Summit Financial, LLC Diversified Active

Location: PARSIPPANY, NJ

CIK: 0001765536 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $7.849B (100.0% shares, 0.0% debt)

Holdings (1,397)

New Positions (201)

SPMB SPDR SERIES TRUST 0.2%
Value $15.07M Shares 672,888 Est. Cost Unrealized
JSCP J P MORGAN EXCHANGE TRADED F 0.2%
Value $13.2M Shares 279,158 Est. Cost Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value $11.38M Shares 227,808 Est. Cost Unrealized
MDYV SPDR SERIES TRUST 0.1%
Value $11M Shares 129,193 Est. Cost Unrealized
MDYG SPDR SERIES TRUST 0.1%
Value $10.91M Shares 113,731 Est. Cost Unrealized
SPTI SPDR SERIES TRUST 0.1%
Value $7.696M Shares 268,510 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value $7.586M Shares 42,021 Est. Cost Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value $6.836M Shares 72,986 Est. Cost Unrealized
MISL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $6.659M Shares 148,944 Est. Cost Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value $6.279M Shares 10,589 Est. Cost Unrealized
JNK SPDR SERIES TRUST 0.1%
Value $6.008M Shares 62,765 Est. Cost Unrealized
TPH TRI POINTE HOMES INC 0.1%
Value $5.749M Shares 123,017 Est. Cost Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value $5.732M Shares 24,828 Est. Cost Unrealized
AGZ ISHARES TR 0.1%
Value $5.73M Shares 52,232 Est. Cost Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value $5.236M Shares 52,432 Est. Cost Unrealized
EMBJ EMBRAER S.A. 0.1%
Value $5.049M Shares 85,082 Est. Cost Unrealized
CORO BLACKROCK ETF TRUST 0.1%
Value $4.861M Shares 151,170 Est. Cost Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value $4.545M Shares 127,920 Est. Cost Unrealized
IAUM ISHARES GOLD TR 0.1%
Value $4.522M Shares 96,840 Est. Cost Unrealized
DFSV DIMENSIONAL ETF TRUST 0.1%
Value $4.228M Shares 120,664 Est. Cost Unrealized
OTF BLUE OWL TECHNOLOGY FIN CORP 0.1%
Value $4.091M Shares 319,886 Est. Cost Unrealized
SSNC SS&C TECH HLDGS 0.1%
Value $4.035M Shares 59,710 Est. Cost Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $3.858M Shares 109,802 Est. Cost Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value $3.814M Shares 129,343 Est. Cost Unrealized
PVAL PUTNAM ETF TRUST 0.0%
Value $3.813M Shares 82,181 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $3.694M Shares 18,729 Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $3.689M Shares 78,727 Est. Cost Unrealized
OPER ETF SER SOLUTIONS 0.0%
Value $3.5M Shares 34,976 Est. Cost Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value $3.38M Shares 93,319 Est. Cost Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $3.23M Shares 47,491 Est. Cost Unrealized
SQQQ PROSHARES TR 0.0%
Value $3.093M Shares 38,431 Est. Cost Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value $2.953M Shares 39,519 Est. Cost Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.941M Shares 64,181 Est. Cost Unrealized
MAS MASCO CORP 0.0%
Value $2.938M Shares 48,660 Est. Cost Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value $2.792M Shares 14,796 Est. Cost Unrealized
LIT GLOBAL X FDS 0.0%
Value $2.499M Shares 33,606 Est. Cost Unrealized
DLTR DOLLAR TREE INC 0.0%
Value $2.24M Shares 20,458 Est. Cost Unrealized
IQDG WISDOMTREE TR 0.0%
Value $2.119M Shares 52,798 Est. Cost Unrealized
BLCR BLACKROCK ETF TRUST 0.0%
Value $2.104M Shares 51,230 Est. Cost Unrealized
VNT VONTIER CORPORATION 0.0%
Value $2.094M Shares 59,029 Est. Cost Unrealized
VICI VICI PPTYS INC 0.0%
Value $2.067M Shares 74,448 Est. Cost Unrealized
IMRX IMMUNEERING CORP 0.0%
Value $1.985M Shares 376,749 Est. Cost Unrealized
MLI MUELLER INDS INC 0.0%
Value $1.943M Shares 17,533 Est. Cost Unrealized
EWZ ISHARES INC 0.0%
Value $1.871M Shares 48,747 Est. Cost Unrealized
TBIL RBB FD INC 0.0%
Value $1.862M Shares 37,354 Est. Cost Unrealized
PPC PILGRIMS PRIDE CORP 0.0%
Value $1.842M Shares 48,783 Est. Cost Unrealized
TABD 2023 ETF SERIES TRUST 0.0%
Value $1.754M Shares 70,237 Est. Cost Unrealized
SN SHARKNINJA INC 0.0%
Value $1.721M Shares 16,253 Est. Cost Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.696M Shares 19,646 Est. Cost Unrealized
XOP SPDR SERIES TRUST 0.0%
Value $1.688M Shares 9,282 Est. Cost Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.0%
Value $1.659M Shares 31,809 Est. Cost Unrealized
SCO PROSHARES TR II 0.0%
Value $1.595M Shares 191,663 Est. Cost Unrealized
BRTR BLACKROCK ETF TRUST II 0.0%
Value $1.527M Shares 30,419 Est. Cost Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $1.341M Shares 25,769 Est. Cost Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value $1.281M Shares 37,721 Est. Cost Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $1.254M Shares 36,290 Est. Cost Unrealized
MUNI PIMCO ETF TR 0.0%
Value $1.225M Shares 23,475 Est. Cost Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $1.219M Shares 12,570 Est. Cost Unrealized
ALAB ASTERA LABS INC 0.0%
Value $1.154M Shares 10,527 Est. Cost Unrealized
CPER UNITED STS COMMODITY INDEX F 0.0%
Value $1.099M Shares 31,913 Est. Cost Unrealized
SDCI USCF ETF TR 0.0%
Value $1.059M Shares 38,880 Est. Cost Unrealized
FTHF FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.008M Shares 26,979 Est. Cost Unrealized
RWR SPDR SERIES TRUST 0.0%
Value $884K Shares 8,756 Est. Cost Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value $877K Shares 16,059 Est. Cost Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value $875K Shares 22,184 Est. Cost Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.0%
Value $863K Shares 22,202 Est. Cost Unrealized
QLTA ISHARES TR 0.0%
Value $860K Shares 18,079 Est. Cost Unrealized
KGC KINROSS GOLD CORP 0.0%
Value $847K Shares 27,763 Est. Cost Unrealized
FNV FRANCO NEV CORP 0.0%
Value $806K Shares 3,261 Est. Cost Unrealized
UI UBIQUITI INC 0.0%
Value $804K Shares 1,017 Est. Cost Unrealized
ASST STRIVE INC 0.0%
Value $794K Shares 79,262 Est. Cost Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value $790K Shares 15,852 Est. Cost Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value $773K Shares 10,844 Est. Cost Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $762K Shares 28,675 Est. Cost Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value $744K Shares 38,407 Est. Cost Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $739K Shares 8,919 Est. Cost Unrealized
MADE ISHARES TR 0.0%
Value $717K Shares 21,512 Est. Cost Unrealized
REAVES UTIL INCOME FD 0.0%
Value $688K Shares 17,523 Est. Cost Unrealized
GPRF GOLDMAN SACHS ETF TR 0.0%
Value $685K Shares 13,755 Est. Cost Unrealized
NTAP NETAPP INC 0.0%
Value $681K Shares 6,648 Est. Cost Unrealized
BE BLOOM ENERGY CORP 0.0%
Value $670K Shares 4,944 Est. Cost Unrealized
MORT VANECK ETF TRUST 0.0%
Value $665K Shares 64,784 Est. Cost Unrealized
SGOL ETFS GOLD TR 0.0%
Value $661K Shares 14,810 Est. Cost Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value $642K Shares 5,155 Est. Cost Unrealized
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value $634K Shares 28,097 Est. Cost Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value $579K Shares 35,965 Est. Cost Unrealized
KSPY KRANESHARES TRUST 0.0%
Value $576K Shares 21,023 Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $573K Shares 3,167 Est. Cost Unrealized
BLCV BLACKROCK ETF TRUST 0.0%
Value $571K Shares 15,818 Est. Cost Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value $567K Shares 11,454 Est. Cost Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value $564K Shares 10,123 Est. Cost Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value $550K Shares 7,525 Est. Cost Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value $534K Shares 14,850 Est. Cost Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $528K Shares 4,504 Est. Cost Unrealized
DGRS WISDOMTREE TR 0.0%
Value $520K Shares 9,826 Est. Cost Unrealized
QABA FIRST TR EXCHANGE-TRADED FD 0.0%
Value $520K Shares 8,929 Est. Cost Unrealized
FTAI FTAI AVIATION LTD 0.0%
Value $517K Shares 2,111 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $506K Shares 2,579 Est. Cost Unrealized
INGR INGREDION INC 0.0%
Value $497K Shares 4,411 Est. Cost Unrealized
EMN EASTMAN CHEM CO 0.0%
Value $474K Shares 6,164 Est. Cost Unrealized
EWY ISHARES INC 0.0%
Value $465K Shares 3,777 Est. Cost Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.0%
Value $443K Shares 3,869 Est. Cost Unrealized
ACWX ISHARES TR 0.0%
Value $415K Shares 6,066 Est. Cost Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $409K Shares 8,432 Est. Cost Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value $405K Shares 8,809 Est. Cost Unrealized
ALV AUTOLIV INC 0.0%
Value $396K Shares 3,770 Est. Cost Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value $392K Shares 7,468 Est. Cost Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value $383K Shares 3,818 Est. Cost Unrealized
FELG FIDELITY COVINGTON TRUST 0.0%
Value $375K Shares 10,012 Est. Cost Unrealized
PSCM INVESCO EXCH TRADED FD TR II 0.0%
Value $370K Shares 3,736 Est. Cost Unrealized
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value $369K Shares 4,247 Est. Cost Unrealized
VUSB VANGUARD BD INDEX FDS 0.0%
Value $364K Shares 7,312 Est. Cost Unrealized
MTCH MATCH GROUP INC NEW 0.0%
Value $361K Shares 11,752 Est. Cost Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $360K Shares 6,519 Est. Cost Unrealized
IYG ISHARES TR 0.0%
Value $352K Shares 4,247 Est. Cost Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP 0.0%
Value $348K Shares 10,277 Est. Cost Unrealized
HESM HESS MIDSTREAM LP 0.0%
Value $341K Shares 8,775 Est. Cost Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $340K Shares 716 Est. Cost Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value $336K Shares 3,025 Est. Cost Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value $333K Shares 3,211 Est. Cost Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value $326K Shares 7,165 Est. Cost Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value $314K Shares 9,000 Est. Cost Unrealized
SYSB ISHARES TR 0.0%
Value $314K Shares 3,526 Est. Cost Unrealized
VTEI VANGUARD MUN BD FDS 0.0%
Value $313K Shares 3,132 Est. Cost Unrealized
GGG GRACO INC 0.0%
Value $312K Shares 3,683 Est. Cost Unrealized
CPA COPA HOLDINGS SA 0.0%
Value $311K Shares 2,737 Est. Cost Unrealized
HYGW ISHARES TR 0.0%
Value $310K Shares 10,496 Est. Cost Unrealized
FXG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $308K Shares 4,836 Est. Cost Unrealized
ONON ON HLDG AG 0.0%
Value $305K Shares 8,979 Est. Cost Unrealized
USAI PACER FDS TR 0.0%
Value $304K Shares 6,471 Est. Cost Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value $286K Shares 6,644 Est. Cost Unrealized
EFAA INVESCO ACTIVELY MANAGED EXC 0.0%
Value $285K Shares 5,399 Est. Cost Unrealized
BLACKROCK MUNIYILD QULT FD I 0.0%
Value $280K Shares 25,332 Est. Cost Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value $275K Shares 14,890 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $274K Shares 1,596 Est. Cost Unrealized
AVIV AMERICAN CENTY ETF TR 0.0%
Value $268K Shares 3,580 Est. Cost Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $265K Shares 5,644 Est. Cost Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value $263K Shares 4,372 Est. Cost Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value $261K Shares 3,295 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $259K Shares 2,048 Est. Cost Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $259K Shares 1,017 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $255K Shares 1,303 Est. Cost Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value $254K Shares 3,547 Est. Cost Unrealized
NXT NEXTPOWER INC 0.0%
Value $252K Shares 2,094 Est. Cost Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.0%
Value $252K Shares 13,711 Est. Cost Unrealized
NYT NEW YORK TIMES CO MTN BE 0.0%
Value $248K Shares 2,960 Est. Cost Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $244K Shares 598 Est. Cost Unrealized
NUMV NUSHARES ETF TR 0.0%
Value $243K Shares 6,280 Est. Cost Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value $243K Shares 14,036 Est. Cost Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value $243K Shares 3,795 Est. Cost Unrealized
NUSC NUSHARES ETF TR 0.0%
Value $243K Shares 5,384 Est. Cost Unrealized
IYE ISHARES TR 0.0%
Value $242K Shares 3,741 Est. Cost Unrealized
CGBD CARLYLE SECURED LENDING INC 0.0%
Value $240K Shares 21,130 Est. Cost Unrealized
FALN ISHARES TR 0.0%
Value $240K Shares 8,965 Est. Cost Unrealized
ITT ITT INC 0.0%
Value $237K Shares 1,242 Est. Cost Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value $236K Shares 2,735 Est. Cost Unrealized
DVYE ISHARES INC 0.0%
Value $235K Shares 6,848 Est. Cost Unrealized
IVVW ISHARES TR 0.0%
Value $234K Shares 5,354 Est. Cost Unrealized
SNDA SONIDA SENIOR LIVING INC 0.0%
Value $232K Shares 7,209 Est. Cost Unrealized
VNO VORNADO RLTY TR 0.0%
Value $231K Shares 8,870 Est. Cost Unrealized
WAB WABTEC 0.0%
Value $230K Shares 920 Est. Cost Unrealized
TECB ISHARES TR 0.0%
Value $229K Shares 4,135 Est. Cost Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $226K Shares 1,735 Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value $225K Shares 4,434 Est. Cost Unrealized
CROX CROCS INC 0.0%
Value $225K Shares 2,709 Est. Cost Unrealized
QQQH NEOS ETF TRUST 0.0%
Value $225K Shares 4,387 Est. Cost Unrealized
L LOEWS CORP 0.0%
Value $223K Shares 2,092 Est. Cost Unrealized
FCSH FEDERATED HERMES ETF TRUST 0.0%
Value $222K Shares 9,123 Est. Cost Unrealized
IYJ ISHARES TR 0.0%
Value $222K Shares 1,503 Est. Cost Unrealized
DES WISDOMTREE TR 0.0%
Value $222K Shares 6,167 Est. Cost Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $220K Shares 7,903 Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $219K Shares 296 Est. Cost Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $216K Shares 2,311 Est. Cost Unrealized
IR INGERSOLL RAND INC 0.0%
Value $213K Shares 2,659 Est. Cost Unrealized
DUSB DIMENSIONAL ETF TRUST 0.0%
Value $213K Shares 4,200 Est. Cost Unrealized
SNA SNAP ON INC 0.0%
Value $211K Shares 580 Est. Cost Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $211K Shares 1,826 Est. Cost Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $206K Shares 6,448 Est. Cost Unrealized
XYZ BLOCK INC 0.0%
Value $206K Shares 3,416 Est. Cost Unrealized
DSPY TEMA ETF TRUST 0.0%
Value $205K Shares 3,602 Est. Cost Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value $205K Shares 6,811 Est. Cost Unrealized
MKL MARKEL GROUP INC 0.0%
Value $205K Shares 107 Est. Cost Unrealized
MSA MSA SAFETY INC 0.0%
Value $204K Shares 1,247 Est. Cost Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value $203K Shares 2,893 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $203K Shares 4,438 Est. Cost Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value $203K Shares 3,951 Est. Cost Unrealized
NE NOBLE CORP PLC 0.0%
Value $202K Shares 4,118 Est. Cost Unrealized
HYDB ISHARES TR 0.0%
Value $201K Shares 4,331 Est. Cost Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value $201K Shares 2,760 Est. Cost Unrealized
CGNX COGNEX CORP 0.0%
Value $201K Shares 4,095 Est. Cost Unrealized
CHRS COHERUS ONCOLOGY INC 0.0%
Value $189K Shares 112,088 Est. Cost Unrealized
FWDI FORWARD INDUSTRIES INC 0.0%
Value $155K Shares 34,955 Est. Cost Unrealized
ETHW BITWISE ETHEREUM ETF 0.0%
Value $151K Shares 10,075 Est. Cost Unrealized
OWL BLUE OWL CAPITAL INC 0.0%
Value $122K Shares 13,393 Est. Cost Unrealized
JMIA JUMIA TECHNOLOGIES AG 0.0%
Value $104K Shares 15,000 Est. Cost Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value $101K Shares 24,971 Est. Cost Unrealized
CLSX INVESTMENT MANAGERS SER TR I 0.0%
Value $98,982 Shares 11,700 Est. Cost Unrealized
CBRE GBL REAL ESTATE INC FD 0.0%
Value $57,453 Shares 13,087 Est. Cost Unrealized
SLQT SELECTQUOTE INC 0.0%
Value $50,124 Shares 79,625 Est. Cost Unrealized
TSHA TAYSHA GENE THERAPIES INC 0.0%
Value $49,832 Shares 11,148 Est. Cost Unrealized
UPXI UPEXI INC 0.0%
Value $13,306 Shares 13,500 Est. Cost Unrealized

Increased Positions (678)

SPYG SPDR SERIES TRUST 0.8%
Value $64.42M (+114.2%) Shares 657,994 (+133.4%) Est. Cost Unrealized
SPYV SPDR SERIES TRUST 0.7%
Value $54.63M (+138.3%) Shares 965,471 (+139.3%) Est. Cost Unrealized
AAPL APPLE INC 2.1%
Value $168M (+15.8%) Shares 660,017 (+24.1%) Est. Cost Unrealized
MSFT MICROSOFT CORP 1.1%
Value $87.78M (-18.1%) Shares 237,139 (+7.1%) Est. Cost Unrealized
GOOG ALPHABET INC 0.7%
Value $53.27M (+55.6%) Shares 185,690 (+70.2%) Est. Cost Unrealized
CAT CATERPILLAR INC 0.3%
Value $26.12M (+252.5%) Shares 36,865 (+185.0%) Est. Cost Unrealized
BINC BLACKROCK ETF TRUST II 0.5%
Value $40.22M (+79.9%) Shares 774,495 (+82.8%) Est. Cost Unrealized
SHV ISHARES TR 0.5%
Value $42.04M (+69.4%) Shares 380,800 (+69.1%) Est. Cost Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value $108M (+17.9%) Shares 552,948 (+14.8%) Est. Cost Unrealized
JBND J P MORGAN EXCHANGE TRADED F 1.1%
Value $89.45M (+21.3%) Shares 1,663,485 (+22.4%) Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $18.56M (+378.5%) Shares 54,302 (+259.8%) Est. Cost Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.3%
Value $259M (+5.6%) Shares 3,452,220 (+3.4%) Est. Cost Unrealized
SPTS SPDR SERIES TRUST 0.2%
Value $13.88M (+3531.6%) Shares 475,507 (+3544.0%) Est. Cost Unrealized
VXX BARCLAYS BANK PLC 0.2%
Value $12.12M (+2026.3%) Shares 339,602 (+1476.5%) Est. Cost Unrealized
IEMG ISHARES INC 0.4%
Value $27.9M (+66.8%) Shares 399,985 (+60.7%) Est. Cost Unrealized
AVEM AMERICAN CENTY ETF TR 0.3%
Value $25.93M (+74.9%) Shares 321,765 (+67.2%) Est. Cost Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value $15.58M (+242.3%) Shares 341,282 (+233.0%) Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $26.12M (+64.5%) Shares 26,213 (+42.3%) Est. Cost Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value $11.8M (+499.9%) Shares 146,403 (+463.9%) Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value $14.2M (+218.2%) Shares 86,509 (+144.1%) Est. Cost Unrealized
LLY ELI LILLY & CO 0.3%
Value $26.05M (+59.0%) Shares 28,323 (+85.7%) Est. Cost Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value $9.898M (+2972.1%) Shares 170,126 (+3111.1%) Est. Cost Unrealized
AVGO BROADCOM INC 0.6%
Value $43.67M (+27.8%) Shares 141,104 (+42.9%) Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $29.84M (+46.5%) Shares 175,877 (+3.9%) Est. Cost Unrealized
IVV ISHARES TR 2.1%
Value $167M (+6.0%) Shares 255,954 (+11.2%) Est. Cost Unrealized
BA BOEING CO 0.2%
Value $14.08M (+186.5%) Shares 70,743 (+212.5%) Est. Cost Unrealized
ASML ASML HLDG NV 0.1%
Value $10.37M (+660.0%) Shares 7,852 (+515.8%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $10.09M (+807.6%) Shares 82,167 (+868.6%) Est. Cost Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $17.1M (+103.5%) Shares 79,498 (+107.9%) Est. Cost Unrealized
META META PLATFORMS INC 0.6%
Value $46.16M (+23.2%) Shares 80,683 (+42.1%) Est. Cost Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value $13.97M (+163.7%) Shares 297,721 (+163.2%) Est. Cost Unrealized
URI UNITED RENTALS INC 0.2%
Value $11.86M (+260.7%) Shares 16,278 (+300.7%) Est. Cost Unrealized
PWR QUANTA SVCS INC 0.1%
Value $8.953M (+1687.0%) Shares 16,307 (+1273.8%) Est. Cost Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value $13.53M (+160.7%) Shares 175,367 (+163.0%) Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value $29.04M (+38.9%) Shares 118,805 (+17.6%) Est. Cost Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $10.11M (+343.9%) Shares 191,458 (+319.6%) Est. Cost Unrealized
IEFA ISHARES TR 0.7%
Value $51.26M (+17.4%) Shares 566,224 (+16.0%) Est. Cost Unrealized
SCHR SCHWAB STRATEGIC TR 0.3%
Value $22.84M (+48.6%) Shares 916,786 (+49.6%) Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value $15.45M (+92.0%) Shares 200,344 (+87.8%) Est. Cost Unrealized
SGOV ISHARES TR 0.1%
Value $10.21M (+247.9%) Shares 101,468 (+246.9%) Est. Cost Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.1%
Value $7.311M (+2317.3%) Shares 49,575 (+2023.1%) Est. Cost Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value $9.191M (+287.7%) Shares 320,149 (+213.7%) Est. Cost Unrealized
JBL JABIL INC 0.1%
Value $6.986M (+1664.9%) Shares 26,299 (+1414.9%) Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $10.14M (+183.8%) Shares 114,306 (+183.2%) Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $14.47M (+77.9%) Shares 69,933 (+31.0%) Est. Cost Unrealized
VST VISTRA CORP 0.1%
Value $6.647M (+1463.7%) Shares 44,216 (+1578.0%) Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $12.5M (+96.5%) Shares 36,984 (+66.0%) Est. Cost Unrealized
ITOT ISHARES TR 0.4%
Value $29.2M (+26.4%) Shares 205,017 (+31.9%) Est. Cost Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value $35.94M (+20.1%) Shares 195,010 (+15.6%) Est. Cost Unrealized
IWP ISHARES TR 0.1%
Value $10.73M (+117.5%) Shares 83,724 (+132.5%) Est. Cost Unrealized
IVW ISHARES TR 0.1%
Value $8.659M (+199.6%) Shares 76,553 (+226.5%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value $31.45M (+22.0%) Shares 37,172 (+26.8%) Est. Cost Unrealized
ROST ROSS STORES INC 0.1%
Value $5.866M (+2147.6%) Shares 27,077 (+1768.7%) Est. Cost Unrealized
BAC BANK AMERICA CORP 0.2%
Value $13.93M (+66.2%) Shares 285,813 (+87.5%) Est. Cost Unrealized
VUG VANGUARD INDEX FDS 1.6%
Value $124M (+4.6%) Shares 284,069 (+16.8%) Est. Cost Unrealized
SUB ISHARES TR 0.1%
Value $6.952M (+326.6%) Shares 65,274 (+327.4%) Est. Cost Unrealized
VBR VANGUARD INDEX FDS 0.6%
Value $46.89M (+12.8%) Shares 215,831 (+9.9%) Est. Cost Unrealized
BAI BLACKROCK ETF TRUST 0.1%
Value $5.968M (+722.2%) Shares 181,125 (+730.9%) Est. Cost Unrealized
GLW CORNING INC 0.1%
Value $7.137M (+260.8%) Shares 52,492 (+132.3%) Est. Cost Unrealized
IUSB ISHARES TR 0.4%
Value $33M (+18.4%) Shares 714,406 (+19.3%) Est. Cost Unrealized
STIP ISHARES TR 0.1%
Value $5.732M (+659.5%) Shares 55,418 (+651.8%) Est. Cost Unrealized
SMH VANECK ETF TRUST 0.4%
Value $31.02M (+18.8%) Shares 80,906 (+11.6%) Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value $49.64M (+10.9%) Shares 774,716 (+8.1%) Est. Cost Unrealized
IWD ISHARES TR 0.2%
Value $18.05M (+35.8%) Shares 84,490 (+33.7%) Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value $37.05M (+14.6%) Shares 807,393 (+6.6%) Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC 0.1%
Value $9.256M (-33.5%) Shares 133,566 (+8.5%) Est. Cost Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value $7.487M (+152.0%) Shares 275,776 (+154.2%) Est. Cost Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.979M (+867.9%) Shares 24,795 (+895.4%) Est. Cost Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $16.17M (+38.0%) Shares 39,669 (+50.5%) Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $8.419M (+108.8%) Shares 52,056 (+100.2%) Est. Cost Unrealized
SLYG SPDR SERIES TRUST 0.1%
Value $5.019M (+681.7%) Shares 51,946 (+662.0%) Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $11.11M (+64.2%) Shares 60,926 (+118.2%) Est. Cost Unrealized
EOG EOG RES INC 0.1%
Value $5.624M (+321.5%) Shares 38,903 (+206.2%) Est. Cost Unrealized
JGLO J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.415M (+2069.7%) Shares 67,642 (+2149.5%) Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value $21.88M (+23.7%) Shares 147,764 (+19.8%) Est. Cost Unrealized
SPSB SPDR SERIES TRUST 0.1%
Value $11.55M (+55.5%) Shares 383,975 (+56.2%) Est. Cost Unrealized
TDAQ ETF OPPORTUNITIES TRUST 0.1%
Value $5.098M (+368.1%) Shares 216,655 (+418.6%) Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $7.465M (+113.5%) Shares 56,953 (+87.8%) Est. Cost Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $4.708M (+518.5%) Shares 34,664 (+530.1%) Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $7.851M (+100.2%) Shares 48,971 (+130.0%) Est. Cost Unrealized
TTE TOTALENERGIES SE 0.1%
Value $4.285M (+1064.7%) Shares 47,099 (+737.5%) Est. Cost Unrealized
IWM ISHARES TR 0.5%
Value $36.8M (+11.8%) Shares 148,385 (+11.0%) Est. Cost Unrealized
FTNT FORTINET INC 0.1%
Value $4.211M (+991.6%) Shares 51,529 (+960.7%) Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.5%
Value $36.71M (+11.5%) Shares 127,839 (+12.7%) Est. Cost Unrealized
KLAC KLA CORP 0.1%
Value $4.496M (+539.0%) Shares 3,053 (+427.3%) Est. Cost Unrealized
ABBV ABBVIE INC 0.2%
Value $19.36M (+24.3%) Shares 89,029 (+30.6%) Est. Cost Unrealized
V VISA INC 0.3%
Value $20.12M (+22.8%) Shares 66,563 (+42.5%) Est. Cost Unrealized
SHLD GLOBAL X FDS 0.1%
Value $4.219M (+660.6%) Shares 59,564 (+598.2%) Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $9.314M (+63.5%) Shares 152,036 (+19.3%) Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $3.815M (+1370.5%) Shares 14,106 (+836.7%) Est. Cost Unrealized
VB VANGUARD INDEX FDS 0.4%
Value $28.83M (+13.8%) Shares 110,082 (+12.1%) Est. Cost Unrealized
MCK MCKESSON CORP 0.1%
Value $4.853M (+241.8%) Shares 5,603 (+224.1%) Est. Cost Unrealized
GEV GE VERNOVA INC 0.1%
Value $8.346M (+69.8%) Shares 9,556 (+27.0%) Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $8.481M (+67.2%) Shares 168,944 (+35.6%) Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value $17.98M (+23.0%) Shares 148,433 (+7.8%) Est. Cost Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $3.653M (+977.9%) Shares 14,194 (+1069.2%) Est. Cost Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value $10.25M (+47.6%) Shares 50,281 (+48.3%) Est. Cost Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value $9.994M (+49.3%) Shares 196,039 (+49.5%) Est. Cost Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value $4.065M (+414.1%) Shares 69,436 (+415.8%) Est. Cost Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.2%
Value $17.77M (+22.2%) Shares 355,384 (+23.8%) Est. Cost Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value $3.837M (+519.1%) Shares 64,794 (+505.4%) Est. Cost Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value $9.49M (+50.2%) Shares 198,455 (+53.8%) Est. Cost Unrealized
QUAL ISHARES TR 0.1%
Value $10.58M (+42.8%) Shares 55,159 (+47.9%) Est. Cost Unrealized
SCHQ SCHWAB STRATEGIC TR 0.1%
Value $5.943M (+113.1%) Shares 189,078 (+115.0%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.3%
Value $21.84M (+16.8%) Shares 227,135 (+13.9%) Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.9%
Value $70.95M (+4.6%) Shares 122,925 (+11.3%) Est. Cost Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $3.845M (+411.5%) Shares 98,933 (+421.1%) Est. Cost Unrealized
EFV ISHARES TR 0.0%
Value $3.578M (+636.7%) Shares 48,119 (+607.5%) Est. Cost Unrealized
AMZN AMAZON COM INC 1.1%
Value $84.96M (+3.8%) Shares 407,933 (+15.0%) Est. Cost Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value $5.278M (+135.5%) Shares 11,877 (+159.8%) Est. Cost Unrealized
SPIB SPDR SERIES TRUST 0.2%
Value $13.83M (+27.7%) Shares 412,344 (+28.7%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value $57.73M (-4.8%) Shares 196,239 (+4.2%) Est. Cost Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value $4.875M (+149.8%) Shares 127,406 (+135.5%) Est. Cost Unrealized
USTB VICTORY PORTFOLIOS II 0.1%
Value $9.691M (+42.3%) Shares 191,605 (+43.0%) Est. Cost Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.1%
Value $5.51M (+109.1%) Shares 108,127 (+111.4%) Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value $12.72M (+28.9%) Shares 16,466 (+28.8%) Est. Cost Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value $19.7M (+16.9%) Shares 768,276 (+22.7%) Est. Cost Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value $6.698M (+71.0%) Shares 200,721 (+77.5%) Est. Cost Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value $3.029M (+960.9%) Shares 39,265 (+995.9%) Est. Cost Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $5.052M (+117.0%) Shares 99,830 (+117.6%) Est. Cost Unrealized
REZ ISHARES TR 0.0%
Value $3.028M (+741.4%) Shares 36,395 (+735.7%) Est. Cost Unrealized
FBND FIDELITY MERRIMACK STR TR 0.3%
Value $22.47M (+13.2%) Shares 490,694 (+14.5%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.2%
Value $96.95M (-2.6%) Shares 148,667 (+2.1%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $9.472M (+37.4%) Shares 18,957 (+56.9%) Est. Cost Unrealized
SPYI NEOS ETF TRUST 0.1%
Value $11.53M (+28.6%) Shares 233,512 (+36.9%) Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $22.85M (+12.5%) Shares 422,809 (+11.9%) Est. Cost Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value $3.576M (+237.2%) Shares 74,014 (+227.0%) Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $16.26M (+18.0%) Shares 122,339 (+27.9%) Est. Cost Unrealized
RKT ROCKET COS INC 0.1%
Value $8.411M (-22.7%) Shares 590,262 (+5.0%) Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value $3.568M (+223.6%) Shares 16,989 (+212.9%) Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $3.537M (+215.2%) Shares 32,454 (+245.4%) Est. Cost Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $13.6M (+21.6%) Shares 239,863 (+23.7%) Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $4.751M (+102.8%) Shares 20,677 (+93.9%) Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $10.51M (+29.3%) Shares 72,745 (+28.3%) Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $7.691M (+42.8%) Shares 35,956 (+14.5%) Est. Cost Unrealized
AMGN AMGEN INC 0.1%
Value $7.294M (+44.5%) Shares 20,731 (+34.5%) Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $2.911M (+327.7%) Shares 15,604 (+324.5%) Est. Cost Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value $3.689M (+145.4%) Shares 39,089 (+105.1%) Est. Cost Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value $6.188M (+54.2%) Shares 145,085 (+57.8%) Est. Cost Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $15.86M (+15.8%) Shares 517,010 (+3.5%) Est. Cost Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value $2.531M (+560.9%) Shares 3,602 (+246.7%) Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value $120M (+1.8%) Shares 689,910 (+8.9%) Est. Cost Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value $7.334M (+40.6%) Shares 78,238 (+38.5%) Est. Cost Unrealized
IBDZ ISHARES TR 0.6%
Value $45.74M (+4.7%) Shares 1,755,367 (+5.9%) Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $3.531M (+128.9%) Shares 5,176 (+91.3%) Est. Cost Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value $10.59M (+22.8%) Shares 427,739 (+19.3%) Est. Cost Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $2.761M (+243.6%) Shares 38,823 (+236.5%) Est. Cost Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value $2.178M (+871.7%) Shares 15,019 (+827.7%) Est. Cost Unrealized
GVAL CAMBRIA ETF TR 0.1%
Value $4.968M (+64.5%) Shares 149,759 (+56.1%) Est. Cost Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $2.313M (+513.8%) Shares 24,095 (+513.4%) Est. Cost Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value $2.35M (+466.9%) Shares 39,458 (+470.5%) Est. Cost Unrealized
CI THE CIGNA GROUP 0.0%
Value $2.686M (+244.3%) Shares 10,070 (+255.3%) Est. Cost Unrealized
TPR TAPESTRY INC 0.0%
Value $2.202M (+574.2%) Shares 15,602 (+510.4%) Est. Cost Unrealized
CSHI NEOS ETF TRUST 0.1%
Value $8.637M (+27.6%) Shares 173,510 (+27.4%) Est. Cost Unrealized
CIEN CIENA CORP 0.0%
Value $3.498M (+114.1%) Shares 9,009 (+29.0%) Est. Cost Unrealized
CSCO CISCO SYS INC 0.2%
Value $12.18M (+17.8%) Shares 156,955 (+16.9%) Est. Cost Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value $2.583M (+240.1%) Shares 76,707 (+232.7%) Est. Cost Unrealized
AZO AUTOZONE INC 0.0%
Value $2.314M (+367.3%) Shares 685 (+369.2%) Est. Cost Unrealized
MUB ISHARES TR 0.1%
Value $10.53M (+20.6%) Shares 99,163 (+21.7%) Est. Cost Unrealized
SCYB SCHWAB STRATEGIC TR 0.1%
Value $5.238M (+51.8%) Shares 201,448 (+54.3%) Est. Cost Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value $5.191M (+52.5%) Shares 129,163 (+68.7%) Est. Cost Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.1%
Value $3.938M (+82.4%) Shares 63,383 (+78.3%) Est. Cost Unrealized
FTWO EA SERIES TRUST 0.1%
Value $10.92M (+19.2%) Shares 240,449 (+6.6%) Est. Cost Unrealized
MINT PIMCO ETF TR 0.0%
Value $2.647M (+192.0%) Shares 26,320 (+192.3%) Est. Cost Unrealized
KKR KKR & CO INC 0.1%
Value $4.755M (-26.6%) Shares 51,409 (+1.1%) Est. Cost Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value $2.101M (+452.0%) Shares 22,218 (+430.9%) Est. Cost Unrealized
GLDM WORLD GOLD TR 0.0%
Value $2.48M (+221.6%) Shares 26,761 (+196.2%) Est. Cost Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $2.738M (+163.3%) Shares 56,982 (+164.8%) Est. Cost Unrealized
QQQI NEOS ETF TRUST 0.1%
Value $10.07M (+20.0%) Shares 202,743 (+30.0%) Est. Cost Unrealized
IBDY ISHARES TR 0.7%
Value $52.7M (+3.3%) Shares 2,038,645 (+4.4%) Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value $1.865M (+680.2%) Shares 16,143 (+649.1%) Est. Cost Unrealized
APP APPLOVIN CORP 0.0%
Value $3.039M (+115.0%) Shares 7,636 (+264.0%) Est. Cost Unrealized
IWR ISHARES TR 0.1%
Value $8.443M (+23.8%) Shares 86,838 (+22.5%) Est. Cost Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value $10.66M (+17.8%) Shares 139,216 (+23.4%) Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $3.478M (+85.2%) Shares 33,271 (+171.4%) Est. Cost Unrealized
SMMU PIMCO ETF TR 0.0%
Value $2.695M (+139.5%) Shares 53,416 (+139.9%) Est. Cost Unrealized
PYLD PIMCO ETF TR 0.8%
Value $65.42M (+2.5%) Shares 2,496,913 (+4.8%) Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $2.629M (+131.1%) Shares 6,698 (+62.6%) Est. Cost Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value $27.33M (+5.7%) Shares 938,366 (+18.3%) Est. Cost Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value $6.135M (+31.1%) Shares 35,656 (+9.3%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $11.69M (-10.9%) Shares 38,640 (+8.9%) Est. Cost Unrealized
VTI VANGUARD INDEX FDS 7.1%
Value $556M (-0.3%) Shares 1,731,717 (+4.2%) Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $5.293M (+36.0%) Shares 87,272 (+21.0%) Est. Cost Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value $1.598M (+649.2%) Shares 1,379 (+761.9%) Est. Cost Unrealized
RTX RTX CORPORATION 0.1%
Value $8.274M (+19.8%) Shares 42,893 (+13.9%) Est. Cost Unrealized
CRM SALESFORCE INC 0.1%
Value $6.181M (+28.2%) Shares 33,110 (+82.2%) Est. Cost Unrealized
AGG ISHARES TR 0.4%
Value $31.88M (+4.4%) Shares 321,111 (+5.0%) Est. Cost Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value $2.89M (+84.5%) Shares 43,056 (+80.0%) Est. Cost Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value $1.989M (+197.1%) Shares 85,304 (+201.6%) Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $2.822M (+87.7%) Shares 11,610 (+170.3%) Est. Cost Unrealized
MOD MODINE MFG CO 0.0%
Value $1.613M (+414.6%) Shares 7,441 (+217.0%) Est. Cost Unrealized
TJX TJX COS INC NEW 0.1%
Value $8.908M (+17.0%) Shares 55,780 (+12.6%) Est. Cost Unrealized
IWO ISHARES TR 0.2%
Value $14.38M (+9.7%) Shares 45,836 (+12.9%) Est. Cost Unrealized
IBB ISHARES TR 0.1%
Value $8.133M (+18.5%) Shares 48,168 (+18.5%) Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $6.422M (+24.2%) Shares 69,145 (+7.3%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value $6.424M (+24.0%) Shares 89,313 (+40.9%) Est. Cost Unrealized
BX BLACKSTONE INC 0.1%
Value $7.786M (-13.7%) Shares 67,708 (+15.7%) Est. Cost Unrealized
AIQ GLOBAL X FDS 0.3%
Value $22.45M (-5.2%) Shares 481,095 (+3.4%) Est. Cost Unrealized
PFE PFIZER INC 0.1%
Value $4.737M (+34.8%) Shares 168,703 (+19.6%) Est. Cost Unrealized
PEP PEPSICO INC 0.1%
Value $7.19M (+20.0%) Shares 46,301 (+12.0%) Est. Cost Unrealized
USFR WISDOMTREE TR 0.0%
Value $3.746M (+47.1%) Shares 74,407 (+47.1%) Est. Cost Unrealized
IBDX ISHARES TR 0.5%
Value $40.04M (+3.1%) Shares 1,584,574 (+4.1%) Est. Cost Unrealized
IVE ISHARES TR 0.3%
Value $24.21M (+5.0%) Shares 114,642 (+5.4%) Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $3.824M (+42.6%) Shares 28,966 (+1.1%) Est. Cost Unrealized
IBDW ISHARES TR 0.5%
Value $39.77M (+3.0%) Shares 1,900,235 (+4.0%) Est. Cost Unrealized
MOAT VANECK ETF TRUST 0.3%
Value $20.83M (-5.1%) Shares 215,439 (+1.6%) Est. Cost Unrealized
FIGR FIGURE TECHNOLOGY SOLUTIO 0.0%
Value $2.354M (+87.8%) Shares 69,335 (+125.9%) Est. Cost Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $1.294M (+496.7%) Shares 938 (+304.3%) Est. Cost Unrealized
TEM TEMPUS AI INC 0.1%
Value $4.276M (-20.1%) Shares 94,555 (+4.3%) Est. Cost Unrealized
QCOM QUALCOMM INC 0.1%
Value $4.427M (-19.5%) Shares 34,377 (+6.9%) Est. Cost Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $1.581M (+201.2%) Shares 12,631 (+218.6%) Est. Cost Unrealized
DVY ISHARES TR 0.0%
Value $1.66M (+173.6%) Shares 10,965 (+155.0%) Est. Cost Unrealized
DXJ WISDOMTREE TR 0.1%
Value $4.7M (+28.6%) Shares 29,641 (+16.9%) Est. Cost Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value $5.266M (+24.5%) Shares 216,965 (+25.0%) Est. Cost Unrealized
MO ALTRIA GROUP INC 0.1%
Value $4.701M (+27.6%) Shares 70,117 (+11.8%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $79.78M (-1.3%) Shares 166,488 (+3.6%) Est. Cost Unrealized
AVDE AMERICAN CENTY ETF TR 0.2%
Value $17.85M (+5.9%) Shares 210,391 (+2.8%) Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value $8M (+14.2%) Shares 67,435 (+11.8%) Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value $30.31M (+3.4%) Shares 366,291 (+4.6%) Est. Cost Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.3%
Value $21.01M (+4.8%) Shares 532,862 (+1.9%) Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $3.639M (+36.1%) Shares 8,733 (+27.1%) Est. Cost Unrealized
TIP ISHARES TR 0.1%
Value $4.757M (+25.4%) Shares 43,106 (+24.9%) Est. Cost Unrealized
IWMI NEOS ETF TRUST 0.0%
Value $2.192M (+77.7%) Shares 46,234 (+82.5%) Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value $6.488M (+16.8%) Shares 20,874 (+14.9%) Est. Cost Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $1.328M (+223.4%) Shares 26,337 (+339.8%) Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $2.246M (+68.8%) Shares 10,795 (+69.3%) Est. Cost Unrealized
KHPI MANAGED PORTFOLIO SERIES 0.0%
Value $1.773M (+106.1%) Shares 72,676 (+118.5%) Est. Cost Unrealized
SO SOUTHERN CO 0.1%
Value $8.302M (+12.1%) Shares 86,012 (+1.3%) Est. Cost Unrealized
IBDU ISHARES TR 0.3%
Value $25.9M (+3.6%) Shares 1,113,705 (+4.2%) Est. Cost Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $6.185M (+16.8%) Shares 83,986 (+17.5%) Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.1%
Value $6.242M (-12.4%) Shares 3,610 (+2.0%) Est. Cost Unrealized
CORP PIMCO ETF TR 0.0%
Value $3.65M (+31.6%) Shares 37,705 (+33.6%) Est. Cost Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value $9.82M (+9.8%) Shares 406,157 (+10.8%) Est. Cost Unrealized
COHR COHERENT CORP 0.0%
Value $1.079M (+408.1%) Shares 4,531 (+293.7%) Est. Cost Unrealized
FS CREDIT OPPORTUNITIES CORP 0.1%
Value $5.858M (-12.9%) Shares 1,148,557 (+7.6%) Est. Cost Unrealized
GE GE AEROSPACE 0.1%
Value $7.213M (+13.6%) Shares 25,382 (+23.2%) Est. Cost Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value $4.073M (+26.8%) Shares 36,867 (+17.0%) Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $1.873M (+83.5%) Shares 28,697 (+16.3%) Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $3.366M (+33.8%) Shares 5,570 (+7.1%) Est. Cost Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $1.073M (+360.5%) Shares 17,186 (+339.1%) Est. Cost Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value $6.915M (+13.6%) Shares 22,877 (+13.6%) Est. Cost Unrealized
IYRI NEOS ETF TRUST 0.0%
Value $1.044M (+380.9%) Shares 22,077 (+394.2%) Est. Cost Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $1.476M (+120.8%) Shares 18,324 (+18.7%) Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value $3.848M (+26.4%) Shares 11,707 (+15.9%) Est. Cost Unrealized
TECL DIREXION SHARES ETF TRUST 0.0%
Value $1.176M (+210.9%) Shares 13,582 (+322.1%) Est. Cost Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.864M (+74.5%) Shares 16,822 (+54.8%) Est. Cost Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $2.757M (+39.4%) Shares 29,258 (+33.1%) Est. Cost Unrealized
EIX EDISON INTL 0.0%
Value $1.47M (+110.4%) Shares 20,085 (+72.6%) Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $1.785M (+75.7%) Shares 16,487 (+62.1%) Est. Cost Unrealized
DHT DHT HOLDINGS INC 0.0%
Value $2.222M (+52.4%) Shares 121,625 (+1.8%) Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $4.481M (+20.2%) Shares 32,149 (+5.9%) Est. Cost Unrealized
VPLS VANGUARD MALVERN FDS 0.2%
Value $19.33M (+4.0%) Shares 249,107 (+4.7%) Est. Cost Unrealized
MSCI MSCI INC 0.0%
Value $958K (+335.6%) Shares 1,778 (+363.0%) Est. Cost Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.1%
Value $9.362M (+8.3%) Shares 343,822 (+9.8%) Est. Cost Unrealized
VOO VANGUARD INDEX FDS 1.2%
Value $96.79M (-0.7%) Shares 161,978 (+4.2%) Est. Cost Unrealized
CGIC CAPITAL GROUP INTERNATIONAL 0.1%
Value $4.44M (+18.9%) Shares 133,997 (+16.7%) Est. Cost Unrealized
NUVEEN VRIABL RAT PFD & INM 0.0%
Value $915K (+328.2%) Shares 49,998 (+345.1%) Est. Cost Unrealized
OKE ONEOK INC NEW 0.0%
Value $2.946M (+31.0%) Shares 32,596 (+6.5%) Est. Cost Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.494M (+18.3%) Shares 97,540 (+19.4%) Est. Cost Unrealized
ILF ISHARES TR 0.0%
Value $2.036M (+49.7%) Shares 57,308 (+29.1%) Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $1.095M (+159.4%) Shares 9,677 (+127.6%) Est. Cost Unrealized
GRAL GRAIL INC 0.0%
Value $1.564M (+75.5%) Shares 30,267 (+190.6%) Est. Cost Unrealized
VFH VANGUARD WORLD FD 0.1%
Value $7.108M (+10.4%) Shares 58,839 (+22.0%) Est. Cost Unrealized
XHB SPDR SERIES TRUST 0.0%
Value $1.771M (+60.7%) Shares 17,939 (+67.5%) Est. Cost Unrealized
PIMCO CALIF MUN INCOME FD 0.0%
Value $941K (+243.3%) Shares 109,220 (+249.3%) Est. Cost Unrealized
MBB ISHARES TR 0.0%
Value $1.355M (+94.8%) Shares 14,273 (+95.3%) Est. Cost Unrealized
CAIE CALAMOS ETF TR 0.0%
Value $2.583M (+33.8%) Shares 102,747 (+42.4%) Est. Cost Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value $13.37M (+5.1%) Shares 119,291 (+11.9%) Est. Cost Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value $1.028M (+173.2%) Shares 13,008 (+185.1%) Est. Cost Unrealized
TER TERADYNE INC 0.0%
Value $993K (+190.0%) Shares 3,348 (+89.4%) Est. Cost Unrealized
EIPI FIRST TR EXCHNG TRADED FD VI 0.1%
Value $5.014M (+14.7%) Shares 222,932 (+1.4%) Est. Cost Unrealized
IJS ISHARES TR 0.1%
Value $9.038M (+7.7%) Shares 76,303 (+3.4%) Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $3.284M (+24.0%) Shares 9,282 (+56.0%) Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $6.558M (+10.7%) Shares 15,419 (+36.1%) Est. Cost Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $3.028M (+26.2%) Shares 15,284 (+17.9%) Est. Cost Unrealized
GLXY GALAXY DIGITAL INC. 0.0%
Value $1.65M (+59.8%) Shares 89,430 (+93.6%) Est. Cost Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value $3.728M (+19.8%) Shares 79,180 (+21.0%) Est. Cost Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value $1.012M (+153.9%) Shares 3,734 (+143.1%) Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $2.776M (+28.3%) Shares 21,204 (+14.9%) Est. Cost Unrealized
BITB BITWISE BITCOIN ETF TR 0.1%
Value $4.06M (-13.0%) Shares 110,294 (+12.4%) Est. Cost Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value $4.815M (+14.4%) Shares 78,521 (+17.9%) Est. Cost Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.937M (+44.7%) Shares 11,844 (+35.3%) Est. Cost Unrealized
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value $3.627M (-14.1%) Shares 527,991 (+11.6%) Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $827K (+256.6%) Shares 7,363 (+193.3%) Est. Cost Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value $10.32M (-5.4%) Shares 49,586 (+2.2%) Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $3.266M (+21.6%) Shares 16,093 (+1.5%) Est. Cost Unrealized
TGT TARGET CORP 0.0%
Value $1.758M (+48.2%) Shares 14,508 (+19.5%) Est. Cost Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value $2.421M (+30.8%) Shares 22,071 (+45.2%) Est. Cost Unrealized
BMI BADGER METER INC 0.0%
Value $2.827M (+24.3%) Shares 18,555 (+42.3%) Est. Cost Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $3.227M (+20.4%) Shares 10,798 (+26.9%) Est. Cost Unrealized
MSTR STRATEGY INC 0.1%
Value $7.162M (-7.1%) Shares 57,384 (+13.2%) Est. Cost Unrealized
DBEF DBX ETF TR 0.0%
Value $1.262M (+75.8%) Shares 25,538 (+71.2%) Est. Cost Unrealized
IJJ ISHARES TR 0.1%
Value $7.516M (+7.8%) Shares 56,725 (+7.0%) Est. Cost Unrealized
XBI SPDR SERIES TRUST 0.1%
Value $4.025M (+15.4%) Shares 31,510 (+10.2%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $3.347M (+18.8%) Shares 56,949 (+2.6%) Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $2.155M (+32.2%) Shares 52,505 (+16.7%) Est. Cost Unrealized
GIS GENERAL MILLS INC 0.0%
Value $912K (+133.6%) Shares 24,491 (+191.8%) Est. Cost Unrealized
PAVE GLOBAL X FDS 0.0%
Value $1.175M (+79.4%) Shares 23,133 (+69.9%) Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $1.342M (+60.2%) Shares 3,889 (+36.3%) Est. Cost Unrealized
EMLC VANECK ETF TRUST 0.0%
Value $2.11M (+31.2%) Shares 84,021 (+34.9%) Est. Cost Unrealized
GSK GSK PLC 0.0%
Value $876K (+134.0%) Shares 15,731 (+107.9%) Est. Cost Unrealized
LVHI LEGG MASON ETF INVT 0.0%
Value $1.916M (+35.0%) Shares 47,271 (+22.6%) Est. Cost Unrealized
IBDV ISHARES TR 0.4%
Value $35.23M (+1.4%) Shares 1,609,633 (+2.2%) Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.0%
Value $2.925M (+19.8%) Shares 9,194 (+2.1%) Est. Cost Unrealized
EZU ISHARES INC 0.0%
Value $822K (+138.7%) Shares 13,120 (+144.3%) Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $1.529M (+45.4%) Shares 30,385 (+5.8%) Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $855K (+125.4%) Shares 3,459 (+48.5%) Est. Cost Unrealized
DIS DISNEY WALT CO 0.1%
Value $4.345M (-9.8%) Shares 45,082 (+7.1%) Est. Cost Unrealized
USMV ISHARES TR 0.1%
Value $6.664M (+7.6%) Shares 71,860 (+9.2%) Est. Cost Unrealized
IMTB ISHARES TR 0.0%
Value $3.181M (+17.3%) Shares 72,601 (+18.3%) Est. Cost Unrealized
IEI ISHARES TR 0.0%
Value $1.127M (+70.2%) Shares 9,501 (+71.3%) Est. Cost Unrealized
QGRW WISDOMTREE TR 0.0%
Value $2.499M (+22.8%) Shares 46,775 (+34.9%) Est. Cost Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $2.955M (-13.5%) Shares 129,792 (+11.2%) Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $2.42M (+23.5%) Shares 29,520 (+17.1%) Est. Cost Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value $2.78M (+19.8%) Shares 25,907 (+22.4%) Est. Cost Unrealized
EVSM MORGAN STANLEY ETF TRUST 0.0%
Value $3.791M (+13.6%) Shares 75,351 (+13.7%) Est. Cost Unrealized
IBDT ISHARES TR 0.2%
Value $13.9M (+3.4%) Shares 548,869 (+3.9%) Est. Cost Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value $1.291M (+53.6%) Shares 33,111 (+60.9%) Est. Cost Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value $11.23M (+4.1%) Shares 240,252 (+1.5%) Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $1.161M (+62.2%) Shares 7,743 (+49.1%) Est. Cost Unrealized
SHYG ISHARES TR 0.0%
Value $1.923M (+29.9%) Shares 45,448 (+31.6%) Est. Cost Unrealized
DGRW WISDOMTREE TR 0.1%
Value $4.306M (+11.4%) Shares 49,016 (+13.4%) Est. Cost Unrealized
SMBS SCHWAB STRATEGIC TR 0.0%
Value $3.183M (+16.0%) Shares 124,597 (+16.5%) Est. Cost Unrealized
ITA ISHARES TR 0.1%
Value $5.441M (+8.7%) Shares 24,872 (+6.6%) Est. Cost Unrealized
LOW LOWES COS INC 0.1%
Value $6.738M (+6.8%) Shares 28,517 (+9.0%) Est. Cost Unrealized
SLB SLB LIMITED 0.0%
Value $1.487M (+40.2%) Shares 28,776 (+4.8%) Est. Cost Unrealized
MGK VANGUARD WORLD FD 0.0%
Value $823K (+106.1%) Shares 2,239 (+131.5%) Est. Cost Unrealized
HNDL STRATEGY SHS 0.1%
Value $4.243M (+11.1%) Shares 194,286 (+12.0%) Est. Cost Unrealized
IGF ISHARES TR 0.0%
Value $2.679M (+18.7%) Shares 39,984 (+8.7%) Est. Cost Unrealized
URA GLOBAL X FDS 0.0%
Value $2.935M (+16.6%) Shares 60,604 (+7.9%) Est. Cost Unrealized
BUG GLOBAL X FDS 0.0%
Value $3.052M (-12.0%) Shares 121,557 (+6.8%) Est. Cost Unrealized
MPC MARATHON PETE CORP 0.0%
Value $1.183M (+54.0%) Shares 4,846 (+2.5%) Est. Cost Unrealized
CLOI VANECK ETF TRUST 0.0%
Value $2.504M (+19.8%) Shares 47,517 (+20.0%) Est. Cost Unrealized
IXUS ISHARES TR 0.1%
Value $8.012M (+5.4%) Shares 92,477 (+3.0%) Est. Cost Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.1%
Value $4.025M (+11.4%) Shares 162,375 (+11.8%) Est. Cost Unrealized
DGRO ISHARES TR 0.2%
Value $11.84M (+3.6%) Shares 168,746 (+2.5%) Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $2.145M (+23.5%) Shares 23,938 (+16.1%) Est. Cost Unrealized
IMCB ISHARES TR 0.1%
Value $4.118M (+10.9%) Shares 49,360 (+10.0%) Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $1.533M (+35.9%) Shares 30,671 (+23.4%) Est. Cost Unrealized
SHEL SHELL PLC 0.0%
Value $1.762M (+29.6%) Shares 18,949 (+2.4%) Est. Cost Unrealized
IVLU ISHARES TR 0.0%
Value $625K (+179.6%) Shares 15,747 (+168.1%) Est. Cost Unrealized
IUSV ISHARES TR 0.1%
Value $5.806M (+7.4%) Shares 56,779 (+7.7%) Est. Cost Unrealized
B BARRICK MNG CORP 0.0%
Value $3.604M (+12.3%) Shares 88,347 (+19.9%) Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $705K (+113.2%) Shares 2,320 (+101.4%) Est. Cost Unrealized
DOW DOW HLDGS INC 0.0%
Value $745K (+99.7%) Shares 17,877 (+12.1%) Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $5.372M (+7.4%) Shares 32,213 (+4.3%) Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $5.916M (-5.9%) Shares 8,479 (+1.7%) Est. Cost Unrealized
VRSN VERISIGN INC 0.0%
Value $1.087M (+50.3%) Shares 4,377 (+47.0%) Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $2.16M (+19.5%) Shares 35,155 (+10.2%) Est. Cost Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $906K (+61.0%) Shares 39,239 (+39.4%) Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $1.454M (+30.9%) Shares 43,352 (+7.3%) Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $2.663M (+14.7%) Shares 13,428 (+55.2%) Est. Cost Unrealized
CSL CARLISLE COS INC 0.0%
Value $2.582M (+15.2%) Shares 7,739 (+10.4%) Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $1.095M (+44.8%) Shares 5,523 (+66.4%) Est. Cost Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $957K (-26.0%) Shares 5,852 (+1.5%) Est. Cost Unrealized
SLV ISHARES SILVER TR 0.1%
Value $5.14M (+7.0%) Shares 75,430 (+1.1%) Est. Cost Unrealized
IWF ISHARES TR 0.2%
Value $18.8M (-1.7%) Shares 44,101 (+9.1%) Est. Cost Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value $5.159M (+6.9%) Shares 107,529 (+8.4%) Est. Cost Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value $8.645M (+4.0%) Shares 324,890 (+3.5%) Est. Cost Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $3.315M (+11.0%) Shares 39,039 (+19.5%) Est. Cost Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.0%
Value $2.887M (-10.2%) Shares 940,455 (+4.1%) Est. Cost Unrealized
DBJP DBX ETF TR 0.0%
Value $3.057M (+12.0%) Shares 30,257 (+4.9%) Est. Cost Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $6.518M (+5.2%) Shares 10,542 (+3.1%) Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $1.252M (+34.3%) Shares 4,695 (+32.6%) Est. Cost Unrealized
WTV WISDOMTREE TR 0.0%
Value $1.066M (+42.8%) Shares 11,258 (+40.7%) Est. Cost Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value $676K (+89.2%) Shares 17,022 (+91.7%) Est. Cost Unrealized
ORI OLD REP INTL CORP 0.0%
Value $1.394M (+29.3%) Shares 34,946 (+47.9%) Est. Cost Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value $708K (+72.2%) Shares 19,251 (+78.2%) Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $1.585M (+22.6%) Shares 8,795 (+6.1%) Est. Cost Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value $1.727M (+20.0%) Shares 44,847 (+25.4%) Est. Cost Unrealized
EFA ISHARES TR 0.1%
Value $9.758M (+3.0%) Shares 100,462 (+1.9%) Est. Cost Unrealized
MAGS LISTED FDS TR 0.0%
Value $499K (+120.9%) Shares 8,617 (+151.4%) Est. Cost Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value $3.57M (-7.1%) Shares 50,849 (+2.9%) Est. Cost Unrealized
IJK ISHARES TR 0.0%
Value $1.402M (+23.4%) Shares 13,935 (+18.8%) Est. Cost Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $6.944M (+3.9%) Shares 87,595 (+4.5%) Est. Cost Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $960K (+37.5%) Shares 4,854 (+4.5%) Est. Cost Unrealized
MLPX GLOBAL X FDS 0.0%
Value $580K (+81.0%) Shares 7,849 (+48.4%) Est. Cost Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value $1.409M (-15.6%) Shares 14,176 (+3.3%) Est. Cost Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value $1.527M (+20.4%) Shares 81,154 (+27.1%) Est. Cost Unrealized
IFRA ISHARES TR 0.0%
Value $493K (+109.8%) Shares 8,616 (+93.0%) Est. Cost Unrealized
SDY SPDR SERIES TRUST 0.0%
Value $2.434M (+11.8%) Shares 16,675 (+6.6%) Est. Cost Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value $6.903M (+3.8%) Shares 136,494 (+3.8%) Est. Cost Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $559K (+82.6%) Shares 7,800 (+72.5%) Est. Cost Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $1.202M (+26.3%) Shares 14,221 (+38.6%) Est. Cost Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $954K (+34.6%) Shares 6,893 (+37.2%) Est. Cost Unrealized
STPZ PIMCO ETF TR 0.0%
Value $1.325M (+22.6%) Shares 24,494 (+22.0%) Est. Cost Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $1.444M (+20.2%) Shares 4,931 (+43.9%) Est. Cost Unrealized
XAR SPDR SERIES TRUST 0.0%
Value $2.442M (+10.9%) Shares 9,614 (+5.3%) Est. Cost Unrealized
MODL VICTORY PORTFOLIOS II 0.1%
Value $4.555M (+5.5%) Shares 101,927 (+12.2%) Est. Cost Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $782K (+43.0%) Shares 23,088 (+37.6%) Est. Cost Unrealized
TSPY ETF OPPORTUNITIES TRUST 0.1%
Value $8.284M (-2.7%) Shares 353,539 (+5.9%) Est. Cost Unrealized
SHYD VANECK ETF TRUST 0.0%
Value $593K (+63.9%) Shares 26,157 (+65.7%) Est. Cost Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value $1.834M (+14.4%) Shares 12,584 (+21.6%) Est. Cost Unrealized
NUVEEN VA QUALITY MUN INCOM 0.0%
Value $1.202M (+23.6%) Shares 105,471 (+20.0%) Est. Cost Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $1.549M (-12.8%) Shares 8,162 (+2.8%) Est. Cost Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value $5.107M (+4.6%) Shares 67,928 (+4.4%) Est. Cost Unrealized
HAL HALLIBURTON CO 0.0%
Value $485K (+85.1%) Shares 12,444 (+34.2%) Est. Cost Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $478K (+86.3%) Shares 41,855 (+108.7%) Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $920K (+31.6%) Shares 1,944 (+29.8%) Est. Cost Unrealized
EFG ISHARES TR 0.0%
Value $2.441M (+9.6%) Shares 21,915 (+12.1%) Est. Cost Unrealized
CME CME GROUP INC 0.0%
Value $1.023M (+26.4%) Shares 3,465 (+16.9%) Est. Cost Unrealized
CVS CVS HEALTH CORP 0.0%
Value $2.396M (-8.2%) Shares 33,361 (+1.5%) Est. Cost Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value $7.951M (+2.7%) Shares 458,802 (+6.3%) Est. Cost Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.1%
Value $6.826M (+3.1%) Shares 57,731 (+4.7%) Est. Cost Unrealized
XYLD GLOBAL X FDS 0.0%
Value $885K (+29.9%) Shares 22,608 (+34.9%) Est. Cost Unrealized
CFA VICTORY PORTFOLIOS II 0.1%
Value $7.132M (+2.9%) Shares 77,963 (+2.4%) Est. Cost Unrealized
ENB ENBRIDGE INC 0.0%
Value $1.553M (+14.8%) Shares 28,685 (+1.4%) Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $768K (+34.9%) Shares 1,765 (+19.3%) Est. Cost Unrealized
OEF ISHARES TR 0.0%
Value $3.53M (+5.9%) Shares 11,098 (+14.2%) Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $818K (+31.6%) Shares 5,353 (+18.8%) Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $2.743M (+7.7%) Shares 20,753 (+4.0%) Est. Cost Unrealized
HEFA ISHARES TR 0.0%
Value $2.035M (+10.5%) Shares 47,879 (+7.5%) Est. Cost Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $2.394M (+8.7%) Shares 16,418 (+6.9%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $7.114M (+2.8%) Shares 26,290 (+25.4%) Est. Cost Unrealized
DX DYNEX CAP INC 0.0%
Value $2.766M (-6.5%) Shares 213,964 (+1.4%) Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $816K (+30.6%) Shares 1,516 (+23.9%) Est. Cost Unrealized
BN BROOKFIELD CORP 0.0%
Value $1.85M (-9.3%) Shares 45,723 (+2.8%) Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $1.284M (+17.4%) Shares 15,063 (+8.9%) Est. Cost Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $680K (+38.3%) Shares 8,396 (+37.1%) Est. Cost Unrealized
GAMCO NAT RES GOLD & INCOME 0.0%
Value $412K (+82.3%) Shares 49,365 (+62.6%) Est. Cost Unrealized
DEM WISDOMTREE TR 0.0%
Value $1.116M (+19.7%) Shares 22,462 (+12.7%) Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value $6.743M (-2.6%) Shares 136,589 (+8.0%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $2.263M (+8.6%) Shares 6,593 (+6.5%) Est. Cost Unrealized
TLH ISHARES TR 0.0%
Value $499K (+55.3%) Shares 4,952 (+56.8%) Est. Cost Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $750K (+30.6%) Shares 18,362 (+29.1%) Est. Cost Unrealized
USMF WISDOMTREE TR 0.0%
Value $811K (+27.5%) Shares 16,421 (+32.4%) Est. Cost Unrealized
MDT MEDTRONIC PLC 0.0%
Value $2.795M (-5.8%) Shares 31,998 (+4.3%) Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value $791K (+27.8%) Shares 9,452 (+2.4%) Est. Cost Unrealized
ANGL VANECK ETF TRUST 0.2%
Value $13.58M (+1.3%) Shares 472,830 (+3.6%) Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $1.749M (-8.8%) Shares 3,555 (+7.5%) Est. Cost Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $416K (+66.6%) Shares 5,467 (+6.3%) Est. Cost Unrealized
OKLO OKLO INC 0.0%
Value $438K (-27.4%) Shares 8,832 (+5.0%) Est. Cost Unrealized
AVMC AMERICAN CENTY ETF TR 0.0%
Value $1.833M (+9.6%) Shares 25,379 (+7.2%) Est. Cost Unrealized
EMXC ISHARES INC 0.0%
Value $968K (+19.9%) Shares 12,301 (+10.8%) Est. Cost Unrealized
AVES AMERICAN CENTY ETF TR 0.0%
Value $499K (+47.5%) Shares 8,315 (+43.4%) Est. Cost Unrealized
AEE AMEREN CORP 0.0%
Value $809K (+24.7%) Shares 7,363 (+13.3%) Est. Cost Unrealized
MET METLIFE INC 0.0%
Value $1.942M (-7.6%) Shares 27,458 (+3.1%) Est. Cost Unrealized
SPXL DIREXION SHARES ETF TRUST 0.0%
Value $579K (+38.1%) Shares 3,131 (+64.7%) Est. Cost Unrealized
FLKR FRANKLIN TEMPLETON ETF TR 0.0%
Value $375K (+72.7%) Shares 9,400 (+38.8%) Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $1.287M (+13.9%) Shares 11,119 (+3.7%) Est. Cost Unrealized
SCZ ISHARES TR 0.0%
Value $1.824M (+9.2%) Shares 23,263 (+8.0%) Est. Cost Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value $496K (+43.9%) Shares 20,017 (+44.7%) Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $1.316M (+12.9%) Shares 14,104 (+1.4%) Est. Cost Unrealized
ENFR ALPS ETF TR 0.0%
Value $745K (+25.1%) Shares 19,505 (+3.0%) Est. Cost Unrealized
XEL XCEL ENERGY INC 0.0%
Value $748K (+24.9%) Shares 9,353 (+16.2%) Est. Cost Unrealized
WESTERN AST INFL LKD OPP & I 0.0%
Value $1.191M (+14.2%) Shares 140,832 (+16.0%) Est. Cost Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value $317K (-31.3%) Shares 35,006 (+1.9%) Est. Cost Unrealized
IHI ISHARES TR 0.0%
Value $803K (+21.9%) Shares 15,045 (+42.0%) Est. Cost Unrealized
YUM YUM BRANDS INC 0.0%
Value $586K (+31.8%) Shares 3,769 (+28.2%) Est. Cost Unrealized
NJR NEW JERSEY RES CORP 0.0%
Value $502K (+38.9%) Shares 9,065 (+16.9%) Est. Cost Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $2.356M (+6.3%) Shares 60,484 (+4.0%) Est. Cost Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $2.215M (+6.7%) Shares 71,556 (+3.7%) Est. Cost Unrealized
USHY ISHARES TR 0.0%
Value $836K (+19.7%) Shares 22,701 (+21.5%) Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $1.217M (+12.8%) Shares 8,942 (+8.1%) Est. Cost Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $544K (+33.8%) Shares 4,988 (+98.3%) Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $3.261M (+4.3%) Shares 19,282 (+16.0%) Est. Cost Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value $984K (+15.8%) Shares 39,324 (+16.1%) Est. Cost Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value $1.562M (-7.9%) Shares 52,087 (+18.9%) Est. Cost Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value $1.335M (-9.0%) Shares 74,069 (+2.2%) Est. Cost Unrealized
TAOX TAO SYNERGIES INC 0.0%
Value $246K (+112.6%) Shares 43,275 (+37.5%) Est. Cost Unrealized
APLU ALLSPRING EXCHANGE TRADED FU 0.0%
Value $332K (+64.2%) Shares 13,461 (+66.1%) Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $1.151M (+12.7%) Shares 8,765 (+3.1%) Est. Cost Unrealized
PTIN PACER FDS TR 0.0%
Value $918K (+16.3%) Shares 28,239 (+15.3%) Est. Cost Unrealized
F FORD MTR CO 0.0%
Value $1.048M (-10.9%) Shares 90,853 (+1.3%) Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $1.037M (-11.0%) Shares 11,252 (+8.4%) Est. Cost Unrealized
CDE COEUR MNG INC 0.0%
Value $611K (+26.4%) Shares 32,569 (+20.1%) Est. Cost Unrealized
D DOMINION ENERGY INC 0.0%
Value $685K (+22.7%) Shares 11,080 (+16.3%) Est. Cost Unrealized
SDOG ALPS ETF TR 0.0%
Value $1.401M (+10.0%) Shares 21,545 (+2.2%) Est. Cost Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value $957K (+15.2%) Shares 48,401 (+58.1%) Est. Cost Unrealized
AMLP ALPS ETF TR 0.0%
Value $981K (+14.7%) Shares 18,637 (+2.5%) Est. Cost Unrealized
WELL WELLTOWER INC 0.0%
Value $1.254M (+11.1%) Shares 6,344 (+4.3%) Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $1.955M (+6.7%) Shares 464 (+35.7%) Est. Cost Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $1.184M (+11.5%) Shares 11,151 (+5.8%) Est. Cost Unrealized
XOVR ENTREPRENEURSHARES SERIES TR 0.0%
Value $486K (+33.3%) Shares 28,780 (+59.0%) Est. Cost Unrealized
WHR WHIRLPOOL CORP 0.0%
Value $368K (+49.0%) Shares 6,831 (+99.3%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $2.528M (+4.9%) Shares 5,213 (+25.6%) Est. Cost Unrealized
HYHG PROSHARES TR 0.0%
Value $1.14M (+11.4%) Shares 17,885 (+12.6%) Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $912K (+14.3%) Shares 9,334 (+32.0%) Est. Cost Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $570K (+24.9%) Shares 36,247 (+37.5%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $9.26M (+1.2%) Shares 23,719 (+21.5%) Est. Cost Unrealized
BIZD VANECK ETF TRUST 0.0%
Value $377K (+42.4%) Shares 29,478 (+57.7%) Est. Cost Unrealized
PRFD PIMCO ETF TR 0.0%
Value $2.493M (+4.7%) Shares 49,193 (+7.0%) Est. Cost Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $496K (+29.1%) Shares 728 (+4.4%) Est. Cost Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $322K (+51.9%) Shares 12,225 (+52.9%) Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $487K (+28.1%) Shares 2,483 (+13.4%) Est. Cost Unrealized
TTD THE TRADE DESK INC 0.0%
Value $205K (-33.8%) Shares 9,054 (+10.8%) Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $365K (+40.0%) Shares 2,672 (+38.7%) Est. Cost Unrealized
PFFA ETFIS SER TR I 0.0%
Value $1.047M (+11.0%) Shares 51,428 (+17.5%) Est. Cost Unrealized
USB US BANCORP 0.0%
Value $2.278M (+4.7%) Shares 43,361 (+7.4%) Est. Cost Unrealized
NFLT ETFIS SER TR I 0.0%
Value $1.194M (+9.4%) Shares 52,468 (+10.7%) Est. Cost Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value $6.867M (+1.5%) Shares 124,057 (+2.3%) Est. Cost Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value $2.394M (-4.1%) Shares 67,271 (+3.0%) Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $504K (-16.5%) Shares 13,280 (+11.9%) Est. Cost Unrealized
BG BUNGE GLOBAL SA 0.0%
Value $316K (+44.6%) Shares 2,484 (+1.3%) Est. Cost Unrealized
IONQ IONQ INC 0.0%
Value $452K (-17.6%) Shares 15,674 (+28.3%) Est. Cost Unrealized
HD HOME DEPOT INC 0.2%
Value $12.09M (+0.8%) Shares 36,775 (+5.5%) Est. Cost Unrealized
WPC WP CAREY INC 0.0%
Value $1.429M (+7.1%) Shares 20,738 (+1.5%) Est. Cost Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $556K (+19.8%) Shares 7,097 (+20.4%) Est. Cost Unrealized
NGG NATIONAL GRID PLC 0.0%
Value $361K (+33.9%) Shares 4,262 (+24.1%) Est. Cost Unrealized
ACWI ISHARES TR 0.0%
Value $3.157M (+2.9%) Shares 22,813 (+5.2%) Est. Cost Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value $335K (+35.9%) Shares 26,493 (+45.6%) Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $693K (+14.4%) Shares 14,145 (+1.7%) Est. Cost Unrealized
AVSC AMERICAN CENTY ETF TR 0.0%
Value $845K (+11.4%) Shares 13,565 (+5.0%) Est. Cost Unrealized
HDV ISHARES TR 0.0%
Value $381K (+29.2%) Shares 2,806 (+15.8%) Est. Cost Unrealized
COWG PACER FDS TR 0.0%
Value $1.768M (+5.1%) Shares 52,388 (+9.9%) Est. Cost Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value $2.055M (+4.3%) Shares 95,622 (+1.4%) Est. Cost Unrealized
EEM ISHARES TR 0.0%
Value $365K (+29.6%) Shares 6,431 (+24.9%) Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $727K (+12.9%) Shares 9,236 (+5.7%) Est. Cost Unrealized
ETH GRAYSCALE ETHEREUM STAKING 0.0%
Value $200K (-28.5%) Shares 10,071 (+1.0%) Est. Cost Unrealized
MSIF MSC INCOME FUND INC 0.0%
Value $316K (+33.0%) Shares 25,196 (+43.2%) Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $3.815M (+2.1%) Shares 29,116 (+3.4%) Est. Cost Unrealized
NI NISOURCE INC 0.0%
Value $416K (+22.3%) Shares 8,915 (+9.5%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $3.486M (+2.2%) Shares 35,436 (+3.1%) Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $304K (+32.8%) Shares 6,562 (+14.8%) Est. Cost Unrealized
ZTS ZOETIS INC 0.0%
Value $508K (+17.3%) Shares 4,301 (+24.9%) Est. Cost Unrealized
EEMS ISHARES INC 0.0%
Value $1.583M (+5.0%) Shares 22,886 (+2.4%) Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value $2.17M (+3.5%) Shares 82,240 (+7.4%) Est. Cost Unrealized
VEEV VEEVA SYS INC 0.0%
Value $398K (-15.6%) Shares 2,264 (+7.3%) Est. Cost Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $478K (+18.0%) Shares 2,886 (+11.6%) Est. Cost Unrealized
NNE NANO NUCLEAR ENERGY INC 0.0%
Value $523K (-12.1%) Shares 25,524 (+3.0%) Est. Cost Unrealized
MCO MOODYS CORP 0.0%
Value $1.161M (-5.8%) Shares 2,662 (+10.3%) Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $812K (+9.7%) Shares 14,426 (+2.9%) Est. Cost Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $294K (+31.8%) Shares 9,121 (+29.5%) Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value $167K (-29.7%) Shares 19,761 (+10.5%) Est. Cost Unrealized
URNM SPROTT FDS TR 0.0%
Value $483K (+17.1%) Shares 7,653 (+1.8%) Est. Cost Unrealized
GWW WW GRAINGER INC 0.0%
Value $385K (+22.3%) Shares 353 (+13.1%) Est. Cost Unrealized
DMBS DOUBLELINE ETF TRUST 0.0%
Value $829K (+9.1%) Shares 16,793 (+9.7%) Est. Cost Unrealized
BKGI BNY MELLON ETF TRUST 0.0%
Value $297K (+30.2%) Shares 6,667 (+18.6%) Est. Cost Unrealized
PFRL PGIM ETF TR 0.0%
Value $434K (+18.8%) Shares 8,857 (+21.6%) Est. Cost Unrealized
STXG EA SERIES TRUST 0.0%
Value $1.101M (-5.8%) Shares 23,473 (+2.2%) Est. Cost Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value $2.781M (+2.5%) Shares 82,106 (+4.1%) Est. Cost Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.0%
Value $482K (+16.2%) Shares 11,428 (+16.0%) Est. Cost Unrealized
IWY ISHARES TR 0.1%
Value $4.655M (+1.4%) Shares 18,706 (+12.9%) Est. Cost Unrealized
EVRG EVERGY INC 0.0%
Value $318K (+26.0%) Shares 3,885 (+11.5%) Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $368K (-15.0%) Shares 1,536 (+5.1%) Est. Cost Unrealized
AME AMETEK INC 0.0%
Value $692K (+10.3%) Shares 3,228 (+5.6%) Est. Cost Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $158K (-29.0%) Shares 11,233 (+12.1%) Est. Cost Unrealized
UTES ETFIS SER TR I 0.0%
Value $720K (+9.7%) Shares 9,012 (+8.4%) Est. Cost Unrealized
CGHM CAPITAL GRP FIXED INCM ETF T 0.0%
Value $451K (+16.4%) Shares 17,804 (+17.1%) Est. Cost Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $200K (-24.0%) Shares 3,262 (+2.8%) Est. Cost Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.0%
Value $969K (+6.9%) Shares 49,085 (+4.6%) Est. Cost Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $1.083M (+6.1%) Shares 29,795 (+18.3%) Est. Cost Unrealized
QLC FLEXSHARES TR 0.0%
Value $2.522M (-2.4%) Shares 32,261 (+1.1%) Est. Cost Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value $1.968M (+3.2%) Shares 208,208 (+8.2%) Est. Cost Unrealized
DRIV GLOBAL X FDS 0.0%
Value $369K (+19.4%) Shares 12,100 (+16.3%) Est. Cost Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.873M (+1.2%) Shares 190,743 (+4.0%) Est. Cost Unrealized
SRE SEMPRA 0.0%
Value $446K (+15.2%) Shares 4,558 (+4.7%) Est. Cost Unrealized
HUM HUMANA INC 0.0%
Value $271K (-17.8%) Shares 1,556 (+21.3%) Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $1.063M (-5.2%) Shares 23,133 (+1.5%) Est. Cost Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value $308K (+23.3%) Shares 3,286 (+89.1%) Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $2.889M (-1.9%) Shares 43,452 (+2.4%) Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $372K (+17.9%) Shares 4,943 (+34.0%) Est. Cost Unrealized
BLACKROCK HEALTH SCIENCES TR 0.0%
Value $1.85M (+3.1%) Shares 48,042 (+10.1%) Est. Cost Unrealized
AVDS AMERICAN CENTY ETF TR 0.0%
Value $527K (+11.7%) Shares 7,332 (+8.5%) Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value $307K (+21.8%) Shares 3,372 (+16.5%) Est. Cost Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $221K (-19.9%) Shares 1,206 (+5.9%) Est. Cost Unrealized
RACE FERRARI N V 0.0%
Value $464K (+13.0%) Shares 1,370 (+23.4%) Est. Cost Unrealized
FFBC 1ST FINL BANCORP 0.0%
Value $332K (+19.1%) Shares 11,900 (+6.9%) Est. Cost Unrealized
MMM 3M CO 0.0%
Value $1.449M (+3.7%) Shares 9,976 (+14.4%) Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $657K (+8.4%) Shares 3,110 (+5.4%) Est. Cost Unrealized
NUE NUCOR CORP 0.0%
Value $891K (+6.1%) Shares 5,250 (+2.3%) Est. Cost Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value $948K (-5.1%) Shares 102,978 (+1.5%) Est. Cost Unrealized
CLSK CLEANSPARK INC 0.0%
Value $3.148M (-1.6%) Shares 369,935 (+17.0%) Est. Cost Unrealized
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $346K (-12.8%) Shares 126,373 (+17.8%) Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $3.418M (+1.5%) Shares 16,607 (+3.1%) Est. Cost Unrealized
HEZU ISHARES TR 0.0%
Value $2.314M (+2.2%) Shares 52,952 (+2.3%) Est. Cost Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $314K (+18.4%) Shares 6,940 (+19.0%) Est. Cost Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value $210K (+30.0%) Shares 22,184 (+53.0%) Est. Cost Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value $417K (+13.0%) Shares 22,370 (+14.1%) Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $289K (+19.6%) Shares 1,419 (+19.8%) Est. Cost Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value $764K (+6.6%) Shares 35,212 (+5.4%) Est. Cost Unrealized
STBF TRUST FOR PROFESSIONAL MANAG 0.0%
Value $391K (+13.6%) Shares 15,436 (+13.8%) Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $336K (-12.1%) Shares 2,193 (+19.2%) Est. Cost Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value $548K (+9.1%) Shares 6,329 (+4.0%) Est. Cost Unrealized
SLVP ISHARES INC 0.0%
Value $936K (+5.1%) Shares 26,400 (+1.5%) Est. Cost Unrealized
DHI D R HORTON INC 0.0%
Value $264K (+19.7%) Shares 1,923 (+25.6%) Est. Cost Unrealized
PPG PPG INDS INC 0.0%
Value $792K (+5.8%) Shares 7,406 (+1.4%) Est. Cost Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value $433K (+10.9%) Shares 5,723 (+12.4%) Est. Cost Unrealized
IWB ISHARES TR 0.0%
Value $2.184M (+1.9%) Shares 6,124 (+6.7%) Est. Cost Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value $434K (-8.6%) Shares 9,755 (+7.7%) Est. Cost Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value $2.641M (-1.5%) Shares 11,532 (+1.5%) Est. Cost Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $244K (+19.1%) Shares 4,912 (+15.2%) Est. Cost Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value $940K (-3.9%) Shares 18,785 (+1.4%) Est. Cost Unrealized
IDXX IDEXX LABS INC 0.0%
Value $823K (-4.4%) Shares 1,464 (+15.1%) Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $633K (+6.3%) Shares 1,075 (+12.4%) Est. Cost Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $1.095M (+3.5%) Shares 49,414 (+5.6%) Est. Cost Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value $403K (+9.6%) Shares 7,232 (+2.5%) Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $695K (+5.1%) Shares 3,333 (+5.5%) Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $3.075M (+1.1%) Shares 27,736 (+7.4%) Est. Cost Unrealized
ONDS ONDAS INC 0.0%
Value $135K (+32.6%) Shares 14,971 (+43.1%) Est. Cost Unrealized
SCI SERVICE CORP INTL 0.0%
Value $306K (+12.2%) Shares 3,710 (+6.0%) Est. Cost Unrealized
SR SPIRE INC 0.0%
Value $332K (+11.0%) Shares 3,634 (+1.5%) Est. Cost Unrealized
ICOW PACER FDS TR 0.0%
Value $355K (+9.8%) Shares 8,368 (+1.3%) Est. Cost Unrealized
CLOB VANECK ETF TRUST 0.0%
Value $511K (+6.5%) Shares 10,225 (+7.9%) Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $335K (-8.4%) Shares 4,707 (+5.5%) Est. Cost Unrealized
WEN WENDYS CO 0.0%
Value $195K (-13.6%) Shares 28,113 (+3.6%) Est. Cost Unrealized
VIRTUS ARTIFICIAL INTELLIGEN 0.0%
Value $2.326M (+1.3%) Shares 108,651 (+8.5%) Est. Cost Unrealized
IXP ISHARES TR 0.0%
Value $953K (-2.9%) Shares 8,296 (+2.5%) Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $911K (-3.0%) Shares 4,602 (+6.9%) Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $551K (+5.3%) Shares 34,886 (+16.6%) Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $208K (-11.1%) Shares 1,053 (+15.2%) Est. Cost Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $118K (-18.0%) Shares 22,900 (+19.3%) Est. Cost Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value $501K (+5.5%) Shares 15,799 (+4.7%) Est. Cost Unrealized
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value $472K (+5.8%) Shares 13,067 (+1.8%) Est. Cost Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.1%
Value $7.99M (+0.3%) Shares 391,225 (+1.2%) Est. Cost Unrealized
LEN LENNAR CORP 0.0%
Value $244K (-9.4%) Shares 2,813 (+7.2%) Est. Cost Unrealized
DON WISDOMTREE TR 0.0%
Value $806K (+3.2%) Shares 15,349 (+1.4%) Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $466K (+5.4%) Shares 5,823 (+12.2%) Est. Cost Unrealized
MUST COLUMBIA ETF TR I 0.0%
Value $327K (+7.8%) Shares 15,947 (+8.3%) Est. Cost Unrealized
CLX CLOROX CO DEL 0.0%
Value $345K (+7.3%) Shares 3,329 (+4.4%) Est. Cost Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value $244K (+10.0%) Shares 19,712 (+4.7%) Est. Cost Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value $1.99M (-1.0%) Shares 61,169 (+7.0%) Est. Cost Unrealized
REPL REPLIMUNE GROUP INC 0.0%
Value $87,103 (-18.8%) Shares 11,386 (+3.1%) Est. Cost Unrealized
DEO DIAGEO PLC 0.0%
Value $289K (+7.3%) Shares 3,881 (+24.4%) Est. Cost Unrealized
VMC VULCAN MATLS CO 0.0%
Value $476K (+4.2%) Shares 1,747 (+9.2%) Est. Cost Unrealized
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value $587K (+3.4%) Shares 5,757 (+2.4%) Est. Cost Unrealized
HFSI HARTFORD FDS EXCHANGE TRADED 0.1%
Value $4.126M (+0.5%) Shares 118,319 (+3.0%) Est. Cost Unrealized
IXN ISHARES TR 0.0%
Value $894K (-2.0%) Shares 8,945 (+2.9%) Est. Cost Unrealized
UL UNILEVER PLC 0.0%
Value $351K (-5.0%) Shares 6,103 (+8.1%) Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $469K (+4.0%) Shares 7,822 (+1.3%) Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $331K (+5.5%) Shares 4,564 (+11.6%) Est. Cost Unrealized
INDS PACER FDS TR 0.0%
Value $1.527M (+1.1%) Shares 41,557 (+3.4%) Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $378K (-4.2%) Shares 1,744 (+14.4%) Est. Cost Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value $350K (+5.0%) Shares 2,776 (+6.0%) Est. Cost Unrealized
INSM INSMED INC 0.0%
Value $334K (+4.5%) Shares 2,040 (+11.2%) Est. Cost Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value $2.665M (-0.5%) Shares 1,024,853 (+1.4%) Est. Cost Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $1.086M (+1.3%) Shares 93,878 (+5.3%) Est. Cost Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $252K (-5.2%) Shares 3,928 (+3.0%) Est. Cost Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value $257K (+5.6%) Shares 7,413 (+1.0%) Est. Cost Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value $271K (+5.2%) Shares 1,022 (+1.8%) Est. Cost Unrealized
GL GLOBE LIFE INC 0.0%
Value $485K (+2.8%) Shares 3,486 (+3.4%) Est. Cost Unrealized
ARTY ISHARES TR 0.0%
Value $1.035M (-1.3%) Shares 22,237 (+2.2%) Est. Cost Unrealized
JOBY JOBY AVIATION INC 0.0%
Value $199K (+6.8%) Shares 24,078 (+70.6%) Est. Cost Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $411K (+3.1%) Shares 11,638 (+4.6%) Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $804K (-1.5%) Shares 8,921 (+11.9%) Est. Cost Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $731K (-1.6%) Shares 35,800 (+1.2%) Est. Cost Unrealized
VFC V F CORP 0.0%
Value $234K (-4.7%) Shares 13,799 (+1.5%) Est. Cost Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $408K (-2.7%) Shares 4,223 (+6.8%) Est. Cost Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $183K (+6.1%) Shares 17,692 (+2.9%) Est. Cost Unrealized
PFFD GLOBAL X FDS 0.0%
Value $2.429M (-0.4%) Shares 131,995 (+2.9%) Est. Cost Unrealized
DXCM DEXCOM INC 0.0%
Value $256K (-3.7%) Shares 4,076 (+1.8%) Est. Cost Unrealized
GLPI GAMING & LEISURE P 0.0%
Value $238K (+4.2%) Shares 5,357 (+5.0%) Est. Cost Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value $1.47M (+0.6%) Shares 57,004 (+1.5%) Est. Cost Unrealized
BILS SPDR SERIES TRUST 0.0%
Value $263K (+3.6%) Shares 2,646 (+3.4%) Est. Cost Unrealized
HLN HALEON PLC 0.0%
Value $110K (+8.7%) Shares 11,009 (+9.8%) Est. Cost Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $512K (-1.7%) Shares 15,417 (+7.7%) Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $589K (+1.4%) Shares 6,034 (+5.9%) Est. Cost Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value $239K (+3.6%) Shares 1,507 (+7.5%) Est. Cost Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $1.466M (-0.6%) Shares 59,924 (+10.2%) Est. Cost Unrealized
HPQ HP INC 0.0%
Value $343K (-2.3%) Shares 17,596 (+12.9%) Est. Cost Unrealized
HYD VANECK ETF TRUST 0.0%
Value $664K (+1.2%) Shares 13,252 (+3.2%) Est. Cost Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $321K (+2.4%) Shares 28,381 (+5.4%) Est. Cost Unrealized
SPBO SPDR SERIES TRUST 0.0%
Value $238K (+3.2%) Shares 8,182 (+4.3%) Est. Cost Unrealized
KEY KEYCORP 0.0%
Value $342K (+2.2%) Shares 17,066 (+5.2%) Est. Cost Unrealized
FICS FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.497M (+0.4%) Shares 38,354 (+3.2%) Est. Cost Unrealized
BLACKROCK HEALTH SCIENCES TE 0.0%
Value $907K (+0.7%) Shares 63,154 (+5.6%) Est. Cost Unrealized
COR CENCORA INC 0.0%
Value $566K (-1.1%) Shares 1,802 (+6.4%) Est. Cost Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $562K (-1.0%) Shares 7,489 (+6.0%) Est. Cost Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value $330K (+1.7%) Shares 6,940 (+12.1%) Est. Cost Unrealized
PHM PULTE GROUP INC 0.0%
Value $210K (+2.5%) Shares 1,781 (+2.3%) Est. Cost Unrealized
DG DOLLAR GEN CORP 0.0%
Value $255K (+1.9%) Shares 2,147 (+14.0%) Est. Cost Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $1.052M (+0.4%) Shares 13,290 (+7.0%) Est. Cost Unrealized
SAN BANCO SANTANDER SA 0.0%
Value $169K (-2.5%) Shares 15,000 (+1.4%) Est. Cost Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value $356K (-1.1%) Shares 7,939 (+2.5%) Est. Cost Unrealized
BDC BELDEN INC 0.0%
Value $260K (+1.5%) Shares 2,263 (+3.1%) Est. Cost Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value $542K (-0.7%) Shares 3,040 (+3.9%) Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $205K (+1.3%) Shares 2,884 (+5.9%) Est. Cost Unrealized
MMIN NEW YORK LIFE INVTS ACTIVE E 0.0%
Value $231K (+1.1%) Shares 9,728 (+2.1%) Est. Cost Unrealized
GAP GAP INC 0.0%
Value $249K (+1.0%) Shares 10,278 (+6.8%) Est. Cost Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $10M (+0.0%) Shares 146,469 (+1.8%) Est. Cost Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value $302K (+0.7%) Shares 18,047 (+1.9%) Est. Cost Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.333M (+0.2%) Shares 53,833 (+1.8%) Est. Cost Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value $816K (+0.2%) Shares 65,794 (+2.3%) Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $507K (+0.2%) Shares 1,825 (+12.7%) Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $203K (+0.4%) Shares 1,664 (+14.1%) Est. Cost Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value $114K (+0.6%) Shares 14,986 (+3.7%) Est. Cost Unrealized
USIG ISHARES TR 0.0%
Value $560K (+0.1%) Shares 10,927 (+1.1%) Est. Cost Unrealized
AON AON PLC 0.0%
Value $573K (-0.0%) Shares 1,776 (+9.3%) Est. Cost Unrealized

Exited Positions (87)

VICTORY PORTFOLIOS II 0.1%
Value $7.133M Shares 132,155 Est. Cost Unrealized
CYBERARK SOFTWARE LTD 0.1%
Value $4.672M Shares 10,474 Est. Cost Unrealized
ALB ALBEMARLE CORP 0.1%
Value $4.565M Shares 32,185 Est. Cost Unrealized
FRONTIER COMMUNICATIONS PARE 0.0%
Value $2.523M Shares 66,280 Est. Cost Unrealized
PUTNAM MASTER INTER INCOME T 0.0%
Value $1.977M Shares 592,051 Est. Cost Unrealized
BIIB BIOGEN INC 0.0%
Value $1.96M Shares 11,139 Est. Cost Unrealized
ARKF ARK ETF TR 0.0%
Value $1.79M Shares 37,590 Est. Cost Unrealized
IGV ISHARES TR 0.0%
Value $1.385M Shares 13,107 Est. Cost Unrealized
KWEB KRANESHARES TRUST 0.0%
Value $1.367M Shares 40,138 Est. Cost Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $1.179M Shares 53,836 Est. Cost Unrealized
IOT SAMSARA INC 0.0%
Value $1.045M Shares 29,487 Est. Cost Unrealized
RBLX ROBLOX CORP 0.0%
Value $1.024M Shares 12,639 Est. Cost Unrealized
CPNG COUPANG INC 0.0%
Value $988K Shares 41,864 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $963K Shares 10,477 Est. Cost Unrealized
LRGF ISHARES TR 0.0%
Value $863K Shares 12,436 Est. Cost Unrealized
STRIVE INC 0.0%
Value $827K Shares 1,120,975 Est. Cost Unrealized
SCMB SCHWAB STRATEGIC TR 0.0%
Value $803K Shares 31,160 Est. Cost Unrealized
AVADEL PHARMACEUTICALS PLC 0.0%
Value $729K Shares 33,851 Est. Cost Unrealized
PDYN PALLADYNE AI CORP 0.0%
Value $609K Shares 143,032 Est. Cost Unrealized
HODL VANECK BITCOIN ETF 0.0%
Value $607K Shares 24,545 Est. Cost Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $579K Shares 1,456 Est. Cost Unrealized
BLACKROCK ETF TRUST 0.0%
Value $554K Shares 14,853 Est. Cost Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.0%
Value $554K Shares 26,596 Est. Cost Unrealized
PTMC PACER FDS TR 0.0%
Value $541K Shares 14,899 Est. Cost Unrealized
DAPP VANECK ETF TRUST 0.0%
Value $526K Shares 31,827 Est. Cost Unrealized
OBIL RBB FD INC 0.0%
Value $519K Shares 10,331 Est. Cost Unrealized
ETHV VANECK ETHEREUM TR 0.0%
Value $448K Shares 10,308 Est. Cost Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value $440K Shares 15,175 Est. Cost Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value $408K Shares 47,483 Est. Cost Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value $400K Shares 3,321 Est. Cost Unrealized
OUSA ALPS ETF TR 0.0%
Value $378K Shares 6,550 Est. Cost Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value $376K Shares 13,460 Est. Cost Unrealized
MBLY MOBILEYE GLOBAL INC 0.0%
Value $374K Shares 35,794 Est. Cost Unrealized
DOCU DOCUSIGN INC 0.0%
Value $361K Shares 5,280 Est. Cost Unrealized
USCI UNITED STS COMMODITY INDEX F 0.0%
Value $359K Shares 4,621 Est. Cost Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.0%
Value $346K Shares 10,300 Est. Cost Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value $341K Shares 1,175 Est. Cost Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value $338K Shares 22,988 Est. Cost Unrealized
UAUG INNOVATOR ETFS TRUST 0.0%
Value $333K Shares 8,335 Est. Cost Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value $327K Shares 8,539 Est. Cost Unrealized
TSLY TIDAL TRUST II 0.0%
Value $310K Shares 8,250 Est. Cost Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $300K Shares 1,235 Est. Cost Unrealized
WDAY WORKDAY INC 0.0%
Value $299K Shares 1,390 Est. Cost Unrealized
SAP SAP SE 0.0%
Value $297K Shares 1,224 Est. Cost Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY 0.0%
Value $289K Shares 28,749 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $274K Shares 1,264 Est. Cost Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $264K Shares 5,370 Est. Cost Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value $263K Shares 17,215 Est. Cost Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value $251K Shares 703 Est. Cost Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value $248K Shares 2,443 Est. Cost Unrealized
ALLE ALLEGION PLC 0.0%
Value $248K Shares 1,556 Est. Cost Unrealized
CCAP CRESCENT CAP BDC INC 0.0%
Value $247K Shares 17,080 Est. Cost Unrealized
IMCV ISHARES TR 0.0%
Value $247K Shares 2,995 Est. Cost Unrealized
ISCV ISHARES TR 0.0%
Value $246K Shares 3,594 Est. Cost Unrealized
AGQ PROSHARES TR II 0.0%
Value $244K Shares 1,570 Est. Cost Unrealized
CALC CALCIMEDICA INC 0.0%
Value $234K Shares 35,484 Est. Cost Unrealized
CNC CENTENE CORP DEL 0.0%
Value $233K Shares 5,666 Est. Cost Unrealized
QVMT INVESCO EXCH TRADED FD TR II 0.0%
Value $230K Shares 4,030 Est. Cost Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value $226K Shares 6,508 Est. Cost Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $226K Shares 5,962 Est. Cost Unrealized
EATON VANCE TAX MNGED BUY WR 0.0%
Value $224K Shares 14,650 Est. Cost Unrealized
UYG PROSHARES TR 0.0%
Value $222K Shares 2,424 Est. Cost Unrealized
FWDI FORWARD INDS INC N Y 0.0%
Value $222K Shares 33,560 Est. Cost Unrealized
TQQQ PROSHARES TR 0.0%
Value $221K Shares 4,197 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $219K Shares 3,266 Est. Cost Unrealized
UBS UBS GROUP AG 0.0%
Value $219K Shares 4,729 Est. Cost Unrealized
QDTE ROUNDHILL ETF TRUST 0.0%
Value $219K Shares 6,725 Est. Cost Unrealized
MTH MERITAGE HOMES CORP 0.0%
Value $218K Shares 3,317 Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $215K Shares 3,063 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.0%
Value $213K Shares 126 Est. Cost Unrealized
VTR VENTAS INC 0.0%
Value $211K Shares 2,709 Est. Cost Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value $210K Shares 7,485 Est. Cost Unrealized
SYNOVUS FINL CORP 0.0%
Value $208K Shares 4,163 Est. Cost Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $206K Shares 8,571 Est. Cost Unrealized
AGOX STARBOARD INVT TR 0.0%
Value $205K Shares 7,188 Est. Cost Unrealized
LII LENNOX INTL INC 0.0%
Value $205K Shares 421 Est. Cost Unrealized
DIN DINE BRANDS GLOBAL INC 0.0%
Value $204K Shares 6,325 Est. Cost Unrealized
ISCG ISHARES TR 0.0%
Value $204K Shares 3,671 Est. Cost Unrealized
SONY SONY GROUP CORP 0.0%
Value $202K Shares 7,886 Est. Cost Unrealized
XSW SPDR SERIES TRUST 0.0%
Value $200K Shares 1,069 Est. Cost Unrealized
BITO PROSHARES TR 0.0%
Value $193K Shares 15,864 Est. Cost Unrealized
BITF BITFARMS LTD 0.0%
Value $99,664 Shares 42,410 Est. Cost Unrealized
MSTX TIDAL TRUST II 0.0%
Value $86,171 Shares 22,382 Est. Cost Unrealized
TELFY TELEFONICA S A 0.0%
Value $81,185 Shares 19,211 Est. Cost Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value $70,309 Shares 11,166 Est. Cost Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value $54,282 Shares 11,930 Est. Cost Unrealized
TRUECAR INC 0.0%
Value $51,831 Shares 22,934 Est. Cost Unrealized

Decreased Positions (317)

PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $48.31M (-22.1%) Shares 330,251 (-5.4%) Est. Cost Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value $9.078M (-52.1%) Shares 571,672 (-21.0%) Est. Cost Unrealized
FXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value $386K (-96.2%) Shares 6,872 (-95.9%) Est. Cost Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.183M (-86.1%) Shares 12,115 (-85.9%) Est. Cost Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $1.116M (-86.5%) Shares 4,098 (-85.7%) Est. Cost Unrealized
INDY ISHARES TR 0.0%
Value $222K (-96.7%) Shares 5,251 (-96.2%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $11.21M (-35.7%) Shares 46,237 (-21.4%) Est. Cost Unrealized
FXR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.736M (-77.7%) Shares 21,261 (-78.2%) Est. Cost Unrealized
ICSH ISHARES TR 0.1%
Value $4.114M (-58.3%) Shares 81,266 (-58.4%) Est. Cost Unrealized
WFC WELLS FARGO & CO 0.1%
Value $8.983M (-37.2%) Shares 112,831 (-26.5%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $7.984M (-39.2%) Shares 207,803 (-21.5%) Est. Cost Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.2%
Value $15.26M (-24.6%) Shares 625,539 (-26.8%) Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value $1.724M (-74.2%) Shares 21,665 (-73.9%) Est. Cost Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.4%
Value $31.67M (-12.5%) Shares 241,389 (-21.6%) Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $4.454M (-45.5%) Shares 9,662 (-33.0%) Est. Cost Unrealized
IWN ISHARES TR 0.1%
Value $6.596M (-35.6%) Shares 34,791 (-38.4%) Est. Cost Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value $11.35M (-24.3%) Shares 208,149 (-17.7%) Est. Cost Unrealized
FXZ FIRST TR EXCHANGE-TRADED FD 0.0%
Value $663K (-83.8%) Shares 8,703 (-86.2%) Est. Cost Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $10.67M (-23.4%) Shares 116,457 (-23.6%) Est. Cost Unrealized
KBWY INVESCO EXCH TRADED FD TR II 0.0%
Value $2.21M (-56.8%) Shares 144,611 (-56.3%) Est. Cost Unrealized
ORCL ORACLE CORP 0.1%
Value $6.757M (-29.5%) Shares 45,932 (-6.5%) Est. Cost Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value $2.845M (-49.0%) Shares 115,048 (-48.6%) Est. Cost Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $7.701M (-26.2%) Shares 138,701 (-21.9%) Est. Cost Unrealized
SRVR PACER FDS TR 0.0%
Value $501K (-84.2%) Shares 16,046 (-85.3%) Est. Cost Unrealized
EMB ISHARES TR 0.0%
Value $2.635M (-49.8%) Shares 28,054 (-48.5%) Est. Cost Unrealized
PPTY ETF SER SOLUTIONS 0.0%
Value $2.072M (-52.7%) Shares 68,826 (-52.7%) Est. Cost Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $392K (-85.1%) Shares 11,660 (-83.8%) Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $7.813M (+40.0%) Shares 31,181 (-9.5%) Est. Cost Unrealized
LQD ISHARES TR 0.1%
Value $7.234M (-23.5%) Shares 66,375 (-22.7%) Est. Cost Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value $2.014M (-52.1%) Shares 33,642 (-49.6%) Est. Cost Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value $7.958M (-21.4%) Shares 156,551 (-21.0%) Est. Cost Unrealized
CCJ CAMECO CORP 0.2%
Value $13.82M (+17.4%) Shares 127,213 (-1.1%) Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $7.455M (-21.1%) Shares 297,019 (-17.6%) Est. Cost Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $1.12M (-63.7%) Shares 52,480 (-62.1%) Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $5.134M (-26.8%) Shares 50,003 (-10.6%) Est. Cost Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.1%
Value $11.03M (-14.5%) Shares 65,249 (-7.6%) Est. Cost Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $8.602M (-17.2%) Shares 36,754 (-4.7%) Est. Cost Unrealized
MLN VANECK ETF TRUST 0.1%
Value $6.518M (-21.4%) Shares 373,730 (-21.0%) Est. Cost Unrealized
BRO BROWN & BROWN INC 0.0%
Value $788K (-69.2%) Shares 12,091 (-62.4%) Est. Cost Unrealized
IYW ISHARES TR 0.0%
Value $809K (-68.3%) Shares 4,461 (-65.2%) Est. Cost Unrealized
IGSB ISHARES TR 0.2%
Value $14.59M (-10.7%) Shares 277,614 (-10.1%) Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value $4.823M (-25.5%) Shares 32,898 (-21.4%) Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $2.582M (-38.5%) Shares 17,123 (-10.5%) Est. Cost Unrealized
TLT ISHARES TR 0.4%
Value $30.78M (-4.9%) Shares 355,054 (-4.4%) Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $1.345M (-54.1%) Shares 21,442 (-30.3%) Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value $3.178M (-33.2%) Shares 26,793 (-9.4%) Est. Cost Unrealized
FBIO FORTRESS BIOTECH INC 0.0%
Value $57,639 (-96.4%) Shares 20,659 (-95.3%) Est. Cost Unrealized
INTU INTUIT 0.0%
Value $873K (-63.5%) Shares 2,019 (-44.0%) Est. Cost Unrealized
BLK BLACKROCK INC 0.1%
Value $4.12M (-25.4%) Shares 4,284 (-16.9%) Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $3.04M (-31.3%) Shares 68,892 (-42.5%) Est. Cost Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.194M (-53.7%) Shares 10,914 (-44.9%) Est. Cost Unrealized
IEF ISHARES TR 0.1%
Value $8.707M (-13.4%) Shares 91,225 (-12.8%) Est. Cost Unrealized
IWS ISHARES TR 0.0%
Value $1.1M (-55.0%) Shares 7,548 (-56.4%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $14.2M (-8.5%) Shares 69,805 (-3.6%) Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $3.868M (-25.1%) Shares 22,154 (-3.0%) Est. Cost Unrealized
WMT WALMART INC 0.4%
Value $30.23M (+4.4%) Shares 242,768 (-6.4%) Est. Cost Unrealized
TOST TOAST INC 0.0%
Value $1.197M (-51.4%) Shares 45,147 (-34.9%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $3.436M (-26.6%) Shares 16,772 (-7.2%) Est. Cost Unrealized
DERM JOURNEY MED CORP 0.0%
Value $1.781M (-40.8%) Shares 379,807 (-2.7%) Est. Cost Unrealized
BUXX EA SERIES TRUST 0.0%
Value $740K (-62.0%) Shares 36,546 (-62.0%) Est. Cost Unrealized
NTR NUTRIEN LTD 0.1%
Value $7.261M (+18.5%) Shares 95,523 (-2.9%) Est. Cost Unrealized
NLR VANECK ETF TRUST 0.1%
Value $5.675M (-16.1%) Shares 42,609 (-21.7%) Est. Cost Unrealized
DASH DOORDASH INC 0.0%
Value $429K (-71.2%) Shares 2,858 (-56.5%) Est. Cost Unrealized
GM GENERAL MTRS CO 0.1%
Value $9.709M (-9.7%) Shares 130,321 (-1.5%) Est. Cost Unrealized
MS MORGAN STANLEY 0.1%
Value $6.994M (-12.8%) Shares 42,501 (-5.9%) Est. Cost Unrealized
QYLD GLOBAL X FDS 0.0%
Value $2.195M (-31.8%) Shares 127,969 (-29.7%) Est. Cost Unrealized
IJR ISHARES TR 0.2%
Value $16.31M (-5.9%) Shares 131,190 (-9.0%) Est. Cost Unrealized
APH AMPHENOL CORP 0.1%
Value $4.391M (-18.1%) Shares 34,684 (-12.4%) Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value $406K (-70.3%) Shares 15,695 (-65.0%) Est. Cost Unrealized
WMB WILLIAMS COS INC 0.1%
Value $6.172M (+17.2%) Shares 84,797 (-3.2%) Est. Cost Unrealized
GLD SPDR GOLD TR 0.3%
Value $24.81M (+3.7%) Shares 57,649 (-4.5%) Est. Cost Unrealized
TSLL DIREXION SHARES ETF TRUST 0.0%
Value $1.345M (-38.7%) Shares 110,717 (-3.6%) Est. Cost Unrealized
AGNC AGNC INVT CORP 0.0%
Value $1.914M (-30.1%) Shares 188,582 (-25.4%) Est. Cost Unrealized
T AT&T INC 0.1%
Value $9.611M (+9.2%) Shares 331,537 (-6.4%) Est. Cost Unrealized
IBMR ISHARES TR 0.0%
Value $3.111M (-20.3%) Shares 122,731 (-20.1%) Est. Cost Unrealized
VFLO VICTORY PORTFOLIOS II 0.2%
Value $14.23M (-5.3%) Shares 360,315 (-5.5%) Est. Cost Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.427M (-34.8%) Shares 30,024 (-35.6%) Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $1.104M (-40.7%) Shares 20,750 (-28.7%) Est. Cost Unrealized
TAFI AB ACTIVE ETFS INC 0.0%
Value $1.233M (-38.0%) Shares 48,950 (-37.7%) Est. Cost Unrealized
KAYNE ANDERSON ENERGY INFRST 0.1%
Value $7.376M (+11.2%) Shares 516,513 (-3.6%) Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $846K (-45.3%) Shares 3,061 (-44.6%) Est. Cost Unrealized
IAU ISHARES GOLD TR 0.3%
Value $22.63M (+3.2%) Shares 256,644 (-5.0%) Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $5.607M (+14.2%) Shares 148,171 (-3.3%) Est. Cost Unrealized
TRGP TARGA RES CORP 0.0%
Value $259K (-72.9%) Shares 1,031 (-80.0%) Est. Cost Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $447K (-60.8%) Shares 30,951 (-28.9%) Est. Cost Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value $677K (-49.8%) Shares 7,358 (-39.0%) Est. Cost Unrealized
FXN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.504M (+23.7%) Shares 156,009 (-9.3%) Est. Cost Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $1.552M (-30.1%) Shares 7,087 (-32.4%) Est. Cost Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $1.132M (-36.3%) Shares 49,305 (-34.4%) Est. Cost Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value $457K (-58.0%) Shares 4,247 (-55.6%) Est. Cost Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.235M (-21.9%) Shares 35,665 (-11.0%) Est. Cost Unrealized
SA SEABRIDGE GOLD INC 0.1%
Value $4.111M (-13.2%) Shares 145,062 (-9.4%) Est. Cost Unrealized
FSK FS KKR CAP CORP 0.0%
Value $369K (-62.6%) Shares 34,631 (-48.1%) Est. Cost Unrealized
VNOM VIPER ENERGY INC 0.0%
Value $292K (-65.9%) Shares 6,220 (-72.0%) Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $3.035M (-15.5%) Shares 9,468 (-14.6%) Est. Cost Unrealized
FXU FIRST TR EXCHANGE-TRADED FD 0.1%
Value $7.759M (+7.7%) Shares 156,473 (-2.2%) Est. Cost Unrealized
PULS PGIM ETF TR 0.0%
Value $1.941M (-22.0%) Shares 39,062 (-21.8%) Est. Cost Unrealized
NRG NRG ENERGY INC 0.0%
Value $322K (-63.0%) Shares 2,205 (-59.7%) Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1.82M (-22.9%) Shares 14,503 (-10.0%) Est. Cost Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value $1.54M (-26.0%) Shares 21,889 (-21.9%) Est. Cost Unrealized
HON HONEYWELL INTL INC 0.1%
Value $5.612M (+10.3%) Shares 24,830 (-4.8%) Est. Cost Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $672K (-43.7%) Shares 9,186 (-45.1%) Est. Cost Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $1.611M (-24.3%) Shares 27,287 (-2.2%) Est. Cost Unrealized
SYK STRYKER CORPORATION 0.1%
Value $4.906M (-9.4%) Shares 14,890 (-3.1%) Est. Cost Unrealized
IBMS ISHARES TR 0.0%
Value $2.756M (-15.6%) Shares 106,702 (-14.8%) Est. Cost Unrealized
RLY SSGA ACTIVE ETF TR 0.0%
Value $1.439M (-26.1%) Shares 39,794 (-35.7%) Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $1.473M (-24.9%) Shares 8,490 (-19.7%) Est. Cost Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value $6.895M (-6.6%) Shares 107,881 (-2.9%) Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value $358K (-57.7%) Shares 5,290 (-51.8%) Est. Cost Unrealized
JEF JEFFERIES FINANCIAL GROUP IN 0.0%
Value $888K (-35.2%) Shares 21,515 (-2.7%) Est. Cost Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $409K (-53.9%) Shares 21,578 (-53.3%) Est. Cost Unrealized
EWJ ISHARES INC 0.2%
Value $15.91M (+3.1%) Shares 188,392 (-1.4%) Est. Cost Unrealized
SMIN ISHARES TR 0.0%
Value $2.357M (-16.1%) Shares 39,316 (-2.2%) Est. Cost Unrealized
CRH CRH PLC 0.0%
Value $2.073M (-17.7%) Shares 19,644 (-2.7%) Est. Cost Unrealized
LIN LINDE PLC 0.1%
Value $4.169M (+11.7%) Shares 8,409 (-3.9%) Est. Cost Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value $3.127M (-12.1%) Shares 69,410 (-19.1%) Est. Cost Unrealized
INDA ISHARES TR 0.0%
Value $2.526M (-14.4%) Shares 53,919 (-1.3%) Est. Cost Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value $3.376M (+14.4%) Shares 4,638 (-13.1%) Est. Cost Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.458M (-22.4%) Shares 14,142 (-18.2%) Est. Cost Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value $5.297M (+8.4%) Shares 81,531 (-12.5%) Est. Cost Unrealized
MFS GOVT MKTS INCOME TR 0.0%
Value $3.714M (-9.9%) Shares 1,263,163 (-7.3%) Est. Cost Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.3%
Value $25.44M (+1.6%) Shares 210,653 (-2.0%) Est. Cost Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value $5.426M (+8.0%) Shares 72,671 (-10.1%) Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $230K (-63.1%) Shares 10,244 (-60.3%) Est. Cost Unrealized
NET CLOUDFLARE INC 0.0%
Value $834K (-31.9%) Shares 4,041 (-35.0%) Est. Cost Unrealized
PAAA PGIM ETF TR 0.1%
Value $4.516M (-7.8%) Shares 87,899 (-8.0%) Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $3.637M (-9.3%) Shares 39,396 (-10.4%) Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $2.67M (+15.6%) Shares 14,657 (-18.1%) Est. Cost Unrealized
CALF PACER FDS TR 0.0%
Value $3.623M (-8.6%) Shares 80,749 (-9.0%) Est. Cost Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value $217K (-60.3%) Shares 5,193 (-63.2%) Est. Cost Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.675M (-16.0%) Shares 27,917 (-16.1%) Est. Cost Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $14.15M (+2.2%) Shares 399,311 (-4.8%) Est. Cost Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value $75,982 (-79.8%) Shares 11,060 (-70.7%) Est. Cost Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.802M (-14.2%) Shares 8,342 (-8.6%) Est. Cost Unrealized
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $2.166M (-12.0%) Shares 30,788 (-11.2%) Est. Cost Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value $5.158M (+6.0%) Shares 111,676 (-2.4%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $558K (-33.9%) Shares 12,335 (-14.7%) Est. Cost Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value $8.171M (-3.3%) Shares 163,784 (-2.6%) Est. Cost Unrealized
SWAN AMPLIFY ETF TR 0.0%
Value $2.074M (-11.9%) Shares 66,771 (-7.9%) Est. Cost Unrealized
DHR DANAHER CORP DEL 0.0%
Value $1.239M (-18.4%) Shares 6,521 (-1.5%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $2.984M (-8.2%) Shares 108,684 (-3.7%) Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $3.158M (-7.8%) Shares 27,849 (-5.1%) Est. Cost Unrealized
SE SEA LTD 0.0%
Value $323K (-44.8%) Shares 3,901 (-15.0%) Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $524K (-32.8%) Shares 4,705 (-12.7%) Est. Cost Unrealized
IBMQ ISHARES TR 0.0%
Value $961K (-21.0%) Shares 37,644 (-20.8%) Est. Cost Unrealized
EXE EXPAND ENERGY CORPORATION 0.1%
Value $10.37M (-2.4%) Shares 94,434 (-1.9%) Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $2.255M (-9.9%) Shares 6,284 (-2.3%) Est. Cost Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $1.786M (-12.0%) Shares 9,932 (-5.2%) Est. Cost Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value $3.424M (-6.5%) Shares 55,154 (-3.0%) Est. Cost Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value $1.052M (-18.3%) Shares 15,440 (-12.2%) Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $906K (+34.9%) Shares 3,210 (-3.0%) Est. Cost Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value $824K (-22.0%) Shares 37,766 (-17.5%) Est. Cost Unrealized
NXG CUSHING MIDSTREAM ENERGY 0.0%
Value $2.213M (+11.4%) Shares 49,740 (-2.2%) Est. Cost Unrealized
EPS WISDOMTREE TR 0.0%
Value $910K (-19.7%) Shares 13,355 (-16.5%) Est. Cost Unrealized
NDSN NORDSON CORP 0.0%
Value $2.949M (-7.0%) Shares 11,051 (-15.9%) Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $2.737M (+8.5%) Shares 9,737 (-3.1%) Est. Cost Unrealized
SDSI AMERICAN CENTY ETF TR 0.0%
Value $360K (-37.1%) Shares 7,011 (-36.8%) Est. Cost Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value $959K (-18.1%) Shares 97,692 (-11.3%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $5.557M (-3.5%) Shares 56,101 (-17.2%) Est. Cost Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $748K (+35.0%) Shares 4,323 (-1.8%) Est. Cost Unrealized
GDX VANECK ETF TRUST 0.1%
Value $8.214M (+2.3%) Shares 89,501 (-4.4%) Est. Cost Unrealized
SLQD ISHARES TR 0.1%
Value $6.836M (-2.6%) Shares 135,401 (-2.2%) Est. Cost Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value $761K (+32.2%) Shares 22,378 (-3.7%) Est. Cost Unrealized
AENT ALLIANCE ENTERTAINMENT HOLDI 0.0%
Value $531K (-25.8%) Shares 81,028 (-8.5%) Est. Cost Unrealized
DEI DOUGLAS EMMETT INC 0.0%
Value $1.042M (-14.9%) Shares 108,436 (-1.0%) Est. Cost Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $333K (-35.4%) Shares 21,676 (-26.1%) Est. Cost Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value $4.908M (-3.5%) Shares 96,884 (-2.6%) Est. Cost Unrealized
TCHP T ROWE PRICE ETF INC 0.0%
Value $1.144M (-13.1%) Shares 25,900 (-1.9%) Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $1.178M (-12.8%) Shares 9,941 (-4.9%) Est. Cost Unrealized
CDL VICTORY PORTFOLIOS II 0.1%
Value $7.343M (+2.4%) Shares 98,539 (-5.4%) Est. Cost Unrealized
SMTH ALPS ETF TR 0.0%
Value $276K (-37.6%) Shares 10,714 (-36.8%) Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $795K (-16.9%) Shares 24,838 (-4.0%) Est. Cost Unrealized
IBMP ISHARES TR 0.0%
Value $1.422M (-10.2%) Shares 55,891 (-10.4%) Est. Cost Unrealized
INTF ISHARES TR 0.0%
Value $438K (-26.8%) Shares 11,245 (-29.1%) Est. Cost Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.815M (-5.2%) Shares 134,319 (-4.0%) Est. Cost Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $326K (-32.2%) Shares 10,276 (-49.9%) Est. Cost Unrealized
EQIX EQUINIX INC 0.0%
Value $727K (+26.3%) Shares 741 (-1.3%) Est. Cost Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value $2.837M (+5.6%) Shares 85,393 (-5.3%) Est. Cost Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $365K (-28.6%) Shares 10,728 (-25.8%) Est. Cost Unrealized
OCSL OAKTREE SPECIALTY LENDING 0.0%
Value $368K (-28.1%) Shares 32,544 (-18.9%) Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $1.008M (-12.4%) Shares 18,026 (-2.1%) Est. Cost Unrealized
PTLC PACER FDS TR 0.0%
Value $947K (-12.8%) Shares 18,046 (-6.6%) Est. Cost Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value $359K (-27.4%) Shares 6,538 (-25.7%) Est. Cost Unrealized
ESGU ISHARES TR 0.0%
Value $439K (-23.4%) Shares 3,106 (-19.3%) Est. Cost Unrealized
ILCG ISHARES TR 0.0%
Value $823K (-13.9%) Shares 8,617 (-6.2%) Est. Cost Unrealized
TRMB TRIMBLE INC 0.0%
Value $279K (-31.9%) Shares 4,279 (-18.2%) Est. Cost Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value $366K (-26.2%) Shares 8,397 (-25.0%) Est. Cost Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $266K (-32.1%) Shares 6,565 (-29.9%) Est. Cost Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value $3.262M (-3.7%) Shares 146,029 (-2.4%) Est. Cost Unrealized
MDWD MEDIWOUND LTD 0.0%
Value $762K (-14.1%) Shares 47,271 (-1.5%) Est. Cost Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value $3.726M (-3.2%) Shares 78,380 (-2.4%) Est. Cost Unrealized
AGGY WISDOMTREE TR 0.0%
Value $705K (-14.4%) Shares 16,234 (-13.3%) Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $1.935M (+6.5%) Shares 8,395 (-5.2%) Est. Cost Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value $6.08M (+2.0%) Shares 199,332 (-1.0%) Est. Cost Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value $911K (-11.4%) Shares 9,769 (-2.9%) Est. Cost Unrealized
MFS HIGH INCOME MUN TR 0.0%
Value $2.138M (-5.1%) Shares 576,180 (-5.4%) Est. Cost Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.0%
Value $666K (-14.5%) Shares 39,654 (-1.7%) Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $447K (-19.8%) Shares 5,878 (-14.1%) Est. Cost Unrealized
MTUM ISHARES TR 0.0%
Value $1.549M (-6.7%) Shares 6,456 (-2.7%) Est. Cost Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $1.483M (-6.8%) Shares 33,835 (-5.7%) Est. Cost Unrealized
VALE VALE S A 0.0%
Value $1.355M (+8.5%) Shares 85,194 (-4.0%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $727K (+17.2%) Shares 15,469 (-13.4%) Est. Cost Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value $1.651M (-6.1%) Shares 9,873 (-10.1%) Est. Cost Unrealized
EVR EVERCORE INC 0.0%
Value $593K (-15.1%) Shares 1,988 (-3.2%) Est. Cost Unrealized
MP MP MATERIALS CORP 0.0%
Value $574K (-15.4%) Shares 11,902 (-11.5%) Est. Cost Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $859K (-10.5%) Shares 18,256 (-12.3%) Est. Cost Unrealized
IRM IRON MTN INC DEL 0.0%
Value $657K (+17.4%) Shares 6,380 (-4.5%) Est. Cost Unrealized
BALL BALL CORP 0.0%
Value $210K (-31.6%) Shares 3,545 (-38.7%) Est. Cost Unrealized
VCR VANGUARD WORLD FD 0.0%
Value $671K (-12.5%) Shares 1,869 (-4.0%) Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $1.059M (-8.1%) Shares 18,214 (-14.1%) Est. Cost Unrealized
GPC GENUINE PARTS CO 0.0%
Value $393K (-18.7%) Shares 3,678 (-5.8%) Est. Cost Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value $468K (-16.2%) Shares 22,875 (-4.1%) Est. Cost Unrealized
IWL ISHARES TR 0.0%
Value $858K (-9.4%) Shares 5,344 (-3.7%) Est. Cost Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value $698K (-11.3%) Shares 32,714 (-7.2%) Est. Cost Unrealized
FUMB FIRST TR EXCH TRADED FD III 0.0%
Value $1.034M (-7.9%) Shares 51,561 (-7.8%) Est. Cost Unrealized
FXD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $750K (-10.3%) Shares 11,719 (-4.2%) Est. Cost Unrealized
IAI ISHARES TR 0.0%
Value $353K (-19.5%) Shares 2,149 (-12.0%) Est. Cost Unrealized
ABRDN WORLD HEALTHCARE FUND 0.0%
Value $651K (-11.6%) Shares 55,797 (-2.3%) Est. Cost Unrealized
CMS CMS ENERGY CORP 0.0%
Value $947K (+9.3%) Shares 12,203 (-1.5%) Est. Cost Unrealized
KO COCA COLA CO 0.1%
Value $8.975M (-0.9%) Shares 117,205 (-9.5%) Est. Cost Unrealized
ZECP ZACKS TRUST 0.0%
Value $786K (-9.1%) Shares 23,223 (-5.9%) Est. Cost Unrealized
COWZ PACER FDS TR 0.1%
Value $6.91M (-1.1%) Shares 110,451 (-3.9%) Est. Cost Unrealized
FDX FEDEX CORP 0.0%
Value $1.455M (+5.7%) Shares 4,068 (-14.2%) Est. Cost Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value $494K (-13.5%) Shares 29,746 (-21.9%) Est. Cost Unrealized
MOS MOSAIC CO 0.0%
Value $3.804M (+2.1%) Shares 149,157 (-3.6%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $2.07M (+3.8%) Shares 6,328 (-1.5%) Est. Cost Unrealized
EPI WISDOMTREE TR 0.0%
Value $246K (-23.6%) Shares 6,033 (-13.3%) Est. Cost Unrealized
CHAT TIDAL TRUST II 0.0%
Value $3.307M (+2.3%) Shares 53,461 (-2.5%) Est. Cost Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $288K (-20.4%) Shares 3,493 (-19.3%) Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $3.697M (-1.9%) Shares 4,129 (-3.7%) Est. Cost Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value $140K (-34.3%) Shares 28,465 (-33.0%) Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $638K (-10.2%) Shares 1,429 (-8.8%) Est. Cost Unrealized
EATON VANCE TAX-ADVANTAGED G 0.0%
Value $286K (-20.1%) Shares 10,718 (-9.0%) Est. Cost Unrealized
KAT ADVISORS SER TR 0.0%
Value $476K (-13.0%) Shares 8,884 (-10.7%) Est. Cost Unrealized
AFL AFLAC INC 0.0%
Value $2.501M (-2.7%) Shares 22,795 (-2.2%) Est. Cost Unrealized
TLN TALEN ENERGY CORP 0.0%
Value $351K (-16.2%) Shares 1,100 (-1.6%) Est. Cost Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $1.998M (-3.3%) Shares 29,191 (-2.0%) Est. Cost Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value $379K (-14.9%) Shares 7,368 (-3.6%) Est. Cost Unrealized
TNA DIREXION SHARES ETF TRUST 0.0%
Value $277K (-19.1%) Shares 6,271 (-16.5%) Est. Cost Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value $468K (-11.8%) Shares 54,336 (-3.1%) Est. Cost Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $703K (-8.1%) Shares 7,945 (-5.0%) Est. Cost Unrealized
FLOT ISHARES TR 0.0%
Value $533K (-10.3%) Shares 10,460 (-10.5%) Est. Cost Unrealized
FTRI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $629K (+10.4%) Shares 35,218 (-3.1%) Est. Cost Unrealized
CCI CROWN CASTLE INC 0.0%
Value $265K (-18.2%) Shares 3,255 (-10.7%) Est. Cost Unrealized
NOBL PROSHARES TR 0.1%
Value $7.806M (+0.7%) Shares 73,632 (-1.1%) Est. Cost Unrealized
QBIG INVESCO ACTIVELY MANAGED EXC 0.0%
Value $311K (-15.2%) Shares 9,129 (-4.3%) Est. Cost Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $458K (-10.4%) Shares 52,897 (-1.4%) Est. Cost Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value $1.489M (+3.6%) Shares 6,810 (-2.6%) Est. Cost Unrealized
REIT ALPS ETF TR 0.0%
Value $224K (-18.6%) Shares 8,199 (-21.8%) Est. Cost Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $409K (-10.6%) Shares 1,958 (-2.7%) Est. Cost Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $1.295M (-3.6%) Shares 8,931 (-6.1%) Est. Cost Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $1.444M (-3.2%) Shares 11,839 (-5.8%) Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $266K (-14.9%) Shares 1,637 (-8.1%) Est. Cost Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $3.011M (+1.5%) Shares 10,130 (-3.9%) Est. Cost Unrealized
HIGHLAND GLOBAL ALLOCATION F 0.0%
Value $293K (-13.5%) Shares 36,500 (-1.6%) Est. Cost Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $294K (-13.3%) Shares 6,364 (-2.6%) Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $1.021M (-4.2%) Shares 6,489 (-1.4%) Est. Cost Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value $691K (-6.0%) Shares 39,912 (-26.5%) Est. Cost Unrealized
WCBR WISDOMTREE TR 0.0%
Value $324K (-11.8%) Shares 13,005 (-1.5%) Est. Cost Unrealized
SYY SYSCO CORP 0.0%
Value $828K (-4.9%) Shares 11,613 (-1.8%) Est. Cost Unrealized
FXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $262K (-13.7%) Shares 1,647 (-8.6%) Est. Cost Unrealized
HCMT DIREXION SHARES ETF TRUST 0.0%
Value $294K (-12.3%) Shares 8,341 (-3.9%) Est. Cost Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value $298K (+15.7%) Shares 27,527 (-34.7%) Est. Cost Unrealized
RPM RPM INTL INC 0.0%
Value $285K (-12.4%) Shares 2,872 (-8.3%) Est. Cost Unrealized
NVT NVENT ELEC PLC 0.0%
Value $477K (+9.2%) Shares 4,030 (-5.9%) Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1.131M (+3.6%) Shares 4,318 (-1.9%) Est. Cost Unrealized
KBE SPDR SERIES TRUST 0.0%
Value $624K (-5.8%) Shares 10,471 (-4.0%) Est. Cost Unrealized
IYH ISHARES TR 0.0%
Value $346K (-9.6%) Shares 5,609 (-4.5%) Est. Cost Unrealized
TKR TIMKEN CO 0.0%
Value $266K (+15.2%) Shares 2,649 (-3.6%) Est. Cost Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value $537K (-5.8%) Shares 39,303 (-1.1%) Est. Cost Unrealized
STXK EA SERIES TRUST 0.1%
Value $4.291M (-0.7%) Shares 128,642 (-1.0%) Est. Cost Unrealized
CIFR CIPHER DIGITAL INC 0.0%
Value $134K (-18.0%) Shares 10,412 (-5.9%) Est. Cost Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value $232K (-11.2%) Shares 4,435 (-16.5%) Est. Cost Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value $650K (-4.3%) Shares 19,718 (-4.9%) Est. Cost Unrealized
ACWV ISHARES INC 0.0%
Value $627K (-4.4%) Shares 5,243 (-5.0%) Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $868K (-3.1%) Shares 9,571 (-3.7%) Est. Cost Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $555K (-4.8%) Shares 5,365 (-5.7%) Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $682K (-3.8%) Shares 2,338 (-4.3%) Est. Cost Unrealized
IAK ISHARES TR 0.0%
Value $288K (-8.5%) Shares 2,248 (-2.9%) Est. Cost Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value $136K (-16.5%) Shares 18,631 (-4.1%) Est. Cost Unrealized
HSY HERSHEY CO 0.0%
Value $313K (-7.6%) Shares 1,505 (-19.2%) Est. Cost Unrealized
WLTG ETF OPPORTUNITIES TRUST 0.0%
Value $277K (-8.2%) Shares 8,165 (-5.7%) Est. Cost Unrealized
ELFY ALPS ETF TR 0.0%
Value $359K (+7.4%) Shares 9,116 (-3.9%) Est. Cost Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $206K (-10.6%) Shares 2,006 (-14.0%) Est. Cost Unrealized
IGIB ISHARES TR 0.0%
Value $232K (-8.9%) Shares 4,363 (-7.8%) Est. Cost Unrealized
WWD WOODWARD INC 0.0%
Value $368K (+6.5%) Shares 1,029 (-10.0%) Est. Cost Unrealized
DFGR DIMENSIONAL ETF TRUST 0.0%
Value $296K (-7.0%) Shares 11,127 (-7.6%) Est. Cost Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value $1.006M (-2.1%) Shares 50,384 (-1.6%) Est. Cost Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $954K (+2.2%) Shares 14,223 (-2.0%) Est. Cost Unrealized
IDU ISHARES TR 0.0%
Value $386K (+5.3%) Shares 3,324 (-1.8%) Est. Cost Unrealized
IJT ISHARES TR 0.0%
Value $493K (-3.7%) Shares 3,406 (-6.1%) Est. Cost Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value $530K (-3.3%) Shares 12,476 (-1.6%) Est. Cost Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value $217K (-7.6%) Shares 3,682 (-13.6%) Est. Cost Unrealized
EATON VANCE TAX ADVT DIV INC 0.0%
Value $411K (-4.2%) Shares 16,744 (-1.7%) Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $305K (+6.2%) Shares 4,924 (-7.2%) Est. Cost Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value $406K (+4.4%) Shares 15,705 (-2.8%) Est. Cost Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $237K (-6.4%) Shares 26,957 (-1.7%) Est. Cost Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value $345K (+4.8%) Shares 909 (-6.1%) Est. Cost Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value $199K (-7.4%) Shares 26,153 (-1.2%) Est. Cost Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value $381K (-3.6%) Shares 8,776 (-2.0%) Est. Cost Unrealized
IDV ISHARES TR 0.0%
Value $937K (-1.3%) Shares 22,019 (-8.6%) Est. Cost Unrealized
TLTW ISHARES TR 0.0%
Value $210K (-5.3%) Shares 9,300 (-5.1%) Est. Cost Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $100K (-10.2%) Shares 14,411 (-2.4%) Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $346K (-2.6%) Shares 7,139 (-2.0%) Est. Cost Unrealized
IBDS ISHARES TR 0.0%
Value $496K (-1.8%) Shares 20,472 (-1.6%) Est. Cost Unrealized
IDEV ISHARES TR 0.0%
Value $3.161M (+0.3%) Shares 37,819 (-1.1%) Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $268K (-2.8%) Shares 11,178 (-2.1%) Est. Cost Unrealized
DRTS ALPHA TAU MEDICAL LTD 0.0%
Value $212K (-2.7%) Shares 30,000 (-31.9%) Est. Cost Unrealized
VIK VIKING HOLDINGS LTD 0.0%
Value $316K (-1.8%) Shares 4,301 (-4.6%) Est. Cost Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.0%
Value $463K (-1.2%) Shares 13,511 (-5.6%) Est. Cost Unrealized
BURL BURLINGTON STORES INC 0.0%
Value $287K (-1.9%) Shares 883 (-12.8%) Est. Cost Unrealized
PL PLANET LABS PBC 0.0%
Value $265K (-2.0%) Shares 9,485 (-30.8%) Est. Cost Unrealized
BROOKFIELD REAL ASSETS INCOM 0.0%
Value $132K (-2.7%) Shares 10,298 (-1.9%) Est. Cost Unrealized
XSOE WISDOMTREE TR 0.0%
Value $603K (-0.5%) Shares 15,045 (-3.2%) Est. Cost Unrealized
SOXL DIREXION SHARES ETF TRUST 0.0%
Value $316K (+0.5%) Shares 6,589 (-11.8%) Est. Cost Unrealized
DOV DOVER CORP 0.0%
Value $1.279M (+0.0%) Shares 6,136 (-6.3%) Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $280K (+0.0%) Shares 4,332 (-1.4%) Est. Cost Unrealized

Unchanged Positions (201)

TSLA TESLA INC 0.5%
Value $37.03M Shares 99,602 Est. Cost Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.0%
Value $81.87M Shares 344,553 Est. Cost Unrealized
UUUU ENERGY FUELS INC 0.2%
Value $18.84M Shares 1,032,515 Est. Cost Unrealized
GPZ VANECK ETF TRUST 0.1%
Value $10.76M Shares 500,927 Est. Cost Unrealized
EFAV ISHARES TR 0.4%
Value $34.2M Shares 374,321 Est. Cost Unrealized
DNN DENISON MINES CORP 0.1%
Value $8.402M Shares 2,380,247 Est. Cost Unrealized
ET ENERGY TRANSFER L P 0.2%
Value $13.72M Shares 710,703 Est. Cost Unrealized
FRO FRONTLINE PLC 0.1%
Value $5.055M Shares 145,000 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $16.19M Shares 47,782 Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value $5.186M Shares 18,571 Est. Cost Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value $4.228M Shares 14,899 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $3.588M Shares 54,273 Est. Cost Unrealized
UEC URANIUM ENERGY CORP 0.1%
Value $8.281M Shares 613,415 Est. Cost Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $2.335M Shares 147,490 Est. Cost Unrealized
IJH ISHARES TR 0.4%
Value $29.5M Shares 436,907 Est. Cost Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value $2.456M Shares 92,558 Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $4.707M Shares 8,332 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $7.415M Shares 38,193 Est. Cost Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value $10.01M Shares 204,584 Est. Cost Unrealized
DIA STATE STR SPDR DOW JONES IND 0.3%
Value $20.86M Shares 44,945 Est. Cost Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value $5.908M Shares 850,056 Est. Cost Unrealized
HMY HARMONY GOLD MNG LTD 0.0%
Value $2.319M Shares 150,886 Est. Cost Unrealized
EQT EQT CORP 0.1%
Value $4.228M Shares 66,438 Est. Cost Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.1%
Value $4.601M Shares 90,575 Est. Cost Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value $3.796M Shares 84,812 Est. Cost Unrealized
GEL GENESIS ENERGY L P 0.0%
Value $3.753M Shares 210,497 Est. Cost Unrealized
SIL GLOBAL X FDS 0.1%
Value $7.353M Shares 81,627 Est. Cost Unrealized
NXE NEXGEN ENERGY LTD 0.0%
Value $2.157M Shares 185,944 Est. Cost Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value $1.86M Shares 35,196 Est. Cost Unrealized
XLSR SSGA ACTIVE TR 0.1%
Value $5.902M Shares 102,210 Est. Cost Unrealized
MUR MURPHY OIL CORP 0.0%
Value $1.669M Shares 40,453 Est. Cost Unrealized
DHC DIVERSIFIED HEALTHCARE TR 0.0%
Value $1.5M Shares 225,883 Est. Cost Unrealized
SILJ AMPLIFY ETF TR 0.1%
Value $5.763M Shares 193,900 Est. Cost Unrealized
EMHY ISHARES INC 0.2%
Value $12.58M Shares 319,492 Est. Cost Unrealized
NUGT DIREXION SHARES ETF TRUST 0.2%
Value $15.62M Shares 83,000 Est. Cost Unrealized
DIVO AMPLIFY ETF TR 0.2%
Value $18.29M Shares 407,716 Est. Cost Unrealized
ETN EATON CORP PLC 0.0%
Value $3.069M Shares 8,580 Est. Cost Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $3.158M Shares 12,601 Est. Cost Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value $10.27M Shares 578,594 Est. Cost Unrealized
DRLL EA SERIES TRUST 0.0%
Value $996K Shares 25,233 Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value $29.35M Shares 152,920 Est. Cost Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $1.368M Shares 61,269 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $1.233M Shares 16,960 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $3.56M Shares 37,879 Est. Cost Unrealized
CAVA CAVA GROUP INC 0.0%
Value $934K Shares 11,545 Est. Cost Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value $1.241M Shares 47,106 Est. Cost Unrealized
CB CHUBB LTD SWITZ 0.1%
Value $5.28M Shares 16,154 Est. Cost Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value $2.834M Shares 302,804 Est. Cost Unrealized
NOV NOV INC 0.0%
Value $1.146M Shares 60,937 Est. Cost Unrealized
IUSG ISHARES TR 0.0%
Value $2.534M Shares 16,338 Est. Cost Unrealized
SMC SUMMIT MIDSTREAM CORPORATION 0.0%
Value $1.602M Shares 52,985 Est. Cost Unrealized
RDNT RADNET INC 0.0%
Value $708K Shares 12,668 Est. Cost Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value $1.42M Shares 38,025 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $3.341M Shares 13,769 Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $1.111M Shares 3,823 Est. Cost Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value $275K Shares 12,699 Est. Cost Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value $595K Shares 40,284 Est. Cost Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value $3.882M Shares 94,302 Est. Cost Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $250K Shares 39,109 Est. Cost Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value $2.554M Shares 51,906 Est. Cost Unrealized
CMBT CMB.TECH NV 0.0%
Value $633K Shares 50,039 Est. Cost Unrealized
KR KROGER CO 0.0%
Value $1.059M Shares 14,636 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $1.317M Shares 29,065 Est. Cost Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $432K Shares 8,196 Est. Cost Unrealized
IQLT ISHARES TR 0.1%
Value $5.579M Shares 120,674 Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $410K Shares 8,334 Est. Cost Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $665K Shares 15,662 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $503K Shares 3,200 Est. Cost Unrealized
COPX GLOBAL X FDS 0.0%
Value $2.884M Shares 37,769 Est. Cost Unrealized
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $204K Shares 58,083 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value $293K Shares 44,135 Est. Cost Unrealized
SHAK SHAKE SHACK INC 0.0%
Value $1.311M Shares 14,823 Est. Cost Unrealized
SII SPROTT INC 0.0%
Value $322K Shares 2,250 Est. Cost Unrealized
URG UR-ENERGY INC 0.0%
Value $1.509M Shares 1,012,927 Est. Cost Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $668K Shares 4,225 Est. Cost Unrealized
JBBB JANUS DETROIT STR TR 0.1%
Value $8.308M Shares 177,416 Est. Cost Unrealized
RY ROYAL BK CDA 0.0%
Value $1.433M Shares 8,860 Est. Cost Unrealized
KBH KB HOME 0.0%
Value $981K Shares 18,959 Est. Cost Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $335K Shares 5,490 Est. Cost Unrealized
UITB VICTORY PORTFOLIOS II 0.1%
Value $5.367M Shares 114,144 Est. Cost Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $309K Shares 2,821 Est. Cost Unrealized
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value $515K Shares 12,157 Est. Cost Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $2.945M Shares 101,289 Est. Cost Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $1.916M Shares 15,051 Est. Cost Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.227M Shares 18,347 Est. Cost Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value $638K Shares 46,258 Est. Cost Unrealized
CG CARLYLE GROUP INC 0.0%
Value $327K Shares 6,752 Est. Cost Unrealized
SRLN SSGA ACTIVE ETF TR 0.0%
Value $2.638M Shares 65,721 Est. Cost Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value $206K Shares 486 Est. Cost Unrealized
SNPS SYNOPSYS INC 0.0%
Value $373K Shares 941 Est. Cost Unrealized
PFF ISHARES TR 0.0%
Value $3.387M Shares 111,710 Est. Cost Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value $1.064M Shares 54,060 Est. Cost Unrealized
PII POLARIS INC 0.0%
Value $399K Shares 7,315 Est. Cost Unrealized
GCOW PACER FDS TR 0.0%
Value $692K Shares 14,962 Est. Cost Unrealized
NTRA NATERA INC 0.0%
Value $404K Shares 2,022 Est. Cost Unrealized
VAW VANGUARD WORLD FD 0.0%
Value $725K Shares 3,217 Est. Cost Unrealized
CURE DIREXION SHARES ETF TRUST 0.0%
Value $261K Shares 2,848 Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $365K Shares 604 Est. Cost Unrealized
AI C3 AI INC 0.0%
Value $93,226 Shares 11,072 Est. Cost Unrealized
RIO RIO TINTO PLC 0.0%
Value $305K Shares 3,184 Est. Cost Unrealized
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value $1.24M Shares 25,985 Est. Cost Unrealized
PPL PPL CORP 0.0%
Value $640K Shares 16,643 Est. Cost Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $726K Shares 3,235 Est. Cost Unrealized
ARMK ARAMARK 0.0%
Value $516K Shares 12,734 Est. Cost Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $396K Shares 3,119 Est. Cost Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value $364K Shares 21,245 Est. Cost Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $3.418M Shares 101,219 Est. Cost Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $743K Shares 3,144 Est. Cost Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value $140K Shares 104,059 Est. Cost Unrealized
SGDM SPROTT ETF TRUST 0.0%
Value $479K Shares 6,341 Est. Cost Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value $806K Shares 20,027 Est. Cost Unrealized
VIRTUS CONVERTIBLE & INCOME 0.0%
Value $1.845M Shares 123,998 Est. Cost Unrealized
ROKU ROKU INC 0.0%
Value $260K Shares 2,748 Est. Cost Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value $353K Shares 23,478 Est. Cost Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value $1.679M Shares 62,346 Est. Cost Unrealized
BSMQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $5.049M Shares 213,709 Est. Cost Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.0%
Value $297K Shares 7,687 Est. Cost Unrealized
BSMR INVESCO EXCH TRD SLF IDX FD 0.1%
Value $5.109M Shares 215,989 Est. Cost Unrealized
STXV EA SERIES TRUST 0.0%
Value $774K Shares 22,025 Est. Cost Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.038M Shares 7,906 Est. Cost Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU 0.0%
Value $877K Shares 13,341 Est. Cost Unrealized
DHS WISDOMTREE TR 0.0%
Value $410K Shares 3,752 Est. Cost Unrealized
ELTX ELICIO THERAPEUTICS INC 0.0%
Value $107K Shares 10,010 Est. Cost Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $320K Shares 1,732 Est. Cost Unrealized
LINE LINEAGE INC 0.0%
Value $418K Shares 12,565 Est. Cost Unrealized
HXL HEXCEL CORP NEW 0.0%
Value $296K Shares 3,652 Est. Cost Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value $583K Shares 9,643 Est. Cost Unrealized
SDS PROSHARES TR 0.0%
Value $264K Shares 3,504 Est. Cost Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $549K Shares 50,478 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $1.003M Shares 5,812 Est. Cost Unrealized
VMI VALMONT INDS INC 0.0%
Value $1.374M Shares 3,431 Est. Cost Unrealized
ELDN ELEDON PHARMACEUTICALS INC 0.0%
Value $35,420 Shares 11,500 Est. Cost Unrealized
WY WEYERHAEUSER CO 0.0%
Value $789K Shares 32,306 Est. Cost Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value $1.145M Shares 31,775 Est. Cost Unrealized
CMPS COMPASS PATHWAYS PLC 0.0%
Value $67,433 Shares 12,194 Est. Cost Unrealized
TECK TECK RESOURCES LTD 0.0%
Value $217K Shares 4,191 Est. Cost Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value $1.074M Shares 31,097 Est. Cost Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value $341K Shares 4,890 Est. Cost Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $338K Shares 9,464 Est. Cost Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $409K Shares 2,652 Est. Cost Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value $286K Shares 2,935 Est. Cost Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value $541K Shares 28,464 Est. Cost Unrealized
MSGM MOTORSPORT GAMES INC 0.0%
Value $62,976 Shares 15,360 Est. Cost Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value $211K Shares 3,498 Est. Cost Unrealized
BKLC BNY MELLON ETF TRUST 0.0%
Value $278K Shares 2,230 Est. Cost Unrealized
SUSA ISHARES TR 0.0%
Value $230K Shares 1,743 Est. Cost Unrealized
RS RELIANCE INC 0.0%
Value $225K Shares 741 Est. Cost Unrealized
MAC MACERICH CO 0.0%
Value $521K Shares 27,577 Est. Cost Unrealized
NBTB NBT BANCORP INC 0.0%
Value $382K Shares 8,964 Est. Cost Unrealized
IVOL KRANESHARES TRUST 0.0%
Value $740K Shares 39,571 Est. Cost Unrealized
DLN WISDOMTREE TR 0.0%
Value $777K Shares 8,703 Est. Cost Unrealized
EEMV ISHARES INC 0.0%
Value $1.053M Shares 16,264 Est. Cost Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value $125K Shares 15,329 Est. Cost Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value $5.929M Shares 119,024 Est. Cost Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value $125K Shares 11,040 Est. Cost Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value $269K Shares 9,863 Est. Cost Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $273K Shares 8,907 Est. Cost Unrealized
URTH ISHARES INC 0.0%
Value $262K Shares 1,458 Est. Cost Unrealized
VERU VERU INC 0.0%
Value $335K Shares 151,783 Est. Cost Unrealized
BSMS INVESCO EXCH TRD SLF IDX FD 0.1%
Value $5.095M Shares 217,799 Est. Cost Unrealized
MTB M & T BK CORP 0.0%
Value $525K Shares 2,537 Est. Cost Unrealized
BWX SPDR SERIES TRUST 0.0%
Value $265K Shares 12,055 Est. Cost Unrealized
STT STATE STR CORP 0.0%
Value $361K Shares 2,853 Est. Cost Unrealized
SMMD ISHARES TR 0.0%
Value $399K Shares 5,231 Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $158K Shares 31,495 Est. Cost Unrealized
PFXF VANECK ETF TRUST 0.0%
Value $475K Shares 27,085 Est. Cost Unrealized
ROUS LATTICE STRATEGIES TR 0.0%
Value $278K Shares 4,710 Est. Cost Unrealized
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value $373K Shares 10,255 Est. Cost Unrealized
EDOW FIRST TR EXCHANGE-TRADED FD 0.0%
Value $246K Shares 6,071 Est. Cost Unrealized
SGDJ SPROTT ETF TRUST 0.0%
Value $267K Shares 3,106 Est. Cost Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value $215K Shares 7,727 Est. Cost Unrealized
VCRB VANGUARD MALVERN FDS 0.1%
Value $5.171M Shares 66,831 Est. Cost Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value $4.403M Shares 224,376 Est. Cost Unrealized
SOWG SOW GOOD INC 0.0%
Value $37,093 Shares 92,500 Est. Cost Unrealized
DTD WISDOMTREE TR 0.0%
Value $294K Shares 3,408 Est. Cost Unrealized
ITM VANECK ETF TRUST 0.0%
Value $462K Shares 9,942 Est. Cost Unrealized
BOND PIMCO ETF TR 0.0%
Value $435K Shares 4,709 Est. Cost Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value $56,330 Shares 11,936 Est. Cost Unrealized
SMIZ ZACKS TRUST 0.0%
Value $303K Shares 8,177 Est. Cost Unrealized
SHY ISHARES TR 0.0%
Value $743K Shares 8,998 Est. Cost Unrealized
ASTL ALGOMA STL GROUP INC 0.0%
Value $456K Shares 110,333 Est. Cost Unrealized
SJM SMUCKER J M CO 0.0%
Value $315K Shares 3,264 Est. Cost Unrealized
RIGS ALPS ETF TR 0.0%
Value $369K Shares 16,133 Est. Cost Unrealized
IWC ISHARES TR 0.0%
Value $221K Shares 1,382 Est. Cost Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $2.321M Shares 25,020 Est. Cost Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value $252K Shares 3,997 Est. Cost Unrealized
DDWM WISDOMTREE TR 0.0%
Value $334K Shares 7,568 Est. Cost Unrealized
MFS MUN INCOME TR 0.0%
Value $303K Shares 56,137 Est. Cost Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value $181K Shares 10,637 Est. Cost Unrealized
EZM WISDOMTREE TR 0.0%
Value $1.182M Shares 17,591 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $936K Shares 3,262 Est. Cost Unrealized
MBSF VALUED ADVISERS TR 0.0%
Value $310K Shares 12,148 Est. Cost Unrealized
SNSR GLOBAL X FDS 0.0%
Value $343K Shares 9,190 Est. Cost Unrealized
CBC CENTRAL BANCOMPANY 0.0%
Value $241K Shares 10,078 Est. Cost Unrealized
IYT ISHARES TR 0.0%
Value $312K Shares 4,179 Est. Cost Unrealized
IBDR ISHARES TR 0.0%
Value $461K Shares 19,023 Est. Cost Unrealized
MTGP WISDOMTREE TR 0.0%
Value $229K Shares 5,177 Est. Cost Unrealized
BNY MELLON STRATEGIC MUNS IN 0.0%
Value $112K Shares 17,839 Est. Cost Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value $262K Shares 6,273 Est. Cost Unrealized
IMTM ISHARES TR 0.0%
Value $221K Shares 4,597 Est. Cost Unrealized
VTES VANGUARD WELLINGTON FD 0.0%
Value $368K Shares 3,643 Est. Cost Unrealized