AMERICAN NATIONAL BANK & TRUST Diversified Active

Location: Wichita Falls, TX

CIK: 0001272164 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 20, 2026

Total Value: $1.059B (100.0% shares, 0.0% debt)

Holdings (695)

GOOGL Alphabet Inc 7.0%
Value $73.63M Shares 235,250 Est. Cost $114.16 Unrealized +150.2%
AAPL Apple Computer Inc 5.1%
Value $54.07M Shares 198,888 Est. Cost $120.21 Unrealized +123.2%
MSFT Microsoft Corp Com 4.5%
Value $47.84M Shares 98,928 Est. Cost $147.53 Unrealized +239.3%
AMZN Amazon Com Inc 4.3%
Value $45.68M Shares 197,910 Est. Cost $123.93 Unrealized +84.6%
AVGO Broadcom Inc 3.7%
Value $39.61M Shares 114,449 Est. Cost $161.67 Unrealized +120.8%
GSSC GS ActiveBeta US Small Cap 3.7%
Value $38.84M Shares 513,530 Est. Cost $49.18 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 3.1%
Value $33.06M Shares 65,772 Est. Cost $258.00 Unrealized +92.8%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 2.9%
Value $30.2M Shares 703,394 Est. Cost $32.92 Unrealized
WMT Wal Mart Stores Inc Com 2.8%
Value $29.67M Shares 266,341 Est. Cost $53.36 Unrealized +100.9%
JNJ Johnson & Johnson Com 1.8%
Value $19.09M Shares 92,242 Est. Cost $129.15 Unrealized +52.5%
COST Costco Wholesale Corp Ordinary Shares 1.8%
Value $18.88M Shares 21,889 Est. Cost $309.08 Unrealized +193.0%
V VISA Inc 1.8%
Value $18.56M Shares 52,926 Est. Cost $168.45 Unrealized +102.1%
LMT Lockheed Martin Corp 1.7%
Value $18.38M Shares 37,996 Est. Cost $370.66 Unrealized +28.5%
JPM JPMorgan Chase & Co Com 1.7%
Value $18.11M Shares 56,207 Est. Cost $108.57 Unrealized +185.1%
ABBV Abbvie Inc 1.7%
Value $18.11M Shares 79,245 Est. Cost $121.99 Unrealized +86.5%
LLY Lilly Eli & Co Com 1.6%
Value $17.1M Shares 15,911 Est. Cost $570.68 Unrealized +67.4%
KLAC KLA-Tencor Corp Common 1.6%
Value $17.05M Shares 14,030 Est. Cost $242.68 Unrealized +382.9%
CAT Caterpillar Inc Del Com 1.5%
Value $15.73M Shares 27,466 Est. Cost $200.08 Unrealized +177.6%
LIN Linde Plc. Ordinary Shares 1.5%
Value $15.43M Shares 36,194 Est. Cost $394.43 Unrealized +8.3%
NVDA Nvidia Corp 1.4%
Value $14.57M Shares 78,145 Est. Cost $110.60 Unrealized +68.3%
CVX Chevron Corp New Com 1.4%
Value $14.57M Shares 95,614 Est. Cost $105.10 Unrealized +44.0%
HD Home Depot Inc Com 1.3%
Value $13.97M Shares 40,600 Est. Cost $258.45 Unrealized +41.1%
LH Labcorp Holdings Inc. Ordinary Shares 1.2%
Value $12.87M Shares 51,288 Est. Cost $203.00 Unrealized +30.6%
SYK Stryker Corp Com 1.2%
Value $12.61M Shares 35,869 Est. Cost $238.52 Unrealized +52.4%
GD General Dynamics Corp Com 1.2%
Value $12.52M Shares 37,182 Est. Cost $269.21 Unrealized +26.6%
IVV Ishares Core S&P 500 ETF 1.1%
Value $12.09M Shares 17,644 Est. Cost $432.78 Unrealized
AMGN Amgen Inc Com 1.1%
Value $11.78M Shares 35,987 Est. Cost $225.84 Unrealized +39.9%
PEP Pepsico Inc Com 1.1%
Value $11.38M Shares 79,294 Est. Cost $145.70 Unrealized +0.1%
MAR Marriott International INC CLASS A CORP COMMON 1.1%
Value $11.32M Shares 36,499 Est. Cost $181.03 Unrealized +57.6%
AMAT Applied Materials Inc. Ordinary Shares 1.1%
Value $11.25M Shares 43,761 Est. Cost $107.76 Unrealized +122.2%
INTU Intuit Common 1.1%
Value $11.24M Shares 16,967 Est. Cost $486.08 Unrealized +35.9%
UNP Union Pac Corp Com 1.0%
Value $10.92M Shares 47,220 Est. Cost $172.15 Unrealized +32.0%
GE General Electric 1.0%
Value $10.19M Shares 33,070 Est. Cost $275.33 Unrealized +9.2%
VZ Verizon Communications Com 1.0%
Value $10.13M Shares 248,601 Est. Cost $37.22 Unrealized +8.8%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.9%
Value $9.817M Shares 26,287 Est. Cost $237.14 Unrealized
MDT Medtronic Plc, Dublin Shs 0.9%
Value $9.815M Shares 102,179 Est. Cost $79.33 Unrealized +22.5%
AZO Autozone Inc. Ordinary Shares 0.9%
Value $9.571M Shares 2,822 Est. Cost $1792.35 Unrealized +110.8%
PG Procter & Gamble Co Com 0.9%
Value $9.065M Shares 63,252 Est. Cost $118.12 Unrealized +24.6%
VLO Valero Energy Corp New Com 0.8%
Value $8.792M Shares 54,008 Est. Cost $82.82 Unrealized +103.9%
XOM Exxon Mobil Corp Com 0.8%
Value $8.548M Shares 71,036 Est. Cost $94.00 Unrealized +22.9%
NEE Nextera Energy Inc 0.8%
Value $8.545M Shares 106,445 Est. Cost $67.78 Unrealized +21.7%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.8%
Value $8.119M Shares 195,075 Est. Cost $36.13 Unrealized
APD Air Products & Chemicals Inc 0.8%
Value $7.963M Shares 32,236 Est. Cost $258.62 Unrealized -2.7%
DIS Disney Walt Co Com 0.7%
Value $7.6M Shares 66,799 Est. Cost $93.51 Unrealized +17.1%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.7%
Value $6.981M Shares 105,777 Est. Cost $96.99 Unrealized
SPY SPDR Tr Unit Ser 1 0.6%
Value $6.363M Shares 9,331 Est. Cost $381.36 Unrealized
MCD McDonalds Corp Com 0.5%
Value $5.607M Shares 18,346 Est. Cost $248.12 Unrealized +23.0%
GOOG Alphabet Inc Cap Stk Cl C 0.5%
Value $5.574M Shares 17,764 Est. Cost $151.98 Unrealized +88.4%
DIA SPDR Dow Jones Indl Average 0.5%
Value $5.503M 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 $5.274M Shares 170,356 Est. Cost $33.31 Unrealized
GBCI Glacier Bancorp Inc Montana 0.5%
Value $4.821M Shares 109,439 Est. Cost $43.57 Unrealized 0.0%
GPIQ Goldman Sachs Etf Trust Nasdaq-100 Premium Income 0.5%
Value $4.813M Shares 91,027 Est. Cost $52.87 Unrealized
XLRE State Street Real Estate Select Sector SPDR Etf 0.4%
Value $3.821M Shares 94,706 Est. Cost $41.90 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.3%
Value $3.676M Shares 27,772 Est. Cost $69.49 Unrealized
IBM International Business Mach Com 0.3%
Value $3.413M Shares 11,522 Est. Cost $203.39 Unrealized +46.9%
META Meta Platforms Inc Ordinary Shares - Class A 0.3%
Value $3.257M Shares 4,934 Est. Cost $542.47 Unrealized +23.0%
MRK Merck & Co Inc New 0.3%
Value $3.129M Shares 29,724 Est. Cost $88.01 Unrealized +5.9%
BRK/A Berkshire Hathaway Inc Del Cl A 0.3%
Value $3.019M Shares 4 Est. Cost $199512.94 Unrealized +274.1%
AGG Ishares Core Total US Bond 0.3%
Value $2.943M Shares 29,461 Est. Cost $99.13 Unrealized
MA Mastercard Inc 0.3%
Value $2.921M Shares 5,116 Est. Cost $429.10 Unrealized +30.3%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.3%
Value $2.917M Shares 12,984 Est. Cost $210.73 Unrealized
IJR Ishares Tr Sp Smallcap 600 Index F 0.3%
Value $2.825M Shares 23,504 Est. Cost $93.83 Unrealized
DUK Duke Energy Corp New 0.3%
Value $2.708M Shares 23,106 Est. Cost $120.20 Unrealized +1.1%
LOW Lowes Cos Inc Com 0.2%
Value $2.537M Shares 10,522 Est. Cost $200.67 Unrealized +19.5%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.2%
Value $2.314M Shares 3,767 Est. Cost $319.88 Unrealized
RTX RTX Corporation 0.2%
Value $2.264M Shares 12,346 Est. Cost $140.41 Unrealized +23.4%
ORI Old Republic International Corp COMMON 0.2%
Value $2.06M Shares 45,136 Est. Cost $35.39 Unrealized +15.4%
ITW Illinois Works Inc Com 0.2%
Value $2.037M Shares 8,272 Est. Cost $187.37 Unrealized +32.1%
MSI Motorola Solutions Inc Com New 0.2%
Value $2.029M Shares 5,292 Est. Cost $216.74 Unrealized +84.9%
UNH Unitedhealth Group Inc Com 0.2%
Value $1.99M Shares 6,028 Est. Cost $276.65 Unrealized +21.9%
CNP Centerpoint Energy Inc 0.2%
Value $1.809M Shares 47,188 Est. Cost $36.53 Unrealized +6.4%
ADP Automatic Data Processing Incom 0.2%
Value $1.708M Shares 6,641 Est. Cost $202.30 Unrealized +30.9%
YUM Yum Brands Inc Com 0.2%
Value $1.684M Shares 11,129 Est. Cost $116.04 Unrealized +27.3%
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.2%
Value $1.667M Shares 9,378 Est. Cost $173.83 Unrealized +4.1%
DGX Quest Diagnostics, Inc. Ordinary Shares 0.2%
Value $1.589M Shares 9,156 Est. Cost $163.68 Unrealized +11.2%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.1%
Value $1.518M Shares 66,095 Est. Cost $24.07 Unrealized
FAST Fastenal CO CORP COMMON 0.1%
Value $1.462M Shares 36,425 Est. Cost $29.06 Unrealized +44.6%
VCSH Vanguard Short-term Corporate Bd ETF 0.1%
Value $1.431M Shares 17,953 Est. Cost $79.02 Unrealized
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.1%
Value $1.429M Shares 24,337 Est. Cost $58.57 Unrealized
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.1%
Value $1.389M Shares 13,595 Est. Cost $93.71 Unrealized
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.1%
Value $1.375M Shares 18,766 Est. Cost $60.73 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value $1.355M Shares 6,166 Est. Cost $201.82 Unrealized +5.3%
WELL Welltower INC CORP COMMON 0.1%
Value $1.312M Shares 7,071 Est. Cost $179.80 Unrealized +3.7%
EPD LP Enterprise Partners 0.1%
Value $1.286M Shares 40,121 Est. Cost $30.04 Unrealized
ORCL Oracle Corp Com 0.1%
Value $1.248M Shares 6,405 Est. Cost $101.54 Unrealized +134.4%
TSLA Tesla Mtrs Inc 0.1%
Value $1.245M Shares 2,768 Est. Cost $378.46 Unrealized +17.1%
COP Conocophillips Com 0.1%
Value $1.199M Shares 12,808 Est. Cost $92.42 Unrealized -2.6%
FIDU Fidelity Msci Industrials Index Etf Indx 0.1%
Value $1.19M Shares 14,433 Est. Cost $72.35 Unrealized
BAC Bank of America Corporation Com 0.1%
Value $1.168M Shares 21,238 Est. Cost $38.53 Unrealized +36.7%
T AT&T Inc 0.1%
Value $1.131M Shares 45,517 Est. Cost $19.70 Unrealized +28.4%
PLD Prologis Inc 0.1%
Value $1.126M Shares 8,817 Est. Cost $108.28 Unrealized +14.4%
TXN Texas Instrs Inc Com 0.1%
Value $1.115M Shares 6,426 Est. Cost $136.56 Unrealized +25.0%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.1%
Value $1.114M Shares 9,800 Est. Cost $89.22 Unrealized
IAU Ishares Gold Trust Etf 0.1%
Value $1.092M Shares 13,451 Est. Cost $41.74 Unrealized
AMT American Tower Corp Reit 0.1%
Value $1.091M Shares 6,214 Est. Cost $186.16 Unrealized -3.1%
AAAU Goldman Sachs Physical Gold Etf Trust 0.1%
Value $1.083M Shares 25,443 Est. Cost $41.19 Unrealized
FNCL Fidelity Msci Financials Index Etf Indx 0.1%
Value $1.073M Shares 13,799 Est. Cost $69.88 Unrealized
ALLE Allegion Plc CORP COMMON 0.1%
Value $1.068M Shares 6,709 Est. Cost $109.39 Unrealized +52.4%
ADBE Adobe Sys Inc Com 0.1%
Value $1.063M Shares 3,036 Est. Cost $333.66 Unrealized +1.9%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value $1.046M Shares 8,592 Est. Cost $87.39 Unrealized
MMM 3M Co Com 0.1%
Value $1.046M Shares 6,531 Est. Cost $81.09 Unrealized +101.2%
LRCX Lam Research Corp. Ordinary Shares 0.1%
Value $1.033M Shares 6,037 Est. Cost $92.99 Unrealized +67.1%
IWM Ishares Tr Russell 2000 0.1%
Value $1.033M Shares 4,197 Est. Cost $197.89 Unrealized
FHLC Fidelity Msci Health Care Index Etf Indx 0.1%
Value $1.021M Shares 13,752 Est. Cost $68.77 Unrealized
ETN Eaton Corp PLC 0.1%
Value $1.021M Shares 3,207 Est. Cost $164.74 Unrealized +115.1%
PKG Packaging Corp Of America COMMON 0.1%
Value $1.013M Shares 4,911 Est. Cost $205.23 Unrealized -1.4%
GRMN Garmin LTD 0.1%
Value $1.002M Shares 4,941 Est. Cost $122.35 Unrealized +77.1%
KR Kroger Co Com 0.1%
Value $967K Shares 15,482 Est. Cost $65.80 Unrealized -0.9%
EOG EOG Resources Inc Com 0.1%
Value $964K Shares 9,177 Est. Cost $118.89 Unrealized -9.8%
AXP American Express Co Com 0.1%
Value $948K Shares 2,562 Est. Cost $167.28 Unrealized +113.4%
VTI Vanguard Total Stock Market 0.1%
Value $935K Shares 2,789 Est. Cost $221.42 Unrealized
OMC Omnicom Group INC CORP COMMON 0.1%
Value $930K Shares 11,517 Est. Cost $77.78 Unrealized -2.6%
NOC Northrop Grumman Corp Com 0.1%
Value $927K Shares 1,626 Est. Cost $445.80 Unrealized +29.8%
IWD Ishares Russell 1000 Value Index Fund 0.1%
Value $926K Shares 4,403 Est. Cost $177.81 Unrealized
QCOM Qualcomm Inc Com 0.1%
Value $911K Shares 5,327 Est. Cost $141.15 Unrealized +21.0%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.1%
Value $899K Shares 17,875 Est. Cost $49.64 Unrealized
ABT Abbott Labs Com 0.1%
Value $890K Shares 7,106 Est. Cost $100.42 Unrealized +26.8%
MPC Marathon Petroleum Corp 0.1%
Value $873K Shares 5,370 Est. Cost $164.26 Unrealized +13.5%
TROW T. Rowe Price Group INC T CORP COMMON 0.1%
Value $869K Shares 8,484 Est. Cost $98.61 Unrealized +3.6%
EFA Ishares Msci Eafe Index Fund 0.1%
Value $863K Shares 8,984 Est. Cost $68.80 Unrealized
PNR Pentair PLC 0.1%
Value $858K Shares 8,242 Est. Cost $53.96 Unrealized +97.8%
NOW Servicenow Inc Common 0.1%
Value $845K Shares 5,516 Est. Cost $157.88 Unrealized +8.7%
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.1%
Value $830K Shares 8,617 Est. Cost $73.06 Unrealized
MO Altria Group Inc Com 0.1%
Value $818K Shares 14,191 Est. Cost $48.71 Unrealized +21.9%
PM Philip Morris Intl Inc 0.1%
Value $815K Shares 5,084 Est. Cost $142.69 Unrealized +7.6%
CL Colgate Palmolive Co Com 0.1%
Value $803K Shares 10,163 Est. Cost $68.28 Unrealized +14.7%
BX Blackstone Group INC CORP COMMON 0.1%
Value $798K Shares 5,174 Est. Cost $134.73 Unrealized +12.4%
CMI Cummins Inc 0.1%
Value $788K Shares 1,544 Est. Cost $354.32 Unrealized +31.6%
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.1%
Value $780K Shares 15,866 Est. Cost $49.34 Unrealized
SUI Sun Communities, Inc. Ordinary Shares 0.1%
Value $743K Shares 6,000 Est. Cost $126.49 Unrealized
CTAS Cintas Corp Common 0.1%
Value $740K Shares 3,935 Est. Cost $166.06 Unrealized +13.3%
SUB Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf 0.1%
Value $729K Shares 6,834 Est. Cost $105.60 Unrealized
VTV Vanguard Value Index Fund Etf 0.1%
Value $699K Shares 3,659 Est. Cost $146.95 Unrealized
RF Regions Financial Corp. Ordinary Shares 0.1%
Value $674K Shares 24,859 Est. Cost $25.18 Unrealized +0.8%
GLW Corning Inc Com 0.1%
Value $673K Shares 7,684 Est. Cost $29.28 Unrealized +193.7%
O Realty Income Corp 0.1%
Value $652K Shares 11,559 Est. Cost $54.17 Unrealized +5.9%
OTIS Otis Worldwide Corp COMMON 0.1%
Value $633K Shares 7,252 Est. Cost $81.55 Unrealized +9.4%
MAS Masco Corp COMMON 0.1%
Value $628K Shares 9,897 Est. Cost $57.22 Unrealized +13.2%
ITOT Ishares 1500 Index Fund 0.1%
Value $624K Shares 4,198 Est. Cost $107.52 Unrealized
DHR Danaher Corp Com 0.1%
Value $623K Shares 2,723 Est. Cost $226.57 Unrealized -3.1%
CMCSA Comcast Corp 0.1%
Value $618K Shares 20,674 Est. Cost $28.64 Unrealized -0.4%
MS Morgan Stanley CORP COMMON 0.1%
Value $603K Shares 3,396 Est. Cost $108.81 Unrealized +53.0%
PFE Pfizer Inc Com 0.1%
Value $602K Shares 24,177 Est. Cost $25.90 Unrealized -3.4%
SO Southern Company 0.1%
Value $595K Shares 6,825 Est. Cost $83.37 Unrealized +9.0%
GEV Ge Vernova INC CORP COMMON 0.1%
Value $581K Shares 889 Est. Cost $210.44 Unrealized +189.4%
FUTY Fidelity Msci Utilities Index Etf Indx 0.1%
Value $577K Shares 10,455 Est. Cost $49.49 Unrealized
FENY Fidelity Msci Energy Index Etf Indx 0.1%
Value $568K Shares 22,949 Est. Cost $24.71 Unrealized
CINF Cincinnati Financial Corp. Ordinary Shares 0.1%
Value $555K Shares 3,400 Est. Cost $140.91 Unrealized +14.4%
NDAQ Nasdaq Stock Market 0.0%
Value $526K Shares 5,415 Est. Cost $60.54 Unrealized +48.2%
BIP Brookfield Infrastructure Partners L.P Unit 0.0%
Value $524K Shares 15,075 Est. Cost $33.50 Unrealized
BSX Boston Scientific Corp Com 0.0%
Value $507K Shares 5,321 Est. Cost $57.79 Unrealized +69.7%
GVIP Goldman Sachs Hedge Ind VIP ETF 0.0%
Value $502K Shares 3,243 Est. Cost $67.66 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value $498K Shares 4,941 Est. Cost $110.61 Unrealized -2.0%
FCX Freeport-McMoran Inc. 0.0%
Value $497K Shares 9,780 Est. Cost $43.31 Unrealized 0.0%
DMLP Dorchester Minerals Lpcom Units 0.0%
Value $475K Shares 21,241 Est. Cost $30.08 Unrealized
GILD Gilead Sciences Inc. Com 0.0%
Value $446K Shares 3,635 Est. Cost $68.34 Unrealized +76.9%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.0%
Value $435K Shares 6,467 Est. Cost $54.63 Unrealized
HSY The Hershey Company 0.0%
Value $424K Shares 2,332 Est. Cost $174.85 Unrealized +4.1%
CPB Campbells Co (The) Ordinary Shares 0.0%
Value $424K Shares 15,204 Est. Cost $30.11 Unrealized -0.2%
MCO Moodys Corp Common 0.0%
Value $423K Shares 829 Est. Cost $279.31 Unrealized +74.5%
MCY Mercury General Corp COMMON 0.0%
Value $423K Shares 4,500 Est. Cost $59.49 Unrealized +45.8%
DPZ Dominos Pizza Inc Ordinary Shares 0.0%
Value $421K Shares 1,010 Est. Cost $404.32 Unrealized +2.8%
VICI Vici Properties Inc Ordinary Shares 0.0%
Value $411K Shares 14,621 Est. Cost $29.30 Unrealized 0.0%
IWN CEF Ishares Russell 2000 Value 0.0%
Value $410K Shares 2,260 Est. Cost $137.02 Unrealized
OXY Occidental Pete Corp Del Com 0.0%
Value $408K Shares 9,929 Est. Cost $41.70 Unrealized -0.4%
ARCC Ares Capital Corp COMMON 0.0%
Value $405K Shares 20,000 Est. Cost $21.33 Unrealized -7.2%
BKNG Booking Holdings Inc 0.0%
Value $402K Shares 75 Est. Cost $2035.98 Unrealized +152.4%
PB Prosperity Bancshares Inc 0.0%
Value $400K Shares 5,790 Est. Cost $53.57 Unrealized +25.1%
RMD Resmed INC CORP COMMON 0.0%
Value $397K Shares 1,647 Est. Cost $154.92 Unrealized +64.9%
FMAT Fidelity Covington Trust Msci Materials Index Etf 0.0%
Value $396K Shares 7,448 Est. Cost $53.11 Unrealized
ACN Accenture Plc, Dublin Shsclass A 0.0%
Value $395K Shares 1,472 Est. Cost $237.45 Unrealized +7.0%
STX Seagate Technology Plc Holdings CORP COMMON 0.0%
Value $391K Shares 1,420 Est. Cost $243.50 Unrealized +6.3%
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value $389K Shares 1,960 Est. Cost $160.96 Unrealized
MPLX Mplx Lp COMMON Unt 0.0%
Value $388K Shares 7,276 Est. Cost $52.36 Unrealized
MPWR Monolithic Power Systems INC CORP COMMON 0.0%
Value $374K Shares 413 Est. Cost $473.73 Unrealized +102.8%
VEA Vanguard Ftse Developed Market ETF 0.0%
Value $369K Shares 5,911 Est. Cost $53.43 Unrealized
OKE Oneok Inc New Com 0.0%
Value $367K Shares 4,998 Est. Cost $75.10 Unrealized -6.2%
CRM Salesforce Inc Ordinary Shares 0.0%
Value $366K Shares 1,383 Est. Cost $181.08 Unrealized +37.0%
WSO Watsco INC CORP COMMON 0.0%
Value $364K Shares 1,081 Est. Cost $402.91 Unrealized -11.4%
MAIN Main Street Capital Corporation Ordinary Shares 0.0%
Value $362K Shares 6,000 Est. Cost $55.28 Unrealized +6.7%
INTC Intel Corp Com 0.0%
Value $360K Shares 9,769 Est. Cost $31.85 Unrealized +18.5%
OHI Omega Healthcare Investors, Inc. Ordinary Shares 0.0%
Value $356K Shares 8,032 Est. Cost $41.94 Unrealized
BLK Blackrock Funding Inc Ordinary Shares 0.0%
Value $352K Shares 329 Est. Cost $991.97 Unrealized +9.8%
CTRA Coterra Energy Inc. 0.0%
Value $351K Shares 13,350 Est. Cost $24.07 Unrealized +4.3%
ROK Rockwell Automation Inc Common 0.0%
Value $351K Shares 902 Est. Cost $262.06 Unrealized +43.2%
VNQ Vanguard REIT Viper VNQ 0.0%
Value $349K Shares 3,942 Est. Cost $78.41 Unrealized
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value $346K Shares 1,140 Est. Cost $162.87 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value $346K Shares 2,251 Est. Cost $88.75 Unrealized +66.4%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value $344K Shares 974 Est. Cost $262.08 Unrealized +38.6%
MFC Manulife Finl Corp Common 0.0%
Value $342K Shares 9,429 Est. Cost $15.48 Unrealized +119.2%
FNF Fidelity National Title Group 0.0%
Value $333K Shares 6,100 Est. Cost $55.11 Unrealized -0.6%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value $329K Shares 12,611 Est. Cost $31.75 Unrealized -11.9%
APO Apollo Global Management Inc Ordinary Shares - Class A (New) 0.0%
Value $329K Shares 2,270 Est. Cost $131.40 Unrealized +0.9%
XLI State Street Select Industrial SelectSector Spdr Etf 0.0%
Value $320K Shares 2,065 Est. Cost $105.93 Unrealized
NXST Nexstar Media Group, Inc. 0.0%
Value $319K Shares 1,570 Est. Cost $152.51 Unrealized +26.5%
HPQ HP INC 0.0%
Value $314K Shares 14,091 Est. Cost $25.08 Unrealized +0.7%
CSCO Cisco Sys Inc Com 0.0%
Value $313K Shares 4,063 Est. Cost $65.54 Unrealized +12.6%
VOO Vanguard S&P 500 ETF 0.0%
Value $308K Shares 491 Est. Cost $547.94 Unrealized
AZN Astrazeneca PLC 0.0%
Value $304K Shares 3,304 Est. Cost $71.00 Unrealized
SDY State Street SPDR S&P Dividend ETF 0.0%
Value $301K Shares 2,161 Est. Cost $113.93 Unrealized
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.0%
Value $298K Shares 1,027 Est. Cost $228.38 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value $292K Shares 4,852 Est. Cost $53.05 Unrealized +13.2%
NFLX Netflix Inc. Ordinary Shares 0.0%
Value $291K Shares 3,106 Est. Cost $102.25 Unrealized +5.4%
XLF State Street Financial Select Sector SPDR ETF 0.0%
Value $283K Shares 5,171 Est. Cost $34.13 Unrealized
XLY State Street Consumer Discretinary Select Sec Spdr Etf 0.0%
Value $283K Shares 2,368 Est. Cost $136.50 Unrealized
AJG Arthur J Gallagher & CO CORP COMMON 0.0%
Value $280K Shares 1,081 Est. Cost $196.00 Unrealized +34.8%
IWF Ishares Russell 1000 Growth 0.0%
Value $277K Shares 585 Est. Cost $344.49 Unrealized
ORLY OReilly Auto Inc New 0.0%
Value $274K Shares 3,008 Est. Cost $90.80 Unrealized +7.6%
MET Metlife Inc Com 0.0%
Value $274K Shares 3,466 Est. Cost $78.33 Unrealized +0.8%
VHT Vanguard Health Care Etf 0.0%
Value $269K Shares 935 Est. Cost $252.68 Unrealized
DE Deere & Co Com 0.0%
Value $267K Shares 573 Est. Cost $269.49 Unrealized +73.6%
PGR Progressive Corp COMMON 0.0%
Value $264K Shares 1,158 Est. Cost $128.66 Unrealized +65.0%
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value $259K Shares 2,899 Est. Cost $73.54 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value $259K Shares 2,292 Est. Cost $110.91 Unrealized -4.0%
ZTS Zoetis 0.0%
Value $256K Shares 2,032 Est. Cost $146.38 Unrealized -11.0%
HAL Halliburton Co Com 0.0%
Value $254K Shares 9,000 Est. Cost $23.36 Unrealized +12.5%
ALL Allstate Corp Common 0.0%
Value $252K Shares 1,212 Est. Cost $200.45 Unrealized +1.8%
EMR Emerson Elec Co Com 0.0%
Value $252K Shares 1,896 Est. Cost $93.07 Unrealized +42.2%
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value $250K Shares 5,166 Est. Cost $51.83 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value $247K Shares 1,965 Est. Cost $137.61 Unrealized +2.3%
NVS Novartis AG Spnsrd ADR 0.0%
Value $246K Shares 1,786 Est. Cost $97.24 Unrealized
ET Energy Transfer Partners LP 0.0%
Value $245K Shares 14,881 Est. Cost $16.98 Unrealized
CBT Cabot Corp COMMON 0.0%
Value $245K Shares 3,700 Est. Cost $29.38 Unrealized +125.5%
VUG Vanguard Growth Index Fund Etf 0.0%
Value $244K Shares 500 Est. Cost $353.30 Unrealized
EFG Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf 0.0%
Value $241K Shares 2,118 Est. Cost $100.00 Unrealized
EFV Ishares Msci Value Index Fund Eafe Etf 0.0%
Value $233K Shares 3,262 Est. Cost $58.94 Unrealized
XLK State Street Technology Select Sect SPDR Etf 0.0%
Value $230K Shares 1,600 Est. Cost $110.27 Unrealized
SBUX Starbucks Corp Com 0.0%
Value $224K Shares 2,663 Est. Cost $83.24 Unrealized +1.0%
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value $223K Shares 1,028 Est. Cost $215.31 Unrealized -0.8%
CAH Cardinal Health Inc Com 0.0%
Value $221K Shares 1,077 Est. Cost $118.88 Unrealized +57.9%
GTY Getty Realty Corp. Ordinary Shares 0.0%
Value $220K Shares 8,044 Est. Cost $27.64 Unrealized
GLD SPDR Gold Trust 0.0%
Value $214K Shares 541 Est. Cost $325.91 Unrealized
IDA Idacorp Inc 0.0%
Value $210K Shares 1,660 Est. Cost $96.26 Unrealized +35.1%
COF Capital One Finl Corp Com 0.0%
Value $202K Shares 834 Est. Cost $185.89 Unrealized +19.5%
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value $201K Shares 939 Est. Cost $97.55 Unrealized +130.2%
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.0%
Value $201K Shares 2,512 Est. Cost $80.23 Unrealized
SYY Sysco Corp Com 0.0%
Value $200K Shares 2,720 Est. Cost $71.19 Unrealized +6.1%
MDLZ Mondelez International Cl A 0.0%
Value $197K Shares 3,664 Est. Cost $63.12 Unrealized -9.6%
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value $197K Shares 2,674 Est. Cost $77.60 Unrealized -5.2%
CB Chubb Limited 0.0%
Value $196K Shares 627 Est. Cost $223.11 Unrealized +31.1%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value $195K Shares 4,943 Est. Cost $36.92 Unrealized
MNST Monster Beverage Corp New 0.0%
Value $195K Shares 2,540 Est. Cost $49.77 Unrealized +44.0%
INGR Ingredion Inc 0.0%
Value $194K Shares 1,764 Est. Cost $132.33 Unrealized -14.8%
CTSH Cognizant Technology Solutions Corp. Ordinary Shares - Class A 0.0%
Value $194K Shares 2,333 Est. Cost $74.65 Unrealized 0.0%
SPGI S&P Global INC CORP COMMON 0.0%
Value $192K Shares 368 Est. Cost $367.59 Unrealized +34.4%
C Citigroup Inc Com New 0.0%
Value $192K Shares 1,645 Est. Cost $103.64 Unrealized 0.0%
SPHY Spdr Series Trust State Street Portfolio High Yield Bond Etf 0.0%
Value $189K Shares 8,002 Est. Cost $23.94 Unrealized
UI Ubiquiti INC CORP COMMON 0.0%
Value $188K Shares 340 Est. Cost $122.54 Unrealized +416.3%
SNA Snap On Inc Common 0.0%
Value $186K Shares 541 Est. Cost $331.47 Unrealized +2.7%
PAA Plains All American Pipeline 0.0%
Value $183K Shares 10,184 Est. Cost $17.91 Unrealized
ENB Enbridge INC CORP COMMON 0.0%
Value $182K Shares 3,800 Est. Cost $43.75 Unrealized +7.7%
MKC Mccormick & Co., Inc. Ordinary Shares (Non Voting) 0.0%
Value $172K Shares 2,518 Est. Cost $76.37 Unrealized -13.7%
GGG Graco INC CORP COMMON 0.0%
Value $171K Shares 2,092 Est. Cost $81.04 Unrealized +1.1%
SONY Sony Corp ADR Amern Sh New 0.0%
Value $170K Shares 6,640 Est. Cost $29.56 Unrealized
BC Brunswick Corp. Ordinary Shares 0.0%
Value $169K Shares 2,277 Est. Cost $59.21 Unrealized +14.0%
OZK Bank Ozk CORP COMMON 0.0%
Value $167K Shares 3,620 Est. Cost $44.97 Unrealized +2.9%
SUN Sunoco Lp Unit 0.0%
Value $166K Shares 3,164 Est. Cost $52.41 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value $164K Shares 800 Est. Cost $12.97 Unrealized +1434.9%
ISRG Intuitive Surgical Inc 0.0%
Value $163K Shares 288 Est. Cost $328.09 Unrealized +62.3%
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value $162K Shares 2,964 Est. Cost $43.26 Unrealized
TMO Thermo Fisher Scientific Inc Com 0.0%
Value $161K Shares 278 Est. Cost $477.93 Unrealized +18.3%
GS Goldman Sachs Group Inc Com 0.0%
Value $161K Shares 183 Est. Cost $294.41 Unrealized +176.3%
Blackrock, Inc. (US) Blackrock Enhanced Capital And Income Fund, Inc 0.0%
Value $157K Shares 6,717 Est. Cost $23.37 Unrealized
XLE State Street Energy Select Sector Spdr Etf 0.0%
Value $157K Shares 3,502 Est. Cost $67.31 Unrealized
WFC Wells Fargo & Co New Com 0.0%
Value $154K Shares 1,650 Est. Cost $50.84 Unrealized +70.4%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.0%
Value $152K Shares 600 Est. Cost $247.12 Unrealized
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value $151K Shares 702 Est. Cost $165.58 Unrealized +37.2%
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.0%
Value $150K Shares 2,967 Est. Cost $50.62 Unrealized
OGE OGE Energy Corp 0.0%
Value $147K Shares 3,440 Est. Cost $30.91 Unrealized +44.3%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value $146K Shares 415 Est. Cost $301.08 Unrealized +16.0%
YUMC Yum China Hldgs Inc Common 0.0%
Value $143K Shares 3,000 Est. Cost $50.10 Unrealized -8.6%
SSB Southstate Bank Corp 0.0%
Value $141K Shares 1,500 Est. Cost $96.71 Unrealized -5.0%
DTM Dt Midstream INC CORP COMMON 0.0%
Value $141K Shares 1,175 Est. Cost $97.18 Unrealized +17.6%
ELV Elevance Health Inc Ordinary Shares 0.0%
Value $140K Shares 400 Est. Cost $391.74 Unrealized -14.1%
TRGP Targa Resources Corp COMMON 0.0%
Value $137K Shares 740 Est. Cost $168.08 Unrealized 0.0%
BMY Bristol-Myers Squibb Co Com 0.0%
Value $136K Shares 2,521 Est. Cost $53.36 Unrealized -10.9%
KO Coca Cola Co Com 0.0%
Value $133K Shares 1,900 Est. Cost $51.88 Unrealized +33.8%
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value $133K Shares 7,970 Est. Cost $6.72 Unrealized +106.7%
CF CF Industries Holdings, Inc 0.0%
Value $131K Shares 1,698 Est. Cost $82.37 Unrealized -0.5%
IYW Ishares Trust Dj US Technology Etf 0.0%
Value $131K Shares 655 Est. Cost $135.98 Unrealized
EW Edwards Lifesciences Corp COMMON 0.0%
Value $130K Shares 1,527 Est. Cost $82.17 Unrealized -0.1%
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value $129K Shares 147 Est. Cost $374.39 Unrealized +118.4%
TT Trane Technologies Plc CORP COMMON 0.0%
Value $123K Shares 317 Est. Cost $222.28 Unrealized +86.1%
FAF First American Financial Corp COMMON 0.0%
Value $123K Shares 2,000 Est. Cost $58.63 Unrealized +6.3%
ADI Analog Devices Inc Com 0.0%
Value $121K Shares 446 Est. Cost $164.08 Unrealized +52.7%
ASML ASML Holding N V 0.0%
Value $120K Shares 112 Est. Cost $795.25 Unrealized
NKE Nike Inc Cl B 0.0%
Value $120K Shares 1,877 Est. Cost $70.57 Unrealized -8.0%
ANET Arista Networks Inc 0.0%
Value $117K Shares 893 Est. Cost $104.28 Unrealized +32.0%
ARES Ares Management Corp CLASS A COMMON 0.0%
Value $116K Shares 716 Est. Cost $165.43 Unrealized -6.3%
PSX Phillips 66 0.0%
Value $113K Shares 879 Est. Cost $101.87 Unrealized +31.6%
XLU State Street Utilities Select Sector SPDR Etf 0.0%
Value $113K Shares 2,648 Est. Cost $53.01 Unrealized
NTAP Netapp Inc Com 0.0%
Value $112K Shares 1,043 Est. Cost $108.21 Unrealized +5.0%
FANG Diamondback Energy Inc Ordinary Shares 0.0%
Value $112K Shares 743 Est. Cost $116.67 Unrealized +26.0%
VGT Vanguard Information Technology Etf 0.0%
Value $112K Shares 148 Est. Cost $552.24 Unrealized
GDX Vaneck Etf Trust Gold Miners 0.0%
Value $112K Shares 1,300 Est. Cost $52.06 Unrealized
MDY Midcap S&P Dep Rec Tr Unit Ser 1 0.0%
Value $110K Shares 182 Est. Cost $402.57 Unrealized
APH Amphenol Corp New Class A 0.0%
Value $110K Shares 811 Est. Cost $57.72 Unrealized +131.4%
CDW Cdw Corp Ordinary Shares 0.0%
Value $110K Shares 804 Est. Cost $147.03 Unrealized 0.0%
NOBL Proshares Trust S&P 500 Dividend Aristocrats Etf 0.0%
Value $106K Shares 1,022 Est. Cost $101.46 Unrealized
XLV State Street Health Care Select Sector Spdr ETF 0.0%
Value $106K Shares 686 Est. Cost $137.57 Unrealized
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value $106K Shares 900 Est. Cost $84.09 Unrealized +27.3%
IVW iShares S&P 500 Growth ETF 0.0%
Value $105K Shares 854 Est. Cost $92.83 Unrealized
DKS Dicks Sporting Goods Inc Oc-com 0.0%
Value $103K Shares 518 Est. Cost $215.64 Unrealized +0.7%
TGT Target Corp Com 0.0%
Value $102K Shares 1,044 Est. Cost $115.85 Unrealized -20.9%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.0%
Value $102K Shares 1,483 Est. Cost $49.66 Unrealized
RELX Relx Plc ADR 0.0%
Value $101K Shares 2,507 Est. Cost $27.21 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value $98,887 Shares 98 Est. Cost $530.99 Unrealized +82.5%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value $98,003 Shares 682 Est. Cost $149.94 Unrealized
LECO Lincoln Electric Holdings Inc 0.0%
Value $97,533 Shares 407 Est. Cost $212.72 Unrealized +11.3%
ADM Archer Daniels Midland Co Com 0.0%
Value $96,871 Shares 1,685 Est. Cost $59.96 Unrealized -0.8%
IYM Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf 0.0%
Value $94,993 Shares 617 Est. Cost $134.80 Unrealized
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value $89,966 Shares 1,870 Est. Cost $39.89 Unrealized
ICE Intercontinental Exchange Inc Common 0.0%
Value $88,754 Shares 548 Est. Cost $106.51 Unrealized +46.7%
IGF Blackrock Institutional Trust Company N.A. Ishares Global Infrastructure Etf 0.0%
Value $87,745 Shares 1,430 Est. Cost $59.20 Unrealized
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value $87,382 Shares 3,032 Est. Cost $10.10 Unrealized +131.5%
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value $85,860 Shares 1,500 Est. Cost $57.21 Unrealized
AFL AFLAC Inc Com 0.0%
Value $85,018 Shares 771 Est. Cost $76.50 Unrealized +43.6%
MU Micron Technology INC CORP COMMON 0.0%
Value $83,625 Shares 293 Est. Cost $82.43 Unrealized +178.2%
BND Vanguard Total Bond Market 0.0%
Value $82,514 Shares 1,114 Est. Cost $73.61 Unrealized
VRT Vertiv Holdings Co Ordinary Shares - Class A 0.0%
Value $82,463 Shares 509 Est. Cost $122.25 Unrealized +42.0%
HON Honeywell Intl Inc Com 0.0%
Value $81,157 Shares 416 Est. Cost $184.37 Unrealized +5.8%
AMG Affiliated Managers Group 0.0%
Value $79,854 Shares 277 Est. Cost $173.47 Unrealized +49.0%
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf 0.0%
Value $79,311 Shares 947 Est. Cost $82.59 Unrealized
USMV Ishares Msci Usa Min Vol Factor Etf Fctr 0.0%
Value $77,305 Shares 821 Est. Cost $93.66 Unrealized
IVE Ishares S&P 500 Value Etf 0.0%
Value $77,193 Shares 364 Est. Cost $189.38 Unrealized
TMUS T-Mobile US INC T Mobile CORP COMMON 0.0%
Value $76,952 Shares 379 Est. Cost $184.89 Unrealized +14.3%
ESGD Ishares Trust Esg Aware Msci Eafe Etf 0.0%
Value $76,072 Shares 800 Est. Cost $89.22 Unrealized
BIPC Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting) 0.0%
Value $76,000 Shares 1,674 Est. Cost $37.46 Unrealized +20.2%
ROP Roper Industries Inc 0.0%
Value $75,672 Shares 170 Est. Cost $371.07 Unrealized +24.5%
OEF Ishares S&P 100 Index Fund Etf 0.0%
Value $72,710 Shares 212 Est. Cost $212.35 Unrealized
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value $72,591 Shares 321 Est. Cost $300.54 Unrealized -0.9%
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.0%
Value $71,665 Shares 500 Est. Cost $142.55 Unrealized
AOS A.O. Smith Corp. Ordinary Shares 0.0%
Value $71,495 Shares 1,069 Est. Cost $52.77 Unrealized +27.8%
VIK Viking Holdings LTD 0.0%
Value $71,410 Shares 1,000 Est. Cost $30.16 Unrealized +111.5%
ACWI Ishares MSCI ACWI ERTF IV 0.0%
Value $70,745 Shares 500 Est. Cost $128.60 Unrealized
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value $70,733 Shares 384 Est. Cost $164.43 Unrealized +22.7%
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.0%
Value $70,381 Shares 787 Est. Cost $72.03 Unrealized
VLTO Veralto Corp COMMON 0.0%
Value $69,447 Shares 696 Est. Cost $76.77 Unrealized +31.6%
USIG Blackrock Institutional Trust Company N.A. Ishares Broad USD Investment Grade Corporate Bond Etf 0.0%
Value $67,535 Shares 1,300 Est. Cost $51.95 Unrealized
MUSA Murphy USA Inc 0.0%
Value $66,984 Shares 166 Est. Cost $394.84 Unrealized -2.9%
VTEI Vanguard Intermediate Tax-Exempt Bond ETF 0.0%
Value $66,749 Shares 662 Est. Cost $100.07 Unrealized
LNG Cheniere Energy Inc. Ordinary Shares 0.0%
Value $66,676 Shares 343 Est. Cost $209.99 Unrealized 0.0%
VTES Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf 0.0%
Value $66,125 Shares 651 Est. Cost $101.33 Unrealized
APP Applovin Corp Ordinary Shares - Class A 0.0%
Value $65,361 Shares 97 Est. Cost $630.10 Unrealized 0.0%
MCHP Microchip Technology Inc Common 0.0%
Value $63,720 Shares 1,000 Est. Cost $55.34 Unrealized +10.9%
SPSM State Street SPDR Portfolo S&P 600 Small CapETF 0.0%
Value $62,792 Shares 1,340 Est. Cost $42.76 Unrealized
CI Cigna Group 0.0%
Value $62,202 Shares 226 Est. Cost $307.51 Unrealized -9.2%
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value $61,441 Shares 723 Est. Cost $83.28 Unrealized +5.0%
SPMD Spdr Series Trust State Street Portfolio S&P 400 Mid Cap Etf 0.0%
Value $61,327 Shares 1,059 Est. Cost $54.38 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value $60,162 Shares 590 Est. Cost $60.98 Unrealized +69.9%
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value $58,662 Shares 76 Est. Cost $674.95 Unrealized +0.6%
AEP American Elec Pwr Inc Com 0.0%
Value $58,462 Shares 507 Est. Cost $82.18 Unrealized +43.2%
BALL Ball Corp Com 0.0%
Value $58,267 Shares 1,100 Est. Cost $61.28 Unrealized -19.9%
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value $57,717 Shares 276 Est. Cost $168.79 Unrealized
CWB State Street SPDR Bloomberg Convetible Sec ETF 0.0%
Value $57,534 Shares 645 Est. Cost $48.02 Unrealized
DTE DTE Energy Common 0.0%
Value $57,267 Shares 444 Est. Cost $106.11 Unrealized +27.0%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.0%
Value $56,805 Shares 590 Est. Cost $94.12 Unrealized
EA Electronic Arts 0.0%
Value $56,191 Shares 275 Est. Cost $134.47 Unrealized +50.0%
Virtus Investment Partners Diversified Income & Convertible Fund 0.0%
Value $54,736 Shares 2,082 Est. Cost $22.89 Unrealized
GIS General Mls Inc Com 0.0%
Value $53,661 Shares 1,154 Est. Cost $53.81 Unrealized -11.8%
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value $52,899 Shares 402 Est. Cost $110.09 Unrealized
EQIX Equinix INC Reit CORP COMMON 0.0%
Value $52,865 Shares 69 Est. Cost $864.58 Unrealized -9.6%
EXPE Expedia Inc 0.0%
Value $52,129 Shares 184 Est. Cost $246.88 Unrealized 0.0%
ULTA Ulta Salon Cosmetics & Fragrance Inc Common 0.0%
Value $50,821 Shares 84 Est. Cost $384.10 Unrealized +43.1%
TRP Tc Energy Corporation Ordinary Shares 0.0%
Value $49,839 Shares 906 Est. Cost $53.35 Unrealized 0.0%
CRGY Crescent Energy Co 0.0%
Value $49,795 Shares 5,935 Est. Cost $14.10 Unrealized -38.2%
PSTG Pure Storage Inc Ordinary Shares - Class A 0.0%
Value $49,453 Shares 738 Est. Cost $49.76 Unrealized +67.9%
HYLN Hyliion Holdings Corporation Ordinary Shares - Class A 0.0%
Value $48,913 Shares 26,583 Est. Cost $9.21 Unrealized -78.1%
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value $48,828 Shares 504 Est. Cost $95.83 Unrealized
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value $48,797 Shares 340 Est. Cost $108.94 Unrealized
ESGE Ishares Trust Ishare Inc Esg Aware Msci Em Etf 0.0%
Value $48,587 Shares 1,100 Est. Cost $39.17 Unrealized
FNDF Schwab Fundamental International Equity ETF 0.0%
Value $47,290 Shares 1,046 Est. Cost $33.73 Unrealized
CVS CVS Corp Delaware 0.0%
Value $46,664 Shares 588 Est. Cost $83.72 Unrealized -6.0%
KMI Kinder Morgan Inc Del 0.0%
Value $46,403 Shares 1,688 Est. Cost $23.80 Unrealized +13.1%
WFRD Weatherford International Plc Ordinary Shares - New 0.0%
Value $46,095 Shares 589 Est. Cost $47.88 Unrealized +51.6%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value $46,056 Shares 459 Est. Cost $100.18 Unrealized
HST Host Hotels & Resorts Inc Ordinary Shares 0.0%
Value $45,761 Shares 2,581 Est. Cost $14.26 Unrealized +18.8%
MLPB Ubs Ag London Branch Fr Sp Etn Redeem 02/04/2040 USD 25 - Ser B 0.0%
Value $45,038 Shares 1,780 Est. Cost $24.99 Unrealized
CDNS Cadence Design Systems Inc 0.0%
Value $44,074 Shares 141 Est. Cost $326.31 Unrealized 0.0%
CSX CSX Corp Com 0.0%
Value $43,536 Shares 1,201 Est. Cost $31.06 Unrealized +15.0%
SAP SAP Sponsored 0.0%
Value $43,238 Shares 178 Est. Cost $227.78 Unrealized
IFRA Ishares US Infrastructure Etf 0.0%
Value $41,517 Shares 789 Est. Cost $45.17 Unrealized
TRV Travelers Cos Inc 0.0%
Value $40,898 Shares 141 Est. Cost $230.53 Unrealized +21.7%
IWC Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf 0.0%
Value $40,844 Shares 259 Est. Cost $118.28 Unrealized
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.0%
Value $39,845 Shares 85 Est. Cost $468.82 Unrealized +8.6%
EIX Edison International CORP COMMON 0.0%
Value $39,793 Shares 663 Est. Cost $53.38 Unrealized +7.4%
VB Vanguard Small Cap 0.0%
Value $39,724 Shares 154 Est. Cost $240.28 Unrealized
SOLV Solventum Corp COMMON 0.0%
Value $39,620 Shares 500 Est. Cost $60.70 Unrealized +26.2%
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value $39,221 Shares 174 Est. Cost $188.56 Unrealized +15.4%
VFH Vanguard Group, Inc. Financials Etf 0.0%
Value $38,846 Shares 291 Est. Cost $127.30 Unrealized
GINN Goldman Sachs Etf Trust Innovate Equity 0.0%
Value $38,524 Shares 527 Est. Cost $40.73 Unrealized
SLV ETF Ishares Silver Tr 0.0%
Value $38,008 Shares 590 Est. Cost $43.19 Unrealized
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value $37,828 Shares 235 Est. Cost $100.43 Unrealized +59.9%
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value $37,587 Shares 460 Est. Cost $77.66 Unrealized +16.0%
ICSH Blackrock Institutional Trust Company N.A. Ishares Ultra Short Duration Bond Active Etf 0.0%
Value $37,429 Shares 740 Est. Cost $50.75 Unrealized
ESI Element Solutions Inc Ordinary Shares 0.0%
Value $37,110 Shares 1,485 Est. Cost $20.78 Unrealized +24.7%
MORN Morningstar Inc Ordinary Shares 0.0%
Value $36,943 Shares 170 Est. Cost $296.03 Unrealized -26.8%
DVN Devon Energy Corp New Com 0.0%
Value $36,007 Shares 983 Est. Cost $34.18 Unrealized +1.6%
COLM Columbia Sportswear CO CORP COMMON 0.0%
Value $35,533 Shares 645 Est. Cost $67.68 Unrealized -21.3%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value $35,426 Shares 251 Est. Cost $122.38 Unrealized
XLC State Street Communication Services Select Spdr Etf 0.0%
Value $35,316 Shares 300 Est. Cost $106.47 Unrealized
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value $34,843 Shares 60 Est. Cost $309.40 Unrealized +102.0%
VRTX Vertex Pharmaceuticals Inc Common 0.0%
Value $34,455 Shares 76 Est. Cost $435.32 Unrealized -1.0%
IEV Blackrock Institutional Trust Company N.A. Ishares Europe Etf 0.0%
Value $33,614 Shares 490 Est. Cost $65.48 Unrealized
ROST Ross Stores Inc 0.0%
Value $33,506 Shares 186 Est. Cost $144.54 Unrealized +15.3%
POOL Pool Corp COMMON 0.0%
Value $32,940 Shares 144 Est. Cost $351.69 Unrealized -26.2%
OGS One Gas INC CORP COMMON 0.0%
Value $32,831 Shares 425 Est. Cost $80.38 Unrealized 0.0%
AMP Ameriprise Finl Inc Com 0.0%
Value $31,872 Shares 65 Est. Cost $428.52 Unrealized +10.6%
Reaves Utility Income Fund Cf 0.0%
Value $31,093 Shares 850 Est. Cost $39.62 Unrealized
NWG Natwest Group Plc ADR 0.0%
Value $30,993 Shares 1,771 Est. Cost $17.50 Unrealized
PFG Principal Financial Group INC CORP COMMON 0.0%
Value $30,785 Shares 349 Est. Cost $74.81 Unrealized +12.1%
IVZ Invesco Ltd Ordinary Shares 0.0%
Value $30,683 Shares 1,168 Est. Cost $24.32 Unrealized 0.0%
EWBC East West Bancorp Inc. Com 0.0%
Value $30,345 Shares 270 Est. Cost $86.74 Unrealized +21.2%
NSC Norfolk Southern Corp Com 0.0%
Value $30,316 Shares 105 Est. Cost $228.57 Unrealized +26.3%
BA Boeing Co Com 0.0%
Value $30,180 Shares 139 Est. Cost $208.53 Unrealized -1.4%
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value $29,711 Shares 648 Est. Cost $42.32 Unrealized
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.0%
Value $28,598 Shares 576 Est. Cost $63.93 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value $28,476 Shares 97 Est. Cost $252.43 Unrealized +14.3%
IHI Ishares US Medical Devices ETF 0.0%
Value $27,968 Shares 450 Est. Cost $74.89 Unrealized
KRC Kilroy Realty Corp. Ordinary Shares 0.0%
Value $27,654 Shares 740 Est. Cost $34.31 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value $27,628 Shares 543 Est. Cost $50.88 Unrealized
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value $27,291 Shares 352 Est. Cost $60.75 Unrealized
CIVI Civitas Resources Inc Ordinary Shares New 0.0%
Value $27,171 Shares 1,003 Est. Cost $27.69 Unrealized +3.0%
FISV Fiserv Inc Common 0.0%
Value $27,002 Shares 402 Est. Cost $109.69 Unrealized -23.5%
EWC Ishares Msci Canada Index Etf 0.0%
Value $26,965 Shares 500 Est. Cost $50.55 Unrealized
THO Thor Industries, Inc. Ordinary Shares 0.0%
Value $26,694 Shares 260 Est. Cost $77.74 Unrealized +32.9%
PAYX Paychex Inc. Com 0.0%
Value $26,250 Shares 234 Est. Cost $139.29 Unrealized -16.3%
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value $25,740 Shares 671 Est. Cost $38.12 Unrealized +3.2%
RIO Rio Tinto PLC Spon ADR 0.0%
Value $25,610 Shares 320 Est. Cost $64.17 Unrealized
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value $25,323 Shares 264 Est. Cost $89.67 Unrealized +2.0%
DECK Deckers Outdoor Corp 0.0%
Value $25,192 Shares 243 Est. Cost $110.00 Unrealized -14.8%
FR First Industrial Realty Trust, Inc. Ordinary Shares 0.0%
Value $25,027 Shares 437 Est. Cost $51.47 Unrealized
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value $24,795 Shares 190 Est. Cost $140.03 Unrealized -4.9%
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value $24,695 Shares 384 Est. Cost $41.20 Unrealized +62.3%
SMG Scotts Miracle-Gro Company Ordinary Shares - Class A 0.0%
Value $24,624 Shares 422 Est. Cost $55.60 Unrealized -0.8%
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value $24,228 Shares 360 Est. Cost $66.57 Unrealized +1.0%
SNX Td Synnex Corp Ordinary Shares 0.0%
Value $23,887 Shares 159 Est. Cost $116.29 Unrealized +31.4%
HPE Hewlett Packard Enterprise Co 0.0%
Value $23,684 Shares 986 Est. Cost $13.96 Unrealized +67.8%
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value $22,415 Shares 278 Est. Cost $80.81 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value $22,397 Shares 371 Est. Cost $52.86 Unrealized
D Dominion RES Inc VA New Com 0.0%
Value $22,381 Shares 382 Est. Cost $48.55 Unrealized +23.1%
SMH Vaneck Etf Trust Semiconductor 0.0%
Value $22,328 Shares 62 Est. Cost $278.89 Unrealized
PINS Pinterest Inc 0.0%
Value $22,317 Shares 862 Est. Cost $33.96 Unrealized -15.2%
CGGO Capital Group Companies Inc Global Growth Equity Etf 0.0%
Value $21,830 Shares 630 Est. Cost $31.97 Unrealized
FIX Comfort Systems Usa, Inc. Ordinary Shares 0.0%
Value $21,466 Shares 23 Est. Cost $402.00 Unrealized +129.6%
COWZ Pacer Funds Trust US Cash Cows 100 Etf 0.0%
Value $21,421 Shares 356 Est. Cost $55.10 Unrealized
XEL XCEL Energy Inc Com 0.0%
Value $21,419 Shares 290 Est. Cost $71.34 Unrealized +9.7%
AA Alcoa Corp COMMON 0.0%
Value $21,362 Shares 402 Est. Cost $26.80 Unrealized +52.6%
TRIP Tripadvisor Inc. Ordinary Shares 0.0%
Value $21,127 Shares 1,451 Est. Cost $13.37 Unrealized +13.8%
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value $21,113 Shares 504 Est. Cost $53.10 Unrealized +10.6%
APA APA Corp (Us) COMMON 0.0%
Value $20,253 Shares 828 Est. Cost $16.87 Unrealized +43.1%
FTV Fortive Corp Ordinary Shares 0.0%
Value $20,096 Shares 364 Est. Cost $58.22 Unrealized -10.9%
PK Park Hotels & Resorts Inc Ordinary Shares 0.0%
Value $19,843 Shares 1,897 Est. Cost $10.23 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria, SA 0.0%
Value $19,487 Shares 836 Est. Cost $23.31 Unrealized
ARE Alexandria Real Estate Equities INC Eq Reit CORP COMMON 0.0%
Value $19,331 Shares 395 Est. Cost $70.79 Unrealized -18.0%
AEE Ameren Corp Com 0.0%
Value $19,273 Shares 193 Est. Cost $69.05 Unrealized +47.7%
TTD Trade Desk Inc Ordinary Shares - Class A 0.0%
Value $19,170 Shares 505 Est. Cost $64.20 Unrealized -31.0%
FDX FedEx Corp Com 0.0%
Value $18,487 Shares 64 Est. Cost $254.77 Unrealized +2.7%
RACE Ferrari Nv CORP COMMON 0.0%
Value $18,478 Shares 50 Est. Cost $255.40 Unrealized +56.7%
ING ING Groep NV Spons ADR 0.0%
Value $18,452 Shares 659 Est. Cost $17.14 Unrealized
RYN Rayonier INC Reit CORP COMMON 0.0%
Value $17,991 Shares 831 Est. Cost $26.09 Unrealized
APLE Apple Hospitality Reit Inc Ordinary Shares 0.0%
Value $16,922 Shares 1,428 Est. Cost $14.85 Unrealized
TDIV First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index 0.0%
Value $16,850 Shares 174 Est. Cost $73.61 Unrealized
IEI Blackrock Institutional Trust Company N.A. Ishares 3-7 Year Treasury Bond Etf 0.0%
Value $16,828 Shares 141 Est. Cost $119.09 Unrealized
WSM Williams-Sonoma Inc 0.0%
Value $16,787 Shares 94 Est. Cost $187.24 Unrealized 0.0%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value $16,433 Shares 120 Est. Cost $113.75 Unrealized
BTI British American Tobacco 0.0%
Value $16,307 Shares 288 Est. Cost $56.62 Unrealized
SDVY First Trust Exchange-Traded Fund Vi Smid Cap Rising Dividend Achievers Etf 0.0%
Value $16,094 Shares 420 Est. Cost $35.28 Unrealized
NU Nu Holdings Ltd Ordinary Shares Class A 0.0%
Value $15,786 Shares 943 Est. Cost $13.95 Unrealized +15.2%
TEL Te Connectivity Plc Registered Shares 0.0%
Value $15,471 Shares 68 Est. Cost $190.52 Unrealized +21.4%
CPT Camden Property Trust Ordinary Shares 0.0%
Value $15,411 Shares 140 Est. Cost $107.74 Unrealized -4.3%
VIG Vanguard Div Appreciation ETF 0.0%
Value $15,385 Shares 70 Est. Cost $171.68 Unrealized
MRNA Moderna INC CORP COMMON 0.0%
Value $15,364 Shares 521 Est. Cost $99.16 Unrealized -72.6%
NUE Nucor Corp COMMON 0.0%
Value $15,332 Shares 94 Est. Cost $115.51 Unrealized +29.7%
XLB state Street Materials Select Sector SPDR Etf 0.0%
Value $15,328 Shares 338 Est. Cost $66.58 Unrealized
MFS Investment Management Municipal Income Trust 0.0%
Value $15,313 Shares 2,820 Est. Cost $5.36 Unrealized
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value $14,713 Shares 915 Est. Cost $17.57 Unrealized -0.7%
SNPS Synopsys Inc Com 0.0%
Value $14,561 Shares 31 Est. Cost $480.84 Unrealized -7.6%
RITM Rithm Capital Corp COMMON 0.0%
Value $13,854 Shares 1,271 Est. Cost $10.68 Unrealized
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value $13,410 Shares 696 Est. Cost $20.71 Unrealized
CE Celanese Corp Series A 0.0%
Value $13,318 Shares 315 Est. Cost $57.45 Unrealized -29.0%
IWS Ishares Russell Midcap Value 0.0%
Value $13,259 Shares 94 Est. Cost $86.15 Unrealized
GEN Gen Digital Inc 0.0%
Value $13,078 Shares 481 Est. Cost $26.85 Unrealized 0.0%
B Barrick Mining Corp. Ordinary Shares 0.0%
Value $13,021 Shares 299 Est. Cost $37.42 Unrealized 0.0%
CLX Clorox Co Del Com 0.0%
Value $12,906 Shares 128 Est. Cost $146.31 Unrealized -26.0%
FTGS First Trust Exchange-Traded Fund Growth Strength Etf 0.0%
Value $12,832 Shares 363 Est. Cost $29.75 Unrealized
MRSH Marsh 0.0%
Value $12,430 Shares 67 Est. Cost $190.14 Unrealized -1.9%
KBR Kbr Inc Ordinary Shares 0.0%
Value $12,422 Shares 309 Est. Cost $48.19 Unrealized -11.3%
CME CME Group Inc 0.0%
Value $12,289 Shares 45 Est. Cost $270.74 Unrealized 0.0%
EMN Eastman Chemical CO CORP COMMON 0.0%
Value $12,192 Shares 191 Est. Cost $66.68 Unrealized -8.5%
NEM Newmont Mining Corp 0.0%
Value $12,182 Shares 122 Est. Cost $74.67 Unrealized +20.8%
CHE Chemed Corp. Ordinary Shares 0.0%
Value $11,980 Shares 28 Est. Cost $451.98 Unrealized -3.8%
FERG Ferguson Enterprises Inc. Ordinary Shares 0.0%
Value $11,799 Shares 53 Est. Cost $194.48 Unrealized +22.4%
HYD Vaneck High Yield Muni Etf 0.0%
Value $11,706 Shares 229 Est. Cost $50.90 Unrealized
PAGP Plains Gp Holdings Lp Ordinary Shares - Class A 0.0%
Value $11,484 Shares 600 Est. Cost $19.14 Unrealized
NAGE Niagen Bioscience Inc. 0.0%
Value $11,346 Shares 1,784 Est. Cost $5.47 Unrealized +27.1%
IEX IDEX Corp 0.0%
Value $11,032 Shares 62 Est. Cost $175.50 Unrealized -2.7%
LULU Lululemon Athletica INC CORP COMMON 0.0%
Value $11,014 Shares 53 Est. Cost $337.11 Unrealized -46.3%
SCCO Southern Copper Corp 0.0%
Value $10,904 Shares 76 Est. Cost $87.06 Unrealized +52.5%
A Agilent Technologies Inc 0.0%
Value $10,886 Shares 80 Est. Cost $135.18 Unrealized +6.3%
MTCH Match Group Inc. Ordinary Shares - New 0.0%
Value $10,882 Shares 337 Est. Cost $35.47 Unrealized -7.4%
ELF e.l.f. Beauty Inc Ordinary Shares 0.0%
Value $10,722 Shares 141 Est. Cost $85.34 Unrealized +15.3%
NET Cloudflare Inc Ordinary Shares - Class A 0.0%
Value $10,646 Shares 54 Est. Cost $211.53 Unrealized 0.0%
MTSI Macom Technology Solutions Holdings Inc Ordinary Shares 0.0%
Value $10,619 Shares 62 Est. Cost $158.72 Unrealized 0.0%
EXC Exelon Corporation 0.0%
Value $10,462 Shares 240 Est. Cost $36.51 Unrealized +24.5%
AES AES Corp Com 0.0%
Value $10,454 Shares 729 Est. Cost $13.07 Unrealized +7.4%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value $10,424 Shares 366 Est. Cost $25.30 Unrealized
WMS Advanced Drainage Systems Inc Ordinary Shares 0.0%
Value $10,283 Shares 71 Est. Cost $131.06 Unrealized +10.4%
DG Dollar General Corp. Ordinary Shares 0.0%
Value $9,825 Shares 74 Est. Cost $111.51 Unrealized 0.0%
GPK Graphic Packaging Holding Co Ordinary Shares 0.0%
Value $9,819 Shares 652 Est. Cost $21.74 Unrealized -24.4%
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value $9,759 Shares 281 Est. Cost $35.89 Unrealized
GBTC Grayscale Bitcoin Trust (Btc) CORP COMMON 0.0%
Value $9,570 Shares 140 Est. Cost $74.02 Unrealized
RSG Republic Services Inc 0.0%
Value $9,537 Shares 45 Est. Cost $145.85 Unrealized +47.1%
STLD Steel Dynamics, Inc 0.0%
Value $9,489 Shares 56 Est. Cost $158.36 Unrealized 0.0%
UNM Unumprovident Corp Com 0.0%
Value $9,455 Shares 122 Est. Cost $76.48 Unrealized 0.0%
LPX Louisiana-pacific Corp Louisiana Pacific COMMON 0.0%
Value $9,449 Shares 117 Est. Cost $92.32 Unrealized -8.5%
SPXC Spx Technologies Inc Ordinary Shares 0.0%
Value $9,203 Shares 46 Est. Cost $200.07 Unrealized
ARKB Ark 21shares Bitcoin Etf 0.0%
Value $9,148 Shares 315 Est. Cost $54.95 Unrealized
SCHW Schwab Charles Corp New Com 0.0%
Value $8,992 Shares 90 Est. Cost $56.12 Unrealized +68.8%
Alliancebernstein L.P. National Municipal Income Fund Inc 0.0%
Value $8,959 Shares 828 Est. Cost $10.82 Unrealized
PRIM Primoris Services Corp Ordinary Shares 0.0%
Value $8,938 Shares 72 Est. Cost $130.57 Unrealized 0.0%
FIXD First Trust Exchange-Traded Fund Viii First Trust Smith Opportunistic Fixed Income ETF 0.0%
Value $8,775 Shares 198 Est. Cost $43.84 Unrealized
NTRS Northern Trust Corp 0.0%
Value $8,605 Shares 63 Est. Cost $130.74 Unrealized 0.0%
RBC Rbc Bearings Inc. Ordinary Shares 0.0%
Value $8,520 Shares 19 Est. Cost $423.49 Unrealized 0.0%
DYNF Blackrock Etf Trust Ishares U.S. Equity Factor Rotation Active 0.0%
Value $8,513 Shares 140 Est. Cost $54.46 Unrealized
LSCC Lattice Semiconductor Corp COMMON 0.0%
Value $8,388 Shares 114 Est. Cost $73.32 Unrealized
DAL Delta Air Lines Inc Del Common New 0.0%
Value $8,259 Shares 119 Est. Cost $62.45 Unrealized 0.0%
TSCO Tractor Supply Co Com 0.0%
Value $8,252 Shares 165 Est. Cost $52.25 Unrealized +2.8%
HBAN Huntington Bancshares Inc Common 0.0%
Value $8,241 Shares 475 Est. Cost $15.52 Unrealized +5.0%
SAM Boston Beer Co A 0.0%
Value $8,195 Shares 42 Est. Cost $212.75 Unrealized -3.1%
FTCB First Trust Exchange-Traded Fund Iv Core Investment Grade Etf 0.0%
Value $8,131 Shares 383 Est. Cost $20.99 Unrealized
STRL Sterling Infrastructure Inc Ordinary Shares 0.0%
Value $7,962 Shares 26 Est. Cost $344.54 Unrealized 0.0%
MEDP Medpace Holdings Inc Ordinary Shares 0.0%
Value $7,863 Shares 14 Est. Cost $567.64 Unrealized 0.0%
CXT Crane Nxt Co Ordinary Shares 0.0%
Value $7,719 Shares 164 Est. Cost $59.28 Unrealized -0.5%
XLP State Street Consumer Staples Select Sector Spdr Etf 0.0%
Value $7,690 Shares 99 Est. Cost $80.97 Unrealized
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value $7,628 Shares 93 Est. Cost $75.71 Unrealized +2.9%
EBAY Ebay Inc Com 0.0%
Value $7,055 Shares 81 Est. Cost $48.08 Unrealized +79.6%
SF Stifel Financial Corp 0.0%
Value $6,887 Shares 55 Est. Cost $119.59 Unrealized 0.0%
SPG Simon Ppty Group Inc New Com 0.0%
Value $6,849 Shares 37 Est. Cost $118.55 Unrealized +51.8%
ASTS Ast Spacemobile Inc Ordinary Shares - Class A 0.0%
Value $6,827 Shares 94 Est. Cost $22.55 Unrealized +216.5%
SHW Sherwin Williams CORP COMMON 0.0%
Value $6,805 Shares 21 Est. Cost $334.11 Unrealized 0.0%
PWR Quanta Services Inc 0.0%
Value $6,753 Shares 16 Est. Cost $375.38 Unrealized +17.0%
BUFG First Trust Portfolios L.P Ft Vest Buffered Allocation Growth Etf 0.0%
Value $6,742 Shares 245 Est. Cost $23.79 Unrealized
BUFT First Trust Portfolios L.P Ft Vest Buffered Allocation Defensive Etf 0.0%
Value $6,619 Shares 269 Est. Cost $22.45 Unrealized
UWMC Uwm Holdings Corp CLASS A COMMON 0.0%
Value $6,570 Shares 1,500 Est. Cost $9.70 Unrealized -44.5%
SHEL Shell Plc ADR Each Rep 2 CORP COMMON 0.0%
Value $6,319 Shares 86 Est. Cost $73.48 Unrealized
HLI Houlihan Lokey Inc Ordinary Shares - Class A 0.0%
Value $6,271 Shares 36 Est. Cost $183.13 Unrealized 0.0%
PNC PNC Finl Svcs Group Inc Common 0.0%
Value $6,262 Shares 30 Est. Cost $192.78 Unrealized 0.0%
FDT First Trust Exchange-Traded Fund Iii Developed Markets ex-US Alphadex 0.0%
Value $6,197 Shares 78 Est. Cost $58.26 Unrealized
VNOM Viper Energy Inc 0.0%
Value $6,181 Shares 160 Est. Cost $38.10 Unrealized -0.6%
BK Bank of New York Mellon Corp 0.0%
Value $6,153 Shares 53 Est. Cost $110.50 Unrealized 0.0%
AFLG First Trust Exchange-Traded Fund Viii Active Factor Large Cap Etf 0.0%
Value $6,100 Shares 156 Est. Cost $33.69 Unrealized
COR Cencora INC CORP COMMON 0.0%
Value $6,080 Shares 18 Est. Cost $340.62 Unrealized 0.0%
APPF Appfolio Inc Ordinary Shares - Class A 0.0%
Value $6,049 Shares 26 Est. Cost $237.64 Unrealized 0.0%
STAG Stag Industrial INC Reit CORP COMMON 0.0%
Value $5,955 Shares 162 Est. Cost $36.76 Unrealized
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.0%
Value $5,939 Shares 72 Est. Cost $70.52 Unrealized
LEN Lennar Corp CLASS A COMMON 0.0%
Value $5,860 Shares 57 Est. Cost $123.58 Unrealized -2.3%
HLT Hilton Worldwide Holdings Inc Ordinary Shares 0.0%
Value $5,745 Shares 20 Est. Cost $270.09 Unrealized +0.8%
LGOV First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf 0.0%
Value $5,719 Shares 262 Est. Cost $21.50 Unrealized
PCG PG&E Corp Common 0.0%
Value $5,689 Shares 354 Est. Cost $15.92 Unrealized 0.0%
PATK Patrick Industries, Inc. Ordinary Shares 0.0%
Value $5,638 Shares 52 Est. Cost $104.64 Unrealized 0.0%
PEG Public Service Enterprise Gr 0.0%
Value $5,621 Shares 70 Est. Cost $81.08 Unrealized 0.0%
HEI/A Heico Corp. Ordinary Shares - Class A 0.0%
Value $5,553 Shares 22 Est. Cost $246.96 Unrealized 0.0%
ITT Itt Inc Ordinary Shares 0.0%
Value $5,552 Shares 32 Est. Cost $179.17 Unrealized 0.0%
KEX Kirby Corporation 0.0%
Value $5,509 Shares 50 Est. Cost $100.46 Unrealized +1.2%
SKYY First Trust Exchange-Traded Fund Iii Cloud Computing Etf 0.0%
Value $5,463 Shares 42 Est. Cost $121.64 Unrealized
FEP First Trust Exchange-Traded Fund Iii Europe Alphadex 0.0%
Value $5,429 Shares 101 Est. Cost $40.83 Unrealized
TDG Transdigm Group INC CORP COMMON 0.0%
Value $5,319 Shares 4 Est. Cost $1310.75 Unrealized 0.0%
RHI Robert Half Inc 0.0%
Value $5,269 Shares 194 Est. Cost $71.89 Unrealized -60.3%
KBWB Invesco Capital Management LLC Kbw Bank Etf 0.0%
Value $5,226 Shares 62 Est. Cost $71.61 Unrealized
KVUE Kenvue INC CORP COMMON 0.0%
Value $5,210 Shares 302 Est. Cost $16.26 Unrealized 0.0%
LYB Lyondellbasell Industries 0.0%
Value $5,196 Shares 120 Est. Cost $44.45 Unrealized 0.0%
CMS CMS Energy Corp 0.0%
Value $5,175 Shares 74 Est. Cost $72.50 Unrealized 0.0%
FTCS First Trust Exchange-Traded Fund Iii Capital Strength Etf 0.0%
Value $5,088 Shares 55 Est. Cost $89.64 Unrealized
FIIG First Trust Exchange-Traded Fund Iv Intermediate Duration Investment Grade Corporate Etf 0.0%
Value $5,024 Shares 237 Est. Cost $20.75 Unrealized
USB US Bancorp Del Com New 0.0%
Value $4,962 Shares 93 Est. Cost $48.72 Unrealized 0.0%
LOPE Grand Canyon Education Inc Ordinary Shares 0.0%
Value $4,823 Shares 29 Est. Cost $180.87 Unrealized 0.0%
FJP First Trust Exchange-Traded Fund Iii Japan Alphadex 0.0%
Value $4,702 Shares 70 Est. Cost $54.81 Unrealized
AORT Artivion Inc Ordinary Shares 0.0%
Value $4,652 Shares 102 Est. Cost $44.54 Unrealized 0.0%
USFD US Foods Holding Corp Ordinary Shares 0.0%
Value $4,595 Shares 61 Est. Cost $75.09 Unrealized 0.0%
Cohen & Steers Funds Reit And Preferred Income Fund, Inc. 0.0%
Value $4,329 Shares 218 Est. Cost $28.39 Unrealized
ONC Beone Medicines Ltd ADR 0.0%
Value $4,253 Shares 14 Est. Cost $303.79 Unrealized
CVNA Carvana Co. Ordinary Shares - Class A 0.0%
Value $4,220 Shares 10 Est. Cost $371.73 Unrealized 0.0%
PAVE Global X Funds U.S. Infrastructure Development Etf 0.0%
Value $4,206 Shares 88 Est. Cost $43.58 Unrealized
HRB H&R Block Inc. Ordinary Shares 0.0%
Value $4,140 Shares 95 Est. Cost $46.41 Unrealized 0.0%
DCO Ducommun Inc. Ordinary Shares 0.0%
Value $4,091 Shares 43 Est. Cost $93.15 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value $4,047 Shares 5 Est. Cost $867.08 Unrealized 0.0%
MTDR Matador Resources Co Ordinary Shares 0.0%
Value $4,032 Shares 95 Est. Cost $42.00 Unrealized 0.0%
AU Anglogold Ashanti Plc. Ordinary Shares 0.0%
Value $4,008 Shares 47 Est. Cost $77.50 Unrealized 0.0%
SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETFf 0.0%
Value $3,950 Shares 156 Est. Cost $25.16 Unrealized
LNT Alliant Energy Corp. Ordinary Shares 0.0%
Value $3,901 Shares 60 Est. Cost $58.37 Unrealized +14.5%
RHP Ryman Hospitality Properties Inc Ordinary Shares 0.0%
Value $3,879 Shares 41 Est. Cost $94.61 Unrealized
SNY Sanofi-Aventis ADR 0.0%
Value $3,877 Shares 80 Est. Cost $48.46 Unrealized
NGG National Grid Plc ADR 0.0%
Value $3,868 Shares 50 Est. Cost $77.36 Unrealized
HLN Haleon Plc ADR Rep 2 CORP COMMON 0.0%
Value $3,822 Shares 378 Est. Cost $10.11 Unrealized
LMBS First Trust Exchange-Traded Fund Iii Low Duration Opportunities Etf 0.0%
Value $3,749 Shares 75 Est. Cost $49.16 Unrealized
ADC Agree Realty Corp. Ordinary Shares 0.0%
Value $3,746 Shares 52 Est. Cost $72.04 Unrealized
FEM First Trust Exchange-Traded Fund Iii Emerging Markets Alphadex 0.0%
Value $3,720 Shares 136 Est. Cost $22.86 Unrealized
FSIG First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf 0.0%
Value $3,704 Shares 193 Est. Cost $18.94 Unrealized
AME Ametek INC CORP COMMON 0.0%
Value $3,696 Shares 18 Est. Cost $194.36 Unrealized 0.0%
CNC Centene Corp Del Common 0.0%
Value $3,580 Shares 87 Est. Cost $37.43 Unrealized 0.0%
KDP Keurig Dr Pepper INC CORP COMMON 0.0%
Value $3,557 Shares 127 Est. Cost $30.82 Unrealized -11.6%
FTXO First Trust Exchange-Traded Fund Iii Nasdaq Bank Etf 0.0%
Value $3,552 Shares 94 Est. Cost $30.40 Unrealized
TOST Toast Inc Ordinary Shares - Class A 0.0%
Value $3,551 Shares 100 Est. Cost $39.30 Unrealized -8.3%
SRE Sempra Energy CORP COMMON 0.0%
Value $3,532 Shares 40 Est. Cost $90.54 Unrealized 0.0%
TPR Tapestry Inc 0.0%
Value $3,450 Shares 27 Est. Cost $114.03 Unrealized 0.0%
VMC Vulcan Materials Co 0.0%
Value $3,423 Shares 12 Est. Cost $293.14 Unrealized 0.0%
IBB Ishares Tr Nasdaq Biotechnology ETF 0.0%
Value $3,207 Shares 19 Est. Cost $126.51 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value $3,183 Shares 68 Est. Cost $39.97 Unrealized
WEC WEC Energy Group Inc 0.0%
Value $3,164 Shares 30 Est. Cost $110.27 Unrealized 0.0%
MLM Martin Marietta Materials 0.0%
Value $3,113 Shares 5 Est. Cost $621.36 Unrealized 0.0%
BBY Best Buy Inc 0.0%
Value $3,079 Shares 46 Est. Cost $75.46 Unrealized 0.0%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value $3,022 Shares 34 Est. Cost $91.09 Unrealized 0.0%
ED Consolidated Edison INC CORP COMMON 0.0%
Value $2,980 Shares 30 Est. Cost $99.12 Unrealized -0.3%
CPRT Copart INC CORP COMMON 0.0%
Value $2,897 Shares 74 Est. Cost $41.46 Unrealized 0.0%
CBRE Cbre Group Inc Ordinary Shares - Class A 0.0%
Value $2,894 Shares 18 Est. Cost $157.23 Unrealized 0.0%
Nuveen Municipal High Income Opportunity Fund 0.0%
Value $2,863 Shares 281 Est. Cost $10.59 Unrealized
CCEP Coca-Cola Europacific Partners Plc Ordinary Shares 0.0%
Value $2,856 Shares 31 Est. Cost $89.63 Unrealized 0.0%
PNW Pinnacle West Capital Corp 0.0%
Value $2,838 Shares 32 Est. Cost $89.23 Unrealized 0.0%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value $2,809 Shares 60 Est. Cost $43.65 Unrealized 0.0%
WCN Waste Connections Inc Common 0.0%
Value $2,806 Shares 16 Est. Cost $172.81 Unrealized 0.0%
WU The Western Union Co 0.0%
Value $2,793 Shares 300 Est. Cost $15.69 Unrealized
DOX Amdocs Limited 0.0%
Value $2,737 Shares 34 Est. Cost $79.88 Unrealized 0.0%
NTR Nutrien LTD 0.0%
Value $2,716 Shares 44 Est. Cost $58.85 Unrealized 0.0%
VRSK Verisk Analytics Inc Ordinary Shares 0.0%
Value $2,684 Shares 12 Est. Cost $225.29 Unrealized 0.0%
IMO Imperial Oil Ltd. Ordinary Shares 0.0%
Value $2,676 Shares 31 Est. Cost $90.69 Unrealized 0.0%
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.0%
Value $2,576 Shares 12 Est. Cost $188.63 Unrealized
MCK McKesson Corp Com 0.0%
Value $2,461 Shares 3 Est. Cost $815.57 Unrealized 0.0%
ARMK Aramark CORP COMMON 0.0%
Value $2,433 Shares 66 Est. Cost $37.92 Unrealized 0.0%
ALNY Alnylam Pharmaceuticals Inc Common 0.0%
Value $2,386 Shares 6 Est. Cost $442.56 Unrealized 0.0%
SNAP Snap INC CLASS A CORP COMMON 0.0%
Value $2,332 Shares 289 Est. Cost $7.91 Unrealized 0.0%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value $2,177 Shares 34 Est. Cost $64.03 Unrealized
CCK Crown Holdings Inc Holding Co 0.0%
Value $2,161 Shares 21 Est. Cost $97.34 Unrealized 0.0%
BJ Bj`s Wholesale Club Holdings Inc Ordinary Shares 0.0%
Value $2,071 Shares 23 Est. Cost $91.80 Unrealized 0.0%
IT Gartner, Inc. Ordinary Shares 0.0%
Value $2,018 Shares 8 Est. Cost $291.66 Unrealized -17.5%
AR Antero Resources Corp Ordinary Shares 0.0%
Value $1,999 Shares 58 Est. Cost $33.87 Unrealized 0.0%
SLB SLB Limited 0.0%
Value $1,996 Shares 52 Est. Cost $45.87 Unrealized -21.4%
RRX Regal Rexnord Corp Ordinary Shares 0.0%
Value $1,964 Shares 14 Est. Cost $142.29 Unrealized 0.0%
TSN Tyson Foods, Inc. Ordinary Shares - Class A 0.0%
Value $1,876 Shares 32 Est. Cost $54.61 Unrealized 0.0%
EQNR Equinor Asa ADR 0.0%
Value $1,867 Shares 79 Est. Cost $23.63 Unrealized
OVV Ovintiv INC CORP COMMON 0.0%
Value $1,764 Shares 45 Est. Cost $38.77 Unrealized 0.0%
ABNB Airbnb Inc Ordinary Shares - Class A 0.0%
Value $1,764 Shares 13 Est. Cost $124.53 Unrealized 0.0%
MMS Maximus Inc. Ordinary Shares 0.0%
Value $1,726 Shares 20 Est. Cost $85.48 Unrealized 0.0%
DLTR Dollar Tree Inc 0.0%
Value $1,722 Shares 14 Est. Cost $77.17 Unrealized +38.8%
LVS Las Vegas Sands Corp 0.0%
Value $1,562 Shares 24 Est. Cost $61.19 Unrealized 0.0%
G Genpact Ltd Ordinary Shares 0.0%
Value $1,544 Shares 33 Est. Cost $43.25 Unrealized 0.0%
DEO Diageo PLC Sponsored ADR 0.0%
Value $1,467 Shares 17 Est. Cost $86.29 Unrealized
AIRO Airo Group Holdings Inc 0.0%
Value $1,432 Shares 175 Est. Cost $21.92 Unrealized -41.2%
GSK GSK PLC ADR 0.0%
Value $1,422 Shares 29 Est. Cost $49.03 Unrealized
LYFT Lyft Inc Ordinary Shares Cls A 0.0%
Value $1,414 Shares 73 Est. Cost $20.79 Unrealized 0.0%
RIVN Rivian Automotive Inc Ordinary Shares - Class A 0.0%
Value $1,380 Shares 70 Est. Cost $15.87 Unrealized 0.0%
AEO American Eagle Outfitters Inc. Ordinary Shares 0.0%
Value $1,345 Shares 51 Est. Cost $19.66 Unrealized 0.0%
F Ford Mtr Co Del 0.0%
Value $1,312 Shares 100 Est. Cost $10.44 Unrealized +22.9%
OTEX Open Text Corp 0.0%
Value $1,303 Shares 40 Est. Cost $35.42 Unrealized 0.0%
NWSA News Corp (2013) Cl A 0.0%
Value $1,280 Shares 49 Est. Cost $26.23 Unrealized 0.0%
SWKS Skyworks Solutions Inc Common 0.0%
Value $1,268 Shares 20 Est. Cost $83.34 Unrealized -16.7%
UPS United Parcel Service 0.0%
Value $1,190 Shares 12 Est. Cost $135.41 Unrealized -31.5%
ADSK Autodesk INC CORP COMMON 0.0%
Value $1,184 Shares 4 Est. Cost $302.56 Unrealized 0.0%
SIRI Sirius Xm Holdings Inc. Ordinary Shares 0.0%
Value $1,120 Shares 56 Est. Cost $25.50 Unrealized -15.7%
SOC Sable Offshore Corp. Ordinary Shares 0.0%
Value $1,118 Shares 124 Est. Cost $23.26 Unrealized -59.4%
AYI Acuity Brands Inc Common 0.0%
Value $1,080 Shares 3 Est. Cost $361.21 Unrealized 0.0%
FTI Technipfmc Plc Ordinary Shares 0.0%
Value $1,069 Shares 24 Est. Cost $42.20 Unrealized 0.0%
KNX Knight-Swift Transportation Holdings Inc Ordinary Shares - Class A 0.0%
Value $1,046 Shares 20 Est. Cost $46.76 Unrealized 0.0%
HUM Humana INC CORP COMMON 0.0%
Value $1,025 Shares 4 Est. Cost $261.32 Unrealized 0.0%
ALB Albemarle Corp COMMON 0.0%
Value $990 Shares 7 Est. Cost $58.64 Unrealized +93.1%
WMG Warner Music Group Corp CLASS A COMMON 0.0%
Value $951 Shares 31 Est. Cost $30.24 Unrealized 0.0%
ON On Semiconductor Corp COMMON 0.0%
Value $921 Shares 17 Est. Cost $51.30 Unrealized 0.0%
ANF Abercrombie & Fitch Co. Ordinary Shares - Class A 0.0%
Value $881 Shares 7 Est. Cost $87.43 Unrealized 0.0%
AVNS Avanos Med Inc 0.0%
Value $853 Shares 76 Est. Cost $11.71 Unrealized -2.3%
SRVR Pacer Funds Trust Data & Infrastructure Real Estate Etf 0.0%
Value $802 Shares 28 Est. Cost $32.32 Unrealized
GFS Globalfoundries Inc Ordinary Shares 0.0%
Value $768 Shares 22 Est. Cost $35.57 Unrealized 0.0%
RH Rh Ordinary Shares - Class A 0.0%
Value $717 Shares 4 Est. Cost $171.01 Unrealized 0.0%
SFM Sprouts Farmers Market Inc Ordinary Shares 0.0%
Value $717 Shares 9 Est. Cost $89.72 Unrealized 0.0%
XYZ Block Inc 0.0%
Value $716 Shares 11 Est. Cost $68.98 Unrealized 0.0%
DOW Dow INC CORP COMMON 0.0%
Value $701 Shares 30 Est. Cost $31.82 Unrealized -28.4%
OSK Oshkosh Corp COMMON 0.0%
Value $628 Shares 5 Est. Cost $127.92 Unrealized 0.0%
DXCM Dexcom INC CORP COMMON 0.0%
Value $597 Shares 9 Est. Cost $74.04 Unrealized -12.7%
PDD Pdd Holdings INC Ads 0.0%
Value $567 Shares 5 Est. Cost $113.40 Unrealized
AIG American International Group Inc 0.0%
Value $513 Shares 6 Est. Cost $79.11 Unrealized +0.7%
CELH Celsius Holdings Inc Ordinary Shares 0.0%
Value $503 Shares 11 Est. Cost $50.38 Unrealized 0.0%
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value $482 Shares 3 Est. Cost $89.91 Unrealized +63.9%
CZR Caesars Entertainment Inc Ordinary Shares 0.0%
Value $468 Shares 20 Est. Cost $22.48 Unrealized 0.0%
HUBS Hubspot Inc Ordinary Shares 0.0%
Value $401 Shares 1 Est. Cost $414.24 Unrealized 0.0%
LPLA Lpl Financial Holdings INC CORP COMMON 0.0%
Value $357 Shares 1 Est. Cost $353.69 Unrealized 0.0%
EVR Evercore Partners Inc 0.0%
Value $340 Shares 1 Est. Cost $320.89 Unrealized 0.0%
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value $300 Shares 6 Est. Cost $49.93 Unrealized
SCHC Schwab International Small Cap Equity Etf Internationnal Eqy 0.0%
Value $228 Shares 5 Est. Cost $44.46 Unrealized
HOOD Robinhood Markets Inc Ordinary Shares - Class A 0.0%
Value $226 Shares 2 Est. Cost $130.05 Unrealized 0.0%
KOS Kosmos Energy Ltd Ordinary Shares 0.0%
Value $158 Shares 174 Est. Cost $1.32 Unrealized 0.0%
VTRS Viatris INC CORP COMMON 0.0%
Value $112 Shares 9 Est. Cost $10.25 Unrealized +4.6%
SG Sweetgreen Inc Ordinary Shares - Class A 0.0%
Value $108 Shares 16 Est. Cost $6.87 Unrealized 0.0%
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 0.0%
Value $67 Shares 1 Est. Cost $65.00 Unrealized
CHPT Chargepoint Holdings INC 0.0%
Value $33 Shares 5 Est. Cost $11.45 Unrealized -17.4%
Escrow Altegrity Inc. 0.0%
Value $30 Shares 8 Est. Cost $3.75 Unrealized
Gulf United Energy Inc. Ordinary Shares 0.0%
Value $3 Shares 30,000 Est. Cost $0.00 Unrealized