AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 15, 2025

Total Value ($000): $895,300 (100.0% shares, 0.0% debt)

Holdings (517)

AAPL Apple Computer Inc 5.4%
Value ($000) $48,611 Shares 194,118 Est. Cost $116.51 Unrealized +101.3%
AMZN Amazon Com Inc 5.2%
Value ($000) $46,167 Shares 210,435 Est. Cost $123.93 Unrealized +65.1%
GOOGL Alphabet Inc 5.1%
Value ($000) $46,054 Shares 243,285 Est. Cost $112.85 Unrealized +54.3%
MSFT Microsoft Corp Com 4.8%
Value ($000) $42,611 Shares 101,094 Est. Cost $147.53 Unrealized +186.3%
GSSC GS ActiveBeta US Small Cap 4.2%
Value ($000) $37,603 Shares 543,940 Est. Cost $45.26 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 3.3%
Value ($000) $29,514 Shares 65,113 Est. Cost $247.22 Unrealized +86.8%
AVGO Broadcom Inc 2.7%
Value ($000) $24,385 Shares 105,182 Est. Cost $145.49 Unrealized +25.7%
WMT Wal Mart Stores Inc Com 2.7%
Value ($000) $23,740 Shares 262,760 Est. Cost $50.21 Unrealized +70.9%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.4%
Value ($000) $21,555 Shares 646,525 Est. Cost $31.28 Unrealized
COST Costco Wholesale Corp Ordinary Shares 2.2%
Value ($000) $19,745 Shares 21,549 Est. Cost $309.08 Unrealized +198.5%
LMT Lockheed Martin Corp 2.1%
Value ($000) $18,454 Shares 37,976 Est. Cost $368.89 Unrealized +42.9%
FISV Fiserv Inc Common 1.9%
Value ($000) $17,225 Shares 83,855 Est. Cost $107.11 Unrealized +90.6%
V VISA Inc 1.8%
Value ($000) $16,384 Shares 51,843 Est. Cost $161.87 Unrealized +84.3%
JNJ Johnson & Johnson Com 1.6%
Value ($000) $14,770 Shares 102,129 Est. Cost $129.15 Unrealized +15.8%
UNH Unitedhealth Group Inc Com 1.6%
Value ($000) $14,670 Shares 29,001 Est. Cost $276.65 Unrealized +99.8%
ABBV Abbvie Inc 1.6%
Value ($000) $14,621 Shares 82,281 Est. Cost $120.19 Unrealized +47.6%
CVX Chevron Corp New Com 1.6%
Value ($000) $14,333 Shares 98,958 Est. Cost $105.10 Unrealized +38.4%
ACN Accenture Plc, Dublin Shsclass A 1.5%
Value ($000) $13,710 Shares 38,971 Est. Cost $194.11 Unrealized +82.8%
HD Home Depot Inc Com 1.5%
Value ($000) $13,069 Shares 33,596 Est. Cost $237.87 Unrealized +67.0%
SYK Stryker Corp Com 1.4%
Value ($000) $12,648 Shares 35,128 Est. Cost $233.86 Unrealized +56.6%
LIN Linde Plc. Ordinary Shares 1.4%
Value ($000) $12,416 Shares 29,657 Est. Cost $381.32 Unrealized +17.7%
AZO Autozone Inc. Ordinary Shares 1.4%
Value ($000) $12,216 Shares 3,815 Est. Cost $1759.32 Unrealized +80.0%
JPM JPMorgan Chase & Co Com 1.3%
Value ($000) $11,886 Shares 49,586 Est. Cost $87.96 Unrealized +159.2%
PG Procter & Gamble Co Com 1.3%
Value ($000) $11,255 Shares 67,135 Est. Cost $118.12 Unrealized +40.3%
LH Labcorp Holdings Inc. Ordinary Shares 1.2%
Value ($000) $11,046 Shares 48,169 Est. Cost $199.99 Unrealized +13.2%
ROP Roper Industries Inc 1.2%
Value ($000) $11,043 Shares 21,242 Est. Cost $365.47 Unrealized +49.0%
IVV Ishares Core S&P 500 ETF 1.1%
Value ($000) $10,274 Shares 17,452 Est. Cost $426.33 Unrealized
UNP Union Pac Corp Com 1.1%
Value ($000) $9,956 Shares 43,659 Est. Cost $161.64 Unrealized +42.4%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 1.1%
Value ($000) $9,426 Shares 29,260 Est. Cost $236.26 Unrealized
AMGN Amgen Inc Com 1.0%
Value ($000) $9,356 Shares 35,897 Est. Cost $224.39 Unrealized +27.5%
INTU Intuit Common 1.0%
Value ($000) $9,346 Shares 14,870 Est. Cost $469.34 Unrealized +35.2%
MAR Marriott International INC CLASS A CORP COMMON 1.0%
Value ($000) $9,075 Shares 32,535 Est. Cost $171.42 Unrealized +58.4%
CAT Caterpillar Inc Del Com 1.0%
Value ($000) $8,994 Shares 24,793 Est. Cost $179.77 Unrealized +112.3%
MDT Medtronic Plc, Dublin Shs 1.0%
Value ($000) $8,894 Shares 111,339 Est. Cost $79.14 Unrealized +5.9%
KLAC KLA-Tencor Corp Common 1.0%
Value ($000) $8,791 Shares 13,951 Est. Cost $219.18 Unrealized +205.3%
APD Air Products & Chemicals Inc 1.0%
Value ($000) $8,790 Shares 30,306 Est. Cost $257.63 Unrealized +18.0%
VZ Verizon Communications Com 1.0%
Value ($000) $8,642 Shares 216,105 Est. Cost $36.56 Unrealized +7.8%
NEE Nextera Energy Inc 0.8%
Value ($000) $7,466 Shares 104,143 Est. Cost $67.29 Unrealized +11.5%
XOM Exxon Mobil Corp Com 0.8%
Value ($000) $7,119 Shares 66,179 Est. Cost $91.88 Unrealized +22.3%
DIS Disney Walt Co Com 0.8%
Value ($000) $7,054 Shares 63,354 Est. Cost $92.74 Unrealized +11.6%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.7%
Value ($000) $6,644 Shares 106,634 Est. Cost $98.07 Unrealized
NVDA Nvidia Corp 0.7%
Value ($000) $6,633 Shares 49,393 Est. Cost $92.99 Unrealized +48.2%
AMAT Applied Materials Inc. Ordinary Shares 0.7%
Value ($000) $6,410 Shares 39,417 Est. Cost $97.95 Unrealized +82.9%
VLO Valero Energy Corp New Com 0.7%
Value ($000) $6,375 Shares 52,004 Est. Cost $80.48 Unrealized +60.5%
LLY Lilly Eli & Co Com 0.7%
Value ($000) $6,120 Shares 7,928 Est. Cost $283.73 Unrealized +189.4%
MCD McDonalds Corp Com 0.6%
Value ($000) $5,601 Shares 19,320 Est. Cost $247.29 Unrealized +17.4%
SPY SPDR Tr Unit Ser 1 0.6%
Value ($000) $5,433 Shares 9,270 Est. Cost $361.76 Unrealized
DIA SPDR Dow Jones Indl Average 0.6%
Value ($000) $5,157 Shares 12,121 Est. Cost $345.79 Unrealized
ADP Automatic Data Processing Incom 0.5%
Value ($000) $4,191 Shares 14,316 Est. Cost $198.02 Unrealized +45.4%
PEP Pepsico Inc Com 0.5%
Value ($000) $4,121 Shares 27,102 Est. Cost $150.45 Unrealized +4.1%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.5%
Value ($000) $4,100 Shares 35,600 Est. Cost $68.37 Unrealized
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.4%
Value ($000) $3,764 Shares 117,925 Est. Cost $33.58 Unrealized
GD General Dynamics Corp Com 0.4%
Value ($000) $3,493 Shares 13,256 Est. Cost $280.76 Unrealized +0.4%
BRK/A Berkshire Hathaway Inc Del Cl A 0.4%
Value ($000) $3,405 Shares 5 Est. Cost $199512.94 Unrealized +247.1%
PFE Pfizer Inc Com 0.3%
Value ($000) $2,990 Shares 112,719 Est. Cost $25.90 Unrealized -3.0%
TGT Target Corp Com 0.3%
Value ($000) $2,981 Shares 22,054 Est. Cost $115.85 Unrealized +18.0%
MSI Motorola Solutions Inc Com New 0.3%
Value ($000) $2,974 Shares 6,434 Est. Cost $199.34 Unrealized +135.0%
IJR Ishares Tr Sp Smallcap 600 Index F 0.3%
Value ($000) $2,906 Shares 25,219 Est. Cost $93.83 Unrealized
MRK Merck & Co Inc New 0.3%
Value ($000) $2,871 Shares 28,860 Est. Cost $88.95 Unrealized +11.0%
ALB Albemarle Corp COMMON 0.3%
Value ($000) $2,650 Shares 30,787 Est. Cost $99.94 Unrealized -2.7%
YUM Yum Brands Inc Com 0.3%
Value ($000) $2,645 Shares 19,718 Est. Cost $114.28 Unrealized +15.7%
TXN Texas Instrs Inc Com 0.3%
Value ($000) $2,613 Shares 13,934 Est. Cost $136.56 Unrealized +41.4%
AGG Ishares Core Total US Bond 0.3%
Value ($000) $2,548 Shares 26,293 Est. Cost $99.10 Unrealized
ITW Illinois Works Inc Com 0.3%
Value ($000) $2,515 Shares 9,919 Est. Cost $183.55 Unrealized +40.2%
TSLA Tesla Mtrs Inc 0.3%
Value ($000) $2,451 Shares 6,070 Est. Cost $207.40 Unrealized +55.1%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.3%
Value ($000) $2,311 Shares 4,520 Est. Cost $315.82 Unrealized
ADBE Adobe Sys Inc Com 0.2%
Value ($000) $2,072 Shares 4,659 Est. Cost $333.66 Unrealized +48.4%
CL Colgate Palmolive Co Com 0.2%
Value ($000) $1,976 Shares 21,734 Est. Cost $68.28 Unrealized +36.3%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $1,919 Shares 7,775 Est. Cost $185.06 Unrealized +41.3%
FAST Fastenal CO CORP COMMON 0.2%
Value ($000) $1,872 Shares 26,027 Est. Cost $19.17 Unrealized +99.0%
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $1,716 Shares 9,012 Est. Cost $98.87 Unrealized +77.7%
MA Mastercard Inc 0.2%
Value ($000) $1,529 Shares 2,904 Est. Cost $330.50 Unrealized +55.7%
OTIS Otis Worldwide Corp COMMON 0.2%
Value ($000) $1,442 Shares 15,568 Est. Cost $80.73 Unrealized +21.8%
ALLE Allegion Plc CORP COMMON 0.1%
Value ($000) $1,338 Shares 10,237 Est. Cost $109.39 Unrealized +27.9%
AOS A.O. Smith Corp. Ordinary Shares 0.1%
Value ($000) $1,315 Shares 19,282 Est. Cost $52.77 Unrealized +40.4%
AXP American Express Co Com 0.1%
Value ($000) $1,314 Shares 4,428 Est. Cost $165.05 Unrealized +71.8%
UI Ubiquiti INC CORP COMMON 0.1%
Value ($000) $1,287 Shares 3,876 Est. Cost $122.54 Unrealized +145.7%
IBM International Business Mach Com 0.1%
Value ($000) $1,260 Shares 5,733 Est. Cost $149.77 Unrealized +44.4%
GGG Graco INC CORP COMMON 0.1%
Value ($000) $1,227 Shares 14,551 Est. Cost $81.04 Unrealized +5.1%
ABT Abbott Labs Com 0.1%
Value ($000) $1,216 Shares 10,754 Est. Cost $97.79 Unrealized +15.9%
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $1,183 Shares 2,521 Est. Cost $445.80 Unrealized +10.6%
BAC Bank of America Corporation Com 0.1%
Value ($000) $1,161 Shares 26,409 Est. Cost $32.47 Unrealized +31.9%
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $1,132 Shares 5,124 Est. Cost $182.75 Unrealized
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $1,128 Shares 10,923 Est. Cost $87.39 Unrealized
WSO Watsco INC CORP COMMON 0.1%
Value ($000) $1,128 Shares 2,380 Est. Cost $398.87 Unrealized +27.0%
QCOM Qualcomm Inc Com 0.1%
Value ($000) $1,127 Shares 7,335 Est. Cost $137.31 Unrealized +16.2%
KO Coca Cola Co Com 0.1%
Value ($000) $1,114 Shares 17,895 Est. Cost $48.95 Unrealized +28.9%
ORCL Oracle Corp Com 0.1%
Value ($000) $1,110 Shares 6,660 Est. Cost $69.00 Unrealized +154.9%
MAS Masco Corp COMMON 0.1%
Value ($000) $1,073 Shares 14,782 Est. Cost $56.21 Unrealized +39.5%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.1%
Value ($000) $1,064 Shares 9,800 Est. Cost $89.22 Unrealized
GRMN Garmin LTD 0.1%
Value ($000) $1,058 Shares 5,131 Est. Cost $104.96 Unrealized +83.4%
PNR Pentair PLC 0.1%
Value ($000) $1,054 Shares 10,476 Est. Cost $53.96 Unrealized +88.0%
STZ Constellation Brands Inc Class A 0.1%
Value ($000) $1,053 Shares 4,765 Est. Cost $241.70 Unrealized -4.3%
META Meta Platforms Inc Ordinary Shares - Class A 0.1%
Value ($000) $1,039 Shares 1,775 Est. Cost $215.84 Unrealized +170.9%
SNPS Synopsys Inc Com 0.1%
Value ($000) $1,038 Shares 2,139 Est. Cost $519.89 Unrealized +0.5%
BSX Boston Scientific Corp Com 0.1%
Value ($000) $1,014 Shares 11,347 Est. Cost $55.55 Unrealized +58.5%
CTAS Cintas Corp Common 0.1%
Value ($000) $1,000 Shares 5,473 Est. Cost $166.06 Unrealized +25.5%
ETN Eaton Corp PLC 0.1%
Value ($000) $990 Shares 2,983 Est. Cost $151.55 Unrealized +129.0%
T AT&T Inc 0.1%
Value ($000) $981 Shares 43,086 Est. Cost $16.27 Unrealized +32.2%
MMM 3M Co Com 0.1%
Value ($000) $981 Shares 7,597 Est. Cost $81.09 Unrealized +58.3%
NOW Servicenow Inc Common 0.1%
Value ($000) $980 Shares 924 Est. Cost $83.86 Unrealized +141.6%
VTI Vanguard Total Stock Market 0.1%
Value ($000) $938 Shares 3,236 Est. Cost $219.83 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $904 Shares 18,251 Est. Cost $41.40 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.1%
Value ($000) $894 Shares 18,219 Est. Cost $49.69 Unrealized
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $887 Shares 11,728 Est. Cost $68.80 Unrealized
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $867 Shares 6,488 Est. Cost $115.29 Unrealized +18.2%
BBWI Bath & Body Works Inc Ordinary Shares 0.1%
Value ($000) $866 Shares 22,328 Est. Cost $34.48 Unrealized -7.2%
IWD Ishares Russell 1000 Value Index Fund 0.1%
Value ($000) $859 Shares 4,638 Est. Cost $176.47 Unrealized
LRCX Lam Research Corp. Ordinary Shares 0.1%
Value ($000) $856 Shares 11,848 Est. Cost $74.98 Unrealized 0.0%
GE GE Aerospace 0.1%
Value ($000) $806 Shares 4,832 Est. Cost $88.11 Unrealized +101.1%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $757 Shares 3,753 Est. Cost $174.19 Unrealized +21.2%
EFX Equifax Inc 0.1%
Value ($000) $739 Shares 2,900 Est. Cost $251.16 Unrealized +5.8%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.1%
Value ($000) $735 Shares 5,601 Est. Cost $122.38 Unrealized
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.1%
Value ($000) $727 Shares 4,151 Est. Cost $168.15 Unrealized
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $701 Shares 4,143 Est. Cost $146.95 Unrealized
COP Conocophillips Com 0.1%
Value ($000) $697 Shares 7,030 Est. Cost $94.24 Unrealized +8.6%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.1%
Value ($000) $679 Shares 30,758 Est. Cost $25.52 Unrealized
EPD LP Enterprise Partners 0.1%
Value ($000) $675 Shares 21,509 Est. Cost $28.93 Unrealized
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.1%
Value ($000) $656 Shares 11,181 Est. Cost $55.08 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $648 Shares 11,000 Est. Cost $58.50 Unrealized
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.1%
Value ($000) $633 Shares 7,393 Est. Cost $89.91 Unrealized
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.1%
Value ($000) $633 Shares 12,808 Est. Cost $48.91 Unrealized
XLV Health Care Select Sector 0.1%
Value ($000) $624 Shares 4,536 Est. Cost $137.71 Unrealized
EMR Emerson Elec Co Com 0.1%
Value ($000) $616 Shares 4,974 Est. Cost $87.54 Unrealized +36.0%
CI Cigna Group 0.1%
Value ($000) $603 Shares 2,183 Est. Cost $311.84 Unrealized -0.1%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $603 Shares 7,005 Est. Cost $126.16 Unrealized
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $602 Shares 4,855 Est. Cost $63.07 Unrealized
FIDU Fidelity Msci Industrials Index Etf Indx 0.1%
Value ($000) $599 Shares 8,521 Est. Cost $69.16 Unrealized
CTRA Coterra Energy Inc. 0.1%
Value ($000) $598 Shares 23,420 Est. Cost $22.25 Unrealized +7.5%
FERG Ferguson Enterprises Inc. Ordinary Shares 0.1%
Value ($000) $576 Shares 3,321 Est. Cost $194.48 Unrealized 0.0%
VBR Vanguard Small Cap Value Etf 0.1%
Value ($000) $562 Shares 2,838 Est. Cost $191.10 Unrealized
POOL Pool Corp COMMON 0.1%
Value ($000) $557 Shares 1,634 Est. Cost $351.69 Unrealized +1.8%
FANG Diamondback Energy Inc Ordinary Shares 0.1%
Value ($000) $547 Shares 3,337 Est. Cost $116.67 Unrealized +46.5%
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $538 Shares 1,897 Est. Cost $196.00 Unrealized +47.0%
DPZ Dominos Pizza Inc Ordinary Shares 0.1%
Value ($000) $534 Shares 1,272 Est. Cost $388.36 Unrealized +10.5%
CRM Salesforce Inc Ordinary Shares 0.1%
Value ($000) $530 Shares 1,585 Est. Cost $160.94 Unrealized +96.8%
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.1%
Value ($000) $519 Shares 5,867 Est. Cost $65.50 Unrealized
RMD Resmed INC CORP COMMON 0.1%
Value ($000) $513 Shares 2,243 Est. Cost $154.92 Unrealized +53.9%
DHR Danaher Corp Com 0.1%
Value ($000) $497 Shares 2,166 Est. Cost $229.18 Unrealized +6.4%
FHLC Fidelity Msci Health Care Index Etf Indx 0.1%
Value ($000) $494 Shares 7,565 Est. Cost $66.65 Unrealized
MPWR Monolithic Power Systems INC CORP COMMON 0.1%
Value ($000) $486 Shares 822 Est. Cost $473.73 Unrealized +51.3%
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.1%
Value ($000) $483 Shares 8,296 Est. Cost $58.18 Unrealized
VCSH Vanguard Short-term Corporate Bd ETF 0.1%
Value ($000) $480 Shares 6,155 Est. Cost $78.01 Unrealized
LECO Lincoln Electric Holdings Inc 0.1%
Value ($000) $480 Shares 2,558 Est. Cost $212.72 Unrealized -5.3%
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.1%
Value ($000) $479 Shares 7,427 Est. Cost $63.12 Unrealized
RTX RTX Corporation 0.1%
Value ($000) $463 Shares 4,005 Est. Cost $89.62 Unrealized +32.0%
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $462 Shares 3,527 Est. Cost $124.83 Unrealized +4.2%
IWN CEF Ishares Russell 2000 Value 0.1%
Value ($000) $460 Shares 2,803 Est. Cost $137.02 Unrealized
IWF Ishares Russell 1000 Growth 0.1%
Value ($000) $458 Shares 1,141 Est. Cost $329.91 Unrealized
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $444 Shares 1,586 Est. Cost $264.07 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.0%
Value ($000) $444 Shares 8,850 Est. Cost $49.73 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $436 Shares 5,790 Est. Cost $53.57 Unrealized +38.5%
FNCL Fidelity Msci Financials Index Etf Indx 0.0%
Value ($000) $430 Shares 6,260 Est. Cost $64.50 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $430 Shares 9,762 Est. Cost $44.26 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $429 Shares 3,400 Est. Cost $135.73 Unrealized -9.9%
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $425 Shares 1,488 Est. Cost $262.06 Unrealized +5.4%
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.0%
Value ($000) $420 Shares 2,250 Est. Cost $163.41 Unrealized +15.3%
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $419 Shares 5,415 Est. Cost $60.54 Unrealized +25.9%
BKNG Booking Holdings Inc 0.0%
Value ($000) $417 Shares 84 Est. Cost $2035.98 Unrealized +134.0%
MCO Moodys Corp Common 0.0%
Value ($000) $404 Shares 854 Est. Cost $276.52 Unrealized +71.1%
HSY The Hershey Company 0.0%
Value ($000) $402 Shares 2,373 Est. Cost $181.99 Unrealized -5.0%
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $399 Shares 4,096 Est. Cost $97.24 Unrealized
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.0%
Value ($000) $388 Shares 2,096 Est. Cost $170.81 Unrealized
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $379 Shares 1,676 Est. Cost $195.53 Unrealized +12.4%
MO Altria Group Inc Com 0.0%
Value ($000) $376 Shares 7,191 Est. Cost $37.35 Unrealized +30.7%
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.0%
Value ($000) $375 Shares 3,849 Est. Cost $86.23 Unrealized
BLK Blackrock Funding Inc Ordinary Shares 0.0%
Value ($000) $374 Shares 365 Est. Cost $991.05 Unrealized 0.0%
FENY Fidelity Msci Energy Index Etf Indx 0.0%
Value ($000) $372 Shares 15,620 Est. Cost $24.19 Unrealized
GEV Ge Vernova INC CORP COMMON 0.0%
Value ($000) $366 Shares 1,112 Est. Cost $158.10 Unrealized +97.3%
GLW Corning Inc Com 0.0%
Value ($000) $365 Shares 7,684 Est. Cost $29.28 Unrealized +58.3%
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $357 Shares 401 Est. Cost $49.95 Unrealized +64.8%
EOG EOG Resources Inc Com 0.0%
Value ($000) $357 Shares 2,915 Est. Cost $107.27 Unrealized +15.0%
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $357 Shares 2,701 Est. Cost $107.32 Unrealized
ZTS Zoetis 0.0%
Value ($000) $357 Shares 2,189 Est. Cost $146.32 Unrealized +20.5%
MS Morgan Stanley CORP COMMON 0.0%
Value ($000) $353 Shares 2,807 Est. Cost $75.84 Unrealized +57.6%
ITOT Ishares 1500 Index Fund 0.0%
Value ($000) $353 Shares 2,741 Est. Cost $97.63 Unrealized
FUTY Fidelity Msci Utilities Index Etf Indx 0.0%
Value ($000) $350 Shares 7,185 Est. Cost $47.33 Unrealized
VNQ Vanguard REIT Viper VNQ 0.0%
Value ($000) $347 Shares 3,896 Est. Cost $77.67 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $338 Shares 8,811 Est. Cost $38.02 Unrealized
CBT Cabot Corp COMMON 0.0%
Value ($000) $338 Shares 3,700 Est. Cost $29.38 Unrealized +256.2%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $314 Shares 1,588 Est. Cost $108.31 Unrealized
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $308 Shares 2,341 Est. Cost $105.93 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $308 Shares 5,100 Est. Cost $61.53 Unrealized -2.0%
GILD Gilead Sciences Inc. Com 0.0%
Value ($000) $298 Shares 3,225 Est. Cost $61.14 Unrealized +42.3%
CB Chubb Limited 0.0%
Value ($000) $293 Shares 1,061 Est. Cost $223.11 Unrealized +26.1%
INTC Intel Corp Com 0.0%
Value ($000) $291 Shares 14,533 Est. Cost $31.85 Unrealized -29.2%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $291 Shares 4,138 Est. Cost $73.54 Unrealized
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.0%
Value ($000) $288 Shares 9,206 Est. Cost $31.54 Unrealized
MFC Manulife Finl Corp Common 0.0%
Value ($000) $284 Shares 9,262 Est. Cost $15.21 Unrealized +103.7%
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $277 Shares 1,236 Est. Cost $146.76 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $276 Shares 1,976 Est. Cost $148.61 Unrealized +0.2%
RHI Robert Half Inc 0.0%
Value ($000) $273 Shares 3,874 Est. Cost $71.89 Unrealized -0.8%
XLK Technology Select Sect SPDR 0.0%
Value ($000) $267 Shares 1,150 Est. Cost $67.46 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $263 Shares 2,878 Est. Cost $83.19 Unrealized +12.9%
IDA Idacorp Inc 0.0%
Value ($000) $262 Shares 2,402 Est. Cost $95.58 Unrealized +15.0%
VHT Vanguard Health Care Etf 0.0%
Value ($000) $262 Shares 1,031 Est. Cost $252.68 Unrealized
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $260 Shares 5,384 Est. Cost $34.13 Unrealized
HPQ HP INC 0.0%
Value ($000) $255 Shares 7,813 Est. Cost $24.47 Unrealized +39.8%
PGR Progressive Corp COMMON 0.0%
Value ($000) $254 Shares 1,059 Est. Cost $118.23 Unrealized +96.2%
AZN Astrazeneca PLC 0.0%
Value ($000) $229 Shares 3,495 Est. Cost $50.90 Unrealized
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $226 Shares 3,126 Est. Cost $77.65 Unrealized -1.6%
DE Deere & Co Com 0.0%
Value ($000) $221 Shares 522 Est. Cost $251.70 Unrealized +64.5%
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value ($000) $212 Shares 820 Est. Cost $165.58 Unrealized +54.3%
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $208 Shares 5,537 Est. Cost $38.42 Unrealized
XLRE Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $204 Shares 5,015 Est. Cost $40.10 Unrealized
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.0%
Value ($000) $203 Shares 770 Est. Cost $198.08 Unrealized
ADI Analog Devices Inc Com 0.0%
Value ($000) $199 Shares 937 Est. Cost $162.70 Unrealized +33.2%
TRN Trinity Inds Inc Com 0.0%
Value ($000) $195 Shares 5,561 Est. Cost $23.46 Unrealized +45.9%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $195 Shares 916 Est. Cost $193.95 Unrealized +12.3%
PM Philip Morris Intl Inc 0.0%
Value ($000) $194 Shares 1,608 Est. Cost $82.87 Unrealized +45.5%
ORLY OReilly Auto Inc New 0.0%
Value ($000) $192 Shares 162 Est. Cost $53.84 Unrealized +49.8%
GIS General Mls Inc Com 0.0%
Value ($000) $185 Shares 2,906 Est. Cost $55.60 Unrealized +15.3%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $185 Shares 514 Est. Cost $300.37 Unrealized +21.6%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $179 Shares 1,853 Est. Cost $58.27 Unrealized +72.1%
XLU Select Sector SPDR Utilities 0.0%
Value ($000) $177 Shares 2,334 Est. Cost $63.33 Unrealized
EMXC Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Ex China Etf 0.0%
Value ($000) $176 Shares 3,175 Est. Cost $59.20 Unrealized
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $175 Shares 427 Est. Cost $327.31 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value ($000) $175 Shares 1,446 Est. Cost $70.55 Unrealized +66.9%
Discover Financial Services 0.0%
Value ($000) $175 Shares 1,008 Est. Cost $118.49 Unrealized
DOW Dow INC CORP COMMON 0.0%
Value ($000) $174 Shares 4,346 Est. Cost $37.43 Unrealized +14.7%
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $173 Shares 348 Est. Cost $354.59 Unrealized +41.9%
SAP SAP Sponsored 0.0%
Value ($000) $170 Shares 691 Est. Cost $130.71 Unrealized
HON Honeywell Intl Inc Com 0.0%
Value ($000) $170 Shares 752 Est. Cost $181.80 Unrealized +12.0%
ASML ASML Holding N V 0.0%
Value ($000) $168 Shares 242 Est. Cost $629.69 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $161 Shares 1,750 Est. Cost $76.66 Unrealized +21.5%
Independent Bank Group Inc 0.0%
Value ($000) $152 Shares 2,500 Est. Cost $59.43 Unrealized
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $152 Shares 646 Est. Cost $227.51 Unrealized +9.2%
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $150 Shares 264 Est. Cost $402.57 Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $150 Shares 278 Est. Cost $459.49 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $148 Shares 259 Est. Cost $294.41 Unrealized +85.1%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $148 Shares 1,250 Est. Cost $116.71 Unrealized 0.0%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $145 Shares 3,000 Est. Cost $50.10 Unrealized -5.4%
OGE OGE Energy Corp 0.0%
Value ($000) $142 Shares 3,440 Est. Cost $30.91 Unrealized +34.7%
MNST Monster Beverage Corp New 0.0%
Value ($000) $141 Shares 2,689 Est. Cost $49.77 Unrealized +6.5%
AMTM Amentum Holdings Inc. Ordinary Shares 0.0%
Value ($000) $136 Shares 6,488 Est. Cost $25.85 Unrealized 0.0%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $136 Shares 2,722 Est. Cost $49.93 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $135 Shares 736 Est. Cost $184.91 Unrealized +7.3%
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $134 Shares 5,100 Est. Cost $22.29 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $130 Shares 4,745 Est. Cost $20.33 Unrealized +22.4%
BN Brookfield Corporation Ordinary Shares - Class A 0.0%
Value ($000) $129 Shares 2,250 Est. Cost $37.41 Unrealized 0.0%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $128 Shares 245 Est. Cost $268.92 Unrealized +93.7%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $125 Shares 1,689 Est. Cost $82.54 Unrealized -15.2%
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $124 Shares 5,860 Est. Cost $30.09 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $123 Shares 3,280 Est. Cost $39.68 Unrealized +0.8%
PKG Packaging Corp Of America COMMON 0.0%
Value ($000) $122 Shares 543 Est. Cost $152.14 Unrealized +47.6%
SO Southern Company 0.0%
Value ($000) $121 Shares 1,468 Est. Cost $65.83 Unrealized +28.4%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $111 Shares 704 Est. Cost $144.07 Unrealized +10.3%
SYY Sysco Corp Com 0.0%
Value ($000) $111 Shares 1,454 Est. Cost $70.83 Unrealized +4.4%
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $110 Shares 173 Est. Cost $259.06 Unrealized +152.9%
PSX Phillips 66 0.0%
Value ($000) $109 Shares 961 Est. Cost $101.77 Unrealized +19.9%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $108 Shares 894 Est. Cost $94.35 Unrealized +52.5%
BMY Bristol-Myers Squibb Co Com 0.0%
Value ($000) $107 Shares 1,900 Est. Cost $55.09 Unrealized -4.6%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $105 Shares 1,491 Est. Cost $40.89 Unrealized +63.0%
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $104 Shares 99 Est. Cost $510.28 Unrealized +118.7%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $104 Shares 1,332 Est. Cost $77.52 Unrealized +9.4%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value ($000) $104 Shares 1,800 Est. Cost $57.53 Unrealized
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $102 Shares 960 Est. Cost $77.44 Unrealized +25.6%
BNTX Biontech Se ADR 0.0%
Value ($000) $100 Shares 880 Est. Cost $92.25 Unrealized
ENB Enbridge INC CORP COMMON 0.0%
Value ($000) $98 Shares 2,300 Est. Cost $39.21 Unrealized 0.0%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $97 Shares 262 Est. Cost $183.33 Unrealized +114.7%
VEA Vanguard Ftse Developed Market ETF 0.0%
Value ($000) $96 Shares 2,011 Est. Cost $49.44 Unrealized
SBR Sabine Royalty Tr Unit Sh Ben Int 0.0%
Value ($000) $96 Shares 1,483 Est. Cost $49.66 Unrealized
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $95 Shares 1,620 Est. Cost $64.17 Unrealized
ANET Arista Networks Inc 0.0%
Value ($000) $95 Shares 856 Est. Cost $102.84 Unrealized 0.0%
RELX Relx Plc ADR 0.0%
Value ($000) $95 Shares 2,081 Est. Cost $24.51 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $94 Shares 1,376 Est. Cost $53.55 Unrealized +38.9%
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value ($000) $90 Shares 2,170 Est. Cost $39.89 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $89 Shares 168 Est. Cost $423.27 Unrealized +24.4%
RJF Raymond James Financial Inc 0.0%
Value ($000) $89 Shares 575 Est. Cost $148.59 Unrealized 0.0%
VIK Viking Holdings LTD 0.0%
Value ($000) $88 Shares 2,000 Est. Cost $30.16 Unrealized +40.7%
NEU Newmarket Corp. Ordinary Shares 0.0%
Value ($000) $88 Shares 166 Est. Cost $524.83 Unrealized 0.0%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $87 Shares 800 Est. Cost $12.97 Unrealized +742.1%
CRGY Crescent Energy Co 0.0%
Value ($000) $87 Shares 5,935 Est. Cost $14.10 Unrealized -8.9%
DTE DTE Energy Common 0.0%
Value ($000) $87 Shares 718 Est. Cost $106.11 Unrealized +11.6%
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value ($000) $85 Shares 2,891 Est. Cost $38.56 Unrealized
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value ($000) $85 Shares 987 Est. Cost $71.80 Unrealized +36.7%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $85 Shares 569 Est. Cost $100.12 Unrealized +56.1%
EXC Exelon Corporation 0.0%
Value ($000) $84 Shares 2,240 Est. Cost $36.51 Unrealized +2.1%
AFL AFLAC Inc Com 0.0%
Value ($000) $80 Shares 771 Est. Cost $76.50 Unrealized +39.1%
PAYX Paychex Inc. Com 0.0%
Value ($000) $80 Shares 568 Est. Cost $129.22 Unrealized +6.3%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $79 Shares 623 Est. Cost $108.94 Unrealized
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $77 Shares 950 Est. Cost $70.28 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $77 Shares 647 Est. Cost $70.10 Unrealized +63.8%
CFR Cullen Frost BK Inc 0.0%
Value ($000) $74 Shares 550 Est. Cost $127.51 Unrealized -0.5%
CSCO Cisco Sys Inc Com 0.0%
Value ($000) $74 Shares 1,246 Est. Cost $54.72 Unrealized +1.2%
Total S.A. ADR 0.0%
Value ($000) $72 Shares 1,316 Est. Cost $57.97 Unrealized
VLTO Veralto Corp COMMON 0.0%
Value ($000) $71 Shares 700 Est. Cost $73.75 Unrealized +43.7%
HYLN Hyliion Holdings Corporation Ordinary Shares - Class A 0.0%
Value ($000) $69 Shares 26,583 Est. Cost $9.21 Unrealized -69.8%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $69 Shares 133 Est. Cost $512.59 Unrealized +6.8%
FDX FedEx Corp Com 0.0%
Value ($000) $69 Shares 245 Est. Cost $254.77 Unrealized +6.7%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $69 Shares 1,100 Est. Cost $64.14 Unrealized
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $64 Shares 510 Est. Cost $110.09 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $64 Shares 1,320 Est. Cost $49.13 Unrealized
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $63 Shares 1,250 Est. Cost $64.93 Unrealized -20.3%
ELV Elevance Health Inc Ordinary Shares 0.0%
Value ($000) $63 Shares 170 Est. Cost $466.22 Unrealized -12.2%
HAL Halliburton Co Com 0.0%
Value ($000) $63 Shares 2,305 Est. Cost $31.80 Unrealized -11.1%
WTW Willis Towers Watson Plc CORP COMMON 0.0%
Value ($000) $63 Shares 200 Est. Cost $302.48 Unrealized 0.0%
FAF First American Financial Corp COMMON 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $55.19 Unrealized +13.4%
NTAP Netapp Inc Com 0.0%
Value ($000) $62 Shares 536 Est. Cost $95.10 Unrealized +25.3%
OEF Ishares S&p 100 Index Fund Etf 0.0%
Value ($000) $61 Shares 212 Est. Cost $212.35 Unrealized
SPSM Spdr Portfolio S&p 600 Small Cap Etf 0.0%
Value ($000) $60 Shares 1,334 Est. Cost $42.71 Unrealized
EXR Extra Space Storage Inc. Ordinary Shares 0.0%
Value ($000) $60 Shares 400 Est. Cost $155.36 Unrealized 0.0%
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $59 Shares 650 Est. Cost $94.12 Unrealized
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $58 Shares 1,401 Est. Cost $99.16 Unrealized -51.8%
LOPE Grand Canyon Education Inc Ordinary Shares 0.0%
Value ($000) $58 Shares 352 Est. Cost $153.25 Unrealized 0.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $57 Shares 748 Est. Cost $77.73 Unrealized -1.6%
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $56 Shares 254 Est. Cost $141.96 Unrealized +57.4%
BALL Ball Corp Com 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $62.04 Unrealized -3.0%
AAAU Goldman Sachs Physical Gold Etf Trust 0.0%
Value ($000) $54 Shares 2,100 Est. Cost $26.03 Unrealized
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $54 Shares 645 Est. Cost $67.68 Unrealized +21.2%
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $54 Shares 377 Est. Cost $146.82 Unrealized 0.0%
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $54 Shares 1,100 Est. Cost $52.86 Unrealized
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $52 Shares 276 Est. Cost $168.79 Unrealized
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $52 Shares 291 Est. Cost $103.98 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $52 Shares 490 Est. Cost $122.65 Unrealized -13.6%
NBIX Neurocrine Biosciences INC CORP COMMON 0.0%
Value ($000) $52 Shares 379 Est. Cost $123.68 Unrealized 0.0%
APH Amphenol Corp New Class A 0.0%
Value ($000) $51 Shares 736 Est. Cost $49.99 Unrealized +38.7%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $50 Shares 882 Est. Cost $57.41 Unrealized +1.8%
SOLV Solventum Corp COMMON 0.0%
Value ($000) $49 Shares 748 Est. Cost $60.70 Unrealized +15.3%
FNDF Schwab Fundamental International Equity ETF 0.0%
Value ($000) $49 Shares 1,466 Est. Cost $33.73 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $48 Shares 125 Est. Cost $349.84 Unrealized -6.7%
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $47 Shares 50 Est. Cost $897.54 Unrealized 0.0%
SPHY Spdr Series Trust Portfolio High Yield Bond Etf 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $23.47 Unrealized
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $46 Shares 593 Est. Cost $45.51 Unrealized
CNI Canadian National Railway Co. Ordinary Shares 0.0%
Value ($000) $46 Shares 450 Est. Cost $106.87 Unrealized 0.0%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $46 Shares 4,314 Est. Cost $10.10 Unrealized -8.0%
GINN Goldman Sachs Etf Trust Innovate Equity 0.0%
Value ($000) $45 Shares 735 Est. Cost $33.95 Unrealized
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $44 Shares 214 Est. Cost $223.00 Unrealized -0.2%
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $44 Shares 750 Est. Cost $74.89 Unrealized
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $43 Shares 437 Est. Cost $54.29 Unrealized +69.1%
GBTC Grayscale Bitcoin Trust (Btc) CORP COMMON 0.0%
Value ($000) $43 Shares 585 Est. Cost $74.02 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $43 Shares 180 Est. Cost $240.28 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $43 Shares 2,015 Est. Cost $13.96 Unrealized +46.4%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $42 Shares 1,084 Est. Cost $25.08 Unrealized
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $41 Shares 66 Est. Cost $322.34 Unrealized
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $41 Shares 1,070 Est. Cost $40.95 Unrealized +7.5%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $41 Shares 751 Est. Cost $23.50 Unrealized +120.1%
CVE Cenovus Energy INC CORP COMMON 0.0%
Value ($000) $39 Shares 2,600 Est. Cost $16.19 Unrealized -3.3%
OZK Bank Ozk CORP COMMON 0.0%
Value ($000) $39 Shares 872 Est. Cost $40.12 Unrealized +8.5%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $39 Shares 129 Est. Cost $290.70 Unrealized 0.0%
BBY Best Buy Inc 0.0%
Value ($000) $39 Shares 450 Est. Cost $69.31 Unrealized +23.8%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 212 Est. Cost $143.73 Unrealized +31.4%
DXCM Dexcom INC CORP COMMON 0.0%
Value ($000) $38 Shares 485 Est. Cost $74.04 Unrealized 0.0%
EBAY Ebay Inc Com 0.0%
Value ($000) $37 Shares 600 Est. Cost $48.08 Unrealized +29.8%
HOG Harley-Davidson Inc 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $36.98 Unrealized -10.4%
TRV Travelers Cos Inc 0.0%
Value ($000) $36 Shares 150 Est. Cost $161.48 Unrealized +51.6%
CHRD Chord Energy Corp Ordinary Shares - New 0.0%
Value ($000) $36 Shares 304 Est. Cost $118.27 Unrealized 0.0%
CSX CSX Corp Com 0.0%
Value ($000) $36 Shares 1,101 Est. Cost $31.03 Unrealized +8.5%
ATO ATMOS Energy Corp 0.0%
Value ($000) $35 Shares 250 Est. Cost $138.63 Unrealized 0.0%
EQT EQT Corporation 0.0%
Value ($000) $35 Shares 750 Est. Cost $40.68 Unrealized 0.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $34 Shares 400 Est. Cost $61.23 Unrealized +37.0%
SLB Schlumberger LTD Com 0.0%
Value ($000) $34 Shares 884 Est. Cost $49.51 Unrealized -18.2%
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $33 Shares 800 Est. Cost $41.82 Unrealized
AFG American Financial Group Inc Ordinary Shares 0.0%
Value ($000) $33 Shares 243 Est. Cost $125.97 Unrealized 0.0%
F Ford Mtr Co Del 0.0%
Value ($000) $33 Shares 3,346 Est. Cost $10.44 Unrealized -5.4%
AMH American Homes 4 Rent Ordinary Shares - Class A 0.0%
Value ($000) $33 Shares 884 Est. Cost $37.42 Unrealized
UGI UGI Corp New 0.0%
Value ($000) $31 Shares 1,099 Est. Cost $24.02 Unrealized +8.1%
AEE Ameren Corp Com 0.0%
Value ($000) $31 Shares 346 Est. Cost $69.05 Unrealized +25.3%
PCG PG&E Corp Common 0.0%
Value ($000) $30 Shares 1,499 Est. Cost $20.16 Unrealized 0.0%
CIVI Civitas Resources Inc Ordinary Shares New 0.0%
Value ($000) $30 Shares 652 Est. Cost $46.35 Unrealized 0.0%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $29 Shares 229 Est. Cost $131.37 Unrealized 0.0%
Unilever PLC Spons ADR New 0.0%
Value ($000) $28 Shares 500 Est. Cost $56.70 Unrealized
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $28 Shares 331 Est. Cost $84.97 Unrealized 0.0%
John Hancock Investment Management Investors Trust 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $13.68 Unrealized
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $27 Shares 60 Est. Cost $301.09 Unrealized +42.2%
SWKS Skyworks Solutions Inc Common 0.0%
Value ($000) $27 Shares 300 Est. Cost $86.71 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $26 Shares 350 Est. Cost $68.64 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
D Dominion RES Inc VA New Com 0.0%
Value ($000) $26 Shares 482 Est. Cost $48.55 Unrealized +11.3%
DEO Diageo PLC Sponsored ADR 0.0%
Value ($000) $25 Shares 200 Est. Cost $175.09 Unrealized
ELF e.l.f. Beauty Inc Ordinary Shares 0.0%
Value ($000) $25 Shares 199 Est. Cost $119.94 Unrealized 0.0%
WFRD Weatherford International Plc Ordinary Shares - New 0.0%
Value ($000) $25 Shares 347 Est. Cost $82.00 Unrealized 0.0%
QUS Spdr Msci Usa Strategicfactors Etf Strategicfactrs 0.0%
Value ($000) $25 Shares 160 Est. Cost $132.12 Unrealized
LNWO Light & Wonder Inc Ordinary Shares 0.0%
Value ($000) $24 Shares 282 Est. Cost $93.70 Unrealized 0.0%
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $24 Shares 100 Est. Cost $0.12 Unrealized
PAA Plains All American Pipeline 0.0%
Value ($000) $24 Shares 1,403 Est. Cost $17.12 Unrealized
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $24 Shares 250 Est. Cost $88.94 Unrealized 0.0%
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $24 Shares 648 Est. Cost $20.28 Unrealized
O Realty Income Corp 0.0%
Value ($000) $23 Shares 427 Est. Cost $46.49 Unrealized +17.3%
ARKK Ark Innovation Etf 0.0%
Value ($000) $23 Shares 400 Est. Cost $56.77 Unrealized
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $22 Shares 370 Est. Cost $60.75 Unrealized
EXPD Expeditors International Of Washington INC Wasn CORP COMMON 0.0%
Value ($000) $22 Shares 200 Est. Cost $120.65 Unrealized -2.7%
APLE Apple Hospitality Reit Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 1,428 Est. Cost $14.85 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $22 Shares 264 Est. Cost $68.14 Unrealized +18.4%
LYB Lyondellbasell Industries 0.0%
Value ($000) $21 Shares 288 Est. Cost $75.68 Unrealized 0.0%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $21 Shares 50 Est. Cost $255.40 Unrealized +76.7%
OVV Ovintiv INC CORP COMMON 0.0%
Value ($000) $21 Shares 520 Est. Cost $45.54 Unrealized -8.6%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $21 Shares 107 Est. Cost $171.68 Unrealized
CLX Clorox Co Del Com 0.0%
Value ($000) $21 Shares 128 Est. Cost $157.37 Unrealized 0.0%
HCA Hca Healthcare INC CORP COMMON 0.0%
Value ($000) $21 Shares 69 Est. Cost $320.76 Unrealized +8.0%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $21 Shares 630 Est. Cost $48.65 Unrealized -25.1%
GM General Motors Co 0.0%
Value ($000) $19 Shares 360 Est. Cost $36.85 Unrealized +40.4%
RSG Republic Services Inc 0.0%
Value ($000) $19 Shares 95 Est. Cost $144.29 Unrealized +41.6%
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $19 Shares 110 Est. Cost $103.46 Unrealized +63.1%
REXR Rexford Industrial Realty Inc Ordinary Shares 0.0%
Value ($000) $19 Shares 487 Est. Cost $38.66 Unrealized
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 915 Est. Cost $19.78 Unrealized +1.9%
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $18 Shares 701 Est. Cost $29.66 Unrealized 0.0%
HST Host Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $18 Shares 1,043 Est. Cost $15.94 Unrealized +4.5%
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value ($000) $18 Shares 103 Est. Cost $24.63 Unrealized +69.9%
APO Apollo Global Management Inc Ordinary Shares - Class A (New) 0.0%
Value ($000) $18 Shares 110 Est. Cost $110.88 Unrealized +40.7%
ING ING Groep NV Spons ADR 0.0%
Value ($000) $18 Shares 1,159 Est. Cost $17.14 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $18 Shares 400 Est. Cost $86.09 Unrealized -37.7%
CXT Crane Nxt Co Ordinary Shares 0.0%
Value ($000) $18 Shares 307 Est. Cost $56.64 Unrealized 0.0%
BIV Vanguard Bond Index ETF 0.0%
Value ($000) $18 Shares 236 Est. Cost $75.46 Unrealized
TXO Txo Partners Lp Unt 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.95 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $17 Shares 200 Est. Cost $61.19 Unrealized +65.5%
SCHD Schwab US Dividend Equity Etf 0.0%
Value ($000) $16 Shares 600 Est. Cost $27.32 Unrealized
XLC Ssga Active Trust Communication Services Select Sector Spdr Fund 0.0%
Value ($000) $16 Shares 168 Est. Cost $85.66 Unrealized
NOV Nov INC CORP COMMON 0.0%
Value ($000) $16 Shares 1,105 Est. Cost $17.75 Unrealized -12.0%
GLD SPDR Gold Trust 0.0%
Value ($000) $16 Shares 66 Est. Cost $187.42 Unrealized
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $15 Shares 120 Est. Cost $113.75 Unrealized
NLY Annaly Capital Management Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 825 Est. Cost $18.30 Unrealized
MFS Investment Management Municipal Income Trust 0.0%
Value ($000) $15 Shares 2,820 Est. Cost $5.36 Unrealized
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $15 Shares 44 Est. Cost $361.54 Unrealized 0.0%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $15 Shares 92 Est. Cost $108.70 Unrealized
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 131 Est. Cost $69.68 Unrealized +32.7%
GLAD Gladstone Capital Corp. Ordinary Shares 0.0%
Value ($000) $14 Shares 500 Est. Cost $23.05 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $14 Shares 75 Est. Cost $134.20 Unrealized +43.4%
COF Capital One Finl Corp Com 0.0%
Value ($000) $14 Shares 79 Est. Cost $102.85 Unrealized +66.0%
ET Energy Transfer Partners LP 0.0%
Value ($000) $14 Shares 705 Est. Cost $7.09 Unrealized
RITM Rithm Capital Corp COMMON 0.0%
Value ($000) $14 Shares 1,271 Est. Cost $10.68 Unrealized
IVE Ishares S&p 500 Value Etf 0.0%
Value ($000) $14 Shares 71 Est. Cost $182.01 Unrealized
EWZ I Shares Msci Brazil Index Fund 0.0%
Value ($000) $14 Shares 600 Est. Cost $32.42 Unrealized
SPYV Spdr Series Trust Portfolio S&p 500 Value Etf 0.0%
Value ($000) $13 Shares 260 Est. Cost $39.36 Unrealized
NAGE Chromadex Corp 0.0%
Value ($000) $13 Shares 2,446 Est. Cost $5.47 Unrealized 0.0%
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $12 Shares 94 Est. Cost $86.15 Unrealized
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $12 Shares 200 Est. Cost $71.41 Unrealized 0.0%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $12 Shares 53 Est. Cost $140.32 Unrealized +76.6%
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $12 Shares 152 Est. Cost $76.77 Unrealized
WU The Western Union Co 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $15.69 Unrealized
BND Vanguard Total Bond Market 0.0%
Value ($000) $12 Shares 160 Est. Cost $73.40 Unrealized
WSC Willscot Mobile Mini Holdings Corp Holdin CLASS A COMMON 0.0%
Value ($000) $11 Shares 343 Est. Cost $36.74 Unrealized 0.0%
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf 0.0%
Value ($000) $11 Shares 142 Est. Cost $80.72 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $11 Shares 124 Est. Cost $92.42 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $11 Shares 95 Est. Cost $68.27 Unrealized +80.4%
A Agilent Technologies Inc 0.0%
Value ($000) $11 Shares 80 Est. Cost $135.18 Unrealized +0.5%
BBJP JPMORGAN Betabuilders Japan Etf 0.0%
Value ($000) $11 Shares 195 Est. Cost $59.28 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $10 Shares 132 Est. Cost $23.52 Unrealized +43.9%
ARKB Ark 21shares Bitcoin Etf 0.0%
Value ($000) $10 Shares 105 Est. Cost $93.27 Unrealized
DG Dollar General Corp. Ordinary Shares 0.0%
Value ($000) $10 Shares 129 Est. Cost $76.78 Unrealized 0.0%
Guaranty Bancshares Inc 0.0%
Value ($000) $10 Shares 275 Est. Cost $25.12 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $9 Shares 745 Est. Cost $10.25 Unrealized +13.5%
PFFA Virtus InfraCap US Preferred Stock ETF 0.0%
Value ($000) $9 Shares 410 Est. Cost $21.90 Unrealized
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $9.70 Unrealized -32.9%
TSCO Tractor Supply Co Com 0.0%
Value ($000) $9 Shares 165 Est. Cost $52.25 Unrealized +6.1%
QYLD Global X Funds Nasdaq 100 Covered Call Etf 0.0%
Value ($000) $8 Shares 446 Est. Cost $17.67 Unrealized
BBEU JPMORGAN Betabuilders Europe Etf 0.0%
Value ($000) $8 Shares 144 Est. Cost $62.34 Unrealized
Paralel Advisors LLC Srh Total Return Fund 0.0%
Value ($000) $8 Shares 493 Est. Cost $13.87 Unrealized
Nuveen Preferred Income Oppty Fund 0.0%
Value ($000) $8 Shares 1,003 Est. Cost $6.76 Unrealized
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $7 Shares 55 Est. Cost $95.03 Unrealized +35.4%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $7 Shares 90 Est. Cost $56.12 Unrealized +31.5%
CHE Chemed Corp. Ordinary Shares 0.0%
Value ($000) $6 Shares 12 Est. Cost $563.60 Unrealized -0.5%
ICF Ishares Tr Cohen&St Rlty 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.26 Unrealized
BBCA JPMORGAN Betabuilders Canada Etf 0.0%
Value ($000) $6 Shares 85 Est. Cost $72.29 Unrealized
ARI Apollo Commercial Real Estate Finance Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 650 Est. Cost $8.66 Unrealized
VOD Vodafone Group PLC (New) 0.0%
Value ($000) $5 Shares 632 Est. Cost $8.90 Unrealized
NVAX Novavax INC CORP COMMON 0.0%
Value ($000) $5 Shares 660 Est. Cost $4.64 Unrealized +107.9%
New York Life Investments Nyli Cbre Global Infrastructure Megatrends Term Fund 0.0%
Value ($000) $5 Shares 421 Est. Cost $12.98 Unrealized
VTES Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.26 Unrealized
Putnam Investments Premier Income Trust 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $3.56 Unrealized
TCPC Blackrock Tcp Capital Corp Ordinary Shares 0.0%
Value ($000) $5 Shares 571 Est. Cost $8.65 Unrealized 0.0%
VTEI Vanguard Intermediate Tax-Exempt Bond ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $99.40 Unrealized
BA Boeing Co Com 0.0%
Value ($000) $5 Shares 27 Est. Cost $156.31 Unrealized +0.4%
Cohen & Steers Funds Reit And Preferred Income Fund, Inc. 0.0%
Value ($000) $5 Shares 218 Est. Cost $28.39 Unrealized
PBR Petroleo Brasileiro S.A. Petrobras ADR 0.0%
Value ($000) $5 Shares 350 Est. Cost $12.86 Unrealized
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $4 Shares 11 Est. Cost $274.40 Unrealized +68.9%
BTC Grayscale Bitcoin Mini Trust Etf 0.0%
Value ($000) $4 Shares 104 Est. Cost $41.87 Unrealized
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $89.06 Unrealized +86.0%
AGNC Agnc Investment Corp Reit COMMON 0.0%
Value ($000) $4 Shares 458 Est. Cost $9.21 Unrealized
CX Cemex Sab DE CV Spon ADR 5 Ord 0.0%
Value ($000) $4 Shares 720 Est. Cost $9.01 Unrealized
WST West Pharmaceutical Services INC Pharm Svc CORP COMMON 0.0%
Value ($000) $4 Shares 12 Est. Cost $304.99 Unrealized +2.8%
PPG PPG Inds Inc Com 0.0%
Value ($000) $4 Shares 32 Est. Cost $132.55 Unrealized -8.3%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $4 Shares 104 Est. Cost $22.69 Unrealized +28.3%
LNT Alliant Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 60 Est. Cost $58.37 Unrealized 0.0%
CLF Cleveland-Cliffs Inc Ordinary Shares 0.0%
Value ($000) $3 Shares 360 Est. Cost $17.91 Unrealized -32.7%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $3 Shares 600 Est. Cost $3.54 Unrealized
TFLO Ishares Treasury Floating Rate Bond Etf Floatng Bd 0.0%
Value ($000) $2 Shares 44 Est. Cost $50.67 Unrealized
EFAV Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Min Vol Factor Etf 0.0%
Value ($000) $2 Shares 31 Est. Cost $50.27 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $2 Shares 26 Est. Cost $83.93 Unrealized 0.0%
NAT Nordic American Tanker Shippcom 0.0%
Value ($000) $2 Shares 800 Est. Cost $3.07 Unrealized 0.0%
ASTS Ast Spacemobile Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 94 Est. Cost $22.55 Unrealized +8.3%
LAC Lithium Americas Corp (Newco) Ordinary Shares 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.47 Unrealized 0.0%
NMM Navios Maritime Partners LP 0.0%
Value ($000) $1 Shares 34 Est. Cost $43.29 Unrealized
EEMV Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Min Vol Factor Etf 0.0%
Value ($000) $1 Shares 23 Est. Cost $62.70 Unrealized
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $1 Shares 88 Est. Cost $15.85 Unrealized -0.7%
Lithium Americas (Argentina) Corp Ordinary Shares 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.62 Unrealized
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.50 Unrealized 0.0%
DJT Trump Media & Technology Group Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $41.77 Unrealized -23.9%
Proshares Trust Ultrapro Short 0.0%
Value ($000) $1 Shares 48 Est. Cost $28.81 Unrealized
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 7 Est. Cost $116.83 Unrealized +17.6%
DBRG Digitalbridge Group Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.38 Unrealized 0.0%
OPITQ Office Properties Income Trust Ordinary Shares 0.0%
Value ($000) $1 Shares 690 Est. Cost $1.00 Unrealized
Zimvie Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 49 Est. Cost $16.49 Unrealized
HAS Hasbro Inc Common 0.0%
Value ($000) $1 Shares 11 Est. Cost $61.36 Unrealized +1.6%
MSCI Msci Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 1 Est. Cost $533.24 Unrealized +11.0%
ARR Armour Residential Reit Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 25 Est. Cost $18.88 Unrealized
KNSL Kinsale Capital Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 1 Est. Cost $441.12 Unrealized +7.2%
CROX Crocs Inc Common 0.0%
Value ($000) $0 Shares 4 Est. Cost $136.46 Unrealized -14.7%
IVR Invesco Mortgage Capital Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 54 Est. Cost $8.06 Unrealized
JBLU Jetblue Awys Corp Common 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.63 Unrealized +20.3%
INO Inovio Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $8.63 Unrealized -48.7%
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized +16.6%
KR Kroger Co Com 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.14 Unrealized +10.0%
GHYB Goldman Sachs Access HY Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.38 Unrealized
LUMN Lumen Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 34 Est. Cost $1.56 Unrealized +341.6%
MAT Mattel Inc Common 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.43 Unrealized +2.6%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 111 Est. Cost $36.04 Unrealized
ENR Energizer Hldgs Inc New Common 0.0%
Value ($000) $0 Shares 3 Est. Cost $27.89 Unrealized +15.9%
EPC Edgewell Pers Care Common 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.38 Unrealized -8.1%
RIG Transocean Ordinary Shares Merger 0.0%
Value ($000) $0 Shares 23 Est. Cost $5.46 Unrealized -23.9%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.34 Unrealized -21.8%
CGC Canopy Growth Corp COMMON 0.0%
Value ($000) $0 Shares 26 Est. Cost $8.60 Unrealized -53.9%
Escrow Altegrity Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $3.75 Unrealized
Nikola Corp Ordinary Shares 0.0%
Value ($000) $0 Shares 16 Est. Cost $8.06 Unrealized
UAA Underarmour 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.44 Unrealized +22.9%
GPRO Go Pro Inc. 0.0%
Value ($000) $0 Shares 15 Est. Cost $1.38 Unrealized -7.7%
UA Under Armour Inc Class C 0.0%
Value ($000) $0 Shares 2 Est. Cost $7.17 Unrealized +16.3%