Capital Advisory Group Advisory Services, LLC Diversified Active

CIK: 0001803229 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 29, 2022

Total Value ($000): $215,491 (100.0% shares, 0.0% debt)

Holdings (519)

SPY SPDR S&P 500 ETF TR 5.5%
Value ($000) $11,889 Shares 26,325 Est. Cost $313.93 Unrealized
QQQ INVESCO QQQ TR 5.3%
Value ($000) $11,383 Shares 31,398 Est. Cost $206.73 Unrealized
SPTM SPDR SER TR 3.1%
Value ($000) $6,657 Shares 119,778 Est. Cost $42.74 Unrealized
HTGC HERCULES CAPITAL INC 2.5%
Value ($000) $5,299 Shares 293,245 Est. Cost $12.21 Unrealized +43.8%
AGG ISHARES TR 2.4%
Value ($000) $5,117 Shares 47,778 Est. Cost $117.07 Unrealized
FLOT ISHARES TR 2.2%
Value ($000) $4,741 Shares 93,843 Est. Cost $50.66 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 2.1%
Value ($000) $4,541 Shares 13,092 Est. Cost $286.19 Unrealized
TMFC RBB FD INC 2.1%
Value ($000) $4,530 Shares 110,821 Est. Cost $31.76 Unrealized
ICVT ISHARES TR 2.0%
Value ($000) $4,410 Shares 52,931 Est. Cost $76.90 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $4,233 Shares 15,775 Est. Cost $193.98 Unrealized
FHLC FIDELITY COVINGTON TRUST 1.7%
Value ($000) $3,761 Shares 57,283 Est. Cost $57.08 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $3,712 Shares 47,536 Est. Cost $78.09 Unrealized
GLD SPDR GOLD TR 1.6%
Value ($000) $3,343 Shares 18,505 Est. Cost $161.07 Unrealized
IYW ISHARES TR 1.5%
Value ($000) $3,334 Shares 32,361 Est. Cost $103.03 Unrealized
IWM ISHARES TR 1.4%
Value ($000) $3,082 Shares 15,012 Est. Cost $161.57 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $2,967 Shares 135,919 Est. Cost $15.57 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.3%
Value ($000) $2,898 Shares 29,254 Est. Cost $56.90 Unrealized +52.5%
SDY SPDR SER TR 1.3%
Value ($000) $2,854 Shares 22,275 Est. Cost $92.33 Unrealized
TIP ISHARES TR 1.3%
Value ($000) $2,750 Shares 22,073 Est. Cost $121.66 Unrealized
DVY ISHARES TR 1.3%
Value ($000) $2,723 Shares 21,250 Est. Cost $100.55 Unrealized
SPYG SPDR SER TR 1.1%
Value ($000) $2,450 Shares 37,008 Est. Cost $50.63 Unrealized
JPMORGAN CHASE & CO 1.1%
Value ($000) $2,410 Shares 115,257 Est. Cost $20.91 Unrealized
SPYD SPDR SER TR 1.1%
Value ($000) $2,408 Shares 54,795 Est. Cost $41.07 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,400 Shares 7,783 Est. Cost $140.24 Unrealized +107.8%
VO VANGUARD INDEX FDS 1.1%
Value ($000) $2,329 Shares 9,794 Est. Cost $189.18 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $2,317 Shares 46,418 Est. Cost $39.83 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,293 Shares 13,130 Est. Cost $93.73 Unrealized +75.9%
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $2,204 Shares 4,494 Est. Cost $350.18 Unrealized
DTD WISDOMTREE TR 1.0%
Value ($000) $2,163 Shares 33,502 Est. Cost $80.51 Unrealized
HNDL STRATEGY SHS 1.0%
Value ($000) $2,074 Shares 86,023 Est. Cost $25.43 Unrealized
BIV VANGUARD BD INDEX FDS 0.9%
Value ($000) $2,012 Shares 24,569 Est. Cost $92.34 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,961 Shares 12,041 Est. Cost $82.87 Unrealized +48.1%
PREFERRED APT CMNTYS INC 0.9%
Value ($000) $1,906 Shares 76,416 Est. Cost $24.94 Unrealized
SPSM SPDR SER TR 0.9%
Value ($000) $1,899 Shares 45,133 Est. Cost $32.21 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,800 Shares 46,821 Est. Cost $31.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,664 Shares 4,716 Est. Cost $241.65 Unrealized +33.9%
SGOL ABRDN GOLD ETF TRUST 0.8%
Value ($000) $1,654 Shares 88,996 Est. Cost $17.24 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,610 Shares 494 Est. Cost $93.84 Unrealized +64.7%
WMT WALMART INC 0.7%
Value ($000) $1,590 Shares 10,678 Est. Cost $39.51 Unrealized +12.9%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,562 Shares 8,811 Est. Cost $123.28 Unrealized +23.1%
RDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,561 Shares 31,861 Est. Cost $34.88 Unrealized
ARKW ARK ETF TR 0.7%
Value ($000) $1,526 Shares 17,497 Est. Cost $113.48 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,489 Shares 53,789 Est. Cost $20.63 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.7%
Value ($000) $1,437 Shares 24,647 Est. Cost $52.41 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,358 Shares 13,422 Est. Cost $56.16 Unrealized +63.8%
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,342 Shares 25,692 Est. Cost $31.08 Unrealized +19.5%
ABBV ABBVIE INC 0.6%
Value ($000) $1,289 Shares 7,952 Est. Cost $77.74 Unrealized +62.6%
GOOG ALPHABET INC 0.6%
Value ($000) $1,198 Shares 429 Est. Cost $134.94 Unrealized 0.0%
TMFS RBB FD INC 0.6%
Value ($000) $1,197 Shares 38,425 Est. Cost $38.53 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,181 Shares 13,677 Est. Cost $86.35 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,177 Shares 10,863 Est. Cost $103.68 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,163 Shares 1,079 Est. Cost $126.23 Unrealized +146.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,160 Shares 22,763 Est. Cost $41.07 Unrealized +1.0%
FDUS FIDUS INVT CORP 0.5%
Value ($000) $1,148 Shares 56,895 Est. Cost $10.41 Unrealized +12.3%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,131 Shares 3,951 Est. Cost $125.11 Unrealized +98.6%
PSA PUBLIC STORAGE 0.5%
Value ($000) $1,099 Shares 2,815 Est. Cost $174.40 Unrealized +72.7%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,072 Shares 2,102 Est. Cost $253.40 Unrealized +78.0%
AGM FEDERAL AGRIC MTG CORP 0.5%
Value ($000) $1,039 Shares 9,576 Est. Cost $108.06 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $1,030 Shares 4,804 Est. Cost $105.44 Unrealized +68.0%
FPX FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $956 Shares 8,764 Est. Cost $71.16 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.4%
Value ($000) $946 Shares 12,889 Est. Cost $40.93 Unrealized +53.7%
PFE PFIZER INC 0.4%
Value ($000) $942 Shares 18,193 Est. Cost $28.58 Unrealized +48.6%
DOW DOW INC 0.4%
Value ($000) $942 Shares 14,784 Est. Cost $44.32 Unrealized +8.9%
META META PLATFORMS INC 0.4%
Value ($000) $931 Shares 4,186 Est. Cost $198.30 Unrealized +25.2%
XEL XCEL ENERGY INC 0.4%
Value ($000) $921 Shares 12,765 Est. Cost $55.12 Unrealized +9.5%
MPT MEDICAL PPTYS TRUST INC 0.4%
Value ($000) $881 Shares 41,652 Est. Cost $21.18 Unrealized
INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $868 Shares 36,190 Est. Cost $25.70 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $867 Shares 11,775 Est. Cost $70.31 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $863 Shares 10,357 Est. Cost $86.57 Unrealized
SPIP SPDR SER TR 0.4%
Value ($000) $855 Shares 28,264 Est. Cost $30.25 Unrealized
SJNK SPDR SER TR 0.4%
Value ($000) $838 Shares 31,920 Est. Cost $27.10 Unrealized
IAK ISHARES TR 0.4%
Value ($000) $829 Shares 9,092 Est. Cost $58.63 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $818 Shares 6,290 Est. Cost $108.09 Unrealized +3.7%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $814 Shares 3,373 Est. Cost $140.72 Unrealized +45.5%
SPSB SPDR SER TR 0.4%
Value ($000) $800 Shares 26,553 Est. Cost $30.13 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $777 Shares 10,646 Est. Cost $51.07 Unrealized +11.3%
KR KROGER CO 0.4%
Value ($000) $769 Shares 13,404 Est. Cost $30.40 Unrealized +50.2%
MET METLIFE INC 0.3%
Value ($000) $716 Shares 10,181 Est. Cost $36.32 Unrealized +65.5%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.3%
Value ($000) $707 Shares 40,503 Est. Cost $15.93 Unrealized +6.4%
HD HOME DEPOT INC 0.3%
Value ($000) $678 Shares 2,264 Est. Cost $238.37 Unrealized +31.7%
T AT&T INC 0.3%
Value ($000) $658 Shares 27,845 Est. Cost $15.99 Unrealized -6.8%
ALL ALLSTATE CORP 0.3%
Value ($000) $649 Shares 4,682 Est. Cost $89.75 Unrealized +27.3%
GSG ISHARES S&P GSCI COMMODITY- 0.3%
Value ($000) $633 Shares 27,947 Est. Cost $22.65 Unrealized
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $629 Shares 15,895 Est. Cost $35.39 Unrealized +7.0%
CRM SALESFORCE COM INC 0.3%
Value ($000) $572 Shares 2,695 Est. Cost $236.25 Unrealized -10.0%
SPYV SPDR SER TR 0.3%
Value ($000) $557 Shares 13,340 Est. Cost $39.90 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $527 Shares 5,205 Est. Cost $82.37 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $502 Shares 9,464 Est. Cost $53.04 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $499 Shares 8,398 Est. Cost $53.50 Unrealized +3.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $491 Shares 1,077 Est. Cost $435.86 Unrealized +10.4%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $479 Shares 1,757 Est. Cost $18.87 Unrealized +32.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $467 Shares 3,428 Est. Cost $140.84 Unrealized -5.1%
ECL ECOLAB INC 0.2%
Value ($000) $466 Shares 2,639 Est. Cost $185.80 Unrealized -3.4%
QLD PROSHARES TR 0.2%
Value ($000) $453 Shares 6,300 Est. Cost $80.25 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $452 Shares 3,816 Est. Cost $65.54 Unrealized +76.0%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $447 Shares 4,092 Est. Cost $77.40 Unrealized +54.2%
KO COCA COLA CO 0.2%
Value ($000) $443 Shares 7,140 Est. Cost $44.49 Unrealized +21.5%
GMED GLOBUS MED INC 0.2%
Value ($000) $440 Shares 5,959 Est. Cost $60.28 Unrealized +15.3%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $433 Shares 1,854 Est. Cost $26.23 Unrealized +57.4%
AZO AUTOZONE INC 0.2%
Value ($000) $429 Shares 210 Est. Cost $937.84 Unrealized +108.4%
RGEN REPLIGEN CORP 0.2%
Value ($000) $415 Shares 2,208 Est. Cost $155.97 Unrealized +21.8%
IYF ISHARES TR 0.2%
Value ($000) $395 Shares 4,675 Est. Cost $90.07 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $395 Shares 7,972 Est. Cost $49.04 Unrealized -5.8%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $389 Shares 1,307 Est. Cost $335.80 Unrealized -10.7%
NFLX NETFLIX INC 0.2%
Value ($000) $389 Shares 1,039 Est. Cost $39.34 Unrealized +5.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $385 Shares 2,520 Est. Cost $91.65 Unrealized +55.1%
IYH ISHARES TR 0.2%
Value ($000) $384 Shares 1,330 Est. Cost $183.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $383 Shares 1,160 Est. Cost $273.79 Unrealized +16.8%
STORE CAP CORP 0.2%
Value ($000) $383 Shares 13,100 Est. Cost $28.06 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $373 Shares 648 Est. Cost $354.38 Unrealized +41.3%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $356 Shares 1,055 Est. Cost $200.35 Unrealized +59.0%
FTNT FORTINET INC 0.2%
Value ($000) $353 Shares 1,032 Est. Cost $25.40 Unrealized +144.8%
ORCL ORACLE CORP 0.2%
Value ($000) $352 Shares 4,258 Est. Cost $50.13 Unrealized +53.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $352 Shares 7,628 Est. Cost $42.78 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $348 Shares 1,406 Est. Cost $138.74 Unrealized +64.2%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $346 Shares 7,730 Est. Cost $44.82 Unrealized
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $340 Shares 1,655 Est. Cost $98.25 Unrealized +71.9%
ETF SER SOLUTIONS 0.2%
Value ($000) $328 Shares 13,363 Est. Cost $24.55 Unrealized
BARRICK GOLD CORP 0.1%
Value ($000) $320 Shares 13,062 Est. Cost $18.96 Unrealized
SRE SEMPRA 0.1%
Value ($000) $312 Shares 1,856 Est. Cost $42.03 Unrealized +50.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $310 Shares 8,078 Est. Cost $32.64 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $306 Shares 1,443 Est. Cost $62.92 Unrealized +204.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $299 Shares 437 Est. Cost $27.11 Unrealized +64.8%
USB US BANCORP DEL 0.1%
Value ($000) $290 Shares 5,459 Est. Cost $46.58 Unrealized +2.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $290 Shares 6,195 Est. Cost $41.68 Unrealized +2.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $285 Shares 3,759 Est. Cost $64.74 Unrealized +11.7%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $285 Shares 3,448 Est. Cost $46.02 Unrealized +47.5%
DXCM DEXCOM INC 0.1%
Value ($000) $282 Shares 551 Est. Cost $89.69 Unrealized +22.0%
V VISA INC 0.1%
Value ($000) $280 Shares 1,262 Est. Cost $183.30 Unrealized +14.6%
HRB BLOCK H & R INC 0.1%
Value ($000) $275 Shares 10,572 Est. Cost $13.62 Unrealized +58.4%
EBAY EBAY INC. 0.1%
Value ($000) $264 Shares 4,602 Est. Cost $39.17 Unrealized +37.9%
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $264 Shares 819 Est. Cost $276.26 Unrealized -0.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $262 Shares 5,416 Est. Cost $28.13 Unrealized +72.4%
WPC WP CAREY INC 0.1%
Value ($000) $255 Shares 3,157 Est. Cost $79.17 Unrealized
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $254 Shares 7,387 Est. Cost $34.38 Unrealized
AOK ISHARES TR 0.1%
Value ($000) $250 Shares 6,632 Est. Cost $38.98 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $244 Shares 1,336 Est. Cost $112.43 Unrealized +41.2%
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $243 Shares 34,520 Est. Cost $8.27 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $235 Shares 1,019 Est. Cost $159.38 Unrealized +35.5%
SONY SONY GROUP CORPORATION 0.1%
Value ($000) $235 Shares 2,289 Est. Cost $88.36 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $232 Shares 348 Est. Cost $490.79 Unrealized
COM DIREXION SHS ETF TR 0.1%
Value ($000) $229 Shares 6,900 Est. Cost $33.19 Unrealized
SPT SPROUT SOCIAL INC 0.1%
Value ($000) $229 Shares 2,859 Est. Cost $47.28 Unrealized +44.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $228 Shares 2,184 Est. Cost $103.97 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $224 Shares 2,801 Est. Cost $42.51 Unrealized -1.3%
MDYV SPDR SER TR 0.1%
Value ($000) $223 Shares 3,170 Est. Cost $70.35 Unrealized
SEAGEN INC 0.1%
Value ($000) $222 Shares 1,543 Est. Cost $159.13 Unrealized
FNGS BANK MONTREAL QUE 0.1%
Value ($000) $220 Shares 7,598 Est. Cost $32.34 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $219 Shares 400 Est. Cost $292.70 Unrealized +79.7%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $214 Shares 1,695 Est. Cost $124.94 Unrealized +2.0%
IZRL ARK ETF TR 0.1%
Value ($000) $213 Shares 8,806 Est. Cost $28.50 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $212 Shares 8,017 Est. Cost $25.82 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value ($000) $208 Shares 446 Est. Cost $472.12 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $201 Shares 17,950 Est. Cost $11.20 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $200 Shares 7,764 Est. Cost $25.76 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $200 Shares 1,266 Est. Cost $157.98 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $193 Shares 1,409 Est. Cost $112.50 Unrealized +25.5%
NOW SERVICENOW INC 0.1%
Value ($000) $193 Shares 346 Est. Cost $122.87 Unrealized -8.8%
ING ING GROEP N.V. 0.1%
Value ($000) $191 Shares 18,283 Est. Cost $13.21 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $186 Shares 2,384 Est. Cost $82.86 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $186 Shares 4,115 Est. Cost $47.81 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $183 Shares 4,470 Est. Cost $27.94 Unrealized
AMCOR PLC 0.1%
Value ($000) $183 Shares 16,116 Est. Cost $8.56 Unrealized +16.1%
BBDC BARINGS BDC INC 0.1%
Value ($000) $179 Shares 17,300 Est. Cost $6.81 Unrealized +1.9%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $174 Shares 1,599 Est. Cost $115.22 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $165 Shares 771 Est. Cost $264.89 Unrealized -13.0%
MMM 3M CO 0.1%
Value ($000) $163 Shares 1,096 Est. Cost $130.47 Unrealized -12.2%
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $161 Shares 3,437 Est. Cost $46.84 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $160 Shares 753 Est. Cost $216.93 Unrealized 0.0%
ZYNGA INC 0.1%
Value ($000) $159 Shares 17,165 Est. Cost $9.55 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $159 Shares 924 Est. Cost $175.77 Unrealized -9.4%
IBB ISHARES TR 0.1%
Value ($000) $159 Shares 1,221 Est. Cost $130.22 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $158 Shares 1,338 Est. Cost $112.18 Unrealized 0.0%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $156 Shares 6,881 Est. Cost $26.65 Unrealized
CNRG SPDR SER TR 0.1%
Value ($000) $153 Shares 1,710 Est. Cost $89.47 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $152 Shares 1,221 Est. Cost $122.30 Unrealized +21.6%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $150 Shares 1,100 Est. Cost $111.09 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $150 Shares 420 Est. Cost $351.61 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $149 Shares 1,863 Est. Cost $79.98 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $145 Shares 1,254 Est. Cost $156.98 Unrealized -15.4%
XYZ BLOCK INC 0.1%
Value ($000) $145 Shares 1,072 Est. Cost $121.07 Unrealized 0.0%
TNC TENNANT CO 0.1%
Value ($000) $143 Shares 1,819 Est. Cost $74.78 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $140 Shares 1,793 Est. Cost $83.39 Unrealized 0.0%
FLRN SPDR SER TR 0.1%
Value ($000) $136 Shares 4,461 Est. Cost $30.49 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $134 Shares 2,412 Est. Cost $50.28 Unrealized 0.0%
PFF ISHARES TR 0.1%
Value ($000) $126 Shares 3,463 Est. Cost $37.90 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $125 Shares 1,122 Est. Cost $89.19 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $124 Shares 753 Est. Cost $151.24 Unrealized 0.0%
UFO PROCURE ETF TRUST II 0.1%
Value ($000) $122 Shares 4,750 Est. Cost $25.68 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $120 Shares 1,021 Est. Cost $136.00 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $111 Shares 1,003 Est. Cost $93.67 Unrealized 0.0%
DXLG DESTINATION XL GROUP INC 0.1%
Value ($000) $108 Shares 22,100 Est. Cost $4.82 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $107 Shares 560 Est. Cost $200.72 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $100 Shares 1,000 Est. Cost $79.66 Unrealized 0.0%
MDYG SPDR SER TR 0.0%
Value ($000) $99 Shares 1,340 Est. Cost $73.88 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $98 Shares 1,081 Est. Cost $69.63 Unrealized 0.0%
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $97 Shares 2,073 Est. Cost $46.79 Unrealized
FORTUNA SILVER MINES INC 0.0%
Value ($000) $96 Shares 25,294 Est. Cost $3.90 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $96 Shares 2,900 Est. Cost $33.10 Unrealized
CELULARITY INC 0.0%
Value ($000) $96 Shares 11,000 Est. Cost $8.73 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $93 Shares 5,759 Est. Cost $16.15 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $93 Shares 668 Est. Cost $139.22 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $93 Shares 608 Est. Cost $153.59 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $93 Shares 307 Est. Cost $292.14 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $91 Shares 1,129 Est. Cost $80.60 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $90 Shares 1,096 Est. Cost $69.85 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $89 Shares 2,360 Est. Cost $29.85 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $87 Shares 921 Est. Cost $82.79 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $86 Shares 179 Est. Cost $499.50 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $84 Shares 1,608 Est. Cost $52.24 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $84 Shares 665 Est. Cost $107.20 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $83 Shares 200 Est. Cost $363.01 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $83 Shares 661 Est. Cost $146.75 Unrealized 0.0%
UPBD RENT A CTR INC NEW 0.0%
Value ($000) $81 Shares 3,218 Est. Cost $36.14 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $81 Shares 1,612 Est. Cost $60.85 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $79 Shares 126 Est. Cost $55.08 Unrealized 0.0%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $78 Shares 3,600 Est. Cost $21.67 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $77 Shares 200 Est. Cost $378.22 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $76 Shares 1,052 Est. Cost $58.69 Unrealized 0.0%
TTD THE TRADE DESK INC 0.0%
Value ($000) $76 Shares 1,102 Est. Cost $72.23 Unrealized 0.0%
VCEL VERICEL CORP 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $36.08 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $75 Shares 1,324 Est. Cost $41.76 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $70 Shares 291 Est. Cost $203.29 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value ($000) $68 Shares 1,250 Est. Cost $57.48 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $66 Shares 98 Est. Cost $82.11 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $65 Shares 4,825 Est. Cost $13.47 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $63 Shares 11,000 Est. Cost $5.73 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $63 Shares 434 Est. Cost $70.13 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $61 Shares 855 Est. Cost $70.89 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $60 Shares 438 Est. Cost $136.99 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $59 Shares 600 Est. Cost $98.33 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $59 Shares 550 Est. Cost $107.27 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $58 Shares 2,018 Est. Cost $28.74 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $58 Shares 1,500 Est. Cost $38.67 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $56 Shares 780 Est. Cost $72.04 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $36.12 Unrealized 0.0%
ACWV ISHARES INC 0.0%
Value ($000) $52 Shares 500 Est. Cost $104.00 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $52 Shares 580 Est. Cost $89.66 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $50 Shares 800 Est. Cost $58.65 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $50 Shares 721 Est. Cost $55.33 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value ($000) $50 Shares 18 Est. Cost $62.93 Unrealized +114.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $48 Shares 2,370 Est. Cost $20.22 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $47 Shares 400 Est. Cost $114.39 Unrealized 0.0%
IDU ISHARES TR 0.0%
Value ($000) $46 Shares 500 Est. Cost $92.00 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $46 Shares 2,200 Est. Cost $20.91 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $46 Shares 237 Est. Cost $170.35 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $45 Shares 200 Est. Cost $195.46 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $44 Shares 746 Est. Cost $81.08 Unrealized
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $43 Shares 2,800 Est. Cost $10.21 Unrealized 0.0%
JNK SPDR SER TR 0.0%
Value ($000) $43 Shares 424 Est. Cost $109.23 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $42 Shares 1,225 Est. Cost $34.29 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $42 Shares 1,837 Est. Cost $12.43 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 145 Est. Cost $289.66 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $121.57 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $40 Shares 807 Est. Cost $50.75 Unrealized 0.0%
ICLN ISHARES TR 0.0%
Value ($000) $39 Shares 1,830 Est. Cost $21.31 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $39 Shares 2,278 Est. Cost $14.55 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $39 Shares 238 Est. Cost $163.87 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $38 Shares 1,115 Est. Cost $34.08 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $38 Shares 650 Est. Cost $54.53 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $38 Shares 87 Est. Cost $365.10 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $37 Shares 525 Est. Cost $73.10 Unrealized 0.0%
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $37 Shares 510 Est. Cost $72.55 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $35 Shares 320 Est. Cost $109.38 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $35 Shares 330 Est. Cost $106.06 Unrealized
ZENDESK INC 0.0%
Value ($000) $34 Shares 283 Est. Cost $120.14 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $34 Shares 3,300 Est. Cost $28.53 Unrealized
INFL LISTED FD TR 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $33.00 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.0%
Value ($000) $33 Shares 600 Est. Cost $55.08 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $31 Shares 150 Est. Cost $203.67 Unrealized 0.0%
ARKG ARK ETF TR 0.0%
Value ($000) $31 Shares 670 Est. Cost $46.27 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $30 Shares 203 Est. Cost $115.55 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $30 Shares 663 Est. Cost $44.60 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $30 Shares 132 Est. Cost $258.49 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $29 Shares 350 Est. Cost $77.38 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $29 Shares 680 Est. Cost $42.99 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $29 Shares 47 Est. Cost $89.50 Unrealized 0.0%
U UNITY SOFTWARE INC 0.0%
Value ($000) $28 Shares 286 Est. Cost $103.58 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $28 Shares 250 Est. Cost $112.00 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $268.27 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $27 Shares 300 Est. Cost $82.19 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $27 Shares 50 Est. Cost $540.00 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $27 Shares 403 Est. Cost $67.00 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 180 Est. Cost $150.00 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $26 Shares 222 Est. Cost $124.55 Unrealized 0.0%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $25 Shares 310 Est. Cost $81.90 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $24 Shares 579 Est. Cost $41.45 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $24 Shares 425 Est. Cost $44.01 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 102 Est. Cost $225.49 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
SIX FLAGS ENTMT CORP NEW 0.0%
Value ($000) $22 Shares 500 Est. Cost $44.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $22 Shares 100 Est. Cost $184.39 Unrealized 0.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $22 Shares 5,728 Est. Cost $4.01 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $22 Shares 65 Est. Cost $325.21 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $21 Shares 300 Est. Cost $68.40 Unrealized 0.0%
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 420 Est. Cost $50.00 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $21 Shares 692 Est. Cost $112.29 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $51.09 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $21 Shares 180 Est. Cost $47.51 Unrealized 0.0%
DIREXION SHS ETF TR 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $20 Shares 120 Est. Cost $166.67 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.00 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $19 Shares 445 Est. Cost $42.70 Unrealized
HTLD HEARTLAND EXPRESS INC 0.0%
Value ($000) $19 Shares 1,369 Est. Cost $14.90 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $19 Shares 307 Est. Cost $68.95 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $19 Shares 100 Est. Cost $171.78 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $19 Shares 200 Est. Cost $95.00 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value ($000) $19 Shares 300 Est. Cost $56.77 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $18 Shares 231 Est. Cost $75.10 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 151 Est. Cost $94.13 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $18 Shares 168 Est. Cost $107.14 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $18 Shares 155 Est. Cost $98.48 Unrealized 0.0%
BC BRUNSWICK CORP 0.0%
Value ($000) $18 Shares 225 Est. Cost $84.69 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $17 Shares 140 Est. Cost $114.02 Unrealized 0.0%
DOL WISDOMTREE TR 0.0%
Value ($000) $17 Shares 340 Est. Cost $50.00 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $17 Shares 400 Est. Cost $47.11 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $17 Shares 51 Est. Cost $312.14 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $51.69 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $16 Shares 120 Est. Cost $114.46 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $16 Shares 550 Est. Cost $29.09 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $16 Shares 253 Est. Cost $63.24 Unrealized
DOCS DOXIMITY INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $50.33 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $16 Shares 107 Est. Cost $179.25 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 70 Est. Cost $228.57 Unrealized
AME AMETEK INC 0.0%
Value ($000) $16 Shares 117 Est. Cost $130.90 Unrealized 0.0%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 112 Est. Cost $133.93 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $66.61 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $15 Shares 86 Est. Cost $168.36 Unrealized 0.0%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $15 Shares 200 Est. Cost $69.18 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $14 Shares 216 Est. Cost $36.37 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $14 Shares 298 Est. Cost $33.29 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $43.35 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 177 Est. Cost $79.10 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $14 Shares 75 Est. Cost $195.40 Unrealized 0.0%
CNS COHEN & STEERS INC 0.0%
Value ($000) $13 Shares 152 Est. Cost $72.83 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $13 Shares 150 Est. Cost $84.62 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $13 Shares 233 Est. Cost $48.99 Unrealized 0.0%
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $13 Shares 265 Est. Cost $49.06 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $13 Shares 60 Est. Cost $216.20 Unrealized 0.0%
APPN APPIAN CORP 0.0%
Value ($000) $13 Shares 210 Est. Cost $56.73 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $13 Shares 119 Est. Cost $114.77 Unrealized 0.0%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $13 Shares 392 Est. Cost $33.16 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $13 Shares 50 Est. Cost $260.00 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 53 Est. Cost $245.28 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $12 Shares 18 Est. Cost $534.00 Unrealized 0.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $12 Shares 449 Est. Cost $19.28 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $12 Shares 300 Est. Cost $30.86 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 80 Est. Cost $150.00 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $12 Shares 46 Est. Cost $248.25 Unrealized 0.0%
EYE NATIONAL VISION HLDGS INC 0.0%
Value ($000) $12 Shares 282 Est. Cost $40.56 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $12 Shares 1,095 Est. Cost $11.05 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $12 Shares 79 Est. Cost $151.90 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $12 Shares 926 Est. Cost $15.05 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $11 Shares 50 Est. Cost $198.87 Unrealized 0.0%
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 340 Est. Cost $32.35 Unrealized
EIS ISHARES INC 0.0%
Value ($000) $11 Shares 146 Est. Cost $75.34 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $11 Shares 23 Est. Cost $432.66 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $11 Shares 628 Est. Cost $17.52 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $11 Shares 21 Est. Cost $473.40 Unrealized 0.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $7.33 Unrealized
SENSEONICS HLDGS INC 0.0%
Value ($000) $11 Shares 5,800 Est. Cost $1.90 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $10 Shares 440 Est. Cost $20.43 Unrealized 0.0%
MKL MARKEL CORP 0.0%
Value ($000) $10 Shares 7 Est. Cost $1291.81 Unrealized 0.0%
RDNW RUMBLEON INC 0.0%
Value ($000) $10 Shares 280 Est. Cost $33.68 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $191.92 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $325.46 Unrealized 0.0%
DJT DIGITAL WORLD ACQUISITION CO 0.0%
Value ($000) $10 Shares 155 Est. Cost $75.25 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $10 Shares 157 Est. Cost $63.69 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $82.66 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $79.21 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $10 Shares 62 Est. Cost $148.42 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $10 Shares 41 Est. Cost $243.90 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $10 Shares 133 Est. Cost $75.19 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 170 Est. Cost $60.71 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 170 Est. Cost $52.94 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $9 Shares 38 Est. Cost $218.34 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $9 Shares 92 Est. Cost $89.56 Unrealized 0.0%
RNG RINGCENTRAL INC 0.0%
Value ($000) $9 Shares 79 Est. Cost $147.13 Unrealized 0.0%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $9 Shares 216 Est. Cost $41.67 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $9 Shares 436 Est. Cost $20.49 Unrealized 0.0%
SVC SERVICE PPTYS TR 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.00 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $9 Shares 138 Est. Cost $63.14 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $9 Shares 220 Est. Cost $40.82 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $8 Shares 158 Est. Cost $40.89 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $8 Shares 286 Est. Cost $23.83 Unrealized 0.0%
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $228.53 Unrealized 0.0%
GIII G III APPAREL GROUP LTD 0.0%
Value ($000) $8 Shares 280 Est. Cost $27.12 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $8 Shares 118 Est. Cost $58.78 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $8 Shares 163 Est. Cost $49.08 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $8 Shares 150 Est. Cost $50.16 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $8 Shares 293 Est. Cost $27.30 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $7 Shares 85 Est. Cost $82.35 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $7 Shares 87 Est. Cost $56.03 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $110.40 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.65 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $7 Shares 30 Est. Cost $186.36 Unrealized 0.0%
WIX WIX COM LTD 0.0%
Value ($000) $7 Shares 64 Est. Cost $109.15 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $7 Shares 69 Est. Cost $87.45 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $7 Shares 150 Est. Cost $53.76 Unrealized 0.0%
BIGGQ BIG LOTS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $36.54 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $7 Shares 50 Est. Cost $143.53 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 145 Est. Cost $41.84 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $7 Shares 44 Est. Cost $182.23 Unrealized 0.0%
EEMA ISHARES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
XMPT VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 223 Est. Cost $26.91 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 345 Est. Cost $15.01 Unrealized
INVA INNOVIVA INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $17.86 Unrealized 0.0%
IRM IRON MTN INC NEW 0.0%
Value ($000) $6 Shares 104 Est. Cost $40.95 Unrealized 0.0%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
NIO NIO INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $20.00 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.42 Unrealized 0.0%
HYDROFARM HLDGS GROUP INC 0.0%
Value ($000) $6 Shares 390 Est. Cost $15.38 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $153.41 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $6 Shares 50 Est. Cost $110.13 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $6 Shares 403 Est. Cost $14.89 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $6 Shares 425 Est. Cost $16.80 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $6 Shares 75 Est. Cost $80.00 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $6 Shares 80 Est. Cost $75.00 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $6 Shares 42 Est. Cost $132.88 Unrealized 0.0%
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $6 Shares 138 Est. Cost $43.48 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.88 Unrealized 0.0%
AMOM EXCHANGE LISTED FDS TR 0.0%
Value ($000) $5 Shares 156 Est. Cost $32.05 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $58.40 Unrealized 0.0%
WELBILT INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $5 Shares 12 Est. Cost $416.67 Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $83.43 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $5 Shares 1,190 Est. Cost $3.80 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $15.66 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $5 Shares 115 Est. Cost $35.90 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $5 Shares 36 Est. Cost $192.01 Unrealized 0.0%
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $5 Shares 170 Est. Cost $25.34 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $5 Shares 142 Est. Cost $35.00 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $5 Shares 36 Est. Cost $129.14 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 96 Est. Cost $52.08 Unrealized
R RYDER SYS INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $77.79 Unrealized 0.0%
NEW YORK CITY REIT INC 0.0%
Value ($000) $5 Shares 408 Est. Cost $12.25 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $4 Shares 1,720 Est. Cost $3.12 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $4 Shares 303 Est. Cost $13.07 Unrealized 0.0%
IBIO INC 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.57 Unrealized 0.0%
MGA MAGNA INTL INC 0.0%
Value ($000) $4 Shares 67 Est. Cost $64.48 Unrealized 0.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $4 Shares 62 Est. Cost $62.79 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $53.50 Unrealized 0.0%
TRIVAGO N V 0.0%
Value ($000) $4 Shares 1,500 Est. Cost $2.67 Unrealized
ALLETE INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
NUVASIVE INC 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.63 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $4 Shares 27 Est. Cost $146.06 Unrealized 0.0%
PHASEBIO PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 2,800 Est. Cost $1.43 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $4 Shares 149 Est. Cost $26.85 Unrealized
AES AES CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.36 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $3 Shares 68 Est. Cost $44.12 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $3 Shares 12 Est. Cost $216.03 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $3 Shares 45 Est. Cost $66.67 Unrealized
DIDIY DIDI GLOBAL INC 0.0%
Value ($000) $3 Shares 1,200 Est. Cost $2.50 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $3 Shares 39 Est. Cost $76.92 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $3 Shares 57 Est. Cost $49.18 Unrealized 0.0%
IPO RENAISSANCE CAP GREENWICH FD 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $3 Shares 41 Est. Cost $60.03 Unrealized 0.0%
CGNT COGNYTE SOFTWARE LTD 0.0%
Value ($000) $2 Shares 177 Est. Cost $11.56 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.52 Unrealized 0.0%
CHANGE HEALTHCARE INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $27.03 Unrealized
COHBAR INC 0.0%
Value ($000) $2 Shares 6,000 Est. Cost $0.33 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 135 Est. Cost $10.77 Unrealized 0.0%
CM CANADIAN IMP BK COMM 0.0%
Value ($000) $2 Shares 14 Est. Cost $52.58 Unrealized 0.0%
FUBO FUBOTV INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $9.72 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $2 Shares 42 Est. Cost $27.96 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $2 Shares 63 Est. Cost $28.56 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.05 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 28 Est. Cost $95.12 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $2 Shares 29 Est. Cost $49.03 Unrealized 0.0%
PRDO PERDOCEO ED CORP 0.0%
Value ($000) $2 Shares 152 Est. Cost $10.52 Unrealized 0.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $62.45 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $2 Shares 60 Est. Cost $31.03 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 11 Est. Cost $147.33 Unrealized 0.0%
KNIGHTSCOPE INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.67 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $2 Shares 130 Est. Cost $15.38 Unrealized
KATAPULT HOLDINGS INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $30.07 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.96 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1 Shares 41 Est. Cost $14.19 Unrealized 0.0%
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 230 Est. Cost $4.35 Unrealized
AXGN AXOGEN INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.64 Unrealized 0.0%
BLDP BALLARD PWR SYS INC NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.65 Unrealized 0.0%
EPR EPR PPTYS 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.40 Unrealized 0.0%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.16 Unrealized 0.0%
BRIGHT HEALTH GROUP INC 0.0%
Value ($000) $1 Shares 460 Est. Cost $2.17 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $245.72 Unrealized 0.0%
SLYG SPDR SER TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $60.34 Unrealized 0.0%
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.61 Unrealized 0.0%
MTW MANITOWOC CO INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.22 Unrealized 0.0%
RIOT RIOT BLOCKCHAIN INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $18.05 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
AMERICAN WELL CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 3 Est. Cost $147.34 Unrealized 0.0%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $38.56 Unrealized 0.0%
AMPIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.88 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.17 Unrealized 0.0%
MOBILE TELESYSTEMS PUB JT ST 0.0%
Value ($000) $0 Shares 486 Est. Cost Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.59 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.35 Unrealized 0.0%
STXS STEREOTAXIS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $4.72 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $25.09 Unrealized 0.0%
SINTX TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AYTU BIOPHARMA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized