SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 8, 2024

Total Value ($000): $1,451,017 (100.0% shares, 0.0% debt)

Holdings (612)

MSFT Microsoft Corp 5.8%
Value ($000) $83,842 Shares 194,846 Est. Cost $49.89 Unrealized +748.1%
AAPL Apple Inc 4.7%
Value ($000) $68,464 Shares 293,839 Est. Cost $105.49 Unrealized +110.4%
BRK/B Berkshire Hathaway Inc-Cl B 3.5%
Value ($000) $51,466 Shares 111,820 Est. Cost $184.18 Unrealized +140.1%
AVGO Broadcom Inc 2.9%
Value ($000) $41,610 Shares 241,219 Est. Cost $145.27 Unrealized +8.8%
PHYS Sprott Physical Gold Tr Unit 2.7%
Value ($000) $39,376 Shares 1,932,095 Est. Cost $14.40 Unrealized
JPM JP Morgan Chase & CO 2.2%
Value ($000) $32,150 Shares 152,473 Est. Cost $64.05 Unrealized +220.0%
AMZN Amazon.Com Inc 2.2%
Value ($000) $31,238 Shares 167,648 Est. Cost $125.04 Unrealized +45.9%
MA Mastercard Inc-A 2.1%
Value ($000) $29,755 Shares 60,258 Est. Cost $138.02 Unrealized +234.5%
DHR Danaher Corp 1.9%
Value ($000) $28,049 Shares 100,890 Est. Cost $67.49 Unrealized +288.8%
ORCL Oracle Corporation Com 1.9%
Value ($000) $27,823 Shares 163,282 Est. Cost $83.26 Unrealized +71.8%
IVV Ishares Core S&P 500 ETF 1.9%
Value ($000) $27,080 Shares 46,947 Est. Cost $231.07 Unrealized
KO Coca Cola CO 1.7%
Value ($000) $24,382 Shares 339,304 Est. Cost $37.56 Unrealized +74.8%
HD Home Depot Inc 1.6%
Value ($000) $23,079 Shares 56,958 Est. Cost $115.16 Unrealized +206.2%
TJX TJX Companies 1.6%
Value ($000) $22,860 Shares 194,491 Est. Cost $44.06 Unrealized +155.9%
COST Costco Whsl Corp New 1.5%
Value ($000) $22,036 Shares 24,857 Est. Cost $147.71 Unrealized +483.5%
V Visa Inc 1.5%
Value ($000) $22,028 Shares 80,117 Est. Cost $104.54 Unrealized +156.1%
GOOG Alphabet Inc Cl C 1.5%
Value ($000) $21,962 Shares 131,361 Est. Cost $109.23 Unrealized +54.0%
ADBE Adobe Inc 1.5%
Value ($000) $21,548 Shares 41,617 Est. Cost $230.60 Unrealized +137.8%
WMT Walmart Inc 1.5%
Value ($000) $21,192 Shares 262,441 Est. Cost $48.03 Unrealized +50.9%
ELV Elevance Health INC 1.5%
Value ($000) $21,050 Shares 40,481 Est. Cost $154.81 Unrealized +236.4%
SHY Ishares Barclays 1-3 Year Tr E 1.4%
Value ($000) $19,902 Shares 239,346 Est. Cost $84.88 Unrealized
ROP Roper Technologies Inc 1.4%
Value ($000) $19,760 Shares 35,511 Est. Cost $365.01 Unrealized +49.2%
PH Parker Hannifin Corp Com 1.3%
Value ($000) $19,435 Shares 30,761 Est. Cost $331.04 Unrealized +69.3%
ISRG Intuitive Surgical Inc 1.3%
Value ($000) $18,315 Shares 37,280 Est. Cost $294.88 Unrealized +57.9%
NEE Nextera Energy Inc 1.2%
Value ($000) $17,978 Shares 212,686 Est. Cost $62.07 Unrealized +20.6%
NOW Servicenow Inc 1.2%
Value ($000) $17,926 Shares 20,043 Est. Cost $40.54 Unrealized +305.5%
VEU Vanguard Ftse All-World Ex-US 1.1%
Value ($000) $16,406 Shares 260,418 Est. Cost $48.64 Unrealized
CB Chubb Limited Com 1.1%
Value ($000) $15,623 Shares 54,173 Est. Cost $153.61 Unrealized +76.3%
SPY Spdr S&P 500 Etf Tr Tr Unit 1.1%
Value ($000) $15,489 Shares 26,996 Est. Cost $292.06 Unrealized
ABBV Abbvie Inc 1.0%
Value ($000) $14,683 Shares 74,353 Est. Cost $93.14 Unrealized +91.9%
CVX Chevron Corporation 1.0%
Value ($000) $14,164 Shares 96,180 Est. Cost $90.32 Unrealized +55.0%
SONY Sony Group Corp Spons ADR 1.0%
Value ($000) $13,800 Shares 142,902 Est. Cost $60.29 Unrealized
PG Procter & Gamble Company 0.9%
Value ($000) $13,682 Shares 78,995 Est. Cost $64.29 Unrealized +155.4%
LHX L3 Harris Technologies Inc 0.9%
Value ($000) $13,647 Shares 57,370 Est. Cost $178.04 Unrealized +26.2%
BSX Boston Scientific Corp 0.9%
Value ($000) $13,218 Shares 157,733 Est. Cost $36.45 Unrealized +116.3%
ACN Accenture PLC ADR 0.9%
Value ($000) $12,830 Shares 36,296 Est. Cost $286.59 Unrealized +12.6%
MDLZ Mondelez International Inc 0.9%
Value ($000) $12,768 Shares 173,318 Est. Cost $33.12 Unrealized +102.9%
ROK Rockwell Automation, Inc 0.9%
Value ($000) $12,533 Shares 46,684 Est. Cost $240.63 Unrealized +7.8%
UNP Union Pac Corp 0.9%
Value ($000) $12,509 Shares 50,751 Est. Cost $118.91 Unrealized +97.3%
VIG Vanguard Dividend Apprec ETF 0.9%
Value ($000) $12,478 Shares 63,001 Est. Cost $122.45 Unrealized
JNJ Johnson & Johnson 0.8%
Value ($000) $11,202 Shares 69,122 Est. Cost $91.40 Unrealized +67.0%
GOOGL Alphabet Inc Cl A 0.7%
Value ($000) $10,848 Shares 65,411 Est. Cost $111.34 Unrealized +49.7%
ICE Intercontinental Exchange Inc 0.7%
Value ($000) $10,211 Shares 63,566 Est. Cost $103.32 Unrealized +46.8%
LLY Eli Lilly & CO. 0.7%
Value ($000) $9,863 Shares 11,133 Est. Cost $99.23 Unrealized +797.2%
VCSH Vanguard Scottsdale Fds Shrt Trm Corp Bd 0.7%
Value ($000) $9,567 Shares 120,462 Est. Cost $82.54 Unrealized
BAC Bank of America Corp 0.6%
Value ($000) $9,370 Shares 236,143 Est. Cost $16.79 Unrealized +130.9%
Barrick Gold Corp 0.6%
Value ($000) $9,317 Shares 468,444 Est. Cost $20.77 Unrealized
PEP Pepsico Inc 0.6%
Value ($000) $8,618 Shares 50,682 Est. Cost $82.83 Unrealized +96.7%
STZ Constellation Brands Inc 0.6%
Value ($000) $8,575 Shares 33,275 Est. Cost $230.31 Unrealized +4.3%
BSV Vanguard Bd Index Fds Short Trm Bond 0.6%
Value ($000) $8,227 Shares 104,549 Est. Cost $82.35 Unrealized
META Meta Platforms, Inc. Class A 0.6%
Value ($000) $8,168 Shares 14,269 Est. Cost $222.82 Unrealized +129.8%
XOM Exxon Mobil Corp 0.5%
Value ($000) $7,902 Shares 67,413 Est. Cost $64.04 Unrealized +71.8%
AMGN Amgen Inc 0.5%
Value ($000) $7,841 Shares 24,334 Est. Cost $189.72 Unrealized +65.1%
VUG Vanguard Growth ETF 0.5%
Value ($000) $7,578 Shares 19,737 Est. Cost $372.79 Unrealized
LOW Lowes Cos Inc 0.5%
Value ($000) $6,867 Shares 25,354 Est. Cost $145.35 Unrealized +62.5%
MSI Motorola Solutions, Inc 0.4%
Value ($000) $6,461 Shares 14,370 Est. Cost $154.00 Unrealized +166.7%
SYK Stryker Corp 0.4%
Value ($000) $6,325 Shares 17,509 Est. Cost $158.23 Unrealized +115.2%
SNA Snap On Inc 0.4%
Value ($000) $6,317 Shares 21,804 Est. Cost $207.49 Unrealized +28.1%
NVO Novo Nordisk As Spons ADR 0.4%
Value ($000) $6,040 Shares 50,725 Est. Cost $84.91 Unrealized
IBM Intl. Business Machines Corp 0.4%
Value ($000) $5,923 Shares 26,789 Est. Cost $119.99 Unrealized +57.5%
ABT Abbott Labs 0.4%
Value ($000) $5,885 Shares 51,618 Est. Cost $93.98 Unrealized +13.9%
SHEL Shell PLC Spon ADR 0.4%
Value ($000) $5,701 Shares 86,445 Est. Cost $57.74 Unrealized
IJR Ishares Core S&P Small-Cap ETF 0.4%
Value ($000) $5,638 Shares 48,201 Est. Cost $109.67 Unrealized
IGSB Ishares Tr Ishs 1-5Yr Invs 0.4%
Value ($000) $5,599 Shares 106,318 Est. Cost $54.77 Unrealized
DUK Duke Energy Corp 0.4%
Value ($000) $5,474 Shares 47,477 Est. Cost $51.86 Unrealized +104.2%
CSCO Cisco Systems Inc 0.4%
Value ($000) $5,385 Shares 101,186 Est. Cost $18.74 Unrealized +149.6%
EMR Emerson Electric 0.4%
Value ($000) $5,300 Shares 48,455 Est. Cost $48.42 Unrealized +117.0%
VEA Vanguard Ftse Developed Market 0.4%
Value ($000) $5,232 Shares 99,076 Est. Cost $39.84 Unrealized
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $5,148 Shares 8,805 Est. Cost $323.77 Unrealized +69.4%
RSG Republic Services Inc 0.4%
Value ($000) $5,141 Shares 25,597 Est. Cost $56.57 Unrealized +250.0%
HON Honeywell International Inc 0.4%
Value ($000) $5,100 Shares 24,671 Est. Cost $70.78 Unrealized +166.1%
AZN Astrazeneca PLC Spons ADR 0.3%
Value ($000) $5,044 Shares 64,747 Est. Cost $42.60 Unrealized
FISV Fiserv Inc 0.3%
Value ($000) $5,004 Shares 27,856 Est. Cost $54.13 Unrealized +204.7%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $4,877 Shares 17,622 Est. Cost $56.96 Unrealized +345.0%
NKE Nike Inc Class B Com 0.3%
Value ($000) $4,831 Shares 54,644 Est. Cost $74.41 Unrealized +2.2%
VO Vanguard Ind Fd Mid-Cap 0.3%
Value ($000) $4,723 Shares 17,901 Est. Cost $162.55 Unrealized
CRM Salesforce Inc. 0.3%
Value ($000) $4,613 Shares 16,852 Est. Cost $150.15 Unrealized +69.0%
ZS Zscaler Inc Com 0.3%
Value ($000) $4,542 Shares 26,568 Est. Cost $203.03 Unrealized -10.0%
DIS Disney Walt Co New 0.3%
Value ($000) $4,504 Shares 46,825 Est. Cost $73.14 Unrealized +23.8%
MCD McDonalds Corp 0.3%
Value ($000) $4,495 Shares 14,761 Est. Cost $140.75 Unrealized +89.5%
LNG Cheniere Energy Inc Com 0.3%
Value ($000) $4,447 Shares 24,725 Est. Cost $164.34 Unrealized +9.4%
PYPL Paypal Holdings Inc 0.3%
Value ($000) $4,272 Shares 54,750 Est. Cost $62.71 Unrealized +6.4%
South State Corporation 0.3%
Value ($000) $4,166 Shares 42,865 Est. Cost $70.10 Unrealized
H Hyatt Hotels Corporation 0.3%
Value ($000) $4,123 Shares 27,092 Est. Cost $121.87 Unrealized +20.4%
BP BP PLC Spons ADR 0.3%
Value ($000) $4,028 Shares 128,307 Est. Cost $38.02 Unrealized
AXP American Express CO 0.3%
Value ($000) $3,875 Shares 14,287 Est. Cost $153.53 Unrealized +59.7%
MRK Merck & Co Inc 0.3%
Value ($000) $3,866 Shares 34,044 Est. Cost $47.91 Unrealized +135.8%
FCNCA First Citizens Bancshares Inc 0.3%
Value ($000) $3,866 Shares 2,100 Est. Cost $1392.36 Unrealized +36.3%
BHP Bhp Group Limited ADR 0.3%
Value ($000) $3,783 Shares 60,915 Est. Cost $59.31 Unrealized
CMCSA Comcast Corp-Cl A 0.3%
Value ($000) $3,636 Shares 87,038 Est. Cost $27.03 Unrealized +39.7%
QQQ Invesco Qqq Tr Unit Ser 1 0.2%
Value ($000) $3,401 Shares 6,968 Est. Cost $205.19 Unrealized
VV Vanguard Index Fds Large Cap Etf 0.2%
Value ($000) $3,282 Shares 12,466 Est. Cost $106.02 Unrealized
PFF Ishares Preferred & Income Sec 0.2%
Value ($000) $3,153 Shares 94,891 Est. Cost $37.57 Unrealized
VTV Vanguard Index Fds Value Etf 0.2%
Value ($000) $3,147 Shares 18,025 Est. Cost $150.36 Unrealized
CNC Centene Corp 0.2%
Value ($000) $3,107 Shares 41,276 Est. Cost $67.11 Unrealized +9.2%
ULTA Ulta Beauty Inc 0.2%
Value ($000) $3,106 Shares 7,983 Est. Cost $264.53 Unrealized +41.8%
NVDA Nvidia Corp 0.2%
Value ($000) $2,959 Shares 24,369 Est. Cost $95.44 Unrealized +23.7%
IWF Ishares Russell 1000 Growth ET 0.2%
Value ($000) $2,866 Shares 7,634 Est. Cost $220.63 Unrealized
SO Southern CO 0.2%
Value ($000) $2,738 Shares 30,357 Est. Cost $39.19 Unrealized +108.3%
IWR Ishares Russell Midcap ETF 0.2%
Value ($000) $2,707 Shares 30,713 Est. Cost $72.34 Unrealized
VBR Vanguard Index Fds Sm Cp Val Etf 0.2%
Value ($000) $2,533 Shares 12,616 Est. Cost $131.98 Unrealized
MINT Pimco Etf Tr Enhan Shrt Ma Ac 0.2%
Value ($000) $2,525 Shares 25,081 Est. Cost $101.22 Unrealized
PM Philip Morris International 0.2%
Value ($000) $2,381 Shares 19,613 Est. Cost $65.12 Unrealized +68.6%
VB Vanguard Index Fds Small Cp Etf 0.2%
Value ($000) $2,375 Shares 10,013 Est. Cost $171.91 Unrealized
VTI Vanguard Index Fds Total Stk Mkt 0.2%
Value ($000) $2,218 Shares 7,834 Est. Cost $124.99 Unrealized
DIA SPDR Djia Trust 0.2%
Value ($000) $2,204 Shares 5,208 Est. Cost $178.92 Unrealized
VGT Vanguard Info Tech ETF 0.1%
Value ($000) $2,113 Shares 3,602 Est. Cost $428.37 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $2,106 Shares 3,603 Est. Cost $330.54 Unrealized +56.2%
MO Altria Group Inc 0.1%
Value ($000) $2,049 Shares 40,150 Est. Cost $29.02 Unrealized +56.9%
VZ Verizon Communications 0.1%
Value ($000) $2,048 Shares 45,595 Est. Cost $34.63 Unrealized +10.8%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $1,984 Shares 18,943 Est. Cost $69.38 Unrealized +45.4%
TIP Ishares Barclays TIPS Bond ETF 0.1%
Value ($000) $1,932 Shares 17,487 Est. Cost $125.70 Unrealized
ECL Ecolab Inc Com 0.1%
Value ($000) $1,924 Shares 7,536 Est. Cost $170.47 Unrealized +41.4%
MS Morgan Stanley 0.1%
Value ($000) $1,882 Shares 18,053 Est. Cost $49.99 Unrealized +93.8%
DEO Diageo PLC ADR 0.1%
Value ($000) $1,868 Shares 13,308 Est. Cost $124.49 Unrealized
EOG Eog Res Inc 0.1%
Value ($000) $1,804 Shares 14,671 Est. Cost $69.85 Unrealized +72.4%
IWD Ishares Russell 1000 Value ETF 0.1%
Value ($000) $1,802 Shares 9,496 Est. Cost $140.44 Unrealized
XLE Energy Select Sector SPDR 0.1%
Value ($000) $1,730 Shares 19,702 Est. Cost $56.78 Unrealized
IJH Ishares Core S&P Mid-Cap ETF 0.1%
Value ($000) $1,711 Shares 27,454 Est. Cost $75.66 Unrealized
USB US Bancorp 0.1%
Value ($000) $1,630 Shares 35,636 Est. Cost $33.19 Unrealized +23.9%
ROST Ross Stores Inc Com 0.1%
Value ($000) $1,605 Shares 10,663 Est. Cost $88.56 Unrealized +64.1%
AFL Aflac Inc 0.1%
Value ($000) $1,516 Shares 13,564 Est. Cost $29.98 Unrealized +229.4%
GS Goldman Sachs Group Inc Com 0.1%
Value ($000) $1,496 Shares 3,021 Est. Cost $171.03 Unrealized +177.8%
EFA Ishares Msci Eafe ETF 0.1%
Value ($000) $1,433 Shares 17,136 Est. Cost $67.83 Unrealized
BMY Bristol Myers Squibb CO 0.1%
Value ($000) $1,423 Shares 27,503 Est. Cost $39.16 Unrealized +11.5%
EFV Ishares Msci Eafe Value ETF 0.1%
Value ($000) $1,421 Shares 24,706 Est. Cost $47.22 Unrealized
PSX Phillips 66 0.1%
Value ($000) $1,373 Shares 10,448 Est. Cost $50.61 Unrealized +153.7%
NUE Nucor Corp 0.1%
Value ($000) $1,341 Shares 8,918 Est. Cost $39.57 Unrealized +271.0%
RTX RTX CORPORATION 0.1%
Value ($000) $1,315 Shares 10,857 Est. Cost $58.01 Unrealized +91.5%
UPS United Parcel Svc Inc Cl B 0.1%
Value ($000) $1,309 Shares 9,599 Est. Cost $76.90 Unrealized +56.7%
DON Wisdomtree US Midcap Dividend 0.1%
Value ($000) $1,297 Shares 25,363 Est. Cost $46.05 Unrealized
FTV Fortive Corp 0.1%
Value ($000) $1,237 Shares 15,666 Est. Cost $49.26 Unrealized +11.0%
TMUS T-Mobile US Inc Com 0.1%
Value ($000) $1,220 Shares 5,914 Est. Cost $186.25 Unrealized +0.6%
NVS Novartis Ag Sponsored ADR 0.1%
Value ($000) $1,196 Shares 10,395 Est. Cost $84.51 Unrealized
CCI Crown Castle Inc 0.1%
Value ($000) $1,188 Shares 10,014 Est. Cost $101.83 Unrealized +0.2%
Blackrock Inc Class A 0.1%
Value ($000) $1,188 Shares 1,251 Est. Cost $773.42 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $1,179 Shares 8,787 Est. Cost $98.93 Unrealized +23.2%
BDX Becton Dickinson & CO 0.1%
Value ($000) $1,151 Shares 4,774 Est. Cost $195.89 Unrealized +16.2%
CAT Caterpillar Inc 0.1%
Value ($000) $1,138 Shares 2,910 Est. Cost $129.70 Unrealized +161.1%
TROW Price T Rowe Group Inc 0.1%
Value ($000) $1,096 Shares 10,064 Est. Cost $104.38 Unrealized -2.1%
MTB M & T BK Corp 0.1%
Value ($000) $1,093 Shares 6,139 Est. Cost $124.77 Unrealized +27.5%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $1,082 Shares 5,211 Est. Cost $119.13 Unrealized +71.5%
LIN Linde Plc ADR 0.1%
Value ($000) $1,073 Shares 2,250 Est. Cost $350.99 Unrealized +27.6%
DGRO Ishares Core Dividend Growth E 0.1%
Value ($000) $1,070 Shares 17,061 Est. Cost $56.63 Unrealized
VIS Vanguard Industrials ETF 0.1%
Value ($000) $1,069 Shares 4,110 Est. Cost $234.21 Unrealized
TSCO Tractor Supply CO 0.1%
Value ($000) $1,028 Shares 3,533 Est. Cost $33.58 Unrealized +56.4%
GILD Gilead Sciences Inc 0.1%
Value ($000) $1,007 Shares 12,010 Est. Cost $53.04 Unrealized +37.8%
ITW Illinois Tool Works 0.1%
Value ($000) $933 Shares 3,562 Est. Cost $127.92 Unrealized +85.5%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $925 Shares 4,232 Est. Cost $202.82 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $919 Shares 5,050 Est. Cost $88.70 Unrealized
TFC Truist Financial Corp 0.1%
Value ($000) $913 Shares 21,350 Est. Cost $42.22 Unrealized -6.3%
RNST Renasant Corp 0.1%
Value ($000) $910 Shares 28,000 Est. Cost $30.54 Unrealized +8.7%
PFE Pfizer Inc 0.1%
Value ($000) $894 Shares 30,880 Est. Cost $23.54 Unrealized +13.3%
TXN Texas Instruments 0.1%
Value ($000) $883 Shares 4,276 Est. Cost $116.27 Unrealized +66.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $882 Shares 5,185 Est. Cost $107.16 Unrealized +59.7%
DE Deere & CO. 0.1%
Value ($000) $867 Shares 2,077 Est. Cost $155.68 Unrealized +137.2%
IEFA Ishares Core Msci Eafe ETF 0.1%
Value ($000) $846 Shares 10,835 Est. Cost $67.83 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $840 Shares 24,318 Est. Cost $24.93 Unrealized +33.2%
MOS Mosaic Co New Com 0.1%
Value ($000) $838 Shares 31,301 Est. Cost $24.59 Unrealized +7.0%
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $828 Shares 11,541 Est. Cost $53.92 Unrealized
DVY Ishares DJ Select Dividend ETF 0.1%
Value ($000) $818 Shares 6,056 Est. Cost $87.26 Unrealized
D Dominion Energy Inc 0.1%
Value ($000) $816 Shares 14,128 Est. Cost $54.25 Unrealized -5.7%
NXPI NXP Semiconductors ADR 0.1%
Value ($000) $808 Shares 3,368 Est. Cost $248.61 Unrealized -1.8%
ASTS Ast Spacemobile Inc 0.1%
Value ($000) $799 Shares 30,542 Est. Cost $22.55 Unrealized 0.0%
HELO JP Morgan Hedged Equity ETF 0.1%
Value ($000) $795 Shares 13,004 Est. Cost $60.74 Unrealized
VSS Vanguard Ftse All World X-US S 0.1%
Value ($000) $786 Shares 6,244 Est. Cost $100.41 Unrealized
VCIT Vanguard Inter Term Corp Bo .1 0.1%
Value ($000) $783 Shares 9,354 Est. Cost $89.68 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $782 Shares 2,989 Est. Cost $214.67 Unrealized +6.2%
PPG Ppg Industries Inc 0.1%
Value ($000) $780 Shares 5,890 Est. Cost $100.93 Unrealized +20.9%
MMM 3M Co 0.1%
Value ($000) $772 Shares 5,648 Est. Cost $88.12 Unrealized +35.2%
ETN Eaton Corp PLC ADR 0.1%
Value ($000) $732 Shares 2,209 Est. Cost $115.43 Unrealized +161.0%
HDV Ishares Core High Dividend ETF 0.1%
Value ($000) $728 Shares 6,193 Est. Cost $99.77 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $724 Shares 4,698 Est. Cost $75.98 Unrealized
XLF Financial Select Sector SPDR 0.0%
Value ($000) $715 Shares 15,766 Est. Cost $31.73 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $714 Shares 3,535 Est. Cost $100.86 Unrealized +100.6%
IWM Ishares Russell 2000 ETF 0.0%
Value ($000) $691 Shares 3,127 Est. Cost $197.95 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $673 Shares 3,547 Est. Cost $61.80 Unrealized +179.7%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $672 Shares 4,122 Est. Cost $72.64 Unrealized +125.7%
GLD Spdr Gold Tr Gold Shs 0.0%
Value ($000) $669 Shares 2,754 Est. Cost $171.63 Unrealized
AEP American Elec Pwr Inc 0.0%
Value ($000) $668 Shares 6,509 Est. Cost $44.95 Unrealized +107.0%
IJK Ishares S&P Midcap 400/Grwth E 0.0%
Value ($000) $647 Shares 7,036 Est. Cost $104.55 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $636 Shares 2,104 Est. Cost $134.31 Unrealized +113.3%
COF Capital One Financial 0.0%
Value ($000) $634 Shares 4,232 Est. Cost $71.12 Unrealized +96.7%
YUM Yum! Brands Inc 0.0%
Value ($000) $631 Shares 4,518 Est. Cost $70.91 Unrealized +82.4%
IWP Ishares Russell Midcap Grwth E 0.0%
Value ($000) $619 Shares 5,281 Est. Cost $102.70 Unrealized
DES Wisdomtree Tr US Smallcap Divi 0.0%
Value ($000) $613 Shares 17,766 Est. Cost $31.21 Unrealized
AGG Ishares Core U.S. Aggregate ET 0.0%
Value ($000) $602 Shares 5,941 Est. Cost $101.83 Unrealized
CL Colgate Palmolive CO 0.0%
Value ($000) $587 Shares 5,658 Est. Cost $58.95 Unrealized +67.8%
RING Ishares MSCI Global Gold Min E 0.0%
Value ($000) $578 Shares 17,508 Est. Cost $17.19 Unrealized
LYB Lyondellbasell Industries N Shs - A - 0.0%
Value ($000) $577 Shares 6,017 Est. Cost $58.39 Unrealized +45.8%
VYM Vanguard High Dvd Yield ETF 0.0%
Value ($000) $568 Shares 4,431 Est. Cost $100.77 Unrealized
IWV Ishares Tr Russell 3000 Etf 0.0%
Value ($000) $561 Shares 1,717 Est. Cost $250.88 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $559 Shares 6,944 Est. Cost $17.13 Unrealized +300.0%
COP Conocophillips 0.0%
Value ($000) $545 Shares 5,178 Est. Cost $68.56 Unrealized +53.3%
NSC Norfolk Southern Corp 0.0%
Value ($000) $541 Shares 2,178 Est. Cost $182.27 Unrealized +27.8%
FBNC First Bancorp NC Com 0.0%
Value ($000) $540 Shares 12,989 Est. Cost $37.07 Unrealized +4.2%
KRG Kite Realty Group Trust REIT 0.0%
Value ($000) $528 Shares 19,885 Est. Cost $21.06 Unrealized
SHW Sherwin-Williams CO 0.0%
Value ($000) $527 Shares 1,380 Est. Cost $285.09 Unrealized +21.0%
WFC Wells Fargo & CO 0.0%
Value ($000) $526 Shares 9,311 Est. Cost $34.49 Unrealized +59.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $516 Shares 2,202 Est. Cost $128.58 Unrealized +67.5%
EA Electronic Arts Inc 0.0%
Value ($000) $509 Shares 3,551 Est. Cost $108.44 Unrealized +32.8%
CEF Sprott Physical Gold & Silve Tr Unit 0.0%
Value ($000) $504 Shares 20,576 Est. Cost $19.15 Unrealized
Unilever PLC 0.0%
Value ($000) $497 Shares 7,648 Est. Cost $46.83 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $495 Shares 3,388 Est. Cost $79.87 Unrealized +71.8%
AYI Acuity Brands, Inc. 0.0%
Value ($000) $494 Shares 1,794 Est. Cost $167.38 Unrealized +47.9%
GPC Genuine Parts CO 0.0%
Value ($000) $476 Shares 3,407 Est. Cost $83.86 Unrealized +58.3%
BX Blackstone Inc. 0.0%
Value ($000) $456 Shares 2,976 Est. Cost $84.86 Unrealized +57.5%
PEY Invesco Exchange Traded Fd T Hig Yld Eq Div 0.0%
Value ($000) $441 Shares 20,111 Est. Cost $18.07 Unrealized
T AT & T Inc 0.0%
Value ($000) $428 Shares 19,445 Est. Cost $13.25 Unrealized +41.8%
IJJ Ishares S&P Midcap 400/Value E 0.0%
Value ($000) $406 Shares 3,285 Est. Cost $111.52 Unrealized
PSLV Sprott Physical Silver Tr Tr Unit 0.0%
Value ($000) $406 Shares 38,826 Est. Cost $8.96 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $405 Shares 1,480 Est. Cost $197.84 Unrealized +42.2%
PNC PNC Financial Services Group 0.0%
Value ($000) $387 Shares 2,094 Est. Cost $69.64 Unrealized +140.5%
MUSA Murphy Usa Inc Com 0.0%
Value ($000) $385 Shares 781 Est. Cost $46.15 Unrealized +979.4%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $384 Shares 2,824 Est. Cost $71.72 Unrealized +74.4%
IP International Paper CO 0.0%
Value ($000) $383 Shares 7,839 Est. Cost $31.86 Unrealized +38.7%
BA Boeing Company 0.0%
Value ($000) $377 Shares 2,481 Est. Cost $163.25 Unrealized +5.0%
TGT Target Corp 0.0%
Value ($000) $377 Shares 2,420 Est. Cost $84.68 Unrealized +66.5%
PRK Park National Corp Com 0.0%
Value ($000) $360 Shares 2,141 Est. Cost $106.18 Unrealized +56.1%
INTU Intuit 0.0%
Value ($000) $351 Shares 565 Est. Cost $253.36 Unrealized +149.8%
Arista Networks Inc 0.0%
Value ($000) $346 Shares 901 Est. Cost $323.40 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $341 Shares 3,497 Est. Cost $74.48 Unrealized +11.2%
GBTC Grayscale Bitcoin Tr Btc Shs Rep Com Ut 0.0%
Value ($000) $334 Shares 6,606 Est. Cost $63.17 Unrealized
IJS Ishares S&P Smallcap 600/Val E 0.0%
Value ($000) $325 Shares 3,020 Est. Cost $103.67 Unrealized
INTC Intel Corp 0.0%
Value ($000) $320 Shares 13,646 Est. Cost $20.93 Unrealized +18.9%
CTVA Corteva Inc 0.0%
Value ($000) $319 Shares 5,419 Est. Cost $25.02 Unrealized +115.0%
LYFT Lyft Inc Cl A Com 0.0%
Value ($000) $306 Shares 23,972 Est. Cost $13.09 Unrealized -8.8%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $306 Shares 894 Est. Cost $114.15 Unrealized +47.5%
XLK Select Sector Spdr Tr Technology 0.0%
Value ($000) $298 Shares 1,320 Est. Cost $100.37 Unrealized
Royce Small Cap Trust 0.0%
Value ($000) $298 Shares 18,972 Est. Cost $14.47 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $292 Shares 2,809 Est. Cost $47.48 Unrealized +95.9%
TTD The Trade Desk Inc Cl A 0.0%
Value ($000) $285 Shares 2,600 Est. Cost $90.22 Unrealized +10.6%
SJM Jm Smucker CO/The-New 0.0%
Value ($000) $284 Shares 2,348 Est. Cost $115.33 Unrealized -3.3%
SPMD SPDR Portfolio S&P 400 Mid Cap 0.0%
Value ($000) $282 Shares 5,160 Est. Cost $51.30 Unrealized
DD Dupont DE Nemours Inc 0.0%
Value ($000) $278 Shares 3,120 Est. Cost $27.32 Unrealized +20.7%
RWR SPDR Dow Jones REIT ETF 0.0%
Value ($000) $277 Shares 2,598 Est. Cost $78.65 Unrealized
Discover Finl Svcs 0.0%
Value ($000) $276 Shares 1,968 Est. Cost $65.73 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $272 Shares 4,163 Est. Cost $49.42 Unrealized +14.5%
FLR Fluor Corp New 0.0%
Value ($000) $262 Shares 5,500 Est. Cost $16.42 Unrealized +187.3%
GE GE Aerospace 0.0%
Value ($000) $253 Shares 1,343 Est. Cost $115.26 Unrealized +45.7%
SHYG iShares 0-5 Year High Yield Co 0.0%
Value ($000) $252 Shares 5,795 Est. Cost $42.85 Unrealized
MDY Spdr S&P Midcap 400 Etf Tr Utser1 S&Pdcrp 0.0%
Value ($000) $251 Shares 440 Est. Cost $343.84 Unrealized
APO Apollo Global Mgmt Inc Com 0.0%
Value ($000) $250 Shares 2,000 Est. Cost $61.02 Unrealized +85.6%
DOW Dow Inc 0.0%
Value ($000) $249 Shares 4,558 Est. Cost $36.71 Unrealized +30.5%
IWS Ishares Russell Midcap Value E 0.0%
Value ($000) $243 Shares 1,834 Est. Cost $116.58 Unrealized
AIVL Wisdomtree US Dividend Ex-Fina 0.0%
Value ($000) $236 Shares 2,124 Est. Cost $65.22 Unrealized
APD Air Prods & Chems Inc 0.0%
Value ($000) $224 Shares 753 Est. Cost $251.14 Unrealized +4.8%
CNI Canadian National Railway CO 0.0%
Value ($000) $217 Shares 1,854 Est. Cost $85.39 Unrealized +32.6%
PLTR Palantir Technologies Inc Cl A 0.0%
Value ($000) $210 Shares 5,652 Est. Cost $17.15 Unrealized +79.0%
IWY Ishares Russell Top 200 Growth 0.0%
Value ($000) $204 Shares 929 Est. Cost $175.22 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $201 Shares 1,413 Est. Cost $90.56 Unrealized +48.2%
RMOP Tidal Trust Iii Rockefeller Opp 0.0%
Value ($000) $201 Shares 7,750 Est. Cost $25.91 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $200 Shares 2,049 Est. Cost $93.65 Unrealized
FNDX Schwab Strategic Tr Fundamental Us L 0.0%
Value ($000) $199 Shares 2,770 Est. Cost $67.39 Unrealized
XLB Materials Select SPDR Fund 0.0%
Value ($000) $197 Shares 2,043 Est. Cost $69.00 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $196 Shares 1,891 Est. Cost $66.16 Unrealized +57.2%
BSET Bassett Furniture Industries I 0.0%
Value ($000) $196 Shares 13,552 Est. Cost $19.19 Unrealized -35.0%
Village Bank And Trust Finl Co 0.0%
Value ($000) $195 Shares 2,557 Est. Cost $51.62 Unrealized
SHOP Shopify Inc Cl B 0.0%
Value ($000) $192 Shares 2,400 Est. Cost $66.33 Unrealized +4.1%
ATO Atmos Energy Corporation 0.0%
Value ($000) $191 Shares 1,380 Est. Cost $87.96 Unrealized +41.5%
IJT Ishares S&P Smallcap/600 Growt 0.0%
Value ($000) $185 Shares 1,325 Est. Cost $117.30 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $179 Shares 2,842 Est. Cost $56.65 Unrealized -2.6%
A Agilent Technologies Inc 0.0%
Value ($000) $169 Shares 1,140 Est. Cost $93.24 Unrealized +45.4%
NFLX Netflix Inc 0.0%
Value ($000) $165 Shares 232 Est. Cost $35.09 Unrealized +90.6%
DLTR Dollar Tree Inc 0.0%
Value ($000) $164 Shares 2,339 Est. Cost $103.70 Unrealized -12.1%
CI CIGNA GROUP 0.0%
Value ($000) $164 Shares 473 Est. Cost $264.25 Unrealized +26.8%
AUB Atlantic Union Bankshares Corp 0.0%
Value ($000) $163 Shares 4,335 Est. Cost $18.59 Unrealized +89.8%
MCK McKesson Corp. Common Stock 0.0%
Value ($000) $160 Shares 324 Est. Cost $235.82 Unrealized +134.7%
MET Metlife Inc 0.0%
Value ($000) $159 Shares 1,931 Est. Cost $47.22 Unrealized +52.2%
SCHF Schwab Strategic Tr Intl Eqty Etf 0.0%
Value ($000) $157 Shares 3,811 Est. Cost $39.27 Unrealized
SGOV Ishares Tr/ishares 0-3 Mnth Tr 0.0%
Value ($000) $156 Shares 1,550 Est. Cost $100.71 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $155 Shares 1,146 Est. Cost $94.66 Unrealized
IWX Ishares Russell Top 200 Value 0.0%
Value ($000) $154 Shares 1,898 Est. Cost $70.17 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $153 Shares 322 Est. Cost $302.48 Unrealized +51.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $152 Shares 924 Est. Cost $99.16 Unrealized +53.2%
IBIT Ishares Bitcoin Trust Etf Shs Ben Int 0.0%
Value ($000) $151 Shares 4,181 Est. Cost $36.24 Unrealized
PIPR Piper Sandler Companies Com 0.0%
Value ($000) $146 Shares 515 Est. Cost $74.62 Unrealized +250.6%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $143 Shares 589 Est. Cost $229.50 Unrealized
GIS General Mls Inc 0.0%
Value ($000) $137 Shares 1,849 Est. Cost $59.95 Unrealized +9.5%
MKL Markel Group INC COM 0.0%
Value ($000) $136 Shares 87 Est. Cost $1345.31 Unrealized +16.3%
SNAP Snap Inc Cl A 0.0%
Value ($000) $136 Shares 12,731 Est. Cost $32.28 Unrealized -64.7%
SYY Sysco Corp 0.0%
Value ($000) $134 Shares 1,718 Est. Cost $26.75 Unrealized +169.6%
SAP Sap SE ADR 0.0%
Value ($000) $133 Shares 579 Est. Cost $130.74 Unrealized
IWN Ishares Russell 2000 Value ETF 0.0%
Value ($000) $132 Shares 793 Est. Cost $109.45 Unrealized
XLY Consumer Discretionary Selt 0.0%
Value ($000) $132 Shares 659 Est. Cost $175.53 Unrealized
PI Impinj Inc 0.0%
Value ($000) $130 Shares 600 Est. Cost $148.62 Unrealized +14.1%
AXON Axon Enterprise 0.0%
Value ($000) $120 Shares 300 Est. Cost $298.42 Unrealized +15.5%
KMI Kinder Morgan Inc 0.0%
Value ($000) $119 Shares 5,370 Est. Cost $14.44 Unrealized +37.5%
HCA HCA Healthcare Inc 0.0%
Value ($000) $117 Shares 288 Est. Cost $144.83 Unrealized +150.0%
IWB Ishares Russell 1000 ETF 0.0%
Value ($000) $116 Shares 370 Est. Cost $242.15 Unrealized
ES Eversource Energy 0.0%
Value ($000) $115 Shares 1,693 Est. Cost $52.38 Unrealized +15.2%
XLP Consumer Staples SPDR 0.0%
Value ($000) $114 Shares 1,371 Est. Cost $66.64 Unrealized
SGOL Aberdeen Standard Physical Gol 0.0%
Value ($000) $113 Shares 4,500 Est. Cost $16.89 Unrealized
EDIV SPDR Index Shs S&P Em Mkt Div 0.0%
Value ($000) $112 Shares 2,983 Est. Cost $35.30 Unrealized
VT Vanguard Intl Equity Index F Tt Wrld St Etf 0.0%
Value ($000) $110 Shares 921 Est. Cost $66.37 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $110 Shares 1,000 Est. Cost $82.40 Unrealized
KMX Carmax Inc 0.0%
Value ($000) $110 Shares 1,417 Est. Cost $99.64 Unrealized -20.6%
STX Seagate Technology Hldngs Pl Ord Shs 0.0%
Value ($000) $110 Shares 1,000 Est. Cost $86.52 Unrealized +14.4%
NDAQ Nasdaq Inc 0.0%
Value ($000) $110 Shares 1,500 Est. Cost $57.11 Unrealized +17.4%
MKSI Mks Instrs Inc Com 0.0%
Value ($000) $109 Shares 1,000 Est. Cost $150.35 Unrealized -21.9%
ITOT Ishares Core S&P Total U.S. 0.0%
Value ($000) $106 Shares 847 Est. Cost $98.21 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $105 Shares 195 Est. Cost $376.63 Unrealized +42.4%
ED Consolidated Edison Inc Com 0.0%
Value ($000) $104 Shares 1,000 Est. Cost $60.79 Unrealized +55.4%
IUSG Ishares Tr Core S&P US Growth 0.0%
Value ($000) $103 Shares 782 Est. Cost $107.94 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $102 Shares 496 Est. Cost $160.47 Unrealized +18.9%
CIVI Civitas Resources Inc Com New 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $38.27 Unrealized +46.8%
VWO Vanguard Ftse Emerging Markets 0.0%
Value ($000) $101 Shares 2,104 Est. Cost $41.95 Unrealized
CCL Carnival Corp ADR 0.0%
Value ($000) $101 Shares 5,445 Est. Cost $14.85 Unrealized +14.1%
CWST Casella Waste Systems Inc Cl A 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $70.48 Unrealized +46.9%
IAU Ishares Gold Tr Ishares New 0.0%
Value ($000) $99 Shares 1,993 Est. Cost $40.37 Unrealized
BNDX Vanguard Total International 0.0%
Value ($000) $98 Shares 1,954 Est. Cost $52.92 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $95 Shares 728 Est. Cost $244.90 Unrealized -49.6%
SPEM SPDR Index Emg Mk ETF 0.0%
Value ($000) $94 Shares 2,285 Est. Cost $37.67 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $94 Shares 853 Est. Cost $49.86 Unrealized +105.3%
ENB Enbridge Incorporated ADR 0.0%
Value ($000) $93 Shares 2,287 Est. Cost $31.79 Unrealized +11.7%
CW Curtiss Wright Corp Com 0.0%
Value ($000) $93 Shares 282 Est. Cost $93.80 Unrealized +214.5%
ENPH Enphase Energy Inc Com 0.0%
Value ($000) $90 Shares 800 Est. Cost $179.51 Unrealized -37.8%
Hess Corporation 0.0%
Value ($000) $89 Shares 652 Est. Cost $54.30 Unrealized
CRWD Crowdstrike Holdings Inc Cl A 0.0%
Value ($000) $86 Shares 308 Est. Cost $209.16 Unrealized +35.8%
CMI Cummins Inc 0.0%
Value ($000) $84 Shares 260 Est. Cost $185.87 Unrealized +54.9%
IVW Ishares S&P 500 Growth ETF 0.0%
Value ($000) $84 Shares 875 Est. Cost $84.44 Unrealized
F Ford Motor Co Del 0.0%
Value ($000) $83 Shares 7,900 Est. Cost $7.06 Unrealized +47.9%
EFG Ishares Tr Eafe Growth ETF 0.0%
Value ($000) $83 Shares 772 Est. Cost $107.65 Unrealized
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $83 Shares 469 Est. Cost $137.12 Unrealized +21.1%
PRU Prudential Finl Inc 0.0%
Value ($000) $82 Shares 675 Est. Cost $93.27 Unrealized +18.5%
ASML Asml Holding ADR 0.0%
Value ($000) $82 Shares 98 Est. Cost $1004.06 Unrealized
MGV Vanguard World Fd Mega Cap Val 0.0%
Value ($000) $81 Shares 630 Est. Cost $102.85 Unrealized
MGK Vanguard World Mega Cap Fund E 0.0%
Value ($000) $80 Shares 250 Est. Cost $172.07 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $80 Shares 883 Est. Cost $53.35 Unrealized +52.7%
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $79 Shares 170 Est. Cost $404.98 Unrealized +8.9%
VGIT Vanguard Scottsdale Fds Inter Term Treas 0.0%
Value ($000) $78 Shares 1,294 Est. Cost $67.77 Unrealized
WPC Wp Carey Inc REIT 0.0%
Value ($000) $78 Shares 1,244 Est. Cost $76.97 Unrealized
VLTO Veralto Corp Com 0.0%
Value ($000) $77 Shares 690 Est. Cost $73.75 Unrealized +42.4%
XYL Xylem Inc 0.0%
Value ($000) $77 Shares 570 Est. Cost $122.16 Unrealized +7.7%
TOWN Towne Bank 0.0%
Value ($000) $77 Shares 2,316 Est. Cost $30.08 Unrealized +6.8%
VEEV Veeva Sys Inc Cl A Com 0.0%
Value ($000) $73 Shares 350 Est. Cost $215.79 Unrealized -8.4%
ARCC Ares Capital Corp Com 0.0%
Value ($000) $73 Shares 3,500 Est. Cost $14.52 Unrealized +25.6%
CX Cemex Sab De Cv Sponsored ADR 0.0%
Value ($000) $72 Shares 11,856 Est. Cost $7.71 Unrealized
XLU Select Sector Spdr Tr Sbi Int-Utils 0.0%
Value ($000) $72 Shares 894 Est. Cost $64.96 Unrealized
VLO Valero Energy Corp Com 0.0%
Value ($000) $71 Shares 528 Est. Cost $67.52 Unrealized +106.4%
TT Trane Technologies PLC ADR 0.0%
Value ($000) $69 Shares 177 Est. Cost $150.44 Unrealized +128.1%
MDT Medtronic PLC ADR 0.0%
Value ($000) $69 Shares 763 Est. Cost $83.89 Unrealized -3.6%
MNST Monster Beverage Corp 0.0%
Value ($000) $68 Shares 1,300 Est. Cost $49.51 Unrealized +0.1%
SOFI Sofi Technologies Inc 0.0%
Value ($000) $67 Shares 8,505 Est. Cost $7.27 Unrealized 0.0%
SEIC SEI Investments Company 0.0%
Value ($000) $64 Shares 930 Est. Cost $57.46 Unrealized +14.1%
Templeton Emerging Mkts Fd 0.0%
Value ($000) $64 Shares 4,697 Est. Cost $12.36 Unrealized
GDX Vaneck Vectors Gold Miners ETF 0.0%
Value ($000) $61 Shares 1,530 Est. Cost $33.00 Unrealized
Endeavor Group Holdings Inc 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $22.54 Unrealized
IWO Ishares Russell 2000 Growth ET 0.0%
Value ($000) $55 Shares 195 Est. Cost $236.76 Unrealized
KEYS Keysight Technologies Inc Com 0.0%
Value ($000) $52 Shares 328 Est. Cost $98.22 Unrealized +44.9%
ADI Analog Devices Inc 0.0%
Value ($000) $52 Shares 225 Est. Cost $178.78 Unrealized +23.1%
WSFS WSFS Financial Corp Com 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $41.15 Unrealized +25.9%
SUB Ishares Tr Shrt Nat Mun Etf 0.0%
Value ($000) $51 Shares 477 Est. Cost $107.57 Unrealized
TTC Toro CO 0.0%
Value ($000) $50 Shares 582 Est. Cost $107.10 Unrealized -16.1%
BKLN Invesco Capital Management Llc 0.0%
Value ($000) $50 Shares 2,370 Est. Cost $21.06 Unrealized
BIV Vanguard Intermediate-Term .1 0.0%
Value ($000) $49 Shares 630 Est. Cost $87.32 Unrealized
MRSH Marsh & McClennan 0.0%
Value ($000) $49 Shares 221 Est. Cost $163.94 Unrealized +32.3%
ET Energy Transfer LP 0.0%
Value ($000) $49 Shares 3,050 Est. Cost $9.97 Unrealized
IYW Ishares Tr U.S. Tech Etf 0.0%
Value ($000) $49 Shares 320 Est. Cost $138.28 Unrealized
OLED Universal Display Corp. 0.0%
Value ($000) $48 Shares 230 Est. Cost $172.49 Unrealized +15.4%
WES Western Midstream Partners Lp 0.0%
Value ($000) $48 Shares 1,251 Est. Cost $35.55 Unrealized
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $47 Shares 530 Est. Cost $76.04 Unrealized
WY Weyerhaeuser CO 0.0%
Value ($000) $47 Shares 1,375 Est. Cost $29.42 Unrealized +0.0%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $46 Shares 170 Est. Cost $178.66 Unrealized +54.7%
LSTR Landstar Sys Inc Com 0.0%
Value ($000) $45 Shares 240 Est. Cost $126.67 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $45 Shares 210 Est. Cost $124.77 Unrealized +53.8%
E Eni Spa Spons ADR 0.0%
Value ($000) $45 Shares 1,492 Est. Cost $34.42 Unrealized
RPG Invesco S&P 500 Pure Growth ET 0.0%
Value ($000) $45 Shares 1,150 Est. Cost $62.59 Unrealized
NOC Northrop 0.0%
Value ($000) $45 Shares 85 Est. Cost $355.31 Unrealized +34.5%
SRE Sempra Com 0.0%
Value ($000) $44 Shares 526 Est. Cost $70.44 Unrealized +8.4%
BAH Booz Allen Hamilton Holding Co 0.0%
Value ($000) $44 Shares 270 Est. Cost $89.56 Unrealized +65.2%
CBRE Cbre Group Inc 0.0%
Value ($000) $44 Shares 350 Est. Cost $93.83 Unrealized +16.2%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $43 Shares 750 Est. Cost $61.39 Unrealized -9.8%
GM General Motors CO 0.0%
Value ($000) $43 Shares 957 Est. Cost $44.38 Unrealized +2.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $43 Shares 300 Est. Cost $118.61 Unrealized
INSP Inspire Medical Systems Inc 0.0%
Value ($000) $42 Shares 200 Est. Cost $189.24 Unrealized -8.2%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $42 Shares 250 Est. Cost $167.67 Unrealized
SNPS Synopsys Inc Com 0.0%
Value ($000) $42 Shares 82 Est. Cost $329.45 Unrealized +62.9%
BATRK Atlanta Braves Holdings Inc 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $37.85 Unrealized +10.5%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $40 Shares 808 Est. Cost $65.15 Unrealized -33.6%
GEV GE Vernova Inc 0.0%
Value ($000) $39 Shares 154 Est. Cost $158.10 Unrealized +21.2%
EPD Enterprise Prods Partners L Com 0.0%
Value ($000) $39 Shares 1,333 Est. Cost $21.67 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $38 Shares 136 Est. Cost $223.83 Unrealized
BKR Baker Hughes CO 0.0%
Value ($000) $38 Shares 1,053 Est. Cost $20.98 Unrealized +62.7%
MVO Mv Oil Tr Tr Units 0.0%
Value ($000) $38 Shares 4,000 Est. Cost $2.25 Unrealized
Grayscale Bitcoin Mini Tr Bt Shs 0.0%
Value ($000) $37 Shares 6,606 Est. Cost $5.63 Unrealized
SOLV Solventum Corp 0.0%
Value ($000) $37 Shares 530 Est. Cost $60.70 Unrealized -0.9%
WDAY Workday Inc 0.0%
Value ($000) $37 Shares 150 Est. Cost $246.90 Unrealized -4.3%
HAL Halliburton CO 0.0%
Value ($000) $36 Shares 1,229 Est. Cost $30.84 Unrealized -1.7%
RIO Rio Tinto Plc Sponsored ADR 0.0%
Value ($000) $36 Shares 500 Est. Cost $63.64 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $35 Shares 355 Est. Cost $76.28 Unrealized +22.9%
TBIL RBB Fd Inc US Treas 3 Mnth ETF 0.0%
Value ($000) $35 Shares 695 Est. Cost $50.02 Unrealized
KHC Kraft Heinz CO 0.0%
Value ($000) $34 Shares 982 Est. Cost $27.45 Unrealized +15.9%
JQUA JPMorgan US Quality Factor ETF 0.0%
Value ($000) $34 Shares 606 Est. Cost $47.86 Unrealized
SCHA Schwab US Sml Cap ETF 0.0%
Value ($000) $33 Shares 650 Est. Cost $47.45 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $33 Shares 731 Est. Cost $37.71 Unrealized +10.8%
TWLO Twilio Inc Cl A 0.0%
Value ($000) $33 Shares 500 Est. Cost $79.41 Unrealized -24.6%
PJT PJT partners Inc Cl A 0.0%
Value ($000) $32 Shares 240 Est. Cost $99.27 Unrealized +21.9%
GNRC Generac Holdings Inc 0.0%
Value ($000) $32 Shares 200 Est. Cost $148.36 Unrealized 0.0%
IYK Ishares Tr Us Consm Staples 0.0%
Value ($000) $32 Shares 450 Est. Cost $93.97 Unrealized
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $32 Shares 125 Est. Cost $85.43 Unrealized +150.7%
IPAY Amplify Digital Payments ETF 0.0%
Value ($000) $31 Shares 600 Est. Cost $46.78 Unrealized
OXY Occidental Pete Corp 0.0%
Value ($000) $31 Shares 606 Est. Cost $57.86 Unrealized -4.3%
RIVN Rivian Automotive Inc Com Cl A 0.0%
Value ($000) $31 Shares 2,750 Est. Cost $13.97 Unrealized +2.8%
SWX Southwest Gas Holdings Inc 0.0%
Value ($000) $30 Shares 406 Est. Cost $69.78 Unrealized +3.5%
TM Toyota Mtr Corp Sponsd ADR 0.0%
Value ($000) $29 Shares 165 Est. Cost $160.82 Unrealized
WHR Whirlpool Corp Com 0.0%
Value ($000) $29 Shares 275 Est. Cost $97.45 Unrealized +3.1%
Spirit Aerosystems Holdings In 0.0%
Value ($000) $29 Shares 901 Est. Cost $36.07 Unrealized
IYC Ishares Tr Us Consum Discre 0.0%
Value ($000) $28 Shares 320 Est. Cost $116.41 Unrealized
LH Labcorp Holdings Inc. 0.0%
Value ($000) $28 Shares 125 Est. Cost $216.29 Unrealized 0.0%
VCR Vanguard World Fd Consum Dis Etf 0.0%
Value ($000) $27 Shares 80 Est. Cost $235.29 Unrealized
BWXT BWX Technologies Inc 0.0%
Value ($000) $27 Shares 250 Est. Cost $53.44 Unrealized +83.8%
XYZ Block Inc Cl A 0.0%
Value ($000) $26 Shares 391 Est. Cost $167.81 Unrealized -61.5%
IFF International Flavors & Fragra 0.0%
Value ($000) $26 Shares 250 Est. Cost $87.92 Unrealized +9.9%
LOB Live Oak Bancshares Inc 0.0%
Value ($000) $26 Shares 550 Est. Cost $35.41 Unrealized +18.1%
KLAC KLA Corp Com New 0.0%
Value ($000) $26 Shares 33 Est. Cost $380.30 Unrealized +103.8%
VMC Vulcan Materials Co 0.0%
Value ($000) $25 Shares 100 Est. Cost $253.71 Unrealized -3.1%
NMM Navios Maritime Partners LP Co 0.0%
Value ($000) $25 Shares 398 Est. Cost $42.62 Unrealized
OII Oceaneering International, Inc 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $20.99 Unrealized +22.7%
VBK Vanguard Index Fds Sml Cp Grw Etf 0.0%
Value ($000) $25 Shares 92 Est. Cost $255.84 Unrealized
WOOD Ishares Global Timber & Forest 0.0%
Value ($000) $24 Shares 275 Est. Cost $83.64 Unrealized
GLPI Gaming And Leisure Properties 0.0%
Value ($000) $24 Shares 460 Est. Cost $45.21 Unrealized
Lam Research Corp 0.0%
Value ($000) $24 Shares 29 Est. Cost $921.97 Unrealized
WRLD World Acceptance Corp 0.0%
Value ($000) $24 Shares 200 Est. Cost $87.16 Unrealized +38.1%
CFFI C & F Financial Corporation 0.0%
Value ($000) $24 Shares 404 Est. Cost $45.71 Unrealized +14.0%
AOR Ishares Tr Grwt Allocat Etf 0.0%
Value ($000) $23 Shares 390 Est. Cost $46.15 Unrealized
DDOG Datadog Inc Cl A 0.0%
Value ($000) $23 Shares 200 Est. Cost $120.98 Unrealized -3.4%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $23 Shares 37 Est. Cost $552.17 Unrealized +6.7%
NCLH Norwegian Cruise Line Holdings 0.0%
Value ($000) $23 Shares 1,108 Est. Cost $18.19 Unrealized -0.1%
WD Walker & Dunlop Inc Com 0.0%
Value ($000) $23 Shares 200 Est. Cost $85.47 Unrealized +17.0%
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $22 Shares 127 Est. Cost $136.05 Unrealized
BRT Brt Apartments Corp 0.0%
Value ($000) $22 Shares 1,250 Est. Cost $18.59 Unrealized
FERG Ferguson Enterprises Inc. 0.0%
Value ($000) $22 Shares 110 Est. Cost $197.54 Unrealized 0.0%
FTEC Fidelity MSCI Information Tech 0.0%
Value ($000) $22 Shares 124 Est. Cost $174.50 Unrealized
AMT American Tower Corp REIT 0.0%
Value ($000) $22 Shares 93 Est. Cost $224.56 Unrealized -6.1%
EGP Eastgroup Properties Inc 0.0%
Value ($000) $21 Shares 115 Est. Cost $170.10 Unrealized
IYJ Ishares Tr Us Industrials 0.0%
Value ($000) $21 Shares 160 Est. Cost $131.25 Unrealized
TXRH Texas Roadhouse Inc Com 0.0%
Value ($000) $21 Shares 120 Est. Cost $133.14 Unrealized +24.1%
DBEF Dbx Etf Tr Xtrack Msci Eafe 0.0%
Value ($000) $21 Shares 502 Est. Cost $36.98 Unrealized
VOO Vanguard Index Fds S&P 500 Etf Shs 0.0%
Value ($000) $20 Shares 38 Est. Cost $347.46 Unrealized
PIMCO Corporate & Income Opp 0.0%
Value ($000) $20 Shares 1,390 Est. Cost $16.26 Unrealized
IDV Ishares Tr Intl Div ETF 0.0%
Value ($000) $20 Shares 649 Est. Cost $27.67 Unrealized
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $20 Shares 189 Est. Cost $64.25 Unrealized +49.9%
MRVL Marvell Technology Inc Com 0.0%
Value ($000) $18 Shares 250 Est. Cost $68.14 Unrealized +0.9%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $18 Shares 190 Est. Cost $82.29 Unrealized +1.8%
UBER Uber Technologies Inc 0.0%
Value ($000) $18 Shares 233 Est. Cost $70.80 Unrealized -0.6%
FCX Freeport-McMoran Inc 0.0%
Value ($000) $17 Shares 350 Est. Cost $39.37 Unrealized +12.4%
IDRV Ishares Self-Driving Ev&tech 0.0%
Value ($000) $17 Shares 525 Est. Cost $38.36 Unrealized
CUBE Cubesmart Com 0.0%
Value ($000) $16 Shares 300 Est. Cost $46.22 Unrealized
XLC Select Sector SPDR Tr Communic 0.0%
Value ($000) $16 Shares 173 Est. Cost $75.96 Unrealized
VRNS Varonis Systems Inc 0.0%
Value ($000) $16 Shares 275 Est. Cost $62.69 Unrealized -16.1%
VFC V F Corp 0.0%
Value ($000) $16 Shares 778 Est. Cost $48.52 Unrealized -65.5%
AVY Avery Dennison Corp 0.0%
Value ($000) $15 Shares 70 Est. Cost $183.87 Unrealized +14.2%
IDU Ishares Tr U.S. Utilits Etf 0.0%
Value ($000) $15 Shares 150 Est. Cost $113.33 Unrealized
VSTS Vestis Corp Com 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.45 Unrealized -7.1%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $15 Shares 150 Est. Cost $92.87 Unrealized +8.3%
EVLV Evolv Technologies Hldngs Inc 0.0%
Value ($000) $14 Shares 3,571 Est. Cost $4.73 Unrealized -26.2%
COIN Coinbase Global Inc Cl A 0.0%
Value ($000) $14 Shares 81 Est. Cost $105.96 Unrealized +89.0%
CTRA Coterra Energy Inc Com 0.0%
Value ($000) $14 Shares 602 Est. Cost $20.45 Unrealized +15.0%
IR Ingersoll-Rand Inc 0.0%
Value ($000) $14 Shares 144 Est. Cost $85.38 Unrealized +8.7%
SPGI S&P Global Inc 0.0%
Value ($000) $14 Shares 27 Est. Cost $387.95 Unrealized +26.3%
BL Blackline Inc 0.0%
Value ($000) $14 Shares 250 Est. Cost $54.92 Unrealized -10.4%
O Realty Income Corp REIT 0.0%
Value ($000) $14 Shares 215 Est. Cost $55.00 Unrealized 0.0%
CAVA Cava Group Inc Com 0.0%
Value ($000) $14 Shares 110 Est. Cost $43.64 Unrealized +132.9%
BG Bunge Global SA ADR 0.0%
Value ($000) $13 Shares 135 Est. Cost $99.54 Unrealized -1.8%
DAL Delta Air Lines Inc 0.0%
Value ($000) $13 Shares 255 Est. Cost $39.84 Unrealized +7.6%
OLN Olin Corp 0.0%
Value ($000) $13 Shares 269 Est. Cost $50.92 Unrealized -16.2%
SON Sonoco Products CO 0.0%
Value ($000) $13 Shares 230 Est. Cost $46.37 Unrealized +6.0%
IBB Ishares Biotechnology ETF 0.0%
Value ($000) $12 Shares 82 Est. Cost $117.42 Unrealized
WPM Wheaton Precious Metals Corp A 0.0%
Value ($000) $12 Shares 195 Est. Cost $52.89 Unrealized +11.6%
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) $12 Shares 120 Est. Cost $94.73 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $11 Shares 141 Est. Cost $71.40 Unrealized +10.9%
AIG American International Group 0.0%
Value ($000) $11 Shares 154 Est. Cost $49.57 Unrealized +45.7%
Blackrock Mun Inc Trust II 0.0%
Value ($000) $11 Shares 999 Est. Cost $15.08 Unrealized
TECK Teck Resources LTD Cl B 0.0%
Value ($000) $11 Shares 215 Est. Cost $49.21 Unrealized -3.2%
QTWO Q2 Holdings Inc 0.0%
Value ($000) $11 Shares 140 Est. Cost $57.46 Unrealized +22.8%
REMX Vaneck Trust Rare Earth ETF 0.0%
Value ($000) $11 Shares 233 Est. Cost $76.16 Unrealized
Totalenergies SE ADR 0.0%
Value ($000) $11 Shares 165 Est. Cost $66.68 Unrealized
IPGP Ipg Photonics Corp 0.0%
Value ($000) $10 Shares 140 Est. Cost $86.41 Unrealized -13.5%
ETHE Grayscale Ethereum Tr Eth Shs 0.0%
Value ($000) $10 Shares 460 Est. Cost $21.89 Unrealized
URI United Rentals Inc Com 0.0%
Value ($000) $10 Shares 12 Est. Cost $639.18 Unrealized +11.2%
NET Cloudflare Inc Cl A Com 0.0%
Value ($000) $10 Shares 120 Est. Cost $80.68 Unrealized -0.4%
SPYM SPDR Portfolio S&P 500 ETF 0.0%
Value ($000) $9 Shares 139 Est. Cost $64.00 Unrealized
MASI Masimo Corp 0.0%
Value ($000) $9 Shares 70 Est. Cost $131.69 Unrealized -11.9%
Destra Multi-Alternative Fd 0.0%
Value ($000) $9 Shares 1,027 Est. Cost $6.23 Unrealized
DVN Devon Energy 0.0%
Value ($000) $9 Shares 220 Est. Cost $52.95 Unrealized -20.3%
CF Cf Industries Holdings Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $44.92 Unrealized +66.6%
UWMC Uwm Holdings Corporation 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.43 Unrealized 0.0%
DOCN Digitalocean Holdings Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.60 Unrealized +0.2%
EQX Equinox Gold Co 0.0%
Value ($000) $8 Shares 1,315 Est. Cost $5.57 Unrealized +1.4%
SCHX Schwab Strategic Tr Us Lrg Cap Etf 0.0%
Value ($000) $8 Shares 118 Est. Cost $56.40 Unrealized
ABNB Airbnb Inc Com Cl A 0.0%
Value ($000) $8 Shares 63 Est. Cost $126.94 Unrealized +2.1%
FLGT Fulgent Genetics Inc 0.0%
Value ($000) $8 Shares 350 Est. Cost $20.88 Unrealized +7.1%
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $8 Shares 515 Est. Cost $11.33 Unrealized +23.0%
IYH Ishares Tr Us Hlthcare Etf 0.0%
Value ($000) $7 Shares 115 Est. Cost $93.00 Unrealized
SJT San Juan Basin Rty Tr Unit Ben Int 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $2.50 Unrealized
IUSV Ishares Tr Core S&P Us Vlu 0.0%
Value ($000) $7 Shares 77 Est. Cost $65.04 Unrealized
Osisko Gold Royalties LTD 0.0%
Value ($000) $7 Shares 385 Est. Cost $15.58 Unrealized
SHV Ishares Tr Short Treas Bd 0.0%
Value ($000) $7 Shares 64 Est. Cost $87.12 Unrealized
CEG Constellation Energy Corporati 0.0%
Value ($000) $7 Shares 27 Est. Cost $140.32 Unrealized +40.5%
PODD Insulet Corp 0.0%
Value ($000) $7 Shares 30 Est. Cost $180.20 Unrealized +14.0%
Marathon Oil Corp 0.0%
Value ($000) $7 Shares 261 Est. Cost $26.69 Unrealized
OCGN Ocugen Inc Com 0.0%
Value ($000) $7 Shares 7,000 Est. Cost $0.84 Unrealized +63.7%
ERIC Ericsson Spons ADR 0.0%
Value ($000) $7 Shares 910 Est. Cost $5.91 Unrealized
AMP Ameriprise Financial Inc Com 0.0%
Value ($000) $7 Shares 14 Est. Cost $418.45 Unrealized +1.9%
CCOR Core Alternative ETF 0.0%
Value ($000) $6 Shares 234 Est. Cost $27.49 Unrealized
FAST Fastenal CO 0.0%
Value ($000) $6 Shares 85 Est. Cost $24.23 Unrealized +35.8%
KNTK Kinetik Holdings Inc Com 0.0%
Value ($000) $6 Shares 130 Est. Cost $34.32 Unrealized +26.1%
CRSP Crispr Therapeutics AG Namen A 0.0%
Value ($000) $6 Shares 125 Est. Cost $57.84 Unrealized -12.3%
RY Royal Bank of Canada ADR 0.0%
Value ($000) $6 Shares 47 Est. Cost $88.10 Unrealized +30.3%
FICO Fair Isaac Corp Com 0.0%
Value ($000) $6 Shares 3 Est. Cost $1292.47 Unrealized +32.4%
EMLC Vaneck JP Morgan Emerging Mark 0.0%
Value ($000) $6 Shares 226 Est. Cost $25.35 Unrealized
BND Vanguard Bd Index Fds Total Bnd Mrkt 0.0%
Value ($000) $6 Shares 76 Est. Cost $73.66 Unrealized
SCHV Schwab Strategic Tr Us Lcap Va Etf 0.0%
Value ($000) $5 Shares 67 Est. Cost $70.10 Unrealized
IYE Ishares Tr U.S. Energy Etf 0.0%
Value ($000) $5 Shares 115 Est. Cost $33.93 Unrealized
BABA Alibaba Group Holding Ltd Spon 0.0%
Value ($000) $5 Shares 50 Est. Cost $165.61 Unrealized
VAW Vanguard World Fd Materials Etf 0.0%
Value ($000) $5 Shares 25 Est. Cost $180.00 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 5 Est. Cost $960.37 Unrealized +15.2%
DG Dollar General Corp 0.0%
Value ($000) $5 Shares 62 Est. Cost $134.54 Unrealized -21.2%
WBD Warner Bros. Discovery Inc Com 0.0%
Value ($000) $5 Shares 625 Est. Cost $8.01 Unrealized -2.5%
PFG Principal Financial Group Inc 0.0%
Value ($000) $5 Shares 57 Est. Cost $76.36 Unrealized +0.3%
EMB iShares JPMorgan USD Emerging 0.0%
Value ($000) $5 Shares 52 Est. Cost $89.06 Unrealized
FANG Diamondback Energy Inc Com 0.0%
Value ($000) $5 Shares 28 Est. Cost $120.96 Unrealized +53.0%
KODK Eastman Kodak CO 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $7.30 Unrealized -28.7%
ZTS Zoetis Inc 0.0%
Value ($000) $5 Shares 24 Est. Cost $183.60 Unrealized -1.2%
SIRI Sirius Xm Holdings Inc 0.0%
Value ($000) $5 Shares 197 Est. Cost $31.06 Unrealized 0.0%
SPG Simon Property Group Inc New C 0.0%
Value ($000) $5 Shares 27 Est. Cost $134.67 Unrealized +9.6%
IYM Ishares Tr U.S. Bas Mtl Etf 0.0%
Value ($000) $5 Shares 30 Est. Cost $100.00 Unrealized
VNQI Vanguard International Equity 0.0%
Value ($000) $5 Shares 96 Est. Cost $42.59 Unrealized
AME Ametek Inc New 0.0%
Value ($000) $4 Shares 26 Est. Cost $170.20 Unrealized -2.9%
TOLZ ProShares DJ Brookfield Glbl I 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.63 Unrealized
TTWO Take-Two Interactive Software, 0.0%
Value ($000) $4 Shares 28 Est. Cost $151.69 Unrealized +0.0%
IQV Iqvia Holdings 0.0%
Value ($000) $4 Shares 18 Est. Cost $227.18 Unrealized +3.9%
GILT Gilat Satellite Networks Shs A 0.0%
Value ($000) $4 Shares 800 Est. Cost $5.32 Unrealized -13.6%
BKNG Booking Holdings Inc 0.0%
Value ($000) $4 Shares 1 Est. Cost $3654.84 Unrealized +3.8%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $431.53 Unrealized +11.3%
PSFE Paysafe Limited Shs ADR 0.0%
Value ($000) $4 Shares 175 Est. Cost $18.37 Unrealized +13.0%
EMN Eastman Chem Co 0.0%
Value ($000) $4 Shares 35 Est. Cost $92.66 Unrealized +1.7%
EQH Equitable Holdings Inc 0.0%
Value ($000) $4 Shares 93 Est. Cost $37.77 Unrealized +5.6%
STE Steris PLC ADR 0.0%
Value ($000) $4 Shares 16 Est. Cost $214.14 Unrealized +7.9%
KD Kyndryl Hldgs Inc Common Stock 0.0%
Value ($000) $4 Shares 166 Est. Cost $21.15 Unrealized +15.3%
FTLS First Trust Long/Short Equity 0.0%
Value ($000) $4 Shares 60 Est. Cost $56.27 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $4 Shares 38 Est. Cost $100.80 Unrealized -8.5%
HOLX Hologic Inc 0.0%
Value ($000) $4 Shares 43 Est. Cost $74.96 Unrealized +6.7%
SMR Nuscale Power Corporation 0.0%
Value ($000) $3 Shares 300 Est. Cost $11.07 Unrealized -7.9%
PLD Prologis Inc Com 0.0%
Value ($000) $3 Shares 27 Est. Cost $104.48 Unrealized +13.0%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $3 Shares 47 Est. Cost $55.73 Unrealized +14.6%
SCHW Charles Schwab Corp 0.0%
Value ($000) $3 Shares 52 Est. Cost $72.33 Unrealized -10.8%
ADM Archer Daniels Midland CO 0.0%
Value ($000) $3 Shares 56 Est. Cost $56.18 Unrealized +3.0%
ZBH Zimmer Biomet Holdings Inc Com 0.0%
Value ($000) $3 Shares 30 Est. Cost $122.65 Unrealized -12.3%
DLR Digital Realty Tr Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $136.41 Unrealized +7.7%
GDDY Godaddy Inc Cl A 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.95 Unrealized +15.9%
AON Aon PLC ADR 0.0%
Value ($000) $3 Shares 9 Est. Cost $306.03 Unrealized +6.0%
DUOL Duolingo Inc Cl A 0.0%
Value ($000) $3 Shares 11 Est. Cost $205.07 Unrealized 0.0%
MAR Marriott International Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $237.69 Unrealized -3.3%
VTR Ventas Inc Com 0.0%
Value ($000) $3 Shares 45 Est. Cost $44.49 Unrealized +25.8%
GLW Corning Inc 0.0%
Value ($000) $3 Shares 63 Est. Cost $30.86 Unrealized +32.4%
BFLY Butterfly Network Inc Cl A 0.0%
Value ($000) $3 Shares 1,563 Est. Cost $3.59 Unrealized -65.1%
JCI Johnson Controls International 0.0%
Value ($000) $3 Shares 35 Est. Cost $65.81 Unrealized +4.8%
WELL WellTower Inc Com 0.0%
Value ($000) $3 Shares 21 Est. Cost $95.03 Unrealized +19.8%
VRSK Verisk Analytic Cl B 0.0%
Value ($000) $3 Shares 10 Est. Cost $213.14 Unrealized +25.8%
CE Celanese Corp 0.0%
Value ($000) $3 Shares 19 Est. Cost $150.66 Unrealized -13.6%
OXY/WS Occidental Petroleum - Wts 8 0.0%
Value ($000) $3 Shares 85 Est. Cost $43.11 Unrealized
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 +2.3%
TER Teradyne Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $126.14 Unrealized +6.2%
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.66 Unrealized +2.9%
IEMG Ishares Core Msci Emerging 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.98 Unrealized
CRDL Cardiol Therapeutics Inc Cl A 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.61 Unrealized +240.3%
DXCM Dexcom Inc Com 0.0%
Value ($000) $2 Shares 27 Est. Cost $125.70 Unrealized -34.7%
OKTA Okta Inc Cl A 0.0%
Value ($000) $2 Shares 23 Est. Cost $93.93 Unrealized -7.0%
EDIT Editas Medicine Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.64 Unrealized -22.8%
BYRN Byrna Technologies Inc Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.69 Unrealized +22.2%
OC Owens Corning New Com 0.0%
Value ($000) $2 Shares 9 Est. Cost $168.42 Unrealized 0.0%
IBKR Interactive Brokers Group In Com Cl A 0.0%
Value ($000) $2 Shares 11 Est. Cost $30.72 Unrealized 0.0%
Scio Diamond Technology Corp 0.0%
Value ($000) $1 Shares 115,000 Est. Cost $0.01 Unrealized
SLVM Sylvamo Corp 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.62 Unrealized +63.2%
HOOD Robinhood Mkts Inc 0.0%
Value ($000) $1 Shares 60 Est. Cost $21.08 Unrealized 0.0%
Moneylion Inc Cl A 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.64 Unrealized
Western Asset High Income Op Com 0.0%
Value ($000) $1 Shares 326 Est. Cost $3.90 Unrealized
ACHR Archer Aviation Inc Cl A 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.47 Unrealized +54.8%
Grayscale Ethereum Mini Tr E Com Unit 0.0%
Value ($000) $1 Shares 460 Est. Cost $2.44 Unrealized
AEVA Aeva Technologies Inc 0.0%
Value ($000) $1 Shares 280 Est. Cost $3.26 Unrealized -8.2%
TPICQ TPI Composites Inc Com 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.75 Unrealized -67.9%
Fuelcell Energy Inc Com 0.0%
Value ($000) $1 Shares 2,355 Est. Cost $14.44 Unrealized
VTWO Vanguard Scotts/vanguard Russe 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.09 Unrealized
DTIL Precision Biosciences Inc 0.0%
Value ($000) $1 Shares 95 Est. Cost $11.78 Unrealized -18.3%
TDOC Teladoc Health Inc 0.0%
Value ($000) $1 Shares 80 Est. Cost $145.59 Unrealized -94.3%
Altaba Inc Escrow 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
BLNK Blink Charging CO 0.0%
Value ($000) $1 Shares 400 Est. Cost $25.63 Unrealized -90.7%
HLLY Holley Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.15 Unrealized +6.5%
Chargepoint Holdings Inc 0.0%
Value ($000) $1 Shares 390 Est. Cost $9.53 Unrealized
ESPR Esperion Therapeutics Inc 0.0%
Value ($000) $1 Shares 314 Est. Cost $14.56 Unrealized -86.1%
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 31 Est. Cost $27.00 Unrealized -49.4%
DPZ Dominos Pizza 0.0%
Value ($000) $0 Shares 1 Est. Cost $497.09 Unrealized -14.5%
Senseonics Hldgs Inc Com 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $3.00 Unrealized
PENN Penn Entertainment Inc Com 0.0%
Value ($000) $0 Shares 15 Est. Cost $19.05 Unrealized 0.0%
SPRU Spruce Power Holding Corporati 0.0%
Value ($000) $0 Shares 73 Est. Cost $3.06 Unrealized 0.0%
FIS Fidelity Natl Information Svcs 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.62 Unrealized 0.0%
GRAL Grail Inc Com 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.22 Unrealized -6.5%
SCCO Southern Copper Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.02 Unrealized -7.6%
OGN Organon & Co Common Stock 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.30 Unrealized -30.3%
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 +1.7%
GPRO GoPro Inc Cl A 0.0%
Value ($000) $0 Shares 13 Est. Cost $1.38 Unrealized 0.0%
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
Hall Of Fame Resort & Entertai 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.00 Unrealized
Sify Technologies Limited 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.33 Unrealized
World Trade Center Gsp Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.01 Unrealized