SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 2, 2024

Total Value ($000): $1,369,553 (100.0% shares, 0.0% debt)

Holdings (636)

MSFT MICROSOFT CORP 6.6%
Value ($000) $90,133 Shares 201,661 Est. Cost $49.89 Unrealized +736.3%
AAPL APPLE INC 4.5%
Value ($000) $62,195 Shares 295,296 Est. Cost $105.49 Unrealized +75.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 3.3%
Value ($000) $44,967 Shares 110,539 Est. Cost $181.19 Unrealized +125.5%
AVGO BROADCOM INC 3.3%
Value ($000) $44,666 Shares 27,820 Est. Cost $47.59 Unrealized +189.3%
PHYS SPROTT PHYSICAL GOLD TRUST 2.6%
Value ($000) $35,199 Shares 1,949,022 Est. Cost $14.40 Unrealized
AMZN AMAZON.COM INC 2.3%
Value ($000) $31,862 Shares 164,874 Est. Cost $124.08 Unrealized +48.1%
JPM JP MORGAN CHASE & CO 2.3%
Value ($000) $30,856 Shares 152,554 Est. Cost $64.05 Unrealized +195.4%
MA MASTERCARD INC-A 1.9%
Value ($000) $26,689 Shares 60,497 Est. Cost $138.02 Unrealized +227.2%
IVV ISHARES CORE S&P 500 ETF 1.9%
Value ($000) $25,584 Shares 46,752 Est. Cost $231.07 Unrealized
DHR DANAHER CORP 1.8%
Value ($000) $24,843 Shares 99,433 Est. Cost $64.63 Unrealized +287.2%
GOOG ALPHABET INC CL C 1.7%
Value ($000) $23,832 Shares 129,934 Est. Cost $108.58 Unrealized +55.5%
ADBE ADOBE INC 1.7%
Value ($000) $23,068 Shares 41,523 Est. Cost $230.60 Unrealized +110.0%
ELV ELEVANCE HEALTH INC 1.6%
Value ($000) $22,417 Shares 41,371 Est. Cost $154.81 Unrealized +231.8%
ORCL ORACLE CORPORATION COM 1.6%
Value ($000) $22,141 Shares 156,803 Est. Cost $80.79 Unrealized +51.4%
KO COCA COLA CO 1.6%
Value ($000) $21,852 Shares 343,315 Est. Cost $37.56 Unrealized +56.8%
TJX TJX COMPANIES 1.5%
Value ($000) $21,073 Shares 191,396 Est. Cost $42.95 Unrealized +129.7%
HD HOME DEPOT INC 1.5%
Value ($000) $21,006 Shares 61,022 Est. Cost $115.16 Unrealized +184.4%
V VISA INC 1.5%
Value ($000) $20,874 Shares 79,530 Est. Cost $104.54 Unrealized +159.1%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $20,707 Shares 24,361 Est. Cost $133.17 Unrealized +481.1%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $19,927 Shares 35,353 Est. Cost $365.01 Unrealized +46.1%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 1.5%
Value ($000) $19,893 Shares 243,638 Est. Cost $84.88 Unrealized
WMT WALMART INC 1.3%
Value ($000) $18,013 Shares 266,033 Est. Cost $48.03 Unrealized +29.0%
ISRG INTUITIVE SURGICAL INC 1.2%
Value ($000) $16,367 Shares 36,792 Est. Cost $292.61 Unrealized +36.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 1.2%
Value ($000) $15,960 Shares 272,166 Est. Cost $48.64 Unrealized
NOW SERVICENOW INC 1.1%
Value ($000) $15,552 Shares 19,769 Est. Cost $38.83 Unrealized +277.9%
PH PARKER HANNIFIN CORP COM 1.1%
Value ($000) $14,833 Shares 29,325 Est. Cost $319.81 Unrealized +65.0%
CVX CHEVRON CORPORATION 1.1%
Value ($000) $14,513 Shares 92,782 Est. Cost $88.50 Unrealized +67.7%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $13,850 Shares 25,450 Est. Cost $274.95 Unrealized
CB CHUBB LTD ADR 1.0%
Value ($000) $13,497 Shares 52,912 Est. Cost $150.82 Unrealized +67.6%
ABBV ABBVIE INC 1.0%
Value ($000) $13,012 Shares 75,861 Est. Cost $93.14 Unrealized +68.7%
PG PROCTER & GAMBLE COMPANY 0.9%
Value ($000) $12,980 Shares 78,706 Est. Cost $64.29 Unrealized +144.5%
LHX L3 HARRIS TECHNOLOGIES INC 0.9%
Value ($000) $12,570 Shares 55,969 Est. Cost $176.88 Unrealized +18.3%
SONY SONY GROUP CORP SPONS ADR 0.9%
Value ($000) $12,100 Shares 142,436 Est. Cost $60.29 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $12,063 Shares 156,636 Est. Cost $36.45 Unrealized +100.8%
ROK ROCKWELL AUTOMATION, INC 0.9%
Value ($000) $12,056 Shares 43,797 Est. Cost $239.39 Unrealized +9.6%
GOOGL ALPHABET INC CL A 0.9%
Value ($000) $11,929 Shares 65,491 Est. Cost $111.34 Unrealized +50.3%
UNP UNION PAC CORP 0.8%
Value ($000) $11,530 Shares 50,960 Est. Cost $118.91 Unrealized +89.6%
MDLZ MONDELEZ INTERNATIONAL INC 0.8%
Value ($000) $11,363 Shares 173,645 Est. Cost $33.12 Unrealized +96.7%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $11,248 Shares 158,854 Est. Cost $57.73 Unrealized +17.1%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $11,136 Shares 76,192 Est. Cost $91.40 Unrealized +54.8%
LLY ELI LILLY & CO. 0.8%
Value ($000) $10,759 Shares 11,883 Est. Cost $99.23 Unrealized +697.1%
VIG VANGUARD DIVIDEND APPREC ETF 0.7%
Value ($000) $10,164 Shares 55,676 Est. Cost $112.50 Unrealized
ACN ACCENTURE PLC ADR 0.7%
Value ($000) $10,018 Shares 33,017 Est. Cost $283.00 Unrealized +5.8%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $9,719 Shares 244,383 Est. Cost $16.79 Unrealized +119.4%
VCSH VANGUARD SHORT TERM CORP BOND 0.7%
Value ($000) $9,354 Shares 121,048 Est. Cost $82.54 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $8,560 Shares 51,900 Est. Cost $82.83 Unrealized +96.0%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $8,442 Shares 73,331 Est. Cost $64.04 Unrealized +71.9%
NVO NOVO NORDISK AS SPONS ADR 0.6%
Value ($000) $8,217 Shares 57,567 Est. Cost $84.91 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.6%
Value ($000) $8,191 Shares 106,790 Est. Cost $82.35 Unrealized
STZ CONSTELLATION BRANDS INC 0.6%
Value ($000) $8,138 Shares 31,631 Est. Cost $229.80 Unrealized +8.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $8,135 Shares 59,426 Est. Cost $99.95 Unrealized +31.8%
AMGN AMGEN INC 0.6%
Value ($000) $7,655 Shares 24,500 Est. Cost $189.72 Unrealized +47.2%
BARRICK GOLD CORP 0.6%
Value ($000) $7,645 Shares 458,336 Est. Cost $20.79 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $7,585 Shares 34,405 Est. Cost $145.35 Unrealized +52.3%
META META PLATFORMS, INC. CLASS A 0.5%
Value ($000) $7,278 Shares 14,434 Est. Cost $222.82 Unrealized +116.9%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $7,258 Shares 19,405 Est. Cost $372.60 Unrealized
DUK DUKE ENERGY CORP 0.5%
Value ($000) $6,566 Shares 65,513 Est. Cost $51.86 Unrealized +81.8%
SHEL SHELL PLC SPON ADR 0.5%
Value ($000) $6,184 Shares 85,676 Est. Cost $57.74 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $5,864 Shares 123,419 Est. Cost $18.74 Unrealized +141.6%
SNA SNAP ON INC 0.4%
Value ($000) $5,656 Shares 21,637 Est. Cost $207.49 Unrealized +26.7%
IGSB ISHARES TR ISHS 1-5YR INVS 0.4%
Value ($000) $5,568 Shares 108,671 Est. Cost $54.77 Unrealized
MSI MOTOROLA SOLUTIONS, INC 0.4%
Value ($000) $5,548 Shares 14,370 Est. Cost $154.00 Unrealized +130.2%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $5,369 Shares 25,142 Est. Cost $70.78 Unrealized +159.7%
EMR EMERSON ELECTRIC 0.4%
Value ($000) $5,360 Shares 48,660 Est. Cost $48.42 Unrealized +121.9%
ABT ABBOTT LABS 0.4%
Value ($000) $5,316 Shares 51,155 Est. Cost $93.98 Unrealized +9.5%
SYK STRYKER CORP 0.4%
Value ($000) $5,110 Shares 15,017 Est. Cost $127.99 Unrealized +160.4%
RSG REPUBLIC SERVICES INC 0.4%
Value ($000) $4,977 Shares 25,609 Est. Cost $56.57 Unrealized +227.3%
AZN ASTRAZENECA PLC SPONS ADR 0.4%
Value ($000) $4,970 Shares 63,722 Est. Cost $42.04 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.3%
Value ($000) $4,687 Shares 94,850 Est. Cost $39.26 Unrealized
DIS DISNEY WALT CO NEW 0.3%
Value ($000) $4,637 Shares 46,705 Est. Cost $73.14 Unrealized +44.3%
BP BP PLC SPONS ADR 0.3%
Value ($000) $4,630 Shares 128,246 Est. Cost $38.02 Unrealized
IBM INTL. BUSINESS MACHINES CORP 0.3%
Value ($000) $4,581 Shares 26,489 Est. Cost $119.21 Unrealized +39.1%
NKE NIKE INC CLASS B COM 0.3%
Value ($000) $4,481 Shares 59,450 Est. Cost $74.41 Unrealized +20.6%
ZS ZSCALER INC COM 0.3%
Value ($000) $4,436 Shares 23,081 Est. Cost $206.11 Unrealized -13.7%
CRM SALESFORCE INC. 0.3%
Value ($000) $4,369 Shares 16,995 Est. Cost $150.15 Unrealized +76.3%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $4,356 Shares 8,553 Est. Cost $317.15 Unrealized +49.2%
ADP AUTOMATIC DATA PROCESSING INC 0.3%
Value ($000) $4,343 Shares 18,194 Est. Cost $56.96 Unrealized +315.4%
VO VANGUARD IND FD MID-CAP 0.3%
Value ($000) $4,337 Shares 17,916 Est. Cost $162.55 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $4,226 Shares 34,139 Est. Cost $47.91 Unrealized +154.0%
FISV FISERV INC 0.3%
Value ($000) $4,161 Shares 27,916 Est. Cost $54.13 Unrealized +179.7%
SOUTH STATE CORPORATION 0.3%
Value ($000) $4,159 Shares 54,421 Est. Cost $70.10 Unrealized
LNG CHENIERE ENERGY INC COM 0.3%
Value ($000) $3,997 Shares 22,862 Est. Cost $163.08 Unrealized -2.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,800 Shares 14,910 Est. Cost $140.75 Unrealized +81.2%
NVDA NVIDIA CORP 0.3%
Value ($000) $3,758 Shares 30,420 Est. Cost $95.44 Unrealized +5.9%
H HYATT HOTELS CORPORATION 0.3%
Value ($000) $3,605 Shares 23,728 Est. Cost $118.34 Unrealized +26.0%
FCNCA FIRST CITIZENS BANCSHARES INC 0.3%
Value ($000) $3,536 Shares 2,100 Est. Cost $1392.36 Unrealized +19.4%
CMCSA COMCAST CORP-CL A 0.3%
Value ($000) $3,482 Shares 88,921 Est. Cost $27.03 Unrealized +37.3%
BHP BHP GROUP LIMITED ADR 0.2%
Value ($000) $3,331 Shares 58,355 Est. Cost $59.19 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.2%
Value ($000) $3,232 Shares 6,745 Est. Cost $195.84 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $3,208 Shares 13,854 Est. Cost $150.67 Unrealized +50.9%
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $3,091 Shares 12,382 Est. Cost $106.02 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $3,083 Shares 74,748 Est. Cost $34.63 Unrealized +5.3%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $2,995 Shares 7,761 Est. Cost $261.37 Unrealized +55.5%
PFF ISHARES PREFERRED & INCOME SEC 0.2%
Value ($000) $2,940 Shares 93,183 Est. Cost $37.65 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $2,821 Shares 26,446 Est. Cost $103.68 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,803 Shares 17,475 Est. Cost $149.60 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $2,794 Shares 48,154 Est. Cost $62.16 Unrealized +2.1%
CNC CENTENE CORP 0.2%
Value ($000) $2,664 Shares 40,174 Est. Cost $66.94 Unrealized +8.7%
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $2,510 Shares 30,957 Est. Cost $72.34 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.2%
Value ($000) $2,491 Shares 24,751 Est. Cost $101.23 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $2,429 Shares 31,317 Est. Cost $39.19 Unrealized +83.2%
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $2,320 Shares 12,711 Est. Cost $131.98 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,213 Shares 10,151 Est. Cost $171.91 Unrealized
TIP ISHARES BARCLAYS TIPS BOND ETF 0.2%
Value ($000) $2,207 Shares 20,666 Est. Cost $125.70 Unrealized
VTI VANGUARD TOTAL STCK MK ETF 0.2%
Value ($000) $2,106 Shares 7,873 Est. Cost $124.99 Unrealized
VGT VANGUARD INFO TECH ETF 0.2%
Value ($000) $2,077 Shares 3,602 Est. Cost $428.37 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $2,060 Shares 19,864 Est. Cost $69.38 Unrealized +49.5%
DIA SPDR DJIA TRUST 0.1%
Value ($000) $2,037 Shares 5,208 Est. Cost $178.92 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $1,996 Shares 15,859 Est. Cost $69.85 Unrealized +74.8%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $1,996 Shares 19,696 Est. Cost $65.12 Unrealized +40.2%
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $1,883 Shares 6,310 Est. Cost $285.09 Unrealized +7.0%
ECL ECOLAB INC COM 0.1%
Value ($000) $1,872 Shares 7,864 Est. Cost $170.47 Unrealized +33.2%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,829 Shares 20,067 Est. Cost $56.78 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,829 Shares 40,150 Est. Cost $29.02 Unrealized +34.8%
PSLV SPROTT PHYSICAL SILVER TRUST 0.1%
Value ($000) $1,780 Shares 179,287 Est. Cost $8.96 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $1,780 Shares 12,247 Est. Cost $88.56 Unrealized +53.4%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.1%
Value ($000) $1,675 Shares 4,594 Est. Cost $118.23 Unrealized
DEO DIAGEO PLC ADR 0.1%
Value ($000) $1,672 Shares 13,259 Est. Cost $124.49 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1,656 Shares 7,087 Est. Cost $195.89 Unrealized +16.3%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,648 Shares 3,644 Est. Cost $171.03 Unrealized +147.7%
NUE NUCOR CORP 0.1%
Value ($000) $1,599 Shares 10,115 Est. Cost $39.57 Unrealized +327.0%
MS MORGAN STANLEY 0.1%
Value ($000) $1,598 Shares 16,447 Est. Cost $45.41 Unrealized +100.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,526 Shares 3,267 Est. Cost $311.43 Unrealized +41.8%
AFL AFLAC INC 0.1%
Value ($000) $1,499 Shares 16,781 Est. Cost $29.98 Unrealized +177.1%
PSX PHILLIPS 66 0.1%
Value ($000) $1,475 Shares 10,448 Est. Cost $50.61 Unrealized +175.9%
UPS UNITED PARCEL SVC INC CL B 0.1%
Value ($000) $1,448 Shares 10,583 Est. Cost $76.90 Unrealized +69.0%
USB US BANCORP 0.1%
Value ($000) $1,415 Shares 35,636 Est. Cost $33.19 Unrealized +13.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,391 Shares 17,761 Est. Cost $67.83 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $1,289 Shares 24,296 Est. Cost $47.04 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,179 Shares 28,397 Est. Cost $39.16 Unrealized +4.7%
MOS THE MOSAIC COMPANY 0.1%
Value ($000) $1,165 Shares 40,296 Est. Cost $24.59 Unrealized +16.3%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,149 Shares 10,796 Est. Cost $84.51 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $1,144 Shares 11,400 Est. Cost $58.01 Unrealized +72.6%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $1,130 Shares 19,315 Est. Cost $81.28 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,125 Shares 15,182 Est. Cost $49.09 Unrealized +17.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,110 Shares 5,205 Est. Cost $119.13 Unrealized +70.3%
DON WISDOMTREE US MIDCAP DIVIDEND 0.1%
Value ($000) $1,101 Shares 23,548 Est. Cost $45.66 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $1,046 Shares 9,074 Est. Cost $104.62 Unrealized +1.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $1,040 Shares 10,644 Est. Cost $101.83 Unrealized -11.8%
PFE PFIZER INC 0.1%
Value ($000) $1,033 Shares 36,925 Est. Cost $23.54 Unrealized +5.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,033 Shares 5,185 Est. Cost $107.16 Unrealized +70.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,001 Shares 14,594 Est. Cost $53.04 Unrealized +19.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $991 Shares 5,095 Est. Cost $116.27 Unrealized +51.5%
LIN LINDE PLC ADR 0.1%
Value ($000) $988 Shares 2,251 Est. Cost $350.99 Unrealized +22.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $980 Shares 8,269 Est. Cost $97.49 Unrealized +19.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $978 Shares 2,936 Est. Cost $129.70 Unrealized +161.1%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $967 Shares 4,110 Est. Cost $234.21 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $949 Shares 5,437 Est. Cost $103.59 Unrealized
SGOV ISHARES TR/ISHARES 0-3 MNTH TR 0.1%
Value ($000) $886 Shares 8,800 Est. Cost $100.71 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $877 Shares 5,193 Est. Cost $88.70 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value ($000) $872 Shares 22,457 Est. Cost $42.22 Unrealized -17.2%
DGRO ISHARES CORE DIVIDEND GROWTH E 0.1%
Value ($000) $866 Shares 15,029 Est. Cost $55.81 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $861 Shares 3,632 Est. Cost $127.92 Unrealized +85.1%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $859 Shares 4,232 Est. Cost $202.82 Unrealized
RNST RENASANT CORP 0.1%
Value ($000) $855 Shares 28,000 Est. Cost $30.54 Unrealized -2.6%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $853 Shares 3,615 Est. Cost $100.86 Unrealized +109.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $838 Shares 17,093 Est. Cost $54.25 Unrealized -13.2%
CSX CSX CORPORATION 0.1%
Value ($000) $823 Shares 24,618 Est. Cost $24.93 Unrealized +32.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $787 Shares 10,835 Est. Cost $67.83 Unrealized
BLACKROCK INC CLASS A 0.1%
Value ($000) $783 Shares 994 Est. Cost $727.90 Unrealized
DE DEERE & CO. 0.1%
Value ($000) $777 Shares 2,079 Est. Cost $155.68 Unrealized +144.4%
SPLV INVESCO S&P 500 LOW VOLATILITY 0.1%
Value ($000) $750 Shares 11,541 Est. Cost $53.92 Unrealized
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $741 Shares 5,885 Est. Cost $100.93 Unrealized +26.2%
MTB M & T BK CORP 0.1%
Value ($000) $739 Shares 4,881 Est. Cost $115.92 Unrealized +19.9%
VSS VANGUARD FTSE ALL WORLD X-US S 0.1%
Value ($000) $734 Shares 6,244 Est. Cost $100.41 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $725 Shares 6,673 Est. Cost $99.77 Unrealized
ETN EATON CORP PLC ADR 0.1%
Value ($000) $722 Shares 2,303 Est. Cost $115.43 Unrealized +174.9%
MPC MARATHON PETROLEUM CORPORATION 0.1%
Value ($000) $715 Shares 4,122 Est. Cost $72.64 Unrealized +147.2%
NXPI NXP SEMICONDUCTORS ADR 0.1%
Value ($000) $706 Shares 2,622 Est. Cost $249.90 Unrealized +0.1%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $685 Shares 4,698 Est. Cost $75.98 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $678 Shares 8,715 Est. Cost $74.48 Unrealized +4.8%
LYB LYONDELLBASELL INDUSTRIES NV A 0.0%
Value ($000) $675 Shares 7,057 Est. Cost $58.39 Unrealized +48.7%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $659 Shares 5,450 Est. Cost $81.94 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $658 Shares 16,017 Est. Cost $31.73 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $655 Shares 2,427 Est. Cost $24.95 Unrealized +109.7%
VCIT VANGUARD INTER TERM CORP BO .1 0.0%
Value ($000) $635 Shares 7,942 Est. Cost $90.74 Unrealized
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.0%
Value ($000) $629 Shares 5,697 Est. Cost $102.70 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.0%
Value ($000) $620 Shares 7,036 Est. Cost $104.55 Unrealized
MMM 3M CO 0.0%
Value ($000) $615 Shares 6,022 Est. Cost $88.12 Unrealized +7.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $611 Shares 4,387 Est. Cost $108.44 Unrealized +20.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $611 Shares 2,105 Est. Cost $134.31 Unrealized +111.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $602 Shares 4,542 Est. Cost $70.91 Unrealized +88.0%
COF CAPITAL ONE FINANCIAL 0.0%
Value ($000) $595 Shares 4,300 Est. Cost $71.12 Unrealized +92.9%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $593 Shares 2,758 Est. Cost $171.63 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $582 Shares 6,634 Est. Cost $44.95 Unrealized +83.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $566 Shares 3,547 Est. Cost $61.80 Unrealized +161.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $564 Shares 4,928 Est. Cost $66.71 Unrealized +73.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $559 Shares 5,760 Est. Cost $58.95 Unrealized +51.1%
DES WISDOMTREE TR US SMALLCAP DIVI 0.0%
Value ($000) $553 Shares 17,766 Est. Cost $31.21 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $553 Shares 9,311 Est. Cost $34.49 Unrealized +64.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $538 Shares 2,652 Est. Cost $193.84 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $533 Shares 2,692 Est. Cost $213.20 Unrealized -18.0%
IWV ISHARES TR RUSSELL 3000 ETF 0.0%
Value ($000) $530 Shares 1,717 Est. Cost $250.88 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $519 Shares 16,753 Est. Cost $20.93 Unrealized +55.3%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $513 Shares 2,389 Est. Cost $182.27 Unrealized +23.0%
FDX FEDEX CORPORATION 0.0%
Value ($000) $494 Shares 1,646 Est. Cost $197.84 Unrealized +27.3%
RING ISHARES MSCI GLOBAL GOLD MIN E 0.0%
Value ($000) $483 Shares 17,508 Est. Cost $17.19 Unrealized
KRG KITE REALTY GROUP TRUST REIT 0.0%
Value ($000) $479 Shares 21,385 Est. Cost $21.06 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $471 Shares 3,407 Est. Cost $83.86 Unrealized +68.8%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $467 Shares 4,339 Est. Cost $104.02 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE TR UNIT 0.0%
Value ($000) $454 Shares 20,576 Est. Cost $19.15 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $451 Shares 3,488 Est. Cost $79.87 Unrealized +52.4%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $450 Shares 7,128 Est. Cost $17.13 Unrealized +251.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $448 Shares 2,202 Est. Cost $128.58 Unrealized +62.5%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $442 Shares 3,725 Est. Cost $95.57 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $436 Shares 2,395 Est. Cost $162.96 Unrealized +9.4%
AYI ACUITY BRANDS, INC. 0.0%
Value ($000) $433 Shares 1,794 Est. Cost $167.38 Unrealized +52.1%
UNILEVER PLC 0.0%
Value ($000) $421 Shares 7,648 Est. Cost $46.83 Unrealized
FBNC FIRST BANCORP NC COM 0.0%
Value ($000) $415 Shares 12,989 Est. Cost $37.07 Unrealized -17.3%
AGG ISHARES CORE U.S. AGGREGATE ET 0.0%
Value ($000) $412 Shares 4,241 Est. Cost $102.05 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $410 Shares 6,944 Est. Cost $56.65 Unrealized +3.3%
TGT TARGET CORP 0.0%
Value ($000) $408 Shares 2,755 Est. Cost $84.68 Unrealized +74.7%
IBIT ISHARES BITCOIN TR SHS 0.0%
Value ($000) $407 Shares 11,926 Est. Cost $36.24 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $404 Shares 860 Est. Cost $46.15 Unrealized +836.8%
PEY INVESCO HIGH YIELD EQUITY DIVI 0.0%
Value ($000) $395 Shares 20,111 Est. Cost $18.07 Unrealized
T AT & T INC 0.0%
Value ($000) $393 Shares 20,588 Est. Cost $13.25 Unrealized +22.0%
BX BLACKSTONE INC. 0.0%
Value ($000) $389 Shares 3,142 Est. Cost $84.86 Unrealized +38.8%
INTU INTUIT 0.0%
Value ($000) $377 Shares 573 Est. Cost $253.36 Unrealized +142.4%
IJJ ISHARES S&P MIDCAP 400/VALUE E 0.0%
Value ($000) $373 Shares 3,285 Est. Cost $111.52 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC SHS REP COM UT 0.0%
Value ($000) $352 Shares 6,606 Est. Cost $63.17 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $342 Shares 7,937 Est. Cost $31.86 Unrealized +19.5%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $334 Shares 2,824 Est. Cost $71.72 Unrealized +57.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $333 Shares 2,144 Est. Cost $69.64 Unrealized +110.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $321 Shares 948 Est. Cost $114.15 Unrealized +31.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $316 Shares 901 Est. Cost $323.40 Unrealized
PRK PARK NATIONAL CORP COM 0.0%
Value ($000) $313 Shares 2,200 Est. Cost $106.18 Unrealized +26.8%
CTVA CORTEVA INC 0.0%
Value ($000) $307 Shares 5,689 Est. Cost $25.02 Unrealized +116.1%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $299 Shares 21,207 Est. Cost $13.24 Unrealized +22.6%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.0%
Value ($000) $286 Shares 1,266 Est. Cost $95.03 Unrealized
IJS ISHARES S&P SMALLCAP 600/VAL E 0.0%
Value ($000) $282 Shares 2,895 Est. Cost $103.50 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $278 Shares 2,885 Est. Cost $47.48 Unrealized +97.4%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $277 Shares 2,975 Est. Cost $78.65 Unrealized
ROYCE SMALL CAP TRUST 0.0%
Value ($000) $275 Shares 18,972 Est. Cost $14.47 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP 0.0%
Value ($000) $265 Shares 5,160 Est. Cost $51.30 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $264 Shares 2,475 Est. Cost $103.70 Unrealized +13.9%
DISCOVER FINL SVCS 0.0%
Value ($000) $257 Shares 1,968 Est. Cost $65.73 Unrealized
DOW DOW INC 0.0%
Value ($000) $257 Shares 4,839 Est. Cost $36.71 Unrealized +39.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $257 Shares 3,187 Est. Cost $27.32 Unrealized +15.5%
SJM JM SMUCKER CO/THE-NEW 0.0%
Value ($000) $256 Shares 2,348 Est. Cost $115.33 Unrealized -8.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $254 Shares 1,839 Est. Cost $90.56 Unrealized +38.3%
TTD THE TRADE DESK INC CL A 0.0%
Value ($000) $254 Shares 2,600 Est. Cost $90.22 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $249 Shares 1,891 Est. Cost $66.16 Unrealized +89.2%
SNAP SNAP INC CL A 0.0%
Value ($000) $241 Shares 14,480 Est. Cost $32.28 Unrealized -55.6%
FLR FLUOR CORP NEW 0.0%
Value ($000) $240 Shares 5,500 Est. Cost $16.42 Unrealized +153.3%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.0%
Value ($000) $238 Shares 1,968 Est. Cost $116.58 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $236 Shares 2,000 Est. Cost $61.02 Unrealized +81.7%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $235 Shares 440 Est. Cost $343.84 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $229 Shares 1,935 Est. Cost $85.39 Unrealized +41.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $228 Shares 4,268 Est. Cost $49.42 Unrealized +3.9%
NFLX NETFLIX INC 0.0%
Value ($000) $223 Shares 331 Est. Cost $35.09 Unrealized +78.0%
FNDX SCHWAB STRATEGIC TR FUNDAMENTAL US L 0.0%
Value ($000) $222 Shares 3,321 Est. Cost $67.39 Unrealized
AIVL WISDOMTREE US DIVIDEND EX-FINA 0.0%
Value ($000) $212 Shares 2,124 Est. Cost $65.22 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $212 Shares 2,965 Est. Cost $26.75 Unrealized +166.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $209 Shares 1,289 Est. Cost $99.16 Unrealized +62.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $205 Shares 1,584 Est. Cost $93.24 Unrealized +48.3%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $199 Shares 929 Est. Cost $175.22 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $196 Shares 760 Est. Cost $251.14 Unrealized -3.5%
MET METLIFE INC 0.0%
Value ($000) $194 Shares 2,763 Est. Cost $47.22 Unrealized +44.3%
BSET BASSETT FURNITURE INDUSTRIES I 0.0%
Value ($000) $193 Shares 13,552 Est. Cost $19.19 Unrealized -33.6%
CTAS CINTAS CORP 0.0%
Value ($000) $192 Shares 274 Est. Cost $135.83 Unrealized +24.1%
MCK MCKESSON CORP. COMMON STOCK 0.0%
Value ($000) $189 Shares 324 Est. Cost $235.82 Unrealized +134.3%
F FORD MOTOR CO DEL 0.0%
Value ($000) $186 Shares 14,841 Est. Cost $7.06 Unrealized +57.7%
XLB MATERIALS SELECT SPDR FUND 0.0%
Value ($000) $183 Shares 2,067 Est. Cost $69.00 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $173 Shares 2,069 Est. Cost $93.65 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL 0.0%
Value ($000) $173 Shares 578 Est. Cost $529.42 Unrealized -48.4%
IJT ISHARES S&P SMALLCAP/600 GROWT 0.0%
Value ($000) $170 Shares 1,325 Est. Cost $117.30 Unrealized
SF STIFEL FINANCIAL CORPORATION 0.0%
Value ($000) $168 Shares 2,000 Est. Cost $24.14 Unrealized +219.8%
SAP SAP SE ADR 0.0%
Value ($000) $165 Shares 820 Est. Cost $130.74 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $164 Shares 1,079 Est. Cost $126.94 Unrealized +20.4%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $161 Shares 1,380 Est. Cost $87.96 Unrealized +27.5%
SHOP SHOPIFY INC CL B 0.0%
Value ($000) $159 Shares 2,400 Est. Cost $66.33 Unrealized 0.0%
CI CIGNA GROUP 0.0%
Value ($000) $156 Shares 473 Est. Cost $264.25 Unrealized +26.5%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $142 Shares 4,335 Est. Cost $18.59 Unrealized +62.6%
IWX ISHARES RUSSELL TOP 200 VALUE 0.0%
Value ($000) $142 Shares 1,898 Est. Cost $70.17 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $140 Shares 1,146 Est. Cost $94.66 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $139 Shares 5,487 Est. Cost $16.74 Unrealized +34.5%
GE GE AEROSPACE 0.0%
Value ($000) $139 Shares 873 Est. Cost $86.90 Unrealized +81.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $138 Shares 2,441 Est. Cost $52.38 Unrealized +4.9%
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $138 Shares 2,000 Est. Cost $38.27 Unrealized +67.5%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $137 Shares 87 Est. Cost $1345.31 Unrealized +15.4%
MCO MOODYS CORP 0.0%
Value ($000) $136 Shares 322 Est. Cost $302.48 Unrealized +29.9%
MKSI MKS INSTRS INC COM 0.0%
Value ($000) $131 Shares 1,000 Est. Cost $150.35 Unrealized -17.2%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $128 Shares 1,286 Est. Cost $82.40 Unrealized
XLY CONSUMER DISCRETIONARY SELT 0.0%
Value ($000) $125 Shares 685 Est. Cost $175.53 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $119 Shares 515 Est. Cost $74.62 Unrealized +174.7%
HELO JP MORGAN HEDGED EQUITY ETF 0.0%
Value ($000) $117 Shares 2,000 Est. Cost $58.56 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $117 Shares 1,849 Est. Cost $59.95 Unrealized +7.5%
LAM RESEARCH CORP 0.0%
Value ($000) $115 Shares 108 Est. Cost $921.97 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. 0.0%
Value ($000) $115 Shares 965 Est. Cost $98.21 Unrealized
VILLAGE BANK AND TRUST FINL CO 0.0%
Value ($000) $114 Shares 2,557 Est. Cost $51.62 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CO 0.0%
Value ($000) $114 Shares 2,696 Est. Cost $42.20 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $110 Shares 480 Est. Cost $226.33 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $110 Shares 370 Est. Cost $242.15 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $109 Shares 3,239 Est. Cost $30.84 Unrealized +14.5%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $109 Shares 2,487 Est. Cost $41.95 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $107 Shares 701 Est. Cost $101.92 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $107 Shares 5,370 Est. Cost $14.44 Unrealized +22.8%
ILMN ILLUMINA INC 0.0%
Value ($000) $106 Shares 1,017 Est. Cost $244.90 Unrealized -54.2%
DPZ DOMINOS PIZZA 0.0%
Value ($000) $106 Shares 205 Est. Cost $497.09 Unrealized 0.0%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $106 Shares 195 Est. Cost $376.63 Unrealized +52.9%
EDIV SPDR INDEX SHS S&P EM MKT DIV 0.0%
Value ($000) $105 Shares 2,983 Est. Cost $35.30 Unrealized
HPQ HP INC 0.0%
Value ($000) $105 Shares 3,000 Est. Cost $29.71 Unrealized 0.0%
XLP CONSUMER STAPLES SPDR 0.0%
Value ($000) $105 Shares 1,371 Est. Cost $66.64 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $104 Shares 5,000 Est. Cost $14.52 Unrealized +23.3%
KMX CARMAX INC 0.0%
Value ($000) $104 Shares 1,417 Est. Cost $99.64 Unrealized -27.7%
VT VANGUARD TOT WORLD STK ETF 0.0%
Value ($000) $104 Shares 921 Est. Cost $66.37 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 0.0%
Value ($000) $103 Shares 1,000 Est. Cost $86.52 Unrealized +3.8%
CRWD CROWDSTRIKE HOLDINGS INC CL A 0.0%
Value ($000) $103 Shares 268 Est. Cost $197.98 Unrealized +68.0%
CCL CARNIVAL CORP ADR 0.0%
Value ($000) $102 Shares 5,445 Est. Cost $14.85 Unrealized +4.1%
IUSG ISHARES TR CORE S&P US GROWTH 0.0%
Value ($000) $101 Shares 792 Est. Cost $107.94 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUIT 0.0%
Value ($000) $100 Shares 2,615 Est. Cost $38.42 Unrealized
ASML ASML HOLDING ADR 0.0%
Value ($000) $100 Shares 98 Est. Cost $1004.06 Unrealized
SGOL ABERDEEN STANDARD PHYSICAL GOL 0.0%
Value ($000) $100 Shares 4,500 Est. Cost $16.89 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $99 Shares 2,042 Est. Cost $52.92 Unrealized
CWST CASELLA WASTE SYSTEMS INC CL A 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $70.48 Unrealized +36.7%
HESS CORPORATION 0.0%
Value ($000) $96 Shares 652 Est. Cost $54.30 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $95 Shares 295 Est. Cost $144.83 Unrealized +121.5%
PI IMPINJ INC 0.0%
Value ($000) $94 Shares 600 Est. Cost $148.62 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $57.11 Unrealized +3.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $89 Shares 1,000 Est. Cost $60.79 Unrealized +44.4%
AXON AXON ENTERPRISE 0.0%
Value ($000) $88 Shares 300 Est. Cost $298.42 Unrealized 0.0%
SPEM SPDR INDEX EMG MK ETF 0.0%
Value ($000) $86 Shares 2,295 Est. Cost $37.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $84 Shares 152 Est. Cost $552.17 Unrealized +3.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $84 Shares 853 Est. Cost $49.86 Unrealized +99.0%
IAU ISHARES GOLD TR NEW ETF 0.0%
Value ($000) $83 Shares 1,887 Est. Cost $39.85 Unrealized
SPSB SPDR TR PORTFOLIO SHORT ETF 0.0%
Value ($000) $82 Shares 2,761 Est. Cost $29.70 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $82 Shares 520 Est. Cost $66.41 Unrealized +131.1%
ENB ENBRIDGE INCORPORATED ADR 0.0%
Value ($000) $81 Shares 2,287 Est. Cost $31.79 Unrealized +1.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $81 Shares 875 Est. Cost $84.44 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $80 Shares 800 Est. Cost $179.51 Unrealized -35.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $79 Shares 675 Est. Cost $93.27 Unrealized +14.5%
CC CHEMOURS CO COM 0.0%
Value ($000) $79 Shares 3,500 Est. Cost $27.14 Unrealized -9.9%
MGK VANGUARD WORLD MEGA CAP FUND E 0.0%
Value ($000) $79 Shares 250 Est. Cost $172.07 Unrealized
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $78 Shares 469 Est. Cost $137.12 Unrealized +18.5%
XYL XYLEM INC 0.0%
Value ($000) $77 Shares 570 Est. Cost $122.16 Unrealized +9.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $77 Shares 1,221 Est. Cost $57.86 Unrealized +7.2%
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $76 Shares 282 Est. Cost $93.80 Unrealized +183.8%
CX CEMEX SAB DE CV SPONSORED ADR 0.0%
Value ($000) $76 Shares 11,856 Est. Cost $7.71 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VAL 0.0%
Value ($000) $75 Shares 630 Est. Cost $102.85 Unrealized
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $74 Shares 4,250 Est. Cost $18.59 Unrealized
VGIT VANGUARD SCOTTSDALE INTER TERM 0.0%
Value ($000) $74 Shares 1,269 Est. Cost $67.92 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $72 Shares 883 Est. Cost $53.35 Unrealized +38.5%
CMI CUMMINS INC 0.0%
Value ($000) $72 Shares 260 Est. Cost $185.87 Unrealized +48.6%
FAST FASTENAL CO 0.0%
Value ($000) $71 Shares 1,130 Est. Cost $24.23 Unrealized +34.6%
WPC WP CAREY INC REIT 0.0%
Value ($000) $68 Shares 1,244 Est. Cost $76.97 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $66 Shares 361 Est. Cost $215.79 Unrealized -8.0%
VLTO VERALTO CORP COM 0.0%
Value ($000) $66 Shares 690 Est. Cost $73.75 Unrealized +28.7%
KNSL KINSALE CAPITAL GROUP INC 0.0%
Value ($000) $65 Shares 170 Est. Cost $404.98 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $49.51 Unrealized +7.1%
TOWN TOWNE BANK 0.0%
Value ($000) $63 Shares 2,316 Est. Cost $30.08 Unrealized -10.6%
MDT MEDTRONIC PLC ADR 0.0%
Value ($000) $63 Shares 795 Est. Cost $83.89 Unrealized -6.9%
E ENI SPA SPONS ADR 0.0%
Value ($000) $63 Shares 2,030 Est. Cost $34.42 Unrealized
SEIC SEI INVESTMENTS COMPANY 0.0%
Value ($000) $60 Shares 930 Est. Cost $57.46 Unrealized +14.3%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $59 Shares 861 Est. Cost $64.35 Unrealized
TT TRANE TECHNOLOGIES PLC ADR 0.0%
Value ($000) $58 Shares 177 Est. Cost $150.44 Unrealized +108.5%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $58 Shares 4,697 Est. Cost $12.36 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $56 Shares 611 Est. Cost $71.40 Unrealized +22.4%
TTC TORO CO 0.0%
Value ($000) $54 Shares 582 Est. Cost $107.10 Unrealized -17.7%
ENDEAVOR GROUP HOLDINGS INC 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $22.54 Unrealized
NOC NORTHROP 0.0%
Value ($000) $52 Shares 120 Est. Cost $355.31 Unrealized +25.0%
CDNS CADENCE DESIGN SYSTEMS, INC. 0.0%
Value ($000) $52 Shares 170 Est. Cost $178.66 Unrealized +65.7%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $52 Shares 1,530 Est. Cost $33.00 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $51 Shares 225 Est. Cost $178.78 Unrealized +16.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $51 Shares 290 Est. Cost $163.58 Unrealized 0.0%
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $50 Shares 481 Est. Cost $107.57 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $50 Shares 1,251 Est. Cost $35.55 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $49 Shares 3,050 Est. Cost $9.97 Unrealized
BATRK ATLANTA BRAVES HOLDINGS INC 0.0%
Value ($000) $49 Shares 1,250 Est. Cost $37.85 Unrealized +2.7%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $49 Shares 1,037 Est. Cost $39.84 Unrealized +22.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $49 Shares 82 Est. Cost $329.45 Unrealized +71.6%
OLED UNIVERSAL DISPLAY CORP. 0.0%
Value ($000) $48 Shares 230 Est. Cost $172.49 Unrealized 0.0%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $48 Shares 320 Est. Cost $138.28 Unrealized
BIV VANGUARD INTERMEDIATE-TERM .1 0.0%
Value ($000) $47 Shares 630 Est. Cost $87.32 Unrealized
WSFS WSFS FINANCIAL CORP COM 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $41.15 Unrealized +7.6%
RPG INVESCO S&P 500 PURE GROWTH ET 0.0%
Value ($000) $47 Shares 1,250 Est. Cost $62.59 Unrealized
MRSH MARSH & MCCLENNAN 0.0%
Value ($000) $47 Shares 221 Est. Cost $163.94 Unrealized +22.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $45 Shares 631 Est. Cost $73.66 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $45 Shares 328 Est. Cost $98.22 Unrealized +48.8%
GM GENERAL MOTORS CO 0.0%
Value ($000) $44 Shares 957 Est. Cost $44.38 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $44 Shares 240 Est. Cost $126.67 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $44 Shares 530 Est. Cost $76.04 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $44 Shares 700 Est. Cost $61.82 Unrealized +0.5%
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.0%
Value ($000) $42 Shares 270 Est. Cost $89.56 Unrealized +61.0%
SMLF ISHARES MSCI USA SMALL-CAP MUL 0.0%
Value ($000) $41 Shares 675 Est. Cost $50.80 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ET 0.0%
Value ($000) $39 Shares 150 Est. Cost $222.59 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $39 Shares 1,375 Est. Cost $29.42 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value ($000) $39 Shares 1,333 Est. Cost $21.67 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $38 Shares 210 Est. Cost $124.77 Unrealized +39.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $38 Shares 300 Est. Cost $118.61 Unrealized
MVO MV OIL TR TR UNITS 0.0%
Value ($000) $38 Shares 4,000 Est. Cost $2.25 Unrealized
BKR BAKER HUGHES CO 0.0%
Value ($000) $37 Shares 1,053 Est. Cost $20.98 Unrealized +50.9%
VCLT VANGUARD SCOTTSDALE LG-TERM CO 0.0%
Value ($000) $37 Shares 488 Est. Cost $75.86 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $37 Shares 2,750 Est. Cost $13.97 Unrealized -25.2%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $36 Shares 136 Est. Cost $223.83 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $36 Shares 470 Est. Cost $69.74 Unrealized +0.4%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $36 Shares 674 Est. Cost $60.70 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $35 Shares 808 Est. Cost $65.15 Unrealized -31.0%
TBIL RBB FD INC US TREAS 3 MNTH ETF 0.0%
Value ($000) $35 Shares 695 Est. Cost $50.02 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $34 Shares 200 Est. Cost $158.10 Unrealized 0.0%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $34 Shares 733 Est. Cost $39.92 Unrealized
TM TOYOTA MTR CORP SPONSD ADR 0.0%
Value ($000) $34 Shares 165 Est. Cost $160.82 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $34 Shares 150 Est. Cost $246.90 Unrealized -2.5%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $33 Shares 500 Est. Cost $63.64 Unrealized
ALC ALCON INC 0.0%
Value ($000) $33 Shares 366 Est. Cost $76.28 Unrealized +11.3%
JQUA JPMORGAN US QUALITY FACTOR ETF 0.0%
Value ($000) $32 Shares 606 Est. Cost $47.86 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $32 Shares 212 Est. Cost $156.66 Unrealized -7.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $32 Shares 982 Est. Cost $27.45 Unrealized +18.5%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $31 Shares 161 Est. Cost $224.56 Unrealized -21.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $31 Shares 350 Est. Cost $93.83 Unrealized -5.4%
WMB WILLIAMS COS INC 0.0%
Value ($000) $31 Shares 731 Est. Cost $37.71 Unrealized 0.0%
SCHA SCHWAB US SML CAP ETF 0.0%
Value ($000) $31 Shares 650 Est. Cost $47.45 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $31 Shares 506 Est. Cost $56.18 Unrealized +2.7%
LNT ALLIANT CORP 0.0%
Value ($000) $31 Shares 600 Est. Cost $51.28 Unrealized -7.0%
MTDR MATADOR RESOURCES CO 0.0%
Value ($000) $30 Shares 500 Est. Cost $59.44 Unrealized +5.7%
SPIRIT AEROSYSTEMS HOLDINGS IN 0.0%
Value ($000) $30 Shares 901 Est. Cost $36.07 Unrealized
IYK ISHARES TR US CONSM STAPLES 0.0%
Value ($000) $30 Shares 450 Est. Cost $93.97 Unrealized
BKLN INVESCO CAPITAL MANAGEMENT LLC 0.0%
Value ($000) $29 Shares 1,363 Est. Cost $21.09 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $29 Shares 406 Est. Cost $69.78 Unrealized +7.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $28 Shares 500 Est. Cost $79.41 Unrealized -25.7%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $28 Shares 275 Est. Cost $97.45 Unrealized 0.0%
IPAY AMPLIFY MOBILE P ETF 0.0%
Value ($000) $28 Shares 600 Est. Cost $46.78 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $27 Shares 33 Est. Cost $380.30 Unrealized +91.5%
INSP INSPIRE MEDICAL SYSTEMS INC 0.0%
Value ($000) $27 Shares 200 Est. Cost $189.24 Unrealized 0.0%
IYC ISHARES TR US CONSUM DISCRE 0.0%
Value ($000) $26 Shares 320 Est. Cost $116.41 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $26 Shares 125 Est. Cost $85.43 Unrealized +125.6%
DDOG DATADOG INC CL A 0.0%
Value ($000) $26 Shares 200 Est. Cost $120.98 Unrealized 0.0%
PJT PJT PARTNERS INC CL A 0.0%
Value ($000) $26 Shares 240 Est. Cost $99.27 Unrealized 0.0%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $25 Shares 495 Est. Cost $46.37 Unrealized +15.9%
VCR VANGUARD WORLD FD CONSUM DIS ETF 0.0%
Value ($000) $25 Shares 80 Est. Cost $235.29 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $25 Shares 100 Est. Cost $253.71 Unrealized +0.6%
WRLD WORLD ACCEPTANCE CORP 0.0%
Value ($000) $25 Shares 200 Est. Cost $87.16 Unrealized +51.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $24 Shares 250 Est. Cost $87.92 Unrealized +0.7%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 250 Est. Cost $53.44 Unrealized +71.2%
SOXX ISHARES TR SEMICONDUCTOR ETF 0.0%
Value ($000) $24 Shares 96 Est. Cost $300.98 Unrealized
OII OCEANEERING INTERNATIONAL, INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $20.99 Unrealized +10.1%
SFST SOUTHERN FIRST 0.0%
Value ($000) $24 Shares 804 Est. Cost $50.48 Unrealized -45.6%
SPEU SPDR INDEX SHS FDS PORTFOLIO E 0.0%
Value ($000) $23 Shares 561 Est. Cost $41.75 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU 0.0%
Value ($000) $22 Shares 127 Est. Cost $136.05 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 88 Est. Cost $255.32 Unrealized
AOR ISHARES TR GRWT ALLOCAT ETF 0.0%
Value ($000) $22 Shares 390 Est. Cost $46.15 Unrealized
WOOD ISHARES GLOBAL TIMBER & FOREST 0.0%
Value ($000) $22 Shares 275 Est. Cost $83.64 Unrealized
FERG1GBX FERGUSON PLC NEW ADR 0.0%
Value ($000) $21 Shares 110 Est. Cost $133.75 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS 0.0%
Value ($000) $21 Shares 1,108 Est. Cost $18.19 Unrealized -3.5%
DBEF DBX ETF TR XTRACK MSCI EAFE 0.0%
Value ($000) $21 Shares 502 Est. Cost $36.98 Unrealized
GLPI GAMING AND LEISURE PROPERTIES 0.0%
Value ($000) $21 Shares 460 Est. Cost $45.21 Unrealized
NPKI NEWPARK RESOURCES, INC. 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $6.53 Unrealized +17.9%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $21 Shares 120 Est. Cost $133.14 Unrealized +19.4%
NMM NAVIOS MARITIME PARTNERS LP CO 0.0%
Value ($000) $20 Shares 398 Est. Cost $42.62 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $20 Shares 1,390 Est. Cost $16.26 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $85.47 Unrealized +5.7%
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $20 Shares 115 Est. Cost $170.10 Unrealized
CFFI C & F FINANCIAL CORPORATION 0.0%
Value ($000) $19 Shares 404 Est. Cost $45.71 Unrealized -9.1%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $19 Shares 550 Est. Cost $35.41 Unrealized 0.0%
IYJ ISHARES TR US INDUSTRIALS 0.0%
Value ($000) $19 Shares 160 Est. Cost $131.25 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $19 Shares 38 Est. Cost $347.46 Unrealized
SILVERBOW RESOURCES INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $34.14 Unrealized
COIN COINBASE GLOBAL INC CL A 0.0%
Value ($000) $18 Shares 81 Est. Cost $105.96 Unrealized +117.2%
IDV ISHARES TR INTL DIV ETF 0.0%
Value ($000) $18 Shares 649 Est. Cost $27.67 Unrealized
VFC V F CORP 0.0%
Value ($000) $18 Shares 1,324 Est. Cost $48.52 Unrealized -73.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $17 Shares 250 Est. Cost $68.14 Unrealized +2.3%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $17 Shares 235 Est. Cost $49.57 Unrealized +48.6%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $17 Shares 189 Est. Cost $64.25 Unrealized +51.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $17 Shares 350 Est. Cost $39.37 Unrealized +25.3%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $16 Shares 602 Est. Cost $20.45 Unrealized +28.2%
SWKS SKYWORKS SOLUTIONS, INC. 0.0%
Value ($000) $16 Shares 150 Est. Cost $92.87 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $15 Shares 70 Est. Cost $183.87 Unrealized +16.9%
IDRV ISHARES SELF-DRIVING EV&TECH 0.0%
Value ($000) $15 Shares 525 Est. Cost $38.36 Unrealized
BG BUNGE GLOBAL SA ADR 0.0%
Value ($000) $14 Shares 135 Est. Cost $99.54 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $14 Shares 211 Est. Cost $255.87 Unrealized -72.7%
CUBE CUBESMART COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $46.22 Unrealized
VRNS VARONIS SYSTEMS INC 0.0%
Value ($000) $13 Shares 275 Est. Cost $62.69 Unrealized -29.4%
IDU ISHARES TR U.S. UTILITS ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $113.33 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $13 Shares 144 Est. Cost $85.38 Unrealized +7.5%
OLN OLIN CORP 0.0%
Value ($000) $13 Shares 269 Est. Cost $50.92 Unrealized +0.3%
VSTS VESTIS CORP COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.45 Unrealized 0.0%
BL BLACKLINE INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $54.92 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $12 Shares 27 Est. Cost $387.95 Unrealized +9.2%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $12 Shares 140 Est. Cost $86.41 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.0%
Value ($000) $12 Shares 239 Est. Cost $46.71 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND 0.0%
Value ($000) $11 Shares 120 Est. Cost $94.73 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $11 Shares 82 Est. Cost $117.42 Unrealized
TOTALENERGIES SE ADR 0.0%
Value ($000) $11 Shares 165 Est. Cost $66.68 Unrealized
OCGN OCUGEN INC COM 0.0%
Value ($000) $11 Shares 7,000 Est. Cost $0.84 Unrealized +85.9%
BLACKROCK MUN INC TRUST II 0.0%
Value ($000) $11 Shares 999 Est. Cost $15.08 Unrealized
RY ROYAL BANK OF CANADA ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $88.10 Unrealized +16.7%
CAR AVIS BUDGET GROUP INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $137.99 Unrealized -18.7%
DVN DEVON ENERGY 0.0%
Value ($000) $10 Shares 220 Est. Cost $52.95 Unrealized -10.8%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $10 Shares 215 Est. Cost $49.21 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP A 0.0%
Value ($000) $10 Shares 195 Est. Cost $52.89 Unrealized 0.0%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $43.64 Unrealized +76.9%
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $10 Shares 120 Est. Cost $80.68 Unrealized 0.0%
REMX VANECK TRUST RARE EARTH ETF 0.0%
Value ($000) $10 Shares 233 Est. Cost $76.16 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNICATION 0.0%
Value ($000) $10 Shares 115 Est. Cost $68.68 Unrealized
CITIGROUP INC TIER 1 PREFERRED 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.94 Unrealized
JP MORGAN CHASE PREFERRED STOC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.94 Unrealized
UNITED STATES STEEL CORP COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $32.48 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS INC 0.0%
Value ($000) $9 Shares 3,571 Est. Cost $4.73 Unrealized -30.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $9 Shares 139 Est. Cost $64.00 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $9 Shares 321 Est. Cost $70.81 Unrealized -57.2%
MASI MASIMO CORP 0.0%
Value ($000) $9 Shares 70 Est. Cost $131.69 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $8 Shares 296 Est. Cost $26.69 Unrealized
QTWO Q2 HOLDINGS INC 0.0%
Value ($000) $8 Shares 140 Est. Cost $57.46 Unrealized 0.0%
DESTRA MULTI-ALTERNATIVE FD 0.0%
Value ($000) $8 Shares 1,027 Est. Cost $6.23 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $8 Shares 62 Est. Cost $134.54 Unrealized 0.0%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $2.50 Unrealized
PLAY DAVE & BUSTERS ENTERTAINMENT 0.0%
Value ($000) $8 Shares 200 Est. Cost $57.33 Unrealized -9.4%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $639.18 Unrealized +2.5%
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.0%
Value ($000) $8 Shares 118 Est. Cost $56.40 Unrealized
FV FIRST TR VI DORSEY WRT 5 ETF 0.0%
Value ($000) $7 Shares 130 Est. Cost $57.27 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $7 Shares 515 Est. Cost $11.33 Unrealized +41.1%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.92 Unrealized +66.2%
SHV ISHARES TR SHORT TREAS BD 0.0%
Value ($000) $7 Shares 64 Est. Cost $87.12 Unrealized
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value ($000) $7 Shares 115 Est. Cost $93.00 Unrealized
DOCN DIGITALOCEAN HOLDINGS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.60 Unrealized 0.0%
EQX EQUINOX GOLD CO 0.0%
Value ($000) $7 Shares 1,315 Est. Cost $5.57 Unrealized 0.0%
FLGT FULGENT GENETICS INC 0.0%
Value ($000) $7 Shares 350 Est. Cost $20.88 Unrealized 0.0%
IUSV ISHARES TR CORE S&P US VLU 0.0%
Value ($000) $7 Shares 77 Est. Cost $65.04 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN A 0.0%
Value ($000) $7 Shares 125 Est. Cost $57.84 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.0%
Value ($000) $7 Shares 90 Est. Cost $67.45 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $6 Shares 30 Est. Cost $180.20 Unrealized 0.0%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $6 Shares 385 Est. Cost $15.58 Unrealized
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $418.45 Unrealized 0.0%
CCOR CORE ALTERNATIVE ETF 0.0%
Value ($000) $6 Shares 234 Est. Cost $27.49 Unrealized
ERIC ERICSSON SPONS ADR 0.0%
Value ($000) $6 Shares 910 Est. Cost $5.91 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $6 Shares 28 Est. Cost $120.96 Unrealized +56.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $6 Shares 1,976 Est. Cost $2.83 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $33.93 Unrealized
CEG CONSTELLATION ENERGY CORPORATI 0.0%
Value ($000) $5 Shares 27 Est. Cost $140.32 Unrealized +43.9%
KNTK KINETIK HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $34.32 Unrealized +15.6%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $7.30 Unrealized -30.6%
EMLC VANECK JP MORGAN EMERGING MARK 0.0%
Value ($000) $5 Shares 226 Est. Cost $25.35 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $960.37 Unrealized +0.4%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.80 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.0%
Value ($000) $5 Shares 67 Est. Cost $70.10 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $71.78 Unrealized -3.2%
VAW VANGUARD WORLD FD MATERIALS ETF 0.0%
Value ($000) $5 Shares 25 Est. Cost $180.00 Unrealized
WBD WARNER BROS. DISCOVERY INC COM 0.0%
Value ($000) $5 Shares 625 Est. Cost $8.01 Unrealized 0.0%
EMB ISHARES JPMORGAN USD EMERGING 0.0%
Value ($000) $5 Shares 52 Est. Cost $89.06 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $5 Shares 72 Est. Cost $58.71 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $76.36 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1292.47 Unrealized 0.0%
NTR NUTRIEN LTD ADR 0.0%
Value ($000) $4 Shares 87 Est. Cost $79.54 Unrealized -34.8%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 166 Est. Cost $21.15 Unrealized +13.3%
TTWO TAKE-TWO INTERACTIVE SOFTWARE, 0.0%
Value ($000) $4 Shares 28 Est. Cost $151.69 Unrealized 0.0%
AME AMETEK INC NEW 0.0%
Value ($000) $4 Shares 26 Est. Cost $170.20 Unrealized +0.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $431.53 Unrealized +0.6%
IYM ISHARES TR U.S. BAS MTL ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $183.60 Unrealized -11.0%
SPG SIMON PROPERTY GROUP INC NEW C 0.0%
Value ($000) $4 Shares 27 Est. Cost $134.67 Unrealized +0.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $4 Shares 1 Est. Cost $3654.84 Unrealized 0.0%
WST WEST PHARMACEUTICAL SERVICES, 0.0%
Value ($000) $4 Shares 12 Est. Cost $351.74 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $100.80 Unrealized +2.9%
TOLZ PROSHARES DJ BROOKFIELD GLBL I 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.63 Unrealized
VNQI VANGUARD INTERNATIONAL EQUITY 0.0%
Value ($000) $4 Shares 96 Est. Cost $42.59 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $4 Shares 52 Est. Cost $72.33 Unrealized 0.0%
IQV IQVIA HOLDINGS 0.0%
Value ($000) $4 Shares 18 Est. Cost $227.18 Unrealized 0.0%
EQH EQUITABLE HOLDINGS INC 0.0%
Value ($000) $4 Shares 93 Est. Cost $37.77 Unrealized 0.0%
FTLS FIRST TRUST LONG/SHORT EQUITY 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.27 Unrealized
BABA ALIBABA GROUP HOLDING LTD SPON 0.0%
Value ($000) $4 Shares 50 Est. Cost $165.61 Unrealized
GILT GILAT SATELLITE NETWORKS SHS A 0.0%
Value ($000) $4 Shares 800 Est. Cost $5.32 Unrealized 0.0%
STE STERIS PLC ADR 0.0%
Value ($000) $4 Shares 16 Est. Cost $214.14 Unrealized 0.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 105 Est. Cost $48.40 Unrealized -26.6%
SMR NUSCALE POWER CORPORATION 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.07 Unrealized -35.7%
OXY/WS OCCIDENTAL PETROLEUM - WTS 8 0.0%
Value ($000) $3 Shares 85 Est. Cost $43.11 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $3 Shares 35 Est. Cost $92.66 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $77.32 Unrealized +5.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $122.65 Unrealized -5.4%
HOLX HOLOGIC INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $74.96 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $3 Shares 44 Est. Cost $51.79 Unrealized +29.6%
DXCM DEXCOM INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $125.70 Unrealized +0.6%
DLR DIGITAL REALTY TR INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $136.41 Unrealized 0.0%
PLD PROLOGIS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $104.48 Unrealized 0.0%
IFV FIRST TR VI DORSEY WRIGHT ETF 0.0%
Value ($000) $3 Shares 153 Est. Cost $19.67 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $3 Shares 85 Est. Cost $34.74 Unrealized 0.0%
FTRE FORTREA HOLDINGS INC 0.0%
Value ($000) $3 Shares 125 Est. Cost $29.59 Unrealized +4.9%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $237.69 Unrealized -0.7%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $3 Shares 47 Est. Cost $55.73 Unrealized 0.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.95 Unrealized 0.0%
VRSK VERISK ANALYTIC CL B 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +13.6%
AON AON PLC ADR 0.0%
Value ($000) $3 Shares 9 Est. Cost $306.03 Unrealized -4.4%
MRNA MODERNA INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $126.55 Unrealized 0.0%
CE CELANESE CORP 0.0%
Value ($000) $3 Shares 19 Est. Cost $150.66 Unrealized 0.0%
RMD RESMED INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $180.21 Unrealized +11.0%
GLW CORNING INC 0.0%
Value ($000) $2 Shares 63 Est. Cost $30.86 Unrealized +9.1%
MONEYLION INC CL A 0.0%
Value ($000) $2 Shares 33 Est. Cost $21.64 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $126.14 Unrealized 0.0%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.64 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $2 Shares 35 Est. Cost $65.81 Unrealized 0.0%
VTR VENTAS INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.49 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T WATER RES ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.50 Unrealized
HII HUNTINGTON INGALLS INDUSTRIES 0.0%
Value ($000) $2 Shares 9 Est. Cost $250.18 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $2 Shares 71 Est. Cost $28.32 Unrealized 0.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.03 Unrealized 0.0%
OKTA OKTA INC CL A 0.0%
Value ($000) $2 Shares 23 Est. Cost $93.93 Unrealized +0.8%
CRDL CARDIOL THERAPEUTICS INC CL A 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.61 Unrealized +248.1%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.66 Unrealized +5.6%
DOX AMDOCS LTD SHS ADR 0.0%
Value ($000) $2 Shares 25 Est. Cost $86.74 Unrealized -9.1%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $2 Shares 700 Est. Cost $25.63 Unrealized -88.9%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.98 Unrealized
SPDW SPDR PORT DEVELOPED WORLD EX-U 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.08 Unrealized
VICI VICI PROPERTIES INC 0.0%
Value ($000) $2 Shares 61 Est. Cost $26.06 Unrealized 0.0%
PSFE PAYSAFE LIMITED SHS ADR 0.0%
Value ($000) $2 Shares 91 Est. Cost $16.16 Unrealized +3.0%
FUELCELL ENERGY INC COM 0.0%
Value ($000) $2 Shares 2,355 Est. Cost $14.44 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $408.58 Unrealized -22.7%
MSCI MSCI INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $486.44 Unrealized 0.0%
ACHR ARCHER AVIATION INC CL A 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.47 Unrealized +50.4%
BFLY BUTTERFLY NETWORK INC CL A 0.0%
Value ($000) $1 Shares 1,563 Est. Cost $3.59 Unrealized -74.0%
WESTERN ASSET HIGH INCOME OP COM 0.0%
Value ($000) $1 Shares 326 Est. Cost $3.90 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $224.64 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.62 Unrealized +43.2%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 93 Est. Cost $27.00 Unrealized -58.2%
BYRN BYRNA TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.69 Unrealized +27.3%
DTIL PRECISION BIOSCIENCES INC 0.0%
Value ($000) $1 Shares 95 Est. Cost $11.78 Unrealized 0.0%
VTWO VANGUARD SCOTTS/VANGUARD RUSSE 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.09 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.75 Unrealized -69.9%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $145.59 Unrealized -91.6%
HLLY HOLLEY INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.15 Unrealized +23.9%
ALTABA INC ESCROW 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
AEVA AEVA TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 280 Est. Cost $3.26 Unrealized 0.0%
ESPR ESPERION THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 314 Est. Cost $14.56 Unrealized -83.8%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 390 Est. Cost $9.53 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL C 0.0%
Value ($000) $1 Shares 13 Est. Cost $41.54 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND 0.0%
Value ($000) $0 Shares 16 Est. Cost $25.06 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $3.00 Unrealized
RWO SPDR INDEX SHS FDS DJ GLB ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.50 Unrealized
UDR UDR INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $36.13 Unrealized 0.0%
SPIB SPDR SER TR PORTFOLIO INTRMD E 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.69 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.20 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.22 Unrealized 0.0%
QYLD GLOBAL X FDS NASDAQ 100 COVER 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.30 Unrealized -34.1%
SAGE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
CGC CANOPY GROWTH CORPORATION ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized +44.4%
CHAPARRAL ENERGY INC WT 0.0%
Value ($000) $0 Shares 13 Est. Cost $1.00 Unrealized
CHAPARRAL ENERGY INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $1.00 Unrealized
EVAXION BIOTECH A/S SPONSORED ADS 0.0%
Value ($000) $0 Shares 4 Est. Cost $3.00 Unrealized