Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $1,730,563 (100.0% shares, 0.0% debt)

Holdings (843)

IWF ISHARES RUSSELL 1000 GROWTH 9.7%
Value ($000) $167,261 Shares 357,083 Est. Cost $150.79 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 9.5%
Value ($000) $164,752 Shares 809,233 Est. Cost $139.57 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 8.2%
Value ($000) $142,290 Shares 1,913,268 Est. Cost $73.56 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 7.6%
Value ($000) $132,151 Shares 2,205,460 Est. Cost $47.41 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 6.5%
Value ($000) $111,655 Shares 1,156,445 Est. Cost $69.55 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 4.4%
Value ($000) $76,146 Shares 689,166 Est. Cost $110.46 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 3.7%
Value ($000) $63,841 Shares 798,712 Est. Cost $77.81 Unrealized
JPM JP MORGAN CHASE & CO 3.6%
Value ($000) $62,919 Shares 199,471 Est. Cost $81.58 Unrealized +262.8%
GLD SPDR GOLD SHARES (MKT) 2.9%
Value ($000) $50,237 Shares 141,327 Est. Cost $196.51 Unrealized
GOOG ALPHABET INC SR 2.5%
Value ($000) $44,062 Shares 180,914 Est. Cost $109.92 Unrealized +91.0%
WMT WALMART INC 2.4%
Value ($000) $41,120 Shares 398,995 Est. Cost $52.45 Unrealized +89.2%
VGIT VANGUARD INTER-TRM TREAS INDEX 2.3%
Value ($000) $39,995 Shares 666,246 Est. Cost $59.33 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $39,562 Shares 155,370 Est. Cost $91.60 Unrealized +146.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME 2.2%
Value ($000) $38,141 Shares 667,969 Est. Cost $55.55 Unrealized
OEF ISHARES S&P 100 (MKT) 2.0%
Value ($000) $34,614 Shares 103,995 Est. Cost $114.29 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.7%
Value ($000) $30,023 Shares 252,656 Est. Cost $105.07 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.7%
Value ($000) $29,642 Shares 105,164 Est. Cost $62.38 Unrealized
VOO VANGUARD S&P 500 ETF 1.6%
Value ($000) $28,106 Shares 45,897 Est. Cost $567.44 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 1.6%
Value ($000) $27,449 Shares 226,386 Est. Cost $163.84 Unrealized -19.0%
XLE ENERGY SELECT SECTOR SPDR FUND 1.5%
Value ($000) $26,626 Shares 298,025 Est. Cost $84.95 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $24,104 Shares 46,537 Est. Cost $108.36 Unrealized +369.5%
IYH ISHARES US HEALTHCARE (MKT) 1.4%
Value ($000) $23,509 Shares 400,365 Est. Cost $84.88 Unrealized
SPY SPDR S&P 500 (MKT) 1.2%
Value ($000) $20,446 Shares 30,692 Est. Cost $291.94 Unrealized
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $19,571 Shares 57,394 Est. Cost $215.83 Unrealized +45.4%
VBIAX VANGUARD BALANCED INDEX FUND ADMIRAL CLASS 1.1%
Value ($000) $19,010 Shares 362,443 Est. Cost $52.45 Unrealized
CMA COMERICA INC 1.0%
Value ($000) $17,785 Shares 259,559 Est. Cost $42.28 Unrealized +56.7%
NVDA NVIDIA CORP 0.8%
Value ($000) $14,655 Shares 78,546 Est. Cost $94.43 Unrealized +84.6%
GOOGL ALPHABET INC SR 0.4%
Value ($000) $6,634 Shares 27,289 Est. Cost $123.65 Unrealized +69.2%
OAKC OAKWORTH CAP INC 0.4%
Value ($000) $6,502 Shares 200,885 Est. Cost $32.06 Unrealized 0.0%
AMZN AMAZON COM INC 0.3%
Value ($000) $5,834 Shares 26,569 Est. Cost $142.37 Unrealized +59.0%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $5,471 Shares 10,883 Est. Cost $268.96 Unrealized +80.1%
AVGO BROADCOM INC 0.3%
Value ($000) $5,153 Shares 15,618 Est. Cost $169.89 Unrealized +80.0%
SO SOUTHERN CO 0.3%
Value ($000) $4,683 Shares 49,410 Est. Cost $64.83 Unrealized +42.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $4,513 Shares 40,027 Est. Cost $79.13 Unrealized +38.6%
ORCL ORACLE CORP 0.3%
Value ($000) $4,361 Shares 15,506 Est. Cost $47.60 Unrealized +434.0%
GL GLOBE LIFE INC 0.2%
Value ($000) $4,084 Shares 28,563 Est. Cost $98.72 Unrealized +37.0%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $4,068 Shares 6,078 Est. Cost $341.16 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $3,768 Shares 44,894 Est. Cost $76.03 Unrealized +6.6%
HD HOME DEPOT INC 0.2%
Value ($000) $3,757 Shares 9,271 Est. Cost $206.91 Unrealized +88.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $3,479 Shares 18,765 Est. Cost $100.97 Unrealized +67.9%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value ($000) $3,130 Shares 47,968 Est. Cost $78.98 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $3,117 Shares 20,075 Est. Cost $96.17 Unrealized +58.4%
KO COCA COLA CO 0.2%
Value ($000) $3,114 Shares 46,959 Est. Cost $42.05 Unrealized +61.5%
LLY ELI LILLY & CO 0.2%
Value ($000) $3,073 Shares 4,027 Est. Cost $203.40 Unrealized +264.9%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,922 Shares 19,020 Est. Cost $102.24 Unrealized +51.5%
V VISA INC COM CL A 0.2%
Value ($000) $2,638 Shares 7,727 Est. Cost $172.68 Unrealized +99.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,507 Shares 7,260 Est. Cost $316.62 Unrealized -5.6%
UNP UNION PAC CORP 0.1%
Value ($000) $2,350 Shares 9,944 Est. Cost $121.04 Unrealized +84.4%
ABBV ABBVIE INC SR NT 0.1%
Value ($000) $2,242 Shares 9,681 Est. Cost $74.99 Unrealized +169.3%
SYK STRYKER CORP 0.1%
Value ($000) $2,222 Shares 6,012 Est. Cost $114.69 Unrealized +235.3%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $2,121 Shares 15,180 Est. Cost $94.58 Unrealized +50.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $2,082 Shares 78,938 Est. Cost $14.47 Unrealized +76.5%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $2,076 Shares 9,413 Est. Cost $187.80 Unrealized +2.2%
ACWX ISHARES MSCI ACWI EX US 0.1%
Value ($000) $2,071 Shares 31,852 Est. Cost $52.10 Unrealized
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $2,067 Shares 30,210 Est. Cost $31.61 Unrealized +113.2%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $1,945 Shares 2,101 Est. Cost $412.08 Unrealized +132.2%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $1,917 Shares 3,997 Est. Cost $305.40 Unrealized
DFAC DFA US CORE EQUITY 2 ETF 0.1%
Value ($000) $1,867 Shares 48,412 Est. Cost $29.02 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,810 Shares 3,014 Est. Cost $349.61 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,803 Shares 5,932 Est. Cost $178.08 Unrealized +69.2%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,782 Shares 13,310 Est. Cost $75.04 Unrealized +40.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,726 Shares 3,617 Est. Cost $246.48 Unrealized +72.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,717 Shares 10,261 Est. Cost $34.62 Unrealized +269.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,660 Shares 21,990 Est. Cost $61.28 Unrealized +17.8%
META META PLATFORMS INC 0.1%
Value ($000) $1,588 Shares 2,163 Est. Cost $525.38 Unrealized +41.5%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL CLASS 0.1%
Value ($000) $1,471 Shares 15,015 Est. Cost $97.99 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,471 Shares 5,852 Est. Cost $104.34 Unrealized +134.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,443 Shares 4,916 Est. Cost $179.51 Unrealized +65.9%
MA MASTERCARD INC 0.1%
Value ($000) $1,438 Shares 2,528 Est. Cost $263.37 Unrealized +117.7%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,424 Shares 9,948 Est. Cost $86.69 Unrealized +62.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,342 Shares 4,041 Est. Cost $94.98 Unrealized +233.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,339 Shares 4,081 Est. Cost $165.78 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 0.1%
Value ($000) $1,320 Shares 9,066 Est. Cost $101.51 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,315 Shares 4,276 Est. Cost $137.87 Unrealized +105.4%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,291 Shares 25,025 Est. Cost $32.13 Unrealized +50.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,278 Shares 8,845 Est. Cost $50.28 Unrealized +163.1%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,277 Shares 6,626 Est. Cost $58.12 Unrealized +200.2%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value ($000) $1,272 Shares 7,288 Est. Cost $155.32 Unrealized
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.1%
Value ($000) $1,258 Shares 19,118 Est. Cost $65.80 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,243 Shares 8,850 Est. Cost $95.77 Unrealized +46.6%
ETN EATON CORP PLC 0.1%
Value ($000) $1,241 Shares 3,316 Est. Cost $196.52 Unrealized +84.9%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $1,200 Shares 9,939 Est. Cost $81.89 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $1,066 Shares 19,967 Est. Cost $42.02 Unrealized
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $1,057 Shares 3,435 Est. Cost $95.25 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $1,021 Shares 3,475 Est. Cost $212.88 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,020 Shares 2,102 Est. Cost $354.02 Unrealized +31.3%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,012 Shares 7,558 Est. Cost $85.33 Unrealized +53.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $995 Shares 21,758 Est. Cost $38.93 Unrealized +13.9%
CATH GLOBAL X FUNDS 0.1%
Value ($000) $994 Shares 12,257 Est. Cost $60.15 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $985 Shares 12,235 Est. Cost $28.48 Unrealized +188.1%
HSY HERSHEY CO 0.1%
Value ($000) $973 Shares 5,200 Est. Cost $116.95 Unrealized +53.6%
CI THE CIGNA GROUP 0.1%
Value ($000) $939 Shares 3,258 Est. Cost $241.40 Unrealized +21.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $937 Shares 1,877 Est. Cost $210.30 Unrealized +113.1%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $936 Shares 11,271 Est. Cost $123.08 Unrealized -32.0%
GOVT ISHARES US TREASURY BOND ETF 0.1%
Value ($000) $914 Shares 39,537 Est. Cost $22.83 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.1%
Value ($000) $911 Shares 9,755 Est. Cost $75.37 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 0.1%
Value ($000) $883 Shares 3,005 Est. Cost $178.27 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $870 Shares 746 Est. Cost $995.47 Unrealized +11.4%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $869 Shares 4,127 Est. Cost $160.83 Unrealized +28.8%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $867 Shares 9,040 Est. Cost $96.40 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $839 Shares 3,413 Est. Cost $103.61 Unrealized +130.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $835 Shares 5,147 Est. Cost $70.51 Unrealized +134.3%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $824 Shares 15,745 Est. Cost $41.10 Unrealized +13.7%
ZTS ZOETIS INC 0.0%
Value ($000) $816 Shares 5,577 Est. Cost $173.62 Unrealized -13.3%
TSLA TESLA INC 0.0%
Value ($000) $813 Shares 1,828 Est. Cost $240.49 Unrealized +44.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $765 Shares 6,680 Est. Cost $104.86 Unrealized +11.6%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $752 Shares 2,665 Est. Cost $134.74 Unrealized +92.6%
RTX RTX CORPORATION 0.0%
Value ($000) $741 Shares 4,429 Est. Cost $61.94 Unrealized +149.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $710 Shares 1,682 Est. Cost $327.93 Unrealized +30.1%
CSX CSX CORP 0.0%
Value ($000) $706 Shares 19,880 Est. Cost $30.38 Unrealized +11.7%
NPO ENPRO INC 0.0%
Value ($000) $688 Shares 3,044 Est. Cost $80.45 Unrealized +168.4%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $679 Shares 3,314 Est. Cost $118.93 Unrealized +52.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $675 Shares 3,055 Est. Cost $85.37 Unrealized +162.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $674 Shares 4,051 Est. Cost $134.86 Unrealized +16.6%
DE DEERE & CO 0.0%
Value ($000) $668 Shares 1,461 Est. Cost $134.80 Unrealized +263.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $666 Shares 10,079 Est. Cost $30.87 Unrealized +98.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $645 Shares 8,408 Est. Cost $59.50 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $636 Shares 4,592 Est. Cost $116.68 Unrealized +13.5%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $636 Shares 15,000 Est. Cost $33.80 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $632 Shares 2,103 Est. Cost $132.66 Unrealized +108.1%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $624 Shares 2,169 Est. Cost $198.44 Unrealized +33.3%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $619 Shares 9,525 Est. Cost $53.27 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $609 Shares 6,987 Est. Cost $79.52 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $592 Shares 4,246 Est. Cost $114.31 Unrealized +14.1%
NFLX NETFLIX INC 0.0%
Value ($000) $587 Shares 490 Est. Cost $85.05 Unrealized +43.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $574 Shares 4,638 Est. Cost $66.92 Unrealized +79.0%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $569 Shares 2,182 Est. Cost $152.68 Unrealized +68.5%
DFUV DFA US MARKETWIDE VALUE ETF 0.0%
Value ($000) $568 Shares 12,717 Est. Cost $37.27 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $563 Shares 1,993 Est. Cost $214.99 Unrealized +28.0%
MMM 3M CO 0.0%
Value ($000) $560 Shares 3,611 Est. Cost $105.99 Unrealized +44.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $527 Shares 4,748 Est. Cost $63.84 Unrealized +75.9%
JOE ST JOE CO 0.0%
Value ($000) $509 Shares 10,296 Est. Cost $15.81 Unrealized +218.7%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value ($000) $498 Shares 4,681 Est. Cost $104.48 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $491 Shares 1,586 Est. Cost $90.19 Unrealized +232.9%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $486 Shares 9,726 Est. Cost $41.40 Unrealized +22.8%
AMGN AMGEN INC 0.0%
Value ($000) $486 Shares 1,721 Est. Cost $250.10 Unrealized +14.6%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $466 Shares 1,111 Est. Cost $203.30 Unrealized +65.4%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $464 Shares 1,701 Est. Cost $171.86 Unrealized +66.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $463 Shares 4,848 Est. Cost $75.17 Unrealized +25.8%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $463 Shares 1,820 Est. Cost $166.91 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $458 Shares 10,146 Est. Cost $46.60 Unrealized -2.3%
VTV VANGUARD VALUE INDEX FUND ETF 0.0%
Value ($000) $456 Shares 2,446 Est. Cost $130.70 Unrealized
INTU INTUIT 0.0%
Value ($000) $447 Shares 654 Est. Cost $253.62 Unrealized +183.7%
SYY SYSCO CORP 0.0%
Value ($000) $446 Shares 5,420 Est. Cost $50.22 Unrealized +57.0%
RSPT INVESCO S&P500 EQUAL WEIGHT TECH 0.0%
Value ($000) $446 Shares 10,000 Est. Cost $32.64 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $445 Shares 1,479 Est. Cost $238.12 Unrealized +14.5%
PFE PFIZER INC 0.0%
Value ($000) $443 Shares 17,388 Est. Cost $21.04 Unrealized +14.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $438 Shares 3,342 Est. Cost $72.79 Unrealized +86.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $435 Shares 3,013 Est. Cost $135.85 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $432 Shares 2,670 Est. Cost $120.81 Unrealized +37.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $428 Shares 6,847 Est. Cost $63.59 Unrealized -0.3%
MS MORGAN STANLEY 0.0%
Value ($000) $427 Shares 2,687 Est. Cost $68.01 Unrealized +115.3%
APGYX AB LARGE CAP GROWTH FUND ADVISOR CLASS 0.0%
Value ($000) $418 Shares 3,383 Est. Cost $123.57 Unrealized
T AT&T INC 0.0%
Value ($000) $407 Shares 14,411 Est. Cost $22.63 Unrealized +24.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $400 Shares 651 Est. Cost $443.19 Unrealized +36.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $398 Shares 4,072 Est. Cost $50.82 Unrealized +103.8%
DFAT U S TARGET VALUE ETF 0.0%
Value ($000) $396 Shares 6,799 Est. Cost $45.66 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $388 Shares 16,396 Est. Cost $13.48 Unrealized +76.6%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $386 Shares 2,713 Est. Cost $78.90 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $385 Shares 12,220 Est. Cost $25.29 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN ETF 0.0%
Value ($000) $383 Shares 3,836 Est. Cost $81.56 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $379 Shares 9,175 Est. Cost $20.88 Unrealized +92.5%
VONE VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS 0.0%
Value ($000) $378 Shares 1,250 Est. Cost $302.35 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $377 Shares 2,684 Est. Cost $123.68 Unrealized +9.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $369 Shares 4,612 Est. Cost $74.29 Unrealized +13.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $369 Shares 2,278 Est. Cost $118.85 Unrealized +35.8%
JBL JABIL CIRCUIT INC 0.0%
Value ($000) $368 Shares 1,695 Est. Cost $120.79 Unrealized +80.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $360 Shares 3,802 Est. Cost $91.57 Unrealized +1.9%
REAVES UTIL INCOME FD COM SHS BEN INT 0.0%
Value ($000) $357 Shares 9,000 Est. Cost $27.32 Unrealized
ICSH ISHARES ULTRA SHORT TERM BOND ACTIVE ETF 0.0%
Value ($000) $355 Shares 7,000 Est. Cost $50.75 Unrealized
R RYDER SYSTEMS INC 0.0%
Value ($000) $341 Shares 1,810 Est. Cost $180.37 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $341 Shares 1,580 Est. Cost $133.07 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $336 Shares 3,384 Est. Cost $85.65 Unrealized
COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL CLASS 0.0%
Value ($000) $335 Shares 9,086 Est. Cost $36.82 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $331 Shares 1,339 Est. Cost $198.01 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $328 Shares 2,940 Est. Cost $62.08 Unrealized +67.8%
CLX CLOROX CO 0.0%
Value ($000) $326 Shares 2,645 Est. Cost $128.30 Unrealized -4.7%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $325 Shares 5,006 Est. Cost $59.68 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $325 Shares 684 Est. Cost $423.21 Unrealized +11.2%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $324 Shares 1,764 Est. Cost $106.48 Unrealized +81.5%
ADSK AUTODESK INC 0.0%
Value ($000) $324 Shares 1,020 Est. Cost $154.23 Unrealized +97.6%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $322 Shares 16,731 Est. Cost $9.59 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $310 Shares 1,682 Est. Cost $116.66 Unrealized +37.6%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $310 Shares 1,110 Est. Cost $231.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $299 Shares 6,802 Est. Cost $34.32 Unrealized +23.8%
HRMY HARMONY BIOSCIENCES HLDGS INC 0.0%
Value ($000) $298 Shares 10,809 Est. Cost $33.47 Unrealized +2.9%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $297 Shares 842 Est. Cost $472.70 Unrealized -24.1%
MDFGX BLACKROCK CAPITAL APPRECIATION FUND CLASS A 0.0%
Value ($000) $290 Shares 7,452 Est. Cost $38.92 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL CLASS 0.0%
Value ($000) $287 Shares 464 Est. Cost $617.92 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $286 Shares 1,194 Est. Cost $186.12 Unrealized +29.1%
NVS NOVARTIS AG 0.0%
Value ($000) $286 Shares 2,227 Est. Cost $84.00 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $284 Shares 5,244 Est. Cost $43.33 Unrealized
SBPYX LEGG MASON CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I 0.0%
Value ($000) $284 Shares 6,541 Est. Cost $43.43 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $279 Shares 1,491 Est. Cost $159.12 Unrealized +15.7%
C CITIGROUP INC 0.0%
Value ($000) $277 Shares 2,729 Est. Cost $50.80 Unrealized +85.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $277 Shares 1,516 Est. Cost $21.17 Unrealized +665.4%
BA BOEING CO DEP CONV 0.0%
Value ($000) $276 Shares 1,277 Est. Cost $292.28 Unrealized -22.9%
IMCV ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $276 Shares 3,430 Est. Cost $76.64 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $272 Shares 5,954 Est. Cost $45.76 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $272 Shares 3,500 Est. Cost $62.67 Unrealized +24.7%
FAS DIREXION DAILY FINANCIAL BULL 3X 0.0%
Value ($000) $270 Shares 1,520 Est. Cost $129.79 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $270 Shares 2,132 Est. Cost $56.25 Unrealized +143.8%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $268 Shares 2,355 Est. Cost $67.09 Unrealized
HPQ HP INC 0.0%
Value ($000) $268 Shares 9,841 Est. Cost $13.79 Unrealized +89.6%
VLO VALERO ENERGY CORP SR GLBL 0.0%
Value ($000) $268 Shares 1,573 Est. Cost $124.27 Unrealized +18.9%
CTAS CINTAS CORP 0.0%
Value ($000) $267 Shares 1,300 Est. Cost $189.38 Unrealized +12.4%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $266 Shares 1,161 Est. Cost $71.10 Unrealized +228.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $265 Shares 333 Est. Cost $380.64 Unrealized +93.1%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $265 Shares 1,496 Est. Cost $151.32 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $260 Shares 1,222 Est. Cost $180.94 Unrealized +20.4%
WFC WELLS FARGO & CO 0.0%
Value ($000) $260 Shares 3,097 Est. Cost $48.04 Unrealized +67.5%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $259 Shares 3,789 Est. Cost $99.43 Unrealized -40.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $259 Shares 9,482 Est. Cost $43.77 Unrealized
GDLC GRAYSCALE COINDESK CRYPTO 5 ETF 0.0%
Value ($000) $257 Shares 4,606 Est. Cost $55.90 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $256 Shares 1,881 Est. Cost $106.53 Unrealized +18.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $255 Shares 2,054 Est. Cost $96.94 Unrealized +30.8%
FAGAX FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS A 0.0%
Value ($000) $253 Shares 1,181 Est. Cost $214.24 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $252 Shares 2,977 Est. Cost $65.45 Unrealized +35.3%
HUM HUMANA INC 0.0%
Value ($000) $252 Shares 967 Est. Cost $88.83 Unrealized +194.1%
PCBIX PRINCIPAL MIDCAP BLEND FUND INST'L CLASS 0.0%
Value ($000) $245 Shares 5,190 Est. Cost $47.22 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $245 Shares 590 Est. Cost $279.77 Unrealized +38.9%
MSFBX MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO FUND CLASS A 0.0%
Value ($000) $243 Shares 7,211 Est. Cost $33.75 Unrealized
SCHX SCHWAB STRATEGIC TR US LARGE CAP ETF 0.0%
Value ($000) $240 Shares 9,119 Est. Cost $26.32 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $238 Shares 4,854 Est. Cost $41.09 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $236 Shares 1,242 Est. Cost $79.27 Unrealized +157.1%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $234 Shares 1,642 Est. Cost $116.02 Unrealized
OBSOX OBERWEIS SMALL CAP OPPORTUNITIES FUND INVESTOR CLASS 0.0%
Value ($000) $231 Shares 8,202 Est. Cost $28.12 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $223 Shares 929 Est. Cost $164.27 Unrealized
CW CURTISS WRIGHT CORPORATION 0.0%
Value ($000) $223 Shares 410 Est. Cost $159.47 Unrealized +208.6%
ACN ACCENTURE PLC 0.0%
Value ($000) $220 Shares 894 Est. Cost $284.04 Unrealized -8.2%
TRRCX T ROWE PRICE RETIREMENT 2030 FUND INVESTOR CLASS 0.0%
Value ($000) $219 Shares 7,615 Est. Cost $28.73 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $216 Shares 3,191 Est. Cost $60.01 Unrealized +20.2%
ECL ECOLAB INC 0.0%
Value ($000) $216 Shares 788 Est. Cost $198.66 Unrealized +36.1%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $213 Shares 864 Est. Cost $156.73 Unrealized +47.8%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $212 Shares 1,055 Est. Cost $146.03 Unrealized +34.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $211 Shares 2,715 Est. Cost $30.02 Unrealized +3.7%
DFAS DFA US SMALL CAP ETF 0.0%
Value ($000) $210 Shares 3,071 Est. Cost $47.87 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $208 Shares 3,052 Est. Cost $50.41 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $205 Shares 671 Est. Cost $191.12 Unrealized +42.0%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $203 Shares 2,833 Est. Cost $64.87 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $202 Shares 990 Est. Cost $166.48 Unrealized +15.0%
MGC VANGUARD MEGA CAP INDEX FUND ETF 0.0%
Value ($000) $199 Shares 817 Est. Cost $92.67 Unrealized
JIGFX JANUS OVERSEAS FUND CLASS I 0.0%
Value ($000) $197 Shares 3,546 Est. Cost $55.61 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $196 Shares 7,978 Est. Cost $7.95 Unrealized +175.1%
POGAX PUTNAM LARGE CAP GROWTH FUND CLASS A 0.0%
Value ($000) $191 Shares 2,417 Est. Cost $78.86 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $188 Shares 2,247 Est. Cost $100.59 Unrealized -12.4%
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $187 Shares 1,635 Est. Cost $77.06 Unrealized
GLW CORNING INC 0.0%
Value ($000) $187 Shares 2,279 Est. Cost $35.47 Unrealized +83.2%
FV FIRST TRUST DORSEY WRIGHT FOCUS 0.0%
Value ($000) $186 Shares 3,000 Est. Cost $49.93 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $184 Shares 517 Est. Cost $305.00 Unrealized +18.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $184 Shares 4,277 Est. Cost $34.82 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $179 Shares 1,283 Est. Cost $132.08 Unrealized
PEYAX PUTNAM LARGE CAP VALUE FUND CLASS A 0.0%
Value ($000) $177 Shares 4,548 Est. Cost $38.81 Unrealized
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $176 Shares 380 Est. Cost $251.28 Unrealized
TRAVELERS COS INC COM 0.0%
Value ($000) $175 Shares 627 Est. Cost $279.22 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $171 Shares 613 Est. Cost $123.76 Unrealized +114.9%
PRFZ INVESCO RAFI US 1500 SMALL-MID 0.0%
Value ($000) $171 Shares 3,758 Est. Cost $39.05 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $168 Shares 1,733 Est. Cost $84.52 Unrealized +21.2%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $168 Shares 886 Est. Cost $126.84 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $167 Shares 344 Est. Cost $463.00 Unrealized +15.3%
DFAX DIMENSIONAL WORLD EX US CORE EQ 0.0%
Value ($000) $166 Shares 5,295 Est. Cost $27.47 Unrealized
CR CRANE CO NEW 0.0%
Value ($000) $165 Shares 897 Est. Cost $188.24 Unrealized 0.0%
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $165 Shares 6,067 Est. Cost $21.32 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $164 Shares 4,765 Est. Cost $34.02 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $163 Shares 600 Est. Cost $175.61 Unrealized
NBIS NEBIUS GROUP N V 0.0%
Value ($000) $162 Shares 1,445 Est. Cost $34.43 Unrealized +101.7%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $162 Shares 1,248 Est. Cost $122.96 Unrealized
JMGRX JANUS ENTERPRISE FUND CLASS I 0.0%
Value ($000) $161 Shares 1,064 Est. Cost $150.85 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $160 Shares 5,102 Est. Cost $40.52 Unrealized -18.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $158 Shares 4,033 Est. Cost $19.83 Unrealized +117.8%
SM SM ENERGY CO COM 0.0%
Value ($000) $155 Shares 6,188 Est. Cost $40.47 Unrealized -34.8%
CGDV CAPITAL GROUP DIVID VALUE ETF 0.0%
Value ($000) $153 Shares 3,650 Est. Cost $35.26 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $153 Shares 477 Est. Cost $176.70 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $151 Shares 1,600 Est. Cost $72.47 Unrealized +32.5%
DFUS DIMENSIONAL U.S. EQUITY MARKET 0.0%
Value ($000) $151 Shares 2,078 Est. Cost $45.24 Unrealized
FXAIX FIDELITY 500 INDEX FUND INSTITUTIONAL PREMIUM CLASS 0.0%
Value ($000) $149 Shares 639 Est. Cost $233.02 Unrealized
CRM SALESFORCE 0.0%
Value ($000) $147 Shares 622 Est. Cost $273.78 Unrealized -8.2%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $147 Shares 1,949 Est. Cost $64.29 Unrealized +5.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $147 Shares 1,144 Est. Cost $114.69 Unrealized +5.1%
TGT TARGET CORP 0.0%
Value ($000) $147 Shares 1,634 Est. Cost $120.70 Unrealized -19.9%
INGR INGREDION INC 0.0%
Value ($000) $147 Shares 1,200 Est. Cost $105.09 Unrealized +22.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $146 Shares 1,323 Est. Cost $103.21 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $144 Shares 1,390 Est. Cost $66.07 Unrealized +56.2%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $144 Shares 190 Est. Cost $483.24 Unrealized +52.1%
IR INGERSOLL RAND INC 0.0%
Value ($000) $143 Shares 1,727 Est. Cost $82.67 Unrealized -0.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $143 Shares 1,309 Est. Cost $44.21 Unrealized +129.3%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $142 Shares 1,582 Est. Cost $76.01 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $142 Shares 434 Est. Cost $260.70 Unrealized
FDEWX FIDELITY FREEDOM INDEX 2055 FUND INVESTOR CLASS 0.0%
Value ($000) $141 Shares 5,624 Est. Cost $25.15 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $141 Shares 2,000 Est. Cost $69.90 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $140 Shares 1,609 Est. Cost $74.93 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $139 Shares 1,522 Est. Cost $80.44 Unrealized
AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-2 0.0%
Value ($000) $138 Shares 2,151 Est. Cost $64.29 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $136 Shares 717 Est. Cost $178.06 Unrealized +2.1%
PRA PROASSURANCE CORP 0.0%
Value ($000) $135 Shares 5,634 Est. Cost $43.27 Unrealized -45.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $134 Shares 1,434 Est. Cost $48.19 Unrealized +80.8%
APP APPLOVIN CORP 0.0%
Value ($000) $132 Shares 184 Est. Cost $324.21 Unrealized +42.2%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $132 Shares 1,244 Est. Cost $89.24 Unrealized +11.1%
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $130 Shares 605 Est. Cost $110.44 Unrealized +81.3%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $130 Shares 1,782 Est. Cost $39.50 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $130 Shares 1,764 Est. Cost $64.74 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $129 Shares 1,919 Est. Cost $72.26 Unrealized -2.7%
SNA SNAP-ON INC 0.0%
Value ($000) $128 Shares 370 Est. Cost $269.29 Unrealized +20.2%
FISV FISERV INC 0.0%
Value ($000) $127 Shares 985 Est. Cost $181.81 Unrealized -21.2%
FNMA FNMA CORP 0.0%
Value ($000) $126 Shares 10,450 Est. Cost $10.75 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDING 0.0%
Value ($000) $126 Shares 862 Est. Cost $58.32 Unrealized +109.9%
TMLCX SEI TAX-MANAGED LARGE CAP FUND CLASS F 0.0%
Value ($000) $123 Shares 3,051 Est. Cost $40.24 Unrealized
PTIAX PERFORMANCE TRUST STRATEGIC BOND FUND CLASS I 0.0%
Value ($000) $123 Shares 6,144 Est. Cost $19.98 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $123 Shares 1,220 Est. Cost $57.15 Unrealized +73.4%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $122 Shares 1,813 Est. Cost $37.51 Unrealized +70.3%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $122 Shares 1,219 Est. Cost $96.91 Unrealized
ASML ASML HLDG NV NY REGISTRY SHS NEW 2012 UNSPONS 0.0%
Value ($000) $122 Shares 126 Est. Cost $941.78 Unrealized
DFUSX DFA U.S. LARGE COMPANY FUND INST'L CLASS 0.0%
Value ($000) $120 Shares 2,702 Est. Cost $44.37 Unrealized
XBI SPDR S&P BIOTECH ETF (MKT) 0.0%
Value ($000) $119 Shares 1,190 Est. Cost $75.49 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $118 Shares 124 Est. Cost $667.02 Unrealized +33.2%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $118 Shares 1,300 Est. Cost $68.24 Unrealized +25.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $118 Shares 3,432 Est. Cost $38.95 Unrealized -11.9%
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $117 Shares 799 Est. Cost $133.16 Unrealized
FLMVX JP MORGAN MID CAP VALUE FUND CLASS L 0.0%
Value ($000) $116 Shares 3,043 Est. Cost $38.27 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $116 Shares 481 Est. Cost $200.61 Unrealized
UCB UNITED COMMUNITY BANK BLAIRSVILLE GA 0.0%
Value ($000) $116 Shares 3,699 Est. Cost $24.82 Unrealized +27.4%
CLS CELESTICA INC 0.0%
Value ($000) $115 Shares 468 Est. Cost $106.30 Unrealized +89.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $115 Shares 2,282 Est. Cost $54.66 Unrealized -9.5%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $115 Shares 1,018 Est. Cost $80.38 Unrealized +34.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $114 Shares 1,202 Est. Cost $86.35 Unrealized +5.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $114 Shares 1,905 Est. Cost $34.36 Unrealized +96.9%
KWEB KRANESHARES TR CSI CHINA INTERNET ETF 0.0%
Value ($000) $112 Shares 2,677 Est. Cost $29.24 Unrealized
FDX FEDEX CORP SR NT 0.0%
Value ($000) $111 Shares 470 Est. Cost $164.26 Unrealized +39.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $110 Shares 1,495 Est. Cost $19.64 Unrealized +261.8%
VTIVX VANGUARD TARGET RETIREMENT FUND 2045 INVESTOR CLASS 0.0%
Value ($000) $109 Shares 3,159 Est. Cost $34.61 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $109 Shares 6,301 Est. Cost $14.84 Unrealized +13.4%
GWW GRAINGER WW INC 0.0%
Value ($000) $109 Shares 114 Est. Cost $939.21 Unrealized +6.6%
CWB SPDR BARCLAYS CONVERTIBLE SECS 0.0%
Value ($000) $108 Shares 1,196 Est. Cost $76.59 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $106 Shares 304 Est. Cost $257.24 Unrealized +33.5%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $104 Shares 1,401 Est. Cost $77.55 Unrealized -1.7%
SFLNX SCHWAB FUNDAMENTAL US LARGE CO INDEX FUND 0.0%
Value ($000) $104 Shares 3,321 Est. Cost $31.40 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $104 Shares 530 Est. Cost $190.33 Unrealized 0.0%
FORTINET INC COM 0.0%
Value ($000) $103 Shares 1,228 Est. Cost $84.08 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I 0.0%
Value ($000) $103 Shares 8,489 Est. Cost $12.10 Unrealized
RNR RENAISSANCERE HOLDINGS 0.0%
Value ($000) $102 Shares 400 Est. Cost $242.27 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $101 Shares 77 Est. Cost $1211.31 Unrealized +12.7%
FAST FASTENAL CO 0.0%
Value ($000) $101 Shares 2,058 Est. Cost $27.16 Unrealized +72.8%
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $101 Shares 2,223 Est. Cost $38.38 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY 0.0%
Value ($000) $98 Shares 1,400 Est. Cost $55.09 Unrealized
QUAYX AB SMALL CAP GROWTH FUND ADVISOR CLASS 0.0%
Value ($000) $98 Shares 1,291 Est. Cost $75.80 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $97 Shares 212 Est. Cost $239.65 Unrealized +87.1%
VSGAX VANGUARD SMALL CAP GROWTH INDEX FUND ADMIRAL CLASS 0.0%
Value ($000) $97 Shares 925 Est. Cost $104.68 Unrealized
GFACX AMERICAN FUNDS GROWTH FUND CLASS C 0.0%
Value ($000) $95 Shares 1,268 Est. Cost $74.76 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $95 Shares 1,394 Est. Cost $63.67 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $94 Shares 155 Est. Cost $317.56 Unrealized +77.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $94 Shares 400 Est. Cost $71.80 Unrealized +136.4%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $94 Shares 1,431 Est. Cost $59.90 Unrealized 0.0%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $93 Shares 2,187 Est. Cost $44.58 Unrealized +1.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $93 Shares 809 Est. Cost $54.44 Unrealized +96.8%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $92 Shares 85 Est. Cost $750.73 Unrealized +23.9%
DFSD DIMENSIONAL SHORT DURATION FIXED 0.0%
Value ($000) $91 Shares 1,894 Est. Cost $47.52 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $91 Shares 829 Est. Cost $39.60 Unrealized +169.8%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $91 Shares 2,837 Est. Cost $40.23 Unrealized -19.4%
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $90 Shares 1,568 Est. Cost $47.19 Unrealized
KELLANOVA 0.0%
Value ($000) $90 Shares 1,098 Est. Cost $67.80 Unrealized +15.9%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $90 Shares 1,663 Est. Cost $41.08 Unrealized
VWNFX VANGUARD WINDSOR II FUND INVESTOR CLASS 0.0%
Value ($000) $89 Shares 1,786 Est. Cost $49.85 Unrealized
TARGET CORP COM 0.0%
Value ($000) $89 Shares 989 Est. Cost $89.70 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $88 Shares 929 Est. Cost $95.15 Unrealized
VWIUX VANGUARD INTERMED-TERM TAX-EXEMPT FUND ADMIRAL CLASS 0.0%
Value ($000) $87 Shares 6,387 Est. Cost $13.69 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $87 Shares 222 Est. Cost $434.96 Unrealized -3.9%
PPL PPL CORP 0.0%
Value ($000) $87 Shares 2,336 Est. Cost $23.26 Unrealized +52.3%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $87 Shares 222 Est. Cost $399.15 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $86 Shares 2,575 Est. Cost $34.38 Unrealized -29.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $86 Shares 1,704 Est. Cost $23.96 Unrealized +92.5%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $86 Shares 1,924 Est. Cost $42.79 Unrealized +0.6%
PTLC PACER TRENDPOLOT US LG CAP ETF 0.0%
Value ($000) $85 Shares 1,560 Est. Cost $42.78 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $85 Shares 264 Est. Cost $455.53 Unrealized -32.4%
YUM YUM! BRANDS INC 0.0%
Value ($000) $82 Shares 537 Est. Cost $67.27 Unrealized +117.1%
VTIP VANGUARD SHORT-TERM INFL-PROT 0.0%
Value ($000) $81 Shares 1,600 Est. Cost $49.90 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $81 Shares 595 Est. Cost $59.84 Unrealized +134.8%
MET METLIFE INC 0.0%
Value ($000) $80 Shares 977 Est. Cost $48.14 Unrealized +61.8%
PLD PROLOGIS INC 0.0%
Value ($000) $80 Shares 701 Est. Cost $107.37 Unrealized +0.9%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $80 Shares 1,412 Est. Cost $34.43 Unrealized +65.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $80 Shares 989 Est. Cost $64.25 Unrealized +11.0%
RPMGX T ROWE PRICE MID CAP GROWTH FUND INVESTOR CLASS 0.0%
Value ($000) $79 Shares 767 Est. Cost $102.56 Unrealized
DFCEX DFA EMERG MKTS CORE EQUITY FUND INST'L CLASS 0.0%
Value ($000) $78 Shares 2,759 Est. Cost $28.33 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $76 Shares 40 Est. Cost $1960.42 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $76 Shares 1,151 Est. Cost $52.72 Unrealized
VFFVX VANGUARD TARGET RETIREMENT 2055 FUND INVESTOR CLASS 0.0%
Value ($000) $74 Shares 1,130 Est. Cost $65.49 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $73 Shares 370 Est. Cost $213.97 Unrealized -7.3%
ITA ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD 0.0%
Value ($000) $73 Shares 350 Est. Cost $209.26 Unrealized
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $73 Shares 336 Est. Cost $220.03 Unrealized -7.3%
BSIIX BLACKROCK STRATEGIC INCOME FUND INST'L CLASS 0.0%
Value ($000) $72 Shares 7,361 Est. Cost $9.79 Unrealized
PONPX PIMCO INCOME FUND CLASS P 0.0%
Value ($000) $72 Shares 6,614 Est. Cost $10.88 Unrealized
SCHM SCHWAB STRATEGIC TR US MID CAP ETF 0.0%
Value ($000) $71 Shares 2,406 Est. Cost $35.81 Unrealized
MDLOX BLACKROCK GLOBAL ALLOCATION FUND CLASS A 0.0%
Value ($000) $71 Shares 3,486 Est. Cost $20.43 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $71 Shares 501 Est. Cost $66.60 Unrealized +102.5%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $70 Shares 333 Est. Cost $279.65 Unrealized -23.9%
VTWO VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD 0.0%
Value ($000) $70 Shares 718 Est. Cost $97.82 Unrealized
DIVERSIFIED ENERGY COMPANY PLC 0.0%
Value ($000) $70 Shares 5,000 Est. Cost $14.67 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND 0.0%
Value ($000) $69 Shares 1,500 Est. Cost $40.33 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $69 Shares 415 Est. Cost $81.00 Unrealized +120.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $69 Shares 1,120 Est. Cost $56.54 Unrealized +3.1%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $68 Shares 347 Est. Cost $179.88 Unrealized +1.2%
TLH ISHARES TR 10-20 YR TREAS BD ETF 0.0%
Value ($000) $68 Shares 660 Est. Cost $102.99 Unrealized
VWENX VANGUARD WELLINGTON FUND ADMIRAL CLASS 0.0%
Value ($000) $68 Shares 826 Est. Cost $82.16 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $68 Shares 818 Est. Cost $82.58 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $67 Shares 2,405 Est. Cost $26.00 Unrealized -1.6%
WMG WARNER MUSIC GROUP CORP CL A 0.0%
Value ($000) $67 Shares 1,964 Est. Cost $31.38 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $67 Shares 679 Est. Cost $100.90 Unrealized -2.3%
VT VANGUARD TOT WORLD STK INDEX ETF 0.0%
Value ($000) $66 Shares 481 Est. Cost $115.95 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $65 Shares 200 Est. Cost $77.05 Unrealized +330.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $73.04 Unrealized -8.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $64 Shares 2,810 Est. Cost $35.59 Unrealized -29.1%
PHIN PHINIA INC 0.0%
Value ($000) $64 Shares 1,107 Est. Cost $27.82 Unrealized +92.5%
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $62 Shares 350 Est. Cost $128.52 Unrealized +28.5%
PHM PULTE GROUP INC 0.0%
Value ($000) $61 Shares 465 Est. Cost $124.73 Unrealized -0.8%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $60 Shares 757 Est. Cost $44.04 Unrealized +62.6%
CXT CRANE NXT CO 0.0%
Value ($000) $60 Shares 897 Est. Cost $59.28 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $59 Shares 253 Est. Cost $71.33 Unrealized +229.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $59 Shares 1,280 Est. Cost $47.00 Unrealized +2.1%
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $59 Shares 755 Est. Cost $68.03 Unrealized
RHHBY ROCHE HLDGS LTD SPONSORED ADR ISIN#US7711951043 0.0%
Value ($000) $57 Shares 1,373 Est. Cost $41.81 Unrealized
SGIIX FIRST EAGLE GLOBAL FUND CLASS I 0.0%
Value ($000) $57 Shares 675 Est. Cost $84.28 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $57 Shares 197 Est. Cost $199.50 Unrealized +33.7%
DFSV DFA DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $56 Shares 1,759 Est. Cost $31.84 Unrealized
DFSTX DFA U.S. SMALL CAP FUND INST'L CLASS 0.0%
Value ($000) $55 Shares 1,071 Est. Cost $51.55 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $55 Shares 263 Est. Cost $91.25 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID FUND ADVISOR CLASS 0.0%
Value ($000) $54 Shares 2,709 Est. Cost $19.90 Unrealized
APDFX ARTISAN HIGH INCOME FUND ADVISOR CLASS 0.0%
Value ($000) $54 Shares 5,794 Est. Cost $9.26 Unrealized
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value ($000) $53 Shares 278 Est. Cost $197.79 Unrealized -3.2%
MEIIX MFS VALUE FUND CLASS I 0.0%
Value ($000) $53 Shares 991 Est. Cost $53.30 Unrealized
VNOM NEW COBRA PUBCO INC CL A 0.0%
Value ($000) $51 Shares 1,345 Est. Cost $38.10 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $51 Shares 1,118 Est. Cost $33.08 Unrealized +27.3%
DFLVX DFA U.S. LARGE CAP VALUE FUND INST'L CLASS 0.0%
Value ($000) $51 Shares 941 Est. Cost $54.07 Unrealized
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $51 Shares 246 Est. Cost $190.58 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $51 Shares 358 Est. Cost $132.16 Unrealized
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value ($000) $50 Shares 416 Est. Cost $96.37 Unrealized +1.4%
AMPH AMPHASTAR PHARMACEUTICALS INC 0.0%
Value ($000) $50 Shares 1,874 Est. Cost $39.89 Unrealized -35.3%
JRAIX JANUS RESEARCH FUND CLASS I 0.0%
Value ($000) $49 Shares 498 Est. Cost $99.36 Unrealized
KRE SPDR SER TR S&P REGL BKG ETF 0.0%
Value ($000) $49 Shares 779 Est. Cost $56.85 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY 0.0%
Value ($000) $49 Shares 500 Est. Cost $44.00 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $49 Shares 2,867 Est. Cost $18.13 Unrealized
RMBKX RMB MENDON FINANCIAL SERVICES CLASS A 0.0%
Value ($000) $48 Shares 956 Est. Cost $50.72 Unrealized
PCGRX PIONEER MID CAP VALUE FUND CL A 0.0%
Value ($000) $48 Shares 1,925 Est. Cost $25.17 Unrealized
VIMAX VANGUARD MID-CAP INDEX FUND ADMIRAL CLASS 0.0%
Value ($000) $47 Shares 130 Est. Cost $363.04 Unrealized
SLASX SELECTED FUNDS AMERICAN SHARES CLASS S 0.0%
Value ($000) $46 Shares 1,162 Est. Cost $39.99 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $46 Shares 273 Est. Cost $124.98 Unrealized +25.3%
GRIFX APOLLO DIVERSIFIED RE FD CLASS I SHARES 0.0%
Value ($000) $45 Shares 1,809 Est. Cost $25.13 Unrealized
HIG THE HARTFORD INSURANCE GROUP, 0.0%
Value ($000) $45 Shares 340 Est. Cost $60.32 Unrealized +111.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $45 Shares 105 Est. Cost $260.07 Unrealized +73.3%
DDFIX INVESCO DIVERS DIVIDEND FD CL R5 0.0%
Value ($000) $45 Shares 2,284 Est. Cost $19.74 Unrealized
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $45 Shares 748 Est. Cost $46.41 Unrealized +29.6%
CG CARLYLE GROUP INC 0.0%
Value ($000) $44 Shares 708 Est. Cost $61.48 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $44 Shares 1,780 Est. Cost $35.69 Unrealized -23.5%
ACLS AXCELIS TECHNOLOGIES INC NEW 0.0%
Value ($000) $44 Shares 450 Est. Cost $63.23 Unrealized +27.4%
SEEGX JP MORGAN LARGE CAP GROWTH FUND CLASS I 0.0%
Value ($000) $44 Shares 470 Est. Cost $92.64 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $43 Shares 343 Est. Cost $140.26 Unrealized -11.9%
SVAIX FEDERATED HERMES STRATEGIC VALUE DIVIDEND FUND INST'L SHARES 0.0%
Value ($000) $43 Shares 6,615 Est. Cost $6.52 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $43 Shares 306 Est. Cost $75.16 Unrealized
PBE INVESCO DYNAMIC BIOTECH & 0.0%
Value ($000) $43 Shares 611 Est. Cost $57.28 Unrealized
NKE NIKE INC 0.0%
Value ($000) $43 Shares 612 Est. Cost $76.37 Unrealized -3.4%
RH RH COM 0.0%
Value ($000) $43 Shares 210 Est. Cost $30.92 Unrealized +602.6%
FCVIX FIDELITY ADVISOR SMALL CAP VALUE FUND CLASS I 0.0%
Value ($000) $42 Shares 2,090 Est. Cost $20.28 Unrealized
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.0%
Value ($000) $42 Shares 1,185 Est. Cost $28.42 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $42 Shares 372 Est. Cost $53.15 Unrealized +120.2%
INVESCO QQQ TRUST 0.0%
Value ($000) $41 Shares 69 Est. Cost $600.38 Unrealized
AOR ISHARES CORE 60/40 BALANCED 0.0%
Value ($000) $41 Shares 639 Est. Cost $39.41 Unrealized
UNILEVER PLC 0.0%
Value ($000) $41 Shares 692 Est. Cost $56.19 Unrealized
ASUR ASURE SOFTWARE INC COM 0.0%
Value ($000) $41 Shares 5,000 Est. Cost $8.20 Unrealized +9.0%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $41 Shares 241 Est. Cost $106.46 Unrealized +67.0%
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value ($000) $40 Shares 1,663 Est. Cost $23.77 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $39 Shares 283 Est. Cost $137.26 Unrealized +2.0%
DSTL DISTILLATE US FDMTL STBLTY & VAL 0.0%
Value ($000) $39 Shares 672 Est. Cost $49.37 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $39 Shares 257 Est. Cost $102.97 Unrealized +39.1%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $38 Shares 691 Est. Cost $54.02 Unrealized
MALOX BLACKROCK GLOBAL ALLOCATION FUND INST'L CLASS 0.0%
Value ($000) $38 Shares 1,837 Est. Cost $20.65 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $38 Shares 41 Est. Cost $122.64 Unrealized +52.3%
GFFFX AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS F-2 0.0%
Value ($000) $38 Shares 428 Est. Cost $87.65 Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $37 Shares 378 Est. Cost $96.71 Unrealized 0.0%
NOBL PROSHARES TR S&P 500 ARISTOCRATS ETF 0.0%
Value ($000) $37 Shares 361 Est. Cost $92.83 Unrealized
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $20.40 Unrealized
FMAGX FIDELITY MAGELLAN FUND RETAIL CLASS 0.0%
Value ($000) $37 Shares 2,276 Est. Cost $16.10 Unrealized
EZM WISDOMTREE U.S. MIDCAP EARNINGS 0.0%
Value ($000) $37 Shares 554 Est. Cost $55.96 Unrealized
TMSIX THRIVENT MID CAP STOCK FUND CLASS S 0.0%
Value ($000) $36 Shares 976 Est. Cost $37.25 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $36 Shares 351 Est. Cost $110.74 Unrealized -1.6%
OKE ONEOK INC 0.0%
Value ($000) $36 Shares 491 Est. Cost $41.35 Unrealized +81.5%
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 0.0%
Value ($000) $36 Shares 532 Est. Cost $66.87 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $35 Shares 400 Est. Cost $71.25 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $35 Shares 420 Est. Cost $73.81 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $34 Shares 103 Est. Cost $84.72 Unrealized +280.3%
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $34 Shares 3,100 Est. Cost $10.88 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $33 Shares 250 Est. Cost $256.54 Unrealized -52.7%
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value ($000) $33 Shares 1,020 Est. Cost $40.39 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $33 Shares 168 Est. Cost $152.50 Unrealized +27.0%
XOP SPDR S&P OIL & GAS EXPLOR & 0.0%
Value ($000) $33 Shares 251 Est. Cost $129.27 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $33 Shares 1,062 Est. Cost $18.29 Unrealized +68.6%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $33 Shares 67 Est. Cost $444.29 Unrealized +14.8%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $32 Shares 6 Est. Cost $4545.57 Unrealized +22.4%
ALC ALCON INC 0.0%
Value ($000) $32 Shares 433 Est. Cost $63.02 Unrealized +32.4%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $32 Shares 167 Est. Cost $113.79 Unrealized
TEPLX FRANKLIN TEMPLETON GROWTH FUND CLASS A 0.0%
Value ($000) $32 Shares 1,019 Est. Cost $31.26 Unrealized
GIREX APOLLO DIVERSIFIED RE FD CLASS A SHARES 0.0%
Value ($000) $32 Shares 1,297 Est. Cost $24.51 Unrealized
VSMGX VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR CLASS 0.0%
Value ($000) $31 Shares 892 Est. Cost $35.19 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $31 Shares 228 Est. Cost $22.54 Unrealized +384.0%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $31 Shares 343 Est. Cost $70.22 Unrealized +28.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 415 Est. Cost $74.37 Unrealized +0.2%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $31 Shares 278 Est. Cost $116.29 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $31 Shares 285 Est. Cost $89.39 Unrealized +12.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $31 Shares 780 Est. Cost $59.33 Unrealized -24.1%
XLRE REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value ($000) $30 Shares 718 Est. Cost $38.41 Unrealized
EA ELECTRONIC ARTS, INC. 0.0%
Value ($000) $30 Shares 149 Est. Cost $165.25 Unrealized 0.0%
DIHP DIMENSIONAL INTERNATL HIGH PROFITABILITY ETF 0.0%
Value ($000) $30 Shares 988 Est. Cost $30.39 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $30 Shares 100 Est. Cost $199.27 Unrealized +43.1%
FAGIX FIDELITY CAPITAL & INCOME FUND RETAIL CLASS 0.0%
Value ($000) $30 Shares 2,751 Est. Cost $10.84 Unrealized
BUZZ VANECK VECTORS SOCIAL SENTIMENT 0.0%
Value ($000) $30 Shares 824 Est. Cost $24.27 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $29 Shares 384 Est. Cost $68.79 Unrealized +11.2%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $29 Shares 203 Est. Cost $29.76 Unrealized +334.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $29 Shares 394 Est. Cost $60.70 Unrealized +20.8%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $28 Shares 400 Est. Cost $47.31 Unrealized +35.7%
DFSCX DFA U.S. MICRO CAP FUND INST'L CLASS 0.0%
Value ($000) $28 Shares 923 Est. Cost $30.81 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM 0.0%
Value ($000) $28 Shares 938 Est. Cost $29.41 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $28 Shares 204 Est. Cost $116.77 Unrealized +12.2%
MP MP MATERIALS CORP 0.0%
Value ($000) $28 Shares 421 Est. Cost $26.71 Unrealized +135.6%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $28 Shares 249 Est. Cost $46.57 Unrealized +121.5%
TWCUX AMERICAN CENTURY ULTRA FUND INVESTOR CLASS 0.0%
Value ($000) $28 Shares 272 Est. Cost $103.47 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $28 Shares 508 Est. Cost $52.01 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $28 Shares 138 Est. Cost $77.08 Unrealized +155.6%
WDAY WORKDAY INC 0.0%
Value ($000) $27 Shares 113 Est. Cost $211.32 Unrealized +9.4%
GBTC GRAYSCALE BITCOIN TR ETF 0.0%
Value ($000) $27 Shares 300 Est. Cost $63.44 Unrealized
ELF ELF BEAUTY INC COM 0.0%
Value ($000) $27 Shares 201 Est. Cost $156.88 Unrealized -21.4%
TBCH TURTLE BEACH CORP. 0.0%
Value ($000) $26 Shares 1,653 Est. Cost $16.36 Unrealized -9.2%
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. COMMON STOCK 0.0%
Value ($000) $26 Shares 109 Est. Cost $151.36 Unrealized +63.3%
ANWFX AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 0.0%
Value ($000) $26 Shares 354 Est. Cost $73.18 Unrealized
VFC V F CORP 0.0%
Value ($000) $26 Shares 1,790 Est. Cost $32.87 Unrealized -59.1%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $26 Shares 400 Est. Cost $55.00 Unrealized
IFF INTERNATIONAL FLAVORS & 0.0%
Value ($000) $26 Shares 418 Est. Cost $96.58 Unrealized -29.8%
CDW CDW CORP COM 0.0%
Value ($000) $25 Shares 160 Est. Cost $206.08 Unrealized -18.1%
FRIAX FRANKLIN INCOME FUND ADVISOR CLASS 0.0%
Value ($000) $25 Shares 10,306 Est. Cost $2.45 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $25 Shares 40 Est. Cost $536.17 Unrealized +10.9%
BN BROOKFIELD CORP 0.0%
Value ($000) $25 Shares 360 Est. Cost $22.21 Unrealized +99.1%
NVO NOVO NORDISK A S 0.0%
Value ($000) $24 Shares 437 Est. Cost $135.84 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $24 Shares 400 Est. Cost $37.61 Unrealized +53.6%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $24 Shares 601 Est. Cost $20.33 Unrealized +89.8%
TEL TE CONNECTIVITY PLC ORD 0.0%
Value ($000) $24 Shares 108 Est. Cost $146.90 Unrealized +36.2%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $24 Shares 225 Est. Cost $79.35 Unrealized
PTSHX PIMCO SHORT TERM FUND INST'L CLASS 0.0%
Value ($000) $23 Shares 2,397 Est. Cost $9.67 Unrealized
CCOI COGENT COMMUNICATIONS GROUP, INC 0.0%
Value ($000) $23 Shares 595 Est. Cost $41.02 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $23 Shares 472 Est. Cost $33.94 Unrealized +36.6%
MTDR MATADOR RES CO COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $58.52 Unrealized -16.6%
XLC SELECT SECOTR SPDR TRUST 0.0%
Value ($000) $22 Shares 185 Est. Cost $96.45 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $22 Shares 445 Est. Cost $61.43 Unrealized -12.0%
STM STMICROELECTRONICS 0.0%
Value ($000) $21 Shares 759 Est. Cost $28.26 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $21 Shares 45 Est. Cost $219.13 Unrealized +129.4%
MLAIX MAINSTAY LARGE CAP GROWTH FUND CLASS I 0.0%
Value ($000) $21 Shares 1,582 Est. Cost $13.54 Unrealized
APH AMPHENOL 0.0%
Value ($000) $21 Shares 172 Est. Cost $49.50 Unrealized +121.0%
AVDV AMERICAN CENTURY ETF TRUST 0.0%
Value ($000) $21 Shares 235 Est. Cost $89.03 Unrealized
DXD PROSHARES ULTRASHORT DOW 30 NEW 0.0%
Value ($000) $21 Shares 950 Est. Cost $49.77 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.0%
Value ($000) $21 Shares 150 Est. Cost $146.01 Unrealized
RMD RESMED INC 0.0%
Value ($000) $21 Shares 75 Est. Cost $252.36 Unrealized +7.9%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $20 Shares 750 Est. Cost $37.01 Unrealized -22.7%
AFBI AFFINITY BANCSHARES INC 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $19.16 Unrealized 0.0%
ICIFX INVESCO CONSERVATIVE INCOME FUND INST'L CLASS 0.0%
Value ($000) $20 Shares 1,954 Est. Cost $10.07 Unrealized
PRCOX T ROWE PRICE CAPITAL OPPORTUNITY FUND INVESTOR CLASS 0.0%
Value ($000) $19 Shares 290 Est. Cost $66.23 Unrealized
JATIX JANUS HENDERSON GLOBAL TECHNOLOGY FUND CLASS I 0.0%
Value ($000) $19 Shares 245 Est. Cost $78.40 Unrealized
IAT ISHARES US REGIONAL BANKS (MKT) 0.0%
Value ($000) $19 Shares 360 Est. Cost $50.36 Unrealized
SYF SYNCHRONY FINANCIAL SR 0.0%
Value ($000) $19 Shares 264 Est. Cost $39.44 Unrealized +82.7%
WY WEYERHAEUSER CO 0.0%
Value ($000) $19 Shares 755 Est. Cost $28.86 Unrealized -12.7%
SONY SONY CORP 0.0%
Value ($000) $19 Shares 650 Est. Cost $36.24 Unrealized
KGC KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047 0.0%
Value ($000) $19 Shares 750 Est. Cost $5.14 Unrealized +274.2%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $18 Shares 600 Est. Cost $27.13 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $11.62 Unrealized +183.4%
CORZ CORE SCIENTIFIC INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $11.38 Unrealized +28.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $18 Shares 133 Est. Cost $241.24 Unrealized -34.7%
CCI CROWN CASTLE INC 0.0%
Value ($000) $17 Shares 181 Est. Cost $98.40 Unrealized +0.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $17 Shares 102 Est. Cost $124.46 Unrealized +28.6%
DEO DIAGEO PLC 0.0%
Value ($000) $17 Shares 181 Est. Cost $156.24 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $17 Shares 85 Est. Cost $93.67 Unrealized +117.8%
ESPNX ALLSPRING SPECIAL SMALL CAP VALUE FUND INST'L CLASS 0.0%
Value ($000) $17 Shares 443 Est. Cost $38.61 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $17 Shares 63 Est. Cost $269.86 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC 0.0%
Value ($000) $17 Shares 1,066 Est. Cost $10.18 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $17 Shares 110 Est. Cost $144.44 Unrealized -1.6%
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $17 Shares 414 Est. Cost $29.53 Unrealized +28.0%
IWV ISHARES RUSSELL 3000 (MKT) 0.0%
Value ($000) $17 Shares 44 Est. Cost $300.09 Unrealized
COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL 2 0.0%
Value ($000) $17 Shares 441 Est. Cost $37.54 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $42.19 Unrealized +28.9%
BIMIX BAIRD INTERMEDIATE BOND FUND INST'L CLASS 0.0%
Value ($000) $16 Shares 1,531 Est. Cost $10.55 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $16 Shares 94 Est. Cost $44.26 Unrealized +282.9%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $16 Shares 77 Est. Cost $224.53 Unrealized 0.0%
EGFIX EDGEWOOD GROWTH FUND INSTL CLASS 0.0%
Value ($000) $16 Shares 340 Est. Cost $46.65 Unrealized
WAMCX WASATCH ULTRA GROWTH FUND INVESTOR CLASS 0.0%
Value ($000) $16 Shares 516 Est. Cost $30.62 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $16 Shares 699 Est. Cost $22.39 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $15 Shares 80 Est. Cost $228.58 Unrealized -6.1%
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.0%
Value ($000) $15 Shares 483 Est. Cost $25.04 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $15 Shares 3,000 Est. Cost $17.95 Unrealized
IRM IRON MTN INC 0.0%
Value ($000) $15 Shares 149 Est. Cost $110.79 Unrealized -14.5%
OANMX OAKMARK OAKMARK FUND INST'L CLASS 0.0%
Value ($000) $15 Shares 91 Est. Cost $166.14 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $15 Shares 128 Est. Cost $115.74 Unrealized +3.7%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $204.14 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $15 Shares 292 Est. Cost $50.73 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $15 Shares 119 Est. Cost $106.31 Unrealized 0.0%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $14 Shares 75 Est. Cost $195.08 Unrealized +4.9%
PEMMX PUTNAM EMERGING EQUITY FUND CLASS A 0.0%
Value ($000) $14 Shares 801 Est. Cost $17.88 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $14 Shares 215 Est. Cost $59.71 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS, INC. 0.0%
Value ($000) $14 Shares 25 Est. Cost $564.28 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $14 Shares 6 Est. Cost $1572.34 Unrealized +52.7%
NEXPOINT CAPITAL INC COM 0.0%
Value ($000) $14 Shares 2,950 Est. Cost $4.71 Unrealized
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $13 Shares 172 Est. Cost $63.76 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $13 Shares 216 Est. Cost $34.64 Unrealized +60.4%
NRG NRG ENERGY INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $98.98 Unrealized +56.9%
MRNA MODERNA INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $27.74 Unrealized +0.6%
TROSX T ROWE PRICE OVERSEAS STOCK FUND INVESTOR CLASS 0.0%
Value ($000) $13 Shares 815 Est. Cost $15.68 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $13 Shares 139 Est. Cost $65.70 Unrealized +33.9%
OXY OCCIDENTAL PETE CORP SR 0.0%
Value ($000) $12 Shares 258 Est. Cost $18.83 Unrealized +137.7%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $12 Shares 78 Est. Cost $98.15 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $12 Shares 326 Est. Cost $36.35 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $12 Shares 454 Est. Cost $30.78 Unrealized +0.1%
DOW DOW INC COM 0.0%
Value ($000) $12 Shares 505 Est. Cost $36.52 Unrealized -33.4%
BBY BEST BUY INC 0.0%
Value ($000) $12 Shares 153 Est. Cost $73.50 Unrealized -4.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $11 Shares 64 Est. Cost $180.53 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP 0.0%
Value ($000) $11 Shares 199 Est. Cost $51.33 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $11 Shares 109 Est. Cost $100.69 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $11 Shares 42 Est. Cost $178.20 Unrealized +51.6%
QID PROSHARES ULTRASHORT QQQ ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $38.14 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $11 Shares 50 Est. Cost $180.81 Unrealized +10.8%
GFI GOLD FIELDS LTD NEW 0.0%
Value ($000) $10 Shares 250 Est. Cost $17.98 Unrealized
LCMMX CLEARBRIDGE LG CAP GWTH O 0.0%
Value ($000) $10 Shares 129 Est. Cost $81.24 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 21 Est. Cost $371.72 Unrealized +42.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $10 Shares 30 Est. Cost $221.61 Unrealized +58.6%
VRSN VERISIGN INC 0.0%
Value ($000) $10 Shares 36 Est. Cost $114.83 Unrealized +142.2%
XYL XYLEM INC 0.0%
Value ($000) $10 Shares 68 Est. Cost $131.61 Unrealized +4.9%
OR OR ROYALTIES 0.0%
Value ($000) $10 Shares 250 Est. Cost $24.09 Unrealized +29.5%
PINNACLE FINANCIAL PARTNERS, INC. - COMMON STOCK 0.0%
Value ($000) $10 Shares 105 Est. Cost $92.59 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $10 Shares 52 Est. Cost $96.29 Unrealized +75.6%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.28 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $10 Shares 368 Est. Cost $34.50 Unrealized -23.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $59.42 Unrealized +197.3%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $9 Shares 142 Est. Cost $69.66 Unrealized -2.1%
CPAY CORPAY INC 0.0%
Value ($000) $9 Shares 31 Est. Cost $318.77 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW CLASS A ISIN #CA0115321089 0.0%
Value ($000) $9 Shares 250 Est. Cost $26.71 Unrealized +7.0%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE ETF 0.0%
Value ($000) $9 Shares 106 Est. Cost $67.65 Unrealized
GIBIX GUGGENHEIM TOTAL RETURN BOND FUND INST'L CLASS 0.0%
Value ($000) $9 Shares 353 Est. Cost $24.20 Unrealized
VGK VANGUARD EUROPEAN STOCK INDEX 0.0%
Value ($000) $8 Shares 106 Est. Cost $67.34 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $8 Shares 100 Est. Cost $48.43 Unrealized +43.3%
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $82.96 Unrealized
RACE FERRARI NV SHS ISIN#NL0011585146 0.0%
Value ($000) $8 Shares 17 Est. Cost $254.02 Unrealized +88.6%
SPDW SPDR PORTFOLIO DEVLPD WORLD EX 0.0%
Value ($000) $8 Shares 192 Est. Cost $34.12 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.0%
Value ($000) $8 Shares 68 Est. Cost $119.51 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $8 Shares 75 Est. Cost $79.05 Unrealized +33.2%
VSMAX VANGUARD SMALL-CAP INDEX FUND ADMIRAL CLASS 0.0%
Value ($000) $8 Shares 65 Est. Cost $121.98 Unrealized
MGK VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX ETF 0.0%
Value ($000) $8 Shares 19 Est. Cost $402.42 Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $7 Shares 970 Est. Cost $10.33 Unrealized -19.4%
ASMIY ASM INTERNATIONAL N.V. 0.0%
Value ($000) $7 Shares 12 Est. Cost $601.00 Unrealized
NTDOY NINTENDO LTD ADR UNSPON 0.0%
Value ($000) $7 Shares 337 Est. Cost $21.34 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $7 Shares 16 Est. Cost $328.15 Unrealized +46.2%
TQMIX AMG TIMES SQUARE MID CAP GROWTH FUND CLASS I 0.0%
Value ($000) $7 Shares 368 Est. Cost $19.40 Unrealized
FFIV F5 INC 0.0%
Value ($000) $7 Shares 22 Est. Cost $279.63 Unrealized +11.9%
MQGIX MFS INTERNATIONAL GROWTH FUND CLASS I 0.0%
Value ($000) $7 Shares 124 Est. Cost $56.26 Unrealized
BEXIX BARON EMERGING MARKETS FUND INST'L CLASS 0.0%
Value ($000) $7 Shares 341 Est. Cost $19.75 Unrealized
MKC MCCORMICK & CO INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $73.41 Unrealized -5.9%
PULS PGIM ETF TR ULTRA SHORT 0.0%
Value ($000) $7 Shares 132 Est. Cost $49.83 Unrealized
LINK INTERLINK ELECTRONICS INC. 0.0%
Value ($000) $7 Shares 517 Est. Cost $5.59 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.0%
Value ($000) $7 Shares 11 Est. Cost $596.00 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $6 Shares 271 Est. Cost $28.10 Unrealized -13.3%
LZEMX LAZARD EMERGING MARKETS EQUITY FUND INST'L CLASS 0.0%
Value ($000) $6 Shares 280 Est. Cost $23.04 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $6 Shares 79 Est. Cost $71.29 Unrealized +4.3%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $6 Shares 138 Est. Cost $42.60 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $57.43 Unrealized -5.6%
EXPGY EXPERIAN PLC SPON ADR 0.0%
Value ($000) $6 Shares 126 Est. Cost $50.21 Unrealized
WFMIX ALLSPRING SPECIAL MID CAP VALUE FUND INST'L CLASS 0.0%
Value ($000) $6 Shares 123 Est. Cost $50.34 Unrealized
DODGX DODGE & COX STOCK FUND 0.0%
Value ($000) $6 Shares 22 Est. Cost $277.36 Unrealized
FSEIX NUVEEN MID CAP VALUE FUND CLASS I 0.0%
Value ($000) $6 Shares 101 Est. Cost $59.44 Unrealized
UCON FIRST TRUST SMITH UNCONSTRAINED 0.0%
Value ($000) $6 Shares 237 Est. Cost $24.45 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $59.12 Unrealized +89.6%
LLPFX LONGLEAF PARTNERS PARTNERS FUND NO-LOAD 0.0%
Value ($000) $6 Shares 231 Est. Cost $24.20 Unrealized
VWUAX VANGUARD US GROWTH FUND ADMIRAL CLASS 0.0%
Value ($000) $6 Shares 26 Est. Cost $214.77 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $109.05 Unrealized 0.0%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $102.27 Unrealized +76.2%
JMIEX JP MORGAN EMERGING MARKETS EQUITY FUND CLASS L 0.0%
Value ($000) $6 Shares 136 Est. Cost $40.57 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $514.77 Unrealized -41.3%
ITT ITT INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $167.78 Unrealized 0.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $50.31 Unrealized
SFNNX SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY INDEX FUND 0.0%
Value ($000) $5 Shares 393 Est. Cost $13.51 Unrealized
JMUEX JP MORGAN US EQUITY FUND CLASS L 0.0%
Value ($000) $5 Shares 186 Est. Cost $28.29 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 174 Est. Cost $14.43 Unrealized +138.1%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.17 Unrealized +58.1%
SLVM SYLVAMO CORP 0.0%
Value ($000) $5 Shares 116 Est. Cost $44.63 Unrealized +1.7%
SANDSTORM GOLD LTD COM NEW 0.0%
Value ($000) $5 Shares 400 Est. Cost $5.00 Unrealized
LOGC CONTEXTLOGIC HOLDINGS INC 0.0%
Value ($000) $5 Shares 624 Est. Cost $7.98 Unrealized
PRBLX PARNASSUS CORE EQUITY FUND INVESTOR CLASS 0.0%
Value ($000) $5 Shares 76 Est. Cost $65.42 Unrealized
DFEOX DFA U.S. CORE EQUITY 1 FUND INST'L CLASS 0.0%
Value ($000) $5 Shares 102 Est. Cost $48.43 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $5 Shares 600 Est. Cost $18.11 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized +2.9%
CDE COEUR MINING INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $3.92 Unrealized +212.1%
OKTA OKTA INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $93.37 Unrealized 0.0%
GQJIX GQG PARTNERS INTL QLTY DIV INC INS 0.0%
Value ($000) $5 Shares 394 Est. Cost $11.48 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $116.48 Unrealized +16.5%
BIMBX BLACKROCK SYSTEMATIC MULTI STRATEGY FUND INST'L CLASS 0.0%
Value ($000) $5 Shares 432 Est. Cost $10.42 Unrealized
JPLD JMORGAN LIMITED DURATION BOND 0.0%
Value ($000) $4 Shares 85 Est. Cost $52.47 Unrealized
PIMIX PIMCO INCOME FUND INST'L CLASS 0.0%
Value ($000) $4 Shares 408 Est. Cost $10.88 Unrealized
NGD NEW GOLD INC 0.0%
Value ($000) $4 Shares 600 Est. Cost $3.36 Unrealized +61.1%
VUSB VANGUARD ULTRA-SHORT BD ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $50.00 Unrealized
CMNIX CALAMOS MKT NEUTRAL INCOME FUND CLASS I 0.0%
Value ($000) $4 Shares 269 Est. Cost $15.64 Unrealized
SCZ ISHARES TR MSCI EAFE SMALL CAP INDEX FD 0.0%
Value ($000) $4 Shares 54 Est. Cost $61.23 Unrealized
TECH BIO-TECHNE CORP COM 0.0%
Value ($000) $4 Shares 74 Est. Cost $78.25 Unrealized -31.7%
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $22.79 Unrealized +30.4%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $4 Shares 2,507 Est. Cost $5.19 Unrealized
WBD WARNER BROS DISCOVERY 0.0%
Value ($000) $4 Shares 203 Est. Cost $14.23 Unrealized -4.2%
AMR ALPHA METALLURGICAL RESOURCES INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $13.54 Unrealized +924.2%
VSOIX VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY FUND CLASS I 0.0%
Value ($000) $4 Shares 80 Est. Cost $47.51 Unrealized
HL HECLA MINING COMPANY 0.0%
Value ($000) $4 Shares 310 Est. Cost $2.94 Unrealized +173.1%
ECSWX EMBARK COMMODITY STRATEGY FUND INST'L CLASS 0.0%
Value ($000) $4 Shares 336 Est. Cost $11.13 Unrealized
VGT VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS 0.0%
Value ($000) $4 Shares 5 Est. Cost $746.60 Unrealized
OXY/WS OCCIDENTAL PETE CORP SR 0.0%
Value ($000) $4 Shares 143 Est. Cost $3.02 Unrealized
BSFIX BARON SMALL CAP FUND INST'L CLASS 0.0%
Value ($000) $4 Shares 108 Est. Cost $33.31 Unrealized
OCANF OCEANAGOLD CORP 0.0%
Value ($000) $4 Shares 166 Est. Cost $16.80 Unrealized 0.0%
DBLSX DOUBLELINE LOW DURATION BOND FUND CLASS I 0.0%
Value ($000) $4 Shares 363 Est. Cost $9.66 Unrealized
USFR WISDOMTREE FLOATING RATE 0.0%
Value ($000) $3 Shares 69 Est. Cost $50.28 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH EHHANCED EQUITY ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $73.53 Unrealized
IT GARTNER GROUP CL A 0.0%
Value ($000) $3 Shares 13 Est. Cost $322.72 Unrealized -9.6%
ACA ARCOSA INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.51 Unrealized +73.6%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $197.54 Unrealized +13.8%
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $92.23 Unrealized +5.1%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $3 Shares 486 Est. Cost $20.23 Unrealized -65.9%
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $3 Shares 806 Est. Cost $3.77 Unrealized 0.0%
PAAIX PIMCO ALL ASSET FUND INST'L CLASS 0.0%
Value ($000) $3 Shares 272 Est. Cost $11.63 Unrealized
VFSUX VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL CLASS 0.0%
Value ($000) $3 Shares 299 Est. Cost $10.51 Unrealized
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value ($000) $3 Shares 84 Est. Cost $37.27 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $3 Shares 16 Est. Cost $194.50 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $174.30 Unrealized +26.4%
BTC GRAYSCALE BITCION MINI TR BTC 0.0%
Value ($000) $3 Shares 59 Est. Cost $41.13 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON ADR 0.0%
Value ($000) $3 Shares 24 Est. Cost $122.29 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 0.0%
Value ($000) $3 Shares 14 Est. Cost $200.78 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $121.50 Unrealized -2.9%
TQAIX T ROWE PRICE INTGRTD US SMALL CAP GROWTH EQ FD CLASS I 0.0%
Value ($000) $3 Shares 61 Est. Cost $47.66 Unrealized
MSTR STRATEGY INC COMMON STOCK 0.0%
Value ($000) $3 Shares 9 Est. Cost $371.01 Unrealized 0.0%
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 250 Est. Cost $6.69 Unrealized
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $321.41 Unrealized -15.3%
CIVIX CAUSEWAY INTERNATIONAL VALUE FUND INST'L CLASS 0.0%
Value ($000) $3 Shares 117 Est. Cost $23.91 Unrealized
CLH CLEAN HARBORS, INC. 0.0%
Value ($000) $3 Shares 12 Est. Cost $81.27 Unrealized +191.3%
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $3 Shares 250 Est. Cost $15.38 Unrealized -21.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $24.04 Unrealized -22.3%
FUN SIX FLAGS ENTERTAINMENT CORP. 0.0%
Value ($000) $3 Shares 113 Est. Cost $45.74 Unrealized -41.9%
SCHA SCHWAB STRATEGIC TR US SMALL CAP ETF 0.0%
Value ($000) $3 Shares 91 Est. Cost $25.30 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.79 Unrealized -9.3%
ASM AVINO SILVER & GOLD MINES LTD COM 0.0%
Value ($000) $2 Shares 450 Est. Cost $2.69 Unrealized +49.8%
FJPNX FIDELITY JAPAN FUND RETAIL CLASS 0.0%
Value ($000) $2 Shares 109 Est. Cost $20.98 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $2 Shares 173 Est. Cost $22.89 Unrealized -36.1%
PCLIX PIMCO COMMODITIES PLUS STRATEGY FUND INST'L CLASS 0.0%
Value ($000) $2 Shares 323 Est. Cost $6.80 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $2 Shares 41 Est. Cost $53.24 Unrealized
MFS INTL VALUE FUND CLASS A 0.0%
Value ($000) $2 Shares 47 Est. Cost $45.74 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $78.93 Unrealized
JOEMX JOHCM EMERGING MARKETS OPPS FUND INST'L CLASS 0.0%
Value ($000) $2 Shares 143 Est. Cost $14.78 Unrealized
VBILX VANGUARD INTERM-TERM BOND INDEX FUND ADMIRAL CLASS 0.0%
Value ($000) $2 Shares 194 Est. Cost $10.57 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.10 Unrealized -8.5%
ZION ZIONS BANCORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.34 Unrealized +17.5%
FLEX FLEX LTD 0.0%
Value ($000) $2 Shares 34 Est. Cost $35.26 Unrealized +50.7%
HAL HALLIBURTON CO. 0.0%
Value ($000) $2 Shares 77 Est. Cost $30.33 Unrealized -27.9%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $175.16 Unrealized -5.7%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value ($000) $2 Shares 35 Est. Cost $52.34 Unrealized
FSM FORTUNA MINING CORP. 0.0%
Value ($000) $2 Shares 200 Est. Cost $6.19 Unrealized +17.8%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $73.29 Unrealized
FZAEX FIDELITY ADVISOR FOCUSED EMERGING MARKETS CLASS Z 0.0%
Value ($000) $2 Shares 42 Est. Cost $40.48 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $47.53 Unrealized
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.24 Unrealized -1.6%
FBGRX FIDELITY BLUE CHIP GROWTH FUND RETAIL CLASS 0.0%
Value ($000) $1 Shares 6 Est. Cost $249.17 Unrealized
GQGIX GQG PARTNERS EMERGING MARKETS EQUITY FUND INST'L CLASS 0.0%
Value ($000) $1 Shares 85 Est. Cost $17.55 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.45 Unrealized +26.1%
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $112.65 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.07 Unrealized -2.5%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $372.04 Unrealized -46.1%
REEAX RBC EMERGING MARKETS EQUITY FUND CLASS A 0.0%
Value ($000) $1 Shares 87 Est. Cost $16.32 Unrealized
GUGGENHEIM CREDIT INCOME FUND 2016 T 0.0%
Value ($000) $1 Shares 5,646 Est. Cost $0.25 Unrealized
FOSFX FIDELITY OVERSEAS FUND RETAIL CLASS 0.0%
Value ($000) $1 Shares 19 Est. Cost $74.26 Unrealized
GAIN GLADSTONE INVESTMENT CORPORATION - CLOSED END FUND 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.89 Unrealized +5.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $1 Shares 118 Est. Cost $10.02 Unrealized
EMPYF EMPRESS ROYALTY CORP 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $0.63 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $383.93 Unrealized +11.5%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $67.91 Unrealized +27.3%
ACGL ARCH CAPITAL GROUP LTD. 0.0%
Value ($000) $1 Shares 14 Est. Cost $98.18 Unrealized -8.7%
BTG B2GOLD CORP SHS ISIN#CA11777Q2099 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.73 Unrealized +44.2%
RYN RAYONIER INC COM 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.54 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.87 Unrealized +14.7%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
CIVVX CAUSEWAY INTERNATIONAL VALUE FUND INVESTOR CLASS 0.0%
Value ($000) $1 Shares 48 Est. Cost $23.83 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $65.88 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $256.50 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $565.30 Unrealized 0.0%
TTD TRADE DESK INC/THE CLASS A 0.0%
Value ($000) $1 Shares 20 Est. Cost $63.45 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.15 Unrealized -5.5%
SNY SANOFI 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.28 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $12.55 Unrealized +114.9%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $75.08 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.34 Unrealized
CSRSX COHEN & STEERS REALTY SHARES FUND NO-LOAD 0.0%
Value ($000) $1 Shares 13 Est. Cost $66.46 Unrealized
OAKMX OAKMARK OAKMARK FUND INVESTOR CLASS 0.0%
Value ($000) $1 Shares 5 Est. Cost $158.00 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.76 Unrealized +22.5%
RUM RUMBLE ORD SHS CLASS A 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.89 Unrealized +38.8%
WCMRX WCM FOCUSED INT'L GROWTH FUND INV CL 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.58 Unrealized
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.90 Unrealized
FIADX FIDELITY ADVISOR INT'L DISCOVERY FUND CLASS I 0.0%
Value ($000) $1 Shares 12 Est. Cost $57.33 Unrealized
SCIEX HARTFORD SCHRODERS INTERNATIONAL STOCK FUND CLASS I 0.0%
Value ($000) $1 Shares 31 Est. Cost $21.61 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 46 Est. Cost $25.42 Unrealized -51.2%
GOOD GLADSTONE COMMERCIAL CORPORATION - COMMON STOCK 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.34 Unrealized
CVMAX CALVERT EMERGING MARKETS EQUITY FUND CLASS A 0.0%
Value ($000) $1 Shares 28 Est. Cost $21.89 Unrealized
NIO NIO INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $3.72 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 359 Est. Cost $2.82 Unrealized -60.6%
GLAD GLADSTONE CAPITAL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.12 Unrealized +3.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.29 Unrealized +36.6%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.19 Unrealized +0.6%
AVLV AVANTIS US LARGE CAP VALUE ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.29 Unrealized
UAA UNDER ARMOUR INC CL A COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $6.23 Unrealized -6.4%
NAVI NAVIENT CORP COM 0.0%
Value ($000) $0 Shares 37 Est. Cost $15.39 Unrealized -11.8%
UA UNDER AMOUR INC CL C 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.90 Unrealized -5.2%
THVB THOMASVILLE BANCSHARES INC GA COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $84.09 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.38 Unrealized +33.9%
FULIX FEDERATED HERMES ULTRASHORT BOND FUND INST'L SHARES 0.0%
Value ($000) $0 Shares 43 Est. Cost $9.37 Unrealized
FZAJX FIDELITY ADVISOR INTERNATIONAL GROWTH FUND CLASS Z 0.0%
Value ($000) $0 Shares 17 Est. Cost $23.35 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
NXT NEXTRACKER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.20 Unrealized +21.1%
AES AES CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $16.44 Unrealized -22.3%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $21.51 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.67 Unrealized +67.3%
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.40 Unrealized
FOXA FOX CORP SR GLBL NT 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized +62.9%
OAKIX OAKMARK INTERNATIONAL FUND INVESTOR CLASS 0.0%
Value ($000) $0 Shares 9 Est. Cost $31.67 Unrealized
CEMVX CAUSEWAY EMERGING MARKETS FUND INVESTOR CLASS 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.79 Unrealized
FEMKX FIDELITY EMERGING MARKETS FUND RETAIL CLASS 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.60 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +6.5%
EFAV ISHARES MSCI EAFE MINIMUM VOLATILITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $85.00 Unrealized
BNT BROOKFIELD WEALTH SOL LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.31 Unrealized +41.3%
VHI VALHI INC NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $16.75 Unrealized 0.0%
OGN Organon & Co. 0.0%
Value ($000) $0 Shares 11 Est. Cost $29.51 Unrealized -66.9%
AI C3.AI, INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.88 Unrealized 0.0%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.59 Unrealized -74.1%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.77 Unrealized +87.1%
YETI YETI HOLDINGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.31 Unrealized -21.1%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
BRCC BRC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.58 Unrealized -65.1%
LFSWF LIFEIST WELLNESS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.07 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $0.00 Unrealized 0.0%
WAVE SYS CORP CL A NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FEDNAT HOLDING COMPANY 0.0%
Value ($000) $0 Shares 1,110 Est. Cost Unrealized
ATP OIL & GAS CORPORATION 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
FELLOWS ENERGY LTD COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
LL FLOORING HLDGS INC 0.0%
Value ($000) $0 Shares 800 Est. Cost Unrealized