AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 12, 2023

Total Value ($000): $594,299 (100.0% shares, 0.0% debt)

Holdings (576)

AAPL Apple Computer Inc 5.5%
Value ($000) $32,814 Shares 169,171 Est. Cost $104.47 Unrealized +64.7%
MSFT Microsoft Corp Com 5.4%
Value ($000) $32,222 Shares 94,621 Est. Cost $126.33 Unrealized +143.2%
GSSC GS ActiveBeta US Small Cap 4.9%
Value ($000) $29,020 Shares 502,592 Est. Cost $42.72 Unrealized
AMZN Amazon Com Inc 4.2%
Value ($000) $25,129 Shares 192,768 Est. Cost $116.49 Unrealized -2.0%
GOOGL Alphabet Inc 4.2%
Value ($000) $25,020 Shares 209,021 Est. Cost $104.58 Unrealized +9.2%
BRK/B Berkshire Hathaway Inc Cl B New 2.7%
Value ($000) $15,972 Shares 46,839 Est. Cost $189.91 Unrealized +71.9%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.5%
Value ($000) $14,889 Shares 474,931 Est. Cost $29.05 Unrealized
JNJ Johnson & Johnson Com 2.4%
Value ($000) $14,246 Shares 86,070 Est. Cost $117.06 Unrealized +27.2%
LMT Lockheed Martin Corp 2.2%
Value ($000) $13,054 Shares 28,354 Est. Cost $343.48 Unrealized +25.6%
WMT Wal Mart Stores Inc Com 2.1%
Value ($000) $12,190 Shares 77,556 Est. Cost $29.51 Unrealized +65.9%
COST Costco Wholesale Corp COMMON 1.9%
Value ($000) $11,105 Shares 20,626 Est. Cost $261.04 Unrealized +86.6%
CVX Chevron Corp New Com 1.8%
Value ($000) $10,923 Shares 69,418 Est. Cost $82.89 Unrealized +72.8%
ACN Accenture Plc, Dublin Shsclass A 1.8%
Value ($000) $10,789 Shares 34,963 Est. Cost $143.90 Unrealized +94.4%
PG Procter & Gamble Co Com 1.7%
Value ($000) $10,397 Shares 68,516 Est. Cost $112.22 Unrealized +25.9%
HD Home Depot Inc Com 1.7%
Value ($000) $9,921 Shares 31,938 Est. Cost $224.66 Unrealized +23.0%
UNH Unitedhealth Group Inc Com 1.7%
Value ($000) $9,849 Shares 20,492 Est. Cost $175.97 Unrealized +164.2%
SYK Stryker Corp Com 1.6%
Value ($000) $9,770 Shares 32,022 Est. Cost $196.40 Unrealized +43.3%
ROP Roper Industries Inc 1.6%
Value ($000) $9,594 Shares 19,955 Est. Cost $296.58 Unrealized +50.2%
V VISA Inc 1.6%
Value ($000) $9,573 Shares 40,310 Est. Cost $122.00 Unrealized +84.0%
AVGO Broadcom Inc 1.6%
Value ($000) $9,492 Shares 10,943 Est. Cost $26.56 Unrealized +158.8%
UNP Union Pac Corp Com 1.5%
Value ($000) $8,964 Shares 43,806 Est. Cost $145.30 Unrealized +28.7%
LIN Linde Plc CORP COMMON 1.4%
Value ($000) $8,290 Shares 21,754 Est. Cost $352.36 Unrealized +0.2%
FISV Fiserv Inc Common 1.4%
Value ($000) $8,200 Shares 65,004 Est. Cost $92.30 Unrealized +27.5%
AZO Autozone INC CORP COMMON 1.3%
Value ($000) $8,006 Shares 3,211 Est. Cost $1450.23 Unrealized +75.9%
ABBV Abbvie Inc 1.2%
Value ($000) $7,306 Shares 54,230 Est. Cost $91.11 Unrealized +46.7%
JPM JPMorgan Chase & Co Com 1.2%
Value ($000) $7,267 Shares 49,964 Est. Cost $83.30 Unrealized +55.6%
CAT Caterpillar Inc Del Com 1.2%
Value ($000) $7,243 Shares 29,436 Est. Cost $170.45 Unrealized +25.4%
VLO Valero Energy Corp New Com 1.2%
Value ($000) $7,112 Shares 60,629 Est. Cost $53.90 Unrealized +98.9%
NEE Nextera Energy Inc 1.2%
Value ($000) $7,068 Shares 95,253 Est. Cost $62.41 Unrealized +12.2%
VZ Verizon Communications Com 1.2%
Value ($000) $7,020 Shares 188,747 Est. Cost $34.30 Unrealized -9.0%
MDT Medtronic Plc, Dublin Shs 1.2%
Value ($000) $7,009 Shares 79,554 Est. Cost $73.43 Unrealized +8.1%
PFE Pfizer Inc Com 1.2%
Value ($000) $6,968 Shares 189,959 Est. Cost $27.08 Unrealized +22.7%
KLAC KLA-Tencor Corp Common 1.1%
Value ($000) $6,783 Shares 13,985 Est. Cost $128.77 Unrealized +216.7%
AMAT Applied Materials INC Material CORP COMMON 1.0%
Value ($000) $6,153 Shares 42,570 Est. Cost $65.27 Unrealized +87.3%
INTU Intuit Common 1.0%
Value ($000) $6,091 Shares 13,294 Est. Cost $394.49 Unrealized +9.2%
AMGN Amgen Inc Com 1.0%
Value ($000) $6,052 Shares 27,260 Est. Cost $181.36 Unrealized +17.8%
MAR Marriott International INC CLASS A CORP COMMON 1.0%
Value ($000) $6,041 Shares 32,885 Est. Cost $164.30 Unrealized +2.8%
TGT Target Corp Com 1.0%
Value ($000) $6,034 Shares 45,748 Est. Cost $109.41 Unrealized +23.4%
BA Boeing Co Com 1.0%
Value ($000) $5,776 Shares 27,353 Est. Cost $156.31 Unrealized +32.9%
Laboratory Corp Amer Hldgs Com New 0.9%
Value ($000) $5,304 Shares 21,978 Est. Cost $167.76 Unrealized
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.8%
Value ($000) $5,022 Shares 167,945 Est. Cost $34.15 Unrealized
XOM Exxon Mobil Corp Com 0.8%
Value ($000) $4,841 Shares 45,135 Est. Cost $72.61 Unrealized +37.2%
DIA SPDR Dow Jones Indl Average 0.8%
Value ($000) $4,646 Shares 13,513 Est. Cost $345.79 Unrealized
SPY SPDR Tr Unit Ser 1 0.8%
Value ($000) $4,640 Shares 10,468 Est. Cost $361.76 Unrealized
LLY Lilly Eli & Co Com 0.7%
Value ($000) $4,341 Shares 9,256 Est. Cost $164.23 Unrealized +150.5%
DIS Disney Walt Co Com 0.7%
Value ($000) $4,235 Shares 47,433 Est. Cost $99.69 Unrealized -7.2%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.7%
Value ($000) $4,102 Shares 46,990 Est. Cost $60.25 Unrealized
BRK/A Berkshire Hathaway Inc Del Cl A 0.4%
Value ($000) $2,589 Shares 5 Est. Cost $199512.94 Unrealized +149.5%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.4%
Value ($000) $2,373 Shares 35,985 Est. Cost $49.50 Unrealized
MRK Merck & Co Inc New 0.4%
Value ($000) $2,348 Shares 20,347 Est. Cost $84.52 Unrealized +23.6%
TXN Texas Instrs Inc Com 0.4%
Value ($000) $2,344 Shares 13,019 Est. Cost $134.25 Unrealized +18.5%
ORCL Oracle Corp Com 0.4%
Value ($000) $2,318 Shares 19,463 Est. Cost $69.00 Unrealized +45.5%
ADBE Adobe Sys Inc Com 0.4%
Value ($000) $2,259 Shares 4,620 Est. Cost $333.66 Unrealized +20.7%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $2,230 Shares 43,105 Est. Cost $37.57 Unrealized +21.1%
NVDA Nvidia Corp 0.4%
Value ($000) $2,177 Shares 5,147 Est. Cost $18.35 Unrealized +80.8%
MSI Motorola Solutions Inc Com New 0.4%
Value ($000) $2,105 Shares 7,178 Est. Cost $184.53 Unrealized +50.7%
APD Air Products & Chemicals Inc 0.4%
Value ($000) $2,090 Shares 6,977 Est. Cost $264.92 Unrealized +0.1%
ITW Illinois Works Inc Com 0.3%
Value ($000) $2,059 Shares 8,231 Est. Cost $170.44 Unrealized +28.9%
CL Colgate Palmolive Co Com 0.3%
Value ($000) $1,978 Shares 25,669 Est. Cost $65.57 Unrealized +11.2%
YUM Yum Brands Inc Com 0.3%
Value ($000) $1,878 Shares 13,552 Est. Cost $108.46 Unrealized +18.8%
ALB Albemarle Corp COMMON 0.3%
Value ($000) $1,764 Shares 7,907 Est. Cost $196.27 Unrealized -0.1%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $1,746 Shares 4,725 Est. Cost $301.78 Unrealized
ADP Automatic Data Processing Incom 0.3%
Value ($000) $1,577 Shares 7,173 Est. Cost $154.00 Unrealized +32.0%
CTAS Cintas Corp Common 0.3%
Value ($000) $1,542 Shares 3,103 Est. Cost $95.67 Unrealized +19.9%
AOS A O Smith Corp COMMON 0.3%
Value ($000) $1,526 Shares 20,973 Est. Cost $49.59 Unrealized +31.8%
FAST Fastenal CO CORP COMMON 0.2%
Value ($000) $1,477 Shares 25,036 Est. Cost $17.31 Unrealized +48.3%
PEP Pepsico Inc Com 0.2%
Value ($000) $1,294 Shares 6,986 Est. Cost $117.11 Unrealized +45.6%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $1,256 Shares 5,567 Est. Cost $170.18 Unrealized +16.2%
NKE Nike Inc Cl B 0.2%
Value ($000) $1,211 Shares 10,975 Est. Cost $110.94 Unrealized +0.4%
ABT Abbott Labs Com 0.2%
Value ($000) $1,207 Shares 11,068 Est. Cost $96.13 Unrealized +5.5%
TSCO Tractor Supply Co Com 0.2%
Value ($000) $1,183 Shares 5,351 Est. Cost $39.56 Unrealized +10.6%
MA Mastercard Inc 0.2%
Value ($000) $1,130 Shares 2,873 Est. Cost $327.44 Unrealized +13.0%
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $1,128 Shares 9,325 Est. Cost $97.01 Unrealized +18.4%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $1,074 Shares 9,022 Est. Cost $134.87 Unrealized -19.7%
MCD McDonalds Corp Com 0.2%
Value ($000) $1,047 Shares 3,508 Est. Cost $142.70 Unrealized +91.4%
GRMN Garmin LTD 0.2%
Value ($000) $1,015 Shares 9,735 Est. Cost $101.15 Unrealized -4.1%
DPZ Domino's Pizza INC Dominos CORP COMMON 0.2%
Value ($000) $993 Shares 2,948 Est. Cost $388.36 Unrealized -21.8%
COP Conocophillips Com 0.2%
Value ($000) $991 Shares 9,564 Est. Cost $91.13 Unrealized +3.7%
RMD Resmed INC CORP COMMON 0.2%
Value ($000) $959 Shares 4,388 Est. Cost $213.37 Unrealized +1.9%
FANG Diamondback Energy INC CORP COMMON 0.2%
Value ($000) $952 Shares 7,244 Est. Cost $116.16 Unrealized +4.1%
KO Coca Cola Co Com 0.2%
Value ($000) $923 Shares 15,331 Est. Cost $46.44 Unrealized +23.5%
RHI Robert Half International Inc 0.2%
Value ($000) $915 Shares 12,164 Est. Cost $70.07 Unrealized +1.9%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.2%
Value ($000) $898 Shares 3,433 Est. Cost $218.40 Unrealized
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $877 Shares 12,398 Est. Cost $87.39 Unrealized
OTIS Otis Worldwide Corp COMMON 0.1%
Value ($000) $848 Shares 9,528 Est. Cost $80.18 Unrealized +0.6%
EOG EOG Resources Inc Com 0.1%
Value ($000) $833 Shares 7,280 Est. Cost $106.13 Unrealized -1.6%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $828 Shares 32,738 Est. Cost $22.09 Unrealized +3.2%
BNDX Vanguard Total Intl Bond Index ETF 0.1%
Value ($000) $818 Shares 16,740 Est. Cost $50.31 Unrealized
SWKS Skyworks Solutions Inc Common 0.1%
Value ($000) $802 Shares 7,248 Est. Cost $149.72 Unrealized -35.4%
MAS Masco Corp COMMON 0.1%
Value ($000) $777 Shares 13,536 Est. Cost $55.52 Unrealized -10.1%
ALLE Allegion Plc CORP COMMON 0.1%
Value ($000) $776 Shares 6,468 Est. Cost $107.98 Unrealized -2.2%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $775 Shares 9,078 Est. Cost $55.85 Unrealized
PNR Pentair PLC 0.1%
Value ($000) $728 Shares 11,273 Est. Cost $51.36 Unrealized +8.9%
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $706 Shares 3,217 Est. Cost $187.58 Unrealized +8.3%
DVN Devon Energy Corp New Com 0.1%
Value ($000) $694 Shares 14,358 Est. Cost $49.39 Unrealized -8.0%
CRM Salesforce INC CORP COMMON 0.1%
Value ($000) $673 Shares 3,185 Est. Cost $160.94 Unrealized +25.3%
AXP American Express Co Com 0.1%
Value ($000) $667 Shares 3,828 Est. Cost $149.61 Unrealized +4.4%
IWB Ishares Russell 1000 Index Fund Etf 0.1%
Value ($000) $651 Shares 2,672 Est. Cost $250.00 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $649 Shares 2,706 Est. Cost $228.66 Unrealized -8.7%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.1%
Value ($000) $590 Shares 4,376 Est. Cost $103.98 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $590 Shares 2,934 Est. Cost $147.48 Unrealized +15.5%
UPS United Parcel Service 0.1%
Value ($000) $582 Shares 3,245 Est. Cost $145.75 Unrealized +6.0%
IWN CEF Ishares Russell 2000 Value 0.1%
Value ($000) $579 Shares 4,110 Est. Cost $137.02 Unrealized
BAC Bank of America Corporation Com 0.1%
Value ($000) $577 Shares 20,113 Est. Cost $32.28 Unrealized -17.5%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.1%
Value ($000) $569 Shares 2,586 Est. Cost $193.87 Unrealized
AGG Ishares Core Total US Bond 0.1%
Value ($000) $568 Shares 5,799 Est. Cost $110.36 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $521 Shares 15,573 Est. Cost $32.93 Unrealized -6.7%
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $507 Shares 3,571 Est. Cost $143.61 Unrealized
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $505 Shares 4,116 Est. Cost $107.32 Unrealized
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.1%
Value ($000) $502 Shares 5,316 Est. Cost $91.25 Unrealized -1.0%
TSLA Tesla Mtrs Inc 0.1%
Value ($000) $497 Shares 1,897 Est. Cost $263.23 Unrealized -24.0%
CDW Cdw Corp COMMON 0.1%
Value ($000) $493 Shares 2,684 Est. Cost $175.42 Unrealized -3.8%
MS Morgan Stanley CORP COMMON 0.1%
Value ($000) $485 Shares 5,683 Est. Cost $75.84 Unrealized +3.3%
BBWI Bath & Body Works INC And CORP COMMON 0.1%
Value ($000) $485 Shares 12,939 Est. Cost $37.36 Unrealized -9.3%
NOW Servicenow Inc Common 0.1%
Value ($000) $484 Shares 862 Est. Cost $79.80 Unrealized +25.3%
VNQ Vanguard REIT Viper VNQ 0.1%
Value ($000) $475 Shares 5,681 Est. Cost $76.42 Unrealized
IWR Ishares Russell Mid Cap Cap Etf 0.1%
Value ($000) $469 Shares 6,417 Est. Cost $62.18 Unrealized
STX Seagate Technology Plc Holdings CORP COMMON 0.1%
Value ($000) $464 Shares 7,500 Est. Cost $71.80 Unrealized -21.2%
META Meta Platforms INC CLASS A CORP COMMON 0.1%
Value ($000) $432 Shares 1,505 Est. Cost $176.29 Unrealized +39.0%
EMR Emerson Elec Co Com 0.1%
Value ($000) $415 Shares 4,588 Est. Cost $83.32 Unrealized -3.9%
IJR Ishares Tr Sp Smallcap 600 Index F 0.1%
Value ($000) $399 Shares 4,002 Est. Cost $91.08 Unrealized
STIP Ishares 0-5 Year Tips Bond Etf 0.1%
Value ($000) $390 Shares 4,000 Est. Cost $97.60 Unrealized
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $385 Shares 2,058 Est. Cost $161.76 Unrealized
MPWR Monolithic Power Systems INC CORP COMMON 0.1%
Value ($000) $385 Shares 712 Est. Cost $449.25 Unrealized +3.6%
IBM International Business Mach Com 0.1%
Value ($000) $384 Shares 2,868 Est. Cost $113.29 Unrealized +4.2%
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $381 Shares 5,250 Est. Cost $60.33 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $378 Shares 2,335 Est. Cost $159.14 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $371 Shares 2,137 Est. Cost $155.43 Unrealized +2.1%
AZN Astrazeneca PLC 0.1%
Value ($000) $361 Shares 5,047 Est. Cost $41.49 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $355 Shares 9,768 Est. Cost $37.17 Unrealized
ZTS Zoetis 0.1%
Value ($000) $350 Shares 2,034 Est. Cost $143.92 Unrealized +16.8%
ORLY OReilly Auto Inc New 0.1%
Value ($000) $340 Shares 356 Est. Cost $53.69 Unrealized +13.7%
SBUX Starbucks Corp Com 0.1%
Value ($000) $320 Shares 3,228 Est. Cost $83.04 Unrealized +17.1%
IVV Ishares Core S&P 500 ETF 0.1%
Value ($000) $320 Shares 717 Est. Cost $180.74 Unrealized
BBY Best Buy Inc 0.1%
Value ($000) $319 Shares 3,894 Est. Cost $83.81 Unrealized -21.7%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.1%
Value ($000) $308 Shares 2,361 Est. Cost $117.76 Unrealized
GILD Gilead Sciences Inc. Com 0.1%
Value ($000) $308 Shares 3,997 Est. Cost $56.00 Unrealized +29.6%
EZU Ishares Msci Eurozone Etf 0.1%
Value ($000) $302 Shares 6,595 Est. Cost $31.99 Unrealized
MCO Moodys Corp Common 0.0%
Value ($000) $290 Shares 833 Est. Cost $269.71 Unrealized +15.1%
BMY Bristol-Myers Squibb Co Com 0.0%
Value ($000) $286 Shares 4,474 Est. Cost $55.89 Unrealized +5.5%
XLK Technology Select Sect SPDR 0.0%
Value ($000) $282 Shares 1,623 Est. Cost $47.25 Unrealized
SO Southern Company 0.0%
Value ($000) $280 Shares 3,990 Est. Cost $61.36 Unrealized +6.4%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $278 Shares 533 Est. Cost $505.85 Unrealized +5.8%
VCIT Vanguard Intermediate Term Corporate Bond Etf Cor 0.0%
Value ($000) $276 Shares 3,497 Est. Cost $79.03 Unrealized
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $270 Shares 5,415 Est. Cost $59.57 Unrealized -12.5%
ASML ASML Holding N V 0.0%
Value ($000) $270 Shares 372 Est. Cost $571.93 Unrealized
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $261 Shares 544 Est. Cost $402.57 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $259 Shares 96 Est. Cost $1976.02 Unrealized +31.5%
BSX Boston Scientific Corp Com 0.0%
Value ($000) $257 Shares 4,752 Est. Cost $43.27 Unrealized +20.7%
DE Deere & Co Com 0.0%
Value ($000) $255 Shares 630 Est. Cost $205.27 Unrealized +79.2%
CBT Cabot Corp COMMON 0.0%
Value ($000) $247 Shares 3,700 Est. Cost $29.38 Unrealized +129.4%
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $240 Shares 2,976 Est. Cost $77.51 Unrealized 0.0%
HUM Humana INC CORP COMMON 0.0%
Value ($000) $235 Shares 526 Est. Cost $503.94 Unrealized -3.1%
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $235 Shares 602 Est. Cost $259.06 Unrealized +26.8%
VTI Vanguard Total Stock Market 0.0%
Value ($000) $234 Shares 1,064 Est. Cost $162.92 Unrealized
EWJ Ishares Msci Japan Etf 0.0%
Value ($000) $230 Shares 3,712 Est. Cost $48.76 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $221 Shares 3,198 Est. Cost $86.81 Unrealized -25.9%
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $218 Shares 1,383 Est. Cost $167.88 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $218 Shares 102 Est. Cost $30.02 Unrealized +31.8%
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $216 Shares 1,868 Est. Cost $89.06 Unrealized +6.0%
Blackrock Inc 0.0%
Value ($000) $213 Shares 308 Est. Cost $664.38 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $203 Shares 2,409 Est. Cost $68.03 Unrealized
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $199 Shares 5,018 Est. Cost $34.90 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $186 Shares 5,316 Est. Cost $29.82 Unrealized +2.6%
GE General Electric CO CORP COMMON 0.0%
Value ($000) $185 Shares 1,681 Est. Cost $47.32 Unrealized +68.7%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $176 Shares 2,601 Est. Cost $74.09 Unrealized
MFC Manulife Finl Corp Common 0.0%
Value ($000) $175 Shares 9,262 Est. Cost $15.21 Unrealized +25.6%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $173 Shares 998 Est. Cost $175.94 Unrealized
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $171 Shares 375 Est. Cost $441.74 Unrealized -1.8%
WDAY Workday INC CLASS A CORP COMMON 0.0%
Value ($000) $167 Shares 738 Est. Cost $155.97 Unrealized +28.4%
ADI Analog Devices Inc Com 0.0%
Value ($000) $160 Shares 822 Est. Cost $150.54 Unrealized +17.5%
IDA Idacorp Inc 0.0%
Value ($000) $160 Shares 1,556 Est. Cost $95.04 Unrealized +13.1%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $159 Shares 1,689 Est. Cost $82.54 Unrealized +5.3%
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $159 Shares 4,550 Est. Cost $30.77 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value ($000) $159 Shares 1,872 Est. Cost $69.85 Unrealized +9.0%
MNST Monster Beverage Corp New 0.0%
Value ($000) $158 Shares 2,746 Est. Cost $49.36 Unrealized +15.2%
MO Altria Group Inc Com 0.0%
Value ($000) $157 Shares 3,469 Est. Cost $34.35 Unrealized +6.5%
RTX Raytheon Technologies Corp 0.0%
Value ($000) $157 Shares 1,604 Est. Cost $89.20 Unrealized +3.5%
MMM 3M Co Com 0.0%
Value ($000) $156 Shares 1,560 Est. Cost $90.07 Unrealized -13.9%
Unilever PLC Spons ADR New 0.0%
Value ($000) $155 Shares 2,970 Est. Cost $52.12 Unrealized
GWW Ww Grainger INC CORP COMMON 0.0%
Value ($000) $154 Shares 195 Est. Cost $460.46 Unrealized +46.2%
IEMG Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $151 Shares 3,073 Est. Cost $50.28 Unrealized
PGX Invesco Preferred Etf Invsc 0.0%
Value ($000) $148 Shares 13,000 Est. Cost $11.37 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $147 Shares 756 Est. Cost $190.94 Unrealized -6.7%
TRN Trinity Inds Inc Com 0.0%
Value ($000) $143 Shares 5,561 Est. Cost $23.46 Unrealized -13.1%
AWK American Water Works Company INC CORP COMMON 0.0%
Value ($000) $143 Shares 1,000 Est. Cost $138.41 Unrealized -0.0%
EWY Ishares Msci South Korea Etf 0.0%
Value ($000) $142 Shares 2,237 Est. Cost $47.38 Unrealized
ITOT Ishares 1500 Index Fund 0.0%
Value ($000) $142 Shares 1,449 Est. Cost $87.33 Unrealized
ELV Elevance Health INC CORP COMMON 0.0%
Value ($000) $141 Shares 317 Est. Cost $462.33 Unrealized -4.3%
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $141 Shares 351 Est. Cost $353.08 Unrealized +1.3%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $140 Shares 1,853 Est. Cost $58.27 Unrealized +14.7%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $140 Shares 1,388 Est. Cost $101.44 Unrealized
DOW Dow INC CORP COMMON 0.0%
Value ($000) $138 Shares 2,594 Est. Cost $32.84 Unrealized +37.8%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $135 Shares 3,163 Est. Cost $40.88 Unrealized -7.9%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $134 Shares 1,175 Est. Cost $89.42 Unrealized +16.3%
PGR Progressive Corp COMMON 0.0%
Value ($000) $133 Shares 1,002 Est. Cost $112.91 Unrealized +8.5%
EPP Ishares Msci Pacific Ex Japan Etf 0.0%
Value ($000) $128 Shares 3,033 Est. Cost $37.59 Unrealized
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $127 Shares 1,261 Est. Cost $91.69 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $127 Shares 2,351 Est. Cost $54.42 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $126 Shares 391 Est. Cost $284.77 Unrealized +8.1%
Lam Research Corp COMMON 0.0%
Value ($000) $125 Shares 194 Est. Cost $225.62 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $124 Shares 3,440 Est. Cost $30.91 Unrealized +19.1%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $123 Shares 357 Est. Cost $284.94 Unrealized +11.8%
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $123 Shares 373 Est. Cost $238.11 Unrealized +15.9%
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $122 Shares 497 Est. Cost $225.85 Unrealized -1.4%
COF Capital One Finl Corp Com 0.0%
Value ($000) $120 Shares 1,094 Est. Cost $102.85 Unrealized -6.7%
EWT Ishares Msci Taiwan Index Fund Etf 0.0%
Value ($000) $118 Shares 2,515 Est. Cost $42.94 Unrealized
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $118 Shares 268 Est. Cost $32.77 Unrealized +12.4%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $118 Shares 1,111 Est. Cost $96.03 Unrealized
FDX FedEx Corp Com 0.0%
Value ($000) $116 Shares 469 Est. Cost $179.41 Unrealized +20.4%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $115 Shares 336 Est. Cost $250.18 Unrealized +20.9%
SAP SAP Sponsored 0.0%
Value ($000) $114 Shares 833 Est. Cost $126.55 Unrealized
CB Chubb Limited 0.0%
Value ($000) $112 Shares 580 Est. Cost $176.06 Unrealized +7.8%
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $110 Shares 388 Est. Cost $290.20 Unrealized
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $109 Shares 644 Est. Cost $85.70 Unrealized
MUB Ishares Tr Natl AMT Free Muni Bd ETF 0.0%
Value ($000) $107 Shares 1,000 Est. Cost $106.73 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $104 Shares 2,563 Est. Cost $51.51 Unrealized
HYD Vaneck High Yield Muni Etf 0.0%
Value ($000) $103 Shares 2,000 Est. Cost $51.34 Unrealized
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $102 Shares 1,732 Est. Cost $59.30 Unrealized -3.4%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $100 Shares 1,401 Est. Cost $20.61 Unrealized +31.8%
SNPS Synopsys Inc Com 0.0%
Value ($000) $100 Shares 229 Est. Cost $266.86 Unrealized +50.9%
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $95 Shares 1,053 Est. Cost $63.64 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $93 Shares 466 Est. Cost $191.78 Unrealized
DTE DTE Energy Common 0.0%
Value ($000) $90 Shares 822 Est. Cost $106.47 Unrealized -4.7%
GSK GSK PLC ADR 0.0%
Value ($000) $90 Shares 2,527 Est. Cost $32.72 Unrealized
GIS General Mls Inc Com 0.0%
Value ($000) $89 Shares 1,161 Est. Cost $43.98 Unrealized +76.2%
MCHI Ishares Msci China Etf 0.0%
Value ($000) $89 Shares 1,980 Est. Cost $42.42 Unrealized
XLV Health Care Select Sector 0.0%
Value ($000) $87 Shares 653 Est. Cost $67.82 Unrealized
Independent Bank Group Inc 0.0%
Value ($000) $86 Shares 2,500 Est. Cost $59.43 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $86 Shares 496 Est. Cost $161.16 Unrealized +4.1%
PM Philip Morris Intl Inc 0.0%
Value ($000) $85 Shares 872 Est. Cost $80.99 Unrealized +4.3%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $85 Shares 419 Est. Cost $202.72 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $84 Shares 1,338 Est. Cost $61.19 Unrealized +3.7%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $84 Shares 405 Est. Cost $171.16 Unrealized +2.6%
CLH Clean Harbors Inc 0.0%
Value ($000) $84 Shares 508 Est. Cost $107.08 Unrealized +36.5%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $70.46 Unrealized +7.5%
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $82 Shares 2,435 Est. Cost $26.43 Unrealized
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $82 Shares 6,000 Est. Cost $16.17 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $81 Shares 781 Est. Cost $101.74 Unrealized -1.5%
FTV Fortive Corp COMMON 0.0%
Value ($000) $81 Shares 1,085 Est. Cost $47.75 Unrealized +4.6%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $81 Shares 293 Est. Cost $208.85 Unrealized
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $80 Shares 1,149 Est. Cost $45.51 Unrealized
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $77 Shares 1,990 Est. Cost $42.71 Unrealized
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $77 Shares 680 Est. Cost $95.75 Unrealized +9.3%
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $76 Shares 671 Est. Cost $116.40 Unrealized
T AT&T Inc 0.0%
Value ($000) $74 Shares 4,655 Est. Cost $16.26 Unrealized -9.1%
HAL Halliburton Co Com 0.0%
Value ($000) $73 Shares 2,209 Est. Cost $24.54 Unrealized +21.0%
Total S.A. ADR 0.0%
Value ($000) $73 Shares 1,259 Est. Cost $57.14 Unrealized
BALL Ball Corp Com 0.0%
Value ($000) $72 Shares 1,244 Est. Cost $62.04 Unrealized -15.8%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $72 Shares 922 Est. Cost $62.91 Unrealized
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $70 Shares 2,081 Est. Cost $24.51 Unrealized
VEU Vanguard Ftse Allworld Ex- US 0.0%
Value ($000) $69 Shares 1,261 Est. Cost $54.41 Unrealized
PSX Phillips 66 0.0%
Value ($000) $68 Shares 712 Est. Cost $90.86 Unrealized -2.6%
ETR Entergy Corp New Com 0.0%
Value ($000) $68 Shares 694 Est. Cost $47.89 Unrealized -1.5%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $68 Shares 714 Est. Cost $67.78 Unrealized +18.9%
XYZ Block Inc 0.0%
Value ($000) $67 Shares 1,012 Est. Cost $101.61 Unrealized -38.5%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $66 Shares 860 Est. Cost $67.68 Unrealized +13.8%
Tyco Connectivity LTD 0.0%
Value ($000) $66 Shares 471 Est. Cost $107.54 Unrealized
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $66 Shares 613 Est. Cost $67.34 Unrealized
BIV Vanguard Bond Index ETF 0.0%
Value ($000) $65 Shares 866 Est. Cost $75.23 Unrealized
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $63 Shares 835 Est. Cost $94.12 Unrealized
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $62 Shares 582 Est. Cost $110.09 Unrealized
CRGY Crescent Energy Co 0.0%
Value ($000) $62 Shares 5,935 Est. Cost $14.10 Unrealized -32.5%
HPQ HP INC 0.0%
Value ($000) $62 Shares 2,008 Est. Cost $18.20 Unrealized +49.1%
CI Cigna Group 0.0%
Value ($000) $61 Shares 217 Est. Cost $255.45 Unrealized -2.9%
APH Amphenol Corp New Class A 0.0%
Value ($000) $57 Shares 670 Est. Cost $37.76 Unrealized +0.5%
RRX Regal Rexnord Corp COMMON 0.0%
Value ($000) $54 Shares 351 Est. Cost $134.35 Unrealized +1.3%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $53 Shares 1,325 Est. Cost $39.55 Unrealized -7.0%
EWH Ishares Msci Hong Kong Index Fund Etf 0.0%
Value ($000) $52 Shares 2,690 Est. Cost $18.22 Unrealized
PSTG Pure Storage INC CLASS A CORP COMMON 0.0%
Value ($000) $51 Shares 1,392 Est. Cost $26.98 Unrealized +5.0%
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) $50 Shares 805 Est. Cost $57.32 Unrealized -5.6%
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $49 Shares 584 Est. Cost $81.72 Unrealized -2.2%
KEYS Keysight Technologies INC CORP COMMON 0.0%
Value ($000) $48 Shares 286 Est. Cost $165.09 Unrealized -6.0%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $47 Shares 794 Est. Cost $63.41 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
Berry Global Group INC CORP COMMON 0.0%
Value ($000) $47 Shares 728 Est. Cost $45.33 Unrealized
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $47 Shares 93 Est. Cost $554.24 Unrealized -13.5%
Arista Networks INC CORP COMMON 0.0%
Value ($000) $47 Shares 287 Est. Cost $133.42 Unrealized
GINN Goldman Sachs Innovate Equity Etf 0.0%
Value ($000) $46 Shares 945 Est. Cost $33.95 Unrealized
CFR Cullen Frost BK Inc 0.0%
Value ($000) $46 Shares 428 Est. Cost $128.49 Unrealized -25.5%
LQD Ishares Tr Ishares Iboxx Inv Gd Cor 0.0%
Value ($000) $45 Shares 420 Est. Cost $109.58 Unrealized
HYLN Hyliion Holdings Corp CLASS A COMMON 0.0%
Value ($000) $44 Shares 26,583 Est. Cost $9.21 Unrealized -81.7%
GLD SPDR Gold Trust 0.0%
Value ($000) $43 Shares 243 Est. Cost $178.27 Unrealized
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $43 Shares 674 Est. Cost $68.60 Unrealized
SYY Sysco Corp Com 0.0%
Value ($000) $43 Shares 578 Est. Cost $74.33 Unrealized -7.8%
DAN Dana Holding Corp 0.0%
Value ($000) $42 Shares 2,494 Est. Cost $11.44 Unrealized +18.1%
ROST Ross Stores Inc 0.0%
Value ($000) $42 Shares 378 Est. Cost $106.08 Unrealized -3.7%
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $42 Shares 750 Est. Cost $74.89 Unrealized
AEE Ameren Corp Com 0.0%
Value ($000) $42 Shares 515 Est. Cost $73.36 Unrealized +7.3%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $42 Shares 218 Est. Cost $178.76 Unrealized -3.4%
INSP Inspire Medical Systems INC CORP COMMON 0.0%
Value ($000) $41 Shares 126 Est. Cost $252.78 Unrealized +13.0%
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $41 Shares 250 Est. Cost $0.12 Unrealized
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $41 Shares 92 Est. Cost $260.84 Unrealized
CSX CSX Corp Com 0.0%
Value ($000) $40 Shares 1,185 Est. Cost $31.03 Unrealized -1.9%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $40 Shares 270 Est. Cost $153.85 Unrealized
DAR Darling Ingredients INC CORP COMMON 0.0%
Value ($000) $40 Shares 623 Est. Cost $69.73 Unrealized -12.6%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $40 Shares 800 Est. Cost $12.97 Unrealized +240.8%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $39 Shares 521 Est. Cost $82.96 Unrealized -16.5%
Pioneer Natural Resources Co 0.0%
Value ($000) $39 Shares 186 Est. Cost $199.63 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $38 Shares 1,174 Est. Cost $23.50 Unrealized +13.9%
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $38 Shares 526 Est. Cost $56.16 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $37 Shares 98 Est. Cost $354.11 Unrealized +4.2%
CMCSA Comcast Corp 0.0%
Value ($000) $37 Shares 891 Est. Cost $36.04 Unrealized +1.7%
MBB Ishares Mbs Etf 0.0%
Value ($000) $37 Shares 395 Est. Cost $108.86 Unrealized
LUV Southwest Airls Co Com 0.0%
Value ($000) $37 Shares 1,009 Est. Cost $39.90 Unrealized -26.1%
HSY The Hershey Company 0.0%
Value ($000) $36 Shares 146 Est. Cost $189.31 Unrealized +28.6%
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
FMS Fresenius Medical Care Ag & CO Kgaa ADR Reptg 0.5 CORP COMMON 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $21.26 Unrealized
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $36 Shares 256 Est. Cost $131.44 Unrealized +3.2%
PKG Packaging Corp Of America COMMON 0.0%
Value ($000) $35 Shares 267 Est. Cost $125.10 Unrealized -0.8%
APTIV PLC 0.0%
Value ($000) $35 Shares 342 Est. Cost $124.21 Unrealized
SHY Ishares 1-3 Year Treasury Bond Etf Treasry 0.0%
Value ($000) $35 Shares 428 Est. Cost $82.43 Unrealized
TOTL SPDR Doubleline Cap Total Rtn ETF 0.0%
Value ($000) $34 Shares 845 Est. Cost $48.52 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $34 Shares 388 Est. Cost $87.97 Unrealized -16.5%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $33 Shares 95 Est. Cost $272.02 Unrealized +23.9%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $33 Shares 100 Est. Cost $255.40 Unrealized +14.1%
WRBY Warby Parker INC CLASS A CORP COMMON 0.0%
Value ($000) $33 Shares 2,787 Est. Cost $13.70 Unrealized -16.9%
GSL Global Ship Lease Inc 0.0%
Value ($000) $32 Shares 1,675 Est. Cost $22.81 Unrealized -17.3%
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $32 Shares 126 Est. Cost $85.01 Unrealized +22.4%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $31 Shares 228 Est. Cost $112.38 Unrealized +11.9%
SYNA Synaptics Inc Common 0.0%
Value ($000) $30 Shares 357 Est. Cost $124.08 Unrealized -30.1%
IEP Icahn Enterprises Lp Unt 0.0%
Value ($000) $30 Shares 1,038 Est. Cost $50.88 Unrealized
GD General Dynamics Corp Com 0.0%
Value ($000) $29 Shares 137 Est. Cost $150.40 Unrealized +36.0%
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $29 Shares 1,711 Est. Cost $13.82 Unrealized +7.0%
Blackrock Muniyield Quality Fund Iii INC Cf 0.0%
Value ($000) $29 Shares 2,687 Est. Cost $11.34 Unrealized
PSA Public Storage Inc Com 0.0%
Value ($000) $29 Shares 100 Est. Cost $288.09 Unrealized -9.4%
ODFL Old Dominion Freight Line INC CORP COMMON 0.0%
Value ($000) $29 Shares 78 Est. Cost $135.79 Unrealized +17.4%
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $29 Shares 719 Est. Cost $4.61 Unrealized
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $27 Shares 90 Est. Cost $238.65 Unrealized +14.0%
Eaton Vance National Municipal Opportunities Trust Natnl Oppr Cf 0.0%
Value ($000) $27 Shares 1,543 Est. Cost $18.15 Unrealized
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $26 Shares 230 Est. Cost $106.00 Unrealized 0.0%
IGF Ishares S&p Global Infrastructure Index Fund Etf 0.0%
Value ($000) $26 Shares 561 Est. Cost $41.00 Unrealized
NTAP Netapp Inc Com 0.0%
Value ($000) $26 Shares 339 Est. Cost $77.30 Unrealized -17.5%
Cohen & Steers Reit And Preferred Income Fund INC Prefer Cf 0.0%
Value ($000) $26 Shares 1,350 Est. Cost $28.39 Unrealized
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $26 Shares 125 Est. Cost $168.66 Unrealized +0.3%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $25 Shares 112 Est. Cost $219.20 Unrealized -8.6%
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $25 Shares 1,220 Est. Cost $28.94 Unrealized -34.0%
PODD Insulet Corp COMMON 0.0%
Value ($000) $25 Shares 88 Est. Cost $296.41 Unrealized +2.5%
HLN Haleon Plc ADR Rep 2 CORP COMMON 0.0%
Value ($000) $25 Shares 3,000 Est. Cost $8.38 Unrealized
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 0.0%
Value ($000) $25 Shares 397 Est. Cost $62.27 Unrealized
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $24 Shares 265 Est. Cost $41.46 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $24 Shares 411 Est. Cost $51.11 Unrealized +10.5%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $23 Shares 885 Est. Cost $21.47 Unrealized
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value ($000) $23 Shares 103 Est. Cost $213.73 Unrealized -6.1%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $23 Shares 4,500 Est. Cost $5.27 Unrealized
ROL Rollins INC CORP COMMON 0.0%
Value ($000) $23 Shares 537 Est. Cost $34.54 Unrealized +13.8%
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $23 Shares 807 Est. Cost $37.05 Unrealized
MP Mp Materials Corp CLASS A COMMON 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $36.97 Unrealized -38.0%
USB US Bancorp Del Com New 0.0%
Value ($000) $23 Shares 687 Est. Cost $41.55 Unrealized -31.6%
EXR Extra Space Storage INC Reit CORP COMMON 0.0%
Value ($000) $23 Shares 152 Est. Cost $146.80 Unrealized -8.9%
MDLZ Mondelez International Cl A 0.0%
Value ($000) $22 Shares 307 Est. Cost $57.27 Unrealized +19.7%
INCY Incyte Corp Common 0.0%
Value ($000) $22 Shares 351 Est. Cost $73.88 Unrealized -9.5%
MET Metlife Inc Com 0.0%
Value ($000) $22 Shares 386 Est. Cost $58.71 Unrealized -12.8%
TIP Ishares Tr Tips Bd Etf 0.0%
Value ($000) $21 Shares 197 Est. Cost $108.03 Unrealized
PAYX Paychex Inc. Com 0.0%
Value ($000) $21 Shares 188 Est. Cost $104.18 Unrealized -3.0%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $20 Shares 85 Est. Cost $217.63 Unrealized 0.0%
RYLD Global X Russell 2000 Covered Call Etf Cvred 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $9.80 Unrealized
F Ford Mtr Co Del 0.0%
Value ($000) $20 Shares 1,289 Est. Cost $10.78 Unrealized -0.8%
Fisker Inc 0.0%
Value ($000) $19 Shares 3,423 Est. Cost $18.00 Unrealized
XMYDX Blackrock Muniyield Fund Inc Cf 0.0%
Value ($000) $19 Shares 1,836 Est. Cost $12.80 Unrealized
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $19 Shares 195 Est. Cost $113.75 Unrealized
SVM Silvercorp Metals Inc 0.0%
Value ($000) $19 Shares 6,659 Est. Cost $3.04 Unrealized +11.7%
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value ($000) $19 Shares 529 Est. Cost $37.94 Unrealized
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $19 Shares 200 Est. Cost $93.61 Unrealized -14.4%
NAT Nordic American Tanker Shippcom 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $3.59 Unrealized +0.8%
IGSB Ishares Tr 1-3 Yr Cr Bd Etf 0.0%
Value ($000) $18 Shares 364 Est. Cost $50.54 Unrealized
EXI Ishares Global Industrials Etf 0.0%
Value ($000) $18 Shares 149 Est. Cost $114.15 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $18 Shares 358 Est. Cost $42.41 Unrealized +0.2%
WAT Waters Corp COMMON 0.0%
Value ($000) $18 Shares 66 Est. Cost $284.50 Unrealized -2.2%
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $17 Shares 159 Est. Cost $86.15 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $17 Shares 676 Est. Cost $50.07 Unrealized -62.7%
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $17 Shares 84 Est. Cost $154.76 Unrealized
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $17 Shares 107 Est. Cost $155.74 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $17 Shares 255 Est. Cost $58.52 Unrealized +0.3%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $17 Shares 1,029 Est. Cost $12.25 Unrealized +16.0%
IT Gartner INC CORP COMMON 0.0%
Value ($000) $17 Shares 48 Est. Cost $306.26 Unrealized +6.3%
CMRE Costamare Inc 0.0%
Value ($000) $16 Shares 1,680 Est. Cost $11.33 Unrealized -26.7%
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.73 Unrealized
MCHP Microchip Technology Inc Common 0.0%
Value ($000) $16 Shares 178 Est. Cost $71.01 Unrealized +4.0%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.0%
Value ($000) $16 Shares 310 Est. Cost $50.22 Unrealized
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $15 Shares 195 Est. Cost $68.00 Unrealized 0.0%
MTD Mettler-toledo International INC Mettler Toledo CORP COMMON 0.0%
Value ($000) $14 Shares 11 Est. Cost $1396.62 Unrealized +0.7%
ULTA Ulta Salon Cosmetics &fragrance Inc Common 0.0%
Value ($000) $14 Shares 30 Est. Cost $489.83 Unrealized 0.0%
TLT Ishares 20 Year Treasury Bond Etf Pls Bnd 0.0%
Value ($000) $14 Shares 134 Est. Cost $104.48 Unrealized
ING ING Groep NV Spons ADR 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $10.00 Unrealized
Nuveen Dow 30sm Dynamic Overwrite Fund Ovrwrt Cf 0.0%
Value ($000) $13 Shares 941 Est. Cost $18.00 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $13 Shares 104 Est. Cost $115.08 Unrealized -1.9%
DLN Wisdomtree US Largecap Dividend Fund Etf 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
DUK Duke Energy Corp New 0.0%
Value ($000) $12 Shares 139 Est. Cost $89.47 Unrealized -4.8%
WSO Watsco INC CORP COMMON 0.0%
Value ($000) $12 Shares 32 Est. Cost $280.42 Unrealized +20.9%
OII Oceaneering International INC CORP COMMON 0.0%
Value ($000) $12 Shares 640 Est. Cost $19.28 Unrealized -10.6%
C Citigroup Inc Com New 0.0%
Value ($000) $12 Shares 256 Est. Cost $51.01 Unrealized -16.2%
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $12 Shares 234 Est. Cost $46.57 Unrealized -7.8%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $11 Shares 200 Est. Cost $52.25 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $11 Shares 68 Est. Cost $154.02 Unrealized
CINF Cincinnati Financial Corp COMMON 0.0%
Value ($000) $11 Shares 115 Est. Cost $94.86 Unrealized +1.7%
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.0%
Value ($000) $11 Shares 245 Est. Cost $45.42 Unrealized
AAAU Goldman Sachs Physical Gold Etf 0.0%
Value ($000) $11 Shares 580 Est. Cost $15.40 Unrealized
EMN Eastman Chemical CO CORP COMMON 0.0%
Value ($000) $11 Shares 129 Est. Cost $93.11 Unrealized -21.4%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $11 Shares 858 Est. Cost $14.85 Unrealized -12.6%
LNG Cheniere Energy INC CORP COMMON 0.0%
Value ($000) $11 Shares 69 Est. Cost $152.73 Unrealized -3.1%
SPYD Spdr Portfolio S&p 500 High Dividend Etf 0.0%
Value ($000) $10 Shares 281 Est. Cost $35.59 Unrealized
LYB Lyondellbasell Industries 0.0%
Value ($000) $10 Shares 113 Est. Cost $68.21 Unrealized +11.4%
MKTX Marketaxess Holdings INC CORP COMMON 0.0%
Value ($000) $10 Shares 39 Est. Cost $286.65 Unrealized 0.0%
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.0%
Value ($000) $10 Shares 180 Est. Cost $56.08 Unrealized
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $10 Shares 92 Est. Cost $108.70 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value ($000) $10 Shares 190 Est. Cost $63.06 Unrealized -24.5%
BCE BCE Inc Com New 0.0%
Value ($000) $10 Shares 215 Est. Cost $37.13 Unrealized +1.7%
XLP Select Sec Amex Consumer Staples 0.0%
Value ($000) $9 Shares 127 Est. Cost $70.87 Unrealized
SNA Snap On Inc Common 0.0%
Value ($000) $9 Shares 32 Est. Cost $194.86 Unrealized +24.0%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $9 Shares 163 Est. Cost $63.78 Unrealized -5.4%
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $9 Shares 213 Est. Cost $46.38 Unrealized
EL Lauder Estee Cos Inc Class A 0.0%
Value ($000) $9 Shares 46 Est. Cost $244.78 Unrealized -17.6%
ET Energy Transfer Partners LP 0.0%
Value ($000) $9 Shares 705 Est. Cost $7.09 Unrealized
EBAY Ebay Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.33 Unrealized -25.0%
BCPC Balchem Corp COMMON 0.0%
Value ($000) $9 Shares 66 Est. Cost $129.11 Unrealized -2.1%
GUSH Direxion Shares ETF Trust 0.0%
Value ($000) $9 Shares 73 Est. Cost $123.29 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $9 Shares 76 Est. Cost $101.26 Unrealized +8.5%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $9 Shares 131 Est. Cost $88.92 Unrealized -23.5%
RPM RPM Intl Inc Common 0.0%
Value ($000) $9 Shares 96 Est. Cost $85.82 Unrealized -4.2%
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) $9 Shares 800 Est. Cost $8.22 Unrealized -5.5%
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $9.70 Unrealized -44.5%
ACHR Archer Aviation INC CLASS A CORP COMMON 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $2.82 Unrealized 0.0%
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.0%
Value ($000) $8 Shares 255 Est. Cost $31.90 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $8 Shares 235 Est. Cost $34.38 Unrealized
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
FUTY Fidelity Msci Utilities Index Etf Indx 0.0%
Value ($000) $8 Shares 190 Est. Cost $42.28 Unrealized
DEM Wisdomtree Emerging Markets High Dividend Fund Emrg Mrkt Hg Div Etf 0.0%
Value ($000) $8 Shares 207 Est. Cost $33.82 Unrealized
GM General Motors Co 0.0%
Value ($000) $8 Shares 204 Est. Cost $36.59 Unrealized -8.1%
GPN Global Payments INC CORP COMMON 0.0%
Value ($000) $8 Shares 77 Est. Cost $105.97 Unrealized -5.5%
Guaranty Bancshares Inc 0.0%
Value ($000) $7 Shares 275 Est. Cost $25.12 Unrealized
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $7 Shares 150 Est. Cost $49.29 Unrealized
INVH Invitation Homes INC CORP COMMON 0.0%
Value ($000) $7 Shares 214 Est. Cost $35.88 Unrealized -15.6%
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value ($000) $7 Shares 10 Est. Cost $642.22 Unrealized +19.4%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.0%
Value ($000) $7 Shares 160 Est. Cost $44.05 Unrealized
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.0%
Value ($000) $7 Shares 115 Est. Cost $61.12 Unrealized
FLEX Flex Ltd CORP COMMON 0.0%
Value ($000) $7 Shares 252 Est. Cost $17.30 Unrealized +3.1%
MSM Msc Indl Direct Inc. Cl A 0.0%
Value ($000) $7 Shares 70 Est. Cost $84.91 Unrealized +8.0%
AVB Avalonbay Communities Inc 0.0%
Value ($000) $7 Shares 35 Est. Cost $205.02 Unrealized -20.8%
Blackrock Muniassets Fund INC Cf 0.0%
Value ($000) $6 Shares 630 Est. Cost $12.70 Unrealized
OLED Universal Display Corp COMMON 0.0%
Value ($000) $6 Shares 40 Est. Cost $123.72 Unrealized +12.6%
URI United Rentals Inc 0.0%
Value ($000) $5 Shares 12 Est. Cost $142.60 Unrealized +153.2%
SUPN Supernus Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $5 Shares 176 Est. Cost $34.75 Unrealized +0.7%
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $5 Shares 20 Est. Cost $232.57 Unrealized +4.0%
CMI Cummins Inc 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.05 Unrealized +0.4%
APP Applovin Corp CLASS A COMMON 0.0%
Value ($000) $5 Shares 200 Est. Cost $14.67 Unrealized +40.8%
DHI D R Horton Inc 0.0%
Value ($000) $5 Shares 42 Est. Cost $77.70 Unrealized +37.2%
EXC Exelon Corporation 0.0%
Value ($000) $5 Shares 125 Est. Cost $39.06 Unrealized -4.1%
M Macys Inc Common 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.14 Unrealized -6.7%
MCK McKesson Corp Com 0.0%
Value ($000) $5 Shares 11 Est. Cost $341.28 Unrealized +11.2%
Virtus Dividend Interest & Premium Strategy Fund Inter Str Cf 0.0%
Value ($000) $5 Shares 381 Est. Cost $12.21 Unrealized
AFL AFLAC Inc Com 0.0%
Value ($000) $5 Shares 66 Est. Cost $60.49 Unrealized +4.5%
DOCU Docusign INC CORP COMMON 0.0%
Value ($000) $4 Shares 88 Est. Cost $50.48 Unrealized +4.9%
SUI Sun Communities INC Reit CORP COMMON 0.0%
Value ($000) $4 Shares 34 Est. Cost $176.47 Unrealized
ARKK Ark Innovation Etf 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.34 Unrealized
BMBL Bumble INC CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 263 Est. Cost $67.36 Unrealized -74.4%
SRE Sempra Energy CORP COMMON 0.0%
Value ($000) $4 Shares 30 Est. Cost $61.47 Unrealized +11.9%
FNCL Fidelity Msci Financials Index Etf Indx 0.0%
Value ($000) $4 Shares 91 Est. Cost $47.07 Unrealized
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.46 Unrealized
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $4 Shares 24 Est. Cost $142.83 Unrealized +5.9%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $209.26 Unrealized -13.6%
ARCC Ares Capital Corp COMMON 0.0%
Value ($000) $4 Shares 205 Est. Cost $13.21 Unrealized +8.9%
PEG Public Service Enterprise Gr 0.0%
Value ($000) $4 Shares 58 Est. Cost $58.02 Unrealized -1.6%
REM Ishares Mortgage Real Estate Etf 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.71 Unrealized
WU The Western Union Co 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.25 Unrealized
SPYV Spdr Portfolio S&p 500 Value Etf 0.0%
Value ($000) $3 Shares 80 Est. Cost $0.04 Unrealized
MRVL Marvell Technology INC CORP COMMON 0.0%
Value ($000) $3 Shares 56 Est. Cost $40.68 Unrealized +18.3%
WRB W R Berkley Corp Wr COMMON 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.00 Unrealized -8.4%
AME Ametek INC CORP COMMON 0.0%
Value ($000) $3 Shares 20 Est. Cost $117.19 Unrealized +22.5%
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $3 Shares 34 Est. Cost $85.41 Unrealized -8.7%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $3 Shares 52 Est. Cost $1.13 Unrealized
DLR Digital Realty Trust INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 27 Est. Cost $94.27 Unrealized -4.0%
Brookfield Renewable Corp CLASS A COMMON 0.0%
Value ($000) $3 Shares 97 Est. Cost $41.24 Unrealized
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.29 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $3 Shares 101 Est. Cost $26.78 Unrealized +2.9%
EFAV Ishares Msci Eafe Min Vol Factor Etf Eaf Fct 0.0%
Value ($000) $3 Shares 42 Est. Cost $0.07 Unrealized
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.01 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $3 Shares 12 Est. Cost $191.11 Unrealized +8.1%
BAX Baxter Intl Inc Com 0.0%
Value ($000) $3 Shares 61 Est. Cost $51.21 Unrealized -20.4%
MKC Mccormick & Company INC CORP COMMON 0.0%
Value ($000) $3 Shares 30 Est. Cost $73.23 Unrealized +13.1%
CME CME Group Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $166.17 Unrealized +0.2%
CMS CMS Energy Corp 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.05 Unrealized -6.0%
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 -35.1%
MOS The Mosaic Company 0.0%
Value ($000) $2 Shares 70 Est. Cost $35.83 Unrealized 0.0%
Blackrock Debt Strategies Fund INC Cf 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.79 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $2 Shares 45 Est. Cost $43.54 Unrealized +0.8%
A Agilent Technologies Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.44 Unrealized -0.3%
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $2 Shares 5 Est. Cost $486.15 Unrealized -2.7%
ORI Old Republic International Corp COMMON 0.0%
Value ($000) $2 Shares 93 Est. Cost $17.40 Unrealized +17.9%
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $2 Shares 6 Est. Cost $545.34 Unrealized -37.4%
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $73.42 Unrealized -20.8%
JEF Jefferies Financial Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 61 Est. Cost $27.19 Unrealized +5.8%
CE Celanese Corp Series A 0.0%
Value ($000) $2 Shares 17 Est. Cost $98.11 Unrealized +6.6%
SCHC Schwab International Small Cap Equity Etf Internatnal Eqy 0.0%
Value ($000) $2 Shares 58 Est. Cost $0.03 Unrealized
POOL Pool Corp COMMON 0.0%
Value ($000) $2 Shares 5 Est. Cost $329.53 Unrealized 0.0%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value ($000) $2 Shares 70 Est. Cost $37.13 Unrealized -37.8%
O Realty Income Corp 0.0%
Value ($000) $2 Shares 30 Est. Cost $57.30 Unrealized -8.3%
TDG Transdigm Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 2 Est. Cost $502.76 Unrealized +34.5%
HEI Heico Corp COMMON 0.0%
Value ($000) $2 Shares 10 Est. Cost $155.70 Unrealized +8.3%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $2 Shares 7 Est. Cost $198.26 Unrealized +7.1%
ILMN Illumina Inc Common 0.0%
Value ($000) $2 Shares 8 Est. Cost $197.84 Unrealized +2.3%
WLK Westlake Corp COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $95.20 Unrealized +14.3%
CLX Clorox Co Del Com 0.0%
Value ($000) $1 Shares 9 Est. Cost $165.03 Unrealized -10.6%
Mdc Holdings INC CORP COMMON 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
TEAM Atlassian Corp CLASS A COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $159.19 Unrealized +0.6%
Tellurian INC CORP COMMON 0.0%
Value ($000) $1 Shares 952 Est. Cost $4.02 Unrealized
DMTKQ Dermtech Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $13.33 Unrealized
HUN Huntsman Corp COMMON 0.0%
Value ($000) $1 Shares 47 Est. Cost $28.11 Unrealized -7.6%
DOC Healthpeak Properties INC CORP COMMON 0.0%
Value ($000) $1 Shares 61 Est. Cost $20.11 Unrealized -12.5%
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.48 Unrealized +21.2%
STAG Stag Industrial INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 28 Est. Cost $33.86 Unrealized
WCN Waste Connections Inc Common 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.29 Unrealized +3.0%
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.59 Unrealized +7.6%
NUE Nucor Corp COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $119.11 Unrealized +17.8%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 111 Est. Cost $36.04 Unrealized
NSP Insperity INC CORP COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.17 Unrealized +5.7%
MHO M/i Homes INC M I CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.95 Unrealized +64.8%
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 +6.3%
ALGN Align Technology INC CORP COMMON 0.0%
Value ($000) $1 Shares 2 Est. Cost $293.19 Unrealized +8.6%
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 +13.0%
GXO Gxo Logistics INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $40.10 Unrealized +39.9%
IP Intl Paper Co Com 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.99 Unrealized -3.0%
ECL Ecolab Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $156.07 Unrealized +7.2%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $1 Shares 5 Est. Cost $100.52 Unrealized -2.6%
IPGP IPG Photonics Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $89.69 Unrealized +31.4%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.03 Unrealized -11.2%
XBI Spdr S&p Biotech Etf 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.17 Unrealized
CF CF Industries Holdings, Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $94.52 Unrealized -30.7%
TRU Transunion CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.59 Unrealized +18.5%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $125.24 Unrealized -18.2%
NRG NRG Energy Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $36.49 Unrealized -12.0%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $0 Shares 35 Est. Cost $41.77 Unrealized -68.6%
CNC Centene Corp Del Common 0.0%
Value ($000) $0 Shares 6 Est. Cost $89.37 Unrealized -25.4%
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.83 Unrealized +10.2%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.17 Unrealized +0.8%
WDC Western Digital Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.28 Unrealized +5.4%
CIEN Ciena Corp COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost $49.29 Unrealized -7.6%
LITE Lumentum Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.45 Unrealized -11.5%
MTSI Macom Technology Solutions Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.45 Unrealized -3.0%
ESNT Essent Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.95 Unrealized +15.8%
ASO Academy Sports And Outdoors INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.49 Unrealized +20.8%
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $274.36 Unrealized +8.6%
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 -1.5%
FHN First Horizon Corp COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.53 Unrealized -43.8%
ARMK Aramark CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.53 Unrealized -0.7%
JBTM John Bean Technologies Corp COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.48 Unrealized +20.1%
Sapiens International Corporation Nv CORP COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
RXO Rxo INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.74 Unrealized +13.5%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.54 Unrealized +17.2%
DXPE DXP Enterprises Inc - New 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.58 Unrealized +13.6%
GKOS Glaukos Corp COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.32 Unrealized +16.4%
UMH Umh Properties INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
AVNT Avient Corp COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.16 Unrealized +20.8%
PAGP Plains Gp Holdings Lp CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
EPR Epr Properties Reit CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.50 Unrealized -24.2%
LBRDK Liberty Broadband Corp Srs C COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.15 Unrealized -4.9%
TRUP Trupanion INC CORP COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.05 Unrealized -45.8%
AMWD American Woodmark Corp COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.64 Unrealized +17.0%
HCSG Healthcare Services Group INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.20 Unrealized +9.7%
Physicians Realty Trust Reit CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
EXEL Exelixis INC CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $16.31 Unrealized +18.2%
NWL Newell Brands Inc Common 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.84 Unrealized -25.0%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.05 Unrealized -6.5%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.62 Unrealized -9.1%
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -4.8%
Tarena International INC Intrntl ADR Rep CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
Tupperware Brands Corp COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized