Avantax Planning Partners, Inc. Diversified Active

CIK: 0001005441 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 6, 2023

Total Value ($000): $2,390,505 (100.0% shares, 0.0% debt)

Holdings (362)

SCHG SCHWAB STRATEGIC TR 15.6%
Value ($000) $373,223 Shares 5,132,324 Est. Cost $67.74 Unrealized
SCHV SCHWAB STRATEGIC TR 11.5%
Value ($000) $275,995 Shares 4,281,644 Est. Cost $54.72 Unrealized
SCHD SCHWAB STRATEGIC TR 10.8%
Value ($000) $257,494 Shares 3,638,980 Est. Cost $55.09 Unrealized
SCHZ SCHWAB STRATEGIC TR 6.1%
Value ($000) $145,458 Shares 3,288,681 Est. Cost $49.83 Unrealized
SCHF SCHWAB STRATEGIC TR 4.1%
Value ($000) $98,371 Shares 2,896,684 Est. Cost $34.16 Unrealized
IWN ISHARES TR 3.2%
Value ($000) $75,775 Shares 559,021 Est. Cost $158.46 Unrealized
HYMB SPDR SER TR 3.0%
Value ($000) $71,977 Shares 3,021,719 Est. Cost $35.57 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.9%
Value ($000) $44,364 Shares 907,606 Est. Cost $51.72 Unrealized
CWI SPDR INDEX SHS FDS 1.6%
Value ($000) $39,295 Shares 1,578,763 Est. Cost $27.16 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $34,732 Shares 223,530 Est. Cost $144.36 Unrealized
MUB ISHARES TR 1.3%
Value ($000) $31,617 Shares 308,334 Est. Cost $109.63 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $30,231 Shares 176,570 Est. Cost $99.76 Unrealized +81.7%
IWF ISHARES TR 1.3%
Value ($000) $30,174 Shares 113,441 Est. Cost $236.45 Unrealized
VXUS VANGUARD STAR FDS 1.2%
Value ($000) $29,856 Shares 557,847 Est. Cost $52.02 Unrealized
IWO ISHARES TR 1.2%
Value ($000) $29,449 Shares 131,380 Est. Cost $230.65 Unrealized
IEMG ISHARES INC 1.2%
Value ($000) $28,963 Shares 608,598 Est. Cost $54.32 Unrealized
IDOG ALPS ETF TR 1.1%
Value ($000) $27,395 Shares 1,005,474 Est. Cost $27.11 Unrealized
SPYV SPDR SER TR 1.1%
Value ($000) $25,651 Shares 621,702 Est. Cost $37.40 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $23,134 Shares 478,265 Est. Cost $50.39 Unrealized
IWP ISHARES TR 0.9%
Value ($000) $22,462 Shares 245,893 Est. Cost $106.05 Unrealized
SLYV SPDR SER TR 0.9%
Value ($000) $21,527 Shares 297,451 Est. Cost $77.05 Unrealized
IWS ISHARES TR 0.9%
Value ($000) $21,410 Shares 205,194 Est. Cost $100.54 Unrealized
HYD VANECK ETF TRUST 0.8%
Value ($000) $18,857 Shares 384,287 Est. Cost $54.13 Unrealized
ACEL ACCEL ENTERTAINMENT INC 0.8%
Value ($000) $18,567 Shares 1,695,627 Est. Cost $8.59 Unrealized +29.9%
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $17,733 Shares 452,269 Est. Cost $43.71 Unrealized
SUB ISHARES TR 0.7%
Value ($000) $17,630 Shares 171,395 Est. Cost $104.52 Unrealized
MUNI PIMCO ETF TR 0.7%
Value ($000) $16,995 Shares 339,418 Est. Cost $52.29 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $14,766 Shares 46,764 Est. Cost $116.37 Unrealized +178.9%
IVW ISHARES TR 0.5%
Value ($000) $12,918 Shares 188,811 Est. Cost $68.30 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $12,461 Shares 232,651 Est. Cost $53.56 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $12,037 Shares 264,603 Est. Cost $46.07 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $11,840 Shares 1,081,268 Est. Cost $12.29 Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $11,214 Shares 85,631 Est. Cost $124.38 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $10,182 Shares 142,740 Est. Cost $71.87 Unrealized
DON WISDOMTREE TR 0.4%
Value ($000) $8,887 Shares 216,961 Est. Cost $43.17 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $8,044 Shares 18,817 Est. Cost $421.22 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $8,031 Shares 41,231 Est. Cost $183.35 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $7,909 Shares 161,631 Est. Cost $45.76 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $7,488 Shares 34,959 Est. Cost $220.20 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $7,274 Shares 61,868 Est. Cost $52.32 Unrealized +93.1%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $7,199 Shares 69,681 Est. Cost $97.11 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $6,898 Shares 8,305 Est. Cost $40.87 Unrealized +105.5%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $6,796 Shares 46,859 Est. Cost $95.16 Unrealized +49.6%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $6,743 Shares 48,887 Est. Cost $103.12 Unrealized
SLYG SPDR SER TR 0.3%
Value ($000) $6,571 Shares 89,688 Est. Cost $74.81 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $6,266 Shares 111,924 Est. Cost $40.40 Unrealized +37.9%
MRK MERCK & CO INC 0.3%
Value ($000) $6,149 Shares 59,725 Est. Cost $62.05 Unrealized +60.9%
IDV ISHARES TR 0.3%
Value ($000) $6,084 Shares 239,527 Est. Cost $27.13 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $5,974 Shares 35,426 Est. Cost $95.10 Unrealized +53.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,944 Shares 16,967 Est. Cost $207.51 Unrealized +71.0%
PEP PEPSICO INC 0.2%
Value ($000) $5,939 Shares 35,048 Est. Cost $105.22 Unrealized +58.9%
AGG ISHARES TR 0.2%
Value ($000) $5,897 Shares 62,711 Est. Cost $105.19 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $5,838 Shares 106,837 Est. Cost $23.76 Unrealized +12.8%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $5,714 Shares 11,289 Est. Cost $194.22 Unrealized +172.3%
FLRN SPDR SER TR 0.2%
Value ($000) $5,545 Shares 180,493 Est. Cost $30.66 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $5,477 Shares 18,126 Est. Cost $227.67 Unrealized +33.1%
IWD ISHARES TR 0.2%
Value ($000) $5,360 Shares 35,305 Est. Cost $109.79 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $5,321 Shares 34,163 Est. Cost $111.72 Unrealized +37.2%
MDYG SPDR SER TR 0.2%
Value ($000) $5,086 Shares 73,564 Est. Cost $72.31 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $5,023 Shares 33,697 Est. Cost $73.74 Unrealized +83.5%
TSLA TESLA INC 0.2%
Value ($000) $4,965 Shares 19,842 Est. Cost $248.05 Unrealized +3.6%
PFE PFIZER INC 0.2%
Value ($000) $4,886 Shares 147,290 Est. Cost $28.82 Unrealized +6.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $4,661 Shares 36,668 Est. Cost $122.76 Unrealized +9.1%
DE DEERE & CO 0.2%
Value ($000) $4,599 Shares 12,186 Est. Cost $188.11 Unrealized +111.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $4,573 Shares 28,759 Est. Cost $126.03 Unrealized +26.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $4,535 Shares 32,322 Est. Cost $106.98 Unrealized +23.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $4,284 Shares 9,849 Est. Cost $17.17 Unrealized +160.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $4,208 Shares 129,843 Est. Cost $36.99 Unrealized -21.6%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $4,173 Shares 11,647 Est. Cost $328.42 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $4,126 Shares 28,285 Est. Cost $86.15 Unrealized +67.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $3,694 Shares 28,228 Est. Cost $107.76 Unrealized +19.1%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $3,622 Shares 22,709 Est. Cost $152.80 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,615 Shares 13,724 Est. Cost $155.65 Unrealized +73.2%
AMGN AMGEN INC 0.1%
Value ($000) $3,555 Shares 13,227 Est. Cost $186.33 Unrealized +24.4%
EEM ISHARES TR 0.1%
Value ($000) $3,516 Shares 92,661 Est. Cost $41.75 Unrealized
MMM 3M CO 0.1%
Value ($000) $3,496 Shares 37,343 Est. Cost $109.35 Unrealized -27.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $3,368 Shares 5,962 Est. Cost $277.58 Unrealized +91.7%
HEARTLAND FINL USA INC 0.1%
Value ($000) $3,314 Shares 112,623 Est. Cost $44.36 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $3,213 Shares 7,857 Est. Cost $319.63 Unrealized +29.9%
NULV NUSHARES ETF TR 0.1%
Value ($000) $3,205 Shares 95,411 Est. Cost $30.42 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $3,168 Shares 58,929 Est. Cost $40.24 Unrealized +25.0%
BLACKROCK INC 0.1%
Value ($000) $3,065 Shares 4,741 Est. Cost $588.98 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,025 Shares 71,935 Est. Cost $31.73 Unrealized +14.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $2,888 Shares 105,465 Est. Cost $28.61 Unrealized -2.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,883 Shares 5,717 Est. Cost $275.47 Unrealized +70.6%
IXUS ISHARES TR 0.1%
Value ($000) $2,831 Shares 47,195 Est. Cost $54.48 Unrealized
DHS WISDOMTREE TR 0.1%
Value ($000) $2,823 Shares 36,163 Est. Cost $67.79 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $2,819 Shares 85,273 Est. Cost $40.59 Unrealized -19.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $2,803 Shares 58,280 Est. Cost $49.73 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $2,700 Shares 6,508 Est. Cost $161.40 Unrealized
NUDM NUSHARES ETF TR 0.1%
Value ($000) $2,687 Shares 98,345 Est. Cost $27.63 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $2,611 Shares 36,145 Est. Cost $82.14 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,598 Shares 10,801 Est. Cost $163.93 Unrealized +41.0%
V VISA INC 0.1%
Value ($000) $2,590 Shares 11,261 Est. Cost $142.08 Unrealized +66.2%
EOG EOG RES INC 0.1%
Value ($000) $2,570 Shares 20,271 Est. Cost $102.72 Unrealized +14.1%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $2,514 Shares 34,876 Est. Cost $47.70 Unrealized +49.0%
MDYV SPDR SER TR 0.1%
Value ($000) $2,488 Shares 38,357 Est. Cost $52.80 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $2,217 Shares 10,438 Est. Cost $148.99 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $2,211 Shares 7,364 Est. Cost $190.88 Unrealized +56.8%
IDEV ISHARES TR 0.1%
Value ($000) $2,125 Shares 36,456 Est. Cost $48.30 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $2,116 Shares 14,929 Est. Cost $102.70 Unrealized +18.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $2,086 Shares 3,883 Est. Cost $262.76 Unrealized +92.9%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,083 Shares 41,161 Est. Cost $61.18 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $2,055 Shares 21,219 Est. Cost $57.93 Unrealized +73.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,047 Shares 23,198 Est. Cost $72.73 Unrealized +14.9%
IVE ISHARES TR 0.1%
Value ($000) $1,984 Shares 12,899 Est. Cost $111.72 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,929 Shares 10,914 Est. Cost $162.32 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,907 Shares 37,761 Est. Cost $61.99 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,861 Shares 6,818 Est. Cost $116.82 Unrealized +123.8%
VLUE ISHARES TR 0.1%
Value ($000) $1,827 Shares 20,140 Est. Cost $93.23 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,820 Shares 11,378 Est. Cost $25.54 Unrealized +102.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,817 Shares 7,891 Est. Cost $165.85 Unrealized +38.7%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $1,800 Shares 38,062 Est. Cost $51.36 Unrealized
WK WORKIVA INC 0.1%
Value ($000) $1,798 Shares 17,746 Est. Cost $103.93 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,774 Shares 11,382 Est. Cost $142.19 Unrealized +6.6%
RWR SPDR SER TR 0.1%
Value ($000) $1,726 Shares 20,813 Est. Cost $82.94 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,647 Shares 21,835 Est. Cost $33.48 Unrealized +122.8%
ADBE ADOBE INC 0.1%
Value ($000) $1,610 Shares 3,158 Est. Cost $332.07 Unrealized +58.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,597 Shares 17,973 Est. Cost $51.89 Unrealized +64.5%
GOOG ALPHABET INC 0.1%
Value ($000) $1,569 Shares 11,903 Est. Cost $108.48 Unrealized +19.0%
BKH BLACK HILLS CORP 0.1%
Value ($000) $1,561 Shares 30,860 Est. Cost $48.41 Unrealized +4.3%
LIN LINDE PLC 0.1%
Value ($000) $1,544 Shares 4,147 Est. Cost $323.18 Unrealized +14.2%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $1,515 Shares 31,261 Est. Cost $43.92 Unrealized +8.9%
IJH ISHARES TR 0.1%
Value ($000) $1,508 Shares 6,046 Est. Cost $229.36 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,507 Shares 14,230 Est. Cost $53.10 Unrealized +112.4%
ESGD ISHARES TR 0.1%
Value ($000) $1,497 Shares 21,653 Est. Cost $67.98 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $1,493 Shares 7,330 Est. Cost $150.29 Unrealized +37.2%
IBTE ISHARES TR 0.1%
Value ($000) $1,492 Shares 62,594 Est. Cost $23.94 Unrealized
ISHARES TR 0.1%
Value ($000) $1,480 Shares 64,129 Est. Cost $23.29 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,459 Shares 8,903 Est. Cost $82.13 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,454 Shares 25,387 Est. Cost $58.18 Unrealized +10.7%
F FORD MTR CO DEL 0.1%
Value ($000) $1,453 Shares 116,987 Est. Cost $10.47 Unrealized +6.0%
TGT TARGET CORP 0.1%
Value ($000) $1,437 Shares 12,994 Est. Cost $95.58 Unrealized +21.8%
NEM NEWMONT CORP 0.1%
Value ($000) $1,390 Shares 37,626 Est. Cost $53.97 Unrealized -29.0%
BA BOEING CO 0.1%
Value ($000) $1,386 Shares 7,231 Est. Cost $208.39 Unrealized +5.0%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $1,380 Shares 5,083 Est. Cost $193.91 Unrealized +29.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,379 Shares 3,019 Est. Cost $513.06 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,367 Shares 4,450 Est. Cost $208.06 Unrealized +46.3%
SDY SPDR SER TR 0.1%
Value ($000) $1,362 Shares 11,843 Est. Cost $92.88 Unrealized
ISHARES TR 0.1%
Value ($000) $1,350 Shares 54,408 Est. Cost $24.77 Unrealized
NUBD NUSHARES ETF TR 0.1%
Value ($000) $1,333 Shares 63,184 Est. Cost $23.95 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,333 Shares 30,487 Est. Cost $41.55 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,313 Shares 14,086 Est. Cost $83.26 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1,311 Shares 4,586 Est. Cost $170.72 Unrealized +73.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $1,295 Shares 420 Est. Cost $1872.35 Unrealized +59.1%
EFA ISHARES TR 0.1%
Value ($000) $1,284 Shares 18,626 Est. Cost $73.51 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,254 Shares 13,740 Est. Cost $69.70 Unrealized +32.6%
SHM SPDR SER TR 0.1%
Value ($000) $1,245 Shares 26,920 Est. Cost $47.14 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,244 Shares 12,880 Est. Cost $57.86 Unrealized +57.6%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,216 Shares 8,785 Est. Cost $40.37 Unrealized +247.8%
NFLX NETFLIX INC 0.1%
Value ($000) $1,216 Shares 3,221 Est. Cost $29.19 Unrealized +45.2%
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $1,202 Shares 86,778 Est. Cost $8.95 Unrealized +16.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,181 Shares 11,484 Est. Cost $109.92 Unrealized -1.2%
ISHARES TR 0.0%
Value ($000) $1,128 Shares 44,191 Est. Cost $25.38 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $1,112 Shares 4,728 Est. Cost $172.92 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $1,101 Shares 12,240 Est. Cost $87.16 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,069 Shares 33,590 Est. Cost $57.54 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $1,042 Shares 5,137 Est. Cost $160.15 Unrealized +33.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1,007 Shares 10,607 Est. Cost $78.96 Unrealized +6.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $1,002 Shares 12,362 Est. Cost $102.59 Unrealized -18.7%
DHR DANAHER CORPORATION 0.0%
Value ($000) $994 Shares 4,008 Est. Cost $228.76 Unrealized -3.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $992 Shares 8,282 Est. Cost $57.34 Unrealized +88.1%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $987 Shares 6,132 Est. Cost $138.29 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $961 Shares 26,100 Est. Cost $38.05 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $956 Shares 27,463 Est. Cost $33.24 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $953 Shares 2,426 Est. Cost $347.32 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $950 Shares 2,212 Est. Cost $334.60 Unrealized
NULG NUSHARES ETF TR 0.0%
Value ($000) $935 Shares 15,590 Est. Cost $45.58 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $934 Shares 26,284 Est. Cost $35.99 Unrealized -4.9%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $901 Shares 2,276 Est. Cost $269.33 Unrealized +47.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $891 Shares 21,813 Est. Cost $40.06 Unrealized +1.6%
HUBB HUBBELL INC 0.0%
Value ($000) $888 Shares 2,834 Est. Cost $229.44 Unrealized +34.4%
MCK MCKESSON CORP 0.0%
Value ($000) $865 Shares 1,990 Est. Cost $132.81 Unrealized +213.8%
IJJ ISHARES TR 0.0%
Value ($000) $865 Shares 8,566 Est. Cost $119.62 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $852 Shares 9,867 Est. Cost $69.73 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $842 Shares 5,123 Est. Cost $175.95 Unrealized -4.7%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $829 Shares 8,953 Est. Cost $59.08 Unrealized +45.9%
HYG ISHARES TR 0.0%
Value ($000) $813 Shares 11,024 Est. Cost $73.24 Unrealized
SYSB ISHARES TR 0.0%
Value ($000) $806 Shares 9,752 Est. Cost $97.61 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $805 Shares 7,482 Est. Cost $91.19 Unrealized
INTU INTUIT 0.0%
Value ($000) $801 Shares 1,567 Est. Cost $418.28 Unrealized +19.3%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $790 Shares 15,746 Est. Cost $50.67 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $781 Shares 22,944 Est. Cost $32.15 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $776 Shares 16,739 Est. Cost $43.94 Unrealized +20.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $769 Shares 1,974 Est. Cost $194.11 Unrealized +101.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $761 Shares 4,436 Est. Cost $162.80 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $746 Shares 28,463 Est. Cost $28.40 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $742 Shares 1,327 Est. Cost $102.54 Unrealized +11.3%
LAM RESEARCH CORP 0.0%
Value ($000) $740 Shares 1,180 Est. Cost $384.12 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $738 Shares 14,508 Est. Cost $50.29 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $716 Shares 9,175 Est. Cost $55.03 Unrealized +43.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $707 Shares 15,182 Est. Cost $40.77 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $698 Shares 8,663 Est. Cost $77.70 Unrealized +2.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $694 Shares 3,756 Est. Cost $121.91 Unrealized +42.6%
LOW LOWES COS INC 0.0%
Value ($000) $693 Shares 3,335 Est. Cost $115.93 Unrealized +85.4%
RTX RTX CORPORATION 0.0%
Value ($000) $671 Shares 9,321 Est. Cost $69.47 Unrealized +16.9%
ISHARES TR 0.0%
Value ($000) $669 Shares 25,649 Est. Cost $26.37 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $660 Shares 1,437 Est. Cost $341.43 Unrealized +31.1%
SO SOUTHERN CO 0.0%
Value ($000) $644 Shares 9,947 Est. Cost $38.62 Unrealized +65.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $643 Shares 9,267 Est. Cost $41.71 Unrealized +61.1%
ISHARES TR 0.0%
Value ($000) $639 Shares 24,879 Est. Cost $25.75 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $638 Shares 3,145 Est. Cost $122.49 Unrealized +59.8%
BAFN BAYFIRST FINANCIAL CORP 0.0%
Value ($000) $630 Shares 56,113 Est. Cost $17.30 Unrealized -25.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $630 Shares 4,131 Est. Cost $68.13 Unrealized +129.0%
T AT&T INC 0.0%
Value ($000) $623 Shares 41,467 Est. Cost $15.13 Unrealized -14.4%
LQD ISHARES TR 0.0%
Value ($000) $620 Shares 6,075 Est. Cost $118.79 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $615 Shares 20,389 Est. Cost $37.09 Unrealized
XJR ISHARES TR 0.0%
Value ($000) $606 Shares 18,325 Est. Cost $36.31 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $604 Shares 30,872 Est. Cost $8.19 Unrealized +31.8%
NKE NIKE INC 0.0%
Value ($000) $603 Shares 6,311 Est. Cost $79.44 Unrealized +23.7%
SPMD SPDR SER TR 0.0%
Value ($000) $601 Shares 13,721 Est. Cost $29.42 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $587 Shares 9,168 Est. Cost $44.05 Unrealized +46.6%
NUMV NUSHARES ETF TR 0.0%
Value ($000) $580 Shares 20,390 Est. Cost $25.61 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $572 Shares 8,192 Est. Cost $60.64 Unrealized +6.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $560 Shares 5,040 Est. Cost $54.84 Unrealized +100.7%
PREMIER INC 0.0%
Value ($000) $555 Shares 25,815 Est. Cost $38.78 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $554 Shares 11,111 Est. Cost $51.40 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $534 Shares 19,493 Est. Cost $26.75 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $532 Shares 12,849 Est. Cost $53.37 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $529 Shares 15,963 Est. Cost $32.61 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $521 Shares 17,729 Est. Cost $29.40 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $512 Shares 21,542 Est. Cost $24.45 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $508 Shares 11,459 Est. Cost $35.09 Unrealized +18.2%
PSX PHILLIPS 66 0.0%
Value ($000) $501 Shares 4,172 Est. Cost $73.93 Unrealized +39.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $495 Shares 6,322 Est. Cost $76.13 Unrealized +2.2%
CSX CSX CORP 0.0%
Value ($000) $493 Shares 16,047 Est. Cost $26.40 Unrealized +15.8%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $493 Shares 9,888 Est. Cost $57.95 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $490 Shares 1,792 Est. Cost $153.53 Unrealized +82.4%
RMBS RAMBUS INC DEL 0.0%
Value ($000) $480 Shares 8,600 Est. Cost $33.82 Unrealized +67.8%
IYW ISHARES TR 0.0%
Value ($000) $479 Shares 4,568 Est. Cost $105.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $476 Shares 8,198 Est. Cost $47.17 Unrealized +15.2%
EXI ISHARES TR 0.0%
Value ($000) $475 Shares 4,206 Est. Cost $107.14 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $475 Shares 1,744 Est. Cost $155.08 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $472 Shares 6,639 Est. Cost $59.99 Unrealized +18.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $459 Shares 2,330 Est. Cost $151.07 Unrealized +35.7%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $454 Shares 6,034 Est. Cost $66.08 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $448 Shares 3,887 Est. Cost $66.04 Unrealized +69.9%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $448 Shares 14,182 Est. Cost $34.42 Unrealized -10.7%
ISHARES TR 0.0%
Value ($000) $446 Shares 18,021 Est. Cost $24.68 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $444 Shares 19,007 Est. Cost $24.42 Unrealized
ISHARES TR 0.0%
Value ($000) $441 Shares 18,109 Est. Cost $24.61 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $438 Shares 2,247 Est. Cost $163.57 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $431 Shares 2,757 Est. Cost $58.17 Unrealized +174.2%
ISHARES TR 0.0%
Value ($000) $425 Shares 16,746 Est. Cost $24.81 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $423 Shares 5,271 Est. Cost $81.35 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $421 Shares 5,640 Est. Cost $29.30 Unrealized +2.0%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $419 Shares 6,767 Est. Cost $58.86 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $419 Shares 5,456 Est. Cost $37.12 Unrealized +90.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $409 Shares 29,810 Est. Cost $14.36 Unrealized +15.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $399 Shares 1,364 Est. Cost $312.30 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $389 Shares 4,103 Est. Cost $67.01 Unrealized +45.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $379 Shares 1,485 Est. Cost $214.00 Unrealized +22.5%
BX BLACKSTONE INC 0.0%
Value ($000) $378 Shares 3,526 Est. Cost $58.82 Unrealized +65.6%
ZTS ZOETIS INC 0.0%
Value ($000) $376 Shares 2,163 Est. Cost $158.60 Unrealized +11.6%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $374 Shares 7,655 Est. Cost $44.43 Unrealized +6.8%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $366 Shares 3,524 Est. Cost $110.25 Unrealized
DOW DOW INC 0.0%
Value ($000) $358 Shares 6,946 Est. Cost $38.98 Unrealized +18.8%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $356 Shares 1,948 Est. Cost $176.30 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $354 Shares 1,410 Est. Cost $168.36 Unrealized +48.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $353 Shares 4,699 Est. Cost $60.96 Unrealized +22.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $353 Shares 2,769 Est. Cost $135.20 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $346 Shares 1,568 Est. Cost $162.01 Unrealized +30.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $345 Shares 272 Est. Cost $894.31 Unrealized +42.2%
CMI CUMMINS INC 0.0%
Value ($000) $343 Shares 1,502 Est. Cost $200.91 Unrealized +13.8%
MMIT INDEXIQ ACTIVE ETF TR 0.0%
Value ($000) $341 Shares 14,504 Est. Cost $23.50 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $339 Shares 3,044 Est. Cost $81.40 Unrealized +27.3%
MS MORGAN STANLEY 0.0%
Value ($000) $337 Shares 4,131 Est. Cost $70.48 Unrealized +13.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $337 Shares 4,500 Est. Cost $58.79 Unrealized +20.2%
CE CELANESE CORP DEL 0.0%
Value ($000) $335 Shares 2,669 Est. Cost $92.24 Unrealized +29.4%
GRMN GARMIN LTD 0.0%
Value ($000) $333 Shares 3,162 Est. Cost $85.47 Unrealized +17.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $330 Shares 5,981 Est. Cost $24.43 Unrealized +118.7%
HRTG HERITAGE INSURANCE HLDGS INC 0.0%
Value ($000) $327 Shares 50,383 Est. Cost $15.19 Unrealized -67.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $326 Shares 4,668 Est. Cost $77.20 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $324 Shares 2,170 Est. Cost $151.86 Unrealized +4.6%
DGRW WISDOMTREE TR 0.0%
Value ($000) $321 Shares 5,050 Est. Cost $60.36 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $319 Shares 3,030 Est. Cost $96.88 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $313 Shares 719 Est. Cost $317.24 Unrealized +37.6%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $312 Shares 13,837 Est. Cost $21.60 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $311 Shares 2,811 Est. Cost $49.45 Unrealized +79.3%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $308 Shares 4,021 Est. Cost $61.58 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $307 Shares 2,340 Est. Cost $116.26 Unrealized +20.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $305 Shares 2,521 Est. Cost $111.88 Unrealized +1.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $303 Shares 5,524 Est. Cost $70.13 Unrealized -16.6%
TKR TIMKEN CO 0.0%
Value ($000) $303 Shares 4,124 Est. Cost $66.57 Unrealized +21.9%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $302 Shares 1,751 Est. Cost $146.08 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $293 Shares 14,404 Est. Cost $23.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $292 Shares 2,419 Est. Cost $100.05 Unrealized +17.7%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $292 Shares 6,951 Est. Cost $38.70 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $288 Shares 1,131 Est. Cost $212.66 Unrealized +19.3%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $288 Shares 12,290 Est. Cost $24.14 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $286 Shares 1,081 Est. Cost $190.64 Unrealized +29.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $284 Shares 8,433 Est. Cost $19.04 Unrealized +62.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $284 Shares 1,966 Est. Cost $155.59 Unrealized -7.1%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $282 Shares 11,290 Est. Cost $31.04 Unrealized -28.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $280 Shares 404 Est. Cost $621.54 Unrealized +14.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $275 Shares 3,167 Est. Cost $42.67 Unrealized
BP BP PLC 0.0%
Value ($000) $274 Shares 7,080 Est. Cost $24.88 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $273 Shares 1,278 Est. Cost $140.14 Unrealized +49.6%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $271 Shares 4,600 Est. Cost $62.45 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $269 Shares 587 Est. Cost $323.74 Unrealized +45.0%
IWR ISHARES TR 0.0%
Value ($000) $266 Shares 3,841 Est. Cost $76.04 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $266 Shares 1,028 Est. Cost $169.72 Unrealized +52.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $263 Shares 319 Est. Cost $617.39 Unrealized +26.6%
ORI OLD REP INTL CORP 0.0%
Value ($000) $261 Shares 9,688 Est. Cost $20.53 Unrealized +8.8%
COWZ PACER FDS TR 0.0%
Value ($000) $258 Shares 5,212 Est. Cost $49.43 Unrealized
SRE SEMPRA 0.0%
Value ($000) $257 Shares 3,778 Est. Cost $68.98 Unrealized -3.4%
IXN ISHARES TR 0.0%
Value ($000) $255 Shares 4,414 Est. Cost $54.36 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $250 Shares 3,631 Est. Cost $68.21 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $250 Shares 1,019 Est. Cost $227.34 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $248 Shares 3,326 Est. Cost $68.30 Unrealized +11.1%
LKQ LKQ CORP 0.0%
Value ($000) $247 Shares 4,990 Est. Cost $28.66 Unrealized +73.9%
ISTB ISHARES TR 0.0%
Value ($000) $247 Shares 5,322 Est. Cost $46.10 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $247 Shares 5,999 Est. Cost $44.46 Unrealized -9.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $245 Shares 14,115 Est. Cost $14.54 Unrealized +10.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $244 Shares 3,549 Est. Cost $89.24 Unrealized -25.4%
TRP TC ENERGY CORP 0.0%
Value ($000) $241 Shares 7,010 Est. Cost $32.74 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $240 Shares 546 Est. Cost $405.46 Unrealized +4.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $240 Shares 3,777 Est. Cost $57.97 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $239 Shares 6,276 Est. Cost $30.26 Unrealized +19.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $238 Shares 2,746 Est. Cost $80.59 Unrealized +7.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $238 Shares 3,151 Est. Cost $89.62 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $238 Shares 4,396 Est. Cost $78.18 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $237 Shares 4,109 Est. Cost $50.02 Unrealized +19.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $236 Shares 1,444 Est. Cost $100.57 Unrealized +58.9%
AVT AVNET INC 0.0%
Value ($000) $235 Shares 4,878 Est. Cost $41.31 Unrealized +9.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $230 Shares 6,497 Est. Cost $30.68 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $230 Shares 1,771 Est. Cost $90.43 Unrealized +47.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $230 Shares 2,540 Est. Cost $90.39 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $229 Shares 4,480 Est. Cost $44.70 Unrealized +15.3%
CTAS CINTAS CORP 0.0%
Value ($000) $228 Shares 474 Est. Cost $99.06 Unrealized +23.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $224 Shares 2,962 Est. Cost $71.13 Unrealized +10.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $222 Shares 9,984 Est. Cost $38.24 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $221 Shares 964 Est. Cost $229.60 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $218 Shares 660 Est. Cost $291.87 Unrealized +13.3%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $215 Shares 2,980 Est. Cost $72.31 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $214 Shares 1,072 Est. Cost $189.54 Unrealized +10.1%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $214 Shares 14,000 Est. Cost $15.32 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $214 Shares 3,896 Est. Cost $56.11 Unrealized
NUMG NUSHARES ETF TR 0.0%
Value ($000) $211 Shares 5,768 Est. Cost $35.52 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $210 Shares 6,991 Est. Cost $21.56 Unrealized +28.5%
IBB ISHARES TR 0.0%
Value ($000) $210 Shares 1,718 Est. Cost $153.79 Unrealized
TBF PROSHARES TR 0.0%
Value ($000) $209 Shares 8,325 Est. Cost $25.15 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $207 Shares 2,278 Est. Cost $90.94 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $205 Shares 3,490 Est. Cost $68.30 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $204 Shares 2,381 Est. Cost $61.46 Unrealized +36.5%
HILLENBRAND INC 0.0%
Value ($000) $202 Shares 4,765 Est. Cost $42.31 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $193 Shares 11,543 Est. Cost $14.97 Unrealized +13.5%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $191 Shares 13,601 Est. Cost $9.31 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $164 Shares 10,285 Est. Cost $15.97 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $149 Shares 15,733 Est. Cost $10.05 Unrealized
SPRY ARS PHARMACEUTICALS INC 0.0%
Value ($000) $122 Shares 32,174 Est. Cost $4.35 Unrealized +50.8%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $119 Shares 11,800 Est. Cost $10.12 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $117 Shares 12,341 Est. Cost $11.17 Unrealized
LAZYDAYS HLDGS INC 0.0%
Value ($000) $97 Shares 12,777 Est. Cost $19.80 Unrealized
IBIO INC 0.0%
Value ($000) $47 Shares 155,000 Est. Cost $0.61 Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $30 Shares 112,936 Est. Cost $0.61 Unrealized
HITI HIGH TIDE INC 0.0%
Value ($000) $24 Shares 12,755 Est. Cost $1.43 Unrealized 0.0%
NIKOLA CORP 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.38 Unrealized
SENSEONICS HLDGS INC 0.0%
Value ($000) $13 Shares 21,203 Est. Cost $2.69 Unrealized
CENNTRO ELECTRIC GROUP LIMIT 0.0%
Value ($000) $4 Shares 15,067 Est. Cost $0.44 Unrealized
TENAX THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 10,002 Est. Cost $0.41 Unrealized
T2 BIOSYSTEMS INC 0.0%
Value ($000) $2 Shares 10,205 Est. Cost $0.22 Unrealized