Williams Jones Wealth Management, LLC. Diversified Active

CIK: 0001788587 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $8,739,359 (100.0% shares, 0.0% debt)

Holdings (510)

AAPL APPLE INC COM 6.0%
Value ($000) $524,134 Shares 2,058,413 Est. Cost $93.62 Unrealized +141.0%
MSFT MICROSOFT CORP COM 5.5%
Value ($000) $483,973 Shares 934,401 Est. Cost $193.55 Unrealized +162.8%
COST COSTCO WHSL CORP NEW COM 4.6%
Value ($000) $402,610 Shares 434,958 Est. Cost $263.73 Unrealized +262.8%
GOOGL ALPHABET INC CAP STK CL A 4.4%
Value ($000) $387,136 Shares 1,592,497 Est. Cost $123.05 Unrealized +70.0%
V VISA INC COM CL A 4.3%
Value ($000) $376,293 Shares 1,102,270 Est. Cost $173.90 Unrealized +98.5%
NVDA NVIDIA CORP COM 4.1%
Value ($000) $362,658 Shares 1,943,714 Est. Cost $93.93 Unrealized +85.6%
AMZN AMAZON COM INC COM 2.8%
Value ($000) $246,611 Shares 1,123,155 Est. Cost $130.39 Unrealized +73.6%
INTU INTUIT COM 2.6%
Value ($000) $226,048 Shares 331,007 Est. Cost $357.49 Unrealized +101.3%
ECL ECOLAB INC COM 2.3%
Value ($000) $200,730 Shares 732,967 Est. Cost $187.58 Unrealized +44.1%
ETN EATON CORP PLC SHS 2.2%
Value ($000) $192,958 Shares 515,587 Est. Cost $202.64 Unrealized +79.3%
AVGO BROADCOM INC 2.2%
Value ($000) $188,485 Shares 571,323 Est. Cost $152.26 Unrealized +100.8%
JPM JPMORGAN CHASE & CO COM 2.1%
Value ($000) $179,727 Shares 569,786 Est. Cost $99.55 Unrealized +197.3%
TJX TJX COS INC NEW COM 2.0%
Value ($000) $174,721 Shares 1,208,807 Est. Cost $51.47 Unrealized +157.0%
IDXX IDEXX LABS INC COM 2.0%
Value ($000) $174,356 Shares 272,905 Est. Cost $278.27 Unrealized +118.1%
ADP AUTOMATIC DATA PROCESSING INC 1.9%
Value ($000) $165,983 Shares 565,531 Est. Cost $144.43 Unrealized +106.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.5%
Value ($000) $134,034 Shares 266,607 Est. Cost $233.29 Unrealized +107.6%
ORLY O REILLY AUTOMOTIVE INC NEW CO 1.5%
Value ($000) $132,470 Shares 1,228,739 Est. Cost $89.52 Unrealized +12.3%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $129,447 Shares 531,501 Est. Cost $108.24 Unrealized +93.9%
APO APOLLO GLOBAL MGMT INC COM CL 1.5%
Value ($000) $128,737 Shares 965,988 Est. Cost $93.97 Unrealized +49.8%
MTD METTLER TOLEDO INTERNATIONAL C 1.5%
Value ($000) $128,175 Shares 104,410 Est. Cost $734.27 Unrealized +70.7%
HD HOME DEPOT INC COM 1.4%
Value ($000) $122,197 Shares 301,580 Est. Cost $208.39 Unrealized +86.7%
ROP ROPER TECHNOLOGIES INC COM 1.3%
Value ($000) $114,542 Shares 229,686 Est. Cost $395.23 Unrealized +34.4%
ZTS ZOETIS INC CL A 1.3%
Value ($000) $112,669 Shares 770,015 Est. Cost $121.28 Unrealized +24.1%
SHW SHERWIN-WILLIAMS CO 1.2%
Value ($000) $107,536 Shares 310,564 Est. Cost $252.03 Unrealized +39.4%
APH AMPHENOL CORP NEW CL A 1.2%
Value ($000) $104,388 Shares 843,540 Est. Cost $51.43 Unrealized +112.7%
UBER UBER TECHNOLOGIES INC COM 1.2%
Value ($000) $103,866 Shares 1,060,179 Est. Cost $76.18 Unrealized +22.8%
STE STERIS PLC SHS USD 1.1%
Value ($000) $98,197 Shares 396,852 Est. Cost $152.44 Unrealized +56.7%
ISRG INTUITIVE SURGICAL INC COM NEW 1.0%
Value ($000) $90,855 Shares 203,150 Est. Cost $382.60 Unrealized +25.4%
DOV DOVER CORP COM 1.0%
Value ($000) $89,977 Shares 539,331 Est. Cost $87.65 Unrealized +103.8%
BX BLACKSTONE GROUP INC 1.0%
Value ($000) $88,965 Shares 520,717 Est. Cost $41.34 Unrealized +310.0%
DHR DANAHER CORP DEL COM 1.0%
Value ($000) $86,707 Shares 437,341 Est. Cost $134.30 Unrealized +47.7%
ATR APTARGROUP INC COM 1.0%
Value ($000) $84,721 Shares 633,857 Est. Cost $113.48 Unrealized +26.4%
IGSB ISHARES SHORT-TERM CORP B 1.0%
Value ($000) $83,366 Shares 1,572,060 Est. Cost $50.51 Unrealized
CTAS CINTAS CORP COM 0.9%
Value ($000) $76,833 Shares 374,322 Est. Cost $165.64 Unrealized +28.5%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $72,299 Shares 389,919 Est. Cost $119.90 Unrealized +41.4%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.8%
Value ($000) $70,038 Shares 284,015 Est. Cost $201.21 Unrealized +29.5%
ALC ALCON AG ORD SHS 0.7%
Value ($000) $63,711 Shares 855,067 Est. Cost $59.00 Unrealized +41.4%
PWR QUANTA SVCS INC COM 0.7%
Value ($000) $63,023 Shares 152,075 Est. Cost $146.15 Unrealized +165.8%
LLY LILLY ELI & CO COM 0.7%
Value ($000) $57,421 Shares 75,257 Est. Cost $681.75 Unrealized +8.9%
WSO WATSCO INC COM 0.6%
Value ($000) $53,652 Shares 132,704 Est. Cost $471.39 Unrealized -9.3%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $51,878 Shares 65,145 Est. Cost $429.52 Unrealized +71.1%
MKC MCCORMICK & CO INC COM NON VTG 0.6%
Value ($000) $51,820 Shares 774,469 Est. Cost $78.60 Unrealized -12.1%
VRT VERTIV HOLDINGS CO-A 0.6%
Value ($000) $48,756 Shares 323,187 Est. Cost $70.86 Unrealized +88.1%
EPD ENTERPRISE PRODS PARTNERS L P 0.6%
Value ($000) $48,475 Shares 1,550,199 Est. Cost $26.69 Unrealized
ONEXF ONEX CORP SUB VTG 0.5%
Value ($000) $44,418 Shares 500,686 Est. Cost $61.82 Unrealized +36.6%
IAU ISHARES COMEX GOLD TR ISHARES 0.5%
Value ($000) $44,004 Shares 604,705 Est. Cost $60.95 Unrealized
AXP AMERICAN EXPRESS CO COM 0.5%
Value ($000) $42,076 Shares 126,675 Est. Cost $118.62 Unrealized +166.9%
PGR PROGRESSIVE CORP OHIO COM 0.5%
Value ($000) $41,623 Shares 168,548 Est. Cost $72.86 Unrealized +218.0%
SYY SYSCO CORP COM 0.5%
Value ($000) $41,087 Shares 498,997 Est. Cost $73.47 Unrealized +7.3%
CIEN CIENA CORP COM NEW 0.5%
Value ($000) $39,549 Shares 271,494 Est. Cost $60.13 Unrealized +69.4%
LRCX LAM RESEARCH CORP COM 0.5%
Value ($000) $39,469 Shares 294,764 Est. Cost $76.05 Unrealized +38.8%
PEP PEPSICO INC COM 0.4%
Value ($000) $39,248 Shares 279,467 Est. Cost $117.66 Unrealized +19.4%
TMO THERMO FISHER SCIENTIFIC INC C 0.4%
Value ($000) $38,863 Shares 80,126 Est. Cost $313.19 Unrealized +48.4%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $36,025 Shares 319,515 Est. Cost $63.06 Unrealized +73.9%
IBM INTERNATIONAL BUSINESS MACHS C 0.4%
Value ($000) $33,359 Shares 118,229 Est. Cost $154.05 Unrealized +68.5%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.4%
Value ($000) $31,863 Shares 52,032 Est. Cost $359.53 Unrealized
AMGN AMGEN INC COM 0.4%
Value ($000) $30,732 Shares 108,903 Est. Cost $231.23 Unrealized +23.9%
DELL DELL INC COM 0.3%
Value ($000) $28,890 Shares 203,783 Est. Cost $126.96 Unrealized +1.7%
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $28,624 Shares 191,004 Est. Cost $100.31 Unrealized +42.7%
LOW LOWES COS INC COM 0.3%
Value ($000) $26,759 Shares 106,480 Est. Cost $94.73 Unrealized +157.8%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $25,932 Shares 529,125 Est. Cost $60.48 Unrealized +4.9%
ORCL ORACLE CORP COM 0.3%
Value ($000) $25,474 Shares 90,579 Est. Cost $54.04 Unrealized +370.3%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $25,474 Shares 4,718 Est. Cost $5171.74 Unrealized +7.6%
SPY SPDR S&P 500 ETF TR TR UNIT 0.3%
Value ($000) $24,754 Shares 37,159 Est. Cost $309.52 Unrealized
PIMCO DYNM INC STRGY-USD INC 0.3%
Value ($000) $24,501 Shares 982,776 Est. Cost $19.83 Unrealized
HYG ISHARES TR HIGH YLD CORP 0.3%
Value ($000) $23,846 Shares 293,700 Est. Cost $75.30 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $23,549 Shares 175,816 Est. Cost $97.76 Unrealized +33.6%
SYK STRYKER CORP COM 0.3%
Value ($000) $23,117 Shares 62,533 Est. Cost $203.85 Unrealized +88.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $22,626 Shares 30 Est. Cost $366289.72 Unrealized +98.5%
VRSK VERISK ANALYTICS INC CL A 0.2%
Value ($000) $21,472 Shares 85,371 Est. Cost $283.83 Unrealized -3.6%
ROL ROLLINS INC COM 0.2%
Value ($000) $20,501 Shares 349,021 Est. Cost $31.19 Unrealized +81.5%
META META PLATFORMS INC 0.2%
Value ($000) $20,300 Shares 27,642 Est. Cost $585.57 Unrealized +26.9%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $18,745 Shares 313,780 Est. Cost $76.16 Unrealized -24.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $17,759 Shares 106,130 Est. Cost $73.74 Unrealized +109.2%
FTNT FORTINET INC COM 0.2%
Value ($000) $17,313 Shares 205,912 Est. Cost $52.37 Unrealized +70.4%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $17,156 Shares 177,799 Est. Cost $107.12 Unrealized -7.5%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $16,435 Shares 105,834 Est. Cost $108.92 Unrealized +39.8%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $16,008 Shares 122,033 Est. Cost $73.54 Unrealized +84.2%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $15,373 Shares 43,983 Est. Cost $209.54 Unrealized +63.9%
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $14,267 Shares 18,818 Est. Cost $210.64 Unrealized +249.0%
ET ENERGY TRANSFER LP 0.2%
Value ($000) $13,917 Shares 811,031 Est. Cost $11.46 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $13,474 Shares 51,672 Est. Cost $134.10 Unrealized +91.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $13,471 Shares 73,317 Est. Cost $114.50 Unrealized +68.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $13,284 Shares 57,371 Est. Cost $73.95 Unrealized +173.1%
MLM MARTIN MARIETTA MATERIALS 0.2%
Value ($000) $13,260 Shares 21,039 Est. Cost $436.81 Unrealized +36.1%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $12,858 Shares 13,493 Est. Cost $256.65 Unrealized +289.9%
AON AON PLC CLASS-A ORDINARY SHARE 0.1%
Value ($000) $12,764 Shares 35,797 Est. Cost $194.71 Unrealized +85.7%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $12,503 Shares 117,277 Est. Cost $99.39 Unrealized +5.9%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $12,104 Shares 117,929 Est. Cost $85.75 Unrealized +19.9%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $11,804 Shares 183,802 Est. Cost $58.82 Unrealized +13.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $11,743 Shares 55,786 Est. Cost $157.85 Unrealized +31.2%
ACGL ARCH CAP GROUP LTD ORD 0.1%
Value ($000) $11,692 Shares 128,868 Est. Cost $37.77 Unrealized +137.4%
WMB WILLIAMS COS INC DEL COM 0.1%
Value ($000) $11,541 Shares 182,178 Est. Cost $51.52 Unrealized +12.2%
CLH CLEAN HARBORS INC COM 0.1%
Value ($000) $11,428 Shares 49,212 Est. Cost $240.83 Unrealized -1.7%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $11,393 Shares 190,835 Est. Cost $57.61 Unrealized +17.4%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $11,246 Shares 58,476 Est. Cost $185.34 Unrealized +10.4%
IVV ISHARES TR CORE S&P500 ETF 0.1%
Value ($000) $10,989 Shares 16,419 Est. Cost $301.44 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $10,364 Shares 151,481 Est. Cost $44.18 Unrealized +52.5%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $9,864 Shares 44,667 Est. Cost $194.06 Unrealized +15.3%
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $9,838 Shares 32,704 Est. Cost $63.38 Unrealized +330.2%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $9,255 Shares 73,015 Est. Cost $73.40 Unrealized +86.9%
TTEK TETRA TECH INC NEW COM 0.1%
Value ($000) $9,094 Shares 272,427 Est. Cost $44.28 Unrealized -17.9%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $8,699 Shares 45,695 Est. Cost $114.36 Unrealized +78.2%
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value ($000) $8,680 Shares 5,193 Est. Cost $1066.63 Unrealized +67.3%
AMLP ALPS ETF TR ALERIAN MLP 0.1%
Value ($000) $8,597 Shares 183,192 Est. Cost $47.12 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $8,571 Shares 17,963 Est. Cost $167.15 Unrealized +154.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $7,968 Shares 51,860 Est. Cost $122.40 Unrealized +26.6%
GLD SPDR GOLD TRUST 0.1%
Value ($000) $7,888 Shares 22,190 Est. Cost $188.21 Unrealized
VGT VANGUARD WORLD FDS INF TECH ET 0.1%
Value ($000) $7,770 Shares 10,407 Est. Cost $435.77 Unrealized
VYM VANGUARD HIGH DIV YLD ETF 0.1%
Value ($000) $7,669 Shares 54,408 Est. Cost $87.00 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $7,563 Shares 12,299 Est. Cost $178.22 Unrealized +239.8%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $7,509 Shares 148,936 Est. Cost $60.09 Unrealized -17.7%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $7,349 Shares 98,659 Est. Cost $77.80 Unrealized -2.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $7,303 Shares 91,357 Est. Cost $62.77 Unrealized +34.8%
DE DEERE & CO COM 0.1%
Value ($000) $7,159 Shares 15,656 Est. Cost $174.22 Unrealized +181.0%
KO COCA COLA CO COM 0.1%
Value ($000) $6,976 Shares 105,181 Est. Cost $46.74 Unrealized +45.3%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $6,964 Shares 29,093 Est. Cost $124.09 Unrealized +93.7%
QQQ INVESCO QQQ TRUST SERIES 1 0.1%
Value ($000) $6,763 Shares 11,265 Est. Cost $232.68 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $6,727 Shares 80,260 Est. Cost $53.38 Unrealized +50.8%
UNP UNION PAC CORP COM 0.1%
Value ($000) $6,714 Shares 28,406 Est. Cost $176.29 Unrealized +26.6%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $6,627 Shares 57,880 Est. Cost $131.54 Unrealized -11.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $6,397 Shares 39,439 Est. Cost $79.29 Unrealized +108.3%
CMG CHIPOTLE MEXICAN GRILL INC CL 0.1%
Value ($000) $6,216 Shares 158,600 Est. Cost $61.44 Unrealized -26.7%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $6,124 Shares 194,899 Est. Cost $37.56 Unrealized -11.7%
NKE NIKE INC CL B 0.1%
Value ($000) $5,955 Shares 85,403 Est. Cost $88.44 Unrealized -16.6%
KLAC KLA-TENCOR CORP COM 0.1%
Value ($000) $5,781 Shares 5,359 Est. Cost $336.08 Unrealized +176.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $5,656 Shares 23,374 Est. Cost $174.08 Unrealized
AZO AUTOZONE INC COM 0.1%
Value ($000) $5,642 Shares 1,315 Est. Cost $2861.63 Unrealized +40.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $5,515 Shares 4,600 Est. Cost $45.82 Unrealized +166.4%
VFIAX VANGUARD 500 INDEX FUND - ADM 0.1%
Value ($000) $5,363 Shares 8,688 Est. Cost $354.01 Unrealized
XLK SELECT SECTOR SPDR TR TECHNOLO 0.1%
Value ($000) $5,314 Shares 18,854 Est. Cost $93.94 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $5,244 Shares 25,613 Est. Cost $190.36 Unrealized -5.0%
IBB ISHARES TR NASDAQ BIOTECH INDX 0.1%
Value ($000) $5,195 Shares 35,985 Est. Cost $103.09 Unrealized
WEX WEX INC COM 0.1%
Value ($000) $4,965 Shares 31,518 Est. Cost $207.14 Unrealized -20.1%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $4,891 Shares 67,033 Est. Cost $58.91 Unrealized +27.4%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $4,662 Shares 23,202 Est. Cost $129.72 Unrealized +50.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $4,617 Shares 16,929 Est. Cost $241.45 Unrealized +18.2%
VTSAX VANGUARD INDEX FDS TOT STKIDX 0.1%
Value ($000) $4,600 Shares 28,796 Est. Cost $89.85 Unrealized
MDY SPDR S&P MIDCAP 400 INDEX 0.1%
Value ($000) $4,590 Shares 7,701 Est. Cost $362.22 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $4,503 Shares 7,916 Est. Cost $320.16 Unrealized +79.1%
MRK MERCK & CO INC NEW COM 0.1%
Value ($000) $4,465 Shares 53,195 Est. Cost $73.80 Unrealized +9.8%
FLO FLOWERS FOODS INC COM 0.1%
Value ($000) $4,462 Shares 341,878 Est. Cost $22.30 Unrealized -34.4%
BN BROOKFIELD CORPORATION 0.1%
Value ($000) $4,387 Shares 63,967 Est. Cost $23.99 Unrealized +84.3%
PFE PFIZER INC COM 0.0%
Value ($000) $4,333 Shares 170,065 Est. Cost $36.85 Unrealized -34.5%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $4,287 Shares 48,920 Est. Cost $71.46 Unrealized +30.5%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $4,223 Shares 48,647 Est. Cost $64.22 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $4,000 Shares 17,024 Est. Cost $222.73 Unrealized +5.5%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3,988 Shares 124,966 Est. Cost $40.09 Unrealized -19.1%
BAC BANK AMER CORP COM 0.0%
Value ($000) $3,986 Shares 77,256 Est. Cost $25.74 Unrealized +87.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3,960 Shares 4,303 Est. Cost $135.09 Unrealized +38.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $3,778 Shares 10,940 Est. Cost $320.56 Unrealized -6.7%
QTRX QUANTERIX CORP COM 0.0%
Value ($000) $3,728 Shares 686,464 Est. Cost $12.60 Unrealized -57.8%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $3,593 Shares 8,446 Est. Cost $182.97 Unrealized +97.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $3,561 Shares 7,133 Est. Cost $370.92 Unrealized +20.8%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $3,328 Shares 38,121 Est. Cost $83.92 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3,229 Shares 6,544 Est. Cost $563.68 Unrealized +0.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $3,222 Shares 10,602 Est. Cost $206.15 Unrealized +46.2%
CIBR FIRST TRUST NASDAQ CYBERSECURI 0.0%
Value ($000) $3,219 Shares 42,355 Est. Cost $67.47 Unrealized
VTXPF VICTREX PLC 0.0%
Value ($000) $3,204 Shares 330,548 Est. Cost $24.98 Unrealized -61.0%
RSP INVESCO S&P 500 EQUAL WEIGHT E 0.0%
Value ($000) $3,197 Shares 16,854 Est. Cost $119.13 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP U 0.0%
Value ($000) $3,100 Shares 81,100 Est. Cost $32.29 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $3,080 Shares 12,534 Est. Cost $104.72 Unrealized +128.2%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $2,964 Shares 13,016 Est. Cost $94.58 Unrealized +135.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,956 Shares 6,073 Est. Cost $345.92 Unrealized +54.3%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $2,943 Shares 17,470 Est. Cost $101.14 Unrealized +75.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $2,849 Shares 58,943 Est. Cost $37.25 Unrealized +24.4%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $2,806 Shares 9,419 Est. Cost $177.80 Unrealized +58.3%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $2,733 Shares 21,297 Est. Cost $123.70 Unrealized -2.5%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $2,709 Shares 54,231 Est. Cost $33.12 Unrealized
FCNTX FIDELITY CONTRAFUND INC COM 0.0%
Value ($000) $2,635 Shares 106,425 Est. Cost $16.48 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $2,613 Shares 5,483 Est. Cost $336.83 Unrealized +49.2%
LHX L3HARRIS TECHNOLOGY INC 0.0%
Value ($000) $2,610 Shares 8,547 Est. Cost $219.55 Unrealized +23.6%
BINC BLACKROCK ETF TRUST II FLEXIBL 0.0%
Value ($000) $2,475 Shares 46,492 Est. Cost $52.62 Unrealized
EWG ISHARES MSCI GERMANY 0.0%
Value ($000) $2,439 Shares 58,610 Est. Cost $42.31 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $2,423 Shares 7,695 Est. Cost $208.81 Unrealized +23.9%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2,336 Shares 14,695 Est. Cost $60.93 Unrealized +140.3%
VIG VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $2,332 Shares 10,807 Est. Cost $133.07 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $2,276 Shares 30,147 Est. Cost $62.40 Unrealized +15.7%
HPQ HP INC 0.0%
Value ($000) $2,268 Shares 83,301 Est. Cost $32.06 Unrealized -18.5%
FDGRX FIDELITY GROWTH CO FUND 0.0%
Value ($000) $2,251 Shares 47,049 Est. Cost $19.44 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $2,234 Shares 90,957 Est. Cost $13.96 Unrealized +56.8%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $2,216 Shares 21,506 Est. Cost $54.42 Unrealized +82.3%
AWK AMERICAN WTR WKS CO INC NEW CO 0.0%
Value ($000) $2,198 Shares 15,791 Est. Cost $108.38 Unrealized +29.2%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $2,120 Shares 22,483 Est. Cost $106.65 Unrealized -10.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $2,118 Shares 10,989 Est. Cost $71.62 Unrealized +143.6%
LIN LINDE PUBLIC LTD 0.0%
Value ($000) $2,101 Shares 4,423 Est. Cost $324.18 Unrealized +45.2%
VST VISTRA ENERGY CORP COM 0.0%
Value ($000) $2,085 Shares 10,641 Est. Cost $110.25 Unrealized +79.3%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $2,082 Shares 105,128 Est. Cost $17.72 Unrealized
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $2,069 Shares 4,652 Est. Cost $247.77 Unrealized +40.0%
CSX CSX CORP COM 0.0%
Value ($000) $2,068 Shares 58,242 Est. Cost $27.85 Unrealized +21.8%
NYVTX DAVIS NY VENTURE FD INC CL A 0.0%
Value ($000) $2,031 Shares 73,305 Est. Cost $25.95 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $1,924 Shares 12,656 Est. Cost $105.88 Unrealized +38.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $1,923 Shares 10,993 Est. Cost $148.87 Unrealized +11.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $1,904 Shares 1,994 Est. Cost $352.29 Unrealized +152.2%
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $1,859 Shares 5,663 Est. Cost $237.28 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $1,819 Shares 22,177 Est. Cost $25.73 Unrealized +152.5%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $1,812 Shares 14,575 Est. Cost $114.45 Unrealized +10.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,806 Shares 6,148 Est. Cost $220.31 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1,803 Shares 6,921 Est. Cost $148.90 Unrealized +79.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1,797 Shares 3,929 Est. Cost $187.30 Unrealized +139.4%
XLF SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $1,796 Shares 33,343 Est. Cost $35.91 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1,742 Shares 18,419 Est. Cost $68.19 Unrealized +36.8%
EOG EOG RES INC COM 0.0%
Value ($000) $1,738 Shares 15,505 Est. Cost $82.28 Unrealized +43.4%
SWPPX SCHWAB CAP TR S&P 500IDX SEL 0.0%
Value ($000) $1,670 Shares 96,672 Est. Cost $26.47 Unrealized
XLC SELECT SECTOR SPDR TR COMMUNIC 0.0%
Value ($000) $1,666 Shares 14,075 Est. Cost $80.30 Unrealized
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $1,665 Shares 15,000 Est. Cost $124.58 Unrealized +3.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1,659 Shares 9,975 Est. Cost $95.87 Unrealized +64.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1,650 Shares 26,411 Est. Cost $54.74 Unrealized +15.8%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $1,639 Shares 8,019 Est. Cost $122.89 Unrealized +46.2%
TWCUX AMERICAN CENTY MUT FDS INC ULT 0.0%
Value ($000) $1,637 Shares 15,820 Est. Cost $48.67 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,614 Shares 5,371 Est. Cost $167.56 Unrealized +64.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $1,607 Shares 11,812 Est. Cost $81.68 Unrealized +54.7%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $1,593 Shares 12,875 Est. Cost $81.77 Unrealized +46.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $1,535 Shares 9,489 Est. Cost $138.13 Unrealized +16.8%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1,527 Shares 4,640 Est. Cost $216.43 Unrealized +48.9%
VHC VIRNETX HOLDING CORP 0.0%
Value ($000) $1,514 Shares 84,165 Est. Cost $6.74 Unrealized +137.2%
BA BOEING CO COM 0.0%
Value ($000) $1,507 Shares 6,984 Est. Cost $197.54 Unrealized +14.1%
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $1,505 Shares 5,919 Est. Cost $168.13 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $1,472 Shares 15,682 Est. Cost $82.91 Unrealized +32.0%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $1,421 Shares 11,078 Est. Cost $86.84 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $1,415 Shares 5,450 Est. Cost $229.88 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $1,407 Shares 23,474 Est. Cost $49.96 Unrealized
VCR VANGUARD WORLD CONSUMER DISC E 0.0%
Value ($000) $1,350 Shares 3,409 Est. Cost $312.88 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $1,347 Shares 7,202 Est. Cost $198.68 Unrealized -9.6%
VLCAX VANGUARD INDEX FDS LCP INDX AD 0.0%
Value ($000) $1,340 Shares 8,614 Est. Cost $68.87 Unrealized
WTS WATTS WATER TECHNOLOGIES A 0.0%
Value ($000) $1,313 Shares 4,700 Est. Cost $92.88 Unrealized +188.7%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $1,310 Shares 8,818 Est. Cost $67.57 Unrealized +100.6%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $1,283 Shares 16,500 Est. Cost $79.68 Unrealized -1.9%
ADBE ADOBE SYS INC COM 0.0%
Value ($000) $1,256 Shares 3,560 Est. Cost $519.74 Unrealized -31.0%
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $1,252 Shares 5,373 Est. Cost $135.63 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1,248 Shares 28,022 Est. Cost $21.27 Unrealized +102.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1,238 Shares 19,048 Est. Cost $57.84 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1,238 Shares 22,800 Est. Cost $58.74 Unrealized -7.4%
INGR INGREDION INC COM 0.0%
Value ($000) $1,222 Shares 10,010 Est. Cost $85.04 Unrealized +51.6%
T AT&T INC COM 0.0%
Value ($000) $1,215 Shares 43,038 Est. Cost $21.34 Unrealized +31.5%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $1,176 Shares 5,398 Est. Cost $138.05 Unrealized +47.8%
FBGRX FIDELITY SECS FD BLUE CHIP GWT 0.0%
Value ($000) $1,159 Shares 4,491 Est. Cost $236.66 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $1,124 Shares 3,585 Est. Cost $115.77 Unrealized +155.9%
PPL PPL CORP COM 0.0%
Value ($000) $1,113 Shares 29,947 Est. Cost $26.84 Unrealized +32.0%
XBI SPDR S&P BIOTECHNOLOGY ETF 0.0%
Value ($000) $1,107 Shares 11,046 Est. Cost $87.89 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $1,096 Shares 16,255 Est. Cost $48.93 Unrealized +41.2%
VIS VANGUARD WORLD FDS INDUSTRIAL 0.0%
Value ($000) $1,081 Shares 3,647 Est. Cost $216.13 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT - 0.0%
Value ($000) $1,077 Shares 18,921 Est. Cost $29.68 Unrealized +97.7%
BXSL BLACKSTONE SECD LENDING FD COM 0.0%
Value ($000) $1,063 Shares 40,767 Est. Cost $23.97 Unrealized +18.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1,011 Shares 2,966 Est. Cost $238.46 Unrealized +31.6%
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $1,011 Shares 2,107 Est. Cost $317.96 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $986 Shares 5,267 Est. Cost $227.68 Unrealized -19.2%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $979 Shares 3,410 Est. Cost $199.50 Unrealized +33.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $972 Shares 1,596 Est. Cost $394.56 Unrealized +42.8%
TGT TARGET CORP COM 0.0%
Value ($000) $969 Shares 10,806 Est. Cost $151.25 Unrealized -36.0%
FISV FISERV INC COM 0.0%
Value ($000) $968 Shares 7,506 Est. Cost $99.45 Unrealized +44.1%
DHI D R HORTON INC 0.0%
Value ($000) $967 Shares 5,708 Est. Cost $68.14 Unrealized +129.9%
XLY SELECT SECTOR SPDR TR SBI CONS 0.0%
Value ($000) $966 Shares 4,030 Est. Cost $129.47 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $964 Shares 11,394 Est. Cost $79.71 Unrealized +11.1%
BLK BLACKROCK INC COM 0.0%
Value ($000) $957 Shares 821 Est. Cost $840.24 Unrealized +32.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $952 Shares 22,460 Est. Cost $32.81 Unrealized
EOSE EOS ENERGY ENTERPRISES INC COM 0.0%
Value ($000) $940 Shares 82,500 Est. Cost $4.38 Unrealized +56.1%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $932 Shares 5,057 Est. Cost $47.62 Unrealized +237.1%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $911 Shares 2,160 Est. Cost $120.52 Unrealized +254.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $910 Shares 36,787 Est. Cost $38.21 Unrealized -28.5%
MDCKF CHAPTERS GROUP AG SHS 0.0%
Value ($000) $907 Shares 20,350 Est. Cost $17.27 Unrealized +180.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $903 Shares 8,139 Est. Cost $74.23 Unrealized +51.3%
SONY SONY GROUP CORP SP ADR 0.0%
Value ($000) $898 Shares 31,205 Est. Cost $33.33 Unrealized
PEYAX PUTNAM EQUITY INCOME FD NEW CL 0.0%
Value ($000) $896 Shares 23,079 Est. Cost $25.00 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $894 Shares 3,168 Est. Cost $224.76 Unrealized +22.4%
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $888 Shares 33,000 Est. Cost $58.55 Unrealized -51.0%
CBOE CBOE GLOBAL MARKETS INC COM 0.0%
Value ($000) $880 Shares 3,590 Est. Cost $113.61 Unrealized +111.5%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $879 Shares 36,709 Est. Cost $26.97 Unrealized -9.7%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $879 Shares 5,163 Est. Cost $121.76 Unrealized +21.4%
PSNL PERSONALIS INC COM 0.0%
Value ($000) $874 Shares 134,072 Est. Cost $4.56 Unrealized +24.9%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $872 Shares 17,500 Est. Cost $48.46 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDX 0.0%
Value ($000) $869 Shares 2,957 Est. Cost $247.06 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $863 Shares 1,759 Est. Cost $309.17 Unrealized +47.1%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $861 Shares 19,592 Est. Cost $41.21 Unrealized +3.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $850 Shares 1,100 Est. Cost $168.92 Unrealized +316.2%
BF/B BROWN-FORMAN CORP - CLASS B 0.0%
Value ($000) $848 Shares 31,326 Est. Cost $62.29 Unrealized -54.1%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $843 Shares 5,000 Est. Cost $94.57 Unrealized +44.7%
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $842 Shares 870 Est. Cost $684.89 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $834 Shares 4,984 Est. Cost $95.68 Unrealized +33.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $834 Shares 12,623 Est. Cost $36.01 Unrealized +70.5%
PDFS PDF SOLUTIONS INC COM 0.0%
Value ($000) $826 Shares 32,000 Est. Cost $23.11 Unrealized -5.5%
COO COOPER COS INC COM NEW 0.0%
Value ($000) $823 Shares 12,000 Est. Cost $96.75 Unrealized -26.8%
TSM TAIWAN SEMICONDUCTOR MFG CO SP 0.0%
Value ($000) $816 Shares 2,922 Est. Cost $171.44 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $815 Shares 8,884 Est. Cost $111.44 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $807 Shares 4,325 Est. Cost $146.64 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $796 Shares 49,750 Est. Cost $12.77 Unrealized +9.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $789 Shares 3,675 Est. Cost $104.33 Unrealized +91.9%
RMD RESMED INC COM 0.0%
Value ($000) $787 Shares 2,876 Est. Cost $190.81 Unrealized +42.7%
NOSIX NORTHERN FDS STK INDEX FD 0.0%
Value ($000) $773 Shares 11,403 Est. Cost $35.32 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $772 Shares 5,700 Est. Cost $53.65 Unrealized +161.9%
BIV VANGUARD BD INDEX FD INC INTER 0.0%
Value ($000) $767 Shares 9,816 Est. Cost $72.31 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $765 Shares 6,338 Est. Cost $85.05 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $762 Shares 9,950 Est. Cost $37.24 Unrealized +88.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $760 Shares 5,647 Est. Cost $220.33 Unrealized -28.5%
IJH ISHARES TR CORE S&P MCP ETF 0.0%
Value ($000) $752 Shares 11,520 Est. Cost $90.50 Unrealized
ABDAX COLUMBIA FUNDS SER TR II MA PO 0.0%
Value ($000) $740 Shares 76,022 Est. Cost $9.73 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $737 Shares 10,903 Est. Cost $54.37 Unrealized +32.7%
SCHX SCHWAB STRATEGIC TR US LRG CAP 0.0%
Value ($000) $736 Shares 27,951 Est. Cost $30.42 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $725 Shares 3,304 Est. Cost $147.00 Unrealized +36.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $711 Shares 3,900 Est. Cost $60.22 Unrealized +169.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $701 Shares 2,280 Est. Cost $193.64 Unrealized +46.3%
VDC VANGUARD WORLD FDS CONSUM STP 0.0%
Value ($000) $701 Shares 3,279 Est. Cost $196.24 Unrealized
EBC EASTERN BANKSHARES INC COM 0.0%
Value ($000) $698 Shares 38,433 Est. Cost $15.55 Unrealized +4.8%
LVMUY LVMH MOET HENNESSY LOU VUITTON 0.0%
Value ($000) $692 Shares 5,659 Est. Cost $130.37 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF SH 0.0%
Value ($000) $692 Shares 7,705 Est. Cost $28.28 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $687 Shares 6,305 Est. Cost $39.62 Unrealized +155.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $674 Shares 4,763 Est. Cost $91.52 Unrealized +47.4%
MET METLIFE INC COM 0.0%
Value ($000) $671 Shares 8,143 Est. Cost $59.86 Unrealized +30.1%
XLE SELECT SECTOR SPDR TR SBI INT- 0.0%
Value ($000) $666 Shares 7,450 Est. Cost $81.71 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $657 Shares 3,259 Est. Cost $156.07 Unrealized +30.7%
PLD PROLOGIS INC COM 0.0%
Value ($000) $655 Shares 5,716 Est. Cost $90.44 Unrealized +19.7%
TRBCX T ROWE PR BLUE CHIP GROW 0.0%
Value ($000) $653 Shares 3,011 Est. Cost $133.18 Unrealized
WAMVX WASATCH FUNDS TR MICRO CAP VAL 0.0%
Value ($000) $650 Shares 142,593 Est. Cost $3.76 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $648 Shares 4,001 Est. Cost $136.43 Unrealized +13.8%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $644 Shares 8,570 Est. Cost $71.08 Unrealized +4.9%
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.0%
Value ($000) $643 Shares 23,565 Est. Cost $40.04 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $639 Shares 4,467 Est. Cost $130.87 Unrealized +7.6%
WIGRX WASATCH FDS TR CRE GWTH INSTL 0.0%
Value ($000) $638 Shares 7,500 Est. Cost $82.98 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $616 Shares 4,306 Est. Cost $95.18 Unrealized +42.1%
VIMAX VANGUARD MID CAP INDEX FUND AD 0.0%
Value ($000) $608 Shares 1,671 Est. Cost $228.82 Unrealized
SGOIX FIRST EAGLE OVERSEAS - I 0.0%
Value ($000) $607 Shares 18,898 Est. Cost $28.58 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $604 Shares 2,163 Est. Cost $161.51 Unrealized +64.6%
SEEGX JPMORGAN TR II LARGE CAP GR S 0.0%
Value ($000) $599 Shares 6,463 Est. Cost $41.94 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $595 Shares 6,509 Est. Cost $62.06 Unrealized +45.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $586 Shares 8,731 Est. Cost $71.26 Unrealized +0.8%
AIG AMERICAN INTL GROUP INC COM NE 0.0%
Value ($000) $584 Shares 7,436 Est. Cost $53.48 Unrealized +47.9%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $580 Shares 2,729 Est. Cost $180.55 Unrealized +20.6%
CYRX CRYOPORT INC COM PAR $0.001 0.0%
Value ($000) $560 Shares 59,089 Est. Cost $40.68 Unrealized -79.3%
NUVEEN AMT FREE QLTY MUN INCME 0.0%
Value ($000) $559 Shares 49,093 Est. Cost $11.39 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value ($000) $559 Shares 5,524 Est. Cost $36.45 Unrealized +150.8%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $558 Shares 7,800 Est. Cost $54.00 Unrealized
MATX MATSON INC COM 0.0%
Value ($000) $556 Shares 5,635 Est. Cost $81.70 Unrealized +30.0%
IJR ISHARES TR S&P SMALL CAP 600 0.0%
Value ($000) $553 Shares 4,651 Est. Cost $84.01 Unrealized
HAYPP GROUP AB ORDF 0.0%
Value ($000) $549 Shares 31,500 Est. Cost $7.05 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $548 Shares 2,792 Est. Cost $75.38 Unrealized +141.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $548 Shares 7,030 Est. Cost $27.24 Unrealized +14.3%
TOTL SPDR DOUBLELINE TOTAL RETURN T 0.0%
Value ($000) $543 Shares 13,375 Est. Cost $38.65 Unrealized
PRGFX PRICE T ROWE GROWTH STK FD INC 0.0%
Value ($000) $542 Shares 4,483 Est. Cost $69.70 Unrealized
HLIEX JPMORGAN TR II EQTY INCOME SL 0.0%
Value ($000) $539 Shares 20,359 Est. Cost $19.11 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC 0.0%
Value ($000) $538 Shares 6,334 Est. Cost $41.93 Unrealized +111.2%
NRC NATIONAL RESH CORP COM NEW 0.0%
Value ($000) $537 Shares 41,998 Est. Cost $36.16 Unrealized -58.5%
CPB THE CAMPBELL'S COMPANY 0.0%
Value ($000) $526 Shares 16,663 Est. Cost $39.86 Unrealized -19.9%
ITOT ISHARES TR CORE S&P TTL STK 0.0%
Value ($000) $524 Shares 3,600 Est. Cost $135.04 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $520 Shares 10,314 Est. Cost $30.08 Unrealized +53.3%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $518 Shares 21,908 Est. Cost $20.73 Unrealized +14.9%
SLM SLM CORP COM 0.0%
Value ($000) $512 Shares 18,487 Est. Cost $17.27 Unrealized +80.7%
CME CME GROUP INC COM 0.0%
Value ($000) $510 Shares 1,888 Est. Cost $177.79 Unrealized +51.8%
VFH VANGUARD WORLD FDS FINANCIALS 0.0%
Value ($000) $506 Shares 3,856 Est. Cost $118.63 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $501 Shares 8,621 Est. Cost $66.63 Unrealized -18.6%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $499 Shares 4,593 Est. Cost $105.06 Unrealized +1.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $496 Shares 8,365 Est. Cost $46.97 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $494 Shares 5,177 Est. Cost $61.35 Unrealized +54.1%
MMM 3M CO COM 0.0%
Value ($000) $493 Shares 3,175 Est. Cost $113.00 Unrealized +35.5%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $482 Shares 2,133 Est. Cost $108.15 Unrealized +99.6%
WAB WABTEC CORP COM 0.0%
Value ($000) $479 Shares 2,389 Est. Cost $88.55 Unrealized +122.5%
AME AMETEK INC NEW COM 0.0%
Value ($000) $477 Shares 2,537 Est. Cost $104.54 Unrealized +75.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $463 Shares 6,032 Est. Cost $66.60 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $459 Shares 817 Est. Cost $591.83 Unrealized -4.7%
MFA MFA FINL INC COM 0.0%
Value ($000) $456 Shares 49,662 Est. Cost $5.02 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $454 Shares 801 Est. Cost $434.22 Unrealized +29.6%
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $449 Shares 3,683 Est. Cost $81.83 Unrealized
VTCLX VANGUARD TAX MANAGED INTL FD C 0.0%
Value ($000) $447 Shares 1,300 Est. Cost $153.17 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $444 Shares 1,134 Est. Cost $285.56 Unrealized +46.3%
ABBNY ABB LTD 0.0%
Value ($000) $444 Shares 6,171 Est. Cost $27.52 Unrealized
VBIAX VANGUARD BALANCED INDEX-ADM 0.0%
Value ($000) $443 Shares 8,444 Est. Cost $46.30 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $439 Shares 2,157 Est. Cost $171.15 Unrealized +11.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $437 Shares 890 Est. Cost $140.86 Unrealized +262.2%
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $436 Shares 1,150 Est. Cost $363.15 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $434 Shares 2,726 Est. Cost $159.70 Unrealized +5.7%
RSG REPUBLIC SERVICES INC CL A 0.0%
Value ($000) $431 Shares 1,876 Est. Cost $154.98 Unrealized +50.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $430 Shares 12,470 Est. Cost $28.34 Unrealized
ULTA ULTA SALON COSMETCS & FRAG INC 0.0%
Value ($000) $421 Shares 770 Est. Cost $303.42 Unrealized +68.9%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $417 Shares 18,025 Est. Cost $21.04 Unrealized +14.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $415 Shares 2,642 Est. Cost $114.85 Unrealized +33.7%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $413 Shares 6,000 Est. Cost $47.28 Unrealized +32.8%
SRE SEMPRA ENERGY 0.0%
Value ($000) $407 Shares 4,528 Est. Cost $69.06 Unrealized +15.6%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $404 Shares 6,000 Est. Cost $47.88 Unrealized +30.4%
L LOEWS CORP COM 0.0%
Value ($000) $389 Shares 3,879 Est. Cost $55.47 Unrealized +70.3%
FAST FASTENAL CO COM 0.0%
Value ($000) $385 Shares 7,854 Est. Cost $18.29 Unrealized +156.6%
ITT ITT INC 0.0%
Value ($000) $375 Shares 2,096 Est. Cost $98.13 Unrealized +71.0%
FNV FRANCO NEVADA CORP COM 0.0%
Value ($000) $371 Shares 1,665 Est. Cost $139.74 Unrealized +29.0%
AGG ISHARES BARCLAYS AGGREGATE 0.0%
Value ($000) $371 Shares 3,700 Est. Cost $99.02 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU 0.0%
Value ($000) $370 Shares 34,963 Est. Cost $10.59 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $369 Shares 5,500 Est. Cost $62.91 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $368 Shares 3,858 Est. Cost $170.72 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $367 Shares 1,429 Est. Cost $145.61 Unrealized +72.0%
BBH VANECK VECTORS ETF TR 0.0%
Value ($000) $364 Shares 2,200 Est. Cost $118.99 Unrealized
CHTR CHARTER COMMUNICATIONS INC DEL 0.0%
Value ($000) $364 Shares 1,323 Est. Cost $486.17 Unrealized -37.8%
LGVAX LEGG MASON GLOBAL ASSET MGMT T 0.0%
Value ($000) $362 Shares 3,583 Est. Cost $93.62 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value ($000) $361 Shares 5,306 Est. Cost $63.94 Unrealized
VGHAX VANGUARD SPECIALIZED PORTFOLIO 0.0%
Value ($000) $355 Shares 4,558 Est. Cost $93.13 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $353 Shares 8,032 Est. Cost $31.25 Unrealized +27.0%
FRFHF FAIRFAX FINL HLDGS LTD SUB VTG 0.0%
Value ($000) $350 Shares 200 Est. Cost $1014.79 Unrealized +72.8%
STAA STAAR SURGICAL CO COM PAR $0.0 0.0%
Value ($000) $347 Shares 12,900 Est. Cost $107.29 Unrealized -77.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $345 Shares 8,037 Est. Cost $41.96 Unrealized +8.3%
FENI FIDELITY ENHANCED INTERNATIONA 0.0%
Value ($000) $341 Shares 9,664 Est. Cost $33.26 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $340 Shares 2,099 Est. Cost $147.35 Unrealized +15.8%
BND VANGUARD TOTAL BOND MARKET FUN 0.0%
Value ($000) $337 Shares 4,533 Est. Cost $74.65 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value ($000) $335 Shares 9,756 Est. Cost $39.01 Unrealized -12.0%
PRDGX ROWE T PRICE DIVID GROWTH FD C 0.0%
Value ($000) $334 Shares 3,916 Est. Cost $46.27 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $327 Shares 2,362 Est. Cost $128.26 Unrealized +3.2%
JCI JOHNSON CONTROLS INTL PLC 0.0%
Value ($000) $327 Shares 2,972 Est. Cost $70.27 Unrealized +52.1%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $324 Shares 3,680 Est. Cost $183.74 Unrealized -51.8%
UAL UNITED CONTL HLDGS INC COM 0.0%
Value ($000) $323 Shares 3,350 Est. Cost $83.76 Unrealized +14.8%
PIMCO DYNAMIC INCOME OPRNTS FD 0.0%
Value ($000) $322 Shares 22,807 Est. Cost $12.39 Unrealized
IWF ISHARES TR RUSSELL 1000 GROWTH 0.0%
Value ($000) $321 Shares 685 Est. Cost $378.93 Unrealized
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $320 Shares 820 Est. Cost $239.36 Unrealized +62.6%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $314 Shares 1,324 Est. Cost $225.18 Unrealized +11.7%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $313 Shares 3,840 Est. Cost $66.36 Unrealized +12.0%
VXUS VANGUARD STAR FD VG TL INTL ST 0.0%
Value ($000) $311 Shares 4,236 Est. Cost $60.68 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $307 Shares 12,585 Est. Cost $26.75 Unrealized
IVE ISHARES TR S&P 500 VALUE 0.0%
Value ($000) $305 Shares 1,478 Est. Cost $136.90 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $304 Shares 3,798 Est. Cost $79.40 Unrealized
FCX FREEPORT-MCMORAN INC. 0.0%
Value ($000) $304 Shares 7,739 Est. Cost $40.32 Unrealized +7.2%
TR TOOTSIE ROLL INDS INC COM 0.0%
Value ($000) $302 Shares 7,197 Est. Cost $31.46 Unrealized +23.9%
XEL XCEL ENERGY INC 0.0%
Value ($000) $301 Shares 3,738 Est. Cost $55.31 Unrealized +29.0%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $301 Shares 2,325 Est. Cost $108.10 Unrealized +20.1%
FNDX SCHWAB STRATEGIC TR SCHWAB FDT 0.0%
Value ($000) $292 Shares 11,089 Est. Cost $34.33 Unrealized
TOYOF TOYOTA MOTOR CORP COM 0.0%
Value ($000) $289 Shares 15,000 Est. Cost $16.52 Unrealized +14.1%
MUB ISHARES S&P NAT MUNI BOND FD 0.0%
Value ($000) $288 Shares 2,700 Est. Cost $104.48 Unrealized
SOXX ISHARES TR S&P NA TECH-SEMICON 0.0%
Value ($000) $285 Shares 1,050 Est. Cost $238.70 Unrealized
ESAB ESAB CORPORATION COM 0.0%
Value ($000) $284 Shares 2,544 Est. Cost $47.67 Unrealized +149.0%
BHP BHP BILLITON LTD SPONSORED ADR 0.0%
Value ($000) $283 Shares 5,069 Est. Cost $64.19 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $281 Shares 5,072 Est. Cost $114.39 Unrealized
XLV SELECT SECTOR SPDR TR SBI HEAL 0.0%
Value ($000) $279 Shares 2,003 Est. Cost $130.15 Unrealized
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $279 Shares 21,181 Est. Cost $15.55 Unrealized -12.7%
PEG PUBLIC SVC ENTERPRISE GROUP CO 0.0%
Value ($000) $275 Shares 3,295 Est. Cost $48.93 Unrealized +69.1%
VIGAX VANGUARD INDEX FDS GRW INDEX A 0.0%
Value ($000) $273 Shares 1,104 Est. Cost $190.95 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $269 Shares 1,142 Est. Cost $185.46 Unrealized +23.1%
BNY MELLON STRATEGIC MUNS INC 0.0%
Value ($000) $269 Shares 43,037 Est. Cost $6.25 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC 0.0%
Value ($000) $266 Shares 4,318 Est. Cost $107.49 Unrealized -36.9%
COR CENCORA INC 0.0%
Value ($000) $265 Shares 848 Est. Cost $249.56 Unrealized +17.6%
KVUE KENVUE INC COM 0.0%
Value ($000) $264 Shares 16,246 Est. Cost $21.04 Unrealized -4.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $263 Shares 2,778 Est. Cost $55.02 Unrealized +67.6%
ACM AECOM TECHNOLOGY CORP DELAWARE 0.0%
Value ($000) $261 Shares 2,000 Est. Cost $107.82 Unrealized +11.4%
VHCIX VANGUARD WORLD FDS HLTHCR INDX 0.0%
Value ($000) $260 Shares 2,000 Est. Cost $135.45 Unrealized
HLFNX HENNESSY FUNDS TR LARGE CAP FI 0.0%
Value ($000) $256 Shares 7,228 Est. Cost $35.35 Unrealized
NUVEEN NEW YORK ATM-FREE MUNI 0.0%
Value ($000) $255 Shares 24,966 Est. Cost $10.36 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $252 Shares 4,288 Est. Cost $55.98 Unrealized +4.1%
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $249 Shares 3,015 Est. Cost $77.31 Unrealized
WAMCX WASATCH ULTRA GROWTH FUND 0.0%
Value ($000) $249 Shares 8,116 Est. Cost $30.63 Unrealized
NUVEEN ENHANCED MUN CREDIT OPP 0.0%
Value ($000) $248 Shares 19,747 Est. Cost $12.56 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $247 Shares 2,197 Est. Cost $93.64 Unrealized +15.5%
ERIE ERIE INDTY CO CL A 0.0%
Value ($000) $245 Shares 770 Est. Cost $250.44 Unrealized +37.3%
FPVSXX FT UT11342CAP69CSA 0.0%
Value ($000) $243 Shares 20,338 Est. Cost $11.92 Unrealized
FKU FIRST TRUST UNITED KINGDOM ALP 0.0%
Value ($000) $242 Shares 5,000 Est. Cost $46.89 Unrealized
IGV ISHARES S&P NA TECH-SOFTWARE 0.0%
Value ($000) $239 Shares 2,077 Est. Cost $88.99 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $233 Shares 1,582 Est. Cost $120.19 Unrealized +14.9%
SOFTBANK CORP ORD 0.0%
Value ($000) $227 Shares 1,800 Est. Cost $126.31 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value ($000) $227 Shares 350 Est. Cost $606.37 Unrealized 0.0%
FTRNX FIDELITY TREND FD INC COM 0.0%
Value ($000) $224 Shares 1,076 Est. Cost $189.87 Unrealized
SNXFX SCHWAB INVTS 1000 INDEX INV 0.0%
Value ($000) $224 Shares 15,528 Est. Cost $26.33 Unrealized
AGTHX GROWTH FD AMER INC COM 0.0%
Value ($000) $220 Shares 2,509 Est. Cost $82.20 Unrealized
VG VENTURE GLOBAL INC CL A 0.0%
Value ($000) $220 Shares 15,475 Est. Cost $14.20 Unrealized 0.0%
HSIC SCHEIN HENRY INC COM 0.0%
Value ($000) $219 Shares 3,300 Est. Cost $83.82 Unrealized -17.4%
INTC INTEL CORP COM 0.0%
Value ($000) $218 Shares 6,511 Est. Cost $24.23 Unrealized 0.0%
AMCFX AMCAP FD INC SHS CL F-2 0.0%
Value ($000) $218 Shares 4,581 Est. Cost $44.95 Unrealized
FLOT ISHARES TR FLTG RATE BD ETF 0.0%
Value ($000) $217 Shares 4,252 Est. Cost $50.79 Unrealized
ARES DYNAMIC CR ALLOCATION FD 0.0%
Value ($000) $217 Shares 15,435 Est. Cost $12.90 Unrealized
BALL BALL CORP 0.0%
Value ($000) $217 Shares 4,306 Est. Cost $69.12 Unrealized -22.3%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $216 Shares 2,128 Est. Cost $94.11 Unrealized 0.0%
CENTRAL SECURITIES CORP 0.0%
Value ($000) $214 Shares 4,172 Est. Cost $51.37 Unrealized
MOD MODINE MFG CO COM 0.0%
Value ($000) $213 Shares 1,500 Est. Cost $127.24 Unrealized 0.0%
VSGAX VANGUARD BD INDEX FD INC SC GW 0.0%
Value ($000) $210 Shares 2,005 Est. Cost $104.67 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $208 Shares 3,100 Est. Cost $66.86 Unrealized +5.2%
SHY ISHARES LEHMAN 1-3 YR TREASURY 0.0%
Value ($000) $208 Shares 2,505 Est. Cost $82.86 Unrealized
JJSF J & J SNACK FOODS CORP COM 0.0%
Value ($000) $205 Shares 2,129 Est. Cost $126.57 Unrealized -13.7%
SPYM SPDR SER TR PORTFOLIO S&P500 0.0%
Value ($000) $204 Shares 2,602 Est. Cost $78.34 Unrealized
NEUBERGER BERMAN MUN FD INC CO 0.0%
Value ($000) $178 Shares 17,289 Est. Cost $10.32 Unrealized
PSTKX PIMCO FDS PAC INVT MGMT SER ST 0.0%
Value ($000) $175 Shares 12,201 Est. Cost $12.40 Unrealized
LCTX LINEAGE CELL THERAPEUTICS INC 0.0%
Value ($000) $171 Shares 101,300 Est. Cost $2.34 Unrealized -49.4%
WEN WENDYS CO COM 0.0%
Value ($000) $169 Shares 18,500 Est. Cost $22.19 Unrealized -53.7%
FMAGX FIDELITY MAGELLAN FD COM 0.0%
Value ($000) $169 Shares 10,503 Est. Cost $11.96 Unrealized
THCIX THORNBURG INV TR CORE PLUS BON 0.0%
Value ($000) $163 Shares 15,446 Est. Cost $10.44 Unrealized
FCVLQX FT UT11180HES73CSA 0.0%
Value ($000) $162 Shares 16,425 Est. Cost $9.85 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $160 Shares 11,717 Est. Cost $13.42 Unrealized +4.4%
WMCVX WASATCH FDS INC SMALL CAP VAL 0.0%
Value ($000) $158 Shares 16,000 Est. Cost $9.89 Unrealized
DOUBLELINE INCOME SOLUTIONS FD 0.0%
Value ($000) $157 Shares 12,822 Est. Cost $11.72 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $148 Shares 14,912 Est. Cost $10.09 Unrealized -5.2%
XNXNX NUVEEN N Y SELECT TAX FREE INC 0.0%
Value ($000) $144 Shares 12,000 Est. Cost $11.64 Unrealized
PENNX ROYCE FD PENN MUT INV 0.0%
Value ($000) $140 Shares 14,481 Est. Cost $9.13 Unrealized
NMFC NEW MOUNTAIN FIN CORP COM 0.0%
Value ($000) $135 Shares 14,000 Est. Cost $6.74 Unrealized +44.8%
INVESCO VAN KAMPEN ADV MUNI IN 0.0%
Value ($000) $132 Shares 15,000 Est. Cost $8.45 Unrealized
MFIC MIDCAP FINANCIAL INVESTMENT CO 0.0%
Value ($000) $131 Shares 10,901 Est. Cost $11.85 Unrealized +2.0%
DELAWARE INVTS NATL MUN INCOME 0.0%
Value ($000) $130 Shares 12,711 Est. Cost $10.26 Unrealized
MATV MATV HOLDINGS INC 0.0%
Value ($000) $125 Shares 11,027 Est. Cost $22.23 Unrealized -56.0%
NUVEEN FLOATING RATE INCOME FD 0.0%
Value ($000) $123 Shares 15,000 Est. Cost $8.18 Unrealized
FOTKEX FT UT11631COGRCSA 0.0%
Value ($000) $113 Shares 10,551 Est. Cost $10.73 Unrealized
FMOOOX FT UT12209RIBE54CM 0.0%
Value ($000) $113 Shares 10,950 Est. Cost $10.29 Unrealized
BLACKROCK MUNIHOLDINGS CA INSU 0.0%
Value ($000) $111 Shares 10,275 Est. Cost $10.14 Unrealized
PIMCO HIGH INCOME FUND 0.0%
Value ($000) $106 Shares 21,240 Est. Cost $4.42 Unrealized
AUR AURORA INNOVATION INC CLASS A 0.0%
Value ($000) $92 Shares 17,000 Est. Cost $5.87 Unrealized 0.0%
HENDERSON GLOBAL FDS GLOBAL EQ 0.0%
Value ($000) $79 Shares 11,291 Est. Cost $6.80 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $67 Shares 11,019 Est. Cost $6.90 Unrealized -30.4%
TELFY TELEFONICA SA ADR 0.0%
Value ($000) $58 Shares 11,377 Est. Cost $5.15 Unrealized
ATAI BECKLEY NV SHS 0.0%
Value ($000) $53 Shares 10,000 Est. Cost $7.65 Unrealized
EEICX EATON VANCE MUTUAL FUNDS TR EM 0.0%
Value ($000) $50 Shares 14,286 Est. Cost $3.50 Unrealized
HRBR HARBOR DIVERSIFIED INC COM 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $2.13 Unrealized -74.4%
CYDY CYTODYN INC COM 0.0%
Value ($000) $12 Shares 45,001 Est. Cost $0.16 Unrealized +82.1%
NWBO NORTHWEST BIOTHERAPEUTICS INC 0.0%
Value ($000) $6 Shares 27,000 Est. Cost $0.30 Unrealized -16.1%
DRONE DELIVERY CDA CORP COM & 0.0%
Value ($000) $5 Shares 11,120 Est. Cost $0.27 Unrealized
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $3 Shares 10,253 Est. Cost $0.29 Unrealized
XERI XERIANT INC COM 0.0%
Value ($000) $1 Shares 150,288 Est. Cost $0.04 Unrealized -75.0%
ISLET SCIENCES INC COM 0.0%
Value ($000) $1 Shares 101,582 Est. Cost Unrealized
APPLIED MINERALS INC COM 0.0%
Value ($000) $0 Shares 4,008,601 Est. Cost $0.02 Unrealized
PKTX PROTOKINETIX INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.19 Unrealized -96.4%
NII HLDGS INC COM PAR $0.001 0.0%
Value ($000) $0 Shares 49,996 Est. Cost $1.96 Unrealized
4LICENSING CORP 0.0%
Value ($000) $0 Shares 18,000 Est. Cost Unrealized
RGIN REGENICIN INC 0.0%
Value ($000) $0 Shares 75,000 Est. Cost $0.00 Unrealized 0.0%
GTSWF GETSWIFT TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 20,714 Est. Cost $1.45 Unrealized -100.0%