Pinnacle Financial Partners, Inc. Diversified Active

Location: Atlanta, GA

CIK: 0002082866 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $14.66B (100.0% shares, 0.0% debt)

Holdings (1,128)

New Positions (87)

HON HONEYWELL INTL INC 0.1%
Value $12.8M Shares 57,313 Est. Cost Unrealized
HONA HONEYWELL AEROSPACE INC 0.1%
Value $12.61M Shares 57,188 Est. Cost Unrealized
RLY SSGA ACTIVE ETF TR 0.1%
Value $9.658M Shares 279,860 Est. Cost Unrealized
SAMT ADVISORS INNER CIRCLE FD III 0.1%
Value $8.765M Shares 183,628 Est. Cost Unrealized
WTPI WISDOMTREE TR 0.0%
Value $6.627M Shares 202,105 Est. Cost Unrealized
SHV ISHARES TR 0.0%
Value $3.895M Shares 35,298 Est. Cost Unrealized
NOVT NOVANTA INC 0.0%
Value $2.841M Shares 17,510 Est. Cost Unrealized
KORP AMERICAN CENTY ETF TR 0.0%
Value $2.624M Shares 56,005 Est. Cost Unrealized
CSEN COHEN & STEERS ETF TRUST 0.0%
Value $2.565M Shares 108,456 Est. Cost Unrealized
AVT AVNET INC 0.0%
Value $1.68M Shares 18,910 Est. Cost Unrealized
PDFS PDF SOLUTIONS INC 0.0%
Value $1.479M Shares 20,894 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $1.375M Shares 10,137 Est. Cost Unrealized
TKR TIMKEN CO 0.0%
Value $1.294M Shares 8,906 Est. Cost Unrealized
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value $1.236M Shares 125,365 Est. Cost Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $965K Shares 32,798 Est. Cost Unrealized
COLM COLUMBIA SPORTSWEAR CO 0.0%
Value $926K Shares 14,987 Est. Cost Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $910K Shares 43,962 Est. Cost Unrealized
HQY HEALTHEQUITY INC 0.0%
Value $900K Shares 9,964 Est. Cost Unrealized
CRL CHARLES RIV LABS INTL INC 0.0%
Value $877K Shares 3,869 Est. Cost Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value $779K Shares 34,963 Est. Cost Unrealized
MDB MONGODB INC 0.0%
Value $766K Shares 2,279 Est. Cost Unrealized
IGHG PROSHARES TR 0.0%
Value $757K Shares 9,659 Est. Cost Unrealized
IUSV ISHARES TR 0.0%
Value $755K Shares 6,857 Est. Cost Unrealized
VFLO VICTORY PORTFOLIOS II 0.0%
Value $655K Shares 14,317 Est. Cost Unrealized
ROKU ROKU INC 0.0%
Value $649K Shares 4,699 Est. Cost Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value $637K Shares 21,747 Est. Cost Unrealized
ATFV THE ALGER ETF TRUST 0.0%
Value $597K Shares 14,405 Est. Cost Unrealized
IVOG VANGUARD ADMIRAL FDS INC 0.0%
Value $531K Shares 3,630 Est. Cost Unrealized
WLK WESTLAKE CORPORATION 0.0%
Value $497K Shares 6,813 Est. Cost Unrealized
SH PROSHARES TR 0.0%
Value $494K Shares 14,970 Est. Cost Unrealized
PSQ PROSHARES TR 0.0%
Value $482K Shares 19,230 Est. Cost Unrealized
PVAL PUTNAM ETF TRUST 0.0%
Value $472K Shares 9,266 Est. Cost Unrealized
COWG PACER FDS TR 0.0%
Value $471K Shares 11,736 Est. Cost Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $464K Shares 6,719 Est. Cost Unrealized
IOO ISHARES TR 0.0%
Value $452K Shares 3,309 Est. Cost Unrealized
ARKK ARK ETF TR 0.0%
Value $451K Shares 5,581 Est. Cost Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.0%
Value $444K Shares 2,895 Est. Cost Unrealized
FALN ISHARES TR 0.0%
Value $408K Shares 14,988 Est. Cost Unrealized
MTB M & T BK CORP 0.0%
Value $389K Shares 1,634 Est. Cost Unrealized
VCRB VANGUARD MALVERN FDS 0.0%
Value $385K Shares 4,983 Est. Cost Unrealized
ALB ALBEMARLE CORP 0.0%
Value $378K Shares 2,800 Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $363K Shares 7,061 Est. Cost Unrealized
CCL CARNIVAL CORP LTD 0.0%
Value $354K Shares 12,398 Est. Cost Unrealized
SPCX SPACE EXPLORATION TECHN CORP 0.0%
Value $344K Shares 2,016 Est. Cost Unrealized
VPG VISHAY PRECISION GROUP INC 0.0%
Value $336K Shares 2,241 Est. Cost Unrealized
FLEX FLEX LTD 0.0%
Value $319K Shares 1,968 Est. Cost Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value $318K Shares 1,007 Est. Cost Unrealized
FDXF FEDEX FGHT HLDG CO INC 0.0%
Value $305K Shares 2,019 Est. Cost Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $302K Shares 10,899 Est. Cost Unrealized
IBD NORTHERN LTS FD TR IV 0.0%
Value $297K Shares 12,483 Est. Cost Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value $294K Shares 12,264 Est. Cost Unrealized
RKLB ROCKET LAB CORP 0.0%
Value $292K Shares 2,873 Est. Cost Unrealized
AVTR AVANTOR INC 0.0%
Value $290K Shares 29,311 Est. Cost Unrealized
EWJ ISHARES INC 0.0%
Value $287K Shares 3,081 Est. Cost Unrealized
SEI SOLARIS ENERGY INFRAS INC 0.0%
Value $283K Shares 3,517 Est. Cost Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value $280K Shares 7,610 Est. Cost Unrealized
BELFB BEL FUSE INC 0.0%
Value $270K Shares 810 Est. Cost Unrealized
FEMR FIDELITY COVINGTON TRUST 0.0%
Value $267K Shares 6,279 Est. Cost Unrealized
SUB ISHARES TR 0.0%
Value $262K Shares 2,463 Est. Cost Unrealized
TRFK PACER FDS TR 0.0%
Value $261K Shares 2,445 Est. Cost Unrealized
COPX GLOBAL X FDS 0.0%
Value $260K Shares 3,379 Est. Cost Unrealized
CIEN CIENA CORP 0.0%
Value $259K Shares 528 Est. Cost Unrealized
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value $254K Shares 4,357 Est. Cost Unrealized
IREN IREN LIMITED 0.0%
Value $246K Shares 5,380 Est. Cost Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $237K Shares 11,080 Est. Cost Unrealized
TWLO TWILIO INC 0.0%
Value $236K Shares 1,144 Est. Cost Unrealized
BUG GLOBAL X FDS 0.0%
Value $229K Shares 5,997 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value $225K Shares 7,777 Est. Cost Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $225K Shares 4,865 Est. Cost Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value $225K Shares 5,500 Est. Cost Unrealized
MDYG SPDR SERIES TRUST 0.0%
Value $220K Shares 1,959 Est. Cost Unrealized
DECP PGIM ROCK ETF TR 0.0%
Value $218K Shares 6,700 Est. Cost Unrealized
WSO WATSCO INC 0.0%
Value $218K Shares 522 Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $215K Shares 906 Est. Cost Unrealized
ISCG ISHARES TR 0.0%
Value $215K Shares 3,277 Est. Cost Unrealized
PTNQ PACER FDS TR 0.0%
Value $206K Shares 2,326 Est. Cost Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value $205K Shares 2,310 Est. Cost Unrealized
TSN TYSON FOODS INC 0.0%
Value $205K Shares 3,573 Est. Cost Unrealized
COLO GLOBAL X FDS 0.0%
Value $204K Shares 4,891 Est. Cost Unrealized
ITB ISHARES TR 0.0%
Value $203K Shares 1,944 Est. Cost Unrealized
FTDS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $203K Shares 3,307 Est. Cost Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $202K Shares 1,102 Est. Cost Unrealized
WSBC WESBANCO INC 0.0%
Value $201K Shares 5,150 Est. Cost Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $201K Shares 8,688 Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value $200K Shares 1,791 Est. Cost Unrealized
AQST AQUESTIVE THERAPEUTICS INC 0.0%
Value $41,600 Shares 10,000 Est. Cost Unrealized
BLNE BEELINE HOLDINGS INC 0.0%
Value $13,005 Shares 10,660 Est. Cost Unrealized

Increased Positions (384)

IWF ISHARES TR 4.7%
Value $695M (+17.7%) Shares 5,595,573 (+304.1%) Est. Cost Unrealized
IWM ISHARES TR 2.2%
Value $325M (+22.4%) Shares 1,080,574 (+1.0%) Est. Cost Unrealized
LLY ELI LILLY & CO 1.3%
Value $186M (+42.3%) Shares 155,017 (+9.2%) Est. Cost Unrealized
IWB ISHARES TR 1.7%
Value $256M (+17.8%) Shares 625,348 (+2.6%) Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.0%
Value $291M (+14.7%) Shares 4,082,103 (+3.1%) Est. Cost Unrealized
VOO VANGUARD INDEX FDS 1.6%
Value $240M (+17.7%) Shares 349,813 (+2.5%) Est. Cost Unrealized
ACWI ISHARES TR 0.2%
Value $31.94M (+4070.1%) Shares 203,486 (+3576.4%) Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value $57.08M (+120.3%) Shares 167,383 (+3.6%) Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value $99.23M (+38.0%) Shares 466,375 (+24.5%) Est. Cost Unrealized
AMZN AMAZON COM INC 1.2%
Value $179M (+16.2%) Shares 750,322 (+1.5%) Est. Cost Unrealized
AFL AFLAC INC 1.0%
Value $149M (+17.7%) Shares 1,266,835 (+10.1%) Est. Cost Unrealized
AVGO BROADCOM INC 0.7%
Value $110M (+25.0%) Shares 291,074 (+2.4%) Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.3%
Value $37.04M (+125.0%) Shares 51,229 (+6.4%) Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value $116M (+20.3%) Shares 1,348,377 (+510.2%) Est. Cost Unrealized
GLW CORNING INC 0.2%
Value $32.21M (+90.0%) Shares 126,115 (+1.1%) Est. Cost Unrealized
INTC INTEL CORP 0.1%
Value $18.38M (+276.3%) Shares 131,660 (+18.9%) Est. Cost Unrealized
GLD SPDR GOLD TR 0.6%
Value $92.1M (-11.3%) Shares 250,022 (+3.6%) Est. Cost Unrealized
IJH ISHARES TR 0.3%
Value $50.37M (+28.8%) Shares 653,225 (+12.8%) Est. Cost Unrealized
FSCC FEDERATED HERMES ETF TRUST 0.3%
Value $38.58M (+40.4%) Shares 1,033,467 (+11.7%) Est. Cost Unrealized
IJR ISHARES TR 0.4%
Value $60.35M (+21.7%) Shares 406,907 (+2.0%) Est. Cost Unrealized
MS MORGAN STANLEY 0.2%
Value $35.44M (+38.5%) Shares 169,559 (+9.0%) Est. Cost Unrealized
GVI ISHARES TR 0.5%
Value $74.56M (+14.2%) Shares 702,746 (+14.8%) Est. Cost Unrealized
STIP ISHARES TR 0.1%
Value $13.73M (+205.3%) Shares 134,390 (+209.1%) Est. Cost Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.5%
Value $69.34M (+15.2%) Shares 1,283,319 (+1.4%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value $65.8M (+15.8%) Shares 194,539 (+3.5%) Est. Cost Unrealized
KLAC KLA CORP 0.1%
Value $20.03M (+80.3%) Shares 66,397 (+779.9%) Est. Cost Unrealized
ETN EATON CORP PLC 0.4%
Value $51.72M (+20.5%) Shares 121,380 (+1.1%) Est. Cost Unrealized
IEMG ISHARES INC 0.2%
Value $32.13M (+36.0%) Shares 387,908 (+14.5%) Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $52M (+17.8%) Shares 184,932 (+1.6%) Est. Cost Unrealized
HD HOME DEPOT INC 0.6%
Value $89.77M (+9.3%) Shares 254,542 (+1.9%) Est. Cost Unrealized
OEF ISHARES TR 0.1%
Value $15.69M (+93.4%) Shares 42,881 (+68.1%) Est. Cost Unrealized
T AT&T INC 0.1%
Value $19.77M (-26.3%) Shares 955,046 (+3.2%) Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value $17.85M (+59.5%) Shares 60,971 (+6.4%) Est. Cost Unrealized
EFA ISHARES TR 0.6%
Value $87.53M (+8.0%) Shares 842,582 (+1.0%) Est. Cost Unrealized
C CITIGROUP INC 0.2%
Value $27.66M (+30.1%) Shares 197,631 (+5.4%) Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $16.42M (+61.0%) Shares 55,092 (+4.8%) Est. Cost Unrealized
QGRO AMERICAN CENTY ETF TR 0.2%
Value $36.62M (+20.1%) Shares 310,201 (+6.9%) Est. Cost Unrealized
EEM ISHARES TR 0.1%
Value $16.22M (+60.5%) Shares 237,167 (+33.2%) Est. Cost Unrealized
CB CHUBB LIMITED 0.2%
Value $26.78M (+29.1%) Shares 78,586 (+23.5%) Est. Cost Unrealized
UNP UNION PAC CORP 0.3%
Value $47.63M (+14.1%) Shares 175,107 (+1.7%) Est. Cost Unrealized
APH AMPHENOL CORP 0.1%
Value $16.84M (+48.4%) Shares 95,495 (+6.3%) Est. Cost Unrealized
URI UNITED RENTALS INC 0.0%
Value $5.968M (+858.1%) Shares 5,268 (+516.1%) Est. Cost Unrealized
BINC BLACKROCK ETF TRUST II 0.6%
Value $84.97M (+6.7%) Shares 1,623,402 (+5.8%) Est. Cost Unrealized
AGG ISHARES TR 0.4%
Value $64.01M (+8.8%) Shares 646,646 (+9.1%) Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.1%
Value $9.935M (+105.8%) Shares 157,967 (+92.4%) Est. Cost Unrealized
MCD MCDONALDS CORP 0.3%
Value $39.12M (-11.1%) Shares 144,718 (+2.2%) Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $26.34M (+22.3%) Shares 26,043 (+2.4%) Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $33.56M (+16.5%) Shares 562,212 (+5.5%) Est. Cost Unrealized
BMO BANK MONTREAL MEDIUM 0.1%
Value $18.89M (+32.2%) Shares 106,906 (+1.2%) Est. Cost Unrealized
IJT ISHARES TR 0.2%
Value $22.91M (+24.8%) Shares 128,295 (+1.2%) Est. Cost Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value $9.091M (+92.2%) Shares 179,733 (+89.6%) Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $28.24M (-13.3%) Shares 667,015 (+2.8%) Est. Cost Unrealized
INTU INTUIT 0.0%
Value $6.691M (-38.4%) Shares 25,636 (+2.1%) Est. Cost Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $19.26M (+24.9%) Shares 229,929 (+12.0%) Est. Cost Unrealized
MEDI HARBOR ETF TRUST 0.1%
Value $7.332M (+109.4%) Shares 216,677 (+81.5%) Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $6.709M (-36.3%) Shares 53,909 (+1.5%) Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $51.18M (+8.0%) Shares 102,271 (+3.5%) Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $14.74M (+33.9%) Shares 123,361 (+682.7%) Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $39.42M (+10.4%) Shares 489,324 (+293.6%) Est. Cost Unrealized
IVW ISHARES TR 0.1%
Value $15.5M (+31.0%) Shares 112,703 (+7.7%) Est. Cost Unrealized
IEFA ISHARES TR 0.3%
Value $37.78M (+10.6%) Shares 391,221 (+3.7%) Est. Cost Unrealized
GE GE AEROSPACE 0.1%
Value $14.49M (+33.3%) Shares 38,760 (+1.2%) Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $16.7M (+27.5%) Shares 42,046 (+2.2%) Est. Cost Unrealized
BK BANK OF NY MELLON CORP 0.1%
Value $16.69M (+26.2%) Shares 115,379 (+3.6%) Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value $17.82M (+23.3%) Shares 215,558 (+23.5%) Est. Cost Unrealized
SPSB SPDR SERIES TRUST 0.2%
Value $23.38M (+16.3%) Shares 779,131 (+16.5%) Est. Cost Unrealized
MRK MERCK & CO INC 0.3%
Value $41.75M (+8.3%) Shares 324,931 (+1.4%) Est. Cost Unrealized
JFLX J P MORGAN EXCHANGE TRADED F 0.3%
Value $43.47M (+7.9%) Shares 862,473 (+6.3%) Est. Cost Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value $3.572M (+764.5%) Shares 41,386 (+705.2%) Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $15.2M (-17.2%) Shares 123,440 (+5.8%) Est. Cost Unrealized
QCOM QUALCOMM INC 0.1%
Value $9.579M (+49.1%) Shares 51,835 (+3.9%) Est. Cost Unrealized
MO ALTRIA GROUP INC 0.2%
Value $25.9M (+13.3%) Shares 359,909 (+3.9%) Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $14.23M (+25.3%) Shares 65,273 (+12.9%) Est. Cost Unrealized
LVHI LEGG MASON ETF INVT 0.2%
Value $26.54M (+12.1%) Shares 654,043 (+12.0%) Est. Cost Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $2.994M (+969.4%) Shares 126,751 (+918.7%) Est. Cost Unrealized
TMUS T-MOBILE US INC 0.1%
Value $11.01M (-19.2%) Shares 65,662 (+1.2%) Est. Cost Unrealized
DVY ISHARES TR 0.3%
Value $48.03M (+5.7%) Shares 307,307 (+2.4%) Est. Cost Unrealized
CVS CVS HEALTH CORP 0.1%
Value $8.135M (+45.8%) Shares 78,640 (+1.2%) Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $3.225M (+379.1%) Shares 66,404 (+541.3%) Est. Cost Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $6.728M (+60.4%) Shares 228,833 (+39.4%) Est. Cost Unrealized
WINN HARBOR ETF TRUST 0.1%
Value $14.15M (+20.8%) Shares 435,754 (+3.2%) Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value $29.24M (+9.0%) Shares 185,047 (+2.2%) Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $3.832M (+166.3%) Shares 3,971 (+8.2%) Est. Cost Unrealized
HAL HALLIBURTON CO 0.0%
Value $3.477M (+215.8%) Shares 102,423 (+262.7%) Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value $24.88M (+10.2%) Shares 72,246 (+2.6%) Est. Cost Unrealized
IJS ISHARES TR 0.1%
Value $14.65M (+18.6%) Shares 107,217 (+2.8%) Est. Cost Unrealized
LIN LINDE PLC 0.2%
Value $29.35M (+8.1%) Shares 56,564 (+3.3%) Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $12.4M (+21.6%) Shares 52,217 (+8.2%) Est. Cost Unrealized
WZRD ETF OPPORTUNITIES TRUST 0.0%
Value $508K (-80.6%) Shares 174,800 (+20.6%) Est. Cost Unrealized
TLH ISHARES TR 0.2%
Value $22.3M (+10.4%) Shares 222,202 (+10.8%) Est. Cost Unrealized
STT STATE STR CORP 0.1%
Value $7.64M (+37.1%) Shares 45,049 (+2.3%) Est. Cost Unrealized
SPTS SPDR SERIES TRUST 0.1%
Value $14.89M (+15.4%) Shares 513,173 (+16.1%) Est. Cost Unrealized
TJX TJX COS INC NEW 0.4%
Value $53.92M (-3.5%) Shares 355,887 (+1.7%) Est. Cost Unrealized
EFG ISHARES TR 0.1%
Value $15.57M (+14.0%) Shares 125,134 (+2.0%) Est. Cost Unrealized
TSLA TESLA INC 0.1%
Value $15.16M (+14.3%) Shares 36,042 (+1.0%) Est. Cost Unrealized
AVLV AMERICAN CENTY ETF TR 0.1%
Value $10.71M (+21.5%) Shares 117,374 (+7.4%) Est. Cost Unrealized
XSOE WISDOMTREE TR 0.1%
Value $8.672M (+27.2%) Shares 176,341 (+3.8%) Est. Cost Unrealized
JBL JABIL INC 0.0%
Value $3.842M (+88.5%) Shares 9,965 (+29.9%) Est. Cost Unrealized
DOW DOW HLDGS INC 0.0%
Value $3.429M (+107.6%) Shares 125,318 (+216.0%) Est. Cost Unrealized
NUE NUCOR CORP 0.0%
Value $5.815M (+42.1%) Shares 26,104 (+7.9%) Est. Cost Unrealized
EMR EMERSON ELEC CO 0.1%
Value $16.42M (+11.5%) Shares 114,723 (+2.1%) Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $9.462M (+21.2%) Shares 35,192 (+3.9%) Est. Cost Unrealized
USB US BANCORP 0.1%
Value $7.873M (+26.2%) Shares 130,351 (+8.7%) Est. Cost Unrealized
SMH VANECK ETF TRUST 0.0%
Value $3.658M (+77.6%) Shares 5,577 (+3.9%) Est. Cost Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value $5.862M (+36.6%) Shares 86,186 (+16.8%) Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $8.247M (-15.9%) Shares 193,225 (+23.6%) Est. Cost Unrealized
HYDB ISHARES TR 0.0%
Value $5.151M (+43.2%) Shares 110,135 (+42.4%) Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $6.937M (+28.5%) Shares 43,721 (+18.8%) Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $5.515M (+38.7%) Shares 311,076 (+22.4%) Est. Cost Unrealized
VSTM VERASTEM INC 0.0%
Value $4.15M (+58.1%) Shares 1,086,440 (+119.4%) Est. Cost Unrealized
BRTR BLACKROCK ETF TRUST II 0.2%
Value $29.95M (+5.3%) Shares 595,225 (+5.0%) Est. Cost Unrealized
GWW WW GRAINGER INC 0.0%
Value $6.35M (+31.1%) Shares 4,668 (+5.1%) Est. Cost Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value $7.035M (+26.7%) Shares 89,881 (+4.7%) Est. Cost Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value $4.955M (+42.5%) Shares 93,917 (+32.2%) Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $20.26M (+7.9%) Shares 148,066 (+3.3%) Est. Cost Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $4.092M (+55.5%) Shares 45,542 (+8.5%) Est. Cost Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $5.113M (+39.7%) Shares 135,401 (+24.8%) Est. Cost Unrealized
NTRA NATERA INC 0.0%
Value $5.291M (+37.2%) Shares 19,490 (+1.1%) Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $2.574M (+124.6%) Shares 15,151 (+62.4%) Est. Cost Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value $3.558M (+64.8%) Shares 88,490 (+38.8%) Est. Cost Unrealized
BAX BAXTER INTL INC 0.0%
Value $1.554M (+750.2%) Shares 72,888 (+569.9%) Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $2.689M (+103.5%) Shares 12,687 (+88.1%) Est. Cost Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $3.313M (+69.4%) Shares 27,782 (+46.0%) Est. Cost Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $8.003M (+20.0%) Shares 97,198 (+3.6%) Est. Cost Unrealized
HGER HARBOR ETF TRUST 0.3%
Value $40.15M (-3.1%) Shares 1,368,604 (+2.4%) Est. Cost Unrealized
APA APA CORPORATION 0.0%
Value $5.989M (-17.8%) Shares 183,878 (+7.1%) Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value $9.859M (+14.8%) Shares 19,848 (+3.2%) Est. Cost Unrealized
TGT TARGET CORP 0.1%
Value $8.402M (+17.3%) Shares 64,326 (+8.9%) Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $1.768M (+232.5%) Shares 4,097 (+26.6%) Est. Cost Unrealized
IVE ISHARES TR 0.1%
Value $14.1M (+9.6%) Shares 62,103 (+1.9%) Est. Cost Unrealized
GLDM WORLD GOLD TR 0.1%
Value $7.96M (-13.4%) Shares 100,221 (+1.1%) Est. Cost Unrealized
IGSB ISHARES TR 0.1%
Value $12.1M (+11.3%) Shares 230,809 (+11.6%) Est. Cost Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $1.473M (+471.3%) Shares 4,104 (+298.8%) Est. Cost Unrealized
IJJ ISHARES TR 0.1%
Value $8.762M (+16.0%) Shares 59,313 (+4.1%) Est. Cost Unrealized
COP CONOCOPHILLIPS 0.0%
Value $4.943M (-19.5%) Shares 47,547 (+2.2%) Est. Cost Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value $11.82M (+11.2%) Shares 14,869 (+1.8%) Est. Cost Unrealized
IJK ISHARES TR 0.0%
Value $5.335M (+28.2%) Shares 45,403 (+9.8%) Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value $12.08M (+10.7%) Shares 102,117 (+4.2%) Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $1.934M (+113.3%) Shares 2,533 (+9.1%) Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $6.769M (+17.6%) Shares 142,423 (+1.5%) Est. Cost Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $3.964M (+33.8%) Shares 10,249 (+1.3%) Est. Cost Unrealized
BHE BENCHMARK ELECTRS INC 0.0%
Value $2.019M (+98.3%) Shares 20,461 (+12.7%) Est. Cost Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $10.3M (+10.7%) Shares 112,376 (+10.7%) Est. Cost Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $7.89M (+13.7%) Shares 269,133 (+4.1%) Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $8.282M (+12.6%) Shares 243,582 (+6.0%) Est. Cost Unrealized
DT DYNATRACE INC 0.0%
Value $5.132M (+21.2%) Shares 116,873 (+2.0%) Est. Cost Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $8.102M (+11.9%) Shares 187,801 (+2.3%) Est. Cost Unrealized
QYLD GLOBAL X FDS 0.0%
Value $5.782M (+17.4%) Shares 313,714 (+9.3%) Est. Cost Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value $8.589M (+10.7%) Shares 289,001 (+4.3%) Est. Cost Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $5.837M (+16.3%) Shares 116,196 (+15.6%) Est. Cost Unrealized
GRMN GARMIN LTD 0.0%
Value $2.976M (+36.6%) Shares 12,528 (+33.4%) Est. Cost Unrealized
IGV ISHARES TR 0.0%
Value $1.718M (+84.6%) Shares 18,962 (+63.1%) Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $4.419M (+21.7%) Shares 17,947 (+2.8%) Est. Cost Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value $2.212M (+52.6%) Shares 16,962 (+33.8%) Est. Cost Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.286M (+48.9%) Shares 23,182 (+27.6%) Est. Cost Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value $6.394M (+13.2%) Shares 205,599 (+1.3%) Est. Cost Unrealized
FLOT ISHARES TR 0.0%
Value $3.329M (+28.7%) Shares 65,208 (+28.4%) Est. Cost Unrealized
ACWX ISHARES TR 0.0%
Value $3.937M (+22.7%) Shares 51,731 (+10.4%) Est. Cost Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value $10.52M (+7.3%) Shares 117,917 (+2.1%) Est. Cost Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $2.181M (+49.0%) Shares 7,200 (+16.9%) Est. Cost Unrealized
FAST FASTENAL CO 0.1%
Value $13.86M (+5.4%) Shares 288,498 (+1.9%) Est. Cost Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $12.39M (+6.1%) Shares 69,488 (+2405.9%) Est. Cost Unrealized
HYGV FLEXSHARES TR 0.1%
Value $7.444M (+10.5%) Shares 184,892 (+10.0%) Est. Cost Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $1.009M (+227.2%) Shares 1,862 (+258.1%) Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $3.093M (-18.3%) Shares 26,513 (+2.4%) Est. Cost Unrealized
CWST CASELLA WASTE SYS INC 0.0%
Value $1.896M (+57.4%) Shares 19,553 (+28.8%) Est. Cost Unrealized
PTL NORTHERN LTS FD TR IV 0.0%
Value $1.042M (+196.1%) Shares 3,643 (+159.3%) Est. Cost Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value $3.525M (+24.1%) Shares 86,876 (+10.0%) Est. Cost Unrealized
MSM MSC INDL DIRECT INC 0.0%
Value $2.839M (+31.0%) Shares 23,865 (+1.6%) Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $4.851M (+15.8%) Shares 47,466 (+1.6%) Est. Cost Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value $6.83M (+10.5%) Shares 240,591 (+11.5%) Est. Cost Unrealized
AIQ GLOBAL X FDS 0.0%
Value $1.229M (+93.0%) Shares 18,734 (+37.3%) Est. Cost Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value $4.072M (+16.7%) Shares 80,647 (+16.4%) Est. Cost Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value $2.348M (+33.0%) Shares 6,943 (+4.3%) Est. Cost Unrealized
D DOMINION ENERGY INC 0.0%
Value $5.259M (+11.9%) Shares 77,009 (+1.3%) Est. Cost Unrealized
IWX ISHARES TR 0.0%
Value $1.572M (+55.2%) Shares 14,952 (+36.8%) Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.1%
Value $9.683M (+6.1%) Shares 51,065 (+10.4%) Est. Cost Unrealized
MGK VANGUARD WORLD FD 0.0%
Value $3.175M (+21.3%) Shares 36,121 (+407.0%) Est. Cost Unrealized
FDLS NORTHERN LTS FD TR IV 0.0%
Value $818K (+208.8%) Shares 19,346 (+169.9%) Est. Cost Unrealized
SKOR FLEXSHARES TR 0.1%
Value $7.425M (+8.0%) Shares 152,966 (+8.2%) Est. Cost Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value $2.215M (+33.1%) Shares 11,462 (+13.7%) Est. Cost Unrealized
GLRY NORTHERN LTS FD TR IV 0.0%
Value $891K (+161.3%) Shares 20,392 (+122.0%) Est. Cost Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value $3.615M (+17.8%) Shares 88,895 (+6.0%) Est. Cost Unrealized
WELL WELLTOWER INC 0.0%
Value $2.133M (+34.3%) Shares 9,397 (+17.1%) Est. Cost Unrealized
MET METLIFE INC 0.0%
Value $2.294M (+30.8%) Shares 27,111 (+9.3%) Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $2.225M (+31.8%) Shares 47,726 (+38.6%) Est. Cost Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value $4.106M (-11.3%) Shares 29,806 (+1.8%) Est. Cost Unrealized
PRSU PURSUIT ATTRACTIONS AND HOSP 0.0%
Value $1.236M (+73.4%) Shares 22,082 (+13.5%) Est. Cost Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $3.526M (+17.2%) Shares 140,704 (+1.3%) Est. Cost Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value $2.086M (+32.7%) Shares 13,501 (+17.7%) Est. Cost Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $2.516M (+25.1%) Shares 21,142 (+3.0%) Est. Cost Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value $1.903M (+35.9%) Shares 17,903 (+19.8%) Est. Cost Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $759K (+192.5%) Shares 15,662 (+190.2%) Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $864K (+134.4%) Shares 3,990 (+111.4%) Est. Cost Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.198M (+29.1%) Shares 35,757 (+16.6%) Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $1.898M (+35.3%) Shares 7,709 (+13.1%) Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $2.011M (+32.5%) Shares 48,662 (+61.4%) Est. Cost Unrealized
BBY BEST BUY INC 0.0%
Value $2.868M (+20.5%) Shares 37,798 (+1.9%) Est. Cost Unrealized
EMXC ISHARES INC 0.0%
Value $1.974M (+32.2%) Shares 19,293 (+1.6%) Est. Cost Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value $4.785M (+11.1%) Shares 94,745 (+7.2%) Est. Cost Unrealized
ISMD NORTHERN LTS FD TR IV 0.0%
Value $685K (+207.8%) Shares 13,702 (+146.1%) Est. Cost Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value $18.39M (+2.6%) Shares 363,695 (+2.7%) Est. Cost Unrealized
TER TERADYNE INC 0.0%
Value $963K (+82.0%) Shares 1,989 (+11.5%) Est. Cost Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value $2.429M (+21.6%) Shares 29,961 (+2.5%) Est. Cost Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value $2.241M (-16.1%) Shares 13,977 (+5.5%) Est. Cost Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value $4.677M (+9.9%) Shares 178,302 (+10.2%) Est. Cost Unrealized
PAVE GLOBAL X FDS 0.0%
Value $895K (+88.4%) Shares 15,197 (+62.6%) Est. Cost Unrealized
BLK BLACKROCK INC 0.2%
Value $24.36M (+1.7%) Shares 25,331 (+1.8%) Est. Cost Unrealized
IWY ISHARES TR 0.0%
Value $2.503M (+19.6%) Shares 8,613 (+2.4%) Est. Cost Unrealized
LQD ISHARES TR 0.1%
Value $13.3M (+3.1%) Shares 121,947 (+3.1%) Est. Cost Unrealized
CTAS CINTAS CORP 0.1%
Value $13.13M (+3.2%) Shares 77,206 (+2.6%) Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $1.179M (+52.0%) Shares 3,366 (+22.6%) Est. Cost Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value $987K (+67.9%) Shares 2,947 (+25.7%) Est. Cost Unrealized
SHY ISHARES TR 0.3%
Value $47.89M (+0.8%) Shares 583,186 (+1.4%) Est. Cost Unrealized
RBA RB GLOBAL INC 0.0%
Value $1.022M (+60.3%) Shares 8,775 (+32.0%) Est. Cost Unrealized
EWY ISHARES INC 0.0%
Value $912K (+72.5%) Shares 4,519 (+5.1%) Est. Cost Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value $1.842M (+26.0%) Shares 35,707 (+9.1%) Est. Cost Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value $724K (+110.0%) Shares 29,986 (+111.1%) Est. Cost Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $582K (+178.1%) Shares 2,071 (+95.0%) Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $2.588M (+16.4%) Shares 14,411 (+16.8%) Est. Cost Unrealized
KRE SPDR SERIES TRUST 0.0%
Value $2.607M (+16.2%) Shares 34,835 (+1.2%) Est. Cost Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $4.607M (-7.3%) Shares 18,548 (+4.2%) Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $3.208M (+12.6%) Shares 59,836 (+3.7%) Est. Cost Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value $1.548M (+30.1%) Shares 15,315 (+24.5%) Est. Cost Unrealized
F FORD MTR CO 0.0%
Value $1.127M (+46.1%) Shares 81,077 (+21.3%) Est. Cost Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $16.19M (+2.2%) Shares 220,609 (+2.6%) Est. Cost Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $1.401M (+33.2%) Shares 75,431 (+26.4%) Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $1.067M (+48.2%) Shares 11,700 (+5.0%) Est. Cost Unrealized
VCEL VERICEL CORP 0.0%
Value $1.113M (+43.8%) Shares 25,013 (+4.0%) Est. Cost Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value $3.757M (+9.8%) Shares 647,705 (+14.6%) Est. Cost Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value $3.257M (+11.3%) Shares 16,484 (+3.9%) Est. Cost Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value $589K (+127.3%) Shares 11,948 (+96.3%) Est. Cost Unrealized
DGRO ISHARES TR 0.0%
Value $3.73M (+9.7%) Shares 49,218 (+1.6%) Est. Cost Unrealized
TPR TAPESTRY INC 0.0%
Value $2.534M (+14.6%) Shares 17,312 (+10.5%) Est. Cost Unrealized
SYY SYSCO CORP 0.0%
Value $1.75M (+22.0%) Shares 20,942 (+4.1%) Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $2.41M (+14.9%) Shares 2,904 (+2.2%) Est. Cost Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value $799K (+63.8%) Shares 23,866 (+64.2%) Est. Cost Unrealized
IFRA ISHARES TR 0.0%
Value $612K (+102.0%) Shares 9,706 (+83.3%) Est. Cost Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $554K (+125.6%) Shares 14,111 (+102.9%) Est. Cost Unrealized
PHM PULTE GROUP INC 0.0%
Value $1.647M (+22.3%) Shares 12,000 (+4.8%) Est. Cost Unrealized
COO COOPER COS INC 0.0%
Value $3.797M (+8.5%) Shares 52,956 (+8.2%) Est. Cost Unrealized
MBB ISHARES TR 0.0%
Value $2.25M (+15.1%) Shares 23,809 (+15.6%) Est. Cost Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value $1.469M (+24.4%) Shares 23,988 (+10.9%) Est. Cost Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value $1.154M (+32.3%) Shares 20,477 (+9.0%) Est. Cost Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $652K (+75.9%) Shares 1,737 (+30.2%) Est. Cost Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $3.194M (+9.6%) Shares 18,080 (+2.9%) Est. Cost Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value $4.041M (+7.3%) Shares 101,836 (+3.4%) Est. Cost Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value $1.261M (+27.1%) Shares 21,861 (+6.5%) Est. Cost Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $973K (+38.0%) Shares 10,122 (+4.0%) Est. Cost Unrealized
MGC VANGUARD WORLD FD 0.0%
Value $1.684M (+18.7%) Shares 6,154 (+2.5%) Est. Cost Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value $1.32M (+25.0%) Shares 52,721 (+24.7%) Est. Cost Unrealized
HDV ISHARES TR 0.0%
Value $2.12M (-11.0%) Shares 77,332 (+340.8%) Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $3.666M (+7.6%) Shares 15,968 (+1.5%) Est. Cost Unrealized
IUSB ISHARES TR 0.0%
Value $807K (+47.3%) Shares 17,481 (+47.6%) Est. Cost Unrealized
ETR ENTERGY CORP NEW 0.0%
Value $6.093M (+4.4%) Shares 53,051 (+2.1%) Est. Cost Unrealized
AIR AAR CORP 0.0%
Value $1.013M (+32.8%) Shares 7,086 (+1.7%) Est. Cost Unrealized
SLGN SILGAN HLDGS INC 0.0%
Value $1.319M (+23.4%) Shares 28,429 (+3.2%) Est. Cost Unrealized
WWJD NORTHERN LTS FD TR IV 0.0%
Value $461K (+118.3%) Shares 12,081 (+114.1%) Est. Cost Unrealized
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value $1.173M (+27.0%) Shares 6,116 (+8.4%) Est. Cost Unrealized
SLB SLB LIMITED 0.0%
Value $4.961M (-4.8%) Shares 106,719 (+5.3%) Est. Cost Unrealized
SOURCE CAPITAL 0.0%
Value $475K (+103.8%) Shares 10,334 (+105.4%) Est. Cost Unrealized
ATR APTARGROUP INC 0.0%
Value $985K (+32.4%) Shares 7,870 (+33.3%) Est. Cost Unrealized
DLN WISDOMTREE TR 0.0%
Value $2.75M (+9.5%) Shares 28,552 (+1.6%) Est. Cost Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value $850K (+39.1%) Shares 21,183 (+28.9%) Est. Cost Unrealized
FBNC FIRST BANCORP N C 0.0%
Value $1.283M (+21.4%) Shares 20,069 (+7.0%) Est. Cost Unrealized
XEL XCEL ENERGY INC 0.0%
Value $1.324M (+20.5%) Shares 16,493 (+19.2%) Est. Cost Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $915K (+32.4%) Shares 5,783 (+6.9%) Est. Cost Unrealized
PFE PFIZER INC 0.1%
Value $16.81M (+1.4%) Shares 697,936 (+18.2%) Est. Cost Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value $650K (+51.7%) Shares 6,484 (+4.9%) Est. Cost Unrealized
ADSK AUTODESK INC 0.0%
Value $980K (-17.8%) Shares 5,039 (+1.2%) Est. Cost Unrealized
FCN FTI CONSULTING INC 0.0%
Value $3.268M (+6.8%) Shares 21,931 (+26.7%) Est. Cost Unrealized
HLN HALEON PLC 0.0%
Value $4.138M (-4.7%) Shares 443,519 (+2.2%) Est. Cost Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $1.436M (+16.6%) Shares 28,500 (+5.6%) Est. Cost Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value $3.766M (+5.7%) Shares 145,504 (+1.3%) Est. Cost Unrealized
WAT WATERS CORP 0.0%
Value $517K (+63.8%) Shares 1,379 (+30.1%) Est. Cost Unrealized
DEO DIAGEO PLC 0.0%
Value $2.056M (+10.6%) Shares 25,576 (+2.4%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $1.085M (+21.6%) Shares 2,927 (+7.3%) Est. Cost Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value $1.619M (+13.4%) Shares 35,325 (+2.5%) Est. Cost Unrealized
PAR PAR TECHNOLOGY CORP 0.0%
Value $502K (+61.4%) Shares 28,839 (+23.5%) Est. Cost Unrealized
QINT AMERICAN CENTY ETF TR 0.0%
Value $2.438M (+8.2%) Shares 35,115 (+2.0%) Est. Cost Unrealized
GCOW PACER FDS TR 0.0%
Value $1.343M (+16.0%) Shares 31,019 (+23.9%) Est. Cost Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $1M (+22.2%) Shares 12,102 (+503.3%) Est. Cost Unrealized
TW TRADEWEB MKTS INC 0.0%
Value $7.231M (+2.5%) Shares 72,559 (+21.0%) Est. Cost Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value $638K (+35.6%) Shares 25,335 (+33.5%) Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $7.178M (+2.4%) Shares 24,482 (+1.4%) Est. Cost Unrealized
MFLX FIRST TR EXCHNG TRADED FD VI 0.0%
Value $404K (+69.1%) Shares 23,254 (+63.3%) Est. Cost Unrealized
CACI CACI INTL INC 0.0%
Value $994K (-13.9%) Shares 2,145 (+1.1%) Est. Cost Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value $2.235M (+7.6%) Shares 43,823 (+7.6%) Est. Cost Unrealized
ICOP ISHARES TR 0.0%
Value $767K (+24.4%) Shares 15,583 (+20.2%) Est. Cost Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $991K (+17.8%) Shares 41,531 (+13.4%) Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $3.799M (+4.1%) Shares 41,255 (+4.3%) Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $3.342M (+4.5%) Shares 2,616 (+3.2%) Est. Cost Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value $4.247M (-3.2%) Shares 21,821 (+1.7%) Est. Cost Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value $753K (+22.5%) Shares 7,801 (+2.3%) Est. Cost Unrealized
MP MP MATERIALS CORP 0.0%
Value $339K (+67.0%) Shares 6,045 (+43.9%) Est. Cost Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $768K (+21.0%) Shares 16,269 (+3.0%) Est. Cost Unrealized
IBTO ISHARES TR 0.0%
Value $1.684M (+8.4%) Shares 69,777 (+9.6%) Est. Cost Unrealized
ROST ROSS STORES INC 0.0%
Value $3.237M (+4.1%) Shares 15,208 (+6.0%) Est. Cost Unrealized
IGIB ISHARES TR 0.0%
Value $911K (+16.4%) Shares 17,138 (+16.5%) Est. Cost Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value $793K (+19.1%) Shares 15,308 (+7.9%) Est. Cost Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value $433K (+41.0%) Shares 7,757 (+16.0%) Est. Cost Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $943K (+15.3%) Shares 3,562 (+1.9%) Est. Cost Unrealized
HUBB HUBBELL INC 0.0%
Value $570K (+28.0%) Shares 1,089 (+20.1%) Est. Cost Unrealized
PYLD PIMCO ETF TR 0.0%
Value $1.692M (+7.9%) Shares 63,800 (+6.6%) Est. Cost Unrealized
COLD AMERICOLD REALTY TRUST INC 0.0%
Value $248K (+98.1%) Shares 15,759 (+44.4%) Est. Cost Unrealized
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value $725K (+20.4%) Shares 8,792 (+1.3%) Est. Cost Unrealized
IBTH ISHARES TR 0.0%
Value $2.526M (+5.0%) Shares 112,937 (+5.3%) Est. Cost Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $688K (-14.2%) Shares 17,423 (+5.9%) Est. Cost Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value $471K (+29.2%) Shares 17,156 (+27.7%) Est. Cost Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $4.148M (+2.6%) Shares 49,935 (+1.2%) Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $746K (+15.3%) Shares 6,908 (+4.4%) Est. Cost Unrealized
VEEV VEEVA SYS INC 0.0%
Value $2.29M (+4.5%) Shares 12,902 (+3.4%) Est. Cost Unrealized
SE SEA LTD 0.0%
Value $596K (+19.5%) Shares 6,217 (+3.2%) Est. Cost Unrealized
FLXR TCW ETF TRUST 0.0%
Value $775K (+14.2%) Shares 19,755 (+14.5%) Est. Cost Unrealized
ITM VANECK ETF TRUST 0.0%
Value $577K (+19.4%) Shares 12,271 (+18.0%) Est. Cost Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value $358K (+34.5%) Shares 6,370 (+10.3%) Est. Cost Unrealized
PULS PGIM ETF TR 0.0%
Value $380K (+30.6%) Shares 7,670 (+30.4%) Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value $949K (+10.3%) Shares 7,901 (+6.1%) Est. Cost Unrealized
SDVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $583K (+17.9%) Shares 25,268 (+10.8%) Est. Cost Unrealized
IRM IRON MTN INC DEL 0.0%
Value $414K (+26.5%) Shares 3,277 (+2.3%) Est. Cost Unrealized
RTX RTX CORPORATION 0.2%
Value $33.24M (+0.3%) Shares 175,179 (+1.9%) Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $578K (+17.3%) Shares 4,042 (+3.5%) Est. Cost Unrealized
BOND PIMCO ETF TR 0.0%
Value $344K (+32.2%) Shares 3,727 (+32.4%) Est. Cost Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $2.173M (-3.7%) Shares 12,105 (+1.8%) Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $584K (+16.2%) Shares 1,768 (+6.9%) Est. Cost Unrealized
RIO RIO TINTO PLC 0.0%
Value $2.743M (+3.0%) Shares 28,893 (+1.3%) Est. Cost Unrealized
FLCB FRANKLIN TEMPLETON ETF TR 0.0%
Value $691K (+12.9%) Shares 32,274 (+13.4%) Est. Cost Unrealized
TCAF T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $333K (+28.7%) Shares 8,099 (+11.4%) Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $1.249M (-5.6%) Shares 37,510 (+9.0%) Est. Cost Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $374K (+23.4%) Shares 4,605 (+23.1%) Est. Cost Unrealized
CLX CLOROX CO DEL 0.0%
Value $1.816M (-3.8%) Shares 19,030 (+4.6%) Est. Cost Unrealized
HSY HERSHEY CO 0.0%
Value $509K (-11.3%) Shares 2,900 (+5.1%) Est. Cost Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value $364K (-14.9%) Shares 2,542 (+1.1%) Est. Cost Unrealized
EQT EQT CORP 0.0%
Value $332K (+23.1%) Shares 6,251 (+47.5%) Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $1.414M (+4.6%) Shares 19,595 (+4.3%) Est. Cost Unrealized
EVRG EVERGY INC 0.0%
Value $869K (+7.7%) Shares 10,052 (+2.1%) Est. Cost Unrealized
RYN RAYONIER INC 0.0%
Value $891K (+7.4%) Shares 41,871 (+4.1%) Est. Cost Unrealized
USIG ISHARES TR 0.0%
Value $1.176M (+5.5%) Shares 22,931 (+5.3%) Est. Cost Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value $8.281M (+0.7%) Shares 140,399 (+1.7%) Est. Cost Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $507K (+11.9%) Shares 13,694 (+3.0%) Est. Cost Unrealized
CSNR COHEN & STEERS ETF TRUST 0.0%
Value $1.287M (+4.3%) Shares 38,524 (+17.4%) Est. Cost Unrealized
MC MOELIS & CO 0.0%
Value $355K (+17.4%) Shares 5,422 (+2.3%) Est. Cost Unrealized
SHLD GLOBAL X FDS 0.0%
Value $340K (-12.5%) Shares 5,699 (+3.9%) Est. Cost Unrealized
URA GLOBAL X FDS 0.0%
Value $1.191M (-3.8%) Shares 27,258 (+6.6%) Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $271K (-14.6%) Shares 1,746 (+11.9%) Est. Cost Unrealized
FTMH PUTNAM ETF TRUST 0.0%
Value $410K (+12.4%) Shares 34,520 (+9.1%) Est. Cost Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value $290K (+18.0%) Shares 3,598 (+16.0%) Est. Cost Unrealized
FLO FLOWERS FOODS INC 0.0%
Value $289K (+17.5%) Shares 36,608 (+21.3%) Est. Cost Unrealized
MGV VANGUARD WORLD FD 0.0%
Value $334K (+14.5%) Shares 2,042 (+1.6%) Est. Cost Unrealized
PODD INSULET CORP 0.0%
Value $997K (+4.2%) Shares 6,548 (+43.7%) Est. Cost Unrealized
L LOEWS CORP 0.0%
Value $323K (+14.1%) Shares 2,849 (+7.6%) Est. Cost Unrealized
OSEA HARBOR ETF TRUST 0.0%
Value $508K (+8.1%) Shares 16,635 (+2.5%) Est. Cost Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $235K (-13.0%) Shares 19,804 (+15.8%) Est. Cost Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $962K (+3.7%) Shares 19,965 (+1.2%) Est. Cost Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value $401K (+9.1%) Shares 33,124 (+3.5%) Est. Cost Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value $1.871M (+1.7%) Shares 33,276 (+29.6%) Est. Cost Unrealized
DTE DTE ENERGY CO 0.0%
Value $260K (+13.4%) Shares 1,704 (+9.0%) Est. Cost Unrealized
USMV ISHARES TR 0.0%
Value $473K (+6.5%) Shares 4,905 (+2.4%) Est. Cost Unrealized
JNK SPDR SERIES TRUST 0.0%
Value $233K (+12.1%) Shares 2,419 (+11.4%) Est. Cost Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value $253K (-8.8%) Shares 4,961 (+5.4%) Est. Cost Unrealized
TIP ISHARES TR 0.0%
Value $1.112M (+2.2%) Shares 10,163 (+3.1%) Est. Cost Unrealized
STNE STONECO LTD 0.0%
Value $176K (-11.7%) Shares 16,262 (+15.1%) Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $2.482M (+0.9%) Shares 44,200 (+90.6%) Est. Cost Unrealized
SNDX SYNDAX PHARMACEUTICALS INC 0.0%
Value $4.747M (+0.5%) Shares 217,173 (+7.4%) Est. Cost Unrealized
O REALTY INCOME CORP 0.0%
Value $329K (+6.6%) Shares 5,311 (+5.3%) Est. Cost Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $590K (+3.5%) Shares 2,927 (+7.3%) Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $1.298M (+1.5%) Shares 3,837 (+6.1%) Est. Cost Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value $228K (+7.7%) Shares 2,950 (+31.1%) Est. Cost Unrealized
DG DOLLAR GEN CORP 0.0%
Value $635K (+2.5%) Shares 5,515 (+5.8%) Est. Cost Unrealized
B BARRICK MNG CORP 0.0%
Value $313K (-4.3%) Shares 8,533 (+6.2%) Est. Cost Unrealized
OVV OVINTIV INC 0.0%
Value $1.226M (+1.1%) Shares 23,295 (+14.0%) Est. Cost Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value $252K (+5.5%) Shares 4,983 (+4.1%) Est. Cost Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value $267K (+4.9%) Shares 11,344 (+2.5%) Est. Cost Unrealized
CVNA CARVANA CO 0.0%
Value $246K (+4.8%) Shares 3,738 (+400.4%) Est. Cost Unrealized
LEU CENTRUS ENERGY CORP 0.0%
Value $441K (+2.4%) Shares 2,627 (+5.9%) Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $286K (-3.1%) Shares 624 (+2.3%) Est. Cost Unrealized
KR KROGER CO 0.0%
Value $1.245M (-0.7%) Shares 22,422 (+29.5%) Est. Cost Unrealized
GMED GLOBUS MED INC 0.0%
Value $1.391M (+0.6%) Shares 17,607 (+9.7%) Est. Cost Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value $349K (+0.9%) Shares 3,483 (+1.0%) Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value $377K (-0.6%) Shares 5,679 (+3.6%) Est. Cost Unrealized
FLYX FLYEXCLUSIVE INC 0.0%
Value $26,000 (+9.6%) Shares 13,000 (+23.8%) Est. Cost Unrealized
LDUR PIMCO ETF TR 0.0%
Value $289K (+0.8%) Shares 3,019 (+1.0%) Est. Cost Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $916K (-0.2%) Shares 18,817 (+4.2%) Est. Cost Unrealized
OPTT OCEAN PWR TECHNOLOGIES INC 0.0%
Value $34,191 (-2.8%) Shares 130,500 (+29.9%) Est. Cost Unrealized

Exited Positions (35)

HON HONEYWELL INTL INC 0.2%
Value $25.57M Shares 113,123 Est. Cost Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value $3.234M Shares 145,200 Est. Cost Unrealized
HURN HURON CONSULTING GROUP INC 0.0%
Value $3.112M Shares 24,411 Est. Cost Unrealized
QLYS QUALYS INC 0.0%
Value $2.639M Shares 30,042 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $1.445M Shares 31,556 Est. Cost Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value $1.113M Shares 19,518 Est. Cost Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value $994K Shares 16,444 Est. Cost Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value $725K Shares 5,011 Est. Cost Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $590K Shares 16,792 Est. Cost Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value $566K Shares 936 Est. Cost Unrealized
PKG PACKAGING CORP AMER 0.0%
Value $477K Shares 2,246 Est. Cost Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $463K Shares 2,347 Est. Cost Unrealized
BROS DUTCH BROS INC 0.0%
Value $463K Shares 9,133 Est. Cost Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value $447K Shares 10,246 Est. Cost Unrealized
XP XP INC 0.0%
Value $364K Shares 19,114 Est. Cost Unrealized
CUBE CUBESMART 0.0%
Value $329K Shares 8,977 Est. Cost Unrealized
EMB ISHARES TR 0.0%
Value $325K Shares 3,448 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value $324K Shares 12,520 Est. Cost Unrealized
WEN WENDYS CO 0.0%
Value $309K Shares 44,390 Est. Cost Unrealized
TDC TERADATA CORP DEL 0.0%
Value $306K Shares 11,944 Est. Cost Unrealized
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value $301K Shares 16,958 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $292K Shares 1,908 Est. Cost Unrealized
PBDE PGIM ROCK ETF TR 0.0%
Value $290K Shares 9,987 Est. Cost Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $283K Shares 6,558 Est. Cost Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $266K Shares 1,538 Est. Cost Unrealized
GSAT GLOBALSTAR INC 0.0%
Value $238K Shares 3,579 Est. Cost Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value $225K Shares 1,688 Est. Cost Unrealized
SLVP ISHARES INC 0.0%
Value $224K Shares 6,313 Est. Cost Unrealized
MTN VAIL RESORTS INC 0.0%
Value $223K Shares 1,732 Est. Cost Unrealized
MPX MARINE PRODS CORP 0.0%
Value $222K Shares 30,565 Est. Cost Unrealized
REAVES UTIL INCOME FD 0.0%
Value $211K Shares 5,379 Est. Cost Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $209K Shares 1,461 Est. Cost Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $201K Shares 2,441 Est. Cost Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $175K Shares 11,133 Est. Cost Unrealized
BGC BGC GROUP INC 0.0%
Value $102K Shares 10,443 Est. Cost Unrealized

Decreased Positions (344)

MU MICRON TECHNOLOGY INC 1.1%
Value $156M (+201.6%) Shares 134,862 (-11.7%) Est. Cost Unrealized
PNFP PINNACLE FINL PARTNERS INC 2.4%
Value $345M (+14.4%) Shares 3,416,527 (-2.3%) Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value $45.42M (+177.0%) Shares 152,470 (-7.9%) Est. Cost Unrealized
GPN GLOBAL PMTS INC 3.4%
Value $503M (+5.6%) Shares 6,938,291 (-2.0%) Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $32.72M (+180.2%) Shares 56,328 (-1.9%) Est. Cost Unrealized
GOOG ALPHABET INC 0.8%
Value $120M (+19.5%) Shares 340,632 (-3.0%) Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value $200M (+10.1%) Shares 610,353 (-1.1%) Est. Cost Unrealized
TLT ISHARES TR 0.0%
Value $5.204M (-72.1%) Shares 60,221 (-72.0%) Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value $36.88M (+49.7%) Shares 88,730 (-2.5%) Est. Cost Unrealized
CME CME GROUP INC 0.2%
Value $22.26M (-33.1%) Shares 100,797 (-10.5%) Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value $35.87M (+40.3%) Shares 188,273 (-2.2%) Est. Cost Unrealized
ASML ASML HLDG NV 0.2%
Value $28.68M (+45.4%) Shares 14,418 (-3.4%) Est. Cost Unrealized
PWR QUANTA SVCS INC 0.3%
Value $46.39M (+22.9%) Shares 64,428 (-6.3%) Est. Cost Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value $44.48M (-15.2%) Shares 787,470 (-14.9%) Est. Cost Unrealized
MPWR MONOLITHIC PWR SYS INC 0.3%
Value $41.9M (+21.2%) Shares 30,314 (-4.1%) Est. Cost Unrealized
KO COCA COLA CO 4.0%
Value $585M (+1.2%) Shares 7,193,014 (-5.3%) Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $19M (-26.5%) Shares 37,906 (-28.0%) Est. Cost Unrealized
BE BLOOM ENERGY CORP 0.1%
Value $13.76M (+72.9%) Shares 45,468 (-22.6%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.1%
Value $14.36M (-27.9%) Shares 201,170 (-2.8%) Est. Cost Unrealized
IDV ISHARES TR 0.0%
Value $4.165M (-56.4%) Shares 100,536 (-55.2%) Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $20M (+33.4%) Shares 41,876 (-5.5%) Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value $26.12M (-14.1%) Shares 305,583 (-22.5%) Est. Cost Unrealized
MDT MEDTRONIC PLC 0.0%
Value $5.641M (-42.8%) Shares 72,108 (-36.6%) Est. Cost Unrealized
IWP ISHARES TR 0.3%
Value $36.7M (+12.9%) Shares 250,670 (-1.2%) Est. Cost Unrealized
ZTS ZOETIS INC 0.0%
Value $5.665M (-40.5%) Shares 78,827 (-2.1%) Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 2.9%
Value $419M (+0.9%) Shares 561,289 (-12.1%) Est. Cost Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.2%
Value $32.76M (+11.7%) Shares 46,580 (-2.0%) Est. Cost Unrealized
CRM SALESFORCE INC 0.1%
Value $15.39M (-18.0%) Shares 98,258 (-2.3%) Est. Cost Unrealized
QUAL ISHARES TR 0.2%
Value $31.72M (+11.8%) Shares 144,536 (-2.3%) Est. Cost Unrealized
COWZ PACER FDS TR 0.2%
Value $27.42M (-10.4%) Shares 440,862 (-9.8%) Est. Cost Unrealized
CM CANADIAN IMPERIAL BANK OF CO 0.1%
Value $19.02M (+19.2%) Shares 165,374 (-1.8%) Est. Cost Unrealized
PEP PEPSICO INC 0.1%
Value $15.73M (-16.2%) Shares 116,175 (-3.9%) Est. Cost Unrealized
TBIL RBB FD INC 0.1%
Value $10.93M (-21.2%) Shares 219,117 (-21.2%) Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $471K (-85.5%) Shares 14,894 (-79.2%) Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $10.23M (-21.0%) Shares 192,568 (-8.9%) Est. Cost Unrealized
DIS DISNEY WALT CO 0.1%
Value $8.293M (-24.0%) Shares 86,156 (-23.9%) Est. Cost Unrealized
IEI ISHARES TR 0.1%
Value $9.442M (-20.6%) Shares 80,388 (-19.8%) Est. Cost Unrealized
JHSC JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $20.43M (+12.0%) Shares 420,616 (-1.0%) Est. Cost Unrealized
META META PLATFORMS INC 0.3%
Value $40.64M (-4.9%) Shares 72,148 (-3.4%) Est. Cost Unrealized
SPLB SPDR SERIES TRUST 0.0%
Value $307K (-86.7%) Shares 13,690 (-86.8%) Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $31.2M (+6.6%) Shares 139,294 (-3.3%) Est. Cost Unrealized
DE DEERE & CO 0.1%
Value $18.58M (+11.2%) Shares 29,294 (-1.2%) Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value $6.998M (+36.2%) Shares 14,134 (-1.3%) Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value $30.35M (-5.5%) Shares 239,778 (-2.3%) Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $18.19M (+10.8%) Shares 55,102 (-2.1%) Est. Cost Unrealized
DHR DANAHER CORP DEL 0.1%
Value $15.12M (-10.4%) Shares 79,360 (-10.8%) Est. Cost Unrealized
ENTG ENTEGRIS INC 0.0%
Value $5.03M (+50.0%) Shares 27,966 (-2.2%) Est. Cost Unrealized
CPRT COPART INC 0.1%
Value $8.433M (-16.5%) Shares 299,139 (-1.6%) Est. Cost Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value $9.64M (+19.1%) Shares 26,359 (-1.5%) Est. Cost Unrealized
EOG EOG RES INC 0.1%
Value $11.97M (-11.4%) Shares 92,254 (-1.2%) Est. Cost Unrealized
RBC RBC BEARINGS INC 0.1%
Value $12.59M (+13.9%) Shares 19,549 (-4.0%) Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $5.566M (-21.2%) Shares 103,683 (-3.0%) Est. Cost Unrealized
MTRN MATERION CORP 0.0%
Value $3.185M (+77.0%) Shares 10,709 (-13.9%) Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $6.715M (-16.9%) Shares 273,534 (-2.8%) Est. Cost Unrealized
LOW LOWES COS INC 0.1%
Value $11.72M (-9.7%) Shares 53,167 (-3.2%) Est. Cost Unrealized
TFC TRUIST FINL CORP 0.2%
Value $25.76M (+5.1%) Shares 517,033 (-3.0%) Est. Cost Unrealized
UL UNILEVER PLC 0.0%
Value $896K (-58.4%) Shares 14,895 (-60.6%) Est. Cost Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value $32.77M (+3.9%) Shares 138,486 (-5.5%) Est. Cost Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value $10.25M (+13.8%) Shares 80,178 (-2.4%) Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $2.589M (-31.9%) Shares 15,532 (-29.1%) Est. Cost Unrealized
IAU ISHARES GOLD TR 0.0%
Value $5.109M (-19.1%) Shares 67,663 (-5.5%) Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $2.148M (-35.7%) Shares 17,004 (-29.1%) Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $2.075M (-36.4%) Shares 50,542 (-18.1%) Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $2.523M (-31.9%) Shares 4,953 (-8.8%) Est. Cost Unrealized
NOW SERVICENOW INC 0.1%
Value $15.56M (-7.0%) Shares 156,761 (-2.1%) Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $2.047M (+133.1%) Shares 3,205 (-1.3%) Est. Cost Unrealized
SNA SNAP ON INC 0.1%
Value $20.68M (+6.0%) Shares 51,396 (-4.4%) Est. Cost Unrealized
NPO ENPRO INC 0.0%
Value $3.697M (+45.5%) Shares 9,808 (-3.2%) Est. Cost Unrealized
WFC WELLS FARGO & CO 0.1%
Value $8.523M (-11.4%) Shares 103,134 (-14.7%) Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $12.06M (+10.0%) Shares 109,863 (-3.3%) Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value $13.85M (-7.2%) Shares 84,692 (-2.0%) Est. Cost Unrealized
FLTR VANECK ETF TRUST 0.0%
Value $4.258M (-20.1%) Shares 166,281 (-20.5%) Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $3.429M (-23.7%) Shares 16,726 (-9.5%) Est. Cost Unrealized
ORCL ORACLE CORP 0.2%
Value $31.55M (-3.1%) Shares 215,308 (-2.7%) Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value $2.053M (+92.5%) Shares 3,203 (-1.1%) Est. Cost Unrealized
WY WEYERHAEUSER CO 0.0%
Value $3.806M (-20.5%) Shares 158,966 (-18.9%) Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value $91.04M (+1.1%) Shares 246,024 (-12.4%) Est. Cost Unrealized
CCJ CAMECO CORP 0.0%
Value $4.442M (-17.8%) Shares 43,607 (-12.3%) Est. Cost Unrealized
GIS GENERAL MILLS INC 0.0%
Value $6.87M (-11.9%) Shares 197,399 (-5.7%) Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $24.58M (-3.6%) Shares 47,850 (-6.2%) Est. Cost Unrealized
GOVT ISHARES TR 0.0%
Value $6.011M (-13.2%) Shares 263,866 (-12.7%) Est. Cost Unrealized
AMLP ALPS ETF TR 0.0%
Value $3.738M (-19.6%) Shares 72,101 (-18.3%) Est. Cost Unrealized
RISR TIDAL TRUST I 0.0%
Value $2.515M (-26.3%) Shares 69,476 (-26.2%) Est. Cost Unrealized
SYK STRYKER CORPORATION 0.0%
Value $5.5M (-13.5%) Shares 17,469 (-9.7%) Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $1.352M (-37.3%) Shares 31,317 (-34.3%) Est. Cost Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value $10.82M (+7.9%) Shares 44,539 (-3.5%) Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $2.263M (-25.4%) Shares 5,449 (-22.1%) Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $16.66M (-4.4%) Shares 180,572 (-2.6%) Est. Cost Unrealized
VALQ AMERICAN CENTY ETF TR 0.1%
Value $15.56M (+4.9%) Shares 223,276 (-2.1%) Est. Cost Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $5.956M (-10.8%) Shares 99,720 (-10.7%) Est. Cost Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $373K (-65.7%) Shares 1,560 (-59.2%) Est. Cost Unrealized
MTDR MATADOR RES CO 0.0%
Value $1.329M (-34.4%) Shares 26,698 (-16.7%) Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $4.582M (+17.9%) Shares 62,468 (-9.5%) Est. Cost Unrealized
COR CENCORA INC 0.0%
Value $5.101M (-11.9%) Shares 18,024 (-2.2%) Est. Cost Unrealized
ISPY PROSHARES TR 0.0%
Value $276K (-70.9%) Shares 5,730 (-73.8%) Est. Cost Unrealized
TTE TOTALENERGIES SE 0.0%
Value $3.495M (-15.9%) Shares 44,950 (-1.6%) Est. Cost Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $6.074M (+12.2%) Shares 179,482 (-3.4%) Est. Cost Unrealized
PFF ISHARES TR 0.1%
Value $8.484M (-7.1%) Shares 278,261 (-7.6%) Est. Cost Unrealized
FDX FEDEX CORP 0.0%
Value $1.937M (-25.1%) Shares 6,185 (-14.7%) Est. Cost Unrealized
COHU COHU INC 0.0%
Value $1.517M (+73.9%) Shares 20,528 (-28.0%) Est. Cost Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $6.246M (+11.4%) Shares 12,716 (-5.5%) Est. Cost Unrealized
NVR NVR INC 0.0%
Value $586K (-52.2%) Shares 86 (-53.8%) Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $6.023M (-9.6%) Shares 35,628 (-2.5%) Est. Cost Unrealized
SHYG ISHARES TR 0.0%
Value $440K (-58.6%) Shares 10,374 (-58.7%) Est. Cost Unrealized
GPC GENUINE PARTS CO 0.2%
Value $23.59M (+2.7%) Shares 199,959 (-8.0%) Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value $8.559M (+7.5%) Shares 27,206 (-1.9%) Est. Cost Unrealized
SF STIFEL FINL CORP 0.0%
Value $283K (-67.6%) Shares 4,058 (-65.7%) Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $8.652M (+7.2%) Shares 89,724 (-1.4%) Est. Cost Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $465K (-55.5%) Shares 22,058 (-46.0%) Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $1.278M (+82.5%) Shares 28,341 (-3.7%) Est. Cost Unrealized
EZM WISDOMTREE TR 0.0%
Value $6.391M (+9.4%) Shares 84,335 (-2.9%) Est. Cost Unrealized
NICE NICE LTD 0.0%
Value $1.351M (-28.9%) Shares 14,876 (-13.7%) Est. Cost Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $8.694M (+6.4%) Shares 237,989 (-1.6%) Est. Cost Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $1.756M (+38.2%) Shares 10,750 (-2.4%) Est. Cost Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $1.063M (+83.5%) Shares 1,267 (-11.0%) Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $1.431M (-24.5%) Shares 29,172 (-14.1%) Est. Cost Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value $300K (-60.1%) Shares 16,761 (-60.4%) Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $2.909M (-13.3%) Shares 39,030 (-12.5%) Est. Cost Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value $1.412M (-24.0%) Shares 3,788 (-34.2%) Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $5.178M (-7.9%) Shares 18,583 (-12.1%) Est. Cost Unrealized
IEF ISHARES TR 0.1%
Value $7.563M (-5.5%) Shares 79,974 (-4.7%) Est. Cost Unrealized
MCK MCKESSON CORP 0.0%
Value $2.793M (-13.7%) Shares 3,696 (-1.2%) Est. Cost Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $1.76M (+31.7%) Shares 2,854 (-15.8%) Est. Cost Unrealized
MLPX GLOBAL X FDS 0.0%
Value $282K (-59.9%) Shares 3,828 (-59.7%) Est. Cost Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value $1.345M (-23.7%) Shares 66,022 (-23.6%) Est. Cost Unrealized
SSB SOUTHSTATE BK CORP 0.0%
Value $6.668M (+6.6%) Shares 66,746 (-1.3%) Est. Cost Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $11.85M (-3.4%) Shares 149,940 (-3.1%) Est. Cost Unrealized
HYG ISHARES TR 0.0%
Value $2.518M (-13.9%) Shares 31,483 (-14.3%) Est. Cost Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $1.054M (-27.6%) Shares 20,420 (-21.9%) Est. Cost Unrealized
CDW CDW CORP 0.0%
Value $369K (-51.3%) Shares 2,625 (-58.1%) Est. Cost Unrealized
LFUS LITTELFUSE INC 0.0%
Value $2.304M (+20.1%) Shares 5,060 (-10.5%) Est. Cost Unrealized
IYW ISHARES TR 0.0%
Value $1.774M (+26.3%) Shares 7,035 (-9.2%) Est. Cost Unrealized
RAL RALLIANT CORP 0.0%
Value $897K (+65.5%) Shares 12,183 (-6.5%) Est. Cost Unrealized
ESI ELEMENT SOLUTIONS INC 0.0%
Value $2.444M (+16.9%) Shares 51,188 (-16.4%) Est. Cost Unrealized
SAP SAP SE 0.0%
Value $2.186M (-13.8%) Shares 14,183 (-4.2%) Est. Cost Unrealized
ALC ALCON AG 0.0%
Value $2.311M (-12.9%) Shares 34,434 (-2.2%) Est. Cost Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $262K (-56.5%) Shares 6,768 (-31.1%) Est. Cost Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value $547K (-38.2%) Shares 7,863 (-72.0%) Est. Cost Unrealized
VMI VALMONT INDS INC 0.0%
Value $2.139M (+18.7%) Shares 3,704 (-17.9%) Est. Cost Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.59M (+26.2%) Shares 40,510 (-4.2%) Est. Cost Unrealized
BP BP PLC 0.0%
Value $1.012M (-24.5%) Shares 27,387 (-3.9%) Est. Cost Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $2.626M (+13.8%) Shares 29,145 (-5.0%) Est. Cost Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value $2.56M (+13.9%) Shares 31,247 (-1.4%) Est. Cost Unrealized
SEIX VIRTUS ETF TR II 0.0%
Value $618K (-33.3%) Shares 26,724 (-33.5%) Est. Cost Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value $938K (-24.4%) Shares 18,508 (-24.1%) Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value $1.727M (-14.7%) Shares 14,728 (-20.7%) Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $2.905M (+11.1%) Shares 32,118 (-1.6%) Est. Cost Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value $757K (-27.5%) Shares 21,423 (-27.2%) Est. Cost Unrealized
FN FABRINET 0.0%
Value $5.24M (+5.7%) Shares 9,322 (-1.9%) Est. Cost Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $981K (+39.5%) Shares 495 (-2.9%) Est. Cost Unrealized
ATLC ATLANTICUS HOLDINGS CORP 0.0%
Value $652K (+68.5%) Shares 6,380 (-13.6%) Est. Cost Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $400K (-38.4%) Shares 36,831 (-37.3%) Est. Cost Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value $779K (-24.2%) Shares 20,452 (-28.9%) Est. Cost Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $1.328M (+22.7%) Shares 7,640 (-1.5%) Est. Cost Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value $1.117M (-17.6%) Shares 10,576 (-17.6%) Est. Cost Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value $918K (-20.5%) Shares 8,030 (-1.1%) Est. Cost Unrealized
ACIW ACI WORLDWIDE INC 0.0%
Value $1.335M (+21.4%) Shares 26,555 (-1.0%) Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $904K (+33.7%) Shares 5,528 (-3.1%) Est. Cost Unrealized
MPC MARATHON PETE CORP 0.0%
Value $7.104M (+3.3%) Shares 27,785 (-1.3%) Est. Cost Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value $2.476M (-8.4%) Shares 41,061 (-16.0%) Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value $5.079M (+4.6%) Shares 25,317 (-4.9%) Est. Cost Unrealized
MINT PIMCO ETF TR 0.0%
Value $3.099M (-6.5%) Shares 30,741 (-6.7%) Est. Cost Unrealized
RTO RENTOKIL INITIAL PLC 0.0%
Value $1.585M (-11.7%) Shares 55,416 (-2.8%) Est. Cost Unrealized
RHI ROBERT HALF INC. 0.0%
Value $1.396M (+17.6%) Shares 45,481 (-2.7%) Est. Cost Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $662K (-23.9%) Shares 1,468 (-11.8%) Est. Cost Unrealized
RUSHA RUSH ENTERPRISES INC 0.0%
Value $1.122M (-15.6%) Shares 15,377 (-23.6%) Est. Cost Unrealized
CXT CRANE NXT CO 0.0%
Value $1.061M (+24.4%) Shares 20,731 (-1.3%) Est. Cost Unrealized
NGVT INGEVITY CORP 0.0%
Value $1.578M (-11.2%) Shares 21,132 (-15.3%) Est. Cost Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.0%
Value $577K (-25.3%) Shares 30,285 (-26.2%) Est. Cost Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $443K (-29.7%) Shares 3,513 (-29.0%) Est. Cost Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value $733K (-20.1%) Shares 8,468 (-15.4%) Est. Cost Unrealized
BMI BADGER METER INC 0.0%
Value $647K (-21.7%) Shares 4,360 (-19.6%) Est. Cost Unrealized
XMAG TIDAL TRUST II 0.0%
Value $1.624M (+12.1%) Shares 62,286 (-4.5%) Est. Cost Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value $2.894M (+6.4%) Shares 65,737 (-1.3%) Est. Cost Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value $3.317M (+5.5%) Shares 41,775 (-4.6%) Est. Cost Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value $1.021M (-14.3%) Shares 2,698 (-53.6%) Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $13.87M (-1.2%) Shares 239,857 (-1.6%) Est. Cost Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value $4.164M (-3.9%) Shares 19,542 (-1.2%) Est. Cost Unrealized
IXUS ISHARES TR 0.0%
Value $2.3M (+7.8%) Shares 24,095 (-2.2%) Est. Cost Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $1.011M (-13.9%) Shares 11,747 (-9.6%) Est. Cost Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $892K (-15.4%) Shares 19,599 (-2.0%) Est. Cost Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value $1M (+19.3%) Shares 43,229 (-3.7%) Est. Cost Unrealized
XSD SPDR SERIES TRUST 0.0%
Value $402K (+67.2%) Shares 645 (-12.6%) Est. Cost Unrealized
SNOW SNOWFLAKE INC 0.0%
Value $405K (+63.9%) Shares 1,591 (-2.9%) Est. Cost Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value $701K (-18.3%) Shares 16,995 (-22.9%) Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $4.524M (+3.5%) Shares 42,082 (-5.2%) Est. Cost Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value $455K (-24.8%) Shares 3,415 (-37.5%) Est. Cost Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value $1.914M (+8.5%) Shares 13,777 (-4.6%) Est. Cost Unrealized
NVT NVENT ELEC PLC 0.0%
Value $551K (+36.6%) Shares 3,250 (-4.7%) Est. Cost Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value $623K (+30.9%) Shares 6,885 (-1.2%) Est. Cost Unrealized
SPTB SPDR SERIES TRUST 0.0%
Value $1.637M (-8.2%) Shares 54,455 (-7.6%) Est. Cost Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value $921K (+18.3%) Shares 3,866 (-7.0%) Est. Cost Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $3.951M (-3.5%) Shares 50,714 (-2.8%) Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $506K (-21.9%) Shares 3,459 (-6.7%) Est. Cost Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value $975K (-12.3%) Shares 18,040 (-14.3%) Est. Cost Unrealized
YETI YETI HLDGS INC 0.0%
Value $607K (+28.2%) Shares 12,244 (-5.4%) Est. Cost Unrealized
GSST GOLDMAN SACHS ETF TR 0.0%
Value $714K (-15.7%) Shares 14,127 (-15.8%) Est. Cost Unrealized
HPQ HP INC 0.0%
Value $1.218M (+11.8%) Shares 55,523 (-2.1%) Est. Cost Unrealized
AZTA AZENTA INC 0.0%
Value $782K (+19.3%) Shares 30,637 (-1.2%) Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $2.412M (+5.5%) Shares 6,342 (-38.4%) Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $6.136M (-2.0%) Shares 66,860 (-1.2%) Est. Cost Unrealized
FXH FIRST TR EXCHANGE-TRADED FD 0.0%
Value $366K (-24.6%) Shares 2,993 (-32.4%) Est. Cost Unrealized
TECH BIO-TECHNE CORP 0.0%
Value $1.28M (+10.2%) Shares 18,114 (-18.5%) Est. Cost Unrealized
VRSN VERISIGN INC 0.1%
Value $8.751M (-1.3%) Shares 34,788 (-2.5%) Est. Cost Unrealized
SGOV ISHARES TR 0.0%
Value $471K (-19.4%) Shares 4,681 (-19.4%) Est. Cost Unrealized
VICI VICI PPTYS INC 0.0%
Value $351K (-24.4%) Shares 13,226 (-22.2%) Est. Cost Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $489K (+28.5%) Shares 4,025 (-1.2%) Est. Cost Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value $366K (+42.0%) Shares 2,688 (-10.0%) Est. Cost Unrealized
CMCO COLUMBUS MCKINNON CORP N Y 0.0%
Value $228K (-32.1%) Shares 15,095 (-34.8%) Est. Cost Unrealized
SPXC SPX TECHNOLOGIES INC 0.0%
Value $1.026M (+11.7%) Shares 4,185 (-8.9%) Est. Cost Unrealized
AYI ACUITY INC 0.0%
Value $566K (+22.7%) Shares 1,502 (-8.7%) Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value $45M (-0.2%) Shares 306,876 (-1.7%) Est. Cost Unrealized
DSGX DESCARTES SYS GROUP INC 0.0%
Value $1.352M (-7.2%) Shares 19,525 (-4.0%) Est. Cost Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value $578K (-15.0%) Shares 31,968 (-49.5%) Est. Cost Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value $1.011M (-8.9%) Shares 7,265 (-1.7%) Est. Cost Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value $921K (+11.5%) Shares 35,902 (-1.0%) Est. Cost Unrealized
SNPS SYNOPSYS INC 0.0%
Value $1.262M (+8.0%) Shares 2,828 (-4.0%) Est. Cost Unrealized
GEN GEN DIGITAL INC 0.0%
Value $402K (+29.5%) Shares 16,132 (-2.1%) Est. Cost Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value $533K (-14.6%) Shares 10,134 (-2.5%) Est. Cost Unrealized
PTLC PACER FDS TR 0.0%
Value $580K (-13.6%) Shares 9,962 (-22.2%) Est. Cost Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value $774K (+13.1%) Shares 38,925 (-3.5%) Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $620K (+16.9%) Shares 2,770 (-2.3%) Est. Cost Unrealized
INCY INCYTE CORP 0.0%
Value $571K (+18.2%) Shares 5,033 (-1.8%) Est. Cost Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $1.076M (+8.9%) Shares 19,559 (-4.1%) Est. Cost Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.835M (+5.0%) Shares 65,704 (-1.3%) Est. Cost Unrealized
IMCG ISHARES TR 0.0%
Value $469K (+22.3%) Shares 4,774 (-2.0%) Est. Cost Unrealized
PSA PUBLIC STORAGE 0.0%
Value $690K (+14.0%) Shares 2,166 (-3.0%) Est. Cost Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value $503K (+19.9%) Shares 3,735 (-2.5%) Est. Cost Unrealized
SHOP SHOPIFY INC 0.0%
Value $571K (-12.6%) Shares 5,004 (-9.2%) Est. Cost Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value $1.167M (+7.3%) Shares 561 (-2.8%) Est. Cost Unrealized
CHE CHEMED CORP NEW 0.0%
Value $452K (+20.9%) Shares 971 (-1.9%) Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $3.094M (-2.5%) Shares 19,742 (-4.9%) Est. Cost Unrealized
HDB HDFC BANK LTD 0.0%
Value $329K (-18.4%) Shares 12,747 (-21.4%) Est. Cost Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value $11.56M (+0.6%) Shares 41,291 (-4.1%) Est. Cost Unrealized
GNTX GENTEX CORP 0.0%
Value $688K (+11.8%) Shares 27,238 (-3.4%) Est. Cost Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value $724K (+10.9%) Shares 3,347 (-3.6%) Est. Cost Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $529K (-11.8%) Shares 5,404 (-1.4%) Est. Cost Unrealized
RWR SPDR SERIES TRUST 0.0%
Value $806K (+9.4%) Shares 7,132 (-2.1%) Est. Cost Unrealized
YUM YUM BRANDS INC 0.0%
Value $4.168M (+1.7%) Shares 26,072 (-1.1%) Est. Cost Unrealized
SRE SEMPRA 0.0%
Value $397K (-14.7%) Shares 4,287 (-10.6%) Est. Cost Unrealized
EG EVEREST GROUP LTD 0.0%
Value $907K (+8.1%) Shares 2,540 (-1.1%) Est. Cost Unrealized
MOD MODINE MFG CO 0.0%
Value $1.331M (+5.3%) Shares 4,985 (-14.5%) Est. Cost Unrealized
APP APPLOVIN CORP 0.0%
Value $783K (-7.8%) Shares 1,519 (-28.8%) Est. Cost Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value $1.247M (-5.0%) Shares 50,133 (-5.4%) Est. Cost Unrealized
IYR ISHARES TR 0.0%
Value $997K (+6.6%) Shares 9,751 (-1.4%) Est. Cost Unrealized
MUNI PIMCO ETF TR 0.0%
Value $620K (-9.0%) Shares 11,789 (-9.7%) Est. Cost Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $687K (-8.2%) Shares 405 (-6.5%) Est. Cost Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $3.311M (-1.8%) Shares 35,248 (-3.0%) Est. Cost Unrealized
PCG PG&E CORP 0.0%
Value $558K (-9.7%) Shares 33,199 (-5.7%) Est. Cost Unrealized
INFY INFOSYS LTD 0.0%
Value $129K (-30.4%) Shares 12,325 (-10.4%) Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $33.7M (-0.2%) Shares 45 (-4.3%) Est. Cost Unrealized
STE STERIS PLC 0.0%
Value $459K (-10.5%) Shares 2,181 (-6.0%) Est. Cost Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $414K (-11.5%) Shares 10,172 (-11.6%) Est. Cost Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value $420K (-11.0%) Shares 10,791 (-1.6%) Est. Cost Unrealized
MUB ISHARES TR 0.0%
Value $5.506M (-0.9%) Shares 51,165 (-2.3%) Est. Cost Unrealized
IUSG ISHARES TR 0.0%
Value $305K (+19.2%) Shares 1,623 (-1.4%) Est. Cost Unrealized
MAS MASCO CORP 0.0%
Value $255K (+23.7%) Shares 3,133 (-8.2%) Est. Cost Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $439K (-9.9%) Shares 3,960 (-26.4%) Est. Cost Unrealized
DDS DILLARDS INC 0.0%
Value $473K (-9.1%) Shares 896 (-1.5%) Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $808K (-5.3%) Shares 30,315 (-2.4%) Est. Cost Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $1.536M (+3.0%) Shares 4,466 (-10.5%) Est. Cost Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $1.27M (-3.4%) Shares 2,202 (-1.3%) Est. Cost Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value $467K (-8.5%) Shares 4,814 (-9.5%) Est. Cost Unrealized
MPLX MPLX LP 0.0%
Value $538K (-7.4%) Shares 9,547 (-6.2%) Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $220K (-16.3%) Shares 1,887 (-16.9%) Est. Cost Unrealized
IAT ISHARES TR 0.0%
Value $469K (+9.8%) Shares 7,543 (-4.9%) Est. Cost Unrealized
APT ALPHA PRO TECH LTD 0.0%
Value $69,688 (-37.2%) Shares 12,400 (-50.4%) Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $303K (-11.9%) Shares 4,738 (-2.0%) Est. Cost Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $1.807M (-2.1%) Shares 94,510 (-1.2%) Est. Cost Unrealized
IYY ISHARES TR 0.0%
Value $794K (+5.1%) Shares 4,355 (-8.6%) Est. Cost Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $269K (+16.4%) Shares 2,857 (-12.0%) Est. Cost Unrealized
RNST RENASANT CORP 0.0%
Value $455K (+9.0%) Shares 10,703 (-7.4%) Est. Cost Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value $348K (+11.7%) Shares 3,373 (-8.1%) Est. Cost Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value $311K (+12.4%) Shares 5,889 (-1.3%) Est. Cost Unrealized
IGF ISHARES TR 0.0%
Value $264K (-11.5%) Shares 3,960 (-11.0%) Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1.888M (-1.8%) Shares 6,981 (-5.5%) Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $479K (-6.3%) Shares 2,936 (-17.7%) Est. Cost Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $1.405M (-2.1%) Shares 15,669 (-1.9%) Est. Cost Unrealized
HUBG HUB GROUP INC 0.0%
Value $813K (+3.9%) Shares 18,574 (-14.5%) Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $350K (-7.9%) Shares 2,659 (-4.7%) Est. Cost Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $797K (+3.8%) Shares 22,062 (-16.4%) Est. Cost Unrealized
TRGP TARGA RES CORP 0.0%
Value $941K (+3.2%) Shares 3,508 (-3.5%) Est. Cost Unrealized
VST VISTRA CORP 0.0%
Value $868K (+3.4%) Shares 5,470 (-2.0%) Est. Cost Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $701K (+4.2%) Shares 5,770 (-14.1%) Est. Cost Unrealized
VSNT VERSANT MEDIA GROUP INC 0.0%
Value $349K (-6.9%) Shares 9,684 (-4.3%) Est. Cost Unrealized
CI THE CIGNA GROUP 0.0%
Value $1.919M (-1.3%) Shares 6,962 (-4.5%) Est. Cost Unrealized
TXT TEXTRON INC 0.0%
Value $741K (+3.6%) Shares 8,081 (-1.1%) Est. Cost Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value $366K (+7.5%) Shares 7,009 (-2.8%) Est. Cost Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $633K (-3.8%) Shares 17,162 (-19.2%) Est. Cost Unrealized
CALF PACER FDS TR 0.0%
Value $705K (+3.6%) Shares 13,939 (-8.2%) Est. Cost Unrealized
DON WISDOMTREE TR 0.0%
Value $452K (+5.4%) Shares 7,996 (-2.0%) Est. Cost Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $916K (+2.6%) Shares 20,348 (-4.5%) Est. Cost Unrealized
CLS CELESTICA INC 0.0%
Value $529K (+4.6%) Shares 1,450 (-19.3%) Est. Cost Unrealized
SMR NUSCALE PWR CORP 0.0%
Value $151K (-13.1%) Shares 15,026 (-6.0%) Est. Cost Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $467K (+5.0%) Shares 3,203 (-1.2%) Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $14.09M (+0.2%) Shares 39,779 (-2.9%) Est. Cost Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $687K (+3.1%) Shares 6,609 (-4.1%) Est. Cost Unrealized
PPL PPL CORP 0.0%
Value $217K (-8.4%) Shares 5,982 (-3.7%) Est. Cost Unrealized
USHY ISHARES TR 0.0%
Value $236K (-7.6%) Shares 6,377 (-8.1%) Est. Cost Unrealized
IDU ISHARES TR 0.0%
Value $450K (-4.0%) Shares 3,922 (-2.6%) Est. Cost Unrealized
QCJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value $752K (+2.5%) Shares 32,199 (-5.5%) Est. Cost Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $321K (+6.2%) Shares 3,703 (-3.6%) Est. Cost Unrealized
FLS FLOWSERVE CORP 0.0%
Value $1.804M (-1.0%) Shares 24,327 (-1.9%) Est. Cost Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $607K (+3.1%) Shares 7,958 (-3.0%) Est. Cost Unrealized
EFV ISHARES TR 0.1%
Value $7.464M (+0.2%) Shares 97,501 (-2.6%) Est. Cost Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $910K (-1.8%) Shares 10,274 (-15.6%) Est. Cost Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $234K (-6.6%) Shares 4,992 (-6.4%) Est. Cost Unrealized
NI NISOURCE INC 0.0%
Value $201K (-7.0%) Shares 4,233 (-8.7%) Est. Cost Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $284K (+5.2%) Shares 48,639 (-9.2%) Est. Cost Unrealized
DGRW WISDOMTREE TR 0.0%
Value $379K (+3.9%) Shares 3,968 (-4.6%) Est. Cost Unrealized
CRWS CROWN CRAFTS INC 0.0%
Value $765K (-1.8%) Shares 269,508 (-11.0%) Est. Cost Unrealized
RKT ROCKET COS INC 0.0%
Value $266K (-5.0%) Shares 16,911 (-14.0%) Est. Cost Unrealized
LEN LENNAR CORP 0.0%
Value $332K (-4.0%) Shares 3,663 (-7.8%) Est. Cost Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value $219K (+5.4%) Shares 9,468 (-2.6%) Est. Cost Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $303K (+3.5%) Shares 15,472 (-11.2%) Est. Cost Unrealized
USFD US FOODS HLDG CORP 0.0%
Value $319K (+3.3%) Shares 3,116 (-6.9%) Est. Cost Unrealized
TFLO ISHARES TR 0.0%
Value $472K (-2.0%) Shares 9,315 (-2.0%) Est. Cost Unrealized
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $444K (-2.1%) Shares 13,892 (-2.3%) Est. Cost Unrealized
CHH CHOICE HOTELS INTL INC 0.0%
Value $265K (+3.8%) Shares 2,401 (-2.6%) Est. Cost Unrealized
ITA ISHARES TR 0.0%
Value $940K (-1.0%) Shares 3,878 (-10.6%) Est. Cost Unrealized
GNMA ISHARES TR 0.0%
Value $270K (-3.2%) Shares 6,114 (-3.0%) Est. Cost Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $288K (+3.0%) Shares 1,892 (-1.9%) Est. Cost Unrealized
AON AON PLC 0.0%
Value $998K (+0.8%) Shares 3,008 (-1.9%) Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $302K (+2.7%) Shares 2,064 (-7.9%) Est. Cost Unrealized
UBS UBS GROUP AG 0.0%
Value $403K (+2.0%) Shares 8,140 (-19.6%) Est. Cost Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $889K (-0.8%) Shares 11,868 (-3.1%) Est. Cost Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $590K (-1.3%) Shares 4,160 (-12.9%) Est. Cost Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value $342K (+2.2%) Shares 7,881 (-9.1%) Est. Cost Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $242K (+3.0%) Shares 2,146 (-5.4%) Est. Cost Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value $426K (-1.6%) Shares 8,000 (-48.1%) Est. Cost Unrealized
OSK OSHKOSH CORP 0.0%
Value $255K (-2.3%) Shares 1,664 (-6.3%) Est. Cost Unrealized
VLTO VERALTO CORP 0.0%
Value $547K (-1.0%) Shares 6,164 (-1.3%) Est. Cost Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value $450K (+1.3%) Shares 13,420 (-1.1%) Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $774K (-0.7%) Shares 5,716 (-3.1%) Est. Cost Unrealized
ALLT ALLOT LTD 0.0%
Value $88,500 (+6.3%) Shares 10,000 (-20.0%) Est. Cost Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value $713K (-0.6%) Shares 9,479 (-1.3%) Est. Cost Unrealized
GFF GRIFFON CORP 0.0%
Value $993K (-0.4%) Shares 10,185 (-25.8%) Est. Cost Unrealized
AEE AMEREN CORP 0.0%
Value $322K (+1.2%) Shares 2,850 (-1.6%) Est. Cost Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value $261K (-1.3%) Shares 13,345 (-1.2%) Est. Cost Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value $282K (+1.1%) Shares 2,373 (-5.4%) Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $270K (+1.1%) Shares 2,786 (-2.7%) Est. Cost Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value $656K (-0.1%) Shares 9,066 (-1.5%) Est. Cost Unrealized
WPC WP CAREY INC 0.0%
Value $684K (-0.0%) Shares 9,571 (-5.0%) Est. Cost Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value $318K (-0.0%) Shares 44,620 (-3.4%) Est. Cost Unrealized

Unchanged Positions (313)

IWD ISHARES TR 5.4%
Value $790M Shares 3,257,065 Est. Cost Unrealized
AAPL APPLE INC 2.9%
Value $419M Shares 1,448,033 Est. Cost Unrealized
GOOGL ALPHABET INC 1.6%
Value $228M Shares 636,973 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value $272M Shares 1,357,884 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $109M Shares 794,836 Est. Cost Unrealized
CSCO CISCO SYS INC 0.4%
Value $64.65M Shares 550,377 Est. Cost Unrealized
CAT CATERPILLAR INC 0.4%
Value $60.94M Shares 57,226 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.5%
Value $66.49M Shares 401,107 Est. Cost Unrealized
IWR ISHARES TR 0.9%
Value $137M Shares 1,245,534 Est. Cost Unrealized
V VISA INC 0.7%
Value $105M Shares 306,861 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.4%
Value $54.47M Shares 73,967 Est. Cost Unrealized
ABBV ABBVIE INC 0.5%
Value $77.83M Shares 309,302 Est. Cost Unrealized
IVV ISHARES TR 0.5%
Value $77.95M Shares 104,089 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $53.49M Shares 104,999 Est. Cost Unrealized
HCA HCA HEALTHCARE INC 0.3%
Value $38.36M Shares 98,386 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $11.09M Shares 25,583 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value $114M Shares 447,481 Est. Cost Unrealized
BAC BANK OF AMER CORP 0.2%
Value $34.25M Shares 601,074 Est. Cost Unrealized
WMT WALMART INC 0.4%
Value $52.98M Shares 467,771 Est. Cost Unrealized
CMI CUMMINS INC 0.1%
Value $17.88M Shares 25,073 Est. Cost Unrealized
SLV ISHARES SILVER TR 0.1%
Value $15.86M Shares 296,534 Est. Cost Unrealized
SHEL SHELL PLC 0.1%
Value $19.9M Shares 256,585 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 0.5%
Value $73.55M Shares 78,622 Est. Cost Unrealized
IWO ISHARES TR 0.1%
Value $15.54M Shares 39,437 Est. Cost Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value $19.5M Shares 63,662 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value $22.66M Shares 249,681 Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $6.763M Shares 44,027 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value $36.11M Shares 199,629 Est. Cost Unrealized
IWN ISHARES TR 0.1%
Value $20.43M Shares 92,369 Est. Cost Unrealized
IWS ISHARES TR 0.2%
Value $25.09M Shares 152,413 Est. Cost Unrealized
LYTS LSI INDS INC OHIO 0.1%
Value $8.458M Shares 318,197 Est. Cost Unrealized
KRYS KRYSTAL BIOTECH INC 0.1%
Value $7.524M Shares 20,243 Est. Cost Unrealized
GEV GE VERNOVA INC 0.1%
Value $8.724M Shares 7,425 Est. Cost Unrealized
VFH VANGUARD WORLD FD 0.2%
Value $27.91M Shares 212,066 Est. Cost Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value $13.12M Shares 95,378 Est. Cost Unrealized
VSDA VICTORY PORTFOLIOS II 0.2%
Value $33.34M Shares 573,111 Est. Cost Unrealized
TDG TRANSDIGM GROUP INC 0.1%
Value $15.86M Shares 11,904 Est. Cost Unrealized
GDX VANECK ETF TRUST 0.1%
Value $8.817M Shares 116,861 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $10.67M Shares 36,702 Est. Cost Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value $18.06M Shares 240,881 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.3%
Value $39.04M Shares 149,897 Est. Cost Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value $5.591M Shares 22,842 Est. Cost Unrealized
SNDK SANDISK CORP 0.0%
Value $2.285M Shares 1,005 Est. Cost Unrealized
MSFT MICROSOFT CORP 1.8%
Value $268M Shares 718,355 Est. Cost Unrealized
AMGN AMGEN INC 0.3%
Value $38.99M Shares 107,659 Est. Cost Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $12.34M Shares 23,619 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value $8.237M Shares 20,713 Est. Cost Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $9.452M Shares 312,986 Est. Cost Unrealized
GL GLOBE LIFE INC 0.0%
Value $5.29M Shares 29,603 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $19.64M Shares 223,776 Est. Cost Unrealized
NHC NATIONAL HEALTHCARE CORP 0.0%
Value $4.069M Shares 19,250 Est. Cost Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $7.437M Shares 24,536 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $25.34M Shares 62,220 Est. Cost Unrealized
MMM 3M CO 0.1%
Value $9.913M Shares 61,222 Est. Cost Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value $2.344M Shares 15,323 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.2%
Value $30.8M Shares 138,190 Est. Cost Unrealized
VCYT VERACYTE INC 0.0%
Value $1.92M Shares 32,698 Est. Cost Unrealized
MOG/A MOOG INC 0.0%
Value $2.737M Shares 6,457 Est. Cost Unrealized
ING ING GROEP N.V. 0.0%
Value $4.978M Shares 158,622 Est. Cost Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $2.855M Shares 30,486 Est. Cost Unrealized
RY ROYAL BK CDA 0.0%
Value $3.665M Shares 17,708 Est. Cost Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $6.331M Shares 40,340 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $17.21M Shares 298,653 Est. Cost Unrealized
SO SOUTHERN CO 1.3%
Value $185M Shares 1,932,339 Est. Cost Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value $4.98M Shares 53,562 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $14.86M Shares 72,147 Est. Cost Unrealized
SGOL ETFS GOLD TR 0.0%
Value $4.126M Shares 107,937 Est. Cost Unrealized
RPRX ROYALTY PHARMA PLC 0.0%
Value $4.835M Shares 86,237 Est. Cost Unrealized
MFC MANULIFE FINL CORP 0.0%
Value $4.274M Shares 105,511 Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $5.034M Shares 21,155 Est. Cost Unrealized
AGYS AGILYSYS INC 0.0%
Value $1.945M Shares 18,608 Est. Cost Unrealized
BAP CREDICORP LTD 0.0%
Value $4.897M Shares 12,570 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $7.085M Shares 32,729 Est. Cost Unrealized
HSTM HEALTHSTREAM INC 0.0%
Value $2.278M Shares 83,597 Est. Cost Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value $3.552M Shares 45,519 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $6.363M Shares 88,865 Est. Cost Unrealized
SXI STANDEX INTL CORP 0.0%
Value $1.856M Shares 5,189 Est. Cost Unrealized
ITOT ISHARES TR 0.0%
Value $4.034M Shares 24,557 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $5.765M Shares 5,893 Est. Cost Unrealized
HUM HUMANA INC 0.0%
Value $888K Shares 2,235 Est. Cost Unrealized
HACK AMPLIFY ETF TR 0.0%
Value $1.776M Shares 16,923 Est. Cost Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value $4.156M Shares 59,452 Est. Cost Unrealized
VMC VULCAN MATLS CO 0.0%
Value $5.599M Shares 18,978 Est. Cost Unrealized
MTUM ISHARES TR 0.0%
Value $1.494M Shares 4,356 Est. Cost Unrealized
GSK GSK PLC 0.0%
Value $7.323M Shares 139,689 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $1.839M Shares 8,245 Est. Cost Unrealized
IWV ISHARES TR 0.0%
Value $3.127M Shares 7,334 Est. Cost Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $2.926M Shares 19,491 Est. Cost Unrealized
NWL NEWELL BRANDS INC 0.0%
Value $930K Shares 151,422 Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $1.675M Shares 34,932 Est. Cost Unrealized
IYE ISHARES TR 0.0%
Value $2.548M Shares 45,030 Est. Cost Unrealized
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value $3.024M Shares 40,476 Est. Cost Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value $1.709M Shares 7,333 Est. Cost Unrealized
IYF ISHARES TR 0.0%
Value $4.527M Shares 35,504 Est. Cost Unrealized
SDY SPDR SERIES TRUST 0.1%
Value $8.026M Shares 52,741 Est. Cost Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $9.826M Shares 309,885 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $5.021M Shares 54,764 Est. Cost Unrealized
BIIB BIOGEN INC 0.0%
Value $2.137M Shares 9,892 Est. Cost Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $2.233M Shares 12,055 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $4.984M Shares 155,907 Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $3.077M Shares 30,746 Est. Cost Unrealized
ABCB AMERIS BANCORP 0.0%
Value $2.032M Shares 22,512 Est. Cost Unrealized
NHI NATIONAL HEALTH INVS INC 0.0%
Value $4.395M Shares 57,627 Est. Cost Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $10.57M Shares 145,102 Est. Cost Unrealized
RPM RPM INTL INC 0.0%
Value $2.562M Shares 23,048 Est. Cost Unrealized
LGN LEGENCE CORP 0.0%
Value $761K Shares 8,928 Est. Cost Unrealized
ALGT ALLEGIANT TRAVEL CO 0.0%
Value $825K Shares 7,014 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $1.208M Shares 10,626 Est. Cost Unrealized
BX BLACKSTONE INC 0.1%
Value $10.39M Shares 88,276 Est. Cost Unrealized
TQQQ PROSHARES TR 0.0%
Value $509K Shares 6,280 Est. Cost Unrealized
AZO AUTOZONE INC 0.0%
Value $3.963M Shares 1,240 Est. Cost Unrealized
BN BROOKFIELD CORP 0.0%
Value $4.988M Shares 117,123 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $1.492M Shares 15,977 Est. Cost Unrealized
VLUE ISHARES TR 0.0%
Value $795K Shares 3,980 Est. Cost Unrealized
SSD SIMPSON MFG INC 0.0%
Value $1.232M Shares 5,884 Est. Cost Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value $1.161M Shares 9,745 Est. Cost Unrealized
CE CELANESE CORP DEL 0.0%
Value $500K Shares 10,859 Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $3.04M Shares 30,912 Est. Cost Unrealized
IBB ISHARES TR 0.0%
Value $2.034M Shares 10,693 Est. Cost Unrealized
COHEN & STEERS LTD DURATION 0.0%
Value $3.558M Shares 168,135 Est. Cost Unrealized
SHOO MADDEN STEVEN LTD 0.0%
Value $1.059M Shares 25,153 Est. Cost Unrealized
TEX TEREX CORP NEW 0.0%
Value $1.131M Shares 15,623 Est. Cost Unrealized
ATEN A10 NETWORKS INC 0.0%
Value $532K Shares 14,239 Est. Cost Unrealized
EXP EAGLE MATLS INC 0.0%
Value $1.323M Shares 5,881 Est. Cost Unrealized
NLR VANECK ETF TRUST 0.0%
Value $1.324M Shares 11,413 Est. Cost Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $624K Shares 6,501 Est. Cost Unrealized
SN SHARKNINJA INC 0.0%
Value $641K Shares 4,208 Est. Cost Unrealized
UYG PROSHARES TR 0.0%
Value $1.284M Shares 15,000 Est. Cost Unrealized
JHX JAMES HARDIE INDS PLC 0.0%
Value $668K Shares 25,526 Est. Cost Unrealized
SONY SONY GROUP CORP 0.0%
Value $6.882M Shares 343,081 Est. Cost Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $1.412M Shares 16,065 Est. Cost Unrealized
SMBK SMARTFINANCIAL INC 0.0%
Value $1.021M Shares 21,763 Est. Cost Unrealized
ETHE GRAYSCALE ETHEREUM STAKING E 0.0%
Value $499K Shares 39,095 Est. Cost Unrealized
TDVG T ROWE PRICE EXCHANGE-TRADED 0.0%
Value $1.83M Shares 37,329 Est. Cost Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $1.654M Shares 7,572 Est. Cost Unrealized
THRM GENTHERM INC 0.0%
Value $902K Shares 26,436 Est. Cost Unrealized
CWB SPDR SERIES TRUST 0.0%
Value $1.063M Shares 9,861 Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $686K Shares 1,925 Est. Cost Unrealized
RGEN REPLIGEN CORP 0.0%
Value $1.131M Shares 8,287 Est. Cost Unrealized
AGI ALAMOS GOLD INC 0.0%
Value $318K Shares 10,475 Est. Cost Unrealized
DHI D R HORTON INC 0.0%
Value $907K Shares 5,566 Est. Cost Unrealized
CPA COPA HOLDINGS SA 0.0%
Value $521K Shares 3,349 Est. Cost Unrealized
WING WINGSTOP INC 0.0%
Value $1.321M Shares 7,617 Est. Cost Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value $1.074M Shares 3,172 Est. Cost Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $1.102M Shares 24,838 Est. Cost Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value $1.294M Shares 36,887 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $4.609M Shares 125,389 Est. Cost Unrealized
DXCM DEXCOM INC 0.0%
Value $2.139M Shares 31,757 Est. Cost Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value $1.156M Shares 17,855 Est. Cost Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value $498K Shares 29,357 Est. Cost Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $587K Shares 12,282 Est. Cost Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $1.131M Shares 44,607 Est. Cost Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $603K Shares 17,167 Est. Cost Unrealized
UUUU ENERGY FUELS INC 0.0%
Value $488K Shares 33,646 Est. Cost Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value $1.501M Shares 45,135 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $941K Shares 2,963 Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value $505K Shares 809 Est. Cost Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value $841K Shares 8,764 Est. Cost Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value $971K Shares 7,782 Est. Cost Unrealized
IAI ISHARES TR 0.0%
Value $1.69M Shares 9,641 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $803K Shares 5,056 Est. Cost Unrealized
SUSA ISHARES TR 0.0%
Value $735K Shares 4,764 Est. Cost Unrealized
PICK ISHARES INC 0.0%
Value $3.868M Shares 66,524 Est. Cost Unrealized
AA ALCOA CORP 0.0%
Value $382K Shares 7,327 Est. Cost Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $374K Shares 1,293 Est. Cost Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $1.049M Shares 3,509 Est. Cost Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value $305K Shares 1,760 Est. Cost Unrealized
PGEN PRECIGEN INC 0.0%
Value $301K Shares 52,790 Est. Cost Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value $412K Shares 1,996 Est. Cost Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value $505K Shares 2,037 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.0%
Value $4.148M Shares 55,801 Est. Cost Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $743K Shares 19,596 Est. Cost Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value $676K Shares 6,194 Est. Cost Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value $582K Shares 9,011 Est. Cost Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value $557K Shares 47,561 Est. Cost Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value $945K Shares 20,818 Est. Cost Unrealized
ACI ALBERTSONS COMPANIES INC 0.0%
Value $312K Shares 23,085 Est. Cost Unrealized
ITT ITT INC 0.0%
Value $2.412M Shares 12,197 Est. Cost Unrealized
NVMI NOVA LTD 0.0%
Value $399K Shares 734 Est. Cost Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value $411K Shares 10,048 Est. Cost Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $1.492M Shares 15,983 Est. Cost Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $1.236M Shares 7,176 Est. Cost Unrealized
GALT GALECTIN THERAPEUTICS INC 0.0%
Value $193K Shares 41,650 Est. Cost Unrealized
DXJ WISDOMTREE TR 0.0%
Value $890K Shares 5,131 Est. Cost Unrealized
WAB WABTEC 0.0%
Value $1.152M Shares 4,272 Est. Cost Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value $1.221M Shares 19,913 Est. Cost Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $431K Shares 1,777 Est. Cost Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value $1.99M Shares 4,337 Est. Cost Unrealized
ENB ENBRIDGE INC 0.1%
Value $16.58M Shares 305,868 Est. Cost Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value $348K Shares 993 Est. Cost Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $437K Shares 5,658 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value $1.584M Shares 20,556 Est. Cost Unrealized
EEMV ISHARES INC 0.0%
Value $492K Shares 6,531 Est. Cost Unrealized
STAG STAG INDUSTRIAL INC 0.0%
Value $1.183M Shares 31,078 Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.0%
Value $379K Shares 2,301 Est. Cost Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $638K Shares 8,394 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $461K Shares 26,581 Est. Cost Unrealized
TRMK TRUSTMARK CORP 0.0%
Value $726K Shares 15,782 Est. Cost Unrealized
MTZ MASTEC INC 0.0%
Value $259K Shares 623 Est. Cost Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value $557K Shares 735 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $1.326M Shares 17,361 Est. Cost Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value $863K Shares 19,606 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value $7.569M Shares 166,941 Est. Cost Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $498K Shares 14,692 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $1.591M Shares 10,510 Est. Cost Unrealized
VTRS VIATRIS INC 0.0%
Value $360K Shares 22,697 Est. Cost Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value $920K Shares 8,598 Est. Cost Unrealized
CDE COEUR MNG INC 0.0%
Value $325K Shares 19,900 Est. Cost Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value $97,200 Shares 10,000 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $333K Shares 2,504 Est. Cost Unrealized
GDOT GREEN DOT CORP 0.0%
Value $278K Shares 20,559 Est. Cost Unrealized
ILCG ISHARES TR 0.0%
Value $251K Shares 2,145 Est. Cost Unrealized
MEG ONTERRIS INC 0.0%
Value $552K Shares 27,333 Est. Cost Unrealized
HEFA ISHARES TR 0.0%
Value $471K Shares 10,039 Est. Cost Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value $202K Shares 4,510 Est. Cost Unrealized
WDFC WD 40 CO 0.0%
Value $268K Shares 1,101 Est. Cost Unrealized
ICSH ISHARES TR 0.1%
Value $10.09M Shares 199,512 Est. Cost Unrealized
NDAQ NASDAQ INC 0.0%
Value $542K Shares 6,880 Est. Cost Unrealized
TLN TALEN ENERGY CORP 0.0%
Value $251K Shares 652 Est. Cost Unrealized
BHP BHP BILLITON LIMITED 0.0%
Value $342K Shares 4,107 Est. Cost Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $330K Shares 2,255 Est. Cost Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value $301K Shares 907 Est. Cost Unrealized
FTV FORTIVE CORP 0.0%
Value $435K Shares 7,126 Est. Cost Unrealized
SMLV SPDR SERIES TRUST 0.0%
Value $310K Shares 1,973 Est. Cost Unrealized
FSM FORTUNA MNG CORP 0.0%
Value $228K Shares 27,000 Est. Cost Unrealized
PRK PARK NATL CORP 0.0%
Value $360K Shares 1,970 Est. Cost Unrealized
MTW MANITOWOC CO INC 0.0%
Value $234K Shares 16,875 Est. Cost Unrealized
BKH BLACK HILLS CORP 0.0%
Value $559K Shares 7,519 Est. Cost Unrealized
AROC ARCHROCK INC 0.0%
Value $258K Shares 6,331 Est. Cost Unrealized
MKL MARKEL GROUP INC 0.0%
Value $1.83M Shares 937 Est. Cost Unrealized
KBE SPDR SERIES TRUST 0.0%
Value $279K Shares 4,089 Est. Cost Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value $2.007M Shares 35,081 Est. Cost Unrealized
GMAB GENMAB A/S 0.0%
Value $1.307M Shares 47,573 Est. Cost Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $1.477M Shares 11,143 Est. Cost Unrealized
SCZ ISHARES TR 0.0%
Value $662K Shares 8,044 Est. Cost Unrealized
PPG PPG INDS INC 0.0%
Value $260K Shares 2,147 Est. Cost Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value $329K Shares 69,604 Est. Cost Unrealized
ARLO ARLO TECHNOLOGIES INC 0.0%
Value $516K Shares 38,287 Est. Cost Unrealized
FDIQ INVESCO EXCH TRADED FD TR II 0.0%
Value $411K Shares 6,424 Est. Cost Unrealized
IEUR ISHARES TR 0.0%
Value $428K Shares 5,691 Est. Cost Unrealized
ILCV ISHARES TR 0.0%
Value $328K Shares 3,238 Est. Cost Unrealized
BLCO BAUSCH PLUS LOMB CORP 0.0%
Value $686K Shares 41,424 Est. Cost Unrealized
DGT SPDR SERIES TRUST 0.0%
Value $297K Shares 1,606 Est. Cost Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $310K Shares 707 Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $1.056M Shares 9,546 Est. Cost Unrealized
IYH ISHARES TR 0.0%
Value $299K Shares 4,462 Est. Cost Unrealized
RES RPC INC 0.0%
Value $117K Shares 20,000 Est. Cost Unrealized
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value $234K Shares 2,050 Est. Cost Unrealized
OKLO OKLO INC 0.0%
Value $471K Shares 9,007 Est. Cost Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value $3.635M Shares 74,386 Est. Cost Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value $434K Shares 6,415 Est. Cost Unrealized
PBOC PGIM ROCK ETF TR 0.0%
Value $365K Shares 11,900 Est. Cost Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value $1.106M Shares 140,301 Est. Cost Unrealized
VCR VANGUARD WORLD FD 0.0%
Value $227K Shares 573 Est. Cost Unrealized
SON SONOCO PRODS CO 0.0%
Value $514K Shares 9,113 Est. Cost Unrealized
MWA MUELLER WTR PRODS INC 0.0%
Value $331K Shares 12,829 Est. Cost Unrealized
VTR VENTAS INC 0.0%
Value $278K Shares 3,129 Est. Cost Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value $2.445M Shares 125,300 Est. Cost Unrealized
FXD FIRST TR EXCHANGE-TRADED FD 0.0%
Value $267K Shares 3,855 Est. Cost Unrealized
IYG ISHARES TR 0.0%
Value $228K Shares 2,517 Est. Cost Unrealized
DEM WISDOMTREE TR 0.0%
Value $225K Shares 4,174 Est. Cost Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $531K Shares 4,961 Est. Cost Unrealized
LPX LOUISIANA PAC CORP 0.0%
Value $234K Shares 2,972 Est. Cost Unrealized
IR INGERSOLL RAND INC 0.0%
Value $639K Shares 7,795 Est. Cost Unrealized
FE FIRSTENERGY CORP 0.0%
Value $241K Shares 5,069 Est. Cost Unrealized
DECM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $507K Shares 15,033 Est. Cost Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value $614K Shares 6,769 Est. Cost Unrealized
MCO MOODYS CORP 0.0%
Value $408K Shares 901 Est. Cost Unrealized
IQLT ISHARES TR 0.0%
Value $250K Shares 5,043 Est. Cost Unrealized
UPXI UPEXI INC 0.0%
Value $55,459 Shares 70,720 Est. Cost Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $334K Shares 4,616 Est. Cost Unrealized
LVHD LEGG MASON ETF INVT 0.0%
Value $411K Shares 9,338 Est. Cost Unrealized
ORI OLD REP INTL CORP 0.0%
Value $662K Shares 16,171 Est. Cost Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value $658K Shares 35,972 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value $710K Shares 13,973 Est. Cost Unrealized
CLH CLEAN HARBORS INC 0.0%
Value $256K Shares 857 Est. Cost Unrealized
OKE ONEOK INC NEW 0.0%
Value $283K Shares 3,260 Est. Cost Unrealized
CBRE CBRE GROUP INC 0.0%
Value $1.96M Shares 14,555 Est. Cost Unrealized
EFAV ISHARES TR 0.0%
Value $260K Shares 2,969 Est. Cost Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value $210K Shares 7,260 Est. Cost Unrealized
GATX GATX CORP 0.0%
Value $270K Shares 1,522 Est. Cost Unrealized
NEWP NEW PAC METALS CORP 0.0%
Value $322K Shares 80,000 Est. Cost Unrealized
IRTC IRHYTHM HOLDINGS INC 0.0%
Value $850K Shares 7,149 Est. Cost Unrealized
GABELLI UTIL TR 0.0%
Value $99,351 Shares 15,076 Est. Cost Unrealized
SBR SABINE RTY TR 0.0%
Value $257K Shares 3,506 Est. Cost Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value $423K Shares 8,327 Est. Cost Unrealized
ACWV ISHARES INC 0.0%
Value $1.061M Shares 8,826 Est. Cost Unrealized
IYM ISHARES TR 0.0%
Value $263K Shares 1,462 Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value $2.266M Shares 26,758 Est. Cost Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value $252K Shares 3,478 Est. Cost Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $1.041M Shares 17,888 Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $357K Shares 2,000 Est. Cost Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value $254K Shares 10,425 Est. Cost Unrealized
STPZ PIMCO ETF TR 0.0%
Value $275K Shares 5,150 Est. Cost Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $283K Shares 1,444 Est. Cost Unrealized
BWZ SPDR SERIES TRUST 0.0%
Value $425K Shares 15,884 Est. Cost Unrealized
GTLS CHART INDS INC 0.0%
Value $238K Shares 1,137 Est. Cost Unrealized
SHM SPDR SERIES TRUST 0.0%
Value $401K Shares 8,361 Est. Cost Unrealized
REMX VANECK ETF TRUST 0.0%
Value $248K Shares 2,803 Est. Cost Unrealized
PIMCO HIGH INCOME FD 0.0%
Value $165K Shares 35,395 Est. Cost Unrealized
GABELLI EQUITY TR INC 0.0%
Value $223K Shares 39,468 Est. Cost Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value $187K Shares 13,630 Est. Cost Unrealized
EUSB ISHARES TR 0.0%
Value $589K Shares 13,553 Est. Cost Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value $113K Shares 10,702 Est. Cost Unrealized
QLTA ISHARES TR 0.0%
Value $410K Shares 8,628 Est. Cost Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value $14.26M Shares 185,977 Est. Cost Unrealized
XBIT XBIOTECH INC 0.0%
Value $27,131 Shares 11,796 Est. Cost Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $531K Shares 22,410 Est. Cost Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value $241K Shares 5,237 Est. Cost Unrealized
VBIL VANGUARD INSTL INDEX FD 0.0%
Value $460K Shares 6,074 Est. Cost Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value $46,200 Shares 10,000 Est. Cost Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value $264K Shares 3,829 Est. Cost Unrealized
BGRN ISHARES TR 0.0%
Value $228K Shares 4,811 Est. Cost Unrealized