HBK Sorce Advisory LLC Diversified Active

CIK: 0001379995 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 9, 2023

Total Value ($000): $3,717 (100.0% shares, 0.0% debt)

Holdings (799)

SCHX SCHWAB STRATEGIC TR 21.2%
Value ($000) $789 Shares 17,483,096 Est. Cost $26.05 Unrealized
VEA VANGUARD TAX-MANAGED FDS 10.9%
Value ($000) $406 Shares 9,661,660 Est. Cost $1.95 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 6.0%
Value ($000) $223 Shares 5,197,570 Est. Cost $12.61 Unrealized
VONG VANGUARD SCOTTSDALE FDS 2.9%
Value ($000) $107 Shares 1,946,976 Est. Cost $36.42 Unrealized
SCHB SCHWAB STRATEGIC TR 2.6%
Value ($000) $96 Shares 2,147,058 Est. Cost $31.17 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $86 Shares 661,860 Est. Cost $121.76 Unrealized +15.6%
SCHM SCHWAB STRATEGIC TR 2.3%
Value ($000) $86 Shares 1,308,262 Est. Cost $21.43 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $64 Shares 476,862 Est. Cost $106.74 Unrealized +10.2%
MSFT MICROSOFT CORP 1.2%
Value ($000) $44 Shares 184,290 Est. Cost $189.23 Unrealized +23.7%
TFI SPDR SER TR 1.2%
Value ($000) $44 Shares 963,938 Est. Cost $7.96 Unrealized
IWN ISHARES TR 1.1%
Value ($000) $42 Shares 301,154 Est. Cost $108.26 Unrealized
VTEB VANGUARD MUN BD FDS 1.1%
Value ($000) $42 Shares 840,052 Est. Cost $0.44 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $36 Shares 186,812 Est. Cost $81.57 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $34 Shares 95,558 Est. Cost $159.24 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value ($000) $32 Shares 210,204 Est. Cost $53.70 Unrealized
SCHE SCHWAB STRATEGIC TR 0.8%
Value ($000) $31 Shares 1,290,616 Est. Cost $5.86 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.7%
Value ($000) $26 Shares 329,632 Est. Cost $27.50 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $26 Shares 68,562 Est. Cost $114.45 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $24 Shares 111,884 Est. Cost $73.47 Unrealized
DWM WISDOMTREE TR 0.6%
Value ($000) $23 Shares 493,718 Est. Cost $51.61 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $22 Shares 125,916 Est. Cost $134.82 Unrealized +16.5%
GPN GLOBAL PMTS INC 0.6%
Value ($000) $22 Shares 221,432 Est. Cost $126.90 Unrealized -20.4%
SCHF SCHWAB STRATEGIC TR 0.6%
Value ($000) $22 Shares 682,672 Est. Cost $26.91 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $20 Shares 112,906 Est. Cost $127.30 Unrealized +20.4%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $20 Shares 131,480 Est. Cost $111.61 Unrealized +16.3%
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $19 Shares 406,884 Est. Cost $26.98 Unrealized
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $19 Shares 540,528 Est. Cost $30.58 Unrealized -1.7%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $19 Shares 70,082 Est. Cost $249.99 Unrealized +5.6%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $18 Shares 165,974 Est. Cost $79.84 Unrealized +20.6%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $18 Shares 32,812 Est. Cost $430.63 Unrealized +21.9%
UCON FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $18 Shares 736,688 Est. Cost $11.74 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $18 Shares 296,402 Est. Cost $24.83 Unrealized
SCHV SCHWAB STRATEGIC TR 0.4%
Value ($000) $16 Shares 243,296 Est. Cost $25.86 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $16 Shares 105,788 Est. Cost $61.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $16 Shares 51,392 Est. Cost $238.26 Unrealized +24.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $15 Shares 28,850 Est. Cost $371.28 Unrealized +34.8%
LLY LILLY ELI & CO 0.4%
Value ($000) $15 Shares 40,930 Est. Cost $243.16 Unrealized +42.2%
IJR ISHARES TR 0.4%
Value ($000) $15 Shares 154,658 Est. Cost $45.27 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $15 Shares 83,970 Est. Cost $140.46 Unrealized +5.4%
IWB ISHARES TR 0.4%
Value ($000) $14 Shares 67,634 Est. Cost $66.68 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $14 Shares 271,342 Est. Cost $35.45 Unrealized +13.4%
VV VANGUARD INDEX FDS 0.4%
Value ($000) $14 Shares 79,494 Est. Cost $3.56 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $13 Shares 113,808 Est. Cost $74.45 Unrealized +24.6%
HD HOME DEPOT INC 0.3%
Value ($000) $12 Shares 39,470 Est. Cost $245.50 Unrealized +14.5%
V VISA INC 0.3%
Value ($000) $12 Shares 58,596 Est. Cost $169.01 Unrealized +16.5%
ITOT ISHARES TR 0.3%
Value ($000) $12 Shares 141,170 Est. Cost $29.02 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $12 Shares 156,820 Est. Cost $28.60 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $11 Shares 28,612 Est. Cost $140.77 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $11 Shares 112,788 Est. Cost $72.13 Unrealized +19.1%
PEP PEPSICO INC 0.3%
Value ($000) $10 Shares 57,754 Est. Cost $137.89 Unrealized +16.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $10 Shares 123,820 Est. Cost $112.52 Unrealized -12.2%
SCHC SCHWAB STRATEGIC TR 0.3%
Value ($000) $10 Shares 325,912 Est. Cost $13.02 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $10 Shares 160,604 Est. Cost $46.00 Unrealized +19.4%
GOOGL ALPHABET INC 0.3%
Value ($000) $10 Shares 113,070 Est. Cost $101.42 Unrealized -7.0%
DVY ISHARES TR 0.3%
Value ($000) $9 Shares 78,030 Est. Cost $41.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $9 Shares 66,424 Est. Cost $116.27 Unrealized +5.8%
GOOG ALPHABET INC 0.2%
Value ($000) $9 Shares 103,938 Est. Cost $102.00 Unrealized -7.1%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $9 Shares 43,120 Est. Cost $27.27 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $9 Shares 63,350 Est. Cost $8.37 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $9 Shares 194,410 Est. Cost $15.68 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $8 Shares 52,400 Est. Cost $105.76 Unrealized +29.7%
EFA ISHARES TR 0.2%
Value ($000) $8 Shares 126,912 Est. Cost $62.56 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $8 Shares 122,514 Est. Cost $22.66 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $8 Shares 17,978 Est. Cost $382.25 Unrealized +22.6%
RLY SSGA ACTIVE ETF TR 0.2%
Value ($000) $8 Shares 292,082 Est. Cost $5.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $8 Shares 16,006 Est. Cost $361.42 Unrealized +18.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $8 Shares 22,190 Est. Cost $277.71 Unrealized +16.5%
WMT WALMART INC 0.2%
Value ($000) $7 Shares 52,290 Est. Cost $40.13 Unrealized +13.8%
MANAGED PORTFOLIO SERIES 0.2%
Value ($000) $7 Shares 300,262 Est. Cost $11.26 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $7 Shares 69,714 Est. Cost $47.48 Unrealized
T AT&T INC 0.2%
Value ($000) $7 Shares 393,218 Est. Cost $15.00 Unrealized +0.7%
QAI INDEXIQ ETF TR 0.2%
Value ($000) $7 Shares 249,366 Est. Cost $5.66 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $7 Shares 26,840 Est. Cost $193.90 Unrealized +25.2%
EFAV ISHARES TR 0.2%
Value ($000) $7 Shares 110,532 Est. Cost $64.12 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $7 Shares 83,484 Est. Cost $67.52 Unrealized +9.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $7 Shares 26,248 Est. Cost $204.63 Unrealized +19.8%
BLACKROCK INC 0.2%
Value ($000) $7 Shares 9,740 Est. Cost $272.73 Unrealized
MTB M & T BK CORP 0.2%
Value ($000) $7 Shares 47,262 Est. Cost $124.75 Unrealized +18.5%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $7 Shares 46,726 Est. Cost $15.62 Unrealized -6.2%
LOW LOWES COS INC 0.2%
Value ($000) $7 Shares 34,190 Est. Cost $151.26 Unrealized +24.4%
SEIC SEI INVTS CO 0.2%
Value ($000) $7 Shares 115,774 Est. Cost $55.53 Unrealized -3.2%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $7 Shares 66,566 Est. Cost $71.91 Unrealized +13.1%
BAC BANK AMERICA CORP 0.2%
Value ($000) $7 Shares 201,824 Est. Cost $27.53 Unrealized +15.2%
ERIE ERIE INDTY CO 0.2%
Value ($000) $7 Shares 426,444 Est. Cost $208.39 Unrealized +17.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $7 Shares 41,192 Est. Cost $109.61 Unrealized +27.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $6 Shares 57,534 Est. Cost $92.72 Unrealized +17.4%
UNP UNION PAC CORP 0.2%
Value ($000) $6 Shares 30,380 Est. Cost $179.63 Unrealized +5.9%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $6 Shares 21,464 Est. Cost $261.17 Unrealized +5.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $6 Shares 70,882 Est. Cost $100.27 Unrealized -6.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $6 Shares 71,484 Est. Cost $62.70 Unrealized +12.9%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $6 Shares 25,878 Est. Cost $227.81 Unrealized -0.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $6 Shares 124,754 Est. Cost $37.05 Unrealized +11.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $6 Shares 87,474 Est. Cost $53.08 Unrealized +9.3%
ZION ZIONS BANCORPORATION N A 0.2%
Value ($000) $6 Shares 116,826 Est. Cost $46.12 Unrealized +8.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $6 Shares 103,518 Est. Cost $24.95 Unrealized
NKE NIKE INC 0.1%
Value ($000) $6 Shares 47,214 Est. Cost $94.67 Unrealized +0.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $6 Shares 139,842 Est. Cost $31.34 Unrealized -1.8%
IJH ISHARES TR 0.1%
Value ($000) $5 Shares 22,720 Est. Cost $71.30 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $5 Shares 40,626 Est. Cost $0.14 Unrealized
DBEF DBX ETF TR 0.1%
Value ($000) $5 Shares 168,736 Est. Cost $14.15 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $5 Shares 482,060 Est. Cost $6.85 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $5 Shares 73,974 Est. Cost $56.50 Unrealized +15.4%
SCHK SCHWAB STRATEGIC TR 0.1%
Value ($000) $5 Shares 143,486 Est. Cost $12.44 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $5 Shares 120,586 Est. Cost $34.88 Unrealized +5.2%
EFX EQUIFAX INC 0.1%
Value ($000) $5 Shares 26,454 Est. Cost $185.00 Unrealized -3.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $5 Shares 22,924 Est. Cost $159.99 Unrealized +11.7%
AGG ISHARES TR 0.1%
Value ($000) $5 Shares 50,660 Est. Cost $64.54 Unrealized
ROST ROSS STORES INC 0.1%
Value ($000) $5 Shares 42,126 Est. Cost $91.42 Unrealized +7.8%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $5 Shares 19,636 Est. Cost $184.14 Unrealized +26.6%
SLYV SPDR SER TR 0.1%
Value ($000) $5 Shares 64,254 Est. Cost $31.71 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $5 Shares 28,694 Est. Cost $118.90 Unrealized +31.2%
PSX PHILLIPS 66 0.1%
Value ($000) $5 Shares 45,478 Est. Cost $77.23 Unrealized +18.3%
VST VISTRA CORP 0.1%
Value ($000) $5 Shares 200,950 Est. Cost $22.42 Unrealized -1.8%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $5 Shares 25,674 Est. Cost $134.92 Unrealized +24.7%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $5 Shares 114,488 Est. Cost $24.38 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $5 Shares 234,858 Est. Cost $24.41 Unrealized
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $5 Shares 92,384 Est. Cost $42.79 Unrealized
SOUTHSTATE CORPORATION 0.1%
Value ($000) $4 Shares 58,426 Est. Cost $25.61 Unrealized
BA BOEING CO 0.1%
Value ($000) $4 Shares 23,386 Est. Cost $174.15 Unrealized -6.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $4 Shares 18,202 Est. Cost $172.37 Unrealized +19.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $4 Shares 28,470 Est. Cost $129.64 Unrealized +9.8%
SYY SYSCO CORP 0.1%
Value ($000) $4 Shares 54,658 Est. Cost $64.28 Unrealized +15.0%
NFLX NETFLIX INC 0.1%
Value ($000) $4 Shares 14,118 Est. Cost $28.79 Unrealized -2.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $4 Shares 7,454 Est. Cost $396.62 Unrealized +38.3%
ORCL ORACLE CORP 0.1%
Value ($000) $4 Shares 50,382 Est. Cost $62.87 Unrealized +16.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $4 Shares 30,398 Est. Cost $114.76 Unrealized +17.3%
GVI ISHARES TR 0.1%
Value ($000) $4 Shares 39,728 Est. Cost $0.10 Unrealized
SYNOVUS FINL CORP 0.1%
Value ($000) $4 Shares 107,456 Est. Cost $16.21 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $4 Shares 138,496 Est. Cost $13.94 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $4 Shares 15,960 Est. Cost $184.48 Unrealized +24.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $4 Shares 56,256 Est. Cost $62.10 Unrealized +2.9%
ABT ABBOTT LABS 0.1%
Value ($000) $4 Shares 35,924 Est. Cost $90.51 Unrealized +7.9%
DE DEERE & CO 0.1%
Value ($000) $4 Shares 9,094 Est. Cost $301.11 Unrealized +29.1%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $4 Shares 18,270 Est. Cost $193.74 Unrealized +3.1%
TSLA TESLA INC 0.1%
Value ($000) $4 Shares 31,370 Est. Cost $221.83 Unrealized -14.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $4 Shares 32,290 Est. Cost $83.52 Unrealized +31.0%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $4 Shares 82,994 Est. Cost $39.19 Unrealized +6.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $4 Shares 11,008 Est. Cost $303.43 Unrealized +6.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $4 Shares 33,812 Est. Cost $47.72 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $4 Shares 125,462 Est. Cost $16.44 Unrealized
MET METLIFE INC 0.1%
Value ($000) $3 Shares 48,228 Est. Cost $53.51 Unrealized +21.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $3 Shares 10,026 Est. Cost $297.85 Unrealized +7.4%
AFL AFLAC INC 0.1%
Value ($000) $3 Shares 46,904 Est. Cost $49.06 Unrealized +27.4%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $3 Shares 84,216 Est. Cost $28.31 Unrealized +9.4%
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $3 Shares 41,032 Est. Cost $52.47 Unrealized +53.0%
STT STATE STR CORP 0.1%
Value ($000) $3 Shares 40,842 Est. Cost $64.29 Unrealized +2.8%
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $3 Shares 70,780 Est. Cost $18.09 Unrealized
CRI CARTERS INC 0.1%
Value ($000) $3 Shares 41,928 Est. Cost $68.35 Unrealized -9.2%
IGSB ISHARES TR 0.1%
Value ($000) $3 Shares 61,414 Est. Cost $58.03 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $3 Shares 5,438 Est. Cost $37.76 Unrealized +26.1%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.1%
Value ($000) $3 Shares 64,022 Est. Cost $55.63 Unrealized -3.1%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3 Shares 29,076 Est. Cost $57.14 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $3 Shares 13,472 Est. Cost $177.29 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $3 Shares 106,974 Est. Cost $32.12 Unrealized -17.0%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $3 Shares 37,056 Est. Cost $62.44 Unrealized +0.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $3 Shares 60,824 Est. Cost $30.70 Unrealized +14.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $3 Shares 15,638 Est. Cost $70.12 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $3 Shares 33,640 Est. Cost $67.15 Unrealized +3.8%
NFG NATIONAL FUEL GAS CO 0.1%
Value ($000) $3 Shares 41,540 Est. Cost $59.21 Unrealized +8.7%
SJM SMUCKER J M CO 0.1%
Value ($000) $3 Shares 16,402 Est. Cost $109.25 Unrealized +22.2%
XT ISHARES TR 0.1%
Value ($000) $3 Shares 54,692 Est. Cost $48.57 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $3 Shares 66,382 Est. Cost $19.32 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.1%
Value ($000) $3 Shares 1,180,218 Est. Cost $2.65 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $3 Shares 21,066 Est. Cost $96.86 Unrealized -6.4%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $3 Shares 244,164 Est. Cost $0.64 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2 Shares 17,496 Est. Cost $63.63 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $2 Shares 15,560 Est. Cost $32.54 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $2 Shares 14,122 Est. Cost $79.43 Unrealized
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $2 Shares 102,348 Est. Cost $14.74 Unrealized
PPL PPL CORP 0.1%
Value ($000) $2 Shares 83,362 Est. Cost $24.17 Unrealized +2.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $2 Shares 43,336 Est. Cost $38.77 Unrealized +18.9%
IEFA ISHARES TR 0.1%
Value ($000) $2 Shares 36,968 Est. Cost $25.58 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $2 Shares 19,322 Est. Cost $77.42 Unrealized +37.7%
EXC EXELON CORP 0.1%
Value ($000) $2 Shares 51,014 Est. Cost $30.59 Unrealized +15.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $2 Shares 6,510 Est. Cost $296.44 Unrealized +8.3%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $2 Shares 47,636 Est. Cost $35.01 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $2 Shares 37,176 Est. Cost $38.12 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2 Shares 55,094 Est. Cost $4.59 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $2 Shares 20,194 Est. Cost $71.82 Unrealized
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 36,132 Est. Cost $29.28 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $2 Shares 14,158 Est. Cost $75.37 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $2 Shares 13,842 Est. Cost $131.77 Unrealized +8.7%
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $2 Shares 64,718 Est. Cost $11.62 Unrealized
LAKE SHORE BANCORP INC 0.1%
Value ($000) $2 Shares 164,088 Est. Cost $8.14 Unrealized
FMNB FARMERS NATIONAL BANC CORP 0.1%
Value ($000) $2 Shares 138,626 Est. Cost $11.97 Unrealized -0.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $2 Shares 20,324 Est. Cost $76.41 Unrealized +10.6%
DHR DANAHER CORPORATION 0.1%
Value ($000) $2 Shares 7,312 Est. Cost $192.25 Unrealized +18.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $2 Shares 24,760 Est. Cost $86.13 Unrealized -14.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $2 Shares 19,326 Est. Cost $79.18 Unrealized +10.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2 Shares 7,508 Est. Cost $206.75 Unrealized +6.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $2 Shares 7,776 Est. Cost $224.77 Unrealized -0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $2 Shares 23,018 Est. Cost $62.09 Unrealized +13.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2 Shares 54,916 Est. Cost $28.15 Unrealized +6.3%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 7,634 Est. Cost $165.26 Unrealized +28.3%
SO SOUTHERN CO 0.0%
Value ($000) $2 Shares 24,190 Est. Cost $53.83 Unrealized +10.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $2 Shares 10,888 Est. Cost $124.98 Unrealized +19.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2 Shares 10,918 Est. Cost $123.48 Unrealized +24.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 24,166 Est. Cost $12.17 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 19,468 Est. Cost $18.54 Unrealized
THFF FIRST FINL CORP IND 0.0%
Value ($000) $2 Shares 36,944 Est. Cost $38.07 Unrealized +9.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $2 Shares 6,640 Est. Cost $213.20 Unrealized +4.7%
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $2 Shares 36,000 Est. Cost $44.53 Unrealized -0.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2 Shares 12,264 Est. Cost $101.31 Unrealized +11.3%
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 9,672 Est. Cost $0.17 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $2 Shares 47,880 Est. Cost $17.30 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $2 Shares 5,370 Est. Cost $233.08 Unrealized +11.3%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $2 Shares 4,952 Est. Cost $142.47 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 25,806 Est. Cost $49.76 Unrealized +30.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $2 Shares 6,784 Est. Cost $173.50 Unrealized +32.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2 Shares 6,086 Est. Cost $259.54 Unrealized -6.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $2 Shares 15,638 Est. Cost $73.42 Unrealized +15.5%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 28,500 Est. Cost $34.64 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 7,688 Est. Cost $46.97 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $2 Shares 3,536 Est. Cost $162.12 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 45,594 Est. Cost $14.39 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $2 Shares 15,642 Est. Cost $75.33 Unrealized +15.1%
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $2 Shares 116,522 Est. Cost $14.99 Unrealized -10.5%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $1 Shares 13,960 Est. Cost $94.40 Unrealized +13.3%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1 Shares 21,378 Est. Cost $30.04 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $1 Shares 39,014 Est. Cost $28.73 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 2,674 Est. Cost $472.39 Unrealized +4.8%
IHF ISHARES TR 0.0%
Value ($000) $1 Shares 5,434 Est. Cost $208.86 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 19,196 Est. Cost $51.92 Unrealized +30.4%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 5,860 Est. Cost $83.33 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 44,970 Est. Cost $17.41 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 64,824 Est. Cost $9.38 Unrealized
FISV FISERV INC 0.0%
Value ($000) $1 Shares 14,224 Est. Cost $88.20 Unrealized +12.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $1 Shares 15,084 Est. Cost $69.65 Unrealized +16.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 23,216 Est. Cost $50.33 Unrealized +6.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 16,922 Est. Cost $58.57 Unrealized +24.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 21,390 Est. Cost $70.13 Unrealized -5.9%
RWR SPDR SER TR 0.0%
Value ($000) $1 Shares 15,882 Est. Cost $66.62 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 6,612 Est. Cost $190.71 Unrealized +10.6%
EATON VANCE FLTING RATE INC 0.0%
Value ($000) $1 Shares 123,606 Est. Cost $7.41 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 30,994 Est. Cost $22.41 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $1 Shares 2,996 Est. Cost $71.59 Unrealized +47.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 8,240 Est. Cost $115.96 Unrealized +27.4%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 9,672 Est. Cost $103.43 Unrealized +25.5%
TTD THE TRADE DESK INC 0.0%
Value ($000) $1 Shares 29,862 Est. Cost $55.78 Unrealized -9.1%
DEO DIAGEO PLC 0.0%
Value ($000) $1 Shares 7,514 Est. Cost $89.70 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $1 Shares 115,042 Est. Cost $9.71 Unrealized +3.6%
CMI CUMMINS INC 0.0%
Value ($000) $1 Shares 5,416 Est. Cost $193.16 Unrealized +14.3%
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 7,490 Est. Cost $120.06 Unrealized +32.5%
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 3,322 Est. Cost $87.60 Unrealized -10.8%
PFF ISHARES TR 0.0%
Value ($000) $1 Shares 41,606 Est. Cost $18.07 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $1 Shares 30,712 Est. Cost $38.81 Unrealized +5.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $1 Shares 16,942 Est. Cost $25.58 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 6,196 Est. Cost $74.69 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 12,872 Est. Cost $91.69 Unrealized +1.7%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 7,138 Est. Cost $0.17 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $1 Shares 8,830 Est. Cost $127.06 Unrealized +0.6%
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 92,304 Est. Cost $10.02 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $1 Shares 16,948 Est. Cost $33.40 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $1 Shares 17,886 Est. Cost $39.81 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 2,772 Est. Cost $387.71 Unrealized +4.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 7,218 Est. Cost $130.30 Unrealized +16.6%
AOS SMITH A O CORP 0.0%
Value ($000) $1 Shares 20,774 Est. Cost $50.79 Unrealized +4.1%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 3,796 Est. Cost $271.70 Unrealized +7.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1 Shares 846 Est. Cost $23.82 Unrealized +25.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 180,710 Est. Cost $9.45 Unrealized -19.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 4,662 Est. Cost $202.02 Unrealized +4.4%
FDX FEDEX CORP 0.0%
Value ($000) $1 Shares 6,664 Est. Cost $169.05 Unrealized -8.3%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 11,728 Est. Cost $42.68 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 3,570 Est. Cost $310.33 Unrealized +6.0%
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 36,582 Est. Cost $38.45 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 16,686 Est. Cost $31.60 Unrealized
INTU INTUIT 0.0%
Value ($000) $1 Shares 2,918 Est. Cost $353.32 Unrealized +10.1%
EVANS BANCORP INC 0.0%
Value ($000) $1 Shares 30,330 Est. Cost $22.63 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 18,426 Est. Cost $57.37 Unrealized +3.5%
BAKKT HOLDINGS INC 0.0%
Value ($000) $1 Shares 1,040,000 Est. Cost $0.22 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 4,782 Est. Cost $200.78 Unrealized +7.0%
CRM SALESFORCE INC 0.0%
Value ($000) $1 Shares 8,196 Est. Cost $153.01 Unrealized -5.8%
IGV ISHARES TR 0.0%
Value ($000) $1 Shares 4,246 Est. Cost $152.71 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1 Shares 15,804 Est. Cost $75.16 Unrealized -12.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1 Shares 10,550 Est. Cost $43.52 Unrealized +11.3%
PRGO PERRIGO CO PLC 0.0%
Value ($000) $1 Shares 31,372 Est. Cost $40.24 Unrealized -12.4%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $1 Shares 13,790 Est. Cost $40.19 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 8,446 Est. Cost $69.24 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 27,780 Est. Cost $13.84 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1 Shares 4,028 Est. Cost $239.65 Unrealized -0.7%
CANADIAN PAC RY LTD 0.0%
Value ($000) $1 Shares 13,852 Est. Cost $57.34 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1 Shares 9,660 Est. Cost $70.17 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 11,904 Est. Cost $51.73 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $1 Shares 16,424 Est. Cost $37.14 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1 Shares 6,544 Est. Cost $117.67 Unrealized +14.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1 Shares 7,366 Est. Cost $33.25 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $1 Shares 80,980 Est. Cost $8.08 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 7,478 Est. Cost $94.44 Unrealized +37.2%
TXT TEXTRON INC 0.0%
Value ($000) $1 Shares 13,874 Est. Cost $56.82 Unrealized +19.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1 Shares 3,814 Est. Cost $284.98 Unrealized -9.3%
BAX BAXTER INTL INC 0.0%
Value ($000) $1 Shares 19,192 Est. Cost $49.63 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 11,424 Est. Cost $75.41 Unrealized +1.8%
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 76,488 Est. Cost $6.02 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $1 Shares 8,720 Est. Cost $77.28 Unrealized +30.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $1 Shares 15,712 Est. Cost $47.50 Unrealized +9.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $1 Shares 7,490 Est. Cost $105.31 Unrealized +8.3%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 7,012 Est. Cost $53.99 Unrealized
SAFEHOLD INC 0.0%
Value ($000) $1 Shares 1,848 Est. Cost $251.31 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $1 Shares 2,526 Est. Cost $332.20 Unrealized +10.5%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 3,972 Est. Cost $250.80 Unrealized -6.3%
TEKLA HEALTHCARE OPPORTUNITI 0.0%
Value ($000) $1 Shares 47,014 Est. Cost $8.63 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $1 Shares 23,632 Est. Cost $30.89 Unrealized +3.1%
STBA S & T BANCORP INC 0.0%
Value ($000) $1 Shares 27,008 Est. Cost $34.82 Unrealized +0.6%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $1 Shares 23,114 Est. Cost $18.10 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 19,066 Est. Cost $24.56 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $1 Shares 10,996 Est. Cost $51.41 Unrealized
AMCOR PLC 0.0%
Value ($000) $1 Shares 74,902 Est. Cost $10.14 Unrealized +0.8%
CBFV CB FINL SVCS INC 0.0%
Value ($000) $1 Shares 41,500 Est. Cost $21.24 Unrealized -10.5%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 24,734 Est. Cost $16.51 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $1 Shares 4,004 Est. Cost $70.56 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 4,810 Est. Cost $112.60 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $1 Shares 14,232 Est. Cost $25.05 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 14,902 Est. Cost $43.19 Unrealized +41.6%
CSX CSX CORP 0.0%
Value ($000) $1 Shares 28,224 Est. Cost $28.92 Unrealized -0.7%
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 4,014 Est. Cost $248.86 Unrealized +2.3%
BROADMARK RLTY CAP INC 0.0%
Value ($000) $1 Shares 241,594 Est. Cost $5.57 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 3,864 Est. Cost $190.15 Unrealized +3.9%
FFWM FIRST FNDTN INC 0.0%
Value ($000) $1 Shares 59,298 Est. Cost $19.09 Unrealized -20.7%
KLAC KLA CORP 0.0%
Value ($000) $1 Shares 2,214 Est. Cost $330.67 Unrealized +2.2%
ETN EATON CORP PLC 0.0%
Value ($000) $1 Shares 5,298 Est. Cost $143.08 Unrealized +2.7%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $1 Shares 14,928 Est. Cost $24.16 Unrealized +3.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $1 Shares 23,826 Est. Cost $37.43 Unrealized -8.8%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 Shares 13,204 Est. Cost $56.21 Unrealized +18.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 11,454 Est. Cost $103.49 Unrealized -22.8%
FNB F N B CORP 0.0%
Value ($000) $1 Shares 62,216 Est. Cost $10.47 Unrealized +14.6%
UGI UGI CORP NEW 0.0%
Value ($000) $1 Shares 21,892 Est. Cost $36.14 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1 Shares 18,854 Est. Cost $39.93 Unrealized -7.1%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 10,400 Est. Cost $0.08 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1 Shares 9,576 Est. Cost $58.04 Unrealized +18.9%
IUSB ISHARES TR 0.0%
Value ($000) $1 Shares 17,760 Est. Cost $23.90 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $1 Shares 44,692 Est. Cost $16.89 Unrealized +0.9%
ADSK AUTODESK INC 0.0%
Value ($000) $1 Shares 4,262 Est. Cost $213.32 Unrealized -5.9%
DXCM DEXCOM INC 0.0%
Value ($000) $1 Shares 7,026 Est. Cost $98.94 Unrealized +11.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1 Shares 20,824 Est. Cost $28.65 Unrealized +16.9%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 17,240 Est. Cost $0.05 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 18,972 Est. Cost $35.19 Unrealized +10.5%
GMAB GENMAB A/S 0.0%
Value ($000) $1 Shares 18,370 Est. Cost $15.82 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $1 Shares 12,744 Est. Cost $29.68 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 900 Est. Cost $40.59 Unrealized +32.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $1 Shares 1,390 Est. Cost $88.80 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $1 Shares 15,886 Est. Cost $46.09 Unrealized -1.8%
OLN OLIN CORP 0.0%
Value ($000) $1 Shares 14,182 Est. Cost $33.98 Unrealized +45.8%
C CITIGROUP INC 0.0%
Value ($000) $1 Shares 16,496 Est. Cost $43.19 Unrealized -6.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 6,310 Est. Cost $74.82 Unrealized +42.3%
CHWY CHEWY INC 0.0%
Value ($000) $1 Shares 19,770 Est. Cost $39.22 Unrealized -0.7%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 4,004 Est. Cost $81.01 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $1 Shares 4,898 Est. Cost $134.75 Unrealized +10.7%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1 Shares 26,380 Est. Cost $0.03 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1 Shares 2,266 Est. Cost $257.73 Unrealized +21.4%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 8,202 Est. Cost $90.14 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $1 Shares 20,122 Est. Cost $18.75 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 14,268 Est. Cost $0.05 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $1 Shares 15,418 Est. Cost $38.76 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 10,814 Est. Cost $27.01 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $1 Shares 20,928 Est. Cost $24.77 Unrealized +14.0%
ACWX ISHARES TR 0.0%
Value ($000) $1 Shares 15,124 Est. Cost $0.05 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $1 Shares 9,832 Est. Cost $31.56 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $1 Shares 4,596 Est. Cost $82.06 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $1 Shares 3,096 Est. Cost $206.10 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $1 Shares 7,350 Est. Cost $52.49 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $1 Shares 12,710 Est. Cost $31.41 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 13,042 Est. Cost $51.86 Unrealized +3.8%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 24,200 Est. Cost $31.71 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 8,502 Est. Cost $34.27 Unrealized +7.3%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 3,228 Est. Cost $0.20 Unrealized
KR KROGER CO 0.0%
Value ($000) $1 Shares 14,520 Est. Cost $27.64 Unrealized +55.1%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1 Shares 9,832 Est. Cost $61.94 Unrealized +2.8%
HYG ISHARES TR 0.0%
Value ($000) $1 Shares 8,766 Est. Cost $74.70 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 5,882 Est. Cost $81.52 Unrealized +19.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1 Shares 8,106 Est. Cost $66.44 Unrealized +5.6%
XBI SPDR SER TR 0.0%
Value ($000) $1 Shares 7,596 Est. Cost $51.13 Unrealized
CAR AVIS BUDGET GROUP 0.0%
Value ($000) $1 Shares 22,852 Est. Cost $190.58 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $1 Shares 12,226 Est. Cost $29.56 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $1 Shares 12,192 Est. Cost $20.20 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $1 Shares 3,630 Est. Cost $128.26 Unrealized +24.2%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $1 Shares 18,208 Est. Cost $32.24 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $1 Shares 4,272 Est. Cost $78.13 Unrealized +2.8%
BCE BCE INC 0.0%
Value ($000) $1 Shares 13,430 Est. Cost $34.21 Unrealized +3.5%
CAMT CAMTEK LTD 0.0%
Value ($000) $1 Shares 26,688 Est. Cost $24.66 Unrealized -7.9%
IBB ISHARES TR 0.0%
Value ($000) $1 Shares 4,446 Est. Cost $62.61 Unrealized
XHIEX MILLER HOWARD HIGH INC EQTY 0.0%
Value ($000) $1 Shares 55,646 Est. Cost $4.55 Unrealized
SAP SAP SE 0.0%
Value ($000) $1 Shares 5,616 Est. Cost $0.10 Unrealized
MMIT INDEXIQ ACTIVE ETF TR 0.0%
Value ($000) $1 Shares 24,000 Est. Cost $21.40 Unrealized
CODI COMPASS DIVERSIFIED 0.0%
Value ($000) $1 Shares 31,548 Est. Cost $17.38 Unrealized -4.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $1 Shares 1,432 Est. Cost $305.13 Unrealized +35.3%
FMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 16,272 Est. Cost $16.61 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $1 Shares 31,512 Est. Cost $11.05 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 2,664 Est. Cost $200.17 Unrealized 0.0%
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $1 Shares 7,110 Est. Cost $32.02 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $1 Shares 5,438 Est. Cost $71.42 Unrealized +32.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 39,462 Est. Cost $11.48 Unrealized +8.8%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $1 Shares 12,704 Est. Cost $19.98 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $1 Shares 4,372 Est. Cost $68.90 Unrealized
PIONEER NAT RES CO 0.0%
Value ($000) $1 Shares 2,392 Est. Cost $94.19 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $1 Shares 470,000 Est. Cost $35.36 Unrealized -6.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 7,564 Est. Cost $35.62 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $1 Shares 16,504 Est. Cost $21.98 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $1 Shares 1,742 Est. Cost $253.02 Unrealized +25.0%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 10,424 Est. Cost $32.07 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $1 Shares 4,960 Est. Cost $50.86 Unrealized
PREMIER FINANCIAL CORP 0.0%
Value ($000) $1 Shares 19,648 Est. Cost $10.10 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1 Shares 16,138 Est. Cost $17.26 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $1 Shares 5,618 Est. Cost $86.73 Unrealized -4.6%
GM GENERAL MTRS CO 0.0%
Value ($000) $1 Shares 15,558 Est. Cost $42.31 Unrealized -15.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $1 Shares 12,176 Est. Cost $31.04 Unrealized +10.7%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $1 Shares 36,276 Est. Cost $5.77 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $1 Shares 3,116 Est. Cost $233.14 Unrealized -26.7%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 40,914 Est. Cost $16.66 Unrealized -9.6%
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 3,444 Est. Cost $163.51 Unrealized -13.3%
CCJ CAMECO CORP 0.0%
Value ($000) $1 Shares 22,038 Est. Cost $16.63 Unrealized +40.3%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 9,348 Est. Cost $48.14 Unrealized +0.8%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5,904 Est. Cost $89.04 Unrealized -2.2%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $0 Shares 26,856 Est. Cost $13.85 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 5,888 Est. Cost $70.30 Unrealized +9.0%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $0 Shares 5,420 Est. Cost $91.20 Unrealized +2.0%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $0 Shares 35,056 Est. Cost $10.00 Unrealized +16.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 242 Est. Cost $1960.21 Unrealized -4.7%
BBT BERKSHIRE HILLS BANCORP INC 0.0%
Value ($000) $0 Shares 16,590 Est. Cost $25.68 Unrealized +2.9%
CB CHUBB LIMITED 0.0%
Value ($000) $0 Shares 2,206 Est. Cost $199.93 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $0 Shares 4,666 Est. Cost $61.11 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 6,040 Est. Cost $177.11 Unrealized +2.5%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 7,978 Est. Cost $42.88 Unrealized +9.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 3,734 Est. Cost $109.48 Unrealized +3.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $0 Shares 21,536 Est. Cost $8.74 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 3,706 Est. Cost $114.69 Unrealized -0.2%
MDYG SPDR SER TR 0.0%
Value ($000) $0 Shares 7,068 Est. Cost $48.14 Unrealized
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $0 Shares 19,240 Est. Cost $24.91 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1,644 Est. Cost $247.49 Unrealized +14.1%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $0 Shares 7,014 Est. Cost $65.66 Unrealized -1.6%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 9,038 Est. Cost $39.51 Unrealized
LINDE PLC 0.0%
Value ($000) $0 Shares 1,386 Est. Cost $0.33 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $0 Shares 1,914 Est. Cost $146.88 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 11,068 Est. Cost $32.51 Unrealized 0.0%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 7,044 Est. Cost $28.85 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $0 Shares 7,372 Est. Cost $48.08 Unrealized +10.3%
FFIV F5 INC 0.0%
Value ($000) $0 Shares 3,104 Est. Cost $158.37 Unrealized -7.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1,390 Est. Cost $294.26 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 5,146 Est. Cost $0.08 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 4,788 Est. Cost $0.09 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 16,144 Est. Cost $24.56 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $0 Shares 19,122 Est. Cost $14.65 Unrealized +8.8%
SPMD SPDR SER TR 0.0%
Value ($000) $0 Shares 10,096 Est. Cost $26.34 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 6,736 Est. Cost $54.21 Unrealized 0.0%
IYG ISHARES TR 0.0%
Value ($000) $0 Shares 2,690 Est. Cost $0.16 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,208 Est. Cost $0.19 Unrealized
VUZI VUZIX CORP 0.0%
Value ($000) $0 Shares 400,000 Est. Cost $6.14 Unrealized -25.5%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 22,652 Est. Cost $9.20 Unrealized +67.3%
SPDR SER TR 0.0%
Value ($000) $0 Shares 5,112 Est. Cost $84.02 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 13,462 Est. Cost $0.03 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 7,314 Est. Cost $0.06 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $0 Shares 1,258 Est. Cost $362.26 Unrealized -6.1%
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 804 Est. Cost $507.93 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 9,906 Est. Cost $38.98 Unrealized 0.0%
ULST SSGA ACTIVE ETF TR 0.0%
Value ($000) $0 Shares 10,266 Est. Cost $20.22 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 380,000 Est. Cost $0.48 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $0 Shares 2,770 Est. Cost $132.87 Unrealized +12.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $0 Shares 6,174 Est. Cost $52.27 Unrealized 0.0%
CAAP CORPORACION AMER ARPTS S A 0.0%
Value ($000) $0 Shares 46,110 Est. Cost $7.12 Unrealized +13.7%
FLEU FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 400,000 Est. Cost $0.51 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 4,870 Est. Cost $0.08 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 400,000 Est. Cost $0.50 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value ($000) $0 Shares 400,000 Est. Cost $51.88 Unrealized +6.0%
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $0 Shares 23,194 Est. Cost $15.84 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $0 Shares 20,156 Est. Cost $15.67 Unrealized
DOO BRP INC 0.0%
Value ($000) $0 Shares 5,230 Est. Cost $67.55 Unrealized 0.0%
CELESTICA INC 0.0%
Value ($000) $0 Shares 35,210 Est. Cost $3.10 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 4,142 Est. Cost $81.67 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 3,056 Est. Cost $71.75 Unrealized
AVANGRID INC 0.0%
Value ($000) $0 Shares 9,160 Est. Cost $0.04 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 6,842 Est. Cost $39.21 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $0 Shares 34,934 Est. Cost $5.27 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 2,440 Est. Cost $159.86 Unrealized 0.0%
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 2,568 Est. Cost $0.15 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $0 Shares 3,378 Est. Cost $63.17 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 33,014 Est. Cost $7.37 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 7,838 Est. Cost $40.86 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 964 Est. Cost $389.46 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 8,468 Est. Cost $39.25 Unrealized 0.0%
PRIMO WATER CORPORATION 0.0%
Value ($000) $0 Shares 24,764 Est. Cost $6.97 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 2,834 Est. Cost $121.42 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 5,068 Est. Cost $57.10 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 3,770 Est. Cost $113.16 Unrealized 0.0%
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $0 Shares 5,586 Est. Cost $39.76 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $0 Shares 80,302 Est. Cost $4.36 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $0 Shares 31,864 Est. Cost $0.01 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $0 Shares 4,776 Est. Cost $131.01 Unrealized -38.4%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 898 Est. Cost $0.42 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 7,996 Est. Cost $34.61 Unrealized
KEY KEYCORP 0.0%
Value ($000) $0 Shares 21,350 Est. Cost $14.79 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 9,416 Est. Cost $32.98 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $0 Shares 10,082 Est. Cost $25.12 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $0 Shares 7,882 Est. Cost $60.77 Unrealized
SIGI SELECTIVE INS GROUP INC 0.0%
Value ($000) $0 Shares 4,138 Est. Cost $86.44 Unrealized 0.0%
OMAB GRUPO AEROPORTUARIO DEL CENT 0.0%
Value ($000) $0 Shares 5,912 Est. Cost $0.06 Unrealized
EBF ENNIS INC 0.0%
Value ($000) $0 Shares 31,518 Est. Cost $16.57 Unrealized +2.1%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 9,976 Est. Cost $0.04 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 4,428 Est. Cost $71.13 Unrealized 0.0%
AAON AAON INC 0.0%
Value ($000) $0 Shares 4,776 Est. Cost $34.59 Unrealized +32.9%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 1,998 Est. Cost $163.51 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 1,748 Est. Cost $202.82 Unrealized 0.0%
ITT ITT INC 0.0%
Value ($000) $0 Shares 4,384 Est. Cost $77.46 Unrealized 0.0%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,090 Est. Cost $0.17 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $0 Shares 8,846 Est. Cost $0.04 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 4,274 Est. Cost $53.72 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $0 Shares 4,680 Est. Cost $0.08 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $0 Shares 686 Est. Cost $45.89 Unrealized 0.0%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $0 Shares 7,936 Est. Cost $41.52 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 748 Est. Cost $431.23 Unrealized 0.0%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $0 Shares 248 Est. Cost $1355.05 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 2,710 Est. Cost $117.82 Unrealized 0.0%
PLAYA HOTELS & RESORTS NV 0.0%
Value ($000) $0 Shares 53,556 Est. Cost $0.01 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $0 Shares 5,900 Est. Cost $0.06 Unrealized
ENERPLUS CORP 0.0%
Value ($000) $0 Shares 19,636 Est. Cost $11.12 Unrealized
MEOH METHANEX CORP 0.0%
Value ($000) $0 Shares 9,150 Est. Cost $36.66 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 1,214 Est. Cost $139.59 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $0 Shares 1,004 Est. Cost $316.35 Unrealized 0.0%
CMBT EURONAV NV 0.0%
Value ($000) $0 Shares 20,204 Est. Cost $5.22 Unrealized +106.1%
ATLASSIAN CORP PLC 0.0%
Value ($000) $0 Shares 2,666 Est. Cost $88.97 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $0 Shares 2,826 Est. Cost $0.12 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $0 Shares 12,012 Est. Cost $0.03 Unrealized
ERX DIREXION SHS ETF TR 0.0%
Value ($000) $0 Shares 5,100 Est. Cost $0.07 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $0 Shares 6,760 Est. Cost $0.05 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 5,288 Est. Cost $0.06 Unrealized
AGIO AGIOS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 73,798 Est. Cost $27.15 Unrealized +3.8%
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value ($000) $0 Shares 37,748 Est. Cost $12.50 Unrealized -6.0%
MASI MASIMO CORP 0.0%
Value ($000) $0 Shares 2,230 Est. Cost $137.60 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $0 Shares 4,728 Est. Cost $72.75 Unrealized 0.0%
VET VERMILION ENERGY INC 0.0%
Value ($000) $0 Shares 18,432 Est. Cost $14.40 Unrealized +41.1%
BP BP PLC 0.0%
Value ($000) $0 Shares 9,322 Est. Cost $0.03 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $0 Shares 3,110 Est. Cost $68.84 Unrealized
WNS HLDGS LTD 0.0%
Value ($000) $0 Shares 4,036 Est. Cost $50.08 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $0 Shares 13,390 Est. Cost $0.02 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 7,026 Est. Cost $0.05 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 5,816 Est. Cost $0.06 Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 4,946 Est. Cost $0.06 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $0 Shares 5,226 Est. Cost $59.57 Unrealized 0.0%
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 23,276 Est. Cost $10.87 Unrealized +27.6%
HYD VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 153,350 Est. Cost $0.49 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $0 Shares 12,650 Est. Cost $0.03 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 2,642 Est. Cost $114.42 Unrealized 0.0%
NWE NORTHWESTERN CORP 0.0%
Value ($000) $0 Shares 5,326 Est. Cost $46.84 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 3,076 Est. Cost $95.52 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 2,482 Est. Cost $114.07 Unrealized 0.0%
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $0 Shares 8,104 Est. Cost $35.95 Unrealized 0.0%
TGLS TECNOGLASS INC 0.0%
Value ($000) $0 Shares 10,210 Est. Cost $25.27 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $0 Shares 880 Est. Cost $318.25 Unrealized 0.0%
AVA AVISTA CORP 0.0%
Value ($000) $0 Shares 7,050 Est. Cost $34.22 Unrealized 0.0%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $0 Shares 2,278 Est. Cost $110.29 Unrealized 0.0%
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 8,746 Est. Cost $0.04 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $0 Shares 3,100 Est. Cost $0.10 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 2,398 Est. Cost $121.79 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 4,288 Est. Cost $13.29 Unrealized +38.1%
FDP FRESH DEL MONTE PRODUCE INC 0.0%
Value ($000) $0 Shares 11,824 Est. Cost $23.76 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1,306 Est. Cost $213.29 Unrealized 0.0%
CZOWF CAZOO GROUP LTD 0.0%
Value ($000) $0 Shares 440,000 Est. Cost $0.33 Unrealized
BRIDGE INVT GROUP HLDGS INC 0.0%
Value ($000) $0 Shares 25,462 Est. Cost $0.01 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 6,604 Est. Cost $43.30 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 4,326 Est. Cost $59.61 Unrealized 0.0%
OEC ORION ENGINEERED CARBONS S A 0.0%
Value ($000) $0 Shares 16,992 Est. Cost $16.41 Unrealized +2.4%
IJS ISHARES TR 0.0%
Value ($000) $0 Shares 3,294 Est. Cost $0.09 Unrealized
TRIVAGO N V 0.0%
Value ($000) $0 Shares 221,590 Est. Cost $0.29 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $0 Shares 882 Est. Cost $334.71 Unrealized 0.0%
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $0 Shares 24,040 Est. Cost $8.99 Unrealized +12.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $0 Shares 4,730 Est. Cost $53.09 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $0 Shares 250,000 Est. Cost $44.01 Unrealized +1.2%
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 1,738 Est. Cost $155.96 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 3,736 Est. Cost $0.08 Unrealized
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $0 Shares 6,720 Est. Cost $42.60 Unrealized +2.0%
CDW CDW CORP 0.0%
Value ($000) $0 Shares 1,594 Est. Cost $168.86 Unrealized 0.0%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,620 Est. Cost $0.17 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $0 Shares 1,296 Est. Cost $162.75 Unrealized +40.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 2,490 Est. Cost $48.86 Unrealized 0.0%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 4,598 Est. Cost $0.06 Unrealized
PATTERSON COS INC 0.0%
Value ($000) $0 Shares 10,002 Est. Cost $0.03 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 6,332 Est. Cost $0.04 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 5,636 Est. Cost $0.05 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 11,748 Est. Cost $127.99 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 2,284 Est. Cost $104.32 Unrealized 0.0%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,670 Est. Cost $0.16 Unrealized
GOOD GLADSTONE COMMERCIAL CORP 0.0%
Value ($000) $0 Shares 202,466 Est. Cost $0.62 Unrealized
NICE NICE LTD 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $0.19 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $0 Shares 300,000 Est. Cost $22.28 Unrealized -34.2%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 9,526 Est. Cost $21.97 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 2,104 Est. Cost $130.53 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $0 Shares 4,134 Est. Cost $57.70 Unrealized 0.0%
HTO SJW GROUP 0.0%
Value ($000) $0 Shares 3,266 Est. Cost $71.49 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 8,842 Est. Cost $26.78 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1,524 Est. Cost $0.17 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $0.07 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $0 Shares 8,470 Est. Cost $32.63 Unrealized 0.0%
ROYCE VALUE TR INC 0.0%
Value ($000) $0 Shares 19,616 Est. Cost $10.93 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $0 Shares 194 Est. Cost $1237.05 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 1,864 Est. Cost $0.14 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.0%
Value ($000) $0 Shares 9,556 Est. Cost $0.03 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 5,358 Est. Cost $22.64 Unrealized 0.0%
ALLSPRING INCOME OPPORTUNIT 0.0%
Value ($000) $0 Shares 39,668 Est. Cost $2.96 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 2,718 Est. Cost $83.64 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 22,494 Est. Cost $10.86 Unrealized -16.6%
MSCI MSCI INC 0.0%
Value ($000) $0 Shares 536 Est. Cost $448.89 Unrealized 0.0%
BIONANO GENOMICS INC 0.0%
Value ($000) $0 Shares 11,496 Est. Cost $0.02 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 1,656 Est. Cost $167.33 Unrealized 0.0%
AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 60,960 Est. Cost $13.83 Unrealized
WMK WEIS MKTS INC 0.0%
Value ($000) $0 Shares 3,006 Est. Cost $79.23 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $0 Shares 730 Est. Cost $322.72 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 2,328 Est. Cost $172.55 Unrealized -20.7%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $0 Shares 2,728 Est. Cost $0.09 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 3,134 Est. Cost $0.08 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 2,298 Est. Cost $0.11 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $0 Shares 2,908 Est. Cost $74.83 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $0 Shares 3,518 Est. Cost $63.16 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $0 Shares 2,684 Est. Cost $80.41 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $0 Shares 284 Est. Cost $890.25 Unrealized 0.0%
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 6,096 Est. Cost $0.04 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 2,474 Est. Cost $148.81 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $0 Shares 1,162 Est. Cost $207.24 Unrealized 0.0%
HL HECLA MNG CO 0.0%
Value ($000) $0 Shares 42,082 Est. Cost $4.48 Unrealized +9.0%
STIP ISHARES TR 0.0%
Value ($000) $0 Shares 2,418 Est. Cost $0.10 Unrealized
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $0 Shares 12,816 Est. Cost $17.24 Unrealized 0.0%
BLACKROCK MUNIYIELD PA QLTY 0.0%
Value ($000) $0 Shares 21,078 Est. Cost $7.06 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 7,602 Est. Cost $0.03 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $177.18 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $0 Shares 7,146 Est. Cost $29.73 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 4,886 Est. Cost $0.05 Unrealized
OPITQ OFFICE PPTYS INCOME TR 0.0%
Value ($000) $0 Shares 210,000 Est. Cost $0.52 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $0 Shares 200,000 Est. Cost $49.43 Unrealized +0.6%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 804 Est. Cost $246.25 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 992 Est. Cost $40.21 Unrealized 0.0%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 8,972 Est. Cost $0.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 9,216 Est. Cost $0.02 Unrealized
SPHERE 3D CORP NEW 0.0%
Value ($000) $0 Shares 190,000 Est. Cost $0.56 Unrealized
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1,018 Est. Cost $233.77 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 1,624 Est. Cost $113.66 Unrealized 0.0%
EJAN INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 200,000 Est. Cost $0.54 Unrealized
SPSC SPS COMM INC 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $121.23 Unrealized +6.3%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 8,022 Est. Cost $0.03 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 3,080 Est. Cost $0.07 Unrealized
NTB BANK OF NT BUTTERFIELD&SON L 0.0%
Value ($000) $0 Shares 7,270 Est. Cost $28.35 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 38,222 Est. Cost $11.99 Unrealized -38.2%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $0 Shares 1,736 Est. Cost $121.72 Unrealized 0.0%
EVR EVERCORE INC 0.0%
Value ($000) $0 Shares 1,942 Est. Cost $98.92 Unrealized 0.0%
JXN JACKSON FINANCIAL INC 0.0%
Value ($000) $0 Shares 190,000 Est. Cost $27.51 Unrealized +8.9%
CYRX CRYOPORT INC 0.0%
Value ($000) $0 Shares 180,000 Est. Cost $27.75 Unrealized -24.0%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 1,736 Est. Cost $119.94 Unrealized +1.3%
BL BLACKLINE INC 0.0%
Value ($000) $0 Shares 3,086 Est. Cost $67.09 Unrealized -7.5%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,558 Est. Cost $0.13 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $0 Shares 1,216 Est. Cost $0.17 Unrealized
ANDE ANDERSONS INC 0.0%
Value ($000) $0 Shares 5,858 Est. Cost $33.61 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 4,772 Est. Cost $44.06 Unrealized 0.0%
PRI PRIMERICA INC 0.0%
Value ($000) $0 Shares 1,446 Est. Cost $139.31 Unrealized 0.0%
IJAN INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 180,000 Est. Cost $0.55 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 2,682 Est. Cost $0.08 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1,866 Est. Cost $0.11 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $0 Shares 13,458 Est. Cost $0.02 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 9,438 Est. Cost $18.80 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2,020 Est. Cost $93.96 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 8,134 Est. Cost $27.36 Unrealized 0.0%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 11,334 Est. Cost $0.02 Unrealized
TEMPLETON GLOBAL INCOME FD 0.0%
Value ($000) $0 Shares 43,766 Est. Cost $4.26 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $0 Shares 210,000 Est. Cost $93.71 Unrealized +4.7%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $0 Shares 15,010 Est. Cost $12.46 Unrealized 0.0%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $0 Shares 17,722 Est. Cost $0.01 Unrealized
ROMEO POWER INC 0.0%
Value ($000) $0 Shares 160,000 Est. Cost $0.54 Unrealized
NUVEEN PENNSYLVANIA QLT MUN 0.0%
Value ($000) $0 Shares 15,676 Est. Cost $0.01 Unrealized
CWT CALIFORNIA WTR SVC GROUP 0.0%
Value ($000) $0 Shares 22,474 Est. Cost $54.81 Unrealized +1.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 16,532 Est. Cost $0.01 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $0 Shares 14,660 Est. Cost $0.01 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.53 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $0 Shares 20,890 Est. Cost $3.59 Unrealized
JSTC TIDAL ETF TR 0.0%
Value ($000) $0 Shares 10,516 Est. Cost $0.01 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 55,036 Est. Cost $5.41 Unrealized -41.9%
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $0 Shares 150,000 Est. Cost $0.50 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $0 Shares 26,304 Est. Cost $3.12 Unrealized
CRMD CORMEDIX INC 0.0%
Value ($000) $0 Shares 147,500 Est. Cost $3.85 Unrealized -8.1%
AOSL ALPHA & OMEGA SEMICONDUCTOR 0.0%
Value ($000) $0 Shares 130,000 Est. Cost $34.68 Unrealized -6.7%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 25,834 Est. Cost $2.54 Unrealized
SMB VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 158,000 Est. Cost $0.18 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 120,000 Est. Cost $2.80 Unrealized -24.1%
LUCK BOWLERO CORP 0.0%
Value ($000) $0 Shares 130,000 Est. Cost $12.34 Unrealized +4.3%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $0 Shares 10,114 Est. Cost $0.01 Unrealized
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 14,578 Est. Cost $7.60 Unrealized 0.0%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $0 Shares 13,424 Est. Cost $28.07 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $0 Shares 13,524 Est. Cost $0.01 Unrealized
NORTHERN STAR INVSTMNT CORP 0.0%
Value ($000) $0 Shares 110,000 Est. Cost $0.56 Unrealized
NIO NIO INC 0.0%
Value ($000) $0 Shares 11,966 Est. Cost $0.01 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $0 Shares 10,030 Est. Cost $10.02 Unrealized 0.0%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $0 Shares 16,190 Est. Cost $7.31 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $33.14 Unrealized +2.9%
CLOU GLOBAL X FDS 0.0%
Value ($000) $0 Shares 110,000 Est. Cost $0.22 Unrealized
WIDEOPENWEST INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.36 Unrealized
CALLIDITAS THERAPEUTICS AB 0.0%
Value ($000) $0 Shares 90,000 Est. Cost $0.56 Unrealized
SWITCH INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.50 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $0 Shares 33,472 Est. Cost $0.00 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 90,000 Est. Cost $24.54 Unrealized -0.8%
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $0 Shares 90,000 Est. Cost $15.47 Unrealized -9.1%
AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.45 Unrealized
ERO ERO COPPER CORP 0.0%
Value ($000) $0 Shares 90,000 Est. Cost $11.79 Unrealized +4.9%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 20,340 Est. Cost $3.63 Unrealized +6.4%
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $0 Shares 90,000 Est. Cost $12.21 Unrealized -2.6%
LTCH LATCH INC 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.56 Unrealized
ARCH RESOURCES INC 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.56 Unrealized
BIRD GLOBAL INC 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.56 Unrealized
GPGI COMPOSECURE INC 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $4.42 Unrealized -6.0%
SACH SACHEM CAP CORP 0.0%
Value ($000) $0 Shares 23,500 Est. Cost $2.73 Unrealized
GAN LTD 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.53 Unrealized
CERS CERUS CORP 0.0%
Value ($000) $0 Shares 16,148 Est. Cost $3.77 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 15,060 Est. Cost $4.96 Unrealized 0.0%
DSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 40,624 Est. Cost $0.76 Unrealized
CREATIVE REALITIES INC 0.0%
Value ($000) $0 Shares 70,240 Est. Cost $0.47 Unrealized
NRX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 58,460 Est. Cost $0.00 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.46 Unrealized
PJAN INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $0.43 Unrealized
HLLY HOLLEY INC 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $5.31 Unrealized -40.7%
HANESBRANDS INC 0.0%
Value ($000) $0 Shares 10,142 Est. Cost $0.01 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $42.14 Unrealized -4.8%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.46 Unrealized
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $8.16 Unrealized -7.9%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 23,174 Est. Cost $3.71 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $0 Shares 34,272 Est. Cost $213.43 Unrealized +4.8%
BRAG BRAGG GAMING GROUP INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $4.33 Unrealized -14.6%
DQ DAQO NEW ENERGY CORP 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.56 Unrealized
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $4.50 Unrealized -17.5%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.56 Unrealized
DUOL DUOLINGO INC 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $87.71 Unrealized -11.0%
BILI BILIBILI INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.56 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $0 Shares 62,820 Est. Cost $2.14 Unrealized -37.5%
ONON ON HLDG AG 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $18.71 Unrealized -6.5%
JOB GEE GROUP INC 0.0%
Value ($000) $0 Shares 111,162 Est. Cost $0.65 Unrealized +4.0%
APTINYX INC 0.0%
Value ($000) $0 Shares 52,000 Est. Cost $0.50 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $20.81 Unrealized +3.5%
CAREMAX INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.52 Unrealized
CYXTERA TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.52 Unrealized
ATKR ATKORE INC 0.0%
Value ($000) $0 Shares 60,000 Est. Cost $92.17 Unrealized +9.5%
TEEKAY CORPORATION 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $9.35 Unrealized -19.9%
MATTERPORT INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.55 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $33.59 Unrealized -9.1%
CANO HEALTH INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.55 Unrealized
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.55 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 19,302 Est. Cost $0.00 Unrealized
PENNYMAC CORP 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $49.68 Unrealized -16.1%
SIFY TECHNOLOGIES LTD 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.53 Unrealized
ARDX ARDELYX INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $1.32 Unrealized +27.8%
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $22.95 Unrealized -14.9%
INVESCO SR INCOME TR 0.0%
Value ($000) $0 Shares 10,600 Est. Cost $0.00 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.53 Unrealized
DOLE DOLE PLC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $9.80 Unrealized -13.2%
SPINNAKER ETF SERIES 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.50 Unrealized
HYZON MOTORS INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.53 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.53 Unrealized
CAMBER ENERGY INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.53 Unrealized
BYD BOYD GAMING CORP 0.0%
Value ($000) $0 Shares 40,010 Est. Cost $53.08 Unrealized +2.7%
ROCKET LAB USA INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.40 Unrealized
GTES GATES INDL CORP PLC 0.0%
Value ($000) $0 Shares 21,742 Est. Cost $11.02 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $103.51 Unrealized -1.8%
AGENUS INC 0.0%
Value ($000) $0 Shares 32,576 Est. Cost $0.74 Unrealized
VTV THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 57,694 Est. Cost $0.00 Unrealized
WEBER INC 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.48 Unrealized
AREC AMERICAN RES CORP 0.0%
Value ($000) $0 Shares 28,314 Est. Cost $1.96 Unrealized -6.6%
CONSOLIDATED COMM HLDGS INC 0.0%
Value ($000) $0 Shares 10,100 Est. Cost $0.00 Unrealized
ASAN ASANA INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $19.80 Unrealized -8.4%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $0 Shares 21,232 Est. Cost $0.71 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.53 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $0 Shares 10,368 Est. Cost $3.23 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $9.71 Unrealized +1.0%
AEHR AEHR TEST SYS 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $17.43 Unrealized +22.8%
AVAL GRUPO AVAL ACCIONES Y VALORE 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.53 Unrealized
MAPS WM TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $2.14 Unrealized -32.5%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $31.78 Unrealized -30.0%
GREEN PLAINS PARTNERS LP 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.53 Unrealized
CAZOO GROUP LTD 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.50 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.50 Unrealized
KJAN INNOVATOR ETFS TR 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.38 Unrealized
22ND CENTY GROUP INC 0.0%
Value ($000) $0 Shares 31,736 Est. Cost $1.19 Unrealized
IAG IAMGOLD CORP 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $1.74 Unrealized 0.0%
PD PAGERDUTY INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $24.72 Unrealized -4.4%
TTCFQ TATTOOED CHEF INC 0.0%
Value ($000) $0 Shares 23,088 Est. Cost $4.71 Unrealized -37.0%
ELECTROCORE INC 0.0%
Value ($000) $0 Shares 98,558 Est. Cost $0.20 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $16.50 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 449,622 Est. Cost $62.23 Unrealized -20.5%
LI-CYCLE HOLDINGS CORP 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
SMRT SMARTRENT INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $2.47 Unrealized 0.0%
MNDY MONDAY COM LTD 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $104.02 Unrealized 0.0%
WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
GASLOG PARTNERS LP 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $6.46 Unrealized 0.0%
VINCO VENTURES INC 0.0%
Value ($000) $0 Shares 35,324 Est. Cost $0.00 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 12,200 Est. Cost $21.81 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $40.90 Unrealized 0.0%
ENERGOUS CORP 0.0%
Value ($000) $0 Shares 10,644 Est. Cost $0.00 Unrealized
TUESDAY MORNING CORP 0.0%
Value ($000) $0 Shares 73,748 Est. Cost $2.25 Unrealized
SIENTRA INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.33 Unrealized
VASCULAR BIOGENICS LTD 0.0%
Value ($000) $0 Shares 41,150 Est. Cost $1.07 Unrealized
ATHENEX INC 0.0%
Value ($000) $0 Shares 28,890 Est. Cost $1.38 Unrealized
CORBUS PHARMACEUTICALS HLDGS 0.0%
Value ($000) $0 Shares 13,750 Est. Cost $0.00 Unrealized
VGFCQ THE VERY GOOD FOOD CO INC 0.0%
Value ($000) $0 Shares 23,528 Est. Cost $0.76 Unrealized -87.7%
EARTHSTONE ENERGY INC 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.04 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $0 Shares 1,000,000 Est. Cost Unrealized