NATIONS FINANCIAL GROUP INC, /IA/ /ADV Diversified Active

CIK: 0001109767 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 23, 2024

Total Value ($000): $1,187,635 (100.0% shares, 0.0% debt)

Holdings (621)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.2%
Value ($000) $38,308 Shares 91,096 Est. Cost $277.58 Unrealized +41.7%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $32,886 Shares 78,165 Est. Cost $212.09 Unrealized +88.2%
AAPL APPLE INC COM 2.7%
Value ($000) $32,064 Shares 186,986 Est. Cost $108.56 Unrealized +66.0%
IJH ISHARES CORE S&P MID-CAP ETF 2.2%
Value ($000) $26,018 Shares 428,352 Est. Cost $85.99 Unrealized
NVDA NVIDIA CORPORATION COM 1.9%
Value ($000) $22,499 Shares 24,900 Est. Cost $18.73 Unrealized +286.7%
IWV ISHARES RUSSELL 3000 ETF 1.8%
Value ($000) $21,144 Shares 70,460 Est. Cost $252.83 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.6%
Value ($000) $18,971 Shares 42,727 Est. Cost $232.78 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.5%
Value ($000) $17,992 Shares 148,704 Est. Cost $100.77 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.3%
Value ($000) $15,984 Shares 198,235 Est. Cost $74.08 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $14,924 Shares 82,735 Est. Cost $120.85 Unrealized +38.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.2%
Value ($000) $14,722 Shares 70,685 Est. Cost $78.70 Unrealized
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $14,720 Shares 58,911 Est. Cost $188.19 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.1%
Value ($000) $13,248 Shares 119,867 Est. Cost $83.95 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $12,778 Shares 109,926 Est. Cost $61.39 Unrealized +59.8%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $11,754 Shares 22,472 Est. Cost $303.49 Unrealized
VTV VANGUARD VALUE ETF 1.0%
Value ($000) $11,633 Shares 71,431 Est. Cost $132.41 Unrealized
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $11,351 Shares 56,670 Est. Cost $126.62 Unrealized +37.1%
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $10,918 Shares 14,902 Est. Cost $463.56 Unrealized +52.5%
VUG VANGUARD GROWTH ETF 0.9%
Value ($000) $10,854 Shares 31,534 Est. Cost $232.20 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $10,450 Shares 69,239 Est. Cost $108.64 Unrealized +30.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.8%
Value ($000) $9,647 Shares 81,549 Est. Cost $105.02 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $9,189 Shares 32,927 Est. Cost $201.52 Unrealized +35.2%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.7%
Value ($000) $8,610 Shares 103,015 Est. Cost $59.90 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $8,203 Shares 31,560 Est. Cost $195.67 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $7,728 Shares 185,011 Est. Cost $41.75 Unrealized
AVGO BROADCOM INC COM 0.6%
Value ($000) $7,420 Shares 5,598 Est. Cost $53.82 Unrealized +125.2%
META META PLATFORMS INC CL A 0.6%
Value ($000) $7,014 Shares 14,444 Est. Cost $224.77 Unrealized +97.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $6,827 Shares 136,078 Est. Cost $43.94 Unrealized
PSX PHILLIPS 66 COM 0.5%
Value ($000) $6,520 Shares 39,918 Est. Cost $89.16 Unrealized +51.4%
JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND 0.5%
Value ($000) $6,434 Shares 111,196 Est. Cost $55.22 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.5%
Value ($000) $6,296 Shares 144,402 Est. Cost $43.76 Unrealized
ANGEL OAK FINL STRATEGIES INCM COM BEN INT 0.5%
Value ($000) $6,255 Shares 500,795 Est. Cost $12.90 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value ($000) $6,244 Shares 213,997 Est. Cost $23.25 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $6,228 Shares 36,768 Est. Cost $124.02 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.5%
Value ($000) $6,153 Shares 125,167 Est. Cost $43.42 Unrealized
GLD SPDR GOLD SHARES 0.5%
Value ($000) $6,144 Shares 29,867 Est. Cost $171.12 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.5%
Value ($000) $6,025 Shares 11,459 Est. Cost $429.94 Unrealized
MRK MERCK & CO INC COM 0.5%
Value ($000) $5,849 Shares 44,328 Est. Cost $76.33 Unrealized +51.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $5,798 Shares 16,729 Est. Cost $245.68 Unrealized +44.4%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $5,787 Shares 112,152 Est. Cost $51.25 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $5,710 Shares 9 Est. Cost $315430.78 Unrealized +88.3%
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $5,690 Shares 11,835 Est. Cost $431.60 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $5,613 Shares 11,345 Est. Cost $430.19 Unrealized +13.7%
BXMT BLACKSTONE MTG TR INC COM CL A 0.5%
Value ($000) $5,552 Shares 278,841 Est. Cost $19.92 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $5,538 Shares 22,173 Est. Cost $183.29 Unrealized +27.8%
COWZ PACER US CASH COWS 100 ETF 0.5%
Value ($000) $5,434 Shares 93,505 Est. Cost $48.99 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $5,418 Shares 34,249 Est. Cost $140.36 Unrealized +7.0%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $5,364 Shares 46,521 Est. Cost $77.73 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $5,256 Shares 208,148 Est. Cost $29.50 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.4%
Value ($000) $5,211 Shares 58,422 Est. Cost $71.66 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $5,076 Shares 32,182 Est. Cost $134.98 Unrealized +3.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $5,053 Shares 68,083 Est. Cost $67.89 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.4%
Value ($000) $4,932 Shares 53,688 Est. Cost $108.24 Unrealized
KLAC KLA CORP COM NEW 0.4%
Value ($000) $4,909 Shares 7,026 Est. Cost $256.78 Unrealized +146.1%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $4,763 Shares 6,122 Est. Cost $607.92 Unrealized +15.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.4%
Value ($000) $4,754 Shares 302,207 Est. Cost $10.97 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,551 Shares 11,863 Est. Cost $242.43 Unrealized +43.8%
ABT ABBOTT LABS COM 0.4%
Value ($000) $4,534 Shares 39,890 Est. Cost $95.28 Unrealized +16.3%
IVW ISHARES S&P 500 GROWTH ETF 0.4%
Value ($000) $4,418 Shares 52,316 Est. Cost $71.88 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $4,307 Shares 26,546 Est. Cost $117.01 Unrealized +28.1%
CTAS CINTAS CORP COM 0.4%
Value ($000) $4,278 Shares 6,227 Est. Cost $79.03 Unrealized +91.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $4,262 Shares 49,762 Est. Cost $73.17 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $4,260 Shares 16,724 Est. Cost $156.07 Unrealized +42.3%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $4,217 Shares 36,409 Est. Cost $117.00 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $4,214 Shares 70,034 Est. Cost $50.18 Unrealized +11.7%
DE DEERE & CO COM 0.4%
Value ($000) $4,190 Shares 10,201 Est. Cost $279.09 Unrealized +33.5%
PEP PEPSICO INC COM 0.3%
Value ($000) $4,155 Shares 23,742 Est. Cost $146.66 Unrealized +7.2%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.3%
Value ($000) $3,967 Shares 56,124 Est. Cost $61.79 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $3,960 Shares 26,010 Est. Cost $116.14 Unrealized +23.4%
TSLA TESLA INC COM 0.3%
Value ($000) $3,944 Shares 22,435 Est. Cost $233.57 Unrealized -16.4%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $3,932 Shares 49,046 Est. Cost $42.68 Unrealized +56.3%
AMGN AMGEN INC COM 0.3%
Value ($000) $3,844 Shares 13,518 Est. Cost $222.11 Unrealized +24.3%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.3%
Value ($000) $3,767 Shares 36,290 Est. Cost $65.06 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.3%
Value ($000) $3,685 Shares 66,722 Est. Cost $50.90 Unrealized
NUE NUCOR CORP COM 0.3%
Value ($000) $3,633 Shares 18,357 Est. Cost $118.72 Unrealized +49.3%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.3%
Value ($000) $3,578 Shares 146,157 Est. Cost $22.40 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $3,549 Shares 18,996 Est. Cost $142.57 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $3,544 Shares 13,208 Est. Cost $198.64 Unrealized +24.7%
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $3,522 Shares 154,824 Est. Cost $22.85 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $3,497 Shares 10,908 Est. Cost $247.04 Unrealized +23.9%
ORCL ORACLE CORP COM 0.3%
Value ($000) $3,415 Shares 27,186 Est. Cost $92.61 Unrealized +21.3%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $3,403 Shares 37,234 Est. Cost $90.44 Unrealized -2.0%
SA SEABRIDGE GOLD INC COM 0.3%
Value ($000) $3,403 Shares 225,059 Est. Cost $12.10 Unrealized -3.7%
FTSL FIRST TRUST SENIOR LOAN FUND 0.3%
Value ($000) $3,400 Shares 73,584 Est. Cost $47.51 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,374 Shares 67,611 Est. Cost $45.15 Unrealized +4.6%
COR CENCORA INC COM 0.3%
Value ($000) $3,353 Shares 13,799 Est. Cost $157.64 Unrealized +43.6%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $3,286 Shares 64,071 Est. Cost $53.94 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $3,261 Shares 6,772 Est. Cost $387.98 Unrealized +16.7%
LIN LINDE PLC SHS 0.3%
Value ($000) $3,199 Shares 6,890 Est. Cost $323.36 Unrealized +30.6%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $3,112 Shares 16,294 Est. Cost $124.88 Unrealized +38.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $3,096 Shares 16,955 Est. Cost $142.70 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $3,076 Shares 17,359 Est. Cost $152.83 Unrealized -7.1%
HWKN HAWKINS INC COM 0.3%
Value ($000) $3,076 Shares 40,046 Est. Cost $36.12 Unrealized +90.0%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $3,062 Shares 26,996 Est. Cost $89.72 Unrealized +10.8%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,010 Shares 31,793 Est. Cost $96.05 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.3%
Value ($000) $2,979 Shares 60,445 Est. Cost $38.48 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,957 Shares 46,274 Est. Cost $69.96 Unrealized -20.8%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,956 Shares 20,009 Est. Cost $102.34 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,920 Shares 10,356 Est. Cost $228.92 Unrealized +21.4%
ADI ANALOG DEVICES INC COM 0.2%
Value ($000) $2,903 Shares 14,679 Est. Cost $156.36 Unrealized +19.1%
MSTR MICROSTRATEGY INC CL A NEW 0.2%
Value ($000) $2,862 Shares 1,679 Est. Cost $91.17 Unrealized 0.0%
BLACKROCK INC COM 0.2%
Value ($000) $2,839 Shares 3,405 Est. Cost $695.56 Unrealized
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $2,815 Shares 29,667 Est. Cost $78.40 Unrealized
EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 0.2%
Value ($000) $2,811 Shares 71,675 Est. Cost $35.89 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $2,785 Shares 31,057 Est. Cost $109.80 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $2,728 Shares 31,770 Est. Cost $62.65 Unrealized +25.7%
KT KT CORP SPONSORED ADR 0.2%
Value ($000) $2,692 Shares 192,000 Est. Cost $14.34 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,683 Shares 90,118 Est. Cost $29.78 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,668 Shares 9,445 Est. Cost $228.84 Unrealized +12.7%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.2%
Value ($000) $2,642 Shares 49,189 Est. Cost $51.46 Unrealized
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 0.2%
Value ($000) $2,633 Shares 374,510 Est. Cost $11.80 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,631 Shares 14,450 Est. Cost $94.87 Unrealized +70.8%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2,601 Shares 15,360 Est. Cost $124.84 Unrealized +19.0%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $2,584 Shares 24,059 Est. Cost $126.81 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $2,549 Shares 9,835 Est. Cost $200.27 Unrealized +20.4%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $2,546 Shares 125,170 Est. Cost $17.00 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $2,526 Shares 19,326 Est. Cost $132.23 Unrealized
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $2,511 Shares 16,941 Est. Cost $79.44 Unrealized +53.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,495 Shares 26,431 Est. Cost $60.49 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $2,470 Shares 27,534 Est. Cost $70.65 Unrealized +15.9%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $2,465 Shares 8,210 Est. Cost $220.00 Unrealized +21.4%
ENSG ENSIGN GROUP INC COM 0.2%
Value ($000) $2,429 Shares 19,526 Est. Cost $92.61 Unrealized +29.0%
CASY CASEYS GEN STORES INC COM 0.2%
Value ($000) $2,408 Shares 7,562 Est. Cost $231.19 Unrealized +25.1%
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.2%
Value ($000) $2,390 Shares 66,321 Est. Cost $36.03 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.2%
Value ($000) $2,352 Shares 46,526 Est. Cost $50.18 Unrealized
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $2,318 Shares 5,287 Est. Cost $218.09 Unrealized +79.2%
INGR INGREDION INC COM 0.2%
Value ($000) $2,228 Shares 19,070 Est. Cost $106.64 Unrealized +5.6%
HUBB HUBBELL INC COM 0.2%
Value ($000) $2,226 Shares 5,363 Est. Cost $313.80 Unrealized +12.6%
RWL INVESCO S&P 500 REVENUE ETF 0.2%
Value ($000) $2,223 Shares 23,721 Est. Cost $85.69 Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.2%
Value ($000) $2,216 Shares 9,511 Est. Cost $172.09 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $2,153 Shares 26,993 Est. Cost $78.35 Unrealized -9.6%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $2,148 Shares 50,876 Est. Cost $40.12 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $2,135 Shares 17,387 Est. Cost $106.51 Unrealized +7.6%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $2,119 Shares 7,458 Est. Cost $120.75 Unrealized +30.6%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $2,097 Shares 8,229 Est. Cost $220.03 Unrealized +8.1%
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.2%
Value ($000) $2,092 Shares 317,032 Est. Cost $15.01 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,070 Shares 47,739 Est. Cost $35.17 Unrealized +15.5%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $2,067 Shares 5,639 Est. Cost $145.44 Unrealized +113.9%
UNM UNUM GROUP COM 0.2%
Value ($000) $2,062 Shares 38,428 Est. Cost $42.99 Unrealized +13.4%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $2,059 Shares 36,651 Est. Cost $46.49 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $2,047 Shares 15,585 Est. Cost $86.71 Unrealized +36.9%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.2%
Value ($000) $2,044 Shares 51,340 Est. Cost $29.89 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $2,040 Shares 24,255 Est. Cost $70.75 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,020 Shares 8,838 Est. Cost $179.55 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $2,010 Shares 554 Est. Cost $2676.92 Unrealized +31.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $2,010 Shares 37,053 Est. Cost $47.83 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $1,986 Shares 18,020 Est. Cost $96.97 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.2%
Value ($000) $1,978 Shares 83,380 Est. Cost $24.48 Unrealized
CENTRAL & EASTERN EUROPE FD IN COM 0.2%
Value ($000) $1,978 Shares 207,736 Est. Cost $10.09 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $1,956 Shares 15,232 Est. Cost $123.40 Unrealized
SUPER MICRO COMPUTER INC COM 0.2%
Value ($000) $1,944 Shares 1,925 Est. Cost $86.27 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $1,942 Shares 6,449 Est. Cost $226.27 Unrealized +26.0%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $1,913 Shares 7,658 Est. Cost $152.15 Unrealized +58.7%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $1,912 Shares 33,898 Est. Cost $47.18 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $1,878 Shares 24,651 Est. Cost $63.74 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,876 Shares 14,966 Est. Cost $91.76 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $1,874 Shares 24,443 Est. Cost $80.16 Unrealized
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.2%
Value ($000) $1,860 Shares 55,494 Est. Cost $32.97 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $1,858 Shares 39,524 Est. Cost $31.79 Unrealized +23.9%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $1,848 Shares 7,389 Est. Cost $232.73 Unrealized +1.6%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $1,844 Shares 43,948 Est. Cost $36.12 Unrealized -0.5%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $1,810 Shares 3,462 Est. Cost $516.50 Unrealized 0.0%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.2%
Value ($000) $1,804 Shares 63,730 Est. Cost $30.47 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.2%
Value ($000) $1,793 Shares 36,084 Est. Cost $49.22 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,792 Shares 14,646 Est. Cost $128.22 Unrealized -20.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $1,787 Shares 29,038 Est. Cost $41.51 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $1,751 Shares 9,370 Est. Cost $152.46 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,728 Shares 8,107 Est. Cost $195.13 Unrealized +3.7%
NKE NIKE INC CL B 0.1%
Value ($000) $1,722 Shares 18,327 Est. Cost $98.67 Unrealized -0.9%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $1,705 Shares 17,151 Est. Cost $98.32 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,682 Shares 8,765 Est. Cost $123.88 Unrealized
WLK WESTLAKE CORPORATION COM 0.1%
Value ($000) $1,678 Shares 10,982 Est. Cost $102.92 Unrealized +31.5%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $1,667 Shares 43,309 Est. Cost $35.44 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,655 Shares 52,350 Est. Cost $33.27 Unrealized
HTGC HERCULES CAPITAL INC COM 0.1%
Value ($000) $1,645 Shares 89,153 Est. Cost $13.87 Unrealized +28.0%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $1,619 Shares 10,373 Est. Cost $126.30 Unrealized +8.0%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $1,602 Shares 9,382 Est. Cost $111.49 Unrealized +21.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,583 Shares 3,788 Est. Cost $246.78 Unrealized +71.3%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,576 Shares 6,571 Est. Cost $195.31 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value ($000) $1,571 Shares 69,964 Est. Cost $22.49 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,562 Shares 37,076 Est. Cost $31.80 Unrealized
ENCORE WIRE CORP COM 0.1%
Value ($000) $1,561 Shares 5,939 Est. Cost $156.14 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.1%
Value ($000) $1,534 Shares 48,023 Est. Cost $30.34 Unrealized
CCJ CAMECO CORP COM 0.1%
Value ($000) $1,531 Shares 35,350 Est. Cost $25.31 Unrealized +72.5%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,531 Shares 7,182 Est. Cost $124.46 Unrealized +53.5%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1,528 Shares 83,341 Est. Cost $14.22 Unrealized +12.4%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,495 Shares 8,837 Est. Cost $167.94 Unrealized +9.2%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $1,480 Shares 19,042 Est. Cost $83.47 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,478 Shares 8,253 Est. Cost $121.23 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,476 Shares 1,451 Est. Cost $554.83 Unrealized +65.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,474 Shares 6,084 Est. Cost $260.98 Unrealized -10.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $1,449 Shares 62,992 Est. Cost $18.33 Unrealized +16.2%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $1,393 Shares 7,028 Est. Cost $98.34 Unrealized +61.7%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $1,390 Shares 30,262 Est. Cost $39.61 Unrealized
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.1%
Value ($000) $1,389 Shares 61,824 Est. Cost $19.80 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,386 Shares 14,150 Est. Cost $103.04 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,385 Shares 7,529 Est. Cost $136.05 Unrealized
BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF 0.1%
Value ($000) $1,384 Shares 45,756 Est. Cost $25.32 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $1,370 Shares 15,236 Est. Cost $85.88 Unrealized
ADAM NAT RES FD INC COM 0.1%
Value ($000) $1,363 Shares 59,107 Est. Cost $20.97 Unrealized
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.1%
Value ($000) $1,362 Shares 40,611 Est. Cost $28.62 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND 0.1%
Value ($000) $1,360 Shares 29,163 Est. Cost $46.49 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.1%
Value ($000) $1,359 Shares 20,480 Est. Cost $60.68 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $1,350 Shares 27,987 Est. Cost $48.59 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $1,349 Shares 22,629 Est. Cost $59.41 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,339 Shares 73,510 Est. Cost $17.28 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,332 Shares 3,131 Est. Cost $416.53 Unrealized +2.6%
KO COCA COLA CO COM 0.1%
Value ($000) $1,324 Shares 21,641 Est. Cost $52.02 Unrealized +9.0%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.1%
Value ($000) $1,320 Shares 29,347 Est. Cost $41.59 Unrealized
EVR EVERCORE INC CLASS A 0.1%
Value ($000) $1,316 Shares 6,831 Est. Cost $134.82 Unrealized +31.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,297 Shares 2,851 Est. Cost $392.52 Unrealized +6.0%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $1,296 Shares 3,622 Est. Cost $193.63 Unrealized +70.6%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,292 Shares 10,152 Est. Cost $64.40 Unrealized +67.1%
EXP EAGLE MATLS INC COM 0.1%
Value ($000) $1,281 Shares 4,713 Est. Cost $159.61 Unrealized +46.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1,275 Shares 17,625 Est. Cost $72.36 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1,275 Shares 45,957 Est. Cost $34.48 Unrealized -28.5%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,269 Shares 15,454 Est. Cost $82.37 Unrealized -8.6%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1,264 Shares 8,107 Est. Cost $136.19 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.1%
Value ($000) $1,252 Shares 18,583 Est. Cost $58.05 Unrealized
MGMT BALLAST SMALL/MID CAP ETF 0.1%
Value ($000) $1,249 Shares 32,950 Est. Cost $34.91 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.1%
Value ($000) $1,223 Shares 28,072 Est. Cost $43.56 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,221 Shares 15,988 Est. Cost $70.12 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $1,218 Shares 5,554 Est. Cost $125.79 Unrealized +63.8%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.1%
Value ($000) $1,216 Shares 21,632 Est. Cost $82.58 Unrealized
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.1%
Value ($000) $1,201 Shares 44,965 Est. Cost $28.41 Unrealized 0.0%
INTC INTEL CORP COM 0.1%
Value ($000) $1,196 Shares 27,076 Est. Cost $34.06 Unrealized +29.3%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.1%
Value ($000) $1,191 Shares 33,663 Est. Cost $30.61 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,179 Shares 8,663 Est. Cost $82.37 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1,177 Shares 16,206 Est. Cost $74.10 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,158 Shares 3,188 Est. Cost $252.14 Unrealized +26.0%
DGT SPDR GLOBAL DOW ETF 0.1%
Value ($000) $1,150 Shares 8,951 Est. Cost $121.47 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $1,144 Shares 2,267 Est. Cost $394.30 Unrealized +45.4%
JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF 0.1%
Value ($000) $1,142 Shares 36,333 Est. Cost $25.74 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,141 Shares 1,879 Est. Cost $38.59 Unrealized +46.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,115 Shares 13,658 Est. Cost $71.68 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $1,114 Shares 5,341 Est. Cost $93.99 Unrealized +96.6%
LNT ALLIANT ENERGY CORP COM 0.1%
Value ($000) $1,111 Shares 22,038 Est. Cost $31.67 Unrealized +45.6%
AZO AUTOZONE INC COM 0.1%
Value ($000) $1,106 Shares 351 Est. Cost $2051.22 Unrealized +39.3%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,099 Shares 18,755 Est. Cost $59.95 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.1%
Value ($000) $1,094 Shares 77,775 Est. Cost $10.75 Unrealized +6.0%
SKOR FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND CREDIT-SCORED US CORP 0.1%
Value ($000) $1,091 Shares 22,826 Est. Cost $46.86 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $1,078 Shares 8,170 Est. Cost $114.88 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.1%
Value ($000) $1,076 Shares 75,635 Est. Cost $11.64 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $1,074 Shares 5,436 Est. Cost $187.34 Unrealized -0.6%
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value ($000) $1,074 Shares 12,142 Est. Cost $74.35 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $1,071 Shares 4,122 Est. Cost $107.88 Unrealized +104.6%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $1,067 Shares 1,479 Est. Cost $483.40 Unrealized +30.6%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,065 Shares 7,165 Est. Cost $134.73 Unrealized +1.2%
RIVERNORTH OPPORTUNITIES FD IN COM 0.1%
Value ($000) $1,065 Shares 88,450 Est. Cost $14.64 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $1,050 Shares 19,414 Est. Cost $50.68 Unrealized -4.1%
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $1,049 Shares 24,905 Est. Cost $51.04 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $1,044 Shares 11,547 Est. Cost $73.36 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,043 Shares 11,578 Est. Cost $69.72 Unrealized +16.7%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,036 Shares 11,976 Est. Cost $92.28 Unrealized
SIXJ ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF 0.1%
Value ($000) $1,032 Shares 37,154 Est. Cost $23.84 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $1,028 Shares 27,335 Est. Cost $32.46 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $1,026 Shares 1,066 Est. Cost $555.76 Unrealized +70.2%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $1,020 Shares 21,489 Est. Cost $40.26 Unrealized
SIXO ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF 0.1%
Value ($000) $1,018 Shares 34,419 Est. Cost $25.58 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $1,017 Shares 28,369 Est. Cost $36.81 Unrealized -9.9%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,002 Shares 4,860 Est. Cost $91.78 Unrealized +96.5%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $999 Shares 10,497 Est. Cost $74.16 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $960 Shares 11,795 Est. Cost $63.12 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $948 Shares 11,594 Est. Cost $82.48 Unrealized
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $947 Shares 10,706 Est. Cost $40.68 Unrealized +26.4%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $945 Shares 25,821 Est. Cost $32.54 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $941 Shares 25,788 Est. Cost $32.96 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $938 Shares 4,458 Est. Cost $181.18 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.1%
Value ($000) $936 Shares 27,643 Est. Cost $27.13 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $932 Shares 10,216 Est. Cost $88.02 Unrealized
JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF 0.1%
Value ($000) $932 Shares 28,565 Est. Cost $26.93 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $916 Shares 3,385 Est. Cost $193.58 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.1%
Value ($000) $907 Shares 3,847 Est. Cost $177.55 Unrealized +19.6%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $906 Shares 17,738 Est. Cost $50.90 Unrealized
T AT&T INC COM 0.1%
Value ($000) $904 Shares 51,386 Est. Cost $15.56 Unrealized +0.4%
APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF 0.1%
Value ($000) $902 Shares 29,797 Est. Cost $26.61 Unrealized
SII SPROTT INC COM NEW 0.1%
Value ($000) $887 Shares 24,000 Est. Cost $34.66 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $884 Shares 2,621 Est. Cost $201.00 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $883 Shares 3,592 Est. Cost $195.74 Unrealized +20.4%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $883 Shares 11,283 Est. Cost $76.93 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $874 Shares 11,129 Est. Cost $72.09 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $865 Shares 13,513 Est. Cost $62.69 Unrealized
EBAY EBAY INC. COM 0.1%
Value ($000) $865 Shares 16,381 Est. Cost $43.96 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $861 Shares 11,138 Est. Cost $80.33 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $858 Shares 4,696 Est. Cost $148.78 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $858 Shares 11,138 Est. Cost $71.78 Unrealized 0.0%
USTB VICTORYSHARES SHORT-TERM BOND ETF 0.1%
Value ($000) $849 Shares 17,045 Est. Cost $49.74 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $847 Shares 6,433 Est. Cost $66.83 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $847 Shares 3,747 Est. Cost $309.63 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $846 Shares 7,860 Est. Cost $111.68 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $844 Shares 10,935 Est. Cost $24.36 Unrealized +39.5%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.1%
Value ($000) $843 Shares 22,893 Est. Cost $32.71 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $841 Shares 5,118 Est. Cost $135.24 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $836 Shares 22,043 Est. Cost $33.59 Unrealized -2.3%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $834 Shares 1,501 Est. Cost $346.22 Unrealized +44.0%
STLA STELLANTIS N.V SHS 0.1%
Value ($000) $834 Shares 29,464 Est. Cost $22.05 Unrealized
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.1%
Value ($000) $823 Shares 28,715 Est. Cost $37.54 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $820 Shares 2,622 Est. Cost $163.52 Unrealized +63.7%
DINO HF SINCLAIR CORP COM 0.1%
Value ($000) $820 Shares 13,575 Est. Cost $49.67 Unrealized +5.1%
BA BOEING CO COM 0.1%
Value ($000) $819 Shares 4,244 Est. Cost $225.45 Unrealized -8.9%
UFPI UFP INDUSTRIES INC COM 0.1%
Value ($000) $815 Shares 6,628 Est. Cost $87.45 Unrealized +32.9%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $800 Shares 1,524 Est. Cost $386.90 Unrealized +16.4%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.1%
Value ($000) $784 Shares 21,726 Est. Cost $36.10 Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.1%
Value ($000) $784 Shares 8,262 Est. Cost $89.21 Unrealized
GBDC GOLUB CAP BDC INC COM 0.1%
Value ($000) $782 Shares 47,037 Est. Cost $9.45 Unrealized +32.9%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.1%
Value ($000) $777 Shares 36,276 Est. Cost $18.03 Unrealized +19.2%
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $777 Shares 34,741 Est. Cost $16.07 Unrealized +24.1%
PTRB PGIM TOTAL RETURN BOND ETF 0.1%
Value ($000) $776 Shares 18,648 Est. Cost $41.41 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $772 Shares 20,829 Est. Cost $27.17 Unrealized +30.6%
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $770 Shares 3,767 Est. Cost $146.05 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $769 Shares 2,681 Est. Cost $182.42 Unrealized
ARISTA NETWORKS INC COM 0.1%
Value ($000) $762 Shares 2,628 Est. Cost $176.51 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $759 Shares 24,372 Est. Cost $24.35 Unrealized
DT DYNATRACE INC COM NEW 0.1%
Value ($000) $759 Shares 16,336 Est. Cost $47.91 Unrealized +8.7%
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.1%
Value ($000) $756 Shares 61,450 Est. Cost $12.37 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $753 Shares 5,894 Est. Cost $103.45 Unrealized +6.7%
ARKW ARK NEXT GENERATION INTERNET ETF 0.1%
Value ($000) $750 Shares 9,002 Est. Cost $78.59 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $746 Shares 6,358 Est. Cost $86.56 Unrealized +13.9%
PPG PPG INDS INC COM 0.1%
Value ($000) $745 Shares 5,140 Est. Cost $120.31 Unrealized +13.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $733 Shares 5,821 Est. Cost $95.07 Unrealized
BLD TOPBUILD CORP COM 0.1%
Value ($000) $729 Shares 1,655 Est. Cost $207.28 Unrealized +88.7%
MEDP MEDPACE HLDGS INC COM 0.1%
Value ($000) $728 Shares 1,802 Est. Cost $234.01 Unrealized +50.2%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $727 Shares 17,295 Est. Cost $33.99 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $718 Shares 10,507 Est. Cost $58.88 Unrealized +13.1%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.1%
Value ($000) $715 Shares 26,436 Est. Cost $26.52 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.1%
Value ($000) $715 Shares 21,671 Est. Cost $28.18 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $708 Shares 5,469 Est. Cost $99.29 Unrealized +14.9%
DOV DOVER CORP COM 0.1%
Value ($000) $705 Shares 3,977 Est. Cost $134.61 Unrealized +17.1%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $703 Shares 50,716 Est. Cost $16.27 Unrealized
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.1%
Value ($000) $697 Shares 37,134 Est. Cost $18.62 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value ($000) $689 Shares 19,964 Est. Cost $29.04 Unrealized
EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 0.1%
Value ($000) $688 Shares 15,761 Est. Cost $46.91 Unrealized
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $685 Shares 8,229 Est. Cost $75.13 Unrealized +1.4%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $683 Shares 17,397 Est. Cost $30.08 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $680 Shares 19,239 Est. Cost $32.02 Unrealized
URA GLOBAL X URANIUM ETF 0.1%
Value ($000) $680 Shares 23,588 Est. Cost $25.99 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $678 Shares 7,784 Est. Cost $78.93 Unrealized +2.2%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $672 Shares 37,506 Est. Cost $17.43 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $671 Shares 2,555 Est. Cost $209.29 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $667 Shares 20,520 Est. Cost $28.81 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $662 Shares 3,666 Est. Cost $86.75 Unrealized +101.5%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $660 Shares 14,482 Est. Cost $44.96 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $658 Shares 6,745 Est. Cost $83.22 Unrealized +4.3%
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $657 Shares 18,001 Est. Cost $29.04 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $657 Shares 2,266 Est. Cost $207.20 Unrealized +15.7%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.1%
Value ($000) $655 Shares 14,923 Est. Cost $40.58 Unrealized +27.3%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $655 Shares 5,587 Est. Cost $101.33 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $654 Shares 5,938 Est. Cost $74.25 Unrealized
BLACKROCK MUNIHOLDINGS FD INC COM 0.1%
Value ($000) $654 Shares 54,127 Est. Cost $12.90 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $653 Shares 15,243 Est. Cost $47.15 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $649 Shares 17,939 Est. Cost $33.18 Unrealized -4.9%
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.1%
Value ($000) $649 Shares 13,470 Est. Cost $49.34 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.1%
Value ($000) $647 Shares 15,863 Est. Cost $40.43 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.1%
Value ($000) $645 Shares 53,502 Est. Cost $12.37 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $640 Shares 17,070 Est. Cost $31.96 Unrealized
XYZ BLOCK INC CL A 0.1%
Value ($000) $637 Shares 7,529 Est. Cost $72.33 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $634 Shares 8,625 Est. Cost $69.07 Unrealized +10.8%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.1%
Value ($000) $634 Shares 6,802 Est. Cost $61.83 Unrealized
NUVEEN MORTGAGE AND INCOME FD COM 0.1%
Value ($000) $631 Shares 35,542 Est. Cost $16.21 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $628 Shares 5,502 Est. Cost $99.28 Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $624 Shares 21,934 Est. Cost $26.84 Unrealized
OIH VANECK OIL SERVICES ETF 0.1%
Value ($000) $623 Shares 1,852 Est. Cost $345.04 Unrealized
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY 0.1%
Value ($000) $618 Shares 20,069 Est. Cost $30.80 Unrealized
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 0.1%
Value ($000) $617 Shares 19,803 Est. Cost $26.56 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $608 Shares 3,488 Est. Cost $147.86 Unrealized +6.8%
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.1%
Value ($000) $601 Shares 35,650 Est. Cost $23.64 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.1%
Value ($000) $597 Shares 50,000 Est. Cost $11.70 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $594 Shares 15,341 Est. Cost $37.09 Unrealized
FTRI FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF 0.0%
Value ($000) $593 Shares 44,682 Est. Cost $13.14 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $590 Shares 16,950 Est. Cost $28.53 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value ($000) $584 Shares 15,374 Est. Cost $29.51 Unrealized
FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF 0.0%
Value ($000) $581 Shares 16,606 Est. Cost $29.25 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $579 Shares 13,264 Est. Cost $30.12 Unrealized +18.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $571 Shares 2,781 Est. Cost $176.12 Unrealized +2.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $570 Shares 9,184 Est. Cost $57.05 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $570 Shares 42,900 Est. Cost $9.66 Unrealized +10.6%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $567 Shares 9,852 Est. Cost $52.88 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $566 Shares 14,530 Est. Cost $25.99 Unrealized +26.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $565 Shares 1,078 Est. Cost $329.46 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $563 Shares 54,010 Est. Cost $12.40 Unrealized -10.8%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $563 Shares 4,555 Est. Cost $94.56 Unrealized +32.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $560 Shares 14,356 Est. Cost $37.00 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $558 Shares 18,108 Est. Cost $30.56 Unrealized
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $558 Shares 54,769 Est. Cost $11.14 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $556 Shares 1,600 Est. Cost $248.16 Unrealized +26.3%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $555 Shares 12,737 Est. Cost $37.54 Unrealized
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $552 Shares 13,316 Est. Cost $28.79 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $550 Shares 2,875 Est. Cost $137.04 Unrealized +26.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $548 Shares 9,093 Est. Cost $54.67 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $547 Shares 13,975 Est. Cost $39.11 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $545 Shares 2,706 Est. Cost $96.26 Unrealized +70.7%
KNGZ FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $544 Shares 17,193 Est. Cost $30.48 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $542 Shares 6,294 Est. Cost $66.27 Unrealized +14.7%
KR KROGER CO COM 0.0%
Value ($000) $540 Shares 9,456 Est. Cost $40.17 Unrealized +17.8%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH 0.0%
Value ($000) $540 Shares 5,371 Est. Cost $101.79 Unrealized
TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $540 Shares 22,833 Est. Cost $25.16 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $538 Shares 15,133 Est. Cost $31.70 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $534 Shares 4,337 Est. Cost $121.11 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.0%
Value ($000) $534 Shares 5,626 Est. Cost $97.76 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $530 Shares 20,548 Est. Cost $22.97 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $530 Shares 10,134 Est. Cost $58.00 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $529 Shares 12,289 Est. Cost $43.04 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value ($000) $527 Shares 47,970 Est. Cost $11.61 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $526 Shares 6,888 Est. Cost $24.29 Unrealized +28.3%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $526 Shares 11,721 Est. Cost $45.04 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $525 Shares 3,391 Est. Cost $147.94 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 0.0%
Value ($000) $524 Shares 10,383 Est. Cost $50.28 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $520 Shares 9,094 Est. Cost $46.98 Unrealized
BUFR FT CBOE VEST FUND OF BUFFER ETFS 0.0%
Value ($000) $519 Shares 18,562 Est. Cost $25.96 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $517 Shares 35,267 Est. Cost $16.47 Unrealized
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $512 Shares 4,235 Est. Cost $116.32 Unrealized +0.3%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $509 Shares 33,445 Est. Cost $12.69 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $504 Shares 308 Est. Cost $1414.87 Unrealized +5.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $502 Shares 7,004 Est. Cost $50.40 Unrealized +28.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $500 Shares 6,265 Est. Cost $73.92 Unrealized
TGLS TECNOGLASS INC ORD SHS 0.0%
Value ($000) $499 Shares 9,586 Est. Cost $43.91 Unrealized +3.5%
INTU INTUIT COM 0.0%
Value ($000) $495 Shares 761 Est. Cost $413.47 Unrealized +52.7%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $494 Shares 41,546 Est. Cost $12.88 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $492 Shares 47,015 Est. Cost $11.57 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.0%
Value ($000) $483 Shares 20,171 Est. Cost $23.70 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $481 Shares 5,143 Est. Cost $63.77 Unrealized +36.7%
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $480 Shares 40,431 Est. Cost $14.13 Unrealized
BNY MELLON STRATEGIC MUNICIPALS 0.0%
Value ($000) $476 Shares 78,100 Est. Cost $6.10 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $470 Shares 8,582 Est. Cost $45.64 Unrealized +4.8%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $468 Shares 27,701 Est. Cost $17.59 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $465 Shares 5,540 Est. Cost $64.48 Unrealized +11.5%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $462 Shares 22,051 Est. Cost $21.89 Unrealized
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.0%
Value ($000) $460 Shares 16,925 Est. Cost $23.90 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $457 Shares 7,929 Est. Cost $40.63 Unrealized +29.6%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $456 Shares 11,984 Est. Cost $34.28 Unrealized
ECOW PACER EMERGING MARKETS CASH COWS 100 ETF 0.0%
Value ($000) $454 Shares 22,622 Est. Cost $20.09 Unrealized
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $452 Shares 34,097 Est. Cost $10.95 Unrealized
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $451 Shares 14,285 Est. Cost $31.56 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $449 Shares 9,131 Est. Cost $58.82 Unrealized -27.5%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $448 Shares 3,364 Est. Cost $133.08 Unrealized -5.9%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $447 Shares 6,393 Est. Cost $59.53 Unrealized +1.8%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND 0.0%
Value ($000) $445 Shares 8,417 Est. Cost $52.87 Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value ($000) $445 Shares 11,484 Est. Cost $38.50 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $445 Shares 9,778 Est. Cost $41.42 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $444 Shares 3,375 Est. Cost $150.31 Unrealized -19.7%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $443 Shares 6,660 Est. Cost $55.56 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $438 Shares 42,310 Est. Cost $10.29 Unrealized
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 0.0%
Value ($000) $436 Shares 17,365 Est. Cost $23.25 Unrealized
SMIN ISHARES MSCI INDIA SMALL CAP ETF 0.0%
Value ($000) $436 Shares 6,200 Est. Cost $70.27 Unrealized
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.0%
Value ($000) $435 Shares 15,425 Est. Cost $22.42 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $434 Shares 4,143 Est. Cost $104.82 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $433 Shares 13,439 Est. Cost $30.72 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $433 Shares 1,484 Est. Cost $275.02 Unrealized +1.4%
SOURCE CAP INC COM 0.0%
Value ($000) $431 Shares 10,150 Est. Cost $35.17 Unrealized
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF DIVERSIFIED RETURN US 0.0%
Value ($000) $431 Shares 9,535 Est. Cost $44.37 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $430 Shares 21,416 Est. Cost $22.49 Unrealized
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $430 Shares 4,811 Est. Cost $46.32 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $428 Shares 3,875 Est. Cost $78.93 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $428 Shares 21,775 Est. Cost $21.21 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $424 Shares 729 Est. Cost $514.13 Unrealized +8.5%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $423 Shares 20,134 Est. Cost $21.03 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $420 Shares 3,064 Est. Cost $153.07 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $420 Shares 7,244 Est. Cost $40.60 Unrealized +20.6%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $419 Shares 20,491 Est. Cost $21.99 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $417 Shares 2,693 Est. Cost $153.16 Unrealized -10.2%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $416 Shares 3,670 Est. Cost $78.97 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $416 Shares 21,125 Est. Cost $17.99 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $416 Shares 21,541 Est. Cost $21.52 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $415 Shares 2,545 Est. Cost $138.62 Unrealized +14.1%
MCK MCKESSON CORP COM 0.0%
Value ($000) $413 Shares 770 Est. Cost $450.30 Unrealized +11.8%
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $413 Shares 87,000 Est. Cost $4.70 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $411 Shares 7,537 Est. Cost $92.21 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $409 Shares 21,296 Est. Cost $21.16 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $408 Shares 6,200 Est. Cost $52.80 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $408 Shares 5,754 Est. Cost $49.07 Unrealized +38.7%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $406 Shares 8,590 Est. Cost $40.95 Unrealized +10.3%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $405 Shares 33,784 Est. Cost $12.95 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $404 Shares 15,000 Est. Cost $31.33 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $403 Shares 4,170 Est. Cost $84.76 Unrealized +4.4%
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $403 Shares 5,495 Est. Cost $59.74 Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $401 Shares 8,093 Est. Cost $42.30 Unrealized +5.3%
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $401 Shares 11,780 Est. Cost $31.24 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $398 Shares 6,870 Est. Cost $51.89 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $398 Shares 7,374 Est. Cost $46.94 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $395 Shares 762 Est. Cost $436.66 Unrealized +10.3%
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $393 Shares 13,686 Est. Cost $22.32 Unrealized +9.9%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $388 Shares 5,109 Est. Cost $58.50 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $387 Shares 3,790 Est. Cost $73.65 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $386 Shares 8,308 Est. Cost $48.48 Unrealized
COLL COLLEGIUM PHARMACEUTICAL INC COM 0.0%
Value ($000) $386 Shares 9,936 Est. Cost $34.99 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $384 Shares 9,439 Est. Cost $37.61 Unrealized -0.3%
HUM HUMANA INC COM 0.0%
Value ($000) $383 Shares 1,104 Est. Cost $459.26 Unrealized -19.5%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $376 Shares 9,562 Est. Cost $39.44 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $372 Shares 5,075 Est. Cost $61.76 Unrealized +16.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $368 Shares 2,204 Est. Cost $149.66 Unrealized +4.7%
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $367 Shares 5,212 Est. Cost $121.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $366 Shares 6,757 Est. Cost $52.78 Unrealized -12.5%
MMM 3M CO COM 0.0%
Value ($000) $365 Shares 3,437 Est. Cost $119.64 Unrealized -33.7%
EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY 0.0%
Value ($000) $362 Shares 15,215 Est. Cost $22.80 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $360 Shares 3,500 Est. Cost $99.32 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $359 Shares 10,991 Est. Cost $28.47 Unrealized +5.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $357 Shares 855 Est. Cost $316.03 Unrealized +17.8%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $354 Shares 6,114 Est. Cost $40.69 Unrealized +23.2%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $354 Shares 9,709 Est. Cost $40.80 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value ($000) $352 Shares 21,487 Est. Cost $12.23 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $351 Shares 4,549 Est. Cost $46.03 Unrealized +71.6%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $350 Shares 7,515 Est. Cost $33.10 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $348 Shares 11,309 Est. Cost $25.63 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $348 Shares 1,983 Est. Cost $51.02 Unrealized +128.2%
RRC RANGE RES CORP COM 0.0%
Value ($000) $344 Shares 10,000 Est. Cost $30.63 Unrealized +0.9%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $344 Shares 13,650 Est. Cost $26.15 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $343 Shares 16,993 Est. Cost $19.03 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $342 Shares 5,051 Est. Cost $67.73 Unrealized
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $341 Shares 4,106 Est. Cost $60.47 Unrealized +20.6%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value ($000) $340 Shares 37,791 Est. Cost $9.58 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $338 Shares 1,830 Est. Cost $115.14 Unrealized +21.9%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $331 Shares 3,566 Est. Cost $78.56 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $331 Shares 1,439 Est. Cost $229.15 Unrealized -1.5%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $326 Shares 8,662 Est. Cost $29.34 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $324 Shares 1,700 Est. Cost $190.68 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $324 Shares 14,099 Est. Cost $22.09 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $324 Shares 9,032 Est. Cost $30.30 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $318 Shares 6,565 Est. Cost $47.44 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $316 Shares 1,533 Est. Cost $166.15 Unrealized +16.4%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $314 Shares 2,391 Est. Cost $123.57 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $312 Shares 8,062 Est. Cost $34.03 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $310 Shares 5,591 Est. Cost $40.21 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $305 Shares 2,662 Est. Cost $100.51 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $301 Shares 4,485 Est. Cost $63.67 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $297 Shares 5,757 Est. Cost $53.75 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $297 Shares 22,430 Est. Cost $13.86 Unrealized
JULT ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF 0.0%
Value ($000) $295 Shares 8,220 Est. Cost $29.83 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $294 Shares 3,397 Est. Cost $56.60 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $293 Shares 29,293 Est. Cost $8.78 Unrealized
OCTT ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF 0.0%
Value ($000) $293 Shares 8,150 Est. Cost $30.60 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $291 Shares 6,554 Est. Cost $38.35 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $289 Shares 10,892 Est. Cost $26.47 Unrealized
CUBE CUBESMART COM 0.0%
Value ($000) $289 Shares 6,393 Est. Cost $46.06 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $288 Shares 2,247 Est. Cost $94.30 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $284 Shares 1,043 Est. Cost $226.54 Unrealized +7.4%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $283 Shares 13,350 Est. Cost $20.31 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $281 Shares 5,226 Est. Cost $59.76 Unrealized -10.7%
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $280 Shares 12,473 Est. Cost $24.39 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $279 Shares 7,114 Est. Cost $37.21 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $279 Shares 5,882 Est. Cost $41.09 Unrealized 0.0%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $279 Shares 8,725 Est. Cost $28.83 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $277 Shares 1,119 Est. Cost $157.02 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value ($000) $274 Shares 5,987 Est. Cost $35.91 Unrealized 0.0%
GABELLI UTIL TR COM 0.0%
Value ($000) $274 Shares 49,308 Est. Cost $6.73 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $273 Shares 4,286 Est. Cost $53.35 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $273 Shares 3,399 Est. Cost $50.00 Unrealized +36.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $272 Shares 4,594 Est. Cost $47.92 Unrealized +20.0%
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $269 Shares 10,500 Est. Cost $15.72 Unrealized
APRT ALLIANZIM US LARGE CAP BUFFER10 APR ETF 0.0%
Value ($000) $269 Shares 7,719 Est. Cost $31.55 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $268 Shares 4,266 Est. Cost $68.74 Unrealized -20.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $262 Shares 90 Est. Cost $51.14 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $262 Shares 4,129 Est. Cost $59.23 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $260 Shares 10,922 Est. Cost $22.09 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $259 Shares 1,287 Est. Cost $164.75 Unrealized +9.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $258 Shares 2,813 Est. Cost $79.32 Unrealized +7.1%
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.0%
Value ($000) $258 Shares 7,477 Est. Cost $34.44 Unrealized
HNI HNI CORP COM 0.0%
Value ($000) $257 Shares 5,704 Est. Cost $38.07 Unrealized +11.4%
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $253 Shares 5,478 Est. Cost $36.50 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $251 Shares 7,045 Est. Cost $29.36 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $248 Shares 2,265 Est. Cost $97.16 Unrealized
SABA CAPITAL INCOME & OPPORTUN COM 0.0%
Value ($000) $248 Shares 64,945 Est. Cost $5.03 Unrealized
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $248 Shares 12,335 Est. Cost $22.06 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $244 Shares 2,773 Est. Cost $75.65 Unrealized +9.5%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $244 Shares 4,966 Est. Cost $49.33 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $244 Shares 4,235 Est. Cost $51.20 Unrealized -1.2%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $243 Shares 7,917 Est. Cost $18.32 Unrealized +33.5%
ROST ROSS STORES INC COM 0.0%
Value ($000) $242 Shares 1,650 Est. Cost $99.77 Unrealized +40.7%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $240 Shares 6,081 Est. Cost $34.68 Unrealized -1.6%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $238 Shares 6,960 Est. Cost $29.23 Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $236 Shares 3,344 Est. Cost $60.65 Unrealized
SRH TOTAL RETURN FUND INC COM 0.0%
Value ($000) $236 Shares 15,665 Est. Cost $14.11 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $233 Shares 6,297 Est. Cost $45.95 Unrealized -21.1%
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $230 Shares 4,890 Est. Cost $49.58 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $227 Shares 27,552 Est. Cost $9.31 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $227 Shares 5,076 Est. Cost $33.10 Unrealized +16.7%
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $226 Shares 3,897 Est. Cost $58.07 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $226 Shares 21,500 Est. Cost $11.36 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $223 Shares 4,437 Est. Cost $65.92 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $223 Shares 5,493 Est. Cost $32.17 Unrealized
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $222 Shares 20,000 Est. Cost $10.82 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $219 Shares 2,375 Est. Cost $92.79 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $219 Shares 457 Est. Cost $331.42 Unrealized +34.5%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $219 Shares 972 Est. Cost $224.99 Unrealized
TARS TARSUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $218 Shares 6,000 Est. Cost $29.40 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $218 Shares 4,810 Est. Cost $45.31 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $217 Shares 8,050 Est. Cost $27.01 Unrealized
QLTY GMO U.S. QUALITY ETF 0.0%
Value ($000) $217 Shares 7,300 Est. Cost $29.70 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value ($000) $215 Shares 5,520 Est. Cost $38.87 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $214 Shares 190 Est. Cost $69.94 Unrealized 0.0%
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $212 Shares 23,362 Est. Cost $10.66 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $210 Shares 6,591 Est. Cost $28.74 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $209 Shares 2,258 Est. Cost $92.76 Unrealized
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.0%
Value ($000) $209 Shares 6,803 Est. Cost $30.71 Unrealized
DJIA GLOBAL X DOW 30 COVERED CALL ETF 0.0%
Value ($000) $208 Shares 9,140 Est. Cost $22.79 Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $207 Shares 5,285 Est. Cost $39.11 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF 0.0%
Value ($000) $206 Shares 5,810 Est. Cost $34.86 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $203 Shares 1,767 Est. Cost $61.04 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $201 Shares 3,311 Est. Cost $64.62 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $201 Shares 11,609 Est. Cost $16.09 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $201 Shares 128,604 Est. Cost $6.90 Unrealized -77.3%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $197 Shares 13,640 Est. Cost $14.16 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $193 Shares 22,108 Est. Cost $8.21 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $191 Shares 15,830 Est. Cost $12.09 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $164 Shares 12,000 Est. Cost $19.65 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $160 Shares 13,474 Est. Cost $11.01 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $152 Shares 67,059 Est. Cost $4.48 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $142 Shares 17,178 Est. Cost $7.73 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $142 Shares 16,228 Est. Cost $18.30 Unrealized -47.3%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $129 Shares 15,600 Est. Cost $8.09 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $125 Shares 22,575 Est. Cost $5.02 Unrealized
ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC 0.0%
Value ($000) $94 Shares 10,000 Est. Cost $9.44 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $90 Shares 20,949 Est. Cost $3.83 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $87 Shares 16,135 Est. Cost $6.96 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $72 Shares 10,074 Est. Cost $6.20 Unrealized
ABSI ABSCI CORPORATION COM 0.0%
Value ($000) $65 Shares 11,500 Est. Cost $2.20 Unrealized +104.7%
ANIX ANIXA BIOSCIENCES INC COM 0.0%
Value ($000) $47 Shares 15,000 Est. Cost $4.59 Unrealized -13.0%
EYENOVIA INC COM 0.0%
Value ($000) $40 Shares 40,900 Est. Cost $2.08 Unrealized
CEL-SCI CORP COM PAR NEW 0.0%
Value ($000) $29 Shares 15,000 Est. Cost $2.09 Unrealized
FTEK FUEL TECH INC COM 0.0%
Value ($000) $15 Shares 12,500 Est. Cost $1.38 Unrealized -20.4%
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $10 Shares 14,250 Est. Cost $2.34 Unrealized -69.1%
AGEN AGENUS INC COM NEW 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $13.27 Unrealized 0.0%