WHITE PINE CAPITAL LLC Diversified Active

CIK: 0001137429 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $315,059 (100.0% shares, 0.0% debt)

Holdings (221)

MSFT MICROSOFT CORP COM 4.8%
Value ($000) $15,194 Shares 30,545 Est. Cost $27.54 Unrealized +1469.8%
MMM 3M CO 4.7%
Value ($000) $14,906 Shares 97,909 Est. Cost $61.26 Unrealized +130.5%
AAPL APPLE INC 3.4%
Value ($000) $10,725 Shares 52,272 Est. Cost $91.96 Unrealized +119.0%
IVV ISHARES CORE S&P 500 INDEX FUN 3.1%
Value ($000) $9,615 Shares 15,485 Est. Cost $370.49 Unrealized
AMZN AMAZON.COM INC 2.0%
Value ($000) $6,318 Shares 28,797 Est. Cost $132.12 Unrealized +49.8%
SPY SPDR S&P 500 ETF TRUST 1.9%
Value ($000) $6,126 Shares 9,916 Est. Cost $223.95 Unrealized
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $5,613 Shares 19,360 Est. Cost $82.92 Unrealized +204.7%
V VISA INC CLASS A 1.7%
Value ($000) $5,341 Shares 15,042 Est. Cost $71.49 Unrealized +385.3%
GE GE AEROSPACE 1.6%
Value ($000) $5,075 Shares 19,716 Est. Cost $66.56 Unrealized +228.4%
GOOGL ALPHABET INC CL A 1.5%
Value ($000) $4,696 Shares 26,648 Est. Cost $108.66 Unrealized +50.3%
PFF ISHARES TR PFD AND INCOME SEC 1.4%
Value ($000) $4,421 Shares 144,102 Est. Cost $33.18 Unrealized
GLD SPDR GOLD TRUST FUND 1.4%
Value ($000) $4,366 Shares 14,323 Est. Cost $138.45 Unrealized
IBM INTERNATIONAL BUS MACH COM 1.4%
Value ($000) $4,324 Shares 14,669 Est. Cost $103.89 Unrealized +144.3%
FLOT ISHARES FLOATING RATE BOND ETF 1.3%
Value ($000) $4,190 Shares 82,125 Est. Cost $241.08 Unrealized
WMT WALMART INC 1.3%
Value ($000) $4,176 Shares 42,709 Est. Cost $50.61 Unrealized +87.2%
EATON VANCE SENIOR FLOATING-RA 1.3%
Value ($000) $4,132 Shares 340,910 Est. Cost $253.13 Unrealized
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $4,020 Shares 26,316 Est. Cost $64.78 Unrealized +132.8%
WFC WELLS FARGO & COMPANY 1.1%
Value ($000) $3,360 Shares 41,932 Est. Cost $36.79 Unrealized +93.4%
NVDA NVIDIA CORP 1.1%
Value ($000) $3,342 Shares 21,153 Est. Cost $101.71 Unrealized +23.7%
META META PLATFORMS INC 1.0%
Value ($000) $3,295 Shares 4,464 Est. Cost $488.26 Unrealized +26.3%
EMR EMERSON ELEC CO COM 0.9%
Value ($000) $2,927 Shares 21,957 Est. Cost $62.07 Unrealized +82.9%
MRK MERCK & CO INC (NEW) 0.9%
Value ($000) $2,921 Shares 36,901 Est. Cost $36.61 Unrealized +111.4%
ECL ECOLAB INC 0.9%
Value ($000) $2,797 Shares 10,382 Est. Cost $92.76 Unrealized +172.1%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $2,763 Shares 19,296 Est. Cost $75.28 Unrealized +82.0%
TRV TRAVELERS COMPANIES INC 0.9%
Value ($000) $2,754 Shares 10,294 Est. Cost $69.07 Unrealized +277.4%
ABT ABBOTT LABS COM 0.8%
Value ($000) $2,652 Shares 19,500 Est. Cost $44.96 Unrealized +190.5%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $2,613 Shares 11,223 Est. Cost $67.72 Unrealized +194.8%
EQIX EQUINIX INC COM NEW 0.8%
Value ($000) $2,576 Shares 3,239 Est. Cost $181.49 Unrealized +360.4%
SPYD SPDR S&P 500 ETF HIGH DIVIDEND 0.8%
Value ($000) $2,576 Shares 60,699 Est. Cost $36.10 Unrealized
GENI GENIUS SPORTS, LTD 0.8%
Value ($000) $2,538 Shares 244,053 Est. Cost $4.31 Unrealized +131.8%
EFA ISHARES MSCI EAFE ETF 0.8%
Value ($000) $2,531 Shares 28,315 Est. Cost $68.51 Unrealized
ORCL ORACLE CORPORATION 0.8%
Value ($000) $2,477 Shares 11,328 Est. Cost $72.96 Unrealized +120.4%
T AT&T INC 0.8%
Value ($000) $2,458 Shares 84,947 Est. Cost $14.36 Unrealized +87.8%
ATRO ASTRONICS CORP 0.8%
Value ($000) $2,414 Shares 72,090 Est. Cost $14.64 Unrealized +91.6%
GOOG ALPHABET INC CL C 0.8%
Value ($000) $2,381 Shares 13,421 Est. Cost $107.36 Unrealized +53.6%
SXI STANDEX INTERNATIONAL CORP 0.8%
Value ($000) $2,373 Shares 15,167 Est. Cost $68.72 Unrealized +118.2%
PEP PEPSICO INC COM 0.7%
Value ($000) $2,253 Shares 17,066 Est. Cost $62.97 Unrealized +108.1%
MS MORGAN STANLEY 0.7%
Value ($000) $2,228 Shares 15,820 Est. Cost $29.42 Unrealized +311.2%
RJF RAYMOND JAMES FINANCIAL 0.7%
Value ($000) $2,228 Shares 14,524 Est. Cost $45.42 Unrealized +212.3%
PGX INVESCO PREFERRED PORTFOLIO 0.7%
Value ($000) $2,195 Shares 197,193 Est. Cost $11.52 Unrealized
RDNT RADNET INC 0.7%
Value ($000) $2,148 Shares 37,742 Est. Cost $21.36 Unrealized +157.2%
ADTN ADTRAN HOLDINGS INC COM 0.7%
Value ($000) $2,067 Shares 230,445 Est. Cost $5.52 Unrealized +44.5%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $2,063 Shares 29,730 Est. Cost $33.85 Unrealized +78.4%
BAC BANK OF AMERICA CORP COM 0.6%
Value ($000) $2,028 Shares 42,848 Est. Cost $14.68 Unrealized +182.3%
TGT TARGET CORP 0.6%
Value ($000) $2,027 Shares 20,550 Est. Cost $56.32 Unrealized +65.7%
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $2,016 Shares 18,700 Est. Cost $53.88 Unrealized +94.0%
BA BOEING CO COM 0.6%
Value ($000) $1,963 Shares 9,367 Est. Cost $190.85 Unrealized -1.0%
ALL ALLSTATE CORP COM 0.6%
Value ($000) $1,919 Shares 9,530 Est. Cost $70.42 Unrealized +179.6%
SOLV SOLVENTUM CORP 0.6%
Value ($000) $1,916 Shares 25,263 Est. Cost $74.47 Unrealized -4.9%
CECO CECO ENVIRONMENTAL CORP 0.6%
Value ($000) $1,853 Shares 65,457 Est. Cost $8.05 Unrealized +209.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.6%
Value ($000) $1,831 Shares 19,914 Est. Cost $79.02 Unrealized
AXTI AXT INC 0.6%
Value ($000) $1,798 Shares 860,411 Est. Cost $3.36 Unrealized -53.8%
C CITIGROUP INC COM 0.6%
Value ($000) $1,784 Shares 20,962 Est. Cost $42.88 Unrealized +66.0%
VZ VERIZON COMMUNICATIONS 0.6%
Value ($000) $1,783 Shares 41,212 Est. Cost $30.10 Unrealized +39.0%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $1,767 Shares 7,148 Est. Cost $121.61 Unrealized +95.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.5%
Value ($000) $1,713 Shares 17,969 Est. Cost $59.35 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.5%
Value ($000) $1,713 Shares 15,556 Est. Cost $70.51 Unrealized
RBBN RIBBON COMMUNICATIONS, INC 0.5%
Value ($000) $1,680 Shares 418,957 Est. Cost $3.20 Unrealized +12.5%
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $1,561 Shares 11,500 Est. Cost $82.26 Unrealized
WNEB WESTERN NEW ENGLAND BANCORP IN 0.5%
Value ($000) $1,553 Shares 168,254 Est. Cost $7.56 Unrealized +17.6%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $1,496 Shares 9,389 Est. Cost $63.82 Unrealized +151.9%
GEV GE VERNOVA INC COM 0.5%
Value ($000) $1,471 Shares 2,779 Est. Cost $141.61 Unrealized +193.8%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,428 Shares 4,887 Est. Cost $103.91 Unrealized +192.1%
DCI DONALDSON INC COM 0.4%
Value ($000) $1,416 Shares 20,421 Est. Cost $35.13 Unrealized +88.8%
XEL XCEL ENERGY INC 0.4%
Value ($000) $1,383 Shares 20,305 Est. Cost $26.37 Unrealized +157.1%
NGS NATURAL GAS SERVICES GROUP 0.4%
Value ($000) $1,358 Shares 52,623 Est. Cost $14.03 Unrealized +58.3%
ROP ROPER INDUSTRIES INC 0.4%
Value ($000) $1,346 Shares 2,375 Est. Cost $447.31 Unrealized +25.7%
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $1,326 Shares 6,786 Est. Cost $138.00 Unrealized
EBC EASTERN BANKSHARES INC 0.4%
Value ($000) $1,294 Shares 84,771 Est. Cost $13.09 Unrealized +12.3%
NEAR BLACKROCK ISHARES SHORT MATURI 0.4%
Value ($000) $1,283 Shares 25,117 Est. Cost $50.83 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YLD 0.4%
Value ($000) $1,247 Shares 42,601 Est. Cost $29.28 Unrealized
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,240 Shares 23,933 Est. Cost $36.88 Unrealized +45.8%
IGSB ISHARES SHORT TERM CORPORATE B 0.4%
Value ($000) $1,174 Shares 22,254 Est. Cost $446.11 Unrealized
RIOT RIOT PLATFORMS INC 0.4%
Value ($000) $1,166 Shares 103,223 Est. Cost $10.84 Unrealized -21.6%
SITM SITIME CORP 0.4%
Value ($000) $1,146 Shares 5,376 Est. Cost $121.62 Unrealized +48.6%
RTX RTX CORP 0.4%
Value ($000) $1,138 Shares 7,797 Est. Cost $60.97 Unrealized +116.1%
KVUE KENVUE INC 0.4%
Value ($000) $1,118 Shares 53,416 Est. Cost $21.05 Unrealized +5.3%
KRNY KEARNY FINANCIAL CORP 0.4%
Value ($000) $1,114 Shares 172,416 Est. Cost $6.81 Unrealized -9.5%
AMD ADVANCED MICRO DEVICES 0.4%
Value ($000) $1,104 Shares 7,782 Est. Cost $112.15 Unrealized -2.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.3%
Value ($000) $1,102 Shares 9,405 Est. Cost $90.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $1,096 Shares 1,934 Est. Cost $368.08 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,086 Shares 3,418 Est. Cost $228.63 Unrealized +31.8%
MITK MITEK SYSTEMS INC 0.3%
Value ($000) $1,085 Shares 109,570 Est. Cost $7.40 Unrealized +21.3%
ABBV ABBVIE INC 0.3%
Value ($000) $1,072 Shares 5,773 Est. Cost $47.97 Unrealized +280.8%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value ($000) $1,043 Shares 4,835 Est. Cost $163.59 Unrealized
LMNR LIMONEIRA CO 0.3%
Value ($000) $1,041 Shares 66,493 Est. Cost $15.06 Unrealized +3.4%
PHYS SPROTT PHYSICAL GOLD TRUST 0.3%
Value ($000) $1,037 Shares 40,904 Est. Cost $11.18 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.3%
Value ($000) $1,027 Shares 10,858 Est. Cost $64.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.3%
Value ($000) $1,017 Shares 2,094 Est. Cost $247.92 Unrealized +104.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE E 0.3%
Value ($000) $995 Shares 19,012 Est. Cost $41.10 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $991 Shares 740 Est. Cost $74.15 Unrealized +52.5%
AMBA AMBARELLA INC 0.3%
Value ($000) $974 Shares 14,745 Est. Cost $52.58 Unrealized +0.9%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $971 Shares 13,066 Est. Cost $76.18 Unrealized -10.3%
PSTL POSTAL REALTY TRUST INC - A 0.3%
Value ($000) $924 Shares 62,756 Est. Cost $14.24 Unrealized
PERFORMANT HEALTHCARE INC 0.3%
Value ($000) $919 Shares 229,681 Est. Cost $3.60 Unrealized
LGCY LEGACY EDUCATION, INC 0.3%
Value ($000) $918 Shares 82,143 Est. Cost $5.71 Unrealized +43.6%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $910 Shares 7,336 Est. Cost $88.82 Unrealized +15.7%
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $907 Shares 12,175 Est. Cost $19.08 Unrealized +240.7%
XLE ENERGY SELECT SECTOR SPDR ETF 0.3%
Value ($000) $887 Shares 10,461 Est. Cost $31.37 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.3%
Value ($000) $885 Shares 4,750 Est. Cost $65.79 Unrealized +152.3%
CRM SALESFORCE.COM INC 0.3%
Value ($000) $879 Shares 3,222 Est. Cost $241.70 Unrealized +10.1%
TRNS TRANSCAT INC 0.3%
Value ($000) $875 Shares 10,175 Est. Cost $57.83 Unrealized +41.3%
HRL HORMEL FOODS CORP COM 0.3%
Value ($000) $853 Shares 28,201 Est. Cost $25.37 Unrealized +16.1%
AVAV AEROVIRONMENT INC 0.3%
Value ($000) $847 Shares 2,972 Est. Cost $80.43 Unrealized +110.5%
AVGO BROADCOM INC 0.3%
Value ($000) $835 Shares 3,030 Est. Cost $212.49 Unrealized +1.6%
KRMD KORU MEDICAL SYSTEMS INC 0.3%
Value ($000) $807 Shares 225,425 Est. Cost $2.99 Unrealized -5.1%
ELMD ELECTROMED INC 0.3%
Value ($000) $799 Shares 36,337 Est. Cost $11.18 Unrealized +94.2%
TLS TELOS CORPORATION 0.3%
Value ($000) $796 Shares 251,090 Est. Cost $3.41 Unrealized -23.9%
BMY BRISTOL MYERS SQUIBB COM 0.2%
Value ($000) $787 Shares 17,005 Est. Cost $42.00 Unrealized +12.4%
HUBB HUBBELL INC 0.2%
Value ($000) $780 Shares 1,910 Est. Cost $323.07 Unrealized +13.8%
VIAV VIAVI SOLUTIONS INC 0.2%
Value ($000) $775 Shares 76,929 Est. Cost $9.21 Unrealized +5.0%
KHC KRAFT/HEINZ CO 0.2%
Value ($000) $759 Shares 29,397 Est. Cost $21.83 Unrealized +22.1%
ENVX ENOVIX CORP 0.2%
Value ($000) $756 Shares 73,135 Est. Cost $13.11 Unrealized -43.2%
STRW STRAWBERRY FIELDS REIT INCV 0.2%
Value ($000) $755 Shares 71,665 Est. Cost $10.54 Unrealized
RDVT RED VIOLET INC 0.2%
Value ($000) $750 Shares 15,243 Est. Cost $36.28 Unrealized +20.3%
SPMD SPDR PORTFOLIO MID CAP ETF 0.2%
Value ($000) $735 Shares 13,511 Est. Cost $37.93 Unrealized
XLU UTILITIES SELECT SECTOR SPDR E 0.2%
Value ($000) $731 Shares 8,952 Est. Cost $47.37 Unrealized
AOUT AMERICAN OUTDOOR BRANDS, INC. 0.2%
Value ($000) $726 Shares 69,475 Est. Cost $9.32 Unrealized +22.8%
LQD ISHARES IBOXX INV GRADE CORP B 0.2%
Value ($000) $718 Shares 6,552 Est. Cost $112.07 Unrealized
OUNZ VANECK MERK GOLD SHARES 0.2%
Value ($000) $711 Shares 22,311 Est. Cost $18.70 Unrealized
SPSM SPDR PORT S&P 600 SMALL CAP ET 0.2%
Value ($000) $709 Shares 16,635 Est. Cost $39.68 Unrealized
SHAK SHAKE SHACK INC - CLASS A 0.2%
Value ($000) $700 Shares 4,981 Est. Cost $62.73 Unrealized +73.6%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $698 Shares 705 Est. Cost $274.00 Unrealized +261.6%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.2%
Value ($000) $695 Shares 5,012 Est. Cost $113.98 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $690 Shares 3,494 Est. Cost $225.52 Unrealized -14.4%
EBAY EBAY INC 0.2%
Value ($000) $687 Shares 9,232 Est. Cost $22.88 Unrealized +206.9%
HLMN HILLMAN SOLUTIONS, INC 0.2%
Value ($000) $681 Shares 95,358 Est. Cost $9.12 Unrealized -17.8%
FLL FULL HOUSE RESORTS INC 0.2%
Value ($000) $677 Shares 185,106 Est. Cost $3.74 Unrealized -10.3%
AVNW AVIAT NETWORKS INC COM 0.2%
Value ($000) $676 Shares 28,113 Est. Cost $20.16 Unrealized 0.0%
MXL MAXLINEAR INC CL A 0.2%
Value ($000) $676 Shares 47,549 Est. Cost $14.21 Unrealized -18.8%
KRE SPDR KBW REGIONAL BANKING ETF 0.2%
Value ($000) $675 Shares 11,360 Est. Cost $40.83 Unrealized
IJR ISHARES CORE S&P SMALLCAP ETF 0.2%
Value ($000) $673 Shares 6,155 Est. Cost $85.66 Unrealized
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $661 Shares 10,929 Est. Cost $23.01 Unrealized +161.2%
RDW REDWIRE CORP 0.2%
Value ($000) $648 Shares 39,784 Est. Cost $16.47 Unrealized -20.9%
HLIT HARMONIC INC 0.2%
Value ($000) $647 Shares 68,373 Est. Cost $7.03 Unrealized +29.8%
QQQ INVESCO QQQ TRUST UNIT SER 1 0.2%
Value ($000) $646 Shares 1,172 Est. Cost $223.38 Unrealized
ANGO ANGIODYNAMICS INC 0.2%
Value ($000) $646 Shares 65,080 Est. Cost $7.34 Unrealized +33.3%
INFU INFUSYSTEM HOLDINGS INC 0.2%
Value ($000) $638 Shares 102,189 Est. Cost $4.71 Unrealized +17.3%
UUUU ENERGY FUELS INC 0.2%
Value ($000) $628 Shares 109,143 Est. Cost $5.27 Unrealized -9.0%
ALNT ALLIENT INC COM 0.2%
Value ($000) $625 Shares 17,218 Est. Cost $22.09 Unrealized +25.6%
WINA WINMARK CORP 0.2%
Value ($000) $614 Shares 1,625 Est. Cost $65.90 Unrealized +486.7%
VWO VANGUARD FTSE EMERGING MARKETS 0.2%
Value ($000) $609 Shares 12,304 Est. Cost $836.32 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $596 Shares 1,050 Est. Cost $351.34 Unrealized
ARLO ARLO TECHNOLOGIES, INC 0.2%
Value ($000) $581 Shares 34,276 Est. Cost $13.23 Unrealized -3.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $580 Shares 6,648 Est. Cost $80.91 Unrealized +3.2%
INTC INTEL CORP COM 0.2%
Value ($000) $575 Shares 25,677 Est. Cost $22.64 Unrealized -8.5%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.2%
Value ($000) $574 Shares 7,755 Est. Cost $74.68 Unrealized -6.9%
HD HOME DEPOT INC COM 0.2%
Value ($000) $568 Shares 1,548 Est. Cost $214.93 Unrealized +65.6%
SPG SIMON PROPERTY GROUP INC 0.2%
Value ($000) $562 Shares 3,499 Est. Cost $121.15 Unrealized +26.1%
ENB ENBRIDGE INC 0.2%
Value ($000) $548 Shares 12,086 Est. Cost $37.76 Unrealized +16.0%
WAB WABTEC CORP 0.2%
Value ($000) $535 Shares 2,556 Est. Cost $66.24 Unrealized +189.4%
MCO MOODY'S CORP 0.2%
Value ($000) $518 Shares 1,032 Est. Cost $355.12 Unrealized +29.8%
AIP ARTERIS, INC 0.2%
Value ($000) $516 Shares 54,183 Est. Cost $7.85 Unrealized -6.1%
AXGN AXOGEN INC 0.2%
Value ($000) $508 Shares 46,854 Est. Cost $7.69 Unrealized +70.3%
EOG EOG RES INC COM 0.2%
Value ($000) $496 Shares 4,147 Est. Cost $73.81 Unrealized +51.8%
USB US BANCORP 0.2%
Value ($000) $489 Shares 10,799 Est. Cost $24.67 Unrealized +65.2%
ACLS AXCELIS TECHNOLOGIES INC 0.2%
Value ($000) $481 Shares 6,900 Est. Cost $25.87 Unrealized +120.5%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $472 Shares 15,236 Est. Cost $34.14 Unrealized
ORLY OREILLY AUTOMOTIVE INC NEW 0.1%
Value ($000) $466 Shares 5,175 Est. Cost $86.84 Unrealized +5.0%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $463 Shares 1,577 Est. Cost $259.67 Unrealized +10.7%
OSK OSHKOSH CORPORATION 0.1%
Value ($000) $460 Shares 4,053 Est. Cost $34.04 Unrealized +181.5%
EWX SPDR S&P EMERGING MKT SM CAP E 0.1%
Value ($000) $459 Shares 7,400 Est. Cost $45.09 Unrealized
EEM ISHARES MSCI EMERGING MKTS IND 0.1%
Value ($000) $451 Shares 9,341 Est. Cost $39.75 Unrealized
SUB ISHARES SHORT TERM NATL AMT-FR 0.1%
Value ($000) $432 Shares 4,065 Est. Cost $105.57 Unrealized
INOD INNODATA INC 0.1%
Value ($000) $428 Shares 8,359 Est. Cost $4.76 Unrealized +728.1%
TITN TITAN MACHINERY 0.1%
Value ($000) $426 Shares 21,497 Est. Cost $17.29 Unrealized +5.9%
VIG VANGUARD DIV APPRECIATION INDE 0.1%
Value ($000) $425 Shares 2,077 Est. Cost $142.15 Unrealized
CMT CORE MOLDING TECHNOLOGIES, INC 0.1%
Value ($000) $411 Shares 24,791 Est. Cost $16.18 Unrealized -2.8%
SYK STRYKER CORP 0.1%
Value ($000) $407 Shares 1,030 Est. Cost $167.74 Unrealized +121.5%
FWRG FIRST WATCH RESTAURANT GROUP 0.1%
Value ($000) $407 Shares 25,362 Est. Cost $17.41 Unrealized -3.6%
LH LABCORP HOLDINGS INC COM 0.1%
Value ($000) $395 Shares 1,505 Est. Cost $201.76 Unrealized +19.8%
KMI KINDER MORGAN INC 0.1%
Value ($000) $386 Shares 13,120 Est. Cost $14.82 Unrealized +80.6%
ET ENERGY TRANSFER LP 0.1%
Value ($000) $381 Shares 21,030 Est. Cost $14.85 Unrealized
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $380 Shares 1,832 Est. Cost $160.56 Unrealized +8.5%
AEHR AEHR TEST SYSTEMS 0.1%
Value ($000) $377 Shares 29,192 Est. Cost $11.06 Unrealized -13.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $369 Shares 4,026 Est. Cost $84.25 Unrealized +1.1%
APD AIR PRODUCTS & CHEMICAL 0.1%
Value ($000) $368 Shares 1,305 Est. Cost $212.88 Unrealized +26.0%
COHR COHERENT CORP COM 0.1%
Value ($000) $359 Shares 4,024 Est. Cost $75.38 Unrealized -4.5%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $347 Shares 2,692 Est. Cost $90.37 Unrealized +45.8%
PFE PFIZER INC COM 0.1%
Value ($000) $344 Shares 14,179 Est. Cost $25.09 Unrealized -10.9%
RSSS RESEARCH SOLUTIONS INC 0.1%
Value ($000) $343 Shares 119,464 Est. Cost $2.99 Unrealized -8.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $342 Shares 4,099 Est. Cost $67.80 Unrealized
CLFD CLEARFIELD INC 0.1%
Value ($000) $342 Shares 7,877 Est. Cost $34.28 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $339 Shares 1,086 Est. Cost $333.08 Unrealized +12.6%
CDXS CODEXIS INC 0.1%
Value ($000) $336 Shares 137,749 Est. Cost $5.91 Unrealized -60.3%
AMGN AMGEN INC COM 0.1%
Value ($000) $330 Shares 1,183 Est. Cost $308.80 Unrealized -10.1%
GILD GILEAD SCIENCES 0.1%
Value ($000) $326 Shares 2,940 Est. Cost $90.16 Unrealized +15.8%
HYG ISHARES IBOXX HIGH YLD CORPORA 0.1%
Value ($000) $325 Shares 4,025 Est. Cost $78.12 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $323 Shares 19,274 Est. Cost $11.43 Unrealized +28.6%
CHRW C H ROBINSON WORLDWIDE COM 0.1%
Value ($000) $322 Shares 3,358 Est. Cost $42.72 Unrealized +116.3%
TU TELUS CORPORATION 0.1%
Value ($000) $318 Shares 19,783 Est. Cost $18.79 Unrealized -17.5%
AAOI APPLIED OPTOELECTRONICS, INC 0.1%
Value ($000) $314 Shares 12,209 Est. Cost $11.60 Unrealized +39.4%
TNC TENNANT CO 0.1%
Value ($000) $299 Shares 3,860 Est. Cost $59.86 Unrealized +22.2%
CLNE CLEAN ENERGY FUELS CORP 0.1%
Value ($000) $293 Shares 150,029 Est. Cost $4.23 Unrealized -59.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $285 Shares 4,104 Est. Cost $59.74 Unrealized +14.0%
KO COCA COLA CO COM 0.1%
Value ($000) $281 Shares 3,976 Est. Cost $57.49 Unrealized +21.4%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $280 Shares 3,076 Est. Cost $45.80 Unrealized +96.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $278 Shares 1,254 Est. Cost $238.52 Unrealized -7.5%
IFF INTL FLAVORS & FRAGRANCES 0.1%
Value ($000) $277 Shares 3,761 Est. Cost $89.43 Unrealized -17.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $271 Shares 383 Est. Cost $544.86 Unrealized +4.9%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $271 Shares 2,890 Est. Cost $107.53 Unrealized -21.5%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $266 Shares 2,422 Est. Cost $11913.29 Unrealized
BFLY BUTTERFLY NETWORK INC 0.1%
Value ($000) $264 Shares 131,793 Est. Cost $2.60 Unrealized -11.5%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $262 Shares 1,562 Est. Cost $125.89 Unrealized +16.9%
GD GENERAL DYNAMICS CO 0.1%
Value ($000) $258 Shares 885 Est. Cost $68.32 Unrealized +298.8%
MET METLIFE INC 0.1%
Value ($000) $258 Shares 3,208 Est. Cost $66.88 Unrealized +13.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $258 Shares 2,871 Est. Cost $42.84 Unrealized +105.5%
LLY ELI LILLY CO 0.1%
Value ($000) $257 Shares 330 Est. Cost $790.93 Unrealized -2.2%
CI CIGNA CORP 0.1%
Value ($000) $252 Shares 761 Est. Cost $248.65 Unrealized +27.8%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $251 Shares 1,510 Est. Cost $132.62 Unrealized +11.5%
IYW ISHARES US TECHNOLOGY ETF 0.1%
Value ($000) $248 Shares 1,432 Est. Cost $150.50 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $240 Shares 592 Est. Cost $532.43 Unrealized -21.7%
EB EVENTBRITE INC-CLASS A 0.1%
Value ($000) $233 Shares 88,577 Est. Cost $3.32 Unrealized -30.6%
DUK DUKE ENERGY CORP COM 0.1%
Value ($000) $231 Shares 1,954 Est. Cost $115.43 Unrealized 0.0%
KOPN KOPIN TECHNOLOGY 0.1%
Value ($000) $218 Shares 142,160 Est. Cost $1.47 Unrealized -11.3%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $215 Shares 3,617 Est. Cost $59.45 Unrealized
IJH ISHARES CORE S&P MID CAP 0.1%
Value ($000) $207 Shares 3,335 Est. Cost $62.02 Unrealized
NEO NEOGENOMICS INC 0.1%
Value ($000) $205 Shares 28,087 Est. Cost $15.25 Unrealized -47.1%
BBY BEST BUY INC COM 0.1%
Value ($000) $203 Shares 3,030 Est. Cost $66.12 Unrealized -1.1%
YUM YUM! BRANDS INC 0.1%
Value ($000) $200 Shares 1,350 Est. Cost $141.64 Unrealized +1.8%
MITQ MOVING IMAGE TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 25,360 Est. Cost $0.66 Unrealized -8.9%