AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 23, 2024

Total Value ($000): $803,072 (100.0% shares, 0.0% debt)

Holdings (550)

MSFT Microsoft Corp Com 5.6%
Value ($000) $45,251 Shares 101,243 Est. Cost $141.71 Unrealized +194.4%
GOOGL Alphabet Inc 5.4%
Value ($000) $43,445 Shares 238,511 Est. Cost $111.56 Unrealized +50.0%
AAPL Apple Computer Inc 5.2%
Value ($000) $41,381 Shares 196,470 Est. Cost $116.51 Unrealized +58.9%
AMZN Amazon Com Inc 5.0%
Value ($000) $40,325 Shares 208,665 Est. Cost $122.50 Unrealized +50.0%
GSSC GS ActiveBeta US Small Cap 4.1%
Value ($000) $33,164 Shares 523,471 Est. Cost $44.35 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 3.1%
Value ($000) $25,130 Shares 61,776 Est. Cost $236.20 Unrealized +73.0%
COST Costco Wholesale Corp Ordinary Shares 2.3%
Value ($000) $18,459 Shares 21,717 Est. Cost $309.08 Unrealized +150.4%
AVGO Broadcom Inc 2.2%
Value ($000) $17,515 Shares 10,909 Est. Cost $37.10 Unrealized +271.1%
WMT Wal Mart Stores Inc Com 2.2%
Value ($000) $17,309 Shares 255,638 Est. Cost $49.22 Unrealized +25.9%
LMT Lockheed Martin Corp 2.1%
Value ($000) $16,864 Shares 36,103 Est. Cost $360.81 Unrealized +22.4%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.1%
Value ($000) $16,506 Shares 490,529 Est. Cost $30.03 Unrealized
XOM Exxon Mobil Corp Com 1.7%
Value ($000) $13,736 Shares 119,315 Est. Cost $91.15 Unrealized +20.8%
UNH Unitedhealth Group Inc Com 1.7%
Value ($000) $13,735 Shares 26,971 Est. Cost $252.69 Unrealized +87.2%
CVX Chevron Corp New Com 1.6%
Value ($000) $12,556 Shares 80,273 Est. Cost $96.57 Unrealized +53.7%
HD Home Depot Inc Com 1.5%
Value ($000) $12,298 Shares 35,726 Est. Cost $237.87 Unrealized +37.7%
ABBV Abbvie Inc 1.5%
Value ($000) $12,044 Shares 70,221 Est. Cost $104.68 Unrealized +50.1%
V VISA Inc 1.5%
Value ($000) $11,854 Shares 45,162 Est. Cost $142.23 Unrealized +90.4%
JNJ Johnson & Johnson Com 1.4%
Value ($000) $11,404 Shares 78,025 Est. Cost $121.25 Unrealized +16.7%
FISV Fiserv Inc Common 1.4%
Value ($000) $11,262 Shares 75,563 Est. Cost $97.88 Unrealized +54.6%
PG Procter & Gamble Co Com 1.4%
Value ($000) $11,126 Shares 67,465 Est. Cost $116.14 Unrealized +35.4%
LIN Linde Plc. Ordinary Shares 1.4%
Value ($000) $11,002 Shares 25,073 Est. Cost $368.68 Unrealized +16.8%
ACN Accenture Plc, Dublin Shsclass A 1.4%
Value ($000) $10,978 Shares 36,182 Est. Cost $182.99 Unrealized +63.6%
AZO Autozone Inc. Ordinary Shares 1.4%
Value ($000) $10,875 Shares 3,669 Est. Cost $1706.79 Unrealized +71.5%
IVV Ishares Core S&P 500 ETF 1.3%
Value ($000) $10,296 Shares 18,815 Est. Cost $426.33 Unrealized
SYK Stryker Corp Com 1.3%
Value ($000) $10,180 Shares 29,919 Est. Cost $214.50 Unrealized +55.4%
JPM JPMorgan Chase & Co Com 1.2%
Value ($000) $9,985 Shares 49,367 Est. Cost $84.74 Unrealized +123.3%
AMGN Amgen Inc Com 1.2%
Value ($000) $9,865 Shares 31,574 Est. Cost $214.84 Unrealized +30.0%
ROP Roper Industries Inc 1.2%
Value ($000) $9,862 Shares 17,496 Est. Cost $327.06 Unrealized +63.0%
LH Labcorp Holdings Inc. Ordinary Shares 1.2%
Value ($000) $9,781 Shares 48,061 Est. Cost $199.50 Unrealized 0.0%
UNP Union Pac Corp Com 1.2%
Value ($000) $9,759 Shares 43,131 Est. Cost $160.47 Unrealized +40.5%
KLAC KLA-Tencor Corp Common 1.2%
Value ($000) $9,629 Shares 11,679 Est. Cost $128.77 Unrealized +465.7%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 1.1%
Value ($000) $8,855 Shares 29,760 Est. Cost $236.26 Unrealized
CAT Caterpillar Inc Del Com 1.1%
Value ($000) $8,557 Shares 25,689 Est. Cost $179.77 Unrealized +88.4%
MAR Marriott International INC CLASS A CORP COMMON 1.0%
Value ($000) $8,264 Shares 34,183 Est. Cost $171.42 Unrealized +37.7%
INTU Intuit Common 1.0%
Value ($000) $7,779 Shares 11,836 Est. Cost $426.99 Unrealized +43.9%
AMAT Applied Materials Inc. Ordinary Shares 1.0%
Value ($000) $7,722 Shares 32,721 Est. Cost $81.00 Unrealized +161.0%
VLO Valero Energy Corp New Com 0.9%
Value ($000) $7,210 Shares 45,995 Est. Cost $71.80 Unrealized +113.8%
VZ Verizon Communications Com 0.8%
Value ($000) $6,609 Shares 160,267 Est. Cost $35.45 Unrealized +2.9%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.8%
Value ($000) $6,442 Shares 110,075 Est. Cost $98.07 Unrealized
NVDA Nvidia Corp 0.7%
Value ($000) $6,012 Shares 48,663 Est. Cost $92.38 Unrealized +9.4%
LLY Lilly Eli & Co Com 0.7%
Value ($000) $5,971 Shares 6,595 Est. Cost $173.73 Unrealized +355.3%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.7%
Value ($000) $5,443 Shares 50,893 Est. Cost $68.37 Unrealized
SPY SPDR Tr Unit Ser 1 0.7%
Value ($000) $5,393 Shares 9,909 Est. Cost $361.76 Unrealized
PEP Pepsico Inc Com 0.6%
Value ($000) $5,110 Shares 30,983 Est. Cost $150.45 Unrealized +7.9%
TGT Target Corp Com 0.6%
Value ($000) $5,013 Shares 33,862 Est. Cost $114.86 Unrealized +28.8%
DIA SPDR Dow Jones Indl Average 0.6%
Value ($000) $4,854 Shares 12,409 Est. Cost $345.79 Unrealized
MCD McDonalds Corp Com 0.6%
Value ($000) $4,818 Shares 18,907 Est. Cost $245.29 Unrealized +4.0%
APD Air Products & Chemicals Inc 0.6%
Value ($000) $4,701 Shares 18,217 Est. Cost $245.21 Unrealized -1.1%
NEE Nextera Energy Inc 0.5%
Value ($000) $4,285 Shares 60,512 Est. Cost $61.71 Unrealized +9.6%
MRK Merck & Co Inc New 0.5%
Value ($000) $3,688 Shares 29,792 Est. Cost $88.95 Unrealized +36.8%
MDT Medtronic Plc, Dublin Shs 0.5%
Value ($000) $3,617 Shares 45,953 Est. Cost $75.01 Unrealized +4.1%
ADP Automatic Data Processing Incom 0.4%
Value ($000) $3,406 Shares 14,270 Est. Cost $196.31 Unrealized +20.5%
PFE Pfizer Inc Com 0.4%
Value ($000) $3,147 Shares 112,483 Est. Cost $25.92 Unrealized -4.5%
BRK/A Berkshire Hathaway Inc Del Cl A 0.4%
Value ($000) $3,061 Shares 5 Est. Cost $199512.94 Unrealized +209.0%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.4%
Value ($000) $2,877 Shares 88,054 Est. Cost $34.15 Unrealized
TXN Texas Instrs Inc Com 0.4%
Value ($000) $2,871 Shares 14,757 Est. Cost $136.56 Unrealized +29.0%
YUM Yum Brands Inc Com 0.4%
Value ($000) $2,829 Shares 21,360 Est. Cost $114.28 Unrealized +16.6%
IJR Ishares Tr Sp Smallcap 600 Index F 0.3%
Value ($000) $2,771 Shares 25,981 Est. Cost $93.83 Unrealized
ADBE Adobe Sys Inc Com 0.3%
Value ($000) $2,572 Shares 4,630 Est. Cost $333.66 Unrealized +45.1%
AGG Ishares Core Total US Bond 0.3%
Value ($000) $2,537 Shares 26,132 Est. Cost $98.91 Unrealized
MSI Motorola Solutions Inc Com New 0.3%
Value ($000) $2,515 Shares 6,515 Est. Cost $199.34 Unrealized +77.9%
ITW Illinois Works Inc Com 0.3%
Value ($000) $2,429 Shares 10,249 Est. Cost $183.55 Unrealized +29.0%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $2,424 Shares 5,060 Est. Cost $315.82 Unrealized
SBR Sabine Royalty Tr Unit Sh Ben Int 0.3%
Value ($000) $2,341 Shares 36,185 Est. Cost $49.50 Unrealized
CL Colgate Palmolive Co Com 0.3%
Value ($000) $2,213 Shares 22,801 Est. Cost $68.28 Unrealized +30.4%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $1,799 Shares 8,159 Est. Cost $183.56 Unrealized +20.6%
BA Boeing Co Com 0.2%
Value ($000) $1,777 Shares 9,763 Est. Cost $156.31 Unrealized +14.0%
ABT Abbott Labs Com 0.2%
Value ($000) $1,766 Shares 17,000 Est. Cost $97.79 Unrealized +5.3%
FAST Fastenal CO CORP COMMON 0.2%
Value ($000) $1,723 Shares 27,412 Est. Cost $19.17 Unrealized +70.2%
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $1,692 Shares 9,224 Est. Cost $98.87 Unrealized +70.8%
OTIS Otis Worldwide Corp COMMON 0.2%
Value ($000) $1,534 Shares 15,932 Est. Cost $80.73 Unrealized +16.1%
AOS A.O. Smith Corp. Ordinary Shares 0.2%
Value ($000) $1,525 Shares 18,652 Est. Cost $51.96 Unrealized +58.1%
BNDX Vanguard Total Intl Bond Index ETF 0.2%
Value ($000) $1,436 Shares 29,509 Est. Cost $49.69 Unrealized
DIS Disney Walt Co Com 0.2%
Value ($000) $1,376 Shares 13,854 Est. Cost $100.65 Unrealized +4.8%
KO Coca Cola Co Com 0.2%
Value ($000) $1,316 Shares 20,678 Est. Cost $48.95 Unrealized +20.3%
VTI Vanguard Total Stock Market 0.2%
Value ($000) $1,292 Shares 4,831 Est. Cost $219.83 Unrealized
MA Mastercard Inc 0.2%
Value ($000) $1,290 Shares 2,923 Est. Cost $330.50 Unrealized +36.6%
SNPS Synopsys Inc Com 0.2%
Value ($000) $1,267 Shares 2,129 Est. Cost $519.89 Unrealized +8.8%
BAC Bank of America Corporation Com 0.2%
Value ($000) $1,262 Shares 31,720 Est. Cost $32.47 Unrealized +13.4%
TSLA Tesla Mtrs Inc 0.2%
Value ($000) $1,261 Shares 6,372 Est. Cost $202.96 Unrealized -13.9%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $1,245 Shares 6,249 Est. Cost $133.48 Unrealized +36.6%
STZ Constellation Brands Inc Class A 0.2%
Value ($000) $1,226 Shares 4,765 Est. Cost $241.70 Unrealized +2.7%
GGG Graco INC CORP COMMON 0.2%
Value ($000) $1,209 Shares 15,244 Est. Cost $81.04 Unrealized +0.9%
ALLE Allegion Plc CORP COMMON 0.1%
Value ($000) $1,204 Shares 10,189 Est. Cost $109.03 Unrealized +11.0%
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $1,191 Shares 2,732 Est. Cost $445.80 Unrealized -0.4%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $1,163 Shares 12,398 Est. Cost $87.39 Unrealized
WSO Watsco INC CORP COMMON 0.1%
Value ($000) $1,111 Shares 2,398 Est. Cost $398.87 Unrealized +14.6%
CTAS Cintas Corp Common 0.1%
Value ($000) $1,060 Shares 1,514 Est. Cost $95.67 Unrealized +76.2%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $1,000 Shares 7,005 Est. Cost $126.16 Unrealized
ORCL Oracle Corp Com 0.1%
Value ($000) $980 Shares 6,943 Est. Cost $69.00 Unrealized +77.2%
MAS Masco Corp COMMON 0.1%
Value ($000) $980 Shares 14,704 Est. Cost $56.21 Unrealized +21.9%
GE GE Aerospace 0.1%
Value ($000) $978 Shares 6,152 Est. Cost $88.11 Unrealized +79.3%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.1%
Value ($000) $973 Shares 10,000 Est. Cost $89.22 Unrealized
AXP American Express Co Com 0.1%
Value ($000) $956 Shares 4,128 Est. Cost $156.44 Unrealized +45.3%
ETN Eaton Corp PLC 0.1%
Value ($000) $941 Shares 3,002 Est. Cost $151.55 Unrealized +109.4%
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $929 Shares 4,581 Est. Cost $178.05 Unrealized
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $906 Shares 6,488 Est. Cost $115.29 Unrealized +0.2%
META Meta Platforms Inc Ordinary Shares - Class A 0.1%
Value ($000) $904 Shares 1,792 Est. Cost $215.84 Unrealized +123.9%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $898 Shares 4,208 Est. Cost $174.19 Unrealized +16.4%
CSCO Cisco Sys Inc Com 0.1%
Value ($000) $896 Shares 18,850 Est. Cost $37.57 Unrealized +20.6%
GRMN Garmin LTD 0.1%
Value ($000) $893 Shares 5,481 Est. Cost $103.38 Unrealized +48.2%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $887 Shares 8,019 Est. Cost $63.07 Unrealized
MMM 3M Co Com 0.1%
Value ($000) $878 Shares 8,587 Est. Cost $81.09 Unrealized +16.2%
BSX Boston Scientific Corp Com 0.1%
Value ($000) $874 Shares 11,347 Est. Cost $55.55 Unrealized +31.8%
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $865 Shares 11,038 Est. Cost $68.30 Unrealized
PNR Pentair PLC 0.1%
Value ($000) $852 Shares 11,118 Est. Cost $53.96 Unrealized +46.9%
FANG Diamondback Energy Inc Ordinary Shares 0.1%
Value ($000) $849 Shares 4,243 Est. Cost $116.67 Unrealized +61.9%
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.1%
Value ($000) $815 Shares 8,937 Est. Cost $89.91 Unrealized
IBM International Business Mach Com 0.1%
Value ($000) $800 Shares 4,624 Est. Cost $133.42 Unrealized +24.3%
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.1%
Value ($000) $795 Shares 9,806 Est. Cost $65.50 Unrealized
FERG1GBX Ferguson Plc CORP COMMON 0.1%
Value ($000) $774 Shares 3,995 Est. Cost $204.44 Unrealized
COP Conocophillips Com 0.1%
Value ($000) $771 Shares 6,739 Est. Cost $93.48 Unrealized +23.4%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.1%
Value ($000) $770 Shares 15,376 Est. Cost $49.73 Unrealized
T AT&T Inc 0.1%
Value ($000) $761 Shares 39,796 Est. Cost $14.10 Unrealized +14.6%
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $732 Shares 4,562 Est. Cost $146.95 Unrealized
NOW Servicenow Inc Common 0.1%
Value ($000) $727 Shares 924 Est. Cost $83.86 Unrealized +75.0%
EFX Equifax Inc 0.1%
Value ($000) $703 Shares 2,900 Est. Cost $251.16 Unrealized -6.1%
CI Cigna Group 0.1%
Value ($000) $698 Shares 2,112 Est. Cost $311.86 Unrealized +7.2%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.1%
Value ($000) $686 Shares 5,671 Est. Cost $122.38 Unrealized
XLV Health Care Select Sector 0.1%
Value ($000) $677 Shares 4,644 Est. Cost $137.71 Unrealized
CTRA Coterra Energy Inc. 0.1%
Value ($000) $673 Shares 25,218 Est. Cost $22.25 Unrealized +17.9%
MPWR Monolithic Power Systems INC CORP COMMON 0.1%
Value ($000) $669 Shares 814 Est. Cost $466.73 Unrealized +52.6%
DPZ Dominos Pizza Inc Ordinary Shares 0.1%
Value ($000) $669 Shares 1,295 Est. Cost $388.36 Unrealized +28.0%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.1%
Value ($000) $662 Shares 2,735 Est. Cost $198.08 Unrealized
BP BP PLC-Spns ADR Sponsored ADR 0.1%
Value ($000) $642 Shares 17,792 Est. Cost $38.56 Unrealized
LECO Lincoln Electric Holdings Inc 0.1%
Value ($000) $629 Shares 3,332 Est. Cost $212.72 Unrealized +2.0%
EMR Emerson Elec Co Com 0.1%
Value ($000) $628 Shares 5,705 Est. Cost $87.54 Unrealized +22.8%
EPD LP Enterprise Partners 0.1%
Value ($000) $623 Shares 21,509 Est. Cost $28.93 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $615 Shares 14,001 Est. Cost $38.93 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $604 Shares 10,019 Est. Cost $58.31 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $593 Shares 2,372 Est. Cost $229.18 Unrealized +9.2%
POOL Pool Corp COMMON 0.1%
Value ($000) $583 Shares 1,898 Est. Cost $351.69 Unrealized +0.4%
INTC Intel Corp Com 0.1%
Value ($000) $579 Shares 18,701 Est. Cost $33.01 Unrealized -1.5%
UI Ubiquiti INC CORP COMMON 0.1%
Value ($000) $571 Shares 3,917 Est. Cost $122.54 Unrealized +4.7%
PB Prosperity Bancshares Inc 0.1%
Value ($000) $537 Shares 8,790 Est. Cost $53.57 Unrealized +8.7%
BBWI Bath & Body Works Inc Ordinary Shares 0.1%
Value ($000) $508 Shares 13,014 Est. Cost $38.05 Unrealized +14.0%
VNQ Vanguard REIT Viper VNQ 0.1%
Value ($000) $496 Shares 5,922 Est. Cost $77.67 Unrealized
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $493 Shares 1,900 Est. Cost $187.58 Unrealized +30.3%
IWN CEF Ishares Russell 2000 Value 0.1%
Value ($000) $473 Shares 3,103 Est. Cost $137.02 Unrealized
RTX RTX Corporation 0.1%
Value ($000) $471 Shares 4,693 Est. Cost $85.01 Unrealized +17.8%
RMD Resmed INC CORP COMMON 0.1%
Value ($000) $461 Shares 2,406 Est. Cost $154.92 Unrealized +29.1%
ROK Rockwell Automation Inc Common 0.1%
Value ($000) $445 Shares 1,615 Est. Cost $262.06 Unrealized +0.1%
UPS United Parcel Service 0.1%
Value ($000) $442 Shares 3,228 Est. Cost $136.44 Unrealized -4.7%
SDY SPDR Ser Tr S&P Divid ETF 0.1%
Value ($000) $440 Shares 3,460 Est. Cost $107.32 Unrealized
NVS Novartis AG Spnsrd ADR 0.1%
Value ($000) $436 Shares 4,096 Est. Cost $97.24 Unrealized
HSY The Hershey Company 0.1%
Value ($000) $430 Shares 2,341 Est. Cost $182.30 Unrealized +0.9%
CRM Salesforce Inc Ordinary Shares 0.1%
Value ($000) $426 Shares 1,657 Est. Cost $160.94 Unrealized +64.5%
ASML ASML Holding N V 0.1%
Value ($000) $423 Shares 414 Est. Cost $629.69 Unrealized
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.1%
Value ($000) $423 Shares 2,574 Est. Cost $163.53 Unrealized
ITOT Ishares 1500 Index Fund 0.0%
Value ($000) $399 Shares 3,361 Est. Cost $97.63 Unrealized
AZN Astrazeneca PLC 0.0%
Value ($000) $389 Shares 4,991 Est. Cost $50.90 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.0%
Value ($000) $386 Shares 2,215 Est. Cost $166.89 Unrealized
TFLO Ishares Treasury Floating Rate Bond Etf Floatng Bd 0.0%
Value ($000) $382 Shares 7,537 Est. Cost $50.67 Unrealized
XLK Technology Select Sect SPDR 0.0%
Value ($000) $365 Shares 1,612 Est. Cost $67.46 Unrealized
MCO Moodys Corp Common 0.0%
Value ($000) $361 Shares 858 Est. Cost $276.52 Unrealized +42.1%
EOG EOG Resources Inc Com 0.0%
Value ($000) $355 Shares 2,817 Est. Cost $106.13 Unrealized +15.1%
ZTS Zoetis 0.0%
Value ($000) $354 Shares 2,040 Est. Cost $143.92 Unrealized +13.5%
CBT Cabot Corp COMMON 0.0%
Value ($000) $340 Shares 3,700 Est. Cost $29.38 Unrealized +218.5%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $336 Shares 2,757 Est. Cost $105.93 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $333 Shares 84 Est. Cost $2035.98 Unrealized +79.5%
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $330 Shares 1,676 Est. Cost $195.53 Unrealized -1.3%
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.0%
Value ($000) $330 Shares 2,000 Est. Cost $160.29 Unrealized -2.8%
MS Morgan Stanley CORP COMMON 0.0%
Value ($000) $329 Shares 3,388 Est. Cost $75.84 Unrealized +19.7%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $329 Shares 1,801 Est. Cost $186.96 Unrealized
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $326 Shares 5,415 Est. Cost $59.57 Unrealized -0.5%
EZU Blackrock Institutional Trust Company N.A. Ishares Msci Emu Etf 0.0%
Value ($000) $322 Shares 6,595 Est. Cost $31.99 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $320 Shares 5,100 Est. Cost $61.53 Unrealized +1.0%
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.0%
Value ($000) $316 Shares 4,818 Est. Cost $62.27 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $315 Shares 1,380 Est. Cost $162.70 Unrealized +27.6%
MO Altria Group Inc Com 0.0%
Value ($000) $310 Shares 6,804 Est. Cost $35.99 Unrealized +8.7%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $303 Shares 4,173 Est. Cost $73.54 Unrealized
CDW Cdw Corp Ordinary Shares 0.0%
Value ($000) $297 Shares 1,329 Est. Cost $175.42 Unrealized +29.2%
GLW Corning Inc Com 0.0%
Value ($000) $296 Shares 7,616 Est. Cost $29.28 Unrealized +15.0%
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $291 Shares 544 Est. Cost $402.57 Unrealized
Blackrock Inc 0.0%
Value ($000) $282 Shares 358 Est. Cost $656.11 Unrealized
ORLY OReilly Auto Inc New 0.0%
Value ($000) $281 Shares 266 Est. Cost $53.84 Unrealized +28.4%
RHI Robert Half Inc 0.0%
Value ($000) $278 Shares 4,343 Est. Cost $71.89 Unrealized -4.6%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $277 Shares 1,595 Est. Cost $108.31 Unrealized
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $274 Shares 406 Est. Cost $49.95 Unrealized +25.0%
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $269 Shares 6,543 Est. Cost $34.13 Unrealized
HPQ HP INC 0.0%
Value ($000) $267 Shares 7,638 Est. Cost $24.05 Unrealized +23.5%
GEV Ge Vernova INC CORP COMMON 0.0%
Value ($000) $263 Shares 1,532 Est. Cost $158.10 Unrealized 0.0%
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $262 Shares 1,047 Est. Cost $255.54 Unrealized
VHT Vanguard Health Care Etf 0.0%
Value ($000) $258 Shares 971 Est. Cost $250.70 Unrealized
EWJ Blackrock Institutional Trust Company N.A. Ishares Msci Japan Etf 0.0%
Value ($000) $253 Shares 3,712 Est. Cost $48.76 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $252 Shares 5,749 Est. Cost $44.33 Unrealized
PSX Phillips 66 0.0%
Value ($000) $250 Shares 1,773 Est. Cost $101.77 Unrealized +37.2%
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $250 Shares 1,369 Est. Cost $146.76 Unrealized
MFC Manulife Finl Corp Common 0.0%
Value ($000) $247 Shares 9,262 Est. Cost $15.21 Unrealized +64.4%
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $246 Shares 3,126 Est. Cost $77.65 Unrealized +3.6%
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.0%
Value ($000) $245 Shares 4,696 Est. Cost $50.47 Unrealized
CB Chubb Limited 0.0%
Value ($000) $242 Shares 947 Est. Cost $187.86 Unrealized +34.5%
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $240 Shares 643 Est. Cost $327.31 Unrealized
Lam Research Corp. Ordinary Shares 0.0%
Value ($000) $229 Shares 215 Est. Cost $365.52 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $229 Shares 2,940 Est. Cost $83.19 Unrealized -6.2%
GILD Gilead Sciences Inc. Com 0.0%
Value ($000) $225 Shares 3,278 Est. Cost $57.13 Unrealized +10.5%
PGR Progressive Corp COMMON 0.0%
Value ($000) $220 Shares 1,059 Est. Cost $118.23 Unrealized +63.0%
IDA Idacorp Inc 0.0%
Value ($000) $217 Shares 2,329 Est. Cost $94.65 Unrealized -0.8%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $217 Shares 1,569 Est. Cost $113.39 Unrealized +10.5%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $215 Shares 589 Est. Cost $257.86 Unrealized
FHLC Fidelity Msci Health Care Index Etf Indx 0.0%
Value ($000) $207 Shares 3,015 Est. Cost $67.66 Unrealized
DE Deere & Co Com 0.0%
Value ($000) $203 Shares 542 Est. Cost $251.70 Unrealized +51.2%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $202 Shares 942 Est. Cost $227.51 Unrealized -1.4%
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.0%
Value ($000) $201 Shares 2,487 Est. Cost $80.54 Unrealized
HUM Humana INC CORP COMMON 0.0%
Value ($000) $196 Shares 524 Est. Cost $498.63 Unrealized -33.8%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.0%
Value ($000) $193 Shares 4,373 Est. Cost $44.51 Unrealized
EMXC Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Ex China Etf 0.0%
Value ($000) $191 Shares 3,228 Est. Cost $59.20 Unrealized
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $187 Shares 887 Est. Cost $193.17 Unrealized +3.6%
ELV Elevance Health Inc Ordinary Shares 0.0%
Value ($000) $186 Shares 343 Est. Cost $466.22 Unrealized +10.2%
AFL AFLAC Inc Com 0.0%
Value ($000) $185 Shares 2,067 Est. Cost $76.50 Unrealized +8.6%
XLU Select Sector SPDR Utilities 0.0%
Value ($000) $184 Shares 2,704 Est. Cost $63.33 Unrealized
GIS General Mls Inc Com 0.0%
Value ($000) $184 Shares 2,906 Est. Cost $55.60 Unrealized +15.9%
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value ($000) $183 Shares 820 Est. Cost $165.58 Unrealized +45.4%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $183 Shares 1,661 Est. Cost $70.55 Unrealized +39.8%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $182 Shares 621 Est. Cost $291.47 Unrealized +0.4%
NKE Nike Inc Cl B 0.0%
Value ($000) $180 Shares 2,391 Est. Cost $110.94 Unrealized -19.1%
PM Philip Morris Intl Inc 0.0%
Value ($000) $179 Shares 1,765 Est. Cost $82.87 Unrealized +10.2%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $179 Shares 357 Est. Cost $453.76 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $170 Shares 1,941 Est. Cost $76.66 Unrealized +7.8%
VEA Vanguard Ftse Developed Market ETF 0.0%
Value ($000) $170 Shares 3,443 Est. Cost $49.44 Unrealized
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $169 Shares 4,550 Est. Cost $30.77 Unrealized
TRN Trinity Inds Inc Com 0.0%
Value ($000) $166 Shares 5,561 Est. Cost $23.46 Unrealized +15.7%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $165 Shares 1,019 Est. Cost $94.35 Unrealized +70.5%
AMT American Tower Corp Reit 0.0%
Value ($000) $165 Shares 849 Est. Cost $184.91 Unrealized -4.7%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $165 Shares 994 Est. Cost $144.07 Unrealized +4.7%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $163 Shares 3,275 Est. Cost $49.87 Unrealized
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $159 Shares 356 Est. Cost $354.59 Unrealized +19.5%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $156 Shares 1,689 Est. Cost $82.54 Unrealized +7.3%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $155 Shares 1,853 Est. Cost $58.27 Unrealized +42.4%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $153 Shares 2,891 Est. Cost $34.64 Unrealized +47.8%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $152 Shares 275 Est. Cost $512.59 Unrealized +11.2%
COF Capital One Finl Corp Com 0.0%
Value ($000) $150 Shares 1,084 Est. Cost $102.85 Unrealized +33.4%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.0%
Value ($000) $149 Shares 868 Est. Cost $152.59 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $149 Shares 329 Est. Cost $294.41 Unrealized +43.9%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $147 Shares 2,326 Est. Cost $53.55 Unrealized +12.4%
DTE DTE Energy Common 0.0%
Value ($000) $143 Shares 1,290 Est. Cost $106.11 Unrealized -0.6%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $142 Shares 4,603 Est. Cost $50.10 Unrealized -26.9%
SO Southern Company 0.0%
Value ($000) $140 Shares 1,806 Est. Cost $65.83 Unrealized +9.1%
MNST Monster Beverage Corp New 0.0%
Value ($000) $139 Shares 2,789 Est. Cost $49.77 Unrealized +6.5%
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $136 Shares 6,842 Est. Cost $15.26 Unrealized +16.2%
Discover Financial Services 0.0%
Value ($000) $136 Shares 1,038 Est. Cost $118.49 Unrealized
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $136 Shares 5,100 Est. Cost $22.29 Unrealized
SAP SAP Sponsored 0.0%
Value ($000) $135 Shares 667 Est. Cost $126.55 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $131 Shares 2,217 Est. Cost $86.09 Unrealized -32.0%
FENY Fidelity Msci Energy Index Etf Indx 0.0%
Value ($000) $130 Shares 5,176 Est. Cost $24.83 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $123 Shares 3,440 Est. Cost $30.91 Unrealized +13.6%
HON Honeywell Intl Inc Com 0.0%
Value ($000) $122 Shares 570 Est. Cost $173.90 Unrealized +5.7%
GD General Dynamics Corp Com 0.0%
Value ($000) $117 Shares 403 Est. Cost $196.52 Unrealized +44.5%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $117 Shares 1,498 Est. Cost $77.52 Unrealized +4.9%
BMY Bristol-Myers Squibb Co Com 0.0%
Value ($000) $116 Shares 2,800 Est. Cost $55.57 Unrealized -26.2%
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $114 Shares 2,979 Est. Cost $39.10 Unrealized
Independent Bank Group Inc 0.0%
Value ($000) $114 Shares 2,500 Est. Cost $59.43 Unrealized
GOVT Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf 0.0%
Value ($000) $114 Shares 5,040 Est. Cost $22.77 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $114 Shares 126 Est. Cost $510.28 Unrealized +81.8%
XLRE Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $114 Shares 2,956 Est. Cost $39.29 Unrealized
SOLV Solventum Corp COMMON 0.0%
Value ($000) $113 Shares 2,145 Est. Cost $60.70 Unrealized 0.0%
PKG Packaging Corp Of America COMMON 0.0%
Value ($000) $111 Shares 606 Est. Cost $152.14 Unrealized +14.6%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $109 Shares 245 Est. Cost $268.92 Unrealized +48.1%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $107 Shares 901 Est. Cost $103.24 Unrealized +22.6%
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $107 Shares 1,620 Est. Cost $64.17 Unrealized
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.0%
Value ($000) $106 Shares 2,235 Est. Cost $45.89 Unrealized
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value ($000) $106 Shares 1,025 Est. Cost $71.80 Unrealized +25.1%
FIDU Fidelity Msci Industrials Index Etf Indx 0.0%
Value ($000) $106 Shares 1,614 Est. Cost $63.56 Unrealized
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $105 Shares 1,773 Est. Cost $40.89 Unrealized +39.1%
FNCL Fidelity Msci Financials Index Etf Indx 0.0%
Value ($000) $105 Shares 1,805 Est. Cost $55.84 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $100 Shares 1,172 Est. Cost $65.81 Unrealized
ALB Albemarle Corp COMMON 0.0%
Value ($000) $98 Shares 1,023 Est. Cost $193.11 Unrealized -40.4%
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $97 Shares 238 Est. Cost $424.23 Unrealized -1.6%
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.0%
Value ($000) $96 Shares 2,954 Est. Cost $31.80 Unrealized
RELX Relx Plc ADR 0.0%
Value ($000) $95 Shares 2,081 Est. Cost $24.51 Unrealized
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value ($000) $94 Shares 2,270 Est. Cost $39.89 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $91 Shares 2,699 Est. Cost $32.11 Unrealized +10.0%
Total S.A. ADR 0.0%
Value ($000) $88 Shares 1,316 Est. Cost $57.97 Unrealized
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $88 Shares 1,450 Est. Cost $64.93 Unrealized -11.1%
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $88 Shares 173 Est. Cost $259.06 Unrealized +103.7%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $87 Shares 1,207 Est. Cost $64.14 Unrealized
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $86 Shares 262 Est. Cost $183.33 Unrealized +71.1%
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $83 Shares 1,990 Est. Cost $42.71 Unrealized
IUSV Blackrock Institutional Trust Company N.A. Ishares Core S&p U.S.Value Etf 0.0%
Value ($000) $81 Shares 922 Est. Cost $62.91 Unrealized
IGIB Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf 0.0%
Value ($000) $81 Shares 1,578 Est. Cost $51.60 Unrealized
F Ford Mtr Co Del 0.0%
Value ($000) $80 Shares 6,356 Est. Cost $10.44 Unrealized +6.6%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $79 Shares 803 Est. Cost $70.10 Unrealized +41.5%
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $70.28 Unrealized
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $78 Shares 569 Est. Cost $100.12 Unrealized +31.6%
PAA Plains All American Pipeline 0.0%
Value ($000) $78 Shares 4,358 Est. Cost $17.10 Unrealized
DOX Amdocs Limited 0.0%
Value ($000) $76 Shares 966 Est. Cost $78.83 Unrealized 0.0%
MBB Ishares Mbs Etf 0.0%
Value ($000) $76 Shares 824 Est. Cost $92.42 Unrealized
Arista Networks Inc Ordinary Shares 0.0%
Value ($000) $75 Shares 214 Est. Cost $133.42 Unrealized
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value ($000) $74 Shares 960 Est. Cost $77.14 Unrealized
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $74 Shares 835 Est. Cost $94.12 Unrealized
VLTO Veralto Corp COMMON 0.0%
Value ($000) $73 Shares 764 Est. Cost $73.75 Unrealized +28.7%
SYY Sysco Corp Com 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $69.42 Unrealized +2.5%
FUTY Fidelity Msci Utilities Index Etf Indx 0.0%
Value ($000) $71 Shares 1,616 Est. Cost $42.09 Unrealized
XYZ Block Inc 0.0%
Value ($000) $71 Shares 1,100 Est. Cost $99.02 Unrealized -29.4%
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $71 Shares 123 Est. Cost $322.34 Unrealized
BNTX Biontech Se ADR 0.0%
Value ($000) $71 Shares 880 Est. Cost $92.25 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $71 Shares 1,453 Est. Cost $49.13 Unrealized
CRGY Crescent Energy Co 0.0%
Value ($000) $70 Shares 5,935 Est. Cost $14.10 Unrealized -22.6%
VIK Viking Holdings LTD 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $30.16 Unrealized 0.0%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $68 Shares 1,793 Est. Cost $36.51 Unrealized
MDLZ Mondelez International Cl A 0.0%
Value ($000) $66 Shares 1,016 Est. Cost $65.15 Unrealized 0.0%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $66 Shares 582 Est. Cost $110.09 Unrealized
HEI Heico Corp. Ordinary Shares 0.0%
Value ($000) $66 Shares 295 Est. Cost $211.13 Unrealized 0.0%
WSC Willscot Mobile Mini Holdings Corp Holdin CLASS A COMMON 0.0%
Value ($000) $66 Shares 1,748 Est. Cost $39.57 Unrealized 0.0%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $64 Shares 970 Est. Cost $77.44 Unrealized -14.3%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $62 Shares 800 Est. Cost $12.97 Unrealized +481.4%
BALL Ball Corp Com 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $62.04 Unrealized +5.4%
FCN Fti Consulting INC CORP COMMON 0.0%
Value ($000) $59 Shares 274 Est. Cost $213.83 Unrealized 0.0%
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $59 Shares 222 Est. Cost $212.35 Unrealized
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $58 Shares 7,815 Est. Cost $11.74 Unrealized -31.7%
APH Amphenol Corp New Class A 0.0%
Value ($000) $56 Shares 836 Est. Cost $49.99 Unrealized +24.5%
SLB Schlumberger LTD Com 0.0%
Value ($000) $56 Shares 1,191 Est. Cost $50.08 Unrealized -8.2%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $55 Shares 769 Est. Cost $45.51 Unrealized
FAF First American Financial Corp COMMON 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $55.19 Unrealized -5.1%
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $54 Shares 200 Est. Cost $223.03 Unrealized +12.1%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $53 Shares 490 Est. Cost $122.65 Unrealized -5.4%
BIIB Biogen Idec Inc 0.0%
Value ($000) $53 Shares 229 Est. Cost $267.50 Unrealized -18.8%
STE Steris Plc Ordinary Shares 0.0%
Value ($000) $53 Shares 241 Est. Cost $214.14 Unrealized 0.0%
CMCSA Comcast Corp 0.0%
Value ($000) $53 Shares 1,341 Est. Cost $38.96 Unrealized -4.7%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $52 Shares 439 Est. Cost $101.12 Unrealized
DVN Devon Energy Corp New Com 0.0%
Value ($000) $51 Shares 1,085 Est. Cost $48.65 Unrealized -2.9%
FNDF Schwab Fundamental International Equity ETF 0.0%
Value ($000) $51 Shares 1,466 Est. Cost $33.73 Unrealized
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $51 Shares 250 Est. Cost $0.12 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $51 Shares 897 Est. Cost $57.69 Unrealized
CVE Cenovus Energy INC CORP COMMON 0.0%
Value ($000) $51 Shares 2,600 Est. Cost $16.19 Unrealized +19.3%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $51 Shares 645 Est. Cost $67.68 Unrealized +16.0%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $50 Shares 291 Est. Cost $103.98 Unrealized
RNR Renaissancere Holdings Ltd CORP COMMON 0.0%
Value ($000) $49 Shares 217 Est. Cost $223.97 Unrealized 0.0%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $48 Shares 264 Est. Cost $171.68 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $48 Shares 276 Est. Cost $146.98 Unrealized +22.2%
GINN Goldman Sachs Etf Trust Innovate Equity 0.0%
Value ($000) $48 Shares 841 Est. Cost $33.95 Unrealized
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $47 Shares 312 Est. Cost $89.06 Unrealized +52.2%
BURL Burlington Stores INC CORP COMMON 0.0%
Value ($000) $47 Shares 196 Est. Cost $205.79 Unrealized 0.0%
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $47 Shares 276 Est. Cost $168.79 Unrealized
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $46 Shares 262 Est. Cost $141.96 Unrealized +15.2%
BIV Vanguard Bond Index ETF 0.0%
Value ($000) $46 Shares 615 Est. Cost $75.46 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $45 Shares 106 Est. Cost $362.95 Unrealized +15.3%
BND Vanguard Total Bond Market 0.0%
Value ($000) $44 Shares 612 Est. Cost $72.05 Unrealized
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $43 Shares 1,084 Est. Cost $25.08 Unrealized
HYLN Hyliion Holdings Corporation Ordinary Shares - Class A 0.0%
Value ($000) $43 Shares 26,583 Est. Cost $9.21 Unrealized -83.9%
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $42 Shares 549 Est. Cost $76.77 Unrealized
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $42 Shares 750 Est. Cost $74.89 Unrealized
TPL Texas Pacific Land Corp COMMON 0.0%
Value ($000) $42 Shares 57 Est. Cost $204.79 Unrealized 0.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $41 Shares 1,949 Est. Cost $13.74 Unrealized +28.2%
QYLD Global X Funds Nasdaq 100 Covered Call Etf 0.0%
Value ($000) $41 Shares 2,335 Est. Cost $17.67 Unrealized
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $41 Shares 100 Est. Cost $255.40 Unrealized +62.8%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $41 Shares 646 Est. Cost $59.30 Unrealized +4.6%
HOG Harley-Davidson Inc 0.0%
Value ($000) $40 Shares 1,200 Est. Cost $36.98 Unrealized -1.8%
NTAP Netapp Inc Com 0.0%
Value ($000) $40 Shares 307 Est. Cost $77.16 Unrealized +40.7%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 116 Est. Cost $106.34 Unrealized +40.7%
QUS Spdr Msci Usa Strategicfactors Etf Strategicfactrs 0.0%
Value ($000) $39 Shares 266 Est. Cost $132.12 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $38 Shares 450 Est. Cost $69.31 Unrealized +5.6%
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf 0.0%
Value ($000) $38 Shares 471 Est. Cost $80.72 Unrealized
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $37 Shares 770 Est. Cost $39.75 Unrealized +24.1%
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $37 Shares 125 Est. Cost $349.84 Unrealized -4.4%
KKR Kkr & Co. Inc Ordinary Shares 0.0%
Value ($000) $37 Shares 351 Est. Cost $87.29 Unrealized +15.6%
CSX CSX Corp Com 0.0%
Value ($000) $37 Shares 1,101 Est. Cost $31.03 Unrealized +6.7%
AEE Ameren Corp Com 0.0%
Value ($000) $37 Shares 515 Est. Cost $69.05 Unrealized 0.0%
WTW Willis Towers Watson Plc CORP COMMON 0.0%
Value ($000) $36 Shares 137 Est. Cost $252.98 Unrealized 0.0%
RLI Rli Corp COMMON 0.0%
Value ($000) $35 Shares 248 Est. Cost $66.85 Unrealized 0.0%
PAYX Paychex Inc. Com 0.0%
Value ($000) $34 Shares 288 Est. Cost $113.62 Unrealized +2.4%
OKE Oneok Inc New Com 0.0%
Value ($000) $33 Shares 410 Est. Cost $66.91 Unrealized +10.5%
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $33 Shares 468 Est. Cost $54.29 Unrealized +14.2%
TRV Travelers Cos Inc 0.0%
Value ($000) $33 Shares 160 Est. Cost $161.48 Unrealized +29.4%
EBAY Ebay Inc Com 0.0%
Value ($000) $32 Shares 600 Est. Cost $48.08 Unrealized +5.5%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $32 Shares 751 Est. Cost $23.50 Unrealized +60.4%
XEL XCEL Energy Inc Com 0.0%
Value ($000) $32 Shares 595 Est. Cost $51.36 Unrealized 0.0%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $32 Shares 250 Est. Cost $175.09 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $30 Shares 375 Est. Cost $23.52 Unrealized +34.2%
PCTY Paylocity Holding Corp COMMON 0.0%
Value ($000) $30 Shares 228 Est. Cost $166.47 Unrealized -7.0%
ETR Entergy Corp New Com 0.0%
Value ($000) $30 Shares 277 Est. Cost $49.45 Unrealized +3.8%
XLP Select Sec Amex Consumer Staples 0.0%
Value ($000) $30 Shares 387 Est. Cost $76.58 Unrealized
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $29 Shares 719 Est. Cost $20.28 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $28 Shares 216 Est. Cost $61.19 Unrealized +104.6%
TDY Teledyne Technologies 0.0%
Value ($000) $28 Shares 72 Est. Cost $396.07 Unrealized 0.0%
EG Everest Re Group Ltd CORP COMMON 0.0%
Value ($000) $27 Shares 70 Est. Cost $368.63 Unrealized 0.0%
NOBL Proshares Trust S&p 500 Dividend Aristocrats Etf 0.0%
Value ($000) $27 Shares 276 Est. Cost $96.13 Unrealized
NFE New Fortress Energy INC CLASS A CORP COMMON 0.0%
Value ($000) $26 Shares 1,186 Est. Cost $25.84 Unrealized 0.0%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $26 Shares 259 Est. Cost $99.79 Unrealized
HII Huntington Ingalls Industries INC CORP COMMON 0.0%
Value ($000) $25 Shares 103 Est. Cost $264.00 Unrealized -5.2%
UGI UGI Corp New 0.0%
Value ($000) $25 Shares 1,099 Est. Cost $24.02 Unrealized +0.9%
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $25 Shares 107 Est. Cost $254.51 Unrealized -10.5%
SPYV Spdr Series Trust Portfolio S&p 500 Value Etf 0.0%
Value ($000) $25 Shares 513 Est. Cost $39.36 Unrealized
EXPD Expeditors International Of Washington INC Wasn CORP COMMON 0.0%
Value ($000) $25 Shares 200 Est. Cost $120.65 Unrealized -3.4%
ON On Semiconductor Corp COMMON 0.0%
Value ($000) $25 Shares 363 Est. Cost $70.16 Unrealized 0.0%
OVV Ovintiv INC CORP COMMON 0.0%
Value ($000) $24 Shares 520 Est. Cost $45.54 Unrealized +10.5%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.0%
Value ($000) $24 Shares 269 Est. Cost $88.48 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $23 Shares 400 Est. Cost $61.23 Unrealized +3.6%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $23 Shares 236 Est. Cost $89.76 Unrealized 0.0%
DAR Darling Ingredients INC CORP COMMON 0.0%
Value ($000) $23 Shares 623 Est. Cost $69.73 Unrealized -40.5%
PPLT Abrdn Physical Platinum Shares Etf 0.0%
Value ($000) $23 Shares 250 Est. Cost $83.55 Unrealized
O Realty Income Corp 0.0%
Value ($000) $23 Shares 427 Est. Cost $46.49 Unrealized +4.6%
CFR Cullen Frost BK Inc 0.0%
Value ($000) $22 Shares 221 Est. Cost $128.49 Unrealized -22.6%
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $22 Shares 69 Est. Cost $320.76 Unrealized 0.0%
United States Steel Corp US COMMON 0.0%
Value ($000) $22 Shares 580 Est. Cost $37.80 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $22 Shares 96 Est. Cost $209.20 Unrealized 0.0%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $22 Shares 195 Est. Cost $113.75 Unrealized
JBHT J B Hunt Transport Services INC Jb CORP COMMON 0.0%
Value ($000) $21 Shares 134 Est. Cost $164.74 Unrealized 0.0%
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $21 Shares 28 Est. Cost $732.37 Unrealized 0.0%
SHW Sherwin Williams CORP COMMON 0.0%
Value ($000) $21 Shares 70 Est. Cost $284.28 Unrealized +7.3%
EQT EQT Corporation 0.0%
Value ($000) $20 Shares 549 Est. Cost $38.30 Unrealized 0.0%
TXO Txo Partners Lp Unt 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $17.95 Unrealized
FRO Frontline Plc Ordinary Shares 0.0%
Value ($000) $20 Shares 778 Est. Cost $23.18 Unrealized 0.0%
VMBS Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf 0.0%
Value ($000) $20 Shares 441 Est. Cost $45.83 Unrealized
ING ING Groep NV Spons ADR 0.0%
Value ($000) $20 Shares 1,159 Est. Cost $17.14 Unrealized
TLH Blackrock Institutional Trust Company N.A. Ishares 10-20 Year Treasury Bond Etf 0.0%
Value ($000) $20 Shares 193 Est. Cost $102.70 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $144.29 Unrealized +28.3%
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $19 Shares 159 Est. Cost $86.15 Unrealized
JNK Spdr Bloomberg High Yield Bond Etf Blmbrg Brcly Hgh Yld Bnd 0.0%
Value ($000) $19 Shares 202 Est. Cost $94.27 Unrealized
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $19 Shares 60 Est. Cost $301.09 Unrealized 0.0%
PDBC Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 Etf 0.0%
Value ($000) $19 Shares 1,336 Est. Cost $14.05 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value ($000) $19 Shares 382 Est. Cost $47.11 Unrealized 0.0%
CAG Conagra Foods Inc 0.0%
Value ($000) $19 Shares 657 Est. Cost $27.36 Unrealized 0.0%
MET Metlife Inc Com 0.0%
Value ($000) $19 Shares 264 Est. Cost $68.14 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $18 Shares 398 Est. Cost $36.85 Unrealized +20.5%
AGCO Agco Corp Del Common 0.0%
Value ($000) $18 Shares 187 Est. Cost $111.36 Unrealized -3.3%
USB US Bancorp Del Com New 0.0%
Value ($000) $18 Shares 461 Est. Cost $39.76 Unrealized -5.0%
MCK McKesson Corp Com 0.0%
Value ($000) $18 Shares 30 Est. Cost $552.61 Unrealized 0.0%
APA APA Corp (Us) COMMON 0.0%
Value ($000) $18 Shares 595 Est. Cost $31.02 Unrealized -7.1%
XIFR Nextera Energy Partners Lp Unt 0.0%
Value ($000) $17 Shares 620 Est. Cost $30.34 Unrealized 0.0%
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value ($000) $17 Shares 138 Est. Cost $24.63 Unrealized +20.0%
LEN Lennar Corp CLASS A COMMON 0.0%
Value ($000) $17 Shares 111 Est. Cost $148.55 Unrealized 0.0%
EWZ I Shares Msci Brazil Index Fund 0.0%
Value ($000) $16 Shares 600 Est. Cost $32.42 Unrealized
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $16 Shares 223 Est. Cost $69.50 Unrealized 0.0%
SEE Sealed Air Corp COMMON 0.0%
Value ($000) $16 Shares 463 Est. Cost $34.28 Unrealized 0.0%
PSA Public Storage Inc Com 0.0%
Value ($000) $16 Shares 55 Est. Cost $257.67 Unrealized 0.0%
GSK GSK PLC ADR 0.0%
Value ($000) $16 Shares 410 Est. Cost $35.44 Unrealized
Cohen & Steers Funds Reit And Preferred Income Fund, Inc. 0.0%
Value ($000) $16 Shares 766 Est. Cost $28.39 Unrealized
EVRG Evergy Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 291 Est. Cost $49.78 Unrealized 0.0%
MFS Investment Management Municipal Income Trust 0.0%
Value ($000) $15 Shares 2,820 Est. Cost $5.36 Unrealized
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $15 Shares 123 Est. Cost $103.46 Unrealized +13.9%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $15 Shares 278 Est. Cost $53.53 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $14 Shares 105 Est. Cost $68.27 Unrealized +91.4%
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $14 Shares 172 Est. Cost $82.13 Unrealized 0.0%
XLC Ssga Active Trust Communication Services Select Sector Spdr Fund 0.0%
Value ($000) $14 Shares 168 Est. Cost $85.66 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $14 Shares 66 Est. Cost $187.42 Unrealized
RITM Rithm Capital Corp COMMON 0.0%
Value ($000) $14 Shares 1,271 Est. Cost $10.68 Unrealized
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $14 Shares 92 Est. Cost $108.70 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $14 Shares 105 Est. Cost $135.18 Unrealized +2.3%
CINF Cincinnati Financial Corp. Ordinary Shares 0.0%
Value ($000) $14 Shares 115 Est. Cost $94.86 Unrealized +18.7%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $14 Shares 250 Est. Cost $42.69 Unrealized +27.9%
FDX FedEx Corp Com 0.0%
Value ($000) $13 Shares 45 Est. Cost $179.41 Unrealized +40.3%
WU The Western Union Co 0.0%
Value ($000) $13 Shares 1,100 Est. Cost $15.69 Unrealized
VGK Vanguard Msci Europe ETF 0.0%
Value ($000) $13 Shares 195 Est. Cost $64.48 Unrealized
APO Apollo Global Management Inc Ordinary Shares - Class A (New) 0.0%
Value ($000) $13 Shares 110 Est. Cost $110.88 Unrealized 0.0%
IVE Ishares S&p 500 Value Etf 0.0%
Value ($000) $13 Shares 71 Est. Cost $182.01 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $13 Shares 114 Est. Cost $104.48 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $12 Shares 75 Est. Cost $134.20 Unrealized +18.1%
OII Oceaneering International INC CORP COMMON 0.0%
Value ($000) $12 Shares 500 Est. Cost $19.28 Unrealized +19.9%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $12 Shares 58 Est. Cost $140.32 Unrealized +43.9%
H Hyatt Hotels Corporation Ordinary Shares - Class A 0.0%
Value ($000) $12 Shares 76 Est. Cost $149.07 Unrealized 0.0%
ET Energy Transfer Partners LP 0.0%
Value ($000) $11 Shares 705 Est. Cost $7.09 Unrealized
IDV Ishares Tr DJ EPAC Divide 0.0%
Value ($000) $10 Shares 378 Est. Cost $27.67 Unrealized
TDC Teradata Corp Ordinary Shares 0.0%
Value ($000) $10 Shares 302 Est. Cost $48.94 Unrealized -28.7%
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $10 Shares 1,500 Est. Cost $9.70 Unrealized -29.2%
RPM RPM Intl Inc Common 0.0%
Value ($000) $10 Shares 96 Est. Cost $85.82 Unrealized +29.0%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $10 Shares 189 Est. Cost $51.65 Unrealized +4.7%
FMC FMC Corporation 0.0%
Value ($000) $10 Shares 175 Est. Cost $101.74 Unrealized -45.8%
REG Regency Centers Corporation Ordinary Shares 0.0%
Value ($000) $10 Shares 157 Est. Cost $56.01 Unrealized 0.0%
Nuveen Credit Strategies Income Fund 0.0%
Value ($000) $10 Shares 1,729 Est. Cost $5.22 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $9 Shares 91 Est. Cost $103.67 Unrealized 0.0%
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value ($000) $9 Shares 131 Est. Cost $69.68 Unrealized 0.0%
TSCO Tractor Supply Co Com 0.0%
Value ($000) $9 Shares 33 Est. Cost $39.56 Unrealized +32.2%
Guaranty Bancshares Inc 0.0%
Value ($000) $9 Shares 275 Est. Cost $25.12 Unrealized
CBOE CBOE Global Markets Inc 0.0%
Value ($000) $9 Shares 51 Est. Cost $175.11 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value ($000) $9 Shares 250 Est. Cost $33.22 Unrealized +4.6%
HIG The Hartford Finl Svcs Group 0.0%
Value ($000) $9 Shares 85 Est. Cost $72.47 Unrealized +34.6%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $9 Shares 800 Est. Cost $10.25 Unrealized -0.1%
NU Nu Holdings Ltd Ordinary Shares Class A 0.0%
Value ($000) $8 Shares 650 Est. Cost $11.64 Unrealized 0.0%
NVAX Novavax INC CORP COMMON 0.0%
Value ($000) $8 Shares 660 Est. Cost $4.64 Unrealized +116.9%
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value ($000) $8 Shares 53 Est. Cost $152.81 Unrealized 0.0%
GLOB Globant S.A. Ordinary Shares 0.0%
Value ($000) $8 Shares 43 Est. Cost $176.27 Unrealized 0.0%
Nuveen Preferred Income Oppty Fund 0.0%
Value ($000) $7 Shares 1,003 Est. Cost $6.76 Unrealized
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $7 Shares 650 Est. Cost $14.12 Unrealized 0.0%
Paralel Advisors LLC Srh Total Return Fund 0.0%
Value ($000) $7 Shares 493 Est. Cost $13.87 Unrealized
Hess Corporation 0.0%
Value ($000) $7 Shares 46 Est. Cost $147.52 Unrealized
AIG American International Group Inc 0.0%
Value ($000) $7 Shares 90 Est. Cost $73.69 Unrealized 0.0%
FND Floor & Decor Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 67 Est. Cost $115.01 Unrealized 0.0%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $7 Shares 90 Est. Cost $56.12 Unrealized +28.9%
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $6 Shares 31 Est. Cost $226.59 Unrealized 0.0%
Nuveen Real Asset Income And Growth Fund 0.0%
Value ($000) $6 Shares 515 Est. Cost $11.72 Unrealized
FTV Fortive Corp Ordinary Shares 0.0%
Value ($000) $6 Shares 79 Est. Cost $57.63 Unrealized 0.0%
DOV Dover Corp Com 0.0%
Value ($000) $6 Shares 32 Est. Cost $175.81 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $6 Shares 96 Est. Cost $55.73 Unrealized 0.0%
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $6 Shares 55 Est. Cost $95.03 Unrealized 0.0%
VOD Vodafone Group PLC (New) 0.0%
Value ($000) $6 Shares 632 Est. Cost $8.90 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $6 Shares 44 Est. Cost $121.47 Unrealized +0.7%
CLF Cleveland-Cliffs Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 360 Est. Cost $17.91 Unrealized 0.0%
HUBB Hubbell Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 15 Est. Cost $383.93 Unrealized 0.0%
SNOW Snowflake Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 40 Est. Cost $147.69 Unrealized 0.0%
New York Life Investments Mainstay Cbre Global Infrastructure Megatrends Term Fund 0.0%
Value ($000) $5 Shares 421 Est. Cost $12.98 Unrealized
MGM Mgm Resorts International Ordinary Shares 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.80 Unrealized 0.0%
PPG PPG Inds Inc Com 0.0%
Value ($000) $5 Shares 42 Est. Cost $132.55 Unrealized -3.9%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $5 Shares 11 Est. Cost $274.40 Unrealized +58.2%
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.47 Unrealized 0.0%
XLB Materials Select Sector SPDR Fund 0.0%
Value ($000) $5 Shares 55 Est. Cost $88.31 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $5 Shares 35 Est. Cost $128.59 Unrealized +10.1%
COR Cencora INC CORP COMMON 0.0%
Value ($000) $5 Shares 21 Est. Cost $191.75 Unrealized +19.2%
CX Cemex Sab DE CV Spon ADR 5 Ord 0.0%
Value ($000) $5 Shares 720 Est. Cost $9.01 Unrealized
HMC Honda Motor Co LTD 0.0%
Value ($000) $4 Shares 128 Est. Cost $30.91 Unrealized
Walgreens Boots Alliance Inc Common 0.0%
Value ($000) $4 Shares 321 Est. Cost $12.10 Unrealized
EWU Ishares Msci United Kingdom Etf 0.0%
Value ($000) $4 Shares 106 Est. Cost $34.88 Unrealized
GL Globe Life INC CORP COMMON 0.0%
Value ($000) $4 Shares 44 Est. Cost $115.50 Unrealized -29.3%
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.0%
Value ($000) $4 Shares 62 Est. Cost $57.98 Unrealized
WDS Woodside Energy Group Ltd ADR 0.0%
Value ($000) $3 Shares 181 Est. Cost $19.97 Unrealized
DGX Quest Diagnostics, Inc. Ordinary Shares 0.0%
Value ($000) $3 Shares 23 Est. Cost $132.98 Unrealized 0.0%
EFAV Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Min Vol Factor Etf 0.0%
Value ($000) $3 Shares 42 Est. Cost $50.27 Unrealized
LPLA Lpl Financial Holdings INC CORP COMMON 0.0%
Value ($000) $3 Shares 10 Est. Cost $224.79 Unrealized +20.8%
BMBL Bumble INC CLASS A CORP COMMON 0.0%
Value ($000) $3 Shares 263 Est. Cost $67.36 Unrealized -83.8%
PGX Invesco Capital Management LLC Preferred Etf 0.0%
Value ($000) $3 Shares 231 Est. Cost $11.55 Unrealized
FE Firstenergy Corp COMMON 0.0%
Value ($000) $2 Shares 65 Est. Cost $36.32 Unrealized 0.0%
SSRM Ssr Mining INC CORP COMMON 0.0%
Value ($000) $2 Shares 517 Est. Cost $6.97 Unrealized -26.4%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.54 Unrealized
HEFA Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf 0.0%
Value ($000) $2 Shares 62 Est. Cost $35.55 Unrealized
ENPH Enphase Energy INC CORP COMMON 0.0%
Value ($000) $2 Shares 20 Est. Cost $116.47 Unrealized 0.0%
Sirius Xm Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 666 Est. Cost $5.07 Unrealized
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $2 Shares 88 Est. Cost $15.85 Unrealized +17.7%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 64 Est. Cost $18.68 Unrealized +28.3%
INO Inovio Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.63 Unrealized +21.9%
TFC Truist Financial Corp 0.0%
Value ($000) $2 Shares 40 Est. Cost $34.94 Unrealized 0.0%
STWD Starwood Property Trust 0.0%
Value ($000) $2 Shares 80 Est. Cost $18.94 Unrealized
BAX Baxter Intl Inc Com 0.0%
Value ($000) $2 Shares 45 Est. Cost $35.52 Unrealized 0.0%
Proshares Trust Ultrapro Short 0.0%
Value ($000) $1 Shares 48 Est. Cost $28.81 Unrealized
IBTE Ishares Trust Ibonds Dec 2024 Term Treasury Etf 0.0%
Value ($000) $1 Shares 55 Est. Cost $23.98 Unrealized
RF Regions Financial Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 60 Est. Cost $18.06 Unrealized 0.0%
DJT Trump Media & Technology Group Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $41.77 Unrealized +0.6%
SRLN Ssga Active Trust Spdr Blackstone Senior Loan Etf 0.0%
Value ($000) $1 Shares 26 Est. Cost $41.81 Unrealized
Zimvie Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 49 Est. Cost $16.49 Unrealized
LSCC Lattice Semiconductor Corp COMMON 0.0%
Value ($000) $1 Shares 14 Est. Cost $68.99 Unrealized
SGOV Ishares 0-3 Month Treasury Bond Etf 0 To 3 Mnth Bnd 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.75 Unrealized
DXJ Wisdomtree Trust Japan Hedged Equity Fund 0.0%
Value ($000) $1 Shares 7 Est. Cost $112.86 Unrealized
EXAS Exact Sciences Corp COMMON 0.0%
Value ($000) $1 Shares 18 Est. Cost $85.41 Unrealized -35.6%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $1 Shares 12 Est. Cost $63.01 Unrealized
OWL Blue Owl Capital Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 40 Est. Cost $18.34 Unrealized 0.0%
IHAK Ishares Trust Cybersecurity And Tech Etf 0.0%
Value ($000) $1 Shares 15 Est. Cost $45.93 Unrealized
Tellurian Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 952 Est. Cost $4.02 Unrealized
Ishares Trust Ibonds Dec 2025 Term Treasury Etf 0.0%
Value ($000) $1 Shares 23 Est. Cost $23.22 Unrealized
YEAR AB Ultra Short Income ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.50 Unrealized
IBB Ishares Tr Nasdaq Biotechnology ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $137.33 Unrealized
ICVT Blackrock Institutional Trust Company N.A. Ishares Convertible Bond Etf 0.0%
Value ($000) $0 Shares 4 Est. Cost $78.75 Unrealized
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized -14.6%
LITE Lumentum Holdings Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.30 Unrealized 0.0%
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.38 Unrealized
VIAV Viavi Solutions Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.78 Unrealized 0.0%
CGC Canopy Growth Corp COMMON 0.0%
Value ($000) $0 Shares 26 Est. Cost $8.60 Unrealized 0.0%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 111 Est. Cost $36.04 Unrealized
Nikola Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 17 Est. Cost $8.06 Unrealized
RIG Transocean Ordinary Shares Merger 0.0%
Value ($000) $0 Shares 23 Est. Cost $5.46 Unrealized +5.9%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.34 Unrealized -17.2%
LUMN Lumen Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 34 Est. Cost $1.56 Unrealized -18.8%