AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 9, 2025

Total Value ($000): $900,606 (100.0% shares, 0.0% debt)

Holdings (599)

AAPL Apple Computer Inc 4.7%
Value ($000) $42,413 Shares 190,939 Est. Cost $116.51 Unrealized +98.1%
AMZN Amazon Com Inc 4.2%
Value ($000) $38,009 Shares 199,774 Est. Cost $123.93 Unrealized +75.1%
MSFT Microsoft Corp Com 4.2%
Value ($000) $37,907 Shares 100,981 Est. Cost $147.53 Unrealized +174.6%
GOOGL Alphabet Inc 4.0%
Value ($000) $36,429 Shares 235,575 Est. Cost $112.85 Unrealized +60.1%
BRK/B Berkshire Hathaway Inc Cl B New 3.8%
Value ($000) $34,355 Shares 64,507 Est. Cost $247.22 Unrealized +96.6%
GSSC GS ActiveBeta US Small Cap 3.5%
Value ($000) $31,840 Shares 501,965 Est. Cost $45.26 Unrealized
WMT Wal Mart Stores Inc Com 2.8%
Value ($000) $24,901 Shares 283,638 Est. Cost $53.36 Unrealized +74.2%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.5%
Value ($000) $22,877 Shares 641,698 Est. Cost $31.28 Unrealized
COST Costco Wholesale Corp Ordinary Shares 2.3%
Value ($000) $20,378 Shares 21,546 Est. Cost $309.08 Unrealized +214.0%
FISV Fiserv Inc Common 2.1%
Value ($000) $18,956 Shares 85,838 Est. Cost $109.69 Unrealized +99.6%
V VISA Inc 2.1%
Value ($000) $18,683 Shares 53,310 Est. Cost $166.67 Unrealized +101.8%
AVGO Broadcom Inc 1.9%
Value ($000) $17,560 Shares 104,878 Est. Cost $145.49 Unrealized +44.2%
LMT Lockheed Martin Corp 1.9%
Value ($000) $17,351 Shares 38,842 Est. Cost $370.66 Unrealized +20.9%
CVX Chevron Corp New Com 1.8%
Value ($000) $16,478 Shares 98,500 Est. Cost $105.10 Unrealized +43.2%
ABBV Abbvie Inc 1.8%
Value ($000) $16,415 Shares 78,345 Est. Cost $120.19 Unrealized +57.6%
JNJ Johnson & Johnson Com 1.8%
Value ($000) $16,387 Shares 98,815 Est. Cost $129.15 Unrealized +18.0%
LIN Linde Plc. Ordinary Shares 1.8%
Value ($000) $16,228 Shares 34,850 Est. Cost $390.75 Unrealized +13.8%
AZO Autozone Inc. Ordinary Shares 1.6%
Value ($000) $14,836 Shares 3,891 Est. Cost $1792.35 Unrealized +92.5%
SYK Stryker Corp Com 1.5%
Value ($000) $13,517 Shares 36,311 Est. Cost $238.52 Unrealized +58.1%
JPM JPMorgan Chase & Co Com 1.4%
Value ($000) $12,922 Shares 52,677 Est. Cost $97.52 Unrealized +157.3%
ROP Roper Industries Inc 1.4%
Value ($000) $12,900 Shares 21,880 Est. Cost $371.07 Unrealized +50.2%
HD Home Depot Inc Com 1.4%
Value ($000) $12,825 Shares 34,994 Est. Cost $243.58 Unrealized +56.3%
PEP Pepsico Inc Com 1.4%
Value ($000) $12,736 Shares 84,942 Est. Cost $145.70 Unrealized -1.5%
UNH Unitedhealth Group Inc Com 1.4%
Value ($000) $12,470 Shares 23,810 Est. Cost $276.65 Unrealized +80.5%
UNP Union Pac Corp Com 1.3%
Value ($000) $11,861 Shares 50,206 Est. Cost $171.28 Unrealized +37.5%
LLY Lilly Eli & Co Com 1.3%
Value ($000) $11,684 Shares 14,147 Est. Cost $522.41 Unrealized +58.2%
LH Labcorp Holdings Inc. Ordinary Shares 1.3%
Value ($000) $11,463 Shares 49,251 Est. Cost $200.88 Unrealized +19.6%
AMGN Amgen Inc Com 1.2%
Value ($000) $11,008 Shares 35,332 Est. Cost $224.39 Unrealized +28.0%
PG Procter & Gamble Co Com 1.2%
Value ($000) $10,918 Shares 64,065 Est. Cost $118.12 Unrealized +38.8%
ACN Accenture Plc, Dublin Shsclass A 1.2%
Value ($000) $10,604 Shares 33,982 Est. Cost $194.11 Unrealized +80.0%
MDT Medtronic Plc, Dublin Shs 1.1%
Value ($000) $10,229 Shares 113,832 Est. Cost $79.33 Unrealized +10.2%
VZ Verizon Communications Com 1.1%
Value ($000) $9,918 Shares 218,643 Est. Cost $36.60 Unrealized +8.2%
INTU Intuit Common 1.1%
Value ($000) $9,762 Shares 15,900 Est. Cost $477.64 Unrealized +25.1%
IVV Ishares Core S&P 500 ETF 1.1%
Value ($000) $9,711 Shares 17,283 Est. Cost $426.33 Unrealized
KLAC KLA-Tencor Corp Common 1.0%
Value ($000) $9,338 Shares 13,737 Est. Cost $219.18 Unrealized +226.2%
APD Air Products & Chemicals Inc 1.0%
Value ($000) $9,188 Shares 31,153 Est. Cost $258.80 Unrealized +16.1%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 1.0%
Value ($000) $9,088 Shares 29,628 Est. Cost $237.14 Unrealized
GD General Dynamics Corp Com 1.0%
Value ($000) $8,766 Shares 32,159 Est. Cost $266.10 Unrealized -3.9%
CAT Caterpillar Inc Del Com 1.0%
Value ($000) $8,632 Shares 26,174 Est. Cost $188.86 Unrealized +86.4%
MAR Marriott International INC CLASS A CORP COMMON 0.9%
Value ($000) $8,110 Shares 34,048 Est. Cost $175.77 Unrealized +53.3%
XOM Exxon Mobil Corp Com 0.9%
Value ($000) $8,096 Shares 68,076 Est. Cost $92.30 Unrealized +16.1%
VLO Valero Energy Corp New Com 0.8%
Value ($000) $7,061 Shares 53,467 Est. Cost $81.82 Unrealized +58.1%
NEE Nextera Energy Inc 0.8%
Value ($000) $7,045 Shares 99,379 Est. Cost $67.29 Unrealized +2.0%
NVDA Nvidia Corp 0.8%
Value ($000) $6,921 Shares 63,858 Est. Cost $100.63 Unrealized +25.9%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.7%
Value ($000) $6,396 Shares 109,617 Est. Cost $96.99 Unrealized
DIS Disney Walt Co Com 0.7%
Value ($000) $6,272 Shares 63,551 Est. Cost $92.74 Unrealized +14.6%
MCD McDonalds Corp Com 0.7%
Value ($000) $6,146 Shares 19,675 Est. Cost $248.12 Unrealized +18.0%
AMAT Applied Materials Inc. Ordinary Shares 0.7%
Value ($000) $5,883 Shares 40,536 Est. Cost $99.85 Unrealized +66.9%
SPY SPDR Tr Unit Ser 1 0.5%
Value ($000) $4,881 Shares 8,726 Est. Cost $361.76 Unrealized
DIA SPDR Dow Jones Indl Average 0.5%
Value ($000) $4,808 Shares 11,450 Est. Cost $345.79 Unrealized
ADP Automatic Data Processing Incom 0.5%
Value ($000) $4,575 Shares 14,974 Est. Cost $202.30 Unrealized +46.0%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.5%
Value ($000) $4,448 Shares 134,068 Est. Cost $33.53 Unrealized
BRK/A Berkshire Hathaway Inc Del Cl A 0.4%
Value ($000) $3,992 Shares 5 Est. Cost $199512.94 Unrealized +265.6%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.4%
Value ($000) $3,770 Shares 34,252 Est. Cost $68.37 Unrealized
AGG Ishares Core Total US Bond 0.3%
Value ($000) $2,666 Shares 26,947 Est. Cost $99.09 Unrealized
ITW Illinois Works Inc Com 0.3%
Value ($000) $2,499 Shares 10,077 Est. Cost $184.60 Unrealized +35.8%
IJR Ishares Tr Sp Smallcap 600 Index F 0.3%
Value ($000) $2,492 Shares 23,829 Est. Cost $93.83 Unrealized
MSI Motorola Solutions Inc Com New 0.3%
Value ($000) $2,362 Shares 5,395 Est. Cost $199.34 Unrealized +121.5%
IBM International Business Mach Com 0.3%
Value ($000) $2,300 Shares 9,249 Est. Cost $183.84 Unrealized +30.2%
LOW Lowes Cos Inc Com 0.2%
Value ($000) $2,217 Shares 9,504 Est. Cost $195.43 Unrealized +23.9%
MRK Merck & Co Inc New 0.2%
Value ($000) $2,084 Shares 23,222 Est. Cost $88.95 Unrealized +1.3%
TXN Texas Instrs Inc Com 0.2%
Value ($000) $1,978 Shares 11,006 Est. Cost $136.56 Unrealized +33.4%
CL Colgate Palmolive Co Com 0.2%
Value ($000) $1,929 Shares 20,589 Est. Cost $68.28 Unrealized +28.6%
PKG Packaging Corp Of America COMMON 0.2%
Value ($000) $1,916 Shares 9,674 Est. Cost $205.23 Unrealized +1.5%
TGT Target Corp Com 0.2%
Value ($000) $1,901 Shares 18,211 Est. Cost $115.85 Unrealized +3.8%
MA Mastercard Inc 0.2%
Value ($000) $1,833 Shares 3,345 Est. Cost $358.38 Unrealized +51.2%
YUM Yum Brands Inc Com 0.2%
Value ($000) $1,767 Shares 11,232 Est. Cost $114.28 Unrealized +23.9%
ADBE Adobe Sys Inc Com 0.2%
Value ($000) $1,756 Shares 4,578 Est. Cost $333.66 Unrealized +28.5%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.2%
Value ($000) $1,751 Shares 3,734 Est. Cost $315.82 Unrealized
GOOG Alphabet Inc Cap Stk Cl C 0.2%
Value ($000) $1,713 Shares 10,963 Est. Cost $113.75 Unrealized +60.4%
FAST Fastenal CO CORP COMMON 0.2%
Value ($000) $1,659 Shares 21,393 Est. Cost $19.17 Unrealized +92.2%
DGX Quest Diagnostics, Inc. Ordinary Shares 0.2%
Value ($000) $1,618 Shares 9,562 Est. Cost $161.93 Unrealized 0.0%
IWM Ishares Tr Russell 2000 0.2%
Value ($000) $1,551 Shares 7,776 Est. Cost $188.46 Unrealized
SUB Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf 0.2%
Value ($000) $1,515 Shares 14,350 Est. Cost $105.60 Unrealized
ABT Abbott Labs Com 0.2%
Value ($000) $1,512 Shares 11,396 Est. Cost $99.35 Unrealized +26.3%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.1%
Value ($000) $1,287 Shares 25,934 Est. Cost $49.66 Unrealized
WSO Watsco INC CORP COMMON 0.1%
Value ($000) $1,264 Shares 2,487 Est. Cost $402.91 Unrealized +22.3%
EOG EOG Resources Inc Com 0.1%
Value ($000) $1,216 Shares 9,481 Est. Cost $119.63 Unrealized +4.6%
AXP American Express Co Com 0.1%
Value ($000) $1,213 Shares 4,507 Est. Cost $167.28 Unrealized +74.8%
META Meta Platforms Inc Ordinary Shares - Class A 0.1%
Value ($000) $1,186 Shares 2,058 Est. Cost $274.61 Unrealized +134.2%
BSX Boston Scientific Corp Com 0.1%
Value ($000) $1,147 Shares 11,371 Est. Cost $55.55 Unrealized +81.3%
BAC Bank of America Corporation Com 0.1%
Value ($000) $1,126 Shares 26,989 Est. Cost $32.71 Unrealized +33.4%
MMM 3M Co Com 0.1%
Value ($000) $1,099 Shares 7,485 Est. Cost $81.09 Unrealized +78.3%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $1,093 Shares 37,833 Est. Cost $24.06 Unrealized +12.2%
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.1%
Value ($000) $1,083 Shares 31,732 Est. Cost $33.38 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $1,076 Shares 18,251 Est. Cost $41.40 Unrealized
ALLE Allegion Plc CORP COMMON 0.1%
Value ($000) $1,026 Shares 7,863 Est. Cost $109.39 Unrealized +17.5%
GE GE Aerospace 0.1%
Value ($000) $1,023 Shares 5,112 Est. Cost $94.00 Unrealized +108.2%
VBR Vanguard Small Cap Value Etf 0.1%
Value ($000) $1,010 Shares 5,422 Est. Cost $188.81 Unrealized
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.1%
Value ($000) $955 Shares 9,800 Est. Cost $89.22 Unrealized
GRMN Garmin LTD 0.1%
Value ($000) $938 Shares 4,319 Est. Cost $104.96 Unrealized +102.8%
CTAS Cintas Corp Common 0.1%
Value ($000) $923 Shares 4,490 Est. Cost $166.06 Unrealized +19.1%
OTIS Otis Worldwide Corp COMMON 0.1%
Value ($000) $905 Shares 8,766 Est. Cost $80.73 Unrealized +19.1%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $898 Shares 3,879 Est. Cost $175.63 Unrealized +24.3%
T AT&T Inc 0.1%
Value ($000) $891 Shares 31,522 Est. Cost $16.27 Unrealized +49.6%
NOW Servicenow Inc Common 0.1%
Value ($000) $888 Shares 1,116 Est. Cost $102.59 Unrealized +87.9%
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $887 Shares 1,733 Est. Cost $445.80 Unrealized +5.4%
ETN Eaton Corp PLC 0.1%
Value ($000) $855 Shares 3,145 Est. Cost $159.64 Unrealized +93.3%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $854 Shares 9,199 Est. Cost $87.39 Unrealized
ORCL Oracle Corp Com 0.1%
Value ($000) $853 Shares 6,099 Est. Cost $69.00 Unrealized +134.2%
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $843 Shares 10,313 Est. Cost $68.80 Unrealized
UI Ubiquiti INC CORP COMMON 0.1%
Value ($000) $840 Shares 2,707 Est. Cost $122.54 Unrealized +188.5%
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.1%
Value ($000) $831 Shares 16,262 Est. Cost $49.39 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.1%
Value ($000) $830 Shares 4,410 Est. Cost $176.47 Unrealized
SNPS Synopsys Inc Com 0.1%
Value ($000) $823 Shares 1,920 Est. Cost $519.89 Unrealized -6.6%
PNR Pentair PLC 0.1%
Value ($000) $815 Shares 9,316 Est. Cost $53.96 Unrealized +75.2%
TTC Toro Co. Ordinary Shares 0.1%
Value ($000) $815 Shares 11,200 Est. Cost $79.05 Unrealized 0.0%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.1%
Value ($000) $784 Shares 34,925 Est. Cost $25.15 Unrealized
PFE Pfizer Inc Com 0.1%
Value ($000) $782 Shares 30,853 Est. Cost $25.90 Unrealized -4.6%
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $774 Shares 6,400 Est. Cost $115.29 Unrealized +10.7%
STZ Constellation Brands Inc Class A 0.1%
Value ($000) $771 Shares 4,200 Est. Cost $241.70 Unrealized -26.4%
VTI Vanguard Total Stock Market 0.1%
Value ($000) $769 Shares 2,798 Est. Cost $219.83 Unrealized
QCOM Qualcomm Inc Com 0.1%
Value ($000) $756 Shares 4,921 Est. Cost $137.31 Unrealized +16.3%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.1%
Value ($000) $752 Shares 5,601 Est. Cost $122.38 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $747 Shares 12,024 Est. Cost $58.81 Unrealized
RSP Invesco Capital Management LLC S&P 500 Equal Weight Etf 0.1%
Value ($000) $738 Shares 4,259 Est. Cost $168.28 Unrealized
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.1%
Value ($000) $737 Shares 13,100 Est. Cost $55.25 Unrealized
EPD LP Enterprise Partners 0.1%
Value ($000) $734 Shares 21,509 Est. Cost $28.93 Unrealized
FIDU Fidelity Msci Industrials Index Etf Indx 0.1%
Value ($000) $733 Shares 10,707 Est. Cost $69.02 Unrealized
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.1%
Value ($000) $733 Shares 8,617 Est. Cost $71.75 Unrealized
FHLC Fidelity Msci Health Care Index Etf Indx 0.1%
Value ($000) $724 Shares 10,602 Est. Cost $67.13 Unrealized
MAS Masco Corp COMMON 0.1%
Value ($000) $721 Shares 10,361 Est. Cost $56.21 Unrealized +30.9%
CI Cigna Group 0.1%
Value ($000) $718 Shares 2,183 Est. Cost $311.84 Unrealized -5.2%
EFX Equifax Inc 0.1%
Value ($000) $706 Shares 2,900 Est. Cost $251.16 Unrealized -0.6%
VWO Vanguard Emerging Market ETF 0.1%
Value ($000) $704 Shares 15,565 Est. Cost $44.64 Unrealized
FENY Fidelity Msci Energy Index Etf Indx 0.1%
Value ($000) $675 Shares 26,422 Est. Cost $24.74 Unrealized
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.1%
Value ($000) $668 Shares 7,143 Est. Cost $89.91 Unrealized
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.1%
Value ($000) $665 Shares 9,652 Est. Cost $64.45 Unrealized
MKC Mccormick & Co., Inc. Ordinary Shares (Non Voting) 0.1%
Value ($000) $661 Shares 8,026 Est. Cost $76.37 Unrealized 0.0%
XLV Health Care Select Sector 0.1%
Value ($000) $652 Shares 4,467 Est. Cost $137.71 Unrealized
VCSH Vanguard Short-term Corporate Bd ETF 0.1%
Value ($000) $650 Shares 8,229 Est. Cost $78.24 Unrealized
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $639 Shares 3,701 Est. Cost $146.95 Unrealized
DMLP Dorchester Minerals Lpcom Units 0.1%
Value ($000) $639 Shares 21,241 Est. Cost $30.08 Unrealized
INGR Ingredion Inc 0.1%
Value ($000) $619 Shares 4,577 Est. Cost $132.08 Unrealized 0.0%
FNCL Fidelity Msci Financials Index Etf Indx 0.1%
Value ($000) $607 Shares 8,727 Est. Cost $65.92 Unrealized
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.1%
Value ($000) $590 Shares 10,048 Est. Cost $58.27 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.1%
Value ($000) $589 Shares 14,960 Est. Cost $38.58 Unrealized
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.1%
Value ($000) $588 Shares 6,958 Est. Cost $85.46 Unrealized
AOS A.O. Smith Corp. Ordinary Shares 0.1%
Value ($000) $572 Shares 8,749 Est. Cost $52.77 Unrealized +25.9%
ITOT Ishares 1500 Index Fund 0.1%
Value ($000) $563 Shares 4,611 Est. Cost $107.52 Unrealized
AJG Arthur J Gallagher & CO CORP COMMON 0.1%
Value ($000) $562 Shares 1,628 Est. Cost $196.00 Unrealized +59.9%
NXST Nexstar Media Group, Inc. 0.1%
Value ($000) $542 Shares 3,024 Est. Cost $152.51 Unrealized +1.7%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $540 Shares 4,581 Est. Cost $63.07 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $537 Shares 7,161 Est. Cost $71.20 Unrealized +0.1%
EMR Emerson Elec Co Com 0.1%
Value ($000) $527 Shares 4,808 Est. Cost $87.54 Unrealized +35.7%
CMI Cummins Inc 0.1%
Value ($000) $527 Shares 1,681 Est. Cost $346.08 Unrealized 0.0%
RTX RTX Corporation 0.1%
Value ($000) $515 Shares 3,891 Est. Cost $89.62 Unrealized +39.2%
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.1%
Value ($000) $513 Shares 2,250 Est. Cost $163.41 Unrealized +29.7%
FUTY Fidelity Msci Utilities Index Etf Indx 0.1%
Value ($000) $513 Shares 10,064 Est. Cost $48.37 Unrealized
OMC Omnicom Group INC CORP COMMON 0.1%
Value ($000) $507 Shares 6,110 Est. Cost $80.64 Unrealized 0.0%
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.1%
Value ($000) $502 Shares 1,993 Est. Cost $261.56 Unrealized
DHR Danaher Corp Com 0.1%
Value ($000) $491 Shares 2,397 Est. Cost $228.00 Unrealized -4.8%
COP Conocophillips Com 0.1%
Value ($000) $491 Shares 4,674 Est. Cost $94.24 Unrealized +2.7%
NVO Novo Nordisk A/S ADR 0.1%
Value ($000) $487 Shares 7,018 Est. Cost $126.16 Unrealized
CRM Salesforce Inc Ordinary Shares 0.1%
Value ($000) $486 Shares 1,810 Est. Cost $179.34 Unrealized +72.3%
LRCX Lam Research Corp. Ordinary Shares 0.1%
Value ($000) $479 Shares 6,584 Est. Cost $74.98 Unrealized +4.2%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.1%
Value ($000) $458 Shares 2,841 Est. Cost $168.31 Unrealized
FANG Diamondback Energy Inc Ordinary Shares 0.0%
Value ($000) $450 Shares 2,816 Est. Cost $116.67 Unrealized +34.7%
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $447 Shares 4,007 Est. Cost $97.24 Unrealized
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $445 Shares 11,248 Est. Cost $38.99 Unrealized
RMD Resmed INC CORP COMMON 0.0%
Value ($000) $428 Shares 1,913 Est. Cost $154.92 Unrealized +49.5%
SNA Snap On Inc Common 0.0%
Value ($000) $425 Shares 1,261 Est. Cost $331.71 Unrealized 0.0%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $413 Shares 5,790 Est. Cost $53.57 Unrealized +36.8%
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $411 Shares 5,415 Est. Cost $60.54 Unrealized +28.5%
BR Broadridge Financial Solutions INC CORP COMMON 0.0%
Value ($000) $406 Shares 1,676 Est. Cost $195.53 Unrealized +18.6%
CF CF Industries Holdings, Inc 0.0%
Value ($000) $402 Shares 5,146 Est. Cost $82.15 Unrealized 0.0%
KO Coca Cola Co Com 0.0%
Value ($000) $394 Shares 5,495 Est. Cost $48.95 Unrealized +32.7%
MO Altria Group Inc Com 0.0%
Value ($000) $389 Shares 6,481 Est. Cost $37.35 Unrealized +36.6%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $387 Shares 1,071 Est. Cost $329.91 Unrealized
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $383 Shares 411 Est. Cost $51.05 Unrealized +86.3%
MCO Moodys Corp Common 0.0%
Value ($000) $381 Shares 818 Est. Cost $276.52 Unrealized +73.1%
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $381 Shares 2,805 Est. Cost $108.38 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $379 Shares 3,448 Est. Cost $135.41 Unrealized -16.8%
MS Morgan Stanley CORP COMMON 0.0%
Value ($000) $378 Shares 3,240 Est. Cost $82.53 Unrealized +52.6%
GGG Graco INC CORP COMMON 0.0%
Value ($000) $375 Shares 4,495 Est. Cost $81.04 Unrealized +3.0%
TROW T. Rowe Price Group INC T CORP COMMON 0.0%
Value ($000) $373 Shares 4,061 Est. Cost $100.60 Unrealized 0.0%
NKE Nike Inc Cl B 0.0%
Value ($000) $365 Shares 5,751 Est. Cost $72.79 Unrealized -1.0%
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $360 Shares 7,380 Est. Cost $49.69 Unrealized
GILD Gilead Sciences Inc. Com 0.0%
Value ($000) $359 Shares 3,205 Est. Cost $61.14 Unrealized +64.4%
BLK Blackrock Funding Inc Ordinary Shares 0.0%
Value ($000) $357 Shares 377 Est. Cost $990.12 Unrealized -2.9%
OZK Bank Ozk CORP COMMON 0.0%
Value ($000) $352 Shares 8,111 Est. Cost $44.89 Unrealized +1.3%
VNQ Vanguard REIT Viper VNQ 0.0%
Value ($000) $352 Shares 3,892 Est. Cost $77.67 Unrealized
GLW Corning Inc Com 0.0%
Value ($000) $352 Shares 7,684 Est. Cost $29.28 Unrealized +65.9%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value ($000) $349 Shares 2,326 Est. Cost $150.20 Unrealized
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value ($000) $347 Shares 10,210 Est. Cost $32.77 Unrealized -0.0%
XLRE Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $346 Shares 8,273 Est. Cost $40.79 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $346 Shares 75 Est. Cost $2035.98 Unrealized +133.3%
IWN CEF Ishares Russell 2000 Value 0.0%
Value ($000) $341 Shares 2,260 Est. Cost $137.02 Unrealized
BC Brunswick Corp. Ordinary Shares 0.0%
Value ($000) $335 Shares 6,230 Est. Cost $61.09 Unrealized 0.0%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $335 Shares 1,960 Est. Cost $160.96 Unrealized
ZTS Zoetis 0.0%
Value ($000) $333 Shares 2,023 Est. Cost $146.32 Unrealized +12.4%
AZN Astrazeneca PLC 0.0%
Value ($000) $332 Shares 4,522 Est. Cost $56.03 Unrealized
GEV Ge Vernova INC CORP COMMON 0.0%
Value ($000) $328 Shares 1,076 Est. Cost $158.10 Unrealized +120.2%
PGR Progressive Corp COMMON 0.0%
Value ($000) $313 Shares 1,106 Est. Cost $123.62 Unrealized +98.4%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $311 Shares 5,760 Est. Cost $53.97 Unrealized
CBT Cabot Corp COMMON 0.0%
Value ($000) $308 Shares 3,700 Est. Cost $29.38 Unrealized +187.0%
CB Chubb Limited 0.0%
Value ($000) $303 Shares 1,003 Est. Cost $223.11 Unrealized +23.8%
MPWR Monolithic Power Systems INC CORP COMMON 0.0%
Value ($000) $301 Shares 519 Est. Cost $473.73 Unrealized +31.9%
MFC Manulife Finl Corp Common 0.0%
Value ($000) $290 Shares 9,306 Est. Cost $15.21 Unrealized +98.7%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $288 Shares 5,735 Est. Cost $60.74 Unrealized -10.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $288 Shares 1,976 Est. Cost $148.61 Unrealized -2.3%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $284 Shares 2,165 Est. Cost $105.93 Unrealized
SBUX Starbucks Corp Com 0.0%
Value ($000) $284 Shares 2,891 Est. Cost $83.19 Unrealized +21.4%
TJX TJX Cos Inc New Com 0.0%
Value ($000) $272 Shares 2,231 Est. Cost $87.98 Unrealized +36.5%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $264 Shares 1,593 Est. Cost $108.31 Unrealized
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $264 Shares 1,021 Est. Cost $262.06 Unrealized +4.7%
VHT Vanguard Health Care Etf 0.0%
Value ($000) $262 Shares 990 Est. Cost $252.68 Unrealized
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $262 Shares 5,252 Est. Cost $34.13 Unrealized
DE Deere & Co Com 0.0%
Value ($000) $261 Shares 557 Est. Cost $264.88 Unrealized +74.2%
INTC Intel Corp Com 0.0%
Value ($000) $256 Shares 11,269 Est. Cost $31.85 Unrealized -31.3%
DPZ Dominos Pizza Inc Ordinary Shares 0.0%
Value ($000) $241 Shares 525 Est. Cost $388.36 Unrealized +14.7%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $235 Shares 3,112 Est. Cost $73.54 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $232 Shares 1,464 Est. Cost $82.87 Unrealized +65.3%
ORLY OReilly Auto Inc New 0.0%
Value ($000) $228 Shares 159 Est. Cost $53.84 Unrealized +61.6%
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $227 Shares 1,151 Est. Cost $146.76 Unrealized
DKS Dicks Sporting Goods Inc Oc-com 0.0%
Value ($000) $225 Shares 1,117 Est. Cost $218.15 Unrealized 0.0%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $223 Shares 913 Est. Cost $193.95 Unrealized +15.2%
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $219 Shares 3,126 Est. Cost $77.65 Unrealized -2.6%
IDA Idacorp Inc 0.0%
Value ($000) $213 Shares 1,832 Est. Cost $95.58 Unrealized +17.3%
EFG Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf 0.0%
Value ($000) $212 Shares 2,118 Est. Cost $100.00 Unrealized
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.0%
Value ($000) $204 Shares 788 Est. Cost $199.46 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $203 Shares 1,857 Est. Cost $77.91 Unrealized +26.3%
SO Southern Company 0.0%
Value ($000) $193 Shares 2,095 Est. Cost $71.30 Unrealized +18.0%
EFV Ishares Msci Value Index Fund Eafe Etf 0.0%
Value ($000) $192 Shares 3,262 Est. Cost $58.94 Unrealized
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value ($000) $191 Shares 820 Est. Cost $165.58 Unrealized +54.1%
SAP SAP Sponsored 0.0%
Value ($000) $186 Shares 694 Est. Cost $130.71 Unrealized
HON Honeywell Intl Inc Com 0.0%
Value ($000) $186 Shares 879 Est. Cost $184.20 Unrealized +7.7%
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $184 Shares 362 Est. Cost $360.51 Unrealized +40.8%
ADI Analog Devices Inc Com 0.0%
Value ($000) $176 Shares 875 Est. Cost $162.70 Unrealized +30.9%
XLU Select Sector SPDR Utilities 0.0%
Value ($000) $172 Shares 2,185 Est. Cost $63.33 Unrealized
Discover Financial Services 0.0%
Value ($000) $172 Shares 1,008 Est. Cost $118.49 Unrealized
AMT American Tower Corp Reit 0.0%
Value ($000) $168 Shares 773 Est. Cost $185.13 Unrealized +2.4%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $168 Shares 710 Est. Cost $228.57 Unrealized +4.7%
XLK Technology Select Sect SPDR 0.0%
Value ($000) $168 Shares 814 Est. Cost $67.46 Unrealized
ASML ASML Holding N V 0.0%
Value ($000) $164 Shares 248 Est. Cost $630.48 Unrealized
GIS General Mls Inc Com 0.0%
Value ($000) $164 Shares 2,737 Est. Cost $55.60 Unrealized +4.2%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $163 Shares 409 Est. Cost $300.37 Unrealized +27.0%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $162 Shares 4,643 Est. Cost $37.34 Unrealized -3.7%
OGE OGE Energy Corp 0.0%
Value ($000) $158 Shares 3,440 Est. Cost $30.91 Unrealized +40.8%
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $158 Shares 5,100 Est. Cost $22.29 Unrealized
Nuveen Amt-free Municipal Credit Income Fund Amt Free Mncpl Crdt Incm Cf 0.0%
Value ($000) $158 Shares 12,763 Est. Cost $12.38 Unrealized
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $156 Shares 3,000 Est. Cost $50.10 Unrealized -4.2%
TRN Trinity Inds Inc Com 0.0%
Value ($000) $156 Shares 5,561 Est. Cost $23.46 Unrealized +36.5%
VEA Vanguard Ftse Developed Market ETF 0.0%
Value ($000) $151 Shares 2,976 Est. Cost $49.89 Unrealized
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $150 Shares 3,437 Est. Cost $43.26 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $149 Shares 5,860 Est. Cost $30.09 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $149 Shares 2,540 Est. Cost $49.77 Unrealized +4.7%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $146 Shares 1,308 Est. Cost $116.36 Unrealized -6.4%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $145 Shares 293 Est. Cost $315.46 Unrealized +75.3%
ACA Arcosa INC CORP COMMON 0.0%
Value ($000) $143 Shares 1,853 Est. Cost $58.27 Unrealized +57.1%
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $142 Shares 383 Est. Cost $327.31 Unrealized
Southstate Corporation 0.0%
Value ($000) $139 Shares 1,500 Est. Cost $92.82 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $135 Shares 4,745 Est. Cost $20.33 Unrealized +31.4%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $123 Shares 1,696 Est. Cost $82.54 Unrealized -13.3%
BMY Bristol-Myers Squibb Co Com 0.0%
Value ($000) $120 Shares 1,975 Est. Cost $55.11 Unrealized +0.7%
BN Brookfield Corporation Ordinary Shares - Class A 0.0%
Value ($000) $118 Shares 2,250 Est. Cost $37.41 Unrealized +0.5%
AMTM Amentum Holdings Inc. Ordinary Shares 0.0%
Value ($000) $116 Shares 6,400 Est. Cost $25.85 Unrealized -21.2%
CSCO Cisco Sys Inc Com 0.0%
Value ($000) $116 Shares 1,876 Est. Cost $56.52 Unrealized +6.3%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $115 Shares 610 Est. Cost $212.72 Unrealized -7.7%
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $114 Shares 214 Est. Cost $402.57 Unrealized
HSY The Hershey Company 0.0%
Value ($000) $114 Shares 664 Est. Cost $181.99 Unrealized -12.5%
PSX Phillips 66 0.0%
Value ($000) $109 Shares 882 Est. Cost $101.77 Unrealized +17.2%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $108 Shares 198 Est. Cost $294.41 Unrealized +100.6%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $107 Shares 1,491 Est. Cost $40.89 Unrealized +80.2%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $107 Shares 1,326 Est. Cost $77.52 Unrealized +10.7%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $106 Shares 207 Est. Cost $459.49 Unrealized
RELX Relx Plc ADR 0.0%
Value ($000) $105 Shares 2,081 Est. Cost $24.51 Unrealized
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $104 Shares 390 Est. Cost $177.21 Unrealized +37.1%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $104 Shares 800 Est. Cost $12.97 Unrealized +877.5%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value ($000) $103 Shares 1,800 Est. Cost $57.53 Unrealized
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $103 Shares 169 Est. Cost $259.06 Unrealized +150.4%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.0%
Value ($000) $100 Shares 1,483 Est. Cost $49.66 Unrealized
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value ($000) $98 Shares 2,891 Est. Cost $38.56 Unrealized
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $98 Shares 1,625 Est. Cost $64.17 Unrealized
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $97 Shares 944 Est. Cost $95.24 Unrealized +16.8%
IVE Ishares S&P 500 Value Etf 0.0%
Value ($000) $97 Shares 508 Est. Cost $189.38 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $96 Shares 97 Est. Cost $510.28 Unrealized +101.0%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $94 Shares 663 Est. Cost $124.83 Unrealized +4.0%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $94 Shares 684 Est. Cost $73.12 Unrealized +72.2%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $92 Shares 655 Est. Cost $135.98 Unrealized
ROL Rollins, Inc. Ordinary Shares 0.0%
Value ($000) $91 Shares 1,681 Est. Cost $49.68 Unrealized 0.0%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $88 Shares 262 Est. Cost $183.33 Unrealized +95.8%
PAYX Paychex Inc. Com 0.0%
Value ($000) $88 Shares 568 Est. Cost $129.22 Unrealized +10.8%
HPQ HP INC 0.0%
Value ($000) $88 Shares 3,160 Est. Cost $24.47 Unrealized +24.1%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $86 Shares 500 Est. Cost $100.12 Unrealized +61.9%
AFL AFLAC Inc Com 0.0%
Value ($000) $86 Shares 771 Est. Cost $76.50 Unrealized +36.0%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $85 Shares 175 Est. Cost $427.08 Unrealized +21.4%
IYM Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf 0.0%
Value ($000) $83 Shares 617 Est. Cost $134.80 Unrealized
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value ($000) $83 Shares 1,907 Est. Cost $39.89 Unrealized
ARES Ares Management Corp CLASS A COMMON 0.0%
Value ($000) $82 Shares 560 Est. Cost $168.35 Unrealized 0.0%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value ($000) $81 Shares 1,100 Est. Cost $64.14 Unrealized
BNTX Biontech Se ADR 0.0%
Value ($000) $80 Shares 880 Est. Cost $92.25 Unrealized
ENB Enbridge INC CORP COMMON 0.0%
Value ($000) $80 Shares 1,800 Est. Cost $39.21 Unrealized +5.6%
VIK Viking Holdings LTD 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $30.16 Unrealized +52.9%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $79 Shares 854 Est. Cost $92.83 Unrealized
USMV Ishares Msci Usa Min Vol Factor Etf Fctr 0.0%
Value ($000) $77 Shares 821 Est. Cost $93.66 Unrealized
Total S.A. ADR 0.0%
Value ($000) $77 Shares 1,187 Est. Cost $57.97 Unrealized
ELV Elevance Health Inc Ordinary Shares 0.0%
Value ($000) $74 Shares 170 Est. Cost $466.22 Unrealized -15.4%
SNY Sanofi-Aventis ADR 0.0%
Value ($000) $73 Shares 1,324 Est. Cost $49.13 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $72 Shares 1,140 Est. Cost $53.55 Unrealized +22.8%
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value ($000) $72 Shares 848 Est. Cost $71.80 Unrealized +29.3%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $71 Shares 143 Est. Cost $514.49 Unrealized +4.9%
CBOE CBOE Global Markets Inc 0.0%
Value ($000) $71 Shares 313 Est. Cost $206.46 Unrealized 0.0%
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $70 Shares 876 Est. Cost $70.28 Unrealized
CFR Cullen Frost BK Inc 0.0%
Value ($000) $69 Shares 550 Est. Cost $127.51 Unrealized +2.4%
VLTO Veralto Corp COMMON 0.0%
Value ($000) $68 Shares 700 Est. Cost $73.75 Unrealized +34.7%
WTW Willis Towers Watson Plc CORP COMMON 0.0%
Value ($000) $68 Shares 200 Est. Cost $302.48 Unrealized +6.6%
DTE DTE Energy Common 0.0%
Value ($000) $67 Shares 486 Est. Cost $106.11 Unrealized +16.5%
CRGY Crescent Energy Co 0.0%
Value ($000) $67 Shares 5,935 Est. Cost $14.10 Unrealized -6.9%
ANET Arista Networks Inc 0.0%
Value ($000) $66 Shares 856 Est. Cost $102.84 Unrealized -1.4%
FAF First American Financial Corp COMMON 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $55.19 Unrealized +11.0%
AAAU Goldman Sachs Physical Gold Etf Trust 0.0%
Value ($000) $65 Shares 2,100 Est. Cost $26.03 Unrealized
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $61 Shares 841 Est. Cost $71.89 Unrealized +0.2%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $60 Shares 1,250 Est. Cost $64.93 Unrealized -27.9%
FDX FedEx Corp Com 0.0%
Value ($000) $60 Shares 245 Est. Cost $254.77 Unrealized -0.5%
SLB Schlumberger LTD Com 0.0%
Value ($000) $59 Shares 1,422 Est. Cost $45.87 Unrealized -13.0%
EXR Extra Space Storage Inc. Ordinary Shares 0.0%
Value ($000) $59 Shares 400 Est. Cost $155.36 Unrealized -6.5%
OEF Ishares S&P 100 Index Fund Etf 0.0%
Value ($000) $57 Shares 212 Est. Cost $212.35 Unrealized
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $57 Shares 439 Est. Cost $108.94 Unrealized
SOLV Solventum Corp COMMON 0.0%
Value ($000) $56 Shares 738 Est. Cost $60.70 Unrealized +22.7%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $56 Shares 882 Est. Cost $57.41 Unrealized +6.7%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $55 Shares 490 Est. Cost $122.65 Unrealized -13.6%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $55 Shares 460 Est. Cost $110.09 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $55 Shares 191 Est. Cost $253.34 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $55 Shares 2,150 Est. Cost $31.80 Unrealized -19.5%
SPSM Spdr Portfolio S&P 600 Small Cap Etf 0.0%
Value ($000) $54 Shares 1,334 Est. Cost $42.71 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $53 Shares 1,100 Est. Cost $52.86 Unrealized
NOBL Proshares Trust S&P 500 Dividend Aristocrats Etf 0.0%
Value ($000) $53 Shares 522 Est. Cost $102.18 Unrealized
POOL Pool Corp COMMON 0.0%
Value ($000) $52 Shares 164 Est. Cost $351.69 Unrealized -5.0%
BALL Ball Corp Com 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $62.04 Unrealized -16.6%
MSCI Msci Inc Ordinary Shares 0.0%
Value ($000) $52 Shares 92 Est. Cost $574.46 Unrealized +0.1%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $49 Shares 645 Est. Cost $48.02 Unrealized
AVY Avery Dennison Corp COMMON 0.0%
Value ($000) $49 Shares 276 Est. Cost $180.35 Unrealized 0.0%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $49 Shares 645 Est. Cost $67.68 Unrealized +21.0%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $49 Shares 510 Est. Cost $77.44 Unrealized +40.7%
MET Metlife Inc Com 0.0%
Value ($000) $48 Shares 603 Est. Cost $75.46 Unrealized +7.6%
MCHP Microchip Technology Inc Common 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $54.19 Unrealized 0.0%
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $48 Shares 581 Est. Cost $94.12 Unrealized
APH Amphenol Corp New Class A 0.0%
Value ($000) $48 Shares 736 Est. Cost $49.99 Unrealized +35.5%
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $48 Shares 276 Est. Cost $168.79 Unrealized
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $46 Shares 4,314 Est. Cost $10.10 Unrealized +3.6%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $45 Shares 761 Est. Cost $23.92 Unrealized +131.7%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $45 Shares 263 Est. Cost $151.72 Unrealized +21.9%
NYT New York Times Co. Ordinary Shares - Class A 0.0%
Value ($000) $45 Shares 902 Est. Cost $49.62 Unrealized 0.0%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $44 Shares 1,084 Est. Cost $25.08 Unrealized
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value ($000) $44 Shares 70 Est. Cost $684.44 Unrealized 0.0%
CNI Canadian National Railway Co. Ordinary Shares 0.0%
Value ($000) $44 Shares 450 Est. Cost $106.87 Unrealized -7.0%
FDS Factset Research Systems INC CORP COMMON 0.0%
Value ($000) $44 Shares 96 Est. Cost $450.41 Unrealized 0.0%
FERG Ferguson Enterprises Inc. Ordinary Shares 0.0%
Value ($000) $43 Shares 268 Est. Cost $194.48 Unrealized -12.3%
FNDF Schwab Fundamental International Equity ETF 0.0%
Value ($000) $41 Shares 1,144 Est. Cost $33.73 Unrealized
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $41 Shares 50 Est. Cost $897.54 Unrealized -1.9%
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $41 Shares 214 Est. Cost $223.00 Unrealized -6.0%
EBAY Ebay Inc Com 0.0%
Value ($000) $41 Shares 600 Est. Cost $48.08 Unrealized +36.6%
EQT EQT Corporation 0.0%
Value ($000) $40 Shares 750 Est. Cost $40.68 Unrealized +24.2%
VVV Valvoline Inc Ordinary Shares 0.0%
Value ($000) $40 Shares 1,150 Est. Cost $36.50 Unrealized 0.0%
EA Electronic Arts 0.0%
Value ($000) $40 Shares 275 Est. Cost $134.47 Unrealized 0.0%
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $40 Shares 1,401 Est. Cost $99.16 Unrealized -64.2%
GINN Goldman Sachs Etf Trust Innovate Equity 0.0%
Value ($000) $40 Shares 673 Est. Cost $33.95 Unrealized
CE Celanese Corp Series A 0.0%
Value ($000) $40 Shares 696 Est. Cost $62.32 Unrealized 0.0%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $39 Shares 800 Est. Cost $47.84 Unrealized 0.0%
PHM Pultegroup INC CORP COMMON 0.0%
Value ($000) $39 Shares 376 Est. Cost $107.19 Unrealized 0.0%
ATO ATMOS Energy Corp 0.0%
Value ($000) $39 Shares 250 Est. Cost $138.63 Unrealized +3.2%
Federated Hermes Premier Municipal Income Fund Federat Premir Munici Incm Cf 0.0%
Value ($000) $38 Shares 3,535 Est. Cost $10.86 Unrealized
Blackrock, Inc. (US) Blackrock Muniyield Quality Fund Iii, Inc 0.0%
Value ($000) $38 Shares 3,464 Est. Cost $10.99 Unrealized
VB Vanguard Small Cap 0.0%
Value ($000) $38 Shares 171 Est. Cost $240.28 Unrealized
Nuveen Insd Tax-Free Advantage Mun Fund 0.0%
Value ($000) $38 Shares 3,375 Est. Cost $11.20 Unrealized
HYLN Hyliion Holdings Corporation Ordinary Shares - Class A 0.0%
Value ($000) $37 Shares 26,583 Est. Cost $9.21 Unrealized -78.5%
TRV Travelers Cos Inc 0.0%
Value ($000) $36 Shares 138 Est. Cost $161.48 Unrealized +52.0%
UGI UGI Corp New 0.0%
Value ($000) $36 Shares 1,099 Est. Cost $24.02 Unrealized +31.9%
DUK Duke Energy Corp New 0.0%
Value ($000) $36 Shares 297 Est. Cost $110.55 Unrealized 0.0%
CVE Cenovus Energy INC CORP COMMON 0.0%
Value ($000) $36 Shares 2,600 Est. Cost $16.19 Unrealized -12.6%
CMCSA Comcast Corp 0.0%
Value ($000) $36 Shares 976 Est. Cost $39.68 Unrealized -11.7%
CSX CSX Corp Com 0.0%
Value ($000) $35 Shares 1,201 Est. Cost $31.06 Unrealized +0.8%
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $35 Shares 882 Est. Cost $36.73 Unrealized 0.0%
IFRA Ishares US Infrastructure Etf 0.0%
Value ($000) $35 Shares 769 Est. Cost $45.07 Unrealized
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $34 Shares 62 Est. Cost $309.40 Unrealized +80.6%
BBY Best Buy Inc 0.0%
Value ($000) $33 Shares 450 Est. Cost $69.31 Unrealized +13.0%
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $33 Shares 60 Est. Cost $322.34 Unrealized
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $32 Shares 335 Est. Cost $54.29 Unrealized +79.0%
LBRDA Liberty Broadband Corp Srs A COMMON 0.0%
Value ($000) $32 Shares 374 Est. Cost $74.78 Unrealized 0.0%
PINS Pinterest Inc 0.0%
Value ($000) $32 Shares 1,018 Est. Cost $33.88 Unrealized 0.0%
Unilever PLC Spons ADR New 0.0%
Value ($000) $31 Shares 528 Est. Cost $56.85 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $31 Shares 2,015 Est. Cost $13.96 Unrealized +39.0%
HOG Harley-Davidson Inc 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $36.98 Unrealized -27.6%
NTAP Netapp Inc Com 0.0%
Value ($000) $30 Shares 344 Est. Cost $95.10 Unrealized +13.9%
ODFL Old Dominion Freight Line INC CORP COMMON 0.0%
Value ($000) $30 Shares 180 Est. Cost $180.58 Unrealized 0.0%
CGW Invesco Capital Management LLC S&P Global Water Index Etf 0.0%
Value ($000) $30 Shares 531 Est. Cost $55.69 Unrealized
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $29 Shares 283 Est. Cost $89.13 Unrealized 0.0%
C Citigroup Inc Com New 0.0%
Value ($000) $29 Shares 413 Est. Cost $74.53 Unrealized 0.0%
ULTA Ulta Salon Cosmetics &fragrance Inc Common 0.0%
Value ($000) $29 Shares 79 Est. Cost $381.12 Unrealized 0.0%
CWEN/A Clearway Energy Inc Ordinary Shares - Class A 0.0%
Value ($000) $29 Shares 1,012 Est. Cost $24.27 Unrealized 0.0%
FCX Freeport Copper and Gold Class B Common 0.0%
Value ($000) $28 Shares 749 Est. Cost $40.95 Unrealized -7.7%
TSLA Tesla Mtrs Inc 0.0%
Value ($000) $28 Shares 108 Est. Cost $207.40 Unrealized +60.7%
RYN Rayonier INC Reit CORP COMMON 0.0%
Value ($000) $28 Shares 998 Est. Cost $27.88 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $28 Shares 98 Est. Cost $349.84 Unrealized +4.9%
John Hancock Investment Management Investors Trust 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $13.68 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $27 Shares 400 Est. Cost $86.09 Unrealized -32.6%
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $27 Shares 450 Est. Cost $74.89 Unrealized
O Realty Income Corp 0.0%
Value ($000) $27 Shares 459 Est. Cost $46.91 Unrealized +12.1%
BA Boeing Co Com 0.0%
Value ($000) $26 Shares 155 Est. Cost $170.16 Unrealized +1.7%
DLTR Dollar Tree Inc 0.0%
Value ($000) $26 Shares 350 Est. Cost $68.64 Unrealized +4.2%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $26 Shares 400 Est. Cost $61.23 Unrealized +26.9%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $26 Shares 259 Est. Cost $99.79 Unrealized
FTV Fortive Corp Ordinary Shares 0.0%
Value ($000) $26 Shares 350 Est. Cost $58.48 Unrealized 0.0%
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value ($000) $26 Shares 145 Est. Cost $194.00 Unrealized 0.0%
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $25 Shares 648 Est. Cost $20.28 Unrealized
QUS Spdr Msci Usa Strategicfactors Etf Strategicfactrs 0.0%
Value ($000) $25 Shares 160 Est. Cost $132.12 Unrealized
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $24 Shares 250 Est. Cost $88.94 Unrealized +14.0%
EXPD Expeditors International Of Washington INC Wasn CORP COMMON 0.0%
Value ($000) $24 Shares 200 Est. Cost $120.65 Unrealized -5.8%
MDLZ Mondelez International Cl A 0.0%
Value ($000) $23 Shares 342 Est. Cost $59.75 Unrealized 0.0%
IWC Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf 0.0%
Value ($000) $23 Shares 209 Est. Cost $110.91 Unrealized
ING ING Groep NV Spons ADR 0.0%
Value ($000) $23 Shares 1,159 Est. Cost $17.14 Unrealized
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $22 Shares 352 Est. Cost $60.75 Unrealized
WING Wingstop Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 99 Est. Cost $260.10 Unrealized 0.0%
PAG Penske Automotive Group Inc Ordinary Shares 0.0%
Value ($000) $22 Shares 155 Est. Cost $160.17 Unrealized 0.0%
Interpublic Group Of Companies INC CORP COMMON 0.0%
Value ($000) $22 Shares 820 Est. Cost $26.51 Unrealized 0.0%
OVV Ovintiv INC CORP COMMON 0.0%
Value ($000) $22 Shares 520 Est. Cost $45.54 Unrealized -6.3%
CHTR Charter Communications Inc CL A 0.0%
Value ($000) $22 Shares 59 Est. Cost $360.56 Unrealized -0.8%
D Dominion RES Inc VA New Com 0.0%
Value ($000) $21 Shares 382 Est. Cost $48.55 Unrealized +8.6%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $21 Shares 50 Est. Cost $255.40 Unrealized +76.1%
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $21 Shares 245 Est. Cost $67.53 Unrealized +41.8%
AEE Ameren Corp Com 0.0%
Value ($000) $21 Shares 212 Est. Cost $69.05 Unrealized +35.7%
NOV Nov INC CORP COMMON 0.0%
Value ($000) $21 Shares 1,394 Est. Cost $17.18 Unrealized -12.9%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $21 Shares 107 Est. Cost $171.68 Unrealized
RHI Robert Half Inc 0.0%
Value ($000) $20 Shares 374 Est. Cost $71.89 Unrealized -15.2%
PAA Plains All American Pipeline 0.0%
Value ($000) $20 Shares 980 Est. Cost $17.12 Unrealized
SWKS Skyworks Solutions Inc Common 0.0%
Value ($000) $19 Shares 300 Est. Cost $86.71 Unrealized -15.4%
Cohen & Steers Closed End Opportunity Fund Inc 0.0%
Value ($000) $19 Shares 1,590 Est. Cost $12.07 Unrealized
TXO Txo Partners Lp Unt 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $17.95 Unrealized
IEF Blackrock Institutional Trust Company N.A. Ishares 7-10 Year Treasury Bond Etf 0.0%
Value ($000) $19 Shares 200 Est. Cost $95.37 Unrealized
CLX Clorox Co Del Com 0.0%
Value ($000) $19 Shares 128 Est. Cost $157.37 Unrealized -6.0%
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 915 Est. Cost $19.78 Unrealized -3.6%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 125 Est. Cost $131.37 Unrealized -1.7%
APLE Apple Hospitality Reit Inc Ordinary Shares 0.0%
Value ($000) $18 Shares 1,428 Est. Cost $14.85 Unrealized
FSLR First Solar INC CORP COMMON 0.0%
Value ($000) $18 Shares 144 Est. Cost $156.16 Unrealized 0.0%
BIV Vanguard Bond Index ETF 0.0%
Value ($000) $18 Shares 236 Est. Cost $75.46 Unrealized
GWX Spdr S&P International Small Cap Etf 0.0%
Value ($000) $18 Shares 565 Est. Cost $31.96 Unrealized
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $18 Shares 81 Est. Cost $0.12 Unrealized
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value ($000) $17 Shares 103 Est. Cost $24.63 Unrealized +100.2%
GM General Motors Co 0.0%
Value ($000) $17 Shares 360 Est. Cost $36.85 Unrealized +32.5%
NAGE Niagen Bioscience Inc. 0.0%
Value ($000) $17 Shares 2,446 Est. Cost $5.47 Unrealized +14.8%
BX Blackstone Group INC CORP COMMON 0.0%
Value ($000) $17 Shares 119 Est. Cost $107.60 Unrealized +47.0%
EWZ I Shares Msci Brazil Index Fund 0.0%
Value ($000) $16 Shares 600 Est. Cost $32.42 Unrealized
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.0%
Value ($000) $15 Shares 171 Est. Cost $90.59 Unrealized
MFS Investment Management Municipal Income Trust 0.0%
Value ($000) $15 Shares 2,820 Est. Cost $5.36 Unrealized
RITM Rithm Capital Corp COMMON 0.0%
Value ($000) $15 Shares 1,271 Est. Cost $10.68 Unrealized
BLOK Amplify Etf Trust Transformational Data Sharing 0.0%
Value ($000) $14 Shares 388 Est. Cost $36.88 Unrealized
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $14 Shares 120 Est. Cost $113.75 Unrealized
LMBS First Trust Exchange-Traded Fund Iii Low Duration Opportunities Etf 0.0%
Value ($000) $14 Shares 279 Est. Cost $49.16 Unrealized
BLDR Builders Firstsource Inc Ordinary Shares 0.0%
Value ($000) $14 Shares 109 Est. Cost $145.49 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $14 Shares 75 Est. Cost $134.20 Unrealized +42.3%
SPYV Spdr Series Trust Portfolio S&P 500 Value Etf 0.0%
Value ($000) $13 Shares 260 Est. Cost $39.36 Unrealized
ET Energy Transfer Partners LP 0.0%
Value ($000) $13 Shares 705 Est. Cost $7.09 Unrealized
TDIV First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index 0.0%
Value ($000) $13 Shares 174 Est. Cost $73.61 Unrealized
UCON First Trust Exchange-Traded Fund Viii Tcw Unconstrained Plus Bond Etf 0.0%
Value ($000) $12 Shares 488 Est. Cost $24.75 Unrealized
URA Global X Funds Uranium Etf 0.0%
Value ($000) $12 Shares 522 Est. Cost $22.92 Unrealized
Franklin Templeton Investments (US) Western Asset Investment Grade Defined Opportunity Trust Inc. 0.0%
Value ($000) $12 Shares 719 Est. Cost $16.58 Unrealized
BSV Vanguard Short-Term Bond 0.0%
Value ($000) $12 Shares 152 Est. Cost $76.77 Unrealized
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $12 Shares 94 Est. Cost $86.15 Unrealized
PNC PNC Finl Svcs Group Inc Common 0.0%
Value ($000) $12 Shares 67 Est. Cost $183.33 Unrealized 0.0%
WU The Western Union Co 0.0%
Value ($000) $12 Shares 1,100 Est. Cost $15.69 Unrealized
MBB Ishares Mbs Etf 0.0%
Value ($000) $12 Shares 124 Est. Cost $92.42 Unrealized
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf 0.0%
Value ($000) $12 Shares 142 Est. Cost $80.72 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $11 Shares 240 Est. Cost $36.51 Unrealized +10.9%
Guaranty Bancshares Inc 0.0%
Value ($000) $11 Shares 275 Est. Cost $25.12 Unrealized
ON On Semiconductor Corp COMMON 0.0%
Value ($000) $11 Shares 270 Est. Cost $50.33 Unrealized 0.0%
BBJP JPMORGAN Betabuilders Japan Etf 0.0%
Value ($000) $11 Shares 195 Est. Cost $59.28 Unrealized
Microsectors FANG 0.0%
Value ($000) $11 Shares 30 Est. Cost $360.00 Unrealized
FTGS First Trust Exchange-Traded Fund Growth Strength Etf 0.0%
Value ($000) $11 Shares 363 Est. Cost $29.75 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $11 Shares 44 Est. Cost $144.29 Unrealized +53.8%
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $10 Shares 132 Est. Cost $23.52 Unrealized +35.6%
A Agilent Technologies Inc 0.0%
Value ($000) $9 Shares 80 Est. Cost $135.18 Unrealized -0.9%
GBTC Grayscale Bitcoin Trust (Btc) CORP COMMON 0.0%
Value ($000) $9 Shares 140 Est. Cost $74.02 Unrealized
TSCO Tractor Supply Co Com 0.0%
Value ($000) $9 Shares 165 Est. Cost $52.25 Unrealized +3.2%
BBEU JPMORGAN Betabuilders Europe Etf 0.0%
Value ($000) $9 Shares 144 Est. Cost $62.34 Unrealized
BND Vanguard Total Bond Market 0.0%
Value ($000) $9 Shares 120 Est. Cost $73.40 Unrealized
FIXD First Trust Exchange-Traded Fund Viii Tcw Opportunistic Fixed Income Etf 0.0%
Value ($000) $9 Shares 198 Est. Cost $43.84 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $9 Shares 95 Est. Cost $68.27 Unrealized +52.7%
ARKB Ark 21shares Bitcoin Etf 0.0%
Value ($000) $9 Shares 105 Est. Cost $93.27 Unrealized
VTES Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf 0.0%
Value ($000) $8 Shares 84 Est. Cost $100.36 Unrealized
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $8 Shares 55 Est. Cost $95.03 Unrealized +47.6%
VTEI Vanguard Intermediate Tax-Exempt Bond ETF 0.0%
Value ($000) $8 Shares 84 Est. Cost $99.17 Unrealized
TDG Transdigm Group INC CORP COMMON 0.0%
Value ($000) $8 Shares 6 Est. Cost $1247.54 Unrealized 0.0%
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $9.70 Unrealized -37.4%
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 131 Est. Cost $69.68 Unrealized +38.8%
FTCB First Trust Exchange-Traded Fund Iv Core Investment Grade Etf 0.0%
Value ($000) $8 Shares 383 Est. Cost $20.99 Unrealized
DINO Hf Sinclair Corp COMMON 0.0%
Value ($000) $8 Shares 243 Est. Cost $33.51 Unrealized 0.0%
FIX Comfort Systems Usa, Inc. Ordinary Shares 0.0%
Value ($000) $7 Shares 23 Est. Cost $402.00 Unrealized 0.0%
FVD First Trust Exchange-Traded Fund Iii Value Line Dividend Index 0.0%
Value ($000) $7 Shares 166 Est. Cost $44.59 Unrealized
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $7 Shares 90 Est. Cost $56.12 Unrealized +38.4%
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $7 Shares 49 Est. Cost $146.82 Unrealized -0.2%
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 39 Est. Cost $242.13 Unrealized 0.0%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $6 Shares 745 Est. Cost $10.25 Unrealized -2.2%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $6 Shares 13 Est. Cost $303.87 Unrealized +53.4%
Intra-Cellular Therapies Inc Ordinary Shares 0.0%
Value ($000) $6 Shares 47 Est. Cost $131.91 Unrealized
Cyberark Software Ltd Ordinary Shares 0.0%
Value ($000) $6 Shares 18 Est. Cost $338.00 Unrealized
BBCA JPMORGAN Betabuilders Canada Etf 0.0%
Value ($000) $6 Shares 85 Est. Cost $72.29 Unrealized
FTA First Trust Exchange-Traded Fund Iii Large Capital Value Alphadex 0.0%
Value ($000) $6 Shares 79 Est. Cost $76.72 Unrealized
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $6 Shares 30 Est. Cost $140.32 Unrealized +90.0%
BUFT First Trust Portfolios L.P Ft Vest Buffered Allocation Defensive Etf 0.0%
Value ($000) $6 Shares 269 Est. Cost $22.45 Unrealized
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $6 Shares 119 Est. Cost $49.93 Unrealized
VOD Vodafone Group PLC (New) 0.0%
Value ($000) $6 Shares 632 Est. Cost $8.90 Unrealized
ICF Ishares Tr Cohen & St Rlty 0.0%
Value ($000) $6 Shares 95 Est. Cost $60.26 Unrealized
BUFG First Trust Portfolios L.P Ft Vest Buffered Allocation Growth Etf 0.0%
Value ($000) $6 Shares 245 Est. Cost $23.79 Unrealized
NBIX Neurocrine Biosciences INC CORP COMMON 0.0%
Value ($000) $6 Shares 51 Est. Cost $123.68 Unrealized +2.4%
LGOV First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf 0.0%
Value ($000) $6 Shares 262 Est. Cost $21.50 Unrealized
NLR Vaneck Etf Trust Uranium Nuclear Energy 0.0%
Value ($000) $5 Shares 75 Est. Cost $73.27 Unrealized
AFLG First Trust Exchange-Traded Fund Viii Active Factor Large Cap Etf 0.0%
Value ($000) $5 Shares 156 Est. Cost $33.69 Unrealized
F Ford Mtr Co Del 0.0%
Value ($000) $5 Shares 514 Est. Cost $10.44 Unrealized -11.5%
HUBS Hubspot Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 9 Est. Cost $701.46 Unrealized 0.0%
Putnam Investments Premier Income Trust 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $3.56 Unrealized
MTN Vail Resorts Inc. Ordinary Shares 0.0%
Value ($000) $5 Shares 31 Est. Cost $166.20 Unrealized 0.0%
FTCS First Trust Exchange-Traded Fund Iii Capital Strength Etf 0.0%
Value ($000) $5 Shares 55 Est. Cost $89.64 Unrealized
FIIG First Trust Exchange-Traded Fund Iv Intermediate Duration Investment Grade Corporate Etf 0.0%
Value ($000) $5 Shares 237 Est. Cost $20.75 Unrealized
SHW Sherwin Williams CORP COMMON 0.0%
Value ($000) $5 Shares 14 Est. Cost $348.12 Unrealized 0.0%
Cohen & Steers Funds Reit And Preferred Income Fund, Inc. 0.0%
Value ($000) $5 Shares 218 Est. Cost $28.39 Unrealized
RDVY First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf 0.0%
Value ($000) $5 Shares 82 Est. Cost $58.54 Unrealized
ESEA Euroseas LTD 0.0%
Value ($000) $5 Shares 150 Est. Cost $26.44 Unrealized 0.0%
FDT First Trust Exchange-Traded Fund Iii Developed Markets ex-US Alphadex 0.0%
Value ($000) $5 Shares 78 Est. Cost $58.26 Unrealized
TLT Blackrock Institutional Trust Company N.A. Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $4 Shares 49 Est. Cost $91.02 Unrealized
NVAX Novavax INC CORP COMMON 0.0%
Value ($000) $4 Shares 660 Est. Cost $4.64 Unrealized +78.2%
PODD Insulet Corp COMMON 0.0%
Value ($000) $4 Shares 16 Est. Cost $270.64 Unrealized 0.0%
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $4 Shares 25 Est. Cost $89.06 Unrealized +87.4%
FEP First Trust Exchange-Traded Fund Iii Europe Alphadex 0.0%
Value ($000) $4 Shares 101 Est. Cost $40.83 Unrealized
CX Cemex Sab DE CV Spon ADR 5 Ord 0.0%
Value ($000) $4 Shares 720 Est. Cost $9.01 Unrealized
KRE Spdr Series Trust S&P Regional Banking Etf 0.0%
Value ($000) $4 Shares 70 Est. Cost $56.86 Unrealized
SJNK Spdr Series Trust Bloomberg Short Term High Yield Bond Etf 0.0%
Value ($000) $4 Shares 156 Est. Cost $25.16 Unrealized
LNT Alliant Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 60 Est. Cost $58.37 Unrealized +2.1%
FJP First Trust Exchange-Traded Fund Iii Japan Alphadex 0.0%
Value ($000) $4 Shares 70 Est. Cost $54.81 Unrealized
FSS Federal Signal Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 52 Est. Cost $88.89 Unrealized 0.0%
ITGR Integer Holdings Corp Ordinary Shares 0.0%
Value ($000) $4 Shares 32 Est. Cost $130.88 Unrealized 0.0%
FSIG First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf 0.0%
Value ($000) $4 Shares 193 Est. Cost $18.94 Unrealized
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 56 Est. Cost $58.09 Unrealized 0.0%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $3 Shares 600 Est. Cost $3.54 Unrealized
ROBT First Trust Exchange-Traded Fund Vi Nasdaq Artificial Intelligence And Robotics Etf 0.0%
Value ($000) $3 Shares 77 Est. Cost $40.68 Unrealized
IR Ingersoll Rand INC CORP COMMON 0.0%
Value ($000) $3 Shares 39 Est. Cost $87.04 Unrealized 0.0%
FEM First Trust Exchange-Traded Fund Iii Emerging Markets Alphadex 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.86 Unrealized
Gabelli Funds Dividend & Income Trust 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.13 Unrealized
Paramount Global CLASS B COMMON 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.96 Unrealized
MLPX Global X Funds Mlp & Energy Infrastructure Etf 0.0%
Value ($000) $3 Shares 46 Est. Cost $63.80 Unrealized
FTXO First Trust Exchange-Traded Fund Iii Nasdaq Bank Etf 0.0%
Value ($000) $3 Shares 94 Est. Cost $30.40 Unrealized
MOH Molina Healthcare Inc 0.0%
Value ($000) $3 Shares 8 Est. Cost $302.06 Unrealized 0.0%
XLC Ssga Active Trust Communication Services Select Sector Spdr Fund 0.0%
Value ($000) $3 Shares 27 Est. Cost $85.66 Unrealized
DXCM Dexcom INC CORP COMMON 0.0%
Value ($000) $2 Shares 36 Est. Cost $74.04 Unrealized +10.2%
AIRR First Trust Exchange-Traded Fund Iii Rba American Industrial Renaissance Etf 0.0%
Value ($000) $2 Shares 36 Est. Cost $68.22 Unrealized
FBT First Trust Exchange-Traded Fund Iii Nyse Arca Biotechnology Index 0.0%
Value ($000) $2 Shares 14 Est. Cost $170.14 Unrealized
ASTS Ast Spacemobile Inc Ordinary Shares - Class A 0.0%
Value ($000) $2 Shares 94 Est. Cost $22.55 Unrealized +13.4%
MELI Mercadolibre Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 1 Est. Cost $1984.94 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 9 Est. Cost $248.61 Unrealized 0.0%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $2 Shares 64 Est. Cost $22.69 Unrealized +65.1%
SU Suncor Energy Inc New F 0.0%
Value ($000) $2 Shares 51 Est. Cost $37.45 Unrealized 0.0%
BBWI Bath & Body Works Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 65 Est. Cost $34.48 Unrealized -1.2%
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 52 Est. Cost $29.66 Unrealized -8.1%
SNDR Schneider National Inc Ordinary Shares - Class B 0.0%
Value ($000) $2 Shares 76 Est. Cost $27.09 Unrealized 0.0%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $2 Shares 44 Est. Cost $48.65 Unrealized -28.9%
HOLX Hologic INC CORP COMMON 0.0%
Value ($000) $2 Shares 26 Est. Cost $66.26 Unrealized 0.0%
LNWO Light & Wonder Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 18 Est. Cost $93.70 Unrealized +2.8%
PWR Quanta Services Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $288.64 Unrealized 0.0%
ALB Albemarle Corp COMMON 0.0%
Value ($000) $2 Shares 21 Est. Cost $99.94 Unrealized -20.1%
WFRD Weatherford International Plc Ordinary Shares - New 0.0%
Value ($000) $1 Shares 25 Est. Cost $82.00 Unrealized -22.7%
OGN Organon & CO CORP COMMON 0.0%
Value ($000) $1 Shares 88 Est. Cost $15.85 Unrealized -4.7%
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.50 Unrealized -7.6%
Proshares Trust Ultrapro Short 0.0%
Value ($000) $1 Shares 48 Est. Cost $28.81 Unrealized
FINX Global X Funds Fintech Etf 0.0%
Value ($000) $1 Shares 44 Est. Cost $27.57 Unrealized
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $290.70 Unrealized -4.3%
RF Regions Financial Corp. Ordinary Shares 0.0%
Value ($000) $1 Shares 42 Est. Cost $22.41 Unrealized 0.0%
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 7 Est. Cost $133.97 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corp. Ordinary Shares - Class A 0.0%
Value ($000) $1 Shares 10 Est. Cost $80.25 Unrealized 0.0%
KEYS Keysight Technologies Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 5 Est. Cost $165.11 Unrealized 0.0%
DJT Trump Media & Technology Group Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $41.77 Unrealized -32.8%
KDP Keurig Dr Pepper INC CORP COMMON 0.0%
Value ($000) $1 Shares 19 Est. Cost $31.50 Unrealized 0.0%
BCS Barclays Plc ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $15.40 Unrealized
KR Kroger Co Com 0.0%
Value ($000) $1 Shares 8 Est. Cost $55.94 Unrealized +11.3%
Zimvie Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 49 Est. Cost $16.49 Unrealized
TRP Tc Energy Corporation Ordinary Shares 0.0%
Value ($000) $1 Shares 11 Est. Cost $45.47 Unrealized 0.0%
CME CME Group Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $242.42 Unrealized 0.0%
SMFG Sumitomo Mitsui Financial Group Inc ADR 0.0%
Value ($000) $1 Shares 33 Est. Cost $15.76 Unrealized
CCEP Coca-Cola Europacific Partners Plc Ordinary Shares 0.0%
Value ($000) $1 Shares 6 Est. Cost $79.48 Unrealized 0.0%
RPM RPM Intl Inc Common 0.0%
Value ($000) $0 Shares 4 Est. Cost $121.57 Unrealized 0.0%
DDOG Datadog Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $116.83 Unrealized +8.0%
TTD Trade Desk Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $90.47 Unrealized 0.0%
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.06 Unrealized 0.0%
KKR Kkr & Co. Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $136.88 Unrealized 0.0%
LPLA Lpl Financial Holdings INC CORP COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $348.21 Unrealized 0.0%
INO Inovio Pharmaceuticals INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $8.63 Unrealized -76.7%
SNOW Snowflake Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 2 Est. Cost $169.70 Unrealized 0.0%
IFF International Flavors & Fragrances Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 4 Est. Cost $80.64 Unrealized 0.0%
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized +10.2%
VRT Vertiv Holdings Co Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.29 Unrealized 0.0%
EHLD Euroholdings LTD 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.99 Unrealized 0.0%
CAVA Cava Group Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.42 Unrealized 0.0%
APP Applovin Corp Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.61 Unrealized 0.0%
IX Orix Corporation ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost $21.17 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $0 Shares 2 Est. Cost $116.83 Unrealized 0.0%
LUMN Lumen Technologies INC CORP COMMON 0.0%
Value ($000) $0 Shares 34 Est. Cost $1.56 Unrealized +218.9%
IOT Samsara Inc Ordinary Shares - Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost $46.57 Unrealized 0.0%
RIG Transocean Ordinary Shares Merger 0.0%
Value ($000) $0 Shares 23 Est. Cost $5.46 Unrealized -35.7%
Chargepoint Holdings INC CLASS A CORP COMMON 0.0%
Value ($000) $0 Shares 111 Est. Cost $36.04 Unrealized
Escrow Altegrity Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $3.75 Unrealized