BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $378,007 (100.0% shares, 0.0% debt)

Holdings (679)

SPY SPDR S&P 500 ETF TRUST 27.4%
Value ($000) $103,668 Shares 233,865 Est. Cost $273.51 Unrealized
GENERAL AMERN INVS CO INC COM 6.9%
Value ($000) $26,140 Shares 626,567 Est. Cost $32.98 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 5.4%
Value ($000) $20,351 Shares 1,210,626 Est. Cost $13.68 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 4.6%
Value ($000) $17,283 Shares 330,010 Est. Cost $57.08 Unrealized
TRI CONTL CORP COM 3.1%
Value ($000) $11,583 Shares 422,438 Est. Cost $19.67 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 3.1%
Value ($000) $11,572 Shares 223,836 Est. Cost $58.52 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.0%
Value ($000) $7,747 Shares 35,170 Est. Cost $187.35 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.7%
Value ($000) $6,511 Shares 43,510 Est. Cost $141.65 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.7%
Value ($000) $6,303 Shares 33,658 Est. Cost $159.74 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 1.5%
Value ($000) $5,611 Shares 16,318 Est. Cost $285.71 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 1.3%
Value ($000) $4,779 Shares 109,111 Est. Cost $62.40 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 1.2%
Value ($000) $4,648 Shares 152,779 Est. Cost $27.87 Unrealized
ROYCE VALUE TR INC COM 1.2%
Value ($000) $4,525 Shares 327,884 Est. Cost $14.35 Unrealized
VOO VANGUARD S&P 500 ETF 1.2%
Value ($000) $4,401 Shares 10,806 Est. Cost $388.02 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 1.1%
Value ($000) $4,133 Shares 123,479 Est. Cost $29.34 Unrealized
FMAR FT CBOE VEST U.S. EQUITY BUFFER ETF - MARCH 1.0%
Value ($000) $3,925 Shares 110,169 Est. Cost $35.39 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 1.0%
Value ($000) $3,600 Shares 53,662 Est. Cost $49.84 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.9%
Value ($000) $3,437 Shares 48,385 Est. Cost $47.55 Unrealized
XMAR FT CBOE VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.9%
Value ($000) $3,413 Shares 108,498 Est. Cost $30.94 Unrealized
AAPL APPLE INC COM 0.9%
Value ($000) $3,368 Shares 17,362 Est. Cost $158.27 Unrealized +8.7%
XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER 0.8%
Value ($000) $3,178 Shares 123,579 Est. Cost $23.38 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $3,054 Shares 6,851 Est. Cost $391.55 Unrealized
SPECIAL OPPORTUNITIES FD INC COM 0.8%
Value ($000) $2,889 Shares 257,504 Est. Cost $12.12 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value ($000) $2,834 Shares 7,671 Est. Cost $331.35 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.7%
Value ($000) $2,620 Shares 74,612 Est. Cost $34.24 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.7%
Value ($000) $2,531 Shares 75,440 Est. Cost $32.41 Unrealized
XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY 0.6%
Value ($000) $2,371 Shares 96,456 Est. Cost $23.44 Unrealized
PSFM PACER SWAN SOS FLEX (APRIL) ETF 0.6%
Value ($000) $2,356 Shares 96,383 Est. Cost $21.90 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.5%
Value ($000) $2,037 Shares 66,169 Est. Cost $29.13 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.5%
Value ($000) $2,010 Shares 38,568 Est. Cost $46.05 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.5%
Value ($000) $1,992 Shares 26,579 Est. Cost $66.49 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.5%
Value ($000) $1,984 Shares 58,506 Est. Cost $30.12 Unrealized
ROYCE MICRO-CAP TR INC COM 0.5%
Value ($000) $1,766 Shares 201,873 Est. Cost $8.62 Unrealized
MSFT MICROSOFT CORP COM 0.4%
Value ($000) $1,686 Shares 4,950 Est. Cost $311.32 Unrealized -1.3%
CENTRAL SECS CORP COM 0.4%
Value ($000) $1,644 Shares 45,033 Est. Cost $33.10 Unrealized
OCTT ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF 0.4%
Value ($000) $1,611 Shares 49,943 Est. Cost $27.88 Unrealized
SRH TOTAL RETURN FUND INC COM 0.4%
Value ($000) $1,605 Shares 120,838 Est. Cost $11.56 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.4%
Value ($000) $1,520 Shares 45,024 Est. Cost $33.63 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.4%
Value ($000) $1,493 Shares 42,333 Est. Cost $30.27 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.4%
Value ($000) $1,479 Shares 80,516 Est. Cost $16.43 Unrealized
GABELLI DIVID & INCOME TR COM 0.4%
Value ($000) $1,470 Shares 69,570 Est. Cost $21.19 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value ($000) $1,459 Shares 20,088 Est. Cost $45.88 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.4%
Value ($000) $1,446 Shares 42,264 Est. Cost $28.55 Unrealized
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.4%
Value ($000) $1,400 Shares 38,469 Est. Cost $32.27 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.4%
Value ($000) $1,394 Shares 43,854 Est. Cost $31.10 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.4%
Value ($000) $1,372 Shares 112,334 Est. Cost $13.68 Unrealized
BLACKROCK ESG CAP ALLC TERM SHS BEN INT 0.4%
Value ($000) $1,364 Shares 87,091 Est. Cost $15.38 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.4%
Value ($000) $1,342 Shares 9,534 Est. Cost $158.20 Unrealized
XBJL INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY 0.3%
Value ($000) $1,313 Shares 45,447 Est. Cost $24.44 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.3%
Value ($000) $1,308 Shares 35,255 Est. Cost $33.11 Unrealized
XJUN FT CBOE VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.3%
Value ($000) $1,275 Shares 38,111 Est. Cost $29.41 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.3%
Value ($000) $1,263 Shares 35,291 Est. Cost $31.38 Unrealized
FJUN FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNE 0.3%
Value ($000) $1,243 Shares 30,006 Est. Cost $34.26 Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.3%
Value ($000) $1,232 Shares 45,494 Est. Cost $25.27 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.3%
Value ($000) $1,173 Shares 31,098 Est. Cost $35.80 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $1,154 Shares 4,192 Est. Cost $103.88 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.3%
Value ($000) $1,148 Shares 33,323 Est. Cost $31.00 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $1,097 Shares 5,516 Est. Cost $197.11 Unrealized
FAPR FT CBOE VEST U.S. EQUITY BUFFER ETF - APRIL 0.3%
Value ($000) $998 Shares 30,406 Est. Cost $30.69 Unrealized
XDEC FT CBOE VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.3%
Value ($000) $994 Shares 30,465 Est. Cost $30.70 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.3%
Value ($000) $955 Shares 95,896 Est. Cost $10.72 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.2%
Value ($000) $900 Shares 29,112 Est. Cost $28.35 Unrealized
GABELLI GLOBAL SMALL & MID CAP COM 0.2%
Value ($000) $898 Shares 74,925 Est. Cost $11.89 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $892 Shares 22,350 Est. Cost $47.27 Unrealized -11.2%
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.2%
Value ($000) $872 Shares 25,507 Est. Cost $31.10 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $785 Shares 31,862 Est. Cost $24.88 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.2%
Value ($000) $773 Shares 19,809 Est. Cost $33.27 Unrealized
CSX CSX CORP COM 0.2%
Value ($000) $768 Shares 22,528 Est. Cost $33.29 Unrealized -8.6%
SWISS HELVETIA FD INC COM 0.2%
Value ($000) $768 Shares 93,436 Est. Cost $7.89 Unrealized
KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY 0.2%
Value ($000) $766 Shares 29,812 Est. Cost $23.14 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $741 Shares 4,478 Est. Cost $145.86 Unrealized +2.1%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $740 Shares 7,787 Est. Cost $89.98 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $731 Shares 20,506 Est. Cost $36.26 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value ($000) $725 Shares 7,411 Est. Cost $83.74 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $724 Shares 4,063 Est. Cost $164.17 Unrealized
JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF 0.2%
Value ($000) $714 Shares 24,747 Est. Cost $27.63 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.2%
Value ($000) $670 Shares 81,091 Est. Cost $9.51 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $648 Shares 4,968 Est. Cost $123.01 Unrealized -7.2%
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value ($000) $632 Shares 18,833 Est. Cost $31.00 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.2%
Value ($000) $585 Shares 17,229 Est. Cost $32.87 Unrealized
MEXICO EQUITY & INCOME FD COM 0.2%
Value ($000) $571 Shares 56,899 Est. Cost $8.84 Unrealized
INNOVATOR DOUBLE STACKER 9 BUFFER ETF - OCTOBER 0.1%
Value ($000) $559 Shares 17,986 Est. Cost $27.93 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $558 Shares 2,535 Est. Cost $220.16 Unrealized
NEUBERGER BERMAN NEXT GENERATI COMMON STOCK 0.1%
Value ($000) $551 Shares 50,514 Est. Cost $12.08 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $514 Shares 14,025 Est. Cost $39.34 Unrealized -15.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $499 Shares 1,462 Est. Cost $313.70 Unrealized +4.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $493 Shares 4,076 Est. Cost $111.81 Unrealized +2.8%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $490 Shares 3,016 Est. Cost $147.59 Unrealized
PSMO PACER SWAN SOS MODERATE (OCTOBER) ETF 0.1%
Value ($000) $480 Shares 20,606 Est. Cost $21.29 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value ($000) $472 Shares 13,981 Est. Cost $34.56 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $449 Shares 6,376 Est. Cost $79.51 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $445 Shares 13,917 Est. Cost $30.75 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $431 Shares 10,591 Est. Cost $36.83 Unrealized +1.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $427 Shares 9,892 Est. Cost $39.16 Unrealized
FJAN FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY 0.1%
Value ($000) $426 Shares 11,451 Est. Cost $35.06 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $419 Shares 991 Est. Cost $27.96 Unrealized +18.7%
FDEC FT CBOE VEST U.S. EQUITY BUFFER ETF - DECEMBER 0.1%
Value ($000) $416 Shares 11,552 Est. Cost $33.01 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $413 Shares 3,855 Est. Cost $61.44 Unrealized +62.1%
HD HOME DEPOT INC COM 0.1%
Value ($000) $397 Shares 1,278 Est. Cost $303.48 Unrealized -8.9%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $393 Shares 5,196 Est. Cost $66.59 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $382 Shares 1,847 Est. Cost $85.01 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $377 Shares 2,595 Est. Cost $144.33 Unrealized -10.2%
EATON VANCE TAX-ADVANTAGED GLO COM 0.1%
Value ($000) $376 Shares 16,370 Est. Cost $22.23 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $361 Shares 2,287 Est. Cost $115.61 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.1%
Value ($000) $346 Shares 12,021 Est. Cost $27.68 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $344 Shares 2,186 Est. Cost $46.15 Unrealized +6.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $341 Shares 2,570 Est. Cost $63.67 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $339 Shares 2,831 Est. Cost $111.97 Unrealized +2.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $335 Shares 1,616 Est. Cost $129.59 Unrealized +35.5%
BANCROFT FD LTD COM 0.1%
Value ($000) $324 Shares 18,946 Est. Cost $16.90 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.1%
Value ($000) $319 Shares 7,463 Est. Cost $31.42 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $314 Shares 3,430 Est. Cost $47.25 Unrealized +72.2%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $310 Shares 5,598 Est. Cost $55.62 Unrealized
FMAY FT CBOE VEST U.S. EQUITY BUFFER ETF - MAY 0.1%
Value ($000) $307 Shares 7,887 Est. Cost $38.97 Unrealized
SOURCE CAP INC COM 0.1%
Value ($000) $305 Shares 7,966 Est. Cost $37.76 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $293 Shares 2,461 Est. Cost $89.34 Unrealized +12.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $293 Shares 2,538 Est. Cost $72.53 Unrealized +44.0%
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.1%
Value ($000) $282 Shares 9,449 Est. Cost $28.89 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.1%
Value ($000) $279 Shares 2,900 Est. Cost $96.32 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.1%
Value ($000) $274 Shares 12,050 Est. Cost $22.70 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $273 Shares 8,166 Est. Cost $46.47 Unrealized -33.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $267 Shares 7,917 Est. Cost $36.98 Unrealized
ADAM NAT RES FD INC COM 0.1%
Value ($000) $266 Shares 12,784 Est. Cost $19.77 Unrealized
ASA GOLD AND PRECIOUS MTLS LMT SHS 0.1%
Value ($000) $262 Shares 17,613 Est. Cost $16.94 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $248 Shares 946 Est. Cost $276.16 Unrealized -27.6%
META META PLATFORMS INC CL A 0.1%
Value ($000) $247 Shares 862 Est. Cost $277.72 Unrealized -11.8%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value ($000) $241 Shares 7,625 Est. Cost $31.67 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.1%
Value ($000) $235 Shares 25,898 Est. Cost $10.18 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $224 Shares 914 Est. Cost $266.46 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $223 Shares 1,160 Est. Cost $121.60 Unrealized +39.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $222 Shares 5,982 Est. Cost $39.11 Unrealized -20.2%
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND 0.1%
Value ($000) $221 Shares 4,372 Est. Cost $55.44 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.1%
Value ($000) $221 Shares 3,767 Est. Cost $27.02 Unrealized
DOCT FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.1%
Value ($000) $219 Shares 6,274 Est. Cost $31.31 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $217 Shares 5,957 Est. Cost $33.76 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $213 Shares 5,215 Est. Cost $46.93 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $212 Shares 10,169 Est. Cost $19.43 Unrealized
XTJA INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY 0.1%
Value ($000) $209 Shares 9,135 Est. Cost $21.78 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $207 Shares 4,566 Est. Cost $34.92 Unrealized +4.7%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $207 Shares 441 Est. Cost $243.85 Unrealized +68.7%
TEMPLETON EMERGING MKTS FD COM 0.1%
Value ($000) $205 Shares 17,306 Est. Cost $13.42 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $203 Shares 4,876 Est. Cost $38.48 Unrealized -4.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $192 Shares 1,792 Est. Cost $58.68 Unrealized
DJAN FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY 0.0%
Value ($000) $185 Shares 5,669 Est. Cost $31.14 Unrealized
BUFR FT CBOE VEST FUND OF BUFFER ETFS 0.0%
Value ($000) $180 Shares 7,169 Est. Cost $22.51 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $173 Shares 1,934 Est. Cost $141.12 Unrealized -34.4%
UNP UNION PAC CORP COM 0.0%
Value ($000) $172 Shares 840 Est. Cost $213.32 Unrealized -12.3%
XJEQX ABRDN JAPAN EQUITY FUND INC COM 0.0%
Value ($000) $170 Shares 28,055 Est. Cost $7.60 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $168 Shares 3,935 Est. Cost $44.41 Unrealized -15.2%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $165 Shares 1,087 Est. Cost $136.36 Unrealized +3.6%
XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL 0.0%
Value ($000) $163 Shares 5,640 Est. Cost $28.80 Unrealized
ROYCE GLOBAL VALUE TR INC COM 0.0%
Value ($000) $162 Shares 17,541 Est. Cost $8.87 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value ($000) $162 Shares 4,860 Est. Cost $30.20 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $161 Shares 360 Est. Cost $424.84 Unrealized +14.9%
MORGAN STANLEY INDIA INVT FD I COM 0.0%
Value ($000) $159 Shares 7,334 Est. Cost $26.00 Unrealized
PSMJ PACER SWAN SOS MODERATE (JULY) ETF 0.0%
Value ($000) $156 Shares 6,598 Est. Cost $19.89 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $156 Shares 1,561 Est. Cost $96.61 Unrealized
FSEP FT CBOE VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $154 Shares 4,052 Est. Cost $35.84 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $153 Shares 1,789 Est. Cost $86.77 Unrealized -9.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $147 Shares 1,037 Est. Cost $143.22 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value ($000) $146 Shares 8,035 Est. Cost $25.03 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $140 Shares 356 Est. Cost $355.80 Unrealized +4.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $140 Shares 1,109 Est. Cost $137.35 Unrealized -19.6%
EUROPEAN EQUITY FD INC COM 0.0%
Value ($000) $136 Shares 15,788 Est. Cost $9.86 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $135 Shares 2,624 Est. Cost $47.02 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $135 Shares 11,498 Est. Cost $11.33 Unrealized
XNDPX TORTOISE ENERGY INDEPENDENC FD COM 0.0%
Value ($000) $135 Shares 4,679 Est. Cost $29.19 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $132 Shares 1,559 Est. Cost $65.53 Unrealized +16.2%
CALAMOS LNG SHR EQT DYNAMIC TR COM 0.0%
Value ($000) $131 Shares 8,446 Est. Cost $15.29 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $130 Shares 2,817 Est. Cost $49.98 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $129 Shares 694 Est. Cost $148.96 Unrealized +14.5%
APRT ALLIANZIM US LARGE CAP BUFFER10 APR ETF 0.0%
Value ($000) $128 Shares 4,089 Est. Cost $29.67 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $128 Shares 3,919 Est. Cost $28.72 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $126 Shares 4,390 Est. Cost $37.90 Unrealized -29.8%
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $124 Shares 9,647 Est. Cost $13.06 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $123 Shares 8,741 Est. Cost $14.11 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $123 Shares 1,253 Est. Cost $80.30 Unrealized +14.9%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $122 Shares 254 Est. Cost $454.43 Unrealized +2.3%
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.0%
Value ($000) $119 Shares 3,900 Est. Cost $31.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $119 Shares 248 Est. Cost $302.30 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $119 Shares 800 Est. Cost $147.48 Unrealized -10.7%
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $116 Shares 14,787 Est. Cost $11.59 Unrealized
FOCT FT CBOE VEST U.S. EQUITY BUFFER ETF- OCTOBER 0.0%
Value ($000) $115 Shares 3,039 Est. Cost $33.89 Unrealized
WSFS WSFS FINL CORP COM 0.0%
Value ($000) $114 Shares 3,019 Est. Cost $51.82 Unrealized -31.4%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.0%
Value ($000) $113 Shares 5,180 Est. Cost $23.60 Unrealized
QDEC FT CBOE VEST NASDAQ-100 BUFFER ETF - DECEMBER 0.0%
Value ($000) $108 Shares 4,843 Est. Cost $23.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $108 Shares 207 Est. Cost $615.27 Unrealized -13.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $107 Shares 291 Est. Cost $680.89 Unrealized -49.9%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $107 Shares 1,000 Est. Cost $106.90 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $105 Shares 1,700 Est. Cost $70.64 Unrealized -14.8%
ELLSWORTH GROWTH & INCOME FD L COM 0.0%
Value ($000) $105 Shares 12,220 Est. Cost $8.55 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $102 Shares 189 Est. Cost $488.03 Unrealized -0.2%
NVR NVR INC COM 0.0%
Value ($000) $102 Shares 16 Est. Cost $5278.12 Unrealized +10.3%
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $101 Shares 5,900 Est. Cost $17.05 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $99 Shares 930 Est. Cost $106.07 Unrealized
PSFO PACER SWAN SOS FLEX (OCTOBER) ETF 0.0%
Value ($000) $98 Shares 4,000 Est. Cost $21.58 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $97 Shares 559 Est. Cost $44.79 Unrealized
INNOVATOR U.S. EQUITY ACCELERATED ETF - OCTOBER 0.0%
Value ($000) $97 Shares 3,949 Est. Cost $23.83 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $96 Shares 2,107 Est. Cost $49.23 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $96 Shares 10,797 Est. Cost $11.76 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $94 Shares 2,000 Est. Cost $47.10 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $92 Shares 1,334 Est. Cost $80.49 Unrealized -20.1%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $92 Shares 1,774 Est. Cost $50.00 Unrealized -9.0%
FFEB FT CBOE VEST U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $91 Shares 2,275 Est. Cost $34.35 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $89 Shares 463 Est. Cost $178.69 Unrealized +6.2%
TGT TARGET CORP COM 0.0%
Value ($000) $89 Shares 675 Est. Cost $206.30 Unrealized -34.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $89 Shares 138 Est. Cost $719.42 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $87 Shares 960 Est. Cost $90.58 Unrealized -12.7%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $87 Shares 550 Est. Cost $141.93 Unrealized +0.9%
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $86 Shares 5,475 Est. Cost $17.99 Unrealized -24.4%
TEKLA LIFE SCIENCES INVS SH BEN INT 0.0%
Value ($000) $85 Shares 6,314 Est. Cost $13.70 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $84 Shares 5,550 Est. Cost $12.38 Unrealized -13.7%
VIRTUS ARTIFICIAL INTELLIGENCE COM 0.0%
Value ($000) $80 Shares 4,338 Est. Cost $19.37 Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value ($000) $79 Shares 2,095 Est. Cost $37.94 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $79 Shares 332 Est. Cost $217.76 Unrealized +3.1%
FEBW ALLIANZIM U.S. LARGE CAP BUFFER20 FEB ETF 0.0%
Value ($000) $78 Shares 2,959 Est. Cost $25.23 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $78 Shares 396 Est. Cost $203.52 Unrealized -11.1%
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $76 Shares 2,088 Est. Cost $34.84 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $75 Shares 1,009 Est. Cost $68.78 Unrealized -0.4%
BLACKROCK HEALTH SCIENCES TERM COM SHS 0.0%
Value ($000) $74 Shares 4,492 Est. Cost $21.96 Unrealized
PSFJ PACER SWAN SOS FLEX (JULY) ETF 0.0%
Value ($000) $73 Shares 3,100 Est. Cost $20.43 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $73 Shares 1,834 Est. Cost $37.91 Unrealized
FEBT ALLIANZIM U.S. LARGE CAP BUFFER10 FEB ETF 0.0%
Value ($000) $73 Shares 2,700 Est. Cost $25.27 Unrealized
XTAP INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF 0.0%
Value ($000) $73 Shares 2,558 Est. Cost $28.38 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $70 Shares 910 Est. Cost $83.16 Unrealized
SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C 0.0%
Value ($000) $70 Shares 3,056 Est. Cost $23.82 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $69 Shares 309 Est. Cost $639.26 Unrealized -60.6%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $69 Shares 495 Est. Cost $161.74 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $69 Shares 820 Est. Cost $72.48 Unrealized +10.3%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $68 Shares 3,000 Est. Cost $22.77 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $67 Shares 331 Est. Cost $118.87 Unrealized
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $66 Shares 13,200 Est. Cost $5.01 Unrealized
NVBW ALLIANZIM U.S. LARGE CAP BUFFER20 NOV ETF 0.0%
Value ($000) $66 Shares 2,351 Est. Cost $25.94 Unrealized
XTOC INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER 0.0%
Value ($000) $65 Shares 2,700 Est. Cost $25.82 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $65 Shares 75 Est. Cost $56.12 Unrealized +22.5%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $65 Shares 399 Est. Cost $140.66 Unrealized
T AT&T INC COM 0.0%
Value ($000) $64 Shares 4,004 Est. Cost $14.77 Unrealized +0.2%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $64 Shares 316 Est. Cost $165.63 Unrealized +2.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $62 Shares 281 Est. Cost $213.71 Unrealized -0.0%
TBF PROSHARES SHORT 20 YEAR TREASURY 0.0%
Value ($000) $62 Shares 2,879 Est. Cost $20.00 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $58 Shares 3,032 Est. Cost $12.43 Unrealized +1.6%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $58 Shares 895 Est. Cost $46.87 Unrealized +20.6%
QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 0.0%
Value ($000) $58 Shares 1,670 Est. Cost $32.09 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $56 Shares 528 Est. Cost $81.57 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $56 Shares 572 Est. Cost $83.80 Unrealized +0.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $55 Shares 505 Est. Cost $83.82 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $54 Shares 250 Est. Cost $185.25 Unrealized +10.4%
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $54 Shares 2,053 Est. Cost $23.77 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $53 Shares 454 Est. Cost $114.82 Unrealized
EOCT INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $52 Shares 2,215 Est. Cost $22.27 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $52 Shares 902 Est. Cost $50.41 Unrealized +12.3%
QMOM MOMENTUMSHARES US QUANTITATIVE MOMEMENTUM ETF 0.0%
Value ($000) $52 Shares 1,110 Est. Cost $45.94 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $51 Shares 471 Est. Cost $107.72 Unrealized -5.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $51 Shares 317 Est. Cost $156.05 Unrealized
HERZFELD CARIBBEAN BASIN FD IN COM 0.0%
Value ($000) $51 Shares 12,797 Est. Cost $5.37 Unrealized
NXG NEXTGEN INFRASTR INCM FD COM 0.0%
Value ($000) $50 Shares 1,307 Est. Cost $38.45 Unrealized
VOYA GLBL ADV & PREM OPP FD COM 0.0%
Value ($000) $50 Shares 5,853 Est. Cost $8.67 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $48 Shares 425 Est. Cost $106.20 Unrealized -2.1%
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value ($000) $48 Shares 2,763 Est. Cost $24.82 Unrealized
UOCT INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER 0.0%
Value ($000) $48 Shares 1,600 Est. Cost $27.28 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $48 Shares 181 Est. Cost $239.38 Unrealized +1.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $48 Shares 1,445 Est. Cost $46.96 Unrealized -39.5%
VOTE ENGINE NO. 1 TRANSFORM 500 ETF 0.0%
Value ($000) $48 Shares 923 Est. Cost $56.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $47 Shares 350 Est. Cost $111.12 Unrealized +6.2%
PIONEER NAT RES CO COM 0.0%
Value ($000) $46 Shares 220 Est. Cost $181.82 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $45 Shares 457 Est. Cost $95.24 Unrealized +2.1%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $45 Shares 89 Est. Cost $152.15 Unrealized
DDEC FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER 0.0%
Value ($000) $44 Shares 1,313 Est. Cost $31.99 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $43 Shares 650 Est. Cost $114.05 Unrealized -40.4%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $43 Shares 93 Est. Cost $413.55 Unrealized +4.3%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $43 Shares 659 Est. Cost $44.19 Unrealized
XTJL INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY 0.0%
Value ($000) $42 Shares 1,543 Est. Cost $23.41 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $42 Shares 701 Est. Cost $55.61 Unrealized +3.1%
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $42 Shares 905 Est. Cost $71.91 Unrealized
BX BLACKSTONE INC COM 0.0%
Value ($000) $42 Shares 448 Est. Cost $116.12 Unrealized -31.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $41 Shares 1,610 Est. Cost $56.16 Unrealized -66.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $41 Shares 119 Est. Cost $341.27 Unrealized -11.3%
PSFD PACER SWAN SOS FLEX (JANUARY) ETF 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $24.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $40 Shares 374 Est. Cost $112.24 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $40 Shares 1,145 Est. Cost $32.44 Unrealized -5.7%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $40 Shares 867 Est. Cost $49.00 Unrealized -12.8%
Gabelli Global Deal Fund 0.0%
Value ($000) $40 Shares 5,082 Est. Cost $7.84 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $40 Shares 523 Est. Cost $57.74 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $40 Shares 260 Est. Cost $154.64 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $39 Shares 138 Est. Cost $282.96 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $39 Shares 120 Est. Cost $328.14 Unrealized -6.2%
JAPAN SMALLER CAPITALIZATION F COM 0.0%
Value ($000) $38 Shares 5,319 Est. Cost $8.34 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $38 Shares 348 Est. Cost $59.41 Unrealized +34.4%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $37 Shares 203 Est. Cost $151.82 Unrealized +11.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $37 Shares 312 Est. Cost $133.82 Unrealized -19.1%
PSMD PACER SWAN SOS MODERATE (JANUARY) ETF 0.0%
Value ($000) $37 Shares 1,500 Est. Cost $23.17 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $36 Shares 246 Est. Cost $174.28 Unrealized -25.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $36 Shares 200 Est. Cost $170.14 Unrealized -6.5%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $35 Shares 295 Est. Cost $95.59 Unrealized -2.5%
DESTRA MULTI-ALTERNATIVE FD COMMON SHARES 0.0%
Value ($000) $35 Shares 6,966 Est. Cost $5.46 Unrealized
FAUG FT CBOE VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $35 Shares 903 Est. Cost $36.76 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $35 Shares 687 Est. Cost $54.03 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value ($000) $34 Shares 1,183 Est. Cost $19.61 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $34 Shares 165 Est. Cost $205.77 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $34 Shares 205 Est. Cost $103.05 Unrealized +36.1%
SIXO ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $24.59 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $33 Shares 630 Est. Cost $54.35 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $33 Shares 345 Est. Cost $103.80 Unrealized -8.0%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.09 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $33 Shares 799 Est. Cost $40.03 Unrealized
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $32 Shares 2,697 Est. Cost $13.82 Unrealized -22.2%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $31 Shares 500 Est. Cost $55.02 Unrealized +3.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $31 Shares 213 Est. Cost $167.65 Unrealized -16.9%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $31 Shares 1,002 Est. Cost $27.46 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $31 Shares 349 Est. Cost $84.46 Unrealized -13.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $31 Shares 186 Est. Cost $168.53 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $31 Shares 564 Est. Cost $62.06 Unrealized
HIGH INCOME SECS FD SHS BEN INT 0.0%
Value ($000) $30 Shares 4,700 Est. Cost $6.48 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $30 Shares 142 Est. Cost $208.00 Unrealized -0.1%
KLIC KULICKE & SOFFA INDS INC COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $53.30 Unrealized -7.8%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $29 Shares 180 Est. Cost $30.22 Unrealized -2.7%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $29 Shares 131 Est. Cost $215.48 Unrealized -9.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $29 Shares 559 Est. Cost $62.13 Unrealized -23.4%
INNOVATOR US EQUITY ACCELERATED ETF 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $28.68 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $28 Shares 819 Est. Cost $41.91 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $28 Shares 205 Est. Cost $107.71 Unrealized +24.1%
MART ALLIANZIM U.S. LARGE CAP BUFFER10 MAR ETF 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $27.35 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $27 Shares 677 Est. Cost $57.22 Unrealized -30.1%
UNM UNUM GROUP COM 0.0%
Value ($000) $27 Shares 561 Est. Cost $25.60 Unrealized +70.4%
CRM SALESFORCE INC COM 0.0%
Value ($000) $27 Shares 126 Est. Cost $239.06 Unrealized -15.6%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $26 Shares 326 Est. Cost $82.73 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $26 Shares 3,176 Est. Cost $11.73 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $26 Shares 89 Est. Cost $239.53 Unrealized +16.1%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value ($000) $25 Shares 1,447 Est. Cost $20.26 Unrealized
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 0.0%
Value ($000) $25 Shares 2,764 Est. Cost $9.77 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $25 Shares 1,300 Est. Cost $18.46 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $24 Shares 1,075 Est. Cost $20.55 Unrealized
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.0%
Value ($000) $24 Shares 2,154 Est. Cost $14.86 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $24 Shares 81 Est. Cost $229.60 Unrealized +18.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $24 Shares 480 Est. Cost $49.30 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $24 Shares 58 Est. Cost $354.84 Unrealized +3.7%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $23 Shares 48 Est. Cost $458.40 Unrealized -12.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $23 Shares 76 Est. Cost $343.31 Unrealized -18.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $23 Shares 883 Est. Cost $21.90 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $23 Shares 79 Est. Cost $265.82 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $23 Shares 134 Est. Cost $155.03 Unrealized +2.4%
INNOVATOR U.S. EQUITY ACCELERATED ETF - JANUARY 0.0%
Value ($000) $23 Shares 993 Est. Cost $21.38 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $23 Shares 205 Est. Cost $122.96 Unrealized -19.4%
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $22 Shares 160 Est. Cost $142.50 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $22 Shares 417 Est. Cost $49.00 Unrealized -7.7%
RANGE CANCER THERAPEUTICS ETF 0.0%
Value ($000) $22 Shares 1,707 Est. Cost $25.17 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $22 Shares 8 Est. Cost $2332.00 Unrealized +11.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $21 Shares 325 Est. Cost $49.23 Unrealized +19.7%
ORGN ORIGIN MATERIALS INC COM 0.0%
Value ($000) $21 Shares 4,830 Est. Cost $6.39 Unrealized -32.8%
MBB ISHARES MBS ETF 0.0%
Value ($000) $20 Shares 218 Est. Cost $93.27 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $20 Shares 422 Est. Cost $48.06 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $9.56 Unrealized
BUNGE LIMITED COM 0.0%
Value ($000) $20 Shares 207 Est. Cost $90.99 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $19 Shares 572 Est. Cost $43.70 Unrealized -34.1%
JBL JABIL INC COM 0.0%
Value ($000) $19 Shares 179 Est. Cost $66.42 Unrealized +31.8%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $19 Shares 41 Est. Cost $388.51 Unrealized +26.1%
APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF 0.0%
Value ($000) $19 Shares 682 Est. Cost $28.10 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $19 Shares 990 Est. Cost $19.22 Unrealized
BUL PACER US CASH COWS GROWTH ETF 0.0%
Value ($000) $19 Shares 550 Est. Cost $35.93 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $19 Shares 168 Est. Cost $106.13 Unrealized -4.8%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $19 Shares 275 Est. Cost $69.63 Unrealized -15.7%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value ($000) $19 Shares 1,119 Est. Cost $16.70 Unrealized
WSC WILLSCOT MOBIL MINI HLDNG CORP COM CL A 0.0%
Value ($000) $18 Shares 386 Est. Cost $36.90 Unrealized +21.2%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $18 Shares 53 Est. Cost $396.23 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 268 Est. Cost $67.50 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $17 Shares 39 Est. Cost $42.38 Unrealized -13.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $17 Shares 179 Est. Cost $64.72 Unrealized +36.8%
SMOG VANECK LOW CARBON ENERGY ETF 0.0%
Value ($000) $17 Shares 137 Est. Cost $160.58 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 200 Est. Cost $71.02 Unrealized
TAIWAN FD INC COM 0.0%
Value ($000) $16 Shares 518 Est. Cost $32.86 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $16 Shares 131 Est. Cost $133.93 Unrealized -17.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $16 Shares 207 Est. Cost $65.59 Unrealized +10.7%
BLACKROCK INC COM 0.0%
Value ($000) $16 Shares 23 Est. Cost $913.04 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $16 Shares 214 Est. Cost $73.43 Unrealized -4.7%
MMM 3M CO COM 0.0%
Value ($000) $16 Shares 157 Est. Cost $109.23 Unrealized -29.0%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value ($000) $16 Shares 190 Est. Cost $90.86 Unrealized
ESPO VANECK VIDEO GAMING AND ESPORTS ETF 0.0%
Value ($000) $15 Shares 276 Est. Cost $48.97 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $15 Shares 341 Est. Cost $50.39 Unrealized -16.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 89 Est. Cost $129.09 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $15 Shares 385 Est. Cost $37.80 Unrealized
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value ($000) $15 Shares 361 Est. Cost $35.05 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 348 Est. Cost $37.62 Unrealized -1.2%
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.0%
Value ($000) $15 Shares 526 Est. Cost $29.85 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $14 Shares 375 Est. Cost $56.36 Unrealized -40.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $14 Shares 115 Est. Cost $122.42 Unrealized +2.8%
PRNT 3D PRINTING ETF 0.0%
Value ($000) $14 Shares 600 Est. Cost $25.56 Unrealized
EQS EQUUS TOTAL RETURN INC COM 0.0%
Value ($000) $14 Shares 9,688 Est. Cost $2.10 Unrealized -25.8%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $13 Shares 2,778 Est. Cost $4.54 Unrealized
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $13 Shares 322 Est. Cost $38.17 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $13 Shares 410 Est. Cost $30.17 Unrealized -10.1%
XTEAX ECOFIN SUSTAINABLE AND SOCIAL COM SH BEN INT 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.78 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $12 Shares 200 Est. Cost $84.69 Unrealized -33.2%
PSI INVESCO DYNAMIC SEMICONDUCTORS ETF 0.0%
Value ($000) $12 Shares 90 Est. Cost $146.15 Unrealized
VIRTUS TOTAL RETURN FD INC COM 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $6.08 Unrealized
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.0%
Value ($000) $12 Shares 320 Est. Cost $34.07 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $270.11 Unrealized -22.7%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $12 Shares 212 Est. Cost $70.83 Unrealized -19.9%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $12 Shares 126 Est. Cost $111.11 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $12 Shares 185 Est. Cost $73.04 Unrealized -13.1%
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $12 Shares 101 Est. Cost $31.00 Unrealized +210.5%
COHU COHU INC COM 0.0%
Value ($000) $11 Shares 275 Est. Cost $34.29 Unrealized +7.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $272.40 Unrealized +9.3%
JUNW ALLIANZIM U.S. LARGE CAP BUFFER20 JUN ETF 0.0%
Value ($000) $11 Shares 442 Est. Cost $25.76 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $11 Shares 236 Est. Cost $47.18 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 125 Est. Cost $109.98 Unrealized -22.1%
BLUESTAR ISRAEL TECHNOLOGY ETF BLUESTAR ISRAEL TECHNOLOGY FUND 0.0%
Value ($000) $11 Shares 240 Est. Cost $52.12 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $11 Shares 105 Est. Cost $64.44 Unrealized +46.6%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $11 Shares 121 Est. Cost $102.03 Unrealized -22.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $11 Shares 23 Est. Cost $378.22 Unrealized +2.7%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $11 Shares 591 Est. Cost $17.16 Unrealized -14.6%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $10 Shares 95 Est. Cost $106.90 Unrealized -0.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 129 Est. Cost $79.03 Unrealized
GINN GOLDMAN SACHS INNOVATE EQUITY ETF 0.0%
Value ($000) $10 Shares 207 Est. Cost $52.71 Unrealized
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $10 Shares 1,258 Est. Cost $21.30 Unrealized -67.3%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $13.19 Unrealized -50.6%
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value ($000) $10 Shares 550 Est. Cost $29.08 Unrealized -32.7%
NDSN NORDSON CORP COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $243.43 Unrealized -11.4%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $10 Shares 187 Est. Cost $55.28 Unrealized -11.1%
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF 0.0%
Value ($000) $10 Shares 255 Est. Cost $35.31 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $9 Shares 40 Est. Cost $235.32 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $9 Shares 131 Est. Cost $28.93 Unrealized -6.1%
NUVEEN VRIABL RAT PFD & INM FD COM 0.0%
Value ($000) $9 Shares 600 Est. Cost $16.67 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $9 Shares 55 Est. Cost $177.96 Unrealized -17.1%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $9 Shares 614 Est. Cost $9.83 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $9 Shares 35 Est. Cost $285.71 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $9 Shares 987 Est. Cost $18.79 Unrealized -52.1%
PFS PROVIDENT FINL SVCS INC COM 0.0%
Value ($000) $9 Shares 558 Est. Cost $19.66 Unrealized -25.9%
LUMINAR TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $14.27 Unrealized
NVRI ENVIRI CORP COM 0.0%
Value ($000) $9 Shares 900 Est. Cost $9.84 Unrealized -16.3%
BPOP POPULAR INC COM NEW 0.0%
Value ($000) $9 Shares 146 Est. Cost $71.65 Unrealized -23.9%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $9 Shares 509 Est. Cost $14.20 Unrealized +4.1%
GOLDMAN SACHS FUTURE PLANET EQUITY ETF 0.0%
Value ($000) $9 Shares 275 Est. Cost $36.17 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.0%
Value ($000) $9 Shares 209 Est. Cost $34.06 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $9 Shares 162 Est. Cost $50.76 Unrealized -10.4%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $8 Shares 183 Est. Cost $36.19 Unrealized +29.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $8 Shares 112 Est. Cost $74.98 Unrealized
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 0.0%
Value ($000) $8 Shares 317 Est. Cost $24.04 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $8 Shares 45 Est. Cost $200.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 108 Est. Cost $75.66 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 79 Est. Cost $102.94 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $8 Shares 140 Est. Cost $51.62 Unrealized -1.9%
ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $8 Shares 2,671 Est. Cost $16.74 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value ($000) $8 Shares 343 Est. Cost $26.24 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $8 Shares 401 Est. Cost $17.59 Unrealized
PDC ENERGY INC COM 0.0%
Value ($000) $8 Shares 110 Est. Cost $50.83 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.00 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $8 Shares 400 Est. Cost $25.00 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $8 Shares 221 Est. Cost $40.37 Unrealized -16.1%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $8 Shares 179 Est. Cost $52.19 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $7 Shares 30 Est. Cost $200.00 Unrealized
GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 0.0%
Value ($000) $7 Shares 291 Est. Cost $31.28 Unrealized
DBB INVESCO DB BASE METALS FUND 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.00 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $7 Shares 120 Est. Cost $108.33 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 50 Est. Cost $120.00 Unrealized
VMWARE INC CL A COM 0.0%
Value ($000) $7 Shares 48 Est. Cost $115.54 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $7 Shares 40 Est. Cost $182.67 Unrealized -8.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $7 Shares 140 Est. Cost $50.00 Unrealized
WORLD WRESTLING ENTMT INC CL A 0.0%
Value ($000) $7 Shares 63 Est. Cost $49.69 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $7 Shares 18 Est. Cost $427.35 Unrealized -13.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 63 Est. Cost $108.14 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $7 Shares 105 Est. Cost $69.80 Unrealized -19.9%
SPLUNK INC COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $121.53 Unrealized
NERD ROUNDHILL VIDEO GAMES ETF 0.0%
Value ($000) $7 Shares 427 Est. Cost $17.07 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $7 Shares 992 Est. Cost $16.72 Unrealized -56.1%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $7 Shares 352 Est. Cost $19.36 Unrealized -1.4%
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $7 Shares 30 Est. Cost $235.29 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $7 Shares 5 Est. Cost $130.07 Unrealized +19.4%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $6 Shares 114 Est. Cost $70.18 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $6 Shares 3 Est. Cost $35.21 Unrealized +12.3%
PACK RANPAK HOLDINGS CORP COM CL A 0.0%
Value ($000) $6 Shares 1,411 Est. Cost $11.45 Unrealized -65.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $6 Shares 377 Est. Cost $33.43 Unrealized -58.2%
ETD ETHAN ALLEN INTERIORS INC COM 0.0%
Value ($000) $6 Shares 222 Est. Cost $18.31 Unrealized +22.4%
CLOUGH GLOBAL EQUITY FD COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.24 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 14 Est. Cost $285.71 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value ($000) $6 Shares 78 Est. Cost $76.92 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $6 Shares 111 Est. Cost $50.62 Unrealized -13.3%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $73.13 Unrealized -34.2%
GYRO GYRODYNE LLC COM 0.0%
Value ($000) $6 Shares 626 Est. Cost $16.55 Unrealized -43.3%
MIR MIRION TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $6 Shares 700 Est. Cost $10.74 Unrealized -24.4%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $6 Shares 314 Est. Cost $14.38 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $6 Shares 46 Est. Cost $163.32 Unrealized -28.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $6 Shares 61 Est. Cost $114.75 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $122.57 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $6 Shares 736 Est. Cost $8.70 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value ($000) $6 Shares 1,200 Est. Cost $6.47 Unrealized -19.9%
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $6 Shares 307 Est. Cost $19.37 Unrealized -31.4%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $6 Shares 50 Est. Cost $66.66 Unrealized +29.4%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $5 Shares 65 Est. Cost $85.21 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $5 Shares 135 Est. Cost $85.82 Unrealized -53.2%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 1,200 Est. Cost $6.67 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $5 Shares 62 Est. Cost $77.71 Unrealized +6.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $91.01 Unrealized -9.7%
AI POWERED EQUITY ETF 0.0%
Value ($000) $5 Shares 170 Est. Cost $23.40 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $5 Shares 125 Est. Cost $61.70 Unrealized -26.2%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF 0.0%
Value ($000) $5 Shares 131 Est. Cost $53.33 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $5 Shares 132 Est. Cost $45.10 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $5 Shares 140 Est. Cost $43.68 Unrealized -32.4%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 287 Est. Cost $22.00 Unrealized -21.5%
BUFD FT CBOE VEST FUND OF DEEP BUFFER ETF 0.0%
Value ($000) $5 Shares 235 Est. Cost $21.28 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $5 Shares 700 Est. Cost $14.32 Unrealized -43.8%
LONCAR CHINA BIOPHARMA ETF 0.0%
Value ($000) $5 Shares 308 Est. Cost $26.73 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $259.51 Unrealized -22.6%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $5 Shares 32 Est. Cost $140.19 Unrealized
APOG APOGEE ENTERPRISES INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.86 Unrealized -1.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $168.49 Unrealized +29.2%
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $5 Shares 103 Est. Cost $79.08 Unrealized -49.5%
NNOX NANO X IMAGING LTD ORD SHS 0.0%
Value ($000) $5 Shares 300 Est. Cost $10.68 Unrealized +29.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $48.08 Unrealized +34.0%
BJK VANECK GAMING ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
PSCQ PACER SWAN SOS CONSERVATIVE (OCTOBER) ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.14 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 19 Est. Cost $229.74 Unrealized
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.35 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $4 Shares 780 Est. Cost $25.91 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $4 Shares 777 Est. Cost $10.01 Unrealized -51.6%
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $83.33 Unrealized
EQRR PROSHARES EQUITIES FOR RISING RATES ETF 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.06 Unrealized
HAIL SPDR S&P KENSHO SMART MOBILITY ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $56.00 Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $4 Shares 91 Est. Cost $54.35 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $4 Shares 416 Est. Cost $10.27 Unrealized -17.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $4 Shares 111 Est. Cost $30.66 Unrealized +4.6%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $4 Shares 84 Est. Cost $48.88 Unrealized
CECO CECO ENVIRONMENTAL CORP COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $6.52 Unrealized +90.7%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $4 Shares 204 Est. Cost $24.49 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $92.72 Unrealized
RH RH COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $588.66 Unrealized -55.6%
ACMR ACM RESH INC COM CL A 0.0%
Value ($000) $4 Shares 300 Est. Cost $25.17 Unrealized -58.1%
LUCID GROUP INC COM 0.0%
Value ($000) $4 Shares 544 Est. Cost $25.74 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $71.61 Unrealized -29.5%
EET PROSHARES ULTRA MSCI EMERGING MARKETS 0.0%
Value ($000) $4 Shares 73 Est. Cost $82.19 Unrealized
IMXI INTERNATIONAL MNY EXPRESS INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $19.06 Unrealized +28.8%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $4 Shares 215 Est. Cost $18.60 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.00 Unrealized
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $3.88 Unrealized -33.0%
UWM PROSHARES ULTRA RUSSELL2000 0.0%
Value ($000) $3 Shares 100 Est. Cost $60.00 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 150 Est. Cost $39.42 Unrealized -41.8%
WEN WENDYS CO COM 0.0%
Value ($000) $3 Shares 157 Est. Cost $21.92 Unrealized +1.6%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value ($000) $3 Shares 166 Est. Cost $102.64 Unrealized -85.4%
KRO KRONOS WORLDWIDE INC COM 0.0%
Value ($000) $3 Shares 382 Est. Cost $12.00 Unrealized -36.0%
IPO RENAISSANCE IPO ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $60.00 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $66.44 Unrealized +0.6%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $246.89 Unrealized -34.2%
APTIV PLC SHS 0.0%
Value ($000) $3 Shares 31 Est. Cost $132.39 Unrealized
BLACKROCK ENHANCD CAP & INM FD COM 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.34 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $116.80 Unrealized -3.8%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $3 Shares 116 Est. Cost $34.48 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.24 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $65.00 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $3 Shares 120 Est. Cost $35.85 Unrealized -37.3%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $3 Shares 34 Est. Cost $38.92 Unrealized -2.5%
ITERIS INC NEW COM 0.0%
Value ($000) $3 Shares 729 Est. Cost $4.12 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 62 Est. Cost $46.90 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $50.98 Unrealized +24.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $3 Shares 1,055 Est. Cost $20.27 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.66 Unrealized -50.1%
FTXG FIRST TRUST NASDAQ FOOD & BEVERAGE ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $3 Shares 80 Est. Cost $50.00 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.64 Unrealized -40.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 170 Est. Cost $22.08 Unrealized -48.5%
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $23.27 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $118.01 Unrealized +28.2%
GENI GENIUS SPORTS LIMITED SHARES CL A 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.76 Unrealized -12.9%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $160.69 Unrealized -19.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $166.67 Unrealized
VIVID SEATS INC COM CL A 0.0%
Value ($000) $2 Shares 300 Est. Cost $10.00 Unrealized
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $2 Shares 151 Est. Cost $19.87 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $33.33 Unrealized
PWP PERELLA WEINBERG PARTNERS CLASS A COM 0.0%
Value ($000) $2 Shares 267 Est. Cost $11.58 Unrealized -32.3%
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VCYT VERACYTE INC COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $37.76 Unrealized -35.8%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $2 Shares 28 Est. Cost $82.47 Unrealized -17.9%
BLCN SIREN ETF TRUST SIREN NASDAQ NEXGEN ECONOMY ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $45.22 Unrealized
DRUP GRANITESHARES XOUT US LARGE CAP ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $2 Shares 108 Est. Cost $19.49 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $15.56 Unrealized
THE ODP CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $212.40 Unrealized -2.8%
LC LENDINGCLUB CORP COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $33.87 Unrealized -76.3%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $80.36 Unrealized
CORN TEUCRIUM CORN FUND 0.0%
Value ($000) $2 Shares 85 Est. Cost $24.40 Unrealized
AGRO ADECOAGRO S A COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $7.54 Unrealized +9.2%
VVV VALVOLINE INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $32.67 Unrealized +11.2%
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $72.12 Unrealized -61.2%
IZRL ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 0.0%
Value ($000) $2 Shares 93 Est. Cost $22.20 Unrealized
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
FISKER INC CL A COM STK 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.00 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 126 Est. Cost $21.59 Unrealized -37.3%
DEFIANCE NEXT GEN H2 ETF 0.0%
Value ($000) $2 Shares 199 Est. Cost $16.39 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $2 Shares 4 Est. Cost $512.04 Unrealized -43.0%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.51 Unrealized +11.2%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $26.77 Unrealized -72.5%
GLOBAL X CANNABIS ETF 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.09 Unrealized
TOKE CAMBRIA CANNABIS ETF 0.0%
Value ($000) $2 Shares 275 Est. Cost $12.63 Unrealized
ASH ASHLAND INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.05 Unrealized -2.3%
FDRV FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF 0.0%
Value ($000) $2 Shares 79 Est. Cost $25.32 Unrealized
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.73 Unrealized -34.9%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $1 Shares 12 Est. Cost $131.42 Unrealized +2.4%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $1 Shares 179 Est. Cost $34.42 Unrealized -74.7%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $57.14 Unrealized
PAYO PAYONEER GLOBAL INC COM 0.0%
Value ($000) $1 Shares 300 Est. Cost $7.69 Unrealized -34.9%
STERICYCLE INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $64.52 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $123.66 Unrealized -14.6%
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $1 Shares 800 Est. Cost $5.00 Unrealized
ISRA VANECK ISRAEL ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
FUTURE TECH ETF 0.0%
Value ($000) $1 Shares 63 Est. Cost $34.01 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 36 Est. Cost $38.26 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $1 Shares 117 Est. Cost $11.37 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $207.28 Unrealized -1.9%
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $1 Shares 40 Est. Cost $50.00 Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $1 Shares 38 Est. Cost $42.00 Unrealized -17.3%
PBE INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $65.22 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.60 Unrealized +14.7%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $73.05 Unrealized -71.9%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 45 Est. Cost $43.21 Unrealized -42.3%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $76.53 Unrealized
BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.22 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $1404.74 Unrealized -10.5%
CVCO CAVCO INDS INC DEL COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $278.46 Unrealized +3.2%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $9.23 Unrealized -72.5%
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GSUS GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $55.40 Unrealized
AVPT AVEPOINT INC COM CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.74 Unrealized -32.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
VHI VALHI INC NEW COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $27.18 Unrealized -46.3%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.28 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
GSSC GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.41 Unrealized
KVHI KVH INDS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.04 Unrealized +0.4%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.36 Unrealized -11.6%
GLOBAL X GENOMICS & BIOTECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 74 Est. Cost $19.84 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $6.00 Unrealized
SAFEGUARD SCIENTIFICS INC COM NEW 0.0%
Value ($000) $1 Shares 517 Est. Cost $7.17 Unrealized
CNRG SPDR S&P KENSHO CLEAN POWER ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $84.11 Unrealized
ANEW PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $43.48 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.25 Unrealized -21.7%
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $55.45 Unrealized +16.3%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $24.05 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.92 Unrealized -52.4%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $129.63 Unrealized -38.2%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $1 Shares 31 Est. Cost $19.87 Unrealized +14.8%
FIDELITY DIGITAL HEALTH ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
HTO SJW GROUP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $69.53 Unrealized +8.6%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $45.85 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 519 Est. Cost $6.10 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $1 Shares 300 Est. Cost $10.00 Unrealized
ORGNW ORIGIN MATERIALS INC WT EXP 062526 0.0%
Value ($000) $1 Shares 950 Est. Cost $1.05 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $82.19 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $18.81 Unrealized
AMR ALPHA METALLURGICAL RESOUR INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $77.47 Unrealized +96.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 31 Est. Cost $26.81 Unrealized -28.8%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $21.60 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $1 Shares 12 Est. Cost $71.43 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
GINKGO BIOWORKS HOLDINGS INC CL A SHS 0.0%
Value ($000) $1 Shares 300 Est. Cost $6.67 Unrealized
LEVGQ THE LION ELECTRIC COMPANY COMMON STOCK 0.0%
Value ($000) $1 Shares 300 Est. Cost $11.26 Unrealized -82.1%
FINX GLOBAL X FINTECH ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $49.60 Unrealized
DIREXION HYDROGEN ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $0 Shares 150 Est. Cost $20.00 Unrealized
2U INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $14.58 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $0 Shares 300 Est. Cost $8.90 Unrealized -91.6%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.25 Unrealized
GT BIOPHARMA INC COM NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized
ORGN ORIGIN MATERIALS INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $6.39 Unrealized -32.8%