Curi Capital, LLC Diversified Active

CIK: 0001332905 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 16, 2022

Total Value ($000): $2,898,390

Holdings (467)

SCHD SCHWAB STRATEGIC TR 2.6%
Value ($000) $74,719 Shares 1,043,124 Est. Cost $71.63 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $62,918 Shares 244,981 Est. Cost $89.24 Unrealized +195.2%
DHR DANAHER CORPORATION 2.0%
Value ($000) $57,975 Shares 228,678 Est. Cost $47.84 Unrealized +372.9%
V VISA INC 1.8%
Value ($000) $53,315 Shares 270,786 Est. Cost $210.05 Unrealized -4.3%
AAPL APPLE INC 1.6%
Value ($000) $46,481 Shares 339,969 Est. Cost $86.00 Unrealized +72.8%
DG DOLLAR GEN CORP NEW 1.6%
Value ($000) $44,996 Shares 183,327 Est. Cost $168.20 Unrealized +30.2%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $44,501 Shares 117,962 Est. Cost $468.74 Unrealized
SNPS SYNOPSYS INC 1.5%
Value ($000) $44,494 Shares 146,508 Est. Cost $240.87 Unrealized +25.2%
PTC PTC INC 1.5%
Value ($000) $44,029 Shares 414,044 Est. Cost $112.41 Unrealized -4.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $43,396 Shares 19,913 Est. Cost $134.81 Unrealized -13.3%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $42,630 Shares 378,565 Est. Cost $103.91 Unrealized +8.8%
EW EDWARDS LIFESCIENCES CORP 1.5%
Value ($000) $42,189 Shares 443,675 Est. Cost $112.18 Unrealized -7.7%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $40,433 Shares 119,958 Est. Cost $394.93 Unrealized -12.5%
STE STERIS PLC 1.3%
Value ($000) $38,769 Shares 188,063 Est. Cost $223.84 Unrealized -2.6%
GOOG ALPHABET INC 1.2%
Value ($000) $36,186 Shares 16,543 Est. Cost $136.84 Unrealized -14.3%
COOPER COS INC 1.2%
Value ($000) $35,525 Shares 113,455 Est. Cost $187.33 Unrealized
NDSN NORDSON CORP 1.2%
Value ($000) $35,401 Shares 174,874 Est. Cost $105.50 Unrealized +93.4%
FRCB FIRST REP BK SAN FRANCISCO C 1.2%
Value ($000) $35,128 Shares 243,609 Est. Cost $188.63 Unrealized -21.1%
JKHY HENRY JACK & ASSOC INC 1.2%
Value ($000) $34,114 Shares 189,501 Est. Cost $127.31 Unrealized +40.4%
AMZN AMAZON COM INC 1.2%
Value ($000) $33,958 Shares 319,723 Est. Cost $124.71 Unrealized +0.3%
TJX TJX COS INC NEW 1.1%
Value ($000) $32,999 Shares 590,842 Est. Cost $40.72 Unrealized +41.0%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $32,844 Shares 63,944 Est. Cost $224.72 Unrealized +109.6%
CRM SALESFORCE INC 1.1%
Value ($000) $31,852 Shares 192,998 Est. Cost $212.63 Unrealized -17.9%
TYL TYLER TECHNOLOGIES INC 1.0%
Value ($000) $30,314 Shares 91,174 Est. Cost $307.83 Unrealized +19.0%
BKNG BOOKING HOLDINGS INC 1.0%
Value ($000) $29,246 Shares 16,721 Est. Cost $1876.06 Unrealized +11.9%
EQIX EQUINIX INC 1.0%
Value ($000) $29,172 Shares 44,401 Est. Cost $708.40 Unrealized -9.2%
PGR PROGRESSIVE CORP 1.0%
Value ($000) $28,641 Shares 246,333 Est. Cost $63.16 Unrealized +63.6%
DVN DEVON ENERGY CORP NEW 1.0%
Value ($000) $27,776 Shares 504,013 Est. Cost $44.56 Unrealized +22.6%
MKTX MARKETAXESS HLDGS INC 0.9%
Value ($000) $26,192 Shares 102,307 Est. Cost $344.01 Unrealized -24.4%
KDP KEURIG DR PEPPER INC 0.9%
Value ($000) $26,137 Shares 738,544 Est. Cost $34.15 Unrealized -3.8%
SVB FINANCIAL GROUP 0.9%
Value ($000) $25,640 Shares 64,912 Est. Cost $199.01 Unrealized
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $25,590 Shares 100,119 Est. Cost $239.48 Unrealized -7.2%
FBIN FORTUNE BRANDS HOME & SEC IN 0.9%
Value ($000) $25,322 Shares 422,871 Est. Cost $72.05 Unrealized -23.5%
CDW CDW CORP 0.9%
Value ($000) $24,666 Shares 156,550 Est. Cost $173.99 Unrealized -7.7%
DIS DISNEY WALT CO 0.8%
Value ($000) $24,447 Shares 258,970 Est. Cost $147.18 Unrealized -26.3%
CME CME GROUP INC 0.8%
Value ($000) $24,140 Shares 117,930 Est. Cost $147.05 Unrealized +23.7%
UNP UNION PAC CORP 0.8%
Value ($000) $23,457 Shares 109,981 Est. Cost $113.19 Unrealized +84.5%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $22,949 Shares 93,087 Est. Cost $146.01 Unrealized +63.3%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $22,821 Shares 140,982 Est. Cost $95.44 Unrealized +67.7%
CB CHUBB LIMITED 0.8%
Value ($000) $22,803 Shares 116,000 Est. Cost $192.91 Unrealized +1.7%
CATALENT INC 0.8%
Value ($000) $22,797 Shares 212,476 Est. Cost $63.09 Unrealized
MTN VAIL RESORTS INC 0.8%
Value ($000) $22,468 Shares 103,040 Est. Cost $272.10 Unrealized -10.1%
LOW LOWES COS INC 0.8%
Value ($000) $22,402 Shares 128,256 Est. Cost $50.73 Unrealized +253.9%
WST WEST PHARMACEUTICAL SVSC INC 0.7%
Value ($000) $21,035 Shares 69,567 Est. Cost $122.79 Unrealized +162.5%
EGP EASTGROUP PPTYS INC 0.7%
Value ($000) $20,895 Shares 135,389 Est. Cost $113.00 Unrealized
ENTG ENTEGRIS INC 0.7%
Value ($000) $20,042 Shares 217,545 Est. Cost $106.97 Unrealized -0.3%
MS MORGAN STANLEY 0.7%
Value ($000) $19,518 Shares 256,620 Est. Cost $30.40 Unrealized +138.3%
AFG AMERICAN FINL GROUP INC OHIO 0.7%
Value ($000) $19,461 Shares 140,197 Est. Cost $51.37 Unrealized +110.0%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $18,893 Shares 68,045 Est. Cost $187.47 Unrealized +51.8%
MPWR MONOLITHIC PWR SYS INC 0.6%
Value ($000) $18,738 Shares 48,792 Est. Cost $136.50 Unrealized +200.6%
RGEN REPLIGEN CORP 0.6%
Value ($000) $17,753 Shares 109,314 Est. Cost $80.47 Unrealized +96.5%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $17,340 Shares 118,697 Est. Cost $104.08 Unrealized +41.9%
EXP EAGLE MATLS INC 0.6%
Value ($000) $17,138 Shares 155,881 Est. Cost $138.71 Unrealized -13.1%
WSO WATSCO INC 0.6%
Value ($000) $16,962 Shares 71,023 Est. Cost $251.29 Unrealized +4.7%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $16,892 Shares 92,686 Est. Cost $108.82 Unrealized +68.2%
SBCF SEACOAST BKG CORP FLA 0.6%
Value ($000) $16,553 Shares 500,995 Est. Cost $24.21 Unrealized +38.0%
POOL POOL CORP 0.6%
Value ($000) $16,347 Shares 46,542 Est. Cost $443.69 Unrealized -14.9%
AMGN AMGEN INC 0.6%
Value ($000) $16,194 Shares 66,559 Est. Cost $137.13 Unrealized +59.4%
FICO FAIR ISAAC CORP 0.6%
Value ($000) $15,955 Shares 39,799 Est. Cost $274.37 Unrealized +43.7%
RITCHIE BROS AUCTIONEERS 0.5%
Value ($000) $15,829 Shares 243,295 Est. Cost $40.18 Unrealized
INTU INTUIT 0.5%
Value ($000) $15,398 Shares 39,950 Est. Cost $402.07 Unrealized +0.6%
FIBK FIRST INTST BANCSYSTEM INC 0.5%
Value ($000) $15,244 Shares 400,000 Est. Cost $28.16 Unrealized 0.0%
DGRW WISDOMTREE TR 0.5%
Value ($000) $15,026 Shares 262,192 Est. Cost $43.15 Unrealized
DEO DIAGEO PLC 0.5%
Value ($000) $14,865 Shares 85,372 Est. Cost $144.26 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $14,519 Shares 157,117 Est. Cost $81.80 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $13,728 Shares 88,424 Est. Cost $51.98 Unrealized +191.8%
PCH POTLATCHDELTIC CORPORATION 0.5%
Value ($000) $13,683 Shares 309,645 Est. Cost $47.76 Unrealized
TCBK TRICO BANCSHARES 0.5%
Value ($000) $13,466 Shares 295,056 Est. Cost $36.83 Unrealized +14.4%
SYK STRYKER CORPORATION 0.5%
Value ($000) $13,435 Shares 67,538 Est. Cost $230.06 Unrealized -1.8%
EQBK EQUITY BANCSHARES INC 0.5%
Value ($000) $13,122 Shares 450,000 Est. Cost $29.59 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.4%
Value ($000) $13,019 Shares 98,581 Est. Cost $116.08 Unrealized +20.8%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $12,490 Shares 87,058 Est. Cost $104.10 Unrealized
VC VISTEON CORP 0.4%
Value ($000) $12,357 Shares 119,302 Est. Cost $108.27 Unrealized -5.2%
KAI KADANT INC 0.4%
Value ($000) $12,296 Shares 67,433 Est. Cost $200.56 Unrealized -8.8%
COLM COLUMBIA SPORTSWEAR CO 0.4%
Value ($000) $11,775 Shares 164,499 Est. Cost $81.16 Unrealized -7.3%
OMCL OMNICELL COM 0.4%
Value ($000) $11,611 Shares 102,079 Est. Cost $144.12 Unrealized -20.4%
KRE SPDR SER TR 0.4%
Value ($000) $11,557 Shares 198,940 Est. Cost $38.66 Unrealized
FIRST BANCSHARES INC MS 0.4%
Value ($000) $11,526 Shares 403,000 Est. Cost $28.60 Unrealized
STORE CAP CORP 0.4%
Value ($000) $11,066 Shares 424,300 Est. Cost $32.59 Unrealized
EXPO EXPONENT INC 0.4%
Value ($000) $10,915 Shares 119,334 Est. Cost $91.89 Unrealized -2.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $10,822 Shares 26,171 Est. Cost $517.70 Unrealized
BY BYLINE BANCORP INC 0.4%
Value ($000) $10,785 Shares 453,172 Est. Cost $22.76 Unrealized 0.0%
IWF ISHARES TR 0.4%
Value ($000) $10,512 Shares 48,066 Est. Cost $173.95 Unrealized
LOB LIVE OAK BANCSHARES INC 0.4%
Value ($000) $10,167 Shares 300,000 Est. Cost $41.33 Unrealized 0.0%
IHDG WISDOMTREE TR 0.3%
Value ($000) $10,106 Shares 270,068 Est. Cost $32.69 Unrealized
VERITEX HLDGS INC 0.3%
Value ($000) $10,105 Shares 345,350 Est. Cost $29.26 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $9,818 Shares 47,257 Est. Cost $165.58 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $9,752 Shares 195,188 Est. Cost $51.30 Unrealized
OBK ORIGIN BANCORP INC 0.3%
Value ($000) $9,118 Shares 235,000 Est. Cost $39.37 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $9,001 Shares 45,695 Est. Cost $159.01 Unrealized
CPK CHESAPEAKE UTILS CORP 0.3%
Value ($000) $8,989 Shares 69,383 Est. Cost $93.34 Unrealized +29.6%
IWP ISHARES TR 0.3%
Value ($000) $8,943 Shares 112,894 Est. Cost $107.75 Unrealized
GTLS CHART INDS INC 0.3%
Value ($000) $8,888 Shares 53,103 Est. Cost $140.45 Unrealized +21.6%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $8,766 Shares 26,843 Est. Cost $182.18 Unrealized
RGLD ROYAL GOLD INC 0.3%
Value ($000) $8,512 Shares 79,720 Est. Cost $116.13 Unrealized +6.5%
ARGO GROUP INTL HLDGS LTD 0.3%
Value ($000) $8,438 Shares 228,908 Est. Cost $41.23 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.3%
Value ($000) $8,364 Shares 299,694 Est. Cost $27.76 Unrealized +23.1%
RBC RBC BEARINGS INC 0.3%
Value ($000) $8,319 Shares 44,981 Est. Cost $190.85 Unrealized -7.0%
ABBV ABBVIE INC 0.3%
Value ($000) $8,014 Shares 52,324 Est. Cost $60.24 Unrealized +122.6%
DON WISDOMTREE TR 0.3%
Value ($000) $7,987 Shares 204,888 Est. Cost $36.98 Unrealized
FOXF FOX FACTORY HLDG CORP 0.3%
Value ($000) $7,845 Shares 97,402 Est. Cost $122.01 Unrealized -31.0%
FBK FB FINL CORP 0.3%
Value ($000) $7,844 Shares 200,000 Est. Cost $37.89 Unrealized 0.0%
TCBX THIRD COAST BANCSHARES INC 0.3%
Value ($000) $7,835 Shares 357,773 Est. Cost $23.24 Unrealized 0.0%
WCLD WISDOMTREE TR 0.3%
Value ($000) $7,613 Shares 271,603 Est. Cost $28.03 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $7,515 Shares 69,170 Est. Cost $53.00 Unrealized +100.2%
BP BP PLC 0.3%
Value ($000) $7,455 Shares 262,963 Est. Cost $38.81 Unrealized
FIVN FIVE9 INC 0.3%
Value ($000) $7,279 Shares 79,864 Est. Cost $122.39 Unrealized -17.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $7,245 Shares 50,043 Est. Cost $78.90 Unrealized +80.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $7,027 Shares 39,586 Est. Cost $115.73 Unrealized +38.2%
EFA ISHARES TR 0.2%
Value ($000) $7,026 Shares 112,430 Est. Cost $73.14 Unrealized
RPM RPM INTL INC 0.2%
Value ($000) $6,940 Shares 88,158 Est. Cost $70.84 Unrealized +18.6%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $6,811 Shares 18,158 Est. Cost $274.17 Unrealized +52.0%
USCB USCB FINANCIAL HOLDINGS INC 0.2%
Value ($000) $6,786 Shares 588,042 Est. Cost $13.24 Unrealized 0.0%
ATR APTARGROUP INC 0.2%
Value ($000) $6,578 Shares 63,739 Est. Cost $95.71 Unrealized +8.4%
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $6,376 Shares 178,644 Est. Cost $33.57 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $6,346 Shares 378,617 Est. Cost $11.91 Unrealized +28.7%
NEOG NEOGEN CORP 0.2%
Value ($000) $6,156 Shares 255,562 Est. Cost $38.87 Unrealized -31.0%
PINNACLE FINL PARTNERS INC 0.2%
Value ($000) $6,142 Shares 84,941 Est. Cost $92.08 Unrealized
CPRT COPART INC 0.2%
Value ($000) $6,119 Shares 56,310 Est. Cost $11.60 Unrealized +145.5%
TECH BIO-TECHNE CORP 0.2%
Value ($000) $6,104 Shares 17,610 Est. Cost $101.38 Unrealized -9.1%
SFBS SERVISFIRST BANCSHARES INC 0.2%
Value ($000) $6,074 Shares 76,966 Est. Cost $81.54 Unrealized -6.5%
MKL MARKEL CORP 0.2%
Value ($000) $6,034 Shares 4,666 Est. Cost $982.14 Unrealized +39.7%
COWEN INC 0.2%
Value ($000) $5,922 Shares 250,000 Est. Cost $23.69 Unrealized
OSBC OLD SECOND BANCORP INC ILL 0.2%
Value ($000) $5,753 Shares 430,000 Est. Cost $13.54 Unrealized 0.0%
CCB COASTAL FINL CORP WA 0.2%
Value ($000) $5,718 Shares 150,000 Est. Cost $40.16 Unrealized 0.0%
AMTB AMERANT BANCORP INC 0.2%
Value ($000) $5,624 Shares 200,000 Est. Cost $26.61 Unrealized 0.0%
MKSI MKS INSTRS INC 0.2%
Value ($000) $5,552 Shares 54,095 Est. Cost $150.35 Unrealized -24.9%
IWM ISHARES TR 0.2%
Value ($000) $5,141 Shares 30,354 Est. Cost $177.67 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $5,099 Shares 127,750 Est. Cost $43.95 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $5,060 Shares 124,019 Est. Cost $44.32 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $5,031 Shares 81,144 Est. Cost $47.41 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $4,859 Shares 53,300 Est. Cost $61.61 Unrealized +28.6%
BLFS BIOLIFE SOLUTIONS INC 0.2%
Value ($000) $4,847 Shares 350,966 Est. Cost $25.46 Unrealized -42.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $4,799 Shares 49,928 Est. Cost $59.35 Unrealized +49.2%
CBAN COLONY BANKCORP INC 0.2%
Value ($000) $4,775 Shares 316,467 Est. Cost $14.66 Unrealized 0.0%
CSL CARLISLE COS INC 0.2%
Value ($000) $4,620 Shares 19,362 Est. Cost $96.09 Unrealized +148.4%
AQN ALGONQUIN PWR UTILS CORP 0.2%
Value ($000) $4,593 Shares 341,995 Est. Cost $12.46 Unrealized -5.3%
SYNA SYNAPTICS INC 0.2%
Value ($000) $4,571 Shares 38,722 Est. Cost $207.37 Unrealized -29.3%
ITT ITT INC 0.2%
Value ($000) $4,570 Shares 67,959 Est. Cost $88.25 Unrealized -19.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $4,555 Shares 109,054 Est. Cost $29.89 Unrealized +28.7%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.2%
Value ($000) $4,524 Shares 53,524 Est. Cost $107.94 Unrealized -7.9%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $4,457 Shares 105,747 Est. Cost $46.94 Unrealized +2.6%
FRST PRIMIS FINANCIAL CORP 0.2%
Value ($000) $4,414 Shares 323,818 Est. Cost $11.65 Unrealized 0.0%
BANC BANC OF CALIFORNIA INC 0.2%
Value ($000) $4,405 Shares 250,000 Est. Cost $16.59 Unrealized 0.0%
OCFC OCEANFIRST FINL CORP 0.1%
Value ($000) $4,304 Shares 225,000 Est. Cost $16.08 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $4,236 Shares 59,673 Est. Cost $95.59 Unrealized -14.4%
IVV ISHARES TR 0.1%
Value ($000) $4,163 Shares 10,979 Est. Cost $268.08 Unrealized
TREX TREX CO INC 0.1%
Value ($000) $4,124 Shares 75,785 Est. Cost $85.17 Unrealized -29.2%
EOG EOG RES INC 0.1%
Value ($000) $4,117 Shares 37,274 Est. Cost $93.49 Unrealized +13.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $4,109 Shares 15,052 Est. Cost $170.08 Unrealized +84.4%
HD HOME DEPOT INC 0.1%
Value ($000) $4,092 Shares 14,920 Est. Cost $123.42 Unrealized +118.0%
CIVB CIVISTA BANCSHARES INC 0.1%
Value ($000) $4,039 Shares 190,000 Est. Cost $19.01 Unrealized 0.0%
EEM ISHARES TR 0.1%
Value ($000) $3,977 Shares 99,177 Est. Cost $45.23 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $3,974 Shares 46,558 Est. Cost $94.91 Unrealized
SF STIFEL FINL CORP 0.1%
Value ($000) $3,893 Shares 69,499 Est. Cost $33.03 Unrealized +75.4%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $3,878 Shares 26,740 Est. Cost $95.73 Unrealized +48.6%
VBNK VERSABANK NEW 0.1%
Value ($000) $3,842 Shares 525,000 Est. Cost $7.32 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $3,782 Shares 14,756 Est. Cost $49.23 Unrealized +161.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $3,771 Shares 31,130 Est. Cost $107.62 Unrealized +7.2%
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $3,729 Shares 175,000 Est. Cost $20.22 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $3,672 Shares 41,274 Est. Cost $86.99 Unrealized +11.5%
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $3,652 Shares 400,000 Est. Cost $9.13 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $3,646 Shares 23,728 Est. Cost $94.65 Unrealized +59.5%
IVW ISHARES TR 0.1%
Value ($000) $3,622 Shares 60,024 Est. Cost $77.86 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $3,609 Shares 127,900 Est. Cost $28.51 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.1%
Value ($000) $3,584 Shares 20,000 Est. Cost $179.20 Unrealized
CADE CADENCE BANK 0.1%
Value ($000) $3,522 Shares 150,000 Est. Cost $22.58 Unrealized 0.0%
MCB METROPOLITAN BK HLDG CORP 0.1%
Value ($000) $3,471 Shares 50,000 Est. Cost $82.27 Unrealized 0.0%
SOUTHERN STS BANCSHARES INC 0.1%
Value ($000) $3,417 Shares 151,926 Est. Cost $22.49 Unrealized
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $3,409 Shares 18,561 Est. Cost $183.66 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $3,300 Shares 79,370 Est. Cost $46.56 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $3,188 Shares 51,071 Est. Cost $62.55 Unrealized
SICPQ SILVERGATE CAP CORP 0.1%
Value ($000) $3,132 Shares 58,500 Est. Cost $93.25 Unrealized 0.0%
TFIN TRIUMPH BANCORP INC 0.1%
Value ($000) $3,128 Shares 50,000 Est. Cost $70.84 Unrealized 0.0%
HOMB HOME BANCSHARES INC 0.1%
Value ($000) $3,115 Shares 150,000 Est. Cost $21.61 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $3,091 Shares 32,026 Est. Cost $47.09 Unrealized
SYBT STOCK YDS BANCORP INC 0.1%
Value ($000) $3,057 Shares 51,111 Est. Cost $42.45 Unrealized +31.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $2,944 Shares 13,209 Est. Cost $141.43 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $2,904 Shares 49,871 Est. Cost $40.16 Unrealized +63.5%
NIC NICOLET BANKSHARES INC 0.1%
Value ($000) $2,833 Shares 39,168 Est. Cost $78.32 Unrealized 0.0%
IEX IDEX CORP 0.1%
Value ($000) $2,830 Shares 15,581 Est. Cost $193.07 Unrealized -6.9%
NBTB NBT BANCORP INC 0.1%
Value ($000) $2,819 Shares 75,000 Est. Cost $36.25 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.1%
Value ($000) $2,797 Shares 9,347 Est. Cost $192.66 Unrealized +73.0%
SOUTHSTATE CORPORATION 0.1%
Value ($000) $2,784 Shares 36,086 Est. Cost $47.66 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $2,758 Shares 54,339 Est. Cost $42.10 Unrealized -4.7%
DOW DOW INC 0.1%
Value ($000) $2,724 Shares 52,775 Est. Cost $43.69 Unrealized +18.6%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $2,694 Shares 125,379 Est. Cost $25.30 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $2,669 Shares 40,345 Est. Cost $26.87 Unrealized +181.5%
FSBC FIVE STAR BANCORP 0.1%
Value ($000) $2,642 Shares 100,000 Est. Cost $23.66 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC N 0.1%
Value ($000) $2,633 Shares 4,027 Est. Cost $643.52 Unrealized 0.0%
GGG GRACO INC 0.1%
Value ($000) $2,586 Shares 43,535 Est. Cost $43.80 Unrealized +36.7%
IWV ISHARES TR 0.1%
Value ($000) $2,514 Shares 11,563 Est. Cost $227.26 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $2,507 Shares 7,148 Est. Cost $524.57 Unrealized -22.3%
IJH ISHARES TR 0.1%
Value ($000) $2,479 Shares 10,958 Est. Cost $188.84 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $2,476 Shares 35,447 Est. Cost $82.55 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $2,472 Shares 7,836 Est. Cost $252.96 Unrealized +33.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $2,445 Shares 7,540 Est. Cost $122.51 Unrealized +137.5%
HEI HEICO CORP NEW 0.1%
Value ($000) $2,432 Shares 18,549 Est. Cost $76.20 Unrealized +84.9%
IWR ISHARES TR 0.1%
Value ($000) $2,428 Shares 37,547 Est. Cost $84.61 Unrealized
MDB MONGODB INC 0.1%
Value ($000) $2,418 Shares 9,319 Est. Cost $385.01 Unrealized -18.8%
NVR NVR INC 0.1%
Value ($000) $2,370 Shares 592 Est. Cost $5095.14 Unrealized -16.4%
AIVL WISDOMTREE TR 0.1%
Value ($000) $2,366 Shares 26,661 Est. Cost $87.51 Unrealized
NEWT NEWTEK BUSINESS SVCS CORP 0.1%
Value ($000) $2,366 Shares 125,000 Est. Cost $24.00 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $2,341 Shares 13,886 Est. Cost $186.36 Unrealized -2.8%
USB US BANCORP DEL 0.1%
Value ($000) $2,285 Shares 49,652 Est. Cost $34.53 Unrealized +21.3%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value ($000) $2,264 Shares 75,000 Est. Cost $30.77 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $2,202 Shares 36,231 Est. Cost $62.79 Unrealized -6.4%
DMRC DIGIMARC CORP NEW 0.1%
Value ($000) $2,142 Shares 151,460 Est. Cost $29.98 Unrealized -31.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,137 Shares 24,949 Est. Cost $60.16 Unrealized +32.3%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,135 Shares 67,879 Est. Cost $37.14 Unrealized
HEDJ WISDOMTREE TR 0.1%
Value ($000) $2,102 Shares 32,073 Est. Cost $62.72 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $2,082 Shares 8,435 Est. Cost $120.56 Unrealized +87.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $2,080 Shares 26,849 Est. Cost $72.07 Unrealized -4.5%
VMI VALMONT INDS INC 0.1%
Value ($000) $2,077 Shares 9,248 Est. Cost $156.11 Unrealized +56.9%
EWJ ISHARES INC 0.1%
Value ($000) $2,054 Shares 38,878 Est. Cost $52.83 Unrealized
SONO SONOS INC 0.1%
Value ($000) $1,976 Shares 109,537 Est. Cost $26.56 Unrealized -15.6%
BILL BILL COM HLDGS INC 0.1%
Value ($000) $1,869 Shares 17,004 Est. Cost $157.64 Unrealized -7.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,857 Shares 5,072 Est. Cost $479.35 Unrealized -15.1%
PCYO PURE CYCLE CORP 0.1%
Value ($000) $1,855 Shares 175,981 Est. Cost $8.99 Unrealized +20.2%
EVTC EVERTEC INC 0.1%
Value ($000) $1,844 Shares 50,000 Est. Cost $37.52 Unrealized 0.0%
CNOB CONNECTONE BANCORP INC 0.1%
Value ($000) $1,834 Shares 75,000 Est. Cost $24.69 Unrealized 0.0%
UNTY UNITY BANCORP INC 0.1%
Value ($000) $1,817 Shares 68,625 Est. Cost $26.46 Unrealized 0.0%
SYNOVUS FINL CORP 0.1%
Value ($000) $1,802 Shares 50,000 Est. Cost $36.04 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,802 Shares 18,835 Est. Cost $53.20 Unrealized +66.3%
FROG JFROG LTD 0.1%
Value ($000) $1,730 Shares 82,090 Est. Cost $25.31 Unrealized -17.1%
AVD AMERICAN VANGUARD CORP 0.1%
Value ($000) $1,696 Shares 75,900 Est. Cost $17.15 Unrealized +28.1%
CUBI CUSTOMERS BANCORP INC 0.1%
Value ($000) $1,695 Shares 50,000 Est. Cost $40.64 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,694 Shares 3,510 Est. Cost $230.41 Unrealized +103.8%
FAST FASTENAL CO 0.1%
Value ($000) $1,694 Shares 33,941 Est. Cost $12.54 Unrealized +96.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,690 Shares 43,076 Est. Cost $39.81 Unrealized -3.7%
DT DYNATRACE INC 0.1%
Value ($000) $1,585 Shares 40,192 Est. Cost $52.83 Unrealized -24.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,583 Shares 9,109 Est. Cost $116.49 Unrealized +42.8%
FLL FULL HSE RESORTS INC 0.1%
Value ($000) $1,581 Shares 260,000 Est. Cost $2.52 Unrealized +206.3%
BARRICK GOLD CORP 0.1%
Value ($000) $1,572 Shares 88,838 Est. Cost $18.77 Unrealized
NTB BANK OF NT BUTTERFIELD&SON L 0.1%
Value ($000) $1,559 Shares 50,000 Est. Cost $26.62 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,510 Shares 61,976 Est. Cost $24.23 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,497 Shares 7,128 Est. Cost $102.95 Unrealized +96.7%
PEP PEPSICO INC 0.1%
Value ($000) $1,491 Shares 8,944 Est. Cost $116.65 Unrealized +28.4%
PACWEST BANCORP DEL 0.1%
Value ($000) $1,472 Shares 55,201 Est. Cost $41.36 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $1,468 Shares 11,897 Est. Cost $89.30 Unrealized +47.5%
HUM HUMANA INC 0.0%
Value ($000) $1,419 Shares 3,032 Est. Cost $421.21 Unrealized +1.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1,394 Shares 2,823 Est. Cost $51.55 Unrealized +72.0%
DGRO ISHARES TR 0.0%
Value ($000) $1,387 Shares 29,108 Est. Cost $53.42 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1,383 Shares 9,537 Est. Cost $138.10 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1,353 Shares 2,009 Est. Cost $143.90 Unrealized +89.7%
RITM NEW RESIDENTIAL INVT CORP 0.0%
Value ($000) $1,341 Shares 143,860 Est. Cost $10.81 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $1,318 Shares 18,863 Est. Cost $83.33 Unrealized -16.2%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $1,299 Shares 25,099 Est. Cost $84.72 Unrealized -40.1%
AVGO BROADCOM INC 0.0%
Value ($000) $1,249 Shares 2,570 Est. Cost $45.55 Unrealized +15.0%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $1,239 Shares 11,762 Est. Cost $45.40 Unrealized +152.1%
CWB SPDR SER TR 0.0%
Value ($000) $1,237 Shares 19,165 Est. Cost $53.52 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $1,236 Shares 27,234 Est. Cost $63.57 Unrealized -22.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,231 Shares 13,704 Est. Cost $82.56 Unrealized +8.9%
AFCG AFC GAMMA INC 0.0%
Value ($000) $1,215 Shares 79,265 Est. Cost $7.74 Unrealized -10.8%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,190 Shares 4,244 Est. Cost $286.73 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $1,174 Shares 14,166 Est. Cost $80.82 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1,173 Shares 12,158 Est. Cost $67.85 Unrealized +38.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,171 Shares 27,458 Est. Cost $50.28 Unrealized -14.8%
BMI BADGER METER INC 0.0%
Value ($000) $1,171 Shares 14,477 Est. Cost $71.54 Unrealized +12.5%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1,157 Shares 2,414 Est. Cost $500.83 Unrealized -3.2%
MTB M & T BK CORP 0.0%
Value ($000) $1,150 Shares 7,213 Est. Cost $141.76 Unrealized +5.2%
TWLO TWILIO INC 0.0%
Value ($000) $1,119 Shares 13,349 Est. Cost $279.48 Unrealized -60.0%
CHCT COMMUNITY HEALTHCARE TR INC 0.0%
Value ($000) $1,107 Shares 30,581 Est. Cost $40.89 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $1,099 Shares 35,317 Est. Cost $23.57 Unrealized +38.9%
PFE PFIZER INC 0.0%
Value ($000) $1,097 Shares 20,925 Est. Cost $25.24 Unrealized +66.4%
DE DEERE & CO 0.0%
Value ($000) $1,095 Shares 3,655 Est. Cost $109.52 Unrealized +219.3%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $1,089 Shares 27,637 Est. Cost $73.10 Unrealized -26.8%
META META PLATFORMS INC 0.0%
Value ($000) $1,083 Shares 6,719 Est. Cost $357.67 Unrealized -46.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1,077 Shares 13,981 Est. Cost $45.13 Unrealized +43.9%
OKTA OKTA INC 0.0%
Value ($000) $1,075 Shares 11,892 Est. Cost $217.90 Unrealized -50.4%
AVALARA INC 0.0%
Value ($000) $1,073 Shares 15,196 Est. Cost $99.53 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1,069 Shares 17,297 Est. Cost $54.70 Unrealized -1.1%
BK OF AMERICA CORP 0.0%
Value ($000) $1,066 Shares 885 Est. Cost $1418.14 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $1,061 Shares 10,565 Est. Cost $106.53 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $1,052 Shares 3,297 Est. Cost $105.49 Unrealized +206.9%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $1,051 Shares 77,812 Est. Cost $15.61 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1,032 Shares 10,970 Est. Cost $77.34 Unrealized +31.5%
NBHC NATIONAL BK HLDGS CORP 0.0%
Value ($000) $1,031 Shares 26,946 Est. Cost $35.04 Unrealized 0.0%
ETF MANAGERS TR 0.0%
Value ($000) $997 Shares 21,768 Est. Cost $58.71 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $984 Shares 6,488 Est. Cost $25.03 Unrealized -24.7%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $978 Shares 2,276 Est. Cost $232.51 Unrealized +71.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $970 Shares 4,896 Est. Cost $137.50 Unrealized +33.8%
ABCB AMERIS BANCORP 0.0%
Value ($000) $963 Shares 23,978 Est. Cost $46.75 Unrealized -13.6%
PODD INSULET CORP 0.0%
Value ($000) $954 Shares 4,377 Est. Cost $245.44 Unrealized -7.4%
HUBB HUBBELL INC 0.0%
Value ($000) $935 Shares 5,238 Est. Cost $177.35 Unrealized +0.6%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $933 Shares 63,622 Est. Cost $17.27 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $909 Shares 9,987 Est. Cost $47.30 Unrealized +124.2%
KO COCA COLA CO 0.0%
Value ($000) $894 Shares 14,215 Est. Cost $36.66 Unrealized +54.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $891 Shares 9,715 Est. Cost $98.78 Unrealized -8.3%
IEMG ISHARES INC 0.0%
Value ($000) $870 Shares 17,726 Est. Cost $53.13 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $870 Shares 14,987 Est. Cost $46.56 Unrealized +30.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $869 Shares 1,815 Est. Cost $291.42 Unrealized +48.5%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $856 Shares 19,373 Est. Cost $57.45 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $835 Shares 4,428 Est. Cost $188.36 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $831 Shares 2,396 Est. Cost $329.08 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $825 Shares 107,892 Est. Cost $9.76 Unrealized
WSBF WATERSTONE FINL INC MD 0.0%
Value ($000) $822 Shares 48,194 Est. Cost $21.16 Unrealized -18.8%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $820 Shares 10,231 Est. Cost $86.11 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $814 Shares 9,100 Est. Cost $61.97 Unrealized +49.6%
UMH UMH PPTYS INC 0.0%
Value ($000) $806 Shares 45,647 Est. Cost $26.68 Unrealized
QTWO Q2 HLDGS INC 0.0%
Value ($000) $800 Shares 20,748 Est. Cost $64.10 Unrealized -24.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $788 Shares 11,931 Est. Cost $53.62 Unrealized
IT GARTNER INC 0.0%
Value ($000) $787 Shares 3,253 Est. Cost $128.23 Unrealized +107.5%
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $785 Shares 70,233 Est. Cost $16.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $776 Shares 5,496 Est. Cost $115.78 Unrealized +1.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $759 Shares 6,707 Est. Cost $161.30 Unrealized
FFWM FIRST FNDTN INC 0.0%
Value ($000) $747 Shares 36,488 Est. Cost $21.38 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $743 Shares 4,154 Est. Cost $119.24 Unrealized +65.5%
SKY SKYLINE CHAMPION CORPORATION 0.0%
Value ($000) $740 Shares 15,613 Est. Cost $22.42 Unrealized +130.0%
SMBK SMARTFINANCIAL INC 0.0%
Value ($000) $725 Shares 30,000 Est. Cost $24.85 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $723 Shares 3,603 Est. Cost $292.14 Unrealized -19.7%
SON SONOCO PRODS CO 0.0%
Value ($000) $723 Shares 12,675 Est. Cost $51.63 Unrealized 0.0%
MPLX MPLX LP 0.0%
Value ($000) $719 Shares 24,676 Est. Cost $29.58 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $706 Shares 16,083 Est. Cost $43.30 Unrealized
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $699 Shares 15,713 Est. Cost $40.46 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $680 Shares 35,000 Est. Cost $11.05 Unrealized +10.7%
ORI OLD REP INTL CORP 0.0%
Value ($000) $680 Shares 30,411 Est. Cost $17.46 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $676 Shares 3,905 Est. Cost $188.33 Unrealized -3.3%
INDB INDEPENDENT BK CORP MASS 0.0%
Value ($000) $663 Shares 8,347 Est. Cost $63.00 Unrealized +10.2%
SLRC SLR INVESTMENT CORP 0.0%
Value ($000) $658 Shares 45,000 Est. Cost $11.92 Unrealized -8.2%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $655 Shares 100,000 Est. Cost $7.37 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $653 Shares 5,600 Est. Cost $139.91 Unrealized -8.1%
NEW YORK MTG TR INC 0.0%
Value ($000) $653 Shares 236,437 Est. Cost $3.70 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $637 Shares 16,270 Est. Cost $42.09 Unrealized -5.1%
IEFA ISHARES TR 0.0%
Value ($000) $625 Shares 10,616 Est. Cost $64.28 Unrealized
SAR SARATOGA INVT CORP 0.0%
Value ($000) $621 Shares 25,901 Est. Cost $27.48 Unrealized -5.7%
MFA MFA FINL INC 0.0%
Value ($000) $619 Shares 57,538 Est. Cost $10.76 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $617 Shares 4,827 Est. Cost $50.06 Unrealized +149.5%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $613 Shares 29,851 Est. Cost $21.07 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $593 Shares 8,298 Est. Cost $71.46 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $591 Shares 3,865 Est. Cost $105.07 Unrealized +40.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $588 Shares 4,461 Est. Cost $126.23 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $586 Shares 3,478 Est. Cost $150.03 Unrealized +0.1%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $579 Shares 58,042 Est. Cost $8.53 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $569 Shares 4,839 Est. Cost $100.62 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $562 Shares 3,912 Est. Cost $81.94 Unrealized +67.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $561 Shares 7,349 Est. Cost $51.34 Unrealized +37.1%
SCZ ISHARES TR 0.0%
Value ($000) $558 Shares 10,219 Est. Cost $61.02 Unrealized
OBDC OWL ROCK CAPITAL CORPORATION 0.0%
Value ($000) $555 Shares 45,000 Est. Cost $8.95 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $549 Shares 4,082 Est. Cost $111.02 Unrealized +16.3%
WMT WALMART INC 0.0%
Value ($000) $544 Shares 4,478 Est. Cost $33.42 Unrealized +31.8%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $539 Shares 3,112 Est. Cost $180.47 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $539 Shares 3,991 Est. Cost $89.18 Unrealized +28.7%
RWT REDWOOD TR INC 0.0%
Value ($000) $530 Shares 68,750 Est. Cost $7.29 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $522 Shares 99,140 Est. Cost $11.48 Unrealized -41.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $517 Shares 2,802 Est. Cost $230.07 Unrealized +11.0%
PATTERSON COS INC 0.0%
Value ($000) $515 Shares 17,001 Est. Cost $30.29 Unrealized
FBP FIRST BANCORP P R 0.0%
Value ($000) $510 Shares 39,499 Est. Cost $7.71 Unrealized +57.0%
ZTS ZOETIS INC 0.0%
Value ($000) $507 Shares 2,952 Est. Cost $186.60 Unrealized -10.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $503 Shares 3,959 Est. Cost $158.98 Unrealized
LINDE PLC 0.0%
Value ($000) $499 Shares 1,736 Est. Cost $319.49 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $492 Shares 13,145 Est. Cost $41.99 Unrealized -3.3%
BA BOEING CO 0.0%
Value ($000) $490 Shares 3,582 Est. Cost $237.91 Unrealized -38.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $488 Shares 12,884 Est. Cost $50.94 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $472 Shares 1,197 Est. Cost $252.04 Unrealized +68.6%
TERMINIX GLOBAL HOLDINGS INC 0.0%
Value ($000) $470 Shares 11,572 Est. Cost $45.64 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $470 Shares 7,621 Est. Cost $73.14 Unrealized -14.9%
MGEE MGE ENERGY INC 0.0%
Value ($000) $467 Shares 6,000 Est. Cost $70.14 Unrealized +4.9%
BX BLACKSTONE INC 0.0%
Value ($000) $466 Shares 5,113 Est. Cost $116.12 Unrealized -17.2%
JPMORGAN CHASE & CO 0.0%
Value ($000) $462 Shares 24,369 Est. Cost $20.05 Unrealized
CDNA CAREDX INC 0.0%
Value ($000) $460 Shares 21,402 Est. Cost $27.02 Unrealized +2.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $450 Shares 5,472 Est. Cost $29.03 Unrealized +197.2%
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value ($000) $449 Shares 39,700 Est. Cost $7.93 Unrealized +1.5%
TGT TARGET CORP 0.0%
Value ($000) $448 Shares 3,175 Est. Cost $219.90 Unrealized -22.6%
T AT&T INC 0.0%
Value ($000) $441 Shares 21,060 Est. Cost $15.46 Unrealized +5.4%
TRGP TARGA RES CORP 0.0%
Value ($000) $436 Shares 7,301 Est. Cost $49.03 Unrealized +35.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $434 Shares 3,131 Est. Cost $95.49 Unrealized +65.0%
MMM 3M CO 0.0%
Value ($000) $430 Shares 3,326 Est. Cost $123.89 Unrealized -15.1%
VRRM VERRA MOBILITY CORP 0.0%
Value ($000) $423 Shares 26,945 Est. Cost $16.09 Unrealized -5.6%
MCO MOODYS CORP 0.0%
Value ($000) $422 Shares 1,550 Est. Cost $245.12 Unrealized +18.3%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $422 Shares 22,488 Est. Cost $19.19 Unrealized -8.4%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $417 Shares 3,141 Est. Cost $137.40 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $411 Shares 2,332 Est. Cost $194.46 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $410 Shares 2,058 Est. Cost $249.16 Unrealized -15.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $409 Shares 1 Est. Cost $299424.40 Unrealized +57.4%
ABIOMED INC 0.0%
Value ($000) $406 Shares 1,640 Est. Cost $137.11 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $403 Shares 11,986 Est. Cost $20.28 Unrealized +59.3%
VCYT VERACYTE INC 0.0%
Value ($000) $403 Shares 20,239 Est. Cost $28.60 Unrealized -29.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $402 Shares 1,665 Est. Cost $223.52 Unrealized 0.0%
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $402 Shares 17,706 Est. Cost $23.18 Unrealized +13.7%
ECL ECOLAB INC 0.0%
Value ($000) $390 Shares 2,538 Est. Cost $130.23 Unrealized +22.1%
C CITIGROUP INC 0.0%
Value ($000) $386 Shares 8,390 Est. Cost $53.95 Unrealized -18.9%
CGNX COGNEX CORP 0.0%
Value ($000) $385 Shares 9,050 Est. Cost $32.99 Unrealized +65.5%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $384 Shares 34,791 Est. Cost $20.78 Unrealized -36.9%
DBEF DBX ETF TR 0.0%
Value ($000) $381 Shares 10,954 Est. Cost $31.46 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $380 Shares 7,275 Est. Cost $54.72 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $379 Shares 12,875 Est. Cost $30.29 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $376 Shares 1,729 Est. Cost $217.47 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $375 Shares 12,017 Est. Cost $19.98 Unrealized +46.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $374 Shares 5,362 Est. Cost $283.07 Unrealized -69.4%
CSTM CONSTELLIUM SE 0.0%
Value ($000) $373 Shares 28,203 Est. Cost $18.24 Unrealized -12.3%
CLOUGH GLOBAL DIVID & INCOME 0.0%
Value ($000) $361 Shares 44,305 Est. Cost $9.17 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $360 Shares 52,845 Est. Cost $8.88 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $360 Shares 935 Est. Cost $376.42 Unrealized +5.6%
SUB ISHARES TR 0.0%
Value ($000) $355 Shares 3,388 Est. Cost $104.78 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.0%
Value ($000) $354 Shares 18,444 Est. Cost $21.98 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $353 Shares 3,505 Est. Cost $100.71 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $348 Shares 1,172 Est. Cost $356.48 Unrealized -20.5%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $346 Shares 5,428 Est. Cost $62.95 Unrealized -24.4%
LAM RESEARCH CORP 0.0%
Value ($000) $343 Shares 804 Est. Cost $339.59 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $342 Shares 5,855 Est. Cost $55.69 Unrealized +7.6%
BAX BAXTER INTL INC 0.0%
Value ($000) $331 Shares 5,153 Est. Cost $65.00 Unrealized +2.2%
VUSB VANGUARD BD INDEX FDS 0.0%
Value ($000) $323 Shares 6,574 Est. Cost $49.13 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $321 Shares 674 Est. Cost $116.65 Unrealized -18.3%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $313 Shares 2,812 Est. Cost $53.41 Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $308 Shares 4,238 Est. Cost $4.42 Unrealized +1623.3%
RY ROYAL BK CDA 0.0%
Value ($000) $305 Shares 3,151 Est. Cost $78.66 Unrealized +30.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $305 Shares 7,311 Est. Cost $39.42 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $300 Shares 1,115 Est. Cost $197.34 Unrealized
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $295 Shares 8,316 Est. Cost $40.04 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $294 Shares 4,646 Est. Cost $71.70 Unrealized -8.6%
ANSYS INC 0.0%
Value ($000) $292 Shares 1,222 Est. Cost $318.00 Unrealized
NKE NIKE INC 0.0%
Value ($000) $290 Shares 2,839 Est. Cost $74.52 Unrealized +49.3%
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $290 Shares 24,536 Est. Cost $18.59 Unrealized -27.9%
BANCROFT FD LTD 0.0%
Value ($000) $289 Shares 16,000 Est. Cost $22.80 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $287 Shares 3,870 Est. Cost $83.68 Unrealized -14.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $282 Shares 3,400 Est. Cost $83.67 Unrealized -4.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $276 Shares 8,692 Est. Cost $51.24 Unrealized -29.4%
BBDC BARINGS BDC INC 0.0%
Value ($000) $273 Shares 29,372 Est. Cost $6.94 Unrealized -3.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $273 Shares 503 Est. Cost $307.80 Unrealized +77.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $272 Shares 3,425 Est. Cost $57.08 Unrealized +43.5%
IJT ISHARES TR 0.0%
Value ($000) $260 Shares 2,470 Est. Cost $142.11 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $256 Shares 6,094 Est. Cost $53.32 Unrealized -15.0%
MBB ISHARES TR 0.0%
Value ($000) $255 Shares 2,611 Est. Cost $101.80 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $255 Shares 2,587 Est. Cost $85.41 Unrealized 0.0%
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $254 Shares 4,950 Est. Cost $40.18 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $249 Shares 4,230 Est. Cost $41.76 Unrealized +39.2%
KR KROGER CO 0.0%
Value ($000) $248 Shares 5,237 Est. Cost $34.11 Unrealized +44.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $244 Shares 4,388 Est. Cost $34.52 Unrealized +54.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $242 Shares 1,532 Est. Cost $106.40 Unrealized +36.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $242 Shares 1,888 Est. Cost $137.18 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $241 Shares 9,656 Est. Cost $31.44 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $240 Shares 2,671 Est. Cost $93.67 Unrealized -3.5%
AOR ISHARES TR 0.0%
Value ($000) $240 Shares 5,000 Est. Cost $56.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $239 Shares 992 Est. Cost $243.64 Unrealized -9.3%
LFUS LITTELFUSE INC 0.0%
Value ($000) $237 Shares 932 Est. Cost $160.63 Unrealized +56.1%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $236 Shares 1,370 Est. Cost $156.20 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $235 Shares 3,332 Est. Cost $76.53 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $235 Shares 3,584 Est. Cost $39.91 Unrealized +38.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $233 Shares 2,000 Est. Cost $72.02 Unrealized +58.3%
FORM FORMFACTOR INC 0.0%
Value ($000) $233 Shares 6,009 Est. Cost $39.42 Unrealized -2.2%
VNM VANECK ETF TRUST 0.0%
Value ($000) $231 Shares 16,044 Est. Cost $14.40 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $229 Shares 1,352 Est. Cost $102.46 Unrealized +57.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $228 Shares 2,005 Est. Cost $168.65 Unrealized -36.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $224 Shares 3,159 Est. Cost $64.35 Unrealized 0.0%
IXUS ISHARES TR 0.0%
Value ($000) $222 Shares 3,900 Est. Cost $70.92 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $222 Shares 2,629 Est. Cost $84.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $220 Shares 1,615 Est. Cost $111.07 Unrealized +43.6%
BDC BELDEN INC 0.0%
Value ($000) $213 Shares 4,000 Est. Cost $36.43 Unrealized +45.7%
PFF ISHARES TR 0.0%
Value ($000) $210 Shares 6,401 Est. Cost $35.21 Unrealized
FIRST TR ENERGY INCOME & GRO 0.0%
Value ($000) $210 Shares 13,186 Est. Cost $16.23 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $209 Shares 1,468 Est. Cost $163.68 Unrealized -16.8%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 3,584 Est. Cost $93.64 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $208 Shares 556 Est. Cost $64.69 Unrealized +45.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $208 Shares 2,597 Est. Cost $71.82 Unrealized 0.0%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value ($000) $208 Shares 18,229 Est. Cost $27.86 Unrealized -68.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $207 Shares 1,133 Est. Cost $163.64 Unrealized -6.3%
RHI ROBERT HALF INTL INC 0.0%
Value ($000) $207 Shares 2,760 Est. Cost $76.28 Unrealized +24.3%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $205 Shares 875 Est. Cost $280.86 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $204 Shares 8,980 Est. Cost $28.29 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $200 Shares 1,455 Est. Cost $137.46 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $187 Shares 15,000 Est. Cost $13.33 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $169 Shares 12,102 Est. Cost $9.86 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $165 Shares 14,062 Est. Cost $13.90 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $59 Shares 11,690 Est. Cost $5.58 Unrealized
CANOO INC 0.0%
Value ($000) $45 Shares 24,227 Est. Cost $5.53 Unrealized
GLOBAL BLUE GROUP HOLDING AG 0.0%
Value ($000) $35 Shares 131,385 Est. Cost $0.27 Unrealized