MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 7, 2024

Total Value ($000): $1,694,168 (100.0% shares, 0.0% debt)

Holdings (732)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 4.5%
Value ($000) $76,771 Shares 1,909,730 Est. Cost $42.60 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.1%
Value ($000) $69,264 Shares 222,030 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.7%
Value ($000) $62,439 Shares 200,150 Est. Cost $193.28 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID ADVISOR 3.1%
Value ($000) $52,321 Shares 3,005,217 Est. Cost $14.11 Unrealized
DODFX DODGE COX INTERNATIONAL STOCK FUND 2.8%
Value ($000) $46,979 Shares 926,430 Est. Cost $43.22 Unrealized
GQGIX GQG PARTNERS EMERGING MKTS EQUITY INSTL 2.6%
Value ($000) $43,430 Shares 2,361,616 Est. Cost $15.60 Unrealized
FNWFX AMERICAN NEW WORLD FUND F3 2.5%
Value ($000) $42,345 Shares 527,790 Est. Cost $69.66 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 1.8%
Value ($000) $31,259 Shares 1,672,476 Est. Cost $15.63 Unrealized
AVGO BROADCOM INC 1.7%
Value ($000) $29,031 Shares 18,082 Est. Cost $24.49 Unrealized +462.2%
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 1.7%
Value ($000) $28,424 Shares 2,982,575 Est. Cost $10.22 Unrealized
MSFT MICROSOFT CORPORATION 1.6%
Value ($000) $27,334 Shares 61,156 Est. Cost $62.31 Unrealized +569.7%
FTRBX FEDERATED TOTAL RETURN BOND FUND 1.5%
Value ($000) $25,937 Shares 2,779,972 Est. Cost $9.53 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.5%
Value ($000) $25,819 Shares 47,443 Est. Cost $461.80 Unrealized
AAPL APPLE INC. 1.4%
Value ($000) $22,874 Shares 108,601 Est. Cost $82.59 Unrealized +124.2%
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.3%
Value ($000) $21,644 Shares 694,161 Est. Cost $21.33 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $21,433 Shares 105,967 Est. Cost $54.38 Unrealized +247.9%
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.2%
Value ($000) $19,958 Shares 1,332,286 Est. Cost $15.12 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 1.1%
Value ($000) $18,562 Shares 704,192 Est. Cost $20.39 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $17,405 Shares 140,592 Est. Cost $55.90 Unrealized +117.7%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $16,104 Shares 130,352 Est. Cost $92.42 Unrealized +9.3%
GOOGL ALPHABET INC CL A 0.9%
Value ($000) $15,273 Shares 83,846 Est. Cost $106.20 Unrealized +57.6%
APH AMPHENOL CORP - CLASS A 0.9%
Value ($000) $15,216 Shares 225,854 Est. Cost $40.71 Unrealized +52.8%
GSIMX GOLDMAN SACHS GQG PARTNERS INTL INSTL SHS 0.9%
Value ($000) $14,984 Shares 646,416 Est. Cost $22.63 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $14,848 Shares 101,589 Est. Cost $89.84 Unrealized +57.4%
AMZN AMAZON.COM INC. 0.9%
Value ($000) $14,534 Shares 75,206 Est. Cost $122.06 Unrealized +50.5%
MCD MCDONALDS CORP. 0.9%
Value ($000) $14,531 Shares 57,020 Est. Cost $105.73 Unrealized +141.2%
COST COSTCO WHOLESALE CORP. 0.9%
Value ($000) $14,528 Shares 17,092 Est. Cost $104.76 Unrealized +638.7%
CMCSA COMCAST CORP. CLASS A 0.8%
Value ($000) $14,135 Shares 360,963 Est. Cost $30.97 Unrealized +19.8%
BILPX BLACKROCK EVENT DRIVEN EQUITY FUND 0.8%
Value ($000) $14,093 Shares 1,407,897 Est. Cost $9.70 Unrealized
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.8%
Value ($000) $13,741 Shares 1,285,370 Est. Cost $11.06 Unrealized
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $13,385 Shares 39,483 Est. Cost $87.48 Unrealized +71.0%
RUSHA RUSH ENTERPRISES INC-CL A 0.8%
Value ($000) $13,176 Shares 314,696 Est. Cost $36.01 Unrealized +27.5%
XOM EXXON MOBIL CORPORATION 0.7%
Value ($000) $12,671 Shares 110,068 Est. Cost $75.74 Unrealized +45.3%
APO APOLLO GLOBAL MANAGEMENT INC 0.7%
Value ($000) $12,585 Shares 106,591 Est. Cost $60.41 Unrealized +83.6%
GLD SPDR GOLD TRUST 0.7%
Value ($000) $12,517 Shares 58,218 Est. Cost $122.61 Unrealized
TJX TJX COMPANIES INC 0.7%
Value ($000) $12,334 Shares 112,029 Est. Cost $43.05 Unrealized +129.2%
META META PLATFORMS INC. 0.7%
Value ($000) $12,185 Shares 24,166 Est. Cost $224.94 Unrealized +114.9%
WMT WAL-MART, INC. 0.7%
Value ($000) $11,893 Shares 175,648 Est. Cost $51.62 Unrealized +20.0%
WM WASTE MANAGEMENT INC (NEW) 0.7%
Value ($000) $11,525 Shares 54,024 Est. Cost $143.57 Unrealized +41.3%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $11,436 Shares 20,680 Est. Cost $123.30 Unrealized +362.1%
ADBE ADOBE INC 0.7%
Value ($000) $11,224 Shares 20,203 Est. Cost $352.53 Unrealized +37.4%
INTU INTUIT COM 0.7%
Value ($000) $11,189 Shares 17,025 Est. Cost $409.28 Unrealized +50.1%
GTEYX GATEWAY FUND 0.7%
Value ($000) $11,185 Shares 256,188 Est. Cost $31.60 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.7%
Value ($000) $11,173 Shares 81,622 Est. Cost $60.05 Unrealized +119.4%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $11,062 Shares 19,626 Est. Cost $360.52 Unrealized +47.9%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $10,891 Shares 24,079 Est. Cost $323.73 Unrealized +30.9%
TMUS T-MOBILE US INC 0.6%
Value ($000) $10,498 Shares 59,586 Est. Cost $115.30 Unrealized +41.9%
MCHP MICROCHIP TECHNOLOGY INC 0.6%
Value ($000) $10,439 Shares 114,086 Est. Cost $54.87 Unrealized +59.3%
CVX CHEVRON CORPORATION 0.6%
Value ($000) $10,405 Shares 66,520 Est. Cost $91.48 Unrealized +62.2%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.6%
Value ($000) $10,385 Shares 203,388 Est. Cost $53.57 Unrealized
CRM SALESFORCE INC. 0.6%
Value ($000) $10,376 Shares 40,358 Est. Cost $175.43 Unrealized +50.9%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $10,345 Shares 48,447 Est. Cost $106.22 Unrealized +73.0%
AHLYX AMERICAN BEACON AHL MGD FUTURES STRATEGY 0.6%
Value ($000) $10,037 Shares 946,931 Est. Cost $9.96 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.6%
Value ($000) $10,015 Shares 19,666 Est. Cost $255.34 Unrealized +85.3%
V VISA INC 0.6%
Value ($000) $9,831 Shares 37,457 Est. Cost $180.97 Unrealized +49.7%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $9,825 Shares 22,029 Est. Cost $348.66 Unrealized +21.5%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $9,741 Shares 43,053 Est. Cost $118.58 Unrealized +90.2%
SCHW CHARLES SCHWAB CORP NEW 0.6%
Value ($000) $9,583 Shares 130,039 Est. Cost $76.31 Unrealized -5.2%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $9,555 Shares 2,412 Est. Cost $3654.84 Unrealized 0.0%
ZTS ZOETIS INC 0.6%
Value ($000) $9,507 Shares 54,840 Est. Cost $104.14 Unrealized +56.9%
LOW LOWE'S COS. INC. 0.6%
Value ($000) $9,396 Shares 42,619 Est. Cost $192.04 Unrealized +15.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $9,380 Shares 47,095 Est. Cost $87.39 Unrealized +108.7%
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.5%
Value ($000) $9,310 Shares 638,125 Est. Cost $13.39 Unrealized
AON AON PLC COM 0.5%
Value ($000) $9,270 Shares 31,577 Est. Cost $305.64 Unrealized -4.3%
ACN ACCENTURE PLC 0.5%
Value ($000) $9,246 Shares 30,474 Est. Cost $90.52 Unrealized +230.7%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $8,904 Shares 136,061 Est. Cost $41.87 Unrealized +55.6%
DIS WALT DISNEY COMPANY 0.5%
Value ($000) $8,794 Shares 88,568 Est. Cost $83.46 Unrealized +26.4%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.5%
Value ($000) $8,473 Shares 185,088 Est. Cost $41.41 Unrealized
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $8,416 Shares 39,803 Est. Cost $156.77 Unrealized +44.9%
NEE NEXTERA ENERGY 0.5%
Value ($000) $8,409 Shares 118,749 Est. Cost $63.66 Unrealized +6.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $8,202 Shares 9,059 Est. Cost $441.99 Unrealized +78.9%
HSY THE HERSHEY COMPANY 0.5%
Value ($000) $7,827 Shares 42,579 Est. Cost $202.77 Unrealized -9.3%
NXPI NXP SEMICONDUCTORS NV 0.5%
Value ($000) $7,791 Shares 28,954 Est. Cost $171.44 Unrealized +45.9%
LIN LINDE PLC 0.5%
Value ($000) $7,678 Shares 17,497 Est. Cost $324.11 Unrealized +32.8%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $7,455 Shares 19,320 Est. Cost $423.26 Unrealized -4.0%
EMR EMERSON ELECTRIC COMPANY 0.4%
Value ($000) $7,338 Shares 66,609 Est. Cost $64.36 Unrealized +67.0%
TXN TEXAS INSTRUMENTS 0.4%
Value ($000) $7,231 Shares 37,174 Est. Cost $95.14 Unrealized +85.1%
KO COCA COLA CO. 0.4%
Value ($000) $6,869 Shares 107,917 Est. Cost $38.63 Unrealized +52.4%
HD HOME DEPOT INC 0.4%
Value ($000) $6,796 Shares 19,741 Est. Cost $305.51 Unrealized +7.2%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $6,720 Shares 33,566 Est. Cost $48.80 Unrealized +287.1%
TROIX T ROWE PRICE OVERSEAS STOCK-I 0.4%
Value ($000) $6,554 Shares 503,361 Est. Cost $11.33 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $6,515 Shares 52,628 Est. Cost $86.10 Unrealized +36.8%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $6,105 Shares 101,932 Est. Cost $38.87 Unrealized +43.4%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.4%
Value ($000) $6,069 Shares 672,839 Est. Cost $9.34 Unrealized
PAYX PAYCHEX INC COM 0.4%
Value ($000) $6,026 Shares 50,829 Est. Cost $112.18 Unrealized +3.7%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $5,887 Shares 142,738 Est. Cost $33.44 Unrealized +9.1%
APD AIR PRODUCTS & CHEMICAL INC 0.3%
Value ($000) $5,854 Shares 22,686 Est. Cost $152.18 Unrealized +59.3%
AZN ASTRAZENECA PLC-SPONS ADR 0.3%
Value ($000) $5,805 Shares 74,434 Est. Cost $59.92 Unrealized
CI CIGNA GROUP 0.3%
Value ($000) $5,722 Shares 17,309 Est. Cost $199.03 Unrealized +67.9%
PEP PEPSICO INC. 0.3%
Value ($000) $5,721 Shares 34,688 Est. Cost $79.12 Unrealized +105.2%
IVV ISHARES CORE SP 500 ETF 0.3%
Value ($000) $5,711 Shares 10,437 Est. Cost $360.19 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $5,699 Shares 119,952 Est. Cost $24.58 Unrealized +84.2%
GLW CORNING INCORPORATED 0.3%
Value ($000) $5,645 Shares 145,310 Est. Cost $32.46 Unrealized +3.7%
AEP AMERICAN ELECTRIC POWER COMPANY 0.3%
Value ($000) $5,595 Shares 63,771 Est. Cost $69.86 Unrealized +18.3%
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $5,304 Shares 96,449 Est. Cost $47.69 Unrealized
CBHIX VICTORY MARKET NEUTRAL INCOME FUND CLASS I 0.3%
Value ($000) $5,255 Shares 620,409 Est. Cost $8.98 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.3%
Value ($000) $5,202 Shares 11,136 Est. Cost $377.18 Unrealized +17.1%
MERIX THE MERGER FUND INSTL 0.3%
Value ($000) $5,175 Shares 303,144 Est. Cost $17.40 Unrealized
GPC GENUINE PARTS CO. 0.3%
Value ($000) $5,151 Shares 37,237 Est. Cost $67.52 Unrealized +109.7%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $5,132 Shares 11,772 Est. Cost $423.36 Unrealized +4.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $5,089 Shares 9,511 Est. Cost $215.47 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.3%
Value ($000) $4,934 Shares 48,343 Est. Cost $84.25 Unrealized
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.3%
Value ($000) $4,914 Shares 31,606 Est. Cost $131.40 Unrealized +11.6%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.3%
Value ($000) $4,870 Shares 66,072 Est. Cost $37.43 Unrealized +80.2%
DRI DARDEN RESTAURANTS, INC. 0.3%
Value ($000) $4,804 Shares 31,748 Est. Cost $156.48 Unrealized -7.5%
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $4,752 Shares 97,007 Est. Cost $35.65 Unrealized +42.3%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS 540 0.3%
Value ($000) $4,748 Shares 9,424 Est. Cost $240.61 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $4,744 Shares 60,469 Est. Cost $76.22 Unrealized +0.8%
TGT TARGET CORP 0.3%
Value ($000) $4,727 Shares 31,928 Est. Cost $166.01 Unrealized -10.9%
CME CME GROUP INC 0.3%
Value ($000) $4,671 Shares 23,758 Est. Cost $161.66 Unrealized +20.6%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $4,670 Shares 117,631 Est. Cost $34.28 Unrealized +10.1%
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $4,433 Shares 91,371 Est. Cost $48.60 Unrealized
VICI VICI PROPERTIES INC 0.3%
Value ($000) $4,409 Shares 153,936 Est. Cost $26.85 Unrealized -2.9%
PFE PFIZER INC 0.3%
Value ($000) $4,322 Shares 154,451 Est. Cost $31.72 Unrealized -21.9%
AWK AMERICAN WATER WORKS CO 0.2%
Value ($000) $4,225 Shares 32,709 Est. Cost $132.55 Unrealized -8.2%
SPOKE HOLLOW RANCH INC CERT UNKNOWN 0.2%
Value ($000) $4,173 Shares 621,939 Est. Cost $1.96 Unrealized
SLB SCHLUMBERGER LIMITED 0.2%
Value ($000) $4,109 Shares 87,083 Est. Cost $45.94 Unrealized +0.1%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $4,020 Shares 29,378 Est. Cost $87.23 Unrealized +49.0%
ODVIX INVESCO DEVELOPING MARKETS FUND CL R6 0.2%
Value ($000) $3,919 Shares 98,847 Est. Cost $39.76 Unrealized
GIS GENERAL MILLS INC 0.2%
Value ($000) $3,763 Shares 59,483 Est. Cost $60.37 Unrealized +6.7%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $3,663 Shares 88,206 Est. Cost $47.59 Unrealized -13.8%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $3,452 Shares 78,573 Est. Cost $34.65 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.2%
Value ($000) $3,423 Shares 110,684 Est. Cost $33.13 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $3,293 Shares 92,515 Est. Cost $22.55 Unrealized +43.5%
BCE BCE INC 0.2%
Value ($000) $3,077 Shares 95,062 Est. Cost $31.57 Unrealized -7.9%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.2%
Value ($000) $3,028 Shares 52,821 Est. Cost $53.92 Unrealized
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.2%
Value ($000) $2,987 Shares 127,418 Est. Cost $21.05 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $2,923 Shares 28,007 Est. Cost $50.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.2%
Value ($000) $2,859 Shares 7,027 Est. Cost $215.65 Unrealized +89.5%
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY INSTL 0.2%
Value ($000) $2,812 Shares 42,891 Est. Cost $58.32 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $2,759 Shares 7,377 Est. Cost $210.78 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.2%
Value ($000) $2,642 Shares 20,287 Est. Cost $54.80 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $2,424 Shares 13,217 Est. Cost $118.52 Unrealized +42.5%
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.1%
Value ($000) $2,411 Shares 223,631 Est. Cost $10.83 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.1%
Value ($000) $2,326 Shares 26,157 Est. Cost $68.64 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $2,291 Shares 192,500 Est. Cost $11.90 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $2,231 Shares 45,140 Est. Cost $43.40 Unrealized
USSPX VICTORY 500 INDEX FUND MEMBER 0.1%
Value ($000) $2,146 Shares 30,917 Est. Cost $33.20 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,908 Shares 24,357 Est. Cost $63.15 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,904 Shares 6,102 Est. Cost $193.22 Unrealized
VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD 0.1%
Value ($000) $1,860 Shares 27,146 Est. Cost $62.10 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.1%
Value ($000) $1,849 Shares 136,482 Est. Cost $14.16 Unrealized
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.1%
Value ($000) $1,839 Shares 157,083 Est. Cost $12.09 Unrealized
JDJIX JOHN HANCOCK DIVERSIFIED MACRO FD I 0.1%
Value ($000) $1,606 Shares 162,417 Est. Cost $9.61 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,467 Shares 8,035 Est. Cost $69.30 Unrealized
PG PROCTER & GAMBLE CO. 0.1%
Value ($000) $1,354 Shares 8,213 Est. Cost $112.98 Unrealized +39.1%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $1,321 Shares 43,379 Est. Cost $25.25 Unrealized
NVO NOVO-NORDISK A/S - SPONS ADR 0.1%
Value ($000) $1,295 Shares 9,070 Est. Cost $100.87 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $1,277 Shares 3,417 Est. Cost $332.52 Unrealized +14.4%
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,257 Shares 4,894 Est. Cost $148.87 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,251 Shares 3,198 Est. Cost $150.75 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD-ADR 0.1%
Value ($000) $1,248 Shares 7,178 Est. Cost $99.66 Unrealized
ASML ASML HOLDINGS NV NY REG SHS 2012 0.1%
Value ($000) $1,236 Shares 1,209 Est. Cost $714.03 Unrealized
ICLR ICON PLC COM 0.1%
Value ($000) $1,207 Shares 3,852 Est. Cost $255.62 Unrealized +22.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,199 Shares 43,337 Est. Cost $30.16 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $1,075 Shares 24,569 Est. Cost $39.26 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $1,072 Shares 2,430 Est. Cost $423.15 Unrealized +6.7%
VLO VALERO ENERGY NEW 0.1%
Value ($000) $1,033 Shares 6,592 Est. Cost $57.82 Unrealized +165.5%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $942 Shares 23,709 Est. Cost $46.57 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $916 Shares 1,248 Est. Cost $192.18 Unrealized +6.6%
SAFRY SAFRAN SA UNSPON ADR 0.1%
Value ($000) $895 Shares 16,914 Est. Cost $42.49 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.1%
Value ($000) $882 Shares 15,076 Est. Cost $90.30 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $875 Shares 96,167 Est. Cost $10.50 Unrealized
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF 0.0%
Value ($000) $836 Shares 10,899 Est. Cost $75.68 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $829 Shares 11,071 Est. Cost $74.85 Unrealized
ATLKY ATLAS COPCO AB-SPONS ADR A 0.0%
Value ($000) $805 Shares 42,773 Est. Cost $16.07 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $801 Shares 4,523 Est. Cost $58.77 Unrealized
IBM IBM 0.0%
Value ($000) $797 Shares 4,606 Est. Cost $146.18 Unrealized +13.5%
EBKDY ERSTE GROUP BANK AG 0.0%
Value ($000) $787 Shares 33,207 Est. Cost $19.37 Unrealized
BLACKROCK INC 0.0%
Value ($000) $783 Shares 994 Est. Cost $337.94 Unrealized
SPOKE HOLLOW RANCH, INC. CERT 72 0.0%
Value ($000) $781 Shares 116,391 Est. Cost $3.44 Unrealized
DRRIX BNY MELLON GLOBAL REAL RETURN FUND INSTL 0.0%
Value ($000) $780 Shares 49,536 Est. Cost $16.25 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $767 Shares 37,987 Est. Cost $15.53 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $750 Shares 11,600 Est. Cost $51.65 Unrealized
CMPGY COMPASS GROUP PLC-SPON ADR 0.0%
Value ($000) $746 Shares 27,327 Est. Cost $26.53 Unrealized
IJR ISHARES CORE SP SMALL CAP ETF 0.0%
Value ($000) $736 Shares 6,898 Est. Cost $93.09 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SA ADR 0.0%
Value ($000) $729 Shares 4,766 Est. Cost $159.44 Unrealized
CTAS CINTAS CORPORATION 0.0%
Value ($000) $725 Shares 1,036 Est. Cost $99.47 Unrealized +69.5%
SKFRY SKF AB SPONSORED ADR 0.0%
Value ($000) $720 Shares 35,844 Est. Cost $19.01 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $706 Shares 5,003 Est. Cost $47.77 Unrealized +156.0%
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.0%
Value ($000) $703 Shares 11,274 Est. Cost $46.77 Unrealized
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $697 Shares 15,235 Est. Cost $41.99 Unrealized +4.6%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $674 Shares 19,428 Est. Cost $34.64 Unrealized
MCO MOODY'S CORPORATION 0.0%
Value ($000) $664 Shares 1,577 Est. Cost $379.14 Unrealized +3.7%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $662 Shares 2,774 Est. Cost $85.02 Unrealized +178.3%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $655 Shares 55,367 Est. Cost $14.52 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $654 Shares 2,800 Est. Cost $231.63 Unrealized -1.6%
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $646 Shares 6,069 Est. Cost $100.51 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $622 Shares 1,827 Est. Cost $288.74 Unrealized +15.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $611 Shares 1,676 Est. Cost $192.03 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $609 Shares 6,049 Est. Cost $100.65 Unrealized
BIMBX BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL 0.0%
Value ($000) $594 Shares 58,264 Est. Cost $10.26 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $584 Shares 6,016 Est. Cost $57.90 Unrealized +53.8%
SHEL SHELL PLC SPONS ADR 0.0%
Value ($000) $582 Shares 8,070 Est. Cost $64.02 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.0%
Value ($000) $581 Shares 82,241 Est. Cost $6.92 Unrealized
CPRT COPART INC 0.0%
Value ($000) $563 Shares 10,392 Est. Cost $51.20 Unrealized +6.6%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $558 Shares 4,423 Est. Cost $127.21 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $538 Shares 15,114 Est. Cost $32.43 Unrealized
KNYJY KONE OYJ UNSPONSORED ADR 0.0%
Value ($000) $533 Shares 21,596 Est. Cost $23.96 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $518 Shares 1,082 Est. Cost $388.91 Unrealized
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 0.0%
Value ($000) $494 Shares 28,179 Est. Cost $16.64 Unrealized
KLAC KLA CORPORATION 0.0%
Value ($000) $493 Shares 598 Est. Cost $256.36 Unrealized +184.1%
NEXTIER, INC. 0.0%
Value ($000) $493 Shares 3,600 Est. Cost $83.06 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $476 Shares 2,055 Est. Cost $144.67 Unrealized +57.1%
ABEV AMBEV SA ADR 0.0%
Value ($000) $474 Shares 231,082 Est. Cost $2.50 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $473 Shares 7,599 Est. Cost $62.26 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $448 Shares 5,024 Est. Cost $89.71 Unrealized -1.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $431 Shares 5,151 Est. Cost $81.17 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $425 Shares 2,189 Est. Cost $132.31 Unrealized +33.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $425 Shares 1,477 Est. Cost $162.98 Unrealized +58.1%
EQIX EQUINIX INC 0.0%
Value ($000) $413 Shares 546 Est. Cost $581.88 Unrealized +25.9%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.0%
Value ($000) $385 Shares 71,670 Est. Cost $5.79 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $382 Shares 2,227 Est. Cost $123.77 Unrealized +26.9%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $381 Shares 16,386 Est. Cost $17.70 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $374 Shares 1,024 Est. Cost $267.38 Unrealized +37.5%
NKE NIKE INC - CLASS B 0.0%
Value ($000) $373 Shares 4,947 Est. Cost $61.41 Unrealized +46.1%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $370 Shares 1,756 Est. Cost $193.81 Unrealized +3.3%
OOSAX INVESCO SENIOR FLOATING RATE FD RT-A 0.0%
Value ($000) $360 Shares 54,070 Est. Cost $6.23 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $354 Shares 3,155 Est. Cost $86.63 Unrealized +20.6%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $352 Shares 650 Est. Cost $204.80 Unrealized +181.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $349 Shares 8,764 Est. Cost $30.60 Unrealized +20.4%
33 1/3 MEMBERSHIP INT CORRAL CENTER LLC 0.0%
Value ($000) $340 Shares 1 Est. Cost $252000.00 Unrealized
PRSGX T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD 0.0%
Value ($000) $331 Shares 12,802 Est. Cost $22.34 Unrealized
SUN SUNOCO LP 0.0%
Value ($000) $326 Shares 5,760 Est. Cost $56.54 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.0%
Value ($000) $325 Shares 34,320 Est. Cost $10.76 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $314 Shares 12,372 Est. Cost $21.60 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $313 Shares 1,252 Est. Cost $73.04 Unrealized +242.6%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $310 Shares 1,723 Est. Cost $93.15 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $309 Shares 2,261 Est. Cost $124.78 Unrealized +5.3%
SPOKE HOLLOW RANCH, INC. CERT 70 0.0%
Value ($000) $301 Shares 44,900 Est. Cost $3.34 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $295 Shares 7,338 Est. Cost $31.27 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $292 Shares 3,398 Est. Cost $48.74 Unrealized +69.7%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $289 Shares 1,488 Est. Cost $173.59 Unrealized +6.7%
HEDJ WISDOMTREE EUROPE HEDGED EQU 0.0%
Value ($000) $288 Shares 6,372 Est. Cost $45.21 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $285 Shares 910 Est. Cost $85.62 Unrealized +270.6%
INVESCO BULLETSHARES 2024 CO 0.0%
Value ($000) $284 Shares 13,470 Est. Cost $20.97 Unrealized
INVESCO BULLETSHARES 2025 CO 0.0%
Value ($000) $281 Shares 13,755 Est. Cost $20.43 Unrealized
TSONX NUVEEN INTERNATIONAL RESPONSIBLE EQUITY 0.0%
Value ($000) $277 Shares 20,534 Est. Cost $12.56 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $276 Shares 4,298 Est. Cost $68.52 Unrealized
RVTY REVVITY INC 0.0%
Value ($000) $276 Shares 2,630 Est. Cost $75.69 Unrealized +39.7%
BSCQ INVESCO BULLETSHARES 2026 CO 0.0%
Value ($000) $275 Shares 14,365 Est. Cost $19.21 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $274 Shares 5,817 Est. Cost $48.45 Unrealized
T AT&T INC. 0.0%
Value ($000) $273 Shares 14,299 Est. Cost $15.51 Unrealized +4.2%
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $271 Shares 1,143 Est. Cost $156.70 Unrealized +51.1%
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $255 Shares 6,502 Est. Cost $33.48 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $255 Shares 86 Est. Cost $2858.33 Unrealized +2.4%
ANWPX AMERICAN FUNDS - NEW PERSPECTIVE CL A 0.0%
Value ($000) $255 Shares 4,087 Est. Cost $62.31 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $254 Shares 5,304 Est. Cost $45.78 Unrealized
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $250 Shares 1,205 Est. Cost $170.36 Unrealized +13.1%
DFUS DIMENSIONAL US EQUITY ETF 0.0%
Value ($000) $246 Shares 4,184 Est. Cost $41.61 Unrealized
CWVIX CALVERT INTERNATIONAL EQUITY FUND CL I 0.0%
Value ($000) $244 Shares 9,837 Est. Cost $24.74 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $244 Shares 1,999 Est. Cost $69.47 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $240 Shares 1,319 Est. Cost $180.25 Unrealized -1.1%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $237 Shares 2,555 Est. Cost $80.39 Unrealized
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $236 Shares 8,969 Est. Cost $24.08 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $233 Shares 2,054 Est. Cost $112.73 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $233 Shares 2,233 Est. Cost $56.28 Unrealized +68.9%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $232 Shares 23,116 Est. Cost $10.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $232 Shares 1,328 Est. Cost $129.62 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $231 Shares 1,591 Est. Cost $86.23 Unrealized +57.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $231 Shares 1,796 Est. Cost $105.44 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $231 Shares 2,929 Est. Cost $82.26 Unrealized -2.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $228 Shares 2,930 Est. Cost $60.75 Unrealized +28.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $225 Shares 987 Est. Cost $105.93 Unrealized +96.0%
MMM 3M CO 0.0%
Value ($000) $223 Shares 2,184 Est. Cost $99.32 Unrealized -5.1%
SO SOUTHERN CO. 0.0%
Value ($000) $219 Shares 2,825 Est. Cost $40.30 Unrealized +78.1%
CNSWF CONSTELLATION SOFTWARE INC 0.0%
Value ($000) $218 Shares 76 Est. Cost $2719.66 Unrealized 0.0%
MTZ MASTEC INC 0.0%
Value ($000) $217 Shares 2,025 Est. Cost $76.04 Unrealized +32.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $215 Shares 1,775 Est. Cost $82.57 Unrealized
SCHY SCHWAB INTERNATIONAL DVD ETF 0.0%
Value ($000) $212 Shares 9,013 Est. Cost $23.57 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $210 Shares 3,433 Est. Cost $61.09 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $208 Shares 3,783 Est. Cost $74.63 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $208 Shares 2,808 Est. Cost $86.08 Unrealized -1.5%
LRLCY LOREAL SA UNSP ADR 0.0%
Value ($000) $204 Shares 2,321 Est. Cost $94.73 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $203 Shares 2,084 Est. Cost $37.79 Unrealized +140.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $201 Shares 1,180 Est. Cost $136.81 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $201 Shares 5,608 Est. Cost $30.63 Unrealized +6.6%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $193 Shares 931 Est. Cost $149.64 Unrealized +21.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $190 Shares 1,376 Est. Cost $98.19 Unrealized +27.6%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $187 Shares 1,080 Est. Cost $164.35 Unrealized +9.3%
CR CRANE CO 0.0%
Value ($000) $186 Shares 1,285 Est. Cost $126.18 Unrealized +11.3%
MKL MARKEL CORPORATION 0.0%
Value ($000) $186 Shares 118 Est. Cost $1468.48 Unrealized +5.7%
RANI RANI THERAPEUTICS HOLDINGS-A 0.0%
Value ($000) $183 Shares 48,129 Est. Cost $10.60 Unrealized -51.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $182 Shares 2,849 Est. Cost $64.00 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $181 Shares 1,192 Est. Cost $102.58 Unrealized +32.1%
CIGI COLLIERS INTL GR-SUBORD VOT 0.0%
Value ($000) $179 Shares 1,599 Est. Cost $118.02 Unrealized -6.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $174 Shares 2,507 Est. Cost $50.81 Unrealized +19.5%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $174 Shares 3,710 Est. Cost $47.07 Unrealized
MASON BANCSHARES, INC. 0.0%
Value ($000) $173 Shares 418 Est. Cost $405.00 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $172 Shares 299 Est. Cost $576.59 Unrealized
SONY SONY CORP-SPONSORED ADR 0.0%
Value ($000) $172 Shares 2,021 Est. Cost $85.00 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $168 Shares 998 Est. Cost $158.34 Unrealized 0.0%
AMGN AMGEN, INC 0.0%
Value ($000) $163 Shares 523 Est. Cost $191.60 Unrealized +45.8%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $162 Shares 1,390 Est. Cost $77.46 Unrealized +44.7%
DOC HEALTHPEAK OP, LLC 0.0%
Value ($000) $148 Shares 7,564 Est. Cost $21.86 Unrealized -21.0%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $147 Shares 3,950 Est. Cost $30.68 Unrealized +14.8%
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $147 Shares 2,529 Est. Cost $58.01 Unrealized
FRFHF FAIRFAX FINANCIAL HOLDINGS LIMITED SUB VTG 0.0%
Value ($000) $145 Shares 128 Est. Cost $1100.15 Unrealized 0.0%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $145 Shares 510 Est. Cost $180.39 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $142 Shares 8,759 Est. Cost $14.00 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $142 Shares 1,397 Est. Cost $92.75 Unrealized +7.2%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $141 Shares 2,664 Est. Cost $45.00 Unrealized +8.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $140 Shares 1,929 Est. Cost $64.32 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $137 Shares 1,321 Est. Cost $88.96 Unrealized +15.7%
MSCI MSCI INC 0.0%
Value ($000) $137 Shares 284 Est. Cost $549.49 Unrealized -11.5%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $134 Shares 2,517 Est. Cost $53.07 Unrealized -3.2%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $131 Shares 1,225 Est. Cost $137.67 Unrealized -14.2%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $129 Shares 848 Est. Cost $106.46 Unrealized +28.1%
TXT TEXTRON INC 0.0%
Value ($000) $129 Shares 1,500 Est. Cost $88.86 Unrealized 0.0%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $129 Shares 1,208 Est. Cost $143.36 Unrealized -11.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $128 Shares 441 Est. Cost $149.78 Unrealized +89.6%
GFF GRIFFON CORP 0.0%
Value ($000) $128 Shares 2,000 Est. Cost $66.58 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $127 Shares 2,599 Est. Cost $61.70 Unrealized -23.6%
CAT CATERPILLAR INC. 0.0%
Value ($000) $127 Shares 382 Est. Cost $202.28 Unrealized +67.4%
VPMCX VANGUARD PRIMECAP FUND 0.0%
Value ($000) $126 Shares 726 Est. Cost $173.51 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $126 Shares 3,491 Est. Cost $32.75 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $125 Shares 1,249 Est. Cost $83.67 Unrealized +19.7%
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $122 Shares 2,352 Est. Cost $43.95 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $120 Shares 435 Est. Cost $195.82 Unrealized +41.0%
GGG GRACO INC 0.0%
Value ($000) $119 Shares 1,500 Est. Cost $81.75 Unrealized 0.0%
ARISTA NETWORKS INC 0.0%
Value ($000) $118 Shares 337 Est. Cost $350.48 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $117 Shares 6,482 Est. Cost $14.37 Unrealized +18.2%
USBLX VICTORY GROWTH & TAX STRATEGY FD RETAIL 0.0%
Value ($000) $113 Shares 4,210 Est. Cost $20.12 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $113 Shares 2,203 Est. Cost $37.86 Unrealized +17.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $110 Shares 440 Est. Cost $147.73 Unrealized
USTEX VICTORY TAX EXEMPT LONG TERM FUND RETAIL 0.0%
Value ($000) $109 Shares 9,041 Est. Cost $13.15 Unrealized
TRI-CONTINENTAL CORPORATION 0.0%
Value ($000) $109 Shares 3,511 Est. Cost $30.80 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $106 Shares 1,308 Est. Cost $68.23 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $60.70 Unrealized +66.2%
BCO THE BRINKS CO. 0.0%
Value ($000) $105 Shares 1,024 Est. Cost $81.41 Unrealized +15.0%
IOSP INNOSPEC INC 0.0%
Value ($000) $105 Shares 848 Est. Cost $117.37 Unrealized +3.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $104 Shares 511 Est. Cost $190.92 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $103 Shares 4,846 Est. Cost $17.62 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $102 Shares 726 Est. Cost $49.38 Unrealized +182.7%
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $102 Shares 874 Est. Cost $130.54 Unrealized -17.2%
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $102 Shares 518 Est. Cost $240.83 Unrealized -20.5%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $100 Shares 1,408 Est. Cost $67.24 Unrealized +2.7%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $100 Shares 9,032 Est. Cost $11.95 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $99 Shares 331 Est. Cost $208.13 Unrealized +21.0%
PPL PPL CORP COM 0.0%
Value ($000) $98 Shares 3,547 Est. Cost $17.96 Unrealized +47.9%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $97 Shares 1,500 Est. Cost $43.81 Unrealized +59.6%
IGM ISHARES EXPANDED SECTOR ETF 0.0%
Value ($000) $97 Shares 1,027 Est. Cost $94.31 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $95 Shares 700 Est. Cost $133.48 Unrealized 0.0%
EES WISDOMTREE US SMALLCAP FUND 0.0%
Value ($000) $94 Shares 1,991 Est. Cost $47.13 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $92 Shares 344 Est. Cost $174.79 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $89 Shares 3,097 Est. Cost $28.87 Unrealized
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $89 Shares 4,426 Est. Cost $40.92 Unrealized
FNDC SCHWAB FUNDAMENTAL INTL SMALL EQUITY ETF 0.0%
Value ($000) $89 Shares 2,549 Est. Cost $34.76 Unrealized
MO ALTRIA GROUP INC. 0.0%
Value ($000) $88 Shares 1,935 Est. Cost $27.54 Unrealized +42.0%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $88 Shares 205 Est. Cost $242.16 Unrealized +72.8%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $88 Shares 688 Est. Cost $123.63 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $87 Shares 2,813 Est. Cost $35.69 Unrealized -8.9%
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $85 Shares 920 Est. Cost $93.02 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS, INC. 0.0%
Value ($000) $85 Shares 1,355 Est. Cost $62.10 Unrealized -0.1%
BATRA ATLANTA BRAVES HOLDINGS IN-A 0.0%
Value ($000) $83 Shares 2,000 Est. Cost $41.41 Unrealized 0.0%
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $83 Shares 14,400 Est. Cost $4.72 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $82 Shares 774 Est. Cost $106.73 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $82 Shares 1,078 Est. Cost $59.14 Unrealized +18.4%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $81 Shares 300 Est. Cost $13.37 Unrealized +291.1%
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $81 Shares 2,742 Est. Cost $22.59 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERG MKTS EQUITY ETF 0.0%
Value ($000) $80 Shares 2,702 Est. Cost $29.57 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $80 Shares 989 Est. Cost $27.86 Unrealized +13.3%
CXT CRANE NXT, CO 0.0%
Value ($000) $79 Shares 1,285 Est. Cost $53.82 Unrealized +11.7%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $79 Shares 450 Est. Cost $67.40 Unrealized +145.7%
XPRTX INVESCO SENIOR LOAN-IB 0.0%
Value ($000) $79 Shares 13,481 Est. Cost $5.84 Unrealized
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.0%
Value ($000) $78 Shares 3,275 Est. Cost $19.42 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $78 Shares 1,995 Est. Cost $39.60 Unrealized
COIN COINBASE GLOBAL INC-CLASS A 0.0%
Value ($000) $78 Shares 350 Est. Cost $52.69 Unrealized +336.7%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $77 Shares 5,000 Est. Cost $19.71 Unrealized -9.2%
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $75 Shares 2,756 Est. Cost $19.69 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $75 Shares 311 Est. Cost $169.85 Unrealized +39.0%
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $75 Shares 3,985 Est. Cost $23.92 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $74 Shares 1,923 Est. Cost $37.96 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $73 Shares 2,144 Est. Cost $55.77 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $73 Shares 617 Est. Cost $123.03 Unrealized -1.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $72 Shares 450 Est. Cost $105.41 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $72 Shares 914 Est. Cost $86.23 Unrealized -9.5%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $72 Shares 570 Est. Cost $145.07 Unrealized -12.2%
LRN STRIDE INC 0.0%
Value ($000) $72 Shares 1,017 Est. Cost $60.30 Unrealized +10.6%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $71 Shares 1,721 Est. Cost $30.00 Unrealized
AMADF AMADEUS IT GROUP SA 0.0%
Value ($000) $71 Shares 1,056 Est. Cost $64.68 Unrealized 0.0%
SEM SELECT MEDICAL HOLDINGS CORP 0.0%
Value ($000) $70 Shares 2,000 Est. Cost $16.62 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $68 Shares 592 Est. Cost $66.12 Unrealized +74.5%
LUMINAR TECHOLOGIES INC 0.0%
Value ($000) $67 Shares 45,171 Est. Cost $6.88 Unrealized
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $67 Shares 637 Est. Cost $104.04 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $65 Shares 909 Est. Cost $49.85 Unrealized +42.8%
APG API GROUP CORP 0.0%
Value ($000) $64 Shares 1,712 Est. Cost $23.27 Unrealized +7.9%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $64 Shares 1,082 Est. Cost $55.41 Unrealized +2.6%
AEE AMEREN CORP 0.0%
Value ($000) $64 Shares 900 Est. Cost $40.14 Unrealized +72.0%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $64 Shares 1,582 Est. Cost $40.19 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWT 0.0%
Value ($000) $62 Shares 779 Est. Cost $80.13 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $62 Shares 800 Est. Cost $78.53 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $62 Shares 1,664 Est. Cost $35.42 Unrealized
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $61 Shares 936 Est. Cost $60.74 Unrealized
VWSUX VANGUARD ULTRA SHORT TERM TAX EXEMPT ADM 0.0%
Value ($000) $59 Shares 3,744 Est. Cost $15.76 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $58 Shares 1,097 Est. Cost $51.29 Unrealized -3.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $58 Shares 240 Est. Cost $232.04 Unrealized
FZAJX FIDELITY ADVISOR INTERNATIONAL GROWTH FD 0.0%
Value ($000) $57 Shares 2,811 Est. Cost $18.24 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $57 Shares 530 Est. Cost $47.46 Unrealized +8.1%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $54.95 Unrealized 0.0%
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $56 Shares 5,376 Est. Cost $10.11 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $56 Shares 590 Est. Cost $76.72 Unrealized +23.7%
MSA MSA SAFETY INC 0.0%
Value ($000) $56 Shares 300 Est. Cost $185.92 Unrealized 0.0%
TTC TORO COMPANY 0.0%
Value ($000) $56 Shares 600 Est. Cost $88.20 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $56 Shares 550 Est. Cost $59.63 Unrealized +53.1%
VC VISTEON CORP 0.0%
Value ($000) $55 Shares 520 Est. Cost $116.16 Unrealized -5.4%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $54 Shares 1,073 Est. Cost $53.72 Unrealized -6.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.0%
Value ($000) $54 Shares 1,109 Est. Cost $48.74 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $54 Shares 525 Est. Cost $59.82 Unrealized +73.3%
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $54 Shares 175 Est. Cost $224.17 Unrealized
NUMG NUVEEN ESG MID CAP GROWTH ETF 0.0%
Value ($000) $52 Shares 1,248 Est. Cost $34.46 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $52 Shares 800 Est. Cost $36.25 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $52 Shares 5,922 Est. Cost $9.92 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $51 Shares 31 Est. Cost $1578.70 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $50 Shares 798 Est. Cost $24.40 Unrealized +146.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $50 Shares 182 Est. Cost $99.52 Unrealized +163.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $50 Shares 420 Est. Cost $118.60 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $49 Shares 217 Est. Cost $168.24 Unrealized +24.4%
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $49 Shares 455 Est. Cost $79.79 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $47 Shares 1,403 Est. Cost $37.06 Unrealized
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $47 Shares 231 Est. Cost $159.51 Unrealized +31.0%
ELV ELEVANCE HEALTH, INC 0.0%
Value ($000) $46 Shares 85 Est. Cost $428.70 Unrealized +19.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $45 Shares 326 Est. Cost $138.49 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $44 Shares 262 Est. Cost $100.35 Unrealized
ALIT ALIGHT INC-CLASS A 0.0%
Value ($000) $44 Shares 5,895 Est. Cost $8.65 Unrealized -8.1%
ATEX ANTERIX INC 0.0%
Value ($000) $43 Shares 1,089 Est. Cost $33.62 Unrealized -3.7%
GABELLI UTILITY TRUST 0.0%
Value ($000) $43 Shares 7,277 Est. Cost $7.90 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $42 Shares 320 Est. Cost $90.46 Unrealized +47.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $42 Shares 420 Est. Cost $74.51 Unrealized +26.5%
NTRS NORTHERN TRUST CORPORATION 0.0%
Value ($000) $42 Shares 500 Est. Cost $79.92 Unrealized 0.0%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $42 Shares 882 Est. Cost $75.95 Unrealized
HAS HASBRO, INC. 0.0%
Value ($000) $42 Shares 715 Est. Cost $51.88 Unrealized +7.2%
AFL AFLAC INC 0.0%
Value ($000) $41 Shares 458 Est. Cost $36.47 Unrealized +127.8%
APA APA CORPORATION 0.0%
Value ($000) $41 Shares 1,385 Est. Cost $17.28 Unrealized +66.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $40 Shares 1,585 Est. Cost $22.52 Unrealized 0.0%
WAT WATERS CORPORATION COM 0.0%
Value ($000) $40 Shares 138 Est. Cost $319.12 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $39 Shares 247 Est. Cost $110.10 Unrealized +43.5%
RXO RXO INC 0.0%
Value ($000) $39 Shares 1,494 Est. Cost $21.36 Unrealized -2.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $39 Shares 479 Est. Cost $57.32 Unrealized +28.9%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $39 Shares 494 Est. Cost $50.94 Unrealized +49.9%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $38 Shares 399 Est. Cost $55.27 Unrealized +69.6%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $38 Shares 495 Est. Cost $51.49 Unrealized +42.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $37 Shares 1,885 Est. Cost $16.18 Unrealized +9.6%
IDA IDACORP INC 0.0%
Value ($000) $37 Shares 400 Est. Cost $93.46 Unrealized +0.4%
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $37 Shares 4,549 Est. Cost $14.70 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $45.03 Unrealized +54.3%
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $36 Shares 969 Est. Cost $43.38 Unrealized -14.5%
FNV FRANCO- NEVADA CORP 0.0%
Value ($000) $36 Shares 300 Est. Cost $119.91 Unrealized 0.0%
KNTNF K92 MINING 0.0%
Value ($000) $36 Shares 6,200 Est. Cost $5.52 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $35 Shares 165 Est. Cost $210.49 Unrealized +6.5%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 446 Est. Cost $62.78 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $35 Shares 1,047 Est. Cost $45.38 Unrealized -21.7%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $35 Shares 720 Est. Cost $48.67 Unrealized
VOO VANGAURD S&P 500 ETF 0.0%
Value ($000) $34 Shares 68 Est. Cost $387.97 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $34 Shares 325 Est. Cost $136.56 Unrealized -17.9%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $34 Shares 58 Est. Cost $245.09 Unrealized +125.5%
DOV DOVER CORPORATION 0.0%
Value ($000) $34 Shares 186 Est. Cost $128.18 Unrealized +37.2%
COLUMBIA SELIG PREM TECH GW 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $23.00 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $33 Shares 86 Est. Cost $288.26 Unrealized +23.0%
HR HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $21.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $32 Shares 597 Est. Cost $51.92 Unrealized
LIBERTY MEDIA CORP-LIBER-NEW 0.0%
Value ($000) $31 Shares 1,406 Est. Cost $29.71 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $30 Shares 1,048 Est. Cost $26.41 Unrealized
BHRB BURKE & HERBERT FINANCIAL SE 0.0%
Value ($000) $30 Shares 585 Est. Cost $58.63 Unrealized -18.7%
TER TERADYNE INC 0.0%
Value ($000) $30 Shares 200 Est. Cost $126.14 Unrealized 0.0%
XPO XPO INC 0.0%
Value ($000) $29 Shares 269 Est. Cost $62.82 Unrealized +78.4%
ARTKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $28 Shares 581 Est. Cost $46.02 Unrealized
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $27 Shares 67 Est. Cost $318.07 Unrealized +31.2%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $27 Shares 83 Est. Cost $214.57 Unrealized +46.2%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 125 Est. Cost $221.75 Unrealized
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $27 Shares 285 Est. Cost $185.97 Unrealized -38.1%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $27 Shares 500 Est. Cost $54.82 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $26 Shares 110 Est. Cost $175.85 Unrealized +29.2%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $26 Shares 630 Est. Cost $40.44 Unrealized
ITT ITT INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $131.31 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $25 Shares 57 Est. Cost $398.28 Unrealized 0.0%
IHI ISHARES TR U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $25 Shares 450 Est. Cost $56.04 Unrealized
FLEX FLEX LTD. 0.0%
Value ($000) $25 Shares 850 Est. Cost $15.00 Unrealized +99.5%
TSLA TESLA INC 0.0%
Value ($000) $25 Shares 126 Est. Cost $271.27 Unrealized -35.6%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $25 Shares 580 Est. Cost $21.03 Unrealized +91.8%
ADSK AUTODESK INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $224.64 Unrealized 0.0%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $24 Shares 1,417 Est. Cost $21.21 Unrealized -14.3%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $23 Shares 989 Est. Cost $27.71 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WOR 0.0%
Value ($000) $23 Shares 665 Est. Cost $35.08 Unrealized
IAK ISHARES TR U.S. INSURANCE ETF 0.0%
Value ($000) $23 Shares 205 Est. Cost $112.92 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $23 Shares 365 Est. Cost $61.61 Unrealized +0.7%
SHYFT GROUP INC/THE 0.0%
Value ($000) $23 Shares 1,920 Est. Cost $12.42 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $41.80 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $22 Shares 240 Est. Cost $52.64 Unrealized +66.5%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $21 Shares 290 Est. Cost $43.73 Unrealized +70.7%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $21 Shares 72 Est. Cost $210.19 Unrealized +45.2%
HPQ HP INC 0.0%
Value ($000) $21 Shares 609 Est. Cost $26.05 Unrealized +14.0%
DOW DOW INC 0.0%
Value ($000) $21 Shares 391 Est. Cost $44.28 Unrealized +15.6%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $21 Shares 315 Est. Cost $36.14 Unrealized
USAAX VICTORY GROWTH FUND RETAIL 0.0%
Value ($000) $21 Shares 535 Est. Cost $30.31 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $17.00 Unrealized
TQQQ PROSHARES TR ULTRAPRO QQQ 0.0%
Value ($000) $20 Shares 276 Est. Cost $73.82 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.90 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $20 Shares 381 Est. Cost $52.83 Unrealized
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $20 Shares 78 Est. Cost $203.73 Unrealized +21.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $20 Shares 331 Est. Cost $57.71 Unrealized 0.0%
FCFS FIRSTCASH HOLDINGS, INC 0.0%
Value ($000) $20 Shares 189 Est. Cost $72.50 Unrealized +59.5%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $19 Shares 269 Est. Cost $72.05 Unrealized
MTB M&T BANK CORP. 0.0%
Value ($000) $19 Shares 128 Est. Cost $149.77 Unrealized -7.2%
MRTN MARTEN TRANSPORT LTD 0.0%
Value ($000) $19 Shares 1,045 Est. Cost $19.05 Unrealized -10.6%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $19 Shares 322 Est. Cost $63.65 Unrealized -8.1%
MSGS MADISON SQUARE GARDEN SPORTS 0.0%
Value ($000) $19 Shares 100 Est. Cost $185.40 Unrealized 0.0%
TXNM TXNM ENERGY, INC NO 0.0%
Value ($000) $18 Shares 500 Est. Cost $37.24 Unrealized 0.0%
ICUI ICU MEDICAL INC 0.0%
Value ($000) $18 Shares 155 Est. Cost $99.43 Unrealized +5.8%
WTS Watts Water Technologies Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $200.57 Unrealized 0.0%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $18 Shares 544 Est. Cost $31.64 Unrealized -0.3%
LKQ LKQ CORPORATION 0.0%
Value ($000) $18 Shares 430 Est. Cost $45.68 Unrealized -7.1%
ALL ALLSTATE CORP. 0.0%
Value ($000) $18 Shares 112 Est. Cost $82.53 Unrealized +95.6%
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $17 Shares 1,380 Est. Cost $14.01 Unrealized
LAM RESEARCH CORPORATION 0.0%
Value ($000) $17 Shares 16 Est. Cost $484.12 Unrealized
INMD INMODE LTD 0.0%
Value ($000) $17 Shares 920 Est. Cost $22.36 Unrealized -17.8%
TAMALE BLANCA, INC 0.0%
Value ($000) $17 Shares 500 Est. Cost $14.00 Unrealized
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $16 Shares 20 Est. Cost $1010.05 Unrealized
IIPR INNOVATIVE INDUSTRIAL PROPER 0.0%
Value ($000) $16 Shares 150 Est. Cost $109.22 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $16 Shares 900 Est. Cost $18.06 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $16 Shares 300 Est. Cost $50.93 Unrealized -0.4%
BP BP PLC SPONS ADR 0.0%
Value ($000) $16 Shares 440 Est. Cost $31.62 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $15 Shares 500 Est. Cost $24.02 Unrealized +17.9%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $15 Shares 972 Est. Cost $12.79 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $15 Shares 22 Est. Cost $42.36 Unrealized +47.4%
FTV FORTIVE CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $42.43 Unrealized +35.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $15 Shares 520 Est. Cost $27.59 Unrealized +6.6%
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $14 Shares 776 Est. Cost $19.33 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 96 Est. Cost $148.29 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $14 Shares 1,015 Est. Cost $16.37 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $14 Shares 334 Est. Cost $45.81 Unrealized
ENLINK MIDSTREAM, LLC 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $10.84 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $14 Shares 140 Est. Cost $84.00 Unrealized +6.9%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $14 Shares 472 Est. Cost $35.14 Unrealized -23.6%
LIBERTY MEDIA CORP-LIBERTY-C 0.0%
Value ($000) $13 Shares 351 Est. Cost $43.82 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 57 Est. Cost $229.56 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 52 Est. Cost $260.72 Unrealized
USISX VICTORY INCOME STOCK FUND RETAIL 0.0%
Value ($000) $13 Shares 655 Est. Cost $19.90 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $13 Shares 219 Est. Cost $63.78 Unrealized -0.5%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $13 Shares 320 Est. Cost $39.28 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 142 Est. Cost $70.07 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 68 Est. Cost $191.88 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 335 Est. Cost $21.21 Unrealized +61.8%
MINIX MFS INTERNATIONAL INTRINSIC VALUE FD I 0.0%
Value ($000) $12 Shares 270 Est. Cost $43.12 Unrealized
MTSI M A COM TECHNOLOGY SOLUTIONS HOLDINGS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.96 Unrealized 0.0%
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $11 Shares 888 Est. Cost $11.83 Unrealized
TOITF TOPICUS.COM INC-SUB VOTING 0.0%
Value ($000) $11 Shares 131 Est. Cost $83.06 Unrealized +2.2%
CSX CSX CORP. 0.0%
Value ($000) $11 Shares 321 Est. Cost $30.43 Unrealized +8.8%
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 283 Est. Cost $37.67 Unrealized
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.18 Unrealized 0.0%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $11 Shares 95 Est. Cost $97.32 Unrealized +8.4%
LIBERTY MEDIA CORP-CL A NEW 0.0%
Value ($000) $10 Shares 474 Est. Cost $29.69 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $10 Shares 193 Est. Cost $41.05 Unrealized +31.7%
ALC ALCON INC 0.0%
Value ($000) $10 Shares 114 Est. Cost $60.51 Unrealized +40.3%
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $29.46 Unrealized
DVDCF DAVIDE CAMPARI-MILANO NV 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.02 Unrealized 0.0%
BAM BROOKFIELD ASSET MGMT-A 0.0%
Value ($000) $9 Shares 248 Est. Cost $37.89 Unrealized -1.7%
NICE NICE LTD- SPON ADR 0.0%
Value ($000) $9 Shares 53 Est. Cost $171.96 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
ENR ENERGIZER HOLDINGS, INC. 0.0%
Value ($000) $9 Shares 300 Est. Cost $26.49 Unrealized 0.0%
TFC TRUIST FINANCIAL CORP COM 0.0%
Value ($000) $9 Shares 223 Est. Cost $44.90 Unrealized -22.2%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 110 Est. Cost $79.61 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $8 Shares 175 Est. Cost $46.80 Unrealized +4.3%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $8 Shares 2,311 Est. Cost $3.71 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $8 Shares 773 Est. Cost $10.33 Unrealized -0.8%
RYCEY ROLLS-ROYCE HOLDINGS PLC - SPONS ADR 0.0%
Value ($000) $8 Shares 1,413 Est. Cost $2.09 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $8 Shares 916 Est. Cost $13.54 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 1,030 Est. Cost $10.00 Unrealized -19.9%
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $8 Shares 105 Est. Cost $68.63 Unrealized 0.0%
QOPIX INVESCO FUNDAMENTAL ALTERNATIVES FD R6 0.0%
Value ($000) $7 Shares 290 Est. Cost $27.38 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.56 Unrealized 0.0%
COHR COHERENT CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.12 Unrealized 0.0%
TSWIX TRANSAMERICA INTERNATIONAL EQUITY CL I 0.0%
Value ($000) $7 Shares 347 Est. Cost $19.79 Unrealized
SE SEA LTD-ADR 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.42 Unrealized
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $7 Shares 106 Est. Cost $64.30 Unrealized
SKIRX DWS ENHANCED COMMODITY STRATEGY FUND 0.0%
Value ($000) $7 Shares 1,152 Est. Cost $6.06 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 14 Est. Cost $313.18 Unrealized +38.6%
PARAMOUNT GLOBAL-CLASS A 0.0%
Value ($000) $7 Shares 357 Est. Cost $18.38 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 6 Est. Cost $48.69 Unrealized +42.0%
JOHN HANCOCK SEAPORT LONG SHORT FD I 0.0%
Value ($000) $6 Shares 507 Est. Cost $10.86 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $6 Shares 92 Est. Cost $56.62 Unrealized +16.2%
NOV NOV INC 0.0%
Value ($000) $6 Shares 320 Est. Cost $20.99 Unrealized -10.7%
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $6 Shares 65 Est. Cost $83.21 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $6 Shares 165 Est. Cost $30.25 Unrealized
ABBNY ABB LTD-SPON ADR 0.0%
Value ($000) $6 Shares 107 Est. Cost $39.33 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $6 Shares 80 Est. Cost $68.63 Unrealized +2.8%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 242 Est. Cost $40.29 Unrealized
LMGIF LUMINE GROUP INC 0.0%
Value ($000) $6 Shares 213 Est. Cost $27.39 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $19.06 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $6 Shares 133 Est. Cost $28.37 Unrealized +32.9%
ZD J2 GLOBAL INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.01 Unrealized 0.0%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
NATL NCR ATLEOS CORP 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.89 Unrealized +6.5%
UNCRY UNICREDIT S.P.A. ADR 0.0%
Value ($000) $5 Shares 291 Est. Cost $11.60 Unrealized
MRSAX MFS RESEARCH INTERNATIONAL FUND 0.0%
Value ($000) $5 Shares 230 Est. Cost $21.82 Unrealized
AEMSX ABRDN EMERGING MARKETS FUND INST SVCS CL 0.0%
Value ($000) $5 Shares 391 Est. Cost $13.07 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $5 Shares 151 Est. Cost $38.90 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $5 Shares 401 Est. Cost $15.96 Unrealized
MSGE MADISON SQUARE GARDEN ENTERT 0.0%
Value ($000) $5 Shares 151 Est. Cost $36.96 Unrealized 0.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $5 Shares 25 Est. Cost $136.81 Unrealized
VYX NCR VOYIX CORP 0.0%
Value ($000) $5 Shares 400 Est. Cost $11.46 Unrealized +9.9%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $149.37 Unrealized -27.6%
HLGEX JPMORGAN DIVERSIFIED MID CAP GROWTH -SELECT 0.0%
Value ($000) $5 Shares 99 Est. Cost $46.56 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $5 Shares 37 Est. Cost $196.43 Unrealized -31.5%
NOW SERVICENOW INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $96.26 Unrealized +52.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $87.59 Unrealized +20.9%
MIEKX MFS INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $5 Shares 132 Est. Cost $34.54 Unrealized
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $5 Shares 265 Est. Cost $13.33 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $5 Shares 360 Est. Cost $13.74 Unrealized -17.9%
LGIH LGI HOMES INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $96.55 Unrealized 0.0%
IVCGF IVECO GROUP NV 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.70 Unrealized 0.0%
LIBERTY MEDIA CORP-LIBERTY-A 0.0%
Value ($000) $4 Shares 118 Est. Cost $42.35 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $4 Shares 46 Est. Cost $69.57 Unrealized +24.8%
APHKX ARTISAN INTL VAL-INST 0.0%
Value ($000) $4 Shares 86 Est. Cost $48.59 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $72.62 Unrealized +27.9%
SII SPROTT INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.79 Unrealized 0.0%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $15.15 Unrealized 0.0%
PICK ISHARES INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.83 Unrealized
HOG HARLEY-DAVIDSON INC 0.0%
Value ($000) $4 Shares 120 Est. Cost $36.33 Unrealized 0.0%
MURGY MUENCHENER RUECK - UNSPON ADR 0.0%
Value ($000) $4 Shares 78 Est. Cost $37.49 Unrealized
BNPQY BNP PARIBAS-ADR 0.0%
Value ($000) $4 Shares 120 Est. Cost $31.49 Unrealized
KELLANOVA 0.0%
Value ($000) $4 Shares 66 Est. Cost $49.63 Unrealized +13.2%
BARAX BARON ASSET FUND 0.0%
Value ($000) $3 Shares 35 Est. Cost $99.23 Unrealized
NI NISOURCE INC. 0.0%
Value ($000) $3 Shares 120 Est. Cost $26.92 Unrealized 0.0%
MBGAF MERCEDES-BENZ GROUP AG 0.0%
Value ($000) $3 Shares 49 Est. Cost $66.51 Unrealized 0.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.39 Unrealized 0.0%
TGVAX THORNBURG INTERNATIONAL EQUITY FD CL A 0.0%
Value ($000) $3 Shares 122 Est. Cost $26.58 Unrealized
IP INTERNATIONAL PAPER CO. 0.0%
Value ($000) $3 Shares 75 Est. Cost $35.05 Unrealized +8.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $72.64 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $69.28 Unrealized -8.9%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.19 Unrealized +29.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 38 Est. Cost $87.35 Unrealized
EADSY AIRBUS GROUP SE UNSP ADR 0.0%
Value ($000) $3 Shares 87 Est. Cost $36.10 Unrealized
LROSX BRANDYWINE-GLB UNCON B-IS 0.0%
Value ($000) $3 Shares 263 Est. Cost $11.56 Unrealized
NTTYY NIPPON TELEGRAPH & TELE-ADR 0.0%
Value ($000) $3 Shares 122 Est. Cost $29.51 Unrealized
SCI SERVICE CORPORATION INTERNATIONAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.56 Unrealized +0.6%
AXAHY AXA - SPONS ADR 0.0%
Value ($000) $3 Shares 86 Est. Cost $29.49 Unrealized
PHG KONINKLIJKE PHILIPS N.V. 0.0%
Value ($000) $3 Shares 109 Est. Cost $25.20 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $3 Shares 272 Est. Cost $7.83 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 18 Est. Cost $127.74 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FA ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.51 Unrealized
WPP WPP PLC SPONSORED ADR 0.0%
Value ($000) $3 Shares 59 Est. Cost $52.28 Unrealized
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $3 Shares 104 Est. Cost $25.05 Unrealized
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $3 Shares 34 Est. Cost $76.00 Unrealized +7.0%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $77.84 Unrealized +159.5%
LITE LUMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.30 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $3 Shares 209 Est. Cost $35.20 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $3 Shares 187 Est. Cost $8.60 Unrealized
TOELY TOKYO ELECTRON LTD UNSP ADR 0.0%
Value ($000) $2 Shares 22 Est. Cost $71.14 Unrealized
CSRSX COHEN & STEERS REALTY SHARES 0.0%
Value ($000) $2 Shares 37 Est. Cost $63.24 Unrealized
AIQUY AIR LIQUIDE SA, UNSP ADR 0.0%
Value ($000) $2 Shares 66 Est. Cost $34.39 Unrealized
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $2 Shares 14 Est. Cost $104.00 Unrealized +54.7%
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.81 Unrealized 0.0%
MQBKY MACQUARIE GROUP LTD-ADR 0.0%
Value ($000) $2 Shares 16 Est. Cost $118.25 Unrealized
FIADX FIDELITY INTERNATIONAL DISCOVERY FD CL I 0.0%
Value ($000) $2 Shares 44 Est. Cost $43.77 Unrealized
SDZNY SANDOZ GROUP AG-ADR 0.0%
Value ($000) $2 Shares 60 Est. Cost $32.15 Unrealized
IBN ICICI BANK LTD SPON ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.08 Unrealized
RELX RELX PLC SPON ADR 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.43 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP, INC. ADR 0.0%
Value ($000) $2 Shares 192 Est. Cost $7.37 Unrealized
NTIOF NATIONAL BANK OF CANADA 0.0%
Value ($000) $2 Shares 26 Est. Cost $66.86 Unrealized +17.7%
TM TOYOTA MOTOR CORP - SPON ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $160.78 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $2 Shares 8 Est. Cost $199.93 Unrealized +26.4%
MET METLIFE INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $52.03 Unrealized +31.0%
PH PARKER HANNIFIN CORP. 0.0%
Value ($000) $2 Shares 4 Est. Cost $308.62 Unrealized +71.0%
CFRUY COMPAGNIE FINANCIERE RICHEMONT UNSP ADR 0.0%
Value ($000) $2 Shares 126 Est. Cost $16.57 Unrealized
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $22.90 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $2 Shares 101 Est. Cost $16.04 Unrealized +9.4%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 75 Est. Cost $51.98 Unrealized 0.0%
CCL CARNIVAL CORP. 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.05 Unrealized -48.6%
WRN WESTERN COPPER AND GOLD CORP 0.0%
Value ($000) $2 Shares 1,600 Est. Cost $1.40 Unrealized 0.0%
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
PRYMY PRYSMIAN SPA-INSPONSOREE ADR 0.0%
Value ($000) $2 Shares 58 Est. Cost $20.88 Unrealized
GICUX GOLDMAN SACHS INTERNATIONAL SMALL CAP R6 0.0%
Value ($000) $2 Shares 140 Est. Cost $12.82 Unrealized
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $2 Shares 6 Est. Cost $272.92 Unrealized 0.0%
DHLGY DEUTSCHE POST AG SPON ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $48.80 Unrealized
EQNR EQUINOR ASA-SPON ADR 0.0%
Value ($000) $2 Shares 62 Est. Cost $29.22 Unrealized
DNBBY DNB BANK ASA- SPN ADR 0.0%
Value ($000) $2 Shares 88 Est. Cost $18.74 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $143.06 Unrealized +11.3%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $2 Shares 12 Est. Cost $107.40 Unrealized +27.7%
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $126.45 Unrealized
SHOP SHOPIFY INC- CLASS A 0.0%
Value ($000) $2 Shares 25 Est. Cost $56.53 Unrealized +17.3%
ZURVY ZURICH INSURANCE GROUP AG-ADR 0.0%
Value ($000) $2 Shares 30 Est. Cost $47.50 Unrealized
GPGNF GRUPO GIGANTE SAB-SER 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.13 Unrealized +46.5%
KTRS-AM LLC 0.0%
Value ($000) $2 Shares 444 Est. Cost $2.25 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $48.93 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $58.80 Unrealized +68.8%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $1 Shares 45 Est. Cost $31.96 Unrealized -1.0%
EXC EXELON CORPORATION 0.0%
Value ($000) $1 Shares 39 Est. Cost $37.44 Unrealized -7.2%
IFNNY INFINEON TECHNOLOGIES AG 0.0%
Value ($000) $1 Shares 33 Est. Cost $41.22 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $370.68 Unrealized +52.5%
AME AMETEK INC (NEW) 0.0%
Value ($000) $1 Shares 7 Est. Cost $138.26 Unrealized +23.5%
HL HECLA MINING COMPANY 0.0%
Value ($000) $1 Shares 208 Est. Cost $5.29 Unrealized 0.0%
ITJTY INTRUM AB UNSP ADR 0.0%
Value ($000) $1 Shares 355 Est. Cost $5.95 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.69 Unrealized 0.0%
SMMNY SIEMENS HEALTHINEE-UNSP ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $28.29 Unrealized
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $1 Shares 35 Est. Cost $18.99 Unrealized 0.0%
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.11 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.22 Unrealized +22.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $196.69 Unrealized +51.7%
ALEC ALECTOR INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $5.15 Unrealized 0.0%
CCSI CONSENSUS CLOUD SOLUTION 0.0%
Value ($000) $1 Shares 33 Est. Cost $16.18 Unrealized 0.0%
EMX EMX ROYALTY CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $1.80 Unrealized
EDIT Editas Medicine Inc 0.0%
Value ($000) $1 Shares 110 Est. Cost $5.64 Unrealized 0.0%
BITF BITFARMS LTD/CANADA 0.0%
Value ($000) $0 Shares 186 Est. Cost $2.15 Unrealized 0.0%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.53 Unrealized 0.0%
BTBT BIT DIGITAL INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $2.44 Unrealized 0.0%
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $10.09 Unrealized 0.0%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $13.14 Unrealized
DIGIHOST TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 148 Est. Cost $1.28 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 8 Est. Cost $23.20 Unrealized -19.5%
SPTL SPDR PORT LNG TRM TRSRY 0.0%
Value ($000) $0 Shares 5 Est. Cost $27.92 Unrealized
DTIL PRECISION BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $11.78 Unrealized 0.0%
OATLY GROUP AB 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.90 Unrealized
MIND MEDICINE 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.20 Unrealized
EDNMY EDENRED SA-UNSP ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.33 Unrealized
CYBIN INC 0.0%
Value ($000) $0 Shares 185 Est. Cost $0.27 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.38 Unrealized 0.0%
NUMIF NUMINUS WELLNESS INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $0.05 Unrealized 0.0%
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.00 Unrealized
DIAMOND OFFSHORE DRILLING INC WT EXP 0.0%
Value ($000) $0 Shares 94 Est. Cost $1.80 Unrealized
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
50 LTD PNSP INT IN RIEDEL SISTERS PROD LP 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
NBLWF NOBLE CORP PLC WRT 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized
ASSND 50 MEM INT IN RIEDEL SISTERS MGT LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
VISION ENERGY CORP 0.0%
Value ($000) $0 Shares 489 Est. Cost $0.10 Unrealized
ESC LUBYS IN DELAWARE ESCROW 0.0%
Value ($000) $0 Shares 1,597 Est. Cost Unrealized
SKYDEX TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 1,834 Est. Cost Unrealized
ESC ALTABA INC ESCROW 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
MYDECINE INNOVATIONS GROUP I 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
OI SA-ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized