est. Cost Unrealized
TER TERADYNE INC COM 0.0%
Value $26.69M (+93.0%) Shares 55,170 (+18.2%) Est. Cost Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value $46.42M (+38.3%) Shares 1,333,572 (+21.2%) Est. Cost Unrealized
FIX COMFORT SYS USA INC COM 0.1%
Value $36.93M (+53.4%) Shares 18,634 (+6.7%) Est. Cost Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value $53.74M (+30.6%) Shares 1,588,057 (+12.4%) Est. Cost Unrealized
IONQ IONQ INC COM 0.0%
Value $14.46M (+654.4%) Shares 271,535 (+305.7%) Est. Cost Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.1%
Value $76.63M (+19.6%) Shares 1,512,748 (+18.0%) Est. Cost Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.4%
Value $232M (+5.7%) Shares 2,306,528 (+5.7%) Est. Cost Unrealized
TIGO MILLICOM INTL CELLULAR S A COM STK 0.1%
Value $48.63M (+34.3%) Shares 535,790 (+10.9%) Est. Cost Unrealized
MTB M & T BK CORP COM 0.0%
Value $16.41M (+305.0%) Shares 68,944 (+251.8%) Est. Cost Unrealized
WMT WALMART INC COM 0.3%
Value $166M (+8.0%) Shares 1,464,970 (+18.5%) Est. Cost Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value $33.86M (+55.5%) Shares 201,895 (+94.8%) Est. Cost Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $79.3M (+17.9%) Shares 523,406 (+24.2%) Est. Cost Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value $147M (+8.9%) Shares 1,366,152 (+7.4%) Est. Cost Unrealized
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value $18.91M (+174.3%) Shares 337,298 (+134.6%) Est. Cost Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value $135M (+9.7%) Shares 1,392,936 (+2.8%) Est. Cost Unrealized
SAP SAP SE SPON ADR 0.0%
Value $17.73M (+200.2%) Shares 115,068 (+233.5%) Est. Cost Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value $45.86M (+34.3%) Shares 122,713 (+1.9%) Est. Cost Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value $46.74M (+31.8%) Shares 456,863 (+1.3%) Est. Cost Unrealized
PI IMPINJ INC COM 0.0%
Value $12.53M (+740.2%) Shares 87,454 (+502.4%) Est. Cost Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value $69.71M (+18.8%) Shares 915,931 (+6.9%) Est. Cost Unrealized
FLXR TCW FLEXIBLE INCOME ETF 0.3%
Value $225M (+5.0%) Shares 5,732,633 (+5.2%) Est. Cost Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.1%
Value $69.19M (+18.4%) Shares 1,370,095 (+18.3%) Est. Cost Unrealized
PFE PFIZER INC COM 0.1%
Value $87.37M (-10.7%) Shares 3,628,237 (+4.1%) Est. Cost Unrealized
AON AON PLC SHS CL A 0.0%
Value $22.77M (+83.3%) Shares 68,638 (+78.4%) Est. Cost Unrealized
PRIM PRIMORIS SVCS CORP COM 0.0%
Value $11.55M (+751.8%) Shares 116,516 (+1129.2%) Est. Cost Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value $28.37M (+55.6%) Shares 69,661 (+62.5%) Est. Cost Unrealized
COKE COCA COLA CONS INC COM 0.1%
Value $80.84M (+13.9%) Shares 423,429 (+14.4%) Est. Cost Unrealized
VWO VANGUARD EMERGING MARKET STOCK ETF 0.1%
Value $80.36M (+14.0%) Shares 1,346,359 (+3.2%) Est. Cost Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value $148M (+7.1%) Shares 1,388,673 (+7.1%) Est. Cost Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value $41.29M (+28.4%) Shares 1,142,727 (+3.3%) Est. Cost Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value $52.42M (+20.7%) Shares 1,421,766 (+1.3%) Est. Cost Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $10.96M (+422.9%) Shares 197,455 (+475.2%) Est. Cost Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $19.98M (+76.6%) Shares 343,225 (+77.6%) Est. Cost Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value $16.39M (+107.1%) Shares 283,009 (+61.7%) Est. Cost Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value $19.83M (+73.2%) Shares 68,512 (+26.8%) Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $17.07M (+96.3%) Shares 34,759 (+66.5%) Est. Cost Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value $32.38M (-20.4%) Shares 270,953 (+364.8%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $21.63M (+59.7%) Shares 299,817 (+59.2%) Est. Cost Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value $47.31M (+19.2%) Shares 960,004 (+2.9%) Est. Cost Unrealized
ONDS ONDAS INC COM NEW 0.0%
Value $7.901M (+1556.7%) Shares 958,880 (+1717.5%) Est. Cost Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value $12.07M (+154.1%) Shares 437,428 (+138.3%) Est. Cost Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value $50.71M (+16.6%) Shares 407,560 (+4.4%) Est. Cost Unrealized
BUCK SIMPLIFY TREASURY OPTION INCOME ETF 0.0%
Value $10.46M (+218.1%) Shares 446,645 (+219.2%) Est. Cost Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $59.47M (+13.3%) Shares 826,577 (+3.9%) Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $10.73M (+171.9%) Shares 110,742 (+162.0%) Est. Cost Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $9.558M (+222.7%) Shares 115,055 (+218.5%) Est. Cost Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.0%
Value $17.47M (+59.9%) Shares 23,400 (+39.3%) Est. Cost Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value $8.615M (+306.2%) Shares 215,310 (+374.2%) Est. Cost Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $8.039M (+399.2%) Shares 63,048 (+360.6%) Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $9.064M (+239.3%) Shares 41,848 (+206.1%) Est. Cost Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value $11.88M (+115.0%) Shares 210,787 (+77.2%) Est. Cost Unrealized
VOT VANGUARD MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value $17.49M (+55.0%) Shares 57,109 (+30.2%) Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $7.962M (+319.5%) Shares 51,327 (+449.0%) Est. Cost Unrealized
VOE VANGUARD CRSP US MID CAP VALUE INDE ETF 0.0%
Value $28.61M (+25.9%) Shares 144,801 (+17.4%) Est. Cost Unrealized
CGNX COGNEX CORP COM 0.0%
Value $9.697M (+149.2%) Shares 133,897 (+68.5%) Est. Cost Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $7.827M (+274.2%) Shares 12,689 (+139.0%) Est. Cost Unrealized
FRMI FERMI INC COM 0.0%
Value $14.81M (+59.9%) Shares 1,617,042 (+1.9%) Est. Cost Unrealized
UNM UNUM GROUP COM 0.0%
Value $24.05M (+28.8%) Shares 269,039 (+5.2%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC CL B 0.1%
Value $67.02M (+8.7%) Shares 1,065,693 (+1.6%) Est. Cost Unrealized
CTAS CINTAS CORP COM 0.0%
Value $21.19M (+33.7%) Shares 124,587 (+33.0%) Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value $59.91M (+9.8%) Shares 80 (+5.3%) Est. Cost Unrealized
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value $6.946M (+313.1%) Shares 58,309 (+235.1%) Est. Cost Unrealized
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.3%
Value $199M (+2.7%) Shares 8,768,676 (+2.8%) Est. Cost Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value $28.01M (+22.3%) Shares 146,059 (+4.3%) Est. Cost Unrealized
IWN ISHARES TR RUSSEL 2000 VALUE 0.0%
Value $25.98M (+24.0%) Shares 117,434 (+6.3%) Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value $74.27M (+7.2%) Shares 1,797,525 (+30.5%) Est. Cost Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value $10.94M (+83.2%) Shares 34,607 (+15.7%) Est. Cost Unrealized
SIXA ETC 6 MERIDIAN MEGA CAP EQUITY ETF 0.0%
Value $5.908M (+505.8%) Shares 105,497 (+463.3%) Est. Cost Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $6.391M (+335.0%) Shares 95,379 (+299.8%) Est. Cost Unrealized
FDX FEDEX CORP COM 0.1%
Value $40.33M (-10.8%) Shares 128,784 (+1.4%) Est. Cost Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value $46.45M (+11.6%) Shares 256,776 (+2.0%) Est. Cost Unrealized
TPR TAPESTRY INC COM 0.0%
Value $14.75M (+47.6%) Shares 100,799 (+42.2%) Est. Cost Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value $33.21M (+16.6%) Shares 234,058 (+2.9%) Est. Cost Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $10.92M (+75.6%) Shares 42,917 (+4.0%) Est. Cost Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value $7.596M (+157.5%) Shares 45,570 (+150.9%) Est. Cost Unrealized
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.1%
Value $37.31M (+14.2%) Shares 1,131,525 (+1.7%) Est. Cost Unrealized
BA BOEING CO COM 0.0%
Value $22.19M (+26.4%) Shares 102,505 (+16.2%) Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $8.445M (+119.9%) Shares 187,202 (+16.0%) Est. Cost Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $17.08M (+36.9%) Shares 44,169 (+3.6%) Est. Cost Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value $30.34M (+17.8%) Shares 368,474 (+1.8%) Est. Cost Unrealized
FAST FASTENAL CO COM 0.0%
Value $30.57M (+17.4%) Shares 636,530 (+13.4%) Est. Cost Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value $13.87M (+48.4%) Shares 24,736 (+12.4%) Est. Cost Unrealized
RBRK RUBRIK INC. CL A 0.0%
Value $5.063M (+787.5%) Shares 63,063 (+441.4%) Est. Cost Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.0%
Value $27.07M (+19.9%) Shares 722,533 (+1.0%) Est. Cost Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.1%
Value $63.95M (+7.5%) Shares 1,399,236 (+1.5%) Est. Cost Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value $8.316M (+115.3%) Shares 24,356 (+88.1%) Est. Cost Unrealized
TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 0.0%
Value $28.47M (+18.3%) Shares 598,965 (+1.8%) Est. Cost Unrealized
CI THE CIGNA GROUP COM 0.1%
Value $73.59M (+6.2%) Shares 266,954 (+2.7%) Est. Cost Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $18.87M (+29.2%) Shares 926,463 (+29.5%) Est. Cost Unrealized
DG DOLLAR GEN CORP COM 0.2%
Value $101M (+4.4%) Shares 878,174 (+7.7%) Est. Cost Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value $25.27M (+19.7%) Shares 177,439 (+1.9%) Est. Cost Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value $9.179M (+82.4%) Shares 127,014 (+74.9%) Est. Cost Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value $8.555M (+92.0%) Shares 64,448 (+24.4%) Est. Cost Unrealized
EME EMCOR GROUP INC COM 0.0%
Value $23.18M (+21.5%) Shares 27,937 (+8.0%) Est. Cost Unrealized
AM ANTERO MIDSTREAM CORP COM 0.0%
Value $4.867M (+518.7%) Shares 213,920 (+520.2%) Est. Cost Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $21.21M (+23.8%) Shares 241,389 (+7.8%) Est. Cost Unrealized
NOW SERVICENOW INC COM 0.0%
Value $23.22M (+21.2%) Shares 232,833 (+27.8%) Est. Cost Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $41.03M (+10.9%) Shares 425,480 (+2.0%) Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $13.78M (-22.6%) Shares 27,048 (+3.7%) Est. Cost Unrealized
WCC WESCO INTL INC COM 0.0%
Value $13.52M (+42.3%) Shares 39,146 (+12.7%) Est. Cost Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $13.75M (+40.0%) Shares 100,598 (+21.3%) Est. Cost Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $19.33M (+25.4%) Shares 1,011,197 (+26.7%) Est. Cost Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value $21.17M (+21.9%) Shares 177,519 (+5.0%) Est. Cost Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value $45.45M (+9.0%) Shares 486,689 (+3.2%) Est. Cost Unrealized
NNN NNN REIT INC COM 0.0%
Value $12.05M (+44.9%) Shares 258,884 (+30.9%) Est. Cost Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value $4.634M (+412.7%) Shares 429,499 (+389.5%) Est. Cost Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value $121M (-2.9%) Shares 1,381,141 (+2.7%) Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $5.694M (+179.5%) Shares 5,900 (+13.5%) Est. Cost Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value $69.99M (+5.5%) Shares 725,620 (+1.4%) Est. Cost Unrealized
TBF PROSHARES SHORT 20 YEAR TREASURY 0.0%
Value $3.88M (+1262.8%) Shares 160,127 (+1262.8%) Est. Cost Unrealized
CWI STATE STREET SPDR MSCI ACWI EX-US ETF 0.0%
Value $24.47M (+17.2%) Shares 601,607 (+5.4%) Est. Cost Unrealized
SNA SNAP ON INC COM 0.0%
Value $12.7M (+38.2%) Shares 31,557 (+24.7%) Est. Cost Unrealized
VONE VANGUARD RUSSELL 1000 ETF 0.0%
Value $10.14M (+52.8%) Shares 29,929 (+33.1%) Est. Cost Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.1%
Value $73.64M (+5.0%) Shares 1,568,916 (+5.3%) Est. Cost Unrealized
IVE ISHARES S&P 500 VALUE 0.0%
Value $31.05M (+12.5%) Shares 136,727 (+4.6%) Est. Cost Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $4.989M (+225.7%) Shares 48,454 (+391.9%) Est. Cost Unrealized
VBK VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value $18.01M (+23.4%) Shares 49,248 (+1.9%) Est. Cost Unrealized
LB LANDBRIDGE COMPANY LLC CL A 0.0%
Value $22.34M (+17.9%) Shares 281,951 (+2.7%) Est. Cost Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $18.22M (+22.8%) Shares 185,341 (+15.1%) Est. Cost Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $16.44M (+25.6%) Shares 112,546 (+12.5%) Est. Cost Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value $8.709M (+61.3%) Shares 18,699 (+30.9%) Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC COM 0.0%
Value $5.486M (+151.1%) Shares 23,986 (+46.3%) Est. Cost Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value $11.57M (+39.7%) Shares 25,948 (+24.2%) Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $17.62M (+22.9%) Shares 35,471 (+10.5%) Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $6.339M (+106.2%) Shares 45,627 (+81.2%) Est. Cost Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $16.94M (+23.9%) Shares 90,059 (+2.1%) Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $12.05M (+36.8%) Shares 32,112 (+1.3%) Est. Cost Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $7.652M (+73.1%) Shares 85,166 (+20.8%) Est. Cost Unrealized
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY 0.1%
Value $32.91M (+10.8%) Shares 234,669 (+2.9%) Est. Cost Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $18.71M (+20.7%) Shares 127,771 (+5.6%) Est. Cost Unrealized
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value $8.348M (+62.1%) Shares 79,760 (+13.7%) Est. Cost Unrealized
COR CENCORA INC COM 0.0%
Value $12.86M (+32.8%) Shares 45,433 (+47.4%) Est. Cost Unrealized
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.0%
Value $4.266M (+275.3%) Shares 65,553 (+274.6%) Est. Cost Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $5.739M (+119.7%) Shares 8,750 (+28.4%) Est. Cost Unrealized
RDDT REDDIT INC CL A 0.0%
Value $4.094M (+319.9%) Shares 23,585 (+224.0%) Est. Cost Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value $21.35M (+17.0%) Shares 311,470 (+2.6%) Est. Cost Unrealized
DTE DTE ENERGY CO COM 0.0%
Value $8.006M (+63.3%) Shares 52,544 (+56.7%) Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $11.08M (+38.7%) Shares 31,652 (+11.9%) Est. Cost Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value $5.859M (+110.2%) Shares 15,482 (+13.9%) Est. Cost Unrealized
EBAY EBAY INC. COM 0.0%
Value $12.46M (+32.7%) Shares 111,477 (+8.1%) Est. Cost Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value $16.37M (+23.0%) Shares 99,369 (+1.9%) Est. Cost Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value $9.604M (+46.3%) Shares 296,145 (+43.0%) Est. Cost Unrealized
PRM PERIMETER SOLUTIONS INC COMMON STOCK 0.0%
Value $7.516M (+67.6%) Shares 210,828 (+14.8%) Est. Cost Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value $21.73M (+15.9%) Shares 132,040 (+2.6%) Est. Cost Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value $5.455M (+117.6%) Shares 94,452 (+85.4%) Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $6.89M (+73.6%) Shares 27,564 (+37.1%) Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $68.99M (+4.4%) Shares 173,479 (+21.0%) Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $9.172M (+46.2%) Shares 32,636 (+2.4%) Est. Cost Unrealized
VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF 0.0%
Value $23.67M (+13.9%) Shares 235,300 (+12.2%) Est. Cost Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value $4.143M (+229.8%) Shares 50,398 (+184.1%) Est. Cost Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $3.945M (+251.6%) Shares 14,506 (+21.4%) Est. Cost Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $4.188M (+205.4%) Shares 53,839 (+167.9%) Est. Cost Unrealized
BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 0.1%
Value $39.67M (+7.6%) Shares 882,053 (+6.5%) Est. Cost Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value $5.743M (+94.2%) Shares 26,910 (+30.5%) Est. Cost Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $20.98M (+15.3%) Shares 414,814 (+13.7%) Est. Cost Unrealized
DUNK DANA UNCONSTRAINED EQUITY ETF 0.0%
Value $12.89M (+27.2%) Shares 507,214 (+1.3%) Est. Cost Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value $35.16M (+8.5%) Shares 134,960 (+2.9%) Est. Cost Unrealized
POOL POOL CORP COM 0.0%
Value $7.5M (+57.1%) Shares 34,899 (+47.9%) Est. Cost Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value $15.22M (+21.5%) Shares 353,215 (+13.2%) Est. Cost Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value $7.645M (+54.4%) Shares 45,360 (+20.7%) Est. Cost Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value $4.62M (+137.8%) Shares 20,081 (+124.3%) Est. Cost Unrealized
IBUF INNOVATOR INTERNATIONAL DEVELOPED 10 BUFFER ETF - QUARTERLY 0.0%
Value $7.799M (+51.5%) Shares 247,739 (+42.1%) Est. Cost Unrealized
AAPL APPLE INC COM 0.0%
Value $9.433M (+38.7%) Shares 32,600 (+21.6%) Est. Cost Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $5.053M (+107.0%) Shares 200,031 (+77.1%) Est. Cost Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value $7.566M (+52.7%) Shares 25,838 (+1.8%) Est. Cost Unrealized
SON SONOCO PRODS CO COM 0.0%
Value $4.241M (+155.7%) Shares 75,264 (+145.4%) Est. Cost Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $27.17M (+10.5%) Shares 173,384 (+7.7%) Est. Cost Unrealized
XYZ BLOCK INC CL A 0.0%
Value $4.242M (+154.6%) Shares 55,813 (+101.6%) Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $13.74M (+22.8%) Shares 196,039 (+5.1%) Est. Cost Unrealized
LIN LINDE PLC SHS 0.0%
Value $30.58M (+9.0%) Shares 58,934 (+4.2%) Est. Cost Unrealized
MKL MARKEL GROUP INC COM 0.1%
Value $51.8M (+5.1%) Shares 26,522 (+3.0%) Est. Cost Unrealized
NVT NVENT ELEC PLC SHS 0.0%
Value $4.763M (+110.7%) Shares 28,081 (+46.8%) Est. Cost Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value $17.7M (+16.5%) Shares 764,126 (+17.0%) Est. Cost Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value $4.687M (+112.9%) Shares 96,317 (+109.9%) Est. Cost Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value $8.73M (+38.6%) Shares 13,554 (+16.9%) Est. Cost Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value $12.21M (+24.8%) Shares 80,674 (+29.7%) Est. Cost Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC COM 0.1%
Value $93.06M (-2.5%) Shares 825,467 (+1.2%) Est. Cost Unrealized
OC OWENS CORNING NEW COM 0.0%
Value $3.8M (+171.7%) Shares 23,908 (+84.9%) Est. Cost Unrealized
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value $9.269M (+34.7%) Shares 2,525,722 (+29.2%) Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $9.307M (+34.5%) Shares 126,886 (+3.2%) Est. Cost Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value $28.27M (+9.2%) Shares 436,804 (+1.4%) Est. Cost Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value $6.996M (+51.2%) Shares 62,185 (+29.6%) Est. Cost Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $3.413M (+225.9%) Shares 64,575 (+186.2%) Est. Cost Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value $4.761M (+98.2%) Shares 21,343 (+51.9%) Est. Cost Unrealized
SYY SYSCO CORP COM 0.0%
Value $15.09M (+18.4%) Shares 180,570 (+1.0%) Est. Cost Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value $53.53M (+4.5%) Shares 1,688,134 (+1.1%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $3.197M (+258.4%) Shares 27,400 (+349.2%) Est. Cost Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value $3.256M (+239.5%) Shares 37,447 (+57.4%) Est. Cost Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $18.72M (-10.9%) Shares 78,324 (+5.8%) Est. Cost Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value $6.742M (+51.3%) Shares 62,463 (+36.9%) Est. Cost Unrealized
ZION ZIONS BANCORPORATION NATL ASSN COM 0.0%
Value $12.92M (+21.5%) Shares 186,689 (+1.2%) Est. Cost Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value $2.8M (+438.9%) Shares 51,049 (+172.4%) Est. Cost Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $5.18M (+78.3%) Shares 52,044 (+38.8%) Est. Cost Unrealized
CUBE CUBESMART COM 0.0%
Value $3.163M (+255.5%) Shares 79,533 (+227.5%) Est. Cost Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $6.822M (+49.7%) Shares 50,166 (+1.3%) Est. Cost Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $16.83M (+15.5%) Shares 164,716 (+1.2%) Est. Cost Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $16.85M (+15.3%) Shares 395,612 (+9.5%) Est. Cost Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value $2.465M (+908.3%) Shares 24,378 (+866.6%) Est. Cost Unrealized
ILMN ILLUMINA INC COM 0.0%
Value $6.448M (+52.5%) Shares 36,671 (+6.9%) Est. Cost Unrealized
SGDM SPROTT GOLD MINERS ETF 0.0%
Value $12.02M (-15.5%) Shares 191,179 (+1.4%) Est. Cost Unrealized
ROST ROSS STORES INC COM 0.0%
Value $30.89M (+7.7%) Shares 145,127 (+9.6%) Est. Cost Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $4.101M (+113.2%) Shares 49,635 (+951.8%) Est. Cost Unrealized
NVR NVR INC COM 0.0%
Value $2.946M (+270.9%) Shares 432 (+257.0%) Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $15.72M (+15.9%) Shares 96,483 (+1.8%) Est. Cost Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value $20.45M (+11.7%) Shares 509,621 (+3.6%) Est. Cost Unrealized
TGT TARGET CORP COM 0.0%
Value $22.87M (+10.2%) Shares 175,093 (+2.3%) Est. Cost Unrealized
EXP EAGLE MATLS INC COM 0.0%
Value $8.235M (+34.2%) Shares 36,599 (+13.0%) Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $3.851M (+119.4%) Shares 40,911 (+65.6%) Est. Cost Unrealized
ROL ROLLINS INC COM 0.0%
Value $16.91M (-11.0%) Shares 405,096 (+13.9%) Est. Cost Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $32.15M (+6.9%) Shares 333,976 (+4.7%) Est. Cost Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $10.92M (-15.9%) Shares 111,129 (+2.8%) Est. Cost Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value $4.982M (+70.4%) Shares 26,910 (+44.8%) Est. Cost Unrealized
EOG EOG RES INC COM 0.2%
Value $111M (-1.8%) Shares 854,200 (+9.4%) Est. Cost Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $4.293M (+91.9%) Shares 29,366 (+129.2%) Est. Cost Unrealized
PLD PROLOGIS INC. COM 0.0%
Value $12.74M (+19.1%) Shares 94,053 (+16.2%) Est. Cost Unrealized
HPQ HP INC COM 0.0%
Value $14.39M (+16.6%) Shares 656,048 (+2.1%) Est. Cost Unrealized
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value $3.051M (+200.5%) Shares 16,289 (+56.1%) Est. Cost Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value $9.858M (+26.0%) Shares 125,946 (+4.0%) Est. Cost Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $3.152M (+178.1%) Shares 18,914 (+146.2%) Est. Cost Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value $55.84M (+3.7%) Shares 1,104,176 (+3.8%) Est. Cost Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value $3.527M (+131.3%) Shares 96,561 (+113.8%) Est. Cost Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value $27.03M (+7.9%) Shares 1,070,569 (+8.2%) Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $6.465M (+43.5%) Shares 67,260 (+8.2%) Est. Cost Unrealized
ZALT INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY 0.0%
Value $26.68M (+7.7%) Shares 787,692 (+3.2%) Est. Cost Unrealized
NTNX NUTANIX INC CL A 0.0%
Value $4.838M (+64.5%) Shares 94,943 (+22.7%) Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $20.15M (+10.2%) Shares 95,054 (+1.9%) Est. Cost Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $26.22M (+7.6%) Shares 578,365 (+8.9%) Est. Cost Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $50.27M (+3.8%) Shares 1,895,527 (+2.6%) Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $5.363M (-25.6%) Shares 169,667 (+6.7%) Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $18.43M (-9.1%) Shares 63,430 (+8.0%) Est. Cost Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value $3.946M (+87.3%) Shares 24,933 (+51.2%) Est. Cost Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value $9.388M (+24.0%) Shares 62,198 (+14.8%) Est. Cost Unrealized
FFIV F5 INC COM 0.0%
Value $3.193M (+127.5%) Shares 7,677 (+58.3%) Est. Cost Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $11.1M (+19.0%) Shares 43,371 (+7.4%) Est. Cost Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value $2.922M (+151.6%) Shares 22,638 (+108.0%) Est. Cost Unrealized
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value $3.418M (+105.4%) Shares 63,403 (+102.4%) Est. Cost Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value $113M (+1.6%) Shares 4,966,997 (+2.1%) Est. Cost Unrealized
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value $3.339M (+108.7%) Shares 75,838 (+93.6%) Est. Cost Unrealized
MKSI MKS INC. COM 0.0%
Value $3.034M (+134.3%) Shares 6,821 (+20.8%) Est. Cost Unrealized
TXXI BONDBLOXX IRM TAX-AWARE INTERMEDIATE DURATION ETF 0.0%
Value $4.616M (+60.4%) Shares 90,783 (+58.3%) Est. Cost Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value $1.92M (+839.4%) Shares 67,170 (+621.2%) Est. Cost Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value $3.443M (+98.7%) Shares 100,457 (+94.0%) Est. Cost Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value $13.92M (+14.0%) Shares 545,914 (+10.7%) Est. Cost Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $5.128M (-24.9%) Shares 187,424 (+14.3%) Est. Cost Unrealized
CGCB CAPITAL GROUP CORE BOND ETF 0.1%
Value $40.75M (+4.3%) Shares 1,556,633 (+4.7%) Est. Cost Unrealized
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value $3.589M (+87.8%) Shares 10,615 (+47.3%) Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $5.894M (+39.7%) Shares 17,836 (+28.5%) Est. Cost Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $15.53M (+12.0%) Shares 99,362 (+8.5%) Est. Cost Unrealized
ALKS ALKERMES PLC SHS 0.0%
Value $2.215M (+296.8%) Shares 42,278 (+167.7%) Est. Cost Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.0%
Value $3.471M (+90.8%) Shares 31,453 (+90.9%) Est. Cost Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value $2.723M (+151.5%) Shares 44,667 (+120.6%) Est. Cost Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value $6.952M (+30.8%) Shares 76,571 (+13.9%) Est. Cost Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value $1.933M (+522.1%) Shares 32,451 (+359.3%) Est. Cost Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value $13.67M (+13.4%) Shares 222,389 (+2.4%) Est. Cost Unrealized
TENB TENABLE HLDGS INC COM 0.0%
Value $2.115M (+314.3%) Shares 57,350 (+90.0%) Est. Cost Unrealized
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND 0.0%
Value $10.55M (+17.9%) Shares 228,542 (+3.0%) Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $16.41M (+10.8%) Shares 60,677 (+6.6%) Est. Cost Unrealized
ORCL ORACLE CORP COM 0.1%
Value $62.73M (+2.6%) Shares 428,059 (+3.0%) Est. Cost Unrealized
SO SOUTHERN CO COM 0.0%
Value $31.19M (+5.4%) Shares 325,851 (+6.3%) Est. Cost Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $10.63M (+17.3%) Shares 131,020 (+17.0%) Est. Cost Unrealized
FNB F N B CORP COM 0.0%
Value $7.487M (+26.4%) Shares 392,426 (+10.8%) Est. Cost Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value $4.093M (+61.7%) Shares 45,312 (+49.6%) Est. Cost Unrealized
AMKR AMKOR TECHNOLOGY INC COM 0.0%
Value $3.014M (+106.0%) Shares 34,951 (+7.5%) Est. Cost Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value $21.79M (+7.5%) Shares 378,084 (+6.1%) Est. Cost Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $2.223M (+216.2%) Shares 25,012 (+194.9%) Est. Cost Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value $45.22M (+3.4%) Shares 2,028,738 (+3.7%) Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $24.67M (-5.7%) Shares 138,418 (+2126.4%) Est. Cost Unrealized
MMSI MERIT MED SYS INC COM 0.0%
Value $1.885M (+387.5%) Shares 27,185 (+384.7%) Est. Cost Unrealized
KN KNOWLES CORP COM 0.0%
Value $1.737M (+626.5%) Shares 41,867 (+349.7%) Est. Cost Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $9.645M (+18.3%) Shares 493,966 (+18.3%) Est. Cost Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $6.5M (+29.7%) Shares 60,308 (+8.4%) Est. Cost Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value $2.596M (+132.3%) Shares 18,258 (+252.7%) Est. Cost Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value $20.97M (+7.5%) Shares 411,148 (+7.5%) Est. Cost Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $2.789M (+110.7%) Shares 73,206 (+97.4%) Est. Cost Unrealized
GDDY GODADDY INC CL A 0.0%
Value $2.298M (+171.7%) Shares 27,076 (+164.6%) Est. Cost Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $8.212M (+21.5%) Shares 235,985 (+29.9%) Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $4.075M (+53.8%) Shares 2,948 (+21.7%) Est. Cost Unrealized
HRB BLOCK H & R INC COM 0.0%
Value $1.856M (+329.0%) Shares 48,741 (+257.5%) Est. Cost Unrealized
CSW CSW INDUSTRIALS INC COM 0.0%
Value $1.945M (+262.0%) Shares 6,990 (+239.0%) Est. Cost Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $20.09M (+7.5%) Shares 417,548 (+4.4%) Est. Cost Unrealized
ENTG ENTEGRIS INC COM 0.0%
Value $3.678M (+61.3%) Shares 20,448 (+5.1%) Est. Cost Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value $2.53M (+122.1%) Shares 300,511 (+6.5%) Est. Cost Unrealized
MAS MASCO CORP COM 0.0%
Value $5.076M (+37.4%) Shares 62,380 (+1.9%) Est. Cost Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value $2.648M (+108.2%) Shares 10,988 (+63.3%) Est. Cost Unrealized
DIOD DIODES INC COM 0.0%
Value $1.712M (+402.8%) Shares 15,645 (+213.5%) Est. Cost Unrealized
VICR VICOR CORP COM 0.0%
Value $1.692M (+418.0%) Shares 4,454 (+119.2%) Est. Cost Unrealized
BIIB BIOGEN INC COM 0.0%
Value $4.944M (+37.7%) Shares 22,885 (+16.9%) Est. Cost Unrealized
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value $1.64M (+461.7%) Shares 15,941 (+159.4%) Est. Cost Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value $3.801M (+54.6%) Shares 26,311 (+7.0%) Est. Cost Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value $2.375M (+129.7%) Shares 30,501 (+69.8%) Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $8.512M (+18.7%) Shares 48,425 (+33.5%) Est. Cost Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $3.298M (+68.2%) Shares 39,795 (+71.7%) Est. Cost Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value $6.252M (+27.1%) Shares 32,353 (+8.6%) Est. Cost Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value $36.62M (+3.8%) Shares 1,512,130 (+3.9%) Est. Cost Unrealized
STRV STRIVE 500 ETF 0.0%
Value $4.621M (+40.4%) Shares 95,666 (+22.0%) Est. Cost Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $4.704M (+39.3%) Shares 27,058 (+11.8%) Est. Cost Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value $2.428M (+117.3%) Shares 55,299 (+83.0%) Est. Cost Unrealized
AAON AAON INC COM PAR $0.004 0.0%
Value $3.201M (+69.4%) Shares 25,232 (+10.5%) Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $6.773M (+23.9%) Shares 50,992 (+6.3%) Est. Cost Unrealized
SITM SITIME CORP COM 0.0%
Value $1.904M (+215.7%) Shares 2,554 (+46.2%) Est. Cost Unrealized
RDN RADIAN GROUP INC COM 0.0%
Value $1.562M (+485.8%) Shares 41,456 (+414.4%) Est. Cost Unrealized
VOLT TEMA ELECTRIFICATION ETF 0.0%
Value $3.739M (+53.0%) Shares 89,246 (+25.0%) Est. Cost Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $9.86M (+15.1%) Shares 62,824 (+1.4%) Est. Cost Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $1.565M (+455.7%) Shares 148,103 (+421.5%) Est. Cost Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value $5.156M (+33.0%) Shares 13,829 (+15.1%) Est. Cost Unrealized
CPB THE CAMPBELLS COMPANY COM 0.0%
Value $1.978M (+180.5%) Shares 88,815 (+180.5%) Est. Cost Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $3.457M (+58.1%) Shares 145,824 (+27.8%) Est. Cost Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $3.781M (+50.3%) Shares 2,839 (+30.8%) Est. Cost Unrealized
S SENTINELONE INC CL A 0.0%
Value $2.928M (+75.8%) Shares 172,511 (+33.4%) Est. Cost Unrealized
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value $1.572M (+381.0%) Shares 155,345 (+281.6%) Est. Cost Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value $5.879M (+26.7%) Shares 17,737 (+10.0%) Est. Cost Unrealized
CVLT COMMVAULT SYS INC COM 0.0%
Value $1.639M (+307.4%) Shares 11,567 (+123.9%) Est. Cost Unrealized
SERV SERVE ROBOTICS INC COM 0.0%
Value $5.188M (-19.2%) Shares 788,465 (+3.6%) Est. Cost Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value $5.568M (+28.5%) Shares 299,736 (+29.1%) Est. Cost Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $2.752M (+80.7%) Shares 12,205 (+80.0%) Est. Cost Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $5.841M (+26.6%) Shares 49,414 (+23.0%) Est. Cost Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $8.109M (+17.8%) Shares 131,298 (+11.5%) Est. Cost Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value $5.948M (+25.8%) Shares 114,112 (+8.7%) Est. Cost Unrealized
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value $2.144M (+131.5%) Shares 63,961 (+92.8%) Est. Cost Unrealized
GL GLOBE LIFE INC COM 0.0%
Value $4.181M (+40.8%) Shares 23,399 (+9.7%) Est. Cost Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value $1.918M (+171.1%) Shares 48,812 (+79.3%) Est. Cost Unrealized
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $2.591M (+87.1%) Shares 50,977 (+83.9%) Est. Cost Unrealized
MDB MONGODB INC CL A 0.0%
Value $3.841M (+45.6%) Shares 11,435 (+6.1%) Est. Cost Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value $1.918M (+165.5%) Shares 45,703 (+35.9%) Est. Cost Unrealized
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.0%
Value $4.693M (+34.1%) Shares 84,458 (+20.8%) Est. Cost Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value $6.801M (+21.2%) Shares 28,823 (+1.4%) Est. Cost Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value $8.691M (+15.7%) Shares 23,300 (+14.8%) Est. Cost Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $4.44M (+36.0%) Shares 240,892 (+26.5%) Est. Cost Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $17.55M (+7.2%) Shares 109,771 (+4.2%) Est. Cost Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value $3.26M (+56.1%) Shares 340,258 (+29.4%) Est. Cost Unrealized
PCTY PAYLOCITY HLDG CORP COM 0.0%
Value $2.627M (+79.8%) Shares 25,131 (+85.9%) Est. Cost Unrealized
LQD ISHARES GS CORP BONDS 0.0%
Value $32.67M (+3.7%) Shares 299,492 (+3.6%) Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $3.492M (+49.9%) Shares 66,320 (+129.3%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value $104M (-1.1%) Shares 893,038 (+24.0%) Est. Cost Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value $8.184M (+16.5%) Shares 34,449 (+3.6%) Est. Cost Unrealized
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $12M (+10.6%) Shares 331,228 (+2.8%) Est. Cost Unrealized
FPS FORGENT POWER SOLUTIONS INC COM SHS CL A 0.0%
Value $1.441M (+389.6%) Shares 25,793 (+156.6%) Est. Cost Unrealized
NEU NEWMARKET CORP COM 0.0%
Value $1.545M (+284.6%) Shares 1,952 (+211.3%) Est. Cost Unrealized
XYL XYLEM INC COM 0.0%
Value $7.089M (+19.2%) Shares 59,973 (+20.5%) Est. Cost Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value $4.383M (+35.2%) Shares 43,875 (+25.2%) Est. Cost Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $1.955M (+139.9%) Shares 22,419 (+170.7%) Est. Cost Unrealized
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $11.96M (+10.4%) Shares 550,103 (+10.1%) Est. Cost Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $14.1M (+8.7%) Shares 231,892 (+1.2%) Est. Cost Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value $2.681M (+72.6%) Shares 12,519 (+39.7%) Est. Cost Unrealized
BHP BHP BILLITON LIMITED SPONSORED ADS 0.0%
Value $2.613M (+75.8%) Shares 31,364 (+53.5%) Est. Cost Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value $15.49M (+7.8%) Shares 380,508 (+4.0%) Est. Cost Unrealized
SAIA SAIA INC COM 0.0%
Value $2.062M (+119.3%) Shares 4,895 (+82.9%) Est. Cost Unrealized
GH GUARDANT HEALTH INC COM 0.0%
Value $1.864M (+150.9%) Shares 12,421 (+54.4%) Est. Cost Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value $3.752M (+42.0%) Shares 135,697 (+22.6%) Est. Cost Unrealized
MLI MUELLER INDS INC COM 0.0%
Value $5.926M (+23.1%) Shares 48,207 (+10.9%) Est. Cost Unrealized
HUBB HUBBELL INC COM 0.0%
Value $6.949M (+19.0%) Shares 13,282 (+11.6%) Est. Cost Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value $6.61M (+19.9%) Shares 34,209 (+5.8%) Est. Cost Unrealized
ZMUN F/M ULTRASHORT TAX-FREE MUNICIPAL ETF 0.0%
Value $2.094M (+109.0%) Shares 41,784 (+108.9%) Est. Cost Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $4.197M (+35.0%) Shares 44,214 (+32.7%) Est. Cost Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $2.622M (+70.0%) Shares 7,305 (+18.7%) Est. Cost Unrealized
TRP TC ENERGY CORP COM 0.0%
Value $2.432M (+79.4%) Shares 36,684 (+69.4%) Est. Cost Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value $2.28M (+89.2%) Shares 27,958 (+6.3%) Est. Cost Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value $9.401M (+12.8%) Shares 63,636 (+1.2%) Est. Cost Unrealized
LINE LINEAGE INC COM 0.0%
Value $1.744M (+156.1%) Shares 40,326 (+94.0%) Est. Cost Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1.828M (+138.4%) Shares 46,925 (+163.5%) Est. Cost Unrealized
AMT AMERICAN TOWER CORP COM 0.1%
Value $41.82M (-2.5%) Shares 255,660 (+2.9%) Est. Cost Unrealized
GM GENERAL MTRS CO COM 0.0%
Value $12.61M (+9.2%) Shares 163,656 (+5.5%) Est. Cost Unrealized
QTWO Q2 HLDGS INC COM 0.0%
Value $1.485M (+246.5%) Shares 30,875 (+240.7%) Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value $67.15M (+1.6%) Shares 729,197 (+1.8%) Est. Cost Unrealized
CCJ CAMECO CORP COM 0.0%
Value $4.376M (+31.6%) Shares 42,956 (+40.3%) Est. Cost Unrealized
LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK 0.0%
Value $1.289M (+421.8%) Shares 31,551 (+244.1%) Est. Cost Unrealized
NOVT NOVANTA INC COM 0.0%
Value $2.428M (+75.1%) Shares 14,963 (+27.5%) Est. Cost Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $2.678M (+63.4%) Shares 16,194 (+6.0%) Est. Cost Unrealized
AFG AMERICAN FINANCIAL GROUP INC COM 0.0%
Value $1.684M (+161.4%) Shares 12,030 (+138.5%) Est. Cost Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value $4.459M (+30.1%) Shares 267,860 (+30.7%) Est. Cost Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $22.98M (+4.7%) Shares 406,844 (+5.1%) Est. Cost Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value $7.724M (+15.2%) Shares 69,816 (+17.9%) Est. Cost Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value $1.144M (+765.2%) Shares 41,788 (+290.5%) Est. Cost Unrealized
COMP COMPASS INC CL A 0.0%
Value $2.139M (+89.7%) Shares 173,464 (+12.4%) Est. Cost Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value $11.65M (+9.5%) Shares 534,289 (+9.9%) Est. Cost Unrealized
PBF PBF ENERGY INC CL A 0.0%
Value $1.591M (+167.8%) Shares 34,945 (+180.3%) Est. Cost Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value $9.319M (+11.9%) Shares 248,434 (+7.0%) Est. Cost Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $3.037M (+48.1%) Shares 10,023 (+16.2%) Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $5.511M (+21.5%) Shares 60,926 (+7.6%) Est. Cost Unrealized
TVTX TRAVERE THERAPEUTICS INC COM 0.0%
Value $1.627M (+149.6%) Shares 28,636 (+30.5%) Est. Cost Unrealized
ECG EVERUS CONSTR GROUP COM 0.0%
Value $2.897M (+49.8%) Shares 17,458 (+6.5%) Est. Cost Unrealized
BXP BXP INC COM 0.0%
Value $1.263M (+311.8%) Shares 19,042 (+222.4%) Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $4.365M (+28.0%) Shares 144,537 (+10.7%) Est. Cost Unrealized
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value $1.204M (+376.7%) Shares 36,224 (+334.3%) Est. Cost Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value $6.095M (-13.5%) Shares 151,509 (+2.7%) Est. Cost Unrealized
CNX CNX RES CORP COM 0.0%
Value $28.6M (-3.2%) Shares 843,007 (+10.0%) Est. Cost Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $6.871M (+16.0%) Shares 129,223 (+16.1%) Est. Cost Unrealized
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value $1.382M (+217.1%) Shares 7,389 (+65.1%) Est. Cost Unrealized
MOG/A MOOG INC CL A 0.0%
Value $2.44M (+63.2%) Shares 5,758 (+12.7%) Est. Cost Unrealized
PPG PPG INDS INC COM 0.0%
Value $6.568M (+16.8%) Shares 54,150 (+2.9%) Est. Cost Unrealized
ARMK ARAMARK COM 0.0%
Value $3.073M (+44.2%) Shares 54,000 (+2.7%) Est. Cost Unrealized
FROG JFROG LTD ORD SHS 0.0%
Value $1.585M (+146.1%) Shares 17,446 (+27.1%) Est. Cost Unrealized
SLM SLM CORP COM 0.0%
Value $1.868M (+101.3%) Shares 72,001 (+66.1%) Est. Cost Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $4.115M (+29.3%) Shares 33,336 (+11.3%) Est. Cost Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $10.21M (+10.0%) Shares 36,472 (+4.9%) Est. Cost Unrealized
ATI ATI INC COM 0.0%
Value $2.115M (+78.2%) Shares 10,731 (+31.5%) Est. Cost Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value $1.878M (+97.4%) Shares 75,642 (+98.2%) Est. Cost Unrealized
GNTX GENTEX CORP COM 0.0%
Value $3.952M (+30.2%) Shares 156,395 (+12.6%) Est. Cost Unrealized
OSCR OSCAR HEALTH INC CL A 0.0%
Value $1.425M (+175.3%) Shares 49,965 (+10.7%) Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $5.668M (-13.8%) Shares 116,690 (+15.4%) Est. Cost Unrealized
GTLB GITLAB INC CLASS A COM 0.0%
Value $2.22M (+68.7%) Shares 72,701 (+19.5%) Est. Cost Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $3.216M (+39.0%) Shares 36,296 (+19.4%) Est. Cost Unrealized
SCMB SCHWAB MUNICIPAL BOND ETF 0.0%
Value $2.962M (+43.6%) Shares 114,711 (+41.7%) Est. Cost Unrealized
OKTA OKTA INC CL A 0.0%
Value $1.569M (+133.2%) Shares 11,501 (+34.5%) Est. Cost Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value $2.011M (+76.2%) Shares 24,014 (+7.7%) Est. Cost Unrealized
TREX TREX INC COM 0.0%
Value $2.151M (+67.0%) Shares 42,985 (+21.6%) Est. Cost Unrealized
NDSN NORDSON CORP COM 0.0%
Value $2.483M (+52.0%) Shares 8,232 (+34.0%) Est. Cost Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value $5.228M (+19.4%) Shares 75,067 (+6.9%) Est. Cost Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $4.682M (+22.1%) Shares 25,687 (+6.1%) Est. Cost Unrealized
SN SHARKNINJA INC COM SHS 0.0%
Value $1.61M (+109.9%) Shares 10,570 (+46.0%) Est. Cost Unrealized
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $3.537M (+31.3%) Shares 14,426 (+7.0%) Est. Cost Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $13.4M (+6.7%) Shares 162,894 (+1.7%) Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $5.503M (+17.9%) Shares 310,393 (+4.0%) Est. Cost Unrealized
RKLB ROCKET LAB CORP COM 0.0%
Value $1.937M (+75.4%) Shares 19,056 (+10.8%) Est. Cost Unrealized
DCI DONALDSON INC COM 0.0%
Value $1.307M (+174.5%) Shares 14,557 (+159.6%) Est. Cost Unrealized
EQBK EQUITY BANCSHARES INC COM CL A 0.0%
Value $1.611M (+106.1%) Shares 32,891 (+86.9%) Est. Cost Unrealized
CATY CATHAY GEN BANCORP COM 0.0%
Value $2.135M (+63.3%) Shares 34,441 (+31.3%) Est. Cost Unrealized
WDFC WD 40 CO COM 0.0%
Value $2.41M (+51.9%) Shares 9,893 (+27.1%) Est. Cost Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value $1.158M (+244.5%) Shares 16,131 (+143.0%) Est. Cost Unrealized
LEA LEAR CORP COM NEW 0.0%
Value $5.212M (+18.5%) Shares 38,876 (+7.0%) Est. Cost Unrealized
HLIO HELIOS TECHNOLOGIES INC COM 0.0%
Value $1.979M (+69.7%) Shares 22,174 (+23.1%) Est. Cost Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value $12.99M (+6.7%) Shares 78,684 (+18.3%) Est. Cost Unrealized
VCEL VERICEL CORP COM 0.0%
Value $1.723M (+88.6%) Shares 38,718 (+36.4%) Est. Cost Unrealized
PFGC PERFORMANCE FOOD GROUP CO COM 0.0%
Value $2.149M (+60.3%) Shares 19,228 (+22.8%) Est. Cost Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value $3.358M (+31.5%) Shares 817,056 (+5.9%) Est. Cost Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value $4.134M (+24.1%) Shares 55,567 (+15.8%) Est. Cost Unrealized
DVA DAVITA INC COM 0.0%
Value $1.617M (+96.7%) Shares 7,266 (+35.9%) Est. Cost Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value $1.405M (+129.9%) Shares 19,334 (+121.5%) Est. Cost Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value $4.307M (+22.6%) Shares 240,907 (+21.7%) Est. Cost Unrealized
BRKR BRUKER CORP COM 0.0%
Value $1.551M (+103.1%) Shares 25,774 (+21.9%) Est. Cost Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value $1.307M (+149.5%) Shares 67,669 (+81.3%) Est. Cost Unrealized
NI NISOURCE INC COM 0.0%
Value $3.986M (+24.4%) Shares 83,827 (+22.1%) Est. Cost Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value $5.456M (+16.7%) Shares 71,320 (+18.4%) Est. Cost Unrealized
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value $920K (+549.0%) Shares 58,556 (+373.1%) Est. Cost Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value $1.118M (+226.2%) Shares 70,966 (+195.1%) Est. Cost Unrealized
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value $19.5M (+4.1%) Shares 738,981 (+3.7%) Est. Cost Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value $3.587M (+27.4%) Shares 67,261 (+14.7%) Est. Cost Unrealized
W WAYFAIR INC CL A 0.0%
Value $1.142M (+201.7%) Shares 12,352 (+145.5%) Est. Cost Unrealized
PB PROSPERITY BANCSHARES INC COM 0.0%
Value $3.371M (+29.1%) Shares 46,156 (+18.8%) Est. Cost Unrealized
AES AES CORP COM 0.0%
Value $3.213M (+30.8%) Shares 219,184 (+25.7%) Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $5.296M (+16.6%) Shares 25,708 (+11.0%) Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $1.937M (+63.7%) Shares 20,491 (+7.2%) Est. Cost Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value $2.729M (+38.1%) Shares 22,472 (+13.8%) Est. Cost Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value $2.412M (+45.2%) Shares 55,863 (+42.1%) Est. Cost Unrealized
ASB ASSOCIATED BANC-CORP COM 0.0%
Value $1.413M (+113.3%) Shares 45,914 (+79.3%) Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value $63.45M (-1.2%) Shares 501,296 (+2.2%) Est. Cost Unrealized
FHB FIRST HAWAIIAN INC COM 0.0%
Value $1.287M (+133.8%) Shares 43,932 (+96.6%) Est. Cost Unrealized
INVH INVITATION HOMES INC COM 0.0%
Value $1.659M (+79.1%) Shares 54,919 (+47.4%) Est. Cost Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value $1.244M (+143.1%) Shares 48,501 (+143.0%) Est. Cost Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $32.23M (+2.3%) Shares 628,294 (+2.2%) Est. Cost Unrealized
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value $2.421M (+43.1%) Shares 32,402 (+21.8%) Est. Cost Unrealized
QNST QUINSTREET INC COM 0.0%
Value $2.795M (+35.1%) Shares 190,798 (+10.8%) Est. Cost Unrealized
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value $1.283M (+129.8%) Shares 50,479 (+130.0%) Est. Cost Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $12.33M (+6.2%) Shares 404,432 (+5.6%) Est. Cost Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value $3.659M (+24.4%) Shares 77,175 (+24.8%) Est. Cost Unrealized
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value $4.455M (+19.1%) Shares 40,833 (+3.2%) Est. Cost Unrealized
IVZ INVESCO LTD SHS 0.0%
Value $3.059M (+30.5%) Shares 115,897 (+20.0%) Est. Cost Unrealized
ULS UL SOLUTIONS INC CLASS A COM SHS 0.0%
Value $1.458M (+95.8%) Shares 14,310 (+64.7%) Est. Cost Unrealized
ONB OLD NATL BANCORP IND COM 0.0%
Value $3.077M (+30.1%) Shares 118,789 (+11.0%) Est. Cost Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $2.737M (+34.9%) Shares 67,552 (+14.7%) Est. Cost Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value $2.085M (+50.8%) Shares 25,239 (+38.0%) Est. Cost Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $854K (+454.6%) Shares 39,959 (+290.3%) Est. Cost Unrealized
ACIW ACI WORLDWIDE INC COM 0.0%
Value $2.381M (+41.2%) Shares 47,337 (+15.1%) Est. Cost Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value $5.443M (+14.5%) Shares 143,378 (+3.8%) Est. Cost Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.0%
Value $3.185M (+27.6%) Shares 88,333 (+10.9%) Est. Cost Unrealized
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF 0.0%
Value $1.28M (+116.3%) Shares 50,029 (+115.9%) Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $11.36M (+6.4%) Shares 68,177 (+10.7%) Est. Cost Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value $3.104M (+28.1%) Shares 57,081 (+33.1%) Est. Cost Unrealized
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $11.67M (+6.2%) Shares 522,332 (+6.3%) Est. Cost Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value $1.171M (+137.3%) Shares 15,634 (+9.5%) Est. Cost Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value $6.163M (-9.9%) Shares 161,221 (+5.2%) Est. Cost Unrealized
CNS COHEN & STEERS INC COM 0.0%
Value $1.81M (+59.3%) Shares 23,776 (+30.8%) Est. Cost Unrealized
RAL RALLIANT CORP COM 0.0%
Value $1.316M (+102.2%) Shares 17,872 (+14.2%) Est. Cost Unrealized
SARO STANDARDAERO INC COM 0.0%
Value $2.075M (+47.0%) Shares 69,384 (+27.0%) Est. Cost Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value $1.193M (+124.8%) Shares 13,908 (+34.8%) Est. Cost Unrealized
LNTH LANTHEUS HLDGS INC COM 0.0%
Value $2.032M (+48.2%) Shares 18,320 (+1.3%) Est. Cost Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value $1.868M (+54.7%) Shares 21,811 (+23.6%) Est. Cost Unrealized
AN AUTONATION INC COM 0.0%
Value $1.979M (+49.7%) Shares 10,650 (+57.4%) Est. Cost Unrealized
EGP EASTGROUP PPTYS INC COM 0.0%
Value $2.905M (+29.2%) Shares 14,344 (+18.0%) Est. Cost Unrealized
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.0%
Value $1.299M (+100.4%) Shares 15,760 (+8.1%) Est. Cost Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value $12.24M (+5.6%) Shares 1,552,780 (+1.0%) Est. Cost Unrealized
TDC TERADATA CORP DEL COM 0.0%
Value $1.029M (+170.7%) Shares 29,686 (+100.2%) Est. Cost Unrealized
RARE ULTRAGENYX PHARMACEUTICAL INC COM 0.0%
Value $1.073M (+151.1%) Shares 32,122 (+57.5%) Est. Cost Unrealized
UDR UDR INC COM 0.0%
Value $1.582M (+68.8%) Shares 39,634 (+42.8%) Est. Cost Unrealized
MBB ISHARES MBS ETF 0.0%
Value $6.462M (+11.0%) Shares 68,371 (+11.5%) Est. Cost Unrealized
DY DYCOM INDS INC COM 0.0%
Value $1.346M (+89.9%) Shares 2,663 (+27.2%) Est. Cost Unrealized
RYTM RHYTHM PHARMACEUTICALS INC COM 0.0%
Value $2.214M (+40.3%) Shares 19,945 (+9.9%) Est. Cost Unrealized
SPSC SPS COMM INC COM 0.0%
Value $1.239M (+102.9%) Shares 21,677 (+97.6%) Est. Cost Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $5.339M (+13.3%) Shares 36,747 (+2.3%) Est. Cost Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value $3.23M (+24.0%) Shares 22,115 (+24.1%) Est. Cost Unrealized
SLG SL GREEN RLTY CORP COM 0.0%
Value $1.529M (+68.7%) Shares 29,537 (+20.4%) Est. Cost Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value $6.259M (+10.9%) Shares 71,182 (+5.7%) Est. Cost Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS 0.0%
Value $1.58M (+63.8%) Shares 74,856 (+45.1%) Est. Cost Unrealized
YETI YETI HLDGS INC COM 0.0%
Value $1.904M (+47.2%) Shares 38,426 (+8.7%) Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $3.494M (+21.1%) Shares 11,003 (+5.0%) Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $973K (+167.3%) Shares 53,829 (+58.8%) Est. Cost Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value $1.23M (+97.8%) Shares 140,622 (+106.4%) Est. Cost Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value $1.797M (+51.1%) Shares 40,451 (+61.3%) Est. Cost Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $2.506M (+32.0%) Shares 20,717 (+19.5%) Est. Cost Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value $4.499M (+15.6%) Shares 86,666 (+15.4%) Est. Cost Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $905K (+202.4%) Shares 27,204 (+114.6%) Est. Cost Unrealized
COO COOPER COS INC COM 0.0%
Value $2.093M (+40.7%) Shares 29,189 (+40.2%) Est. Cost Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $4.852M (-11.1%) Shares 142,918 (+2.1%) Est. Cost Unrealized
MHK MOHAWK INDS INC COM 0.0%
Value $2.819M (+27.2%) Shares 23,235 (+3.2%) Est. Cost Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value $1.939M (+44.9%) Shares 26,602 (+8.5%) Est. Cost Unrealized
PTGX PROTAGONIST THERAPEUTICS INC COM 0.0%
Value $799K (+298.8%) Shares 6,522 (+242.9%) Est. Cost Unrealized
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value $998K (+147.5%) Shares 28,851 (+110.6%) Est. Cost Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $4.77M (+14.2%) Shares 96,274 (+6.6%) Est. Cost Unrealized
FNF FIDELITY NATL FINL INC COM SHS 0.0%
Value $6.937M (+9.3%) Shares 147,098 (+7.5%) Est. Cost Unrealized
KGS KODIAK GAS SVCS INC COM 0.0%
Value $1.423M (+70.2%) Shares 18,938 (+32.1%) Est. Cost Unrealized
FELE FRANKLIN ELEC INC COM 0.0%
Value $3.302M (+21.5%) Shares 30,808 (+4.5%) Est. Cost Unrealized
IEX IDEX CORP COM 0.0%
Value $2.87M (+25.5%) Shares 12,645 (+4.8%) Est. Cost Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $1.209M (+92.6%) Shares 8,985 (+56.5%) Est. Cost Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value $1.702M (+51.8%) Shares 86,461 (+22.8%) Est. Cost Unrealized
PXH INVESCO RAFI EMERGING MARKETS ETF 0.0%
Value $11.39M (+5.4%) Shares 408,545 (+1.7%) Est. Cost Unrealized
FLCO FRANKLIN INVESTMENT GRADE CORPORATE ETF 0.0%
Value $8.154M (+7.7%) Shares 380,295 (+7.6%) Est. Cost Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $29.29M (-1.9%) Shares 131,418 (+1.1%) Est. Cost Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value $1.918M (+42.7%) Shares 4,212 (+6.4%) Est. Cost Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value $3.106M (+22.7%) Shares 67,296 (+22.8%) Est. Cost Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value $1.014M (+130.0%) Shares 10,511 (+92.1%) Est. Cost Unrealized
JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF 0.0%
Value $12.18M (+4.9%) Shares 168,438 (+3.4%) Est. Cost Unrealized
CNO CNO FINL GROUP INC COM 0.0%
Value $1.02M (+127.3%) Shares 20,007 (+83.0%) Est. Cost Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value $1.777M (+47.0%) Shares 88,113 (+23.8%) Est. Cost Unrealized
PODD INSULET CORP COM 0.0%
Value $2.526M (+28.8%) Shares 16,593 (+77.5%) Est. Cost Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value $1.317M (+74.5%) Shares 22,194 (+49.3%) Est. Cost Unrealized
CIFR CIPHER DIGITAL INC COM 0.0%
Value $817K (+221.2%) Shares 33,327 (+68.8%) Est. Cost Unrealized
MOS MOSAIC CO COM 0.0%
Value $2.601M (+27.5%) Shares 122,728 (+53.5%) Est. Cost Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $1.271M (+79.0%) Shares 95,698 (+8.3%) Est. Cost Unrealized
ENB ENBRIDGE INC COM 0.0%
Value $20.46M (+2.8%) Shares 377,469 (+2.7%) Est. Cost Unrealized
KEX KIRBY CORP COM 0.0%
Value $2.382M (+30.6%) Shares 17,519 (+27.7%) Est. Cost Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $8.405M (+7.1%) Shares 43,180 (+12.5%) Est. Cost Unrealized
DOX AMDOCS LTD SHS 0.0%
Value $2.643M (-17.3%) Shares 52,300 (+6.8%) Est. Cost Unrealized
USAR USA RARE EARTH INC COM 0.0%
Value $1.252M (+78.8%) Shares 58,038 (+25.4%) Est. Cost Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $2.656M (+26.2%) Shares 52,886 (+25.5%) Est. Cost Unrealized
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value $1.17M (+88.5%) Shares 10,092 (+116.5%) Est. Cost Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value $1.489M (+58.5%) Shares 20,117 (+29.8%) Est. Cost Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value $2.576M (+27.1%) Shares 49,844 (+10.9%) Est. Cost Unrealized
SFBS SERVISFIRST BANCSHARES INC COM 0.0%
Value $1.858M (+41.8%) Shares 21,418 (+19.1%) Est. Cost Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value $2.366M (+30.1%) Shares 8,142 (+11.4%) Est. Cost Unrealized
KBWB INVESCO KBW BANK ETF 0.0%
Value $3.301M (+19.9%) Shares 35,499 (+2.0%) Est. Cost Unrealized
WING WINGSTOP INC COM 0.0%
Value $1.027M (+112.8%) Shares 5,925 (+90.2%) Est. Cost Unrealized
BHVN BIOHAVEN LTD COM 0.0%
Value $790K (+221.6%) Shares 53,099 (+82.8%) Est. Cost Unrealized
NBTB NBT BANCORP INC COM 0.0%
Value $799K (+213.8%) Shares 16,177 (+170.6%) Est. Cost Unrealized
SLQT SELECTQUOTE INC COM 0.0%
Value $1.98M (+37.5%) Shares 2,354,276 (+2.9%) Est. Cost Unrealized
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.0%
Value $991K (+119.0%) Shares 32,632 (+72.5%) Est. Cost Unrealized
DXCM DEXCOM INC COM 0.0%
Value $3.2M (+20.2%) Shares 47,517 (+12.1%) Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value $893K (+148.9%) Shares 18,712 (+73.5%) Est. Cost Unrealized
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value $2.457M (+27.3%) Shares 67,507 (+15.8%) Est. Cost Unrealized
FULT FULTON FINL CORP PA COM 0.0%
Value $730K (+258.2%) Shares 30,172 (+201.2%) Est. Cost Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $3.5M (+17.7%) Shares 15,432 (+2.9%) Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $2.189M (+31.6%) Shares 375,421 (+13.5%) Est. Cost Unrealized
DRS LEONARDO DRS INC COM 0.0%
Value $1.701M (+44.7%) Shares 39,860 (+50.9%) Est. Cost Unrealized
NJR NEW JERSEY RES CORP COM 0.0%
Value $6.6M (+8.6%) Shares 117,768 (+6.4%) Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value $752K (+223.6%) Shares 5,073 (+84.7%) Est. Cost Unrealized
ALLY ALLY FINL INC COM 0.0%
Value $2.76M (+23.0%) Shares 60,074 (+5.0%) Est. Cost Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value $1.438M (+55.9%) Shares 27,554 (+9.8%) Est. Cost Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value $6.341M (-7.4%) Shares 238,309 (+10.3%) Est. Cost Unrealized
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value $1.163M (+76.8%) Shares 13,113 (+73.2%) Est. Cost Unrealized
CELC CELCUITY INC COM 0.0%
Value $7.475M (+7.2%) Shares 71,445 (+17.0%) Est. Cost Unrealized
RGEN REPLIGEN CORP COM 0.0%
Value $1.791M (+39.2%) Shares 13,125 (+20.2%) Est. Cost Unrealized
WDAY WORKDAY INC CL A 0.0%
Value $1.776M (+39.6%) Shares 14,510 (+48.1%) Est. Cost Unrealized
IDA IDACORP INC COM 0.0%
Value $1.587M (+46.4%) Shares 10,487 (+38.4%) Est. Cost Unrealized
PSMT PRICESMART INC COM 0.0%
Value $1.798M (+38.6%) Shares 9,206 (+6.8%) Est. Cost Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value $950K (+111.3%) Shares 4,703 (+28.7%) Est. Cost Unrealized
VCYT VERACYTE INC COM 0.0%
Value $745K (+201.9%) Shares 12,688 (+65.6%) Est. Cost Unrealized
LTC LTC PPTYS INC COM 0.0%
Value $1.427M (+53.5%) Shares 37,115 (+48.4%) Est. Cost Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value $3.387M (+17.2%) Shares 14,803 (+15.4%) Est. Cost Unrealized
HCI HCI GROUP INC COM 0.0%
Value $1.217M (+69.0%) Shares 6,945 (+49.1%) Est. Cost Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $2.524M (+24.5%) Shares 10,413 (+12.3%) Est. Cost Unrealized
NOV NOV INC COM 0.0%
Value $1.329M (+59.3%) Shares 71,655 (+61.6%) Est. Cost Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $3.957M (+14.2%) Shares 78,482 (+14.3%) Est. Cost Unrealized
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 0.0%
Value $3.548M (+16.1%) Shares 96,456 (+6.8%) Est. Cost Unrealized
R RYDER SYS INC COM 0.0%
Value $1.8M (+37.7%) Shares 6,823 (+6.8%) Est. Cost Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value $3.309M (+17.5%) Shares 34,531 (+1.5%) Est. Cost Unrealized
AVTR AVANTOR INC COM 0.0%
Value $678K (+261.2%) Shares 68,522 (+186.1%) Est. Cost Unrealized
MMAX ISHARES LARGE CAP MAX BUFFER MAR ETF 0.0%
Value $882K (+125.2%) Shares 32,611 (+121.2%) Est. Cost Unrealized
HOMB HOME BANCSHARES INC COM 0.0%
Value $1.055M (+85.4%) Shares 36,938 (+74.9%) Est. Cost Unrealized
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value $13.13M (-3.6%) Shares 195,071 (+7.0%) Est. Cost Unrealized
QVMS INVESCO S&P SMALLCAP 600 QVM MULTI-FACTOR ETF 0.0%
Value $1.954M (+32.9%) Shares 55,726 (+10.4%) Est. Cost Unrealized
CVNA CARVANA CO CL A 0.0%
Value $1.08M (-30.9%) Shares 16,403 (+230.0%) Est. Cost Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value $750K (+180.6%) Shares 38,824 (+246.8%) Est. Cost Unrealized
FTMH FRANKLIN MUNICIPAL HIGH YIELD ETF 0.0%
Value $8.126M (+6.3%) Shares 683,996 (+3.2%) Est. Cost Unrealized
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT 0.0%
Value $3.003M (+19.1%) Shares 82,292 (+17.9%) Est. Cost Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $1.136M (+73.0%) Shares 48,105 (+64.7%) Est. Cost Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value $748K (+177.2%) Shares 18,978 (+279.2%) Est. Cost Unrealized
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.0%
Value $3.423M (+16.2%) Shares 104,309 (+5.6%) Est. Cost Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $2.744M (+20.8%) Shares 14,427 (+7.3%) Est. Cost Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $2.74M (+20.8%) Shares 203,596 (+41.1%) Est. Cost Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value $1.921M (+32.4%) Shares 23,054 (+11.7%) Est. Cost Unrealized
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value $1.704M (+37.9%) Shares 14,351 (+29.0%) Est. Cost Unrealized
BBSI BARRETT BUSINESS SVCS INC COM 0.0%
Value $1.522M (+44.4%) Shares 42,852 (+18.6%) Est. Cost Unrealized
RSI RUSH STREET INTERACTIVE INC COM 0.0%
Value $700K (+198.5%) Shares 23,548 (+118.2%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $23.47M (-1.9%) Shares 51,112 (+3.6%) Est. Cost Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 0.0%
Value $2.519M (-15.6%) Shares 98,469 (+4.2%) Est. Cost Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value $2.583M (+21.9%) Shares 14,624 (+14.4%) Est. Cost Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value $1.453M (+46.8%) Shares 4,985 (+21.9%) Est. Cost Unrealized
VNOM VIPER ENERGY INC CL A 0.0%
Value $1.136M (+68.4%) Shares 26,800 (+86.7%) Est. Cost Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value $860K (+112.9%) Shares 22,339 (+118.6%) Est. Cost Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $743K (+158.0%) Shares 70,037 (+182.1%) Est. Cost Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value $4.308M (-9.6%) Shares 47,242 (+8.9%) Est. Cost Unrealized
SEIC SEI INVTS CO COM 0.0%
Value $2.315M (+24.2%) Shares 26,392 (+11.1%) Est. Cost Unrealized
ESI ELEMENT SOLUTIONS INC COM 0.0%
Value $1.465M (+44.3%) Shares 30,689 (+3.1%) Est. Cost Unrealized
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value $1.196M (+60.0%) Shares 6,780 (+56.1%) Est. Cost Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.0%
Value $1.758M (+34.0%) Shares 49,880 (+16.0%) Est. Cost Unrealized
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value $2.555M (+21.1%) Shares 17,804 (+13.4%) Est. Cost Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ETF 0.0%
Value $2.777M (+19.1%) Shares 14,211 (+1.9%) Est. Cost Unrealized
MRNA MODERNA INC COM 0.0%
Value $983K (+81.7%) Shares 14,041 (+31.8%) Est. Cost Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $2.808M (+18.7%) Shares 112,034 (+2.6%) Est. Cost Unrealized
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $1.681M (+35.6%) Shares 13,084 (+14.1%) Est. Cost Unrealized
WULF TERAWULF INC COM 0.0%
Value $858K (+105.8%) Shares 34,753 (+20.2%) Est. Cost Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $4.143M (+11.9%) Shares 39,847 (+4.1%) Est. Cost Unrealized
O REALTY INCOME CORP COM 0.0%
Value $8.481M (+5.5%) Shares 136,875 (+4.2%) Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $3.852M (+12.9%) Shares 29,277 (+16.8%) Est. Cost Unrealized
BURL BURLINGTON STORES INC COM 0.0%
Value $6.828M (+6.9%) Shares 21,553 (+9.7%) Est. Cost Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value $915K (+90.7%) Shares 8,357 (+79.6%) Est. Cost Unrealized
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value $4.553M (+10.6%) Shares 42,581 (+11.7%) Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $6.797M (-6.0%) Shares 94,934 (+1.2%) Est. Cost Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value $4.385M (+11.0%) Shares 5,517 (+1.6%) Est. Cost Unrealized
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value $1.341M (+47.7%) Shares 3,830 (+18.8%) Est. Cost Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value $1.914M (+29.2%) Shares 69,691 (+27.7%) Est. Cost Unrealized
QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value $9.533M (+4.7%) Shares 99,291 (+1.7%) Est. Cost Unrealized
AVT AVNET INC COM 0.0%
Value $1.173M (+57.8%) Shares 13,209 (+9.5%) Est. Cost Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value $1.366M (+45.9%) Shares 24,382 (+25.5%) Est. Cost Unrealized
AROC ARCHROCK INC COM 0.0%
Value $1.435M (+42.7%) Shares 35,252 (+22.0%) Est. Cost Unrealized
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.0%
Value $5.615M (+8.2%) Shares 96,994 (+2.7%) Est. Cost Unrealized
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $1.594M (+36.2%) Shares 18,924 (+31.3%) Est. Cost Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value $663K (+176.4%) Shares 5,571 (+114.4%) Est. Cost Unrealized
NCNO NCINO INC COM 0.0%
Value $1.957M (+27.4%) Shares 119,671 (+16.7%) Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value $1.919M (+28.0%) Shares 56,656 (+13.8%) Est. Cost Unrealized
KWR QUAKER HOUGHTON COM 0.0%
Value $1.655M (+33.9%) Shares 10,416 (+4.7%) Est. Cost Unrealized
LLY ELI LILLY & CO COM 0.0%
Value $600K (+226.1%) Shares 500 (+150.0%) Est. Cost Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $5.895M (+7.6%) Shares 38,778 (+2.4%) Est. Cost Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value $970K (+74.7%) Shares 2,600 (+73.3%) Est. Cost Unrealized
BOOT BOOT BARN HLDGS INC COM 0.0%
Value $1.552M (+36.5%) Shares 9,445 (+21.6%) Est. Cost Unrealized
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value $1.833M (+29.1%) Shares 14,312 (+12.1%) Est. Cost Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $3.604M (+12.9%) Shares 78,632 (+2.1%) Est. Cost Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value $1.215M (+51.4%) Shares 15,386 (+37.6%) Est. Cost Unrealized
IIIN INSTEEL INDS INC COM 0.0%
Value $4.218M (-8.9%) Shares 139,674 (+1.4%) Est. Cost Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $1.749M (+30.6%) Shares 11,146 (+14.1%) Est. Cost Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value $2.01M (+25.5%) Shares 53,226 (+12.1%) Est. Cost Unrealized
PII POLARIS INC COM 0.0%
Value $1.241M (+48.7%) Shares 18,131 (+18.4%) Est. Cost Unrealized
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 0.0%
Value $3.064M (+15.2%) Shares 121,214 (+15.2%) Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $5.281M (-7.1%) Shares 123,736 (+36.6%) Est. Cost Unrealized
MOD MODINE MFG CO COM 0.0%
Value $998K (+67.8%) Shares 3,739 (+36.2%) Est. Cost Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value $1.823M (+28.2%) Shares 6,337 (+2.1%) Est. Cost Unrealized
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value $5.952M (+7.2%) Shares 114,828 (+9.2%) Est. Cost Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value $1.554M (+34.8%) Shares 106,067 (+12.9%) Est. Cost Unrealized
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value $1.682M (+31.2%) Shares 55,982 (+22.2%) Est. Cost Unrealized
IOSP INNOSPEC INC COM 0.0%
Value $660K (+151.2%) Shares 8,113 (+125.4%) Est. Cost Unrealized
VICI VICI PPTYS INC COM 0.1%
Value $53.52M (+0.7%) Shares 2,015,710 (+3.7%) Est. Cost Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value $2.281M (+21.0%) Shares 7,636 (+16.1%) Est. Cost Unrealized
PTCT PTC THERAPEUTICS INC COM 0.0%
Value $649K (+155.3%) Shares 7,962 (+113.2%) Est. Cost Unrealized
QXO QXO INC COM NEW 0.0%
Value $12.35M (+3.3%) Shares 714,769 (+16.1%) Est. Cost Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $1.165M (+51.1%) Shares 54,636 (+19.1%) Est. Cost Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value $2.587M (+18.0%) Shares 25,324 (+19.4%) Est. Cost Unrealized
MORN MORNINGSTAR INC COM 0.0%
Value $1.774M (+28.5%) Shares 11,372 (+39.2%) Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD MED TERM COM 0.0%
Value $4.881M (+8.8%) Shares 123,562 (+34.2%) Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $3.584M (+12.3%) Shares 41,364 (+1.8%) Est. Cost Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value $2.693M (+17.0%) Shares 164,328 (+17.6%) Est. Cost Unrealized
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value $1.694M (+30.1%) Shares 17,467 (+1.1%) Est. Cost Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.0%
Value $1.56M (+33.5%) Shares 76,047 (+34.0%) Est. Cost Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $1.48M (+35.9%) Shares 7,843 (+17.6%) Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $4.859M (+8.7%) Shares 63,597 (+3.2%) Est. Cost Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value $18.44M (+2.1%) Shares 35,025 (+9.0%) Est. Cost Unrealized
LAD LITHIA MTRS INC COM 0.0%
Value $745K (+106.1%) Shares 2,565 (+77.1%) Est. Cost Unrealized
TEX TEREX CORP NEW COM 0.0%
Value $1.28M (+42.7%) Shares 17,684 (+16.5%) Est. Cost Unrealized
WSBC WESBANCO INC COM 0.0%
Value $1.026M (+59.6%) Shares 26,295 (+41.0%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $3.628M (+11.8%) Shares 136,073 (+15.1%) Est. Cost Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value $813K (+88.5%) Shares 132,369 (+5.3%) Est. Cost Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value $1.161M (+48.9%) Shares 2,927 (+34.8%) Est. Cost Unrealized
TNET TRINET GROUP INC COM 0.0%
Value $722K (+111.1%) Shares 14,596 (+55.4%) Est. Cost Unrealized
SEI SOLARIS ENERGY INFRAS INC COM CL A 0.0%
Value $687K (+123.4%) Shares 8,535 (+56.9%) Est. Cost Unrealized
RHI ROBERT HALF INC. COM 0.0%
Value $1.513M (+33.5%) Shares 49,282 (+10.4%) Est. Cost Unrealized
TDUP THREDUP INC CL A 0.0%
Value $422K (+882.6%) Shares 61,647 (+369.7%) Est. Cost Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $1.594M (+30.9%) Shares 20,896 (+23.1%) Est. Cost Unrealized
IBN ICICI BK LTD ACTING THRU ITS ADR 0.0%
Value $1.546M (+31.9%) Shares 53,260 (+17.7%) Est. Cost Unrealized
PCAR PACCAR INC COM 0.0%
Value $5.908M (+6.6%) Shares 49,181 (+2.5%) Est. Cost Unrealized
RXT RACKSPACE TECHNOLOGY INC COM 0.0%
Value $422K (+663.1%) Shares 64,635 (+14.5%) Est. Cost Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $2.534M (+16.8%) Shares 13,774 (+14.1%) Est. Cost Unrealized
SFNC SIMMONS FIRST NATL CORP CL A $1 PAR 0.0%
Value $2.144M (+20.5%) Shares 94,642 (+3.5%) Est. Cost Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value $605K (+150.4%) Shares 11,003 (+51.4%) Est. Cost Unrealized
PD PAGERDUTY INC COM 0.0%
Value $479K (+309.0%) Shares 49,638 (+163.2%) Est. Cost Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value $4.333M (+9.0%) Shares 24,413 (+7.9%) Est. Cost Unrealized
GENI GENIUS SPORTS LIMITED SHARES CL A 0.0%
Value $980K (+57.6%) Shares 161,774 (+15.2%) Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $7.345M (+5.1%) Shares 73,971 (+6.0%) Est. Cost Unrealized
BCPC BALCHEM CORP COM 0.0%
Value $2.697M (+15.3%) Shares 15,962 (+15.6%) Est. Cost Unrealized
PL PLANET LABS PBC COM CL A 0.0%
Value $621K (+135.4%) Shares 18,743 (+98.6%) Est. Cost Unrealized
RLAY RELAY THERAPEUTICS INC COM 0.0%
Value $723K (+97.6%) Shares 38,632 (+5.1%) Est. Cost Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value $805K (+78.7%) Shares 16,307 (+69.5%) Est. Cost Unrealized
MTH MERITAGE HOMES CORP COM 0.0%
Value $732K (+94.1%) Shares 8,726 (+43.1%) Est. Cost Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value $1.249M (+39.6%) Shares 5,508 (+6.1%) Est. Cost Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $5.179M (-6.3%) Shares 67,070 (+14.0%) Est. Cost Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value $2.756M (+14.5%) Shares 12,571 (+6.5%) Est. Cost Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value $2.121M (+19.7%) Shares 6,431 (+24.0%) Est. Cost Unrealized
WRLD WORLD ACCEP CORPORATION COM 0.0%
Value $569K (+156.1%) Shares 2,540 (+54.5%) Est. Cost Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $475K (+267.6%) Shares 43,707 (+274.0%) Est. Cost Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $4.401M (+8.5%) Shares 78,368 (+104.8%) Est. Cost Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.0%
Value $549K (+168.4%) Shares 28,485 (+164.3%) Est. Cost Unrealized
MSA MSA SAFETY INC COM 0.0%
Value $899K (+62.1%) Shares 5,152 (+52.2%) Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $2.098M (-14.0%) Shares 39,091 (+5.9%) Est. Cost Unrealized
SSD SIMPSON MFG INC COM 0.0%
Value $1.523M (+28.8%) Shares 7,273 (+5.6%) Est. Cost Unrealized
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value $3.019M (+12.7%) Shares 36,062 (+1.2%) Est. Cost Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value $4.334M (+8.5%) Shares 123,344 (+31.1%) Est. Cost Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value $1.009M (+50.4%) Shares 34,466 (+82.2%) Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $696K (+93.8%) Shares 74,091 (+74.4%) Est. Cost Unrealized
JBTM JBT MAREL CORPORATION COM 0.0%
Value $1.522M (+28.4%) Shares 10,497 (+13.2%) Est. Cost Unrealized
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value $2.459M (+15.8%) Shares 25,197 (+5.0%) Est. Cost Unrealized
LOAR LOAR HOLDINGS INC COM SHS 0.0%
Value $1.014M (+49.1%) Shares 12,574 (+5.9%) Est. Cost Unrealized
ALV AUTOLIV INC COM 0.0%
Value $812K (+69.7%) Shares 6,986 (+53.6%) Est. Cost Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.0%
Value $834K (+66.5%) Shares 17,143 (+55.2%) Est. Cost Unrealized
ZS ZSCALER INC COM 0.0%
Value $1.088M (+43.8%) Shares 7,706 (+42.9%) Est. Cost Unrealized
PRI PRIMERICA INC COM 0.0%
Value $1.255M (+35.7%) Shares 4,417 (+19.6%) Est. Cost Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $1.029M (+47.1%) Shares 9,783 (+29.6%) Est. Cost Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value $3.973M (+9.0%) Shares 165,944 (+11.2%) Est. Cost Unrealized
HUBS HUBSPOT INC COM 0.0%
Value $1.952M (-14.3%) Shares 10,694 (+14.6%) Est. Cost Unrealized
ENVA ENOVA INTL INC COM 0.0%
Value $590K (+121.3%) Shares 2,452 (+24.8%) Est. Cost Unrealized
BLACKROCK ENHANCED LARGE CAP C COM 0.0%
Value $709K (+83.7%) Shares 27,117 (+47.6%) Est. Cost Unrealized
XPO XPO INC COM 0.0%
Value $2.824M (+12.9%) Shares 13,756 (+7.0%) Est. Cost Unrealized
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value $1.078M (+42.6%) Shares 2,755 (+5.8%) Est. Cost Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value $745K (+76.0%) Shares 19,514 (+15.7%) Est. Cost Unrealized
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value $844K (+61.4%) Shares 6,568 (+15.8%) Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $1.116M (+40.2%) Shares 23,346 (+8.5%) Est. Cost Unrealized
ABM ABM INDS INC COM 0.0%
Value $729K (+78.1%) Shares 16,476 (+55.1%) Est. Cost Unrealized
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 0.0%
Value $1.078M (+41.8%) Shares 39,772 (+27.2%) Est. Cost Unrealized
IT GARTNER INC COM 0.0%
Value $3.969M (-7.4%) Shares 30,619 (+13.1%) Est. Cost Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value $568K (+126.5%) Shares 18,960 (+70.5%) Est. Cost Unrealized
CVBF CVB FINL CORP COM 0.0%
Value $1.571M (+25.2%) Shares 69,688 (+7.7%) Est. Cost Unrealized
KEY KEYCORP COM 0.0%
Value $2.016M (+18.6%) Shares 87,448 (+3.1%) Est. Cost Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $1.3M (+32.0%) Shares 11,682 (+29.4%) Est. Cost Unrealized
TCBI TEXAS CAP BANCSHARES INC COM 0.0%
Value $1.908M (+19.8%) Shares 18,478 (+10.1%) Est. Cost Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value $657K (+91.7%) Shares 4,068 (+33.0%) Est. Cost Unrealized
MHO M/I HOMES INC COM 0.0%
Value $1.102M (+39.7%) Shares 6,854 (+6.4%) Est. Cost Unrealized
PINS PINTEREST INC CL A 0.0%
Value $1.08M (+40.6%) Shares 51,360 (+22.6%) Est. Cost Unrealized
NEO NEOGENOMICS INC COM NEW 0.0%
Value $396K (+361.9%) Shares 27,149 (+134.9%) Est. Cost Unrealized
FIVN FIVE9 INC COM 0.0%
Value $464K (+196.2%) Shares 21,742 (+110.8%) Est. Cost Unrealized
AVA AVISTA CORP COM 0.0%
Value $803K (+61.6%) Shares 19,640 (+58.6%) Est. Cost Unrealized
GKOS GLAUKOS CORP COM 0.0%
Value $521K (+142.5%) Shares 3,727 (+86.8%) Est. Cost Unrealized
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value $737K (+70.0%) Shares 17,580 (+47.1%) Est. Cost Unrealized
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $538K (+129.6%) Shares 1,846 (+160.7%) Est. Cost Unrealized
CSTM CONSTELLIUM SE CL A SHS 0.0%
Value $844K (+55.9%) Shares 26,486 (+20.1%) Est. Cost Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value $3.891M (+8.3%) Shares 110,065 (+8.8%) Est. Cost Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value $1.51M (+24.7%) Shares 25,630 (+7.6%) Est. Cost Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value $1.355M (+28.3%) Shares 32,019 (+8.4%) Est. Cost Unrealized
DCO DUCOMMUN INC DEL COM 0.0%
Value $736K (+68.2%) Shares 3,974 (+10.8%) Est. Cost Unrealized
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value $512K (+140.1%) Shares 3,257 (+31.1%) Est. Cost Unrealized
LASR NLIGHT INC COM 0.0%
Value $770K (+63.2%) Shares 11,060 (+33.6%) Est. Cost Unrealized
LGIH LGI HOMES INC COM 0.0%
Value $551K (+117.2%) Shares 8,656 (+34.8%) Est. Cost Unrealized
MTRN MATERION CORP COM 0.0%
Value $563K (+109.5%) Shares 1,894 (+1.9%) Est. Cost Unrealized
SSNC SS&C TECH HLDGS COM 0.0%
Value $4.13M (+7.7%) Shares 66,554 (+17.2%) Est. Cost Unrealized
SAIL SAILPOINT INC COM 0.0%
Value $925K (+46.6%) Shares 63,189 (+32.6%) Est. Cost Unrealized
MZTI MARZETTI COMPANY COM 0.0%
Value $653K (+81.3%) Shares 5,716 (+119.8%) Est. Cost Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value $2.759M (-9.6%) Shares 41,188 (+3.0%) Est. Cost Unrealized
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value $1.325M (+28.1%) Shares 31,307 (+19.0%) Est. Cost Unrealized
KRMN KARMAN HLDGS INC COMMON STOCK 0.0%
Value $1.14M (+34.1%) Shares 22,832 (+115.1%) Est. Cost Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value $1.114M (+34.8%) Shares 11,132 (+9.0%) Est. Cost Unrealized
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.0%
Value $2.151M (+15.4%) Shares 30,949 (+6.9%) Est. Cost Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $1.493M (+23.6%) Shares 26,702 (+3.9%) Est. Cost Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value $479K (+146.0%) Shares 31,635 (+77.0%) Est. Cost Unrealized
STGW STAGWELL INC COM CL A 0.0%
Value $621K (+83.7%) Shares 83,614 (+55.5%) Est. Cost Unrealized
OKLO OKLO INC COM CL A 0.0%
Value $1.355M (+26.3%) Shares 25,884 (+19.7%) Est. Cost Unrealized
ASLE AERSALE CORPORATION COM 0.0%
Value $355K (+383.7%) Shares 56,189 (+376.0%) Est. Cost Unrealized
ALKT ALKAMI TECHNOLOGY INC COM 0.0%
Value $1.829M (+18.1%) Shares 100,943 (+2.1%) Est. Cost Unrealized
CDE COEUR MNG INC COM NEW 0.0%
Value $1.566M (+21.8%) Shares 95,967 (+40.0%) Est. Cost Unrealized
PVLA PALVELLA THERAPEUTICS INC NEW COM 0.0%
Value $723K (+63.1%) Shares 4,731 (+33.0%) Est. Cost Unrealized
CVCO CAVCO INDS INC DEL COM 0.0%
Value $905K (+44.2%) Shares 1,473 (+13.7%) Est. Cost Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value $666K (+71.3%) Shares 14,554 (+28.4%) Est. Cost Unrealized
LIVN LIVANOVA PLC SHS 0.0%
Value $739K (+59.6%) Shares 8,982 (+23.3%) Est. Cost Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $1.209M (+29.2%) Shares 4,260 (+15.6%) Est. Cost Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $1.164M (+30.6%) Shares 22,311 (+18.1%) Est. Cost Unrealized
PSN PARSONS CORP DEL COM 0.0%
Value $778K (+53.9%) Shares 14,844 (+59.2%) Est. Cost Unrealized
HSIC SCHEIN HENRY INC COM 0.0%
Value $717K (+61.0%) Shares 8,582 (+41.9%) Est. Cost Unrealized
CYTK CYTOKINETICS INC COM NEW 0.0%
Value $558K (+94.0%) Shares 6,550 (+50.1%) Est. Cost Unrealized
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $561K (+92.7%) Shares 4,609 (+6.0%) Est. Cost Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value $1.161M (+30.2%) Shares 26,574 (+15.4%) Est. Cost Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value $1.83M (+17.1%) Shares 43,752 (+11.0%) Est. Cost Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value $1.135M (+30.8%) Shares 5,673 (+4.4%) Est. Cost Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value $796K (+50.4%) Shares 32,087 (+37.3%) Est. Cost Unrealized
ABCB AMERIS BANCORP COM 0.0%
Value $818K (+48.4%) Shares 9,058 (+28.2%) Est. Cost Unrealized
ARWR ARROWHEAD PHARMACEUTICALS INC COM 0.0%
Value $975K (+37.7%) Shares 11,960 (+5.9%) Est. Cost Unrealized
INVX INNOVEX INTERNATIONAL INC COM 0.0%
Value $1.19M (+28.9%) Shares 47,976 (+26.7%) Est. Cost Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value $13.03M (+2.1%) Shares 261,833 (+2.1%) Est. Cost Unrealized
ACVA ACV AUCTIONS INC COM CL A 0.0%
Value $328K (+404.2%) Shares 45,661 (+197.3%) Est. Cost Unrealized
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value $1.377M (+23.6%) Shares 18,795 (+1.9%) Est. Cost Unrealized
ASAN ASANA INC CL A 0.0%
Value $399K (+192.4%) Shares 56,994 (+167.3%) Est. Cost Unrealized
CARE CARTER BANKSHARES INC COM NEW 0.0%
Value $737K (+55.1%) Shares 21,676 (+6.4%) Est. Cost Unrealized
JBLU JETBLUE AIRWAYS CORP COM 0.0%
Value $321K (+438.3%) Shares 56,106 (+315.0%) Est. Cost Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value $784K (+49.8%) Shares 10,414 (+37.1%) Est. Cost Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value $325K (+396.7%) Shares 38,374 (+219.0%) Est. Cost Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $2.17M (+13.6%) Shares 28,535 (+1.6%) Est. Cost Unrealized
POWL POWELL INDS INC COM 0.0%
Value $837K (+44.7%) Shares 2,922 (+173.3%) Est. Cost Unrealized
LZB LA Z BOY INC COM 0.0%
Value $514K (+99.8%) Shares 12,810 (+60.1%) Est. Cost Unrealized
GRAL GRAIL INC COM 0.0%
Value $709K (+56.4%) Shares 10,382 (+18.4%) Est. Cost Unrealized
CSGP COSTAR GROUP INC COM 0.0%
Value $2.327M (+12.3%) Shares 82,161 (+60.0%) Est. Cost Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.0%
Value $1.33M (+23.7%) Shares 65,425 (+7.0%) Est. Cost Unrealized
KRG KITE REALTY GROUP TRUST COM NEW 0.0%
Value $633K (+67.2%) Shares 22,288 (+44.6%) Est. Cost Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $751K (+50.4%) Shares 20,299 (+49.6%) Est. Cost Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $1.412M (+21.4%) Shares 17,469 (+1.5%) Est. Cost Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.0%
Value $3.181M (+8.5%) Shares 152,918 (+7.0%) Est. Cost Unrealized
BKSY BLACKSKY TECHNOLOGY INC CL A NEW 0.0%
Value $616K (+67.7%) Shares 22,072 (+51.1%) Est. Cost Unrealized
WTFC WINTRUST FINL CORP COM 0.0%
Value $854K (+40.9%) Shares 5,313 (+21.8%) Est. Cost Unrealized
AX AXOS FINANCIAL INC COM 0.0%
Value $483K (+103.5%) Shares 4,963 (+77.8%) Est. Cost Unrealized
NVST ENVISTA HOLDINGS CORPORATION COM 0.0%
Value $933K (+35.6%) Shares 35,418 (+30.6%) Est. Cost Unrealized
RDW REDWIRE CORPORATION COM 0.0%
Value $463K (+112.4%) Shares 37,831 (+47.6%) Est. Cost Unrealized
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value $698K (+53.9%) Shares 15,957 (+31.7%) Est. Cost Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value $21.14M (-1.1%) Shares 99,208 (+1.6%) Est. Cost Unrealized
DSGX DESCARTES SYS GROUP INC COM 0.0%
Value $1.273M (+23.4%) Shares 18,392 (+27.5%) Est. Cost Unrealized
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value $550K (+78.3%) Shares 59,914 (+110.3%) Est. Cost Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value $1.012M (+31.1%) Shares 10,854 (+18.6%) Est. Cost Unrealized
MEI METHODE ELECTRS INC COM 0.0%
Value $297K (+414.8%) Shares 15,641 (+49.8%) Est. Cost Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value $747K (+47.0%) Shares 8,028 (+29.6%) Est. Cost Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value $878K (+37.3%) Shares 11,017 (+30.3%) Est. Cost Unrealized
FLYW FLYWIRE CORPORATION COM VTG 0.0%
Value $356K (+203.0%) Shares 20,250 (+100.7%) Est. Cost Unrealized
MGRC MCGRATH RENTCORP COM 0.0%
Value $1.061M (+28.8%) Shares 8,767 (+17.4%) Est. Cost Unrealized
PHR PHREESIA INC COM 0.0%
Value $408K (+137.6%) Shares 39,679 (+94.2%) Est. Cost Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value $451K (+109.5%) Shares 5,207 (+121.8%) Est. Cost Unrealized
HL HECLA MINING COMPANY COM 0.0%
Value $1.295M (-15.3%) Shares 83,940 (+2.3%) Est. Cost Unrealized
BULL WEBULL CORP ORD SHS 0.0%
Value $459K (+103.6%) Shares 70,428 (+49.9%) Est. Cost Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value $887K (+35.8%) Shares 3,277 (+23.0%) Est. Cost Unrealized
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value $538K (+76.7%) Shares 1,448 (+22.8%) Est. Cost Unrealized
RLI RLI CORP COM 0.0%
Value $652K (+55.8%) Shares 11,042 (+50.4%) Est. Cost Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $946K (+32.7%) Shares 7,050 (+42.1%) Est. Cost Unrealized
EFX EQUIFAX INC COM 0.0%
Value $4.476M (+5.5%) Shares 28,198 (+19.7%) Est. Cost Unrealized
RXO RXO INC COMMON STOCK 0.0%
Value $443K (+109.8%) Shares 16,053 (+11.2%) Est. Cost Unrealized
AIN ALBANY INTL CORP CL A 0.0%
Value $600K (+62.9%) Shares 8,053 (+14.2%) Est. Cost Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $1.188M (+24.1%) Shares 12,256 (+1.5%) Est. Cost Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value $468K (+95.7%) Shares 13,684 (+124.9%) Est. Cost Unrealized
RBA RB GLOBAL INC COM 0.0%
Value $1.035M (+28.2%) Shares 8,885 (+5.5%) Est. Cost Unrealized
AEE AMEREN CORP COM 0.0%
Value $3.127M (+7.8%) Shares 27,662 (+4.9%) Est. Cost Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value $1.582M (+16.7%) Shares 45,084 (+4.8%) Est. Cost Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value $457K (+97.9%) Shares 15,452 (+127.7%) Est. Cost Unrealized
INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF 0.0%
Value $841K (+36.7%) Shares 20,532 (+30.0%) Est. Cost Unrealized
VVV VALVOLINE INC COM 0.0%
Value $1.041M (+27.7%) Shares 26,327 (+8.8%) Est. Cost Unrealized
ISMD INSPIRE SMALL/MID CAP ETF 0.0%
Value $695K (+47.9%) Shares 13,897 (+18.3%) Est. Cost Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC COM 0.0%
Value $10.58M (-2.1%) Shares 278,678 (+1.6%) Est. Cost Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value $5.922M (+3.9%) Shares 279,197 (+1.5%) Est. Cost Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value $1.996M (+12.7%) Shares 26,531 (+11.9%) Est. Cost Unrealized
BC BRUNSWICK CORP COM 0.0%
Value $1.538M (+17.1%) Shares 18,263 (+1.1%) Est. Cost Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value $358K (+167.3%) Shares 60,519 (+93.9%) Est. Cost Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $3.928M (+6.0%) Shares 29,639 (+8.2%) Est. Cost Unrealized
HIW HIGHWOODS PPTYS INC COM 0.0%
Value $693K (+47.4%) Shares 22,988 (+4.7%) Est. Cost Unrealized
SPXN PROSHARES S&P 500 EX-FINANCIALS ETF 0.0%
Value $1.013M (+28.3%) Shares 12,308 (+10.5%) Est. Cost Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $683K (+48.3%) Shares 5,432 (+43.4%) Est. Cost Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $792K (+39.0%) Shares 8,322 (+24.2%) Est. Cost Unrealized
GAP GAP INC COM 0.0%
Value $1.652M (-11.8%) Shares 88,446 (+14.2%) Est. Cost Unrealized
FLNC FLUENCE ENERGY INC COM CL A 0.0%
Value $358K (+159.7%) Shares 18,019 (+79.7%) Est. Cost Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value $3.201M (+7.3%) Shares 23,511 (+1.2%) Est. Cost Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value $1.523M (+16.8%) Shares 18,463 (+7.2%) Est. Cost Unrealized
KIM KIMCO REALTY CORP COM 0.0%
Value $1.099M (+24.8%) Shares 43,372 (+10.6%) Est. Cost Unrealized
BLZE BACKBLAZE INC COM CL A 0.0%
Value $254K (+612.8%) Shares 15,993 (+55.0%) Est. Cost Unrealized
HSY HERSHEY CO COM 0.0%
Value $2.942M (-6.8%) Shares 16,769 (+10.4%) Est. Cost Unrealized
DV DOUBLEVERIFY HLDGS INC COM 0.0%
Value $913K (+30.8%) Shares 84,240 (+14.6%) Est. Cost Unrealized
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.0%
Value $535K (+66.8%) Shares 16,101 (+59.0%) Est. Cost Unrealized
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value $597K (+55.6%) Shares 11,974 (+47.8%) Est. Cost Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value $503K (+73.5%) Shares 23,459 (+12.2%) Est. Cost Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value $1.367M (+18.3%) Shares 26,511 (+2.5%) Est. Cost Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $4.87M (+4.5%) Shares 65,014 (+2.1%) Est. Cost Unrealized
HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW 0.0%
Value $347K (+155.4%) Shares 95,301 (+33.3%) Est. Cost Unrealized
CAVA CAVA GROUP INC COM 0.0%
Value $1.388M (+17.9%) Shares 17,672 (+21.4%) Est. Cost Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value $1.759M (+13.6%) Shares 44,477 (+2.6%) Est. Cost Unrealized
NTST NETSTREIT CORP COM 0.0%
Value $1.077M (+24.2%) Shares 50,977 (+10.7%) Est. Cost Unrealized
NPO ENPRO INC COM 0.0%
Value $581K (+56.4%) Shares 1,542 (+4.0%) Est. Cost Unrealized
GEF GREIF INC CL A 0.0%
Value $458K (+84.2%) Shares 6,149 (+65.9%) Est. Cost Unrealized
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.0%
Value $4.2M (+5.2%) Shares 162,473 (+3.1%) Est. Cost Unrealized
CHEF CHEFS WHSE INC COM 0.0%
Value $412K (+102.8%) Shares 4,286 (+25.4%) Est. Cost Unrealized
CBT CABOT CORP COM 0.0%
Value $1.032M (+25.3%) Shares 11,360 (+3.9%) Est. Cost Unrealized
BLMN BLOOMIN BRANDS INC COM 0.0%
Value $319K (+188.2%) Shares 34,873 (+70.2%) Est. Cost Unrealized
TSLL DIREXION DAILY TSLA BULL 2X ETF 0.0%
Value $1.208M (+20.8%) Shares 85,289 (+3.6%) Est. Cost Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $1.378M (+17.6%) Shares 25,262 (+2.6%) Est. Cost Unrealized
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value $427K (+93.3%) Shares 3,488 (+99.4%) Est. Cost Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value $440K (-31.8%) Shares 7,018 (+3.9%) Est. Cost Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $1.856M (+12.4%) Shares 23,434 (+3.0%) Est. Cost Unrealized
BWFG BANKWELL FINL GROUP INC COM 0.0%
Value $1.034M (+24.7%) Shares 17,598 (+3.0%) Est. Cost Unrealized
KURA KURA ONCOLOGY INC COM 0.0%
Value $403K (+102.3%) Shares 36,700 (+49.9%) Est. Cost Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $958K (+26.9%) Shares 8,366 (+8.3%) Est. Cost Unrealized
BALL BALL CORP COM 0.0%
Value $1.996M (+11.3%) Shares 31,987 (+5.4%) Est. Cost Unrealized
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value $643K (+46.0%) Shares 18,169 (+14.2%) Est. Cost Unrealized
KAI KADANT INC COM 0.0%
Value $1.208M (+20.0%) Shares 3,844 (+11.7%) Est. Cost Unrealized
BCRX BIOCRYST PHARMACEUTICALS INC COM 0.0%
Value $352K (+132.9%) Shares 35,218 (+121.7%) Est. Cost Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value $484K (+70.2%) Shares 9,580 (+51.1%) Est. Cost Unrealized
OPLN OPENLANE INC COM 0.0%
Value $440K (+83.0%) Shares 10,661 (+29.4%) Est. Cost Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value $672K (+41.9%) Shares 18,405 (+2.4%) Est. Cost Unrealized
BKU BANKUNITED INC COM 0.0%
Value $416K (+90.8%) Shares 8,584 (+77.9%) Est. Cost Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value $740K (+36.5%) Shares 9,406 (+26.2%) Est. Cost Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value $896K (+28.3%) Shares 138,462 (+36.2%) Est. Cost Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS COM 0.0%
Value $2.726M (-6.7%) Shares 35,464 (+11.6%) Est. Cost Unrealized
IX ORIX CORP SPONSORED ADR 0.0%
Value $567K (+53.2%) Shares 14,894 (+20.8%) Est. Cost Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $20.23M (+1.0%) Shares 258,603 (+11.8%) Est. Cost Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value $746K (+35.7%) Shares 9,327 (+35.0%) Est. Cost Unrealized
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value $483K (+68.2%) Shares 17,661 (+13.5%) Est. Cost Unrealized
KFY KORN FERRY COM NEW 0.0%
Value $464K (+72.4%) Shares 6,968 (+63.0%) Est. Cost Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value $285K (+211.0%) Shares 89,922 (+165.9%) Est. Cost Unrealized
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $1.54M (+14.3%) Shares 12,930 (+15.7%) Est. Cost Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value $2.384M (+8.8%) Shares 54,487 (+2.4%) Est. Cost Unrealized
PSNL PERSONALIS INC COM 0.0%
Value $343K (+128.8%) Shares 25,591 (+8.7%) Est. Cost Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value $551K (+53.8%) Shares 3,081 (+28.5%) Est. Cost Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value $565K (+51.6%) Shares 609 (+19.2%) Est. Cost Unrealized
AGCO AGCO CORP COM 0.0%
Value $405K (+90.0%) Shares 3,383 (+84.0%) Est. Cost Unrealized
MUSA MURPHY USA INC COM 0.0%
Value $1.201M (+19.0%) Shares 2,229 (+9.1%) Est. Cost Unrealized
BANR BANNER CORP COM NEW 0.0%
Value $608K (+46.0%) Shares 9,145 (+33.4%) Est. Cost Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value $4.612M (+4.3%) Shares 55,140 (+1.8%) Est. Cost Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value $2.527M (-7.0%) Shares 46,268 (+5.3%) Est. Cost Unrealized
QLD PROSHARES ULTRA QQQ 0.0%
Value $491K (+63.1%) Shares 5,070 (+2.8%) Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value $22.9M (+0.8%) Shares 623,026 (+3.8%) Est. Cost Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value $474K (+66.0%) Shares 9,195 (+61.6%) Est. Cost Unrealized
CLSK CLEANSPARK INC COM NEW 0.0%
Value $289K (+187.8%) Shares 19,839 (+68.4%) Est. Cost Unrealized
IRTC IRHYTHM HOLDINGS INC COM 0.0%
Value $928K (+25.4%) Shares 7,801 (+24.4%) Est. Cost Unrealized
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value $358K (+109.3%) Shares 43,289 (+31.9%) Est. Cost Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $1.77M (+11.7%) Shares 25,617 (+8.2%) Est. Cost Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $1.059M (+21.3%) Shares 9,155 (+2.4%) Est. Cost Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value $1.373M (+15.5%) Shares 13,959 (+9.8%) Est. Cost Unrealized
BTSG BRIGHTSPRING HEALTH SVCS INC COM 0.0%
Value $390K (+89.6%) Shares 5,586 (+15.8%) Est. Cost Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $32.45M (+0.6%) Shares 610,935 (+16.0%) Est. Cost Unrealized
MYE MYERS INDS INC COM 0.0%
Value $399K (+85.1%) Shares 11,303 (+11.0%) Est. Cost Unrealized
RELY REMITLY GLOBAL INC COM 0.0%
Value $577K (+46.0%) Shares 25,749 (+2.1%) Est. Cost Unrealized
NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 0.0%
Value $1.029M (+21.4%) Shares 24,250 (+5.1%) Est. Cost Unrealized
MGNI MAGNITE INC COM 0.0%
Value $401K (+81.1%) Shares 21,151 (+13.4%) Est. Cost Unrealized
ALRM ALARM COM HLDGS INC COM 0.0%
Value $1.587M (+12.8%) Shares 33,965 (+4.3%) Est. Cost Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value $650K (+38.1%) Shares 1,691 (+14.7%) Est. Cost Unrealized
UEC URANIUM ENERGY CORP COM 0.0%
Value $455K (+64.8%) Shares 42,710 (+108.7%) Est. Cost Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $583K (+44.3%) Shares 10,267 (+26.3%) Est. Cost Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value $3.061M (+6.2%) Shares 45,344 (+2.2%) Est. Cost Unrealized
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value $1.617M (-9.9%) Shares 279,779 (+375.5%) Est. Cost Unrealized
AVPT AVEPOINT INC COM CL A 0.0%
Value $291K (+156.5%) Shares 25,998 (+117.6%) Est. Cost Unrealized
NE NOBLE CORP PLC ORD SHS A 0.0%
Value $600K (-22.8%) Shares 16,088 (+1.5%) Est. Cost Unrealized
IAC PEOPLE INC COM NEW 0.0%
Value $713K (+32.8%) Shares 15,448 (+15.1%) Est. Cost Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value $1.685M (-9.3%) Shares 12,475 (+20.6%) Est. Cost Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value $365K (+88.6%) Shares 87,785 (+59.2%) Est. Cost Unrealized
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value $454K (+60.7%) Shares 6,517 (+39.2%) Est. Cost Unrealized
STNG SCORPIO TANKERS INC SHS 0.0%
Value $854K (+24.9%) Shares 12,337 (+34.6%) Est. Cost Unrealized
BOX BOX INC CL A 0.0%
Value $499K (+51.8%) Shares 18,785 (+35.2%) Est. Cost Unrealized
SG SWEETGREEN INC COM CL A 0.0%
Value $331K (+105.7%) Shares 37,546 (+21.1%) Est. Cost Unrealized
WK WORKIVA INC COM CL A 0.0%
Value $551K (+44.5%) Shares 11,355 (+77.6%) Est. Cost Unrealized
TMCI TREACE MED CONCEPTS INC COM 0.0%
Value $208K (+437.4%) Shares 52,265 (+80.9%) Est. Cost Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value $405K (+70.6%) Shares 24,288 (+52.2%) Est. Cost Unrealized
FMNB FARMERS NATIONAL BANC CORP COM 0.0%
Value $1.177M (+16.6%) Shares 80,617 (+5.1%) Est. Cost Unrealized
META META PLATFORMS INC. 0.0%
Value $338K (+97.0%) Shares 600 (+100.0%) Est. Cost Unrealized
AMG AFFILIATED MANAGERS GROUP COM 0.0%
Value $459K (+56.9%) Shares 1,356 (+28.3%) Est. Cost Unrealized
AIR AAR CORP COM 0.0%
Value $565K (+41.7%) Shares 3,954 (+8.5%) Est. Cost Unrealized
ABT ABBOTT LABORATORIES COM 0.1%
Value $46.21M (-0.4%) Shares 509,302 (+12.7%) Est. Cost Unrealized
MARA MARA HOLDINGS INC COM 0.0%
Value $271K (+158.0%) Shares 19,516 (+51.6%) Est. Cost Unrealized
EBC EASTERN BANKSHARES INC COM 0.0%
Value $692K (+31.3%) Shares 31,127 (+15.5%) Est. Cost Unrealized
AKRE AKRE FOCUS ETF 0.0%
Value $2.09M (+8.6%) Shares 39,302 (+7.9%) Est. Cost Unrealized
AIOT POWERFLEET INC COM 0.0%
Value $727K (+28.9%) Shares 189,887 (+3.7%) Est. Cost Unrealized
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.0%
Value $15.03M (+1.1%) Shares 301,382 (+5.5%) Est. Cost Unrealized
M MACYS INC COM 0.0%
Value $415K (+63.7%) Shares 17,602 (+25.8%) Est. Cost Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $1.141M (-12.3%) Shares 23,222 (+2.8%) Est. Cost Unrealized
TMP TOMPKINS FINL CORP COM 0.0%
Value $759K (+26.6%) Shares 8,034 (+5.6%) Est. Cost Unrealized
DORM DORMAN PRODS INC COM 0.0%
Value $549K (+40.9%) Shares 4,021 (+7.8%) Est. Cost Unrealized
SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 0.0%
Value $853K (+22.9%) Shares 17,877 (+1.1%) Est. Cost Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $3.494M (+4.8%) Shares 45,583 (+19.0%) Est. Cost Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $1.956M (-7.5%) Shares 38,310 (+6.9%) Est. Cost Unrealized
TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 0.0%
Value $630K (+33.6%) Shares 20,480 (+22.8%) Est. Cost Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $3.932M (+4.2%) Shares 48,803 (+2.4%) Est. Cost Unrealized
PLMR PALOMAR HLDGS INC COM 0.0%
Value $1.254M (+14.4%) Shares 9,922 (+8.1%) Est. Cost Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value $520K (+43.3%) Shares 6,489 (+45.6%) Est. Cost Unrealized
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value $186K (+528.0%) Shares 14,402 (+40.2%) Est. Cost Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value $388K (+67.2%) Shares 3,809 (+6.8%) Est. Cost Unrealized
AUR AURORA INNOVATION INC CLASS A COM 0.0%
Value $344K (+82.6%) Shares 50,395 (+10.3%) Est. Cost Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value $548K (+39.6%) Shares 2,726 (+35.6%) Est. Cost Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value $943K (+19.6%) Shares 39,812 (+8.5%) Est. Cost Unrealized
STAG STAG INDUSTRIAL INC COM 0.0%
Value $1.255M (+14.0%) Shares 32,986 (+8.0%) Est. Cost Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value $502K (+44.2%) Shares 20,923 (+66.3%) Est. Cost Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $1.133M (+15.7%) Shares 7,718 (+6.2%) Est. Cost Unrealized
CRSR CORSAIR GAMING INC COM 0.0%
Value $224K (+218.5%) Shares 23,159 (+82.8%) Est. Cost Unrealized
NMR NOMURA HLDGS INC SPONSORED ADR 0.0%
Value $422K (+57.1%) Shares 48,052 (+41.2%) Est. Cost Unrealized
GCOR GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF 0.0%
Value $6.837M (+2.3%) Shares 166,114 (+2.7%) Est. Cost Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value $866K (+21.5%) Shares 16,310 (+13.0%) Est. Cost Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value $187K (-45.0%) Shares 63,856 (+12.3%) Est. Cost Unrealized
ACNB ACNB CORP COM 0.0%
Value $703K (+27.7%) Shares 11,841 (+3.0%) Est. Cost Unrealized
GRC GORMAN RUPP CO COM 0.0%
Value $459K (+49.6%) Shares 5,000 (+1.3%) Est. Cost Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value $921K (+19.6%) Shares 24,915 (+17.5%) Est. Cost Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value $382K (+65.4%) Shares 7,900 (+65.6%) Est. Cost Unrealized
PK PARK HOTELS & RESORTS INC COM 0.0%
Value $556K (+37.2%) Shares 39,015 (+1.4%) Est. Cost Unrealized
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value $600K (+33.4%) Shares 23,584 (+30.1%) Est. Cost Unrealized
CHDN CHURCHILL DOWNS INC COM 0.0%
Value $1.252M (+13.6%) Shares 13,968 (+13.7%) Est. Cost Unrealized
GVA GRANITE CONSTR INC COM 0.0%
Value $554K (+36.9%) Shares 3,507 (+3.8%) Est. Cost Unrealized
SBSI SOUTHSIDE BANCSHARES INC COM 0.0%
Value $1.116M (+15.4%) Shares 31,725 (+1.9%) Est. Cost Unrealized
FATE FATE THERAPEUTICS INC COM 0.0%
Value $199K (+295.6%) Shares 73,612 (+75.8%) Est. Cost Unrealized
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value $540K (+38.0%) Shares 14,830 (+16.0%) Est. Cost Unrealized
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value $395K (+59.2%) Shares 4,269 (+3.5%) Est. Cost Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value $400K (+57.3%) Shares 6,485 (+46.3%) Est. Cost Unrealized
WABC WESTAMERICA BANCORPORATION COM 0.0%
Value $400K (+57.1%) Shares 6,810 (+39.7%) Est. Cost Unrealized
JJSF J & J SNACK FOODS CORP COM 0.0%
Value $349K (+71.2%) Shares 4,745 (+84.8%) Est. Cost Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $1.716M (+9.2%) Shares 44,789 (+14.8%) Est. Cost Unrealized
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value $2.455M (+6.2%) Shares 110,044 (+6.6%) Est. Cost Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $5.646M (-2.4%) Shares 239,029 (+26.1%) Est. Cost Unrealized
FSLY FASTLY INC CL A 0.0%
Value $392K (-26.4%) Shares 21,347 (+16.5%) Est. Cost Unrealized
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value $373K (+60.4%) Shares 3,440 (+10.8%) Est. Cost Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $1.648M (+9.3%) Shares 128,765 (+5.3%) Est. Cost Unrealized
FIBK FIRST INTST BANCSYSTEM INC COM 0.0%
Value $555K (+33.7%) Shares 14,389 (+15.8%) Est. Cost Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 0.0%
Value $344K (+67.8%) Shares 6,751 (+52.8%) Est. Cost Unrealized
AZZ AZZ INC COM 0.0%
Value $361K (+62.6%) Shares 2,326 (+31.2%) Est. Cost Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.0%
Value $1.799M (+8.3%) Shares 42,625 (+2.1%) Est. Cost Unrealized
LFST LIFESTANCE HEALTH GROUP INC COM 0.0%
Value $245K (+126.3%) Shares 22,896 (+34.6%) Est. Cost Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $3.128M (+4.6%) Shares 46,524 (+2.2%) Est. Cost Unrealized
PTC PTC INC COM 0.0%
Value $1.402M (-8.9%) Shares 12,337 (+14.3%) Est. Cost Unrealized
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG 0.0%
Value $550K (+33.0%) Shares 14,186 (+11.2%) Est. Cost Unrealized
MC MOELIS & CO CL A 0.0%
Value $911K (+17.6%) Shares 13,918 (+2.5%) Est. Cost Unrealized
SNAP SNAP INC CL A 0.0%
Value $281K (+93.8%) Shares 63,388 (+100.8%) Est. Cost Unrealized
CFFN CAPITOL FED FINL INC COM 0.0%
Value $780K (+21.0%) Shares 91,687 (+1.4%) Est. Cost Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value $697K (-16.2%) Shares 33,730 (+5.6%) Est. Cost Unrealized
SRE SEMPRA COM 0.0%
Value $9.174M (+1.5%) Shares 98,957 (+6.4%) Est. Cost Unrealized
LMND LEMONADE INC COM 0.0%
Value $463K (+41.1%) Shares 7,117 (+36.0%) Est. Cost Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value $526K (+34.2%) Shares 7,693 (+26.8%) Est. Cost Unrealized
EFSC ENTERPRISE FINL SVCS CORP COM 0.0%
Value $534K (+33.1%) Shares 8,102 (+9.3%) Est. Cost Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value $522K (+33.7%) Shares 3,916 (+11.2%) Est. Cost Unrealized
ISVL ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF 0.0%
Value $555K (+31.0%) Shares 11,031 (+25.2%) Est. Cost Unrealized
OCFC OCEANFIRST FINL CORP COM 0.0%
Value $347K (+60.9%) Shares 17,764 (+48.7%) Est. Cost Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $30.94M (+0.4%) Shares 403,393 (+1.1%) Est. Cost Unrealized
UMH UMH PPTYS INC COM 0.0%
Value $302K (+76.7%) Shares 19,917 (+68.4%) Est. Cost Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value $629K (+26.1%) Shares 41,852 (+33.4%) Est. Cost Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value $878K (+17.3%) Shares 1,635 (+14.3%) Est. Cost Unrealized
SUPN SUPERNUS PHARMACEUTICALS COM 0.0%
Value $1.951M (-6.2%) Shares 41,958 (+4.2%) Est. Cost Unrealized
VSEC VSE CORP COM 0.0%
Value $481K (+36.6%) Shares 2,106 (+10.3%) Est. Cost Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value $2.88M (+4.7%) Shares 13,817 (+24.1%) Est. Cost Unrealized
PRKS UNITED PARKS & RESORTS INC COM 0.0%
Value $381K (+50.1%) Shares 7,990 (+2.7%) Est. Cost Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value $515K (+32.6%) Shares 2,557 (+32.8%) Est. Cost Unrealized
MLTX MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 0.0%
Value $340K (+59.2%) Shares 17,445 (+52.4%) Est. Cost Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value $879K (+16.8%) Shares 8,694 (+11.8%) Est. Cost Unrealized
PBR PETROLEO BRASILEIRO S A SPONSORED ADR 0.0%
Value $339K (+58.9%) Shares 20,997 (+104.0%) Est. Cost Unrealized
CF CF INDUSTRIES HOLD COM 0.0%
Value $1.377M (-8.3%) Shares 12,722 (+10.0%) Est. Cost Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value $1.644M (+8.1%) Shares 26,816 (+2.0%) Est. Cost Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value $707K (+21.1%) Shares 15,734 (+43.3%) Est. Cost Unrealized
CE CELANESE CORP DEL COM 0.0%
Value $324K (-27.5%) Shares 7,047 (+3.7%) Est. Cost Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value $2.321M (+5.6%) Shares 56,199 (+2.1%) Est. Cost Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value $4.521M (+2.8%) Shares 202,090 (+3.1%) Est. Cost Unrealized
RSPC INVESCO S&P 500 EQUAL WEIGHT COMMUNICATION SERVICES ETF 0.0%
Value $479K (+34.0%) Shares 13,575 (+42.0%) Est. Cost Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value $640K (-16.0%) Shares 11,391 (+6.9%) Est. Cost Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value $462K (+35.6%) Shares 18,821 (+30.6%) Est. Cost Unrealized
SKT TANGER INC COM 0.0%
Value $669K (+21.9%) Shares 16,954 (+4.9%) Est. Cost Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value $2.534M (+5.0%) Shares 114,451 (+5.7%) Est. Cost Unrealized
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value $451K (+35.9%) Shares 18,464 (+4.7%) Est. Cost Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value $4.019M (+3.0%) Shares 279,500 (+2.5%) Est. Cost Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value $1.282M (+10.2%) Shares 65,697 (+8.6%) Est. Cost Unrealized
PEBO PEOPLES BANCORP INC COM 0.0%
Value $322K (+58.1%) Shares 8,375 (+35.3%) Est. Cost Unrealized
MAMA MAMAS CREATIONS INC COM 0.0%
Value $638K (+22.6%) Shares 35,731 (+5.3%) Est. Cost Unrealized
HAE HAEMONETICS CORP MASS COM 0.0%
Value $438K (+36.6%) Shares 5,838 (+2.6%) Est. Cost Unrealized
MLAB MESA LABS INC COM 0.0%
Value $326K (+56.1%) Shares 3,273 (+38.6%) Est. Cost Unrealized
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.0%
Value $724K (+19.1%) Shares 18,064 (+2.8%) Est. Cost Unrealized
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.0%
Value $1.132M (+11.3%) Shares 21,493 (+4.4%) Est. Cost Unrealized
VNDA VANDA PHARMACEUTICALS INC COM 0.0%
Value $223K (+106.1%) Shares 36,376 (+132.6%) Est. Cost Unrealized
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value $242K (+89.6%) Shares 64,292 (+84.0%) Est. Cost Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value $192K (+147.1%) Shares 100,175 (+80.2%) Est. Cost Unrealized
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value $305K (+59.8%) Shares 18,131 (+9.4%) Est. Cost Unrealized
ATRC ATRICURE INC COM 0.0%
Value $364K (+45.3%) Shares 13,022 (+48.2%) Est. Cost Unrealized
CM CANADIAN IMPERIAL BANK OF COMM COM 0.0%
Value $530K (+27.1%) Shares 4,604 (+4.8%) Est. Cost Unrealized
INMD INMODE LTD SHS 0.0%
Value $279K (+68.0%) Shares 19,062 (+57.2%) Est. Cost Unrealized
WSFS WSFS FINL CORP COM 0.0%
Value $469K (+31.6%) Shares 6,118 (+12.2%) Est. Cost Unrealized
APPN APPIAN CORP CL A 0.0%
Value $329K (+51.9%) Shares 14,355 (+59.9%) Est. Cost Unrealized
LEVI LEVI STRAUSS & CO NEW CL A COM STK 0.0%
Value $320K (+54.1%) Shares 12,870 (+14.7%) Est. Cost Unrealized
PHIN PHINIA INC COMMON STOCK 0.0%
Value $580K (+23.7%) Shares 7,045 (+2.8%) Est. Cost Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value $772K (+16.6%) Shares 13,211 (+1.8%) Est. Cost Unrealized
CVSA COVISTA INC COM 0.0%
Value $485K (+29.1%) Shares 3,887 (+19.3%) Est. Cost Unrealized
OII OCEANEERING INTL INC COM 0.0%
Value $636K (+20.6%) Shares 15,698 (+5.6%) Est. Cost Unrealized
ACM AECOM COM 0.0%
Value $984K (-10.0%) Shares 14,091 (+9.4%) Est. Cost Unrealized
CRBG COREBRIDGE FINL INC COM 0.0%
Value $498K (+27.8%) Shares 17,383 (+6.5%) Est. Cost Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 0.0%
Value $311K (+53.2%) Shares 4,560 (+47.8%) Est. Cost Unrealized
EXPO EXPONENT INC COM 0.0%
Value $1.735M (-5.8%) Shares 29,529 (+4.6%) Est. Cost Unrealized
ALHC ALIGNMENT HEALTHCARE INC COM 0.0%
Value $301K (+55.4%) Shares 12,642 (+15.0%) Est. Cost Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value $5.204M (+2.1%) Shares 11,891 (+10.7%) Est. Cost Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $789K (+15.6%) Shares 20,809 (+1.2%) Est. Cost Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $863K (+14.0%) Shares 17,819 (+13.1%) Est. Cost Unrealized
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.0%
Value $332K (+46.4%) Shares 5,610 (+36.2%) Est. Cost Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value $989K (+11.8%) Shares 13,552 (+1.3%) Est. Cost Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $666K (+18.5%) Shares 15,992 (+6.6%) Est. Cost Unrealized
PCG PG&E CORP COM 0.0%
Value $10.5M (+1.0%) Shares 624,006 (+5.5%) Est. Cost Unrealized
DRH DIAMONDROCK HOSPITALITY CO COM 0.0%
Value $369K (+38.8%) Shares 30,290 (+6.8%) Est. Cost Unrealized
NGEN NERVGEN PHARMA CORP COM 0.0%
Value $133K (-43.6%) Shares 64,423 (+3.3%) Est. Cost Unrealized
HYFI AB HIGH YIELD ETF 0.0%
Value $553K (+22.6%) Shares 14,808 (+22.1%) Est. Cost Unrealized
BOKF BOK FINL CORP COM NEW 0.0%
Value $588K (+20.7%) Shares 4,235 (+11.3%) Est. Cost Unrealized
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value $347K (+40.9%) Shares 13,469 (+46.5%) Est. Cost Unrealized
MCY MERCURY GENL CORP NEW COM 0.0%
Value $489K (+25.7%) Shares 4,589 (+4.0%) Est. Cost Unrealized
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK 0.0%
Value $1.248M (+8.7%) Shares 38,412 (+1.3%) Est. Cost Unrealized
MATW MATTHEWS INTL CORP CL A 0.0%
Value $1.123M (+9.8%) Shares 41,721 (+5.3%) Est. Cost Unrealized
NEUBERGER NEXT GENERATION COMMON STOCK 0.0%
Value $232K (+75.1%) Shares 14,029 (+36.3%) Est. Cost Unrealized
STBA S & T BANCORP INC COM 0.0%
Value $566K (+21.3%) Shares 11,534 (+3.3%) Est. Cost Unrealized
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW 0.0%
Value $418K (+30.3%) Shares 27,971 (+14.9%) Est. Cost Unrealized
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 0.0%
Value $388K (+33.3%) Shares 11,799 (+21.1%) Est. Cost Unrealized
TRNO TERRENO RLTY CORP COM 0.0%
Value $453K (+27.1%) Shares 6,997 (+20.5%) Est. Cost Unrealized
OBK ORIGIN BANCORP INC COM 0.0%
Value $333K (+40.8%) Shares 6,519 (+14.1%) Est. Cost Unrealized
TBLA TABOOLA.COM LTD ORD SHS 0.0%
Value $176K (+120.7%) Shares 35,292 (+36.8%) Est. Cost Unrealized
GLOB GLOBANT S A COM 0.0%
Value $203K (-32.1%) Shares 7,024 (+8.2%) Est. Cost Unrealized
JBI JANUS INTERNATIONAL GROUP INC COMMON STOCK 0.0%
Value $208K (+84.0%) Shares 37,438 (+70.8%) Est. Cost Unrealized
PLNT PLANET FITNESS MASTER ISSUER L CL A 0.0%
Value $457K (-17.1%) Shares 8,763 (+18.1%) Est. Cost Unrealized
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value $566K (+19.8%) Shares 51,819 (+20.9%) Est. Cost Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value $1.152M (+8.8%) Shares 98,103 (+4.1%) Est. Cost Unrealized
FTS FORTIS INC COM 0.0%
Value $463K (+25.0%) Shares 8,097 (+21.9%) Est. Cost Unrealized
HPK HIGHPEAK ENERGY INC COM 0.0%
Value $175K (+111.8%) Shares 25,080 (+109.2%) Est. Cost Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.0%
Value $1.081M (-7.9%) Shares 11,269 (+4.8%) Est. Cost Unrealized
ICUI ICU MED INC COM 0.0%
Value $369K (+33.1%) Shares 2,516 (+17.2%) Est. Cost Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value $3.558M (-2.5%) Shares 79,429 (+18.9%) Est. Cost Unrealized
ENSG ENSIGN GROUP INC COM 0.0%
Value $375K (-19.3%) Shares 2,341 (+1.4%) Est. Cost Unrealized
EYE NATIONAL VISION HLDGS INC COM 0.0%
Value $258K (-25.8%) Shares 13,595 (+1.1%) Est. Cost Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value $695K (+14.8%) Shares 50,694 (+15.2%) Est. Cost Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $6.204M (+1.5%) Shares 251,565 (+2.5%) Est. Cost Unrealized
SHLS SHOALS TECHNOLOGIES GROUP INC CL A 0.0%
Value $183K (+94.1%) Shares 18,450 (+29.0%) Est. Cost Unrealized
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value $760K (+13.2%) Shares 6,659 (+1.1%) Est. Cost Unrealized
YOU CLEAR SECURE INC COM CL A 0.0%
Value $363K (+32.0%) Shares 6,522 (+14.7%) Est. Cost Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value $901K (-8.9%) Shares 18,080 (+28.8%) Est. Cost Unrealized
TBBK BANCORP INC DEL COM 0.0%
Value $294K (+42.8%) Shares 4,690 (+22.5%) Est. Cost Unrealized
CRC CALIFORNIA RES CORP COM STOCK 0.0%
Value $314K (-21.7%) Shares 5,943 (+2.5%) Est. Cost Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value $559K (+18.5%) Shares 7,185 (+10.3%) Est. Cost Unrealized
HAFC HANMI FINL CORP COM NEW 0.0%
Value $336K (+34.7%) Shares 10,373 (+9.6%) Est. Cost Unrealized
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value $475K (+22.1%) Shares 5,936 (+59.8%) Est. Cost Unrealized
OPTU OPTIMUM COMMUNICATIONS INC CL A 0.0%
Value $103K (+475.1%) Shares 71,290 (+415.7%) Est. Cost Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value $551K (+18.2%) Shares 20,268 (+19.1%) Est. Cost Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value $7.485M (+1.1%) Shares 308,426 (+1.2%) Est. Cost Unrealized
ERIE ERIE INDTY CO CL A 0.0%
Value $588K (+16.8%) Shares 2,451 (+22.4%) Est. Cost Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value $344K (+32.5%) Shares 6,123 (+22.8%) Est. Cost Unrealized
RYN RAYONIER INC COM 0.0%
Value $422K (+24.9%) Shares 19,839 (+21.0%) Est. Cost Unrealized
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 0.0%
Value $1.141M (+7.9%) Shares 46,864 (+6.8%) Est. Cost Unrealized
CLDT CHATHAM LODGING TR COM 0.0%
Value $167K (+99.3%) Shares 12,586 (+18.5%) Est. Cost Unrealized
BHB BAR HBR BANKSHARES COM 0.0%
Value $335K (+32.6%) Shares 8,869 (+14.0%) Est. Cost Unrealized
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value $860K (+10.6%) Shares 19,862 (+6.8%) Est. Cost Unrealized
UIS UNISYS CORP COM NEW 0.0%
Value $103K (+394.9%) Shares 28,094 (+179.9%) Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $569K (+16.8%) Shares 32,805 (+1.4%) Est. Cost Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value $439K (+23.0%) Shares 17,167 (+5.3%) Est. Cost Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $375K (+27.7%) Shares 6,019 (+8.3%) Est. Cost Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value $942K (+9.4%) Shares 203,965 (+9.6%) Est. Cost Unrealized
MYGN MYRIAD GENETICS INC COM 0.0%
Value $144K (+125.4%) Shares 25,261 (+77.6%) Est. Cost Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value $138K (+138.3%) Shares 37,672 (+99.3%) Est. Cost Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value $1.453M (+5.8%) Shares 28,777 (+2.1%) Est. Cost Unrealized
TOST TOAST INC CL A 0.0%
Value $1.243M (+6.9%) Shares 44,679 (+1.8%) Est. Cost Unrealized
SABR SABRE CORP COM 0.0%
Value $207K (+60.7%) Shares 99,218 (+11.5%) Est. Cost Unrealized
AJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 0.0%
Value $646K (+13.7%) Shares 22,777 (+10.8%) Est. Cost Unrealized
BCML BAYCOM CORP COM 0.0%
Value $710K (+12.3%) Shares 21,573 (+1.4%) Est. Cost Unrealized
RZLT REZOLUTE INC COM NEW 0.0%
Value $121K (+178.1%) Shares 23,210 (+63.1%) Est. Cost Unrealized
ACDC PROFRAC HLDG CORP CLASS A COM 0.0%
Value $204K (+61.0%) Shares 35,096 (+71.8%) Est. Cost Unrealized
NEXT NEXTDECADE CORP COM 0.0%
Value $458K (+20.1%) Shares 60,759 (+22.0%) Est. Cost Unrealized
AKR ACADIA RLTY TR COM SH BEN INT 0.0%
Value $749K (+11.4%) Shares 35,816 (+1.9%) Est. Cost Unrealized
BCI ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF 0.0%
Value $1.415M (-5.1%) Shares 63,337 (+3.2%) Est. Cost Unrealized
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value $2.32M (+3.4%) Shares 79,880 (+3.4%) Est. Cost Unrealized
OEC ORION S.A. COM 0.0%
Value $149K (+100.5%) Shares 22,529 (+96.4%) Est. Cost Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value $721K (+11.5%) Shares 7,711 (+5.0%) Est. Cost Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value $3.575M (+2.1%) Shares 82,217 (+2.0%) Est. Cost Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value $276K (+36.6%) Shares 2,180 (+28.9%) Est. Cost Unrealized
ZIP ZIPRECRUITER INC CL A 0.0%
Value $105K (+236.2%) Shares 28,090 (+64.9%) Est. Cost Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value $88,487 (+502.5%) Shares 28,271 (+148.3%) Est. Cost Unrealized
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $260K (+39.2%) Shares 30,861 (+19.8%) Est. Cost Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $747K (+10.8%) Shares 14,209 (+10.0%) Est. Cost Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value $1.051M (+7.5%) Shares 56,249 (+5.8%) Est. Cost Unrealized
XERS XERIS BIOPHARMA HOLDINGS INC COM 0.0%
Value $158K (+84.4%) Shares 19,993 (+35.0%) Est. Cost Unrealized
ASUR ASURE SOFTWARE INC COM 0.0%
Value $1.12M (-6.0%) Shares 141,033 (+1.8%) Est. Cost Unrealized
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.0%
Value $205K (+53.4%) Shares 11,845 (+10.1%) Est. Cost Unrealized
HNST HONEST CO INC COM 0.0%
Value $265K (+36.8%) Shares 72,391 (+9.8%) Est. Cost Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.0%
Value $381K (+22.9%) Shares 4,653 (+14.8%) Est. Cost Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value $505K (+16.2%) Shares 3,914 (+3.8%) Est. Cost Unrealized
VIR VIR BIOTECHNOLOGY INC COM 0.0%
Value $407K (+20.9%) Shares 39,917 (+6.3%) Est. Cost Unrealized
PERI PERION NETWORK LTD SHS NEW 0.0%
Value $1.62M (+4.5%) Shares 166,865 (+7.5%) Est. Cost Unrealized
BTBT BIT DIGITAL INC SHS 0.0%
Value $85,270 (+446.0%) Shares 47,372 (+297.3%) Est. Cost Unrealized
APPF APPFOLIO INC COM CL A 0.0%
Value $310K (+28.6%) Shares 1,935 (+26.6%) Est. Cost Unrealized
ILOW AB INTERNATIONAL LOW VOLATILITY EQUITY ETF 0.0%
Value $418K (+19.7%) Shares 9,185 (+12.4%) Est. Cost Unrealized
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $132K (+106.5%) Shares 31,472 (+28.1%) Est. Cost Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value $151K (+81.9%) Shares 19,613 (+87.1%) Est. Cost Unrealized
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value $366K (+22.8%) Shares 18,108 (+24.1%) Est. Cost Unrealized
KELYA KELLY SVCS INC CL A 0.0%
Value $170K (+65.9%) Shares 13,869 (+19.6%) Est. Cost Unrealized
TTI TETRA TECHNOLOGIES INC DEL COM 0.0%
Value $250K (+37.0%) Shares 22,087 (+3.0%) Est. Cost Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value $264K (+34.3%) Shares 25,627 (+8.5%) Est. Cost Unrealized
EVEX EVE HLDG INC COM 0.0%
Value $99,115 (+209.2%) Shares 39,488 (+205.2%) Est. Cost Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value $185K (+56.2%) Shares 19,090 (+10.3%) Est. Cost Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.0%
Value $2.224M (+3.1%) Shares 88,703 (+2.9%) Est. Cost Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value $626K (+11.8%) Shares 15,767 (+7.8%) Est. Cost Unrealized
EXC EXELON CORP COM 0.0%
Value $3.258M (-2.0%) Shares 69,877 (+3.1%) Est. Cost Unrealized
RLJ RLJ LODGING TR COM 0.0%
Value $145K (+83.2%) Shares 12,225 (+14.7%) Est. Cost Unrealized
CMC COMMERCIAL METALS CO COM 0.0%
Value $722K (+9.9%) Shares 11,512 (+7.6%) Est. Cost Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value $814K (+8.7%) Shares 75,125 (+9.1%) Est. Cost Unrealized
NTB BANK OF N T BUTTERFIELD & SON SHS NEW 0.0%
Value $382K (+20.6%) Shares 6,413 (+6.4%) Est. Cost Unrealized
SATL SATELLOGIC INC COM CL A 0.0%
Value $163K (+66.0%) Shares 28,439 (+57.7%) Est. Cost Unrealized
GDRX GOODRX HLDGS INC COM CL A 0.0%
Value $88,105 (+271.9%) Shares 30,592 (+153.0%) Est. Cost Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value $1.223M (+5.5%) Shares 8,232 (+2.8%) Est. Cost Unrealized
WEAV WEAVE COMMUNICATIONS INC COM 0.0%
Value $123K (+109.5%) Shares 20,526 (+61.6%) Est. Cost Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value $327K (+24.3%) Shares 3,384 (+7.4%) Est. Cost Unrealized
LAZ LAZARD INC COM 0.0%
Value $1.01M (+6.7%) Shares 24,094 (+8.1%) Est. Cost Unrealized
AMAL AMALGAMATED FINANCIAL CORP COM 0.0%
Value $328K (+24.0%) Shares 7,137 (+5.0%) Est. Cost Unrealized
ANNX ANNEXON INC COM 0.0%
Value $502K (+14.4%) Shares 87,909 (+11.0%) Est. Cost Unrealized
AORT ARTIVION INC COM 0.0%
Value $207K (-23.3%) Shares 9,205 (+24.9%) Est. Cost Unrealized
ROYCE GLOBAL TRUST INC COM 0.0%
Value $590K (+11.9%) Shares 41,435 (+5.1%) Est. Cost Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value $656K (+10.5%) Shares 3,782 (+1.0%) Est. Cost Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $13.03M (+0.5%) Shares 475,468 (+397.5%) Est. Cost Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value $142K (+77.7%) Shares 13,339 (+31.0%) Est. Cost Unrealized
RVLV REVOLVE GROUP INC CL A 0.0%
Value $302K (+25.8%) Shares 13,195 (+24.2%) Est. Cost Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $236K (+35.6%) Shares 23,912 (+24.0%) Est. Cost Unrealized
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $753K (-7.6%) Shares 4,882 (+8.9%) Est. Cost Unrealized
PFS PROVIDENT FINL SVCS INC COM 0.0%
Value $274K (+28.2%) Shares 11,579 (+14.7%) Est. Cost Unrealized
VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF 0.0%
Value $2.763M (+2.2%) Shares 27,367 (+1.2%) Est. Cost Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value $410K (+16.5%) Shares 8,439 (+11.2%) Est. Cost Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value $1.481M (+4.0%) Shares 78,469 (+34.5%) Est. Cost Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value $345K (+19.9%) Shares 3,781 (+5.1%) Est. Cost Unrealized
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 0.0%
Value $1.796M (+3.3%) Shares 20,292 (+2.7%) Est. Cost Unrealized
AESI ATLAS ENERGY SOLUTIONS INC COM NEW 0.0%
Value $259K (+28.1%) Shares 15,583 (+1.2%) Est. Cost Unrealized
APOC INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO APR/OCT 0.0%
Value $564K (+11.2%) Shares 21,451 (+8.1%) Est. Cost Unrealized
NUVB NUVATION BIO INC COM CL A 0.0%
Value $176K (+47.6%) Shares 30,928 (+11.4%) Est. Cost Unrealized
ALG ALAMO GROUP INC COM 0.0%
Value $439K (+14.8%) Shares 2,666 (+15.2%) Est. Cost Unrealized
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.0%
Value $121K (+87.6%) Shares 53,261 (+15.7%) Est. Cost Unrealized
FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF 0.0%
Value $444K (+14.5%) Shares 14,153 (+12.4%) Est. Cost Unrealized
TDW TIDEWATER INC NEW COM 0.0%
Value $284K (+24.3%) Shares 4,260 (+55.9%) Est. Cost Unrealized
LPG DORIAN LPG LTD SHS USD 0.0%
Value $296K (+23.1%) Shares 8,503 (+21.0%) Est. Cost Unrealized
TRMK TRUSTMARK CORP COM 0.0%
Value $455K (+13.8%) Shares 9,895 (+4.3%) Est. Cost Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value $439K (+14.4%) Shares 18,728 (+13.8%) Est. Cost Unrealized
QCRH QCR HLDGS INC COM 0.0%
Value $355K (+18.2%) Shares 3,650 (+3.8%) Est. Cost Unrealized
KRNY KEARNY FINL CORP MD COM 0.0%
Value $178K (+43.4%) Shares 18,810 (+14.5%) Est. Cost Unrealized
AZ A2Z CUST2MATE SOLUTIONS CORP COM 0.0%
Value $639K (+9.2%) Shares 109,763 (+25.2%) Est. Cost Unrealized
PAYO PAYONEER GLOBAL INC COM 0.0%
Value $145K (+59.0%) Shares 20,353 (+7.9%) Est. Cost Unrealized
ASTE ASTEC INDS INC COM 0.0%
Value $272K (+24.6%) Shares 4,438 (+9.6%) Est. Cost Unrealized
AMPL AMPLITUDE INC COM CL A 0.0%
Value $147K (+57.5%) Shares 19,215 (+40.4%) Est. Cost Unrealized
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $313K (+20.7%) Shares 5,552 (+1.1%) Est. Cost Unrealized
NUVEEN MASS QUALITY MUN INC COM 0.0%
Value $315K (+20.4%) Shares 24,259 (+14.1%) Est. Cost Unrealized
MMS MAXIMUS INC COM 0.0%
Value $617K (-8.0%) Shares 11,482 (+9.7%) Est. Cost Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $1.727M (-2.9%) Shares 46,531 (+4.1%) Est. Cost Unrealized
RC READY CAPITAL CORP COM 0.0%
Value $83,764 (+162.2%) Shares 47,865 (+142.7%) Est. Cost Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value $405K (+14.6%) Shares 15,206 (+13.7%) Est. Cost Unrealized
MIR MIRION TECHNOLOGIES INC COM CL A 0.0%
Value $584K (+9.6%) Shares 32,545 (+13.7%) Est. Cost Unrealized
PDM PIEDMONT REALTY TRUST INC COM CL A 0.0%
Value $158K (+47.5%) Shares 17,247 (+5.9%) Est. Cost Unrealized
VCRB VANGUARD CORE BOND ETF 0.0%
Value $413K (+14.0%) Shares 5,347 (+14.2%) Est. Cost Unrealized
SONO SONOS INC COM 0.0%
Value $350K (+16.9%) Shares 25,885 (+15.7%) Est. Cost Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value $166K (+43.8%) Shares 13,498 (+33.6%) Est. Cost Unrealized
BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF 0.0%
Value $381K (+15.3%) Shares 18,846 (+15.3%) Est. Cost Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.0%
Value $305K (+19.7%) Shares 1,521 (+8.1%) Est. Cost Unrealized
CERS CERUS CORP COM 0.0%
Value $125K (+66.7%) Shares 42,819 (+3.9%) Est. Cost Unrealized
AVR ANTERIS TECHNOLOGIES GLOBAL COM 0.0%
Value $108K (+85.8%) Shares 10,915 (+4.7%) Est. Cost Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value $95,556 (+108.0%) Shares 63,704 (+58.1%) Est. Cost Unrealized
DNOW DNOW INC COM 0.0%
Value $309K (+19.1%) Shares 23,844 (+9.3%) Est. Cost Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC COM 0.0%
Value $292K (+20.4%) Shares 11,129 (+8.2%) Est. Cost Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value $744K (+7.1%) Shares 14,643 (+4.5%) Est. Cost Unrealized
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value $1.91M (+2.6%) Shares 62,394 (+1.1%) Est. Cost Unrealized
NBR NABORS INDUSTRIES LTD SHS 0.0%
Value $292K (+19.8%) Shares 3,480 (+22.8%) Est. Cost Unrealized
IMAY INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - MAY 0.0%
Value $594K (+8.8%) Shares 18,725 (+3.3%) Est. Cost Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.0%
Value $361K (+15.2%) Shares 4,883 (+10.4%) Est. Cost Unrealized
SKYH SKY HARBOUR GROUP CORPORATION COM CL A 0.0%
Value $265K (+21.8%) Shares 26,946 (+19.2%) Est. Cost Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value $313K (+17.8%) Shares 12,738 (+14.5%) Est. Cost Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value $1.68M (+2.9%) Shares 72,645 (+3.3%) Est. Cost Unrealized
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $64,315 (+269.6%) Shares 33,850 (+90.6%) Est. Cost Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value $306K (+17.8%) Shares 5,265 (+14.7%) Est. Cost Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value $258K (+21.9%) Shares 32,639 (+25.7%) Est. Cost Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $1.426M (+3.3%) Shares 8,185 (+2.0%) Est. Cost Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $7.697M (-0.6%) Shares 38,180 (+3.1%) Est. Cost Unrealized
DNUT KRISPY KREME INC COM 0.0%
Value $123K (+59.1%) Shares 34,737 (+52.8%) Est. Cost Unrealized
IPGP IPG PHOTONICS CORP COM 0.0%
Value $1.116M (+4.2%) Shares 9,516 (+1.8%) Est. Cost Unrealized
UVV UNIVERSAL CORP VA MTNS BK ENT COM 0.0%
Value $377K (+13.4%) Shares 7,225 (+14.6%) Est. Cost Unrealized
INGN INOGEN INC COM 0.0%
Value $123K (+56.4%) Shares 19,088 (+49.9%) Est. Cost Unrealized
STRA STRATEGIC ED INC COM 0.0%
Value $287K (+18.2%) Shares 3,739 (+28.0%) Est. Cost Unrealized
VVX V2X INC COM 0.0%
Value $333K (+15.2%) Shares 4,465 (+5.8%) Est. Cost Unrealized
GNW GENWORTH FINL INC COM SHS 0.0%
Value $136K (+46.8%) Shares 14,411 (+25.8%) Est. Cost Unrealized
CMPX COMPASS THERAPEUTICS INC COM 0.0%
Value $71,414 (-37.7%) Shares 32,609 (+50.4%) Est. Cost Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value $379K (+12.8%) Shares 4,655 (+2.8%) Est. Cost Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value $562K (-7.1%) Shares 5,020 (+8.5%) Est. Cost Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value $527K (-7.5%) Shares 16,094 (+1.7%) Est. Cost Unrealized
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 0.0%
Value $397K (+11.9%) Shares 2,125 (+2.8%) Est. Cost Unrealized
NBHC NATIONAL BK HLDGS CORP CL A 0.0%
Value $283K (+17.0%) Shares 6,361 (+3.1%) Est. Cost Unrealized
ASPI ASP ISOTOPES INC COM 0.0%
Value $95,415 (+75.3%) Shares 15,340 (+24.6%) Est. Cost Unrealized
PIMCO MUN INCOME FD II COM 0.0%
Value $2.37M (+1.7%) Shares 311,408 (+1.1%) Est. Cost Unrealized
HTH HILLTOP HLDGS INC COM 0.0%
Value $287K (+15.7%) Shares 7,406 (+6.9%) Est. Cost Unrealized
PUK PRUDENTIAL PLC ADR 0.0%
Value $350K (+12.4%) Shares 13,045 (+19.2%) Est. Cost Unrealized
NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value $456K (+9.2%) Shares 6,044 (+21.5%) Est. Cost Unrealized
NG NOVAGOLD RESOURCES INC COM NEW 0.0%
Value $322K (-10.7%) Shares 53,910 (+34.4%) Est. Cost Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value $459K (+9.0%) Shares 4,882 (+5.6%) Est. Cost Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value $384K (+11.0%) Shares 4,235 (+12.7%) Est. Cost Unrealized
CMRC COMMERCE.COM INC COM SER 1 0.0%
Value $75,814 (+98.4%) Shares 25,613 (+79.0%) Est. Cost Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value $87,576 (-29.9%) Shares 38,243 (+10.7%) Est. Cost Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $816K (+4.8%) Shares 18,202 (+3.9%) Est. Cost Unrealized
TLS TELOS CORP MD COM 0.0%
Value $108K (+53.1%) Shares 23,389 (+39.5%) Est. Cost Unrealized
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A 0.0%
Value $395K (-8.6%) Shares 23,328 (+3.2%) Est. Cost Unrealized
BSMW INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF 0.0%
Value $435K (+9.3%) Shares 17,310 (+8.1%) Est. Cost Unrealized
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value $94,854 (+62.1%) Shares 56,461 (+27.4%) Est. Cost Unrealized
UNFI UNITED NAT FOODS INC COM 0.0%
Value $695K (+5.5%) Shares 15,228 (+4.1%) Est. Cost Unrealized
FOX FOX CORP CL B COM 0.0%
Value $361K (-9.1%) Shares 7,705 (+3.1%) Est. Cost Unrealized
WTBA WEST BANCORPORATION INC CAP STK 0.0%
Value $276K (+14.8%) Shares 10,407 (+2.9%) Est. Cost Unrealized
CXM SPRINKLR INC CL A 0.0%
Value $132K (+36.6%) Shares 25,503 (+58.8%) Est. Cost Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value $357K (+10.9%) Shares 3,967 (+8.2%) Est. Cost Unrealized
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.0%
Value $734K (+5.0%) Shares 11,703 (+5.1%) Est. Cost Unrealized
KODK EASTMAN KODAK CO COM NEW 0.0%
Value $359K (+10.6%) Shares 38,837 (+8.2%) Est. Cost Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value $374K (+10.1%) Shares 8,077 (+6.5%) Est. Cost Unrealized
KRP KIMBELL RTY PARTNERS LP UNIT 0.0%
Value $427K (+8.5%) Shares 29,381 (+8.0%) Est. Cost Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value $1.789M (+1.9%) Shares 36,772 (+6.4%) Est. Cost Unrealized
INSW INTERNATIONAL SEAWAYS INC COM 0.0%
Value $342K (+10.7%) Shares 4,467 (+5.3%) Est. Cost Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value $255K (-11.5%) Shares 16,918 (+12.5%) Est. Cost Unrealized
BSCY INVESCO BULLETSHARES 2034 CORPORATE BOND ETF 0.0%
Value $479K (+7.3%) Shares 23,156 (+7.5%) Est. Cost Unrealized
GPOR GULFPORT ENERGY CORP COMMON SHARES 0.0%
Value $400K (+8.6%) Shares 2,357 (+35.5%) Est. Cost Unrealized
SSK REX-OSPREY SOL STAKING ETF 0.0%
Value $280K (-10.1%) Shares 28,202 (+1.8%) Est. Cost Unrealized
PIPR PIPER SANDLER COMPANIES COM NEW 0.0%
Value $1.316M (-2.3%) Shares 18,192 (+3.4%) Est. Cost Unrealized
BMI BADGER METER INC COM 0.0%
Value $234K (+15.1%) Shares 1,576 (+18.1%) Est. Cost Unrealized
MXCT MAXCYTE INC COM 0.0%
Value $38,553 (+378.6%) Shares 31,344 (+173.3%) Est. Cost Unrealized
PLAB PHOTRONICS INC COM 0.0%
Value $410K (-6.9%) Shares 12,592 (+15.6%) Est. Cost Unrealized
BSSX INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF 0.0%
Value $378K (+8.7%) Shares 14,641 (+7.1%) Est. Cost Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $176K (+20.3%) Shares 17,523 (+30.0%) Est. Cost Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value $309K (+10.6%) Shares 1,053 (+5.0%) Est. Cost Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value $98,159 (+42.2%) Shares 30,296 (+8.4%) Est. Cost Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $290K (+11.0%) Shares 11,601 (+10.8%) Est. Cost Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $1.279M (+2.3%) Shares 28,514 (+1.4%) Est. Cost Unrealized
FEPI REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF 0.0%
Value $253K (+12.8%) Shares 5,863 (+3.8%) Est. Cost Unrealized
ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF 0.0%
Value $287K (+11.0%) Shares 9,795 (+9.4%) Est. Cost Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value $205K (+16.0%) Shares 24,026 (+12.0%) Est. Cost Unrealized
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 0.0%
Value $750K (+3.8%) Shares 35,620 (+4.3%) Est. Cost Unrealized
APA APA CORPORATION COM 0.0%
Value $1.786M (+1.6%) Shares 54,842 (+32.4%) Est. Cost Unrealized
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value $184K (+17.7%) Shares 11,319 (+6.2%) Est. Cost Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value $1.107M (+2.5%) Shares 44,278 (+2.9%) Est. Cost Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $501K (+5.8%) Shares 14,230 (+12.4%) Est. Cost Unrealized
TDAY USA TODAY CO INC COM 0.0%
Value $123K (+28.3%) Shares 14,369 (+5.8%) Est. Cost Unrealized
CNDT CONDUENT INC COM 0.0%
Value $50,370 (+116.3%) Shares 34,500 (+89.7%) Est. Cost Unrealized
OMAH VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF 0.0%
Value $800K (+3.5%) Shares 43,379 (+1.1%) Est. Cost Unrealized
GMAB GENMAB A/S SPONSORED ADS 0.0%
Value $711K (+3.8%) Shares 25,873 (+1.4%) Est. Cost Unrealized
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value $1.324M (-1.9%) Shares 16,245 (+13.8%) Est. Cost Unrealized
SDRL SEADRILL LTD COM 0.0%
Value $276K (-8.5%) Shares 7,296 (+10.1%) Est. Cost Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value $977K (+2.7%) Shares 42,218 (+2.6%) Est. Cost Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value $88,692 (+39.6%) Shares 23,037 (+43.2%) Est. Cost Unrealized
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES 0.0%
Value $222K (+12.6%) Shares 16,606 (+3.1%) Est. Cost Unrealized
RRBI RED RIVER BANCSHARES INC COM 0.0%
Value $858K (+3.0%) Shares 9,401 (+2.0%) Est. Cost Unrealized
ORBS EIGHTCO HOLDINGS INC COM 0.0%
Value $63,532 (+63.0%) Shares 91,347 (+118.4%) Est. Cost Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.0%
Value $375K (+7.0%) Shares 15,190 (+7.3%) Est. Cost Unrealized
TDS TELEPHONE & DATA SYS INC COM NEW 0.0%
Value $233K (-9.5%) Shares 6,302 (+3.0%) Est. Cost Unrealized
AMRZ AMRIZE LTD SHS 0.0%
Value $312K (+8.4%) Shares 5,863 (+13.9%) Est. Cost Unrealized
FXE INVESCO CURRENCYSHARES EURO TRUST 0.0%
Value $2.192M (+1.1%) Shares 20,788 (+2.3%) Est. Cost Unrealized
COUR COURSERA INC COM 0.0%
Value $189K (+14.4%) Shares 33,499 (+18.0%) Est. Cost Unrealized
RCAT RED CAT HLDGS INC COM 0.0%
Value $163K (-12.5%) Shares 15,315 (+7.5%) Est. Cost Unrealized
POST POST HLDGS INC COM 0.0%
Value $596K (-3.7%) Shares 6,753 (+7.8%) Est. Cost Unrealized
OCSL OAKTREE SPECIALTY LENDING COM 0.0%
Value $204K (+12.7%) Shares 17,066 (+6.7%) Est. Cost Unrealized
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.0%
Value $522K (+4.6%) Shares 8,307 (+3.5%) Est. Cost Unrealized
DFDV DEFI DEVELOPMENT CORP COM 0.0%
Value $91,587 (+32.9%) Shares 31,152 (+48.7%) Est. Cost Unrealized
GRNT GRANITE RIDGE RESOURCES INC COM 0.0%
Value $86,326 (+34.6%) Shares 19,575 (+79.2%) Est. Cost Unrealized
TLSI TRISALUS LIFE SCIENCES INC COM 0.0%
Value $110K (+25.1%) Shares 24,159 (+10.0%) Est. Cost Unrealized
FOXA FOX CORP CL A COM 0.0%
Value $431K (-4.7%) Shares 8,269 (+6.7%) Est. Cost Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value $534K (+4.2%) Shares 27,347 (+5.1%) Est. Cost Unrealized
AMBP ARDAGH METAL PACKAGING S A SHS 0.0%
Value $84,462 (+33.9%) Shares 17,819 (+14.4%) Est. Cost Unrealized
HASI HA SUSTAINABLE INFRA CAP INC COM 0.0%
Value $245K (+9.4%) Shares 6,281 (+3.0%) Est. Cost Unrealized
OKE ONEOK INC NEW COM 0.0%
Value $10.86M (-0.2%) Shares 124,913 (+3.8%) Est. Cost Unrealized
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value $126K (+19.8%) Shares 71,023 (+11.0%) Est. Cost Unrealized
JOE ST JOE CO COM 0.0%
Value $237K (+9.4%) Shares 3,784 (+9.7%) Est. Cost Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value $22,865 (+567.0%) Shares 500 (+400.0%) Est. Cost Unrealized
KMT KENNAMETAL INC COM 0.0%
Value $339K (+6.0%) Shares 9,666 (+9.2%) Est. Cost Unrealized
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $466K (+4.1%) Shares 40,991 (+10.7%) Est. Cost Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value $61,252 (+42.7%) Shares 14,724 (+2.9%) Est. Cost Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value $674K (+2.8%) Shares 37,789 (+1.0%) Est. Cost Unrealized
BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF 0.0%
Value $960K (+1.8%) Shares 43,813 (+1.3%) Est. Cost Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $244K (+7.6%) Shares 3,123 (+2.2%) Est. Cost Unrealized
SIGA SIGA TECHNOLOGIES INC COM 0.0%
Value $51,382 (-25.0%) Shares 14,116 (+10.3%) Est. Cost Unrealized
KOS KOSMOS ENERGY LTD COM 0.0%
Value $133K (-11.1%) Shares 63,186 (+17.1%) Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value $182M (-0.0%) Shares 356,669 (+18.6%) Est. Cost Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $294K (+5.8%) Shares 4,918 (+25.5%) Est. Cost Unrealized
HRTX HERON THERAPEUTICS INC COM 0.0%
Value $22,000 (-41.8%) Shares 51,547 (+9.0%) Est. Cost Unrealized
GII STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value $238K (+6.9%) Shares 3,138 (+7.4%) Est. Cost Unrealized
CRMD CORMEDIX INC COM 0.0%
Value $87,889 (+21.1%) Shares 11,196 (+4.8%) Est. Cost Unrealized
BCE BCE INC COM NEW 0.0%
Value $271K (-5.3%) Shares 12,584 (+11.1%) Est. Cost Unrealized
FLNG FLEX LNG LTD SHS 0.0%
Value $310K (+5.0%) Shares 11,044 (+11.2%) Est. Cost Unrealized
NWN NORTHWEST NAT HLDG CO COM 0.0%
Value $294K (+5.3%) Shares 5,997 (+14.2%) Est. Cost Unrealized
BMNR BITMINE IMMERSION TECHS INC COM NEW 0.0%
Value $18,634 (+371.0%) Shares 1,400 (+600.0%) Est. Cost Unrealized
RCKT ROCKET PHARMACEUTICALS INC COM 0.0%
Value $131K (+11.8%) Shares 38,365 (+17.0%) Est. Cost Unrealized
HLMN HILLMAN SOLUTIONS CORP COM 0.0%
Value $148K (+10.1%) Shares 17,478 (+8.5%) Est. Cost Unrealized
DDD 3D SYS CORP DEL COM NEW 0.0%
Value $33,522 (+67.3%) Shares 11,100 (+4.2%) Est. Cost Unrealized
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $563K (-2.3%) Shares 42,561 (+11.0%) Est. Cost Unrealized
VYGR VOYAGER THERAPEUTICS INC COM 0.0%
Value $392K (-3.2%) Shares 111,987 (+6.8%) Est. Cost Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value $303K (-4.0%) Shares 9,623 (+26.0%) Est. Cost Unrealized
OGS ONE GAS INC COM 0.0%
Value $3.796M (+0.3%) Shares 49,256 (+12.1%) Est. Cost Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value $124K (+10.6%) Shares 13,885 (+15.8%) Est. Cost Unrealized
FXY INVESCO CURRENCYSHARES JAPANESE YEN TRUST 0.0%
Value $2.066M (+0.6%) Shares 36,598 (+3.1%) Est. Cost Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value $191K (-5.6%) Shares 10,405 (+3.8%) Est. Cost Unrealized
QSI QUANTUM SI INC COM CL A 0.0%
Value $64,718 (+21.1%) Shares 73,128 (+5.9%) Est. Cost Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value $73,726 (+16.9%) Shares 11,853 (+8.9%) Est. Cost Unrealized
NPWR NET POWER INC COM CL A 0.0%
Value $33,143 (+47.4%) Shares 19,846 (+37.6%) Est. Cost Unrealized
CLEARBRIDGE ENERGY MIDSTREAM O COM 0.0%
Value $265K (-3.9%) Shares 5,282 (+1.4%) Est. Cost Unrealized
FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST 0.0%
Value $2.204M (+0.5%) Shares 20,206 (+1.7%) Est. Cost Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value $1.132M (-0.9%) Shares 15,613 (+1.0%) Est. Cost Unrealized
GETY GETTY IMAGES HOLDINGS INC CL A COM 0.0%
Value $24,904 (+67.1%) Shares 28,958 (+54.1%) Est. Cost Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $394K (+2.6%) Shares 10,796 (+1.6%) Est. Cost Unrealized
FRO FRONTLINE PLC COM 0.0%
Value $317K (+3.2%) Shares 9,115 (+3.4%) Est. Cost Unrealized
EPSN EPSILON ENERGY LTD COM 0.0%
Value $90,061 (+11.7%) Shares 16,647 (+27.1%) Est. Cost Unrealized
DHT DHT HOLDINGS INC SHS NEW 0.0%
Value $307K (+3.1%) Shares 18,583 (+14.0%) Est. Cost Unrealized
ALEC ALECTOR INC COM 0.0%
Value $32,234 (+40.8%) Shares 16,037 (+50.6%) Est. Cost Unrealized
CHRD CHORD ENERGY CORPORATION COM NEW 0.0%
Value $893K (-1.0%) Shares 7,814 (+23.2%) Est. Cost Unrealized
BKKT BAKKT INC COM CL A NEW 0.0%
Value $88,150 (+10.9%) Shares 11,287 (+4.5%) Est. Cost Unrealized
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value $218K (+4.1%) Shares 13,162 (+2.8%) Est. Cost Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value $227K (+3.9%) Shares 4,640 (+3.9%) Est. Cost Unrealized
BRZE BRAZE INC COM CL A 0.0%
Value $569K (+1.5%) Shares 26,223 (+10.5%) Est. Cost Unrealized
DCGO DOCGO INC COM 0.0%
Value $14,973 (+124.7%) Shares 29,012 (+173.7%) Est. Cost Unrealized
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value $23,601 (+53.6%) Shares 42,130 (+91.3%) Est. Cost Unrealized
GAU GALIANO GOLD INC COM 0.0%
Value $35,653 (+30.0%) Shares 19,066 (+74.5%) Est. Cost Unrealized
BRR PROCAP FINL INC COM SHS 0.0%
Value $29,414 (+38.0%) Shares 19,100 (+89.1%) Est. Cost Unrealized
ODV OSISKO DEVELOPMENT CORP COM NEW 0.0%
Value $117K (+7.3%) Shares 47,500 (+41.8%) Est. Cost Unrealized
ATYR ATYR PHARMA INC COM NEW 0.0%
Value $20,259 (+62.6%) Shares 33,946 (+112.4%) Est. Cost Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value $400K (+2.0%) Shares 7,147 (+61.0%) Est. Cost Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value $2.681M (-0.3%) Shares 63,665 (+14.6%) Est. Cost Unrealized
BSY BENTLEY SYS INC COM CL B 0.0%
Value $1.275M (+0.5%) Shares 42,670 (+18.1%) Est. Cost Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value $785K (-0.8%) Shares 7,732 (+14.4%) Est. Cost Unrealized
BZAI BLAIZE HLDGS INC COM 0.0%
Value $34,859 (+23.0%) Shares 25,260 (+62.2%) Est. Cost Unrealized
LAB STANDARD BIOTOOLS INC COM 0.0%
Value $23,646 (+37.6%) Shares 28,742 (+53.7%) Est. Cost Unrealized
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value $785K (+0.8%) Shares 21,610 (+1.0%) Est. Cost Unrealized
TRX TRX GOLD CORPORATION COM 0.0%
Value $39,322 (-14.0%) Shares 46,968 (+54.1%) Est. Cost Unrealized
BLND BLEND LABS INC CL A 0.0%
Value $27,485 (+27.6%) Shares 16,073 (+26.9%) Est. Cost Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $694K (+0.9%) Shares 61,371 (+16.9%) Est. Cost Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value $476K (+1.3%) Shares 29,956 (+10.4%) Est. Cost Unrealized
THO THOR INDS INC COM 0.0%
Value $523K (+1.1%) Shares 6,954 (+7.5%) Est. Cost Unrealized
CCO CLEAR CHANNEL OUTDOOR HLDGS IN COM 0.0%
Value $37,442 (+17.7%) Shares 15,472 (+15.3%) Est. Cost Unrealized
MGPI MGP INGREDIENTS INC NEW COM 0.0%
Value $231K (+2.5%) Shares 13,194 (+7.6%) Est. Cost Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value $361K (+1.5%) Shares 3,530 (+4.8%) Est. Cost Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $3.418M (+0.2%) Shares 65,208 (+5.5%) Est. Cost Unrealized
GOSS GOSSAMER BIO INC COM 0.0%
Value $13,461 (-28.7%) Shares 81,778 (+42.2%) Est. Cost Unrealized
BAER BRIDGER AEROSPACE GRP HLDGS IN COM 0.0%
Value $49,440 (+12.1%) Shares 25,750 (+15.6%) Est. Cost Unrealized
BLV VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND 0.0%
Value $398K (+1.4%) Shares 5,770 (+1.1%) Est. Cost Unrealized
IAUX I-80 GOLD CORP COM 0.0%
Value $43,200 (+13.7%) Shares 30,000 (+20.0%) Est. Cost Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $305K (+1.6%) Shares 12,847 (+1.5%) Est. Cost Unrealized
NB NIOCORP DEVS LTD COM NEW 0.0%
Value $53,531 (+9.5%) Shares 11,106 (+1.4%) Est. Cost Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value $40,381 (+12.7%) Shares 19,698 (+36.4%) Est. Cost Unrealized
SYFI AB SHORT DURATION HIGH YIELD ETF 0.0%
Value $215K (+2.0%) Shares 6,016 (+1.5%) Est. Cost Unrealized
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value $324K (+1.3%) Shares 4,889 (+8.5%) Est. Cost Unrealized
URG UR-ENERGY INC COM 0.0%
Value $47,095 (-7.7%) Shares 34,629 (+1.2%) Est. Cost Unrealized
TLSA TIZIANA LIFE SCIENCES LTD COMMON SHARES 0.0%
Value $16,640 (+29.3%) Shares 13,000 (+18.2%) Est. Cost Unrealized
VTEX VTEX SHS CL A 0.0%
Value $62,100 (+6.4%) Shares 15,525 (+6.4%) Est. Cost Unrealized
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value $29,890 (+13.6%) Shares 20,614 (+33.2%) Est. Cost Unrealized
FTMU FRANKLIN MUNICIPAL INCOME ETF 0.0%
Value $125K (+2.8%) Shares 15,750 (+1.0%) Est. Cost Unrealized
OVV OVINTIV INC COM 0.0%
Value $931K (+0.4%) Shares 17,689 (+13.2%) Est. Cost Unrealized
CHRS COHERUS ONCOLOGY INC COM 0.0%
Value $26,340 (-8.3%) Shares 18,814 (+10.7%) Est. Cost Unrealized
WF WOORI FINL GROUP INC SPONSORED ADS 0.0%
Value $370K (+0.6%) Shares 6,447 (+16.7%) Est. Cost Unrealized
FETH FIDELITY ETHEREUM FUND ETF 0.0%
Value $212K (-0.9%) Shares 13,455 (+31.4%) Est. Cost Unrealized
VTS VITESSE ENERGY INC COMMON STOCK 0.0%
Value $330K (+0.5%) Shares 20,947 (+15.8%) Est. Cost Unrealized
ACON ACLARION INC COM NEW 0.0%
Value $49,130 (+3.2%) Shares 17,059 (+17.2%) Est. Cost Unrealized
BKAG BNY MELLON CORE BOND ETF 0.0%
Value $305K (+0.5%) Shares 7,260 (+1.1%) Est. Cost Unrealized
SABA CAPITAL INCOME & OPRNT FD SHS NEW 0.0%
Value $108K (+1.2%) Shares 16,367 (+3.8%) Est. Cost Unrealized
DEFT DEFI TECHNOLOGIES INC COM 0.0%
Value $24,090 (-4.9%) Shares 46,850 (+2.2%) Est. Cost Unrealized
NFE NEW FORTRESS ENERGY INC COM CL A 0.0%
Value $13,521 (-7.6%) Shares 37,237 (+50.1%) Est. Cost Unrealized
CINGW CINGULATE INC WT EXP 121026 0.0%
Value $672 (+45.8%) Shares 35,200 (+131.6%) Est. Cost Unrealized

Exited Positions (157)

XOM EXXON MOBIL CORP COM 0.4%
Value $242M Shares 1,429,145 Est. Cost Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $50.73M Shares 224,447 Est. Cost Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value $24.36M Shares 693,230 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $6.05M Shares 132,112 Est. Cost Unrealized
PAR PAR TECHNOLOGY CORP COM 0.0%
Value $3.476M Shares 260,756 Est. Cost Unrealized
GFF GRIFFON CORP COM 0.0%
Value $3.388M Shares 46,611 Est. Cost Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $3.05M Shares 117,930 Est. Cost Unrealized
NG NOVAGOLD RESOURCES INC COM NEW 0.0%
Value $2.694M Shares 300,000 Est. Cost Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value $2.194M Shares 100,000 Est. Cost Unrealized
GTES GATES INDL CORP PLC ORD SHS 0.0%
Value $1.595M Shares 70,567 Est. Cost Unrealized
LLY ELI LILLY & CO COM 0.0%
Value $1.471M Shares 1,600 Est. Cost Unrealized
CHWY CHEWY INC CL A 0.0%
Value $1.313M Shares 48,642 Est. Cost Unrealized
MASI MASIMO CORP COM 0.0%
Value $1.086M Shares 6,106 Est. Cost Unrealized
AL AIR LEASE CORP CL A 0.0%
Value $1.084M Shares 16,694 Est. Cost Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value $889K Shares 33,641 Est. Cost Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value $790K Shares 200,000 Est. Cost Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value $736K Shares 26,560 Est. Cost Unrealized
CALX CALIX INC COM 0.0%
Value $726K Shares 14,824 Est. Cost Unrealized
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF 0.0%
Value $726K Shares 10,000 Est. Cost Unrealized
TMDX TRANSMEDICS GROUP INC COM 0.0%
Value $693K Shares 6,969 Est. Cost Unrealized
VRDN VIRIDIAN THERAPEUTICS INC COM 0.0%
Value $684K Shares 34,991 Est. Cost Unrealized
TSSI TSS INC DEL COM 0.0%
Value $670K Shares 51,476 Est. Cost Unrealized
RH RH COM 0.0%
Value $654K Shares 4,677 Est. Cost Unrealized
HOLX HOLOGIC INC COM 0.0%
Value $640K Shares 8,462 Est. Cost Unrealized
GAUG FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST 0.0%
Value $628K Shares 16,230 Est. Cost Unrealized
NUVEEN PA INVT QUALITY MUN FD COM 0.0%
Value $586K Shares 49,170 Est. Cost Unrealized
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value $579K Shares 11,177 Est. Cost Unrealized
TPH TRI POINTE HOMES INC COM 0.0%
Value $520K Shares 11,125 Est. Cost Unrealized
AZTA AZENTA INC COM 0.0%
Value $516K Shares 24,397 Est. Cost Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value $514K Shares 2,857 Est. Cost Unrealized
CNXC CONCENTRIX CORP COM 0.0%
Value $510K Shares 18,632 Est. Cost Unrealized
ONC BEONE MEDICINES LTD SPONSORED ADS 0.0%
Value $480K Shares 1,617 Est. Cost Unrealized
GBF ISHARES GOVERNMENT/CREDIT BOND ETF 0.0%
Value $455K Shares 4,372 Est. Cost Unrealized
SKM SK TELECOM CO LTD SPONSORED ADR 0.0%
Value $452K Shares 15,433 Est. Cost Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $452K Shares 200,000 Est. Cost Unrealized
INOV INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER 0.0%
Value $445K Shares 12,821 Est. Cost Unrealized
CHMG CHEMUNG FINL CORP COM 0.0%
Value $416K Shares 7,732 Est. Cost Unrealized
STXS STEREOTAXIS INC COM NEW 0.0%
Value $407K Shares 221,020 Est. Cost Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value $400K Shares 9,511 Est. Cost Unrealized
MFS HIGH INCOME MUN TR SH BEN INT 0.0%
Value $386K Shares 104,117 Est. Cost Unrealized
SPHB INVESCO S&P 500 HIGH BETA ETF 0.0%
Value $376K Shares 3,244 Est. Cost Unrealized
SEMI COLUMBIA SELECT TECHNOLOGY ETF 0.0%
Value $374K Shares 12,950 Est. Cost Unrealized
EXPRO GROUP HOLDINGS NV COM 0.0%
Value $365K Shares 20,972 Est. Cost Unrealized
WAY WAYSTAR HLDG CORP COM 0.0%
Value $358K Shares 14,853 Est. Cost Unrealized
BLKB BLACKBAUD INC COM 0.0%
Value $342K Shares 8,857 Est. Cost Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value $325K Shares 4,445 Est. Cost Unrealized
KVYO KLAVIYO INC COM SER A 0.0%
Value $325K Shares 16,690 Est. Cost Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value $324K Shares 8,269 Est. Cost Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $309K Shares 5,160 Est. Cost Unrealized
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value $307K Shares 4,334 Est. Cost Unrealized
FDIQ INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF 0.0%
Value $294K Shares 4,287 Est. Cost Unrealized
STEP STEPSTONE GROUP INC COM CL A 0.0%
Value $290K Shares 6,074 Est. Cost Unrealized
TME TENCENT MUSIC ENTMT GROUP SPON ADS 0.0%
Value $285K Shares 30,753 Est. Cost Unrealized
ABBV ABBVIE INC COM 0.0%
Value $283K Shares 1,300 Est. Cost Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value $281K Shares 6,797 Est. Cost Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value $276K Shares 6,989 Est. Cost Unrealized
PRA PROASSURANCE CORP COM 0.0%
Value $273K Shares 11,049 Est. Cost Unrealized
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value $271K Shares 3,690 Est. Cost Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $270K Shares 5,835 Est. Cost Unrealized
CSR CENTERSPACE COM 0.0%
Value $269K Shares 4,683 Est. Cost Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value $260K Shares 8,985 Est. Cost Unrealized
JD JD.COM INC SPON ADS CL A 0.0%
Value $259K Shares 8,756 Est. Cost Unrealized
NVMI NOVA LTD COM 0.0%
Value $256K Shares 590 Est. Cost Unrealized
SKE SKEENA RES LTD NEW COM 0.0%
Value $256K Shares 8,600 Est. Cost Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value $255K Shares 1,500 Est. Cost Unrealized
UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 0.0%
Value $253K Shares 2,850 Est. Cost Unrealized
DMRC DIGIMARC CORP NEW COM 0.0%
Value $251K Shares 51,129 Est. Cost Unrealized
TRUP TRUPANION INC COM 0.0%
Value $250K Shares 9,780 Est. Cost Unrealized
CWAN CLEARWATER ANALYTICS HLDGS INC CL A 0.0%
Value $243K Shares 10,285 Est. Cost Unrealized
MAT MATTEL INC COM 0.0%
Value $240K Shares 16,545 Est. Cost Unrealized
DAN DANA INC COM 0.0%
Value $237K Shares 7,038 Est. Cost Unrealized
GDLC GRAYSCALE COINDESK CRYPTO 5 ETF 0.0%
Value $235K Shares 7,530 Est. Cost Unrealized
STRATEGY INC SERIES A PERP PF 0.0%
Value $226K Shares 3,206 Est. Cost Unrealized
BL BLACKLINE INC COM 0.0%
Value $226K Shares 6,120 Est. Cost Unrealized
FIXT TCW CORE PLUS BOND ETF 0.0%
Value $225K Shares 5,940 Est. Cost Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value $225K Shares 8,180 Est. Cost Unrealized
SNDX SYNDAX PHARMACEUTICALS INC COM 0.0%
Value $223K Shares 9,563 Est. Cost Unrealized
FOLD AMICUS THERAPEUTIC COM 0.0%
Value $222K Shares 15,335 Est. Cost Unrealized
LCII LCI INDS COM 0.0%
Value $219K Shares 1,780 Est. Cost Unrealized
DWX STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value $218K Shares 4,790 Est. Cost Unrealized
UNF UNIFIRST CORP MASS COM 0.0%
Value $218K Shares 865 Est. Cost Unrealized
BKE BUCKLE INC COM 0.0%
Value $215K Shares 4,275 Est. Cost Unrealized
EPR PPTYS PFD C CV 5.75 0.0%
Value $215K Shares 9,496 Est. Cost Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value $214K Shares 4,098 Est. Cost Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value $214K Shares 2,377 Est. Cost Unrealized
SAFT SAFETY INS GROUP INC COM 0.0%
Value $212K Shares 2,923 Est. Cost Unrealized
MTLS MATERIALISE NV SPONSORED ADS 0.0%
Value $208K Shares 42,111 Est. Cost Unrealized
HYMC HYCROFT MINING HOLDING CORP CL A NEW 0.0%
Value $205K Shares 5,834 Est. Cost Unrealized
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value $204K Shares 10,199 Est. Cost Unrealized
TORTOISE ENERGY INFRSTRCTR CP COM 0.0%
Value $203K Shares 4,073 Est. Cost Unrealized
QUIK QUICKLOGIC CORP COM NEW 0.0%
Value $190K Shares 20,298 Est. Cost Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $186K Shares 2,000 Est. Cost Unrealized
DBRG DIGITALBRIDGE GROUP INC CL A NEW 0.0%
Value $182K Shares 11,832 Est. Cost Unrealized
ABTC AMERICAN BITCOIN CORP. COM CL A 0.0%
Value $182K Shares 196,419 Est. Cost Unrealized
FFIC FLUSHING FINL CORP COM 0.0%
Value $167K Shares 10,851 Est. Cost Unrealized
CMCO COLUMBUS MCKINNON CORP N Y COM 0.0%
Value $164K Shares 11,293 Est. Cost Unrealized
WSR WHITESTONE REIT COM 0.0%
Value $163K Shares 10,102 Est. Cost Unrealized
MCW MISTER CAR WASH INC COM 0.0%
Value $161K Shares 23,107 Est. Cost Unrealized
HTBK HERITAGE COMM CORP COM 0.0%
Value $157K Shares 12,600 Est. Cost Unrealized
AVNS AVANOS MED INC COM 0.0%
Value $154K Shares 10,984 Est. Cost Unrealized
TE T1 ENERGY INC COM NEW 0.0%
Value $147K Shares 33,475 Est. Cost Unrealized
ABT ABBOTT LABORATORIES COM 0.0%
Value $133K Shares 1,300 Est. Cost Unrealized
AHCO ADAPTHEALTH CORP COMMON STOCK 0.0%
Value $128K Shares 10,799 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $121K Shares 2,000 Est. Cost Unrealized
UNITI GROUP LLC COM SHS 0.0%
Value $116K Shares 12,377 Est. Cost Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.0%
Value $110K Shares 13,685 Est. Cost Unrealized
BLACKROCK MUNIHLDNGS CALI COM 0.0%
Value $110K Shares 10,550 Est. Cost Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $103K Shares 2,000 Est. Cost Unrealized
MRCC MONROE CAP CORP COM 0.0%
Value $94,153 Shares 20,468 Est. Cost Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value $83,221 Shares 18,957 Est. Cost Unrealized
UDMY UDEMY INC COM 0.0%
Value $79,090 Shares 17,120 Est. Cost Unrealized
ALIT ALIGHT INC COM CL A 0.0%
Value $76,706 Shares 131,714 Est. Cost Unrealized
MQ MARQETA INC CLASS A COM 0.0%
Value $69,087 Shares 16,933 Est. Cost Unrealized
PROF PROFOUND MED CORP COM NEW 0.0%
Value $67,379 Shares 10,398 Est. Cost Unrealized
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value $66,356 Shares 268,755 Est. Cost Unrealized
AVGO BROADCOM INC COM 0.0%
Value $61,893 Shares 200 Est. Cost Unrealized
RR RICHTECH ROBOTICS INC CL B 0.0%
Value $52,130 Shares 24,942 Est. Cost Unrealized
BWEN BROADWIND INC COM NEW 0.0%
Value $50,764 Shares 24,406 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $49,242 Shares 300 Est. Cost Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value $48,860 Shares 2,000 Est. Cost Unrealized
GTN GRAY MEDIA INC COM 0.0%
Value $45,810 Shares 10,552 Est. Cost Unrealized
GLD SPDR GOLD SHARES 0.0%
Value $43,029 Shares 100 Est. Cost Unrealized
ELME ELME COMMUNITIES SH BEN INT 0.0%
Value $40,455 Shares 20,127 Est. Cost Unrealized
ABOS ACUMEN PHARMACEUTICALS INC COM 0.0%
Value $37,187 Shares 15,757 Est. Cost Unrealized
NHTC NATURAL HEALTH TRENDS CORP COM 0.0%
Value $33,832 Shares 12,126 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.0%
Value $33,758 Shares 100 Est. Cost Unrealized
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value $32,059 Shares 11,705 Est. Cost Unrealized
OLPX OLAPLEX HLDGS INC COM 0.0%
Value $27,927 Shares 13,757 Est. Cost Unrealized
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value $27,679 Shares 20,401 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $26,188 Shares 200 Est. Cost Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value $22,716 Shares 10,715 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $20,342 Shares 100 Est. Cost Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $19,495 Shares 500 Est. Cost Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value $17,008 Shares 500 Est. Cost Unrealized
APA APA CORPORATION COM 0.0%
Value $16,978 Shares 400 Est. Cost Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value $15,630 Shares 600 Est. Cost Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value $15,525 Shares 300 Est. Cost Unrealized
ORCL ORACLE CORP COM 0.0%
Value $14,709 Shares 100 Est. Cost Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value $13,265 Shares 500 Est. Cost Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $12,720 Shares 100 Est. Cost Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $12,277 Shares 100 Est. Cost Unrealized
MAPS WM TECHNOLOGY INC CL A 0.0%
Value $10,016 Shares 15,216 Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $9,905 Shares 100 Est. Cost Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value $9,637 Shares 15,029 Est. Cost Unrealized
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value $9,540 Shares 100 Est. Cost Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $9,386 Shares 100 Est. Cost Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value $8,490 Shares 200 Est. Cost Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value $8,490 Shares 200 Est. Cost Unrealized
FFAI FARADAY FUTURE INTLGT ELEC INC COM NEW CL A 0.0%
Value $7,866 Shares 28,624 Est. Cost Unrealized
AES AES CORP COM 0.0%
Value $7,045 Shares 500 Est. Cost Unrealized
RBRK RUBRIK INC. CL A 0.0%
Value $4,897 Shares 100 Est. Cost Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $4,589 Shares 100 Est. Cost Unrealized
ITRM ITERUM THERAPEUTICS PLC SHS NEW 0.0%
Value $4,158 Shares 138,600 Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $3,757 Shares 100 Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $2,147 Shares 200 Est. Cost Unrealized
GAB-R GABELLI EQUITY TR INC RT EXP 041426 0.0%
Value $686 Shares 97,930 Est. Cost Unrealized
SILEXION THERAPEUTICS CORP WT EXP 081529 0.0%
Value $203 Shares 10,000 Est. Cost Unrealized

Decreased Positions (919)

PANW PALO ALTO NETWORKS INC COM 0.6%
Value $415M (+110.3%) Shares 1,217,668 (-1.1%) Est. Cost Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3.3%
Value $2.179B (+5.2%) Shares 30,587,929 (-5.4%) Est. Cost Unrealized
RMD RESMED INC COM 0.0%
Value $9.56M (-91.3%) Shares 49,056 (-89.9%) Est. Cost Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKET ETF 1.2%
Value $788M (+12.6%) Shares 9,506,342 (-5.2%) Est. Cost Unrealized
KR KROGER CO COM 0.2%
Value $126M (-39.8%) Shares 2,261,184 (-21.6%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC COM 0.2%
Value $114M (+235.4%) Shares 98,418 (-1.8%) Est. Cost Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1.6%
Value $1.02B (+8.1%) Shares 10,690,453 (-1.9%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $130M (+137.7%) Shares 224,378 (-16.8%) Est. Cost Unrealized
CME CME GROUP INC COM 0.1%
Value $82.83M (-47.6%) Shares 375,091 (-29.9%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.4%
Value $273M (+37.0%) Shares 572,450 (-3.1%) Est. Cost Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.3%
Value $178M (-28.8%) Shares 1,813,467 (-31.7%) Est. Cost Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $7.914M (-89.7%) Shares 116,201 (-90.8%) Est. Cost Unrealized
AFL AFLAC INC COM 0.1%
Value $72.29M (-45.8%) Shares 616,516 (-49.3%) Est. Cost Unrealized
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.5%
Value $299M (-16.0%) Shares 3,263,555 (-16.0%) Est. Cost Unrealized
IAU ISHARES GOLD TRUST 0.3%
Value $165M (-22.7%) Shares 2,179,893 (-9.8%) Est. Cost Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.3%
Value $220M (-16.7%) Shares 4,373,842 (-16.8%) Est. Cost Unrealized
QCOM QUALCOMM INC COM 0.3%
Value $182M (+26.3%) Shares 985,056 (-12.0%) Est. Cost Unrealized
INTC INTEL CORP COM 0.1%
Value $55.92M (+192.3%) Shares 400,518 (-7.6%) Est. Cost Unrealized
ALAB ASTERA LABS INC COM 0.1%
Value $50.73M (+228.3%) Shares 105,029 (-25.5%) Est. Cost Unrealized
BPRE BLUEROCK TOTAL INCOME REAL ESTATE FUND CLASS I 0.2%
Value $100M (-23.8%) Shares 7,712,982 (-2.8%) Est. Cost Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $6.484M (-81.8%) Shares 46,566 (-82.6%) Est. Cost Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.4%
Value $245M (+13.2%) Shares 1,490,952 (-1.8%) Est. Cost Unrealized
SR SPIRE INC COM 0.1%
Value $84.65M (-23.8%) Shares 1,084,020 (-11.7%) Est. Cost Unrealized
T AT&T INC COM 0.1%
Value $60.17M (-30.5%) Shares 2,906,672 (-2.7%) Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value $39.06M (-38.0%) Shares 285,243 (-26.4%) Est. Cost Unrealized
BK BANK OF NY MELLON CORP COM 0.1%
Value $76.14M (-22.8%) Shares 526,506 (-36.7%) Est. Cost Unrealized
PEP PEPSICO INC COM 0.1%
Value $83.05M (-20.8%) Shares 613,343 (-9.2%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value $38.08M (+130.8%) Shares 127,842 (-23.3%) Est. Cost Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.1%
Value $43.72M (+89.5%) Shares 68,232 (-2.8%) Est. Cost Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value $60.73M (+50.8%) Shares 203,746 (-1.8%) Est. Cost Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value $32.54M (-38.5%) Shares 170,806 (-38.8%) Est. Cost Unrealized
APH AMPHENOL CORP CL A 0.2%
Value $119M (+19.3%) Shares 674,568 (-14.5%) Est. Cost Unrealized
GLW CORNING INC COM 0.1%
Value $43.24M (+79.6%) Shares 169,284 (-4.4%) Est. Cost Unrealized
UBS UBS GROUP AG SHS 0.2%
Value $101M (+23.3%) Shares 2,036,912 (-2.8%) Est. Cost Unrealized
INTU INTUIT COM 0.0%
Value $21.33M (-47.1%) Shares 81,726 (-12.3%) Est. Cost Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.1%
Value $82.22M (-18.0%) Shares 2,231,887 (-24.4%) Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.3%
Value $194M (-8.4%) Shares 207,760 (-2.5%) Est. Cost Unrealized
LOW LOWES COS INC COM 0.2%
Value $133M (-11.4%) Shares 601,809 (-5.0%) Est. Cost Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $8.706M (-65.9%) Shares 121,151 (-44.0%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value $153M (+11.6%) Shares 543,384 (-3.8%) Est. Cost Unrealized
MCD MCDONALDS CORP COM 0.1%
Value $70.34M (-18.4%) Shares 260,220 (-6.2%) Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $26.39M (+146.0%) Shares 61,171 (-6.4%) Est. Cost Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $7.308M (-68.1%) Shares 40,708 (-66.2%) Est. Cost Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.2%
Value $128M (+13.4%) Shares 3,701,592 (-3.4%) Est. Cost Unrealized
SNDK SANDISK CORP COM 0.0%
Value $22.56M (+199.6%) Shares 9,923 (-16.3%) Est. Cost Unrealized
UGI UGI CORP NEW COM 0.2%
Value $113M (-11.6%) Shares 3,280,003 (-6.8%) Est. Cost Unrealized
GRMN GARMIN LTD SHS 0.3%
Value $186M (-7.3%) Shares 784,323 (-9.5%) Est. Cost Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $1.34M (-91.7%) Shares 34,592 (-86.8%) Est. Cost Unrealized
CPRT COPART INC COM 0.1%
Value $51.1M (-22.1%) Shares 1,812,732 (-8.2%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $4.657M (-75.2%) Shares 107,853 (-74.0%) Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value $43.12M (-24.3%) Shares 350,253 (-3.2%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value $56.34M (+29.2%) Shares 331,670 (-6.6%) Est. Cost Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.1%
Value $44.98M (+38.1%) Shares 697,411 (-3.1%) Est. Cost Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value $902K (-92.9%) Shares 14,024 (-93.6%) Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $54.7M (-17.3%) Shares 1,291,973 (-2.0%) Est. Cost Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $23.42M (+95.6%) Shares 77,358 (-12.5%) Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $7.196M (-61.0%) Shares 21,266 (-59.2%) Est. Cost Unrealized
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.1%
Value $40.76M (-21.3%) Shares 804,293 (-20.9%) Est. Cost Unrealized
NTR NUTRIEN LTD COM 0.1%
Value $47.72M (-18.6%) Shares 757,999 (-2.5%) Est. Cost Unrealized
UMBF UMB FINL CORP COM 0.1%
Value $61.15M (+21.5%) Shares 428,347 (-4.0%) Est. Cost Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value $78.72M (+14.4%) Shares 1,769,882 (-1.2%) Est. Cost Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value $1.381M (-87.7%) Shares 34,001 (-82.8%) Est. Cost Unrealized
SECU ISHARES SECURITIZED INCOME ACTIVE ETF 0.1%
Value $66.45M (-12.3%) Shares 1,332,817 (-12.4%) Est. Cost Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value $8.048M (-53.3%) Shares 92,582 (-33.0%) Est. Cost Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value $67.08M (+15.7%) Shares 524,846 (-10.8%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $21.44M (-29.6%) Shares 107,100 (-38.7%) Est. Cost Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.1%
Value $67.55M (+15.3%) Shares 1,151,907 (-3.9%) Est. Cost Unrealized
CACI CACI INTL INC CL A 0.0%
Value $22.18M (-28.4%) Shares 47,885 (-15.9%) Est. Cost Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value $22.21M (+65.3%) Shares 118,245 (-16.9%) Est. Cost Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value $4.092M (-67.8%) Shares 129,214 (-66.3%) Est. Cost Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value $12.26M (-39.6%) Shares 135,265 (-46.6%) Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $11.06M (-40.7%) Shares 88,861 (-5.6%) Est. Cost Unrealized
AYI ACUITY INC COM 0.0%
Value $32M (+30.8%) Shares 84,951 (-2.7%) Est. Cost Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.1%
Value $40.3M (+22.3%) Shares 951,959 (-3.6%) Est. Cost Unrealized
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value $22.07M (-24.8%) Shares 559,128 (-24.3%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $12.24M (-37.1%) Shares 127,483 (-17.8%) Est. Cost Unrealized
AME AMETEK INC COM 0.1%
Value $76.67M (+10.3%) Shares 316,907 (-2.3%) Est. Cost Unrealized
WPC WP CAREY INC COM 0.1%
Value $67.3M (-9.6%) Shares 941,268 (-14.1%) Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $22.74M (-23.6%) Shares 36,464 (-5.3%) Est. Cost Unrealized
TWLO TWILIO INC CL A 0.0%
Value $20.84M (+50.0%) Shares 101,020 (-8.5%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $8.524M (-44.5%) Shares 256,046 (-36.0%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value $68.53M (+10.4%) Shares 202,593 (-1.2%) Est. Cost Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.1%
Value $43.52M (-12.8%) Shares 471,968 (-12.7%) Est. Cost Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value $36.52M (+20.7%) Shares 204,482 (-2.2%) Est. Cost Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $5.045M (-55.3%) Shares 38,338 (-59.0%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value $92.8M (-6.2%) Shares 414,377 (-14.9%) Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $34.98M (-14.7%) Shares 607,026 (-10.3%) Est. Cost Unrealized
HEI/A HEICO CORP NEW CL A 0.1%
Value $41.9M (+16.7%) Shares 162,466 (-4.5%) Est. Cost Unrealized
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.1%
Value $38.42M (+18.1%) Shares 876,248 (-1.2%) Est. Cost Unrealized
WAT WATERS CORP COM 0.1%
Value $32.8M (+21.3%) Shares 87,450 (-3.7%) Est. Cost Unrealized
IVES DAN IVES WEDBUSH AI REVOLUTION ETF 0.0%
Value $1.694M (-77.1%) Shares 44,467 (-82.9%) Est. Cost Unrealized
GHM GRAHAM CORP COM 0.0%
Value $17.76M (+46.4%) Shares 143,494 (-6.6%) Est. Cost Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value $1.266M (-81.5%) Shares 9,631 (-79.9%) Est. Cost Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value $54.92M (+11.1%) Shares 802,767 (-7.8%) Est. Cost Unrealized
BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $47.68M (-10.3%) Shares 472,404 (-10.2%) Est. Cost Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value $199M (+2.8%) Shares 783,288 (-1.1%) Est. Cost Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value $2.795M (-65.8%) Shares 151,813 (-60.4%) Est. Cost Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value $11.82M (+81.1%) Shares 184,176 (-7.6%) Est. Cost Unrealized
HTRB HARTFORD TOTAL RETURN BOND ETF 0.0%
Value $14.56M (-26.4%) Shares 431,689 (-26.4%) Est. Cost Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value $4.777M (-52.0%) Shares 63,817 (-58.2%) Est. Cost Unrealized
KO COCA COLA CO COM 0.2%
Value $147M (+3.6%) Shares 1,810,845 (-3.0%) Est. Cost Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value $42.48M (+13.3%) Shares 361,510 (-3.0%) Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $32.39M (-12.8%) Shares 25,355 (-13.9%) Est. Cost Unrealized
SHC SOTERA HEALTH CO COM 0.0%
Value $1.318M (-77.9%) Shares 74,247 (-82.2%) Est. Cost Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $26.27M (+21.5%) Shares 207,991 (-1.7%) Est. Cost Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value $133M (+3.6%) Shares 1,275,923 (-3.1%) Est. Cost Unrealized
ADSK AUTODESK INC COM 0.0%
Value $15.14M (-23.3%) Shares 77,874 (-5.6%) Est. Cost Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value $65.03M (+7.2%) Shares 54,431 (-4.2%) Est. Cost Unrealized
ADBE ADOBE INC COM 0.0%
Value $20.57M (-17.5%) Shares 100,313 (-2.1%) Est. Cost Unrealized
SRAD SPORTRADAR GROUP AG CLASS A ORD SHS 0.0%
Value $634K (-87.2%) Shares 42,379 (-85.7%) Est. Cost Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $15.36M (-21.7%) Shares 783,227 (-21.7%) Est. Cost Unrealized
WSO WATSCO INC COM 0.2%
Value $125M (+3.5%) Shares 299,013 (-9.6%) Est. Cost Unrealized
SCHB SCHWAB US BROAD MKTS ETF 0.2%
Value $106M (+4.2%) Shares 3,654,324 (-9.7%) Est. Cost Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $18.86M (+28.9%) Shares 56,334 (-3.6%) Est. Cost Unrealized
CRH CRH PLC ORD 0.1%
Value $49.94M (-7.8%) Shares 466,752 (-9.5%) Est. Cost Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value $2.103M (-66.8%) Shares 54,085 (-59.9%) Est. Cost Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value $9.144M (-31.5%) Shares 117,595 (-19.8%) Est. Cost Unrealized
BRX BRIXMOR PPTY GROUP INC COM 0.2%
Value $115M (-3.5%) Shares 3,639,319 (-11.9%) Est. Cost Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $4.239M (-49.7%) Shares 14,320 (-39.0%) Est. Cost Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $12.8M (-24.6%) Shares 165,033 (-9.5%) Est. Cost Unrealized
MTDR MATADOR RES CO COM 0.0%
Value $1.138M (-78.5%) Shares 22,857 (-72.7%) Est. Cost Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value $1.929M (-67.9%) Shares 26,940 (-70.4%) Est. Cost Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $13.32M (-22.9%) Shares 286,447 (-14.7%) Est. Cost Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value $36.17M (+12.2%) Shares 815,457 (-1.8%) Est. Cost Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value $15.54M (+33.5%) Shares 204,000 (-18.4%) Est. Cost Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value $182K (-95.5%) Shares 22,228 (-95.4%) Est. Cost Unrealized
NEM NEWMONT CORP COM 0.0%
Value $18.23M (-17.5%) Shares 195,233 (-4.3%) Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $5.494M (-40.5%) Shares 63,659 (-44.6%) Est. Cost Unrealized
DE DEERE & CO COM 0.1%
Value $44.49M (+9.1%) Shares 70,144 (-3.1%) Est. Cost Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value $5.08M (-41.4%) Shares 2,993 (-40.3%) Est. Cost Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $13.79M (-20.6%) Shares 182,820 (-3.4%) Est. Cost Unrealized
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value $15.3M (+30.3%) Shares 18,232 (-36.8%) Est. Cost Unrealized
FISV FISERV INC COM 0.0%
Value $1.806M (-65.9%) Shares 36,813 (-61.2%) Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value $5.819M (+140.2%) Shares 21,072 (-9.8%) Est. Cost Unrealized
APTV APTIV PLC COM SHS 0.0%
Value $1.699M (-66.4%) Shares 27,679 (-62.0%) Est. Cost Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value $6.638M (-33.5%) Shares 23,565 (-29.0%) Est. Cost Unrealized
RY ROYAL BK CDA COM 0.0%
Value $20.27M (+19.7%) Shares 97,958 (-6.4%) Est. Cost Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value $5.681M (-36.5%) Shares 48,652 (-37.1%) Est. Cost Unrealized
KKR KKR & CO INC COM 0.0%
Value $15.22M (-17.6%) Shares 165,846 (-17.0%) Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $5.25M (-38.2%) Shares 22,868 (-41.7%) Est. Cost Unrealized
AZO AUTOZONE INC COM 0.0%
Value $17.2M (-15.8%) Shares 5,381 (-11.0%) Est. Cost Unrealized
UL UNILEVER PLC SPON ADR NEW 0.1%
Value $90.75M (+3.7%) Shares 1,509,491 (-1.7%) Est. Cost Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $10.75M (+41.3%) Shares 18,616 (-2.3%) Est. Cost Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value $34.31M (-8.3%) Shares 1,415,924 (-8.3%) Est. Cost Unrealized
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value $5.552M (-35.9%) Shares 113,092 (-35.5%) Est. Cost Unrealized
CTVA CORTEVA INC COM 0.0%
Value $8.834M (-26.0%) Shares 104,315 (-26.9%) Est. Cost Unrealized
EXEL EXELIXIS INC COM 0.0%
Value $16.49M (+23.1%) Shares 303,042 (-3.0%) Est. Cost Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.1%
Value $59.86M (+5.4%) Shares 672,551 (-1.0%) Est. Cost Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $6.475M (-32.2%) Shares 322,802 (-30.1%) Est. Cost Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $8.894M (-25.7%) Shares 240,716 (-5.5%) Est. Cost Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value $34.93M (+9.6%) Shares 328,544 (-3.4%) Est. Cost Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value $14.83M (+25.9%) Shares 126,692 (-2.2%) Est. Cost Unrealized
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.1%
Value $81.91M (-3.5%) Shares 1,569,546 (-3.5%) Est. Cost Unrealized
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.0%
Value $9.397M (-24.0%) Shares 377,679 (-24.3%) Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $19.76M (-13.0%) Shares 34,256 (-11.2%) Est. Cost Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.1%
Value $39.16M (-7.0%) Shares 588,058 (-6.4%) Est. Cost Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $30.31M (+10.6%) Shares 127,397 (-3.6%) Est. Cost Unrealized
J JACOBS SOLUTIONS INC. 0.0%
Value $3.93M (-42.3%) Shares 31,191 (-41.7%) Est. Cost Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $9.086M (-24.0%) Shares 79,580 (-21.0%) Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value $30.45M (-8.5%) Shares 214,245 (-10.6%) Est. Cost Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value $51.08M (+5.8%) Shares 673,955 (-2.0%) Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS 0.0%
Value $2.614M (-51.6%) Shares 131,409 (-58.7%) Est. Cost Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value $21.72M (+14.5%) Shares 42,165 (-11.5%) Est. Cost Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value $5.392M (+103.6%) Shares 20,710 (-7.7%) Est. Cost Unrealized
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value $11.5M (+31.1%) Shares 68,254 (-2.0%) Est. Cost Unrealized
NDAQ NASDAQ INC COM 0.0%
Value $4.285M (-38.7%) Shares 54,359 (-34.0%) Est. Cost Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $9.412M (+39.5%) Shares 57,632 (-1.5%) Est. Cost Unrealized
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value $1.827M (-58.7%) Shares 7,950 (-52.4%) Est. Cost Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value $40.69M (+6.8%) Shares 191,216 (-3.7%) Est. Cost Unrealized
CSX CSX CORP COM 0.0%
Value $20.22M (+14.1%) Shares 425,401 (-1.4%) Est. Cost Unrealized
TRMB TRIMBLE INC COM 0.0%
Value $3.048M (-44.5%) Shares 59,562 (-29.3%) Est. Cost Unrealized
ECL ECOLAB INC COM 0.0%
Value $10.72M (-18.4%) Shares 38,464 (-22.1%) Est. Cost Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND 0.0%
Value $7.615M (-23.9%) Shares 157,488 (-24.7%) Est. Cost Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $10.44M (-18.6%) Shares 10,675 (-25.5%) Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $4.827M (-32.5%) Shares 64,765 (-31.8%) Est. Cost Unrealized
PSX PHILLIPS 66 COM 0.0%
Value $25.36M (-8.4%) Shares 150,014 (-1.2%) Est. Cost Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value $43.13M (-5.1%) Shares 731,329 (-4.2%) Est. Cost Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value $17.76M (+14.9%) Shares 149,296 (-5.5%) Est. Cost Unrealized
SCHW CHARLES SCHWAB CORP (THE) COM 0.0%
Value $32.55M (-6.6%) Shares 352,763 (-4.8%) Est. Cost Unrealized
PGNY PROGYNY INC COM 0.0%
Value $5.875M (+62.4%) Shares 203,797 (-4.4%) Est. Cost Unrealized
NKE NIKE INC CL B 0.0%
Value $4.836M (-31.8%) Shares 117,810 (-12.2%) Est. Cost Unrealized
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 0.0%
Value $13.82M (+19.3%) Shares 247,800 (-1.9%) Est. Cost Unrealized
ALC ALCON AG ORD SHS 0.0%
Value $1.547M (-58.9%) Shares 23,059 (-53.8%) Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $7.431M (+41.7%) Shares 74,100 (-2.1%) Est. Cost Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value $5.83M (+59.6%) Shares 160,928 (-20.0%) Est. Cost Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value $26.7M (-7.5%) Shares 416,244 (-6.0%) Est. Cost Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $974K (-68.9%) Shares 1,300 (-72.9%) Est. Cost Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $29.85M (-6.6%) Shares 406,571 (-6.3%) Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $4.326M (-32.1%) Shares 10,416 (-29.0%) Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $2.594M (-43.3%) Shares 22,719 (-24.0%) Est. Cost Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value $1.268M (-61.0%) Shares 11,169 (-43.3%) Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.1%
Value $33.74M (-5.5%) Shares 188,922 (-4.3%) Est. Cost Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value $15.1M (+14.8%) Shares 302,201 (-5.2%) Est. Cost Unrealized
WELL WELLTOWER INC COM 0.0%
Value $18.91M (+11.3%) Shares 83,300 (-3.1%) Est. Cost Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X ETF 0.0%
Value $1.859M (-50.7%) Shares 12,629 (-60.3%) Est. Cost Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value $23.26M (+8.7%) Shares 369,010 (-1.4%) Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $17.25M (+11.9%) Shares 52,249 (-1.1%) Est. Cost Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $1.762M (-50.8%) Shares 6,294 (-33.3%) Est. Cost Unrealized
ICLR ICON PUB LTD CO SHS 0.0%
Value $5.473M (+49.8%) Shares 31,508 (-4.6%) Est. Cost Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $221K (-89.2%) Shares 21,031 (-86.0%) Est. Cost Unrealized
BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $5.523M (-24.6%) Shares 261,376 (-25.0%) Est. Cost Unrealized
WEX WEX INC COM 0.0%
Value $821K (-68.7%) Shares 5,817 (-66.0%) Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC SHS 0.0%
Value $661K (-72.9%) Shares 8,838 (-76.4%) Est. Cost Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value $3.907M (-31.0%) Shares 53,641 (-28.7%) Est. Cost Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value $3.37M (-34.2%) Shares 78,997 (-25.7%) Est. Cost Unrealized
MMM 3M CO COM 0.0%
Value $25.34M (+7.4%) Shares 156,483 (-3.6%) Est. Cost Unrealized
INOD INNODATA INC COM NEW 0.0%
Value $11.27M (+18.4%) Shares 149,164 (-39.5%) Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $19.8M (-8.0%) Shares 67,523 (-8.8%) Est. Cost Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value $107M (-1.6%) Shares 148,180 (-25.0%) Est. Cost Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value $2.22M (-43.5%) Shares 11,119 (-28.0%) Est. Cost Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value $36.67M (+4.9%) Shares 256,172 (-4.0%) Est. Cost Unrealized
INSM INSMED INC COM PAR $.01 0.0%
Value $475K (-78.1%) Shares 4,460 (-66.3%) Est. Cost Unrealized
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.0%
Value $12.73M (+15.3%) Shares 316,339 (-1.9%) Est. Cost Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value $2.352M (-41.6%) Shares 91,055 (-43.7%) Est. Cost Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value $9.879M (+20.3%) Shares 71,829 (-41.3%) Est. Cost Unrealized
USB US BANCORP COM NEW 0.0%
Value $22.68M (+7.8%) Shares 375,575 (-7.2%) Est. Cost Unrealized
MYRG MYR GROUP INC COM 0.0%
Value $3.793M (+74.7%) Shares 7,580 (-1.5%) Est. Cost Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value $21.64M (+7.9%) Shares 88,242 (-9.2%) Est. Cost Unrealized
WFC WELLS FARGO & CO COM 0.1%
Value $88.18M (+1.8%) Shares 1,067,096 (-1.9%) Est. Cost Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $9.333M (-14.4%) Shares 116,229 (-15.3%) Est. Cost Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value $230K (-87.0%) Shares 3,602 (-88.0%) Est. Cost Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value $7.745M (-16.6%) Shares 210,870 (-7.4%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value $19.11M (-7.5%) Shares 53,953 (-10.3%) Est. Cost Unrealized
MXL MAXLINEAR INC COM 0.0%
Value $1.774M (+616.4%) Shares 13,856 (-2.7%) Est. Cost Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $24.17M (+6.7%) Shares 80,846 (-2.8%) Est. Cost Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value $18.63M (+8.8%) Shares 46,903 (-12.9%) Est. Cost Unrealized
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value $10.98M (+15.7%) Shares 108,834 (-1.2%) Est. Cost Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value $8.804M (-14.5%) Shares 58,645 (-1.4%) Est. Cost Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value $6.799M (+28.0%) Shares 31,302 (-6.8%) Est. Cost Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value $20.66M (+7.5%) Shares 27,258 (-3.7%) Est. Cost Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $30.39M (-4.5%) Shares 155,280 (-3.3%) Est. Cost Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $19.59M (+7.8%) Shares 362,647 (-26.3%) Est. Cost Unrealized
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value $5.764M (-19.6%) Shares 31,819 (-2.9%) Est. Cost Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value $2.011M (-40.9%) Shares 17,575 (-31.3%) Est. Cost Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value $3.518M (-28.3%) Shares 19,569 (-8.9%) Est. Cost Unrealized
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value $3.983M (-25.8%) Shares 84,987 (-25.9%) Est. Cost Unrealized
STT STATE STR CORP COM 0.0%
Value $4.425M (-23.9%) Shares 26,088 (-43.2%) Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $775K (-64.0%) Shares 9,400 (-69.7%) Est. Cost Unrealized
PPL PPL CORP COM 0.0%
Value $3.344M (-29.2%) Shares 91,984 (-25.6%) Est. Cost Unrealized
SF STIFEL FINL CORP COM 0.0%
Value $2.774M (-32.9%) Shares 39,762 (-29.0%) Est. Cost Unrealized
FLEX FLEX LTD ORD 0.0%
Value $6.027M (+28.9%) Shares 37,185 (-47.9%) Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $14.93M (+9.9%) Shares 163,713 (-22.2%) Est. Cost Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value $22.73M (+6.2%) Shares 42,922 (-3.7%) Est. Cost Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $5.34M (-20.0%) Shares 9,855 (-12.4%) Est. Cost Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $9.518M (-12.3%) Shares 394,300 (-11.8%) Est. Cost Unrealized
MCO MOODYS CORP COM 0.1%
Value $64.71M (+2.1%) Shares 142,881 (-1.7%) Est. Cost Unrealized
NTRA NATERA INC COM 0.0%
Value $7.079M (+22.8%) Shares 26,080 (-9.6%) Est. Cost Unrealized
CNA CNA FINL CORP COM 0.0%
Value $203K (-86.6%) Shares 4,169 (-87.4%) Est. Cost Unrealized
COHR COHERENT CORP COM 0.0%
Value $4.306M (+43.8%) Shares 10,916 (-13.2%) Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value $7.416M (+21.3%) Shares 47,547 (-1.5%) Est. Cost Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $13.3M (+10.7%) Shares 176,718 (-4.8%) Est. Cost Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $3.012M (+74.0%) Shares 37,186 (-10.5%) Est. Cost Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $4.324M (-22.8%) Shares 1,377,103 (-28.2%) Est. Cost Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value $15.78M (-7.5%) Shares 309,081 (-7.7%) Est. Cost Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value $2.456M (-34.0%) Shares 263,202 (-29.2%) Est. Cost Unrealized
NTAP NETAPP INC COM 0.0%
Value $5.634M (-18.3%) Shares 36,403 (-46.0%) Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $7.798M (-13.8%) Shares 11,692 (-21.8%) Est. Cost Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $3.409M (-26.7%) Shares 38,097 (-32.6%) Est. Cost Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $1.828M (-40.2%) Shares 13,009 (-38.2%) Est. Cost Unrealized
PLXS PLEXUS CORP COM 0.0%
Value $3.901M (+46.0%) Shares 12,973 (-1.6%) Est. Cost Unrealized
CDW CDW CORP COM 0.0%
Value $2.368M (-34.1%) Shares 16,836 (-43.3%) Est. Cost Unrealized
BX BLACKSTONE INC COM 0.0%
Value $22.75M (-5.1%) Shares 193,361 (-7.3%) Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $7.68M (+18.8%) Shares 67,554 (-5.8%) Est. Cost Unrealized
ACI ALBERTSONS COMPANIES INC COMMON STOCK 0.0%
Value $188K (-86.6%) Shares 13,864 (-83.2%) Est. Cost Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $8.135M (+17.2%) Shares 90,294 (-2.2%) Est. Cost Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value $984K (-54.6%) Shares 39,644 (-51.5%) Est. Cost Unrealized
RPM RPM INTL INC COM 0.0%
Value $2.452M (-32.5%) Shares 22,062 (-39.6%) Est. Cost Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value $2.409M (-32.8%) Shares 42,071 (-24.8%) Est. Cost Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $2.28M (-33.9%) Shares 28,368 (-38.8%) Est. Cost Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $3.846M (-23.2%) Shares 40,301 (-16.6%) Est. Cost Unrealized
BAR GRANITESHARES GOLD SHARES 0.0%
Value $5.271M (-18.0%) Shares 133,340 (-5.2%) Est. Cost Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value $5.47M (-17.2%) Shares 116,964 (-17.6%) Est. Cost Unrealized
VSAT VIASAT INC COM 0.0%
Value $2.573M (+78.7%) Shares 28,650 (-8.9%) Est. Cost Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value $14.51M (+8.4%) Shares 54,809 (-4.2%) Est. Cost Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value $1.639M (-40.6%) Shares 39,784 (-43.1%) Est. Cost Unrealized
BBY BEST BUY INC COM 0.0%
Value $2.85M (-28.1%) Shares 37,564 (-39.1%) Est. Cost Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value $2.367M (-31.8%) Shares 75,428 (-43.4%) Est. Cost Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $1.546M (-41.3%) Shares 33,480 (-31.5%) Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS INC COM 0.0%
Value $3.361M (+47.8%) Shares 8,835 (-13.7%) Est. Cost Unrealized
RRC RANGE RES CORP COM 0.0%
Value $2.046M (-34.5%) Shares 55,024 (-20.5%) Est. Cost Unrealized
AMGN AMGEN INC COM 0.3%
Value $187M (+0.6%) Shares 516,543 (-2.3%) Est. Cost Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $4.292M (-20.0%) Shares 11,911 (-30.7%) Est. Cost Unrealized
DBX DROPBOX INC CL A 0.0%
Value $1.886M (-36.3%) Shares 68,661 (-47.3%) Est. Cost Unrealized
D DOMINION ENERGY INC COM 0.0%
Value $13.79M (+8.4%) Shares 201,862 (-1.9%) Est. Cost Unrealized
PG PROCTER & GAMBLE CO COM 0.4%
Value $237M (+0.5%) Shares 1,617,446 (-5.6%) Est. Cost Unrealized
AXTA AXALTA COATING SYS LTD COM 0.0%
Value $800K (-56.9%) Shares 23,387 (-65.1%) Est. Cost Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value $2.681M (-28.0%) Shares 17,353 (-36.1%) Est. Cost Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value $4.039M (-20.1%) Shares 79,857 (-20.1%) Est. Cost Unrealized
CB CHUBB LIMITED COM 0.0%
Value $30.92M (+3.4%) Shares 90,743 (-1.1%) Est. Cost Unrealized
UCTT ULTRA CLEAN HLDGS INC COM 0.0%
Value $2.061M (+95.8%) Shares 14,453 (-14.6%) Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $7.435M (+15.3%) Shares 40,603 (-3.9%) Est. Cost Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.1%
Value $33.83M (+3.0%) Shares 45,300 (-10.3%) Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $3.149M (-23.9%) Shares 10,460 (-16.3%) Est. Cost Unrealized
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value $10.93M (+9.8%) Shares 144,507 (-45.7%) Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value $67.45M (-1.4%) Shares 195,895 (-8.2%) Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value $7.185M (-11.8%) Shares 26,650 (-18.3%) Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $45.28M (-2.1%) Shares 90,308 (-4.0%) Est. Cost Unrealized
GPRK GEOPARK LTD USD SHS 0.0%
Value $2.23M (-30.0%) Shares 245,050 (-26.9%) Est. Cost Unrealized
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value $355K (-72.8%) Shares 5,900 (-76.5%) Est. Cost Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $12.58M (-7.0%) Shares 169,249 (-8.9%) Est. Cost Unrealized
UI UBIQUITI INC COM 0.0%
Value $1.552M (-37.6%) Shares 2,907 (-7.7%) Est. Cost Unrealized
AZN ASTRAZENECA PLC ORD 0.0%
Value $14.63M (-6.0%) Shares 77,194 (-2.2%) Est. Cost Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $17.99M (+5.4%) Shares 114,622 (-7.1%) Est. Cost Unrealized
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value $481K (-65.8%) Shares 55,610 (-57.0%) Est. Cost Unrealized
INGR INGREDION INC COM 0.0%
Value $569K (-61.7%) Shares 6,004 (-54.4%) Est. Cost Unrealized
MGV VANGUARD MORNINGSTAR MEGA CAP VALUE ETF 0.0%
Value $9.771M (+10.3%) Shares 59,778 (-2.2%) Est. Cost Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $2.779M (-24.4%) Shares 94,087 (-40.9%) Est. Cost Unrealized
IVVM ISHARES LARGE CAP MODERATE QUARTERLY LADDERED ETF 0.0%
Value $5.986M (-12.9%) Shares 162,000 (-19.6%) Est. Cost Unrealized
FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS 0.0%
Value $1.488M (-37.2%) Shares 11,637 (-45.5%) Est. Cost Unrealized
EMKT LAZARD EMERGING MARKETS OPPORTUNITIES ETF 0.0%
Value $4.964M (+21.5%) Shares 154,094 (-2.7%) Est. Cost Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value $3.644M (-19.3%) Shares 125,656 (-1.2%) Est. Cost Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $3.683M (-19.0%) Shares 77,474 (-13.7%) Est. Cost Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value $3.123M (-21.7%) Shares 10,680 (-8.3%) Est. Cost Unrealized
HAYW HAYWARD HLDGS INC COM 0.0%
Value $385K (-69.0%) Shares 22,247 (-76.0%) Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $5.963M (+16.7%) Shares 26,663 (-2.7%) Est. Cost Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value $2.718M (+45.5%) Shares 7,667 (-37.9%) Est. Cost Unrealized
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value $4.941M (+20.7%) Shares 103,493 (-11.0%) Est. Cost Unrealized
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.1%
Value $53.14M (-1.6%) Shares 1,054,864 (-1.6%) Est. Cost Unrealized
TH TARGET HOSPITALITY CORP COM 0.0%
Value $2.485M (+50.7%) Shares 122,059 (-31.3%) Est. Cost Unrealized
BWA BORGWARNER INC COM 0.0%
Value $5.069M (+19.7%) Shares 76,335 (-2.2%) Est. Cost Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value $7.46M (+12.4%) Shares 23,437 (-4.4%) Est. Cost Unrealized
TXT TEXTRON INC COM 0.0%
Value $15.86M (-4.9%) Shares 172,850 (-9.3%) Est. Cost Unrealized
EXLS EXLSERVICE HLDGS INC COM 0.0%
Value $1.63M (-33.4%) Shares 63,031 (-21.5%) Est. Cost Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value $2.511M (-24.5%) Shares 7,924 (-29.2%) Est. Cost Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value $411K (-66.2%) Shares 13,729 (-52.0%) Est. Cost Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value $483K (-62.5%) Shares 40,144 (-62.4%) Est. Cost Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value $1.922M (-29.2%) Shares 927 (-24.9%) Est. Cost Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value $2.813M (-22.0%) Shares 85,935 (-37.2%) Est. Cost Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value $1.432M (-35.5%) Shares 50,051 (-29.1%) Est. Cost Unrealized
TIMB TIM S A SPONSORED ADR 0.0%
Value $3.069M (-20.4%) Shares 143,257 (-1.6%) Est. Cost Unrealized
EVI EVI INDS INC COM 0.0%
Value $1.895M (-29.3%) Shares 128,223 (-1.5%) Est. Cost Unrealized
WIX WIX COM LTD SHS 0.0%
Value $295K (-72.7%) Shares 6,500 (-45.7%) Est. Cost Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value $6.627M (+13.3%) Shares 87,626 (-1.1%) Est. Cost Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value $2.025M (+62.3%) Shares 116,365 (-12.1%) Est. Cost Unrealized
L LOEWS CORP COM 0.0%
Value $4.397M (-15.0%) Shares 38,840 (-19.9%) Est. Cost Unrealized
F FORD MTR CO COM 0.0%
Value $5.53M (+16.3%) Shares 397,857 (-3.4%) Est. Cost Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value $2.584M (-23.0%) Shares 48,445 (-21.9%) Est. Cost Unrealized
AA ALCOA CORP COM 0.0%
Value $2.092M (-26.7%) Shares 40,129 (-6.8%) Est. Cost Unrealized
G GENPACT LIMITED SHS 0.0%
Value $936K (-44.7%) Shares 34,038 (-25.2%) Est. Cost Unrealized
JBL JABIL INC COM 0.0%
Value $5.987M (+14.4%) Shares 15,532 (-21.2%) Est. Cost Unrealized
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value $11.35M (-6.2%) Shares 224,104 (-5.9%) Est. Cost Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value $3.135M (-19.2%) Shares 6,952 (-6.3%) Est. Cost Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value $5.008M (-12.9%) Shares 6,800 (-32.0%) Est. Cost Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value $2.58M (-22.0%) Shares 33,960 (-15.3%) Est. Cost Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value $33.9M (+2.2%) Shares 680,372 (-5.7%) Est. Cost Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $7.548M (+10.6%) Shares 15,387 (-12.5%) Est. Cost Unrealized
BUSE FIRST BUSEY CORP COM NEW 0.0%
Value $6.687M (+12.0%) Shares 226,666 (-4.0%) Est. Cost Unrealized
TECK TECK RESOURCES LTD CL B 0.0%
Value $2.523M (-22.1%) Shares 42,434 (-32.2%) Est. Cost Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value $11.34M (+6.7%) Shares 312,716 (-3.0%) Est. Cost Unrealized
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value $1.911M (+59.4%) Shares 12,493 (-3.3%) Est. Cost Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value $1.65M (-29.9%) Shares 80,272 (-41.7%) Est. Cost Unrealized
HURN HURON CONSULTING GROUP INC COM 0.0%
Value $467K (-59.9%) Shares 5,182 (-43.3%) Est. Cost Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value $873K (-44.4%) Shares 9,612 (-32.5%) Est. Cost Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value $2.104M (-24.7%) Shares 36,774 (-25.7%) Est. Cost Unrealized
CNM CORE & MAIN INC CL A 0.0%
Value $4.925M (-12.2%) Shares 102,063 (-10.1%) Est. Cost Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value $8.179M (-7.7%) Shares 108,810 (-13.7%) Est. Cost Unrealized
AG FIRST MAJESTIC SILVER CORP COM 0.0%
Value $1.961M (-25.5%) Shares 115,653 (-5.7%) Est. Cost Unrealized
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value $1.384M (+94.1%) Shares 10,345 (-4.7%) Est. Cost Unrealized
ADMA ADMA BIOLOGICS INC COM 0.0%
Value $125K (-84.3%) Shares 14,891 (-83.1%) Est. Cost Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value $7.239M (+10.2%) Shares 131,602 (-3.0%) Est. Cost Unrealized
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value $1.791M (-27.1%) Shares 119,136 (-3.7%) Est. Cost Unrealized
EPAM EPAM SYS INC COM 0.0%
Value $540K (-55.2%) Shares 6,806 (-23.6%) Est. Cost Unrealized
RACE FERRARI N V COM 0.0%
Value $1.018M (-39.5%) Shares 2,736 (-45.0%) Est. Cost Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $1.604M (-29.2%) Shares 28,337 (-19.0%) Est. Cost Unrealized
INCY INCYTE CORP COM 0.0%
Value $5.702M (+13.1%) Shares 50,301 (-6.1%) Est. Cost Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value $3.818M (+20.9%) Shares 14,283 (-23.7%) Est. Cost Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value $7.378M (+9.8%) Shares 115,547 (-19.6%) Est. Cost Unrealized
DOV DOVER CORP COM 0.0%
Value $11.2M (+6.1%) Shares 49,955 (-1.4%) Est. Cost Unrealized
SANM SANMINA CORP COM 0.0%
Value $1.629M (+66.0%) Shares 6,438 (-15.0%) Est. Cost Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value $5.667M (-10.2%) Shares 32,898 (-3.7%) Est. Cost Unrealized
BOTJ BANK OF THE JAMES FINL GP INC COM 0.0%
Value $3.674M (+21.1%) Shares 143,977 (-2.3%) Est. Cost Unrealized
CSL CARLISLE COS INC COM 0.2%
Value $99.78M (+0.6%) Shares 275,077 (-7.4%) Est. Cost Unrealized
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.0%
Value $2.11M (-23.2%) Shares 189,200 (-3.9%) Est. Cost Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $15.37M (-3.9%) Shares 114,148 (-3.4%) Est. Cost Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value $2.308M (-21.4%) Shares 143,998 (-9.2%) Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $6.103M (-9.3%) Shares 179,489 (-14.6%) Est. Cost Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value $3.972M (-13.4%) Shares 173,545 (-13.3%) Est. Cost Unrealized
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value $3.447M (+21.6%) Shares 84,408 (-1.5%) Est. Cost Unrealized
BLD TOPBUILD COR COM 0.0%
Value $570K (-51.6%) Shares 1,609 (-52.0%) Est. Cost Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $600K (-50.2%) Shares 4,035 (-40.0%) Est. Cost Unrealized
KMPR KEMPER CORP COM 0.0%
Value $430K (-58.3%) Shares 15,950 (-52.7%) Est. Cost Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value $1.777M (-25.2%) Shares 25,904 (-34.3%) Est. Cost Unrealized
ECPG ENCORE CAP GROUP INC COM 0.0%
Value $542K (-52.5%) Shares 5,810 (-64.3%) Est. Cost Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value $2.3M (-20.6%) Shares 23,083 (-6.3%) Est. Cost Unrealized
RS RELIANCE INC COM 0.0%
Value $12.6M (-4.5%) Shares 33,723 (-22.3%) Est. Cost Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $3.423M (+21.0%) Shares 27,100 (-2.2%) Est. Cost Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value $1.236M (-32.3%) Shares 46,008 (-46.7%) Est. Cost Unrealized
ETSY ETSY INC COM 0.0%
Value $1.88M (+45.3%) Shares 24,960 (-3.6%) Est. Cost Unrealized
GGG GRACO INC COM 0.0%
Value $1.63M (-26.4%) Shares 21,557 (-17.6%) Est. Cost Unrealized
AXSM AXSOME THERAPEUTICS INC. COM 0.0%
Value $2.534M (+29.6%) Shares 10,352 (-10.5%) Est. Cost Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 0.0%
Value $3.954M (-12.7%) Shares 33,768 (-13.3%) Est. Cost Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value $866K (-39.9%) Shares 11,433 (-35.4%) Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $3.064M (-15.8%) Shares 47,861 (-6.3%) Est. Cost Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value $1.426M (-28.5%) Shares 65,858 (-27.9%) Est. Cost Unrealized
LDDR LIFEX 2035 INCOME BUCKET ETF 0.0%
Value $1.418M (-28.5%) Shares 17,903 (-26.3%) Est. Cost Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value $21.81M (+2.6%) Shares 143,320 (-1.6%) Est. Cost Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value $9.645M (+6.1%) Shares 159,980 (-2.7%) Est. Cost Unrealized
HUM HUMANA INC COM 0.0%
Value $5.801M (+10.5%) Shares 14,604 (-51.8%) Est. Cost Unrealized
PWV INVESCO LARGE CAP VALUE ETF 0.0%
Value $7.774M (+7.5%) Shares 102,602 (-1.1%) Est. Cost Unrealized
JHMU JOHN HANCOCK DYNAMIC MUNICIPAL BOND ETF 0.0%
Value $1.558M (-25.7%) Shares 59,201 (-26.7%) Est. Cost Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value $1.981M (-21.3%) Shares 25,072 (-14.2%) Est. Cost Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value $1.62M (-24.8%) Shares 5,228 (-26.1%) Est. Cost Unrealized
MRCY MERCURY SYS INC COM 0.0%
Value $2.175M (+32.0%) Shares 17,778 (-21.3%) Est. Cost Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value $2.65M (+24.7%) Shares 12,815 (-3.3%) Est. Cost Unrealized
KT KT CORP SPONSORED ADR 0.0%
Value $972K (-35.0%) Shares 56,250 (-19.4%) Est. Cost Unrealized
ADT ADT INC DEL COM 0.0%
Value $560K (-48.3%) Shares 86,172 (-47.7%) Est. Cost Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value $1.918M (+36.6%) Shares 18,279 (-2.3%) Est. Cost Unrealized
AOS SMITH A O CORP COM 0.0%
Value $1.008M (-33.5%) Shares 16,067 (-30.1%) Est. Cost Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value $2.567M (+24.6%) Shares 29,488 (-4.0%) Est. Cost Unrealized
CPNG COUPANG INC CL A 0.0%
Value $258K (-66.2%) Shares 14,832 (-63.2%) Est. Cost Unrealized
LYFT LYFT INC CL A COM 0.0%
Value $291K (-63.4%) Shares 19,932 (-66.7%) Est. Cost Unrealized
DASH DOORDASH INC CL A 0.0%
Value $1.98M (-20.2%) Shares 10,731 (-35.1%) Est. Cost Unrealized
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value $503K (-49.7%) Shares 79,887 (-22.0%) Est. Cost Unrealized
LEN LENNAR CORP CL A 0.0%
Value $2.892M (-14.7%) Shares 31,957 (-18.1%) Est. Cost Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value $31.07M (-1.6%) Shares 173,022 (-1.2%) Est. Cost Unrealized
ADEA ADEIA INC COM 0.0%
Value $1.957M (+33.4%) Shares 59,417 (-2.7%) Est. Cost Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value $20.68M (+2.4%) Shares 103,091 (-6.9%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $13.41M (+3.8%) Shares 124,742 (-5.0%) Est. Cost Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value $5.909M (-7.6%) Shares 135,841 (-7.3%) Est. Cost Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $12.4M (-3.8%) Shares 135,261 (-10.5%) Est. Cost Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value $9.084M (-5.1%) Shares 103,567 (-1.1%) Est. Cost Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $391K (-55.3%) Shares 21,745 (-45.8%) Est. Cost Unrealized
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value $1.063M (-31.1%) Shares 16,497 (-33.3%) Est. Cost Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value $286K (-62.1%) Shares 1,615 (-50.7%) Est. Cost Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value $3.473M (+15.4%) Shares 32,208 (-2.0%) Est. Cost Unrealized
RRX REGAL REXNORD CORPORATION COM 0.0%
Value $2.325M (+24.7%) Shares 9,761 (-2.0%) Est. Cost Unrealized
TXG 10X GENOMICS INC CL A COM 0.0%
Value $1.337M (+52.3%) Shares 34,860 (-15.7%) Est. Cost Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value $6.348M (+7.6%) Shares 106,614 (-1.1%) Est. Cost Unrealized
HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV 0.0%
Value $6.726M (+7.1%) Shares 58,152 (-40.3%) Est. Cost Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $939K (-31.9%) Shares 32,007 (-47.2%) Est. Cost Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $669K (-39.5%) Shares 56,244 (-19.5%) Est. Cost Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value $2.358M (-15.6%) Shares 29,695 (-1.5%) Est. Cost Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value $2.641M (+19.7%) Shares 39,197 (-7.9%) Est. Cost Unrealized
BPOP POPULAR INC COM NEW 0.0%
Value $2.481M (+20.9%) Shares 15,112 (-1.2%) Est. Cost Unrealized
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value $2.139M (-16.4%) Shares 1,705 (-20.6%) Est. Cost Unrealized
HAS HASBRO INC COM 0.0%
Value $2.13M (-16.5%) Shares 25,791 (-5.3%) Est. Cost Unrealized
DGII DIGI INTL INC COM 0.0%
Value $1.354M (+44.8%) Shares 18,070 (-6.9%) Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $326K (-56.0%) Shares 10,483 (-52.3%) Est. Cost Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value $1.964M (-17.4%) Shares 29,064 (-27.6%) Est. Cost Unrealized
KBE STATE STREET SPDR S&P BANK ETF 0.0%
Value $6.035M (+7.3%) Shares 88,460 (-6.3%) Est. Cost Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value $797K (-33.9%) Shares 30,087 (-33.6%) Est. Cost Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $645K (-38.8%) Shares 2,469 (-31.9%) Est. Cost Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $5.293M (+8.3%) Shares 105,038 (-1.9%) Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $2.862M (+16.4%) Shares 55,651 (-15.0%) Est. Cost Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value $858K (+88.2%) Shares 47,878 (-7.9%) Est. Cost Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value $3.709M (+12.0%) Shares 97,454 (-4.5%) Est. Cost Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $1.64M (-19.5%) Shares 6,229 (-36.1%) Est. Cost Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value $965K (-29.1%) Shares 41,723 (-42.8%) Est. Cost Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $210K (-65.2%) Shares 6,324 (-47.4%) Est. Cost Unrealized
SLAB SILICON LABORATORIES INC COM 0.0%
Value $257K (-60.4%) Shares 1,176 (-62.3%) Est. Cost Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value $3.318M (+13.4%) Shares 46,967 (-16.1%) Est. Cost Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value $7.148M (-5.2%) Shares 26,587 (-18.7%) Est. Cost Unrealized
EVRG EVERGY INC COM 0.0%
Value $10.69M (+3.8%) Shares 123,696 (-1.6%) Est. Cost Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value $1.442M (+36.8%) Shares 38,672 (-12.9%) Est. Cost Unrealized
VOYA VOYA FINANCIAL INC COM 0.0%
Value $1.617M (-19.2%) Shares 17,865 (-39.1%) Est. Cost Unrealized
CCC CCC INTELLIGENT SOLUTIONS HLD COM 0.0%
Value $212K (-64.5%) Shares 41,124 (-58.7%) Est. Cost Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 0.0%
Value $3.249M (+13.4%) Shares 137,775 (-5.0%) Est. Cost Unrealized
CLBT CELLEBRITE DI LTD ORDINARY SHARES 0.0%
Value $158K (-70.8%) Shares 10,845 (-72.4%) Est. Cost Unrealized
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 0.0%
Value $6.736M (+6.0%) Shares 134,476 (-6.6%) Est. Cost Unrealized
MSCI MSCI INC COM 0.0%
Value $22.83M (-1.6%) Shares 40,771 (-5.3%) Est. Cost Unrealized
ENS ENERSYS COM 0.0%
Value $2.331M (+19.0%) Shares 9,967 (-11.6%) Est. Cost Unrealized
PBH PRESTIGE CONSMR HEALTHCARE INC COM 0.0%
Value $296K (-55.5%) Shares 6,255 (-44.2%) Est. Cost Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value $2.058M (-15.2%) Shares 28,359 (-21.3%) Est. Cost Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value $2.343M (-13.6%) Shares 38,266 (-23.0%) Est. Cost Unrealized
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value $1.077M (-25.5%) Shares 83,199 (-7.4%) Est. Cost Unrealized
ALGM ALLEGRO MICROSYSTEMS INC COM 0.0%
Value $706K (+105.2%) Shares 10,136 (-7.1%) Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $2.863M (-11.1%) Shares 33,251 (-6.6%) Est. Cost Unrealized
KMX CARMAX INC COM 0.0%
Value $2.374M (-13.0%) Shares 44,892 (-31.6%) Est. Cost Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value $740K (-32.3%) Shares 5,672 (-40.7%) Est. Cost Unrealized
FCFS FIRSTCASH HOLDINGS INC COM 0.0%
Value $3.028M (+13.1%) Shares 13,999 (-1.7%) Est. Cost Unrealized
BLSH BULLISH ORD SHS 0.0%
Value $594K (-37.1%) Shares 25,341 (-4.0%) Est. Cost Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $5.6M (+6.6%) Shares 116,809 (-18.3%) Est. Cost Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value $2.326M (+17.5%) Shares 25,380 (-2.1%) Est. Cost Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.0%
Value $2.18M (-13.5%) Shares 22,798 (-13.3%) Est. Cost Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value $2.269M (-13.0%) Shares 169,808 (-6.4%) Est. Cost Unrealized
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X ETF 0.0%
Value $839K (+66.3%) Shares 3,146 (-70.1%) Est. Cost Unrealized
PEN PENUMBRA INC COM 0.0%
Value $290K (-53.3%) Shares 920 (-51.5%) Est. Cost Unrealized
AWI ARMSTRONG WORLD INDS INC NEW COM 0.0%
Value $1.179M (-22.0%) Shares 7,348 (-19.9%) Est. Cost Unrealized
NMIH NMI HLDGS INC COM 0.0%
Value $12.18M (+2.8%) Shares 296,480 (-6.2%) Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value $468K (-41.4%) Shares 9,072 (-36.8%) Est. Cost Unrealized
ROYCE SMALL CAP TRUST INC COM 0.0%
Value $4.6M (+7.7%) Shares 249,028 (-3.2%) Est. Cost Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $982K (+50.2%) Shares 40,948 (-9.6%) Est. Cost Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value $3.265M (+11.2%) Shares 78,238 (-2.1%) Est. Cost Unrealized
EG EVEREST GROUP LTD COM 0.0%
Value $3.262M (-9.1%) Shares 9,131 (-16.8%) Est. Cost Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $8.608M (-3.6%) Shares 195,464 (-5.6%) Est. Cost Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $3.859M (+9.1%) Shares 70,643 (-1.4%) Est. Cost Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value $4.923M (-6.1%) Shares 64,424 (-14.7%) Est. Cost Unrealized
SPDV AAM S&P 500 HIGH DIVIDEND VALUE ETF 0.0%
Value $503K (-38.9%) Shares 13,065 (-40.9%) Est. Cost Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value $8.965M (+3.7%) Shares 128,258 (-7.4%) Est. Cost Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.0%
Value $287K (-52.4%) Shares 16,735 (-49.1%) Est. Cost Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value $4.042M (+8.5%) Shares 65,076 (-12.5%) Est. Cost Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $1.775M (-15.1%) Shares 38,984 (-1.5%) Est. Cost Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value $1.364M (-18.6%) Shares 47,220 (-15.1%) Est. Cost Unrealized
SXI STANDEX INTL CORP COM 0.0%
Value $1.601M (+23.9%) Shares 4,477 (-11.7%) Est. Cost Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value $35.55M (+0.9%) Shares 464,429 (-2.0%) Est. Cost Unrealized
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $1.127M (-21.4%) Shares 37,543 (-21.3%) Est. Cost Unrealized
APAM ARTISAN PARTNERS ASSET MGMT I CL A 0.0%
Value $4.689M (-6.1%) Shares 135,789 (-1.1%) Est. Cost Unrealized
FMC FMC CORP COM NEW 0.0%
Value $529K (-36.4%) Shares 46,038 (-4.8%) Est. Cost Unrealized
SYNA SYNAPTICS INC COM 0.0%
Value $743K (+68.5%) Shares 5,982 (-5.0%) Est. Cost Unrealized
CARG CARGURUS INC COM CL A 0.0%
Value $681K (-30.6%) Shares 19,974 (-30.7%) Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $2.57M (-10.4%) Shares 18,479 (-3.4%) Est. Cost Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value $209K (-58.7%) Shares 10,073 (-53.6%) Est. Cost Unrealized
ROYCE MICRO-CAP TR INC COM 0.0%
Value $1.407M (+26.5%) Shares 96,093 (-2.3%) Est. Cost Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value $5.13M (+6.1%) Shares 127,146 (-3.6%) Est. Cost Unrealized
MIDD MIDDLEBY CORP COM 0.0%
Value $1.721M (-14.6%) Shares 10,003 (-34.2%) Est. Cost Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.0%
Value $9.11M (+3.3%) Shares 221,657 (-52.1%) Est. Cost Unrealized
GSST GOLDMAN SACHS ULTRA SHORT BOND ETF 0.0%
Value $3.474M (-7.8%) Shares 68,699 (-7.8%) Est. Cost Unrealized
SMTC SEMTECH CORP COM 0.0%
Value $1.57M (+22.8%) Shares 9,703 (-41.6%) Est. Cost Unrealized
YELP YELP INC CL A 0.0%
Value $300K (-49.3%) Shares 12,224 (-48.9%) Est. Cost Unrealized
MARM FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH 0.0%
Value $1.897M (-13.2%) Shares 55,580 (-14.8%) Est. Cost Unrealized
FBNC FIRST BANCORP N C COM 0.0%
Value $2.827M (+11.3%) Shares 44,216 (-1.9%) Est. Cost Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value $187K (-60.3%) Shares 21,411 (-65.2%) Est. Cost Unrealized
FRPT FRESHPET INC COM 0.0%
Value $278K (-50.3%) Shares 4,698 (-50.5%) Est. Cost Unrealized
AGI ALAMOS GOLD INC COM CL A 0.0%
Value $491K (-36.4%) Shares 16,183 (-6.9%) Est. Cost Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $2.406M (+13.2%) Shares 41,727 (-5.2%) Est. Cost Unrealized
VTR VENTAS INC COM 0.0%
Value $4.403M (+6.8%) Shares 49,585 (-1.7%) Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE IN COM NEW 0.0%
Value $6.672M (-4.0%) Shares 35,427 (-15.4%) Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $2.713M (-9.3%) Shares 27,114 (-17.8%) Est. Cost Unrealized
ASO ACADEMY SPORTS & OUTDOORS INC COM 0.0%
Value $1.09M (-20.3%) Shares 23,122 (-4.5%) Est. Cost Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value $1.446M (-16.0%) Shares 8,907 (-10.7%) Est. Cost Unrealized
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value $2.728M (-9.0%) Shares 41,621 (-23.9%) Est. Cost Unrealized
XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL 0.0%
Value $936K (-22.1%) Shares 22,324 (-27.3%) Est. Cost Unrealized
ESTC ELASTIC N V ORD SHS 0.0%
Value $684K (-27.9%) Shares 11,995 (-36.8%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $831K (+46.3%) Shares 2,000 (-4.8%) Est. Cost Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value $1.327M (-16.5%) Shares 12,019 (-28.2%) Est. Cost Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value $4.625M (-5.3%) Shares 154,955 (-3.7%) Est. Cost Unrealized
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value $3.458M (+8.0%) Shares 65,227 (-2.2%) Est. Cost Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.0%
Value $1.833M (-12.1%) Shares 35,278 (-13.1%) Est. Cost Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value $1.777M (-12.1%) Shares 38,418 (-24.3%) Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value $1.075M (-18.6%) Shares 8,733 (-1.0%) Est. Cost Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value $2.25M (-9.8%) Shares 45,200 (-9.8%) Est. Cost Unrealized
BHE BENCHMARK ELECTRS INC COM 0.0%
Value $639K (+60.2%) Shares 6,476 (-9.0%) Est. Cost Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value $4.578M (+5.4%) Shares 19,211 (-6.1%) Est. Cost Unrealized
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND 0.0%
Value $1.559M (+17.7%) Shares 31,704 (-4.0%) Est. Cost Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value $2.568M (-8.3%) Shares 42,839 (-13.6%) Est. Cost Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value $474K (-33.0%) Shares 15,109 (-9.9%) Est. Cost Unrealized
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value $305K (-43.4%) Shares 5,433 (-36.7%) Est. Cost Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value $4.076M (+6.1%) Shares 72,124 (-1.4%) Est. Cost Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value $1.18M (-16.5%) Shares 23,882 (-9.8%) Est. Cost Unrealized
ASH ASHLAND INC COM 0.0%
Value $1.747M (+15.3%) Shares 26,518 (-2.7%) Est. Cost Unrealized
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value $576K (-28.6%) Shares 45,113 (-4.5%) Est. Cost Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value $1.106M (-17.3%) Shares 66,224 (-15.2%) Est. Cost Unrealized
ATR APTARGROUP INC COM 0.0%
Value $1.819M (-11.2%) Shares 14,527 (-10.6%) Est. Cost Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value $1.029M (-18.2%) Shares 11,536 (-22.2%) Est. Cost Unrealized
LOPE GRAND CANYON ED INC COM 0.0%
Value $458K (-33.3%) Shares 3,201 (-20.7%) Est. Cost Unrealized
BAP CREDICORP LTD COM 0.0%
Value $831K (-21.5%) Shares 2,134 (-31.7%) Est. Cost Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $1.533M (+17.4%) Shares 71,614 (-9.9%) Est. Cost Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value $5.929M (+4.0%) Shares 265,168 (-1.6%) Est. Cost Unrealized
ATRO ASTRONICS CORP COM 0.0%
Value $913K (-19.9%) Shares 11,234 (-34.2%) Est. Cost Unrealized
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $445K (-33.4%) Shares 17,114 (-34.8%) Est. Cost Unrealized
CCOR CORE ALTERNATIVE ETF 0.0%
Value $3.527M (-5.9%) Shares 139,263 (-3.2%) Est. Cost Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value $971K (+29.5%) Shares 39,013 (-2.0%) Est. Cost Unrealized
KVUE KENVUE INC COM 0.0%
Value $2.786M (+8.6%) Shares 145,803 (-2.0%) Est. Cost Unrealized
VFC V F CORP COM 0.0%
Value $2.282M (-8.7%) Shares 136,782 (-7.0%) Est. Cost Unrealized
FCN FTI CONSULTING INC COM 0.0%
Value $259K (-45.2%) Shares 1,738 (-35.0%) Est. Cost Unrealized
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 0.0%
Value $367K (-36.6%) Shares 15,219 (-36.0%) Est. Cost Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $1.87M (+12.7%) Shares 16,685 (-3.5%) Est. Cost Unrealized
BCO BRINKS CO COM 0.0%
Value $300K (-41.0%) Shares 3,179 (-35.3%) Est. Cost Unrealized
ATEN A10 NETWORKS INC COM 0.0%
Value $676K (+44.1%) Shares 18,083 (-10.8%) Est. Cost Unrealized
ATKR ATKORE INC COM 0.0%
Value $989K (+26.2%) Shares 13,008 (-2.2%) Est. Cost Unrealized
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value $882K (-18.9%) Shares 16,778 (-7.3%) Est. Cost Unrealized
PATH UIPATH INC CL A 0.0%
Value $226K (-47.5%) Shares 20,747 (-46.4%) Est. Cost Unrealized
OSK OSHKOSH CORP COM 0.0%
Value $3.521M (-5.5%) Shares 22,941 (-9.3%) Est. Cost Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $3.784M (+5.7%) Shares 70,357 (-2.4%) Est. Cost Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $3.197M (+6.8%) Shares 26,328 (-18.0%) Est. Cost Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value $371K (-35.3%) Shares 34,915 (-18.9%) Est. Cost Unrealized
REXR REXFORD INDL RLTY INC COM 0.0%
Value $343K (-36.9%) Shares 10,251 (-38.3%) Est. Cost Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value $879K (+29.5%) Shares 13,391 (-7.9%) Est. Cost Unrealized
TRU TRANSUNION COM 0.0%
Value $1.224M (-14.0%) Shares 16,960 (-17.5%) Est. Cost Unrealized
NEMD NEUBERGER EMERGING MARKETS DEBT HARD CURRENCY ETF 0.0%
Value $1.572M (-11.2%) Shares 29,625 (-14.0%) Est. Cost Unrealized
EQH EQUITABLE HLDGS INC COM 0.0%
Value $329K (-37.4%) Shares 7,496 (-47.1%) Est. Cost Unrealized
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value $776K (+33.5%) Shares 29,650 (-3.4%) Est. Cost Unrealized
PPTA PERPETUA RESOURCES CORP COM 0.0%
Value $393K (-32.8%) Shares 18,943 (-9.0%) Est. Cost Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value $521K (-27.0%) Shares 8,716 (-26.9%) Est. Cost Unrealized
MAYM FT VEST U.S. EQUITY MAX BUFFER ETF - MAY 0.0%
Value $498K (-27.4%) Shares 15,133 (-28.8%) Est. Cost Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $2.316M (+8.8%) Shares 24,422 (-2.3%) Est. Cost Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $1.838M (-9.2%) Shares 9,825 (-8.5%) Est. Cost Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $1.382M (+15.6%) Shares 25,171 (-18.0%) Est. Cost Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $2.228M (-7.7%) Shares 10,868 (-8.2%) Est. Cost Unrealized
HCSG HEALTHCARE SVCS GROUP INC COM 0.0%
Value $800K (+30.1%) Shares 32,589 (-1.7%) Est. Cost Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value $2.779M (-6.2%) Shares 33,745 (-18.3%) Est. Cost Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value $924K (-16.6%) Shares 98,389 (-15.8%) Est. Cost Unrealized
CNH CNH INDL N V SHS 0.0%
Value $863K (-17.5%) Shares 76,852 (-19.2%) Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $706K (-20.6%) Shares 2,909 (-8.0%) Est. Cost Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $6.183M (-2.9%) Shares 63,708 (-3.9%) Est. Cost Unrealized
PATK PATRICK INDS INC COM 0.0%
Value $637K (-22.1%) Shares 7,098 (-3.6%) Est. Cost Unrealized
EQIX EQUINIX INC COM 0.0%
Value $13.9M (+1.3%) Shares 13,332 (-4.7%) Est. Cost Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value $310K (-36.8%) Shares 832 (-31.4%) Est. Cost Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value $960K (+23.0%) Shares 1,508 (-18.2%) Est. Cost Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $239K (-42.7%) Shares 3,086 (-33.4%) Est. Cost Unrealized
RLY STATE STREET MULTI-ASSET REAL RETURN ETF 0.0%
Value $2.071M (-7.9%) Shares 60,016 (-3.5%) Est. Cost Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value $3.996M (+4.6%) Shares 43,733 (-2.9%) Est. Cost Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value $6.052M (-2.8%) Shares 326,616 (-5.5%) Est. Cost Unrealized
AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF 0.0%
Value $1.416M (-11.0%) Shares 17,192 (-17.7%) Est. Cost Unrealized
GLPI GAMING & LEISURE P COM 0.0%
Value $3.449M (-4.8%) Shares 77,451 (-5.1%) Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $2.081M (-7.6%) Shares 17,588 (-13.0%) Est. Cost Unrealized
TLK TELEKOMUNIKASI IND SPONSORED ADR 0.0%
Value $292K (-37.0%) Shares 21,750 (-12.4%) Est. Cost Unrealized
BITX VOLATILITY SHARES 2X BITCOIN ETF 0.0%
Value $168K (-50.6%) Shares 16,234 (-29.5%) Est. Cost Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value $3.248M (+5.6%) Shares 8,091 (-9.6%) Est. Cost Unrealized
AIZ ASSURANT INC COM 0.0%
Value $2.016M (-7.6%) Shares 7,507 (-25.1%) Est. Cost Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value $2.181M (-7.0%) Shares 6,515 (-40.0%) Est. Cost Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $475K (-25.6%) Shares 34,359 (-23.2%) Est. Cost Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value $17.14M (+1.0%) Shares 424,032 (-1.5%) Est. Cost Unrealized
WELLS FARGO & CO PERP PFD CNV A 0.0%
Value $357K (-30.8%) Shares 308 (-30.9%) Est. Cost Unrealized
TPYP TORTOISE NORTH AMERICAN PIPELINE ETF 0.0%
Value $1.909M (-7.6%) Shares 45,517 (-6.6%) Est. Cost Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value $4.129M (-3.6%) Shares 160,455 (-3.4%) Est. Cost Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value $3.312M (-4.5%) Shares 27,551 (-5.0%) Est. Cost Unrealized
ATMU ATMUS FILTRATION TECHNOLOGIES COM 0.0%
Value $314K (-32.9%) Shares 6,162 (-25.3%) Est. Cost Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $633K (-19.5%) Shares 28,727 (-21.6%) Est. Cost Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value $460K (-24.9%) Shares 80,086 (-7.3%) Est. Cost Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value $1.326M (-10.2%) Shares 16,175 (-12.3%) Est. Cost Unrealized
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $2.163M (+7.5%) Shares 41,780 (-2.7%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $3.202M (+4.9%) Shares 16,000 (-8.6%) Est. Cost Unrealized
SNDA SONIDA SENIOR LIVING INC COM 0.0%
Value $209K (-41.5%) Shares 5,129 (-53.7%) Est. Cost Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value $4.975M (-2.9%) Shares 14,929 (-15.2%) Est. Cost Unrealized
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value $1.549M (+10.4%) Shares 50,850 (-1.4%) Est. Cost Unrealized
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value $332K (-30.5%) Shares 4,358 (-7.0%) Est. Cost Unrealized
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value $221K (-39.5%) Shares 4,978 (-41.5%) Est. Cost Unrealized
SM SM ENERGY COMPANY COM 0.0%
Value $558K (-20.4%) Shares 21,368 (-4.9%) Est. Cost Unrealized
VST VISTRA CORP COM 0.0%
Value $2.79M (-4.9%) Shares 17,586 (-9.8%) Est. Cost Unrealized
CCK CROWN HLDGS INC COM 0.0%
Value $7.634M (+1.9%) Shares 68,269 (-8.7%) Est. Cost Unrealized
META META PLATFORMS INC. 0.0%
Value $1.746M (-7.5%) Shares 3,100 (-6.1%) Est. Cost Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value $401K (-25.9%) Shares 7,664 (-26.4%) Est. Cost Unrealized
AEVA AEVA TECHNOLOGIES INC COM NEW 0.0%
Value $314K (+80.5%) Shares 10,918 (-17.3%) Est. Cost Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value $283K (-33.0%) Shares 15,658 (-15.9%) Est. Cost Unrealized
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.0%
Value $1.667M (+8.8%) Shares 12,714 (-4.0%) Est. Cost Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value $4.517M (-2.9%) Shares 41,282 (-2.1%) Est. Cost Unrealized
NUVEEN CORE PLUS IMPACT FUND COM BEN INT 0.0%
Value $4.903M (-2.6%) Shares 484,030 (-2.1%) Est. Cost Unrealized
AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND 0.0%
Value $4.501M (-2.9%) Shares 199,056 (-3.1%) Est. Cost Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value $341K (-27.9%) Shares 13,157 (-17.3%) Est. Cost Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $13.79M (+1.0%) Shares 128,921 (-4.9%) Est. Cost Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value $1.232M (-9.6%) Shares 97,318 (-8.6%) Est. Cost Unrealized
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $1.459M (-8.2%) Shares 40,503 (-5.6%) Est. Cost Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value $320K (-28.7%) Shares 35,825 (-34.0%) Est. Cost Unrealized
XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 0.0%
Value $3.806M (+3.5%) Shares 53,660 (-5.0%) Est. Cost Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value $3.154M (-3.8%) Shares 111,854 (-10.5%) Est. Cost Unrealized
CPRX CATALYST PHARMACEUTICALS INC COM 0.0%
Value $773K (-13.8%) Shares 24,580 (-32.1%) Est. Cost Unrealized
MNA NYLI MERGER ARBITRAGE ETF 0.0%
Value $2.637M (-4.5%) Shares 72,286 (-4.8%) Est. Cost Unrealized
NNI NELNET INC CL A 0.0%
Value $1.941M (-5.8%) Shares 14,560 (-8.9%) Est. Cost Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value $577K (-17.2%) Shares 5,849 (-18.8%) Est. Cost Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value $632K (-15.9%) Shares 136,894 (-14.8%) Est. Cost Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value $6.383M (-1.8%) Shares 220,045 (-1.3%) Est. Cost Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value $3.99M (-2.8%) Shares 79,027 (-3.1%) Est. Cost Unrealized
CCAP CRESCENT CAP BDC INC COM 0.0%
Value $933K (-11.1%) Shares 85,398 (-1.1%) Est. Cost Unrealized
ITT ITT INC COM 0.0%
Value $8.837M (+1.3%) Shares 44,685 (-2.4%) Est. Cost Unrealized
GIC GLOBAL INDUSTRIAL COMPANY COM 0.0%
Value $2.815M (+4.2%) Shares 84,122 (-1.8%) Est. Cost Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value $4.709M (+2.5%) Shares 59,303 (-7.4%) Est. Cost Unrealized
GAPR FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR 0.0%
Value $1.264M (-8.1%) Shares 30,322 (-10.8%) Est. Cost Unrealized
OCGN OCUGEN INC COM 0.0%
Value $15,300 (-87.9%) Shares 10,000 (-85.7%) Est. Cost Unrealized
ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST 0.0%
Value $281K (-28.3%) Shares 10,205 (-30.7%) Est. Cost Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value $1.287M (-7.9%) Shares 47,596 (-2.3%) Est. Cost Unrealized
WWD WOODWARD INC COM 0.0%
Value $2.189M (+5.3%) Shares 5,146 (-11.5%) Est. Cost Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value $396K (-21.6%) Shares 3,306 (-17.6%) Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $267K (-29.0%) Shares 15,350 (-39.0%) Est. Cost Unrealized
XRPZ FRANKLIN XRP ETF 0.0%
Value $160K (-40.3%) Shares 14,130 (-23.3%) Est. Cost Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value $766K (+16.5%) Shares 7,425 (-4.2%) Est. Cost Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value $1.716M (+6.6%) Shares 74,031 (-1.5%) Est. Cost Unrealized
CTS CTS CORP COM 0.0%
Value $447K (+31.2%) Shares 6,852 (-3.9%) Est. Cost Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $4.389M (-2.4%) Shares 93,763 (-2.1%) Est. Cost Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value $2.898M (+3.8%) Shares 52,988 (-13.7%) Est. Cost Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $3.023M (-3.3%) Shares 219,077 (-21.0%) Est. Cost Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value $198K (-34.3%) Shares 20,648 (-40.8%) Est. Cost Unrealized
ACA ARCOSA INC COM 0.0%
Value $487K (+26.6%) Shares 3,349 (-7.5%) Est. Cost Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value $930K (-9.9%) Shares 23,846 (-19.5%) Est. Cost Unrealized
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value $476K (-17.7%) Shares 11,559 (-22.7%) Est. Cost Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value $1.292M (+8.6%) Shares 23,002 (-1.9%) Est. Cost Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $1.11M (-8.4%) Shares 11,518 (-9.0%) Est. Cost Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value $347K (-22.6%) Shares 3,851 (-21.5%) Est. Cost Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.0%
Value $454K (-18.2%) Shares 8,383 (-18.4%) Est. Cost Unrealized
MSIF MSC INCOME FUND INC COM 0.0%
Value $661K (-13.1%) Shares 57,101 (-8.6%) Est. Cost Unrealized
CART MAPLEBEAR INC COM 0.0%
Value $1.341M (+8.0%) Shares 28,319 (-14.6%) Est. Cost Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value $882K (-10.1%) Shares 42,343 (-9.7%) Est. Cost Unrealized
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value $537K (-15.5%) Shares 5,257 (-15.7%) Est. Cost Unrealized
MUX MCEWEN INC. COM NEW 0.0%
Value $518K (-15.9%) Shares 28,599 (-5.3%) Est. Cost Unrealized
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $760K (+14.8%) Shares 9,196 (-5.3%) Est. Cost Unrealized
EAT BRINKER INTL INC COM 0.0%
Value $1.076M (+9.9%) Shares 6,402 (-6.6%) Est. Cost Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value $563K (-14.7%) Shares 23,931 (-16.6%) Est. Cost Unrealized
BMNR BITMINE IMMERSION TECHS INC COM NEW 0.0%
Value $127K (-43.0%) Shares 9,545 (-15.3%) Est. Cost Unrealized
RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF 0.0%
Value $1.4M (+7.3%) Shares 9,394 (-10.4%) Est. Cost Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value $15.73M (+0.6%) Shares 136,917 (-1.6%) Est. Cost Unrealized
ABSI ABSCI CORPORATION COM 0.0%
Value $223K (+72.4%) Shares 19,235 (-55.4%) Est. Cost Unrealized
SNEX STONEX GROUP INC COM 0.0%
Value $977K (-8.7%) Shares 8,244 (-37.9%) Est. Cost Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value $2.767M (-3.2%) Shares 60,818 (-2.9%) Est. Cost Unrealized
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value $573K (+19.0%) Shares 1,425 (-4.8%) Est. Cost Unrealized
ORACLE CORP 6.5 DEP CUM SR D 0.0%
Value $4.618M (-1.9%) Shares 102,733 (-1.8%) Est. Cost Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $1.159M (-7.2%) Shares 26,742 (-15.0%) Est. Cost Unrealized
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 0.0%
Value $9.123M (+1.0%) Shares 152,311 (-2.5%) Est. Cost Unrealized
AU ANGLOGOLD ASHANTI PLC COM SHS 0.0%
Value $325K (-21.0%) Shares 4,016 (-4.9%) Est. Cost Unrealized
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value $680K (+14.5%) Shares 50,598 (-8.5%) Est. Cost Unrealized
OPCH OPTION CARE HEALTH INC COM NEW 0.0%
Value $287K (-23.0%) Shares 13,683 (-1.2%) Est. Cost Unrealized
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.0%
Value $1.165M (-6.8%) Shares 72,633 (-10.9%) Est. Cost Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value $149K (-36.4%) Shares 18,664 (-25.8%) Est. Cost Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value $1.25M (-6.3%) Shares 39,016 (-19.8%) Est. Cost Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value $2.215M (-3.7%) Shares 81,047 (-4.0%) Est. Cost Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value $6.137M (-1.4%) Shares 161,298 (-20.4%) Est. Cost Unrealized
REYN REYNOLDS CONSUMER PRODS INC COM 0.0%
Value $383K (-18.0%) Shares 14,258 (-35.3%) Est. Cost Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value $182K (+82.5%) Shares 13,457 (-19.3%) Est. Cost Unrealized
HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 0.0%
Value $1.339M (-5.7%) Shares 41,650 (-5.0%) Est. Cost Unrealized
BMBL BUMBLE INC COM CL A 0.0%
Value $58,787 (-57.9%) Shares 18,371 (-57.1%) Est. Cost Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value $174K (-31.6%) Shares 35,685 (-7.3%) Est. Cost Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value $563K (+16.6%) Shares 6,944 (-1.8%) Est. Cost Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value $2.429M (-3.2%) Shares 35,939 (-8.4%) Est. Cost Unrealized
FHI FEDERATED HERMES INC CL B 0.0%
Value $899K (-8.1%) Shares 16,286 (-5.7%) Est. Cost Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $319K (+32.9%) Shares 1,596 (-5.5%) Est. Cost Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value $3.811M (+2.1%) Shares 30,550 (-9.6%) Est. Cost Unrealized
OSEA HARBOR INTERNATIONAL COMPOUNDERS ETF 0.0%
Value $2.408M (-3.1%) Shares 78,840 (-8.2%) Est. Cost Unrealized
KNSA KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A 0.0%
Value $331K (+30.7%) Shares 5,173 (-1.6%) Est. Cost Unrealized
MD PEDIATRIX MEDICAL GROUP INC COM 0.0%
Value $639K (+13.8%) Shares 25,215 (-3.9%) Est. Cost Unrealized
WRBY WARBY PARKER INC CL A COM 0.0%
Value $380K (+25.6%) Shares 12,508 (-12.8%) Est. Cost Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $10.91M (-0.7%) Shares 95,416 (-3.2%) Est. Cost Unrealized
GTLS CHART INDS INC COM 0.0%
Value $412K (-15.8%) Shares 1,970 (-16.7%) Est. Cost Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value $118K (-39.3%) Shares 10,106 (-48.8%) Est. Cost Unrealized
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value $3.804M (-2.0%) Shares 48,524 (-7.6%) Est. Cost Unrealized
EZBC FRANKLIN BITCOIN ETF 0.0%
Value $360K (-17.4%) Shares 10,622 (-4.5%) Est. Cost Unrealized
OIS OIL STS INTL INC COM 0.0%
Value $121K (-38.3%) Shares 15,147 (-10.3%) Est. Cost Unrealized
BITU PROSHARES ULTRA BITCOIN ETF 0.0%
Value $166K (-31.2%) Shares 20,429 (-1.3%) Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $1.577M (-4.5%) Shares 87,980 (-15.5%) Est. Cost Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value $363K (+26.1%) Shares 21,453 (-4.5%) Est. Cost Unrealized
XPEL XPEL INC COM 0.0%
Value $3.635M (+2.1%) Shares 73,294 (-8.9%) Est. Cost Unrealized
SIG SIGNET JEWELERS LTD SHS 0.0%
Value $929K (-7.4%) Shares 10,773 (-9.1%) Est. Cost Unrealized
ARB ALTSHARES MERGER ARBITRAGE ETF 0.0%
Value $941K (-7.2%) Shares 31,742 (-8.2%) Est. Cost Unrealized
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value $2.233M (+3.4%) Shares 36,611 (-5.3%) Est. Cost Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value $1.059M (-6.3%) Shares 10,357 (-13.4%) Est. Cost Unrealized
SSRM SSR MINING IN COM 0.0%
Value $1.171M (-5.6%) Shares 41,413 (-2.0%) Est. Cost Unrealized
SKYH/WS SKY HARBOUR GROUP CORPORATION WT EXP 012527 0.0%
Value $120K (-37.0%) Shares 260,083 (-4.1%) Est. Cost Unrealized
KBH KB HOME COM 0.0%
Value $611K (+12.7%) Shares 9,769 (-6.8%) Est. Cost Unrealized
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value $3.024M (-2.2%) Shares 14,219 (-6.1%) Est. Cost Unrealized
QLYS QUALYS INC COM 0.0%
Value $376K (+22.3%) Shares 2,732 (-21.8%) Est. Cost Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value $229K (-23.0%) Shares 13,365 (-11.3%) Est. Cost Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value $3.833M (-1.7%) Shares 173,047 (-1.3%) Est. Cost Unrealized
HTGC HERCULES CAPITAL INC COM 0.0%
Value $346K (-16.3%) Shares 21,948 (-21.6%) Est. Cost Unrealized
TLRY TILRAY BRANDS INC COM 0.0%
Value $103K (-39.5%) Shares 22,927 (-12.8%) Est. Cost Unrealized
FET FORUM ENERGY TECHNOLOGIES INC COM 0.0%
Value $233K (-22.3%) Shares 4,644 (-9.2%) Est. Cost Unrealized
CASH PATHWARD FINANCIAL INC COM 0.0%
Value $543K (-10.9%) Shares 6,232 (-8.7%) Est. Cost Unrealized
RBUF INNOVATOR U.S. SMALL CAP 10 BUFFER ETF - QUARTERLY 0.0%
Value $3.343M (-1.9%) Shares 107,565 (-7.6%) Est. Cost Unrealized
BGS B & G FOODS INC COM 0.0%
Value $45,958 (-59.0%) Shares 11,547 (-50.5%) Est. Cost Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value $299K (-17.9%) Shares 15,347 (-5.2%) Est. Cost Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $678K (-8.8%) Shares 89,636 (-23.0%) Est. Cost Unrealized
FLR FLUOR CORP COM 0.0%
Value $1.276M (+5.4%) Shares 24,351 (-6.2%) Est. Cost Unrealized
DWLD DAVIS SELECT WORLDWIDE ETF 0.0%
Value $1.529M (+4.4%) Shares 33,060 (-1.0%) Est. Cost Unrealized
JGRW JENSEN QUALITY GROWTH ETF 0.0%
Value $302K (-17.7%) Shares 11,147 (-26.2%) Est. Cost Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value $253K (-20.3%) Shares 32,692 (-4.4%) Est. Cost Unrealized
CPA COPA HOLDINGS SA CL A 0.0%
Value $9.952M (+0.6%) Shares 63,971 (-26.5%) Est. Cost Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $6.234M (+1.0%) Shares 28,537 (-8.3%) Est. Cost Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.0%
Value $619K (+11.3%) Shares 33,230 (-4.1%) Est. Cost Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $418K (-13.1%) Shares 2,326 (-14.8%) Est. Cost Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $205K (-23.4%) Shares 4,845 (-23.6%) Est. Cost Unrealized
BBT BEACON FINANCIAL CORP. COM 0.0%
Value $746K (-7.7%) Shares 24,489 (-9.0%) Est. Cost Unrealized
TXNM TXNM ENERGY INC COM 0.0%
Value $308K (-16.7%) Shares 5,421 (-14.2%) Est. Cost Unrealized
CALAMOS GBL DYN INCOME FUND COM 0.0%
Value $376K (+19.6%) Shares 42,217 (-2.6%) Est. Cost Unrealized
GOLF ACUSHNET HLDGS CORP COM 0.0%
Value $383K (+19.0%) Shares 3,233 (-6.1%) Est. Cost Unrealized
IESC IES HOLDINGS INC COM 0.0%
Value $319K (+23.3%) Shares 434 (-20.1%) Est. Cost Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value $424K (-12.2%) Shares 7,956 (-19.3%) Est. Cost Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value $3.094M (+1.9%) Shares 64,891 (-6.3%) Est. Cost Unrealized
GQI NATIXIS GATEWAY QUALITY INCOME ETF 0.0%
Value $211K (-21.4%) Shares 3,570 (-27.1%) Est. Cost Unrealized
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value $5.448M (-1.0%) Shares 135,221 (-1.4%) Est. Cost Unrealized
AEO AMERICAN EAGLE OUTFITTERS INC COM 0.0%
Value $235K (-19.4%) Shares 13,670 (-21.8%) Est. Cost Unrealized
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $876K (-6.0%) Shares 12,212 (-23.7%) Est. Cost Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value $2.397M (-2.3%) Shares 22,834 (-7.1%) Est. Cost Unrealized
WU WESTERN UN CO COM 0.0%
Value $103K (-35.0%) Shares 13,342 (-26.4%) Est. Cost Unrealized
PRDO PERDOCEO ED CORP COM 0.0%
Value $237K (-18.8%) Shares 7,418 (-5.6%) Est. Cost Unrealized
OSBC OLD SECOND BANCORP INC DEL COM 0.0%
Value $310K (-15.0%) Shares 13,309 (-26.6%) Est. Cost Unrealized
ALLO ALLOGENE THERAPEUTICS INC COM 0.0%
Value $165K (-24.9%) Shares 79,197 (-11.9%) Est. Cost Unrealized
AUBN AUBURN NATL BANCORP COM 0.0%
Value $512K (+11.9%) Shares 18,945 (-1.3%) Est. Cost Unrealized
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $560K (+10.6%) Shares 9,167 (-4.0%) Est. Cost Unrealized
CLS CELESTICA INC COM 0.0%
Value $1.401M (+4.0%) Shares 3,841 (-19.7%) Est. Cost Unrealized
PWP PERELLA WEINBERG PARTNERS CLASS A COM 0.0%
Value $196K (-21.3%) Shares 12,283 (-10.5%) Est. Cost Unrealized
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 0.0%
Value $599K (-8.1%) Shares 14,194 (-11.4%) Est. Cost Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $3.671M (-1.4%) Shares 13,826 (-7.5%) Est. Cost Unrealized
LINC LINCOLN EDL SVCS CORP COM 0.0%
Value $489K (+12.0%) Shares 9,793 (-8.7%) Est. Cost Unrealized
SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF 0.0%
Value $389K (-11.8%) Shares 7,095 (-17.6%) Est. Cost Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $535K (+10.8%) Shares 7,885 (-12.5%) Est. Cost Unrealized
DLX DELUXE CORP MEDIUM TERM NTS COM 0.0%
Value $214K (-19.4%) Shares 8,971 (-7.1%) Est. Cost Unrealized
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value $374K (-12.0%) Shares 14,265 (-3.2%) Est. Cost Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value $508K (+11.1%) Shares 51,755 (-1.9%) Est. Cost Unrealized
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value $673K (-7.0%) Shares 13,495 (-20.5%) Est. Cost Unrealized
QRVO QORVO INC COM 0.0%
Value $400K (+14.5%) Shares 4,288 (-4.9%) Est. Cost Unrealized
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value $226K (-18.3%) Shares 8,464 (-16.4%) Est. Cost Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value $407K (+14.2%) Shares 2,812 (-5.2%) Est. Cost Unrealized
BCKT LIFEX 2030 INCOME BUCKET ETF 0.0%
Value $507K (-9.0%) Shares 12,107 (-3.8%) Est. Cost Unrealized
IVVB ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF 0.0%
Value $9.376M (+0.5%) Shares 270,749 (-7.0%) Est. Cost Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value $1.024M (+4.9%) Shares 93,933 (-3.5%) Est. Cost Unrealized
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.0%
Value $607K (-7.2%) Shares 11,138 (-15.3%) Est. Cost Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value $17.23M (-0.3%) Shares 417,786 (-5.8%) Est. Cost Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $1.454M (-3.2%) Shares 19,742 (-2.8%) Est. Cost Unrealized
VSTS VESTIS CORPORATION COM SHS 0.0%
Value $186K (+33.7%) Shares 12,842 (-27.6%) Est. Cost Unrealized
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value $3.802M (+1.2%) Shares 35,391 (-4.4%) Est. Cost Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value $380K (-10.9%) Shares 23,221 (-6.3%) Est. Cost Unrealized
OSW ONESPAWORLD HOLDINGS LIMITED COM 0.0%
Value $321K (+16.8%) Shares 11,373 (-5.1%) Est. Cost Unrealized
NTES NETEASE COM INC SPONSORED ADS 0.0%
Value $615K (+8.1%) Shares 4,798 (-5.6%) Est. Cost Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value $645K (-6.5%) Shares 25,618 (-6.2%) Est. Cost Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value $289K (-13.0%) Shares 13,001 (-12.8%) Est. Cost Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value $167K (-20.3%) Shares 35,400 (-12.9%) Est. Cost Unrealized
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value $448K (+10.5%) Shares 5,028 (-6.4%) Est. Cost Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value $2.284M (-1.8%) Shares 51,030 (-1.7%) Est. Cost Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $325K (-11.5%) Shares 7,434 (-1.9%) Est. Cost Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value $211K (-16.0%) Shares 5,324 (-2.0%) Est. Cost Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value $1.422M (+2.9%) Shares 38,152 (-1.9%) Est. Cost Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.0%
Value $1.142M (+3.6%) Shares 14,943 (-6.3%) Est. Cost Unrealized
IRWD IRONWOOD PHARMACEUTICALS INC COM CL A 0.0%
Value $302K (+14.9%) Shares 71,706 (-4.3%) Est. Cost Unrealized
SPROTT FOCUS TR INC COM 0.0%
Value $782K (-4.8%) Shares 82,499 (-4.2%) Est. Cost Unrealized
RGNX REGENXBIO INC COM 0.0%
Value $159K (+32.7%) Shares 13,235 (-7.2%) Est. Cost Unrealized
LAKE LAKELAND INDS INC COM 0.0%
Value $477K (+8.7%) Shares 44,601 (-16.7%) Est. Cost Unrealized
NEOG NEOGEN CORP COM 0.0%
Value $608K (-5.9%) Shares 67,685 (-2.7%) Est. Cost Unrealized
GIII G III APPAREL GROUP LTD COM 0.0%
Value $251K (+17.7%) Shares 7,433 (-3.3%) Est. Cost Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $793K (-4.5%) Shares 23,709 (-4.2%) Est. Cost Unrealized
ABERDEEN INTER INCOME FD SH BEN INT 0.0%
Value $135K (-21.3%) Shares 54,647 (-20.1%) Est. Cost Unrealized
CCS CENTURY COMMUNITIES INC COM 0.0%
Value $212K (-14.3%) Shares 2,960 (-31.4%) Est. Cost Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value $353K (-9.1%) Shares 5,081 (-18.1%) Est. Cost Unrealized
FOUR SHIFT4 PMTS INC CL A 0.0%
Value $508K (+7.5%) Shares 10,442 (-3.4%) Est. Cost Unrealized
FUL FULLER H B CO COM 0.0%
Value $392K (-8.2%) Shares 6,719 (-2.8%) Est. Cost Unrealized
BZ KANZHUN LIMITED SPONSORED ADS 0.0%
Value $497K (-6.6%) Shares 38,583 (-2.8%) Est. Cost Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.0%
Value $278K (-10.9%) Shares 13,725 (-1.1%) Est. Cost Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value $545K (-5.7%) Shares 5,618 (-1.4%) Est. Cost Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $8,886 (-78.6%) Shares 100 (-80.0%) Est. Cost Unrealized
LPRO OPEN LENDING CORP COM 0.0%
Value $54,817 (+144.6%) Shares 17,626 (-1.7%) Est. Cost Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $356K (-8.3%) Shares 4,494 (-2.2%) Est. Cost Unrealized
MFA MFA FINL INC COM 0.0%
Value $146K (-18.1%) Shares 15,082 (-19.0%) Est. Cost Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value $381K (+9.2%) Shares 10,754 (-6.0%) Est. Cost Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $1.622M (-1.9%) Shares 72,874 (-1.6%) Est. Cost Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value $349K (-8.2%) Shares 4,686 (-8.4%) Est. Cost Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.0%
Value $657K (-4.5%) Shares 27,906 (-4.1%) Est. Cost Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value $598K (-4.8%) Shares 12,396 (-4.4%) Est. Cost Unrealized
ABERDEEN MULTI-MARKET INCOME SH BEN INT 0.0%
Value $59,224 (-33.4%) Shares 13,460 (-30.1%) Est. Cost Unrealized
IMKTA INGLES MKTS INC CL A 0.0%
Value $248K (-10.7%) Shares 2,800 (-9.4%) Est. Cost Unrealized
BSMR INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF 0.0%
Value $1.088M (-2.6%) Shares 46,004 (-2.5%) Est. Cost Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value $1.863M (-1.5%) Shares 38,662 (-3.8%) Est. Cost Unrealized
BMO BANK MONTREAL MEDIUM COM 0.0%
Value $1.053M (+2.8%) Shares 5,962 (-21.3%) Est. Cost Unrealized
PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 0.0%
Value $4.66M (+0.6%) Shares 103,584 (-3.0%) Est. Cost Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value $1.44M (+1.9%) Shares 137,173 (-1.2%) Est. Cost Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value $278K (-8.9%) Shares 2,988 (-13.0%) Est. Cost Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $2.841M (+1.0%) Shares 32,084 (-6.0%) Est. Cost Unrealized
ARDX ARDELYX INC COM 0.0%
Value $119K (-18.2%) Shares 23,335 (-4.0%) Est. Cost Unrealized
BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF 0.0%
Value $937K (-2.7%) Shares 39,989 (-2.9%) Est. Cost Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $596K (-4.2%) Shares 29,280 (-4.0%) Est. Cost Unrealized
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF 0.0%
Value $279K (+10.3%) Shares 1,069 (-17.7%) Est. Cost Unrealized
SKY CHAMPION HOMES INC COM 0.0%
Value $668K (+4.0%) Shares 7,582 (-12.2%) Est. Cost Unrealized
TTC TORO CO COM 0.0%
Value $5.004M (-0.5%) Shares 51,365 (-4.6%) Est. Cost Unrealized
GABELLI EQUITY TR INC COM 0.0%
Value $537K (-4.5%) Shares 94,918 (-5.5%) Est. Cost Unrealized
GNK GENCO SHIPPING & TRADING LTD SHS 0.0%
Value $351K (+7.6%) Shares 14,179 (-2.1%) Est. Cost Unrealized
BORR BORR DRILLING LTD SHS 0.0%
Value $43,064 (-36.4%) Shares 10,427 (-11.2%) Est. Cost Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value $302K (-7.4%) Shares 8,705 (-44.5%) Est. Cost Unrealized
NABL N-ABLE INC COMMON STOCK 0.0%
Value $37,221 (-38.6%) Shares 10,142 (-21.8%) Est. Cost Unrealized
BWIN THE BALDWIN INSURANCE GRP INC COM CL A 0.0%
Value $1.319M (+1.8%) Shares 49,618 (-16.0%) Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $525K (-4.2%) Shares 68,383 (-13.3%) Est. Cost Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value $308K (-6.9%) Shares 29,843 (-16.8%) Est. Cost Unrealized
TACK FAIRLEAD TACTICAL SECTOR ETF 0.0%
Value $1.456M (+1.6%) Shares 46,022 (-2.4%) Est. Cost Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value $280K (-7.4%) Shares 56,031 (-5.6%) Est. Cost Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $260K (-7.8%) Shares 3,365 (-16.0%) Est. Cost Unrealized
TBLU TORTOISE GLOBAL WATER ETF 0.0%
Value $387K (-5.2%) Shares 7,503 (-7.4%) Est. Cost Unrealized
RNST RENASANT CORP COM 0.0%
Value $223K (-8.6%) Shares 5,242 (-22.4%) Est. Cost Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value $110K (+23.3%) Shares 51,778 (-2.2%) Est. Cost Unrealized
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.0%
Value $755K (-2.5%) Shares 19,290 (-3.5%) Est. Cost Unrealized
GNSS GENASYS INC COM 0.0%
Value $17,000 (-53.3%) Shares 10,000 (-50.0%) Est. Cost Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value $27.07M (+0.1%) Shares 105,889 (-4.4%) Est. Cost Unrealized
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value $1.254M (-1.4%) Shares 23,987 (-10.1%) Est. Cost Unrealized
DRSK APTUS DEFINED RISK ETF 0.0%
Value $2.627M (+0.7%) Shares 91,359 (-4.3%) Est. Cost Unrealized
PLUS EPLUS INC COM 0.0%
Value $219K (+8.6%) Shares 2,637 (-1.8%) Est. Cost Unrealized
PLTK PLAYTIKA HLDG CORP COM 0.0%
Value $87,238 (-16.3%) Shares 23,451 (-37.5%) Est. Cost Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value $365K (-4.0%) Shares 25,087 (-8.9%) Est. Cost Unrealized
HLLY HOLLEY INC COM 0.0%
Value $65,466 (-18.7%) Shares 25,673 (-2.1%) Est. Cost Unrealized
IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF 0.0%
Value $328K (-4.3%) Shares 12,594 (-4.3%) Est. Cost Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $1.137M (-1.2%) Shares 8,229 (-32.4%) Est. Cost Unrealized
CTKB CYTEK BIOSCIENCES INC COM 0.0%
Value $57,891 (-19.4%) Shares 13,068 (-20.5%) Est. Cost Unrealized
IHRT IHEARTMEDIA INC COM CL A 0.0%
Value $43,338 (+39.9%) Shares 10,102 (-4.8%) Est. Cost Unrealized
AMZN AMAZON COM INC COM 0.0%
Value $262K (+4.9%) Shares 1,100 (-8.3%) Est. Cost Unrealized
EGHT 8X8 INC NEW COM 0.0%
Value $55,221 (-17.9%) Shares 32,293 (-20.3%) Est. Cost Unrealized
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP 0.0%
Value $1.561M (-0.8%) Shares 14,692 (-8.9%) Est. Cost Unrealized
IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 0.0%
Value $347K (-3.3%) Shares 13,554 (-3.2%) Est. Cost Unrealized
DASH DOORDASH INC CL A 0.0%
Value $18,453 (-38.5%) Shares 100 (-50.0%) Est. Cost Unrealized
RZLV REZOLVE AI PLC ORD SHS 0.0%
Value $37,028 (-23.6%) Shares 11,755 (-37.9%) Est. Cost Unrealized
AGEN AGENUS INC COM NEW 0.0%
Value $88,654 (-11.2%) Shares 28,972 (-3.0%) Est. Cost Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value $181K (-5.7%) Shares 31,225 (-9.9%) Est. Cost Unrealized
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.0%
Value $752K (-1.4%) Shares 29,857 (-2.9%) Est. Cost Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value $468K (-2.2%) Shares 7,570 (-13.3%) Est. Cost Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value $117K (-8.3%) Shares 30,277 (-5.9%) Est. Cost Unrealized
NTSX WISDOMTREE U.S. EFFICIENT CORE FUND 0.0%
Value $222K (-4.5%) Shares 3,760 (-15.7%) Est. Cost Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value $443K (-2.2%) Shares 9,138 (-4.1%) Est. Cost Unrealized
LAUR LAUREATE ED INC COMMON STOCK 0.0%
Value $311K (-3.1%) Shares 8,560 (-7.1%) Est. Cost Unrealized
WOOF PETCO HEALTH & WELLNESS CO INC CL A COM 0.0%
Value $51,109 (-15.7%) Shares 18,790 (-13.9%) Est. Cost Unrealized
FRANKLIN PREMIER INCOME TR SH BEN INT 0.0%
Value $262K (-3.4%) Shares 74,940 (-1.8%) Est. Cost Unrealized
DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF 0.0%
Value $1.212M (+0.8%) Shares 41,852 (-7.6%) Est. Cost Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value $326K (-2.7%) Shares 49,407 (-2.2%) Est. Cost Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value $47,296 (-15.7%) Shares 13,483 (-13.7%) Est. Cost Unrealized
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value $122K (-6.7%) Shares 22,108 (-1.3%) Est. Cost Unrealized
LZ LEGALZOOM COM INC COM 0.0%
Value $226K (-3.6%) Shares 36,799 (-10.8%) Est. Cost Unrealized
TFI SPDR NUVEEN BARCLAYS MUNICIPAL BOND ETF 0.0%
Value $697K (-1.2%) Shares 15,208 (-2.2%) Est. Cost Unrealized
EU ENCORE ENERGY CORP COM NEW 0.0%
Value $18,754 (-31.0%) Shares 14,316 (-5.2%) Est. Cost Unrealized
DCH DAUCH CORP COM 0.0%
Value $59,772 (-12.1%) Shares 11,028 (-3.8%) Est. Cost Unrealized
TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF 0.0%
Value $408K (-2.0%) Shares 8,024 (-3.5%) Est. Cost Unrealized
CAMT CAMTEK LTD ORD 0.0%
Value $262K (+3.0%) Shares 1,606 (-4.2%) Est. Cost Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value $277K (-2.6%) Shares 24,806 (-1.5%) Est. Cost Unrealized
ELLSWORTH GROWTH & INCOME FD COM 0.0%
Value $241K (-2.6%) Shares 18,242 (-17.8%) Est. Cost Unrealized
CAR AVIS BUDGET GROUP INC COM 0.0%
Value $234K (-2.6%) Shares 1,583 (-3.9%) Est. Cost Unrealized
WEN WENDYS CO COM 0.0%
Value $550K (+1.1%) Shares 66,304 (-15.2%) Est. Cost Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value $231K (+2.6%) Shares 4,920 (-7.0%) Est. Cost Unrealized
GERN GERON CORP COM 0.0%
Value $17,375 (-25.1%) Shares 13,574 (-12.8%) Est. Cost Unrealized
ARKX ARK SPACE & DEFENSE INNOVATION ETF 0.0%
Value $252K (+2.3%) Shares 7,396 (-12.0%) Est. Cost Unrealized
TPC TUTOR PERINI CORP COM 0.0%
Value $437K (+1.2%) Shares 5,261 (-5.9%) Est. Cost Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value $474K (-1.0%) Shares 17,162 (-9.9%) Est. Cost Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $135K (-3.1%) Shares 10,626 (-7.4%) Est. Cost Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value $330K (+1.3%) Shares 3,803 (-12.9%) Est. Cost Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value $275K (+1.5%) Shares 7,771 (-2.5%) Est. Cost Unrealized
ORI OLD REP INTL CORP COM 0.2%
Value $113M (-0.0%) Shares 2,758,825 (-2.5%) Est. Cost Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $81,658 (+4.2%) Shares 30,132 (-13.1%) Est. Cost Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value $86,874 (-3.5%) Shares 115,832 (-9.8%) Est. Cost Unrealized
STKE SOL STRATEGIES INC COM 0.0%
Value $24,564 (+12.7%) Shares 20,995 (-5.1%) Est. Cost Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value $338K (+0.8%) Shares 2,803 (-3.1%) Est. Cost Unrealized
HUMA HUMACYTE INC COM 0.0%
Value $23,306 (+11.5%) Shares 29,864 (-13.3%) Est. Cost Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value $400K (-0.4%) Shares 8,759 (-2.3%) Est. Cost Unrealized
AQST AQUESTIVE THERAPEUTICS INC COM 0.0%
Value $64,667 (-2.6%) Shares 15,545 (-2.8%) Est. Cost Unrealized
POET POET TECHNOLOGIES INC COM NEW 0.0%
Value $567K (+0.3%) Shares 55,112 (-42.1%) Est. Cost Unrealized
BDC BELDEN INC COM 0.0%
Value $343K (-0.4%) Shares 2,857 (-4.6%) Est. Cost Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value $4.141M (-0.0%) Shares 40,500 (-9.8%) Est. Cost Unrealized
COTY COTY INC COM CL A 0.0%
Value $34,610 (+3.8%) Shares 16,023 (-3.4%) Est. Cost Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value $651K (+0.2%) Shares 10,051 (-10.6%) Est. Cost Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value $1.136M (-0.1%) Shares 7,795 (-6.0%) Est. Cost Unrealized
EPR EPR PPTYS COM SH BEN INT 0.0%
Value $510K (+0.1%) Shares 8,797 (-13.8%) Est. Cost Unrealized
ESNT ESSENT GROUP LTD COM 0.0%
Value $590K (+0.0%) Shares 9,174 (-9.1%) Est. Cost Unrealized

Unchanged Positions (427)

CSCO CISCO SYS INC COM 0.5%
Value $355M Shares 3,019,689 Est. Cost Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.9%
Value $599M Shares 20,363,006 Est. Cost Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.9%
Value $585M Shares 783,901 Est. Cost Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.8%
Value $520M Shares 1,270,498 Est. Cost Unrealized
CVX CHEVRON CORPORATION COM 0.4%
Value $260M Shares 1,569,921 Est. Cost Unrealized
WSM WILLIAMS SONOMA INC COM 0.3%
Value $221M Shares 946,038 Est. Cost Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.5%
Value $314M Shares 1,294,112 Est. Cost Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value $293M Shares 1,237,628 Est. Cost Unrealized
HCA HCA HEALTHCARE INC COM 0.2%
Value $115M Shares 294,291 Est. Cost Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value $223M Shares 1,763,525 Est. Cost Unrealized
PHM PULTE GROUP INC COM 0.2%
Value $160M Shares 1,166,862 Est. Cost Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value $176M Shares 2,284,920 Est. Cost Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.3%
Value $179M Shares 2,142,078 Est. Cost Unrealized
TM TOYOTA MOTOR CORP ADS 0.1%
Value $73.58M Shares 436,886 Est. Cost Unrealized
GLD SPDR GOLD SHARES 0.1%
Value $86.57M Shares 234,993 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $79.58M Shares 323,224 Est. Cost Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.1%
Value $76.53M Shares 2,536,730 Est. Cost Unrealized
VV VANGUARD MORNINGSTAR LARGE-CAP ETF 0.1%
Value $87.63M Shares 254,810 Est. Cost Unrealized
FTNT FORTINET INC COM 0.0%
Value $25.22M Shares 164,151 Est. Cost Unrealized
CMI CUMMINS INC COM 0.1%
Value $42.91M Shares 60,158 Est. Cost Unrealized
LII LENNOX INTL INC COM 0.1%
Value $54.04M Shares 94,312 Est. Cost Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $87.52M Shares 398,832 Est. Cost Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.1%
Value $75.61M Shares 922,805 Est. Cost Unrealized
URI UNITED RENTALS INC COM 0.0%
Value $26.87M Shares 23,718 Est. Cost Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value $62.16M Shares 1,316,937 Est. Cost Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $36.82M Shares 176,155 Est. Cost Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $28M Shares 269,372 Est. Cost Unrealized
MGC VANGUARD MORNINGSTAR MEGA CAP ETF 0.1%
Value $52.29M Shares 191,096 Est. Cost Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $31.24M Shares 79,296 Est. Cost Unrealized
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value $47.8M Shares 67,963 Est. Cost Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value $18.71M Shares 349,986 Est. Cost Unrealized
FSBC FIVE STAR BANCORP COM 0.0%
Value $22.74M Shares 467,107 Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $18.41M Shares 37,187 Est. Cost Unrealized
NUE NUCOR CORP COM 0.0%
Value $21.36M Shares 95,909 Est. Cost Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value $39.06M Shares 354,020 Est. Cost Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value $28.85M Shares 78,860 Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value $98.23M Shares 718,033 Est. Cost Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $13.43M Shares 40,100 Est. Cost Unrealized
SCHF SCHWAB INT'L EQ ETF 0.0%
Value $32.35M Shares 1,167,782 Est. Cost Unrealized
VRSN VERISIGN INC COM 0.3%
Value $172M Shares 682,683 Est. Cost Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value $88.9M Shares 193,792 Est. Cost Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value $10.64M Shares 113,610 Est. Cost Unrealized
CXW CORECIVIC INC COM 0.0%
Value $7.864M Shares 258,852 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value $32.78M Shares 104,204 Est. Cost Unrealized
STE STERIS PLC SHS USD 0.1%
Value $44.12M Shares 209,519 Est. Cost Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $17.9M Shares 188,290 Est. Cost Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value $19.65M Shares 950,646 Est. Cost Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value $18.2M Shares 273,818 Est. Cost Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $14M Shares 101,656 Est. Cost Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $27.62M Shares 102,987 Est. Cost Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value $9.955M Shares 85,075 Est. Cost Unrealized
RVTY REVVITY INC COM 0.0%
Value $8.12M Shares 72,980 Est. Cost Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value $8.414M Shares 209,245 Est. Cost Unrealized
PSTG EVERPURE INC CL A 0.0%
Value $5.096M Shares 64,679 Est. Cost Unrealized
QAI NYLI HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value $20.91M Shares 571,280 Est. Cost Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $11.26M Shares 439,204 Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $10.12M Shares 92,226 Est. Cost Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value $12.67M Shares 253,549 Est. Cost Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value $17.15M Shares 243,134 Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.1%
Value $86.54M Shares 364,628 Est. Cost Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value $6.211M Shares 7,238 Est. Cost Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $5.891M Shares 75,117 Est. Cost Unrealized
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value $11.72M Shares 5,632 Est. Cost Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $4.187M Shares 25,593 Est. Cost Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value $8.739M Shares 53,396 Est. Cost Unrealized
DHI D R HORTON INC COM 0.0%
Value $6.851M Shares 42,059 Est. Cost Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $6.903M Shares 61,457 Est. Cost Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $6.908M Shares 44,767 Est. Cost Unrealized
AGX ARGAN INC COM 0.0%
Value $3.136M Shares 3,927 Est. Cost Unrealized
TOV JLENS 500 JEWISH ADVOCACY U.S. ETF 0.0%
Value $7.366M Shares 233,726 Est. Cost Unrealized
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 0.0%
Value $2.617M Shares 6,699 Est. Cost Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value $4.211M Shares 10,800 Est. Cost Unrealized
MTZ MASTEC INC COM 0.0%
Value $3.755M Shares 9,026 Est. Cost Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $3.827M Shares 93,640 Est. Cost Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value $3.073M Shares 17,748 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $13.85M Shares 433,120 Est. Cost Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value $3.319M Shares 38,217 Est. Cost Unrealized
LXP LXP INDUSTRIAL TRUST COM 0.0%
Value $4.936M Shares 91,612 Est. Cost Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value $4.187M Shares 103,029 Est. Cost Unrealized
NYT NEW YORK TIMES CO MTN BE CL A 0.0%
Value $3.34M Shares 47,732 Est. Cost Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value $8.884M Shares 191,415 Est. Cost Unrealized
MGA MAGNA INTL INC COM 0.0%
Value $3.967M Shares 60,417 Est. Cost Unrealized
FORM FORMFACTOR INC COM 0.0%
Value $1.504M Shares 9,404 Est. Cost Unrealized
IQSU NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF 0.0%
Value $3.162M Shares 50,514 Est. Cost Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value $2.042M Shares 7,150 Est. Cost Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $2.986M Shares 50,000 Est. Cost Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value $4.394M Shares 37,243 Est. Cost Unrealized
HBT HBT FINL INC. COM 0.0%
Value $3.031M Shares 94,743 Est. Cost Unrealized
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value $2.737M Shares 52,994 Est. Cost Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value $17.94M Shares 332,152 Est. Cost Unrealized
FTDR FRONTDOOR INC COM 0.0%
Value $1.424M Shares 18,348 Est. Cost Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value $27.89M Shares 537,851 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value $3.14M Shares 197,717 Est. Cost Unrealized
TKR TIMKEN CO COM 0.0%
Value $1.406M Shares 9,678 Est. Cost Unrealized
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.0%
Value $3.802M Shares 32,204 Est. Cost Unrealized
IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF 0.0%
Value $980K Shares 9,415 Est. Cost Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $5.986M Shares 54,346 Est. Cost Unrealized
PRLB PROTO LABS INC COM 0.0%
Value $1.299M Shares 15,935 Est. Cost Unrealized
HROW HARROW INC COM 0.0%
Value $2.396M Shares 56,414 Est. Cost Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value $1.618M Shares 7,849 Est. Cost Unrealized
NTCT NETSCOUT SYS INC COM 0.0%
Value $1.383M Shares 31,748 Est. Cost Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value $5.48M Shares 56,893 Est. Cost Unrealized
MPAA MOTORCAR PTS AMER INC COM 0.0%
Value $1.237M Shares 80,727 Est. Cost Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value $2.928M Shares 57,858 Est. Cost Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $2.31M Shares 29,941 Est. Cost Unrealized
LKQ LKQ CORP COM 0.0%
Value $3.118M Shares 118,428 Est. Cost Unrealized
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value $3.929M Shares 58,089 Est. Cost Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value $9.5M Shares 143,289 Est. Cost Unrealized
HEI HEICO CORP NEW COM 0.0%
Value $1.353M Shares 3,799 Est. Cost Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $1.573M Shares 14,740 Est. Cost Unrealized
TNGY TORTOISE ENERGY ETF 0.0%
Value $3.683M Shares 379,259 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $1.167M Shares 10,000 Est. Cost Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value $2.71M Shares 34,603 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $1.896M Shares 7,700 Est. Cost Unrealized
NHI NATIONAL HEALTH INVS INC COM 0.0%
Value $4.41M Shares 57,825 Est. Cost Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value $2.26M Shares 16,158 Est. Cost Unrealized
NCSM NCS MULTISTAGE HLDGS INC COM NEW 0.0%
Value $695K Shares 15,761 Est. Cost Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $3.733M Shares 36,307 Est. Cost Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $29.08M Shares 467,498 Est. Cost Unrealized
IONQ IONQ INC COM 0.0%
Value $586K Shares 11,000 Est. Cost Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value $1.571M Shares 22,168 Est. Cost Unrealized
EIX EDISON INTL COM 0.0%
Value $10.3M Shares 138,384 Est. Cost Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value $3.159M Shares 71,238 Est. Cost Unrealized
DIVE DANA CONCENTRATED DIVIDEND ETF 0.0%
Value $3.714M Shares 143,911 Est. Cost Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value $901K Shares 27,681 Est. Cost Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value $3.555M Shares 77,886 Est. Cost Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value $1.116M Shares 11,353 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.0%
Value $3.274M Shares 3,500 Est. Cost Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value $1.976M Shares 33,300 Est. Cost Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value $1.428M Shares 20,994 Est. Cost Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $1.689M Shares 24,859 Est. Cost Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORP BD ETF 0.0%
Value $32.57M Shares 394,021 Est. Cost Unrealized
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF 0.0%
Value $554K Shares 4,062 Est. Cost Unrealized
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $1.779M Shares 29,119 Est. Cost Unrealized
CAKE CHEESECAKE FACTORY INC COM 0.0%
Value $627K Shares 7,881 Est. Cost Unrealized
FTV FORTIVE CORP COM 0.0%
Value $2.033M Shares 33,271 Est. Cost Unrealized
SCWO 374WATER INC COM 0.0%
Value $393K Shares 206,738 Est. Cost Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.0%
Value $4.612M Shares 62,500 Est. Cost Unrealized
CLB CORE LABORATORIES INC COM 0.0%
Value $427K Shares 36,695 Est. Cost Unrealized
SMBK SMARTFINANCIAL INC COM NEW 0.0%
Value $1.093M Shares 23,294 Est. Cost Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value $29.54M Shares 373,746 Est. Cost Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value $2.117M Shares 23,401 Est. Cost Unrealized
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value $2.79M Shares 88,247 Est. Cost Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $903K Shares 11,901 Est. Cost Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value $918K Shares 3,703 Est. Cost Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value $6.235M Shares 243,947 Est. Cost Unrealized
RUSHB RUSH ENTERPRISES INC CL B 0.0%
Value $986K Shares 12,886 Est. Cost Unrealized
IDCC INTERDIGITAL INC COM 0.0%
Value $2.49M Shares 8,794 Est. Cost Unrealized
NUTX NUTEX HEALTH INC COM 0.0%
Value $364K Shares 2,129 Est. Cost Unrealized
USPH U S PHYSICAL THERAPY COM 0.0%
Value $1.647M Shares 23,974 Est. Cost Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value $1.645M Shares 19,450 Est. Cost Unrealized
USB US BANCORP COM NEW 0.0%
Value $1.111M Shares 18,400 Est. Cost Unrealized
GTY GETTY RLTY CORP NEW COM 0.0%
Value $4.027M Shares 120,705 Est. Cost Unrealized
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value $2.901M Shares 78,435 Est. Cost Unrealized
CMPR CIMPRESS PLC SHS EURO 0.0%
Value $539K Shares 5,295 Est. Cost Unrealized
PEB PEBBLEBROOK HOTEL TR COM 0.0%
Value $436K Shares 22,465 Est. Cost Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value $2.044M Shares 44,543 Est. Cost Unrealized
LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF 0.0%
Value $498K Shares 5,051 Est. Cost Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $879K Shares 33,876 Est. Cost Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value $4.445M Shares 39,103 Est. Cost Unrealized
BGC BGC GROUP INC CL A 0.0%
Value $1.587M Shares 148,442 Est. Cost Unrealized
WLY WILEY JOHN & SONS INC CL A 0.0%
Value $617K Shares 12,727 Est. Cost Unrealized
WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 0.0%
Value $944K Shares 48,246 Est. Cost Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $2.169M Shares 14,056 Est. Cost Unrealized
CHPY YIELDMAX SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF 0.0%
Value $355K Shares 4,030 Est. Cost Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value $748K Shares 5,186 Est. Cost Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $5.15M Shares 124,295 Est. Cost Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value $20.01M Shares 188,629 Est. Cost Unrealized
FN FABRINET SHS 0.0%
Value $1.622M Shares 2,886 Est. Cost Unrealized
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $3.154M Shares 66,108 Est. Cost Unrealized
AGOX ADAPTIVE ALPHA OPPORTUNITIES ETF 0.0%
Value $528K Shares 15,245 Est. Cost Unrealized
OPY OPPENHEIMER HLDGS INC CL A NON VTG 0.0%
Value $745K Shares 7,062 Est. Cost Unrealized
CRI CARTERS INC COM 0.0%
Value $894K Shares 21,726 Est. Cost Unrealized
ABT ABBOTT LABORATORIES COM 0.0%
Value $908K Shares 10,000 Est. Cost Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $627K Shares 5,454 Est. Cost Unrealized
BGIG BAHL & GAYNOR INCOME GROWTH ETF 0.0%
Value $1.43M Shares 39,850 Est. Cost Unrealized
SERA SERA PROGNOSTICS INC CLASS A COM 0.0%
Value $975K Shares 535,755 Est. Cost Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value $1.764M Shares 38,313 Est. Cost Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $1.511M Shares 16,208 Est. Cost Unrealized
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value $754K Shares 55,248 Est. Cost Unrealized
AMTX AEMETIS INC COM NEW 0.0%
Value $120K Shares 73,010 Est. Cost Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value $1.642M Shares 33,169 Est. Cost Unrealized
SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value $610K Shares 3,952 Est. Cost Unrealized
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.0%
Value $1.145M Shares 23,761 Est. Cost Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value $1.789M Shares 36,654 Est. Cost Unrealized
HEQT SIMPLIFY HEDGED EQUITY ETF 0.0%
Value $1.606M Shares 47,889 Est. Cost Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $714K Shares 5,398 Est. Cost Unrealized
QID PROSHARES ULTRASHORT QQQ 0.0%
Value $148K Shares 10,957 Est. Cost Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value $379K Shares 12,633 Est. Cost Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value $339K Shares 6,676 Est. Cost Unrealized
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 0.0%
Value $1.402M Shares 33,630 Est. Cost Unrealized
CAFG PACER US SMALL CAP CASH COWS GROWTH LEADERS ETF 0.0%
Value $479K Shares 14,087 Est. Cost Unrealized
IT GARTNER INC COM 0.0%
Value $428K Shares 3,300 Est. Cost Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value $673K Shares 26,892 Est. Cost Unrealized
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value $1.309M Shares 31,506 Est. Cost Unrealized
MIDE XTRACKERS S&P MIDCAP 400 SCORED & SCREENED ETF 0.0%
Value $717K Shares 18,668 Est. Cost Unrealized
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value $857K Shares 19,610 Est. Cost Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value $350K Shares 6,328 Est. Cost Unrealized
FBK FB FINL CORP COM 0.0%
Value $1.581M Shares 28,562 Est. Cost Unrealized
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value $8.042M Shares 315,144 Est. Cost Unrealized
CTM CASTELLUM INC COM NEW 0.0%
Value $451K Shares 626,100 Est. Cost Unrealized
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.0%
Value $1.523M Shares 27,098 Est. Cost Unrealized
STVN STEVANATO GROUP S P A ORD SHS 0.0%
Value $330K Shares 18,270 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $11.95M Shares 206,685 Est. Cost Unrealized
BTQ BTQ TECHNOLOGIES CORP COM 0.0%
Value $154K Shares 28,501 Est. Cost Unrealized
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.0%
Value $1.226M Shares 34,080 Est. Cost Unrealized
CCLD CARECLOUD INC COM 0.0%
Value $104K Shares 49,127 Est. Cost Unrealized
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value $365K Shares 2,289 Est. Cost Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value $458K Shares 11,862 Est. Cost Unrealized
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value $471K Shares 14,788 Est. Cost Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value $6.109M Shares 474,325 Est. Cost Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value $6.096M Shares 60,747 Est. Cost Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $476K Shares 8,005 Est. Cost Unrealized
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 0.0%
Value $537K Shares 1,945 Est. Cost Unrealized
TEMPLETON EMERGING MKTS FD COM 0.0%
Value $284K Shares 12,245 Est. Cost Unrealized
THFF FIRST FINANCIAL CORPORATION COM 0.0%
Value $387K Shares 4,999 Est. Cost Unrealized
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value $607K Shares 14,918 Est. Cost Unrealized
NAUT NAUTILUS BIOTECHNOLOGY INC COM 0.0%
Value $63,580 Shares 34,000 Est. Cost Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value $1.687M Shares 48,173 Est. Cost Unrealized
SDS PROSHARES ULTRASHORT S&P 500 0.0%
Value $208K Shares 3,663 Est. Cost Unrealized
AON AON PLC SHS CL A 0.0%
Value $2.488M Shares 7,500 Est. Cost Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value $3.431M Shares 82,422 Est. Cost Unrealized
SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF 0.0%
Value $568K Shares 6,632 Est. Cost Unrealized
IDGT ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF 0.0%
Value $360K Shares 3,009 Est. Cost Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value $527K Shares 5,323 Est. Cost Unrealized
PFLD AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF 0.0%
Value $3.345M Shares 171,102 Est. Cost Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value $627K Shares 5,120 Est. Cost Unrealized
NUVEEN ARIZONA QLTY MUN INC FD COM 0.0%
Value $1.498M Shares 119,952 Est. Cost Unrealized
PTH INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF 0.0%
Value $359K Shares 6,004 Est. Cost Unrealized
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.0%
Value $484K Shares 4,674 Est. Cost Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value $252K Shares 1,500 Est. Cost Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value $4.719M Shares 83,768 Est. Cost Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value $551K Shares 727 Est. Cost Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value $687K Shares 7,259 Est. Cost Unrealized
ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY 0.0%
Value $1.962M Shares 65,482 Est. Cost Unrealized
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 0.0%
Value $480K Shares 5,605 Est. Cost Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value $621K Shares 10,553 Est. Cost Unrealized
APG API GROUP CORP COM STK 0.0%
Value $1.553M Shares 36,667 Est. Cost Unrealized
MAN MANPOWERGROUP INC WIS COM 0.0%
Value $487K Shares 14,417 Est. Cost Unrealized
GEL GENESIS ENERGY L P UNIT LTD PARTN 0.0%
Value $226K Shares 15,920 Est. Cost Unrealized
ANTX AN2 THERAPEUTICS INC COM 0.0%
Value $194K Shares 40,165 Est. Cost Unrealized
WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value $1.575M Shares 19,716 Est. Cost Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value $524K Shares 25,566 Est. Cost Unrealized
MCK MCKESSON CORP COM 0.0%
Value $378K Shares 500 Est. Cost Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value $1.718M Shares 39,747 Est. Cost Unrealized
PBFS PIONEER BANCORP INC MD COM 0.0%
Value $289K Shares 16,909 Est. Cost Unrealized
III INFORMATION SVCS GROUP INC COM 0.0%
Value $727K Shares 176,945 Est. Cost Unrealized
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $437K Shares 4,856 Est. Cost Unrealized
IQSI NYLI CANDRIAM INTERNATIONAL EQUITY ETF 0.0%
Value $625K Shares 16,324 Est. Cost Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $397K Shares 2,144 Est. Cost Unrealized
MSDL MORGAN STANLEY DIRECT LENDING COM SHS 0.0%
Value $746K Shares 49,345 Est. Cost Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value $1.019M Shares 20,929 Est. Cost Unrealized
IPAR INTERPARFUMS INC COM 0.0%
Value $263K Shares 2,354 Est. Cost Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value $348K Shares 2,618 Est. Cost Unrealized
ARMP ARMATA PHARMACEUTICALS INC COM 0.0%
Value $85,147 Shares 13,140 Est. Cost Unrealized
GATX GATX CORP COM 0.0%
Value $1.127M Shares 6,358 Est. Cost Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $6.297M Shares 72,865 Est. Cost Unrealized
V VISA INC COM CL A 0.0%
Value $412K Shares 1,200 Est. Cost Unrealized
BKIE BNY MELLON INTERNATIONAL EQUITY ETF 0.0%
Value $635K Shares 6,310 Est. Cost Unrealized
AVGO BROADCOM INC COM 0.0%
Value $264K Shares 700 Est. Cost Unrealized
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value $557K Shares 9,851 Est. Cost Unrealized
DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF 0.0%
Value $343K Shares 7,022 Est. Cost Unrealized
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.0%
Value $790K Shares 21,960 Est. Cost Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $1.001M Shares 17,264 Est. Cost Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value $299K Shares 4,637 Est. Cost Unrealized
PFM INVESCO DIVIDEND ACHIEVERS ETF 0.0%
Value $571K Shares 10,305 Est. Cost Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value $717K Shares 14,200 Est. Cost Unrealized
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $390K Shares 24,505 Est. Cost Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value $393K Shares 13,033 Est. Cost Unrealized
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT 0.0%
Value $793K Shares 22,839 Est. Cost Unrealized
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value $445K Shares 11,129 Est. Cost Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value $479K Shares 6,254 Est. Cost Unrealized
OSIS OSI SYSTEMS INC COM 0.0%
Value $205K Shares 939 Est. Cost Unrealized
KMLM KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF 0.0%
Value $2.51M Shares 91,204 Est. Cost Unrealized
SCHL SCHOLASTIC CORP COM 0.0%
Value $263K Shares 5,717 Est. Cost Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value $302K Shares 3,033 Est. Cost Unrealized
CZA INVESCO ZACKS MID-CAP ETF 0.0%
Value $393K Shares 3,202 Est. Cost Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value $1.599M Shares 15,513 Est. Cost Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value $267K Shares 3,945 Est. Cost Unrealized
SLRC SLR INVESTMENT CORP COM 0.0%
Value $225K Shares 18,149 Est. Cost Unrealized
PJP INVESCO PHARMACEUTICALS ETF 0.0%
Value $300K Shares 2,534 Est. Cost Unrealized
DFNL DAVIS SELECT FINANCIAL ETF 0.0%
Value $399K Shares 8,075 Est. Cost Unrealized
SNPE XTRACKERS S&P 500 SCORED & SCREENED ETF 0.0%
Value $266K Shares 3,868 Est. Cost Unrealized
STXD STRIVE 1000 DIVIDEND GROWTH ETF 0.0%
Value $336K Shares 8,446 Est. Cost Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value $364K Shares 6,168 Est. Cost Unrealized
GUSE GOLDMAN SACHS ENHANCED U.S. EQUITY ETF 0.0%
Value $256K Shares 5,665 Est. Cost Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.0%
Value $387K Shares 8,488 Est. Cost Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value $416K Shares 7,666 Est. Cost Unrealized
IMAR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH 0.0%
Value $700K Shares 23,000 Est. Cost Unrealized
RGCO RGC RES INC COM 0.0%
Value $388K Shares 16,230 Est. Cost Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.0%
Value $347K Shares 9,300 Est. Cost Unrealized
IDEC INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF DECEMBER 0.0%
Value $614K Shares 17,892 Est. Cost Unrealized
TEND ISHARES LARGE CAP 10 TARGET BUFFER DEC ETF 0.0%
Value $340K Shares 12,490 Est. Cost Unrealized
AMRC AMERESCO INC CL A 0.0%
Value $383K Shares 13,875 Est. Cost Unrealized
CQP CHENIERE ENERGY PARTNERS L P COM UNIT 0.0%
Value $530K Shares 8,698 Est. Cost Unrealized
CRM SALESFORCE INC COM 0.0%
Value $157K Shares 1,000 Est. Cost Unrealized
CNK CINEMARK HLDGS INC COM 0.0%
Value $310K Shares 9,761 Est. Cost Unrealized
NUVEEN MUN CR INCOME FD COM SH BEN INT 0.0%
Value $733K Shares 57,832 Est. Cost Unrealized
ANGX ANGEL STUDIOS INC. CL A COM 0.0%
Value $171K Shares 46,616 Est. Cost Unrealized
IFEB INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF FEBRUARY 0.0%
Value $615K Shares 19,663 Est. Cost Unrealized
JEDI DEFIANCE DRONE AND MODERN WARFARE ETF 0.0%
Value $235K Shares 8,100 Est. Cost Unrealized
FS SPECIALTY LENDING FD COM SH BEN INT 0.0%
Value $229K Shares 20,555 Est. Cost Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value $662K Shares 16,974 Est. Cost Unrealized
CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT 0.0%
Value $148K Shares 10,821 Est. Cost Unrealized
GENERAL AMERN INVS CO INC COM 0.0%
Value $333K Shares 5,223 Est. Cost Unrealized
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value $213K Shares 7,443 Est. Cost Unrealized
EMB ISHARES JPMORGAN EMERG MARKETS BOND 0.0%
Value $1.646M Shares 17,073 Est. Cost Unrealized
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value $304K Shares 5,200 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value $745K Shares 1,500 Est. Cost Unrealized
XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER 0.0%
Value $346K Shares 9,750 Est. Cost Unrealized
EOCT INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER 0.0%
Value $398K Shares 11,658 Est. Cost Unrealized
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value $227K Shares 2,995 Est. Cost Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.0%
Value $244K Shares 2,678 Est. Cost Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value $482K Shares 10,466 Est. Cost Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value $454K Shares 37,429 Est. Cost Unrealized
SPDN DIREXION DAILY S&P 500 BEAR 1X ETF 0.0%
Value $180K Shares 20,751 Est. Cost Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value $399K Shares 5,030 Est. Cost Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value $325K Shares 6,800 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $2.639M Shares 15,644 Est. Cost Unrealized
ZOCT INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER 0.0%
Value $660K Shares 23,900 Est. Cost Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value $898K Shares 30,699 Est. Cost Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 0.0%
Value $220K Shares 4,776 Est. Cost Unrealized
BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF 0.0%
Value $234K Shares 5,950 Est. Cost Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value $220K Shares 3,824 Est. Cost Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value $233K Shares 6,750 Est. Cost Unrealized
REGS COLUMBIA LARGE CAP GROWTH ETF 0.0%
Value $137K Shares 12,139 Est. Cost Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value $319K Shares 7,200 Est. Cost Unrealized
CC CHEMOURS CO COM 0.0%
Value $239K Shares 11,657 Est. Cost Unrealized
UNOV INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER 0.0%
Value $249K Shares 6,200 Est. Cost Unrealized
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value $279K Shares 6,418 Est. Cost Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value $249K Shares 5,777 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $196K Shares 200 Est. Cost Unrealized
TMFM MOTLEY FOOL MID-CAP GROWTH ETF 0.0%
Value $245K Shares 11,325 Est. Cost Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $2.75M Shares 31,014 Est. Cost Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value $351K Shares 5,152 Est. Cost Unrealized
CRAK VANECK OIL REFINERS ETF 0.0%
Value $223K Shares 4,849 Est. Cost Unrealized
SOLZ SOLANA ETF 0.0%
Value $119K Shares 16,091 Est. Cost Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value $270K Shares 2,373 Est. Cost Unrealized
CI THE CIGNA GROUP COM 0.0%
Value $469K Shares 1,700 Est. Cost Unrealized
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value $1.956M Shares 40,787 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $255K Shares 7,500 Est. Cost Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value $165K Shares 23,044 Est. Cost Unrealized
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.0%
Value $3.521M Shares 74,686 Est. Cost Unrealized
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value $310K Shares 7,200 Est. Cost Unrealized
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value $223K Shares 6,963 Est. Cost Unrealized
IRD OPUS GENETICS INC COM 0.0%
Value $132K Shares 32,000 Est. Cost Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value $924K Shares 17,809 Est. Cost Unrealized
AUGM FT VEST U.S. EQUITY MAX BUFFER ETF - AUGUST 0.0%
Value $394K Shares 11,250 Est. Cost Unrealized
SENS SENSEONICS HLDGS INC COM 0.0%
Value $79,844 Shares 14,057 Est. Cost Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value $210K Shares 6,528 Est. Cost Unrealized
LXRX LEXICON PHARMACEUTICALS INC COM NEW 0.0%
Value $36,770 Shares 15,321 Est. Cost Unrealized
STRS STRATUS PPTYS INC COM NEW 0.0%
Value $210K Shares 7,295 Est. Cost Unrealized
NOW SERVICENOW INC COM 0.0%
Value $249K Shares 2,500 Est. Cost Unrealized
CWS ADVISORSHARES FOCUSED EQUITY ETF 0.0%
Value $248K Shares 3,642 Est. Cost Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $1.268M Shares 13,505 Est. Cost Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $846K Shares 7,379 Est. Cost Unrealized
TLTD FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND 0.0%
Value $258K Shares 2,634 Est. Cost Unrealized
FLAHERTY & CRUMRIN PFD & INM S COM 0.0%
Value $210K Shares 12,878 Est. Cost Unrealized
PZG PARAMOUNT GOLD NEV CORP COM 0.0%
Value $22,113 Shares 19,397 Est. Cost Unrealized
BKMI BNY MELLON MUNICIPAL INTERMEDIATE ETF 0.0%
Value $766K Shares 28,954 Est. Cost Unrealized
JVA COFFEE HLDG CO INC COM 0.0%
Value $34,983 Shares 10,474 Est. Cost Unrealized
USCI UNITED STATES COMMODITY INDEX FUND 0.0%
Value $330K Shares 3,559 Est. Cost Unrealized
SANA SANA BIOTECHNOLOGY INC COM 0.0%
Value $54,838 Shares 15,713 Est. Cost Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value $310K Shares 28,500 Est. Cost Unrealized
TBIL F/M US TREASURY 3 MONTH BILL FUND 0.0%
Value $1.199M Shares 24,052 Est. Cost Unrealized
ZJAN INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JANUARY 0.0%
Value $327K Shares 11,677 Est. Cost Unrealized
STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.0%
Value $958K Shares 20,359 Est. Cost Unrealized
BNT BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB 0.0%
Value $283K Shares 6,631 Est. Cost Unrealized
ALTS AI FINL CORP COM 0.0%
Value $8,659 Shares 14,800 Est. Cost Unrealized
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value $417K Shares 10,383 Est. Cost Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.0%
Value $248K Shares 3,387 Est. Cost Unrealized
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value $65,300 Shares 10,000 Est. Cost Unrealized
FDHY FIDELITY ENHANCED HIGH YIELD ETF 0.0%
Value $758K Shares 15,457 Est. Cost Unrealized
EUHY ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF 0.0%
Value $262K Shares 4,865 Est. Cost Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value $35,333 Shares 100 Est. Cost Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value $670K Shares 29,537 Est. Cost Unrealized
OCSL OAKTREE SPECIALTY LENDING COM 0.0%
Value $119K Shares 10,000 Est. Cost Unrealized
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $475K Shares 20,951 Est. Cost Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value $722K Shares 15,804 Est. Cost Unrealized
CREDIT SUISSE HIGH YIELD CREDI SH BEN INT 0.0%
Value $95,351 Shares 53,568 Est. Cost Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value $536K Shares 38,128 Est. Cost Unrealized
INVESCO SR INCOME TR COM 0.0%
Value $74,339 Shares 24,780 Est. Cost Unrealized
BSMY INVESCO BULLETSHARES 2034 MUNICIPAL BOND ETF 0.0%
Value $218K Shares 8,863 Est. Cost Unrealized
IBHJ ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $574K Shares 21,699 Est. Cost Unrealized
JOB GEE GROUP INC COM 0.0%
Value $36,470 Shares 173,668 Est. Cost Unrealized
BAC BANK OF AMER CORP COM 0.0%
Value $34,190 Shares 600 Est. Cost Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $515K Shares 22,447 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value $54,277 Shares 300 Est. Cost Unrealized
IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 0.0%
Value $1.109M Shares 43,092 Est. Cost Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value $214K Shares 4,685 Est. Cost Unrealized
IBHK ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $310K Shares 12,030 Est. Cost Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value $153K Shares 16,610 Est. Cost Unrealized
ASRV AMERISERV FINL INC COM 0.0%
Value $52,314 Shares 13,483 Est. Cost Unrealized
IBHH ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $424K Shares 18,029 Est. Cost Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value $167K Shares 21,835 Est. Cost Unrealized
ULST STATE STREET ULTRA SHORT TERM BOND ETF 0.0%
Value $519K Shares 12,838 Est. Cost Unrealized
TV GRUPO TELEVISA S A B SPON ADR REP ORD 0.0%
Value $37,940 Shares 14,000 Est. Cost Unrealized
ARBE ARBE ROBOTICS LTD ORDINARY SHARES 0.0%
Value $10,375 Shares 12,500 Est. Cost Unrealized
WAGN PABRAI WAGONS ETF 0.0%
Value $149K Shares 10,848 Est. Cost Unrealized
BKHY BNY MELLON HIGH YIELD ETF 0.0%
Value $587K Shares 12,331 Est. Cost Unrealized
VIRTUS TOTAL RETURN FD INC COM 0.0%
Value $81,427 Shares 11,922 Est. Cost Unrealized
INAB IN8BIO INC COM NEW 0.0%
Value $46,946 Shares 33,295 Est. Cost Unrealized
ACONW ACLARION INC WT EXP 042127 0.0%
Value $1,686 Shares 78,400 Est. Cost Unrealized
PHIO PHIO PHARMACEUTICALS CORP COM NEW 0.0%
Value $10,250 Shares 10,000 Est. Cost Unrealized
IBHI ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $387K Shares 16,539 Est. Cost Unrealized
ADC AGREE RLTY CORP COM 0.0%
Value $496K Shares 6,552 Est. Cost Unrealized
FURY FURY GOLD MINES LIMITED COM 0.0%
Value $13,241 Shares 24,524 Est. Cost Unrealized
OPTT OCEAN PWR TECHNOLOGIES INC COM NEW 0.0%
Value $4,969 Shares 18,964 Est. Cost Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value $143K Shares 11,029 Est. Cost Unrealized
PICB INVESCO INTERNATIONAL CORPORATE BOND ETF 0.0%
Value $526K Shares 22,720 Est. Cost Unrealized
NUVEEN TAXABLE MUNICPAL INM FD COM 0.0%
Value $185K Shares 11,700 Est. Cost Unrealized
PIMCO STRATEGIC INCOME FD COM 0.0%
Value $69,945 Shares 12,834 Est. Cost Unrealized
DYAI DYADIC INTL INC DEL COM 0.0%
Value $13,440 Shares 15,000 Est. Cost Unrealized
IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $417K Shares 18,908 Est. Cost Unrealized
CISO CISO GLOBAL INC COM NEW 0.0%
Value $3,694 Shares 13,334 Est. Cost Unrealized
BBLB JPMORGAN BETABUILDERS U.S. TREASURY BOND 20 YEAR ETF 0.0%
Value $302K Shares 3,688 Est. Cost Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value $310K Shares 4,117 Est. Cost Unrealized
ORCL ORACLE CORP COM 0.0%
Value $205K Shares 1,400 Est. Cost Unrealized
BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF 0.0%
Value $662K Shares 31,559 Est. Cost Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value $286K Shares 19,958 Est. Cost Unrealized
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.0%
Value $1.069M Shares 46,396 Est. Cost Unrealized
RNXT RENOVORX INC COM NEW 0.0%
Value $12,061 Shares 12,307 Est. Cost Unrealized
ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 0.0%
Value $412K Shares 5,551 Est. Cost Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $241K Shares 2,500 Est. Cost Unrealized
CGC CANOPY GROWTH CORPORATION COM NEW 0.0%
Value $15,916 Shares 16,752 Est. Cost Unrealized
PIMCO HIGH INCOME FD COM SHS 0.0%
Value $99,594 Shares 21,372 Est. Cost Unrealized
BLACKSTONE SENI FLTN RAT 2027 COM 0.0%
Value $302K Shares 23,313 Est. Cost Unrealized