AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $587,616 (100.0% shares, 0.0% debt)

Holdings (594)

MSFT Microsoft Corp Com 5.2%
Value ($000) $30,387 Shares 96,239 Est. Cost $129.67 Unrealized +150.3%
AAPL Apple Computer Inc 4.8%
Value ($000) $28,354 Shares 165,608 Est. Cost $104.47 Unrealized +73.6%
GSSC GS ActiveBeta US Small Cap 4.7%
Value ($000) $27,508 Shares 492,530 Est. Cost $42.72 Unrealized
GOOGL Alphabet Inc 4.4%
Value ($000) $25,882 Shares 197,787 Est. Cost $104.58 Unrealized +22.8%
AMZN Amazon Com Inc 4.0%
Value ($000) $23,344 Shares 183,637 Est. Cost $116.49 Unrealized +15.0%
BRK/B Berkshire Hathaway Inc Cl B New 3.1%
Value ($000) $17,971 Shares 51,303 Est. Cost $204.25 Unrealized +73.7%
LMT Lockheed Martin Corp 2.0%
Value ($000) $12,027 Shares 29,408 Est. Cost $346.05 Unrealized +19.9%
CVX Chevron Corp New Com 2.0%
Value ($000) $11,592 Shares 68,744 Est. Cost $82.89 Unrealized +75.8%
PG Procter & Gamble Co Com 1.9%
Value ($000) $11,392 Shares 78,102 Est. Cost $116.14 Unrealized +24.1%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 1.9%
Value ($000) $11,265 Shares 375,140 Est. Cost $29.05 Unrealized
WMT Wal Mart Stores Inc Com 1.8%
Value ($000) $10,788 Shares 67,454 Est. Cost $29.51 Unrealized +75.6%
COST Costco Wholesale Corp COMMON 1.8%
Value ($000) $10,759 Shares 19,044 Est. Cost $261.04 Unrealized +103.9%
UNH Unitedhealth Group Inc Com 1.8%
Value ($000) $10,577 Shares 20,979 Est. Cost $182.79 Unrealized +157.1%
XOM Exxon Mobil Corp Com 1.8%
Value ($000) $10,561 Shares 89,823 Est. Cost $86.74 Unrealized +16.5%
JNJ Johnson & Johnson Com 1.8%
Value ($000) $10,328 Shares 66,310 Est. Cost $117.06 Unrealized +30.9%
HD Home Depot Inc Com 1.6%
Value ($000) $9,255 Shares 30,628 Est. Cost $224.66 Unrealized +34.9%
V VISA Inc 1.5%
Value ($000) $8,900 Shares 38,695 Est. Cost $122.00 Unrealized +93.6%
ROP Roper Industries Inc 1.5%
Value ($000) $8,814 Shares 18,201 Est. Cost $296.58 Unrealized +62.8%
ACN Accenture Plc, Dublin Shsclass A 1.4%
Value ($000) $8,516 Shares 27,728 Est. Cost $143.90 Unrealized +111.5%
ABBV Abbvie Inc 1.4%
Value ($000) $8,451 Shares 56,697 Est. Cost $93.04 Unrealized +45.5%
AVGO Broadcom Inc 1.4%
Value ($000) $8,377 Shares 10,086 Est. Cost $26.56 Unrealized +216.2%
LIN Linde Plc CORP COMMON 1.4%
Value ($000) $8,302 Shares 22,295 Est. Cost $352.76 Unrealized +4.6%
SYK Stryker Corp Com 1.4%
Value ($000) $8,168 Shares 29,889 Est. Cost $196.40 Unrealized +42.6%
AZO Autozone INC CORP COMMON 1.3%
Value ($000) $7,620 Shares 3,000 Est. Cost $1450.23 Unrealized +73.0%
FISV Fiserv Inc Common 1.3%
Value ($000) $7,486 Shares 66,267 Est. Cost $92.89 Unrealized +32.6%
JPM JPMorgan Chase & Co Com 1.3%
Value ($000) $7,426 Shares 51,206 Est. Cost $84.74 Unrealized +67.9%
IVV Ishares Core S&P 500 ETF 1.3%
Value ($000) $7,425 Shares 17,290 Est. Cost $419.12 Unrealized
UNP Union Pac Corp Com 1.2%
Value ($000) $7,267 Shares 35,688 Est. Cost $145.30 Unrealized +41.9%
IWB Ishares Russell 1000 Index Fund Etf 1.2%
Value ($000) $6,991 Shares 29,760 Est. Cost $236.26 Unrealized
MDT Medtronic Plc, Dublin Shs 1.1%
Value ($000) $6,626 Shares 84,564 Est. Cost $73.69 Unrealized +5.6%
PFE Pfizer Inc Com 1.1%
Value ($000) $6,559 Shares 197,733 Est. Cost $27.22 Unrealized +12.3%
CAT Caterpillar Inc Del Com 1.1%
Value ($000) $6,514 Shares 23,862 Est. Cost $170.45 Unrealized +53.4%
INTU Intuit Common 1.1%
Value ($000) $6,425 Shares 12,574 Est. Cost $394.49 Unrealized +26.4%
KLAC KLA-Tencor Corp Common 1.1%
Value ($000) $6,284 Shares 13,700 Est. Cost $128.77 Unrealized +264.6%
MAR Marriott International INC CLASS A CORP COMMON 1.0%
Value ($000) $6,048 Shares 30,770 Est. Cost $164.30 Unrealized +18.1%
AMGN Amgen Inc Com 1.0%
Value ($000) $5,965 Shares 22,193 Est. Cost $181.36 Unrealized +27.8%
APD Air Products & Chemicals Inc 1.0%
Value ($000) $5,706 Shares 20,133 Est. Cost $271.41 Unrealized +1.3%
IJH Ishares Tr Core S&P Mid-Cap ETF 1.0%
Value ($000) $5,618 Shares 22,530 Est. Cost $244.63 Unrealized
Laboratory Corp Amer Hldgs Com New 0.9%
Value ($000) $5,525 Shares 27,482 Est. Cost $174.43 Unrealized
AMAT Applied Materials INC Material CORP COMMON 0.9%
Value ($000) $5,339 Shares 38,562 Est. Cost $65.27 Unrealized +115.1%
VLO Valero Energy Corp New Com 0.9%
Value ($000) $5,240 Shares 36,977 Est. Cost $53.90 Unrealized +126.6%
BA Boeing Co Com 0.9%
Value ($000) $5,098 Shares 26,594 Est. Cost $156.31 Unrealized +40.0%
LLY Lilly Eli & Co Com 0.8%
Value ($000) $4,661 Shares 8,678 Est. Cost $164.23 Unrealized +208.6%
DIA SPDR Dow Jones Indl Average 0.8%
Value ($000) $4,440 Shares 13,255 Est. Cost $345.79 Unrealized
SPY SPDR Tr Unit Ser 1 0.8%
Value ($000) $4,424 Shares 10,349 Est. Cost $361.76 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.7%
Value ($000) $4,065 Shares 48,264 Est. Cost $60.88 Unrealized
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.7%
Value ($000) $3,825 Shares 133,454 Est. Cost $34.15 Unrealized
ALB Albemarle Corp COMMON 0.6%
Value ($000) $3,673 Shares 21,601 Est. Cost $193.11 Unrealized -0.9%
NEE Nextera Energy Inc 0.6%
Value ($000) $3,554 Shares 62,035 Est. Cost $62.41 Unrealized +3.2%
TGT Target Corp Com 0.6%
Value ($000) $3,510 Shares 31,743 Est. Cost $109.41 Unrealized +6.4%
PEP Pepsico Inc Com 0.5%
Value ($000) $3,028 Shares 17,873 Est. Cost $147.59 Unrealized +13.3%
MCD McDonalds Corp Com 0.5%
Value ($000) $2,804 Shares 10,642 Est. Cost $227.71 Unrealized +18.4%
BRK/A Berkshire Hathaway Inc Del Cl A 0.5%
Value ($000) $2,657 Shares 5 Est. Cost $199512.94 Unrealized +170.2%
IJR Ishares Tr Sp Smallcap 600 Index F 0.4%
Value ($000) $2,476 Shares 26,251 Est. Cost $93.83 Unrealized
NVDA Nvidia Corp 0.4%
Value ($000) $2,413 Shares 5,547 Est. Cost $20.26 Unrealized +121.0%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.4%
Value ($000) $2,371 Shares 35,985 Est. Cost $49.50 Unrealized
ADBE Adobe Sys Inc Com 0.4%
Value ($000) $2,370 Shares 4,647 Est. Cost $333.66 Unrealized +57.2%
MRK Merck & Co Inc New 0.4%
Value ($000) $2,341 Shares 22,735 Est. Cost $86.13 Unrealized +15.9%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $2,256 Shares 41,972 Est. Cost $37.57 Unrealized +33.9%
ORCL Oracle Corp Com 0.3%
Value ($000) $2,053 Shares 19,379 Est. Cost $69.00 Unrealized +63.5%
TXN Texas Instrs Inc Com 0.3%
Value ($000) $2,026 Shares 12,744 Est. Cost $134.25 Unrealized +18.3%
YUM Yum Brands Inc Com 0.3%
Value ($000) $1,903 Shares 15,234 Est. Cost $110.34 Unrealized +13.8%
ITW Illinois Works Inc Com 0.3%
Value ($000) $1,880 Shares 8,164 Est. Cost $170.44 Unrealized +35.0%
CL Colgate Palmolive Co Com 0.3%
Value ($000) $1,868 Shares 26,274 Est. Cost $65.69 Unrealized +7.9%
MSI Motorola Solutions Inc Com New 0.3%
Value ($000) $1,772 Shares 6,509 Est. Cost $184.53 Unrealized +50.3%
AGG Ishares Core Total US Bond 0.3%
Value ($000) $1,714 Shares 18,229 Est. Cost $99.23 Unrealized
FAST Fastenal CO CORP COMMON 0.3%
Value ($000) $1,644 Shares 30,094 Est. Cost $18.91 Unrealized +41.8%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $1,628 Shares 4,545 Est. Cost $301.78 Unrealized
ADP Automatic Data Processing Incom 0.3%
Value ($000) $1,602 Shares 6,658 Est. Cost $154.00 Unrealized +50.1%
ABT Abbott Labs Com 0.3%
Value ($000) $1,577 Shares 16,280 Est. Cost $97.51 Unrealized +3.0%
CTAS Cintas Corp Common 0.3%
Value ($000) $1,491 Shares 3,100 Est. Cost $95.67 Unrealized +27.5%
VZ Verizon Communications Com 0.3%
Value ($000) $1,488 Shares 45,926 Est. Cost $34.30 Unrealized -15.5%
AOS A O Smith Corp COMMON 0.2%
Value ($000) $1,364 Shares 20,633 Est. Cost $49.59 Unrealized +37.2%
COP Conocophillips Com 0.2%
Value ($000) $1,333 Shares 11,129 Est. Cost $93.48 Unrealized +15.4%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $1,263 Shares 6,078 Est. Cost $173.94 Unrealized +23.6%
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $1,222 Shares 9,265 Est. Cost $97.01 Unrealized +33.0%
OTIS Otis Worldwide Corp COMMON 0.2%
Value ($000) $1,173 Shares 14,607 Est. Cost $80.88 Unrealized +1.6%
FANG Diamondback Energy INC CORP COMMON 0.2%
Value ($000) $1,154 Shares 7,453 Est. Cost $116.67 Unrealized +15.0%
MA Mastercard Inc 0.2%
Value ($000) $1,144 Shares 2,889 Est. Cost $327.44 Unrealized +21.0%
TSCO Tractor Supply Co Com 0.2%
Value ($000) $1,058 Shares 5,212 Est. Cost $39.56 Unrealized +5.1%
GRMN Garmin LTD 0.2%
Value ($000) $1,005 Shares 9,557 Est. Cost $101.15 Unrealized -0.6%
DPZ Domino's Pizza INC Dominos CORP COMMON 0.2%
Value ($000) $967 Shares 2,554 Est. Cost $388.36 Unrealized -4.3%
ALLE Allegion Plc CORP COMMON 0.2%
Value ($000) $960 Shares 9,215 Est. Cost $108.37 Unrealized +0.9%
NKE Nike Inc Cl B 0.2%
Value ($000) $949 Shares 9,929 Est. Cost $110.94 Unrealized -11.4%
KO Coca Cola Co Com 0.2%
Value ($000) $933 Shares 16,661 Est. Cost $47.18 Unrealized +18.1%
DIS Disney Walt Co Com 0.2%
Value ($000) $916 Shares 11,296 Est. Cost $99.69 Unrealized -16.3%
BNDX Vanguard Total Intl Bond Index ETF 0.2%
Value ($000) $914 Shares 19,111 Est. Cost $50.00 Unrealized
RHI Robert Half Inc 0.2%
Value ($000) $913 Shares 12,459 Est. Cost $70.21 Unrealized +8.1%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.2%
Value ($000) $892 Shares 10,000 Est. Cost $89.22 Unrealized
EOG EOG Resources Inc Com 0.1%
Value ($000) $870 Shares 6,861 Est. Cost $106.13 Unrealized +10.4%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $849 Shares 31,387 Est. Cost $22.09 Unrealized +14.1%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $849 Shares 12,398 Est. Cost $87.39 Unrealized
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $761 Shares 8,895 Est. Cost $55.85 Unrealized
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.1%
Value ($000) $754 Shares 8,757 Est. Cost $89.91 Unrealized -2.3%
QCOM Qualcomm Inc Com 0.1%
Value ($000) $746 Shares 6,714 Est. Cost $134.87 Unrealized -18.4%
PNR Pentair PLC 0.1%
Value ($000) $740 Shares 11,423 Est. Cost $51.54 Unrealized +27.3%
MAS Masco Corp COMMON 0.1%
Value ($000) $676 Shares 12,654 Est. Cost $55.52 Unrealized -0.4%
IWR Ishares Russell Mid Cap Cap Etf 0.1%
Value ($000) $652 Shares 9,417 Est. Cost $64.43 Unrealized
CRM Salesforce INC CORP COMMON 0.1%
Value ($000) $652 Shares 3,215 Est. Cost $160.94 Unrealized +32.6%
INTC Intel Corp Com 0.1%
Value ($000) $642 Shares 18,073 Est. Cost $33.11 Unrealized +3.4%
DHR Danaher Corp Com 0.1%
Value ($000) $627 Shares 2,529 Est. Cost $228.66 Unrealized -3.7%
ETN Eaton Corp PLC 0.1%
Value ($000) $626 Shares 2,934 Est. Cost $147.48 Unrealized +42.2%
TSLA Tesla Mtrs Inc 0.1%
Value ($000) $622 Shares 2,485 Est. Cost $261.72 Unrealized -1.9%
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $610 Shares 2,677 Est. Cost $187.58 Unrealized +16.8%
BP BP PLC-Spns ADR Sponsored ADR 0.1%
Value ($000) $592 Shares 15,299 Est. Cost $38.69 Unrealized
DVN Devon Energy Corp New Com 0.1%
Value ($000) $588 Shares 12,331 Est. Cost $49.39 Unrealized -6.6%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.1%
Value ($000) $577 Shares 4,376 Est. Cost $103.98 Unrealized
Blackrock Inc 0.1%
Value ($000) $571 Shares 884 Est. Cost $652.72 Unrealized
AXP American Express Co Com 0.1%
Value ($000) $571 Shares 3,828 Est. Cost $149.61 Unrealized +6.2%
IWN CEF Ishares Russell 2000 Value 0.1%
Value ($000) $557 Shares 4,110 Est. Cost $137.02 Unrealized
MMM 3M Co Com 0.1%
Value ($000) $549 Shares 5,865 Est. Cost $82.35 Unrealized -3.4%
BAC Bank of America Corporation Com 0.1%
Value ($000) $542 Shares 19,789 Est. Cost $32.28 Unrealized -13.8%
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $541 Shares 3,063 Est. Cost $166.68 Unrealized
CDW Cdw Corp COMMON 0.1%
Value ($000) $539 Shares 2,670 Est. Cost $175.42 Unrealized +10.2%
SWKS Skyworks Solutions Inc Common 0.1%
Value ($000) $513 Shares 5,205 Est. Cost $149.72 Unrealized -34.5%
NOW Servicenow Inc Common 0.1%
Value ($000) $511 Shares 914 Est. Cost $81.75 Unrealized +39.6%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.1%
Value ($000) $509 Shares 2,445 Est. Cost $193.87 Unrealized
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $493 Shares 3,571 Est. Cost $143.61 Unrealized
MPWR Monolithic Power Systems INC CORP COMMON 0.1%
Value ($000) $482 Shares 1,044 Est. Cost $466.01 Unrealized +7.7%
EMR Emerson Elec Co Com 0.1%
Value ($000) $482 Shares 4,993 Est. Cost $83.96 Unrealized +8.6%
META Meta Platforms INC CLASS A CORP COMMON 0.1%
Value ($000) $470 Shares 1,565 Est. Cost $181.00 Unrealized +65.3%
BBWI Bath & Body Works INC And CORP COMMON 0.1%
Value ($000) $468 Shares 13,849 Est. Cost $37.13 Unrealized -8.8%
VNQ Vanguard REIT Viper VNQ 0.1%
Value ($000) $430 Shares 5,679 Est. Cost $76.42 Unrealized
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $425 Shares 4,670 Est. Cost $125.04 Unrealized
VTI Vanguard Total Stock Market 0.1%
Value ($000) $410 Shares 1,929 Est. Cost $185.11 Unrealized
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $409 Shares 3,560 Est. Cost $107.32 Unrealized
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $403 Shares 5,848 Est. Cost $61.21 Unrealized
STIP Ishares 0-5 Year Tips Bond Etf 0.1%
Value ($000) $388 Shares 4,000 Est. Cost $97.60 Unrealized
GE General Electric CO CORP COMMON 0.1%
Value ($000) $385 Shares 3,481 Est. Cost $68.70 Unrealized +29.1%
IBM International Business Mach Com 0.1%
Value ($000) $383 Shares 2,727 Est. Cost $113.29 Unrealized +16.3%
T AT&T Inc 0.1%
Value ($000) $378 Shares 25,152 Est. Cost $13.56 Unrealized -4.5%
PSX Phillips 66 0.1%
Value ($000) $366 Shares 3,050 Est. Cost $100.42 Unrealized +2.9%
PB Prosperity Bancshares Inc 0.1%
Value ($000) $366 Shares 6,706 Est. Cost $53.35 Unrealized 0.0%
UPS United Parcel Service 0.1%
Value ($000) $355 Shares 2,276 Est. Cost $145.75 Unrealized +4.0%
ZTS Zoetis 0.1%
Value ($000) $354 Shares 2,034 Est. Cost $143.92 Unrealized +22.9%
MS Morgan Stanley CORP COMMON 0.1%
Value ($000) $349 Shares 4,276 Est. Cost $75.84 Unrealized +5.9%
AZN Astrazeneca PLC 0.1%
Value ($000) $342 Shares 5,047 Est. Cost $41.49 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $342 Shares 9,768 Est. Cost $37.17 Unrealized
BMY Bristol-Myers Squibb Co Com 0.1%
Value ($000) $329 Shares 5,674 Est. Cost $55.57 Unrealized -2.2%
ORLY OReilly Auto Inc New 0.1%
Value ($000) $329 Shares 362 Est. Cost $53.84 Unrealized +16.5%
DE Deere & Co Com 0.1%
Value ($000) $313 Shares 830 Est. Cost $251.70 Unrealized +58.1%
TFLO Ishares Treasury Floating Rate Bond Etf Floatng Bd 0.1%
Value ($000) $313 Shares 6,159 Est. Cost $50.74 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $302 Shares 1,984 Est. Cost $155.43 Unrealized +0.4%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.1%
Value ($000) $295 Shares 2,396 Est. Cost $117.84 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $286 Shares 3,131 Est. Cost $83.04 Unrealized +11.3%
EZU Ishares Msci Eurozone Etf 0.0%
Value ($000) $279 Shares 6,595 Est. Cost $31.99 Unrealized
MCO Moodys Corp Common 0.0%
Value ($000) $274 Shares 866 Est. Cost $272.15 Unrealized +22.7%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $273 Shares 539 Est. Cost $506.10 Unrealized +4.5%
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $263 Shares 5,415 Est. Cost $59.57 Unrealized -17.8%
CBT Cabot Corp COMMON 0.0%
Value ($000) $256 Shares 3,700 Est. Cost $29.38 Unrealized +125.3%
BKNG Booking Holdings Inc 0.0%
Value ($000) $256 Shares 83 Est. Cost $1976.02 Unrealized +50.8%
BSX Boston Scientific Corp Com 0.0%
Value ($000) $255 Shares 4,829 Est. Cost $43.41 Unrealized +20.8%
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value ($000) $249 Shares 3,769 Est. Cost $71.80 Unrealized -16.1%
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $248 Shares 544 Est. Cost $402.57 Unrealized
HUM Humana INC CORP COMMON 0.0%
Value ($000) $247 Shares 508 Est. Cost $503.94 Unrealized -9.4%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.0%
Value ($000) $238 Shares 4,938 Est. Cost $48.23 Unrealized
XLK Technology Select Sect SPDR 0.0%
Value ($000) $234 Shares 1,430 Est. Cost $47.25 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $228 Shares 5,637 Est. Cost $32.11 Unrealized +15.2%
Activision Blizzard Inc 0.0%
Value ($000) $226 Shares 2,409 Est. Cost $68.03 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $224 Shares 1,279 Est. Cost $159.98 Unrealized +10.6%
EWJ Ishares Msci Japan Etf 0.0%
Value ($000) $224 Shares 3,712 Est. Cost $48.76 Unrealized
GILD Gilead Sciences Inc. Com 0.0%
Value ($000) $223 Shares 2,979 Est. Cost $56.00 Unrealized +26.2%
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $221 Shares 2,976 Est. Cost $77.51 Unrealized +0.7%
ASML ASML Holding N V 0.0%
Value ($000) $219 Shares 372 Est. Cost $571.93 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $210 Shares 1,383 Est. Cost $167.88 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $208 Shares 2,986 Est. Cost $86.81 Unrealized -25.6%
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.0%
Value ($000) $208 Shares 3,888 Est. Cost $53.64 Unrealized
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $190 Shares 5,018 Est. Cost $34.90 Unrealized
RTX RTX Corporation 0.0%
Value ($000) $186 Shares 2,580 Est. Cost $86.19 Unrealized -5.7%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $183 Shares 100 Est. Cost $30.02 Unrealized +29.9%
CB Chubb Limited 0.0%
Value ($000) $182 Shares 875 Est. Cost $183.05 Unrealized +7.5%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $174 Shares 944 Est. Cost $172.70 Unrealized +0.7%
MFC Manulife Finl Corp Common 0.0%
Value ($000) $169 Shares 9,262 Est. Cost $15.21 Unrealized +24.3%
GWW Ww Grainger INC CORP COMMON 0.0%
Value ($000) $169 Shares 244 Est. Cost $510.28 Unrealized +38.9%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $167 Shares 2,601 Est. Cost $74.09 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $159 Shares 5,221 Est. Cost $29.82 Unrealized +3.0%
WDAY Workday INC CLASS A CORP COMMON 0.0%
Value ($000) $159 Shares 738 Est. Cost $155.97 Unrealized +48.7%
MNST Monster Beverage Corp New 0.0%
Value ($000) $154 Shares 2,905 Est. Cost $49.77 Unrealized +14.2%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $154 Shares 1,031 Est. Cost $175.09 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $153 Shares 933 Est. Cost $186.52 Unrealized -10.1%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $152 Shares 2,042 Est. Cost $23.52 Unrealized +27.0%
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $152 Shares 4,550 Est. Cost $30.77 Unrealized
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $151 Shares 343 Est. Cost $441.74 Unrealized -4.5%
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $150 Shares 524 Est. Cost $254.99 Unrealized +16.3%
IEMG Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $146 Shares 3,073 Est. Cost $50.28 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $146 Shares 1,556 Est. Cost $95.04 Unrealized +3.9%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $143 Shares 1,605 Est. Cost $69.85 Unrealized +22.2%
PGX Invesco Preferred Etf Invsc 0.0%
Value ($000) $142 Shares 13,000 Est. Cost $11.37 Unrealized
PGR Progressive Corp COMMON 0.0%
Value ($000) $140 Shares 1,002 Est. Cost $112.91 Unrealized +6.6%
ELV Elevance Health INC CORP COMMON 0.0%
Value ($000) $138 Shares 317 Est. Cost $462.33 Unrealized -5.6%
ITOT Ishares 1500 Index Fund 0.0%
Value ($000) $136 Shares 1,449 Est. Cost $87.33 Unrealized
TRN Trinity Inds Inc Com 0.0%
Value ($000) $135 Shares 5,561 Est. Cost $23.46 Unrealized -3.1%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $135 Shares 416 Est. Cost $290.66 Unrealized +11.9%
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $134 Shares 368 Est. Cost $354.59 Unrealized +8.8%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $134 Shares 2,594 Est. Cost $32.84 Unrealized +41.0%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $133 Shares 1,853 Est. Cost $58.27 Unrealized +29.4%
EWY Ishares Msci South Korea Etf 0.0%
Value ($000) $132 Shares 2,237 Est. Cost $47.38 Unrealized
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $128 Shares 1,261 Est. Cost $91.69 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $127 Shares 391 Est. Cost $284.77 Unrealized +10.7%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $126 Shares 2,351 Est. Cost $54.42 Unrealized
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $126 Shares 323 Est. Cost $259.06 Unrealized +51.1%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $124 Shares 1,209 Est. Cost $89.96 Unrealized +20.7%
FDX FedEx Corp Com 0.0%
Value ($000) $124 Shares 469 Est. Cost $179.41 Unrealized +37.5%
EPP Ishares Msci Pacific Ex Japan Etf 0.0%
Value ($000) $121 Shares 3,033 Est. Cost $37.59 Unrealized
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $121 Shares 480 Est. Cost $225.85 Unrealized +10.4%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $121 Shares 1,388 Est. Cost $101.44 Unrealized
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.0%
Value ($000) $120 Shares 2,059 Est. Cost $58.44 Unrealized
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $117 Shares 1,689 Est. Cost $82.54 Unrealized -2.6%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $115 Shares 1,111 Est. Cost $96.03 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $115 Shares 3,440 Est. Cost $30.91 Unrealized +13.3%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $112 Shares 1,732 Est. Cost $59.30 Unrealized +1.6%
EWT Ishares Msci Taiwan Index Fund Etf 0.0%
Value ($000) $112 Shares 2,515 Est. Cost $42.94 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $112 Shares 1,487 Est. Cost $77.26 Unrealized -3.7%
MO Altria Group Inc Com 0.0%
Value ($000) $111 Shares 2,637 Est. Cost $34.35 Unrealized +6.0%
Lam Research Corp COMMON 0.0%
Value ($000) $110 Shares 175 Est. Cost $225.62 Unrealized
SAP SAP Sponsored 0.0%
Value ($000) $108 Shares 833 Est. Cost $126.55 Unrealized
COF Capital One Finl Corp Com 0.0%
Value ($000) $106 Shares 1,094 Est. Cost $102.85 Unrealized +0.2%
SNPS Synopsys Inc Com 0.0%
Value ($000) $105 Shares 229 Est. Cost $266.86 Unrealized +67.7%
SYY Sysco Corp Com 0.0%
Value ($000) $105 Shares 1,591 Est. Cost $69.69 Unrealized -3.8%
Federated Hermes Premier Municipal Income Fund Federat Premir Munici Incm Cf 0.0%
Value ($000) $102 Shares 10,660 Est. Cost $9.58 Unrealized
Blackrock Muniyield Quality Fund Iii INC Cf 0.0%
Value ($000) $100 Shares 10,490 Est. Cost $10.01 Unrealized
Independent Bank Group Inc 0.0%
Value ($000) $99 Shares 2,500 Est. Cost $59.43 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $99 Shares 338 Est. Cost $250.18 Unrealized +24.8%
Nuveen Amt-free Municipal Credit Income Fund Amt Free Mncpl Crdt Incm Cf 0.0%
Value ($000) $98 Shares 9,615 Est. Cost $10.24 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $98 Shares 560 Est. Cost $176.22 Unrealized -0.7%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $96 Shares 6,430 Est. Cost $16.09 Unrealized
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $95 Shares 588 Est. Cost $85.70 Unrealized
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $93 Shares 2,279 Est. Cost $40.88 Unrealized -0.5%
CMCSA Comcast Corp 0.0%
Value ($000) $91 Shares 2,059 Est. Cost $39.13 Unrealized +6.0%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $89 Shares 1,603 Est. Cost $56.75 Unrealized -1.4%
GSK GSK PLC ADR 0.0%
Value ($000) $87 Shares 2,405 Est. Cost $32.72 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $87 Shares 1,053 Est. Cost $63.64 Unrealized
MCHI Ishares Msci China Etf 0.0%
Value ($000) $86 Shares 1,980 Est. Cost $42.42 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $85 Shares 508 Est. Cost $107.08 Unrealized +57.4%
BND Vanguard Total Bond Market 0.0%
Value ($000) $82 Shares 1,177 Est. Cost $69.78 Unrealized
DTE DTE Energy Common 0.0%
Value ($000) $82 Shares 822 Est. Cost $106.47 Unrealized -7.2%
FTV Fortive Corp COMMON 0.0%
Value ($000) $80 Shares 1,085 Est. Cost $47.75 Unrealized +19.2%
Total S.A. ADR 0.0%
Value ($000) $80 Shares 1,211 Est. Cost $57.14 Unrealized
GD General Dynamics Corp Com 0.0%
Value ($000) $78 Shares 354 Est. Cost $187.64 Unrealized +12.5%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $78 Shares 293 Est. Cost $208.85 Unrealized
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $78 Shares 1,149 Est. Cost $45.51 Unrealized
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $70.46 Unrealized +15.9%
CRGY Crescent Energy Co 0.0%
Value ($000) $75 Shares 5,935 Est. Cost $14.10 Unrealized -22.0%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $75 Shares 680 Est. Cost $95.75 Unrealized +16.1%
XLV Health Care Select Sector 0.0%
Value ($000) $75 Shares 581 Est. Cost $67.82 Unrealized
SO Southern Company 0.0%
Value ($000) $75 Shares 1,154 Est. Cost $61.36 Unrealized +3.9%
GIS General Mls Inc Com 0.0%
Value ($000) $74 Shares 1,161 Est. Cost $43.98 Unrealized +46.8%
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $73 Shares 1,990 Est. Cost $42.71 Unrealized
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $72 Shares 671 Est. Cost $116.40 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $72 Shares 1,308 Est. Cost $50.42 Unrealized +6.0%
PM Philip Morris Intl Inc 0.0%
Value ($000) $72 Shares 779 Est. Cost $80.99 Unrealized +6.4%
AFL AFLAC Inc Com 0.0%
Value ($000) $71 Shares 930 Est. Cost $69.81 Unrealized +1.0%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $71 Shares 814 Est. Cost $70.10 Unrealized +23.7%
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $70 Shares 2,081 Est. Cost $24.51 Unrealized
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $69 Shares 352 Est. Cost $209.52 Unrealized -2.2%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $69 Shares 922 Est. Cost $62.91 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $69 Shares 854 Est. Cost $79.74 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $68 Shares 604 Est. Cost $113.36 Unrealized -0.3%
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $67 Shares 2,018 Est. Cost $26.43 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $65 Shares 396 Est. Cost $161.16 Unrealized -0.9%
MDLZ Mondelez International Cl A 0.0%
Value ($000) $64 Shares 919 Est. Cost $63.89 Unrealized +5.2%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $64 Shares 860 Est. Cost $67.68 Unrealized +5.6%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $63 Shares 5,824 Est. Cost $12.83 Unrealized -2.7%
BALL Ball Corp Com 0.0%
Value ($000) $62 Shares 1,244 Est. Cost $62.04 Unrealized -15.0%
KKR Kkr & CO INC And CORP COMMON 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $59.78 Unrealized 0.0%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $60 Shares 298 Est. Cost $183.33 Unrealized +6.8%
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $60 Shares 835 Est. Cost $94.12 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $59 Shares 230 Est. Cost $267.50 Unrealized -0.0%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $59 Shares 582 Est. Cost $110.09 Unrealized
Tyco Connectivity LTD 0.0%
Value ($000) $58 Shares 471 Est. Cost $107.54 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $58 Shares 148 Est. Cost $392.70 Unrealized
APH Amphenol Corp New Class A 0.0%
Value ($000) $56 Shares 670 Est. Cost $37.76 Unrealized +11.6%
PAYX Paychex Inc. Com 0.0%
Value ($000) $56 Shares 487 Est. Cost $109.10 Unrealized +2.8%
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $54 Shares 124 Est. Cost $540.35 Unrealized -7.7%
CI Cigna Group 0.0%
Value ($000) $54 Shares 189 Est. Cost $255.45 Unrealized +6.8%
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $54 Shares 208 Est. Cost $255.81 Unrealized +1.0%
F Ford Mtr Co Del 0.0%
Value ($000) $53 Shares 4,289 Est. Cost $11.00 Unrealized +0.9%
HPQ HP INC 0.0%
Value ($000) $52 Shares 2,008 Est. Cost $18.20 Unrealized +53.6%
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $52 Shares 118 Est. Cost $415.60 Unrealized 0.0%
OKE Oneok Inc New Com 0.0%
Value ($000) $51 Shares 805 Est. Cost $57.32 Unrealized +1.1%
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
RRX Regal Rexnord Corp COMMON 0.0%
Value ($000) $50 Shares 351 Est. Cost $134.35 Unrealized +14.6%
Arista Networks INC CORP COMMON 0.0%
Value ($000) $50 Shares 271 Est. Cost $133.42 Unrealized
PSTG Pure Storage INC CLASS A CORP COMMON 0.0%
Value ($000) $50 Shares 1,392 Est. Cost $26.98 Unrealized +37.4%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $49 Shares 1,325 Est. Cost $39.55 Unrealized -1.4%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $49 Shares 484 Est. Cost $67.34 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $48 Shares 719 Est. Cost $101.74 Unrealized -23.6%
EWH Ishares Msci Hong Kong Index Fund Etf 0.0%
Value ($000) $46 Shares 2,690 Est. Cost $18.22 Unrealized
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $46 Shares 325 Est. Cost $151.79 Unrealized
XYZ Block Inc 0.0%
Value ($000) $45 Shares 1,012 Est. Cost $101.61 Unrealized -39.1%
Bank Of America Corp Bac 7.250 Perp Cvt 0.0%
Value ($000) $44 Shares 40 Est. Cost $1.15 Unrealized
GINN Goldman Sachs Innovate Equity Etf 0.0%
Value ($000) $44 Shares 945 Est. Cost $33.95 Unrealized
LQD Ishares Tr Ishares Iboxx Inv Gd Cor 0.0%
Value ($000) $43 Shares 420 Est. Cost $109.58 Unrealized
PKG Packaging Corp Of America COMMON 0.0%
Value ($000) $41 Shares 267 Est. Cost $125.10 Unrealized +9.3%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $41 Shares 599 Est. Cost $72.48 Unrealized 0.0%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $40 Shares 1,016 Est. Cost $39.46 Unrealized
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $40 Shares 250 Est. Cost $0.12 Unrealized
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $40 Shares 368 Est. Cost $89.06 Unrealized +15.9%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $39 Shares 521 Est. Cost $82.96 Unrealized -10.1%
CFR Cullen Frost BK Inc 0.0%
Value ($000) $39 Shares 428 Est. Cost $128.49 Unrealized -27.0%
AEE Ameren Corp Com 0.0%
Value ($000) $39 Shares 515 Est. Cost $73.36 Unrealized +2.9%
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $38 Shares 92 Est. Cost $260.84 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $38 Shares 98 Est. Cost $354.11 Unrealized +7.9%
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $37 Shares 526 Est. Cost $56.16 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $37 Shares 800 Est. Cost $12.97 Unrealized +273.2%
WRBY Warby Parker INC CLASS A CORP COMMON 0.0%
Value ($000) $37 Shares 2,787 Est. Cost $13.70 Unrealized -5.2%
DAN Dana Holding Corp 0.0%
Value ($000) $37 Shares 2,494 Est. Cost $11.44 Unrealized +35.8%
CSX CSX Corp Com 0.0%
Value ($000) $36 Shares 1,185 Est. Cost $31.03 Unrealized -1.5%
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $36 Shares 750 Est. Cost $74.89 Unrealized
IFLN Invesco Fundamental High Yield Corp Bd Etf Invsc Hg Yld Crp Bnd 0.0%
Value ($000) $35 Shares 2,070 Est. Cost $19.32 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $35 Shares 395 Est. Cost $108.86 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $34 Shares 360 Est. Cost $87.97 Unrealized -4.2%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $34 Shares 98 Est. Cost $274.40 Unrealized +27.5%
APTIV PLC 0.0%
Value ($000) $34 Shares 342 Est. Cost $124.21 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $34 Shares 857 Est. Cost $51.51 Unrealized
RMD Resmed INC CORP COMMON 0.0%
Value ($000) $33 Shares 223 Est. Cost $213.37 Unrealized -17.2%
TOTL SPDR Doubleline Cap Total Rtn ETF 0.0%
Value ($000) $33 Shares 845 Est. Cost $48.52 Unrealized
DAR Darling Ingredients INC CORP COMMON 0.0%
Value ($000) $33 Shares 623 Est. Cost $69.73 Unrealized -10.4%
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $32 Shares 138 Est. Cost $87.90 Unrealized +34.6%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $32 Shares 948 Est. Cost $23.50 Unrealized +31.4%
ODFL Old Dominion Freight Line INC CORP COMMON 0.0%
Value ($000) $32 Shares 78 Est. Cost $135.79 Unrealized +46.9%
HYLN Hyliion Holdings Corp CLASS A COMMON 0.0%
Value ($000) $31 Shares 26,583 Est. Cost $9.21 Unrealized -83.8%
GSL Global Ship Lease Inc 0.0%
Value ($000) $31 Shares 1,675 Est. Cost $22.81 Unrealized -14.4%
CMS CMS Energy Corp 0.0%
Value ($000) $31 Shares 578 Est. Cost $54.14 Unrealized -0.7%
CLX Clorox Co Del Com 0.0%
Value ($000) $30 Shares 231 Est. Cost $140.89 Unrealized -0.7%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $30 Shares 100 Est. Cost $255.40 Unrealized +21.5%
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
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $28 Shares 1,711 Est. Cost $13.82 Unrealized +10.4%
USB US Bancorp Del Com New 0.0%
Value ($000) $28 Shares 856 Est. Cost $39.76 Unrealized -18.3%
NTAP Netapp Inc Com 0.0%
Value ($000) $27 Shares 352 Est. Cost $77.16 Unrealized -4.8%
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $25 Shares 182 Est. Cost $131.44 Unrealized +1.8%
ES Eversource Energy CORP COMMON 0.0%
Value ($000) $25 Shares 433 Est. Cost $59.47 Unrealized 0.0%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $25 Shares 207 Est. Cost $112.38 Unrealized +4.8%
INSP Inspire Medical Systems INC CORP COMMON 0.0%
Value ($000) $25 Shares 126 Est. Cost $252.78 Unrealized -0.2%
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $25 Shares 125 Est. Cost $168.66 Unrealized +17.4%
FVD First Trust Value Line Dividend Index Fund Etf 0.0%
Value ($000) $25 Shares 661 Est. Cost $37.39 Unrealized
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $24 Shares 103 Est. Cost $230.70 Unrealized +0.6%
IGF Ishares S&p Global Infrastructure Index Fund Etf 0.0%
Value ($000) $24 Shares 561 Est. Cost $41.00 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $24 Shares 386 Est. Cost $58.71 Unrealized -1.2%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $24 Shares 885 Est. Cost $21.47 Unrealized
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $24 Shares 87 Est. Cost $290.20 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $23 Shares 71 Est. Cost $330.58 Unrealized 0.0%
Cohen & Steers Reit And Preferred Income Fund INC Prefer Cf 0.0%
Value ($000) $23 Shares 1,350 Est. Cost $28.39 Unrealized
PPG PPG Inds Inc Com 0.0%
Value ($000) $23 Shares 178 Est. Cost $133.03 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $23 Shares 100 Est. Cost $199.63 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $22 Shares 200 Est. Cost $124.17 Unrealized 0.0%
IEP Icahn Enterprises Lp Unt 0.0%
Value ($000) $22 Shares 1,114 Est. Cost $48.76 Unrealized
Fisker Inc 0.0%
Value ($000) $22 Shares 3,423 Est. Cost $18.00 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $22 Shares 114 Est. Cost $191.78 Unrealized
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $21 Shares 200 Est. Cost $93.61 Unrealized +4.1%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $21 Shares 4,500 Est. Cost $5.27 Unrealized
RYLD Global X Russell 2000 Covered Call Etf Cvred 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $10.41 Unrealized
TIP Ishares Tr Tips Bd Etf 0.0%
Value ($000) $20 Shares 197 Est. Cost $108.03 Unrealized
SHW Sherwin Williams CORP COMMON 0.0%
Value ($000) $20 Shares 78 Est. Cost $262.23 Unrealized 0.0%
DBO Invesco Db Oil Fund Invsc Etf 0.0%
Value ($000) $20 Shares 1,109 Est. Cost $17.65 Unrealized
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $19 Shares 450 Est. Cost $42.69 Unrealized +4.1%
MP Mp Materials Corp CLASS A COMMON 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $36.97 Unrealized -40.0%
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $18 Shares 75 Est. Cost $238.65 Unrealized +12.5%
DBE Invesco Db Energy Fund Invsc Etf 0.0%
Value ($000) $18 Shares 780 Est. Cost $23.41 Unrealized
ROL Rollins INC CORP COMMON 0.0%
Value ($000) $18 Shares 488 Est. Cost $34.54 Unrealized +13.4%
IGSB Ishares Tr 1-3 Yr Cr Bd Etf 0.0%
Value ($000) $18 Shares 364 Est. Cost $50.54 Unrealized
DUK Duke Energy Corp New 0.0%
Value ($000) $18 Shares 204 Est. Cost $87.59 Unrealized -4.6%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $18 Shares 1,029 Est. Cost $12.25 Unrealized +31.4%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $18 Shares 195 Est. Cost $113.75 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $17 Shares 100 Est. Cost $178.27 Unrealized
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $17 Shares 72 Est. Cost $217.63 Unrealized +7.5%
XMYDX Blackrock Muniyield Fund Inc Cf 0.0%
Value ($000) $17 Shares 1,836 Est. Cost $12.80 Unrealized
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $17 Shares 84 Est. Cost $154.76 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $17 Shares 676 Est. Cost $50.07 Unrealized -54.7%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $17 Shares 107 Est. Cost $155.74 Unrealized
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $17 Shares 159 Est. Cost $86.15 Unrealized
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $53.27 Unrealized
OII Oceaneering International INC CORP COMMON 0.0%
Value ($000) $16 Shares 640 Est. Cost $19.28 Unrealized +18.5%
VEA Vanguard Ftse Developed Market ETF 0.0%
Value ($000) $16 Shares 368 Est. Cost $43.72 Unrealized
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $16 Shares 915 Est. Cost $28.94 Unrealized -35.9%
SVM Silvercorp Metals Inc 0.0%
Value ($000) $16 Shares 6,659 Est. Cost $3.04 Unrealized -10.9%
IBDU Ishares Ibonds Dec 2029 Term Corporate Etf 0.0%
Value ($000) $15 Shares 679 Est. Cost $21.90 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $15 Shares 93 Est. Cost $155.49 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $15 Shares 104 Est. Cost $144.29 Unrealized 0.0%
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $15 Shares 216 Est. Cost $61.19 Unrealized +8.3%
IBDW Ishares Ibonds Dec 2031 Term Corporate Etf Ibond Trm Crp 0.0%
Value ($000) $15 Shares 756 Est. Cost $19.38 Unrealized
IBDX Ishares Ibonds Dec 2032 Term Corporate Etf Tm Crp 0.0%
Value ($000) $15 Shares 623 Est. Cost $23.48 Unrealized
NAT Nordic American Tanker Shippcom 0.0%
Value ($000) $14 Shares 3,500 Est. Cost $3.59 Unrealized +11.4%
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $14 Shares 159 Est. Cost $70.73 Unrealized
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $14 Shares 38 Est. Cost $32.77 Unrealized +29.4%
FHLC Fidelity Msci Health Care Index Etf Indx 0.0%
Value ($000) $14 Shares 230 Est. Cost $60.58 Unrealized
TDC Teradata Corp COMMON 0.0%
Value ($000) $14 Shares 302 Est. Cost $48.94 Unrealized 0.0%
JCI Johnson Controls International PLC 0.0%
Value ($000) $14 Shares 255 Est. Cost $58.52 Unrealized +1.1%
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.0%
Value ($000) $13 Shares 310 Est. Cost $44.82 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
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $12 Shares 234 Est. Cost $46.57 Unrealized +1.9%
DLN Wisdomtree US Largecap Dividend Fund Etf 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.00 Unrealized
WSO Watsco INC CORP COMMON 0.0%
Value ($000) $12 Shares 32 Est. Cost $280.42 Unrealized +28.9%
SHY Ishares 1-3 Year Treasury Bond Etf Treasry 0.0%
Value ($000) $12 Shares 149 Est. Cost $82.43 Unrealized
EFAV Ishares Msci Eafe Min Vol Factor Etf Eaf Fct 0.0%
Value ($000) $12 Shares 183 Est. Cost $50.27 Unrealized
CINF Cincinnati Financial Corp COMMON 0.0%
Value ($000) $12 Shares 115 Est. Cost $94.86 Unrealized +3.7%
PSA Public Storage Inc Com 0.0%
Value ($000) $12 Shares 44 Est. Cost $288.09 Unrealized -11.9%
MCHP Microchip Technology Inc Common 0.0%
Value ($000) $12 Shares 148 Est. Cost $71.01 Unrealized +10.9%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $12 Shares 76 Est. Cost $101.26 Unrealized +31.0%
GUSH Direxion Shares ETF Trust 0.0%
Value ($000) $11 Shares 292 Est. Cost $60.16 Unrealized
INCY Incyte Corp Common 0.0%
Value ($000) $11 Shares 196 Est. Cost $73.88 Unrealized -14.7%
VOD Vodafone Group PLC (New) 0.0%
Value ($000) $11 Shares 1,166 Est. Cost $9.48 Unrealized
AAAU Goldman Sachs Physical Gold Etf 0.0%
Value ($000) $11 Shares 580 Est. Cost $15.40 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $11 Shares 107 Est. Cost $103.74 Unrealized 0.0%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.0%
Value ($000) $10 Shares 245 Est. Cost $43.41 Unrealized
FNCL Fidelity Msci Financials Index Etf Indx 0.0%
Value ($000) $10 Shares 216 Est. Cost $46.77 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $10 Shares 1,013 Est. Cost $9.34 Unrealized +0.0%
ET Energy Transfer Partners LP 0.0%
Value ($000) $10 Shares 705 Est. Cost $7.09 Unrealized
SPYD Spdr Portfolio S&p 500 High Dividend Etf 0.0%
Value ($000) $10 Shares 281 Est. Cost $35.59 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $10 Shares 290 Est. Cost $34.23 Unrealized
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $10 Shares 92 Est. Cost $108.70 Unrealized
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.0%
Value ($000) $9 Shares 280 Est. Cost $32.01 Unrealized
RPM RPM Intl Inc Common 0.0%
Value ($000) $9 Shares 96 Est. Cost $85.82 Unrealized +13.6%
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $9 Shares 213 Est. Cost $46.38 Unrealized
EBAY Ebay Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.33 Unrealized -24.2%
LYB Lyondellbasell Industries 0.0%
Value ($000) $9 Shares 93 Est. Cost $68.21 Unrealized +18.8%
HSY The Hershey Company 0.0%
Value ($000) $9 Shares 44 Est. Cost $189.31 Unrealized +10.2%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $9 Shares 46 Est. Cost $184.60 Unrealized 0.0%
FUTY Fidelity Msci Utilities Index Etf Indx 0.0%
Value ($000) $9 Shares 230 Est. Cost $41.52 Unrealized
EMN Eastman Chemical CO CORP COMMON 0.0%
Value ($000) $9 Shares 113 Est. Cost $93.11 Unrealized -19.0%
SYF Synchrony Financial CORP COMMON 0.0%
Value ($000) $9 Shares 282 Est. Cost $31.63 Unrealized 0.0%
PFLT Pennantpark Floating Rate Capital Ltd Capita CORP COMMON 0.0%
Value ($000) $9 Shares 800 Est. Cost $8.22 Unrealized -2.3%
LNT Alliant Energy Corp COMMON 0.0%
Value ($000) $9 Shares 176 Est. Cost $47.84 Unrealized 0.0%
Unilever PLC Spons ADR New 0.0%
Value ($000) $8 Shares 170 Est. Cost $52.12 Unrealized
NWE Northwestern Corp Energy Group COMMON 0.0%
Value ($000) $8 Shares 169 Est. Cost $47.33 Unrealized 0.0%
FIDU Fidelity Msci Industrials Index Etf Indx 0.0%
Value ($000) $8 Shares 150 Est. Cost $54.12 Unrealized
VFC V F Corp Com 0.0%
Value ($000) $8 Shares 448 Est. Cost $19.03 Unrealized 0.0%
Guaranty Bancshares Inc 0.0%
Value ($000) $8 Shares 275 Est. Cost $25.12 Unrealized
Ishares Ibonds Dec 2023 Term Corporate Etf 0.0%
Value ($000) $8 Shares 311 Est. Cost $25.36 Unrealized
Ishares Ibonds Dec 2023 Term Treasury Etf 0.0%
Value ($000) $8 Shares 316 Est. Cost $24.82 Unrealized
Ishares Ibonds Dec 2024 Term Corporate Etf Trm 0.0%
Value ($000) $8 Shares 317 Est. Cost $24.73 Unrealized
IBTE Ishares Ibonds Dec 2024 Term Treasury Etf 0.0%
Value ($000) $8 Shares 326 Est. Cost $23.84 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
Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm 0.0%
Value ($000) $8 Shares 318 Est. Cost $24.37 Unrealized
Paramount Global CLASS B COMMON 0.0%
Value ($000) $8 Shares 600 Est. Cost $12.90 Unrealized
Ishares Ibonds Dec 2025 Term Treasury Etf 0.0%
Value ($000) $8 Shares 332 Est. Cost $23.08 Unrealized
PAA Plains All American Pipeline 0.0%
Value ($000) $8 Shares 498 Est. Cost $15.32 Unrealized
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $8 Shares 82 Est. Cost $106.00 Unrealized -8.9%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $8 Shares 155 Est. Cost $49.28 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
BCE BCE Inc Com New 0.0%
Value ($000) $7 Shares 196 Est. Cost $37.13 Unrealized -6.8%
FXN First Trust Energy Alphadex Fund Etf 0.0%
Value ($000) $7 Shares 426 Est. Cost $17.42 Unrealized
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $9.70 Unrealized -40.6%
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $7 Shares 33 Est. Cost $218.57 Unrealized
FXD First Trust Consumer Discretionary Alphadex Fund Tr Cons Dscrtnry Etf 0.0%
Value ($000) $7 Shares 137 Est. Cost $51.01 Unrealized
MSM Msc Indl Direct Inc. Cl A 0.0%
Value ($000) $7 Shares 70 Est. Cost $84.91 Unrealized +16.2%
FLEX Flex Ltd CORP COMMON 0.0%
Value ($000) $7 Shares 252 Est. Cost $17.30 Unrealized +17.1%
INVH Invitation Homes INC CORP COMMON 0.0%
Value ($000) $7 Shares 214 Est. Cost $35.88 Unrealized -12.5%
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.0%
Value ($000) $7 Shares 95 Est. Cost $69.86 Unrealized
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $6 Shares 110 Est. Cost $68.00 Unrealized -2.7%
D Dominion RES Inc VA New Com 0.0%
Value ($000) $6 Shares 144 Est. Cost $63.06 Unrealized -30.2%
GNR Spdr S&p Global Natural Resources Etf Resourcs 0.0%
Value ($000) $6 Shares 115 Est. Cost $55.72 Unrealized
ULTA Ulta Salon Cosmetics &fragrance Inc Common 0.0%
Value ($000) $6 Shares 16 Est. Cost $489.83 Unrealized -10.8%
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.0%
Value ($000) $6 Shares 160 Est. Cost $39.71 Unrealized
FXZ First Trust Materials Alphadex Fund Etf 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.03 Unrealized
APP Applovin Corp CLASS A COMMON 0.0%
Value ($000) $6 Shares 150 Est. Cost $14.67 Unrealized +141.8%
ARKK Ark Innovation Etf 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.12 Unrealized
KDP Keurig Dr Pepper INC CORP COMMON 0.0%
Value ($000) $6 Shares 186 Est. Cost $30.73 Unrealized 0.0%
M Macys Inc Common 0.0%
Value ($000) $6 Shares 500 Est. Cost $15.89 Unrealized -11.8%
EXR Extra Space Storage INC Reit CORP COMMON 0.0%
Value ($000) $6 Shares 47 Est. Cost $146.80 Unrealized -17.4%
FENY Fidelity Msci Energy Index Etf Indx 0.0%
Value ($000) $6 Shares 225 Est. Cost $24.91 Unrealized
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $6 Shares 39 Est. Cost $146.41 Unrealized 0.0%
EEMV Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fct 0.0%
Value ($000) $5 Shares 102 Est. Cost $53.35 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $5 Shares 12 Est. Cost $142.60 Unrealized +213.8%
HRL Hormel Foods Corp 0.0%
Value ($000) $5 Shares 136 Est. Cost $36.16 Unrealized 0.0%
SLB Schlumberger LTD Com 0.0%
Value ($000) $5 Shares 88 Est. Cost $54.41 Unrealized 0.0%
SNA Snap On Inc Common 0.0%
Value ($000) $5 Shares 19 Est. Cost $194.86 Unrealized +30.2%
CMI Cummins Inc 0.0%
Value ($000) $5 Shares 21 Est. Cost $212.05 Unrealized +7.8%
MCK McKesson Corp Com 0.0%
Value ($000) $5 Shares 11 Est. Cost $341.28 Unrealized +22.1%
EXC Exelon Corporation 0.0%
Value ($000) $5 Shares 125 Est. Cost $39.06 Unrealized -4.7%
DHI D R Horton Inc 0.0%
Value ($000) $5 Shares 42 Est. Cost $77.70 Unrealized +50.6%
XLP Select Sec Amex Consumer Staples 0.0%
Value ($000) $4 Shares 63 Est. Cost $70.87 Unrealized
Virtus Dividend Interest & Premium Strategy Fund Inter Str Cf 0.0%
Value ($000) $4 Shares 381 Est. Cost $12.21 Unrealized
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $4 Shares 110 Est. Cost $39.56 Unrealized
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.46 Unrealized
SUI Sun Communities INC Reit CORP COMMON 0.0%
Value ($000) $4 Shares 34 Est. Cost $176.47 Unrealized
ARCC Ares Capital Corp COMMON 0.0%
Value ($000) $4 Shares 205 Est. Cost $13.21 Unrealized +17.2%
WU The Western Union Co 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.25 Unrealized
PAVE Global X US Infrastructure Development Etf Infra Dvlpmnt 0.0%
Value ($000) $4 Shares 130 Est. Cost $30.38 Unrealized
BMBL Bumble INC CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 263 Est. Cost $67.36 Unrealized -74.9%
USHY Ishares Broad Usd High Yield Corporate Bond Etf Hg Yld Crp Bnd 0.0%
Value ($000) $4 Shares 110 Est. Cost $34.71 Unrealized
NEO Neogenomics INC CORP COMMON 0.0%
Value ($000) $4 Shares 304 Est. Cost $14.87 Unrealized 0.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.50 Unrealized 0.0%
REM Ishares Mortgage Real Estate Etf 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.71 Unrealized
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $3 Shares 52 Est. Cost $1.13 Unrealized
PEG Public Service Enterprise Gr 0.0%
Value ($000) $3 Shares 58 Est. Cost $58.02 Unrealized -2.2%
SPYV Spdr Portfolio S&p 500 Value Etf 0.0%
Value ($000) $3 Shares 80 Est. Cost $0.04 Unrealized
IFRA Ishares US Infrastructure Etf 0.0%
Value ($000) $3 Shares 90 Est. Cost $36.59 Unrealized
XLB Materials Select Sector SPDR Fund 0.0%
Value ($000) $3 Shares 40 Est. Cost $78.55 Unrealized
FOX Fox Corp Cl B 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.63 Unrealized 0.0%
Proshares Tr 0.0%
Value ($000) $3 Shares 240 Est. Cost $23.55 Unrealized
GRID First Trust Nasdaq Cln Edge Smart Grid Infra Ix FUND Clean Etf 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.90 Unrealized
CME CME Group Inc 0.0%
Value ($000) $3 Shares 14 Est. Cost $166.17 Unrealized +8.4%
CNP Centerpoint Energy Inc 0.0%
Value ($000) $3 Shares 101 Est. Cost $26.78 Unrealized +1.3%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $3 Shares 48 Est. Cost $63.01 Unrealized
JEPI JPMORGAN Equity Premium Income Etf 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.56 Unrealized
LNG Cheniere Energy INC CORP COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $152.73 Unrealized +5.6%
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $3 Shares 6 Est. Cost $545.34 Unrealized -23.8%
Blackrock Debt Strategies Fund INC Cf 0.0%
Value ($000) $3 Shares 250 Est. Cost $9.79 Unrealized
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $3 Shares 5 Est. Cost $486.15 Unrealized +5.1%
QYLD Global X Nasdaq 100 Covered Call Etf Fund Glb Nsdq Cvd 0.0%
Value ($000) $3 Shares 150 Est. Cost $16.77 Unrealized
Brookfield Renewable Corp CLASS A COMMON 0.0%
Value ($000) $2 Shares 97 Est. Cost $41.24 Unrealized
NTR Nutrien LTD 0.0%
Value ($000) $2 Shares 37 Est. Cost $73.42 Unrealized -20.6%
A Agilent Technologies Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.44 Unrealized -6.1%
MTD Mettler-toledo International INC Mettler Toledo CORP COMMON 0.0%
Value ($000) $2 Shares 2 Est. Cost $1396.62 Unrealized -12.3%
LIT Global X Lithium & Battery Tech Etf 0.0%
Value ($000) $2 Shares 40 Est. Cost $55.17 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $191.11 Unrealized +5.0%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $2 Shares 21 Est. Cost $205.60 Unrealized -45.7%
CE Celanese Corp Series A 0.0%
Value ($000) $2 Shares 17 Est. Cost $98.11 Unrealized +21.6%
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $2 Shares 30 Est. Cost $85.41 Unrealized -0.7%
BBY Best Buy Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $83.81 Unrealized -18.1%
EL Lauder Estee Cos Inc Class A 0.0%
Value ($000) $2 Shares 13 Est. Cost $244.78 Unrealized -35.0%
UAL United Airlines Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 42 Est. Cost $50.56 Unrealized 0.0%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value ($000) $2 Shares 70 Est. Cost $37.13 Unrealized -34.0%
SPTL Spdr Portfolio Long Term Treasury Etf 0.0%
Value ($000) $2 Shares 67 Est. Cost $26.15 Unrealized
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $2 Shares 7 Est. Cost $198.26 Unrealized +27.1%
XLRE Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $2 Shares 50 Est. Cost $34.08 Unrealized
TDG Transdigm Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 2 Est. Cost $502.76 Unrealized +49.2%
HEI Heico Corp COMMON 0.0%
Value ($000) $2 Shares 10 Est. Cost $155.70 Unrealized +9.0%
TEAM Atlassian Corp CLASS A COMMON 0.0%
Value ($000) $2 Shares 8 Est. Cost $159.19 Unrealized +19.3%
WLK Westlake Corp COMMON 0.0%
Value ($000) $1 Shares 12 Est. Cost $95.20 Unrealized +28.6%
GM General Motors Co 0.0%
Value ($000) $1 Shares 45 Est. Cost $36.59 Unrealized -5.3%
ETR Entergy Corp New Com 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.89 Unrealized -6.4%
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.48 Unrealized +47.8%
DIV Global X Superdividend US Etf 0.0%
Value ($000) $1 Shares 75 Est. Cost $16.20 Unrealized
Tellurian INC CORP COMMON 0.0%
Value ($000) $1 Shares 952 Est. Cost $4.02 Unrealized
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $134.59 Unrealized +26.5%
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $1 Shares 45 Est. Cost $37.05 Unrealized
ZYXIQ Zynex INC CORP COMMON 0.0%
Value ($000) $1 Shares 119 Est. Cost $8.37 Unrealized 0.0%
WCN Waste Connections Inc Common 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.29 Unrealized +3.4%
NUE Nucor Corp COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $119.11 Unrealized +33.9%
DLR Digital Realty Trust INC Reit CORP COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.27 Unrealized +20.5%
MHO M/i Homes INC M I CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.95 Unrealized +115.2%
SDIV Global X Superdividend Etf 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.92 Unrealized
Nikola Corp 0.0%
Value ($000) $1 Shares 500 Est. Cost $20.00 Unrealized
NSP Insperity INC CORP COMMON 0.0%
Value ($000) $1 Shares 8 Est. Cost $103.17 Unrealized -6.4%
BCPC Balchem Corp COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $129.11 Unrealized +1.3%
Reaves Utility Income Fund Cf 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.67 Unrealized
DMTKQ Dermtech Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $13.33 Unrealized
ILMN Illumina Inc Common 0.0%
Value ($000) $1 Shares 5 Est. Cost $197.84 Unrealized -16.9%
IP Intl Paper Co Com 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.99 Unrealized +2.3%
LKQ Lkq Corp COMMON 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.50 Unrealized +2.8%
Berry Global Group INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.33 Unrealized
GXO Gxo Logistics INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $40.10 Unrealized +56.0%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $1 Shares 35 Est. Cost $41.77 Unrealized -62.7%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $1 Shares 111 Est. Cost $36.04 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $156.07 Unrealized +13.6%
Denbury INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $98.00 Unrealized
XBI Spdr S&p Biotech Etf 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.17 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $0 Shares 3 Est. Cost $142.83 Unrealized +1.2%
TRU Transunion CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.59 Unrealized +34.4%
CNC Centene Corp Del Common 0.0%
Value ($000) $0 Shares 6 Est. Cost $89.37 Unrealized -25.6%
WDC Western Digital Corp 0.0%
Value ($000) $0 Shares 9 Est. Cost $26.28 Unrealized +19.6%
MTSI Macom Technology Solutions Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $62.45 Unrealized +18.4%
IPGP IPG Photonics Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $89.69 Unrealized +25.8%
CIEN Ciena Corp COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost $49.29 Unrealized -10.6%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $125.24 Unrealized -27.8%
CHD Church & Dwight CO INC And CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.83 Unrealized +12.4%
NRG NRG Energy Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.49 Unrealized -1.2%
CF CF Industries Holdings, Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.52 Unrealized -21.0%
ESNT Essent Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.95 Unrealized +32.6%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.17 Unrealized -8.3%
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
ASO Academy Sports And Outdoors INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.49 Unrealized +12.8%
LITE Lumentum Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.45 Unrealized -10.0%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.54 Unrealized +28.5%
HST Host Hotels & Resorts INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 16 Est. Cost $14.65 Unrealized -1.1%
Sapiens International Corporation Nv CORP COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost $0.11 Unrealized
FHN First Horizon Corp COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.53 Unrealized -47.3%
RHP Ryman Hospitality Properties INC Prop Reit CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.03 Unrealized -7.4%
GKOS Glaukos Corp COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $49.32 Unrealized +51.4%
TRUP Trupanion INC CORP COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.05 Unrealized -45.4%
PAGP Plains Gp Holdings Lp Lmt Part CLASS A Unt 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
JBTM John Bean Technologies Corp COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.48 Unrealized +22.7%
DXPE DXP Enterprises Inc - New 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.58 Unrealized +35.9%
ARMK Aramark CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $26.53 Unrealized +2.5%
RXO Rxo INC CORP COMMON 0.0%
Value ($000) $0 Shares 10 Est. Cost $17.74 Unrealized +11.0%
LBRDK Liberty Broadband Corp Srs C COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.15 Unrealized +9.7%
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 +20.2%
EPR Epr Properties Reit CORP COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
SUPN Supernus Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $34.75 Unrealized -12.4%
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.50 Unrealized -19.3%
EXEL Exelixis INC CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $16.31 Unrealized +28.3%
AMWD American Woodmark Corp COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $49.64 Unrealized +51.4%
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 -5.8%
NWL Newell Brands Inc Common 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.84 Unrealized -24.4%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.62 Unrealized -8.9%
REZI Resideo Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.13 Unrealized -7.2%
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