AMERICAN NATIONAL BANK Diversified Active

CIK: 0001272164 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 21, 2025

Total Value ($000): $1,014,229 (100.0% shares, 0.0% debt)

Holdings (638)

GOOGL Alphabet Inc 5.7%
Value ($000) $57,973 Shares 238,472 Est. Cost $114.16 Unrealized +83.3%
MSFT Microsoft Corp Com 5.1%
Value ($000) $51,227 Shares 98,904 Est. Cost $147.53 Unrealized +244.8%
AAPL Apple Computer Inc 5.0%
Value ($000) $50,591 Shares 198,684 Est. Cost $120.21 Unrealized +87.7%
AMZN Amazon Com Inc 4.2%
Value ($000) $43,059 Shares 196,105 Est. Cost $123.93 Unrealized +82.6%
AVGO Broadcom Inc 3.7%
Value ($000) $37,220 Shares 112,818 Est. Cost $158.84 Unrealized +92.5%
GSSC GS ActiveBeta US Small Cap 3.5%
Value ($000) $35,297 Shares 471,318 Est. Cost $45.92 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 3.3%
Value ($000) $33,059 Shares 65,757 Est. Cost $258.00 Unrealized +87.7%
WMT Wal Mart Stores Inc Com 2.8%
Value ($000) $28,025 Shares 271,930 Est. Cost $53.36 Unrealized +86.0%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.7%
Value ($000) $27,132 Shares 659,975 Est. Cost $31.66 Unrealized
COST Costco Wholesale Corp Ordinary Shares 2.0%
Value ($000) $20,127 Shares 21,744 Est. Cost $309.08 Unrealized +209.5%
LMT Lockheed Martin Corp 1.9%
Value ($000) $19,169 Shares 38,399 Est. Cost $370.66 Unrealized +20.9%
ABBV Abbvie Inc 1.8%
Value ($000) $18,246 Shares 78,802 Est. Cost $121.99 Unrealized +65.6%
V VISA Inc 1.8%
Value ($000) $17,883 Shares 52,385 Est. Cost $166.67 Unrealized +107.1%
JPM JPMorgan Chase & Co Com 1.7%
Value ($000) $17,536 Shares 55,593 Est. Cost $106.35 Unrealized +178.3%
JNJ Johnson & Johnson Com 1.7%
Value ($000) $17,404 Shares 93,860 Est. Cost $129.15 Unrealized +31.2%
LIN Linde Plc. Ordinary Shares 1.7%
Value ($000) $16,943 Shares 35,669 Est. Cost $393.95 Unrealized +19.5%
AZO Autozone Inc. Ordinary Shares 1.7%
Value ($000) $16,736 Shares 3,901 Est. Cost $1792.35 Unrealized +123.8%
HD Home Depot Inc Com 1.6%
Value ($000) $16,021 Shares 39,539 Est. Cost $255.60 Unrealized +52.3%
CVX Chevron Corp New Com 1.5%
Value ($000) $14,912 Shares 96,027 Est. Cost $105.10 Unrealized +44.9%
KLAC KLA-Tencor Corp Common 1.5%
Value ($000) $14,760 Shares 13,684 Est. Cost $219.18 Unrealized +324.5%
LH Labcorp Holdings Inc. Ordinary Shares 1.4%
Value ($000) $14,393 Shares 50,140 Est. Cost $201.58 Unrealized +32.3%
NVDA Nvidia Corp 1.4%
Value ($000) $13,740 Shares 73,641 Est. Cost $105.98 Unrealized +64.5%
SYK Stryker Corp Com 1.3%
Value ($000) $13,538 Shares 36,623 Est. Cost $238.52 Unrealized +61.2%
GD General Dynamics Corp Com 1.3%
Value ($000) $13,100 Shares 38,416 Est. Cost $269.21 Unrealized +16.5%
CAT Caterpillar Inc Del Com 1.3%
Value ($000) $12,902 Shares 27,039 Est. Cost $194.47 Unrealized +118.7%
LLY Lilly Eli & Co Com 1.2%
Value ($000) $12,342 Shares 16,175 Est. Cost $570.68 Unrealized +30.1%
IVV Ishares Core S&P 500 ETF 1.2%
Value ($000) $11,827 Shares 17,671 Est. Cost $431.19 Unrealized
UNP Union Pac Corp Com 1.1%
Value ($000) $11,600 Shares 49,076 Est. Cost $172.15 Unrealized +29.6%
PEP Pepsico Inc Com 1.1%
Value ($000) $11,471 Shares 81,680 Est. Cost $145.70 Unrealized -3.6%
INTU Intuit Common 1.1%
Value ($000) $11,053 Shares 16,185 Est. Cost $477.64 Unrealized +50.6%
VZ Verizon Communications Com 1.1%
Value ($000) $10,770 Shares 245,057 Est. Cost $37.18 Unrealized +14.3%
ROP Roper Industries Inc 1.1%
Value ($000) $10,653 Shares 21,361 Est. Cost $371.07 Unrealized +43.2%
AMGN Amgen Inc Com 1.0%
Value ($000) $10,201 Shares 36,148 Est. Cost $225.84 Unrealized +26.9%
MDT Medtronic Plc, Dublin Shs 1.0%
Value ($000) $9,919 Shares 104,150 Est. Cost $79.33 Unrealized +15.1%
PG Procter & Gamble Co Com 1.0%
Value ($000) $9,803 Shares 63,802 Est. Cost $118.12 Unrealized +31.1%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.9%
Value ($000) $9,573 Shares 26,193 Est. Cost $237.14 Unrealized
MAR Marriott International INC CLASS A CORP COMMON 0.9%
Value ($000) $9,432 Shares 36,216 Est. Cost $181.03 Unrealized +47.8%
VLO Valero Energy Corp New Com 0.9%
Value ($000) $9,090 Shares 53,390 Est. Cost $81.82 Unrealized +80.7%
AMAT Applied Materials Inc. Ordinary Shares 0.9%
Value ($000) $8,635 Shares 42,177 Est. Cost $102.81 Unrealized +75.8%
APD Air Products & Chemicals Inc 0.8%
Value ($000) $8,412 Shares 30,845 Est. Cost $258.93 Unrealized +10.3%
XOM Exxon Mobil Corp Com 0.8%
Value ($000) $8,341 Shares 73,981 Est. Cost $94.00 Unrealized +16.7%
NEE Nextera Energy Inc 0.8%
Value ($000) $7,846 Shares 103,936 Est. Cost $67.43 Unrealized +7.1%
DIS Disney Walt Co Com 0.7%
Value ($000) $7,502 Shares 65,519 Est. Cost $93.19 Unrealized +25.5%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.7%
Value ($000) $7,166 Shares 175,942 Est. Cost $35.53 Unrealized
IJH Ishares Tr Core S&P Mid-Cap ETF 0.7%
Value ($000) $6,905 Shares 105,802 Est. Cost $96.99 Unrealized
SPY SPDR Tr Unit Ser 1 0.6%
Value ($000) $6,124 Shares 9,193 Est. Cost $376.84 Unrealized
MCD McDonalds Corp Com 0.6%
Value ($000) $5,816 Shares 19,140 Est. Cost $248.12 Unrealized +21.5%
Guaranty Bancshares Inc 0.6%
Value ($000) $5,725 Shares 117,439 Est. Cost $48.69 Unrealized
DIA SPDR Dow Jones Indl Average 0.5%
Value ($000) $5,310 Shares 11,450 Est. Cost $345.79 Unrealized
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.5%
Value ($000) $4,633 Shares 134,843 Est. Cost $33.93 Unrealized
GOOG Alphabet Inc Cap Stk Cl C 0.4%
Value ($000) $4,443 Shares 18,241 Est. Cost $151.98 Unrealized +38.1%
XLRE Real Estate Select Sector SPDR Fund 0.4%
Value ($000) $4,021 Shares 95,448 Est. Cost $41.90 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.4%
Value ($000) $3,697 Shares 28,378 Est. Cost $68.37 Unrealized
IBM International Business Mach Com 0.3%
Value ($000) $3,537 Shares 12,537 Est. Cost $203.39 Unrealized +27.6%
BRK/A Berkshire Hathaway Inc Del Cl A 0.3%
Value ($000) $3,017 Shares 4 Est. Cost $199512.94 Unrealized +264.3%
AGG Ishares Core Total US Bond 0.3%
Value ($000) $2,887 Shares 28,799 Est. Cost $99.12 Unrealized
LOW Lowes Cos Inc Com 0.3%
Value ($000) $2,821 Shares 11,225 Est. Cost $200.67 Unrealized +21.7%
IJR Ishares Tr Sp Smallcap 600 Index F 0.3%
Value ($000) $2,793 Shares 23,505 Est. Cost $93.83 Unrealized
META Meta Platforms Inc Ordinary Shares - Class A 0.3%
Value ($000) $2,754 Shares 3,750 Est. Cost $503.05 Unrealized +47.7%
ITW Illinois Works Inc Com 0.2%
Value ($000) $2,277 Shares 8,733 Est. Cost $187.37 Unrealized +37.3%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.2%
Value ($000) $2,274 Shares 3,788 Est. Cost $319.88 Unrealized
MSI Motorola Solutions Inc Com New 0.2%
Value ($000) $2,211 Shares 4,835 Est. Cost $199.34 Unrealized +124.9%
ADP Automatic Data Processing Incom 0.2%
Value ($000) $2,183 Shares 7,437 Est. Cost $202.30 Unrealized +47.2%
MRK Merck & Co Inc New 0.2%
Value ($000) $2,181 Shares 25,980 Est. Cost $87.26 Unrealized -7.2%
UNH Unitedhealth Group Inc Com 0.2%
Value ($000) $2,177 Shares 6,304 Est. Cost $276.65 Unrealized +8.1%
MA Mastercard Inc 0.2%
Value ($000) $2,161 Shares 3,800 Est. Cost $384.14 Unrealized +49.3%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.2%
Value ($000) $1,930 Shares 8,685 Est. Cost $203.83 Unrealized
DGX Quest Diagnostics, Inc. Ordinary Shares 0.2%
Value ($000) $1,928 Shares 10,114 Est. Cost $163.68 Unrealized +7.9%
ORI Old Republic International Corp COMMON 0.2%
Value ($000) $1,911 Shares 45,000 Est. Cost $35.39 Unrealized +1.8%
CNP Centerpoint Energy Inc 0.2%
Value ($000) $1,831 Shares 47,188 Est. Cost $36.53 Unrealized +2.5%
PKG Packaging Corp Of America COMMON 0.2%
Value ($000) $1,802 Shares 8,269 Est. Cost $205.23 Unrealized -0.6%
FAST Fastenal CO CORP COMMON 0.2%
Value ($000) $1,786 Shares 36,416 Est. Cost $29.06 Unrealized +61.6%
YUM Yum Brands Inc Com 0.2%
Value ($000) $1,602 Shares 10,540 Est. Cost $114.28 Unrealized +27.8%
UI Ubiquiti INC CORP COMMON 0.2%
Value ($000) $1,527 Shares 2,311 Est. Cost $122.54 Unrealized +307.4%
ADBE Adobe Sys Inc Com 0.1%
Value ($000) $1,468 Shares 4,163 Est. Cost $333.66 Unrealized +7.5%
ORCL Oracle Corp Com 0.1%
Value ($000) $1,455 Shares 5,172 Est. Cost $69.00 Unrealized +268.4%
SUB Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf 0.1%
Value ($000) $1,447 Shares 13,547 Est. Cost $105.60 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.1%
Value ($000) $1,397 Shares 27,910 Est. Cost $49.64 Unrealized
GE General Electric 0.1%
Value ($000) $1,382 Shares 4,593 Est. Cost $117.45 Unrealized +132.2%
AXP American Express Co Com 0.1%
Value ($000) $1,348 Shares 4,058 Est. Cost $167.28 Unrealized +89.2%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.1%
Value ($000) $1,306 Shares 56,605 Est. Cost $24.26 Unrealized
T AT&T Inc 0.1%
Value ($000) $1,264 Shares 44,766 Est. Cost $19.60 Unrealized +43.2%
ETN Eaton Corp PLC 0.1%
Value ($000) $1,194 Shares 3,190 Est. Cost $164.74 Unrealized +120.5%
ALLE Allegion Plc CORP COMMON 0.1%
Value ($000) $1,194 Shares 6,731 Est. Cost $109.39 Unrealized +51.0%
TXN Texas Instrs Inc Com 0.1%
Value ($000) $1,190 Shares 6,475 Est. Cost $136.56 Unrealized +41.5%
RTX RTX Corporation 0.1%
Value ($000) $1,168 Shares 6,982 Est. Cost $115.12 Unrealized +34.0%
VCSH Vanguard Short-term Corporate Bd ETF 0.1%
Value ($000) $1,148 Shares 14,365 Est. Cost $78.84 Unrealized
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $1,128 Shares 4,663 Est. Cost $197.89 Unrealized
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.1%
Value ($000) $1,119 Shares 19,019 Est. Cost $58.52 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $1,091 Shares 4,940 Est. Cost $199.15 Unrealized +12.3%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.1%
Value ($000) $1,084 Shares 9,800 Est. Cost $89.22 Unrealized
EPD LP Enterprise Partners 0.1%
Value ($000) $1,079 Shares 34,519 Est. Cost $29.71 Unrealized
MMM 3M Co Com 0.1%
Value ($000) $1,060 Shares 6,831 Est. Cost $81.09 Unrealized +88.8%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value ($000) $1,042 Shares 8,651 Est. Cost $87.39 Unrealized
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.1%
Value ($000) $1,036 Shares 10,068 Est. Cost $90.75 Unrealized
GRMN Garmin LTD 0.1%
Value ($000) $1,027 Shares 4,172 Est. Cost $104.96 Unrealized +118.2%
EOG EOG Resources Inc Com 0.1%
Value ($000) $1,019 Shares 9,089 Est. Cost $118.89 Unrealized -0.8%
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.1%
Value ($000) $1,019 Shares 14,359 Est. Cost $56.88 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value ($000) $1,015 Shares 5,264 Est. Cost $163.81 Unrealized +6.5%
DUK Duke Energy Corp New 0.1%
Value ($000) $1,012 Shares 8,176 Est. Cost $117.68 Unrealized +1.8%
PLD Prologis Inc 0.1%
Value ($000) $1,006 Shares 8,787 Est. Cost $108.28 Unrealized +0.0%
NOW Servicenow Inc Common 0.1%
Value ($000) $1,006 Shares 1,093 Est. Cost $102.59 Unrealized +82.1%
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $986 Shares 1,618 Est. Cost $445.80 Unrealized +26.4%
IAU Ishares Gold Trust Etf 0.1%
Value ($000) $979 Shares 13,451 Est. Cost $41.74 Unrealized
ABT Abbott Labs Com 0.1%
Value ($000) $939 Shares 7,014 Est. Cost $100.07 Unrealized +30.5%
FIDU Fidelity Msci Industrials Index Etf Indx 0.1%
Value ($000) $935 Shares 11,414 Est. Cost $69.67 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $929 Shares 14,056 Est. Cost $48.71 Unrealized +26.1%
CMI Cummins Inc 0.1%
Value ($000) $921 Shares 2,180 Est. Cost $354.32 Unrealized +7.4%
VTI Vanguard Total Stock Market 0.1%
Value ($000) $915 Shares 2,789 Est. Cost $221.42 Unrealized
PNR Pentair PLC 0.1%
Value ($000) $910 Shares 8,217 Est. Cost $53.96 Unrealized +97.3%
IWD Ishares Russell 1000 Value Index Fund 0.1%
Value ($000) $905 Shares 4,443 Est. Cost $177.81 Unrealized
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.1%
Value ($000) $890 Shares 9,217 Est. Cost $73.06 Unrealized
WSO Watsco INC CORP COMMON 0.1%
Value ($000) $881 Shares 2,180 Est. Cost $402.91 Unrealized +6.1%
BX Blackstone Group INC CORP COMMON 0.1%
Value ($000) $880 Shares 5,150 Est. Cost $134.73 Unrealized +25.8%
CL Colgate Palmolive Co Com 0.1%
Value ($000) $873 Shares 10,924 Est. Cost $68.28 Unrealized +23.9%
QCOM Qualcomm Inc Com 0.1%
Value ($000) $865 Shares 5,198 Est. Cost $140.42 Unrealized +11.9%
HSY The Hershey Company 0.1%
Value ($000) $851 Shares 4,551 Est. Cost $174.85 Unrealized +2.7%
TTC Toro Co. Ordinary Shares 0.1%
Value ($000) $850 Shares 11,151 Est. Cost $78.60 Unrealized -2.4%
EFA Ishares Msci Eafe Index Fund 0.1%
Value ($000) $839 Shares 8,984 Est. Cost $68.80 Unrealized
FNCL Fidelity Msci Financials Index Etf Indx 0.1%
Value ($000) $831 Shares 10,882 Est. Cost $67.78 Unrealized
CTAS Cintas Corp Common 0.1%
Value ($000) $804 Shares 3,919 Est. Cost $166.06 Unrealized +28.2%
PM Philip Morris Intl Inc 0.1%
Value ($000) $801 Shares 4,941 Est. Cost $142.37 Unrealized +16.0%
COP Conocophillips Com 0.1%
Value ($000) $791 Shares 8,359 Est. Cost $93.69 Unrealized -0.4%
BAC Bank of America Corporation Com 0.1%
Value ($000) $776 Shares 15,047 Est. Cost $32.71 Unrealized +47.8%
SUI Sun Communities, Inc. Ordinary Shares 0.1%
Value ($000) $774 Shares 6,000 Est. Cost $126.49 Unrealized
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.1%
Value ($000) $732 Shares 27,016 Est. Cost $31.75 Unrealized -9.9%
TROW T. Rowe Price Group INC T CORP COMMON 0.1%
Value ($000) $709 Shares 6,907 Est. Cost $97.79 Unrealized +5.1%
FHLC Fidelity Msci Health Care Index Etf Indx 0.1%
Value ($000) $709 Shares 10,597 Est. Cost $67.13 Unrealized
O Realty Income Corp 0.1%
Value ($000) $703 Shares 11,559 Est. Cost $54.17 Unrealized +5.1%
VTV Vanguard Value Index Fund Etf 0.1%
Value ($000) $682 Shares 3,659 Est. Cost $146.95 Unrealized
SO Southern Company 0.1%
Value ($000) $676 Shares 7,129 Est. Cost $83.37 Unrealized +10.6%
TSLA Tesla Mtrs Inc 0.1%
Value ($000) $642 Shares 1,443 Est. Cost $318.94 Unrealized +8.7%
LRCX Lam Research Corp. Ordinary Shares 0.1%
Value ($000) $631 Shares 4,709 Est. Cost $75.39 Unrealized +40.0%
GLW Corning Inc Com 0.1%
Value ($000) $630 Shares 7,684 Est. Cost $29.28 Unrealized +121.9%
PFE Pfizer Inc Com 0.1%
Value ($000) $629 Shares 24,688 Est. Cost $25.90 Unrealized -6.8%
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.1%
Value ($000) $619 Shares 12,412 Est. Cost $49.39 Unrealized
MAS Masco Corp COMMON 0.1%
Value ($000) $614 Shares 8,724 Est. Cost $56.21 Unrealized +24.4%
CTRA Coterra Energy Inc. 0.1%
Value ($000) $612 Shares 25,864 Est. Cost $24.07 Unrealized -1.1%
ITOT Ishares 1500 Index Fund 0.1%
Value ($000) $611 Shares 4,198 Est. Cost $107.52 Unrealized
OTIS Otis Worldwide Corp COMMON 0.1%
Value ($000) $600 Shares 6,558 Est. Cost $80.73 Unrealized +11.6%
FENY Fidelity Msci Energy Index Etf Indx 0.1%
Value ($000) $573 Shares 23,160 Est. Cost $24.71 Unrealized
INGR Ingredion Inc 0.1%
Value ($000) $556 Shares 4,552 Est. Cost $132.33 Unrealized -2.6%
DMLP Dorchester Minerals Lpcom Units 0.1%
Value ($000) $550 Shares 21,241 Est. Cost $30.08 Unrealized
GEV Ge Vernova INC CORP COMMON 0.1%
Value ($000) $547 Shares 889 Est. Cost $210.44 Unrealized +187.7%
CINF Cincinnati Financial Corp. Ordinary Shares 0.1%
Value ($000) $538 Shares 3,400 Est. Cost $140.91 Unrealized +6.6%
AOS A.O. Smith Corp. Ordinary Shares 0.1%
Value ($000) $537 Shares 7,320 Est. Cost $52.77 Unrealized +34.3%
FUTY Fidelity Msci Utilities Index Etf Indx 0.1%
Value ($000) $524 Shares 9,285 Est. Cost $48.77 Unrealized
GVIP Goldman Sachs Hedge Ind VIP ETF 0.1%
Value ($000) $523 Shares 3,412 Est. Cost $63.07 Unrealized
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $503 Shares 2,544 Est. Cost $152.51 Unrealized +25.5%
OMC Omnicom Group INC CORP COMMON 0.0%
Value ($000) $501 Shares 6,149 Est. Cost $79.55 Unrealized -6.6%
BIP Brookfield Infrastructure Partners L.P Unit 0.0%
Value ($000) $496 Shares 15,075 Est. Cost $33.50 Unrealized
BSX Boston Scientific Corp Com 0.0%
Value ($000) $492 Shares 5,041 Est. Cost $55.55 Unrealized +86.4%
SYY Sysco Corp Com 0.0%
Value ($000) $492 Shares 5,971 Est. Cost $71.19 Unrealized +10.8%
DHR Danaher Corp Com 0.0%
Value ($000) $486 Shares 2,451 Est. Cost $227.35 Unrealized -12.7%
NDAQ Nasdaq Stock Market 0.0%
Value ($000) $479 Shares 5,415 Est. Cost $60.54 Unrealized +52.2%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $467 Shares 9,883 Est. Cost $41.70 Unrealized +7.3%
BC Brunswick Corp. Ordinary Shares 0.0%
Value ($000) $464 Shares 7,343 Est. Cost $59.21 Unrealized +3.7%
MKC Mccormick & Co., Inc. Ordinary Shares (Non Voting) 0.0%
Value ($000) $462 Shares 6,912 Est. Cost $76.37 Unrealized -9.6%
BLK Blackrock Funding Inc Ordinary Shares 0.0%
Value ($000) $461 Shares 395 Est. Cost $991.97 Unrealized +11.8%
RMD Resmed INC CORP COMMON 0.0%
Value ($000) $458 Shares 1,673 Est. Cost $154.92 Unrealized +75.7%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.0%
Value ($000) $429 Shares 6,509 Est. Cost $54.63 Unrealized
CF CF Industries Holdings, Inc 0.0%
Value ($000) $427 Shares 4,764 Est. Cost $82.37 Unrealized +7.3%
SNA Snap On Inc Common 0.0%
Value ($000) $425 Shares 1,227 Est. Cost $331.47 Unrealized -2.3%
NKE Nike Inc Cl B 0.0%
Value ($000) $424 Shares 6,081 Est. Cost $70.57 Unrealized +4.6%
OZK Bank Ozk CORP COMMON 0.0%
Value ($000) $418 Shares 8,194 Est. Cost $44.97 Unrealized +11.4%
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.0%
Value ($000) $417 Shares 2,287 Est. Cost $151.49 Unrealized +7.0%
CRM Salesforce Inc Ordinary Shares 0.0%
Value ($000) $416 Shares 1,756 Est. Cost $181.08 Unrealized +38.9%
ARCC Ares Capital Corp COMMON 0.0%
Value ($000) $408 Shares 20,000 Est. Cost $21.33 Unrealized 0.0%
AMT American Tower Corp Reit 0.0%
Value ($000) $408 Shares 2,120 Est. Cost $197.47 Unrealized +3.6%
BKNG Booking Holdings Inc 0.0%
Value ($000) $405 Shares 75 Est. Cost $2035.98 Unrealized +173.3%
IWN CEF Ishares Russell 2000 Value 0.0%
Value ($000) $400 Shares 2,260 Est. Cost $137.02 Unrealized
MCO Moodys Corp Common 0.0%
Value ($000) $390 Shares 818 Est. Cost $276.52 Unrealized +81.8%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value ($000) $388 Shares 6,800 Est. Cost $57.21 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $384 Shares 5,790 Est. Cost $53.57 Unrealized +26.3%
MAIN Main Street Capital Corporation Ordinary Shares 0.0%
Value ($000) $382 Shares 6,000 Est. Cost $55.28 Unrealized +16.9%
MCY Mercury General Corp COMMON 0.0%
Value ($000) $382 Shares 4,500 Est. Cost $59.49 Unrealized +24.0%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value ($000) $381 Shares 1,960 Est. Cost $160.96 Unrealized
MPWR Monolithic Power Systems INC CORP COMMON 0.0%
Value ($000) $380 Shares 413 Est. Cost $473.73 Unrealized +70.6%
GILD Gilead Sciences Inc. Com 0.0%
Value ($000) $380 Shares 3,424 Est. Cost $65.10 Unrealized +72.5%
MS Morgan Stanley CORP COMMON 0.0%
Value ($000) $371 Shares 2,333 Est. Cost $82.53 Unrealized +77.4%
VNQ Vanguard REIT Viper VNQ 0.0%
Value ($000) $364 Shares 3,987 Est. Cost $78.41 Unrealized
NFLX Netflix Inc. Ordinary Shares 0.0%
Value ($000) $364 Shares 304 Est. Cost $51.05 Unrealized +139.1%
FNF Fidelity National Title Group 0.0%
Value ($000) $363 Shares 6,000 Est. Cost $55.11 Unrealized 0.0%
VEA Vanguard Ftse Developed Market ETF 0.0%
Value ($000) $354 Shares 5,911 Est. Cost $53.43 Unrealized
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value ($000) $341 Shares 6,894 Est. Cost $49.69 Unrealized
OHI Omega Healthcare Investors, Inc. Ordinary Shares 0.0%
Value ($000) $338 Shares 8,000 Est. Cost $41.94 Unrealized
WELL Welltower INC CORP COMMON 0.0%
Value ($000) $335 Shares 1,882 Est. Cost $161.41 Unrealized +1.2%
AJG Arthur J Gallagher & CO CORP COMMON 0.0%
Value ($000) $332 Shares 1,071 Est. Cost $196.00 Unrealized +53.2%
INTC Intel Corp Com 0.0%
Value ($000) $328 Shares 9,769 Est. Cost $31.85 Unrealized -23.9%
XLI Select Sec Amex Industrial Select 0.0%
Value ($000) $327 Shares 2,123 Est. Cost $105.93 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value ($000) $321 Shares 2,222 Est. Cost $87.98 Unrealized +50.3%
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $321 Shares 2,292 Est. Cost $108.38 Unrealized
ROK Rockwell Automation Inc Common 0.0%
Value ($000) $315 Shares 902 Est. Cost $262.06 Unrealized +31.1%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value ($000) $314 Shares 954 Est. Cost $259.96 Unrealized +23.9%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.0%
Value ($000) $302 Shares 1,027 Est. Cost $228.38 Unrealized
GGG Graco INC CORP COMMON 0.0%
Value ($000) $301 Shares 3,541 Est. Cost $81.04 Unrealized +4.8%
ZTS Zoetis 0.0%
Value ($000) $297 Shares 2,028 Est. Cost $146.38 Unrealized +2.8%
APO Apollo Global Management Inc Ordinary Shares - Class A (New) 0.0%
Value ($000) $296 Shares 2,220 Est. Cost $131.37 Unrealized +7.1%
MFC Manulife Finl Corp Common 0.0%
Value ($000) $294 Shares 9,429 Est. Cost $15.48 Unrealized +99.1%
XLY Select Sec SBI Consumer Discretinary 0.0%
Value ($000) $289 Shares 1,208 Est. Cost $152.92 Unrealized
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $287 Shares 612 Est. Cost $329.91 Unrealized
PGR Progressive Corp COMMON 0.0%
Value ($000) $286 Shares 1,158 Est. Cost $128.66 Unrealized +80.1%
CB Chubb Limited 0.0%
Value ($000) $283 Shares 1,003 Est. Cost $223.11 Unrealized +23.4%
DKS Dicks Sporting Goods Inc Oc-com 0.0%
Value ($000) $282 Shares 1,270 Est. Cost $215.64 Unrealized -0.0%
CBT Cabot Corp COMMON 0.0%
Value ($000) $281 Shares 3,700 Est. Cost $29.38 Unrealized +162.7%
ORLY OReilly Auto Inc New 0.0%
Value ($000) $280 Shares 2,595 Est. Cost $89.70 Unrealized +12.1%
XLF Financial Select Sector SPDR Fund 0.0%
Value ($000) $279 Shares 5,171 Est. Cost $34.13 Unrealized
TDTT Flexshares Trust Iboxx 3-Year Target Duration Tips Index Fund 0.0%
Value ($000) $262 Shares 10,754 Est. Cost $24.24 Unrealized
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value ($000) $259 Shares 2,964 Est. Cost $73.54 Unrealized
VHT Vanguard Health Care Etf 0.0%
Value ($000) $257 Shares 990 Est. Cost $252.68 Unrealized
DE Deere & Co Com 0.0%
Value ($000) $256 Shares 560 Est. Cost $264.88 Unrealized +84.8%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value ($000) $251 Shares 2,049 Est. Cost $149.94 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.0%
Value ($000) $247 Shares 3,360 Est. Cost $64.10 Unrealized
EFG Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf 0.0%
Value ($000) $241 Shares 2,118 Est. Cost $100.00 Unrealized
VBK Vanguard Group, Inc. Small Cap Growth Etf 0.0%
Value ($000) $241 Shares 810 Est. Cost $272.09 Unrealized
VUG Vanguard Growth Index Fund Etf 0.0%
Value ($000) $240 Shares 500 Est. Cost $353.30 Unrealized
EMR Emerson Elec Co Com 0.0%
Value ($000) $234 Shares 1,782 Est. Cost $90.56 Unrealized +49.6%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value ($000) $230 Shares 822 Est. Cost $108.31 Unrealized
NVS Novartis AG Spnsrd ADR 0.0%
Value ($000) $229 Shares 1,786 Est. Cost $97.24 Unrealized
ALL Allstate Corp Common 0.0%
Value ($000) $226 Shares 1,053 Est. Cost $199.90 Unrealized +0.2%
XLK Technology Select Sect SPDR 0.0%
Value ($000) $225 Shares 800 Est. Cost $76.58 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $223 Shares 2,150 Est. Cost $111.20 Unrealized -7.2%
SBUX Starbucks Corp Com 0.0%
Value ($000) $222 Shares 2,625 Est. Cost $83.23 Unrealized +6.4%
HAL Halliburton Co Com 0.0%
Value ($000) $221 Shares 9,000 Est. Cost $23.36 Unrealized -6.4%
EFV Ishares Msci Value Index Fund Eafe Etf 0.0%
Value ($000) $221 Shares 3,262 Est. Cost $58.94 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $221 Shares 3,490 Est. Cost $50.31 Unrealized +14.9%
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.0%
Value ($000) $220 Shares 2,748 Est. Cost $70.52 Unrealized
AZN Astrazeneca PLC 0.0%
Value ($000) $219 Shares 2,854 Est. Cost $56.03 Unrealized
MDLZ Mondelez International Cl A 0.0%
Value ($000) $219 Shares 3,500 Est. Cost $63.41 Unrealized 0.0%
GTY Getty Realty Corp. Ordinary Shares 0.0%
Value ($000) $216 Shares 8,044 Est. Cost $27.64 Unrealized
MUB Ishares Tr Natl AMT Free Muni Bd ETF 0.0%
Value ($000) $215 Shares 2,022 Est. Cost $104.48 Unrealized
IDA Idacorp Inc 0.0%
Value ($000) $215 Shares 1,627 Est. Cost $95.58 Unrealized +29.6%
KO Coca Cola Co Com 0.0%
Value ($000) $210 Shares 3,169 Est. Cost $51.88 Unrealized +30.9%
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.0%
Value ($000) $208 Shares 2,512 Est. Cost $80.23 Unrealized
VWO Vanguard Emerging Market ETF 0.0%
Value ($000) $205 Shares 3,784 Est. Cost $46.14 Unrealized
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value ($000) $197 Shares 2,644 Est. Cost $77.65 Unrealized -1.8%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $192 Shares 4,898 Est. Cost $60.74 Unrealized -25.9%
ENB Enbridge INC CORP COMMON 0.0%
Value ($000) $192 Shares 3,800 Est. Cost $43.75 Unrealized +5.4%
SPHY Spdr Series Trust Portfolio High Yield Bond Etf 0.0%
Value ($000) $192 Shares 8,002 Est. Cost $23.94 Unrealized
KDP Keurig Dr Pepper INC CORP COMMON 0.0%
Value ($000) $190 Shares 7,437 Est. Cost $30.82 Unrealized 0.0%
DPZ Dominos Pizza Inc Ordinary Shares 0.0%
Value ($000) $179 Shares 415 Est. Cost $388.36 Unrealized +16.1%
COF Capital One Finl Corp Com 0.0%
Value ($000) $173 Shares 815 Est. Cost $185.05 Unrealized +17.7%
SPGI S&P Global INC CORP COMMON 0.0%
Value ($000) $173 Shares 355 Est. Cost $362.95 Unrealized +47.1%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $171 Shares 280 Est. Cost $488.26 Unrealized
MNST Monster Beverage Corp New 0.0%
Value ($000) $171 Shares 2,540 Est. Cost $49.77 Unrealized +25.4%
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value ($000) $169 Shares 702 Est. Cost $165.58 Unrealized +39.6%
SONY Sony Corp ADR Amern Sh New 0.0%
Value ($000) $169 Shares 5,860 Est. Cost $30.09 Unrealized
OKE Oneok Inc New Com 0.0%
Value ($000) $166 Shares 2,270 Est. Cost $80.67 Unrealized -7.0%
KR Kroger Co Com 0.0%
Value ($000) $160 Shares 2,375 Est. Cost $69.01 Unrealized +0.1%
OGE OGE Energy Corp 0.0%
Value ($000) $159 Shares 3,440 Est. Cost $30.91 Unrealized +44.8%
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value ($000) $158 Shares 2,964 Est. Cost $43.26 Unrealized
ET Energy Transfer Partners LP 0.0%
Value ($000) $158 Shares 9,192 Est. Cost $17.28 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $157 Shares 800 Est. Cost $12.97 Unrealized +1304.6%
XLE Select Sec Shs Ben Int Usd 0.001 Energy 0.0%
Value ($000) $156 Shares 1,751 Est. Cost $89.91 Unrealized
BN Brookfield Corporation Ordinary Shares - Class A 0.0%
Value ($000) $154 Shares 2,250 Est. Cost $37.41 Unrealized +18.2%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value ($000) $150 Shares 925 Est. Cost $95.63 Unrealized +68.8%
SSB Southstate Bank Corp 0.0%
Value ($000) $148 Shares 1,500 Est. Cost $96.71 Unrealized 0.0%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.0%
Value ($000) $148 Shares 600 Est. Cost $247.12 Unrealized
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value ($000) $147 Shares 194 Est. Cost $374.39 Unrealized +96.3%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $146 Shares 409 Est. Cost $300.37 Unrealized +20.3%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $146 Shares 183 Est. Cost $294.41 Unrealized +149.6%
CSCO Cisco Sys Inc Com 0.0%
Value ($000) $141 Shares 2,056 Est. Cost $57.47 Unrealized +17.2%
TGT Target Corp Com 0.0%
Value ($000) $134 Shares 1,497 Est. Cost $115.85 Unrealized -16.5%
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.0%
Value ($000) $131 Shares 3,313 Est. Cost $39.68 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $129 Shares 288 Est. Cost $328.09 Unrealized +46.3%
YUMC Yum China Hldgs Inc Common 0.0%
Value ($000) $129 Shares 3,000 Est. Cost $50.10 Unrealized -9.3%
FAF First American Financial Corp COMMON 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $58.63 Unrealized +5.9%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value ($000) $128 Shares 655 Est. Cost $135.98 Unrealized
TMO Thermo Fisher Scientific Inc Com 0.0%
Value ($000) $127 Shares 262 Est. Cost $472.60 Unrealized -1.7%
TT Trane Technologies Plc CORP COMMON 0.0%
Value ($000) $125 Shares 297 Est. Cost $209.39 Unrealized +103.7%
ANET Arista Networks Inc 0.0%
Value ($000) $125 Shares 856 Est. Cost $102.84 Unrealized +25.2%
Nuveen Amt-free Municipal Credit Income Fund Amt Free Mncpl Crdt Incm Cf 0.0%
Value ($000) $120 Shares 9,789 Est. Cost $12.16 Unrealized
HON Honeywell Intl Inc Com 0.0%
Value ($000) $120 Shares 570 Est. Cost $184.37 Unrealized +12.3%
PSX Phillips 66 0.0%
Value ($000) $120 Shares 882 Est. Cost $101.87 Unrealized +24.1%
EW Edwards Lifesciences Corp COMMON 0.0%
Value ($000) $119 Shares 1,527 Est. Cost $82.17 Unrealized -4.9%
VGT Vanguard Information Technology Etf 0.0%
Value ($000) $118 Shares 158 Est. Cost $538.55 Unrealized
SBR Sabine Royalty Tr Unit Sh Ben Int 0.0%
Value ($000) $118 Shares 1,483 Est. Cost $49.66 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $118 Shares 331 Est. Cost $281.24 Unrealized
XLU Select Sector SPDR Utilities 0.0%
Value ($000) $115 Shares 1,324 Est. Cost $63.33 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value ($000) $114 Shares 4,033 Est. Cost $23.80 Unrealized +13.3%
MPLX Mplx Lp COMMON Unt 0.0%
Value ($000) $109 Shares 2,180 Est. Cost $50.00 Unrealized
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value ($000) $108 Shares 182 Est. Cost $402.57 Unrealized
FISV Fiserv Inc Common 0.0%
Value ($000) $108 Shares 841 Est. Cost $109.69 Unrealized +30.6%
BMY Bristol-Myers Squibb Co Com 0.0%
Value ($000) $108 Shares 2,401 Est. Cost $53.65 Unrealized -15.2%
WFC Wells Fargo & Co New Com 0.0%
Value ($000) $108 Shares 1,291 Est. Cost $40.89 Unrealized +96.8%
ADI Analog Devices Inc Com 0.0%
Value ($000) $108 Shares 439 Est. Cost $162.70 Unrealized +46.9%
FANG Diamondback Energy Inc Ordinary Shares 0.0%
Value ($000) $107 Shares 745 Est. Cost $116.67 Unrealized +20.7%
NOBL Proshares Trust S&P 500 Dividend Aristocrats Etf 0.0%
Value ($000) $105 Shares 1,022 Est. Cost $101.46 Unrealized
ACN Accenture Plc, Dublin Shsclass A 0.0%
Value ($000) $105 Shares 424 Est. Cost $196.39 Unrealized +32.7%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $103 Shares 854 Est. Cost $92.83 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $102 Shares 647 Est. Cost $73.12 Unrealized +110.0%
ADM Archer Daniels Midland Co Com 0.0%
Value ($000) $101 Shares 1,685 Est. Cost $59.96 Unrealized -3.7%
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value ($000) $101 Shares 900 Est. Cost $84.09 Unrealized +16.2%
RELX Relx Plc ADR 0.0%
Value ($000) $99 Shares 2,081 Est. Cost $24.51 Unrealized
GDX Vaneck Etf Trust Gold Miners 0.0%
Value ($000) $99 Shares 1,300 Est. Cost $52.06 Unrealized
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value ($000) $98 Shares 7,970 Est. Cost $6.72 Unrealized +37.8%
LECO Lincoln Electric Holdings Inc 0.0%
Value ($000) $96 Shares 407 Est. Cost $212.72 Unrealized +10.1%
XLV Health Care Select Sector 0.0%
Value ($000) $95 Shares 686 Est. Cost $137.57 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value ($000) $93 Shares 98 Est. Cost $530.99 Unrealized +88.5%
VIK Viking Holdings LTD 0.0%
Value ($000) $93 Shares 1,500 Est. Cost $30.16 Unrealized +97.7%
ICE Intercontinental Exchange Inc Common 0.0%
Value ($000) $92 Shares 548 Est. Cost $106.51 Unrealized +66.9%
BND Vanguard Total Bond Market 0.0%
Value ($000) $92 Shares 1,234 Est. Cost $73.61 Unrealized
IYM Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf 0.0%
Value ($000) $91 Shares 617 Est. Cost $134.80 Unrealized
APH Amphenol Corp New Class A 0.0%
Value ($000) $91 Shares 736 Est. Cost $49.99 Unrealized +118.8%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $91 Shares 435 Est. Cost $191.23 Unrealized
PAYX Paychex Inc. Com 0.0%
Value ($000) $90 Shares 712 Est. Cost $139.29 Unrealized -1.5%
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $90 Shares 377 Est. Cost $184.89 Unrealized +30.0%
ARES Ares Management Corp CLASS A COMMON 0.0%
Value ($000) $90 Shares 560 Est. Cost $168.35 Unrealized +5.9%
IGF Blackrock Institutional Trust Company N.A. Ishares Global Infrastructure Etf 0.0%
Value ($000) $87 Shares 1,430 Est. Cost $59.20 Unrealized
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value ($000) $87 Shares 1,870 Est. Cost $39.89 Unrealized
AFL AFLAC Inc Com 0.0%
Value ($000) $86 Shares 771 Est. Cost $76.50 Unrealized +36.2%
VRT Vertiv Holdings Co Ordinary Shares - Class A 0.0%
Value ($000) $84 Shares 559 Est. Cost $122.25 Unrealized +9.0%
HPQ HP INC 0.0%
Value ($000) $84 Shares 3,086 Est. Cost $24.47 Unrealized +6.8%
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $83 Shares 929 Est. Cost $72.03 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $82 Shares 663 Est. Cost $124.83 Unrealized +1.6%
AAAU Goldman Sachs Physical Gold Etf Trust 0.0%
Value ($000) $80 Shares 2,100 Est. Cost $26.03 Unrealized
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf 0.0%
Value ($000) $80 Shares 947 Est. Cost $82.59 Unrealized
EQIX Equinix INC Reit CORP COMMON 0.0%
Value ($000) $79 Shares 101 Est. Cost $864.58 Unrealized -10.5%
USMV Ishares Msci Usa Min Vol Factor Etf Fctr 0.0%
Value ($000) $78 Shares 821 Est. Cost $93.66 Unrealized
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value ($000) $77 Shares 377 Est. Cost $163.74 Unrealized +16.9%
PGX Invesco Capital Management LLC Preferred Etf 0.0%
Value ($000) $76 Shares 6,570 Est. Cost $11.60 Unrealized
IVE Ishares S&P 500 Value Etf 0.0%
Value ($000) $75 Shares 364 Est. Cost $189.38 Unrealized
ESGD Ishares Trust Esg Aware Msci Eafe Etf 0.0%
Value ($000) $74 Shares 800 Est. Cost $89.22 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $71 Shares 1,526 Est. Cost $39.97 Unrealized
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.0%
Value ($000) $71 Shares 500 Est. Cost $142.55 Unrealized
MCHP Microchip Technology Inc Common 0.0%
Value ($000) $71 Shares 1,100 Est. Cost $55.34 Unrealized +20.9%
OEF Ishares S&P 100 Index Fund Etf 0.0%
Value ($000) $71 Shares 212 Est. Cost $212.35 Unrealized
CFR Cullen Frost BK Inc 0.0%
Value ($000) $70 Shares 550 Est. Cost $127.51 Unrealized +0.6%
ACWI Ishares MSCI ACWI ERTF IV 0.0%
Value ($000) $69 Shares 500 Est. Cost $128.60 Unrealized
WTW Willis Towers Watson Plc CORP COMMON 0.0%
Value ($000) $69 Shares 200 Est. Cost $302.48 Unrealized +6.5%
BIPC Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting) 0.0%
Value ($000) $69 Shares 1,674 Est. Cost $37.46 Unrealized +6.4%
ASML ASML Holding N V 0.0%
Value ($000) $68 Shares 70 Est. Cost $630.48 Unrealized
AMG Affiliated Managers Group 0.0%
Value ($000) $66 Shares 277 Est. Cost $173.47 Unrealized +27.1%
VLTO Veralto Corp COMMON 0.0%
Value ($000) $66 Shares 619 Est. Cost $73.75 Unrealized +42.7%
MUSA Murphy USA Inc 0.0%
Value ($000) $64 Shares 166 Est. Cost $394.84 Unrealized 0.0%
SPSM Spdr Portfolio S&P 600 Small Cap Etf 0.0%
Value ($000) $63 Shares 1,359 Est. Cost $42.76 Unrealized
DTE DTE Energy Common 0.0%
Value ($000) $63 Shares 444 Est. Cost $106.11 Unrealized +27.1%
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value ($000) $62 Shares 738 Est. Cost $49.76 Unrealized +33.6%
SPMD Spdr Series Trust Portfolio S&p 400 Mid Cap Etf 0.0%
Value ($000) $61 Shares 1,059 Est. Cost $54.38 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value ($000) $60 Shares 1,071 Est. Cost $52.86 Unrealized
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value ($000) $59 Shares 3,032 Est. Cost $10.10 Unrealized +34.9%
CWB SPDR Barclays Cap Conv ETF 0.0%
Value ($000) $58 Shares 645 Est. Cost $48.02 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $58 Shares 590 Est. Cost $60.98 Unrealized +41.8%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $58 Shares 2,530 Est. Cost $31.82 Unrealized -23.6%
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value ($000) $58 Shares 276 Est. Cost $168.79 Unrealized
FDX FedEx Corp Com 0.0%
Value ($000) $58 Shares 245 Est. Cost $254.77 Unrealized -10.4%
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.0%
Value ($000) $57 Shares 302 Est. Cost $169.11 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $57 Shares 507 Est. Cost $82.18 Unrealized +31.7%
CI Cigna Group 0.0%
Value ($000) $56 Shares 196 Est. Cost $311.84 Unrealized -6.0%
EXR Extra Space Storage Inc. Ordinary Shares 0.0%
Value ($000) $56 Shares 400 Est. Cost $155.36 Unrealized -9.5%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.0%
Value ($000) $56 Shares 590 Est. Cost $94.12 Unrealized
EA Electronic Arts 0.0%
Value ($000) $55 Shares 275 Est. Cost $134.47 Unrealized +22.9%
BALL Ball Corp Com 0.0%
Value ($000) $55 Shares 1,100 Est. Cost $61.28 Unrealized -12.4%
ELV Elevance Health Inc Ordinary Shares 0.0%
Value ($000) $55 Shares 170 Est. Cost $466.22 Unrealized -33.9%
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value ($000) $54 Shares 235 Est. Cost $220.81 Unrealized +1.0%
CRGY Crescent Energy Co 0.0%
Value ($000) $53 Shares 5,935 Est. Cost $14.10 Unrealized -36.8%
HYLN Hyliion Holdings Corporation Ordinary Shares - Class A 0.0%
Value ($000) $52 Shares 26,583 Est. Cost $9.21 Unrealized -81.9%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $52 Shares 402 Est. Cost $110.09 Unrealized
CHKP Check Point Software Technologies Ltd. Ordinary Shares 0.0%
Value ($000) $52 Shares 250 Est. Cost $163.41 Unrealized +23.3%
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $52 Shares 687 Est. Cost $75.71 Unrealized -1.5%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $51 Shares 750 Est. Cost $62.61 Unrealized +15.3%
Virtus Investment Partners Diversified Income & Convertible Fund 0.0%
Value ($000) $50 Shares 2,082 Est. Cost $22.89 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $50 Shares 603 Est. Cost $75.46 Unrealized +3.3%
POOL Pool Corp COMMON 0.0%
Value ($000) $50 Shares 160 Est. Cost $351.69 Unrealized -11.5%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $49 Shares 2,015 Est. Cost $13.96 Unrealized +56.7%
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $49 Shares 511 Est. Cost $94.12 Unrealized
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value ($000) $48 Shares 340 Est. Cost $108.94 Unrealized
ESGE Ishares Trust Ishare Inc Esg Aware Msci Em Etf 0.0%
Value ($000) $48 Shares 1,100 Est. Cost $39.17 Unrealized
CE Celanese Corp Series A 0.0%
Value ($000) $48 Shares 1,135 Est. Cost $57.45 Unrealized -13.4%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value ($000) $46 Shares 459 Est. Cost $100.18 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance Inc Common 0.0%
Value ($000) $46 Shares 84 Est. Cost $384.10 Unrealized +33.4%
GIS General Mls Inc Com 0.0%
Value ($000) $45 Shares 900 Est. Cost $55.60 Unrealized -11.1%
GINN Goldman Sachs Etf Trust Innovate Equity 0.0%
Value ($000) $45 Shares 612 Est. Cost $33.95 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value ($000) $45 Shares 270 Est. Cost $69.91 Unrealized +82.8%
FNDF Schwab Fundamental International Equity ETF 0.0%
Value ($000) $45 Shares 1,046 Est. Cost $33.73 Unrealized
MLPB Ubs Ag London Branch Fr Sp Etn Redeem 02/04/2040 USD 25 - Ser B 0.0%
Value ($000) $44 Shares 1,780 Est. Cost $24.99 Unrealized
HST Host Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $43 Shares 2,511 Est. Cost $14.18 Unrealized +13.5%
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value ($000) $43 Shares 76 Est. Cost $674.95 Unrealized -16.4%
ATO ATMOS Energy Corp 0.0%
Value ($000) $43 Shares 250 Est. Cost $138.63 Unrealized +15.5%
CSX CSX Corp Com 0.0%
Value ($000) $43 Shares 1,201 Est. Cost $31.06 Unrealized +9.3%
DLTR Dollar Tree Inc 0.0%
Value ($000) $42 Shares 450 Est. Cost $77.17 Unrealized +38.7%
CNI Canadian National Railway Co. Ordinary Shares 0.0%
Value ($000) $42 Shares 450 Est. Cost $106.87 Unrealized -10.2%
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value ($000) $42 Shares 60 Est. Cost $309.40 Unrealized +126.0%
IFRA Ishares US Infrastructure Etf 0.0%
Value ($000) $42 Shares 789 Est. Cost $45.17 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $41 Shares 750 Est. Cost $40.68 Unrealized +29.3%
WFRD Weatherford International Plc Ordinary Shares - New 0.0%
Value ($000) $40 Shares 589 Est. Cost $47.88 Unrealized +24.1%
MORN Morningstar Inc Ordinary Shares 0.0%
Value ($000) $39 Shares 170 Est. Cost $296.03 Unrealized -10.0%
VB Vanguard Small Cap 0.0%
Value ($000) $39 Shares 154 Est. Cost $240.28 Unrealized
IWC Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf 0.0%
Value ($000) $39 Shares 259 Est. Cost $118.28 Unrealized
TRV Travelers Cos Inc 0.0%
Value ($000) $39 Shares 138 Est. Cost $229.44 Unrealized +15.9%
VFH Vanguard Group, Inc. Financials Etf 0.0%
Value ($000) $38 Shares 291 Est. Cost $127.30 Unrealized
DTM Dt Midstream INC CORP COMMON 0.0%
Value ($000) $38 Shares 335 Est. Cost $54.29 Unrealized +90.0%
ICSH Blackrock Institutional Trust Company N.A. Ishares Ultra Short Duration Bond Active Etf 0.0%
Value ($000) $38 Shares 740 Est. Cost $50.75 Unrealized
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.0%
Value ($000) $38 Shares 740 Est. Cost $50.73 Unrealized
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value ($000) $38 Shares 383 Est. Cost $75.17 Unrealized +24.4%
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.0%
Value ($000) $37 Shares 576 Est. Cost $63.93 Unrealized
ESI Element Solutions Inc Ordinary Shares 0.0%
Value ($000) $37 Shares 1,485 Est. Cost $20.78 Unrealized +19.4%
SOLV Solventum Corp COMMON 0.0%
Value ($000) $37 Shares 500 Est. Cost $60.70 Unrealized +20.8%
NTAP Netapp Inc Com 0.0%
Value ($000) $36 Shares 305 Est. Cost $95.10 Unrealized +16.5%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value ($000) $36 Shares 251 Est. Cost $122.38 Unrealized
XLC Ssga Active Trust Communication Services Select Sector Spdr Fund 0.0%
Value ($000) $36 Shares 300 Est. Cost $106.47 Unrealized
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value ($000) $35 Shares 885 Est. Cost $25.08 Unrealized
DVN Devon Energy Corp New Com 0.0%
Value ($000) $35 Shares 986 Est. Cost $34.18 Unrealized -1.6%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $35 Shares 115 Est. Cost $228.57 Unrealized +20.8%
CGW Invesco Capital Management LLC S&p Global Water Index Etf 0.0%
Value ($000) $34 Shares 531 Est. Cost $55.69 Unrealized
EIX Edison International CORP COMMON 0.0%
Value ($000) $34 Shares 617 Est. Cost $53.08 Unrealized +0.0%
PINS Pinterest Inc 0.0%
Value ($000) $34 Shares 1,050 Est. Cost $33.96 Unrealized +6.8%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value ($000) $34 Shares 645 Est. Cost $67.68 Unrealized -17.7%
Reaves Utility Income Fund Cf 0.0%
Value ($000) $34 Shares 850 Est. Cost $39.62 Unrealized
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value ($000) $33 Shares 174 Est. Cost $188.56 Unrealized -3.6%
ARE Alexandria Real Estate Equities INC Eq Reit CORP COMMON 0.0%
Value ($000) $33 Shares 395 Est. Cost $70.79 Unrealized +9.8%
CIVI Civitas Resources Inc Ordinary Shares New 0.0%
Value ($000) $33 Shares 1,003 Est. Cost $27.69 Unrealized +12.3%
IEV Blackrock Institutional Trust Company N.A. Ishares Europe Etf 0.0%
Value ($000) $32 Shares 490 Est. Cost $65.48 Unrealized
KRC Kilroy Realty Corp. Ordinary Shares 0.0%
Value ($000) $31 Shares 740 Est. Cost $34.31 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $31 Shares 63 Est. Cost $427.08 Unrealized +19.4%
VTEI Vanguard Intermediate Tax-Exempt Bond ETF 0.0%
Value ($000) $31 Shares 307 Est. Cost $99.20 Unrealized
SWKS Skyworks Solutions Inc Common 0.0%
Value ($000) $31 Shares 400 Est. Cost $83.34 Unrealized -12.1%
VTES Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf 0.0%
Value ($000) $31 Shares 300 Est. Cost $101.04 Unrealized
CVS CVS Corp Delaware 0.0%
Value ($000) $30 Shares 400 Est. Cost $86.09 Unrealized -21.2%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value ($000) $30 Shares 76 Est. Cost $435.32 Unrealized -4.0%
Unilever PLC Spons ADR New 0.0%
Value ($000) $30 Shares 500 Est. Cost $56.85 Unrealized
PFG Principal Financial Group INC CORP COMMON 0.0%
Value ($000) $29 Shares 349 Est. Cost $74.81 Unrealized +5.1%
EWBC East West Bancorp Inc. Com 0.0%
Value ($000) $29 Shares 270 Est. Cost $86.74 Unrealized +19.5%
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value ($000) $28 Shares 648 Est. Cost $20.28 Unrealized
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value ($000) $28 Shares 117 Est. Cost $71.80 Unrealized +136.4%
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value ($000) $28 Shares 475 Est. Cost $52.75 Unrealized +2.8%
QUS Spdr Msci Usa Strategicfactors Etf Strategicfactrs 0.0%
Value ($000) $27 Shares 160 Est. Cost $132.12 Unrealized
RF Regions Financial Corp. Ordinary Shares 0.0%
Value ($000) $27 Shares 1,027 Est. Cost $20.66 Unrealized +23.6%
IHI Ishares US Medical Devices ETF 0.0%
Value ($000) $27 Shares 450 Est. Cost $74.89 Unrealized
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value ($000) $27 Shares 352 Est. Cost $60.75 Unrealized
THO Thor Industries, Inc. Ordinary Shares 0.0%
Value ($000) $27 Shares 260 Est. Cost $77.74 Unrealized +28.3%
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value ($000) $27 Shares 671 Est. Cost $38.12 Unrealized 0.0%
CLX Clorox Co Del Com 0.0%
Value ($000) $27 Shares 217 Est. Cost $146.31 Unrealized -16.5%
FE Firstenergy Corp COMMON 0.0%
Value ($000) $27 Shares 581 Est. Cost $41.72 Unrealized +0.9%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value ($000) $26 Shares 190 Est. Cost $140.03 Unrealized 0.0%
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value ($000) $26 Shares 384 Est. Cost $41.20 Unrealized +52.4%
SNX Td Synnex Corp Ordinary Shares 0.0%
Value ($000) $26 Shares 159 Est. Cost $116.29 Unrealized +26.0%
ROST Ross Stores Inc 0.0%
Value ($000) $26 Shares 168 Est. Cost $142.18 Unrealized 0.0%
EWC Ishares Msci Canada Index Etf 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.55 Unrealized
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $25 Shares 170 Est. Cost $77.44 Unrealized +75.1%
TTD Trade Desk Inc Ordinary Shares - Class A 0.0%
Value ($000) $25 Shares 505 Est. Cost $64.20 Unrealized -1.2%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $25 Shares 243 Est. Cost $110.00 Unrealized -0.8%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $24 Shares 50 Est. Cost $255.40 Unrealized +87.6%
SMG Scotts Miracle-Gro Company Ordinary Shares - Class A 0.0%
Value ($000) $24 Shares 422 Est. Cost $55.60 Unrealized +10.2%
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value ($000) $24 Shares 264 Est. Cost $89.67 Unrealized 0.0%
TRIP Tripadvisor Inc. Ordinary Shares 0.0%
Value ($000) $24 Shares 1,451 Est. Cost $13.37 Unrealized +30.5%
XEL XCEL Energy Inc Com 0.0%
Value ($000) $23 Shares 290 Est. Cost $71.34 Unrealized 0.0%
D Dominion RES Inc VA New Com 0.0%
Value ($000) $23 Shares 382 Est. Cost $48.55 Unrealized +20.1%
VIG Vanguard Div Appreciation ETF 0.0%
Value ($000) $23 Shares 107 Est. Cost $171.68 Unrealized
GWX Spdr S&P International Small Cap Etf 0.0%
Value ($000) $23 Shares 565 Est. Cost $31.96 Unrealized
FDN First Trust Exchange-Traded Fund Iii Dow Jones Internet Index 0.0%
Value ($000) $23 Shares 81 Est. Cost $0.12 Unrealized
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value ($000) $23 Shares 278 Est. Cost $80.81 Unrealized
FR First Industrial Realty Trust, Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 437 Est. Cost $51.47 Unrealized
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.0%
Value ($000) $22 Shares 45 Est. Cost $432.92 Unrealized +5.0%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value ($000) $22 Shares 298 Est. Cost $66.43 Unrealized 0.0%
CGGO Capital Group Companies Inc Global Growth Equity Etf 0.0%
Value ($000) $22 Shares 630 Est. Cost $31.97 Unrealized
RIO Rio Tinto PLC Spon ADR 0.0%
Value ($000) $21 Shares 320 Est. Cost $64.17 Unrealized
FTNT Fortinet INC CORP COMMON 0.0%
Value ($000) $21 Shares 250 Est. Cost $88.94 Unrealized +0.3%
PK Park Hotels & Resorts Inc Ordinary Shares 0.0%
Value ($000) $21 Shares 1,897 Est. Cost $10.23 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $20 Shares 67 Est. Cost $236.31 Unrealized +14.8%
COWZ Pacer Funds Trust US Cash Cows 100 Etf 0.0%
Value ($000) $20 Shares 356 Est. Cost $55.10 Unrealized
SMH Vaneck Etf Trust Semiconductor 0.0%
Value ($000) $20 Shares 62 Est. Cost $278.89 Unrealized
AEE Ameren Corp Com 0.0%
Value ($000) $20 Shares 193 Est. Cost $69.05 Unrealized +42.8%
APA APA Corp (Us) COMMON 0.0%
Value ($000) $20 Shares 828 Est. Cost $16.87 Unrealized +23.5%
RYN Rayonier INC Reit CORP COMMON 0.0%
Value ($000) $20 Shares 754 Est. Cost $26.54 Unrealized
FIX Comfort Systems Usa, Inc. Ordinary Shares 0.0%
Value ($000) $19 Shares 23 Est. Cost $402.00 Unrealized +68.4%
ELF e.l.f. Beauty Inc Ordinary Shares 0.0%
Value ($000) $19 Shares 141 Est. Cost $85.34 Unrealized +44.5%
SLB SLB Limited 0.0%
Value ($000) $18 Shares 530 Est. Cost $45.87 Unrealized -25.1%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $18 Shares 696 Est. Cost $20.71 Unrealized
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value ($000) $18 Shares 915 Est. Cost $17.57 Unrealized -0.6%
ING ING Groep NV Spons ADR 0.0%
Value ($000) $17 Shares 659 Est. Cost $17.14 Unrealized
VNOM Viper Energy Inc 0.0%
Value ($000) $17 Shares 449 Est. Cost $38.10 Unrealized 0.0%
TDIV First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index 0.0%
Value ($000) $17 Shares 174 Est. Cost $73.61 Unrealized
APLE Apple Hospitality Reit Inc Ordinary Shares 0.0%
Value ($000) $17 Shares 1,428 Est. Cost $14.85 Unrealized
FTV Fortive Corp Ordinary Shares 0.0%
Value ($000) $17 Shares 350 Est. Cost $58.48 Unrealized -15.9%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value ($000) $17 Shares 120 Est. Cost $113.75 Unrealized
IEI Blackrock Institutional Trust Company N.A. Ishares 3-7 Year Treasury Bond Etf 0.0%
Value ($000) $17 Shares 141 Est. Cost $119.09 Unrealized
NAGE Niagen Bioscience Inc. 0.0%
Value ($000) $17 Shares 1,784 Est. Cost $5.47 Unrealized +84.4%
SDVY First Trust Exchange-Traded Fund Vi Smid Cap Rising Dividend Achievers Etf 0.0%
Value ($000) $16 Shares 420 Est. Cost $35.28 Unrealized
XLP Select Sec Amex Consumer Staples 0.0%
Value ($000) $16 Shares 199 Est. Cost $80.97 Unrealized
BRKR Bruker Corp Ordinary Shares 0.0%
Value ($000) $15 Shares 477 Est. Cost $38.48 Unrealized -7.6%
Total S.A. ADR 0.0%
Value ($000) $15 Shares 257 Est. Cost $57.97 Unrealized
SAIA Saia Inc. Ordinary Shares 0.0%
Value ($000) $15 Shares 51 Est. Cost $284.94 Unrealized +5.9%
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 181 Est. Cost $70.74 Unrealized +3.9%
MFS Investment Management Municipal Income Trust 0.0%
Value ($000) $15 Shares 2,820 Est. Cost $5.36 Unrealized
XLB Materials Select Sector SPDR Fund 0.0%
Value ($000) $15 Shares 169 Est. Cost $87.81 Unrealized
NU Nu Holdings Ltd Ordinary Shares Class A 0.0%
Value ($000) $15 Shares 943 Est. Cost $13.95 Unrealized 0.0%
CPT Camden Property Trust Ordinary Shares 0.0%
Value ($000) $15 Shares 140 Est. Cost $107.74 Unrealized 0.0%
KBR Kbr Inc Ordinary Shares 0.0%
Value ($000) $15 Shares 309 Est. Cost $48.19 Unrealized 0.0%
RITM Rithm Capital Corp COMMON 0.0%
Value ($000) $14 Shares 1,271 Est. Cost $10.68 Unrealized
SPYV Spdr Series Trust Portfolio S&p 500 Value Etf 0.0%
Value ($000) $14 Shares 260 Est. Cost $39.36 Unrealized
IT Gartner, Inc. Ordinary Shares 0.0%
Value ($000) $14 Shares 53 Est. Cost $291.66 Unrealized 0.0%
LMBS First Trust Exchange-Traded Fund Iii Low Duration Opportunities Etf 0.0%
Value ($000) $14 Shares 279 Est. Cost $49.16 Unrealized
MRNA Moderna INC CORP COMMON 0.0%
Value ($000) $13 Shares 521 Est. Cost $99.16 Unrealized -71.9%
BA Boeing Co Com 0.0%
Value ($000) $13 Shares 62 Est. Cost $212.09 Unrealized +6.3%
AZTA Azenta Inc Ordinary Shares 0.0%
Value ($000) $13 Shares 464 Est. Cost $28.14 Unrealized +10.2%
DVA Davita Healthcare Partnersinc Common 0.0%
Value ($000) $13 Shares 100 Est. Cost $137.31 Unrealized 0.0%
AA Alcoa Corp COMMON 0.0%
Value ($000) $13 Shares 402 Est. Cost $26.80 Unrealized +15.5%
IWS Ishares Russell Midcap Value 0.0%
Value ($000) $13 Shares 94 Est. Cost $86.15 Unrealized
FTGS First Trust Exchange-Traded Fund Growth Strength Etf 0.0%
Value ($000) $13 Shares 363 Est. Cost $29.75 Unrealized
GPK Graphic Packaging Holding Co Ordinary Shares 0.0%
Value ($000) $13 Shares 652 Est. Cost $21.74 Unrealized 0.0%
TEL Te Connectivity Plc Registered Shares 0.0%
Value ($000) $13 Shares 58 Est. Cost $183.50 Unrealized +9.0%
NUE Nucor Corp COMMON 0.0%
Value ($000) $13 Shares 94 Est. Cost $115.51 Unrealized +21.6%
SLV ETF Ishares Silver Tr 0.0%
Value ($000) $13 Shares 300 Est. Cost $22.29 Unrealized
RHI Robert Half Inc 0.0%
Value ($000) $13 Shares 374 Est. Cost $71.89 Unrealized -47.8%
CPB Campbells Co (The) Ordinary Shares 0.0%
Value ($000) $13 Shares 400 Est. Cost $31.91 Unrealized 0.0%
GBTC Grayscale Bitcoin Trust (Btc) CORP COMMON 0.0%
Value ($000) $13 Shares 140 Est. Cost $74.02 Unrealized
CHE Chemed Corp. Ordinary Shares 0.0%
Value ($000) $13 Shares 28 Est. Cost $451.98 Unrealized 0.0%
DRI Darden Restaurants Inc Common 0.0%
Value ($000) $12 Shares 65 Est. Cost $203.79 Unrealized 0.0%
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $12 Shares 85 Est. Cost $68.27 Unrealized +89.2%
ARKB Ark 21shares Bitcoin Etf 0.0%
Value ($000) $12 Shares 315 Est. Cost $54.95 Unrealized
MTCH Match Group Inc. Ordinary Shares - New 0.0%
Value ($000) $12 Shares 337 Est. Cost $35.47 Unrealized 0.0%
FERG Ferguson Enterprises Inc. Ordinary Shares 0.0%
Value ($000) $12 Shares 53 Est. Cost $194.48 Unrealized +15.6%
HYD Vaneck High Yield Muni Etf 0.0%
Value ($000) $12 Shares 229 Est. Cost $50.90 Unrealized
CXT Crane Nxt Co Ordinary Shares 0.0%
Value ($000) $11 Shares 164 Est. Cost $59.28 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value ($000) $11 Shares 240 Est. Cost $36.51 Unrealized +18.8%
PAA Plains All American Pipeline 0.0%
Value ($000) $10 Shares 610 Est. Cost $17.12 Unrealized
LPX Louisiana-pacific Corp Louisiana Pacific COMMON 0.0%
Value ($000) $10 Shares 117 Est. Cost $92.32 Unrealized 0.0%
A Agilent Technologies Inc 0.0%
Value ($000) $10 Shares 80 Est. Cost $135.18 Unrealized -10.8%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $10 Shares 366 Est. Cost $25.30 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $10 Shares 103 Est. Cost $96.91 Unrealized 0.0%
RSG Republic Services Inc 0.0%
Value ($000) $10 Shares 44 Est. Cost $144.29 Unrealized +61.7%
IEX IDEX Corp 0.0%
Value ($000) $10 Shares 62 Est. Cost $175.50 Unrealized -4.2%
WMS Advanced Drainage Systems Inc Ordinary Shares 0.0%
Value ($000) $10 Shares 71 Est. Cost $131.06 Unrealized 0.0%
EMN Eastman Chemical CO CORP COMMON 0.0%
Value ($000) $10 Shares 151 Est. Cost $68.19 Unrealized 0.0%
ARM Arm Holdings plc. ADR 0.0%
Value ($000) $9 Shares 67 Est. Cost $161.74 Unrealized
TSCO Tractor Supply Co Com 0.0%
Value ($000) $9 Shares 165 Est. Cost $52.25 Unrealized +12.0%
UPS United Parcel Service 0.0%
Value ($000) $9 Shares 111 Est. Cost $135.41 Unrealized -34.9%
SCCO Southern Copper Corp 0.0%
Value ($000) $9 Shares 76 Est. Cost $87.06 Unrealized +12.3%
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $9.70 Unrealized -46.0%
SAM Boston Beer Co A 0.0%
Value ($000) $9 Shares 42 Est. Cost $212.75 Unrealized 0.0%
FIXD First Trust Exchange-Traded Fund Viii First Trust Smith Opportunistic Fixed Income ETF 0.0%
Value ($000) $9 Shares 198 Est. Cost $43.84 Unrealized
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value ($000) $9 Shares 49 Est. Cost $349.84 Unrealized -42.7%
SCHW Schwab Charles Corp New Com 0.0%
Value ($000) $9 Shares 90 Est. Cost $56.12 Unrealized +68.5%
LSCC Lattice Semiconductor Corp COMMON 0.0%
Value ($000) $8 Shares 114 Est. Cost $73.32 Unrealized
DYNF Blackrock Etf Trust Ishares U.S. Equity Factor Rotation Active 0.0%
Value ($000) $8 Shares 140 Est. Cost $54.46 Unrealized
FTCB First Trust Exchange-Traded Fund Iv Core Investment Grade Etf 0.0%
Value ($000) $8 Shares 383 Est. Cost $20.99 Unrealized
FRPT Freshpet Inc Ordinary Shares 0.0%
Value ($000) $8 Shares 146 Est. Cost $78.11 Unrealized -20.7%
NHI National Health Investors, Inc. Ordinary Shares 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.12 Unrealized
FVD First Trust Exchange-Traded Fund Iii Value Line Dividend Index 0.0%
Value ($000) $8 Shares 166 Est. Cost $44.59 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $8 Shares 91 Est. Cost $69.39 Unrealized 0.0%
SU Suncor Energy Inc New F 0.0%
Value ($000) $8 Shares 180 Est. Cost $40.11 Unrealized 0.0%
PODD Insulet Corp COMMON 0.0%
Value ($000) $7 Shares 24 Est. Cost $276.63 Unrealized +13.3%
SNPS Synopsys Inc Com 0.0%
Value ($000) $7 Shares 15 Est. Cost $519.89 Unrealized +8.7%
EBAY Ebay Inc Com 0.0%
Value ($000) $7 Shares 81 Est. Cost $48.08 Unrealized +82.9%
AES AES Corp Com 0.0%
Value ($000) $7 Shares 554 Est. Cost $12.77 Unrealized 0.0%
DOCU Docusign INC CORP COMMON 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.06 Unrealized 0.0%
LEN Lennar Corp CLASS A COMMON 0.0%
Value ($000) $7 Shares 57 Est. Cost $123.58 Unrealized 0.0%
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value ($000) $7 Shares 20 Est. Cost $339.07 Unrealized 0.0%
MRSH Marsh & McLennan Cos Inc Common 0.0%
Value ($000) $7 Shares 33 Est. Cost $193.95 Unrealized +5.2%
BUFG First Trust Portfolios L.P Ft Vest Buffered Allocation Growth Etf 0.0%
Value ($000) $7 Shares 245 Est. Cost $23.79 Unrealized
FTA First Trust Exchange-Traded Fund Iii Large Capital Value Alphadex 0.0%
Value ($000) $7 Shares 79 Est. Cost $76.72 Unrealized
INSP Inspire Medical Systems INC CORP COMMON 0.0%
Value ($000) $7 Shares 88 Est. Cost $101.25 Unrealized 0.0%
BUFT First Trust Portfolios L.P Ft Vest Buffered Allocation Defensive Etf 0.0%
Value ($000) $6 Shares 269 Est. Cost $22.45 Unrealized
SAP SAP Sponsored 0.0%
Value ($000) $6 Shares 24 Est. Cost $130.71 Unrealized
FSS Federal Signal Corp. Ordinary Shares 0.0%
Value ($000) $6 Shares 52 Est. Cost $88.89 Unrealized +34.8%
KD Kyndryl Holdings INC CORP COMMON 0.0%
Value ($000) $6 Shares 204 Est. Cost $30.69 Unrealized +11.9%
AFLG First Trust Exchange-Traded Fund Viii Active Factor Large Cap Etf 0.0%
Value ($000) $6 Shares 156 Est. Cost $33.69 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $6 Shares 188 Est. Cost $39.68 Unrealized -16.4%
FDT First Trust Exchange-Traded Fund Iii Developed Markets ex-US Alphadex 0.0%
Value ($000) $6 Shares 78 Est. Cost $58.26 Unrealized
LGOV First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf 0.0%
Value ($000) $6 Shares 262 Est. Cost $21.50 Unrealized
SKYY First Trust Exchange-Traded Fund Iii Cloud Computing Etf 0.0%
Value ($000) $6 Shares 42 Est. Cost $121.64 Unrealized
IBB Ishares Tr Nasdaq Biotechnology ETF 0.0%
Value ($000) $6 Shares 39 Est. Cost $126.51 Unrealized
RDVY First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf 0.0%
Value ($000) $6 Shares 82 Est. Cost $58.54 Unrealized
HLT Hilton Worldwide Holdings Inc Ordinary Shares 0.0%
Value ($000) $5 Shares 20 Est. Cost $270.09 Unrealized 0.0%
FEP First Trust Exchange-Traded Fund Iii Europe Alphadex 0.0%
Value ($000) $5 Shares 101 Est. Cost $40.83 Unrealized
FTCS First Trust Exchange-Traded Fund Iii Capital Strength Etf 0.0%
Value ($000) $5 Shares 55 Est. Cost $89.64 Unrealized
RAL Ralliant Corp. Ordinary Shares 0.0%
Value ($000) $5 Shares 116 Est. Cost $44.46 Unrealized 0.0%
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
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.0%
Value ($000) $5 Shares 24 Est. Cost $188.63 Unrealized
Cohen & Steers Funds Reit And Preferred Income Fund, Inc. 0.0%
Value ($000) $5 Shares 218 Est. Cost $28.39 Unrealized
KBWB Invesco Capital Management LLC Kbw Bank Etf 0.0%
Value ($000) $5 Shares 62 Est. Cost $71.61 Unrealized
SPG Simon Ppty Group Inc New Com 0.0%
Value ($000) $5 Shares 25 Est. Cost $89.06 Unrealized +89.8%
ASTS Ast Spacemobile Inc Ordinary Shares - Class A 0.0%
Value ($000) $5 Shares 94 Est. Cost $22.55 Unrealized +113.7%
FJP First Trust Exchange-Traded Fund Iii Japan Alphadex 0.0%
Value ($000) $5 Shares 70 Est. Cost $54.81 Unrealized
CSV Carriage Services, Inc. Ordinary Shares 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.39 Unrealized +8.5%
KRE Spdr Series Trust S&p Regional Banking Etf 0.0%
Value ($000) $4 Shares 70 Est. Cost $58.68 Unrealized
PAVE Global X Funds U.S. Infrastructure Development Etf 0.0%
Value ($000) $4 Shares 88 Est. Cost $43.58 Unrealized
KEX Kirby Corporation 0.0%
Value ($000) $4 Shares 50 Est. Cost $100.46 Unrealized 0.0%
MTB M&T Bank Corp COMMON 0.0%
Value ($000) $4 Shares 21 Est. Cost $172.90 Unrealized +12.0%
LNT Alliant Energy Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 60 Est. Cost $58.37 Unrealized +9.4%
SJNK Spdr Series Trust Bloomberg Short Term High Yield Bond Etf 0.0%
Value ($000) $4 Shares 156 Est. Cost $25.16 Unrealized
HBAN Huntington Bancshares Inc Common 0.0%
Value ($000) $4 Shares 231 Est. Cost $14.70 Unrealized +14.4%
BBJP JPMORGAN Betabuilders Japan Etf 0.0%
Value ($000) $4 Shares 60 Est. Cost $59.28 Unrealized
GILT Gilat Satellite Networks LTD 0.0%
Value ($000) $4 Shares 300 Est. Cost $6.23 Unrealized +47.4%
WBS Webster Financial Corp. Ordinary Shares 0.0%
Value ($000) $4 Shares 65 Est. Cost $49.85 Unrealized +19.5%
TXT Textron Inc Com 0.0%
Value ($000) $4 Shares 45 Est. Cost $72.30 Unrealized +12.6%
SOXX Blackrock Institutional Trust Company N.A. Ishares Semiconductor Etf 0.0%
Value ($000) $4 Shares 14 Est. Cost $271.14 Unrealized
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
FEM First Trust Exchange-Traded Fund Iii Emerging Markets Alphadex 0.0%
Value ($000) $4 Shares 136 Est. Cost $22.86 Unrealized
TOST Toast Inc Ordinary Shares - Class A 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.30 Unrealized +10.5%
GM General Motors Co 0.0%
Value ($000) $4 Shares 58 Est. Cost $36.85 Unrealized +50.8%
AIRR First Trust Exchange-Traded Fund Iii Rba American Industrial Renaissance Etf 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.22 Unrealized
AIRO Airo Group Holdings Inc 0.0%
Value ($000) $3 Shares 175 Est. Cost $21.92 Unrealized 0.0%
FTXO First Trust Exchange-Traded Fund Iii Nasdaq Bank Etf 0.0%
Value ($000) $3 Shares 94 Est. Cost $30.40 Unrealized
BBEU JPMORGAN Betabuilders Europe Etf 0.0%
Value ($000) $3 Shares 44 Est. Cost $62.34 Unrealized
ED Consolidated Edison INC CORP COMMON 0.0%
Value ($000) $3 Shares 30 Est. Cost $99.12 Unrealized 0.0%
FMC FMC Corporation 0.0%
Value ($000) $3 Shares 89 Est. Cost $38.30 Unrealized -0.4%
Nuveen Municipal High Income Opportunity Fund 0.0%
Value ($000) $3 Shares 281 Est. Cost $10.59 Unrealized
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value ($000) $3 Shares 85 Est. Cost $38.56 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $3 Shares 7 Est. Cost $293.23 Unrealized +32.5%
MLPX Global X Funds Mlp & Energy Infrastructure Etf 0.0%
Value ($000) $3 Shares 46 Est. Cost $63.80 Unrealized
ONEQ Fidelity Covington Trust Nasdaq Composite Index Etf 0.0%
Value ($000) $3 Shares 30 Est. Cost $89.13 Unrealized
FBT First Trust Exchange-Traded Fund Iii Nyse Arca Biotechnology Index 0.0%
Value ($000) $3 Shares 14 Est. Cost $170.14 Unrealized
WU The Western Union Co 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.69 Unrealized
BBCA JPMORGAN Betabuilders Canada Etf 0.0%
Value ($000) $2 Shares 26 Est. Cost $72.29 Unrealized
SOC Sable Offshore Corp. Ordinary Shares 0.0%
Value ($000) $2 Shares 124 Est. Cost $23.26 Unrealized +10.2%
XOVR Entrepreneurshares Series Trust Ershares Private-Public Crossover Etf 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.12 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $2 Shares 13 Est. Cost $138.06 Unrealized 0.0%
BBWI Bath & Body Works Inc Ordinary Shares 0.0%
Value ($000) $2 Shares 65 Est. Cost $34.48 Unrealized -16.2%
DINO Hf Sinclair Corp COMMON 0.0%
Value ($000) $2 Shares 30 Est. Cost $33.51 Unrealized +39.4%
DXCM Dexcom INC CORP COMMON 0.0%
Value ($000) $2 Shares 23 Est. Cost $74.04 Unrealized +6.9%
WY Weyerhaeuser Co 0.0%
Value ($000) $1 Shares 60 Est. Cost $25.57 Unrealized -1.5%
CDNA Caredx Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.26 Unrealized 0.0%
GASS Stealthgas Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.73 Unrealized +21.0%
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 56 Est. Cost $25.50 Unrealized -9.3%
F Ford Mtr Co Del 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.44 Unrealized +8.5%
APT Alpha Pro Tech Ltd. Ordinary Shares 0.0%
Value ($000) $1 Shares 200 Est. Cost $4.53 Unrealized +5.6%
NSYS Nortech Systems Inc. Ordinary Shares 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.71 Unrealized +2.2%
SRVR Pacer Funds Trust Data & Infrastructure Real Estate Etf 0.0%
Value ($000) $1 Shares 28 Est. Cost $32.32 Unrealized
AVNS Avanos Med Inc 0.0%
Value ($000) $1 Shares 76 Est. Cost $11.71 Unrealized 0.0%
IR Ingersoll Rand INC CORP COMMON 0.0%
Value ($000) $1 Shares 10 Est. Cost $81.93 Unrealized 0.0%
Proshares Trust Ultrapro Short 0.0%
Value ($000) $1 Shares 48 Est. Cost $28.81 Unrealized
SCHC Schwab International Small Cap Equity Etf Internatnal Eqy 0.0%
Value ($000) $1 Shares 14 Est. Cost $44.46 Unrealized
PTCT Ptc Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $1 Shares 10 Est. Cost $47.47 Unrealized +9.7%
ALB Albemarle Corp COMMON 0.0%
Value ($000) $1 Shares 7 Est. Cost $58.64 Unrealized +30.6%
AIG American International Group Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $79.11 Unrealized 0.0%
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.91 Unrealized +29.5%
WVE Wave Life Sciences Ltd. Ordinary Shares 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.60 Unrealized +22.5%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.93 Unrealized
TVTX Travere Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 15 Est. Cost $16.57 Unrealized +13.4%
XENE Xenon Pharmaceuticals Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.62 Unrealized +8.0%
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.25 Unrealized -6.7%
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.00 Unrealized
CHPT Chargepoint Holdings INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.45 Unrealized 0.0%
EWTX Edgewise Therapeutics Inc Ordinary Shares 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.42 Unrealized -1.6%
Escrow Altegrity Inc. 0.0%
Value ($000) $0 Shares 8 Est. Cost $3.75 Unrealized
Gulf United Energy Inc. Ordinary Shares 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.00 Unrealized