Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 2, 2023

Total Value ($000): $1,118,226 (100.0% shares, 0.0% debt)

Holdings (586)

IWD ISHARES RUSSELL 1000 VALUE (MKT) 11.6%
Value ($000) $130,025 Shares 853,964 Est. Cost $133.38 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 10.4%
Value ($000) $116,752 Shares 477,847 Est. Cost $150.79 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 9.5%
Value ($000) $105,961 Shares 1,515,457 Est. Cost $68.06 Unrealized
AGG ISHARES CORE TOTAL US BOND 8.1%
Value ($000) $90,280 Shares 906,060 Est. Cost $97.01 Unrealized
SPSB SPDR PORTFOLIO SHORT 5.6%
Value ($000) $62,723 Shares 2,116,878 Est. Cost $29.38 Unrealized
OEF ISHARES S&P 100 (MKT) 4.9%
Value ($000) $54,544 Shares 291,616 Est. Cost $114.29 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 4.1%
Value ($000) $46,033 Shares 1,019,105 Est. Cost $45.18 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $43,637 Shares 264,624 Est. Cost $89.10 Unrealized +63.3%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 2.8%
Value ($000) $31,505 Shares 325,805 Est. Cost $96.54 Unrealized
JPM JP MORGAN CHASE & CO 2.5%
Value ($000) $28,154 Shares 216,057 Est. Cost $79.00 Unrealized +62.2%
XOP SPDR S&P OIL & GAS EXPLOR 2.4%
Value ($000) $26,358 Shares 206,580 Est. Cost $127.59 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $24,965 Shares 240,044 Est. Cost $107.69 Unrealized -11.0%
WMT WALMART INC 2.2%
Value ($000) $24,539 Shares 166,423 Est. Cost $42.81 Unrealized +7.0%
XLK TECHNOLOGY SELECT SECTOR SPDRR 2.2%
Value ($000) $24,520 Shares 162,375 Est. Cost $62.38 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 2.0%
Value ($000) $22,387 Shares 81,988 Est. Cost $184.76 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 2.0%
Value ($000) $22,252 Shares 297,841 Est. Cost $68.03 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 1.7%
Value ($000) $18,508 Shares 273,417 Est. Cost $70.04 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $18,023 Shares 141,270 Est. Cost $124.90 Unrealized -6.8%
SPY SPDR S&P 500 (MKT) 1.5%
Value ($000) $16,567 Shares 40,467 Est. Cost $284.81 Unrealized
GOVT ISHARES CORE U.S. TREASURY 1.4%
Value ($000) $16,159 Shares 691,125 Est. Cost $22.76 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $13,989 Shares 48,524 Est. Cost $68.62 Unrealized +263.5%
GD GENERAL DYNAMICS CORP 1.2%
Value ($000) $13,398 Shares 58,710 Est. Cost $212.73 Unrealized +2.4%
XBI SPDR S&P BIOTECH ETF (MKT) 1.2%
Value ($000) $13,061 Shares 171,379 Est. Cost $74.27 Unrealized
GLD SPDR GOLD SHARES (MKT) 1.0%
Value ($000) $10,891 Shares 59,443 Est. Cost $155.88 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $4,440 Shares 71,578 Est. Cost $38.32 Unrealized +44.6%
SO SOUTHERN CO 0.3%
Value ($000) $3,738 Shares 53,723 Est. Cost $46.92 Unrealized +29.3%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,250 Shares 20,968 Est. Cost $93.89 Unrealized +57.5%
PFE PFIZER INC 0.3%
Value ($000) $3,127 Shares 76,653 Est. Cost $20.58 Unrealized +77.6%
AMZN AMAZON COM INC 0.2%
Value ($000) $2,656 Shares 25,712 Est. Cost $121.38 Unrealized -20.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,551 Shares 23,262 Est. Cost $41.41 Unrealized +141.9%
NVDA NVIDIA CORP 0.2%
Value ($000) $2,539 Shares 9,142 Est. Cost $18.07 Unrealized +19.6%
HD HOME DEPOT INC 0.2%
Value ($000) $2,529 Shares 8,569 Est. Cost $152.06 Unrealized +87.2%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,513 Shares 15,400 Est. Cost $75.04 Unrealized +97.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $2,486 Shares 12,350 Est. Cost $105.08 Unrealized +80.2%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $2,453 Shares 5,966 Est. Cost $270.65 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $2,450 Shares 7,935 Est. Cost $196.28 Unrealized +57.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,442 Shares 31,686 Est. Cost $60.06 Unrealized +17.6%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,167 Shares 14,571 Est. Cost $81.65 Unrealized +63.1%
GL GLOBE LIFE INC 0.2%
Value ($000) $2,156 Shares 19,592 Est. Cost $84.86 Unrealized +35.1%
ABBV ABBVIE INC SR NT 0.2%
Value ($000) $2,097 Shares 13,161 Est. Cost $62.88 Unrealized +119.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,928 Shares 18,586 Est. Cost $106.47 Unrealized -10.6%
V VISA INC 0.2%
Value ($000) $1,910 Shares 8,472 Est. Cost $137.22 Unrealized +58.8%
MRK MERCK & CO INC 0.2%
Value ($000) $1,834 Shares 17,234 Est. Cost $46.89 Unrealized +110.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,740 Shares 3,019 Est. Cost $322.46 Unrealized +73.3%
SYK STRYKER CORP 0.1%
Value ($000) $1,659 Shares 5,810 Est. Cost $101.91 Unrealized +152.9%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,642 Shares 31,406 Est. Cost $27.59 Unrealized +62.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,629 Shares 3,446 Est. Cost $184.58 Unrealized +147.7%
PEP PEPSICO INC 0.1%
Value ($000) $1,628 Shares 8,929 Est. Cost $79.81 Unrealized +98.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,531 Shares 16,474 Est. Cost $41.82 Unrealized +102.8%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.1%
Value ($000) $1,522 Shares 6,086 Est. Cost $183.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,478 Shares 3,126 Est. Cost $156.85 Unrealized +176.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,364 Shares 3,971 Est. Cost $83.38 Unrealized +295.6%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.1%
Value ($000) $1,277 Shares 16,752 Est. Cost $81.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,268 Shares 4,535 Est. Cost $118.82 Unrealized +110.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,234 Shares 9,130 Est. Cost $78.63 Unrealized +57.4%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,214 Shares 6,069 Est. Cost $86.31 Unrealized +122.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,149 Shares 61,897 Est. Cost $11.59 Unrealized +64.3%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $1,116 Shares 20,430 Est. Cost $28.48 Unrealized +122.5%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $1,104 Shares 7,308 Est. Cost $55.30 Unrealized +156.0%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,099 Shares 11,395 Est. Cost $64.98 Unrealized +35.7%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $1,089 Shares 640 Est. Cost $117.17 Unrealized +71.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,069 Shares 10,676 Est. Cost $105.18 Unrealized -6.4%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $1,037 Shares 4,925 Est. Cost $110.74 Unrealized +91.5%
DFAT U S TARGET VALUE ETF 0.1%
Value ($000) $1,013 Shares 22,759 Est. Cost $43.56 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $980 Shares 29,998 Est. Cost $32.99 Unrealized -16.6%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $949 Shares 33,199 Est. Cost $25.21 Unrealized +21.3%
MA MASTERCARD INC 0.1%
Value ($000) $940 Shares 2,586 Est. Cost $212.66 Unrealized +68.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $925 Shares 6,864 Est. Cost $48.54 Unrealized +142.2%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $880 Shares 4,607 Est. Cost $150.40 Unrealized +17.5%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $876 Shares 4,517 Est. Cost $98.31 Unrealized +60.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $859 Shares 10,961 Est. Cost $44.52 Unrealized +69.9%
CI THE CIGNA GROUP 0.1%
Value ($000) $833 Shares 3,258 Est. Cost $241.40 Unrealized +14.4%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $810 Shares 7,698 Est. Cost $147.64 Unrealized -28.7%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $802 Shares 7,923 Est. Cost $65.61 Unrealized +52.4%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $790 Shares 1,589 Est. Cost $259.23 Unrealized +81.8%
HSY HERSHEY CO 0.1%
Value ($000) $783 Shares 3,076 Est. Cost $78.25 Unrealized +177.5%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $777 Shares 3,489 Est. Cost $125.87 Unrealized +68.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $759 Shares 7,807 Est. Cost $62.37 Unrealized +39.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $750 Shares 12,435 Est. Cost $34.62 Unrealized +66.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $740 Shares 3,627 Est. Cost $154.31 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $700 Shares 4,079 Est. Cost $104.44 Unrealized +66.2%
MP MP MATERIALS CORP 0.1%
Value ($000) $699 Shares 24,785 Est. Cost $30.26 Unrealized -0.0%
AVGO BROADCOM INC COM 0.1%
Value ($000) $697 Shares 1,087 Est. Cost $27.57 Unrealized +108.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $692 Shares 9,987 Est. Cost $46.80 Unrealized +31.4%
DFAC U S CORE EQUITY 2 0.1%
Value ($000) $684 Shares 26,845 Est. Cost $25.48 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $654 Shares 3,966 Est. Cost $73.35 Unrealized +118.1%
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $644 Shares 3,447 Est. Cost $95.25 Unrealized
CSX CSX CORP 0.1%
Value ($000) $642 Shares 21,428 Est. Cost $24.46 Unrealized +20.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $639 Shares 6,529 Est. Cost $58.12 Unrealized +58.8%
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $635 Shares 9,726 Est. Cost $35.54 Unrealized +61.8%
LAM RESEARCH CORP 0.1%
Value ($000) $626 Shares 1,181 Est. Cost $131.87 Unrealized
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $613 Shares 9,595 Est. Cost $78.75 Unrealized
DE DEERE & CO 0.1%
Value ($000) $612 Shares 1,482 Est. Cost $125.36 Unrealized +216.7%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $611 Shares 8,808 Est. Cost $58.67 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $586 Shares 2,970 Est. Cost $66.18 Unrealized +157.7%
FCN FTI CONSULTING INC 0.1%
Value ($000) $568 Shares 2,876 Est. Cost $120.81 Unrealized +43.9%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $567 Shares 7,927 Est. Cost $98.10 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $543 Shares 6,350 Est. Cost $38.99 Unrealized +84.5%
MMM 3M CO 0.0%
Value ($000) $541 Shares 5,144 Est. Cost $102.56 Unrealized -17.2%
BLACKROCK INC 0.0%
Value ($000) $537 Shares 803 Est. Cost $541.62 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $510 Shares 3,128 Est. Cost $71.03 Unrealized +106.1%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $501 Shares 2,421 Est. Cost $202.58 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $490 Shares 1,009 Est. Cost $88.83 Unrealized +438.6%
TSLA TESLA INC 0.0%
Value ($000) $479 Shares 2,310 Est. Cost $220.60 Unrealized -20.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $478 Shares 1,490 Est. Cost $190.25 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $466 Shares 1 Est. Cost $201277.39 Unrealized +131.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $457 Shares 10,243 Est. Cost $27.75 Unrealized +30.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $444 Shares 1,822 Est. Cost $96.40 Unrealized +125.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $440 Shares 4,224 Est. Cost $60.35 Unrealized +60.8%
JOE ST JOE CO 0.0%
Value ($000) $434 Shares 10,439 Est. Cost $15.81 Unrealized +170.8%
BA BOEING CO 0.0%
Value ($000) $432 Shares 2,032 Est. Cost $301.25 Unrealized -31.0%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $416 Shares 1,450 Est. Cost $124.55 Unrealized +116.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $410 Shares 10,539 Est. Cost $33.26 Unrealized -1.7%
DFUV DIMENSIONAL US MARKETWIDE 0.0%
Value ($000) $409 Shares 12,215 Est. Cost $32.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $399 Shares 1,882 Est. Cost $110.97 Unrealized +95.3%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $393 Shares 16,026 Est. Cost $13.25 Unrealized +66.5%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $382 Shares 2,846 Est. Cost $78.09 Unrealized +48.9%
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $379 Shares 4,997 Est. Cost $85.65 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $379 Shares 3,086 Est. Cost $78.76 Unrealized +42.1%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $366 Shares 949 Est. Cost $460.22 Unrealized -22.8%
NVS NOVARTIS AG 0.0%
Value ($000) $362 Shares 3,934 Est. Cost $84.00 Unrealized
T AT&T INC 0.0%
Value ($000) $361 Shares 18,743 Est. Cost $15.54 Unrealized +5.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $358 Shares 1,871 Est. Cost $70.24 Unrealized +163.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $357 Shares 4,306 Est. Cost $54.87 Unrealized +36.1%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $353 Shares 18,192 Est. Cost $20.88 Unrealized -16.6%
INTU INTUIT 0.0%
Value ($000) $351 Shares 788 Est. Cost $221.78 Unrealized +81.8%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $350 Shares 1,661 Est. Cost $121.41 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $348 Shares 4,511 Est. Cost $45.03 Unrealized +57.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $347 Shares 1,402 Est. Cost $133.41 Unrealized +74.1%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $344 Shares 3,802 Est. Cost $81.21 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $338 Shares 8,328 Est. Cost $35.59 Unrealized +10.8%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $334 Shares 2,851 Est. Cost $78.90 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $333 Shares 2,010 Est. Cost $120.08 Unrealized +23.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $324 Shares 4,266 Est. Cost $117.70 Unrealized -34.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $308 Shares 2,350 Est. Cost $95.48 Unrealized +26.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $307 Shares 6,069 Est. Cost $44.56 Unrealized +13.5%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $301 Shares 2,900 Est. Cost $57.38 Unrealized +90.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $297 Shares 4,002 Est. Cost $63.86 Unrealized +17.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $290 Shares 3,500 Est. Cost $61.67 Unrealized +27.5%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $283 Shares 2,400 Est. Cost $72.47 Unrealized +53.8%
DFIV DIMENSIONAL INTERNATNAL VAL 0.0%
Value ($000) $276 Shares 8,574 Est. Cost $32.23 Unrealized
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $267 Shares 2,847 Est. Cost $67.09 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $267 Shares 1,433 Est. Cost $85.34 Unrealized +89.1%
EAGG ISHARES ESG U.S AGRGT BOND 0.0%
Value ($000) $263 Shares 5,477 Est. Cost $55.18 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $260 Shares 1,135 Est. Cost $109.46 Unrealized +110.7%
ADSK AUTODESK INC 0.0%
Value ($000) $250 Shares 1,199 Est. Cost $141.49 Unrealized +45.5%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $249 Shares 1,111 Est. Cost $203.30 Unrealized +21.3%
VUG VANGUARD GROWTH ETF (MKT) 0.0%
Value ($000) $247 Shares 990 Est. Cost $148.20 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $246 Shares 2,151 Est. Cost $43.04 Unrealized +142.4%
CRM SALESFORCE 0.0%
Value ($000) $241 Shares 1,204 Est. Cost $195.14 Unrealized -14.5%
MS MORGAN STANLEY 0.0%
Value ($000) $237 Shares 2,700 Est. Cost $52.75 Unrealized +60.8%
ETN EATON CORP PLC 0.0%
Value ($000) $237 Shares 1,383 Est. Cost $102.38 Unrealized +56.4%
HPQ HP INC 0.0%
Value ($000) $237 Shares 8,061 Est. Cost $11.20 Unrealized +129.7%
BWA BORGWARNER INC 0.0%
Value ($000) $236 Shares 4,801 Est. Cost $28.85 Unrealized +37.9%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $231 Shares 900 Est. Cost $33.57 Unrealized +255.8%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $230 Shares 10,400 Est. Cost $23.06 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $229 Shares 3,980 Est. Cost $52.27 Unrealized
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $227 Shares 2,081 Est. Cost $71.90 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $223 Shares 885 Est. Cost $195.38 Unrealized +14.7%
PRA PROASSURANCE CORP 0.0%
Value ($000) $220 Shares 11,884 Est. Cost $43.27 Unrealized -56.6%
NKE NIKE INC 0.0%
Value ($000) $211 Shares 1,720 Est. Cost $75.50 Unrealized +54.6%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $209 Shares 2,590 Est. Cost $76.01 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $207 Shares 1,237 Est. Cost $76.92 Unrealized +101.5%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $205 Shares 1,195 Est. Cost $99.91 Unrealized +72.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $205 Shares 1,148 Est. Cost $202.32 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $202 Shares 4,945 Est. Cost $19.45 Unrealized +105.5%
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $194 Shares 8,432 Est. Cost $23.06 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $194 Shares 998 Est. Cost $147.91 Unrealized +37.1%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $190 Shares 2,084 Est. Cost $116.27 Unrealized
BP BP PLC 0.0%
Value ($000) $189 Shares 4,970 Est. Cost $33.95 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $188 Shares 5,912 Est. Cost $34.41 Unrealized -2.2%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $183 Shares 809 Est. Cost $137.21 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $183 Shares 659 Est. Cost $204.43 Unrealized +35.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $182 Shares 5,337 Est. Cost $38.94 Unrealized -4.2%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $181 Shares 544 Est. Cost $243.62 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $180 Shares 4,751 Est. Cost $41.38 Unrealized -16.3%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $179 Shares 2,166 Est. Cost $64.83 Unrealized +27.5%
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $179 Shares 1,194 Est. Cost $164.27 Unrealized
MGC VANGUARD MEGA CAP INDEX 0.0%
Value ($000) $178 Shares 1,247 Est. Cost $92.67 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $177 Shares 2,133 Est. Cost $80.53 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $172 Shares 1,971 Est. Cost $42.81 Unrealized +93.0%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $170 Shares 895 Est. Cost $117.46 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE 0.0%
Value ($000) $168 Shares 1,815 Est. Cost $92.59 Unrealized
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $168 Shares 3,355 Est. Cost $50.37 Unrealized
VTV VANGUARD VALUE INDEX 0.0%
Value ($000) $167 Shares 1,210 Est. Cost $96.03 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $165 Shares 2,140 Est. Cost $116.99 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $164 Shares 500 Est. Cost $279.65 Unrealized +23.0%
HIBBETT SPORTS INC 0.0%
Value ($000) $163 Shares 2,756 Est. Cost $50.86 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $162 Shares 1,045 Est. Cost $50.74 Unrealized +166.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $162 Shares 1,709 Est. Cost $41.87 Unrealized +99.5%
DFAS U S SM CAP ETF 0.0%
Value ($000) $162 Shares 3,071 Est. Cost $47.87 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $160 Shares 1,036 Est. Cost $94.61 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $155 Shares 1,770 Est. Cost $39.51 Unrealized +105.4%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $154 Shares 623 Est. Cost $177.99 Unrealized +35.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $153 Shares 1,540 Est. Cost $58.84 Unrealized +69.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $151 Shares 1,090 Est. Cost $113.71 Unrealized +26.0%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $150 Shares 1,867 Est. Cost $71.24 Unrealized +11.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $147 Shares 2,628 Est. Cost $58.01 Unrealized -12.8%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $145 Shares 1,075 Est. Cost $59.19 Unrealized +108.0%
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $145 Shares 10,000 Est. Cost $8.20 Unrealized +44.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $142 Shares 2,834 Est. Cost $36.93 Unrealized +27.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $141 Shares 1,746 Est. Cost $87.53 Unrealized -14.9%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $141 Shares 1,698 Est. Cost $75.12 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $138 Shares 1,766 Est. Cost $44.62 Unrealized +55.4%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value ($000) $138 Shares 1,282 Est. Cost $107.74 Unrealized
MTG MGIC INVESTMENT CORP WI 0.0%
Value ($000) $134 Shares 10,000 Est. Cost $10.89 Unrealized +23.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $134 Shares 3,517 Est. Cost $23.54 Unrealized +37.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $132 Shares 1,346 Est. Cost $118.61 Unrealized -31.4%
AFL AFLAC INC 0.0%
Value ($000) $131 Shares 2,031 Est. Cost $32.26 Unrealized +99.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $129 Shares 3,956 Est. Cost $40.83 Unrealized -22.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $128 Shares 1,300 Est. Cost $57.48 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $126 Shares 7,931 Est. Cost $7.95 Unrealized +81.8%
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $126 Shares 6,067 Est. Cost $21.32 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $126 Shares 1,314 Est. Cost $57.15 Unrealized +48.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $124 Shares 1,651 Est. Cost $63.18 Unrealized +10.2%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $121 Shares 840 Est. Cost $108.33 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $121 Shares 263 Est. Cost $311.08 Unrealized +42.1%
CDC VICTORYSHARES US EQ INCOME 0.0%
Value ($000) $121 Shares 2,000 Est. Cost $45.50 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $120 Shares 498 Est. Cost $191.29 Unrealized +17.1%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $117 Shares 3,756 Est. Cost $37.78 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $116 Shares 2,542 Est. Cost $45.14 Unrealized -0.9%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $115 Shares 588 Est. Cost $111.92 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $111 Shares 1,526 Est. Cost $48.38 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $107 Shares 2,672 Est. Cost $35.69 Unrealized +9.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $106 Shares 1,993 Est. Cost $37.51 Unrealized +28.7%
NUE NUCOR CORP 0.0%
Value ($000) $105 Shares 680 Est. Cost $56.52 Unrealized +169.5%
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $105 Shares 1,635 Est. Cost $77.06 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $103 Shares 943 Est. Cost $66.60 Unrealized +51.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $103 Shares 526 Est. Cost $183.24 Unrealized +4.8%
ACN ACCENTURE PLC 0.0%
Value ($000) $101 Shares 355 Est. Cost $203.70 Unrealized +28.3%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $56.73 Unrealized -1.7%
FDX FEDEX CORP 0.0%
Value ($000) $99 Shares 432 Est. Cost $158.62 Unrealized +20.2%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $97 Shares 1,270 Est. Cost $86.63 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $96 Shares 453 Est. Cost $237.31 Unrealized -28.7%
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $95 Shares 1,016 Est. Cost $61.43 Unrealized +24.1%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $95 Shares 3,562 Est. Cost $15.54 Unrealized +90.1%
CLX CLOROX CO 0.0%
Value ($000) $94 Shares 595 Est. Cost $96.91 Unrealized +40.6%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $94 Shares 740 Est. Cost $95.09 Unrealized +41.6%
C CITIGROUP INC 0.0%
Value ($000) $93 Shares 1,991 Est. Cost $47.30 Unrealized -6.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $93 Shares 1,291 Est. Cost $25.98 Unrealized +10.3%
YUM YUM! BRANDS INC 0.0%
Value ($000) $92 Shares 700 Est. Cost $67.27 Unrealized +81.0%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $92 Shares 671 Est. Cost $96.53 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $92 Shares 1,495 Est. Cost $19.64 Unrealized +185.5%
WFC WELLS FARGO & CO 0.0%
Value ($000) $90 Shares 2,396 Est. Cost $35.35 Unrealized +14.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $89 Shares 1,277 Est. Cost $48.34 Unrealized +26.4%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $89 Shares 200 Est. Cost $75.00 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $88 Shares 500 Est. Cost $117.53 Unrealized +42.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $71.07 Unrealized +4.5%
USB US BANCORP DEL 0.0%
Value ($000) $83 Shares 2,303 Est. Cost $33.28 Unrealized +16.1%
PPL PPL CORP 0.0%
Value ($000) $83 Shares 2,974 Est. Cost $23.26 Unrealized +10.0%
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $82 Shares 1,211 Est. Cost $52.85 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $82 Shares 400 Est. Cost $192.83 Unrealized -1.7%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $81 Shares 9,952 Est. Cost $20.13 Unrealized -60.1%
LIN LINDE PLC 0.0%
Value ($000) $79 Shares 222 Est. Cost $322.30 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $76 Shares 705 Est. Cost $25.69 Unrealized +85.9%
DFUS U S EQUITY ETF 0.0%
Value ($000) $76 Shares 1,705 Est. Cost $40.47 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $75 Shares 1,631 Est. Cost $27.98 Unrealized +54.1%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $74 Shares 698 Est. Cost $73.49 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $74 Shares 1,568 Est. Cost $47.19 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $74 Shares 1,499 Est. Cost $38.52 Unrealized +28.2%
AON AON PLC SHS CL A 0.0%
Value ($000) $73 Shares 232 Est. Cost $285.70 Unrealized +6.1%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $73 Shares 365 Est. Cost $131.02 Unrealized +63.1%
ZTS ZOETIS INC 0.0%
Value ($000) $72 Shares 433 Est. Cost $174.61 Unrealized -8.9%
RH RH COM 0.0%
Value ($000) $72 Shares 295 Est. Cost $30.92 Unrealized +838.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $72 Shares 244 Est. Cost $244.85 Unrealized +10.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $70 Shares 312 Est. Cost $221.61 Unrealized +0.6%
CTVA CORTEVA INC 0.0%
Value ($000) $69 Shares 1,152 Est. Cost $27.15 Unrealized +117.7%
MET METLIFE INC 0.0%
Value ($000) $68 Shares 1,182 Est. Cost $46.79 Unrealized +32.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $68 Shares 618 Est. Cost $106.33 Unrealized +11.1%
DEO DIAGEO PLC 0.0%
Value ($000) $65 Shares 357 Est. Cost $167.22 Unrealized
WESTROCK CO 0.0%
Value ($000) $65 Shares 2,120 Est. Cost $39.01 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $64 Shares 2,085 Est. Cost $42.31 Unrealized
BHP BHP GROUP LIMITED 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $65.00 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $63 Shares 657 Est. Cost $99.69 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $63 Shares 193 Est. Cost $231.35 Unrealized +39.9%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $63 Shares 2,004 Est. Cost $44.71 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $63 Shares 1,200 Est. Cost $38.89 Unrealized +80.6%
DOV DOVER CORP 0.0%
Value ($000) $61 Shares 400 Est. Cost $67.68 Unrealized +109.4%
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $61 Shares 847 Est. Cost $68.94 Unrealized
GLW CORNING INC 0.0%
Value ($000) $60 Shares 1,705 Est. Cost $33.60 Unrealized -4.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $60 Shares 996 Est. Cost $34.39 Unrealized +76.6%
NOW SERVICENOW INC COM 0.0%
Value ($000) $59 Shares 127 Est. Cost $85.76 Unrealized +1.6%
DXCM DEXCOM INC 0.0%
Value ($000) $58 Shares 500 Est. Cost $111.94 Unrealized 0.0%
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $30.49 Unrealized +32.9%
FAST FASTENAL CO 0.0%
Value ($000) $57 Shares 1,053 Est. Cost $14.22 Unrealized +68.1%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $56 Shares 612 Est. Cost $88.30 Unrealized
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $56 Shares 389 Est. Cost $92.29 Unrealized +36.5%
DOW DOW INC COM 0.0%
Value ($000) $56 Shares 1,014 Est. Cost $36.73 Unrealized +28.8%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $55 Shares 4,416 Est. Cost $7.20 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $28.67 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $54 Shares 144 Est. Cost $395.83 Unrealized
SHM SPDR NUVEEN BARCLAYS SHORT 0.0%
Value ($000) $54 Shares 1,135 Est. Cost $49.62 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $54 Shares 701 Est. Cost $81.49 Unrealized
VFC V F CORP 0.0%
Value ($000) $53 Shares 2,327 Est. Cost $55.49 Unrealized -52.6%
BLACKROCK MUNI INC QUAL TR 0.0%
Value ($000) $53 Shares 4,655 Est. Cost $13.75 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $51 Shares 350 Est. Cost $120.57 Unrealized +16.1%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $51 Shares 110 Est. Cost $357.60 Unrealized +27.3%
KMI KINDER MORGAN INC 0.0%
Value ($000) $49 Shares 2,782 Est. Cost $12.42 Unrealized +22.7%
ECL ECOLAB INC 0.0%
Value ($000) $49 Shares 294 Est. Cost $159.14 Unrealized -5.1%
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $49 Shares 960 Est. Cost $91.86 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $48 Shares 750 Est. Cost $34.12 Unrealized +79.0%
AX AXOS FINL INC 0.0%
Value ($000) $48 Shares 1,305 Est. Cost $34.92 Unrealized +23.5%
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $48 Shares 200 Est. Cost $175.00 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $47 Shares 521 Est. Cost $66.75 Unrealized +22.9%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $47 Shares 221 Est. Cost $177.80 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $45 Shares 474 Est. Cost $47.56 Unrealized +38.6%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $45 Shares 722 Est. Cost $18.83 Unrealized +214.2%
UNILEVER PLC 0.0%
Value ($000) $44 Shares 850 Est. Cost $56.07 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $44 Shares 691 Est. Cost $39.31 Unrealized +45.8%
VTRS VIATRIS INC 0.0%
Value ($000) $44 Shares 4,522 Est. Cost $13.33 Unrealized -27.3%
PSX PHILLIPS 66 0.0%
Value ($000) $43 Shares 426 Est. Cost $59.53 Unrealized +54.0%
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $43 Shares 850 Est. Cost $39.41 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $42 Shares 1,134 Est. Cost $34.39 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $42 Shares 1,208 Est. Cost $33.00 Unrealized +9.3%
RGEN REPLIGEN CORP 0.0%
Value ($000) $42 Shares 250 Est. Cost $256.54 Unrealized -30.5%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $41 Shares 283 Est. Cost $139.39 Unrealized -0.3%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $41 Shares 612 Est. Cost $95.18 Unrealized -37.1%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $41 Shares 318 Est. Cost $104.60 Unrealized +16.9%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $41 Shares 123 Est. Cost $260.07 Unrealized +22.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $40 Shares 594 Est. Cost $49.69 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $40 Shares 253 Est. Cost $62.24 Unrealized +142.6%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $39 Shares 397 Est. Cost $102.05 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $39 Shares 179 Est. Cost $49.31 Unrealized +270.3%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $39 Shares 211 Est. Cost $109.41 Unrealized +60.7%
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $39 Shares 900 Est. Cost $52.22 Unrealized
PBE INVESCO EXCHANGE TRADED 0.0%
Value ($000) $38 Shares 611 Est. Cost $57.28 Unrealized
ALC ALCON INC 0.0%
Value ($000) $38 Shares 538 Est. Cost $59.51 Unrealized +18.4%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $38 Shares 306 Est. Cost $75.16 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $37 Shares 29 Est. Cost $1005.01 Unrealized +32.2%
EBAY EBAY INC 0.0%
Value ($000) $37 Shares 833 Est. Cost $54.03 Unrealized -19.8%
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $37 Shares 263 Est. Cost $91.25 Unrealized
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $36 Shares 375 Est. Cost $105.11 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $35 Shares 250 Est. Cost $113.79 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $35 Shares 656 Est. Cost $68.79 Unrealized -27.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $35 Shares 155 Est. Cost $205.18 Unrealized +2.8%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $34 Shares 335 Est. Cost $138.95 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $34 Shares 433 Est. Cost $75.94 Unrealized -5.9%
MRVL MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $33 Shares 772 Est. Cost $41.65 Unrealized 0.0%
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $33 Shares 400 Est. Cost $71.25 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $33 Shares 386 Est. Cost $54.44 Unrealized +45.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $32 Shares 400 Est. Cost $37.61 Unrealized +97.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $32 Shares 2,107 Est. Cost $15.13 Unrealized -6.0%
FDL FIRST TRUST MORNINGSTAR DIV 0.0%
Value ($000) $31 Shares 880 Est. Cost $30.19 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $31 Shares 412 Est. Cost $53.15 Unrealized +30.1%
MARATHON OIL CORP 0.0%
Value ($000) $31 Shares 1,295 Est. Cost $28.67 Unrealized
EMLP FIRST TRUST NORTH AMERICAN 0.0%
Value ($000) $31 Shares 1,150 Est. Cost $25.22 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $30 Shares 205 Est. Cost $150.53 Unrealized -9.5%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $30 Shares 761 Est. Cost $48.20 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $29 Shares 147 Est. Cost $77.19 Unrealized +9.8%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $29 Shares 308 Est. Cost $111.71 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $28 Shares 82 Est. Cost $23.33 Unrealized +41.8%
MNKD MANNKIND CORP 0.0%
Value ($000) $28 Shares 6,868 Est. Cost $3.65 Unrealized +32.0%
EZM WISDOMTREE U.S. MIDCAP 0.0%
Value ($000) $28 Shares 554 Est. Cost $55.96 Unrealized
TDIV FIRST TRUST NASDAQ 0.0%
Value ($000) $27 Shares 500 Est. Cost $44.00 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $26 Shares 400 Est. Cost $71.80 Unrealized -18.8%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $26 Shares 225 Est. Cost $100.68 Unrealized -3.4%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $25 Shares 168 Est. Cost $107.14 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $25 Shares 400 Est. Cost $55.00 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $25 Shares 3,000 Est. Cost $17.95 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $25 Shares 300 Est. Cost $85.36 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $25 Shares 618 Est. Cost $43.69 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $25 Shares 228 Est. Cost $22.54 Unrealized +348.2%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $24 Shares 285 Est. Cost $75.93 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $24 Shares 182 Est. Cost $140.70 Unrealized -13.9%
BALL BALL CORP 0.0%
Value ($000) $24 Shares 439 Est. Cost $53.37 Unrealized 0.0%
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $24 Shares 420 Est. Cost $73.81 Unrealized
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $24 Shares 215 Est. Cost $119.19 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $14.65 Unrealized -2.4%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $23 Shares 975 Est. Cost $26.46 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $23 Shares 88 Est. Cost $297.04 Unrealized -12.1%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $22 Shares 372 Est. Cost $54.27 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $22 Shares 637 Est. Cost $58.90 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $22 Shares 299 Est. Cost $64.08 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $22 Shares 442 Est. Cost $46.57 Unrealized -1.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $21 Shares 75 Est. Cost $110.15 Unrealized +131.9%
HESS CORP 0.0%
Value ($000) $21 Shares 161 Est. Cost $73.74 Unrealized
RMD RESMED INC 0.0%
Value ($000) $21 Shares 96 Est. Cost $252.36 Unrealized -16.3%
SYF SYNCHRONY FINL 0.0%
Value ($000) $21 Shares 708 Est. Cost $39.44 Unrealized -20.3%
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $20 Shares 179 Est. Cost $114.30 Unrealized -15.3%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $20 Shares 193 Est. Cost $78.25 Unrealized +28.1%
CMA COMERICA INC 0.0%
Value ($000) $20 Shares 461 Est. Cost $67.21 Unrealized -18.4%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $20 Shares 190 Est. Cost $57.43 Unrealized +63.2%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $19 Shares 1,062 Est. Cost $18.29 Unrealized +4.0%
RY ROYAL BANK CANADA MONTREAL 0.0%
Value ($000) $19 Shares 200 Est. Cost $64.70 Unrealized +53.2%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $18 Shares 378 Est. Cost $44.97 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $40.87 Unrealized +35.7%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $17 Shares 125 Est. Cost $34.00 Unrealized +261.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $17 Shares 680 Est. Cost $57.97 Unrealized -53.0%
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $17 Shares 763 Est. Cost $29.53 Unrealized -16.1%
RITCHIE BROTHERS AUCTIONEERS INC 0.0%
Value ($000) $17 Shares 304 Est. Cost $56.29 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $17 Shares 120 Est. Cost $134.14 Unrealized +4.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $17 Shares 49 Est. Cost $386.35 Unrealized -11.0%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $17 Shares 82 Est. Cost $167.61 Unrealized
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $17 Shares 240 Est. Cost $32.38 Unrealized +116.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $16 Shares 433 Est. Cost $24.04 Unrealized +32.9%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $16 Shares 167 Est. Cost $57.38 Unrealized +40.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $15 Shares 151 Est. Cost $236.87 Unrealized
WAB WABTEC 0.0%
Value ($000) $15 Shares 152 Est. Cost $77.08 Unrealized +30.4%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $15 Shares 229 Est. Cost $71.33 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $15 Shares 250 Est. Cost $46.61 Unrealized +38.6%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $15 Shares 601 Est. Cost $20.33 Unrealized +32.8%
ROKU ROKU INC 0.0%
Value ($000) $15 Shares 225 Est. Cost $376.83 Unrealized -84.5%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $15 Shares 303 Est. Cost $32.45 Unrealized +46.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $14 Shares 368 Est. Cost $44.50 Unrealized -23.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $14 Shares 85 Est. Cost $93.67 Unrealized +70.1%
MCO MOODYS CORP 0.0%
Value ($000) $14 Shares 45 Est. Cost $151.00 Unrealized +95.4%
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $14 Shares 60 Est. Cost $123.27 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $13 Shares 100 Est. Cost $70.17 Unrealized
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $13 Shares 92 Est. Cost $119.23 Unrealized +4.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $71.08 Unrealized 0.0%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $13 Shares 603 Est. Cost $21.35 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $12 Shares 394 Est. Cost $21.90 Unrealized +0.7%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $12 Shares 255 Est. Cost $38.78 Unrealized +18.5%
FISV FISERV INC 0.0%
Value ($000) $12 Shares 109 Est. Cost $106.47 Unrealized +3.3%
BUZZ VANECK VECTORS SOCIAL 0.0%
Value ($000) $12 Shares 824 Est. Cost $24.27 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $12 Shares 900 Est. Cost $15.02 Unrealized -0.6%
TAK TAKEDA PHARMACEUTICAL COMPANY LI 0.0%
Value ($000) $12 Shares 745 Est. Cost $20.39 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $26.95 Unrealized +95.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $12 Shares 38 Est. Cost $209.17 Unrealized +43.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 1,400 Est. Cost $9.50 Unrealized -17.6%
F FORD MOTOR COMPANY 0.0%
Value ($000) $12 Shares 935 Est. Cost $10.20 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $12 Shares 83 Est. Cost $59.42 Unrealized +127.5%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $12 Shares 217 Est. Cost $50.14 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $12 Shares 360 Est. Cost $24.90 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $11 Shares 38 Est. Cost $523.06 Unrealized -38.4%
VMWARE INC 0.0%
Value ($000) $11 Shares 90 Est. Cost $111.11 Unrealized
AOA ISHARES CORE AGGRESSIVE 0.0%
Value ($000) $11 Shares 176 Est. Cost $45.58 Unrealized
MSM MSC INDUSTRIAL DIRECT INC 0.0%
Value ($000) $11 Shares 132 Est. Cost $88.88 Unrealized -6.8%
EXC EXELON CORP 0.0%
Value ($000) $11 Shares 259 Est. Cost $26.39 Unrealized +41.7%
IVZ INVESCO LTD 0.0%
Value ($000) $11 Shares 648 Est. Cost $19.82 Unrealized -21.6%
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $49.85 Unrealized -55.9%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.56 Unrealized +10.9%
ILMN ILLUMINA INC 0.0%
Value ($000) $10 Shares 44 Est. Cost $207.24 Unrealized -1.2%
AMLP ALERIAN MLP 0.0%
Value ($000) $10 Shares 260 Est. Cost $23.08 Unrealized
EXPE EXPEDIA INC 0.0%
Value ($000) $10 Shares 102 Est. Cost $104.01 Unrealized 0.0%
U UNITY SOFTWARE INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $152.82 Unrealized -79.0%
BMO BANK OF MONTREAL 0.0%
Value ($000) $10 Shares 109 Est. Cost $90.58 Unrealized -7.4%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.75 Unrealized -2.1%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $514.77 Unrealized -27.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $10 Shares 72 Est. Cost $113.66 Unrealized +3.4%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.23 Unrealized -9.4%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 1,120 Est. Cost $10.33 Unrealized -6.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 21 Est. Cost $264.20 Unrealized +60.6%
MAT MATTEL INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $35.37 Unrealized -47.5%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $9 Shares 92 Est. Cost $107.00 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $9 Shares 800 Est. Cost $18.11 Unrealized
RWR SPDR DOW JONES REIT ETF (MKT) 0.0%
Value ($000) $9 Shares 100 Est. Cost $92.17 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $9 Shares 330 Est. Cost $34.13 Unrealized -13.8%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $9 Shares 228 Est. Cost $22.26 Unrealized +41.8%
PROSHARES ULTSHRT QQQ 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
NVO NOVO NORDISK A S 0.0%
Value ($000) $9 Shares 54 Est. Cost $135.33 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $9 Shares 846 Est. Cost $20.09 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $8 Shares 102 Est. Cost $36.78 Unrealized +4.6%
LFUS LITTELFUSE INC 0.0%
Value ($000) $8 Shares 31 Est. Cost $223.14 Unrealized +15.1%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $8 Shares 82 Est. Cost $98.15 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 205 Est. Cost $25.29 Unrealized +50.5%
GGG GRACO INC 0.0%
Value ($000) $8 Shares 112 Est. Cost $63.99 Unrealized +4.5%
ASML ASML HOLDING NV 0.0%
Value ($000) $8 Shares 12 Est. Cost $546.42 Unrealized
WDS WOODSIDE PETE LTD 0.0%
Value ($000) $8 Shares 361 Est. Cost $22.16 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $8 Shares 139 Est. Cost $32.71 Unrealized +71.8%
WDAY WORKDAY INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $122.34 Unrealized +48.7%
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $8 Shares 2,573 Est. Cost $6.08 Unrealized -43.2%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $8 Shares 193 Est. Cost $3.02 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 508 Est. Cost $31.23 Unrealized -45.9%
ABNB AIRBNB INC 0.0%
Value ($000) $8 Shares 62 Est. Cost $101.00 Unrealized +13.0%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $8 Shares 205 Est. Cost $27.47 Unrealized +16.8%
VRSN VERISIGN INC 0.0%
Value ($000) $8 Shares 36 Est. Cost $114.83 Unrealized +78.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $8 Shares 270 Est. Cost $25.42 Unrealized -0.3%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $8 Shares 275 Est. Cost $23.02 Unrealized +3.6%
DOCU DOCUSIGN INC 0.0%
Value ($000) $7 Shares 127 Est. Cost $56.19 Unrealized +6.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $7 Shares 68 Est. Cost $115.68 Unrealized 0.0%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 65 Est. Cost $90.48 Unrealized +15.7%
OGN ORGANON & CO 0.0%
Value ($000) $7 Shares 299 Est. Cost $29.51 Unrealized -21.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $7 Shares 102 Est. Cost $78.14 Unrealized -5.6%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $7 Shares 300 Est. Cost $29.28 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $336.62 Unrealized -6.9%
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $7 Shares 59 Est. Cost $94.86 Unrealized +11.1%
TECH BIO TECHNE CORP 0.0%
Value ($000) $7 Shares 88 Est. Cost $78.25 Unrealized -2.9%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $6 Shares 136 Est. Cost $34.17 Unrealized +40.9%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $6 Shares 142 Est. Cost $25.62 Unrealized
JD JD COM INC SPON ADR 0.0%
Value ($000) $6 Shares 140 Est. Cost $78.57 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $6 Shares 200 Est. Cost $16.58 Unrealized +77.6%
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 3,052 Est. Cost $4.88 Unrealized -51.3%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 52 Est. Cost $96.29 Unrealized +5.9%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $6 Shares 105 Est. Cost $92.59 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $116.48 Unrealized +20.9%
NDAQ NASDAQ INC 0.0%
Value ($000) $6 Shares 105 Est. Cost $53.05 Unrealized +4.5%
FUELCELL ENERGY INC 0.0%
Value ($000) $6 Shares 2,000 Est. Cost $2.50 Unrealized
APTIV PLS SHS 0.0%
Value ($000) $6 Shares 50 Est. Cost $93.14 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.0%
Value ($000) $6 Shares 117 Est. Cost $45.84 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $316.26 Unrealized -6.7%
RACE FERRARI N V 0.0%
Value ($000) $5 Shares 20 Est. Cost $206.10 Unrealized +23.9%
KELLOGG CO 0.0%
Value ($000) $5 Shares 80 Est. Cost $46.70 Unrealized +22.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $10.83 Unrealized -62.7%
STWD STARWOOD 0.0%
Value ($000) $5 Shares 298 Est. Cost $17.69 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $15.38 Unrealized +32.4%
CEDAR FAIR L P 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $5 Shares 3,846 Est. Cost $2.14 Unrealized -26.0%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.43 Unrealized -7.5%
IT GARTNER INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $322.72 Unrealized +2.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 331 Est. Cost $11.64 Unrealized +21.9%
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $170.48 Unrealized +174.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $5 Shares 132 Est. Cost $38.35 Unrealized -15.2%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $5 Shares 443 Est. Cost $33.86 Unrealized
FBK FB FINL CORP 0.0%
Value ($000) $5 Shares 149 Est. Cost $41.92 Unrealized -19.0%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.17 Unrealized +18.9%
MTD METTLER TOLEDO INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 3 Est. Cost $1338.52 Unrealized +12.2%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $4 Shares 82 Est. Cost $65.44 Unrealized -7.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $243.83 Unrealized +1.0%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $4 Shares 381 Est. Cost $14.10 Unrealized -28.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $4 Shares 70 Est. Cost $69.81 Unrealized -14.4%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.69 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.80 Unrealized
CATALENT INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $45.02 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $2.36 Unrealized +40.5%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $4 Shares 2,507 Est. Cost $5.19 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.40 Unrealized -7.8%
ICLR ICON PLC ADR 0.0%
Value ($000) $4 Shares 18 Est. Cost $198.26 Unrealized +12.3%
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $4 Shares 24 Est. Cost $13.54 Unrealized +1071.3%
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $4 Shares 413 Est. Cost $23.63 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.27 Unrealized +32.7%
APA APA CORPORATION 0.0%
Value ($000) $4 Shares 100 Est. Cost $16.01 Unrealized +125.6%
XYZ SQUARE INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $216.70 Unrealized -65.5%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.47 Unrealized -5.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $3 Shares 98 Est. Cost $27.10 Unrealized +8.4%
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $3 Shares 215 Est. Cost $17.10 Unrealized
NORDSTROM INC 0.0%
Value ($000) $3 Shares 190 Est. Cost $50.56 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $3 Shares 16 Est. Cost $170.93 Unrealized +10.2%
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.14 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $3 Shares 124 Est. Cost $25.86 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $23.86 Unrealized +155.4%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $200.17 Unrealized +47.4%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $69.22 Unrealized +2.8%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $3 Shares 92 Est. Cost $21.74 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $2 Shares 145 Est. Cost $15.63 Unrealized +20.8%
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $2 Shares 18 Est. Cost $126.94 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $49.24 Unrealized +13.3%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $26.73 Unrealized +118.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $2 Shares 13 Est. Cost $159.19 Unrealized +0.2%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $57.38 Unrealized -24.8%
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $16.23 Unrealized -36.2%
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +92.2%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $18.77 Unrealized -88.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 46 Est. Cost $25.61 Unrealized +40.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.67 Unrealized -3.1%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $2 Shares 200 Est. Cost $19.65 Unrealized -46.3%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $81.27 Unrealized +60.2%
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $49.35 Unrealized -68.4%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 12,000 Est. Cost $1.00 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $71.86 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $1 Shares 110 Est. Cost $10.74 Unrealized
IDU ISHARES US UTILITIES (MKT) 0.0%
Value ($000) $1 Shares 17 Est. Cost $86.53 Unrealized
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $202.71 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $26.79 Unrealized -44.1%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $34.97 Unrealized +19.4%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.71 Unrealized +3.6%
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.45 Unrealized
CDE COEUR MINING INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $7.84 Unrealized -55.7%
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $1 Shares 255 Est. Cost $13.14 Unrealized -70.7%
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.66 Unrealized +19.2%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.00 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $249.80 Unrealized -93.3%
SG SWEETGREEN INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.10 Unrealized -58.3%
EMXC ISHARES MSCI EMG MKTS EX 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.27 Unrealized
NGD NEW GOLD INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.36 Unrealized -69.6%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.66 Unrealized +137.6%
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.91 Unrealized -67.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $116.34 Unrealized -77.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.90 Unrealized +14.4%
NIKOLA CORP 0.0%
Value ($000) $0 Shares 387 Est. Cost $20.67 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.77 Unrealized +14.4%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.15 Unrealized -23.6%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.03 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +36.4%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $22.31 Unrealized -74.3%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.49 Unrealized +12.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -8.1%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.52 Unrealized +82.4%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.17 Unrealized -1.6%
BROOKFIELD ASSET MGMT REINS PA 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.50 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.86 Unrealized +122.8%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized