Oakworth Capital, Inc. Diversified Active

Location: Birmingham, AL

CIK: 0001588871 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $1.832B (100.0% shares, 0.0% debt)

Holdings (863)

IWD ISHARES RUSSELL 1000 VALUE (MKT) 9.6%
Value $176M Shares 835,036 Est. Cost $141.76 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 9.1%
Value $167M Shares 352,983 Est. Cost $150.79 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 8.4%
Value $154M Shares 2,077,828 Est. Cost $73.60 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 7.6%
Value $139M Shares 2,221,405 Est. Cost $47.41 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 6.2%
Value $114M Shares 1,185,497 Est. Cost $70.20 Unrealized
SHV ISHARES 0-1 YEAR TREASURY BOND 6.1%
Value $112M Shares 1,013,393 Est. Cost $110.36 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 5.1%
Value $93.92M Shares 1,177,936 Est. Cost $78.43 Unrealized
JPM JP MORGAN CHASE & CO 3.5%
Value $63.35M Shares 196,605 Est. Cost $81.58 Unrealized +279.4%
GOOG ALPHABET INC SR 3.0%
Value $54.98M Shares 175,205 Est. Cost $109.92 Unrealized +160.5%
GLD SPDR GOLD SHARES (MKT) 2.9%
Value $53.21M Shares 134,267 Est. Cost $196.51 Unrealized
WMT WALMART INC 2.4%
Value $44.41M Shares 398,586 Est. Cost $52.45 Unrealized +104.4%
VGIT VANGUARD INTER-TRM TREAS INDEX 2.4%
Value $44.38M Shares 740,593 Est. Cost $59.39 Unrealized
AAPL APPLE INC 2.3%
Value $41.92M Shares 154,194 Est. Cost $91.60 Unrealized +193.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME 2.2%
Value $40.82M Shares 713,164 Est. Cost $55.65 Unrealized
OEF ISHARES S&P 100 (MKT) 1.9%
Value $35.29M Shares 102,883 Est. Cost $114.29 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.7%
Value $30.94M Shares 257,477 Est. Cost $105.35 Unrealized
XLE STATE STREET ENERGY SELECT 1.6%
Value $29.49M Shares 659,541 Est. Cost $62.89 Unrealized
XLK STATE STREET TECHNOLOGY SELECT 1.6%
Value $29.43M Shares 204,449 Est. Cost $102.00 Unrealized
VOO VANGUARD S&P 500 ETF 1.6%
Value $29.2M Shares 46,561 Est. Cost $568.29 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 1.5%
Value $26.73M Shares 410,620 Est. Cost $84.39 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $22.61M Shares 46,755 Est. Cost $108.36 Unrealized +362.0%
SPY SPDR S&P 500 (MKT) 1.1%
Value $20.93M Shares 30,686 Est. Cost $291.94 Unrealized
CMA COMERICA INC 1.1%
Value $20.68M Shares 237,862 Est. Cost $42.28 Unrealized +89.2%
GD GENERAL DYNAMICS CORP 1.0%
Value $18.85M Shares 55,992 Est. Cost $215.83 Unrealized +57.9%
NVDA NVIDIA CORP 0.8%
Value $14.6M Shares 78,294 Est. Cost $94.43 Unrealized +97.1%
GOOGL ALPHABET INC SR 0.5%
Value $8.577M Shares 27,402 Est. Cost $123.65 Unrealized +131.0%
OAKC OAKWORTH CAP INC 0.4%
Value $7.696M Shares 199,885 Est. Cost $32.06 Unrealized +8.2%
AMZN AMAZON COM INC 0.3%
Value $6.254M Shares 27,096 Est. Cost $144.05 Unrealized +58.8%
AVGO BROADCOM INC SR GLBL 0.3%
Value $6.065M Shares 17,523 Est. Cost $190.23 Unrealized +87.7%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value $5.514M Shares 10,969 Est. Cost $268.96 Unrealized +85.0%
XOM EXXON MOBIL CORP 0.2%
Value $4.509M Shares 37,467 Est. Cost $79.13 Unrealized +45.9%
SO SOUTHERN CO 0.2%
Value $4.414M Shares 50,614 Est. Cost $65.45 Unrealized +38.9%
VBIAX VANGUARD BALANCED INDEX FUND ADMIRAL CLASS 0.2%
Value $4.395M Shares 84,834 Est. Cost $52.45 Unrealized
MRK MERCK & CO INC 0.2%
Value $4.395M Shares 41,756 Est. Cost $76.03 Unrealized +22.6%
LLY ELI LILLY & CO 0.2%
Value $4.36M Shares 4,057 Est. Cost $203.40 Unrealized +369.8%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value $4.163M Shares 6,078 Est. Cost $341.16 Unrealized
GL GLOBE LIFE INC 0.2%
Value $4.077M Shares 29,153 Est. Cost $99.46 Unrealized +36.2%
JNJ JOHNSON & JOHNSON 0.2%
Value $3.917M Shares 18,927 Est. Cost $100.97 Unrealized +95.1%
KO COCA COLA CO SR GLBL NT 0.2%
Value $3.367M Shares 48,158 Est. Cost $42.73 Unrealized +62.4%
HD HOME DEPOT INC 0.2%
Value $3.284M Shares 9,545 Est. Cost $211.43 Unrealized +72.4%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value $3.144M Shares 47,632 Est. Cost $78.98 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value $3.095M Shares 20,305 Est. Cost $96.79 Unrealized +56.4%
MU MICRON TECHNOLOGY INC 0.2%
Value $2.929M Shares 10,261 Est. Cost $34.62 Unrealized +562.5%
ORCL ORACLE CORP SR GLBL NT 0.2%
Value $2.925M Shares 15,006 Est. Cost $47.60 Unrealized +400.2%
V VISA INC COM CL A 0.2%
Value $2.812M Shares 8,017 Est. Cost $178.74 Unrealized +90.4%
PG PROCTER & GAMBLE CO 0.1%
Value $2.635M Shares 18,389 Est. Cost $102.24 Unrealized +44.0%
FSLR FIRST SOLAR INC 0.1%
Value $2.459M Shares 9,413 Est. Cost $187.80 Unrealized +34.3%
ABBV ABBVIE INC SR NT 0.1%
Value $2.433M Shares 10,646 Est. Cost $88.82 Unrealized +156.2%
UNP UNION PAC CORP 0.1%
Value $2.298M Shares 9,935 Est. Cost $121.04 Unrealized +87.8%
LRCX LAM RESEARCH CORP 0.1%
Value $2.278M Shares 13,310 Est. Cost $75.04 Unrealized +107.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $2.259M Shares 6,844 Est. Cost $316.62 Unrealized +6.5%
CSCO CISCO SYSTEMS INC 0.1%
Value $2.228M Shares 28,922 Est. Cost $31.61 Unrealized +133.4%
ACWX ISHARES MSCI ACWI EX US 0.1%
Value $2.138M Shares 31,852 Est. Cost $52.10 Unrealized
SYK STRYKER CORP 0.1%
Value $2.113M Shares 6,012 Est. Cost $114.69 Unrealized +216.9%
MAA MID-AMER APT CMNTYS INC 0.1%
Value $2.109M Shares 15,180 Est. Cost $94.58 Unrealized +40.6%
CAT CATERPILLAR INC 0.1%
Value $2.013M Shares 3,514 Est. Cost $246.48 Unrealized +125.4%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value $1.949M Shares 3,994 Est. Cost $305.40 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $1.894M Shares 3,083 Est. Cost $355.53 Unrealized
DFAC DFA US CORE EQUITY 2 ETF 0.1%
Value $1.877M Shares 47,413 Est. Cost $29.02 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.1%
Value $1.798M Shares 2,085 Est. Cost $412.08 Unrealized +119.8%
MCD MCDONALDS CORP 0.1%
Value $1.783M Shares 5,835 Est. Cost $178.08 Unrealized +71.3%
NEE NEXTERA ENERGY INC 0.1%
Value $1.782M Shares 22,195 Est. Cost $61.28 Unrealized +34.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $1.524M Shares 56,253 Est. Cost $14.47 Unrealized +75.3%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL CLASS 0.1%
Value $1.524M Shares 16,399 Est. Cost $97.56 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value $1.495M Shares 9,948 Est. Cost $86.69 Unrealized +69.6%
MA MASTERCARD INC 0.1%
Value $1.464M Shares 2,564 Est. Cost $267.52 Unrealized +108.9%
AXP AMERICAN EXPRESS CO 0.1%
Value $1.448M Shares 3,913 Est. Cost $94.98 Unrealized +275.9%
BAC BANK OF AMERICA CORP 0.1%
Value $1.376M Shares 25,025 Est. Cost $32.13 Unrealized +63.9%
TJX TJX COS INC NEW 0.1%
Value $1.376M Shares 8,958 Est. Cost $51.51 Unrealized +186.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $1.376M Shares 4,104 Est. Cost $165.78 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value $1.361M Shares 5,642 Est. Cost $104.34 Unrealized +129.9%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.1%
Value $1.348M Shares 9,066 Est. Cost $101.51 Unrealized
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.1%
Value $1.322M Shares 80,319 Est. Cost $28.20 Unrealized
PEP PEPSICO INC 0.1%
Value $1.295M Shares 9,023 Est. Cost $96.74 Unrealized +50.8%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value $1.293M Shares 5,025 Est. Cost $181.36 Unrealized +46.0%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value $1.292M Shares 7,285 Est. Cost $155.32 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $1.225M Shares 2,114 Est. Cost $354.02 Unrealized +59.6%
SLV ISHARES SILVER TRUST (MKT) 0.1%
Value $1.224M Shares 19,000 Est. Cost $40.24 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value $1.216M Shares 4,264 Est. Cost $137.87 Unrealized +112.6%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value $1.159M Shares 9,401 Est. Cost $81.89 Unrealized
META META PLATFORMS INC 0.1%
Value $1.156M Shares 1,752 Est. Cost $525.38 Unrealized +27.0%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value $1.139M Shares 20,811 Est. Cost $42.54 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $1.083M Shares 22,015 Est. Cost $39.01 Unrealized +17.4%
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value $1.081M Shares 3,435 Est. Cost $95.25 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $1.078M Shares 6,626 Est. Cost $58.12 Unrealized +220.7%
ETN EATON CORP PLC 0.1%
Value $1.067M Shares 3,349 Est. Cost $196.52 Unrealized +80.3%
CATH GLOBAL X FUNDS 0.1%
Value $1.008M Shares 12,257 Est. Cost $60.15 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value $970K Shares 3,475 Est. Cost $212.88 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $947K Shares 7,558 Est. Cost $85.33 Unrealized +49.2%
HSY HERSHEY CO 0.1%
Value $946K Shares 5,200 Est. Cost $116.95 Unrealized +55.7%
EFA ISHARES MSCI EAFE (MKT) 0.1%
Value $937K Shares 9,755 Est. Cost $75.37 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value $908K Shares 39,453 Est. Cost $22.83 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $908K Shares 1,877 Est. Cost $210.30 Unrealized +126.4%
CI THE CIGNA GROUP 0.0%
Value $897K Shares 3,258 Est. Cost $241.40 Unrealized +15.7%
AMAT APPLIED MATERIALS INC 0.0%
Value $896K Shares 3,488 Est. Cost $124.95 Unrealized +91.7%
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value $878K Shares 12,235 Est. Cost $28.48 Unrealized +156.3%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.0%
Value $876K Shares 9,040 Est. Cost $96.40 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value $876K Shares 11,313 Est. Cost $123.08 Unrealized -34.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $874K Shares 2,949 Est. Cost $150.54 Unrealized +98.5%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value $872K Shares 3,005 Est. Cost $178.27 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $856K Shares 3,158 Est. Cost $103.61 Unrealized +141.9%
TSLA TESLA INC 0.0%
Value $822K Shares 1,828 Est. Cost $240.49 Unrealized +84.3%
RTX RTX CORPORATION 0.0%
Value $814K Shares 4,437 Est. Cost $61.94 Unrealized +179.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value $809K Shares 5,046 Est. Cost $70.51 Unrealized +117.8%
BLK BLACKROCK INC 0.0%
Value $808K Shares 755 Est. Cost $996.59 Unrealized +9.3%
AZN ASTRAZENECA PLC 0.0%
Value $773K Shares 8,408 Est. Cost $59.50 Unrealized
DIS DISNEY WALT CO 0.0%
Value $764K Shares 6,717 Est. Cost $104.86 Unrealized +4.5%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $750K Shares 2,205 Est. Cost $200.25 Unrealized +54.6%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value $744K Shares 3,816 Est. Cost $160.83 Unrealized +21.3%
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value $741K Shares 14,101 Est. Cost $52.53 Unrealized
CSX CSX CORP 0.0%
Value $729K Shares 20,108 Est. Cost $30.44 Unrealized +17.3%
STLD STEEL DYNAMICS INC 0.0%
Value $719K Shares 4,246 Est. Cost $114.31 Unrealized +38.5%
DE DEERE & CO 0.0%
Value $705K Shares 1,514 Est. Cost $146.45 Unrealized +219.3%
QCOM QUALCOMM INC 0.0%
Value $701K Shares 4,098 Est. Cost $135.27 Unrealized +26.3%
ZTS ZOETIS INC 0.0%
Value $678K Shares 5,392 Est. Cost $173.62 Unrealized -25.0%
WM WASTE MANAGEMENT INC 0.0%
Value $671K Shares 3,055 Est. Cost $85.37 Unrealized +149.0%
DINO HF SINCLAIR CORPORATION 0.0%
Value $659K Shares 14,305 Est. Cost $41.10 Unrealized +24.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $655K Shares 1,682 Est. Cost $327.93 Unrealized +26.1%
NPO ENPRO INC 0.0%
Value $652K Shares 3,044 Est. Cost $80.45 Unrealized +174.9%
JOE ST JOE CO 0.0%
Value $611K Shares 10,296 Est. Cost $15.81 Unrealized +254.2%
AMGN AMGEN INC 0.0%
Value $607K Shares 1,854 Est. Cost $254.82 Unrealized +24.0%
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value $597K Shares 13,974 Est. Cost $61.10 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $595K Shares 2,061 Est. Cost $132.66 Unrealized +117.6%
DFUV DFA US MARKETWIDE VALUE ETF 0.0%
Value $592K Shares 12,717 Est. Cost $37.27 Unrealized
MMM 3M CO 0.0%
Value $578K Shares 3,611 Est. Cost $105.99 Unrealized +54.0%
GILD GILEAD SCIENCES INC 0.0%
Value $576K Shares 4,689 Est. Cost $63.84 Unrealized +89.3%
GPC GENUINE PARTS CO 0.0%
Value $575K Shares 4,680 Est. Cost $116.90 Unrealized +10.1%
CB CHUBB LIMITED 0.0%
Value $555K Shares 1,777 Est. Cost $214.99 Unrealized +36.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $547K Shares 10,146 Est. Cost $46.60 Unrealized +2.0%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value $541K Shares 1,111 Est. Cost $203.30 Unrealized +129.1%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value $530K Shares 2,150 Est. Cost $152.68 Unrealized +62.1%
MS MORGAN STANLEY 0.0%
Value $519K Shares 2,923 Est. Cost $75.96 Unrealized +119.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value $509K Shares 3,013 Est. Cost $135.85 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $507K Shares 5,074 Est. Cost $76.04 Unrealized +24.6%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value $486K Shares 9,726 Est. Cost $41.40 Unrealized +19.6%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value $469K Shares 1,820 Est. Cost $166.91 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value $469K Shares 1,453 Est. Cost $274.98 Unrealized
VTV VANGUARD VALUE INDEX FUND ETF 0.0%
Value $467K Shares 2,446 Est. Cost $130.70 Unrealized
SYY SYSCO CORP 0.0%
Value $459K Shares 6,234 Est. Cost $53.52 Unrealized +41.1%
GE GE AEROSPACE 0.0%
Value $456K Shares 1,479 Est. Cost $238.12 Unrealized +26.3%
RSPT INVESCO S&P500 EQUAL WEIGHT TECH 0.0%
Value $455K Shares 10,000 Est. Cost $32.64 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value $452K Shares 3,856 Est. Cost $66.92 Unrealized +81.7%
INTU INTUIT 0.0%
Value $448K Shares 676 Est. Cost $266.87 Unrealized +147.6%
CTRA COTERRA ENERGY INC 0.0%
Value $444K Shares 16,881 Est. Cost $13.82 Unrealized +81.6%
EMR EMERSON ELECTRIC CO 0.0%
Value $444K Shares 3,342 Est. Cost $72.79 Unrealized +81.9%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $437K Shares 1,771 Est. Cost $175.02 Unrealized +43.8%
GEV GE VERNOVA INC 0.0%
Value $425K Shares 651 Est. Cost $443.19 Unrealized +37.4%
NFLX NETFLIX INC 0.0%
Value $418K Shares 4,453 Est. Cost $105.31 Unrealized +2.4%
PFE PFIZER INC 0.0%
Value $416K Shares 16,689 Est. Cost $21.04 Unrealized +19.0%
APGYX AB LARGE CAP GROWTH FUND ADVISOR CLASS 0.0%
Value $415K Shares 3,677 Est. Cost $122.72 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $410K Shares 1,586 Est. Cost $90.19 Unrealized +193.0%
DFAT U S TARGET VALUE ETF 0.0%
Value $405K Shares 6,799 Est. Cost $45.66 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS INC 0.0%
Value $404K Shares 10,809 Est. Cost $33.47 Unrealized -1.8%
EXEL EXELIXIS INC COM 0.0%
Value $402K Shares 9,175 Est. Cost $20.88 Unrealized +98.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $401K Shares 8,078 Est. Cost $53.27 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $396K Shares 4,234 Est. Cost $91.41 Unrealized -1.5%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $390K Shares 16,731 Est. Cost $9.59 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $389K Shares 1,816 Est. Cost $118.85 Unrealized +89.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $388K Shares 4,072 Est. Cost $50.82 Unrealized +92.9%
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $388K Shares 7,200 Est. Cost $53.86 Unrealized
JBL JABIL CIRCUIT INC 0.0%
Value $386K Shares 1,695 Est. Cost $120.79 Unrealized +76.6%
VONE VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS 0.0%
Value $386K Shares 1,250 Est. Cost $302.35 Unrealized
FCN FTI CONSULTING INC 0.0%
Value $386K Shares 2,258 Est. Cost $120.81 Unrealized +36.5%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value $383K Shares 2,713 Est. Cost $78.90 Unrealized
PIMIX PIMCO INCOME FUND INST'L CLASS 0.0%
Value $381K Shares 34,660 Est. Cost $10.99 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $381K Shares 2,684 Est. Cost $123.68 Unrealized +17.1%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value $379K Shares 1,307 Est. Cost $207.04 Unrealized +35.5%
ADSK AUTODESK INC 0.0%
Value $366K Shares 1,238 Est. Cost $180.35 Unrealized +67.8%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value $363K Shares 1,195 Est. Cost $237.02 Unrealized
T AT&T INC 0.0%
Value $358K Shares 14,411 Est. Cost $22.63 Unrealized +11.7%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value $350K Shares 3,384 Est. Cost $85.65 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value $349K Shares 1,587 Est. Cost $133.07 Unrealized
R RYDER SYSTEMS INC 0.0%
Value $346K Shares 1,810 Est. Cost $180.37 Unrealized -0.4%
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $346K Shares 8,000 Est. Cost $43.25 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $344K Shares 4,359 Est. Cost $74.29 Unrealized +5.4%
MDLZ MONDELEZ INTL INC 0.0%
Value $344K Shares 6,388 Est. Cost $63.59 Unrealized -10.3%
COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL CLASS 0.0%
Value $343K Shares 9,456 Est. Cost $36.80 Unrealized
NVS NOVARTIS AG 0.0%
Value $338K Shares 2,455 Est. Cost $89.00 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $338K Shares 1,336 Est. Cost $198.01 Unrealized
REAVES UTIL INCOME FD COM SHS BEN INT 0.0%
Value $329K Shares 9,000 Est. Cost $27.32 Unrealized
AFL AFLAC INC 0.0%
Value $327K Shares 2,962 Est. Cost $62.08 Unrealized +76.9%
LIN LINDE PLC 0.0%
Value $324K Shares 760 Est. Cost $423.62 Unrealized +0.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $323K Shares 1,818 Est. Cost $47.73 Unrealized +279.3%
C CITIGROUP INC 0.0%
Value $318K Shares 2,727 Est. Cost $50.80 Unrealized +104.0%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value $318K Shares 2,969 Est. Cost $104.48 Unrealized
WFC WELLS FARGO & CO 0.0%
Value $316K Shares 3,392 Est. Cost $51.39 Unrealized +68.6%
BWXT BWX TECHNOLOGIES INC 0.0%
Value $315K Shares 1,822 Est. Cost $122.10 Unrealized +53.5%
BDX BECTON DICKINSON & CO 0.0%
Value $302K Shares 1,555 Est. Cost $160.38 Unrealized +18.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $298K Shares 3,500 Est. Cost $62.67 Unrealized +31.0%
COF CAPITAL ONE FINL CORP 0.0%
Value $296K Shares 1,222 Est. Cost $180.94 Unrealized +22.8%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL CLASS 0.0%
Value $294K Shares 466 Est. Cost $617.92 Unrealized
DFSTX DFA U.S. SMALL CAP FUND INST'L CLASS 0.0%
Value $293K Shares 5,604 Est. Cost $52.14 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value $293K Shares 333 Est. Cost $380.64 Unrealized +113.7%
FBTC FIDELITY WISE ORIGIN BITCOIN ETF 0.0%
Value $292K Shares 3,836 Est. Cost $81.56 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $287K Shares 3,411 Est. Cost $67.82 Unrealized +23.9%
MDFGX BLACKROCK CAPITAL APPRECIATION FUND CLASS A 0.0%
Value $287K Shares 8,247 Est. Cost $38.52 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value $285K Shares 1,034 Est. Cost $186.54 Unrealized +38.8%
TXN TEXAS INSTRS INC 0.0%
Value $285K Shares 1,640 Est. Cost $106.48 Unrealized +60.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $285K Shares 6,985 Est. Cost $34.48 Unrealized +17.4%
IMCV ISHARES MORNINGSTAR MID-CAP 0.0%
Value $282K Shares 3,430 Est. Cost $76.64 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value $282K Shares 5,244 Est. Cost $43.33 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value $279K Shares 798 Est. Cost $472.70 Unrealized -28.1%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value $279K Shares 5,954 Est. Cost $45.76 Unrealized
BA BOEING CO DEP CONV 0.0%
Value $277K Shares 1,276 Est. Cost $292.28 Unrealized -29.6%
SBPYX LEGG MASON CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I 0.0%
Value $277K Shares 7,644 Est. Cost $42.39 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $274K Shares 12,220 Est. Cost $25.29 Unrealized
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value $271K Shares 1,496 Est. Cost $151.32 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value $270K Shares 1,272 Est. Cost $83.62 Unrealized +156.6%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value $268K Shares 2,355 Est. Cost $67.09 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $267K Shares 4,635 Est. Cost $30.87 Unrealized +92.3%
CLX CLOROX CO 0.0%
Value $267K Shares 2,645 Est. Cost $128.30 Unrealized -15.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $260K Shares 9,482 Est. Cost $43.77 Unrealized
HUM HUMANA INC 0.0%
Value $257K Shares 1,005 Est. Cost $95.35 Unrealized +174.1%
FAGAX FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS A 0.0%
Value $257K Shares 1,229 Est. Cost $214.03 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X 0.0%
Value $256K Shares 1,520 Est. Cost $129.79 Unrealized
VLO VALERO ENERGY CORP SR GLBL 0.0%
Value $254K Shares 1,560 Est. Cost $124.27 Unrealized +35.9%
PWR QUANTA SERVICES INC 0.0%
Value $249K Shares 590 Est. Cost $279.77 Unrealized +57.0%
CTAS CINTAS CORP 0.0%
Value $244K Shares 1,300 Est. Cost $189.38 Unrealized -0.7%
SYNOVUS FINANCIAL CORP 0.0%
Value $243K Shares 4,854 Est. Cost $41.09 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $243K Shares 1,320 Est. Cost $85.35 Unrealized +113.3%
TMUS T MOBILE US INC COM 0.0%
Value $242K Shares 1,194 Est. Cost $186.12 Unrealized +13.5%
SCHX SCHWAB STRATEGIC TR US LARGE CAP ETF 0.0%
Value $242K Shares 9,000 Est. Cost $26.32 Unrealized
OBSOX OBERWEIS SMALL CAP OPPORTUNITIES FUND INVESTOR CLASS 0.0%
Value $239K Shares 8,202 Est. Cost $28.12 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value $236K Shares 3,560 Est. Cost $59.68 Unrealized
PCBIX PRINCIPAL MIDCAP BLEND FUND INST'L CLASS 0.0%
Value $235K Shares 5,488 Est. Cost $46.98 Unrealized
MSFBX MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO FUND CLASS A 0.0%
Value $235K Shares 8,188 Est. Cost $33.15 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value $231K Shares 263 Est. Cost $576.09 Unrealized +42.0%
CW CURTISS WRIGHT CORPORATION 0.0%
Value $226K Shares 410 Est. Cost $159.47 Unrealized +249.7%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value $225K Shares 1,642 Est. Cost $116.02 Unrealized
TRRCX T ROWE PRICE RETIREMENT 2030 FUND INVESTOR CLASS 0.0%
Value $223K Shares 8,048 Est. Cost $28.68 Unrealized
XLY STATE STREET CONSUMER 0.0%
Value $222K Shares 1,858 Est. Cost $141.84 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value $220K Shares 1,055 Est. Cost $146.03 Unrealized +32.0%
PGR PROGRESSIVE CORP OH 0.0%
Value $219K Shares 961 Est. Cost $162.35 Unrealized +30.8%
TGT TARGET CORP 0.0%
Value $217K Shares 2,223 Est. Cost $113.00 Unrealized -18.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value $215K Shares 4,241 Est. Cost $20.99 Unrealized +106.4%
DFAS DFA US SMALL CAP ETF 0.0%
Value $214K Shares 3,071 Est. Cost $47.87 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $212K Shares 3,052 Est. Cost $50.41 Unrealized
ECL ECOLAB INC 0.0%
Value $212K Shares 806 Est. Cost $200.15 Unrealized +32.8%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value $208K Shares 2,833 Est. Cost $64.87 Unrealized
CTVA CORTEVA INC 0.0%
Value $208K Shares 3,100 Est. Cost $60.01 Unrealized +7.5%
KMB KIMBERLY CLARK CORP 0.0%
Value $207K Shares 2,054 Est. Cost $96.94 Unrealized +11.8%
JIGFX JANUS OVERSEAS FUND CLASS I 0.0%
Value $206K Shares 3,593 Est. Cost $55.63 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND ETF 0.0%
Value $205K Shares 817 Est. Cost $92.67 Unrealized
ICSH ISHARES ULTRA SHORT TERM BOND ACTIVE ETF 0.0%
Value $205K Shares 4,044 Est. Cost $50.75 Unrealized
HPQ HP INC 0.0%
Value $203K Shares 9,131 Est. Cost $13.79 Unrealized +83.1%
CRM SALESFORCE 0.0%
Value $202K Shares 761 Est. Cost $269.11 Unrealized -7.8%
SSB SOUTHSTATE BK CORP 0.0%
Value $200K Shares 2,122 Est. Cost $92.71 Unrealized -0.9%
GLW CORNING INC 0.0%
Value $200K Shares 2,279 Est. Cost $35.47 Unrealized +142.4%
PAYX PAYCHEX INC 0.0%
Value $199K Shares 1,773 Est. Cost $56.25 Unrealized +107.2%
AON AON PLC SHS CL A 0.0%
Value $197K Shares 559 Est. Cost $308.32 Unrealized +13.2%
CHDN CHURCHILL DOWNS INC 0.0%
Value $197K Shares 1,733 Est. Cost $84.52 Unrealized +22.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $197K Shares 671 Est. Cost $191.12 Unrealized +50.9%
ACN ACCENTURE PLC 0.0%
Value $193K Shares 718 Est. Cost $284.04 Unrealized -10.6%
POGAX PUTNAM LARGE CAP GROWTH FUND CLASS A 0.0%
Value $192K Shares 2,553 Est. Cost $78.67 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value $192K Shares 7,978 Est. Cost $7.95 Unrealized +194.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value $191K Shares 4,222 Est. Cost $34.82 Unrealized
GDLC GRAYSCALE COINDESK CRYPTO 5 ETF 0.0%
Value $190K Shares 4,606 Est. Cost $55.90 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 0.0%
Value $189K Shares 3,000 Est. Cost $49.93 Unrealized
PSX PHILLIPS 66 0.0%
Value $189K Shares 1,461 Est. Cost $106.53 Unrealized +25.8%
PEYAX PUTNAM LARGE CAP VALUE FUND CLASS A 0.0%
Value $187K Shares 4,765 Est. Cost $38.83 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $186K Shares 824 Est. Cost $183.19 Unrealized +18.8%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value $183K Shares 380 Est. Cost $251.28 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $182K Shares 990 Est. Cost $166.48 Unrealized +21.2%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value $181K Shares 1,283 Est. Cost $132.08 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value $181K Shares 600 Est. Cost $175.61 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $180K Shares 344 Est. Cost $463.00 Unrealized +6.7%
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value $176K Shares 1,540 Est. Cost $77.06 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE EQ 0.0%
Value $173K Shares 5,295 Est. Cost $27.47 Unrealized
PRFZ INVESCO RAFI US 1500 SMALL-MID 0.0%
Value $172K Shares 3,758 Est. Cost $39.05 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value $172K Shares 1,735 Est. Cost $100.59 Unrealized -7.8%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value $170K Shares 886 Est. Cost $126.84 Unrealized
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value $168K Shares 6,067 Est. Cost $21.32 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $165K Shares 1,216 Est. Cost $116.41 Unrealized +23.5%
CR CRANE CO NEW 0.0%
Value $165K Shares 897 Est. Cost $188.24 Unrealized -1.5%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value $164K Shares 1,248 Est. Cost $122.96 Unrealized
CMCSA COMCAST CORP 0.0%
Value $164K Shares 5,479 Est. Cost $39.69 Unrealized -28.1%
JMGRX JANUS ENTERPRISE FUND CLASS I 0.0%
Value $163K Shares 1,143 Est. Cost $150.30 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value $162K Shares 1,641 Est. Cost $73.06 Unrealized +31.6%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value $162K Shares 1,619 Est. Cost $97.65 Unrealized
CGDV CAPITAL GROUP DIVID VALUE ETF 0.0%
Value $159K Shares 3,650 Est. Cost $35.26 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $157K Shares 1,390 Est. Cost $66.07 Unrealized +61.2%
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value $156K Shares 434 Est. Cost $260.70 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value $155K Shares 1,949 Est. Cost $64.29 Unrealized +22.4%
DFUS DIMENSIONAL U.S. EQUITY MARKET 0.0%
Value $154K Shares 2,078 Est. Cost $45.24 Unrealized
FXAIX FIDELITY 500 INDEX FUND INSTITUTIONAL PREMIUM CLASS 0.0%
Value $153K Shares 643 Est. Cost $233.02 Unrealized
BP BP PLC SPONS ADR 0.0%
Value $153K Shares 4,393 Est. Cost $34.02 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $152K Shares 1,309 Est. Cost $44.21 Unrealized +150.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value $150K Shares 1,323 Est. Cost $103.21 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $145K Shares 1,782 Est. Cost $39.50 Unrealized
AEPFX AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-2 0.0%
Value $145K Shares 2,396 Est. Cost $60.36 Unrealized
XBI STATE STREET SPDR S&P BIOTECH 0.0%
Value $144K Shares 1,184 Est. Cost $75.49 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value $144K Shares 1,609 Est. Cost $74.93 Unrealized
MAS MASCO CORP 0.0%
Value $144K Shares 2,265 Est. Cost $69.30 Unrealized -6.6%
XLB STATE STREET MATERIALS SELECT 0.0%
Value $143K Shares 3,164 Est. Cost $60.68 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $143K Shares 1,543 Est. Cost $51.47 Unrealized +83.7%
PRI PRIMERICA INC 0.0%
Value $142K Shares 549 Est. Cost $260.86 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value $140K Shares 406 Est. Cost $275.60 Unrealized +23.5%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $137K Shares 1,244 Est. Cost $89.24 Unrealized +24.0%
IR INGERSOLL RAND INC 0.0%
Value $137K Shares 1,727 Est. Cost $82.67 Unrealized -4.5%
PRA PROASSURANCE CORP 0.0%
Value $136K Shares 5,634 Est. Cost $43.27 Unrealized -44.4%
FDX FEDEX CORP SR NT 0.0%
Value $136K Shares 470 Est. Cost $164.26 Unrealized +59.2%
ASML ASML HLDG NV NY REGISTRY SHS NEW 2012 UNSPONS 0.0%
Value $135K Shares 126 Est. Cost $941.78 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $135K Shares 1,522 Est. Cost $80.44 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL 0.0%
Value $133K Shares 1,764 Est. Cost $64.74 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $130K Shares 1,355 Est. Cost $87.57 Unrealized +10.9%
VIMAX VANGUARD MID-CAP INDEX FUND ADMIRAL CLASS 0.0%
Value $127K Shares 354 Est. Cost $360.57 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value $126K Shares 605 Est. Cost $110.44 Unrealized +84.8%
TMLCX SEI TAX-MANAGED LARGE CAP FUND CLASS F 0.0%
Value $126K Shares 3,089 Est. Cost $40.25 Unrealized
APP APPLOVIN CORP 0.0%
Value $124K Shares 184 Est. Cost $324.21 Unrealized +94.4%
DFUSX DFA U.S. LARGE COMPANY FUND INST'L CLASS 0.0%
Value $123K Shares 2,710 Est. Cost $44.37 Unrealized
PKG PACKAGING CORP AMERICA 0.0%
Value $123K Shares 596 Est. Cost $212.32 Unrealized -4.7%
INGR INGREDION INC 0.0%
Value $121K Shares 1,100 Est. Cost $105.09 Unrealized +7.3%
ED CONSOLIDATED EDISON INC 0.0%
Value $121K Shares 1,220 Est. Cost $57.15 Unrealized +72.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $120K Shares 2,268 Est. Cost $37.74 Unrealized +47.1%
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value $118K Shares 799 Est. Cost $133.16 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $118K Shares 304 Est. Cost $257.24 Unrealized +45.9%
LNT ALLIANT ENERGY CORP 0.0%
Value $118K Shares 1,813 Est. Cost $37.51 Unrealized +78.2%
RNR RENAISSANCERE HOLDINGS LTD 0.0%
Value $118K Shares 418 Est. Cost $243.17 Unrealized +8.2%
FLMVX JP MORGAN MID CAP VALUE FUND CLASS L 0.0%
Value $117K Shares 3,679 Est. Cost $37.17 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value $117K Shares 1,018 Est. Cost $80.38 Unrealized +46.4%
LUV SOUTHWEST AIRLINES CO 0.0%
Value $117K Shares 2,834 Est. Cost $40.23 Unrealized -13.5%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value $116K Shares 472 Est. Cost $200.61 Unrealized
UCB UNITED COMMUNITY BANK BLAIRSVILLE GA 0.0%
Value $115K Shares 3,699 Est. Cost $24.82 Unrealized +24.4%
GWW WW GRAINGER INC 0.0%
Value $115K Shares 114 Est. Cost $939.21 Unrealized +3.2%
VTIVX VANGUARD TARGET RETIREMENT FUND 2045 INVESTOR CLASS 0.0%
Value $112K Shares 3,237 Est. Cost $34.61 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value $112K Shares 1,300 Est. Cost $68.24 Unrealized +32.9%
FNMA FNMA CORP 0.0%
Value $112K Shares 10,450 Est. Cost $10.75 Unrealized +1.7%
PYPL PAYPAL HLDGS INC 0.0%
Value $112K Shares 1,919 Est. Cost $72.26 Unrealized -10.3%
GIS GENERAL MILLS INC 0.0%
Value $112K Shares 2,408 Est. Cost $54.28 Unrealized -12.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $109K Shares 6,301 Est. Cost $14.84 Unrealized +9.8%
SFLNX SCHWAB FUNDAMENTAL US LARGE CO INDEX FUND 0.0%
Value $108K Shares 3,376 Est. Cost $31.41 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $107K Shares 1,310 Est. Cost $84.91 Unrealized 0.0%
CWB STATE STREET SPDR BLOOMBERG 0.0%
Value $107K Shares 1,196 Est. Cost $76.59 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $106K Shares 301 Est. Cost $440.92 Unrealized -23.6%
DD DUPONT DE NEMOURS INC 0.0%
Value $105K Shares 2,624 Est. Cost $30.02 Unrealized +24.5%
NUE NUCOR CORP 0.0%
Value $105K Shares 645 Est. Cost $66.82 Unrealized +124.2%
CMS CMS ENERGY CORP 0.0%
Value $105K Shares 1,495 Est. Cost $19.64 Unrealized +269.1%
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $104K Shares 2,223 Est. Cost $38.38 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I 0.0%
Value $104K Shares 8,606 Est. Cost $12.10 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value $103K Shares 85 Est. Cost $750.73 Unrealized +56.1%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $103K Shares 1,401 Est. Cost $77.55 Unrealized -5.1%
TDG TRANSDIGM GROUP INC 0.0%
Value $102K Shares 77 Est. Cost $1211.31 Unrealized +8.2%
ENB ENBRIDGE INC 0.0%
Value $102K Shares 2,133 Est. Cost $28.62 Unrealized +64.6%
URI UNITED RENTALS INC 0.0%
Value $100K Shares 124 Est. Cost $667.02 Unrealized +30.0%
WEC WEC ENERGY GROUP INC 0.0%
Value $100K Shares 951 Est. Cost $62.77 Unrealized +75.7%
QUAYX AB SMALL CAP GROWTH FUND ADVISOR CLASS 0.0%
Value $99,734 Shares 1,291 Est. Cost $75.80 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY 0.0%
Value $99,386 Shares 1,400 Est. Cost $55.09 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $99,331 Shares 1,391 Est. Cost $63.67 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $99,273 Shares 829 Est. Cost $39.60 Unrealized +189.9%
VSGAX VANGUARD SMALL CAP GROWTH INDEX FUND ADMIRAL CLASS 0.0%
Value $98,288 Shares 926 Est. Cost $104.68 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $97,715 Shares 1,408 Est. Cost $34.43 Unrealized +81.4%
FTNT FORTINET INC COM 0.0%
Value $97,515 Shares 1,228 Est. Cost $82.94 Unrealized 0.0%
GFACX AMERICAN FUNDS GROWTH FUND CLASS C 0.0%
Value $96,214 Shares 1,430 Est. Cost $73.92 Unrealized
IVOL QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF 0.0%
Value $95,800 Shares 5,000 Est. Cost $19.16 Unrealized
YUM YUM! BRANDS INC 0.0%
Value $95,306 Shares 630 Est. Cost $79.14 Unrealized +86.6%
WSM WILLIAMS SONOMA INC 0.0%
Value $94,653 Shares 530 Est. Cost $190.33 Unrealized -1.6%
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value $94,347 Shares 1,568 Est. Cost $47.19 Unrealized
VWNFX VANGUARD WINDSOR II FUND INVESTOR CLASS 0.0%
Value $92,968 Shares 1,977 Est. Cost $49.57 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value $92,616 Shares 222 Est. Cost $399.15 Unrealized +7.4%
XLF STATE STREET FINANCIAL SELECT 0.0%
Value $91,083 Shares 1,663 Est. Cost $41.08 Unrealized
DFSD DIMENSIONAL SHORT DURATION FIXED 0.0%
Value $90,817 Shares 1,894 Est. Cost $47.52 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $90,063 Shares 1,924 Est. Cost $42.79 Unrealized +2.0%
DOV DOVER CORP 0.0%
Value $89,616 Shares 459 Est. Cost $90.66 Unrealized +100.6%
PLD PROLOGIS INC 0.0%
Value $89,490 Shares 701 Est. Cost $107.37 Unrealized +15.4%
NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND 0.0%
Value $88,934 Shares 10,966 Est. Cost $8.11 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value $88,679 Shares 1,431 Est. Cost $59.90 Unrealized -5.4%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $88,383 Shares 155 Est. Cost $317.56 Unrealized +82.3%
PTLC PACER TRENDPOLOT US LG CAP ETF 0.0%
Value $86,705 Shares 1,560 Est. Cost $42.78 Unrealized
MKL MARKEL GROUP INC 0.0%
Value $85,986 Shares 40 Est. Cost $1960.42 Unrealized +3.3%
RHHBY ROCHE HLDGS LTD SPONSORED ADR ISIN#US7711951043 0.0%
Value $85,503 Shares 1,658 Est. Cost $43.49 Unrealized
MBB ISHARES MBS ETF 0.0%
Value $85,222 Shares 895 Est. Cost $95.15 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $84,626 Shares 1,048 Est. Cost $75.42 Unrealized +0.4%
DHR DANAHER CORP 0.0%
Value $82,639 Shares 361 Est. Cost $213.97 Unrealized +2.6%
FAST FASTENAL CO 0.0%
Value $82,588 Shares 2,058 Est. Cost $27.16 Unrealized +54.7%
PPL PPL CORP 0.0%
Value $81,807 Shares 2,336 Est. Cost $23.26 Unrealized +54.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $81,264 Shares 212 Est. Cost $239.65 Unrealized +67.2%
LBNDX LORD ABBETT BOND DEBENTURE FUND CLASS A 0.0%
Value $80,651 Shares 11,078 Est. Cost $7.28 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value $80,330 Shares 15 Est. Cost $4900.93 Unrealized +4.8%
DFCEX DFA EMERG MKTS CORE EQUITY FUND INST'L CLASS 0.0%
Value $79,740 Shares 2,742 Est. Cost $28.33 Unrealized
RPMGX T ROWE PRICE MID CAP GROWTH FUND INVESTOR CLASS 0.0%
Value $79,265 Shares 815 Est. Cost $102.25 Unrealized
VTIP VANGUARD SHORT-TERM INFL-PROT 0.0%
Value $79,135 Shares 1,600 Est. Cost $49.90 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value $77,370 Shares 1,151 Est. Cost $52.72 Unrealized
MET METLIFE INC 0.0%
Value $77,125 Shares 977 Est. Cost $48.14 Unrealized +64.0%
INTC INTEL CORP 0.0%
Value $75,387 Shares 2,043 Est. Cost $34.38 Unrealized +9.8%
KKR KKR & CO INC 0.0%
Value $75,341 Shares 591 Est. Cost $124.29 Unrealized 0.0%
ITA ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD 0.0%
Value $75,142 Shares 350 Est. Cost $209.26 Unrealized
MDLOX BLACKROCK GLOBAL ALLOCATION FUND CLASS A 0.0%
Value $73,478 Shares 3,638 Est. Cost $20.42 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $73,046 Shares 989 Est. Cost $64.25 Unrealized +21.9%
BSIIX BLACKROCK STRATEGIC INCOME FUND INST'L CLASS 0.0%
Value $72,898 Shares 7,461 Est. Cost $9.79 Unrealized
VTWO VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD 0.0%
Value $71,455 Shares 718 Est. Cost $97.82 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $71,142 Shares 347 Est. Cost $179.88 Unrealized +10.6%
HIG THE HARTFORD INSURANCE GROUP, 0.0%
Value $70,829 Shares 514 Est. Cost $84.44 Unrealized +55.8%
VWENX VANGUARD WELLINGTON FUND ADMIRAL CLASS 0.0%
Value $70,029 Shares 907 Est. Cost $81.72 Unrealized
SCHM SCHWAB STRATEGIC TR US MID CAP ETF 0.0%
Value $69,823 Shares 2,322 Est. Cost $35.81 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL INTL STK ETF 0.0%
Value $69,236 Shares 818 Est. Cost $82.58 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND 0.0%
Value $69,120 Shares 1,500 Est. Cost $40.33 Unrealized
VT VANGUARD TOT WORLD STK INDEX ETF 0.0%
Value $67,850 Shares 481 Est. Cost $115.95 Unrealized
PONPX PIMCO INCOME FUND CLASS P 0.0%
Value $65,945 Shares 6,000 Est. Cost $10.88 Unrealized
D DOMINION ENERGY INC 0.0%
Value $65,621 Shares 1,120 Est. Cost $56.54 Unrealized +5.7%
SAM BOSTON BEER INC CL A 0.0%
Value $64,977 Shares 333 Est. Cost $279.65 Unrealized -26.3%
TLH ISHARES TR 10-20 YR TREAS BD ETF 0.0%
Value $64,662 Shares 636 Est. Cost $102.99 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value $64,619 Shares 501 Est. Cost $66.60 Unrealized +102.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $63,720 Shares 1,000 Est. Cost $73.04 Unrealized -16.0%
ANCFX AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS A 0.0%
Value $63,320 Shares 689 Est. Cost $91.90 Unrealized
SLB SLB LIMITED 0.0%
Value $62,598 Shares 1,631 Est. Cost $38.95 Unrealized -7.4%
WPC W P CAREY INC COM 0.0%
Value $62,365 Shares 969 Est. Cost $64.36 Unrealized
TIBCX THORNBURG INVESTMENT INCOME BUILDER FUND CLASS C 0.0%
Value $61,304 Shares 1,865 Est. Cost $32.87 Unrealized
WMG WARNER MUSIC GROUP CORP CL A 0.0%
Value $60,236 Shares 1,964 Est. Cost $31.38 Unrealized -3.6%
SCCO SOUTHERN COPPER CORP DEL COM 0.0%
Value $60,114 Shares 419 Est. Cost $96.37 Unrealized +37.8%
SGIIX FIRST EAGLE GLOBAL FUND CLASS I 0.0%
Value $59,970 Shares 740 Est. Cost $83.99 Unrealized
FUHKBX FT UNIT 11198 CAPITAL STRENGTH BU 0.0%
Value $59,698 Shares 5,783 Est. Cost $10.32 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value $59,617 Shares 663 Est. Cost $100.90 Unrealized -6.3%
XLP STATE STREET CONSUMER STAPLES 0.0%
Value $58,648 Shares 755 Est. Cost $68.03 Unrealized
DFSV DFA DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value $57,854 Shares 1,759 Est. Cost $31.84 Unrealized
RGA REINSURANCE GROUP AMERICA INC 0.0%
Value $56,765 Shares 279 Est. Cost $197.79 Unrealized -2.2%
LH LABCORP HOLDINGS INC 0.0%
Value $55,947 Shares 223 Est. Cost $207.16 Unrealized +28.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value $55,784 Shares 200 Est. Cost $77.05 Unrealized +265.5%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value $55,714 Shares 344 Est. Cost $121.35 Unrealized +28.7%
GM GENERAL MOTORS CO 0.0%
Value $55,623 Shares 684 Est. Cost $59.11 Unrealized +19.1%
APDJX ARTISAN INTERNATIONAL SMALL MID FUND ADVISOR CLASS 0.0%
Value $55,195 Shares 2,864 Est. Cost $19.87 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value $54,999 Shares 263 Est. Cost $91.25 Unrealized
PHM PULTE GROUP INC 0.0%
Value $54,525 Shares 465 Est. Cost $124.73 Unrealized -1.8%
APDFX ARTISAN HIGH INCOME FUND ADVISOR CLASS 0.0%
Value $54,222 Shares 5,894 Est. Cost $9.26 Unrealized
MEIIX MFS VALUE FUND CLASS I 0.0%
Value $53,956 Shares 1,071 Est. Cost $53.08 Unrealized
RMBKX RMB MENDON FINANCIAL SERVICES CLASS A 0.0%
Value $53,899 Shares 1,014 Est. Cost $50.86 Unrealized
DFLVX DFA U.S. LARGE CAP VALUE FUND INST'L CLASS 0.0%
Value $53,200 Shares 945 Est. Cost $54.07 Unrealized
VNOM NEW COBRA PUBCO INC CL A 0.0%
Value $51,957 Shares 1,345 Est. Cost $38.10 Unrealized -0.6%
VWIUX VANGUARD INTERMED-TERM TAX-EXEMPT FUND ADMIRAL CLASS 0.0%
Value $51,861 Shares 3,758 Est. Cost $13.69 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $51,683 Shares 114 Est. Cost $434.96 Unrealized -0.9%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value $50,535 Shares 358 Est. Cost $132.16 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value $50,487 Shares 779 Est. Cost $56.85 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $50,419 Shares 1,280 Est. Cost $47.00 Unrealized -13.1%
SLASX SELECTED FUNDS AMERICAN SHARES CLASS S 0.0%
Value $50,258 Shares 1,195 Est. Cost $40.05 Unrealized
PBE INVESCO DYNAMIC BIOTECH & 0.0%
Value $50,194 Shares 611 Est. Cost $57.28 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $50,053 Shares 1,118 Est. Cost $33.08 Unrealized +38.2%
PCGRX PIONEER MID CAP VALUE FUND CL A 0.0%
Value $49,962 Shares 2,065 Est. Cost $25.10 Unrealized
JRAIX JANUS RESEARCH FUND CLASS I 0.0%
Value $49,933 Shares 557 Est. Cost $98.33 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $49,181 Shares 253 Est. Cost $71.33 Unrealized +194.4%
TDIV FIRST TRUST NASDAQ TECHNOLOGY 0.0%
Value $48,420 Shares 500 Est. Cost $44.00 Unrealized
ASUR ASURE SOFTWARE INC COM 0.0%
Value $47,100 Shares 5,000 Est. Cost $8.20 Unrealized +2.4%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value $46,675 Shares 748 Est. Cost $46.41 Unrealized +30.2%
DG DOLLAR GENERAL CORP 0.0%
Value $46,601 Shares 351 Est. Cost $110.74 Unrealized +0.7%
DDFIX INVESCO DIVERS DIVIDEND FD CL R5 0.0%
Value $46,583 Shares 2,547 Est. Cost $19.59 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $46,245 Shares 757 Est. Cost $44.04 Unrealized +68.6%
CINF CINCINNATI FINANCIAL CORPORATION 0.0%
Value $45,566 Shares 279 Est. Cost $161.22 Unrealized 0.0%
GRIFX APOLLO DIVERSIFIED RE FD CLASS I SHARES 0.0%
Value $45,320 Shares 1,833 Est. Cost $25.12 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value $45,254 Shares 372 Est. Cost $53.15 Unrealized +136.1%
UL UNILEVER PLC 0.0%
Value $44,799 Shares 685 Est. Cost $65.40 Unrealized
FVUZLX FT UNIT 11690 STRATEGIC DIVID SEL 0.0%
Value $44,374 Shares 3,984 Est. Cost $11.14 Unrealized
TER TERADYNE INC 0.0%
Value $44,132 Shares 228 Est. Cost $22.54 Unrealized +661.0%
SVAIX FEDERATED HERMES STRATEGIC VALUE DIVIDEND FUND INST'L SHARES 0.0%
Value $44,097 Shares 6,901 Est. Cost $6.51 Unrealized
WFRD WEATHERFORD WELL SCREEN IRELAND LTD USD 0.0%
Value $44,060 Shares 563 Est. Cost $99.43 Unrealized -27.0%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.0%
Value $43,815 Shares 1,185 Est. Cost $28.42 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $43,766 Shares 105 Est. Cost $260.07 Unrealized +59.7%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value $43,225 Shares 56 Est. Cost $627.60 Unrealized +8.1%
SEEGX JP MORGAN LARGE CAP GROWTH FUND CLASS I 0.0%
Value $42,728 Shares 522 Est. Cost $91.56 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND 0.0%
Value $42,583 Shares 306 Est. Cost $75.16 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value $42,186 Shares 1,780 Est. Cost $35.69 Unrealized -34.7%
CG CARLYLE GROUP INC 0.0%
Value $41,850 Shares 708 Est. Cost $61.48 Unrealized -8.5%
ARCC ARES CAPITAL CORPORATION - CLOSED END FUND 0.0%
Value $41,734 Shares 2,063 Est. Cost $19.79 Unrealized 0.0%
AOR ISHARES CORE 60/40 BALANCED 0.0%
Value $41,542 Shares 639 Est. Cost $39.41 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value $41,045 Shares 450 Est. Cost $92.44 Unrealized +5.7%
RGEN REPLIGEN CORP 0.0%
Value $40,965 Shares 250 Est. Cost $256.54 Unrealized -38.9%
DSTL DISTILLATE US FDMTL STBLTY & VAL 0.0%
Value $39,581 Shares 672 Est. Cost $49.37 Unrealized
DHI D R HORTON INC 0.0%
Value $39,321 Shares 273 Est. Cost $124.98 Unrealized +21.6%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value $39,172 Shares 691 Est. Cost $54.02 Unrealized
MALOX BLACKROCK GLOBAL ALLOCATION FUND INST'L CLASS 0.0%
Value $39,157 Shares 1,919 Est. Cost $20.63 Unrealized
NKE NIKE INC 0.0%
Value $38,992 Shares 612 Est. Cost $76.37 Unrealized -15.0%
SW SMURFIT WESTROCK PLC 0.0%
Value $38,670 Shares 1,000 Est. Cost $44.58 Unrealized -14.5%
MFC MANULIFE FINANCIAL CORP 0.0%
Value $38,529 Shares 1,062 Est. Cost $18.29 Unrealized +85.6%
GFFFX AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS F-2 0.0%
Value $38,162 Shares 476 Est. Cost $86.90 Unrealized
FCVIX FIDELITY ADVISOR SMALL CAP VALUE FUND CLASS I 0.0%
Value $38,137 Shares 1,907 Est. Cost $20.28 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value $38,085 Shares 1,663 Est. Cost $23.77 Unrealized
RH RH COM 0.0%
Value $37,622 Shares 210 Est. Cost $30.92 Unrealized +453.1%
NOBL PROSHARES TR S&P 500 ARISTOCRATS ETF 0.0%
Value $37,569 Shares 361 Est. Cost $92.83 Unrealized
EZM WISDOMTREE U.S. MIDCAP EARNINGS 0.0%
Value $37,007 Shares 554 Est. Cost $55.96 Unrealized
TMSIX THRIVENT MID CAP STOCK FUND CLASS S 0.0%
Value $36,964 Shares 1,094 Est. Cost $36.87 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $36,932 Shares 283 Est. Cost $137.26 Unrealized -3.0%
NVR NVR INC 0.0%
Value $36,464 Shares 5 Est. Cost $7476.40 Unrealized 0.0%
WMFFX AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 0.0%
Value $36,440 Shares 560 Est. Cost $66.78 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $36,387 Shares 103 Est. Cost $84.72 Unrealized +328.7%
ACLS AXCELIS TECHNOLOGIES INC NEW 0.0%
Value $36,153 Shares 450 Est. Cost $63.23 Unrealized +32.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $36,104 Shares 628 Est. Cost $45.55 Unrealized +30.6%
OKE ONEOK INC 0.0%
Value $36,089 Shares 491 Est. Cost $41.35 Unrealized +70.4%
TM TOYOTA MOTOR CORP 0.0%
Value $35,747 Shares 167 Est. Cost $113.79 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $35,698 Shares 76 Est. Cost $447.41 Unrealized -0.7%
FMAGX FIDELITY MAGELLAN FUND RETAIL CLASS 0.0%
Value $35,581 Shares 2,380 Est. Cost $16.05 Unrealized
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value $35,490 Shares 1,500 Est. Cost $20.40 Unrealized
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value $35,315 Shares 237 Est. Cost $134.79 Unrealized +0.6%
LEN LENNAR CORP 0.0%
Value $35,260 Shares 343 Est. Cost $140.26 Unrealized -13.9%
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value $34,758 Shares 1,020 Est. Cost $40.39 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value $34,589 Shares 1,810 Est. Cost $35.59 Unrealized -43.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $34,548 Shares 61 Est. Cost $478.81 Unrealized +11.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $34,507 Shares 186 Est. Cost $144.04 Unrealized +29.4%
ALC ALCON INC 0.0%
Value $34,126 Shares 433 Est. Cost $63.02 Unrealized +22.2%
J JACOBS SOLUTIONS INC 0.0%
Value $34,043 Shares 257 Est. Cost $102.97 Unrealized +42.2%
CRSP CRISPR THERAPEUTICS AG NAMEN-AKTISIN 0.0%
Value $33,876 Shares 646 Est. Cost $59.89 Unrealized 0.0%
MTB M & T BANK CORP 0.0%
Value $33,849 Shares 168 Est. Cost $152.50 Unrealized +24.6%
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value $33,533 Shares 420 Est. Cost $73.81 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $33,059 Shares 491 Est. Cost $51.43 Unrealized +35.2%
TEPLX FRANKLIN TEMPLETON GROWTH FUND CLASS A 0.0%
Value $32,978 Shares 1,168 Est. Cost $30.87 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $32,853 Shares 67 Est. Cost $444.29 Unrealized +6.6%
VFC V F CORP 0.0%
Value $32,363 Shares 1,790 Est. Cost $32.87 Unrealized -50.7%
VSMGX VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR CLASS 0.0%
Value $32,117 Shares 929 Est. Cost $35.16 Unrealized
GIREX APOLLO DIVERSIFIED RE FD CLASS A SHARES 0.0%
Value $31,666 Shares 1,315 Est. Cost $24.50 Unrealized
NVO NOVO NORDISK A S 0.0%
Value $31,494 Shares 619 Est. Cost $110.86 Unrealized
HAS HASBRO INC 0.0%
Value $31,488 Shares 384 Est. Cost $68.79 Unrealized +13.4%
NOW SERVICENOW INC COM 0.0%
Value $31,405 Shares 205 Est. Cost $161.76 Unrealized +6.0%
DIHP DIMENSIONAL INTERNATL HIGH PROFITABILITY ETF 0.0%
Value $31,285 Shares 988 Est. Cost $30.39 Unrealized
SFD SMITHFIELD FOODS INC 0.0%
Value $31,262 Shares 1,400 Est. Cost $21.88 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value $31,220 Shares 394 Est. Cost $60.70 Unrealized +26.2%
WDAY WORKDAY INC 0.0%
Value $31,143 Shares 145 Est. Cost $214.83 Unrealized +5.8%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value $30,633 Shares 278 Est. Cost $116.29 Unrealized
EA ELECTRONIC ARTS, INC. 0.0%
Value $30,445 Shares 149 Est. Cost $165.25 Unrealized +22.1%
SYF SYNCHRONY FINANCIAL SR 0.0%
Value $30,369 Shares 364 Est. Cost $49.57 Unrealized +54.0%
FAGIX FIDELITY CAPITAL & INCOME FUND RETAIL CLASS 0.0%
Value $30,326 Shares 2,792 Est. Cost $10.84 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value $29,962 Shares 343 Est. Cost $70.22 Unrealized +27.1%
DTM DT MIDSTREAM INC 0.0%
Value $29,800 Shares 249 Est. Cost $46.57 Unrealized +145.4%
WAB WABTEC 0.0%
Value $29,457 Shares 138 Est. Cost $77.08 Unrealized +166.4%
DFSCX DFA U.S. MICRO CAP FUND INST'L CLASS 0.0%
Value $29,102 Shares 926 Est. Cost $30.81 Unrealized
XOP STATE STREET SPDR S&P OIL & GAS 0.0%
Value $28,914 Shares 229 Est. Cost $129.27 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $28,741 Shares 165 Est. Cost $183.13 Unrealized 0.0%
TWCUX AMERICAN CENTURY ULTRA FUND INVESTOR CLASS 0.0%
Value $28,583 Shares 304 Est. Cost $102.47 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $28,461 Shares 347 Est. Cost $74.37 Unrealized +4.8%
SPSB STATE STREET SPDR PORTFOLIO 0.0%
Value $28,327 Shares 938 Est. Cost $29.41 Unrealized
IFF INTERNATIONAL FLAVORS & 0.0%
Value $28,169 Shares 418 Est. Cost $96.58 Unrealized -33.3%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $27,663 Shares 191 Est. Cost $116.77 Unrealized +23.9%
BUZZ VANECK VECTORS SOCIAL SENTIMENT 0.0%
Value $26,772 Shares 824 Est. Cost $24.27 Unrealized
ANWFX AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 0.0%
Value $26,545 Shares 378 Est. Cost $72.99 Unrealized
CDW CDW CORP 0.0%
Value $26,287 Shares 193 Est. Cost $195.99 Unrealized -25.0%
FRIAX FRANKLIN INCOME FUND ADVISOR CLASS 0.0%
Value $25,888 Shares 10,481 Est. Cost $2.45 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value $25,860 Shares 400 Est. Cost $55.00 Unrealized
COR CENCORA, INC. 0.0%
Value $25,669 Shares 76 Est. Cost $340.62 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value $25,554 Shares 203 Est. Cost $29.76 Unrealized +372.9%
EATON VANCE TAX-ADVANTAGED DIV INCOME FUND COMMON SHARES OF BENEFICIAL INTEREST 0.0%
Value $25,331 Shares 1,006 Est. Cost $25.18 Unrealized
USB US BANCORP DEL 0.0%
Value $25,186 Shares 472 Est. Cost $33.94 Unrealized +43.5%
FISV FISERV INC 0.0%
Value $25,123 Shares 374 Est. Cost $181.81 Unrealized -53.9%
AMT AMERICAN TOWER REIT 0.0%
Value $25,107 Shares 143 Est. Cost $188.05 Unrealized -4.1%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS 0.0%
Value $24,908 Shares 650 Est. Cost $38.32 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value $24,906 Shares 40 Est. Cost $536.17 Unrealized +15.9%
BN BROOKFIELD CORP 0.0%
Value $24,781 Shares 540 Est. Cost $29.99 Unrealized +51.9%
FT UNIT 11196 SMID HIGH DIVID POR 0.0%
Value $24,467 Shares 2,369 Est. Cost $10.33 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. COMMON STOCK 0.0%
Value $24,326 Shares 109 Est. Cost $151.36 Unrealized +50.2%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value $24,008 Shares 225 Est. Cost $79.35 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $23,758 Shares 489 Est. Cost $47.08 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value $23,638 Shares 274 Est. Cost $132.49 Unrealized
PTSHX PIMCO SHORT TERM FUND INST'L CLASS 0.0%
Value $23,466 Shares 2,424 Est. Cost $9.67 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value $23,409 Shares 601 Est. Cost $20.33 Unrealized +90.7%
APH AMPHENOL 0.0%
Value $23,244 Shares 172 Est. Cost $49.50 Unrealized +169.8%
XLV STATE STREET HEALTH CARE SELECT 0.0%
Value $23,220 Shares 150 Est. Cost $146.01 Unrealized
TBCH TURTLE BEACH CORP. 0.0%
Value $23,192 Shares 1,653 Est. Cost $16.36 Unrealized -9.1%
CBRE CBRE GROUP INC 0.0%
Value $22,993 Shares 143 Est. Cost $157.23 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value $22,988 Shares 45 Est. Cost $219.13 Unrealized +122.4%
ZS ZSCALER INC 0.0%
Value $22,492 Shares 100 Est. Cost $199.27 Unrealized +41.6%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value $22,083 Shares 235 Est. Cost $89.03 Unrealized
XLC SELECT SECOTR SPDR TRUST 0.0%
Value $21,778 Shares 185 Est. Cost $96.45 Unrealized
WMB WILLIAMS CO. INC. 0.0%
Value $21,640 Shares 360 Est. Cost $60.06 Unrealized 0.0%
MLAIX MAINSTAY LARGE CAP GROWTH FUND CLASS I 0.0%
Value $21,468 Shares 1,875 Est. Cost $13.21 Unrealized
MP MP MATERIALS CORP 0.0%
Value $21,269 Shares 421 Est. Cost $26.71 Unrealized +137.4%
MTDR MATADOR RES CO COM 0.0%
Value $21,220 Shares 500 Est. Cost $58.52 Unrealized -28.2%
CXT CRANE NXT CO 0.0%
Value $21,134 Shares 449 Est. Cost $59.28 Unrealized -0.5%
NGVT INGEVITY CORP 0.0%
Value $20,713 Shares 350 Est. Cost $52.01 Unrealized +4.4%
GBTC GRAYSCALE BITCOIN TR ETF 0.0%
Value $20,508 Shares 300 Est. Cost $63.44 Unrealized
DXD PROSHARES ULTRASHORT DOW 30 NEW 0.0%
Value $20,500 Shares 1,000 Est. Cost $48.31 Unrealized
AFBI AFFINITY BANCSHARES INC 0.0%
Value $20,410 Shares 1,000 Est. Cost $19.16 Unrealized +2.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $20,319 Shares 100 Est. Cost $185.56 Unrealized 0.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value $19,953 Shares 450 Est. Cost $44.34 Unrealized
ICIFX INVESCO CONSERVATIVE INCOME FUND INST'L CLASS 0.0%
Value $19,898 Shares 1,976 Est. Cost $10.07 Unrealized
IAT ISHARES US REGIONAL BANKS (MKT) 0.0%
Value $19,854 Shares 360 Est. Cost $50.36 Unrealized
ROST ROSS STORES INC 0.0%
Value $19,815 Shares 110 Est. Cost $144.44 Unrealized +15.3%
STM STMICROELECTRONICS 0.0%
Value $19,688 Shares 759 Est. Cost $28.26 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value $19,545 Shares 750 Est. Cost $37.01 Unrealized -24.4%
JATIX JANUS HENDERSON GLOBAL TECHNOLOGY FUND CLASS I 0.0%
Value $19,366 Shares 277 Est. Cost $77.42 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $18,750 Shares 40 Est. Cost $509.22 Unrealized 0.0%
LNC LINCOLN NATIONAL CORP IN 0.0%
Value $18,435 Shares 414 Est. Cost $29.53 Unrealized +39.4%
RBC RBC BEARINGS INC COM 0.0%
Value $18,386 Shares 41 Est. Cost $423.49 Unrealized 0.0%
KGC KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047 0.0%
Value $18,304 Shares 650 Est. Cost $5.14 Unrealized +405.3%
RMD RESMED INC 0.0%
Value $18,065 Shares 75 Est. Cost $252.36 Unrealized +1.2%
AMECX AMERICAN FUNDS INCOME FUND OF AMERICA CLASS A 0.0%
Value $17,920 Shares 686 Est. Cost $26.12 Unrealized
WY WEYERHAEUSER CO 0.0%
Value $17,886 Shares 755 Est. Cost $28.86 Unrealized -20.3%
SMFG SUMITOMO MITSUI FINANCIAL GROUP 0.0%
Value $17,803 Shares 921 Est. Cost $19.33 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value $17,744 Shares 439 Est. Cost $40.42 Unrealized
HMC HONDA MOTOR LTD 0.0%
Value $17,688 Shares 600 Est. Cost $27.13 Unrealized
TSN TYSON FOODS INC 0.0%
Value $17,586 Shares 300 Est. Cost $42.19 Unrealized +29.4%
ESPNX ALLSPRING SPECIAL SMALL CAP VALUE FUND INST'L CLASS 0.0%
Value $17,344 Shares 479 Est. Cost $38.43 Unrealized
WAMCX WASATCH ULTRA GROWTH FUND INVESTOR CLASS 0.0%
Value $17,218 Shares 516 Est. Cost $30.62 Unrealized
CME CME GROUP INC COM 0.0%
Value $17,204 Shares 63 Est. Cost $269.86 Unrealized +0.3%
ATO ATMOS ENERGY CORP 0.0%
Value $17,098 Shares 102 Est. Cost $124.46 Unrealized +38.4%
IWV ISHARES RUSSELL 3000 (MKT) 0.0%
Value $17,021 Shares 44 Est. Cost $300.09 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC 0.0%
Value $16,907 Shares 1,066 Est. Cost $10.18 Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $16,774 Shares 1,430 Est. Cost $11.73 Unrealized
OKLO OKLO INC 0.0%
Value $16,720 Shares 233 Est. Cost $111.52 Unrealized 0.0%
SONY SONY CORP 0.0%
Value $16,640 Shares 650 Est. Cost $36.24 Unrealized
CCI CROWN CASTLE INC 0.0%
Value $16,530 Shares 186 Est. Cost $98.20 Unrealized -7.2%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value $16,380 Shares 102 Est. Cost $160.93 Unrealized 0.0%
BIMIX BAIRD INTERMEDIATE BOND FUND INST'L CLASS 0.0%
Value $16,338 Shares 1,547 Est. Cost $10.55 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value $16,202 Shares 128 Est. Cost $126.58 Unrealized
EGFIX EDGEWOOD GROWTH FUND INSTL CLASS 0.0%
Value $16,104 Shares 510 Est. Cost $41.63 Unrealized
GSK GSK PLC SPONSORED ADR NEW 0.0%
Value $15,938 Shares 325 Est. Cost $49.04 Unrealized
OANMX OAKMARK OAKMARK FUND INST'L CLASS 0.0%
Value $15,850 Shares 92 Est. Cost $166.21 Unrealized
SCHG SCHWAB STRATEGIC TR US LARGE CAP GROWTH ETF 0.0%
Value $15,755 Shares 483 Est. Cost $25.04 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value $15,707 Shares 699 Est. Cost $22.39 Unrealized
SF STIFEL FINL CORP 0.0%
Value $15,527 Shares 124 Est. Cost $119.59 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value $15,475 Shares 80 Est. Cost $228.58 Unrealized -15.7%
ELF ELF BEAUTY INC COM 0.0%
Value $15,284 Shares 201 Est. Cost $156.88 Unrealized -37.3%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $15,000 Shares 3,000 Est. Cost $17.95 Unrealized
AG FIRST MAJESTIC SILVER CORP COM ISIN#CA32076V1031 0.0%
Value $14,994 Shares 900 Est. Cost $13.89 Unrealized 0.0%
PEMMX PUTNAM EMERGING EQUITY FUND CLASS A 0.0%
Value $14,928 Shares 806 Est. Cost $17.88 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value $14,905 Shares 500 Est. Cost $11.62 Unrealized +181.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $14,787 Shares 70 Est. Cost $204.14 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value $14,772 Shares 292 Est. Cost $50.73 Unrealized
MRNA MODERNA INC 0.0%
Value $14,745 Shares 500 Est. Cost $27.74 Unrealized -2.1%
CORZ CORE SCIENTIFIC INC 0.0%
Value $14,560 Shares 1,000 Est. Cost $11.38 Unrealized +53.2%
WWD WOODWARD GOVERNOR CO 0.0%
Value $14,511 Shares 48 Est. Cost $274.80 Unrealized 0.0%
BX BLACKSTONE GROUP INC 0.0%
Value $14,489 Shares 94 Est. Cost $44.26 Unrealized +242.2%
EXPE EXPEDIA GROUP INC 0.0%
Value $14,166 Shares 50 Est. Cost $180.81 Unrealized +36.5%
QID PROSHARES ULTRASHORT QQQ ETF 0.0%
Value $14,140 Shares 700 Est. Cost $33.01 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 0.0%
Value $13,798 Shares 172 Est. Cost $63.76 Unrealized
FERG FERGUSON PLC 0.0%
Value $13,580 Shares 61 Est. Cost $228.01 Unrealized +4.4%
NEXPOINT CAPITAL INC COM 0.0%
Value $13,542 Shares 2,950 Est. Cost $4.71 Unrealized
TROSX T ROWE PRICE OVERSEAS STOCK FUND INVESTOR CLASS 0.0%
Value $13,461 Shares 831 Est. Cost $15.69 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value $13,328 Shares 107 Est. Cost $123.30 Unrealized +2.7%
RPM RPM INTERNATIONAL INC 0.0%
Value $13,312 Shares 128 Est. Cost $115.74 Unrealized -6.5%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value $13,240 Shares 1,000 Est. Cost $13.64 Unrealized 0.0%
GFI GOLD FIELDS LTD NEW 0.0%
Value $13,098 Shares 300 Est. Cost $22.26 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value $12,853 Shares 2,425 Est. Cost $5.30 Unrealized
CMI CUMMINS INC 0.0%
Value $12,761 Shares 25 Est. Cost $466.32 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC. COMMON STOCK 0.0%
Value $12,760 Shares 192 Est. Cost $65.64 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value $12,739 Shares 80 Est. Cost $98.98 Unrealized +67.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $12,716 Shares 454 Est. Cost $30.78 Unrealized -11.5%
TEL TE CONNECTIVITY PLC ORD 0.0%
Value $12,513 Shares 55 Est. Cost $146.90 Unrealized +57.4%
CDE COEUR MINING INC 0.0%
Value $12,481 Shares 700 Est. Cost $12.58 Unrealized +38.2%
HL HECLA MINING COMPANY 0.0%
Value $12,474 Shares 650 Est. Cost $9.39 Unrealized +62.6%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $12,424 Shares 326 Est. Cost $36.35 Unrealized
IRM IRON MTN INC 0.0%
Value $12,359 Shares 149 Est. Cost $110.79 Unrealized -16.3%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $12,271 Shares 77 Est. Cost $224.53 Unrealized -21.2%
EBAY EBAY INC 0.0%
Value $12,107 Shares 139 Est. Cost $65.70 Unrealized +31.5%
XLI STATE STREET INDUSTRIAL SELECT 0.0%
Value $12,100 Shares 78 Est. Cost $98.15 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $12,086 Shares 6 Est. Cost $1572.34 Unrealized +33.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $12,065 Shares 42 Est. Cost $178.20 Unrealized +52.8%
ETSY ETSY INC 0.0%
Value $11,920 Shares 215 Est. Cost $59.71 Unrealized +2.2%
SEIC SEI INVESTMENTS CO 0.0%
Value $11,893 Shares 145 Est. Cost $81.71 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value $11,808 Shares 505 Est. Cost $36.52 Unrealized -37.6%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES 0.0%
Value $11,690 Shares 63 Est. Cost $193.34 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value $11,608 Shares 40 Est. Cost $280.03 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW CLASS A ISIN #CA0115321089 0.0%
Value $11,574 Shares 300 Est. Cost $28.07 Unrealized +24.1%
SPMD STATE STREET SPDR PORTFOLIO S&P 0.0%
Value $11,524 Shares 199 Est. Cost $51.33 Unrealized
WSO WATSCO INC 0.0%
Value $11,456 Shares 34 Est. Cost $357.07 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $11,334 Shares 157 Est. Cost $72.19 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value $10,937 Shares 109 Est. Cost $100.69 Unrealized
OXY OCCIDENTAL PETE CORP SR 0.0%
Value $10,609 Shares 258 Est. Cost $18.83 Unrealized +120.7%
ABNB AIRBNB INC 0.0%
Value $10,450 Shares 77 Est. Cost $124.53 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $10,360 Shares 280 Est. Cost $59.33 Unrealized -39.0%
BBY BEST BUY INC 0.0%
Value $10,240 Shares 153 Est. Cost $73.50 Unrealized +2.7%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value $10,170 Shares 300 Est. Cost $29.28 Unrealized
PFF ISHARES TR S&P US PFD STOCK INDEX FUND 0.0%
Value $10,093 Shares 326 Est. Cost $30.96 Unrealized
PINNACLE FINANCIAL PARTNERS, INC. - COMMON STOCK 0.0%
Value $10,018 Shares 105 Est. Cost $92.59 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value $9,985 Shares 100 Est. Cost $48.43 Unrealized +86.2%
VWOB VANGUARD EMERGING MKTS GOVT BD 0.0%
Value $9,980 Shares 148 Est. Cost $67.43 Unrealized
PSA PUBLIC STORAGE 0.0%
Value $9,861 Shares 38 Est. Cost $277.29 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $9,721 Shares 30 Est. Cost $221.61 Unrealized +50.8%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value $9,626 Shares 52 Est. Cost $96.29 Unrealized +86.9%
CAKE CHEESECAKE FACTORY INC 0.0%
Value $9,541 Shares 189 Est. Cost $50.03 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $9,382 Shares 64 Est. Cost $180.53 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $9,348 Shares 21 Est. Cost $371.72 Unrealized +24.3%
CPAY CORPAY INC 0.0%
Value $9,329 Shares 31 Est. Cost $318.77 Unrealized -8.9%
XYL XYLEM INC 0.0%
Value $9,260 Shares 68 Est. Cost $131.61 Unrealized +9.1%
PHIN PHINIA INC 0.0%
Value $9,215 Shares 147 Est. Cost $27.82 Unrealized +98.1%
KHC KRAFT HEINZ CO 0.0%
Value $8,924 Shares 368 Est. Cost $34.50 Unrealized -28.6%
VGK VANGUARD EUROPEAN STOCK INDEX 0.0%
Value $8,863 Shares 106 Est. Cost $67.34 Unrealized
VRSN VERISIGN INC 0.0%
Value $8,746 Shares 36 Est. Cost $114.83 Unrealized +118.4%
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMP STOCK MARKET ETF 0.0%
Value $8,745 Shares 106 Est. Cost $67.65 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $8,676 Shares 50 Est. Cost $59.42 Unrealized +206.4%
GIBIX GUGGENHEIM TOTAL RETURN BOND FUND INST'L CLASS 0.0%
Value $8,620 Shares 357 Est. Cost $24.20 Unrealized
SPDW SPDR PORTFOLIO DEVLPD WORLD EX 0.0%
Value $8,527 Shares 192 Est. Cost $34.12 Unrealized
GATX GATX CORP 0.0%
Value $8,480 Shares 50 Est. Cost $164.34 Unrealized 0.0%
GGG GRACO INC 0.0%
Value $8,361 Shares 102 Est. Cost $81.95 Unrealized 0.0%
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 0.0%
Value $8,282 Shares 100 Est. Cost $82.96 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.0%
Value $8,116 Shares 68 Est. Cost $119.51 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $8,116 Shares 170 Est. Cost $44.93 Unrealized +2.0%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value $8,096 Shares 1,038 Est. Cost $10.12 Unrealized -28.6%
VSMAX VANGUARD SMALL-CAP INDEX FUND ADMIRAL CLASS 0.0%
Value $8,073 Shares 65 Est. Cost $121.98 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value $7,859 Shares 271 Est. Cost $28.10 Unrealized -9.0%
MGK VANGUARD WORLD FD MEGA CAP 300 GROWTH INDEX ETF 0.0%
Value $7,843 Shares 19 Est. Cost $402.42 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value $7,630 Shares 172 Est. Cost $42.26 Unrealized 0.0%
EIX EDISON INTERNATIONAL 0.0%
Value $7,503 Shares 125 Est. Cost $57.33 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value $7,483 Shares 75 Est. Cost $79.05 Unrealized +27.8%
BIO BIO-RAD LABORATORIES INC 0.0%
Value $7,272 Shares 24 Est. Cost $315.95 Unrealized -1.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $7,268 Shares 452 Est. Cost $17.46 Unrealized 0.0%
ASMIY ASM INTERNATIONAL N.V. 0.0%
Value $7,241 Shares 12 Est. Cost $601.00 Unrealized
BMI BADGER METER INC 0.0%
Value $7,151 Shares 41 Est. Cost $179.79 Unrealized 0.0%
LZEMX LAZARD EMERGING MARKETS EQUITY FUND INST'L CLASS 0.0%
Value $7,100 Shares 286 Est. Cost $23.07 Unrealized
OR OR ROYALTIES 0.0%
Value $7,078 Shares 200 Est. Cost $24.09 Unrealized +45.4%
MQGIX MFS INTERNATIONAL GROWTH FUND CLASS I 0.0%
Value $7,075 Shares 130 Est. Cost $56.17 Unrealized
AL AIR LEASE CORP 0.0%
Value $6,937 Shares 108 Est. Cost $63.69 Unrealized 0.0%
ALB ALBEMARLE CORP 0.0%
Value $6,931 Shares 49 Est. Cost $113.25 Unrealized 0.0%
MKC MCCORMICK & CO INC COM 0.0%
Value $6,811 Shares 100 Est. Cost $73.41 Unrealized -10.2%
TQMIX AMG TIMES SQUARE MID CAP GROWTH FUND CLASS I 0.0%
Value $6,791 Shares 408 Est. Cost $19.13 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS INC 0.0%
Value $6,710 Shares 28 Est. Cost $236.85 Unrealized 0.0%
BEXIX BARON EMERGING MARKETS FUND INST'L CLASS 0.0%
Value $6,651 Shares 348 Est. Cost $19.74 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.0%
Value $6,636 Shares 11 Est. Cost $596.00 Unrealized
PULS PGIM ETF TR ULTRA SHORT 0.0%
Value $6,546 Shares 132 Est. Cost $49.83 Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $6,467 Shares 138 Est. Cost $42.60 Unrealized
RLI RLI CORP 0.0%
Value $6,398 Shares 100 Est. Cost $61.46 Unrealized 0.0%
RACE FERRARI NV SHS ISIN#NL0011585146 0.0%
Value $6,283 Shares 17 Est. Cost $254.02 Unrealized +57.5%
DODGX DODGE & COX STOCK FUND 0.0%
Value $6,254 Shares 377 Est. Cost $31.81 Unrealized
WFMIX ALLSPRING SPECIAL MID CAP VALUE FUND INST'L CLASS 0.0%
Value $6,227 Shares 137 Est. Cost $49.84 Unrealized
FSEIX NUVEEN MID CAP VALUE FUND CLASS I 0.0%
Value $6,063 Shares 116 Est. Cost $58.51 Unrealized
VEEV VEEVA SYS INC CL A 0.0%
Value $6,027 Shares 27 Est. Cost $265.35 Unrealized 0.0%
UCON FIRST TRUST SMITH UNCONSTRAINED 0.0%
Value $5,965 Shares 237 Est. Cost $24.45 Unrealized
WBD WARNER BROS DISCOVERY 0.0%
Value $5,850 Shares 203 Est. Cost $14.23 Unrealized +64.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value $5,810 Shares 70 Est. Cost $69.81 Unrealized +6.9%
JMIEX JP MORGAN EMERGING MARKETS EQUITY FUND CLASS L 0.0%
Value $5,802 Shares 138 Est. Cost $40.59 Unrealized
LLPFX LONGLEAF PARTNERS PARTNERS FUND NO-LOAD 0.0%
Value $5,778 Shares 260 Est. Cost $23.98 Unrealized
SFNNX SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY INDEX FUND 0.0%
Value $5,747 Shares 414 Est. Cost $13.53 Unrealized
EXPGY EXPERIAN PLC SPON ADR 0.0%
Value $5,691 Shares 126 Est. Cost $50.21 Unrealized
NTDOY NINTENDO LTD ADR UNSPON 0.0%
Value $5,682 Shares 337 Est. Cost $21.34 Unrealized
KMX CARMAX INC 0.0%
Value $5,680 Shares 147 Est. Cost $39.99 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value $5,679 Shares 10 Est. Cost $620.52 Unrealized 0.0%
FFIV F5 INC 0.0%
Value $5,616 Shares 22 Est. Cost $279.63 Unrealized -3.8%
VICI VICI PPTYS INC 0.0%
Value $5,596 Shares 199 Est. Cost $29.30 Unrealized 0.0%
WU WESTERN UNION CO 0.0%
Value $5,586 Shares 600 Est. Cost $18.11 Unrealized
SLVM SYLVAMO CORP 0.0%
Value $5,586 Shares 116 Est. Cost $44.63 Unrealized +1.0%
VWUAX VANGUARD US GROWTH FUND ADMIRAL CLASS 0.0%
Value $5,566 Shares 29 Est. Cost $212.41 Unrealized
RGLD ROYAL GOLD, INC. 0.0%
Value $5,557 Shares 25 Est. Cost $198.37 Unrealized 0.0%
RBA RB GLOBAL INC 0.0%
Value $5,349 Shares 52 Est. Cost $59.12 Unrealized +71.8%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value $5,340 Shares 226 Est. Cost $23.63 Unrealized
WDFC WD 40 CO 0.0%
Value $5,316 Shares 27 Est. Cost $195.95 Unrealized 0.0%
NGD NEW GOLD INC 0.0%
Value $5,226 Shares 600 Est. Cost $3.36 Unrealized +124.3%
ITT ITT INC 0.0%
Value $5,205 Shares 30 Est. Cost $167.78 Unrealized +6.8%
LCMMX CLEARBRIDGE LG CAP GWTH O 0.0%
Value $5,200 Shares 70 Est. Cost $81.24 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value $5,182 Shares 25 Est. Cost $102.27 Unrealized +98.3%
PAAS PAN AMERICAN SILVER CORP. 0.0%
Value $5,181 Shares 100 Est. Cost $41.86 Unrealized 0.0%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value $5,145 Shares 58 Est. Cost $56.17 Unrealized +58.9%
DFEOX DFA U.S. CORE EQUITY 1 FUND INST'L CLASS 0.0%
Value $5,071 Shares 102 Est. Cost $48.43 Unrealized
PRBLX PARNASSUS CORE EQUITY FUND INVESTOR CLASS 0.0%
Value $5,051 Shares 90 Est. Cost $63.97 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.0%
Value $4,899 Shares 164 Est. Cost $31.36 Unrealized 0.0%
AMR ALPHA METALLURGICAL RESOURCES INC 0.0%
Value $4,797 Shares 24 Est. Cost $13.54 Unrealized +1176.8%
GQJIX GQG PARTNERS INTL QLTY DIV INC INS 0.0%
Value $4,749 Shares 399 Est. Cost $11.48 Unrealized
LOGC CONTEXTLOGIC HOLDINGS INC 0.0%
Value $4,730 Shares 624 Est. Cost $7.98 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $4,692 Shares 74 Est. Cost $69.45 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value $4,621 Shares 174 Est. Cost $14.43 Unrealized +87.9%
LW LAMB WESTON HLDGS INC COM 0.0%
Value $4,608 Shares 110 Est. Cost $57.43 Unrealized +2.2%
BIMBX BLACKROCK SYSTEMATIC MULTI STRATEGY FUND INST'L CLASS 0.0%
Value $4,581 Shares 442 Est. Cost $10.42 Unrealized
JPLD JMORGAN LIMITED DURATION BOND 0.0%
Value $4,449 Shares 85 Est. Cost $52.47 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $4,411 Shares 39 Est. Cost $109.05 Unrealized +19.3%
OKTA OKTA INC 0.0%
Value $4,410 Shares 51 Est. Cost $93.37 Unrealized -6.5%
TECH BIO-TECHNE CORP COM 0.0%
Value $4,352 Shares 74 Est. Cost $78.25 Unrealized -22.4%
CMNIX CALAMOS MKT NEUTRAL INCOME FUND CLASS I 0.0%
Value $4,269 Shares 272 Est. Cost $15.64 Unrealized
OCANF OCEANAGOLD CORP 0.0%
Value $4,245 Shares 150 Est. Cost $16.80 Unrealized +47.7%
VUSB VANGUARD ULTRA-SHORT BD ETF 0.0%
Value $4,236 Shares 85 Est. Cost $50.00 Unrealized
SCZ ISHARES TR MSCI EAFE SMALL CAP INDEX FD 0.0%
Value $4,187 Shares 54 Est. Cost $61.23 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value $4,175 Shares 20 Est. Cost $514.77 Unrealized -56.3%
ECSWX EMBARK COMMODITY STRATEGY FUND INST'L CLASS 0.0%
Value $3,987 Shares 383 Est. Cost $11.04 Unrealized
NET CLOUDFLARE INC 0.0%
Value $3,943 Shares 20 Est. Cost $211.53 Unrealized 0.0%
GEN GEN DIGITAL INC 0.0%
Value $3,943 Shares 145 Est. Cost $22.79 Unrealized +17.8%
JMUEX JP MORGAN US EQUITY FUND CLASS L 0.0%
Value $3,862 Shares 143 Est. Cost $28.29 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value $3,832 Shares 21 Est. Cost $166.24 Unrealized 0.0%
VSOIX VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY FUND CLASS I 0.0%
Value $3,831 Shares 84 Est. Cost $47.42 Unrealized
ACA ARCOSA INC 0.0%
Value $3,828 Shares 36 Est. Cost $53.51 Unrealized +88.5%
VGT VANGUARD SECTOR INDEX FDS VANGUARD INFORMATION TECHNOLOGY VIPERS 0.0%
Value $3,769 Shares 5 Est. Cost $746.60 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value $3,748 Shares 13 Est. Cost $174.30 Unrealized +48.3%
ASM AVINO SILVER & GOLD MINES LTD COM 0.0%
Value $3,726 Shares 600 Est. Cost $3.36 Unrealized +60.0%
PCAR PACCAR INC 0.0%
Value $3,723 Shares 34 Est. Cost $92.23 Unrealized +9.7%
PAGP PLAINS GP HOLDINGS LP CL A NEW 0.0%
Value $3,675 Shares 192 Est. Cost $19.14 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON ADR 0.0%
Value $3,619 Shares 24 Est. Cost $122.29 Unrealized
DBLSX DOUBLELINE LOW DURATION BOND FUND CLASS I 0.0%
Value $3,545 Shares 367 Est. Cost $9.66 Unrealized
BSFIX BARON SMALL CAP FUND INST'L CLASS 0.0%
Value $3,542 Shares 117 Est. Cost $33.08 Unrealized
USFR WISDOMTREE FLOATING RATE 0.0%
Value $3,472 Shares 69 Est. Cost $50.28 Unrealized
IT GARTNER GROUP CL A 0.0%
Value $3,280 Shares 13 Est. Cost $322.72 Unrealized -25.4%
PAAIX PIMCO ALL ASSET FUND INST'L CLASS 0.0%
Value $3,253 Shares 285 Est. Cost $11.62 Unrealized
VFSUX VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL CLASS 0.0%
Value $3,169 Shares 301 Est. Cost $10.51 Unrealized
BHP BHP GROUP LIMITED 0.0%
Value $3,139 Shares 52 Est. Cost $60.37 Unrealized
CIVIX CAUSEWAY INTERNATIONAL VALUE FUND INST'L CLASS 0.0%
Value $3,025 Shares 129 Est. Cost $23.86 Unrealized
LINK INTERLINK ELECTRONICS INC. 0.0%
Value $3,011 Shares 776 Est. Cost $5.45 Unrealized -5.1%
VBR VANGUARD SMALL-CAP VALUE VIPERS 0.0%
Value $2,965 Shares 14 Est. Cost $200.78 Unrealized
TQAIX T ROWE PRICE INTGRTD US SMALL CAP GROWTH EQ FD CLASS I 0.0%
Value $2,947 Shares 65 Est. Cost $47.51 Unrealized
SBSW SIBANYE STILLWATER LTD SPONSORED ADR 0.0%
Value $2,850 Shares 200 Est. Cost $6.69 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value $2,845 Shares 250 Est. Cost $15.38 Unrealized -31.3%
CLH CLEAN HARBORS, INC. 0.0%
Value $2,814 Shares 12 Est. Cost $81.27 Unrealized +181.1%
OXY/WS OCCIDENTAL PETE CORP SR 0.0%
Value $2,752 Shares 143 Est. Cost $3.02 Unrealized
EOG EOG RESOURCES INC 0.0%
Value $2,730 Shares 26 Est. Cost $121.50 Unrealized -11.8%
DDOG DATADOG INC 0.0%
Value $2,720 Shares 20 Est. Cost $158.02 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value $2,617 Shares 41 Est. Cost $69.66 Unrealized -12.4%
CAG CONAGRA BRANDS INC 0.0%
Value $2,510 Shares 145 Est. Cost $24.04 Unrealized -26.6%
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $2,425 Shares 153 Est. Cost $15.68 Unrealized 0.0%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value $2,383 Shares 12 Est. Cost $194.50 Unrealized
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value $2,371 Shares 2,507 Est. Cost $5.19 Unrealized
FJPNX FIDELITY JAPAN FUND RETAIL CLASS 0.0%
Value $2,363 Shares 120 Est. Cost $20.86 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value $2,333 Shares 486 Est. Cost $20.23 Unrealized -68.8%
BTC GRAYSCALE BITCION MINI TR BTC 0.0%
Value $2,285 Shares 59 Est. Cost $41.13 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $2,263 Shares 45 Est. Cost $50.31 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY FUND INST'L CLASS 0.0%
Value $2,232 Shares 326 Est. Cost $6.80 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value $2,232 Shares 100 Est. Cost $26.79 Unrealized -21.2%
JOEMX JOHCM EMERGING MARKETS OPPS FUND INST'L CLASS 0.0%
Value $2,227 Shares 149 Est. Cost $14.79 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $2,128 Shares 27 Est. Cost $78.93 Unrealized
HAL HALLIBURTON CO. 0.0%
Value $2,120 Shares 75 Est. Cost $30.33 Unrealized -13.3%
VBILX VANGUARD INTERM-TERM BOND INDEX FUND ADMIRAL CLASS 0.0%
Value $2,068 Shares 196 Est. Cost $10.57 Unrealized
FLEX FLEX LTD 0.0%
Value $2,054 Shares 34 Est. Cost $35.26 Unrealized +75.2%
ZION ZIONS BANCORP 0.0%
Value $2,049 Shares 35 Est. Cost $47.34 Unrealized +15.0%
TRGP TARGA RES CORP COM 0.0%
Value $2,030 Shares 11 Est. Cost $175.16 Unrealized -4.0%
FSM FORTUNA MINING CORP. 0.0%
Value $1,962 Shares 200 Est. Cost $6.19 Unrealized +45.3%
FLO FLOWERS FOODS INC 0.0%
Value $1,882 Shares 173 Est. Cost $22.89 Unrealized -50.0%
NTAP NETAPP INC 0.0%
Value $1,821 Shares 17 Est. Cost $121.10 Unrealized -6.2%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $1,750 Shares 27 Est. Cost $50.07 Unrealized +17.4%
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value $1,733 Shares 113 Est. Cost $45.74 Unrealized -60.5%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.0%
Value $1,684 Shares 35 Est. Cost $52.34 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $1,663 Shares 8 Est. Cost $372.04 Unrealized -51.3%
VOD VODAFONE GROUP PLC 0.0%
Value $1,559 Shares 118 Est. Cost $10.02 Unrealized
NDVIX MFS NEW DISCOVERY VALUE FUND CLASS I 0.0%
Value $1,533 Shares 91 Est. Cost $16.85 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value $1,503 Shares 403 Est. Cost $3.77 Unrealized -2.8%
ARKK ARK INNOVATION ETF 0.0%
Value $1,461 Shares 19 Est. Cost $47.53 Unrealized
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value $1,405 Shares 21 Est. Cost $112.65 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $1,398 Shares 7 Est. Cost $74.43 Unrealized
GAIN GLADSTONE INVESTMENT CORPORATION - CLOSED END FUND 0.0%
Value $1,397 Shares 100 Est. Cost $12.89 Unrealized +5.2%
MSTR STRATEGY INC COMMON STOCK 0.0%
Value $1,368 Shares 9 Est. Cost $371.01 Unrealized -37.9%
PNR PENTAIR PLC 0.0%
Value $1,354 Shares 13 Est. Cost $84.45 Unrealized +26.4%
ACGL ARCH CAPITAL GROUP LTD. 0.0%
Value $1,343 Shares 14 Est. Cost $98.18 Unrealized -6.8%
HUBB HUBBELL INC 0.0%
Value $1,332 Shares 3 Est. Cost $383.93 Unrealized +13.9%
NVT NVENT ELECTRIC PLC 0.0%
Value $1,326 Shares 13 Est. Cost $67.91 Unrealized +52.6%
F FORD MOTOR COMPANY 0.0%
Value $1,312 Shares 100 Est. Cost $9.87 Unrealized +30.0%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value $1,130 Shares 49 Est. Cost $21.79 Unrealized
RYN RAYONIER INC COM 0.0%
Value $1,039 Shares 48 Est. Cost $26.34 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value $1,016 Shares 30 Est. Cost $33.15 Unrealized -2.2%
HLN HALEON PLC 0.0%
Value $1,011 Shares 100 Est. Cost $8.34 Unrealized
SNY SANOFI 0.0%
Value $969 Shares 20 Est. Cost $54.28 Unrealized
CCL CARNIVAL CORP 0.0%
Value $916 Shares 30 Est. Cost $27.88 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value $880 Shares 32 Est. Cost $12.55 Unrealized +114.4%
CFR CULLEN FROST BANKERS INC 0.0%
Value $760 Shares 6 Est. Cost $104.76 Unrealized +19.1%
TTD TRADE DESK INC/THE CLASS A 0.0%
Value $759 Shares 20 Est. Cost $63.45 Unrealized -30.1%
RUM RUMBLE ORD SHS CLASS A 0.0%
Value $632 Shares 100 Est. Cost $5.89 Unrealized +16.4%
EMBC EMBECTA CORP 0.0%
Value $546 Shares 46 Est. Cost $25.42 Unrealized -48.6%
GOOD GLADSTONE COMMERCIAL CORPORATION - COMMON STOCK 0.0%
Value $534 Shares 50 Est. Cost $14.34 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQUITY ETF 0.0%
Value $529 Shares 22 Est. Cost $24.05 Unrealized
GLAD GLADSTONE CAPITAL CORP 0.0%
Value $517 Shares 25 Est. Cost $24.12 Unrealized -18.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value $512 Shares 5 Est. Cost $102.19 Unrealized -0.0%
THVB THOMASVILLE BANCSHARES INC GA COMMON STOCK 0.0%
Value $505 Shares 5 Est. Cost $84.09 Unrealized +6.5%
UAA UNDER ARMOUR INC CL A COM 0.0%
Value $497 Shares 100 Est. Cost $6.23 Unrealized -25.7%
NAVI NAVIENT CORP COM 0.0%
Value $481 Shares 37 Est. Cost $15.39 Unrealized -19.1%
UA UNDER AMOUR INC CL C 0.0%
Value $480 Shares 100 Est. Cost $5.90 Unrealized -24.6%
NXT NEXTPOWER INC 0.0%
Value $436 Shares 5 Est. Cost $53.20 Unrealized +70.4%
NIO NIO INC 0.0%
Value $408 Shares 80 Est. Cost $3.72 Unrealized
FULIX FEDERATED HERMES ULTRASHORT BOND FUND INST'L SHARES 0.0%
Value $407 Shares 44 Est. Cost $9.37 Unrealized
AES AES CORP 0.0%
Value $402 Shares 28 Est. Cost $16.44 Unrealized -14.6%
EXC EXELON CORP 0.0%
Value $392 Shares 9 Est. Cost $32.38 Unrealized +40.4%
FOXA FOX CORP SR GLBL NT 0.0%
Value $365 Shares 5 Est. Cost $35.41 Unrealized +84.5%
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value $325 Shares 12 Est. Cost $25.40 Unrealized
BLNK BLINK CHARGING CO 0.0%
Value $239 Shares 359 Est. Cost $2.82 Unrealized -48.7%
SJM SMUCKER J M CO 0.0%
Value $196 Shares 2 Est. Cost $100.51 Unrealized +2.3%
FTRE FORTREA HLDGS INC 0.0%
Value $173 Shares 10 Est. Cost $29.59 Unrealized -58.2%
BNT BROOKFIELD WEALTH SOL LTD 0.0%
Value $138 Shares 3 Est. Cost $36.07 Unrealized +26.4%
OGN Organon & Co. 0.0%
Value $79 Shares 11 Est. Cost $29.51 Unrealized -73.3%
AI C3.AI, INC. 0.0%
Value $67 Shares 5 Est. Cost $20.88 Unrealized -23.6%
VHI VALHI INC NEW 0.0%
Value $48 Shares 4 Est. Cost $16.75 Unrealized -20.4%
YETI YETI HOLDINGS INC 0.0%
Value $44 Shares 1 Est. Cost $44.31 Unrealized -13.2%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value $9 Shares 125 Est. Cost Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value $1 Shares 350 Est. Cost $0.00 Unrealized +73.2%
FELLOWS ENERGY LTD COM 0.0%
Value $0 Shares 1,000 Est. Cost Unrealized
FEDNAT HOLDING COMPANY 0.0%
Value $0 Shares 1,110 Est. Cost Unrealized
LL FLOORING HLDGS INC 0.0%
Value $0 Shares 800 Est. Cost Unrealized
WAVE SYS CORP CL A NEW 0.0%
Value $0 Shares 1 Est. Cost Unrealized
ATP OIL & GAS CORPORATION 0.0%
Value $0 Shares 400 Est. Cost Unrealized
LFSWF LIFEIST WELLNESS INC 0.0%
Value $0 Shares 10 Est. Cost $0.07 Unrealized -31.6%