Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $1,099,922 (100.0% shares, 0.0% debt)

Holdings (599)

IWF ISHARES RUSSELL 1000 GROWTH 11.0%
Value ($000) $120,954 Shares 454,733 Est. Cost $150.79 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 9.9%
Value ($000) $109,256 Shares 719,641 Est. Cost $133.38 Unrealized
AGG ISHARES CORE TOTAL US BOND 7.1%
Value ($000) $78,227 Shares 831,847 Est. Cost $97.01 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 7.0%
Value ($000) $77,313 Shares 1,768,357 Est. Cost $45.63 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 6.7%
Value ($000) $73,743 Shares 1,064,886 Est. Cost $68.06 Unrealized
SPSB SPDR PORTFOLIO SHORT 5.2%
Value ($000) $57,463 Shares 1,959,857 Est. Cost $29.38 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.0%
Value ($000) $54,652 Shares 579,368 Est. Cost $97.97 Unrealized
OEF ISHARES S&P 100 (MKT) 4.5%
Value ($000) $49,596 Shares 247,191 Est. Cost $114.29 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $37,918 Shares 221,472 Est. Cost $89.10 Unrealized +103.5%
JEPI JPMORGAN EQUITY 2.9%
Value ($000) $32,418 Shares 605,267 Est. Cost $55.33 Unrealized
JPM JP MORGAN CHASE & CO 2.7%
Value ($000) $29,685 Shares 204,697 Est. Cost $79.00 Unrealized +80.1%
XOP SPDR S&P OIL & GAS EXPLOR 2.6%
Value ($000) $28,784 Shares 194,607 Est. Cost $127.59 Unrealized
GOOG ALPHABET INC 2.4%
Value ($000) $26,027 Shares 197,402 Est. Cost $107.69 Unrealized +19.8%
XLK TECHNOLOGY SELECT SECTOR SPDRR 2.3%
Value ($000) $25,294 Shares 154,299 Est. Cost $62.38 Unrealized
WMT WALMART INC 2.0%
Value ($000) $21,974 Shares 137,398 Est. Cost $42.81 Unrealized +21.0%
IYH ISHARES US HEALTHCARE (MKT) 1.9%
Value ($000) $21,276 Shares 78,780 Est. Cost $184.76 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 1.6%
Value ($000) $17,356 Shares 252,227 Est. Cost $68.03 Unrealized
SPY SPDR S&P 500 (MKT) 1.5%
Value ($000) $16,476 Shares 38,543 Est. Cost $284.81 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $14,504 Shares 45,936 Est. Cost $68.62 Unrealized +373.0%
GOVT ISHARES CORE U.S. TREASURY 1.3%
Value ($000) $14,348 Shares 650,993 Est. Cost $22.76 Unrealized
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $12,426 Shares 56,235 Est. Cost $212.73 Unrealized -0.7%
XBI SPDR S&P BIOTECH ETF (MKT) 1.1%
Value ($000) $11,867 Shares 162,511 Est. Cost $74.27 Unrealized
ENCORE WIRE CORP 1.1%
Value ($000) $11,804 Shares 64,696 Est. Cost $182.58 Unrealized
GLD SPDR GOLD SHARES (MKT) 0.9%
Value ($000) $9,360 Shares 54,595 Est. Cost $155.88 Unrealized
VUSB VANGUARD ULTRA-SHORT BD ETF 0.6%
Value ($000) $6,554 Shares 133,243 Est. Cost $49.16 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $3,790 Shares 67,706 Est. Cost $38.32 Unrealized +45.4%
SO SOUTHERN CO 0.3%
Value ($000) $3,451 Shares 53,318 Est. Cost $47.64 Unrealized +33.9%
NVDA NVIDIA CORP 0.3%
Value ($000) $3,430 Shares 7,886 Est. Cost $18.07 Unrealized +147.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,134 Shares 20,123 Est. Cost $93.89 Unrealized +63.3%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $2,780 Shares 7,937 Est. Cost $199.54 Unrealized +77.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $2,641 Shares 20,774 Est. Cost $121.38 Unrealized +10.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,587 Shares 21,999 Est. Cost $41.41 Unrealized +143.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,563 Shares 19,585 Est. Cost $106.95 Unrealized +20.0%
HD HOME DEPOT INC 0.2%
Value ($000) $2,551 Shares 8,442 Est. Cost $152.06 Unrealized +99.2%
PFE PFIZER INC 0.2%
Value ($000) $2,539 Shares 76,542 Est. Cost $20.58 Unrealized +48.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,446 Shares 14,505 Est. Cost $75.04 Unrealized +94.2%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $2,215 Shares 10,879 Est. Cost $105.08 Unrealized +96.2%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $2,117 Shares 4,930 Est. Cost $270.65 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $2,081 Shares 19,138 Est. Cost $84.86 Unrealized +29.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,975 Shares 13,542 Est. Cost $81.65 Unrealized +76.5%
V VISA INC 0.2%
Value ($000) $1,961 Shares 8,527 Est. Cost $138.23 Unrealized +70.9%
ABBV ABBVIE INC SR NT 0.2%
Value ($000) $1,957 Shares 13,132 Est. Cost $62.88 Unrealized +115.2%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $1,944 Shares 15,114 Est. Cost $94.58 Unrealized +38.9%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,854 Shares 3,452 Est. Cost $83.38 Unrealized +507.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,839 Shares 3,647 Est. Cost $201.04 Unrealized +133.7%
MRK MERCK & CO INC 0.2%
Value ($000) $1,797 Shares 17,457 Est. Cost $48.20 Unrealized +107.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,718 Shares 29,995 Est. Cost $60.06 Unrealized +7.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,649 Shares 30,672 Est. Cost $27.84 Unrealized +80.6%
ORCL ORACLE CORP 0.1%
Value ($000) $1,594 Shares 15,048 Est. Cost $41.82 Unrealized +169.7%
SYK STRYKER CORP 0.1%
Value ($000) $1,587 Shares 5,808 Est. Cost $101.91 Unrealized +174.8%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.1%
Value ($000) $1,450 Shares 5,814 Est. Cost $185.60 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,427 Shares 8,421 Est. Cost $79.81 Unrealized +109.4%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,404 Shares 9,064 Est. Cost $78.63 Unrealized +70.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,389 Shares 2,744 Est. Cost $322.46 Unrealized +64.0%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $1,337 Shares 6,534 Est. Cost $198.28 Unrealized +5.5%
DINO HF SINCLAIR CORPORATION 0.1%
Value ($000) $1,303 Shares 22,887 Est. Cost $38.97 Unrealized +26.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,245 Shares 5,989 Est. Cost $86.31 Unrealized +149.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,178 Shares 2,880 Est. Cost $156.85 Unrealized +164.6%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $1,167 Shares 640 Est. Cost $117.17 Unrealized +56.4%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.1%
Value ($000) $1,072 Shares 14,268 Est. Cost $81.58 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $1,066 Shares 20,430 Est. Cost $28.48 Unrealized +77.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,055 Shares 61,365 Est. Cost $11.59 Unrealized +46.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,048 Shares 3,979 Est. Cost $118.82 Unrealized +126.8%
DFAT U S TARGET VALUE ETF 0.1%
Value ($000) $1,040 Shares 22,759 Est. Cost $43.56 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $998 Shares 2,522 Est. Cost $212.66 Unrealized +86.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $978 Shares 6,464 Est. Cost $48.54 Unrealized +173.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $967 Shares 10,880 Est. Cost $44.52 Unrealized +91.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $932 Shares 3,258 Est. Cost $241.40 Unrealized +13.0%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $921 Shares 1,630 Est. Cost $268.27 Unrealized +98.4%
AVGO BROADCOM INC COM 0.1%
Value ($000) $919 Shares 1,106 Est. Cost $28.21 Unrealized +197.7%
INTC INTEL CORP 0.1%
Value ($000) $902 Shares 25,360 Est. Cost $32.99 Unrealized +3.7%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $824 Shares 4,079 Est. Cost $104.44 Unrealized +104.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $804 Shares 11,815 Est. Cost $34.62 Unrealized +91.4%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $798 Shares 9,038 Est. Cost $64.98 Unrealized +28.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $770 Shares 3,627 Est. Cost $154.31 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $755 Shares 4,089 Est. Cost $150.40 Unrealized +15.6%
LAM RESEARCH CORP 0.1%
Value ($000) $740 Shares 1,181 Est. Cost $131.87 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $731 Shares 9,023 Est. Cost $105.18 Unrealized -20.7%
MP MP MATERIALS CORP 0.1%
Value ($000) $727 Shares 38,038 Est. Cost $27.46 Unrealized -19.2%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $721 Shares 7,786 Est. Cost $62.37 Unrealized +38.2%
DFAC U S CORE EQUITY 2 0.1%
Value ($000) $703 Shares 26,845 Est. Cost $25.48 Unrealized
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $673 Shares 3,439 Est. Cost $95.25 Unrealized
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $647 Shares 9,450 Est. Cost $78.35 Unrealized
LIVENT CORPORATION 0.1%
Value ($000) $646 Shares 35,075 Est. Cost $18.41 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $615 Shares 3,076 Est. Cost $78.25 Unrealized +166.7%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $611 Shares 22,325 Est. Cost $25.21 Unrealized +10.3%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $608 Shares 2,528 Est. Cost $125.87 Unrealized +83.6%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $597 Shares 3,832 Est. Cost $98.31 Unrealized +54.2%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $596 Shares 8,807 Est. Cost $58.67 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $585 Shares 8,104 Est. Cost $97.01 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $583 Shares 3,911 Est. Cost $73.35 Unrealized +116.6%
TSLA TESLA INC 0.1%
Value ($000) $578 Shares 2,310 Est. Cost $220.60 Unrealized +16.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $567 Shares 1,583 Est. Cost $200.12 Unrealized
JOE ST JOE CO 0.1%
Value ($000) $562 Shares 10,335 Est. Cost $15.81 Unrealized +265.2%
DE DEERE & CO 0.1%
Value ($000) $559 Shares 1,482 Est. Cost $134.80 Unrealized +195.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $549 Shares 9,456 Est. Cost $46.80 Unrealized +16.1%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $534 Shares 4,627 Est. Cost $147.64 Unrealized -21.4%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $531 Shares 1 Est. Cost $201277.39 Unrealized +167.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $520 Shares 2,970 Est. Cost $68.23 Unrealized +159.4%
BLACKROCK INC 0.0%
Value ($000) $514 Shares 795 Est. Cost $543.60 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $513 Shares 2,876 Est. Cost $120.81 Unrealized +54.3%
CSX CSX CORP 0.0%
Value ($000) $511 Shares 16,607 Est. Cost $24.71 Unrealized +23.8%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $510 Shares 4,817 Est. Cost $110.74 Unrealized +28.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $508 Shares 5,249 Est. Cost $65.61 Unrealized +53.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $500 Shares 3,282 Est. Cost $77.62 Unrealized +101.0%
HUM HUMANA INC 0.0%
Value ($000) $480 Shares 986 Est. Cost $88.83 Unrealized +414.0%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $460 Shares 9,726 Est. Cost $35.54 Unrealized +47.5%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $456 Shares 2,000 Est. Cost $78.81 Unrealized +178.0%
RTX RTX CORPORATION 0.0%
Value ($000) $454 Shares 6,313 Est. Cost $58.12 Unrealized +39.8%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $451 Shares 2,168 Est. Cost $147.10 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $443 Shares 6,927 Est. Cost $42.57 Unrealized +51.7%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $442 Shares 866 Est. Cost $460.22 Unrealized +14.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $434 Shares 16,026 Est. Cost $13.25 Unrealized +90.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $429 Shares 10,208 Est. Cost $28.27 Unrealized +28.8%
DFUV DIMENSIONAL US MARKETWIDE 0.0%
Value ($000) $416 Shares 12,215 Est. Cost $32.52 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $415 Shares 2,109 Est. Cost $122.50 Unrealized +67.3%
INTU INTUIT 0.0%
Value ($000) $404 Shares 791 Est. Cost $229.69 Unrealized +117.2%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $404 Shares 1,753 Est. Cost $96.40 Unrealized +138.7%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $399 Shares 1,407 Est. Cost $124.55 Unrealized +120.7%
MMM 3M CO 0.0%
Value ($000) $398 Shares 4,249 Est. Cost $102.56 Unrealized -22.4%
NVS NOVARTIS AG 0.0%
Value ($000) $388 Shares 3,813 Est. Cost $84.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $378 Shares 1,974 Est. Cost $299.50 Unrealized -26.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $370 Shares 3,330 Est. Cost $124.90 Unrealized -11.9%
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $368 Shares 4,997 Est. Cost $85.65 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $359 Shares 1,390 Est. Cost $140.70 Unrealized +83.6%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $358 Shares 3,802 Est. Cost $81.21 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $356 Shares 3,904 Est. Cost $60.98 Unrealized +51.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $339 Shares 2,802 Est. Cost $78.72 Unrealized +49.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $337 Shares 1,235 Est. Cost $117.90 Unrealized +121.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $334 Shares 2,378 Est. Cost $95.76 Unrealized +37.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $323 Shares 4,306 Est. Cost $54.87 Unrealized +28.8%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $320 Shares 2,638 Est. Cost $57.38 Unrealized +129.4%
ETN EATON CORP PLC 0.0%
Value ($000) $309 Shares 1,449 Est. Cost $108.67 Unrealized +93.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $308 Shares 2,223 Est. Cost $78.76 Unrealized +78.3%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $304 Shares 8,053 Est. Cost $35.59 Unrealized +12.8%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $296 Shares 2,753 Est. Cost $78.90 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $290 Shares 4,387 Est. Cost $45.03 Unrealized +48.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $289 Shares 6,069 Est. Cost $44.56 Unrealized +3.5%
FISV FISERV INC 0.0%
Value ($000) $287 Shares 2,542 Est. Cost $117.48 Unrealized +4.8%
DFIV DIMENSIONAL INTERNATNAL VAL 0.0%
Value ($000) $280 Shares 8,574 Est. Cost $32.23 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $279 Shares 4,002 Est. Cost $63.86 Unrealized +1.1%
VUG VANGUARD GROWTH ETF (MKT) 0.0%
Value ($000) $260 Shares 955 Est. Cost $148.20 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $260 Shares 2,400 Est. Cost $72.47 Unrealized +50.8%
ZTS ZOETIS INC 0.0%
Value ($000) $253 Shares 1,457 Est. Cost $176.58 Unrealized +0.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $253 Shares 3,645 Est. Cost $62.67 Unrealized +28.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $252 Shares 1,427 Est. Cost $199.19 Unrealized
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $251 Shares 1,111 Est. Cost $203.30 Unrealized +13.3%
EAGG ISHARES ESG U.S AGRGT BOND 0.0%
Value ($000) $248 Shares 5,477 Est. Cost $55.18 Unrealized
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $241 Shares 2,081 Est. Cost $71.90 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $240 Shares 1,162 Est. Cost $141.49 Unrealized +48.5%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $227 Shares 1,430 Est. Cost $85.34 Unrealized +86.2%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $226 Shares 1,195 Est. Cost $137.90 Unrealized
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $224 Shares 2,591 Est. Cost $67.09 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $216 Shares 1,876 Est. Cost $43.04 Unrealized +160.7%
MS MORGAN STANLEY 0.0%
Value ($000) $212 Shares 2,593 Est. Cost $52.75 Unrealized +52.2%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $212 Shares 10,400 Est. Cost $23.06 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $210 Shares 3,259 Est. Cost $52.27 Unrealized
HPQ HP INC 0.0%
Value ($000) $207 Shares 8,061 Est. Cost $11.20 Unrealized +149.7%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $204 Shares 1,758 Est. Cost $84.52 Unrealized +45.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $201 Shares 6,216 Est. Cost $32.99 Unrealized -12.1%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $200 Shares 9,175 Est. Cost $20.88 Unrealized +0.2%
PRA PROASSURANCE CORP 0.0%
Value ($000) $199 Shares 10,561 Est. Cost $43.27 Unrealized -60.0%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $195 Shares 500 Est. Cost $279.65 Unrealized +25.3%
CB CHUBB LIMITED 0.0%
Value ($000) $194 Shares 934 Est. Cost $147.91 Unrealized +33.1%
BWA BORGWARNER INC 0.0%
Value ($000) $194 Shares 4,801 Est. Cost $29.25 Unrealized +40.1%
AMGN AMGEN INC 0.0%
Value ($000) $193 Shares 717 Est. Cost $198.14 Unrealized +17.0%
BP BP PLC 0.0%
Value ($000) $192 Shares 4,970 Est. Cost $33.95 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $190 Shares 2,084 Est. Cost $116.27 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $190 Shares 1,182 Est. Cost $164.27 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $190 Shares 8,432 Est. Cost $23.06 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $190 Shares 1,770 Est. Cost $39.51 Unrealized +146.6%
MGC VANGUARD MEGA CAP INDEX 0.0%
Value ($000) $189 Shares 1,247 Est. Cost $92.67 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $188 Shares 4,244 Est. Cost $41.38 Unrealized +0.3%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $185 Shares 1,919 Est. Cost $42.81 Unrealized +113.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $184 Shares 4,945 Est. Cost $19.45 Unrealized +100.5%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $183 Shares 1,931 Est. Cost $64.83 Unrealized +30.0%
ACN ACCENTURE PLC 0.0%
Value ($000) $183 Shares 596 Est. Cost $239.36 Unrealized +27.2%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $182 Shares 544 Est. Cost $251.28 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $180 Shares 1,265 Est. Cost $71.10 Unrealized +102.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $174 Shares 1,454 Est. Cost $60.87 Unrealized +77.2%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $174 Shares 2,210 Est. Cost $76.01 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $169 Shares 659 Est. Cost $204.43 Unrealized +30.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $168 Shares 1,638 Est. Cost $115.34 Unrealized -5.9%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $167 Shares 747 Est. Cost $137.21 Unrealized
MTG MGIC INVESTMENT CORP WI 0.0%
Value ($000) $167 Shares 10,000 Est. Cost $10.89 Unrealized +56.1%
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $166 Shares 3,355 Est. Cost $50.41 Unrealized
NKE NIKE INC 0.0%
Value ($000) $164 Shares 1,720 Est. Cost $75.50 Unrealized +30.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $163 Shares 3,084 Est. Cost $38.18 Unrealized +37.4%
DFAS U S SM CAP ETF 0.0%
Value ($000) $161 Shares 3,071 Est. Cost $47.87 Unrealized
T AT&T INC 0.0%
Value ($000) $158 Shares 10,537 Est. Cost $15.54 Unrealized -16.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $158 Shares 1,093 Est. Cost $81.12 Unrealized +78.1%
TGT TARGET CORP 0.0%
Value ($000) $158 Shares 1,427 Est. Cost $120.77 Unrealized -3.6%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $155 Shares 951 Est. Cost $99.91 Unrealized +59.9%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $155 Shares 996 Est. Cost $94.61 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $153 Shares 1,698 Est. Cost $75.12 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $153 Shares 18,956 Est. Cost $7.68 Unrealized
VTV VANGUARD VALUE INDEX 0.0%
Value ($000) $152 Shares 1,105 Est. Cost $96.03 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $152 Shares 1,981 Est. Cost $35.01 Unrealized +101.5%
HRMY HARMONY BIOSCIENCES HLDGS INC 0.0%
Value ($000) $150 Shares 4,568 Est. Cost $34.72 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $149 Shares 1,041 Est. Cost $50.74 Unrealized +190.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $142 Shares 1,882 Est. Cost $80.10 Unrealized
UCB UNITED COMMUNITY BANKS INC 0.0%
Value ($000) $141 Shares 5,544 Est. Cost $24.82 Unrealized +9.2%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $138 Shares 7,931 Est. Cost $7.95 Unrealized +102.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $138 Shares 3,224 Est. Cost $43.80 Unrealized -4.5%
FV FIRST TRUST DORSEY 0.0%
Value ($000) $133 Shares 3,000 Est. Cost $46.91 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $130 Shares 5,119 Est. Cost $34.41 Unrealized -18.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $128 Shares 1,848 Est. Cost $55.51 Unrealized +21.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $128 Shares 1,142 Est. Cost $114.23 Unrealized +3.1%
HIBBETT SPORTS INC 0.0%
Value ($000) $123 Shares 2,596 Est. Cost $50.86 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $123 Shares 279 Est. Cost $317.56 Unrealized +32.8%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $121 Shares 2,000 Est. Cost $56.73 Unrealized +1.7%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $119 Shares 840 Est. Cost $108.33 Unrealized
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $118 Shares 6,067 Est. Cost $21.32 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $115 Shares 588 Est. Cost $115.74 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $114 Shares 432 Est. Cost $158.62 Unrealized +55.6%
CDC VICTORYSHARES US EQ INCOME 0.0%
Value ($000) $111 Shares 1,990 Est. Cost $45.50 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $111 Shares 1,555 Est. Cost $63.18 Unrealized +12.2%
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $110 Shares 1,635 Est. Cost $77.06 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $110 Shares 367 Est. Cost $243.55 Unrealized +22.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $110 Shares 1,288 Est. Cost $57.15 Unrealized +46.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $110 Shares 3,308 Est. Cost $23.54 Unrealized +29.1%
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $108 Shares 1,563 Est. Cost $70.57 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $107 Shares 3,956 Est. Cost $40.83 Unrealized -24.4%
NUE NUCOR CORP 0.0%
Value ($000) $106 Shares 680 Est. Cost $56.52 Unrealized +182.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $106 Shares 1,355 Est. Cost $87.11 Unrealized -10.7%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $105 Shares 1,454 Est. Cost $48.38 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $103 Shares 1,390 Est. Cost $77.51 Unrealized +0.7%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $102 Shares 2,672 Est. Cost $35.69 Unrealized +1.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $101 Shares 1,828 Est. Cost $29.57 Unrealized +80.8%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $100 Shares 1,150 Est. Cost $57.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $98 Shares 565 Est. Cost $183.07 Unrealized -4.4%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $97 Shares 1,993 Est. Cost $37.51 Unrealized +27.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $96 Shares 1,649 Est. Cost $39.97 Unrealized +36.1%
PSX PHILLIPS 66 0.0%
Value ($000) $96 Shares 797 Est. Cost $73.23 Unrealized +41.1%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $95 Shares 200 Est. Cost $75.00 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $95 Shares 10,000 Est. Cost $8.20 Unrealized +47.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $94 Shares 3,271 Est. Cost $38.94 Unrealized -30.3%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $91 Shares 670 Est. Cost $96.53 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $88 Shares 884 Est. Cost $66.60 Unrealized +48.3%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $88 Shares 3,200 Est. Cost $26.35 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $87 Shares 2,138 Est. Cost $35.52 Unrealized +14.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $87 Shares 446 Est. Cost $117.53 Unrealized +67.5%
YUM YUM! BRANDS INC 0.0%
Value ($000) $86 Shares 691 Est. Cost $67.27 Unrealized +86.7%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $86 Shares 2,856 Est. Cost $37.78 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $83 Shares 880 Est. Cost $61.43 Unrealized +31.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $83 Shares 211 Est. Cost $402.68 Unrealized
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $82 Shares 1,211 Est. Cost $52.85 Unrealized
MET METLIFE INC 0.0%
Value ($000) $80 Shares 1,278 Est. Cost $47.13 Unrealized +23.1%
CMS CMS ENERGY CORP 0.0%
Value ($000) $79 Shares 1,495 Est. Cost $19.64 Unrealized +173.6%
DFUS U S EQUITY ETF 0.0%
Value ($000) $79 Shares 1,705 Est. Cost $40.47 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $79 Shares 1,355 Est. Cost $117.70 Unrealized -44.8%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $79 Shares 640 Est. Cost $95.09 Unrealized +21.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $71.35 Unrealized +10.3%
RH RH COM 0.0%
Value ($000) $78 Shares 295 Est. Cost $30.92 Unrealized +1024.4%
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $78 Shares 1,568 Est. Cost $47.19 Unrealized
WESTROCK CO 0.0%
Value ($000) $76 Shares 2,120 Est. Cost $39.01 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $75 Shares 1,034 Est. Cost $86.63 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $75 Shares 230 Est. Cost $285.70 Unrealized +13.9%
FTLS FIRST TRUST 0.0%
Value ($000) $74 Shares 1,400 Est. Cost $52.79 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $73 Shares 296 Est. Cost $195.38 Unrealized +12.7%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $73 Shares 526 Est. Cost $99.59 Unrealized +20.8%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $73 Shares 698 Est. Cost $73.49 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $73 Shares 8,852 Est. Cost $20.13 Unrealized -57.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $72 Shares 365 Est. Cost $137.75 Unrealized +57.6%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $71 Shares 1,107 Est. Cost $67.27 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $71 Shares 2,150 Est. Cost $33.18 Unrealized -2.0%
CLX CLOROX CO 0.0%
Value ($000) $70 Shares 537 Est. Cost $96.91 Unrealized +44.4%
C CITIGROUP INC 0.0%
Value ($000) $70 Shares 1,699 Est. Cost $47.30 Unrealized -14.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $70 Shares 244 Est. Cost $247.95 Unrealized +19.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $69 Shares 618 Est. Cost $106.33 Unrealized -2.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $66 Shares 260 Est. Cost $221.61 Unrealized +18.3%
PPL PPL CORP 0.0%
Value ($000) $66 Shares 2,810 Est. Cost $23.26 Unrealized +2.3%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $66 Shares 887 Est. Cost $25.98 Unrealized +15.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $66 Shares 1,200 Est. Cost $38.89 Unrealized +50.3%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $65 Shares 705 Est. Cost $25.69 Unrealized +74.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $65 Shares 809 Est. Cost $41.87 Unrealized +90.5%
PTLC PACER TRENDPOLOT US LG 0.0%
Value ($000) $62 Shares 1,560 Est. Cost $41.30 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $62 Shares 4,416 Est. Cost $7.20 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $61 Shares 1,375 Est. Cost $58.01 Unrealized -24.1%
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $61 Shares 2,004 Est. Cost $44.71 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $58 Shares 2,079 Est. Cost $42.31 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $58 Shares 1,053 Est. Cost $14.22 Unrealized +88.6%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $65.00 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $57 Shares 152 Est. Cost $322.30 Unrealized +14.5%
FVD FIRST TRUST VALUE 0.0%
Value ($000) $56 Shares 1,500 Est. Cost $40.09 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $56 Shares 400 Est. Cost $77.31 Unrealized +81.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $55 Shares 233 Est. Cost $89.98 Unrealized +31.5%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $54 Shares 539 Est. Cost $122.09 Unrealized
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $54 Shares 612 Est. Cost $88.30 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $53 Shares 357 Est. Cost $167.22 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $52 Shares 474 Est. Cost $47.56 Unrealized +86.4%
GLW CORNING INC 0.0%
Value ($000) $52 Shares 1,705 Est. Cost $33.60 Unrealized -8.6%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $51 Shares 200 Est. Cost $177.80 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $51 Shares 157 Est. Cost $231.35 Unrealized +36.3%
ECL ECOLAB INC 0.0%
Value ($000) $50 Shares 294 Est. Cost $159.14 Unrealized +11.4%
SHM SPDR NUVEEN BARCLAYS SHORT 0.0%
Value ($000) $50 Shares 1,076 Est. Cost $49.62 Unrealized
AX AXOS FINL INC 0.0%
Value ($000) $49 Shares 1,305 Est. Cost $34.92 Unrealized +21.1%
TMUS T MOBILE US INC COM 0.0%
Value ($000) $49 Shares 350 Est. Cost $120.57 Unrealized +11.0%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $48 Shares 110 Est. Cost $370.12 Unrealized +18.0%
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $48 Shares 960 Est. Cost $91.86 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $47 Shares 722 Est. Cost $18.83 Unrealized +220.1%
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $47 Shares 199 Est. Cost $175.00 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value ($000) $46 Shares 451 Est. Cost $102.54 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $46 Shares 612 Est. Cost $95.18 Unrealized -11.4%
BLACKROCK MUNI INC QUAL TR 0.0%
Value ($000) $46 Shares 4,655 Est. Cost $13.75 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $46 Shares 1,500 Est. Cost $28.67 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $45 Shares 250 Est. Cost $113.79 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $45 Shares 1,208 Est. Cost $33.00 Unrealized +28.2%
VTRS VIATRIS INC 0.0%
Value ($000) $45 Shares 4,522 Est. Cost $13.33 Unrealized -30.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $44 Shares 1,269 Est. Cost $34.46 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $44 Shares 829 Est. Cost $34.39 Unrealized +72.1%
CTVA CORTEVA INC 0.0%
Value ($000) $44 Shares 858 Est. Cost $27.15 Unrealized +89.8%
OKE ONEOK INC 0.0%
Value ($000) $44 Shares 691 Est. Cost $39.31 Unrealized +47.5%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $43 Shares 750 Est. Cost $34.12 Unrealized +84.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $43 Shares 211 Est. Cost $109.41 Unrealized +78.9%
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $42 Shares 850 Est. Cost $39.41 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $42 Shares 253 Est. Cost $71.33 Unrealized +126.2%
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $42 Shares 208 Est. Cost $212.54 Unrealized
ALC ALCON INC 0.0%
Value ($000) $41 Shares 538 Est. Cost $63.02 Unrealized +29.6%
MKL MARKEL GROUP INC. 0.0%
Value ($000) $41 Shares 28 Est. Cost $1005.01 Unrealized +45.7%
VFC V F CORP 0.0%
Value ($000) $41 Shares 2,327 Est. Cost $55.49 Unrealized -65.7%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $40 Shares 105 Est. Cost $260.07 Unrealized +43.0%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $40 Shares 397 Est. Cost $102.05 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $40 Shares 250 Est. Cost $256.54 Unrealized -36.3%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $39 Shares 521 Est. Cost $66.75 Unrealized +11.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $39 Shares 155 Est. Cost $205.18 Unrealized +21.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $39 Shares 2,329 Est. Cost $12.42 Unrealized +22.8%
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $39 Shares 900 Est. Cost $52.22 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $38 Shares 214 Est. Cost $151.36 Unrealized +12.5%
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $38 Shares 263 Est. Cost $91.25 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $37 Shares 720 Est. Cost $36.73 Unrealized +26.1%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $37 Shares 459 Est. Cost $59.83 Unrealized +37.4%
EBAY EBAY INC 0.0%
Value ($000) $37 Shares 833 Est. Cost $54.03 Unrealized -21.0%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $37 Shares 748 Est. Cost $46.41 Unrealized +8.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $36 Shares 408 Est. Cost $106.20 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $35 Shares 306 Est. Cost $75.16 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $35 Shares 283 Est. Cost $139.21 Unrealized -4.6%
PBE INVESCO DYNAMIC BIOTECH & 0.0%
Value ($000) $35 Shares 611 Est. Cost $57.28 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $35 Shares 309 Est. Cost $104.60 Unrealized +18.7%
MARATHON OIL CORP 0.0%
Value ($000) $34 Shares 1,283 Est. Cost $28.67 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $34 Shares 236 Est. Cost $177.99 Unrealized -10.7%
HAS HASBRO INC 0.0%
Value ($000) $34 Shares 511 Est. Cost $68.79 Unrealized -13.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $34 Shares 577 Est. Cost $45.20 Unrealized +31.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $33 Shares 86 Est. Cost $348.94 Unrealized +12.2%
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $33 Shares 854 Est. Cost $39.21 Unrealized
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $33 Shares 375 Est. Cost $105.11 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $33 Shares 400 Est. Cost $71.25 Unrealized
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value ($000) $32 Shares 1,020 Est. Cost $57.27 Unrealized
UNILEVER PLC 0.0%
Value ($000) $31 Shares 630 Est. Cost $55.10 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $31 Shares 82 Est. Cost $23.33 Unrealized +81.7%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $31 Shares 225 Est. Cost $100.68 Unrealized +4.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $30 Shares 400 Est. Cost $37.61 Unrealized +98.3%
CRM SALESFORCE 0.0%
Value ($000) $30 Shares 146 Est. Cost $195.14 Unrealized +9.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $29 Shares 179 Est. Cost $49.31 Unrealized +278.4%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $29 Shares 761 Est. Cost $48.20 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $28 Shares 6,868 Est. Cost $3.65 Unrealized +23.0%
KELLOGG CO 0.0%
Value ($000) $28 Shares 473 Est. Cost $53.51 Unrealized +2.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $28 Shares 77 Est. Cost $386.18 Unrealized -0.1%
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) $28 Shares 500 Est. Cost $44.00 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $27 Shares 285 Est. Cost $75.93 Unrealized
PHIN PHINIA INC 0.0%
Value ($000) $27 Shares 996 Est. Cost $26.06 Unrealized 0.0%
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $20.40 Unrealized
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $26 Shares 438 Est. Cost $54.00 Unrealized +15.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $26 Shares 400 Est. Cost $71.80 Unrealized -16.1%
EZU ISHARES MSCI EMU INDEX (MKT) 0.0%
Value ($000) $26 Shares 620 Est. Cost $42.24 Unrealized
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $26 Shares 168 Est. Cost $132.64 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $25 Shares 378 Est. Cost $65.80 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $25 Shares 338 Est. Cost $71.29 Unrealized +6.4%
HESS CORP 0.0%
Value ($000) $25 Shares 161 Est. Cost $73.74 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $24 Shares 300 Est. Cost $85.36 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $24 Shares 420 Est. Cost $73.81 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $23 Shares 437 Est. Cost $46.57 Unrealized +1.9%
TER TERADYNE INC 0.0%
Value ($000) $23 Shares 228 Est. Cost $22.54 Unrealized +363.2%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $23 Shares 400 Est. Cost $55.00 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $23 Shares 412 Est. Cost $53.15 Unrealized +35.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 1,400 Est. Cost $9.50 Unrealized +67.7%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $22 Shares 215 Est. Cost $119.19 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $21 Shares 193 Est. Cost $87.51 Unrealized +27.0%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $21 Shares 299 Est. Cost $64.08 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $21 Shares 559 Est. Cost $32.33 Unrealized +15.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $110.15 Unrealized +151.8%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $19 Shares 1,062 Est. Cost $18.29 Unrealized +3.4%
CMA COMERICA INC 0.0%
Value ($000) $19 Shares 461 Est. Cost $67.21 Unrealized -37.6%
RBA RB GLOBAL INC 0.0%
Value ($000) $19 Shares 304 Est. Cost $56.38 Unrealized +9.3%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $18 Shares 200 Est. Cost $77.05 Unrealized +27.8%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $18 Shares 125 Est. Cost $34.00 Unrealized +259.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $18 Shares 1,700 Est. Cost $9.47 Unrealized +6.5%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $17 Shares 240 Est. Cost $32.38 Unrealized +114.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 35 Est. Cost $336.67 Unrealized +43.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $17 Shares 30 Est. Cost $96.14 Unrealized +18.7%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $17 Shares 746 Est. Cost $26.46 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $16 Shares 3,000 Est. Cost $17.95 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $16 Shares 85 Est. Cost $93.67 Unrealized +97.1%
WAB WABTEC 0.0%
Value ($000) $16 Shares 152 Est. Cost $77.08 Unrealized +42.7%
NDAQ NASDAQ INC 0.0%
Value ($000) $16 Shares 330 Est. Cost $52.43 Unrealized -6.6%
ROKU ROKU INC 0.0%
Value ($000) $16 Shares 225 Est. Cost $376.83 Unrealized -79.5%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $16 Shares 19 Est. Cost $766.75 Unrealized +1.9%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $16 Shares 168 Est. Cost $57.43 Unrealized +68.2%
BBY BEST BUY INC 0.0%
Value ($000) $15 Shares 223 Est. Cost $75.94 Unrealized -9.6%
PLUG PLUG POWER INC 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $14.65 Unrealized -33.3%
TSN TYSON FOODS INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.87 Unrealized +19.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $81.49 Unrealized
VMWARE INC 0.0%
Value ($000) $15 Shares 89 Est. Cost $111.11 Unrealized
VLUE ISHARES EDGE MSCI USA VALUE 0.0%
Value ($000) $15 Shares 161 Est. Cost $90.72 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $14 Shares 303 Est. Cost $48.53 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $14 Shares 45 Est. Cost $151.00 Unrealized +121.1%
RMD RESMED INC 0.0%
Value ($000) $14 Shares 96 Est. Cost $252.36 Unrealized -30.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $14 Shares 680 Est. Cost $57.97 Unrealized -60.4%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $14 Shares 633 Est. Cost $58.90 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 203 Est. Cost $25.29 Unrealized +126.2%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $13 Shares 303 Est. Cost $32.45 Unrealized +34.9%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $13 Shares 280 Est. Cost $44.97 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $13 Shares 109 Est. Cost $124.94 Unrealized -0.5%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $13 Shares 601 Est. Cost $20.33 Unrealized +6.4%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $140.70 Unrealized -5.5%
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $42.56 Unrealized +41.3%
BUZZ VANECK VECTORS SOCIAL 0.0%
Value ($000) $13 Shares 824 Est. Cost $24.27 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $13 Shares 413 Est. Cost $39.44 Unrealized -19.8%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $12 Shares 76 Est. Cost $192.83 Unrealized -13.1%
BN BROOKFIELD CORP 0.0%
Value ($000) $12 Shares 394 Est. Cost $21.90 Unrealized +1.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $12 Shares 368 Est. Cost $44.50 Unrealized -31.5%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 116 Est. Cost $85.66 Unrealized +16.2%
TE CONNECTIVITY LTD 0.0%
Value ($000) $12 Shares 100 Est. Cost $114.62 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $12 Shares 179 Est. Cost $114.30 Unrealized -33.4%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $12 Shares 360 Est. Cost $24.90 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $12 Shares 27 Est. Cost $514.77 Unrealized -19.2%
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $49.85 Unrealized -51.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $11 Shares 217 Est. Cost $50.14 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $11 Shares 56 Est. Cost $297.04 Unrealized -28.4%
AOA ISHARES CORE AGGRESSIVE 0.0%
Value ($000) $11 Shares 176 Est. Cost $45.58 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $11 Shares 500 Est. Cost $35.37 Unrealized -39.6%
RHI ROBERT HALF INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $71.24 Unrealized +6.5%
AMLP ALERIAN MLP 0.0%
Value ($000) $11 Shares 260 Est. Cost $23.08 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $11 Shares 100 Est. Cost $81.35 Unrealized +24.7%
PLD PROLOGIS INC 0.0%
Value ($000) $11 Shares 97 Est. Cost $113.01 Unrealized 0.0%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $26.95 Unrealized +90.1%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $11 Shares 110 Est. Cost $96.72 Unrealized +1.4%
FOOT LOCKER INC 0.0%
Value ($000) $11 Shares 618 Est. Cost $43.69 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $11 Shares 800 Est. Cost $18.11 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 153 Est. Cost $71.08 Unrealized +2.0%
MSCI MSCI INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $473.00 Unrealized +8.0%
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $10 Shares 414 Est. Cost $29.53 Unrealized -23.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $10 Shares 134 Est. Cost $76.37 Unrealized +2.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $10 Shares 83 Est. Cost $59.42 Unrealized +114.1%
FLEX FLEX LTD 0.0%
Value ($000) $10 Shares 372 Est. Cost $17.83 Unrealized +13.7%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 11 Est. Cost $62.73 Unrealized 0.0%
NVO NOVO NORDISK A S 0.0%
Value ($000) $10 Shares 108 Est. Cost $113.14 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.75 Unrealized +13.8%
EPAM EPAM SYS INC 0.0%
Value ($000) $10 Shares 38 Est. Cost $523.06 Unrealized -52.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $10 Shares 88 Est. Cost $109.68 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $10 Shares 22 Est. Cost $379.54 Unrealized +9.8%
IVZ INVESCO LTD 0.0%
Value ($000) $9 Shares 648 Est. Cost $19.82 Unrealized -27.6%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.23 Unrealized -4.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $9 Shares 338 Est. Cost $24.04 Unrealized +12.7%
MAS MASCO CORP 0.0%
Value ($000) $9 Shares 166 Est. Cost $49.92 Unrealized +10.8%
IR INGERSOLL RAND INC 0.0%
Value ($000) $9 Shares 139 Est. Cost $32.71 Unrealized +102.9%
APH AMPHENOL CORP 0.0%
Value ($000) $9 Shares 102 Est. Cost $36.78 Unrealized +14.6%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $8 Shares 92 Est. Cost $107.00 Unrealized
WDS WOODSIDE PETE LTD 0.0%
Value ($000) $8 Shares 361 Est. Cost $22.16 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $8 Shares 39 Est. Cost $157.48 Unrealized +47.2%
RWR SPDR DOW JONES REIT ETF (MKT) 0.0%
Value ($000) $8 Shares 100 Est. Cost $92.17 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $8 Shares 303 Est. Cost $22.79 Unrealized +19.6%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $8 Shares 199 Est. Cost $46.94 Unrealized -14.5%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $8 Shares 143 Est. Cost $57.12 Unrealized -0.7%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $8 Shares 228 Est. Cost $22.26 Unrealized +62.6%
AGNC AGNC INVT CORP 0.0%
Value ($000) $8 Shares 846 Est. Cost $20.09 Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $8 Shares 1,120 Est. Cost $10.33 Unrealized -30.4%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $8 Shares 78 Est. Cost $98.15 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $8 Shares 80 Est. Cost $99.69 Unrealized +3.4%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $8 Shares 364 Est. Cost $21.35 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $7 Shares 308 Est. Cost $31.23 Unrealized -25.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $336.62 Unrealized +13.5%
VRSN VERISIGN INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $114.83 Unrealized +79.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $7 Shares 216 Est. Cost $34.64 Unrealized 0.0%
ASML ASML HOLDING NV 0.0%
Value ($000) $7 Shares 12 Est. Cost $546.42 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $7 Shares 105 Est. Cost $92.59 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $7 Shares 245 Est. Cost $29.59 Unrealized 0.0%
PROSHARES ULTSHRT QQQ 0.0%
Value ($000) $7 Shares 500 Est. Cost $18.00 Unrealized
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $7 Shares 2,573 Est. Cost $6.08 Unrealized -53.1%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $7 Shares 42 Est. Cost $116.48 Unrealized +40.2%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 65 Est. Cost $90.48 Unrealized +22.7%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $7 Shares 142 Est. Cost $25.62 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $7 Shares 152 Est. Cost $3.02 Unrealized
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $6 Shares 300 Est. Cost $29.28 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $150.05 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR SHT 0.0%
Value ($000) $6 Shares 131 Est. Cost $48.02 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $6 Shares 106 Est. Cost $70.04 Unrealized
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $6 Shares 24 Est. Cost $13.54 Unrealized +1338.0%
TECH BIO TECHNE CORP 0.0%
Value ($000) $6 Shares 88 Est. Cost $78.25 Unrealized -0.2%
RACE FERRARI N V 0.0%
Value ($000) $6 Shares 20 Est. Cost $206.10 Unrealized +50.6%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $6 Shares 205 Est. Cost $31.37 Unrealized -3.5%
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 3,052 Est. Cost $4.88 Unrealized -65.7%
STWD STARWOOD 0.0%
Value ($000) $6 Shares 298 Est. Cost $17.69 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $53.51 Unrealized +40.9%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 52 Est. Cost $96.29 Unrealized +7.2%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $6 Shares 64 Est. Cost $236.87 Unrealized
IT GARTNER INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $322.72 Unrealized +8.1%
VCIT VANGUARD INTERM-TM CORP BD IDX 0.0%
Value ($000) $5 Shares 67 Est. Cost $75.99 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.0%
Value ($000) $5 Shares 117 Est. Cost $45.84 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 17 Est. Cost $243.83 Unrealized +28.1%
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $15.38 Unrealized +32.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 321 Est. Cost $11.64 Unrealized +27.4%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $5 Shares 381 Est. Cost $14.10 Unrealized -22.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized -4.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 435 Est. Cost $15.13 Unrealized -17.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $5 Shares 132 Est. Cost $38.35 Unrealized -20.0%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $5 Shares 18 Est. Cost $316.26 Unrealized -5.4%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $5 Shares 2,507 Est. Cost $5.19 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $68.00 Unrealized -2.7%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $5 Shares 82 Est. Cost $65.44 Unrealized -16.9%
ICLR ICON PLC ADR 0.0%
Value ($000) $4 Shares 18 Est. Cost $208.70 Unrealized +20.8%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $4 Shares 58 Est. Cost $56.17 Unrealized +27.8%
BTG B2GOLD CORP 0.0%
Value ($000) $4 Shares 1,464 Est. Cost $2.73 Unrealized +8.5%
FBK FB FINL CORP 0.0%
Value ($000) $4 Shares 149 Est. Cost $41.92 Unrealized -29.0%
CEDAR FAIR L P 0.0%
Value ($000) $4 Shares 113 Est. Cost $44.25 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $4 Shares 3,846 Est. Cost $2.14 Unrealized -42.5%
APA APA CORPORATION 0.0%
Value ($000) $4 Shares 100 Est. Cost $16.01 Unrealized +134.4%
JD JD COM INC SPON ADR 0.0%
Value ($000) $4 Shares 140 Est. Cost $78.57 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $4 Shares 268 Est. Cost $25.42 Unrealized -33.4%
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 218 Est. Cost $29.51 Unrealized -37.2%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $4 Shares 169 Est. Cost $23.02 Unrealized -8.4%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.43 Unrealized -20.8%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $97.21 Unrealized -34.6%
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $325.41 Unrealized +18.6%
STE STERIS PLC SHS USD 0.0%
Value ($000) $4 Shares 16 Est. Cost $190.19 Unrealized +16.4%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $102.27 Unrealized +35.2%
MTD METTLER TOLEDO INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $1338.52 Unrealized -8.5%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.47 Unrealized +9.7%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $3 Shares 131 Est. Cost $22.74 Unrealized 0.0%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.40 Unrealized -11.5%
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $3 Shares 215 Est. Cost $17.10 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.69 Unrealized
VISTA OUTDOOR INC COM 0.0%
Value ($000) $3 Shares 92 Est. Cost $21.74 Unrealized
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $126.94 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.80 Unrealized
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.14 Unrealized
ACWV ISHARES MSCI ALL COUNTRY WORLD 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.43 Unrealized
NORDSTROM INC 0.0%
Value ($000) $3 Shares 190 Est. Cost $50.56 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $3 Shares 59 Est. Cost $47.83 Unrealized
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $50.26 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $159.19 Unrealized +19.3%
GEN GEN DIGITAL INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $15.63 Unrealized +19.1%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $57.38 Unrealized -27.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $23.86 Unrealized +131.2%
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $2 Shares 22 Est. Cost $103.73 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $216.70 Unrealized -71.4%
BIL SPDR BLOOMBERG BARCLAY 1-3 0.0%
Value ($000) $2 Shares 24 Est. Cost $91.83 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $2 Shares 443 Est. Cost $33.86 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.46 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $196.03 Unrealized -2.4%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $81.27 Unrealized +107.4%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
MSM MSC INDUSTRIAL DIRECT INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $88.88 Unrealized +11.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.19 Unrealized -12.8%
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.79 Unrealized -31.1%
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $49.35 Unrealized -65.6%
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 124 Est. Cost $25.86 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.67 Unrealized -9.9%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $1 Shares 19 Est. Cost $75.08 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.71 Unrealized -2.0%
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $202.71 Unrealized
HL HECLA MINING CO. 0.0%
Value ($000) $1 Shares 310 Est. Cost $2.94 Unrealized +61.1%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $1 Shares 110 Est. Cost $10.74 Unrealized
SG SWEETGREEN INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.10 Unrealized -34.0%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $34.97 Unrealized +14.0%
PCY INVESCO EMRNG MKT SVRG DEBT 0.0%
Value ($000) $1 Shares 62 Est. Cost $18.27 Unrealized
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.66 Unrealized +36.1%
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.45 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
PGX INVESCO PFD ETF 0.0%
Value ($000) $1 Shares 89 Est. Cost $10.96 Unrealized
ANGL VANECK VECTORS FALLEN 0.0%
Value ($000) $1 Shares 35 Est. Cost $27.06 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $1 Shares 27 Est. Cost $25.61 Unrealized +31.6%
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $1 Shares 255 Est. Cost $13.14 Unrealized -71.8%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 300 Est. Cost $14.77 Unrealized -66.0%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.34 Unrealized
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
EMXC ISHARES MSCI EMG MKTS EX 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.27 Unrealized
NIKOLA CORP 0.0%
Value ($000) $1 Shares 387 Est. Cost $20.67 Unrealized
CDE COEUR MINING INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $7.84 Unrealized -66.8%
NGD NEW GOLD INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.36 Unrealized -68.3%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.66 Unrealized +107.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.90 Unrealized +4.8%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.77 Unrealized +13.8%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 23 Est. Cost $116.34 Unrealized -79.9%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.15 Unrealized -25.3%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $22.31 Unrealized -79.7%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $0 Shares 8 Est. Cost $27.10 Unrealized +14.8%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.91 Unrealized -86.3%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +29.2%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.03 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -10.0%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.52 Unrealized +141.0%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.17 Unrealized -20.1%
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 +160.2%
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 54 Est. Cost $0.46 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized