AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 26, 2023

Total Value ($000): $541,334 (100.0% shares, 0.0% debt)

Holdings (570)

GSSC GS ActiveBeta US Small Cap 5.2%
Value ($000) $28,379 Shares 511,250 Est. Cost $42.72 Unrealized
AAPL Apple Computer Inc 5.1%
Value ($000) $27,370 Shares 165,980 Est. Cost $103.17 Unrealized +41.0%
MSFT Microsoft Corp Com 4.8%
Value ($000) $26,228 Shares 90,973 Est. Cost $119.08 Unrealized +109.5%
GOOGL Alphabet Inc 3.9%
Value ($000) $21,045 Shares 202,887 Est. Cost $104.29 Unrealized -8.7%
AMZN Amazon Com Inc 3.8%
Value ($000) $20,453 Shares 198,020 Est. Cost $116.49 Unrealized -17.1%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.8%
Value ($000) $15,073 Shares 489,231 Est. Cost $29.05 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 2.6%
Value ($000) $13,878 Shares 44,946 Est. Cost $184.16 Unrealized +67.3%
JNJ Johnson & Johnson Com 2.4%
Value ($000) $13,047 Shares 84,174 Est. Cost $116.34 Unrealized +27.1%
LMT Lockheed Martin Corp 2.1%
Value ($000) $11,171 Shares 23,631 Est. Cost $325.89 Unrealized +32.9%
WMT Wal Mart Stores Inc Com 2.0%
Value ($000) $10,782 Shares 73,123 Est. Cost $28.33 Unrealized +61.6%
ACN Accenture Plc, Dublin Shsclass A 2.0%
Value ($000) $10,709 Shares 37,469 Est. Cost $143.90 Unrealized +81.6%
CVX Chevron Corp New Com 1.9%
Value ($000) $10,516 Shares 64,454 Est. Cost $78.25 Unrealized +89.7%
PFE Pfizer Inc Com 1.9%
Value ($000) $10,173 Shares 249,332 Est. Cost $27.08 Unrealized +35.0%
PG Procter & Gamble Co Com 1.9%
Value ($000) $10,161 Shares 68,340 Est. Cost $112.22 Unrealized +18.7%
UNH Unitedhealth Group Inc Com 1.9%
Value ($000) $10,145 Shares 21,467 Est. Cost $175.97 Unrealized +159.8%
COST Costco Wholesale Corp COMMON 1.8%
Value ($000) $9,607 Shares 19,336 Est. Cost $245.95 Unrealized +91.6%
AMGN Amgen Inc Com 1.7%
Value ($000) $8,939 Shares 36,978 Est. Cost $181.36 Unrealized +23.5%
HD Home Depot Inc Com 1.6%
Value ($000) $8,692 Shares 29,454 Est. Cost $220.29 Unrealized +29.2%
V VISA Inc 1.5%
Value ($000) $8,251 Shares 36,595 Est. Cost $111.60 Unrealized +95.2%
ROP Roper Industries Inc 1.4%
Value ($000) $7,808 Shares 17,717 Est. Cost $277.79 Unrealized +52.8%
UNP Union Pac Corp Com 1.4%
Value ($000) $7,771 Shares 38,611 Est. Cost $139.68 Unrealized +35.6%
ABBV Abbvie Inc 1.4%
Value ($000) $7,702 Shares 48,328 Est. Cost $85.91 Unrealized +60.8%
SYK Stryker Corp Com 1.4%
Value ($000) $7,579 Shares 26,549 Est. Cost $178.89 Unrealized +44.1%
VLO Valero Energy Corp New Com 1.4%
Value ($000) $7,550 Shares 54,081 Est. Cost $47.45 Unrealized +159.2%
TGT Target Corp Com 1.3%
Value ($000) $7,062 Shares 42,639 Est. Cost $107.55 Unrealized +38.2%
VZ Verizon Communications Com 1.3%
Value ($000) $7,053 Shares 181,366 Est. Cost $34.42 Unrealized -5.0%
AVGO Broadcom Inc 1.3%
Value ($000) $7,022 Shares 10,945 Est. Cost $26.56 Unrealized +116.8%
NEE Nextera Energy Inc 1.3%
Value ($000) $6,828 Shares 88,585 Est. Cost $61.84 Unrealized +14.2%
JPM JPMorgan Chase & Co Com 1.3%
Value ($000) $6,806 Shares 52,227 Est. Cost $83.30 Unrealized +53.8%
AZO Autozone INC CORP COMMON 1.2%
Value ($000) $6,723 Shares 2,735 Est. Cost $1258.76 Unrealized +93.8%
CAT Caterpillar Inc Del Com 1.2%
Value ($000) $6,587 Shares 28,783 Est. Cost $169.46 Unrealized +36.1%
BA Boeing Co Com 1.1%
Value ($000) $5,964 Shares 28,076 Est. Cost $156.31 Unrealized +32.9%
Laboratory Corp Amer Hldgs Com New 1.1%
Value ($000) $5,875 Shares 25,606 Est. Cost $167.76 Unrealized
KLAC KLA-Tencor Corp Common 1.0%
Value ($000) $5,639 Shares 14,126 Est. Cost $128.77 Unrealized +197.7%
INTU Intuit Common 1.0%
Value ($000) $5,422 Shares 12,161 Est. Cost $391.10 Unrealized +3.1%
XOM Exxon Mobil Corp Com 1.0%
Value ($000) $5,301 Shares 48,344 Est. Cost $72.61 Unrealized +38.0%
MDT Medtronic Plc, Dublin Shs 1.0%
Value ($000) $5,277 Shares 65,461 Est. Cost $72.15 Unrealized +3.3%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 1.0%
Value ($000) $5,213 Shares 175,123 Est. Cost $34.15 Unrealized
AMAT Applied Materials INC Material CORP COMMON 0.9%
Value ($000) $5,071 Shares 41,283 Est. Cost $63.50 Unrealized +76.2%
FISV Fiserv Inc Common 0.9%
Value ($000) $4,975 Shares 44,011 Est. Cost $80.18 Unrealized +37.2%
PYPL Paypal Holdings Inc 0.8%
Value ($000) $4,566 Shares 60,120 Est. Cost $88.92 Unrealized -13.6%
DIA SPDR Dow Jones Indl Average 0.8%
Value ($000) $4,552 Shares 13,686 Est. Cost $345.79 Unrealized
SPY SPDR Tr Unit Ser 1 0.8%
Value ($000) $4,318 Shares 10,548 Est. Cost $361.76 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.7%
Value ($000) $3,985 Shares 49,059 Est. Cost $60.25 Unrealized
DIS Disney Walt Co Com 0.7%
Value ($000) $3,894 Shares 38,889 Est. Cost $101.26 Unrealized -2.7%
SHW Sherwin Williams CORP COMMON 0.7%
Value ($000) $3,826 Shares 17,022 Est. Cost $235.70 Unrealized -5.4%
BRK/A Berkshire Hathaway Inc Del Cl A 0.7%
Value ($000) $3,725 Shares 8 Est. Cost $199512.94 Unrealized +134.0%
MAR Marriott International INC CLASS A CORP COMMON 0.7%
Value ($000) $3,535 Shares 21,288 Est. Cost $161.76 Unrealized +0.0%
LLY Lilly Eli & Co Com 0.6%
Value ($000) $3,488 Shares 10,157 Est. Cost $164.23 Unrealized +100.9%
DOCU Docusign INC CORP COMMON 0.5%
Value ($000) $2,880 Shares 49,399 Est. Cost $50.48 Unrealized +18.2%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.5%
Value ($000) $2,584 Shares 35,985 Est. Cost $49.50 Unrealized
TXN Texas Instrs Inc Com 0.4%
Value ($000) $2,402 Shares 12,912 Est. Cost $134.25 Unrealized +20.2%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $2,257 Shares 43,171 Est. Cost $37.57 Unrealized +19.4%
MSI Motorola Solutions Inc Com New 0.4%
Value ($000) $2,115 Shares 7,393 Est. Cost $184.53 Unrealized +38.4%
ITW Illinois Works Inc Com 0.4%
Value ($000) $2,020 Shares 8,298 Est. Cost $170.44 Unrealized +27.7%
CL Colgate Palmolive Co Com 0.3%
Value ($000) $1,869 Shares 24,872 Est. Cost $65.33 Unrealized +6.5%
ADBE Adobe Sys Inc Com 0.3%
Value ($000) $1,841 Shares 4,778 Est. Cost $333.66 Unrealized +6.5%
ORCL Oracle Corp Com 0.3%
Value ($000) $1,811 Shares 19,486 Est. Cost $69.00 Unrealized +22.9%
ADP Automatic Data Processing Incom 0.3%
Value ($000) $1,614 Shares 7,248 Est. Cost $154.00 Unrealized +37.3%
AOS A O Smith Corp COMMON 0.3%
Value ($000) $1,520 Shares 21,974 Est. Cost $49.59 Unrealized +24.5%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $1,497 Shares 4,665 Est. Cost $300.91 Unrealized
YUM Yum Brands Inc Com 0.3%
Value ($000) $1,472 Shares 11,143 Est. Cost $104.05 Unrealized +17.0%
MRK Merck & Co Inc New 0.3%
Value ($000) $1,437 Shares 13,506 Est. Cost $74.41 Unrealized +32.6%
CTAS Cintas Corp Common 0.3%
Value ($000) $1,434 Shares 3,099 Est. Cost $95.67 Unrealized +12.3%
NVDA Nvidia Corp 0.3%
Value ($000) $1,430 Shares 5,147 Est. Cost $18.35 Unrealized +17.8%
FAST Fastenal CO CORP COMMON 0.3%
Value ($000) $1,380 Shares 25,580 Est. Cost $17.31 Unrealized +38.0%
CDW Cdw Corp COMMON 0.2%
Value ($000) $1,282 Shares 6,576 Est. Cost $175.42 Unrealized +7.9%
PEP Pepsico Inc Com 0.2%
Value ($000) $1,250 Shares 6,857 Est. Cost $116.11 Unrealized +36.7%
TSCO Tractor Supply Co Com 0.2%
Value ($000) $1,240 Shares 5,277 Est. Cost $39.50 Unrealized +9.6%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $1,119 Shares 8,768 Est. Cost $135.64 Unrealized -14.2%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $1,110 Shares 5,550 Est. Cost $170.18 Unrealized +12.9%
AGG Ishares Core Total US Bond 0.2%
Value ($000) $1,035 Shares 10,386 Est. Cost $110.36 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $1,023 Shares 2,814 Est. Cost $326.55 Unrealized +9.5%
ABT Abbott Labs Com 0.2%
Value ($000) $999 Shares 9,865 Est. Cost $95.48 Unrealized +4.7%
GRMN Garmin LTD 0.2%
Value ($000) $990 Shares 9,814 Est. Cost $101.15 Unrealized -9.0%
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $986 Shares 9,485 Est. Cost $97.01 Unrealized -1.2%
MCD McDonalds Corp Com 0.2%
Value ($000) $964 Shares 3,447 Est. Cost $140.40 Unrealized +78.4%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.2%
Value ($000) $922 Shares 3,685 Est. Cost $218.40 Unrealized
COP Conocophillips Com 0.2%
Value ($000) $898 Shares 9,049 Est. Cost $90.94 Unrealized +9.4%
NKE Nike Inc Cl B 0.2%
Value ($000) $874 Shares 7,130 Est. Cost $110.73 Unrealized +5.4%
SWKS Skyworks Solutions Inc Common 0.2%
Value ($000) $870 Shares 7,373 Est. Cost $149.72 Unrealized -32.5%
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.2%
Value ($000) $866 Shares 8,716 Est. Cost $91.25 Unrealized +0.3%
BNDX Vanguard Total Intl Bond Index ETF 0.2%
Value ($000) $856 Shares 17,488 Est. Cost $50.31 Unrealized
EOG EOG Resources Inc Com 0.1%
Value ($000) $800 Shares 6,975 Est. Cost $106.20 Unrealized +2.9%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $783 Shares 31,925 Est. Cost $22.07 Unrealized -0.0%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $780 Shares 12,398 Est. Cost $87.39 Unrealized
KO Coca Cola Co Com 0.1%
Value ($000) $768 Shares 12,379 Est. Cost $43.84 Unrealized +26.4%
DPZ Domino's Pizza INC Dominos CORP COMMON 0.1%
Value ($000) $760 Shares 2,305 Est. Cost $411.97 Unrealized -22.5%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $732 Shares 9,514 Est. Cost $55.85 Unrealized
FANG Diamondback Energy INC CORP COMMON 0.1%
Value ($000) $715 Shares 5,287 Est. Cost $114.39 Unrealized +8.2%
MAS Masco Corp COMMON 0.1%
Value ($000) $690 Shares 13,885 Est. Cost $55.52 Unrealized -11.9%
DHR Danaher Corp Com 0.1%
Value ($000) $682 Shares 2,706 Est. Cost $228.66 Unrealized -2.0%
ALLE Allegion Plc CORP COMMON 0.1%
Value ($000) $667 Shares 6,247 Est. Cost $108.06 Unrealized +0.0%
PNR Pentair PLC 0.1%
Value ($000) $648 Shares 11,718 Est. Cost $51.36 Unrealized +0.0%
CRM Salesforce INC CORP COMMON 0.1%
Value ($000) $636 Shares 3,185 Est. Cost $160.94 Unrealized +3.7%
AXP American Express Co Com 0.1%
Value ($000) $636 Shares 3,854 Est. Cost $149.61 Unrealized +6.9%
RMD Resmed INC CORP COMMON 0.1%
Value ($000) $621 Shares 2,836 Est. Cost $211.15 Unrealized +0.0%
BBY Best Buy Inc 0.1%
Value ($000) $611 Shares 7,802 Est. Cost $83.81 Unrealized -14.8%
IWB Ishares Russell 1000 Index Fund Etf 0.1%
Value ($000) $602 Shares 2,672 Est. Cost $250.00 Unrealized
BAC Bank of America Corporation Com 0.1%
Value ($000) $578 Shares 20,208 Est. Cost $32.28 Unrealized -5.3%
IWN CEF Ishares Russell 2000 Value 0.1%
Value ($000) $563 Shares 4,110 Est. Cost $137.02 Unrealized
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.1%
Value ($000) $543 Shares 4,376 Est. Cost $103.98 Unrealized
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.1%
Value ($000) $538 Shares 4,722 Est. Cost $117.76 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $538 Shares 16,464 Est. Cost $32.93 Unrealized -16.4%
DVN Devon Energy Corp New Com 0.1%
Value ($000) $531 Shares 10,493 Est. Cost $50.84 Unrealized -0.5%
STX Seagate Technology Plc Holdings CORP COMMON 0.1%
Value ($000) $513 Shares 7,757 Est. Cost $71.80 Unrealized -18.8%
ETN Eaton Corp PLC 0.1%
Value ($000) $494 Shares 2,882 Est. Cost $147.07 Unrealized +8.9%
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $493 Shares 3,571 Est. Cost $143.61 Unrealized
MS Morgan Stanley CORP COMMON 0.1%
Value ($000) $479 Shares 5,460 Est. Cost $75.74 Unrealized +12.0%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.1%
Value ($000) $472 Shares 2,239 Est. Cost $189.79 Unrealized
VNQ Vanguard REIT Viper VNQ 0.1%
Value ($000) $472 Shares 5,681 Est. Cost $76.42 Unrealized
IWR Ishares Russell Mid Cap Cap Etf 0.1%
Value ($000) $449 Shares 6,417 Est. Cost $62.18 Unrealized
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $444 Shares 2,323 Est. Cost $181.58 Unrealized +1.7%
UPS United Parcel Service 0.1%
Value ($000) $436 Shares 2,245 Est. Cost $141.83 Unrealized +11.5%
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $433 Shares 3,500 Est. Cost $104.64 Unrealized
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $427 Shares 250 Est. Cost $30.02 Unrealized +4.7%
IJR Ishares Tr Sp Smallcap 600 Index F 0.1%
Value ($000) $405 Shares 4,184 Est. Cost $91.08 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $401 Shares 862 Est. Cost $79.80 Unrealized +9.1%
IBM International Business Mach Com 0.1%
Value ($000) $400 Shares 3,054 Est. Cost $113.29 Unrealized +6.6%
EMR Emerson Elec Co Com 0.1%
Value ($000) $400 Shares 4,588 Est. Cost $83.32 Unrealized -0.9%
TSLA Tesla Mtrs Inc 0.1%
Value ($000) $394 Shares 1,897 Est. Cost $263.23 Unrealized -33.7%
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $393 Shares 5,501 Est. Cost $60.33 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $372 Shares 2,335 Est. Cost $159.14 Unrealized
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $371 Shares 2,077 Est. Cost $161.76 Unrealized
RHI Robert Half International Inc 0.1%
Value ($000) $368 Shares 4,564 Est. Cost $67.91 Unrealized +16.9%
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $365 Shares 9,768 Est. Cost $37.17 Unrealized
AZN Astrazeneca PLC 0.1%
Value ($000) $350 Shares 5,047 Est. Cost $41.49 Unrealized
MPWR Monolithic Power Systems INC CORP COMMON 0.1%
Value ($000) $350 Shares 699 Est. Cost $448.95 Unrealized +0.1%
BBWI Bath & Body Works INC And CORP COMMON 0.1%
Value ($000) $350 Shares 9,564 Est. Cost $38.59 Unrealized +0.1%
ZTS Zoetis 0.1%
Value ($000) $339 Shares 2,034 Est. Cost $143.92 Unrealized +10.5%
SBUX Starbucks Corp Com 0.1%
Value ($000) $338 Shares 3,247 Est. Cost $83.04 Unrealized +16.9%
GILD Gilead Sciences Inc. Com 0.1%
Value ($000) $332 Shares 3,997 Est. Cost $56.00 Unrealized +33.4%
META Meta Platforms INC CLASS A CORP COMMON 0.1%
Value ($000) $319 Shares 1,505 Est. Cost $176.29 Unrealized -4.1%
BMY Bristol-Myers Squibb Co Com 0.1%
Value ($000) $311 Shares 4,484 Est. Cost $55.89 Unrealized +10.0%
TMO Thermo Fisher Scientific Inc Com 0.1%
Value ($000) $307 Shares 533 Est. Cost $505.85 Unrealized +10.4%
ORLY OReilly Auto Inc New 0.1%
Value ($000) $302 Shares 356 Est. Cost $53.69 Unrealized +2.1%
EZU Ishares Msci Eurozone Etf 0.1%
Value ($000) $297 Shares 6,595 Est. Cost $31.99 Unrealized
NDAQ Nasdaq Stock Market 0.1%
Value ($000) $296 Shares 5,415 Est. Cost $59.57 Unrealized -7.0%
IVV Ishares Core S&P 500 ETF 0.1%
Value ($000) $295 Shares 717 Est. Cost $180.74 Unrealized
CBT Cabot Corp COMMON 0.1%
Value ($000) $284 Shares 3,700 Est. Cost $29.38 Unrealized +140.3%
DE Deere & Co Com 0.0%
Value ($000) $263 Shares 638 Est. Cost $205.27 Unrealized +93.4%
HUM Humana INC CORP COMMON 0.0%
Value ($000) $255 Shares 526 Est. Cost $503.94 Unrealized -5.1%
MCO Moodys Corp Common 0.0%
Value ($000) $255 Shares 833 Est. Cost $269.71 Unrealized +9.4%
ASML ASML Holding N V 0.0%
Value ($000) $253 Shares 372 Est. Cost $571.93 Unrealized
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $249 Shares 544 Est. Cost $402.57 Unrealized
XLK Technology Select Sect SPDR 0.0%
Value ($000) $245 Shares 1,623 Est. Cost $47.25 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $244 Shares 92 Est. Cost $1948.93 Unrealized +22.8%
CVS CVS Corp Delaware 0.0%
Value ($000) $238 Shares 3,208 Est. Cost $86.81 Unrealized -13.4%
BSX Boston Scientific Corp Com 0.0%
Value ($000) $238 Shares 4,752 Est. Cost $43.27 Unrealized +8.9%
Canadian Pacific Railway 0.0%
Value ($000) $229 Shares 2,976 Est. Cost $0.07 Unrealized
EWJ Ishares Msci Japan Etf 0.0%
Value ($000) $218 Shares 3,712 Est. Cost $48.76 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $211 Shares 1,383 Est. Cost $167.88 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $206 Shares 2,409 Est. Cost $68.03 Unrealized
Blackrock Inc 0.0%
Value ($000) $206 Shares 308 Est. Cost $664.38 Unrealized
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $202 Shares 602 Est. Cost $259.06 Unrealized +23.6%
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $198 Shares 5,018 Est. Cost $34.90 Unrealized
DOW Dow INC CORP COMMON 0.0%
Value ($000) $197 Shares 3,595 Est. Cost $32.84 Unrealized +44.0%
GLW Corning Inc Com 0.0%
Value ($000) $188 Shares 5,316 Est. Cost $29.82 Unrealized +7.7%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $181 Shares 998 Est. Cost $175.94 Unrealized
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $174 Shares 2,601 Est. Cost $74.09 Unrealized
MFC Manulife Finl Corp Common 0.0%
Value ($000) $170 Shares 9,262 Est. Cost $15.21 Unrealized +25.1%
IDA Idacorp Inc 0.0%
Value ($000) $169 Shares 1,556 Est. Cost $95.04 Unrealized +10.5%
ADI Analog Devices Inc Com 0.0%
Value ($000) $162 Shares 822 Est. Cost $150.54 Unrealized +13.3%
GE General Electric CO CORP COMMON 0.0%
Value ($000) $161 Shares 1,681 Est. Cost $47.32 Unrealized +39.3%
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $156 Shares 4,550 Est. Cost $30.77 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $156 Shares 761 Est. Cost $190.94 Unrealized -0.7%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $154 Shares 333 Est. Cost $442.74 Unrealized -0.2%
WDAY Workday INC CLASS A CORP COMMON 0.0%
Value ($000) $152 Shares 738 Est. Cost $155.97 Unrealized +16.7%
MO Altria Group Inc Com 0.0%
Value ($000) $151 Shares 3,390 Est. Cost $34.30 Unrealized +5.8%
IEMG Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $150 Shares 3,073 Est. Cost $50.28 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $148 Shares 2,746 Est. Cost $49.36 Unrealized +3.9%
ELV Elevance Health INC CORP COMMON 0.0%
Value ($000) $146 Shares 317 Est. Cost $462.33 Unrealized -1.5%
PGR Progressive Corp COMMON 0.0%
Value ($000) $143 Shares 1,002 Est. Cost $112.91 Unrealized +11.6%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $140 Shares 1,689 Est. Cost $82.54 Unrealized -4.8%
SO Southern Company 0.0%
Value ($000) $138 Shares 1,990 Est. Cost $57.39 Unrealized +5.7%
GWW Ww Grainger INC CORP COMMON 0.0%
Value ($000) $138 Shares 201 Est. Cost $460.46 Unrealized +35.0%
EWY Ishares Msci South Korea Etf 0.0%
Value ($000) $137 Shares 2,237 Est. Cost $47.38 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $136 Shares 1,390 Est. Cost $88.73 Unrealized +4.0%
LIN Linde Plc CORP COMMON 0.0%
Value ($000) $136 Shares 382 Est. Cost $322.30 Unrealized 0.0%
TRN Trinity Inds Inc Com 0.0%
Value ($000) $135 Shares 5,561 Est. Cost $23.46 Unrealized 0.0%
EPP Ishares Msci Pacific Ex Japan Etf 0.0%
Value ($000) $133 Shares 3,033 Est. Cost $37.59 Unrealized
ITOT Ishares 1500 Index Fund 0.0%
Value ($000) $131 Shares 1,449 Est. Cost $87.33 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $130 Shares 3,440 Est. Cost $30.91 Unrealized +21.7%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $129 Shares 1,388 Est. Cost $101.44 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value ($000) $128 Shares 1,637 Est. Cost $68.95 Unrealized +9.7%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $128 Shares 2,351 Est. Cost $54.42 Unrealized
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $121 Shares 351 Est. Cost $353.08 Unrealized -2.7%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $118 Shares 3,163 Est. Cost $40.88 Unrealized -1.0%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $117 Shares 1,853 Est. Cost $58.27 Unrealized 0.0%
FDX FedEx Corp Com 0.0%
Value ($000) $116 Shares 509 Est. Cost $179.41 Unrealized +6.3%
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $116 Shares 1,261 Est. Cost $91.69 Unrealized
Independent Bank Group Inc 0.0%
Value ($000) $116 Shares 2,500 Est. Cost $59.43 Unrealized
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $115 Shares 1,175 Est. Cost $89.42 Unrealized -9.0%
EWT Ishares Msci Taiwan Index Fund Etf 0.0%
Value ($000) $114 Shares 2,515 Est. Cost $42.94 Unrealized
CB Chubb Limited 0.0%
Value ($000) $113 Shares 580 Est. Cost $176.06 Unrealized +15.2%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $113 Shares 357 Est. Cost $284.94 Unrealized +6.4%
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $112 Shares 497 Est. Cost $225.85 Unrealized -6.6%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $112 Shares 1,797 Est. Cost $59.30 Unrealized -0.2%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $110 Shares 335 Est. Cost $280.90 Unrealized +15.2%
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $109 Shares 373 Est. Cost $238.11 Unrealized +13.6%
SAP SAP Sponsored 0.0%
Value ($000) $105 Shares 833 Est. Cost $126.55 Unrealized
COF Capital One Finl Corp Com 0.0%
Value ($000) $105 Shares 1,094 Est. Cost $102.85 Unrealized -3.1%
VTI Vanguard Total Stock Market 0.0%
Value ($000) $103 Shares 503 Est. Cost $98.95 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $101 Shares 1,401 Est. Cost $20.61 Unrealized +39.1%
GIS General Mls Inc Com 0.0%
Value ($000) $100 Shares 1,174 Est. Cost $43.98 Unrealized +63.6%
MCHI Ishares Msci China Etf 0.0%
Value ($000) $99 Shares 1,980 Est. Cost $42.42 Unrealized
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $98 Shares 3,047 Est. Cost $26.43 Unrealized
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $96 Shares 644 Est. Cost $85.70 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $96 Shares 2,383 Est. Cost $52.33 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $95 Shares 1,053 Est. Cost $63.64 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $95 Shares 781 Est. Cost $101.74 Unrealized +9.8%
PM Philip Morris Intl Inc 0.0%
Value ($000) $95 Shares 972 Est. Cost $80.99 Unrealized +7.4%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $93 Shares 268 Est. Cost $32.77 Unrealized +1.0%
Lam Research Corp COMMON 0.0%
Value ($000) $91 Shares 171 Est. Cost $169.50 Unrealized
DTE DTE Energy Common 0.0%
Value ($000) $90 Shares 822 Est. Cost $106.47 Unrealized -5.1%
SNPS Synopsys Inc Com 0.0%
Value ($000) $88 Shares 229 Est. Cost $266.86 Unrealized +33.9%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $88 Shares 608 Est. Cost $153.85 Unrealized
T AT&T Inc 0.0%
Value ($000) $87 Shares 4,505 Est. Cost $16.31 Unrealized +0.3%
DHS Wisdomtree US High Dividend Fund Etf 0.0%
Value ($000) $86 Shares 1,045 Est. Cost $82.27 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $86 Shares 336 Est. Cost $250.18 Unrealized -1.5%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $85 Shares 6,000 Est. Cost $16.17 Unrealized
XLV Health Care Select Sector 0.0%
Value ($000) $85 Shares 653 Est. Cost $67.82 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $81 Shares 1,338 Est. Cost $61.19 Unrealized -5.6%
DUK Duke Energy Corp New 0.0%
Value ($000) $81 Shares 836 Est. Cost $89.47 Unrealized -1.5%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $80 Shares 420 Est. Cost $171.16 Unrealized +3.2%
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $79 Shares 671 Est. Cost $116.40 Unrealized
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $78 Shares 860 Est. Cost $67.68 Unrealized +26.1%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $77 Shares 1,149 Est. Cost $45.51 Unrealized
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $75 Shares 1,990 Est. Cost $42.71 Unrealized
ETR Entergy Corp New Com 0.0%
Value ($000) $75 Shares 694 Est. Cost $47.89 Unrealized -0.3%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $74 Shares 714 Est. Cost $95.75 Unrealized +4.7%
Total S.A. ADR 0.0%
Value ($000) $74 Shares 1,259 Est. Cost $57.14 Unrealized
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $74 Shares 1,051 Est. Cost $70.46 Unrealized 0.0%
FTV Fortive Corp COMMON 0.0%
Value ($000) $74 Shares 1,085 Est. Cost $47.75 Unrealized +4.1%
CLH Clean Harbors Inc 0.0%
Value ($000) $72 Shares 508 Est. Cost $107.08 Unrealized +21.6%
PSX Phillips 66 0.0%
Value ($000) $72 Shares 712 Est. Cost $90.86 Unrealized +0.9%
TRV Travelers Cos Inc 0.0%
Value ($000) $72 Shares 419 Est. Cost $159.96 Unrealized +7.5%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $72 Shares 293 Est. Cost $208.85 Unrealized
XYZ Block Inc 0.0%
Value ($000) $70 Shares 1,026 Est. Cost $101.61 Unrealized -26.3%
HAL Halliburton Co Com 0.0%
Value ($000) $70 Shares 2,209 Est. Cost $24.54 Unrealized +41.2%
BALL Ball Corp Com 0.0%
Value ($000) $69 Shares 1,244 Est. Cost $62.04 Unrealized -14.0%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $68 Shares 922 Est. Cost $62.91 Unrealized
TIP Ishares Tr Tips Bd Etf 0.0%
Value ($000) $68 Shares 615 Est. Cost $108.03 Unrealized
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $68 Shares 2,081 Est. Cost $24.51 Unrealized
CRGY Crescent Energy Co 0.0%
Value ($000) $67 Shares 5,935 Est. Cost $14.10 Unrealized -28.3%
Tyco Connectivity LTD 0.0%
Value ($000) $65 Shares 498 Est. Cost $107.54 Unrealized
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $65 Shares 768 Est. Cost $74.91 Unrealized +5.3%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $62 Shares 613 Est. Cost $67.34 Unrealized
HPQ HP INC 0.0%
Value ($000) $60 Shares 2,038 Est. Cost $18.20 Unrealized +41.4%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $60 Shares 582 Est. Cost $110.09 Unrealized
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $60 Shares 835 Est. Cost $94.12 Unrealized
GINN Goldman Sachs Innovate Equity Etf 0.0%
Value ($000) $59 Shares 1,275 Est. Cost $33.95 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $59 Shares 648 Est. Cost $81.72 Unrealized +0.4%
MMM 3M Co Com 0.0%
Value ($000) $59 Shares 560 Est. Cost $112.43 Unrealized -24.5%
CI Cigna Group 0.0%
Value ($000) $55 Shares 217 Est. Cost $255.45 Unrealized +8.1%
EWH Ishares Msci Hong Kong Index Fund Etf 0.0%
Value ($000) $55 Shares 2,690 Est. Cost $18.22 Unrealized
APH Amphenol Corp New Class A 0.0%
Value ($000) $55 Shares 670 Est. Cost $37.76 Unrealized +1.9%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $54 Shares 1,325 Est. Cost $39.55 Unrealized +1.1%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $54 Shares 714 Est. Cost $67.78 Unrealized +5.5%
Arista Networks INC CORP COMMON 0.0%
Value ($000) $53 Shares 317 Est. Cost $133.42 Unrealized
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $53 Shares 1,213 Est. Cost $46.38 Unrealized
HYLN Hyliion Holdings Corp CLASS A COMMON 0.0%
Value ($000) $53 Shares 26,583 Est. Cost $9.21 Unrealized -69.8%
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $52 Shares 711 Est. Cost $56.16 Unrealized
IEP Icahn Enterprises Lp Unt 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $51.71 Unrealized
IBDR Ishares Ibonds Dec 2026 Term Corporate Etf Ishrs Ibnds Trm Corp 0.0%
Value ($000) $51 Shares 2,165 Est. Cost $26.33 Unrealized
OKE Oneok Inc New Com 0.0%
Value ($000) $51 Shares 805 Est. Cost $57.32 Unrealized 0.0%
Unilever PLC Spons ADR New 0.0%
Value ($000) $50 Shares 970 Est. Cost $52.11 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $50 Shares 794 Est. Cost $63.41 Unrealized
RRX Regal Rexnord Corp COMMON 0.0%
Value ($000) $49 Shares 351 Est. Cost $134.35 Unrealized +7.8%
STAG Stag Industrial INC Reit CORP COMMON 0.0%
Value ($000) $49 Shares 1,455 Est. Cost $33.86 Unrealized
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $48 Shares 1,146 Est. Cost $4.61 Unrealized
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $48 Shares 125 Est. Cost $260.84 Unrealized
Bank Of America Corp Boa 7.25 Sr L Non Cum Perp Cnv Prf 0.0%
Value ($000) $47 Shares 40 Est. Cost $1.15 Unrealized
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $47 Shares 93 Est. Cost $554.24 Unrealized -13.7%
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $46 Shares 674 Est. Cost $68.60 Unrealized
LQD Ishares Tr Ishares Iboxx Inv Gd Cor 0.0%
Value ($000) $46 Shares 420 Est. Cost $109.58 Unrealized
Reaves Utility Income Fund Cf 0.0%
Value ($000) $46 Shares 1,620 Est. Cost $28.38 Unrealized
CFR Cullen Frost BK Inc 0.0%
Value ($000) $45 Shares 428 Est. Cost $128.49 Unrealized -11.8%
AEE Ameren Corp Com 0.0%
Value ($000) $44 Shares 515 Est. Cost $73.36 Unrealized +6.4%
HSY The Hershey Company 0.0%
Value ($000) $43 Shares 169 Est. Cost $189.31 Unrealized +14.7%
LUV Southwest Airls Co Com 0.0%
Value ($000) $43 Shares 1,318 Est. Cost $39.90 Unrealized -20.2%
Berry Global Group INC CORP COMMON 0.0%
Value ($000) $43 Shares 728 Est. Cost $45.33 Unrealized
SYY Sysco Corp Com 0.0%
Value ($000) $43 Shares 553 Est. Cost $74.59 Unrealized -5.2%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $42 Shares 521 Est. Cost $82.96 Unrealized -10.3%
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $41 Shares 368 Est. Cost $67.11 Unrealized +51.9%
APTIV PLC 0.0%
Value ($000) $41 Shares 363 Est. Cost $124.21 Unrealized
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $40 Shares 750 Est. Cost $74.89 Unrealized
USB US Bancorp Del Com New 0.0%
Value ($000) $40 Shares 1,113 Est. Cost $41.55 Unrealized -7.0%
ROST Ross Stores Inc 0.0%
Value ($000) $40 Shares 378 Est. Cost $106.08 Unrealized +2.6%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $40 Shares 218 Est. Cost $178.76 Unrealized -1.6%
SYNA Synaptics Inc Common 0.0%
Value ($000) $40 Shares 357 Est. Cost $124.08 Unrealized -7.1%
PAYX Paychex Inc. Com 0.0%
Value ($000) $39 Shares 341 Est. Cost $104.18 Unrealized +0.1%
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $38 Shares 460 Est. Cost $70.73 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $38 Shares 186 Est. Cost $199.63 Unrealized
DAN Dana Holding Corp 0.0%
Value ($000) $38 Shares 2,494 Est. Cost $11.44 Unrealized +31.3%
MBB Ishares Mbs Etf 0.0%
Value ($000) $37 Shares 395 Est. Cost $108.86 Unrealized
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $37 Shares 256 Est. Cost $131.44 Unrealized +6.5%
PKG Packaging Corp Of America COMMON 0.0%
Value ($000) $37 Shares 267 Est. Cost $125.10 Unrealized 0.0%
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $37 Shares 250 Est. Cost $0.12 Unrealized
DAR Darling Ingredients INC CORP COMMON 0.0%
Value ($000) $36 Shares 623 Est. Cost $69.73 Unrealized -9.8%
IFLN Invesco Fundamental High Yield Corp Bd Etf Invsc Hg Yld Crp Bnd 0.0%
Value ($000) $36 Shares 2,070 Est. Cost $19.32 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $36 Shares 950 Est. Cost $36.04 Unrealized -3.9%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $36 Shares 340 Est. Cost $73.27 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $36 Shares 98 Est. Cost $354.11 Unrealized -11.5%
PSTG Pure Storage INC CLASS A CORP COMMON 0.0%
Value ($000) $36 Shares 1,392 Est. Cost $26.98 Unrealized 0.0%
CSX CSX Corp Com 0.0%
Value ($000) $35 Shares 1,185 Est. Cost $31.03 Unrealized -5.0%
SHY Ishares 1-3 Year Treasury Bond Etf Treasry 0.0%
Value ($000) $35 Shares 428 Est. Cost $82.43 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $35 Shares 1,174 Est. Cost $23.50 Unrealized +15.5%
TOTL SPDR Doubleline Cap Total Rtn ETF 0.0%
Value ($000) $35 Shares 845 Est. Cost $48.52 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $34 Shares 800 Est. Cost $12.97 Unrealized +213.2%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $34 Shares 642 Est. Cost $72.25 Unrealized -2.8%
KEYS Keysight Technologies INC CORP COMMON 0.0%
Value ($000) $33 Shares 205 Est. Cost $169.00 Unrealized +0.4%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $33 Shares 244 Est. Cost $125.24 Unrealized -6.2%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $32 Shares 388 Est. Cost $87.97 Unrealized -6.0%
FMS Fresenius Medical Care Ag & CO Kgaa ADR Reptg 0.5 CORP COMMON 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $21.26 Unrealized
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $32 Shares 101 Est. Cost $272.02 Unrealized +10.3%
GSL Global Ship Lease Inc 0.0%
Value ($000) $31 Shares 1,675 Est. Cost $22.81 Unrealized -18.1%
GD General Dynamics Corp Com 0.0%
Value ($000) $31 Shares 137 Est. Cost $150.40 Unrealized +44.8%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $31 Shares 228 Est. Cost $112.38 Unrealized +3.5%
Blackrock Muniyield Quality Fund Iii INC Cf 0.0%
Value ($000) $30 Shares 2,687 Est. Cost $11.34 Unrealized
Cohen & Steers Reit And Preferred Income Fund INC Prefer Cf 0.0%
Value ($000) $30 Shares 1,550 Est. Cost $28.39 Unrealized
PSA Public Storage Inc Com 0.0%
Value ($000) $30 Shares 100 Est. Cost $288.09 Unrealized -9.5%
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $30 Shares 1,711 Est. Cost $13.82 Unrealized +10.3%
WRBY Warby Parker INC CLASS A CORP COMMON 0.0%
Value ($000) $30 Shares 2,787 Est. Cost $13.70 Unrealized 0.0%
INSP Inspire Medical Systems INC CORP COMMON 0.0%
Value ($000) $29 Shares 126 Est. Cost $252.78 Unrealized 0.0%
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $29 Shares 1,220 Est. Cost $28.94 Unrealized -19.6%
MP Mp Materials Corp CLASS A COMMON 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $36.97 Unrealized -18.2%
PODD Insulet Corp COMMON 0.0%
Value ($000) $28 Shares 88 Est. Cost $296.41 Unrealized 0.0%
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $28 Shares 807 Est. Cost $37.05 Unrealized
NAT Nordic American Tanker Shippcom 0.0%
Value ($000) $28 Shares 7,000 Est. Cost $3.59 Unrealized 0.0%
Eaton Vance National Municipal Opportunities Trust Natnl Oppr Cf 0.0%
Value ($000) $27 Shares 1,543 Est. Cost $18.15 Unrealized
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $27 Shares 145 Est. Cost $168.66 Unrealized 0.0%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $27 Shares 100 Est. Cost $255.40 Unrealized 0.0%
IGF Ishares S&p Global Infrastructure Index Fund Etf 0.0%
Value ($000) $27 Shares 561 Est. Cost $41.00 Unrealized
ODFL Old Dominion Freight Line INC CORP COMMON 0.0%
Value ($000) $27 Shares 78 Est. Cost $135.79 Unrealized +21.3%
SVM Silvercorp Metals Inc 0.0%
Value ($000) $25 Shares 6,659 Est. Cost $3.04 Unrealized +8.1%
INCY Incyte Corp Common 0.0%
Value ($000) $25 Shares 351 Est. Cost $73.88 Unrealized +5.9%
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $25 Shares 126 Est. Cost $85.01 Unrealized -0.3%
EXR Extra Space Storage INC Reit CORP COMMON 0.0%
Value ($000) $25 Shares 152 Est. Cost $146.80 Unrealized -5.8%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $25 Shares 86 Est. Cost $237.44 Unrealized +13.8%
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $24 Shares 90 Est. Cost $238.65 Unrealized +3.9%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $24 Shares 411 Est. Cost $51.11 Unrealized +4.6%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $23 Shares 885 Est. Cost $21.47 Unrealized
TDY Teledyne Technologies 0.0%
Value ($000) $23 Shares 51 Est. Cost $423.68 Unrealized 0.0%
MET Metlife Inc Com 0.0%
Value ($000) $22 Shares 386 Est. Cost $58.71 Unrealized +5.2%
WM Waste Mgmt Inc Del Com 0.0%
Value ($000) $22 Shares 137 Est. Cost $106.98 Unrealized +36.8%
NTAP Netapp Inc Com 0.0%
Value ($000) $22 Shares 343 Est. Cost $77.30 Unrealized -21.7%
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $22 Shares 87 Est. Cost $315.25 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $22 Shares 114 Est. Cost $169.81 Unrealized
MDLZ Mondelez International Cl A 0.0%
Value ($000) $21 Shares 307 Est. Cost $57.27 Unrealized +6.7%
Fisker Inc 0.0%
Value ($000) $21 Shares 3,423 Est. Cost $18.00 Unrealized
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value ($000) $20 Shares 103 Est. Cost $213.73 Unrealized 0.0%
ROL Rollins INC CORP COMMON 0.0%
Value ($000) $20 Shares 537 Est. Cost $34.54 Unrealized +0.6%
ATO ATMOS Energy Corp 0.0%
Value ($000) $20 Shares 179 Est. Cost $105.88 Unrealized 0.0%
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value ($000) $20 Shares 529 Est. Cost $37.94 Unrealized
RYLD Global X Russell 2000 Covered Call Etf Cvred 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $9.80 Unrealized
XMYDX Blackrock Muniyield Fund Inc Cf 0.0%
Value ($000) $20 Shares 1,836 Est. Cost $12.80 Unrealized
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $20 Shares 224 Est. Cost $93.61 Unrealized -13.3%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $19 Shares 293 Est. Cost $68.03 Unrealized -10.2%
IGSB Ishares Tr 1-3 Yr Cr Bd Etf 0.0%
Value ($000) $18 Shares 364 Est. Cost $50.54 Unrealized
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $18 Shares 44 Est. Cost $409.49 Unrealized -1.2%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $18 Shares 195 Est. Cost $113.75 Unrealized
EXI Ishares Global Industrials Etf 0.0%
Value ($000) $17 Shares 149 Est. Cost $114.15 Unrealized
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $17 Shares 159 Est. Cost $86.15 Unrealized
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $16 Shares 107 Est. Cost $155.74 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $16 Shares 1,029 Est. Cost $12.25 Unrealized +18.1%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $16 Shares 358 Est. Cost $42.41 Unrealized +1.6%
F Ford Mtr Co Del 0.0%
Value ($000) $16 Shares 1,289 Est. Cost $10.78 Unrealized -5.3%
CMRE Costamare Inc 0.0%
Value ($000) $16 Shares 1,680 Est. Cost $11.33 Unrealized -19.9%
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $16 Shares 84 Est. Cost $154.76 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $15 Shares 255 Est. Cost $58.52 Unrealized +3.8%
Nuveen Dow 30sm Dynamic Overwrite Fund Ovrwrt Cf 0.0%
Value ($000) $15 Shares 1,046 Est. Cost $18.00 Unrealized
AAAU Goldman Sachs Physical Gold Etf 0.0%
Value ($000) $15 Shares 785 Est. Cost $15.40 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $15 Shares 676 Est. Cost $50.07 Unrealized -50.5%
TLT Ishares 20 Year Treasury Bond Etf Pls Bnd 0.0%
Value ($000) $14 Shares 134 Est. Cost $104.48 Unrealized
ALGN Align Technology INC CORP COMMON 0.0%
Value ($000) $14 Shares 41 Est. Cost $293.19 Unrealized +0.6%
ALNY Alnylam Pharmaceuticals Inc Common 0.0%
Value ($000) $13 Shares 66 Est. Cost $210.20 Unrealized 0.0%
Tekla World Healthcare Fund Cf 0.0%
Value ($000) $13 Shares 950 Est. Cost $13.74 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $13 Shares 104 Est. Cost $115.08 Unrealized -2.7%
CINF Cincinnati Financial Corp COMMON 0.0%
Value ($000) $13 Shares 115 Est. Cost $94.86 Unrealized +11.1%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $12 Shares 822 Est. Cost $14.93 Unrealized -4.7%
DLN Wisdomtree US Largecap Dividend Fund Etf 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
C Citigroup Inc Com New 0.0%
Value ($000) $12 Shares 256 Est. Cost $51.01 Unrealized -13.2%
ING ING Groep NV Spons ADR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.00 Unrealized
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $12 Shares 234 Est. Cost $46.57 Unrealized -1.6%
EL Lauder Estee Cos Inc Class A 0.0%
Value ($000) $11 Shares 46 Est. Cost $244.78 Unrealized -1.7%
OII Oceaneering International INC CORP COMMON 0.0%
Value ($000) $11 Shares 640 Est. Cost $19.28 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $11 Shares 83 Est. Cost $101.26 Unrealized +16.1%
EMN Eastman Chemical CO CORP COMMON 0.0%
Value ($000) $11 Shares 129 Est. Cost $93.11 Unrealized -17.8%
LNG Cheniere Energy INC CORP COMMON 0.0%
Value ($000) $11 Shares 69 Est. Cost $152.73 Unrealized -1.1%
SPYD Spdr Portfolio S&p 500 High Dividend Etf 0.0%
Value ($000) $11 Shares 281 Est. Cost $35.59 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value ($000) $11 Shares 190 Est. Cost $63.06 Unrealized -19.8%
LYB Lyondellbasell Industries 0.0%
Value ($000) $11 Shares 113 Est. Cost $68.21 Unrealized +11.8%
ALB Albemarle Corp COMMON 0.0%
Value ($000) $11 Shares 48 Est. Cost $235.72 Unrealized 0.0%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $10 Shares 163 Est. Cost $63.78 Unrealized -5.3%
NRG NRG Energy Inc 0.0%
Value ($000) $10 Shares 297 Est. Cost $36.49 Unrealized -15.4%
WSO Watsco INC CORP COMMON 0.0%
Value ($000) $10 Shares 32 Est. Cost $280.42 Unrealized +4.8%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $10 Shares 46 Est. Cost $246.39 Unrealized -12.0%
BCE BCE Inc Com New 0.0%
Value ($000) $10 Shares 215 Est. Cost $37.13 Unrealized -2.8%
XLP Select Sec Amex Consumer Staples 0.0%
Value ($000) $9 Shares 127 Est. Cost $70.87 Unrealized
ON On Semiconductor Corp COMMON 0.0%
Value ($000) $9 Shares 115 Est. Cost $75.97 Unrealized 0.0%
GUSH Direxion Shares ETF Trust 0.0%
Value ($000) $9 Shares 73 Est. Cost $123.29 Unrealized
EBAY Ebay Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.33 Unrealized -23.1%
ET Energy Transfer Partners LP 0.0%
Value ($000) $9 Shares 705 Est. Cost $7.09 Unrealized
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $9 Shares 41 Est. Cost $167.18 Unrealized +29.6%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $9 Shares 92 Est. Cost $108.70 Unrealized
FREL Fidelity Msci Real Estate Index Etf 0.0%
Value ($000) $9 Shares 342 Est. Cost $0.02 Unrealized
PFLT Pennantpark Floating Rate Capital Ltd Capita CORP COMMON 0.0%
Value ($000) $8 Shares 800 Est. Cost $8.22 Unrealized -6.5%
RPM RPM Intl Inc Common 0.0%
Value ($000) $8 Shares 96 Est. Cost $85.82 Unrealized +2.1%
BCPC Balchem Corp COMMON 0.0%
Value ($000) $8 Shares 66 Est. Cost $129.11 Unrealized -1.5%
CF CF Industries Holdings, Inc 0.0%
Value ($000) $8 Shares 115 Est. Cost $94.52 Unrealized -19.2%
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value ($000) $8 Shares 10 Est. Cost $642.22 Unrealized +16.8%
GPN Global Payments INC CORP COMMON 0.0%
Value ($000) $8 Shares 77 Est. Cost $105.97 Unrealized -0.7%
Eaton Vance Tax-managed Global Diversified Equity Income Fund Tax Man Gl Div Eq INC Cf 0.0%
Value ($000) $8 Shares 1,020 Est. Cost $6.86 Unrealized
SNA Snap On Inc Common 0.0%
Value ($000) $8 Shares 32 Est. Cost $194.86 Unrealized +16.1%
DEM Wisdomtree Emerging Markets High Dividend Fund Emrg Mrkt Hg Div Etf 0.0%
Value ($000) $8 Shares 207 Est. Cost $33.82 Unrealized
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $8 Shares 14 Est. Cost $486.15 Unrealized +5.2%
Guaranty Bancshares Inc 0.0%
Value ($000) $8 Shares 275 Est. Cost $25.12 Unrealized
GM General Motors Co 0.0%
Value ($000) $7 Shares 204 Est. Cost $36.59 Unrealized +0.2%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $7 Shares 47 Est. Cost $148.94 Unrealized
GSK GSK PLC ADR 0.0%
Value ($000) $7 Shares 207 Est. Cost $0.04 Unrealized
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $9.70 Unrealized -54.8%
DHI D R Horton Inc 0.0%
Value ($000) $7 Shares 72 Est. Cost $77.70 Unrealized +19.4%
AFL AFLAC Inc Com 0.0%
Value ($000) $7 Shares 108 Est. Cost $60.49 Unrealized +6.2%
INVH Invitation Homes INC CORP COMMON 0.0%
Value ($000) $7 Shares 214 Est. Cost $35.88 Unrealized -21.5%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $47.78 Unrealized
Blackrock Muniassets Fund INC Cf 0.0%
Value ($000) $7 Shares 630 Est. Cost $12.70 Unrealized
MPT Medical Properties Trust INC Reit CORP COMMON 0.0%
Value ($000) $7 Shares 800 Est. Cost $8.22 Unrealized
SUPN Supernus Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $6 Shares 176 Est. Cost $34.75 Unrealized +10.6%
OLED Universal Display Corp COMMON 0.0%
Value ($000) $6 Shares 40 Est. Cost $123.72 Unrealized +5.4%
AVB Avalonbay Communities Inc 0.0%
Value ($000) $6 Shares 35 Est. Cost $205.02 Unrealized -25.1%
MSM Msc Indl Direct Inc. Cl A 0.0%
Value ($000) $6 Shares 70 Est. Cost $84.91 Unrealized -2.4%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.81 Unrealized
FLEX Flex Ltd CORP COMMON 0.0%
Value ($000) $6 Shares 252 Est. Cost $17.30 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value ($000) $5 Shares 125 Est. Cost $39.06 Unrealized -4.2%
IT Gartner INC CORP COMMON 0.0%
Value ($000) $5 Shares 16 Est. Cost $267.52 Unrealized +23.6%
BMBL Bumble INC CLASS A CORP COMMON 0.0%
Value ($000) $5 Shares 263 Est. Cost $67.36 Unrealized -66.5%
CMI Cummins Inc 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.05 Unrealized +7.5%
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $5 Shares 20 Est. Cost $232.57 Unrealized -0.1%
SUI Sun Communities INC Reit CORP COMMON 0.0%
Value ($000) $5 Shares 34 Est. Cost $176.47 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $5 Shares 12 Est. Cost $142.60 Unrealized +185.9%
GPC Genuine Parts Co Com 0.0%
Value ($000) $5 Shares 28 Est. Cost $142.83 Unrealized +8.5%
SRE Sempra Energy CORP COMMON 0.0%
Value ($000) $5 Shares 30 Est. Cost $61.47 Unrealized +13.5%
REM Ishares Mortgage Real Estate Etf 0.0%
Value ($000) $4 Shares 205 Est. Cost $20.71 Unrealized
BRKR Bruker Corp COMMON 0.0%
Value ($000) $4 Shares 52 Est. Cost $71.41 Unrealized 0.0%
ARKK Ark Innovation Etf 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.34 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $209.26 Unrealized -8.2%
MCK McKesson Corp Com 0.0%
Value ($000) $4 Shares 11 Est. Cost $341.28 Unrealized +4.4%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
HXL Hexcel Corp COMMON 0.0%
Value ($000) $4 Shares 57 Est. Cost $67.84 Unrealized 0.0%
ARCC Ares Capital Corp COMMON 0.0%
Value ($000) $4 Shares 205 Est. Cost $13.21 Unrealized +8.5%
CE Celanese Corp Series A 0.0%
Value ($000) $4 Shares 34 Est. Cost $98.11 Unrealized +12.7%
STE Steris Plc CORP COMMON 0.0%
Value ($000) $4 Shares 19 Est. Cost $188.38 Unrealized 0.0%
PEG Public Service Enterprise Gr 0.0%
Value ($000) $4 Shares 58 Est. Cost $58.02 Unrealized -5.4%
M Macys Inc Common 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.71 Unrealized +19.5%
CME CME Group Inc 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.17 Unrealized -2.5%
WRB W R Berkley Corp Wr COMMON 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.00 Unrealized +4.0%
Brookfield Renewable Corp CLASS A COMMON 0.0%
Value ($000) $3 Shares 97 Est. Cost $41.24 Unrealized
BIO Bio Rad Laboratories INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 7 Est. Cost $468.12 Unrealized 0.0%
WU The Western Union Co 0.0%
Value ($000) $3 Shares 300 Est. Cost $20.25 Unrealized
BLD Topbuild Corp COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $193.38 Unrealized 0.0%
SPYV Spdr Portfolio S&p 500 Value Etf 0.0%
Value ($000) $3 Shares 80 Est. Cost $0.04 Unrealized
Proshares Tr 0.0%
Value ($000) $3 Shares 240 Est. Cost $23.55 Unrealized
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $3 Shares 21 Est. Cost $205.60 Unrealized -19.8%
MCHP Microchip Technology Inc Common 0.0%
Value ($000) $3 Shares 38 Est. Cost $60.65 Unrealized +22.5%
CIEN Ciena Corp COMMON 0.0%
Value ($000) $3 Shares 60 Est. Cost $49.29 Unrealized +1.3%
APP Applovin Corp CLASS A COMMON 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.67 Unrealized -10.6%
WAT Waters Corp COMMON 0.0%
Value ($000) $3 Shares 10 Est. Cost $319.20 Unrealized +1.3%
MTD Mettler-toledo International INC Mettler Toledo CORP COMMON 0.0%
Value ($000) $3 Shares 2 Est. Cost $1354.34 Unrealized +10.9%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $3 Shares 52 Est. Cost $1.13 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $3 Shares 101 Est. Cost $26.78 Unrealized +1.1%
AWK American Water Works Company INC CORP COMMON 0.0%
Value ($000) $3 Shares 20 Est. Cost $138.91 Unrealized 0.0%
AME Ametek INC CORP COMMON 0.0%
Value ($000) $3 Shares 20 Est. Cost $117.19 Unrealized +19.0%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.01 Unrealized
EFAV Ishares Msci Eafe Min Vol Factor Etf Eaf Fct 0.0%
Value ($000) $3 Shares 42 Est. Cost $0.07 Unrealized
LITE Lumentum Holdings INC CORP COMMON 0.0%
Value ($000) $3 Shares 52 Est. Cost $56.45 Unrealized -1.2%
TTEK Tetra Tech INC CORP COMMON 0.0%
Value ($000) $3 Shares 19 Est. Cost $28.89 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $125.44 Unrealized +14.2%
NTR Nutrien LTD 0.0%
Value ($000) $3 Shares 37 Est. Cost $73.42 Unrealized -4.7%
CMS CMS Energy Corp 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.05 Unrealized -5.0%
MMS Maximus INC CORP COMMON 0.0%
Value ($000) $3 Shares 34 Est. Cost $77.00 Unrealized 0.0%
DLR Digital Realty Trust INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 27 Est. Cost $94.27 Unrealized +1.1%
SBAC SBA Communications Corp CLASS A Reit COMMON 0.0%
Value ($000) $3 Shares 10 Est. Cost $261.55 Unrealized -0.2%
MKC Mccormick & Company INC CORP COMMON 0.0%
Value ($000) $2 Shares 30 Est. Cost $73.23 Unrealized -2.9%
BAX Baxter Intl Inc Com 0.0%
Value ($000) $2 Shares 61 Est. Cost $51.21 Unrealized -23.0%
EFX Equifax Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $191.11 Unrealized +6.7%
MRVL Marvell Technology INC CORP COMMON 0.0%
Value ($000) $2 Shares 56 Est. Cost $40.68 Unrealized +2.4%
XYL Xylem Inc 0.0%
Value ($000) $2 Shares 23 Est. Cost $100.91 Unrealized 0.0%
ORI Old Republic International Corp COMMON 0.0%
Value ($000) $2 Shares 93 Est. Cost $17.40 Unrealized +17.4%
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $2 Shares 34 Est. Cost $85.41 Unrealized -24.7%
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $2 Shares 100 Est. Cost $0.02 Unrealized
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $545.34 Unrealized -31.5%
TREX Trex Company INC CORP COMMON 0.0%
Value ($000) $2 Shares 44 Est. Cost $50.58 Unrealized 0.0%
SCHC Schwab International Small Cap Equity Etf Internatnal Eqy 0.0%
Value ($000) $2 Shares 58 Est. Cost $0.03 Unrealized
JEF Jefferies Financial Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 61 Est. Cost $27.19 Unrealized +21.4%
O Realty Income Corp 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.30 Unrealized -3.8%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value ($000) $2 Shares 70 Est. Cost $37.13 Unrealized -20.8%
ILMN Illumina Inc Common 0.0%
Value ($000) $2 Shares 8 Est. Cost $197.84 Unrealized +3.4%
DMTKQ Dermtech Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $13.33 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $2 Shares 45 Est. Cost $43.54 Unrealized -12.6%
Wolfspeed INC CORP COMMON 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.96 Unrealized
HEI Heico Corp COMMON 0.0%
Value ($000) $2 Shares 10 Est. Cost $155.70 Unrealized +8.1%
PHG Koninklijke Philips Electrs Sp ADR New2000 0.0%
Value ($000) $2 Shares 82 Est. Cost $18.35 Unrealized
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $198.26 Unrealized +12.3%
TDG Transdigm Group INC CORP COMMON 0.0%
Value ($000) $1 Shares 2 Est. Cost $502.76 Unrealized +21.5%
CLX Clorox Co Del Com 0.0%
Value ($000) $1 Shares 9 Est. Cost $165.03 Unrealized -17.4%
WLK Westlake Corp COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $95.20 Unrealized +14.9%
TEAM Atlassian Corp CLASS A COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.19 Unrealized +0.2%
DOC Healthpeak Properties INC CORP COMMON 0.0%
Value ($000) $1 Shares 61 Est. Cost $20.11 Unrealized +3.1%
HUN Huntsman Corp COMMON 0.0%
Value ($000) $1 Shares 47 Est. Cost $28.11 Unrealized +6.0%
Tellurian INC CORP COMMON 0.0%
Value ($000) $1 Shares 952 Est. Cost $4.02 Unrealized
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 111 Est. Cost $36.04 Unrealized
Mdc Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.48 Unrealized +14.7%
WCN Waste Connections Inc Common 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.29 Unrealized -2.0%
NSP Insperity INC CORP COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.17 Unrealized +3.7%
NUE Nucor Corp COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $119.11 Unrealized +27.9%
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.59 Unrealized +1.3%
HIW Highwoods Properties INC Prop 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
LKQ Lkq Corp COMMON 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.50 Unrealized +7.0%
IP Intl Paper Co Com 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.99 Unrealized +8.4%
MHO M/i Homes INC M I CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.95 Unrealized +34.1%
Nikola Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $20.00 Unrealized
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $1 Shares 3 Est. Cost $182.84 Unrealized -2.8%
COIN Coinbase Global INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $59.88 Unrealized 0.0%
GXO Gxo Logistics INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $40.10 Unrealized +24.1%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.52 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $156.07 Unrealized -3.3%
IPGP IPG Photonics Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.69 Unrealized +29.2%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 35 Est. Cost $41.77 Unrealized -64.5%
XBI Spdr S&p Biotech Etf 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.17 Unrealized
FHN First Horizon Corp COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.53 Unrealized -7.7%
ASO Academy Sports And Outdoors INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.49 Unrealized +23.7%
CNC Centene Corp Del Common 0.0%
Value ($000) $0 Shares 6 Est. Cost $89.37 Unrealized -20.6%
TRU Transunion CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.59 Unrealized +11.8%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.17 Unrealized +5.2%
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.83 Unrealized -2.6%
MTSI Macom Technology Solutions Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.45 Unrealized +8.2%
TRUP Trupanion INC CORP COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.05 Unrealized +3.9%
WDC Western Digital Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.28 Unrealized +11.2%
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
Heska Corp COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
ESNT Essent Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.95 Unrealized +8.9%
BIIB Biogen Idec Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $274.36 Unrealized +0.9%
RHP Ryman Hospitality Properties INC Prop Reit CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
HST Host Hotels & Resorts INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 16 Est. Cost $14.65 Unrealized -0.7%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.54 Unrealized +22.9%
JBTM John Bean Technologies Corp COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.48 Unrealized +15.7%
ARMK Aramark CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.53 Unrealized +3.4%
AVNT Avient Corp COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.16 Unrealized +22.2%
RXO Rxo INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.74 Unrealized +8.2%
Sapiens International Corporation Nv CORP COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
UMH Umh Properties INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
PAGP Plains Gp Holdings Lp CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.50 Unrealized -2.7%
LBRDK Liberty Broadband Corp Srs C COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.15 Unrealized +6.1%
DXPE DXP Enterprises Inc - New 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.58 Unrealized +8.4%
AMWD American Woodmark Corp COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.64 Unrealized +9.0%
EPR Epr Properties Reit CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
GKOS Glaukos Corp COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.32 Unrealized -1.6%
Physicians Realty Trust Reit CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
HCSG Healthcare Services Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.20 Unrealized -0.3%
EXEL Exelixis INC CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $16.31 Unrealized +6.8%
NWL Newell Brands Inc Common 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.84 Unrealized +5.0%
EMBC Embecta Corp COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.35 Unrealized 0.0%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.05 Unrealized +7.1%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.62 Unrealized -0.6%
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -0.2%
Tupperware Brands Corp COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
Tarena International INC Intrntl ADR Rep CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized