Snowden Capital Advisors LLC Diversified Active

Location: New York, NY

CIK: 0001903055 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $3.763B (99.7% shares, 0.3% debt)

Holdings (1,277)

New Positions (99)

AZN ASTRAZENECA PLC 0.1%
Value $3.639M Shares 18,787 Est. Cost Unrealized
ETHW BITWISE ETHEREUM ETF 0.1%
Value $2.048M Shares 136,512 Est. Cost Unrealized
ERIE ERIE INDTY CO 0.1%
Value $2.017M Shares 8,025 Est. Cost Unrealized
CAIE CALAMOS ETF TR 0.0%
Value $1.095M Shares 43,545 Est. Cost Unrealized
CACI CACI INTL INC 0.0%
Value $789K Shares 1,450 Est. Cost Unrealized
GLDM WORLD GOLD TR 0.0%
Value $767K Shares 8,275 Est. Cost Unrealized
SANM SANMINA CORP 0.0%
Value $745K Shares 5,743 Est. Cost Unrealized
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value $649K Shares 11,480 Est. Cost Unrealized
AMCR AMCOR PLC 0.0%
Value $644K Shares 16,211 Est. Cost Unrealized
FXH FIRST TR EXCHANGE-TRADED FD 0.0%
Value $626K Shares 5,704 Est. Cost Unrealized
HERD PACER FDS TR 0.0%
Value $597K Shares 13,042 Est. Cost Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value $591K Shares 24,365 Est. Cost Unrealized
MSM MSC INDL DIRECT INC 0.0%
Value $573K Shares 6,210 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value $543K Shares 3,010 Est. Cost Unrealized
LKQ LKQ CORP 0.0%
Value $515K Shares 17,527 Est. Cost Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value $464K Shares 18,639 Est. Cost Unrealized
IBTQ ISHARES TR 0.0%
Value $453K Shares 17,910 Est. Cost Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value $442K Shares 2,022 Est. Cost Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $438K Shares 10,979 Est. Cost Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $384K Shares 17,104 Est. Cost Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $383K Shares 7,522 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $377K Shares 4,180 Est. Cost Unrealized
PPH VANECK ETF TRUST 0.0%
Value $368K Shares 3,540 Est. Cost Unrealized
EVRG EVERGY INC 0.0%
Value $362K Shares 4,417 Est. Cost Unrealized
AAUA EA SERIES TRUST 0.0%
Value $332K Shares 6,776 Est. Cost Unrealized
DEM WISDOMTREE TR 0.0%
Value $329K Shares 6,625 Est. Cost Unrealized
ILF ISHARES TR 0.0%
Value $328K Shares 9,233 Est. Cost Unrealized
RBIL RBB FD INC 0.0%
Value $327K Shares 6,532 Est. Cost Unrealized
ICLR ICON PLC 0.0%
Value $314K Shares 2,841 Est. Cost Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value $308K Shares 3,845 Est. Cost Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value $306K Shares 4,204 Est. Cost Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $300K Shares 5,971 Est. Cost Unrealized
NVT NVENT ELEC PLC 0.0%
Value $298K Shares 2,522 Est. Cost Unrealized
USFD US FOODS HLDG CORP 0.0%
Value $293K Shares 3,179 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $293K Shares 4,729 Est. Cost Unrealized
CAIQ CALAMOS ETF TR 0.0%
Value $292K Shares 12,251 Est. Cost Unrealized
OC OWENS CORNING NEW 0.0%
Value $289K Shares 2,669 Est. Cost Unrealized
CMC COMMERCIAL METALS CO 0.0%
Value $281K Shares 4,580 Est. Cost Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $277K Shares 4,309 Est. Cost Unrealized
DTCR GLOBAL X FDS 0.0%
Value $268K Shares 11,195 Est. Cost Unrealized
GDMN WISDOMTREE TR 0.0%
Value $263K Shares 2,598 Est. Cost Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $263K Shares 2,065 Est. Cost Unrealized
AM ANTERO MIDSTREAM CORP 0.0%
Value $262K Shares 11,487 Est. Cost Unrealized
QRMI GLOBAL X FDS 0.0%
Value $262K Shares 17,395 Est. Cost Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value $261K Shares 2,767 Est. Cost Unrealized
CRWV COREWEAVE INC 0.0%
Value $256K Shares 3,308 Est. Cost Unrealized
ALG ALAMO GROUP INC 0.0%
Value $255K Shares 1,543 Est. Cost Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $254K Shares 8,060 Est. Cost Unrealized
GFI GOLD FIELDS LTD 0.0%
Value $248K Shares 5,465 Est. Cost Unrealized
AROC ARCHROCK INC 0.0%
Value $247K Shares 7,088 Est. Cost Unrealized
XENE XENON PHARMACEUTICALS INC 0.0%
Value $246K Shares 4,223 Est. Cost Unrealized
JBL JABIL INC 0.0%
Value $245K Shares 924 Est. Cost Unrealized
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value $245K Shares 1,470 Est. Cost Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $240K Shares 2,667 Est. Cost Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value $240K Shares 6,941 Est. Cost Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $236K Shares 730 Est. Cost Unrealized
IBCA ISHARES TR 0.0%
Value $235K Shares 9,152 Est. Cost Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $234K Shares 7,659 Est. Cost Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value $234K Shares 2,466 Est. Cost Unrealized
XSOE WISDOMTREE TR 0.0%
Value $234K Shares 5,836 Est. Cost Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $233K Shares 3,311 Est. Cost Unrealized
KB KB FINL GROUP INC 0.0%
Value $233K Shares 2,311 Est. Cost Unrealized
TERN TERNS PHARMACEUTICALS INC 0.0%
Value $233K Shares 4,411 Est. Cost Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value $232K Shares 3,028 Est. Cost Unrealized
ADC AGREE RLTY CORP 0.0%
Value $230K Shares 3,035 Est. Cost Unrealized
DHDG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $229K Shares 6,800 Est. Cost Unrealized
TRN TRINITY INDS INC 0.0%
Value $226K Shares 7,022 Est. Cost Unrealized
CHH CHOICE HOTELS INTL INC 0.0%
Value $224K Shares 2,167 Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $222K Shares 3,705 Est. Cost Unrealized
IWY ISHARES TR 0.0%
Value $222K Shares 891 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $221K Shares 3,390 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $220K Shares 4,368 Est. Cost Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $220K Shares 3,600 Est. Cost Unrealized
AEE AMEREN CORP 0.0%
Value $217K Shares 1,978 Est. Cost Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $217K Shares 9,732 Est. Cost Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value $214K Shares 2,523 Est. Cost Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value $213K Shares 2,629 Est. Cost Unrealized
SUI SUN CMNTYS INC 0.0%
Value $211K Shares 1,662 Est. Cost Unrealized
APTV APTIV PLC 0.0%
Value $211K Shares 3,040 Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $211K Shares 2,629 Est. Cost Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value $210K Shares 3,642 Est. Cost Unrealized
VTR VENTAS INC 0.0%
Value $207K Shares 2,520 Est. Cost Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $204K Shares 1,457 Est. Cost Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $204K Shares 176 Est. Cost Unrealized
AVNT AVIENT CORPORATION 0.0%
Value $204K Shares 5,572 Est. Cost Unrealized
USO UNITED STS OIL FD LP 0.0%
Value $204K Shares 1,600 Est. Cost Unrealized
IXP ISHARES TR 0.0%
Value $203K Shares 1,764 Est. Cost Unrealized
COGT COGENT BIOSCIENCES INC 0.0%
Value $202K Shares 5,252 Est. Cost Unrealized
BAX BAXTER INTL INC 0.0%
Value $180K Shares 10,700 Est. Cost Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $147K Shares 13,524 Est. Cost Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value $133K Shares 17,453 Est. Cost Unrealized
SCO PROSHARES TR II 0.0%
Value $125K Shares 15,000 Est. Cost Unrealized
POET POET TECHNOLOGIES INC 0.0%
Value $69,635 Shares 11,723 Est. Cost Unrealized
APPS DIGITAL TURBINE INC 0.0%
Value $57,600 Shares 20,000 Est. Cost Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value $39,654 Shares 10,651 Est. Cost Unrealized
HNST HONEST CO INC 0.0%
Value $33,307 Shares 11,329 Est. Cost Unrealized
WIT WIPRO LTD 0.0%
Value $29,099 Shares 13,726 Est. Cost Unrealized
EVGO EVGO INC 0.0%
Value $20,738 Shares 12,057 Est. Cost Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value $13,945 Shares 14,230 Est. Cost Unrealized

Increased Positions (514)

BND VANGUARD BD INDEX FDS 1.1%
Value $42.82M (+199.2%) Shares 581,483 (+201.0%) Est. Cost Unrealized
MSFT MICROSOFT CORP 2.3%
Value $85.58M (-21.8%) Shares 231,194 (+2.1%) Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $26.18M (+42.6%) Shares 154,332 (+1.1%) Est. Cost Unrealized
AVGO BROADCOM INC 1.4%
Value $53.66M (-8.7%) Shares 173,384 (+2.1%) Est. Cost Unrealized
IVV ISHARES TR 1.7%
Value $62.29M (+8.2%) Shares 95,364 (+13.5%) Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.4%
Value $15M (+45.4%) Shares 72,513 (+7.1%) Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value $8.21M (+129.3%) Shares 32,764 (+48.3%) Est. Cost Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.3%
Value $48.3M (-7.7%) Shares 440,360 (+2.5%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.4%
Value $13.62M (+37.9%) Shares 141,625 (+34.5%) Est. Cost Unrealized
EMXC ISHARES INC 0.3%
Value $10.84M (+52.7%) Shares 137,858 (+41.0%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value $23.85M (-13.1%) Shares 88,155 (+6.1%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value $52.41M (-5.6%) Shares 178,173 (+3.4%) Est. Cost Unrealized
AGX ARGAN INC 0.1%
Value $3.466M (+815.6%) Shares 6,363 (+426.7%) Est. Cost Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value $8.114M (+53.6%) Shares 156,258 (+56.1%) Est. Cost Unrealized
MCK MCKESSON CORP 0.1%
Value $4.07M (+213.3%) Shares 4,699 (+197.0%) Est. Cost Unrealized
AMGN AMGEN INC 0.5%
Value $17.77M (+17.8%) Shares 50,498 (+9.6%) Est. Cost Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value $2.901M (+786.5%) Shares 3,985 (+573.1%) Est. Cost Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.4%
Value $13.28M (+22.7%) Shares 81,165 (+14.8%) Est. Cost Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.2%
Value $6.097M (+67.0%) Shares 120,014 (+45.8%) Est. Cost Unrealized
IVE ISHARES TR 0.4%
Value $15.84M (+18.2%) Shares 74,997 (+18.7%) Est. Cost Unrealized
PEP PEPSICO INC 0.4%
Value $13.94M (+20.8%) Shares 89,785 (+12.7%) Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $3.112M (+248.7%) Shares 12,596 (+129.8%) Est. Cost Unrealized
AME AMETEK INC 0.1%
Value $2.473M (+731.7%) Shares 11,535 (+696.6%) Est. Cost Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value $4.728M (+78.4%) Shares 34,185 (+82.0%) Est. Cost Unrealized
GOOGL ALPHABET INC 1.0%
Value $36.12M (-5.1%) Shares 125,625 (+3.3%) Est. Cost Unrealized
SFLR INNOVATOR ETFS TRUST 0.2%
Value $7.408M (+34.1%) Shares 209,196 (+39.6%) Est. Cost Unrealized
XAR SPDR SERIES TRUST 0.1%
Value $3.476M (+114.7%) Shares 13,685 (+103.9%) Est. Cost Unrealized
QFLR INNOVATOR ETFS TRUST 0.2%
Value $6.401M (+40.7%) Shares 192,232 (+44.8%) Est. Cost Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value $2.492M (+288.8%) Shares 73,253 (+183.1%) Est. Cost Unrealized
ETN EATON CORP PLC 0.4%
Value $14.19M (+14.6%) Shares 39,681 (+2.0%) Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $5.383M (+49.5%) Shares 87,864 (+9.1%) Est. Cost Unrealized
SOXX ISHARES TR 0.1%
Value $2.688M (+172.0%) Shares 8,180 (+149.3%) Est. Cost Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.1%
Value $5.129M (+48.9%) Shares 244,724 (+50.8%) Est. Cost Unrealized
IWD ISHARES TR 0.3%
Value $10.25M (+19.2%) Shares 47,965 (+17.4%) Est. Cost Unrealized
ONEQ FIDELITY COMWLTH TR 0.2%
Value $6.589M (+31.2%) Shares 77,604 (+41.2%) Est. Cost Unrealized
GEV GE VERNOVA INC 0.1%
Value $3.678M (+71.9%) Shares 4,211 (+28.6%) Est. Cost Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $5.371M (+39.8%) Shares 159,034 (+41.9%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.2%
Value $8.585M (+21.3%) Shares 87,265 (+22.3%) Est. Cost Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $5.557M (+35.3%) Shares 163,230 (+40.5%) Est. Cost Unrealized
CAT CATERPILLAR INC 0.2%
Value $6.775M (+27.1%) Shares 9,563 (+2.8%) Est. Cost Unrealized
MTUM ISHARES TR 0.2%
Value $6.367M (+29.2%) Shares 26,529 (+34.7%) Est. Cost Unrealized
V VISA INC 0.7%
Value $24.82M (-5.4%) Shares 82,120 (+9.8%) Est. Cost Unrealized
NVS NOVARTIS AG 0.1%
Value $3.071M (+80.3%) Shares 20,107 (+62.7%) Est. Cost Unrealized
MDT MEDTRONIC PLC 0.2%
Value $7.058M (+23.9%) Shares 80,795 (+37.3%) Est. Cost Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value $2.335M (+126.7%) Shares 39,375 (+119.6%) Est. Cost Unrealized
IEMG ISHARES INC 0.4%
Value $13.88M (+10.3%) Shares 198,945 (+6.3%) Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $7.507M (+20.4%) Shares 198,382 (+2.0%) Est. Cost Unrealized
TGT TARGET CORP 0.2%
Value $5.792M (+28.0%) Shares 47,791 (+3.2%) Est. Cost Unrealized
CRM SALESFORCE INC 0.2%
Value $6.321M (-16.7%) Shares 33,860 (+18.5%) Est. Cost Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value $2.03M (+134.3%) Shares 18,320 (+108.0%) Est. Cost Unrealized
KBR KBR INC 0.0%
Value $1.519M (+251.5%) Shares 41,063 (+283.7%) Est. Cost Unrealized
LAD LITHIA MTRS INC 0.1%
Value $4.847M (-18.2%) Shares 19,408 (+8.9%) Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $3.929M (+36.1%) Shares 26,191 (+25.2%) Est. Cost Unrealized
PFE PFIZER INC 0.1%
Value $3.575M (+40.6%) Shares 127,299 (+24.7%) Est. Cost Unrealized
SPDW SPDR INDEX SHS FDS 0.6%
Value $20.93M (+5.2%) Shares 458,502 (+2.3%) Est. Cost Unrealized
BOXX EA SERIES TRUST 0.0%
Value $1.759M (+135.3%) Shares 15,127 (+132.9%) Est. Cost Unrealized
ACWX ISHARES TR 0.0%
Value $1.248M (+416.2%) Shares 18,221 (+406.1%) Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $4.582M (+28.1%) Shares 159,600 (+33.4%) Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $4.374M (+28.8%) Shares 33,402 (+15.3%) Est. Cost Unrealized
FDX FEDEX CORP 0.1%
Value $2.849M (+51.8%) Shares 7,965 (+23.3%) Est. Cost Unrealized
KVUE KENVUE INC 0.1%
Value $3.795M (+34.3%) Shares 220,143 (+34.4%) Est. Cost Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value $3.924M (+32.5%) Shares 221,071 (+36.0%) Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $4.481M (+27.0%) Shares 10,296 (+12.2%) Est. Cost Unrealized
SHLD GLOBAL X FDS 0.0%
Value $1.758M (+107.7%) Shares 24,811 (+90.6%) Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value $2.803M (+47.6%) Shares 21,236 (+4.6%) Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $1.846M (+90.9%) Shares 61,296 (+97.8%) Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $6.136M (+16.7%) Shares 31,973 (+16.5%) Est. Cost Unrealized
TTE TOTALENERGIES SE 0.1%
Value $2.116M (+70.8%) Shares 22,756 (+20.4%) Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $3.36M (+32.1%) Shares 11,700 (+33.5%) Est. Cost Unrealized
KORP AMERICAN CENTY ETF TR 0.3%
Value $10.36M (+8.4%) Shares 222,330 (+9.9%) Est. Cost Unrealized
PWR QUANTA SVCS INC 0.1%
Value $2.774M (+40.2%) Shares 5,053 (+7.8%) Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $6.691M (+13.3%) Shares 40,115 (+10.0%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.7%
Value $27.82M (-2.7%) Shares 42,661 (+2.0%) Est. Cost Unrealized
DIVO AMPLIFY ETF TR 0.2%
Value $7.373M (+11.4%) Shares 164,390 (+10.6%) Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $3.301M (+28.5%) Shares 15,432 (+3.0%) Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $786K (+947.1%) Shares 156,268 (+1003.3%) Est. Cost Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value $1.211M (+141.2%) Shares 32,436 (+109.9%) Est. Cost Unrealized
IDV ISHARES TR 0.1%
Value $4.6M (+17.7%) Shares 108,088 (+9.1%) Est. Cost Unrealized
MLPX GLOBAL X FDS 0.1%
Value $2.54M (+37.2%) Shares 34,347 (+12.5%) Est. Cost Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.891M (+16.3%) Shares 103,896 (+17.4%) Est. Cost Unrealized
MPC MARATHON PETE CORP 0.1%
Value $1.929M (+52.9%) Shares 7,900 (+1.8%) Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $7.609M (+9.6%) Shares 165,805 (+2.0%) Est. Cost Unrealized
DIS DISNEY WALT CO 0.1%
Value $4.315M (-12.8%) Shares 44,771 (+3.6%) Est. Cost Unrealized
IDVO AMPLIFY ETF TR 0.0%
Value $1.325M (+85.6%) Shares 32,743 (+75.9%) Est. Cost Unrealized
BAC BANK AMERICA CORP 0.2%
Value $5.653M (-9.7%) Shares 115,964 (+1.8%) Est. Cost Unrealized
PAVE GLOBAL X FDS 0.2%
Value $5.764M (+11.8%) Shares 113,448 (+5.9%) Est. Cost Unrealized
ITA ISHARES TR 0.1%
Value $5.487M (+12.4%) Shares 25,082 (+10.3%) Est. Cost Unrealized
SGOV ISHARES TR 0.0%
Value $1.567M (+60.6%) Shares 15,564 (+60.2%) Est. Cost Unrealized
PLD PROLOGIS INC. 0.2%
Value $5.862M (+11.2%) Shares 44,346 (+7.4%) Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $1.462M (+66.6%) Shares 31,507 (+44.1%) Est. Cost Unrealized
UNP UNION PAC CORP 0.2%
Value $7.136M (+8.8%) Shares 29,412 (+3.8%) Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value $13.9M (+4.2%) Shares 216,955 (+1.6%) Est. Cost Unrealized
PVAL PUTNAM ETF TRUST 0.4%
Value $16.24M (+3.6%) Shares 350,034 (+1.7%) Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value $7.777M (+7.8%) Shares 45,066 (+10.7%) Est. Cost Unrealized
OKE ONEOK INC NEW 0.1%
Value $2.381M (+30.6%) Shares 26,337 (+6.2%) Est. Cost Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value $3.817M (+17.0%) Shares 87,433 (+1.5%) Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $1.276M (+75.1%) Shares 7,776 (+34.3%) Est. Cost Unrealized
COPX GLOBAL X FDS 0.0%
Value $1.853M (+41.3%) Shares 24,271 (+35.9%) Est. Cost Unrealized
EOG EOG RES INC 0.0%
Value $1.798M (+42.4%) Shares 12,439 (+3.5%) Est. Cost Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $5.302M (+11.1%) Shares 57,408 (+3.6%) Est. Cost Unrealized
LIN LINDE PLC 0.1%
Value $3.542M (+17.6%) Shares 7,144 (+1.1%) Est. Cost Unrealized
ALLE ALLEGION PLC 0.2%
Value $6.541M (-7.3%) Shares 45,022 (+1.6%) Est. Cost Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.2%
Value $9.048M (+5.9%) Shares 394,242 (+8.9%) Est. Cost Unrealized
OIH VANECK ETF TRUST 0.0%
Value $732K (+215.8%) Shares 1,811 (+122.5%) Est. Cost Unrealized
PYLD PIMCO ETF TR 0.0%
Value $891K (+123.7%) Shares 34,009 (+128.9%) Est. Cost Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.2%
Value $7.041M (+7.5%) Shares 92,627 (+1.8%) Est. Cost Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value $6.574M (+8.1%) Shares 131,988 (+8.5%) Est. Cost Unrealized
TRGP TARGA RES CORP 0.0%
Value $1.268M (+60.6%) Shares 5,057 (+18.2%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $2.194M (+27.1%) Shares 37,322 (+9.8%) Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $4.477M (+11.6%) Shares 27,681 (+7.0%) Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $32.99M (-1.4%) Shares 57,163 (+5.0%) Est. Cost Unrealized
SHM SPDR SERIES TRUST 0.0%
Value $1.033M (+80.0%) Shares 21,601 (+80.6%) Est. Cost Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $708K (+177.5%) Shares 7,513 (+165.0%) Est. Cost Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value $5.443M (+8.8%) Shares 58,117 (+12.5%) Est. Cost Unrealized
ENTG ENTEGRIS INC 0.0%
Value $1.296M (+51.1%) Shares 11,058 (+8.6%) Est. Cost Unrealized
XPO XPO INC 0.0%
Value $695K (+170.3%) Shares 3,572 (+88.8%) Est. Cost Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.3%
Value $9.638M (+4.8%) Shares 483,811 (+9.5%) Est. Cost Unrealized
MLI MUELLER INDS INC 0.0%
Value $1.045M (+71.4%) Shares 9,430 (+77.6%) Est. Cost Unrealized
ENB ENBRIDGE INC 0.1%
Value $2.18M (+24.2%) Shares 40,316 (+10.0%) Est. Cost Unrealized
VICI VICI PPTYS INC 0.0%
Value $1.073M (+65.0%) Shares 38,643 (+69.8%) Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $1.658M (+33.9%) Shares 37,578 (+12.0%) Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $2.832M (+17.1%) Shares 20,323 (+3.1%) Est. Cost Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value $1.241M (+49.6%) Shares 37,085 (+49.9%) Est. Cost Unrealized
WAB WABTEC 0.1%
Value $2.461M (+19.9%) Shares 9,849 (+2.4%) Est. Cost Unrealized
ALAB ASTERA LABS INC 0.0%
Value $1.362M (+42.5%) Shares 12,423 (+116.4%) Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $3.042M (+15.2%) Shares 10,598 (+15.9%) Est. Cost Unrealized
IRM IRON MTN INC DEL 0.0%
Value $1.631M (+32.2%) Shares 15,834 (+7.5%) Est. Cost Unrealized
IJR ISHARES TR 0.2%
Value $6.523M (+6.4%) Shares 52,472 (+2.9%) Est. Cost Unrealized
NLR VANECK ETF TRUST 0.1%
Value $3.132M (+14.3%) Shares 23,519 (+6.6%) Est. Cost Unrealized
DVY ISHARES TR 0.1%
Value $3.627M (+11.9%) Shares 23,954 (+4.3%) Est. Cost Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $1.57M (+32.0%) Shares 81,355 (+12.8%) Est. Cost Unrealized
IUSB ISHARES TR 0.2%
Value $6.591M (+6.1%) Shares 142,691 (+6.9%) Est. Cost Unrealized
ATR APTARGROUP INC 0.2%
Value $6.371M (+6.3%) Shares 50,559 (+2.8%) Est. Cost Unrealized
BANK AMERICA CORP 0.1%
Value $2.343M (+19.1%) Shares 1,966 (+26.9%) Est. Cost Unrealized
CSCO CISCO SYS INC 0.3%
Value $9.442M (+4.1%) Shares 121,693 (+3.3%) Est. Cost Unrealized
SPTM SPDR SERIES TRUST 0.4%
Value $14.89M (-2.4%) Shares 188,302 (+1.8%) Est. Cost Unrealized
MAYT AIM ETF PRODUCTS TRUST 0.0%
Value $837K (+77.1%) Shares 22,624 (+76.8%) Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $2.789M (+15.0%) Shares 14,364 (+2.8%) Est. Cost Unrealized
FE FIRSTENERGY CORP 0.0%
Value $1.137M (+46.6%) Shares 22,438 (+29.5%) Est. Cost Unrealized
AFSM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.649M (+27.8%) Shares 50,189 (+27.9%) Est. Cost Unrealized
IAGG ISHARES TR 0.1%
Value $2.462M (+16.7%) Shares 49,207 (+16.6%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $26.08M (-1.3%) Shares 54,414 (+3.5%) Est. Cost Unrealized
FEGE RBB FUND TRUST 0.0%
Value $734K (+90.7%) Shares 15,609 (+86.8%) Est. Cost Unrealized
XBIL RBB FD INC 0.0%
Value $760K (+84.9%) Shares 15,185 (+85.1%) Est. Cost Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $1.16M (+41.7%) Shares 1,703 (+14.7%) Est. Cost Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.757M (+7.7%) Shares 101,139 (+5.5%) Est. Cost Unrealized
FEBT AIM ETF PRODUCTS TRUST 0.0%
Value $996K (+50.2%) Shares 26,588 (+52.8%) Est. Cost Unrealized
WELL WELLTOWER INC 0.1%
Value $2.202M (+17.8%) Shares 11,137 (+10.6%) Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $1.31M (+33.6%) Shares 6,684 (+25.5%) Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $1.208M (+37.2%) Shares 10,438 (+24.9%) Est. Cost Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $595K (+122.2%) Shares 1,657 (+158.1%) Est. Cost Unrealized
IJH ISHARES TR 0.2%
Value $8.726M (+3.8%) Shares 129,224 (+1.5%) Est. Cost Unrealized
MDB MONGODB INC 0.0%
Value $610K (-34.3%) Shares 2,493 (+12.7%) Est. Cost Unrealized
AGG ISHARES TR 0.1%
Value $4.521M (+7.6%) Shares 45,545 (+8.2%) Est. Cost Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $986K (+47.6%) Shares 3,473 (+1.1%) Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $1.529M (+24.8%) Shares 4,429 (+6.2%) Est. Cost Unrealized
FRDM EA SERIES TRUST 0.0%
Value $570K (+111.9%) Shares 10,425 (+98.8%) Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value $2.151M (+16.1%) Shares 43,056 (+5.4%) Est. Cost Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value $1.418M (+26.7%) Shares 32,964 (+30.9%) Est. Cost Unrealized
SCIO FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.402M (+7.1%) Shares 213,296 (+8.0%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $1.004M (+40.8%) Shares 26,143 (+82.0%) Est. Cost Unrealized
THRO BLACKROCK ETF TRUST 0.1%
Value $5.391M (-5.1%) Shares 148,850 (+1.1%) Est. Cost Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value $6.371M (+4.7%) Shares 130,802 (+5.7%) Est. Cost Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $785K (+57.4%) Shares 3,322 (+67.4%) Est. Cost Unrealized
GRMN GARMIN LTD 0.0%
Value $717K (+66.1%) Shares 3,090 (+45.2%) Est. Cost Unrealized
MTZ MASTEC INC 0.0%
Value $660K (+75.6%) Shares 2,050 (+18.6%) Est. Cost Unrealized
EWJ ISHARES INC 0.0%
Value $1.137M (+32.5%) Shares 13,465 (+26.7%) Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value $646K (+74.4%) Shares 12,722 (+1.2%) Est. Cost Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $3.155M (+9.5%) Shares 81,790 (+11.0%) Est. Cost Unrealized
BDEC INNOVATOR ETFS TRUST 0.0%
Value $1.641M (+19.9%) Shares 34,179 (+23.8%) Est. Cost Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $745K (+57.7%) Shares 540 (+6.7%) Est. Cost Unrealized
RIO RIO TINTO PLC 0.0%
Value $1.448M (+23.0%) Shares 15,105 (+2.7%) Est. Cost Unrealized
SLB SLB LIMITED 0.0%
Value $783K (+52.0%) Shares 15,146 (+14.2%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1.766M (-13.2%) Shares 14,075 (+1.5%) Est. Cost Unrealized
SPIB SPDR SERIES TRUST 0.2%
Value $7.552M (+3.5%) Shares 225,177 (+4.3%) Est. Cost Unrealized
EFA ISHARES TR 0.2%
Value $5.953M (+4.4%) Shares 61,291 (+3.3%) Est. Cost Unrealized
VB VANGUARD INDEX FDS 0.2%
Value $6.804M (+3.9%) Shares 25,976 (+2.3%) Est. Cost Unrealized
GNTX GENTEX CORP 0.2%
Value $5.787M (-4.0%) Shares 264,859 (+2.2%) Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $1.29M (+23.1%) Shares 4,441 (+4.7%) Est. Cost Unrealized
D DOMINION ENERGY INC 0.0%
Value $1.604M (+17.6%) Shares 25,950 (+11.5%) Est. Cost Unrealized
TRP TC ENERGY CORP 0.0%
Value $794K (+43.1%) Shares 12,586 (+26.5%) Est. Cost Unrealized
HUBB HUBBELL INC 0.1%
Value $1.992M (+13.6%) Shares 4,059 (+2.8%) Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $1.314M (+22.0%) Shares 1,200 (+1.2%) Est. Cost Unrealized
PPL PPL CORP 0.0%
Value $1.284M (+22.5%) Shares 33,376 (+12.3%) Est. Cost Unrealized
RKT ROCKET COS INC 0.0%
Value $989K (-19.1%) Shares 69,422 (+9.9%) Est. Cost Unrealized
GIS GENERAL MILLS INC 0.1%
Value $3.266M (+7.7%) Shares 87,752 (+34.6%) Est. Cost Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value $4.84M (+5.0%) Shares 22,097 (+1.6%) Est. Cost Unrealized
SNY SANOFI SA 0.0%
Value $1.164M (+24.9%) Shares 24,160 (+25.6%) Est. Cost Unrealized
CCJ CAMECO CORP 0.0%
Value $622K (+57.7%) Shares 5,728 (+32.8%) Est. Cost Unrealized
CRH CRH PLC 0.0%
Value $630K (+56.4%) Shares 5,978 (+85.2%) Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $746K (+43.5%) Shares 3,581 (+44.0%) Est. Cost Unrealized
DOW DOW HLDGS INC 0.0%
Value $472K (+91.1%) Shares 11,322 (+7.3%) Est. Cost Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $3.77M (+6.3%) Shares 147,689 (+4.1%) Est. Cost Unrealized
DTH WISDOMTREE TR 0.1%
Value $3.928M (+6.0%) Shares 72,621 (+1.1%) Est. Cost Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $1.039M (+26.9%) Shares 8,873 (+6.2%) Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $665K (+48.7%) Shares 7,134 (+52.2%) Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $674K (+47.8%) Shares 3,319 (+23.4%) Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $1.037M (+26.0%) Shares 1,404 (+4.4%) Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $575K (+59.1%) Shares 2,907 (+20.9%) Est. Cost Unrealized
KWEB KRANESHARES TRUST 0.1%
Value $3.466M (-5.8%) Shares 121,913 (+12.9%) Est. Cost Unrealized
CMI CUMMINS INC 0.1%
Value $1.921M (+12.4%) Shares 3,570 (+6.6%) Est. Cost Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.409M (+17.4%) Shares 16,674 (+28.9%) Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $1.751M (-10.7%) Shares 8,834 (+2.6%) Est. Cost Unrealized
IBDU ISHARES TR 0.1%
Value $5.099M (+4.3%) Shares 219,212 (+4.9%) Est. Cost Unrealized
GTLB GITLAB INC 0.0%
Value $326K (-38.9%) Shares 15,059 (+5.9%) Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value $6.752M (-3.0%) Shares 21,047 (+1.4%) Est. Cost Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $7.052M (+3.0%) Shares 91,374 (+3.9%) Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value $6.761M (+3.1%) Shares 32,493 (+3.4%) Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $731K (+38.2%) Shares 9,481 (+35.2%) Est. Cost Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value $22.03M (-0.9%) Shares 102,428 (+1.3%) Est. Cost Unrealized
IXN ISHARES TR 0.1%
Value $2.354M (+9.3%) Shares 23,547 (+14.8%) Est. Cost Unrealized
EEM ISHARES TR 0.0%
Value $594K (+50.9%) Shares 10,457 (+45.4%) Est. Cost Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value $4.205M (+4.9%) Shares 75,969 (+5.8%) Est. Cost Unrealized
IBHI ISHARES TR 0.0%
Value $422K (+87.7%) Shares 18,116 (+90.5%) Est. Cost Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value $767K (+34.5%) Shares 8,270 (+6.7%) Est. Cost Unrealized
DTE DTE ENERGY CO 0.0%
Value $428K (+84.3%) Shares 2,902 (+62.7%) Est. Cost Unrealized
GRNY TIDAL TRUST I 0.2%
Value $5.827M (+3.5%) Shares 244,113 (+7.3%) Est. Cost Unrealized
EQIX EQUINIX INC 0.0%
Value $755K (+34.4%) Shares 770 (+5.0%) Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $1.07M (+21.9%) Shares 4,643 (+8.4%) Est. Cost Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $962K (+24.9%) Shares 54,005 (+22.7%) Est. Cost Unrealized
PEGA PEGASYSTEMS INC 0.0%
Value $696K (+38.0%) Shares 16,351 (+93.6%) Est. Cost Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value $824K (+30.3%) Shares 16,650 (+39.2%) Est. Cost Unrealized
HAL HALLIBURTON CO 0.0%
Value $591K (+46.8%) Shares 15,167 (+6.4%) Est. Cost Unrealized
PJAN INNOVATOR ETFS TRUST 0.0%
Value $587K (+46.8%) Shares 12,717 (+49.7%) Est. Cost Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value $2.447M (-7.1%) Shares 84,009 (+4.1%) Est. Cost Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value $2.835M (+7.0%) Shares 37,940 (+8.6%) Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value $1.834M (-9.1%) Shares 27,133 (+3.4%) Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $1.107M (+19.9%) Shares 5,937 (+19.0%) Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $946K (+23.8%) Shares 8,735 (+14.2%) Est. Cost Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value $877K (+26.0%) Shares 19,635 (+24.3%) Est. Cost Unrealized
IBDW ISHARES TR 0.2%
Value $7.967M (+2.3%) Shares 380,644 (+3.4%) Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value $3.048M (-5.5%) Shares 18,522 (+1.9%) Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $608K (+41.4%) Shares 5,416 (+16.4%) Est. Cost Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $934K (+23.6%) Shares 17,506 (+27.6%) Est. Cost Unrealized
DASH DOORDASH INC 0.0%
Value $414K (-30.1%) Shares 2,757 (+5.5%) Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC 0.1%
Value $2.147M (+9.0%) Shares 9,170 (+3.7%) Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $1.315M (+15.6%) Shares 14,245 (+14.2%) Est. Cost Unrealized
OPLN OPENLANE INC 0.0%
Value $861K (+25.9%) Shares 29,544 (+28.6%) Est. Cost Unrealized
KVYO KLAVIYO INC 0.0%
Value $399K (-30.4%) Shares 20,497 (+16.1%) Est. Cost Unrealized
IBB ISHARES TR 0.0%
Value $1.172M (+17.4%) Shares 6,939 (+17.4%) Est. Cost Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value $590K (+41.7%) Shares 16,383 (+40.1%) Est. Cost Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value $685K (+33.8%) Shares 4,149 (+48.4%) Est. Cost Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $1.128M (+17.8%) Shares 42,496 (+24.3%) Est. Cost Unrealized
IYW ISHARES TR 0.1%
Value $3.331M (-4.9%) Shares 18,359 (+4.7%) Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $1.314M (-11.4%) Shares 5,487 (+9.5%) Est. Cost Unrealized
FROG JFROG LTD 0.0%
Value $680K (-19.6%) Shares 14,497 (+7.0%) Est. Cost Unrealized
SE SEA LTD 0.1%
Value $2.163M (-7.1%) Shares 26,117 (+43.1%) Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $1.391M (-10.3%) Shares 26,121 (+8.0%) Est. Cost Unrealized
RWR SPDR SERIES TRUST 0.0%
Value $1.55M (+11.5%) Shares 15,349 (+8.5%) Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $1.611M (+11.0%) Shares 20,493 (+4.3%) Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $1.097M (-12.6%) Shares 4,001 (+3.1%) Est. Cost Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $554K (+39.8%) Shares 8,508 (+39.1%) Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $1.08M (+17.0%) Shares 11,051 (+22.4%) Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $771K (-16.8%) Shares 183 (+5.8%) Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $1.151M (-11.9%) Shares 12,444 (+21.5%) Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $1.502M (-9.3%) Shares 9,551 (+12.0%) Est. Cost Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value $1.337M (+13.0%) Shares 32,298 (+4.6%) Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $409K (+60.3%) Shares 1,888 (+33.3%) Est. Cost Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $523K (+41.1%) Shares 13,717 (+43.4%) Est. Cost Unrealized
IYH ISHARES TR 0.0%
Value $547K (+38.3%) Shares 8,882 (+46.1%) Est. Cost Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value $505K (+42.2%) Shares 10,936 (+31.0%) Est. Cost Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value $3.332M (+4.7%) Shares 71,020 (+4.5%) Est. Cost Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $2.205M (+7.2%) Shares 27,819 (+7.8%) Est. Cost Unrealized
MGV VANGUARD WORLD FD 0.1%
Value $2.201M (+7.2%) Shares 15,187 (+4.4%) Est. Cost Unrealized
QLYS QUALYS INC 0.0%
Value $303K (-32.7%) Shares 3,446 (+1.8%) Est. Cost Unrealized
PBR PETROLEO BRASILEIRO S A 0.0%
Value $307K (+89.8%) Shares 14,810 (+8.8%) Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.2%
Value $6.308M (+2.3%) Shares 82,890 (+9.7%) Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value $2.213M (+6.8%) Shares 2,864 (+6.7%) Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $471K (+41.7%) Shares 4,537 (+14.3%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $3.299M (+4.4%) Shares 9,613 (+2.4%) Est. Cost Unrealized
LQD ISHARES TR 0.0%
Value $958K (+16.3%) Shares 8,794 (+17.6%) Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $613K (+27.6%) Shares 7,196 (+18.3%) Est. Cost Unrealized
FEOE RBB FUND TRUST 0.0%
Value $1.012M (+14.9%) Shares 20,056 (+10.1%) Est. Cost Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.0%
Value $539K (+31.9%) Shares 10,509 (+32.2%) Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $1.269M (+11.4%) Shares 9,664 (+1.9%) Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $574K (+29.2%) Shares 36,325 (+43.1%) Est. Cost Unrealized
DGRO ISHARES TR 0.1%
Value $3.391M (+3.9%) Shares 48,316 (+2.8%) Est. Cost Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $3.639M (+3.6%) Shares 81,217 (+6.1%) Est. Cost Unrealized
MUSA MURPHY USA INC 0.0%
Value $435K (+41.2%) Shares 880 (+15.3%) Est. Cost Unrealized
GRNJ TIDAL TRUST III 0.0%
Value $749K (+20.2%) Shares 29,953 (+22.8%) Est. Cost Unrealized
HSY HERSHEY CO 0.0%
Value $515K (+31.9%) Shares 2,476 (+15.5%) Est. Cost Unrealized
TOST TOAST INC 0.0%
Value $381K (-24.4%) Shares 14,366 (+1.3%) Est. Cost Unrealized
VCR VANGUARD WORLD FD 0.1%
Value $2.044M (-5.6%) Shares 5,693 (+3.6%) Est. Cost Unrealized
IXUS ISHARES TR 0.1%
Value $2.529M (+5.0%) Shares 29,194 (+2.5%) Est. Cost Unrealized
IDEV ISHARES TR 0.1%
Value $2.754M (+4.5%) Shares 32,958 (+3.2%) Est. Cost Unrealized
EPAM EPAM SYS INC 0.0%
Value $437K (-21.3%) Shares 3,227 (+19.0%) Est. Cost Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value $1.438M (+9.0%) Shares 14,608 (+7.1%) Est. Cost Unrealized
SNPS SYNOPSYS INC 0.0%
Value $842K (-12.3%) Shares 2,123 (+3.9%) Est. Cost Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $721K (-14.0%) Shares 2,463 (+3.0%) Est. Cost Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $505K (-18.7%) Shares 25,552 (+11.5%) Est. Cost Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $5.336M (+2.2%) Shares 78,149 (+4.0%) Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $455K (+34.0%) Shares 9,933 (+17.6%) Est. Cost Unrealized
BAI BLACKROCK ETF TRUST 0.1%
Value $5.588M (+2.1%) Shares 169,580 (+3.2%) Est. Cost Unrealized
MBB ISHARES TR 0.1%
Value $2.966M (+4.0%) Shares 31,235 (+4.3%) Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $324K (-26.1%) Shares 2,493 (+22.2%) Est. Cost Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value $613K (+22.9%) Shares 4,228 (+17.3%) Est. Cost Unrealized
NGG NATIONAL GRID PLC 0.0%
Value $761K (+17.2%) Shares 8,992 (+8.6%) Est. Cost Unrealized
QLTA ISHARES TR 0.0%
Value $488K (+29.6%) Shares 10,245 (+31.0%) Est. Cost Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.671M (-4.0%) Shares 42,612 (+9.5%) Est. Cost Unrealized
IVES WEDBUSH SER TR 0.0%
Value $1.807M (-5.7%) Shares 63,697 (+5.0%) Est. Cost Unrealized
DSI ISHARES TR 0.1%
Value $2.218M (-4.7%) Shares 18,305 (+1.3%) Est. Cost Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value $1.128M (-8.8%) Shares 65,882 (+2.9%) Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $1.015M (+11.8%) Shares 3,338 (+5.6%) Est. Cost Unrealized
PLNT PLANET FITNESS MASTER ISSUER 0.0%
Value $249K (-29.6%) Shares 3,341 (+2.6%) Est. Cost Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $444K (-18.8%) Shares 5,397 (+1.4%) Est. Cost Unrealized
CWEN CLEARWAY ENERGY INC 0.0%
Value $481K (+27.1%) Shares 12,252 (+7.6%) Est. Cost Unrealized
URA GLOBAL X FDS 0.0%
Value $592K (+20.9%) Shares 12,227 (+11.9%) Est. Cost Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value $552K (+22.6%) Shares 20,119 (+25.0%) Est. Cost Unrealized
TYLD CAMBRIA ETF TR 0.0%
Value $650K (+18.0%) Shares 25,838 (+18.1%) Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $4.492M (+2.2%) Shares 22,703 (+12.7%) Est. Cost Unrealized
LIT GLOBAL X FDS 0.0%
Value $689K (+16.6%) Shares 9,272 (+2.0%) Est. Cost Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.1%
Value $3.502M (+2.9%) Shares 16,212 (+9.7%) Est. Cost Unrealized
PPG PPG INDS INC 0.0%
Value $391K (+33.3%) Shares 3,657 (+27.8%) Est. Cost Unrealized
APPF APPFOLIO INC 0.0%
Value $225K (-30.2%) Shares 1,425 (+3.0%) Est. Cost Unrealized
IBDX ISHARES TR 0.2%
Value $7.415M (+1.3%) Shares 293,424 (+2.4%) Est. Cost Unrealized
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $378K (+34.3%) Shares 11,212 (+7.8%) Est. Cost Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $677K (+16.5%) Shares 10,300 (+12.5%) Est. Cost Unrealized
TLH ISHARES TR 0.1%
Value $2.01M (+5.0%) Shares 19,959 (+6.0%) Est. Cost Unrealized
LRN STRIDE INC 0.0%
Value $302K (+45.6%) Shares 3,423 (+7.2%) Est. Cost Unrealized
VLUE ISHARES TR 0.0%
Value $380K (+32.4%) Shares 2,675 (+27.4%) Est. Cost Unrealized
SJNK SPDR SERIES TRUST 0.1%
Value $3.193M (+2.9%) Shares 127,816 (+4.3%) Est. Cost Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.123M (+8.8%) Shares 28,474 (+5.7%) Est. Cost Unrealized
DG DOLLAR GEN CORP 0.0%
Value $1.021M (-8.1%) Shares 8,602 (+2.8%) Est. Cost Unrealized
DGRW WISDOMTREE TR 0.0%
Value $291K (+44.7%) Shares 3,310 (+47.4%) Est. Cost Unrealized
RTO RENTOKIL INITIAL PLC 0.0%
Value $519K (+20.4%) Shares 16,501 (+12.7%) Est. Cost Unrealized
BALL BALL CORP 0.0%
Value $616K (+16.6%) Shares 10,421 (+4.5%) Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $596K (+17.1%) Shares 9,224 (+15.5%) Est. Cost Unrealized
EVTC EVERTEC INC 0.0%
Value $562K (+18.3%) Shares 19,920 (+21.9%) Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $343K (+34.0%) Shares 14,329 (+35.3%) Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $350K (+32.9%) Shares 1,793 (+6.7%) Est. Cost Unrealized
GOVT ISHARES TR 0.0%
Value $1.081M (+8.6%) Shares 47,202 (+9.1%) Est. Cost Unrealized
ARGX ARGENX SE 0.0%
Value $1.546M (-5.2%) Shares 2,117 (+9.1%) Est. Cost Unrealized
STT STATE STR CORP 0.0%
Value $332K (+34.6%) Shares 2,627 (+37.3%) Est. Cost Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $329K (+33.9%) Shares 20,759 (+89.7%) Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $588K (-12.4%) Shares 3,367 (+13.5%) Est. Cost Unrealized
GAA CAMBRIA ETF TR 0.0%
Value $296K (+38.8%) Shares 8,855 (+34.9%) Est. Cost Unrealized
USIG ISHARES TR 0.0%
Value $438K (+23.1%) Shares 8,542 (+24.4%) Est. Cost Unrealized
UTZ UTZ BRANDS INC 0.0%
Value $310K (-20.7%) Shares 39,083 (+4.6%) Est. Cost Unrealized
CDW CDW CORP 0.0%
Value $469K (+20.8%) Shares 3,874 (+35.9%) Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $3.566M (+2.3%) Shares 7,247 (+20.6%) Est. Cost Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value $745K (+11.7%) Shares 14,719 (+3.8%) Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $1.005M (+8.3%) Shares 5,943 (+20.4%) Est. Cost Unrealized
MMIN NEW YORK LIFE INVTS ACTIVE E 0.0%
Value $292K (+35.6%) Shares 12,261 (+36.9%) Est. Cost Unrealized
GPN GLOBAL PMTS INC 0.0%
Value $774K (-9.0%) Shares 11,499 (+4.7%) Est. Cost Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $568K (+15.5%) Shares 11,419 (+18.9%) Est. Cost Unrealized
FNF FIDELITY NATL FINL INC 0.0%
Value $557K (-11.9%) Shares 12,010 (+3.7%) Est. Cost Unrealized
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value $298K (+33.3%) Shares 7,494 (+28.3%) Est. Cost Unrealized
RBC RBC BEARINGS INC 0.0%
Value $355K (+25.1%) Shares 654 (+3.3%) Est. Cost Unrealized
PTC PTC INC 0.0%
Value $347K (-17.0%) Shares 2,433 (+1.4%) Est. Cost Unrealized
SF STIFEL FINL CORP 0.0%
Value $688K (-9.4%) Shares 9,306 (+53.5%) Est. Cost Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $308K (-18.7%) Shares 3,365 (+3.6%) Est. Cost Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $333K (-17.2%) Shares 3,704 (+5.2%) Est. Cost Unrealized
ONC BEONE MEDICINES LTD 0.0%
Value $355K (+24.2%) Shares 1,197 (+27.1%) Est. Cost Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $695K (+11.0%) Shares 9,508 (+8.4%) Est. Cost Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value $213K (-24.1%) Shares 980 (+1.4%) Est. Cost Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $322K (+26.3%) Shares 5,771 (+28.0%) Est. Cost Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $1.862M (-3.4%) Shares 6,837 (+2.1%) Est. Cost Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value $875K (-6.9%) Shares 9,387 (+2.0%) Est. Cost Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value $397K (+19.3%) Shares 16,002 (+20.0%) Est. Cost Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $485K (+15.3%) Shares 15,511 (+17.5%) Est. Cost Unrealized
GWW WW GRAINGER INC 0.0%
Value $518K (+14.1%) Shares 475 (+5.6%) Est. Cost Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value $412K (-13.4%) Shares 2,868 (+5.0%) Est. Cost Unrealized
IT GARTNER INC 0.0%
Value $396K (-13.8%) Shares 2,498 (+37.4%) Est. Cost Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value $419K (+17.4%) Shares 11,555 (+23.5%) Est. Cost Unrealized
NET CLOUDFLARE INC 0.0%
Value $510K (+13.7%) Shares 2,473 (+8.7%) Est. Cost Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $467K (+15.2%) Shares 1,750 (+8.3%) Est. Cost Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $266K (-18.8%) Shares 5,035 (+5.2%) Est. Cost Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value $344K (+21.5%) Shares 1,671 (+26.2%) Est. Cost Unrealized
VCRB VANGUARD MALVERN FDS 0.0%
Value $345K (+21.3%) Shares 4,456 (+22.1%) Est. Cost Unrealized
DDOG DATADOG INC 0.0%
Value $442K (+15.7%) Shares 3,746 (+33.3%) Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $375K (+18.8%) Shares 1,911 (+5.2%) Est. Cost Unrealized
CI THE CIGNA GROUP 0.0%
Value $953K (+6.5%) Shares 3,572 (+9.9%) Est. Cost Unrealized
CHWY CHEWY INC 0.0%
Value $512K (+12.6%) Shares 18,958 (+37.8%) Est. Cost Unrealized
EVUS ISHARES TR 0.0%
Value $363K (+18.3%) Shares 11,397 (+19.0%) Est. Cost Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.432M (+4.1%) Shares 7,129 (+7.0%) Est. Cost Unrealized
JOBY JOBY AVIATION INC 0.0%
Value $130K (-30.0%) Shares 15,724 (+11.9%) Est. Cost Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value $307K (+21.8%) Shares 3,607 (+21.0%) Est. Cost Unrealized
ESGE ISHARES INC 0.0%
Value $719K (+8.2%) Shares 15,814 (+5.2%) Est. Cost Unrealized
IR INGERSOLL RAND INC 0.0%
Value $408K (+15.5%) Shares 5,093 (+14.2%) Est. Cost Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $593K (+10.0%) Shares 3,745 (+14.1%) Est. Cost Unrealized
DTM DT MIDSTREAM INC 0.0%
Value $271K (+24.9%) Shares 2,000 (+11.0%) Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $1.559M (+3.6%) Shares 14,710 (+1.7%) Est. Cost Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value $325K (+19.6%) Shares 6,844 (+20.6%) Est. Cost Unrealized
HAS HASBRO INC 0.0%
Value $353K (+17.7%) Shares 3,774 (+3.1%) Est. Cost Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value $418K (+14.3%) Shares 13,857 (+6.4%) Est. Cost Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value $1.235M (+4.4%) Shares 24,369 (+5.4%) Est. Cost Unrealized
COR CENCORA INC 0.0%
Value $609K (+9.2%) Shares 1,937 (+17.4%) Est. Cost Unrealized
DORM DORMAN PRODS INC 0.0%
Value $321K (-13.7%) Shares 3,075 (+1.8%) Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value $743K (+7.4%) Shares 8,166 (+2.7%) Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $511K (-9.0%) Shares 4,664 (+2.2%) Est. Cost Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value $393K (+14.6%) Shares 1,930 (+15.2%) Est. Cost Unrealized
SPSK TIDAL TRUST I 0.0%
Value $494K (+11.1%) Shares 27,600 (+13.3%) Est. Cost Unrealized
XYLD GLOBAL X FDS 0.0%
Value $623K (+8.6%) Shares 15,914 (+12.7%) Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $1.426M (+3.6%) Shares 12,017 (+1.3%) Est. Cost Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value $1.247M (-3.7%) Shares 2,383 (+7.1%) Est. Cost Unrealized
H HYATT HOTELS CORP 0.0%
Value $556K (-7.9%) Shares 3,864 (+2.7%) Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $282K (+20.2%) Shares 1,004 (+7.4%) Est. Cost Unrealized
F FORD MTR CO 0.0%
Value $451K (-9.5%) Shares 39,071 (+2.9%) Est. Cost Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $209K (+28.4%) Shares 26,368 (+18.4%) Est. Cost Unrealized
WTFC WINTRUST FINL CORP 0.0%
Value $609K (+8.2%) Shares 4,385 (+8.8%) Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $160K (-22.2%) Shares 18,900 (+22.2%) Est. Cost Unrealized
IEF ISHARES TR 0.1%
Value $2.7M (+1.7%) Shares 28,288 (+2.5%) Est. Cost Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value $446K (+11.3%) Shares 1,681 (+7.7%) Est. Cost Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value $288K (-13.3%) Shares 2,160 (+12.9%) Est. Cost Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value $228K (-16.2%) Shares 2,771 (+3.4%) Est. Cost Unrealized
BEKE KE HLDGS INC 0.0%
Value $203K (+27.7%) Shares 13,554 (+34.5%) Est. Cost Unrealized
BUG GLOBAL X FDS 0.0%
Value $459K (-8.7%) Shares 18,276 (+10.9%) Est. Cost Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value $342K (+14.3%) Shares 2,527 (+9.6%) Est. Cost Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value $716K (-5.6%) Shares 5,438 (+1.6%) Est. Cost Unrealized
IBTM ISHARES TR 0.2%
Value $8.466M (+0.5%) Shares 369,187 (+1.1%) Est. Cost Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $316K (+14.9%) Shares 4,620 (+16.4%) Est. Cost Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $573K (+7.3%) Shares 2,295 (+3.2%) Est. Cost Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value $165K (+30.5%) Shares 13,722 (+25.1%) Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $1.242M (+3.1%) Shares 3,460 (+11.8%) Est. Cost Unrealized
MINT PIMCO ETF TR 0.1%
Value $1.931M (+1.9%) Shares 19,201 (+2.1%) Est. Cost Unrealized
VAW VANGUARD WORLD FD 0.0%
Value $284K (+14.5%) Shares 1,259 (+5.5%) Est. Cost Unrealized
IBTO ISHARES TR 0.1%
Value $2.069M (+1.8%) Shares 84,819 (+2.5%) Est. Cost Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $407K (-7.8%) Shares 4,420 (+11.9%) Est. Cost Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $400K (+9.4%) Shares 7,938 (+48.7%) Est. Cost Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $997K (+3.5%) Shares 17,036 (+3.9%) Est. Cost Unrealized
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value $641K (+5.6%) Shares 19,231 (+9.5%) Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $1.634M (-2.0%) Shares 24,584 (+2.3%) Est. Cost Unrealized
IYF ISHARES TR 0.0%
Value $390K (+9.3%) Shares 3,316 (+19.8%) Est. Cost Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $829K (-3.8%) Shares 12,402 (+1.3%) Est. Cost Unrealized
WHF WHITEHORSE FIN INC 0.0%
Value $224K (+17.2%) Shares 29,217 (+10.2%) Est. Cost Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $301K (-9.7%) Shares 6,797 (+6.9%) Est. Cost Unrealized
CCI CROWN CASTLE INC 0.0%
Value $808K (-3.7%) Shares 9,940 (+5.2%) Est. Cost Unrealized
TIPZ PIMCO ETF TR 0.0%
Value $373K (+9.0%) Shares 7,012 (+7.8%) Est. Cost Unrealized
TXT TEXTRON INC 0.0%
Value $497K (+6.5%) Shares 5,680 (+6.0%) Est. Cost Unrealized
JXN JACKSON FINANCIAL INC 0.0%
Value $301K (+11.0%) Shares 2,846 (+12.0%) Est. Cost Unrealized
CLX CLOROX CO DEL 0.0%
Value $288K (+11.4%) Shares 2,780 (+8.4%) Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $587K (+5.3%) Shares 22,224 (+9.1%) Est. Cost Unrealized
BOOT BOOT BARN HLDGS INC 0.0%
Value $454K (+6.9%) Shares 3,099 (+28.9%) Est. Cost Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $1.083M (-2.6%) Shares 11,063 (+6.1%) Est. Cost Unrealized
GMAB GENMAB A/S 0.0%
Value $277K (+11.7%) Shares 10,336 (+28.2%) Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $303K (-8.6%) Shares 916 (+9.8%) Est. Cost Unrealized
WAT WATERS CORP 0.0%
Value $492K (-5.3%) Shares 1,653 (+20.7%) Est. Cost Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $623K (-4.1%) Shares 8,294 (+2.6%) Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $2.632M (-1.0%) Shares 17,950 (+4.5%) Est. Cost Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $312K (-7.3%) Shares 7,759 (+2.6%) Est. Cost Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value $409K (+6.3%) Shares 11,448 (+5.0%) Est. Cost Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $475K (-4.8%) Shares 3,322 (+23.7%) Est. Cost Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $459K (+5.5%) Shares 9,123 (+8.0%) Est. Cost Unrealized
IGEB ISHARES TR 0.0%
Value $440K (+5.7%) Shares 9,758 (+7.1%) Est. Cost Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $49,280 (-32.4%) Shares 14,000 (+3.7%) Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $564K (+4.2%) Shares 3,737 (+51.6%) Est. Cost Unrealized
CPT CAMDEN PPTY TR 0.0%
Value $205K (-9.9%) Shares 2,079 (+1.5%) Est. Cost Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value $241K (+10.1%) Shares 2,403 (+14.0%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $2.846M (-0.8%) Shares 23,181 (+5.9%) Est. Cost Unrealized
HLAL LISTED FDS TR 0.0%
Value $431K (+5.2%) Shares 7,270 (+10.1%) Est. Cost Unrealized
INSM INSMED INC 0.0%
Value $1.238M (-1.7%) Shares 7,571 (+4.7%) Est. Cost Unrealized
PRI PRIMERICA INC 0.0%
Value $273K (+8.2%) Shares 1,089 (+11.7%) Est. Cost Unrealized
HSTM HEALTHSTREAM INC 0.0%
Value $242K (+9.3%) Shares 11,666 (+21.8%) Est. Cost Unrealized
LII LENNOX INTL INC 0.0%
Value $918K (+2.2%) Shares 1,972 (+6.9%) Est. Cost Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $318K (+6.5%) Shares 609 (+23.3%) Est. Cost Unrealized
BA BOEING CO 0.1%
Value $4.683M (+0.4%) Shares 23,531 (+9.5%) Est. Cost Unrealized
AVTR AVANTOR INC 0.0%
Value $170K (-10.1%) Shares 21,651 (+31.5%) Est. Cost Unrealized
BNS BANK NOVA SCOTIA B C 0.0%
Value $477K (+4.1%) Shares 6,883 (+10.7%) Est. Cost Unrealized
BLACKROCK MUNIHLDNGS CALI 0.0%
Value $163K (+12.7%) Shares 15,624 (+14.2%) Est. Cost Unrealized
IMCR IMMUNOCORE HLDGS PLC 0.0%
Value $224K (-7.4%) Shares 7,430 (+6.6%) Est. Cost Unrealized
ARKQ ARK ETF TR 0.0%
Value $440K (+4.1%) Shares 3,916 (+6.1%) Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $1.316M (-1.3%) Shares 28,629 (+5.7%) Est. Cost Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $256K (+7.0%) Shares 3,573 (+56.2%) Est. Cost Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $123K (+15.7%) Shares 11,831 (+12.1%) Est. Cost Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value $1.363M (+1.2%) Shares 21,957 (+5.0%) Est. Cost Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $210K (-7.2%) Shares 1,452 (+3.0%) Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $859K (+1.8%) Shares 10,383 (+3.0%) Est. Cost Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.209M (-0.7%) Shares 9,441 (+14.2%) Est. Cost Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value $367K (+4.2%) Shares 3,274 (+10.9%) Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $1.02M (-1.4%) Shares 9,158 (+28.1%) Est. Cost Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $361K (+4.2%) Shares 6,604 (+6.5%) Est. Cost Unrealized
QXO QXO INC 0.0%
Value $302K (+5.0%) Shares 15,568 (+4.3%) Est. Cost Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value $852K (+1.7%) Shares 39,493 (+2.9%) Est. Cost Unrealized
IBTH ISHARES TR 0.0%
Value $722K (+2.0%) Shares 32,203 (+2.2%) Est. Cost Unrealized
ACI ALBERTSONS COS INC 0.0%
Value $233K (+6.4%) Shares 13,667 (+7.2%) Est. Cost Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $285K (+4.9%) Shares 6,843 (+3.0%) Est. Cost Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $490K (-2.6%) Shares 3,575 (+2.1%) Est. Cost Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value $214K (+6.5%) Shares 6,246 (+1.8%) Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $465K (-2.6%) Shares 3,244 (+1.3%) Est. Cost Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $235K (-4.7%) Shares 939 (+4.6%) Est. Cost Unrealized
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $233K (-4.3%) Shares 10,624 (+2.0%) Est. Cost Unrealized
GE GE AEROSPACE 0.1%
Value $2.878M (-0.4%) Shares 10,127 (+8.1%) Est. Cost Unrealized
PAYO PAYONEER GLOBAL INC 0.0%
Value $65,562 (-13.1%) Shares 13,574 (+1.1%) Est. Cost Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value $167K (-5.5%) Shares 45,656 (+28.8%) Est. Cost Unrealized
DXCM DEXCOM INC 0.0%
Value $310K (-3.0%) Shares 4,932 (+2.5%) Est. Cost Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value $338K (+2.9%) Shares 2,577 (+2.1%) Est. Cost Unrealized
BNDC FLEXSHARES TR 0.0%
Value $786K (+1.2%) Shares 35,358 (+2.1%) Est. Cost Unrealized
SPUS TIDAL TRUST I 0.0%
Value $377K (+2.4%) Shares 7,830 (+8.6%) Est. Cost Unrealized
SEIC SEI INVTS CO 0.0%
Value $540K (-1.5%) Shares 6,877 (+3.6%) Est. Cost Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $405K (-1.9%) Shares 35,045 (+1.9%) Est. Cost Unrealized
BALI BLACKROCK ETF TRUST 0.0%
Value $855K (+0.9%) Shares 27,755 (+4.4%) Est. Cost Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value $622K (+1.1%) Shares 4,664 (+6.7%) Est. Cost Unrealized
EXEL EXELIXIS INC 0.0%
Value $207K (+3.1%) Shares 4,817 (+5.4%) Est. Cost Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value $1.943M (-0.3%) Shares 23,566 (+1.1%) Est. Cost Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $635K (+1.0%) Shares 6,634 (+2.5%) Est. Cost Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $146K (+4.2%) Shares 12,912 (+7.3%) Est. Cost Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value $770K (-0.7%) Shares 18,053 (+1.6%) Est. Cost Unrealized
IXJ ISHARES TR 0.0%
Value $1.144M (-0.5%) Shares 12,228 (+3.6%) Est. Cost Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value $722K (+0.7%) Shares 12,767 (+1.1%) Est. Cost Unrealized
EYE NATIONAL VISION HLDGS INC 0.0%
Value $230K (+2.1%) Shares 8,896 (+1.8%) Est. Cost Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $368K (+1.2%) Shares 18,030 (+4.1%) Est. Cost Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $340K (+1.3%) Shares 7,250 (+1.6%) Est. Cost Unrealized
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value $226K (-1.7%) Shares 17,242 (+3.4%) Est. Cost Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $556K (+0.6%) Shares 7,899 (+1.5%) Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $207K (+1.7%) Shares 2,279 (+1.7%) Est. Cost Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value $335K (+1.0%) Shares 1,874 (+23.0%) Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $264K (+1.2%) Shares 5,641 (+2.0%) Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $617K (-0.5%) Shares 5,405 (+18.5%) Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value $3.801M (-0.1%) Shares 34,282 (+6.1%) Est. Cost Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $471K (+0.4%) Shares 2,496 (+5.7%) Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value $223K (+0.6%) Shares 6,867 (+8.7%) Est. Cost Unrealized
CCK CROWN HLDGS INC 0.0%
Value $304K (-0.2%) Shares 3,033 (+2.5%) Est. Cost Unrealized
QQQI NEOS ETF TRUST 0.0%
Value $372K (-0.1%) Shares 7,480 (+8.3%) Est. Cost Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $307K (+0.0%) Shares 27,249 (+4.0%) Est. Cost Unrealized

Exited Positions (84)

CEG CONSTELLATION ENERGY CORP 0.2%
Value $6.047M Shares 17,117 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.1%
Value $3.542M Shares 38,524 Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value $2.584M Shares 5,804 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $1.422M Shares 21,173 Est. Cost Unrealized
QDPL PACER FDS TR 0.0%
Value $1.235M Shares 28,949 Est. Cost Unrealized
CPNG COUPANG INC 0.0%
Value $1.201M Shares 50,902 Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $892K Shares 2,383 Est. Cost Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $837K Shares 34,802 Est. Cost Unrealized
MNDY MONDAY COM LTD 0.0%
Value $737K Shares 4,995 Est. Cost Unrealized
IEI ISHARES TR 0.0%
Value $729K Shares 6,109 Est. Cost Unrealized
CLS CELESTICA INC 0.0%
Value $594K Shares 2,004 Est. Cost Unrealized
VEEV VEEVA SYS INC 0.0%
Value $577K Shares 2,587 Est. Cost Unrealized
THR THERMON GROUP HLDGS INC 0.0%
Value $573K Shares 15,432 Est. Cost Unrealized
IWP ISHARES TR 0.0%
Value $535K Shares 3,908 Est. Cost Unrealized
LEN LENNAR CORP 0.0%
Value $508K Shares 4,943 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $499K Shares 2,444 Est. Cost Unrealized
XHB SPDR SERIES TRUST 0.0%
Value $499K Shares 4,845 Est. Cost Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value $494K Shares 1,499 Est. Cost Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value $477K Shares 7,671 Est. Cost Unrealized
AMCOR PLC 0.0%
Value $472K Shares 56,540 Est. Cost Unrealized
FALN ISHARES TR 0.0%
Value $428K Shares 15,690 Est. Cost Unrealized
CRAI CRA INTL INC 0.0%
Value $428K Shares 2,131 Est. Cost Unrealized
HDB HDFC BANK LTD 0.0%
Value $422K Shares 11,556 Est. Cost Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $399K Shares 11,891 Est. Cost Unrealized
AL AIR LEASE CORP 0.0%
Value $379K Shares 5,886 Est. Cost Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $364K Shares 2,527 Est. Cost Unrealized
U UNITY SOFTWARE INC 0.0%
Value $361K Shares 8,177 Est. Cost Unrealized
GPRE GREEN PLAINS INC 0.0%
Value $358K Shares 36,535 Est. Cost Unrealized
USRT ISHARES TR 0.0%
Value $355K Shares 6,239 Est. Cost Unrealized
VXX BARCLAYS BANK PLC 0.0%
Value $352K Shares 13,301 Est. Cost Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value $351K Shares 6,935 Est. Cost Unrealized
FTDR FRONTDOOR INC 0.0%
Value $351K Shares 6,077 Est. Cost Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $344K Shares 2,128 Est. Cost Unrealized
CNXC CONCENTRIX CORP 0.0%
Value $316K Shares 7,601 Est. Cost Unrealized
VLTO VERALTO CORP 0.0%
Value $297K Shares 2,968 Est. Cost Unrealized
PODD INSULET CORP 0.0%
Value $296K Shares 1,042 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $289K Shares 1,333 Est. Cost Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value $288K Shares 8,882 Est. Cost Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value $286K Shares 2,510 Est. Cost Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $284K Shares 7,794 Est. Cost Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value $278K Shares 6,004 Est. Cost Unrealized
MAXJ ISHARES TR 0.0%
Value $271K Shares 9,606 Est. Cost Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $265K Shares 11,473 Est. Cost Unrealized
STOT SSGA ACTIVE TR 0.0%
Value $260K Shares 5,500 Est. Cost Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $260K Shares 9,816 Est. Cost Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.0%
Value $259K Shares 983 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value $254K Shares 8,311 Est. Cost Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value $250K Shares 737 Est. Cost Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $249K Shares 2,946 Est. Cost Unrealized
IWV ISHARES TR 0.0%
Value $247K Shares 638 Est. Cost Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $246K Shares 4,704 Est. Cost Unrealized
EMHY ISHARES INC 0.0%
Value $246K Shares 6,087 Est. Cost Unrealized
WINA WINMARK CORP 0.0%
Value $242K Shares 598 Est. Cost Unrealized
EQH EQUITABLE HLDGS INC 0.0%
Value $242K Shares 5,070 Est. Cost Unrealized
NXRT NEXPOINT RESIDENTIAL TR INC 0.0%
Value $238K Shares 7,920 Est. Cost Unrealized
CNC CENTENE CORP DEL 0.0%
Value $237K Shares 5,759 Est. Cost Unrealized
HUM HUMANA INC 0.0%
Value $235K Shares 914 Est. Cost Unrealized
HRI HERC HLDGS INC 0.0%
Value $234K Shares 1,576 Est. Cost Unrealized
TECK TECK RESOURCES LTD 0.0%
Value $232K Shares 4,835 Est. Cost Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.0%
Value $226K Shares 9,351 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value $220K Shares 840 Est. Cost Unrealized
USLM UNITED STS LIME & MINERALS I 0.0%
Value $217K Shares 1,816 Est. Cost Unrealized
CRNX CRINETICS PHARMACEUTICALS IN 0.0%
Value $217K Shares 4,668 Est. Cost Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value $214K Shares 1,346 Est. Cost Unrealized
ARTY ISHARES TR 0.0%
Value $214K Shares 4,450 Est. Cost Unrealized
AOR ISHARES TR 0.0%
Value $210K Shares 3,232 Est. Cost Unrealized
HURN HURON CONSULTING GROUP INC 0.0%
Value $210K Shares 1,214 Est. Cost Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $210K Shares 8,996 Est. Cost Unrealized
DHI D R HORTON INC 0.0%
Value $208K Shares 1,445 Est. Cost Unrealized
TRMB TRIMBLE INC 0.0%
Value $208K Shares 2,651 Est. Cost Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value $207K Shares 1,071 Est. Cost Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $206K Shares 739 Est. Cost Unrealized
EVR EVERCORE INC 0.0%
Value $204K Shares 599 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value $203K Shares 1,600 Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $202K Shares 8,347 Est. Cost Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $202K Shares 3,843 Est. Cost Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value $200K Shares 1,204 Est. Cost Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value $200K Shares 1,970 Est. Cost Unrealized
ADMA ADMA BIOLOGICS INC 0.0%
Value $194K Shares 10,617 Est. Cost Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value $152K Shares 10,339 Est. Cost Unrealized
BLACKROCK MUN INCOME TR 0.0%
Value $105K Shares 10,421 Est. Cost Unrealized
ABRDN INCOME CREDIT STRATEGI 0.0%
Value $62,173 Shares 11,330 Est. Cost Unrealized
DTST DATA STORAGE CORP 0.0%
Value $51,200 Shares 10,000 Est. Cost Unrealized
AUR AURORA INNOVATION INC 0.0%
Value $41,745 Shares 10,871 Est. Cost Unrealized

Decreased Positions (464)

FSLR FIRST SOLAR INC 0.0%
Value $348K (-97.6%) Shares 1,764 (-96.9%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value $32.53M (-28.6%) Shares 222,402 (-13.2%) Est. Cost Unrealized
GOOG ALPHABET INC 1.5%
Value $56.52M (-17.7%) Shares 197,020 (-9.9%) Est. Cost Unrealized
TSLA TESLA INC 1.3%
Value $50M (-18.9%) Shares 134,510 (-1.9%) Est. Cost Unrealized
AMZN AMAZON COM INC 2.0%
Value $74.67M (-10.7%) Shares 358,534 (-1.1%) Est. Cost Unrealized
LLY ELI LILLY & CO 0.7%
Value $24.87M (-24.0%) Shares 27,038 (-11.2%) Est. Cost Unrealized
META META PLATFORMS INC 1.1%
Value $40.63M (-15.2%) Shares 71,016 (-2.2%) Est. Cost Unrealized
QUAL ISHARES TR 0.2%
Value $8.25M (-40.2%) Shares 43,010 (-38.0%) Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $6.275M (-45.7%) Shares 31,644 (-26.5%) Est. Cost Unrealized
SPYM SPDR SERIES TRUST 1.5%
Value $54.75M (-8.3%) Shares 715,321 (-3.9%) Est. Cost Unrealized
QCOM QUALCOMM INC 0.2%
Value $8.345M (-37.0%) Shares 64,799 (-16.3%) Est. Cost Unrealized
UL UNILEVER PLC 0.1%
Value $4.362M (-50.3%) Shares 75,798 (-43.5%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $7.67M (-33.0%) Shares 37,354 (-15.5%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.4%
Value $15.02M (-19.6%) Shares 35,322 (-1.3%) Est. Cost Unrealized
IWB ISHARES TR 0.0%
Value $263K (-93.2%) Shares 738 (-92.9%) Est. Cost Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value $7.021M (-33.2%) Shares 128,701 (-27.4%) Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $1.047M (-76.4%) Shares 4,308 (-66.0%) Est. Cost Unrealized
IVW ISHARES TR 0.4%
Value $15.83M (-17.4%) Shares 139,918 (-9.9%) Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.4%
Value $13.23M (-20.0%) Shares 91,566 (-20.6%) Est. Cost Unrealized
BX BLACKSTONE INC 0.2%
Value $5.933M (-35.0%) Shares 51,598 (-12.8%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 1.1%
Value $40.05M (-7.3%) Shares 118,193 (-16.6%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $12.91M (-17.5%) Shares 63,469 (-13.2%) Est. Cost Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $2.585M (-50.3%) Shares 27,868 (-50.5%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value $11.64M (-17.7%) Shares 23,298 (-6.0%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $523K (-82.2%) Shares 11,574 (-77.0%) Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $9.498M (-19.4%) Shares 59,246 (-7.4%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $8.934M (-20.3%) Shares 36,859 (-2.6%) Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.8%
Value $28.28M (+8.7%) Shares 28,382 (-6.0%) Est. Cost Unrealized
ZTS ZOETIS INC 0.0%
Value $908K (-70.8%) Shares 7,684 (-68.9%) Est. Cost Unrealized
INTU INTUIT 0.1%
Value $3.274M (-36.8%) Shares 7,571 (-3.2%) Est. Cost Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.3M (-58.3%) Shares 29,815 (-57.6%) Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $9.388M (-16.0%) Shares 190,160 (-6.8%) Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $23.07M (+8.4%) Shares 94,389 (-8.2%) Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.4%
Value $13.86M (-11.0%) Shares 147,494 (-5.4%) Est. Cost Unrealized
SHOP SHOPIFY INC 0.1%
Value $3.53M (-32.0%) Shares 29,761 (-7.7%) Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.3%
Value $13.16M (-11.1%) Shares 18,864 (-3.9%) Est. Cost Unrealized
NDAQ NASDAQ INC 0.2%
Value $6.909M (-19.1%) Shares 81,382 (-7.4%) Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $1.872M (-45.6%) Shares 17,907 (-20.2%) Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $1.545M (-49.9%) Shares 40,693 (-32.8%) Est. Cost Unrealized
IWF ISHARES TR 0.3%
Value $10.87M (-12.4%) Shares 25,491 (-2.7%) Est. Cost Unrealized
CVS CVS HEALTH CORP 0.1%
Value $5.57M (-21.5%) Shares 77,560 (-13.3%) Est. Cost Unrealized
MCD MCDONALDS CORP 0.3%
Value $10.09M (-13.0%) Shares 32,453 (-14.4%) Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $8.31M (-14.9%) Shares 62,529 (-7.8%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value $24.9M (-5.4%) Shares 29,430 (-1.7%) Est. Cost Unrealized
FLOT ISHARES TR 0.0%
Value $957K (-58.8%) Shares 18,778 (-58.9%) Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $4.111M (-24.9%) Shares 40,037 (-8.3%) Est. Cost Unrealized
HD HOME DEPOT INC 0.3%
Value $12.13M (-9.7%) Shares 36,892 (-5.5%) Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value $14.7M (-8.0%) Shares 24,601 (-3.5%) Est. Cost Unrealized
HON HONEYWELL INTL INC 0.3%
Value $10.4M (+13.8%) Shares 46,021 (-1.8%) Est. Cost Unrealized
ITOT ISHARES TR 0.2%
Value $6.448M (-16.2%) Shares 45,271 (-12.5%) Est. Cost Unrealized
DIA STATE STR SPDR DOW JONES IND 0.2%
Value $8.561M (-12.0%) Shares 18,442 (-8.7%) Est. Cost Unrealized
EFV ISHARES TR 0.3%
Value $10.86M (-9.4%) Shares 146,008 (-12.9%) Est. Cost Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $650K (-63.2%) Shares 26,247 (-62.6%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $4.2M (-21.0%) Shares 10,759 (-5.1%) Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $3.682M (-23.2%) Shares 7,988 (-5.6%) Est. Cost Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.1%
Value $5.492M (-16.5%) Shares 253,090 (-17.4%) Est. Cost Unrealized
GLD SPDR GOLD TR 0.6%
Value $21.88M (+4.9%) Shares 50,850 (-3.4%) Est. Cost Unrealized
SLV ISHARES SILVER TR 0.2%
Value $6.049M (-14.5%) Shares 88,769 (-19.2%) Est. Cost Unrealized
LFUS LITTELFUSE INC 0.1%
Value $4.831M (+26.8%) Shares 14,235 (-5.5%) Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $3.585M (+39.2%) Shares 9,134 (-2.0%) Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $9.967M (+11.2%) Shares 107,311 (-3.9%) Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $833K (-54.6%) Shares 482 (-47.1%) Est. Cost Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.1%
Value $2.642M (-27.0%) Shares 52,600 (-26.7%) Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $705K (-57.6%) Shares 3,572 (-45.1%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $2.652M (-26.2%) Shares 36,866 (-16.2%) Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.1%
Value $3.175M (+40.9%) Shares 64,554 (-1.8%) Est. Cost Unrealized
VST VISTRA CORP 0.1%
Value $3.307M (-20.9%) Shares 21,999 (-15.1%) Est. Cost Unrealized
EFG ISHARES TR 0.0%
Value $1.459M (-37.3%) Shares 13,105 (-35.9%) Est. Cost Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $669K (-56.5%) Shares 3,133 (-57.7%) Est. Cost Unrealized
YUM YUM BRANDS INC 0.1%
Value $5.118M (-14.4%) Shares 32,920 (-16.7%) Est. Cost Unrealized
SAP SAP SE 0.0%
Value $1.213M (-41.2%) Shares 7,083 (-16.6%) Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $908K (-47.9%) Shares 14,467 (-20.8%) Est. Cost Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value $349K (-70.3%) Shares 5,803 (-68.2%) Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $1.498M (-35.3%) Shares 8,209 (-14.1%) Est. Cost Unrealized
URI UNITED RENTALS INC 0.1%
Value $2.704M (-23.0%) Shares 3,712 (-14.5%) Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value $5.756M (-12.2%) Shares 6,430 (-13.8%) Est. Cost Unrealized
DHR DANAHER CORP DEL 0.0%
Value $1.362M (-36.8%) Shares 7,170 (-23.8%) Est. Cost Unrealized
IGV ISHARES TR 0.0%
Value $1.518M (-34.1%) Shares 18,965 (-13.0%) Est. Cost Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $713K (-52.1%) Shares 39,558 (-46.3%) Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $5.049M (+17.5%) Shares 100,578 (-4.7%) Est. Cost Unrealized
MCO MOODYS CORP 0.1%
Value $3.114M (-18.4%) Shares 7,138 (-4.5%) Est. Cost Unrealized
APP APPLOVIN CORP 0.0%
Value $929K (-42.8%) Shares 2,333 (-3.2%) Est. Cost Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value $6.666M (-9.1%) Shares 32,039 (-1.8%) Est. Cost Unrealized
GPC GENUINE PARTS CO 0.0%
Value $376K (-62.8%) Shares 3,486 (-57.2%) Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $323K (-66.1%) Shares 303 (-46.3%) Est. Cost Unrealized
WING WINGSTOP INC 0.0%
Value $247K (-71.4%) Shares 1,594 (-56.0%) Est. Cost Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.0%
Value $786K (-43.9%) Shares 21,742 (-41.4%) Est. Cost Unrealized
INDA ISHARES TR 0.1%
Value $2.934M (-16.9%) Shares 62,649 (-4.1%) Est. Cost Unrealized
T AT&T INC 0.1%
Value $4.998M (+13.5%) Shares 172,392 (-2.7%) Est. Cost Unrealized
GTO INVESCO ACTIVELY MANAGED EXC 0.0%
Value $589K (-49.2%) Shares 12,586 (-48.6%) Est. Cost Unrealized
GDX VANECK ETF TRUST 0.0%
Value $1.108M (-33.4%) Shares 12,070 (-37.7%) Est. Cost Unrealized
PSX PHILLIPS 66 0.1%
Value $1.984M (+38.8%) Shares 10,893 (-1.7%) Est. Cost Unrealized
OXLC OXFORD LANE CAP CORP 0.0%
Value $201K (-73.3%) Shares 20,539 (-60.0%) Est. Cost Unrealized
WMT WALMART INC 1.0%
Value $36.04M (+1.5%) Shares 289,416 (-9.0%) Est. Cost Unrealized
SYY SYSCO CORP 0.0%
Value $414K (-56.4%) Shares 5,806 (-54.9%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value $2.172M (-19.7%) Shares 4,479 (-3.9%) Est. Cost Unrealized
NATL NCR ATLEOS CORPORATION 0.0%
Value $338K (-60.6%) Shares 7,748 (-65.5%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $7.386M (+7.6%) Shares 21,852 (-9.1%) Est. Cost Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $377K (-57.3%) Shares 8,030 (-39.5%) Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value $2.849M (+20.1%) Shares 84,966 (-1.5%) Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $1.227M (-28.0%) Shares 2,890 (-3.7%) Est. Cost Unrealized
CHE CHEMED CORP NEW 0.0%
Value $700K (-40.3%) Shares 1,854 (-32.4%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $250K (-65.2%) Shares 9,107 (-63.5%) Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $4.002M (-10.4%) Shares 68,838 (-16.3%) Est. Cost Unrealized
SPYI NEOS ETF TRUST 0.0%
Value $1.123M (-29.2%) Shares 22,747 (-24.7%) Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value $2.922M (+18.4%) Shares 40,153 (-2.2%) Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $469K (-48.5%) Shares 6,236 (-41.5%) Est. Cost Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value $745K (-37.1%) Shares 39,219 (-35.8%) Est. Cost Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $435K (-49.6%) Shares 6,273 (-51.0%) Est. Cost Unrealized
ABNB AIRBNB INC 0.1%
Value $2.384M (-15.2%) Shares 18,880 (-8.8%) Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $1.721M (+32.8%) Shares 12,656 (-14.5%) Est. Cost Unrealized
IAU ISHARES GOLD TR 0.1%
Value $4.97M (-7.8%) Shares 56,380 (-15.1%) Est. Cost Unrealized
SUSA ISHARES TR 0.0%
Value $795K (-34.6%) Shares 6,017 (-31.0%) Est. Cost Unrealized
VFH VANGUARD WORLD FD 0.1%
Value $2.635M (-13.3%) Shares 21,812 (-4.1%) Est. Cost Unrealized
BJUN INNOVATOR ETFS TRUST 0.0%
Value $485K (-45.2%) Shares 10,495 (-44.6%) Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $916K (-30.4%) Shares 3,965 (-14.6%) Est. Cost Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $170K (-69.8%) Shares 12,984 (-38.9%) Est. Cost Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $908K (-30.1%) Shares 43,739 (-28.6%) Est. Cost Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $697K (-35.6%) Shares 20,663 (-1.4%) Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $3.106M (+13.9%) Shares 5,139 (-8.8%) Est. Cost Unrealized
AES AES CORP 0.0%
Value $184K (-67.1%) Shares 13,044 (-66.5%) Est. Cost Unrealized
IDXX IDEXX LABS INC 0.0%
Value $539K (-40.8%) Shares 959 (-28.7%) Est. Cost Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value $562K (-39.2%) Shares 1,641 (-19.4%) Est. Cost Unrealized
IHI ISHARES TR 0.0%
Value $764K (-31.7%) Shares 14,316 (-20.5%) Est. Cost Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $2.743M (-11.2%) Shares 29,932 (-11.5%) Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $4.846M (-6.5%) Shares 30,809 (-3.7%) Est. Cost Unrealized
IONQ IONQ INC 0.0%
Value $492K (-40.2%) Shares 17,072 (-7.0%) Est. Cost Unrealized
HUBS HUBSPOT INC 0.0%
Value $428K (-42.9%) Shares 1,754 (-6.1%) Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $717K (-30.8%) Shares 2,582 (-22.2%) Est. Cost Unrealized
KLAC KLA CORP 0.1%
Value $2.491M (+14.4%) Shares 1,692 (-5.6%) Est. Cost Unrealized
IWR ISHARES TR 0.0%
Value $1.285M (-19.5%) Shares 13,217 (-20.3%) Est. Cost Unrealized
SBUX STARBUCKS CORP 0.1%
Value $2.628M (-10.6%) Shares 29,337 (-15.9%) Est. Cost Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $418K (-42.2%) Shares 1,390 (-31.4%) Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $883K (+51.8%) Shares 3,265 (-3.3%) Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $3.807M (-7.3%) Shares 11,877 (-6.3%) Est. Cost Unrealized
UBS UBS GROUP AG 0.0%
Value $1.328M (-18.4%) Shares 33,999 (-3.3%) Est. Cost Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $903K (+49.3%) Shares 6,667 (-4.3%) Est. Cost Unrealized
NJUL INNOVATOR ETFS TRUST 0.0%
Value $276K (-51.9%) Shares 3,862 (-51.1%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $1.327M (+28.5%) Shares 28,240 (-5.0%) Est. Cost Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $602K (-32.3%) Shares 26,455 (-13.0%) Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $3.673M (+8.3%) Shares 6,502 (-10.4%) Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $1.369M (+25.7%) Shares 4,849 (-9.6%) Est. Cost Unrealized
SSNC SS&C TECH HLDGS 0.0%
Value $385K (-41.9%) Shares 5,692 (-24.9%) Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $407K (-40.4%) Shares 1,881 (-28.7%) Est. Cost Unrealized
MP MP MATERIALS CORP 0.0%
Value $931K (-22.7%) Shares 19,290 (-19.0%) Est. Cost Unrealized
RTX RTX CORPORATION 0.3%
Value $9.606M (+2.9%) Shares 49,796 (-2.1%) Est. Cost Unrealized
SONY SONY GROUP CORP 0.0%
Value $920K (-22.3%) Shares 44,430 (-4.0%) Est. Cost Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.71M (-13.2%) Shares 30,796 (-8.2%) Est. Cost Unrealized
HNI HNI CORP 0.0%
Value $641K (-28.9%) Shares 19,185 (-10.4%) Est. Cost Unrealized
NU NU HLDGS LTD 0.0%
Value $1.352M (-16.0%) Shares 94,117 (-2.2%) Est. Cost Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $167K (-60.6%) Shares 11,418 (-57.5%) Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value $983K (-20.5%) Shares 13,195 (-13.2%) Est. Cost Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value $1.944M (-11.4%) Shares 39,130 (-9.5%) Est. Cost Unrealized
GBDC GOLUB CAP BDC INC 0.1%
Value $2.739M (-8.3%) Shares 216,330 (-1.8%) Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $266K (-47.1%) Shares 1,471 (-40.6%) Est. Cost Unrealized
XBAP INNOVATOR ETFS TRUST 0.0%
Value $1.421M (-14.3%) Shares 36,310 (-15.3%) Est. Cost Unrealized
INFY INFOSYS LTD 0.0%
Value $172K (-57.9%) Shares 12,720 (-44.5%) Est. Cost Unrealized
SGOL ETFS GOLD TR 0.0%
Value $409K (-36.4%) Shares 9,162 (-41.4%) Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $239K (-49.3%) Shares 1,465 (-30.5%) Est. Cost Unrealized
IWO ISHARES TR 0.1%
Value $2.181M (-9.6%) Shares 6,949 (-7.0%) Est. Cost Unrealized
FTWO EA SERIES TRUST 0.0%
Value $263K (-46.8%) Shares 5,784 (-52.4%) Est. Cost Unrealized
IBN ICICI BANK LIMITED 0.0%
Value $1.069M (-17.7%) Shares 41,277 (-5.3%) Est. Cost Unrealized
ORI OLD REP INTL CORP 0.0%
Value $518K (-30.8%) Shares 12,973 (-20.8%) Est. Cost Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value $1.401M (-14.0%) Shares 27,550 (-13.5%) Est. Cost Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $1.44M (-13.6%) Shares 8,006 (-7.0%) Est. Cost Unrealized
PHM PULTE GROUP INC 0.0%
Value $526K (-30.1%) Shares 4,463 (-30.3%) Est. Cost Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $347K (-39.2%) Shares 912 (-45.6%) Est. Cost Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $811K (-21.6%) Shares 1,825 (-13.5%) Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value $1.795M (-11.1%) Shares 8,544 (-14.0%) Est. Cost Unrealized
BMAR INNOVATOR ETFS TRUST 0.0%
Value $1.216M (-15.4%) Shares 23,176 (-14.5%) Est. Cost Unrealized
CSGP COSTAR GROUP INC 0.0%
Value $280K (-44.2%) Shares 6,942 (-7.0%) Est. Cost Unrealized
CG CARLYLE GROUP INC 0.0%
Value $222K (-49.8%) Shares 4,581 (-38.6%) Est. Cost Unrealized
B BARRICK MNG CORP 0.0%
Value $399K (-35.4%) Shares 9,789 (-30.9%) Est. Cost Unrealized
CSX CSX CORP 0.1%
Value $2.254M (+10.5%) Shares 54,913 (-2.4%) Est. Cost Unrealized
AON AON PLC 0.0%
Value $1.638M (-11.4%) Shares 5,074 (-3.1%) Est. Cost Unrealized
CPRT COPART INC 0.0%
Value $735K (-22.1%) Shares 22,127 (-8.1%) Est. Cost Unrealized
MSCI MSCI INC 0.0%
Value $815K (-19.9%) Shares 1,512 (-14.8%) Est. Cost Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $2.092M (-8.8%) Shares 13,570 (-5.4%) Est. Cost Unrealized
OKLO OKLO INC 0.0%
Value $390K (-34.0%) Shares 7,859 (-4.6%) Est. Cost Unrealized
HLNE HAMILTON LANE INC 0.0%
Value $300K (-40.1%) Shares 2,999 (-19.2%) Est. Cost Unrealized
ING ING GROEP N.V. 0.0%
Value $235K (-45.8%) Shares 9,004 (-41.7%) Est. Cost Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $1.457M (-11.9%) Shares 6,972 (-4.2%) Est. Cost Unrealized
BLD TOPBUILD COR 0.0%
Value $417K (-32.1%) Shares 1,187 (-19.4%) Est. Cost Unrealized
STIP ISHARES TR 0.0%
Value $893K (-18.1%) Shares 8,633 (-18.9%) Est. Cost Unrealized
MOD MODINE MFG CO 0.0%
Value $624K (+45.4%) Shares 2,879 (-10.4%) Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $4.231M (-4.3%) Shares 37,307 (-1.6%) Est. Cost Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $1.443M (+15.2%) Shares 7,059 (-2.6%) Est. Cost Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $792K (-19.4%) Shares 12,127 (-2.2%) Est. Cost Unrealized
AIQ GLOBAL X FDS 0.0%
Value $856K (-18.0%) Shares 18,352 (-10.6%) Est. Cost Unrealized
AU ANGLOGOLD ASHANTI PLC 0.0%
Value $281K (-40.0%) Shares 2,889 (-47.5%) Est. Cost Unrealized
IQV IQVIA HLDGS INC 0.0%
Value $471K (-28.2%) Shares 2,762 (-5.2%) Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $755K (-19.5%) Shares 9,800 (-8.7%) Est. Cost Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value $452K (-28.6%) Shares 1,322 (-18.2%) Est. Cost Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $443K (-28.5%) Shares 4,580 (-21.5%) Est. Cost Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $417K (-29.7%) Shares 2,200 (-17.0%) Est. Cost Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value $2.289M (-6.9%) Shares 32,528 (-1.8%) Est. Cost Unrealized
DEO DIAGEO PLC 0.0%
Value $378K (-31.1%) Shares 5,084 (-20.1%) Est. Cost Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value $391K (-30.3%) Shares 11,035 (-35.1%) Est. Cost Unrealized
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value $415K (-29.0%) Shares 10,503 (-24.9%) Est. Cost Unrealized
IEFA ISHARES TR 0.3%
Value $9.904M (-1.7%) Shares 109,406 (-2.8%) Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value $970K (-14.7%) Shares 8,402 (-18.1%) Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $588K (+39.6%) Shares 8,502 (-10.1%) Est. Cost Unrealized
ESGU ISHARES TR 0.1%
Value $2.289M (-6.8%) Shares 16,185 (-1.8%) Est. Cost Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $656K (+33.8%) Shares 3,791 (-2.6%) Est. Cost Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $960K (-14.7%) Shares 12,245 (-14.3%) Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $907K (-15.4%) Shares 2,752 (-9.5%) Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value $1.166M (+16.2%) Shares 13,931 (-6.9%) Est. Cost Unrealized
IWS ISHARES TR 0.0%
Value $240K (-40.0%) Shares 1,649 (-42.0%) Est. Cost Unrealized
AGM FEDERAL AGRIC MTG CORP 0.0%
Value $337K (-32.1%) Shares 2,274 (-19.6%) Est. Cost Unrealized
USHY ISHARES TR 0.0%
Value $372K (-29.8%) Shares 10,086 (-28.8%) Est. Cost Unrealized
GSK GSK PLC 0.0%
Value $374K (-29.7%) Shares 6,684 (-37.7%) Est. Cost Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $247K (-37.9%) Shares 17,575 (-2.0%) Est. Cost Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value $1.651M (-8.3%) Shares 24,239 (-1.3%) Est. Cost Unrealized
TTD THE TRADE DESK INC 0.0%
Value $214K (-41.0%) Shares 9,414 (-1.4%) Est. Cost Unrealized
BILZ PIMCO ETF TR 0.0%
Value $1.145M (-11.5%) Shares 11,339 (-11.4%) Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $709K (-17.2%) Shares 18,788 (-8.9%) Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $2.971M (-4.7%) Shares 22,665 (-16.2%) Est. Cost Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value $1.902M (-7.1%) Shares 31,478 (-3.3%) Est. Cost Unrealized
UNF UNIFIRST CORP MASS 0.0%
Value $432K (-24.9%) Shares 1,719 (-42.3%) Est. Cost Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value $1.63M (-8.1%) Shares 5,392 (-8.1%) Est. Cost Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $564K (-19.9%) Shares 16,057 (-40.0%) Est. Cost Unrealized
CTRE CARETRUST REIT INC 0.0%
Value $535K (-20.4%) Shares 14,432 (-21.6%) Est. Cost Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value $619K (+28.5%) Shares 7,218 (-27.9%) Est. Cost Unrealized
CGNX COGNEX CORP 0.0%
Value $642K (+26.8%) Shares 13,100 (-6.9%) Est. Cost Unrealized
RELX RELX PLC 0.0%
Value $493K (-21.6%) Shares 14,862 (-4.4%) Est. Cost Unrealized
JGRW TRUST FOR PROFESSIONAL MANAG 0.0%
Value $624K (-17.8%) Shares 25,662 (-8.5%) Est. Cost Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value $329K (-29.1%) Shares 8,361 (-18.3%) Est. Cost Unrealized
SHYG ISHARES TR 0.0%
Value $320K (-29.6%) Shares 7,559 (-28.7%) Est. Cost Unrealized
BC BRUNSWICK CORP 0.0%
Value $375K (-26.4%) Shares 5,155 (-24.9%) Est. Cost Unrealized
VMI VALMONT INDS INC 0.0%
Value $497K (-21.3%) Shares 1,241 (-20.8%) Est. Cost Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $393K (-25.4%) Shares 36,232 (-2.5%) Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $1.316M (-9.2%) Shares 8,125 (-1.5%) Est. Cost Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $732K (-15.4%) Shares 17,787 (-18.8%) Est. Cost Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $497K (-21.0%) Shares 8,595 (-1.4%) Est. Cost Unrealized
AZO AUTOZONE INC 0.0%
Value $1.486M (-8.1%) Shares 440 (-7.8%) Est. Cost Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value $2.107M (+6.5%) Shares 24,236 (-2.6%) Est. Cost Unrealized
QYLD GLOBAL X FDS 0.0%
Value $1.473M (-8.0%) Shares 85,868 (-5.2%) Est. Cost Unrealized
BN BROOKFIELD CORP 0.0%
Value $568K (-18.0%) Shares 14,056 (-6.7%) Est. Cost Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value $409K (-23.2%) Shares 5,917 (-21.7%) Est. Cost Unrealized
CIEN CIENA CORP 0.0%
Value $463K (+36.2%) Shares 1,192 (-18.0%) Est. Cost Unrealized
MEDP MEDPACE HLDGS INC 0.0%
Value $317K (-27.7%) Shares 661 (-15.5%) Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $1.524M (-7.3%) Shares 10,292 (-10.2%) Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $243K (-32.8%) Shares 5,120 (-3.1%) Est. Cost Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $946K (-11.0%) Shares 4,693 (-23.0%) Est. Cost Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value $1.581M (-6.7%) Shares 22,545 (-1.5%) Est. Cost Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value $813K (+16.3%) Shares 18,173 (-1.1%) Est. Cost Unrealized
MET METLIFE INC 0.0%
Value $726K (-13.6%) Shares 10,260 (-3.5%) Est. Cost Unrealized
SHV ISHARES TR 0.0%
Value $1.79M (-5.9%) Shares 16,215 (-6.2%) Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $299K (-27.4%) Shares 1,955 (-1.5%) Est. Cost Unrealized
USFR WISDOMTREE TR 0.0%
Value $561K (-16.6%) Shares 11,138 (-16.7%) Est. Cost Unrealized
MTDR MATADOR RES CO 0.0%
Value $538K (+26.2%) Shares 8,516 (-15.2%) Est. Cost Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value $217K (-34.0%) Shares 115 (-24.8%) Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $2.093M (-5.0%) Shares 7,176 (-5.6%) Est. Cost Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $219K (-33.5%) Shares 8,967 (-26.3%) Est. Cost Unrealized
IREN IREN LIMITED 0.0%
Value $532K (-17.2%) Shares 15,518 (-8.7%) Est. Cost Unrealized
AMLP ALPS ETF TR 0.0%
Value $1.22M (+9.9%) Shares 23,167 (-1.8%) Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $402K (-21.4%) Shares 5,652 (-9.4%) Est. Cost Unrealized
SITM SITIME CORP 0.0%
Value $328K (-24.5%) Shares 951 (-22.7%) Est. Cost Unrealized
HOMB HOME BANCSHARES INC 0.0%
Value $442K (-19.3%) Shares 16,409 (-16.7%) Est. Cost Unrealized
IRMD IRADIMED CORP 0.0%
Value $310K (-25.3%) Shares 3,217 (-24.5%) Est. Cost Unrealized
PFF ISHARES TR 0.0%
Value $833K (-11.1%) Shares 27,465 (-9.2%) Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $321K (-24.5%) Shares 1,445 (-41.8%) Est. Cost Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value $359K (+39.9%) Shares 7,021 (-2.9%) Est. Cost Unrealized
GENI GENIUS SPORTS LIMITED 0.0%
Value $47,250 (-68.4%) Shares 10,666 (-21.5%) Est. Cost Unrealized
CBRE CBRE GROUP INC 0.0%
Value $502K (-16.8%) Shares 3,704 (-1.3%) Est. Cost Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value $978K (-9.4%) Shares 19,964 (-11.2%) Est. Cost Unrealized
RMBS RAMBUS INC DEL 0.0%
Value $252K (-28.5%) Shares 2,934 (-23.6%) Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $1.347M (-6.9%) Shares 18,593 (-1.5%) Est. Cost Unrealized
XBJL INNOVATOR ETFS TRUST 0.0%
Value $1.264M (-7.3%) Shares 33,243 (-6.7%) Est. Cost Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $1.032M (-8.6%) Shares 4,344 (-2.7%) Est. Cost Unrealized
PATK PATRICK INDS INC 0.0%
Value $653K (-12.8%) Shares 5,879 (-14.9%) Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $329K (-22.2%) Shares 2,774 (-15.2%) Est. Cost Unrealized
UPWK UPWORK INC 0.0%
Value $111K (-45.6%) Shares 10,156 (-1.6%) Est. Cost Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value $503K (-15.6%) Shares 3,053 (-2.1%) Est. Cost Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $380K (-19.5%) Shares 931 (-12.2%) Est. Cost Unrealized
RPM RPM INTL INC 0.0%
Value $1.354M (-6.4%) Shares 13,624 (-2.0%) Est. Cost Unrealized
IXG ISHARES TR 0.0%
Value $1.074M (-7.9%) Shares 9,418 (-2.4%) Est. Cost Unrealized
TPB TURNING PT BRANDS INC 0.0%
Value $204K (-30.8%) Shares 2,346 (-13.6%) Est. Cost Unrealized
LOW LOWES COS INC 0.1%
Value $2.212M (-3.9%) Shares 9,362 (-1.9%) Est. Cost Unrealized
LRGF ISHARES TR 0.0%
Value $532K (-14.4%) Shares 8,055 (-10.0%) Est. Cost Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $630K (-12.4%) Shares 7,783 (-13.1%) Est. Cost Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value $2.504M (-3.4%) Shares 26,088 (-3.5%) Est. Cost Unrealized
COWZ PACER FDS TR 0.0%
Value $1.563M (-5.4%) Shares 24,985 (-8.0%) Est. Cost Unrealized
IBDR ISHARES TR 0.2%
Value $5.911M (-1.5%) Shares 243,863 (-1.5%) Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $502K (-14.7%) Shares 853 (-9.7%) Est. Cost Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $253K (-25.4%) Shares 7,915 (-29.3%) Est. Cost Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $554K (+18.3%) Shares 7,612 (-1.8%) Est. Cost Unrealized
SMCO TIDAL TRUST II 0.1%
Value $3.241M (-2.5%) Shares 119,229 (-3.9%) Est. Cost Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $326K (-20.3%) Shares 4,789 (-2.2%) Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $366K (-18.3%) Shares 11,434 (-5.6%) Est. Cost Unrealized
TJX TJX COS INC NEW 0.2%
Value $6.521M (+1.3%) Shares 40,836 (-2.6%) Est. Cost Unrealized
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $1.135M (+7.6%) Shares 37,880 (-1.7%) Est. Cost Unrealized
CB CHUBB LTD SWITZ 0.0%
Value $1.733M (-4.4%) Shares 5,301 (-8.4%) Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $366K (-17.8%) Shares 5,527 (-13.0%) Est. Cost Unrealized
URTH ISHARES INC 0.0%
Value $666K (-10.6%) Shares 3,700 (-7.8%) Est. Cost Unrealized
MRK MERCK & CO INC 0.4%
Value $16.38M (+0.5%) Shares 135,191 (-11.6%) Est. Cost Unrealized
BCS BARCLAYS PLC 0.0%
Value $227K (-25.2%) Shares 10,749 (-10.1%) Est. Cost Unrealized
AFL AFLAC INC 0.0%
Value $517K (-12.9%) Shares 4,713 (-12.4%) Est. Cost Unrealized
CPK CHESAPEAKE UTILS CORP 0.0%
Value $306K (-19.8%) Shares 2,406 (-20.8%) Est. Cost Unrealized
SDY SPDR SERIES TRUST 0.1%
Value $3.354M (-2.2%) Shares 22,981 (-6.7%) Est. Cost Unrealized
MGK VANGUARD WORLD FD 0.0%
Value $495K (-12.8%) Shares 1,347 (-2.0%) Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $291K (-20.0%) Shares 5,201 (-10.6%) Est. Cost Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $281K (+34.6%) Shares 2,435 (-4.8%) Est. Cost Unrealized
MTRN MATERION CORP 0.0%
Value $370K (-16.3%) Shares 2,556 (-28.1%) Est. Cost Unrealized
STE STERIS PLC 0.0%
Value $378K (-15.8%) Shares 1,710 (-3.5%) Est. Cost Unrealized
TVTX TRAVERE THERAPEUTICS INC 0.0%
Value $204K (-25.9%) Shares 6,859 (-4.7%) Est. Cost Unrealized
UMH UMH PPTYS INC 0.0%
Value $158K (-31.1%) Shares 10,930 (-24.0%) Est. Cost Unrealized
IBTG ISHARES TR 0.0%
Value $581K (-10.8%) Shares 25,343 (-10.9%) Est. Cost Unrealized
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value $637K (-9.9%) Shares 30,071 (-2.5%) Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 0.0%
Value $298K (-18.8%) Shares 2,140 (-9.1%) Est. Cost Unrealized
SCVL SHOE CARNIVAL INC 0.0%
Value $204K (-25.2%) Shares 13,092 (-19.0%) Est. Cost Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $380K (-15.3%) Shares 7,909 (-14.8%) Est. Cost Unrealized
HXL HEXCEL CORP NEW 0.0%
Value $469K (-12.7%) Shares 5,794 (-20.3%) Est. Cost Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $1.301M (+5.3%) Shares 24,862 (-1.0%) Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $1.712M (-3.6%) Shares 3,833 (-2.2%) Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $807K (-7.4%) Shares 3,027 (-8.6%) Est. Cost Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $243K (-20.7%) Shares 1,317 (-28.1%) Est. Cost Unrealized
AAON AAON INC 0.0%
Value $358K (-15.1%) Shares 4,329 (-21.7%) Est. Cost Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value $526K (-10.5%) Shares 7,321 (-6.9%) Est. Cost Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value $453K (+15.6%) Shares 2,634 (-3.6%) Est. Cost Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $1.741M (+3.6%) Shares 56,739 (-7.4%) Est. Cost Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $239K (-20.1%) Shares 1,513 (-7.7%) Est. Cost Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value $241K (-19.9%) Shares 2,842 (-19.5%) Est. Cost Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $125K (-32.2%) Shares 10,970 (-24.1%) Est. Cost Unrealized
INCY INCYTE CORP 0.0%
Value $336K (-15.0%) Shares 3,574 (-10.8%) Est. Cost Unrealized
MSA MSA SAFETY INC 0.0%
Value $274K (-17.8%) Shares 1,671 (-19.7%) Est. Cost Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value $228K (-20.6%) Shares 13,127 (-13.9%) Est. Cost Unrealized
LKFN LAKELAND FINL CORP 0.0%
Value $408K (-12.5%) Shares 7,119 (-13.0%) Est. Cost Unrealized
GCOW PACER FDS TR 0.0%
Value $1.092M (+5.6%) Shares 23,625 (-3.6%) Est. Cost Unrealized
ARW ARROW ELECTRS INC 0.0%
Value $259K (+28.6%) Shares 1,808 (-1.2%) Est. Cost Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $212K (-21.2%) Shares 2,986 (-22.8%) Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $3.009M (+1.9%) Shares 49,618 (-9.4%) Est. Cost Unrealized
EATON VANCE TAX ADVT DIV INC 0.0%
Value $532K (-9.4%) Shares 21,650 (-7.1%) Est. Cost Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value $377K (-12.7%) Shares 6,087 (-16.5%) Est. Cost Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value $218K (-19.9%) Shares 2,560 (-7.2%) Est. Cost Unrealized
ETSY ETSY INC 0.0%
Value $340K (-13.7%) Shares 6,796 (-4.3%) Est. Cost Unrealized
XYL XYLEM INC 0.0%
Value $285K (-15.8%) Shares 2,389 (-4.1%) Est. Cost Unrealized
PCG PG&E CORP 0.0%
Value $210K (-20.2%) Shares 11,923 (-27.0%) Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $1.325M (+4.1%) Shares 21,568 (-4.0%) Est. Cost Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.008M (-4.9%) Shares 24,846 (-1.9%) Est. Cost Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value $720K (-6.6%) Shares 7,452 (-8.9%) Est. Cost Unrealized
CNS COHEN & STEERS INC 0.0%
Value $303K (-14.3%) Shares 4,847 (-14.0%) Est. Cost Unrealized
USXF ISHARES TR 0.0%
Value $749K (-6.3%) Shares 13,574 (-2.2%) Est. Cost Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value $1.953M (-2.5%) Shares 80,785 (-1.6%) Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $310K (-13.9%) Shares 655 (-15.0%) Est. Cost Unrealized
MC MOELIS & CO 0.0%
Value $219K (-18.5%) Shares 3,850 (-1.7%) Est. Cost Unrealized
VALE VALE S A 0.0%
Value $441K (+12.5%) Shares 27,693 (-6.8%) Est. Cost Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $425K (-10.2%) Shares 5,921 (-18.6%) Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $1.326M (-3.5%) Shares 14,953 (-3.7%) Est. Cost Unrealized
ECG EVERUS CONSTR GROUP 0.0%
Value $503K (-8.7%) Shares 4,259 (-33.9%) Est. Cost Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value $222K (-17.8%) Shares 2,407 (-18.8%) Est. Cost Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value $521K (-8.4%) Shares 4,878 (-3.6%) Est. Cost Unrealized
XME SPDR SERIES TRUST 0.1%
Value $2.056M (+2.4%) Shares 19,031 (-1.8%) Est. Cost Unrealized
IWM ISHARES TR 0.2%
Value $6.343M (-0.7%) Shares 25,575 (-1.4%) Est. Cost Unrealized
MPLX MPLX LP 0.0%
Value $1.602M (-2.7%) Shares 28,065 (-9.0%) Est. Cost Unrealized
EMB ISHARES TR 0.0%
Value $752K (-5.5%) Shares 8,006 (-3.1%) Est. Cost Unrealized
ALC ALCON AG 0.0%
Value $524K (-7.7%) Shares 6,958 (-2.2%) Est. Cost Unrealized
TKO TKO GROUP HOLDINGS INC 0.0%
Value $647K (-6.3%) Shares 3,209 (-2.9%) Est. Cost Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $181K (-19.4%) Shares 23,742 (-14.1%) Est. Cost Unrealized
OMAH TIDAL TRUST III 0.0%
Value $350K (-10.9%) Shares 19,430 (-7.4%) Est. Cost Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value $677K (-5.9%) Shares 13,578 (-5.2%) Est. Cost Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value $1.005M (-4.1%) Shares 13,633 (-1.6%) Est. Cost Unrealized
FLXR TCW ETF TRUST 0.0%
Value $514K (-7.5%) Shares 13,092 (-6.8%) Est. Cost Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $292K (+16.3%) Shares 493 (-4.5%) Est. Cost Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $491K (-7.6%) Shares 4,577 (-5.6%) Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $529K (+8.2%) Shares 874 (-8.7%) Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value $1.282M (-3.0%) Shares 16,116 (-1.7%) Est. Cost Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value $425K (-8.5%) Shares 2,654 (-18.0%) Est. Cost Unrealized
RVTY REVVITY INC 0.0%
Value $217K (-15.1%) Shares 2,477 (-6.2%) Est. Cost Unrealized
BLACKROCK MULTI SECTOR INC T 0.0%
Value $285K (-11.9%) Shares 22,767 (-8.1%) Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $744K (-4.8%) Shares 9,108 (-7.5%) Est. Cost Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $505K (+8.1%) Shares 6,627 (-31.1%) Est. Cost Unrealized
KR KROGER CO 0.0%
Value $445K (+9.2%) Shares 6,151 (-5.7%) Est. Cost Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $563K (+6.9%) Shares 2,213 (-6.6%) Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $735K (-4.7%) Shares 1,764 (-11.0%) Est. Cost Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $1.13M (-3.0%) Shares 8,850 (-7.4%) Est. Cost Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value $277K (-11.3%) Shares 5,013 (-12.3%) Est. Cost Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $677K (+5.4%) Shares 11,455 (-1.4%) Est. Cost Unrealized
UUUU ENERGY FUELS INC 0.0%
Value $188K (+22.7%) Shares 10,311 (-2.2%) Est. Cost Unrealized
EQT EQT CORP 0.0%
Value $1.301M (+2.7%) Shares 20,438 (-13.5%) Est. Cost Unrealized
ACWV ISHARES INC 0.0%
Value $1.085M (-3.0%) Shares 9,078 (-3.6%) Est. Cost Unrealized
IWN ISHARES TR 0.1%
Value $2.199M (+1.5%) Shares 11,599 (-3.0%) Est. Cost Unrealized
NEU NEWMARKET CORP 0.0%
Value $258K (-11.1%) Shares 401 (-4.8%) Est. Cost Unrealized
ESGD ISHARES TR 0.0%
Value $355K (-8.3%) Shares 3,710 (-8.8%) Est. Cost Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value $491K (+6.9%) Shares 8,518 (-1.5%) Est. Cost Unrealized
USPH U S PHYSICAL THERAPY 0.0%
Value $356K (-8.0%) Shares 4,726 (-4.7%) Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $305K (-9.2%) Shares 6,217 (-19.3%) Est. Cost Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value $567K (+5.7%) Shares 5,195 (-21.4%) Est. Cost Unrealized
BLACKROCK FLOATING RATE INC 0.0%
Value $265K (-10.3%) Shares 24,644 (-5.6%) Est. Cost Unrealized
EE EXCELERATE ENERGY INC 0.0%
Value $390K (-7.2%) Shares 11,664 (-22.1%) Est. Cost Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value $755K (-3.9%) Shares 11,984 (-4.8%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $1.052M (-2.8%) Shares 3,216 (-7.8%) Est. Cost Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.4M (-2.1%) Shares 8,446 (-7.5%) Est. Cost Unrealized
SXI STANDEX INTL CORP 0.0%
Value $308K (-8.8%) Shares 1,207 (-22.3%) Est. Cost Unrealized
CAFX PROFESIONALLY MANAGED PORTFO 0.0%
Value $614K (-4.6%) Shares 24,742 (-3.8%) Est. Cost Unrealized
ILMN ILLUMINA INC 0.0%
Value $337K (-7.9%) Shares 2,731 (-2.0%) Est. Cost Unrealized
EVO EVOTEC AG 0.0%
Value $61,023 (-31.8%) Shares 24,409 (-16.0%) Est. Cost Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $324K (-8.0%) Shares 12,635 (-3.4%) Est. Cost Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $271K (-9.3%) Shares 1,606 (-2.0%) Est. Cost Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value $126K (-17.0%) Shares 41,114 (-3.8%) Est. Cost Unrealized
PSMT PRICESMART INC 0.0%
Value $557K (-4.4%) Shares 3,703 (-22.0%) Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $3.582M (+0.7%) Shares 15,588 (-3.7%) Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value $3.664M (+0.7%) Shares 65,066 (-5.5%) Est. Cost Unrealized
AZZ AZZ INC 0.0%
Value $290K (-7.9%) Shares 2,315 (-21.1%) Est. Cost Unrealized
HLN HALEON PLC 0.0%
Value $175K (-12.3%) Shares 17,493 (-11.4%) Est. Cost Unrealized
DINO HF SINCLAIR CORP 0.0%
Value $267K (+10.1%) Shares 4,284 (-18.7%) Est. Cost Unrealized
IBHF ISHARES TR 0.0%
Value $618K (-3.7%) Shares 26,916 (-3.1%) Est. Cost Unrealized
EEMV ISHARES INC 0.0%
Value $872K (-2.5%) Shares 13,464 (-3.5%) Est. Cost Unrealized
CLEARBRIDGE ENERGY MIDSTREAM 0.0%
Value $227K (+10.6%) Shares 4,294 (-6.5%) Est. Cost Unrealized
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value $267K (-7.5%) Shares 4,239 (-10.2%) Est. Cost Unrealized
DOV DOVER CORP 0.0%
Value $654K (+3.3%) Shares 3,139 (-3.2%) Est. Cost Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.818M (-1.1%) Shares 38,895 (-1.3%) Est. Cost Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value $199K (-9.4%) Shares 10,273 (-15.4%) Est. Cost Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value $931K (-2.2%) Shares 32,474 (-1.6%) Est. Cost Unrealized
AGNC AGNC INVT CORP 0.0%
Value $102K (-16.1%) Shares 10,054 (-10.4%) Est. Cost Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $451K (+4.5%) Shares 3,290 (-3.4%) Est. Cost Unrealized
PRDO PERDOCEO ED CORP 0.0%
Value $1.102M (+1.8%) Shares 29,624 (-19.8%) Est. Cost Unrealized
TLT ISHARES TR 0.0%
Value $930K (-2.0%) Shares 10,732 (-1.5%) Est. Cost Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value $199K (-8.8%) Shares 11,487 (-5.6%) Est. Cost Unrealized
CTBI COMMUNITY TR BANCORP INC 0.0%
Value $617K (+3.0%) Shares 10,066 (-4.1%) Est. Cost Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $514K (-3.2%) Shares 4,216 (-5.9%) Est. Cost Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value $235K (+7.9%) Shares 7,475 (-16.6%) Est. Cost Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value $299K (+6.0%) Shares 12,318 (-16.4%) Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $477K (-3.4%) Shares 5,258 (-4.0%) Est. Cost Unrealized
NTAP NETAPP INC 0.0%
Value $248K (-6.3%) Shares 2,421 (-2.0%) Est. Cost Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $203K (-7.6%) Shares 499 (-30.5%) Est. Cost Unrealized
BWX SPDR SERIES TRUST 0.0%
Value $362K (-4.2%) Shares 16,507 (-1.7%) Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $422K (+3.8%) Shares 5,145 (-1.6%) Est. Cost Unrealized
DK DELEK US HLDGS INC NEW 0.0%
Value $387K (-3.8%) Shares 8,595 (-36.7%) Est. Cost Unrealized
FLEX FLEXTRONICS INTL LTD 0.0%
Value $675K (-2.2%) Shares 10,304 (-9.7%) Est. Cost Unrealized
NXT NEXTPOWER INC 0.0%
Value $222K (+7.1%) Shares 1,845 (-22.6%) Est. Cost Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value $276K (-4.9%) Shares 1,351 (-5.2%) Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $1.187M (-1.2%) Shares 8,720 (-5.2%) Est. Cost Unrealized
YOU CLEAR SECURE INC 0.0%
Value $532K (+2.6%) Shares 10,990 (-25.6%) Est. Cost Unrealized
FHI FEDERATED HERMES INC 0.0%
Value $241K (+6.0%) Shares 4,246 (-2.7%) Est. Cost Unrealized
KBE SPDR SERIES TRUST 0.0%
Value $372K (-3.4%) Shares 6,253 (-1.6%) Est. Cost Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.0%
Value $235K (-4.8%) Shares 5,582 (-5.0%) Est. Cost Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value $963K (-1.2%) Shares 8,384 (-1.6%) Est. Cost Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $225K (-4.7%) Shares 2,174 (-5.5%) Est. Cost Unrealized
FLR FLUOR CORP 0.0%
Value $204K (-5.0%) Shares 4,383 (-19.3%) Est. Cost Unrealized
ASCE ALLSPRING EXCHANGE TRADED FU 0.1%
Value $5.132M (+0.2%) Shares 183,881 (-3.7%) Est. Cost Unrealized
WEX WEX INC 0.0%
Value $681K (-1.4%) Shares 4,449 (-4.1%) Est. Cost Unrealized
KLIC KULICKE & SOFFA INDS INC 0.0%
Value $444K (-2.1%) Shares 6,741 (-32.0%) Est. Cost Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $258K (-3.3%) Shares 13,602 (-2.0%) Est. Cost Unrealized
MTB M & T BK CORP 0.0%
Value $541K (+1.6%) Shares 2,615 (-1.0%) Est. Cost Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $708K (-1.1%) Shares 3,259 (-3.5%) Est. Cost Unrealized
WCC WESCO INTL INC 0.0%
Value $864K (+0.9%) Shares 3,158 (-9.8%) Est. Cost Unrealized
SNA SNAP ON INC 0.0%
Value $444K (+1.7%) Shares 1,222 (-3.5%) Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value $313K (+2.3%) Shares 18,462 (-4.4%) Est. Cost Unrealized
SKT TANGER INC 0.0%
Value $201K (-3.3%) Shares 5,904 (-5.0%) Est. Cost Unrealized
POST POST HLDGS INC 0.0%
Value $210K (-2.8%) Shares 2,123 (-2.6%) Est. Cost Unrealized
CSL CARLISLE COS INC 0.0%
Value $234K (+2.4%) Shares 701 (-1.8%) Est. Cost Unrealized
WY WEYERHAEUSER CO 0.0%
Value $407K (-1.2%) Shares 16,674 (-4.2%) Est. Cost Unrealized
ESQ ESQUIRE FINL HLDGS INC 0.0%
Value $295K (+1.7%) Shares 2,742 (-3.5%) Est. Cost Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value $744K (-0.6%) Shares 2,746 (-4.8%) Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $1.659M (-0.2%) Shares 9,204 (-13.7%) Est. Cost Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $1.028M (+0.4%) Shares 18,815 (-1.2%) Est. Cost Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value $212K (+1.8%) Shares 2,154 (-6.9%) Est. Cost Unrealized
SIXG ETF SER SOLUTIONS 0.0%
Value $492K (+0.7%) Shares 7,223 (-5.7%) Est. Cost Unrealized
GGG GRACO INC 0.0%
Value $243K (+1.0%) Shares 2,868 (-2.2%) Est. Cost Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value $419K (-0.5%) Shares 5,160 (-7.4%) Est. Cost Unrealized
INGR INGREDION INC 0.0%
Value $213K (+0.3%) Shares 1,891 (-1.8%) Est. Cost Unrealized
URG UR-ENERGY INC 0.0%
Value $38,740 (+1.3%) Shares 26,000 (-5.5%) Est. Cost Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value $1.09M (-0.0%) Shares 11,358 (-3.7%) Est. Cost Unrealized

Unchanged Positions (200)

AAPL APPLE INC 4.3%
Value $163M Shares 644,037 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 3.7%
Value $140M Shares 804,679 Est. Cost Unrealized
ORCL ORACLE CORP 0.4%
Value $14.57M Shares 99,042 Est. Cost Unrealized
ASML ASML HLDG NV 0.2%
Value $9.402M Shares 7,118 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value $15.49M Shares 35,458 Est. Cost Unrealized
TSLL DIREXION SHARES ETF TRUST 0.1%
Value $2.488M Shares 204,773 Est. Cost Unrealized
ABBV ABBVIE INC 0.7%
Value $25.7M Shares 118,163 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $5.674M Shares 18,758 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.3%
Value $10.59M Shares 157,952 Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value $1.923M Shares 27,747 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $4.378M Shares 12,810 Est. Cost Unrealized
BLK BLACKROCK INC 0.2%
Value $9.198M Shares 9,564 Est. Cost Unrealized
LBRT LIBERTY ENERGY INC 0.1%
Value $2.343M Shares 81,366 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value $4.771M Shares 6,993 Est. Cost Unrealized
ARM ARM HOLDINGS PLC 0.1%
Value $2.541M Shares 16,799 Est. Cost Unrealized
OEF ISHARES TR 0.3%
Value $9.627M Shares 30,266 Est. Cost Unrealized
EATON VANCE TAX-MANAGED GLOB 0.2%
Value $5.69M Shares 657,084 Est. Cost Unrealized
SHEL SHELL PLC 0.1%
Value $2.822M Shares 30,348 Est. Cost Unrealized
SMH VANECK ETF TRUST 0.3%
Value $10.11M Shares 26,372 Est. Cost Unrealized
DYNF BLACKROCK ETF TRUST 0.4%
Value $15.8M Shares 271,634 Est. Cost Unrealized
KO COCA COLA CO 0.2%
Value $6.344M Shares 82,838 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.1%
Value $2.759M Shares 34,661 Est. Cost Unrealized
TER TERADYNE INC 0.0%
Value $1.16M Shares 3,914 Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $2.44M Shares 24,631 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $2.452M Shares 7,708 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $4.576M Shares 26,382 Est. Cost Unrealized
RBRK RUBRIK INC. 0.0%
Value $581K Shares 11,869 Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $3.265M Shares 29,957 Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value $11.3M Shares 57,615 Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value $2.687M Shares 23,741 Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $1.382M Shares 15,002 Est. Cost Unrealized
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value $810K Shares 10,738 Est. Cost Unrealized
ONON ON HLDG AG 0.0%
Value $743K Shares 21,846 Est. Cost Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.6%
Value $21.32M Shares 283,594 Est. Cost Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $1.85M Shares 26,347 Est. Cost Unrealized
APH AMPHENOL CORP 0.1%
Value $2.748M Shares 21,707 Est. Cost Unrealized
SO SOUTHERN CO 0.1%
Value $1.93M Shares 19,995 Est. Cost Unrealized
HDV ISHARES TR 0.0%
Value $1.795M Shares 13,229 Est. Cost Unrealized
DJP BARCLAYS BANK PLC 0.0%
Value $933K Shares 19,390 Est. Cost Unrealized
CME CME GROUP INC 0.1%
Value $2.664M Shares 9,021 Est. Cost Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value $8.085M Shares 316,456 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $2.939M Shares 11,221 Est. Cost Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value $7.263M Shares 132,226 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $1.635M Shares 1,296 Est. Cost Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $8.405M Shares 148,284 Est. Cost Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value $711K Shares 15,388 Est. Cost Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $1.144M Shares 49,582 Est. Cost Unrealized
FNGS BANK MONTREAL MEDIUM 0.0%
Value $1.04M Shares 17,450 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $2.873M Shares 4 Est. Cost Unrealized
ZS ZSCALER INC 0.0%
Value $244K Shares 1,736 Est. Cost Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $1.416M Shares 12,610 Est. Cost Unrealized
SRE SEMPRA 0.0%
Value $1.375M Shares 14,055 Est. Cost Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value $1.416M Shares 33,889 Est. Cost Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.3%
Value $11.47M Shares 225,020 Est. Cost Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value $389K Shares 6,816 Est. Cost Unrealized
XEL XCEL ENERGY INC 0.0%
Value $1.369M Shares 17,103 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $835K Shares 18,437 Est. Cost Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value $1.172M Shares 15,544 Est. Cost Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $476K Shares 16,571 Est. Cost Unrealized
USMV ISHARES TR 0.2%
Value $9.311M Shares 100,402 Est. Cost Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $1.669M Shares 7,433 Est. Cost Unrealized
NTRA NATERA INC 0.0%
Value $587K Shares 2,934 Est. Cost Unrealized
IYZ ISHARES TR 0.0%
Value $593K Shares 15,094 Est. Cost Unrealized
IBTI ISHARES TR 0.2%
Value $8.521M Shares 382,400 Est. Cost Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value $1.971M Shares 111,355 Est. Cost Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $1.526M Shares 5,106 Est. Cost Unrealized
COO COOPER COS INC 0.0%
Value $542K Shares 7,585 Est. Cost Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.895M Shares 15,696 Est. Cost Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $1.646M Shares 8,931 Est. Cost Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value $347K Shares 4,695 Est. Cost Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.227M Shares 11,397 Est. Cost Unrealized
FXI ISHARES TR 0.0%
Value $1.068M Shares 29,752 Est. Cost Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $1.032M Shares 14,217 Est. Cost Unrealized
USB US BANCORP 0.1%
Value $2.494M Shares 47,469 Est. Cost Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $2.918M Shares 4,720 Est. Cost Unrealized
NDSN NORDSON CORP 0.0%
Value $697K Shares 2,611 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $678K Shares 4,671 Est. Cost Unrealized
VIS VANGUARD WORLD FD 0.0%
Value $1.827M Shares 5,850 Est. Cost Unrealized
ALLY ALLY FINL INC 0.0%
Value $390K Shares 9,951 Est. Cost Unrealized
IUSG ISHARES TR 0.0%
Value $775K Shares 4,995 Est. Cost Unrealized
IBDT ISHARES TR 0.3%
Value $12.8M Shares 505,405 Est. Cost Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $935K Shares 15,626 Est. Cost Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value $357K Shares 6,439 Est. Cost Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $2.727M Shares 36,315 Est. Cost Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $281K Shares 2,573 Est. Cost Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value $1.204M Shares 13,917 Est. Cost Unrealized
RUM RUMBLE INC 0.0%
Value $220K Shares 43,200 Est. Cost Unrealized
STRV EA SERIES TRUST 0.0%
Value $1.063M Shares 25,321 Est. Cost Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $393K Shares 3,097 Est. Cost Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value $169K Shares 11,436 Est. Cost Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value $731K Shares 10,458 Est. Cost Unrealized
OSPN ONESPAN INC 0.0%
Value $200K Shares 19,000 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $1.789M Shares 8,466 Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $4.882M Shares 23,722 Est. Cost Unrealized
BAUG INNOVATOR ETFS TRUST 0.0%
Value $1.631M Shares 33,391 Est. Cost Unrealized
IBDV ISHARES TR 0.3%
Value $9.628M Shares 439,815 Est. Cost Unrealized
MUB ISHARES TR 0.1%
Value $3.13M Shares 29,482 Est. Cost Unrealized
IMMX IMMIX BIOPHARMA INC 0.0%
Value $91,100 Shares 10,000 Est. Cost Unrealized
XBJA INNOVATOR ETFS TRUST 0.0%
Value $1.755M Shares 56,106 Est. Cost Unrealized
IBDS ISHARES TR 0.2%
Value $5.937M Shares 244,941 Est. Cost Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value $1.586M Shares 32,976 Est. Cost Unrealized
IYM ISHARES TR 0.0%
Value $307K Shares 1,743 Est. Cost Unrealized
MCHI ISHARES TR 0.0%
Value $549K Shares 9,775 Est. Cost Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $259K Shares 20,102 Est. Cost Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $2.602M Shares 20,293 Est. Cost Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.442M Shares 74,054 Est. Cost Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $515K Shares 2,599 Est. Cost Unrealized
VMC VULCAN MATLS CO 0.0%
Value $582K Shares 2,137 Est. Cost Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $333K Shares 2,684 Est. Cost Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $1.218M Shares 18,542 Est. Cost Unrealized
IJS ISHARES TR 0.0%
Value $738K Shares 6,227 Est. Cost Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $908K Shares 10,263 Est. Cost Unrealized
NAGE NIAGEN BIOSCIENCE INC 0.0%
Value $66,150 Shares 15,000 Est. Cost Unrealized
FBCG FIDELITY COVINGTON TRUST 0.0%
Value $311K Shares 6,197 Est. Cost Unrealized
NRG NRG ENERGY INC 0.0%
Value $344K Shares 2,353 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value $307K Shares 5,099 Est. Cost Unrealized
PSTG EVERPURE INC 0.0%
Value $203K Shares 3,440 Est. Cost Unrealized
SHY ISHARES TR 0.1%
Value $5.002M Shares 60,581 Est. Cost Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $512K Shares 4,287 Est. Cost Unrealized
MHK MOHAWK INDS INC 0.0%
Value $242K Shares 2,461 Est. Cost Unrealized
NUE NUCOR CORP 0.0%
Value $835K Shares 4,922 Est. Cost Unrealized
IBTK ISHARES TR 0.2%
Value $8.858M Shares 449,180 Est. Cost Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value $45,019 Shares 10,848 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $2.423M Shares 8,758 Est. Cost Unrealized
XBOC INNOVATOR ETFS TRUST 0.0%
Value $1.047M Shares 31,850 Est. Cost Unrealized
DON WISDOMTREE TR 0.0%
Value $1.381M Shares 26,281 Est. Cost Unrealized
CATY CATHAY GEN BANCORP 0.0%
Value $696K Shares 13,968 Est. Cost Unrealized
CWS ADVISORSHARES TR 0.0%
Value $331K Shares 5,110 Est. Cost Unrealized
KRMA GLOBAL X FDS 0.0%
Value $289K Shares 6,950 Est. Cost Unrealized
IYJ ISHARES TR 0.0%
Value $1.687M Shares 11,431 Est. Cost Unrealized
DBEF DBX ETF TR 0.0%
Value $732K Shares 14,827 Est. Cost Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $233K Shares 2,413 Est. Cost Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value $270K Shares 4,846 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value $5.225M Shares 39,877 Est. Cost Unrealized
FXD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $252K Shares 3,943 Est. Cost Unrealized
TMFE RBB FD INC 0.0%
Value $237K Shares 8,715 Est. Cost Unrealized
ACWI ISHARES TR 0.0%
Value $821K Shares 5,930 Est. Cost Unrealized
BLACKSTONE STRATEGIC CRED 20 0.0%
Value $225K Shares 20,138 Est. Cost Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value $1.168M Shares 9,109 Est. Cost Unrealized
SDOG ALPS ETF TR 0.0%
Value $224K Shares 3,449 Est. Cost Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value $501K Shares 10,361 Est. Cost Unrealized
ICVT ISHARES TR 0.0%
Value $493K Shares 4,841 Est. Cost Unrealized
BOCT INNOVATOR ETFS TRUST 0.0%
Value $444K Shares 9,243 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $285K Shares 11,355 Est. Cost Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value $318K Shares 6,660 Est. Cost Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value $263K Shares 12,264 Est. Cost Unrealized
CATH GLOBAL X FDS 0.0%
Value $219K Shares 2,800 Est. Cost Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $225K Shares 2,182 Est. Cost Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $314K Shares 8,149 Est. Cost Unrealized
CWB SPDR SERIES TRUST 0.0%
Value $557K Shares 6,088 Est. Cost Unrealized
INTF ISHARES TR 0.0%
Value $373K Shares 9,582 Est. Cost Unrealized
IGSB ISHARES TR 0.0%
Value $1.876M Shares 35,692 Est. Cost Unrealized
BLACKROCK ENHANCED GLOBAL 0.0%
Value $192K Shares 17,517 Est. Cost Unrealized
BFEB INNOVATOR ETFS TRUST 0.0%
Value $524K Shares 10,994 Est. Cost Unrealized
IBTL ISHARES TR 0.2%
Value $8.168M Shares 400,392 Est. Cost Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $836K Shares 6,156 Est. Cost Unrealized
IYY ISHARES TR 0.0%
Value $200K Shares 1,263 Est. Cost Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value $213K Shares 3,009 Est. Cost Unrealized
IAPR INNOVATOR ETFS TRUST 0.0%
Value $312K Shares 9,865 Est. Cost Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $219K Shares 1,958 Est. Cost Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $245K Shares 7,909 Est. Cost Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value $565K Shares 20,755 Est. Cost Unrealized
IJT ISHARES TR 0.0%
Value $291K Shares 2,009 Est. Cost Unrealized
IAT ISHARES TR 0.0%
Value $292K Shares 5,430 Est. Cost Unrealized
NUVEEN CALIF AMT FREE MUNI I 0.0%
Value $173K Shares 14,458 Est. Cost Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value $219K Shares 1,378 Est. Cost Unrealized
NJAN INNOVATOR ETFS TRUST 0.0%
Value $221K Shares 4,135 Est. Cost Unrealized
JMSB JOHN MARSHALL BANCORP INC 0.0%
Value $426K Shares 21,017 Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.27M Shares 23,497 Est. Cost Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value $127K Shares 11,709 Est. Cost Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $181K Shares 11,204 Est. Cost Unrealized
HYHG PROSHARES TR 0.0%
Value $430K Shares 6,742 Est. Cost Unrealized
TIP ISHARES TR 0.0%
Value $1.69M Shares 15,315 Est. Cost Unrealized
LOOP LOOP INDS INC 0.0%
Value $14,300 Shares 10,000 Est. Cost Unrealized
IBTJ ISHARES TR 0.0%
Value $940K Shares 43,022 Est. Cost Unrealized
BBD BANCO BRADESCO S A 0.0%
Value $56,749 Shares 15,000 Est. Cost Unrealized
QAI NEW YORK LIFE INVESTMENTS ET 0.0%
Value $968K Shares 28,366 Est. Cost Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $228K Shares 4,672 Est. Cost Unrealized
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value $107K Shares 10,291 Est. Cost Unrealized
IBMR ISHARES TR 0.0%
Value $786K Shares 31,000 Est. Cost Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $256K Shares 9,150 Est. Cost Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value $267K Shares 8,869 Est. Cost Unrealized
CALF PACER FDS TR 0.0%
Value $575K Shares 12,813 Est. Cost Unrealized
ISEP INNOVATOR ETFS TRUST 0.0%
Value $335K Shares 10,203 Est. Cost Unrealized
IGIB ISHARES TR 0.0%
Value $212K Shares 3,974 Est. Cost Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $419K Shares 20,985 Est. Cost Unrealized
NUVEEN CA DIVI ADV MUN 0.0%
Value $236K Shares 20,127 Est. Cost Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $508K Shares 10,170 Est. Cost Unrealized
IBMP ISHARES TR 0.0%
Value $789K Shares 31,000 Est. Cost Unrealized
IBMQ ISHARES TR 0.0%
Value $791K Shares 31,000 Est. Cost Unrealized
IJAN INNOVATOR ETFS TRUST 0.0%
Value $345K Shares 9,516 Est. Cost Unrealized
VFLO VICTORY PORTFOLIOS II 0.0%
Value $397K Shares 10,055 Est. Cost Unrealized
GENERAL AMERN INVS CO INC 0.0%
Value $222K Shares 3,793 Est. Cost Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value $309K Shares 11,776 Est. Cost Unrealized
SLQD ISHARES TR 0.0%
Value $200K Shares 3,964 Est. Cost Unrealized
BMAY INNOVATOR ETFS TRUST 0.0%
Value $472K Shares 10,524 Est. Cost Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value $133K Shares 14,756 Est. Cost Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value $358K Shares 7,805 Est. Cost Unrealized
IMTM ISHARES TR 0.0%
Value $384K Shares 8,000 Est. Cost Unrealized
IBMO ISHARES TR 0.0%
Value $812K Shares 31,700 Est. Cost Unrealized