WEDBUSH SECURITIES INC Diversified Active

CIK: 0001142495 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $2,258 (100.0% shares, 0.0% debt)

Holdings (1,084)

VOO VANGUARD S&P 500 12.3%
Value ($000) $278 Shares 635,696 Est. Cost $61.96 Unrealized
AAPL APPLE INC 8.6%
Value ($000) $195 Shares 1,012,271 Est. Cost $109.96 Unrealized +66.2%
MSFT MICROSOFT CORP 3.5%
Value ($000) $80 Shares 212,165 Est. Cost $158.86 Unrealized +120.5%
AMZN AMAZON.COM INC 2.9%
Value ($000) $65 Shares 430,945 Est. Cost $124.81 Unrealized +12.3%
NVDA NVIDIA CORP 2.2%
Value ($000) $50 Shares 101,933 Est. Cost $18.02 Unrealized +157.0%
SGOV ISHARES 1.8%
Value ($000) $41 Shares 406,228 Est. Cost $6.65 Unrealized
QQQ INVESCO QQQ 1.7%
Value ($000) $39 Shares 95,160 Est. Cost $164.55 Unrealized
IVV ISHARES 1.4%
Value ($000) $32 Shares 67,177 Est. Cost $359.25 Unrealized
COST COSTCO WHOLESALE CORP 1.3%
Value ($000) $29 Shares 43,865 Est. Cost $304.88 Unrealized +88.1%
GOOGL ALPHABET INC 1.2%
Value ($000) $26 Shares 189,351 Est. Cost $109.75 Unrealized +21.5%
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $22 Shares 46,356 Est. Cost $253.69 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $20 Shares 58,505 Est. Cost $182.18 Unrealized +61.2%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $19 Shares 52,748 Est. Cost $210.49 Unrealized +66.7%
TSLA TESLA INC 0.8%
Value ($000) $19 Shares 74,489 Est. Cost $250.51 Unrealized -5.1%
CVX CHEVRON CORP 0.8%
Value ($000) $18 Shares 117,535 Est. Cost $90.94 Unrealized +51.5%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $16 Shares 96,106 Est. Cost $95.71 Unrealized +51.4%
GOOG ALPHABET INC 0.7%
Value ($000) $16 Shares 112,232 Est. Cost $109.08 Unrealized +23.5%
META META PLATFORMS INC 0.7%
Value ($000) $16 Shares 43,853 Est. Cost $172.29 Unrealized +87.7%
V VISA INC 0.7%
Value ($000) $15 Shares 59,066 Est. Cost $123.48 Unrealized +96.5%
ABBV ABBVIE INC 0.6%
Value ($000) $14 Shares 93,144 Est. Cost $60.61 Unrealized +123.9%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $13 Shares 25,385 Est. Cost $214.14 Unrealized +138.8%
BA BOEING COMPANY 0.6%
Value ($000) $13 Shares 50,278 Est. Cost $209.54 Unrealized +2.1%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $12 Shares 84,100 Est. Cost $95.92 Unrealized +46.6%
LLY ELI LILLY & CO 0.5%
Value ($000) $12 Shares 20,725 Est. Cost $293.09 Unrealized +96.2%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $11 Shares 38,240 Est. Cost $96.73 Unrealized +38.2%
FVD FIRST TRUST VALUE LINE 0.5%
Value ($000) $11 Shares 271,943 Est. Cost $37.45 Unrealized
VTI VANGUARD TOTAL STOCK 0.5%
Value ($000) $11 Shares 45,376 Est. Cost $119.97 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $11 Shares 105,917 Est. Cost $58.46 Unrealized +66.9%
DIA SPDR DOW JONES 0.5%
Value ($000) $10 Shares 27,517 Est. Cost $132.73 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $10 Shares 16,670 Est. Cost $265.43 Unrealized +117.3%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $10 Shares 194,064 Est. Cost $37.67 Unrealized +27.4%
JEPI JPMORGAN 0.4%
Value ($000) $9 Shares 172,375 Est. Cost $19.19 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $9 Shares 60,378 Est. Cost $105.67 Unrealized +35.9%
AMD ADVANCED MICRO DEVICES 0.4%
Value ($000) $9 Shares 64,109 Est. Cost $72.86 Unrealized +61.8%
MA MASTERCARD INC 0.4%
Value ($000) $9 Shares 22,087 Est. Cost $191.48 Unrealized +107.4%
COWZ PACER 0.4%
Value ($000) $9 Shares 180,624 Est. Cost $3.88 Unrealized
GOLD A-MARK PRECIOUS METALS 0.4%
Value ($000) $9 Shares 308,669 Est. Cost $28.55 Unrealized -0.2%
NVO NOVO NORDISK AS 0.4%
Value ($000) $9 Shares 90,120 Est. Cost $1.46 Unrealized
VGT VANGUARD INFORMATION 0.4%
Value ($000) $9 Shares 19,090 Est. Cost $226.21 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $9 Shares 31,612 Est. Cost $174.76 Unrealized +46.0%
BLACKROCK SCIENCE & 0.4%
Value ($000) $9 Shares 269,045 Est. Cost $2.22 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $9 Shares 29,430 Est. Cost $186.53 Unrealized +38.7%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $9 Shares 52,790 Est. Cost $105.78 Unrealized +33.8%
QCOM QUALCOMM INC 0.4%
Value ($000) $8 Shares 57,150 Est. Cost $82.31 Unrealized +43.8%
MRK MERCK & COMPANY INC NEW 0.4%
Value ($000) $8 Shares 75,811 Est. Cost $55.71 Unrealized +73.8%
DVY ISHARES SELECT 0.4%
Value ($000) $8 Shares 70,305 Est. Cost $107.02 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $8 Shares 89,051 Est. Cost $126.11 Unrealized -31.6%
SHV ISHARES 0.4%
Value ($000) $8 Shares 72,828 Est. Cost $24.63 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $8 Shares 29,482 Est. Cost $172.12 Unrealized +29.9%
PEP PEPSICO INC 0.3%
Value ($000) $8 Shares 45,614 Est. Cost $111.81 Unrealized +37.5%
NXDT NEXPOINT 0.3%
Value ($000) $8 Shares 945,306 Est. Cost $10.11 Unrealized
BLACKROCK SCIENCE & 0.3%
Value ($000) $7 Shares 442,645 Est. Cost $2.66 Unrealized
BIL SPDR BLOOMBERG 0.3%
Value ($000) $7 Shares 77,179 Est. Cost $24.12 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $7 Shares 139,522 Est. Cost $36.29 Unrealized +10.3%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $7 Shares 207,022 Est. Cost $23.18 Unrealized +19.1%
XLE SECTOR ENERGY SELECT 0.3%
Value ($000) $7 Shares 82,528 Est. Cost $49.07 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $7 Shares 14,723 Est. Cost $287.73 Unrealized +45.1%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $7 Shares 34,152 Est. Cost $151.35 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $7 Shares 13,405 Est. Cost $36.88 Unrealized +18.4%
KO COCA-COLA COMPANY 0.3%
Value ($000) $6 Shares 109,621 Est. Cost $41.09 Unrealized +29.6%
XLV SECTOR HEALTHCARE 0.3%
Value ($000) $6 Shares 44,423 Est. Cost $87.48 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $6 Shares 207,244 Est. Cost $25.58 Unrealized +3.2%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $6 Shares 39,769 Est. Cost $89.06 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $6 Shares 155,726 Est. Cost $36.08 Unrealized -14.1%
AVGO BROADCOM INC 0.3%
Value ($000) $6 Shares 5,105 Est. Cost $38.62 Unrealized +138.8%
ORCL ORACLE CORP 0.2%
Value ($000) $6 Shares 52,732 Est. Cost $56.52 Unrealized +88.8%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $6 Shares 29,665 Est. Cost $113.90 Unrealized +37.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $5 Shares 56,748 Est. Cost $63.58 Unrealized +45.0%
CGDV CAPITAL GROUP DIVIDEND 0.2%
Value ($000) $5 Shares 179,884 Est. Cost $2.14 Unrealized
QUAL ISHARES 0.2%
Value ($000) $5 Shares 36,232 Est. Cost $98.23 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $5 Shares 17,807 Est. Cost $136.71 Unrealized +83.8%
BX BLACKSTONE INC 0.2%
Value ($000) $5 Shares 39,498 Est. Cost $63.83 Unrealized +59.9%
NOBL PROSHARES TRUST 0.2%
Value ($000) $5 Shares 52,749 Est. Cost $43.64 Unrealized
WMT WALMART INC 0.2%
Value ($000) $5 Shares 30,604 Est. Cost $36.38 Unrealized +42.0%
XLK SECTOR TECHNOLOGY 0.2%
Value ($000) $5 Shares 24,856 Est. Cost $48.18 Unrealized
IYY ISHARES 0.2%
Value ($000) $5 Shares 39,506 Est. Cost $98.55 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $5 Shares 6,498 Est. Cost $105.83 Unrealized +19.1%
MINT PIMCO ENHANCED SHORT 0.2%
Value ($000) $5 Shares 45,768 Est. Cost $17.76 Unrealized
CALF PACER 0.2%
Value ($000) $5 Shares 94,091 Est. Cost $5.52 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $4 Shares 39,425 Est. Cost $63.39 Unrealized +51.6%
IWM ISHARES RUSSELL 2000 0.2%
Value ($000) $4 Shares 21,619 Est. Cost $125.52 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $4 Shares 16,608 Est. Cost $121.49 Unrealized +92.8%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $4 Shares 12,765 Est. Cost $281.33 Unrealized +6.0%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $4 Shares 13,588 Est. Cost $167.16 Unrealized
DE DEERE & CO 0.2%
Value ($000) $4 Shares 10,031 Est. Cost $284.74 Unrealized +28.2%
TLT ISHARES 0.2%
Value ($000) $4 Shares 40,329 Est. Cost $64.87 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $4 Shares 49,817 Est. Cost $57.87 Unrealized +13.0%
T AT&T INC 0.2%
Value ($000) $4 Shares 230,470 Est. Cost $14.35 Unrealized -1.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $4 Shares 15,722 Est. Cost $153.23 Unrealized +36.6%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $4 Shares 7,830 Est. Cost $239.99 Unrealized +75.8%
PPIH PERMA PIPE INTL HOLDINGS 0.2%
Value ($000) $4 Shares 476,357 Est. Cost $8.34 Unrealized -15.6%
FIVE FIVE BELOW INC 0.2%
Value ($000) $4 Shares 17,488 Est. Cost $132.28 Unrealized +38.8%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $4 Shares 16,748 Est. Cost $129.33 Unrealized +50.6%
TGT TARGET CORP 0.2%
Value ($000) $4 Shares 25,902 Est. Cost $115.53 Unrealized -2.2%
MMM 3M COMPANY 0.2%
Value ($000) $4 Shares 33,359 Est. Cost $113.89 Unrealized -33.7%
SCHD SCHWAB U S DIVIDEND 0.2%
Value ($000) $4 Shares 47,148 Est. Cost $38.95 Unrealized
SPYD SPDR PORTFOLIO 0.2%
Value ($000) $4 Shares 90,752 Est. Cost $19.79 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $4 Shares 78,361 Est. Cost $44.84 Unrealized -5.4%
USB U S BANCORP DE NEW 0.2%
Value ($000) $4 Shares 81,332 Est. Cost $37.16 Unrealized -10.9%
DOW DOW INC 0.2%
Value ($000) $3 Shares 63,638 Est. Cost $47.80 Unrealized -6.5%
WFC WELLS FARGO & CO 0.2%
Value ($000) $3 Shares 70,504 Est. Cost $34.29 Unrealized +19.6%
HYLS FIRST TRUST IV 0.2%
Value ($000) $3 Shares 83,026 Est. Cost $16.39 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $3 Shares 56,040 Est. Cost $43.80 Unrealized +19.4%
SNPS SYNOPSYS INC 0.2%
Value ($000) $3 Shares 6,577 Est. Cost $176.43 Unrealized +189.8%
IQLT ISHARES 0.1%
Value ($000) $3 Shares 89,805 Est. Cost $17.22 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $3 Shares 64,438 Est. Cost $45.70 Unrealized -9.5%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $3 Shares 6,457 Est. Cost $219.41 Unrealized +96.9%
IJR ISHARES CORE S&P 0.1%
Value ($000) $3 Shares 30,212 Est. Cost $66.61 Unrealized
XLU SELECT UTILITIES SELECT 0.1%
Value ($000) $3 Shares 51,596 Est. Cost $52.98 Unrealized
NKE NIKE INC 0.1%
Value ($000) $3 Shares 28,452 Est. Cost $78.91 Unrealized +30.5%
CIBR FIRST TRUST 0.1%
Value ($000) $3 Shares 57,248 Est. Cost $39.35 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $3 Shares 22,287 Est. Cost $67.26 Unrealized +65.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $3 Shares 25,336 Est. Cost $60.95 Unrealized +80.0%
BKLN INVESCO 0.1%
Value ($000) $3 Shares 138,449 Est. Cost $21.94 Unrealized
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $3 Shares 12,458 Est. Cost $126.71 Unrealized
MANITEX INTERNATIONAL 0.1%
Value ($000) $3 Shares 327,810 Est. Cost $2.60 Unrealized
EPD ENTERPRISE PRODUCTS 0.1%
Value ($000) $3 Shares 108,348 Est. Cost $14.06 Unrealized
RTX RTX CORP 0.1%
Value ($000) $3 Shares 33,797 Est. Cost $57.42 Unrealized +31.7%
CMCSA COMCAST CORP CL A NEW 0.1%
Value ($000) $3 Shares 64,373 Est. Cost $33.22 Unrealized +20.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $3 Shares 1,771 Est. Cost $975.63 Unrealized +45.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $3 Shares 782 Est. Cost $2200.27 Unrealized +39.4%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $3 Shares 21,381 Est. Cost $51.17 Unrealized +78.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $3 Shares 44,739 Est. Cost $60.39 Unrealized -11.5%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $3 Shares 17,237 Est. Cost $114.10 Unrealized +17.7%
PIONEER NATURAL 0.1%
Value ($000) $3 Shares 12,039 Est. Cost $73.04 Unrealized
UMH UMH PROPERTIES INC 0.1%
Value ($000) $3 Shares 175,661 Est. Cost $3.90 Unrealized
TIP ISHARES 0.1%
Value ($000) $3 Shares 24,827 Est. Cost $91.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $3 Shares 6,914 Est. Cost $227.45 Unrealized +39.7%
IEFA ISHARES CORE MSCI 0.1%
Value ($000) $3 Shares 37,776 Est. Cost $35.43 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $3 Shares 10,920 Est. Cost $133.87 Unrealized +61.0%
BLACKROCK INC 0.1%
Value ($000) $3 Shares 3,188 Est. Cost $560.52 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $3 Shares 12,026 Est. Cost $110.98 Unrealized +55.3%
XYLD GLOBAL X 0.1%
Value ($000) $2 Shares 63,334 Est. Cost $22.61 Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value ($000) $2 Shares 58,625 Est. Cost $28.54 Unrealized +25.8%
XLRE SELECT SECTOR TR 0.1%
Value ($000) $2 Shares 61,944 Est. Cost $0.04 Unrealized
LMBS FIRST TRUST 0.1%
Value ($000) $2 Shares 50,469 Est. Cost $49.39 Unrealized
ESGU ISHARES 0.1%
Value ($000) $2 Shares 23,195 Est. Cost $47.52 Unrealized
SRLN SPDR 0.1%
Value ($000) $2 Shares 57,697 Est. Cost $35.97 Unrealized
PFF ISHARES 0.1%
Value ($000) $2 Shares 77,423 Est. Cost $32.45 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.1%
Value ($000) $2 Shares 5,920 Est. Cost $224.52 Unrealized +64.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $2 Shares 29,127 Est. Cost $77.06 Unrealized -7.3%
IJH ISHARES CORE S&P MID 0.1%
Value ($000) $2 Shares 8,613 Est. Cost $172.04 Unrealized
RSP INVESCO S&P 500 EQUAL 0.1%
Value ($000) $2 Shares 15,092 Est. Cost $30.92 Unrealized
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value ($000) $2 Shares 32,702 Est. Cost $46.73 Unrealized +37.6%
ECC EAGLE POINT CREDIT 0.1%
Value ($000) $2 Shares 249,289 Est. Cost $3.60 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $2 Shares 46,091 Est. Cost $43.10 Unrealized +9.1%
FV FIRST TRUST 0.1%
Value ($000) $2 Shares 45,876 Est. Cost $5.84 Unrealized
QYLD GLOBAL X 0.1%
Value ($000) $2 Shares 133,351 Est. Cost $19.05 Unrealized
VEA VANGUARD FTSE DEVELOPED 0.1%
Value ($000) $2 Shares 48,241 Est. Cost $10.86 Unrealized
DIVO AMPLIFY 0.1%
Value ($000) $2 Shares 61,958 Est. Cost $17.63 Unrealized
TMO THERMO FISHER 0.1%
Value ($000) $2 Shares 4,265 Est. Cost $317.76 Unrealized +51.3%
SHY ISHARES 0.1%
Value ($000) $2 Shares 27,498 Est. Cost $71.39 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $2 Shares 36,047 Est. Cost $54.57 Unrealized +1.7%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $2 Shares 13,053 Est. Cost $115.74 Unrealized +25.7%
KLAC KLA CORP 0.1%
Value ($000) $2 Shares 3,818 Est. Cost $155.64 Unrealized +228.3%
SYK STRYKER CORP 0.1%
Value ($000) $2 Shares 7,282 Est. Cost $166.18 Unrealized +65.4%
KMI KINDER MORGAN INC DE 0.1%
Value ($000) $2 Shares 123,232 Est. Cost $13.91 Unrealized +10.2%
XLI SECTOR INDUSTRIAL 0.1%
Value ($000) $2 Shares 18,931 Est. Cost $31.27 Unrealized
VWO VANGUARD FTSE EMERGING 0.1%
Value ($000) $2 Shares 52,460 Est. Cost $11.47 Unrealized
ITA ISHARES U S 0.1%
Value ($000) $2 Shares 16,598 Est. Cost $59.42 Unrealized
FPEI FIRST TRUST 0.1%
Value ($000) $2 Shares 117,681 Est. Cost $0.02 Unrealized
RDVY FIRST TRUST EXCHANGE 0.1%
Value ($000) $2 Shares 40,564 Est. Cost $47.50 Unrealized
BUFR FIRST TRUST 0.1%
Value ($000) $2 Shares 78,859 Est. Cost $8.46 Unrealized
AGM FEDL AGRICULTURAL 0.1%
Value ($000) $2 Shares 10,951 Est. Cost $87.10 Unrealized +74.7%
JEPQ JP MORGAN 0.1%
Value ($000) $2 Shares 41,871 Est. Cost $5.49 Unrealized
F FORD MOTOR CO 0.1%
Value ($000) $2 Shares 171,282 Est. Cost $10.78 Unrealized -10.7%
BSV VANGUARD SHORT TERM 0.1%
Value ($000) $2 Shares 27,086 Est. Cost $79.86 Unrealized
SMH VANECK 0.1%
Value ($000) $2 Shares 11,839 Est. Cost $41.18 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $2 Shares 12,428 Est. Cost $110.15 Unrealized +30.9%
CRWD CROWDSTRIKE HOLDINGS INC 0.1%
Value ($000) $2 Shares 7,626 Est. Cost $160.01 Unrealized +30.9%
IWF ISHARES RUSSELL 1000 0.1%
Value ($000) $2 Shares 6,371 Est. Cost $179.02 Unrealized
GUGGENHEIM STRATEGIC 0.1%
Value ($000) $2 Shares 148,658 Est. Cost $4.97 Unrealized
PLTR PALANTIR TECHNOLOGIES 0.1%
Value ($000) $2 Shares 108,451 Est. Cost $17.67 Unrealized +0.8%
MOAT VANECK 0.1%
Value ($000) $2 Shares 21,807 Est. Cost $17.41 Unrealized
COR CENCORA INC 0.1%
Value ($000) $2 Shares 8,954 Est. Cost $68.91 Unrealized +178.3%
OXFORD LANE CAP CORP 0.1%
Value ($000) $2 Shares 371,939 Est. Cost $4.75 Unrealized
GSLC GOLDMAN SACHS 0.1%
Value ($000) $2 Shares 19,574 Est. Cost $58.55 Unrealized
ETF MANAGERS 0.1%
Value ($000) $2 Shares 44,365 Est. Cost $41.43 Unrealized
ZS ZSCALER INC 0.1%
Value ($000) $2 Shares 8,229 Est. Cost $155.71 Unrealized +18.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2 Shares 4,121 Est. Cost $354.48 Unrealized +9.5%
LQD ISHARES IBOXX 0.1%
Value ($000) $2 Shares 16,362 Est. Cost $127.76 Unrealized
XLF SECTOR FINANCIAL SELECT 0.1%
Value ($000) $2 Shares 47,812 Est. Cost $32.73 Unrealized
DISH NETWORK CORP 0.1%
Value ($000) $2 Shares 18,000 Est. Cost $0.10 Unrealized
PIMCO DYNAMIC 0.1%
Value ($000) $2 Shares 99,101 Est. Cost $21.94 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $2 Shares 22,628 Est. Cost $44.66 Unrealized +43.0%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $2 Shares 28,657 Est. Cost $137.09 Unrealized -58.3%
PBJ INVESCO 0.1%
Value ($000) $2 Shares 38,209 Est. Cost $33.09 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2 Shares 18,009 Est. Cost $62.82 Unrealized +33.5%
RIVERNORTH FLEXIBLE 0.1%
Value ($000) $2 Shares 133,184 Est. Cost $15.22 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $2 Shares 9,715 Est. Cost $121.41 Unrealized +33.8%
VIG VANGUARD DIVIDEND 0.1%
Value ($000) $2 Shares 10,185 Est. Cost $92.84 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $2 Shares 86,589 Est. Cost $10.20 Unrealized +56.4%
FDX FEDEX CORP 0.1%
Value ($000) $2 Shares 6,831 Est. Cost $196.78 Unrealized +23.1%
ABRDN TOTAL DYNAMIC 0.1%
Value ($000) $2 Shares 214,026 Est. Cost $3.70 Unrealized
FFEB FIRST TRUST 0.1%
Value ($000) $2 Shares 40,395 Est. Cost $25.72 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $2 Shares 20,379 Est. Cost $41.65 Unrealized +84.9%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $2 Shares 7,876 Est. Cost $144.91 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $2 Shares 16,112 Est. Cost $42.09 Unrealized
FCNCA FIRST CITIZENS BANCSHARE 0.1%
Value ($000) $2 Shares 1,179 Est. Cost $514.81 Unrealized +170.5%
UAL UNITED AIRLINES HOLDINGS 0.1%
Value ($000) $2 Shares 40,435 Est. Cost $43.84 Unrealized -10.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2 Shares 4,729 Est. Cost $134.83 Unrealized +131.9%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $2 Shares 31,632 Est. Cost $40.07 Unrealized -13.0%
ADP AUTOMATIC DATA 0.1%
Value ($000) $2 Shares 7,105 Est. Cost $161.99 Unrealized +37.1%
DXCM DEXCOM INC 0.1%
Value ($000) $2 Shares 13,300 Est. Cost $77.09 Unrealized +32.5%
PIMCO 0.1%
Value ($000) $2 Shares 80,383 Est. Cost $11.55 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $2 Shares 42,010 Est. Cost $29.14 Unrealized
IHF ISHARES 0.1%
Value ($000) $2 Shares 6,181 Est. Cost $201.32 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $2 Shares 17,297 Est. Cost $63.37 Unrealized +18.1%
VNQ VANGUARD 0.1%
Value ($000) $2 Shares 18,194 Est. Cost $80.44 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2 Shares 19,511 Est. Cost $55.33 Unrealized +30.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $2 Shares 3,367 Est. Cost $297.75 Unrealized +51.8%
ARKK ARK 0.1%
Value ($000) $2 Shares 29,618 Est. Cost $67.03 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $2 Shares 3,280 Est. Cost $361.52 Unrealized +23.5%
IWD ISHARES RUSSELL 1000 0.1%
Value ($000) $2 Shares 9,330 Est. Cost $113.29 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $2 Shares 5,801 Est. Cost $143.09 Unrealized +58.9%
ABRDN HEALTHCARE 0.1%
Value ($000) $2 Shares 83,599 Est. Cost $18.61 Unrealized
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $2 Shares 11,420 Est. Cost $123.53 Unrealized -2.8%
FISV FISERV INC 0.1%
Value ($000) $2 Shares 11,335 Est. Cost $114.69 Unrealized +7.0%
TTD TRADE DESK INC (THE) 0.1%
Value ($000) $2 Shares 20,909 Est. Cost $63.15 Unrealized +16.3%
APD AIR PRODUCTS & CHEMICALS 0.1%
Value ($000) $2 Shares 5,491 Est. Cost $161.45 Unrealized +60.5%
LIN LINDE PLC NEW 0.1%
Value ($000) $2 Shares 3,654 Est. Cost $326.01 Unrealized +17.7%
SRE SEMPRA 0.1%
Value ($000) $1 Shares 20,064 Est. Cost $61.26 Unrealized +8.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $1 Shares 12,566 Est. Cost $71.33 Unrealized +55.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1 Shares 7,528 Est. Cost $86.69 Unrealized +98.6%
ENCORE WIRE CORP 0.1%
Value ($000) $1 Shares 7,000 Est. Cost $47.43 Unrealized
PROSPECT CAP CORP 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $107.60 Unrealized
CI CIGNA GROUP 0.1%
Value ($000) $1 Shares 4,941 Est. Cost $223.54 Unrealized +25.6%
ENB ENBRIDGE INC 0.1%
Value ($000) $1 Shares 41,023 Est. Cost $23.84 Unrealized +23.3%
VYM VANGUARD HIGH DIVIDEND 0.1%
Value ($000) $1 Shares 13,137 Est. Cost $70.86 Unrealized
EW EDWARDS LIFESCIENCES 0.1%
Value ($000) $1 Shares 19,219 Est. Cost $83.10 Unrealized -16.3%
EOG EOG RESOURCES INC 0.1%
Value ($000) $1 Shares 12,090 Est. Cost $98.22 Unrealized +17.7%
DHR DANAHER CORP 0.1%
Value ($000) $1 Shares 6,316 Est. Cost $107.05 Unrealized +96.5%
VBR VANGUARD SMALL CAP VALUE 0.1%
Value ($000) $1 Shares 8,021 Est. Cost $44.49 Unrealized
VOOG VANGUARD S&P 500 0.1%
Value ($000) $1 Shares 5,334 Est. Cost $154.18 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $1 Shares 17,429 Est. Cost $59.88 Unrealized +11.6%
CB CHUBB LTD 0.1%
Value ($000) $1 Shares 6,384 Est. Cost $141.64 Unrealized +50.9%
NUVEEN DYNAMIC 0.1%
Value ($000) $1 Shares 145,134 Est. Cost $12.43 Unrealized
LGLV SPDR SSGA U S 0.1%
Value ($000) $1 Shares 9,839 Est. Cost $0.14 Unrealized
NUVEEN CALIFORNIA 0.1%
Value ($000) $1 Shares 128,188 Est. Cost $14.26 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $1 Shares 20,183 Est. Cost $34.63 Unrealized +74.3%
BIZD VANECK 0.1%
Value ($000) $1 Shares 88,159 Est. Cost $15.58 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1 Shares 10,872 Est. Cost $64.06 Unrealized +86.3%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $1 Shares 17,655 Est. Cost $58.21 Unrealized +23.2%
TEAM ATLASSIAN CORP 0.1%
Value ($000) $1 Shares 5,909 Est. Cost $159.20 Unrealized +23.3%
KNG FIRST TR CBOE VEST S&P 0.1%
Value ($000) $1 Shares 27,105 Est. Cost $24.34 Unrealized
COF CAPITAL ONE 0.1%
Value ($000) $1 Shares 10,684 Est. Cost $95.80 Unrealized +9.1%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $1 Shares 17,068 Est. Cost $64.34 Unrealized +11.5%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $1 Shares 52,930 Est. Cost $46.41 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1 Shares 6,984 Est. Cost $119.08 Unrealized +45.2%
SO SOUTHERN COMPANY 0.1%
Value ($000) $1 Shares 19,641 Est. Cost $42.60 Unrealized +49.6%
BP BP PLC 0.1%
Value ($000) $1 Shares 38,715 Est. Cost $31.02 Unrealized
BLACKROCK INNOVATION 0.1%
Value ($000) $1 Shares 186,589 Est. Cost $5.27 Unrealized
NUVEEN 0.1%
Value ($000) $1 Shares 85,670 Est. Cost $18.26 Unrealized
COHEN & STEERS 0.1%
Value ($000) $1 Shares 63,271 Est. Cost $23.34 Unrealized
QTEC FIRST TRUST 0.1%
Value ($000) $1 Shares 7,539 Est. Cost $65.43 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $1 Shares 22,973 Est. Cost $42.22 Unrealized +10.1%
TJX TJX COS INC NEW 0.1%
Value ($000) $1 Shares 14,015 Est. Cost $57.52 Unrealized +51.7%
VXUS VANGUARD TOTAL INTL 0.1%
Value ($000) $1 Shares 22,505 Est. Cost $40.25 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $1 Shares 9,269 Est. Cost $74.21 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1 Shares 50,876 Est. Cost $23.29 Unrealized +7.1%
VCIT VANGUARD INTERMEDIATE 0.1%
Value ($000) $1 Shares 15,940 Est. Cost $9.47 Unrealized
VIRTUS 0.1%
Value ($000) $1 Shares 74,272 Est. Cost $25.88 Unrealized
VOOV VANGUARD S&P 500 0.1%
Value ($000) $1 Shares 7,652 Est. Cost $79.44 Unrealized
IDXX IDEXX LABORATORIES INC 0.1%
Value ($000) $1 Shares 2,313 Est. Cost $364.60 Unrealized +28.8%
CTAS CINTAS CORP 0.1%
Value ($000) $1 Shares 2,124 Est. Cost $60.15 Unrealized +118.9%
MGM MGM RESORTS INTL 0.1%
Value ($000) $1 Shares 28,621 Est. Cost $32.52 Unrealized +20.6%
BNDX VANGUARD TOTAL INTL BOND 0.1%
Value ($000) $1 Shares 25,831 Est. Cost $19.71 Unrealized
EFA ISHARES MSCI 0.1%
Value ($000) $1 Shares 16,824 Est. Cost $69.53 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $1 Shares 8,516 Est. Cost $52.46 Unrealized +170.7%
SHEL SHELL PLC 0.1%
Value ($000) $1 Shares 19,173 Est. Cost $50.46 Unrealized
BND VANGUARD TOTAL BOND 0.1%
Value ($000) $1 Shares 17,118 Est. Cost $79.50 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 13,324 Est. Cost $66.53 Unrealized +25.8%
FTSM FIRST TRUST 0.1%
Value ($000) $1 Shares 20,978 Est. Cost $10.62 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $1 Shares 1,997 Est. Cost $332.59 Unrealized +63.8%
ZBRA ZEBRA TECHNOLOGIES CORP 0.1%
Value ($000) $1 Shares 4,557 Est. Cost $238.78 Unrealized -4.4%
GLDI CREDIT SUISSE X-LINKS 0.1%
Value ($000) $1 Shares 8,585 Est. Cost $0.15 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1 Shares 3,967 Est. Cost $206.78 Unrealized +30.6%
EFV ISHARES MSCI EAFE 0.1%
Value ($000) $1 Shares 23,609 Est. Cost $38.22 Unrealized
FTCS FIRST TRUST CAP STRENGTH 0.1%
Value ($000) $1 Shares 15,337 Est. Cost $58.44 Unrealized
BLACKROCK 0.1%
Value ($000) $1 Shares 75,278 Est. Cost $15.89 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $1 Shares 1,823 Est. Cost $30.92 Unrealized +228.7%
SIXG ETF 0.1%
Value ($000) $1 Shares 33,950 Est. Cost $29.37 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $1 Shares 15,717 Est. Cost $150.14 Unrealized -62.3%
MBB ISHARES 0.1%
Value ($000) $1 Shares 12,744 Est. Cost $58.97 Unrealized
FDN FIRST TRUST DOW JONES 0.1%
Value ($000) $1 Shares 6,416 Est. Cost $138.31 Unrealized
MDY SPDR S&P MID CAP 400 ETF 0.1%
Value ($000) $1 Shares 2,356 Est. Cost $215.27 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $1 Shares 111,747 Est. Cost $8.80 Unrealized
EXR EXTRA SPACE STORAGE 0.1%
Value ($000) $1 Shares 7,420 Est. Cost $82.68 Unrealized +39.9%
CSX CSX CORP 0.1%
Value ($000) $1 Shares 34,307 Est. Cost $28.44 Unrealized +8.5%
WMB WILLIAMS COS INC 0.1%
Value ($000) $1 Shares 34,041 Est. Cost $20.68 Unrealized +55.5%
AGG ISHARES CORE U S 0.1%
Value ($000) $1 Shares 11,924 Est. Cost $98.32 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $1 Shares 17,173 Est. Cost $56.69 Unrealized -1.0%
CME CME GROUP INC CL A 0.1%
Value ($000) $1 Shares 5,584 Est. Cost $139.52 Unrealized +39.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $1 Shares 13,865 Est. Cost $69.05 Unrealized +10.5%
IGV ISHARES EXPANDED TECH 0.1%
Value ($000) $1 Shares 2,873 Est. Cost $0.41 Unrealized
VCSH VANGUARD SHORT TERM CORP 0.1%
Value ($000) $1 Shares 15,022 Est. Cost $61.22 Unrealized
ESGV VANGUARD 0.1%
Value ($000) $1 Shares 13,479 Est. Cost $48.78 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $1 Shares 31,913 Est. Cost $42.14 Unrealized -28.2%
COHEN & STEERS 0.1%
Value ($000) $1 Shares 62,960 Est. Cost $19.47 Unrealized
ITOT ISHARES CORE S&P TOTAL 0.1%
Value ($000) $1 Shares 10,781 Est. Cost $51.19 Unrealized
PLD PROLOGIS INC 0.1%
Value ($000) $1 Shares 8,478 Est. Cost $106.88 Unrealized -1.2%
VEU VANGUARD 0.1%
Value ($000) $1 Shares 20,106 Est. Cost $39.87 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $1 Shares 6,054 Est. Cost $196.11 Unrealized -9.4%
FIRST TRUST HIGH YIELD 0.0%
Value ($000) $1 Shares 80,641 Est. Cost $9.88 Unrealized
DFAC DIMENSIONAL 0.0%
Value ($000) $1 Shares 37,986 Est. Cost $22.22 Unrealized
SPHY SPDR 0.0%
Value ($000) $1 Shares 47,343 Est. Cost $0.02 Unrealized
VT VANGUARD TOTAL WORLD 0.0%
Value ($000) $1 Shares 10,664 Est. Cost $68.10 Unrealized
REGL PROSHARES 0.0%
Value ($000) $1 Shares 14,864 Est. Cost $58.56 Unrealized
IEMG ISHARES CORE MSCI 0.0%
Value ($000) $1 Shares 21,552 Est. Cost $34.78 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 2,603 Est. Cost $362.32 Unrealized +10.3%
APO APOLLO GLOBAL MANAGEMENT 0.0%
Value ($000) $1 Shares 11,643 Est. Cost $53.77 Unrealized +59.1%
IBB ISHARES 0.0%
Value ($000) $1 Shares 7,957 Est. Cost $136.63 Unrealized
CSM PROSHARES LARGE CAP CORE 0.0%
Value ($000) $1 Shares 19,584 Est. Cost $63.39 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $1 Shares 14,233 Est. Cost $48.72 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 7,337 Est. Cost $134.70 Unrealized -1.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1 Shares 4,306 Est. Cost $203.08 Unrealized +16.5%
BK BANK NEW YORK MELLON 0.0%
Value ($000) $1 Shares 20,130 Est. Cost $40.43 Unrealized +8.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 25,833 Est. Cost $29.93 Unrealized +16.3%
VST VISTRA CORP 0.0%
Value ($000) $1 Shares 26,947 Est. Cost $16.32 Unrealized +108.8%
SMDV PROSHARES 0.0%
Value ($000) $1 Shares 15,846 Est. Cost $57.92 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $1 Shares 15,767 Est. Cost $51.66 Unrealized +15.2%
LIBERTY ALL-STAR EQUITY 0.0%
Value ($000) $1 Shares 160,654 Est. Cost $5.53 Unrealized
GDX VANECK 0.0%
Value ($000) $1 Shares 32,948 Est. Cost $23.94 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $1 Shares 11,677 Est. Cost $33.69 Unrealized +143.4%
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 5,105 Est. Cost $162.92 Unrealized +7.9%
GUGGENHEIM TAXABLE 0.0%
Value ($000) $1 Shares 62,246 Est. Cost $17.34 Unrealized
RACE FERRARI NV 0.0%
Value ($000) $1 Shares 2,979 Est. Cost $172.67 Unrealized +93.4%
NMFC NEW MOUNTAIN FINANCE 0.0%
Value ($000) $1 Shares 79,059 Est. Cost $6.68 Unrealized +45.8%
ROYCE VALUE TRUST INC 0.0%
Value ($000) $1 Shares 68,903 Est. Cost $14.40 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $1 Shares 10,293 Est. Cost $63.39 Unrealized +39.0%
FTNT FORTINET INC 0.0%
Value ($000) $1 Shares 17,091 Est. Cost $61.03 Unrealized -9.4%
HDV ISHARES CORE 0.0%
Value ($000) $1 Shares 9,785 Est. Cost $58.16 Unrealized
REM ISHARES 0.0%
Value ($000) $1 Shares 42,244 Est. Cost $34.78 Unrealized
FAPR FIRST TRUST 0.0%
Value ($000) $1 Shares 28,469 Est. Cost $19.11 Unrealized
IVE ISHARES S&P 500 0.0%
Value ($000) $1 Shares 5,654 Est. Cost $94.14 Unrealized
IGLB ISHARES 0.0%
Value ($000) $1 Shares 18,571 Est. Cost $0.05 Unrealized
NUVEEN CALIFORNIA 0.0%
Value ($000) $1 Shares 84,033 Est. Cost $13.70 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $1 Shares 16,245 Est. Cost $53.67 Unrealized +9.2%
PNC PNC FINANCIAL SERVICES 0.0%
Value ($000) $1 Shares 6,251 Est. Cost $124.47 Unrealized -3.6%
DOUBLELINE YIELD 0.0%
Value ($000) $1 Shares 64,947 Est. Cost $8.20 Unrealized
STLA STELLANTIS N V 0.0%
Value ($000) $1 Shares 41,220 Est. Cost $5.37 Unrealized
PIMCO DYNAMIC INCOME 0.0%
Value ($000) $1 Shares 78,451 Est. Cost $12.28 Unrealized
RIVERNORTH FLEXIBLE 0.0%
Value ($000) $1 Shares 61,998 Est. Cost $17.65 Unrealized
GRID FIRST TRUST NASDAQ CLEAN 0.0%
Value ($000) $1 Shares 9,114 Est. Cost $70.05 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $1 Shares 367 Est. Cost $2119.54 Unrealized +22.4%
CGGR CAPITAL GROUP GROWTH 0.0%
Value ($000) $1 Shares 33,097 Est. Cost $0.02 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $1 Shares 16,173 Est. Cost $26.92 Unrealized +91.5%
AI C3 AI INC 0.0%
Value ($000) $1 Shares 32,122 Est. Cost $28.73 Unrealized -4.2%
PDEC INNOVATOR 0.0%
Value ($000) $1 Shares 25,918 Est. Cost $0.03 Unrealized
LVHI LEGG MASON FRANKLIN 0.0%
Value ($000) $1 Shares 32,870 Est. Cost $0.03 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10,385 Est. Cost $84.58 Unrealized -4.3%
CLX CLOROX COMPANY 0.0%
Value ($000) $1 Shares 6,347 Est. Cost $125.88 Unrealized -1.5%
RY ROYAL BANK CANADA 0.0%
Value ($000) $1 Shares 8,925 Est. Cost $79.15 Unrealized +11.3%
LNG CHENIERE ENERGY INC NEW 0.0%
Value ($000) $1 Shares 5,270 Est. Cost $107.98 Unrealized +59.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 6,452 Est. Cost $186.39 Unrealized -38.1%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 6,391 Est. Cost $98.90 Unrealized +26.1%
DAL DELTA AIRLINES INC NEW 0.0%
Value ($000) $1 Shares 22,171 Est. Cost $44.38 Unrealized -20.2%
XLY CONSUMER DISCRETIONARY 0.0%
Value ($000) $1 Shares 4,954 Est. Cost $98.36 Unrealized
BNOV INNOVATOR 0.0%
Value ($000) $1 Shares 25,221 Est. Cost $0.03 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $1 Shares 12,365 Est. Cost $30.07 Unrealized +134.6%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 28,758 Est. Cost $31.05 Unrealized -12.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $1 Shares 5,418 Est. Cost $130.23 Unrealized +9.9%
KR KROGER CO 0.0%
Value ($000) $1 Shares 18,881 Est. Cost $36.47 Unrealized +16.2%
FPX FIRST TRUST 0.0%
Value ($000) $1 Shares 8,972 Est. Cost $87.60 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $1 Shares 21,005 Est. Cost $57.36 Unrealized -46.3%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 3,513 Est. Cost $226.32 Unrealized -4.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1 Shares 16,337 Est. Cost $34.66 Unrealized +47.7%
COOPER COS INC 0.0%
Value ($000) $1 Shares 2,247 Est. Cost $183.82 Unrealized
SHYG ISHARES 0.0%
Value ($000) $1 Shares 20,008 Est. Cost $29.32 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 1,546 Est. Cost $373.24 Unrealized +36.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 22,721 Est. Cost $35.02 Unrealized -13.3%
PICK ISHARES MSCI GLOBAL 0.0%
Value ($000) $1 Shares 19,379 Est. Cost $0.04 Unrealized
MET METLIFE INC 0.0%
Value ($000) $1 Shares 12,570 Est. Cost $41.67 Unrealized +41.0%
SOXX ISHARES 0.0%
Value ($000) $1 Shares 1,441 Est. Cost $0.58 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 4,772 Est. Cost $95.18 Unrealized +14.7%
NLY ANNALY CAPITAL 0.0%
Value ($000) $1 Shares 42,806 Est. Cost $16.36 Unrealized
SPLV INVESCO 0.0%
Value ($000) $1 Shares 13,224 Est. Cost $30.36 Unrealized
HSBC HSBC HOLDINGS PLC 0.0%
Value ($000) $1 Shares 20,414 Est. Cost $15.64 Unrealized
DIV GLOBAL X FUNDS 0.0%
Value ($000) $1 Shares 48,167 Est. Cost $19.74 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $1 Shares 2,650 Est. Cost $225.41 Unrealized +17.1%
XLP SECTOR CONSUMER STAPLES 0.0%
Value ($000) $1 Shares 11,392 Est. Cost $60.22 Unrealized
MUB ISHARES NATIONAL 0.0%
Value ($000) $1 Shares 7,505 Est. Cost $74.14 Unrealized
ET ENERGY TRANSFER 0.0%
Value ($000) $1 Shares 58,882 Est. Cost $9.57 Unrealized
IYW ISHARES 0.0%
Value ($000) $1 Shares 6,615 Est. Cost $86.29 Unrealized
XLB SECTOR MATERIALS SELECT 0.0%
Value ($000) $1 Shares 9,476 Est. Cost $75.51 Unrealized
AJG ARTHUR J GALLAGHER & 0.0%
Value ($000) $1 Shares 3,588 Est. Cost $191.65 Unrealized +21.3%
SPG SIMON PROPERTY GROUP 0.0%
Value ($000) $1 Shares 5,655 Est. Cost $85.64 Unrealized +26.5%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 9,306 Est. Cost $39.19 Unrealized +94.9%
NUVEEN NASDAQ 100 0.0%
Value ($000) $1 Shares 34,856 Est. Cost $24.21 Unrealized
GOVT ISHARES 0.0%
Value ($000) $1 Shares 34,913 Est. Cost $20.06 Unrealized
YYY AMPLIFY 0.0%
Value ($000) $1 Shares 69,151 Est. Cost $9.81 Unrealized
SPTM SPDR PORTFOLIO 0.0%
Value ($000) $1 Shares 13,746 Est. Cost $41.83 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 9,391 Est. Cost $55.89 Unrealized +31.7%
IWY ISHARES RUSSELL TOP 200 0.0%
Value ($000) $1 Shares 4,569 Est. Cost $0.16 Unrealized
IWV ISHARES RUSSELL 3000 0.0%
Value ($000) $1 Shares 2,923 Est. Cost $222.05 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1 Shares 16,251 Est. Cost $39.98 Unrealized +18.1%
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 5,825 Est. Cost $155.97 Unrealized -17.3%
DFEB FIRST TRUST 0.0%
Value ($000) $1 Shares 21,141 Est. Cost $27.58 Unrealized
IOO ISHARES 0.0%
Value ($000) $1 Shares 9,783 Est. Cost $0.08 Unrealized
RIVERNORTH MANAGED 0.0%
Value ($000) $1 Shares 50,134 Est. Cost $0.02 Unrealized
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $1 Shares 4,080 Est. Cost $202.32 Unrealized -6.9%
EATON VANCE LIMITED 0.0%
Value ($000) $1 Shares 81,792 Est. Cost $11.36 Unrealized
BOND PIMCO ACTIVE BOND 0.0%
Value ($000) $1 Shares 8,447 Est. Cost $0.09 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 3,618 Est. Cost $168.29 Unrealized +4.1%
VIRTUS STONE HARBOR 0.0%
Value ($000) $1 Shares 181,168 Est. Cost $3.60 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $1 Shares 341 Est. Cost $36.34 Unrealized +14.5%
BLACKROCK ENHANCED 0.0%
Value ($000) $1 Shares 40,778 Est. Cost $15.10 Unrealized
EATON VANCE TAX 0.0%
Value ($000) $1 Shares 62,688 Est. Cost $8.65 Unrealized
VCLT VANGUARD LONG TERM 0.0%
Value ($000) $1 Shares 9,642 Est. Cost $22.61 Unrealized
BIV VANGUARD INTERMEDIATE 0.0%
Value ($000) $1 Shares 10,111 Est. Cost $78.82 Unrealized
RILY B RILEY FINANCIAL INC 0.0%
Value ($000) $1 Shares 36,275 Est. Cost $29.24 Unrealized 0.0%
FXL FIRST TRUST TECHNOLOGY 0.0%
Value ($000) $1 Shares 5,906 Est. Cost $102.92 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $1 Shares 5,781 Est. Cost $95.23 Unrealized +25.7%
IYH ISHARES 0.0%
Value ($000) $1 Shares 2,620 Est. Cost $260.75 Unrealized
ASO ACADEMY SPORTS & 0.0%
Value ($000) $1 Shares 11,355 Est. Cost $40.27 Unrealized +23.5%
BHP BHP GROUP LTD 0.0%
Value ($000) $1 Shares 10,956 Est. Cost $53.21 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $1 Shares 10,292 Est. Cost $65.45 Unrealized +3.6%
DLN WISDOMTREE U S LARGE CAP 0.0%
Value ($000) $1 Shares 11,092 Est. Cost $76.41 Unrealized
GABELLI DIVIDEND & 0.0%
Value ($000) $1 Shares 33,954 Est. Cost $19.63 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 939 Est. Cost $331.37 Unrealized
GLOBAL MEDICAL REIT INC 0.0%
Value ($000) $1 Shares 65,619 Est. Cost $15.08 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $1 Shares 2,520 Est. Cost $157.95 Unrealized +61.4%
CVLG COVENANT LOGISTICS GROUP 0.0%
Value ($000) $1 Shares 15,782 Est. Cost $11.28 Unrealized +85.6%
GSK GSK PLC 0.0%
Value ($000) $1 Shares 19,574 Est. Cost $29.42 Unrealized
ETF MANAGERS 0.0%
Value ($000) $1 Shares 15,628 Est. Cost $50.69 Unrealized
FSK FS KKR CAPITAL CORP 0.0%
Value ($000) $1 Shares 36,183 Est. Cost $12.56 Unrealized +12.6%
PPA INVESCO 0.0%
Value ($000) $1 Shares 7,790 Est. Cost $0.09 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 1,565 Est. Cost $456.18 Unrealized +5.2%
DGICA DONEGAL GROUP INC 0.0%
Value ($000) $1 Shares 51,195 Est. Cost $13.08 Unrealized -1.5%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $1 Shares 15,931 Est. Cost $60.79 Unrealized -35.1%
BLACKROCK ESG CAPITAL 0.0%
Value ($000) $1 Shares 44,221 Est. Cost $12.60 Unrealized
PAVE GLOBAL X 0.0%
Value ($000) $1 Shares 20,668 Est. Cost $23.01 Unrealized
FAUG FIRST TRUST 0.0%
Value ($000) $1 Shares 17,523 Est. Cost $31.52 Unrealized
MORT VANECK 0.0%
Value ($000) $1 Shares 60,125 Est. Cost $8.01 Unrealized
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $1 Shares 3,375 Est. Cost $182.20 Unrealized -1.3%
JAAA JANUS DETROIT 0.0%
Value ($000) $1 Shares 14,140 Est. Cost $0.05 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $1 Shares 7,137 Est. Cost $36.42 Unrealized +19.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1,227 Est. Cost $258.37 Unrealized +79.1%
NUVEEN PFD & INCOME 0.0%
Value ($000) $1 Shares 103,986 Est. Cost $2.90 Unrealized
FCG FIRST TRUST 0.0%
Value ($000) $1 Shares 28,751 Est. Cost $22.83 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $1 Shares 5,042 Est. Cost $57.90 Unrealized +110.3%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 64,345 Est. Cost $9.83 Unrealized -11.6%
RDVI FIRST TRUST IV VEST 0.0%
Value ($000) $1 Shares 30,117 Est. Cost $0.02 Unrealized
IHI ISHARES 0.0%
Value ($000) $1 Shares 12,873 Est. Cost $86.38 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $1 Shares 6,664 Est. Cost $75.40 Unrealized +14.9%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 Shares 4,141 Est. Cost $91.48 Unrealized +45.3%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1 Shares 9,755 Est. Cost $38.71 Unrealized +11.1%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1 Shares 3,460 Est. Cost $201.38 Unrealized -16.0%
CALAMOS STRATEGIC TOTAL 0.0%
Value ($000) $1 Shares 45,735 Est. Cost $10.50 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $1 Shares 5,596 Est. Cost $102.93 Unrealized +8.0%
IGSB ISHARES 0.0%
Value ($000) $1 Shares 13,157 Est. Cost $30.35 Unrealized
THORNBURG INCOME BUILDER 0.0%
Value ($000) $1 Shares 43,518 Est. Cost $10.90 Unrealized
USMV ISHARES 0.0%
Value ($000) $1 Shares 8,649 Est. Cost $45.91 Unrealized
SPAB SPDR PORTFOLIO 0.0%
Value ($000) $1 Shares 26,322 Est. Cost $9.88 Unrealized
WELLS FARGO & COMPANY 0.0%
Value ($000) $1 Shares 564 Est. Cost $1214.42 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $1 Shares 18,639 Est. Cost $23.31 Unrealized +56.3%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 6,260 Est. Cost $80.53 Unrealized +11.4%
PCAR PACCAR INC 0.0%
Value ($000) $1 Shares 6,887 Est. Cost $54.22 Unrealized +50.9%
UNITED STATES STEEL CORP 0.0%
Value ($000) $1 Shares 13,768 Est. Cost $19.14 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 28,494 Est. Cost $27.71 Unrealized -32.2%
SWK STANLEY BLACK & DECKER 0.0%
Value ($000) $1 Shares 6,795 Est. Cost $89.78 Unrealized -10.1%
REAVES UTILITY INCOME 0.0%
Value ($000) $1 Shares 24,863 Est. Cost $15.05 Unrealized
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 8,345 Est. Cost $73.59 Unrealized -9.2%
EXC EXELON CORP 0.0%
Value ($000) $1 Shares 18,499 Est. Cost $31.77 Unrealized +11.8%
MAS MASCO CORP 0.0%
Value ($000) $1 Shares 9,845 Est. Cost $46.30 Unrealized +21.0%
OHI OMEGA HEALTHCARE 0.0%
Value ($000) $1 Shares 21,456 Est. Cost $27.08 Unrealized
FMAY FIRST TRUST 0.0%
Value ($000) $1 Shares 15,816 Est. Cost $25.67 Unrealized
CELH CELSIUS HOLDINGS INC NEW 0.0%
Value ($000) $1 Shares 12,005 Est. Cost $49.31 Unrealized +8.2%
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $1 Shares 28,832 Est. Cost $15.77 Unrealized +15.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $1 Shares 780 Est. Cost $251.84 Unrealized +200.3%
NDSN NORDSON CORP 0.0%
Value ($000) $1 Shares 2,438 Est. Cost $146.57 Unrealized +53.7%
IIPR INNOVATIVE INDUSTRIAL 0.0%
Value ($000) $1 Shares 6,347 Est. Cost $0.10 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 29,326 Est. Cost $15.76 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1 Shares 2,705 Est. Cost $147.94 Unrealized +35.3%
PFLT PENNANTPARK FLOATING 0.0%
Value ($000) $1 Shares 52,625 Est. Cost $6.15 Unrealized +36.0%
TOTALENERGIES SE 0.0%
Value ($000) $1 Shares 9,434 Est. Cost $47.56 Unrealized
PHM PULTEGROUP INC 0.0%
Value ($000) $1 Shares 6,160 Est. Cost $68.00 Unrealized +22.9%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 5,069 Est. Cost $67.04 Unrealized
EATON VANCE TAX 0.0%
Value ($000) $1 Shares 51,691 Est. Cost $6.20 Unrealized
AIRR FIRST TRUST 0.0%
Value ($000) $1 Shares 10,887 Est. Cost $0.05 Unrealized
FDL FIRST TRUST MORNINGSTAR 0.0%
Value ($000) $1 Shares 17,490 Est. Cost $31.71 Unrealized
KRP KIMBELL ROYALTY PARTNERS 0.0%
Value ($000) $1 Shares 41,589 Est. Cost $13.47 Unrealized
VLUE ISHARES 0.0%
Value ($000) $1 Shares 6,176 Est. Cost $75.41 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $1 Shares 33,571 Est. Cost $17.90 Unrealized -18.9%
XHIEX MILLER HOWARD 0.0%
Value ($000) $1 Shares 58,533 Est. Cost $9.26 Unrealized
SUN SUNOCO LTD PARTNERSHIP 0.0%
Value ($000) $1 Shares 10,335 Est. Cost $31.33 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $1 Shares 3,233 Est. Cost $110.27 Unrealized +51.1%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 4,829 Est. Cost $79.71 Unrealized +43.9%
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $1 Shares 7,959 Est. Cost $74.89 Unrealized +2.9%
GEHC GE HEALTHCARE 0.0%
Value ($000) $1 Shares 7,909 Est. Cost $72.74 Unrealized -4.0%
BLACKROCK ENHANCED 0.0%
Value ($000) $1 Shares 60,945 Est. Cost $5.93 Unrealized
QQQJ INVESCO 0.0%
Value ($000) $1 Shares 22,352 Est. Cost $0.02 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $1 Shares 4,542 Est. Cost $188.41 Unrealized -43.7%
FJUL FIRST TRUST 0.0%
Value ($000) $1 Shares 14,386 Est. Cost $29.60 Unrealized
ETF MANAGERS 0.0%
Value ($000) $1 Shares 9,881 Est. Cost $50.30 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $1 Shares 5,900 Est. Cost $77.69 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $1 Shares 43,529 Est. Cost $9.04 Unrealized +51.5%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $1 Shares 38,734 Est. Cost $0.01 Unrealized
IEO ISHARES U S OIL & GAS 0.0%
Value ($000) $1 Shares 6,310 Est. Cost $43.33 Unrealized
ESGE ISHARES 0.0%
Value ($000) $1 Shares 18,340 Est. Cost $11.71 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $1 Shares 1,811 Est. Cost $589.61 Unrealized -46.8%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 5,879 Est. Cost $137.64 Unrealized -38.9%
TIPZ PIMCO BROAD U S TIPS 0.0%
Value ($000) $1 Shares 10,946 Est. Cost $0.05 Unrealized
GABELLI EQUITY TRUST INC 0.0%
Value ($000) $1 Shares 115,014 Est. Cost $3.60 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 1,257 Est. Cost $320.05 Unrealized +40.7%
TTC TORO CO 0.0%
Value ($000) $1 Shares 6,054 Est. Cost $85.68 Unrealized 0.0%
IJJ ISHARES S&P MID CAP 0.0%
Value ($000) $1 Shares 5,087 Est. Cost $90.93 Unrealized
MAINSTAY MACKAY 0.0%
Value ($000) $1 Shares 35,707 Est. Cost $0.02 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $1 Shares 2,489 Est. Cost $176.61 Unrealized +9.6%
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 2,389 Est. Cost $221.58 Unrealized -2.1%
TAN INVESCO 0.0%
Value ($000) $1 Shares 10,645 Est. Cost $57.00 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $1 Shares 5,525 Est. Cost $83.33 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 2,197 Est. Cost $163.86 Unrealized +37.5%
INDA ISHARES MSCI INDIA 0.0%
Value ($000) $1 Shares 11,630 Est. Cost $21.81 Unrealized
XLC SELECT SECTOR 0.0%
Value ($000) $1 Shares 7,748 Est. Cost $33.42 Unrealized
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $1 Shares 57,044 Est. Cost $10.31 Unrealized
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $1 Shares 3,503 Est. Cost $125.12 Unrealized +14.6%
IYG ISHARES 0.0%
Value ($000) $1 Shares 3,106 Est. Cost $67.36 Unrealized
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $1 Shares 2,296 Est. Cost $188.44 Unrealized +21.0%
VXF VANGUARD EXTENDED 0.0%
Value ($000) $1 Shares 3,353 Est. Cost $103.95 Unrealized
JCI JOHNSON CONTROLS INTL 0.0%
Value ($000) $1 Shares 9,535 Est. Cost $39.46 Unrealized +28.5%
GBDC GOLUB CAPITAL BDC INC 0.0%
Value ($000) $1 Shares 36,211 Est. Cost $9.41 Unrealized +21.7%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $1 Shares 6,481 Est. Cost $76.27 Unrealized -9.4%
NUVEEN MUNICIPAL HIGH 0.0%
Value ($000) $1 Shares 55,153 Est. Cost $12.81 Unrealized
DOUBLELINE INCOME 0.0%
Value ($000) $1 Shares 44,342 Est. Cost $12.21 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $1 Shares 5,349 Est. Cost $98.11 Unrealized 0.0%
NUVEEN MUNICIPAL VALUE 0.0%
Value ($000) $1 Shares 62,757 Est. Cost $8.30 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $1 Shares 8,006 Est. Cost $45.09 Unrealized
CWT CALIFORNIA WATER 0.0%
Value ($000) $1 Shares 10,361 Est. Cost $52.10 Unrealized -8.9%
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $1 Shares 7,672 Est. Cost $28.46 Unrealized +105.3%
BROS DUTCH BROS INC 0.0%
Value ($000) $1 Shares 16,875 Est. Cost $34.58 Unrealized -21.2%
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 6,946 Est. Cost $69.46 Unrealized -3.2%
PTNQ PACER 0.0%
Value ($000) $1 Shares 8,145 Est. Cost $0.07 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1 Shares 8,203 Est. Cost $16.47 Unrealized +74.1%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 7,264 Est. Cost $44.38 Unrealized +46.2%
LISTED 0.0%
Value ($000) $1 Shares 17,361 Est. Cost $0.03 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $1 Shares 3,079 Est. Cost $126.78 Unrealized +20.6%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $1 Shares 3,030 Est. Cost $137.25 Unrealized +19.6%
DKNG DRAFTKINGS INC 0.0%
Value ($000) $1 Shares 14,972 Est. Cost $19.44 Unrealized +72.1%
DGRW WISDOMTREE TRUST US 0.0%
Value ($000) $1 Shares 7,507 Est. Cost $0.07 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $1 Shares 2,104 Est. Cost $177.79 Unrealized
VRP INVESCO 0.0%
Value ($000) $1 Shares 22,708 Est. Cost $25.13 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $1 Shares 12,617 Est. Cost $40.07 Unrealized -8.1%
REGN REGENERON 0.0%
Value ($000) $1 Shares 594 Est. Cost $567.80 Unrealized +44.2%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 4,519 Est. Cost $96.94 Unrealized -6.3%
GTO INVESCO 0.0%
Value ($000) $1 Shares 10,875 Est. Cost $23.47 Unrealized
NUVEEN FLOATING RATE 0.0%
Value ($000) $1 Shares 61,960 Est. Cost $3.84 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $1 Shares 1,324 Est. Cost $190.95 Unrealized +74.7%
FPE FIRST TRUST EXCHANGE 0.0%
Value ($000) $1 Shares 29,816 Est. Cost $19.49 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 2,127 Est. Cost $0.17 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 5,476 Est. Cost $72.13 Unrealized +15.1%
MDB MONGODB INC 0.0%
Value ($000) $0 Shares 1,215 Est. Cost $263.34 Unrealized +44.1%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $0 Shares 7,171 Est. Cost $46.80 Unrealized +29.7%
GLOB GLOBANT S A 0.0%
Value ($000) $0 Shares 2,059 Est. Cost $146.13 Unrealized +39.7%
BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 406 Est. Cost $1203.88 Unrealized
VCR VANGUARD CONSUMER 0.0%
Value ($000) $0 Shares 1,604 Est. Cost $249.37 Unrealized
BOTZ GLOBAL X ROBOTICS & 0.0%
Value ($000) $0 Shares 17,054 Est. Cost $20.01 Unrealized
DCI DONALDSON CO INC 0.0%
Value ($000) $0 Shares 7,419 Est. Cost $47.07 Unrealized +24.9%
PIMCO ACCESS INCOME 0.0%
Value ($000) $0 Shares 33,876 Est. Cost $13.41 Unrealized
DISCOVER FINANCIAL 0.0%
Value ($000) $0 Shares 4,308 Est. Cost $51.59 Unrealized
LAMR LAMAR ADVERTISING 0.0%
Value ($000) $0 Shares 4,559 Est. Cost $76.88 Unrealized
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $0 Shares 13,695 Est. Cost $32.71 Unrealized -7.6%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 5,401 Est. Cost $93.88 Unrealized
EFG ISHARES MSCI EAFE 0.0%
Value ($000) $0 Shares 4,966 Est. Cost $77.95 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $0 Shares 21,707 Est. Cost $18.93 Unrealized +1.5%
AB ALLIANCEBERNSTEIN 0.0%
Value ($000) $0 Shares 15,299 Est. Cost $18.75 Unrealized
CGUS CAPITAL GROUP CORE 0.0%
Value ($000) $0 Shares 16,797 Est. Cost $0.03 Unrealized
QQQM INVESCO 0.0%
Value ($000) $0 Shares 2,819 Est. Cost $69.59 Unrealized
CHKP CHECK POINT SOFTWARE 0.0%
Value ($000) $0 Shares 3,107 Est. Cost $123.87 Unrealized +14.1%
CEDAR FAIR 0.0%
Value ($000) $0 Shares 11,914 Est. Cost $44.14 Unrealized
TIDAL 0.0%
Value ($000) $0 Shares 27,915 Est. Cost $0.02 Unrealized
VSS VANGUARD FTSE ALL WORLD 0.0%
Value ($000) $0 Shares 4,103 Est. Cost $0.11 Unrealized
XMHQ INVESCO 0.0%
Value ($000) $0 Shares 5,304 Est. Cost $0.08 Unrealized
WST WEST PHARMACEUTICAL 0.0%
Value ($000) $0 Shares 1,336 Est. Cost $185.45 Unrealized +89.7%
SLRC SLR INVESTMENT CORP 0.0%
Value ($000) $0 Shares 31,187 Est. Cost $10.94 Unrealized +8.9%
SHM SPDR NUVEEN 0.0%
Value ($000) $0 Shares 9,779 Est. Cost $48.32 Unrealized
WBD WARNER BROS DISCOVERY 0.0%
Value ($000) $0 Shares 40,977 Est. Cost $16.49 Unrealized -34.6%
SCCO SOUTHERN COPPER CORP DEL 0.0%
Value ($000) $0 Shares 5,402 Est. Cost $53.83 Unrealized +25.1%
VDC VANGUARD CONSUMER 0.0%
Value ($000) $0 Shares 2,437 Est. Cost $121.83 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $0 Shares 13,461 Est. Cost $27.37 Unrealized +6.9%
WPM WHEATON PRECIOUS METALS 0.0%
Value ($000) $0 Shares 9,359 Est. Cost $26.64 Unrealized +67.0%
RPV INVESCO S&P 500 0.0%
Value ($000) $0 Shares 5,628 Est. Cost $51.35 Unrealized
MOTI VANECK 0.0%
Value ($000) $0 Shares 14,735 Est. Cost $0.03 Unrealized
NUVEEN NEW JERSEY 0.0%
Value ($000) $0 Shares 38,953 Est. Cost $14.39 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $0 Shares 2,564 Est. Cost $102.44 Unrealized +65.3%
NEW YORK COMMUNITY 0.0%
Value ($000) $0 Shares 44,779 Est. Cost $5.55 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 15,206 Est. Cost $19.63 Unrealized +31.3%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 12,422 Est. Cost $36.67 Unrealized -20.4%
LTC LTC PROPERTIES INC 0.0%
Value ($000) $0 Shares 14,120 Est. Cost $0.04 Unrealized
FJUN FIRST TRUST 0.0%
Value ($000) $0 Shares 10,284 Est. Cost $24.11 Unrealized
DUCKHORN PORTFOLIO INC 0.0%
Value ($000) $0 Shares 45,995 Est. Cost $0.01 Unrealized
FTEC FIDELITY 0.0%
Value ($000) $0 Shares 3,138 Est. Cost $0.12 Unrealized
AON AON PLC 0.0%
Value ($000) $0 Shares 1,549 Est. Cost $199.92 Unrealized +57.7%
ANSYS INC 0.0%
Value ($000) $0 Shares 1,235 Est. Cost $333.72 Unrealized
MAINSTAY CBRE GLOBAL 0.0%
Value ($000) $0 Shares 34,505 Est. Cost $6.83 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $0 Shares 12,835 Est. Cost $21.32 Unrealized +36.6%
SNY SANOFI 0.0%
Value ($000) $0 Shares 8,975 Est. Cost $44.60 Unrealized
SUB ISHARES SHORT TERM 0.0%
Value ($000) $0 Shares 4,213 Est. Cost $78.63 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 6,489 Est. Cost $31.70 Unrealized +91.8%
BABA ALIBABA GROUP HOLDING 0.0%
Value ($000) $0 Shares 5,669 Est. Cost $120.17 Unrealized
ANGEL OAK FINANCIAL 0.0%
Value ($000) $0 Shares 36,635 Est. Cost $13.99 Unrealized
JBL JABIL INC 0.0%
Value ($000) $0 Shares 3,402 Est. Cost $97.72 Unrealized +29.7%
ABRDN HEALTHCARE 0.0%
Value ($000) $0 Shares 26,105 Est. Cost $17.61 Unrealized
IAT ISHARES U S 0.0%
Value ($000) $0 Shares 10,325 Est. Cost $0.03 Unrealized
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $0 Shares 3,318 Est. Cost $84.67 Unrealized +18.3%
ARES ARES MANAGEMENT CORP 0.0%
Value ($000) $0 Shares 3,605 Est. Cost $76.31 Unrealized +34.3%
GAIN GLADSTONE INVESTMENT 0.0%
Value ($000) $0 Shares 30,265 Est. Cost $5.77 Unrealized +79.2%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 8,366 Est. Cost $50.97 Unrealized -9.6%
IGIB ISHARES 0.0%
Value ($000) $0 Shares 8,220 Est. Cost $46.70 Unrealized
IHAK ISHARES 0.0%
Value ($000) $0 Shares 9,388 Est. Cost $0.04 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 3,508 Est. Cost $84.54 Unrealized +21.8%
PFRL PGIM 0.0%
Value ($000) $0 Shares 8,469 Est. Cost $0.05 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $0 Shares 5,709 Est. Cost $68.92 Unrealized +12.8%
MDIV FIRST TRUST MULTI ASSET 0.0%
Value ($000) $0 Shares 27,108 Est. Cost $15.62 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 2,836 Est. Cost $97.64 Unrealized +19.7%
IJS ISHARES S&P SMALL CAP 0.0%
Value ($000) $0 Shares 4,095 Est. Cost $90.95 Unrealized
SCHB SCHWAB U S BROAD 0.0%
Value ($000) $0 Shares 7,562 Est. Cost $86.76 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $0 Shares 1,481 Est. Cost $0.28 Unrealized
ENVX ENOVIX CORP 0.0%
Value ($000) $0 Shares 33,600 Est. Cost $13.83 Unrealized -18.9%
FIW FIRST TRUST 0.0%
Value ($000) $0 Shares 4,427 Est. Cost $59.81 Unrealized
OBDC BLUE OWL CAPITAL CORP 0.0%
Value ($000) $0 Shares 28,453 Est. Cost $9.08 Unrealized +21.6%
VALE VALE S A 0.0%
Value ($000) $0 Shares 26,475 Est. Cost $12.51 Unrealized
PII POLARIS INC 0.0%
Value ($000) $0 Shares 4,436 Est. Cost $99.53 Unrealized -8.0%
CALAMOS LONG SHORT 0.0%
Value ($000) $0 Shares 28,795 Est. Cost $15.64 Unrealized
CLF CLEVELAND CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 20,327 Est. Cost $18.53 Unrealized -7.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 898 Est. Cost $261.65 Unrealized +55.6%
MKL MARKEL GROUP INC 0.0%
Value ($000) $0 Shares 291 Est. Cost $1327.67 Unrealized +6.9%
STX SEAGATE TECHNOLOGY 0.0%
Value ($000) $0 Shares 4,832 Est. Cost $71.62 Unrealized -1.4%
NUVEEN 0.0%
Value ($000) $0 Shares 25,362 Est. Cost $13.36 Unrealized
STWD STARWOOD PROPERTY TRUST 0.0%
Value ($000) $0 Shares 19,540 Est. Cost $17.71 Unrealized
IYE ISHARES 0.0%
Value ($000) $0 Shares 9,285 Est. Cost $35.18 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 4,566 Est. Cost $56.87 Unrealized +41.1%
QQQA PROSHARES 0.0%
Value ($000) $0 Shares 10,392 Est. Cost $31.21 Unrealized
ASML ASML HOLDING NV 0.0%
Value ($000) $0 Shares 539 Est. Cost $0.71 Unrealized
OUSA ALPS 0.0%
Value ($000) $0 Shares 8,810 Est. Cost $31.45 Unrealized
FTSL FIRST TRUST SENIOR LOAN 0.0%
Value ($000) $0 Shares 8,811 Est. Cost $43.92 Unrealized
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $0 Shares 3,477 Est. Cost $77.03 Unrealized +49.5%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 8,590 Est. Cost $53.22 Unrealized -24.5%
XLG INVESCO 0.0%
Value ($000) $0 Shares 10,688 Est. Cost $0.04 Unrealized
NJR NEW JERSEY RESOURCES 0.0%
Value ($000) $0 Shares 9,030 Est. Cost $34.89 Unrealized +12.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 5,230 Est. Cost $25.47 Unrealized +13.9%
EAGG ISHARES 0.0%
Value ($000) $0 Shares 8,426 Est. Cost $0.05 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1,545 Est. Cost $282.66 Unrealized -13.1%
FLAHERTY & CRUMRINE 0.0%
Value ($000) $0 Shares 28,786 Est. Cost $14.77 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $0 Shares 252 Est. Cost $117.58 Unrealized +57.2%
NIO NIO INC 0.0%
Value ($000) $0 Shares 43,562 Est. Cost $19.44 Unrealized
MGV VANGUARD MEGA CAP 0.0%
Value ($000) $0 Shares 3,595 Est. Cost $0.10 Unrealized
MSTR MICROSTRATEGY INC CL A 0.0%
Value ($000) $0 Shares 623 Est. Cost $24.41 Unrealized +94.2%
IDV ISHARES 0.0%
Value ($000) $0 Shares 14,050 Est. Cost $24.75 Unrealized
HIG HARTFORD FINANCIAL 0.0%
Value ($000) $0 Shares 4,878 Est. Cost $50.02 Unrealized +44.9%
TDIV FIRST TRUST 0.0%
Value ($000) $0 Shares 6,110 Est. Cost $36.01 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 1,414 Est. Cost $190.96 Unrealized +24.7%
DSI ISHARES MSCI KLD 400 0.0%
Value ($000) $0 Shares 4,272 Est. Cost $74.86 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 26,253 Est. Cost $28.00 Unrealized
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 4,233 Est. Cost $228.07 Unrealized -63.3%
IJT ISHARES S&P SMALL CAP 0.0%
Value ($000) $0 Shares 3,100 Est. Cost $113.73 Unrealized
LYV LIVE NATION 0.0%
Value ($000) $0 Shares 4,134 Est. Cost $87.04 Unrealized -1.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 6,414 Est. Cost $55.39 Unrealized -3.2%
FMAR FIRST TRUST 0.0%
Value ($000) $0 Shares 10,263 Est. Cost $0.03 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 3,261 Est. Cost $56.15 Unrealized +92.2%
MRKR MARKER THERAPEUTICS 0.0%
Value ($000) $0 Shares 69,500 Est. Cost $2.98 Unrealized +13.6%
SJM SMUCKER JM COMPANY NEW 0.0%
Value ($000) $0 Shares 3,014 Est. Cost $119.56 Unrealized -10.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 1,213 Est. Cost $253.72 Unrealized +16.5%
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $0 Shares 4,821 Est. Cost $44.49 Unrealized +50.5%
NUVEEN DOW 30 DYNAMIC 0.0%
Value ($000) $0 Shares 27,050 Est. Cost $14.93 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 1,993 Est. Cost $156.75 Unrealized +19.3%
CMF ISHARES CALIFORNIA 0.0%
Value ($000) $0 Shares 6,528 Est. Cost $45.07 Unrealized
BLACKROCK HEALTH 0.0%
Value ($000) $0 Shares 25,770 Est. Cost $0.02 Unrealized
XAI OCTAGON FLOATING 0.0%
Value ($000) $0 Shares 52,493 Est. Cost $8.04 Unrealized
RYLD GLOBAL X 0.0%
Value ($000) $0 Shares 22,390 Est. Cost $17.00 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,362 Est. Cost $280.76 Unrealized -15.6%
ZM ZOOM VIDEO 0.0%
Value ($000) $0 Shares 5,173 Est. Cost $178.28 Unrealized -62.9%
TENB TENABLE HOLDINGS INC 0.0%
Value ($000) $0 Shares 8,076 Est. Cost $47.74 Unrealized -11.9%
NICE NICE LTD 0.0%
Value ($000) $0 Shares 1,867 Est. Cost $0.20 Unrealized
RIVERNORTH DOUBLELINE 0.0%
Value ($000) $0 Shares 44,400 Est. Cost $3.72 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $0 Shares 1,124 Est. Cost $307.95 Unrealized -5.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 5,993 Est. Cost $64.64 Unrealized -19.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 1,788 Est. Cost $337.57 Unrealized -38.4%
TREX TREX CO INC 0.0%
Value ($000) $0 Shares 4,453 Est. Cost $80.89 Unrealized -18.0%
BLACKROCK MUNIHOLDINGS 0.0%
Value ($000) $0 Shares 33,044 Est. Cost $10.17 Unrealized
DBMF LITMAN GREGORY 0.0%
Value ($000) $0 Shares 14,264 Est. Cost $0.03 Unrealized
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $0 Shares 2,260 Est. Cost $147.32 Unrealized +1.3%
SGOL ABERDEEN 0.0%
Value ($000) $0 Shares 18,344 Est. Cost $0.02 Unrealized
FTGC FIRST TRUST VII GLOBAL 0.0%
Value ($000) $0 Shares 16,129 Est. Cost $26.86 Unrealized
VIRC VIRCO MANUFACTURING CORP 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $2.92 Unrealized +162.4%
DFIC DIMENSIONAL 0.0%
Value ($000) $0 Shares 14,100 Est. Cost $0.02 Unrealized
FLAHERTY & CRUMRINE 0.0%
Value ($000) $0 Shares 20,256 Est. Cost $26.87 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $0 Shares 5,358 Est. Cost $56.48 Unrealized +13.8%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 3,970 Est. Cost $62.29 Unrealized +23.5%
ETF MANAGERS 0.0%
Value ($000) $0 Shares 10,020 Est. Cost $21.29 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1,634 Est. Cost $125.57 Unrealized
PPL PPL CORP 0.0%
Value ($000) $0 Shares 13,098 Est. Cost $21.93 Unrealized +7.5%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $0 Shares 4,939 Est. Cost $47.44 Unrealized +19.4%
VTEB VANGUARD 0.0%
Value ($000) $0 Shares 6,938 Est. Cost $46.54 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $0 Shares 8,357 Est. Cost $38.40 Unrealized 0.0%
PHO INVESCO WATER RESOURCES 0.0%
Value ($000) $0 Shares 5,795 Est. Cost $45.92 Unrealized
NUVEEN PENNSYLVANIA 0.0%
Value ($000) $0 Shares 30,222 Est. Cost $14.27 Unrealized
CALAMOS 0.0%
Value ($000) $0 Shares 17,641 Est. Cost $20.87 Unrealized
TLH ISHARES 0.0%
Value ($000) $0 Shares 3,227 Est. Cost $69.24 Unrealized
CP CANADIAN PACIFIC KANSAS 0.0%
Value ($000) $0 Shares 4,393 Est. Cost $77.51 Unrealized -6.9%
AER AERCAP HOLDINGS N V 0.0%
Value ($000) $0 Shares 4,639 Est. Cost $65.01 Unrealized 0.0%
FHN FIRST HORIZON CORP 0.0%
Value ($000) $0 Shares 24,380 Est. Cost $11.17 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 7,880 Est. Cost $36.26 Unrealized +4.5%
DFAT DIMENSIONAL 0.0%
Value ($000) $0 Shares 6,575 Est. Cost $36.68 Unrealized
PNRG PRIME ENERGY RESOURCES 0.0%
Value ($000) $0 Shares 3,223 Est. Cost $57.56 Unrealized +85.4%
FDEC FIRST TRUST 0.0%
Value ($000) $0 Shares 8,799 Est. Cost $34.93 Unrealized
SPTS SPDR PORTFOLIO 0.0%
Value ($000) $0 Shares 11,766 Est. Cost $0.03 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $0 Shares 1,822 Est. Cost $114.48 Unrealized +52.5%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $0 Shares 7,000 Est. Cost $24.28 Unrealized -3.7%
CEF SPROTT PHYSICAL GOLD & 0.0%
Value ($000) $0 Shares 17,804 Est. Cost $0.02 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 4,911 Est. Cost $51.06 Unrealized +20.8%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 5,859 Est. Cost $57.44 Unrealized -9.0%
DGRO ISHARES 0.0%
Value ($000) $0 Shares 6,322 Est. Cost $40.88 Unrealized
RF REGIONS FINANCIAL 0.0%
Value ($000) $0 Shares 17,421 Est. Cost $16.40 Unrealized -8.3%
VIRTUS 0.0%
Value ($000) $0 Shares 16,152 Est. Cost $28.02 Unrealized
DEO DIAGEO PLC NEW 0.0%
Value ($000) $0 Shares 2,319 Est. Cost $91.41 Unrealized
IUSB ISHARES 0.0%
Value ($000) $0 Shares 7,320 Est. Cost $47.95 Unrealized
DNOV FIRST TRUST 0.0%
Value ($000) $0 Shares 8,700 Est. Cost $31.16 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 2,436 Est. Cost $126.28 Unrealized 0.0%
SPHQ INVESCO 0.0%
Value ($000) $0 Shares 6,206 Est. Cost $0.05 Unrealized
HDUS LATTICE STRATEGIES TR 0.0%
Value ($000) $0 Shares 7,203 Est. Cost $0.04 Unrealized
BLACKROCK FLOATING RATE 0.0%
Value ($000) $0 Shares 26,351 Est. Cost $13.26 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 34,591 Est. Cost $7.19 Unrealized +7.3%
SPYM SPDR PORTFOLIO 0.0%
Value ($000) $0 Shares 5,940 Est. Cost $0.06 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 6,741 Est. Cost $47.82 Unrealized -5.1%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $0 Shares 1,749 Est. Cost $154.74 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 15,306 Est. Cost $21.04 Unrealized -12.5%
CDW CDW CORP 0.0%
Value ($000) $0 Shares 1,446 Est. Cost $148.96 Unrealized +38.3%
TRAK REPOSITRAK INC 0.0%
Value ($000) $0 Shares 32,720 Est. Cost $10.31 Unrealized -4.9%
MSM MSC INDUSTRIAL DIRECT 0.0%
Value ($000) $0 Shares 3,239 Est. Cost $98.72 Unrealized +0.2%
BBCA JPMORGAN 0.0%
Value ($000) $0 Shares 5,090 Est. Cost $48.11 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 4,300 Est. Cost $50.55 Unrealized +25.4%
BARRICK GOLD CORP 0.0%
Value ($000) $0 Shares 17,894 Est. Cost $13.47 Unrealized
LIBERTY ALL STAR GRWTH 0.0%
Value ($000) $0 Shares 60,755 Est. Cost $3.17 Unrealized
EQT EQT CORP 0.0%
Value ($000) $0 Shares 8,298 Est. Cost $39.54 Unrealized -0.6%
NUVEEN AMT FREE 0.0%
Value ($000) $0 Shares 29,204 Est. Cost $13.26 Unrealized
PNW PINNACLE WEST CAPITAL 0.0%
Value ($000) $0 Shares 4,462 Est. Cost $50.43 Unrealized +33.3%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $0 Shares 1,410 Est. Cost $150.76 Unrealized +38.4%
CUBE CUBESMART 0.0%
Value ($000) $0 Shares 6,910 Est. Cost $0.04 Unrealized
RIVERNORTH OPPORTUNITIES 0.0%
Value ($000) $0 Shares 29,076 Est. Cost $9.17 Unrealized
NUVEEN 0.0%
Value ($000) $0 Shares 31,992 Est. Cost $11.39 Unrealized
PKW INVESCO 0.0%
Value ($000) $0 Shares 3,221 Est. Cost $85.59 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 1,410 Est. Cost $138.07 Unrealized +43.8%
JOHN HANCOCK PREFERRED 0.0%
Value ($000) $0 Shares 22,458 Est. Cost $17.50 Unrealized
LEGG MASON 0.0%
Value ($000) $0 Shares 6,740 Est. Cost $38.75 Unrealized
TILE SHOP HOLDINGS INC 0.0%
Value ($000) $0 Shares 43,054 Est. Cost $3.08 Unrealized
MGK VANGUARD MEGA CAP 0.0%
Value ($000) $0 Shares 1,222 Est. Cost $211.01 Unrealized
HASI HANNON ARMSTRONG 0.0%
Value ($000) $0 Shares 11,506 Est. Cost $20.64 Unrealized -7.1%
LYB LYONDELLBASELL 0.0%
Value ($000) $0 Shares 3,310 Est. Cost $72.65 Unrealized +9.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 1,320 Est. Cost $164.41 Unrealized +42.0%
MXL MAXLINEAR INC 0.0%
Value ($000) $0 Shares 13,100 Est. Cost $28.81 Unrealized -32.1%
BKR BAKER HUGHES CO 0.0%
Value ($000) $0 Shares 9,040 Est. Cost $20.68 Unrealized +57.1%
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $0 Shares 1,175 Est. Cost $184.23 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 16,214 Est. Cost $50.11 Unrealized -65.8%
LCTU BLACKROCK 0.0%
Value ($000) $0 Shares 5,820 Est. Cost $0.05 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $0 Shares 11,619 Est. Cost $28.11 Unrealized -12.7%
XJPIX NUVEEN PFD & INCOME TERM 0.0%
Value ($000) $0 Shares 16,606 Est. Cost $23.86 Unrealized
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $0 Shares 2,413 Est. Cost $0.13 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,342 Est. Cost $116.10 Unrealized -5.5%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 4,458 Est. Cost $0.07 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $0 Shares 2,400 Est. Cost $122.31 Unrealized 0.0%
LOPE GRAND CANYON EDUCATION 0.0%
Value ($000) $0 Shares 2,284 Est. Cost $87.44 Unrealized +48.8%
BROOKFIELD REAL ASSETS 0.0%
Value ($000) $0 Shares 23,529 Est. Cost $18.71 Unrealized
ICE INTERCONTINENTAL 0.0%
Value ($000) $0 Shares 2,343 Est. Cost $98.30 Unrealized +12.3%
FND FLOOR & DECOR HOLDINGS 0.0%
Value ($000) $0 Shares 2,701 Est. Cost $96.91 Unrealized -5.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 1,944 Est. Cost $72.34 Unrealized +99.5%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $0 Shares 2,462 Est. Cost $151.10 Unrealized -22.9%
OC OWENS CORNING INC NEW 0.0%
Value ($000) $0 Shares 2,010 Est. Cost $132.46 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $538988.94 Unrealized -1.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 2,173 Est. Cost $112.03 Unrealized +16.7%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 1,708 Est. Cost $111.13 Unrealized +37.9%
NEUBERGER BERMAN NEXT 0.0%
Value ($000) $0 Shares 27,040 Est. Cost $9.35 Unrealized
JQUA JPMORGAN 0.0%
Value ($000) $0 Shares 6,156 Est. Cost $0.05 Unrealized
INARI MEDICAL INC 0.0%
Value ($000) $0 Shares 4,549 Est. Cost $74.25 Unrealized
COMT ISHARES U S 0.0%
Value ($000) $0 Shares 11,754 Est. Cost $5.10 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 3,644 Est. Cost $144.63 Unrealized -50.5%
PNOV INNOVATOR 0.0%
Value ($000) $0 Shares 8,571 Est. Cost $0.03 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $0 Shares 964 Est. Cost $267.28 Unrealized -9.2%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $0 Shares 7,102 Est. Cost $28.50 Unrealized +11.6%
XHB SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 3,064 Est. Cost $0.08 Unrealized
IT GARTNER INC 0.0%
Value ($000) $0 Shares 649 Est. Cost $327.00 Unrealized +22.2%
CAR AVIS BUDGET GROUP INC 0.0%
Value ($000) $0 Shares 1,652 Est. Cost $110.69 Unrealized +57.9%
WESTERN ASSET 0.0%
Value ($000) $0 Shares 20,693 Est. Cost $11.81 Unrealized
LIT GLOBAL X 0.0%
Value ($000) $0 Shares 5,713 Est. Cost $69.23 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $0 Shares 10,085 Est. Cost $44.64 Unrealized -44.6%
SDVY FIRST TRUST 0.0%
Value ($000) $0 Shares 8,887 Est. Cost $0.03 Unrealized
FALN ISHARES 0.0%
Value ($000) $0 Shares 11,037 Est. Cost $0.03 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $0 Shares 27,741 Est. Cost $17.36 Unrealized
SAIC SCIENCE APPLICATIONS 0.0%
Value ($000) $0 Shares 2,321 Est. Cost $93.10 Unrealized +25.0%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 3,799 Est. Cost $175.96 Unrealized -64.6%
MTB M&T BANK CORP 0.0%
Value ($000) $0 Shares 2,092 Est. Cost $115.70 Unrealized +1.4%
PGF INVESCO 0.0%
Value ($000) $0 Shares 19,518 Est. Cost $17.88 Unrealized
ZG ZILLOW GROUP INC 0.0%
Value ($000) $0 Shares 5,029 Est. Cost $41.61 Unrealized +2.9%
QCLN FIRST TRUST 0.0%
Value ($000) $0 Shares 6,769 Est. Cost $69.71 Unrealized
MITK MITEK SYS INC COM NEW 0.0%
Value ($000) $0 Shares 21,875 Est. Cost $15.36 Unrealized -27.5%
ORANY ORANGE SPONS ADR 0.0%
Value ($000) $0 Shares 24,956 Est. Cost $6.62 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $0 Shares 3,535 Est. Cost $70.73 Unrealized +9.4%
DUFF & PHELPS 0.0%
Value ($000) $0 Shares 30,910 Est. Cost $10.51 Unrealized
PFLD ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 13,547 Est. Cost $16.06 Unrealized
NUVEEN CREDIT 0.0%
Value ($000) $0 Shares 54,287 Est. Cost $3.04 Unrealized
DHI DR HORTON INC 0.0%
Value ($000) $0 Shares 1,857 Est. Cost $55.62 Unrealized +116.7%
DXJ WISDOMTREE JAPAN HEDGED 0.0%
Value ($000) $0 Shares 3,205 Est. Cost $49.47 Unrealized
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $0 Shares 916 Est. Cost $269.93 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $0 Shares 4,376 Est. Cost $45.27 Unrealized +7.9%
WPP WPP PLC NEW 0.0%
Value ($000) $0 Shares 5,845 Est. Cost $0.04 Unrealized
PAA PLAINS ALL AMERICAN 0.0%
Value ($000) $0 Shares 18,322 Est. Cost $9.00 Unrealized
HANCOCK JOHN PREFERRED 0.0%
Value ($000) $0 Shares 17,576 Est. Cost $15.34 Unrealized
STIP ISHARES 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $50.39 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $0 Shares 1,548 Est. Cost $168.03 Unrealized 0.0%
SPSB SPDR PORTFOLIO 0.0%
Value ($000) $0 Shares 9,211 Est. Cost $20.22 Unrealized
USFR WISDOMTREE 0.0%
Value ($000) $0 Shares 5,433 Est. Cost $0.05 Unrealized
CQP CHENIERE ENERGY PARTNERS 0.0%
Value ($000) $0 Shares 5,482 Est. Cost $48.54 Unrealized
AMLP ALPS 0.0%
Value ($000) $0 Shares 6,403 Est. Cost $16.04 Unrealized
ABRDN LIFE SCIENCES 0.0%
Value ($000) $0 Shares 20,112 Est. Cost $12.50 Unrealized
WPC W P CAREY INC 0.0%
Value ($000) $0 Shares 4,183 Est. Cost $75.17 Unrealized
NUVEEN 0.0%
Value ($000) $0 Shares 22,894 Est. Cost $13.26 Unrealized
ONON ON HOLDING AG 0.0%
Value ($000) $0 Shares 10,005 Est. Cost $31.65 Unrealized -13.9%
ABRDN GLOBAL DYNAMIC 0.0%
Value ($000) $0 Shares 28,896 Est. Cost $0.01 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 4,541 Est. Cost $180.19 Unrealized -74.5%
HYS PIMCO 0-5 YR HIGH YIELD 0.0%
Value ($000) $0 Shares 2,888 Est. Cost $88.98 Unrealized
MLTX MOONLAKE 0.0%
Value ($000) $0 Shares 4,455 Est. Cost $28.73 Unrealized +79.4%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 14,400 Est. Cost $6.18 Unrealized +111.7%
FTC FIRST TRUST LARGE CAP 0.0%
Value ($000) $0 Shares 2,434 Est. Cost $95.91 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 3,715 Est. Cost $60.61 Unrealized -1.8%
HANCOCK JOHN FINL OPPTYS 0.0%
Value ($000) $0 Shares 8,838 Est. Cost $28.72 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 9,272 Est. Cost $27.65 Unrealized -9.9%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $0 Shares 1,769 Est. Cost $94.04 Unrealized +37.0%
BLACKROCK DEBT 0.0%
Value ($000) $0 Shares 24,432 Est. Cost $8.45 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $0 Shares 1,192 Est. Cost $155.22 Unrealized
FS CREDIT OPPTYS CORP 0.0%
Value ($000) $0 Shares 46,250 Est. Cost $0.01 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 5,475 Est. Cost $37.69 Unrealized +23.5%
BLACKSTONE SENIOR 0.0%
Value ($000) $0 Shares 19,661 Est. Cost $16.76 Unrealized
FNX FIRST TRUST MID CAP 0.0%
Value ($000) $0 Shares 2,486 Est. Cost $76.89 Unrealized
ZBH ZIMMER BIOMET HOLDINGS 0.0%
Value ($000) $0 Shares 2,140 Est. Cost $143.69 Unrealized -23.9%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 4,158 Est. Cost $55.02 Unrealized 0.0%
DGICB DONEGAL GROUP INC 0.0%
Value ($000) $0 Shares 17,918 Est. Cost $12.55 Unrealized -1.4%
MSEX MIDDLESEX WATER COMPANY 0.0%
Value ($000) $0 Shares 3,954 Est. Cost $56.55 Unrealized +16.5%
QLYS QUALYS INC 0.0%
Value ($000) $0 Shares 1,314 Est. Cost $123.00 Unrealized +42.2%
NUVEEN CORE PLUS IMPACT 0.0%
Value ($000) $0 Shares 25,550 Est. Cost $11.39 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 5,034 Est. Cost $43.42 Unrealized +7.0%
COHEN & STEERS QUALITY 0.0%
Value ($000) $0 Shares 21,011 Est. Cost $13.93 Unrealized
SCHZ SCHWAB U S AGGREGATE 0.0%
Value ($000) $0 Shares 5,506 Est. Cost $0.05 Unrealized
PDP INVESCO 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $67.33 Unrealized
IP INTL PAPER COMPANY 0.0%
Value ($000) $0 Shares 7,093 Est. Cost $30.02 Unrealized +6.5%
EDV VANGUARD EXTENDED 0.0%
Value ($000) $0 Shares 3,163 Est. Cost $0.08 Unrealized
WLDN WILLDAN GROUP INC 0.0%
Value ($000) $0 Shares 11,850 Est. Cost $21.16 Unrealized -6.1%
PHYS SPROTT PHYSICAL GOLD 0.0%
Value ($000) $0 Shares 15,915 Est. Cost $0.02 Unrealized
CSL CARLISLE COMPANIES INC 0.0%
Value ($000) $0 Shares 810 Est. Cost $214.72 Unrealized +25.1%
HNDL STRATEGY 0.0%
Value ($000) $0 Shares 12,212 Est. Cost $0.02 Unrealized
SUSC ISHARES TRUST 0.0%
Value ($000) $0 Shares 10,817 Est. Cost $0.02 Unrealized
DLR DIGITAL REALTY 0.0%
Value ($000) $0 Shares 1,870 Est. Cost $100.16 Unrealized +20.4%
SVC SERVICE PROPERTIES TR 0.0%
Value ($000) $0 Shares 29,274 Est. Cost $0.01 Unrealized
BLACKROCK MUNIASSETS 0.0%
Value ($000) $0 Shares 23,555 Est. Cost $10.55 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $0 Shares 4,416 Est. Cost $81.83 Unrealized -35.8%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $0 Shares 605 Est. Cost $363.43 Unrealized 0.0%
KKR INCOME OPPORTUNITIES 0.0%
Value ($000) $0 Shares 19,721 Est. Cost $0.01 Unrealized
EUSB ISHARES 0.0%
Value ($000) $0 Shares 5,720 Est. Cost $46.06 Unrealized
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 13,923 Est. Cost $8.35 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $0 Shares 2,679 Est. Cost $58.46 Unrealized
SIMO SILICON MOTION 0.0%
Value ($000) $0 Shares 4,030 Est. Cost $43.92 Unrealized
UCB UNITED COMMUNITY BANK 0.0%
Value ($000) $0 Shares 8,418 Est. Cost $27.08 Unrealized -5.7%
NUVEEN NEW YORK AMT FREE 0.0%
Value ($000) $0 Shares 23,368 Est. Cost $13.32 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 1,007 Est. Cost $195.76 Unrealized +9.6%
KEX KIRBY CORP 0.0%
Value ($000) $0 Shares 3,120 Est. Cost $66.74 Unrealized +17.2%
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $0 Shares 14,720 Est. Cost $13.83 Unrealized +14.4%
LNC LINCOLN NATIONAL CORP 0.0%
Value ($000) $0 Shares 9,078 Est. Cost $32.28 Unrealized -34.2%
FAN FIRST TRUST GLOBAL WIND 0.0%
Value ($000) $0 Shares 14,749 Est. Cost $12.87 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $0 Shares 2,180 Est. Cost $137.59 Unrealized -13.3%
NOCT INNOVATOR 0.0%
Value ($000) $0 Shares 5,265 Est. Cost $0.04 Unrealized
CFA VICTORYSHARES 0.0%
Value ($000) $0 Shares 3,233 Est. Cost $63.14 Unrealized
LPX LOUISIANA PACIFIC CORP 0.0%
Value ($000) $0 Shares 3,383 Est. Cost $59.73 Unrealized 0.0%
DOUBLELINE OPPORTUNISTIC 0.0%
Value ($000) $0 Shares 15,642 Est. Cost $0.02 Unrealized
KEQU KEWAUNEE SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 8,208 Est. Cost $16.02 Unrealized +23.2%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 6,446 Est. Cost $31.43 Unrealized 0.0%
FSEP FIRST TRUST 0.0%
Value ($000) $0 Shares 5,951 Est. Cost $29.85 Unrealized
IVW ISHARES S&P 500 0.0%
Value ($000) $0 Shares 3,170 Est. Cost $0.07 Unrealized
SPIRIT AEROSYSTEMS 0.0%
Value ($000) $0 Shares 7,453 Est. Cost $0.03 Unrealized
EATON VANCE TAX 0.0%
Value ($000) $0 Shares 30,683 Est. Cost $7.34 Unrealized
KNSL KINSALE CAPITAL GROUP 0.0%
Value ($000) $0 Shares 708 Est. Cost $247.88 Unrealized +49.2%
BBDC BARINGS BDC INC 0.0%
Value ($000) $0 Shares 27,658 Est. Cost $5.94 Unrealized +16.4%
FXH FIRST TRUST HEALTHCARE 0.0%
Value ($000) $0 Shares 2,291 Est. Cost $100.44 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 4,010 Est. Cost $48.33 Unrealized +2.7%
DAUG FIRST TRUST 0.0%
Value ($000) $0 Shares 6,650 Est. Cost $30.62 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 3,631 Est. Cost $0.06 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 2,453 Est. Cost $0.09 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $0 Shares 7,310 Est. Cost $34.72 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $0.15 Unrealized
VIRTUS 0.0%
Value ($000) $0 Shares 68,185 Est. Cost $3.56 Unrealized
KJAN INNOVATOR 0.0%
Value ($000) $0 Shares 6,695 Est. Cost $0.03 Unrealized
SCZ ISHARES MSCI EAFE 0.0%
Value ($000) $0 Shares 3,708 Est. Cost $0.06 Unrealized
COHEN & STEERS 0.0%
Value ($000) $0 Shares 20,456 Est. Cost $8.06 Unrealized
EL ESTEE LAUDER CO INC 0.0%
Value ($000) $0 Shares 1,568 Est. Cost $226.04 Unrealized -43.7%
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 2,527 Est. Cost $83.03 Unrealized 0.0%
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $0 Shares 5,815 Est. Cost $0.03 Unrealized
SCHG SCHWAB U S LARGE CAP 0.0%
Value ($000) $0 Shares 2,750 Est. Cost $0.08 Unrealized
CACI CACI INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 705 Est. Cost $324.48 Unrealized 0.0%
WESTERN ASSET 0.0%
Value ($000) $0 Shares 24,744 Est. Cost $0.01 Unrealized
INTERPUBLIC GROUP 0.0%
Value ($000) $0 Shares 6,952 Est. Cost $27.52 Unrealized +0.3%
HYIN WISDOMTREE 0.0%
Value ($000) $0 Shares 12,009 Est. Cost $0.02 Unrealized
VIOO VANGUARD S&P SMALL CAP 0.0%
Value ($000) $0 Shares 2,288 Est. Cost $0.10 Unrealized
LTPZ PIMCO 15 YR U S TIPS 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $68.85 Unrealized
MTUM ISHARES 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $0.15 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 2,719 Est. Cost $47.22 Unrealized +66.4%
ABRDN 0.0%
Value ($000) $0 Shares 22,157 Est. Cost $11.96 Unrealized
TAL TAL EDUCATION GROUP 0.0%
Value ($000) $0 Shares 17,882 Est. Cost $0.01 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 280 Est. Cost $733.71 Unrealized 0.0%
BBJP JPMORGAN 0.0%
Value ($000) $0 Shares 4,282 Est. Cost $0.05 Unrealized
BILL BILL HOLDINGS INC 0.0%
Value ($000) $0 Shares 2,730 Est. Cost $82.11 Unrealized 0.0%
JPST JP MORGAN 0.0%
Value ($000) $0 Shares 4,425 Est. Cost $0.05 Unrealized
USXF ISHARES 0.0%
Value ($000) $0 Shares 5,586 Est. Cost $0.03 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $0 Shares 5,140 Est. Cost $41.22 Unrealized -0.9%
OEF ISHARES S&P 100 0.0%
Value ($000) $0 Shares 993 Est. Cost $0.22 Unrealized
ACWI ISHARES MSCI 0.0%
Value ($000) $0 Shares 2,172 Est. Cost $0.10 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $0 Shares 380 Est. Cost $481.11 Unrealized 0.0%
UPST UPSTART HOLDINGS INC 0.0%
Value ($000) $0 Shares 5,404 Est. Cost $30.45 Unrealized 0.0%
PAGP PLAINS GP HOLDINGS LP 0.0%
Value ($000) $0 Shares 13,763 Est. Cost $11.95 Unrealized
SGI TEMPUR SEALY 0.0%
Value ($000) $0 Shares 4,296 Est. Cost $42.42 Unrealized 0.0%
PDBC INVESCO 0.0%
Value ($000) $0 Shares 16,441 Est. Cost $17.09 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $0 Shares 1,955 Est. Cost $102.90 Unrealized 0.0%
HYLB X TRACKERS 0.0%
Value ($000) $0 Shares 6,170 Est. Cost $39.48 Unrealized
SAN BANCO SANTANDER S A 0.0%
Value ($000) $0 Shares 52,645 Est. Cost $3.47 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 3,929 Est. Cost $39.10 Unrealized +27.0%
INVESTMENT MANAGERS II 0.0%
Value ($000) $0 Shares 6,543 Est. Cost $21.82 Unrealized
IDCC INTERDIGITAL INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $92.54 Unrealized 0.0%
DYNAVAX TECHNOLOGIES 0.0%
Value ($000) $0 Shares 15,500 Est. Cost $7.18 Unrealized
SNDX SYNDAX PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $22.59 Unrealized -32.0%
YLDE LEGG MASON 0.0%
Value ($000) $0 Shares 4,865 Est. Cost $31.28 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $0 Shares 1,301 Est. Cost $151.31 Unrealized 0.0%
FDS FACTSET RESEARCH SYSTEMS 0.0%
Value ($000) $0 Shares 448 Est. Cost $415.60 Unrealized +5.9%
FTA FIRST TRUST LARGE CAP 0.0%
Value ($000) $0 Shares 3,026 Est. Cost $0.07 Unrealized
BWA BORG WARNER INC 0.0%
Value ($000) $0 Shares 5,966 Est. Cost $34.62 Unrealized 0.0%
ETF MANAGERS 0.0%
Value ($000) $0 Shares 21,368 Est. Cost $13.80 Unrealized
SCHO SCHWAB SHORT TERM 0.0%
Value ($000) $0 Shares 4,398 Est. Cost $0.05 Unrealized
IWO ISHARES RUSSELL 2000 0.0%
Value ($000) $0 Shares 845 Est. Cost $0.25 Unrealized
VICI VICI PROPERTIES INC 0.0%
Value ($000) $0 Shares 6,655 Est. Cost $24.56 Unrealized +5.5%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 1,149 Est. Cost $0.18 Unrealized
VGLT VANGUARD LONG TERM 0.0%
Value ($000) $0 Shares 3,432 Est. Cost $0.06 Unrealized
AES AES CORP 0.0%
Value ($000) $0 Shares 10,909 Est. Cost $17.60 Unrealized -16.6%
CWB SPDR BLOOMBERG 0.0%
Value ($000) $0 Shares 2,906 Est. Cost $44.13 Unrealized
GERN GERON CORP 0.0%
Value ($000) $0 Shares 99,557 Est. Cost $2.34 Unrealized -17.0%
RIVERNORTH MANAGED 0.0%
Value ($000) $0 Shares 14,805 Est. Cost $4.51 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 6,753 Est. Cost $26.30 Unrealized 0.0%
MOD MODINE MANUFACTURING 0.0%
Value ($000) $0 Shares 3,503 Est. Cost $48.90 Unrealized 0.0%
INVESCO VALUE MUN INCOME 0.0%
Value ($000) $0 Shares 17,737 Est. Cost $15.20 Unrealized
PMT PENNYMAC MORTGAGE 0.0%
Value ($000) $0 Shares 13,921 Est. Cost $15.63 Unrealized
BLACKROCK CREDIT 0.0%
Value ($000) $0 Shares 20,030 Est. Cost $13.68 Unrealized
CDNS CADENCE DESIGN 0.0%
Value ($000) $0 Shares 760 Est. Cost $189.14 Unrealized +36.2%
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 5,922 Est. Cost $34.50 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2,697 Est. Cost $68.27 Unrealized 0.0%
WK WORKIVA INC 0.0%
Value ($000) $0 Shares 2,025 Est. Cost $90.62 Unrealized +6.4%
ITB ISHARES U S 0.0%
Value ($000) $0 Shares 2,021 Est. Cost $0.07 Unrealized
DG DOLLAR GENL CORP NEW 0.0%
Value ($000) $0 Shares 1,517 Est. Cost $115.93 Unrealized 0.0%
XOP SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 1,502 Est. Cost $0.14 Unrealized
AWR AMERICAN STS WATER 0.0%
Value ($000) $0 Shares 2,567 Est. Cost $77.42 Unrealized -1.7%
AEM AGNICO-EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 3,743 Est. Cost $47.96 Unrealized 0.0%
VTIP VANGUARD SHORT TERM 0.0%
Value ($000) $0 Shares 4,321 Est. Cost $49.49 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 5,600 Est. Cost $33.15 Unrealized 0.0%
BLV VANGUARD LONG TERM 0.0%
Value ($000) $0 Shares 2,750 Est. Cost $0.07 Unrealized
ALC ALCON INC 0.0%
Value ($000) $0 Shares 2,621 Est. Cost $73.37 Unrealized 0.0%
RNR RENAISSANCERE HOLDINGS 0.0%
Value ($000) $0 Shares 1,040 Est. Cost $192.38 Unrealized +8.1%
EFAV ISHARES 0.0%
Value ($000) $0 Shares 2,948 Est. Cost $0.07 Unrealized
DB DEUTSCHE BANK AG 0.0%
Value ($000) $0 Shares 14,995 Est. Cost $10.38 Unrealized +7.2%
PSCI INVESCO S&P SMALLCAP 0.0%
Value ($000) $0 Shares 1,747 Est. Cost $0.12 Unrealized
BLACKROCK MUNICIPAL 0.0%
Value ($000) $0 Shares 18,075 Est. Cost $8.01 Unrealized
QLV FLEXSHARES US 0.0%
Value ($000) $0 Shares 3,617 Est. Cost $0.06 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $0 Shares 2,789 Est. Cost $70.97 Unrealized 0.0%
PFFA ETFIS 0.0%
Value ($000) $0 Shares 9,752 Est. Cost $0.02 Unrealized
VIRTUS 0.0%
Value ($000) $0 Shares 23,177 Est. Cost $10.22 Unrealized
NJUL INNOVATOR 0.0%
Value ($000) $0 Shares 3,647 Est. Cost $0.05 Unrealized
FDRR FIDELITY COVINGTON 0.0%
Value ($000) $0 Shares 4,587 Est. Cost $0.04 Unrealized
EMB ISHARES JPMORGAN USD 0.0%
Value ($000) $0 Shares 2,259 Est. Cost $0.09 Unrealized
ABRDN GLOBAL 0.0%
Value ($000) $0 Shares 11,093 Est. Cost $19.91 Unrealized
FIRST TRUST HIGH INCOME 0.0%
Value ($000) $0 Shares 16,426 Est. Cost $12.56 Unrealized
COHEN & STEERS 0.0%
Value ($000) $0 Shares 14,200 Est. Cost $0.01 Unrealized
MPT MEDICAL PROPERTIES 0.0%
Value ($000) $0 Shares 39,847 Est. Cost $14.19 Unrealized
JOHN HANCOCK PREFERRED 0.0%
Value ($000) $0 Shares 12,183 Est. Cost $18.04 Unrealized
EATON VANCE SENIOR 0.0%
Value ($000) $0 Shares 15,111 Est. Cost $11.50 Unrealized
ABRDN WORLD HEALTHCARE 0.0%
Value ($000) $0 Shares 16,160 Est. Cost $14.67 Unrealized
GAMCO GLOBAL GOLD 0.0%
Value ($000) $0 Shares 50,289 Est. Cost $6.14 Unrealized
CALUMET SPECIALTY 0.0%
Value ($000) $0 Shares 10,550 Est. Cost $3.66 Unrealized
AAL AMERICAN AIRLINES 0.0%
Value ($000) $0 Shares 13,676 Est. Cost $19.28 Unrealized -34.9%
CRPT FIRST TRUST 0.0%
Value ($000) $0 Shares 18,602 Est. Cost $0.01 Unrealized
ICLN ISHARES GLOBAL CLEAN 0.0%
Value ($000) $0 Shares 11,522 Est. Cost $15.80 Unrealized
CALAMOS CONVERTIBLE 0.0%
Value ($000) $0 Shares 17,010 Est. Cost $13.21 Unrealized
CHIMERA INVT CORP NEW 0.0%
Value ($000) $0 Shares 34,963 Est. Cost $7.90 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $0 Shares 79,900 Est. Cost $2.67 Unrealized -25.7%
IMAX IMAX CORP 0.0%
Value ($000) $0 Shares 11,093 Est. Cost $14.80 Unrealized +15.6%
FLAHERTY & CRUMRINE 0.0%
Value ($000) $0 Shares 16,657 Est. Cost $12.83 Unrealized
SD SANDRIDGE ENERGY INC 0.0%
Value ($000) $0 Shares 12,045 Est. Cost $17.66 Unrealized -16.4%
FRANKLIN UNIVERSAL 0.0%
Value ($000) $0 Shares 24,530 Est. Cost $6.02 Unrealized
PGIM 0.0%
Value ($000) $0 Shares 10,748 Est. Cost $18.12 Unrealized
MACQUARIE/FIRST TRUST 0.0%
Value ($000) $0 Shares 19,985 Est. Cost $9.34 Unrealized
GLADSTONE CAPITAL CORP 0.0%
Value ($000) $0 Shares 14,598 Est. Cost $11.42 Unrealized
NUVEEN MUNICIPAL INCOME 0.0%
Value ($000) $0 Shares 16,746 Est. Cost $10.71 Unrealized
MFS GOVERNMENT MARKETS 0.0%
Value ($000) $0 Shares 47,648 Est. Cost $2.00 Unrealized
EZPW EZCORP INC 0.0%
Value ($000) $0 Shares 17,328 Est. Cost $5.77 Unrealized +45.5%
AGL AGILON HEALTH INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $22.40 Unrealized -35.4%
VIRTUS 0.0%
Value ($000) $0 Shares 11,967 Est. Cost $9.04 Unrealized
BP PRUDHOE BAY ROYALTY 0.0%
Value ($000) $0 Shares 60,922 Est. Cost $15.53 Unrealized
PIMCO CORPORATE & INCM 0.0%
Value ($000) $0 Shares 11,259 Est. Cost $0.01 Unrealized
GABELLI MULTIMEDIA TR 0.0%
Value ($000) $0 Shares 26,331 Est. Cost $4.18 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $0 Shares 10,400 Est. Cost $19.64 Unrealized
BLACKROCK ENHANCED 0.0%
Value ($000) $0 Shares 19,246 Est. Cost $6.42 Unrealized
SRH TOTAL RETURN FUND 0.0%
Value ($000) $0 Shares 10,626 Est. Cost $0.01 Unrealized
SONENDO INC 0.0%
Value ($000) $0 Shares 693,615 Est. Cost $0.72 Unrealized
PACB PACIFIC BIOSCIENCES CA 0.0%
Value ($000) $0 Shares 14,817 Est. Cost $24.99 Unrealized -67.3%
NUVEEN CALIFORNIA 0.0%
Value ($000) $0 Shares 16,054 Est. Cost $0.01 Unrealized
BLACKROCK FLOATING RATE 0.0%
Value ($000) $0 Shares 11,600 Est. Cost $0.01 Unrealized
PSYCHEMEDICS CORP 0.0%
Value ($000) $0 Shares 48,664 Est. Cost $2.50 Unrealized
EATON VANCE SHORT 0.0%
Value ($000) $0 Shares 13,735 Est. Cost $11.51 Unrealized
BRANDYWINEGLOBAL 0.0%
Value ($000) $0 Shares 17,116 Est. Cost $11.48 Unrealized
CREDIT SUISSE ASSET 0.0%
Value ($000) $0 Shares 45,410 Est. Cost $1.70 Unrealized
MFS CHARTER INCOME 0.0%
Value ($000) $0 Shares 21,812 Est. Cost $8.54 Unrealized
SOUTHWESTERN ENERGY 0.0%
Value ($000) $0 Shares 21,400 Est. Cost $9.07 Unrealized
ETFMG 0.0%
Value ($000) $0 Shares 42,715 Est. Cost $18.33 Unrealized
PIMCO CALIFORNIA 0.0%
Value ($000) $0 Shares 14,825 Est. Cost $0.01 Unrealized
PSLV SPROTT PHYSICAL SILVER 0.0%
Value ($000) $0 Shares 16,999 Est. Cost $0.01 Unrealized
FRANKLIN 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $4.52 Unrealized
ARI APOLLO COMMERCIAL REAL 0.0%
Value ($000) $0 Shares 11,638 Est. Cost $0.01 Unrealized
ALLIANCEBERNSTEIN GLOBAL 0.0%
Value ($000) $0 Shares 13,302 Est. Cost $10.55 Unrealized
OPRA OPERA LIMITED ADS 0.0%
Value ($000) $0 Shares 10,148 Est. Cost $0.01 Unrealized
PGX INVESCO 0.0%
Value ($000) $0 Shares 11,405 Est. Cost $0.01 Unrealized
CITY OFFICE REIT INC 0.0%
Value ($000) $0 Shares 21,000 Est. Cost $0.01 Unrealized
XPHDX PIONEER FLOATING RATE 0.0%
Value ($000) $0 Shares 13,250 Est. Cost $11.88 Unrealized
FIRST TRUST NEW 0.0%
Value ($000) $0 Shares 17,600 Est. Cost $7.80 Unrealized
BNY MELLON 0.0%
Value ($000) $0 Shares 20,389 Est. Cost $0.01 Unrealized
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $0 Shares 17,275 Est. Cost $25.17 Unrealized -77.8%
HIGHLAND GLOBAL 0.0%
Value ($000) $0 Shares 14,868 Est. Cost $6.27 Unrealized
MTRX MATRIX SERVICE COMPANY 0.0%
Value ($000) $0 Shares 11,857 Est. Cost $5.30 Unrealized +104.8%
EATON VANCE MUNICIPAL 0.0%
Value ($000) $0 Shares 11,498 Est. Cost $13.31 Unrealized
NUVEEN SELECT MATURITIES 0.0%
Value ($000) $0 Shares 13,084 Est. Cost $10.27 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $2.92 Unrealized -15.4%
PIMCO INCOME STRATEGY 0.0%
Value ($000) $0 Shares 15,673 Est. Cost $0.01 Unrealized
DRD DRDGOLD LTD 0.0%
Value ($000) $0 Shares 13,817 Est. Cost $0.01 Unrealized
BTBT BIT DIGITAL INC 0.0%
Value ($000) $0 Shares 25,850 Est. Cost $7.59 Unrealized -65.6%
KAYNE ANDERSON ENERGY 0.0%
Value ($000) $0 Shares 12,338 Est. Cost $0.01 Unrealized
GABELLI HEALTHCARE & 0.0%
Value ($000) $0 Shares 11,203 Est. Cost $12.31 Unrealized
EGAN EGAIN CORP 0.0%
Value ($000) $0 Shares 12,600 Est. Cost $10.39 Unrealized -32.4%
CX CEMEX S A B DE CV SPONS 0.0%
Value ($000) $0 Shares 12,801 Est. Cost $0.00 Unrealized
AXTI AXT INC 0.0%
Value ($000) $0 Shares 40,697 Est. Cost $2.56 Unrealized -12.6%
CLOUGH GLOBAL 0.0%
Value ($000) $0 Shares 20,122 Est. Cost $8.18 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $0 Shares 16,911 Est. Cost $0.00 Unrealized
PSEC PROSPECT CAPITAL CORP 0.0%
Value ($000) $0 Shares 15,117 Est. Cost $3.33 Unrealized +23.9%
GABELLI UTILITY 0.0%
Value ($000) $0 Shares 16,250 Est. Cost $0.01 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 12,950 Est. Cost $6.69 Unrealized 0.0%
CORNERSTONE STRATEGIC 0.0%
Value ($000) $0 Shares 11,400 Est. Cost $0.01 Unrealized
VOYA GLOBAL 0.0%
Value ($000) $0 Shares 16,580 Est. Cost $2.65 Unrealized
CALAMOS GLOBAL DYNAMIC 0.0%
Value ($000) $0 Shares 14,061 Est. Cost $0.01 Unrealized
CLOUGH GLOBAL EQUITY 0.0%
Value ($000) $0 Shares 13,609 Est. Cost $13.99 Unrealized
ABRDN ASIA PACIFIC 0.0%
Value ($000) $0 Shares 28,746 Est. Cost $4.58 Unrealized
BNY MELLON 0.0%
Value ($000) $0 Shares 13,500 Est. Cost $7.93 Unrealized
SIGA SIGA TECHNOLOGIES 0.0%
Value ($000) $0 Shares 13,579 Est. Cost $4.52 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 10,470 Est. Cost $8.14 Unrealized -22.6%
FIRST TRUST ABRDN 0.0%
Value ($000) $0 Shares 11,484 Est. Cost $0.01 Unrealized
WESTERN ASSET HIGH 0.0%
Value ($000) $0 Shares 18,738 Est. Cost $5.06 Unrealized
HGBL HERITAGE GLOBAL INC 0.0%
Value ($000) $0 Shares 25,450 Est. Cost $1.50 Unrealized +96.3%
MFS MULTIMARKET INCOME 0.0%
Value ($000) $0 Shares 15,413 Est. Cost $0.00 Unrealized
DIGIHOST TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 29,699 Est. Cost $0.97 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $0 Shares 12,499 Est. Cost $0.01 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 28,493 Est. Cost $12.90 Unrealized
PUTNAM MANAGED MUNICIPAL 0.0%
Value ($000) $0 Shares 10,670 Est. Cost $7.42 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $0 Shares 11,557 Est. Cost $73.67 Unrealized -91.7%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 12,719 Est. Cost $0.01 Unrealized
OPEN OPENDOOR TECHNOLOGIES 0.0%
Value ($000) $0 Shares 10,500 Est. Cost $9.61 Unrealized -70.0%
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value ($000) $0 Shares 12,950 Est. Cost $6.00 Unrealized
INVESCO SENIOR INCOME TR 0.0%
Value ($000) $0 Shares 10,893 Est. Cost $0.00 Unrealized
FIRST TRUST SPECIALTY 0.0%
Value ($000) $0 Shares 10,522 Est. Cost $0.00 Unrealized
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $3.74 Unrealized -0.9%
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $3.88 Unrealized -25.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 17,482 Est. Cost $9.85 Unrealized -85.6%
CRNT CERAGON NETWORKS LTD 0.0%
Value ($000) $0 Shares 14,937 Est. Cost $1.88 Unrealized -2.1%
CHARGEPOINT HOLDINGS 0.0%
Value ($000) $0 Shares 13,177 Est. Cost $20.31 Unrealized
CYBIN INC 0.0%
Value ($000) $0 Shares 66,500 Est. Cost $0.56 Unrealized
GALT GALECTIN THERAPEUTICS 0.0%
Value ($000) $0 Shares 15,498 Est. Cost $3.25 Unrealized -40.4%
POWW AMMO INC 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $2.07 Unrealized +10.2%
REAL THE REALREAL INC 0.0%
Value ($000) $0 Shares 10,600 Est. Cost $1.44 Unrealized +35.4%
ORION ENERGY SYSTEMS INC 0.0%
Value ($000) $0 Shares 21,000 Est. Cost $4.86 Unrealized
VAXX VAXXINITY INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $2.17 Unrealized -55.4%
MAPS WM TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 22,765 Est. Cost $5.50 Unrealized -81.9%
TELLURIAN INC 0.0%
Value ($000) $0 Shares 18,000 Est. Cost $2.22 Unrealized
LI-CYCLE HLDGS CORP 0.0%
Value ($000) $0 Shares 19,673 Est. Cost $5.05 Unrealized
CLOV CLOVER HEALTH 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $1.09 Unrealized -10.3%
BIOCARDIA INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized
TRX TRX GOLD CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.33 Unrealized +19.9%