AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $636,719 (100.0% shares, 0.0% debt)

Holdings (549)

MSFT Microsoft Corp Com 5.7%
Value ($000) $36,404 Shares 96,809 Est. Cost $129.67 Unrealized +170.2%
AAPL Apple Computer Inc 5.1%
Value ($000) $32,426 Shares 168,418 Est. Cost $105.77 Unrealized +72.8%
GSSC GS ActiveBeta US Small Cap 4.8%
Value ($000) $30,560 Shares 484,160 Est. Cost $42.72 Unrealized
AMZN Amazon Com Inc 4.5%
Value ($000) $28,523 Shares 187,723 Est. Cost $117.01 Unrealized +19.8%
GOOGL Alphabet Inc 4.2%
Value ($000) $26,981 Shares 193,147 Est. Cost $104.58 Unrealized +27.5%
BRK/B Berkshire Hathaway Inc Cl B New 3.0%
Value ($000) $19,014 Shares 53,310 Est. Cost $209.78 Unrealized +67.3%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.2%
Value ($000) $14,058 Shares 430,448 Est. Cost $29.51 Unrealized
COST Costco Wholesale Corp COMMON 2.1%
Value ($000) $13,456 Shares 20,385 Est. Cost $281.59 Unrealized +103.7%
LMT Lockheed Martin Corp 2.1%
Value ($000) $13,074 Shares 28,846 Est. Cost $346.05 Unrealized +20.6%
WMT Wal Mart Stores Inc Com 1.9%
Value ($000) $12,063 Shares 76,518 Est. Cost $32.13 Unrealized +60.7%
HD Home Depot Inc Com 1.8%
Value ($000) $11,510 Shares 33,214 Est. Cost $230.03 Unrealized +27.7%
AVGO Broadcom Inc 1.8%
Value ($000) $11,337 Shares 10,156 Est. Cost $26.56 Unrealized +247.3%
PG Procter & Gamble Co Com 1.8%
Value ($000) $11,272 Shares 76,921 Est. Cost $116.14 Unrealized +21.1%
JNJ Johnson & Johnson Com 1.7%
Value ($000) $11,002 Shares 70,195 Est. Cost $118.53 Unrealized +21.1%
UNH Unitedhealth Group Inc Com 1.7%
Value ($000) $10,900 Shares 20,703 Est. Cost $182.79 Unrealized +179.7%
ACN Accenture Plc, Dublin Shsclass A 1.7%
Value ($000) $10,563 Shares 30,101 Est. Cost $157.20 Unrealized +98.9%
V VISA Inc 1.7%
Value ($000) $10,554 Shares 40,538 Est. Cost $127.49 Unrealized +90.3%
FISV Fiserv Inc Common 1.5%
Value ($000) $9,522 Shares 71,677 Est. Cost $95.14 Unrealized +29.0%
ABBV Abbvie Inc 1.4%
Value ($000) $9,204 Shares 59,392 Est. Cost $94.97 Unrealized +42.9%
CVX Chevron Corp New Com 1.4%
Value ($000) $9,186 Shares 61,586 Est. Cost $82.89 Unrealized +66.2%
XOM Exxon Mobil Corp Com 1.4%
Value ($000) $9,062 Shares 90,635 Est. Cost $86.74 Unrealized +12.5%
JPM JPMorgan Chase & Co Com 1.4%
Value ($000) $8,724 Shares 51,288 Est. Cost $84.74 Unrealized +71.0%
UNP Union Pac Corp Com 1.4%
Value ($000) $8,662 Shares 35,264 Est. Cost $145.30 Unrealized +44.0%
IVV Ishares Core S&P 500 ETF 1.4%
Value ($000) $8,634 Shares 18,077 Est. Cost $421.66 Unrealized
ROP Roper Industries Inc 1.3%
Value ($000) $8,315 Shares 15,252 Est. Cost $296.58 Unrealized +71.3%
LIN Linde Plc CORP COMMON 1.3%
Value ($000) $8,013 Shares 19,511 Est. Cost $352.76 Unrealized +8.7%
AZO Autozone INC CORP COMMON 1.2%
Value ($000) $7,809 Shares 3,020 Est. Cost $1450.23 Unrealized +78.8%
IWB Ishares Russell 1000 Index Fund Etf 1.2%
Value ($000) $7,805 Shares 29,760 Est. Cost $236.26 Unrealized
SYK Stryker Corp Com 1.2%
Value ($000) $7,770 Shares 25,946 Est. Cost $196.40 Unrealized +39.9%
Laboratory Corp Amer Hldgs Com New 1.2%
Value ($000) $7,457 Shares 32,807 Est. Cost $183.01 Unrealized
CAT Caterpillar Inc Del Com 1.1%
Value ($000) $7,254 Shares 24,533 Est. Cost $172.66 Unrealized +45.5%
KLAC KLA-Tencor Corp Common 1.1%
Value ($000) $6,970 Shares 11,991 Est. Cost $128.77 Unrealized +296.7%
MAR Marriott International INC CLASS A CORP COMMON 1.1%
Value ($000) $6,876 Shares 30,491 Est. Cost $164.30 Unrealized +20.8%
INTU Intuit Common 1.0%
Value ($000) $6,320 Shares 10,111 Est. Cost $394.49 Unrealized +38.1%
IJH Ishares Tr Core S&P Mid-Cap ETF 1.0%
Value ($000) $6,235 Shares 22,498 Est. Cost $244.63 Unrealized
BA Boeing Co Com 0.9%
Value ($000) $5,968 Shares 22,895 Est. Cost $156.31 Unrealized +36.8%
AMGN Amgen Inc Com 0.9%
Value ($000) $5,950 Shares 20,658 Est. Cost $181.36 Unrealized +40.7%
PEP Pepsico Inc Com 0.8%
Value ($000) $5,070 Shares 29,850 Est. Cost $150.06 Unrealized +2.5%
SPY SPDR Tr Unit Ser 1 0.8%
Value ($000) $4,944 Shares 10,402 Est. Cost $361.76 Unrealized
DIA SPDR Dow Jones Indl Average 0.8%
Value ($000) $4,919 Shares 13,052 Est. Cost $345.79 Unrealized
VLO Valero Energy Corp New Com 0.8%
Value ($000) $4,814 Shares 37,032 Est. Cost $53.90 Unrealized +121.4%
AMAT Applied Materials INC Material CORP COMMON 0.7%
Value ($000) $4,691 Shares 28,943 Est. Cost $65.27 Unrealized +120.9%
MCD McDonalds Corp Com 0.7%
Value ($000) $4,324 Shares 14,583 Est. Cost $236.08 Unrealized +9.6%
TGT Target Corp Com 0.6%
Value ($000) $4,113 Shares 28,881 Est. Cost $109.41 Unrealized +3.3%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.6%
Value ($000) $3,961 Shares 42,226 Est. Cost $60.88 Unrealized
NEE Nextera Energy Inc 0.6%
Value ($000) $3,943 Shares 64,923 Est. Cost $62.02 Unrealized -13.8%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.6%
Value ($000) $3,934 Shares 128,200 Est. Cost $34.15 Unrealized
LLY Lilly Eli & Co Com 0.6%
Value ($000) $3,917 Shares 6,719 Est. Cost $164.23 Unrealized +250.2%
MDT Medtronic Plc, Dublin Shs 0.5%
Value ($000) $3,498 Shares 42,461 Est. Cost $73.69 Unrealized -3.0%
MRK Merck & Co Inc New 0.5%
Value ($000) $3,367 Shares 30,887 Est. Cost $88.95 Unrealized +8.8%
YUM Yum Brands Inc Com 0.5%
Value ($000) $3,027 Shares 23,168 Est. Cost $113.55 Unrealized +5.4%
IJR Ishares Tr Sp Smallcap 600 Index F 0.4%
Value ($000) $2,842 Shares 26,251 Est. Cost $93.83 Unrealized
NVDA Nvidia Corp 0.4%
Value ($000) $2,755 Shares 5,563 Est. Cost $20.26 Unrealized +128.6%
ADBE Adobe Sys Inc Com 0.4%
Value ($000) $2,754 Shares 4,616 Est. Cost $333.66 Unrealized +72.9%
BRK/A Berkshire Hathaway Inc Del Cl A 0.4%
Value ($000) $2,713 Shares 5 Est. Cost $199512.94 Unrealized +167.6%
ITW Illinois Works Inc Com 0.4%
Value ($000) $2,644 Shares 10,095 Est. Cost $181.32 Unrealized +25.4%
APD Air Products & Chemicals Inc 0.4%
Value ($000) $2,570 Shares 9,387 Est. Cost $271.41 Unrealized -4.5%
TXN Texas Instrs Inc Com 0.4%
Value ($000) $2,449 Shares 14,365 Est. Cost $135.52 Unrealized +7.4%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.4%
Value ($000) $2,442 Shares 35,985 Est. Cost $49.50 Unrealized
MSI Motorola Solutions Inc Com New 0.4%
Value ($000) $2,254 Shares 7,199 Est. Cost $195.18 Unrealized +51.5%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $2,140 Shares 5,226 Est. Cost $315.82 Unrealized
VZ Verizon Communications Com 0.3%
Value ($000) $2,114 Shares 56,068 Est. Cost $33.70 Unrealized -8.0%
FAST Fastenal CO CORP COMMON 0.3%
Value ($000) $2,002 Shares 30,908 Est. Cost $19.17 Unrealized +49.7%
AGG Ishares Core Total US Bond 0.3%
Value ($000) $1,949 Shares 19,637 Est. Cost $99.23 Unrealized
ALB Albemarle Corp COMMON 0.3%
Value ($000) $1,882 Shares 13,024 Est. Cost $193.11 Unrealized -31.6%
ABT Abbott Labs Com 0.3%
Value ($000) $1,824 Shares 16,574 Est. Cost $97.48 Unrealized -1.4%
ADP Automatic Data Processing Incom 0.3%
Value ($000) $1,756 Shares 7,536 Est. Cost $161.93 Unrealized +37.1%
OTIS Otis Worldwide Corp COMMON 0.3%
Value ($000) $1,686 Shares 18,849 Est. Cost $80.73 Unrealized -0.6%
AOS A O Smith Corp COMMON 0.3%
Value ($000) $1,683 Shares 20,409 Est. Cost $49.59 Unrealized +43.2%
CL Colgate Palmolive Co Com 0.3%
Value ($000) $1,671 Shares 20,968 Est. Cost $65.69 Unrealized +9.2%
CTAS Cintas Corp Common 0.3%
Value ($000) $1,633 Shares 2,709 Est. Cost $95.67 Unrealized +37.7%
PFE Pfizer Inc Com 0.3%
Value ($000) $1,615 Shares 56,087 Est. Cost $27.22 Unrealized -3.0%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $1,521 Shares 6,835 Est. Cost $176.24 Unrealized +10.5%
ALLE Allegion Plc CORP COMMON 0.2%
Value ($000) $1,445 Shares 11,404 Est. Cost $107.56 Unrealized -3.2%
RHI Robert Half Inc 0.2%
Value ($000) $1,338 Shares 15,216 Est. Cost $71.89 Unrealized +10.6%
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $1,306 Shares 9,265 Est. Cost $97.01 Unrealized +38.8%
CSCO Cisco Sys Inc Com 0.2%
Value ($000) $1,252 Shares 24,777 Est. Cost $37.57 Unrealized +27.7%
MA Mastercard Inc 0.2%
Value ($000) $1,216 Shares 2,851 Est. Cost $327.44 Unrealized +21.3%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $1,198 Shares 8,286 Est. Cost $131.73 Unrealized -10.2%
MAS Masco Corp COMMON 0.2%
Value ($000) $1,176 Shares 17,563 Est. Cost $55.66 Unrealized +0.7%
COP Conocophillips Com 0.2%
Value ($000) $1,162 Shares 10,015 Est. Cost $93.48 Unrealized +17.4%
PNR Pentair PLC 0.2%
Value ($000) $1,050 Shares 14,444 Est. Cost $53.96 Unrealized +16.9%
FANG Diamondback Energy INC CORP COMMON 0.2%
Value ($000) $1,050 Shares 6,772 Est. Cost $116.67 Unrealized +23.7%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.2%
Value ($000) $1,031 Shares 10,000 Est. Cost $89.22 Unrealized
DIS Disney Walt Co Com 0.2%
Value ($000) $1,018 Shares 11,271 Est. Cost $99.69 Unrealized -13.5%
KO Coca Cola Co Com 0.2%
Value ($000) $994 Shares 16,866 Est. Cost $47.26 Unrealized +12.7%
VTI Vanguard Total Stock Market 0.2%
Value ($000) $985 Shares 4,154 Est. Cost $213.02 Unrealized
VONG Vanguard Russell 1000 Growth Etf 0.2%
Value ($000) $967 Shares 12,398 Est. Cost $87.39 Unrealized
ORCL Oracle Corp Com 0.1%
Value ($000) $926 Shares 8,785 Est. Cost $69.00 Unrealized +54.7%
BNDX Vanguard Total Intl Bond Index ETF 0.1%
Value ($000) $903 Shares 18,300 Est. Cost $50.00 Unrealized
GRMN Garmin LTD 0.1%
Value ($000) $879 Shares 6,839 Est. Cost $101.15 Unrealized +10.4%
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $873 Shares 4,348 Est. Cost $176.73 Unrealized
INTC Intel Corp Com 0.1%
Value ($000) $861 Shares 17,131 Est. Cost $33.11 Unrealized +20.9%
CRM Salesforce INC CORP COMMON 0.1%
Value ($000) $849 Shares 3,228 Est. Cost $160.94 Unrealized +38.9%
MMM 3M Co Com 0.1%
Value ($000) $810 Shares 7,411 Est. Cost $80.93 Unrealized -6.7%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $764 Shares 29,940 Est. Cost $22.09 Unrealized +13.0%
BBWI Bath & Body Works INC And CORP COMMON 0.1%
Value ($000) $758 Shares 17,559 Est. Cost $35.97 Unrealized -12.0%
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $750 Shares 9,948 Est. Cost $67.04 Unrealized
IWR Ishares Russell Mid Cap Cap Etf 0.1%
Value ($000) $713 Shares 9,176 Est. Cost $64.43 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $712 Shares 2,958 Est. Cost $147.48 Unrealized +46.2%
NKE Nike Inc Cl B 0.1%
Value ($000) $702 Shares 6,464 Est. Cost $110.94 Unrealized -7.2%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $696 Shares 7,265 Est. Cost $55.85 Unrealized
AXP American Express Co Com 0.1%
Value ($000) $683 Shares 3,646 Est. Cost $149.61 Unrealized +4.9%
DPZ Domino's Pizza INC Dominos CORP COMMON 0.1%
Value ($000) $682 Shares 1,655 Est. Cost $388.36 Unrealized -6.4%
MPWR Monolithic Power Systems INC CORP COMMON 0.1%
Value ($000) $669 Shares 1,060 Est. Cost $466.73 Unrealized +10.1%
BAC Bank of America Corporation Com 0.1%
Value ($000) $660 Shares 19,600 Est. Cost $32.28 Unrealized -14.5%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.1%
Value ($000) $644 Shares 4,376 Est. Cost $103.98 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $637 Shares 901 Est. Cost $81.75 Unrealized +54.2%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.1%
Value ($000) $630 Shares 2,707 Est. Cost $197.62 Unrealized
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $602 Shares 2,677 Est. Cost $187.58 Unrealized +23.9%
PB Prosperity Bancshares Inc 0.1%
Value ($000) $595 Shares 8,790 Est. Cost $53.57 Unrealized +1.3%
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $578 Shares 3,863 Est. Cost $144.06 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $569 Shares 2,459 Est. Cost $228.66 Unrealized -8.0%
RMD Resmed INC CORP COMMON 0.1%
Value ($000) $568 Shares 3,303 Est. Cost $154.92 Unrealized -2.7%
META Meta Platforms INC CLASS A CORP COMMON 0.1%
Value ($000) $563 Shares 1,590 Est. Cost $183.24 Unrealized +76.5%
VNQ Vanguard REIT Viper VNQ 0.1%
Value ($000) $560 Shares 6,343 Est. Cost $77.67 Unrealized
Blackrock Inc 0.1%
Value ($000) $548 Shares 675 Est. Cost $652.72 Unrealized
T AT&T Inc 0.1%
Value ($000) $547 Shares 32,622 Est. Cost $13.71 Unrealized +3.7%
BP BP PLC-Spns ADR Sponsored ADR 0.1%
Value ($000) $545 Shares 15,384 Est. Cost $38.69 Unrealized
CDW Cdw Corp COMMON 0.1%
Value ($000) $544 Shares 2,392 Est. Cost $175.42 Unrealized +17.5%
GE General Electric CO CORP COMMON 0.1%
Value ($000) $519 Shares 4,063 Est. Cost $71.96 Unrealized +27.1%
IBM International Business Mach Com 0.1%
Value ($000) $517 Shares 3,161 Est. Cost $117.16 Unrealized +20.8%
EOG EOG Resources Inc Com 0.1%
Value ($000) $498 Shares 4,116 Est. Cost $106.13 Unrealized +8.9%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $483 Shares 4,670 Est. Cost $125.04 Unrealized
IWN CEF Ishares Russell 2000 Value 0.1%
Value ($000) $482 Shares 3,103 Est. Cost $137.02 Unrealized
TSCO Tractor Supply Co Com 0.1%
Value ($000) $472 Shares 2,195 Est. Cost $39.56 Unrealized -0.4%
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $445 Shares 3,560 Est. Cost $107.32 Unrealized
EMR Emerson Elec Co Com 0.1%
Value ($000) $426 Shares 4,378 Est. Cost $83.96 Unrealized +4.9%
TFLO Ishares Treasury Floating Rate Bond Etf Floatng Bd 0.1%
Value ($000) $425 Shares 8,421 Est. Cost $50.67 Unrealized
ZTS Zoetis 0.1%
Value ($000) $404 Shares 2,047 Est. Cost $143.92 Unrealized +20.1%
TSLA Tesla Mtrs Inc 0.1%
Value ($000) $390 Shares 1,570 Est. Cost $261.72 Unrealized -9.2%
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $377 Shares 6,501 Est. Cost $55.38 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.1%
Value ($000) $366 Shares 2,215 Est. Cost $166.89 Unrealized
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.1%
Value ($000) $366 Shares 2,547 Est. Cost $119.37 Unrealized
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $362 Shares 774 Est. Cost $447.48 Unrealized +1.0%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $361 Shares 2,015 Est. Cost $155.54 Unrealized +4.4%
ITOT Ishares 1500 Index Fund 0.1%
Value ($000) $359 Shares 3,412 Est. Cost $97.63 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $346 Shares 8,876 Est. Cost $37.17 Unrealized
ORLY OReilly Auto Inc New 0.1%
Value ($000) $344 Shares 362 Est. Cost $53.84 Unrealized +17.4%
BND Vanguard Total Bond Market 0.1%
Value ($000) $341 Shares 4,641 Est. Cost $72.59 Unrealized
MS Morgan Stanley CORP COMMON 0.1%
Value ($000) $324 Shares 3,471 Est. Cost $75.84 Unrealized -1.4%
MCO Moodys Corp Common 0.1%
Value ($000) $323 Shares 827 Est. Cost $272.15 Unrealized +25.6%
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $315 Shares 5,415 Est. Cost $59.57 Unrealized -14.0%
EZU Ishares Msci Eurozone Etf 0.0%
Value ($000) $313 Shares 6,595 Est. Cost $31.99 Unrealized
CBT Cabot Corp COMMON 0.0%
Value ($000) $309 Shares 3,700 Est. Cost $29.38 Unrealized +142.1%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.0%
Value ($000) $309 Shares 6,050 Est. Cost $48.75 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $306 Shares 3,186 Est. Cost $83.19 Unrealized +10.8%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $303 Shares 2,658 Est. Cost $105.49 Unrealized
RTX RTX Corporation 0.0%
Value ($000) $300 Shares 3,563 Est. Cost $83.28 Unrealized -9.2%
BKNG Booking Holdings Inc 0.0%
Value ($000) $294 Shares 83 Est. Cost $1976.02 Unrealized +55.3%
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $294 Shares 946 Est. Cost $261.73 Unrealized +3.2%
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $290 Shares 1,620 Est. Cost $145.01 Unrealized
BSX Boston Scientific Corp Com 0.0%
Value ($000) $279 Shares 4,834 Est. Cost $43.41 Unrealized +23.0%
XLK Technology Select Sect SPDR 0.0%
Value ($000) $278 Shares 1,442 Est. Cost $47.25 Unrealized
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $276 Shares 544 Est. Cost $402.57 Unrealized
ASML ASML Holding N V 0.0%
Value ($000) $268 Shares 354 Est. Cost $571.93 Unrealized
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $268 Shares 3,194 Est. Cost $83.19 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $252 Shares 1,269 Est. Cost $159.98 Unrealized +7.6%
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $247 Shares 2,449 Est. Cost $96.19 Unrealized
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $244 Shares 6,497 Est. Cost $34.13 Unrealized
PSX Phillips 66 0.0%
Value ($000) $244 Shares 1,832 Est. Cost $100.42 Unrealized +10.6%
VHT Vanguard Health Care Etf 0.0%
Value ($000) $243 Shares 971 Est. Cost $250.70 Unrealized
EWJ Ishares Msci Japan Etf 0.0%
Value ($000) $238 Shares 3,712 Est. Cost $48.76 Unrealized
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $235 Shares 2,976 Est. Cost $77.51 Unrealized -6.9%
HUM Humana INC CORP COMMON 0.0%
Value ($000) $233 Shares 508 Est. Cost $503.94 Unrealized -4.8%
GILD Gilead Sciences Inc. Com 0.0%
Value ($000) $229 Shares 2,824 Est. Cost $56.00 Unrealized +28.9%
DE Deere & Co Com 0.0%
Value ($000) $228 Shares 569 Est. Cost $251.70 Unrealized +45.1%
GLW Corning Inc Com 0.0%
Value ($000) $221 Shares 7,263 Est. Cost $29.06 Unrealized -6.7%
AZN Astrazeneca PLC 0.0%
Value ($000) $220 Shares 3,267 Est. Cost $41.49 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $217 Shares 95 Est. Cost $30.02 Unrealized +38.6%
IDEV Ishares Core Msci International Developed Mkt Etf Intrl Dvlp 0.0%
Value ($000) $215 Shares 3,384 Est. Cost $60.48 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $215 Shares 2,723 Est. Cost $86.81 Unrealized -24.7%
HPQ HP INC 0.0%
Value ($000) $214 Shares 7,118 Est. Cost $23.63 Unrealized +9.0%
MFC Manulife Finl Corp Common 0.0%
Value ($000) $205 Shares 9,262 Est. Cost $15.21 Unrealized +26.3%
WDAY Workday INC CLASS A CORP COMMON 0.0%
Value ($000) $204 Shares 738 Est. Cost $155.97 Unrealized +52.7%
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $202 Shares 5,018 Est. Cost $34.90 Unrealized
CB Chubb Limited 0.0%
Value ($000) $200 Shares 887 Est. Cost $183.47 Unrealized +16.5%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $195 Shares 4,603 Est. Cost $50.10 Unrealized -7.1%
XLU Select Sector SPDR Utilities 0.0%
Value ($000) $188 Shares 2,971 Est. Cost $63.33 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $186 Shares 1,527 Est. Cost $111.37 Unrealized -0.1%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $185 Shares 610 Est. Cost $257.86 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $183 Shares 849 Est. Cost $186.52 Unrealized -6.1%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $183 Shares 2,601 Est. Cost $74.09 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $182 Shares 5,022 Est. Cost $32.11 Unrealized +13.5%
GGG Graco INC CORP COMMON 0.0%
Value ($000) $176 Shares 2,026 Est. Cost $76.39 Unrealized 0.0%
Lam Research Corp COMMON 0.0%
Value ($000) $174 Shares 222 Est. Cost $343.68 Unrealized
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $173 Shares 326 Est. Cost $506.10 Unrealized -5.0%
SUB Ishares Short-term National Muni Bond Etf Short Term Ntnl Mun Bnd 0.0%
Value ($000) $172 Shares 1,635 Est. Cost $105.43 Unrealized
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $167 Shares 4,550 Est. Cost $30.77 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $163 Shares 1,736 Est. Cost $82.49 Unrealized +1.5%
PGR Progressive Corp COMMON 0.0%
Value ($000) $162 Shares 1,014 Est. Cost $113.27 Unrealized +26.5%
MNST Monster Beverage Corp New 0.0%
Value ($000) $159 Shares 2,765 Est. Cost $49.77 Unrealized +7.4%
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $157 Shares 356 Est. Cost $354.59 Unrealized +9.5%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $153 Shares 1,635 Est. Cost $70.17 Unrealized +24.4%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $153 Shares 1,853 Est. Cost $58.27 Unrealized +25.3%
IDA Idacorp Inc 0.0%
Value ($000) $153 Shares 1,556 Est. Cost $95.04 Unrealized +1.9%
ELV Elevance Health INC CORP COMMON 0.0%
Value ($000) $149 Shares 317 Est. Cost $462.33 Unrealized -3.4%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $148 Shares 1,006 Est. Cost $89.96 Unrealized +31.0%
TRN Trinity Inds Inc Com 0.0%
Value ($000) $148 Shares 5,561 Est. Cost $23.46 Unrealized -6.6%
BMY Bristol-Myers Squibb Co Com 0.0%
Value ($000) $144 Shares 2,800 Est. Cost $55.57 Unrealized -15.4%
COF Capital One Finl Corp Com 0.0%
Value ($000) $143 Shares 1,094 Est. Cost $102.85 Unrealized +1.6%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $142 Shares 2,594 Est. Cost $32.84 Unrealized +36.0%
FERG1GBX Ferguson Plc CORP COMMON 0.0%
Value ($000) $142 Shares 735 Est. Cost $193.07 Unrealized
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $140 Shares 888 Est. Cost $155.60 Unrealized
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $133 Shares 1,276 Est. Cost $101.44 Unrealized
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $130 Shares 596 Est. Cost $192.91 Unrealized 0.0%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $129 Shares 1,689 Est. Cost $82.54 Unrealized -15.7%
HSY The Hershey Company 0.0%
Value ($000) $128 Shares 685 Est. Cost $178.42 Unrealized -0.4%
Independent Bank Group Inc 0.0%
Value ($000) $127 Shares 2,500 Est. Cost $59.43 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $127 Shares 1,645 Est. Cost $23.52 Unrealized +23.3%
SYY Sysco Corp Com 0.0%
Value ($000) $123 Shares 1,686 Est. Cost $69.42 Unrealized -6.5%
OGE OGE Energy Corp 0.0%
Value ($000) $120 Shares 3,440 Est. Cost $30.91 Unrealized +11.6%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $120 Shares 2,435 Est. Cost $40.89 Unrealized +0.3%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $118 Shares 307 Est. Cost $284.77 Unrealized +11.6%
SNPS Synopsys Inc Com 0.0%
Value ($000) $118 Shares 229 Est. Cost $266.86 Unrealized +91.6%
STZ Constellation Brands Inc Class A 0.0%
Value ($000) $116 Shares 480 Est. Cost $225.85 Unrealized +0.9%
EWT Ishares Msci Taiwan Index Fund Etf 0.0%
Value ($000) $116 Shares 2,515 Est. Cost $42.94 Unrealized
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $111 Shares 381 Est. Cost $290.66 Unrealized +8.5%
GWW Ww Grainger INC CORP COMMON 0.0%
Value ($000) $109 Shares 132 Est. Cost $510.28 Unrealized +48.2%
WSO Watsco INC CORP COMMON 0.0%
Value ($000) $106 Shares 247 Est. Cost $373.58 Unrealized +3.7%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $104 Shares 497 Est. Cost $172.70 Unrealized -0.2%
AFL AFLAC Inc Com 0.0%
Value ($000) $104 Shares 1,260 Est. Cost $71.69 Unrealized +7.4%
SAP SAP Sponsored 0.0%
Value ($000) $103 Shares 667 Est. Cost $126.55 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $100 Shares 1,053 Est. Cost $63.64 Unrealized
GD General Dynamics Corp Com 0.0%
Value ($000) $98 Shares 377 Est. Cost $190.48 Unrealized +23.0%
MO Altria Group Inc Com 0.0%
Value ($000) $98 Shares 2,418 Est. Cost $34.35 Unrealized +1.3%
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $95 Shares 199 Est. Cost $425.57 Unrealized +3.4%
Federated Hermes Premier Municipal Income Fund Federat Premir Munici Incm Cf 0.0%
Value ($000) $92 Shares 8,343 Est. Cost $9.58 Unrealized
F Ford Mtr Co Del 0.0%
Value ($000) $91 Shares 7,506 Est. Cost $10.41 Unrealized -7.5%
DTE DTE Energy Common 0.0%
Value ($000) $91 Shares 822 Est. Cost $106.47 Unrealized -10.8%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $91 Shares 186 Est. Cost $41.43 Unrealized +5.4%
POOL Pool Corp COMMON 0.0%
Value ($000) $90 Shares 226 Est. Cost $340.10 Unrealized 0.0%
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value ($000) $89 Shares 1,043 Est. Cost $71.80 Unrealized -1.7%
Total S.A. ADR 0.0%
Value ($000) $88 Shares 1,302 Est. Cost $57.85 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $86 Shares 4,874 Est. Cost $14.80 Unrealized +3.6%
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $85 Shares 272 Est. Cost $304.26 Unrealized
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $84 Shares 1,990 Est. Cost $42.71 Unrealized
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $84 Shares 1,405 Est. Cost $59.30 Unrealized -1.2%
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $83 Shares 2,081 Est. Cost $24.51 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $82 Shares 814 Est. Cost $70.10 Unrealized +36.5%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $81 Shares 342 Est. Cost $209.52 Unrealized -4.5%
TRV Travelers Cos Inc 0.0%
Value ($000) $80 Shares 420 Est. Cost $161.48 Unrealized +3.2%
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $80 Shares 173 Est. Cost $259.06 Unrealized +57.2%
XLV Health Care Select Sector 0.0%
Value ($000) $79 Shares 581 Est. Cost $67.82 Unrealized
XYZ Block Inc 0.0%
Value ($000) $79 Shares 1,022 Est. Cost $101.61 Unrealized -44.4%
Discover Financial Services 0.0%
Value ($000) $79 Shares 700 Est. Cost $112.40 Unrealized
DVY Ishares Select Dividend Etf 0.0%
Value ($000) $79 Shares 671 Est. Cost $116.40 Unrealized
CRGY Crescent Energy Co 0.0%
Value ($000) $78 Shares 5,935 Est. Cost $14.10 Unrealized -24.1%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $78 Shares 922 Est. Cost $62.91 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $77 Shares 1,880 Est. Cost $45.85 Unrealized
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $77 Shares 1,061 Est. Cost $45.51 Unrealized
SO Southern Company 0.0%
Value ($000) $74 Shares 1,054 Est. Cost $61.36 Unrealized +3.9%
CMCSA Comcast Corp 0.0%
Value ($000) $73 Shares 1,657 Est. Cost $39.13 Unrealized +2.4%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $72 Shares 214 Est. Cost $250.18 Unrealized +19.2%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $72 Shares 457 Est. Cost $134.35 Unrealized -0.8%
DGRW Wisdomtree US Quality Dividend Growth Fund Qlt Div Grw Etf 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $70.28 Unrealized
GIS General Mls Inc Com 0.0%
Value ($000) $70 Shares 1,071 Est. Cost $43.98 Unrealized +35.4%
UI Ubiquiti INC CORP COMMON 0.0%
Value ($000) $69 Shares 493 Est. Cost $121.81 Unrealized 0.0%
PANW Palo Alto Networks INC CORP COMMON 0.0%
Value ($000) $68 Shares 231 Est. Cost $106.34 Unrealized +25.7%
VLTO Veralto Corp COMMON 0.0%
Value ($000) $67 Shares 817 Est. Cost $73.75 Unrealized 0.0%
APH Amphenol Corp New Class A 0.0%
Value ($000) $66 Shares 670 Est. Cost $37.76 Unrealized +14.9%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $66 Shares 582 Est. Cost $110.09 Unrealized
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $66 Shares 835 Est. Cost $94.12 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $66 Shares 151 Est. Cost $393.58 Unrealized
CI Cigna Group 0.0%
Value ($000) $65 Shares 217 Est. Cost $258.72 Unrealized +8.5%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $64 Shares 500 Est. Cost $95.75 Unrealized +15.3%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $64 Shares 262 Est. Cost $183.33 Unrealized +17.0%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $61 Shares 422 Est. Cost $175.09 Unrealized
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $61 Shares 127 Est. Cost $322.34 Unrealized
GLPI Gaming And Leisure Properties INC Reit CORP COMMON 0.0%
Value ($000) $61 Shares 1,230 Est. Cost $49.35 Unrealized
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $60 Shares 5,299 Est. Cost $12.83 Unrealized -15.9%
BIIB Biogen Idec Inc 0.0%
Value ($000) $60 Shares 230 Est. Cost $267.50 Unrealized -8.2%
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value ($000) $59 Shares 107 Est. Cost $540.35 Unrealized -13.1%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $58 Shares 750 Est. Cost $71.94 Unrealized -3.0%
BALL Ball Corp Com 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $62.04 Unrealized -19.4%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $57 Shares 994 Est. Cost $50.42 Unrealized +2.2%
APTIV PLC 0.0%
Value ($000) $57 Shares 633 Est. Cost $108.35 Unrealized
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.0%
Value ($000) $57 Shares 1,267 Est. Cost $44.68 Unrealized
Arista Networks INC CORP COMMON 0.0%
Value ($000) $57 Shares 240 Est. Cost $133.42 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $56 Shares 403 Est. Cost $128.59 Unrealized -0.1%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $54 Shares 1,201 Est. Cost $49.39 Unrealized -14.1%
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $54 Shares 223 Est. Cost $254.51 Unrealized -7.1%
Bank Of America Corp Bac 7.250 Perp Cvt 0.0%
Value ($000) $54 Shares 45 Est. Cost $134.94 Unrealized
MDLZ Mondelez International Cl A 0.0%
Value ($000) $53 Shares 738 Est. Cost $63.89 Unrealized +0.7%
MUB Ishares Tr Natl AMT Free Muni Bd ETF 0.0%
Value ($000) $53 Shares 493 Est. Cost $108.41 Unrealized
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $51 Shares 645 Est. Cost $67.68 Unrealized +8.5%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.0%
Value ($000) $51 Shares 1,126 Est. Cost $44.61 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $50 Shares 98 Est. Cost $354.11 Unrealized +22.0%
FNDF Schwab Fundamental Intl Large Company Index Etf Inl COMMON 0.0%
Value ($000) $49 Shares 1,466 Est. Cost $33.73 Unrealized
EPD LP Enterprise Partners 0.0%
Value ($000) $49 Shares 1,852 Est. Cost $26.35 Unrealized
GINN Goldman Sachs Innovate Equity Etf 0.0%
Value ($000) $47 Shares 895 Est. Cost $33.95 Unrealized
FDN First Trust Dow Jones Internet Index Fund Cf Etf 0.0%
Value ($000) $47 Shares 250 Est. Cost $0.12 Unrealized
PAYX Paychex Inc. Com 0.0%
Value ($000) $46 Shares 388 Est. Cost $109.10 Unrealized +1.8%
CFR Cullen Frost BK Inc 0.0%
Value ($000) $46 Shares 425 Est. Cost $128.49 Unrealized -29.5%
PKG Packaging Corp Of America COMMON 0.0%
Value ($000) $46 Shares 280 Est. Cost $126.20 Unrealized +17.9%
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $45 Shares 312 Est. Cost $89.06 Unrealized +21.6%
FIDU Fidelity Msci Industrials Index Etf Indx 0.0%
Value ($000) $44 Shares 715 Est. Cost $59.74 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $43 Shares 800 Est. Cost $12.97 Unrealized +278.1%
Sirius Xm Holdings INC CORP COMMON 0.0%
Value ($000) $41 Shares 7,511 Est. Cost $5.47 Unrealized
CSX CSX Corp Com 0.0%
Value ($000) $41 Shares 1,185 Est. Cost $31.03 Unrealized -0.6%
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value ($000) $41 Shares 530 Est. Cost $76.81 Unrealized
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $41 Shares 470 Est. Cost $89.91 Unrealized -11.7%
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $40 Shares 750 Est. Cost $74.89 Unrealized
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $40 Shares 70 Est. Cost $502.08 Unrealized +0.2%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $39 Shares 783 Est. Cost $49.70 Unrealized
SLB Schlumberger LTD Com 0.0%
Value ($000) $39 Shares 744 Est. Cost $51.59 Unrealized -0.7%
FHLC Fidelity Msci Health Care Index Etf Indx 0.0%
Value ($000) $39 Shares 598 Est. Cost $63.11 Unrealized
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $38 Shares 340 Est. Cost $96.03 Unrealized
Synovus Financial Corp COMMON 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $37.65 Unrealized
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $38 Shares 521 Est. Cost $82.96 Unrealized -18.3%
FNCL Fidelity Msci Financials Index Etf Indx 0.0%
Value ($000) $38 Shares 701 Est. Cost $51.46 Unrealized
USB US Bancorp Del Com New 0.0%
Value ($000) $37 Shares 864 Est. Cost $39.76 Unrealized -16.8%
TER Teradyne INC CORP COMMON 0.0%
Value ($000) $37 Shares 344 Est. Cost $94.00 Unrealized 0.0%
AEE Ameren Corp Com 0.0%
Value ($000) $37 Shares 515 Est. Cost $73.36 Unrealized -3.2%
AGCO Agco Corp Del Common 0.0%
Value ($000) $37 Shares 306 Est. Cost $111.38 Unrealized 0.0%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $37 Shares 648 Est. Cost $54.50 Unrealized -0.2%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $37 Shares 205 Est. Cost $168.87 Unrealized
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.0%
Value ($000) $36 Shares 813 Est. Cost $43.59 Unrealized
VEEV Veeva Systems INC CORP COMMON 0.0%
Value ($000) $36 Shares 187 Est. Cost $188.42 Unrealized 0.0%
QUS Spdr Msci Usa Strategicfactors Etf Strategicfactrs 0.0%
Value ($000) $35 Shares 266 Est. Cost $132.12 Unrealized
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $35 Shares 598 Est. Cost $57.61 Unrealized -4.1%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $34 Shares 100 Est. Cost $255.40 Unrealized +30.7%
FUTY Fidelity Msci Utilities Index Etf Indx 0.0%
Value ($000) $32 Shares 787 Est. Cost $41.05 Unrealized
LPLA Lpl Financial Holdings INC CORP COMMON 0.0%
Value ($000) $32 Shares 140 Est. Cost $224.79 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) $32 Shares 1,031 Est. Cost $30.97 Unrealized
PCTY Paylocity Holding Corp COMMON 0.0%
Value ($000) $31 Shares 191 Est. Cost $168.36 Unrealized 0.0%
DAR Darling Ingredients INC CORP COMMON 0.0%
Value ($000) $31 Shares 623 Est. Cost $69.73 Unrealized -34.9%
BLV Vanguard Long-term Bond Index Fund Long Term Etf 0.0%
Value ($000) $31 Shares 416 Est. Cost $74.58 Unrealized
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $30 Shares 190 Est. Cost $131.94 Unrealized +8.5%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $30 Shares 74 Est. Cost $274.40 Unrealized +34.6%
PPG PPG Inds Inc Com 0.0%
Value ($000) $30 Shares 201 Est. Cost $132.55 Unrealized -2.8%
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
MET Metlife Inc Com 0.0%
Value ($000) $29 Shares 441 Est. Cost $58.72 Unrealized +0.1%
FENY Fidelity Msci Energy Index Etf Indx 0.0%
Value ($000) $29 Shares 1,254 Est. Cost $23.38 Unrealized
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.0%
Value ($000) $29 Shares 365 Est. Cost $76.58 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $29 Shares 809 Est. Cost $34.99 Unrealized
LSCC Lattice Semiconductor Corp COMMON 0.0%
Value ($000) $28 Shares 400 Est. Cost $68.99 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $28 Shares 791 Est. Cost $23.50 Unrealized +36.9%
Cohen & Steers Reit And Preferred Income Fund INC Prefer Cf 0.0%
Value ($000) $27 Shares 1,350 Est. Cost $28.39 Unrealized
RITM Rithm Capital Corp COMMON 0.0%
Value ($000) $27 Shares 2,542 Est. Cost $10.68 Unrealized
NTAP Netapp Inc Com 0.0%
Value ($000) $27 Shares 307 Est. Cost $77.16 Unrealized -0.2%
WEC WEC Energy Group Inc 0.0%
Value ($000) $27 Shares 317 Est. Cost $79.74 Unrealized -4.3%
IGF Ishares S&p Global Infrastructure Index Fund Etf 0.0%
Value ($000) $26 Shares 561 Est. Cost $41.00 Unrealized
VBK Vanguard Small-cap Growth Index Fund Small Cap Etf 0.0%
Value ($000) $26 Shares 108 Est. Cost $234.68 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $26 Shares 116 Est. Cost $203.11 Unrealized
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $26 Shares 885 Est. Cost $21.47 Unrealized
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $26 Shares 259 Est. Cost $99.79 Unrealized
Virtus Dividend Interest & Premium Strategy Fund Inter Str Cf 0.0%
Value ($000) $25 Shares 1,989 Est. Cost $12.53 Unrealized
O Realty Income Corp 0.0%
Value ($000) $25 Shares 427 Est. Cost $46.49 Unrealized 0.0%
Sandstorm Gold Ltd CORP COMMON 0.0%
Value ($000) $24 Shares 4,800 Est. Cost $5.26 Unrealized
SPYV Spdr Portfolio S&p 500 Value Etf 0.0%
Value ($000) $24 Shares 513 Est. Cost $39.36 Unrealized
VCIT Vanguard Intermediate Term Corporate Bond Etf Cor 0.0%
Value ($000) $22 Shares 276 Est. Cost $81.28 Unrealized
Adams Diversified Equity Fund INC Cf 0.0%
Value ($000) $22 Shares 1,257 Est. Cost $17.71 Unrealized
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.98 Unrealized
HYLN Hyliion Holdings Corp CLASS A COMMON 0.0%
Value ($000) $22 Shares 26,583 Est. Cost $9.21 Unrealized -92.3%
Abrdn Total Dynamic Dividend Fund Cf 0.0%
Value ($000) $22 Shares 2,668 Est. Cost $8.06 Unrealized
FMC FMC Corporation 0.0%
Value ($000) $21 Shares 336 Est. Cost $101.74 Unrealized -48.4%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $20 Shares 195 Est. Cost $113.75 Unrealized
IEP Icahn Enterprises Lp Unt 0.0%
Value ($000) $20 Shares 1,181 Est. Cost $46.97 Unrealized
VEA Vanguard Ftse Developed Market ETF 0.0%
Value ($000) $20 Shares 422 Est. Cost $44.26 Unrealized
RYLD Global X Russell 2000 Covered Call Etf Cvred 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $10.41 Unrealized
MP Mp Materials Corp CLASS A COMMON 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $36.97 Unrealized -53.9%
GLD SPDR Gold Trust 0.0%
Value ($000) $19 Shares 100 Est. Cost $178.27 Unrealized
PAA Plains All American Pipeline 0.0%
Value ($000) $19 Shares 1,248 Est. Cost $15.22 Unrealized
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $19 Shares 84 Est. Cost $154.76 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $19 Shares 49 Est. Cost $330.58 Unrealized +0.9%
FSLR First Solar INC CORP COMMON 0.0%
Value ($000) $19 Shares 108 Est. Cost $152.94 Unrealized 0.0%
PNC PNC Finl Svcs Group Inc Common 0.0%
Value ($000) $19 Shares 120 Est. Cost $119.93 Unrealized 0.0%
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $18 Shares 159 Est. Cost $86.15 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $18 Shares 216 Est. Cost $61.19 Unrealized +20.3%
DON Wisdomtree US Midcap Dividend Fund Etf 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.69 Unrealized
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $18 Shares 107 Est. Cost $155.74 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $17 Shares 1,029 Est. Cost $12.25 Unrealized +25.4%
RSG Republic Services Inc 0.0%
Value ($000) $17 Shares 104 Est. Cost $144.29 Unrealized +4.9%
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $16 Shares 124 Est. Cost $106.06 Unrealized 0.0%
FDX FedEx Corp Com 0.0%
Value ($000) $16 Shares 64 Est. Cost $179.41 Unrealized +35.1%
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $15 Shares 352 Est. Cost $42.07 Unrealized
ING ING Groep NV Spons ADR 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $10.00 Unrealized
PDD Pdd Holdings INC Ads 0.0%
Value ($000) $15 Shares 100 Est. Cost $146.31 Unrealized
OII Oceaneering International INC CORP COMMON 0.0%
Value ($000) $14 Shares 640 Est. Cost $19.28 Unrealized +15.0%
DLN Wisdomtree US Largecap Dividend Fund Etf 0.0%
Value ($000) $13 Shares 200 Est. Cost $60.00 Unrealized
XLRE Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $13 Shares 331 Est. Cost $39.16 Unrealized
TDC Teradata Corp COMMON 0.0%
Value ($000) $13 Shares 302 Est. Cost $48.94 Unrealized -8.1%
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $13 Shares 234 Est. Cost $46.57 Unrealized +8.9%
VGK Vanguard Msci Europe ETF 0.0%
Value ($000) $13 Shares 195 Est. Cost $64.48 Unrealized
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $12 Shares 250 Est. Cost $42.69 Unrealized +10.7%
CACI Caci International INC CLASS A CORP COMMON 0.0%
Value ($000) $12 Shares 37 Est. Cost $324.48 Unrealized 0.0%
CINF Cincinnati Financial Corp COMMON 0.0%
Value ($000) $12 Shares 115 Est. Cost $94.86 Unrealized +1.3%
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $12 Shares 152 Est. Cost $77.02 Unrealized
New York Community Bancorp Inc 0.0%
Value ($000) $11 Shares 1,112 Est. Cost $10.23 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $11 Shares 85 Est. Cost $113.36 Unrealized -6.8%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $11 Shares 92 Est. Cost $108.70 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $11 Shares 76 Est. Cost $101.26 Unrealized +40.2%
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $11 Shares 83 Est. Cost $93.61 Unrealized +9.0%
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $9.70 Unrealized -41.8%
RPM RPM Intl Inc Common 0.0%
Value ($000) $11 Shares 96 Est. Cost $85.82 Unrealized +17.7%
SHW Sherwin Williams CORP COMMON 0.0%
Value ($000) $11 Shares 34 Est. Cost $262.23 Unrealized +0.7%
VRSK Verisk Analytics INC CORP COMMON 0.0%
Value ($000) $11 Shares 44 Est. Cost $230.70 Unrealized +1.2%
Paramount Global CLASS B COMMON 0.0%
Value ($000) $10 Shares 700 Est. Cost $13.17 Unrealized
MRVL Marvell Technology INC CORP COMMON 0.0%
Value ($000) $10 Shares 171 Est. Cost $53.61 Unrealized 0.0%
M Macys Inc Common 0.0%
Value ($000) $10 Shares 500 Est. Cost $15.89 Unrealized -8.9%
WY Weyerhaeuser Co 0.0%
Value ($000) $10 Shares 281 Est. Cost $29.13 Unrealized 0.0%
ET Energy Transfer Partners LP 0.0%
Value ($000) $10 Shares 705 Est. Cost $7.09 Unrealized
INVH Invitation Homes INC CORP COMMON 0.0%
Value ($000) $10 Shares 285 Est. Cost $34.41 Unrealized -12.9%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $10 Shares 150 Est. Cost $53.27 Unrealized
PFLT Pennantpark Floating Rate Capital Ltd Capita CORP COMMON 0.0%
Value ($000) $10 Shares 800 Est. Cost $8.22 Unrealized +1.8%
KKR Kkr & CO INC And CORP COMMON 0.0%
Value ($000) $10 Shares 116 Est. Cost $59.78 Unrealized +11.8%
Guaranty Bancshares Inc 0.0%
Value ($000) $9 Shares 275 Est. Cost $25.12 Unrealized
Nuveen Credit Strategies Income Fund Cf 0.0%
Value ($000) $9 Shares 1,729 Est. Cost $5.22 Unrealized
WSC Willscot Mobile Mini Holdings Corp Holdin CLASS A COMMON 0.0%
Value ($000) $9 Shares 199 Est. Cost $40.42 Unrealized 0.0%
LYB Lyondellbasell Industries 0.0%
Value ($000) $9 Shares 93 Est. Cost $68.21 Unrealized +17.1%
EBAY Ebay Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.33 Unrealized -29.3%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $9 Shares 32 Est. Cost $217.63 Unrealized +18.4%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $9 Shares 46 Est. Cost $184.60 Unrealized +1.3%
LBRDA Liberty Broadband Corp Srs A COMMON 0.0%
Value ($000) $9 Shares 107 Est. Cost $78.61 Unrealized 0.0%
APA APA Corp (Us) COMMON 0.0%
Value ($000) $8 Shares 235 Est. Cost $34.62 Unrealized 0.0%
GSK GSK PLC ADR 0.0%
Value ($000) $8 Shares 217 Est. Cost $32.72 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $8 Shares 105 Est. Cost $68.27 Unrealized 0.0%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.86 Unrealized 0.0%
PWR Quanta Services Inc 0.0%
Value ($000) $8 Shares 36 Est. Cost $184.24 Unrealized 0.0%
BABA Alibaba Group Holding Ltd ADR Rep 8 CORP COMMON 0.0%
Value ($000) $8 Shares 97 Est. Cost $77.51 Unrealized
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $7 Shares 19 Est. Cost $451.21 Unrealized -9.6%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $7 Shares 166 Est. Cost $39.55 Unrealized -9.2%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $7 Shares 107 Est. Cost $34.38 Unrealized
KVUE Kenvue INC CORP COMMON 0.0%
Value ($000) $7 Shares 318 Est. Cost $18.40 Unrealized 0.0%
Srh Total Return Fund INC Cf 0.0%
Value ($000) $7 Shares 493 Est. Cost $13.87 Unrealized
HIG The Hartford Finl Svcs Group 0.0%
Value ($000) $7 Shares 85 Est. Cost $72.47 Unrealized 0.0%
ARKK Ark Innovation Etf 0.0%
Value ($000) $7 Shares 130 Est. Cost $40.12 Unrealized
Nuveen Preferred Income Oppty Fund 0.0%
Value ($000) $7 Shares 1,003 Est. Cost $6.76 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $7 Shares 44 Est. Cost $121.47 Unrealized 0.0%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $7 Shares 133 Est. Cost $54.42 Unrealized
Advent Convertible And Income Fund Claymore Conv Incom Nav Cf 0.0%
Value ($000) $6 Shares 565 Est. Cost $11.38 Unrealized
Nuveen Div Adv Muni FD 3 Com Sh Ben Int 0.0%
Value ($000) $6 Shares 540 Est. Cost $11.82 Unrealized
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $6 Shares 90 Est. Cost $56.12 Unrealized 0.0%
INGR Ingredion Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $103.74 Unrealized -3.3%
VMBS Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf 0.0%
Value ($000) $6 Shares 131 Est. Cost $46.36 Unrealized
Nuveen Real Asset Income And Growth Fund Gro Cf 0.0%
Value ($000) $6 Shares 515 Est. Cost $11.72 Unrealized
MGM Mgm Resorts International CORP COMMON 0.0%
Value ($000) $6 Shares 129 Est. Cost $39.23 Unrealized 0.0%
BIV Vanguard Bond Index ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $76.39 Unrealized
SRE Sempra Energy CORP COMMON 0.0%
Value ($000) $6 Shares 76 Est. Cost $66.74 Unrealized 0.0%
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $6 Shares 7 Est. Cost $733.71 Unrealized 0.0%
Tyco Connectivity LTD 0.0%
Value ($000) $6 Shares 40 Est. Cost $107.54 Unrealized
AWK American Water Works Company INC CORP COMMON 0.0%
Value ($000) $6 Shares 42 Est. Cost $120.02 Unrealized 0.0%
Mainstay Cbre Global Infrastructure Megatrends Term Fund Glb Infst Meted Trm Cf 0.0%
Value ($000) $5 Shares 421 Est. Cost $12.98 Unrealized
GL Globe Life INC CORP COMMON 0.0%
Value ($000) $5 Shares 44 Est. Cost $115.50 Unrealized 0.0%
LNG Cheniere Energy INC CORP COMMON 0.0%
Value ($000) $5 Shares 31 Est. Cost $161.97 Unrealized +6.1%
AAAU Goldman Sachs Physical Gold Etf 0.0%
Value ($000) $5 Shares 250 Est. Cost $15.40 Unrealized
DG Dollar General Corp COMMON 0.0%
Value ($000) $5 Shares 37 Est. Cost $115.93 Unrealized 0.0%
OSK Oshkosh Corp COMMON 0.0%
Value ($000) $5 Shares 46 Est. Cost $92.94 Unrealized 0.0%
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $5 Shares 26 Est. Cost $151.29 Unrealized 0.0%
VB Vanguard Small Cap 0.0%
Value ($000) $5 Shares 23 Est. Cost $191.78 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $5 Shares 132 Est. Cost $28.22 Unrealized 0.0%
BBVA Banco Bilbao Vizcaya Argentaria, SA 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.11 Unrealized
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $4 Shares 200 Est. Cost $10.46 Unrealized
COR Cencora INC CORP COMMON 0.0%
Value ($000) $4 Shares 21 Est. Cost $191.75 Unrealized 0.0%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $4 Shares 370 Est. Cost $9.34 Unrealized -6.9%
DLTR Dollar Tree Inc 0.0%
Value ($000) $4 Shares 28 Est. Cost $118.40 Unrealized 0.0%
AGNC Agnc Investment Corp Reit COMMON 0.0%
Value ($000) $4 Shares 405 Est. Cost $9.81 Unrealized
HMC Honda Motor Co LTD 0.0%
Value ($000) $4 Shares 128 Est. Cost $30.91 Unrealized
NFG National Fuel Gas Co N J 0.0%
Value ($000) $4 Shares 78 Est. Cost $51.60 Unrealized 0.0%
BMBL Bumble INC CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 263 Est. Cost $67.36 Unrealized -78.9%
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $4 Shares 14 Est. Cost $238.65 Unrealized +1.8%
KHC Kraft Heinz Co 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.50 Unrealized -0.4%
NNN National Retail Properties Incorporated 0.0%
Value ($000) $4 Shares 83 Est. Cost $43.10 Unrealized
WU The Western Union Co 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.25 Unrealized
PHM Pultegroup INC CORP COMMON 0.0%
Value ($000) $4 Shares 34 Est. Cost $83.60 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $3 Shares 96 Est. Cost $33.22 Unrealized -9.0%
EMN Eastman Chemical CO CORP COMMON 0.0%
Value ($000) $3 Shares 38 Est. Cost $93.11 Unrealized -21.4%
Barrick Gold Corp COMMON 0.0%
Value ($000) $3 Shares 186 Est. Cost $18.09 Unrealized
XAWPX Abrdn Global Premier Properties Fund Propertie Cf 0.0%
Value ($000) $3 Shares 834 Est. Cost $3.88 Unrealized
Super Micro Computer INC CORP COMMON 0.0%
Value ($000) $3 Shares 11 Est. Cost $284.27 Unrealized
HLT Hilton Worldwide Holdings INC CORP COMMON 0.0%
Value ($000) $3 Shares 16 Est. Cost $162.29 Unrealized 0.0%
EFAV Ishares Msci Eafe Min Vol Factor Etf Eaf Fct 0.0%
Value ($000) $3 Shares 42 Est. Cost $50.27 Unrealized
JEPI JPMORGAN Equity Premium Income Etf 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.56 Unrealized
Cohen & Steers Real Estate Opportunities Income Fund Opportu CORP COMMON 0.0%
Value ($000) $3 Shares 188 Est. Cost $13.99 Unrealized
PPL PPL Corp 0.0%
Value ($000) $3 Shares 95 Est. Cost $23.57 Unrealized 0.0%
KKR Income Opportunities Fund Cf 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.57 Unrealized
SVM Silvercorp Metals Inc 0.0%
Value ($000) $2 Shares 885 Est. Cost $3.04 Unrealized -19.5%
EA Electronic Arts 0.0%
Value ($000) $2 Shares 17 Est. Cost $130.73 Unrealized 0.0%
Alliancebernstein Global High Income Fund INC Glbl Incm Cf 0.0%
Value ($000) $2 Shares 223 Est. Cost $10.12 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $2 Shares 36 Est. Cost $52.33 Unrealized 0.0%
FTV Fortive Corp COMMON 0.0%
Value ($000) $2 Shares 29 Est. Cost $47.75 Unrealized +9.4%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $2 Shares 21 Est. Cost $205.60 Unrealized -59.1%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.46 Unrealized
Proshares Tr 0.0%
Value ($000) $2 Shares 240 Est. Cost $23.55 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $2 Shares 25 Est. Cost $77.26 Unrealized -7.2%
Blackrock Resources And Commodities Strategy Trust Res Cmmdities Strgy Cf 0.0%
Value ($000) $2 Shares 228 Est. Cost $8.88 Unrealized
TDG Transdigm Group INC CORP COMMON 0.0%
Value ($000) $2 Shares 2 Est. Cost $502.76 Unrealized +59.7%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $2 Shares 7 Est. Cost $198.26 Unrealized +30.5%
UPS United Parcel Service 0.0%
Value ($000) $2 Shares 12 Est. Cost $145.75 Unrealized -7.9%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value ($000) $2 Shares 51 Est. Cost $37.13 Unrealized -31.2%
WLK Westlake Corp COMMON 0.0%
Value ($000) $2 Shares 12 Est. Cost $95.20 Unrealized +27.7%
Apollo Tactical Income Fund INC Cf 0.0%
Value ($000) $2 Shares 119 Est. Cost $13.96 Unrealized
XEL XCEL Energy Inc Com 0.0%
Value ($000) $2 Shares 26 Est. Cost $55.51 Unrealized 0.0%
SBAC SBA Communications Corp CLASS A Reit COMMON 0.0%
Value ($000) $2 Shares 6 Est. Cost $215.61 Unrealized 0.0%
ETR Entergy Corp New Com 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.89 Unrealized -5.3%
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $1 Shares 19 Est. Cost $85.41 Unrealized -23.3%
NVST Envista Holdings Corp COMMON 0.0%
Value ($000) $1 Shares 58 Est. Cost $23.90 Unrealized 0.0%
MHO M/i Homes INC M I CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.95 Unrealized +132.8%
Nuveen Variable Rate Preferred & Income Fund Pref Incm Cf 0.0%
Value ($000) $1 Shares 84 Est. Cost $16.25 Unrealized
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.33 Unrealized -12.1%
Nuveen Floating Rate Income Fund Cf 0.0%
Value ($000) $1 Shares 149 Est. Cost $8.22 Unrealized
Ares Dynamic Credit Allocation Fund INC Cf 0.0%
Value ($000) $1 Shares 86 Est. Cost $13.76 Unrealized
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $1 Shares 45 Est. Cost $37.05 Unrealized
SABA Capital Income & Opportunity fund II 0.0%
Value ($000) $1 Shares 303 Est. Cost $3.79 Unrealized
WCN Waste Connections Inc Common 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.29 Unrealized +1.8%
NUE Nucor Corp COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $119.11 Unrealized +28.7%
ULTA Ulta Salon Cosmetics &fragrance Inc Common 0.0%
Value ($000) $1 Shares 2 Est. Cost $489.83 Unrealized -13.9%
BCPC Balchem Corp COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $129.11 Unrealized -2.6%
Bny Mellon High Yield Strategies Fund Str Nav Cf 0.0%
Value ($000) $1 Shares 382 Est. Cost $2.29 Unrealized
DMTKQ Dermtech Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $13.33 Unrealized
Voya Global Equity Dividend And Premium Opportunity Fund Dvd Prm Opport Cf 0.0%
Value ($000) $1 Shares 154 Est. Cost $4.97 Unrealized
Citius Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.76 Unrealized
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.01 Unrealized
MFS Municipal Income Trust Cf 0.0%
Value ($000) $1 Shares 141 Est. Cost $5.17 Unrealized
Tellurian INC CORP COMMON 0.0%
Value ($000) $1 Shares 952 Est. Cost $4.02 Unrealized
IP Intl Paper Co Com 0.0%
Value ($000) $1 Shares 19 Est. Cost $29.99 Unrealized +6.6%
Berry Global Group INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $45.33 Unrealized
LKQ Lkq Corp COMMON 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.50 Unrealized -9.9%
DJT Digital World Acquisition Corp CLASS A COMMON 0.0%
Value ($000) $1 Shares 35 Est. Cost $41.77 Unrealized -60.9%
ECL Ecolab Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $156.07 Unrealized +12.7%
Nikola Corp 0.0%
Value ($000) $1 Shares 600 Est. Cost $16.81 Unrealized
Apollo Senior Floating Rate Fund INC Cf 0.0%
Value ($000) $0 Shares 36 Est. Cost $13.25 Unrealized
Rivernorth Flexible Municipal Income Fund Ii INC Flex Munc Incm CORP COMMON 0.0%
Value ($000) $0 Shares 35 Est. Cost $13.11 Unrealized
CNC Centene Corp Del Common 0.0%
Value ($000) $0 Shares 6 Est. Cost $89.37 Unrealized -19.3%
ASO Academy Sports And Outdoors INC CORP COMMON 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.49 Unrealized +7.0%
Abrdn Global Infrastructure Income Fund Infractr Nav Cf 0.0%
Value ($000) $0 Shares 21 Est. Cost $17.95 Unrealized
First Trust High Yield Opportunities 2027 Term Fund Trst Hgh Yld Opprt Nav Cf 0.0%
Value ($000) $0 Shares 27 Est. Cost $13.93 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value ($000) $0 Shares 8 Est. Cost $63.06 Unrealized -36.3%
ESNT Essent Group Ltd CORP COMMON 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.95 Unrealized +31.5%
CIEN Ciena Corp COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost $49.29 Unrealized -10.6%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 17 Est. Cost $11.54 Unrealized +48.0%
Brookfield Real Assets Income Fund INC Cf 0.0%
Value ($000) $0 Shares 26 Est. Cost $12.81 Unrealized
FHN First Horizon Corp COMMON 0.0%
Value ($000) $0 Shares 23 Est. Cost $21.53 Unrealized -48.1%
General American Investors CO INC Cf 0.0%
Value ($000) $0 Shares 7 Est. Cost $43.00 Unrealized
SLM SLM Corp Com 0.0%
Value ($000) $0 Shares 14 Est. Cost $15.10 Unrealized 0.0%
Abrdn Income Credit Strategies Fund Cf 0.0%
Value ($000) $0 Shares 39 Est. Cost $6.79 Unrealized
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 111 Est. Cost $36.04 Unrealized
ONL Orion Office Reit INC CORP COMMON 0.0%
Value ($000) $0 Shares 42 Est. Cost $5.71 Unrealized
CF CF Industries Holdings, Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $94.52 Unrealized -20.1%
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.38 Unrealized
AVNT Avient Corp COMMON 0.0%
Value ($000) $0 Shares 5 Est. Cost $30.16 Unrealized +9.1%
PAGP Plains Gp Holdings Lp Lmt Part CLASS A Unt 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
UMH Umh Properties INC Reit CORP COMMON 0.0%
Value ($000) $0 Shares 13 Est. Cost $0.08 Unrealized
XPHTX Pioneer High Income Fund INC Cf 0.0%
Value ($000) $0 Shares 26 Est. Cost $7.15 Unrealized
LBRDK Liberty Broadband Corp Srs C COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.15 Unrealized +3.2%
SLVM Sylvamo Corp COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.62 Unrealized +0.4%
Predictive Oncology INC CORP COMMON 0.0%
Value ($000) $0 Shares 15 Est. Cost $3.27 Unrealized
Tupperware Brands Corp COMMON 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized