Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 31, 2022

Total Value ($000): $904,275 (100.0% shares, 0.0% debt)

Holdings (572)

IWD ISHARES RUSSELL 1000 VALUE (MKT) 16.4%
Value ($000) $148,459 Shares 1,091,685 Est. Cost $133.38 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 14.2%
Value ($000) $128,133 Shares 608,999 Est. Cost $149.99 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 10.2%
Value ($000) $92,399 Shares 1,486,714 Est. Cost $68.07 Unrealized
OEF ISHARES S&P 100 (MKT) 6.5%
Value ($000) $58,842 Shares 362,105 Est. Cost $114.29 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $45,810 Shares 331,478 Est. Cost $89.10 Unrealized +73.2%
VCSH VANGUARD SHORT-TERM CORP BD IDX 3.8%
Value ($000) $34,094 Shares 458,988 Est. Cost $81.58 Unrealized
GOOG ALPHABET INC 3.3%
Value ($000) $29,430 Shares 306,085 Est. Cost $107.89 Unrealized +2.7%
JPM JP MORGAN CHASE & CO 2.5%
Value ($000) $22,354 Shares 213,913 Est. Cost $79.00 Unrealized +33.7%
WMT WALMART INC 2.4%
Value ($000) $21,575 Shares 166,346 Est. Cost $42.81 Unrealized -1.9%
IYH ISHARES US HEALTHCARE (MKT) 2.3%
Value ($000) $20,785 Shares 82,156 Est. Cost $184.76 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 2.2%
Value ($000) $20,220 Shares 303,016 Est. Cost $68.03 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 2.1%
Value ($000) $19,174 Shares 161,428 Est. Cost $62.38 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 2.1%
Value ($000) $18,866 Shares 287,977 Est. Cost $70.04 Unrealized
EMXC ISHARES MSCI EMG MKTS EX 1.8%
Value ($000) $16,556 Shares 373,911 Est. Cost $60.27 Unrealized
QCOM QUALCOMM INC 1.8%
Value ($000) $16,544 Shares 146,425 Est. Cost $124.90 Unrealized +1.7%
GOVT ISHARES CORE U.S. TREASURY 1.7%
Value ($000) $15,393 Shares 676,339 Est. Cost $22.76 Unrealized
XBI SPDR S&P BIOTECH ETF (MKT) 1.5%
Value ($000) $13,735 Shares 173,162 Est. Cost $74.27 Unrealized
SPY SPDR S&P 500 (MKT) 1.4%
Value ($000) $13,025 Shares 36,467 Est. Cost $256.31 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDRR 1.3%
Value ($000) $11,319 Shares 136,633 Est. Cost $98.15 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $11,144 Shares 47,850 Est. Cost $68.62 Unrealized +274.4%
GLD SPDR GOLD SHARES (MKT) 1.1%
Value ($000) $9,553 Shares 61,765 Est. Cost $155.88 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.5%
Value ($000) $4,719 Shares 98,031 Est. Cost $54.46 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $4,087 Shares 72,968 Est. Cost $38.32 Unrealized +46.3%
AMZN AMAZON COM INC 0.4%
Value ($000) $3,591 Shares 31,772 Est. Cost $122.86 Unrealized +2.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,490 Shares 21,363 Est. Cost $93.89 Unrealized +62.8%
PFE PFIZER INC 0.4%
Value ($000) $3,349 Shares 76,513 Est. Cost $20.27 Unrealized +99.3%
SO SOUTHERN CO 0.3%
Value ($000) $3,037 Shares 44,663 Est. Cost $44.28 Unrealized +51.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,407 Shares 30,710 Est. Cost $59.68 Unrealized +29.2%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,330 Shares 11,960 Est. Cost $101.96 Unrealized +100.3%
HD HOME DEPOT INC 0.2%
Value ($000) $2,247 Shares 8,143 Est. Cost $145.18 Unrealized +86.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,215 Shares 15,417 Est. Cost $74.24 Unrealized +78.9%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $2,193 Shares 6,114 Est. Cost $270.65 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $2,166 Shares 21,733 Est. Cost $84.86 Unrealized +15.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,136 Shares 24,462 Est. Cost $41.41 Unrealized +96.5%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $2,110 Shares 7,905 Est. Cost $196.28 Unrealized +45.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,894 Shares 15,000 Est. Cost $81.65 Unrealized +59.9%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,747 Shares 3,458 Est. Cost $184.58 Unrealized +168.2%
ABBV ABBVIE INC SR NT 0.2%
Value ($000) $1,746 Shares 13,010 Est. Cost $58.96 Unrealized +115.6%
SFBS SERVISFIRST BANCSHARES INC 0.2%
Value ($000) $1,634 Shares 20,430 Est. Cost $28.48 Unrealized +178.0%
MRK MERCK & CO INC 0.2%
Value ($000) $1,631 Shares 18,938 Est. Cost $46.89 Unrealized +71.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,549 Shares 16,200 Est. Cost $108.05 Unrealized +1.9%
V VISA INC 0.2%
Value ($000) $1,520 Shares 8,556 Est. Cost $137.22 Unrealized +44.5%
PEP PEPSICO INC 0.2%
Value ($000) $1,461 Shares 8,949 Est. Cost $79.81 Unrealized +93.5%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value ($000) $1,434 Shares 6,540 Est. Cost $183.93 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,419 Shares 2,797 Est. Cost $300.67 Unrealized +84.3%
GPN GLOBAL PAYMENTS INC 0.2%
Value ($000) $1,362 Shares 12,603 Est. Cost $147.64 Unrealized -19.2%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,311 Shares 65,326 Est. Cost $11.59 Unrealized +56.5%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,292 Shares 32,289 Est. Cost $27.34 Unrealized +46.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,284 Shares 3,971 Est. Cost $83.38 Unrealized +269.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,218 Shares 3,155 Est. Cost $156.85 Unrealized +142.8%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $1,195 Shares 4,982 Est. Cost $110.74 Unrealized +109.5%
SYK STRYKER CORP 0.1%
Value ($000) $1,180 Shares 5,827 Est. Cost $101.91 Unrealized +99.2%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $1,137 Shares 640 Est. Cost $117.17 Unrealized +58.5%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $1,133 Shares 7,308 Est. Cost $55.30 Unrealized +173.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,131 Shares 6,025 Est. Cost $86.31 Unrealized +111.3%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,100 Shares 9,130 Est. Cost $78.63 Unrealized +36.7%
CI CIGNA CORP 0.1%
Value ($000) $1,086 Shares 3,913 Est. Cost $241.40 Unrealized +9.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,082 Shares 4,688 Est. Cost $118.82 Unrealized +98.8%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,068 Shares 11,481 Est. Cost $64.43 Unrealized +45.9%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,061 Shares 8,742 Est. Cost $17.91 Unrealized -11.9%
ORCL ORACLE CORP 0.1%
Value ($000) $1,007 Shares 16,492 Est. Cost $41.82 Unrealized +67.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,007 Shares 10,673 Est. Cost $105.18 Unrealized -0.6%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $979 Shares 10,122 Est. Cost $60.47 Unrealized +65.4%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $961 Shares 11,172 Est. Cost $117.70 Unrealized -24.8%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $942 Shares 15,774 Est. Cost $72.78 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $841 Shares 32,626 Est. Cost $32.99 Unrealized -2.1%
MMM 3M CO 0.1%
Value ($000) $832 Shares 7,537 Est. Cost $102.56 Unrealized -6.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $828 Shares 11,651 Est. Cost $46.80 Unrealized +33.1%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $822 Shares 27,216 Est. Cost $24.06 Unrealized +27.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $789 Shares 3,489 Est. Cost $125.87 Unrealized +74.0%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $759 Shares 1,608 Est. Cost $259.23 Unrealized +92.1%
AVGO BROADCOM INC COM 0.1%
Value ($000) $747 Shares 1,682 Est. Cost $27.57 Unrealized +74.4%
MA MASTERCARD INC 0.1%
Value ($000) $725 Shares 2,549 Est. Cost $211.06 Unrealized +54.1%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $721 Shares 4,463 Est. Cost $97.71 Unrealized +64.3%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $690 Shares 4,132 Est. Cost $147.60 Unrealized +9.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $687 Shares 11,053 Est. Cost $44.52 Unrealized +34.5%
HSY HERSHEY CO 0.1%
Value ($000) $678 Shares 3,076 Est. Cost $78.25 Unrealized +162.3%
CSX CSX CORP 0.1%
Value ($000) $667 Shares 25,028 Est. Cost $24.46 Unrealized +21.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $651 Shares 3,627 Est. Cost $154.31 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $648 Shares 4,112 Est. Cost $104.44 Unrealized +51.5%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $643 Shares 7,744 Est. Cost $62.37 Unrealized +29.8%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $638 Shares 12,735 Est. Cost $34.62 Unrealized +64.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $616 Shares 7,529 Est. Cost $58.12 Unrealized +44.3%
TSLA TESLA INC 0.1%
Value ($000) $597 Shares 2,250 Est. Cost $221.43 Unrealized +26.1%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 0.1%
Value ($000) $592 Shares 6,794 Est. Cost $88.98 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $583 Shares 5,864 Est. Cost $36.76 Unrealized +136.4%
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $563 Shares 3,447 Est. Cost $95.25 Unrealized
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $559 Shares 9,663 Est. Cost $78.75 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $531 Shares 3,940 Est. Cost $73.35 Unrealized +97.6%
FCN FTI CONSULTING INC 0.1%
Value ($000) $526 Shares 3,176 Est. Cost $120.81 Unrealized +39.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $518 Shares 2,440 Est. Cost $97.03 Unrealized +117.3%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $501 Shares 3,128 Est. Cost $71.03 Unrealized +120.3%
DE DEERE & CO 0.1%
Value ($000) $501 Shares 1,499 Est. Cost $125.36 Unrealized +160.5%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $500 Shares 7,927 Est. Cost $98.10 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $492 Shares 12,963 Est. Cost $33.26 Unrealized +7.5%
HUM HUMANA INC 0.1%
Value ($000) $490 Shares 1,009 Est. Cost $88.83 Unrealized +428.4%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $487 Shares 707 Est. Cost $600.39 Unrealized +4.3%
GIS GENERAL MILLS INC 0.1%
Value ($000) $486 Shares 6,350 Est. Cost $38.99 Unrealized +73.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $479 Shares 8,736 Est. Cost $58.67 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $468 Shares 8,686 Est. Cost $35.59 Unrealized +55.4%
WPC W P CAREY INC 0.1%
Value ($000) $454 Shares 6,500 Est. Cost $69.89 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $446 Shares 1,522 Est. Cost $231.35 Unrealized +28.4%
LAM RESEARCH CORP 0.0%
Value ($000) $437 Shares 1,193 Est. Cost $131.87 Unrealized
BLACKROCK INC 0.0%
Value ($000) $432 Shares 786 Est. Cost $538.01 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $419 Shares 16,026 Est. Cost $13.25 Unrealized +86.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $414 Shares 2,970 Est. Cost $66.18 Unrealized +125.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $411 Shares 10,189 Est. Cost $27.75 Unrealized +19.1%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $410 Shares 9,726 Est. Cost $35.54 Unrealized +20.0%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $406 Shares 1 Est. Cost $201277.39 Unrealized +112.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $398 Shares 1,490 Est. Cost $190.25 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $388 Shares 1,852 Est. Cost $109.20 Unrealized +104.1%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $387 Shares 4,059 Est. Cost $63.86 Unrealized +37.2%
VUG VANGUARD GROWTH ETF (MKT) 0.0%
Value ($000) $365 Shares 1,708 Est. Cost $148.20 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $365 Shares 6,069 Est. Cost $44.56 Unrealized +18.8%
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $349 Shares 4,997 Est. Cost $85.65 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $334 Shares 10,439 Est. Cost $15.81 Unrealized +145.1%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $333 Shares 1,432 Est. Cost $122.86 Unrealized +84.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $330 Shares 3,991 Est. Cost $61.67 Unrealized +56.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $329 Shares 1,822 Est. Cost $96.40 Unrealized +88.5%
SYY SYSCO CORP 0.0%
Value ($000) $322 Shares 4,556 Est. Cost $45.03 Unrealized +68.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $320 Shares 1,871 Est. Cost $70.24 Unrealized +144.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $320 Shares 2,846 Est. Cost $78.09 Unrealized +46.4%
BA BOEING CO 0.0%
Value ($000) $319 Shares 2,632 Est. Cost $301.25 Unrealized -49.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $319 Shares 2,679 Est. Cost $95.48 Unrealized +21.1%
NVS NOVARTIS AG 0.0%
Value ($000) $316 Shares 4,161 Est. Cost $84.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $315 Shares 3,744 Est. Cost $55.85 Unrealized +40.3%
INTU INTUIT 0.0%
Value ($000) $314 Shares 809 Est. Cost $221.78 Unrealized +90.6%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $313 Shares 1,666 Est. Cost $121.41 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $313 Shares 1,404 Est. Cost $133.41 Unrealized +75.8%
T AT&T INC 0.0%
Value ($000) $308 Shares 20,073 Est. Cost $15.39 Unrealized -2.0%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $306 Shares 2,851 Est. Cost $78.90 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $302 Shares 3,802 Est. Cost $81.21 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $286 Shares 18,192 Est. Cost $20.88 Unrealized -7.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $286 Shares 3,532 Est. Cost $87.81 Unrealized -8.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $266 Shares 4,306 Est. Cost $54.87 Unrealized +1.7%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $259 Shares 2,400 Est. Cost $72.47 Unrealized +53.6%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $255 Shares 5,108 Est. Cost $52.27 Unrealized
EAGG ISHARES ESG U.S AGRGT BOND 0.0%
Value ($000) $254 Shares 5,477 Est. Cost $55.18 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $249 Shares 1,513 Est. Cost $202.32 Unrealized
PRA PROASSURANCE CORP 0.0%
Value ($000) $246 Shares 12,588 Est. Cost $43.27 Unrealized -49.3%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $246 Shares 2,900 Est. Cost $57.38 Unrealized +58.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $236 Shares 2,101 Est. Cost $41.07 Unrealized +173.0%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $233 Shares 1,111 Est. Cost $203.30 Unrealized +10.0%
HPQ HP INC 0.0%
Value ($000) $233 Shares 9,361 Est. Cost $11.20 Unrealized +141.1%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $222 Shares 808 Est. Cost $478.99 Unrealized -21.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $219 Shares 5,036 Est. Cost $39.03 Unrealized +3.0%
ADSK AUTODESK INC 0.0%
Value ($000) $217 Shares 1,162 Est. Cost $139.60 Unrealized +44.7%
MS MORGAN STANLEY 0.0%
Value ($000) $214 Shares 2,709 Est. Cost $52.75 Unrealized +42.6%
CB CHUBB LIMITED 0.0%
Value ($000) $209 Shares 1,148 Est. Cost $147.91 Unrealized +22.9%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $207 Shares 2,847 Est. Cost $67.09 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $206 Shares 1,335 Est. Cost $80.28 Unrealized +88.9%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $202 Shares 6,088 Est. Cost $34.41 Unrealized +10.4%
TGT TARGET CORP 0.0%
Value ($000) $198 Shares 1,333 Est. Cost $105.71 Unrealized +35.2%
DFAT U S TARGET VALUE ETF 0.0%
Value ($000) $195 Shares 4,999 Est. Cost $40.21 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $194 Shares 2,863 Est. Cost $76.01 Unrealized
DFUV DIMENSIONAL US MARKETWIDE 0.0%
Value ($000) $190 Shares 6,412 Est. Cost $31.66 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $189 Shares 1,324 Est. Cost $164.27 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $189 Shares 1,153 Est. Cost $109.46 Unrealized +57.3%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $186 Shares 1,216 Est. Cost $99.91 Unrealized +52.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $185 Shares 2,155 Est. Cost $64.83 Unrealized +25.7%
GPC GENUINE PARTS CO 0.0%
Value ($000) $185 Shares 1,237 Est. Cost $76.92 Unrealized +78.6%
ETN EATON CORP PLC 0.0%
Value ($000) $184 Shares 1,383 Est. Cost $102.38 Unrealized +30.3%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $182 Shares 2,223 Est. Cost $65.90 Unrealized +41.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $182 Shares 2,634 Est. Cost $58.01 Unrealized +17.8%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $182 Shares 10,400 Est. Cost $23.06 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $179 Shares 2,228 Est. Cost $80.53 Unrealized
BP BP PLC 0.0%
Value ($000) $176 Shares 6,170 Est. Cost $33.95 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $176 Shares 659 Est. Cost $204.43 Unrealized +3.9%
CRM SALESFORCE 0.0%
Value ($000) $173 Shares 1,205 Est. Cost $195.14 Unrealized -14.1%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $171 Shares 826 Est. Cost $137.21 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $168 Shares 2,295 Est. Cost $42.81 Unrealized +81.3%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $166 Shares 900 Est. Cost $33.57 Unrealized +199.7%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $163 Shares 2,084 Est. Cost $116.27 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $163 Shares 1,687 Est. Cost $107.17 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $162 Shares 500 Est. Cost $279.65 Unrealized +23.7%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $161 Shares 3,836 Est. Cost $52.04 Unrealized -19.0%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $156 Shares 544 Est. Cost $243.62 Unrealized
MGC VANGUARD MEGA CAP INDEX 0.0%
Value ($000) $156 Shares 1,247 Est. Cost $92.67 Unrealized
VTV VANGUARD VALUE INDEX 0.0%
Value ($000) $154 Shares 1,250 Est. Cost $96.03 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $154 Shares 2,008 Est. Cost $71.24 Unrealized +9.7%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $153 Shares 895 Est. Cost $117.46 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $152 Shares 1,709 Est. Cost $41.87 Unrealized +116.7%
BWA BORGWARNER INC 0.0%
Value ($000) $151 Shares 4,801 Est. Cost $28.85 Unrealized +6.6%
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $149 Shares 3,355 Est. Cost $50.37 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $148 Shares 1,770 Est. Cost $39.51 Unrealized +120.9%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $146 Shares 1,075 Est. Cost $59.19 Unrealized +126.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $144 Shares 1,410 Est. Cost $51.45 Unrealized +71.4%
DFAS U S SM CAP ETF 0.0%
Value ($000) $143 Shares 3,071 Est. Cost $47.87 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $140 Shares 1,036 Est. Cost $94.61 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $139 Shares 1,141 Est. Cost $113.71 Unrealized +10.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $139 Shares 1,788 Est. Cost $44.62 Unrealized +70.4%
HIBBETT SPORTS INC 0.0%
Value ($000) $138 Shares 2,756 Est. Cost $50.86 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $138 Shares 4,703 Est. Cost $41.49 Unrealized -18.8%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $137 Shares 2,050 Est. Cost $118.85 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $137 Shares 3,396 Est. Cost $35.35 Unrealized +11.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $135 Shares 4,945 Est. Cost $19.45 Unrealized +43.4%
NKE NIKE INC 0.0%
Value ($000) $134 Shares 1,607 Est. Cost $73.58 Unrealized +38.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $132 Shares 1,045 Est. Cost $50.74 Unrealized +121.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $131 Shares 3,384 Est. Cost $36.56 Unrealized +9.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $130 Shares 3,517 Est. Cost $23.54 Unrealized +43.6%
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $129 Shares 2,081 Est. Cost $71.90 Unrealized
MTG MGIC INVESTMENT CORP WI 0.0%
Value ($000) $128 Shares 10,000 Est. Cost $10.89 Unrealized +28.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $124 Shares 263 Est. Cost $311.08 Unrealized +44.9%
FDX FEDEX CORP 0.0%
Value ($000) $124 Shares 838 Est. Cost $158.62 Unrealized +23.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $122 Shares 2,672 Est. Cost $35.69 Unrealized +21.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $122 Shares 1,698 Est. Cost $75.12 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $122 Shares 3,956 Est. Cost $40.83 Unrealized -14.7%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $119 Shares 3,756 Est. Cost $37.78 Unrealized
CDC VICTORYSHARES US EQ INCOME 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $45.50 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $119 Shares 792 Est. Cost $95.09 Unrealized +49.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $118 Shares 1,300 Est. Cost $57.48 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $117 Shares 2,816 Est. Cost $47.30 Unrealized -7.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $116 Shares 1,008 Est. Cost $66.60 Unrealized +72.4%
AFL AFLAC INC 0.0%
Value ($000) $115 Shares 2,045 Est. Cost $32.26 Unrealized +69.2%
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $114 Shares 6,067 Est. Cost $21.32 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $113 Shares 543 Est. Cost $183.24 Unrealized +17.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $113 Shares 1,314 Est. Cost $57.15 Unrealized +50.2%
AMGN AMGEN INC 0.0%
Value ($000) $112 Shares 498 Est. Cost $191.29 Unrealized +13.9%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $112 Shares 3,067 Est. Cost $47.80 Unrealized
PPL PPL CORP 0.0%
Value ($000) $110 Shares 4,340 Est. Cost $23.26 Unrealized +9.5%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $110 Shares 9,231 Est. Cost $7.95 Unrealized +54.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $110 Shares 1,556 Est. Cost $62.78 Unrealized +15.4%
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $110 Shares 19,312 Est. Cost $8.20 Unrealized -33.3%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $108 Shares 1,634 Est. Cost $48.38 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $107 Shares 840 Est. Cost $108.33 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $107 Shares 1,235 Est. Cost $66.75 Unrealized +30.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $106 Shares 1,993 Est. Cost $37.51 Unrealized +43.6%
CITRIX SYSTEMS INC 0.0%
Value ($000) $102 Shares 980 Est. Cost $81.91 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $100 Shares 588 Est. Cost $111.92 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $99 Shares 2,451 Est. Cost $33.28 Unrealized +17.9%
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $97 Shares 1,739 Est. Cost $68.94 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $97 Shares 722 Est. Cost $246.34 Unrealized -34.7%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $96 Shares 3,562 Est. Cost $15.54 Unrealized +84.7%
DHR DANAHER CORP 0.0%
Value ($000) $94 Shares 362 Est. Cost $153.84 Unrealized +56.5%
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $93 Shares 1,880 Est. Cost $91.86 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $93 Shares 1,270 Est. Cost $86.63 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $93 Shares 2,631 Est. Cost $27.98 Unrealized +34.4%
YUM YUM! BRANDS INC 0.0%
Value ($000) $91 Shares 855 Est. Cost $67.27 Unrealized +61.7%
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $90 Shares 1,635 Est. Cost $77.06 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $89 Shares 640 Est. Cost $117.53 Unrealized +19.4%
ACN ACCENTURE PLC 0.0%
Value ($000) $89 Shares 345 Est. Cost $201.95 Unrealized +36.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $87 Shares 2,260 Est. Cost $46.38 Unrealized -16.6%
CMS CMS ENERGY CORP 0.0%
Value ($000) $87 Shares 1,495 Est. Cost $19.64 Unrealized +207.8%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $87 Shares 671 Est. Cost $96.53 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $87 Shares 1,200 Est. Cost $38.89 Unrealized +70.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $86 Shares 1,153 Est. Cost $75.93 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $85 Shares 1,346 Est. Cost $118.61 Unrealized -28.2%
WESTROCK CO 0.0%
Value ($000) $82 Shares 2,649 Est. Cost $39.01 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $80 Shares 1,066 Est. Cost $61.43 Unrealized +9.9%
SJNK SPDR BLOOMBERG BARCLAYS SHORT 0.0%
Value ($000) $79 Shares 3,305 Est. Cost $23.90 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $78 Shares 1,587 Est. Cost $34.39 Unrealized +44.4%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $78 Shares 2,085 Est. Cost $42.31 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $77 Shares 618 Est. Cost $106.33 Unrealized +7.8%
CLX CLOROX CO 0.0%
Value ($000) $76 Shares 595 Est. Cost $96.91 Unrealized +33.0%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $75 Shares 1,047 Est. Cost $71.63 Unrealized
MET METLIFE INC 0.0%
Value ($000) $74 Shares 1,220 Est. Cost $46.79 Unrealized +23.2%
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $73 Shares 1,211 Est. Cost $52.85 Unrealized
RH RH COM 0.0%
Value ($000) $73 Shares 295 Est. Cost $30.92 Unrealized +773.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $71 Shares 705 Est. Cost $25.69 Unrealized +97.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $71 Shares 4,282 Est. Cost $12.42 Unrealized +18.9%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $69 Shares 1,086 Est. Cost $54.44 Unrealized +27.2%
VFC V F CORP 0.0%
Value ($000) $68 Shares 2,290 Est. Cost $55.91 Unrealized -22.8%
CTVA CORTEVA INC 0.0%
Value ($000) $68 Shares 1,185 Est. Cost $27.15 Unrealized +106.9%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $68 Shares 1,255 Est. Cost $38.78 Unrealized +11.3%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $67 Shares 698 Est. Cost $73.49 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $67 Shares 630 Est. Cost $50.72 Unrealized +134.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $67 Shares 1,210 Est. Cost $47.81 Unrealized +18.4%
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $66 Shares 725 Est. Cost $105.11 Unrealized
DFUS U S EQUITY ETF 0.0%
Value ($000) $66 Shares 1,705 Est. Cost $40.47 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $66 Shares 1,324 Est. Cost $25.98 Unrealized -14.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $66 Shares 365 Est. Cost $131.02 Unrealized +67.2%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $65 Shares 5,500 Est. Cost $17.95 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $64 Shares 200 Est. Cost $75.00 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $64 Shares 1,568 Est. Cost $47.19 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $71.07 Unrealized -14.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $60 Shares 1,685 Est. Cost $38.52 Unrealized -13.3%
SHM SPDR NUVEEN BARCLAYS SHORT 0.0%
Value ($000) $57 Shares 1,229 Est. Cost $49.62 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $56 Shares 8,100 Est. Cost $22.90 Unrealized -69.7%
SPEM SPDR S&P EMERGING MARKETS (MKT) 0.0%
Value ($000) $56 Shares 1,800 Est. Cost $38.89 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $55 Shares 2,004 Est. Cost $44.71 Unrealized
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $53 Shares 900 Est. Cost $52.22 Unrealized
LINDE PLC 0.0%
Value ($000) $53 Shares 196 Est. Cost $193.94 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $28.67 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $52 Shares 701 Est. Cost $81.49 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $30.49 Unrealized +32.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $52 Shares 244 Est. Cost $244.85 Unrealized -10.2%
BLACKROCK MUNI INC QUAL TR 0.0%
Value ($000) $51 Shares 4,655 Est. Cost $13.75 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $51 Shares 300 Est. Cost $165.14 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $51 Shares 236 Est. Cost $75.13 Unrealized +220.2%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $50 Shares 110 Est. Cost $357.60 Unrealized +27.3%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $65.00 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $50 Shares 750 Est. Cost $34.12 Unrealized +99.4%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $49 Shares 600 Est. Cost $85.36 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $49 Shares 797 Est. Cost $18.83 Unrealized +222.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $49 Shares 1,574 Est. Cost $58.90 Unrealized
GLW CORNING INC 0.0%
Value ($000) $49 Shares 1,705 Est. Cost $33.60 Unrealized -8.5%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $49 Shares 612 Est. Cost $88.30 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $49 Shares 4,416 Est. Cost $7.20 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $47 Shares 250 Est. Cost $256.54 Unrealized -17.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $47 Shares 144 Est. Cost $395.83 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $47 Shares 350 Est. Cost $120.57 Unrealized +12.5%
TOTAL S A 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $47.00 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $47 Shares 400 Est. Cost $67.68 Unrealized +80.7%
DOW DOW INC COM 0.0%
Value ($000) $46 Shares 1,047 Est. Cost $36.73 Unrealized +12.9%
PIMCO CORP & INC OPPS 0.0%
Value ($000) $46 Shares 3,885 Est. Cost $18.28 Unrealized
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $45 Shares 200 Est. Cost $175.00 Unrealized
AX AXOS FINL INC 0.0%
Value ($000) $45 Shares 1,305 Est. Cost $34.92 Unrealized +15.9%
HAS HASBRO INC 0.0%
Value ($000) $44 Shares 656 Est. Cost $68.79 Unrealized -1.2%
KELLOGG CO 0.0%
Value ($000) $44 Shares 630 Est. Cost $46.70 Unrealized +31.0%
EXC EXELON CORP 0.0%
Value ($000) $43 Shares 1,159 Est. Cost $26.39 Unrealized +48.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $43 Shares 210 Est. Cost $220.95 Unrealized +4.0%
ECL ECOLAB INC 0.0%
Value ($000) $42 Shares 294 Est. Cost $159.14 Unrealized -1.9%
PLUG PLUG POWER INC 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $14.65 Unrealized +62.8%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $42 Shares 674 Est. Cost $47.56 Unrealized -9.1%
RWR SPDR DOW JONES REIT ETF (MKT) 0.0%
Value ($000) $42 Shares 500 Est. Cost $92.17 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $41 Shares 900 Est. Cost $12.78 Unrealized +81.4%
ZTS ZOETIS INC 0.0%
Value ($000) $40 Shares 270 Est. Cost $185.09 Unrealized -12.8%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $40 Shares 1,140 Est. Cost $48.20 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $40 Shares 4,646 Est. Cost $13.33 Unrealized -36.8%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $39 Shares 397 Est. Cost $102.05 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $39 Shares 221 Est. Cost $177.80 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $39 Shares 172 Est. Cost $110.15 Unrealized +106.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $39 Shares 612 Est. Cost $95.18 Unrealized -26.6%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $38 Shares 800 Est. Cost $42.56 Unrealized +14.5%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $38 Shares 123 Est. Cost $260.07 Unrealized +39.0%
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $38 Shares 850 Est. Cost $39.41 Unrealized
UNILEVER PLC 0.0%
Value ($000) $37 Shares 850 Est. Cost $56.07 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $36 Shares 1,134 Est. Cost $34.39 Unrealized
PBE INVESCO EXCHANGE TRADED 0.0%
Value ($000) $36 Shares 611 Est. Cost $57.28 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $36 Shares 419 Est. Cost $92.09 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $36 Shares 155 Est. Cost $205.18 Unrealized +11.8%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $35 Shares 300 Est. Cost $85.34 Unrealized +28.7%
OKE ONEOK INC 0.0%
Value ($000) $35 Shares 691 Est. Cost $39.31 Unrealized +26.7%
NUVEEN 0.0%
Value ($000) $35 Shares 5,000 Est. Cost $9.50 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $35 Shares 32 Est. Cost $1005.01 Unrealized +21.4%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $35 Shares 673 Est. Cost $71.33 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $34 Shares 763 Est. Cost $29.53 Unrealized +32.8%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $34 Shares 1,208 Est. Cost $33.00 Unrealized -6.4%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $34 Shares 203 Est. Cost $40.38 Unrealized +275.7%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $34 Shares 306 Est. Cost $75.16 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $34 Shares 426 Est. Cost $59.53 Unrealized +26.6%
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $33 Shares 263 Est. Cost $91.25 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $33 Shares 250 Est. Cost $113.79 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $33 Shares 365 Est. Cost $138.95 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $33 Shares 700 Est. Cost $40.43 Unrealized +8.1%
CMA COMERICA INC 0.0%
Value ($000) $33 Shares 461 Est. Cost $67.21 Unrealized -1.6%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $33 Shares 250 Est. Cost $139.99 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $32 Shares 400 Est. Cost $37.61 Unrealized +97.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $31 Shares 211 Est. Cost $109.41 Unrealized +31.3%
EBAY EBAY INC 0.0%
Value ($000) $31 Shares 833 Est. Cost $54.03 Unrealized -22.8%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $30 Shares 205 Est. Cost $150.53 Unrealized +1.7%
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $30 Shares 400 Est. Cost $71.25 Unrealized
EMLP FIRST TRUST NORTH AMERICAN 0.0%
Value ($000) $29 Shares 1,150 Est. Cost $25.22 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $29 Shares 1,283 Est. Cost $28.67 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $28 Shares 268 Est. Cost $101.72 Unrealized 0.0%
FDL FIRST TRUST MORNINGSTAR DIV 0.0%
Value ($000) $28 Shares 880 Est. Cost $30.19 Unrealized
ALC ALCON INC 0.0%
Value ($000) $28 Shares 489 Est. Cost $59.15 Unrealized +16.1%
ENERGY 0.0%
Value ($000) $27 Shares 1,802 Est. Cost $14.98 Unrealized
KAYNE ANDERSON MLP/MIDSTREAM 0.0%
Value ($000) $27 Shares 3,304 Est. Cost $7.92 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $27 Shares 433 Est. Cost $75.94 Unrealized -17.3%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $26 Shares 250 Est. Cost $102.36 Unrealized +4.0%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $26 Shares 1,176 Est. Cost $26.46 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $26 Shares 1,005 Est. Cost $27.47 Unrealized -9.5%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $26 Shares 503 Est. Cost $46.57 Unrealized +0.1%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $25 Shares 308 Est. Cost $111.71 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $58.42 Unrealized +22.8%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $25 Shares 88 Est. Cost $297.04 Unrealized +3.2%
EZM WISDOMTREE U.S. MIDCAP 0.0%
Value ($000) $24 Shares 554 Est. Cost $55.96 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $24 Shares 225 Est. Cost $100.68 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $24 Shares 179 Est. Cost $49.31 Unrealized +117.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $23 Shares 350 Est. Cost $59.08 Unrealized +0.3%
KWEB KRANESHARES CSI CHINA INTERNET 0.0%
Value ($000) $22 Shares 911 Est. Cost $24.15 Unrealized
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $22 Shares 215 Est. Cost $119.19 Unrealized
TDIV FIRST TRUST NASDAQ 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $22 Shares 168 Est. Cost $107.14 Unrealized
NUVEEN MUNI CREDIT INCOME 0.0%
Value ($000) $21 Shares 1,860 Est. Cost $12.37 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $21 Shares 400 Est. Cost $71.80 Unrealized -10.1%
MNKD MANNKIND CORP 0.0%
Value ($000) $21 Shares 6,868 Est. Cost $3.65 Unrealized +3.2%
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $21 Shares 420 Est. Cost $73.81 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $21 Shares 400 Est. Cost $55.00 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $20 Shares 299 Est. Cost $64.08 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $20 Shares 182 Est. Cost $140.70 Unrealized -18.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $40.87 Unrealized +72.3%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $20 Shares 324 Est. Cost $57.38 Unrealized +5.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $20 Shares 700 Est. Cost $27.88 Unrealized +8.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $19 Shares 333 Est. Cost $53.05 Unrealized +5.7%
FOOT LOCKER INC 0.0%
Value ($000) $19 Shares 618 Est. Cost $43.69 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $19 Shares 791 Est. Cost $57.97 Unrealized -52.6%
HESS CORP 0.0%
Value ($000) $18 Shares 161 Est. Cost $73.74 Unrealized
RY ROYAL BANK CANADA MONTREAL 0.0%
Value ($000) $18 Shares 200 Est. Cost $64.70 Unrealized +48.2%
IAA INC COM 0.0%
Value ($000) $18 Shares 581 Est. Cost $41.27 Unrealized
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $18 Shares 82 Est. Cost $167.61 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value ($000) $18 Shares 601 Est. Cost $20.33 Unrealized +40.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $18 Shares 108 Est. Cost $76.06 Unrealized +13.8%
TER TERADYNE INC 0.0%
Value ($000) $17 Shares 228 Est. Cost $22.54 Unrealized +298.6%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $17 Shares 843 Est. Cost $21.35 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $17 Shares 179 Est. Cost $114.30 Unrealized -24.1%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $17 Shares 1,062 Est. Cost $18.29 Unrealized -4.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $17 Shares 508 Est. Cost $31.23 Unrealized +9.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $16 Shares 54 Est. Cost $386.35 Unrealized -10.0%
LAZARD LTD 0.0%
Value ($000) $16 Shares 500 Est. Cost $44.00 Unrealized
RMD RESMED INC 0.0%
Value ($000) $16 Shares 75 Est. Cost $263.25 Unrealized -16.2%
BROOKFIELD ASSET MANAGEMENT INC 0.0%
Value ($000) $16 Shares 394 Est. Cost $31.97 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $16 Shares 559 Est. Cost $41.57 Unrealized -28.2%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $15 Shares 250 Est. Cost $46.61 Unrealized +38.9%
CGW INVESCO S&P GBL WATER ETF 0.0%
Value ($000) $15 Shares 355 Est. Cost $42.25 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $15 Shares 190 Est. Cost $57.43 Unrealized +28.3%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $15 Shares 240 Est. Cost $32.38 Unrealized +87.8%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $10.83 Unrealized -7.5%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $15 Shares 378 Est. Cost $44.97 Unrealized
MFS 0.0%
Value ($000) $15 Shares 3,000 Est. Cost $6.67 Unrealized
NUVEEN SHORT DURATION CRED OPPS 0.0%
Value ($000) $14 Shares 1,153 Est. Cost $12.14 Unrealized
FAN FIRST TRUST GLOBAL WIND ENERGY 0.0%
Value ($000) $14 Shares 903 Est. Cost $15.50 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $14 Shares 433 Est. Cost $24.04 Unrealized +20.9%
PROSHARES ULTSHRT QQQ 0.0%
Value ($000) $14 Shares 500 Est. Cost $18.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $13 Shares 225 Est. Cost $376.83 Unrealized -79.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 35 Est. Cost $264.20 Unrealized +50.8%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $13 Shares 1,020 Est. Cost $10.12 Unrealized +27.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $13 Shares 368 Est. Cost $44.50 Unrealized -29.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $13 Shares 85 Est. Cost $93.67 Unrealized +62.6%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $13 Shares 125 Est. Cost $34.00 Unrealized +192.2%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $12 Shares 130 Est. Cost $69.88 Unrealized +37.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $12 Shares 151 Est. Cost $236.87 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $12 Shares 99 Est. Cost $132.98 Unrealized -5.9%
NFLX NETFLIX INC 0.0%
Value ($000) $12 Shares 52 Est. Cost $20.61 Unrealized +7.8%
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $12 Shares 60 Est. Cost $123.27 Unrealized
WAB WABTEC 0.0%
Value ($000) $12 Shares 155 Est. Cost $77.08 Unrealized +12.5%
FLOT ISHARES FLOATING RATE BOND (MKT) 0.0%
Value ($000) $12 Shares 231 Est. Cost $51.95 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $11 Shares 360 Est. Cost $24.90 Unrealized
EFAV ISHARES MSCI EAFE MINIMUM 0.0%
Value ($000) $11 Shares 200 Est. Cost $64.75 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $11 Shares 45 Est. Cost $151.00 Unrealized +87.0%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $26.95 Unrealized +99.7%
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $49.85 Unrealized -50.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $11 Shares 330 Est. Cost $34.13 Unrealized -12.4%
TE CONNECTIVITY LTD 0.0%
Value ($000) $11 Shares 100 Est. Cost $70.17 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $11 Shares 38 Est. Cost $209.17 Unrealized +37.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 1,400 Est. Cost $9.50 Unrealized -6.4%
WU WESTERN UNION CO 0.0%
Value ($000) $11 Shares 800 Est. Cost $18.11 Unrealized
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $10 Shares 2,573 Est. Cost $6.08 Unrealized -31.3%
EPAM EPAM SYS INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $588.43 Unrealized -35.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $10 Shares 303 Est. Cost $32.45 Unrealized +14.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $10 Shares 83 Est. Cost $59.42 Unrealized +107.5%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.75 Unrealized -1.4%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $10 Shares 330 Est. Cost $45.45 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $10 Shares 3,846 Est. Cost $2.14 Unrealized +40.7%
BMO BANK OF MONTREAL 0.0%
Value ($000) $10 Shares 109 Est. Cost $90.58 Unrealized -7.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $10 Shares 46 Est. Cost $228.80 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $10 Shares 87 Est. Cost $124.16 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $35.37 Unrealized -36.7%
AOA ISHARES CORE AGGRESSIVE 0.0%
Value ($000) $10 Shares 176 Est. Cost $45.58 Unrealized
MSM MSC INDUSTRIAL DIRECT INC 0.0%
Value ($000) $10 Shares 132 Est. Cost $88.88 Unrealized -11.3%
BRANDYWINEGBL GBL INCO 0.0%
Value ($000) $10 Shares 1,376 Est. Cost $7.27 Unrealized
VMWARE INC 0.0%
Value ($000) $10 Shares 90 Est. Cost $111.11 Unrealized
FISV FISERV INC 0.0%
Value ($000) $10 Shares 109 Est. Cost $106.47 Unrealized -4.3%
BUZZ VANECK VECTORS SOCIAL 0.0%
Value ($000) $10 Shares 824 Est. Cost $24.27 Unrealized
TAK TAKEDA PHARMACEUTICAL COMPANY LI 0.0%
Value ($000) $10 Shares 745 Est. Cost $20.39 Unrealized
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $10 Shares 92 Est. Cost $119.23 Unrealized +2.1%
U UNITY SOFTWARE INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $152.82 Unrealized -73.1%
AMLP ALERIAN MLP 0.0%
Value ($000) $10 Shares 260 Est. Cost $23.08 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 106 Est. Cost $91.03 Unrealized 0.0%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $9 Shares 108 Est. Cost $92.59 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $9 Shares 92 Est. Cost $107.00 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $9 Shares 219 Est. Cost $3.02 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.23 Unrealized -5.1%
WATERMARK LODGING TR INC 0.0%
Value ($000) $9 Shares 7,325 Est. Cost $1.23 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $8 Shares 19 Est. Cost $440.45 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 299 Est. Cost $29.51 Unrealized -13.1%
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $8 Shares 568 Est. Cost $17.10 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $8 Shares 270 Est. Cost $25.42 Unrealized +2.9%
IVZ INVESCO LTD 0.0%
Value ($000) $8 Shares 648 Est. Cost $19.82 Unrealized -27.4%
GLB X SUPERDIV 0.0%
Value ($000) $8 Shares 1,072 Est. Cost $7.46 Unrealized
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $59.71 Unrealized -38.2%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 27 Est. Cost $514.77 Unrealized -16.9%
GOLDMAN SACHS MLP 0.0%
Value ($000) $7 Shares 555 Est. Cost $9.01 Unrealized
WDS WOODSIDE PETE LTD 0.0%
Value ($000) $7 Shares 361 Est. Cost $22.16 Unrealized
CENTER COAST MLP & INFRSTR FD 0.0%
Value ($000) $7 Shares 400 Est. Cost $10.00 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $7 Shares 443 Est. Cost $33.86 Unrealized
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $7 Shares 2,507 Est. Cost $5.19 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $2.50 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 205 Est. Cost $25.29 Unrealized +54.6%
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 3,052 Est. Cost $4.88 Unrealized -51.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $7 Shares 54 Est. Cost $100.51 Unrealized +20.6%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $7 Shares 275 Est. Cost $23.02 Unrealized 0.0%
JD JD COM INC SPON ADR 0.0%
Value ($000) $7 Shares 140 Est. Cost $78.57 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $7 Shares 846 Est. Cost $20.09 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $6 Shares 23 Est. Cost $259.06 Unrealized 0.0%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $6 Shares 228 Est. Cost $22.26 Unrealized +42.5%
VRSN VERISIGN INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $114.83 Unrealized +59.7%
WDAY WORKDAY INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $122.34 Unrealized +27.9%
FBK FB FINL CORP 0.0%
Value ($000) $6 Shares 154 Est. Cost $41.92 Unrealized -8.1%
IR INGERSOLL RAND INC 0.0%
Value ($000) $6 Shares 139 Est. Cost $32.71 Unrealized +43.5%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $6 Shares 142 Est. Cost $25.62 Unrealized
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $6 Shares 300 Est. Cost $29.28 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $15.38 Unrealized +23.8%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.29 Unrealized -12.1%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $84.03 Unrealized 0.0%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $5 Shares 136 Est. Cost $34.17 Unrealized +31.2%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.69 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $5 Shares 259 Est. Cost $22.40 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 440 Est. Cost $18.55 Unrealized -26.7%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $5 Shares 381 Est. Cost $14.10 Unrealized -11.1%
CEDAR FAIR L P 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $5 Shares 200 Est. Cost $16.58 Unrealized +75.4%
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $170.48 Unrealized +192.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $4 Shares 70 Est. Cost $69.81 Unrealized -11.3%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $4 Shares 132 Est. Cost $38.35 Unrealized -8.6%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $4 Shares 58 Est. Cost $56.17 Unrealized +13.3%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.40 Unrealized -5.6%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.65 Unrealized +4.5%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 12,000 Est. Cost $1.00 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $3 Shares 44 Est. Cost $49.24 Unrealized +68.3%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $18.77 Unrealized -83.6%
XYZ SQUARE INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $216.70 Unrealized -67.3%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $3 Shares 64 Est. Cost $62.50 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $102.27 Unrealized +19.1%
APA APA CORPORATION 0.0%
Value ($000) $3 Shares 100 Est. Cost $16.01 Unrealized +98.8%
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 500 Est. Cost $30.70 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.47 Unrealized -23.9%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $3 Shares 440 Est. Cost $11.64 Unrealized -10.6%
DEM WISDOMTREE EMERGING MARKETS 0.0%
Value ($000) $3 Shares 81 Est. Cost $37.04 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $23.86 Unrealized +171.8%
NORDSTROM INC 0.0%
Value ($000) $3 Shares 190 Est. Cost $50.56 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $3 Shares 413 Est. Cost $23.63 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $15.63 Unrealized +37.6%
BTG B2GOLD CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.36 Unrealized +21.3%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.80 Unrealized
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $3 Shares 24 Est. Cost $13.54 Unrealized +878.3%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 124 Est. Cost $25.86 Unrealized
SG SWEETGREEN INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.10 Unrealized -19.2%
TURQUOISE HILL RES LTD 0.0%
Value ($000) $2 Shares 75 Est. Cost Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 46 Est. Cost $25.61 Unrealized +34.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $2 Shares 91 Est. Cost $116.34 Unrealized -69.8%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $69.22 Unrealized +11.9%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $347.27 Unrealized -10.7%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $57.38 Unrealized -26.7%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.67 Unrealized +13.6%
ACA ARCOSA INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $26.73 Unrealized +105.5%
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $26.79 Unrealized -50.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $16.23 Unrealized -40.3%
NIKOLA CORP 0.0%
Value ($000) $1 Shares 387 Est. Cost $20.67 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $81.27 Unrealized +31.8%
HL HECLA MINING CO. 0.0%
Value ($000) $1 Shares 310 Est. Cost $2.94 Unrealized +36.0%
UPST UPSTART HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $249.80 Unrealized -89.2%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.90 Unrealized -9.3%
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $49.35 Unrealized -76.5%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.71 Unrealized -10.2%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
STEELCASE INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $15.00 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.86 Unrealized +163.4%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.52 Unrealized +38.2%
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $35.66 Unrealized +5.2%
MICRO FOCUS INTERNATIONAL 0.0%
Value ($000) $0 Shares 205 Est. Cost $12.35 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -8.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.66 Unrealized +112.1%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $0 Shares 255 Est. Cost $13.14 Unrealized -53.6%
FEDNAT HLDG CO 0.0%
Value ($000) $0 Shares 1,110 Est. Cost $6.31 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.49 Unrealized +1.8%
THVB THOMASVILLE BANCSHARES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $57.39 Unrealized 0.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.17 Unrealized -0.1%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.91 Unrealized -56.6%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 110 Est. Cost $10.74 Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.15 Unrealized -23.5%
CDE COEUR MINING INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $7.84 Unrealized -62.2%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.77 Unrealized +1.5%
BROOKFIELD ASSET MGMT REINS PA 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $22.31 Unrealized -70.1%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.03 Unrealized
NGD NEW GOLD INC 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.36 Unrealized -76.4%