AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 5, 2022

Total Value ($000): $418,122 (100.0% shares, 0.0% debt)

Holdings (604)

GSSC GS ActiveBeta US Small Cap 5.3%
Value ($000) $22,266 Shares 440,739 Est. Cost $41.87 Unrealized
AAPL Apple Computer Inc 4.5%
Value ($000) $18,832 Shares 136,269 Est. Cost $94.54 Unrealized +63.2%
MSFT Microsoft Corp Com 4.2%
Value ($000) $17,631 Shares 75,700 Est. Cost $95.41 Unrealized +169.2%
AMZN Amazon Com Inc 4.1%
Value ($000) $17,255 Shares 152,698 Est. Cost $121.96 Unrealized +3.6%
GOOGL Alphabet Inc 3.5%
Value ($000) $14,823 Shares 154,970 Est. Cost $107.31 Unrealized +2.6%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 3.2%
Value ($000) $13,171 Shares 532,165 Est. Cost $30.18 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 2.6%
Value ($000) $10,818 Shares 40,513 Est. Cost $171.57 Unrealized +65.9%
JNJ Johnson & Johnson Com 2.5%
Value ($000) $10,574 Shares 64,729 Est. Cost $106.40 Unrealized +43.7%
UNH Unitedhealth Group Inc Com 2.4%
Value ($000) $10,034 Shares 19,867 Est. Cost $152.04 Unrealized +225.6%
LMT Lockheed Martin Corp 2.3%
Value ($000) $9,505 Shares 24,607 Est. Cost $325.89 Unrealized +16.8%
CVX Chevron Corp New Com 2.1%
Value ($000) $8,948 Shares 62,283 Est. Cost $72.59 Unrealized +83.0%
ACN Accenture Plc, Dublin Shsclass A 2.1%
Value ($000) $8,913 Shares 34,642 Est. Cost $134.12 Unrealized +104.8%
PFE Pfizer Inc Com 2.0%
Value ($000) $8,555 Shares 195,508 Est. Cost $24.41 Unrealized +65.5%
PG Procter & Gamble Co Com 2.0%
Value ($000) $8,527 Shares 67,537 Est. Cost $111.98 Unrealized +16.6%
WMT Wal Mart Stores Inc Com 2.0%
Value ($000) $8,460 Shares 65,224 Est. Cost $25.91 Unrealized +62.1%
COST Costco Wholesale Corp COMMON 2.0%
Value ($000) $8,243 Shares 17,454 Est. Cost $221.80 Unrealized +124.6%
UNP Union Pac Corp Com 1.8%
Value ($000) $7,567 Shares 38,839 Est. Cost $138.26 Unrealized +47.7%
HD Home Depot Inc Com 1.8%
Value ($000) $7,416 Shares 26,875 Est. Cost $214.21 Unrealized +26.4%
NEE Nextera Energy Inc 1.6%
Value ($000) $6,632 Shares 84,576 Est. Cost $60.97 Unrealized +26.5%
TGT Target Corp Com 1.6%
Value ($000) $6,564 Shares 44,236 Est. Cost $107.55 Unrealized +32.9%
ROP Roper Industries Inc 1.5%
Value ($000) $6,465 Shares 17,977 Est. Cost $277.79 Unrealized +43.4%
VZ Verizon Communications Com 1.5%
Value ($000) $6,305 Shares 166,045 Est. Cost $34.79 Unrealized +2.8%
ABBV Abbvie Inc 1.5%
Value ($000) $6,250 Shares 46,572 Est. Cost $83.28 Unrealized +52.6%
AZO Autozone INC CORP COMMON 1.4%
Value ($000) $5,935 Shares 2,771 Est. Cost $1243.46 Unrealized +75.2%
VLO Valero Energy Corp New Com 1.4%
Value ($000) $5,854 Shares 54,788 Est. Cost $45.82 Unrealized +116.8%
AMGN Amgen Inc Com 1.4%
Value ($000) $5,673 Shares 25,169 Est. Cost $158.55 Unrealized +37.4%
Laboratory Corp Amer Hldgs Com New 1.3%
Value ($000) $5,566 Shares 27,174 Est. Cost $170.64 Unrealized
SYK Stryker Corp Com 1.3%
Value ($000) $5,549 Shares 27,397 Est. Cost $178.89 Unrealized +13.5%
MDT Medtronic Plc, Dublin Shs 1.3%
Value ($000) $5,444 Shares 67,414 Est. Cost $72.12 Unrealized +12.0%
AVGO Broadcom Inc 1.2%
Value ($000) $5,015 Shares 11,294 Est. Cost $26.56 Unrealized +81.1%
V VISA Inc 1.2%
Value ($000) $4,821 Shares 27,136 Est. Cost $77.59 Unrealized +155.6%
JPM JPMorgan Chase & Co Com 1.1%
Value ($000) $4,609 Shares 44,102 Est. Cost $75.22 Unrealized +40.4%
INTU Intuit Common 1.1%
Value ($000) $4,579 Shares 11,823 Est. Cost $391.40 Unrealized +8.0%
FISV Fiserv Inc Common 1.0%
Value ($000) $4,378 Shares 46,793 Est. Cost $78.49 Unrealized +29.8%
CAT Caterpillar Inc Del Com 1.0%
Value ($000) $4,230 Shares 25,780 Est. Cost $157.91 Unrealized +9.1%
KLAC KLA-Tencor Corp Common 1.0%
Value ($000) $4,174 Shares 13,794 Est. Cost $116.16 Unrealized +188.1%
PYPL Paypal Holdings Inc 1.0%
Value ($000) $4,092 Shares 47,539 Est. Cost $91.68 Unrealized -3.5%
DIA SPDR Dow Jones Indl Average 1.0%
Value ($000) $4,037 Shares 14,052 Est. Cost $345.79 Unrealized
SPY SPDR Tr Unit Ser 1 0.9%
Value ($000) $3,795 Shares 10,624 Est. Cost $361.76 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.8%
Value ($000) $3,329 Shares 46,874 Est. Cost $60.84 Unrealized
BRK/A Berkshire Hathaway Inc Del Cl A 0.8%
Value ($000) $3,252 Shares 8 Est. Cost $199512.94 Unrealized +114.6%
SHW Sherwin-williams CO Sherwin Williams CORP COMMON 0.8%
Value ($000) $3,191 Shares 15,584 Est. Cost $236.82 Unrealized -3.0%
LLY Lilly Eli & Co Com 0.7%
Value ($000) $2,959 Shares 9,150 Est. Cost $145.35 Unrealized +112.0%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.7%
Value ($000) $2,832 Shares 109,657 Est. Cost $36.97 Unrealized
AMAT Applied Materials INC Material CORP COMMON 0.7%
Value ($000) $2,762 Shares 33,708 Est. Cost $56.23 Unrealized +66.3%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.6%
Value ($000) $2,558 Shares 35,985 Est. Cost $49.50 Unrealized
XOM Exxon Mobil Corp Com 0.6%
Value ($000) $2,465 Shares 28,233 Est. Cost $55.39 Unrealized +46.9%
BA Boeing Co Com 0.6%
Value ($000) $2,429 Shares 20,065 Est. Cost $153.37 Unrealized 0.0%
DIS Disney Walt Co Com 0.5%
Value ($000) $2,044 Shares 21,665 Est. Cost $104.81 Unrealized -0.2%
TXN Texas Instrs Inc Com 0.5%
Value ($000) $1,892 Shares 12,223 Est. Cost $129.50 Unrealized +17.1%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.4%
Value ($000) $1,876 Shares 8,556 Est. Cost $218.40 Unrealized
MSI Motorola Solutions Inc Com New 0.4%
Value ($000) $1,739 Shares 7,766 Est. Cost $184.53 Unrealized +22.9%
LOW Lowes Cos Inc Com 0.4%
Value ($000) $1,702 Shares 9,060 Est. Cost $168.00 Unrealized +8.6%
ADP Automatic Data Processing Incom 0.4%
Value ($000) $1,693 Shares 7,483 Est. Cost $154.00 Unrealized +42.3%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $1,599 Shares 39,974 Est. Cost $36.91 Unrealized +8.5%
GVI Ishares Intermediate Govt/credit Bond Etf Int Gov Credit 0.4%
Value ($000) $1,587 Shares 15,607 Est. Cost $104.36 Unrealized
YUM Yum Brands Inc Com 0.4%
Value ($000) $1,469 Shares 13,818 Est. Cost $104.05 Unrealized +4.5%
CL Colgate Palmolive Co Com 0.3%
Value ($000) $1,447 Shares 20,603 Est. Cost $64.45 Unrealized +12.4%
ITW Illinois Works Inc Com 0.3%
Value ($000) $1,396 Shares 7,729 Est. Cost $165.70 Unrealized +9.6%
UPS United Parcel Service 0.3%
Value ($000) $1,307 Shares 8,092 Est. Cost $141.83 Unrealized +13.2%
FAST Fastenal CO CORP COMMON 0.3%
Value ($000) $1,289 Shares 27,993 Est. Cost $17.24 Unrealized +34.5%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $1,262 Shares 4,721 Est. Cost $300.91 Unrealized
CTAS Cintas Corp Common 0.3%
Value ($000) $1,222 Shares 3,149 Est. Cost $95.56 Unrealized +3.7%
ORCL Oracle Corp Com 0.3%
Value ($000) $1,166 Shares 19,099 Est. Cost $68.79 Unrealized +2.0%
AOS A O Smith Corp COMMON 0.3%
Value ($000) $1,134 Shares 23,346 Est. Cost $49.45 Unrealized +9.2%
CDW Cdw Corp COMMON 0.3%
Value ($000) $1,061 Shares 6,799 Est. Cost $175.42 Unrealized -6.4%
TSCO Tractor Supply Co Com 0.2%
Value ($000) $1,007 Shares 5,418 Est. Cost $39.50 Unrealized -7.1%
AGG Ishares Core Total US Bond 0.2%
Value ($000) $996 Shares 10,343 Est. Cost $110.36 Unrealized
QCOM Qualcomm Inc Com 0.2%
Value ($000) $994 Shares 8,798 Est. Cost $138.66 Unrealized -8.4%
MAS Masco Corp COMMON 0.2%
Value ($000) $992 Shares 21,251 Est. Cost $55.52 Unrealized -12.0%
PEP Pepsico Inc Com 0.2%
Value ($000) $967 Shares 5,924 Est. Cost $109.23 Unrealized +41.4%
GWW Ww Grainger INC CORP COMMON 0.2%
Value ($000) $961 Shares 1,965 Est. Cost $460.46 Unrealized +10.8%
EFA Ishares Msci Eafe Index Fund 0.2%
Value ($000) $961 Shares 17,162 Est. Cost $60.33 Unrealized
TROW T. Rowe Price Group INC T CORP COMMON 0.2%
Value ($000) $915 Shares 8,709 Est. Cost $127.33 Unrealized -20.1%
GILD Gilead Sciences Inc. Com 0.2%
Value ($000) $907 Shares 14,697 Est. Cost $56.00 Unrealized -0.4%
WU The Western Union Co 0.2%
Value ($000) $892 Shares 66,083 Est. Cost $20.25 Unrealized
GRMN Garmin LTD 0.2%
Value ($000) $880 Shares 10,959 Est. Cost $101.15 Unrealized -13.3%
DPZ Domino's Pizza INC Dominos CORP COMMON 0.2%
Value ($000) $876 Shares 2,824 Est. Cost $430.71 Unrealized -16.1%
MRK Merck & Co Inc New 0.2%
Value ($000) $850 Shares 9,874 Est. Cost $66.70 Unrealized +20.6%
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.2%
Value ($000) $792 Shares 8,222 Est. Cost $91.14 Unrealized +8.3%
BNDX Vanguard Total Intl Bond Index ETF 0.2%
Value ($000) $776 Shares 16,260 Est. Cost $54.88 Unrealized
VONG Vanguard Russell 1000 Growth Etf 0.2%
Value ($000) $754 Shares 13,903 Est. Cost $87.39 Unrealized
IJR Ishares Tr Sp Smallcap 600 Index F 0.2%
Value ($000) $739 Shares 8,477 Est. Cost $91.08 Unrealized
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.2%
Value ($000) $720 Shares 7,921 Est. Cost $117.76 Unrealized
SWKS Skyworks Solutions Inc Common 0.2%
Value ($000) $693 Shares 8,125 Est. Cost $149.72 Unrealized -38.5%
MCD McDonalds Corp Com 0.2%
Value ($000) $668 Shares 2,896 Est. Cost $120.15 Unrealized +96.7%
NTAP Netapp Inc Com 0.2%
Value ($000) $628 Shares 10,153 Est. Cost $77.30 Unrealized -17.0%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $599 Shares 8,719 Est. Cost $60.48 Unrealized
BBY Best Buy Inc 0.1%
Value ($000) $592 Shares 9,346 Est. Cost $83.81 Unrealized -25.1%
ABT Abbott Labs Com 0.1%
Value ($000) $571 Shares 5,906 Est. Cost $93.23 Unrealized +7.3%
TSLA Tesla Mtrs Inc 0.1%
Value ($000) $556 Shares 2,097 Est. Cost $267.38 Unrealized +4.4%
EBAY Ebay Inc Com 0.1%
Value ($000) $553 Shares 15,019 Est. Cost $56.33 Unrealized -26.0%
GEN Nortonlifelock INC CORP COMMON 0.1%
Value ($000) $544 Shares 26,994 Est. Cost $21.37 Unrealized +0.7%
IWB Ishares Russell 1000 Index Fund Etf 0.1%
Value ($000) $527 Shares 2,672 Est. Cost $250.00 Unrealized
VNQ Vanguard REIT Viper VNQ 0.1%
Value ($000) $507 Shares 6,322 Est. Cost $76.42 Unrealized
STX Seagate Technology Plc Holdings CORP COMMON 0.1%
Value ($000) $490 Shares 9,199 Est. Cost $71.80 Unrealized -10.1%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.1%
Value ($000) $455 Shares 4,376 Est. Cost $103.98 Unrealized
KO Coca Cola Co Com 0.1%
Value ($000) $448 Shares 8,006 Est. Cost $37.59 Unrealized +49.1%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.1%
Value ($000) $432 Shares 2,298 Est. Cost $189.79 Unrealized
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $419 Shares 3,395 Est. Cost $143.90 Unrealized
IWR Ishares Russell Mid Cap ETF 0.1%
Value ($000) $399 Shares 6,417 Est. Cost $62.18 Unrealized
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $395 Shares 2,395 Est. Cost $161.76 Unrealized
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $369 Shares 3,310 Est. Cost $110.64 Unrealized
MS Morgan Stanley CORP COMMON 0.1%
Value ($000) $360 Shares 4,562 Est. Cost $74.00 Unrealized +1.7%
NVDA Nvidia Corp 0.1%
Value ($000) $345 Shares 2,843 Est. Cost $21.05 Unrealized -25.0%
RHI Robert Half International Inc 0.1%
Value ($000) $302 Shares 3,949 Est. Cost $66.05 Unrealized +18.3%
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.1%
Value ($000) $292 Shares 1,207 Est. Cost $259.06 Unrealized 0.0%
BMY Bristol-Myers Squibb Co Com 0.1%
Value ($000) $283 Shares 3,987 Est. Cost $54.07 Unrealized +15.2%
IEFA Ishares Tr Core Msci Eafe Etf 0.1%
Value ($000) $267 Shares 5,067 Est. Cost $74.09 Unrealized
CBT Cabot Corp COMMON 0.1%
Value ($000) $256 Shares 4,000 Est. Cost $29.38 Unrealized +123.7%
IEMG Ishares Core Msci Emerging Markets Etf 0.1%
Value ($000) $253 Shares 5,884 Est. Cost $50.28 Unrealized
IVV Ishares Core S&P 500 ETF 0.1%
Value ($000) $248 Shares 691 Est. Cost $203.44 Unrealized
HPQ HP INC 0.1%
Value ($000) $228 Shares 9,149 Est. Cost $18.20 Unrealized +48.4%
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.1%
Value ($000) $219 Shares 544 Est. Cost $402.57 Unrealized
EZU Ishares Msci Eurozone Etf 0.1%
Value ($000) $211 Shares 6,595 Est. Cost $31.99 Unrealized
EEM Ishares Tr Emerg Mkt Index Fund 0.1%
Value ($000) $210 Shares 6,018 Est. Cost $34.90 Unrealized
XLK Technology Select Sect SPDR 0.1%
Value ($000) $210 Shares 1,764 Est. Cost $47.25 Unrealized
DE Deere & Co Com 0.0%
Value ($000) $209 Shares 626 Est. Cost $202.84 Unrealized +61.0%
CVS CVS Corp Delaware 0.0%
Value ($000) $206 Shares 2,155 Est. Cost $87.23 Unrealized +0.5%
CRM Salesforce INC CORP COMMON 0.0%
Value ($000) $192 Shares 1,337 Est. Cost $183.26 Unrealized -8.6%
BAC Bank of America Corporation Com 0.0%
Value ($000) $189 Shares 6,262 Est. Cost $34.09 Unrealized -10.3%
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $186 Shares 1,370 Est. Cost $167.88 Unrealized
EWJ Ishares Msci Japan Etf 0.0%
Value ($000) $181 Shares 3,712 Est. Cost $48.76 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $179 Shares 2,409 Est. Cost $68.03 Unrealized
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $177 Shares 1,654 Est. Cost $116.40 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $168 Shares 1,696 Est. Cost $94.61 Unrealized +15.2%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $167 Shares 329 Est. Cost $494.00 Unrealized +12.2%
COP Conocophillips Com 0.0%
Value ($000) $166 Shares 1,621 Est. Cost $49.60 Unrealized +77.8%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $164 Shares 349 Est. Cost $442.74 Unrealized +1.8%
ADBE Adobe Sys Inc Com 0.0%
Value ($000) $160 Shares 580 Est. Cost $422.47 Unrealized -10.4%
IBM International Business Mach Com 0.0%
Value ($000) $159 Shares 1,336 Est. Cost $100.97 Unrealized +14.5%
Independent Bank Group Inc 0.0%
Value ($000) $153 Shares 2,500 Est. Cost $59.43 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $148 Shares 522 Est. Cost $331.71 Unrealized -2.0%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $146 Shares 2,895 Est. Cost $18.65 Unrealized +19.3%
OGE OGE Energy Corp 0.0%
Value ($000) $146 Shares 4,000 Est. Cost $30.91 Unrealized +30.5%
MFC Manulife Finl Corp Common 0.0%
Value ($000) $145 Shares 9,262 Est. Cost $15.21 Unrealized +15.4%
IVE Ishares S&p 500 Value Etf 0.0%
Value ($000) $140 Shares 1,087 Est. Cost $128.79 Unrealized
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $140 Shares 4,550 Est. Cost $30.77 Unrealized
INTC Intel Corp Com 0.0%
Value ($000) $134 Shares 5,202 Est. Cost $46.07 Unrealized -29.9%
ITOT Ishares 1500 Index Fund 0.0%
Value ($000) $127 Shares 1,601 Est. Cost $87.33 Unrealized
META Meta Platforms INC CLASS A CORP COMMON 0.0%
Value ($000) $124 Shares 917 Est. Cost $223.35 Unrealized -27.9%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $120 Shares 2,728 Est. Cost $27.97 Unrealized +48.3%
EPP Ishares Msci Pacific Ex Japan Etf 0.0%
Value ($000) $114 Shares 3,033 Est. Cost $37.59 Unrealized
GOOG Alphabet Inc Cap Stk Cl C 0.0%
Value ($000) $112 Shares 1,160 Est. Cost $111.76 Unrealized -0.8%
GE General Electric CO CORP COMMON 0.0%
Value ($000) $110 Shares 1,773 Est. Cost $47.32 Unrealized -8.7%
MNST Monster Beverage Corp New 0.0%
Value ($000) $109 Shares 1,258 Est. Cost $45.90 Unrealized +0.4%
EWT Ishares Msci Taiwan Index Fund Etf 0.0%
Value ($000) $108 Shares 2,515 Est. Cost $42.94 Unrealized
EWY Ishares Msci South Korea Etf 0.0%
Value ($000) $106 Shares 2,237 Est. Cost $47.38 Unrealized
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $106 Shares 348 Est. Cost $366.67 Unrealized -5.2%
CMCSA Comcast Corp 0.0%
Value ($000) $104 Shares 3,540 Est. Cost $36.26 Unrealized -7.1%
FANG Diamondback Energy INC CORP COMMON 0.0%
Value ($000) $104 Shares 866 Est. Cost $64.50 Unrealized +66.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $102 Shares 1,756 Est. Cost $58.09 Unrealized
COF Capital One Finl Corp Com 0.0%
Value ($000) $101 Shares 1,094 Est. Cost $102.85 Unrealized -2.5%
AXP American Express Co Com 0.0%
Value ($000) $100 Shares 742 Est. Cost $154.64 Unrealized -6.3%
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $100 Shares 703 Est. Cost $85.70 Unrealized
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $98 Shares 1,432 Est. Cost $101.44 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $97 Shares 697 Est. Cost $151.05 Unrealized -1.4%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $97 Shares 6,000 Est. Cost $16.17 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $96 Shares 2,631 Est. Cost $52.33 Unrealized
TIP Ishares Tr Tips Bd Etf 0.0%
Value ($000) $96 Shares 913 Est. Cost $105.34 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $96 Shares 211 Est. Cost $451.21 Unrealized +0.9%
Blackrock Inc 0.0%
Value ($000) $96 Shares 174 Est. Cost $668.41 Unrealized
DTE DTE Energy Common 0.0%
Value ($000) $95 Shares 822 Est. Cost $106.47 Unrealized +7.8%
MO Altria Group Inc Com 0.0%
Value ($000) $93 Shares 2,292 Est. Cost $33.71 Unrealized -1.9%
SNPS Synopsys Inc Com 0.0%
Value ($000) $91 Shares 297 Est. Cost $266.86 Unrealized +26.9%
VTI Vanguard Total Stock Market 0.0%
Value ($000) $90 Shares 503 Est. Cost $98.95 Unrealized
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $85 Shares 498 Est. Cost $170.68 Unrealized
GIS General Mls Inc Com 0.0%
Value ($000) $85 Shares 1,105 Est. Cost $42.17 Unrealized +60.7%
MCHI Ishares Msci China Etf 0.0%
Value ($000) $84 Shares 1,980 Est. Cost $42.42 Unrealized
AZN Astrazeneca PLC 0.0%
Value ($000) $82 Shares 1,496 Est. Cost $54.81 Unrealized
CRGY Crescent Energy Co 0.0%
Value ($000) $80 Shares 5,935 Est. Cost $14.10 Unrealized -11.1%
XLV Health Care Select Sector 0.0%
Value ($000) $79 Shares 653 Est. Cost $67.82 Unrealized
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $77 Shares 358 Est. Cost $236.75 Unrealized -7.1%
HYLN Hyliion Holdings Corp CLASS A COMMON 0.0%
Value ($000) $76 Shares 26,583 Est. Cost $9.21 Unrealized -60.4%
SLQD Ishares 0-5 Year Investment Grade Corporate Bd Etf Ishrs Inv Grd Crprat 0.0%
Value ($000) $74 Shares 1,561 Est. Cost $47.41 Unrealized
EOG EOG Resources Inc Com 0.0%
Value ($000) $74 Shares 661 Est. Cost $74.81 Unrealized +30.5%
GD General Dynamics Corp Com 0.0%
Value ($000) $74 Shares 349 Est. Cost $150.40 Unrealized +40.2%
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $74 Shares 2,435 Est. Cost $25.00 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $73 Shares 291 Est. Cost $250.71 Unrealized 0.0%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $73 Shares 1,826 Est. Cost $40.97 Unrealized -3.9%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $73 Shares 1,149 Est. Cost $45.51 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $73 Shares 1,147 Est. Cost $63.64 Unrealized
PFF I Shares Trust S&P Pref Stock Index 0.0%
Value ($000) $71 Shares 2,230 Est. Cost $31.84 Unrealized
EMR Emerson Elec Co Com 0.0%
Value ($000) $71 Shares 976 Est. Cost $85.97 Unrealized -9.7%
SO Southern Company 0.0%
Value ($000) $70 Shares 1,025 Est. Cost $54.37 Unrealized +23.1%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $68 Shares 232 Est. Cost $261.92 Unrealized +13.4%
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $68 Shares 1,990 Est. Cost $42.71 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $67 Shares 1,338 Est. Cost $61.19 Unrealized -7.0%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $67.68 Unrealized +2.4%
TFC Truist Financial Corp 0.0%
Value ($000) $67 Shares 1,541 Est. Cost $47.72 Unrealized -15.7%
Discover Financial Services 0.0%
Value ($000) $67 Shares 737 Est. Cost $94.98 Unrealized
MLPB Ubs Ag (London Branch) Etrcs Alrian Mlp Infra Srs B Etn 0.0%
Value ($000) $66 Shares 3,804 Est. Cost $18.14 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $66 Shares 784 Est. Cost $68.33 Unrealized +14.7%
ASML ASML Holding N V 0.0%
Value ($000) $63 Shares 152 Est. Cost $414.47 Unrealized
Linde Plc 0.0%
Value ($000) $63 Shares 234 Est. Cost $287.35 Unrealized
Lam Research Corp COMMON 0.0%
Value ($000) $63 Shares 171 Est. Cost $259.47 Unrealized
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $62 Shares 1,640 Est. Cost $41.49 Unrealized
FDX FedEx Corp Com 0.0%
Value ($000) $61 Shares 408 Est. Cost $186.88 Unrealized +4.8%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $61 Shares 680 Est. Cost $95.80 Unrealized 0.0%
DOCU Docusign INC CORP COMMON 0.0%
Value ($000) $61 Shares 1,142 Est. Cost $140.11 Unrealized -55.3%
CB Chubb Limited 0.0%
Value ($000) $58 Shares 320 Est. Cost $156.67 Unrealized +16.0%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $58 Shares 922 Est. Cost $62.91 Unrealized
GM General Motors Co 0.0%
Value ($000) $57 Shares 1,764 Est. Cost $36.59 Unrealized -3.1%
ARE Alexandria Real Estate Equities INC Eq Reit CORP COMMON 0.0%
Value ($000) $57 Shares 410 Est. Cost $131.93 Unrealized -1.7%
TRV Travelers Cos Inc 0.0%
Value ($000) $57 Shares 375 Est. Cost $158.86 Unrealized -4.2%
XYZ Block Inc 0.0%
Value ($000) $57 Shares 1,031 Est. Cost $101.61 Unrealized -30.3%
CLH Clean Harbors Inc 0.0%
Value ($000) $56 Shares 508 Est. Cost $107.08 Unrealized 0.0%
HSY The Hershey Company 0.0%
Value ($000) $55 Shares 248 Est. Cost $189.31 Unrealized +8.4%
ETN Eaton Corp PLC 0.0%
Value ($000) $54 Shares 402 Est. Cost $147.82 Unrealized -9.8%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $52 Shares 582 Est. Cost $110.09 Unrealized
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $51 Shares 2,081 Est. Cost $24.51 Unrealized
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $51 Shares 814 Est. Cost $96.54 Unrealized
GSL Global Ship Lease Inc 0.0%
Value ($000) $51 Shares 3,258 Est. Cost $22.81 Unrealized -22.0%
RTX Raytheon Technologies Corp 0.0%
Value ($000) $51 Shares 621 Est. Cost $86.14 Unrealized -2.7%
CSGP Costar Group INC CORP COMMON 0.0%
Value ($000) $51 Shares 734 Est. Cost $69.42 Unrealized 0.0%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $51 Shares 613 Est. Cost $67.34 Unrealized
PAYX Paychex Inc. Com 0.0%
Value ($000) $50 Shares 446 Est. Cost $104.18 Unrealized +7.6%
IBDR Ishares Ibonds Dec 2026 Term Corporate Etf Ishrs Ibnds Trm Corp 0.0%
Value ($000) $50 Shares 2,165 Est. Cost $26.33 Unrealized
POR Portland General Electric CO CORP COMMON 0.0%
Value ($000) $50 Shares 1,145 Est. Cost $43.89 Unrealized 0.0%
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $50 Shares 1,230 Est. Cost $46.38 Unrealized
RRX Regal Rexnord Corp COMMON 0.0%
Value ($000) $49 Shares 351 Est. Cost $134.35 Unrealized 0.0%
BALL Ball Corp Com 0.0%
Value ($000) $49 Shares 1,023 Est. Cost $64.75 Unrealized -9.5%
EWH Ishares Msci Hong Kong Index Fund Etf 0.0%
Value ($000) $49 Shares 2,690 Est. Cost $18.22 Unrealized
MMM 3M Co Com 0.0%
Value ($000) $47 Shares 422 Est. Cost $121.37 Unrealized -20.5%
T AT&T Inc 0.0%
Value ($000) $46 Shares 2,976 Est. Cost $16.34 Unrealized -7.7%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $46 Shares 642 Est. Cost $72.25 Unrealized -8.4%
EPD LP Enterprise Partners 0.0%
Value ($000) $45 Shares 1,911 Est. Cost $24.68 Unrealized
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $44 Shares 210 Est. Cost $291.31 Unrealized
PSA Public Storage Inc Com 0.0%
Value ($000) $43 Shares 147 Est. Cost $288.09 Unrealized -2.4%
AEE Ameren Corp Com 0.0%
Value ($000) $43 Shares 538 Est. Cost $73.36 Unrealized +12.0%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $42 Shares 660 Est. Cost $103.90 Unrealized -18.0%
Lhc Group INC CORP COMMON 0.0%
Value ($000) $42 Shares 259 Est. Cost $162.16 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $42 Shares 508 Est. Cost $80.63 Unrealized +0.4%
Tyco Connectivity LTD 0.0%
Value ($000) $41 Shares 371 Est. Cost $134.77 Unrealized
WM Waste Mgmt Inc Del Com 0.0%
Value ($000) $41 Shares 255 Est. Cost $106.98 Unrealized +46.3%
DHR Danaher Corp Com 0.0%
Value ($000) $41 Shares 157 Est. Cost $244.51 Unrealized -1.6%
DAR Darling Ingredients INC CORP COMMON 0.0%
Value ($000) $41 Shares 623 Est. Cost $69.73 Unrealized 0.0%
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $40 Shares 1,504 Est. Cost $27.63 Unrealized 0.0%
FMC FMC Corporation 0.0%
Value ($000) $40 Shares 383 Est. Cost $94.90 Unrealized 0.0%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.0%
Value ($000) $40 Shares 481 Est. Cost $83.16 Unrealized
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $39 Shares 593 Est. Cost $66.34 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $38 Shares 1,527 Est. Cost $20.09 Unrealized +32.1%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $38 Shares 300 Est. Cost $163.33 Unrealized
IWV Ishares Russell 3000 Index Fund Etf 0.0%
Value ($000) $37 Shares 180 Est. Cost $150.00 Unrealized
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $37 Shares 550 Est. Cost $68.03 Unrealized 0.0%
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $36 Shares 472 Est. Cost $85.24 Unrealized 0.0%
MBB Ishares Mbs Etf 0.0%
Value ($000) $36 Shares 395 Est. Cost $108.86 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $36 Shares 323 Est. Cost $112.38 Unrealized +1.7%
GINN Goldman Sachs Innovate Equity Etf 0.0%
Value ($000) $36 Shares 930 Est. Cost $39.80 Unrealized
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $35 Shares 750 Est. Cost $74.89 Unrealized
SYNA Synaptics Inc Common 0.0%
Value ($000) $35 Shares 357 Est. Cost $124.08 Unrealized 0.0%
DUK Duke Energy Corp New 0.0%
Value ($000) $35 Shares 380 Est. Cost $91.22 Unrealized +3.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $35 Shares 333 Est. Cost $123.06 Unrealized -13.5%
TOTL SPDR Doubleline Cap Total Rtn ETF 0.0%
Value ($000) $34 Shares 845 Est. Cost $48.52 Unrealized
HON Honeywell Intl Inc Com 0.0%
Value ($000) $34 Shares 203 Est. Cost $164.70 Unrealized -1.5%
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $34 Shares 380 Est. Cost $67.11 Unrealized +26.0%
IFLN Invesco Fundamental High Yield Corp Bd Etf Invsc Hg Yld Crp Bnd 0.0%
Value ($000) $34 Shares 2,070 Est. Cost $19.32 Unrealized
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $33 Shares 108 Est. Cost $311.49 Unrealized
Berry Global Group INC CORP COMMON 0.0%
Value ($000) $33 Shares 718 Est. Cost $45.96 Unrealized
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $33 Shares 203 Est. Cost $171.96 Unrealized 0.0%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $33 Shares 388 Est. Cost $87.97 Unrealized -7.4%
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.0%
Value ($000) $33 Shares 679 Est. Cost $48.60 Unrealized
CSX CSX Corp Com 0.0%
Value ($000) $32 Shares 1,185 Est. Cost $31.03 Unrealized -4.6%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $32 Shares 340 Est. Cost $73.27 Unrealized
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $32 Shares 218 Est. Cost $178.76 Unrealized -19.7%
SHYG Ishares 0-5 Year High Yield Corporate Bond Etf Corporat 0.0%
Value ($000) $31 Shares 765 Est. Cost $40.52 Unrealized
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $31 Shares 96 Est. Cost $554.24 Unrealized -33.7%
CZR Caesars Entertainment INC CORP COMMON 0.0%
Value ($000) $31 Shares 949 Est. Cost $43.49 Unrealized 0.0%
MAR Marriott International INC CLASS A CORP COMMON 0.0%
Value ($000) $31 Shares 222 Est. Cost $158.53 Unrealized -6.8%
IT Gartner INC CORP COMMON 0.0%
Value ($000) $30 Shares 107 Est. Cost $267.52 Unrealized +4.8%
INCY Incyte Corp Common 0.0%
Value ($000) $30 Shares 450 Est. Cost $73.88 Unrealized 0.0%
Cohen & Steers Reit And Preferred Income Fund INC Prefer Cf 0.0%
Value ($000) $30 Shares 1,550 Est. Cost $28.39 Unrealized
FLOT Ishares Floating Rate Bond Etf 0.0%
Value ($000) $30 Shares 594 Est. Cost $50.51 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $30 Shares 1,807 Est. Cost $13.82 Unrealized +6.9%
SYY Sysco Corp Com 0.0%
Value ($000) $29 Shares 408 Est. Cost $74.90 Unrealized +1.1%
DAN Dana Holding Corp 0.0%
Value ($000) $29 Shares 2,494 Est. Cost $11.44 Unrealized +20.3%
LNC Lincoln National Corp 0.0%
Value ($000) $29 Shares 668 Est. Cost $50.28 Unrealized -22.0%
SUB Ishares Short-term National Muni Bond Etf Short Term Ntnl Mun Bnd 0.0%
Value ($000) $29 Shares 281 Est. Cost $103.20 Unrealized
Western Asset High Income Opportunity FD Inc 0.0%
Value ($000) $28 Shares 7,500 Est. Cost $5.53 Unrealized
APTIV PLC 0.0%
Value ($000) $28 Shares 356 Est. Cost $124.95 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $28 Shares 105 Est. Cost $274.36 Unrealized -22.6%
AER AerCap Holdings NV 0.0%
Value ($000) $28 Shares 671 Est. Cost $43.51 Unrealized 0.0%
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $28 Shares 99 Est. Cost $389.03 Unrealized -20.3%
MP Mp Materials Corp CLASS A COMMON 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $36.97 Unrealized -11.6%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $27 Shares 948 Est. Cost $22.63 Unrealized +23.3%
Fisker Inc 0.0%
Value ($000) $26 Shares 3,423 Est. Cost $18.00 Unrealized
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $26 Shares 66 Est. Cost $409.49 Unrealized 0.0%
Arista Networks INC CORP COMMON 0.0%
Value ($000) $26 Shares 228 Est. Cost $92.05 Unrealized
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $26 Shares 1,114 Est. Cost $29.51 Unrealized -13.1%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $25 Shares 800 Est. Cost $12.97 Unrealized +167.8%
SHY Ishares 1-3 Year Treasury Bond Etf Treasry 0.0%
Value ($000) $25 Shares 303 Est. Cost $82.57 Unrealized
Eaton Vance National Municipal Opportunities Trust Natnl Oppr Cf 0.0%
Value ($000) $25 Shares 1,543 Est. Cost $18.15 Unrealized
CI Cigna Corp New 0.0%
Value ($000) $25 Shares 89 Est. Cost $225.65 Unrealized +17.3%
ROL Rollins INC CORP COMMON 0.0%
Value ($000) $24 Shares 704 Est. Cost $34.54 Unrealized 0.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $24 Shares 284 Est. Cost $124.86 Unrealized -18.6%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $24 Shares 390 Est. Cost $63.05 Unrealized -5.0%
LUV Southwest Airls Co Com 0.0%
Value ($000) $24 Shares 791 Est. Cost $44.47 Unrealized -21.6%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $24 Shares 300 Est. Cost $113.75 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $24 Shares 142 Est. Cost $169.81 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $23 Shares 380 Est. Cost $58.61 Unrealized -1.6%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $23 Shares 280 Est. Cost $110.78 Unrealized -13.1%
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $23 Shares 244 Est. Cost $86.15 Unrealized
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $23 Shares 99 Est. Cost $32.22 Unrealized -31.1%
IGF Ishares S&p Global Infrastructure Index Fund Etf 0.0%
Value ($000) $23 Shares 561 Est. Cost $41.00 Unrealized
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $22 Shares 885 Est. Cost $21.47 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $22 Shares 103 Est. Cost $220.95 Unrealized +3.6%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $22 Shares 150 Est. Cost $149.14 Unrealized +2.1%
ODFL Old Dominion Freight Line INC CORP COMMON 0.0%
Value ($000) $22 Shares 87 Est. Cost $135.79 Unrealized 0.0%
IJT Ishares Trust S&P Smallcap 600 Growth Index FD 0.0%
Value ($000) $21 Shares 206 Est. Cost $101.94 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $21 Shares 13 Est. Cost $2159.89 Unrealized -14.4%
ULTA Ulta Salon Cosmetics &fragrance Inc Common 0.0%
Value ($000) $21 Shares 52 Est. Cost $402.75 Unrealized 0.0%
USB US Bancorp Del Com New 0.0%
Value ($000) $20 Shares 494 Est. Cost $45.54 Unrealized -13.9%
SVM Silvercorp Metals Inc 0.0%
Value ($000) $20 Shares 8,661 Est. Cost $3.04 Unrealized -20.9%
PGR Progressive Corp COMMON 0.0%
Value ($000) $20 Shares 175 Est. Cost $99.85 Unrealized +10.0%
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $20 Shares 405 Est. Cost $56.08 Unrealized -3.4%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $20 Shares 84 Est. Cost $236.92 Unrealized -4.5%
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $19 Shares 222 Est. Cost $93.61 Unrealized -6.8%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $19 Shares 72 Est. Cost $281.94 Unrealized -2.2%
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $19 Shares 87 Est. Cost $315.25 Unrealized
LQD Ishares Tr Ishares Iboxx Inv Gd Cor 0.0%
Value ($000) $19 Shares 185 Est. Cost $102.70 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $19 Shares 186 Est. Cost $131.97 Unrealized -15.5%
PNC PNC Finl Svcs Group Inc Common 0.0%
Value ($000) $19 Shares 127 Est. Cost $169.80 Unrealized -16.4%
IGSB Ishares Tr 1-3 Yr Cr Bd Etf 0.0%
Value ($000) $18 Shares 370 Est. Cost $48.65 Unrealized
XMYDX Blackrock Muniyield Fund Inc Cf 0.0%
Value ($000) $18 Shares 1,836 Est. Cost $12.80 Unrealized
Nuveen Dow 30sm Dynamic Overwrite Fund Ovrwrt Cf 0.0%
Value ($000) $17 Shares 1,230 Est. Cost $18.00 Unrealized
PCY Invesco Emerging Markets Sovereign Debt Etf Invsc Markt Sovrgn 0.0%
Value ($000) $17 Shares 983 Est. Cost $17.29 Unrealized
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $17 Shares 57 Est. Cost $240.99 Unrealized +19.4%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $16 Shares 263 Est. Cost $53.09 Unrealized -0.3%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $16 Shares 122 Est. Cost $155.74 Unrealized
M Macys Inc Common 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.71 Unrealized 0.0%
C Citigroup Inc Com New 0.0%
Value ($000) $16 Shares 395 Est. Cost $51.01 Unrealized -14.4%
F Ford Mtr Co Del 0.0%
Value ($000) $16 Shares 1,454 Est. Cost $10.78 Unrealized +0.8%
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $16 Shares 57 Est. Cost $167.18 Unrealized +61.3%
MPWR Monolithic Power Systems INC CORP COMMON 0.0%
Value ($000) $16 Shares 44 Est. Cost $400.04 Unrealized +8.2%
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $15 Shares 26 Est. Cost $658.25 Unrealized -7.4%
ZBRA Zebra Technologies Corp CLASS A COMMON 0.0%
Value ($000) $15 Shares 57 Est. Cost $535.34 Unrealized -42.2%
CMRE Costamare Inc 0.0%
Value ($000) $15 Shares 1,680 Est. Cost $11.33 Unrealized -12.0%
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $15 Shares 115 Est. Cost $122.41 Unrealized +10.8%
KHC Kraft Heinz Co 0.0%
Value ($000) $15 Shares 438 Est. Cost $31.25 Unrealized +0.7%
EIX Edison International CORP COMMON 0.0%
Value ($000) $14 Shares 243 Est. Cost $53.37 Unrealized +6.2%
TLT Ishares 20 Year Treasury Bond Etf Pls Bnd 0.0%
Value ($000) $14 Shares 134 Est. Cost $104.48 Unrealized
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $14 Shares 84 Est. Cost $154.76 Unrealized
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.78 Unrealized
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $14 Shares 200 Est. Cost $55.00 Unrealized
MDLZ Mondelez International Cl A 0.0%
Value ($000) $13 Shares 238 Est. Cost $57.05 Unrealized -0.8%
Total S.A. ADR 0.0%
Value ($000) $13 Shares 281 Est. Cost $50.49 Unrealized
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $13 Shares 42 Est. Cost $545.34 Unrealized -21.6%
IAU Ishares Gold Trust Etf 0.0%
Value ($000) $13 Shares 401 Est. Cost $32.42 Unrealized
LEGH Legacy Housing Corp 0.0%
Value ($000) $13 Shares 749 Est. Cost $15.87 Unrealized 0.0%
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $13 Shares 241 Est. Cost $46.57 Unrealized +0.1%
D Dominion RES Inc VA New Com 0.0%
Value ($000) $12 Shares 170 Est. Cost $64.42 Unrealized +6.1%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $12 Shares 1,029 Est. Cost $12.25 Unrealized +0.6%
NOW Servicenow Inc Common 0.0%
Value ($000) $12 Shares 32 Est. Cost $104.49 Unrealized -13.8%
HUM Humana INC CORP COMMON 0.0%
Value ($000) $11 Shares 23 Est. Cost $416.80 Unrealized +12.6%
DLN Wisdomtree US Largecap Dividend Fund Etf 0.0%
Value ($000) $11 Shares 200 Est. Cost $60.00 Unrealized
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $11 Shares 139 Est. Cost $89.20 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $11 Shares 57 Est. Cost $275.85 Unrealized -22.1%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $10 Shares 69 Est. Cost $145.04 Unrealized -1.7%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $10 Shares 169 Est. Cost $60.69 Unrealized 0.0%
Guaranty Bancshares Inc 0.0%
Value ($000) $10 Shares 275 Est. Cost $25.12 Unrealized
AAAU Goldman Sachs Physical Gold Etf 0.0%
Value ($000) $10 Shares 600 Est. Cost $18.35 Unrealized
EMB Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts 0.0%
Value ($000) $10 Shares 130 Est. Cost $76.92 Unrealized
EA Electronic Arts 0.0%
Value ($000) $10 Shares 83 Est. Cost $126.60 Unrealized -1.9%
MCO Moodys Corp Common 0.0%
Value ($000) $10 Shares 43 Est. Cost $330.52 Unrealized -14.6%
SPYD Spdr Portfolio S&p 500 High Dividend Etf 0.0%
Value ($000) $10 Shares 281 Est. Cost $35.59 Unrealized
JNK Spdr Bloomberg High Yield Bond Etf Blmbrg Brcly Hgh Yld Bnd 0.0%
Value ($000) $10 Shares 112 Est. Cost $89.29 Unrealized
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $10 Shares 46 Est. Cost $246.39 Unrealized -9.6%
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $9 Shares 286 Est. Cost $42.03 Unrealized
BCE BCE Inc Com New 0.0%
Value ($000) $9 Shares 215 Est. Cost $37.13 Unrealized +1.4%
GUSH Direxion Shares ETF Trust 0.0%
Value ($000) $9 Shares 73 Est. Cost $123.29 Unrealized
EL Lauder Estee Cos Inc Class A 0.0%
Value ($000) $9 Shares 43 Est. Cost $284.84 Unrealized -15.6%
DXCM Dexcom INC CORP COMMON 0.0%
Value ($000) $9 Shares 20 Est. Cost $84.70 Unrealized 0.0%
VEU Vanguard Ftse Allworld Ex- US 0.0%
Value ($000) $9 Shares 197 Est. Cost $48.78 Unrealized
EMN Eastman Chemical CO CORP COMMON 0.0%
Value ($000) $9 Shares 129 Est. Cost $93.11 Unrealized -15.6%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $9 Shares 130 Est. Cost $51.04 Unrealized +16.1%
ING ING Groep NV Spons ADR 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $10.00 Unrealized
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value ($000) $9 Shares 13 Est. Cost $642.22 Unrealized -2.5%
LYB Lyondellbasell Industries 0.0%
Value ($000) $9 Shares 113 Est. Cost $68.21 Unrealized -1.1%
RPM RPM Intl Inc Common 0.0%
Value ($000) $8 Shares 96 Est. Cost $85.82 Unrealized +3.5%
PFLT Pennantpark Floating Rate Capital Ltd Capita CORP COMMON 0.0%
Value ($000) $8 Shares 800 Est. Cost $8.22 Unrealized -2.2%
ET Energy Transfer Partners LP 0.0%
Value ($000) $8 Shares 705 Est. Cost $7.09 Unrealized
AVB Avalonbay Communities Inc 0.0%
Value ($000) $8 Shares 45 Est. Cost $205.02 Unrealized -13.1%
ZTS Zoetis 0.0%
Value ($000) $8 Shares 53 Est. Cost $170.89 Unrealized -5.5%
EXR Extra Space Storage INC Reit CORP COMMON 0.0%
Value ($000) $8 Shares 46 Est. Cost $167.37 Unrealized -2.4%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $8 Shares 163 Est. Cost $63.78 Unrealized -24.7%
WSO Watsco INC CORP COMMON 0.0%
Value ($000) $8 Shares 32 Est. Cost $280.42 Unrealized -3.4%
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $8 Shares 42 Est. Cost $217.55 Unrealized -7.1%
XLP Select Sec Amex Consumer Staples 0.0%
Value ($000) $8 Shares 127 Est. Cost $70.87 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $8 Shares 160 Est. Cost $59.00 Unrealized -15.9%
DG Dollar General Corp COMMON 0.0%
Value ($000) $8 Shares 34 Est. Cost $208.62 Unrealized +11.2%
INVH Invitation Homes INC CORP COMMON 0.0%
Value ($000) $7 Shares 214 Est. Cost $35.88 Unrealized -8.4%
Eaton Vance Tax-managed Global Diversified Equity Income Fund Tax Man Gl Div Eq INC Cf 0.0%
Value ($000) $7 Shares 1,020 Est. Cost $6.86 Unrealized
Unilever PLC Spons ADR New 0.0%
Value ($000) $7 Shares 170 Est. Cost $52.94 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $7 Shares 47 Est. Cost $148.94 Unrealized
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $7 Shares 183 Est. Cost $43.00 Unrealized -3.5%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $7 Shares 92 Est. Cost $108.70 Unrealized
ESS Essex Property Trust INC Reit CORP COMMON 0.0%
Value ($000) $7 Shares 28 Est. Cost $275.04 Unrealized -14.0%
DEM Wisdomtree Emerging Markets High Dividend Fund Emrg Mrkt Hg Div Etf 0.0%
Value ($000) $7 Shares 207 Est. Cost $33.82 Unrealized
CCEP Coca-cola Europacific Partners Plc Coca Cola CORP COMMON 0.0%
Value ($000) $7 Shares 163 Est. Cost $47.55 Unrealized -5.1%
EXC Exelon Corporation 0.0%
Value ($000) $6 Shares 155 Est. Cost $39.06 Unrealized 0.0%
Blackrock Muniassets Fund INC Cf 0.0%
Value ($000) $6 Shares 630 Est. Cost $12.70 Unrealized
BMBL Bumble INC CLASS A CORP COMMON 0.0%
Value ($000) $6 Shares 263 Est. Cost $67.36 Unrealized -56.1%
WAT Waters Corp COMMON 0.0%
Value ($000) $6 Shares 22 Est. Cost $319.20 Unrealized 0.0%
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $6 Shares 24 Est. Cost $219.91 Unrealized +4.3%
SNA Snap On Inc Common 0.0%
Value ($000) $6 Shares 29 Est. Cost $193.49 Unrealized +1.9%
Hanesbrands Inc Common 0.0%
Value ($000) $5 Shares 680 Est. Cost $12.95 Unrealized
SUI Sun Communities INC Reit CORP COMMON 0.0%
Value ($000) $5 Shares 34 Est. Cost $176.47 Unrealized
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $5 Shares 29 Est. Cost $218.96 Unrealized -11.6%
Proshares Tr 0.0%
Value ($000) $5 Shares 240 Est. Cost $23.55 Unrealized
HAS Hasbro Inc Common 0.0%
Value ($000) $5 Shares 73 Est. Cost $79.36 Unrealized -14.4%
SRE Sempra Energy CORP COMMON 0.0%
Value ($000) $5 Shares 34 Est. Cost $61.47 Unrealized +17.9%
AGNC Agnc Investment Corp Reit COMMON 0.0%
Value ($000) $5 Shares 590 Est. Cost $15.25 Unrealized
VICI Vici Properties INC Pptys CORP COMMON 0.0%
Value ($000) $5 Shares 179 Est. Cost $23.18 Unrealized +18.2%
MSM Msc Indl Direct Inc. Cl A 0.0%
Value ($000) $5 Shares 70 Est. Cost $84.91 Unrealized -7.2%
ROST Ross Stores Inc 0.0%
Value ($000) $5 Shares 61 Est. Cost $88.32 Unrealized -7.4%
ARES Ares Management Corp CLASS A COMMON 0.0%
Value ($000) $5 Shares 85 Est. Cost $63.14 Unrealized +0.2%
ALLE Allegion Plc CORP COMMON 0.0%
Value ($000) $5 Shares 54 Est. Cost $94.59 Unrealized 0.0%
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $5 Shares 149 Est. Cost $85.41 Unrealized -51.7%
BTI British American Tobacco 0.0%
Value ($000) $5 Shares 128 Est. Cost $39.06 Unrealized
BSX Boston Scientific Corp Com 0.0%
Value ($000) $5 Shares 137 Est. Cost $42.09 Unrealized -4.7%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $5 Shares 416 Est. Cost $17.58 Unrealized -22.7%
AMH American Homes 4 Rent CLASS A Reit CORP COMMON 0.0%
Value ($000) $5 Shares 146 Est. Cost $41.10 Unrealized
QSR Restaurant Brands International INC Intrnational CORP COMMON 0.0%
Value ($000) $4 Shares 74 Est. Cost $56.88 Unrealized -0.7%
AIG American International Group Inc 0.0%
Value ($000) $4 Shares 94 Est. Cost $48.65 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $4 Shares 104 Est. Cost $38.69 Unrealized 0.0%
WRB W R Berkley Corp Wr COMMON 0.0%
Value ($000) $4 Shares 55 Est. Cost $40.00 Unrealized 0.0%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $4 Shares 32 Est. Cost $205.60 Unrealized -26.2%
SCHO Schwab Short Term US Treasury Etf 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
RWR SPDR Dow Jones REIT ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.00 Unrealized
RMD Resmed INC CORP COMMON 0.0%
Value ($000) $4 Shares 19 Est. Cost $194.77 Unrealized +13.3%
BBEU JPMORGAN Betabuilders Europe Etf 0.0%
Value ($000) $4 Shares 106 Est. Cost $47.17 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $4 Shares 123 Est. Cost $33.82 Unrealized -9.1%
PPG PPG Inds Inc Com 0.0%
Value ($000) $4 Shares 39 Est. Cost $125.59 Unrealized -8.5%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $4 Shares 2 Est. Cost $31.00 Unrealized 0.0%
KEY Keycorp CORP COMMON 0.0%
Value ($000) $4 Shares 239 Est. Cost $14.89 Unrealized 0.0%
STT State Str Corp Com 0.0%
Value ($000) $4 Shares 61 Est. Cost $72.89 Unrealized -16.7%
BBJP JPMORGAN Betabuilders Japan Etf 0.0%
Value ($000) $4 Shares 110 Est. Cost $45.45 Unrealized
EFV Ishares Msci Value Index Fund Eafe Etf 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.10 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $189.88 Unrealized +13.0%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $9.70 Unrealized -62.0%
OLED Universal Display Corp COMMON 0.0%
Value ($000) $4 Shares 40 Est. Cost $123.72 Unrealized -13.7%
MCK McKesson Corp Com 0.0%
Value ($000) $4 Shares 11 Est. Cost $341.28 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $155.61 Unrealized 0.0%
VFC V F Corp Com 0.0%
Value ($000) $3 Shares 90 Est. Cost $55.64 Unrealized -22.5%
URI United Rentals Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $107.48 Unrealized +162.3%
MTB M&T Bank Corp COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $134.29 Unrealized +17.7%
VMWare Inc - Class A 0.0%
Value ($000) $3 Shares 29 Est. Cost $104.64 Unrealized
IFF International Flavors & Fragrances INC Fragrans CORP COMMON 0.0%
Value ($000) $3 Shares 38 Est. Cost $118.86 Unrealized -12.6%
MTD Mettler-toledo International INC Mettler Toledo CORP COMMON 0.0%
Value ($000) $3 Shares 2 Est. Cost $1354.34 Unrealized -8.2%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $3 Shares 63 Est. Cost $63.01 Unrealized
FR First Industrial Realty Trust INC CORP COMMON 0.0%
Value ($000) $3 Shares 66 Est. Cost $60.61 Unrealized
FOXA FOX Corp 0.0%
Value ($000) $3 Shares 114 Est. Cost $33.56 Unrealized -3.5%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $3 Shares 109 Est. Cost $34.67 Unrealized -19.6%
CME CME Group Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $170.51 Unrealized 0.0%
GPC Genuine Parts Co Com 0.0%
Value ($000) $3 Shares 21 Est. Cost $137.41 Unrealized 0.0%
Brookfield Renewable Corp CLASS A COMMON 0.0%
Value ($000) $3 Shares 97 Est. Cost $41.24 Unrealized
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $3 Shares 10 Est. Cost $234.51 Unrealized 0.0%
NTR Nutrien LTD 0.0%
Value ($000) $3 Shares 37 Est. Cost $73.42 Unrealized +4.9%
ORLY OReilly Auto Inc New 0.0%
Value ($000) $3 Shares 4 Est. Cost $46.63 Unrealized 0.0%
BBWI Bath & Body Works INC And CORP COMMON 0.0%
Value ($000) $3 Shares 107 Est. Cost $32.17 Unrealized 0.0%
GWX Spdr S&p International Small Cap Etf 0.0%
Value ($000) $3 Shares 122 Est. Cost $24.59 Unrealized
ARCC Ares Capital Corp COMMON 0.0%
Value ($000) $3 Shares 205 Est. Cost $13.21 Unrealized +5.4%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $3 Shares 41 Est. Cost $74.27 Unrealized 0.0%
ATR Aptargroup INC CORP COMMON 0.0%
Value ($000) $3 Shares 32 Est. Cost $99.37 Unrealized 0.0%
Apartment Income Reit Corp COMMON 0.0%
Value ($000) $3 Shares 66 Est. Cost $60.61 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
SLB Schlumberger LTD Com 0.0%
Value ($000) $3 Shares 89 Est. Cost $33.41 Unrealized 0.0%
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $3 Shares 43 Est. Cost $76.29 Unrealized -5.8%
IVZ Invesco Ltd CORP COMMON 0.0%
Value ($000) $3 Shares 197 Est. Cost $18.55 Unrealized -22.4%
ABNB Airbnb INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 30 Est. Cost $110.83 Unrealized 0.0%
HLT Hilton Worldwide Holdings INC CORP COMMON 0.0%
Value ($000) $3 Shares 21 Est. Cost $125.07 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.47 Unrealized -2.7%
IX Orix Corp ADR Rep 5 COMMON 0.0%
Value ($000) $3 Shares 38 Est. Cost $105.26 Unrealized
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $3 Shares 18 Est. Cost $86.60 Unrealized 0.0%
IEI Ishares Barclays 3 7 Year Treasury Bond Fund 3-7 Trery Etf 0.0%
Value ($000) $3 Shares 28 Est. Cost $142.86 Unrealized
REM Ishares Mortgage Real Estate Etf 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.39 Unrealized
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $3 Shares 22 Est. Cost $34.26 Unrealized -13.1%
PEG Public Service Enterprise Gr 0.0%
Value ($000) $3 Shares 58 Est. Cost $58.02 Unrealized -1.2%
KEYS Keysight Technologies INC CORP COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $160.05 Unrealized 0.0%
KRC Kilroy Realty Corp Reit COMMON 0.0%
Value ($000) $2 Shares 51 Est. Cost $78.43 Unrealized
PPL PPL Corp 0.0%
Value ($000) $2 Shares 58 Est. Cost $25.47 Unrealized 0.0%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 111 Est. Cost $36.04 Unrealized
O Realty Income Corp 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.30 Unrealized 0.0%
PFG Principal Financial Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 22 Est. Cost $63.59 Unrealized 0.0%
REG Regency Centers Corp Reit COMMON 0.0%
Value ($000) $2 Shares 42 Est. Cost $59.50 Unrealized -10.8%
Pioneer Natural Resources Co 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $2 Shares 21 Est. Cost $82.83 Unrealized 0.0%
CFG Citizens Financial Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 64 Est. Cost $40.28 Unrealized -21.0%
CMS CMS Energy Corp 0.0%
Value ($000) $2 Shares 35 Est. Cost $60.46 Unrealized 0.0%
PCAR Paccar Inc. 0.0%
Value ($000) $2 Shares 23 Est. Cost $50.31 Unrealized 0.0%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $2 Shares 31 Est. Cost $69.26 Unrealized 0.0%
JEF Jefferies Financial Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 61 Est. Cost $27.19 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corp Solutn CLASS A COMMON 0.0%
Value ($000) $2 Shares 27 Est. Cost $61.93 Unrealized 0.0%
ORI Old Republic International Corp COMMON 0.0%
Value ($000) $2 Shares 93 Est. Cost $17.40 Unrealized 0.0%
BBCA JPMORGAN Betabuilders Canada Etf 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
Tellurian INC CORP COMMON 0.0%
Value ($000) $2 Shares 952 Est. Cost $4.02 Unrealized
TRNO Terreno Realty Corp Reit COMMON 0.0%
Value ($000) $2 Shares 39 Est. Cost $76.92 Unrealized
ILMN Illumina Inc Common 0.0%
Value ($000) $2 Shares 8 Est. Cost $197.84 Unrealized 0.0%
Cooper Companies INC CORP COMMON 0.0%
Value ($000) $2 Shares 6 Est. Cost $333.33 Unrealized
CNC Centene Corp Del Common 0.0%
Value ($000) $2 Shares 24 Est. Cost $89.37 Unrealized 0.0%
VMC Vulcan Materials Co 0.0%
Value ($000) $2 Shares 15 Est. Cost $158.20 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $2 Shares 65 Est. Cost $39.60 Unrealized -10.2%
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $2 Shares 5 Est. Cost $440.45 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $2 Shares 22 Est. Cost $86.91 Unrealized 0.0%
MRVL Marvell Technology INC CORP COMMON 0.0%
Value ($000) $2 Shares 56 Est. Cost $48.82 Unrealized 0.0%
MPT Medical Properties Trust INC Reit CORP COMMON 0.0%
Value ($000) $2 Shares 132 Est. Cost $22.73 Unrealized
AFL AFLAC Inc Com 0.0%
Value ($000) $2 Shares 42 Est. Cost $54.56 Unrealized 0.0%
CUZ Cousins Properties INC Reit CORP COMMON 0.0%
Value ($000) $2 Shares 73 Est. Cost $41.10 Unrealized
CUBE Cubesmart Reit CORP COMMON 0.0%
Value ($000) $2 Shares 56 Est. Cost $53.57 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $196.18 Unrealized 0.0%
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $2 Shares 45 Est. Cost $43.54 Unrealized -10.2%
DMTKQ Dermtech Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $13.33 Unrealized
Interpublic Group Of Companies INC CORP COMMON 0.0%
Value ($000) $2 Shares 80 Est. Cost $24.85 Unrealized 0.0%
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 12 Est. Cost $219.07 Unrealized 0.0%
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $2 Shares 10 Est. Cost $182.84 Unrealized 0.0%
FRCB First Republic Bank CORP COMMON 0.0%
Value ($000) $2 Shares 15 Est. Cost $152.87 Unrealized 0.0%
Seagen INC CORP COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $2 Shares 14 Est. Cost $133.82 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $2 Shares 20 Est. Cost $86.27 Unrealized 0.0%
ALNY Alnylam Pharmaceuticals Inc Common 0.0%
Value ($000) $2 Shares 11 Est. Cost $190.74 Unrealized 0.0%
Nikola Corp 0.0%
Value ($000) $2 Shares 500 Est. Cost $20.00 Unrealized
MCHP Microchip Technology Inc Common 0.0%
Value ($000) $2 Shares 38 Est. Cost $60.65 Unrealized 0.0%
WDAY Workday INC CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 11 Est. Cost $156.53 Unrealized 0.0%
ALL Allstate Corp Common 0.0%
Value ($000) $2 Shares 15 Est. Cost $114.59 Unrealized 0.0%
CBRE Cbre Group INC CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 37 Est. Cost $79.27 Unrealized 0.0%
LNT Alliant Energy Corp COMMON 0.0%
Value ($000) $2 Shares 33 Est. Cost $53.87 Unrealized 0.0%
ETR Entergy Corp New Com 0.0%
Value ($000) $2 Shares 19 Est. Cost $50.66 Unrealized 0.0%
Atlassian Corporation Plc CLASS A CORP COMMON 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $191.11 Unrealized 0.0%
SAP SAP Sponsored 0.0%
Value ($000) $2 Shares 24 Est. Cost $125.00 Unrealized
EG Everest Re Group Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 6 Est. Cost $255.27 Unrealized 0.0%
WTW Willis Towers Watson Plc CORP COMMON 0.0%
Value ($000) $2 Shares 9 Est. Cost $197.15 Unrealized 0.0%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value ($000) $2 Shares 70 Est. Cost $37.13 Unrealized -19.4%
ADC Agree Realty Corp Reit COMMON 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
ELS Equity Lifestyle Properties INC Prop Reit CORP COMMON 0.0%
Value ($000) $2 Shares 39 Est. Cost $76.92 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.44 Unrealized 0.0%
APH Amphenol Corp New Class A 0.0%
Value ($000) $2 Shares 36 Est. Cost $35.21 Unrealized 0.0%
AME Ametek INC CORP COMMON 0.0%
Value ($000) $2 Shares 20 Est. Cost $117.19 Unrealized 0.0%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
REXR Rexford Industrial Realty INC Reit CORP COMMON 0.0%
Value ($000) $2 Shares 45 Est. Cost $66.67 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $2 Shares 28 Est. Cost $87.12 Unrealized 0.0%
Ansys Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
APLE Apple Hospitality Reit INC CORP COMMON 0.0%
Value ($000) $1 Shares 90 Est. Cost $22.22 Unrealized
SCHR Schwab Intermediate-term US Treasury Etf Intermediate Term Trs 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
RBLX Roblox Corp CLASS A COMMON 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.36 Unrealized 0.0%
XEL XCEL Energy Inc Com 0.0%
Value ($000) $1 Shares 19 Est. Cost $64.86 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $1 Shares 17 Est. Cost $86.69 Unrealized 0.0%
Fleetcor Technologies INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
BNL Broadstone Net Lease INC CORP COMMON 0.0%
Value ($000) $1 Shares 89 Est. Cost $22.47 Unrealized
BAX Baxter Intl Inc Com 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.31 Unrealized 0.0%
AAT American Assets Trust INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
NUE Nucor Corp COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $119.11 Unrealized 0.0%
Zimvie INC CORP COMMON 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
AAP Advance Auto Parts INC CORP COMMON 0.0%
Value ($000) $1 Shares 9 Est. Cost $167.76 Unrealized 0.0%
ES Eversource Energy CORP COMMON 0.0%
Value ($000) $1 Shares 18 Est. Cost $70.27 Unrealized +8.2%
ALGN Align Technology INC CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $257.42 Unrealized 0.0%
NEM Newmont Mining Corp 0.0%
Value ($000) $1 Shares 28 Est. Cost $42.16 Unrealized 0.0%
ALLY Ally Financial INC CORP COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $29.22 Unrealized 0.0%
WY Weyerhaeuser Co 0.0%
Value ($000) $1 Shares 33 Est. Cost $34.12 Unrealized -11.7%
NTST Netstreit Corp COMMON 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
BXP Boston Properties Inc Com 0.0%
Value ($000) $1 Shares 17 Est. Cost $69.56 Unrealized 0.0%
FTV Fortive Corp COMMON 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.07 Unrealized 0.0%
VEEV Veeva Systems INC CORP COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $199.77 Unrealized 0.0%
IVT Inventrust Properties Corp COMMON 0.0%
Value ($000) $1 Shares 61 Est. Cost $32.79 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $156.07 Unrealized 0.0%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $1 Shares 35 Est. Cost $41.77 Unrealized -36.9%
DLR Digital Realty Trust INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $108.51 Unrealized 0.0%
DRH Diamondrock Hospitality CO Reit CORP COMMON 0.0%
Value ($000) $1 Shares 63 Est. Cost $15.87 Unrealized
DDOG Datadog INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 9 Est. Cost $100.71 Unrealized 0.0%
CRWD Crowdstrike Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $182.92 Unrealized 0.0%
MKC Mccormick & Company INC CORP COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $77.43 Unrealized 0.0%
VRSN Verisign Inc Common 0.0%
Value ($000) $1 Shares 7 Est. Cost $183.39 Unrealized 0.0%
MTCH Match Group INC CORP COMMON 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.37 Unrealized 0.0%
KR Kroger Co Com 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.08 Unrealized 0.0%
Mdc Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
LE Lands End INC CORP COMMON 0.0%
Value ($000) $1 Shares 174 Est. Cost $13.12 Unrealized -6.3%
LAMR Lamar Advertising CO CLASS A Reit 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 16 Est. Cost $11.64 Unrealized -10.6%
VNT Vontier Corp COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $22.29 Unrealized 0.0%
Twitter Inc 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
HIW Highwoods Properties INC Prop 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
BBAX JPMORGAN Betabuilders Developed Asia Ex-japan Etf Jpmor Betabuld Devlp Ex Jap 0.0%
Value ($000) $1 Shares 35 Est. Cost $57.14 Unrealized
IAC Iac INC CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $56.30 Unrealized 0.0%
ED Consolidated Edison INC CORP COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $85.86 Unrealized 0.0%
TFX Teleflex INC CORP COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $233.08 Unrealized 0.0%
HUN Huntsman Corp COMMON 0.0%
Value ($000) $1 Shares 47 Est. Cost $28.11 Unrealized 0.0%
LNG Cheniere Energy INC CORP COMMON 0.0%
Value ($000) $1 Shares 9 Est. Cost $151.67 Unrealized 0.0%
CLX Clorox Co Del Com 0.0%
Value ($000) $1 Shares 9 Est. Cost $165.03 Unrealized -21.9%
CEG Constellation Energy Corp COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $71.76 Unrealized 0.0%
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 18 Est. Cost $56.90 Unrealized 0.0%
CHH Choice Hotels International INC CORP COMMON 0.0%
Value ($000) $1 Shares 4 Est. Cost $138.68 Unrealized -20.0%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $1 Shares 38 Est. Cost $37.30 Unrealized +0.8%
CE Celanese Corp Series A 0.0%
Value ($000) $1 Shares 13 Est. Cost $103.96 Unrealized 0.0%
STAG Stag Industrial INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
SWK Stanley Black & Decker INC And CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.03 Unrealized 0.0%
SNOW Snowflake Inc. CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $165.57 Unrealized 0.0%
GPN Global Payments INC CORP COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $119.23 Unrealized 0.0%
KDP Keurig Dr Pepper INC CORP COMMON 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.43 Unrealized 0.0%
PBI Pitney Bowes Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $7.83 Unrealized -59.0%
PK Park Hotels & Resorts INC CORP COMMON 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
TDG Transdigm Group INC CORP COMMON 0.0%
Value ($000) $1 Shares 2 Est. Cost $502.76 Unrealized 0.0%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $1 Shares 24 Est. Cost $56.17 Unrealized 0.0%
OKE Oneok Inc New Com 0.0%
Value ($000) $1 Shares 19 Est. Cost $49.79 Unrealized 0.0%